Initial commit: stock analysis backend and prototype UI.

Co-authored-by: Cursor <cursoragent@cursor.com>

backend/config.py

@@ -0,0 +1,53 @@
+"""中台配置。优先读环境变量，便于以后切换部署环境。
+
+可在 backend/.env 写入密钥（大模型 key、邮箱、推送 token），无需改代码。
+"""
+import os
+
+try:
+    from dotenv import load_dotenv
+    load_dotenv(os.path.join(os.path.dirname(os.path.abspath(__file__)), ".env"))
+except Exception:
+    pass
+
+PG_USER = os.getenv("PG_USER", "postgres")
+PG_PASSWORD = os.getenv("PG_PASSWORD", "13142324")
+PG_HOST = os.getenv("PG_HOST", "localhost")
+PG_PORT = os.getenv("PG_PORT", "5432")
+PG_DB = os.getenv("PG_DB", "stock_cs")
+
+DB_URL = f"postgresql+psycopg2://{PG_USER}:{PG_PASSWORD}@{PG_HOST}:{PG_PORT}/{PG_DB}"
+DB_URL_DEFAULT = f"postgresql+psycopg2://{PG_USER}:{PG_PASSWORD}@{PG_HOST}:{PG_PORT}/postgres"
+
+# 默认入库股票池（沪深龙头 + 自选）。可在「数据中台」页或环境变量扩展。
+DEFAULT_UNIVERSE = [
+    "600519", "300750", "002594", "688981", "300059", "601012",
+    "600036", "601318", "000858", "002415", "600276", "002230",
+    "601899", "600030", "000333", "002475", "300760", "601166",
+    "688111", "600887",
+]
+
+# 收盘后定时任务时间（24h制，本地时区）
+INGEST_HOUR = int(os.getenv("INGEST_HOUR", "15"))
+INGEST_MINUTE = int(os.getenv("INGEST_MINUTE", "35"))
+
+# ---- 大模型（OpenAI 兼容，DeepSeek/通义/Kimi 等均可）----
+# 配置环境变量 LLM_API_KEY 后即启用真实大模型，否则走内置规则点评。
+LLM_API_KEY = os.getenv("LLM_API_KEY", "")
+LLM_BASE_URL = os.getenv("LLM_BASE_URL", "https://api.deepseek.com/v1")
+LLM_MODEL = os.getenv("LLM_MODEL", "deepseek-chat")
+LLM_TIMEOUT = int(os.getenv("LLM_TIMEOUT", "40"))
+
+# ---- 推送通知 ----
+# 邮件（SMTP）
+SMTP_HOST = os.getenv("SMTP_HOST", "")
+SMTP_PORT = int(os.getenv("SMTP_PORT", "465"))
+SMTP_USER = os.getenv("SMTP_USER", "")
+SMTP_PASSWORD = os.getenv("SMTP_PASSWORD", "")   # 邮箱授权码
+SMTP_TO = os.getenv("SMTP_TO", "")               # 收件人，多个用逗号
+# Server酱 Turbo（微信推送，最简单）
+SERVERCHAN_KEY = os.getenv("SERVERCHAN_KEY", "")
+# 企业微信群机器人 webhook
+WECOM_WEBHOOK = os.getenv("WECOM_WEBHOOK", "")
+# PushPlus（微信推送）
+PUSHPLUS_TOKEN = os.getenv("PUSHPLUS_TOKEN", "")