Initial commit: stock analysis backend and prototype UI.

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

backend/report.py

@@ -0,0 +1,168 @@
+"""AI 自动复盘日报：汇总当日盘面，生成图文日报（markdown），落库并可推送。
+
+数据全部来自中台（sector_daily / fund_flow_daily / sentiment_daily / dragon_tiger / stock_metrics），
+AI 点评与明日策略复用 ai.py（有 key 走大模型，无 key 规则降级）。
+"""
+from __future__ import annotations
+
+import datetime as dt
+
+from sqlalchemy import select, func
+
+import ai
+import llm
+import notifier
+from db import get_session
+from models import (SectorDaily, FundFlowDaily, SentimentDaily, DragonTiger,
+                    StockMetric, DailyReport)
+
+
+def _gather(date=None):
+    with get_session() as s:
+        d = (dt.date.fromisoformat(date) if date
+             else s.execute(select(func.max(SectorDaily.date))).scalar())
+        if not d:
+            return None
+        secs = s.execute(select(SectorDaily).where(SectorDaily.date == d)
+                         .order_by(SectorDaily.pct.desc())).scalars().all()
+        flows = s.execute(select(FundFlowDaily).where(FundFlowDaily.date == d)
+                          .order_by(FundFlowDaily.net.desc())).scalars().all()
+        senti = s.execute(select(SentimentDaily).where(SentimentDaily.date == d)).scalar_one_or_none()
+        lhb = s.execute(select(DragonTiger).where(DragonTiger.date == d)
+                        .order_by(DragonTiger.net.desc()).limit(6)).scalars().all()
+        mdate = s.execute(select(func.max(StockMetric.date))).scalar()
+        gainers = streak = []
+        if mdate:
+            gainers = s.execute(select(StockMetric).where(StockMetric.date == mdate)
+                                .order_by(StockMetric.pct.desc()).limit(8)).scalars().all()
+            streak = s.execute(select(StockMetric).where(StockMetric.date == mdate, StockMetric.up_streak >= 3)
+                               .order_by(StockMetric.up_streak.desc(), StockMetric.ret5.desc()).limit(8)).scalars().all()
+        return {
+            "date": d, "senti": senti, "secs": secs, "flows": flows, "lhb": lhb,
+            "gainers": [(x.name, x.code, x.pct) for x in gainers],
+            "streak": [(x.name, x.up_streak, x.ret5) for x in streak],
+        }
+
+
+def _build_markdown(g):
+    d = g["date"]
+    s = g["senti"]
+    secs, flows, lhb = g["secs"], g["flows"], g["lhb"]
+    parts = [f"# {d} 收盘复盘日报\n"]
+
+    # 一、市场温度
+    if s:
+        ratio = (s.up / max(1, s.up + s.down)) * 100
+        mood = "赚钱效应较好" if s.up > s.down * 1.5 else ("情绪偏弱" if s.down > s.up else "多空分歧")
+        parts.append("## 一、市场温度")
+        parts.append(f"- 涨跌家数：上涨 **{s.up}** / 下跌 **{s.down}** / 平盘 {s.flat}（上涨占比 {ratio:.0f}%）")
+        parts.append(f"- 涨停 **{s.limit_up}** 家 / 跌停 **{s.limit_down}** 家")
+        parts.append(f"- 综合判断：{mood}\n")
+
+    # 二、板块表现
+    if secs:
+        top = secs[:6]
+        bot = secs[-4:]
+        parts.append("## 二、板块表现")
+        parts.append("- 领涨：" + "，".join(f"{x.name}({x.pct:+.2f}%)" for x in top))
+        parts.append("- 领跌：" + "，".join(f"{x.name}({x.pct:+.2f}%)" for x in bot) + "\n")
+
+    # 三、资金流向
+    if flows:
+        parts.append("## 三、资金流向（主力净额）")
+        parts.append("- 净流入前列：" + "，".join(f"{x.name}({x.net:+.1f}亿)" for x in flows[:6]))
+        parts.append("- 净流出前列：" + "，".join(f"{x.name}({x.net:+.1f}亿)" for x in flows[-4:][::-1]) + "\n")
+
+    # 四、强势梯队
+    if g["streak"]:
+        parts.append("## 四、强势梯队（连涨）")
+        parts.append("、".join(f"{n}（{k}连阳, 5日{r:+.1f}%）" for n, k, r in g["streak"]) + "\n")
+
+    # 五、龙虎榜焦点
+    if lhb:
+        parts.append("## 五、龙虎榜焦点（净买额）")
+        parts.append("、".join(f"{n}({v:+.2f}亿)" for n, v in [(x.name, x.net) for x in lhb]) + "\n")
+
+    return "\n".join(parts)
+
+
+def generate(date=None, push=False):
+    """生成（或重生成）某日复盘日报。默认最新交易日。"""
+    g = _gather(date)
+    if not g:
+        return {"ok": False, "msg": "暂无入库数据，请先到数据中台入库"}
+    d = g["date"]
+    body = _build_markdown(g)
+
+    # AI 综合点评 + 明日策略（复用 ai.py）
+    rv = ai.review_daily_comment(d.isoformat())
+    st = ai.today_strategy()
+    source = "llm" if (rv.get("source") == "llm" or st.get("source") == "llm") else "rule"
+    body += "\n## 六、AI 综合点评\n" + (rv.get("text", "") if rv.get("ok") else "")
+    body += "\n\n## 七、明日策略\n" + (st.get("text", "") if st.get("ok") else "")
+
+    title = f"{d} 收盘复盘日报"
+    with get_session() as s:
+        row = s.get(DailyReport, d)
+        if row:
+            row.source, row.title, row.content = source, title, body
+        else:
+            row = DailyReport(date=d, source=source, title=title, content=body)
+            s.add(row)
+        s.commit()
+
+    result = {"ok": True, "date": d.isoformat(), "source": source, "title": title, "content": body}
+    if push and notifier.any_enabled():
+        try:
+            # 推送精简版（情绪 + 领涨 + AI 点评首段）
+            brief = _push_brief(g, rv)
+            res = notifier.notify("【智策】" + title, brief)
+            with get_session() as s:
+                r2 = s.get(DailyReport, d)
+                if r2:
+                    r2.pushed = True
+                    s.commit()
+            result["push"] = res
+        except Exception as e:
+            result["push"] = {"error": repr(e)[:120]}
+    return result
+
+
+def _push_brief(g, rv):
+    s = g["senti"]
+    lines = [f"{g['date']} 收盘复盘"]
+    if s:
+        lines.append(f"涨{s.up}/跌{s.down}，涨停{s.limit_up}/跌停{s.limit_down}")
+    if g["secs"]:
+        lines.append("领涨：" + "、".join(f"{x.name}({x.pct:+.1f}%)" for x in g["secs"][:4]))
+    if g["flows"]:
+        lines.append("吸金：" + "、".join(x.name for x in g["flows"][:4]))
+    txt = (rv.get("text") or "").strip().split("\n")[0]
+    if txt:
+        lines.append("点评：" + txt[:80])
+    return "\n".join(lines)
+
+
+def latest():
+    with get_session() as s:
+        row = s.execute(select(DailyReport).order_by(DailyReport.date.desc())).scalars().first()
+        if not row:
+            return {"ok": False, "msg": "暂无日报，请先生成"}
+        return {"ok": True, "date": row.date.isoformat(), "source": row.source,
+                "title": row.title, "content": row.content, "pushed": row.pushed}
+
+
+def get_by_date(date):
+    with get_session() as s:
+        row = s.get(DailyReport, dt.date.fromisoformat(date))
+        if not row:
+            return {"ok": False, "msg": "该日无日报"}
+        return {"ok": True, "date": row.date.isoformat(), "source": row.source,
+                "title": row.title, "content": row.content, "pushed": row.pushed}
+
+
+def history(limit=30):
+    with get_session() as s:
+        rows = s.execute(select(DailyReport).order_by(DailyReport.date.desc()).limit(limit)).scalars().all()
+        return {"list": [{"date": r.date.isoformat(), "source": r.source,
+                          "title": r.title, "pushed": r.pushed} for r in rows]}