2 Commits
10 changed files with 219 additions and 35 deletions
+29 -4
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@@ -24,7 +24,7 @@
| 📑 AI 分析详情 | `/analysis/<id>` | 研报正文 + **大模型参考的数据源**(RAG新闻/概况/指标/评级/持仓/提示词) |
| 🧭 持仓跟踪报告 | `/tracking` | 产业链深度跟踪报告总览(⏰ 自动化页入口进入) |
| 🔧 系统设置 | `/settings` | 邮件 SMTP + 大模型接口配置 |
| ⚙️ 数据管理 | `/admin` | 数据统计、向量库状态、一键重灌、重建回测、依赖体检 |
| ⚙️ 数据管理 | `/admin` | 数据统计、向量库状态、一键重灌、重建回测、**定时报告手动触发与日志** |
---
@@ -132,6 +132,8 @@ cd works/stock-advisor
| `notification_log` | 舆情通知日志 | news_id/importance/status |
| `watch_targets` | 跟踪目标(概念/主题/股票) | type/name/keywords/enabled |
| `tracking_reports` | 跟踪报告(含类型/数据源/影响度 JSON | target_type/code/report/meta |
| `report_log` | 定时报告发送日志 | kind/subject/status |
| `global_markets` | 全球主要指数(模拟) | date/data(JSON) |
---
@@ -198,6 +200,8 @@ cd works/stock-advisor
**防打扰机制**`monitor_last_news_id` 水位只扫新增;首次启动只建水位不通知历史;单封邮件最多 20 条。
**🌙 静默期**:可配置某些时段不发送邮件(如夜间/午休),支持多段 `23:00-07:30,12:00-13:00`(跨午夜)。命中静默时段时扫描照常、仅抑制发送(日志标记为 `quiet`,水位正常推进,不会在结束后补发积压)。在 ⏰ 自动化页开启。
### 5. 持仓跟踪智能体(engine/agent.py + chain_data.py
对**持仓(自选股)**与**目标概念/主题/股票**定期主动跟踪,由**大模型智能体 + 工作流**驱动:
@@ -217,16 +221,35 @@ cd works/stock-advisor
- **影响度判定**:大模型输出 JSONsignificance / impact_score / change_kind / summary / chain_trend),前置输出防截断,容错解析
- **主动调度**:后台调度器按间隔(默认 60 分钟)跟踪全部持仓+目标;支持「立即跟踪全部目标/单只」
- **重大变化通知**impact_score ≥ 阈值(默认 65)自动邮件(股票/概念通用)
- **🌙 静默期**:可配置某些时段不发送重大变化邮件(跟踪报告照常生成入库),在 ⏰ 自动化页开启,多段/跨午夜均支持
- **页面 `/tracking`**:股票+概念报告总览;**⏰ 自动化**页可管理持仓与目标、查看最近报告
### 5. 系统设置(/settings
### 6. 系统设置(/settings
- **📧 邮件**:SMTP 服务器/端口/加密模式(plain/starttls/ssl/账号/密码/收件人 + 测试邮件
- **🤖 大模型**base_url / api_key / model**运行时生效**+ 测试连接
- **📰 监控**:开关/间隔/分类/阈值/关键词 + 立即扫描 + 通知日志
> 设置存入 `settings` 表,优先于 `config.py` 默认值,无需改代码。
### 7. 每日定时报告(engine/report.py + reports.py + cron
工作日自动发送两封行情报告到邮箱:
| 时段 | cron | 内容 |
|---|---|---|
| 🌅 盘前分析 | `0 9 * * 1-5` | 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 |
| 🌇 盘后总结 | `30 15 * * 1-5` | 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(指数/涨跌结构/要闻/持仓/目标 + AI 研判速览)
- **详细版**:HTML 附件(数据总览表格 + 全球市场 + 持仓明细 + AI 深度分析全文)
- **全球市场数据** `global_markets` 表(模拟):道琼斯/纳斯达克/标普/恒生/日经/KOSPI/德法英等 9 大指数
- 报告由 DeepSeek 基于当日数据生成研判(简版+详版两次调用),失败自动降级为数据速览
- **手动触发**:数据管理页「定时报告」卡片(🌅/🌇 按钮)+ 发送日志 `report_log`
- **🌙 静默期**:数据管理页可配置报告静默时段,命中时段内不生成、不发送(日志标记为 `quiet`
- CLI`python3 reports.py premarket|postmarket`
---
## 🔌 API 文档
@@ -296,7 +319,7 @@ cd works/stock-advisor
| 方法 | 路径 | 说明 |
|---|---|---|
| GET | `/api/settings` | 读取全部设置 |
| POST | `/api/settings` | 保存设置 `{mail, llm, monitor}` |
| POST | `/api/settings` | 保存设置 `{mail, llm, monitor, tracking, quiet}`quiet 含 monitor/tracking/report 三任务静默期) |
| POST | `/api/settings/test-email` | 发送测试邮件 |
| POST | `/api/settings/test-llm` | 测试大模型连接 |
| POST | `/api/monitor/scan` | 立即扫描新闻 |
@@ -364,6 +387,8 @@ IS_MOCK = False
| v1.4.0 | 持仓跟踪智能体:产业链上下游深度分析(上游供给/成本、下游需求/景气、同业),影响度判定+重大变化通知 |
| v1.5.0 | 舆情监控与持仓跟踪合并为「⏰ 自动化」导航入口(双选项卡);修复布尔设置存储兼容 |
| v1.6.0 | 目标跟踪:概念/主题/股票(watch_targets),概念智能体分析+受益个股,持仓管理与目标管理,报告支持双类型 |
| v1.7.0 | 每日定时报告:工作日 9:00 盘前 / 15:30 盘后,简版正文+详细版附件,全球市场数据,cron 定时+手动触发 |
| v1.8.0 | 🌙 静默期:舆情监控/持仓跟踪/定时报告三大自动化任务均可独立配置静默时段(多段/跨午夜),命中时段不发送邮件(日志标记 quiet) |
---
+14 -1
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@@ -561,7 +561,7 @@ def api_backtest_rebuild():
@app.route("/api/settings")
def api_settings():
from settings import all_settings, mail_config, monitor_config, monitor_state, \
tracking_config, tracking_state
tracking_config, tracking_state, quiet_config
from config import LLM_BASE_URL, LLM_API_KEY, LLM_MODEL
s = all_settings()
mail = mail_config()
@@ -571,6 +571,11 @@ def api_settings():
"mail": mail,
"monitor": mono,
"tracking": {**track, **tracking_state()},
"quiet": { # 各自动化任务的静默期配置
"monitor": quiet_config("monitor"),
"tracking": quiet_config("tracking"),
"report": quiet_config("report"),
},
"llm": {
"base_url": s.get("llm_base_url", LLM_BASE_URL),
"api_key": s.get("llm_api_key", LLM_API_KEY),
@@ -614,6 +619,14 @@ def api_settings_save():
set_setting("tracking_enabled", _bool_str(track["tracking_enabled"]))
if "tracking_notify" in track:
set_setting("tracking_notify", _bool_str(track["tracking_notify"]))
# 静默期(各自动化任务独立配置)
quiet = body.get("quiet") or {}
for prefix in ("monitor", "tracking", "report"):
q = quiet.get(prefix) or {}
if "enabled" in q:
set_setting(f"{prefix}_quiet_enabled", _bool_str(q["enabled"]))
if "ranges" in q:
set_setting(f"{prefix}_quiet_ranges", str(q["ranges"] or "").strip())
return jsonify({"ok": True, "msg": "设置已保存"})
+7 -2
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@@ -19,7 +19,8 @@ import threading
import time
from database import query, query_one, execute
from settings import tracking_config, tracking_state, set_tracking_state, mail_config
from settings import tracking_config, tracking_state, set_tracking_state, mail_config, \
quiet_config, in_quiet_period
from engine.chain_data import get_chain
from engine.indicators import compute_indicators
from rag.vector_store import query_vectors
@@ -287,10 +288,14 @@ def _first_heading(text):
def _notify_if_significant(rid, stock, meta):
"""影响度达阈值且开启通知 → 邮件(股票/概念通用)"""
"""影响度达阈值且开启通知 → 邮件(股票/概念通用)。静默期内抑制发送。"""
cfg = tracking_config()
try:
if cfg["notify"] and int(meta.get("impact_score", 0)) >= int(cfg["impact_threshold"]):
qc = quiet_config("tracking")
if qc["enabled"] and in_quiet_period(qc["ranges"]):
log.info("tracking notify suppressed by quiet period: %s", stock.get("name"))
return
from engine.notifier import send_email
mc = mail_config()
nc = meta.get("news_counts") or {}
+30 -22
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@@ -18,7 +18,8 @@ from email.mime.text import MIMEText
from email.utils import formataddr, formatdate
from database import query, execute, query_one
from settings import mail_config, monitor_config, monitor_state, set_monitor_state
from settings import mail_config, monitor_config, monitor_state, set_monitor_state, \
quiet_config, in_quiet_period
log = logging.getLogger("notifier")
@@ -180,27 +181,34 @@ def scan_news(force=False):
sent, failed = 0, 0
if important:
# 单封邮件最多带 20 条,避免超大邮件
shown = important[:20]
omitted = len(important) - len(shown)
items = [{"news": it["news"], "score": it["score"],
"stocks": _fetch_related_names([c for c in (it["news"]["related_stocks"] or "").split(",") if c])}
for it in shown]
subject = f"[舆情监控] {len(important)} 条重要资讯:{important[0]['news']['title'][:24]}" + \
(f"{len(important)}" if len(important) > 1 else "")
try:
html = build_email_html(items)
if omitted:
html += f"<p style='color:#888;font-size:12px'>……另有 {omitted} 条重要资讯已省略,详见系统。</p>"
if cfg.get("email_enabled", True):
send_email(subject, html)
status, msg = "sent", ""
else:
status, msg = "skipped", "邮件功能未启用"
except Exception as e:
status, msg = "failed", str(e)
failed = len(important)
log.warning("notify email fail: %s", e)
# 静默期判断:命中则本次不发送邮件(仍记账推进水位,避免静默结束后补发积压)
qc = quiet_config("monitor")
quiet = qc["enabled"] and in_quiet_period(qc["ranges"])
omitted = 0
if quiet:
status, msg = "quiet", "静默期内已抑制发送"
else:
# 单封邮件最多带 20 条,避免超大邮件
shown = important[:20]
omitted = len(important) - len(shown)
items = [{"news": it["news"], "score": it["score"],
"stocks": _fetch_related_names([c for c in (it["news"]["related_stocks"] or "").split(",") if c])}
for it in shown]
subject = f"[舆情监控] {len(important)} 条重要资讯:{important[0]['news']['title'][:24]}" + \
(f"{len(important)}" if len(important) > 1 else "")
try:
html = build_email_html(items)
if omitted:
html += f"<p style='color:#888;font-size:12px'>……另有 {omitted} 条重要资讯已省略,详见系统。</p>"
if cfg.get("email_enabled", True):
send_email(subject, html)
status, msg = "sent", ""
else:
status, msg = "skipped", "邮件功能未启用"
except Exception as e:
status, msg = "failed", str(e)
failed = len(important)
log.warning("notify email fail: %s", e)
# 写日志
for it in important:
execute(
+10 -2
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@@ -14,7 +14,7 @@ import logging
import time
from database import query, query_one, execute
from settings import mail_config
from settings import mail_config, quiet_config, in_quiet_period
from engine.analyst import llm_chat
log = logging.getLogger("report")
@@ -428,8 +428,16 @@ th{{background:#f8fafc;color:#475569;}}
# ===================================================================== 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"""
"""生成并发送报告:正文=简版,附件=详细版 HTML。静默期内抑制发送。返回 dict 状态"""
from engine.notifier import send_email
# 静默期判断:命中则不生成、不发送,仅记一条 quiet 日志
qc = quiet_config("report")
if qc["enabled"] and in_quiet_period(qc["ranges"]):
meta = KIND_META.get(kind, KIND_META["premarket"])
subject = f"[智能荐股] {meta['name']} {time.strftime('%Y-%m-%d')}"
execute("INSERT INTO report_log(kind, subject, brief_len, detail_len, status, message) "
"VALUES(?,?,0,0,'quiet',?)", (kind, subject, "静默期内已抑制发送"))
return {"ok": False, "quiet": True, "msg": "静默期内已抑制发送"}
mc = mail_config()
brief_html, detail_html = generate_reports(kind)
meta = KIND_META.get(kind, KIND_META["premarket"])
+48
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@@ -4,6 +4,8 @@
- get_setting(key, default) / set_setting(key, value) / all_settings() / save_all(dict)
- 提供 LLM / 邮件 / 监控 三段配置的便捷读取
"""
import time
from database import query, execute, query_one
from config import LLM_BASE_URL, LLM_API_KEY, LLM_MODEL, LLM_MAX_TOKENS, \
LLM_TEMPERATURE, LLM_TIMEOUT, MAIL_DEFAULTS, MONITOR_DEFAULTS, TRACKING_DEFAULTS
@@ -116,6 +118,52 @@ def tracking_config():
}
# ===================================================================== 静默期
def quiet_config(prefix):
"""某个自动化任务的静默期配置。prefix: monitor / tracking / report"""
return {
"enabled": _truthy(get_setting(f"{prefix}_quiet_enabled", "0")),
"ranges": (get_setting(f"{prefix}_quiet_ranges", "") or "").strip(),
}
def in_quiet_period(ranges_str=None, now=None):
"""判断当前时刻是否落在静默时段内。
ranges 格式:"22:00-07:30"(支持跨午夜)或 "23:00-07:30,12:00-13:00"(多个时段逗号分隔)。
任一时段命中即返回 True;解析失败/空配置返回 False。
"""
ranges_str = (ranges_str or "").strip()
if not ranges_str:
return False
if now is None:
now = time.localtime()
if hasattr(now, "tm_hour"):
cur = now.tm_hour * 60 + now.tm_min
else: # datetime 对象
cur = now.hour * 60 + now.minute
for part in ranges_str.replace("", ",").split(","):
part = part.strip()
if "-" not in part:
continue
try:
a, b = part.split("-", 1)
sh, sm = a.strip().split(":")
eh, em = b.strip().split(":")
start = int(sh) * 60 + int(sm)
end = int(eh) * 60 + int(em)
except Exception:
continue
if start == end:
continue
if start < end:
if start <= cur < end:
return True
else: # 跨天时段,如 23:00-07:30
if cur >= start or cur < end:
return True
return False
def tracking_state():
return {
"last_run": get_setting("tracking_last_run", ""),
+22 -1
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@@ -52,6 +52,26 @@ async function sendReport(kind) {
btn.disabled = false;
}
/* 定时报告 · 静默期 */
async function loadReportQuiet() {
try {
const d = await api('/api/settings');
const q = (d.quiet && d.quiet.report) || {};
$('#reportQuietEnabled').checked = !!q.enabled;
$('#reportQuietRanges').value = q.ranges || '';
} catch (e) {}
}
async function saveReportQuiet() {
try {
const r = await api('/api/settings', { method: 'POST', headers: { 'Content-Type': 'application/json' }, body: JSON.stringify({ quiet: { report: {
enabled: $('#reportQuietEnabled').checked,
ranges: $('#reportQuietRanges').value.trim()
} } }) });
toast(r.msg || '已保存');
} catch (e) { toast('保存失败:' + e.message); }
}
async function loadReportLog() {
try {
const d = await api('/api/report/log');
@@ -62,7 +82,7 @@ async function loadReportLog() {
<td style="color:var(--muted)">${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><span class="tag ${r.status === 'sent' ? 'tag-推荐' : r.status === 'quiet' ? 'tag-关注' : 'tag-负'}">${r.status === 'sent' ? '已发送' : r.status === 'quiet' ? '🌙 静默' : '失败'}</span></td>
<td style="color:var(--text2);font-size:12px">${escapeHtml(r.message || '')}</td>
</tr>`).join('');
} catch (e) {}
@@ -96,3 +116,4 @@ async function health() {
refreshStats();
loadReportLog();
loadReportQuiet();
+28 -3
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@@ -21,12 +21,20 @@ async function loadAuto() {
const cats = mono.categories || [];
$$('#monitorCats input').forEach(c => c.checked = cats.includes(c.value));
renderMonitorState(autoSettings.state);
// 静默期(舆情)
const mq = (autoSettings.quiet && autoSettings.quiet.monitor) || {};
$('#monitorQuietEnabled').checked = !!mq.enabled;
$('#monitorQuietRanges').value = mq.ranges || '';
// 持仓跟踪
$('#trackingEnabled').checked = !!tr.enabled;
$('#trackingInterval').value = tr.interval_min;
$('#trackingImpact').value = tr.impact_threshold;
$('#trackingNotify').checked = !!tr.notify;
renderTrackingState(tr);
// 静默期(跟踪)
const tq = (autoSettings.quiet && autoSettings.quiet.tracking) || {};
$('#trackingQuietEnabled').checked = !!tq.enabled;
$('#trackingQuietRanges').value = tq.ranges || '';
loadLog();
loadTrackReports();
loadPositions();
@@ -61,10 +69,27 @@ function collectMonitor() {
};
}
function collectMonitorQuiet() {
return {
enabled: $('#monitorQuietEnabled').checked,
ranges: $('#monitorQuietRanges').value.trim()
};
}
function collectTrackingQuiet() {
return {
enabled: $('#trackingQuietEnabled').checked,
ranges: $('#trackingQuietRanges').value.trim()
};
}
/* ===================== 保存 ===================== */
async function saveMonitor() {
try {
const r = await api('/api/settings', { method: 'POST', headers: { 'Content-Type': 'application/json' }, body: JSON.stringify({ monitor: collectMonitor() }) });
const r = await api('/api/settings', { method: 'POST', headers: { 'Content-Type': 'application/json' }, body: JSON.stringify({
monitor: collectMonitor(),
quiet: { monitor: collectMonitorQuiet() }
}) });
toast(r.msg || '已保存');
} catch (e) { toast('保存失败:' + e.message); }
}
@@ -76,7 +101,7 @@ async function saveTracking() {
tracking_interval: $('#trackingInterval').value,
tracking_impact_threshold: $('#trackingImpact').value,
tracking_notify: $('#trackingNotify').checked
} }) });
}, quiet: { tracking: collectTrackingQuiet() } }) });
toast(r.msg || '已保存');
} catch (e) { toast('保存失败:' + e.message); }
}
@@ -206,7 +231,7 @@ async function loadLog() {
<td><span class="cat-tag ${n.category}">${n.category}</span></td>
<td class="num ${pctClass(n.sentiment)}">${n.sentiment > 0 ? '利好' : n.sentiment < 0 ? '利空' : '中性'} (${Number(n.sentiment).toFixed(2)})</td>
<td class="num"><b>${n.importance}</b></td>
<td><span class="tag ${n.status === 'sent' ? 'tag-推荐' : n.status === 'skipped' ? 'tag-关注' : 'tag-负'}">${n.status}</span></td>
<td><span class="tag ${n.status === 'sent' ? 'tag-推荐' : n.status === 'skipped' ? 'tag-关注' : n.status === 'quiet' ? 'tag-关注' : 'tag-负'}">${n.status === 'sent' ? '已发送' : n.status === 'skipped' ? '已跳过' : n.status === 'quiet' ? '🌙 静默' : '失败'}</span></td>
</tr>`).join('');
} catch (e) {}
}
+11
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@@ -23,6 +23,17 @@
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="mt16" style="border-top:1px solid var(--border);padding-top:10px">
<div class="between mt16">
<div class="card-title" style="font-size:14px;margin-bottom:0"><span class="bar" style="background:#f472b6"></span>🌙 静默期 —— 某些时段不发送报告邮件</div>
<label class="switch"><input type="checkbox" id="reportQuietEnabled"><span></span></label>
</div>
<div class="mt8 settings-form">
<div class="sf-row" style="align-items:flex-start"><label>静默时段</label><input class="input" id="reportQuietRanges" placeholder="如 09:30-10:00,11:30-13:00(多段逗号分隔,支持跨午夜)" style="width:100%"></div>
</div>
<div class="mt8"><button class="btn btn-primary" onclick="saveReportQuiet()">💾 保存报告静默期</button></div>
<div style="color:var(--muted);font-size:12px;line-height:1.8">开启后,落在静默时段内的定时/手动报告将<span style="color:var(--gold)">不生成、不发送</span>(发送记录标记为“静默”)。</div>
</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>
+20
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@@ -29,6 +29,16 @@
</div>
<div class="sf-row" style="align-items:flex-start"><label>关键词(逗号分隔)</label><textarea class="input" id="monitorKeywords" rows="2" style="width:100%"></textarea></div>
</div>
<div class="mt16" style="border-top:1px solid var(--border);padding-top:6px">
<div class="between mt16">
<div class="card-title" style="font-size:14px;margin-bottom:0"><span class="bar" style="background:#f472b6"></span>🌙 静默期 —— 某些时段不发送邮件通知</div>
<label class="switch"><input type="checkbox" id="monitorQuietEnabled"><span></span></label>
</div>
<div class="mt8 settings-form">
<div class="sf-row" style="align-items:flex-start"><label>静默时段</label><input class="input" id="monitorQuietRanges" placeholder="如 22:00-07:30(跨午夜)或 23:00-07:30,12:00-13:00(多段逗号分隔)" style="width:100%"></div>
</div>
<div style="color:var(--muted);font-size:12px;line-height:1.8">开启后,落在静默时段内的扫描将<span style="color:var(--gold)">不发送邮件</span>(通知日志标记为“静默”,水位正常推进,不会在结束后补发积压)。</div>
</div>
<div class="flex mt16 wrap">
<button class="btn btn-primary" onclick="saveMonitor()">💾 保存监控设置</button>
<button class="btn" onclick="scanNow()">⚡ 立即扫描</button>
@@ -58,6 +68,16 @@
<label class="switch"><input type="checkbox" id="trackingNotify"><span></span></label>
</div>
</div>
<div class="mt16" style="border-top:1px solid var(--border);padding-top:6px">
<div class="between mt16">
<div class="card-title" style="font-size:14px;margin-bottom:0"><span class="bar" style="background:#f472b6"></span>🌙 静默期 —— 某些时段不发送邮件通知</div>
<label class="switch"><input type="checkbox" id="trackingQuietEnabled"><span></span></label>
</div>
<div class="mt8 settings-form">
<div class="sf-row" style="align-items:flex-start"><label>静默时段</label><input class="input" id="trackingQuietRanges" placeholder="如 22:00-07:30(跨午夜)或 23:00-07:30,12:00-13:00(多段逗号分隔)" style="width:100%"></div>
</div>
<div style="color:var(--muted);font-size:12px;line-height:1.8">开启后,落在静默时段内发现的重大变化将<span style="color:var(--gold)">不发送邮件</span>(跟踪报告照常生成入库)。</div>
</div>
<div class="flex mt16 wrap">
<button class="btn btn-primary" onclick="saveTracking()">💾 保存跟踪设置</button>
<button class="btn" onclick="runTrackAll()">⚡ 立即跟踪全部目标</button>