v1.7.0: 每日定时报告(工作日9:00盘前分析/15:30盘后总结) - 全球市场数据+报告引擎(简版邮件正文+详细版HTML附件)+cron定时+手动触发+发送日志; 修复模拟数据换手率失真

app.py

@@ -741,6 +741,32 @@ def api_targets_delete(tid):
     return jsonify(delete_target(tid))
 
 
+# ------------------------------------------------------------------ 定时报告
+@app.route("/api/report/send", methods=["POST"])
+def api_report_send():
+    """手动触发定时报告（后台生成 + 邮件）"""
+    from engine.report import send_daily_report
+    import threading
+    body = request.get_json(silent=True) or {}
+    kind = body.get("kind", "premarket")
+
+    def run():
+        try:
+            r = send_daily_report(kind)
+            log.info("report send: %s", r)
+        except Exception as e:
+            log.error("report send fail: %s", e)
+
+    threading.Thread(target=run, daemon=True).start()
+    return jsonify({"ok": True, "msg": f"{'盘前分析' if kind == 'premarket' else '盘后总结'}生成已启动，约需 1-2 分钟"})
+
+
+@app.route("/api/report/log")
+def api_report_log():
+    from engine.report import report_log
+    return jsonify({"items": report_log()})
+
+
 # ------------------------------------------------------------------ 数据管理
 @app.route("/api/admin/stats")
 def api_admin_stats():

database.py

@@ -164,12 +164,28 @@ CREATE TABLE IF NOT EXISTS watch_targets (
   created_at TEXT DEFAULT (datetime('now','localtime'))
 );
 
+CREATE TABLE IF NOT EXISTS report_log (
+  id INTEGER PRIMARY KEY AUTOINCREMENT,
+  kind TEXT DEFAULT '',               -- premarket / postmarket
+  subject TEXT DEFAULT '',
+  brief_len INTEGER DEFAULT 0,
+  detail_len INTEGER DEFAULT 0,
+  status TEXT DEFAULT 'sent',
+  message TEXT DEFAULT '',
+  sent_at TEXT DEFAULT (datetime('now','localtime'))
+);
+
 CREATE TABLE IF NOT EXISTS market_index (
   date TEXT PRIMARY KEY,
   sh REAL DEFAULT 0,   -- 上证指数（点）
   sz REAL DEFAULT 0,   -- 深证成指（点）
   cy REAL DEFAULT 0    -- 创业板指（点）
 );
+
+CREATE TABLE IF NOT EXISTS global_markets (
+  date TEXT PRIMARY KEY,
+  data TEXT DEFAULT '{}'   -- JSON：全球主要指数 {key: {value, chg}}
+);
 """
 
 
@@ -235,7 +251,7 @@ def wipe_all():
     for t in ("stock_daily", "inst_ratings", "fund_holdings", "news",
               "institutions", "stocks", "watchlist", "analysis_cache", "analysis_history",
               "market_index", "strategy_backtests", "notification_log", "tracking_reports",
-              "watch_targets"):
+              "watch_targets", "global_markets", "report_log"):
         with db() as conn:
             conn.execute(f'DELETE FROM "{t}"')
     with db() as conn:

engine/notifier.py

@@ -30,11 +30,25 @@ STRONG_WORDS = ["回购", "中标", "减持", "问询", "停牌", "重组", "预
 
 
 # ===================================================================== 邮件
-def send_email(subject, html_body, to=None, cfg=None, sender_name=None):
-    """发送 HTML 邮件。cfg 来自设置；失败抛异常（调用方捕获）"""
+def send_email(subject, html_body, to=None, cfg=None, sender_name=None, attachments=None):
+    """发送 HTML 邮件。cfg 来自设置；attachments: [{filename, content(bytes)}]；失败抛异常"""
+    from email.mime.multipart import MIMEMultipart
+    from email.mime.base import MIMEBase
+    from email import encoders
     cfg = cfg or mail_config()
     to = to or cfg["email_to"]
-    msg = MIMEText(html_body, "html", "utf-8")
+    if attachments:
+        msg = MIMEMultipart()
+        msg.attach(MIMEText(html_body, "html", "utf-8"))
+        for att in attachments:
+            part = MIMEBase("application", "octet-stream")
+            part.set_payload(att.get("content") or b"")
+            encoders.encode_base64(part)
+            part.add_header("Content-Disposition", "attachment",
+                            filename=("utf-8", "", att.get("filename", "report.html")))
+            msg.attach(part)
+    else:
+        msg = MIMEText(html_body, "html", "utf-8")
     msg["From"] = formataddr((sender_name or cfg["sender_name"], cfg["smtp_user"]))
     msg["To"] = to
     msg["Subject"] = subject

engine/report.py

@@ -0,0 +1,463 @@
+# -*- coding: utf-8 -*-
+"""
+每日行情报告引擎（盘前 / 盘后）
+- premarket  : 工作日 9:00 —— 昨日市场回顾 / 昨日至今要闻 / 全球市场 / 持仓与关注目标 / 盘前研判
+- postmarket : 交易日 15:30 —— 今日市场总结 / 今日要闻 / 全球市场 / 持仓表现 / 盘后研判
+每期输出两份报告：
+  简单版 —— 邮件正文（HTML，快速浏览）
+  详细版 —— HTML 附件（完整结构化 + AI 深度解读）
+"""
+import datetime as dt
+import html as html_mod
+import json
+import logging
+import time
+
+from database import query, query_one, execute
+from settings import mail_config
+from engine.analyst import llm_chat
+
+log = logging.getLogger("report")
+
+GLOBAL_ORDER = ["dji", "nasdaq", "sp500", "hsi", "nikkei", "kospi", "dax", "cac", "ftse"]
+KIND_META = {
+    "premarket": {"name": "盘前分析", "scope": "昨日与今日", "title": "盘前 · 昨日市场回顾与今日展望"},
+    "postmarket": {"name": "盘后总结", "scope": "今日", "title": "盘后 · 今日市场总结"},
+}
+
+
+# ===================================================================== 数据采集
+def latest_trading_day():
+    r = query_one("SELECT MAX(date) d FROM stock_daily")
+    return r["d"] if r else dt.date.today().isoformat()
+
+
+def collect_market(day):
+    """指数 / 涨跌 / 量能 / 行业 / 个股"""
+    idx = query("SELECT * FROM market_index WHERE date<=? ORDER BY date DESC LIMIT 2", (day,))
+    latest = idx[0] if idx else {}
+    prev = idx[1] if len(idx) > 1 else latest
+    inds = []
+    for k, label in (("sh", "上证指数"), ("sz", "深证成指"), ("cy", "创业板指")):
+        cur, old = latest.get(k, 0), prev.get(k, 0) or 1
+        inds.append({"key": k, "label": label, "value": cur,
+                     "chg": round((cur - old) / old * 100, 2)})
+    stat = query_one(
+        "SELECT COUNT(*) total, SUM(CASE WHEN change_pct>0 THEN 1 ELSE 0 END) up,"
+        "SUM(CASE WHEN change_pct<0 THEN 1 ELSE 0 END) down,"
+        "SUM(CASE WHEN change_pct>=9.8 THEN 1 ELSE 0 END) limit_up,"
+        "SUM(CASE WHEN change_pct<=-9.8 THEN 1 ELSE 0 END) limit_down,"
+        "ROUND(SUM(amount)/10000,2) amount_yi "
+        "FROM stock_daily WHERE date=?", (day,))
+    heat = query(
+        "SELECT s.industry, ROUND(AVG(d.change_pct),2) chg, COUNT(*) cnt "
+        "FROM stock_daily d JOIN stocks s ON s.code=d.code WHERE d.date=? "
+        "GROUP BY s.industry ORDER BY chg DESC", (day,))
+    gainers = query(
+        "SELECT s.name, s.code, s.industry, d.change_pct FROM stock_daily d "
+        "JOIN stocks s ON s.code=d.code WHERE d.date=? ORDER BY d.change_pct DESC LIMIT 8", (day,))
+    losers = query(
+        "SELECT s.name, s.code, s.industry, d.change_pct FROM stock_daily d "
+        "JOIN stocks s ON s.code=d.code WHERE d.date=? ORDER BY d.change_pct ASC LIMIT 8", (day,))
+    return {"date": day, "indexes": inds, "stat": stat, "heat": heat,
+            "gainers": gainers, "losers": losers}
+
+
+def collect_news(since_date, limit=20):
+    rows = query(
+        "SELECT id,title,content,source,category,publish_date,sentiment,related_stocks FROM news "
+        "WHERE publish_date>=? ORDER BY publish_date DESC, id DESC LIMIT ?", (since_date, limit))
+    # 按重要度排序（类别权重 + 情感强度）
+    w = {"公司": 3, "业绩": 3, "机构观点": 2, "行业": 2, "市场": 1}
+    for n in rows:
+        n["_score"] = w.get(n["category"], 1) * 10 + abs(n["sentiment"]) * 5
+    rows.sort(key=lambda x: x["_score"], reverse=True)
+    return rows
+
+
+def collect_positions():
+    rows = query(
+        "SELECT w.code, s.name, s.industry, s.market_cap, d.close, d.change_pct "
+        "FROM watchlist w JOIN stocks s ON s.code=w.code "
+        "LEFT JOIN stock_daily d ON d.code=s.code AND d.date=(SELECT MAX(date) FROM stock_daily) "
+        "ORDER BY w.added_at")
+    out = []
+    for r in rows:
+        sc = query_one(
+            "SELECT AVG(sentiment) s FROM news WHERE (related_stocks=? OR related_stocks LIKE ? OR related_stocks LIKE ?) "
+            "AND publish_date>=date('now','-7 day')", (r["code"], f"%,{r['code']}", f"{r['code']},%"))
+        out.append({**r, "news_score": round(sc["s"], 2) if sc and sc["s"] is not None else 0})
+    return out
+
+
+def collect_targets():
+    tgts = query("SELECT id, type, code, name, keywords FROM watch_targets WHERE enabled=1")
+    out = []
+    for t in tgts:
+        if t["type"] == "stock" and t["code"]:
+            latest = query_one(
+                "SELECT meta, created_at FROM tracking_reports WHERE code=? ORDER BY id DESC LIMIT 1", (t["code"],))
+        else:
+            latest = query_one(
+                "SELECT meta, created_at FROM tracking_reports WHERE code=? ORDER BY id DESC LIMIT 1",
+                (f"CONCEPT:{t['name']}",))
+        m = json.loads(latest["meta"]) if latest else {}
+        out.append({"type": t["type"], "name": t["name"],
+                    "impact": m.get("impact_score"), "change_kind": m.get("change_kind"),
+                    "summary": m.get("summary", ""), "tracked_at": latest["created_at"] if latest else None})
+    return out
+
+
+def collect_global():
+    r = query_one("SELECT date, data FROM global_markets ORDER BY date DESC LIMIT 1")
+    if not r:
+        return []
+    try:
+        data = json.loads(r["data"])
+    except Exception:
+        return []
+    items = []
+    for k in GLOBAL_ORDER:
+        if k in data:
+            items.append(data[k])
+    return items
+
+
+# ===================================================================== 文本渲染
+def fmt_market(mkt):
+    s = mkt["stat"] or {}
+    idx_txt = "  ".join(f"{i['label']} {i['value']:.2f} ({i['chg']:+.2f}%)" for i in mkt["indexes"])
+    heat_txt = "、".join(f"{h['industry']}({h['chg']:+.2f}%)" for h in mkt["heat"][:6]) or "无"
+    g_txt = "、".join(f"{g['name']}({g['change_pct']:+.2f}%)" for g in mkt["gainers"][:5])
+    l_txt = "、".join(f"{g['name']}({g['change_pct']:+.2f}%)" for g in mkt["losers"][:5])
+    return {
+        "idx": idx_txt,
+        "breadth": (f"上涨 {s.get('up',0)} / 下跌 {s.get('down',0)} 家，"
+                    f"涨停 {s.get('limit_up',0)} / 跌停 {s.get('limit_down',0)}，"
+                    f"两市成交 {s.get('amount_yi',0)} 亿"),
+        "heat": heat_txt,
+        "gainers": g_txt or "无",
+        "losers": l_txt or "无",
+    }
+
+
+def fmt_news(news, top=8):
+    lines = []
+    for n in news[:top]:
+        tone = "利好" if n["sentiment"] > 0 else ("利空" if n["sentiment"] < 0 else "中性")
+        lines.append(f"- [{n['publish_date']}] {n['title']}（{n['category']}·{tone}{n['sentiment']:+.2f}）{n['content'][:60]}")
+    return "\n".join(lines) or "（暂无）"
+
+
+def fmt_positions(pos):
+    if not pos:
+        return "（当前无持仓/自选股）"
+    return "\n".join(
+        f"- {p['name']}({p['code']}) {p['industry']} 收盘{p['close']} ({p['change_pct']:+.2f}%) 市值{p['market_cap']:.0f}亿 近7日消息面{p['news_score']:+.2f}"
+        for p in pos)
+
+
+def fmt_targets(tgts):
+    if not tgts:
+        return "（当前无跟踪目标）"
+    return "\n".join(
+        f"- [{t['type']}] {t['name']} 影响度{t['impact'] or '--'}/100 {t['change_kind'] or ''} {t['summary'][:50]}"
+        for t in tgts)
+
+
+def fmt_global(items):
+    return "  ".join(f"{g.get('label','')} {g.get('value',0):.2f} ({g.get('chg',0):+.2f}%)" for g in items) or "（暂无）"
+
+
+# ===================================================================== 生成报告
+def _build_context(kind):
+    day = latest_trading_day()
+    mkt = collect_market(day)
+    fm = fmt_market(mkt)
+    if kind == "premarket":
+        news = collect_news(day, limit=24)
+        scope_txt = "昨日/最近交易日"
+    else:
+        news = collect_news(day, limit=24)
+        scope_txt = "今日"
+    pos = collect_positions()
+    tgts = collect_targets()
+    glob = collect_global()
+    ctx = {
+        "kind_name": KIND_META[kind]["name"],
+        "date": day,
+        "scope": scope_txt,
+        "mkt": mkt, "fm": fm,
+        "news": news, "news_txt": fmt_news(news, 10),
+        "pos": pos, "pos_txt": fmt_positions(pos),
+        "tgts": tgts, "tgts_txt": fmt_targets(tgts),
+        "global_txt": fmt_global(glob),
+        "global": glob,
+    }
+    return ctx
+
+
+def _base_prompt(ctx, detailed):
+    d = ctx["date"]
+    title = KIND_META[ctx["kind_name"] if ctx["kind_name"] in KIND_META else "premarket"]["title"] if False else ""
+    kind = "盘前分析" if "盘前" in ctx["kind_name"] else "盘后总结"
+    return f"""你是资深A股市场分析师，请基于下方【数据】生成一份{kind}报告。
+
+【报告日期】{d}
+【指数】{ctx['fm']['idx']}
+【涨跌结构】{ctx['fm']['breadth']}
+【领涨行业】{ctx['fm']['heat']}
+【领涨个股】{ctx['fm']['gainers']}
+【领跌个股】{ctx['fm']['losers']}
+【重点要闻】
+{ctx['news_txt']}
+【全球市场】
+{ctx['global_txt']}
+【持仓/自选股】
+{ctx['pos_txt']}
+【关注目标/主题】
+{ctx['tgts_txt']}
+"""
+
+
+def _brief_prompt(ctx):
+    return _base_prompt(ctx, False) + """
+【输出要求】输出一份精炼的盘前/盘后速览（约 200-300 字），Markdown 格式，包含：
+1. 一句话大盘研判
+2. 3-5 条关键要点（行情/消息/持仓/主题）
+3. 今日关注提示
+要求信息密集、数据准确，不要编造数据。"""
+
+
+def _detail_prompt(ctx):
+    return _base_prompt(ctx, True) + """
+【输出要求】输出一份完整的盘前/盘后分析报告（Markdown），结构如下：
+## 一、市场概览（指数表现/涨跌结构/量能/领涨领跌板块个股解读）
+## 二、消息面解析（分类解读重点要闻及影响：政策/行业/公司/机构观点）
+## 三、全球市场联动（外围市场表现及对A股的传导）
+## 四、持仓表现（逐只点评：涨跌、评分依据、近期消息面）
+## 五、关注目标/主题（各主题/个股的最新动态与影响度解读）
+## 六、操作策略与风险提示
+数据须严格来自上文【数据】，可补充合理分析逻辑，不得编造数字。"""
+
+
+def generate_reports(kind):
+    """生成 (brief_html, detail_html)"""
+    ctx = _build_context(kind)
+    brief_md = ""
+    detail_md = ""
+    try:
+        brief_md = llm_chat([
+            {"role": "system", "content": "你是一名严谨专业的A股市场分析师。"},
+            {"role": "user", "content": _brief_prompt(ctx)},
+        ]).strip()
+    except Exception as e:
+        log.warning("brief llm fail: %s", e)
+    try:
+        detail_md = llm_chat([
+            {"role": "system", "content": "你是一名严谨专业的A股市场分析师。"},
+            {"role": "user", "content": _detail_prompt(ctx)},
+        ]).strip()
+    except Exception as e:
+        log.warning("detail llm fail: %s", e)
+
+    brief_html = _render_brief(ctx, brief_md)
+    detail_html = _render_detail(ctx, detail_md)
+    return brief_html, detail_html
+
+
+# ===================================================================== 渲染
+def _render_brief(ctx, brief_md):
+    kind = KIND_META[ctx["kind_name"] if ctx["kind_name"] in KIND_META else "premarket"]
+    rows = []
+    for i in ctx["mkt"]["indexes"]:
+        rows.append(f"<b style='color:{'#e03e3e' if i['chg']>=0 else '#17a34a'}'>{i['label']} {i['value']:.2f} ({i['chg']:+.2f}%)</b>")
+    news_li = "".join(f"<li>[{n['publish_date']}] {html_mod.escape(n['title'])} <span style='color:#888'>({n['category']})</span></li>"
+                      for n in ctx["news"][:6]) or "<li>暂无</li>"
+    pos_li = "".join(f"<li><b>{p['name']}</b>({p['code']}) 收{p['close']} "
+                     f"<b style='color:{'#e03e3e' if p['change_pct']>=0 else '#17a34a'}'>{p['change_pct']:+.2f}%</b> · {p['industry']}</li>"
+                     for p in ctx["pos"]) or "<li>暂无持仓</li>"
+    tgt_li = "".join(f"<li>{html_mod.escape(t['name'])}（影响度{t['impact'] or '--'}，{t['change_kind'] or '—'}）</li>"
+                     for t in ctx["tgts"][:5]) or "<li>暂无目标</li>"
+    gb = " ｜ ".join(f"{g.get('label','')} {g.get('value',0):.2f} "
+                     f"<b style='color:{'#e03e3e' if g.get('chg',0)>=0 else '#17a34a'}'>({g.get('chg',0):+.2f}%)</b>" for g in ctx["global"][:6])
+    ai = html_mod.escape(brief_md) if brief_md else "（AI 简评生成失败，请查看附件详细版）"
+    return f"""<html><body style="font-family:Microsoft YaHei,Arial;background:#f5f6f8;padding:20px;">
+<div style="max-width:680px;margin:auto;background:#fff;border-radius:8px;border:1px solid #e5e7eb;overflow:hidden;">
+<div style="background:#1e293b;color:#fff;padding:16px 22px;">
+  <div style="font-size:20px;font-weight:bold;">📊 智能荐股 · {kind['name']}</div>
+  <div style="font-size:12px;opacity:.8;margin-top:4px;">{ctx['date']} · 简版速览 · 详细版见附件</div>
+</div>
+<div style="padding:18px 22px;">
+  <div style="font-size:15px;color:#333;margin-bottom:6px;">🔎 大盘：</div>
+  <div style="font-size:15px;">{'　'.join(rows)}</div>
+  <div style="color:#666;font-size:13px;margin-top:4px;">{ctx['fm']['breadth']}</div>
+  <div style="color:#666;font-size:13px;margin-top:4px;"><b>领涨行业：</b>{ctx['fm']['heat']}</div>
+  <div style="margin:14px 0;border-top:1px solid #eee;"></div>
+  <div style="font-size:14px;color:#333;margin-bottom:6px;">📰 重点要闻：</div>
+  <ul style="color:#444;font-size:13px;padding-left:20px;line-height:1.8;">{news_li}</ul>
+  <div style="margin:14px 0;border-top:1px solid #eee;"></div>
+  <div style="font-size:14px;color:#333;margin-bottom:6px;">🌏 全球市场：</div>
+  <div style="color:#444;font-size:13px;">{gb}</div>
+  <div style="margin:14px 0;border-top:1px solid #eee;"></div>
+  <div style="font-size:14px;color:#333;margin-bottom:6px;">💼 持仓：</div>
+  <ul style="color:#444;font-size:13px;padding-left:20px;line-height:1.8;">{pos_li}</ul>
+  <div style="margin:14px 0;border-top:1px solid #eee;"></div>
+  <div style="font-size:14px;color:#333;margin-bottom:6px;">🎯 关注目标/主题：</div>
+  <ul style="color:#444;font-size:13px;padding-left:20px;line-height:1.8;">{tgt_li}</ul>
+  <div style="margin:14px 0;border-top:1px solid #eee;"></div>
+  <div style="font-size:14px;color:#333;margin-bottom:6px;">🤖 AI 研判：</div>
+  <div style="color:#333;font-size:13px;line-height:1.8;white-space:pre-wrap;">{ai}</div>
+</div>
+<div style="background:#f8fafc;padding:10px 22px;color:#94a3b8;font-size:11px;text-align:center;">
+  智能荐股系统自动生成 · 内容基于模拟数据，仅供演示，不构成投资建议
+</div></div></body></html>"""
+
+
+def _md_to_html(md):
+    """极简 Markdown → HTML（用于附件详细版）"""
+    md = html_mod.escape(md or "")
+    out, in_list = [], False
+    for line in md.splitlines():
+        line = line.rstrip()
+        if not line:
+            if in_list:
+                out.append("</ul>"); in_list = False
+            continue
+        if line.startswith("## "):
+            if in_list:
+                out.append("</ul>"); in_list = False
+            out.append(f"<h2>{line[3:]}</h2>")
+        elif line.startswith("### "):
+            if in_list:
+                out.append("</ul>"); in_list = False
+            out.append(f"<h3>{line[4:]}</h3>")
+        elif line.startswith("##"):
+            if in_list:
+                out.append("</ul>"); in_list = False
+            out.append(f"<h2>{line[2:].strip()}</h2>")
+        elif line.startswith("- "):
+            if not in_list:
+                out.append("<ul>"); in_list = True
+            out.append(f"<li>{line[2:]}</li>")
+        elif line.startswith("# "):
+            if in_list:
+                out.append("</ul>"); in_list = False
+            out.append(f"<h1>{line[2:]}</h1>")
+        else:
+            if in_list:
+                out.append("</ul>"); in_list = False
+            out.append(f"<p>{line}</p>")
+    if in_list:
+        out.append("</ul>")
+    return "".join(out)
+
+
+def _render_detail(ctx, detail_md):
+    kind = KIND_META[ctx["kind_name"] if ctx["kind_name"] in KIND_META else "premarket"]
+    idx_rows = "".join(
+        f"<tr><td>{i['label']}</td><td>{i['value']:.2f}</td>"
+        f"<td style='color:{'#e03e3e' if i['chg']>=0 else '#17a34a'}'>{i['chg']:+.2f}%</td></tr>"
+        for i in ctx["mkt"]["indexes"])
+    stat = ctx["mkt"]["stat"] or {}
+    heat_rows = "".join(f"<tr><td>{h['industry']}</td><td>{h['cnt']}</td>"
+                        f"<td style='color:{'#e03e3e' if h['chg']>=0 else '#17a34a'}'>{h['chg']:+.2f}%</td></tr>"
+                        for h in ctx["mkt"]["heat"])
+    g_rows = "".join(f"<tr><td>{g['name']}</td><td>{g['code']}</td>"
+                     f"<td style='color:{'#e03e3e' if g['change_pct']>=0 else '#17a34a'}'>{g['change_pct']:+.2f}%</td></tr>"
+                     for g in ctx["mkt"]["gainers"])
+    l_rows = "".join(f"<tr><td>{g['name']}</td><td>{g['code']}</td>"
+                     f"<td style='color:{'#e03e3e' if g['change_pct']>=0 else '#17a34a'}'>{g['change_pct']:+.2f}%</td></tr>"
+                     for g in ctx["mkt"]["losers"])
+    news_rows = "".join(
+        f"<tr><td>{n['publish_date']}</td><td>{n['category']}</td><td>{html_mod.escape(n['title'])}</td>"
+        f"<td style='color:{'#e03e3e' if n['sentiment']>=0 else '#17a34a'}'>{n['sentiment']:+.2f}</td></tr>"
+        for n in ctx["news"][:15])
+    pos_rows = "".join(
+        f"<tr><td><b>{p['name']}</b>{p['code']}</td><td>{p['industry']}</td><td>{p['close']}</td>"
+        f"<td style='color:{'#e03e3e' if p['change_pct']>=0 else '#17a34a'}'>{p['change_pct']:+.2f}%</td>"
+        f"<td>{p['market_cap']:.0f}亿</td><td>{p['news_score']:+.2f}</td></tr>"
+        for p in ctx["pos"]) or "<tr><td colspan='6'>暂无持仓</td></tr>"
+    gb_rows = "".join(f"<tr><td>{g.get('label','')}</td><td>{g.get('value',0):.2f}</td>"
+                      f"<td style='color:{'#e03e3e' if g.get('chg',0)>=0 else '#17a34a'}'>{g.get('chg',0):+.2f}%</td></tr>"
+                      for g in ctx["global"])
+    body = _md_to_html(detail_md) if detail_md else "<p>（AI 分析生成失败）</p>"
+    return f"""<!DOCTYPE html><html lang="zh-CN"><head><meta charset="UTF-8">
+<title>智能荐股 · {kind['name']} {ctx['date']}</title>
+<style>
+body{{font-family:Microsoft YaHei,Arial,sans-serif;background:#f5f6f8;padding:24px;color:#333;line-height:1.8;}}
+.wrap{{max-width:820px;margin:auto;background:#fff;border:1px solid #e5e7eb;border-radius:10px;overflow:hidden;}}
+.head{{background:#1e293b;color:#fff;padding:20px 28px;}}
+.head h1{{margin:0;font-size:22px;}}
+.head .sub{{font-size:12px;opacity:.8;margin-top:4px;}}
+.body{{padding:20px 28px;}}
+h2{{border-bottom:2px solid #eef2f7;padding-bottom:8px;margin-top:28px;color:#1e293b;font-size:18px;}}
+h3{{color:#334155;margin-top:18px;}}
+table{{width:100%;border-collapse:collapse;margin:10px 0;font-size:13px;}}
+th,td{{border:1px solid #e5e7eb;padding:7px 10px;text-align:left;}}
+th{{background:#f8fafc;color:#475569;}}
+.up{{color:#e03e3e;}}.down{{color:#17a34a;}}
+.card{{background:#f8fafc;border:1px solid #e5e7eb;border-radius:8px;padding:14px 16px;margin:12px 0;font-size:13px;}}
+.foot{{background:#f8fafc;padding:12px 28px;color:#94a3b8;font-size:11px;text-align:center;}}
+</style></head><body><div class="wrap">
+<div class="head">
+  <h1>📊 智能荐股 · {kind['name']}（{ctx['date']}）</h1>
+  <div class="sub">市场/要闻/全球/持仓/主题 全景分析 · 详细版报告 · 自动生成</div>
+</div>
+<div class="body">
+  <h2>〇、数据总览</h2>
+  <div class="card"><b>指数</b><table><tr><th>指数</th><th>收盘</th><th>涨跌</th></tr>{idx_rows}</table>
+  <b>涨跌结构</b>：{ctx['fm']['breadth']}</div>
+  <div class="card"><b>行业热度</b><table><tr><th>行业</th><th>家数</th><th>平均涨跌</th></tr>{heat_rows}</table></div>
+  <div class="card"><b>领涨个股</b><table><tr><th>名称</th><th>代码</th><th>涨跌</th></tr>{g_rows}</table>
+  <b>领跌个股</b><table><tr><th>名称</th><th>代码</th><th>涨跌</th></tr>{l_rows}</table></div>
+  <h2>重点要闻</h2>
+  <table><tr><th>日期</th><th>分类</th><th>标题</th><th>情感</th></tr>{news_rows}</table>
+  <h2>全球市场</h2>
+  <table><tr><th>指数</th><th>点位</th><th>涨跌</th></tr>{gb_rows}</table>
+  <h2>持仓 / 自选股</h2>
+  <table><tr><th>股票</th><th>行业</th><th>收盘</th><th>涨跌</th><th>市值</th><th>消息面</th></tr>{pos_rows}</table>
+  <h2>关注目标 / 主题</h2>
+  {html_mod.escape(ctx['tgts_txt']).replace(chr(10), '<br>')}
+  <h2>AI 深度分析</h2>
+  {body}
+</div>
+<div class="foot">智能荐股系统自动生成 · 内容基于模拟数据，仅供演示，不构成投资建议</div>
+</div></body></html>"""
+
+
+# ===================================================================== 发送
+def send_daily_report(kind="premarket"):
+    """生成并发送报告：正文=简版，附件=详细版 HTML。返回 dict 状态"""
+    from engine.notifier import send_email
+    mc = mail_config()
+    brief_html, detail_html = generate_reports(kind)
+    meta = KIND_META.get(kind, KIND_META["premarket"])
+    subject = f"[智能荐股] {meta['name']} {time.strftime('%Y-%m-%d')}"
+    detail_file = f"智能荐股_{meta['name']}_{time.strftime('%Y%m%d')}.html"
+    try:
+        send_email(subject, brief_html, cfg=mc,
+                   attachments=[{"filename": detail_file, "content": detail_html.encode("utf-8")}])
+        execute("INSERT INTO report_log(kind, subject, brief_len, detail_len, status, message) "
+                "VALUES(?,?,?,?,'sent','附件: '||?)",
+                (kind, subject, len(brief_html), len(detail_html), detail_file))
+        return {"ok": True, "subject": subject, "detail_file": detail_file}
+    except Exception as e:
+        execute("INSERT INTO report_log(kind, subject, brief_len, detail_len, status, message) "
+                "VALUES(?,?,?,?,'failed',?)",
+                (kind, subject, len(brief_html), len(detail_html), str(e)))
+        return {"ok": False, "error": str(e)}
+
+
+def report_log(limit=20):
+    return query("SELECT * FROM report_log ORDER BY id DESC LIMIT ?", (limit,))
+
+
+if __name__ == "__main__":
+    import sys
+    kind = sys.argv[1] if len(sys.argv) > 1 else "premarket"
+    if kind not in ("premarket", "postmarket"):
+        kind = "premarket"
+    logging.basicConfig(level=logging.INFO)
+    r = send_daily_report(kind)
+    print(r)

reports.py

@@ -0,0 +1,28 @@
+# -*- coding: utf-8 -*-
+"""
+定时报告 CLI 入口（配合 crontab 使用）
+用法：
+  python3 reports.py premarket     # 盘前分析（工作日 9:00）
+  python3 reports.py postmarket    # 盘后总结（交易日 15:30）
+"""
+import logging
+import os
+import sys
+
+BASE_DIR = os.path.dirname(os.path.abspath(__file__))
+sys.path.insert(0, BASE_DIR)
+os.chdir(BASE_DIR)
+
+from database import init_db
+
+if __name__ == "__main__":
+    logging.basicConfig(level=logging.INFO,
+                        format="%(asctime)s %(levelname)s %(name)s %(message)s")
+    kind = sys.argv[1] if len(sys.argv) > 1 else "premarket"
+    if kind not in ("premarket", "postmarket"):
+        kind = "premarket"
+    init_db()
+    from engine.report import send_daily_report
+    r = send_daily_report(kind)
+    print(f"[{kind}] {r}")
+    sys.exit(0 if r.get("ok") else 1)

seed_data.py

@@ -15,6 +15,7 @@
 """
 import argparse
 import datetime as dt
+import json
 import math
 import random
 import sys
@@ -238,7 +239,8 @@ def gen_daily(dates):
         drift = {0: 0.0011, 1: 0.00025, 2: -0.00085}[trend]
         # 最近30天加速（制造趋势分化，让荐股有区分度）
         recent_drift = {0: 0.0045, 1: 0.0001, 2: -0.0045}[trend]
-        base_vol = float_shares * 10000 * random.uniform(0.8, 2.2)  # 基准成交量（万股）
+        # 基准成交量（万股）= 流通盘 × 0.4%~1.5% 日换手（贴近真实市场）
+        base_vol = float_shares * 10000 * random.uniform(0.004, 0.015)
         for i, d in enumerate(dates):
             phase = max(0, i - (len(dates) - 30))
             dr = drift + (recent_drift if phase > 0 else 0)
@@ -250,7 +252,7 @@ def gen_daily(dates):
             open_p = prev * (1 + random.gauss(0, vol * 0.5))
             high = max(open_p, p) * (1 + abs(random.gauss(0, vol * 0.35)))
             low = min(open_p, p) * (1 - abs(random.gauss(0, vol * 0.35)))
-            volume = base_vol * (1 + 3 * abs(r) / vol) * random.uniform(0.6, 1.4)
+            volume = base_vol * (1 + 1.5 * abs(r) / vol) * random.uniform(0.6, 1.4)
             amount = volume * (open_p + p) / 2          # 万元
             chg = (p - prev) / prev * 100
             daily.append((code, d, round(open_p, 2), round(high, 2), round(low, 2),
@@ -339,6 +341,30 @@ def _recent_days(n):
     return dates
 
 
+GLOBAL_INDICES = [
+    ("dji", "道琼斯", 34000), ("nasdaq", "纳斯达克", 12800), ("sp500", "标普500", 4400),
+    ("hsi", "恒生指数", 17500), ("nikkei", "日经225", 33000), ("kospi", "韩国KOSPI", 2500),
+    ("dax", "德国DAX", 16000), ("cac", "法国CAC40", 7000), ("ftse", "英国FTSE100", 7500),
+]
+
+
+def _gen_global(dates):
+    """生成全球主要指数模拟序列（随机游走，chg 基于前一交易日）"""
+    vals = {k: v for k, _, v in GLOBAL_INDICES}
+    prev = dict(vals)
+    out = {}
+    for d in dates:
+        row = {}
+        for k, label, _v in GLOBAL_INDICES:
+            vals[k] *= (1 + random.gauss(0.0002, 0.009))
+            row[k] = {"label": label, "value": round(vals[k], 2),
+                      "chg": round((vals[k] - prev[k]) / prev[k] * 100, 2)}
+        for k in prev:
+            prev[k] = vals[k]
+        out[d] = row
+    return out
+
+
 def gen_holdings(price, dates):
     """基金季度持仓：2025Q4 / 2026Q1 / 2026Q2"""
     rows = []
@@ -424,6 +450,10 @@ def main():
         "VALUES(?,?,?,?,?,?,?,?,?)", daily)
     executemany("INSERT OR REPLACE INTO market_index(date,sh,sz,cy) VALUES(?,?,?,?)",
                 [(d, v["sh"], v["sz"], v["cy"]) for d, v in index.items()])
+    # 全球市场指数（模拟）
+    gm = _gen_global(dates)
+    executemany("INSERT OR REPLACE INTO global_markets(date,data) VALUES(?,?)",
+                [(d, json.dumps(v, ensure_ascii=False)) for d, v in gm.items()])
     # 回填市值
     for code, name, industry, board, base, fs, trend, vol, biz in STOCKS:
         from database import execute as ex

static/js/admin.js

@@ -40,6 +40,34 @@ async function rebuildBt() {
   } catch (e) { toast('启动失败'); }
 }
 
+/* 定时报告 */
+async function sendReport(kind) {
+  const btn = event.target; btn.disabled = true;
+  try {
+    const r = await api('/api/report/send', { method: 'POST', headers: { 'Content-Type': 'application/json' }, body: JSON.stringify({ kind }) });
+    toast(r.msg || '已启动');
+    setTimeout(loadReportLog, 60000);
+    setTimeout(loadReportLog, 150000);
+  } catch (e) { toast('启动失败：' + e.message); }
+  btn.disabled = false;
+}
+
+async function loadReportLog() {
+  try {
+    const d = await api('/api/report/log');
+    const items = d.items || [];
+    if (!items.length) return;
+    $('#reportLogTb').innerHTML = items.map(r => `
+      <tr>
+        <td style="color:var(--muted)">${r.sent_at}</td>
+        <td>${r.kind === 'premarket' ? '🌅 盘前' : '🌇 盘后'}</td>
+        <td>${escapeHtml(r.subject)}</td>
+        <td><span class="tag ${r.status === 'sent' ? 'tag-推荐' : 'tag-负'}">${r.status}</span></td>
+        <td style="color:var(--text2);font-size:12px">${escapeHtml(r.message || '')}</td>
+      </tr>`).join('');
+  } catch (e) {}
+}
+
 async function reseed() {
   if (!confirm('将清空全部业务数据并重新生成（含向量索引重建，需 1-3 分钟），确定继续？')) return;
   try {
@@ -67,3 +95,4 @@ async function health() {
 }
 
 refreshStats();
+loadReportLog();

templates/admin.html

@@ -13,6 +13,25 @@
   </div>
 </div>
 
+<div class="card mt16">
+  <div class="card-title"><span class="bar" style="background:#8b5cf6"></span>📧 定时报告（工作日 9:00 盘前 / 交易日 15:30 盘后）</div>
+  <div class="flex wrap">
+    <button class="btn btn-primary" onclick="sendReport('premarket')">🌅 手动发送盘前分析</button>
+    <button class="btn btn-primary" onclick="sendReport('postmarket')">🌇 手动发送盘后总结</button>
+  </div>
+  <div class="mt16" style="color:var(--muted);font-size:12px;line-height:1.8">
+    自动触发已配置系统 cron：<code>0 9 * * 1-5</code> 盘前 · <code>30 15 * * 1-5</code> 盘后。<br>
+    每期发送两封形态：<b>简单版</b>（邮件正文速览）+ <b>详细版</b>（HTML 附件）。发送记录见下方表格。
+  </div>
+  <div class="card-title mt16" style="font-size:14px"><span class="bar" style="background:#8b5cf6"></span>发送记录</div>
+  <div style="overflow:auto;max-height:300px">
+    <table>
+      <thead><tr><th>时间</th><th>类型</th><th>主题</th><th>状态</th><th>说明</th></tr></thead>
+      <tbody id="reportLogTb"><tr><td colspan="5" class="empty">暂无记录</td></tr></tbody>
+    </table>
+  </div>
+</div>
+
 <div class="card mt16">
   <div class="card-title"><span class="bar" style="background:var(--gold)"></span>系统维护</div>
   <div class="flex wrap">