339 lines
12 KiB
Python
339 lines
12 KiB
Python
"""交易日历与关键事件提醒"""
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import datetime as dt
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from typing import List, Optional, Dict
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from sqlalchemy import select, and_
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from db import get_session
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from models import Trade, Security, CorporateEvent, AlertEvent
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import akshare_service as svc
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try:
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import akshare as ak
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AK_OK = True
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except Exception:
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ak = None
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AK_OK = False
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def get_upcoming_dividends(days_ahead: int = 30) -> Dict:
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"""获取即将到来的除权除息日"""
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today = dt.date.today()
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end = today + dt.timedelta(days=days_ahead)
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# 获取持仓股票代码
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with get_session() as s:
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trades = s.execute(select(Trade).order_by(Trade.date)).scalars().all()
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# 计算当前持仓
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pos = {}
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for t in trades:
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if t.code not in pos:
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pos[t.code] = {"qty": 0, "name": t.name}
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if t.side == "buy":
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pos[t.code]["qty"] += t.qty
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else:
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pos[t.code]["qty"] = max(0, pos[t.code]["qty"] - t.qty)
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holding_codes = [c for c, v in pos.items() if v["qty"] > 0]
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events = []
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if AK_OK and holding_codes:
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try:
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df = ak.stock_zh_a_dividend()
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if df is not None and not df.empty:
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for _, r in df.iterrows():
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code = str(r.get("代码", ""))
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if code not in holding_codes:
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continue
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ex_date_str = str(r.get("除权除息日", ""))
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if not ex_date_str or ex_date_str == "nan":
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continue
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try:
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ex_date = dt.date.fromisoformat(ex_date_str[:10])
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if today <= ex_date <= end:
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days_left = (ex_date - today).days
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events.append({
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"code": code,
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"name": pos[code]["name"],
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"event_type": "除权除息",
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"event_date": ex_date.isoformat(),
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"days_left": days_left,
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"detail": f"送股: {r.get('送股', 0)}, 转增: {r.get('转增', 0)}, 派息: {r.get('派息', 0)}",
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"is_holding": True,
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"urgency": "high" if days_left <= 3 else "medium"
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})
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except Exception:
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continue
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except Exception:
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pass
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# 补充从数据库中获取的事件
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with get_session() as s:
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db_events = s.execute(
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select(CorporateEvent).where(
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and_(
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CorporateEvent.event_type == "dividend",
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CorporateEvent.event_date >= today,
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CorporateEvent.event_date <= end
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)
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).order_by(CorporateEvent.event_date)
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).scalars().all()
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for e in db_events:
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if any(ev["code"] == e.code for ev in events):
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continue
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days_left = (e.event_date - today).days
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events.append({
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"code": e.code,
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"name": e.name,
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"event_type": "除权除息",
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"event_date": e.event_date.isoformat(),
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"days_left": days_left,
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"detail": e.description,
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"is_holding": e.code in holding_codes,
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"urgency": "high" if days_left <= 3 else "medium"
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})
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events.sort(key=lambda x: x["event_date"])
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return {"ok": True, "events": events, "count": len(events)}
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def get_unlock_calendar(days_ahead: int = 90) -> Dict:
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"""获取限售解禁日历"""
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today = dt.date.today()
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end = today + dt.timedelta(days=days_ahead)
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events = []
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if AK_OK:
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try:
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df = ak.stock_restricted_release_summary_em()
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if df is not None and not df.empty:
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for _, r in df.head(50).iterrows():
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date_str = str(r.get("解禁日期", ""))
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if not date_str or date_str == "nan":
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continue
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try:
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unlock_date = dt.date.fromisoformat(date_str[:10])
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if today <= unlock_date <= end:
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amount = float(r.get("解禁数量", 0) or 0)
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market_val = float(r.get("解禁市值", 0) or 0)
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events.append({
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"code": str(r.get("代码", "")),
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"name": str(r.get("名称", "")),
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"event_type": "限售解禁",
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"event_date": unlock_date.isoformat(),
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"days_left": (unlock_date - today).days,
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"detail": f"解禁市值: {round(market_val/1e8, 2)}亿",
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"amount_billion": round(market_val / 1e8, 2),
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"urgency": "high" if market_val >= 10e8 else "medium"
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})
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except Exception:
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continue
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except Exception:
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pass
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# 从数据库补充
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with get_session() as s:
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db_events = s.execute(
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select(CorporateEvent).where(
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and_(
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CorporateEvent.event_type == "unlock",
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CorporateEvent.event_date >= today,
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CorporateEvent.event_date <= end
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)
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).order_by(CorporateEvent.event_date)
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).scalars().all()
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for e in db_events:
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if any(ev["code"] == e.code for ev in events):
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continue
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events.append({
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"code": e.code,
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"name": e.name,
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"event_type": "限售解禁",
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"event_date": e.event_date.isoformat(),
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"days_left": (e.event_date - today).days,
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"detail": e.description,
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"amount_billion": e.amount,
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"urgency": "high" if e.amount >= 10 else "medium"
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})
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events.sort(key=lambda x: x["event_date"])
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return {"ok": True, "events": events, "count": len(events)}
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def get_earnings_calendar(days_ahead: int = 30, holding_only: bool = False) -> Dict:
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"""获取财报披露日历"""
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today = dt.date.today()
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end = today + dt.timedelta(days=days_ahead)
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# 获取持仓代码
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holding_codes = set()
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if holding_only:
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with get_session() as s:
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trades = s.execute(select(Trade).order_by(Trade.date)).scalars().all()
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pos = {}
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for t in trades:
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if t.code not in pos:
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pos[t.code] = 0
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pos[t.code] += t.qty if t.side == "buy" else -t.qty
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holding_codes = {c for c, q in pos.items() if q > 0}
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events = []
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if AK_OK:
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try:
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df = ak.stock_notice_report()
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if df is not None and not df.empty:
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for _, r in df.head(100).iterrows():
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date_str = str(r.get("公告日期", ""))
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code = str(r.get("代码", ""))
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if not date_str or date_str == "nan":
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continue
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if holding_only and code not in holding_codes:
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continue
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try:
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report_date = dt.date.fromisoformat(date_str[:10])
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if today <= report_date <= end:
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events.append({
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"code": code,
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"name": str(r.get("名称", "")),
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"event_type": "财报披露",
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"event_date": report_date.isoformat(),
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"days_left": (report_date - today).days,
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"report_type": str(r.get("公告类型", "")),
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"is_holding": code in holding_codes,
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"urgency": "high" if code in holding_codes else "low"
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})
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except Exception:
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continue
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except Exception:
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pass
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# 从数据库补充
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with get_session() as s:
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db_events = s.execute(
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select(CorporateEvent).where(
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and_(
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CorporateEvent.event_type == "earnings",
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CorporateEvent.event_date >= today,
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CorporateEvent.event_date <= end
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)
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).order_by(CorporateEvent.event_date)
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).scalars().all()
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for e in db_events:
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if any(ev["code"] == e.code for ev in events):
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continue
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if holding_only and e.code not in holding_codes:
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continue
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events.append({
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"code": e.code,
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"name": e.name,
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"event_type": "财报披露",
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"event_date": e.event_date.isoformat(),
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"days_left": (e.event_date - today).days,
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"report_type": e.title,
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"is_holding": e.code in holding_codes,
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"urgency": "high" if e.code in holding_codes else "low"
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})
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events.sort(key=lambda x: x["event_date"])
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return {"ok": True, "events": events, "count": len(events)}
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def get_all_upcoming_events(days_ahead: int = 30) -> Dict:
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"""获取所有即将到来的关键事件（综合视图）"""
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today = dt.date.today()
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all_events = []
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# 合并所有事件
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for result in [
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get_upcoming_dividends(days_ahead),
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get_earnings_calendar(days_ahead),
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get_unlock_calendar(days_ahead)
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]:
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all_events.extend(result.get("events", []))
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# 按日期排序
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all_events.sort(key=lambda x: x["event_date"])
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# 按日期分组
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grouped = {}
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for event in all_events:
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date = event["event_date"]
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if date not in grouped:
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grouped[date] = []
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grouped[date].append(event)
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# 生成日历视图
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calendar = []
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for date_str, events in sorted(grouped.items()):
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date = dt.date.fromisoformat(date_str)
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calendar.append({
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"date": date_str,
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"weekday": ["周一", "周二", "周三", "周四", "周五", "周六", "周日"][date.weekday()],
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"days_left": (date - today).days,
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"events": events,
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"has_high_urgency": any(e["urgency"] == "high" for e in events),
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"has_holding": any(e.get("is_holding", False) for e in events)
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})
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# 紧急事件（3天内）
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urgent = [e for e in all_events if e.get("days_left", 99) <= 3]
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return {
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"ok": True,
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"calendar": calendar,
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"urgent": urgent,
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"total": len(all_events),
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"summary": {
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"dividends": len([e for e in all_events if e["event_type"] == "除权除息"]),
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"earnings": len([e for e in all_events if e["event_type"] == "财报披露"]),
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"unlocks": len([e for e in all_events if e["event_type"] == "限售解禁"]),
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"urgent": len(urgent)
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}
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}
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def check_and_push_calendar_alerts() -> Dict:
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"""检查并推送日历事件预警（定时任务调用）"""
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try:
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from notifier import notify
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except Exception:
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return {"ok": False, "msg": "推送模块不可用"}
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result = get_all_upcoming_events(days_ahead=7)
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urgent = result.get("urgent", [])
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if not urgent:
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return {"ok": True, "msg": "无紧急事件", "pushed": 0}
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# 生成推送内容
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lines = [f"📅 未来7天关键事件提醒（{len(urgent)}条）\n"]
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for event in urgent[:10]: # 最多推送10条
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urgency_icon = "🔴" if event["urgency"] == "high" else "🟡"
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holding_icon = "💰" if event.get("is_holding") else ""
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lines.append(
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f"{urgency_icon}{holding_icon} {event['event_date']} "
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f"{event['name']}({event['code']}) "
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f"{event['event_type']} "
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f"({event['days_left']}天后)"
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)
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message = "\n".join(lines)
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notify("【Blackdata】关键事件提醒", message)
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# 写入站内通知
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with get_session() as s:
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for event in urgent[:10]:
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alert = AlertEvent(
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rule_id=0,
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code=event["code"],
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name=event["name"],
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message=f"{event['event_type']}: {event.get('detail', '')} ({event['days_left']}天后)",
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value=event.get("amount_billion", 0)
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)
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s.add(alert)
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s.commit()
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return {"ok": True, "pushed": len(urgent), "msg": f"已推送 {len(urgent)} 条事件提醒"}
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