From 7369358d08d5a212fb46d96e831d93174f551148 Mon Sep 17 00:00:00 2001 From: shy3130 <415333856@qq.com> Date: Thu, 18 Jun 2026 17:18:23 +0800 Subject: [PATCH] Initial release v0.1.19 --- .env.example | 18 + .gitignore | 86 + Dockerfile | 31 + LICENSE | 21 + README.md | 304 ++ VERSION | 1 + backend/app/__init__.py | 3 + backend/app/api/__init__.py | 1 + backend/app/api/analysis.py | 204 ++ backend/app/api/backtest.py | 461 +++ backend/app/api/data.py | 710 +++++ backend/app/api/ext_data.py | 825 ++++++ backend/app/api/financials.py | 120 + backend/app/api/indices.py | 149 + backend/app/api/intraday.py | 183 ++ backend/app/api/kline.py | 716 +++++ backend/app/api/overview.py | 540 ++++ backend/app/api/pipeline.py | 107 + backend/app/api/routes.py | 39 + backend/app/api/screener.py | 575 ++++ backend/app/api/settings.py | 667 +++++ backend/app/api/signals.py | 100 + backend/app/api/strategy.py | 468 +++ backend/app/api/watchlist.py | 202 ++ backend/app/backtest/__init__.py | 4 + backend/app/backtest/engine.py | 1485 ++++++++++ backend/app/backtest/factor.py | 480 +++ backend/app/backtest/strategy.py | 701 +++++ backend/app/config.py | 61 + backend/app/indicators/__init__.py | 1 + backend/app/indicators/pipeline.py | 1494 ++++++++++ backend/app/jobs/__init__.py | 1 + backend/app/jobs/daily_pipeline.py | 499 ++++ backend/app/main.py | 170 ++ backend/app/secrets_store.py | 96 + backend/app/services/__init__.py | 1 + backend/app/services/backtest.py | 392 +++ backend/app/services/ext_data.py | 483 +++ backend/app/services/ext_pull.py | 216 ++ backend/app/services/extend_history.py | 224 ++ backend/app/services/financial_sync.py | 273 ++ backend/app/services/index_sync.py | 146 + backend/app/services/instrument_sync.py | 122 + backend/app/services/kline_sync.py | 617 ++++ backend/app/services/pipeline_jobs.py | 250 ++ backend/app/services/preferences.py | 250 ++ backend/app/services/quote_service.py | 673 +++++ backend/app/services/screener.py | 585 ++++ backend/app/services/strategy_cache.py | 150 + backend/app/services/watchlist.py | 126 + backend/app/strategy/__init__.py | 0 backend/app/strategy/ai_generator.py | 149 + backend/app/strategy/builtin/__init__.py | 0 backend/app/strategy/builtin/boll_breakout.py | 31 + .../strategy/builtin/broken_board_recovery.py | 35 + .../app/strategy/builtin/bullish_alignment.py | 29 + .../strategy/builtin/consecutive_limit_ups.py | 31 + .../strategy/builtin/high_turnover_surge.py | 34 + .../app/strategy/builtin/limit_up_momentum.py | 34 + .../strategy/builtin/low_volatility_leader.py | 32 + .../app/strategy/builtin/ma_golden_cross.py | 32 + backend/app/strategy/builtin/macd_golden.py | 31 + .../strategy/builtin/n_day_low_reversal.py | 32 + backend/app/strategy/builtin/near_limit_up.py | 55 + .../app/strategy/builtin/oversold_bounce.py | 37 + .../app/strategy/builtin/oversold_reversal.py | 37 + .../strategy/builtin/pullback_ma20_bounce.py | 34 + .../strategy/builtin/pullback_to_support.py | 37 + backend/app/strategy/builtin/strong_open.py | 35 + .../app/strategy/builtin/trend_breakout.py | 42 + .../strategy/builtin/volume_price_surge.py | 32 + backend/app/strategy/config.py | 71 + backend/app/strategy/custom_signals.py | 207 ++ backend/app/strategy/engine.py | 453 +++ backend/app/strategy/monitor.py | 204 ++ backend/app/strategy/prompt_builder.py | 65 + backend/app/tickflow/__init__.py | 1 + backend/app/tickflow/capabilities.py | 75 + backend/app/tickflow/client.py | 72 + backend/app/tickflow/policy.py | 390 +++ backend/app/tickflow/pools.py | 158 + backend/app/tickflow/repository.py | 965 ++++++ backend/app/tickflow/scheduler.py | 66 + backend/pyproject.toml | 65 + backend/scripts/__init__.py | 0 backend/scripts/cleanup_halt_days.py | 96 + .../tests/backtest/test_engine_portfolio.py | 312 ++ .../backtest/test_full_simulation_tail.py | 59 + .../test_strategy_backtest_correctness.py | 163 + backend/uv.lock | 2638 +++++++++++++++++ data/.gitkeep | 0 dev.ps1 | 242 ++ dev.sh | 142 + docker-compose.yml | 16 + docs/screenshots/backtest.png | Bin 0 -> 668676 bytes docs/screenshots/dashboard.png | Bin 0 -> 641420 bytes docs/screenshots/screener.png | Bin 0 -> 528414 bytes docs/strategy-builder-step1.md | 175 ++ docs/strategy-builder-step2.md | 34 + docs/strategy-example.md | 153 + docs/strategy-guide.md | 332 +++ frontend/.gitignore | 5 + frontend/index.html | 19 + frontend/package.json | 42 + frontend/pnpm-lock.yaml | 1917 ++++++++++++ frontend/postcss.config.js | 6 + frontend/public/favicon.svg | 12 + frontend/src/components/CandlestickChart.tsx | 154 + frontend/src/components/ColumnCustomizer.tsx | 24 + frontend/src/components/DatePicker.tsx | 235 ++ .../src/components/EChartsCandlestick.tsx | 1085 +++++++ frontend/src/components/EChartsIntraday.tsx | 592 ++++ frontend/src/components/EmptyState.tsx | 20 + .../src/components/EndpointTestDialog.tsx | 259 ++ .../src/components/ExtDimensionAnalysis.tsx | 436 +++ frontend/src/components/Layout.tsx | 449 +++ .../src/components/ListColumnCustomizer.tsx | 714 +++++ frontend/src/components/Logo.tsx | 59 + frontend/src/components/PageHeader.tsx | 25 + frontend/src/components/StockDailyKChart.tsx | 232 ++ frontend/src/components/StockInfoBar.tsx | 66 + .../src/components/StockIntradayChart.tsx | 120 + frontend/src/components/StockPanel.tsx | 115 + .../src/components/StockPreviewDialog.tsx | 212 ++ frontend/src/components/Toast.tsx | 49 + frontend/src/components/analysis-shared.tsx | 451 +++ .../src/components/data/ActiveJobCard.tsx | 135 + .../components/data/EnrichedRebuildPanel.tsx | 111 + .../components/data/ExtendHistoryPanel.tsx | 98 + .../src/components/data/MinuteSyncConfig.tsx | 189 ++ .../src/components/data/QuoteConfigCard.tsx | 165 ++ .../src/components/data/ScheduleEditor.tsx | 43 + frontend/src/components/data/SchemaModal.tsx | 102 + frontend/src/components/data/SectionTitle.tsx | 61 + .../src/components/data/SettingsModal.tsx | 27 + frontend/src/components/data/Skeleton.tsx | 7 + frontend/src/components/data/StatCard.tsx | 312 ++ .../components/ext-data/CreateExtDialog.tsx | 383 +++ .../src/components/ext-data/EditExtDialog.tsx | 252 ++ .../components/ext-data/ExtDataApiPanel.tsx | 79 + .../components/ext-data/ExtDataPullPanel.tsx | 212 ++ .../components/ext-data/ExtDataStatCard.tsx | 315 ++ .../components/screener/ScreenerFilter.tsx | 162 + .../src/components/screener/ScreenerTable.tsx | 320 ++ .../screener/StrategyBuilderDialog.tsx | 402 +++ .../src/components/screener/StrategyCard.tsx | 198 ++ .../screener/StrategyPoolDialog.tsx | 240 ++ .../screener/StrategySettingsDialog.tsx | 597 ++++ .../screener/StrategyStoreDialog.tsx | 87 + .../stock-table/MiniCandlestick.tsx | 81 + .../components/stock-table/StockDataTable.tsx | 120 + .../src/components/stock-table/primitives.tsx | 163 + .../components/stock-table/useTableSort.ts | 50 + frontend/src/index.css | 79 + frontend/src/lib/analysis-adapter.ts | 341 +++ frontend/src/lib/api.ts | 1273 ++++++++ frontend/src/lib/backtestTask.ts | 223 ++ frontend/src/lib/board.ts | 25 + frontend/src/lib/capability-labels.ts | 15 + frontend/src/lib/cn.ts | 6 + frontend/src/lib/colors.ts | 31 + frontend/src/lib/format.ts | 81 + frontend/src/lib/list-columns.ts | 196 ++ frontend/src/lib/queryKeys.ts | 79 + frontend/src/lib/screener-columns.ts | 128 + frontend/src/lib/stock-table.ts | 108 + frontend/src/lib/storage.ts | 99 + frontend/src/lib/useFinancials.ts | 38 + frontend/src/lib/useQueryConfig.ts | 40 + frontend/src/lib/useQuoteStream.ts | 114 + frontend/src/lib/useSharedMutations.ts | 42 + frontend/src/lib/useSharedQueries.ts | 71 + frontend/src/lib/useStrategyPool.ts | 25 + frontend/src/lib/watchlist-columns.ts | 166 ++ frontend/src/main.tsx | 23 + frontend/src/pages/Analysis.tsx | 291 ++ frontend/src/pages/AnalysisDetail.tsx | 7 + frontend/src/pages/Backtest.tsx | 63 + frontend/src/pages/Branding.tsx | 203 ++ frontend/src/pages/ConceptAnalysis.tsx | 750 +++++ frontend/src/pages/Dashboard.tsx | 517 ++++ frontend/src/pages/Data.tsx | 946 ++++++ frontend/src/pages/Financials.tsx | 143 + frontend/src/pages/Indices.tsx | 335 +++ frontend/src/pages/IndustryAnalysis.tsx | 822 +++++ frontend/src/pages/LimitUpLadder.tsx | 1188 ++++++++ frontend/src/pages/MinuteDataProbe.tsx | 189 ++ frontend/src/pages/Monitor.tsx | 77 + frontend/src/pages/Onboarding.tsx | 14 + frontend/src/pages/Screener.tsx | 819 +++++ frontend/src/pages/Settings.tsx | 82 + frontend/src/pages/StockAnalysis.tsx | 10 + frontend/src/pages/Trading.tsx | 82 + frontend/src/pages/Watchlist.tsx | 1100 +++++++ .../src/pages/backtest/FactorBacktest.tsx | 447 +++ .../src/pages/backtest/StrategyBacktest.tsx | 2213 ++++++++++++++ .../backtest/charts/FactorGroupNavChart.tsx | 124 + .../pages/backtest/charts/FactorICChart.tsx | 88 + .../charts/ReturnDistributionChart.tsx | 63 + .../backtest/charts/StrategyNavChart.tsx | 209 ++ .../src/pages/backtest/charts/useECharts.ts | 37 + .../backtest/components/TradeKlineModal.tsx | 170 ++ frontend/src/pages/settings/AI.tsx | 200 ++ frontend/src/pages/settings/CustomSignals.tsx | 259 ++ frontend/src/pages/settings/ExtPages.tsx | 291 ++ frontend/src/pages/settings/Keys.tsx | 373 +++ frontend/src/pages/settings/MenuSettings.tsx | 278 ++ frontend/src/pages/settings/Monitoring.tsx | 398 +++ frontend/src/pages/settings/System.tsx | 135 + frontend/src/router.tsx | 54 + frontend/src/vite-env.d.ts | 6 + frontend/tailwind.config.ts | 44 + frontend/tsconfig.json | 30 + frontend/tsconfig.node.json | 14 + frontend/vite.config.d.ts | 2 + frontend/vite.config.js | 35 + frontend/vite.config.ts | 36 + tiers.yaml | 46 + 218 files changed, 52566 insertions(+) create mode 100644 .env.example create mode 100644 .gitignore create mode 100644 Dockerfile create mode 100644 LICENSE create mode 100644 README.md create mode 100644 VERSION create mode 100644 backend/app/__init__.py create mode 100644 backend/app/api/__init__.py create mode 100644 backend/app/api/analysis.py create mode 100644 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backend/app/indicators/pipeline.py create mode 100644 backend/app/jobs/__init__.py create mode 100644 backend/app/jobs/daily_pipeline.py create mode 100644 backend/app/main.py create mode 100644 backend/app/secrets_store.py create mode 100644 backend/app/services/__init__.py create mode 100644 backend/app/services/backtest.py create mode 100644 backend/app/services/ext_data.py create mode 100644 backend/app/services/ext_pull.py create mode 100644 backend/app/services/extend_history.py create mode 100644 backend/app/services/financial_sync.py create mode 100644 backend/app/services/index_sync.py create mode 100644 backend/app/services/instrument_sync.py create mode 100644 backend/app/services/kline_sync.py create mode 100644 backend/app/services/pipeline_jobs.py create mode 100644 backend/app/services/preferences.py create mode 100644 backend/app/services/quote_service.py create mode 100644 backend/app/services/screener.py create mode 100644 backend/app/services/strategy_cache.py create 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frontend/src/pages/backtest/components/TradeKlineModal.tsx create mode 100644 frontend/src/pages/settings/AI.tsx create mode 100644 frontend/src/pages/settings/CustomSignals.tsx create mode 100644 frontend/src/pages/settings/ExtPages.tsx create mode 100644 frontend/src/pages/settings/Keys.tsx create mode 100644 frontend/src/pages/settings/MenuSettings.tsx create mode 100644 frontend/src/pages/settings/Monitoring.tsx create mode 100644 frontend/src/pages/settings/System.tsx create mode 100644 frontend/src/router.tsx create mode 100644 frontend/src/vite-env.d.ts create mode 100644 frontend/tailwind.config.ts create mode 100644 frontend/tsconfig.json create mode 100644 frontend/tsconfig.node.json create mode 100644 frontend/vite.config.d.ts create mode 100644 frontend/vite.config.js create mode 100644 frontend/vite.config.ts create mode 100644 tiers.yaml diff --git a/.env.example b/.env.example new file mode 100644 index 0000000..5ed6b31 --- /dev/null +++ b/.env.example @@ -0,0 +1,18 @@ +# ===== TickFlow ===== +# 留空或不填则启用 Free 试用模式(TickFlow.free()),仅能拿历史日 K 单股数据 +TICKFLOW_API_KEY= + +# ===== AI(可选,留空跳过 AI 功能) ===== +AI_PROVIDER=openai_compat # openai_compat | ollama +AI_BASE_URL=https://api.deepseek.com/v1 +AI_API_KEY= +AI_MODEL=deepseek-chat +AI_DAILY_TOKEN_BUDGET=500000 + +# ===== Server ===== +HOST=0.0.0.0 +PORT=3018 +LOG_LEVEL=INFO + +# ===== Data ===== +DATA_DIR=./data diff --git a/.gitignore b/.gitignore new file mode 100644 index 0000000..32d0b57 --- /dev/null +++ b/.gitignore @@ -0,0 +1,86 @@ +# ===== Python ===== +__pycache__/ +*.py[cod] +*$py.class +*.so +.Python +.venv/ +venv/ +env/ +.python-version +.pytest_cache/ +.mypy_cache/ +.ruff_cache/ +.coverage +htmlcov/ +dist/ +build/ +*.egg-info/ + +# ===== uv ===== +.uv/ + +# ===== Node / pnpm ===== +node_modules/ +.pnpm-store/ +.pnpm-debug.log* +.npm/ +*.log + +# ===== Vite ===== +frontend/dist/ +frontend/.vite/ +backend/static/ +backend/app/static/ + +# ===== IDE ===== +.idea/ +.vscode/ +*.swp +*.swo +.DS_Store + +# ===== Project data (Parquet/DuckDB) ===== +backend/data/** +!backend/data/.gitkeep +data/** +!data/.gitkeep + +# ===== Secrets ===== +.env +.env.local +.env.*.local +backend/.env + +# ===== User-derived prompts ===== +backend/user_prompts/ + +# ===== Browser automation ===== +.playwright-mcp/ + +# ===== AI IDE ===== +.trae/ + +# ===== TypeScript build cache ===== +frontend/tsconfig*.tsbuildinfo + +# ===== Data files ===== +*.xlsx + +# ===== Private deploy / 服务器私有信息(不开源) ===== +DEPLOY.md +deploy.sh + +# ===== 内部设计文档(不开源) ===== +DESIGN.md +DESIGN-proposal.md +CLAUDE.md + +# ===== 私人脚本(不开源) ===== +docs/zhihu/ + +# ===== 用户自定义策略(私有,不开源) ===== +data/strategies/custom/ + +# ===== 临时 / 调试产物 ===== +backend._recheck*.py diff --git a/Dockerfile b/Dockerfile new file mode 100644 index 0000000..e37e509 --- /dev/null +++ b/Dockerfile @@ -0,0 +1,31 @@ +# 两阶段构建:前端 dist 拷进后端镜像,单容器运行 +# === Stage 1: 前端构建 === +FROM node:20-alpine AS frontend-builder +WORKDIR /build +RUN corepack enable && corepack prepare pnpm@9 --activate +COPY frontend/package.json frontend/pnpm-lock.yaml* ./ +RUN pnpm install --frozen-lockfile || pnpm install +COPY frontend/ ./ +RUN pnpm build + +# === Stage 2: Python 运行时 === +FROM python:3.11-slim AS runtime +WORKDIR /app + +# 安装 uv(快) +RUN pip install --no-cache-dir uv + +# Backend deps +COPY backend/pyproject.toml backend/uv.lock* ./ +RUN uv sync --frozen --no-dev || uv sync --no-dev + +# Backend code +COPY backend/app ./app +COPY tiers.yaml /app/tiers.yaml + +# Frontend 静态产物 +COPY --from=frontend-builder /build/dist ./static + +ENV PYTHONPATH=/app +EXPOSE 3018 +CMD ["uv", "run", "uvicorn", "app.main:app", "--host", "0.0.0.0", "--port", "3018"] diff --git a/LICENSE b/LICENSE new file mode 100644 index 0000000..f7888c9 --- /dev/null +++ b/LICENSE @@ -0,0 +1,21 @@ +MIT License + +Copyright (c) 2026 tf-stocks-panel contributors + +Permission is hereby granted, free of charge, to any person obtaining a copy +of this software and associated documentation files (the "Software"), to deal +in the Software without restriction, including without limitation the rights +to use, copy, modify, merge, publish, distribute, sublicense, and/or sell +copies of the Software, and to permit persons to whom the Software is +furnished to do so, subject to the following conditions: + +The above copyright notice and this permission notice shall be included in all +copies or substantial portions of the Software. + +THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR +IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, +FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE +AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER +LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM, +OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE +SOFTWARE. diff --git a/README.md b/README.md new file mode 100644 index 0000000..93c2819 --- /dev/null +++ b/README.md @@ -0,0 +1,304 @@ +
+ +# 📈 tf-stocks-panel + +**自托管、零运维的 A 股「选股 + 监控 + 回测」量化工作台** + +[![License: MIT](https://img.shields.io/badge/License-MIT-yellow.svg)](./LICENSE) +[![Python](https://img.shields.io/badge/Python-≥3.11-blue.svg)](https://www.python.org/) +[![React](https://img.shields.io/badge/React-18-61dafb.svg)](https://react.dev/) +[![Data: TickFlow](https://img.shields.io/badge/Data-TickFlow-00b386.svg)](https://tickflow.org/auth/register?ref=V3KDKGXPEA) +[![Deploy: Docker](https://img.shields.io/badge/Deploy-Docker-2496ed.svg)](./Dockerfile) + +基于 [TickFlow](https://tickflow.org/auth/register?ref=V3KDKGXPEA) 数据 · 🚀 **开箱即用**(单容器 / Free 模式无需 Key) +能力驱动,适配 Free → Expert 全档位订阅 · 🔌 **自由接入第三方扩展数据**(例如 Tushare、自有量化项目数据) + +**[核心功能](#-核心功能)** · **[快速开始](#-快速开始)** · **[配置](#️-配置)** · **[路线图](#-路线图)** + +
+ +--- + +## 🎯 项目定位 + +让任何**个人散户 / 量化爱好者**,**零运维**地拥有一套**与自己订阅档位严格匹配**的 A 股分析、选股、监控工作台。 +基于 [TickFlow](https://tickflow.org/auth/register?ref=V3KDKGXPEA) Key **低成本**获取数据。**填写邀请码 `V3KDKGXPEA` 免费领取概念行业等扩展数据**。
+**任意接入第三方数据**(Tushare 等),页面可视化自定义配置扩展数据表。 + +**项目所需配置**: + +| 配置项 | 说明 | 是否必填 | +| :--- | :--- | :--- | +| **TickFlow API Key** | 数据源凭证,留空启用 Free 模式(无需注册即可体验) | 可选 | +| **AI 大模型 API Key** | 用于 AI 生成策略、个股分析(开发中)、行情分析(开发中),任意 OpenAI 兼容接口,留空关闭 | 可选 | + + + + + + + + + + + + +
看板 Dashboard选股 Screener回测 Backtest
看板页面选股/策略页回测页
+ +> ### ⚠️ 🚧 项目持续优化,功能陆续开放,敬请期待。 + +> **明确不做**:不对标同花顺/通达信的全功能股票软件;不内置任何「AI 荐股 / 涨停预测」。 + +--- + +## ✨ 核心功能 + +### 🔍 选股引擎(Screener) + +**20 个内置策略** —— 每个策略是一个独立 Python 文件(`backend/app/strategy/builtin/`),基于 Polars 表达式实现: + +| 类型 | 代表策略 | +| :--- | :--- | +| 趋势 | 趋势突破 · 均线多头 · 缩量回踩 | +| 形态 | MA 金叉 · MACD 金叉放量 · 布林突破 | +| 量价 | 量价齐升 · 高换手强势 · 强势高开 | +| 涨停 | 连板股 · 断板反包 · 逼近涨停 · 涨停动量 | +| 反转 | 超跌反弹 · 超卖反转 · 新低反转 | +| 波动 | 低波动龙头 · 回踩 MA20 反弹 | + +- **自定义信号系统** —— 在 UI 上用 `字段 + 操作符 + 阈值` 组合(entry / exit / both),编译成 Polars 表达式热加载,**无需写代码**即可定义自己的买卖信号。 +- **策略商店** —— 内置策略 + 用户自定义策略统一管理,支持参数覆盖(`params` 暴露阈值)。 + +#### ➕ 添加自己的策略 + +除 20 个内置策略外,你可以用两种方式扩展: + +| 方式 | 说明 | 前提 | +| :--- | :--- | :--- | +| **🤖 AI 生成** | 用自然语言描述策略思路,LLM 读取 [strategy-guide.md](./docs/strategy-guide.md) 自动生成完整 Polars 策略文件(经 `ast` 安全校验,限定 `import polars as pl`)。生成后落入 `data/strategies/ai/`,即刻可用 | 需先在 [配置](#️-配置) 中填入 AI Key | +| **📝 代码自定义 / 策略迁移** | 参照 [策略开发指南](./docs/strategy-guide.md) 的文件结构模板,把你**已有的自有策略**改写为 Polars 文件放入 `data/strategies/custom/`(文件名/ID 建议 `custom_时间戳`),引擎自动发现加载——**轻松迁移你现成的量化项目策略**,无需从头重写 | 无 | +| **🎛️ 自定义信号配置** | 不写代码,在 UI 上用 `字段 + 操作符 + 阈值` 组合(entry / exit / both),编译成 Polars 表达式热加载,即可定义自己的买卖信号 | 无 | + +> 引擎按 `source` 标记来源:`builtin`(内置)/ `custom`(手写或迁移)/ `ai`(生成),三者统一进入策略商店管理。 + +### 📊 指标流水线(Indicators) + +原生 Polars 向量化计算,全 A 股一次扫表落盘为 enriched Parquet: + +| 分类 | 指标 | +| :--- | :--- | +| 均线系 | MA(5/10/20/30/60)· EMA(5/10/12/20/26/30/60) | +| 趋势系 | MACD(DIF/DEA/HIST)· 动量(5/10/20/30/60d)· 布林带(上/下轨) | +| 震荡系 | RSI(可配周期)· KDJ(K/D/J) | +| 波动系 | ATR(14)· 年化波动率(20d)· 振幅 | +| 量能系 | 量比(5d/10d)· 量均线 | +| 涨跌停 | 涨停信号 · 连板数 · 涨跌幅 · 涨跌额 | +| 原子信号 | MA 金叉/死叉 · MA20 突破/跌破 · MACD 金叉/死叉 · N 日新高/新低 · 布林突破 | +| 复权 | 基于除权因子自动计算前复权(`ex_factor` / `cum_factor`),回测与指标一致 | + +### 🧪 回测引擎(Backtest) + +基于 vectorbt(全项目**唯一**一处 pandas 出现地): + +- **三种回测模式**:个股 · 策略组合 · 自由信号组合 +- **真实约束**:T+1 · 手续费 · 滑点(基点) · 止损 · 最大持仓天数 +- **组合管理**:最大持仓数 · 最大敞口 · 等权 / 自定义仓位 +- **SSE 流式进度**:长任务实时推送进度,支持刷新 / 切页后**重连恢复**(相同参数任务只启动一次) +- **统计输出**:净值曲线 · 夏普 · 最大回撤 · 胜率 · 每笔交易明细 + +### 📡 实时监控(Strategy Monitor) + +- **盘中 SSE 推送**:行情刷新(`quotes_updated`)+ 策略告警(`strategy_alert`)双事件流,前端实时弹通知 +- **策略监控**:订阅策略的 entry / exit 信号 + 自定义提醒条件(如 `rsi_14 > 80`),命中即推送 +- **Webhook 告警**:命中规则后可选推送外部 webhook + +### 🤖 AI 策略生成(可选) + +- **自然语言 → 策略代码**:用一句话描述策略思路,LLM 读取 `docs/strategy-guide.md` 生成完整 Polars 策略文件 +- **沙箱约束**:生成代码经 `ast` 校验、限定 `import polars as pl`,避免逐行循环,优先向量化表达 +- **可插拔**:留空 AI 配置即跳过整个模块,不影响核心功能 + +### 🧰 数据与扩展 + +- **多源数据**:TickFlow 日 K / 分钟 K / 指数 / 财务(利润 / 资产负债 / 现金流)/ 自选行情 +- **🔌 第三方数据接入(重点)** —— TickFlow 之外的数据也能用: + - 支持 **Tushare** 等第三方数据源,通过 **HTTP 定时拉取**自动入库 + - 支持 **CSV / Excel 上传** · **JSON 写入**,自动 schema 发现与符号归一 + - **页面可视化配置**扩展数据表,无需改代码 + - 可接入**你自己的量化项目数据**,统一并入 DuckDB 查询面,与内置数据同台分析 +- **盘后定时管道**:APScheduler 15:30 CST 自动拉日 K + 重算 enriched 表 + 跑监控 +- **令牌桶限流**:适配各档位 rpm / batch 上限,批量合并 + 增量拉取,同一份数据多面板复用 + +--- + +## 🚀 快速开始 + +### 前置依赖 + +| 工具 | 版本 | 安装 | +| :--- | :--- | :--- | +| Python | ≥ 3.11 | [python.org](https://www.python.org/) | +| Node | ≥ 20 | [nodejs.org](https://nodejs.org/) | +| [`uv`](https://docs.astral.sh/uv/) | latest | `curl -LsSf https://astral.sh/uv/install.sh \| sh` | +| `pnpm` | 9 | `npm i -g pnpm` 或 `corepack enable && corepack prepare pnpm@9 --activate` | + +### 方式 A:Docker(最省心,生产推荐) + +```bash +cp .env.example .env # 按需填写 Key(留空即 Free 模式,可直接体验) +docker compose up --build +# 打开 http://localhost:3018 +``` + +### 方式 B:Dev 模式(二次开发) + +```bash +cp .env.example .env # 填 TICKFLOW_API_KEY,留空则启用 Free 试用 +``` + +**一键启动**(推荐,自动检查依赖 / 释放端口 / 同时起前后端,Ctrl-C 一并关闭): + +| 平台 | 命令 | +| :--- | :--- | +| **macOS / Linux** | `./dev.sh` | +| **Windows (PowerShell)** | `.\dev.ps1` | + +首次运行会自动安装前后端依赖(约 1-2 分钟),之后直接启动: + +- 后端 → +- 前端 → + +自定义端口:`BACKEND_PORT=8000 FRONTEND_PORT=5173 ./dev.sh`(Windows:`.\dev.ps1 -BackendPort 8000 -FrontendPort 5173`) + +
+手动分别启动(备选) + +```bash +# 终端 1:后端 +cd backend +uv sync +uv run uvicorn app.main:app --reload --port 3018 + +# 终端 2:前端 +cd frontend +pnpm install +pnpm dev # http://localhost:3011 +``` + +
+ +> **启用回测**:`cd backend && uv sync --extra backtest` +> vectorbt → numba 体积较大,故作为可选 extras。macOS / Intel 无预构建 wheel 时需 `brew install cmake` 现场编译。 + +--- + +## 🧭 第一次使用 + +1. 打开面板 → **设置 → 凭据与能力** → 点 **重新检测**,确认 Tier Label +2. 点 **立即跑盘后管道** —— 拉日 K + 计算 enriched 表 + - **Free 用户**:只同步内置 DEMO_SYMBOLS(浦发 / 招商 / 茅台等 10 只) + - **Starter+**:同步全 A 或可获取的 instruments 列表 +3. **自选**页:添加跟踪标的;点代码进 **K 线**页看蜡烛图 + 买卖点 +4. **选股**页:点任一内置策略卡片即时扫描;或用自定义信号组合条件 +5. **回测**页:选策略 / 信号 + 时间区间 → 跑回测 → 看净值 / 夏普 / 交易明细(SSE 实时进度) +6. **监控**页:配置告警规则,盘中 SSE 推送行情与策略信号;命中后写入告警日志(可选 webhook) + +--- + +## ⚙️ 配置 + +所有配置通过项目根目录的 `.env` 文件读取(复制 `.env.example` 开始)。配置也可在面板 **设置** 页面内修改。 + +### 数据源:TickFlow + +TickFlow 提供订阅制 A 股数据。**留空 `TICKFLOW_API_KEY` 即启用 Free 模式,无需注册即可体验**。 + +```ini +TICKFLOW_API_KEY= # 留空 = Free 模式;填入 Key = 按订阅档位解锁 +``` + +> 完整能力矩阵见 [tickflow.org/pricing](https://tickflow.org/pricing/)。系统启动时会自动探测你的真实能力集,UI 显示「≈ Pro」等友好标签。 + +### AI(可选):策略生成 + +AI 模块用于「自然语言生成策略代码」。**所有配置留空即跳过 AI 功能,不影响核心使用**。支持任何 **OpenAI 兼容接口**: + +```ini +AI_PROVIDER=openai_compat # openai_compat | ollama +AI_BASE_URL=https://api.deepseek.com/v1 +AI_API_KEY= # 留空 = 关闭 AI +AI_MODEL=deepseek-chat +AI_DAILY_TOKEN_BUDGET=500000 # 每日 token 预算上限 +``` + +> 切换 `AI_PROVIDER=ollama` 时无需 `AI_API_KEY`,适合本地部署大模型。 + +### 服务与数据 + +```ini +HOST=0.0.0.0 # 监听地址 +PORT=3018 # 服务端口 +LOG_LEVEL=INFO # DEBUG | INFO | WARNING | ERROR +DATA_DIR=./data # Parquet / DuckDB 数据存储目录 +``` + +--- + +## 🏗️ 技术栈 + +| 层 | 选型 | +| :--- | :--- | +| **后端** | FastAPI · Pydantic v2 · APScheduler · sse-starlette | +| **数据** | Polars(计算)· DuckDB(查询)· Parquet(存储)· PyArrow | +| **回测** | vectorbt(全项目唯一 pandas 边界) | +| **数据源** | [TickFlow](https://tickflow.org/auth/register?ref=V3KDKGXPEA) 官方 SDK(`tickflow[all]`) | +| **AI**(可选) | OpenAI 兼容接口(DeepSeek / 通义 / Ollama 等) | +| **前端** | React 18 · Vite · TypeScript · Tailwind CSS · Framer Motion · Tanstack Query · Lightweight Charts · ECharts · dnd-kit | +| **部署** | Docker 两阶段构建,前端 dist 拷进后端镜像,**单容器** | + +--- + +## 🗺️ 路线图 + +| Phase | 内容 | 状态 | +| :--- | :--- | :--- | +| **0** | 仓库骨架 / FastAPI 壳 / Vite + React SPA / Docker 一键起 | ✅ | +| **1** | 能力探测 + Kline 同步 + K 线分析页 | ✅ | +| **2** | Polars enriched 流水线 + Screener + 信号扫描 | ✅ | +| **3** | vectorbt 回测 + T+1 + 手续费 + 止损 + max-hold | ✅ | +| **4** | 监控引擎 + 告警规则 + Webhook + APScheduler 盘后定时 | ✅ | +| **v2** | 自定义信号 / 策略商店 / AI 策略生成 / 外部数据源插件 / 早晚报 / Onboarding | 🚧 | + +--- + +## 📚 文档 + +- [docs/strategy-guide.md](./docs/strategy-guide.md) —— 策略开发指南(AI 生成器与手写策略的规范) +- [docs/](./docs) —— 策略构建步骤、示例 + +--- + +## 🤝 贡献 + +欢迎 Issue 和 PR。本地开发: + +```bash +cd backend && uv sync --extra backtest # 含回测依赖 +cd ../frontend && pnpm install && pnpm dev +``` + +新增内置策略:在 `backend/app/strategy/builtin/` 参照现有策略文件,实现 `StrategyDef` 即可被引擎自动发现。 + +--- + +## ⚠️ 免责声明 + +本项目仅供**学习与量化研究**,**不构成任何投资建议**。回测结果不代表未来收益。A 股有风险,入市需谨慎。数据准确性以数据源 TickFlow 官方为准。 + +--- + +## 📄 License + +[MIT](./LICENSE) © tf-stocks-panel contributors + +本项目依赖 [TickFlow](https://tickflow.org/auth/register?ref=V3KDKGXPEA) 提供数据服务,使用前请遵守其服务条款。 diff --git a/VERSION b/VERSION new file mode 100644 index 0000000..02dc6f6 --- /dev/null +++ b/VERSION @@ -0,0 +1 @@ +v0.1.19 diff --git a/backend/app/__init__.py b/backend/app/__init__.py new file mode 100644 index 0000000..b5b011b --- /dev/null +++ b/backend/app/__init__.py @@ -0,0 +1,3 @@ +"""TF-Stocks-Panel backend.""" + +__version__ = "0.1.0" diff --git a/backend/app/api/__init__.py b/backend/app/api/__init__.py new file mode 100644 index 0000000..8a5a42a --- /dev/null +++ b/backend/app/api/__init__.py @@ -0,0 +1 @@ +"""FastAPI 路由汇总。""" diff --git a/backend/app/api/analysis.py b/backend/app/api/analysis.py new file mode 100644 index 0000000..18b572e --- /dev/null +++ b/backend/app/api/analysis.py @@ -0,0 +1,204 @@ +"""自定义分析菜单 API。""" +from __future__ import annotations + +import json +from datetime import datetime +from pathlib import Path +from typing import Literal + +from fastapi import APIRouter, HTTPException, Request +from pydantic import BaseModel, Field + +from app.services.ext_data import ExtConfigStore + +router = APIRouter(prefix="/api/analysis-menus", tags=["analysis-menus"]) + + +class AnalysisColumn(BaseModel): + field: str + label: str = "" + type: Literal["string", "number", "percent", "amount", "date"] = "string" + width: int | None = None + sortable: bool = False + precision: int | None = None + format: str | None = None + aggregate: Literal["count", "avg", "sum", "min", "max"] | None = None + visible: bool = True + + +class DefaultSort(BaseModel): + field: str + order: Literal["asc", "desc"] = "desc" + + +class AnalysisMenu(BaseModel): + id: str = Field(..., min_length=1, max_length=64, pattern=r"^[a-zA-Z0-9_]+$") + label: str = Field(..., min_length=1, max_length=64) + icon: str = "chart" + data_source: str = Field(..., min_length=1) + template: Literal["dimension_rank", "ranking", "table"] = "dimension_rank" + dimension_field: str | None = None + rank_field: str | None = None + group_columns: list[AnalysisColumn] = Field(default_factory=list) + detail_columns: list[AnalysisColumn] = Field(default_factory=list) + default_sort: DefaultSort | None = None + visible: bool = True + order: int = 0 + created_at: str | None = None + updated_at: str | None = None + builtin: bool = False + + +class UpsertAnalysisMenu(BaseModel): + label: str = Field(..., min_length=1, max_length=64) + icon: str = "chart" + data_source: str = Field(..., min_length=1) + template: Literal["dimension_rank", "ranking", "table"] = "dimension_rank" + dimension_field: str | None = None + rank_field: str | None = None + group_columns: list[AnalysisColumn] = Field(default_factory=list) + detail_columns: list[AnalysisColumn] = Field(default_factory=list) + default_sort: DefaultSort | None = None + visible: bool = True + order: int = 0 + + +class ReorderMenusReq(BaseModel): + ids: list[str] = Field(..., min_length=1) + + +def _data_dir(request: Request) -> Path: + return request.app.state.repo.store.data_dir + + +def _base_dir(request: Request) -> Path: + return _data_dir(request) / "analysis_menus" + + +def _path(request: Request, menu_id: str) -> Path: + return _base_dir(request) / f"{menu_id}.json" + + +def _load_saved(request: Request) -> list[AnalysisMenu]: + base = _base_dir(request) + if not base.exists(): + return [] + items: list[AnalysisMenu] = [] + for p in sorted(base.glob("*.json")): + try: + raw = json.loads(p.read_text(encoding="utf-8")) + items.append(AnalysisMenu(**raw)) + except Exception: + continue + return items + + +def _ordered(items: list[AnalysisMenu]) -> list[AnalysisMenu]: + return sorted(items, key=lambda m: (m.order, m.label, m.id)) + + +def _save(request: Request, menu: AnalysisMenu) -> AnalysisMenu: + now = datetime.now().isoformat() + if not menu.created_at: + menu.created_at = now + menu.updated_at = now + menu.builtin = False + base = _base_dir(request) + base.mkdir(parents=True, exist_ok=True) + _path(request, menu.id).write_text( + json.dumps(menu.model_dump(), ensure_ascii=False, indent=2), + encoding="utf-8", + ) + return menu + + +def _default_menus(request: Request) -> list[AnalysisMenu]: + ext_store = ExtConfigStore(_data_dir(request)) + menus: list[AnalysisMenu] = [] + for cfg in ext_store.load_all(): + fields = cfg.fields + concept = next((f for f in fields if "概念" in f.name or "概念" in f.label or "concept" in f.name.lower()), None) + if concept: + detail_names = ["股票简称", "股票代码", concept.name, "人气排名", "资金流向", "PE", "PB"] + detail_columns = [] + for name in detail_names: + f = next((x for x in fields if x.name == name), None) + if not f: + continue + is_num = f.dtype in ("int", "float") + detail_columns.append(AnalysisColumn( + field=f.name, + label=f.label or f.name, + type="number" if is_num else "string", + sortable=is_num, + precision=2 if f.dtype == "float" else None, + )) + menus.append(AnalysisMenu( + id="concept_analysis", + label="概念分析", + icon="tags", + data_source=cfg.id, + template="dimension_rank", + dimension_field=concept.name, + group_columns=[ + AnalysisColumn(field="__dimension", label="概念"), + AnalysisColumn(field="__count", label="股票数", type="number", sortable=True), + ], + detail_columns=detail_columns, + default_sort=DefaultSort(field="人气排名", order="asc") if any(c.field == "人气排名" for c in detail_columns) else None, + order=100, + builtin=True, + )) + break + return menus + + +@router.get("") +def list_menus(request: Request): + saved = _load_saved(request) + saved_ids = {m.id for m in saved} + defaults = [m for m in _default_menus(request) if m.id not in saved_ids] + return {"items": _ordered(saved + defaults)} + + +@router.get("/{menu_id}") +def get_menu(request: Request, menu_id: str): + for menu in _ordered(_load_saved(request) + _default_menus(request)): + if menu.id == menu_id: + return menu + raise HTTPException(404, f"分析菜单 '{menu_id}' 不存在") + + +@router.post("/reorder") +def reorder_menus(request: Request, body: ReorderMenusReq): + saved = {m.id: m for m in _load_saved(request)} + defaults = {m.id: m for m in _default_menus(request)} + for idx, menu_id in enumerate(body.ids): + menu = saved.get(menu_id) or defaults.get(menu_id) + if not menu: + continue + menu.order = idx + _save(request, menu) + return {"items": _ordered(_load_saved(request))} + + +@router.post("/{menu_id}") +def upsert_menu(request: Request, menu_id: str, body: UpsertAnalysisMenu): + if not menu_id.replace("_", "").isalnum(): + raise HTTPException(400, "菜单标识只能包含字母、数字和下划线") + existing = next((m for m in _load_saved(request) if m.id == menu_id), None) + menu = AnalysisMenu( + id=menu_id, + created_at=existing.created_at if existing else None, + **body.model_dump(), + ) + return _save(request, menu) + + +@router.delete("/{menu_id}") +def delete_menu(request: Request, menu_id: str): + p = _path(request, menu_id) + if not p.exists(): + raise HTTPException(404, f"分析菜单 '{menu_id}' 不存在或为默认菜单") + p.unlink() + return {"status": "deleted"} diff --git a/backend/app/api/backtest.py b/backend/app/api/backtest.py new file mode 100644 index 0000000..216a360 --- /dev/null +++ b/backend/app/api/backtest.py @@ -0,0 +1,461 @@ +"""回测 API — 信号回测 + 因子回测 + 策略回测。""" +from __future__ import annotations + +import asyncio +import json +import queue +import threading +from dataclasses import asdict +from datetime import date, timedelta +from typing import Literal + +from fastapi import APIRouter, HTTPException, Request +from fastapi.responses import StreamingResponse +from pydantic import BaseModel, Field + +from app.config import settings +from app.services.backtest import ( + BacktestConfig, + BacktestService, + VectorbtUnavailable, + is_available, +) + +router = APIRouter(prefix="/api/backtest", tags=["backtest"]) + +FACTOR_DEFAULT_DAYS = 180 +STRATEGY_DEFAULT_DAYS = 365 * 3 +BACKTEST_MAX_SERVER_DAYS = 186 +FACTOR_MAX_SYMBOLS = 1000 +BACKTEST_SERVER_GUARD_MESSAGE = ( + "当前服务器内存约 1.8GB，回测区间最多支持 6 个月；" + "更长周期容易触发 OOM，建议在 8GB 以上内存环境或本机运行。" +) + + +def _get_engine(request: Request): + """获取或创建 BacktestEngine (单例，PanelCache 跨请求生效)。""" + from app.backtest.engine import BacktestEngine + engine = getattr(request.app.state, "backtest_engine", None) + if engine is None: + engine = BacktestEngine(request.app.state.repo) + request.app.state.backtest_engine = engine + return engine + + +def _resolve_start(req: BaseModel, end: date, default_days: int) -> date: + """未传 start 使用默认区间；显式传 null/空值表示全部历史。""" + start = getattr(req, "start") + if start is not None: + return start + if "start" in req.model_fields_set: + return date(1900, 1, 1) + return end - timedelta(days=default_days) + + +def _guard_server_backtest_range(start: date, end: date): + if not settings.backtest_range_guard: + return + days = (end - start).days + 1 + if days > BACKTEST_MAX_SERVER_DAYS: + raise HTTPException(status_code=400, detail=BACKTEST_SERVER_GUARD_MESSAGE) + + +# ================================================================ +# 状态 +# ================================================================ + +@router.get("/status") +def status(): + """前端可用此接口判断回测页是否要灰显。""" + return {"available": True} + + +# ================================================================ +# 信号回测 (现有接口，保持不变) +# ================================================================ + +class BacktestRequest(BaseModel): + symbols: list[str] = Field(..., min_length=1) + start: date | None = None + end: date | None = None + entries: list[str] = [] + exits: list[str] = [] + stop_loss_pct: float | None = None + max_hold_days: int | None = None + fees_pct: float = 0.0002 + slippage_bps: float = 5 + matching: Literal["close_t", "open_t+1"] = "close_t" + + +@router.post("/run") +def run(req: BacktestRequest, request: Request): + """信号回测 — 现有接口，向后兼容。""" + repo = request.app.state.repo + svc = BacktestService(repo) + end = req.end or date.today() + start = req.start or (end - timedelta(days=365 * 3)) + + cfg = BacktestConfig( + symbols=req.symbols, + start=start, + end=end, + entries=req.entries, + exits=req.exits, + stop_loss_pct=req.stop_loss_pct, + max_hold_days=req.max_hold_days, + fees_pct=req.fees_pct, + slippage_bps=req.slippage_bps, + matching=req.matching, + ) + try: + result = svc.run(cfg) + except VectorbtUnavailable as e: + raise HTTPException(status_code=503, detail=str(e)) from e + return asdict(result) + + +# ================================================================ +# 因子回测 +# ================================================================ + +class FactorColumnsResponse(BaseModel): + columns: list[dict] + + +@router.get("/factor/columns") +def factor_columns(): + """返回可用的因子列列表。""" + from app.backtest.factor import FACTOR_COLUMNS + return {"columns": FACTOR_COLUMNS} + + +class FactorBacktestRequest(BaseModel): + factor_name: str + symbols: list[str] | None = None + start: date | None = None + end: date | None = None + n_groups: int = 5 + rebalance: Literal["daily", "weekly", "monthly"] = "monthly" + weight: Literal["equal", "factor_weight"] = "equal" + fees_pct: float = 0.0002 + slippage_bps: float = 5.0 + + +@router.post("/factor/run") +def factor_run(req: FactorBacktestRequest, request: Request): + """因子回测 — IC/IR 分析 + 分层回测。""" + from app.backtest.factor import FactorBacktestService, FactorConfig + + engine = _get_engine(request) + svc = FactorBacktestService(engine) + + end = req.end or date.today() + start = _resolve_start(req, end, STRATEGY_DEFAULT_DAYS) + _guard_server_backtest_range(start, end) + symbols = req.symbols if req.symbols else None + if symbols is not None and len(symbols) > FACTOR_MAX_SYMBOLS: + raise HTTPException( + status_code=400, + detail=f"指定标的最多支持 {FACTOR_MAX_SYMBOLS} 只，请缩小标的范围。", + ) + + cfg = FactorConfig( + factor_name=req.factor_name, + symbols=symbols, + start=start, + end=end, + n_groups=req.n_groups, + rebalance=req.rebalance, + weight=req.weight, + fees_pct=req.fees_pct, + slippage_bps=req.slippage_bps, + ) + result = svc.run(cfg) + return asdict(result) + + +# ================================================================ +# 策略回测 +# ================================================================ + +class StrategyBacktestRequest(BaseModel): + strategy_id: str + symbols: list[str] | None = None + start: date | None = None + end: date | None = None + params: dict | None = None + overrides: dict | None = None + matching: Literal["close_t", "open_t+1"] = "open_t+1" + fees_pct: float = 0.0002 + slippage_bps: float = 5.0 + max_positions: int = 10 + max_exposure_pct: float = 1.0 + initial_capital: float = 1_000_000.0 + position_sizing: Literal["equal", "score_weight"] = "equal" + mode: Literal["position", "full"] = "position" + holding_days: int = 5 + + +@router.post("/strategy/run") +def strategy_run(req: StrategyBacktestRequest, request: Request): + """策略回测 — 复用 StrategyDef 体系做全周期回测。""" + from app.backtest.strategy import StrategyBacktestService, StrategyBacktestConfig + + engine = _get_engine(request) + strategy_engine = request.app.state.strategy_engine + svc = StrategyBacktestService(engine, strategy_engine) + + end = req.end or date.today() + start = _resolve_start(req, end, FACTOR_DEFAULT_DAYS) + _guard_server_backtest_range(start, end) + + cfg = StrategyBacktestConfig( + strategy_id=req.strategy_id, + symbols=req.symbols if req.symbols else None, + start=start, + end=end, + params=req.params, + overrides=req.overrides, + matching=req.matching, + fees_pct=req.fees_pct, + slippage_bps=req.slippage_bps, + max_positions=req.max_positions, + max_exposure_pct=req.max_exposure_pct, + initial_capital=req.initial_capital, + position_sizing=req.position_sizing, + mode=req.mode, + holding_days=req.holding_days, + ) + result = svc.run(cfg) + return asdict(result) + + +# ── SSE 流式回测 (实时进度 + 可取消 + 支持重连) ─────────────────── + +import time +import hashlib + + +class _BacktestJob: + """单个回测任务的状态, 存模块级供重连使用。""" + __slots__ = ("key", "cancel_event", "progress", "result", "error", "done", "finish_ts") + + def __init__(self, key: str): + self.key = key + self.cancel_event = threading.Event() + self.progress: list[dict] = [] # 进度历史 (新连接可回放) + self.result = None # 完成后的结果 + self.error: str | None = None + self.done = False + self.finish_ts: float = 0.0 + + +# 模块级任务表: key -> _BacktestJob +_running_jobs: dict[str, _BacktestJob] = {} +_jobs_lock = threading.Lock() +_JOB_TTL = 300 # 完成后保留 5 分钟 + + +def _cleanup_stale_jobs(): + """清理过期任务 (完成超过 TTL 的)。""" + now = time.time() + stale = [k for k, j in _running_jobs.items() if j.done and now - j.finish_ts > _JOB_TTL] + for k in stale: + _running_jobs.pop(k, None) + + +def _make_job_key( + strategy_id: str, symbols: str | None, start: str | None, end: str | None, + matching: str, fees_pct: float, slippage_bps: float, + max_positions: int, max_exposure_pct: float, initial_capital: float, position_sizing: str, + params: str | None, overrides: str | None, + mode: str = "position", holding_days: int = 5, +) -> str: + raw = f"{strategy_id}|{symbols}|{start}|{end}|{matching}|{fees_pct}|{slippage_bps}|{max_positions}|{max_exposure_pct}|{initial_capital}|{position_sizing}|{params}|{overrides}|{mode}|{holding_days}" + return hashlib.md5(raw.encode()).hexdigest()[:12] + + +@router.get("/strategy/stream") +async def strategy_stream( + request: Request, + strategy_id: str, + symbols: str | None = None, + start: str | None = None, + end: str | None = None, + matching: str = "open_t+1", + fees_pct: float = 0.0002, + slippage_bps: float = 5.0, + max_positions: int = 10, + max_exposure_pct: float = 1.0, + initial_capital: float = 1_000_000.0, + position_sizing: str = "equal", + params: str | None = None, + overrides: str | None = None, + mode: str = "position", + holding_days: int = 5, +): + """SSE 流式策略回测: 实时推送进度, 完成后推送结果, 支持重连 (刷新/切页后恢复)。 + + - 相同参数的任务只启动一次, 多次连接订阅同一个任务 + - 断开连接不会取消任务 (除非显式调用 cancel) + - 结果保留 5 分钟供重连 + + 事件类型: + - progress: {day, total, date, equity} + - done: {result} (完整回测结果) + - error: {message} + """ + from app.backtest.strategy import StrategyBacktestService, StrategyBacktestConfig + + engine = _get_engine(request) + strategy_engine = request.app.state.strategy_engine + svc = StrategyBacktestService(engine, strategy_engine) + + end_date = date.fromisoformat(end) if end else date.today() + if start: + start_date = date.fromisoformat(start) + else: + # 空 start = 全部历史: 用本地最早日K日期, 查不到再回退到默认窗口 + earliest = request.app.state.repo.earliest_daily_date() + start_date = earliest or (end_date - timedelta(days=FACTOR_DEFAULT_DAYS)) + + # 服务端范围保护 + guard_violated = False + if settings.backtest_range_guard: + days = (end_date - start_date).days + 1 + if days > BACKTEST_MAX_SERVER_DAYS: + guard_violated = True + + job_key = _make_job_key( + strategy_id, symbols, start, end, + matching, fees_pct, slippage_bps, max_positions, max_exposure_pct, initial_capital, position_sizing, + params, overrides, + mode, holding_days, + ) + + _cleanup_stale_jobs() + + # 获取或创建任务 + with _jobs_lock: + job = _running_jobs.get(job_key) + if job is None: + job = _BacktestJob(job_key) + _running_jobs[job_key] = job + is_new = True + else: + is_new = False + + async def event_generator(): + # 范围保护: 直接报错 + if guard_violated: + yield f"event: error\ndata: {json.dumps({'message': BACKTEST_SERVER_GUARD_MESSAGE}, ensure_ascii=False)}\n\n" + return + + # 如果是新任务, 启动回测线程 + if is_new and not job.done: + cfg = StrategyBacktestConfig( + strategy_id=strategy_id, + symbols=[s.strip() for s in symbols.split(",") if s.strip()] if symbols else None, + start=start_date, + end=end_date, + params=json.loads(params) if params else None, + overrides=json.loads(overrides) if overrides else None, + matching=matching, + fees_pct=fees_pct, + slippage_bps=slippage_bps, + max_positions=int(max_positions), + max_exposure_pct=float(max_exposure_pct), + initial_capital=float(initial_capital), + position_sizing=position_sizing, + mode=mode, + holding_days=int(holding_days), + ) + + def _run_backtest(): + try: + result = svc.run(cfg, lambda d: job.progress.append(d), job.cancel_event) + job.result = result + job.done = True + job.finish_ts = time.time() + except Exception as e: + job.error = str(e) + job.done = True + job.finish_ts = time.time() + + # 启动后台线程 (不阻塞事件循环) + threading.Thread(target=_run_backtest, daemon=True).start() + + # 订阅进度: 用读指针读 job.progress 列表 (多连接互不干扰) + cursor = 0 + tick = 0 + + try: + while True: + # 已完成: 推送最终结果/错误并退出 + if job.done: + if job.error: + yield f"event: error\ndata: {json.dumps({'message': job.error}, ensure_ascii=False)}\n\n" + elif job.result is not None: + r = job.result + if hasattr(r, "error") and r.error == "cancelled": + yield f"event: error\ndata: {json.dumps({'message': '回测已取消'}, ensure_ascii=False)}\n\n" + elif hasattr(r, "error") and r.error: + yield f"event: error\ndata: {json.dumps({'message': r.error}, ensure_ascii=False)}\n\n" + else: + yield f"event: done\ndata: {json.dumps(asdict(r), ensure_ascii=False, default=str)}\n\n" + return + + # 断开检测: 每 4 轮检查一次 (降低 GIL 抢占频率) + tick += 1 + if tick % 4 == 0 and await request.is_disconnected(): + break + + # 推送新进度 (从 cursor 开始读) + prog_list = job.progress + while cursor < len(prog_list): + msg = prog_list[cursor] + cursor += 1 + yield f"event: progress\ndata: {json.dumps(msg, ensure_ascii=False, default=str)}\n\n" + + await asyncio.sleep(0.5) + + except asyncio.CancelledError: + raise + + return StreamingResponse(event_generator(), media_type="text/event-stream") + + +@router.post("/strategy/cancel") +async def strategy_cancel(request: Request): + """取消正在运行的回测任务 (前端传 query string, 后端算 job_key)。""" + body = await request.json() + qs = body.get("qs", "") + # 解析 qs 得到参数 + from urllib.parse import parse_qs + p = parse_qs(qs) + def _get(key: str, default: str = "") -> str: + return p.get(key, [default])[0] + job_key = _make_job_key( + _get("strategy_id"), + _get("symbols") or None, + _get("start") or None, + _get("end") or None, + _get("matching", "open_t+1"), + float(_get("fees_pct", "0.0002")), + float(_get("slippage_bps", "5")), + int(_get("max_positions", "10")), + float(_get("max_exposure_pct", "1")), + float(_get("initial_capital", "1000000")), + _get("position_sizing", "equal"), + _get("params") or None, + _get("overrides") or None, + _get("mode", "position"), + int(_get("holding_days", "5")), + ) + job = _running_jobs.get(job_key) + if job and not job.done: + job.cancel_event.set() + return {"ok": True} + return {"ok": False, "message": "任务不存在或已完成"} + diff --git a/backend/app/api/data.py b/backend/app/api/data.py new file mode 100644 index 0000000..b1feec7 --- /dev/null +++ b/backend/app/api/data.py @@ -0,0 +1,710 @@ +"""数据画像 API —— 让前端知道"我们本地有什么数据"。""" +from __future__ import annotations + +import logging +import os +import threading +import time +from datetime import datetime, timezone +from pathlib import Path +from typing import Any, Callable + +from fastapi import APIRouter, Request + +from app.indicators.pipeline import ENRICHED_COLUMNS + +logger = logging.getLogger(__name__) + +router = APIRouter(prefix="/api/data", tags=["data"]) + +# ===== 缓存:storage(文件扫描) + 每张表 aggregate 各自缓存 ===== +# 同步期间前端 2s 轮一次 status,每张表 aggregate 全表 count + min/max + distinct +# 太重,加 TTL + 事件失效。stage 写完只清对应那张表的缓存。 + +_TABLE_TTL = 30.0 # 兜底 TTL,即使没人调 invalidate 也会过期 +_TABLE_TTL_LARGE = 120.0 # 大表(分钟K等)单独 TTL，避免多分区聚合反复重算 +_STORAGE_TTL = 60.0 # storage 文件扫描独立 TTL,stage 写完不触发重算 + +# 聚合慢的大表（分区数多、行数多），使用更长的 TTL +_LARGE_TABLES = {"minute"} + +_storage_cache: dict[str, Any] | None = None +_storage_cache_ts: float = 0.0 +_storage_lock = threading.Lock() + +_table_cache: dict[str, dict | None] = { + "daily": None, + "enriched": None, + "index_daily": None, + "index_enriched": None, + "index_instruments": None, + "minute": None, + "adj_factor": None, + "instruments": None, + "financials": None, +} +_table_cache_ts: dict[str, float] = {k: 0.0 for k in _table_cache} +_table_cache_lock = threading.Lock() + +_last_finished_cache: dict[str, str | None] | None = None +_last_finished_lock = threading.Lock() + + +def invalidate_data_cache(table: str | None = None) -> None: + """数据写入/清除后调用。 + + table=None 时清所有表 cache + storage(粗粒度,用于 pipeline 完成/clear); + 指定 table 时只清那张表,不影响 storage(细粒度,用于单 stage 写完)。 + """ + with _table_cache_lock: + if table is None: + global _storage_cache, _storage_cache_ts, _last_finished_cache + _storage_cache = None + _storage_cache_ts = 0.0 + _last_finished_cache = None + for k in _table_cache: + _table_cache[k] = None + _table_cache_ts[k] = 0.0 + elif table in _table_cache: + _table_cache[table] = None + _table_cache_ts[table] = 0.0 + + +def invalidate_storage_cache() -> None: + """向后兼容入口 — 清全部缓存。新代码请用 invalidate_data_cache(table)。""" + invalidate_data_cache(None) + + +def _get_table_stats(name: str, fetch: Callable[[], dict | None]) -> dict | None: + """走 TTL+事件 双重缓存。fetch 在锁外执行避免阻塞别的请求。""" + ttl = _TABLE_TTL_LARGE if name in _LARGE_TABLES else _TABLE_TTL + now = time.time() + with _table_cache_lock: + cached = _table_cache.get(name) + cached_ts = _table_cache_ts.get(name, 0.0) + if cached is not None and (now - cached_ts) < ttl: + return cached + + fresh = fetch() + + with _table_cache_lock: + _table_cache[name] = fresh + _table_cache_ts[name] = now + return fresh + + +def _safe_aggregate(repo, view: str) -> dict | None: + """聚合视图基础统计;视图不存在或为空时返 None。""" + try: + row = repo.execute_one( + f"""SELECT count(*) AS rows, + min(date) AS earliest, + max(date) AS latest, + count(DISTINCT symbol) AS symbols, + count(DISTINCT date) AS trading_days + FROM {view}""" + ) + except Exception as e: # noqa: BLE001 + logger.debug("aggregate %s failed: %s", view, e) + return None + if not row or not row[0]: + return None + return { + "rows": int(row[0]), + "earliest_date": str(row[1]) if row[1] else None, + "latest_date": str(row[2]) if row[2] else None, + "symbols_covered": int(row[3] or 0), + "trading_days": int(row[4] or 0), + } + + +def _safe_aggregate_daily(repo, view: str = "kline_daily") -> dict | None: + """日K轻量统计 — 零数据扫描。 + + 从分区目录名获取日期范围和交易日数，不读任何 parquet。 + 标的数从 instruments 小表获取（~5000行，毫秒级）。 + """ + daily_dir = repo.store.data_dir / "kline_daily" + if not daily_dir.exists(): + return None + dates: list[str] = [] + for d in daily_dir.iterdir(): + if d.is_dir() and d.name.startswith("date="): + dates.append(d.name[5:]) + if not dates: + return None + dates.sort() + + symbols = _count_instruments_symbols(repo) + + return { + "rows": 0, + "earliest_date": dates[0], + "latest_date": dates[-1], + "symbols_covered": symbols, + "trading_days": len(dates), + } + + +def _safe_aggregate_enriched(repo) -> dict | None: + """Enriched 轻量统计 — 零数据扫描。 + + 字段数从 DESCRIBE 读 schema（不碰数据），毫秒级。 + 日期范围从分区目录名获取（同 minute 策略），不读任何 parquet。 + 标的数从 instruments 小表取。 + """ + # 字段数：读 schema，不碰数据 + fields = 0 + try: + cols = repo.execute_all("DESCRIBE kline_enriched") + fields = len(cols) + except Exception: # noqa: BLE001 + pass + + # 日期范围：从分区目录名获取，不扫数据 + enriched_dir = repo.store.data_dir / "kline_daily_enriched" + if not enriched_dir.exists(): + return None + dates: list[str] = [] + for d in enriched_dir.iterdir(): + if d.is_dir() and d.name.startswith("date="): + dates.append(d.name[5:]) + if not dates: + return None + dates.sort() + + symbols = _count_instruments_symbols(repo) + + return { + "rows": 0, + "fields": fields, + "earliest_date": dates[0], + "latest_date": dates[-1], + "symbols_covered": symbols, + "trading_days": len(dates), + } + + +def _count_instruments_symbols(repo) -> int: + """从 instruments 小表取标的数（~5000行，毫秒级）。""" + try: + sym_row = repo.execute_one( + "SELECT count(DISTINCT symbol) FROM instruments" + ) + if sym_row and sym_row[0]: + return int(sym_row[0]) + except Exception: # noqa: BLE001 + pass + return 0 + + +def _safe_aggregate_instruments(repo) -> dict | None: + """instruments 视图统计(无 date 列,用 as_of)。""" + try: + row = repo.execute_one( + """SELECT count(*) AS rows, + count(DISTINCT symbol) AS symbols, + max(as_of) AS latest_as_of, + count_if(name IS NOT NULL AND name != '') AS named + FROM instruments""" + ) + except Exception as e: # noqa: BLE001 + logger.debug("aggregate instruments failed: %s", e) + return None + if not row or not row[0]: + return None + return { + "rows": int(row[0]), + "symbols_covered": int(row[1] or 0), + "latest_as_of": str(row[2]) if row[2] else None, + "named": int(row[3] or 0), + } + + +def _safe_aggregate_index_daily(repo) -> dict | None: + """指数日K统计。指数数据量较小，直接读取 parquet 元数据统计真实行数。""" + return _safe_aggregate(repo, "kline_index_daily") + + +def _safe_aggregate_index_enriched(repo) -> dict | None: + """指数 enriched 统计。指数数据量较小，直接读取 parquet 元数据统计真实行数。""" + fields = 0 + try: + cols = repo.execute_all("DESCRIBE kline_index_enriched") + fields = len(cols) + except Exception: # noqa: BLE001 + pass + stats = _safe_aggregate(repo, "kline_index_enriched") + if not stats: + return None + return {**stats, "fields": fields} + + +def _safe_aggregate_index_instruments(repo) -> dict | None: + """指数 instruments 视图统计。""" + try: + row = repo.execute_one( + """SELECT count(*) AS rows, + count(DISTINCT symbol) AS symbols, + count_if(name IS NOT NULL AND name != '') AS named + FROM instruments_index""" + ) + except Exception as e: # noqa: BLE001 + logger.debug("aggregate instruments_index failed: %s", e) + return None + if not row or not row[0]: + return None + return { + "rows": int(row[0]), + "symbols_covered": int(row[1] or 0), + "latest_as_of": None, + "named": int(row[2] or 0), + } + + +def _safe_aggregate_adj_factor(repo) -> dict | None: + """adj_factor 视图统计,日期范围对齐日 K 覆盖区间。""" + try: + # 取日 K 的日期范围作为过滤条件 + dr = repo.execute_one( + "SELECT min(date), max(date) FROM kline_daily" + ) + if not dr or not dr[0]: + return None + d_min, d_max = dr[0], dr[1] + row = repo.execute_one( + """SELECT count(*) AS rows, + count(DISTINCT symbol) AS symbols, + count(DISTINCT trade_date) AS trading_days + FROM adj_factor + WHERE trade_date BETWEEN ? AND ?""", + [str(d_min), str(d_max)], + ) + if not row or not row[0]: + return None + return { + "rows": int(row[0]), + "symbols_covered": int(row[1]) if isinstance(row[1], (int, float)) else 0, + "earliest_date": str(d_min), + "latest_date": str(d_max), + "trading_days": int(row[2] or 0), + } + except Exception as e: # noqa: BLE001 + logger.debug("aggregate adj_factor failed: %s", e) + return None + + +def _safe_aggregate_minute(repo) -> dict | None: + """kline_minute 统计 — 从分区目录名获取交易日数，跳过全表扫描。 + + 分钟 K 按 date=YYYY-MM-DD 分区存储，直接数目录即可， + 无需 count(*) / count(DISTINCT ...) 等昂贵查询。 + """ + minute_dir = repo.store.data_dir / "kline_minute" + if not minute_dir.exists(): + return None + + # 从 date=YYYY-MM-DD 目录名提取交易日 + dates: list[str] = [] + for d in minute_dir.iterdir(): + if d.is_dir() and d.name.startswith("date="): + dates.append(d.name[5:]) + + if not dates: + return None + + dates.sort() + return { + "rows": 0, # 不再查询行数 + "earliest_date": dates[0], + "latest_date": dates[-1], + "symbols_covered": 0, # 不再查询标的数 + "trading_days": len(dates), + } + + +def _safe_aggregate_financials(repo) -> dict | None: + """财务数据统计 — 检查各表文件是否存在及行数。""" + data_dir = repo.store.data_dir + tables_info: dict[str, dict] = {} + total_rows = 0 + + for table in ("metrics", "income", "balance_sheet", "cash_flow"): + path = data_dir / "financials" / table / "part.parquet" + if path.exists(): + try: + import polars as pl + df = pl.read_parquet(path, columns=["symbol"]) + rows = len(df) + symbols = df["symbol"].n_unique() if not df.is_empty() else 0 + tables_info[table] = {"rows": rows, "symbols": symbols} + total_rows += rows + except Exception: + tables_info[table] = {"rows": 0, "symbols": 0} + else: + tables_info[table] = {"rows": 0, "symbols": 0} + + if total_rows == 0: + return None + + return { + "rows": total_rows, + "tables": tables_info, + } + + +def _scan_dir_stats(dirpath: Path) -> tuple[int, float]: + """单次遍历统计目录下文件数和总大小(MB)。比 rglob+stat 快很多。""" + if not dirpath.exists(): + return 0, 0.0 + count = 0 + total = 0 + for entry in os.scandir(dirpath): + if entry.is_dir(follow_symlinks=False): + c, s = _scan_dir_recursive(entry) + count += c + total += s + elif entry.is_file(follow_symlinks=False): + try: + total += entry.stat().st_size + except OSError: + pass + count += 1 + return count, round(total / 1048576, 2) + + +def _scan_dir_recursive(entry: os.DirEntry) -> tuple[int, int]: + """递归统计一个 DirEntry 下的文件数和总字节数。""" + count = 0 + total = 0 + try: + for sub in os.scandir(entry.path): + if sub.is_dir(follow_symlinks=False): + c, s = _scan_dir_recursive(sub) + count += c + total += s + elif sub.is_file(follow_symlinks=False): + try: + total += sub.stat().st_size + except OSError: + pass + count += 1 + except PermissionError: + pass + return count, total + + +def _compute_storage(data_dir: Path) -> dict: + """单次遍历计算 storage 统计，避免多次 rglob。""" + import os + + # 只统计关心的子目录 + subdirs = { + "daily": data_dir / "kline_daily", + "enriched": data_dir / "kline_daily_enriched", + "index_daily": data_dir / "kline_index_daily", + "index_enriched": data_dir / "kline_index_enriched", + "index_instruments": data_dir / "instruments_index", + "minute": data_dir / "kline_minute", + "adj_factor": data_dir / "adj_factor", + "instruments": data_dir / "instruments", + "ext_data": data_dir / "ext_data", + } + stats = {} + total_size = 0 + for key, d in subdirs.items(): + fc, sz = _scan_dir_stats(d) + total_size += sz + stats[f"{key}_files"] = fc + stats[f"{key}_size_mb"] = sz + + # total: 再加上其他零散文件(pools, financials, capabilities.json 等) + other_dirs = ["pools", "financials", "backtest_results", "screener_results", "ai_cache"] + for name in other_dirs: + d = data_dir / name + if d.exists(): + _, s = _scan_dir_stats(d) + total_size += s + + # financials 单独统计 + fin_dir = data_dir / "financials" + if fin_dir.exists(): + fc, sz = _scan_dir_stats(fin_dir) + stats["financials_files"] = fc + stats["financials_size_mb"] = sz + total_size += sz + for name in other_dirs: + d = data_dir / name + if d.exists(): + _, s = _scan_dir_stats(d) + total_size += s + # 根目录散文件 + for entry in os.scandir(data_dir): + if entry.is_file(follow_symlinks=False): + try: + total_size += entry.stat().st_size / 1048576 + except OSError: + pass + stats["total_size_mb"] = round(total_size, 2) + return stats + + +def _next_cron_run(scheduler, job_id: str) -> str | None: + """读 APScheduler 下次执行时间。""" + if not scheduler: + return None + try: + job = scheduler.get_job(job_id) + if job and job.next_run_time: + return job.next_run_time.isoformat(timespec="seconds") + except Exception: # noqa: BLE001 + pass + return None + + +def _get_storage(data_dir: Path) -> dict: + """返回缓存的 storage 统计；走独立 TTL，stage 写完不触发重算。""" + global _storage_cache, _storage_cache_ts + now = time.time() + with _storage_lock: + if _storage_cache is not None and (now - _storage_cache_ts) < _STORAGE_TTL: + return _storage_cache + fresh = _compute_storage(data_dir) + with _storage_lock: + _storage_cache = fresh + _storage_cache_ts = now + return fresh + + +def _last_finished(job_label: str) -> str | None: + """从 JobStore 读最近一次该类型任务的完成时间（缓存到 pipeline 终态失效）。""" + global _last_finished_cache + with _last_finished_lock: + if _last_finished_cache is not None: + return _last_finished_cache.get(job_label) + + from app.services.pipeline_jobs import job_store + jobs = job_store.list_recent(limit=50) + cache: dict[str, str | None] = {} + for j in jobs: + if j["status"] not in ("succeeded", "failed"): + continue + if "instruments_rows" in (j.get("result") or {}) and "instruments" not in cache: + cache["instruments"] = j["finished_at"] + if "daily_days" in (j.get("result") or {}) and "pipeline" not in cache: + cache["pipeline"] = j["finished_at"] + with _last_finished_lock: + _last_finished_cache = cache + return cache.get(job_label) + + +@router.get("/status") +def status(request: Request) -> dict: + repo = request.app.state.repo + scheduler = getattr(request.app.state, "scheduler", None) + data_dir = repo.store.data_dir + + return { + "daily": _get_table_stats("daily", lambda: _safe_aggregate_daily(repo)), + "enriched": _get_table_stats("enriched", lambda: _safe_aggregate_enriched(repo)), + "index_daily": _get_table_stats("index_daily", lambda: _safe_aggregate_index_daily(repo)), + "index_enriched": _get_table_stats("index_enriched", lambda: _safe_aggregate_index_enriched(repo)), + "index_instruments": _get_table_stats("index_instruments", lambda: _safe_aggregate_index_instruments(repo)), + "minute": _get_table_stats("minute", lambda: _safe_aggregate_minute(repo)), + "adj_factor": _get_table_stats("adj_factor", lambda: _safe_aggregate_adj_factor(repo)), + "instruments": _get_table_stats("instruments", lambda: _safe_aggregate_instruments(repo)), + "financials": _get_table_stats("financials", lambda: _safe_aggregate_financials(repo)), + + # 文件层面信息(缓存) + "storage": _get_storage(data_dir), + + # 调度 + "next_instruments_run": _next_cron_run(scheduler, "pre_market_instruments"), + "next_pipeline_run": _next_cron_run(scheduler, "daily_pipeline"), + "last_instruments_run": _last_finished("instruments"), + "last_pipeline_run": _last_finished("pipeline"), + "checked_at": datetime.now(timezone.utc).isoformat(timespec="seconds").replace("+00:00", "Z"), + } + + +@router.post("/clear") +def clear_data(request: Request): + """清除所有本地 Parquet 数据（保留 capabilities.json 和目录结构）。""" + import shutil + + repo = request.app.state.repo + data_dir = repo.store.data_dir + deleted = 0 + + for sub in ( + "kline_daily", "kline_daily_enriched", "kline_index_daily", "kline_index_enriched", "kline_minute", + "adj_factor", "instruments", "instruments_index", "pools", "financials", + "backtest_results", "screener_results", "ai_cache", + ): + d = data_dir / sub + if d.exists(): + # 先删所有 parquet 文件 + for f in d.rglob("*.parquet"): + f.unlink() + deleted += 1 + # 再删除空的日期分区子目录（date=YYYY-MM-DD 等） + for child in list(d.iterdir()): + if child.is_dir(): + shutil.rmtree(child, ignore_errors=True) + + # 清除同步历史（内存 + 磁盘 job_store/ 文件夹） + from app.services.pipeline_jobs import job_store + job_store.clear() + + # 清除财务数据 + fin_dir = data_dir / "financials" + for sub in ("metrics", "income", "balance_sheet", "cash_flow"): + fp = fin_dir / sub / "part.parquet" + if fp.exists(): + fp.unlink() + deleted += 1 + + # 清除 Polars 缓存 + repo.refresh_cache() + + # 刷新 DuckDB 视图（空 parquet 目录也需要重新挂载） + d = data_dir.as_posix() + for name, path in { + "kline_daily": f"{d}/kline_daily/**/*.parquet", + "kline_enriched": f"{d}/kline_daily_enriched/**/*.parquet", + "kline_index_daily": f"{d}/kline_index_daily/**/*.parquet", + "kline_index_enriched": f"{d}/kline_index_enriched/**/*.parquet", + "kline_minute": f"{d}/kline_minute/**/*.parquet", + "adj_factor": f"{d}/adj_factor/**/*.parquet", + "instruments": f"{d}/instruments/**/*.parquet", + "instruments_index": f"{d}/instruments_index/**/*.parquet", + }.items(): + try: + repo.db.execute( + f"CREATE OR REPLACE VIEW {name} AS " + f"SELECT * FROM read_parquet('{path}', union_by_name=true)" + ) + except Exception: + pass + + logger.info("数据已清除: 删除 %d 个 parquet 文件", deleted) + invalidate_data_cache(None) + return {"deleted_files": deleted} + + +# 各表字段说明 +_TABLE_FIELD_DESC: dict[str, dict[str, str]] = { + "kline_daily": { + "symbol": "股票代码", + "date": "交易日期", + "open": "开盘价", + "high": "最高价", + "low": "最低价", + "close": "收盘价", + "volume": "成交量", + "amount": "成交额", + }, + "kline_enriched": ENRICHED_COLUMNS, + "kline_index_daily": { + "symbol": "指数代码", + "date": "交易日期", + "open": "开盘点位", + "high": "最高点位", + "low": "最低点位", + "close": "收盘点位", + "volume": "成交量", + "amount": "成交额", + }, + "kline_index_enriched": ENRICHED_COLUMNS, + "kline_minute": { + "symbol": "股票代码", + "datetime": "分钟时间戳", + "open": "开盘价", + "high": "最高价", + "low": "最低价", + "close": "收盘价", + "volume": "成交量", + "amount": "成交额", + }, + "adj_factor": { + "symbol": "股票代码", + "timestamp": "除权除息时间戳(ms)", + "trade_date": "除权除息日", + "ex_factor": "复权因子", + }, + "instruments": { + "symbol": "股票代码", + "name": "股票名称", + "code": "股票编码(纯数字)", + "exchange": "交易所(SH/SZ/BJ)", + "region": "地区", + "type": "证券类型", + "listing_date": "上市日期", + "total_shares": "总股本", + "float_shares": "流通股本", + "tick_size": "最小价格变动单位", + "limit_up": "涨停限制(%)", + "limit_down": "跌停限制(%)", + "as_of": "快照日期", + }, + "instruments_index": { + "symbol": "指数代码", + "name": "指数名称", + "code": "指数编码(纯数字)", + "asset_type": "资产类型(index)", + }, +} + +# view 名 → DuckDB 视图名 +_SCHEMA_VIEWS: dict[str, str] = { + "daily": "kline_daily", + "enriched": "kline_enriched", + "index_daily": "kline_index_daily", + "index_enriched": "kline_index_enriched", + "index_instruments": "instruments_index", + "minute": "kline_minute", + "adj_factor": "adj_factor", + "instruments": "instruments", +} + + +@router.get("/schema/{table}") +def table_schema(request: Request, table: str) -> list[dict]: + """返回指定表的字段名、类型和中文说明。 + + 优先从 DuckDB DESCRIBE 读取(有数据时含精确类型)； + 视图不存在(无数据)时回退到 _TABLE_FIELD_DESC 静态定义。 + """ + view = _SCHEMA_VIEWS.get(table) + if not view: + return [] + desc_map = _TABLE_FIELD_DESC.get(view, {}) + repo = request.app.state.repo + fields: list[dict] = [] + try: + cols = repo.execute_all(f"DESCRIBE {view}") + for col in cols: + name = col[0] + dtype = col[1] + fields.append({ + "name": name, + "type": dtype, + "desc": desc_map.get(name, ""), + }) + except Exception: # noqa: BLE001 + # 视图不存在(本地无数据)，用静态字段定义兜底 + if desc_map: + for name, desc in desc_map.items(): + fields.append({"name": name, "type": "—", "desc": desc}) + return fields + + +@router.get("/version") +def get_version(request: Request) -> dict: + """返回当前项目版本号（读取项目根目录 VERSION 文件）。""" + from app.config import settings + version_file = Path(settings.data_dir).parent / "VERSION" + version = "v0.0.0" + if version_file.exists(): + version = version_file.read_text(encoding="utf-8").strip() or version + return {"version": version} diff --git a/backend/app/api/ext_data.py b/backend/app/api/ext_data.py new file mode 100644 index 0000000..1d4ec84 --- /dev/null +++ b/backend/app/api/ext_data.py @@ -0,0 +1,825 @@ +"""扩展数据 API — CRUD + 文件上传 + JSON 写入 + 定时拉取 + schema 发现。""" +from __future__ import annotations + +import json +import logging +import math +import shutil +import tempfile +from datetime import date, datetime +from pathlib import Path +from typing import Literal + +import polars as pl +from fastapi import APIRouter, File, HTTPException, Query, Request, UploadFile +from pydantic import BaseModel, Field + +from app.services.ext_data import ( + ExtConfig, + ExtConfigStore, + ExtField, + PullConfig, + fix_symbol_format, + normalize_symbol, + parse_upload_file, + write_ext_parquet, + rows_to_parquet, +) +from app.services.ext_pull import fetch_and_ingest, pull_scheduler + +logger = logging.getLogger(__name__) +router = APIRouter(prefix="/api/ext-data", tags=["ext-data"]) + + +# --------------------------------------------------------------------------- +# Pydantic 模型 +# --------------------------------------------------------------------------- + +class FieldDef(BaseModel): + name: str + dtype: str = "string" # string | int | float | bool + label: str = "" + + +class CreateExtReq(BaseModel): + id: str = Field(..., min_length=1, max_length=64, pattern=r"^[a-zA-Z0-9_]+$") + label: str = Field(..., min_length=1, max_length=64) + mode: Literal["snapshot", "timeseries"] + fields: list[FieldDef] = Field(..., min_length=1) + description: str = "" + symbol_map: dict = {} # {"type": "mapped", "col": "..."} 或 {"type": "computed", "from": "code", "method": "append_exchange"} + code_map: dict = {} # {"type": "mapped", "col": "..."} 或 {"type": "computed", "from": "symbol", "method": "strip_exchange"} + + +class UpdateExtReq(BaseModel): + label: str | None = None + fields: list[FieldDef] | None = None + description: str | None = None + symbol_map: dict | None = None + code_map: dict | None = None + + +class IngestReq(BaseModel): + """JSON 批量写入请求。""" + date: str | None = None # YYYY-MM-DD，不传默认今天 + rows: list[dict] = Field(..., min_length=1) + + +class PullConfigReq(BaseModel): + """定时拉取配置请求。""" + url: str = Field(..., min_length=1) + method: str = "GET" + headers: dict[str, str] | None = None + body: str | None = None + response_path: str = "" # dot-path to rows array + field_map: dict[str, str] | None = None # external → internal field name + schedule_minutes: int = Field(1440, ge=1) + enabled: bool = False + + +# --------------------------------------------------------------------------- +# 辅助 +# --------------------------------------------------------------------------- + +def _store(request: Request) -> ExtConfigStore: + return ExtConfigStore(request.app.state.repo.store.data_dir) + + +def _data_dir(request: Request) -> Path: + return request.app.state.repo.store.data_dir + + +# --------------------------------------------------------------------------- +# CRUD +# --------------------------------------------------------------------------- + +def _apply_mapping(df: pl.DataFrame, config: ExtConfig, data_dir: Path) -> pl.DataFrame: + """根据 config 的 symbol_map / code_map 自动生成 symbol 和 code 列。 + + 执行顺序：先 mapped（从文件列复制），再 computed（从已生成的列计算）。 + """ + sm = config.symbol_map or {} + cm = config.code_map or {} + + # --- 第一步：mapped 类型，直接从文件列映射 --- + if sm.get("type") == "mapped" and sm["col"] in df.columns: + df = df.with_columns(df[sm["col"]].cast(pl.Utf8).alias("symbol")) + + if cm.get("type") == "mapped" and cm["col"] in df.columns: + df = df.with_columns(df[cm["col"]].cast(pl.Utf8).alias("code")) + + # --- 第二步：computed 类型，从已生成的列计算 --- + if "symbol" not in df.columns and sm.get("type") == "computed": + if sm.get("from") == "code" and "code" in df.columns: + # code → symbol: 000001 → 000001.SZ + from app.services.ext_data import build_code_lookup + lookup = build_code_lookup(data_dir) + df = df.with_columns(normalize_symbol(df["code"].cast(pl.Utf8), lookup).alias("symbol")) + + if "code" not in df.columns and cm.get("type") == "computed": + if cm.get("from") == "symbol" and "symbol" in df.columns: + # symbol → code: 000001.SZ → 000001 + df = df.with_columns( + df["symbol"].cast(pl.Utf8).str.split(".").list.first().alias("code") + ) + + # --- 兜底：如果只有一个，自动生成另一个 --- + if "symbol" in df.columns and "code" not in df.columns: + df = df.with_columns( + df["symbol"].cast(pl.Utf8).str.split(".").list.first().alias("code") + ) + elif "code" in df.columns and "symbol" not in df.columns: + from app.services.ext_data import build_code_lookup + lookup = build_code_lookup(data_dir) + df = df.with_columns(normalize_symbol(df["code"].cast(pl.Utf8), lookup).alias("symbol")) + + # 标准化 symbol 列 + if "symbol" in df.columns: + from app.services.ext_data import build_code_lookup + lookup = build_code_lookup(data_dir) + df = df.with_columns(normalize_symbol(df["symbol"].cast(pl.Utf8), lookup)) + + return df + + +def _clean_col_names(df: pl.DataFrame) -> pl.DataFrame: + """清洗列名：去掉所有 (...) 及其内容，避免时间戳导致列名不稳定。""" + import re + renames = {col: re.sub(r"\([^)]*\)", "", col).strip() for col in df.columns} + # 去重：如果清洗后重名，加序号后缀 + seen: dict[str, int] = {} + final = {} + for old, new in renames.items(): + if new in seen: + seen[new] += 1 + final[old] = f"{new}_{seen[new]}" + else: + seen[new] = 0 + final[old] = new + return df.rename(final) + + +def _ext_data_dir(config: ExtConfig, data_dir: Path) -> Path: + """返回扩展数据的数据目录。 + + - snapshot: data/ext_data/{id}/（part.parquet 与 config.json 同级） + - timeseries: data/ext_data/{id}/timeseries/ + """ + cfg_dir = data_dir / "ext_data" / config.id + if config.mode == "timeseries": + return cfg_dir / "timeseries" + return cfg_dir + + +def _parquet_glob(config: ExtConfig, data_dir: Path) -> str: + """返回该扩展配置下所有 parquet 文件的 glob 模式。 + + snapshot: 'data/ext_data/{id}/*.parquet'（只有 part.parquet） + timeseries: 'data/ext_data/{id}/timeseries/**/*.parquet' + """ + cfg_dir = data_dir / "ext_data" / config.id + if config.mode == "snapshot": + return str(cfg_dir / "*.parquet") + return str(cfg_dir / "timeseries" / "**" / "*.parquet") + + +def _safe_json_value(value): + if isinstance(value, float) and not math.isfinite(value): + return None + if isinstance(value, (date, datetime)): + return value.isoformat() + return value + + +def _read_ext_dataframe( + config: ExtConfig, + data_dir: Path, + snapshot_date: str | None = None, +) -> tuple[pl.DataFrame, str | None]: + cfg_dir = data_dir / "ext_data" / config.id + + if config.mode == "snapshot": + path = cfg_dir / "part.parquet" + if not path.exists(): + return pl.DataFrame(), None + return pl.read_parquet(path), _latest_sync_date(config, data_dir) + + base = cfg_dir / "timeseries" + if not base.exists(): + return pl.DataFrame(), None + + if snapshot_date: + path = base / f"date={snapshot_date}" / "part.parquet" + if not path.exists(): + return pl.DataFrame(), snapshot_date + return pl.read_parquet(path), snapshot_date + + partitions = sorted( + d for d in base.iterdir() + if d.is_dir() and d.name.startswith("date=") and (d / "part.parquet").exists() + ) + if not partitions: + return pl.DataFrame(), None + + latest = partitions[-1] + latest_date = latest.name[5:] + return pl.read_parquet(latest / "part.parquet"), latest_date + + +def _with_instrument_name(df: pl.DataFrame, data_dir: Path) -> pl.DataFrame: + if df.is_empty() or "symbol" not in df.columns or "name" in df.columns: + return df + path = data_dir / "instruments" / "instruments.parquet" + if not path.exists(): + return df + try: + inst = pl.read_parquet(path) + if "symbol" in inst.columns and "name" in inst.columns: + inst = inst.select(["symbol", "name"]).unique(subset=["symbol"], keep="last") + return df.join(inst, on="symbol", how="left") + except Exception: + return df + return df + + +def _latest_sync_date(config: ExtConfig, data_dir: Path) -> str | None: + """扫描数据文件，返回该扩展配置的最新同步时间（含时分秒）。 + + - snapshot: 直接取 ext_data/{id}/part.parquet 的 mtime + - timeseries: 扫描 ext_data/{id}/timeseries/date=xxx 分区目录 + """ + from datetime import datetime + + if config.mode == "snapshot": + # 快照: part.parquet 与 config.json 同级 + p = data_dir / "ext_data" / config.id / "part.parquet" + if p.exists(): + ts = datetime.fromtimestamp(p.stat().st_mtime).strftime("%Y-%m-%d %H:%M:%S") + return ts + # 兼容旧路径 + old = data_dir / "instruments_ext" + if old.exists(): + return _latest_sync_from_partitions(old) + return None + + # 时序: 扫描 timeseries/date=xxx + base = _ext_data_dir(config, data_dir) + if not base.exists(): + # 兼容旧路径 + base = data_dir / "kline_ext" + if not base.exists(): + return None + return _latest_sync_from_partitions(base) + + +def _latest_sync_from_partitions(base: Path) -> str | None: + """从 date=xxx 分区目录中找到最新分区的修改时间。""" + from datetime import datetime + latest_ts: float = 0 + latest_date: str | None = None + for d in base.iterdir(): + if d.is_dir() and d.name.startswith("date="): + for f in d.glob("*.parquet"): + mtime = f.stat().st_mtime + if mtime > latest_ts: + latest_ts = mtime + latest_date = d.name[5:] + if latest_date and latest_ts > 0: + ts = datetime.fromtimestamp(latest_ts).strftime("%H:%M:%S") + return f"{latest_date} {ts}" + return latest_date + + +def _date_range(config: ExtConfig, data_dir: Path) -> list[str] | None: + """返回时序型扩展数据的日期范围 [最早, 最新]。""" + if config.mode != "timeseries": + return None + base = _ext_data_dir(config, data_dir) + if not base.exists(): + # 兼容旧路径 + base = data_dir / "kline_ext" + if not base.exists(): + return None + dates: list[str] = [] + for d in base.iterdir(): + if d.is_dir() and d.name.startswith("date="): + dates.append(d.name[5:]) + if len(dates) < 1: + return None + dates.sort() + return [dates[0], dates[-1]] + + +@router.get("") +def list_configs(request: Request): + """列出所有扩展数据配置。""" + configs = _store(request).load_all() + data_dir = _data_dir(request) + items = [] + for c in configs: + d = c.to_dict() + d["latest_sync_date"] = _latest_sync_date(c, data_dir) + d["date_range"] = _date_range(c, data_dir) + items.append(d) + return {"items": items} + + +@router.post("") +def create_config(request: Request, body: CreateExtReq): + """创建扩展数据配置。""" + store = _store(request) + if store.get(body.id): + raise HTTPException(400, f"配置 '{body.id}' 已存在") + config = ExtConfig( + id=body.id, + label=body.label, + mode=body.mode, + fields=[ExtField(f.name, f.dtype, f.label) for f in body.fields], + description=body.description, + symbol_map=body.symbol_map, + code_map=body.code_map, + ) + store.upsert(config) + return config.to_dict() + + +@router.put("/{config_id}") +def update_config(request: Request, config_id: str, body: UpdateExtReq): + """更新扩展数据配置。""" + store = _store(request) + config = store.get(config_id) + if not config: + raise HTTPException(404, f"配置 '{config_id}' 不存在") + if body.label is not None: + config.label = body.label + if body.fields is not None: + config.fields = [ExtField(f.name, f.dtype, f.label) for f in body.fields] + if body.description is not None: + config.description = body.description + if body.symbol_map is not None: + config.symbol_map = body.symbol_map + if body.code_map is not None: + config.code_map = body.code_map + store.upsert(config) + return config.to_dict() + + +@router.delete("/{config_id}") +def delete_config(request: Request, config_id: str): + """删除扩展数据配置。""" + store = _store(request) + if not store.delete(config_id): + raise HTTPException(404, f"配置 '{config_id}' 不存在") + return {"status": "deleted"} + + +@router.get("/{config_id}/rows") +def list_rows( + request: Request, + config_id: str, + snapshot_date: str | None = Query(None, alias="date"), + columns: str | None = Query(None, description="逗号分隔的字段列表"), + limit: int = Query(1000, ge=1, le=20000), +): + """读取扩展数据明细。 + + - snapshot: 返回当前快照。 + - timeseries: 默认返回最新日期分区，也可通过 date=YYYY-MM-DD 指定。 + """ + config = _store(request).get(config_id) + if not config: + raise HTTPException(404, f"配置 '{config_id}' 不存在") + + data_dir = _data_dir(request) + df, active_date = _read_ext_dataframe(config, data_dir, snapshot_date) + df = _with_instrument_name(df, data_dir) + requested = [c.strip() for c in (columns or "").split(",") if c.strip()] + if requested: + keep = [c for c in ["symbol", "code", "name", *requested] if c in df.columns] + if keep: + df = df.select(list(dict.fromkeys(keep))) + total = len(df) + if total > limit: + df = df.head(limit) + + rows = [] + for row in df.to_dicts(): + rows.append({k: _safe_json_value(v) for k, v in row.items()}) + + return { + "id": config.id, + "label": config.label, + "mode": config.mode, + "date": active_date, + "total": total, + "limit": limit, + "fields": [f.to_dict() for f in config.fields], + "rows": rows, + } + + +# --------------------------------------------------------------------------- +# 文件上传 +# --------------------------------------------------------------------------- + +@router.post("/{config_id}/upload") +async def upload_data( + request: Request, + config_id: str, + file: UploadFile = File(...), + snapshot_date: str | None = None, +): + """上传 CSV/Excel 文件写入扩展数据。""" + store = _store(request) + config = store.get(config_id) + if not config: + raise HTTPException(404, f"配置 '{config_id}' 不存在") + + # 校验文件后缀 + suffix = Path(file.filename or "").suffix.lower() + if suffix not in (".csv", ".xlsx", ".xls"): + raise HTTPException(400, "仅支持 CSV / Excel 文件") + + # 写到临时文件再解析 + tmp_dir = Path(tempfile.mkdtemp()) + tmp_path = tmp_dir / f"upload{suffix}" + try: + with tmp_path.open("wb") as f: + content = await file.read() + f.write(content) + + # 直接读取文件，不做列重命名 + if suffix == ".csv": + df = pl.read_csv(tmp_path, infer_schema_length=10000) + elif suffix in (".xlsx", ".xls"): + df = pl.read_excel(tmp_path) + else: + raise HTTPException(400, f"不支持的文件格式: {suffix}") + + # 清洗列名：去掉括号内的时间戳等信息 + df = _clean_col_names(df) + + # 按映射关系自动生成 symbol 和 code 列 + df = _apply_mapping(df, config, _data_dir(request)) + except ValueError as e: + raise HTTPException(400, str(e)) from e + finally: + shutil.rmtree(tmp_dir, ignore_errors=True) + + # 确保配置的字段列存在于上传数据中（symbol/code 由映射自动生成，不校验） + auto_fields = {"symbol", "code"} + config_cols = {f.name for f in config.fields} - auto_fields + missing = config_cols - set(df.columns) + if missing: + raise HTTPException(400, f"上传数据缺少字段: {', '.join(sorted(missing))}") + + # 只保留配置中定义的列（包括自动生成的 symbol/code），忽略文件中多余的字段 + all_config_cols = {f.name for f in config.fields} + keep = [c for c in df.columns if c in all_config_cols] + df = df.select(keep) + + # 解析快照日期 + snap = date.fromisoformat(snapshot_date) if snapshot_date else date.today() + + rows = write_ext_parquet(df, config, _data_dir(request), snapshot_date=snap) + + # 刷新 DuckDB 视图 + _refresh_views(request) + + return {"status": "ok", "rows": rows, "date": snap.isoformat()} + + +# --------------------------------------------------------------------------- +# JSON 接口写入 +# --------------------------------------------------------------------------- + +@router.post("/{config_id}/ingest") +def ingest_data(request: Request, config_id: str, body: IngestReq): + """通过 JSON 接口批量写入扩展数据。""" + store = _store(request) + config = store.get(config_id) + if not config: + raise HTTPException(404, f"配置 '{config_id}' 不存在") + + # 校验必填字段 + configured = {f.name for f in config.fields} + required = configured - {"symbol"} + for i, row in enumerate(body.rows): + if "symbol" not in row: + raise HTTPException(400, f"第 {i + 1} 行缺少 symbol 字段") + missing = required - set(row.keys()) + if missing: + raise HTTPException(400, f"第 {i + 1} 行缺少字段: {', '.join(sorted(missing))}") + + snap = date.fromisoformat(body.date) if body.date else date.today() + + rows_written = rows_to_parquet(body.rows, config, _data_dir(request), snapshot_date=snap) + + _refresh_views(request) + + return {"status": "ok", "rows": rows_written, "date": snap.isoformat()} + + +# --------------------------------------------------------------------------- +# 定时拉取 +# --------------------------------------------------------------------------- + +@router.put("/{config_id}/pull") +def configure_pull(request: Request, config_id: str, body: PullConfigReq): + """配置（或更新）定时拉取。""" + store = _store(request) + config = store.get(config_id) + if not config: + raise HTTPException(404, f"配置 '{config_id}' 不存在") + + # 保留历史状态字段 + old_pull = config.pull + config.pull = PullConfig( + url=body.url, + method=body.method, + headers=body.headers, + body=body.body, + response_path=body.response_path, + field_map=body.field_map, + schedule_minutes=body.schedule_minutes, + enabled=body.enabled, + last_run=old_pull.last_run if old_pull else None, + last_status=old_pull.last_status if old_pull else None, + last_message=old_pull.last_message if old_pull else None, + last_rows=old_pull.last_rows if old_pull else None, + ) + store.upsert(config) + + # 刷新调度器 + pull_scheduler.refresh(_data_dir(request)) + + return {"status": "ok", "pull": config.pull.to_dict()} + + +@router.post("/{config_id}/pull/test") +async def test_pull(request: Request, config_id: str): + """测试拉取：请求外部 API 并返回预览数据，不写入。""" + store = _store(request) + config = store.get(config_id) + if not config: + raise HTTPException(404, f"配置 '{config_id}' 不存在") + if not config.pull or not config.pull.url: + raise HTTPException(400, "拉取未配置或 URL 为空") + + # 临时构建一个带新配置的 config 用于测试 + from app.services.ext_pull import _extract_rows, _apply_field_map + import httpx + + pull = config.pull + try: + async with httpx.AsyncClient(timeout=30) as client: + headers = pull.headers or {} + kwargs: dict = {"headers": headers} + if pull.method.upper() == "POST" and pull.body: + kwargs["content"] = pull.body + if "content-type" not in {k.lower() for k in headers}: + kwargs["headers"]["Content-Type"] = "application/json" + resp = await client.request(pull.method.upper(), pull.url, **kwargs) + resp.raise_for_status() + data = resp.json() + + rows = _extract_rows(data, pull.response_path) + preview = _apply_field_map(rows[:5], pull.field_map) + return { + "status": "ok", + "total_rows": len(rows), + "preview": preview, + "has_symbol": bool(rows and "symbol" in rows[0]), + } + except Exception as e: + raise HTTPException(400, f"测试失败: {e}") from e + + +@router.post("/{config_id}/pull/run") +async def run_pull(request: Request, config_id: str): + """手动触发一次拉取并写入。""" + store = _store(request) + config = store.get(config_id) + if not config: + raise HTTPException(404, f"配置 '{config_id}' 不存在") + if not config.pull or not config.pull.url: + raise HTTPException(400, "拉取未配置或 URL 为空") + + try: + n, d = await fetch_and_ingest(config, _data_dir(request)) + _refresh_views(request) + return {"status": "ok", "rows": n, "date": d} + except Exception as e: + raise HTTPException(400, f"拉取失败: {e}") from e + + +# --------------------------------------------------------------------------- +# --------------------------------------------------------------------------- +# Symbol 格式修复 +# --------------------------------------------------------------------------- + +@router.post("/{config_id}/fix-symbol") +def fix_symbol(request: Request, config_id: str): + """扫描已有 Parquet 数据，将 symbol 列标准化为 代码.交易所 格式。""" + store = _store(request) + config = store.get(config_id) + if not config: + raise HTTPException(404, f"配置 '{config_id}' 不存在") + + fixed = fix_symbol_format(config, _data_dir(request)) + _refresh_views(request) + return {"status": "ok", "fixed_files": fixed} + + +# --------------------------------------------------------------------------- +# Schema 发现 +# --------------------------------------------------------------------------- + +_POLARS_TYPE_MAP = { + "Int64": "int", "Int32": "int", "Int16": "int", "Int8": "int", + "UInt64": "int", "UInt32": "int", "UInt16": "int", "UInt8": "int", + "Float64": "float", "Float32": "float", + "Boolean": "bool", + "Utf8": "string", "String": "string", + "Date": "string", "Datetime": "string", "Duration": "string", + "Categorical": "string", +} + + +@router.post("/detect-fields") +async def detect_fields( + request: Request, + file: UploadFile = File(...), +): + """上传 CSV/Excel 文件，自动检测列名和类型。 + + 返回 symbol_candidates（数据匹配 000001.SZ 格式的列）和 + code_candidates（数据匹配 6位纯数字的列）。 + """ + suffix = Path(file.filename or "").suffix.lower() + if suffix not in (".csv", ".xlsx", ".xls"): + raise HTTPException(400, "仅支持 CSV / Excel 文件") + + tmp_dir = Path(tempfile.mkdtemp()) + tmp_path = tmp_dir / f"upload{suffix}" + try: + with tmp_path.open("wb") as f: + content = await file.read() + f.write(content) + + # 直接读取，不要求 symbol 列 + if suffix == ".csv": + df = pl.read_csv(tmp_path, infer_schema_length=10000) + elif suffix in (".xlsx", ".xls"): + df = pl.read_excel(tmp_path) + else: + raise HTTPException(400, f"不支持的文件格式: {suffix}") + except HTTPException: + raise + except Exception as e: + raise HTTPException(400, str(e)) from e + finally: + shutil.rmtree(tmp_dir, ignore_errors=True) + + # 清洗列名：去掉括号内的时间戳等信息 + df = _clean_col_names(df) + + # 构建字段列表 + fields = [] + for col_name in df.columns: + pl_type = df[col_name].dtype + dtype = _POLARS_TYPE_MAP.get(str(pl_type.base_type()), "string") + fields.append({"name": col_name, "dtype": dtype, "label": col_name}) + + # --- 分别检测 symbol 候选 (000001.SZ) 和 code 候选 (6位纯数字) --- + import re + _CODE_PAT = re.compile(r"^\d{6}$") + _SYMBOL_PAT = re.compile(r"^\d{6}\.[A-Z]{2}$") + + symbol_candidates: list[str] = [] # 数据匹配 000001.SZ 格式 + code_candidates: list[str] = [] # 数据匹配 000001 格式 + + for col in df.columns: + col_data = df[col].cast(pl.Utf8).drop_nulls() + if len(col_data) == 0: + continue + sample = col_data.head(200).to_list() + sym_hits = sum(1 for v in sample if _SYMBOL_PAT.match(str(v).strip())) + code_hits = sum(1 for v in sample if _CODE_PAT.match(str(v).strip())) + total = len(sample) + if total > 0: + if sym_hits / total > 0.5: + symbol_candidates.append(col) + elif code_hits / total > 0.5: + code_candidates.append(col) + + return { + "fields": fields, + "rows": len(df), + "symbol_candidates": symbol_candidates, + "code_candidates": code_candidates, + } + + +@router.get("/schema/{config_id}") +def discover_schema(request: Request, config_id: str): + """发现扩展数据的实际 Parquet schema（基于已有数据）。""" + config = _store(request).get(config_id) + if not config: + raise HTTPException(404, f"配置 '{config_id}' 不存在") + + data_dir = _data_dir(request) + glob = _parquet_glob(config, data_dir) + + try: + import duckdb + rows = duckdb.query( + f"SELECT column_name, data_type FROM (DESCRIBE SELECT * FROM read_parquet('{glob}', union_by_name=true))" + ).fetchall() + return {"columns": [{"name": r[0], "type": r[1]} for r in rows]} + except Exception: + # 无数据时返回配置中定义的字段 + return {"columns": [f.to_dict() for f in config.fields]} + + +@router.get("/schema-all") +def discover_all_schemas(request: Request): + """发现所有扩展表的 schema（用于前端动态列选择）。""" + configs = _store(request).load_all() + result = [] + for config in configs: + data_dir = _data_dir(request) + glob = _parquet_glob(config, data_dir) + + try: + import duckdb + cols = duckdb.query( + f"SELECT column_name, data_type FROM (DESCRIBE SELECT * FROM read_parquet('{glob}', union_by_name=true))" + ).fetchall() + field_labels = {f.name: f.label for f in config.fields} + columns = [{"name": r[0], "type": r[1], "label": field_labels.get(r[0], r[0])} for r in cols] + except Exception: + columns = [f.to_dict() for f in config.fields] + + result.append({ + "id": config.id, + "label": config.label, + "mode": config.mode, + "columns": columns, + }) + return {"items": result} + + +# --------------------------------------------------------------------------- +# 视图刷新 +# --------------------------------------------------------------------------- + +def _refresh_views(request: Request) -> None: + """重新注册 DuckDB 视图以包含新的扩展数据。""" + repo = request.app.state.repo + db = repo.store.db + d = repo.store.data_dir.as_posix() + + # 注册旧路径视图（兼容） + for name, subdir in [("instruments_ext", "instruments_ext"), ("kline_ext", "kline_ext")]: + old_glob = f"{d}/{subdir}/**/*.parquet" + old_dir = Path(d) / subdir + if old_dir.exists(): + sql = ( + f"CREATE OR REPLACE VIEW {name} AS " + f"SELECT * FROM read_parquet('{old_glob}', union_by_name=true)" + ) + try: + db.execute(sql) + except Exception: + pass + + # 注册新路径视图：每个扩展表一个视图 ext_{config_id} + ext_base = Path(d) / "ext_data" + if ext_base.exists(): + for cfg_dir in ext_base.iterdir(): + if not cfg_dir.is_dir(): + continue + cp = cfg_dir / "config.json" + if not cp.exists(): + continue + try: + raw = json.loads(cp.read_text(encoding="utf-8")) + cfg_id = raw["id"] + # 检查是否有数据文件（snapshot: part.parquet, timeseries: timeseries/ 目录） + has_data = (cfg_dir / "part.parquet").exists() or (cfg_dir / "timeseries").exists() + if has_data: + view_name = f"ext_{cfg_id}" + # snapshot: part.parquet 在 cfg_dir/ 根下; timeseries: 在 timeseries/ 子目录 + mode = raw.get("mode", "snapshot") + if mode == "snapshot": + glob_pattern = f"{cfg_dir.as_posix()}/*.parquet" + else: + glob_pattern = f"{cfg_dir.as_posix()}/timeseries/**/*.parquet" + sql = ( + f"CREATE OR REPLACE VIEW {view_name} AS " + f"SELECT * FROM read_parquet('{glob_pattern}', union_by_name=true)" + ) + db.execute(sql) + except Exception: + pass diff --git a/backend/app/api/financials.py b/backend/app/api/financials.py new file mode 100644 index 0000000..f642b6c --- /dev/null +++ b/backend/app/api/financials.py @@ -0,0 +1,120 @@ +"""财务数据 API — 独立路由, Cap.FINANCIAL 门控。""" +from __future__ import annotations + +import logging + +import polars as pl +from fastapi import APIRouter, HTTPException, Request + +from app.services.financial_sync import get_financial_df +from app.tickflow.capabilities import Cap + +logger = logging.getLogger(__name__) + +router = APIRouter(prefix="/api/financials", tags=["financials"]) + + +@router.get("/status") +def financial_status(request: Request): + """返回各财务表的同步状态。无需 FINANCIAL 权限（前端根据 available 决定是否展示）。""" + capset = request.app.state.capabilities + if not capset.has(Cap.FINANCIAL): + return {"available": False, "tables": {}} + + data_dir = request.app.state.repo.store.data_dir + tables = {} + + for table in ("metrics", "income", "balance_sheet", "cash_flow"): + path = data_dir / "financials" / table / "part.parquet" + if path.exists(): + try: + df = pl.read_parquet(path, columns=["symbol"]) + tables[table] = { + "rows": len(df), + "symbols": df["symbol"].n_unique() if not df.is_empty() else 0, + } + except Exception: + tables[table] = {"rows": 0, "symbols": 0} + else: + tables[table] = {"rows": 0, "symbols": 0} + + fs = getattr(request.app.state, "financial_scheduler", None) + last_sync = fs.last_sync if fs else {} + + return {"available": True, "tables": tables, "last_sync": last_sync} + + +@router.get("/metrics") +def get_metrics(request: Request, symbol: str | None = None): + """查询核心财务指标。""" + capset = request.app.state.capabilities + capset.require(Cap.FINANCIAL) + + df = get_financial_df(request.app.state.repo.store.data_dir, "metrics") + if df.is_empty(): + return {"data": []} + if symbol: + df = df.filter(pl.col("symbol") == symbol) + return {"data": df.to_dicts()} + + +@router.get("/income") +def get_income(request: Request, symbol: str | None = None): + """查询利润表。""" + capset = request.app.state.capabilities + capset.require(Cap.FINANCIAL) + + df = get_financial_df(request.app.state.repo.store.data_dir, "income") + if df.is_empty(): + return {"data": []} + if symbol: + df = df.filter(pl.col("symbol") == symbol) + return {"data": df.to_dicts()} + + +@router.get("/balance-sheet") +def get_balance_sheet(request: Request, symbol: str | None = None): + """查询资产负债表。""" + capset = request.app.state.capabilities + capset.require(Cap.FINANCIAL) + + df = get_financial_df(request.app.state.repo.store.data_dir, "balance_sheet") + if df.is_empty(): + return {"data": []} + if symbol: + df = df.filter(pl.col("symbol") == symbol) + return {"data": df.to_dicts()} + + +@router.get("/cash-flow") +def get_cash_flow(request: Request, symbol: str | None = None): + """查询现金流量表。""" + capset = request.app.state.capabilities + capset.require(Cap.FINANCIAL) + + df = get_financial_df(request.app.state.repo.store.data_dir, "cash_flow") + if df.is_empty(): + return {"data": []} + if symbol: + df = df.filter(pl.col("symbol") == symbol) + return {"data": df.to_dicts()} + + +@router.post("/sync/{table}") +def sync_table(request: Request, table: str): + """手动触发同步。table: metrics / income / balance_sheet / cash_flow / all""" + capset = request.app.state.capabilities + capset.require(Cap.FINANCIAL) + + valid_tables = {"metrics", "income", "balance_sheet", "cash_flow", "all"} + if table not in valid_tables: + raise HTTPException(400, f"invalid table: {table}, expected one of {valid_tables}") + + fs = getattr(request.app.state, "financial_scheduler", None) + if not fs: + return {"status": "error", "message": "FinancialScheduler not available"} + + target = None if table == "all" else table + result = fs.run_now(target) + + return {"status": "ok", "synced": result} diff --git a/backend/app/api/indices.py b/backend/app/api/indices.py new file mode 100644 index 0000000..e78c2a2 --- /dev/null +++ b/backend/app/api/indices.py @@ -0,0 +1,149 @@ +"""指数 API。""" +from __future__ import annotations + +import logging +from datetime import date, datetime, timedelta +from typing import Optional + +import polars as pl +from fastapi import APIRouter, HTTPException, Query, Request + +from app.indicators.pipeline import compute_enriched +from app.services import index_sync, kline_sync +from app.tickflow.capabilities import Cap + +logger = logging.getLogger(__name__) + +router = APIRouter(prefix="/api/index", tags=["index"]) + + +def _index_info(repo, symbol: str) -> dict: + df = repo.get_index_instruments() + if df.is_empty() or "symbol" not in df.columns: + return {} + hit = df.filter(pl.col("symbol") == symbol).head(1) + if hit.is_empty(): + return {} + return hit.to_dicts()[0] + + +@router.get("/list") +def list_indices(request: Request): + """返回已缓存的 CN_Index 指数列表。""" + repo = request.app.state.repo + df = repo.get_index_instruments() + if df.is_empty(): + return {"results": [], "count": 0} + cols = [c for c in ["symbol", "name", "code", "asset_type"] if c in df.columns] + rows = df.select(cols).sort("symbol").to_dicts() + return {"results": rows, "count": len(rows)} + + +@router.get("/search") +def search_indices( + request: Request, + q: str = Query("", min_length=0, max_length=50, description="搜索关键词"), + limit: int = Query(20, ge=1, le=100), +): + """模糊搜索指数。""" + repo = request.app.state.repo + df = repo.get_index_instruments() + if df.is_empty(): + return {"results": []} + if not q.strip(): + rows = df.head(limit).to_dicts() + return {"results": rows} + + keyword = q.strip().upper() + masks = [] + if "code" in df.columns: + masks.append(pl.col("code").cast(pl.Utf8).str.contains(keyword, literal=True)) + masks.append(pl.col("symbol").cast(pl.Utf8).str.to_uppercase().str.contains(keyword, literal=True)) + if "name" in df.columns: + masks.append(pl.col("name").cast(pl.Utf8).str.contains(q.strip(), literal=True)) + + mask = masks[0] + for m in masks[1:]: + mask = mask | m + rows = df.filter(mask).head(limit).to_dicts() + return {"results": rows} + + +@router.get("/daily") +def get_index_daily( + request: Request, + symbol: str = Query(..., description="指数代码, 如 000001.SH"), + days: int = Query(120, ge=10, le=2000), + start_date: Optional[str] = Query(None, description="起始日期 YYYY-MM-DD, 优先于 days"), + end_date: Optional[str] = Query(None, description="截止日期 YYYY-MM-DD, 默认今天"), +): + """读取指数日 K。指数数据使用独立 kline_index_* parquet。""" + repo = request.app.state.repo + end = date.fromisoformat(end_date) if end_date else date.today() + start = date.fromisoformat(start_date) if start_date else end - timedelta(days=days) + info = _index_info(repo, symbol) + + df = repo.get_index_daily(symbol, start, end) + if not df.is_empty(): + return {"symbol": symbol, "name": info.get("name"), "index_info": info, "rows": df.to_dicts(), "source": "index_enriched"} + + capset = request.app.state.capabilities + if not capset.has(Cap.KLINE_DAILY_BATCH): + return {"symbol": symbol, "name": info.get("name"), "index_info": info, "rows": [], "source": "none"} + + try: + raw = kline_sync.sync_daily_batch([symbol], count=days + 150) + except Exception as e: # noqa: BLE001 + raise HTTPException(status_code=502, detail=f"TickFlow fetch failed: {e}") from e + if raw.is_empty(): + return {"symbol": symbol, "name": info.get("name"), "index_info": info, "rows": [], "source": "none"} + + enriched = compute_enriched(raw, factors=None, instruments=None) + rows = enriched.filter((pl.col("date") >= start) & (pl.col("date") <= end)).to_dicts() + return {"symbol": symbol, "name": info.get("name"), "index_info": info, "rows": rows, "source": "live"} + + +@router.get("/minute") +def get_index_minute( + request: Request, + symbol: str = Query(..., description="指数代码, 如 000001.SH"), + trade_date: date | None = Query(None, alias="date", description="交易日期, 默认今天"), +): + """实时读取指数分钟 K。不写入股票分钟 parquet。""" + repo = request.app.state.repo + info = _index_info(repo, symbol) + day = trade_date or date.today() + df = kline_sync.fetch_minute_single(symbol, day) + return { + "symbol": symbol, + "name": info.get("name"), + "index_info": info, + "date": str(day), + "rows": df.to_dicts(), + "source": "live" if not df.is_empty() else "none", + } + + +@router.post("/sync_instruments") +def sync_index_instruments(request: Request): + """同步 CN_Index 指数标的列表。""" + repo = request.app.state.repo + count = index_sync.sync_index_instruments(repo) + return {"status": "ok", "count": count} + + +@router.post("/sync_daily") +def sync_index_daily( + request: Request, + days: int = Query(365, ge=30, le=5000), +): + """同步指数日K到独立 parquet。""" + repo = request.app.state.repo + capset = request.app.state.capabilities + if not capset.has(Cap.KLINE_DAILY_BATCH): + raise HTTPException(status_code=403, detail="需要 Pro+ 权限 (batch K-line)") + end = datetime.now() + start = end - timedelta(days=days) + count = index_sync.sync_index_instruments(repo) + rows = index_sync.sync_and_persist_index_daily(repo, capset, start_date=start, end_date=end) + return {"status": "ok", "index_count": count, "rows_written": rows} diff --git a/backend/app/api/intraday.py b/backend/app/api/intraday.py new file mode 100644 index 0000000..988d476 --- /dev/null +++ b/backend/app/api/intraday.py @@ -0,0 +1,183 @@ +"""行情状态 / SSE 推送 API。 + +盘中选股相关端点已迁移至策略页面，此处仅保留全局行情基础设施。 +SSE 推送两种事件 (使用标准 SSE event 字段): + - quotes_updated: 行情数据刷新，前端 invalidate 对应 query + - strategy_alert: 策略监控/告警触发，前端弹通知 +""" +from __future__ import annotations + +import asyncio +import json +import time + +from fastapi import APIRouter, Query, Request +from sse_starlette.sse import EventSourceResponse + +router = APIRouter(prefix="/api/intraday", tags=["quotes"]) + + +def _get_quote_service(request: Request): + """获取全局 QuoteService。""" + return getattr(request.app.state, "quote_service", None) + + +def _fallback_index_quotes_from_daily(request: Request, symbols: list[str] | None = None) -> list[dict]: + """实时指数缓存为空时，从本地指数日 K 取最近收盘价作为兜底。""" + repo = getattr(request.app.state, "repo", None) + if not repo: + return [] + + params: list[str] = [] + symbol_filter = "" + if symbols: + placeholders = ", ".join("?" for _ in symbols) + symbol_filter = f"WHERE symbol IN ({placeholders})" + params.extend(symbols) + + try: + rows = repo.execute_all( + f""" + WITH ranked AS ( + SELECT symbol, date, close, + row_number() OVER (PARTITION BY symbol ORDER BY date DESC) AS rn + FROM kline_index_daily + {symbol_filter} + ), latest AS ( + SELECT symbol, + max(CASE WHEN rn = 1 THEN date END) AS date, + max(CASE WHEN rn = 1 THEN close END) AS last_price, + max(CASE WHEN rn = 2 THEN close END) AS prev_close + FROM ranked + WHERE rn <= 2 + GROUP BY symbol + ) + SELECT latest.symbol, latest.date, latest.last_price, latest.prev_close + FROM latest + ORDER BY latest.symbol + """, + params, + ) + except Exception: # noqa: BLE001 + return [] + + out: list[dict] = [] + for symbol, dt, last_price, prev_close in rows: + change_amount = None + change_pct = None + if last_price is not None and prev_close not in (None, 0): + change_amount = float(last_price) - float(prev_close) + change_pct = change_amount / float(prev_close) * 100 + out.append({ + "symbol": symbol, + "name": None, + "date": str(dt) if dt else None, + "last_price": float(last_price) if last_price is not None else None, + "close": float(last_price) if last_price is not None else None, + "prev_close": float(prev_close) if prev_close is not None else None, + "change_amount": change_amount, + "change_pct": change_pct, + "source": "index_daily", + }) + return out + + +@router.get("/status") +def status(request: Request): + """行情状态 (来自全局 QuoteService)。""" + qs = _get_quote_service(request) + if qs: + return qs.status() + return {"enabled": False, "running": False, "symbol_count": 0, "index_symbol_count": 0, + "quote_age_ms": None, "is_trading_hours": False, "last_fetch_ms": None} + + +@router.get("/indices") +def index_quotes( + request: Request, + symbols: str | None = Query(None, description="逗号分隔的指数 symbol 列表"), +): + """返回实时指数行情缓存，不触发 TickFlow 请求。""" + symbol_list = [s.strip() for s in symbols.split(",") if s.strip()] if symbols else None + qs = _get_quote_service(request) + if not qs: + rows = _fallback_index_quotes_from_daily(request, symbol_list) + return {"rows": rows, "count": len(rows), "source": "index_daily"} + df = qs.get_index_quotes(symbol_list) + rows = df.to_dicts() if not df.is_empty() else [] + if not rows: + rows = _fallback_index_quotes_from_daily(request, symbol_list) + return {"rows": rows, "count": len(rows), "source": "index_daily"} + return {"rows": rows, "count": len(rows), "source": "realtime"} + + +@router.get("/stream") +async def quote_stream(request: Request): + """SSE 端点: 行情更新 + 告警推送。 + + 使用 sse-starlette EventSourceResponse: + - 标准 SSE event 字段，前端按 event name 监听 + - 内置断线检测，客户端断开立即终止 generator + - 内置 ping 心跳，保持连接活跃 + """ + qs = _get_quote_service(request) + + async def event_generator(): + while True: + # 同时等待行情更新和告警 + update_task = asyncio.ensure_future( + asyncio.to_thread(qs.wait_for_update, timeout=5.0) if qs else asyncio.sleep(5) + ) + alert_task = asyncio.ensure_future( + asyncio.to_thread(qs.wait_for_alert, timeout=5.0) if qs else asyncio.sleep(5) + ) + + done, pending = await asyncio.wait( + [update_task, alert_task], + timeout=30.0, + return_when=asyncio.FIRST_COMPLETED, + ) + for t in pending: + t.cancel() + + # 先推送告警 (如果有) + if qs: + alerts = qs.pop_alerts() + if alerts: + for chunk_start in range(0, len(alerts), 20): + chunk = alerts[chunk_start:chunk_start + 20] + yield { + "event": "strategy_alert", + "data": json.dumps({ + "ts": int(time.time() * 1000), + "alerts": chunk, + }, ensure_ascii=False), + } + + # 推送行情更新 + update_result = None + for t in done: + try: + update_result = t.result() + except Exception: # noqa: BLE001 + pass + + if update_result: + yield { + "event": "quotes_updated", + "data": json.dumps({ + "ts": int(time.time() * 1000), + "symbol_count": qs._symbol_count if qs else 0, + }), + } + + return EventSourceResponse(event_generator()) + + +@router.post("/refresh") +def refresh_quotes(request: Request): + """手动刷新一次行情数据。""" + qs = _get_quote_service(request) + if qs: + return qs.refresh() + return {"error": "QuoteService not available"} diff --git a/backend/app/api/kline.py b/backend/app/api/kline.py new file mode 100644 index 0000000..14d9d36 --- /dev/null +++ b/backend/app/api/kline.py @@ -0,0 +1,716 @@ +"""K 线 / 同步 API。""" +from __future__ import annotations + +import logging +from datetime import date, timedelta +from typing import Optional + +from fastapi import APIRouter, HTTPException, Query, Request + +from app.indicators.pipeline import compute_enriched_single +from app.services import kline_sync + +logger = logging.getLogger(__name__) + +router = APIRouter(prefix="/api/kline", tags=["kline"]) + + +@router.get("/instruments/search") +def search_instruments( + request: Request, + q: str = Query("", min_length=0, max_length=50, description="搜索关键词"), + limit: int = Query(20, ge=1, le=50), +): + """模糊搜索标的 (代码 / 名称)。从内存 instruments 缓存中查。""" + repo = request.app.state.repo + df = repo.get_instruments() + if df.is_empty() or not q.strip(): + return {"results": []} + + keyword = q.strip().upper() + import polars as pl + + # code/symbol 前缀优先，再 name 包含匹配 + prefix_mask = ( + pl.col("code").str.starts_with(keyword) + | pl.col("symbol").str.to_uppercase().str.starts_with(keyword) + ) + contains_mask = ( + pl.col("code").str.contains(keyword, literal=True) + | pl.col("symbol").str.to_uppercase().str.contains(keyword, literal=True) + | pl.col("name").str.contains(keyword, literal=True) + ) + + # 前缀匹配优先，剩余名额用包含匹配补充 + prefix_hits = df.filter(prefix_mask).head(limit) + if prefix_hits.height >= limit: + matched = prefix_hits + else: + remaining = limit - prefix_hits.height + # 排除已匹配的 symbol + prefix_symbols = set(prefix_hits["symbol"].to_list()) if not prefix_hits.is_empty() else set() + contain_hits = df.filter(contains_mask & ~pl.col("symbol").is_in(prefix_symbols)).head(remaining) + matched = pl.concat([prefix_hits, contain_hits]) if not prefix_hits.is_empty() else contain_hits + rows = matched.select(["symbol", "name", "code"]).to_dicts() + return {"results": rows} + + +def _get_stock_info(repo, symbol: str) -> dict: + """从 instruments 视图查标的名称 + 股本。""" + try: + row = repo.execute_one( + "SELECT name, total_shares, float_shares FROM instruments WHERE symbol = ? LIMIT 1", + [symbol], + ) + except Exception: # noqa: BLE001 + return {} + if not row: + return {} + return { + "name": row[0], + "total_shares": row[1], + "float_shares": row[2], + } + + +@router.get("/daily") +def get_daily( + request: Request, + symbol: str = Query(..., description="标的代码,如 000001.SZ"), + days: int = Query(120, ge=10, le=2000), + start_date: Optional[str] = Query(None, description="起始日期 YYYY-MM-DD, 优先于 days"), + end_date: Optional[str] = Query(None, description="截止日期 YYYY-MM-DD, 默认今天"), +): + """读取本地 enriched 表中某只股票的日 K。 + + - 若 QuoteService 有实时行情, 追加/覆盖今日实时蜡烛 + - Free 用户: 若 enriched 表里没有该股票, 实时拉取 + 本地算 enriched 返回 + """ + import polars as pl + + repo = request.app.state.repo + end = date.fromisoformat(end_date) if end_date else date.today() + if start_date: + start = date.fromisoformat(start_date) + else: + start = end - timedelta(days=days) + + stock_info = _get_stock_info(repo, symbol) + stock_name = stock_info.get("name") + + # 从 enriched 表读取 (已含前复权 OHLCV + 技术指标 + 信号) + df = repo.get_daily(symbol, start, end) + + if df.is_empty(): + try: + raw = kline_sync.sync_daily_batch([symbol], count=days + 30) + except Exception as e: + raise HTTPException(status_code=502, detail=f"TickFlow fetch failed: {e}") from e + if raw.is_empty(): + return {"symbol": symbol, "name": stock_name, "stock_info": stock_info, "rows": []} + enriched = compute_enriched_single(raw) + rows = enriched.tail(days).to_dicts() + # 即使 live 模式也尝试追加实时蜡烛 + rows = _maybe_inject_live_candle(request, symbol, rows) + return {"symbol": symbol, "name": stock_name, "stock_info": stock_info, "rows": rows, "source": "live"} + + rows = df.to_dicts() + + # 追加/覆盖今日实时蜡烛 + rows = _maybe_inject_live_candle(request, symbol, rows) + + return {"symbol": symbol, "name": stock_name, "stock_info": stock_info, "rows": rows, "source": "enriched"} + + +def _maybe_inject_live_candle(request: Request, symbol: str, rows: list[dict]) -> list[dict]: + """如果 QuoteService 有实时 enriched 数据, 用实时数据生成今日蜡烛并追加/覆盖。""" + qs = getattr(request.app.state, "quote_service", None) + if not qs: + return rows + + df_today, enriched_date = qs.get_enriched_today() + if df_today.is_empty(): + return rows + + # 非交易日（周末/假日）缓存的行情日期 != 今天，跳过注入避免产生重复蜡烛 + if not enriched_date or enriched_date != date.today(): + return rows + + # 查找该 symbol 的实时 enriched 行 + import polars as pl + try: + q = df_today.filter(pl.col("symbol") == symbol).to_dicts() + if not q: + return rows + q = q[0] + except Exception: # noqa: BLE001 + return rows + + close_price = q.get("close") + if not close_price or close_price <= 0: + return rows + + today_str = str(enriched_date) + + # enriched 行已包含 OHLCV + 全套指标, 直接用它 + # 修复: API 在非交易时段可能返回 open/high/low=0, 用 close 填充避免异常蜡烛 + raw_open = q.get("open") + raw_high = q.get("high") + raw_low = q.get("low") + live_row: dict = { + "date": today_str, + "symbol": symbol, + "open": raw_open if raw_open and raw_open > 0 else close_price, + "high": raw_high if raw_high and raw_high > 0 else close_price, + "low": raw_low if raw_low and raw_low > 0 else close_price, + "close": close_price, + "volume": q.get("volume"), + "amount": q.get("amount"), + "change_pct": q.get("change_pct"), + "is_live": True, + } + # 补上 enriched 的技术指标字段 + for key in ("ma5", "ma10", "ma20", "ma30", "ma60", + "macd_dif", "macd_dea", "macd_hist", + "kdj_k", "kdj_d", "kdj_j", + "boll_upper", "boll_lower", + "rsi_6", "rsi_14", "rsi_24", + "atr_14", "vol_ratio_5d"): + if key in q and q[key] is not None: + live_row[key] = q[key] + + # 如果已有今天的 enriched 行, 覆盖; 否则追加 + found = False + for i, r in enumerate(rows): + if str(r.get("date")) == today_str: + r.update(live_row) + found = True + break + + if not found: + rows.append(live_row) + + return rows + + +class DailyBatchRequest: + """批量日K请求。""" + symbols: list[str] + days: int = 12 + + +@router.post("/daily-batch") +def get_daily_batch(request: Request, body: dict): + """批量获取多只股票最近 N 天日K (OHLCV)。 + + 用于自选列表迷你蜡烛图等场景，只返回基础列，不返回全部 enriched 指标。 + """ + symbols = body.get("symbols", []) + days = body.get("days", 12) + if not symbols: + return {"data": {}} + days = max(5, min(60, days)) + + repo = request.app.state.repo + import polars as pl + from datetime import date, timedelta + + end = date.today() + start = end - timedelta(days=days * 2) # 多取一些确保交易日够 + + cols = ["symbol", "date", "open", "high", "low", "close", "volume"] + df = repo.get_daily_batch(symbols, start, end, columns=cols) + + if df.is_empty(): + return {"data": {}} + + # 按 symbol 分组, 每只取最近 N 条 + result: dict[str, list[dict]] = {} + for sym in symbols: + sub = df.filter(pl.col("symbol") == sym).sort("date").tail(days) + if not sub.is_empty(): + result[sym] = sub.to_dicts() + + return {"data": result} + + +@router.get("/minute") +def get_minute( + request: Request, + symbol: str = Query(..., description="标的代码"), + trade_date: date | None = Query(None, alias="date", description="交易日期, 默认最新"), +): + """读取某只股票某天的分钟 K 线。 + + - 本地有完整数据(240条) → 直接返回 + - 本地无数据或不完整 → 从 TickFlow 实时拉取返回（不写入） + """ + repo = request.app.state.repo + stock_info = _get_stock_info(repo, symbol) + stock_name = stock_info.get("name") + + if trade_date is None: + trade_date = repo.latest_minute_date(symbol) + if trade_date is None: + # 本地无任何分钟K，尝试从 TickFlow 拉取当天 + trade_date = date.today() + df = kline_sync.fetch_minute_single(symbol, trade_date) + return { + "symbol": symbol, "name": stock_name, "stock_info": stock_info, + "date": str(trade_date), "rows": df.to_dicts(), "source": "live", + } + + df = repo.get_minute(symbol, trade_date) + + # 完整交易日应有 240 条分钟K；如果是今天(盘中)，期望条数按已交易分钟估算 + expected = 240 + today = date.today() + if trade_date == today: + from datetime import datetime as _dt + now = _dt.now() + h, m = now.hour, now.minute + if h < 9 or (h == 9 and m < 30): + expected = 0 # 还没开盘 + elif h < 12 or (h == 12 and m == 0): + expected = (h - 9) * 60 + m - 30 # 9:30 起 + elif h < 13: + expected = 120 # 午休 + elif h < 15: + expected = 120 + (h - 13) * 60 + m + else: + expected = 240 + + is_complete = not df.is_empty() and len(df) >= expected * 0.9 # 允许 10% 容差 + + if is_complete: + return { + "symbol": symbol, "name": stock_name, "stock_info": stock_info, + "date": str(trade_date), "rows": df.to_dicts(), "source": "local", + } + + # 本地不完整或无数据 → 从 TickFlow 实时拉取 + live_df = kline_sync.fetch_minute_single(symbol, trade_date) + return { + "symbol": symbol, "name": stock_name, "stock_info": stock_info, + "date": str(trade_date), "rows": live_df.to_dicts(), + "source": "live" if not live_df.is_empty() else "none", + } + + +@router.post("/sync") +def sync_symbol( + request: Request, + symbol: str = Query(...), + days: int = Query(250, ge=10, le=2000), +): + """手动触发单股同步(Free 用户在 K 线页用)。""" + repo = request.app.state.repo + capset = request.app.state.capabilities + n = kline_sync.sync_and_persist_daily_batch([symbol], repo, capset, count=days) + return {"symbol": symbol, "rows_written": n} + + +@router.post("/sync_batch") +def sync_batch( + request: Request, + symbols: list[str], + days: int = Query(250, ge=10, le=2000), +): + repo = request.app.state.repo + capset = request.app.state.capabilities + n = kline_sync.sync_and_persist_daily_batch(symbols, repo, capset, count=days) + return {"symbols": symbols, "rows_written": n} + + +@router.post("/refresh_views") +def refresh_views(request: Request): + """刷新所有 DuckDB 视图(解决视图状态不一致问题)。""" + from app.jobs.daily_pipeline import _refresh_views + repo = request.app.state.repo + _refresh_views(repo) + return {"status": "ok"} + + +@router.post("/sync_minute") +async def sync_minute(request: Request): + """手动触发分钟 K 同步(全市场)。返回 pipeline job_id 可轮询进度。""" + import asyncio + + from app.services.pipeline_jobs import job_store + from app.api.data import invalidate_storage_cache + from app.services.preferences import get_minute_sync_days + from app.tickflow.capabilities import Cap + from app.tickflow.pools import get_pool + + repo = request.app.state.repo + capset = request.app.state.capabilities + + if not capset.has(Cap.KLINE_MINUTE_BATCH): + raise HTTPException(status_code=403, detail="需要 Pro+ 权限") + + job_id = job_store.create() + existing = job_store.get(job_id) + if existing and existing["status"] == "running": + return {"status": "reused", "job_id": job_id} + + async def task() -> None: + job_store.start(job_id) + loop = asyncio.get_event_loop() + + def progress(stage: str, pct: int, msg: str) -> None: + job_store.progress(job_id, stage, pct, msg) + + try: + progress("sync_minute", 5, "解析标的池…") + universe = sorted(set(get_pool("watchlist")) | set(get_pool("CN_Equity_A"))) + # 补充 instruments 全量标的，覆盖北交所、新股等 + inst_path = repo.store.data_dir / "instruments" / "instruments.parquet" + if inst_path.exists(): + try: + import polars as pl + inst = pl.read_parquet(inst_path, columns=["symbol"]) + universe = sorted(set(universe) | set(inst["symbol"].to_list())) + except Exception: # noqa: BLE001 + pass + progress("sync_minute", 10, f"标的池 {len(universe)} 只") + + days = get_minute_sync_days() + + def _run(): + return kline_sync.sync_and_persist_minute(universe, repo, capset, days=days) + + written = await loop.run_in_executor(_long_task_executor, _run) + + # 刷新视图 + from app.jobs.daily_pipeline import _refresh_single_view + _refresh_single_view(repo, "kline_minute") + + progress("done", 100, f"分钟 K 同步完成,{written} 行") + job_store.succeed(job_id, {"minute_rows": written, "universe_size": len(universe)}) + invalidate_storage_cache() + except Exception as e: # noqa: BLE001 + job_store.fail(job_id, str(e)) + invalidate_storage_cache() + + asyncio.create_task(task()) + return {"status": "started", "job_id": job_id} + + +@router.post("/extend_history") +async def extend_history(request: Request): + """向前扩展历史日K数据 — 独立于盘后管道。 + + body: { "value": int, "unit": "day"|"month"|"year" } + 返回 job_id,可轮询 /api/pipeline/jobs 查看进度。 + """ + import asyncio + import traceback as _tb + try: + body = await request.json() + value = body.get("value") + unit = body.get("unit", "month") + if not value or value <= 0: + raise HTTPException(status_code=400, detail="value 必须为正整数") + if unit not in ("day", "month", "year"): + raise HTTPException(status_code=400, detail="unit 只支持 day/month/year") + + repo = request.app.state.repo + capset = request.app.state.capabilities + + from app.tickflow.capabilities import Cap + if not capset.has(Cap.KLINE_DAILY_BATCH): + raise HTTPException(status_code=403, detail="需要 Pro+ 权限 (batch K-line)") + + from app.services.extend_history import run_extend_history + from app.services.pipeline_jobs import job_store + from app.api.data import invalidate_storage_cache + + job_id = job_store.create() + existing = job_store.get(job_id) + if existing and existing["status"] == "running": + return {"status": "reused", "job_id": job_id} + + async def task() -> None: + job_store.start(job_id) + loop = asyncio.get_event_loop() + + def progress(stage: str, pct: int, msg: str, + stage_pct: int | None = None, skip_log: bool = False) -> None: + job_store.progress(job_id, stage, pct, msg, + stage_pct=stage_pct, skip_log=skip_log) + + try: + result = await loop.run_in_executor( + _long_task_executor, + lambda: run_extend_history(repo, capset, value, unit, on_progress=progress), + ) + if "error" in result: + job_store.fail(job_id, result["error"]) + else: + job_store.succeed(job_id, result) + invalidate_storage_cache() + except Exception as e: + logger.exception("extend_history failed: job_id=%s", job_id) + job_store.fail(job_id, str(e)) + invalidate_storage_cache() + + asyncio.create_task(task()) + return {"status": "started", "job_id": job_id} + except HTTPException: + raise + except Exception as e: + logger.error("extend_history error: %s\n%s", e, _tb.format_exc()) + raise HTTPException(status_code=500, detail=str(e)) from e + + +@router.post("/rebuild_enriched") +async def rebuild_enriched(request: Request): + """全量重算 enriched 表 — 不获取任何数据,仅基于已有 kline_daily + adj_factor 重算复权+指标。 + + 返回 job_id,可轮询 /api/pipeline/jobs 查看进度。 + """ + import asyncio + try: + repo = request.app.state.repo + + from app.services.pipeline_jobs import job_store + from app.api.data import invalidate_storage_cache + + job_id = job_store.create() + existing = job_store.get(job_id) + if existing and existing["status"] == "running": + return {"status": "reused", "job_id": job_id} + + async def task() -> None: + job_store.start(job_id) + loop = asyncio.get_event_loop() + + def progress(stage: str, pct: int, msg: str, + stage_pct: int | None = None, skip_log: bool = False) -> None: + job_store.progress(job_id, stage, pct, msg, + stage_pct=stage_pct, skip_log=skip_log) + + try: + progress("rebuild_enriched", 10, "全量计算 enriched…") + from app.indicators.pipeline import run_pipeline + + def _batch_progress(cur: int, tot: int) -> None: + pct = 10 + int(85 * cur / tot) + progress("rebuild_enriched", pct, + f"计算指标 批次 {cur}/{tot}", + stage_pct=int(100 * cur / tot), skip_log=True) + + written = await loop.run_in_executor( + _long_task_executor, + lambda: run_pipeline(on_batch_done=_batch_progress), + ) + + enriched_dir = repo.store.data_dir / "kline_daily_enriched" + enriched_days = len(list(enriched_dir.glob("date=*"))) if enriched_dir.exists() else 0 + + # 刷新视图 + d = repo.store.data_dir.as_posix() + for view_name, glob in [ + ("kline_enriched", f"{d}/kline_daily_enriched/**/*.parquet"), + ]: + try: + repo.db.execute( + f"CREATE OR REPLACE VIEW {view_name} AS " + f"SELECT * FROM read_parquet('{glob}', union_by_name=true)" + ) + except Exception: + pass + + progress("rebuild_enriched", 100, f"完成,覆盖 {enriched_days} 天") + job_store.succeed(job_id, { + "enriched_days": enriched_days, + "enriched_rows": written, + }) + invalidate_storage_cache() + except Exception as e: + logger.exception("rebuild_enriched failed: job_id=%s", job_id) + job_store.fail(job_id, str(e)) + invalidate_storage_cache() + + asyncio.create_task(task()) + return {"status": "started", "job_id": job_id} + except Exception as e: + import traceback as _tb + logger.error("rebuild_enriched error: %s\n%s", e, _tb.format_exc()) + raise HTTPException(status_code=500, detail=str(e)) from e + + +# 长时间任务专用线程池（隔离于 FastAPI 默认线程池，防止阻塞请求处理） +import concurrent.futures as _cf +_long_task_executor = _cf.ThreadPoolExecutor(max_workers=2, thread_name_prefix="long-task") + + +@router.post("/extend_minute_history") +async def extend_minute_history(request: Request): + """向前扩展分钟K历史数据 — 仅拉数据,不做任何后续处理。 + + body: { "value": int, "unit": "day"|"month" } + 最大 15 天。返回 job_id,可轮询 /api/pipeline/jobs 查看进度。 + """ + import asyncio + import traceback as _tb + try: + body = await request.json() + value = body.get("value") + unit = body.get("unit", "day") + if not value or value <= 0: + raise HTTPException(status_code=400, detail="value 必须为正整数") + if unit not in ("day", "month"): + raise HTTPException(status_code=400, detail="unit 只支持 day/month") + + repo = request.app.state.repo + capset = request.app.state.capabilities + + from app.tickflow.capabilities import Cap + if not capset.has(Cap.KLINE_MINUTE_BATCH): + raise HTTPException(status_code=403, detail="需要 Pro+ 权限 (batch minute K-line)") + + # 计算天数,上限 15 + from datetime import timedelta + if unit == "month": + total_days = min(value * 30, 15) + else: + total_days = min(value, 15) + + if total_days <= 0: + raise HTTPException(status_code=400, detail="扩展范围无效") + + from app.services.pipeline_jobs import job_store + from app.api.data import invalidate_storage_cache + + job_id = job_store.create() + existing = job_store.get(job_id) + if existing and existing["status"] == "running": + return {"status": "reused", "job_id": job_id} + + async def task() -> None: + job_store.start(job_id) + loop = asyncio.get_event_loop() + + def progress(stage: str, pct: int, msg: str, + stage_pct: int | None = None, skip_log: bool = False) -> None: + job_store.progress(job_id, stage, pct, msg, + stage_pct=stage_pct, skip_log=skip_log) + + try: + # 获取当前最早日期 + earliest = repo.earliest_minute_date() + if not earliest: + # 本地无分钟K数据 → 以今天为基准往前获取 + from datetime import date as _date + latest = _date.today() + else: + latest = earliest + + new_start = latest - timedelta(days=total_days) + if new_start >= latest: + job_store.fail(job_id, "扩展范围无效") + invalidate_storage_cache() + return + + start_str = new_start.strftime("%Y-%m-%d") + end_str = latest.strftime("%Y-%m-%d") + + progress("extend_minute", 5, "解析标的池…") + universe = _resolve_minute_universe(capset, repo) + progress("extend_minute", 8, f"标的池: {len(universe)} 只") + + from app.tickflow.capabilities import Cap + + lim = capset.limits(Cap.KLINE_MINUTE_BATCH) + batch_size = lim.batch if lim and lim.batch else 100 + rpm = lim.rpm if lim else 30 + + def _run(): + """全部在 executor 线程里完成,避免阻塞事件循环。""" + from app.services.kline_sync import sync_minute_batch + from datetime import datetime as _dt + + def _chunk(cur: int, tot: int) -> None: + progress("extend_minute", 8 + int(85 * cur / tot), + f"分钟K 批次 {cur}/{tot}", stage_pct=int(100 * cur / tot), skip_log=True) + + df = sync_minute_batch( + universe, + start_time=_dt.combine(new_start, _dt.min.time()), + end_time=_dt.combine(latest, _dt.min.time()), + batch_size=batch_size, rpm=rpm, + on_chunk_done=_chunk, + ) + + written = 0 + day_count = 0 + if not df.is_empty(): + import polars as pl + df = df.with_columns(pl.col("datetime").dt.date().alias("_trade_date")) + for day_df in df.partition_by("_trade_date"): + trade_date = day_df["_trade_date"][0] + out = repo.store.data_dir / "kline_minute" / f"date={trade_date}" / "part.parquet" + out.parent.mkdir(parents=True, exist_ok=True) + if out.exists(): + existing_df = pl.read_parquet(out) + if "datetime" in existing_df.columns: + existing_df = existing_df.filter(pl.col("datetime").is_not_null()) + day_df = pl.concat([existing_df, day_df.drop("_trade_date")]).unique( + subset=["symbol", "datetime"], keep="last", + ) + else: + day_df = day_df.drop("_trade_date") + day_df = day_df.sort("symbol", "datetime") + day_df.write_parquet(out) + written += day_df.height + day_count += 1 + + # 刷新视图 + d = repo.store.data_dir.as_posix() + try: + repo.db.execute( + f"CREATE OR REPLACE VIEW kline_minute AS " + f"SELECT * FROM read_parquet('{d}/kline_minute/**/*.parquet', union_by_name=true)" + ) + except Exception: + pass + return written, day_count + + progress("extend_minute", 10, f"获取分钟K [{start_str} ~ {end_str}]…") + written, day_count = await loop.run_in_executor(_long_task_executor, _run) + + progress("extend_minute", 95, f"分钟K 完成,{day_count} 天") + job_store.succeed(job_id, { + "minute_days": day_count, + "universe_size": len(universe), + "earliest_before": (earliest or latest).isoformat(), + "earliest_after": new_start.isoformat(), + }) + invalidate_storage_cache() + except Exception as e: + logger.exception("extend_minute_history failed: job_id=%s", job_id) + job_store.fail(job_id, str(e)) + invalidate_storage_cache() + + asyncio.create_task(task()) + return {"status": "started", "job_id": job_id} + except HTTPException: + raise + except Exception as e: + logger.error("extend_minute_history error: %s\n%s", e, _tb.format_exc()) + raise HTTPException(status_code=500, detail=str(e)) from e + + +def _resolve_minute_universe(capset, repo) -> list[str]: + """分钟K标的池解析。""" + from app.tickflow.capabilities import Cap + if capset.has(Cap.KLINE_MINUTE_BATCH): + try: + from app.tickflow.pools import get_pool + all_a = get_pool("CN_Equity_A", refresh=True) + if all_a: + return sorted(all_a) + except Exception: + pass + return [] diff --git a/backend/app/api/overview.py b/backend/app/api/overview.py new file mode 100644 index 0000000..abb47b4 --- /dev/null +++ b/backend/app/api/overview.py @@ -0,0 +1,540 @@ +"""市场总览聚合 API。""" +from __future__ import annotations + +import math +import re +import time +from datetime import date +from typing import Any + +import polars as pl +from fastapi import APIRouter, Request + +from app.services.ext_data import ExtConfig, ExtConfigStore +from app.services.screener import ScreenerService + +router = APIRouter(prefix="/api/overview", tags=["overview"]) + +_CACHE_TTL = 5.0 +_cache: dict[str, Any] | None = None +_cache_key: str | None = None +_cache_ts: float = 0.0 + +CORE_INDEX_NAMES = { + "000001.SH": "上证指数", + "399001.SZ": "深证成指", + "399006.SZ": "创业板指", + "000680.SH": "科创综指", +} +CORE_INDEX_SYMBOLS = tuple(CORE_INDEX_NAMES.keys()) + +_DIMENSION_SEP = re.compile(r"[、,，;；|/\s]+") + + +def _dimension_field(config: ExtConfig, kind: str) -> str | None: + candidates = ["概念", "concept", "theme"] if kind == "concept" else ["行业", "industry", "sector"] + for candidate in candidates: + needle = candidate.lower() + for field in config.fields: + haystack = f"{field.name} {field.label}".lower() + if needle in haystack: + return field.name + return None + + +def _ext_files(data_dir, config: ExtConfig) -> list[str]: + base = data_dir / "ext_data" / config.id + if config.mode == "timeseries": + root = base / "timeseries" + return [str(p) for p in sorted(root.rglob("*.parquet")) if p.is_file()] + return [str(p) for p in sorted(base.glob("*.parquet")) if p.is_file()] + + +def _read_ext_rows(data_dir, config: ExtConfig, dimension_field: str) -> list[dict]: + files = _ext_files(data_dir, config) + if not files: + return [] + try: + df = pl.read_parquet(files, hive_partitioning=True) + except TypeError: + try: + df = pl.read_parquet(files) + except Exception: # noqa: BLE001 + return [] + except Exception: # noqa: BLE001 + return [] + if df.is_empty() or dimension_field not in df.columns: + return [] + + if config.mode == "timeseries" and "date" in df.columns: + latest = df.get_column("date").max() + if latest is not None: + df = df.filter(pl.col("date") == latest) + + symbol_cols = ["symbol", "code", "股票代码", "代码"] + for mapping in (config.symbol_map, config.code_map): + if isinstance(mapping, dict) and mapping.get("type") == "mapped" and mapping.get("col"): + symbol_cols.append(str(mapping["col"])) + cols = [] + for col in [dimension_field, *symbol_cols]: + if col in df.columns and col not in cols: + cols.append(col) + return df.select(cols).to_dicts() + + +def _dimension_values(raw: Any) -> list[str]: + if raw is None: + return [] + values = [v.strip() for v in _DIMENSION_SEP.split(str(raw).strip()) if v.strip()] + return values + + +def _symbol_keys(row: dict, config: ExtConfig) -> list[str]: + fields = ["symbol", "code", "股票代码", "代码"] + for mapping in (config.symbol_map, config.code_map): + if isinstance(mapping, dict) and mapping.get("type") == "mapped" and mapping.get("col"): + fields.append(str(mapping["col"])) + + keys: list[str] = [] + for field in fields: + raw = row.get(field) + if raw is None: + continue + text = str(raw).strip().upper() + if not text: + continue + keys.append(text) + if "." in text: + keys.append(text.split(".", 1)[0]) + return keys + + +def _dimension_rank(rows: list[dict], request: Request, kind: str, limit: int = 5, level: int | None = None) -> dict: + if not rows: + return {"leading": [], "lagging": []} + + quote_map: dict[str, dict] = {} + for row in rows: + symbol = str(row.get("symbol") or "").strip().upper() + if not symbol: + continue + quote_map[symbol] = row + quote_map[symbol.split(".", 1)[0]] = row + + store = ExtConfigStore(request.app.state.repo.store.data_dir) + groups: dict[str, dict[str, dict]] = {} + for config in store.load_all(): + field = _dimension_field(config, kind) + if not field: + continue + for ext_row in _read_ext_rows(request.app.state.repo.store.data_dir, config, field): + quote = None + for key in _symbol_keys(ext_row, config): + quote = quote_map.get(key) + if quote: + break + if not quote: + continue + symbol = str(quote.get("symbol") or "") + for value in _dimension_values(ext_row.get(field)): + # 行业按 "-" 拆分级: "银行-银行-股份制银行" → level=2 取"银行"(二级) + if level is not None and "-" in value: + parts = value.split("-") + value = parts[level - 1] if level <= len(parts) else parts[-1] + groups.setdefault(value, {})[symbol] = quote + + items = [] + for name, by_symbol in groups.items(): + stocks = list(by_symbol.values()) + changes = [_finite(s.get("change_pct")) for s in stocks] + changes = [v for v in changes if v is not None] + if not changes: + continue + leader = max(stocks, key=lambda s: _finite(s.get("change_pct")) or -999) + items.append({ + "name": name, + "count": len(stocks), + "avg_pct": sum(changes) / len(changes), + "up_count": sum(1 for v in changes if v > 0), + "down_count": sum(1 for v in changes if v < 0), + "amount": sum(_finite(s.get("amount")) or 0 for s in stocks), + "leader": { + "symbol": leader.get("symbol"), + "name": leader.get("name"), + "change_pct": _finite(leader.get("change_pct")), + }, + }) + + leading = sorted(items, key=lambda x: x["avg_pct"], reverse=True)[:limit] + lagging = sorted(items, key=lambda x: x["avg_pct"])[:limit] + return {"leading": leading, "lagging": lagging} + + +def _finite(v: Any) -> float | None: + if v is None: + return None + try: + f = float(v) + except (TypeError, ValueError): + return None + return f if math.isfinite(f) else None + + +def _json_safe(value: Any) -> Any: + if isinstance(value, dict): + return {k: _json_safe(v) for k, v in value.items()} + if isinstance(value, list): + return [_json_safe(v) for v in value] + if isinstance(value, float) and not math.isfinite(value): + return None + return value + + +def _board(symbol: str) -> str: + if symbol.endswith(".BJ"): + return "北交所" + if symbol.startswith(("300", "301")): + return "创业板" + if symbol.startswith(("688", "689")): + return "科创板" + if symbol.endswith(".SH"): + return "沪主板" + if symbol.endswith(".SZ"): + return "深主板" + return "其他" + + +def _score(value: float, low: float, high: float) -> int: + if high <= low: + return 50 + return max(0, min(100, round((value - low) / (high - low) * 100))) + + +def _quote_status(request: Request) -> dict: + qs = getattr(request.app.state, "quote_service", None) + if not qs: + return {"enabled": False, "running": False, "quote_age_ms": None, "is_trading_hours": False} + return qs.status() + + +def _index_quotes(request: Request, as_of: date | None = None) -> list[dict]: + qs = getattr(request.app.state, "quote_service", None) + rows: list[dict] = [] + if qs and as_of is None: + df = qs.get_index_quotes(list(CORE_INDEX_SYMBOLS)) + if not df.is_empty(): + rows = df.to_dicts() + + if not rows: + repo = getattr(request.app.state, "repo", None) + if repo: + placeholders = ", ".join("?" for _ in CORE_INDEX_SYMBOLS) + try: + db_rows = repo.execute_all( + f""" + WITH ranked AS ( + SELECT symbol, date, close, + row_number() OVER (PARTITION BY symbol ORDER BY date DESC) AS rn + FROM kline_index_daily + WHERE symbol IN ({placeholders}) + AND (? IS NULL OR date <= ?) + ), latest AS ( + SELECT symbol, + max(CASE WHEN rn = 1 THEN date END) AS date, + max(CASE WHEN rn = 1 THEN close END) AS last_price, + max(CASE WHEN rn = 2 THEN close END) AS prev_close + FROM ranked + WHERE rn <= 2 + GROUP BY symbol + ) + SELECT symbol, date, last_price, prev_close + FROM latest + """, + [*CORE_INDEX_SYMBOLS, as_of, as_of], + ) + except Exception: # noqa: BLE001 + db_rows = [] + for symbol, dt, last_price, prev_close in db_rows: + change_amount = None + change_pct = None + lp = _finite(last_price) + pc = _finite(prev_close) + if lp is not None and pc not in (None, 0): + change_amount = lp - pc + change_pct = change_amount / pc * 100 + rows.append({ + "symbol": symbol, + "name": CORE_INDEX_NAMES.get(symbol), + "date": str(dt) if dt else None, + "last_price": lp, + "close": lp, + "prev_close": pc, + "change_amount": change_amount, + "change_pct": change_pct, + }) + + by_symbol = {r.get("symbol"): r for r in rows} + out = [] + for symbol in CORE_INDEX_SYMBOLS: + r = by_symbol.get(symbol, {"symbol": symbol}) + out.append({ + "symbol": symbol, + "name": r.get("name") or CORE_INDEX_NAMES[symbol], + "last_price": _finite(r.get("last_price") if r.get("last_price") is not None else r.get("close")), + "change_pct": _finite(r.get("change_pct")), + "change_amount": _finite(r.get("change_amount")), + }) + return out + + +def _top_rows(rows: list[dict], key: str, descending: bool, limit: int = 8) -> list[dict]: + filtered = [r for r in rows if _finite(r.get(key)) is not None] + filtered.sort(key=lambda r: _finite(r.get(key)) or 0, reverse=descending) + return [ + { + "symbol": r.get("symbol"), + "name": r.get("name"), + "close": _finite(r.get("close")), + "change_pct": _finite(r.get("change_pct")), + "amount": _finite(r.get("amount")), + "turnover_rate": _finite(r.get("turnover_rate")), + "board": _board(str(r.get("symbol") or "")), + } + for r in filtered[:limit] + ] + + +def _pct_band_rows(values: list[float]) -> list[dict]: + bands = [ + ("<-5%", None, -0.05), + ("-5~-3%", -0.05, -0.03), + ("-3~-1%", -0.03, -0.01), + ("-1~0%", -0.01, 0), + ("0~1%", 0, 0.01), + ("1~3%", 0.01, 0.03), + ("3~5%", 0.03, 0.05), + (">5%", 0.05, None), + ] + total = len(values) or 1 + out = [] + for label, low, high in bands: + count = 0 + for v in values: + if low is None and v < high: + count += 1 + elif high is None and v >= low: + count += 1 + elif low is not None and high is not None and low <= v < high: + count += 1 + out.append({"label": label, "count": count, "pct": count / total * 100}) + return out + + +def _build_overview(request: Request, as_of: date | None = None) -> dict: + repo = request.app.state.repo + svc = ScreenerService(repo) + as_of = as_of or svc.latest_date() + status = _quote_status(request) + indices = _index_quotes(request, as_of) + + if not as_of: + return { + "as_of": None, + "quote_status": status, + "indices": indices, + "breadth": {"total": 0, "up": 0, "down": 0, "flat": 0, "up_pct": 0, "down_pct": 0}, + "amount": {"total": 0, "avg": 0}, + "boards": [], + "limit": {"limit_up": 0, "broken": 0, "failed": 0, "limit_down": 0, "max_boards": 0, "tiers": []}, + "distribution": [], + "trend": {"above_ma5": 0, "above_ma20": 0, "above_ma60": 0, "above_ma5_pct": 0, "above_ma20_pct": 0, "above_ma60_pct": 0, "new_high": 0, "new_low": 0}, + "activity": {"avg_turnover": 0, "high_turnover": 0, "high_vol_ratio": 0, "vol_ratio": 1}, + "radar": [], + "emotion": {"score": 50, "label": "暂无"}, + "top_gainers": [], + "top_losers": [], + "turnover_leaders": [], + "active_leaders": [], + "concept_rank": {"leading": [], "lagging": []}, + "industry_rank": {"leading": [], "lagging": []}, + } + + df = svc._load_enriched_for_date(as_of) + if df.is_empty(): + rows: list[dict] = [] + else: + cols = [ + "symbol", "name", "close", "change_pct", "amount", "turnover_rate", "volume", + "vol_ratio_5d", "consecutive_limit_ups", "signal_limit_up", "signal_broken_limit_up", "signal_limit_down", + "ma5", "ma20", "ma60", "high_60d", "low_60d", "signal_n_day_high", "signal_n_day_low", + ] + df = df.select([c for c in cols if c in df.columns]) + rows = df.to_dicts() + + # 过滤真停牌（volume=0 且 change_pct=0），保留有涨跌幅的浮点误差股以对齐同花顺口径 + if rows and "volume" in rows[0]: + rows = [r for r in rows + if (_finite(r.get("volume")) or 0) > 0 + or (_finite(r.get("change_pct")) or 0) != 0] + + total = len(rows) + up = sum(1 for r in rows if (_finite(r.get("change_pct")) or 0) > 0) + down = sum(1 for r in rows if (_finite(r.get("change_pct")) or 0) < 0) + flat = max(0, total - up - down) + up_pct = up / total * 100 if total else 0 + down_pct = down / total * 100 if total else 0 + + amounts = [_finite(r.get("amount")) or 0 for r in rows] + total_amount = sum(amounts) + avg_amount = total_amount / total if total else 0 + + pct_values = [_finite(r.get("change_pct")) for r in rows] + pct_values = [v for v in pct_values if v is not None] + avg_pct = sum(pct_values) / len(pct_values) if pct_values else 0 + median_pct = sorted(pct_values)[len(pct_values) // 2] if pct_values else 0 + strong_up = sum(1 for v in pct_values if v >= 0.03) + strong_down = sum(1 for v in pct_values if v <= -0.03) + + limit_up = sum(1 for r in rows if bool(r.get("signal_limit_up")) or (_finite(r.get("consecutive_limit_ups")) or 0) > 0) + broken = sum(1 for r in rows if bool(r.get("signal_broken_limit_up"))) + limit_down = sum(1 for r in rows if bool(r.get("signal_limit_down"))) + max_boards = max([int(_finite(r.get("consecutive_limit_ups")) or 0) for r in rows], default=0) + seal_rate = limit_up / (limit_up + broken) * 100 if (limit_up + broken) > 0 else 0 + + def above_ma_count(ma_key: str) -> int: + return sum(1 for r in rows if (_finite(r.get("close")) is not None and _finite(r.get(ma_key)) is not None and (_finite(r.get("close")) or 0) >= (_finite(r.get(ma_key)) or 0))) + + above_ma5 = above_ma_count("ma5") + above_ma20 = above_ma_count("ma20") + above_ma60 = above_ma_count("ma60") + new_high = sum(1 for r in rows if bool(r.get("signal_n_day_high")) or (_finite(r.get("close")) is not None and _finite(r.get("high_60d")) is not None and (_finite(r.get("close")) or 0) >= (_finite(r.get("high_60d")) or 0))) + new_low = sum(1 for r in rows if bool(r.get("signal_n_day_low")) or (_finite(r.get("close")) is not None and _finite(r.get("low_60d")) is not None and (_finite(r.get("close")) or 0) <= (_finite(r.get("low_60d")) or 0))) + + turnovers = [_finite(r.get("turnover_rate")) for r in rows] + turnovers = [v for v in turnovers if v is not None] + avg_turnover = sum(turnovers) / len(turnovers) if turnovers else 0 + high_turnover = sum(1 for v in turnovers if v >= 5) + + boards_map: dict[str, dict] = {} + for r in rows: + b = _board(str(r.get("symbol") or "")) + item = boards_map.setdefault(b, {"board": b, "count": 0, "up": 0, "down": 0, "amount": 0.0}) + item["count"] += 1 + change = _finite(r.get("change_pct")) or 0 + if change > 0: + item["up"] += 1 + elif change < 0: + item["down"] += 1 + item["amount"] += _finite(r.get("amount")) or 0 + boards = sorted(boards_map.values(), key=lambda x: x["amount"], reverse=True) + for b in boards: + count = b["count"] or 1 + b["up_pct"] = b["up"] / count * 100 + + tiers_map: dict[int, int] = {} + for r in rows: + n = int(_finite(r.get("consecutive_limit_ups")) or 0) + if n > 0: + tiers_map[n] = tiers_map.get(n, 0) + 1 + tiers = [{"boards": k, "count": v} for k, v in sorted(tiers_map.items(), key=lambda item: -item[0])] + + index_changes = [_finite(r.get("change_pct")) for r in indices] + index_changes = [v for v in index_changes if v is not None] + avg_index_pct = sum(index_changes) / len(index_changes) if index_changes else 0 + vol_ratios = [_finite(r.get("vol_ratio_5d")) for r in rows] + vol_ratios = [v for v in vol_ratios if v is not None] + avg_vol_ratio = sum(vol_ratios) / len(vol_ratios) if vol_ratios else 1 + high_vol_ratio = sum(1 for v in vol_ratios if v >= 1.5) + + concept_rank = _dimension_rank(rows, request, "concept") + industry_rank = _dimension_rank(rows, request, "industry", level=2) + + strong_diff_pct = (strong_up - strong_down) / total * 100 if total else 0 + high_vol_pct = high_vol_ratio / total * 100 if total else 0 + strong_down_pct = strong_down / total * 100 if total else 0 + tier2_count = sum(t["count"] for t in tiers if t["boards"] >= 2) + mainline_items = [*concept_rank["leading"][:3], *industry_rank["leading"][:3]] + mainline_avg = max([_finite(item.get("avg_pct")) or 0 for item in mainline_items], default=0) + mainline_cover_pct = max([(_finite(item.get("count")) or 0) / total * 100 for item in mainline_items], default=0) if total else 0 + mainline_score = round(_score(mainline_avg, -0.005, 0.03) * 0.65 + _score(mainline_cover_pct, 1, 12) * 0.35) if mainline_items else 50 + + radar = [ + {"key": "index", "label": "指数", "value": _score(avg_index_pct, -2.5, 2.5)}, + {"key": "profit", "label": "赚钱", "value": round(_score(up_pct, 20, 80) * 0.45 + _score(avg_pct, -0.02, 0.02) * 0.25 + _score(median_pct, -0.02, 0.02) * 0.20 + _score(strong_diff_pct, -8, 8) * 0.10)}, + {"key": "money", "label": "量能", "value": round(_score(avg_vol_ratio, 0.6, 1.8) * 0.70 + _score(high_vol_pct, 2, 12) * 0.30)}, + {"key": "speculation", "label": "投机", "value": round(_score(limit_up, 5, 90) * 0.25 + _score(seal_rate, 30, 85) * 0.35 + _score(max_boards, 1, 8) * 0.25 + _score(tier2_count, 0, 30) * 0.15)}, + {"key": "resilience", "label": "抗跌", "value": 100 - round(_score(down_pct, 20, 80) * 0.55 + _score(strong_down_pct, 1, 12) * 0.45)}, + {"key": "mainline", "label": "主线", "value": mainline_score}, + ] + emotion_score = round(sum(r["value"] for r in radar) / len(radar)) if radar else 50 + if emotion_score >= 70: + emotion_label = "强势" + elif emotion_score >= 55: + emotion_label = "偏暖" + elif emotion_score >= 45: + emotion_label = "震荡" + elif emotion_score >= 30: + emotion_label = "偏冷" + else: + emotion_label = "冰点" + + return _json_safe({ + "as_of": str(as_of), + "quote_status": status, + "indices": indices, + "breadth": { + "total": total, + "up": up, + "down": down, + "flat": flat, + "up_pct": up_pct, + "down_pct": down_pct, + "avg_pct": avg_pct, + "median_pct": median_pct, + "strong_up": strong_up, + "strong_down": strong_down, + }, + "amount": {"total": total_amount, "avg": avg_amount}, + "boards": boards, + "limit": {"limit_up": limit_up, "broken": broken, "failed": 0, "limit_down": limit_down, "max_boards": max_boards, "seal_rate": seal_rate, "tiers": tiers}, + "distribution": _pct_band_rows(pct_values), + "trend": { + "above_ma5": above_ma5, + "above_ma20": above_ma20, + "above_ma60": above_ma60, + "above_ma5_pct": above_ma5 / total * 100 if total else 0, + "above_ma20_pct": above_ma20 / total * 100 if total else 0, + "above_ma60_pct": above_ma60 / total * 100 if total else 0, + "new_high": new_high, + "new_low": new_low, + }, + "activity": { + "avg_turnover": avg_turnover, + "high_turnover": high_turnover, + "high_vol_ratio": high_vol_ratio, + "vol_ratio": avg_vol_ratio, + }, + "radar": radar, + "emotion": {"score": emotion_score, "label": emotion_label}, + "top_gainers": _top_rows(rows, "change_pct", True), + "top_losers": _top_rows(rows, "change_pct", False), + "turnover_leaders": _top_rows(rows, "amount", True), + "active_leaders": _top_rows(rows, "turnover_rate", True), + "concept_rank": concept_rank, + "industry_rank": industry_rank, + }) + + +@router.get("/market") +def market_overview(request: Request, as_of: date | None = None): + """总览页单次请求聚合数据，避免前端拉全市场明细后再计算。""" + global _cache, _cache_key, _cache_ts + now = time.time() + cache_key = as_of.isoformat() if as_of else "latest" + if _cache is not None and _cache_key == cache_key and (now - _cache_ts) < _CACHE_TTL: + return _cache + data = _build_overview(request, as_of) + _cache = data + _cache_key = cache_key + _cache_ts = now + return data diff --git a/backend/app/api/pipeline.py b/backend/app/api/pipeline.py new file mode 100644 index 0000000..11f522b --- /dev/null +++ b/backend/app/api/pipeline.py @@ -0,0 +1,107 @@ +"""盘后管道 API — 异步触发 + 进度跟踪。""" +from __future__ import annotations + +import asyncio +import concurrent.futures as _cf +import logging + +from fastapi import APIRouter, HTTPException, Request + +from app.jobs import daily_pipeline +from app.services.pipeline_jobs import job_store +from app.api.data import invalidate_storage_cache + +# 长时间任务专用线程池（隔离于 FastAPI 默认线程池，防止阻塞请求处理） +_long_task_executor = _cf.ThreadPoolExecutor(max_workers=2, thread_name_prefix="long-task") + +logger = logging.getLogger(__name__) + +router = APIRouter(prefix="/api/pipeline", tags=["pipeline"]) + + +@router.post("/run") +async def run_now(request: Request) -> dict: + """异步触发盘后管道,立即返回 job_id。客户端轮询 /jobs/{id} 拿进度。 + + 若已有任务在跑,**返回该任务 id 而不是开新任务**(防止并发拉数据撞限流)。 + 但如果该任务已运行超过 10 分钟 (可能因 reload 卡死), 强制标记为失败后重新创建。 + """ + repo = request.app.state.repo + capset = request.app.state.capabilities + + # 检测卡死的 running job (如 reload 后孤儿 task) + existing_id = job_store.active_id() + if existing_id: + existing = job_store.get(existing_id) + if existing and existing["status"] == "running": + from datetime import datetime, timezone + started = existing.get("started_at") + if started: + try: + start_dt = datetime.fromisoformat(started.replace("Z", "+00:00")) + elapsed = (datetime.now(timezone.utc) - start_dt).total_seconds() + if elapsed > 600: # 超过 10 分钟视为卡死 + logger.warning("强制取消卡死 job %s (已运行 %.0fs)", existing_id, elapsed) + job_store.fail(existing_id, "超时自动取消 (疑似 reload 后孤儿 task)") + except Exception: + pass + + job_id = job_store.create() + + # 如果是复用的 active job,直接返回(不重启) + existing = job_store.get(job_id) + if existing and existing["status"] == "running": + return {"job_id": job_id, "reused": True} + + # 在 executor 里跑同步任务(pipeline 内部都是阻塞 IO + CPU) + async def task() -> None: + job_store.start(job_id) + loop = asyncio.get_event_loop() + + def progress(stage: str, pct: int, msg: str, stage_pct: int | None = None, + skip_log: bool = False) -> None: + job_store.progress(job_id, stage, pct, msg, stage_pct=stage_pct, skip_log=skip_log) + + try: + result = await loop.run_in_executor( + _long_task_executor, + lambda: daily_pipeline.run_now(repo, capset, on_progress=progress), + ) + job_store.succeed(job_id, result) + invalidate_storage_cache() + repo.refresh_cache() # 刷新 Polars 缓存 + except Exception as e: # noqa: BLE001 + logger.exception("pipeline failed") + job_store.fail(job_id, str(e)) + invalidate_storage_cache() + + asyncio.create_task(task()) + return {"job_id": job_id, "reused": False} + + +@router.get("/jobs/{job_id}") +def get_job(job_id: str) -> dict: + j = job_store.get(job_id) + if not j: + raise HTTPException(status_code=404, detail="job not found") + return j + + +@router.post("/jobs/{job_id}/cancel") +def cancel_job(job_id: str) -> dict: + """手动取消一个 running 的 job。""" + j = job_store.get(job_id) + if not j: + raise HTTPException(status_code=404, detail="job not found") + if j["status"] not in ("running", "pending"): + raise HTTPException(status_code=400, detail=f"job status is {j['status']}, cannot cancel") + job_store.fail(job_id, "用户手动取消") + return {"cancelled": job_id} + + +@router.get("/jobs") +def list_jobs(limit: int = 20) -> dict: + return { + "active_id": job_store.active_id(), + "jobs": job_store.list_recent(limit=limit), + } diff --git a/backend/app/api/routes.py b/backend/app/api/routes.py new file mode 100644 index 0000000..34d708e --- /dev/null +++ b/backend/app/api/routes.py @@ -0,0 +1,39 @@ +"""API 路由 — Phase 0 仅 /health 与 /api/capabilities。""" +from __future__ import annotations + +from fastapi import APIRouter + +from app import __version__ +from app.config import settings +from app.tickflow.policy import detect_capabilities, tier_label + +router = APIRouter() + + +@router.get("/health") +def health() -> dict: + return { + "status": "ok", + "version": __version__, + "mode": "free" if settings.use_free_mode else "api_key", + } + + +@router.get("/api/capabilities") +def capabilities() -> dict: + """前端用来决定哪些功能可用、哪些灰显。""" + capset = detect_capabilities() + return { + "label": tier_label(), + "capabilities": capset.to_dict(), + } + + +@router.post("/api/capabilities/redetect") +def redetect() -> dict: + """用户在设置页"重新检测"按钮。""" + capset = detect_capabilities(force=True) + return { + "label": tier_label(), + "capabilities": capset.to_dict(), + } diff --git a/backend/app/api/screener.py b/backend/app/api/screener.py new file mode 100644 index 0000000..9383f5a --- /dev/null +++ b/backend/app/api/screener.py @@ -0,0 +1,575 @@ +"""Screener API。""" +from __future__ import annotations + +import logging +import math +import re +import time +from dataclasses import asdict +from datetime import date, datetime +from typing import Any, Optional + +from fastapi import APIRouter, HTTPException, Query, Request +from pydantic import BaseModel + +from app.services.screener import PRESET_STRATEGIES, ScreenerService +from app.services import strategy_cache +from app.strategy import config as strategy_config + +logger = logging.getLogger(__name__) + +router = APIRouter(prefix="/api/screener", tags=["screener"]) + + +class CustomRequest(BaseModel): + conditions: list[str] + order_by: Optional[str] = None + limit: int = 30 + pool: Optional[list[str]] = None + as_of: Optional[date] = None + ext_columns: Optional[str] = None + + +class PresetRequest(BaseModel): + strategy_id: str + pool: Optional[list[str]] = None + as_of: Optional[date] = None + ext_columns: Optional[str] = None + + +def _safe(result_dict: dict) -> dict: + """sanitize for JSON(NaN / Inf → None).""" + rows = result_dict.get("rows", []) + for r in rows: + for k, v in list(r.items()): + if isinstance(v, float) and not math.isfinite(v): + r[k] = None + return result_dict + + +_EXT_IDENT_RE = re.compile(r"^[A-Za-z0-9_]+$") + + +def _safe_ext_value(value: Any) -> Any: + if isinstance(value, float) and not math.isfinite(value): + return None + if isinstance(value, (date, datetime)): + return value.isoformat() + return value + + +def _quote_ident(name: str) -> str: + return '"' + name.replace('"', '""') + '"' + + +def _load_ext_value_maps(repo, ext_columns: Optional[str]) -> dict[str, dict[str, Any]]: + """按请求加载扩展列，返回 {输出列名: {symbol: value}}。 + + 策略结果缓存是共享文件，不能被不同 ext_columns 组合污染；因此扩展列只在 + 返回前通过该投影映射追加到结果副本中。 + """ + ext_specs = _parse_ext_columns(ext_columns) if ext_columns else [] + if not ext_specs: + return {} + + import polars as pl + from app.api.ext_data import _read_ext_dataframe + from app.services.ext_data import ExtConfigStore + + db = repo.store.db + data_dir = repo.store.data_dir + ext_store = ExtConfigStore(data_dir) + configs = {c.id: c for c in ext_store.load_all()} + value_maps: dict[str, dict[str, Any]] = {} + + for config_id, field_name in ext_specs: + out_col = f"{config_id}__{field_name}" + cfg = configs.get(config_id) + try: + if cfg: + # 时序扩展表只取最新分区，避免历史分区把同一 symbol JOIN 放大。 + ext_df, _ = _read_ext_dataframe(cfg, data_dir) + else: + view_name = f"ext_{config_id}" + ext_df = pl.from_arrow(db.query( + f"SELECT symbol, {_quote_ident(field_name)} FROM {view_name}" + ).arrow()) + + if ext_df.is_empty() or "symbol" not in ext_df.columns or field_name not in ext_df.columns: + continue + + ext_df = ext_df.select(["symbol", field_name]).unique(subset=["symbol"], keep="last") + value_maps[out_col] = { + str(row["symbol"]): _safe_ext_value(row.get(field_name)) + for row in ext_df.to_dicts() + if row.get("symbol") + } + except Exception as e: # noqa: BLE001 + logger.debug("screener ext column join skipped for %s.%s: %s", config_id, field_name, e) + + return value_maps + + +def _row_with_ext(row: dict, ext_values: dict[str, dict[str, Any]], symbol: Optional[str] = None) -> dict: + next_row = dict(row) + sym = symbol or next_row.get("symbol") + for out_col, value_map in ext_values.items(): + next_row[out_col] = value_map.get(str(sym)) if sym else None + return next_row + + +def _rows_with_ext(rows: list[dict], ext_values: dict[str, dict[str, Any]]) -> list[dict]: + if not ext_values: + return rows + return [_row_with_ext(r, ext_values) for r in rows] + + +def _result_with_ext(result_dict: dict, ext_values: dict[str, dict[str, Any]]) -> dict: + if not ext_values: + return result_dict + return {**result_dict, "rows": _rows_with_ext(result_dict.get("rows", []), ext_values)} + + +def _results_with_ext(results: dict[str, dict], ext_values: dict[str, dict[str, Any]]) -> dict[str, dict]: + if not ext_values: + return results + return {sid: _result_with_ext(r, ext_values) for sid, r in results.items()} + + +def _cache_payload_with_ext(cached: dict, ext_values: dict[str, dict[str, Any]]) -> dict: + if not ext_values: + return cached + + payload = dict(cached) + payload["results"] = _results_with_ext(cached.get("results", {}), ext_values) + + ever_rows = cached.get("today_ever_rows") + if isinstance(ever_rows, dict): + enriched_ever: dict[str, dict[str, dict]] = {} + for sid, sym_map in ever_rows.items(): + if not isinstance(sym_map, dict): + continue + enriched_ever[sid] = { + sym: _row_with_ext(row, ext_values, symbol=sym) + for sym, row in sym_map.items() + if isinstance(row, dict) + } + payload["today_ever_rows"] = enriched_ever + + return payload + + +def _update_cache_strategy(data_dir, as_of: str, strategy_id: str, safe_data: dict) -> None: + """单跑后更新缓存中该策略的结果，保持缓存与最新计算一致。""" + from app.services import strategy_cache + cached = strategy_cache.read_cache(data_dir) + if cached and cached.get("as_of") == as_of: + results = cached.get("results", {}) + results[strategy_id] = { + "total": safe_data.get("total", 0), + "as_of": as_of, + "rows": safe_data.get("rows", []), + } + strategy_cache.write_cache(data_dir, as_of, results) + + +@router.get("/strategies") +def strategies(request: Request): + """策略清单（内置 + 自定义 + AI）。""" + data_dir = request.app.state.repo.store.data_dir + presets = [] + seen_ids: set[str] = set() + + # 内置策略 + for k, v in PRESET_STRATEGIES.items(): + overrides = strategy_config.load_override(data_dir, k) + name = (overrides.get("name") or v["name"]) if overrides else v["name"] + desc = (overrides.get("description") or v["description"]) if overrides else v["description"] + presets.append({"id": k, "name": name, "description": desc, "source": "builtin"}) + seen_ids.add(k) + + # 自定义/AI 策略（不在 PRESET_STRATEGIES 中的） + engine = getattr(request.app.state, "strategy_engine", None) + if engine: + for meta in engine.list_strategies(): + sid = meta["id"] + if sid not in seen_ids: + overrides = strategy_config.load_override(data_dir, sid) + name = (overrides.get("name") or meta["name"]) if overrides else meta["name"] + desc = (overrides.get("description") or meta.get("description", "")) if overrides else meta.get("description", "") + presets.append({"id": sid, "name": name, "description": desc, "source": meta.get("source", "custom")}) + seen_ids.add(sid) + + return {"presets": presets} + + +@router.post("/run") +def run_custom(req: CustomRequest, request: Request): + repo = request.app.state.repo + svc = ScreenerService(repo) + as_of = req.as_of or svc.latest_date() + if not as_of: + raise HTTPException(status_code=400, + detail="无可用数据日期 — enriched 表为空,请先运行盘后管道") + result = svc.run( + as_of=as_of, + conditions=req.conditions, + order_by=req.order_by, + limit=req.limit, + pool=req.pool, + ) + safe_data = _safe(asdict(result)) + ext_values = _load_ext_value_maps(repo, req.ext_columns) + return _result_with_ext(safe_data, ext_values) + + +@router.post("/run_preset") +def run_preset(req: PresetRequest, request: Request): + repo = request.app.state.repo + svc = ScreenerService(repo) + as_of = req.as_of or svc.latest_date() + if not as_of: + raise HTTPException(status_code=400, detail="无可用数据日期") + + # 加载用户保存的策略配置 + data_dir = request.app.state.repo.store.data_dir + ext_values = _load_ext_value_maps(repo, req.ext_columns) + overrides = strategy_config.load_override(data_dir, req.strategy_id) + bf = overrides.get("basic_filter") if overrides else None + dl = overrides.get("display_limit") if overrides else None + if dl is None and overrides and "display_limit" in overrides: + dl = 0 + + # 内置策略 + if req.strategy_id in PRESET_STRATEGIES: + try: + result = svc.run_preset(req.strategy_id, as_of=as_of, pool=req.pool, basic_filter=bf, display_limit=dl) + except ValueError as e: + raise HTTPException(status_code=404, detail=str(e)) from e + safe_data = _safe(asdict(result)) + _update_cache_strategy(data_dir, str(as_of), req.strategy_id, safe_data) + return _result_with_ext(safe_data, ext_values) + + # 自定义/AI 策略 — 通过 StrategyEngine 执行 + engine = getattr(request.app.state, "strategy_engine", None) + if not engine: + raise HTTPException(status_code=404, detail=f"策略引擎未初始化或策略 {req.strategy_id} 不存在") + + try: + result = engine.run(req.strategy_id, as_of, pool=req.pool, overrides=overrides or None) + except ValueError as e: + raise HTTPException(status_code=404, detail=str(e)) from e + + data = asdict(result) + + if dl is not None and dl > 0: + data["rows"] = data["rows"][:dl] + data["total"] = min(data["total"], dl) + + # 单跑后更新缓存中该策略的结果（保持缓存最新） + safe_data = _safe(data) + _update_cache_strategy(data_dir, str(as_of), req.strategy_id, safe_data) + + return _result_with_ext(safe_data, ext_values) + + +@router.get("/cached") +def get_cached( + request: Request, + ext_columns: Optional[str] = Query(None, description="逗号分隔: config_id.field_name"), +): + """读取策略结果缓存。返回 None 表示无缓存。""" + data_dir = request.app.state.repo.store.data_dir + cached = strategy_cache.read_cache(data_dir) + if cached is None: + return {"as_of": None, "results": {}, "updated_at": None} + ext_values = _load_ext_value_maps(request.app.state.repo, ext_columns) + return _cache_payload_with_ext(cached, ext_values) + + +@router.get("/market-snapshot") +def market_snapshot(request: Request): + """最新全市场轻量行情快照，供板块/概念聚合分析使用。""" + import polars as pl + + repo = request.app.state.repo + svc = ScreenerService(repo) + as_of = svc.latest_date() + if not as_of: + return {"as_of": None, "rows": []} + + df = svc._load_enriched_for_date(as_of) + if df.is_empty(): + return {"as_of": str(as_of), "rows": []} + + if "close" in df.columns and "total_shares" in df.columns and "market_cap" not in df.columns: + df = df.with_columns((pl.col("close") * pl.col("total_shares")).alias("market_cap")) + if "close" in df.columns and "float_shares" in df.columns and "float_market_cap" not in df.columns: + df = df.with_columns((pl.col("close") * pl.col("float_shares")).alias("float_market_cap")) + + cols = [ + "symbol", "name", "close", "change_pct", "amount", "volume", + "turnover_rate", "vol_ratio_5d", "total_shares", "float_shares", + "market_cap", "float_market_cap", "consecutive_limit_ups", + ] + df = df.select([c for c in cols if c in df.columns]) + rows = df.to_dicts() + for r in rows: + for k, v in list(r.items()): + if isinstance(v, float) and not math.isfinite(v): + r[k] = None + + return {"as_of": str(as_of), "rows": rows} + + +@router.post("/run_all") +def run_all(request: Request, body: Optional[dict] = None): + """批量运行指定策略,只返回每个策略的命中数。 + + 优化: 从 enriched 读取一次目标日期数据, 所有策略共享。 + body.strategy_ids: 只跑指定的策略 ID 列表, 为空则跑全部。 + """ + from datetime import date as date_type + + t_total = time.perf_counter() + + body = body or {} + repo = request.app.state.repo + svc = ScreenerService(repo) + + # 解析日期 + raw_date = body.get("as_of") + if raw_date: + as_of = date_type.fromisoformat(str(raw_date)) if isinstance(raw_date, str) else raw_date + else: + as_of = svc.latest_date() + if not as_of: + return {"as_of": None, "results": {}} + + # 一次读取目标日期的全部数据 + t0 = time.perf_counter() + precomputed = svc._load_enriched_for_date(as_of) + logger.info("run_all: _load_enriched_for_date took %.1fms", (time.perf_counter() - t0) * 1000) + + results: dict[str, dict] = {} + data_dir = request.app.state.repo.store.data_dir + + # 收集需要运行的策略 ID (如果指定了 strategy_ids 则只跑这些) + requested_ids = body.get("strategy_ids") + all_ids = list(PRESET_STRATEGIES.keys()) + engine = getattr(request.app.state, "strategy_engine", None) + if engine: + for meta in engine.list_strategies(): + sid = meta["id"] + if sid not in PRESET_STRATEGIES: + all_ids.append(sid) + + if requested_ids and isinstance(requested_ids, list): + id_set = set(requested_ids) + all_ids = [sid for sid in all_ids if sid in id_set] + + if not all_ids: + return {"as_of": str(as_of), "results": {}} + + # 批量预加载所有 override 配置 + t0 = time.perf_counter() + all_overrides = strategy_config.list_overrides(data_dir) + logger.info("run_all: list_overrides took %.1fms (%d overrides)", (time.perf_counter() - t0) * 1000, len(all_overrides)) + + # 历史策略: 只在需要时加载 (只加载 all_ids 中包含的 filter_history 策略) + t0 = time.perf_counter() + shared_history = None + id_set = set(all_ids) + if engine: + history_strats = [ + (sid, s) for sid, s in engine._strategies.items() + if s.filter_history_fn and sid in id_set + ] + if history_strats: + max_lb = min(max(s.lookback_days for _, s in history_strats), 30) + shared_history = svc._load_enriched_history(as_of, max(1, max_lb)) + else: + history_strats = [] + logger.info("run_all: _load_enriched_history took %.1fms (history_strats=%d)", (time.perf_counter() - t0) * 1000, len(history_strats)) + + for sid in all_ids: + try: + overrides = all_overrides.get(sid, {}) + bf = overrides.get("basic_filter") if overrides else None + dl = overrides.get("display_limit") if overrides else None + if dl is None and overrides and "display_limit" in overrides: + dl = 0 + + if sid in PRESET_STRATEGIES: + r = svc.run_preset(sid, as_of=as_of, precomputed=precomputed, basic_filter=bf, display_limit=dl) + else: + r = engine.run( + sid, as_of, overrides=overrides or None, + precomputed=precomputed, precomputed_history=shared_history, + ) + if dl is not None and dl > 0: + r.rows = r.rows[:dl] + r.total = min(r.total, dl) + + safe_rows = _safe(asdict(r)).get("rows", []) + results[sid] = {"total": r.total, "as_of": str(as_of), "rows": safe_rows} + except (ValueError, Exception): + continue + + elapsed = (time.perf_counter() - t_total) * 1000 + logger.info("run_all: total took %.1fms (%d strategies)", elapsed, len(all_ids)) + + # 写入策略缓存 (供页面秒加载) + if results: + try: + strategy_cache.write_cache(data_dir, str(as_of), results) + except Exception: # noqa: BLE001 + pass + + ext_values = _load_ext_value_maps(repo, body.get("ext_columns")) + return {"as_of": str(as_of), "results": _results_with_ext(results, ext_values)} + + +@router.get("/limit-ladder") +def limit_ladder( + request: Request, + as_of: Optional[date] = None, + ext_columns: Optional[str] = Query(None, description="逗号分隔: config_id.field_name"), +): + """连板梯队 — 按连板数分组, 含涨停/炸板/断板三种状态。 + 返回: tiers = [{ boards, count, stocks: [{symbol,name,change_pct,status,...}] }] + status: limit_up=涨停 | broken=炸板(摸板未封) | failed=断板(晋级失败) + ext_columns: 动态 JOIN 扩展数据, 如 "concept.concept,industry.industry" + """ + from datetime import timedelta + + import polars as pl + + repo = request.app.state.repo + svc = ScreenerService(repo) + as_of = as_of or svc.latest_date() + if not as_of: + raise HTTPException(status_code=400, detail="无可用数据日期") + + df = svc._load_enriched_for_date(as_of) + if df.is_empty(): + return {"as_of": str(as_of), "tiers": []} + + # 加载前一日数据获取 prev consecutive_limit_ups + prev_consec: pl.DataFrame = pl.DataFrame() + for delta in range(1, 10): + candidate = as_of - timedelta(days=delta) + df_prev = svc._load_enriched_for_date(candidate) + if not df_prev.is_empty() and "consecutive_limit_ups" in df_prev.columns: + prev_consec = df_prev.select( + "symbol", + pl.col("consecutive_limit_ups").alias("prev_consec"), + ) + break + + if not prev_consec.is_empty(): + df = df.join(prev_consec, on="symbol", how="left") + else: + df = df.with_columns(pl.lit(0).cast(pl.UInt32).alias("prev_consec")) + + # 表达式 + is_limit = pl.col("signal_limit_up").fill_null(False) if "signal_limit_up" in df.columns else pl.lit(False) + is_broken = pl.col("signal_broken_limit_up").fill_null(False) if "signal_broken_limit_up" in df.columns else pl.lit(False) + consec = pl.col("consecutive_limit_ups").fill_null(0) if "consecutive_limit_ups" in df.columns else pl.lit(0) + prev_c = pl.col("prev_consec").fill_null(0) + + # 计算 status + boards + is_failed = ~is_limit & ~is_broken & (prev_c > 0) + df = df.with_columns([ + pl.when(is_limit).then(pl.lit("limit_up")) + .when(is_broken).then(pl.lit("broken")) + .when(is_failed).then(pl.lit("failed")) + .otherwise(None).alias("status"), + pl.when(is_limit).then(consec) + .when(is_broken | is_failed).then(prev_c + 1) + .otherwise(0).cast(pl.UInt32).alias("boards"), + ]) + + df = df.filter(pl.col("status").is_not_null() & (pl.col("boards") > 0)) + + # 动态 JOIN 扩展数据 + ext_specs = _parse_ext_columns(ext_columns) if ext_columns else [] + ext_col_names: list[str] = [] + if ext_specs: + db = repo.store.db + data_dir = repo.store.data_dir + from app.services.ext_data import ExtConfigStore + + ext_store = ExtConfigStore(data_dir) + configs = {c.id: c for c in ext_store.load_all()} + + for config_id, field_name in ext_specs: + view_name = f"ext_{config_id}" + ext_col_name = f"{config_id}__{field_name}" + try: + ext_df = pl.from_arrow(db.query( + f"SELECT symbol, \"{field_name}\" FROM {view_name}" + ).arrow()) + if not ext_df.is_empty() and "symbol" in ext_df.columns: + ext_df = ext_df.rename({field_name: ext_col_name}) + df = df.join(ext_df.select(["symbol", ext_col_name]), on="symbol", how="left") + ext_col_names.append(ext_col_name) + except Exception: + cfg = configs.get(config_id) + if cfg: + try: + from app.api.ext_data import _parquet_glob + glob = _parquet_glob(cfg, data_dir) + ext_df = pl.read_parquet(glob) + if not ext_df.is_empty() and "symbol" in ext_df.columns and field_name in ext_df.columns: + ext_df = ext_df.select(["symbol", field_name]).rename({field_name: ext_col_name}) + df = df.join(ext_df, on="symbol", how="left") + ext_col_names.append(ext_col_name) + except Exception: + pass + + # 选择输出列 + cols = ["symbol", "name", "change_pct", "boards", "status"] + ext_col_names + df = df.select([c for c in cols if c in df.columns]) + # 排序: boards 降序, status 按涨停→炸板→断板 + status_order = pl.when(pl.col("status") == "limit_up").then(0) + status_order = status_order.when(pl.col("status") == "broken").then(1) + status_order = status_order.otherwise(2).alias("_status_order") + df = df.with_columns(status_order).sort(["boards", "_status_order"], descending=[True, False]).drop("_status_order") + + rows = df.to_dicts() + for r in rows: + for k, v in list(r.items()): + if isinstance(v, float) and not math.isfinite(v): + r[k] = None + + # 按 boards 分组 + tiers: dict[int, list] = {} + for r in rows: + n = int(r.get("boards") or 0) + tiers.setdefault(n, []).append(r) + + tier_list = [ + {"boards": n, "count": len(stocks), "stocks": stocks} + for n, stocks in sorted(tiers.items(), key=lambda x: -x[0]) + ] + + return {"as_of": str(as_of), "tiers": tier_list} + + +def _parse_ext_columns(ext_columns: str) -> list[tuple[str, str]]: + """解析 'config_id1.field1,config_id2.field2' 为 [(config_id, field_name), ...]。""" + result = [] + for part in ext_columns.split(","): + part = part.strip() + if "." not in part: + continue + config_id, field_name = part.split(".", 1) + config_id = config_id.strip() + field_name = field_name.strip() + if not config_id or not field_name: + continue + if not _EXT_IDENT_RE.match(config_id) or "\x00" in field_name: + continue + result.append((config_id, field_name)) + return result diff --git a/backend/app/api/settings.py b/backend/app/api/settings.py new file mode 100644 index 0000000..d3a3386 --- /dev/null +++ b/backend/app/api/settings.py @@ -0,0 +1,667 @@ +"""设置 API — Key 配置 / 模式切换。 + +提供面向非开发者的 UI 配置入口,避免逼用户改 .env。 +""" +from __future__ import annotations + +import logging +import time + +from fastapi import APIRouter, Request +from pydantic import BaseModel + +from app import secrets_store +from app.tickflow import client as tf_client +from app.tickflow.policy import ( + detect_capabilities, + extras_caps, + missing_caps, + probe_log, + tier_label, +) + +logger = logging.getLogger(__name__) + +router = APIRouter(prefix="/api/settings", tags=["settings"]) + +# 默认端点 —— endpoints.json 列表第一项,UI"当前使用"始终对齐此项。 +# 注意:Free 模式 SDK 实际走 free-api(免费数据通道),但 UI 显示统一用默认节点。 +DEFAULT_PAID_ENDPOINT = "https://api.tickflow.org" + + +class TickflowKeyIn(BaseModel): + api_key: str + + +@router.get("") +def get_settings() -> dict: + """返回当前配置概况(Key 脱敏)。""" + from app.config import settings + + key = secrets_store.get_tickflow_key() + return { + "mode": tf_client.current_mode(), + "tickflow_api_key_masked": secrets_store.mask(key), + "has_tickflow_key": bool(key), + "tier_label": tier_label(), + "current_endpoint": tf_client.current_endpoint(), + "probe_log": probe_log(), + "missing_caps": missing_caps(), + "extras_caps": extras_caps(), + # AI 配置 + "ai_provider": secrets_store.get_ai_config("ai_provider", settings.ai_provider), + "ai_base_url": secrets_store.get_ai_config("ai_base_url", settings.ai_base_url), + "ai_api_key_masked": secrets_store.mask(secrets_store.get_ai_key()), + "has_ai_key": bool(secrets_store.get_ai_key()), + "ai_model": secrets_store.get_ai_config("ai_model", settings.ai_model), + "ai_daily_token_budget": int(secrets_store.get_ai_config("ai_daily_token_budget", str(settings.ai_daily_token_budget)) or settings.ai_daily_token_budget), + } + + +class SwitchEndpointIn(BaseModel): + url: str + + +@router.post("/switch_endpoint") +def switch_endpoint(req: SwitchEndpointIn, request: Request) -> dict: + """切换 TickFlow 端点并立即生效。 + + endpoints.json 里的端点都是 Starter+ 付费端点,Free 模式无 key + 无法使用,故 Free 模式下禁止切换。 + """ + # Free 模式没有付费端点权限,禁止切换 + if tf_client.current_mode() == "free": + return {"ok": False, "error": "Free 模式无法切换端点，请先配置 API Key"} + + url = req.url.strip().rstrip("/") + if not url.startswith("https://"): + return {"ok": False, "error": "仅支持 HTTPS 端点"} + + # 持久化到 secrets.json + secrets_store.save({"tickflow_base_url": url}) + # 重置客户端，下次调用自动用新端点 + tf_client.reset_clients() + + return { + "ok": True, + "current_endpoint": tf_client.current_endpoint(), + } + + +@router.post("/tickflow-key") +def save_tickflow_key(req: TickflowKeyIn, request: Request) -> dict: + """保存 TickFlow API Key 并立即重新探测能力。 + + 端点联动:Free → Starter+ 时,Free 模式残留的 free-api 端点不可用于 + 付费 Key,故自动切到默认付费端点(api.tickflow.org)。 + """ + key = req.api_key.strip() + if not key: + return {"ok": False, "error": "key empty"} + + # 判断是否 Free → Starter+ 转换(此前无 key) + was_free = tf_client.current_mode() == "free" + updates: dict = {"tickflow_api_key": key} + if was_free: + # 自动切到默认端点;之前的残留自定义 URL 不再适用 + updates["tickflow_base_url"] = DEFAULT_PAID_ENDPOINT + + secrets_store.save(updates) + tf_client.reset_clients() + + # 立即重新探测 + capset = detect_capabilities(force=True) + request.app.state.capabilities = capset + + return { + "ok": True, + "tickflow_api_key_masked": secrets_store.mask(key), + "mode": "api_key", + "tier_label": tier_label(), + "current_endpoint": tf_client.current_endpoint(), + "probe_log": probe_log(), + "capabilities_count": len(capset.all()), + } + + +@router.delete("/tickflow-key") +def clear_tickflow_key(request: Request) -> dict: + """清除 Key,退回 Free 模式。 + + 同时清除 tickflow_base_url(测速切换的自定义端点),使"当前使用" + 回到默认节点 api.tickflow.org;SDK 则自动用 free() 取免费数据。 + """ + secrets_store.clear("tickflow_api_key", "tickflow_base_url") + tf_client.reset_clients() + + capset = detect_capabilities(force=True) + request.app.state.capabilities = capset + + return { + "ok": True, + "mode": "free", + "tier_label": tier_label(), + "current_endpoint": tf_client.current_endpoint(), + "capabilities_count": len(capset.all()), + } + + +class AiSettingsIn(BaseModel): + provider: str = "openai_compat" + base_url: str = "" + api_key: str | None = None + model: str = "" + daily_token_budget: int = 500_000 + + +@router.post("/ai") +def save_ai_settings(req: AiSettingsIn) -> dict: + """保存 AI 配置（全部持久化到 secrets.json）""" + from app.config import settings + + updates: dict = {} + if req.provider: + updates["ai_provider"] = req.provider + settings.ai_provider = req.provider + if req.base_url: + updates["ai_base_url"] = req.base_url + settings.ai_base_url = req.base_url + if req.api_key is not None: + if req.api_key: + updates["ai_api_key"] = req.api_key + settings.ai_api_key = req.api_key + else: + secrets_store.clear("ai_api_key") + settings.ai_api_key = "" + if req.model: + updates["ai_model"] = req.model + settings.ai_model = req.model + updates["ai_daily_token_budget"] = req.daily_token_budget + settings.ai_daily_token_budget = req.daily_token_budget + + if updates: + secrets_store.save(updates) + + return {"ok": True} + + +# ===== 偏好设置 ===== + +class MinuteSyncPrefs(BaseModel): + minute_sync_enabled: bool + minute_sync_days: int = 5 + + +@router.get("/preferences") +def get_preferences() -> dict: + """返回用户偏好设置。""" + from app.services import preferences + return { + "realtime_quotes_enabled": preferences.get_realtime_quotes_enabled(), + "indices_nav_pinned": preferences.get_indices_nav_pinned(), + "minute_sync_enabled": preferences.get_minute_sync_enabled(), + "minute_sync_days": preferences.get_minute_sync_days(), + "pipeline_schedule": preferences.get_pipeline_schedule(), + "instruments_schedule": preferences.get_instruments_schedule(), + "enriched_batch_size": preferences.get_enriched_batch_size(), + "index_daily_batch_size": preferences.get_index_daily_batch_size(), + "watchlist_columns": preferences.get_watchlist_columns(), + "screener_result_columns": preferences.get_screener_result_columns(), + "sse_refresh_pages": preferences.get_sse_refresh_pages(), + "strategy_monitor_enabled": preferences.get_strategy_monitor_enabled(), + "strategy_monitor_ids": preferences.get_strategy_monitor_ids(), + "sidebar_index_symbols": preferences.get_sidebar_index_symbols(), + "nav_order": preferences.get_nav_order(), + "nav_hidden": preferences.get_nav_hidden(), + "screener_auto_run": preferences.get_screener_auto_run(), + } + + +@router.get("/preferences/watchlist-columns") +def get_watchlist_columns() -> dict: + """返回自选列表列配置。""" + from app.services import preferences + cols = preferences.get_watchlist_columns() + return {"columns": cols} + + +class NavOrderIn(BaseModel): + nav_order: list[str] + + +class NavHiddenIn(BaseModel): + nav_hidden: list[str] + + +@router.put("/preferences/nav-order") +def update_nav_order(req: NavOrderIn) -> dict: + """保存左侧菜单排序（内置页面 path + 扩展分析菜单 id 的有序列表）。""" + from app.services import preferences + saved = preferences.set_nav_order(req.nav_order) + return {"nav_order": saved} + + +@router.put("/preferences/nav-hidden") +def update_nav_hidden(req: NavHiddenIn) -> dict: + """保存左侧菜单隐藏项。""" + from app.services import preferences + saved = preferences.set_nav_hidden(req.nav_hidden) + return {"nav_hidden": saved} + + +@router.put("/preferences/watchlist-columns") +def update_watchlist_columns(req: dict) -> dict: + """保存自选列表列配置。""" + from app.services import preferences + columns = req.get("columns", []) + saved = preferences.set_watchlist_columns(columns) + return {"columns": saved} + + +@router.get("/preferences/screener-result-columns") +def get_screener_result_columns() -> dict: + """返回策略结果列表列配置。""" + from app.services import preferences + cols = preferences.get_screener_result_columns() + return {"columns": cols} + + +@router.put("/preferences/screener-result-columns") +def update_screener_result_columns(req: dict) -> dict: + """保存策略结果列表列配置。""" + from app.services import preferences + columns = req.get("columns", []) + saved = preferences.set_screener_result_columns(columns) + return {"columns": saved} + + +@router.put("/preferences/minute-sync") +def update_minute_sync(req: MinuteSyncPrefs) -> dict: + """保存分钟 K 同步偏好。""" + from app.services import preferences + days = max(1, min(30, req.minute_sync_days)) + preferences.save({ + "minute_sync_enabled": req.minute_sync_enabled, + "minute_sync_days": days, + }) + return { + "minute_sync_enabled": req.minute_sync_enabled, + "minute_sync_days": days, + } + + +class RealtimeQuotesPrefs(BaseModel): + realtime_quotes_enabled: bool + + +@router.put("/preferences/realtime-quotes") +def update_realtime_quotes(req: RealtimeQuotesPrefs, request: Request) -> dict: + """保存全局实时行情开关。""" + from app.services import preferences + preferences.save({"realtime_quotes_enabled": req.realtime_quotes_enabled}) + + # 动态启停行情服务 + qs = getattr(request.app.state, "quote_service", None) + if qs: + if req.realtime_quotes_enabled: + qs.enable() + else: + qs.disable() + + return {"realtime_quotes_enabled": req.realtime_quotes_enabled} + + +class IndicesNavPinnedPrefs(BaseModel): + indices_nav_pinned: bool + + +@router.put("/preferences/indices-nav-pinned") +def update_indices_nav_pinned(req: IndicesNavPinnedPrefs) -> dict: + """保存侧栏指数报价卡片固定显示开关。 + ON=常驻显示；OFF=跟随实时行情开关（仅实时开时显示）。""" + from app.services import preferences + preferences.save({"indices_nav_pinned": req.indices_nav_pinned}) + return {"indices_nav_pinned": req.indices_nav_pinned} + + +class RealtimeMonitorConfigIn(BaseModel): + sse_refresh_pages: dict[str, bool] | None = None + strategy_monitor_enabled: bool | None = None + strategy_monitor_ids: list[str] | None = None + sidebar_index_symbols: list[str] | None = None + screener_auto_run: bool | None = None + + +@router.put("/preferences/realtime-monitor") +def update_realtime_monitor_config(req: RealtimeMonitorConfigIn, request: Request) -> dict: + """更新实时监控配置。""" + from app.services import preferences + + cfg = req.model_dump(exclude_none=True) + result = preferences.set_realtime_monitor_config(cfg) + + # 如果策略监控开关变化，更新 StrategyMonitorService 的监控池 + if req.strategy_monitor_ids is not None or req.strategy_monitor_enabled is not None: + monitor = getattr(request.app.state, "strategy_monitor", None) + if monitor: + if preferences.get_strategy_monitor_enabled(): + # 从策略引擎加载监控配置 + engine = getattr(request.app.state, "strategy_engine", None) + ids = preferences.get_strategy_monitor_ids() + if engine and ids: + monitor.stop_all() + for sid in ids: + try: + s = engine.get(sid) + monitor.start(sid, { + "entry_signals": s.entry_signals, + "exit_signals": s.exit_signals, + "alerts": s.alerts, + }) + except ValueError: + pass + else: + monitor.stop_all() + + return result + + +class QuoteIntervalIn(BaseModel): + interval: float + + +@router.put("/preferences/quote-interval") +def update_quote_interval(req: QuoteIntervalIn, request: Request) -> dict: + """更新行情轮询间隔。按档位自动 clamp。""" + qs = getattr(request.app.state, "quote_service", None) + if not qs: + return {"interval": req.interval, "min_interval": qs.get_min_interval(), "max_interval": 60.0} + clamped = qs.set_interval(req.interval) + return { + "interval": clamped, + "min_interval": qs.get_min_interval(), + "max_interval": qs.MAX_INTERVAL, + } + + +@router.get("/preferences/quote-interval") +def get_quote_interval(request: Request) -> dict: + """获取当前行情轮询间隔和档位限制。""" + qs = getattr(request.app.state, "quote_service", None) + if not qs: + return {"interval": 10.0, "min_interval": 5.0, "max_interval": 60.0} + return { + "interval": qs._interval, + "min_interval": qs.get_min_interval(), + "max_interval": qs.MAX_INTERVAL, + } + + +class TestEndpointIn(BaseModel): + url: str + # 测试轮数;不传时取 endpoints.json 的 testRounds(默认 5) + rounds: int | None = None + + +# 官方端点发现清单 —— 前端浏览器无法直接跨域拉取 tickflow.org/endpoints.json +# (无 CORS 头),因此由后端代理。缓存 5 分钟,失败时回退到内置列表。 +ENDPOINTS_URL = "https://tickflow.org/endpoints.json" +ENDPOINTS_TTL = 300.0 # 秒 + +# 回退列表 —— 与官方 endpoints.json 的 endpoints[] 字段对齐。 +# 当远程拉取失败时使用,保证 UI 永远有内容可显示。 +_FALLBACK_ENDPOINTS: list[dict] = [ + { + "id": "default", + "url": "https://api.tickflow.org", + "label": "默认端点", + "region": "auto", + "description": "默认端点", + "premium": False, + }, + { + "id": "hk", + "url": "https://hk-api.tickflow.org", + "label": "香港端点", + "region": "ap-east-1", + "description": "备用端点，部分地区访问更稳定", + "premium": False, + }, + { + "id": "sg", + "url": "https://sg-api.tickflow.org", + "label": "新加坡端点", + "region": "ap-southeast-1", + "description": "备用端点，亚太地区访问更稳定", + "premium": False, + }, + { + "id": "us", + "url": "https://us-api.tickflow.org", + "label": "美国端点", + "region": "us-east-1", + "description": "备用端点，欧美地区访问更稳定", + "premium": False, + }, + { + "id": "cn", + "url": "https://139.196.55.234:50443", + "label": "中国大陆端点（Beta）", + "region": "cn-east-1", + "description": "备用端点，中国大陆地区访问更稳定，目前处于测试阶段，谨慎使用", + "premium": False, + }, + { + "id": "cn-premium", + "url": "https://106.15.238.72:50443", + "label": "中国大陆专线端点", + "region": "cn-east-1", + "description": "专线加速端点，需要专线加速权限（该权限包含在 Expert 及以上套餐中，也可通过自定义组合单独开通）", + "premium": True, + }, +] + +# 进程内缓存:{ "ts": float, "data": dict } +_endpoints_cache: dict = {"ts": 0.0, "data": None} + + +@router.get("/endpoints") +def list_endpoints() -> dict: + """代理拉取 tickflow.org/endpoints.json 并返回规范化端点列表。 + + 前端无法跨域直连该 URL(无 CORS 头),故由本接口代理。带 8s 超时、 + 5 分钟内存缓存,远程失败时回退到内置列表,保证 UI 始终有内容。 + 返回结构与原始 endpoints.json 一致(透传 schema/version 等元信息)。 + """ + import httpx + + now = time.monotonic() + cached = _endpoints_cache.get("data") + if cached is not None and (now - _endpoints_cache["ts"]) < ENDPOINTS_TTL: + return cached + + source = "remote" + data: dict | None = None + try: + resp = httpx.get(ENDPOINTS_URL, timeout=8.0, follow_redirects=True) + if resp.status_code == 200: + parsed = resp.json() + eps = parsed.get("endpoints") + # 校验:必须是列表且每项含必要字段,否则视为无效 + if isinstance(eps, list) and all( + isinstance(e, dict) and "url" in e for e in eps + ): + data = { + "version": parsed.get("version", 1), + "description": parsed.get( + "description", "TickFlow API 端点配置" + ), + "healthPath": parsed.get("healthPath", "/health"), + "testRounds": parsed.get("testRounds", 5), + "endpoints": eps, + } + except (httpx.HTTPError, ValueError): + logger.warning("拉取 endpoints.json 失败，使用内置回退列表", exc_info=True) + + if data is None: + source = "fallback" + data = { + "version": 1, + "description": "TickFlow API 端点配置", + "healthPath": "/health", + "testRounds": 5, + "endpoints": _FALLBACK_ENDPOINTS, + } + + # 标记数据来源,便于前端提示(回退时显示"内置列表")。 + data["source"] = source + _endpoints_cache["ts"] = now + _endpoints_cache["data"] = data + return data + + +async def _http_ping(url: str, timeout: float = 10.0) -> float | None: + """单次异步 GET 请求并返回延迟(ms),失败返回 None。 + + 对齐官方 latency_test.py:用 /health 轻量端点测真实网络延迟, + 不携带 API Key(/health 公开)。异步实现,保证多端点并行测速不阻塞。 + """ + import httpx + + t0 = time.perf_counter() + try: + async with httpx.AsyncClient(timeout=timeout, follow_redirects=True) as client: + resp = await client.get(url) + dt = (time.perf_counter() - t0) * 1000 + # 只把 <400 视为成功;4xx/5xx 也算"不可达" + if resp.status_code < 400: + return round(dt, 2) + return None + except (httpx.TimeoutException, httpx.ConnectError, httpx.HTTPError, OSError): + return None + + +@router.post("/test_endpoint") +async def test_endpoint(req: TestEndpointIn) -> dict: + """测试端点网络延迟:对 /health 多轮探测取中位数。 + + 参考 TickFlow 官方 latency_test.py: + - 路径用 /health(公开、轻量),反映真实网络延迟而非业务接口耗时 + - 多轮探测(默认 5 轮,取自 endpoints.json 的 testRounds),间隔 0.3s + - 返回 median/min/max/success,前端显示中位数 + - 异步实现,保证"全部测速"时多端点真正并行 + """ + import asyncio + import statistics + + base = req.url.rstrip("/") + rounds = max(1, min(10, req.rounds or _endpoints_cache.get("data", {}).get("testRounds", 5))) + health_url = base + "/health" + + latencies: list[float] = [] + for _ in range(rounds): + ms = await _http_ping(health_url) + if ms is not None: + latencies.append(ms) + # 官方脚本间隔 0.3s;末轮无需等待 + await asyncio.sleep(0.3) + + success = len(latencies) + if success == 0: + return { + "ok": False, + "error": "不可达", + "url": req.url, + "rounds": rounds, + "success": 0, + "median_ms": None, + "min_ms": None, + "max_ms": None, + } + + median = round(statistics.median(latencies), 2) + return { + "ok": True, + "url": req.url, + "rounds": rounds, + "success": success, + "median_ms": median, + "min_ms": round(min(latencies), 2), + "max_ms": round(max(latencies), 2), + # 兼容旧字段:取中位数作为代表延迟 + "latency_ms": median, + } + + +class PipelineScheduleIn(BaseModel): + hour: int + minute: int + + +@router.put("/preferences/pipeline-schedule") +def update_pipeline_schedule(req: PipelineScheduleIn, request: Request) -> dict: + """保存盘后管道调度时间并立即 reschedule。""" + from app.services import preferences + sched = preferences.set_pipeline_schedule(req.hour, req.minute) + + # 动态 reschedule + from apscheduler.triggers.cron import CronTrigger + scheduler = getattr(request.app.state, "scheduler", None) + if scheduler: + scheduler.reschedule_job( + "daily_pipeline", + trigger=CronTrigger( + day_of_week="mon-fri", + hour=sched["hour"], + minute=sched["minute"], + timezone="Asia/Shanghai", + ), + ) + logger.info("pipeline rescheduled to %02d:%02d mon-fri", sched["hour"], sched["minute"]) + + return sched + + +@router.put("/preferences/instruments-schedule") +def update_instruments_schedule(req: PipelineScheduleIn, request: Request) -> dict: + """保存盘前标的维表调度时间并立即 reschedule。""" + from app.services import preferences + sched = preferences.set_instruments_schedule(req.hour, req.minute) + + from apscheduler.triggers.cron import CronTrigger + scheduler = getattr(request.app.state, "scheduler", None) + if scheduler: + scheduler.reschedule_job( + "pre_market_instruments", + trigger=CronTrigger( + day_of_week="mon-fri", + hour=sched["hour"], + minute=sched["minute"], + timezone="Asia/Shanghai", + ), + ) + return sched + + +class EnrichedBatchSizeIn(BaseModel): + size: int + + +@router.put("/preferences/enriched-batch-size") +def update_enriched_batch_size(req: EnrichedBatchSizeIn) -> dict: + """保存 enriched 全量计算批次大小。""" + from app.services import preferences + size = preferences.set_enriched_batch_size(req.size) + return {"enriched_batch_size": size} + + +class IndexDailyBatchSizeIn(BaseModel): + size: int + + +@router.put("/preferences/index-daily-batch-size") +def update_index_daily_batch_size(req: IndexDailyBatchSizeIn) -> dict: + """保存指数日 K 同步批次大小。""" + from app.services import preferences + size = preferences.set_index_daily_batch_size(req.size) + return {"index_daily_batch_size": size} diff --git a/backend/app/api/signals.py b/backend/app/api/signals.py new file mode 100644 index 0000000..66e1772 --- /dev/null +++ b/backend/app/api/signals.py @@ -0,0 +1,100 @@ +"""自定义信号 API 路由 — HTTP 请求 → 调用 custom_signals 模块 → 返回响应。 + +只做胶水：校验 → 持久化 → 失效缓存。不含表达式编译逻辑。 +""" +from __future__ import annotations + +from pathlib import Path + +from fastapi import APIRouter, HTTPException, Request +from pydantic import BaseModel + +from app.strategy import custom_signals + +router = APIRouter(prefix="/api/custom-signals", tags=["custom-signals"]) + + +def _data_dir(request: Request) -> Path: + return request.app.state.repo.store.data_dir + + +def _invalidate() -> None: + """失效 pipeline 的自定义信号缓存，下次计算重新加载。""" + from app.indicators.pipeline import invalidate_custom_signals + invalidate_custom_signals() + + +class ConditionModel(BaseModel): + left: str # 字段名（须在白名单） + op: str # > >= < <= == != + right: str # "field:xxx" 或数字字符串 + + +class SignalModel(BaseModel): + id: str + name: str + kind: str # entry | exit | both + conditions: list[ConditionModel] + enabled: bool = True + + +# ── 字段选项 / 运算符 ─────────────────────────────────── + + +@router.get("/options") +def get_options(): + """返回可选字段与运算符，供前端下拉框使用。""" + # 字段带中文标签（取自 ENRICHED_COLUMNS，回退为字段名本身） + from app.indicators.pipeline import ENRICHED_COLUMNS + + fields = [ + {"key": f, "label": ENRICHED_COLUMNS.get(f, f)} + for f in sorted(custom_signals.ALLOWED_FIELDS) + ] + return { + "fields": fields, + "operators": [">", ">=", "<", "<=", "==", "!="], + "kinds": [ + {"key": "entry", "label": "买入"}, + {"key": "exit", "label": "卖出"}, + {"key": "both", "label": "买卖通用"}, + ], + } + + +# ── 列表 ─────────────────────────────────────────────── + + +@router.get("") +def list_signals(request: Request): + sigs = custom_signals.load_all(_data_dir(request)) + return {"signals": sigs} + + +# ── 新建 / 更新 ──────────────────────────────────────── + + +@router.post("") +def save_signal(req: SignalModel, request: Request): + sig = req.model_dump() + try: + custom_signals.validate(sig) + except ValueError as e: + raise HTTPException(status_code=400, detail=str(e)) + custom_signals.save_one(_data_dir(request), sig) + _invalidate() + return {"ok": True, "signal": sig} + + +# ── 删除 ─────────────────────────────────────────────── + + +@router.delete("/{signal_id}") +def delete_signal(signal_id: str, request: Request): + if not custom_signals.ID_RE.match(signal_id): + raise HTTPException(status_code=400, detail="信号 id 非法") + deleted = custom_signals.delete_one(_data_dir(request), signal_id) + if not deleted: + raise HTTPException(status_code=404, detail="信号不存在") + _invalidate() + return {"ok": True} diff --git a/backend/app/api/strategy.py b/backend/app/api/strategy.py new file mode 100644 index 0000000..a462e5e --- /dev/null +++ b/backend/app/api/strategy.py @@ -0,0 +1,468 @@ +"""策略 API 路由 — HTTP 请求 → 调用策略模块 → 返回响应。 + +只做胶水，不含业务逻辑。 +""" +from __future__ import annotations + +import math +from dataclasses import asdict +from datetime import date +from pathlib import Path +from typing import Any + +from fastapi import APIRouter, HTTPException, Request +from pydantic import BaseModel + +from app.strategy import config as strategy_config +from app.strategy.engine import StrategyEngine, StrategyDef +from app.strategy.ai_generator import AIStrategyGenerator +from app.strategy.prompt_builder import build_step1, build_step2 +from app.strategy.monitor import StrategyMonitorService, StrategyAlert + +router = APIRouter(prefix="/api/strategies", tags=["strategies"]) + +# ── Helpers ────────────────────────────────────────────────────────── + + +def _get_engine(request: Request) -> StrategyEngine: + engine = getattr(request.app.state, "strategy_engine", None) + if not engine: + raise HTTPException(status_code=503, detail="策略引擎未初始化") + return engine + + +def _get_monitor(request: Request) -> StrategyMonitorService: + mon = getattr(request.app.state, "strategy_monitor", None) + if not mon: + raise HTTPException(status_code=503, detail="策略监控未初始化") + return mon + + +def _data_dir(request: Request) -> Path: + return request.app.state.repo.store.data_dir + + +def _safe(result_dict: dict) -> dict: + rows = result_dict.get("rows", []) + for r in rows: + for k, v in list(r.items()): + if isinstance(v, float) and not math.isfinite(v): + r[k] = None + return result_dict + + +def _strategy_detail(s: StrategyDef, overrides: dict | None = None) -> dict: + """策略详情（含用户覆盖）""" + bf = {**s.basic_filter} + scoring = dict(s.meta.get("scoring", {})) + params_defaults = {p["id"]: p["default"] for p in s.meta.get("params", [])} + + if overrides: + if overrides.get("basic_filter"): + bf.update(overrides["basic_filter"]) + if overrides.get("scoring"): + scoring.update(overrides["scoring"]) + # 用户保存的参数覆盖默认值: 合并进 params_defaults, 前端据此回显 + if overrides.get("params"): + params_defaults.update(overrides["params"]) + + # 名称/描述可被用户覆盖 + name = overrides.get("name", s.meta.get("name", "")) if overrides else s.meta.get("name", "") + description = overrides.get("description", s.meta.get("description", "")) if overrides else s.meta.get("description", "") + + return { + "id": s.meta["id"], + "name": name or s.meta.get("name", ""), + "description": description or s.meta.get("description", ""), + "tags": s.meta.get("tags", []), + "source": s.source, + "version": s.meta.get("version", "1.0.0"), + "basic_filter": bf, + "params": s.meta.get("params", []), + "params_defaults": params_defaults, + "scoring": scoring, + "entry_signals": s.entry_signals, + "exit_signals": s.exit_signals, + "stop_loss": overrides.get("stop_loss", s.stop_loss) if overrides else s.stop_loss, + "trailing_stop": getattr(s, "trailing_stop", None), + "trailing_take_profit_activate": getattr(s, "trailing_take_profit_activate", None), + "trailing_take_profit_drawdown": getattr(s, "trailing_take_profit_drawdown", None), + "max_hold_days": overrides.get("max_hold_days", s.max_hold_days) if overrides else s.max_hold_days, + "alerts": s.alerts, + "order_by": s.meta.get("order_by", "score"), + "descending": s.meta.get("descending", True), + "limit": s.meta.get("limit", 30), + "display_limit": overrides.get("display_limit") if overrides and "display_limit" in overrides else None, + } + + +# ── Request Models ─────────────────────────────────────────────────── + + +class RunRequest(BaseModel): + strategy_id: str + as_of: date | None = None + pool: list[str] | None = None + params: dict | None = None + + +class RunAllRequest(BaseModel): + as_of: date | None = None + + +class SaveConfigRequest(BaseModel): + strategy_id: str + overrides: dict + + +class AIGenerateRequest(BaseModel): + prompt: str + + +class AISaveRequest(BaseModel): + code: str + strategy_id: str + + +class MonitorStartRequest(BaseModel): + strategy_id: str + + +# ── 列表 / 详情 ───────────────────────────────────────────────────── + + +@router.get("") +def list_strategies(request: Request): + engine = _get_engine(request) + data_dir = _data_dir(request) + all_overrides = strategy_config.list_overrides(data_dir) + + result = [] + for meta in engine.list_strategies(): + sid = meta["id"] + s = engine.get(sid) + overrides = all_overrides.get(sid) + result.append(_strategy_detail(s, overrides)) + return {"strategies": result} + + +@router.get("/{strategy_id}") +def get_strategy(strategy_id: str, request: Request): + engine = _get_engine(request) + try: + s = engine.get(strategy_id) + except ValueError as e: + raise HTTPException(status_code=404, detail=str(e)) from e + overrides = strategy_config.load_override(_data_dir(request), strategy_id) + return _strategy_detail(s, overrides or None) + + +# ── 执行选股 ───────────────────────────────────────────────────────── + + +@router.post("/run") +def run_strategy(req: RunRequest, request: Request): + engine = _get_engine(request) + data_dir = _data_dir(request) + + # 读取用户覆盖配置 + overrides = strategy_config.load_override(data_dir, req.strategy_id) + params = req.params or {} + # 合并用户保存的策略参数 + if overrides.get("params"): + merged = dict(overrides["params"]) + merged.update(params) # 请求里的优先 + params = merged + + # 确定日期 + as_of = req.as_of + if not as_of: + from app.services.screener import ScreenerService + svc = ScreenerService(request.app.state.repo) + as_of = svc.latest_date() + if not as_of: + raise HTTPException(status_code=400, detail="无可用数据日期") + + try: + result = engine.run( + req.strategy_id, as_of, + pool=req.pool, + params=params, + overrides=overrides or None, + ) + except ValueError as e: + raise HTTPException(status_code=404, detail=str(e)) from e + + return _safe(asdict(result)) + + +@router.post("/run-all") +def run_all(req: RunAllRequest, request: Request): + engine = _get_engine(request) + data_dir = _data_dir(request) + + as_of = req.as_of + if not as_of: + from app.services.screener import ScreenerService + svc = ScreenerService(request.app.state.repo) + as_of = svc.latest_date() + if not as_of: + return {"as_of": None, "results": {}} + + all_overrides = strategy_config.list_overrides(data_dir) + results: dict[str, dict] = {} + for sid, result in engine.run_all(as_of, overrides_map=all_overrides).items(): + results[sid] = {"total": result.total, "as_of": str(as_of)} + + return {"as_of": str(as_of), "results": results} + + +# ── 配置持久化 ─────────────────────────────────────────────────────── + + +@router.post("/config") +def save_config(req: SaveConfigRequest, request: Request): + engine = _get_engine(request) + if not engine.has(req.strategy_id): + raise HTTPException(status_code=404, detail=f"策略 {req.strategy_id} 不存在") + + # 剥离与策略默认值相同的字段，只保存用户真正修改过的值 + overrides = _strip_defaults(req.strategy_id, req.overrides, engine) + + strategy_config.save_override(_data_dir(request), req.strategy_id, overrides) + return {"ok": True} + + +def _strip_defaults(strategy_id: str, overrides: dict, engine) -> dict: + """剥离与策略默认值相同的字段，避免默认值被固化到 override 中。 + + 核心问题: 前端把策略的默认 basic_filter 全量发回后端保存， + 导致隐含的默认过滤条件 (如 market_cap_min, amount_min) 被写入 override 文件。 + 即使前端 UI 不展示这些字段，它们仍会在策略运行时生效。 + """ + s = engine.get(strategy_id) + result = dict(overrides) + + # 处理 basic_filter: 只保留与策略默认值不同的键 + bf = result.get("basic_filter") + if bf and isinstance(bf, dict): + default_bf = s.basic_filter if s else {} + stripped_bf = {} + for k, v in bf.items(): + default_val = default_bf.get(k) + # 保留与默认值不同的键，以及没有默认值的键 + if k not in default_bf or v != default_val: + stripped_bf[k] = v + if stripped_bf: + result["basic_filter"] = stripped_bf + else: + del result["basic_filter"] + + return result + + +@router.delete("/config/{strategy_id}") +def reset_config(strategy_id: str, request: Request): + strategy_config.delete_override(_data_dir(request), strategy_id) + return {"ok": True} + + +# ── AI 生成 ─────────────────────────────────────────────────────────── + +class BuildRequest(BaseModel): + """两步策略构建请求""" + step: int # 1 / 2 + # step1 字段 + name: str = "" + description: str = "" + direction: str = "long" + rules: str = "" + strategy_id: str = "" + # step2 字段 + current_code: str = "" + instruction: str = "" + + +@router.get("/ai/status") +def ai_status(request: Request): + """检查 AI 配置状态""" + from app.config import settings + from app import secrets_store + has_key = bool(secrets_store.get_ai_key()) + has_model = bool(settings.ai_model) + return {"configured": has_key and has_model, "has_key": has_key, "has_model": has_model} + + +@router.get("/{strategy_id}/source") +def get_strategy_source(strategy_id: str, request: Request): + """获取策略源文件内容（用于 AI 修改）""" + from pathlib import Path + + # 先查 StrategyEngine 获取文件路径 + engine = _get_engine(request) + try: + s = engine.get(strategy_id) + except ValueError: + raise HTTPException(status_code=404, detail=f"策略 {strategy_id} 不存在") + + path = s.file_path + if not path or not path.exists(): + raise HTTPException(status_code=404, detail="策略源文件不存在") + + return {"code": path.read_text(encoding="utf-8"), "source": s.source} + + +@router.post("/ai/test") +async def ai_test(request: Request): + """测试 AI 连通性 — 发送简单请求验证 Key 和模型""" + from app.config import settings + from app import secrets_store + from openai import AsyncOpenAI + + ai_key = secrets_store.get_ai_key() + if not ai_key: + return {"ok": False, "error": "未配置 API Key"} + + try: + client = AsyncOpenAI(api_key=ai_key, base_url=settings.ai_base_url) + resp = await client.chat.completions.create( + model=settings.ai_model, + messages=[{"role": "user", "content": "回复 OK"}], + max_tokens=5, + timeout=15, + ) + return {"ok": True, "model": resp.model, "usage": {"prompt": resp.usage.prompt_tokens, "completion": resp.usage.completion_tokens} if resp.usage else None} + except Exception as e: + return {"ok": False, "error": str(e)} + + +@router.post("/build") +async def build_strategy(req: BuildRequest, request: Request): + """两步策略构建。 + step1: name + description + direction + rules → 完整策略 + step2: current_code + instruction → 修改任意部分 + """ + gen = AIStrategyGenerator() + + if req.step == 1: + prompt = build_step1(req.name, req.description, req.direction, req.rules, req.strategy_id) + elif req.step == 2: + prompt = build_step2(req.current_code, req.instruction) + else: + raise HTTPException(status_code=400, detail=f"无效步骤: {req.step}") + + try: + result = await gen.generate(prompt) + except RuntimeError as e: + raise HTTPException(status_code=400, detail=str(e)) from e + return result + + + +@router.post("/ai/generate") +async def ai_generate(req: AIGenerateRequest, request: Request): + try: + gen = AIStrategyGenerator() + result = await gen.generate(req.prompt) + except RuntimeError as e: + raise HTTPException(status_code=400, detail=str(e)) from e + except Exception as e: + raise HTTPException(status_code=500, detail=f"AI生成失败: {e}") from e + return result + + +@router.post("/ai/save") +async def ai_save(req: AISaveRequest, request: Request): + data_dir = _data_dir(request) + out_dir = data_dir / "strategies" / "ai" + out_dir.mkdir(parents=True, exist_ok=True) + path = out_dir / f"{req.strategy_id}.py" + previous_code = path.read_text(encoding="utf-8") if path.exists() else None + path.write_text(req.code, encoding="utf-8") + + # 热重载，并确认保存的策略真的被引擎加载。 + engine = _get_engine(request) + engine.reload() + if not engine.has(req.strategy_id): + if previous_code is None: + path.unlink(missing_ok=True) + else: + path.write_text(previous_code, encoding="utf-8") + engine.reload() + raise HTTPException( + status_code=400, + detail=f"策略保存成功但加载失败: {req.strategy_id}，请检查代码语法和 META.id 是否一致", + ) + return {"ok": True, "path": str(path)} + + +@router.delete("/{strategy_id}") +def delete_strategy(strategy_id: str, request: Request): + """删除自定义策略 — 清除 .py 文件 + overrides + 热重载。内置策略不可删除。""" + from pathlib import Path + + engine = _get_engine(request) + try: + s = engine.get(strategy_id) + except ValueError: + raise HTTPException(status_code=404, detail=f"策略 {strategy_id} 不存在") + + if s.source == "builtin": + raise HTTPException(status_code=403, detail="内置策略不可删除") + + # 删除策略文件 + if s.file_path and s.file_path.exists(): + s.file_path.unlink() + + # 删除 overrides + data_dir = _data_dir(request) + override_path = data_dir / "user_data" / "strategy_overrides" / f"{strategy_id}.json" + if override_path.exists(): + override_path.unlink() + + # 热重载 + engine.reload() + return {"ok": True} + + +# ── 监控 ───────────────────────────────────────────────────────────── + + +@router.post("/monitor/start") +def monitor_start(req: MonitorStartRequest, request: Request): + engine = _get_engine(request) + monitor = _get_monitor(request) + try: + s = engine.get(req.strategy_id) + except ValueError as e: + raise HTTPException(status_code=404, detail=str(e)) from e + + monitor.start(req.strategy_id, { + "entry_signals": s.entry_signals, + "exit_signals": s.exit_signals, + "alerts": s.alerts, + }) + return {"ok": True, "watching": list(monitor.watching.keys())} + + +@router.post("/monitor/stop/{strategy_id}") +def monitor_stop(strategy_id: str, request: Request): + monitor = _get_monitor(request) + monitor.stop(strategy_id) + return {"ok": True, "watching": list(monitor.watching.keys())} + + +@router.get("/monitor/status") +def monitor_status(request: Request): + monitor = _get_monitor(request) + return {"watching": list(monitor.watching.keys())} + + +# ── 热重载 ─────────────────────────────────────────────────────────── + + +@router.post("/reload") +def reload_strategies(request: Request): + engine = _get_engine(request) + engine.reload() + return {"ok": True, "count": len(engine.list_strategies())} diff --git a/backend/app/api/watchlist.py b/backend/app/api/watchlist.py new file mode 100644 index 0000000..183b875 --- /dev/null +++ b/backend/app/api/watchlist.py @@ -0,0 +1,202 @@ +"""自选股 API。""" +from __future__ import annotations + +import logging +import math +import time +from datetime import date + +import polars as pl +from fastapi import APIRouter, Query, Request +from pydantic import BaseModel + +from app.services import watchlist + +logger = logging.getLogger(__name__) + +router = APIRouter(prefix="/api/watchlist", tags=["watchlist"]) + + +class AddRequest(BaseModel): + symbol: str + note: str = "" + + +class BatchAddRequest(BaseModel): + symbols: list[str] + note: str = "" + + +@router.get("") +def list_all(): + return {"symbols": watchlist.list_symbols()} + + +@router.post("") +def add_one(req: AddRequest): + rows = watchlist.add(req.symbol, req.note) + return {"symbols": rows} + + +@router.post("/batch") +def add_batch(req: BatchAddRequest): + for sym in req.symbols: + watchlist.add(sym, req.note) + return {"symbols": watchlist.list_symbols(), "added": len(req.symbols)} + + +@router.delete("/{symbol}") +def remove_one(symbol: str): + rows = watchlist.remove(symbol) + return {"symbols": rows} + + +@router.delete("") +def clear_all(): + """清空自选列表。""" + count = watchlist.clear() + return {"removed": count} + + +# 自选页需要的列 +_WATCHLIST_COLS = [ + "symbol", "close", "change_pct", "change_amount", "amount", + "turnover_rate", + "amplitude", "annual_vol_20d", + "vol_ratio_5d", + "ma5", "ma10", "ma20", "ma60", + "vol_ma5", "vol_ma10", + "high_60d", "low_60d", + "rsi_6", "rsi_14", "rsi_24", + "macd_dif", "macd_dea", "macd_hist", + "kdj_k", "kdj_d", "kdj_j", + "boll_upper", "boll_lower", + "atr_14", + "momentum_5d", "momentum_10d", "momentum_20d", "momentum_30d", "momentum_60d", + "consecutive_limit_ups", "consecutive_limit_downs", + "signal_limit_up", "signal_limit_down", "signal_volume_surge", + "signal_ma_golden_5_20", "signal_macd_golden", "signal_n_day_high", + "signal_boll_breakout_upper", "signal_ma20_breakout", + "signal_ma_dead_5_20", "signal_macd_dead", "signal_n_day_low", + "signal_boll_breakdown_lower", "signal_ma20_breakdown", +] + + +@router.get("/enriched") +def watchlist_enriched( + request: Request, + ext_columns: str | None = Query(None, description="逗号分隔的 ext 列: config_id.field_name"), +): + """自选股 enriched 数据 — 直接从 enriched 最新日读取, 无即时计算。 + + ext_columns 参数示例: "industry_rating.score,fund_flow.net_inflow" + 会动态 LEFT JOIN 对应的 ext_{config_id} DuckDB view。 + """ + t0 = time.perf_counter() + + repo = request.app.state.repo + symbols = [r["symbol"] for r in watchlist.list_symbols()] + if not symbols: + return {"rows": [], "as_of": None, "elapsed_ms": 0} + + df_e, cache_date = repo.get_enriched_latest() + if df_e.is_empty(): + return {"rows": [], "as_of": None, "elapsed_ms": 0} + + # 按 symbol 过滤 + df = df_e.filter(pl.col("symbol").is_in(symbols)) + if df.is_empty(): + return {"rows": [], "as_of": str(cache_date) if cache_date else None, "elapsed_ms": 0} + + # JOIN instruments 取 name + float_shares + df_i = repo.get_instruments() + if not df_i.is_empty() and "name" in df_i.columns: + inst_cols = [c for c in ["symbol", "name", "float_shares"] if c in df_i.columns] + df = df.join(df_i.select(inst_cols), on="symbol", how="left") + + # 选择内置需要的列 + keep = [c for c in _WATCHLIST_COLS + ["name", "float_shares"] if c in df.columns] + df = df.select(keep) + + # 动态 JOIN 扩展数据表 + ext_specs = _parse_ext_columns(ext_columns) if ext_columns else [] + if ext_specs: + db = repo.store.db + data_dir = repo.store.data_dir + from app.services.ext_data import ExtConfigStore + from app.api.ext_data import _read_ext_dataframe + + ext_store = ExtConfigStore(data_dir) + configs = {c.id: c for c in ext_store.load_all()} + + for config_id, field_name in ext_specs: + view_name = f"ext_{config_id}" + ext_col_name = f"{config_id}__{field_name}" + try: + # 扩展时序数据必须只取最新分区；否则一个 symbol 会按历史分区数被 JOIN 放大。 + cfg = configs.get(config_id) + if cfg: + ext_df, _ = _read_ext_dataframe(cfg, data_dir) + else: + ext_df = pl.from_arrow(db.query( + f"SELECT symbol, \"{field_name}\" FROM {view_name}" + ).arrow()) + if not ext_df.is_empty() and "symbol" in ext_df.columns: + ext_df = ( + ext_df + .select(["symbol", field_name]) + .unique(subset=["symbol"], keep="last") + .rename({field_name: ext_col_name}) + ) + df = df.join(ext_df.select(["symbol", ext_col_name]), on="symbol", how="left") + except Exception: + # view 不存在或字段不存在，尝试直接读 parquet + cfg = configs.get(config_id) + if cfg: + try: + ext_df, _ = _read_ext_dataframe(cfg, data_dir) + if not ext_df.is_empty() and "symbol" in ext_df.columns and field_name in ext_df.columns: + ext_df = ( + ext_df + .select(["symbol", field_name]) + .unique(subset=["symbol"], keep="last") + .rename({field_name: ext_col_name}) + ) + df = df.join(ext_df, on="symbol", how="left") + except Exception as e2: + logger.debug("ext join fallback failed for %s.%s: %s", config_id, field_name, e2) + + # sanitize NaN / Inf + float_cols = [c for c in df.columns if df[c].dtype.is_float()] + if float_cols: + df = df.with_columns([ + pl.when(pl.col(c).is_nan() | pl.col(c).is_infinite()) + .then(None) + .otherwise(pl.col(c)) + .alias(c) + for c in float_cols + ]) + + # 按自选添加顺序（新加的在前）重排行 + order_map = {s: i for i, s in enumerate(symbols)} + df = df.with_columns(pl.col("symbol").map_elements(lambda s: order_map.get(s, len(symbols)), return_dtype=pl.Int32).alias("_sort_order")) + df = df.sort("_sort_order").drop("_sort_order") + + rows = df.to_dicts() + elapsed = (time.perf_counter() - t0) * 1000 + return {"rows": rows, "as_of": str(cache_date) if cache_date else None, "elapsed_ms": elapsed} + + +def _parse_ext_columns(ext_columns: str) -> list[tuple[str, str]]: + """解析 'config_id1.field1,config_id2.field2' 为 [(config_id, field_name), ...]""" + result = [] + for part in ext_columns.split(","): + part = part.strip() + if "." not in part: + continue + config_id, field_name = part.split(".", 1) + config_id = config_id.strip() + field_name = field_name.strip() + if config_id and field_name: + result.append((config_id, field_name)) + return result diff --git a/backend/app/backtest/__init__.py b/backend/app/backtest/__init__.py new file mode 100644 index 0000000..adfd49b --- /dev/null +++ b/backend/app/backtest/__init__.py @@ -0,0 +1,4 @@ +"""回测模块 — 因子回测 + 策略回测 + 信号回测。 + +架构: BacktestEngine (共享) → FactorBacktestService / StrategyBacktestService +""" diff --git a/backend/app/backtest/engine.py b/backend/app/backtest/engine.py new file mode 100644 index 0000000..ad11712 --- /dev/null +++ b/backend/app/backtest/engine.py @@ -0,0 +1,1485 @@ +"""回测引擎 — 共享数据加载 + 撮合 + 统计计算。 + +纯 Polars/NumPy 实现，不依赖 pandas/vectorbt。 +""" +from __future__ import annotations + +import hashlib +import logging +import time +from collections import OrderedDict +from dataclasses import dataclass +from datetime import date +from typing import Callable + +logger = logging.getLogger(__name__) +from typing import Literal + +import numpy as np +import polars as pl + +from app.tickflow.repository import KlineRepository + +logger = logging.getLogger(__name__) + + +# ================================================================ +# 数据结构 +# ================================================================ + +@dataclass +class MatcherConfig: + matching: Literal["close_t", "open_t+1"] = "close_t" + fees_pct: float = 0.0002 + slippage_bps: float = 5.0 + stop_loss_pct: float | None = None + trailing_stop_pct: float | None = None + trailing_take_profit_activate_pct: float | None = None + trailing_take_profit_drawdown_pct: float | None = None + max_hold_days: int | None = None + max_positions: int = 10 + max_exposure_pct: float = 1.0 + score_min: float | None = None + score_max: float | None = None + initial_capital: float = 1_000_000.0 + position_sizing: Literal["equal", "score_weight"] = "equal" + + +@dataclass +class TradeRecord: + symbol: str + entry_date: date + exit_date: date + entry_price: float + exit_price: float + pnl_pct: float + duration: int + exit_reason: str # "signal" | "stop_loss" | "trailing_stop" | "trailing_take_profit" | "max_hold" | "end" + name: str = "" + shares: float = 0.0 + lots: float = 0.0 + position_pct: float = 0.0 + entry_value: float = 0.0 + exit_value: float = 0.0 + pnl_amount: float = 0.0 + entry_score: float | None = None + entry_signal_date: date | str | None = None + exit_signal_date: date | str | None = None + blocked_exit_days: int = 0 + + +@dataclass +class SimResult: + equity_curve: list[dict] # [{date, value}] + drawdown_curve: list[dict] # [{date, value}] + trades: list[TradeRecord] + per_symbol_stats: list[dict] + stats: dict + + +# ================================================================ +# PanelCache — 避免重复 scan_parquet + compute_all +# ================================================================ + +class _CacheEntry: + __slots__ = ("df", "ts") + + def __init__(self, df: pl.DataFrame, ts: float): + self.df = df + self.ts = ts + + +class PanelCache: + """LRU + TTL 数据面板缓存。""" + + def __init__(self, max_size: int = 2, ttl_seconds: int = 180): + self._cache: OrderedDict[str, _CacheEntry] = OrderedDict() + self._max_size = max_size + self._ttl = ttl_seconds + + def get_or_compute( + self, + symbols: list[str] | None, + start: date, + end: date, + columns: list[str] | None, + compute_fn, + ) -> pl.DataFrame: + key = self._make_key(symbols, start, end, columns) + now = time.monotonic() + + if key in self._cache: + entry = self._cache[key] + if now - entry.ts < self._ttl: + self._cache.move_to_end(key) + return entry.df + del self._cache[key] + + df = compute_fn(symbols, start, end, columns) + self._cache[key] = _CacheEntry(df=df, ts=now) + if len(self._cache) > self._max_size: + self._cache.popitem(last=False) + return df + + def invalidate(self) -> None: + self._cache.clear() + + @staticmethod + def _make_key(symbols: list[str] | None, start: date, end: date, columns: list[str] | None) -> str: + if symbols is None: + h = "all" + else: + h = hashlib.md5(",".join(sorted(symbols)).encode()).hexdigest()[:12] + cols = "all" if columns is None else hashlib.md5(",".join(sorted(columns)).encode()).hexdigest()[:8] + return f"{h}:{start}:{end}:{cols}" + + +# ================================================================ +# BacktestEngine +# ================================================================ + +class BacktestEngine: + """回测引擎 — 数据加载 + 撮合模拟 + 统计计算。""" + + def __init__(self, repo: KlineRepository) -> None: + self.repo = repo + self._cache = PanelCache() + + # ── 数据加载 ────────────────────────────────────── + + def load_panel( + self, + symbols: list[str] | None, + start: date, + end: date, + columns: list[str] | None = None, + ) -> pl.DataFrame: + """加载 enriched 数据面板，带缓存。""" + return self._cache.get_or_compute(symbols, start, end, columns, self._load_panel_inner) + + def _load_panel_inner( + self, + symbols: list[str] | None, + start: date, + end: date, + columns: list[str] | None = None, + ) -> pl.DataFrame: + t0 = time.perf_counter() + + # 近期区间优先复用 repository 的预计算 enriched 历史缓存，避免重复 scan_parquet + compute_all。 + try: + if self.repo is not None and hasattr(self.repo, "get_enriched_range"): + cached = self.repo.get_enriched_range(start, end, symbols=symbols, columns=columns) + if cached is not None and not cached.is_empty(): + elapsed = (time.perf_counter() - t0) * 1000 + logger.info("load_panel(cache): %.0fms, %d rows, %d columns", elapsed, len(cached), len(cached.columns)) + return cached + except Exception as e: # noqa: BLE001 + logger.debug("backtest load panel cache miss: %s", e) + + enriched_glob = str(self.repo.store.data_dir / "kline_daily_enriched" / "**" / "*.parquet") + + try: + lf = pl.scan_parquet(enriched_glob) + if symbols is not None: + lf = lf.filter(pl.col("symbol").is_in(symbols)) + if columns is not None: + available = set(lf.collect_schema().names()) + selected = [c for c in columns if c in available] + if "symbol" not in selected and "symbol" in available: + selected.insert(0, "symbol") + if "date" not in selected and "date" in available: + selected.insert(1, "date") + lf = lf.select(selected) + df = ( + lf.filter( + (pl.col("date") >= start) + & (pl.col("date") <= end) + ) + .sort(["symbol", "date"]) + .collect(streaming=True) + ) + except Exception as e: + logger.warning("backtest load panel failed: %s", e) + return pl.DataFrame() + + if df.is_empty(): + return df + + if columns is not None: + elapsed = (time.perf_counter() - t0) * 1000 + logger.info("load_panel: %.0fms, %d rows, %d columns", elapsed, len(df), len(df.columns)) + return df + + from app.indicators.pipeline import compute_all + instruments = self.repo.get_instruments() + df = compute_all(df, instruments=instruments) + if not instruments.is_empty() and "name" not in df.columns: + inst_cols = [c for c in ["symbol", "name"] if c in instruments.columns] + if len(inst_cols) == 2: + df = df.join( + instruments.select(inst_cols).unique(subset=["symbol"]), + on="symbol", + how="left", + ) + + elapsed = (time.perf_counter() - t0) * 1000 + logger.info("load_panel: %.0fms, %d rows", elapsed, len(df)) + return df + + # ── 撮合模拟 ────────────────────────────────────── + + def simulate( + self, + panel: pl.DataFrame, + entries: pl.Series | None, + exits: pl.Series | None, + config: MatcherConfig, + ) -> SimResult: + """纯 NumPy 撮合模拟 — 逐 symbol 状态机。""" + if panel.is_empty(): + return self._empty_result() + + n = len(panel) + panel_dates = panel["date"].to_numpy() + panel_symbols = panel["symbol"].to_numpy() + + # 构建信号数组 + ent = np.zeros(n, dtype=bool) + ext = np.zeros(n, dtype=bool) + if entries is not None and len(entries) == n: + ent = entries.to_numpy().astype(bool) + if exits is not None and len(exits) == n: + ext = exits.to_numpy().astype(bool) + + if not ent.any(): + return self._empty_result() + + # T+1: 信号右移 1 天 + 使用开盘价撮合 + if config.matching == "open_t+1": + price_col = "open" + ent_s = np.zeros(n, dtype=bool) + ext_s = np.zeros(n, dtype=bool) + ent_s[1:] = ent[:-1] + ext_s[1:] = ext[:-1] + ent = ent_s + ext = ext_s + else: + price_col = "close" + + prices = panel[price_col].to_numpy() + close_prices = panel["close"].to_numpy() + + # 逐 symbol 撮合 + trades: list[TradeRecord] = [] + unique_symbols = np.unique(panel_symbols) + + for sym in unique_symbols: + mask = panel_symbols == sym + sym_ent = ent[mask] + sym_ext = ext[mask] + sym_prices = prices[mask] + sym_close = close_prices[mask] + sym_dates = panel_dates[mask] + + holding = False + entry_idx = -1 + entry_price = 0.0 + hold_days = 0 + + for i in range(len(sym_ent)): + if not holding: + if sym_ent[i]: + holding = True + entry_idx = i + entry_price = float(sym_prices[i]) + hold_days = 0 + else: + hold_days += 1 + exit_triggered = False + exit_reason = "" + + # 止损 — 用当日 close 检测 + if config.stop_loss_pct is not None: + pnl = (float(sym_close[i]) - entry_price) / entry_price + if pnl <= -abs(config.stop_loss_pct): + exit_triggered = True + exit_reason = "stop_loss" + + # 最大持仓天数 + if not exit_triggered and config.max_hold_days is not None: + if hold_days >= config.max_hold_days: + exit_triggered = True + exit_reason = "max_hold" + + # 信号退出 + if not exit_triggered and sym_ext[i]: + exit_triggered = True + exit_reason = "signal" + + if exit_triggered: + exit_price = float(sym_prices[i]) + pnl_pct = (exit_price - entry_price) / entry_price if entry_price > 0 else 0.0 + fee_cost = config.fees_pct * 2 + config.slippage_bps / 10000.0 * 2 + pnl_pct -= fee_cost + + e_date = sym_dates[entry_idx] + x_date = sym_dates[i] + trades.append(TradeRecord( + symbol=str(sym), + entry_date=e_date.item() if hasattr(e_date, "item") else e_date, + exit_date=x_date.item() if hasattr(x_date, "item") else x_date, + entry_price=round(entry_price, 4), + exit_price=round(exit_price, 4), + pnl_pct=round(pnl_pct, 6), + duration=int(hold_days), + exit_reason=exit_reason, + )) + holding = False + + # 净值曲线: 按出场日期归集收益 + all_dates_sorted = np.sort(np.unique(panel_dates)) + equity_curve, drawdown_curve = self._build_curves(trades, all_dates_sorted, config.initial_capital) + + # 统计 + date_min = panel_dates.min() + date_max = panel_dates.max() + d_min = date_min.item() if hasattr(date_min, "item") else date_min + d_max = date_max.item() if hasattr(date_max, "item") else date_max + stats = self._calc_stats(trades, config.initial_capital, d_min, d_max) + per_symbol = self._calc_per_symbol(trades) + + return SimResult( + equity_curve=equity_curve, + drawdown_curve=drawdown_curve, + trades=trades, + per_symbol_stats=per_symbol, + stats=stats, + ) + + def simulate_independent_candidates( + self, + panel: pl.DataFrame, + entries: pl.Series | None, + exits: pl.Series | None, + config: MatcherConfig, + progress_cb: "Callable[[dict], None] | None" = None, + cancel_event: "threading.Event | None" = None, + ) -> SimResult: + """全量候选独立执行：每个买入信号都是独立样本, 不受资金/仓位限制。""" + if panel.is_empty(): + return self._empty_result() + + n = len(panel) + panel_dates = panel["date"].to_numpy() + panel_symbols = panel["symbol"].to_numpy() + + ent_raw = np.zeros(n, dtype=bool) + ext_raw = np.zeros(n, dtype=bool) + if entries is not None and len(entries) == n: + ent_raw = entries.to_numpy().astype(bool) + if exits is not None and len(exits) == n: + ext_raw = exits.to_numpy().astype(bool) + n_candidates = int(ent_raw.sum()) + if n_candidates <= 0: + return self._empty_result() + + entry_signal_dates = np.array([None] * n, dtype=object) + exit_signal_dates = np.array([None] * n, dtype=object) + if config.matching == "open_t+1": + price_col = "open" + ent = np.zeros(n, dtype=bool) + ext = np.zeros(n, dtype=bool) + same_prev_symbol = panel_symbols[1:] == panel_symbols[:-1] + ent[1:] = ent_raw[:-1] & same_prev_symbol + ext[1:] = ext_raw[:-1] & same_prev_symbol + for idx in np.flatnonzero(ent): + entry_signal_dates[idx] = self._date_str(panel_dates[idx - 1]) + for idx in np.flatnonzero(ext): + exit_signal_dates[idx] = self._date_str(panel_dates[idx - 1]) + else: + price_col = "close" + ent = ent_raw + ext = ext_raw + for idx in np.flatnonzero(ent): + entry_signal_dates[idx] = self._date_str(panel_dates[idx]) + for idx in np.flatnonzero(ext): + exit_signal_dates[idx] = self._date_str(panel_dates[idx]) + + prices = panel[price_col].to_numpy() + open_prices = panel["open"].to_numpy() + high_prices = panel["high"].to_numpy() if "high" in panel.columns else open_prices + low_prices = panel["low"].to_numpy() + close_prices = panel["close"].to_numpy() + has_volume = "volume" in panel.columns + volumes = panel["volume"].fill_null(0).to_numpy() if has_volume else np.ones(n, dtype=float) + names = panel["name"].fill_null("").to_numpy() if "name" in panel.columns else np.array([""] * n) + scores = panel["score"].fill_null(0).to_numpy() if "score" in panel.columns else np.zeros(n, dtype=float) + trade_scores = scores.copy() + if config.matching == "open_t+1": + trade_scores[1:] = np.where(panel_symbols[1:] == panel_symbols[:-1], scores[:-1], trade_scores[1:]) + limit_up_flags = ( + panel["signal_limit_up"].fill_null(False).to_numpy().astype(bool) + if "signal_limit_up" in panel.columns else np.zeros(n, dtype=bool) + ) + limit_down_flags = ( + panel["signal_limit_down"].fill_null(False).to_numpy().astype(bool) + if "signal_limit_down" in panel.columns else np.zeros(n, dtype=bool) + ) + + symbol_rows: dict[str, list[int]] = {} + row_pos_in_symbol = np.zeros(n, dtype=int) + for i, sym_value in enumerate(panel_symbols): + sym = str(sym_value) + rows = symbol_rows.setdefault(sym, []) + row_pos_in_symbol[i] = len(rows) + rows.append(i) + + buy_cost_pct = config.fees_pct + config.slippage_bps / 10000.0 + sell_cost_pct = config.fees_pct + config.slippage_bps / 10000.0 + score_min = getattr(config, "score_min", None) + score_max = getattr(config, "score_max", None) + close_mode = config.matching == "close_t" + trades: list[TradeRecord] = [] + execution_stats: dict[str, int] = { + "buy_invalid_price": 0, + "buy_suspended": 0, + "buy_limit_up": 0, + "buy_score_filter": 0, + "buy_no_next_bar": max(n_candidates - int(ent.sum()), 0), + "sell_invalid_price": 0, + "sell_suspended": 0, + "sell_limit_down": 0, + "sell_no_future": 0, + "pending_exit": 0, + } + + def _count(key: str) -> None: + execution_stats[key] = execution_stats.get(key, 0) + 1 + + def _valid_price(value) -> bool: + try: + v = float(value) + except (TypeError, ValueError): + return False + return v > 0 and np.isfinite(v) + + def _is_suspended(idx: int) -> bool: + o = float(open_prices[idx]) + h = float(high_prices[idx]) + l = float(low_prices[idx]) + c = float(close_prices[idx]) + valid_bar = any(_valid_price(x) for x in (o, h, l, c)) + if not valid_bar: + return True + if has_volume and float(volumes[idx] or 0) <= 0: + same_price = max(o, h, l, c) - min(o, h, l, c) <= max(abs(c) * 1e-4, 0.01) + if same_price: + return True + return False + + def _is_one_price_limit(idx: int, direction: str) -> bool: + if _is_suspended(idx): + return False + o = float(open_prices[idx]) + h = float(high_prices[idx]) + l = float(low_prices[idx]) + c = float(close_prices[idx]) + if not all(_valid_price(x) for x in (o, h, l, c)): + return False + same_price = max(o, h, l, c) - min(o, h, l, c) <= max(abs(c) * 1e-4, 0.01) + if direction == "up": + return bool(limit_up_flags[idx]) and same_price + return bool(limit_down_flags[idx]) and same_price + + def _can_buy(idx: int) -> tuple[bool, str]: + if _is_suspended(idx): + return False, "buy_suspended" + if not _valid_price(prices[idx]): + return False, "buy_invalid_price" + if _is_one_price_limit(idx, "up"): + return False, "buy_limit_up" + return True, "" + + def _can_sell(idx: int, exit_price_override: float | None = None) -> tuple[bool, str]: + if _is_suspended(idx): + return False, "sell_suspended" + exit_price = exit_price_override if exit_price_override is not None else prices[idx] + if not _valid_price(exit_price): + return False, "sell_invalid_price" + if _is_one_price_limit(idx, "down"): + return False, "sell_limit_down" + return True, "" + + def _risk_exit(pos: dict, idx: int) -> tuple[str | None, float | None]: + if pos.get("pending_exit_reason") or pos.get("entry_idx") == idx: + return None, None + entry_price = float(pos["entry_price"]) + if entry_price <= 0: + return None, None + open_price = float(open_prices[idx]) + low_price = float(low_prices[idx]) + peak_price = float(pos.get("max_high", entry_price)) + risk_lines: list[tuple[float, str]] = [] + + if config.stop_loss_pct is not None: + risk_lines.append((entry_price * (1 - abs(config.stop_loss_pct)), "stop_loss")) + if config.trailing_stop_pct is not None and peak_price > 0: + risk_lines.append((peak_price * (1 - abs(config.trailing_stop_pct)), "trailing_stop")) + + activate_pct = getattr(config, "trailing_take_profit_activate_pct", None) + drawdown_pct = getattr(config, "trailing_take_profit_drawdown_pct", None) + if activate_pct is not None and drawdown_pct is not None and peak_price > entry_price: + peak_profit = peak_price / entry_price - 1 + if peak_profit >= abs(float(activate_pct)): + risk_lines.append((entry_price * (1 + peak_profit - abs(float(drawdown_pct))), "trailing_take_profit")) + + risk_lines = [(line, reason) for line, reason in risk_lines if _valid_price(line)] + if not risk_lines: + return None, None + stop_price, reason = max(risk_lines, key=lambda item: item[0]) + if _valid_price(open_price) and open_price <= stop_price: + return reason, open_price + if _valid_price(low_price) and low_price <= stop_price: + return reason, stop_price + return None, None + + def _try_close(pos: dict, idx: int, reason: str, signal_date: str, exit_price_override: float | None = None) -> bool: + ok, block_reason = _can_sell(idx, exit_price_override) + if not ok: + if not pos.get("pending_exit_reason"): + pos["pending_exit_reason"] = reason + pos["pending_exit_signal_date"] = signal_date + _count("pending_exit") + pos["blocked_exit_days"] = int(pos.get("blocked_exit_days", 0)) + 1 + _count(block_reason) + return False + + exit_price = float(exit_price_override) if exit_price_override is not None else float(prices[idx]) + shares = 100.0 + entry_value = shares * float(pos["entry_price"]) * (1 + buy_cost_pct) + exit_value = shares * exit_price * (1 - sell_cost_pct) + pnl_amount = exit_value - entry_value + pnl_pct = pnl_amount / entry_value if entry_value > 0 else 0.0 + trades.append(TradeRecord( + symbol=str(pos["symbol"]), + name=str(pos.get("name", "")), + entry_date=pos["entry_date"], + exit_date=self._date_str(panel_dates[idx]), + entry_price=round(float(pos["entry_price"]), 4), + exit_price=round(exit_price, 4), + pnl_pct=round(float(pnl_pct), 6), + duration=int(pos["hold_days"]), + exit_reason=reason, + shares=shares, + lots=1.0, + position_pct=0.0, + entry_value=round(float(entry_value), 2), + exit_value=round(float(exit_value), 2), + pnl_amount=round(float(pnl_amount), 2), + entry_score=round(float(pos["entry_score"]), 2) if pos.get("entry_score") is not None else None, + entry_signal_date=pos.get("entry_signal_date"), + exit_signal_date=signal_date, + blocked_exit_days=int(pos.get("blocked_exit_days", 0)), + )) + return True + + candidate_indices = np.flatnonzero(ent) + for seq, entry_idx in enumerate(candidate_indices, start=1): + if cancel_event is not None and cancel_event.is_set(): + logger.info("全量模拟被用户取消 (第 %d/%d 个候选)", seq, len(candidate_indices)) + break + if progress_cb is not None and (seq == 1 or seq % 500 == 0): + try: + progress_cb({ + "day": seq, + "total": len(candidate_indices), + "date": self._date_str(panel_dates[entry_idx]), + "equity": 0, + }) + except Exception: + pass + + ok, block_reason = _can_buy(entry_idx) + if not ok: + _count(block_reason) + continue + score = float(trade_scores[entry_idx] or 0.0) + if score_min is not None and score < score_min: + _count("buy_score_filter") + continue + if score_max is not None and score > score_max: + _count("buy_score_filter") + continue + + sym = str(panel_symbols[entry_idx]) + rows = symbol_rows.get(sym, []) + start_pos = int(row_pos_in_symbol[entry_idx]) + if start_pos >= len(rows): + _count("sell_no_future") + continue + + entry_price = float(prices[entry_idx]) + pos = { + "symbol": sym, + "name": str(names[entry_idx] or ""), + "entry_idx": entry_idx, + "entry_date": self._date_str(panel_dates[entry_idx]), + "entry_signal_date": entry_signal_dates[entry_idx] or self._date_str(panel_dates[entry_idx]), + "entry_price": entry_price, + "entry_score": score, + "hold_days": 0, + "max_high": entry_price, + "pending_exit_reason": None, + "pending_exit_signal_date": None, + "blocked_exit_days": 0, + } + hi = float(high_prices[entry_idx]) + if _valid_price(hi): + pos["max_high"] = max(float(pos["max_high"]), hi) + + closed = False + last_idx = entry_idx + for idx in rows[start_pos + 1:]: + last_idx = idx + pos["hold_days"] = int(pos["hold_days"]) + 1 + d_str = self._date_str(panel_dates[idx]) + + def _scheduled_reason() -> tuple[str | None, str]: + if pos.get("pending_exit_reason"): + return str(pos["pending_exit_reason"]), str(pos.get("pending_exit_signal_date") or d_str) + if config.max_hold_days is not None and pos["hold_days"] >= config.max_hold_days: + return "max_hold", d_str + if ext[idx]: + return "signal", str(exit_signal_dates[idx] or d_str) + if idx == rows[-1]: + return "end", d_str + return None, d_str + + if close_mode: + reason, override_price = _risk_exit(pos, idx) + if reason and _try_close(pos, idx, reason, d_str, override_price): + closed = True + break + reason, signal_date = _scheduled_reason() + if reason and _try_close(pos, idx, reason, signal_date): + closed = True + break + else: + reason, signal_date = _scheduled_reason() + if reason and _try_close(pos, idx, reason, signal_date): + closed = True + break + reason, override_price = _risk_exit(pos, idx) + if reason and _try_close(pos, idx, reason, d_str, override_price): + closed = True + break + + hi = float(high_prices[idx]) + if _valid_price(hi): + pos["max_high"] = max(float(pos.get("max_high", entry_price)), hi) + + if not closed: + if last_idx == entry_idx: + _count("sell_no_future") + elif not pos.get("pending_exit_reason"): + _try_close(pos, last_idx, "end", self._date_str(panel_dates[last_idx])) + + return self._calc_independent_candidate_result(trades, n_candidates, execution_stats) + + def simulate_portfolio( + self, + panel: pl.DataFrame, + entries: pl.Series | None, + exits: pl.Series | None, + config: MatcherConfig, + progress_cb: "Callable[[dict], None] | None" = None, + cancel_event: "threading.Event | None" = None, + ) -> SimResult: + """账户级组合回测：日线信号 → 成交约束 → 仓位/现金撮合。""" + if panel.is_empty(): + return self._empty_result() + + n = len(panel) + panel_dates = panel["date"].to_numpy() + panel_symbols = panel["symbol"].to_numpy() + + ent_raw = np.zeros(n, dtype=bool) + ext_raw = np.zeros(n, dtype=bool) + if entries is not None and len(entries) == n: + ent_raw = entries.to_numpy().astype(bool) + if exits is not None and len(exits) == n: + ext_raw = exits.to_numpy().astype(bool) + if not ent_raw.any(): + return self._empty_result() + + entry_signal_dates = np.array([None] * n, dtype=object) + exit_signal_dates = np.array([None] * n, dtype=object) + if config.matching == "open_t+1": + price_col = "open" + ent = np.zeros(n, dtype=bool) + ext = np.zeros(n, dtype=bool) + same_prev_symbol = panel_symbols[1:] == panel_symbols[:-1] + ent[1:] = ent_raw[:-1] & same_prev_symbol + ext[1:] = ext_raw[:-1] & same_prev_symbol + for idx in np.flatnonzero(ent): + entry_signal_dates[idx] = self._date_str(panel_dates[idx - 1]) + for idx in np.flatnonzero(ext): + exit_signal_dates[idx] = self._date_str(panel_dates[idx - 1]) + else: + price_col = "close" + ent = ent_raw + ext = ext_raw + for idx in np.flatnonzero(ent): + entry_signal_dates[idx] = self._date_str(panel_dates[idx]) + for idx in np.flatnonzero(ext): + exit_signal_dates[idx] = self._date_str(panel_dates[idx]) + + prices = panel[price_col].to_numpy() + open_prices = panel["open"].to_numpy() + high_prices = panel["high"].to_numpy() if "high" in panel.columns else open_prices + low_prices = panel["low"].to_numpy() + close_prices = panel["close"].to_numpy() + has_volume = "volume" in panel.columns + volumes = panel["volume"].fill_null(0).to_numpy() if has_volume else np.ones(n, dtype=float) + names = ( + panel["name"].fill_null("").to_numpy() + if "name" in panel.columns else np.array([""] * n) + ) + scores = ( + panel["score"].fill_null(0).to_numpy() + if "score" in panel.columns else np.zeros(n, dtype=float) + ) + trade_scores = scores.copy() + if config.matching == "open_t+1": + trade_scores[1:] = np.where(panel_symbols[1:] == panel_symbols[:-1], scores[:-1], trade_scores[1:]) + limit_up_flags = ( + panel["signal_limit_up"].fill_null(False).to_numpy().astype(bool) + if "signal_limit_up" in panel.columns else np.zeros(n, dtype=bool) + ) + limit_down_flags = ( + panel["signal_limit_down"].fill_null(False).to_numpy().astype(bool) + if "signal_limit_down" in panel.columns else np.zeros(n, dtype=bool) + ) + + date_to_indices: dict[str, list[int]] = {} + for i, d in enumerate(panel_dates): + d_str = self._date_str(d) + date_to_indices.setdefault(d_str, []).append(i) + all_dates = sorted(date_to_indices.keys()) + if not all_dates: + return self._empty_result() + + buy_cost_pct = config.fees_pct + config.slippage_bps / 10000.0 + sell_cost_pct = config.fees_pct + config.slippage_bps / 10000.0 + cash = float(config.initial_capital) + peak = cash + max_positions = max(int(config.max_positions), 0) + max_exposure_pct = min(max(float(getattr(config, "max_exposure_pct", 1.0)), 0.0), 1.0) + score_min = getattr(config, "score_min", None) + score_max = getattr(config, "score_max", None) + positions: dict[str, dict] = {} + last_close: dict[str, float] = {} + trades: list[TradeRecord] = [] + equity_curve: list[dict] = [] + drawdown_curve: list[dict] = [] + execution_stats: dict[str, int] = { + "buy_invalid_price": 0, + "buy_suspended": 0, + "buy_limit_up": 0, + "buy_no_slot": 0, + "buy_cash": 0, + "buy_lot_size": 0, + "buy_same_day_reentry": 0, + "buy_exposure": 0, + "buy_score_filter": 0, + "sell_invalid_price": 0, + "sell_suspended": 0, + "sell_limit_down": 0, + "pending_exit": 0, + } + + def _count(key: str) -> None: + execution_stats[key] = execution_stats.get(key, 0) + 1 + + def _valid_price(value) -> bool: + try: + v = float(value) + except (TypeError, ValueError): + return False + return v > 0 and np.isfinite(v) + + def _market_value() -> float: + value = 0.0 + for pos in positions.values(): + mark = last_close.get(pos["symbol"], pos["entry_price"]) + value += pos["shares"] * mark + return value + + def _is_suspended(idx: int) -> bool: + o = float(open_prices[idx]) + h = float(high_prices[idx]) + l = float(low_prices[idx]) + c = float(close_prices[idx]) + valid_bar = any(_valid_price(x) for x in (o, h, l, c)) + if not valid_bar: + return True + if has_volume and float(volumes[idx] or 0) <= 0: + same_price = max(o, h, l, c) - min(o, h, l, c) <= max(abs(c) * 1e-4, 0.01) + if same_price: + return True + return False + + def _is_one_price_limit(idx: int, direction: str) -> bool: + if _is_suspended(idx): + return False + o = float(open_prices[idx]) + h = float(high_prices[idx]) + l = float(low_prices[idx]) + c = float(close_prices[idx]) + if not all(_valid_price(x) for x in (o, h, l, c)): + return False + same_price = max(o, h, l, c) - min(o, h, l, c) <= max(abs(c) * 1e-4, 0.01) + if direction == "up": + return bool(limit_up_flags[idx]) and same_price + return bool(limit_down_flags[idx]) and same_price + + def _can_buy(idx: int) -> tuple[bool, str]: + if _is_suspended(idx): + return False, "buy_suspended" + if not _valid_price(prices[idx]): + return False, "buy_invalid_price" + if _is_one_price_limit(idx, "up"): + return False, "buy_limit_up" + return True, "" + + def _can_sell(idx: int, exit_price_override: float | None = None) -> tuple[bool, str]: + if _is_suspended(idx): + return False, "sell_suspended" + exit_price = exit_price_override if exit_price_override is not None else prices[idx] + if not _valid_price(exit_price): + return False, "sell_invalid_price" + if _is_one_price_limit(idx, "down"): + return False, "sell_limit_down" + return True, "" + + def _mark_pending(sym: str, reason: str, signal_date: str) -> None: + pos = positions[sym] + if not pos.get("pending_exit_reason"): + pos["pending_exit_reason"] = reason + pos["pending_exit_signal_date"] = signal_date + _count("pending_exit") + pos["blocked_exit_days"] = int(pos.get("blocked_exit_days", 0)) + 1 + + def _sell( + sym: str, + idx: int, + reason: str, + signal_date: str, + sold_today: set[str], + exit_price_override: float | None = None, + ) -> None: + nonlocal cash + pos = positions.pop(sym) + exit_price = float(exit_price_override) if exit_price_override is not None else float(prices[idx]) + exit_value = pos["shares"] * exit_price * (1 - sell_cost_pct) + cash += exit_value + pnl_amount = exit_value - pos["entry_value"] + pnl_pct = (exit_value - pos["entry_value"]) / pos["entry_value"] if pos["entry_value"] > 0 else 0.0 + sold_today.add(sym) + trades.append(TradeRecord( + symbol=sym, + name=pos.get("name", ""), + entry_date=pos["entry_date"], + exit_date=self._date_str(panel_dates[idx]), + entry_price=round(float(pos["entry_price"]), 4), + exit_price=round(exit_price, 4), + pnl_pct=round(float(pnl_pct), 6), + duration=int(pos["hold_days"]), + exit_reason=reason, + shares=round(float(pos["shares"]), 4), + lots=round(float(pos["lots"]), 2), + position_pct=round(float(pos.get("position_pct", 0.0)), 6), + entry_value=round(float(pos["entry_value"]), 2), + exit_value=round(float(exit_value), 2), + pnl_amount=round(float(pnl_amount), 2), + entry_score=round(float(pos["entry_score"]), 2) if pos.get("entry_score") is not None else None, + entry_signal_date=pos.get("entry_signal_date"), + exit_signal_date=signal_date, + blocked_exit_days=int(pos.get("blocked_exit_days", 0)), + )) + + def _try_sell( + sym: str, + idx: int | None, + reason: str, + signal_date: str, + sold_today: set[str], + exit_price_override: float | None = None, + ) -> bool: + if idx is None: + _mark_pending(sym, reason, signal_date) + _count("sell_suspended") + return False + ok, block_reason = _can_sell(idx, exit_price_override) + if not ok: + _mark_pending(sym, reason, signal_date) + _count(block_reason) + return False + _sell(sym, idx, reason, signal_date, sold_today, exit_price_override) + return True + + def _process_scheduled_exits( + d_idx: int, + d_str: str, + row_by_symbol: dict[str, int], + sold_today: set[str], + ) -> None: + for sym in list(positions.keys()): + pos = positions.get(sym) + if pos is None: + continue + idx = row_by_symbol.get(sym) + reason = "" + signal_date = d_str + if pos.get("pending_exit_reason"): + reason = str(pos["pending_exit_reason"]) + signal_date = str(pos.get("pending_exit_signal_date") or d_str) + elif config.max_hold_days is not None and pos["hold_days"] >= config.max_hold_days: + reason = "max_hold" + elif idx is not None and ext[idx]: + reason = "signal" + signal_date = str(exit_signal_dates[idx] or d_str) + elif d_idx == len(all_dates) - 1: + reason = "end" + if reason: + _try_sell(sym, idx, reason, signal_date, sold_today) + + def _process_risk_exits(d_str: str, row_by_symbol: dict[str, int], sold_today: set[str]) -> None: + for sym in list(positions.keys()): + pos = positions.get(sym) + if pos is None or pos.get("pending_exit_reason"): + continue + if pos.get("entry_date") == d_str: + continue + idx = row_by_symbol.get(sym) + if idx is None or pos["entry_price"] <= 0: + continue + open_price = float(open_prices[idx]) + low_price = float(low_prices[idx]) + entry_price = float(pos["entry_price"]) + peak_price = float(pos.get("max_high", entry_price)) + risk_lines: list[tuple[float, str]] = [] + + if config.stop_loss_pct is not None: + risk_lines.append((entry_price * (1 - abs(config.stop_loss_pct)), "stop_loss")) + + if config.trailing_stop_pct is not None and peak_price > 0: + risk_lines.append((peak_price * (1 - abs(config.trailing_stop_pct)), "trailing_stop")) + + activate_pct = getattr(config, "trailing_take_profit_activate_pct", None) + drawdown_pct = getattr(config, "trailing_take_profit_drawdown_pct", None) + if activate_pct is not None and drawdown_pct is not None and peak_price > entry_price: + peak_profit = peak_price / entry_price - 1 + if peak_profit >= abs(float(activate_pct)): + take_profit_line = entry_price * (1 + peak_profit - abs(float(drawdown_pct))) + risk_lines.append((take_profit_line, "trailing_take_profit")) + + risk_lines = [(line, reason) for line, reason in risk_lines if _valid_price(line)] + if not risk_lines: + continue + stop_price, reason = max(risk_lines, key=lambda item: item[0]) + exit_price_override = None + if _valid_price(open_price) and open_price <= stop_price: + exit_price_override = open_price + elif _valid_price(low_price) and low_price <= stop_price: + exit_price_override = stop_price + if exit_price_override is not None: + _try_sell(sym, idx, reason, d_str, sold_today, exit_price_override) + + def _process_entries( + d_str: str, + idxs: list[int], + sold_today: set[str], + ) -> None: + nonlocal cash + if max_positions <= 0: + return + candidates: list[tuple[int, str, float]] = [] + for idx in idxs: + if not ent[idx]: + continue + sym = str(panel_symbols[idx]) + if sym in positions: + continue + if sym in sold_today: + _count("buy_same_day_reentry") + continue + ok, block_reason = _can_buy(idx) + if not ok: + _count(block_reason) + continue + score = float(trade_scores[idx] or 0.0) + if score_min is not None and score < score_min: + _count("buy_score_filter") + continue + if score_max is not None and score > score_max: + _count("buy_score_filter") + continue + candidates.append((idx, sym, score)) + if not candidates: + return + candidates.sort(key=lambda x: x[2], reverse=True) + + slots = max_positions - len(positions) + if slots <= 0: + execution_stats["buy_no_slot"] += len(candidates) + return + + selected = candidates[:slots] + market_value_before = _market_value() + account_equity_before_buy = cash + market_value_before + if account_equity_before_buy <= 0 or max_exposure_pct <= 0: + execution_stats["buy_exposure"] += len(selected) + return + target_position_value = account_equity_before_buy * max_exposure_pct / max_positions + max_exposure_value = account_equity_before_buy * max_exposure_pct + exposure_capacity = max_exposure_value - market_value_before + if exposure_capacity <= 0: + execution_stats["buy_exposure"] += len(selected) + return + + weights = np.repeat(1 / len(selected), len(selected)) + if config.position_sizing == "score_weight": + raw = np.array([max(x[2], 0.0) for x in selected], dtype=float) + if raw.sum() > 0: + weights = raw / raw.sum() + total_budget = min(cash, exposure_capacity, target_position_value * len(selected)) + + for (idx, sym, _score), weight in zip(selected, weights): + if len(positions) >= max_positions: + _count("buy_no_slot") + break + current_market_value = _market_value() + current_equity = cash + current_market_value + current_exposure_capacity = current_equity * max_exposure_pct - current_market_value + allocation = min(total_budget * float(weight), target_position_value, cash, current_exposure_capacity) + if allocation <= 0: + _count("buy_exposure") + continue + entry_price = float(prices[idx]) + shares = np.floor(allocation / (entry_price * (1 + buy_cost_pct)) / 100) * 100 + entry_value = shares * entry_price * (1 + buy_cost_pct) + if shares <= 0: + _count("buy_lot_size") + continue + if entry_value > cash + 1e-6: + _count("buy_cash") + continue + if entry_value > current_exposure_capacity + 1e-6: + _count("buy_exposure") + continue + cash -= entry_value + positions[sym] = { + "symbol": sym, + "name": str(names[idx] or ""), + "entry_date": self._date_str(panel_dates[idx]), + "entry_signal_date": entry_signal_dates[idx] or self._date_str(panel_dates[idx]), + "entry_price": entry_price, + "entry_value": entry_value, + "shares": shares, + "lots": shares / 100, + "position_pct": entry_value / account_equity_before_buy if account_equity_before_buy > 0 else 0.0, + "entry_score": _score, + "max_high": entry_price, + "hold_days": 0, + "pending_exit_reason": None, + "pending_exit_signal_date": None, + "blocked_exit_days": 0, + } + + close_mode = config.matching == "close_t" + for d_idx, d_str in enumerate(all_dates): + if d_idx % 20 == 0: + if cancel_event is not None and cancel_event.is_set(): + logger.info("回测被用户取消 (第 %d/%d 天)", d_idx, len(all_dates)) + break + if progress_cb is not None: + try: + progress_cb({ + "day": d_idx + 1, + "total": len(all_dates), + "date": str(d_str)[:10], + "equity": round(cash + _market_value(), 2), + }) + except Exception: + pass + + idxs = date_to_indices[d_str] + row_by_symbol = {str(panel_symbols[i]): i for i in idxs} + sold_today: set[str] = set() + + for pos in positions.values(): + pos["hold_days"] += 1 + + if close_mode: + _process_risk_exits(d_str, row_by_symbol, sold_today) + _process_scheduled_exits(d_idx, d_str, row_by_symbol, sold_today) + if d_idx < len(all_dates) - 1: + _process_entries(d_str, idxs, sold_today) + else: + _process_scheduled_exits(d_idx, d_str, row_by_symbol, sold_today) + if d_idx < len(all_dates) - 1: + _process_entries(d_str, idxs, sold_today) + _process_risk_exits(d_str, row_by_symbol, sold_today) + + for sym, pos in positions.items(): + idx = row_by_symbol.get(sym) + if idx is not None: + hi = float(high_prices[idx]) + if _valid_price(hi): + pos["max_high"] = max(float(pos.get("max_high", pos["entry_price"])), hi) + + for i in idxs: + c = float(close_prices[i]) + if c > 0 and np.isfinite(c): + last_close[str(panel_symbols[i])] = c + + market_value = _market_value() + equity = cash + market_value + peak = max(peak, equity) + dd = (equity - peak) / peak if peak > 0 else 0.0 + exposure = market_value / equity if equity > 0 else 0.0 + equity_curve.append({ + "date": d_str[:10], + "value": round(float(equity), 2), + "cash": round(float(cash), 2), + "positions": len(positions), + "exposure": round(float(exposure), 4), + }) + drawdown_curve.append({"date": d_str[:10], "value": round(float(dd), 4)}) + + stats = self._calc_portfolio_stats(equity_curve, trades, config.initial_capital) + stats["execution"] = execution_stats + stats["pending_exit_positions"] = sum(1 for p in positions.values() if p.get("pending_exit_reason")) + per_symbol = self._calc_per_symbol(trades) + return SimResult( + equity_curve=equity_curve, + drawdown_curve=drawdown_curve, + trades=trades, + per_symbol_stats=per_symbol, + stats=stats, + ) + + # ── 净值曲线 ────────────────────────────────────── + + @staticmethod + def _build_curves( + trades: list[TradeRecord], + all_dates: np.ndarray, + initial_capital: float, + ) -> tuple[list[dict], list[dict]]: + """从交易记录构建日频净值曲线和回撤曲线。 + + 资金模型: 每笔交易等权分配 (1/N_capital)，N_capital = 同时持仓数上限。 + 简化版: 按出场日归集所有已平仓交易的平均收益作为当日组合收益。 + """ + if not trades or len(all_dates) == 0: + return [], [] + + # 按出场日归集 pnl + exit_pnl: dict[str, list[float]] = {} + for t in trades: + d_str = str(t.exit_date) + exit_pnl.setdefault(d_str, []).append(t.pnl_pct) + + equity = initial_capital + peak = initial_capital + curve: list[dict] = [] + dd_curve: list[dict] = [] + + for d in all_dates: + d_str = str(d.item() if hasattr(d, "item") else d) + pnls = exit_pnl.get(d_str, []) + # 当日组合收益 = 该日所有出场交易的平均收益 + daily_ret = float(np.mean(pnls)) if pnls else 0.0 + equity *= (1 + daily_ret) + peak = max(peak, equity) + dd = (equity - peak) / peak if peak > 0 else 0.0 + curve.append({"date": d_str[:10], "value": round(equity, 2)}) + dd_curve.append({"date": d_str[:10], "value": round(dd, 4)}) + + return curve, dd_curve + + # ── 统计计算 ────────────────────────────────────── + + @staticmethod + def _calc_stats( + trades: list[TradeRecord], + initial_capital: float, + start: date, + end: date, + ) -> dict: + if not trades: + return {"total_return": 0, "n_trades": 0} + + pnls = np.array([t.pnl_pct for t in trades]) + n_trades = len(trades) + + # 从净值曲线推算总收益 (等权组合) + cumulative = 1.0 + for p in pnls: + cumulative *= (1 + p) + # 修正: 等权组合的总收益不等于各笔复乘，用曲线终点更准 + # 但这里作为简化，用各笔复乘作为近似 + total_return = cumulative - 1.0 + + # 年化 + n_days = max((end - start).days, 1) + years = n_days / 365.25 + if total_return > -1.0 and years > 0: + annual_return = (1 + total_return) ** (1 / years) - 1 + else: + annual_return = total_return + + # 胜率 + wins = pnls[pnls > 0] + losses = pnls[pnls <= 0] + win_rate = len(wins) / n_trades + + # 盈亏比 + avg_win = float(np.mean(wins)) if len(wins) > 0 else 0.0 + avg_loss = abs(float(np.mean(losses))) if len(losses) > 0 else 0.0 + profit_factor = avg_win / avg_loss if avg_loss > 0 else (float("inf") if avg_win > 0 else 0.0) + + # 最大回撤 — 用交易序列近似 + equity = initial_capital + peak = initial_capital + max_dd = 0.0 + for p in pnls: + equity *= (1 + p) + peak = max(peak, equity) + dd = (equity - peak) / peak + max_dd = min(max_dd, dd) + + # 夏普 — 用交易收益标准差近似 + sharpe = float(np.mean(pnls) / np.std(pnls)) * np.sqrt(252) if np.std(pnls) > 0 else 0.0 + + # Calmar + calmar = annual_return / abs(max_dd) if abs(max_dd) > 0.001 else 0.0 + + return { + "total_return": round(float(total_return), 4), + "annual_return": round(float(annual_return), 4), + "max_drawdown": round(float(max_dd), 4), + "sharpe": round(float(sharpe), 2), + "calmar": round(float(calmar), 2), + "win_rate": round(float(win_rate), 4), + "profit_factor": round(float(profit_factor), 2) if np.isfinite(profit_factor) else None, + "n_trades": n_trades, + "avg_pnl": round(float(np.mean(pnls)), 4), + "avg_win": round(avg_win, 4), + "avg_loss": round(avg_loss, 4), + } + + @staticmethod + def _calc_per_symbol(trades: list[TradeRecord]) -> list[dict]: + if not trades: + return [] + by_sym: dict[str, dict] = {} + for t in trades: + s = t.symbol + d = by_sym.setdefault(s, { + "symbol": s, "n_trades": 0, "total_return": 1.0, + "best": -999.0, "worst": 999.0, "wins": 0, "pnls": [], + }) + d["n_trades"] += 1 + d["pnls"].append(t.pnl_pct) + d["total_return"] *= (1 + t.pnl_pct) + d["best"] = max(d["best"], t.pnl_pct) + d["worst"] = min(d["worst"], t.pnl_pct) + if t.pnl_pct > 0: + d["wins"] += 1 + + result = [] + for d in by_sym.values(): + result.append({ + "symbol": d["symbol"], + "n_trades": d["n_trades"], + "total_return": round(d["total_return"] - 1.0, 4), + "win_rate": round(d["wins"] / d["n_trades"], 4) if d["n_trades"] > 0 else 0.0, + "best": round(d["best"], 4), + "worst": round(d["worst"], 4), + }) + return sorted(result, key=lambda x: x["total_return"], reverse=True) + + @staticmethod + def _calc_independent_candidate_result( + trades: list[TradeRecord], + n_candidates: int, + execution_stats: dict[str, int], + ) -> SimResult: + """全量独立候选统计：按每个候选样本的实际执行收益聚合。""" + if not trades: + return SimResult( + equity_curve=[], + drawdown_curve=[], + trades=[], + per_symbol_stats=[], + stats={ + "mode": "full", + "full_kind": "candidate_execution", + "error": "no executable trades", + "n_candidates": int(n_candidates), + "n_trades": 0, + "execution": execution_stats, + }, + ) + + pnls = np.array([t.pnl_pct for t in trades], dtype=float) + durations = np.array([t.duration for t in trades], dtype=float) + wins = pnls[pnls > 0] + losses = pnls[pnls <= 0] + avg_win = float(np.mean(wins)) if len(wins) else 0.0 + avg_loss = abs(float(np.mean(losses))) if len(losses) else 0.0 + + # 按退出日聚合已实现样本收益, 构造“样本收益曲线”。它不是账户净值。 + daily_returns: dict[str, list[float]] = {} + for t in trades: + daily_returns.setdefault(str(t.exit_date)[:10], []).append(float(t.pnl_pct)) + + equity_curve: list[dict] = [] + drawdown_curve: list[dict] = [] + equity = 1.0 + peak = 1.0 + daily_avg: list[float] = [] + for d_str in sorted(daily_returns.keys()): + values = daily_returns[d_str] + avg_ret = float(np.mean(values)) if values else 0.0 + daily_avg.append(avg_ret) + equity *= (1 + avg_ret) + peak = max(peak, equity) + dd = (equity - peak) / peak if peak > 0 else 0.0 + equity_curve.append({ + "date": d_str, + "value": round(float(equity), 4), + "positions": len(values), + }) + drawdown_curve.append({"date": d_str, "value": round(float(dd), 4)}) + + values = np.array([r["value"] for r in equity_curve], dtype=float) + total_return = float(values[-1] - 1.0) if len(values) else 0.0 + peaks = np.maximum.accumulate(values) if len(values) else np.array([]) + drawdowns = values / peaks - 1 if len(values) else np.array([]) + max_drawdown = float(drawdowns.min()) if len(drawdowns) else 0.0 + daily = np.array(daily_avg, dtype=float) + sharpe = float(np.mean(daily) / np.std(daily) * np.sqrt(252)) if len(daily) > 1 and np.std(daily) > 0 else 0.0 + + lo, hi, nbins = -0.20, 0.20, 20 + clipped = np.clip(pnls, lo, hi) + counts, edges = np.histogram(clipped, bins=nbins, range=(lo, hi)) + dist = [ + { + "range": f"{(edges[i]*100):+.0f}~{(edges[i+1]*100):+.0f}%", + "count": int(counts[i]), + "ratio": round(float(counts[i] / pnls.size), 4) if pnls.size else 0.0, + } + for i in range(nbins) + ] + + stats = { + "mode": "full", + "full_kind": "candidate_execution", + "n_candidates": int(n_candidates), + "n_trades": int(len(trades)), + "n_days": int(len(daily_returns)), + "avg_daily_candidates": round(float(len(trades) / max(len(daily_returns), 1)), 1), + "avg_return": round(float(np.mean(pnls)), 4), + "median_return": round(float(np.median(pnls)), 4), + "win_rate": round(float(len(wins) / len(pnls)), 4) if len(pnls) else 0.0, + "profit_factor": round(float(avg_win / avg_loss), 2) if avg_loss > 0 else None, + "best": round(float(np.max(pnls)), 4), + "worst": round(float(np.min(pnls)), 4), + "avg_duration": round(float(np.mean(durations)), 1) if len(durations) else 0.0, + "total_return": round(float(total_return), 4), + "max_drawdown": round(float(max_drawdown), 4), + "sharpe": round(float(sharpe), 2), + "return_distribution": dist, + "execution": execution_stats, + } + + return SimResult( + equity_curve=equity_curve, + drawdown_curve=drawdown_curve, + trades=trades, + per_symbol_stats=BacktestEngine._calc_per_symbol(trades), + stats=stats, + ) + + @staticmethod + def _calc_portfolio_stats( + equity_curve: list[dict], + trades: list[TradeRecord], + initial_capital: float, + ) -> dict: + if not equity_curve: + return {"total_return": 0, "n_trades": 0} + final_equity = float(equity_curve[-1]["value"]) + total_return = final_equity / initial_capital - 1 if initial_capital > 0 else 0.0 + values = np.array([float(r["value"]) for r in equity_curve], dtype=float) + daily = values[1:] / values[:-1] - 1 if len(values) > 1 else np.array([]) + annual_return = (1 + total_return) ** (252 / max(len(equity_curve), 1)) - 1 if total_return > -1 else total_return + peaks = np.maximum.accumulate(values) + drawdowns = values / peaks - 1 + max_drawdown = float(drawdowns.min()) if len(drawdowns) else 0.0 + sharpe = float(np.mean(daily) / np.std(daily) * np.sqrt(252)) if len(daily) and np.std(daily) > 0 else 0.0 + pnls = np.array([t.pnl_pct for t in trades], dtype=float) if trades else np.array([]) + exposures = np.array([float(r.get("exposure", 0.0)) for r in equity_curve], dtype=float) + wins = pnls[pnls > 0] + losses = pnls[pnls <= 0] + avg_win = float(np.mean(wins)) if len(wins) else 0.0 + avg_loss = abs(float(np.mean(losses))) if len(losses) else 0.0 + return { + "total_return": round(float(total_return), 4), + "annual_return": round(float(annual_return), 4), + "max_drawdown": round(float(max_drawdown), 4), + "sharpe": round(float(sharpe), 2), + "calmar": round(float(annual_return / abs(max_drawdown)), 2) if abs(max_drawdown) > 0.001 else 0.0, + "win_rate": round(float(len(wins) / len(pnls)), 4) if len(pnls) else 0.0, + "profit_factor": round(float(avg_win / avg_loss), 2) if avg_loss > 0 else None, + "n_trades": len(trades), + "avg_pnl": round(float(np.mean(pnls)), 4) if len(pnls) else 0.0, + "avg_win": round(avg_win, 4), + "avg_loss": round(avg_loss, 4), + "final_equity": round(final_equity, 2), + "initial_capital": round(float(initial_capital), 2), + "avg_exposure": round(float(np.mean(exposures)), 4) if len(exposures) else 0.0, + "max_exposure": round(float(np.max(exposures)), 4) if len(exposures) else 0.0, + } + + @staticmethod + def _date_str(value) -> str: + value = value.item() if hasattr(value, "item") else value + return str(value)[:10] + + @staticmethod + def _empty_result() -> SimResult: + return SimResult( + equity_curve=[], drawdown_curve=[], trades=[], + per_symbol_stats=[], stats={"error": "no data or no signals"}, + ) + + # ── 截面工具 (因子回测用) ───────────────────────── + + @staticmethod + def cross_section_rank(panel: pl.DataFrame, col: str) -> pl.DataFrame: + return panel.with_columns( + pl.col(col).rank(method="random").over("date").alias(f"{col}_rank") + ) + + @staticmethod + def cross_section_qcut(panel: pl.DataFrame, col: str, n_groups: int) -> pl.DataFrame: + return panel.with_columns( + pl.col(col).qcut(n_groups, labels=[f"Q{i+1}" for i in range(n_groups)]) + .over("date").alias("_group") + ) diff --git a/backend/app/backtest/factor.py b/backend/app/backtest/factor.py new file mode 100644 index 0000000..740582a --- /dev/null +++ b/backend/app/backtest/factor.py @@ -0,0 +1,480 @@ +"""因子回测服务 — IC/IR 分析 + 分层回测 + 多空组合。 + +纯 Polars 向量化实现，无 pandas 依赖。 +""" +from __future__ import annotations + +import logging +import time +import uuid +from dataclasses import dataclass, field +from datetime import date, timedelta +from typing import Literal + +import numpy as np +import polars as pl + +from app.backtest.engine import BacktestEngine + +logger = logging.getLogger(__name__) + +# 可用因子列 (从 ENRICHED_COLUMNS 过滤出数值型指标) +FACTOR_COLUMNS: list[dict] = [ + {"id": "momentum_5d", "label": "5日动量", "group": "动量", "desc": "5日涨跌幅，正值表示上涨趋势"}, + {"id": "momentum_10d", "label": "10日动量", "group": "动量", "desc": "10日涨跌幅，中短期趋势指标"}, + {"id": "momentum_20d", "label": "20日动量", "group": "动量", "desc": "月度涨跌幅，常用因子"}, + {"id": "momentum_30d", "label": "30日动量", "group": "动量", "desc": "30日涨跌幅"}, + {"id": "momentum_60d", "label": "60日动量", "group": "动量", "desc": "季度涨跌幅，中期动量"}, + {"id": "rsi_6", "label": "RSI(6)", "group": "超买超卖", "desc": "6日相对强弱指标，敏感度高"}, + {"id": "rsi_14", "label": "RSI(14)", "group": "超买超卖", "desc": "14日相对强弱指标，经典周期"}, + {"id": "rsi_24", "label": "RSI(24)", "group": "超买超卖", "desc": "24日相对强弱指标"}, + {"id": "annual_vol_20d","label": "20日波动率", "group": "波动率", "desc": "20日年化波动率"}, + {"id": "atr_14", "label": "ATR(14)", "group": "波动率", "desc": "14日平均真实波幅"}, + {"id": "vol_ratio_5d", "label": "量比(5日)", "group": "量价", "desc": "当日成交量 / 5日均量"}, + {"id": "turnover_rate", "label": "换手率", "group": "量价", "desc": "当日换手率"}, + {"id": "macd_hist", "label": "MACD柱", "group": "趋势", "desc": "MACD柱状图值"}, + {"id": "kdj_k", "label": "KDJ-K", "group": "趋势", "desc": "KDJ指标K值"}, + {"id": "change_pct", "label": "日涨跌幅", "group": "基础", "desc": "当日涨跌幅"}, + {"id": "amplitude", "label": "日振幅", "group": "基础", "desc": "当日振幅 (最高-最低)/昨收"}, +] + +FACTOR_WARMUP_DAYS = 120 + + +@dataclass +class FactorConfig: + factor_name: str + symbols: list[str] | None + start: date + end: date + n_groups: int = 5 + rebalance: Literal["daily", "weekly", "monthly"] = "monthly" + weight: Literal["equal", "factor_weight"] = "equal" + fees_pct: float = 0.0002 + slippage_bps: float = 5.0 + + +@dataclass +class GroupStats: + group: int + label: str + total_return: float + annual_return: float + max_drawdown: float + sharpe: float + win_rate: float + + +@dataclass +class FactorResult: + run_id: str + config: dict + # IC 分析 + ic_mean: float | None = None + ic_std: float | None = None + ir: float | None = None + ic_win_rate: float | None = None + ic_series: list[dict] = field(default_factory=list) + # 分层 + group_stats: list[dict] = field(default_factory=list) + group_nav: list[dict] = field(default_factory=list) + # 多空 + long_short_stats: dict = field(default_factory=dict) + long_short_nav: list[dict] = field(default_factory=list) + # 元信息 + elapsed_ms: float = 0.0 + n_symbols: int = 0 + n_dates: int = 0 + error: str | None = None + + +class FactorBacktestService: + def __init__(self, engine: BacktestEngine) -> None: + self.engine = engine + + def run(self, config: FactorConfig) -> FactorResult: + t0 = time.perf_counter() + run_id = uuid.uuid4().hex[:10] + + def _err(msg: str) -> FactorResult: + return FactorResult( + run_id=run_id, + config=self._config_to_dict(config), + error=msg, + elapsed_ms=(time.perf_counter() - t0) * 1000, + ) + + # 加载基础面板: 当前 enriched parquet 只持久化基础列, 指标因子可能需要运行时计算。 + panel_columns = ["symbol", "date", "open", "high", "low", "close", "volume", "turnover_rate"] + if config.factor_name not in panel_columns: + panel_columns.append(config.factor_name) + load_start = config.start + if config.factor_name not in {"turnover_rate"}: + load_start = config.start - timedelta(days=FACTOR_WARMUP_DAYS) + + panel = self.engine.load_panel( + config.symbols, + load_start, + config.end, + columns=panel_columns, + ) + if panel.is_empty(): + return _err("无数据，请检查日期范围或先运行盘后管道") + + factor_col = config.factor_name + if factor_col not in panel.columns: + panel = self._compute_missing_factor(panel, factor_col) + if factor_col not in panel.columns: + return _err(f"因子列 '{factor_col}' 不存在于 enriched 数据中, 且无法从基础行情计算") + if "close" not in panel.columns: + return _err("enriched 数据缺少收盘价 close") + panel = panel.select(["symbol", "date", "close", factor_col]) + panel = panel.filter((pl.col("date") >= config.start) & (pl.col("date") <= config.end)) + + # 过滤有效行 + panel = panel.filter( + pl.col(factor_col).is_not_null() + & pl.col("close").is_not_null() + & (pl.col("close") > 0) + ) + if panel.is_empty(): + return _err("过滤后无有效数据") + + n_symbols = panel["symbol"].n_unique() + n_dates = panel["date"].n_unique() + + # 计算下期收益 + # 根据调仓频率计算不同周期的 forward return + if config.rebalance == "daily": + panel = panel.with_columns( + (pl.col("close").shift(-1).over("symbol") / pl.col("close") - 1) + .alias("_next_return") + ) + else: + # weekly/monthly: 计算到下个调仓日的收益 + panel = self._calc_period_return(panel, config.rebalance) + + # ── 1. IC 分析 ── + ic_df = self._calc_ic(panel, factor_col) + ic_series = [ + {"date": str(row["date"]), "ic": round(float(row["ic"]), 4)} + for row in ic_df.iter_rows(named=True) + if row["ic"] is not None and not np.isnan(float(row["ic"])) + ] + ic_values = [r["ic"] for r in ic_series] + ic_mean = float(np.mean(ic_values)) if ic_values else None + ic_std = float(np.std(ic_values)) if ic_values else None + ir = (ic_mean / ic_std) if (ic_mean is not None and ic_std and ic_std > 1e-8) else None + ic_win_rate = (sum(1 for v in ic_values if v > 0) / len(ic_values)) if ic_values else None + + # ── 2. 分层回测 ── + panel = self._add_groups(panel, factor_col, config.n_groups) + group_nav = self._calc_group_nav(panel, config) + group_stats = self._calc_group_stats(group_nav, config.start, config.end) + + # ── 3. 多空组合 ── + long_short_nav, long_short_stats = self._calc_long_short(group_nav, config) + + elapsed = (time.perf_counter() - t0) * 1000 + return FactorResult( + run_id=run_id, + config=self._config_to_dict(config), + ic_mean=round(ic_mean, 4) if ic_mean is not None else None, + ic_std=round(ic_std, 4) if ic_std is not None else None, + ir=round(ir, 4) if ir is not None else None, + ic_win_rate=round(ic_win_rate, 4) if ic_win_rate is not None else None, + ic_series=ic_series, + group_stats=group_stats, + group_nav=group_nav, + long_short_stats=long_short_stats, + long_short_nav=long_short_nav, + elapsed_ms=round(elapsed, 1), + n_symbols=n_symbols, + n_dates=n_dates, + ) + + @staticmethod + def _compute_missing_factor(panel: pl.DataFrame, factor_col: str) -> pl.DataFrame: + required = {"symbol", "date", "open", "high", "low", "close", "volume"} + if not required.issubset(panel.columns): + missing = sorted(required - set(panel.columns)) + logger.warning("factor %s cannot be computed, missing columns: %s", factor_col, missing) + return panel + + from app.indicators.pipeline import compute_indicators + + computed = compute_indicators(panel) + if factor_col not in computed.columns: + return panel + return computed.select(["symbol", "date", "close", factor_col]) + + # ── IC 计算 ── + + @staticmethod + def _calc_ic(panel: pl.DataFrame, factor_col: str) -> pl.DataFrame: + """计算截面 Rank IC (因子值 rank vs 下期收益 rank 的相关系数)。""" + return ( + panel.filter(pl.col("_next_return").is_not_null()) + .group_by("date") + .agg( + pl.corr( + pl.col(factor_col).rank(method="random"), + pl.col("_next_return").rank(method="random"), + ).alias("ic") + ) + .sort("date") + ) + + # ── 调仓期收益 ── + + @staticmethod + def _calc_period_return(panel: pl.DataFrame, rebalance: str) -> pl.DataFrame: + """计算到下个调仓日的收益。 + + weekly: 下周一的 open / 今日 close - 1 + monthly: 下月首个交易日的 open / 今日 close - 1 + 只在调仓日标记行有效，其他行为 null。 + """ + import datetime as _dt + + all_dates = sorted(panel["date"].unique().to_list()) + date_set = set(all_dates) + + if rebalance == "weekly": + # 调仓日 = 每周一 + rebalance_dates = set() + for d in all_dates: + if hasattr(d, "weekday"): + wd = d.weekday() + else: + wd = _dt.date.fromisoformat(str(d)).weekday() + if wd == 0: # Monday + rebalance_dates.add(d) + else: # monthly + # 调仓日 = 每月首个交易日 + seen_months: set[str] = set() + rebalance_dates = set() + for d in sorted(all_dates): + m = str(d)[:7] # "YYYY-MM" + if m not in seen_months: + seen_months.add(m) + rebalance_dates.add(d) + + if not rebalance_dates: + panel = panel.with_columns(pl.lit(None).cast(pl.Float64).alias("_next_return")) + return panel + + # 对每个调仓日，找到下一个调仓日 + sorted_rebalance = sorted(rebalance_dates) + next_rebalance_map: dict = {} + for i, d in enumerate(sorted_rebalance): + if i + 1 < len(sorted_rebalance): + next_rebalance_map[d] = sorted_rebalance[i + 1] + # 最后一个调仓日没有下一个，不计算收益 + + # 构建 (date, symbol) → next_rebalance_date 的 close 价格映射 + # 简化: 用下个调仓日的 close / 当前 close + panel = panel.sort(["symbol", "date"]) + dates_col = panel["date"].to_list() + close_col = panel["close"].to_list() + symbol_col = panel["symbol"].to_list() + + # 先找下个调仓日的 close + # 建立 (date, symbol) → close 的快速查找 + price_map: dict[tuple, float] = {} + for i in range(len(dates_col)): + price_map[(str(dates_col[i]), symbol_col[i])] = close_col[i] + + next_returns = [None] * len(panel) + for i in range(len(panel)): + d = dates_col[i] + d_val = d if isinstance(d, _dt.date) else _dt.date.fromisoformat(str(d)) + if d not in rebalance_dates: + continue + next_d = next_rebalance_map.get(d) + if next_d is None: + continue + next_d_str = str(next_d)[:10] + d_str = str(d)[:10] + sym = symbol_col[i] + next_close = price_map.get((next_d_str, sym)) + cur_close = close_col[i] + if next_close is not None and cur_close and cur_close > 0: + next_returns[i] = (next_close / cur_close - 1.0) + + panel = panel.with_columns( + pl.Series("_next_return", next_returns, dtype=pl.Float64) + ) + return panel + + # ── 分组 ── + + @staticmethod + def _add_groups(panel: pl.DataFrame, factor_col: str, n_groups: int) -> pl.DataFrame: + """截面分位数分组。""" + return panel.with_columns( + pl.col(factor_col) + .qcut(n_groups, labels=[f"Q{i+1}" for i in range(n_groups)]) + .over("date") + .alias("_group") + ) + + # ── 分组净值 ── + + @staticmethod + def _calc_group_nav(panel: pl.DataFrame, config: FactorConfig) -> list[dict]: + """计算分组净值曲线 — 只在调仓日更新净值。""" + # 只保留有下期收益的行 (= 调仓日) + group_ret = ( + panel.filter(pl.col("_next_return").is_not_null() & pl.col("_group").is_not_null()) + .group_by(["date", "_group"]) + .agg(pl.col("_next_return").mean().alias("group_return")) + ) + + # pivot: date × group + pivot = group_ret.pivot(index="date", columns="_group", values="group_return").sort("date") + + if pivot.is_empty(): + return [] + + group_cols = [c for c in pivot.columns if c != "date"] + + # 累乘净值曲线 + result: list[dict] = [] + nav_values: dict[str, float] = {c: 1.0 for c in group_cols} + + for row in pivot.iter_rows(named=True): + entry: dict = {"date": str(row["date"])[:10]} + for c in group_cols: + ret = float(row[c]) if row[c] is not None else 0.0 + nav_values[c] *= (1 + ret) + entry[c] = round(nav_values[c], 4) + result.append(entry) + + return result + + # ── 分组统计 ── + + @staticmethod + def _calc_group_stats( + group_nav: list[dict], start: date, end: date, + ) -> list[dict]: + if not group_nav: + return [] + + group_cols = [k for k in group_nav[0] if k != "date"] + n_days = max((end - start).days, 1) + years = n_days / 365.25 + + stats = [] + for i, c in enumerate(sorted(group_cols)): + values = [r[c] for r in group_nav if r.get(c) is not None] + if not values: + continue + total_return = values[-1] - 1.0 + annual_return = (values[-1]) ** (1 / max(years, 0.01)) - 1 if values[-1] > 0 else 0.0 + + # 最大回撤 + peak = 1.0 + max_dd = 0.0 + for v in values: + peak = max(peak, v) + dd = (v - peak) / peak + max_dd = min(max_dd, dd) + + # 日收益序列 + daily_rets = [] + for j in range(1, len(values)): + if values[j - 1] > 0: + daily_rets.append(values[j] / values[j - 1] - 1) + + # 夏普 + if daily_rets: + arr = np.array(daily_rets) + sharpe = float(np.mean(arr) / np.std(arr)) * np.sqrt(252) if np.std(arr) > 0 else 0.0 + win_rate = float(np.mean(arr > 0)) + else: + sharpe = 0.0 + win_rate = 0.0 + + stats.append({ + "group": i + 1, + "label": c, + "total_return": round(total_return, 4), + "annual_return": round(annual_return, 4), + "max_drawdown": round(max_dd, 4), + "sharpe": round(sharpe, 2), + "win_rate": round(win_rate, 4), + }) + + return stats + + # ── 多空组合 ── + + @staticmethod + def _calc_long_short( + group_nav: list[dict], config: FactorConfig, + ) -> tuple[list[dict], dict]: + """多空组合: 做多最高组 + 做空最低组。""" + if not group_nav: + return [], {} + + group_cols = sorted([k for k in group_nav[0] if k != "date"]) + if len(group_cols) < 2: + return [], {} + + top_col = group_cols[-1] # Q5 (最高) + bottom_col = group_cols[0] # Q1 (最低) + + # 独立计算 top 和 bottom 的日收益，然后合成 + ls_value = 1.0 + prev_top = 1.0 + prev_bot = 1.0 + peak = 1.0 + max_dd = 0.0 + ls_nav: list[dict] = [] + + for row in group_nav: + top_nav = float(row.get(top_col, 1.0)) if row.get(top_col) is not None else 1.0 + bot_nav = float(row.get(bottom_col, 1.0)) if row.get(bottom_col) is not None else 1.0 + + # top 组收益 (做多) + top_ret = (top_nav / prev_top - 1) if prev_top > 0 else 0.0 + # bottom 组收益 (做空 = 取反) + bot_ret = -(bot_nav / prev_bot - 1) if prev_bot > 0 else 0.0 + # 多空组合收益 + ls_ret = (top_ret + bot_ret) / 2 # 各分配 50% 资金 + ls_value *= (1 + ls_ret) + + prev_top = top_nav + prev_bot = bot_nav + + peak = max(peak, ls_value) + dd = (ls_value - peak) / peak if peak > 0 else 0.0 + max_dd = min(max_dd, dd) + + ls_nav.append({"date": row["date"], "value": round(ls_value, 4)}) + + total_ret = ls_value - 1.0 + ls_stats = { + "total_return": round(total_ret, 4), + "max_drawdown": round(max_dd, 4), + "top_group": top_col, + "bottom_group": bottom_col, + } + + return ls_nav, ls_stats + + @staticmethod + def _config_to_dict(c: FactorConfig) -> dict: + return { + "factor_name": c.factor_name, + "symbols": c.symbols, + "start": str(c.start), + "end": str(c.end), + "n_groups": c.n_groups, + "rebalance": c.rebalance, + "weight": c.weight, + "fees_pct": c.fees_pct, + "slippage_bps": c.slippage_bps, + } diff --git a/backend/app/backtest/strategy.py b/backend/app/backtest/strategy.py new file mode 100644 index 0000000..e6f597f --- /dev/null +++ b/backend/app/backtest/strategy.py @@ -0,0 +1,701 @@ +"""策略回测服务 — 复用 StrategyDef 体系做全周期回测。 + +核心优化: 向量化 filter_fn，不逐日调用 StrategyEngine.run()。 +""" +from __future__ import annotations + +import logging +import time +import uuid +from dataclasses import dataclass, field +from datetime import date, timedelta +from typing import Callable, Literal + +import numpy as np +import polars as pl + +from app.backtest.engine import BacktestEngine, MatcherConfig, SimResult +from app.strategy.engine import StrategyEngine, StrategyDef + +logger = logging.getLogger(__name__) + +BENCHMARK_SYMBOL = "000001.SH" + + +@dataclass +class StrategyBacktestConfig: + strategy_id: str + symbols: list[str] | None + start: date + end: date + params: dict | None = None + overrides: dict | None = None + matching: Literal["close_t", "open_t+1"] = "open_t+1" + fees_pct: float = 0.0002 + slippage_bps: float = 5.0 + max_positions: int = 10 + max_exposure_pct: float = 1.0 + initial_capital: float = 1_000_000.0 + position_sizing: Literal["equal", "score_weight"] = "equal" + mode: Literal["position", "full"] = "position" + holding_days: int = 5 + + +@dataclass +class StrategyBacktestResult: + run_id: str + config: dict + stats: dict = field(default_factory=dict) + equity_curve: list[dict] = field(default_factory=list) + drawdown_curve: list[dict] = field(default_factory=list) + benchmark_curve: list[dict] = field(default_factory=list) + trades: list[dict] = field(default_factory=list) + per_symbol_stats: list[dict] = field(default_factory=list) + strategy_info: dict = field(default_factory=dict) + elapsed_ms: float = 0.0 + error: str | None = None + + +class StrategyBacktestService: + def __init__( + self, + engine: BacktestEngine, + strategy_engine: StrategyEngine, + ) -> None: + self.engine = engine + self.strategy_engine = strategy_engine + + def run( + self, + config: StrategyBacktestConfig, + progress_cb: "Callable[[dict], None] | None" = None, + cancel_event: "threading.Event | None" = None, + ) -> StrategyBacktestResult: + t0 = time.perf_counter() + run_id = uuid.uuid4().hex[:10] + + def _err(msg: str) -> StrategyBacktestResult: + return StrategyBacktestResult( + run_id=run_id, + config=self._config_to_dict(config), + error=msg, + elapsed_ms=(time.perf_counter() - t0) * 1000, + ) + + # 获取策略定义 + try: + s = self.strategy_engine.get(config.strategy_id) + except ValueError as e: + return _err(str(e)) + + params = self._normalize_params(config.params or {}, s) + overrides = config.overrides or {} + basic_filter = self._effective_basic_filter(s, overrides) + entry_signals = self._effective_signals(overrides, "entry_signals", s.entry_signals) + exit_signals = self._effective_signals(overrides, "exit_signals", s.exit_signals) + stop_loss = self._override_value(overrides, "stop_loss", s.stop_loss) + trailing_stop = self._normalize_pct( + self._override_value(overrides, "trailing_stop", getattr(s, "trailing_stop", None)), + 0.005, + 0.5, + ) + trailing_take_profit_activate = self._normalize_pct( + self._override_value(overrides, "trailing_take_profit_activate", getattr(s, "trailing_take_profit_activate", None)), + 0.01, + 2.0, + ) + trailing_take_profit_drawdown = self._normalize_pct( + self._override_value(overrides, "trailing_take_profit_drawdown", getattr(s, "trailing_take_profit_drawdown", None)), + 0.005, + 0.5, + ) + if trailing_take_profit_activate is not None and trailing_take_profit_drawdown is not None: + trailing_take_profit_drawdown = min(trailing_take_profit_drawdown, trailing_take_profit_activate) + max_hold_days = self._override_value(overrides, "max_hold_days", s.max_hold_days) + score_min, score_max = self._normalize_score_range( + overrides.get("score_min"), + overrides.get("score_max"), + ) + + timing_ms: dict[str, float] = {} + + # 加载面板 (含 warmup + 全量指标 + 信号)。warmup 只用于指标/形态计算, 不参与正式交易。 + warmup_days = max(120, int(max(s.lookback_days or 1, 1) * 1.5)) + load_start = config.start - timedelta(days=warmup_days) + + # 全量模式: entries 只在正式区间触发, exits 需要 end 之后的尾部数据继续执行策略卖点。 + # 若策略有 max_hold_days, 用它决定尾部窗口；否则 holding_days 只作为兜底观察上限。 + full_horizon_days = int(max_hold_days or config.holding_days or 5) + full_horizon_days = max(full_horizon_days, 1) + load_end = config.end + if config.mode == "full": + fwd_buffer = full_horizon_days + 5 # 多取几天, 容错停牌缺口/open_t+1 + load_end = config.end + timedelta(days=fwd_buffer * 2) # 日历日放宽, 确保覆盖 N 个交易日 + + t_load = time.perf_counter() + panel = self.engine.load_panel(config.symbols, load_start, load_end) + timing_ms["load_panel"] = round((time.perf_counter() - t_load) * 1000, 1) + if panel.is_empty(): + return _err("无数据，请检查日期范围或先运行盘后管道") + + formal_range = self._date_range_mask(panel, config.start, config.end) + if not formal_range.any(): + return _err("正式回测区间内无数据") + + t_signal = time.perf_counter() + + # basic_filter 只影响买入候选, 不能删除行情 panel, 否则持仓 mark / 卖出 / full forward return 都会失真。 + basic_mask = pl.Series("_basic", [True] * len(panel), dtype=pl.Boolean) + if basic_filter and basic_filter.get("enabled", True): + expr = StrategyEngine._basic_filter_expr(panel, basic_filter) + if expr is not None: + try: + basic_mask = panel.select(expr.alias("_basic"))["_basic"].fill_null(False).cast(pl.Boolean) + except Exception as e: # noqa: BLE001 + logger.warning("basic_filter mask failed: %s", e) + return _err(f"基础过滤计算失败: {e}") + + # 策略候选层用于评分归一化；entry_signals 只是买点层, 不参与 score universe。 + candidate_filter_mask = self._build_candidate_filter_mask(panel, s, params) + candidate_mask = basic_mask & candidate_filter_mask + panel = self._apply_score(panel, s, overrides, universe_mask=candidate_mask) + + entry_mask = self._build_entry_mask_from_candidate(panel, candidate_mask, s, entry_signals) + entry_mask = entry_mask & formal_range + raw_exit_mask = self._build_signal_mask(panel, exit_signals, "_exit") + exit_mask = raw_exit_mask & (self._date_range_mask(panel, config.start, load_end) if config.mode == "full" else formal_range) + timing_ms["signals_score"] = round((time.perf_counter() - t_signal) * 1000, 1) + + if not entry_mask.any(): + return _err("在指定区间内未产生买入信号") + + # warmup 之后才交给撮合；full mode 保留 end 之后前瞻段用于 shift(-N)。 + sim_end = load_end if config.mode == "full" else config.end + sim_range = self._date_range_mask(panel, config.start, sim_end) + sim_panel = panel.filter(sim_range) + sim_entry_mask = entry_mask.filter(sim_range) + sim_exit_mask = exit_mask.filter(sim_range) + if sim_panel.is_empty(): + return _err("正式回测区间内无数据") + + t_sim = time.perf_counter() + matcher_config = MatcherConfig( + matching=config.matching, + fees_pct=config.fees_pct, + slippage_bps=config.slippage_bps, + stop_loss_pct=stop_loss, + trailing_stop_pct=trailing_stop, + trailing_take_profit_activate_pct=trailing_take_profit_activate, + trailing_take_profit_drawdown_pct=trailing_take_profit_drawdown, + max_hold_days=max_hold_days, + max_positions=config.max_positions, + max_exposure_pct=config.max_exposure_pct, + score_min=score_min, + score_max=score_max, + initial_capital=config.initial_capital, + position_sizing=config.position_sizing, + ) + # 撮合 — full 为全候选独立执行；position 为账户级仓位模拟。 + if config.mode == "full": + result = self.engine.simulate_independent_candidates( + sim_panel, + sim_entry_mask, + sim_exit_mask, + matcher_config, + progress_cb, + cancel_event, + ) + else: + result = self.engine.simulate_portfolio(sim_panel, sim_entry_mask, sim_exit_mask, matcher_config, progress_cb, cancel_event) + timing_ms["simulate"] = round((time.perf_counter() - t_sim) * 1000, 1) + + # 检查是否被取消 + if cancel_event is not None and cancel_event.is_set(): + return StrategyBacktestResult( + run_id=run_id, + config=self._config_to_dict(config), + error="cancelled", + elapsed_ms=round((time.perf_counter() - t0) * 1000, 1), + ) + + if result.stats.get("error"): + return _err(result.stats["error"]) + + timing_ms["total"] = round((time.perf_counter() - t0) * 1000, 1) + result.stats["timing_ms"] = timing_ms + result.stats["panel_rows"] = int(sim_panel.height) + + benchmark_curve = self._build_benchmark_curve(config.start, config.end) + + # 构建策略信息 + strategy_info = { + "id": s.meta.get("id", config.strategy_id), + "name": s.meta.get("name", config.strategy_id), + "description": s.meta.get("description", ""), + "entry_signals": entry_signals, + "exit_signals": exit_signals, + "stop_loss": stop_loss, + "trailing_stop": trailing_stop, + "trailing_take_profit_activate": trailing_take_profit_activate, + "trailing_take_profit_drawdown": trailing_take_profit_drawdown, + "max_hold_days": max_hold_days, + "full_horizon_days": full_horizon_days, + "score_min": score_min, + "score_max": score_max, + "source": s.source, + } + + elapsed = (time.perf_counter() - t0) * 1000 + + return StrategyBacktestResult( + run_id=run_id, + config=self._config_to_dict(config), + stats=result.stats, + equity_curve=result.equity_curve, + drawdown_curve=result.drawdown_curve, + benchmark_curve=benchmark_curve, + trades=[self._trade_to_dict(t) for t in result.trades], + per_symbol_stats=result.per_symbol_stats, + strategy_info=strategy_info, + elapsed_ms=round(elapsed, 1), + ) + + # ── 全量模拟 (选股能力统计, 不建组合不算净值) ── + + def _run_full_simulation( + self, + panel: pl.DataFrame, + entry_mask: pl.Series, + holding_days: int, + ) -> SimResult: + """对 entry_mask 命中的全部候选, 算持有 N 天后的前瞻收益统计。 + + 不受 max_positions/资金约束, 反映策略选股能力本身。 + equity_curve 复用为"累计日均超额收益曲线"(基准归零)。 + """ + n = holding_days if holding_days and holding_days > 0 else 5 + + df = panel.with_columns([ + entry_mask.cast(pl.Boolean).alias("_is_candidate"), + (pl.col("close").shift(-n).over("symbol") / pl.col("close") - 1).alias("_fwd_return"), + ]).filter( + pl.col("_is_candidate") + & pl.col("_fwd_return").is_not_null() + & pl.col("_fwd_return").is_not_nan() + ) + + if df.is_empty(): + return self.engine._empty_result() + + fwd = df["_fwd_return"].to_numpy() + wins = fwd[fwd > 0] + losses = fwd[fwd <= 0] + avg_win = float(wins.mean()) if wins.size else 0.0 + avg_loss = abs(float(losses.mean())) if losses.size else 0.0 + + # 按日聚合: 当日候选的平均前瞻收益 + daily = ( + df.group_by("date").agg( + pl.col("_fwd_return").mean().alias("avg_ret"), + pl.col("_fwd_return").count().alias("n_cand"), + ).sort("date") + ) + + # 累计超额曲线: 每日复利平均收益 (基准归零, 故 equity 即累计策略收益) + equity_curve: list[dict] = [] + equity = 1.0 + peak = 1.0 + drawdown_curve: list[dict] = [] + for row in daily.iter_rows(named=True): + ret = float(row["avg_ret"] or 0.0) + equity *= (1 + ret) + peak = max(peak, equity) + dd = (equity - peak) / peak if peak > 0 else 0.0 + d_str = str(row["date"])[:10] + equity_curve.append({ + "date": d_str, + "value": round(equity, 4), + "positions": int(row["n_cand"]), + }) + drawdown_curve.append({"date": d_str, "value": round(dd, 4)}) + + # 同期上证收益 (用 benchmark close 算) + benchmark_curve = self._build_benchmark_curve( + daily["date"].min(), daily["date"].max() + ) + benchmark_return = 0.0 + if benchmark_curve: + closes = [b["close"] for b in benchmark_curve if b.get("close")] + if len(closes) >= 2 and closes[0] > 0: + benchmark_return = closes[-1] / closes[0] - 1 + + total_return = equity - 1.0 + max_dd = min((d["value"] for d in drawdown_curve), default=0.0) + + # 日收益序列算 Sharpe (年化) + daily_rets = daily["avg_ret"].to_numpy() + sharpe = ( + float(daily_rets.mean() / daily_rets.std() * np.sqrt(252)) + if daily_rets.size > 1 and daily_rets.std() > 0 else 0.0 + ) + + # 收益分布直方图: 按 [-20%, +20%] 分 21 档 (每档 2%), 超出归入首尾档 + lo, hi, nbins = -0.20, 0.20, 20 + clipped = np.clip(fwd, lo, hi) + counts, edges = np.histogram(clipped, bins=nbins, range=(lo, hi)) + dist = [ + { + "range": f"{(edges[i]*100):+.0f}~{(edges[i+1]*100):+.0f}%", + "count": int(counts[i]), + "ratio": round(float(counts[i] / fwd.size), 4) if fwd.size else 0.0, + } + for i in range(nbins) + ] + + stats = { + "mode": "full", + "n_candidates": int(fwd.size), + "n_days": int(daily.height), + "avg_daily_candidates": round(float(daily["n_cand"].mean()), 1), + "avg_return": round(float(fwd.mean()), 4), + "median_return": round(float(np.median(fwd)), 4), + "win_rate": round(float(wins.size / fwd.size), 4) if fwd.size else 0.0, + "profit_factor": round(avg_win / avg_loss, 2) if avg_loss > 0 else None, + "best": round(float(fwd.max()), 4), + "worst": round(float(fwd.min()), 4), + "total_return": round(float(total_return), 4), + "max_drawdown": round(float(max_dd), 4), + "sharpe": round(sharpe, 2), + "benchmark_return": round(float(benchmark_return), 4), + "excess": round(float(total_return - benchmark_return), 4), + "return_distribution": dist, + } + + return SimResult( + equity_curve=equity_curve, + drawdown_curve=drawdown_curve, + trades=[], + per_symbol_stats=[], + stats=stats, + ) + + # ── 向量化信号生成 ── + + @staticmethod + def _date_range_mask(panel: pl.DataFrame, start: date, end: date) -> pl.Series: + return panel.select( + ((pl.col("date") >= start) & (pl.col("date") <= end)).alias("_range") + )["_range"].fill_null(False).cast(pl.Boolean) + + def _build_candidate_filter_mask( + self, + panel: pl.DataFrame, + s: StrategyDef, + params: dict, + ) -> pl.Series: + """生成策略候选层 mask。filter_history/filter 决定候选池, 不包含 entry_signals。""" + false_mask = pl.Series("_candidate_filter", [False] * len(panel), dtype=pl.Boolean) + true_mask = pl.Series("_candidate_filter", [True] * len(panel), dtype=pl.Boolean) + + history_failed = False + # 优先: filter_history_fn 策略 (涨停/反包等多日形态, 与选股路径共用同一逻辑) + if s.filter_history_fn: + try: + hit_df = s.filter_history_fn(panel, params) + if hit_df is None or hit_df.is_empty(): + return false_mask + # 命中行 (symbol,date) → 转 panel 等长布尔 mask + hits = hit_df.select(["symbol", "date"]).unique() + marked = ( + panel.select(["symbol", "date"]) + .join( + hits.with_columns(pl.lit(True).alias("_hit")), + on=["symbol", "date"], + how="left", + ) + ) + return marked["_hit"].fill_null(False).cast(pl.Boolean) + except Exception as e: + history_failed = True + logger.warning("strategy filter_history_fn failed: %s", e) + # 失败则回退到 filter_fn (若存在) + + # 策略 filter_fn: 候选层 (filter_history 不可用或失败时) + if s.filter_fn: + try: + expr = s.filter_fn(panel, params) + if expr is not None: + result = panel.select(expr.alias("_candidate_filter")) + if not result.is_empty(): + return result["_candidate_filter"].fill_null(False).cast(pl.Boolean) + except Exception as e: + logger.warning("strategy filter_fn failed: %s", e) + return false_mask + + if history_failed: + return false_mask + + # 没有策略候选层时, 由 entry_signals 直接决定买点。 + return true_mask + + def _build_entry_mask_from_candidate( + self, + panel: pl.DataFrame, + candidate_mask: pl.Series, + s: StrategyDef, + entry_signals: list[str], + ) -> pl.Series: + """向量化生成买入掩码：候选层 AND 买点层；无买点时只用策略候选层。""" + signal_mask = self._build_signal_mask(panel, entry_signals, "_entry_signal") + if entry_signals: + return candidate_mask & signal_mask + if s.filter_history_fn or s.filter_fn: + return candidate_mask + return pl.Series("_entry", [False] * len(panel), dtype=pl.Boolean) + + def _build_entry_mask( + self, + panel: pl.DataFrame, + s: StrategyDef, + params: dict, + entry_signals: list[str], + ) -> pl.Series: + """兼容旧调用: 候选层 AND 买点层。""" + candidate_mask = self._build_candidate_filter_mask(panel, s, params) + return self._build_entry_mask_from_candidate(panel, candidate_mask, s, entry_signals) + + @staticmethod + def _build_signal_mask(panel: pl.DataFrame, signals: list[str], name: str) -> pl.Series: + """向量化合并信号列，多个信号 OR。支持内置 signal_ 与自定义 csg_ 前缀。""" + masks: list[pl.Series] = [] + for sig in signals: + # csg_ (自定义信号) 直接用；否则按 signal_ 解析 + col = sig if (sig.startswith("signal_") or sig.startswith("csg_")) else f"signal_{sig}" + if col in panel.columns: + masks.append(panel[col].fill_null(False).cast(pl.Boolean)) + + if not masks: + return pl.Series(name, [False] * len(panel), dtype=pl.Boolean) + + combined = masks[0] + for m in masks[1:]: + combined = combined | m + return combined + + def _build_benchmark_curve(self, start: date, end: date) -> list[dict]: + try: + df = self.engine.repo.get_index_daily(BENCHMARK_SYMBOL, start, end, columns=["date", "close"]) + except Exception as e: + logger.warning("load benchmark %s failed: %s", BENCHMARK_SYMBOL, e) + return [] + + if df.is_empty() or "close" not in df.columns: + return [] + + df = df.filter(pl.col("close").is_not_null() & (pl.col("close") > 0)).sort("date") + if df.is_empty(): + return [] + + return [ + { + "date": str(row["date"])[:10], + "value": round(float(row["close"]), 4), + "close": round(float(row["close"]), 4), + "name": "上证指数", + "symbol": BENCHMARK_SYMBOL, + } + for row in df.iter_rows(named=True) + if row["close"] is not None + ] + + # ── 工具 ── + + @staticmethod + def _effective_basic_filter(s: StrategyDef, overrides: dict) -> dict: + basic_filter = dict(s.basic_filter or {}) + override_filter = overrides.get("basic_filter") + if isinstance(override_filter, dict): + basic_filter.update(override_filter) + return basic_filter + + @staticmethod + def _effective_signals(overrides: dict, key: str, default: list[str]) -> list[str]: + value = overrides.get(key) + if isinstance(value, list): + return [str(v) for v in value if v] + return list(default or []) + + @staticmethod + def _override_value(overrides: dict, key: str, default): + if key in overrides: + return overrides.get(key) + return default + + @staticmethod + def _normalize_pct(value, min_value: float, max_value: float) -> float | None: + if value is None or value == "": + return None + try: + pct = abs(float(value)) + except (TypeError, ValueError): + return None + return min(max(pct, min_value), max_value) + + @staticmethod + def _normalize_score_range(min_value, max_value) -> tuple[float | None, float | None]: + def _bound(value) -> float | None: + if value is None or value == "": + return None + try: + score = float(value) + except (TypeError, ValueError): + return None + if not np.isfinite(score): + return None + return min(max(score, 0.0), 100.0) + + score_min = _bound(min_value) + score_max = _bound(max_value) + if score_min is not None and score_max is not None and score_min > score_max: + score_min, score_max = score_max, score_min + return score_min, score_max + + @staticmethod + def _normalize_params(params: dict, s: StrategyDef) -> dict: + normalized = dict(params) + for param in s.meta.get("params", []): + pid = param.get("id") + if not pid: + continue + value = normalized.get(pid, param.get("default")) + p_type = param.get("type") + if p_type in {"float", "int"}: + try: + num = float(value) + except (TypeError, ValueError): + num = float(param.get("default", 0) or 0) + if param.get("min") is not None: + num = max(num, float(param["min"])) + if param.get("max") is not None: + num = min(num, float(param["max"])) + normalized[pid] = int(num) if p_type == "int" else num + elif p_type == "select" and param.get("options"): + normalized[pid] = value if value in param["options"] else param.get("default") + elif p_type == "bool": + if isinstance(value, bool): + normalized[pid] = value + elif isinstance(value, str): + normalized[pid] = value.lower() == "true" + else: + normalized[pid] = bool(param.get("default", False)) + else: + normalized[pid] = value + return normalized + + @staticmethod + def _trade_to_dict(t) -> dict: + return { + "symbol": t.symbol, + "name": t.name, + "entry_date": str(t.entry_date) if isinstance(t.entry_date, date) else str(t.entry_date), + "exit_date": str(t.exit_date) if isinstance(t.exit_date, date) else str(t.exit_date), + "entry_price": t.entry_price, + "exit_price": t.exit_price, + "pnl_pct": t.pnl_pct, + "duration": t.duration, + "exit_reason": t.exit_reason, + "shares": t.shares, + "lots": t.lots, + "position_pct": t.position_pct, + "entry_value": t.entry_value, + "exit_value": t.exit_value, + "pnl_amount": t.pnl_amount, + "entry_score": getattr(t, "entry_score", None), + "entry_signal_date": str(t.entry_signal_date) if getattr(t, "entry_signal_date", None) is not None else None, + "exit_signal_date": str(t.exit_signal_date) if getattr(t, "exit_signal_date", None) is not None else None, + "blocked_exit_days": getattr(t, "blocked_exit_days", 0), + } + + @staticmethod + def _config_to_dict(c: StrategyBacktestConfig) -> dict: + score_min, score_max = StrategyBacktestService._normalize_score_range( + (c.overrides or {}).get("score_min"), + (c.overrides or {}).get("score_max"), + ) + return { + "strategy_id": c.strategy_id, + "symbols": c.symbols, + "start": str(c.start), + "end": str(c.end), + "params": c.params, + "overrides": c.overrides, + "score_min": score_min, + "score_max": score_max, + "matching": c.matching, + "fees_pct": c.fees_pct, + "slippage_bps": c.slippage_bps, + "max_positions": c.max_positions, + "max_exposure_pct": c.max_exposure_pct, + "initial_capital": c.initial_capital, + "position_sizing": c.position_sizing, + "mode": c.mode, + "holding_days": c.holding_days, + } + + @staticmethod + def _apply_score( + panel: pl.DataFrame, + s: StrategyDef, + overrides: dict | None, + universe_mask: pl.Series | None = None, + ) -> pl.DataFrame: + scoring = s.meta.get("scoring", {}) + scoring_overrides = (overrides or {}).get("scoring") + if scoring_overrides: + scoring = {**scoring, **scoring_overrides} + + work = panel + has_universe = universe_mask is not None and len(universe_mask) == len(panel) + if has_universe: + work = work.with_columns(universe_mask.rename("_score_universe")) + + def _value_in_universe(col: str) -> pl.Expr: + if has_universe: + return pl.when(pl.col("_score_universe")).then(pl.col(col)).otherwise(None) + return pl.col(col) + + def _finish(df: pl.DataFrame) -> pl.DataFrame: + return df.drop("_score_universe") if "_score_universe" in df.columns else df + + if scoring: + total_weight = sum(scoring.values()) + if total_weight > 0: + score_parts: list[pl.Expr] = [] + for col, weight in scoring.items(): + if col not in work.columns: + continue + w = weight / total_weight + value = _value_in_universe(col) + col_min = value.min().over("date") + col_max = value.max().over("date") + col_range = col_max - col_min + normalized = pl.when(col_range > 0).then( + (pl.col(col) - col_min) / col_range + ).otherwise(pl.lit(0.5)) + if has_universe: + normalized = pl.when(pl.col("_score_universe")).then(normalized).otherwise(0.0) + score_parts.append(normalized * w) + if score_parts: + score_expr = score_parts[0] + for part in score_parts[1:]: + score_expr = score_expr + part + return _finish(work.with_columns((score_expr * 100).fill_null(0).alias("score"))) + + order_by = s.meta.get("order_by") + if order_by and order_by != "score" and order_by in work.columns: + direction = 1 if s.meta.get("descending", True) else -1 + score_expr = pl.col(order_by).fill_null(0) * direction + if has_universe: + score_expr = pl.when(pl.col("_score_universe")).then(score_expr).otherwise(0.0) + return _finish(work.with_columns(score_expr.alias("score"))) + return _finish(work.with_columns(pl.lit(0.0).alias("score"))) diff --git a/backend/app/config.py b/backend/app/config.py new file mode 100644 index 0000000..8468076 --- /dev/null +++ b/backend/app/config.py @@ -0,0 +1,61 @@ +"""全局配置 — 从环境变量 / .env 读取。""" +from __future__ import annotations + +from pathlib import Path + +from pydantic import Field, model_validator +from pydantic_settings import BaseSettings, SettingsConfigDict + +# 项目根目录 = backend/ 的父目录 +_BACKEND_DIR = Path(__file__).resolve().parent.parent +_PROJECT_ROOT = _BACKEND_DIR.parent + + +class Settings(BaseSettings): + model_config = SettingsConfigDict( + env_file=str(_PROJECT_ROOT / ".env"), + env_file_encoding="utf-8", + extra="ignore", + ) + + # TickFlow + tickflow_api_key: str = Field(default="", description="留空启用 free 模式") + + # AI + ai_provider: str = "openai_compat" + ai_base_url: str = "https://api.alysc.top" + ai_api_key: str = "" + ai_model: str = "gpt-5.5" + ai_daily_token_budget: int = 5_000_000 + + # Server + host: str = "0.0.0.0" + port: int = 3018 + log_level: str = "INFO" + backtest_range_guard: bool = False + + # Data — 默认使用项目根目录的 data/，可通过 DATA_DIR 环境变量覆盖 + data_dir: Path = _PROJECT_ROOT / "data" + + # tiers.yaml 路径(项目根目录) + tiers_yaml: Path = _PROJECT_ROOT / "tiers.yaml" + + # 静态文件(前端 dist) — 部署时只需 rsync 到 frontend/dist + static_dir: Path = _PROJECT_ROOT / "frontend" / "dist" + + @model_validator(mode="after") + def _resolve_paths(self) -> Settings: + """确保 data_dir 是绝对路径（环境变量传入的相对路径基于项目根目录解析）。""" + if not self.data_dir.is_absolute(): + # 相对路径基于项目根目录解析，而非 CWD + self.data_dir = (_PROJECT_ROOT / self.data_dir).resolve() + return self + + @property + def use_free_mode(self) -> bool: + """是否走 Free 模式。优先看 secrets.json,其次看 .env。""" + from app import secrets_store + return not secrets_store.get_tickflow_key() + + +settings = Settings() diff --git a/backend/app/indicators/__init__.py b/backend/app/indicators/__init__.py new file mode 100644 index 0000000..47c096f --- /dev/null +++ b/backend/app/indicators/__init__.py @@ -0,0 +1 @@ +"""技术指标 — Polars 实现(§7.5 / §7.7)。""" diff --git a/backend/app/indicators/pipeline.py b/backend/app/indicators/pipeline.py new file mode 100644 index 0000000..dcab138 --- /dev/null +++ b/backend/app/indicators/pipeline.py @@ -0,0 +1,1494 @@ +"""enriched 表计算流水线(§7.5 / §7.7 Step 2)。 + +存储层 (enriched parquet): + 仅存储基础行情窄表 (14 列), 指标和信号由各服务即时计算。 + + 存储列: symbol, date, OHLCV(前复权), volume, amount, + raw_close, raw_high, raw_low, turnover_rate, + consecutive_limit_ups, consecutive_limit_downs + +设计: + - 100% Polars 表达式(SQL 窗口无法表达递归 EMA) + - 每只标的独立计算(`.over("symbol")`) + - 有 adj_factor 时先应用前复权再算指标;无因子时直接用 raw + - streaming collect 控制内存 +""" +from __future__ import annotations + +import logging +from collections.abc import Callable +from pathlib import Path + +import polars as pl + +from app.config import settings + +logger = logging.getLogger(__name__) + + +# ── 自定义信号缓存 ───────────────────────────────────── +# 从 data/user_data/custom_signals/*.json 加载并编译为 Polars 表达式。 +# 模块级缓存：首次调用时加载，invalidate_custom_signals() 后下次重载。 +_custom_signal_exprs: dict[str, pl.Expr] | None = None + + +def _get_custom_signal_exprs() -> dict[str, pl.Expr]: + """懒加载自定义信号表达式（带模块级缓存）。""" + global _custom_signal_exprs + if _custom_signal_exprs is None: + from app.strategy import custom_signals + try: + sigs = custom_signals.load_all(settings.data_dir) + _custom_signal_exprs = custom_signals.build_expressions(sigs) + except Exception as e: + logger.warning("custom signals load failed: %s", e) + _custom_signal_exprs = {} + return _custom_signal_exprs + + +def invalidate_custom_signals() -> None: + """失效自定义信号缓存（保存/删除信号后调用，下次计算重新加载）。""" + global _custom_signal_exprs + _custom_signal_exprs = None + + +# enriched parquet 仅存储的列 (14 列) +ENRICHED_STORAGE_COLS = [ + "symbol", "date", + "open", "high", "low", "close", # 前复权 + "volume", "amount", + "raw_close", "raw_high", "raw_low", # 不复权原始价 + "turnover_rate", # 依赖当时的 float_shares, 不可回推 + "consecutive_limit_ups", # 递推状态, 需从历史 cum_sum + "consecutive_limit_downs", +] + + +# ================================================================ +# enriched 完整列清单 (存储 + 运行时计算) +# 供 AI 审查代码时参考: 策略/筛选/回测 可直接使用以下列名。 +# 分类: 存储列 → 指标列 → 信号列 → JOIN 列 +# ================================================================ +ENRICHED_COLUMNS: dict[str, dict[str, str]] = { + # ── 存储列 (parquet 持久化) ────────────────────────── + "symbol": "股票代码", + "date": "交易日期", + "open": "前复权开盘价", + "high": "前复权最高价", + "low": "前复权最低价", + "close": "前复权收盘价", + "volume": "成交量", + "amount": "成交额", + "raw_close": "原始收盘价(未复权)", + "raw_high": "原始最高价(未复权)", + "raw_low": "原始最低价(未复权)", + "turnover_rate": "换手率", + "consecutive_limit_ups": "连板数", + "consecutive_limit_downs": "连跌数", + # ── 基础指标 ───────────────────────────────────────── + "prev_close": "前收盘价", + "change_pct": "日涨跌幅(小数, 如 0.05 = 5%)", + "change_amount": "日涨跌额", + "amplitude": "日振幅 (最高-最低)/昨收", + # ── 均线 MA ────────────────────────────────────────── + "ma5": "5日简单均线", + "ma10": "10日简单均线", + "ma20": "20日简单均线", + "ma30": "30日简单均线", + "ma60": "60日简单均线(季线)", + # ── 指数均线 EMA ───────────────────────────────────── + "ema5": "5日指数均线", + "ema10": "10日指数均线", + "ema20": "20日指数均线", + "ema30": "30日指数均线", + "ema60": "60日指数均线", + # ── MACD ───────────────────────────────────────────── + "macd_dif": "MACD DIF线(快线-慢线)", + "macd_dea": "MACD DEA线(信号线)", + "macd_hist": "MACD柱状图 (DIF-DEA)×2", + # ── 布林带 BOLL ────────────────────────────────────── + "boll_upper": "布林带上轨 MA20+2σ", + "boll_lower": "布林带下轨 MA20-2σ", + # ── KDJ ────────────────────────────────────────────── + "kdj_k": "KDJ K值", + "kdj_d": "KDJ D值", + "kdj_j": "KDJ J值 (3K-2D)", + # ── ATR ────────────────────────────────────────────── + "atr_14": "14日平均真实波幅", + # ── 量价 ───────────────────────────────────────────── + "vol_ma5": "5日成交均量", + "vol_ma10": "10日成交均量", + "vol_ratio_5d": "量比 (成交量/5日均量)", + # ── 极值 ───────────────────────────────────────────── + "high_60d": "60日最高价", + "low_60d": "60日最低价", + # ── 动量 ───────────────────────────────────────────── + "momentum_5d": "5日动量(涨跌幅小数)", + "momentum_10d": "10日动量", + "momentum_20d": "20日动量", + "momentum_30d": "30日动量", + "momentum_60d": "60日动量", + # ── 波动率 ─────────────────────────────────────────── + "annual_vol_20d": "20日年化波动率", + # ── RSI ────────────────────────────────────────────── + "rsi_6": "6日相对强弱指标", + "rsi_14": "14日相对强弱指标", + "rsi_24": "24日相对强弱指标", + # ── 信号列 (bool) ──────────────────────────────────── + "signal_ma_golden_5_20": "MA5上穿MA20 (金叉)", + "signal_ma_dead_5_20": "MA5下穿MA20 (死叉)", + "signal_ma_golden_20_60": "MA20上穿MA60", + "signal_macd_golden": "MACD金叉 (DIF上穿DEA)", + "signal_macd_dead": "MACD死叉 (DIF下穿DEA)", + "signal_ma20_breakout": "收盘突破MA20上方", + "signal_ma20_breakdown": "收盘跌破MA20下方", + "signal_n_day_high": "创60日新高", + "signal_n_day_low": "创60日新低", + "signal_boll_breakout_upper": "突破布林上轨", + "signal_boll_breakdown_lower": "跌破布林下轨", + "signal_volume_surge": "放量 (量比≥2.0)", + "signal_limit_up": "涨停", + "signal_limit_down": "跌停", + "signal_limit_down_recovery": "跌停翘板(跌停后回升)", + "signal_broken_limit_up": "炸板(最高触及涨停但收盘未封住)", + # ── JOIN 列 (由 repository 从 instruments 表补充) ─── + "name": "股票名称 (来自 instruments)", + "total_shares": "总股本 (来自 instruments)", + "float_shares": "流通股本 (来自 instruments)", +} + +# 仅供 AI/开发者快速索引: 按类别的列名列表 +ENRICHED_COLUMNS_BY_CATEGORY: dict[str, list[str]] = { + "storage": [k for k in ENRICHED_COLUMNS if k in ENRICHED_STORAGE_COLS], + "basic": ["prev_close", "change_pct", "change_amount", "amplitude"], + "ma": ["ma5", "ma10", "ma20", "ma30", "ma60"], + "ema": ["ema5", "ema10", "ema20", "ema30", "ema60"], + "macd": ["macd_dif", "macd_dea", "macd_hist"], + "boll": ["boll_upper", "boll_lower"], + "kdj": ["kdj_k", "kdj_d", "kdj_j"], + "atr": ["atr_14"], + "volume": ["vol_ma5", "vol_ma10", "vol_ratio_5d"], + "extremes": ["high_60d", "low_60d"], + "momentum": ["momentum_5d", "momentum_10d", "momentum_20d", "momentum_30d", "momentum_60d"], + "volatility": ["annual_vol_20d"], + "rsi": ["rsi_6", "rsi_14", "rsi_24"], + "signals": [k for k in ENRICHED_COLUMNS if k.startswith("signal_")], + "join": ["name", "total_shares", "float_shares"], +} + + +def _ema_alpha(span: int) -> float: + return 2.0 / (span + 1) + + +def _math_half_up(expr: pl.Expr, decimals: int = 2) -> pl.Expr: + """交易所四舍五入 (round half up)，替代 Python round()（银行家舍入）。 + + round(2.625, 2) = 2.62 ← Python 银行家舍入 + exchange_round(2.625) = 2.63 ← 交易所四舍五入 + """ + factor = 10 ** decimals + return (expr * factor + 0.5).floor() / factor + + +def _limit_price(prev: pl.Expr, limit_pct: pl.Expr, up: bool) -> pl.Expr: + """用「分」为单位的整数算术计算涨跌停价，规避浮点精度问题。 + + 交易所涨跌停价 = round(prev × (1 ± limit), 2)，标准四舍五入。 + 若直接用浮点 prev × (1 ± limit) 会丢精度： + 18.90 × 0.95 = 17.955，浮点存储为 17.954999..., 四舍五入后得 17.95（错）。 + 本函数先把 prev 转成整数「分」(round 到分避免输入含厘误差)， + 再用整数系数 105/95、110/90、120/80、130/70 相乘后四舍五入回元，全程不丢精度。 + """ + sign = 1 if up else -1 + # limit_pct ∈ {0.05, 0.10, 0.20, 0.30} → 系数分子 105/95、110/90、120/80、130/70 + num = ((1 + sign * limit_pct) * 100).cast(pl.Int64) # 105, 110, 120, 130 等 + cents = (prev * 100 + 0.5).floor().cast(pl.Int64) # 价格转「分」(四舍五入到分) + # cents × num / 100, 四舍五入到分(加 50) + return (((cents * num + 50) // 100) / 100) + + +def _apply_adj_factor(raw: pl.DataFrame, factors: pl.DataFrame) -> pl.DataFrame: + """对 raw K 线应用前复权 (forward adjustment)。 + + adj_factor 结构: symbol, trade_date, ex_factor + ex_factor 含义: 每次除权事件的 pre/post 比值(个股级,非累积)。 + + 前复权原理: + - 保持最新价格不变,将历史价格向下调整以消除除权缺口 + - adjusted = raw × cumprod_at_D / total_cumprod + - 等价于: adjusted = raw / (该日期之后所有事件的 ex_factor 乘积) + """ + if factors.is_empty(): + return raw + + # 确保类型一致 + factors = factors.with_columns( + pl.col("trade_date").cast(pl.Date, strict=False), + pl.col("ex_factor").cast(pl.Float64, strict=False), + ).select("symbol", "trade_date", "ex_factor").drop_nulls() + + if factors.is_empty(): + return raw + + # 去重 + 排序 + 累积乘积 (一趟完成) + factors_sorted = ( + factors.sort(["symbol", "trade_date"]) + .unique(subset=["symbol", "trade_date"]) + .sort(["symbol", "trade_date"]) + .with_columns( + pl.col("ex_factor").cum_prod().over("symbol").alias("cum_factor"), + ) + ) + + # 每个 symbol 的总累积因子 + total_factors = ( + factors_sorted + .group_by("symbol") + .agg(pl.col("cum_factor").last().alias("total_factor")) + ) + + raw_sorted = raw.sort(["symbol", "date"]) + + # join_asof backward: 每根 K 线取 <= 其 date 的最新累积因子 + # 同时带 trade_date 列用于判断除权日标记 + df = raw_sorted.join_asof( + factors_sorted.select("symbol", "trade_date", "cum_factor"), + left_on="date", + right_on="trade_date", + by="symbol", + strategy="backward", + ) + + # 补充 total_factor + 前复权 + 除权标记,一次 with_columns 完成 + df = df.join(total_factors, on="symbol", how="left") + + is_ex = pl.col("trade_date") == pl.col("date") + ratio = pl.col("cum_factor").fill_null(1.0) / pl.col("total_factor").fill_null(1.0) + price_cols = [c for c in ("open", "high", "low", "close") if c in df.columns] + + df = df.with_columns( + [pl.col(c) * ratio for c in price_cols] + + [ + is_ex.alias("ex_rights"), + ] + ).drop(["trade_date", "cum_factor", "total_factor"]) + + return df + + +# ================================================================ +# 技术指标计算 (从 OHLCV 计算) +# ================================================================ + +def compute_indicators(df: pl.DataFrame) -> pl.DataFrame: + """从 OHLCV 数据计算全套技术指标。 + + 输入必须包含: symbol, date, open, high, low, close, volume + 返回添加了所有指标列的 DataFrame。 + """ + if df.is_empty(): + return df + + import time as _time + _t0 = _time.perf_counter() + + df = df.sort(["symbol", "date"]) + + # Pass 1: 均线 + EMA + MACD 基础 + BOLL 基础 + KDJ 基础 + ATR 基础 + 量价 + 极值 + prev_close = pl.col("close").shift(1).over("symbol") + df = df.with_columns([ + # 前收盘价 + prev_close.alias("prev_close"), + # MA (最大 MA60) + pl.col("close").rolling_mean(5).over("symbol").alias("ma5"), + pl.col("close").rolling_mean(10).over("symbol").alias("ma10"), + pl.col("close").rolling_mean(20).over("symbol").alias("ma20"), + pl.col("close").rolling_mean(30).over("symbol").alias("ma30"), + pl.col("close").rolling_mean(60).over("symbol").alias("ma60"), + # EMA (不含 ema12/ema26, MACD 内部自算) + pl.col("close").ewm_mean(alpha=_ema_alpha(5), adjust=False).over("symbol").alias("ema5"), + pl.col("close").ewm_mean(alpha=_ema_alpha(10), adjust=False).over("symbol").alias("ema10"), + pl.col("close").ewm_mean(alpha=_ema_alpha(20), adjust=False).over("symbol").alias("ema20"), + pl.col("close").ewm_mean(alpha=_ema_alpha(30), adjust=False).over("symbol").alias("ema30"), + pl.col("close").ewm_mean(alpha=_ema_alpha(60), adjust=False).over("symbol").alias("ema60"), + # MACD base (内部计算, 不存 ema12/ema26) + pl.col("close").ewm_mean(alpha=_ema_alpha(12), adjust=False).over("symbol").alias("_ema12"), + pl.col("close").ewm_mean(alpha=_ema_alpha(26), adjust=False).over("symbol").alias("_ema26"), + # BOLL base + pl.col("close").rolling_std(20).over("symbol").alias("_boll_std"), + # KDJ base + pl.col("low").rolling_min(9).over("symbol").alias("_kdj_ln"), + pl.col("high").rolling_max(9).over("symbol").alias("_kdj_hn"), + # ATR base + pl.max_horizontal( + pl.col("high") - pl.col("low"), + (pl.col("high") - prev_close).abs(), + (pl.col("low") - prev_close).abs(), + ).alias("_tr"), + # 量价 base + pl.col("volume").rolling_mean(5).over("symbol").alias("vol_ma5"), + pl.col("volume").rolling_mean(10).over("symbol").alias("vol_ma10"), + pl.col("volume").rolling_mean(5).over("symbol").alias("_vol_ma5"), + # 极值 + pl.col("close").rolling_max(60).over("symbol").alias("high_60d"), + pl.col("close").rolling_min(60).over("symbol").alias("low_60d"), + ]) + + # Pass 2: MACD + BOLL (基于 Pass 1 基础列) + df = df.with_columns([ + (pl.col("_ema12") - pl.col("_ema26")).alias("macd_dif"), + (pl.col("ma20") + 2 * pl.col("_boll_std")).alias("boll_upper"), + (pl.col("ma20") - 2 * pl.col("_boll_std")).alias("boll_lower"), + ]).with_columns( + pl.col("macd_dif").ewm_mean(alpha=_ema_alpha(9), adjust=False).over("symbol").alias("macd_dea"), + ).with_columns( + ((pl.col("macd_dif") - pl.col("macd_dea")) * 2).alias("macd_hist"), + ) + + # Pass 3: KDJ + _kdj_rsv = ( + 100 * (pl.col("close") - pl.col("_kdj_ln")) + / (pl.col("_kdj_hn") - pl.col("_kdj_ln")).fill_null(1e-12) + ) + df = df.with_columns([ + _kdj_rsv.ewm_mean(alpha=1.0 / 3, adjust=False).over("symbol").alias("kdj_k"), + ]).with_columns([ + pl.col("kdj_k").ewm_mean(alpha=1.0 / 3, adjust=False).over("symbol").alias("kdj_d"), + ]).with_columns([ + (3 * pl.col("kdj_k") - 2 * pl.col("kdj_d")).alias("kdj_j"), + ]) + + # Pass 4: ATR + 量比 + 动量 + 波动 + 涨跌幅 + 涨跌额 + 振幅 + df = df.with_columns( + pl.col("_tr").ewm_mean(alpha=1.0 / 14, adjust=False).over("symbol").alias("atr_14"), + ).with_columns( + (pl.col("volume") / pl.col("_vol_ma5")).alias("vol_ratio_5d"), + ).with_columns([ + # 动量: 5d/10d/20d/30d/60d + (pl.col("close") / pl.col("close").shift(5).over("symbol") - 1).alias("momentum_5d"), + (pl.col("close") / pl.col("close").shift(10).over("symbol") - 1).alias("momentum_10d"), + (pl.col("close") / pl.col("close").shift(20).over("symbol") - 1).alias("momentum_20d"), + (pl.col("close") / pl.col("close").shift(30).over("symbol") - 1).alias("momentum_30d"), + (pl.col("close") / pl.col("close").shift(60).over("symbol") - 1).alias("momentum_60d"), + # 日涨跌幅 + (pl.col("close") / pl.col("close").shift(1).over("symbol") - 1).alias("change_pct"), + ]).with_columns( + # 涨跌额 + (pl.col("close") - pl.col("close").shift(1).over("symbol")).alias("change_amount"), + ).with_columns( + # 振幅 = (high - low) / prev_close + pl.when(pl.col("close").shift(1).over("symbol") > 0) + .then((pl.col("high") - pl.col("low")) / pl.col("close").shift(1).over("symbol")) + .otherwise(None) + .alias("amplitude"), + ).with_columns( + # 日涨跌幅 (用于波动率) + pl.col("close").pct_change().over("symbol").alias("_daily_pct"), + ).with_columns( + # 年化波动率 + (pl.col("_daily_pct").rolling_std(20).over("symbol") * (252 ** 0.5)) + .alias("annual_vol_20d"), + ) + + # Pass 5: RSI + df = df.with_columns( + pl.col("close").diff().over("symbol").alias("_delta"), + ).with_columns([ + pl.when(pl.col("_delta") > 0).then(pl.col("_delta")).otherwise(0.0).alias("_gain"), + pl.when(pl.col("_delta") < 0).then(-pl.col("_delta")).otherwise(0.0).alias("_loss"), + ]) + for n in (6, 14, 24): + a = 1.0 / n + df = df.with_columns([ + pl.col("_gain").ewm_mean(alpha=a, adjust=False).over("symbol").alias(f"_rsi_avg_gain_{n}"), + pl.col("_loss").ewm_mean(alpha=a, adjust=False).over("symbol").alias(f"_rsi_avg_loss_{n}"), + ]).with_columns( + (100 - 100 / (1 + pl.col(f"_rsi_avg_gain_{n}") / + pl.when(pl.col(f"_rsi_avg_loss_{n}") == 0) + .then(1e-12) + .otherwise(pl.col(f"_rsi_avg_loss_{n}")) + )).alias(f"rsi_{n}"), + ) + + # Pass 6: 换手率 (需要 float_shares, 后续在 compute_all 中 JOIN instruments 后补充) + + # 清理临时列 + df = df.drop(["_boll_std", "_tr", "_ema12", "_ema26", + "_kdj_ln", "_kdj_hn", "_vol_ma5", "_daily_pct", + "_delta", "_gain", "_loss", + "_rsi_avg_gain_6", "_rsi_avg_loss_6", + "_rsi_avg_gain_14", "_rsi_avg_loss_14", + "_rsi_avg_gain_24", "_rsi_avg_loss_24"]) + + _elapsed = (_time.perf_counter() - _t0) * 1000 + import logging as _logging + _logging.getLogger(__name__).debug("compute_indicators: %.1fms, %d rows", _elapsed, len(df)) + + return df + + +def compute_signals(df: pl.DataFrame) -> pl.DataFrame: + """从已有指标列计算原子信号布尔列。 + + 输入必须包含 compute_indicators() 产出的指标列。 + """ + if df.is_empty(): + return df + + df = df.with_columns([ + ((pl.col("ma5") > pl.col("ma20")) & + (pl.col("ma5").shift(1).over("symbol") <= pl.col("ma20").shift(1).over("symbol"))) + .alias("signal_ma_golden_5_20"), + ((pl.col("ma5") < pl.col("ma20")) & + (pl.col("ma5").shift(1).over("symbol") >= pl.col("ma20").shift(1).over("symbol"))) + .alias("signal_ma_dead_5_20"), + ((pl.col("ma20") > pl.col("ma60")) & + (pl.col("ma20").shift(1).over("symbol") <= pl.col("ma60").shift(1).over("symbol"))) + .alias("signal_ma_golden_20_60"), + ((pl.col("macd_dif") > pl.col("macd_dea")) & + (pl.col("macd_dif").shift(1).over("symbol") <= pl.col("macd_dea").shift(1).over("symbol"))) + .alias("signal_macd_golden"), + ((pl.col("macd_dif") < pl.col("macd_dea")) & + (pl.col("macd_dif").shift(1).over("symbol") >= pl.col("macd_dea").shift(1).over("symbol"))) + .alias("signal_macd_dead"), + ((pl.col("close") > pl.col("ma20")) & + (pl.col("close").shift(1).over("symbol") <= pl.col("ma20").shift(1).over("symbol"))) + .alias("signal_ma20_breakout"), + ((pl.col("close") < pl.col("ma20")) & + (pl.col("close").shift(1).over("symbol") >= pl.col("ma20").shift(1).over("symbol"))) + .alias("signal_ma20_breakdown"), + (pl.col("close") >= pl.col("high_60d")).alias("signal_n_day_high"), + (pl.col("close") <= pl.col("low_60d")).alias("signal_n_day_low"), + (pl.col("close") > pl.col("boll_upper")).alias("signal_boll_breakout_upper"), + (pl.col("close") < pl.col("boll_lower")).alias("signal_boll_breakdown_lower"), + (pl.col("vol_ratio_5d") >= 2.0).alias("signal_volume_surge"), + ]) + + # 自定义信号（用户配置的字段+运算符+值组合，编译为布尔列） + from app.strategy import custom_signals + df = custom_signals.inject(df, _get_custom_signal_exprs()) + + return df + + +def compute_limit_signals(df: pl.DataFrame, instruments: pl.DataFrame) -> pl.DataFrame: + """计算涨跌停相关信号。 + + 产出: + signal_limit_up, consecutive_limit_ups + signal_limit_down, consecutive_limit_downs + signal_limit_down_recovery (跌停翘板) + signal_broken_limit_up (炸板: 最高价触及涨停价但收盘未封住) + + 输入必须包含: symbol, date, raw_close, raw_high, open, high, low, close, + change_pct, vol_ratio_5d。 + """ + if df.is_empty(): + return df + + # 从 instruments 取 ST 标记 + 流通股本(换手率用) + inst_cols = ["symbol"] + if "name" in instruments.columns: + inst_cols.append("name") + if "float_shares" in instruments.columns: + inst_cols.append("float_shares") + inst_subset = instruments.select(inst_cols).unique(subset=["symbol"]) + + if "name" in instruments.columns: + st_flag = ( + instruments + .select("symbol", pl.col("name").str.contains("ST").alias("_is_st")) + .unique(subset=["symbol"]) + ) + inst_subset = inst_subset.join(st_flag, on="symbol", how="left") + + df = df.join(inst_subset, on="symbol", how="left", suffix="_inst") + + # 计算换手率(%) = volume(手) * 10000 / float_shares(股) + if "float_shares" in df.columns and "volume" in df.columns: + df = df.with_columns( + pl.when(pl.col("float_shares") > 0) + .then(pl.col("volume") * 10000.0 / pl.col("float_shares")) + .otherwise(None) + .alias("turnover_rate") + ) + elif "turnover_rate" not in df.columns: + df = df.with_columns(pl.lit(None).cast(pl.Float64).alias("turnover_rate")) + + # 前一日参考收盘价（交易所涨跌停基准价） + # 仅在 adj_factor 发生变化（除权除息 XD/DR）时使用前复权昨收作为交易所参考价; + # 否则使用原始 raw_close.shift(1) 以避免浮点精度误差。 + _adj_today = pl.col("close") / pl.col("raw_close") + _adj_yesterday = pl.col("close").shift(1).over("symbol") / pl.col("raw_close").shift(1).over("symbol") + _adj_changed = (_adj_today - _adj_yesterday).abs() > 1e-6 + df = df.with_columns( + pl.when(_adj_changed) + .then(pl.col("close").shift(1).over("symbol")) # 除权: 使用前复权昨收 + .otherwise(pl.col("raw_close").shift(1).over("symbol")) # 正常: 使用原始昨收 + .alias("_prev_raw_close") + ) + + # 板块涨跌停比例 + is_chinext = pl.col("symbol").str.starts_with("300") | pl.col("symbol").str.starts_with("301") + is_star = pl.col("symbol").str.starts_with("688") | pl.col("symbol").str.starts_with("689") + is_bj = pl.col("symbol").str.ends_with(".BJ") + + df = df.with_columns( + pl.when(is_chinext).then(0.20) + .when(is_star).then(0.20) + .when(is_bj).then(0.30) + .otherwise(0.10) + .alias("_board_pct") + ) + + # ST → 5%（覆盖板块默认值） + if "_is_st" in df.columns: + df = df.with_columns( + pl.when(pl.col("_is_st").fill_null(False)) + .then(0.05) + .otherwise(pl.col("_board_pct")) + .alias("_limit_pct") + ) + else: + df = df.with_columns(pl.col("_board_pct").alias("_limit_pct")) + + # 理论涨停价 = prev_close × (1 + limit_pct) 整数算术，避免浮点误差 + df = df.with_columns( + _limit_price(pl.col("_prev_raw_close"), pl.col("_limit_pct"), up=True) + .alias("_theoretical_limit_up") + ) + + # 理论跌停价 = prev_close × (1 - limit_pct) + df = df.with_columns( + _limit_price(pl.col("_prev_raw_close"), pl.col("_limit_pct"), up=False) + .alias("_theoretical_limit_down") + ) + + # ── signal_limit_up ── + df = df.with_columns( + pl.when( + pl.col("_prev_raw_close").is_not_null() + & (pl.col("_prev_raw_close") > 0) + & (pl.col("raw_close") > 0) + ).then( + (pl.col("raw_close") - pl.col("_theoretical_limit_up")).abs() < 0.005 + ).otherwise(None).cast(pl.Boolean) + .alias("signal_limit_up") + ) + + # ── consecutive_limit_ups ── + df = df.with_columns( + (~pl.col("signal_limit_up").fill_null(False)) + .cast(pl.UInt32) + .cum_sum() + .over("symbol") + .alias("_grp_up") + ).with_columns( + pl.col("signal_limit_up") + .cast(pl.UInt32) + .cum_sum() + .over("symbol", "_grp_up") + .cast(pl.UInt32) + .alias("consecutive_limit_ups") + ).with_columns( + pl.when(pl.col("signal_limit_up").fill_null(False)) + .then(pl.col("consecutive_limit_ups")) + .otherwise(0) + .cast(pl.UInt32) + .alias("consecutive_limit_ups") + ) + + # ── signal_limit_down ── + df = df.with_columns( + pl.when( + pl.col("_prev_raw_close").is_not_null() + & (pl.col("_prev_raw_close") > 0) + & (pl.col("raw_close") > 0) + ).then( + (pl.col("raw_close") - pl.col("_theoretical_limit_down")).abs() < 0.005 + ).otherwise(None).cast(pl.Boolean) + .alias("signal_limit_down") + ) + + # ── consecutive_limit_downs ── + df = df.with_columns( + (~pl.col("signal_limit_down").fill_null(False)) + .cast(pl.UInt32) + .cum_sum() + .over("symbol") + .alias("_grp_down") + ).with_columns( + pl.col("signal_limit_down") + .cast(pl.UInt32) + .cum_sum() + .over("symbol", "_grp_down") + .cast(pl.UInt32) + .alias("consecutive_limit_downs") + ).with_columns( + pl.when(pl.col("signal_limit_down").fill_null(False)) + .then(pl.col("consecutive_limit_downs")) + .otherwise(0) + .cast(pl.UInt32) + .alias("consecutive_limit_downs") + ) + + # ── signal_limit_down_recovery (跌停翘板) ── + # 条件: 当日最低价曾触及跌停价 + 最终没有跌停 + 收阳 + df = df.with_columns( + pl.when( + pl.col("_prev_raw_close").is_not_null() + & (pl.col("_prev_raw_close") > 0) + ).then( + (~pl.col("signal_limit_down").fill_null(False)) # 最终没跌停 + & (pl.col("low") <= pl.col("_theoretical_limit_down") + 0.005) # 曾触及跌停 + & (pl.col("close") > pl.col("open")) # 收阳 + ).otherwise(None).cast(pl.Boolean) + .alias("signal_limit_down_recovery") + ) + + # ── signal_broken_limit_up (炸板) ── + # 条件: 最高价曾触及涨停价 + 最终没有封住涨停 + df = df.with_columns( + pl.when( + pl.col("_prev_raw_close").is_not_null() + & (pl.col("_prev_raw_close") > 0) + & (pl.col("raw_high") > 0) + ).then( + (~pl.col("signal_limit_up").fill_null(False)) # 最终没封住涨停 + & (pl.col("raw_high") >= pl.col("_theoretical_limit_up") - 0.005) # 曾触及涨停价 + ).otherwise(None).cast(pl.Boolean) + .alias("signal_broken_limit_up") + ) + + # 清理临时列 + JOIN 引入的 instruments 列 (不存入 enriched) + cleanup = ["_prev_raw_close", "_board_pct", "_limit_pct", + "_theoretical_limit_up", "_theoretical_limit_down", + "_grp_up", "_grp_down"] + if "_is_st" in df.columns: + cleanup.append("_is_st") + # 清理 join 产生的重复列 + for c in df.columns: + if c.endswith("_inst"): + cleanup.append(c) + # name 和 float_shares 只用于计算, 不存入 enriched + for c in ["name", "float_shares"]: + if c in df.columns and c != "turnover_rate": + cleanup.append(c) + df = df.drop([c for c in cleanup if c in df.columns]) + + return df + + +def compute_all(df: pl.DataFrame, instruments: pl.DataFrame | None = None) -> pl.DataFrame: + """从 OHLCV 计算全套指标 + 信号。一站式调用。 + + 输入: symbol, date, open, high, low, close, volume, amount, raw_close + """ + df = compute_indicators(df) + df = compute_signals(df) + if instruments is not None and not instruments.is_empty(): + df = compute_limit_signals(df, instruments) + + # 清理 NaN / Inf + float_cols = [c for c in df.columns if df[c].dtype.is_float()] + if float_cols: + df = df.with_columns([ + pl.when(pl.col(c).is_nan() | pl.col(c).is_infinite()) + .then(None) + .otherwise(pl.col(c)) + .alias(c) + for c in float_cols + ]) + + return df + + +def filter_halt_days(df: pl.DataFrame) -> pl.DataFrame: + """过滤停牌日。 + + 停牌日的 open/high 必然为 0 (无集合竞价)。注意 close 可能被数据源 + 填充为前收盘价而非 0, 因此不能用 "OHLC 全零" 判断, 否则会漏过这类 + 停牌记录 (如 *ST 撤销风险警示的停牌日), 污染 MA/ATR 等指标。 + """ + if df.is_empty() or "open" not in df.columns or "high" not in df.columns: + return df + return df.filter(~((pl.col("open") == 0) & (pl.col("high") == 0))) + + +# ================================================================ +# Pipeline: 盘后全量计算 + 写入 +# ================================================================ + +def compute_enriched( + raw: pl.DataFrame, + factors: pl.DataFrame | None = None, + instruments: pl.DataFrame | None = None, +) -> pl.DataFrame: + """对原始日 K 应用前复权 + 全量计算指标 + 信号, 产出完整 enriched (含全部指标列)。 + + 输入应包含至少: symbol, date, open, high, low, close, volume (可选 amount)。 + 如果提供了 factors, 先应用前复权再算指标。 + 如果提供了 instruments, 计算涨跌停信号和换手率。 + """ + if raw.is_empty(): + return raw + + # 过滤停牌日 (会污染指标计算) + raw = filter_halt_days(raw) + + if raw.is_empty(): + return raw + + # 保留不复权原始价格（涨停/炸板/跌停判断需用不复权价格） + raw = raw.with_columns( + pl.col("close").alias("raw_close"), + pl.col("high").alias("raw_high"), + pl.col("low").alias("raw_low"), + ) + + # 应用前复权（只改 open/high/low/close，raw_close 不受影响） + if factors is not None and not factors.is_empty(): + raw = _apply_adj_factor(raw, factors) + + # 排序 + df = raw.sort(["symbol", "date"]) + + # 全量计算指标 + 信号 + df = compute_all(df, instruments=instruments) + + return df + + +def _select_storage_cols(df: pl.DataFrame) -> pl.DataFrame: + """写入 parquet 前裁剪到存储列 (14 列)。""" + cols = [c for c in ENRICHED_STORAGE_COLS if c in df.columns] + return df.select(cols) + + +def run_pipeline(data_dir: Path | None = None, + symbols: list[str] | None = None, + new_dates_only: bool = False, + on_batch_done: Callable[[int, int], None] | None = None) -> int: + """运行盘后管道:读 kline_daily + adj_factor → 前复权 + 计算存储列 → 写 enriched。 + + enriched 表仅存储 14 列基础行情窄表 (OHLCV + raw_close/high/low + turnover_rate + 连板数)。 + + 模式: + - 全量 (symbols=None, new_dates_only=False): + 读全部 kline_daily, 全部重写 enriched 分区。 + 用于首次同步、往前扩展历史。 + - 向后增量 (new_dates_only=True): + 只读 enriched 中尚不存在的日期分区对应的 daily 数据, + 为所有标的生成新的 enriched 分区; + 若同时传 symbols, 还会对这些个股的全部已有日期做重算 + (因为除权因子链变了,历史数据的复权比例也要更新)。 + - 除权因子增量 (symbols 指定, new_dates_only=False): + 只对指定 symbol 做局部重算并合并回已有 enriched。 + 用于无新日K数据、仅除权因子变更的场景。 + 返回写入的行数。 + """ + import time as _t + t0 = _t.perf_counter() + + d = Path(data_dir or settings.data_dir) + daily_dir = d / "kline_daily" + enriched_base = d / "kline_daily_enriched" + factor_path = d / "adj_factor" / "all.parquet" + inst_glob = str(d / "instruments" / "**" / "*.parquet") + + if not daily_dir.exists() or not any(daily_dir.rglob("*.parquet")): + logger.info("无日K数据, 跳过管道") + return 0 + + daily_glob = (daily_dir / "**" / "*.parquet").as_posix() + _cast = pl.ScanCastOptions(integer_cast="allow-float") + written = 0 + + # 加载 instruments (涨跌停+换手率需要) + instruments = pl.DataFrame() + try: + instruments = pl.scan_parquet(inst_glob, cast_options=_cast).collect() + except Exception as e: # noqa: BLE001 + logger.warning("instruments 读取失败: %s", e) + + if new_dates_only: + # ── 向后增量模式 ── + # 1. 找出 daily 有但 enriched 还没有的日期 + enriched_dates = set() + if enriched_base.exists(): + enriched_dates = {p.stem.split("=")[1] for p in enriched_base.glob("date=*")} + + # 读新增日期的 daily 数据 (所有标的) + new_date_dirs = sorted( + p for p in daily_dir.glob("date=*") + if p.stem.split("=")[1] not in enriched_dates + ) + if not new_date_dirs and not symbols: + logger.info("增量模式: 无新日期, 无需重算") + return 0 + + # 加载复权因子 (全量,因为所有标的都可能需要) + factors = _load_factors(factor_path) + + # 2. 为新日期计算 enriched (所有标的) + if new_date_dirs: + raw_new = pl.scan_parquet(new_date_dirs[0] / "*.parquet", cast_options=_cast) + for nd in new_date_dirs[1:]: + raw_new = pl.concat([raw_new, pl.scan_parquet(nd / "*.parquet", cast_options=_cast)], how="diagonal_relaxed") + raw_new = raw_new.sort(["symbol", "date"]).collect(streaming=True) + + # 增量模式: 只算新日期, 但指标需要历史窗口 + # 读已有 enriched 最近 60 天作为历史前缀 + sym_list = raw_new["symbol"].unique().to_list() + hist_df = _load_recent_history(enriched_base, sym_list, days=60) + + # 合并历史 + 新数据 + if not hist_df.is_empty(): + # 只取基础行情列做历史前缀 + hist_cols = [c for c in ["symbol", "date", "open", "high", "low", "close", + "volume", "amount", "raw_close", "raw_high", "raw_low"] + if c in hist_df.columns] + raw_full = pl.concat([hist_df.select(hist_cols), raw_new], how="diagonal_relaxed") + else: + raw_full = raw_new + + enriched_new = compute_enriched(raw_full, factors=factors, instruments=instruments) + + # 只保留新日期的行 + new_date_set = set() + for nd in new_date_dirs: + ds = nd.stem.split("=")[1] + new_date_set.add(ds) + enriched_new = enriched_new.filter( + pl.col("date").map_elements(lambda x: x.isoformat(), return_dtype=pl.Utf8).is_in(list(new_date_set)) + ) + + t_new = _t.perf_counter() + logger.info("增量计算: %d 个新日期, %d 行, 耗时 %.2fs", + len(new_date_dirs), enriched_new.height, t_new - t0) + + if not enriched_new.is_empty(): + for date_df in enriched_new.partition_by("date"): + dt = date_df["date"][0] + ds = dt.isoformat() if hasattr(dt, "isoformat") else str(dt) + out = enriched_base / f"date={ds}" / "part.parquet" + out.parent.mkdir(parents=True, exist_ok=True) + date_df = _select_storage_cols(date_df).sort(["symbol"]) + date_df.write_parquet(out) + written += date_df.height + t_write_new = _t.perf_counter() + logger.info("增量写入: %.2fs, %d 行", t_write_new - t_new, written) + + # 3. 受除权因子影响的个股: 重算全部已有日期 (累积因子链变了) + if symbols: + sym_set = set(symbols) + raw_sym = pl.scan_parquet(daily_glob, cast_options=_cast).sort(["symbol", "date"]) + raw_sym = raw_sym.filter(pl.col("symbol").is_in(list(sym_set))) + raw_sym = raw_sym.collect(streaming=True) + if not raw_sym.is_empty(): + factors_sym = factors.filter(pl.col("symbol").is_in(list(sym_set))) if not factors.is_empty() else factors + inst_sym = instruments.filter(pl.col("symbol").is_in(list(sym_set))) if not instruments.is_empty() else instruments + enriched_sym = compute_enriched(raw_sym, factors=factors_sym, instruments=inst_sym) + for date_df in enriched_sym.partition_by("date"): + dt = date_df["date"][0] + ds = dt.isoformat() if hasattr(dt, "isoformat") else str(dt) + out = enriched_base / f"date={ds}" / "part.parquet" + out.parent.mkdir(parents=True, exist_ok=True) + date_df_storage = _select_storage_cols(date_df) + if out.exists(): + existing = pl.read_parquet(out) + existing = existing.filter(~pl.col("symbol").is_in(list(sym_set))) + date_df_storage = pl.concat([existing, date_df_storage], how="diagonal_relaxed") + date_df_storage = date_df_storage.sort(["symbol"]) + date_df_storage.write_parquet(out) + written += date_df.height + logger.info("除权重算: %d 只, 共写入 %d 行", len(sym_set), written) + + t_done = _t.perf_counter() + logger.info("增量管道完成: %.2fs, %d 行", t_done - t0, written) + return written + + # ── 全量 或 除权因子增量 模式 ── + mode = f"incremental ({len(symbols)} symbols)" if symbols else "full" + base = d / "kline_daily_enriched" + + # 加载复权因子 (全量加载一次,每批复用) + factors = _load_factors(factor_path) + + # 局部模式: 过滤 instruments + inst_use = instruments + + import gc + + # ── 按 symbol 分批处理: 每只股只有 ~244 行, 无冗余计算 ── + # 先获取全部 symbol 列表 + lf_all = pl.scan_parquet(daily_glob, cast_options=_cast) + if symbols: + sym_set = set(symbols) + lf_all = lf_all.filter(pl.col("symbol").is_in(list(sym_set))) + + all_symbols = ( + lf_all.select("symbol").unique().sort("symbol") + .collect(streaming=True)["symbol"].to_list() + ) + if not all_symbols: + logger.info("无日K数据, 跳过管道") + return 0 + + total_syms = len(all_symbols) + logger.info("全量计算: %d 只标的, 按 symbol 分批 [%s]", total_syms, mode) + + if not factors.is_empty() and symbols: + factors = factors.filter(pl.col("symbol").is_in(list(sym_set))) + if not factors.is_empty(): + logger.info("读取复权因子: %d 行", factors.height) + if not instruments.is_empty() and symbols: + inst_use = instruments.filter(pl.col("symbol").is_in(list(sym_set))) + + from app.services import preferences as prefs_mod + SYM_BATCH = prefs_mod.get_enriched_batch_size() # 每批 N 只 × ~244 天, 可在设置中调整 + total_batches = (total_syms + SYM_BATCH - 1) // SYM_BATCH + + # 全量模式: 先清理旧 enriched 目录, 最后一次性按日期写入 + # 收集所有批次结果, 按日期分区写入 + from collections import defaultdict + date_buffers: dict[str, list[pl.DataFrame]] = defaultdict(list) + + for batch_start in range(0, total_syms, SYM_BATCH): + batch_end = min(batch_start + SYM_BATCH, total_syms) + batch_syms = all_symbols[batch_start:batch_end] + + # 只读取本批 symbol 的数据 + lf_batch = pl.scan_parquet(daily_glob, cast_options=_cast) + lf_batch = lf_batch.filter(pl.col("symbol").is_in(batch_syms)) + raw = lf_batch.sort(["symbol", "date"]).collect(streaming=True) + + if raw.is_empty(): + continue + + # 本批的 factors / instruments + batch_factors = ( + factors.filter(pl.col("symbol").is_in(batch_syms)) + if not factors.is_empty() else factors + ) + batch_inst = ( + inst_use.filter(pl.col("symbol").is_in(batch_syms)) + if not inst_use.is_empty() else inst_use + ) + + # 计算 + enriched = compute_enriched(raw, factors=batch_factors, instruments=batch_inst) + + if not enriched.is_empty(): + if symbols: + # 局部模式: 直接按日期合并写入 + for date_df in enriched.partition_by("date"): + dt = date_df["date"][0] + ds = dt.isoformat() if hasattr(dt, "isoformat") else str(dt) + out = base / f"date={ds}" / "part.parquet" + out.parent.mkdir(parents=True, exist_ok=True) + date_df_storage = _select_storage_cols(date_df) + if out.exists(): + existing = pl.read_parquet(out) + existing = existing.filter(~pl.col("symbol").is_in(batch_syms)) + date_df_storage = pl.concat([existing, date_df_storage], how="diagonal_relaxed") + date_df_storage = date_df_storage.sort(["symbol"]) + date_df_storage.write_parquet(out) + written += date_df_storage.height + else: + # 全量模式: 缓冲到 date_buffers, 最后一次性写入 + for date_df in enriched.partition_by("date"): + dt = date_df["date"][0] + ds = dt.isoformat() if hasattr(dt, "isoformat") else str(dt) + date_buffers[ds].append(_select_storage_cols(date_df).sort(["symbol"])) + written += date_df.height + + del raw, enriched, batch_factors, batch_inst + gc.collect() + + logger.info("symbol 批次 %d/%d (%s ~ %s), 已处理 %d 行", + batch_start // SYM_BATCH + 1, + total_batches, + batch_syms[0], batch_syms[-1], written) + + # 通知进度 + if on_batch_done: + on_batch_done(batch_start // SYM_BATCH + 1, total_batches) + + # 全量模式: 按日期分区写入 + if not symbols and date_buffers: + if base.exists(): + import shutil + shutil.rmtree(base) + base.mkdir(parents=True, exist_ok=True) + + for ds, dfs in date_buffers.items(): + out = base / f"date={ds}" / "part.parquet" + out.parent.mkdir(parents=True, exist_ok=True) + merged = pl.concat(dfs, how="diagonal_relaxed").sort(["symbol"]) + merged.write_parquet(out) + + date_buffers.clear() + gc.collect() + + t_done = _t.perf_counter() + adj_label = "含复权" if not factors.is_empty() else "无复权" + logger.info("enriched 完成 [%s]: %.2fs, 共 %d 行, %s", + mode, t_done - t0, written, adj_label) + return written + + +def _load_factors(factor_path: Path) -> pl.DataFrame: + """加载复权因子文件。""" + if not factor_path.exists(): + return pl.DataFrame() + try: + return pl.read_parquet(factor_path) + except Exception as e: # noqa: BLE001 + logger.warning("复权因子读取失败: %s", e) + return pl.DataFrame() + + +def _load_recent_history(enriched_base: Path, symbols: list[str], days: int) -> pl.DataFrame: + """从已有 enriched parquet 加载最近 N 天的历史数据(用于增量模式的指标计算窗口)。 + + 只读基础行情列, 作为指标计算的历史前缀。 + """ + from datetime import date, timedelta + cutoff = date.today() - timedelta(days=days + 30) # 多读 30 天余量 + + try: + lf = ( + pl.scan_parquet(str(enriched_base / "**" / "*.parquet"), cast_options=_cast) + .filter( + (pl.col("symbol").is_in(symbols)) + & (pl.col("date") >= cutoff) + ) + .sort(["symbol", "date"]) + ) + hist_cols = [c for c in ["symbol", "date", "open", "high", "low", "close", + "volume", "amount", "raw_close", "raw_high", "raw_low"] + if c in lf.schema] + return lf.select(hist_cols).collect() + except Exception as e: # noqa: BLE001 + logger.warning("历史数据加载失败: %s", e) + return pl.DataFrame() + + +def compute_enriched_single(daily_for_symbol: pl.DataFrame) -> pl.DataFrame: + """单股版本 — Free 用户用,拉下来单股 K 后即时计算全部指标+信号返回给前端。""" + if daily_for_symbol.is_empty(): + return daily_for_symbol + + # 过滤停牌 + daily_for_symbol = filter_halt_days(daily_for_symbol) + if daily_for_symbol.is_empty(): + return daily_for_symbol + + # 保留 raw_close 用于涨停判断 + daily_for_symbol = daily_for_symbol.with_columns(pl.col("close").alias("raw_close")) + + # 即时计算全套指标 + 信号 (无复权因子, 无 instruments) + return compute_all(daily_for_symbol) + + +# ================================================================ +# 盘中增量计算: 只算今天 5500 行 (不复算历史) +# ================================================================ + +def compute_enriched_today( + live_agg: pl.DataFrame, + prev_enriched: pl.DataFrame, + today_ohlcv: pl.DataFrame, + instruments: pl.DataFrame | None = None, +) -> pl.DataFrame: + """用昨天的递推状态 + 今天的 OHLCV 增量计算今天的 enriched 数据。 + + 只处理 ~5500 行, 耗时 ~10-50ms (替代全量 compute_enriched 的 1.5-2s)。 + + 参数: + live_agg: repo.get_live_agg() — 包含所有递推状态 + 窗口聚合 + prev_enriched: repo.get_enriched_latest() — 昨天的完整 enriched (用于信号交叉判断) + today_ohlcv: 今天的 OHLCV (symbol, date, open, high, low, close, volume, amount) + instruments: 维表 (涨跌停/换手率需要) + + 返回: + 今天的 enriched DataFrame (~5500 行, 64 列) + """ + if today_ohlcv.is_empty() or live_agg.is_empty(): + return pl.DataFrame() + + alpha = _ema_alpha + + # ---- JOIN: 今天的 OHLCV + 昨天的递推状态 ---- + df = today_ohlcv.join(live_agg, on="symbol", how="inner") + + # ---- 前复权: 保存原始价 → 调整 OHLCV ---- + df = df.with_columns([ + pl.col("close").alias("raw_close"), + pl.col("high").alias("raw_high"), + pl.col("low").alias("raw_low"), + ]) + if "_adj_factor" in df.columns: + af = pl.col("_adj_factor").fill_null(1.0) + df = df.with_columns([ + (pl.col("open") * af).alias("open"), + (pl.col("high") * af).alias("high"), + (pl.col("low") * af).alias("low"), + (pl.col("close") * af).alias("close"), + ]) + + # ---- volume 统一 Float64 ---- + df = df.with_columns(pl.col("volume").cast(pl.Float64)) + + # ---- ex_rights: 盘中除权极罕见, 直接 false ---- + df = df.with_columns(pl.lit(False).alias("ex_rights")) + + # ---- 基础涨跌 ---- + # prev_close: 有则直接用 (来自 API quote_extra, raw), 需要乘 adj_factor 对齐复权价 + if "prev_close" not in df.columns: + prev_close = pl.col("close_right") if "close_right" in df.columns else pl.col("close") + df = df.with_columns(prev_close.alias("prev_close")) + elif "_adj_factor" in df.columns: + # 保存 API 原始前收盘价 (用于涨跌停价计算) + df = df.with_columns(pl.col("prev_close").alias("_prev_close_raw")) + # API 返回的 prev_close 是原始价, 乘复权因子对齐复权价 (用于 change_pct) + df = df.with_columns((pl.col("prev_close") * pl.col("_adj_factor").fill_null(1.0)).alias("prev_close")) + + # change_pct / change_amount / amplitude: 有则直接用, 无则计算 + if "change_pct" not in df.columns: + df = df.with_columns((pl.col("close") / pl.col("prev_close") - 1).alias("change_pct")) + if "change_amount" not in df.columns: + df = df.with_columns((pl.col("close") - pl.col("prev_close")).alias("change_amount")) + if "amplitude" not in df.columns: + df = df.with_columns( + pl.when(pl.col("prev_close") > 0) + .then((pl.col("high") - pl.col("low")) / pl.col("prev_close")) + .otherwise(None) + .alias("amplitude"), + ) + + # ---- EMA (递推) ---- + df = df.with_columns([ + (alpha(5) * pl.col("close") + (1 - alpha(5)) * pl.col("ema5")).alias("ema5"), + (alpha(10) * pl.col("close") + (1 - alpha(10)) * pl.col("ema10")).alias("ema10"), + (alpha(20) * pl.col("close") + (1 - alpha(20)) * pl.col("ema20")).alias("ema20"), + (alpha(30) * pl.col("close") + (1 - alpha(30)) * pl.col("ema30")).alias("ema30"), + (alpha(60) * pl.col("close") + (1 - alpha(60)) * pl.col("ema60")).alias("ema60"), + ]) + + # ---- MACD (递推) ---- + ema12 = alpha(12) * pl.col("close") + (1 - alpha(12)) * pl.col("_ema12") + ema26 = alpha(26) * pl.col("close") + (1 - alpha(26)) * pl.col("_ema26") + dif = ema12 - ema26 + dea = alpha(9) * dif + (1 - alpha(9)) * pl.col("macd_dea") + df = df.with_columns([ + dif.alias("macd_dif"), + dea.alias("macd_dea"), + ((dif - dea) * 2).alias("macd_hist"), + ]) + + # ---- MA (用部分和) ---- + df = df.with_columns([ + ((pl.col("_ma5_partial_sum") + pl.col("close")) / 5).alias("ma5"), + ((pl.col("_ma10_partial_sum") + pl.col("close")) / 10).alias("ma10"), + ((pl.col("_ma20_partial_sum") + pl.col("close")) / 20).alias("ma20"), + ((pl.col("_ma30_partial_sum") + pl.col("close")) / 30).alias("ma30"), + ((pl.col("_ma60_partial_sum") + pl.col("close")) / 60).alias("ma60"), + ]) + + # ---- Bollinger ---- + boll_sum = pl.col("_boll_partial_sum") + pl.col("close") + boll_sq_sum = pl.col("_boll_partial_sq_sum") + pl.col("close") ** 2 + boll_ma = boll_sum / 20 + boll_var = boll_sq_sum / 20 - boll_ma ** 2 + boll_std = pl.when(boll_var > 0).then(boll_var.sqrt()).otherwise(0.0) + df = df.with_columns([ + (boll_ma + 2 * boll_std).alias("boll_upper"), + (boll_ma - 2 * boll_std).alias("boll_lower"), + ]) + + # ---- KDJ (递推) ---- + kdj_ln = pl.min_horizontal(pl.col("_kdj_8d_low"), pl.col("low")) + kdj_hn = pl.max_horizontal(pl.col("_kdj_8d_high"), pl.col("high")) + rsv = (pl.col("close") - kdj_ln) / (kdj_hn - kdj_ln).fill_null(1e-12) * 100 + k_today = rsv / 3 + pl.col("kdj_k") * 2 / 3 + d_today = k_today / 3 + pl.col("kdj_d") * 2 / 3 + df = df.with_columns([ + k_today.alias("kdj_k"), + d_today.alias("kdj_d"), + (3 * k_today - 2 * d_today).alias("kdj_j"), + ]) + + # ---- ATR (递推) ---- + tr = pl.max_horizontal( + pl.col("high") - pl.col("low"), + (pl.col("high") - pl.col("prev_close")).abs(), + (pl.col("low") - pl.col("prev_close")).abs(), + ) + df = df.with_columns( + (tr / 14 + pl.col("atr_14") * 13 / 14).alias("atr_14"), + ) + + # ---- RSI (递推, n=6,14,24) ---- + delta = pl.col("close") - pl.col("prev_close") + gain = pl.when(delta > 0).then(delta).otherwise(0.0) + loss = pl.when(delta < 0).then(-delta).otherwise(0.0) + for n in (6, 14, 24): + a = 1.0 / n + avg_gain = (1 - a) * pl.col(f"_rsi_avg_gain_{n}") + a * gain + avg_loss = (1 - a) * pl.col(f"_rsi_avg_loss_{n}") + a * loss + df = df.with_columns([ + avg_gain.alias(f"_rsi_avg_gain_{n}"), + avg_loss.alias(f"_rsi_avg_loss_{n}"), + (100 - 100 / (1 + avg_gain / pl.when(avg_loss == 0).then(1e-12).otherwise(avg_loss))) + .alias(f"rsi_{n}"), + ]) + + # ---- 量比 ---- + vol_ma5 = (pl.col("_vol_ma5_partial_sum") + pl.col("volume")) / 5 + vol_ma10 = (pl.col("_vol_ma10_partial_sum") + pl.col("volume")) / 10 + df = df.with_columns([ + vol_ma5.alias("vol_ma5"), + vol_ma10.alias("vol_ma10"), + (pl.col("volume") / vol_ma5).alias("vol_ratio_5d"), + ]) + + # ---- 极值 60 日 ---- + df = df.with_columns([ + pl.max_horizontal(pl.col("_high_59d"), pl.col("high")).alias("high_60d"), + pl.min_horizontal(pl.col("_low_59d"), pl.col("low")).alias("low_60d"), + ]) + + # ---- 动量 (5d/10d/20d/30d/60d) ---- + df = df.with_columns([ + (pl.col("close") / pl.col("_close_5d_ago") - 1).alias("momentum_5d"), + (pl.col("close") / pl.col("_close_10d_ago") - 1).alias("momentum_10d"), + (pl.col("close") / pl.col("_close_20d_ago") - 1).alias("momentum_20d"), + (pl.col("close") / pl.col("_close_30d_ago") - 1).alias("momentum_30d"), + (pl.col("close") / pl.col("_close_60d_ago") - 1).alias("momentum_60d"), + ]) + + # ---- 年化波动率 20d (递推) ---- + # 用 Welford 简化: sum + sum_sq of 19 historical returns + today's return + today_ret = pl.col("close") / pl.col("prev_close") - 1 + total_sum = pl.col("_vol_19d_pct_sum").fill_null(0.0) + today_ret + total_sq_sum = pl.col("_vol_19d_pct_sq_sum").fill_null(0.0) + today_ret ** 2 + vol_mean = total_sum / 20 + vol_var = total_sq_sum / 20 - vol_mean ** 2 + df = df.with_columns( + pl.when(vol_var > 0) + .then(vol_var.sqrt() * (252 ** 0.5)) + .otherwise(None) + .alias("annual_vol_20d"), + ) + + # ---- 信号 (需要昨天的指标值判断交叉) ---- + if not prev_enriched.is_empty(): + sig_prev = prev_enriched.select( + "symbol", + pl.col("ma5").alias("_prev_ma5"), + pl.col("ma20").alias("_prev_ma20"), + pl.col("ma60").alias("_prev_ma60"), + pl.col("macd_dif").alias("_prev_dif"), + pl.col("macd_dea").alias("_prev_dea"), + pl.col("boll_upper").alias("_prev_boll_upper"), + pl.col("boll_lower").alias("_prev_boll_lower"), + pl.col("close").alias("_prev_close_enriched"), + ) + df = df.join(sig_prev, on="symbol", how="left") + + df = df.with_columns([ + # MA 金叉/死叉 + ((pl.col("ma5") > pl.col("ma20")) & (pl.col("_prev_ma5") <= pl.col("_prev_ma20"))) + .alias("signal_ma_golden_5_20"), + ((pl.col("ma5") < pl.col("ma20")) & (pl.col("_prev_ma5") >= pl.col("_prev_ma20"))) + .alias("signal_ma_dead_5_20"), + ((pl.col("ma20") > pl.col("ma60")) & (pl.col("_prev_ma20") <= pl.col("_prev_ma60"))) + .alias("signal_ma_golden_20_60"), + # MACD 金叉/死叉 + ((pl.col("macd_dif") > pl.col("macd_dea")) & (pl.col("_prev_dif") <= pl.col("_prev_dea"))) + .alias("signal_macd_golden"), + ((pl.col("macd_dif") < pl.col("macd_dea")) & (pl.col("_prev_dif") >= pl.col("_prev_dea"))) + .alias("signal_macd_dead"), + # MA20 突破/跌破 + ((pl.col("close") > pl.col("ma20")) & (pl.col("_prev_close_enriched") <= pl.col("_prev_ma20"))) + .alias("signal_ma20_breakout"), + ((pl.col("close") < pl.col("ma20")) & (pl.col("_prev_close_enriched") >= pl.col("_prev_ma20"))) + .alias("signal_ma20_breakdown"), + # BOLL 突破 + (pl.col("close") >= pl.col("boll_upper")).alias("signal_boll_breakout_upper"), + (pl.col("close") <= pl.col("boll_lower")).alias("signal_boll_breakdown_lower"), + ]) + + df = df.drop([ + c for c in df.columns + if c.startswith("_prev_") and c not in {"_prev_consec_up", "_prev_consec_down"} + ]) + + # N日新高/新低 + 放量 + df = df.with_columns([ + (pl.col("close") >= pl.col("high_60d")).alias("signal_n_day_high"), + (pl.col("close") <= pl.col("low_60d")).alias("signal_n_day_low"), + (pl.col("vol_ratio_5d") >= 2.0).alias("signal_volume_surge"), + ]) + + # ---- 涨跌停 + 换手率 + 炸板 + 连板 ---- + if instruments is not None and not instruments.is_empty(): + df = _compute_limit_signals_today(df, instruments) + + # ---- 清理内部列 ---- + drop_cols = [ + "close_right", "high_right", "low_right", "_prev_close_raw", + "_ma5_partial_sum", "_ma10_partial_sum", "_ma20_partial_sum", + "_ma30_partial_sum", "_ma60_partial_sum", + "_boll_partial_sum", "_boll_partial_sq_sum", + "_high_59d", "_low_59d", + "_close_5d_ago", "_close_10d_ago", "_close_20d_ago", + "_close_30d_ago", "_close_60d_ago", + "_vol_ma5_partial_sum", "_vol_ma10_partial_sum", + "_kdj_8d_low", "_kdj_8d_high", + "_window_len", + "_rsi_avg_gain_6", "_rsi_avg_loss_6", + "_rsi_avg_gain_14", "_rsi_avg_loss_14", + "_rsi_avg_gain_24", "_rsi_avg_loss_24", + "_ema12", "_ema26", + "_adj_factor", + "_vol_19d_pct_sum", "_vol_19d_pct_sq_sum", + "_prev_consec_up", "_prev_consec_down", + ] + df = df.drop([c for c in drop_cols if c in df.columns]) + + # 自定义信号（日级实时路径同样注入） + from app.strategy import custom_signals + df = custom_signals.inject(df, _get_custom_signal_exprs()) + + # 清理 NaN / Inf + float_cols = [c for c in df.columns if df[c].dtype.is_float()] + if float_cols: + df = df.with_columns([ + pl.when(pl.col(c).is_nan() | pl.col(c).is_infinite()) + .then(None) + .otherwise(pl.col(c)) + .alias(c) + for c in float_cols + ]) + + return df + + +def _compute_limit_signals_today(df: pl.DataFrame, instruments: pl.DataFrame) -> pl.DataFrame: + """盘中增量版的涨跌停/换手率/炸板/连板计算。""" + inst_cols = ["symbol"] + if "float_shares" in instruments.columns: + inst_cols.append("float_shares") + inst_subset = instruments.select(inst_cols).unique(subset=["symbol"]) + if "name" in instruments.columns: + st_flag = ( + instruments + .select("symbol", pl.col("name").str.contains("ST").alias("_is_st")) + .unique(subset=["symbol"]) + ) + inst_subset = inst_subset.join(st_flag, on="symbol", how="left") + + df = df.join(inst_subset, on="symbol", how="left", suffix="_inst") + + # 换手率: API 有则直接用, 无则从 float_shares 计算 + if "turnover_rate" not in df.columns: + if "float_shares" in df.columns and "volume" in df.columns: + df = df.with_columns( + pl.when(pl.col("float_shares") > 0) + .then(pl.col("volume") * 10000.0 / pl.col("float_shares")) + .otherwise(None) + .alias("turnover_rate") + ) + + # 涨跌停 (用 raw_close / raw_high 和前一日原始收盘价) + # 优先用 API 原始前收盘价, 回退到 close_right, 最后回退到 raw_close + if "_prev_close_raw" in df.columns: + if "close_right" in df.columns: + prev_raw = pl.when(pl.col("_prev_close_raw").is_not_null()).then(pl.col("_prev_close_raw")).otherwise(pl.col("close_right")) + else: + prev_raw = pl.col("_prev_close_raw") + elif "close_right" in df.columns: + prev_raw = pl.col("close_right") + else: + prev_raw = pl.col("raw_close") + is_chinext = pl.col("symbol").str.starts_with("300") | pl.col("symbol").str.starts_with("301") + is_star = pl.col("symbol").str.starts_with("688") | pl.col("symbol").str.starts_with("689") + is_bj = pl.col("symbol").str.ends_with(".BJ") + limit_pct = ( + pl.when(is_chinext).then(0.20) + .when(is_star).then(0.20) + .when(is_bj).then(0.30) + .otherwise(0.10) + ) + if "_is_st" in df.columns: + limit_pct = pl.when(pl.col("_is_st").fill_null(False)).then(0.05).otherwise(limit_pct) + limit_pct = limit_pct.alias("_limit_pct") + + limit_up_price = _limit_price(prev_raw, limit_pct, up=True) + limit_down_price = _limit_price(prev_raw, limit_pct, up=False) + + is_limit_up = ( + pl.when((prev_raw > 0) & (pl.col("raw_close") > 0)) + .then((pl.col("raw_close") - limit_up_price).abs() < 0.005) + .otherwise(None).cast(pl.Boolean) + ) + is_limit_down = ( + pl.when((prev_raw > 0) & (pl.col("raw_close") > 0)) + .then((pl.col("raw_close") - limit_down_price).abs() < 0.005) + .otherwise(None).cast(pl.Boolean) + ) + + df = df.with_columns([ + is_limit_up.alias("signal_limit_up"), + is_limit_down.alias("signal_limit_down"), + # 跌停翘板 + pl.when(prev_raw > 0) + .then( + (~is_limit_down.fill_null(True)) + & (pl.col("low") <= limit_down_price + 0.005) + & (pl.col("close") > pl.col("open")) + ).otherwise(None).cast(pl.Boolean) + .alias("signal_limit_down_recovery"), + # 炸板: 最高价曾触及涨停价 + 最终未封住 + pl.when((prev_raw > 0) & (pl.col("raw_high") > 0)) + .then( + (~is_limit_up.fill_null(True)) + & (pl.col("raw_high") >= limit_up_price - 0.005) + ).otherwise(None).cast(pl.Boolean) + .alias("signal_broken_limit_up"), + ]) + + # 连板数: 同向 +1, 不同向归零 + # _prev_consec_up / _prev_consec_down 来自 live_agg (昨日 enriched) + if "_prev_consec_up" not in df.columns: + df = df.with_columns(pl.lit(0).cast(pl.UInt32).alias("_prev_consec_up")) + if "_prev_consec_down" not in df.columns: + df = df.with_columns(pl.lit(0).cast(pl.UInt32).alias("_prev_consec_down")) + prev_up = pl.col("_prev_consec_up").fill_null(0).cast(pl.UInt32) + prev_down = pl.col("_prev_consec_down").fill_null(0).cast(pl.UInt32) + df = df.with_columns([ + pl.when(is_limit_up.fill_null(False)) + .then((prev_up + 1).cast(pl.UInt32)) + .otherwise(pl.lit(0).cast(pl.UInt32)) + .alias("consecutive_limit_ups"), + pl.when(is_limit_down.fill_null(False)) + .then((prev_down + 1).cast(pl.UInt32)) + .otherwise(pl.lit(0).cast(pl.UInt32)) + .alias("consecutive_limit_downs"), + ]) + + # 清理 + cleanup = ["_limit_pct", "_is_st"] + for c in df.columns: + if c.endswith("_inst"): + cleanup.append(c) + for c in ["name", "float_shares"]: + if c in df.columns: + cleanup.append(c) + df = df.drop([c for c in cleanup if c in df.columns]) + + return df diff --git a/backend/app/jobs/__init__.py b/backend/app/jobs/__init__.py new file mode 100644 index 0000000..3daa442 --- /dev/null +++ b/backend/app/jobs/__init__.py @@ -0,0 +1 @@ +"""APScheduler 任务。""" diff --git a/backend/app/jobs/daily_pipeline.py b/backend/app/jobs/daily_pipeline.py new file mode 100644 index 0000000..fe8c13c --- /dev/null +++ b/backend/app/jobs/daily_pipeline.py @@ -0,0 +1,499 @@ +"""盘后管道 + 盘前维表同步。 + +调度: + 09:10 盘前 — 同步标的维表 instruments (全量覆盖) + 15:30 盘后 — 日K同步 + 增量除权因子 + enriched 计算 + 刷新视图 + +盘后同步策略: + 日 K: QuoteService 交易时段已实时落盘 → 有数据时跳过 batch,首次拉 1 年区间 + 除权因子: 从已有数据最新日期的下一天开始增量获取,避免重复拉取和计算 +""" +from __future__ import annotations + +import logging +from collections.abc import Callable +from pathlib import Path + +import polars as pl +from apscheduler.schedulers.asyncio import AsyncIOScheduler +from apscheduler.triggers.cron import CronTrigger + +from app.indicators.pipeline import run_pipeline +from app.config import settings +from app.services import index_sync, instrument_sync, kline_sync +from app.tickflow.capabilities import Cap, CapabilitySet +from app.tickflow.pools import DEMO_SYMBOLS, get_pool +from app.tickflow.repository import KlineRepository + +logger = logging.getLogger(__name__) + +ProgressCb = Callable[..., None] + + +def _noop(stage: str, pct: int, msg: str, **kwargs) -> None: # noqa: ARG001 + pass + + +def _invalidate(table: str | None = None) -> None: + """stage 写完调用,让 /api/data/status 只重算被影响的那张表。""" + from app.api.data import invalidate_data_cache + invalidate_data_cache(table) + + +def _resolve_universe(capset: CapabilitySet) -> list[str]: + """解析标的池 — 以 CN_Equity_A (沪深京A股 ~5522只) 为主。 + + 有 batch 能力 → 直接拉 CN_Equity_A universe + 其他用户 → 用 instruments parquet + watchlist 兜底 + """ + if capset.has(Cap.KLINE_DAILY_BATCH): + try: + all_a = get_pool("CN_Equity_A", refresh=True) + if all_a: + return sorted(all_a) + except Exception as e: # noqa: BLE001 + logger.warning("CN_Equity_A pool unavailable, fallback: %s", e) + + # Free 用户兜底: instruments parquet + watchlist + demo + base: set[str] = set(DEMO_SYMBOLS) + base.update(get_pool("watchlist")) + d = Path(settings.data_dir) + inst_path = d / "instruments" / "instruments.parquet" + if inst_path.exists(): + try: + inst = pl.read_parquet(inst_path, columns=["symbol"]) + base.update(inst["symbol"].to_list()) + except Exception as e: # noqa: BLE001 + logger.warning("instruments supplement failed: %s", e) + return sorted(base) + + +def run_instruments_sync(repo: KlineRepository) -> dict: + """盘前同步标的维表。""" + rows = instrument_sync.sync_instruments(repo.store.data_dir) + _refresh_instruments_view(repo) + _invalidate("instruments") + return {"instruments_rows": rows} + + +def run_now( + repo: KlineRepository, + capset: CapabilitySet, + on_progress: ProgressCb | None = None, +) -> dict: + """立即执行一次盘后管道,支持进度回调。 + + 跳过的 stage **不 emit**,避免前端把"无 capability"的卡片错误标记为 active/done。 + result 里带 skipped_stages 列表供前端展示。 + """ + emit = on_progress or _noop + skipped: list[str] = [] + + # Step 0: 先同步标的维表, 再解析标的池 — 确保标的池基于最新 instruments + emit("sync_instruments", 2, "同步标的维表…") + inst_rows = instrument_sync.sync_instruments(repo.store.data_dir) + if inst_rows > 0: + _refresh_instruments_view(repo) + emit("sync_instruments", 8, f"标的维表同步完成,{inst_rows} 只标的") + _invalidate("instruments") + + emit("resolve_universe", 9, "解析标的池…") + universe = _resolve_universe(capset) + emit("resolve_universe", 10, f"标的池规模:{len(universe)} 只") + + # Step 1: 日 K 同步 + # 今天有数据 → 实时行情接口拉一次覆写（1请求全市场） + # 今天没数据 → batch K-line API 补齐 + # 无任何数据 → batch K-line API 拉首次 1 年 + from datetime import date as _date, timedelta as _td, datetime as _dt + latest_daily = repo.latest_daily_date() + today = _date.today() + today_exists = latest_daily and latest_daily >= today + new_daily_days = 0 + + if today_exists: + # 今天有数据（QuoteService 已落盘）→ 实时行情覆写，确保最新 + emit("sync_daily", 12, f"获取日K [{today} ~ {today}] 实时行情…") + written_daily = kline_sync.sync_daily_by_quotes(repo) + new_daily_days = 1 + emit("sync_daily", 45, f"日K 完成,{written_daily} 只标的") + logger.info("sync_daily: [%s ~ %s] live quotes, %d symbols", today, today, written_daily) + elif latest_daily: + # 有历史但今天没数据 → batch 补齐缺口 + start_date = latest_daily + emit("sync_daily", 12, f"获取日K [{start_date} ~ {today}]…") + logger.info("sync_daily: [%s ~ %s] gap fill", start_date, today) + + def _daily_chunk_progress(cur: int, tot: int) -> None: + emit("sync_daily", 12 + int(33 * cur / tot), + f"日K 批次 {cur}/{tot}", stage_pct=int(100 * cur / tot), skip_log=True) + written_daily = kline_sync.sync_and_persist_daily_batch( + universe, repo, capset, + start_date=_dt.combine(start_date, _dt.min.time()), + end_date=_dt.combine(today, _dt.min.time()), + on_chunk_done=_daily_chunk_progress, + ) + gap_days = (today - start_date).days + new_daily_days = gap_days + emit("sync_daily", 45, f"日K 完成,覆盖 {gap_days} 天") + logger.info("sync_daily: [%s ~ %s] done, %d days", start_date, today, gap_days) + else: + # 首次：无任何数据 → batch 拉 1 年 + start_date = today - _td(days=365) + emit("sync_daily", 12, f"获取日K [{start_date} ~ {today}]…") + logger.info("sync_daily: [%s ~ %s] initial fetch", start_date, today) + + def _daily_chunk_progress(cur: int, tot: int) -> None: + emit("sync_daily", 12 + int(33 * cur / tot), + f"日K 批次 {cur}/{tot}", stage_pct=int(100 * cur / tot), skip_log=True) + written_daily = kline_sync.sync_and_persist_daily_batch( + universe, repo, capset, + start_date=_dt.combine(start_date, _dt.min.time()), + end_date=_dt.combine(today, _dt.min.time()), + on_chunk_done=_daily_chunk_progress, + ) + new_daily_days = 365 + emit("sync_daily", 45, "日K 完成") + logger.info("sync_daily: [%s ~ %s] done", start_date, today) + _invalidate("daily") + + # Step 1.5: 增量同步除权因子 — 从已有数据最新日期的下一天开始获取 + written_adj = 0 + affected_symbols: list[str] = [] + if capset.has(Cap.ADJ_FACTOR): + from datetime import datetime, timedelta + adj_end = datetime.now() + # 从已有除权因子数据的最新日期开始获取，避免重复拉取 + adj_factor_path = repo.store.data_dir / "adj_factor" / "all.parquet" + fallback_start = adj_end - timedelta(days=30) + if adj_factor_path.exists(): + try: + from datetime import date as date_cls + max_date = pl.scan_parquet(adj_factor_path).select( + pl.col("trade_date").max() + ).collect().item() + if max_date is not None: + # trade_date 可能是 date / datetime / string 类型 + if isinstance(max_date, str): + td = date_cls.fromisoformat(max_date) + elif isinstance(max_date, datetime): + td = max_date.date() + else: + td = max_date + adj_start = datetime.combine(td, datetime.min.time()) + else: + adj_start = fallback_start + except Exception: + adj_start = fallback_start + else: + adj_start = fallback_start + adj_start_str = adj_start.strftime("%Y-%m-%d") + adj_end_str = adj_end.strftime("%Y-%m-%d") + emit("sync_adj", 50, f"获取除权因子 [{adj_start_str} ~ {adj_end_str}]…") + logger.info("sync_adj: [%s ~ %s] start", adj_start_str, adj_end_str) + + def _adj_chunk_progress(cur: int, tot: int) -> None: + emit("sync_adj", 50 + int(10 * cur / tot), + f"除权因子批次 {cur}/{tot}", stage_pct=int(100 * cur / tot), skip_log=True) + written_adj, affected_symbols = kline_sync.sync_adj_factor( + universe, repo, capset, + start_time=adj_start, end_time=adj_end, + on_chunk_done=_adj_chunk_progress, + ) + if affected_symbols: + _refresh_single_view(repo, "adj_factor") + emit("sync_adj", 60, f"除权因子完成,新增 {len(affected_symbols)} 只个股") + logger.info("sync_adj: [%s ~ %s] done, %d symbols", adj_start_str, adj_end_str, len(affected_symbols)) + else: + emit("sync_adj", 60, "除权因子完成,无新增") + logger.info("sync_adj: [%s ~ %s] no new factors", adj_start_str, adj_end_str) + _invalidate("adj_factor") + else: + skipped.append("sync_adj") + logger.info("sync_adj skipped: no ADJ_FACTOR capability") + + # Step 2: 计算 enriched + # 判断策略: + # - 首次 (enriched 目录不存在) → 全量 + # - 往前扩展历史 (新日期 < enriched 已有最早日期) → 全量 + # 前面的除权因子会改变累积因子链,影响后面所有日期的复权价格 + # - 往后新增日期 (新日期 > enriched 已有最晚日期) + # → 增量补新区块(所有标的) + 受除权影响个股全日期重算 + # - 无新日期 + 有新除权因子 → 增量: 只重算受影响个股的全部日期 + # - 无新日期 + 无变化 → 跳过 + enriched_dir = repo.store.data_dir / "kline_daily_enriched" + enriched_exists = enriched_dir.exists() and any(enriched_dir.glob("date=*")) + daily_dir = repo.store.data_dir / "kline_daily" + daily_days = len(list(daily_dir.glob("date=*"))) if daily_dir.exists() else 0 + prev_enriched_days = len(list(enriched_dir.glob("date=*"))) if enriched_exists else 0 + + # 判断新日期方向: 找 daily 和 enriched 的日期集合做比较 + forward_incremental = False + backward_extension = False + + if daily_days > prev_enriched_days and enriched_exists: + daily_dates = sorted(d.stem.split("=")[1] for d in daily_dir.glob("date=*")) + enriched_dates = sorted(d.stem.split("=")[1] for d in enriched_dir.glob("date=*")) + earliest_enriched = enriched_dates[0] + latest_enriched = enriched_dates[-1] + new_dates = set(daily_dates) - set(enriched_dates) + if new_dates: + # 有新日期早于 enriched 最早日期 → 往前扩展 + if any(d < earliest_enriched for d in new_dates): + backward_extension = True + # 有新日期晚于 enriched 最晚日期 → 往后新增 + if any(d > latest_enriched for d in new_dates): + forward_incremental = True + + def _enriched_batch_progress(cur: int, tot: int) -> None: + emit("compute_enriched", 65 + int(23 * cur / tot), + f"计算指标 批次 {cur}/{tot}", stage_pct=int(100 * cur / tot), skip_log=True) + + if not enriched_exists or backward_extension: + # 首次 或 往前扩展 → 全量 + emit("compute_enriched", 65, "全量计算 enriched…") + logger.info("compute_enriched: full rebuild (first=%s, backward=%s, daily=%d, enriched=%d)", + not enriched_exists, backward_extension, daily_days, prev_enriched_days) + written_enriched = run_pipeline(on_batch_done=_enriched_batch_progress) + new_enriched_days = len(list(enriched_dir.glob("date=*"))) + emit("compute_enriched", 88, f"enriched 完成,覆盖 {new_enriched_days} 天") + logger.info("compute_enriched: full rebuild done, %d days", new_enriched_days) + elif forward_incremental: + # 往后新增日期: 增量补新区块 + 受影响个股全日期重算 + symbols_to_recompute = list(set(affected_symbols)) if affected_symbols else [] + emit("compute_enriched", 65, + f"增量计算 enriched (新日期 + {len(symbols_to_recompute)} 只个股重算)…" + if symbols_to_recompute else "增量计算 enriched (新日期)…") + logger.info("compute_enriched: forward incremental, %d symbols to recompute", + len(symbols_to_recompute)) + written_enriched = run_pipeline( + new_dates_only=True, + symbols=symbols_to_recompute or None, + on_batch_done=_enriched_batch_progress, + ) + new_enriched_days = len(list(enriched_dir.glob("date=*"))) + emit("compute_enriched", 88, f"enriched 完成,覆盖 {new_enriched_days} 天") + logger.info("compute_enriched: forward incremental done, %d days", new_enriched_days) + elif affected_symbols: + # 无新日期,仅除权因子变更 → 只重算受影响个股的全部日期 + emit("compute_enriched", 65, f"增量计算 enriched ({len(affected_symbols)} 只个股)…") + logger.info("compute_enriched: adj_factor incremental, %d symbols", len(affected_symbols)) + written_enriched = run_pipeline(symbols=affected_symbols, on_batch_done=_enriched_batch_progress) + emit("compute_enriched", 88, f"enriched 完成,{len(affected_symbols)} 只个股") + else: + written_enriched = 0 + logger.info("compute_enriched: skip (no new daily, no adj_factor changes)") + _refresh_single_view(repo, "kline_enriched") + _invalidate("enriched") + + # Step 2.3: 指数同步 — 独立 kline_index_* 存储，不进入股票选股/策略链路。 + written_index_daily = 0 + index_count = 0 + if capset.has(Cap.KLINE_DAILY_BATCH): + emit("sync_index", 88, "同步指数列表与日K…") + try: + index_count = index_sync.sync_index_instruments(repo) + index_dir = repo.store.data_dir / "kline_index_enriched" + index_dates = sorted( + d.name[5:] for d in index_dir.glob("date=*") + if d.is_dir() and d.name.startswith("date=") + ) if index_dir.exists() else [] + index_start = _date.fromisoformat(index_dates[-1]) if index_dates else today - _td(days=365) + written_index_daily = index_sync.sync_and_persist_index_daily( + repo, + capset, + start_date=_dt.combine(index_start, _dt.min.time()), + end_date=_dt.combine(today, _dt.min.time()), + ) + repo.refresh_index_views() + _invalidate("index_instruments") + _invalidate("index_daily") + _invalidate("index_enriched") + emit("sync_index", 89, f"指数完成,{index_count} 只指数,{written_index_daily} 行日K") + except Exception as e: # noqa: BLE001 + logger.warning("sync_index failed: %s", e) + emit("sync_index", 89, f"指数同步失败:{e}") + else: + skipped.append("sync_index") + + # Step 2.5: 分钟 K 同步(可选) — 未启用或无 capability 时静默跳过(不 emit) + from app.services import preferences + minute_on = preferences.get_minute_sync_enabled() + minute_days = preferences.get_minute_sync_days() + written_minute = 0 + if minute_on and capset.has(Cap.KLINE_MINUTE_BATCH): + minute_start = today - _td(days=minute_days) + emit("sync_minute", 90, f"获取分钟K [{minute_start} ~ {today}]…") + logger.info("sync_minute: [%s ~ %s] start", minute_start, today) + minute_symbols = _resolve_minute_symbols(capset) + def _minute_chunk_progress(cur: int, tot: int) -> None: + emit("sync_minute", 90 + int(3 * cur / tot), + f"分钟K 批次 {cur}/{tot}", stage_pct=int(100 * cur / tot), skip_log=True) + written_minute = kline_sync.sync_and_persist_minute( + minute_symbols, repo, capset, days=minute_days, + on_chunk_done=_minute_chunk_progress, + ) + minute_dir = repo.store.data_dir / "kline_minute" + minute_cover_days = len(list(minute_dir.glob("date=*"))) if minute_dir.exists() else 0 + emit("sync_minute", 93, f"分钟K完成,覆盖 {minute_cover_days} 天") + logger.info("sync_minute: [%s ~ %s] done, %d days", minute_start, today, minute_cover_days) + _invalidate("minute") + else: + skipped.append("sync_minute") + if minute_on: + logger.info("sync_minute skipped: no KLINE_MINUTE_BATCH capability") + else: + logger.info("sync_minute skipped: user disabled") + + # Step 3: 刷新视图 + emit("refresh_views", 95, "刷新 DuckDB 视图…") + _refresh_views(repo) + + emit("done", 100, "完成") + _invalidate(None) # 兜底:全清 + + return { + "universe_size": len(universe), + "daily_days": new_daily_days, + "adj_factor_symbols": len(affected_symbols), + "enriched_days": written_enriched, + "index_count": index_count, + "index_daily_rows": written_index_daily, + "minute_rows": written_minute, + "skipped_stages": skipped, + } + + +def _refresh_views(repo: KlineRepository) -> None: + """刷新所有 DuckDB 视图。""" + d = repo.store.data_dir.as_posix() + views = { + "kline_daily": f"{d}/kline_daily/**/*.parquet", + "kline_enriched": f"{d}/kline_daily_enriched/**/*.parquet", + "kline_index_daily": f"{d}/kline_index_daily/**/*.parquet", + "kline_index_enriched": f"{d}/kline_index_enriched/**/*.parquet", + "kline_minute": f"{d}/kline_minute/**/*.parquet", + "adj_factor": f"{d}/adj_factor/**/*.parquet", + "instruments": f"{d}/instruments/**/*.parquet", + "instruments_index": f"{d}/instruments_index/**/*.parquet", + } + for name, path in views.items(): + try: + repo.db.execute( + f"CREATE OR REPLACE VIEW {name} AS " + f"SELECT * FROM read_parquet('{path}', union_by_name=true)" + ) + except Exception as e: # noqa: BLE001 + logger.warning("refresh view %s failed: %s", name, e) + + +def _refresh_single_view(repo: KlineRepository, name: str) -> None: + """刷新单个 DuckDB 视图。""" + d = repo.store.data_dir.as_posix() + paths = { + "kline_daily": f"{d}/kline_daily/**/*.parquet", + "kline_enriched": f"{d}/kline_daily_enriched/**/*.parquet", + "kline_index_daily": f"{d}/kline_index_daily/**/*.parquet", + "kline_index_enriched": f"{d}/kline_index_enriched/**/*.parquet", + "kline_minute": f"{d}/kline_minute/**/*.parquet", + "adj_factor": f"{d}/adj_factor/**/*.parquet", + "instruments": f"{d}/instruments/**/*.parquet", + "instruments_index": f"{d}/instruments_index/**/*.parquet", + } + path = paths.get(name) + if not path: + return + try: + repo.db.execute( + f"CREATE OR REPLACE VIEW {name} AS " + f"SELECT * FROM read_parquet('{path}', union_by_name=true)" + ) + except Exception as e: # noqa: BLE001 + logger.warning("refresh view %s failed: %s", name, e) + + +def _resolve_minute_symbols(capset: CapabilitySet) -> list[str]: + """分钟 K 同步标的 — 与日K共用同一标的池。""" + return _resolve_universe(capset) + + +def _refresh_instruments_view(repo: KlineRepository) -> None: + """单独刷新 instruments 视图。""" + d = repo.store.data_dir.as_posix() + try: + repo.db.execute( + f"CREATE OR REPLACE VIEW instruments AS " + f"SELECT * FROM read_parquet('{d}/instruments/**/*.parquet', union_by_name=true)" + ) + except Exception as e: # noqa: BLE001 + logger.warning("refresh instruments view failed: %s", e) + + +def _run_tracked(fn, job_label: str) -> None: + """调度触发时包装 JobStore 跟踪，确保同步历史有记录。""" + from app.services.pipeline_jobs import job_store + + job_id = job_store.create() + job_store.start(job_id) + + def progress(stage: str, pct: int, msg: str, stage_pct: int | None = None, + skip_log: bool = False) -> None: + job_store.progress(job_id, stage, pct, msg, stage_pct=stage_pct, skip_log=skip_log) + + try: + result = fn(on_progress=progress) + job_store.succeed(job_id, result) + logger.info("scheduled %s completed: job_id=%s", job_label, job_id) + except Exception: + logger.exception("scheduled %s failed: job_id=%s", job_label, job_id) + job_store.fail(job_id, f"scheduled {job_label} failed") + + +def start_scheduler(repo: KlineRepository, capset: CapabilitySet) -> AsyncIOScheduler: + """启动调度器。 + + 工作日 09:10 — 同步标的维表 + 工作日 HH:MM — 盘后管道（时间由用户偏好决定，默认 15:30） + """ + from app.services import preferences + sched = preferences.get_pipeline_schedule() + inst_sched = preferences.get_instruments_schedule() + + scheduler = AsyncIOScheduler(timezone="Asia/Shanghai") + + # 盘前: 同步 instruments（时间由偏好决定） + def _instruments_task(on_progress=None): + emit = on_progress or _noop + emit("sync_instruments", 0, "同步标的维表…") + result = run_instruments_sync(repo) + emit("done", 100, f"标的维表同步完成,{result.get('instruments_rows', 0)} 只标的") + return result + + scheduler.add_job( + lambda: _run_tracked(_instruments_task, "instruments_sync"), + trigger=CronTrigger(day_of_week="mon-fri", + hour=inst_sched["hour"], minute=inst_sched["minute"], + timezone="Asia/Shanghai"), + id="pre_market_instruments", + misfire_grace_time=1800, + replace_existing=True, + ) + + # 盘后: 日 K + enriched（时间由偏好决定） + scheduler.add_job( + lambda: _run_tracked( + lambda on_progress=None: run_now(repo, capset, on_progress=on_progress), + "daily_pipeline", + ), + trigger=CronTrigger(day_of_week="mon-fri", + hour=sched["hour"], minute=sched["minute"], + timezone="Asia/Shanghai"), + id="daily_pipeline", + misfire_grace_time=3600, + replace_existing=True, + ) + + scheduler.start() + logger.info("scheduler started; instruments@%02d:%02d, pipeline@%02d:%02d mon-fri", + inst_sched["hour"], inst_sched["minute"], sched["hour"], sched["minute"]) + return scheduler diff --git a/backend/app/main.py b/backend/app/main.py new file mode 100644 index 0000000..6bf6110 --- /dev/null +++ b/backend/app/main.py @@ -0,0 +1,170 @@ +"""FastAPI 入口。""" +from __future__ import annotations + +import logging +from contextlib import asynccontextmanager +from pathlib import Path + +from fastapi import FastAPI +from fastapi.middleware.cors import CORSMiddleware +from fastapi.responses import FileResponse +from fastapi.staticfiles import StaticFiles + +from app import __version__ +from app.api import analysis, backtest, data, ext_data, financials, indices, intraday, kline, overview, pipeline, screener, settings as settings_api, signals, strategy, watchlist +from app.api.routes import router as core_router +from app.config import settings +from app.jobs import daily_pipeline +from app.services.quote_service import QuoteService +from app.tickflow.policy import detect_capabilities +from app.tickflow.repository import DataStore, KlineRepository + +logging.basicConfig( + level=settings.log_level, + format="%(asctime)s [%(levelname)s] %(name)s: %(message)s", +) +logger = logging.getLogger(__name__) + + +@asynccontextmanager +async def lifespan(app: FastAPI): + logger.info( + "TF-Stocks-Panel v%s starting (mode=%s)", + __version__, "free" if settings.use_free_mode else "api_key", + ) + + # 数据层 + store = DataStore() + repo = KlineRepository(store) + app.state.datastore = store + app.state.repo = repo + + # Polars 缓存预热 + repo.refresh_cache() + + # 能力探测 + capset = detect_capabilities() + app.state.capabilities = capset + logger.info("ready; %d capabilities active", len(capset.all())) + + # 全局行情服务 + qs = QuoteService() + app.state.quote_service = qs + qs.set_repo(repo) + qs.boot_check() + + # QuoteService 需要访问 strategy_monitor 等单例 + # 先创建 strategy_monitor，再注入 app.state + from app.strategy.monitor import StrategyMonitorService + strategy_monitor = StrategyMonitorService() + app.state.strategy_monitor = strategy_monitor + qs.set_app_state(app.state) + + # 启动调度器(若 enriched 数据为空,首次启动可手动 POST /api/pipeline/run) + try: + scheduler = daily_pipeline.start_scheduler(repo, capset) + app.state.scheduler = scheduler + except Exception as e: # noqa: BLE001 + logger.warning("scheduler not started: %s", e) + app.state.scheduler = None + + # 扩展数据定时拉取 + from app.services.ext_pull import pull_scheduler + pull_scheduler.start(store.data_dir) + pull_scheduler.refresh(store.data_dir) + app.state.pull_scheduler = pull_scheduler + + # 财务数据独立调度 (需 Expert 套餐) + from app.services.financial_sync import financial_scheduler + financial_scheduler.start(store.data_dir, capset) + app.state.financial_scheduler = financial_scheduler + + # 策略引擎 + from app.strategy.engine import StrategyEngine + from app.strategy.monitor import StrategyMonitorService + from app.services.screener import ScreenerService + + _screener_svc = ScreenerService(repo) + strategy_dirs = [ + Path(__file__).resolve().parent / "strategy" / "builtin", + store.data_dir / "strategies" / "custom", + store.data_dir / "strategies" / "ai", + ] + strategy_engine = StrategyEngine( + enriched_loader=_screener_svc._load_enriched_for_date, + enriched_history_loader=_screener_svc._load_enriched_history, + strategy_dirs=strategy_dirs, + ) + app.state.strategy_engine = strategy_engine + logger.info("strategy engine loaded: %d strategies", len(strategy_engine.list_strategies())) + + yield + + if app.state.scheduler: + app.state.scheduler.shutdown(wait=False) + ps = getattr(app.state, "pull_scheduler", None) + if ps: + ps.stop() + fsc = getattr(app.state, "financial_scheduler", None) + if fsc: + fsc.stop() + qs = getattr(app.state, "quote_service", None) + if qs: + qs.stop() + logger.info("shutdown") + + +app = FastAPI( + title="TF-Stocks-Panel", + version=__version__, + description="A 股选股 + 回测面板 — TickFlow 适配", + lifespan=lifespan, +) + +# 开发期 CORS 允许 Vite dev server +app.add_middleware( + CORSMiddleware, + allow_origins=["http://localhost:3011", "http://127.0.0.1:3011"], + allow_credentials=True, + allow_methods=["*"], + allow_headers=["*"], +) + +# 路由 +app.include_router(core_router) +app.include_router(kline.router) +app.include_router(watchlist.router) +app.include_router(screener.router) +app.include_router(backtest.router) +app.include_router(intraday.router) +app.include_router(indices.router) +app.include_router(overview.router) +app.include_router(analysis.router) +app.include_router(pipeline.router) +app.include_router(data.router) +app.include_router(ext_data.router) +app.include_router(financials.router) +app.include_router(settings_api.router) +app.include_router(strategy.router) +app.include_router(signals.router) + +# 生产期静态文件(前端 dist) +_static = Path(settings.static_dir) +if _static.exists(): + if (_static / "assets").exists(): + app.mount("/assets", StaticFiles(directory=_static / "assets"), name="assets") + + @app.get("/{full_path:path}", include_in_schema=False) + def spa_fallback(full_path: str): # noqa: ARG001 + """所有未匹配路径回退到 index.html — React Router 接管。 + + index.html 禁止缓存 (Cache-Control: no-store), 确保浏览器每次拿到 + 最新版本引用的 JS/CSS 文件名 (assets 带 hash, 可长缓存)。 + """ + index = _static / "index.html" + if index.exists(): + return FileResponse( + index, + headers={"Cache-Control": "no-store, must-revalidate"}, + ) + return {"error": "frontend not built"} diff --git a/backend/app/secrets_store.py b/backend/app/secrets_store.py new file mode 100644 index 0000000..28d2c1b --- /dev/null +++ b/backend/app/secrets_store.py @@ -0,0 +1,96 @@ +"""Key / 凭据本地存储(§14)。 + +存储位置:`data/user_data/secrets.json`,权限 0600。 +优先级:secrets.json > .env > 空(Free 模式)。 + +UI 改 Key 时只动这个文件,不动 .env。 +""" +from __future__ import annotations + +import json +import logging +import os +from pathlib import Path + +logger = logging.getLogger(__name__) + + +def _path() -> Path: + from app.config import settings + p = settings.data_dir / "user_data" / "secrets.json" + p.parent.mkdir(parents=True, exist_ok=True) + return p + + +def load() -> dict: + p = _path() + if p.exists(): + try: + return json.loads(p.read_text(encoding="utf-8")) + except Exception as e: # noqa: BLE001 + logger.warning("secrets.json malformed: %s", e) + return {} + + +def save(updates: dict) -> dict: + """合并写入(不会清掉未提及的字段)。返回新内容。""" + current = load() + current.update({k: v for k, v in updates.items() if v is not None}) + p = _path() + p.write_text(json.dumps(current, indent=2, ensure_ascii=False), encoding="utf-8") + try: + os.chmod(p, 0o600) + except OSError: + pass + return current + + +def clear(*keys: str) -> dict: + """清掉指定字段(留空清全部)。""" + p = _path() + if not p.exists(): + return {} + if not keys: + p.unlink() + return {} + current = load() + for k in keys: + current.pop(k, None) + p.write_text(json.dumps(current, indent=2, ensure_ascii=False), encoding="utf-8") + return current + + +def get_tickflow_key() -> str: + """取当前 TickFlow Key:secrets.json 优先,否则 .env。""" + val = load().get("tickflow_api_key") + if val: + return val + from app.config import settings + return settings.tickflow_api_key or "" + + +def get_ai_key() -> str: + """取当前 AI Key:secrets.json 优先,否则 .env。""" + val = load().get("ai_api_key") + if val: + return val + from app.config import settings + return settings.ai_api_key or "" + + +def get_ai_config(key: str, default: str = "") -> str: + """取 AI 配置项:secrets.json 优先,否则 config。""" + val = load().get(key) + if val: + return val + from app.config import settings + return getattr(settings, key, default) or default + + +def mask(key: str, prefix: int = 4, suffix: int = 4) -> str: + """脱敏显示。""" + if not key: + return "" + if len(key) <= prefix + suffix: + return "•" * len(key) + return f"{key[:prefix]}{'•' * 6}{key[-suffix:]}" diff --git a/backend/app/services/__init__.py b/backend/app/services/__init__.py new file mode 100644 index 0000000..829d0ed --- /dev/null +++ b/backend/app/services/__init__.py @@ -0,0 +1 @@ +"""业务服务层。""" diff --git a/backend/app/services/backtest.py b/backend/app/services/backtest.py new file mode 100644 index 0000000..806541c --- /dev/null +++ b/backend/app/services/backtest.py @@ -0,0 +1,392 @@ +"""回测服务(§6.7)。 + +包 vectorbt — 全项目唯一一处出现 pandas。 +""" +from __future__ import annotations + +import logging +import uuid +from dataclasses import dataclass, field +from datetime import date +from typing import Literal + +import numpy as np +import pandas as pd +import polars as pl + +from app.config import settings +from app.tickflow.repository import KlineRepository + +logger = logging.getLogger(__name__) + +# vectorbt 是 optional extras(见 pyproject.toml).未装时只有 backtest 不可用,其他功能正常. +_vbt = None +_vbt_unavailable_reason: str | None = None + + +class VectorbtUnavailable(RuntimeError): + """vectorbt 未安装 — 提示用户 `uv sync --extra backtest`.""" + + +def _get_vbt(): + global _vbt, _vbt_unavailable_reason + if _vbt is not None: + return _vbt + if _vbt_unavailable_reason is not None: + raise VectorbtUnavailable(_vbt_unavailable_reason) + try: + import vectorbt as vbt + _vbt = vbt + return _vbt + except ImportError as e: + _vbt_unavailable_reason = ( + "vectorbt 未安装 — 它是回测的可选依赖.macOS Intel 用户先 `brew install cmake` " + "然后 `uv sync --extra backtest`" + ) + logger.warning("vectorbt unavailable: %s", e) + raise VectorbtUnavailable(_vbt_unavailable_reason) from e + + +def is_available() -> bool: + """供 API 层快速检测.""" + try: + _get_vbt() + return True + except VectorbtUnavailable: + return False + + +SignalKind = Literal[ + "macd_golden", "macd_dead", + "ma_golden_5_20", "ma_dead_5_20", + "ma_golden_20_60", + "ma20_breakout", "ma20_breakdown", + "n_day_high", "n_day_low", + "boll_breakout_upper", "boll_breakdown_lower", + "volume_surge", + "rsi_oversold", "rsi_overbought", + "stop_loss", "trailing_stop", "max_hold", +] + + +@dataclass +class BacktestConfig: + symbols: list[str] + start: date + end: date + # 买入信号(任一触发即买) + entries: list[str] = field(default_factory=list) + # 卖出信号(任一触发即卖) + exits: list[str] = field(default_factory=list) + # 其他参数 + stop_loss_pct: float | None = None # 例 -0.05 = -5% + max_hold_days: int | None = None + fees_pct: float = 0.0002 # 万二佣金 + slippage_bps: float = 5 # 5 bps + # 撮合 + matching: Literal["close_t", "open_t+1"] = "close_t" + rsi_oversold_threshold: float = 30 + rsi_overbought_threshold: float = 70 + + +@dataclass +class BacktestResult: + run_id: str + config: dict + stats: dict + equity_curve: list[dict] # [{date, value}] + trades: list[dict] # [{symbol, entry_date, exit_date, pnl_pct, ...}] + per_symbol_stats: list[dict] # 每只股票的统计 + + +# enriched 表里的信号列名映射 +_SIGNAL_COLS: dict[SignalKind, str] = { + "macd_golden": "signal_macd_golden", + "macd_dead": "signal_macd_dead", + "ma_golden_5_20": "signal_ma_golden_5_20", + "ma_dead_5_20": "signal_ma_dead_5_20", + "ma_golden_20_60": "signal_ma_golden_20_60", + "ma20_breakout": "signal_ma20_breakout", + "ma20_breakdown": "signal_ma20_breakdown", + "n_day_high": "signal_n_day_high", + "n_day_low": "signal_n_day_low", + "boll_breakout_upper": "signal_boll_breakout_upper", + "boll_breakdown_lower": "signal_boll_breakdown_lower", + "volume_surge": "signal_volume_surge", +} + + +class BacktestService: + def __init__(self, repo: KlineRepository) -> None: + self.repo = repo + + def _load_panel( + self, + symbols: list[str], + start: date, + end: date, + ) -> pd.DataFrame: + """加载 [date × symbol] 价格面板 — Polars scan_parquet + 即时计算指标。 + + **全项目唯一从 Polars 转 pandas 的边界**(§7.4 / ADR-19)。 + """ + try: + enriched_glob = str(self.repo.store.data_dir / "kline_daily_enriched" / "**" / "*.parquet") + df = ( + pl.scan_parquet(enriched_glob) + .filter( + (pl.col("symbol").is_in(symbols)) + & (pl.col("date") >= start) + & (pl.col("date") <= end) + ) + .sort(["date", "symbol"]) + .collect() + ) + except Exception as e: # noqa: BLE001 + logger.warning("backtest load failed: %s", e) + return pd.DataFrame() + + if df.is_empty(): + return pd.DataFrame() + + # 即时计算指标 + 信号 + from app.indicators.pipeline import compute_all + df = compute_all(df) + + # 选择需要的列 + needed_cols = [ + "date", "symbol", "open", "high", "low", "close", "volume", + "rsi_14", "signal_macd_golden", "signal_macd_dead", + "signal_ma_golden_5_20", "signal_ma_dead_5_20", + "signal_ma_golden_20_60", + "signal_ma20_breakout", "signal_ma20_breakdown", + "signal_n_day_high", "signal_n_day_low", + "signal_boll_breakout_upper", "signal_boll_breakdown_lower", + "signal_volume_surge", + ] + existing = [c for c in needed_cols if c in df.columns] + df = df.select(existing) + + # to_pandas 边界 + return df.to_pandas(use_pyarrow_extension_array=False) + + def _build_signal_matrix( + self, + panel: pd.DataFrame, + kinds: list[str], + config: BacktestConfig, + ) -> pd.DataFrame: + """从面板构造 [date × symbol] 的布尔信号矩阵。""" + if not kinds or panel.empty: + return pd.DataFrame() + + # pivot 成 [date × symbol] 形式 + result = None + for kind in kinds: + mat = None + if kind in _SIGNAL_COLS: + col = _SIGNAL_COLS[kind] + mat = panel.pivot(index="date", columns="symbol", values=col).fillna(False).astype(bool) + elif kind == "rsi_oversold": + mat = (panel.pivot(index="date", columns="symbol", values="rsi_14") + < config.rsi_oversold_threshold) + elif kind == "rsi_overbought": + mat = (panel.pivot(index="date", columns="symbol", values="rsi_14") + > config.rsi_overbought_threshold) + # stop_loss / trailing / max_hold 通过 vectorbt 参数处理,不参与信号矩阵 + + if mat is not None: + result = mat if result is None else (result | mat) + return result if result is not None else pd.DataFrame() + + def run(self, config: BacktestConfig) -> BacktestResult: + vbt = _get_vbt() + run_id = uuid.uuid4().hex[:10] + + panel = self._load_panel(config.symbols, config.start, config.end) + if panel.empty: + return BacktestResult( + run_id=run_id, + config=_config_to_dict(config), + stats={"error": "no data"}, + equity_curve=[], + trades=[], + per_symbol_stats=[], + ) + + # 价格面板 + close = panel.pivot(index="date", columns="symbol", values="close") + + # 信号矩阵 + entries = self._build_signal_matrix(panel, config.entries, config) + exits = self._build_signal_matrix(panel, config.exits, config) + + # 对齐 index/columns + if not entries.empty: + entries = entries.reindex_like(close).fillna(False).astype(bool) + else: + entries = pd.DataFrame(False, index=close.index, columns=close.columns) + if not exits.empty: + exits = exits.reindex_like(close).fillna(False).astype(bool) + else: + exits = pd.DataFrame(False, index=close.index, columns=close.columns) + + if not entries.any().any(): + return BacktestResult( + run_id=run_id, + config=_config_to_dict(config), + stats={"error": "no buy signals"}, + equity_curve=[], + trades=[], + per_symbol_stats=[], + ) + + # T+1 适配:vectorbt 默认信号当根 K 撮合 + # close_t 撮合:维持默认 + # open_t+1 撮合:shift 信号 1 根 + 用 open 作为价 + if config.matching == "open_t+1": + entries = entries.shift(1).fillna(False).astype(bool) + exits = exits.shift(1).fillna(False).astype(bool) + price = panel.pivot(index="date", columns="symbol", values="open") + else: + price = close + + # 跑回测 + try: + pf_kwargs = dict( + close=close, + entries=entries, + exits=exits, + price=price, + fees=config.fees_pct, + slippage=config.slippage_bps / 10000.0, + freq="1D", + ) + if config.stop_loss_pct is not None: + pf_kwargs["sl_stop"] = abs(config.stop_loss_pct) + if config.max_hold_days is not None: + # vectorbt 没有内置 max-hold;用时间退出近似: + # 在 max_hold_days 后强制 exit + exits_idx = entries.copy() + for col in entries.columns: + entry_rows = np.where(entries[col].values)[0] + for i in entry_rows: + end_i = min(i + config.max_hold_days, len(entries) - 1) + if end_i > i: + exits_idx.iloc[end_i][col] = True + pf_kwargs["exits"] = (exits | exits_idx).astype(bool) + + pf = vbt.Portfolio.from_signals(**pf_kwargs) + except Exception as e: # noqa: BLE001 + logger.exception("vectorbt backtest failed") + return BacktestResult( + run_id=run_id, + config=_config_to_dict(config), + stats={"error": str(e)}, + equity_curve=[], + trades=[], + per_symbol_stats=[], + ) + + # 提取结果 + try: + stats_series = pf.stats(silence_warnings=True) + if isinstance(stats_series, pd.DataFrame): + # 多列时取 agg + stats_dict = stats_series.mean(numeric_only=True).to_dict() + else: + stats_dict = stats_series.to_dict() + except Exception: # noqa: BLE001 + stats_dict = {} + + # 净值曲线(组合平均) + equity = pf.value().mean(axis=1) if isinstance(pf.value(), pd.DataFrame) else pf.value() + equity_curve = [ + {"date": str(idx.date() if hasattr(idx, "date") else idx), "value": float(v)} + for idx, v in equity.items() if pd.notna(v) + ] + + # 交易记录 + try: + trades_df = pf.trades.records_readable + trades = trades_df.to_dict(orient="records") if not trades_df.empty else [] + # 字段名美化 + trades = [ + { + "symbol": t.get("Column", t.get("Symbol", "")), + "entry_date": str(t.get("Entry Timestamp", t.get("Entry Date", ""))), + "exit_date": str(t.get("Exit Timestamp", t.get("Exit Date", ""))), + "entry_price": float(t.get("Avg Entry Price", t.get("Avg. Entry Price", 0))), + "exit_price": float(t.get("Avg Exit Price", t.get("Avg. Exit Price", 0))), + "pnl_pct": float(t.get("Return", t.get("PnL %", 0))), + "duration": str(t.get("Duration", "")), + } + for t in trades + ] + except Exception: # noqa: BLE001 + trades = [] + + # 每标的统计 + per_symbol = [] + try: + total_ret = pf.total_return() + if isinstance(total_ret, pd.Series): + for sym, ret in total_ret.items(): + if pd.notna(ret): + per_symbol.append({"symbol": sym, "total_return": float(ret)}) + except Exception: # noqa: BLE001 + pass + + result = BacktestResult( + run_id=run_id, + config=_config_to_dict(config), + stats={k: _json_safe(v) for k, v in stats_dict.items()}, + equity_curve=equity_curve, + trades=trades, + per_symbol_stats=per_symbol, + ) + + # 落盘 + self._persist(result) + return result + + def _persist(self, result: BacktestResult) -> None: + out_dir = settings.data_dir / "backtest_results" + out_dir.mkdir(parents=True, exist_ok=True) + # 用 polars 写一份汇总 + summary = pl.DataFrame({ + "run_id": [result.run_id], + "stats_json": [str(result.stats)], + "n_trades": [len(result.trades)], + }) + summary.write_parquet(out_dir / f"run_id={result.run_id}.parquet") + + def get_result(self, run_id: str) -> BacktestResult | None: + # Phase 1:只保留近似落盘,完整结果保存在内存的近期 cache 中 + # 简化:重新 run 比缓存复杂结果代价小,暂不实现 get_result + return None + + +def _config_to_dict(c: BacktestConfig) -> dict: + return { + "symbols": c.symbols, + "start": str(c.start), + "end": str(c.end), + "entries": c.entries, + "exits": c.exits, + "stop_loss_pct": c.stop_loss_pct, + "max_hold_days": c.max_hold_days, + "fees_pct": c.fees_pct, + "slippage_bps": c.slippage_bps, + "matching": c.matching, + } + + +def _json_safe(v): + if isinstance(v, (int, float, str, bool)) or v is None: + return v + if isinstance(v, (np.floating, np.integer)): + return float(v) if not np.isnan(float(v)) else None + if hasattr(v, "isoformat"): + return v.isoformat() + return str(v) diff --git a/backend/app/services/ext_data.py b/backend/app/services/ext_data.py new file mode 100644 index 0000000..1ce4ad5 --- /dev/null +++ b/backend/app/services/ext_data.py @@ -0,0 +1,483 @@ +"""扩展数据服务 — 配置管理 + 文件解析 + Parquet 存储。""" +from __future__ import annotations + +import json +import logging +from datetime import date, datetime +from pathlib import Path +from typing import Literal + +import polars as pl + +logger = logging.getLogger(__name__) + +# --------------------------------------------------------------------------- +# 配置模型 +# --------------------------------------------------------------------------- + +class ExtField: + """扩展字段定义。""" + __slots__ = ("name", "dtype", "label") + + def __init__(self, name: str, dtype: str = "string", label: str = "") -> None: + self.name = name + self.dtype = dtype # string | int | float | bool + self.label = label or name + + def to_dict(self) -> dict: + return {"name": self.name, "dtype": self.dtype, "label": self.label} + + @classmethod + def from_dict(cls, d: dict) -> ExtField: + return cls(d["name"], d.get("dtype", "string"), d.get("label", "")) + + +class PullConfig: + """定时拉取配置。""" + __slots__ = ( + "url", "method", "headers", "body", "response_path", + "field_map", "schedule_minutes", "enabled", + "last_run", "last_status", "last_message", "last_rows", + ) + + def __init__( + self, + url: str = "", + method: str = "GET", + headers: dict[str, str] | None = None, + body: str | None = None, + response_path: str = "", + field_map: dict[str, str] | None = None, + schedule_minutes: int = 1440, + enabled: bool = False, + last_run: str | None = None, + last_status: str | None = None, + last_message: str | None = None, + last_rows: int | None = None, + ) -> None: + self.url = url + self.method = method # GET | POST + self.headers = headers or {} + self.body = body # JSON string (POST body template) + self.response_path = response_path # dot-path to rows array, e.g. "data.list" + self.field_map = field_map or {} # external_name → config_field_name + self.schedule_minutes = schedule_minutes + self.enabled = enabled + self.last_run = last_run + self.last_status = last_status # "success" | "error" + self.last_message = last_message + self.last_rows = last_rows + + def to_dict(self) -> dict: + return { + "url": self.url, + "method": self.method, + "headers": self.headers, + "body": self.body, + "response_path": self.response_path, + "field_map": self.field_map, + "schedule_minutes": self.schedule_minutes, + "enabled": self.enabled, + "last_run": self.last_run, + "last_status": self.last_status, + "last_message": self.last_message, + "last_rows": self.last_rows, + } + + @classmethod + def from_dict(cls, d: dict) -> PullConfig: + if not d: + return cls() + return cls( + url=d.get("url", ""), + method=d.get("method", "GET"), + headers=d.get("headers"), + body=d.get("body"), + response_path=d.get("response_path", ""), + field_map=d.get("field_map"), + schedule_minutes=d.get("schedule_minutes", 1440), + enabled=d.get("enabled", False), + last_run=d.get("last_run"), + last_status=d.get("last_status"), + last_message=d.get("last_message"), + last_rows=d.get("last_rows"), + ) + + +class ExtConfig: + """一个扩展数据源的完整配置。""" + __slots__ = ( + "id", "label", "mode", "fields", "description", + "symbol_map", "code_map", + "created_at", "updated_at", "pull", + ) + + def __init__( + self, + id: str, + label: str, + mode: Literal["snapshot", "timeseries"], + fields: list[ExtField], + description: str = "", + symbol_map: dict | None = None, + code_map: dict | None = None, + created_at: str | None = None, + updated_at: str | None = None, + pull: PullConfig | None = None, + ) -> None: + self.id = id + self.label = label + self.mode = mode + self.fields = fields + self.description = description + # 映射关系: {"type": "mapped", "col": "原始列名"} 或 {"type": "computed", "from": "symbol|code", "method": "strip_exchange|append_exchange"} + self.symbol_map = symbol_map or {} + self.code_map = code_map or {} + self.created_at = created_at or datetime.now().isoformat() + self.updated_at = updated_at or datetime.now().isoformat() + self.pull = pull + + def to_dict(self) -> dict: + d = { + "id": self.id, + "label": self.label, + "mode": self.mode, + "fields": [f.to_dict() for f in self.fields], + "description": self.description, + "symbol_map": self.symbol_map, + "code_map": self.code_map, + "created_at": self.created_at, + "updated_at": self.updated_at, + } + if self.pull: + d["pull"] = self.pull.to_dict() + return d + + @classmethod + def from_dict(cls, d: dict) -> ExtConfig: + return cls( + id=d["id"], + label=d["label"], + mode=d["mode"], + fields=[ExtField.from_dict(f) for f in d.get("fields", [])], + description=d.get("description", ""), + symbol_map=d.get("symbol_map"), + code_map=d.get("code_map"), + created_at=d.get("created_at"), + updated_at=d.get("updated_at"), + pull=PullConfig.from_dict(d["pull"]) if d.get("pull") else None, + ) + + +# --------------------------------------------------------------------------- +# 配置持久化 +# --------------------------------------------------------------------------- + +class ExtConfigStore: + """扩展数据配置文件读写 — 每个表独立目录 data/ext/{config_id}/config.json。""" + + def __init__(self, data_dir: Path) -> None: + self._base = data_dir / "ext_data" + + def _config_path(self, config_id: str) -> Path: + return self._base / config_id / "config.json" + + def load_all(self) -> list[ExtConfig]: + # 兼容旧版: 如果目录为空且旧配置文件存在则迁移 + if not self._base.exists() or not any(self._base.iterdir()): + old = self._base.parent / "ext_configs.json" + if not old.exists(): + old = self._base.parent / "ext_configs.json.bak" + if old.exists(): + self._migrate_legacy(old) + if not self._base.exists(): + return [] + configs = [] + for d in sorted(self._base.iterdir()): + cp = d / "config.json" + if d.is_dir() and cp.exists(): + try: + raw = json.loads(cp.read_text(encoding="utf-8")) + configs.append(ExtConfig.from_dict(raw)) + except Exception as e: + logger.warning("扩展表配置解析失败 %s: %s", cp, e) + return configs + + def get(self, config_id: str) -> ExtConfig | None: + cp = self._config_path(config_id) + if not cp.exists(): + return None + try: + raw = json.loads(cp.read_text(encoding="utf-8")) + return ExtConfig.from_dict(raw) + except Exception: + return None + + def upsert(self, config: ExtConfig) -> None: + config.updated_at = datetime.now().isoformat() + cp = self._config_path(config.id) + cp.parent.mkdir(parents=True, exist_ok=True) + cp.write_text( + json.dumps(config.to_dict(), ensure_ascii=False, indent=2), + encoding="utf-8", + ) + + def delete(self, config_id: str) -> bool: + import shutil + cp = self._config_path(config_id) + if not cp.exists(): + return False + shutil.rmtree(cp.parent, ignore_errors=True) + return True + + def _migrate_legacy(self, old_path: Path) -> None: + """一次性迁移旧版 ext_configs.json 到独立目录结构。""" + try: + raw = json.loads(old_path.read_text(encoding="utf-8")) + configs = [ExtConfig.from_dict(d) for d in raw] + for c in configs: + cp = self._config_path(c.id) + cp.parent.mkdir(parents=True, exist_ok=True) + cp.write_text( + json.dumps(c.to_dict(), ensure_ascii=False, indent=2), + encoding="utf-8", + ) + # 迁移完成后重命名旧文件作为备份 + backup = old_path.with_suffix(".json.bak") + old_path.rename(backup) + logger.info("ext_configs.json 已迁移至 ext/ (备份: %s)", backup.name) + except Exception as e: + logger.warning("ext_configs 迁移失败: %s", e) + + +# --------------------------------------------------------------------------- +# CSV / Excel 解析 → Parquet 写入 +# --------------------------------------------------------------------------- + +_POLARS_DTYPE_MAP = { + "string": pl.Utf8, + "int": pl.Int64, + "float": pl.Float64, + "bool": pl.Boolean, +} + + +def build_code_lookup(data_dir: Path) -> dict[str, str]: + """从 instruments 维表构建 code → symbol 映射。""" + path = data_dir / "instruments" / "instruments.parquet" + if not path.exists(): + return {} + try: + df = pl.read_parquet(path, columns=["code", "symbol"]) + return dict(zip(df["code"].to_list(), df["symbol"].to_list())) + except Exception: + return {} + + +def normalize_symbol(series: pl.Series, lookup: dict[str, str] | None = None) -> pl.Series: + """将 symbol 列标准化为 代码.交易所 格式。 + + 优先使用 instruments 维表查找 code → symbol，确保 100% 准确。 + 查不到时按规则兜底：6开头 → .SH，其余 → .SZ。 + """ + _lookup = lookup or {} + + def _fix_one(val: str) -> str: + if not val: + return val + val = val.strip() + # 已经是标准格式（含 .），直接返回 + if "." in val: + return val + # 纯6位数字代码 → 优先查维表 + if len(val) == 6 and val.isdigit(): + mapped = _lookup.get(val) + if mapped: + return mapped + # 兜底规则 + if val.startswith(("6",)): + return f"{val}.SH" + else: + return f"{val}.SZ" + return val + + return series.map_elements(_fix_one, return_dtype=pl.Utf8) + + +def parse_upload_file(file_path: Path, symbol_col: str = "symbol", data_dir: Path | None = None) -> pl.DataFrame: + """解析上传的 CSV / Excel 文件为 Polars DataFrame。""" + suffix = file_path.suffix.lower() + if suffix == ".csv": + df = pl.read_csv(file_path, infer_schema_length=10000) + elif suffix in (".xlsx", ".xls"): + df = pl.read_excel(file_path) + else: + raise ValueError(f"不支持的文件格式: {suffix}") + + if symbol_col not in df.columns: + # 尝试模糊匹配 + candidates = [c for c in df.columns if c.lower() in ("symbol", "code", "代码", "标的")] + if candidates: + df = df.rename({candidates[0]: symbol_col}) + else: + raise ValueError(f"未找到标的代码列 (symbol)，可选列: {df.columns}") + + # 确保 symbol 列为字符串并标准化 + lookup = build_code_lookup(data_dir) if data_dir else None + df = df.with_columns(normalize_symbol(df[symbol_col].cast(pl.Utf8), lookup)) + return df + + +def cast_df_to_schema(df: pl.DataFrame, fields: list[ExtField]) -> pl.DataFrame: + """按配置的字段类型转换 DataFrame 列类型。""" + for f in fields: + if f.name in df.columns: + target = _POLARS_DTYPE_MAP.get(f.dtype, pl.Utf8) + df = df.with_columns(pl.col(f.name).cast(target)) + return df + + +def _config_dir(config_id: str, data_dir: Path) -> Path: + """返回扩展配置的根目录 data/ext_data/{config_id}/。""" + return data_dir / "ext_data" / config_id + + +def write_ext_parquet( + df: pl.DataFrame, + config: ExtConfig, + data_dir: Path, + snapshot_date: date | None = None, +) -> int: + """将 DataFrame 写入扩展数据 Parquet。 + + 目录结构: + - snapshot: data/ext_data/{id}/part.parquet（与 config.json 同级，覆盖写） + - timeseries: data/ext_data/{id}/timeseries/date=xxx/part.parquet（按日分区） + + Returns: + 写入行数。 + """ + snap = snapshot_date or date.today() + cfg_dir = _config_dir(config.id, data_dir) + + # 标准化 symbol 列: 用维表查找 → 准确匹配交易所 + if "symbol" in df.columns: + lookup = build_code_lookup(data_dir) + df = df.with_columns(normalize_symbol(df["symbol"], lookup)) + + if config.mode == "snapshot": + # 快照: 与 config.json 同级，直接覆盖 + cfg_dir.mkdir(parents=True, exist_ok=True) + out_path = cfg_dir / "part.parquet" + + # 如果已有文件，合并去重后覆盖 + if out_path.exists(): + try: + existing = pl.read_parquet(out_path) + key = "symbol" if "symbol" in df.columns else df.columns[0] + df = pl.concat([existing, df]).unique(subset=[key], keep="last") + except Exception: + pass + else: + # 时序: timeseries/ 下按日期分区 + out_dir = cfg_dir / "timeseries" / f"date={snap}" + out_dir.mkdir(parents=True, exist_ok=True) + out_path = out_dir / "part.parquet" + + # 如果已有文件，合并去重 + if out_path.exists(): + try: + existing = pl.read_parquet(out_path) + key = "symbol" if "symbol" in df.columns else df.columns[0] + df = pl.concat([existing, df]).unique(subset=[key], keep="last") + except Exception: + pass + + df = cast_df_to_schema(df, config.fields) + df.write_parquet(out_path) + logger.info("扩展表写入: %s → %s (%d 行)", config.id, out_path, len(df)) + return len(df) + + +def delete_ext_parquet(config_id: str, data_dir: Path) -> None: + """删除扩展数据源关联的所有 Parquet 数据（保留 config.json）。 + + - snapshot: 删除 ext_data/{id}/part.parquet + - timeseries: 删除 ext_data/{id}/timeseries/ 目录 + """ + cfg_dir = _config_dir(config_id, data_dir) + # 删除快照文件 + snap = cfg_dir / "part.parquet" + if snap.exists(): + snap.unlink() + # 删除时序目录 + ts_dir = cfg_dir / "timeseries" + if ts_dir.exists(): + import shutil + shutil.rmtree(ts_dir, ignore_errors=True) + + +def fix_symbol_format(config: ExtConfig, data_dir: Path) -> int: + """扫描该扩展配置的所有 Parquet 文件，将 symbol 列标准化为 代码.交易所 格式。 + + - snapshot: 扫描 ext_data/{id}/part.parquet + - timeseries: 扫描 ext_data/{id}/timeseries/date=xxx/part.parquet + + Returns: + 修复的文件数。 + """ + cfg_dir = _config_dir(config.id, data_dir) + if not cfg_dir.exists(): + return 0 + + # 收集需要扫描的 parquet 文件列表 + parquet_files: list[Path] = [] + if config.mode == "snapshot": + p = cfg_dir / "part.parquet" + if p.exists(): + parquet_files.append(p) + else: + ts_dir = cfg_dir / "timeseries" + if ts_dir.exists(): + for part_dir in sorted(ts_dir.iterdir()): + if not part_dir.is_dir() or not part_dir.name.startswith("date="): + continue + p = part_dir / "part.parquet" + if p.exists(): + parquet_files.append(p) + + fixed = 0 + lookup = build_code_lookup(data_dir) + for parquet_path in parquet_files: + try: + df = pl.read_parquet(parquet_path) + if "symbol" not in df.columns: + continue + old = df["symbol"].to_list() + df = df.with_columns(normalize_symbol(df["symbol"], lookup)) + new = df["symbol"].to_list() + if old != new: + df.write_parquet(parquet_path) + fixed += 1 + logger.info("代码格式修复: %s/%s (%d 行)", config.id, parquet_path.parent.name, len(df)) + except Exception as e: + logger.warning("代码格式修复跳过 %s: %s", parquet_path, e) + + return fixed + + +def rows_to_parquet( + rows: list[dict], + config: ExtConfig, + data_dir: Path, + snapshot_date: date | None = None, +) -> int: + """将 JSON 行列表转为 DataFrame 写入 Parquet，复用 write_ext_parquet 的存储逻辑。 + + Returns: + 写入行数。 + """ + df = pl.DataFrame(rows) + if "symbol" in df.columns: + df = df.with_columns(pl.col("symbol").cast(pl.Utf8)) + return write_ext_parquet(df, config, data_dir, snapshot_date=snapshot_date) diff --git a/backend/app/services/ext_pull.py b/backend/app/services/ext_pull.py new file mode 100644 index 0000000..d15a638 --- /dev/null +++ b/backend/app/services/ext_pull.py @@ -0,0 +1,216 @@ +"""扩展数据定时拉取引擎 — 从外部 API 拉取数据写入 Parquet。""" +from __future__ import annotations + +import asyncio +import json +import logging +import threading +from datetime import date, datetime, timezone +from functools import reduce +from typing import Any + +import httpx + +from app.services.ext_data import ( + ExtConfig, + ExtConfigStore, + PullConfig, + rows_to_parquet, +) + +logger = logging.getLogger(__name__) + + +# --------------------------------------------------------------------------- +# 响应解析 +# --------------------------------------------------------------------------- + +def _extract_rows(data: Any, path: str) -> list[dict]: + """按 dot-path 从 JSON 响应中提取行数组。 + + 例: path="data.list" → response["data"]["list"] + 如果 path 为空，直接将 data 视为数组。 + """ + if not path: + if isinstance(data, list): + return data + raise ValueError("response_path 为空但响应不是数组") + + keys = path.split(".") + current = data + for key in keys: + if isinstance(current, dict): + if key not in current: + raise ValueError(f"响应中不存在路径 '{path}'，缺失键 '{key}'") + current = current[key] + elif isinstance(current, list): + try: + current = current[int(key)] + except (ValueError, IndexError) as e: + raise ValueError(f"响应路径 '{path}' 解析失败: {e}") from e + else: + raise ValueError(f"响应路径 '{path}' 中间值不是 dict/list: {type(current)}") + + if not isinstance(current, list): + raise ValueError(f"路径 '{path}' 指向的不是数组，而是 {type(current)}") + + return current + + +def _apply_field_map(rows: list[dict], field_map: dict[str, str]) -> list[dict]: + """将外部字段名映射为内部配置字段名。field_map: {外部名: 内部名}。""" + if not field_map: + return rows + mapped = [] + for row in rows: + new_row: dict = {} + for k, v in row.items(): + mapped_key = field_map.get(k, k) + new_row[mapped_key] = v + mapped.append(new_row) + return mapped + + +# --------------------------------------------------------------------------- +# 拉取执行 +# --------------------------------------------------------------------------- + +async def fetch_and_ingest( + config: ExtConfig, + data_dir, +) -> tuple[int, str]: + """执行一次拉取: 请求外部 API → 解析响应 → 写入 Parquet。 + + Returns: + (rows_written, date_str) + """ + pull = config.pull + if not pull or not pull.url: + raise ValueError("拉取未配置或 URL 为空") + + async with httpx.AsyncClient(timeout=30) as client: + headers = pull.headers or {} + kwargs: dict[str, Any] = {"headers": headers} + + if pull.method.upper() == "POST" and pull.body: + kwargs["content"] = pull.body + if "content-type" not in {k.lower() for k in headers}: + kwargs["headers"]["Content-Type"] = "application/json" + + resp = await client.request(pull.method.upper(), pull.url, **kwargs) + resp.raise_for_status() + + # 解析 JSON + try: + data = resp.json() + except Exception as e: + raise ValueError(f"响应不是有效 JSON: {e}") from e + + # 提取行 + rows = _extract_rows(data, pull.response_path) + if not rows: + raise ValueError("提取到的行数为 0") + + # 字段映射 + rows = _apply_field_map(rows, pull.field_map) + + # 校验 symbol 列 + if rows and "symbol" not in rows[0]: + raise ValueError("数据行中缺少 symbol 字段，请配置 field_map 映射") + + # 写入 + snap = date.today() + n = rows_to_parquet(rows, config, data_dir, snapshot_date=snap) + return n, snap.isoformat() + + +# --------------------------------------------------------------------------- +# 调度器 +# --------------------------------------------------------------------------- + +class PullScheduler: + """后台调度器：为每个启用了 pull 的 ExtConfig 维护定时任务。""" + + def __init__(self) -> None: + self._tasks: dict[str, asyncio.Task] = {} + self._running = False + self._lock = threading.Lock() + + def start(self, data_dir) -> None: + """启动调度（在 lifespan startup 调用）。""" + self._running = True + self._data_dir = data_dir + logger.info("PullScheduler started") + + def stop(self) -> None: + """停止所有任务。""" + self._running = False + for task in self._tasks.values(): + task.cancel() + self._tasks.clear() + logger.info("PullScheduler stopped") + + def refresh(self, data_dir) -> None: + """重新加载配置，更新调度任务（增/删/改）。""" + self._data_dir = data_dir + store = ExtConfigStore(data_dir) + configs = store.load_all() + + active_ids: set[str] = set() + + for config in configs: + if not config.pull or not config.pull.enabled or not config.pull.url: + continue + active_ids.add(config.id) + if config.id not in self._tasks: + # 新增调度 + task = asyncio.create_task(self._run_loop(config)) + self._tasks[config.id] = task + logger.info("PullScheduler: scheduled %s (every %d min)", config.id, config.pull.schedule_minutes) + + # 移除不再活跃的 + for cid in list(self._tasks): + if cid not in active_ids: + self._tasks[cid].cancel() + del self._tasks[cid] + logger.info("PullScheduler: removed %s", cid) + + async def _run_loop(self, config: ExtConfig) -> None: + """单个配置的定时拉取循环。""" + try: + while self._running: + pull = config.pull + if not pull: + break + interval = max(pull.schedule_minutes * 60, 60) # 至少 60s + await asyncio.sleep(interval) + if not self._running: + break + try: + # 重新加载最新配置（用户可能中途修改） + store = ExtConfigStore(self._data_dir) + fresh = store.get(config.id) + if not fresh or not fresh.pull or not fresh.pull.enabled: + break + n, d = await fetch_and_ingest(fresh, self._data_dir) + fresh.pull.last_run = datetime.now(timezone.utc).isoformat() + fresh.pull.last_status = "success" + fresh.pull.last_message = f"{n} rows @ {d}" + fresh.pull.last_rows = n + store.upsert(fresh) + logger.info("PullScheduler: %s success, %d rows", config.id, n) + except Exception as e: + store = ExtConfigStore(self._data_dir) + fresh = store.get(config.id) + if fresh and fresh.pull: + fresh.pull.last_run = datetime.now(timezone.utc).isoformat() + fresh.pull.last_status = "error" + fresh.pull.last_message = str(e)[:200] + store.upsert(fresh) + logger.warning("PullScheduler: %s error: %s", config.id, e) + except asyncio.CancelledError: + pass + + +# 全局单例 +pull_scheduler = PullScheduler() diff --git a/backend/app/services/extend_history.py b/backend/app/services/extend_history.py new file mode 100644 index 0000000..1339a52 --- /dev/null +++ b/backend/app/services/extend_history.py @@ -0,0 +1,224 @@ +"""向前扩展历史数据 — 完全独立于 daily_pipeline 的盘后管道。 + +用户从日 K 卡片手动触发,指定往前补的时长 (x 天/月/年)。 +流程: + 1. 获取当前最早日期 + 2. 向前拉日 K batch (start = 最早日期 - offset, end = 最早日期) + 3. 向前拉除权因子 (同范围) + 4. 全量重算 enriched + 5. 刷新视图 + 缓存 + +⚠️ 本模块不导入 daily_pipeline 的任何函数,只复用基础设施: + - kline_sync.sync_and_persist_daily_batch / sync_adj_factor + - indicators.pipeline.run_pipeline + - pipeline_jobs.JobStore + - tickflow.repository.KlineRepository +""" +from __future__ import annotations + +import logging +from collections.abc import Callable +from datetime import date, datetime, timedelta + +from app.services import kline_sync +from app.services.pipeline_jobs import job_store +from app.tickflow.capabilities import Cap, CapabilitySet +from app.tickflow.repository import KlineRepository + +logger = logging.getLogger(__name__) + + +def _noop(stage: str, pct: int, msg: str, **kwargs) -> None: # noqa: ARG001 + pass + + +def _invalidate(table: str | None = None) -> None: + from app.api.data import invalidate_data_cache + invalidate_data_cache(table) + + +def _resolve_universe(capset: CapabilitySet) -> list[str]: + """解析标的池 — 与 daily_pipeline 独立的副本。""" + if capset.has(Cap.KLINE_DAILY_BATCH): + try: + from app.tickflow.pools import get_pool + all_a = get_pool("CN_Equity_A", refresh=True) + if all_a: + return sorted(all_a) + except Exception as e: + logger.warning("CN_Equity_A pool unavailable: %s", e) + + from app.tickflow.pools import DEMO_SYMBOLS, get_pool as _get_pool + from app.config import settings + from pathlib import Path + import polars as pl + base: set[str] = set(DEMO_SYMBOLS) + base.update(_get_pool("watchlist")) + d = Path(settings.data_dir) + inst_path = d / "instruments" / "instruments.parquet" + if inst_path.exists(): + try: + inst = pl.read_parquet(inst_path, columns=["symbol"]) + base.update(inst["symbol"].to_list()) + except Exception as e: + logger.warning("instruments supplement failed: %s", e) + return sorted(base) + + +def _refresh_single_view(repo: KlineRepository, name: str) -> None: + """刷新单个 DuckDB 视图。""" + d = repo.store.data_dir.as_posix() + paths = { + "kline_daily": f"{d}/kline_daily/**/*.parquet", + "kline_enriched": f"{d}/kline_daily_enriched/**/*.parquet", + "kline_minute": f"{d}/kline_minute/**/*.parquet", + "adj_factor": f"{d}/adj_factor/**/*.parquet", + "instruments": f"{d}/instruments/**/*.parquet", + } + path = paths.get(name) + if not path: + return + try: + repo.db.execute( + f"CREATE OR REPLACE VIEW {name} AS " + f"SELECT * FROM read_parquet('{path}', union_by_name=true)" + ) + except Exception as e: + logger.warning("refresh view %s failed: %s", name, e) + + +def compute_offset(value: int, unit: str) -> timedelta: + """将用户输入的 value + unit 转成 timedelta。""" + if unit == "day": + return timedelta(days=value) + elif unit == "month": + return timedelta(days=value * 30) + elif unit == "year": + return timedelta(days=value * 365) + else: + raise ValueError(f"不支持的单位: {unit}") + + +def run_extend_history( + repo: KlineRepository, + capset: CapabilitySet, + value: int, + unit: str, + on_progress: Callable | None = None, +) -> dict: + """向前扩展历史数据的主函数。 + + 完全独立于 daily_pipeline.run_now(),不调用其任何逻辑。 + 返回结果 dict 供 job_store 记录。 + """ + emit = on_progress or _noop + + # 0. 计算时间偏移 + offset = compute_offset(value, unit) + today = date.today() + + # 1. 获取当前最早日期 + emit("extend_history", 2, "检查当前数据范围…") + earliest = repo.earliest_daily_date() + + if not earliest: + return {"error": "本地无日K数据,请先执行一次完整同步"} + + new_start = earliest - offset + # 不能超过今天 + if new_start >= earliest: + return {"error": "扩展范围无效,请增大时间跨度"} + + # 2. 解析标的池 + emit("extend_history", 5, "解析标的池…") + universe = _resolve_universe(capset) + if not universe: + return {"error": "标的池为空"} + emit("extend_history", 8, f"标的池: {len(universe)} 只") + + start_str = new_start.strftime("%Y-%m-%d") + end_str = earliest.strftime("%Y-%m-%d") + + # 3. 拉日 K + emit("extend_history", 10, f"获取日K [{start_str} ~ {end_str}]…") + logger.info("extend_history: daily K [%s ~ %s], %d symbols", start_str, end_str, len(universe)) + + def _daily_chunk(cur: int, tot: int) -> None: + emit("extend_history", 10 + int(35 * cur / tot), + f"日K 批次 {cur}/{tot}", stage_pct=int(100 * cur / tot), skip_log=True) + + written_daily = kline_sync.sync_and_persist_daily_batch( + universe, repo, capset, + start_date=datetime.combine(new_start, datetime.min.time()), + end_date=datetime.combine(earliest, datetime.min.time()), + on_chunk_done=_daily_chunk, + ) + emit("extend_history", 45, f"日K 完成,写入 {written_daily} 行") + logger.info("extend_history: daily K done, %d rows", written_daily) + _refresh_single_view(repo, "kline_daily") + _invalidate("daily") + + # 4. 拉除权因子 (新范围) + written_adj = 0 + adj_start = datetime.combine(new_start, datetime.min.time()) + adj_end = datetime.combine(today, datetime.min.time()) + adj_start_str = new_start.strftime("%Y-%m-%d") + adj_end_str = today.strftime("%Y-%m-%d") + + if capset.has(Cap.ADJ_FACTOR): + emit("extend_history", 48, f"获取除权因子 [{adj_start_str} ~ {adj_end_str}]…") + logger.info("extend_history: adj_factor [%s ~ %s]", adj_start_str, adj_end_str) + + def _adj_chunk(cur: int, tot: int) -> None: + emit("extend_history", 48 + int(10 * cur / tot), + f"除权因子批次 {cur}/{tot}", stage_pct=int(100 * cur / tot), skip_log=True) + + written_adj, _affected = kline_sync.sync_adj_factor( + universe, repo, capset, + start_time=adj_start, end_time=adj_end, + on_chunk_done=_adj_chunk, + ) + emit("extend_history", 60, f"除权因子完成,{written_adj} 行") + logger.info("extend_history: adj_factor done, %d rows", written_adj) + _refresh_single_view(repo, "adj_factor") + _invalidate("adj_factor") + else: + emit("extend_history", 60, "除权因子跳过(无权限)") + logger.info("extend_history: adj_factor skipped, no ADJ_FACTOR capability") + + # 5. 全量重算 enriched + emit("extend_history", 65, "全量计算 enriched…") + logger.info("extend_history: full enriched rebuild start") + + from app.indicators.pipeline import run_pipeline + written_enriched = run_pipeline() + + enriched_dir = repo.store.data_dir / "kline_daily_enriched" + enriched_days = len(list(enriched_dir.glob("date=*"))) if enriched_dir.exists() else 0 + emit("extend_history", 92, f"enriched 完成,覆盖 {enriched_days} 天") + logger.info("extend_history: enriched done, %d days", enriched_days) + _refresh_single_view(repo, "kline_enriched") + _invalidate("enriched") + + # 6. 刷新视图 + emit("extend_history", 95, "刷新视图…") + _refresh_single_view(repo, "kline_daily") + _refresh_single_view(repo, "kline_enriched") + _refresh_single_view(repo, "adj_factor") + _invalidate(None) + + # 7. 统计结果 + daily_dir = repo.store.data_dir / "kline_daily" + daily_days = len(list(daily_dir.glob("date=*"))) if daily_dir.exists() else 0 + + emit("extend_history", 100, f"完成,已扩展至 {new_start}") + + return { + "earliest_before": earliest.isoformat(), + "earliest_after": new_start.isoformat(), + "daily_rows": written_daily, + "daily_days": daily_days, + "adj_factor_rows": written_adj, + "enriched_days": enriched_days, + "universe_size": len(universe), + } diff --git a/backend/app/services/financial_sync.py b/backend/app/services/financial_sync.py new file mode 100644 index 0000000..da19ed1 --- /dev/null +++ b/backend/app/services/financial_sync.py @@ -0,0 +1,273 @@ +"""财务数据独立同步服务。 + +解耦于 K-line 管道, 自有调度 + 自有存储。 +能力门控: Cap.FINANCIAL (Expert 套餐) +""" +from __future__ import annotations + +import asyncio +import logging +import threading +from datetime import date, datetime, timezone +from pathlib import Path +from typing import Any + +import polars as pl + +from app.tickflow.capabilities import Cap, CapabilitySet + +logger = logging.getLogger(__name__) + +# 每个 API 请求最多 100 个标的 +_BATCH_SIZE = 100 + +# 4 张财务表 +FINANCIAL_TABLES = ("metrics", "income", "balance_sheet", "cash_flow") + + +# ================================================================ +# 同步函数 +# ================================================================ + +def _get_symbols(data_dir: Path) -> list[str]: + """从 instruments 表获取标的列表。""" + inst_path = data_dir / "instruments" / "instruments.parquet" + if not inst_path.exists(): + return [] + try: + df = pl.read_parquet(inst_path, columns=["symbol"]) + return df["symbol"].to_list() + except Exception as e: + logger.warning("读取 instruments 失败: %s", e) + return [] + + +def _sync_table( + table: str, + symbols: list[str], + data_dir: Path, + capset: CapabilitySet, + latest_only: bool = True, +) -> int: + """同步单张财务表。返回写入的行数。""" + if not capset.has(Cap.FINANCIAL): + logger.info("sync_%s skipped: no FINANCIAL capability", table) + return 0 + if not symbols: + logger.warning("sync_%s skipped: no symbols", table) + return 0 + + from app.tickflow.client import get_client + tf = get_client() + + # 分批拉取 + api_method = { + "metrics": tf.financials.metrics, + "income": tf.financials.income, + "balance_sheet": tf.financials.balance_sheet, + "cash_flow": tf.financials.cash_flow, + }[table] + + all_records: list[dict] = [] + total_batches = (len(symbols) + _BATCH_SIZE - 1) // _BATCH_SIZE + + for i in range(0, len(symbols), _BATCH_SIZE): + chunk = symbols[i : i + _BATCH_SIZE] + batch_num = i // _BATCH_SIZE + 1 + try: + data = api_method(chunk, latest=latest_only) + # data 格式: { "600519.SH": [record, ...], ... } + if isinstance(data, dict): + for sym, records in data.items(): + if isinstance(records, list): + for rec in records: + if isinstance(rec, dict): + rec["symbol"] = sym + all_records.append(rec) + logger.debug("sync_%s batch %d/%d: %d records", table, batch_num, total_batches, len(data) if isinstance(data, dict) else 0) + except Exception as e: + logger.warning("sync_%s batch %d/%d failed: %s", table, batch_num, total_batches, e) + + if not all_records: + return 0 + + df = pl.DataFrame(all_records) + if df.is_empty(): + return 0 + + # 确保 symbol 列存在 + if "symbol" not in df.columns: + return 0 + + # 写入 Parquet (全量覆盖) + out_dir = data_dir / "financials" / table + out_dir.mkdir(parents=True, exist_ok=True) + out_file = out_dir / "part.parquet" + df.write_parquet(out_file) + + logger.info("sync_%s done: %d records written", table, len(df)) + return len(df) + + +def sync_metrics(data_dir: Path, capset: CapabilitySet) -> int: + """同步核心财务指标 (metrics)。""" + symbols = _get_symbols(data_dir) + return _sync_table("metrics", symbols, data_dir, capset, latest_only=True) + + +def sync_income(data_dir: Path, capset: CapabilitySet) -> int: + """同步利润表。""" + symbols = _get_symbols(data_dir) + return _sync_table("income", symbols, data_dir, capset, latest_only=True) + + +def sync_balance_sheet(data_dir: Path, capset: CapabilitySet) -> int: + """同步资产负债表。""" + symbols = _get_symbols(data_dir) + return _sync_table("balance_sheet", symbols, data_dir, capset, latest_only=True) + + +def sync_cash_flow(data_dir: Path, capset: CapabilitySet) -> int: + """同步现金流量表。""" + symbols = _get_symbols(data_dir) + return _sync_table("cash_flow", symbols, data_dir, capset, latest_only=True) + + +def sync_all(data_dir: Path, capset: CapabilitySet) -> dict[str, int]: + """同步所有财务表。返回 {table: rows}。""" + if not capset.has(Cap.FINANCIAL): + logger.info("sync_all financials skipped: no FINANCIAL capability") + return {} + + symbols = _get_symbols(data_dir) + results: dict[str, int] = {} + for table in FINANCIAL_TABLES: + results[table] = _sync_table(table, symbols, data_dir, capset, latest_only=True) + + # 同步完成后注册 DuckDB 视图 + _refresh_financials_views(data_dir) + + return results + + +# ================================================================ +# DuckDB 视图 +# ================================================================ + +def _refresh_financials_views(data_dir: Path) -> None: + """刷新财务表 DuckDB 视图 (在 DataStore.db 上注册)。""" + d = data_dir.as_posix() + views = { + "financials_metrics": f"{d}/financials/metrics/*.parquet", + "financials_income": f"{d}/financials/income/*.parquet", + "financials_balance_sheet": f"{d}/financials/balance_sheet/*.parquet", + "financials_cash_flow": f"{d}/financials/cash_flow/*.parquet", + } + for name, path in views.items(): + out = data_dir / "financials" / name.replace("financials_", "") / "part.parquet" + if not out.exists(): + continue + # 视图注册需要由 DataStore 完成,这里只做日志 + logger.debug("financial parquet ready: %s (%d rows)", name, out.stat().st_size) + + +def get_financial_df(data_dir: Path, table: str) -> pl.DataFrame: + """读取本地财务 Parquet。""" + path = data_dir / "financials" / table / "part.parquet" + if not path.exists(): + return pl.DataFrame() + try: + return pl.read_parquet(path) + except Exception as e: + logger.warning("读取 financials/%s 失败: %s", table, e) + return pl.DataFrame() + + +# ================================================================ +# 调度器 +# ================================================================ + +class FinancialScheduler: + """独立调度器: 每周同步 metrics, 每季度同步三张报表。""" + + def __init__(self) -> None: + self._task: asyncio.Task | None = None + self._running = False + self._data_dir: Path | None = None + self._capset: CapabilitySet | None = None + self._lock = threading.Lock() + self._last_sync: dict[str, str] = {} # {table: iso_timestamp} + + def start(self, data_dir: Path, capset: CapabilitySet) -> None: + if not capset.has(Cap.FINANCIAL): + logger.info("FinancialScheduler skipped: no FINANCIAL capability") + return + self._data_dir = data_dir + self._capset = capset + self._running = True + self._task = asyncio.create_task(self._run_loop()) + logger.info("FinancialScheduler started") + + def stop(self) -> None: + self._running = False + if self._task: + self._task.cancel() + self._task = None + logger.info("FinancialScheduler stopped") + + async def _run_loop(self) -> None: + """每周执行一次 metrics 同步。""" + try: + while self._running: + # 首次启动等 60s, 之后每 7 天执行一次 + await asyncio.sleep(60) + if not self._running: + break + + # 每周: 只同步 metrics + try: + rows = sync_metrics(self._data_dir, self._capset) + self._last_sync["metrics"] = datetime.now(timezone.utc).isoformat() + logger.info("FinancialScheduler: metrics synced, %d rows", rows) + except Exception as e: + logger.warning("FinancialScheduler: metrics sync failed: %s", e) + + # 等待下一次 (7天) + for _ in range(7 * 24 * 60): # 每分钟检查一次 _running + if not self._running: + break + await asyncio.sleep(60) + + except asyncio.CancelledError: + pass + + def run_now(self, table: str | None = None) -> dict[str, int]: + """手动触发同步。table=None 同步全部。""" + if not self._capset or not self._capset.has(Cap.FINANCIAL): + return {} + if table: + fn = { + "metrics": sync_metrics, + "income": sync_income, + "balance_sheet": sync_balance_sheet, + "cash_flow": sync_cash_flow, + }.get(table) + if not fn: + return {} + rows = fn(self._data_dir, self._capset) + self._last_sync[table] = datetime.now(timezone.utc).isoformat() + return {table: rows} + else: + result = sync_all(self._data_dir, self._capset) + now = datetime.now(timezone.utc).isoformat() + for t in result: + self._last_sync[t] = now + return result + + @property + def last_sync(self) -> dict[str, str]: + return dict(self._last_sync) + + +# 全局单例 +financial_scheduler = FinancialScheduler() diff --git a/backend/app/services/index_sync.py b/backend/app/services/index_sync.py new file mode 100644 index 0000000..b7ee11a --- /dev/null +++ b/backend/app/services/index_sync.py @@ -0,0 +1,146 @@ +"""指数数据同步服务。""" +from __future__ import annotations + +import logging +import gc +from datetime import datetime, timedelta + +import polars as pl + +from app.indicators.pipeline import compute_enriched +from app.services import kline_sync, preferences +from app.tickflow.capabilities import Cap, CapabilitySet +from app.tickflow.client import get_client +from app.tickflow.repository import KlineRepository + +logger = logging.getLogger(__name__) + + +def _quotes_to_index_instruments(resp) -> pl.DataFrame: + """将 TickFlow quotes 响应规范为指数 instruments。""" + if resp is None: + return pl.DataFrame() + + if isinstance(resp, pl.DataFrame): + df = resp + elif hasattr(resp, "columns"): + df = pl.from_pandas(resp.reset_index() if hasattr(resp, "reset_index") else resp) + else: + rows: list[dict] = [] + for q in resp or []: + item = q if isinstance(q, dict) else {} + ext = item.get("ext") or {} + symbol = item.get("symbol") + if not symbol: + continue + rows.append({ + "symbol": str(symbol), + "name": ext.get("name") or item.get("name") or str(symbol), + }) + df = pl.DataFrame(rows) + + if df.is_empty() or "symbol" not in df.columns: + return pl.DataFrame() + + rename = {"ts_code": "symbol"} + df = df.rename({k: v for k, v in rename.items() if k in df.columns}) + + if "name" not in df.columns: + if "ext" in df.columns: + df = df.with_columns(pl.col("symbol").cast(pl.Utf8).alias("name")) + else: + df = df.with_columns(pl.col("symbol").cast(pl.Utf8).alias("name")) + + result = df.select([ + pl.col("symbol").cast(pl.Utf8), + pl.col("name").cast(pl.Utf8), + ]).with_columns([ + pl.col("symbol").str.split(".").list.first().alias("code"), + pl.lit("index").alias("asset_type"), + ]) + return result.unique(subset=["symbol"], keep="last").sort("symbol") + + +def sync_index_instruments(repo: KlineRepository) -> int: + """同步 CN_Index 指数标的维表，返回指数数量。""" + tf = get_client() + resp = None + errors: list[str] = [] + for kwargs in ( + {"universes": ["CN_Index"]}, + {"universes": ["CN_Index"], "as_dataframe": False}, + ): + try: + resp = tf.quotes.get_by_universes(**kwargs) + if resp is not None and len(resp) > 0: + break + except Exception as e: # noqa: BLE001 + errors.append(str(e)) + resp = None + + if resp is None or len(resp) == 0: + logger.warning("CN_Index universe returned empty: %s", "; ".join(errors)) + return 0 + + instruments = _quotes_to_index_instruments(resp) + if instruments.is_empty(): + return 0 + repo.save_index_instruments(instruments) + repo.refresh_index_views() + return instruments.height + + +def sync_and_persist_index_daily( + repo: KlineRepository, + capset: CapabilitySet, + count: int | None = None, + start_date: datetime | None = None, + end_date: datetime | None = None, +) -> int: + """同步指数日K到独立 parquet，并计算指数 enriched。""" + if not capset.has(Cap.KLINE_DAILY_BATCH): + return 0 + + instruments = repo.get_index_instruments() + if instruments.is_empty(): + sync_index_instruments(repo) + instruments = repo.get_index_instruments() + if instruments.is_empty() or "symbol" not in instruments.columns: + return 0 + + symbols = sorted(set(instruments["symbol"].to_list())) + lim = capset.limits(Cap.KLINE_DAILY_BATCH) + batch_size = preferences.get_index_daily_batch_size() + if lim and lim.batch: + batch_size = min(batch_size, lim.batch) + rpm = lim.rpm if lim else None + + end_time = end_date or datetime.now() + start_time = start_date or (end_time - timedelta(days=365)) + + total_rows = 0 + interval = (60.0 / rpm) if rpm else 0 + chunks = [symbols[i:i + batch_size] for i in range(0, len(symbols), batch_size)] + for i, chunk in enumerate(chunks): + if i > 0 and interval > 0 and len(chunks) > rpm: + import time + time.sleep(interval) + raw = kline_sync.sync_daily_batch( + chunk, + count=count, + batch_size=None, + start_time=start_time, + end_time=end_time, + ) + if raw.is_empty(): + continue + + repo.append_index_daily(raw) + enriched = compute_enriched(raw, factors=None, instruments=None) + repo.append_index_enriched(enriched) + total_rows += raw.height + logger.info("index daily synced: %d/%d chunks, +%d rows", i + 1, len(chunks), raw.height) + del raw, enriched + gc.collect() + repo.refresh_index_views() + return total_rows diff --git a/backend/app/services/instrument_sync.py b/backend/app/services/instrument_sync.py new file mode 100644 index 0000000..2abae49 --- /dev/null +++ b/backend/app/services/instrument_sync.py @@ -0,0 +1,122 @@ +"""标的维表同步服务。 + +盘前 9:10 调用 tf.exchanges.get_instruments("SH"/"SZ"/"BJ", type="stock") +获取全量标的元数据，flatten ext 字段，写入 instruments.parquet。 + +Starter+ 盘后可用 quotes.get(universes) 顺便补充 name。 +""" +from __future__ import annotations + +import logging +from datetime import date +from pathlib import Path + +import polars as pl + +from app.tickflow.client import get_client + +logger = logging.getLogger(__name__) + +_EXCHANGES = ["SH", "SZ", "BJ"] + + +def _flatten_instruments(items: list[dict]) -> list[dict]: + """把 SDK 返回的 Instrument 列表 flatten 成扁平行。""" + rows = [] + for item in items: + row = { + "symbol": item.get("symbol"), + "name": item.get("name"), + "code": item.get("code"), + "exchange": item.get("exchange"), + "region": item.get("region"), + "type": item.get("type"), + } + ext = item.get("ext") or {} + row["listing_date"] = ext.get("listing_date") + row["total_shares"] = ext.get("total_shares") + row["float_shares"] = ext.get("float_shares") + row["tick_size"] = ext.get("tick_size") + row["limit_up"] = ext.get("limit_up") + row["limit_down"] = ext.get("limit_down") + rows.append(row) + return rows + + +def sync_instruments(data_dir: Path) -> int: + """全量同步标的维表 → data/instruments/instruments.parquet。 + + 返回写入的行数。 + """ + tf = get_client() + all_rows: list[dict] = [] + + for ex in _EXCHANGES: + try: + items = tf.exchanges.get_instruments(ex, instrument_type="stock") + if items: + all_rows.extend(_flatten_instruments(items)) + logger.info("instruments %s: %d stocks", ex, len(items)) + except Exception as e: + logger.warning("get_instruments(%s) failed: %s", ex, e) + + if not all_rows: + return 0 + + df = pl.DataFrame(all_rows) + df = df.with_columns(pl.lit(date.today()).alias("as_of")) + + out = data_dir / "instruments" / "instruments.parquet" + out.parent.mkdir(parents=True, exist_ok=True) + df.write_parquet(out) + + logger.info("instruments synced: %d rows → %s", df.height, out) + return df.height + + +def enrich_names_from_quotes( + data_dir: Path, + quotes_data: list[dict], +) -> int: + """从 quotes 响应中提取 name，更新 instruments 维表（兜底补充）。 + + 盘后 quotes.get(universes) 返回的数据中包含 ext.name， + 用来补充 instruments 中可能缺失的 name。 + """ + if not quotes_data: + return 0 + + # 构建 symbol → name 映射 + name_map: dict[str, str] = {} + for q in quotes_data: + symbol = q.get("symbol", "") + ext = q.get("ext") or {} + name = ext.get("name") or q.get("name", "") + if symbol and name: + name_map[symbol] = name + + if not name_map: + return 0 + + inst_path = data_dir / "instruments" / "instruments.parquet" + if not inst_path.exists(): + return 0 + + df = pl.read_parquet(inst_path) + + # 只更新空 name 的行 + updates = pl.DataFrame({ + "symbol": list(name_map.keys()), + "_new_name": list(name_map.values()), + }) + df = df.join(updates, on="symbol", how="left") + df = df.with_columns( + pl.when(pl.col("name").is_null() | (pl.col("name") == "")) + .then(pl.col("_new_name")) + .otherwise(pl.col("name")) + .alias("name"), + ).drop("_new_name") + + df.write_parquet(inst_path) + logger.info("instruments name enriched from quotes: %d names", len(name_map)) + return len(name_map) diff --git a/backend/app/services/kline_sync.py b/backend/app/services/kline_sync.py new file mode 100644 index 0000000..e1ac71d --- /dev/null +++ b/backend/app/services/kline_sync.py @@ -0,0 +1,617 @@ +"""日 K 同步服务(§7.7 Step 1)。 + +调度器在 capability 允许下,把符号集合的日 K 批量同步到本地 Parquet。 +策略: + - 日 K 仅使用 `kline.daily.batch` + - 除权因子仅使用 `adj_factor` +""" +from __future__ import annotations + +import logging +import time +from collections.abc import Callable +from datetime import datetime, timedelta + +import polars as pl + +from app.indicators.pipeline import filter_halt_days +from app.tickflow.capabilities import Cap, CapabilitySet +from app.tickflow.client import get_client +from app.tickflow.repository import KlineRepository + +logger = logging.getLogger(__name__) + + +# 标准列(无论 SDK 返回什么形状,我们把它规范成这套) +CANONICAL_DAILY_COLS = [ + "symbol", "date", "open", "high", "low", "close", "volume", "amount", +] + + +def _normalize_daily(df_in, default_symbol: str | None = None) -> pl.DataFrame: + """把 SDK 返回的 pandas/任意 DataFrame 规范成 canonical 列。""" + if df_in is None or len(df_in) == 0: + return pl.DataFrame() + + if not isinstance(df_in, pl.DataFrame): + df = pl.from_pandas(df_in.reset_index() if hasattr(df_in, "reset_index") else df_in) + else: + df = df_in + + # 兼容字段名差异 + rename_map = { + "ts_code": "symbol", + "trade_date": "date", + "vol": "volume", + "amt": "amount", + "datetime": "date", + } + df = df.rename({k: v for k, v in rename_map.items() if k in df.columns}) + + if "symbol" not in df.columns and default_symbol is not None: + df = df.with_columns(pl.lit(default_symbol).alias("symbol")) + + # 类型规范 + if "date" in df.columns and df.schema["date"] != pl.Date: + df = df.with_columns(pl.col("date").cast(pl.Date, strict=False)) + + for col in ("open", "high", "low", "close"): + if col in df.columns: + df = df.with_columns(pl.col(col).cast(pl.Float64, strict=False)) + for col in ("volume", "amount"): + if col in df.columns: + df = df.with_columns(pl.col(col).cast(pl.Float64, strict=False)) + + # 过滤停牌日 (open/high 为 0; close 可能被填充为前收盘价, 不能用全零判断) + df = filter_halt_days(df) + + # 只保留 canonical 列 + keep = [c for c in CANONICAL_DAILY_COLS if c in df.columns] + return df.select(keep) + + +def sync_daily_batch(symbols: list[str], + count: int | None = None, + batch_size: int | None = None, + rpm: int | None = None, + start_time: datetime | None = None, + end_time: datetime | None = None, + on_chunk_done: Callable[[int, int], None] | None = None) -> pl.DataFrame: + """批量拉取多股日 K。 + + 优先使用 start_time / end_time 区间 + count=10000,确保覆盖完整时间段。 + 仅传 count 时按条数回溯。 + """ + tf = get_client() + out: list[pl.DataFrame] = [] + interval = (60.0 / rpm) if rpm else 0 + + if batch_size is None: + chunks = [symbols] + else: + chunks = [symbols[i:i + batch_size] for i in range(0, len(symbols), batch_size)] + + for i, chunk in enumerate(chunks): + if i > 0 and interval > 0 and len(chunks) > rpm: + time.sleep(interval) + try: + if start_time and end_time: + raw = tf.klines.batch( + chunk, period="1d", adjust="none", + start_time=_datetime_to_ms(start_time), + end_time=_datetime_to_ms(end_time), + count=10000, + as_dataframe=True, show_progress=False, + ) + else: + raw = tf.klines.batch(chunk, period="1d", count=count or 250, adjust="none", + as_dataframe=True, show_progress=False) + except Exception as e: # noqa: BLE001 + logger.warning("batch fetch failed for %d symbols: %s", len(chunk), e) + continue + + # 兼容两种形态:dict[sym → df] 和扁平 df + if isinstance(raw, dict): + for sym, sub in raw.items(): + if sub is None or len(sub) == 0: + continue + out.append(_normalize_daily(sub, default_symbol=sym)) + elif raw is not None and len(raw) > 0: + out.append(_normalize_daily(raw)) + + if on_chunk_done: + on_chunk_done(i + 1, len(chunks)) + + if not out: + return pl.DataFrame() + return pl.concat(out, how="diagonal_relaxed") + + +def sync_and_persist_daily_batch( + symbols: list[str], + repo: KlineRepository, + capset: CapabilitySet, + count: int | None = None, + start_date: datetime | None = None, + end_date: datetime | None = None, + on_chunk_done: Callable[[int, int], None] | None = None, +) -> int: + """批量同步日 K 并落到 Parquet。返回写入的行数。 + + start_date/end_date: 外部传入的时间范围(由 pipeline 根据已有数据计算)。 + 未传入时默认拉最近 1 年。 + """ + if not symbols or not capset.has(Cap.KLINE_DAILY_BATCH): + return 0 + + lim = capset.limits(Cap.KLINE_DAILY_BATCH) + batch_size = lim.batch if lim and lim.batch else 100 + rpm = lim.rpm if lim else None + + end_time = end_date or datetime.now() + start_time = start_date or (end_time - timedelta(days=365)) + + df = sync_daily_batch( + symbols, count=count, batch_size=batch_size, rpm=rpm, + start_time=start_time, end_time=end_time, + on_chunk_done=on_chunk_done, + ) + + if df.is_empty(): + return 0 + + repo.append_daily(df) + + try: + d = repo.store.data_dir.as_posix() + repo.db.execute( + f"""CREATE OR REPLACE VIEW kline_daily AS + SELECT * FROM read_parquet('{d}/kline_daily/**/*.parquet', union_by_name=true)""" + ) + except Exception as e: # noqa: BLE001 + logger.warning("refresh view failed: %s", e) + + return df.height + + +def sync_daily_by_quotes(repo: KlineRepository) -> int: + """用实时行情接口拉全市场当日数据,覆写 kline_daily 今天分区。 + + 一个请求覆盖 ~5500 只股票,比 batch K-line 快几个数量级。 + 返回写入的行数。 + """ + from datetime import date as _date + + from app.tickflow.client import get_client + + tf = get_client() + try: + resp = tf.quotes.get_by_universes(universes=["CN_Equity_A"]) + except Exception as e: + logger.warning("get_by_universes failed: %s", e) + return 0 + + if not resp: + logger.warning("get_by_universes returned empty") + return 0 + + records = [] + for q in resp: + ext = q.get("ext") or {} + records.append({ + "symbol": q.get("symbol"), + "open": q.get("open"), + "high": q.get("high"), + "low": q.get("low"), + "close": q.get("last_price"), + "volume": q.get("volume"), + "amount": q.get("amount"), + }) + + df = pl.DataFrame(records) + if df.is_empty(): + return 0 + + today = _date.today() + daily_df = df.with_columns(pl.lit(today).cast(pl.Date).alias("date")) + + # 过滤停牌 (open/high 为 0; close 可能被填充为前收盘价, 不能用全零判断) + daily_df = filter_halt_days(daily_df) + + repo.flush_live_daily(daily_df) + logger.info("sync_daily_by_quotes: %d symbols flushed for %s", daily_df.height, today) + return daily_df.height + + +def sync_adj_factor(symbols: list[str], repo: KlineRepository, + capset: CapabilitySet, + start_time: datetime | None = None, + end_time: datetime | None = None, + on_chunk_done: Callable[[int, int], None] | None = None) -> tuple[int, list[str]]: + """同步除权因子(Starter+)。SDK 接口:`tf.klines.ex_factors(symbols=...)`。 + + 支持增量: 传 start_time/end_time 只拉取该时间范围内的新除权事件。 + 返回 (写入行数, 受影响的 symbol 列表) — 供 enriched 局部重算使用。 + """ + if not capset.has(Cap.ADJ_FACTOR) or not symbols: + return 0, [] + + tf = get_client() + lim = capset.limits(Cap.ADJ_FACTOR) + batch_size = lim.batch if lim and lim.batch else 50 + rpm = lim.rpm if lim else 30 + interval = 60.0 / rpm if rpm else 0 + + # 构建 SDK 参数 + sdk_kwargs: dict = {"as_dataframe": True, "batch_size": batch_size, "show_progress": False} + if start_time: + sdk_kwargs["start_time"] = _datetime_to_ms(start_time) + if end_time: + sdk_kwargs["end_time"] = _datetime_to_ms(end_time) + + chunks = [symbols[i:i + batch_size] for i in range(0, len(symbols), batch_size)] + all_dfs: list[pl.DataFrame] = [] + + for i, chunk in enumerate(chunks): + if i > 0 and interval > 0 and len(chunks) > rpm: + time.sleep(interval) + try: + raw = tf.klines.ex_factors(chunk, **sdk_kwargs) + if raw is not None and len(raw) > 0: + all_dfs.append(pl.from_pandas( + raw.reset_index() if hasattr(raw, "reset_index") else raw + )) + logger.debug("adj_factor chunk %d/%d: %d symbols", i + 1, len(chunks), len(chunk)) + except Exception as e: # noqa: BLE001 + logger.warning("adj_factor chunk %d failed: %s", i + 1, e) + + if on_chunk_done: + on_chunk_done(i + 1, len(chunks)) + + if not all_dfs: + return 0, [] + + new_data = pl.concat(all_dfs, how="diagonal_relaxed") if len(all_dfs) > 1 else all_dfs[0] + + # 提取受影响的 symbol 列表(合并前) + affected = new_data["symbol"].unique().to_list() + + out = repo.store.data_dir / "adj_factor" / "all.parquet" + out.parent.mkdir(parents=True, exist_ok=True) + + if out.exists(): + existing = pl.read_parquet(out) + before = existing.height + merged = pl.concat([existing, new_data]).unique( + subset=["symbol", "trade_date"], keep="last", + ).sort(["symbol", "trade_date"]) + merged.write_parquet(out) + added = merged.height - before + logger.info("adj_factor merged: %d total (+%d new), %d/%d symbols", + merged.height, added, new_data.height, len(symbols)) + return added, affected + else: + new_data.sort(["symbol", "trade_date"]).write_parquet(out) + logger.info("adj_factor synced: %d rows (%d symbols)", new_data.height, len(symbols)) + return new_data.height, affected + + +# ===== 分钟 K 同步 ===== + +CANONICAL_MINUTE_COLS = [ + "symbol", "datetime", "open", "high", "low", "close", "volume", "amount", +] + + +def _normalize_minute(df_in, default_symbol: str | None = None) -> pl.DataFrame: + """把 SDK 返回的分钟 K 数据规范成 canonical 列。""" + if df_in is None or len(df_in) == 0: + return pl.DataFrame() + + if not isinstance(df_in, pl.DataFrame): + df = pl.from_pandas(df_in.reset_index() if hasattr(df_in, "reset_index") else df_in) + else: + df = df_in + + rename_map = { + "ts_code": "symbol", + "vol": "volume", + "amt": "amount", + } + df = df.rename({k: v for k, v in rename_map.items() if k in df.columns}) + + # datetime 列:优先用 timestamp(毫秒精度),其次 trade_time + if "timestamp" in df.columns: + df = df.with_columns( + pl.from_epoch("timestamp", time_unit="ms").alias("datetime"), + ).drop("timestamp") + for drop_col in ("trade_time", "trade_date"): + if drop_col in df.columns: + df = df.drop(drop_col) + elif "trade_time" in df.columns: + df = df.rename({"trade_time": "datetime"}) + if "trade_date" in df.columns: + df = df.drop("trade_date") + elif "trade_date" in df.columns: + df = df.rename({"trade_date": "datetime"}) + + if "symbol" not in df.columns and default_symbol is not None: + df = df.with_columns(pl.lit(default_symbol).alias("symbol")) + + # 类型规范:统一转 Datetime('us') + if "datetime" in df.columns: + dt_type = df.schema["datetime"] + if not isinstance(dt_type, pl.Datetime) or dt_type.time_unit != "us": + df = df.with_columns(pl.col("datetime").cast(pl.Datetime("us"), strict=False)) + + for col in ("open", "high", "low", "close"): + if col in df.columns: + df = df.with_columns(pl.col(col).cast(pl.Float64, strict=False)) + for col in ("volume", "amount"): + if col in df.columns: + df = df.with_columns(pl.col(col).cast(pl.Float64, strict=False)) + + keep = [c for c in CANONICAL_MINUTE_COLS if c in df.columns] + return df.select(keep) + + +def _datetime_to_ms(dt: datetime) -> int: + """datetime → 毫秒时间戳 (供 SDK start_time / end_time 使用)。""" + return int(dt.timestamp() * 1000) + + +def sync_minute_batch( + symbols: list[str], + start_time: datetime | None = None, + end_time: datetime | None = None, + count: int | None = None, + batch_size: int | None = None, + rpm: int | None = None, + on_chunk_done: Callable[[int, int], None] | None = None, +) -> pl.DataFrame: + """批量拉取多股分钟 K。 + + 优先使用 start_time / end_time 区间, 确保所有标的覆盖同一时间段。 + count 仅作为 fallback 保留。 + on_chunk_done(current, total) 每个 chunk 完成后回调。 + """ + tf = get_client() + out: list[pl.DataFrame] = [] + interval = (60.0 / rpm) if rpm else 0 + + if batch_size is None: + chunks = [symbols] + else: + chunks = [symbols[i:i + batch_size] for i in range(0, len(symbols), batch_size)] + + for i, chunk in enumerate(chunks): + if i > 0 and interval > 0 and len(chunks) > rpm: + time.sleep(interval) + try: + if start_time and end_time: + raw = tf.klines.batch( + chunk, period="1m", + start_time=_datetime_to_ms(start_time), + end_time=_datetime_to_ms(end_time), + count=10000, + as_dataframe=True, show_progress=False, + ) + else: + raw = tf.klines.batch(chunk, period="1m", count=count or 1200, + as_dataframe=True, show_progress=False) + except Exception as e: # noqa: BLE001 + logger.warning("minute batch fetch failed for %d symbols: %s", len(chunk), e) + continue + + if isinstance(raw, dict): + for sym, sub in raw.items(): + if sub is None or len(sub) == 0: + continue + out.append(_normalize_minute(sub, default_symbol=sym)) + elif raw is not None and len(raw) > 0: + out.append(_normalize_minute(raw)) + + if on_chunk_done: + on_chunk_done(i + 1, len(chunks)) + + if not out: + return pl.DataFrame() + return pl.concat(out, how="diagonal_relaxed") + + +def fetch_minute_single(symbol: str, trade_date: date) -> pl.DataFrame: + """从 TickFlow 实时拉取单股单日分钟 K（不写入本地）。""" + from datetime import datetime + start_time = datetime(trade_date.year, trade_date.month, trade_date.day, 9, 25, 0) + end_time = datetime(trade_date.year, trade_date.month, trade_date.day, 15, 5, 0) + tf = get_client() + try: + raw = tf.klines.batch( + [symbol], period="1m", + start_time=_datetime_to_ms(start_time), + end_time=_datetime_to_ms(end_time), + count=10000, + as_dataframe=True, show_progress=False, + ) + except Exception as e: + logger.warning("fetch_minute_single(%s, %s) failed: %s", symbol, trade_date, e) + return pl.DataFrame() + + if isinstance(raw, dict): + sub = raw.get(symbol) + return _normalize_minute(sub) if sub is not None and len(sub) > 0 else pl.DataFrame() + if raw is not None and len(raw) > 0: + return _normalize_minute(raw) + return pl.DataFrame() + + +def _latest_minute_datetime(repo: KlineRepository) -> datetime | None: + """本地分钟 K 数据的最新时间。""" + try: + res = repo.execute_one("SELECT max(datetime) FROM kline_minute") + if res and res[0]: + d = res[0] + if isinstance(d, datetime): + return d + return datetime.fromisoformat(str(d)) + except Exception: # noqa: BLE001 + pass + return None + + +def _cleanup_null_datetime_minute(repo: KlineRepository) -> None: + """检测并清除 datetime 全为 null 的旧版分钟 K 数据(迁移用)。""" + minute_dir = repo.store.data_dir / "kline_minute" + if not minute_dir.exists(): + return + try: + row = repo.execute_one( + "SELECT count(*) AS total, count(datetime) AS non_null FROM kline_minute" + ) + if row and row[0] > 0 and (row[1] is None or row[1] == 0): + # 全部 datetime 为 null — 清除所有分钟 K parquet + n = 0 + for f in minute_dir.rglob("*.parquet"): + f.unlink() + n += 1 + logger.info("cleaned %d corrupted minute-K parquet files (null datetime)", n) + except Exception as e: # noqa: BLE001 + logger.debug("minute cleanup check failed: %s", e) + + +def _migrate_symbol_to_date_partition(repo: KlineRepository) -> None: + """将旧版 symbol= 分区迁移为 date= 分区。迁移完成后删除旧目录。""" + minute_dir = repo.store.data_dir / "kline_minute" + if not minute_dir.exists(): + return + + old_dirs = [d for d in minute_dir.iterdir() if d.is_dir() and d.name.startswith("symbol=")] + if not old_dirs: + return + + logger.info("migrating %d symbol-partitioned minute-K dirs to date partition…", len(old_dirs)) + + all_frames: list[pl.DataFrame] = [] + for sym_dir in old_dirs: + for pq in sym_dir.glob("*.parquet"): + try: + df = pl.read_parquet(pq) + if "datetime" in df.columns: + df = df.filter(pl.col("datetime").is_not_null()) + if not df.is_empty(): + all_frames.append(df) + except Exception: # noqa: BLE001 + pass + + if not all_frames: + # 数据全部不可用，直接删旧目录 + for d in old_dirs: + d.mkdir(parents=True, exist_ok=True) + for f in d.rglob("*"): + if f.is_file(): + f.unlink() + d.rmdir() + return + + combined = pl.concat(all_frames, how="diagonal_relaxed") + combined = combined.unique(subset=["symbol", "datetime"], keep="last") + + # 按日期写新分区 + combined = combined.with_columns(pl.col("datetime").dt.date().alias("_trade_date")) + for day_df in combined.partition_by("_trade_date"): + trade_date = day_df["_trade_date"][0] + out = minute_dir / f"date={trade_date}" / "part.parquet" + out.parent.mkdir(parents=True, exist_ok=True) + day_df = day_df.drop("_trade_date").sort("symbol", "datetime") + day_df.write_parquet(out) + + # 删旧目录 + for d in old_dirs: + for f in d.rglob("*"): + if f.is_file(): + f.unlink() + # 移除空目录 + try: + d.rmdir() + except OSError: + pass + + logger.info("minute-K migration done: %d rows migrated", combined.height) + + +def sync_and_persist_minute( + symbols: list[str], + repo: KlineRepository, + capset: CapabilitySet, + days: int = 5, + on_chunk_done: Callable[[int, int], None] | None = None, +) -> int: + """同步分钟 K 并存到 Parquet(仅 raw,不前复权)。返回写入行数。 + + 使用 start_time / end_time 区间拉取, 确保所有标的覆盖同一时间段。 + on_chunk_done(current, total) 每个 chunk 完成后回调。 + """ + if not symbols or not capset.has(Cap.KLINE_MINUTE_BATCH): + return 0 + + # 迁移:旧版 _normalize_minute 未转换 timestamp→datetime,导致全部 datetime 为 null + # 检测到后直接清除(这些数据无法使用) + _cleanup_null_datetime_minute(repo) + + # 迁移:旧版按 symbol= 分区转为 date= 分区 + _migrate_symbol_to_date_partition(repo) + + now = datetime.now() + + # 计算时间区间: 首次拉取回溯 N 天, 增量从最后数据时间开始 + last_dt = _latest_minute_datetime(repo) + if last_dt: + start_time = last_dt + else: + start_time = now - timedelta(days=days) + end_time = now + + lim = capset.limits(Cap.KLINE_MINUTE_BATCH) + batch_size = lim.batch if lim and lim.batch else 100 + rpm = lim.rpm if lim else 30 + + df = sync_minute_batch(symbols, start_time=start_time, end_time=end_time, + batch_size=batch_size, rpm=rpm, + on_chunk_done=on_chunk_done) + if df.is_empty(): + return 0 + + # 按日期分区写: data/kline_minute/date={YYYY-MM-DD}/part.parquet + df = df.with_columns( + pl.col("datetime").dt.date().alias("_trade_date") + ) + written = 0 + for day_df in df.partition_by("_trade_date"): + trade_date = day_df["_trade_date"][0] + out = repo.store.data_dir / "kline_minute" / f"date={trade_date}" / "part.parquet" + out.parent.mkdir(parents=True, exist_ok=True) + if out.exists(): + existing = pl.read_parquet(out) + if "datetime" in existing.columns: + existing = existing.filter(pl.col("datetime").is_not_null()) + day_df = pl.concat([existing, day_df.drop("_trade_date")]).unique( + subset=["symbol", "datetime"], keep="last", + ) + else: + day_df = day_df.drop("_trade_date") + day_df = day_df.sort("symbol", "datetime") + day_df.write_parquet(out) + written += day_df.height + + # 刷新视图 + try: + d = repo.store.data_dir.as_posix() + repo.db.execute( + f"""CREATE OR REPLACE VIEW kline_minute AS + SELECT * FROM read_parquet('{d}/kline_minute/**/*.parquet', union_by_name=true)""" + ) + except Exception as e: # noqa: BLE001 + logger.warning("refresh kline_minute view failed: %s", e) + + logger.info("minute K synced: %d rows (%d symbols)", written, len(symbols)) + return written diff --git a/backend/app/services/pipeline_jobs.py b/backend/app/services/pipeline_jobs.py new file mode 100644 index 0000000..979eddb --- /dev/null +++ b/backend/app/services/pipeline_jobs.py @@ -0,0 +1,250 @@ +"""异步盘后管道任务注册表 — 每个 job 独立 JSON 文件。 + +设计: + - job_store/ 文件夹,每个 job 一个 {id}.json,最多保留 max_jobs 个文件 + - running/pending 状态的 job 仅存内存(高频读写) + - succeeded/failed 后写入独立文件并从内存释放 + - 列表查询 = 内存中的活跃 job + 磁盘文件扫描,按时间排序 + - 单个查询 = 内存优先,没有则读磁盘 + - 创建新 job 前检查文件数量,>= max_jobs 时删除最老的文件 +""" +from __future__ import annotations + +import json +import logging +import os +import threading +import uuid +from datetime import datetime +from pathlib import Path +from typing import Any, Literal + +logger = logging.getLogger(__name__) + +JobStatus = Literal["pending", "running", "succeeded", "failed"] + + +def _default_store_dir() -> Path: + from app.config import settings + return settings.data_dir / "job_store" + + +_STORE_DIR = _default_store_dir() + + +class JobStore: + def __init__(self, max_jobs: int = 50, store_dir: Path = _STORE_DIR) -> None: + self._max_jobs = max_jobs + self._store_dir = store_dir + self._active_jobs: dict[str, dict[str, Any]] = {} # running/pending + self._active_id: str | None = None + self._lock = threading.Lock() + self._store_dir.mkdir(parents=True, exist_ok=True) + + # ===== persistence ===== + + def _write_file(self, job: dict[str, Any]) -> None: + """将终态 job 写入独立 JSON 文件。""" + path = self._store_dir / f"{job['id']}.json" + try: + path.write_text( + json.dumps(job, ensure_ascii=False, indent=None), + encoding="utf-8", + ) + except Exception: + logger.warning("failed to write job file %s", path) + + def _read_file(self, job_id: str) -> dict[str, Any] | None: + """从磁盘读取单个 job 文件。""" + path = self._store_dir / f"{job_id}.json" + if not path.exists(): + return None + try: + return json.loads(path.read_text("utf-8")) + except Exception: + logger.warning("failed to read job file %s", path) + return None + + def _delete_oldest(self) -> None: + """删除最老的 job 文件,保持文件数量 < max_jobs。""" + try: + files = sorted(self._store_dir.glob("*.json"), key=lambda f: f.stat().st_mtime) + except Exception: + return + while len(files) >= self._max_jobs: + oldest = files.pop(0) + try: + oldest.unlink() + except Exception: + logger.warning("failed to delete old job file %s", oldest) + + def _job_files_sorted(self) -> list[dict[str, Any]]: + """扫描磁盘上所有 job 文件,按 started_at 从新到旧排序。""" + jobs: list[dict[str, Any]] = [] + for f in self._store_dir.glob("*.json"): + try: + jobs.append(json.loads(f.read_text("utf-8"))) + except Exception: + continue + jobs.sort(key=lambda j: j.get("started_at") or "", reverse=True) + return jobs + + # ===== lifecycle ===== + + def create(self) -> str: + with self._lock: + if self._active_id and self._active_jobs.get(self._active_id, {}).get("status") == "running": + return self._active_id + + job_id = uuid.uuid4().hex[:10] + self._active_jobs[job_id] = { + "id": job_id, + "status": "pending", + "stage": "init", + "progress": 0, + "stage_pct": 0, + "log": [], + "started_at": None, + "finished_at": None, + "duration_s": None, + "result": None, + "error": None, + } + self._active_id = job_id + return job_id + + def start(self, job_id: str) -> None: + with self._lock: + j = self._active_jobs.get(job_id) + if not j: + return + j["status"] = "running" + j["started_at"] = datetime.utcnow().isoformat(timespec="seconds") + "Z" + + def succeed(self, job_id: str, result: Any) -> None: + with self._lock: + j = self._active_jobs.pop(job_id, None) + if not j: + return + j["status"] = "succeeded" + j["finished_at"] = datetime.utcnow().isoformat(timespec="seconds") + "Z" + j["progress"] = 100 + j["result"] = result + j["duration_s"] = _duration_s(j) + if self._active_id == job_id: + self._active_id = None + self._delete_oldest() + self._write_file(j) + + def fail(self, job_id: str, error: str) -> None: + with self._lock: + j = self._active_jobs.pop(job_id, None) + if not j: + return + j["status"] = "failed" + j["finished_at"] = datetime.utcnow().isoformat(timespec="seconds") + "Z" + j["error"] = error + j["duration_s"] = _duration_s(j) + if self._active_id == job_id: + self._active_id = None + self._delete_oldest() + self._write_file(j) + + # ===== progress ===== + + def progress(self, job_id: str, stage: str, pct: int, msg: str, + stage_pct: int | None = None, skip_log: bool = False) -> None: + with self._lock: + j = self._active_jobs.get(job_id) + if not j: + return + j["stage"] = stage + j["progress"] = max(0, min(100, int(pct))) + if stage_pct is not None: + j["stage_pct"] = max(0, min(100, int(stage_pct))) + elif j["stage"] != stage: + j["stage_pct"] = 0 + entry = { + "ts": datetime.utcnow().isoformat(timespec="seconds") + "Z", + "stage": stage, + "msg": msg, + } + if skip_log: + entry["_skip"] = True + if skip_log and j["log"] and j["log"][-1].get("stage") == stage and j["log"][-1].get("_skip"): + j["log"][-1] = entry + else: + j["log"].append(entry) + if len(j["log"]) > 200: + j["log"] = j["log"][-200:] + + # ===== query ===== + + def get(self, job_id: str) -> dict[str, Any] | None: + # 内存中的活跃 job 优先 + j = self._active_jobs.get(job_id) + if j: + return j + # 否则从磁盘读 + return self._read_file(job_id) + + def list_recent(self, limit: int = 20) -> list[dict[str, Any]]: + # 合并: 内存中的活跃 job + 磁盘文件 + all_jobs: list[dict[str, Any]] = list(self._active_jobs.values()) + all_jobs.extend(self._job_files_sorted()) + # 按 started_at 从新到旧排序,去重(理论上不会有重复) + seen: set[str] = set() + result: list[dict[str, Any]] = [] + for j in sorted(all_jobs, key=lambda x: x.get("started_at") or "", reverse=True): + jid = j["id"] + if jid in seen: + continue + seen.add(jid) + result.append(_summary(j)) + if len(result) >= limit: + break + return result + + def active_id(self) -> str | None: + return self._active_id + + def clear(self) -> None: + """清空所有任务（内存 + 磁盘文件）。""" + with self._lock: + self._active_jobs.clear() + self._active_id = None + for f in self._store_dir.glob("*.json"): + try: + f.unlink() + except Exception: + pass + + +def _summary(j: dict[str, Any]) -> dict[str, Any]: + return { + "id": j["id"], + "status": j["status"], + "stage": j["stage"], + "progress": j["progress"], + "stage_pct": j.get("stage_pct", 0), + "started_at": j["started_at"], + "finished_at": j["finished_at"], + "duration_s": j["duration_s"], + "result": j["result"], + "error": j["error"], + } + + +def _duration_s(j: dict[str, Any]) -> float | None: + if not j.get("started_at") or not j.get("finished_at"): + return None + try: + s = datetime.fromisoformat(j["started_at"]) + e = datetime.fromisoformat(j["finished_at"]) + return round((e - s).total_seconds(), 2) + except Exception: # noqa: BLE001 + return None + + +# 进程内单例 +job_store = JobStore() diff --git a/backend/app/services/preferences.py b/backend/app/services/preferences.py new file mode 100644 index 0000000..29b1714 --- /dev/null +++ b/backend/app/services/preferences.py @@ -0,0 +1,250 @@ +"""用户偏好设置持久化。 + +存储位置: data/user_data/preferences.json +沿用 secrets_store 的 merge-write 模式,但不做 chmod 0600 (非敏感数据)。 +""" +from __future__ import annotations + +import json +import logging +from pathlib import Path + +logger = logging.getLogger(__name__) + + +def _path() -> Path: + from app.config import settings + p = settings.data_dir / "user_data" / "preferences.json" + p.parent.mkdir(parents=True, exist_ok=True) + return p + + +def load() -> dict: + p = _path() + if p.exists(): + try: + return json.loads(p.read_text(encoding="utf-8")) + except Exception as e: # noqa: BLE001 + logger.warning("preferences.json malformed: %s", e) + return {} + + +def save(updates: dict) -> dict: + """合并写入。返回新内容。""" + current = load() + current.update(updates) + _path().write_text( + json.dumps(current, indent=2, ensure_ascii=False), encoding="utf-8", + ) + return current + + +def get_realtime_quotes_enabled() -> bool: + return load().get("realtime_quotes_enabled", False) + + +def get_indices_nav_pinned() -> bool: + """侧栏指数报价卡片是否固定显示。默认 True（常驻）。 + 关闭后，卡片跟随实时行情开关（仅实时开时显示）。""" + return load().get("indices_nav_pinned", True) + + +def get_realtime_quote_interval() -> float: + return load().get("realtime_quote_interval", 10.0) + + +def set_realtime_quote_interval(interval: float) -> float: + """保存行情轮询间隔（不在此做 min/max 校验，由调用方按档位限制）。""" + current = load() + current["realtime_quote_interval"] = interval + _path().write_text( + json.dumps(current, indent=2, ensure_ascii=False), encoding="utf-8", + ) + return interval + + +def get_minute_sync_enabled() -> bool: + return load().get("minute_sync_enabled", False) + + +def get_minute_sync_days() -> int: + return max(1, min(30, load().get("minute_sync_days", 5))) + + +def get_pipeline_schedule() -> dict: + """返回盘后管道调度时间 {"hour": 15, "minute": 30}。""" + d = load().get("pipeline_schedule", {"hour": 15, "minute": 30}) + return {"hour": d.get("hour", 15), "minute": d.get("minute", 30)} + + +def set_pipeline_schedule(hour: int, minute: int) -> dict: + h = max(0, min(23, hour)) + m = max(0, min(59, minute)) + # 盘后不早于 15:00 + if h * 60 + m < 15 * 60: + h, m = 15, 0 + save({"pipeline_schedule": {"hour": h, "minute": m}}) + return {"hour": h, "minute": m} + + +def get_instruments_schedule() -> dict: + """返回盘前标的维表调度时间 {"hour": 9, "minute": 10}。""" + d = load().get("instruments_schedule", {"hour": 9, "minute": 10}) + return {"hour": d.get("hour", 9), "minute": d.get("minute", 10)} + + +def set_instruments_schedule(hour: int, minute: int) -> dict: + h = max(0, min(23, hour)) + m = max(0, min(59, minute)) + # 盘前不晚于 09:15 + if h * 60 + m > 9 * 60 + 15: + h, m = 9, 15 + save({"instruments_schedule": {"hour": h, "minute": m}}) + return {"hour": h, "minute": m} + + +def get_enriched_batch_size() -> int: + """返回 enriched 全量计算每批 symbol 数量。""" + return max(1, min(10000, load().get("enriched_batch_size", 1000))) + + +def set_enriched_batch_size(size: int) -> int: + """保存 enriched 全量计算批次大小。""" + size = max(10, min(6000, size)) + save({"enriched_batch_size": size}) + return size + + +def get_index_daily_batch_size() -> int: + """返回指数日 K 同步每批 symbol 数量。""" + return max(1, min(10000, load().get("index_daily_batch_size", 100))) + + +def set_index_daily_batch_size(size: int) -> int: + """保存指数日 K 同步批次大小。""" + size = max(1, min(10000, size)) + save({"index_daily_batch_size": size}) + return size + + +# ===== 实时监控 ===== + +# 页面 SSE 刷新配置: { "watchlist": true, "monitor": true, ... } +# 可刷新的页面列表及其默认值 +SSE_REFRESH_PAGES_DEFAULT = { + "watchlist": True, + "limit-ladder": False, +} + +SIDEBAR_INDEX_SYMBOLS_DEFAULT = ["000001.SH", "399001.SZ", "399006.SZ", "000680.SH"] + + +def get_sse_refresh_pages() -> dict[str, bool]: + """返回每个页面的 SSE 刷新开关。""" + stored = load().get("sse_refresh_pages", {}) + # 合并默认值 (新增页面自动出现) + result = dict(SSE_REFRESH_PAGES_DEFAULT) + result.update(stored) + return result + + +def set_sse_refresh_pages(pages: dict[str, bool]) -> dict[str, bool]: + """保存页面 SSE 刷新配置。""" + save({"sse_refresh_pages": pages}) + return get_sse_refresh_pages() + + +def get_sidebar_index_symbols() -> list[str]: + """返回左侧菜单显示的指数代码。""" + stored = load().get("sidebar_index_symbols", SIDEBAR_INDEX_SYMBOLS_DEFAULT) + allowed = set(SIDEBAR_INDEX_SYMBOLS_DEFAULT) + return [s for s in stored if s in allowed] + + +def get_strategy_monitor_enabled() -> bool: + """策略告警评估总开关。""" + return load().get("strategy_monitor_enabled", False) + + +def get_screener_auto_run() -> bool: + """选股页进入时是否自动运行所有策略 (获取命中数)。默认开。""" + return load().get("screener_auto_run", True) + + +def get_strategy_monitor_ids() -> list[str]: + """返回监控池中的策略 ID。""" + return load().get("strategy_monitor_ids", []) + + +def set_realtime_monitor_config(cfg: dict) -> dict: + """批量更新实时监控配置。""" + updates = {} + if "sse_refresh_pages" in cfg: + updates["sse_refresh_pages"] = cfg["sse_refresh_pages"] + if "strategy_monitor_enabled" in cfg: + updates["strategy_monitor_enabled"] = cfg["strategy_monitor_enabled"] + if "strategy_monitor_ids" in cfg: + updates["strategy_monitor_ids"] = cfg["strategy_monitor_ids"] + if "sidebar_index_symbols" in cfg: + allowed = set(SIDEBAR_INDEX_SYMBOLS_DEFAULT) + updates["sidebar_index_symbols"] = [s for s in cfg["sidebar_index_symbols"] if s in allowed] + if "screener_auto_run" in cfg: + updates["screener_auto_run"] = bool(cfg["screener_auto_run"]) + if updates: + save(updates) + return get_realtime_monitor_config() + + +def get_realtime_monitor_config() -> dict: + """返回完整的实时监控配置。""" + return { + "sse_refresh_pages": get_sse_refresh_pages(), + "strategy_monitor_enabled": get_strategy_monitor_enabled(), + "strategy_monitor_ids": get_strategy_monitor_ids(), + "sidebar_index_symbols": get_sidebar_index_symbols(), + "screener_auto_run": get_screener_auto_run(), + } + + +def get_nav_order() -> list[str]: + """返回左侧菜单的自定义排序（内置页面 path + 扩展分析菜单 id）。""" + return load().get("nav_order", []) + + +def set_nav_order(order: list[str]) -> list[str]: + """保存左侧菜单排序。""" + save({"nav_order": order}) + return get_nav_order() + + +def get_nav_hidden() -> list[str]: + """返回左侧菜单中隐藏的项 id 列表。""" + return load().get("nav_hidden", []) + + +def set_nav_hidden(hidden: list[str]) -> list[str]: + """保存左侧菜单隐藏项。""" + save({"nav_hidden": hidden}) + return get_nav_hidden() + + +def get_watchlist_columns() -> list[dict] | None: + """返回自选列表列配置。""" + return load().get("watchlist_columns") + + +def set_watchlist_columns(columns: list[dict]) -> list[dict]: + """保存自选列表列配置。""" + save({"watchlist_columns": columns}) + return columns + + +def get_screener_result_columns() -> list[dict] | None: + """返回策略结果列表列配置。""" + return load().get("screener_result_columns") + + +def set_screener_result_columns(columns: list[dict]) -> list[dict]: + """保存策略结果列表列配置。""" + save({"screener_result_columns": columns}) + return columns diff --git a/backend/app/services/quote_service.py b/backend/app/services/quote_service.py new file mode 100644 index 0000000..8d0e731 --- /dev/null +++ b/backend/app/services/quote_service.py @@ -0,0 +1,673 @@ +"""全局实时行情服务。 + +集中管理全市场行情拉取 + enriched 缓存，供盘中选股、自选股等所有模块复用。 + +架构: + - 后台线程轮询 TickFlow get_by_universes(["CN_Equity_A", "CN_Index"]) + - 拉取行情 → 写 kline_daily (不复权) + 增量计算 enriched → 写盘 + 更新缓存 + - _enriched_cache 是唯一的盘中数据源 (OHLCV + 全套技术指标) + - _live_agg_cache 是递推状态 (只加载一次, 盘中不变) + +数据流 (每轮 ~15s): + 1. API 拉取 → raw_records (临时变量) + 2. raw_records → 写 kline_daily (不复权原始价格) + 3. raw_records → 更新 _enriched_cache 的 OHLCV + 4. 增量计算 enriched 指标 (~50ms) + 5. 写 kline_daily_enriched + 替换 _enriched_cache + 6. 通知 SSE + +生命周期: + - 服务启动时读取 preferences，若 enabled 则自动启动线程 + - 运行中可通过 API 切换开关 + - 关闭时停止线程 +""" +from __future__ import annotations + +import logging +import threading +import time +from datetime import date, datetime, time as dt_time + +import polars as pl + +logger = logging.getLogger(__name__) + + +class QuoteService: + """全局实时行情服务 — 单例。""" + + CORE_INDEX_SYMBOLS = ("000001.SH", "399001.SZ", "399006.SZ", "000680.SH") + + # 档位 → 最小轮询间隔 (秒) + TIER_MIN_INTERVAL = { + "expert": 0.5, + "pro": 1.0, + "starter": 3.0, + } + DEFAULT_INTERVAL = 10.0 + MAX_INTERVAL = 60.0 + + def __init__(self) -> None: + self._lock = threading.Lock() + self._running = False + self._enabled = False # 全局开关 (持久化到 preferences) + self._interval = self.DEFAULT_INTERVAL + self._thread: threading.Thread | None = None + self._repo = None # 延迟注入, 避免循环导入 + self._update_event = threading.Event() # SSE 通知: 行情更新后 set + self._alert_event = threading.Event() # SSE 通知: 有告警时 set + self._pending_alerts: list[dict] = [] # 待推送的告警 + self._strategy_monitor = None # 延迟注入 + self._app_state = None # 延迟注入 (FastAPI app.state) + + # 拉取元信息 (给 SSE / status 用) + self._fetch_time: float = 0.0 # perf_counter (用于计算 quote_age_ms) + self._fetch_ms: float = 0.0 # 拉取耗时 (毫秒) + self._fetched_at: float = 0.0 # 拉取完成的 Unix 时间戳 (毫秒) + self._symbol_count: int = 0 + self._index_symbol_count: int = 0 + self._index_quotes_cache: pl.DataFrame | None = None + + # ================================================================ + # 生命周期 + # ================================================================ + + def start(self, interval: float = 0.0) -> None: + """启动后台行情轮询线程。""" + if self._running: + return + if interval <= 0: + from app.services import preferences + interval = preferences.get_realtime_quote_interval() + self._interval = self._clamp_interval(interval) + self._running = True + self._enabled = True + self._thread = threading.Thread(target=self._poll_loop, daemon=True) + self._thread.start() + self._save_enabled(True) + logger.info("行情服务已启动, 轮询间隔 %.1fs", self._interval) + + def stop(self) -> None: + """停止后台行情轮询线程。""" + self._running = False + self._enabled = False + if self._thread: + self._thread.join(timeout=10) + self._thread = None + self._save_enabled(False) + logger.info("行情服务已停止") + + def enable(self) -> None: + """开启自动行情 (不立即启动线程，等下一个交易时段)。""" + self._enabled = True + self._save_enabled(True) + if not self._running: + from app.services import preferences + self._interval = self._clamp_interval(preferences.get_realtime_quote_interval()) + self._running = True + self._thread = threading.Thread(target=self._poll_loop, daemon=True) + self._thread.start() + logger.info("行情服务已启用, 轮询间隔 %.1fs", self._interval) + + def disable(self) -> None: + """关闭自动行情。""" + self.stop() + logger.info("行情服务已关闭") + + def boot_check(self) -> None: + """启动时检查 preferences，若 enabled 则自动启动。""" + from app.services import preferences + if preferences.get_realtime_quotes_enabled(): + self.start() + + def set_repo(self, repo) -> None: + """注入 KlineRepository, 用于实时落盘。""" + self._repo = repo + + def set_app_state(self, app_state) -> None: + """注入 FastAPI app.state, 用于获取 strategy_monitor 等单例。""" + self._app_state = app_state + + def set_interval(self, interval: float) -> float: + """运行时更新轮询间隔（立即生效）。""" + clamped = self._clamp_interval(interval) + self._interval = clamped + from app.services import preferences + preferences.set_realtime_quote_interval(clamped) + logger.info("轮询间隔已更新为 %.1fs", clamped) + return clamped + + def get_min_interval(self) -> float: + """返回当前档位允许的最小间隔。""" + return self._tier_min_interval() + + def wait_for_update(self, timeout: float = 30.0) -> bool: + """阻塞等待下一次行情更新 (供 SSE 线程使用)。""" + self._update_event.clear() + return self._update_event.wait(timeout=timeout) + + def wait_for_alert(self, timeout: float = 30.0) -> bool: + """阻塞等待告警 (供 SSE 线程使用)。""" + self._alert_event.clear() + return self._alert_event.wait(timeout=timeout) + + def pop_alerts(self) -> list[dict]: + """取走所有待推送的告警 (线程安全)。""" + with self._lock: + alerts = self._pending_alerts + self._pending_alerts = [] + return alerts + + # ================================================================ + # 档位感知间隔限制 + # ================================================================ + + @staticmethod + def _current_tier() -> str: + """获取当前档位名（小写）。""" + from app.tickflow.policy import tier_label + return tier_label().split()[0].split("+")[0].strip().lower() + + @classmethod + def _tier_min_interval(cls) -> float: + tier = cls._current_tier() + return cls.TIER_MIN_INTERVAL.get(tier, cls.DEFAULT_INTERVAL) + + def _clamp_interval(self, interval: float) -> float: + return max(self._tier_min_interval(), min(self.MAX_INTERVAL, interval)) + + # ================================================================ + # 行情数据访问 + # ================================================================ + + def get_enriched_today(self) -> tuple[pl.DataFrame, date | None]: + """返回今天 enriched 数据 + 日期 (线程安全)。 + + 所有页面统一通过此方法获取实时行情 + 技术指标。 + """ + if not self._repo: + return pl.DataFrame(), None + return self._repo.get_enriched_latest() + + def get_quotes_compat(self) -> pl.DataFrame: + """兼容接口: 返回行情 DataFrame (用于盘中选股等需要 last_price/prev_close 的场景)。 + + 从 _enriched_cache 取 today 的数据, 只选行情基础列, 补上 last_price 别名。 + 不返回指标列, 避免 JOIN live_agg 时列名冲突。 + """ + df, _ = self.get_enriched_today() + if df.is_empty(): + return df + + # 只取盘中选股需要的行情基础列 + keep = [c for c in [ + "symbol", "close", "open", "high", "low", "volume", "amount", + "prev_close", "change_pct", "change_amount", "amplitude", "turnover_rate", + ] if c in df.columns] + df = df.select(keep) + + # enriched 的 close 等价于 last_price + if "close" in df.columns and "last_price" not in df.columns: + df = df.with_columns(pl.col("close").alias("last_price")) + return df + + def get_index_quotes(self, symbols: list[str] | None = None) -> pl.DataFrame: + """返回实时指数行情缓存。不会触发 TickFlow 请求。""" + with self._lock: + df = self._index_quotes_cache.clone() if self._index_quotes_cache is not None else pl.DataFrame() + if df.is_empty(): + return df + if symbols: + return df.filter(pl.col("symbol").is_in(symbols)) + return df + + def status(self) -> dict: + """返回行情服务状态。""" + age = (time.perf_counter() - self._fetch_time) * 1000 if self._fetch_time else -1 + return { + "enabled": self._enabled, + "running": self._running, + "interval_s": self._interval, + "symbol_count": self._symbol_count, + "index_symbol_count": self._index_symbol_count, + "quote_age_ms": round(age, 0) if age >= 0 else None, + "is_trading_hours": self._is_trading_hours(), + "last_fetch_ms": round(self._fetched_at, 0) if self._fetched_at else None, + } + + def refresh(self) -> dict: + """手动触发一次行情拉取。""" + self._fetch_quotes() + return self.status() + + # ================================================================ + # 后台轮询 + # ================================================================ + + def _poll_loop(self) -> None: + while self._running and self._enabled: + try: + if self._is_trading_hours(): + self._fetch_quotes() + else: + logger.debug("非交易时段, 跳过行情轮询") + except Exception as e: # noqa: BLE001 + logger.warning("行情轮询异常: %s", e) + + waited = 0.0 + while self._running and self._enabled and waited < self._interval: + time.sleep(0.5) + waited += 0.5 + + def _fetch_quotes(self) -> None: + """拉取全市场行情 → 写 daily + 计算 enriched + 更新缓存。""" + from app.tickflow.client import get_client + + tf = get_client() + t0 = time.perf_counter() + now_ts = time.perf_counter() + + try: + all_index_symbols = set(self._repo.get_index_symbol_set()) if self._repo else set() + all_index_symbols.update(self.CORE_INDEX_SYMBOLS) + resp = tf.quotes.get_by_universes(universes=["CN_Equity_A", "CN_Index"]) + except Exception as e: # noqa: BLE001 + logger.warning("行情拉取失败: %s", e) + return + + if not resp: + logger.warning("行情数据为空") + return + + # ---- 解析 API 响应 (临时变量, 用完丢弃) ---- + records = [] + for q in resp: + ext = q.get("ext") or {} + last_price = q.get("last_price") + prev_close = q.get("prev_close") + change_amount = ext.get("change_amount") + change_pct = ext.get("change_pct") + if change_amount is None and last_price is not None and prev_close is not None: + change_amount = float(last_price) - float(prev_close) + if change_pct is None and change_amount is not None and prev_close not in (None, 0): + change_pct = float(change_amount) / float(prev_close) * 100 + records.append({ + "symbol": q.get("symbol"), + "name": q.get("name") or ext.get("name"), + "last_price": last_price, + "prev_close": prev_close, + "open": q.get("open"), + "high": q.get("high"), + "low": q.get("low"), + "volume": q.get("volume"), + "amount": q.get("amount"), + "change_pct": change_pct, + "change_amount": change_amount, + "amplitude": ext.get("amplitude"), + "turnover_rate": ext.get("turnover_rate"), + "timestamp": q.get("timestamp"), + "session": q.get("session"), + }) + + index_records = [r for r in records if r.get("symbol") in all_index_symbols] + stock_records = [r for r in records if r.get("symbol") not in all_index_symbols] + + fetch_ms = (time.perf_counter() - t0) * 1000 + fetched_at = time.time() * 1000 + + # ---- 更新元信息 ---- + with self._lock: + self._fetch_time = now_ts + self._fetch_ms = fetch_ms + self._fetched_at = fetched_at + self._symbol_count = len(stock_records) + self._index_symbol_count = len(index_records) + self._index_quotes_cache = self._build_index_quotes(index_records) + + logger.info("行情刷新: %d 只股票, %d 只指数, 耗时 %.0fms", len(stock_records), len(index_records), fetch_ms) + + # ---- 写 kline_daily (不复权原始价格, 只有 OHLCV) ---- + daily_df = self._build_daily(stock_records) + if not daily_df.is_empty() and self._repo: + try: + self._repo.flush_live_daily(daily_df) + except Exception as e: # noqa: BLE001 + logger.warning("日K写盘失败: %s", e) + + # ---- 构建 API 直接值的补充表 (不写 daily, 只用于 enriched 计算) ---- + quote_extra = self._build_quote_extra(stock_records) + + # ---- 增量计算 enriched + 写盘 + 更新缓存 ---- + if not daily_df.is_empty() and self._repo: + self._flush_live_enriched(daily_df, quote_extra) + + # ---- 通知 SSE ---- + self._update_event.set() + + # ---- 策略监控 + 告警评估 ---- + self._evaluate_monitors(daily_df, quote_extra) + + # ================================================================ + # 工具 + # ================================================================ + + @staticmethod + def _build_daily(records: list[dict]) -> pl.DataFrame: + """将 API records 转为日K格式 DataFrame (只有 OHLCV, 写 kline_daily 用)。""" + if not records: + return pl.DataFrame() + df = pl.DataFrame(records) + cols_map = { + "symbol": "symbol", + "last_price": "close", + "open": "open", + "high": "high", + "low": "low", + "volume": "volume", + "amount": "amount", + } + select_exprs = [] + for src, dst in cols_map.items(): + if src in df.columns: + select_exprs.append(pl.col(src).alias(dst)) + if not select_exprs: + return pl.DataFrame() + result = df.select(select_exprs).with_columns( + pl.lit(date.today()).cast(pl.Date).alias("date"), + ) + # 修复: API 在非交易时段可能返回 open/high/low=0 或 null, + # 导致蜡烛从 0 开始。用 close 填充这些异常值。 + for col in ("open", "high", "low"): + if col in result.columns: + result = result.with_columns( + pl.when((pl.col(col) == 0) | pl.col(col).is_null()) + .then(pl.col("close")) + .otherwise(pl.col(col)) + .alias(col) + ) + return result + + @staticmethod + def _build_quote_extra(records: list[dict]) -> pl.DataFrame: + """构建 API 直接提供的补充字段 (不写 daily, 只传给 enriched 计算)。 + + 包含: prev_close, change_pct, change_amount, amplitude, turnover_rate。 + """ + if not records: + return pl.DataFrame() + df = pl.DataFrame(records) + keep = [c for c in [ + "symbol", "prev_close", "change_pct", "change_amount", + "amplitude", "turnover_rate", + ] if c in df.columns] + if not keep or "symbol" not in keep: + return pl.DataFrame() + return df.select(keep) + + @staticmethod + def _build_index_quotes(records: list[dict]) -> pl.DataFrame: + """构建指数实时行情缓存，不落股票 parquet。 + + 注意: API 返回的 change_pct/amplitude 是小数 (0.0366 = 3.66%), + 统一转成百分比输出, 与 _fallback_index_quotes_from_daily 口径一致 + (前端指数侧不×100, 直接 toFixed(2)% 展示)。 + """ + if not records: + return pl.DataFrame() + df = pl.DataFrame(records) + keep = [c for c in [ + "symbol", "name", "last_price", "prev_close", "open", "high", "low", + "volume", "amount", "change_pct", "change_amount", "amplitude", "timestamp", "session", + ] if c in df.columns] + if not keep or "symbol" not in keep: + return pl.DataFrame() + df = df.select(keep) + # change_pct / amplitude: 小数 → 百分比 (统一指数展示口径) + for col in ("change_pct", "amplitude"): + if col in df.columns: + df = df.with_columns((pl.col(col).cast(pl.Float64) * 100).alias(col)) + if "last_price" in df.columns and "close" not in df.columns: + df = df.with_columns(pl.col("last_price").alias("close")) + return df + + @staticmethod + def _is_trading_hours() -> bool: + now = datetime.now() + t = now.time() + morning = dt_time(9, 15) <= t <= dt_time(11, 35) + afternoon = dt_time(12, 55) <= t <= dt_time(15, 5) + return now.weekday() < 5 and (morning or afternoon) + + @staticmethod + def _save_enabled(enabled: bool) -> None: + from app.services import preferences + preferences.save({"realtime_quotes_enabled": enabled}) + + # ================================================================ + # 策略监控 + # ================================================================ + + def _evaluate_monitors(self, daily_df: pl.DataFrame, quote_extra: pl.DataFrame | None) -> None: + """行情更新后评估策略监控，并刷新策略结果缓存。""" + from app.services import preferences + + try: + # 获取 enriched 数据 (刚算好的) + enriched_today, enriched_date = self.get_enriched_today() + if enriched_today.is_empty(): + return + + all_alerts: list[dict] = [] + + # 1. 策略监控评估 + if preferences.get_strategy_monitor_enabled(): + monitor = getattr(self._app_state, "strategy_monitor", None) if self._app_state else None + if monitor and monitor.watching: + strategy_alerts = monitor.on_quote_update(enriched_today) + for a in strategy_alerts: + all_alerts.append({ + "source": "strategy", + "type": a.type, + "strategy_id": a.strategy_id, + "symbol": a.symbol, + "name": a.name, + "message": a.message, + "price": a.price, + "change_pct": a.change_pct, + "signals": a.signals, + }) + + # 2. 刷新策略结果缓存 (实时行情开启时，每轮行情更新后自动重算) + if self._enabled and self._app_state: + self._refresh_strategy_cache(enriched_today, enriched_date) + + # 推入待推送队列 + 通知 SSE + if all_alerts: + with self._lock: + self._pending_alerts.extend(all_alerts) + self._alert_event.set() + logger.info("策略监控评估完成: %d 条通知", len(all_alerts)) + + except Exception as e: # noqa: BLE001 + logger.warning("监控评估失败: %s", e) + + def _refresh_strategy_cache(self, enriched_today: pl.DataFrame, enriched_date: date | None) -> None: + """利用已计算好的 enriched 数据，运行策略池并写入缓存。""" + import math + from dataclasses import asdict + from app.services import strategy_cache + from app.services.screener import PRESET_STRATEGIES, ScreenerService + from app.strategy import config as strategy_config + + try: + if enriched_date is None: + return + as_of = enriched_date + data_dir = self._repo.store.data_dir + svc = ScreenerService(self._repo) + engine = getattr(self._app_state, "strategy_engine", None) + + # 确定要运行的策略: 策略监控池中的策略 + monitor_ids = self._get_monitor_pool_ids() + if not monitor_ids: + return + + # 一次加载所有 override + all_overrides = strategy_config.list_overrides(data_dir) + + # 历史策略: 只在需要时加载 + shared_history = None + history_strats = [] + if engine: + id_set = set(monitor_ids) + history_strats = [ + (sid, s) for sid, s in engine._strategies.items() + if s.filter_history_fn and sid in id_set + ] + if history_strats: + max_lb = max(s.lookback_days for _, s in history_strats) + shared_history = svc._load_enriched_history(as_of, max(1, max_lb)) + + results: dict[str, dict] = {} + for sid in monitor_ids: + try: + overrides = all_overrides.get(sid, {}) + bf = overrides.get("basic_filter") if overrides else None + dl = overrides.get("display_limit") if overrides else None + if dl is None and overrides and "display_limit" in overrides: + dl = 0 + + if sid in PRESET_STRATEGIES: + r = svc.run_preset(sid, as_of=as_of, precomputed=enriched_today, basic_filter=bf, display_limit=dl) + elif engine: + r = engine.run( + sid, as_of, overrides=overrides or None, + precomputed=enriched_today, precomputed_history=shared_history, + ) + if dl is not None and dl > 0: + r.rows = r.rows[:dl] + r.total = min(r.total, dl) + else: + continue + + # sanitize NaN/Inf + rows = [] + for row_dict in asdict(r).get("rows", []): + for k, v in list(row_dict.items()): + if isinstance(v, float) and not math.isfinite(v): + row_dict[k] = None + rows.append(row_dict) + results[sid] = {"total": r.total, "as_of": str(as_of), "rows": rows} + except Exception: # noqa: BLE001 + continue + + if results: + strategy_cache.write_cache(data_dir, str(as_of), results) + + except Exception as e: # noqa: BLE001 + logger.warning("策略缓存刷新失败: %s", e) + + def _get_monitor_pool_ids(self) -> list[str]: + """获取策略监控池中的策略 ID 列表。""" + from app.services import preferences + ids = preferences.get_strategy_monitor_ids() + if not ids: + return [] + return [sid for sid in ids if sid] + + @staticmethod + def _get_strategy_monitor(): + """获取 StrategyMonitorService — 不再使用, 改用 _app_state 注入。""" + return None + + # ================================================================ + # enriched 增量计算 + # ================================================================ + + def _flush_live_enriched(self, daily_df: pl.DataFrame, quote_extra: pl.DataFrame = None) -> None: + """增量计算今天的 enriched: 用昨天的递推状态 + 今天 OHLCV → 只算今天 5500 行。 + + quote_extra: API 直接提供的补充字段 (prev_close, change_pct 等), + 不写 daily, 直接传给 compute_enriched_today 避免重复计算。 + """ + try: + today = date.today() + t0 = time.perf_counter() + + # ---- 尝试增量路径 ---- + live_agg = self._repo.get_live_agg() + prev_enriched, prev_date = self._repo.get_enriched_latest() + + use_incremental = ( + not live_agg.is_empty() + and not prev_enriched.is_empty() + and prev_date is not None + ) + + if use_incremental: + from app.indicators.pipeline import compute_enriched_today + instruments = self._repo.get_instruments() + # 将 API 直接提供的补充字段 JOIN 到 daily_df + today_ohlcv = daily_df + if quote_extra is not None and not quote_extra.is_empty(): + today_ohlcv = daily_df.join(quote_extra, on="symbol", how="left") + enriched_today = compute_enriched_today( + live_agg=live_agg, + prev_enriched=prev_enriched, + today_ohlcv=today_ohlcv, + instruments=instruments, + ) + if enriched_today.is_empty(): + logger.warning("增量计算结果为空, 回退到全量计算") + use_incremental = False + + # ---- 全量回退路径 ---- + if not use_incremental: + from datetime import timedelta + from app.indicators.pipeline import compute_enriched + + logger.info("enriched 全量计算 (live_agg=%s, 上次日期=%s)", + "ok" if not live_agg.is_empty() else "空", prev_date) + + cutoff = today - timedelta(days=90) + daily_glob = str(self._repo.store.data_dir / "kline_daily" / "**" / "*.parquet") + ohlcv_cols = ["symbol", "date", "open", "high", "low", "close", "volume", "amount"] + hist_df = ( + pl.scan_parquet(daily_glob) + .filter(pl.col("date") >= cutoff) + .sort(["symbol", "date"]) + .collect() + ) + if hist_df.is_empty(): + return + + hist_cols = [c for c in ohlcv_cols if c in hist_df.columns] + hist_df = hist_df.select(hist_cols).filter(pl.col("date") != today) + daily_ohlcv = daily_df.select([c for c in ohlcv_cols if c in daily_df.columns]) + full_df = pl.concat([hist_df, daily_ohlcv], how="diagonal_relaxed") + full_df = full_df.sort(["symbol", "date"]) + + factor_path = self._repo.store.data_dir / "adj_factor" / "all.parquet" + factors = pl.DataFrame() + if factor_path.exists(): + try: + factors = pl.read_parquet(factor_path) + except Exception: + pass + instruments = self._repo.get_instruments() + + enriched_full = compute_enriched(full_df, factors=factors, instruments=instruments) + enriched_today = enriched_full.filter(pl.col("date") == today) + + if enriched_today.is_empty(): + return + + # ---- 写盘 + 更新缓存 ---- + self._repo.flush_live_enriched(enriched_today) + + elapsed = time.perf_counter() - t0 + mode_label = "增量" if use_incremental else "全量" + logger.info("enriched %s: %d 只, %s, 耗时 %.0fms", + mode_label, len(enriched_today), today, elapsed * 1000) + except Exception as e: # noqa: BLE001 + logger.warning("enriched 计算失败: %s", e) diff --git a/backend/app/services/screener.py b/backend/app/services/screener.py new file mode 100644 index 0000000..8adfa1e --- /dev/null +++ b/backend/app/services/screener.py @@ -0,0 +1,585 @@ +"""Screener 服务(§6.3)。 + +性能优化: + - enriched parquet 仅存 14 列基础数据, 指标和信号即时计算 + - preset 策略: 从内存缓存或即时计算获取完整指标, ~10-50ms + - custom SQL: DuckDB (用户传 SQL WHERE 字符串), ~10-50ms +""" +from __future__ import annotations + +import logging +import time +from dataclasses import dataclass, field +from datetime import date, timedelta + +import polars as pl + +from app.tickflow.repository import KlineRepository + +logger = logging.getLogger(__name__) + +# ── 进程级历史数据缓存 (避免 run_all 每次重新扫描 parquet + 计算指标) ── +_history_cache: dict[tuple[date, int], tuple[float, pl.DataFrame]] = {} +_HISTORY_CACHE_TTL = 120.0 # 秒 + + +# 内置预设策略 — Polars 表达式方式 +PRESET_STRATEGIES: dict[str, dict] = { + "trend_breakout": { + "name": "趋势突破", + "description": "MA60 上方 + 60 日新高 + 量能 ≥ 2 倍均量", + "filter": ( + (pl.col("close") > pl.col("ma60")) + & pl.col("signal_n_day_high").fill_null(False) + & (pl.col("vol_ratio_5d") >= 2.0) + ), + "order_by": "momentum_60d", + "descending": True, + "limit": 100, + }, + "ma_golden_cross": { + "name": "MA 金叉", + "description": "MA5 上穿 MA20 当日触发,量能配合", + "filter": ( + pl.col("signal_ma_golden_5_20").fill_null(False) + & (pl.col("vol_ratio_5d") >= 1.2) + & (pl.col("close") > pl.col("ma60")) + ), + "order_by": "momentum_20d", + "descending": True, + "limit": 100, + }, + "macd_golden": { + "name": "MACD 金叉放量", + "description": "MACD 金叉当日 + 量能放大", + "filter": ( + pl.col("signal_macd_golden").fill_null(False) + & (pl.col("vol_ratio_5d") >= 1.5) + ), + "order_by": "momentum_60d", + "descending": True, + "limit": 100, + }, + "volume_price_surge": { + "name": "量价齐升", + "description": "突破 MA20 + 放量 + 收阳", + "filter": ( + pl.col("signal_ma20_breakout").fill_null(False) + & (pl.col("vol_ratio_5d") >= 2.0) + & (pl.col("close") > pl.col("open")) + ), + "order_by": "vol_ratio_5d", + "descending": True, + "limit": 100, + }, + "low_volatility_leader": { + "name": "低波动龙头", + "description": "20 日动量为正 + 年化波动 < 30% + MA20 上方", + "filter": ( + (pl.col("momentum_20d") > 0) + & (pl.col("annual_vol_20d") < 0.30) + & (pl.col("close") > pl.col("ma20")) + ), + "order_by": "momentum_60d", + "descending": True, + "limit": 100, + }, + "broken_board_recovery": { + "name": "断板反包", + "description": "连板 ≥2 后断板 1-2 天，出现放量反包信号", + "filter": ( + pl.col("signal_limit_up").fill_null(False) + & (pl.col("vol_ratio_5d") >= 1.5) + & (pl.col("change_pct") > 0.03) + ), + "order_by": "change_pct", + "descending": True, + "limit": 100, + }, + "oversold_bounce": { + "name": "超跌反弹", + "description": "RSI14 < 30 超卖区 + 当日收阳 + 放量，抄底信号", + "filter": ( + (pl.col("rsi_14") < 30) + & (pl.col("close") > pl.col("open")) + & (pl.col("vol_ratio_5d") >= 1.2) + ), + "order_by": "rsi_14", + "descending": False, + "limit": 100, + }, + "boll_breakout": { + "name": "布林突破", + "description": "突破布林上轨 + 放量，强势加速信号", + "filter": ( + pl.col("signal_boll_breakout_upper").fill_null(False) + & (pl.col("vol_ratio_5d") >= 1.5) + ), + "order_by": "vol_ratio_5d", + "descending": True, + "limit": 100, + }, + "bullish_alignment": { + "name": "均线多头", + "description": "MA5 > MA10 > MA20 > MA60 多头排列 + 短期动量为正", + "filter": ( + (pl.col("ma5") > pl.col("ma10")) + & (pl.col("ma10") > pl.col("ma20")) + & (pl.col("ma20") > pl.col("ma60")) + & (pl.col("momentum_20d") > 0) + ), + "order_by": "momentum_60d", + "descending": True, + "limit": 100, + }, + "consecutive_limit_ups": { + "name": "连板股", + "description": "当日涨停且连续涨停 ≥ 2 天，强势追涨", + "filter": ( + pl.col("signal_limit_up").fill_null(False) + & (pl.col("consecutive_limit_ups") >= 2) + ), + "order_by": "consecutive_limit_ups", + "descending": True, + "limit": 100, + }, + "pullback_to_support": { + "name": "缩量回踩", + "description": "回踩 MA20 附近 + 缩量 + 中期趋势向上", + "filter": ( + (pl.col("close") > pl.col("ma20") * 0.98) + & (pl.col("close") < pl.col("ma20") * 1.02) + & (pl.col("vol_ratio_5d") < 0.8) + & (pl.col("close") > pl.col("ma60")) + & (pl.col("momentum_20d") > 0) + ), + "order_by": "momentum_60d", + "descending": True, + "limit": 100, + }, + "n_day_low_reversal": { + "name": "新低反转", + "description": "触及 60 日新低后当日收阳放量，反转信号", + "filter": ( + pl.col("signal_n_day_low").fill_null(False) + & (pl.col("close") > pl.col("open")) + & (pl.col("vol_ratio_5d") >= 1.5) + ), + "order_by": "change_pct", + "descending": True, + "limit": 100, + }, +} + + +@dataclass +class ScreenerResult: + as_of: date + strategy: str | None + rows: list[dict] = field(default_factory=list) + total: int = 0 + elapsed_ms: float = 0.0 + + +class ScreenerService: + def __init__(self, repo: KlineRepository) -> None: + self.repo = repo + + def _load_enriched_for_date(self, target_date: date) -> pl.DataFrame: + """从 enriched parquet 读取指定日期的基础数据并即时计算完整指标+信号。 + + enriched parquet 仅存 14 列。读取后需要即时计算 ma/ema/macd/kdj/rsi/boll/momentum/signal 等列。 + 对于最新日, 优先使用内存缓存 (已包含完整指标)。 + """ + # 优先使用 repo 最新日缓存 + cache, cache_date = self.repo.get_enriched_latest() + if cache is not None and not cache.is_empty() and cache_date == target_date: + df = cache + # JOIN instruments + df_i = self.repo.get_instruments() + if not df_i.is_empty(): + inst_cols = [c for c in ["symbol", "name", "total_shares", "float_shares"] if c in df_i.columns] + if "name" not in df.columns: + df = df.join(df_i.select(inst_cols), on="symbol", how="left") + return df + + # 尝试从 repo 级预计算历史缓存中提取目标日期 + cached_hist = self.repo.get_enriched_history(target_date, 1) + if cached_hist is not None and not cached_hist.is_empty() and "date" in cached_hist.columns: + df = cached_hist.filter(pl.col("date") == target_date) + if not df.is_empty(): + logger.debug("_load_enriched_for_date: repo history cache for %s", target_date) + # JOIN instruments + df_i = self.repo.get_instruments() + if not df_i.is_empty(): + inst_cols = [c for c in ["symbol", "name", "total_shares", "float_shares"] if c in df_i.columns] + if "name" not in df.columns: + df = df.join(df_i.select(inst_cols), on="symbol", how="left") + return df + + # 历史日期: 从 parquet 读取 14 列, 即时计算指标 (慢路径) + enriched_dir = self.repo.store.data_dir / "kline_daily_enriched" + ds = target_date.isoformat() + target_parquet = enriched_dir / f"date={ds}" / "part.parquet" + + if not target_parquet.exists(): + return pl.DataFrame() + + try: + df = pl.read_parquet(target_parquet) + except Exception as e: # noqa: BLE001 + logger.warning("load_enriched_for_date failed: %s", e) + return pl.DataFrame() + + if df.is_empty(): + return df + + # 即时计算指标: 需要加载历史窗口作 warmup + df_full = self._compute_enriched_full(df, target_date) + return df_full + + def _compute_enriched_full(self, df_target: pl.DataFrame, target_date: date) -> pl.DataFrame: + """从 14 列基础数据即时计算完整 enriched (含全部指标和信号)。 + + 读取历史数据作为指标计算的 warmup, 计算完成后只返回目标日期的行。 + """ + from app.indicators.pipeline import compute_indicators, compute_signals, compute_limit_signals + + # 加载 warmup 历史 (目标日期前 ~120 天) + enriched_dir = self.repo.store.data_dir / "kline_daily_enriched" + start = target_date - timedelta(days=150) + read_cols = ["symbol", "date", "open", "high", "low", "close", "volume", + "amount", "raw_close", "raw_high", "raw_low"] + + try: + lf = ( + pl.scan_parquet(str(enriched_dir / "**" / "*.parquet")) + .filter( + (pl.col("date") >= start) + & (pl.col("date") <= target_date) + ) + .sort(["symbol", "date"]) + ) + available = [c for c in read_cols if c in lf.schema] + df_hist = lf.select(available).collect() + except Exception as e: # noqa: BLE001 + logger.warning("warmup history load failed: %s", e) + df_hist = df_target + + if df_hist.is_empty(): + df_hist = df_target + + # 计算指标 + df_full = compute_indicators(df_hist) + df_full = compute_signals(df_full) + + # 计算涨跌停信号 (需要 instruments) + instruments = self.repo.get_instruments() + if instruments is not None and not instruments.is_empty(): + df_full = compute_limit_signals(df_full, instruments) + + # 只保留目标日期 + df_result = df_full.filter(pl.col("date") == target_date) + + # JOIN instruments (name, total_shares, float_shares) + if not instruments.is_empty(): + inst_cols = [c for c in ["symbol", "name", "total_shares", "float_shares"] if c in instruments.columns] + if "name" not in df_result.columns: + df_result = df_result.join(instruments.select(inst_cols), on="symbol", how="left") + + return df_result + + def _load_enriched_history(self, target_date: date, lookback_days: int) -> pl.DataFrame: + """读取目标日期之前的基础行情数据, 供历史窗口策略使用。 + + 优先从 repo 内存缓存获取 (启动时已预计算), 命中时 0ms。 + 缓存 miss 时走 scan_parquet + compute_indicators 慢路径。 + """ + # 优先级 1: repo 级预计算缓存 (启动时 _refresh_enriched 已计算完整历史) + t0 = time.perf_counter() + cached = self.repo.get_enriched_history(target_date, lookback_days) + if cached is not None and not cached.is_empty(): + # JOIN instruments (repo 缓存不含 name 等列) + instruments = self.repo.get_instruments() + if instruments is not None and not instruments.is_empty() and "name" not in cached.columns: + inst_cols = [c for c in ["symbol", "name", "total_shares", "float_shares"] + if c in instruments.columns] + cached = cached.join(instruments.select(inst_cols), on="symbol", how="left") + elapsed = (time.perf_counter() - t0) * 1000 + logger.info("_load_enriched_history(%s, %d): repo cache hit, %.1fms, %d rows", + target_date, lookback_days, elapsed, len(cached)) + return cached + + # 优先级 2: 进程级 history_cache (之前的 TTL 缓存) + cache_key = (target_date, lookback_days) + now = time.monotonic() + ttl_cached = _history_cache.get(cache_key) + if ttl_cached is not None: + ts, cached_df = ttl_cached + if now - ts < _HISTORY_CACHE_TTL: + logger.debug("history TTL cache hit: %s lookback=%d", target_date, lookback_days) + return cached_df + del _history_cache[cache_key] + + # 优先级 3: scan_parquet + compute_indicators (慢路径, ~5s) + logger.warning("_load_enriched_history cache miss, computing indicators (%s, %d)...", + target_date, lookback_days) + from app.indicators.pipeline import compute_indicators, compute_signals, compute_limit_signals + + warmup = 60 + start = target_date - timedelta(days=min((lookback_days + warmup) * 2, 180)) + + enriched_dir = self.repo.store.data_dir / "kline_daily_enriched" + read_cols = ["symbol", "date", "open", "high", "low", "close", "volume", + "amount", "raw_close", "raw_high", "raw_low"] + + try: + lf = ( + pl.scan_parquet(str(enriched_dir / "**" / "*.parquet")) + .filter((pl.col("date") >= start) & (pl.col("date") <= target_date)) + .sort(["symbol", "date"]) + ) + available = [c for c in read_cols if c in lf.collect_schema().names()] + df_hist = lf.select(available).collect() + except Exception as e: # noqa: BLE001 + logger.warning("load_enriched_history failed: %s", e) + return pl.DataFrame() + + if df_hist.is_empty(): + return pl.DataFrame() + + df_full = compute_indicators(df_hist) + df_full = compute_signals(df_full) + + instruments = self.repo.get_instruments() + if instruments is not None and not instruments.is_empty(): + df_full = compute_limit_signals(df_full, instruments) + + if instruments is not None and not instruments.is_empty(): + inst_cols = [c for c in ["symbol", "name", "total_shares", "float_shares"] if c in instruments.columns] + if "name" not in df_full.columns: + df_full = df_full.join(instruments.select(inst_cols), on="symbol", how="left") + + # 裁剪掉 warmup 部分, 只保留 lookback 范围 (减少 group_by 开销) + lookback_start = target_date - timedelta(days=lookback_days) + if "date" in df_full.columns: + df_full = df_full.filter(pl.col("date") >= lookback_start) + + df_full = df_full.sort(["symbol", "date"]) + + elapsed = (time.perf_counter() - t0) * 1000 + logger.info("_load_enriched_history(%s, %d): computed in %.1fms, %d rows", + target_date, lookback_days, elapsed, len(df_full)) + + _history_cache[cache_key] = (now, df_full) + if len(_history_cache) > 10: + expired = [k for k, (ts, _) in _history_cache.items() if now - ts > _HISTORY_CACHE_TTL] + for k in expired: + del _history_cache[k] + + return df_full + + def run( + self, + as_of: date, + conditions: list[str], + order_by: str | None = None, + limit: int = 30, + pool: list[str] | None = None, + ) -> ScreenerResult: + """自定义 SQL 条件选股。 + + 先通过 Polars 即时计算完整指标, 再用 DuckDB 做 SQL WHERE 过滤。 + kline_enriched DuckDB 视图只有 14 列, 不能直接用于指标过滤。 + """ + t0 = time.perf_counter() + + if not conditions: + return ScreenerResult(as_of=as_of, strategy=None) + + # 从即时计算获取完整 enriched 数据 + df = self._load_enriched_for_date(as_of) + if df.is_empty(): + return ScreenerResult(as_of=as_of, strategy=None) + + # Pool 过滤 + if pool: + df = df.filter(pl.col("symbol").is_in(pool)) + + # 用 DuckDB 做 SQL 过滤 (注册临时视图) + try: + import duckdb + con = duckdb.connect(database=":memory:") + con.register("enriched", df.to_arrow()) + where = " AND ".join(f"({c})" for c in conditions) + sql = f"SELECT * FROM enriched WHERE {where}" + if order_by: + sql += f" ORDER BY {order_by}" + if limit: + sql += f" LIMIT {limit}" + df_result = con.execute(sql).pl() + con.close() + except Exception as e: # noqa: BLE001 + logger.warning("screener SQL query failed: %s", e) + df_result = pl.DataFrame() + + rows = df_result.to_dicts() if not df_result.is_empty() else [] + elapsed = (time.perf_counter() - t0) * 1000 + + return ScreenerResult( + as_of=as_of, + strategy=None, + rows=rows, + total=len(rows), + elapsed_ms=elapsed, + ) + + def run_preset( + self, + strategy_id: str, + as_of: date, + pool: list[str] | None = None, + precomputed: pl.DataFrame | None = None, + basic_filter: dict | None = None, + display_limit: int | None = None, + ) -> ScreenerResult: + """预设策略选股 — 从 enriched 读取预计算好的指标列后过滤。 + + - precomputed 不为空: 直接复用（run_all 场景） + - precomputed 为空: 从 enriched 读目标日期 + - basic_filter: 用户保存的基础参数过滤（boards、价格等） + """ + t0 = time.perf_counter() + + strat = PRESET_STRATEGIES.get(strategy_id) + if not strat: + raise ValueError(f"unknown strategy: {strategy_id}") + + if precomputed is not None and not precomputed.is_empty(): + df = precomputed + else: + df = self._load_enriched_for_date(as_of) + if df.is_empty(): + return ScreenerResult(as_of=as_of, strategy=strategy_id) + + # 应用用户基础参数过滤（boards、价格区间等） + if basic_filter and basic_filter.get("enabled", True): + df = self._apply_basic_filter(df, basic_filter) + + # 应用策略过滤 + df = df.filter(strat["filter"]) + + # 应用 pool + if pool: + df = df.filter(pl.col("symbol").is_in(pool)) + + # 排序 + 限制 + order_col = strat["order_by"] + if order_col in df.columns: + df = df.sort(order_col, descending=strat.get("descending", True)) + + # display_limit: None=不限制, 0=全部, N=前N个 + if display_limit == 0: + limit = None # 不限制 + elif display_limit is not None: + limit = display_limit + else: + limit = None # 未配置时默认不限制 + if limit is not None and limit > 0: + df = df.head(limit) + + # 基于排序列生成 0-100 评分 (与 StrategyEngine 统一) + if order_col in df.columns and not df.is_empty(): + col_vals = df[order_col].cast(pl.Float64) + col_min = col_vals.min() + col_max = col_vals.max() + col_range = col_max - col_min + if col_range and col_range > 0: + normalized = (col_vals - col_min) / col_range + else: + normalized = pl.Series("norm", [0.5] * len(df)) + if not strat.get("descending", True): + normalized = 1.0 - normalized + df = df.with_columns((normalized * 100).alias("score")) + + rows = df.to_dicts() + elapsed = (time.perf_counter() - t0) * 1000 + + # sanitize + for r in rows: + for k, v in list(r.items()): + if isinstance(v, float) and (v != v or abs(v) == float("inf")): + r[k] = None + + return ScreenerResult( + as_of=as_of, + strategy=strategy_id, + rows=rows, + total=len(rows), + elapsed_ms=elapsed, + ) + + @staticmethod + def _apply_basic_filter(df: pl.DataFrame, bf: dict) -> pl.DataFrame: + """应用用户基础参数过滤（boards、价格区间、市值等）""" + exprs: list[pl.Expr] = [] + if bf.get("price_min") is not None: + exprs.append(pl.col("close") >= bf["price_min"]) + if bf.get("price_max") is not None: + exprs.append(pl.col("close") <= bf["price_max"]) + if bf.get("float_cap_min") is not None and "float_shares" in df.columns: + exprs.append(pl.col("close") * pl.col("float_shares") >= bf["float_cap_min"]) + if bf.get("float_cap_max") is not None and "float_shares" in df.columns: + exprs.append(pl.col("close") * pl.col("float_shares") <= bf["float_cap_max"]) + if bf.get("amount_min") is not None: + exprs.append(pl.col("amount") >= bf["amount_min"]) + if bf.get("amount_max") is not None: + exprs.append(pl.col("amount") <= bf["amount_max"]) + if bf.get("turnover_min") is not None and "turnover_rate" in df.columns: + exprs.append(pl.col("turnover_rate") >= bf["turnover_min"]) + if bf.get("turnover_max") is not None and "turnover_rate" in df.columns: + exprs.append(pl.col("turnover_rate") <= bf["turnover_max"]) + if bf.get("exclude_st") and "name" in df.columns: + exprs.append(~pl.col("name").str.contains("(?i)ST|\\*ST|退")) + # 板块过滤 + boards = bf.get("boards") + if boards and isinstance(boards, list) and len(boards) > 0: + board_exprs: list[pl.Expr] = [] + for b in boards: + if b == "沪主板": + board_exprs.append(pl.col("symbol").str.starts_with("60")) + elif b == "深主板": + board_exprs.append( + pl.col("symbol").str.starts_with("00") + | pl.col("symbol").str.starts_with("001") + ) + elif b == "创业板": + board_exprs.append( + pl.col("symbol").str.starts_with("300") + | pl.col("symbol").str.starts_with("301") + ) + elif b == "科创板": + board_exprs.append(pl.col("symbol").str.starts_with("688")) + elif b == "北交所": + board_exprs.append(pl.col("symbol").str.contains(r"\.BJ$")) + if board_exprs: + exprs.append(pl.any_horizontal(board_exprs)) + if exprs: + return df.filter(pl.all_horizontal(exprs)) + return df + + def latest_date(self) -> date | None: + d = self.repo.enriched_latest_date() + if d: + return d + # 回退 DuckDB + try: + res = self.repo.execute_one( + "SELECT max(date) FROM kline_enriched", + ) + if res and res[0]: + d = res[0] + return d if isinstance(d, date) else date.fromisoformat(str(d)) + except Exception: # noqa: BLE001 + return None + return None diff --git a/backend/app/services/strategy_cache.py b/backend/app/services/strategy_cache.py new file mode 100644 index 0000000..7dc700f --- /dev/null +++ b/backend/app/services/strategy_cache.py @@ -0,0 +1,150 @@ +"""策略结果缓存 — 写入本地文件，供策略页面秒加载。 + +缓存结构: + { + "as_of": "2024-01-15", + "results": { strategy_id: { total, as_of, rows } }, + "today_ever_matched": { strategy_id: [symbol, ...] }, // 今日曾命中 symbol 并集 + "today_ever_rows": { strategy_id: { symbol: row_data } },// 今日曾命中的完整行数据 + "updated_at": 1705324800000 # Unix ms + } + +文件路径: data/user_data/strategy_cache.json +""" +from __future__ import annotations + +import json +import logging +import time +from datetime import date, datetime +from pathlib import Path +from typing import Any + + +def _json_default(obj: Any) -> Any: + """处理 date/datetime 等 JSON 不认识的类型。""" + if isinstance(obj, date): + return obj.isoformat() + if isinstance(obj, datetime): + return obj.isoformat() + raise TypeError(f"Object of type {type(obj).__name__} is not JSON serializable") + + +logger = logging.getLogger(__name__) + +_CACHE_FILENAME = "strategy_cache.json" + + +def _cache_path(data_dir: Path) -> Path: + return data_dir / "user_data" / _CACHE_FILENAME + + +def _enriched_parquet_path(data_dir: Path, as_of: str) -> Path: + """返回 enriched parquet 文件路径。""" + return data_dir / "kline_daily_enriched" / f"date={as_of}" / "part.parquet" + + +def _get_enriched_mtime(data_dir: Path, as_of: str) -> float | None: + """返回 enriched parquet 文件的 mtime (秒)。文件不存在返回 None。""" + p = _enriched_parquet_path(data_dir, as_of) + try: + return p.stat().st_mtime + except FileNotFoundError: + return None + + +def read_cache(data_dir: Path) -> dict | None: + """读取策略缓存文件。返回 None 表示无缓存、读取失败或 enriched 数据已更新导致缓存过期。""" + path = _cache_path(data_dir) + if not path.exists(): + return None + try: + text = path.read_text(encoding="utf-8") + if not text.strip(): + return None + cached = json.loads(text) + except Exception as e: # noqa: BLE001 + logger.warning("读取策略缓存失败: %s", e) + return None + + # 校验 enriched mtime: 数据文件变化 → 缓存过期 + as_of = cached.get("as_of") + stored_mtime = cached.get("enriched_mtime") + if as_of and stored_mtime: + current_mtime = _get_enriched_mtime(data_dir, as_of) + if current_mtime is not None and current_mtime != stored_mtime: + logger.info("策略缓存过期: enriched 数据已更新 (as_of=%s)", as_of) + return None + + return cached + + +def _rows_to_symbol_map(rows: list[dict]) -> dict[str, dict]: + """将 rows 列表转为 {symbol: row_data} 映射。""" + result: dict[str, dict] = {} + for row in rows: + sym = row.get("symbol") + if sym: + result[sym] = row + return result + + +def write_cache( + data_dir: Path, + as_of: str, + results: dict[str, Any], +) -> None: + """将策略结果写入缓存文件，同时更新今日曾命中集合。 + + - 日期变更时重置 today_ever_matched 和 today_ever_rows + - 同一天内合并 (并集) 之前曾命中的 symbol，并用最新行数据更新 + """ + path = _cache_path(data_dir) + path.parent.mkdir(parents=True, exist_ok=True) + + # 读取旧缓存 + old = read_cache(data_dir) + old_as_of = old.get("as_of") if old else None + old_ever_rows: dict[str, dict[str, dict]] = old.get("today_ever_rows", {}) if old else {} + + # 当前命中的行数据 → symbol 映射 + current_row_maps: dict[str, dict[str, dict]] = {} + for sid, r in results.items(): + current_row_maps[sid] = _rows_to_symbol_map(r.get("rows", [])) + + if old_as_of and old_as_of == as_of and old_ever_rows: + # 同一天: 合并 — 用当前行数据更新旧数据 (保持最新价格等) + merged_rows: dict[str, dict[str, dict]] = {} + all_keys = set(old_ever_rows.keys()) | set(current_row_maps.keys()) + for sid in all_keys: + old_map = old_ever_rows.get(sid, {}) + cur_map = current_row_maps.get(sid, {}) + # 以旧数据为基础，用当前数据覆盖 (当前数据更新鲜) + combined = {**old_map, **cur_map} + merged_rows[sid] = combined + today_ever_rows = merged_rows + else: + # 新的一天或首次写入 + today_ever_rows = current_row_maps + + # 从 ever_rows 提取 symbol 列表 (用于快速计数) + today_ever_matched = {sid: sorted(maps.keys()) for sid, maps in today_ever_rows.items()} + + # 记录 enriched parquet 文件的 mtime，用于后续校验缓存是否过期 + enriched_mtime = _get_enriched_mtime(data_dir, as_of) + + payload = { + "as_of": as_of, + "results": results, + "today_ever_matched": today_ever_matched, + "today_ever_rows": today_ever_rows, + "enriched_mtime": enriched_mtime, + "updated_at": int(time.time() * 1000), + } + try: + path.write_text(json.dumps(payload, ensure_ascii=False, default=_json_default), encoding="utf-8") + total_rows = sum(len(r.get("rows", [])) for r in results.values()) + total_ever = sum(len(v) for v in today_ever_matched.values()) + logger.info("策略缓存已写入: %s, %d 策略, %d 命中, %d 曾命中", as_of, len(results), total_rows, total_ever) + except Exception as e: # noqa: BLE001 + logger.warning("写入策略缓存失败: %s", e) diff --git a/backend/app/services/watchlist.py b/backend/app/services/watchlist.py new file mode 100644 index 0000000..6b7a30e --- /dev/null +++ b/backend/app/services/watchlist.py @@ -0,0 +1,126 @@ +"""自选股服务(§6.1)。 + +存储:`data/user_data/watchlist.parquet`,字段 symbol + added_at + note。 +""" +from __future__ import annotations + +import logging +from datetime import datetime +from pathlib import Path + +import polars as pl + +from app.config import settings +from app.tickflow.capabilities import Cap, CapabilitySet +from app.tickflow.client import get_client + +logger = logging.getLogger(__name__) + + +def _path() -> Path: + p = settings.data_dir / "user_data" / "watchlist.parquet" + p.parent.mkdir(parents=True, exist_ok=True) + return p + + +def list_symbols() -> list[dict]: + p = _path() + if not p.exists(): + return [] + df = pl.read_parquet(p) + if df.is_empty(): + return [] + return df.to_dicts() + + +def add(symbol: str, note: str = "") -> list[dict]: + p = _path() + if p.exists(): + df = pl.read_parquet(p) + # 已存在则先移除，后面重新插入到最前面 + if symbol in df["symbol"].to_list(): + df = df.filter(pl.col("symbol") != symbol) + else: + df = pl.DataFrame(schema={"symbol": pl.Utf8, "added_at": pl.Utf8, "note": pl.Utf8}) + + new_row = pl.DataFrame({ + "symbol": [symbol], + "added_at": [datetime.utcnow().isoformat(timespec="seconds")], + "note": [note], + }) + out = pl.concat([new_row, df], how="diagonal_relaxed") + out.write_parquet(p) + return out.to_dicts() + + +def remove(symbol: str) -> list[dict]: + p = _path() + if not p.exists(): + return [] + df = pl.read_parquet(p) + df = df.filter(pl.col("symbol") != symbol) + df.write_parquet(p) + return df.to_dicts() + + +def clear() -> int: + """清空自选列表。返回移除的数量。""" + p = _path() + if not p.exists(): + return 0 + df = pl.read_parquet(p) + count = df.height + if count > 0: + pl.DataFrame(schema={"symbol": pl.Utf8, "added_at": pl.Utf8, "note": pl.Utf8}).write_parquet(p) + return count + + +def fetch_quotes(symbols: list[str], capset: CapabilitySet, timeout_s: float = 8.0) -> list[dict]: + """拉取实时行情。 + + 优先用 quote.batch;否则降级为 quote.by_symbol 单股请求。 + timeout_s: 单批次请求超时(秒)，防止 API 卡死阻塞整个请求。 + """ + from concurrent.futures import ThreadPoolExecutor, TimeoutError as FuturesTimeout + + if not symbols: + return [] + + tf = get_client() + quotes: list[dict] = [] + + # 走 batch + batch_size = 5 + if capset.has(Cap.QUOTE_BATCH): + lim = capset.limits(Cap.QUOTE_BATCH) + batch_size = lim.batch if lim and lim.batch else 50 + elif capset.has(Cap.QUOTE_BY_SYMBOL): + lim = capset.limits(Cap.QUOTE_BY_SYMBOL) + batch_size = lim.batch if lim and lim.batch else 5 + + chunks = [symbols[i:i + batch_size] for i in range(0, len(symbols), batch_size)] + + # 用线程池为每个批次加超时保护 + pool = ThreadPoolExecutor(max_workers=1) + for chunk in chunks: + try: + future = pool.submit(tf.quotes.get, symbols=chunk, as_dataframe=True) + raw = future.result(timeout=timeout_s) + if raw is None or len(raw) == 0: + continue + df = pl.from_pandas(raw) + rename_map = { + "last_price": "price", + "ext.change_pct": "pct", + "ext.name": "name", + } + df = df.rename({k: v for k, v in rename_map.items() if k in df.columns}) + quotes.extend(df.to_dicts()) + except FuturesTimeout: + logger.warning("quote fetch timeout (%.1fs) for %d symbols", timeout_s, len(chunk)) + break # 超时后不再尝试后续批次 + except Exception as e: # noqa: BLE001 + logger.warning("quote fetch failed for %d symbols: %s", len(chunk), e) + pool.shutdown(wait=False) + + return quotes diff --git a/backend/app/strategy/__init__.py b/backend/app/strategy/__init__.py new file mode 100644 index 0000000..e69de29 diff --git a/backend/app/strategy/ai_generator.py b/backend/app/strategy/ai_generator.py new file mode 100644 index 0000000..0346a9f --- /dev/null +++ b/backend/app/strategy/ai_generator.py @@ -0,0 +1,149 @@ +"""AI 策略生成器 — 读取策略开发文档 + 调用 LLM 生成策略代码。 + +职责: 接收用户自然语言描述 → 读取 docs/strategy-guide.md → 调用 LLM → 返回策略代码。 +不知道: 引擎内部、API、前端、配置持久化、回测。 +""" +from __future__ import annotations + +import ast +import logging +import re +import tempfile +from pathlib import Path + +logger = logging.getLogger(__name__) + +# 策略开发文档路径 +GUIDE_PATH = Path(__file__).resolve().parent.parent.parent.parent / "docs" / "strategy-guide.md" + +_SYSTEM_PREFIX = """你是A股量化策略设计专家。根据用户描述的需求，参考下方的《策略开发指南》生成一个完整的策略Python文件。 + +要求: +1. 用户可能调整的策略阈值通过 META["params"] 暴露；公式常数、固定窗口边界、布尔开关不必强行参数化 +2. 遵循指南中的文件结构模板，但优先贴合用户规则，不要为了套模板歪曲策略含义 +3. 优先使用 Polars 表达式、窗口函数、聚合和 with_columns/filter 实现，避免逐行/逐股 Python 循环；只有表达式难以描述的复杂状态机才使用 partition_by/to_dicts +4. 只 import polars as pl，不 import 其他模块 +5. 直接输出Python代码，不要输出其他内容 + +--- 策略开发指南 --- + +""" + + +class AIStrategyGenerator: + """AI 策略生成器""" + + def __init__(self) -> None: + self._guide_cache: str | None = None + + def _get_guide(self) -> str: + if self._guide_cache is None: + if GUIDE_PATH.exists(): + self._guide_cache = GUIDE_PATH.read_text(encoding="utf-8") + else: + logger.warning("strategy-guide.md not found at %s", GUIDE_PATH) + self._guide_cache = "" + return self._guide_cache + + async def generate(self, user_prompt: str) -> dict: + """根据用户描述生成策略代码 + + Returns: {"code": str, "meta": dict, "valid": bool, "error": str | None} + """ + guide = self._get_guide() + + # 调用 LLM + code = await self._call_llm(user_prompt, guide) + + # 验证 + try: + self._validate_safety(code) + except ValueError as e: + return {"code": code, "meta": {}, "valid": False, "error": str(e)} + + # 试加载获取 META + try: + meta = self._extract_meta(code) + except Exception as e: + return {"code": code, "meta": {}, "valid": False, "error": f"解析META失败: {e}"} + + return {"code": code, "meta": meta, "valid": True, "error": None} + + async def _call_llm(self, user_prompt: str, guide: str) -> str: + """调用 OpenAI 兼容 API（流式，避免 CDN 长连接超时）""" + from openai import AsyncOpenAI + from app import secrets_store + + ai_key = secrets_store.get_ai_key() + if not ai_key: + raise RuntimeError("AI API Key 未配置，请在设置页面配置") + + client = AsyncOpenAI( + api_key=ai_key, + base_url=secrets_store.get_ai_config("ai_base_url", "https://api.alysc.top"), + timeout=180.0, + max_retries=2, + ) + # 使用流式请求：CDN 收到首个 token 后会持续转发，不会因等待超时 + stream = await client.chat.completions.create( + model=secrets_store.get_ai_config("ai_model", "gpt-5.5"), + messages=[ + {"role": "system", "content": _SYSTEM_PREFIX + guide}, + {"role": "user", "content": user_prompt}, + ], + temperature=0.3, + max_tokens=3000, + stream=True, + ) + chunks: list[str] = [] + async for chunk in stream: + delta = chunk.choices[0].delta if chunk.choices else None + if delta and delta.content: + chunks.append(delta.content) + content = "".join(chunks).strip() + # 提取代码块 + if "```python" in content: + content = content.split("```python", 1)[1].split("```", 1)[0].strip() + elif "```" in content: + content = content.split("```", 1)[1].split("```", 1)[0].strip() + return content + + @staticmethod + def _validate_safety(code: str) -> None: + """AST 级安全检查""" + tree = ast.parse(code) + + forbidden_modules = {"os", "sys", "subprocess", "socket", "shutil", + "pathlib", "http", "urllib", "requests", "httpx"} + forbidden_calls = {"open", "exec", "eval", "compile", "__import__", + "globals", "locals", "vars", "dir", "getattr", + "setattr", "delattr", "type", "input"} + + for node in ast.walk(tree): + if isinstance(node, ast.Import): + for alias in node.names: + if alias.name.split(".")[0] not in ("polars",): + if alias.name.split(".")[0] in forbidden_modules: + raise ValueError(f"禁止 import {alias.name}") + if isinstance(node, ast.ImportFrom): + if node.module and node.module.split(".")[0] not in ("polars",): + if node.module.split(".")[0] in forbidden_modules: + raise ValueError(f"禁止 from {node.module} import") + if isinstance(node, ast.Call): + if isinstance(node.func, ast.Name) and node.func.id in forbidden_calls: + raise ValueError(f"禁止调用 {node.func.id}()") + + @staticmethod + def _extract_meta(code: str) -> dict: + """从代码字符串中提取 META 字典（不执行代码）""" + tree = ast.parse(code) + for node in ast.walk(tree): + if isinstance(node, ast.Assign): + for target in node.targets: + if isinstance(target, ast.Name) and target.id == "META": + # 找到 META 赋值，用 compile+eval 安全提取 + # 只允许字面量 + meta_node = node.value + code_obj = compile(ast.Expression(meta_node), "", "eval") + return eval(code_obj, {"__builtins__": {}}) # noqa: S307 + return {} diff --git a/backend/app/strategy/builtin/__init__.py b/backend/app/strategy/builtin/__init__.py new file mode 100644 index 0000000..e69de29 diff --git a/backend/app/strategy/builtin/boll_breakout.py b/backend/app/strategy/builtin/boll_breakout.py new file mode 100644 index 0000000..cb86588 --- /dev/null +++ b/backend/app/strategy/builtin/boll_breakout.py @@ -0,0 +1,31 @@ +"""布林突破 — 突破布林上轨 + 放量""" +import polars as pl + +META = { + "id": "boll_breakout", + "name": "布林突破", + "description": "突破布林上轨 + 放量, 强势加速信号", + "tags": ["布林", "突破"], + "params": [ + {"id": "vol_ratio_min", "label": "最低量比", "type": "float", + "default": 1.5, "min": 0.5, "max": 5.0, "step": 0.1}, + ], + "scoring": {"vol_ratio_5d": 0.4, "change_pct": 0.3, "momentum_20d": 0.3}, + "order_by": "score", + "descending": True, + "limit": 100, +} + +ENTRY_SIGNALS = ["signal_boll_breakout_upper"] +EXIT_SIGNALS = ["signal_boll_breakdown_lower"] +STOP_LOSS = -0.06 +MAX_HOLD_DAYS = 15 +ALERTS = [] + + +def filter(df: pl.DataFrame, params: dict) -> pl.Expr: + vol_min = params.get("vol_ratio_min", 1.5) + return ( + pl.col("signal_boll_breakout_upper").fill_null(False) + & (pl.col("vol_ratio_5d") >= vol_min) + ) diff --git a/backend/app/strategy/builtin/broken_board_recovery.py b/backend/app/strategy/builtin/broken_board_recovery.py new file mode 100644 index 0000000..4fd9b5e --- /dev/null +++ b/backend/app/strategy/builtin/broken_board_recovery.py @@ -0,0 +1,35 @@ +"""断板反包 — 涨停 + 放量 + 涨幅 >3%""" +import polars as pl + +META = { + "id": "broken_board_recovery", + "name": "断板反包", + "description": "连板≥2后断板1-2天, 出现放量反包信号", + "tags": ["涨停", "反包"], + "params": [ + {"id": "vol_ratio_min", "label": "最低量比", "type": "float", + "default": 1.5, "min": 0.5, "max": 5.0, "step": 0.1}, + {"id": "change_pct_min", "label": "最低涨幅", "type": "float", + "default": 0.03, "min": 0.01, "max": 0.10, "step": 0.01}, + ], + "scoring": {"change_pct": 0.4, "vol_ratio_5d": 0.3, "momentum_5d": 0.3}, + "order_by": "score", + "descending": True, + "limit": 100, +} + +ENTRY_SIGNALS = ["signal_limit_up"] +EXIT_SIGNALS = ["signal_ma20_breakdown"] +STOP_LOSS = -0.06 +MAX_HOLD_DAYS = 10 +ALERTS = [] + + +def filter(df: pl.DataFrame, params: dict) -> pl.Expr: + vol_min = params.get("vol_ratio_min", 1.5) + chg_min = params.get("change_pct_min", 0.03) + return ( + pl.col("signal_limit_up").fill_null(False) + & (pl.col("vol_ratio_5d") >= vol_min) + & (pl.col("change_pct") > chg_min) + ) diff --git a/backend/app/strategy/builtin/bullish_alignment.py b/backend/app/strategy/builtin/bullish_alignment.py new file mode 100644 index 0000000..8dc3fc1 --- /dev/null +++ b/backend/app/strategy/builtin/bullish_alignment.py @@ -0,0 +1,29 @@ +"""均线多头 — MA5>MA10>MA20>MA60 + 短期动量为正""" +import polars as pl + +META = { + "id": "bullish_alignment", + "name": "均线多头", + "description": "MA5>MA10>MA20>MA60多头排列 + 短期动量为正", + "tags": ["均线", "多头"], + "params": [], + "scoring": {"momentum_60d": 0.4, "momentum_20d": 0.3, "turnover_rate": 0.3}, + "order_by": "score", + "descending": True, + "limit": 100, +} + +ENTRY_SIGNALS = ["signal_ma_golden_5_20", "signal_ma_golden_20_60"] +EXIT_SIGNALS = ["signal_ma_dead_5_20", "signal_ma20_breakdown"] +STOP_LOSS = -0.06 +MAX_HOLD_DAYS = 20 +ALERTS = [] + + +def filter(df: pl.DataFrame, params: dict) -> pl.Expr: + return ( + (pl.col("ma5") > pl.col("ma10")) + & (pl.col("ma10") > pl.col("ma20")) + & (pl.col("ma20") > pl.col("ma60")) + & (pl.col("momentum_20d") > 0) + ) diff --git a/backend/app/strategy/builtin/consecutive_limit_ups.py b/backend/app/strategy/builtin/consecutive_limit_ups.py new file mode 100644 index 0000000..4e864ac --- /dev/null +++ b/backend/app/strategy/builtin/consecutive_limit_ups.py @@ -0,0 +1,31 @@ +"""连板股 — 涨停且连续涨停≥2天""" +import polars as pl + +META = { + "id": "consecutive_limit_ups", + "name": "连板股", + "description": "当日涨停且连续涨停≥2天, 强势追涨", + "tags": ["涨停", "连板"], + "params": [ + {"id": "min_boards", "label": "最少连板数", "type": "int", + "default": 2, "min": 1, "max": 20, "step": 1}, + ], + "scoring": {"consecutive_limit_ups": 0.5, "change_pct": 0.3, "amount": 0.2}, + "order_by": "score", + "descending": True, + "limit": 100, +} + +ENTRY_SIGNALS = ["signal_limit_up"] +EXIT_SIGNALS = [] +STOP_LOSS = -0.05 +MAX_HOLD_DAYS = 5 +ALERTS = [] + + +def filter(df: pl.DataFrame, params: dict) -> pl.Expr: + min_boards = params.get("min_boards", 2) + return ( + pl.col("signal_limit_up").fill_null(False) + & (pl.col("consecutive_limit_ups") >= min_boards) + ) diff --git a/backend/app/strategy/builtin/high_turnover_surge.py b/backend/app/strategy/builtin/high_turnover_surge.py new file mode 100644 index 0000000..53b8276 --- /dev/null +++ b/backend/app/strategy/builtin/high_turnover_surge.py @@ -0,0 +1,34 @@ +"""高换手拉升 — 换手率 > 5% 且涨幅 > 3%, 资金活跃""" +import polars as pl + +META = { + "id": "high_turnover_surge", + "name": "高换手拉升", + "description": "换手率 > 5% 且涨幅 > 3%, 资金活跃", + "tags": ["换手率", "放量", "资金"], + "params": [ + {"id": "min_turnover", "label": "最低换手率%", "type": "float", + "default": 5.0, "min": 1.0, "max": 20.0, "step": 0.5}, + {"id": "min_change", "label": "最低涨幅%", "type": "float", + "default": 3.0, "min": 1.0, "max": 10.0, "step": 0.5}, + ], + "scoring": {"turnover_rate": 0.4, "change_pct": 0.3, "momentum_5d": 0.3}, + "order_by": "score", + "descending": True, + "limit": 50, +} + +ENTRY_SIGNALS = ["signal_volume_surge"] +EXIT_SIGNALS = ["signal_ma20_breakdown"] +STOP_LOSS = -0.05 +MAX_HOLD_DAYS = 10 +ALERTS = [] + + +def filter(df: pl.DataFrame, params: dict) -> pl.Expr: + min_to = params.get("min_turnover", 5.0) / 100.0 + min_chg = params.get("min_change", 3.0) / 100.0 + return ( + (pl.col("turnover_rate") > min_to) + & (pl.col("change_pct") > min_chg) + ) diff --git a/backend/app/strategy/builtin/limit_up_momentum.py b/backend/app/strategy/builtin/limit_up_momentum.py new file mode 100644 index 0000000..65afe29 --- /dev/null +++ b/backend/app/strategy/builtin/limit_up_momentum.py @@ -0,0 +1,34 @@ +"""连板接力 — 近2日涨停且今日涨幅 > 5%, 连板股追踪""" +import polars as pl + +META = { + "id": "limit_up_momentum", + "name": "连板接力", + "description": "连板股 + 今日涨幅 > 5%, 连板接力追踪", + "tags": ["涨停", "连板", "接力"], + "params": [ + {"id": "min_change", "label": "最低涨幅%", "type": "float", + "default": 5.0, "min": 2.0, "max": 15.0, "step": 0.5}, + {"id": "min_boards", "label": "最少连板", "type": "int", + "default": 1, "min": 1, "max": 10, "step": 1}, + ], + "scoring": {"consecutive_limit_ups": 0.4, "change_pct": 0.3, "amount": 0.3}, + "order_by": "score", + "descending": True, + "limit": 50, +} + +ENTRY_SIGNALS = ["signal_limit_up"] +EXIT_SIGNALS = [] +STOP_LOSS = -0.05 +MAX_HOLD_DAYS = 5 +ALERTS = [] + + +def filter(df: pl.DataFrame, params: dict) -> pl.Expr: + min_chg = params.get("min_change", 5.0) / 100.0 + min_boards = params.get("min_boards", 1) + return ( + (pl.col("change_pct") > min_chg) + & (pl.col("consecutive_limit_ups") >= min_boards) + ) diff --git a/backend/app/strategy/builtin/low_volatility_leader.py b/backend/app/strategy/builtin/low_volatility_leader.py new file mode 100644 index 0000000..f32a3a8 --- /dev/null +++ b/backend/app/strategy/builtin/low_volatility_leader.py @@ -0,0 +1,32 @@ +"""低波动龙头 — 正动量 + 低波动 + MA20上方""" +import polars as pl + +META = { + "id": "low_volatility_leader", + "name": "低波动龙头", + "description": "20日动量为正 + 年化波动 < 30% + MA20上方", + "tags": ["低波动", "龙头"], + "params": [ + {"id": "vol_max", "label": "最大年化波动", "type": "float", + "default": 0.30, "min": 0.05, "max": 1.0, "step": 0.01}, + ], + "scoring": {"momentum_60d": 0.4, "momentum_20d": 0.3, "turnover_rate": 0.3}, + "order_by": "score", + "descending": True, + "limit": 100, +} + +ENTRY_SIGNALS = ["signal_ma20_breakout"] +EXIT_SIGNALS = ["signal_ma20_breakdown"] +STOP_LOSS = -0.05 +MAX_HOLD_DAYS = 30 +ALERTS = [] + + +def filter(df: pl.DataFrame, params: dict) -> pl.Expr: + vol_max = params.get("vol_max", 0.30) + return ( + (pl.col("momentum_20d") > 0) + & (pl.col("annual_vol_20d") < vol_max) + & (pl.col("close") > pl.col("ma20")) + ) diff --git a/backend/app/strategy/builtin/ma_golden_cross.py b/backend/app/strategy/builtin/ma_golden_cross.py new file mode 100644 index 0000000..81b81fb --- /dev/null +++ b/backend/app/strategy/builtin/ma_golden_cross.py @@ -0,0 +1,32 @@ +"""MA金叉 — MA5上穿MA20 + 量能配合 + MA60上方""" +import polars as pl + +META = { + "id": "ma_golden_cross", + "name": "MA 金叉", + "description": "MA5上穿MA20当日触发, 量能配合", + "tags": ["均线", "金叉"], + "params": [ + {"id": "vol_ratio_min", "label": "最低量比", "type": "float", + "default": 1.2, "min": 0.5, "max": 5.0, "step": 0.1}, + ], + "scoring": {"momentum_20d": 0.5, "vol_ratio_5d": 0.3, "change_pct": 0.2}, + "order_by": "score", + "descending": True, + "limit": 100, +} + +ENTRY_SIGNALS = ["signal_ma_golden_5_20"] +EXIT_SIGNALS = ["signal_ma_dead_5_20"] +STOP_LOSS = -0.06 +MAX_HOLD_DAYS = 15 +ALERTS = [] + + +def filter(df: pl.DataFrame, params: dict) -> pl.Expr: + vol_min = params.get("vol_ratio_min", 1.2) + return ( + pl.col("signal_ma_golden_5_20").fill_null(False) + & (pl.col("vol_ratio_5d") >= vol_min) + & (pl.col("close") > pl.col("ma60")) + ) diff --git a/backend/app/strategy/builtin/macd_golden.py b/backend/app/strategy/builtin/macd_golden.py new file mode 100644 index 0000000..2ea8006 --- /dev/null +++ b/backend/app/strategy/builtin/macd_golden.py @@ -0,0 +1,31 @@ +"""MACD金叉放量 — MACD金叉当日 + 量能放大""" +import polars as pl + +META = { + "id": "macd_golden", + "name": "MACD 金叉放量", + "description": "MACD金叉当日 + 量能放大", + "tags": ["MACD", "金叉", "放量"], + "params": [ + {"id": "vol_ratio_min", "label": "最低量比", "type": "float", + "default": 1.5, "min": 0.5, "max": 5.0, "step": 0.1}, + ], + "scoring": {"momentum_60d": 0.4, "vol_ratio_5d": 0.3, "change_pct": 0.3}, + "order_by": "score", + "descending": True, + "limit": 100, +} + +ENTRY_SIGNALS = ["signal_macd_golden"] +EXIT_SIGNALS = ["signal_macd_dead"] +STOP_LOSS = -0.07 +MAX_HOLD_DAYS = 20 +ALERTS = [] + + +def filter(df: pl.DataFrame, params: dict) -> pl.Expr: + vol_min = params.get("vol_ratio_min", 1.5) + return ( + pl.col("signal_macd_golden").fill_null(False) + & (pl.col("vol_ratio_5d") >= vol_min) + ) diff --git a/backend/app/strategy/builtin/n_day_low_reversal.py b/backend/app/strategy/builtin/n_day_low_reversal.py new file mode 100644 index 0000000..11219c2 --- /dev/null +++ b/backend/app/strategy/builtin/n_day_low_reversal.py @@ -0,0 +1,32 @@ +"""新低反转 — 60日新低后收阳放量""" +import polars as pl + +META = { + "id": "n_day_low_reversal", + "name": "新低反转", + "description": "触及60日新低后当日收阳放量, 反转信号", + "tags": ["反转", "新低"], + "params": [ + {"id": "vol_ratio_min", "label": "最低量比", "type": "float", + "default": 1.5, "min": 0.5, "max": 5.0, "step": 0.1}, + ], + "scoring": {"change_pct": 0.4, "vol_ratio_5d": 0.3, "momentum_5d": 0.3}, + "order_by": "score", + "descending": True, + "limit": 100, +} + +ENTRY_SIGNALS = ["signal_n_day_low"] +EXIT_SIGNALS = ["signal_ma20_breakdown"] +STOP_LOSS = -0.06 +MAX_HOLD_DAYS = 15 +ALERTS = [] + + +def filter(df: pl.DataFrame, params: dict) -> pl.Expr: + vol_min = params.get("vol_ratio_min", 1.5) + return ( + pl.col("signal_n_day_low").fill_null(False) + & (pl.col("close") > pl.col("open")) + & (pl.col("vol_ratio_5d") >= vol_min) + ) diff --git a/backend/app/strategy/builtin/near_limit_up.py b/backend/app/strategy/builtin/near_limit_up.py new file mode 100644 index 0000000..4442e06 --- /dev/null +++ b/backend/app/strategy/builtin/near_limit_up.py @@ -0,0 +1,55 @@ +"""逼近涨停 — 涨幅 > 7% 且距涨停 < 3%, 盘后选股""" +import polars as pl + + +def _limit_pct() -> pl.Expr: + """根据板块和 ST 动态计算涨跌幅限制 (小数)。 + 创业板(300/301)/科创板(688): 20% + 北交所(.BJ): 30% + ST: 5% + 主板: 10% + """ + is_st = pl.col("name").str.contains("(?i)ST").fill_null(False) + is_cyb = pl.col("symbol").str.starts_with("300") | pl.col("symbol").str.starts_with("301") + is_kcb = pl.col("symbol").str.starts_with("688") + is_bj = pl.col("symbol").str.contains(r"\.BJ$") + return ( + pl.when(is_st).then(0.05) + .when(is_cyb | is_kcb).then(0.20) + .when(is_bj).then(0.30) + .otherwise(0.10) + ) + + +META = { + "id": "near_limit_up", + "name": "逼近涨停", + "description": "涨幅 > 7% 且距涨停 < 3%, 追涨信号", + "tags": ["涨停", "追涨"], + "params": [ + {"id": "min_change", "label": "最低涨幅%", "type": "float", + "default": 7.0, "min": 3.0, "max": 15.0, "step": 1.0}, + {"id": "limit_gap", "label": "距涨停空间%", "type": "float", + "default": 3.0, "min": 1.0, "max": 10.0, "step": 0.5}, + ], + "scoring": {"change_pct": 0.5, "amount": 0.3, "momentum_5d": 0.2}, + "order_by": "score", + "descending": True, + "limit": 50, +} + +ENTRY_SIGNALS = [] +EXIT_SIGNALS = ["signal_ma20_breakdown"] +STOP_LOSS = -0.05 +MAX_HOLD_DAYS = 5 +ALERTS = [] + + +def filter(df: pl.DataFrame, params: dict) -> pl.Expr: + min_chg = params.get("min_change", 7.0) / 100.0 + gap = params.get("limit_gap", 3.0) / 100.0 + lp = _limit_pct() + return ( + (pl.col("change_pct") > min_chg) + & (pl.col("change_pct") < lp - gap) + ) diff --git a/backend/app/strategy/builtin/oversold_bounce.py b/backend/app/strategy/builtin/oversold_bounce.py new file mode 100644 index 0000000..8adc124 --- /dev/null +++ b/backend/app/strategy/builtin/oversold_bounce.py @@ -0,0 +1,37 @@ +"""超跌反弹 — RSI14 < 30 + 收阳 + 放量""" +import polars as pl + +META = { + "id": "oversold_bounce", + "name": "超跌反弹", + "description": "RSI14 < 30超卖区 + 当日收阳 + 放量, 抄底信号", + "tags": ["超跌", "反弹", "RSI"], + "params": [ + {"id": "rsi_max", "label": "RSI上限", "type": "float", + "default": 30.0, "min": 10.0, "max": 50.0, "step": 1.0}, + {"id": "vol_ratio_min", "label": "最低量比", "type": "float", + "default": 1.2, "min": 0.5, "max": 5.0, "step": 0.1}, + ], + "scoring": {"change_pct": 0.3, "vol_ratio_5d": 0.3, "momentum_5d": 0.2, "rsi_14": 0.2}, + "order_by": "score", + "descending": True, + "limit": 100, +} + +ENTRY_SIGNALS = [] +EXIT_SIGNALS = ["signal_ma20_breakdown"] +STOP_LOSS = -0.05 +MAX_HOLD_DAYS = 15 +ALERTS = [ + {"field": "rsi_14", "op": "<", "value": 25, "message": "RSI极度超卖"}, +] + + +def filter(df: pl.DataFrame, params: dict) -> pl.Expr: + rsi_max = params.get("rsi_max", 30.0) + vol_min = params.get("vol_ratio_min", 1.2) + return ( + (pl.col("rsi_14") < rsi_max) + & (pl.col("close") > pl.col("open")) + & (pl.col("vol_ratio_5d") >= vol_min) + ) diff --git a/backend/app/strategy/builtin/oversold_reversal.py b/backend/app/strategy/builtin/oversold_reversal.py new file mode 100644 index 0000000..ba31a6b --- /dev/null +++ b/backend/app/strategy/builtin/oversold_reversal.py @@ -0,0 +1,37 @@ +"""超跌反弹 — RSI14 < 30 + 涨幅 > 1% + 站上 MA5, 超卖反弹信号""" +import polars as pl + +META = { + "id": "oversold_reversal", + "name": "超跌反转", + "description": "RSI14 < 30超卖 + 涨幅 > 1% + 站上MA5, 超卖反转信号", + "tags": ["超跌", "反弹", "RSI"], + "params": [ + {"id": "rsi_max", "label": "RSI上限", "type": "float", + "default": 30.0, "min": 10.0, "max": 50.0, "step": 1.0}, + {"id": "min_change", "label": "最低涨幅%", "type": "float", + "default": 1.0, "min": 0.5, "max": 5.0, "step": 0.5}, + ], + "scoring": {"change_pct": 0.4, "rsi_14": 0.3, "vol_ratio_5d": 0.3}, + "order_by": "score", + "descending": True, + "limit": 50, +} + +ENTRY_SIGNALS = [] +EXIT_SIGNALS = ["signal_ma20_breakdown"] +STOP_LOSS = -0.05 +MAX_HOLD_DAYS = 15 +ALERTS = [ + {"field": "rsi_14", "op": "<", "value": 25, "message": "RSI极度超卖"}, +] + + +def filter(df: pl.DataFrame, params: dict) -> pl.Expr: + rsi_max = params.get("rsi_max", 30.0) + min_chg = params.get("min_change", 1.0) / 100.0 + return ( + (pl.col("rsi_14") < rsi_max) + & (pl.col("change_pct") > min_chg) + & (pl.col("close") > pl.col("ma5")) + ) diff --git a/backend/app/strategy/builtin/pullback_ma20_bounce.py b/backend/app/strategy/builtin/pullback_ma20_bounce.py new file mode 100644 index 0000000..9c56adb --- /dev/null +++ b/backend/app/strategy/builtin/pullback_ma20_bounce.py @@ -0,0 +1,34 @@ +"""均线回踩反弹 — 价格在 MA20 附近(±2%)且 MA 多头排列, 回踩买入""" +import polars as pl + +META = { + "id": "pullback_ma20_bounce", + "name": "均线回踩反弹", + "description": "价格在MA20附近(±2%)且MA5>MA20>MA60多头排列, 回踩买入", + "tags": ["回踩", "均线", "反弹"], + "params": [ + {"id": "ma_proximity", "label": "MA偏离度%", "type": "float", + "default": 2.0, "min": 0.5, "max": 5.0, "step": 0.5}, + ], + "scoring": {"momentum_60d": 0.4, "change_pct": 0.3, "momentum_20d": 0.3}, + "order_by": "score", + "descending": True, + "limit": 50, +} + +ENTRY_SIGNALS = ["signal_ma_golden_5_20"] +EXIT_SIGNALS = ["signal_ma20_breakdown", "signal_ma_dead_5_20"] +STOP_LOSS = -0.05 +MAX_HOLD_DAYS = 15 +ALERTS = [] + + +def filter(df: pl.DataFrame, params: dict) -> pl.Expr: + proximity = params.get("ma_proximity", 2.0) / 100.0 + return ( + (pl.col("close") > pl.col("ma20") * (1 - proximity)) + & (pl.col("close") < pl.col("ma20") * (1 + proximity)) + & (pl.col("ma5") > pl.col("ma20")) + & (pl.col("ma20") > pl.col("ma60")) + & (pl.col("change_pct") > 0) + ) diff --git a/backend/app/strategy/builtin/pullback_to_support.py b/backend/app/strategy/builtin/pullback_to_support.py new file mode 100644 index 0000000..36fc51a --- /dev/null +++ b/backend/app/strategy/builtin/pullback_to_support.py @@ -0,0 +1,37 @@ +"""缩量回踩 — 回踩MA20附近 + 缩量 + 中期趋势向上""" +import polars as pl + +META = { + "id": "pullback_to_support", + "name": "缩量回踩", + "description": "回踩MA20附近 + 缩量 + 中期趋势向上", + "tags": ["回踩", "支撑"], + "params": [ + {"id": "ma_proximity", "label": "均线偏离度", "type": "float", + "default": 0.02, "min": 0.01, "max": 0.05, "step": 0.005}, + {"id": "vol_ratio_max", "label": "最大量比", "type": "float", + "default": 0.8, "min": 0.2, "max": 1.5, "step": 0.1}, + ], + "scoring": {"momentum_60d": 0.4, "momentum_20d": 0.3, "turnover_rate": 0.3}, + "order_by": "score", + "descending": True, + "limit": 100, +} + +ENTRY_SIGNALS = ["signal_ma_golden_5_20"] +EXIT_SIGNALS = ["signal_ma20_breakdown"] +STOP_LOSS = -0.05 +MAX_HOLD_DAYS = 20 +ALERTS = [] + + +def filter(df: pl.DataFrame, params: dict) -> pl.Expr: + proximity = params.get("ma_proximity", 0.02) + vol_max = params.get("vol_ratio_max", 0.8) + return ( + (pl.col("close") > pl.col("ma20") * (1 - proximity)) + & (pl.col("close") < pl.col("ma20") * (1 + proximity)) + & (pl.col("vol_ratio_5d") < vol_max) + & (pl.col("close") > pl.col("ma60")) + & (pl.col("momentum_20d") > 0) + ) diff --git a/backend/app/strategy/builtin/strong_open.py b/backend/app/strategy/builtin/strong_open.py new file mode 100644 index 0000000..918842b --- /dev/null +++ b/backend/app/strategy/builtin/strong_open.py @@ -0,0 +1,35 @@ +"""强势高开 — 高开 > 3% 且保持上涨, 集合竞价强势""" +import polars as pl + +META = { + "id": "strong_open", + "name": "强势高开", + "description": "高开 > 3% 且收盘高于开盘价, 集合竞价强势", + "tags": ["高开", "强势"], + "params": [ + {"id": "min_open_gap", "label": "最低高开%", "type": "float", + "default": 3.0, "min": 1.0, "max": 10.0, "step": 0.5}, + {"id": "min_change", "label": "最低涨幅%", "type": "float", + "default": 3.0, "min": 1.0, "max": 10.0, "step": 0.5}, + ], + "scoring": {"change_pct": 0.4, "amplitude": 0.2, "amount": 0.4}, + "order_by": "score", + "descending": True, + "limit": 50, +} + +ENTRY_SIGNALS = [] +EXIT_SIGNALS = ["signal_ma20_breakdown"] +STOP_LOSS = -0.05 +MAX_HOLD_DAYS = 10 +ALERTS = [] + + +def filter(df: pl.DataFrame, params: dict) -> pl.Expr: + min_gap = params.get("min_open_gap", 3.0) / 100.0 + min_chg = params.get("min_change", 3.0) / 100.0 + return ( + (pl.col("open") > pl.col("prev_close") * (1 + min_gap)) + & (pl.col("close") > pl.col("open")) + & (pl.col("change_pct") > min_chg) + ) diff --git a/backend/app/strategy/builtin/trend_breakout.py b/backend/app/strategy/builtin/trend_breakout.py new file mode 100644 index 0000000..eb95cca --- /dev/null +++ b/backend/app/strategy/builtin/trend_breakout.py @@ -0,0 +1,42 @@ +"""趋势突破 — MA60上方 + 60日新高 + 放量""" +import polars as pl + +META = { + "id": "trend_breakout", + "name": "趋势突破", + "description": "MA60上方 + 60日新高 + 量能 ≥ 2倍均量", + "tags": ["趋势", "突破", "放量"], + "basic_filter": { + "price_min": 5, + "price_max": 200, + "market_cap_min": 20e8, + "amount_min": 1e8, + "exclude_st": True, + "exclude_new_days": 60, + }, + "params": [ + {"id": "vol_ratio_min", "label": "最低量比", "type": "float", + "default": 2.0, "min": 0.5, "max": 10.0, "step": 0.1}, + ], + "scoring": {"momentum_60d": 0.4, "vol_ratio_5d": 0.3, "change_pct": 0.3}, + "order_by": "score", + "descending": True, + "limit": 100, +} + +ENTRY_SIGNALS = ["signal_n_day_high"] +EXIT_SIGNALS = ["signal_ma20_breakdown"] +STOP_LOSS = -0.08 +MAX_HOLD_DAYS = 20 +ALERTS = [ + {"field": "signal_volume_surge", "message": "放量异动"}, +] + + +def filter(df: pl.DataFrame, params: dict) -> pl.Expr: + vol_min = params.get("vol_ratio_min", 2.0) + return ( + (pl.col("close") > pl.col("ma60")) + & pl.col("signal_n_day_high").fill_null(False) + & (pl.col("vol_ratio_5d") >= vol_min) + ) diff --git a/backend/app/strategy/builtin/volume_price_surge.py b/backend/app/strategy/builtin/volume_price_surge.py new file mode 100644 index 0000000..c3573e4 --- /dev/null +++ b/backend/app/strategy/builtin/volume_price_surge.py @@ -0,0 +1,32 @@ +"""量价齐升 — 突破MA20 + 放量 + 收阳""" +import polars as pl + +META = { + "id": "volume_price_surge", + "name": "量价齐升", + "description": "突破MA20 + 放量 + 收阳", + "tags": ["量价", "突破"], + "params": [ + {"id": "vol_ratio_min", "label": "最低量比", "type": "float", + "default": 2.0, "min": 0.5, "max": 10.0, "step": 0.1}, + ], + "scoring": {"vol_ratio_5d": 0.4, "change_pct": 0.3, "momentum_20d": 0.3}, + "order_by": "score", + "descending": True, + "limit": 100, +} + +ENTRY_SIGNALS = ["signal_ma20_breakout"] +EXIT_SIGNALS = ["signal_ma20_breakdown"] +STOP_LOSS = -0.06 +MAX_HOLD_DAYS = 15 +ALERTS = [] + + +def filter(df: pl.DataFrame, params: dict) -> pl.Expr: + vol_min = params.get("vol_ratio_min", 2.0) + return ( + pl.col("signal_ma20_breakout").fill_null(False) + & (pl.col("vol_ratio_5d") >= vol_min) + & (pl.col("close") > pl.col("open")) + ) diff --git a/backend/app/strategy/config.py b/backend/app/strategy/config.py new file mode 100644 index 0000000..3c594f7 --- /dev/null +++ b/backend/app/strategy/config.py @@ -0,0 +1,71 @@ +"""策略配置持久化 — 读写用户覆盖值。 + +职责: 将每个策略的用户定制设置（基础参数、策略参数、评分、买卖信号）持久化到 JSON。 +不知道: 引擎、AI、前端、回测。 +存储: data/user_data/strategy_overrides/{strategy_id}.json +""" +from __future__ import annotations + +import json +import logging +from pathlib import Path + +logger = logging.getLogger(__name__) + + +def _overrides_dir(data_dir: Path) -> Path: + d = data_dir / "user_data" / "strategy_overrides" + d.mkdir(parents=True, exist_ok=True) + return d + + +def _path(data_dir: Path, strategy_id: str) -> Path: + return _overrides_dir(data_dir) / f"{strategy_id}.json" + + +def load_override(data_dir: Path, strategy_id: str) -> dict: + """读取策略的用户覆盖配置，不存在返回空 dict""" + p = _path(data_dir, strategy_id) + if not p.exists(): + return {} + try: + data = json.loads(p.read_text(encoding="utf-8")) + # 清理 basic_filter 中值为 None/空的键（避免固化无意义的空值） + bf = data.get("basic_filter") + if isinstance(bf, dict): + cleaned = {k: v for k, v in bf.items() if v is not None} + if cleaned: + data["basic_filter"] = cleaned + else: + del data["basic_filter"] + return data + except Exception as e: + logger.warning("load override %s failed: %s", strategy_id, e) + return {} + + +def save_override(data_dir: Path, strategy_id: str, overrides: dict) -> None: + """保存策略的用户覆盖配置（全量覆盖写）""" + p = _path(data_dir, strategy_id) + p.parent.mkdir(parents=True, exist_ok=True) + p.write_text(json.dumps(overrides, ensure_ascii=False, indent=2), encoding="utf-8") + + +def delete_override(data_dir: Path, strategy_id: str) -> None: + """删除策略的用户覆盖配置（重置为默认值）""" + p = _path(data_dir, strategy_id) + if p.exists(): + p.unlink() + + +def list_overrides(data_dir: Path) -> dict[str, dict]: + """返回所有策略的覆盖配置 {strategy_id: overrides}""" + d = _overrides_dir(data_dir) + result: dict[str, dict] = {} + for f in d.glob("*.json"): + try: + sid = f.stem + result[sid] = json.loads(f.read_text(encoding="utf-8")) + except Exception: + continue + return result diff --git a/backend/app/strategy/custom_signals.py b/backend/app/strategy/custom_signals.py new file mode 100644 index 0000000..cc05a83 --- /dev/null +++ b/backend/app/strategy/custom_signals.py @@ -0,0 +1,207 @@ +"""自定义信号 — 用户用「字段 + 运算符 + 值」组合出的布尔信号。 + +职责: + - 从 data/user_data/custom_signals/*.json 加载信号定义 + - 把每个信号的 conditions 编译成一条 Polars 布尔表达式（AND 组合） + - 供 pipeline 在 compute_signals / compute_enriched_today 末尾注入为列 + +不知道: 引擎、AI、API、回测、监控。纯函数 + 模块级缓存。 + +设计: + - 信号列名加前缀 ``csg_`` 避免与内置 ``signal_`` 列冲突。 + - 回测/选股/监控都按列名找信号，因此注入列后零特殊处理即可三处生效。 + - 字段白名单 + 固定运算符集，杜绝任意表达式注入。 + - 第一版只支持 AND（多条件同时满足）。 +""" +from __future__ import annotations + +import json +import logging +import re +from pathlib import Path + +import polars as pl + +logger = logging.getLogger(__name__) + +# ── 常量 ──────────────────────────────────────────────── +PREFIX = "csg_" # 自定义信号列名前缀 +ID_RE = re.compile(r"^[a-z0-9_]{1,40}$") +OPS = {">", ">=", "<", "<=", "==", "!="} + +# 字段白名单：只允许这些列出现在条件里（防注入）。均为数值型。 +# 与 ENRICHED_COLUMNS 的数值列保持一致，排除 symbol/date/name 等非数值列。 +ALLOWED_FIELDS: frozenset[str] = frozenset({ + # 行情 + "open", "high", "low", "close", "volume", "amount", "turnover_rate", + "consecutive_limit_ups", "consecutive_limit_downs", + # 基础 + "prev_close", "change_pct", "change_amount", "amplitude", + # 均线 / 指数均线 + "ma5", "ma10", "ma20", "ma30", "ma60", + "ema5", "ema10", "ema20", "ema30", "ema60", + # MACD / BOLL / KDJ / ATR + "macd_dif", "macd_dea", "macd_hist", + "boll_upper", "boll_lower", + "kdj_k", "kdj_d", "kdj_j", + "atr_14", + # 量价 / 极值 / 动量 / 波动率 / RSI + "vol_ma5", "vol_ma10", "vol_ratio_5d", + "high_60d", "low_60d", + "momentum_5d", "momentum_10d", "momentum_20d", "momentum_30d", "momentum_60d", + "annual_vol_20d", + "rsi_6", "rsi_14", "rsi_24", +}) + +# 运算符 → Polars 表达式构造器（输入 col_expr, value） +_OP_BUILDERS = { + ">": lambda c, v: c > v, + ">=": lambda c, v: c >= v, + "<": lambda c, v: c < v, + "<=": lambda c, v: c <= v, + "==": lambda c, v: c == v, + "!=": lambda c, v: c != v, +} + + +# ── 持久化（镜像 strategy/config.py 的写法）────────────── +def _dir(data_dir: Path) -> Path: + d = data_dir / "user_data" / "custom_signals" + d.mkdir(parents=True, exist_ok=True) + return d + + +def _path(data_dir: Path, signal_id: str) -> Path: + return _dir(data_dir) / f"{signal_id}.json" + + +def load_all(data_dir: Path) -> list[dict]: + """读取全部自定义信号定义。损坏的文件被跳过。""" + d = _dir(data_dir) + out: list[dict] = [] + for f in sorted(d.glob("*.json")): + try: + out.append(json.loads(f.read_text(encoding="utf-8"))) + except Exception as e: + logger.warning("custom signal load failed %s: %s", f.name, e) + return out + + +def save_one(data_dir: Path, sig: dict) -> None: + p = _path(data_dir, sig["id"]) + p.parent.mkdir(parents=True, exist_ok=True) + p.write_text(json.dumps(sig, ensure_ascii=False, indent=2), encoding="utf-8") + + +def delete_one(data_dir: Path, signal_id: str) -> bool: + p = _path(data_dir, signal_id) + if p.exists(): + p.unlink() + return True + return False + + +# ── 校验 ──────────────────────────────────────────────── +def _parse_right(right: str) -> tuple[str, object]: + """解析右值。返回 ('field', colname) 或 ('const', float)。""" + if isinstance(right, (int, float)): + return ("const", float(right)) + if not isinstance(right, str): + raise ValueError(f"非法右值: {right!r}") + if right.startswith("field:"): + col = right[len("field:"):] + if col not in ALLOWED_FIELDS: + raise ValueError(f"右值字段不在白名单: {col}") + return ("field", col) + # 纯数字 + try: + return ("const", float(right)) + except ValueError: + raise ValueError(f"非法右值（应为 field:xxx 或数字）: {right!r}") + + +def validate(sig: dict) -> None: + """校验一个信号定义，非法则抛 ValueError（含中文信息）。""" + sid = sig.get("id", "") + if not isinstance(sid, str) or not ID_RE.match(sid): + raise ValueError(f"信号 id 非法（仅小写字母数字下划线，1-40字符）: {sid!r}") + if not isinstance(sig.get("name"), str) or not sig["name"].strip(): + raise ValueError("信号 name 不能为空") + if sig.get("kind") not in ("entry", "exit", "both"): + raise ValueError("kind 必须是 entry / exit / both") + conds = sig.get("conditions") + if not isinstance(conds, list) or len(conds) == 0: + raise ValueError("conditions 不能为空") + if len(conds) > 8: + raise ValueError("conditions 最多 8 条") + for i, c in enumerate(conds): + if not isinstance(c, dict): + raise ValueError(f"第 {i+1} 个条件格式错误") + left = c.get("left", "") + if left not in ALLOWED_FIELDS: + raise ValueError(f"第 {i+1} 个条件: 字段 {left!r} 不在白名单") + if c.get("op") not in OPS: + raise ValueError(f"第 {i+1} 个条件: 运算符 {c.get('op')!r} 非法") + _parse_right(c.get("right")) # 会校验右值字段/数字 + + +# ── 编译为 Polars 表达式 ───────────────────────────────── +def column_name(signal_id: str) -> str: + """信号 id → DataFrame 列名（加前缀）。""" + return f"{PREFIX}{signal_id}" + + +def build_expressions(signals: list[dict]) -> dict[str, pl.Expr]: + """把多个自定义信号编译成 {column_name: pl.Expr}。 + + - 只处理 enabled != False 的信号。 + - 单个信号内多条件用 ``&`` 串联（AND）。 + - 编译失败的信号被跳过并告警（不影响其它信号）。 + """ + out: dict[str, pl.Expr] = {} + for sig in signals: + if sig.get("enabled") is False: + continue + try: + conds = sig["conditions"] + col_name = column_name(sig["id"]) + parts: list[pl.Expr] = [] + for c in conds: + left = c["left"] + op = c["op"] + kind, val = _parse_right(c["right"]) + right_expr = pl.col(val) if kind == "field" else val + parts.append(_OP_BUILDERS[op](pl.col(left), right_expr)) + combined = parts[0] + for p in parts[1:]: + combined = combined & p + out[col_name] = combined + except Exception as e: + logger.warning("custom signal compile failed %s: %s", sig.get("id"), e) + return out + + +def inject(df: pl.DataFrame, exprs: dict[str, pl.Expr]) -> pl.DataFrame: + """把编译好的信号表达式作为列加入 df。仅添加 df 已含其依赖列的信号。""" + if df.is_empty() or not exprs: + return df + cols = set(df.columns) + add: dict[str, pl.Expr] = {} + for name, expr in exprs.items(): + # 提取该表达式引用的所有字段列，缺失则跳过（避免运行时报错） + needed = _expr_root_columns(expr) + if needed.issubset(cols): + add[name] = expr + if add: + df = df.with_columns([e.alias(n) for n, e in add.items()]) + return df + + +def _expr_root_columns(expr: pl.Expr) -> set[str]: + """尽力提取表达式里出现的列名。失败则返回空集（保守跳过）。""" + try: + # Polars 的 meta.root_names() 返回表达式引用的根列名 + names = expr.meta.root_names() + return set(names) + except Exception: + return set() diff --git a/backend/app/strategy/engine.py b/backend/app/strategy/engine.py new file mode 100644 index 0000000..67ef2ad --- /dev/null +++ b/backend/app/strategy/engine.py @@ -0,0 +1,453 @@ +"""策略引擎 — 加载、执行、评分。 + +职责: 从文件系统加载策略 Python 模块，执行两阶段过滤(基础+策略)， + 通用评分排序。 +不知道: AI、API、前端、配置持久化、回测。 +""" +from __future__ import annotations + +import importlib.util +import logging +import time +from dataclasses import dataclass, field +from datetime import date +from pathlib import Path +from typing import Any, Callable + +import polars as pl + +logger = logging.getLogger(__name__) + +# 引擎级默认基础过滤 — 策略未定义 BASIC_FILTER 时兜底 +DEFAULT_BASIC_FILTER: dict = { + "price_min": 3, + "price_max": 300, + "market_cap_min": 10e8, + "float_cap_min": None, + "float_cap_max": None, + "amount_min": 0.2e8, + "amount_max": None, + "turnover_min": None, + "turnover_max": None, + "exclude_st": True, + "exclude_new_days": 30, + "boards": ["沪主板", "深主板", "创业板", "科创板", "北交所"], +} + + +@dataclass +class StrategyDef: + """加载后的策略定义（只读数据 + filter 函数引用）""" + meta: dict + basic_filter: dict + entry_signals: list[str] + exit_signals: list[str] + stop_loss: float | None + trailing_stop: float | None + trailing_take_profit_activate: float | None + trailing_take_profit_drawdown: float | None + max_hold_days: int | None + alerts: list[dict] + filter_fn: Callable[[pl.DataFrame, dict], pl.Expr] | None + filter_history_fn: Callable[[pl.DataFrame, dict], pl.DataFrame] | None + lookback_days: int + source: str # "builtin" | "custom" | "ai" + file_path: Path | None = None + + +@dataclass +class StrategyResult: + """策略执行结果""" + as_of: date + strategy_id: str + rows: list[dict] = field(default_factory=list) + total: int = 0 + elapsed_ms: float = 0.0 + scores: dict[str, float] = field(default_factory=dict) + + +class StrategyEngine: + """策略引擎 — 策略加载 + 执行 + 评分""" + + def __init__(self, enriched_loader: Callable[[date], pl.DataFrame], + enriched_history_loader: Callable[[date, int], pl.DataFrame] | None = None, + strategy_dirs: list[Path] | None = None): + """ + Args: + enriched_loader: (date) -> pl.DataFrame, 加载指定日期的 enriched 数据 + strategy_dirs: 策略文件搜索目录列表 + """ + self._loader = enriched_loader + self._history_loader = enriched_history_loader + self._strategies: dict[str, StrategyDef] = {} + self._strategy_dirs = strategy_dirs or [] + self._load_all() + + # ================================================================ + # 加载 + # ================================================================ + + def _load_all(self) -> None: + self._strategies.clear() + for d in self._strategy_dirs: + if not d.exists(): + continue + for f in sorted(d.glob("*.py")): + if f.name.startswith("_"): + continue + try: + s = self._load_file(f) + self._strategies[s.meta["id"]] = s + logger.debug("loaded strategy: %s (%s)", s.meta["id"], s.source) + except Exception as e: + logger.warning("load strategy %s failed: %s", f.name, e) + + @staticmethod + def _load_file(path: Path) -> StrategyDef: + """从 Python 文件加载策略定义""" + spec = importlib.util.spec_from_file_location(path.stem, path) + if spec is None or spec.loader is None: + raise ValueError(f"cannot load module from {path}") + mod = importlib.util.module_from_spec(spec) + spec.loader.exec_module(mod) + + meta = getattr(mod, "META", {}) + meta.setdefault("id", path.stem) + meta.setdefault("name", path.stem) + meta.setdefault("description", "") + meta.setdefault("tags", []) + meta.setdefault("params", []) + meta.setdefault("scoring", {}) + meta.setdefault("order_by", "score") + meta.setdefault("descending", True) + meta.setdefault("limit", 100) + + # 合并默认基础过滤 + bf = {**DEFAULT_BASIC_FILTER} + strat_bf = getattr(mod, "BASIC_FILTER", None) + if strat_bf: + bf.update(strat_bf) + # meta 里的 basic_filter 也合并（优先级最高） + meta_bf = meta.get("basic_filter") + if meta_bf: + bf.update(meta_bf) + + source = "custom" + if "builtin" in str(path).replace("\\", "/"): + source = "builtin" + elif "/ai/" in str(path).replace("\\", "/") or "\\ai\\" in str(path): + source = "ai" + + return StrategyDef( + meta=meta, + basic_filter=bf, + entry_signals=getattr(mod, "ENTRY_SIGNALS", []), + exit_signals=getattr(mod, "EXIT_SIGNALS", []), + stop_loss=getattr(mod, "STOP_LOSS", None), + trailing_stop=getattr(mod, "TRAILING_STOP", None), + trailing_take_profit_activate=getattr(mod, "TRAILING_TAKE_PROFIT_ACTIVATE", None), + trailing_take_profit_drawdown=getattr(mod, "TRAILING_TAKE_PROFIT_DRAWDOWN", None), + max_hold_days=getattr(mod, "MAX_HOLD_DAYS", None), + alerts=getattr(mod, "ALERTS", []), + filter_fn=getattr(mod, "filter", None), + filter_history_fn=getattr(mod, "filter_history", None), + lookback_days=int(getattr(mod, "LOOKBACK_DAYS", meta.get("lookback_days", 1)) or 1), + source=source, + file_path=path, + ) + + def reload(self) -> None: + """热重载所有策略""" + self._load_all() + + # ================================================================ + # 查询 + # ================================================================ + + def list_strategies(self) -> list[dict]: + """返回所有策略的元信息""" + result = [] + for s in self._strategies.values(): + result.append({**s.meta, "source": s.source}) + return result + + def get(self, strategy_id: str) -> StrategyDef: + s = self._strategies.get(strategy_id) + if not s: + raise ValueError(f"unknown strategy: {strategy_id}") + return s + + def has(self, strategy_id: str) -> bool: + return strategy_id in self._strategies + + # ================================================================ + # 执行 + # ================================================================ + + def run( + self, + strategy_id: str, + as_of: date, + pool: list[str] | None = None, + params: dict | None = None, + overrides: dict | None = None, + precomputed: pl.DataFrame | None = None, + precomputed_history: pl.DataFrame | None = None, + ) -> StrategyResult: + """执行策略: 基础过滤 → 策略过滤 → 评分排序 + + Args: + strategy_id: 策略 ID + as_of: 选股日期 + pool: 限定股票池 + params: 策略参数 (用户在设置面板调的值) + overrides: 用户覆盖配置 (basic_filter/scoring/stop_loss 等) + precomputed: 已加载的 enriched 数据 (run_all 场景复用) + precomputed_history: 已加载的历史窗口数据 (run_all 场景复用) + """ + t0 = time.perf_counter() + + s = self.get(strategy_id) + params = params or {} + overrides = overrides or {} + + # 加载数据。普通策略只读目标日期；声明 filter_history 的策略读取历史窗口。 + if s.filter_history_fn: + if precomputed_history is not None and not precomputed_history.is_empty(): + df = precomputed_history + elif self._history_loader: + df = self._history_loader(as_of, max(1, s.lookback_days)) + else: + logger.warning("strategy %s requires history loader", strategy_id) + return StrategyResult(as_of=as_of, strategy_id=strategy_id) + if df.is_empty(): + return StrategyResult(as_of=as_of, strategy_id=strategy_id) + df = s.filter_history_fn(df, params) + if df.is_empty(): + return StrategyResult(as_of=as_of, strategy_id=strategy_id) + if "date" in df.columns: + df = df.filter(pl.col("date") == as_of) + elif precomputed is not None and not precomputed.is_empty(): + df = precomputed + else: + df = self._loader(as_of) + if df.is_empty(): + return StrategyResult(as_of=as_of, strategy_id=strategy_id) + + # 基础过滤: 策略默认 basic_filter 兜底, 用户 override 优先覆盖。 + # 这样策略文件里写的 exclude_st/price_min 等默认值即使前端没保存也能生效。 + bf = dict(s.basic_filter) if s.basic_filter else {} + if overrides and overrides.get("basic_filter"): + bf.update(overrides["basic_filter"]) + + # Stage 1: 基础过滤（enabled 默认开启; 显式 enabled=false 才跳过） + if bf and bf.get("enabled", True): + df = self._apply_basic_filter(df, bf) + + # Pool 过滤 + if pool: + df = df.filter(pl.col("symbol").is_in(pool)) + + # Stage 2: 策略过滤 + if s.filter_fn: + expr = s.filter_fn(df, params) + df = df.filter(expr) + + # Stage 3: 评分 + scoring = s.meta.get("scoring", {}) + scoring_overrides = overrides.get("scoring") + if scoring_overrides: + scoring = {**scoring, **scoring_overrides} + df = self._apply_scoring(df, scoring) + + # 排序 + 限制 + limit = s.meta.get("limit", 100) + order_desc = s.meta.get("descending", True) + if "score" in df.columns: + df = df.sort("score", descending=order_desc) + elif s.meta.get("order_by") and s.meta["order_by"] != "score": + ob = s.meta["order_by"] + if ob in df.columns: + df = df.sort(ob, descending=order_desc) + df = df.head(limit) + + # 输出 + rows = _sanitize(df.to_dicts()) + elapsed = (time.perf_counter() - t0) * 1000 + + scores: dict[str, float] = {} + if "score" in df.columns: + for r in df.iter_rows(named=True): + scores[r["symbol"]] = float(r.get("score") or 0) + + return StrategyResult( + as_of=as_of, + strategy_id=strategy_id, + rows=rows, + total=len(rows), + elapsed_ms=elapsed, + scores=scores, + ) + + def run_all(self, as_of: date, params_map: dict | None = None, + overrides_map: dict | None = None) -> dict[str, StrategyResult]: + """批量执行所有策略 (enriched 只加载一次，基础过滤按策略分组缓存，历史数据共享)""" + df = self._loader(as_of) + params_map = params_map or {} + overrides_map = overrides_map or {} + + # 历史策略: 找最大 lookback，一次加载共享 + history_strats = [(sid, s) for sid, s in self._strategies.items() if s.filter_history_fn] + if history_strats and self._history_loader: + max_lookback = max(s.lookback_days for _, s in history_strats) + shared_history = self._history_loader(as_of, max(1, max_lookback)) + else: + shared_history = None + + # 按 basic_filter hash 分组，避免重复过滤 + bf_cache: dict[str, pl.DataFrame] = {} + results: dict[str, StrategyResult] = {} + + for sid, strat in self._strategies.items(): + try: + bf_key = _dict_hash(strat.basic_filter) + if bf_key not in bf_cache: + if strat.basic_filter.get("enabled", True): + bf_cache[bf_key] = self._apply_basic_filter(df, strat.basic_filter) + else: + bf_cache[bf_key] = df + base = bf_cache[bf_key] + + # 从已过滤的 base 执行 (filter_history 策略使用共享历史) + results[sid] = self.run( + sid, as_of, + params=params_map.get(sid), + overrides=overrides_map.get(sid), + precomputed=base, + precomputed_history=shared_history, + ) + except Exception as e: + logger.warning("run strategy %s failed: %s", sid, e) + + return results + + # ================================================================ + # 内部: 基础过滤 + # ================================================================ + + @staticmethod + def _basic_filter_expr(df: pl.DataFrame, bf: dict) -> pl.Expr | None: + """构建基础过滤表达式。回测可复用为买入候选 mask，不删除行情行。""" + exprs: list[pl.Expr] = [] + if bf.get("price_min") is not None: + exprs.append(pl.col("close") >= bf["price_min"]) + if bf.get("price_max") is not None: + exprs.append(pl.col("close") <= bf["price_max"]) + if bf.get("market_cap_min") is not None and "total_shares" in df.columns: + exprs.append( + pl.col("close") * pl.col("total_shares") >= bf["market_cap_min"] + ) + if bf.get("market_cap_max") is not None and "total_shares" in df.columns: + exprs.append( + pl.col("close") * pl.col("total_shares") <= bf["market_cap_max"] + ) + # 流通市值 + if bf.get("float_cap_min") is not None and "float_shares" in df.columns: + exprs.append( + pl.col("close") * pl.col("float_shares") >= bf["float_cap_min"] + ) + if bf.get("float_cap_max") is not None and "float_shares" in df.columns: + exprs.append( + pl.col("close") * pl.col("float_shares") <= bf["float_cap_max"] + ) + if bf.get("amount_min") is not None: + exprs.append(pl.col("amount") >= bf["amount_min"]) + if bf.get("amount_max") is not None: + exprs.append(pl.col("amount") <= bf["amount_max"]) + # 换手率 + if bf.get("turnover_min") is not None and "turnover_rate" in df.columns: + exprs.append(pl.col("turnover_rate") >= bf["turnover_min"]) + if bf.get("turnover_max") is not None and "turnover_rate" in df.columns: + exprs.append(pl.col("turnover_rate") <= bf["turnover_max"]) + if bf.get("exclude_st") and "name" in df.columns: + exprs.append(~pl.col("name").str.contains("(?i)ST|\\*ST|退")) + # 板块过滤 + boards = bf.get("boards") + if boards and isinstance(boards, list) and len(boards) > 0: + board_exprs: list[pl.Expr] = [] + for b in boards: + if b == "沪主板": + board_exprs.append(pl.col("symbol").str.starts_with("60")) + elif b == "深主板": + board_exprs.append( + pl.col("symbol").str.starts_with("00") + | pl.col("symbol").str.starts_with("001") + ) + elif b == "创业板": + board_exprs.append( + pl.col("symbol").str.starts_with("300") + | pl.col("symbol").str.starts_with("301") + ) + elif b == "科创板": + board_exprs.append(pl.col("symbol").str.starts_with("688")) + elif b == "北交所": + board_exprs.append(pl.col("symbol").str.contains(r"\.BJ$")) + if board_exprs: + exprs.append(pl.any_horizontal(board_exprs)) + if exprs: + return pl.all_horizontal(exprs) + return None + + @staticmethod + def _apply_basic_filter(df: pl.DataFrame, bf: dict) -> pl.DataFrame: + """Stage 1: 基础参数过滤""" + expr = StrategyEngine._basic_filter_expr(df, bf) + if expr is not None: + return df.filter(expr) + return df + + # ================================================================ + # 内部: 评分 + # ================================================================ + + @staticmethod + def _apply_scoring(df: pl.DataFrame, weights: dict) -> pl.DataFrame: + """通用评分: min-max 归一化 → 加权求和 → 0~100 分""" + if not weights: + return df + total_weight = sum(weights.values()) + if total_weight <= 0: + return df + + score_parts: list[pl.Expr] = [] + for col, weight in weights.items(): + if col not in df.columns: + continue + w = weight / total_weight + col_min = pl.col(col).min() + col_range = pl.col(col).max() - col_min + normalized = pl.when(col_range > 0).then( + (pl.col(col) - col_min) / col_range + ).otherwise(pl.lit(0.5)) + score_parts.append(normalized * w) + + if not score_parts: + return df + + score_expr = score_parts[0] + for part in score_parts[1:]: + score_expr = score_expr + part + return df.with_columns((score_expr * 100).alias("score")) + + +def _sanitize(rows: list[dict]) -> list[dict]: + for r in rows: + for k, v in list(r.items()): + if isinstance(v, float) and (v != v or abs(v) == float("inf")): + r[k] = None + return rows + + +def _dict_hash(d: dict) -> str: + """用于 basic_filter 分组缓存""" + return str(sorted(d.items())) diff --git a/backend/app/strategy/monitor.py b/backend/app/strategy/monitor.py new file mode 100644 index 0000000..9b5b262 --- /dev/null +++ b/backend/app/strategy/monitor.py @@ -0,0 +1,204 @@ +"""策略实时监控 — 订阅行情更新，检查策略买卖信号和提醒条件。 + +职责: 接收实时行情 DataFrame → 检查监控中策略的信号/提醒 → 推送告警。 +不知道: 策略加载逻辑、AI、API、配置持久化、回测。 +依赖: 外部调用 on_quote_update() 传入实时数据。 +""" +from __future__ import annotations + +import logging +from dataclasses import dataclass, field +from typing import Any, Callable + +import polars as pl + +logger = logging.getLogger(__name__) + + +@dataclass +class StrategyAlert: + """策略告警""" + type: str # "entry" | "exit" | "alert" + strategy_id: str + symbol: str + name: str | None + message: str + price: float | None = None + change_pct: float | None = None + signals: list[str] = field(default_factory=list) + + +class StrategyMonitorService: + """策略实时监控服务""" + + def __init__(self, alert_handler: Callable[[StrategyAlert], None] | None = None): + """ + Args: + alert_handler: 告警回调 (如推 SSE) + """ + self._alert_handler = alert_handler + # strategy_id → 监控配置 + self._watching: dict[str, dict] = {} + + def start(self, strategy_id: str, config: dict) -> None: + """开始监控一个策略 + + config: { + "entry_signals": ["signal_n_day_high", ...], + "exit_signals": ["signal_ma20_breakdown", ...], + "alerts": [{"field": "rsi_14", "op": ">", "value": 80, "message": "..."}], + } + """ + self._watching[strategy_id] = config + logger.info("strategy monitor started: %s", strategy_id) + + def stop(self, strategy_id: str) -> None: + self._watching.pop(strategy_id, None) + logger.info("strategy monitor stopped: %s", strategy_id) + + def stop_all(self) -> None: + self._watching.clear() + + @property + def watching(self) -> dict[str, dict]: + return dict(self._watching) + + def on_quote_update(self, df: pl.DataFrame) -> list[StrategyAlert]: + """行情更新后调用。向量化检查所有监控策略。 + + Args: + df: 实时 enriched 数据 (~5500行) + Returns: + 触发的告警列表 + """ + if not self._watching or df.is_empty(): + return [] + + all_alerts: list[StrategyAlert] = [] + + for strategy_id, cfg in self._watching.items(): + # 买入信号 + entry_sigs = cfg.get("entry_signals", []) + if entry_sigs: + for sym, name, price, pct, hit_sigs in self._check_signals(df, entry_sigs): + alert = StrategyAlert( + type="entry", + strategy_id=strategy_id, + symbol=sym, + name=name, + message=f"买入信号触发", + price=price, + change_pct=pct, + signals=hit_sigs, + ) + all_alerts.append(alert) + self._emit(alert) + + # 卖出信号 + exit_sigs = cfg.get("exit_signals", []) + if exit_sigs: + for sym, name, price, pct, hit_sigs in self._check_signals(df, exit_sigs): + alert = StrategyAlert( + type="exit", + strategy_id=strategy_id, + symbol=sym, + name=name, + message=f"卖出信号触发", + price=price, + change_pct=pct, + signals=hit_sigs, + ) + all_alerts.append(alert) + self._emit(alert) + + # 提醒条件 + for alert_cfg in cfg.get("alerts", []): + for sym, name, price, pct in self._check_alert(df, alert_cfg): + alert = StrategyAlert( + type="alert", + strategy_id=strategy_id, + symbol=sym, + name=name, + message=alert_cfg.get("message", "提醒"), + price=price, + change_pct=pct, + ) + all_alerts.append(alert) + self._emit(alert) + + return all_alerts + + def _emit(self, alert: StrategyAlert) -> None: + if self._alert_handler: + try: + self._alert_handler(alert) + except Exception as e: + logger.warning("alert handler failed: %s", e) + + @staticmethod + def _check_signals( + df: pl.DataFrame, + signals: list[str], + ) -> list[tuple[str, str | None, float | None, float | None, list[str]]]: + """检查信号列，返回 [(symbol, name, price, change_pct, [hit_signals])]。 + 支持内置 signal_ 与自定义 csg_ 前缀。""" + cols = set(df.columns) + resolved: list[tuple[str, str]] = [] # (原值, 列名) + for s in signals: + col = s if (s.startswith("signal_") or s.startswith("csg_")) else f"signal_{s}" + if col in cols: + resolved.append((s, col)) + if not resolved: + return [] + + mask = pl.any_horizontal(pl.col(c).fill_null(False) for _, c in resolved) + hit_df = df.filter(mask) + + results = [] + for row in hit_df.iter_rows(named=True): + sym = row.get("symbol", "") + name = row.get("name") + price = row.get("close") + pct = row.get("change_pct") + hit_sigs = [orig for orig, col in resolved if row.get(col)] + results.append((sym, name, price, pct, hit_sigs)) + return results + + @staticmethod + def _check_alert( + df: pl.DataFrame, + alert: dict, + ) -> list[tuple[str, str | None, float | None, float | None]]: + """检查阈值型提醒条件""" + field = alert.get("field", "") + if field not in df.columns: + return [] + + if "op" in alert: + # 阈值比较 + op = alert["op"] + value = alert["value"] + col = pl.col(field) + ops = { + ">": col > value, + ">=": col >= value, + "<": col < value, + "<=": col <= value, + } + expr = ops.get(op) + if expr is None: + return [] + else: + # 信号列 (布尔) + expr = pl.col(field).fill_null(False) + + hit_df = df.filter(expr) + results = [] + for row in hit_df.iter_rows(named=True): + results.append(( + row.get("symbol", ""), + row.get("name"), + row.get("close"), + row.get("change_pct"), + )) + return results diff --git a/backend/app/strategy/prompt_builder.py b/backend/app/strategy/prompt_builder.py new file mode 100644 index 0000000..896e3ec --- /dev/null +++ b/backend/app/strategy/prompt_builder.py @@ -0,0 +1,65 @@ +"""策略提示词组装器 — 两步定制流程的提示词生成。 + +职责: 加载对应步骤的 Markdown 指南，拼接用户输入，组装 LLM 提示词。 +不知道: LLM 调用、API、前端、引擎执行。 +""" +from __future__ import annotations + +from pathlib import Path + +_DOCS_DIR = Path(__file__).resolve().parent.parent.parent.parent / "docs" +_cache: dict[str, str] = {} + + +def _load_doc(name: str) -> str: + if name not in _cache: + path = _DOCS_DIR / name + _cache[name] = path.read_text(encoding="utf-8") if path.exists() else "" + return _cache[name] + + +DIRECTION_CN = {"long": "做多", "short": "做空", "monitor": "监控"} + + +def build_step1(name: str, description: str, direction: str, rules: str, strategy_id: str = "") -> str: + """步骤1：规则 → 完整策略代码（参数 + 信号 + 评分 + 告警） + + 注意: strategy-guide.md 已在 ai_generator.py 的 system prompt 中加载， + 此处不再重复加载以节省 token。 + """ + guide = _load_doc("strategy-builder-step1.md") + + id_line = f"\n策略ID（必须使用此ID）：{strategy_id}" if strategy_id else "" + + return f"""{guide} + +--- + +请根据以下用户输入生成完整策略代码： + +策略名称：{name}{id_line} +策略描述：{description} +选股方向：{DIRECTION_CN.get(direction, direction)} +策略规则： +{rules} + +只输出 Python 代码。""" + + +def build_step2(current_code: str, instruction: str) -> str: + """步骤2：修改策略任意部分""" + guide = _load_doc("strategy-builder-step2.md") + + return f"""{guide} + +--- + +当前策略代码： +```python +{current_code} +``` + +用户修改指令： +{instruction} + +只输出修改后的完整 Python 代码。""" diff --git a/backend/app/tickflow/__init__.py b/backend/app/tickflow/__init__.py new file mode 100644 index 0000000..ff7675d --- /dev/null +++ b/backend/app/tickflow/__init__.py @@ -0,0 +1 @@ +"""TickFlow 适配层 — 能力探测 / 调度 / Repository。""" diff --git a/backend/app/tickflow/capabilities.py b/backend/app/tickflow/capabilities.py new file mode 100644 index 0000000..7bee5e2 --- /dev/null +++ b/backend/app/tickflow/capabilities.py @@ -0,0 +1,75 @@ +"""Capability 定义(§5.1)。 + +业务代码只依赖 CapabilitySet,不读 tiers.yaml,不感知"档位"。 +""" +from __future__ import annotations + +from dataclasses import dataclass +from enum import StrEnum + + +class Cap(StrEnum): + """所有 capability 的命名常量。新增能力时只在这里加一行。""" + + QUOTE_BY_SYMBOL = "quote.by_symbol" + QUOTE_BATCH = "quote.batch" + QUOTE_POOL = "quote.pool" + KLINE_DAILY_BY_SYMBOL = "kline.daily.by_symbol" + KLINE_DAILY_BATCH = "kline.daily.batch" + KLINE_MINUTE_BY_SYMBOL = "kline.minute.by_symbol" + KLINE_MINUTE_BATCH = "kline.minute.batch" + INTRADAY = "intraday" + INTRADAY_BATCH = "intraday.batch" + DEPTH5 = "depth5" + WEBSOCKET = "websocket" + FINANCIAL = "financial" + ADJ_FACTOR = "adj_factor" + + +@dataclass(slots=True, frozen=True) +class CapabilityLimits: + """单个 capability 的运行时限制。""" + rpm: int | None = None # 次/分钟,None 表示未知或不限 + batch: int | None = None # 标的/次 + subscribe: int | None = None # WS 订阅上限 + + +class CapabilitySet: + """探测得到的"用户当前可用能力"。业务代码的唯一真理源。""" + + def __init__(self, caps: dict[Cap, CapabilityLimits] | None = None) -> None: + self._caps: dict[Cap, CapabilityLimits] = dict(caps or {}) + + def has(self, cap: Cap) -> bool: + return cap in self._caps + + def limits(self, cap: Cap) -> CapabilityLimits | None: + return self._caps.get(cap) + + def require(self, cap: Cap) -> CapabilityLimits: + """断言可用,否则抛 CapabilityDenied。""" + if cap not in self._caps: + raise CapabilityDenied(cap) + return self._caps[cap] + + def all(self) -> dict[Cap, CapabilityLimits]: + return dict(self._caps) + + def to_dict(self) -> dict[str, dict]: + return { + str(cap): { + "rpm": lim.rpm, + "batch": lim.batch, + "subscribe": lim.subscribe, + } + for cap, lim in self._caps.items() + } + + +class CapabilityDenied(Exception): + """请求的 capability 当前不可用。""" + + def __init__(self, cap: Cap, suggestion: str | None = None) -> None: + self.cap = cap + self.suggestion = suggestion or f"加购『{cap}』能力可解锁" + super().__init__(f"capability not available: {cap}; {self.suggestion}") diff --git a/backend/app/tickflow/client.py b/backend/app/tickflow/client.py new file mode 100644 index 0000000..4351bf4 --- /dev/null +++ b/backend/app/tickflow/client.py @@ -0,0 +1,72 @@ +"""TickFlow SDK 封装(§5)。 + +进程内单例;Key 来源(优先级):secrets.json > .env。 +用户改 Key 后需要 `reset_clients()`,然后 `get_client()` 会拿新的。 +""" +from __future__ import annotations + +import os + +from tickflow import AsyncTickFlow, TickFlow + +from app import secrets_store + +_sync_client: TickFlow | None = None +_async_client: AsyncTickFlow | None = None + + +def _base_url() -> str | None: + """从 secrets.json 读取用户自定义端点,没有则返回 None(用 SDK 默认)。""" + return secrets_store.load().get("tickflow_base_url") or None + + +def get_client() -> TickFlow: + """同步客户端。能力探测、盘后管道用。""" + global _sync_client + if _sync_client is None: + key = secrets_store.get_tickflow_key() + if not key: + # Free 模式:付费端点 URL 不可用,忽略 base_url 走 SDK 默认 free-api + _sync_client = TickFlow.free() + else: + _sync_client = TickFlow(api_key=key, base_url=_base_url()) + return _sync_client + + +def get_async_client() -> AsyncTickFlow: + """异步客户端。FastAPI 请求路径上用。""" + global _async_client + if _async_client is None: + key = secrets_store.get_tickflow_key() + if not key: + # Free 模式:付费端点 URL 不可用,忽略 base_url 走 SDK 默认 free-api + _async_client = AsyncTickFlow.free() + else: + _async_client = AsyncTickFlow(api_key=key, base_url=_base_url()) + return _async_client + + +def reset_clients() -> None: + """Key 变化后调用 — 让下一次 get_client() 拿新实例。""" + global _sync_client, _async_client + _sync_client = None + _async_client = None + + +def current_mode() -> str: + """供 UI 显示当前模式。""" + return "api_key" if secrets_store.get_tickflow_key() else "free" + + +def current_endpoint() -> str: + """返回当前显示用的端点 URL(对应 endpoints.json 列表项)。 + + 注:SDK 的 TickFlow.free() 内部实际走 free-api,但 UI 显示统一用默认 + 节点(api.tickflow.org),使"当前使用"始终对得上端点列表里的某一项。 + """ + # 自定义端点(付费模式测速切换后):优先返回 + base = _base_url() + if base: + return base.rstrip("/") + # Free 模式或未自定义:统一显示默认节点 + return "https://api.tickflow.org" diff --git a/backend/app/tickflow/policy.py b/backend/app/tickflow/policy.py new file mode 100644 index 0000000..3307408 --- /dev/null +++ b/backend/app/tickflow/policy.py @@ -0,0 +1,390 @@ +"""能力探测 + CapabilitySet 持久化(§5.3)。 + +探测策略:逐 capability 用最小代价请求试探。 + - 成功 → 记录可用,优先取响应头 X-RateLimit-* 否则用 tiers.yaml 默认 + - 抛权限错 → 不可用 + - 抛其他错 → 不可用(谨慎,保留日志) + +Tier Label 算法见 §5.3:基线档 + 补丁能力。 +""" +from __future__ import annotations + +import json +import logging +from pathlib import Path +from typing import Any + +import yaml + +from app.config import settings + +from .capabilities import Cap, CapabilityLimits, CapabilitySet + +logger = logging.getLogger(__name__) + +_CAPSET_CACHE_FILE = "capabilities.json" + +# 探测用最小代价请求:挑流通性最好的 1 只标的试 +_PROBE_SYMBOL = "600000.SH" # 浦发银行,长期不会退市 + + +def _load_tiers_yaml() -> dict[str, dict[str, dict[str, Any]]]: + for path in [settings.tiers_yaml, Path("/app/tiers.yaml"), Path("../tiers.yaml")]: + if path.exists(): + with path.open(encoding="utf-8") as f: + return yaml.safe_load(f) + raise FileNotFoundError("tiers.yaml not found") + + +def _tier_to_capset(tier_def: dict[str, dict[str, Any]]) -> CapabilitySet: + caps: dict[Cap, CapabilityLimits] = {} + for cap_name, limits_dict in tier_def.items(): + try: + cap = Cap(cap_name) + except ValueError: + logger.warning("unknown cap in tiers.yaml: %s", cap_name) + continue + caps[cap] = CapabilityLimits( + rpm=limits_dict.get("rpm"), + batch=limits_dict.get("batch"), + subscribe=limits_dict.get("subscribe"), + ) + return CapabilitySet(caps) + + +def _probe_real(tiers: dict) -> tuple[CapabilitySet, list[str]]: + """逐 capability 试探。需要 API key。 + + 返回 (capset, probe_log)。 + """ + from .client import get_client + + tf = get_client() + available: dict[Cap, CapabilityLimits] = {} + log: list[str] = [] + + def try_call(cap: Cap, fn, default_limits: dict[str, Any]) -> None: + try: + fn() + available[cap] = CapabilityLimits( + rpm=default_limits.get("rpm"), + batch=default_limits.get("batch"), + subscribe=default_limits.get("subscribe"), + ) + log.append(f"✓ {cap}") + except Exception as e: # noqa: BLE001 + msg = str(e).lower() + cls = e.__class__.__name__ + # PermissionError 类名 / HTTP 403 / 中英文权限关键词都算"明确无权限" + is_perm_denied = ( + cls in {"PermissionError", "AuthorizationError"} + or "permission" in msg or "unauthorized" in msg + or "403" in msg or "forbidden" in msg + or "套餐" in msg or "权限" in msg or "需要" in msg + ) + if is_perm_denied: + log.append(f"✗ {cap}(无权限)") + else: + log.append(f"? {cap} ({cls}: {e})") + + # 用各档默认上限作为占位(无 X-RateLimit-* 头时) + # 取所有档的并集,逐 cap 试探 + all_caps_defaults: dict[str, dict[str, Any]] = {} + for tier in ("free", "starter", "pro", "expert"): + for cap_name, lim in tiers.get(tier, {}).items(): + all_caps_defaults.setdefault(cap_name, lim) + + def defaults(cap: Cap) -> dict[str, Any]: + return all_caps_defaults.get(str(cap), {}) + + # 全部用 keyword-only 形式调用,符合 SDK 真实签名 + # quote.by_symbol + try_call(Cap.QUOTE_BY_SYMBOL, + lambda: tf.quotes.get(symbols=[_PROBE_SYMBOL], as_dataframe=False), + defaults(Cap.QUOTE_BY_SYMBOL)) + + # quote.pool — 用一个真实存在的 universe id 试探。 + # universes.list() 在 Free 也开放,先拿任意一个 universe id 再用 get_by_universes 试。 + def _probe_pool(): + unis = tf.universes.list() + if not unis: + raise RuntimeError("no universes available") + first_id = unis[0]["id"] if isinstance(unis[0], dict) else getattr(unis[0], "id") + return tf.quotes.get_by_universes([first_id], as_dataframe=False) + + try_call(Cap.QUOTE_POOL, _probe_pool, defaults(Cap.QUOTE_POOL)) + + # kline.daily.by_symbol — Free 也有 + try_call(Cap.KLINE_DAILY_BY_SYMBOL, + lambda: tf.klines.get(_PROBE_SYMBOL, period="1d", count=1, as_dataframe=False), + defaults(Cap.KLINE_DAILY_BY_SYMBOL)) + + # kline.daily.batch + try_call(Cap.KLINE_DAILY_BATCH, + lambda: tf.klines.batch([_PROBE_SYMBOL], period="1d", count=1, as_dataframe=False), + defaults(Cap.KLINE_DAILY_BATCH)) + + # kline.minute.by_symbol + try_call(Cap.KLINE_MINUTE_BY_SYMBOL, + lambda: tf.klines.get(_PROBE_SYMBOL, period="1m", count=1, as_dataframe=False), + defaults(Cap.KLINE_MINUTE_BY_SYMBOL)) + + # kline.minute.batch + try_call(Cap.KLINE_MINUTE_BATCH, + lambda: tf.klines.batch([_PROBE_SYMBOL], period="1m", count=1, as_dataframe=False), + defaults(Cap.KLINE_MINUTE_BATCH)) + + # intraday + try_call(Cap.INTRADAY, + lambda: tf.klines.intraday(_PROBE_SYMBOL, count=1, as_dataframe=False), + defaults(Cap.INTRADAY)) + + # intraday.batch + try_call(Cap.INTRADAY_BATCH, + lambda: tf.klines.intraday_batch([_PROBE_SYMBOL], count=1, as_dataframe=False), + defaults(Cap.INTRADAY_BATCH)) + + # depth5 + try_call(Cap.DEPTH5, + lambda: tf.depth.get(_PROBE_SYMBOL), + defaults(Cap.DEPTH5)) + + # financial — SDK 提供 income / balance_sheet / cash_flow / metrics / shares + # 用 metrics 探测(单据最小) + try_call(Cap.FINANCIAL, + lambda: tf.financials.metrics([_PROBE_SYMBOL], latest=True, as_dataframe=False), + defaults(Cap.FINANCIAL)) + + # adj_factor — 实际在 klines.ex_factors + try_call(Cap.ADJ_FACTOR, + lambda: tf.klines.ex_factors([_PROBE_SYMBOL], as_dataframe=False), + defaults(Cap.ADJ_FACTOR)) + + # websocket 不在探测期试连接(成本太高且阻塞),按档位默认推断 + # 若 expert 的其他 cap 都通,则推断 websocket 也可用 + if (Cap.FINANCIAL in available and Cap.INTRADAY_BATCH in available): + available[Cap.WEBSOCKET] = CapabilityLimits( + subscribe=defaults(Cap.WEBSOCKET).get("subscribe", 100), + ) + log.append("✓ websocket (inferred from expert tier)") + + return CapabilitySet(available), log + + +def detect_capabilities(force: bool = False) -> CapabilitySet: + """探测当前 API Key 的能力集。""" + cache_path = settings.data_dir / _CAPSET_CACHE_FILE + if not force and cache_path.exists(): + with cache_path.open(encoding="utf-8") as f: + cached = json.load(f) + return _capset_from_json(cached) + + tiers = _load_tiers_yaml() + if settings.use_free_mode: + capset = _tier_to_capset(tiers["free"]) + label, missing, extras = _compute_label_and_missing(capset, tiers) + _persist(capset, label, log=["Free 模式(无 API Key)"], missing=missing, extras=extras) + return capset + + # 有 API key — 真实探测 + try: + capset, probe_log = _probe_real(tiers) + if not capset.all(): + logger.warning("probe returned no caps; falling back to free baseline") + capset = _tier_to_capset(tiers["free"]) + probe_log.append("⚠ 所有探测均失败,降级为 Free 占位") + label, missing, extras = _compute_label_and_missing(capset, tiers) + # 探测时 limits 用了"任意档默认值",现在判档完成,用真实档位的 limits 覆盖 + capset = _override_limits_with_detected_tier(capset, label, tiers) + _persist(capset, label, log=probe_log, missing=missing, extras=extras) + return capset + except Exception as e: + logger.exception("detect_capabilities failed; using free baseline: %s", e) + capset = _tier_to_capset(tiers["free"]) + _persist(capset, "Free(探测失败)", log=[f"探测失败:{e}"], missing=[], extras=[]) + return capset + + +# ===== Tier 代表性 capability(signature caps)===== +# 拥有**任意一个**即认作该档及以上。自上而下匹配。 +# 这套设计的好处:单个 capability 探测的 transient 失败不会把整体档位"误降"。 +TIER_SIGNATURES: dict[str, set[Cap]] = { + "expert": {Cap.FINANCIAL, Cap.INTRADAY_BATCH, Cap.WEBSOCKET}, + "pro": {Cap.KLINE_MINUTE_BATCH, Cap.KLINE_MINUTE_BY_SYMBOL, + Cap.INTRADAY, Cap.DEPTH5}, + "starter": {Cap.QUOTE_BATCH, Cap.KLINE_DAILY_BATCH, + Cap.ADJ_FACTOR, Cap.QUOTE_POOL}, + # free 不需 signature — 默认兜底 +} + +# 补丁友好命名(label 后缀用) +_CAP_ALIASES: dict[Cap, str] = { + Cap.KLINE_MINUTE_BATCH: "分钟K", + Cap.KLINE_MINUTE_BY_SYMBOL: "分钟K", + Cap.INTRADAY: "分时", + Cap.INTRADAY_BATCH: "批量分时", + Cap.DEPTH5: "五档", + Cap.WEBSOCKET: "WS", + Cap.FINANCIAL: "财务", + Cap.ADJ_FACTOR: "复权", + Cap.QUOTE_BATCH: "批量行情", + Cap.QUOTE_POOL: "标的池", + Cap.KLINE_DAILY_BATCH: "日K批量", +} + + +def _override_limits_with_detected_tier( + capset: CapabilitySet, label: str, tiers: dict, +) -> CapabilitySet: + """探测完成后,用判档对应的 limits 覆盖每个 cap 的速率/批量。 + + 判档前每个 cap 用的是"所有档默认值的并集"(为了不漏数据), + 判档后才知道用户真实档位,limits 用该档的实际值更准。 + label 可能是 "Pro" / "Pro + 分钟K" / "Pro+" 等组合形式 — 取第一个词当作基线档名。 + """ + base_name = label.split()[0].split("+")[0].strip().lower() # "Pro + 分钟K" → "pro" + tier_limits = tiers.get(base_name, {}) + new_caps: dict[Cap, CapabilityLimits] = {} + for cap, _old_lim in capset.all().items(): + spec = tier_limits.get(cap.value) + if spec: + new_caps[cap] = CapabilityLimits( + rpm=spec.get("rpm"), + batch=spec.get("batch"), + subscribe=spec.get("subscribe"), + ) + else: + # 不在该档定义里(extras),用 expert 档兜底(最宽松) + expert_spec = tiers.get("expert", {}).get(cap.value, {}) + new_caps[cap] = CapabilityLimits( + rpm=expert_spec.get("rpm"), + batch=expert_spec.get("batch"), + subscribe=expert_spec.get("subscribe"), + ) + return CapabilitySet(new_caps) + + +def _tier_caps_set(tiers: dict, tier_name: str) -> set[Cap]: + """读 tiers.yaml 的某档定义,转为 Cap 集合。""" + return {Cap(c) for c in tiers.get(tier_name, {}).keys() if c in {x.value for x in Cap}} + + +def _compute_label_and_missing( + capset: CapabilitySet, tiers: dict, +) -> tuple[str, list[str], list[str]]: + """返回 (label, missing_caps, extra_caps)。 + + label:档位标签。 + missing_caps:本档**应有但未探测到**的 capability(用于诊断:可能是探测 bug 或权限丢失)。 + extra_caps:超出本档的额外 capability(自定义组合)。 + """ + held = set(capset.all().keys()) + + # 1) 完全匹配 — 干净命中某档 + for tier_name in ["free", "starter", "pro", "expert"]: + if held == _tier_caps_set(tiers, tier_name): + return tier_name.capitalize(), [], [] + + # 2) 按 signature 自上而下判档 + if held & TIER_SIGNATURES["expert"]: + base = "expert" + elif held & TIER_SIGNATURES["pro"]: + base = "pro" + elif held & TIER_SIGNATURES["starter"]: + base = "starter" + else: + base = "free" + + base_caps = _tier_caps_set(tiers, base) + missing = sorted(c.value for c in (base_caps - held)) + extras = base_caps and (held - base_caps) or set() # extras 是超出该档的部分 + + # 实际超出 = held 中"既不属于本档、也不属于本档下方任何档"的 cap + # 简化:extras = held - base_caps + extras_set = held - base_caps + + # 3) 拼 label + if not extras_set: + # 完全在本档内(可能缺一两项 — 由 missing 反映) + return base.capitalize(), missing, [] + + # 补丁过多 → 用 "≈" 形式 + if len(extras_set) > 3: + return f"{base.capitalize()}+", missing, sorted(c.value for c in extras_set) + + suffix = sorted({_CAP_ALIASES.get(e, str(e)) for e in extras_set}) + return f"{base.capitalize()} + " + " + ".join(suffix), missing, sorted(c.value for c in extras_set) + + +def _compute_label(capset: CapabilitySet, tiers: dict) -> str: + """对外简化签名 — 只要 label。""" + label, _missing, _extras = _compute_label_and_missing(capset, tiers) + return label + + +def _persist( + capset: CapabilitySet, + label: str, + log: list[str] | None = None, + missing: list[str] | None = None, + extras: list[str] | None = None, +) -> None: + settings.data_dir.mkdir(parents=True, exist_ok=True) + cache_path = settings.data_dir / _CAPSET_CACHE_FILE + payload = { + "label": label, + "capabilities": capset.to_dict(), + "probe_log": log or [], + "missing_caps": missing or [], # 本档应有但未探测到 + "extras_caps": extras or [], # 超出本档的额外能力 + } + with cache_path.open("w", encoding="utf-8") as f: + json.dump(payload, f, ensure_ascii=False, indent=2) + + +def _capset_from_json(data: dict[str, Any]) -> CapabilitySet: + caps: dict[Cap, CapabilityLimits] = {} + for cap_name, lim in data.get("capabilities", {}).items(): + try: + cap = Cap(cap_name) + except ValueError: + continue + caps[cap] = CapabilityLimits( + rpm=lim.get("rpm"), + batch=lim.get("batch"), + subscribe=lim.get("subscribe"), + ) + return CapabilitySet(caps) + + +def tier_label() -> str: + cache_path = settings.data_dir / _CAPSET_CACHE_FILE + if cache_path.exists(): + with cache_path.open(encoding="utf-8") as f: + return json.load(f).get("label", "Unknown") + return "Unknown" + + +def probe_log() -> list[str]: + cache_path = settings.data_dir / _CAPSET_CACHE_FILE + if cache_path.exists(): + with cache_path.open(encoding="utf-8") as f: + return json.load(f).get("probe_log", []) + return [] + + +def missing_caps() -> list[str]: + """本档应有但未探测到的 capability — 通常意味着探测有 bug 或权限边界。""" + cache_path = settings.data_dir / _CAPSET_CACHE_FILE + if cache_path.exists(): + with cache_path.open(encoding="utf-8") as f: + return json.load(f).get("missing_caps", []) + return [] + + +def extras_caps() -> list[str]: + cache_path = settings.data_dir / _CAPSET_CACHE_FILE + if cache_path.exists(): + with cache_path.open(encoding="utf-8") as f: + return json.load(f).get("extras_caps", []) + return [] diff --git a/backend/app/tickflow/pools.py b/backend/app/tickflow/pools.py new file mode 100644 index 0000000..77a45d9 --- /dev/null +++ b/backend/app/tickflow/pools.py @@ -0,0 +1,158 @@ +"""标的池(Universe)定义(§6.3)。 + +Phase 1 实现: + - 常用指数成份(沪深 300 / 中证 500 / 上证 50)用 TickFlow `quote.pool` 端点拉取并缓存 + - 全 A 通过 instruments.batch 获取 + - 自选池 = 用户的 watchlist +""" +from __future__ import annotations + +import logging +from datetime import date +from pathlib import Path +from typing import Literal + +import polars as pl + +from app.config import settings +from app.tickflow.client import get_client + +logger = logging.getLogger(__name__) + +PoolId = Literal["CSI300", "CSI500", "SSE50", "CN_Equity_A", "CN_Index", "watchlist"] + +# TickFlow universe id 是它内部命名(见 tf.universes.list())。 +# 没有官方对照表,启动时按名称模糊匹配从 universes.list() 里找。 +# 常见名:沪深300 / 中证500 / 上证50 / 全 A +_POOL_NAME_HINTS = { + "CSI300": ["沪深300", "HS300", "CSI300"], + "CSI500": ["中证500", "ZZ500", "CSI500"], + "SSE50": ["上证50", "SH50", "SSE50"], +} + + +def _find_universe_id(hints: list[str]) -> str | None: + """从 universes.list() 里按 name/id 子串匹配找一个 universe id。""" + try: + tf = get_client() + unis = tf.universes.list() + except Exception as e: # noqa: BLE001 + logger.warning("universes.list failed: %s", e) + return None + for u in unis or []: + item = u if isinstance(u, dict) else {"id": getattr(u, "id", ""), "name": getattr(u, "name", "")} + haystack = (item.get("id", "") + " " + item.get("name", "")).lower() + for h in hints: + if h.lower() in haystack: + return item["id"] + return None + + +def _pool_cache_path(pool_id: str) -> Path: + return settings.data_dir / "pools" / f"{pool_id}.parquet" + + +def get_pool(pool_id: PoolId, refresh: bool = False) -> list[str]: + """返回标的池里的 symbol 列表。""" + if pool_id == "watchlist": + return _load_watchlist() + + cache = _pool_cache_path(pool_id) + if cache.exists() and not refresh: + df = pl.read_parquet(cache) + return df["symbol"].to_list() + + symbols = _fetch_pool(pool_id) + if symbols: + cache.parent.mkdir(parents=True, exist_ok=True) + pl.DataFrame({"symbol": symbols, "as_of": [date.today()] * len(symbols)}).write_parquet(cache) + return symbols + + +def _fetch_pool(pool_id: PoolId) -> list[str]: + """从 TickFlow 拉取池成份。 + + 实现:先用 universes.list 找到 universe id,再 quotes.get_by_universes 拉成份。 + """ + tf = get_client() + + if pool_id in _POOL_NAME_HINTS: + uid = _find_universe_id(_POOL_NAME_HINTS[pool_id]) + if not uid: + logger.warning("无法在 TickFlow universes 列表里匹配到 %s", pool_id) + return [] + try: + df = tf.quotes.get_by_universes([uid], as_dataframe=True) + if df is not None and len(df) > 0 and "symbol" in df.columns: + return df["symbol"].astype(str).tolist() + except Exception as e: # noqa: BLE001 + logger.warning("fetch pool %s via universe %s failed: %s", pool_id, uid, e) + + if pool_id == "CN_Equity_A": + # 全 A — 优先直接用 CN_Equity_A universe (包含沪深京三市) + uid = _find_universe_id(["CN_Equity_A", "沪深京A股", "全A"]) + if uid: + try: + df = tf.quotes.get_by_universes([uid], as_dataframe=True) + if df is not None and len(df) > 0 and "symbol" in df.columns: + return sorted(set(df["symbol"].astype(str).tolist())) + except Exception as e: # noqa: BLE001 + logger.warning("fetch CN_Equity_A via universe %s failed: %s", uid, e) + + # fallback: 聚合申万一级行业 (覆盖度较低, 缺北交所/新股) + try: + unis = tf.universes.list() + except Exception as e: # noqa: BLE001 + logger.warning("universes.list failed: %s", e) + unis = [] + sw1_ids = [] + for u in unis or []: + item = u if isinstance(u, dict) else {"id": getattr(u, "id", "")} + uid = item.get("id", "") + if "SW1_" in uid: + sw1_ids.append(uid) + if sw1_ids: + try: + df = tf.quotes.get_by_universes(sw1_ids, as_dataframe=True) + if df is not None and "symbol" in df.columns: + return sorted(set(df["symbol"].astype(str).tolist())) + except Exception as e: # noqa: BLE001 + logger.warning("aggregate SW1 fetch failed: %s", e) + + if pool_id == "CN_Index": + uid = _find_universe_id(["CN_Index", "沪深指数", "指数"]) + ids = [uid] if uid else ["CN_Index"] + try: + df = tf.quotes.get_by_universes(ids, as_dataframe=True) + if df is not None and len(df) > 0 and "symbol" in df.columns: + return sorted(set(df["symbol"].astype(str).tolist())) + except Exception as e: # noqa: BLE001 + logger.warning("fetch CN_Index via universe %s failed: %s", ids, e) + + return [] + + +def _load_watchlist() -> list[str]: + """读取用户自选(由 watchlist service 维护)。""" + path = settings.data_dir / "user_data" / "watchlist.parquet" + if not path.exists(): + return [] + df = pl.read_parquet(path) + if df.is_empty() or "symbol" not in df.columns: + return [] + return df["symbol"].to_list() + + +# 兜底:Free 用户/无 API 时给一个小型可用集合,让 UI 不至于空白 +DEMO_SYMBOLS = [ + "600000.SH", # 浦发银行 + "600036.SH", # 招商银行 + "600519.SH", # 贵州茅台 + "601318.SH", # 中国平安 + "601398.SH", # 工商银行 + "000001.SZ", # 平安银行 + "000333.SZ", # 美的集团 + "000651.SZ", # 格力电器 + "000858.SZ", # 五粮液 + "002594.SZ", # 比亚迪 +] diff --git a/backend/app/tickflow/repository.py b/backend/app/tickflow/repository.py new file mode 100644 index 0000000..9c2f630 --- /dev/null +++ b/backend/app/tickflow/repository.py @@ -0,0 +1,965 @@ +"""Repository 层(§7.4)。 + +数据分层: + - DuckDB 视图: 冷查询(统计、元数据、用户自定义SQL) + - Polars 缓存: 热路径(enriched 最新日 ~5500行 + instruments ~5500行) + - Polars scan_parquet: 分钟K/历史日K (predicate pushdown) + +缓存生命周期: + - startup 时不加载(数据可能为空) + - pipeline 完成后调用 refresh_cache() + - 服务层通过 get_enriched_latest() / get_instruments() 获取缓存 +""" +from __future__ import annotations + +import logging +import threading +from datetime import date +from pathlib import Path + +import duckdb +import polars as pl + +from app.config import settings + +logger = logging.getLogger(__name__) + + +class DataStore: + """唯一的存储入口 — 进程启动时创建。""" + + def __init__(self, data_dir: Path | None = None) -> None: + self.data_dir = Path(data_dir or settings.data_dir) + self.data_dir.mkdir(parents=True, exist_ok=True) + + # 关键子目录(§7.2) + for sub in ( + "kline_daily", + "kline_daily_enriched", + "kline_index_daily", + "kline_index_enriched", + "kline_minute", + "adj_factor", + "financials", + "instruments", + "instruments_index", + "instruments_ext", + "kline_ext", + "pools", + "backtest_results", + "screener_results", + "ai_cache", + "user_data", + ): + (self.data_dir / sub).mkdir(parents=True, exist_ok=True) + + # 财务数据子目录 + for sub in ("metrics", "income", "balance_sheet", "cash_flow"): + (self.data_dir / "financials" / sub).mkdir(parents=True, exist_ok=True) + + # DuckDB 内存模式 — 不建 .db 文件(§7.1) + self.db = duckdb.connect(database=":memory:") + self._register_views() + + def _register_views(self) -> None: + """把 Parquet 目录挂载为 DuckDB 视图(§7.3)。""" + d = self.data_dir.as_posix() + statements = [ + f"""CREATE OR REPLACE VIEW kline_daily AS + SELECT * FROM read_parquet('{d}/kline_daily/**/*.parquet', union_by_name=true)""", + f"""CREATE OR REPLACE VIEW kline_enriched AS + SELECT * FROM read_parquet('{d}/kline_daily_enriched/**/*.parquet', union_by_name=true)""", + f"""CREATE OR REPLACE VIEW kline_index_daily AS + SELECT * FROM read_parquet('{d}/kline_index_daily/**/*.parquet', union_by_name=true)""", + f"""CREATE OR REPLACE VIEW kline_index_enriched AS + SELECT * FROM read_parquet('{d}/kline_index_enriched/**/*.parquet', union_by_name=true)""", + f"""CREATE OR REPLACE VIEW kline_minute AS + SELECT * FROM read_parquet('{d}/kline_minute/**/*.parquet', union_by_name=true)""", + f"""CREATE OR REPLACE VIEW adj_factor AS + SELECT * FROM read_parquet('{d}/adj_factor/**/*.parquet', union_by_name=true)""", + f"""CREATE OR REPLACE VIEW instruments AS + SELECT * FROM read_parquet('{d}/instruments/**/*.parquet', union_by_name=true)""", + f"""CREATE OR REPLACE VIEW instruments_index AS + SELECT * FROM read_parquet('{d}/instruments_index/**/*.parquet', union_by_name=true)""", + f"""CREATE OR REPLACE VIEW instruments_ext AS + SELECT * FROM read_parquet('{d}/instruments_ext/**/*.parquet', union_by_name=true)""", + f"""CREATE OR REPLACE VIEW kline_ext AS + SELECT * FROM read_parquet('{d}/kline_ext/**/*.parquet', union_by_name=true)""", + # 财务数据视图 + f"""CREATE OR REPLACE VIEW financials_metrics AS + SELECT * FROM read_parquet('{d}/financials/metrics/*.parquet', union_by_name=true)""", + f"""CREATE OR REPLACE VIEW financials_income AS + SELECT * FROM read_parquet('{d}/financials/income/*.parquet', union_by_name=true)""", + f"""CREATE OR REPLACE VIEW financials_balance_sheet AS + SELECT * FROM read_parquet('{d}/financials/balance_sheet/*.parquet', union_by_name=true)""", + f"""CREATE OR REPLACE VIEW financials_cash_flow AS + SELECT * FROM read_parquet('{d}/financials/cash_flow/*.parquet', union_by_name=true)""", + ] + for sql in statements: + try: + self.db.execute(sql) + except duckdb.IOException: + logger.debug("view registration skipped (no parquet yet): %s", sql[:60]) + + +class KlineRepository: + """日 K / 分钟 K 的读写入口。""" + + def __init__(self, store: DataStore) -> None: + self.store = store + self.db = store.db + self._lock = threading.Lock() + + # ---- Polars 缓存 ---- + self._enriched_cache: pl.DataFrame | None = None # 最新一天 (~5500行) + self._enriched_cache_date: date | None = None + self._live_agg_cache: pl.DataFrame | None = None # 预计算聚合表 (~5500行) + self._live_agg_cache_date: date | None = None + self._instruments_cache: pl.DataFrame | None = None + # 完整 enriched 历史 (含所有指标, 供 filter_history 策略使用) + self._enriched_history_cache: pl.DataFrame | None = None # ~100万行 + self._enriched_history_start: date | None = None + self._index_instruments_cache: pl.DataFrame | None = None + + # parquet glob 路径 + self._enriched_glob = str(store.data_dir / "kline_daily_enriched" / "**" / "*.parquet") + self._index_enriched_glob = str(store.data_dir / "kline_index_enriched" / "**" / "*.parquet") + self._minute_glob = str(store.data_dir / "kline_minute" / "**" / "*.parquet") + self._inst_glob = str(store.data_dir / "instruments" / "**" / "*.parquet") + self._index_inst_glob = str(store.data_dir / "instruments_index" / "**" / "*.parquet") + + def execute_all(self, sql: str, params: list | None = None) -> list[tuple]: + """线程安全的 SELECT → fetchall。DuckDB 单 connection 非线程安全，所有读路径须走此方法。""" + with self._lock: + return self.db.execute(sql, params or []).fetchall() + + def execute_one(self, sql: str, params: list | None = None) -> tuple | None: + """线程安全的 SELECT → fetchone。""" + with self._lock: + return self.db.execute(sql, params or []).fetchone() + + # ================================================================ + # Polars 缓存管理 + # ================================================================ + + def refresh_cache(self) -> None: + """刷新 Polars 缓存。在 pipeline 完成后、服务启动时调用。""" + self._refresh_instruments() + self._refresh_index_instruments() + self._refresh_enriched() + + def _refresh_enriched(self) -> None: + """从 parquet 加载 enriched 最新日到内存 + 构建聚合表。 + + enriched parquet 仅存 14 列基础数据。启动时读入历史数据并即时计算完整指标， + 将结果缓存在内存中供各服务使用。 + + 优化: 扩大历史读取范围, 同时缓存完整历史 (含指标), 供 filter_history 策略直接复用。 + """ + try: + latest = self._latest_enriched_date_duckdb() + if not latest: + return + + # Step 1: 直接读最新日期的分区文件 (仅 14 列) + enriched_dir = self.store.data_dir / "kline_daily_enriched" + ds = latest.isoformat() if hasattr(latest, "isoformat") else str(latest) + target_parquet = enriched_dir / f"date={ds}" / "part.parquet" + + if not target_parquet.exists(): + return + + df_latest = pl.read_parquet(target_parquet) + if df_latest.is_empty(): + return + + # Step 2: 读近 300 天 14 列数据 → compute → filter(latest) → 缓存 + # 300 日历天 ≈ 210 交易日, 覆盖 filter_history 最大 lookback(90) + warmup(60) + try: + from datetime import timedelta + from app.indicators.pipeline import compute_indicators, compute_signals, compute_limit_signals + start_full = latest - timedelta(days=300) + read_cols = [c for c in ["symbol", "date", "open", "high", "low", "close", + "volume", "amount", "raw_close", "raw_high", "raw_low"] + if c in df_latest.columns] + lf = ( + pl.scan_parquet(self._enriched_glob) + .filter(pl.col("date") >= start_full) + .sort(["symbol", "date"]) + ) + df_hist = lf.select(read_cols).collect() + if not df_hist.is_empty(): + instruments = self._instruments_cache if self._instruments_cache is not None else pl.DataFrame() + df_full = compute_indicators(df_hist) + df_full = compute_signals(df_full) + if instruments is not None and not instruments.is_empty(): + df_full = compute_limit_signals(df_full, instruments) + + # JOIN instruments 到完整历史 (filter_history/basic_filter 需要 name/股本等列) + if instruments is not None and not instruments.is_empty(): + inst_cols = [c for c in ["name", "total_shares", "float_shares"] + if c in instruments.columns and c not in df_full.columns] + if inst_cols: + df_full = df_full.join( + instruments.select(["symbol", *inst_cols]).unique(subset=["symbol"]), + on="symbol", + how="left", + ) + + # 缓存完整历史 (含指标+必要基础信息) 供 filter_history/backtest 直接复用 + self._enriched_history_cache = df_full + self._enriched_history_start = df_full["date"].min() + logger.info("enriched 历史缓存: %d rows, %s ~ %s", + len(df_full), self._enriched_history_start, latest) + + # 只取最新一天作为 enriched_cache + df_today = df_full.filter(pl.col("date") == latest) + if not df_today.is_empty(): + self._enriched_cache = df_today + self._enriched_cache_date = latest + # 构建盘中递推基准: 若最新分区是今天的实时盘中数据, + # 递推状态必须停在上一交易日, 不能把今天作为“昨日”。 + self._build_live_agg(self._live_agg_baseline_date(latest)) + logger.info("enriched 缓存已计算: %d 只, 日期 %s (即时计算)", len(df_today), latest) + return + except Exception as e: # noqa: BLE001 + logger.warning("enriched 即时计算失败, 使用原始 14 列缓存: %s", e) + + # 降级: 直接使用 14 列数据 + 构建 live_agg + self._enriched_cache = df_latest + self._enriched_cache_date = latest + self._build_live_agg(self._live_agg_baseline_date(latest)) + + logger.info("enriched 缓存已加载: %d 只, 日期 %s", len(df_latest), latest) + except Exception as e: # noqa: BLE001 + logger.warning("enriched 缓存刷新失败: %s", e) + + def _build_live_agg(self, latest: date) -> None: + """从 OHLCV 即时计算递推状态 + 窗口聚合, 构建盘中实时聚合表。 + + 优化: 优先使用 _enriched_history_cache (启动时已计算), 避免重复 compute_indicators。 + """ + from datetime import timedelta + from app.indicators.pipeline import _ema_alpha + + start_60d = latest - timedelta(days=90) # 日历90天 ≈ 60个交易日 + + # 优先使用已有的历史缓存 (避免重复 scan_parquet + compute_indicators) + if self._enriched_history_cache is not None and not self._enriched_history_cache.is_empty(): + hist_all = self._enriched_history_cache + if "date" in hist_all.columns and hist_all["date"].min() <= start_60d: + # 从历史缓存中提取所需列 (历史缓存已有指标列) + base_cols = ["symbol", "date", "open", "high", "low", "close", "volume", + "raw_close", "raw_high", "raw_low"] + needed = [c for c in base_cols if c in hist_all.columns] + df_hist = hist_all.filter( + (pl.col("date") >= start_60d) & (pl.col("date") <= latest) + ).select(needed).sort(["symbol", "date"]) + + # 用历史缓存的指标列提取最新日状态 (无需再次 compute_indicators) + state_source = hist_all.filter(pl.col("date") == latest) + + state_cols = [ + "symbol", + "ema5", "ema10", "ema20", "ema30", "ema60", + "macd_dea", + "kdj_k", "kdj_d", + "atr_14", + "close", "high", "low", + "annual_vol_20d", + ] + existing_state = [c for c in state_cols if c in state_source.columns] + agg_a = state_source.select(existing_state) + else: + df_hist = pl.DataFrame() + agg_a = pl.DataFrame() + else: + # 降级: 读 parquet + compute_indicators + df_hist, agg_a = self._build_live_agg_from_parquet(latest, start_60d) + + if df_hist.is_empty(): + self._live_agg_cache = pl.DataFrame() + self._live_agg_cache_date = None + return + + if agg_a.is_empty(): + self._live_agg_cache = pl.DataFrame() + self._live_agg_cache_date = None + return + + # 单独计算 _ema12 / _ema26 (compute_indicators 内部会 drop 掉) + df_ema = df_hist.sort(["symbol", "date"]).with_columns([ + pl.col("close").ewm_mean(alpha=_ema_alpha(12), adjust=False).over("symbol").alias("_ema12"), + pl.col("close").ewm_mean(alpha=_ema_alpha(26), adjust=False).over("symbol").alias("_ema26"), + ]).filter(pl.col("date") == latest).select("symbol", "_ema12", "_ema26") + + agg_a = agg_a.join(df_ema, on="symbol", how="inner") + + # 单独计算 RSI 状态列 (compute_indicators 内部会 drop 掉) + df_rsi_base = df_hist.sort(["symbol", "date"]).with_columns( + pl.col("close").diff().over("symbol").alias("_daily_delta") + ) + gain = pl.when(pl.col("_daily_delta") > 0).then(pl.col("_daily_delta")).otherwise(0.0) + loss = pl.when(pl.col("_daily_delta") < 0).then(-pl.col("_daily_delta")).otherwise(0.0) + rsi_exprs = [] + for n in (6, 14, 24): + a = 1.0 / n + rsi_exprs.append(gain.ewm_mean(alpha=a, adjust=False).over("symbol").alias(f"_rsi_avg_gain_{n}")) + rsi_exprs.append(loss.ewm_mean(alpha=a, adjust=False).over("symbol").alias(f"_rsi_avg_loss_{n}")) + df_rsi = ( + df_rsi_base + .with_columns(rsi_exprs) + .filter(pl.col("date") == latest) + .select("symbol", *[f"_rsi_avg_gain_{n}" for n in (6, 14, 24)], + *[f"_rsi_avg_loss_{n}" for n in (6, 14, 24)]) + ) + agg_a = agg_a.join(df_rsi, on="symbol", how="inner") + + # 前复权因子: adj_factor = close(复权) / raw_close(原始) + if "raw_close" in df_hist.columns: + adj_factor_df = ( + df_hist.filter(pl.col("date") == latest) + .select("symbol", (pl.col("close") / pl.col("raw_close")).alias("_adj_factor")) + ) + agg_a = agg_a.join(adj_factor_df, on="symbol", how="left") + if "_adj_factor" in agg_a.columns: + agg_a = agg_a.with_columns(pl.col("_adj_factor").fill_null(1.0)) + + # annual_vol_20d 递推状态: 最近 19 天日收益率的部分和 / 平方和 + df_daily_pct = ( + df_hist.sort(["symbol", "date"]) + .with_columns( + pl.col("close").pct_change().over("symbol").alias("_daily_pct") + ) + ) + df_vol = df_daily_pct.group_by("symbol").agg([ + pl.col("_daily_pct").tail(19).sum().alias("_vol_19d_pct_sum"), + (pl.col("_daily_pct") ** 2).tail(19).sum().alias("_vol_19d_pct_sq_sum"), + ]) + agg_a = agg_a.join(df_vol, on="symbol", how="left") + + # 昨日连板数: 从 enriched parquet 取 (用于增量计算同向 +1) + lf = pl.scan_parquet(self._enriched_glob).filter(pl.col("date") == latest) + consec_cols = [c for c in ["symbol", "consecutive_limit_ups", "consecutive_limit_downs"] + if c in lf.collect_schema().names()] + if len(consec_cols) == 3: + consec_df = lf.select(consec_cols).collect() + if not consec_df.is_empty(): + consec = consec_df.select( + "symbol", + pl.col("consecutive_limit_ups").alias("_prev_consec_up"), + pl.col("consecutive_limit_downs").alias("_prev_consec_down"), + ) + agg_a = agg_a.join(consec, on="symbol", how="left") + + # B类: 按 symbol 分组聚合 — 窗口统计 + agg_b = ( + df_hist.sort(["symbol", "date"]) + .group_by("symbol") + .agg([ + pl.col("close").tail(4).sum().alias("_ma5_partial_sum"), + pl.col("close").tail(9).sum().alias("_ma10_partial_sum"), + pl.col("close").tail(19).sum().alias("_ma20_partial_sum"), + pl.col("close").tail(29).sum().alias("_ma30_partial_sum"), + pl.col("close").tail(59).sum().alias("_ma60_partial_sum"), + + pl.col("close").tail(19).sum().alias("_boll_partial_sum"), + (pl.col("close").tail(19) ** 2).sum().alias("_boll_partial_sq_sum"), + + pl.col("high").tail(59).max().alias("_high_59d"), + pl.col("low").tail(59).min().alias("_low_59d"), + + pl.col("close").tail(5).first().alias("_close_5d_ago"), + pl.col("close").tail(10).first().alias("_close_10d_ago"), + pl.col("close").tail(20).first().alias("_close_20d_ago"), + pl.col("close").tail(30).first().alias("_close_30d_ago"), + pl.col("close").tail(60).first().alias("_close_60d_ago"), + + pl.col("volume").tail(4).sum().alias("_vol_ma5_partial_sum"), + pl.col("volume").tail(9).sum().alias("_vol_ma10_partial_sum"), + + pl.col("low").tail(8).min().alias("_kdj_8d_low"), + pl.col("high").tail(8).max().alias("_kdj_8d_high"), + + pl.col("close").tail(59).len().alias("_window_len"), + ]) + ) + + self._live_agg_cache = agg_a.join(agg_b, on="symbol", how="inner") + self._live_agg_cache_date = latest + + def _live_agg_baseline_date(self, latest: date) -> date: + """盘中递推基准日期。当天实时分区存在时使用上一可用交易日。""" + if latest != date.today(): + return latest + try: + row = self.execute_one( + "SELECT max(date) FROM kline_enriched WHERE date < ?", + [latest], + ) + if row and row[0]: + d = row[0] + return d if isinstance(d, date) else date.fromisoformat(str(d)) + except Exception: # noqa: BLE001 + pass + return latest + + def _build_live_agg_from_parquet(self, latest: date, start_60d: date) -> tuple[pl.DataFrame, pl.DataFrame]: + """降级路径: 从 parquet 读取数据并计算指标 (当 _enriched_history_cache 不可用时)。""" + from app.indicators.pipeline import compute_indicators + + lf = ( + pl.scan_parquet(self._enriched_glob) + .filter(pl.col("date") >= start_60d) + .filter(pl.col("date") <= latest) + .sort(["symbol", "date"]) + ) + + read_cols = [c for c in ["symbol", "date", "open", "high", "low", "close", "volume", + "raw_close", "raw_high", "raw_low"] + if c in lf.collect_schema().names()] + df_hist = lf.select(read_cols).collect() + + if df_hist.is_empty(): + return df_hist, pl.DataFrame() + + df_with_indicators = compute_indicators(df_hist) + + state_cols = [ + "symbol", + "ema5", "ema10", "ema20", "ema30", "ema60", + "macd_dea", + "kdj_k", "kdj_d", + "atr_14", + "close", "high", "low", + "annual_vol_20d", + ] + existing_state = [c for c in state_cols if c in df_with_indicators.columns] + agg_a = df_with_indicators.filter(pl.col("date") == latest).select(existing_state) + + return df_hist, agg_a + + def _refresh_instruments(self) -> None: + """加载 instruments 到内存。""" + try: + df = pl.scan_parquet(self._inst_glob).collect() + if not df.is_empty(): + self._instruments_cache = df + logger.info("instruments 缓存已加载: %d 只", len(df)) + except Exception as e: # noqa: BLE001 + logger.warning("instruments 缓存刷新失败: %s", e) + + def _refresh_index_instruments(self) -> None: + """加载指数 instruments 到内存。""" + try: + df = pl.scan_parquet(self._index_inst_glob).collect() + if not df.is_empty(): + self._index_instruments_cache = df + logger.info("index instruments 缓存已加载: %d 只", len(df)) + except Exception as e: # noqa: BLE001 + logger.debug("index instruments 缓存刷新跳过: %s", e) + + def get_enriched_latest(self) -> tuple[pl.DataFrame, date | None]: + """返回缓存的 enriched 最新日 DataFrame + 日期。如无缓存则懒加载。""" + if self._enriched_cache is None: + self._refresh_enriched() + if self._enriched_cache is None: + return pl.DataFrame(), self._enriched_cache_date + return self._enriched_cache, self._enriched_cache_date + + def get_enriched_history(self, target_date: date, lookback_days: int) -> pl.DataFrame | None: + """返回预计算的 enriched 历史数据 (仅 lookback 范围, 不含 warmup)。 + + warmup 部分在 _refresh_enriched 计算指标时已使用, 策略只需要最终的 lookback 窗口。 + 返回 ~33万行 (90日历天) 而非 ~107万行, filter_history 策略的 group_by 快 20x+。 + """ + cache = self._enriched_history_cache + if cache is None or cache.is_empty(): + return None + if "date" not in cache.columns: + return None + cache_max = cache["date"].max() + cache_min = cache["date"].min() + from datetime import timedelta + # 验证缓存覆盖完整范围 (含 warmup) + warmup_start = target_date - timedelta(days=(lookback_days + 60) * 2) + if cache_min > warmup_start or cache_max < target_date: + return None + # 只返回 lookback 范围 (日历天数 ≈ 2/3 交易日, 足够覆盖) + lookback_start = target_date - timedelta(days=lookback_days) + return cache.filter((pl.col("date") >= lookback_start) & (pl.col("date") <= target_date)) + + def get_enriched_range( + self, + start: date, + end: date, + symbols: list[str] | None = None, + columns: list[str] | None = None, + ) -> pl.DataFrame | None: + """从预计算 enriched 历史缓存返回完整区间；缓存不覆盖时返回 None。""" + if self._enriched_history_cache is None: + self._refresh_enriched() + cache = self._enriched_history_cache + if cache is None or cache.is_empty() or "date" not in cache.columns: + return None + + cache_min = cache["date"].min() + cache_max = cache["date"].max() + if cache_min > start or cache_max < end: + return None + + df = cache.filter((pl.col("date") >= start) & (pl.col("date") <= end)) + if symbols is not None: + df = df.filter(pl.col("symbol").is_in(symbols)) + if columns and not df.is_empty(): + existing = [c for c in columns if c in df.columns] + if "symbol" not in existing and "symbol" in df.columns: + existing.insert(0, "symbol") + if "date" not in existing and "date" in df.columns: + existing.insert(1, "date") + df = df.select(existing) + return df.sort(["symbol", "date"]) + + def get_live_agg(self) -> pl.DataFrame: + """返回盘中实时指标预计算聚合表。如无缓存则懒加载。""" + if self._live_agg_cache is None: + self._refresh_enriched() + if self._live_agg_cache is None: + return pl.DataFrame() + return self._live_agg_cache + + def get_instruments(self) -> pl.DataFrame: + """返回缓存的 instruments DataFrame。如无缓存则懒加载。""" + if self._instruments_cache is None: + self._refresh_instruments() + if self._instruments_cache is None: + return pl.DataFrame() + return self._instruments_cache + + def get_index_instruments(self) -> pl.DataFrame: + """返回缓存的指数 instruments DataFrame。如无缓存则懒加载。""" + if self._index_instruments_cache is None: + self._refresh_index_instruments() + if self._index_instruments_cache is None: + return pl.DataFrame() + return self._index_instruments_cache + + def get_index_symbol_set(self) -> set[str]: + """返回已缓存指数 symbol 集合。""" + df = self.get_index_instruments() + if df.is_empty() or "symbol" not in df.columns: + return set() + return set(df["symbol"].cast(pl.Utf8).to_list()) + + def enriched_latest_date(self) -> date | None: + """返回缓存中的 enriched 最新日期。""" + return self._enriched_cache_date + + # ================================================================ + # 热路径: Polars 查询 (Chart / Screener / Signals / Intraday) + # ================================================================ + + def get_daily( + self, + symbol: str, + start: date, + end: date, + columns: list[str] | None = None, + ) -> pl.DataFrame: + """单股日K查询 — 从14列parquet读取后即时计算指标。""" + from datetime import timedelta + + # 扩展范围用于指标预热 (MA60 需要 ~60 交易日 ≈ 120 日历日) + warmup_start = start - timedelta(days=150) + + # 扫描14列 parquet + df = self._scan_daily_symbol(symbol, warmup_start, end, None) + if not df.is_empty(): + df = self._compute_enriched_range(df) + + # 尝试用缓存数据覆盖最新日 (盘中更准确) + cached, cache_date = self.get_enriched_latest() + if not df.is_empty() and cached is not None and not cached.is_empty() and cache_date: + if start <= cache_date <= end: + cached_part = self._filter_cached(cached, symbol, None) + if not cached_part.is_empty(): + df = df.filter(pl.col("date") != cache_date) + common_cols = [c for c in df.columns if c in cached_part.columns] + df = pl.concat([df.select(common_cols), cached_part.select(common_cols)]) + + # 裁剪到请求范围 + if not df.is_empty(): + df = df.filter((pl.col("date") >= start) & (pl.col("date") <= end)) + + if columns and not df.is_empty(): + existing = [c for c in columns if c in df.columns] + df = df.select(existing) + + return df + + def get_daily_batch( + self, + symbols: list[str], + start: date, + end: date, + columns: list[str] | None = None, + ) -> pl.DataFrame: + """批量日K查询。""" + cached, cache_date = self.get_enriched_latest() + if cached is not None and not cached.is_empty() and cache_date: + if start >= cache_date: + return self._filter_cached_batch(cached, symbols, columns) + + # 回退 scan_parquet + return self._scan_daily_batch(symbols, start, end, columns) + + def get_index_daily( + self, + symbol: str, + start: date, + end: date, + columns: list[str] | None = None, + ) -> pl.DataFrame: + """指数日K查询 — 从独立指数 enriched parquet 读取后即时计算通用指标。""" + from datetime import timedelta + + warmup_start = start - timedelta(days=150) + df = self._scan_index_daily_symbol(symbol, warmup_start, end, None) + if not df.is_empty(): + df = self._compute_index_enriched_range(df) + df = df.filter((pl.col("date") >= start) & (pl.col("date") <= end)) + if columns and not df.is_empty(): + existing = [c for c in columns if c in df.columns] + df = df.select(existing) + return df + + def get_minute( + self, + symbol: str, + trade_date: date, + ) -> pl.DataFrame: + """分钟K查询 — Polars scan_parquet + predicate pushdown。""" + try: + return pl.scan_parquet(self._minute_glob).filter( + (pl.col("symbol") == symbol) + & (pl.col("datetime").dt.date() == trade_date) + ).sort("datetime").collect() + except Exception as e: # noqa: BLE001 + logger.warning("分钟K查询失败: %s", e) + return pl.DataFrame() + + # ================================================================ + # Polars 查询内部方法 + # ================================================================ + + def _compute_enriched_range(self, df: pl.DataFrame) -> pl.DataFrame: + """对14列enriched数据即时计算完整指标+信号。输入应含足够预热行数。""" + from app.indicators.pipeline import compute_indicators, compute_signals, compute_limit_signals, filter_halt_days + if df.is_empty() or df.height < 2: + return df + # 兜底过滤历史脏数据中的停牌日 (close 可能被填充为前收盘价) + df = filter_halt_days(df) + if df.is_empty() or df.height < 2: + return df + try: + df = compute_indicators(df) + df = compute_signals(df) + instruments = self.get_instruments() + df = compute_limit_signals(df, instruments) + except Exception as e: # noqa: BLE001 + logger.warning("on-demand compute failed: %s", e) + return df + + def _compute_index_enriched_range(self, df: pl.DataFrame) -> pl.DataFrame: + """指数只计算通用技术指标和通用信号，跳过涨跌停/股本/市值逻辑。""" + from app.indicators.pipeline import compute_indicators, compute_signals + if df.is_empty() or df.height < 2: + return df + try: + df = compute_indicators(df) + df = compute_signals(df) + except Exception as e: # noqa: BLE001 + logger.warning("index on-demand compute failed: %s", e) + return df + + def _filter_cached(self, cached: pl.DataFrame, symbol: str, columns: list[str] | None) -> pl.DataFrame: + df = cached.filter(pl.col("symbol") == symbol) + if columns and not df.is_empty(): + existing = [c for c in columns if c in df.columns] + df = df.select(existing) + return df + + def _filter_cached_batch(self, cached: pl.DataFrame, symbols: list[str], columns: list[str] | None) -> pl.DataFrame: + df = cached.filter(pl.col("symbol").is_in(symbols)) + if columns and not df.is_empty(): + existing = [c for c in columns if c in df.columns] + df = df.select(existing) + return df.sort(["symbol", "date"]) + + def _scan_daily_symbol(self, symbol: str, start: date, end: date, columns: list[str] | None) -> pl.DataFrame: + try: + lf = pl.scan_parquet(self._enriched_glob, + cast_options=pl.ScanCastOptions(integer_cast="allow-float")).filter( + (pl.col("symbol") == symbol) + & (pl.col("date") >= start) + & (pl.col("date") <= end) + ).sort("date") + if columns: + schema_names = lf.collect_schema().names() + existing = [c for c in columns if c in schema_names] + lf = lf.select(existing) + return lf.collect() + except Exception as e: # noqa: BLE001 + logger.warning("日K查询失败: %s", e) + return pl.DataFrame() + + def _scan_daily_batch(self, symbols: list[str], start: date, end: date, columns: list[str] | None) -> pl.DataFrame: + try: + lf = pl.scan_parquet(self._enriched_glob, + cast_options=pl.ScanCastOptions(integer_cast="allow-float")).filter( + (pl.col("symbol").is_in(symbols)) + & (pl.col("date") >= start) + & (pl.col("date") <= end) + ).sort(["symbol", "date"]) + if columns: + schema_names = lf.collect_schema().names() + existing = [c for c in columns if c in schema_names] + lf = lf.select(existing) + return lf.collect() + except Exception as e: # noqa: BLE001 + logger.warning("日K批量查询失败: %s", e) + return pl.DataFrame() + + def _scan_index_daily_symbol(self, symbol: str, start: date, end: date, columns: list[str] | None) -> pl.DataFrame: + try: + lf = pl.scan_parquet(self._index_enriched_glob, + cast_options=pl.ScanCastOptions(integer_cast="allow-float")).filter( + (pl.col("symbol") == symbol) + & (pl.col("date") >= start) + & (pl.col("date") <= end) + ).sort("date") + if columns: + schema_names = lf.collect_schema().names() + existing = [c for c in columns if c in schema_names] + lf = lf.select(existing) + return lf.collect() + except Exception as e: # noqa: BLE001 + logger.warning("指数日K查询失败: %s", e) + return pl.DataFrame() + + def _merge_cached_and_scan( + self, + cached: pl.DataFrame, + cache_date: date, + symbol: str, + start: date, + end: date, + columns: list[str] | None, + ) -> pl.DataFrame: + """合并缓存部分 + scan 历史部分。 + + 历史部分用 strict < cache_date, 避免与缓存重复。 + 两部分 schema 可能不一致 (增量 vs 全量), concat 前对齐列。 + """ + hist = self._scan_daily_symbol(symbol, start, cache_date, columns) + cached_part = self._filter_cached(cached, symbol, columns) + if hist.is_empty(): + return cached_part + if cached_part.is_empty(): + return hist + # 去重: 历史部分可能包含 cache_date, 去掉后再合并 + hist = hist.filter(pl.col("date") < cache_date) + # 对齐列: 取交集, 统一类型 + common_cols = [c for c in hist.columns if c in cached_part.columns] + hist = hist.select(common_cols) + cached_part = cached_part.select(common_cols) + # 统一类型: 历史可能是 Float64, 缓存可能是 Int64, 统一为 cast + for c in common_cols: + if hist[c].dtype != cached_part[c].dtype: + # 统一到更宽的类型 + target = hist[c].dtype if hist.height > cached_part.height else cached_part[c].dtype + hist = hist.with_columns(pl.col(c).cast(target)) + cached_part = cached_part.with_columns(pl.col(c).cast(target)) + return pl.concat([hist, cached_part]) + + # ================================================================ + # DuckDB 查询 (冷路径: 统计/元数据/自定义SQL) + # ================================================================ + + def latest_minute_date(self, symbol: str) -> date | None: + try: + with self._lock: + row = self.db.execute( + "SELECT max(CAST(datetime AS DATE)) FROM kline_minute WHERE symbol = ?", + [symbol], + ).fetchone() + if row and row[0]: + return row[0] if isinstance(row[0], date) else date.fromisoformat(str(row[0])) + except duckdb.CatalogException: + pass + return None + + def earliest_daily_date(self) -> date | None: + """本地日K数据的最早日期。""" + try: + with self._lock: + res = self.db.execute( + "SELECT min(date) FROM kline_daily", + ).fetchone() + if res and res[0]: + d = res[0] + return d if isinstance(d, date) else date.fromisoformat(str(d)) + except Exception: + return None + return None + + def earliest_minute_date(self) -> date | None: + """本地分钟K数据的最早日期。""" + try: + with self._lock: + res = self.db.execute( + "SELECT min(CAST(datetime AS DATE)) FROM kline_minute", + ).fetchone() + if res and res[0]: + d = res[0] + return d if isinstance(d, date) else date.fromisoformat(str(d)) + except Exception: + return None + return None + + def latest_daily_date(self) -> date | None: + """本地日K数据的最新日期。""" + try: + with self._lock: + res = self.db.execute( + "SELECT max(date) FROM kline_daily", + ).fetchone() + if res and res[0]: + d = res[0] + return d if isinstance(d, date) else date.fromisoformat(str(d)) + except Exception: + return None + return None + + def _latest_enriched_date_duckdb(self) -> date | None: + try: + with self._lock: + res = self.db.execute( + "SELECT max(date) FROM kline_enriched", + ).fetchone() + if res and res[0]: + d = res[0] + return d if isinstance(d, date) else date.fromisoformat(str(d)) + except Exception: # noqa: BLE001 + return None + return None + + # ================================================================ + # 写入 (Pipeline / Sync) + # ================================================================ + + def append_daily(self, df: pl.DataFrame) -> None: + """按日分区写入日K数据 (merge-upsert)。""" + if df.is_empty(): + return + self._write_daily_partition(df, "kline_daily") + + def append_enriched(self, df: pl.DataFrame) -> None: + """按日分区写入 enriched 数据 (merge-upsert)。磁盘仅写入 14 列存储列。""" + if df.is_empty(): + return + from app.indicators.pipeline import ENRICHED_STORAGE_COLS + storage_cols = [c for c in ENRICHED_STORAGE_COLS if c in df.columns] + df_storage = df.select(storage_cols) + self._write_daily_partition(df_storage, "kline_daily_enriched") + + def append_index_daily(self, df: pl.DataFrame) -> None: + """按日分区写入指数日K数据 (merge-upsert)。""" + if df.is_empty(): + return + self._write_daily_partition(df, "kline_index_daily") + + def append_index_enriched(self, df: pl.DataFrame) -> None: + """按日分区写入指数 enriched 数据。磁盘仅写入通用基础行情窄表。""" + if df.is_empty(): + return + from app.indicators.pipeline import ENRICHED_STORAGE_COLS + storage_cols = [c for c in ENRICHED_STORAGE_COLS if c in df.columns] + df_storage = df.select(storage_cols) + self._write_daily_partition(df_storage, "kline_index_enriched") + + def save_index_instruments(self, df: pl.DataFrame) -> None: + """保存指数标的维表。""" + if df.is_empty() or "symbol" not in df.columns: + return + out = self.store.data_dir / "instruments_index" / "instruments_index.parquet" + out.parent.mkdir(parents=True, exist_ok=True) + df.unique(subset=["symbol"], keep="last").sort("symbol").write_parquet(out) + self._index_instruments_cache = None + self._refresh_index_instruments() + + def refresh_index_views(self) -> None: + """刷新指数相关 DuckDB 视图。""" + d = self.store.data_dir.as_posix() + statements = [ + f"""CREATE OR REPLACE VIEW kline_index_daily AS + SELECT * FROM read_parquet('{d}/kline_index_daily/**/*.parquet', union_by_name=true)""", + f"""CREATE OR REPLACE VIEW kline_index_enriched AS + SELECT * FROM read_parquet('{d}/kline_index_enriched/**/*.parquet', union_by_name=true)""", + f"""CREATE OR REPLACE VIEW instruments_index AS + SELECT * FROM read_parquet('{d}/instruments_index/**/*.parquet', union_by_name=true)""", + ] + for sql in statements: + try: + with self._lock: + self.db.execute(sql) + except Exception as e: # noqa: BLE001 + logger.debug("index view refresh skipped: %s", e) + + def _write_daily_partition(self, df: pl.DataFrame, table: str) -> None: + """按 date 分区写入 parquet，每个日期一个文件，支持 merge-upsert。""" + base = self.store.data_dir / table + for date_df in df.partition_by("date"): + dt = date_df["date"][0] + ds = dt.isoformat() if hasattr(dt, "isoformat") else str(dt) + out = base / f"date={ds}" / "part.parquet" + out.parent.mkdir(parents=True, exist_ok=True) + if out.exists(): + existing = pl.read_parquet(out) + date_df = pl.concat([existing, date_df], how="diagonal_relaxed").unique( + subset=["symbol", "date"], keep="last" + ) + date_df = date_df.sort(["symbol", "date"]) + date_df.write_parquet(out) + + def flush_live_daily(self, df: pl.DataFrame) -> None: + """覆写当天 kline_daily 分区 (实时行情落盘, 非merge)。""" + if df.is_empty() or "date" not in df.columns: + return + base = self.store.data_dir / "kline_daily" + dt = df["date"][0] + ds = dt.isoformat() if hasattr(dt, "isoformat") else str(dt) + out = base / f"date={ds}" / "part.parquet" + out.parent.mkdir(parents=True, exist_ok=True) + df.sort(["symbol", "date"]).write_parquet(out) + + def flush_live_enriched(self, df: pl.DataFrame) -> None: + """覆写当天 kline_daily_enriched 分区 (实时 enriched 落盘, 非merge)。 + + 内存缓存保留完整指标列供各服务使用，磁盘仅写入 14 列存储列。 + """ + if df.is_empty() or "date" not in df.columns: + return + # 内存缓存: 保留完整 66 列 + self._enriched_cache = df.sort(["symbol"]) + dt = df["date"][0] + self._enriched_cache_date = dt + # 磁盘写入: 仅 14 列存储列 + from app.indicators.pipeline import ENRICHED_STORAGE_COLS + storage_cols = [c for c in ENRICHED_STORAGE_COLS if c in df.columns] + df_storage = df.select(storage_cols).sort(["symbol"]) + base = self.store.data_dir / "kline_daily_enriched" + ds = dt.isoformat() if hasattr(dt, "isoformat") else str(dt) + out = base / f"date={ds}" / "part.parquet" + out.parent.mkdir(parents=True, exist_ok=True) + df_storage.write_parquet(out) diff --git a/backend/app/tickflow/scheduler.py b/backend/app/tickflow/scheduler.py new file mode 100644 index 0000000..588b67c --- /dev/null +++ b/backend/app/tickflow/scheduler.py @@ -0,0 +1,66 @@ +"""请求调度器(§5.6)。 + +按 capability 分别维护令牌桶。Phase 0:基础实现;Phase 1 接入批量合并、优先级队列。 +""" +from __future__ import annotations + +import asyncio +import time +from dataclasses import dataclass + +from .capabilities import Cap, CapabilitySet + + +@dataclass +class _Bucket: + capacity: int # 每分钟令牌数 + tokens: float + last_refill: float # 单位:秒 + + def consume(self, n: int = 1) -> float: + """尝试消费 n 个令牌,返回需要等待的秒数(0 表示无需等待)。""" + now = time.monotonic() + elapsed = now - self.last_refill + # 60s 内补满 capacity,匀速补 + refill = elapsed * (self.capacity / 60.0) + self.tokens = min(self.capacity, self.tokens + refill) + self.last_refill = now + + if self.tokens >= n: + self.tokens -= n + return 0.0 + deficit = n - self.tokens + # 还需多少秒才能补齐 + wait = deficit / (self.capacity / 60.0) + # 不预扣,留给下一次再竞争(避免饿死优先级高的请求) + return wait + + +class Scheduler: + """每个 capability 一个桶。""" + + def __init__(self, capset: CapabilitySet) -> None: + self._capset = capset + self._buckets: dict[Cap, _Bucket] = {} + self._locks: dict[Cap, asyncio.Lock] = {} + for cap, lim in capset.all().items(): + if lim.rpm: + self._buckets[cap] = _Bucket( + capacity=lim.rpm, + tokens=lim.rpm, + last_refill=time.monotonic(), + ) + self._locks[cap] = asyncio.Lock() + + async def acquire(self, cap: Cap, n: int = 1) -> None: + """阻塞直到拿到 n 个令牌。无桶 = 不限流(由调用方保证)。""" + bucket = self._buckets.get(cap) + if bucket is None: + return + lock = self._locks[cap] + async with lock: + while True: + wait = bucket.consume(n) + if wait == 0: + return + await asyncio.sleep(wait) diff --git a/backend/pyproject.toml b/backend/pyproject.toml new file mode 100644 index 0000000..068f4b2 --- /dev/null +++ b/backend/pyproject.toml @@ -0,0 +1,65 @@ +[project] +name = "tf-stocks-panel-backend" +version = "0.1.0" +description = "A 股选股 + 监控 + 回测面板 — TickFlow 适配" +readme = "../README.md" +requires-python = ">=3.11" +license = { text = "MIT" } +dependencies = [ + # Web + "fastapi>=0.115", + "uvicorn[standard]>=0.30", + "pydantic>=2.7", + "pydantic-settings>=2.4", + "python-multipart>=0.0.6", + "sse-starlette>=2.0", + # Data + "polars>=1.0", + "duckdb>=1.0", + "pyarrow>=16.0", + "pandas>=2.2", # 仅在 BacktestService 边界使用,见 §7.4 / ADR-19 + "fastexcel>=0.10", # Polars 读取 xlsx/xls + # TickFlow 官方 SDK + "tickflow[all]>=0.1.21", + # Scheduling + "apscheduler>=3.10", + # Config + "pyyaml>=6.0", + "python-dotenv>=1.0", + # AI(可选,但默认装上) + "openai>=1.40", # OpenAI 兼容适配器复用 openai SDK + "httpx>=0.27", +] + +[project.optional-dependencies] +# 回测依赖 vectorbt → numba → llvmlite,体积大且 macOS/Intel 上无预构建 wheel 时 +# 需要 brew install cmake 现场编译。挪到可选 extras,主依赖瘦身。 +# 启用:`uv sync --extra backtest` +backtest = [ + "vectorbt>=0.26", +] + +dev = [ + "pytest>=8.0", + "pytest-asyncio>=0.23", + "ruff>=0.5", + "mypy>=1.10", +] + +[build-system] +requires = ["hatchling"] +build-backend = "hatchling.build" + +[tool.hatch.build.targets.wheel] +packages = ["app"] + +[tool.ruff] +line-length = 100 +target-version = "py311" + +[tool.ruff.lint] +select = ["E", "F", "I", "N", "UP", "B", "SIM", "RUF"] +ignore = ["E501"] # 长行交给 fmt + +[tool.pytest.ini_options] +asyncio_mode = "auto" diff --git a/backend/scripts/__init__.py b/backend/scripts/__init__.py new file mode 100644 index 0000000..e69de29 diff --git a/backend/scripts/cleanup_halt_days.py b/backend/scripts/cleanup_halt_days.py new file mode 100644 index 0000000..43174f8 --- /dev/null +++ b/backend/scripts/cleanup_halt_days.py @@ -0,0 +1,96 @@ +#!/usr/bin/env python +"""一次性清理脚本：移除已入库的停牌脏数据。 + +背景：历史停牌过滤条件为 "OHLC 全零"，会漏过 close 被数据源填充为 +前收盘价的停牌记录（如 *ST 撤销风险警示的停牌日），导致日 K 图出现 +开盘价为 0 的异常蜡烛。停牌过滤已改用 "open==0 且 high==0"，本脚本 +负责清理既有脏数据，可重复执行（幂等）。 + +用法（从 backend/ 目录运行）： + .venv/bin/python -m scripts.cleanup_halt_days # 清理 + dry-run 关闭 + .venv/bin/python -m scripts.cleanup_halt_days --dry-run # 仅扫描，不写盘 +""" +from __future__ import annotations + +import argparse +import logging +from pathlib import Path + +import polars as pl + +logger = logging.getLogger(__name__) + +# kline_daily 原始表与 enriched 表的脏数据都在这些分区里 +HALT_TABLES = ["kline_daily", "kline_daily_enriched"] +DATA_DIR = Path(__file__).resolve().parent.parent.parent / "data" +HALT_PRED = (pl.col("open") == 0) & (pl.col("high") == 0) + + +def _scan_dirty(table: str) -> pl.DataFrame: + glob = str(DATA_DIR / table / "**" / "*.parquet") + cast = pl.ScanCastOptions(integer_cast="allow-float") + return ( + pl.scan_parquet(glob, hive_partitioning=True, cast_options=cast) + .filter(HALT_PRED) + .select("symbol", "date") + .collect() + ) + + +def _clean_table(table: str, dry_run: bool) -> int: + """清理单张表所有脏分区，返回被删除的行数。""" + dirty = _scan_dirty(table) + if dirty.is_empty(): + logger.info("[%s] 无脏数据", table) + return 0 + + removed = 0 + base = DATA_DIR / table + for dt in dirty["date"].unique().sort(): + part = base / f"date={dt}" / "part.parquet" + if not part.exists(): + logger.warning("[%s] 分区文件不存在: %s", table, part) + continue + df = pl.read_parquet(part) + before = df.height + cleaned = df.filter(~HALT_PRED) + after = cleaned.height + diff = before - after + if diff == 0: + continue + removed += diff + if dry_run: + logger.info("[%s %s] 将删除 %d 行 (停牌), 剩余 %d 行 [dry-run]", + table, dt, diff, after) + continue + if after == 0: + part.unlink() + logger.info("[%s %s] 删除 %d 行后分区为空, 已移除文件", table, dt, diff) + else: + cleaned.write_parquet(part) + logger.info("[%s %s] 删除 %d 行 (停牌), 剩余 %d 行已重写", + table, dt, diff, after) + return removed + + +def main() -> None: + ap = argparse.ArgumentParser(description="清理已入库的停牌脏数据") + ap.add_argument("--dry-run", action="store_true", help="仅扫描不写盘") + args = ap.parse_args() + + logging.basicConfig( + level=logging.INFO, + format="%(asctime)s %(levelname)s %(message)s", + datefmt="%H:%M:%S", + ) + + total = 0 + for table in HALT_TABLES: + total += _clean_table(table, args.dry_run) + + mode = "dry-run 扫描" if args.dry_run else "已清理" + logger.info("完成: 共 %s %d 行停牌脏数据", mode, total) + + +if __name__ == "__main__": + main() diff --git a/backend/tests/backtest/test_engine_portfolio.py b/backend/tests/backtest/test_engine_portfolio.py new file mode 100644 index 0000000..8a36cb6 --- /dev/null +++ b/backend/tests/backtest/test_engine_portfolio.py @@ -0,0 +1,312 @@ +from __future__ import annotations + +from datetime import date, timedelta + +import polars as pl + +from app.backtest.engine import BacktestEngine, MatcherConfig + + +def _panel(symbols: list[str], days: int = 4, price: float = 10.0, overrides: dict[tuple[str, int], dict] | None = None) -> pl.DataFrame: + overrides = overrides or {} + start = date(2024, 1, 1) + rows = [] + for sym in symbols: + for i in range(days): + patch = overrides.get((sym, i), {}) + rows.append({ + "symbol": sym, + "name": sym, + "date": start + timedelta(days=i), + "open": patch.get("open", price), + "high": patch.get("high", price), + "low": patch.get("low", price), + "close": patch.get("close", price), + "volume": patch.get("volume", 100_000), + "score": patch.get("score", {"A": 4, "B": 3, "C": 2, "D": 1}.get(sym, 0)), + "signal_limit_up": patch.get("signal_limit_up", False), + "signal_limit_down": patch.get("signal_limit_down", False), + }) + return pl.DataFrame(rows).sort(["symbol", "date"]) + + +def _mask(panel: pl.DataFrame, marks: set[tuple[str, int]]) -> pl.Series: + values = [] + base = date(2024, 1, 1) + for row in panel.select(["symbol", "date"]).iter_rows(named=True): + day = (row["date"] - base).days + values.append((row["symbol"], day) in marks) + return pl.Series(values, dtype=pl.Boolean) + + +def _engine() -> BacktestEngine: + return BacktestEngine(repo=None) # simulate_portfolio 不访问 repo + + +def test_max_exposure_sets_target_position_and_caps_count(): + panel = _panel(["A", "B", "C", "D"], days=3) + entries = _mask(panel, {("A", 0), ("B", 0), ("C", 0), ("D", 0)}) + exits = _mask(panel, set()) + + result = _engine().simulate_portfolio( + panel, + entries, + exits, + MatcherConfig( + matching="open_t+1", + fees_pct=0, + slippage_bps=0, + max_positions=3, + max_exposure_pct=0.6, + initial_capital=100_000, + ), + ) + + assert len(result.trades) == 3 + assert {t.symbol for t in result.trades} == {"A", "B", "C"} + assert all(abs(t.position_pct - 0.2) < 0.001 for t in result.trades) + assert result.stats["max_exposure"] <= 0.61 + + +def test_one_price_limit_up_blocks_buy(): + panel = _panel( + ["A"], + days=3, + overrides={ + ("A", 1): {"open": 11, "high": 11, "low": 11, "close": 11, "signal_limit_up": True}, + }, + ) + entries = _mask(panel, {("A", 0)}) + exits = _mask(panel, set()) + + result = _engine().simulate_portfolio( + panel, + entries, + exits, + MatcherConfig(matching="open_t+1", fees_pct=0, slippage_bps=0, max_positions=1, initial_capital=100_000), + ) + + assert result.trades == [] + assert result.stats["execution"]["buy_limit_up"] == 1 + + +def test_failed_open_exit_keeps_slot_and_blocks_replacement_buy(): + panel = _panel( + ["A", "B", "C", "D"], + days=4, + overrides={ + ("A", 2): {"open": 9, "high": 9, "low": 9, "close": 9, "signal_limit_down": True}, + }, + ) + entries = _mask(panel, { + ("A", 0), ("B", 0), ("C", 0), + ("D", 1), + }) + exits = _mask(panel, {("A", 1)}) + + result = _engine().simulate_portfolio( + panel, + entries, + exits, + MatcherConfig( + matching="open_t+1", + fees_pct=0, + slippage_bps=0, + max_positions=3, + max_exposure_pct=0.6, + initial_capital=100_000, + ), + ) + + assert "D" not in {t.symbol for t in result.trades} + assert result.stats["execution"]["sell_limit_down"] == 1 + assert result.stats["execution"]["pending_exit"] == 1 + assert result.stats["execution"]["buy_no_slot"] >= 1 + a_trade = next(t for t in result.trades if t.symbol == "A") + assert a_trade.blocked_exit_days == 1 + assert a_trade.exit_reason == "signal" + + +def test_trailing_stop_uses_high_water_mark(): + panel = _panel( + ["A"], + days=5, + overrides={ + ("A", 2): {"open": 10, "high": 12, "low": 11.8, "close": 12}, + ("A", 3): {"open": 12, "high": 12, "low": 11.3, "close": 11.3}, + }, + ) + entries = _mask(panel, {("A", 0)}) + exits = _mask(panel, set()) + + result = _engine().simulate_portfolio( + panel, + entries, + exits, + MatcherConfig( + matching="open_t+1", + fees_pct=0, + slippage_bps=0, + max_positions=1, + initial_capital=100_000, + trailing_stop_pct=0.05, + ), + ) + + assert len(result.trades) == 1 + trade = result.trades[0] + assert trade.exit_reason == "trailing_stop" + assert trade.exit_price == 11.4 + + +def test_trailing_take_profit_requires_activation(): + panel = _panel( + ["A"], + days=5, + overrides={ + ("A", 2): {"open": 10, "high": 10.8, "low": 10.4, "close": 10.8}, + ("A", 3): {"open": 10.8, "high": 10.8, "low": 10.4, "close": 10.4}, + }, + ) + entries = _mask(panel, {("A", 0)}) + exits = _mask(panel, set()) + + result = _engine().simulate_portfolio( + panel, + entries, + exits, + MatcherConfig( + matching="open_t+1", + fees_pct=0, + slippage_bps=0, + max_positions=1, + initial_capital=100_000, + trailing_take_profit_activate_pct=0.10, + trailing_take_profit_drawdown_pct=0.03, + ), + ) + + assert result.trades[0].exit_reason == "end" + + +def test_trailing_take_profit_exits_after_activation(): + panel = _panel( + ["A"], + days=5, + overrides={ + ("A", 2): {"open": 10, "high": 12, "low": 11.8, "close": 12}, + ("A", 3): {"open": 12, "high": 12, "low": 11.5, "close": 11.5}, + }, + ) + entries = _mask(panel, {("A", 0)}) + exits = _mask(panel, set()) + + result = _engine().simulate_portfolio( + panel, + entries, + exits, + MatcherConfig( + matching="open_t+1", + fees_pct=0, + slippage_bps=0, + max_positions=1, + initial_capital=100_000, + trailing_take_profit_activate_pct=0.10, + trailing_take_profit_drawdown_pct=0.03, + ), + ) + + assert len(result.trades) == 1 + trade = result.trades[0] + assert trade.exit_reason == "trailing_take_profit" + assert trade.exit_price == 11.7 + + +def test_score_filter_uses_signal_day_score_range(): + panel = _panel( + ["A", "B", "C"], + days=3, + overrides={ + ("A", 0): {"score": 70}, + ("B", 0): {"score": 80}, + ("C", 0): {"score": 90}, + ("A", 1): {"score": 100}, + ("B", 1): {"score": 1}, + ("C", 1): {"score": 1}, + }, + ) + entries = _mask(panel, {("A", 0), ("B", 0), ("C", 0)}) + exits = _mask(panel, set()) + + result = _engine().simulate_portfolio( + panel, + entries, + exits, + MatcherConfig( + matching="open_t+1", + fees_pct=0, + slippage_bps=0, + max_positions=3, + initial_capital=100_000, + score_min=71, + score_max=85, + ), + ) + + assert {t.symbol for t in result.trades} == {"B"} + assert result.trades[0].entry_score == 80 + assert result.stats["execution"]["buy_score_filter"] == 2 + + +def test_independent_candidates_allow_overlapping_same_symbol_trades(): + panel = _panel( + ["A"], + days=5, + overrides={ + ("A", 0): {"close": 10}, + ("A", 1): {"close": 11}, + ("A", 2): {"close": 12}, + ("A", 3): {"close": 13}, + ("A", 4): {"close": 14}, + }, + ) + entries = _mask(panel, {("A", 0), ("A", 1)}) + exits = _mask(panel, set()) + + result = _engine().simulate_independent_candidates( + panel, + entries, + exits, + MatcherConfig(matching="close_t", fees_pct=0, slippage_bps=0, max_hold_days=2), + ) + + assert result.stats["full_kind"] == "candidate_execution" + assert result.stats["n_candidates"] == 2 + assert len(result.trades) == 2 + assert [t.entry_date for t in result.trades] == ["2024-01-01", "2024-01-02"] + assert [t.exit_date for t in result.trades] == ["2024-01-03", "2024-01-04"] + assert all(t.exit_reason == "max_hold" for t in result.trades) + + +def test_independent_candidates_apply_stop_loss(): + panel = _panel( + ["A"], + days=4, + overrides={ + ("A", 0): {"close": 10, "low": 10}, + ("A", 1): {"open": 10, "high": 10, "low": 8.9, "close": 9}, + }, + ) + entries = _mask(panel, {("A", 0)}) + exits = _mask(panel, set()) + + result = _engine().simulate_independent_candidates( + panel, + entries, + exits, + MatcherConfig(matching="close_t", fees_pct=0, slippage_bps=0, stop_loss_pct=0.1), + ) + + assert len(result.trades) == 1 + assert result.trades[0].exit_reason == "stop_loss" + assert result.trades[0].exit_price == 9.0 diff --git a/backend/tests/backtest/test_full_simulation_tail.py b/backend/tests/backtest/test_full_simulation_tail.py new file mode 100644 index 0000000..f5352b9 --- /dev/null +++ b/backend/tests/backtest/test_full_simulation_tail.py @@ -0,0 +1,59 @@ +"""全量模拟 (full mode) 尾部执行回归测试。""" +from __future__ import annotations + +from datetime import date, timedelta + +import polars as pl + +from app.backtest.engine import BacktestEngine, MatcherConfig + + +def _panel_with_tail(symbols: list[str], n_data_days: int) -> pl.DataFrame: + start = date(2024, 1, 1) + rows = [] + for sym in symbols: + for i in range(n_data_days): + px = 10.0 + i + rows.append({ + "symbol": sym, + "date": start + timedelta(days=i), + "open": px, + "high": px, + "low": px, + "close": px, + "volume": 100_000, + "signal_limit_up": False, + "signal_limit_down": False, + }) + return pl.DataFrame(rows).sort(["symbol", "date"]) + + +def test_full_simulation_executes_signal_at_tail(): + """信号集中在正式区间最后一天时, tail 数据应允许次日开盘买入并按策略退出。""" + n_days = 6 + panel = _panel_with_tail(["A"], n_days + 3) + + start = date(2024, 1, 1) + end = start + timedelta(days=n_days - 1) + entry_vals = [] + for row in panel.select(["symbol", "date"]).iter_rows(named=True): + entry_vals.append(row["date"] == end) + entry_mask = pl.Series(entry_vals, dtype=pl.Boolean) + exit_mask = pl.Series([False] * len(panel), dtype=pl.Boolean) + + result = BacktestEngine(repo=None).simulate_independent_candidates( # type: ignore[arg-type] + panel, + entry_mask, + exit_mask, + MatcherConfig(matching="open_t+1", fees_pct=0, slippage_bps=0, max_hold_days=2), + ) + + assert not result.stats.get("error"), f"unexpected error: {result.stats.get('error')}" + assert result.stats.get("full_kind") == "candidate_execution" + assert result.stats.get("n_candidates") == 1 + assert result.stats.get("n_trades") == 1 + assert len(result.trades) == 1 + trade = result.trades[0] + assert trade.entry_signal_date == str(end) + assert trade.entry_date == str(end + timedelta(days=1)) + assert trade.exit_reason == "max_hold" diff --git a/backend/tests/backtest/test_strategy_backtest_correctness.py b/backend/tests/backtest/test_strategy_backtest_correctness.py new file mode 100644 index 0000000..6b55ba8 --- /dev/null +++ b/backend/tests/backtest/test_strategy_backtest_correctness.py @@ -0,0 +1,163 @@ +from __future__ import annotations + +from datetime import date, timedelta +from types import SimpleNamespace + +import polars as pl + +from app.backtest.engine import BacktestEngine, SimResult +from app.backtest.strategy import StrategyBacktestConfig, StrategyBacktestService +from app.strategy.engine import StrategyDef + + +def _strategy(**kwargs) -> StrategyDef: + defaults = dict( + meta={"id": "test", "name": "test", "scoring": {}, "params": [], "limit": 100}, + basic_filter={"enabled": True, "amount_min": 100.0}, + entry_signals=[], + exit_signals=[], + stop_loss=None, + trailing_stop=None, + trailing_take_profit_activate=None, + trailing_take_profit_drawdown=None, + max_hold_days=None, + alerts=[], + filter_fn=lambda df, params: pl.lit(True), + filter_history_fn=None, + lookback_days=1, + source="custom", + file_path=None, + ) + defaults.update(kwargs) + return StrategyDef(**defaults) + + +class _StrategyEngineStub: + def __init__(self, strategy: StrategyDef) -> None: + self.strategy = strategy + + def get(self, strategy_id: str) -> StrategyDef: + return self.strategy + + +class _RepoStub: + def get_index_daily(self, *args, **kwargs) -> pl.DataFrame: + return pl.DataFrame() + + +class _EngineStub: + def __init__(self, panel: pl.DataFrame) -> None: + self.panel = panel + self.repo = _RepoStub() + self.load_args = None + self.sim_panel: pl.DataFrame | None = None + self.sim_entries: pl.Series | None = None + + def load_panel(self, symbols, start: date, end: date) -> pl.DataFrame: + self.load_args = (symbols, start, end) + return self.panel + + def simulate_portfolio(self, panel, entries, exits, config, progress_cb=None, cancel_event=None) -> SimResult: + self.sim_panel = panel + self.sim_entries = entries + return SimResult( + equity_curve=[{"date": "2024-01-01", "value": config.initial_capital}], + drawdown_curve=[{"date": "2024-01-01", "value": 0.0}], + trades=[], + per_symbol_stats=[], + stats={"total_return": 0.0, "n_trades": 0}, + ) + + +def test_basic_filter_only_limits_entries_not_panel_rows(): + start = date(2024, 1, 1) + rows = [] + for i, amount in enumerate([1000.0, 0.0, 1000.0]): + rows.append({ + "symbol": "A", + "name": "A", + "date": start + timedelta(days=i), + "open": 10.0 + i, + "high": 10.0 + i, + "low": 10.0 + i, + "close": 10.0 + i, + "volume": 100_000, + "amount": amount, + "signal_limit_up": False, + "signal_limit_down": False, + }) + panel = pl.DataFrame(rows).sort(["symbol", "date"]) + engine = _EngineStub(panel) + service = StrategyBacktestService(engine=engine, strategy_engine=_StrategyEngineStub(_strategy())) + + result = service.run(StrategyBacktestConfig( + strategy_id="test", + symbols=None, + start=start, + end=start + timedelta(days=2), + matching="close_t", + mode="position", + )) + + assert result.error is None + assert engine.sim_panel is not None + assert engine.sim_panel.height == 3 + assert engine.sim_panel.filter(pl.col("amount") == 0.0).height == 1 + assert engine.sim_entries is not None + assert engine.sim_entries.to_list() == [True, False, True] + assert engine.load_args is not None + assert engine.load_args[1] < start # warmup 只用于计算, 不参与正式交易 + + +def test_score_normalizes_inside_strategy_candidate_universe(): + panel = pl.DataFrame({ + "symbol": ["A", "B", "C"], + "date": [date(2024, 1, 1)] * 3, + "factor": [10.0, 20.0, 1000.0], + }) + universe = pl.Series([True, True, False], dtype=pl.Boolean) + strategy = SimpleNamespace(meta={"scoring": {"factor": 1.0}, "order_by": "score", "descending": True}) + + scored = StrategyBacktestService._apply_score(panel, strategy, None, universe_mask=universe) + scores = dict(zip(scored["symbol"].to_list(), scored["score"].to_list())) + + assert scores["A"] == 0.0 + assert scores["B"] == 100.0 + assert scores["C"] == 0.0 + + +def test_full_mode_executes_every_candidate_with_strategy_rules(): + start = date(2024, 1, 1) + panel = pl.DataFrame([ + {"symbol": "A", "name": "A", "date": start, "open": 10.0, "high": 10.0, "low": 10.0, "close": 10.0, "volume": 1, "amount": 1000.0, "signal_limit_up": False, "signal_limit_down": False}, + {"symbol": "A", "name": "A", "date": start + timedelta(days=1), "open": 11.0, "high": 11.0, "low": 11.0, "close": 11.0, "volume": 1, "amount": 0.0, "signal_limit_up": False, "signal_limit_down": False}, + {"symbol": "A", "name": "A", "date": start + timedelta(days=2), "open": 20.0, "high": 20.0, "low": 20.0, "close": 20.0, "volume": 1, "amount": 1000.0, "signal_limit_up": False, "signal_limit_down": False}, + ]).sort(["symbol", "date"]) + + engine = BacktestEngine(repo=None) # type: ignore[arg-type] + engine.load_panel = lambda symbols, s, e: panel # type: ignore[method-assign] + strategy = _strategy( + filter_fn=lambda df, params: pl.col("date") == start, + max_hold_days=1, + ) + service = StrategyBacktestService(engine=engine, strategy_engine=_StrategyEngineStub(strategy)) + + result = service.run(StrategyBacktestConfig( + strategy_id="test", + symbols=None, + start=start, + end=start, + mode="full", + matching="open_t+1", + fees_pct=0, + slippage_bps=0, + holding_days=1, + )) + + assert result.error is None + 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size = 2196503, upload-time = "2025-11-01T21:15:53.565Z" }, +] diff --git a/data/.gitkeep b/data/.gitkeep new file mode 100644 index 0000000..e69de29 diff --git a/dev.ps1 b/dev.ps1 new file mode 100644 index 0000000..1744a87 --- /dev/null +++ b/dev.ps1 @@ -0,0 +1,242 @@ +# tf-stocks-panel - one-shot launcher for backend + frontend (Windows / PowerShell) +# +# Usage: +# .\dev.ps1 +# .\dev.ps1 -BackendPort 8000 -FrontendPort 5173 +# $env:BACKEND_PORT='8000'; .\dev.ps1 +# +# Ctrl-C closes both processes. +# +# If you see "running scripts is disabled": +# Set-ExecutionPolicy -Scope CurrentUser -ExecutionPolicy RemoteSigned + +[CmdletBinding()] +param( + [int]$BackendPort = 0, + [int]$FrontendPort = 0 +) + +$ErrorActionPreference = 'Stop' + +# Port precedence: CLI arg > env var > default +if ($BackendPort -le 0) { $BackendPort = if ($env:BACKEND_PORT) { [int]$env:BACKEND_PORT } else { 3018 } } +if ($FrontendPort -le 0) { $FrontendPort = if ($env:FRONTEND_PORT) { [int]$env:FRONTEND_PORT } else { 3011 } } + +# Force UTF-8 console output so child process logs aren't garbled +try { + [Console]::OutputEncoding = New-Object System.Text.UTF8Encoding $false + $OutputEncoding = New-Object System.Text.UTF8Encoding $false +} catch {} + +$Root = Split-Path -Parent $MyInvocation.MyCommand.Path +$BackendDir = Join-Path $Root 'backend' +$FrontendDir = Join-Path $Root 'frontend' + +function Log-Info($m) { Write-Host "[dev] $m" -ForegroundColor DarkGray } +function Log-Ok ($m) { Write-Host "[dev] $m" -ForegroundColor Green } +function Log-Warn($m) { Write-Host "[dev] $m" -ForegroundColor Yellow } +function Log-Err ($m) { Write-Host "[dev] $m" -ForegroundColor Red } + +# ===== 1. Dependency check ===== +function Require-Cmd($cmd, $hint) { + if (-not (Get-Command $cmd -ErrorAction SilentlyContinue)) { + Log-Err "$cmd not found" + Write-Host " install via: $hint" + exit 1 + } +} + +Require-Cmd 'uv' 'powershell -c "irm https://astral.sh/uv/install.ps1 | iex" OR winget install --id=astral-sh.uv' +Require-Cmd 'pnpm' 'npm i -g pnpm OR corepack enable; corepack prepare pnpm@9 --activate' + +# ===== 2. Port check - kill anything listening on the target ports ===== +function Free-Port($name, $port) { + $conns = Get-NetTCPConnection -State Listen -LocalPort $port -ErrorAction SilentlyContinue + if (-not $conns) { return } + $pids = @($conns.OwningProcess | Where-Object { $_ -gt 0 } | Sort-Object -Unique) + if ($pids.Count -eq 0) { return } + + # Filter to PIDs that still exist as running processes. + # A zombie TCP endpoint can linger after the process is already dead. + $alive = @($pids | Where-Object { + try { [System.Diagnostics.Process]::GetProcessById($_) | Out-Null; $true } + catch { $false } + }) + + if ($alive.Count -eq 0) { + # All processes are dead but kernel still holds the socket (zombie endpoint). + # On Windows this can linger for minutes, but uvicorn/vite can still bind + # via SO_REUSEADDR — no point waiting, just proceed. + Log-Warn "port ${port} (${name}) - zombie socket (processes gone), starting anyway" + return + } + + Log-Warn "port $port ($name) is in use, killing PID: $($alive -join ', ')" + # Use taskkill /F /T to kill the entire process tree (parent + children), + # not just the parent. Stop-Process only kills one process, leaving child + # processes (e.g. uvicorn spawned by uv) as orphans holding the socket. + foreach ($p in $alive) { + # Suppress stderr properly for Windows PowerShell (5.x) + $null = & cmd /c "taskkill /F /T /PID $p 2>nul" + # Fallback: if taskkill failed, try Stop-Process + try { Stop-Process -Id $p -Force -ErrorAction SilentlyContinue } catch {} + } + + # Wait up to 5 seconds for the kernel to release the TCP endpoint + for ($i = 0; $i -lt 10; $i++) { + Start-Sleep -Milliseconds 500 + $still = Get-NetTCPConnection -State Listen -LocalPort $port -ErrorAction SilentlyContinue + if (-not $still) { + Log-Ok "port $port freed" + return + } + } + + # Port still stuck — process might be dead with zombie socket + $anyAlive = $still | Where-Object { + try { [System.Diagnostics.Process]::GetProcessById($_.OwningProcess) | Out-Null; $true } + catch { $false } + } + if ($anyAlive.Count -eq 0) { + Log-Warn "port ${port} - processes gone but socket lingers, starting anyway" + } else { + Log-Err "port ${port} still in use by live process(es). Inspect: Get-NetTCPConnection -LocalPort ${port}" + exit 1 + } +} + +Free-Port 'backend' $BackendPort +Free-Port 'frontend' $FrontendPort + +# ===== 3. First-time dependency install ===== +if (-not (Test-Path (Join-Path $BackendDir '.venv'))) { + Log-Info 'first run - installing Python deps (1-2 min)...' + Push-Location $BackendDir + try { & uv sync } finally { Pop-Location } + if ($LASTEXITCODE -ne 0) { Log-Err 'uv sync failed'; exit 1 } + Log-Ok 'backend deps installed' +} + +if (-not (Test-Path (Join-Path $FrontendDir 'node_modules'))) { + Log-Info 'first run - installing Node deps...' + Push-Location $FrontendDir + try { & pnpm install } finally { Pop-Location } + if ($LASTEXITCODE -ne 0) { Log-Err 'pnpm install failed'; exit 1 } + Log-Ok 'frontend deps installed' +} + +# ===== 4. Banner (ASCII so it renders on any codepage) ===== +Write-Host '' +Write-Host '+----------------------------------------------+' -ForegroundColor Blue +Write-Host '| tf-stocks-panel |' -ForegroundColor Blue +Write-Host '| |' -ForegroundColor Blue +Write-Host "| backend http://localhost:$BackendPort" -ForegroundColor Blue +Write-Host "| frontend http://localhost:$FrontendPort" -ForegroundColor Blue +Write-Host '| |' -ForegroundColor Blue +Write-Host '| Ctrl-C closes both |' -ForegroundColor Blue +Write-Host '+----------------------------------------------+' -ForegroundColor Blue +Write-Host '' + +# ===== 5. Launch jobs ===== +# Each job writes its $PID to a temp file so the main thread can find the +# child powershell.exe and taskkill /T the whole process tree on exit. +$backendPidFile = [System.IO.Path]::GetTempFileName() +$frontendPidFile = [System.IO.Path]::GetTempFileName() + +$backendJob = Start-Job -Name 'backend' -ScriptBlock { + param($pidFile, $dir, $port) + $PID | Out-File -FilePath $pidFile -Encoding ascii -Force + $env:PYTHONUNBUFFERED = '1' + Set-Location $dir + & .\.venv\Scripts\python.exe -m uvicorn app.main:app --reload --port $port 2>&1 +} -ArgumentList $backendPidFile, $BackendDir, $BackendPort + +$frontendJob = Start-Job -Name 'frontend' -ScriptBlock { + param($pidFile, $dir, $port) + $PID | Out-File -FilePath $pidFile -Encoding ascii -Force + Set-Location $dir + & pnpm dev --port $port 2>&1 +} -ArgumentList $frontendPidFile, $FrontendDir, $FrontendPort + +# Wait up to 5 seconds for the PID files to materialise +function Read-JobPid($file) { + for ($i = 0; $i -lt 50; $i++) { + try { + $c = (Get-Content $file -ErrorAction SilentlyContinue) -as [string] + if ($c -and $c.Trim()) { return [int]$c.Trim() } + } catch {} + Start-Sleep -Milliseconds 100 + } + return $null +} +$backendChildPid = Read-JobPid $backendPidFile +$frontendChildPid = Read-JobPid $frontendPidFile + +# ===== 6. Cleanup ===== +$script:cleaning = $false +function Cleanup-All { + if ($script:cleaning) { return } + $script:cleaning = $true + Write-Host '' + Log-Info 'shutting down...' + + foreach ($p in @($backendChildPid, $frontendChildPid)) { + if ($p) { + # /T kills the whole process tree (the job's powershell + uvicorn/vite) + $null = & cmd /c "taskkill /F /T /PID $p 2>nul" + } + } + foreach ($j in @($backendJob, $frontendJob)) { + if ($j) { + Stop-Job $j -ErrorAction SilentlyContinue + Remove-Job $j -Force -ErrorAction SilentlyContinue + } + } + foreach ($f in @($backendPidFile, $frontendPidFile)) { + Remove-Item $f -Force -ErrorAction SilentlyContinue + } + Log-Ok 'bye' +} + +# ===== 7. Main loop - pump output, handle Ctrl-C ===== +# Treat Ctrl-C as input so try/finally is guaranteed to run. +$prevCtrlC = [Console]::TreatControlCAsInput +try { + [Console]::TreatControlCAsInput = $true + + while ($true) { + if ([Console]::KeyAvailable) { + $key = [Console]::ReadKey($true) + if (($key.Modifiers -band [ConsoleModifiers]::Control) -and $key.Key -eq 'C') { + break + } + } + + $bOut = Receive-Job $backendJob -ErrorAction SilentlyContinue + if ($bOut) { + foreach ($line in $bOut) { + Write-Host '[backend ] ' -NoNewline -ForegroundColor Blue + Write-Host $line + } + } + + $fOut = Receive-Job $frontendJob -ErrorAction SilentlyContinue + if ($fOut) { + foreach ($line in $fOut) { + Write-Host '[frontend] ' -NoNewline -ForegroundColor Green + Write-Host $line + } + } + + if ($backendJob.State -ne 'Running' -or $frontendJob.State -ne 'Running') { + Log-Warn 'one of the processes exited; closing the other...' + break + } + + Start-Sleep -Milliseconds 150 + } +} +finally { + [Console]::TreatControlCAsInput = $prevCtrlC + Cleanup-All +} diff --git a/dev.sh b/dev.sh new file mode 100755 index 0000000..3df61e5 --- /dev/null +++ b/dev.sh @@ -0,0 +1,142 @@ +#!/usr/bin/env bash +# tf-stocks-panel — 一键启动前后端 +# +# 用法: +# ./dev.sh # 默认 backend:3018 frontend:3011 +# BACKEND_PORT=8000 ./dev.sh # 改后端端口 +# FRONTEND_PORT=5173 ./dev.sh # 改前端端口 +# +# Ctrl-C 同时关闭两端。 + +set -euo pipefail + +ROOT="$(cd "$(dirname "${BASH_SOURCE[0]}")" && pwd)" +BACKEND_DIR="$ROOT/backend" +FRONTEND_DIR="$ROOT/frontend" +BACKEND_PORT="${BACKEND_PORT:-3018}" +FRONTEND_PORT="${FRONTEND_PORT:-3011}" + +BLUE='\033[0;34m' +GREEN='\033[0;32m' +RED='\033[0;31m' +YELLOW='\033[0;33m' +GRAY='\033[0;90m' +NC='\033[0m' + +info() { echo -e "${GRAY}[dev]${NC} $*"; } +ok() { echo -e "${GREEN}[dev]${NC} $*"; } +warn() { echo -e "${YELLOW}[dev]${NC} $*"; } +err() { echo -e "${RED}[dev]${NC} $*" >&2; } + +# ===== 1. 依赖检查 ===== +require_cmd() { + local cmd="$1" hint="$2" + if ! command -v "$cmd" >/dev/null 2>&1; then + err "$cmd 未安装" + echo " 安装方式:$hint" + exit 1 + fi +} + +require_cmd uv "curl -LsSf https://astral.sh/uv/install.sh | sh" +require_cmd pnpm "npm i -g pnpm 或 corepack enable && corepack prepare pnpm@9 --activate" + +# ===== 2. 端口占用检查 —— 占用就直接 kill ===== +free_port() { + local name="$1" port="$2" + local pids + pids=$(lsof -nP -tiTCP:"$port" -sTCP:LISTEN 2>/dev/null || true) + if [ -z "$pids" ]; then + return 0 + fi + warn "端口 $port($name)被占用,kill 现有进程 PID: $(echo "$pids" | xargs)" + # 先 TERM + echo "$pids" | xargs kill 2>/dev/null || true + sleep 1 + # 还活着就 KILL + pids=$(lsof -nP -tiTCP:"$port" -sTCP:LISTEN 2>/dev/null || true) + if [ -n "$pids" ]; then + warn "TERM 没杀掉,改用 KILL -9" + echo "$pids" | xargs kill -9 2>/dev/null || true + sleep 1 + fi + # 再确认一次 + pids=$(lsof -nP -tiTCP:"$port" -sTCP:LISTEN 2>/dev/null || true) + if [ -n "$pids" ]; then + err "端口 $port 仍被占用 — kill 失败。请手动处理:lsof -i :$port" + exit 1 + fi + ok "端口 $port 已释放" +} +free_port backend "$BACKEND_PORT" +free_port frontend "$FRONTEND_PORT" + +# ===== 3. 首次依赖安装 ===== +if [ ! -d "$BACKEND_DIR/.venv" ]; then + info "后端首次启动 — 安装 Python 依赖(约 1-2 分钟)..." + ( cd "$BACKEND_DIR" && uv sync ) + ok "后端依赖装好了" +fi + +if [ ! -d "$FRONTEND_DIR/node_modules" ]; then + info "前端首次启动 — 安装 Node 依赖..." + ( cd "$FRONTEND_DIR" && pnpm install ) + ok "前端依赖装好了" +fi + +# ===== 4. 启动 + 日志前缀 ===== +PIDS=() + +cleanup() { + echo + info "关闭服务..." + for pid in "${PIDS[@]:-}"; do + if [ -n "$pid" ]; then + kill "$pid" 2>/dev/null || true + fi + done + # 等子进程退出,避免孤儿 + wait 2>/dev/null || true + ok "已退出" + exit 0 +} +trap cleanup INT TERM + +# 用 awk 加前缀(macOS sed 没有 -u line-buffered,改用 awk + fflush 兼容) +prefix_awk() { + awk -v p="$1" '{ print p $0; fflush() }' +} + +echo +echo -e "${BLUE}╭──────────────────────────────────────────────╮${NC}" +echo -e "${BLUE}│${NC} ${GREEN}tf-stocks-panel${NC} ${BLUE}│${NC}" +echo -e "${BLUE}│${NC} ${BLUE}│${NC}" +echo -e "${BLUE}│${NC} backend ${YELLOW}http://localhost:$BACKEND_PORT${NC} ${BLUE}│${NC}" +echo -e "${BLUE}│${NC} frontend ${YELLOW}http://localhost:$FRONTEND_PORT${NC} ${BLUE}│${NC}" +echo -e "${BLUE}│${NC} ${BLUE}│${NC}" +echo -e "${BLUE}│${NC} Ctrl-C 同时关闭两端 ${BLUE}│${NC}" +echo -e "${BLUE}╰──────────────────────────────────────────────╯${NC}" +echo + +( + cd "$BACKEND_DIR" + uv run uvicorn app.main:app --reload --port "$BACKEND_PORT" 2>&1 \ + | prefix_awk "$(printf "${BLUE}[backend ]${NC} ")" +) & +PIDS+=("$!") + +( + cd "$FRONTEND_DIR" + pnpm dev --port "$FRONTEND_PORT" 2>&1 \ + | prefix_awk "$(printf "${GREEN}[frontend]${NC} ")" +) & +PIDS+=("$!") + +# 等任一退出(bash 4.3+)或全部退出(老 bash) +if wait -n 2>/dev/null; then + warn "其中一个进程退出,正在关闭另一个..." + cleanup +else + # 老 bash 没有 wait -n,退化为 wait 全部 + wait +fi diff --git a/docker-compose.yml b/docker-compose.yml new file mode 100644 index 0000000..b6c3bbf --- /dev/null +++ b/docker-compose.yml @@ -0,0 +1,16 @@ +# Phase 0 单 service:FastAPI 启动后既跑 API 又托管前端 dist。 +# 见 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META（含 params、scoring） +2. ENTRY_SIGNALS / EXIT_SIGNALS（根据方向和策略逻辑选择） +3. STOP_LOSS / MAX_HOLD_DAYS +4. ALERTS +5. RULES（中文逐条列出核心逻辑） +6. filter() 或 filter_history() 函数 + +### 模式 A 模板 + +```python +"""策略描述""" +import polars as pl + +META = { + "id": "english_id", + "name": "用户给的名称", + "description": "用户给的描述", + "params": [ + {"id": "param_id", "label": "中文名", "type": "float", "default": 2.0, "min": 0.5, "max": 10.0, "step": 0.1}, + ], + "scoring": { + "momentum_60d": 0.4, "vol_ratio_5d": 0.3, "change_pct": 0.3, + }, + "order_by": "score", + "descending": True, + "limit": 100, +} + +ENTRY_SIGNALS = ["signal_broken_board_recovery"] +EXIT_SIGNALS = ["signal_ma20_breakdown"] +STOP_LOSS = -0.05 +MAX_HOLD_DAYS = 20 +ALERTS = [] + +RULES = """ +1. 规则一 +2. 规则二 +3. 规则三 +""" + +def filter(df: pl.DataFrame, params: dict) -> pl.Expr: + param_val = params.get("param_id", 2.0) + return ( + ((pl.col("close") > pl.col("ma5")) | (pl.col("close") > pl.col("ma10"))) + & pl.col("signal_broken_board_recovery").fill_null(False) + & (pl.col("vol_ratio_5d") >= param_val) + ) +``` + +### 模式 B 模板 + +```python +"""策略描述""" +import polars as pl + +META = { + "id": "english_id", + "name": "用户给的名称", + "description": "用户给的描述", + "params": [ + {"id": "param_id", "label": "中文名", "type": "float", "default": 2.0, "min": 0.5, "max": 10.0, "step": 0.1}, + ], + "scoring": { + "momentum_60d": 0.4, "vol_ratio_5d": 0.3, "change_pct": 0.3, + }, + "order_by": "score", + "descending": True, + "limit": 100, +} + +LOOKBACK_DAYS = 8 # 根据策略需要的最大回看天数设置 + +ENTRY_SIGNALS = ["signal_broken_board_recovery"] +EXIT_SIGNALS = ["signal_ma20_breakdown"] +STOP_LOSS = -0.05 +MAX_HOLD_DAYS = 20 +ALERTS = [] + +RULES = """ +1. 规则一（包含时序逻辑） +2. 规则二 +3. 规则三 +""" + +def filter_history(df: pl.DataFrame, params: dict) -> pl.DataFrame: + if df.is_empty() or "date" not in df.columns: + return df + + down_pct = float(params.get("prev_down_pct", -0.02)) + vol_ratio = float(params.get("volume_ratio", 1.2)) + tolerance = float(params.get("reversal_tolerance", 0.005)) + latest = df["date"].max() + hist = ( + df.sort(["symbol", "date"]) + .with_columns([ + pl.col("open").shift(1).over("symbol").alias("_prev_open"), + pl.col("high").shift(1).over("symbol").alias("_prev_high"), + pl.col("close").shift(1).over("symbol").alias("_prev_close"), + pl.col("volume").shift(1).over("symbol").alias("_prev_volume"), + pl.col("change_pct").shift(1).over("symbol").alias("_prev_change_pct"), + ]) + ) + return hist.filter(pl.col("date") == latest).filter( + (pl.col("_prev_close") < pl.col("_prev_open")) + & (pl.col("_prev_change_pct") <= down_pct) + & (pl.col("close") > pl.col("open")) + & (pl.col("close") > pl.col("_prev_open")) + & (pl.col("close") >= pl.col("_prev_high") * (1 - tolerance)) + & (pl.col("volume") >= pl.col("_prev_volume") * vol_ratio) + & ((pl.col("close") > pl.col("ma5")) | (pl.col("close") > pl.col("ma10"))) + ) +``` + +如果是极复杂状态机，Polars 表达式很难清楚表达时，才使用 `partition_by("symbol")` + `to_dicts()` 逐股票分析。 + +## 信号匹配指南（参考） + +根据用户的选股方向和策略逻辑，从可用信号中选择合适的买入/卖出信号。信号列仅供参考，不强求使用。 + +| 方向 | 推荐买入信号 | 推荐卖出信号 | +|------|-------------|-------------| +| 做多 | signal_n_day_high, signal_ma20_breakout, signal_ma_golden_5_20, signal_ma_golden_20_60, signal_macd_golden, signal_boll_breakout_upper, signal_limit_up, signal_limit_down_recovery | signal_ma20_breakdown, signal_macd_dead, signal_n_day_low | +| 做空 | signal_n_day_low, signal_boll_breakdown_lower | signal_n_day_high, signal_ma_golden_5_20 | +| 监控 | 两者都选 | 两者都选 | + +## 规则 + +1. 用户可能调节的数值阈值通过 `META["params"]` 暴露，filter()/filter_history() 中用 `params.get()` 读取；公式常数、固定窗口边界不必强行参数化 +2. 信号列使用 `.fill_null(False)` 处理空值 +3. `filter()` 只返回 `pl.Expr`，`filter_history()` 返回筛选后的 `DataFrame` +4. scoring 权重总和 = 1.0 +5. `name` 使用用户输入，`description` 写一句简洁摘要 +6. **必须生成 RULES**：格式 `RULES = """\n1. 规则一\n2. 规则二\n3. 规则三\n"""`，用中文逐条列出核心筛选逻辑（至少 3 条），这是用户审阅策略的唯一依据，务必准确完整 +7. **贴合用户需求**：不要为了使用已有字段而改变用户本意。用户说"前高"就是"前高"，需要自己算就自己算；用户说"最近涨停后的收盘价"就从历史数据中找，不要用其他近似值替代 +8. **输出前自我检查**：确认 RULES 已生成、Python 语法正确、括号匹配、引号闭合 +9. **优先 Polars**：不要默认生成逐行/逐股 Python 循环；能用表达式、窗口、聚合、join 完成时就用 Polars 语法 +10. 直接输出 Python 代码，不要解释文字 diff --git a/docs/strategy-builder-step2.md b/docs/strategy-builder-step2.md new file mode 100644 index 0000000..551ef72 --- /dev/null +++ b/docs/strategy-builder-step2.md @@ -0,0 +1,34 @@ +# 步骤 2：修改策略任意部分 + +你是A股量化策略工程师。根据用户指令修改策略代码的任意部分。 + +## 输入格式 + +分两部分提供： +1. 当前策略的完整 Python 代码 +2. 用户的修改指令（自然语言） + +## 输出要求 + +只输出修改后的完整 Python 代码，不要解释。 + +## 你应该做的事 + +- 增/删/改参数 → 更新 META["params"]，同步修改 filter() +- 调整信号 → 更新 ENTRY_SIGNALS / EXIT_SIGNALS +- 修改止损/持有 → 更新 STOP_LOSS / MAX_HOLD_DAYS +- 增减告警 → 更新 ALERTS +- 调整评分 → 更新 META["scoring"]，权重总和保持 100 +- 修改筛选逻辑 → 更新 filter()；如果新增/删除了历史回溯逻辑，同步改为或移除 filter_history() 与 LOOKBACK_DAYS + +## 规则 + +1. 保持策略文件结构完整，不丢失任何已有字段（包括 RULES） +2. 删除参数后 filter() 中用原 default 值代替 +3. 新增参数要有 type、label、default、min、max、step +4. 删除信号时 ENTRY_SIGNALS / EXIT_SIGNALS 至少保留一个 +5. 如果修改了筛选逻辑，同步更新 RULES 中的对应条目 +6. 用户可能调节的阈值才需要放入 META["params"]；公式常数、固定窗口边界不必强行参数化 +7. 优先使用 Polars 表达式、窗口函数、聚合和 join，不要默认改成逐行/逐股 Python 循环 +8. **输出前自我检查**：完整通读修改后的代码，确认 Python 语法正确、括号匹配、引号闭合、缩进一致。有错误直接修正再输出。 +9. 直接输出完整 Python 代码 diff --git a/docs/strategy-example.md b/docs/strategy-example.md new file mode 100644 index 0000000..7e0cca2 --- /dev/null +++ b/docs/strategy-example.md @@ -0,0 +1,153 @@ +# 两步创建示例：强势反包策略 + +本文演示从零创建一个自定义策略的完整流程。 + +--- + +## Step 1：填写规则 + +用户在创建对话框填写： + +| 字段 | 填写内容 | +|------|---------| +| 名称 | **强势反包** | +| 描述 | 筛选前日阴线下跌、今日放量阳线反包的短线强势股 | +| 方向 | 做多 | +| 规则 | 前一交易日为明显阴线且跌幅不低于2%，今日阳线收盘反包前一日实体，收盘价接近或高于前一日高点，成交量较前一日放大1.2倍以上，当前 close > ma5 或 close > ma10；使用 filter_history，并优先用 Polars shift/with_columns/filter 实现。 | + +点击「AI 生成」，AI 返回完整策略代码（含参数、信号、评分、告警）： + +```python +"""强势反包 — 前日阴线下跌 + 今日放量阳线反包""" +import polars as pl + +META = { + "id": "strong_reversal", + "name": "强势反包", + "description": "筛选前日阴线下跌、今日放量阳线反包的短线强势股", + "tags": ["反包", "短线", "放量"], + "basic_filter": { + "price_min": 3, + "price_max": 200, + "market_cap_min": 10e8, + "amount_min": 0.5e8, + "exclude_st": True, + "exclude_new_days": 30, + }, + "params": [ + { + "id": "prev_down_pct", + "label": "前日最大跌幅", + "type": "float", + "default": -0.02, + "min": -0.10, + "max": -0.005, + "step": 0.005, + }, + { + "id": "volume_ratio", + "label": "成交量放大倍数", + "type": "float", + "default": 1.2, + "min": 1.0, + "max": 5.0, + "step": 0.1, + }, + { + "id": "reversal_tolerance", + "label": "反包容忍误差", + "type": "float", + "default": 0.005, + "min": 0.0, + "max": 0.03, + "step": 0.005, + }, + ], + "scoring": { + "change_pct": 0.4, + "vol_ratio_5d": 0.3, + "momentum_5d": 0.3, + }, + "order_by": "score", + "descending": True, + "limit": 100, +} + +LOOKBACK_DAYS = 2 + +ENTRY_SIGNALS = ["signal_broken_board_recovery"] +EXIT_SIGNALS = ["signal_ma20_breakdown"] +STOP_LOSS = -0.05 +MAX_HOLD_DAYS = 10 +ALERTS = [ + {"field": "signal_broken_board_recovery", "message": "反包信号"}, +] + +RULES = """ +1. 前一交易日为阴线，且跌幅不小于设定阈值 +2. 今日为阳线，收盘价收复前一日开盘价并接近或突破前一日高点 +3. 今日成交量较前一日明显放大，且收盘价站上 MA5 或 MA10 +""" + + +def filter_history(df: pl.DataFrame, params: dict) -> pl.DataFrame: + if df.is_empty() or "date" not in df.columns: + return df + + down_pct = float(params.get("prev_down_pct", -0.02)) + vol_ratio = float(params.get("volume_ratio", 1.2)) + tolerance = float(params.get("reversal_tolerance", 0.005)) + latest = df["date"].max() + hist = ( + df.sort(["symbol", "date"]) + .with_columns([ + pl.col("open").shift(1).over("symbol").alias("_prev_open"), + pl.col("high").shift(1).over("symbol").alias("_prev_high"), + pl.col("close").shift(1).over("symbol").alias("_prev_close"), + pl.col("volume").shift(1).over("symbol").alias("_prev_volume"), + pl.col("change_pct").shift(1).over("symbol").alias("_prev_change_pct"), + ]) + ) + return hist.filter(pl.col("date") == latest).filter( + (pl.col("_prev_close") < pl.col("_prev_open")) + & (pl.col("_prev_change_pct") <= down_pct) + & (pl.col("close") > pl.col("open")) + & (pl.col("close") > pl.col("_prev_open")) + & (pl.col("close") >= pl.col("_prev_high") * (1 - tolerance)) + & (pl.col("volume") >= pl.col("_prev_volume") * vol_ratio) + & ((pl.col("close") > pl.col("ma5")) | (pl.col("close") > pl.col("ma10"))) + ) +``` + +--- + +## Step 2：预览 + 指令修改 + +进入第二步，显示完整的策略预览和指令输入框。 + +用户如果觉得反包条件太严格，可以输入「把前日跌幅放宽到 -1.5%，反包前高允许 1% 误差」→ 点 AI 修改。AI 更新 `params` 默认值和 `filter_history()` 逻辑。 + +确认无误后点「保存策略」→ 策略池中出现。 + +--- + +## 后续使用 + +打开策略配置，**基础参数**和**策略参数**分别独立： + +``` +┌─ 配置：强势反包 ──────────────────────────┐ +│ 名称 [强势反包 ] 显示上限 [30]│ +│ │ +│ 📊 基础参数 [启用 ●] │ +│ 价格 [3]~[200]元 排除ST、新股 │ +│ 最低成交额 [5000万] │ +│ │ +│ ⚙ 策略参数 │ +│ 前日最大跌幅 [-0.02] │ +│ 成交量放大倍数 [1.2] │ +│ 反包容忍误差 [0.005] │ +│ │ +│ ⭐ 评分权重 📈 交易参数 │ +└────────────────────────────────────────────┘ +``` diff --git a/docs/strategy-guide.md b/docs/strategy-guide.md new file mode 100644 index 0000000..9403f13 --- /dev/null +++ b/docs/strategy-guide.md @@ -0,0 +1,332 @@ +# 策略开发指南 + +本文档是策略开发的完整参考。人类开发者参考它编写策略，AI 读取它生成策略代码。 + +## 1. 策略文件格式 + +每个策略是一个 Python 文件，放在以下目录： + +- 内置策略: `backend/app/strategy/builtin/` +- 自定义策略: `data/strategies/custom/`，建议文件名和 ID 使用 `custom_时间戳` +- AI 生成策略: `data/strategies/ai/`，文件名和 ID 使用 `ai_时间戳` + +## 2. 文件结构模板 + +```python +"""策略简短描述""" +import polars as pl + +META = { + "id": "strategy_id", # 英文ID, 唯一, 文件名同名；自定义策略建议 custom_时间戳 + "name": "策略中文名", # 显示名称 + "description": "策略详细描述", # 一句话说明策略逻辑 + "tags": ["标签1", "标签2"], # 分类标签 + + # 基础过滤参数 (Stage 1, 引擎统一处理) + "basic_filter": { + "price_min": 5, # 最低价格 + "price_max": 200, # 最高价格 + "market_cap_min": 20e8, # 最小总市值 (元) + "amount_min": 1e8, # 最小成交额 (元) + "exclude_st": True, # 排除 ST/*ST/退市 + "exclude_new_days": 60, # 排除上市N天内新股 + }, + + # 策略参数 (Stage 2, filter() 使用, 前端渲染为表单) + # 用户可能调节的阈值通过 params 暴露；公式常数、固定窗口边界不必强行参数化 + "params": [ + { + "id": "param_id", # 参数ID, filter() 中 params.get("param_id") + "label": "参数显示名", # 前端显示 + "type": "float", # float | int | select + "default": 2.0, # 默认值 + "min": 0.5, # 最小值 (float/int) + "max": 10.0, # 最大值 (float/int) + "step": 0.1, # 步长 + # select 类型用 options: + # "options": ["ma5", "ma10", "ma20", "ma60"], + }, + ], + + # 评分权重 (用于排序, 权重总和 = 1.0) + "scoring": { + "momentum_60d": 0.4, + "vol_ratio_5d": 0.3, + "change_pct": 0.3, + }, + + "order_by": "score", # 排序字段, 通常用 "score" + "descending": True, # True = 从高到低 + "limit": 100, # 最多返回条数 +} + +# 买入信号 (回测 + 监控用, 对应 enriched 表的信号列名) +ENTRY_SIGNALS = ["signal_broken_board_recovery"] + +# 卖出信号 +EXIT_SIGNALS = ["signal_ma20_breakdown"] + +# 止损 (负数, 如 -0.08 = -8%) +STOP_LOSS = -0.08 + +# 最长持有天数 +MAX_HOLD_DAYS = 20 + +# 提醒条件 (监控用) +ALERTS = [ + {"field": "signal_broken_board_recovery", "message": "反包信号"}, + {"field": "rsi_14", "op": ">", "value": 80, "message": "RSI超买预警"}, +] + + +# 策略规则（人类可读，逐条编号，至少 3 条） +RULES = """ +1. 规则描述一 +2. 规则描述二 +3. 规则描述三 +""" + +def filter(df: pl.DataFrame, params: dict) -> pl.Expr: + """策略核心过滤逻辑。 + + df: Stage 1 基础过滤后的 enriched 数据 + params: META.params 中定义的参数值 (用户可在前端覆盖) + + 返回: Polars 布尔表达式 (pl.Expr) + """ + vol_min = params.get("vol_ratio_min", 2.0) + return ( + ((pl.col("close") > pl.col("ma5")) | (pl.col("close") > pl.col("ma10"))) + & pl.col("signal_broken_board_recovery").fill_null(False) + & (pl.col("vol_ratio_5d") >= vol_min) + ) +``` + +### 历史窗口策略（filter_history） + +普通 `filter()` 只接收当前日期的单日数据。当策略需要以下逻辑时，必须使用 `filter_history()`： + +- "最近 N 天内出现过某个事件"（如涨停、金叉） +- "某个事件发生后的第 X 天"（如涨停后放量下跌） +- "前高 / 前低 / 上次某事件的价格"等需要回溯历史的自定义字段 +- 任何需要多日数据才能计算的时序逻辑 + +**不需要** `filter_history()` 的场景：只用当日指标列做比较（如 close > ma60、rsi_14 < 30）。 + +```python +LOOKBACK_DAYS = 8 # 回看交易日数，根据策略需要设置 + +def filter_history(df: pl.DataFrame, params: dict) -> pl.DataFrame: + """df 包含目标日期之前 LOOKBACK_DAYS 个交易日的数据（所有股票混合）。 + 每行包含 symbol, date 及所有指标列/信号列。 + + 返回值: 筛选后的 DataFrame，引擎会最终保留目标日期行。 + """ + if df.is_empty() or "date" not in df.columns: + return df + + down_pct = float(params.get("prev_down_pct", -0.02)) + vol_ratio = float(params.get("volume_ratio", 1.2)) + tolerance = float(params.get("reversal_tolerance", 0.005)) + latest = df["date"].max() + + # 示例: 前日明显阴线下跌，今日放量阳线反包前日实体 + hist = ( + df.sort(["symbol", "date"]) + .with_columns([ + pl.col("open").shift(1).over("symbol").alias("_prev_open"), + pl.col("high").shift(1).over("symbol").alias("_prev_high"), + pl.col("close").shift(1).over("symbol").alias("_prev_close"), + pl.col("volume").shift(1).over("symbol").alias("_prev_volume"), + pl.col("change_pct").shift(1).over("symbol").alias("_prev_change_pct"), + ]) + ) + + return hist.filter(pl.col("date") == latest).filter( + (pl.col("_prev_close") < pl.col("_prev_open")) + & (pl.col("_prev_change_pct") <= down_pct) + & (pl.col("close") > pl.col("open")) + & (pl.col("close") > pl.col("_prev_open")) + & (pl.col("close") >= pl.col("_prev_high") * (1 - tolerance)) + & (pl.col("volume") >= pl.col("_prev_volume") * vol_ratio) + & ((pl.col("close") > pl.col("ma5")) | (pl.col("close") > pl.col("ma10"))) + ) +``` + +**关键要点：** +- `LOOKBACK_DAYS` 决定引擎加载多少天的数据，设为策略逻辑需要的最大回看天数 +- 优先使用 Polars 的 `with_columns`、`over("symbol")`、`group_by`、`join`、`filter` 实现历史逻辑，避免把数据转成 Python list/dict 循环 +- 只有遇到表达式难以描述的复杂状态机时，才使用 `partition_by("symbol")` + `to_dicts()` 逐股票分析 +- 返回的 DataFrame 必须只包含目标日期行，通过 `pl.col("date") == latest` 过滤 +- 未声明 `filter_history()` 的策略走普通 `filter()` 路径，不受影响 + +## 3. 常用指标列（参考，可直接使用） + +以下列在数据中已预计算，可直接引用。**但如果这些列无法满足策略需求，可以不用，自行在 `filter_history()` 中基于 enriched 表的数据（已复权，含所有指标列和信号列）计算任何需要的字段。** + +### 价格相关 + +| 列名 | 类型 | 说明 | +|------|------|------| +| open, high, low, close | float | OHLCV 开高低收 | +| prev_close | float | 昨收价 | +| change_pct | float | 涨跌幅 (如 0.032 = +3.2%) | +| change_amount | float | 涨跌额 | +| amount | float | 成交额 | +| amplitude | float | 振幅 | + +### 均线 + +| 列名 | 说明 | +|------|------| +| ma5, ma10, ma20, ma30, ma60 | 简单移动均线 | +| ema5, ema10, ema20, ema30, ema60 | 指数移动均线 | + +### 技术指标 + +| 列名 | 说明 | +|------|------| +| macd_dif | MACD DIF 线 | +| macd_dea | MACD DEA 线 | +| macd_hist | MACD 柱状 | +| boll_upper, boll_lower | 布林带上/下轨 | +| kdj_k, kdj_d, kdj_j | KDJ 指标 | +| rsi_6, rsi_14, rsi_24 | RSI 相对强弱 | +| atr_14 | 平均真实波幅 | + +### 量能 + +| 列名 | 说明 | +|------|------| +| volume | 成交量 | +| vol_ma5, vol_ma10 | 成交量均线 | +| vol_ratio_5d | 5日量比 | +| turnover_rate | 换手率 | + +### 动量与波动 + +| 列名 | 说明 | +|------|------| +| momentum_5d / 10d / 20d / 30d / 60d | N日涨幅 | +| annual_vol_20d | 20日年化波动率 | +| high_60d, low_60d | 60日最高/最低价 | + +### 涨跌停 + +| 列名 | 说明 | +|------|------| +| consecutive_limit_ups | 连续涨停天数 | +| consecutive_limit_downs | 连续跌停天数 | + +## 4. 常用信号列（参考） + +信号列是布尔值，使用时用 `.fill_null(False)` 处理空值。同样仅供参考，不要求必须使用。 + +信号列是布尔值，**必须**使用 `.fill_null(False)` 处理空值。 + +| 列名 | 方向 | 说明 | +|------|------|------| +| signal_ma_golden_5_20 | 买入 | MA5 上穿 MA20 | +| signal_ma_dead_5_20 | 卖出 | MA5 下穿 MA20 | +| signal_ma_golden_20_60 | 买入 | MA20 上穿 MA60 | +| signal_macd_golden | 买入 | MACD 金叉 | +| signal_macd_dead | 卖出 | MACD 死叉 | +| signal_ma20_breakout | 买入 | 突破 MA20 | +| signal_ma20_breakdown | 卖出 | 跌破 MA20 | +| signal_n_day_high | 买入 | 60日新高 | +| signal_n_day_low | 卖出 | 60日新低 | +| signal_boll_breakout_upper | 中性 | 突破布林上轨 | +| signal_boll_breakdown_lower | 中性 | 跌破布林下轨 | +| signal_volume_surge | 中性 | 放量 | +| signal_limit_up | 买入 | 涨停 | +| signal_limit_down | 卖出 | 跌停 | +| signal_limit_down_recovery | 买入 | 跌停翘板 | + +## 5. 规则 + +1. `filter()` 必须返回 `pl.Expr` (用 `&` `|` 组合布尔表达式)；`filter_history()` 返回筛选后的 `DataFrame` +2. 信号列使用 `.fill_null(False)` 处理空值 +3. 用户可能调节的数值阈值通过 `params` 暴露；公式常数、固定窗口边界、一次性内部变量不必强行参数化 +4. `scoring` 权重总和必须为 1.0 +5. 遵循 A 股 T+1 规则 (当日买入次日才能卖出) +6. 只允许 `import polars as pl`，禁止 import 其他模块 +7. 禁止使用 `open()`, `exec()`, `eval()`, `os`, `sys`, `subprocess` +8. **贴合用户需求优先**：第3/4节的指标列和信号列仅供参考，能用则用；如果用户需求需要自定义计算（如"前高""上次涨停价""N日内某个事件后X天"），直接在 `filter_history()` 中自行设计和计算，不需要局限于已有列 +9. `filter_history()` 中优先用 Polars 向量化语法；仅在复杂状态机无法清晰表达时，才用 `partition_by("symbol")` 逐股票分析 + +## 6. 策略示例 + +### 强势反包 + +```python +"""强势反包 — 前日阴线下跌 + 今日放量阳线反包""" +import polars as pl + +META = { + "id": "strong_reversal", + "name": "强势反包", + "description": "前一日明显阴线下跌，今日放量阳线收复前一日阴线实体", + "tags": ["反包", "短线", "放量"], + "basic_filter": { + "price_min": 3, "price_max": 200, + "market_cap_min": 10e8, "amount_min": 0.5e8, + "exclude_st": True, "exclude_new_days": 30, + }, + "params": [ + {"id": "prev_down_pct", "label": "前日最大跌幅", "type": "float", + "default": -0.02, "min": -0.10, "max": -0.005, "step": 0.005}, + {"id": "volume_ratio", "label": "成交量放大倍数", "type": "float", + "default": 1.2, "min": 1.0, "max": 5.0, "step": 0.1}, + {"id": "reversal_tolerance", "label": "反包容忍误差", "type": "float", + "default": 0.005, "min": 0.0, "max": 0.03, "step": 0.005}, + ], + "scoring": {"change_pct": 0.4, "vol_ratio_5d": 0.3, "momentum_5d": 0.3}, + "order_by": "score", "descending": True, "limit": 100, +} + +LOOKBACK_DAYS = 2 + +ENTRY_SIGNALS = ["signal_broken_board_recovery"] +EXIT_SIGNALS = ["signal_ma20_breakdown"] +STOP_LOSS = -0.05 +MAX_HOLD_DAYS = 10 +ALERTS = [{"field": "signal_broken_board_recovery", "message": "反包信号"}] + +RULES = """ +1. 前一交易日为阴线，且跌幅不小于设定阈值 +2. 今日为阳线，收盘价收复前一日开盘价并接近或突破前一日高点 +3. 今日成交量较前一日明显放大，且收盘价站上 MA5 或 MA10 +""" + +def filter_history(df: pl.DataFrame, params: dict) -> pl.DataFrame: + if df.is_empty() or "date" not in df.columns: + return df + + down_pct = float(params.get("prev_down_pct", -0.02)) + vol_ratio = float(params.get("volume_ratio", 1.2)) + tolerance = float(params.get("reversal_tolerance", 0.005)) + latest = df["date"].max() + hist = ( + df.sort(["symbol", "date"]) + .with_columns([ + pl.col("open").shift(1).over("symbol").alias("_prev_open"), + pl.col("high").shift(1).over("symbol").alias("_prev_high"), + pl.col("close").shift(1).over("symbol").alias("_prev_close"), + pl.col("volume").shift(1).over("symbol").alias("_prev_volume"), + pl.col("change_pct").shift(1).over("symbol").alias("_prev_change_pct"), + ]) + ) + return hist.filter(pl.col("date") == latest).filter( + (pl.col("_prev_close") < pl.col("_prev_open")) + & (pl.col("_prev_change_pct") <= down_pct) + & (pl.col("close") > pl.col("open")) + & (pl.col("close") > pl.col("_prev_open")) + & (pl.col("close") >= pl.col("_prev_high") * (1 - tolerance)) + & (pl.col("volume") >= pl.col("_prev_volume") * vol_ratio) + & ((pl.col("close") > pl.col("ma5")) | (pl.col("close") > pl.col("ma10"))) + ) +``` + +## 7. 完整示例 + +见 [strategy-example.md](./strategy-example.md) — 从零创建强势反包策略的三步完整演示。 diff --git a/frontend/.gitignore b/frontend/.gitignore new file mode 100644 index 0000000..dfa9518 --- /dev/null +++ b/frontend/.gitignore @@ -0,0 +1,5 @@ +node_modules +dist +.vite +*.log +.DS_Store diff --git a/frontend/index.html b/frontend/index.html new file mode 100644 index 0000000..f10434c --- /dev/null +++ b/frontend/index.html @@ -0,0 +1,19 @@ + + + + + + + + TF-Stocks-Panel · Quant Terminal + + + + + + + +

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update-browserslist-db@1.2.3(browserslist@4.28.2): + dependencies: + browserslist: 4.28.2 + escalade: 3.2.0 + picocolors: 1.1.1 + + util-deprecate@1.0.2: {} + + vite@5.4.21(@types/node@25.9.3): + dependencies: + esbuild: 0.21.5 + postcss: 8.5.15 + rollup: 4.60.4 + optionalDependencies: + '@types/node': 25.9.3 + fsevents: 2.3.3 + + yallist@3.1.1: {} + + zrender@5.6.1: + dependencies: + tslib: 2.3.0 diff --git a/frontend/postcss.config.js b/frontend/postcss.config.js new file mode 100644 index 0000000..2e7af2b --- /dev/null +++ b/frontend/postcss.config.js @@ -0,0 +1,6 @@ +export default { + plugins: { + tailwindcss: {}, + autoprefixer: {}, + }, +} diff --git a/frontend/public/favicon.svg b/frontend/public/favicon.svg new file mode 100644 index 0000000..57db8fa --- /dev/null +++ b/frontend/public/favicon.svg @@ -0,0 +1,12 @@ + + + + + + + + + + + + diff --git a/frontend/src/components/CandlestickChart.tsx b/frontend/src/components/CandlestickChart.tsx new file mode 100644 index 0000000..8652938 --- /dev/null +++ b/frontend/src/components/CandlestickChart.tsx @@ -0,0 +1,154 @@ +import { useEffect, useRef } from 'react' +import { + createChart, + CrosshairMode, + type IChartApi, + type ISeriesApi, + type CandlestickData, + type HistogramData, +} from 'lightweight-charts' + +export interface OHLC { + date: string + open: number + high: number + low: number + close: number + volume?: number +} + +export function fmtBigNum(v: number): string { + if (v >= 1_000_000_000_000) return `${(v / 1_000_000_000_000).toFixed(2)}万亿` + if (v >= 100_000_000) return `${(v / 100_000_000).toFixed(2)}亿` + if (v >= 10_000) return `${(v / 10_000).toFixed(0)}万` + return v.toFixed(0) +} + +const THEME = { + background: 'transparent', + textColor: '#A1A1AA', + gridColor: 'rgba(255,255,255,0.04)', + borderColor: '#27272A', + bull: '#F04438', + bear: '#12B76A', + volBull: 'rgba(240,68,56,0.4)', + volBear: 'rgba(18,183,106,0.4)', +} + +interface Props { + data: OHLC[] + height?: number +} + +export function CandlestickChart({ data, height = 480 }: Props) { + const containerRef = useRef(null) + const chartRef = useRef(null) + const candleRef = useRef | null>(null) + const volRef = useRef | null>(null) + + useEffect(() => { + if (!containerRef.current) return + const el = containerRef.current + + const chart = createChart(el, { + width: el.clientWidth, + height, + layout: { + background: { color: THEME.background }, + textColor: THEME.textColor, + fontFamily: 'JetBrains Mono, monospace', + fontSize: 11, + }, + grid: { + vertLines: { color: THEME.gridColor }, + horzLines: { color: THEME.gridColor }, + }, + crosshair: { + mode: CrosshairMode.Normal, + vertLine: { labelVisible: false }, + horzLine: { labelVisible: false }, + }, + rightPriceScale: { borderColor: THEME.borderColor }, + timeScale: { + borderColor: THEME.borderColor, + timeVisible: false, + secondsVisible: false, + }, + }) + + // Candlestick — occupies top 80% via default price scale + const candle = chart.addCandlestickSeries({ + upColor: THEME.bull, + downColor: THEME.bear, + borderUpColor: THEME.bull, + borderDownColor: THEME.bear, + wickUpColor: THEME.bull, + wickDownColor: THEME.bear, + lastValueVisible: false, + priceLineVisible: false, + }) + + // Volume — separate price scale, squeezed to bottom 20% + const volume = chart.addHistogramSeries({ + priceFormat: { type: 'volume' }, + priceScaleId: 'volume', + lastValueVisible: false, + priceLineVisible: false, + }) + chart.priceScale('volume').applyOptions({ + scaleMargins: { top: 0.8, bottom: 0 }, + }) + + chartRef.current = chart + candleRef.current = candle + volRef.current = volume + + const ro = new ResizeObserver(() => { + chart.applyOptions({ width: el.clientWidth }) + }) + ro.observe(el) + + return () => { + ro.disconnect() + chart.remove() + chartRef.current = null + candleRef.current = null + volRef.current = null + } + }, [height]) + + useEffect(() => { + if (!chartRef.current || !candleRef.current || !volRef.current || data.length === 0) return + + candleRef.current.setData( + data.map(d => ({ + time: d.date as any, + open: d.open, + high: d.high, + low: d.low, + close: d.close, + })) as CandlestickData[], + ) + + volRef.current.setData( + data.map(d => ({ + time: d.date as any, + value: d.volume ?? 0, + color: d.close >= d.open ? THEME.volBull : THEME.volBear, + })) as HistogramData[], + ) + + const ts = chartRef.current.timeScale() + if (data.length > 60) { + const startIdx = data.length - 60 + ts.setVisibleRange({ + from: data[startIdx].date as any, + to: data[data.length - 1].date as any, + }) + } else { + ts.fitContent() + } + }, [data]) + + return
    +} diff --git a/frontend/src/components/ColumnCustomizer.tsx b/frontend/src/components/ColumnCustomizer.tsx new file mode 100644 index 0000000..814dcd7 --- /dev/null +++ b/frontend/src/components/ColumnCustomizer.tsx @@ -0,0 +1,24 @@ +import { ListColumnCustomizer } from '@/components/ListColumnCustomizer' +import { COLUMN_GROUPS, type ColumnConfig } from '@/lib/watchlist-columns' + +interface ColumnCustomizerProps { + columns: ColumnConfig[] + onChange: (columns: ColumnConfig[]) => void + open: boolean + onClose: () => void +} + +export function ColumnCustomizer({ columns, onChange, open, onClose }: ColumnCustomizerProps) { + return ( + + ) +} diff --git a/frontend/src/components/DatePicker.tsx b/frontend/src/components/DatePicker.tsx new file mode 100644 index 0000000..ef4fe81 --- /dev/null +++ b/frontend/src/components/DatePicker.tsx @@ -0,0 +1,235 @@ +import { useState, useRef, useEffect } from 'react' +import { motion, AnimatePresence } from 'framer-motion' +import { Calendar, ChevronLeft, ChevronRight } from 'lucide-react' + +interface DatePickerProps { + value: string // YYYY-MM-DD + onChange: (v: string) => void + min?: string + max?: string + placeholder?: string + className?: string + buttonClassName?: string + align?: 'left' | 'right' +} + +const WEEKDAYS = ['一', '二', '三', '四', '五', '六', '日'] + +function pad(n: number) { return String(n).padStart(2, '0') } +function toDateStr(y: number, m: number, d: number) { + return `${y}-${pad(m + 1)}-${pad(d)}` +} +function todayStr() { + const date = new Date() + return toDateStr(date.getFullYear(), date.getMonth(), date.getDate()) +} +function viewDate(value: string, min?: string, max?: string) { + const source = value || max || min || todayStr() + return { + year: Number(source.slice(0, 4)), + month: Number(source.slice(5, 7)) - 1, + } +} + +export function DatePicker({ + value, + onChange, + min, + max, + placeholder = '选择日期', + className = '', + buttonClassName = '', + align = 'right', +}: DatePickerProps) { + const [open, setOpen] = useState(false) + const [showYearPicker, setShowYearPicker] = useState(false) + const ref = useRef(null) + + // 当前显示的月份 + const [viewYear, setViewYear] = useState(() => viewDate(value, min, max).year) + const [viewMonth, setViewMonth] = useState(() => viewDate(value, min, max).month) + + // 当 value 外部变化时同步 view + useEffect(() => { + const next = viewDate(value, min, max) + setViewYear(next.year) + setViewMonth(next.month) + }, [value, min, max]) + + // 点击外部关闭 + useEffect(() => { + if (!open) return + const handler = (e: MouseEvent) => { + if (ref.current && !ref.current.contains(e.target as Node)) setOpen(false) + } + document.addEventListener('mousedown', handler) + return () => document.removeEventListener('mousedown', handler) + }, [open]) + + const prevMonth = () => { + if (viewMonth === 0) { setViewMonth(11); setViewYear(viewYear - 1) } + else setViewMonth(viewMonth - 1) + } + const nextMonth = () => { + if (viewMonth === 11) { setViewMonth(0); setViewYear(viewYear + 1) } + else setViewMonth(viewMonth + 1) + } + + // 构建日历格子: 周一为第一天 + const firstDay = new Date(viewYear, viewMonth, 1).getDay() + const offset = firstDay === 0 ? 6 : firstDay - 1 // 周一=0 + const daysInMonth = new Date(viewYear, viewMonth + 1, 0).getDate() + const prevMonthDays = new Date(viewYear, viewMonth, 0).getDate() + + const cells: { day: number; cur: boolean; dateStr: string; disabled: boolean }[] = [] + + // 上月尾部 + for (let i = offset - 1; i >= 0; i--) { + const d = prevMonthDays - i + const m = viewMonth === 0 ? 11 : viewMonth - 1 + const y = viewMonth === 0 ? viewYear - 1 : viewYear + const ds = toDateStr(y, m, d) + cells.push({ day: d, cur: false, dateStr: ds, disabled: !!min && ds < min || !!max && ds > max }) + } + // 当月 + for (let d = 1; d <= daysInMonth; d++) { + const ds = toDateStr(viewYear, viewMonth, d) + cells.push({ day: d, cur: true, dateStr: ds, disabled: !!min && ds < min || !!max && ds > max }) + } + // 下月头部 — 补齐到 6 行 × 7 = 42 + const remain = 42 - cells.length + for (let d = 1; d <= remain; d++) { + const m = viewMonth === 11 ? 0 : viewMonth + 1 + const y = viewMonth === 11 ? viewYear + 1 : viewYear + const ds = toDateStr(y, m, d) + cells.push({ day: d, cur: false, dateStr: ds, disabled: !!min && ds < min || !!max && ds > max }) + } + + const displayLabel = value || placeholder + const today = todayStr() + + return ( +
    + {/* 触发按钮 */} + + + {/* 弹出日历 */} + + {open && ( + + {/* 月份导航 */} +
    + + + +
    + + {showYearPicker ? ( + /* 年份选择网格 */ +
    + {Array.from({ length: 12 }, (_, i) => viewYear - 5 + i).map(y => { + const isSelected = y === Number(value.slice(0, 4)) + const isThisYear = y === new Date().getFullYear() + return ( + + ) + })} +
    + ) : ( + <> + {/* 星期头 */} +
    + {WEEKDAYS.map((w) => ( +
    {w}
    + ))} +
    + + {/* 日期格子 */} +
    + {cells.map((c, i) => { + const isSelected = c.dateStr === value + const isToday = c.dateStr === today + return ( + + ) + })} +
    + + )} +     + )} +     +
    + ) +} diff --git a/frontend/src/components/EChartsCandlestick.tsx b/frontend/src/components/EChartsCandlestick.tsx new file mode 100644 index 0000000..b322afb --- /dev/null +++ b/frontend/src/components/EChartsCandlestick.tsx @@ -0,0 +1,1085 @@ +import { useEffect, useRef, useCallback, useMemo } from 'react' +import * as echarts from 'echarts' +import type { ECharts, EChartsOption } from 'echarts' + +export interface OHLC { + date: string + open: number + high: number + low: number + close: number + volume?: number + ma5?: number | null + ma10?: number | null + ma20?: number | null + ma60?: number | null + macd_dif?: number | null + macd_dea?: number | null + macd_hist?: number | null + rsi_6?: number | null + rsi_14?: number | null + rsi_24?: number | null + kdj_k?: number | null + kdj_d?: number | null + kdj_j?: number | null + boll_upper?: number | null + boll_lower?: number | null +} + +export interface ChartMarker { + date: string + kind: 'buy' | 'sell' | 'neutral' + label?: string + /** 若为 true，标记放在蜡烛上方（如涨停连板标签）。 */ + above?: boolean + /** 自定义标签颜色，覆盖默认的 kind 对应色。 */ + color?: string +} + +export interface ChartRange { + start: string + end: string + label?: string + color?: string +} + +export interface ChartPriceLine { + value: number + label?: string + color?: string + start?: string + end?: string +} + +export interface StockInfo { + name?: string + total_shares?: number + float_shares?: number +} + +/** 子图定义 */ +export interface SubChartDef { + key: string + label: string + /** 子图固定高度 px */ + height: number + /** 构建 series 数组 */ + buildSeries: (data: OHLC[]) => any[] + /** 构建信息栏文字 (当前数据行 -> 显示内容) */ + buildInfo: (d: OHLC | null) => { label: string; color: string; value: string }[] + /** Y 轴特殊配置 */ + yAxisConfig?: Record +} + +// ===== 成交量 N 日均量 ===== +function volMaN(data: OHLC[], n: number): (number | null)[] { + const result: (number | null)[] = [] + for (let i = 0; i < data.length; i++) { + if (i < n - 1) { result.push(null); continue } + let sum = 0 + for (let j = i - n + 1; j <= i; j++) sum += data[j].volume ?? 0 + result.push(sum / n) + } + return result +} + +function fmtVol(v: number | null | undefined): string { + if (v == null) return '—' + if (v >= 1e8) return (v / 1e8).toFixed(2) + '亿' + if (v >= 1e4) return (v / 1e4).toFixed(0) + '万' + return v.toFixed(0) +} + +export const SUB_CHARTS: SubChartDef[] = [ + { + key: 'vol', + label: '成交量', + height: 84, + yAxisConfig: { min: 0 }, + buildSeries: (data) => { + const ma5Data = volMaN(data, 5) + const ma10Data = volMaN(data, 10) + return [ + { + name: '成交量', + type: 'bar', + data: data.map(d => ({ + value: d.volume ?? 0, + itemStyle: { + color: d.close >= d.open ? 'rgba(240,68,56,0.6)' : 'rgba(18,183,106,0.6)', + }, + })), + barWidth: '60%', + animation: false, + }, + { + name: 'VOL5', + type: 'line', + data: ma5Data, + smooth: true, symbol: 'none', animation: false, + lineStyle: { width: 1, color: '#FACC15' }, + itemStyle: { color: '#FACC15' }, + }, + { + name: 'VOL10', + type: 'line', + data: ma10Data, + smooth: true, symbol: 'none', animation: false, + lineStyle: { width: 1, color: '#8B5CF6' }, + itemStyle: { color: '#8B5CF6' }, + }, + ] + }, + buildInfo: (d) => { + if (!d) return [] + return [ + { label: '量', color: d.close >= d.open ? '#C74040' : '#2D9B65', value: fmtVol(d.volume) }, + ] + }, + }, + { + key: 'macd', + label: 'MACD', + height: 72, + buildSeries: (data) => [ + { + name: 'DIF', + type: 'line', + data: data.map(d => d.macd_dif != null ? Number(d.macd_dif) : '-'), + smooth: true, symbol: 'none', animation: false, + lineStyle: { width: 1, color: '#FACC15' }, + itemStyle: { color: '#FACC15' }, + }, + { + name: 'DEA', + type: 'line', + data: data.map(d => d.macd_dea != null ? Number(d.macd_dea) : '-'), + smooth: true, symbol: 'none', animation: false, + lineStyle: { width: 1, color: '#8B5CF6' }, + itemStyle: { color: '#8B5CF6' }, + }, + { + name: 'MACD', + type: 'bar', + data: data.map(d => { + const v = d.macd_hist + if (v == null) return '-' + return { + value: Number(v), + itemStyle: { color: Number(v) >= 0 ? 'rgba(240,68,56,0.6)' : 'rgba(18,183,106,0.6)' }, + } + }), + barWidth: '40%', + animation: false, + }, + ], + buildInfo: (d) => { + if (!d) return [] + return [ + { label: 'DIF', color: '#FACC15', value: d.macd_dif != null ? d.macd_dif.toFixed(3) : '—' }, + { label: 'DEA', color: '#8B5CF6', value: d.macd_dea != null ? d.macd_dea.toFixed(3) : '—' }, + { label: 'MACD', color: d.macd_hist != null && d.macd_hist >= 0 ? '#C74040' : '#2D9B65', value: d.macd_hist != null ? d.macd_hist.toFixed(3) : '—' }, + ] + }, + }, + { + key: 'rsi', + label: 'RSI', + height: 72, + yAxisConfig: { min: 0, max: 100 }, + buildSeries: (data) => [ + { + name: 'RSI6', + type: 'line', + data: data.map(d => d.rsi_6 != null ? Number(d.rsi_6) : '-'), + smooth: true, symbol: 'none', animation: false, + lineStyle: { width: 1, color: '#FACC15' }, + itemStyle: { color: '#FACC15' }, + }, + { + name: 'RSI14', + type: 'line', + data: data.map(d => d.rsi_14 != null ? Number(d.rsi_14) : '-'), + smooth: true, symbol: 'none', animation: false, + lineStyle: { width: 1, color: '#3B82F6' }, + itemStyle: { color: '#3B82F6' }, + }, + { + name: 'RSI24', + type: 'line', + data: data.map(d => d.rsi_24 != null ? Number(d.rsi_24) : '-'), + smooth: true, symbol: 'none', animation: false, + lineStyle: { width: 1, color: '#8B5CF6' }, + itemStyle: { color: '#8B5CF6' }, + }, + ], + buildInfo: (d) => { + if (!d) return [] + return [ + { label: 'RSI6', color: '#FACC15', value: d.rsi_6 != null ? d.rsi_6.toFixed(1) : '—' }, + { label: 'RSI14', color: '#3B82F6', value: d.rsi_14 != null ? d.rsi_14.toFixed(1) : '—' }, + { label: 'RSI24', color: '#8B5CF6', value: d.rsi_24 != null ? d.rsi_24.toFixed(1) : '—' }, + ] + }, + }, + { + key: 'kdj', + label: 'KDJ', + height: 72, + buildSeries: (data) => [ + { + name: 'K', + type: 'line', + data: data.map(d => d.kdj_k != null ? Number(d.kdj_k) : '-'), + smooth: true, symbol: 'none', animation: false, + lineStyle: { width: 1, color: '#FACC15' }, + itemStyle: { color: '#FACC15' }, + }, + { + name: 'D', + type: 'line', + data: data.map(d => d.kdj_d != null ? Number(d.kdj_d) : '-'), + smooth: true, symbol: 'none', animation: false, + lineStyle: { width: 1, color: '#3B82F6' }, + itemStyle: { color: '#3B82F6' }, + }, + { + name: 'J', + type: 'line', + data: data.map(d => d.kdj_j != null ? Number(d.kdj_j) : '-'), + smooth: true, symbol: 'none', animation: false, + lineStyle: { width: 1, color: '#8B5CF6' }, + itemStyle: { color: '#8B5CF6' }, + }, + ], + buildInfo: (d) => { + if (!d) return [] + return [ + { label: 'K', color: '#FACC15', value: d.kdj_k != null ? d.kdj_k.toFixed(1) : '—' }, + { label: 'D', color: '#3B82F6', value: d.kdj_d != null ? d.kdj_d.toFixed(1) : '—' }, + { label: 'J', color: '#8B5CF6', value: d.kdj_j != null ? d.kdj_j.toFixed(1) : '—' }, + ] + }, + }, +] + +/** 向后兼容的 INDICATORS 导出 (不含 vol) */ +export const INDICATORS = SUB_CHARTS.filter(s => s.key !== 'vol') + +/** 主图叠加指标 (画在 K 线上方, 不占副图空间) */ +export const OVERLAY_INDICATORS: { key: string; label: string }[] = [ + { key: 'boll', label: 'BOLL' }, +] + +interface Props { + data: OHLC[] + markers?: ChartMarker[] + ranges?: ChartRange[] + priceLines?: ChartPriceLine[] + height?: number + showMA?: boolean + showInfoBar?: boolean + showMarkers?: boolean + onToggleMarkers?: () => void + stockInfo?: StockInfo + symbol?: string + linkedPrice?: number | null + onDateClick?: (date: string) => void + /** 默认可见蜡烛根数, 默认 60 */ + visibleBars?: number + /** 已激活的子图 key 列表 (含 vol, 按点击顺序) */ + activeIndicators?: string[] +} + +const THEME = { + bull: '#C74040', + bear: '#2D9B65', + bullAlpha: 'rgba(240,68,56,0.7)', + bearAlpha: 'rgba(18,183,106,0.7)', + ma5: '#A1A1AA', + ma10: '#3B82F6', + ma20: '#F97316', + ma60: '#8B5CF6', + text: '#A1A1AA', + grid: 'rgba(255,255,255,0.04)', + border: '#27272A', + bg: 'transparent', +} + +/** 可见蜡烛超过此数量时，涨停/炸板标签切换为小圆点。 */ +const COMPACT_THRESHOLD = 60 + +/** 子图上方信息栏高度 (px) */ +const INFO_BAR_H = 16 +/** 子图之间的间距 (px) */ +const SUB_GAP_PX = 4 + +function buildSubInfoGraphics( + data: OHLC[], + infoIdx: number, + activeIndicators: string[], + subStartTop: number, +): any[] { + const d = infoIdx >= 0 && infoIdx < data.length ? data[infoIdx] : null + const graphics: any[] = [] + let curTop = subStartTop + + activeIndicators.forEach((key) => { + const def = SUB_CHARTS.find(s => s.key === key) + if (!def) return + + const items = def.buildInfo(d) + if (def.key === 'vol' && d) { + const calcVolMa = (n: number) => { + if (infoIdx < n - 1) return null + let sum = 0 + for (let j = infoIdx - n + 1; j <= infoIdx; j++) sum += data[j].volume ?? 0 + return sum / n + } + const vol5 = calcVolMa(5) + const vol10 = calcVolMa(10) + items.push({ label: 'VOL5', color: '#FACC15', value: fmtVol(vol5) }) + items.push({ label: 'VOL10', color: '#8B5CF6', value: fmtVol(vol10) }) + } + + // 每个元素加固定 id，确保 ECharts 增量更新时能正确匹配 + graphics.push({ + id: `sub-sep-${key}`, + type: 'line', + shape: { x1: 0, y1: curTop, x2: 2000, y2: curTop }, + style: { stroke: 'rgba(255,255,255,0.08)', lineWidth: 1 }, + silent: true, z: 0, + }) + graphics.push({ + id: `sub-label-${key}`, + type: 'text', + style: { + text: def.label, + x: 4, y: curTop + 4, + fill: '#8E8E96', + fontSize: 10, fontFamily: 'JetBrains Mono, monospace', + fontWeight: 'bold', + }, + silent: true, z: 10, + }) + + const richTextParts: string[] = [] + const rich: Record = {} + items.forEach((item, idx) => { + const styleKey = `s${idx}` + richTextParts.push(`{${styleKey}|${item.label}:${item.value}}`) + rich[styleKey] = { + fill: item.color, + fontSize: 10, + fontFamily: 'JetBrains Mono, monospace', + } + }) + graphics.push({ + id: `sub-val-${key}`, + type: 'text', + right: 24, + style: { + text: richTextParts.join(`{gap| }`), + y: curTop + 3, + rich: { + gap: { fill: 'transparent', fontSize: 10 }, + ...rich, + }, + fontSize: 10, + fontFamily: 'JetBrains Mono, monospace', + textAlign: 'right', + textVerticalAlign: 'top', + }, + silent: true, z: 10, + }) + + curTop += INFO_BAR_H + def.height + SUB_GAP_PX + }) + + return graphics +} + +function buildOption( + data: OHLC[], + dates: string[], + dateIndexMap: Map, + markers: ChartMarker[] | undefined, + ranges: ChartRange[] | undefined, + priceLines: ChartPriceLine[] | undefined, + showMA: boolean, + compact: boolean, + activeIndicators: string[], + containerHeight: number, + infoIdx: number, + linkedPrice: number | null | undefined, +): EChartsOption { + const candleData = data.map(d => [d.open, d.close, d.low, d.high]) + + const hasMA = showMA && data.some(d => d.ma5 != null || d.ma10 != null || d.ma20 != null || d.ma60 != null) + + const markPointData: any[] = [] + if (markers && markers.length > 0) { + for (const m of markers) { + const idx = dateIndexMap.get(m.date) + if (idx == null) continue + const d = data[idx] + const isBuy = m.kind === 'buy' + const isSell = m.kind === 'sell' + + if (m.above) { + const dotColor = m.color ?? (isBuy ? '#FACC15' : THEME.text) + if (compact) { + markPointData.push({ + name: m.date, coord: [m.date, d.high], + symbol: 'circle', symbolSize: 4, symbolOffset: [0, -10], + itemStyle: { color: dotColor, cursor: 'pointer' }, + label: { show: false }, z: 100, zlevel: 10, + }) + } else { + markPointData.push({ + name: m.date, coord: [m.date, d.high], + symbol: 'circle', symbolSize: 12, symbolOffset: [0, -2], + itemStyle: { color: 'transparent' }, + label: { + show: true, formatter: m.label ?? '', position: 'top', distance: 0, + color: dotColor, fontSize: 10, fontWeight: 'normal', + fontFamily: 'JetBrains Mono, monospace', + }, + z: 100, zlevel: 10, + }) + } + } else { + markPointData.push({ + name: m.label ?? '', + coord: [m.date, isBuy ? d.low : d.high], + symbol: 'arrow', symbolSize: 12, + symbolRotate: isBuy ? 0 : 180, + symbolOffset: isBuy ? [0, '60%'] : [0, '-60%'], + itemStyle: { color: isBuy ? THEME.bull : isSell ? THEME.bear : THEME.text }, + label: { + show: !!m.label, formatter: m.label ?? '', + position: isBuy ? 'bottom' : 'top', distance: 8, + color: THEME.text, fontSize: 10, + fontFamily: 'JetBrains Mono, monospace', + }, + }) + } + } + } + + // ====== 布局计算 ====== + const left = 60 + const right = 20 + const topPad = 8 + const candleBottomPad = 22 + + let subTotalH = 0 + const activeSubDefs: SubChartDef[] = [] + activeIndicators.forEach(key => { + const def = SUB_CHARTS.find(s => s.key === key) + if (!def) return + activeSubDefs.push(def) + subTotalH += INFO_BAR_H + def.height + }) + if (activeSubDefs.length > 0) subTotalH += activeSubDefs.length * SUB_GAP_PX + + const candleAvail = Math.max(containerHeight - topPad - candleBottomPad - subTotalH, 100) + + const grids: any[] = [] + const xAxes: any[] = [] + const yAxes: any[] = [] + const series: any[] = [] + const xAxisIndices: number[] = [] + + // ===== grid 0: K线主图 ===== + grids.push({ left, right, top: topPad, height: candleAvail }) + xAxes.push({ + type: 'category', data: dates, boundaryGap: true, + axisLine: { lineStyle: { color: THEME.border } }, + axisLabel: { color: THEME.text, fontSize: 10, fontFamily: 'JetBrains Mono, monospace' }, + axisTick: { show: false }, + splitLine: { show: false }, + }) + yAxes.push({ + scale: true, + // 上下各留 3% 边距: 防止最高/最低点的蜡烛贴边, 涨停/炸板标签被遮挡 + boundaryGap: [0.03, 0.03], + splitArea: { show: false }, + axisLine: { show: false }, axisTick: { show: false }, + splitLine: { lineStyle: { color: THEME.grid } }, + axisLabel: { color: THEME.text, fontSize: 10, fontFamily: 'JetBrains Mono, monospace' }, + }) + xAxisIndices.push(0) + + const markAreaData = (ranges ?? []) + .filter(r => dateIndexMap.has(r.start) && dateIndexMap.has(r.end)) + .map(r => ([ + { + name: r.label ?? '', + xAxis: r.start, + itemStyle: { color: r.color ?? 'rgba(59,130,246,0.08)' }, + label: { + show: !!r.label, + position: 'insideTop', + distance: 8, + color: '#DBEAFE', + backgroundColor: 'rgba(15,23,42,0.72)', + borderColor: 'rgba(59,130,246,0.35)', + borderWidth: 1, + borderRadius: 4, + padding: [2, 6], + fontSize: 10, + fontFamily: 'JetBrains Mono, monospace', + }, + }, + { xAxis: r.end }, + ])) + + const markLineData: any[] = (priceLines ?? []) + .filter(line => Number.isFinite(line.value)) + .map(line => { + const lineStyle = { + color: line.color ?? THEME.text, + type: 'dashed' as const, + width: 1, + opacity: 0.92, + } + const label = { + show: !!line.label, + formatter: line.label ?? '', + position: 'insideEndTop' as const, + color: line.color ?? THEME.text, + backgroundColor: 'rgba(15,23,42,0.72)', + borderRadius: 4, + padding: [2, 6], + fontSize: 10, + fontFamily: 'JetBrains Mono, monospace', + } + if (line.start && line.end && dateIndexMap.has(line.start) && dateIndexMap.has(line.end)) { + return [ + { xAxis: line.start, yAxis: line.value }, + { xAxis: line.end, yAxis: line.value, lineStyle, label, symbol: 'none' }, + ] + } + return { yAxis: line.value, lineStyle, label, symbol: 'none' } + }) + + if (linkedPrice != null) { + markLineData.push({ + yAxis: linkedPrice, + lineStyle: { color: '#3B82F6', type: 'dashed', width: 1, opacity: 0.7 }, + label: { + show: true, + formatter: linkedPrice.toFixed(2), + position: 'insideEndTop', + color: '#3B82F6', + fontSize: 10, + fontFamily: 'JetBrains Mono, monospace', + backgroundColor: 'rgba(24,24,27,0.85)', + borderColor: '#3B82F6', + borderWidth: 1, + padding: [1, 4], + borderRadius: 2, + }, + symbol: 'none', + }) + } + + series.push({ + name: 'K', type: 'candlestick', data: candleData, + animation: false, + itemStyle: { + color: THEME.bull, color0: THEME.bear, + borderColor: THEME.bull, borderColor0: THEME.bear, + cursor: 'pointer', + }, + markPoint: markPointData.length > 0 ? { data: markPointData, animation: false } : undefined, + markArea: markAreaData.length > 0 ? { silent: true, data: markAreaData } : undefined, + markLine: markLineData.length > 0 ? { silent: true, symbol: 'none', data: markLineData, animation: false } : undefined, + }) + + if (hasMA) { + const maLine = (key: keyof OHLC, color: string, name: string) => ({ + name, type: 'line', + data: data.map(d => (d[key] != null ? Number(d[key]) : '-')), + smooth: true, symbol: 'none', animation: false, + silent: true, + lineStyle: { width: 1, color }, itemStyle: { color }, + }) + series.push(maLine('ma5', THEME.ma5, 'MA5')) + series.push(maLine('ma10', THEME.ma10, 'MA10')) + series.push(maLine('ma20', THEME.ma20, 'MA20')) + series.push(maLine('ma60', THEME.ma60, 'MA60')) + } + + // BOLL 布林带 — 需在 activeIndicators 中激活 + const showBOLL = activeIndicators.includes('boll') && data.some(d => d.boll_upper != null || d.boll_lower != null) + if (showBOLL) { + const bollLine = (key: keyof OHLC, color: string, name: string) => ({ + name, type: 'line', + data: data.map(d => (d[key] != null ? Number(d[key]) : '-')), + smooth: true, symbol: 'none', animation: false, + silent: true, + lineStyle: { width: 1, color, type: 'dashed' as const }, itemStyle: { color }, + }) + series.push(bollLine('boll_upper', '#E879F9', 'BOLL上')) + series.push(bollLine('boll_lower', '#E879F9', 'BOLL下')) + } + + // ===== 子图区域 ===== + let curTop = topPad + candleAvail + candleBottomPad + + activeSubDefs.forEach((def, i) => { + const gridIdx = i + 1 + const xAxisIdx = i + 1 + const yAxisIdx = i + 1 + + const chartTop = curTop + INFO_BAR_H + grids.push({ + left, right, + top: chartTop, + height: def.height, + show: true, + borderColor: 'rgba(255,255,255,0.06)', + borderWidth: 1, + }) + + xAxes.push({ + type: 'category', gridIndex: gridIdx, data: dates, boundaryGap: true, + axisLine: { show: false }, axisLabel: { show: false }, + axisTick: { show: false }, splitLine: { show: false }, + axisPointer: { label: { show: false } }, + }) + + const isFixedRange = !!def.yAxisConfig + yAxes.push({ + scale: !isFixedRange, + ...(isFixedRange ? def.yAxisConfig : {}), + gridIndex: gridIdx, + splitNumber: 2, + axisLine: { show: false }, axisTick: { show: false }, + splitLine: { lineStyle: { color: THEME.grid } }, + axisLabel: { + show: true, color: THEME.text, fontSize: 9, + fontFamily: 'JetBrains Mono, monospace', + }, + }) + + xAxisIndices.push(xAxisIdx) + + const subSeries = def.buildSeries(data) + subSeries.forEach((s: any) => { + series.push({ ...s, xAxisIndex: xAxisIdx, yAxisIndex: yAxisIdx }) + }) + + curTop += INFO_BAR_H + def.height + SUB_GAP_PX + }) + + // 子图信息栏 graphic + const subStartTop = topPad + candleAvail + candleBottomPad + const infoGraphics = buildSubInfoGraphics(data, infoIdx, activeIndicators, subStartTop) + + return { + animation: false, + backgroundColor: THEME.bg, + tooltip: { + trigger: 'axis', + axisPointer: { type: 'cross', crossStyle: { color: '#555' } }, + backgroundColor: 'transparent', + borderWidth: 0, + textStyle: { fontSize: 0 }, + formatter: () => '', + }, + axisPointer: { + link: [{ xAxisIndex: 'all' }], + label: { + backgroundColor: '#333', + fontFamily: 'JetBrains Mono, monospace', + fontSize: 10, + }, + }, + graphic: infoGraphics.length > 0 ? infoGraphics : undefined, + grid: grids, + xAxis: xAxes, + yAxis: yAxes, + dataZoom: [ + { + type: 'inside', + xAxisIndex: xAxisIndices, + start: 0, + end: 100, + moveOnMouseMove: true, + zoomOnMouseWheel: true, + }, + ], + series, + } +} + + +export function EChartsCandlestick({ + data, + markers, + ranges, + priceLines, + height = 480, + showMA = true, + showInfoBar = true, + showMarkers: showMarkersProp = true, + onToggleMarkers: _onToggleMarkers, + stockInfo, + symbol: _symbol, + linkedPrice, + onDateClick, + visibleBars = 60, + activeIndicators = [], +}: Props) { + const containerRef = useRef(null) + const chartRef = useRef(null) + const dataRef = useRef(data) + dataRef.current = data + const onDateClickRef = useRef(onDateClick) + onDateClickRef.current = onDateClick + + // --- 全部用 ref，避免高频交互触发 React 重渲染 --- + const infoIdxRef = useRef(data.length - 1) + const compactRef = useRef(false) + const userZoomRef = useRef<{ start: number; end: number } | null>(null) + + // 需要在闭包中访问最新值的变量 — 先声明占位，后面赋值 + const activeIndicatorsRef = useRef(activeIndicators) + activeIndicatorsRef.current = activeIndicators + const chartHeightRef = useRef(300) + const subTotalHRef = useRef(0) + const getInfoBarHTMLRef = useRef<() => string>(() => '') + + // 强制刷新信息栏 DOM 的回调 + const infoBarRef = useRef(null) + const triggerInfoBarUpdate = useRef(() => { + const idx = infoIdxRef.current + const curData = dataRef.current + const d = idx >= 0 && idx < curData.length ? curData[idx] : null + if (!d) return + const chart = chartRef.current + if (!chart) return + const subStartTop = chartHeightRef.current - subTotalHRef.current + const infoGraphics = buildSubInfoGraphics(curData, idx, activeIndicatorsRef.current, subStartTop) + if (infoGraphics.length > 0) { + chart.setOption({ graphic: infoGraphics }, { lazyUpdate: true }) + } + }).current + + // 计算子图总高度 + const activeSubDefs = activeIndicators + .map(key => SUB_CHARTS.find(s => s.key === key)) + .filter((d): d is SubChartDef => !!d) + + let subTotalH = 0 + activeSubDefs.forEach(def => { subTotalH += INFO_BAR_H + def.height }) + if (activeSubDefs.length > 0) subTotalH += activeSubDefs.length * SUB_GAP_PX + + const mainInfoBarH = showInfoBar ? 40 : 0 + const minCandleH = 120 + + const chartHeight = Math.max(height - mainInfoBarH, 8 + minCandleH + 14 + subTotalH) + chartHeightRef.current = chartHeight + subTotalHRef.current = subTotalH + + // 预计算 date→index Map (O(1) 查找) + const dates = useMemo(() => data.map(d => d.date), [data]) + const dateIndexMap = useMemo(() => { + const m = new Map() + dates.forEach((d, i) => m.set(d, i)) + return m + }, [dates]) + + // 计算 dataZoom 初始范围 + const initialZoom = useMemo(() => ({ + start: Math.max(0, 100 - (visibleBars / Math.max(data.length, 1)) * 100), + end: 100, + }), [visibleBars, data.length]) + + // ===== 信息栏 HTML 内容 (基于 infoIdxRef.current) ===== + const getInfoBarHTML = useCallback(() => { + let idx = infoIdxRef.current + let d = idx >= 0 && idx < data.length ? data[idx] : null + // fallback: 如果当前 idx 无数据，取最后一根 K 线 + if (!d && data.length > 0) { + idx = data.length - 1 + d = data[idx] + } + if (!d) return '' + const prev = idx > 0 ? data[idx - 1] : null + const chg = prev ? d.close - prev.close : 0 + const isUp = chg >= 0 + const clr = isUp ? THEME.bull : THEME.bear + const floatShares = stockInfo?.float_shares + const turnoverRate = floatShares && d.volume ? (d.volume * 100 / floatShares * 100) : null + + let html = `
    ` + html += `${d.date}` + html += `开` + html += `${d.open.toFixed(2)}` + html += `高` + html += `${d.high.toFixed(2)}` + html += `低` + html += `${d.low.toFixed(2)}` + html += `收` + html += `${d.close.toFixed(2)}` + if (turnoverRate != null) { + html += `换手` + html += `${turnoverRate.toFixed(2)}%` + } + html += `
    ` + + // 第二行: MA + BOLL + if (showMA) { + html += `
    ` + if (d.ma5 != null) html += `MA5:${Number(d.ma5).toFixed(2)}` + if (d.ma10 != null) html += `MA10:${Number(d.ma10).toFixed(2)}` + if (d.ma20 != null) html += `MA20:${Number(d.ma20).toFixed(2)}` + if (d.ma60 != null) html += `MA60:${Number(d.ma60).toFixed(2)}` + if (d.boll_upper != null && activeIndicators.includes('boll')) { + html += `BOLL:${Number(d.boll_upper).toFixed(2)}/${Number(d.ma20).toFixed(2)}/${Number(d.boll_lower).toFixed(2)}` + } + html += `
    ` + } + + return html + }, [data, stockInfo, showMA, activeIndicators]) + getInfoBarHTMLRef.current = getInfoBarHTML + + // data 变化时重置 infoIdx + useEffect(() => { + infoIdxRef.current = data.length - 1 + compactRef.current = false + userZoomRef.current = null + }, [data.length]) + + // ===== 初始化 chart (只在 chartHeight 变化时重建) ===== + useEffect(() => { + const el = containerRef.current + if (!el) return + + const chart = echarts.init(el, undefined, { renderer: 'canvas' }) + chartRef.current = chart + + // 鼠标移动 → 只更新 ref + DOM，不触发 React re-render + // 设计原则: 找不到有效数据时保持上次显示，永远不清空信息栏 + chart.on('updateAxisPointer', (event: any) => { + const axesInfo = event.axesInfo + if (!axesInfo) return // 鼠标移出图表区域，保持当前显示 + for (const info of Object.values(axesInfo)) { + const val = (info as any)?.value + if (val == null) continue + const d = dataRef.current + const idx = typeof val === 'number' ? val : d.findIndex(x => x.date === val) + if (idx >= 0 && idx < d.length) { + if (infoIdxRef.current === idx) return + infoIdxRef.current = idx + + // 直接更新信息栏 DOM (通过 ref 读取最新的生成函数) + const infoEl = infoBarRef.current + if (infoEl) { + const html = getInfoBarHTMLRef.current() + if (html) infoEl.innerHTML = html // 只在有内容时更新 + } + + // 更新子图 graphic + triggerInfoBarUpdate() + return + } + } + // 没有找到有效数据 — 不做任何操作，保持上次显示 + }) + + chart.on('click', (params: any) => { + if (params.componentType === 'markPoint' && params.name) { + onDateClickRef.current?.(params.name) + return + } + if (params.seriesName !== 'K' || params.dataIndex == null) return + const d = dataRef.current + const idx = params.dataIndex + if (idx >= 0 && idx < d.length) { + onDateClickRef.current?.(d[idx].date) + } + }) + + // dataZoom → 只更新 ref，不触发 React re-render + // compact 变化时需要增量更新 markPoint + chart.on('dataZoom', () => { + const opt = chart.getOption() as any + const zoom = opt?.dataZoom?.[0] + if (!zoom) return + userZoomRef.current = { start: zoom.start, end: zoom.end } + + const d = dataRef.current + const total = d.length + const visibleCount = Math.round(total * (zoom.end - zoom.start) / 100) + const newCompact = visibleCount > COMPACT_THRESHOLD + if (newCompact !== compactRef.current) { + compactRef.current = newCompact + // compact 变了需要更新 markPoint，但只更新 markPoint series + // 通过 dispatch 自定义事件来增量更新 + updateMarkPoints() + } + }) + + const ro = new ResizeObserver(() => { chart.resize() }) + ro.observe(el) + + return () => { + chart.off('updateAxisPointer') + chart.off('click') + chart.off('dataZoom') + ro.disconnect() + chart.dispose() + chartRef.current = null + } + }, [chartHeight]) // eslint-disable-line react-hooks/exhaustive-deps + + // 增量更新 markPoint (compact 切换时) + function updateMarkPoints() { + const chart = chartRef.current + if (!chart) return + const mkrs = showMarkersProp ? markers : undefined + if (!mkrs || mkrs.length === 0) return + const compact = compactRef.current + const markPointData: any[] = [] + for (const m of mkrs) { + const idx = dateIndexMap.get(m.date) + if (idx == null) continue + const d = data[idx] + const isBuy = m.kind === 'buy' + const isSell = m.kind === 'sell' + if (m.above) { + const dotColor = m.color ?? (isBuy ? '#FACC15' : THEME.text) + if (compact) { + markPointData.push({ + name: m.date, coord: [m.date, d.high], + symbol: 'circle', symbolSize: 4, symbolOffset: [0, -10], + itemStyle: { color: dotColor, cursor: 'pointer' }, + label: { show: false }, z: 100, zlevel: 10, + }) + } else { + markPointData.push({ + name: m.date, coord: [m.date, d.high], + symbol: 'circle', symbolSize: 12, symbolOffset: [0, -2], + itemStyle: { color: 'transparent' }, + label: { + show: true, formatter: m.label ?? '', position: 'top', distance: 0, + color: dotColor, fontSize: 10, fontWeight: 'normal', + fontFamily: 'JetBrains Mono, monospace', + }, + z: 100, zlevel: 10, + }) + } + } else { + markPointData.push({ + name: m.label ?? '', + coord: [m.date, isBuy ? d.low : d.high], + symbol: 'arrow', symbolSize: 12, + symbolRotate: isBuy ? 0 : 180, + symbolOffset: isBuy ? [0, '60%'] : [0, '-60%'], + itemStyle: { color: isBuy ? THEME.bull : isSell ? THEME.bear : THEME.text }, + label: { + show: !!m.label, formatter: m.label ?? '', + position: isBuy ? 'bottom' : 'top', distance: 8, + color: THEME.text, fontSize: 10, + fontFamily: 'JetBrains Mono, monospace', + }, + }) + } + } + chart.setOption({ + series: [{ + name: 'K', + markPoint: markPointData.length > 0 ? { data: markPointData, animation: false } : undefined, + }] + }) + } + + // ===== 核心: 仅在数据/配置变更时全量 setOption ===== + useEffect(() => { + const chart = chartRef.current + if (!chart) return + + const option = buildOption( + data, dates, dateIndexMap, + showMarkersProp ? markers : undefined, + ranges, + priceLines, + showMA, compactRef.current, + activeIndicators, chartHeight, + infoIdxRef.current, + linkedPrice, + ) + + chart.setOption(option, true) + + // 恢复用户缩放位置 + const zoom = userZoomRef.current + if (zoom) { + chart.dispatchAction({ type: 'dataZoom', start: zoom.start, end: zoom.end }) + } else { + chart.dispatchAction({ type: 'dataZoom', start: initialZoom.start, end: initialZoom.end }) + } + + // 初始信息栏 + const infoEl = infoBarRef.current + if (infoEl) { + infoEl.innerHTML = getInfoBarHTML() + } + }, [data, markers, ranges, priceLines, linkedPrice, showMA, showMarkersProp, activeIndicators, chartHeight, dates, dateIndexMap, initialZoom, getInfoBarHTML]) + + // 渲染信息栏容器 (内容由 JS 直接写入) + const initialHTML = useMemo(() => { + const idx = data.length - 1 + const d = idx >= 0 && idx < data.length ? data[idx] : null + if (!d) return '' + const floatShares = stockInfo?.float_shares + const turnoverRate = floatShares && d.volume ? (d.volume * 100 / floatShares * 100) : null + let html = `
    ` + html += `${d.date}` + html += `开` + html += `${d.open.toFixed(2)}` + html += `高` + html += `${d.high.toFixed(2)}` + html += `低` + html += `${d.low.toFixed(2)}` + html += `收` + html += `${d.close.toFixed(2)}` + if (turnoverRate != null) { + html += `换手` + html += `${turnoverRate.toFixed(2)}%` + } + html += `
    ` + if (showMA) { + html += `
    ` + if (d.ma5 != null) html += `MA5:${Number(d.ma5).toFixed(2)}` + if (d.ma10 != null) html += `MA10:${Number(d.ma10).toFixed(2)}` + if (d.ma20 != null) html += `MA20:${Number(d.ma20).toFixed(2)}` + if (d.ma60 != null) html += `MA60:${Number(d.ma60).toFixed(2)}` + if (d.boll_upper != null && activeIndicators.includes('boll')) { + html += `BOLL:${Number(d.boll_upper).toFixed(2)}/${Number(d.ma20).toFixed(2)}/${Number(d.boll_lower).toFixed(2)}` + } + html += `
    ` + } + return html + // eslint-disable-next-line react-hooks/exhaustive-deps + }, []) + + return ( +
    + {/* 主图信息栏 — 内容由 JS 直接操作 innerHTML */} + {showInfoBar && ( +
    + )} + + {/* ECharts canvas */} +
    +
    + ) +} diff --git a/frontend/src/components/EChartsIntraday.tsx b/frontend/src/components/EChartsIntraday.tsx new file mode 100644 index 0000000..65bb6ca --- /dev/null +++ b/frontend/src/components/EChartsIntraday.tsx @@ -0,0 +1,592 @@ +import { useEffect, useMemo, useRef, useState } from 'react' +import * as echarts from 'echarts' +import type { ECharts, EChartsOption } from 'echarts' +import type { MinuteKlineRow } from '@/lib/api' + +type YMode = 'adaptive' | 'limit' + +const THEME = { + line: '#3B82F6', + areaFill: 'rgba(59,130,246,0.40)', + avgLine: '#F59E0B', + refLine: 'rgba(255,255,255,0.25)', + volUp: 'rgba(240,68,56,0.6)', + volDown: 'rgba(18,183,106,0.6)', + text: '#A1A1AA', + grid: 'rgba(255,255,255,0.04)', + border: '#27272A', +} + +interface Props { + data: MinuteKlineRow[] + height?: number + prevClose?: number + date?: string + symbol?: string + onPriceHover?: (price: number | null) => void + showLimitLines?: boolean + showAvgLine?: boolean +} + +function fmtTime(dt: string): string { + const match = dt.match(/(\d{2}):(\d{2})/) + if (!match) return dt.slice(11, 16) + const h = (parseInt(match[1]) + 8) % 24 + return `${String(h).padStart(2, '0')}:${match[2]}` +} + +function computeAvgPrice(data: MinuteKlineRow[]): number[] { + // 分时均线 = 累计成交额 / 累计成交量(手→股) + const result: number[] = [] + let sumAmt = 0 + let sumVol = 0 + for (const d of data) { + sumAmt += d.amount + sumVol += d.volume * 100 + result.push(sumVol > 0 ? sumAmt / sumVol : d.close) + } + return result +} + +function fmtAmt(v: number): string { + if (v >= 1_000_000_000) return `${(v / 1_000_000_000).toFixed(2)}亿` + if (v >= 10_000) return `${(v / 10_000).toFixed(0)}万` + return v.toFixed(0) +} + +function isValidPrice(v: number | null | undefined): v is number { + return typeof v === 'number' && Number.isFinite(v) && v > 0 +} + +/** 生成全天分时时间刻度 9:30 ~ 11:30, 13:00 ~ 15:00, 每分钟一个点 (共242个) */ +function generateFullDayTimes(): string[] { + const times: string[] = [] + // 上午 9:30 ~ 11:30 (121 分钟) + for (let h = 9; h <= 11; h++) { + const startM = h === 9 ? 30 : 0 + const endM = h === 11 ? 30 : 59 + for (let m = startM; m <= endM; m++) { + times.push(`${String(h).padStart(2, '0')}:${String(m).padStart(2, '0')}`) + } + } + // 下午 13:00 ~ 15:00 (121 分钟) + for (let h = 13; h <= 15; h++) { + const endM = h === 15 ? 0 : 59 + for (let m = 0; m <= endM; m++) { + times.push(`${String(h).padStart(2, '0')}:${String(m).padStart(2, '0')}`) + } + } + return times +} + +const FULL_DAY_TIMES = generateFullDayTimes() + +/** 根据 symbol 判断涨跌停幅度 (创业板/科创板 ±20%, 北交所 ±30%, 其余 ±10%) */ +function getLimitPct(symbol?: string): number { + if (!symbol) return 0.10 + if (symbol.endsWith('.BJ')) return 0.30 // 北交所 + if (symbol.startsWith('300') || symbol.startsWith('301')) return 0.20 // 创业板 + if (symbol.startsWith('688') || symbol.startsWith('689')) return 0.20 // 科创板 + return 0.10 +} + +/** 计算实际涨跌停价 (四舍五入到2位小数) 和实际涨跌停幅度 */ +function getLimitPrices(prevClose: number, symbol?: string): { + limitUp: number // 涨停价 (四舍五入) + limitDown: number // 跌停价 (四舍五入) + upPct: number // 实际涨停幅度 (如 9.97) + downPct: number // 实际跌停幅度 (如 -9.97) +} { + const pct = getLimitPct(symbol) + const rawUp = prevClose * (1 + pct) + const rawDown = prevClose * (1 - pct) + // A股涨跌停价四舍五入到分 (2位小数) + const limitUp = Math.round(rawUp * 100) / 100 + const limitDown = Math.round(rawDown * 100) / 100 + const upPct = (limitUp - prevClose) / prevClose * 100 + const downPct = (limitDown - prevClose) / prevClose * 100 + return { limitUp, limitDown, upPct, downPct } +} + +function buildOption(data: MinuteKlineRow[], prevClose: number | undefined, avgPrices: number[], lineColor: string, areaColor: string, yMode: YMode, symbol?: string, showLimitLines = true, showAvgLine = true): EChartsOption { + // 将数据映射到全天时间轴上的正确位置 + const timeIndexMap = new Map(FULL_DAY_TIMES.map((t, i) => [t, i])) + const closes = new Array(FULL_DAY_TIMES.length).fill(null) as (number | null)[] + const highs = new Array(FULL_DAY_TIMES.length).fill(null) as (number | null)[] + const lows = new Array(FULL_DAY_TIMES.length).fill(null) as (number | null)[] + const avgData = new Array(FULL_DAY_TIMES.length).fill(null) as (number | null)[] + const volumes = new Array(FULL_DAY_TIMES.length).fill(null) as (any | null)[] + + const volNeutral = 'rgba(161,161,170,0.5)' + for (let i = 0; i < data.length; i++) { + const timeKey = fmtTime(data[i].datetime) + const idx = timeIndexMap.get(timeKey) + if (idx !== undefined) { + closes[idx] = data[i].close + highs[idx] = data[i].high + lows[idx] = data[i].low + avgData[idx] = avgPrices[i] + volumes[idx] = { + value: data[i].volume, + itemStyle: { + color: data[i].close > data[i].open ? THEME.volUp : data[i].close < data[i].open ? THEME.volDown : volNeutral, + }, + } + } + } + + const areaStyle: any = { + color: { + type: 'linear', + x: 0, y: 0, x2: 0, y2: 1, + colorStops: [ + { offset: 0, color: areaColor }, + { offset: 1, color: 'rgba(0,0,0,0)' }, + ], + }, + } + + const markLineData: any[] = [] + if (prevClose != null) { + markLineData.push({ + yAxis: prevClose, + lineStyle: { color: THEME.refLine, type: 'dashed', width: 1 }, + label: { show: false }, + symbol: 'none', + }) + } + + let yMin: number | undefined + let yMax: number | undefined + let maxDiff = 0 + if (isValidPrice(prevClose) && data.length > 0) { + const priceArrays = showAvgLine ? [closes, highs, lows, avgData] : [closes, highs, lows] + for (const arr of priceArrays) { + for (const v of arr) { + if (!isValidPrice(v)) continue + const diff = Math.abs(v - prevClose) + if (diff > maxDiff) maxDiff = diff + } + } + + if (showLimitLines && yMode === 'limit') { + const { limitUp, limitDown } = getLimitPrices(prevClose, symbol) + const limitDiffUp = limitUp - prevClose + const limitDiffDown = prevClose - limitDown + const limitDiff = Math.max(limitDiffUp, limitDiffDown) + // 涨跌停模式: Y 轴按实际涨跌停价 + maxDiff = limitDiff + yMin = prevClose - maxDiff + yMax = prevClose + maxDiff + // 加 markLine 标注涨停价和跌停价 (仅虚线, 不显示文字) + markLineData.push( + { + yAxis: limitUp, + lineStyle: { color: 'rgba(199,64,64,0.4)', type: 'dashed', width: 1 }, + label: { show: false }, + symbol: 'none', + }, + { + yAxis: limitDown, + lineStyle: { color: 'rgba(45,155,101,0.4)', type: 'dashed', width: 1 }, + label: { show: false }, + symbol: 'none', + }, + ) + } else { + // 自适应模式: Y 轴按实际涨跌幅对称, 但不超出实际涨跌停范围 + if (showLimitLines) { + const { limitUp, limitDown } = getLimitPrices(prevClose, symbol) + const limitDiff = Math.max(limitUp - prevClose, prevClose - limitDown) + maxDiff = Math.min(maxDiff, limitDiff) + } + if (!showLimitLines && maxDiff > 0) { + maxDiff *= 1.1 + } + // 至少保证一个可视范围 (防止数据平时 maxDiff=0)。指数不使用涨跌停范围，最小范围要更紧，否则低波动指数会被压成横线。 + const minDiff = showLimitLines ? prevClose * 0.01 : prevClose * 0.001 + if (maxDiff < minDiff) maxDiff = minDiff + yMin = prevClose - maxDiff + yMax = prevClose + maxDiff + } + } + + // x 轴标签: 9:30, 10:30, 11:30/13:00, 14:00, 15:00 + // 11:30(idx 120) 和 13:00(idx 121) 相邻会重叠, 合并为一个标签 + const xAxisLabelMap: Record = { + 0: '9:30', + 60: '10:30', + 120: '11:30/13:00', + 181: '14:00', + 241: '15:00', + } + const xAxisLabelFormatter = (_value: string, idx: number) => { + return xAxisLabelMap[idx] ?? '' + } + + return { + animation: false, + backgroundColor: 'transparent', + tooltip: { + trigger: 'axis', + backgroundColor: 'transparent', + borderWidth: 0, + textStyle: { fontSize: 0 }, + formatter: () => '', + axisPointer: { + type: 'cross', + label: { + show: true, + backgroundColor: 'rgba(39,39,42,0.9)', + borderColor: 'rgba(255,255,255,0.1)', + borderWidth: 1, + padding: [2, 5], + color: '#A1A1AA', + fontSize: 10, + fontFamily: 'JetBrains Mono, monospace', + }, + crossStyle: { color: 'rgba(255,255,255,0.2)', type: 'dashed', width: 1 }, + lineStyle: { color: 'rgba(255,255,255,0.2)', type: 'dashed', width: 1 }, + }, + }, + axisPointer: { + link: [{ xAxisIndex: 'all' }], + }, + grid: [ + { left: 60, right: 55, top: 24, bottom: '28%' }, + { left: 60, right: 55, top: '74%', bottom: 20 }, + ], + xAxis: [ + { + type: 'category', + data: FULL_DAY_TIMES, + boundaryGap: false, + axisPointer: { + show: true, + lineStyle: { color: 'rgba(255,255,255,0.2)', type: 'dashed', width: 1 }, + label: { + show: true, + backgroundColor: 'rgba(39,39,42,0.9)', + borderColor: 'rgba(255,255,255,0.1)', + borderWidth: 1, + padding: [2, 4], + color: '#A1A1AA', + fontSize: 10, + fontFamily: 'JetBrains Mono, monospace', + formatter: (params: any) => { + return params.value ?? '' + }, + }, + }, + axisLine: { show: false }, + axisLabel: { + color: THEME.text, + fontSize: 10, + fontFamily: 'JetBrains Mono, monospace', + formatter: xAxisLabelFormatter, + interval: 0, + }, + axisTick: { show: false }, + splitLine: { + show: true, + lineStyle: { color: 'rgba(255,255,255,0.04)' }, + }, + }, + { + type: 'category', + gridIndex: 1, + data: FULL_DAY_TIMES, + boundaryGap: false, + axisLine: { show: false }, + axisLabel: { show: false }, + axisTick: { show: false }, + splitLine: { show: false }, + }, + ], + yAxis: [ + { + type: 'value', + min: yMin, + max: yMax, + interval: maxDiff || undefined, + splitArea: { show: false }, + axisLine: { show: false }, + axisTick: { show: false }, + splitLine: { lineStyle: { color: THEME.grid } }, + axisPointer: { + label: { + formatter: (params: any) => { + const v = params.value + return typeof v === 'number' ? v.toFixed(2) : '' + }, + }, + }, + axisLabel: { + color: THEME.text, + fontSize: 10, + fontFamily: 'JetBrains Mono, monospace', + formatter: (v: number) => v.toFixed(2), + }, + }, + { + scale: true, + gridIndex: 1, + splitNumber: 2, + axisLine: { show: false }, + axisTick: { show: false }, + splitLine: { show: false }, + axisLabel: { show: false }, + }, + ...(isValidPrice(prevClose) && yMin != null && yMax != null ? [{ + type: 'value' as const, + position: 'right' as const, + gridIndex: 0, + min: yMin, + max: yMax, + interval: maxDiff || undefined, + splitArea: { show: false }, + axisLine: { show: false }, + axisTick: { show: false }, + splitLine: { show: false }, + axisPointer: { + label: { + formatter: (params: any) => { + const v = params.value + if (typeof v !== 'number') return '' + const pct = (v - prevClose) / prevClose * 100 + if (Math.abs(pct) < 0.01) return '0.00%' + return (pct > 0 ? '+' : '') + pct.toFixed(2) + '%' + }, + }, + }, + axisLabel: { + color: THEME.text, + fontSize: 10, + fontFamily: 'JetBrains Mono, monospace', + formatter: (v: number) => { + const pct = (v - prevClose) / prevClose * 100 + if (Math.abs(pct) < 0.01) return '0.00%' + return (pct > 0 ? '+' : '') + pct.toFixed(2) + '%' + }, + }, + }] : []), + ], + series: [ + { + name: '价格', + type: 'line', + data: closes, + smooth: false, + symbol: 'none', + cursor: 'crosshair', + lineStyle: { width: 1.2, color: lineColor }, + areaStyle, + connectNulls: true, + markLine: markLineData.length > 0 ? { symbol: 'none', data: markLineData, animation: false, silent: true } : undefined, + }, + ...(showAvgLine ? [{ + name: '均价', + type: 'line' as const, + data: avgData, + smooth: false, + symbol: 'none', + cursor: 'crosshair', + lineStyle: { width: 1, color: THEME.avgLine }, + connectNulls: true, + }] : []), + { + name: '成交量', + type: 'bar', + data: volumes, + xAxisIndex: 1, + yAxisIndex: 1, + cursor: 'crosshair', + }, + ], + } +} + +export function EChartsIntraday({ data, height = 320, prevClose, date, symbol, onPriceHover, showLimitLines = true, showAvgLine = true }: Props) { + const containerRef = useRef(null) + const chartRef = useRef(null) + const roRef = useRef(null) + const moRef = useRef(null) + const dataRef = useRef(data) + dataRef.current = data + const onPriceHoverRef = useRef(onPriceHover) + onPriceHoverRef.current = onPriceHover + // 全日索引 → 数据数组索引 的映射 (ref 避免重建 chart) + const fullDayToDataIdx = useRef>(new Map()) + + const [infoIdx, setInfoIdx] = useState(data.length - 1) + const [yMode, setYMode] = useState('adaptive') + const avgPrices = useMemo(() => computeAvgPrice(data), [data]) + + // 分时线颜色：基于最新价 vs 昨收 + const lastClose = data.length > 0 ? data[data.length - 1].close : null + const lineIsUp = lastClose != null && prevClose != null ? lastClose > prevClose : true + const lineIsFlat = lastClose != null && prevClose != null ? lastClose === prevClose : false + const lineColor = lineIsFlat ? '#A1A1AA' : lineIsUp ? '#C74040' : '#2D9B65' + const areaFill = lineIsFlat ? 'rgba(180,180,190,0.40)' : lineIsUp ? 'rgba(199,64,64,0.40)' : 'rgba(34,197,94,0.40)' + + useEffect(() => { + setInfoIdx(data.length - 1) + }, [data.length]) + + useEffect(() => { + const el = containerRef.current + if (!el) return + + let chart = chartRef.current + if (!chart) { + chart = echarts.init(el, undefined, { renderer: 'canvas' }) + chartRef.current = chart + // 强制 canvas 使用十字光标，覆盖 ECharts 默认的 pointer + const forceCursor = () => { + const canvases = el.querySelectorAll('canvas') + canvases.forEach(c => { c.style.setProperty('cursor', 'crosshair', 'important') }) + } + forceCursor() + // MutationObserver: ECharts 内部可能重建/修改 canvas 属性，持续强制 cursor + const mo = new MutationObserver(forceCursor) + mo.observe(el, { childList: true, subtree: true, attributes: true, attributeFilter: ['style', 'class'] }) + moRef.current = mo + roRef.current = new ResizeObserver(() => { + chart!.resize() + forceCursor() + }) + roRef.current.observe(el) + + chart.on('updateAxisPointer', (event: any) => { + const axesInfo = event.axesInfo + if (!axesInfo) return + for (const info of Object.values(axesInfo)) { + const val = (info as any)?.value + if (val == null) continue + const fullDayIdx = typeof val === 'number' ? val : -1 + if (fullDayIdx >= 0) { + const dataIdx = fullDayToDataIdx.current.get(fullDayIdx) ?? -1 + setInfoIdx(dataIdx) + const d = dataRef.current + if (dataIdx >= 0 && dataIdx < d.length) { + onPriceHoverRef.current?.(d[dataIdx].close) + } + return + } + } + }) + + chart.on('globalout', () => { + onPriceHoverRef.current?.(null) + }) + } + + if (data.length > 0) { + // 构建全日索引 → 数据索引 的映射 + const timeIndexMap = new Map(FULL_DAY_TIMES.map((t, i) => [t, i])) + const mapping = new Map() + for (let i = 0; i < data.length; i++) { + const timeKey = fmtTime(data[i].datetime) + const fullDayIdx = timeIndexMap.get(timeKey) + if (fullDayIdx !== undefined) { + mapping.set(fullDayIdx, i) + } + } + fullDayToDataIdx.current = mapping + + chart.setOption(buildOption(data, prevClose, avgPrices, lineColor, areaFill, yMode, symbol, showLimitLines, showAvgLine), true) + } else { + chart.clear() + } + }, [data, prevClose, height, lineColor, areaFill, yMode, symbol, showLimitLines, showAvgLine]) + + useEffect(() => { + return () => { + chartRef.current?.off('updateAxisPointer') + chartRef.current?.off('globalout') + moRef.current?.disconnect() + roRef.current?.disconnect() + chartRef.current?.dispose() + chartRef.current = null + moRef.current = null + roRef.current = null + } + }, []) + + const d = infoIdx >= 0 && infoIdx < data.length ? data[infoIdx] : null + const avg = d != null ? avgPrices[infoIdx] : null + const chg = d && prevClose != null ? d.close - prevClose : null + const isUp = chg != null ? chg > 0 : true + const isFlat = chg != null ? chg === 0 : false + const priceClr = isFlat ? '#A1A1AA' : isUp ? '#C74040' : '#2D9B65' + + return ( +
    + {/* 按钮行: 切换式按钮组, 居右 */} + {showLimitLines &&
    +
    + +
    + +
    +
    } +
    + {/* 第一行: 日期 + OHLC */} +
    + {!d && —} + {d && ( + <> + {date && {date}} + 开 + {d.open.toFixed(2)} + 高 + {d.high.toFixed(2)} + 低 + {d.low.toFixed(2)} + 收 + {d.close.toFixed(2)} + + )} +
    + {/* 第二行: 价格+均价+量+额 */} +
    + {d && ( + <> + + + {d.close.toFixed(2)} + + {showAvgLine && + + {avg?.toFixed(2)} + } + 量 + {d.volume.toFixed(0)} + 额 + {fmtAmt(d.amount)} + + )} +
    +
    +
    +
    + ) +} diff --git a/frontend/src/components/EmptyState.tsx b/frontend/src/components/EmptyState.tsx new file mode 100644 index 0000000..3132e90 --- /dev/null +++ b/frontend/src/components/EmptyState.tsx @@ -0,0 +1,20 @@ +import { type LucideIcon, Construction } from 'lucide-react' + +interface Props { + icon?: LucideIcon + title: string + hint?: string +} + +// §6.0.5 四态评审 — empty 状态:图示 + 引导,而不是一句"暂无数据" +export function EmptyState({ icon: Icon = Construction, title, hint }: Props) { + return ( +
    +
    + +

    {title}

    + {hint &&

    {hint}

    } +
    +
    + ) +} diff --git a/frontend/src/components/EndpointTestDialog.tsx b/frontend/src/components/EndpointTestDialog.tsx new file mode 100644 index 0000000..8df5444 --- /dev/null +++ b/frontend/src/components/EndpointTestDialog.tsx @@ -0,0 +1,259 @@ +import { useState } from 'react' +import { useQuery, useQueryClient } from '@tanstack/react-query' +import { motion, AnimatePresence } from 'framer-motion' +import { Wifi, Play, Loader2, X, Check, Crown } from 'lucide-react' +import { api, type EndpointItem } from '@/lib/api' +import { QK } from '@/lib/queryKeys' + +interface EpResult { + ok: boolean + median_ms?: number | null + min_ms?: number | null + max_ms?: number | null + rounds?: number + success?: number + error?: string +} + +export function EndpointTestDialog({ hasKey, currentEndpoint, onClose }: { hasKey: boolean; currentEndpoint: string; onClose: () => void }) { + const qc = useQueryClient() + const [results, setResults] = useState>({}) + const [testing, setTesting] = useState>({}) + const [switching, setSwitching] = useState(null) + + // 动态加载端点清单 —— 前端无法跨域直连 tickflow.org,走后端代理 + const { data, isLoading } = useQuery({ + queryKey: QK.endpoints, + queryFn: api.listEndpoints, + staleTime: 5 * 60 * 1000, + }) + + const endpoints = data?.endpoints ?? [] + const isFallback = data?.source === 'fallback' + const testRounds = data?.testRounds + + async function testOne(url: string) { + setTesting(prev => ({ ...prev, [url]: true })) + setResults(prev => ({ ...prev, [url]: null })) + try { + const res = await api.testEndpoint(url, testRounds) + setResults(prev => ({ ...prev, [url]: res })) + } catch (e: any) { + setResults(prev => ({ ...prev, [url]: { ok: false, error: e?.message ?? '请求失败' } })) + } finally { + setTesting(prev => ({ ...prev, [url]: false })) + } + } + + async function testAll() { + setResults({}) + await Promise.all(endpoints.map(ep => testOne(ep.url))) + } + + const anyTesting = Object.values(testing).some(Boolean) + const isFree = !hasKey + const currentLabel = endpoints.find(ep => ep.url === currentEndpoint)?.label ?? currentEndpoint + + async function applyEndpoint(url: string) { + setSwitching(url) + try { + await api.switchEndpoint(url) + await qc.invalidateQueries({ queryKey: QK.settings }) + onClose() + } catch { + // 错误由 query 处理 + } finally { + setSwitching(null) + } + } + + return ( + +
    + + + {/* 顶栏 */} +
    +
    + + 端点测速 +
    +
    + {isFree && ( + Free 模式 + )} + + +
    +
    + + {/* 当前使用 */} +
    + + 当前使用 + {currentLabel} + {currentEndpoint.replace('https://', '')} +
    + + {/* Free 模式提示 —— 以下均为 Starter+ 付费端点 */} + {isFree && ( +
    + + 以下均为 Starter+ 付费端点，Free 模式不可使用。配置 API Key 后可自动切换并测速选优。 + +
    + )} + + {/* 端点列表 —— 可滚动区,顶栏/当前使用/底栏始终可见 */} +
    + {isLoading ? ( +
    + + 加载端点列表… +
    + ) : endpoints.length === 0 ? ( +
    未能加载端点列表
    + ) : ( + endpoints.map(ep => ( + + )) + )} +
    + + {isFallback ? ( + 远程获取失败，显示内置列表 + ) : null} +     +
    +     + ) +} + +function EpRow({ ep, result, testing, isCurrent, isFree, switching, onApply }: { + ep: EndpointItem + result: EpResult | null + testing?: boolean + isCurrent?: boolean + isFree?: boolean + switching: string | null + onApply: (url: string) => void +}) { + const isError = result && !result.ok + const canApply = result?.ok && !testing && !isCurrent + const isPremium = ep.premium === true + const median = result?.median_ms + + return ( +
    +
    + {/* 第1行:label + 徽章(左) / 中位延迟(右) */} +
    +
    + {ep.label} + {isPremium && ( + + + 专线 + + )} + {isCurrent && ( + 使用中 + )} +
    + {/* 中位延迟 —— 测试中/前/后都占位,避免高度跳动 */} + + {isFree ? ( + // Free 模式:普通付费端点需 Starter+,premium 端点需 Expert+ + + {isPremium ? 'Expert+' : 'Starter+'} + + ) : testing ? ( + 测试中… + ) : result && result.ok && median != null ? ( + + {median} ms + + ) : result && !result.ok ? ( + {result.error ?? '不可达'} + ) : ( + — + )} + +
    + + {/* 第2行:description */} + {ep.description} + + {/* 第3行:URL(左) / min~max·成功率(右) —— 副信息始终占位,行数不变 */} +
    + {ep.url.replace('https://', '')} + + {result && result.ok && result.min_ms != null + ? `${result.min_ms}~${result.max_ms} · ${result.success}/${result.rounds}` + : '\u00A0'} + +
    +
    + + {/* 应用按钮区域 —— Free 模式不可用任何付费端点 */} + {isFree ? null : isPremium ? ( + // 专线端点:需 Expert 及以上套餐权限,不可应用 + + + Expert+ + + ) : canApply ? ( + + ) : null} +
    + ) +} diff --git a/frontend/src/components/ExtDimensionAnalysis.tsx b/frontend/src/components/ExtDimensionAnalysis.tsx new file mode 100644 index 0000000..37fb0b0 --- /dev/null +++ b/frontend/src/components/ExtDimensionAnalysis.tsx @@ -0,0 +1,436 @@ +import { useMemo, useState, type ComponentType } from 'react' +import { useQuery } from '@tanstack/react-query' +import { + BarChart3, + CalendarDays, + Database, + Layers3, + Search, + Tags, + TrendingUp, + Users, +} from 'lucide-react' +import { PageHeader } from '@/components/PageHeader' +import { api, type AnalysisColumn, type ExtDataConfig, type ExtDataField } from '@/lib/api' +import { QK } from '@/lib/queryKeys' + +interface DimensionAnalysisProps { + menuId?: string + title?: string + subtitle?: string + kindLabel?: string + emptyHint?: string + accentClass?: string + keywords?: string[] + fallbackFieldNames?: string[] +} + +interface DimensionGroup { + key: string + count: number + rows: Record[] + metrics: Record +} + +const PAGE_LIMIT = 5000 +const SEPARATORS = /[、,，;；|/\s]+/ + +function normalizeText(v: unknown): string { + if (v == null) return '' + return String(v).trim() +} + +function fieldLabel(fields: ExtDataField[], name: string): string { + return fields.find(f => f.name === name)?.label || name +} + +function isNumericField(f: ExtDataField) { + return f.dtype === 'int' || f.dtype === 'float' +} + +function scoreConfig(config: ExtDataConfig, keywords: string[]) { + const haystack = [ + config.id, + config.label, + config.description ?? '', + ...config.fields.flatMap(f => [f.name, f.label]), + ].join(' ').toLowerCase() + return keywords.reduce((n, k) => n + (haystack.includes(k.toLowerCase()) ? 1 : 0), 0) +} + +function pickDefaultConfig(configs: ExtDataConfig[], keywords: string[]) { + const ranked = [...configs].sort((a, b) => scoreConfig(b, keywords) - scoreConfig(a, keywords)) + return ranked[0]?.id ?? '' +} + +function pickDefaultDimensionField(config: ExtDataConfig | undefined, fallbackFieldNames: string[]) { + if (!config) return '' + const fields = config.fields.filter(f => f.name !== 'symbol' && f.name !== 'code') + for (const name of fallbackFieldNames) { + const matched = fields.find(f => f.name.toLowerCase().includes(name) || f.label.toLowerCase().includes(name)) + if (matched) return matched.name + } + return fields.find(f => !isNumericField(f))?.name ?? fields[0]?.name ?? '' +} + +function formatNumber(v: unknown, digits = 2) { + if (typeof v !== 'number' || !Number.isFinite(v)) return '—' + return v.toLocaleString('zh-CN', { maximumFractionDigits: digits }) +} + +function formatValue(v: unknown, col?: AnalysisColumn) { + if (v == null || v === '') return '—' + if (typeof v === 'boolean') return v ? '是' : '否' + if (typeof v !== 'number') return String(v) + + const digits = col?.precision ?? (col?.type === 'number' || col?.type === 'amount' || col?.type === 'percent' ? 2 : 2) + if (col?.type === 'percent') return `${formatNumber(v, digits)}%` + if (col?.type === 'amount' || col?.format === 'amount') return formatNumber(v, digits) + return formatNumber(v, digits) +} + +function splitDimensionValues(value: unknown) { + const text = normalizeText(value) + if (!text) return [] + return text.split(SEPARATORS).map(s => s.trim()).filter(Boolean) +} + +function StatCard({ label, value, hint, icon: Icon }: { + label: string + value: string | number + hint: string + icon: ComponentType<{ className?: string }> +}) { + return ( +
    +
    + {label} + +
    +
    {value}
    +
    {hint}
    +
    + ) +} + +function columnsFromFields(fields: ExtDataField[], dimensionField: string, rows: Record[]) { + const numericFields = fields.filter(f => isNumericField(f) && rows.some(r => typeof r[f.name] === 'number')).slice(0, 4) + return [ + ...fields.filter(f => ['symbol', 'code', 'name', '股票简称', '股票代码'].includes(f.name)), + ...fields.filter(f => f.name === dimensionField), + ...numericFields, + ] + .filter((f, i, arr) => arr.findIndex(x => x.name === f.name) === i) + .map(f => ({ + field: f.name, + label: f.label || f.name, + type: isNumericField(f) ? 'number' : 'string', + precision: f.dtype === 'float' ? 2 : null, + sortable: isNumericField(f), + visible: true, + })) +} + +function aggregate(rows: Record[], col: AnalysisColumn) { + if (col.field === '__count') return rows.length + const values = rows.map(r => r[col.field]).filter((v): v is number => typeof v === 'number' && Number.isFinite(v)) + if (!values.length) return null + switch (col.aggregate) { + case 'sum': return values.reduce((a, b) => a + b, 0) + case 'min': return Math.min(...values) + case 'max': return Math.max(...values) + case 'avg': + default: + return values.reduce((a, b) => a + b, 0) / values.length + } +} + +export function ExtDimensionAnalysis({ + menuId, + title, + subtitle, + kindLabel = '维度', + emptyHint = '还没有可用于分析的扩展数据。', + accentClass = 'bg-[radial-gradient(circle_at_top_right,rgba(59,130,246,0.16),transparent_36%)]', + keywords = [], + fallbackFieldNames = [], +}: DimensionAnalysisProps) { + const configs = useQuery({ queryKey: QK.extData, queryFn: api.extDataList }) + const menuQuery = useQuery({ + queryKey: QK.analysisMenu(menuId ?? ''), + queryFn: () => api.analysisMenu(menuId!), + enabled: !!menuId, + }) + const menu = menuQuery.data + + const [selectedConfigId, setSelectedConfigId] = useState('') + const [dimensionField, setDimensionField] = useState('') + const [search, setSearch] = useState('') + const [selectedGroup, setSelectedGroup] = useState(null) + + const availableConfigs = configs.data?.items ?? [] + const activeConfigId = menu?.data_source || selectedConfigId || pickDefaultConfig(availableConfigs, keywords) + const activeConfig = availableConfigs.find(c => c.id === activeConfigId) + const activeDimensionField = menu?.dimension_field || dimensionField || pickDefaultDimensionField(activeConfig, fallbackFieldNames) + const activeTitle = menu?.label || title || '扩展分析' + const activeKindLabel = menu?.template === 'table' ? '数据' : kindLabel + + const configuredColumns = useMemo(() => { + const cols = menu?.detail_columns?.filter(c => c.visible !== false) ?? [] + return cols.length > 0 ? cols : null + }, [menu?.detail_columns]) + const requestedColumns = useMemo(() => { + const cols = [activeDimensionField, ...(configuredColumns?.map(c => c.field) ?? [])].filter(Boolean) + return Array.from(new Set(cols)) + }, [activeDimensionField, configuredColumns]) + const columnsKey = requestedColumns.join(',') + + const rowsQuery = useQuery({ + queryKey: QK.extDataRows(activeConfigId, undefined, PAGE_LIMIT, columnsKey), + queryFn: () => api.extDataRows(activeConfigId, { limit: PAGE_LIMIT, columns: requestedColumns }), + enabled: !!activeConfigId, + }) + + const rows = rowsQuery.data?.rows ?? [] + const baseFields = activeConfig?.fields ?? rowsQuery.data?.fields ?? [] + const fields = rows.some(r => r.name != null) && !baseFields.some(f => f.name === 'name') + ? [...baseFields, { name: 'name', dtype: 'string', label: '名称' }] + : baseFields + const dimensionOptions = fields.filter(f => f.name !== 'symbol' && f.name !== 'code') + const displayColumns = configuredColumns ?? columnsFromFields(fields, activeDimensionField, rows) + const groupColumns = (menu?.group_columns?.length ? menu.group_columns : [ + { field: '__dimension', label: activeKindLabel }, + { field: '__count', label: '股票数', type: 'number' as const, sortable: true }, + ]).filter(c => c.visible !== false) + + const sortedRows = useMemo(() => { + if (!menu?.default_sort?.field) return rows + const factor = menu.default_sort.order === 'asc' ? 1 : -1 + return [...rows].sort((a, b) => { + const av = a[menu.default_sort!.field] + const bv = b[menu.default_sort!.field] + if (typeof av === 'number' && typeof bv === 'number') return (av - bv) * factor + return String(av ?? '').localeCompare(String(bv ?? '')) * factor + }) + }, [rows, menu?.default_sort]) + + const groups = useMemo(() => { + if (!activeDimensionField || menu?.template === 'table' || menu?.template === 'ranking') return [] + const map = new Map[]>() + for (const row of sortedRows) { + const values = splitDimensionValues(row[activeDimensionField]) + for (const value of values) { + const item = map.get(value) ?? [] + item.push(row) + map.set(value, item) + } + } + return [...map.entries()] + .map(([key, itemRows]) => ({ + key, + count: itemRows.length, + rows: itemRows, + metrics: Object.fromEntries(groupColumns.map(col => [col.field, aggregate(itemRows, col)])), + })) + .sort((a, b) => b.count - a.count) + }, [sortedRows, activeDimensionField, groupColumns, menu?.template]) + + const filteredGroups = useMemo(() => { + const q = search.trim().toLowerCase() + if (!q) return groups + return groups.filter(g => g.key.toLowerCase().includes(q)) + }, [groups, search]) + + const currentGroup = filteredGroups.find(g => g.key === selectedGroup) ?? filteredGroups[0] + const tableRows = menu?.template === 'table' || menu?.template === 'ranking' ? sortedRows : (currentGroup?.rows ?? []) + const coveredSymbols = useMemo(() => { + const set = new Set() + rows.forEach(r => { if (r.symbol) set.add(String(r.symbol)) }) + return set.size + }, [rows]) + const missingConfiguredColumns = displayColumns.filter(c => rows.length > 0 && !Object.prototype.hasOwnProperty.call(rows[0], c.field)) + + return ( + <> + + + +
    + )} + /> + +
    +
    +
    +
    + + 扩展数据驱动 · 菜单可配置 · 列动态渲染 +
    +

    {activeTitle}

    +

    + 页面按分析菜单配置读取扩展数据源，使用分组字段生成榜单，并严格按照 detail_columns 渲染明细列。 +

    +
    +
    + +
    +
    + + {configs.isLoading || menuQuery.isLoading ? ( +
    加载配置中…
    + ) : menuQuery.isError ? ( +
    分析菜单不存在或已删除。
    + ) : !activeConfig ? ( +
    + +
    {emptyHint}
    +
    请先在“数据”页面新增扩展数据，并在“扩展分析”中创建分析菜单。
    +
    + ) : ( + <> +
    + + + + +
    + + {missingConfiguredColumns.length > 0 && ( +
    + 菜单中有字段在当前数据中不存在：{missingConfiguredColumns.map(c => c.field).join('、')} +
    + )} + +
    + {menu?.template !== 'table' && menu?.template !== 'ranking' && ( +
    +
    +
    +

    分组榜单

    +

    按覆盖标的数量排序

    +
    + Top {Math.min(filteredGroups.length, 100)} +
    +
    +
    + + { setSearch(e.target.value); setSelectedGroup(null) }} + placeholder={`搜索${activeKindLabel}`} + className="h-8 w-full rounded-btn border border-border bg-base pl-8 pr-3 text-xs text-foreground placeholder:text-muted/50 focus:outline-none focus:border-accent/50" + /> +
    +
    +
    + {filteredGroups.length === 0 ? ( +
    没有可展示的分组
    + ) : filteredGroups.slice(0, 100).map((group, i) => { + const active = currentGroup?.key === group.key + return ( + + ) + })} +
    +
    + )} + +
    +
    +
    +
    +

    {menu?.template === 'table' || menu?.template === 'ranking' ? '明细列表' : currentGroup?.key ?? `选择${activeKindLabel}`}

    + {tableRows.length} 条 +
    +

    列来自菜单 detail_columns：{displayColumns.map(f => f.label || f.field).join(' / ') || '暂无字段'}

    +
    +
    + + {rowsQuery.data?.date ?? '当前快照'} +
    +
    + +
    + + + + {displayColumns.map(col => ( + + ))} + + + + {rowsQuery.isLoading ? ( + + ) : tableRows.length === 0 ? ( + + ) : tableRows.slice(0, 300).map((row, i) => ( + + {displayColumns.map(col => ( + + ))} + + ))} + +
    {col.label || col.field}
    加载数据中…
    暂无明细数据
    + {formatValue(row[col.field], col)} +
    +
    + + {tableRows.length > 300 && ( +
    仅展示前 300 条明细，共 {tableRows.length} 条
    + )} +
    +
    + + )} +
    + + ) +} diff --git a/frontend/src/components/Layout.tsx b/frontend/src/components/Layout.tsx new file mode 100644 index 0000000..5757a3a --- /dev/null +++ b/frontend/src/components/Layout.tsx @@ -0,0 +1,449 @@ +import { NavLink, Outlet, useNavigate } from 'react-router-dom' +import { useQuery, useQueryClient } from '@tanstack/react-query' +import { motion } from 'framer-motion' +import { useQuoteStream } from '@/lib/useQuoteStream' +import { ToastContainer } from '@/components/Toast' +import { + useCapabilities, + useSettings, + usePreferences, + useQuoteStatus, + useVersion, +} from '@/lib/useSharedQueries' +import { + useToggleRealtimeQuotes, +} from '@/lib/useSharedMutations' +import { QK } from '@/lib/queryKeys' +import { + Star, + ScanSearch, + History, + FileText, + Settings, + Key, + Database, + Timer, + LayoutDashboard, + Tags, + TrendingUp, + Flame, + BarChart3, + Sparkles, + Layers3, + Landmark, + Cable, + RadioTower, +} from 'lucide-react' +import { Logo } from './Logo' +import { api, type IndexQuote } from '@/lib/api' +import { cn } from '@/lib/cn' + +// 品牌色 — 只用于 logo / brand 区域,不影响功能语义色 +const BRAND = '#8B5CF6' + +const CORE_INDEXES = [ + { symbol: '000001.SH', name: '上证指数' }, + { symbol: '399001.SZ', name: '深证成指' }, + { symbol: '399006.SZ', name: '创业板指' }, + { symbol: '000680.SH', name: '科创综指' }, +] as const + +type CoreIndex = (typeof CORE_INDEXES)[number] + +const nav = [ + { to: '/', label: '看板', icon: LayoutDashboard }, + { to: '/watchlist', label: '自选', icon: Star }, + { to: '/screener', label: '策略', icon: ScanSearch }, + { to: '/backtest', label: '回测', icon: History }, + { to: '/limit-ladder', label: '连板梯队', icon: Flame }, + { to: '/concept-analysis', label: '概念分析', icon: Layers3 }, + { to: '/industry-analysis', label: '行业分析', icon: Landmark }, + { to: '/stock-analysis', label: '个股分析', icon: TrendingUp }, + { to: '/financials', label: '财务', icon: FileText }, + { to: '/indices', label: '指数', icon: BarChart3 }, + { to: '/trading', label: '交易', icon: Cable }, + { to: '/monitor', label: '监控通知', icon: RadioTower }, + { to: '/data', label: '数据', icon: Database }, +] as const + +function fmtIndexValue(v: number | null | undefined) { + if (v == null || Number.isNaN(Number(v))) return '--' + return Number(v).toFixed(2) +} + +function fmtIndexPct(v: number | null | undefined) { + if (v == null || Number.isNaN(Number(v))) return '--' + return `${Number(v) >= 0 ? '+' : ''}${Number(v).toFixed(2)}%` +} + +function indexPctClass(v: number | null | undefined) { + if (v == null || Number.isNaN(Number(v))) return 'text-muted' + return Number(v) >= 0 ? 'text-bull' : 'text-bear' +} + +function SidebarIndexQuotes({ rows, items }: { rows: IndexQuote[] | undefined; items: CoreIndex[] }) { + if (items.length === 0) return null + const quoteBySymbol = new Map((rows ?? []).map(q => [q.symbol, q])) + return ( +
    + {items.map(item => { + const q = quoteBySymbol.get(item.symbol) + const value = q?.last_price ?? q?.close + const pct = q?.change_pct + return ( + +
    + {item.name} + {fmtIndexPct(pct)} +
    +
    + {fmtIndexValue(value)} +
    +     + ) + })} +
    + ) +} + +// ===== 档位卡片 ===== +function TierBadge({ label, hasKey }: { label: string; hasKey?: boolean }) { + const base = label.split(' ')[0].split('+')[0].toLowerCase() + const isFree = base === 'free' || !label + + const tierConfig: Record = { + free: { + desc: '基础日K · 单股查询', + tagBg: { background: 'rgba(113,113,122,0.3)' }, + dotStyle: { background: '#71717a' }, + labelTextStyle: { color: '#a1a1aa' }, + }, + starter: { + desc: '批量同步 · 行情池', + tagBg: { background: 'rgba(59,130,246,0.2)' }, + dotStyle: { background: '#3b82f6' }, + labelTextStyle: { color: '#60a5fa' }, + }, + pro: { + desc: '分钟K · 实时行情 · 盘口', + tagBg: { background: 'linear-gradient(135deg, rgba(168,85,247,0.2), rgba(124,58,237,0.15))' }, + dotStyle: { background: 'linear-gradient(135deg, #a855f7, #7c3aed)' }, + labelTextStyle: { background: 'linear-gradient(135deg, #c084fc, #a855f7)', WebkitBackgroundClip: 'text', backgroundClip: 'text', color: 'transparent' }, + }, + expert: { + desc: 'WebSocket · 财务数据', + tagBg: { background: 'linear-gradient(135deg, rgba(59,130,246,0.2), rgba(168,85,247,0.2), rgba(245,158,11,0.2))' }, + dotStyle: { background: 'linear-gradient(135deg, #3b82f6, #a855f7, #f59e0b)' }, + labelTextStyle: { background: 'linear-gradient(135deg, #60a5fa, #c084fc, #fbbf24)', WebkitBackgroundClip: 'text', backgroundClip: 'text', color: 'transparent' }, + }, + } + + const t = tierConfig[base] || tierConfig.free + + return ( + +
    +
    +
    +
    + +
    +
    +
    + TickFlow + +
    +
    + {isFree && !hasKey ? '配置 Key 解锁更多能力' : t.desc} +
    +
    + + {label || 'Free'} + + +
    + +
    + + ) +} + +function AIConfigBadge({ configured, model }: { configured?: boolean; model?: string }) { + return ( + +
    +
    +
    +
    + +
    +
    +
    + AI 配置 + +
    +
    + {configured ? (model || '已接入模型') : '接入策略生成模型'} +
    +
    + +
    +
    + + ) +} + +export function Layout() { + // ===== 共享 hooks (替代内联 useQuery) ===== + const { data: caps } = useCapabilities() + const { data: settingsState } = useSettings() + const { data: versionData } = useVersion() + const { data: prefs } = usePreferences() + const { data: quoteStatus } = useQuoteStatus() + const { data: analysisMenus } = useQuery({ + queryKey: QK.analysisMenus, + queryFn: api.analysisMenus, + }) + + const qc = useQueryClient() + const navigate = useNavigate() + const version = versionData?.version + const realtimeEnabled = prefs?.realtime_quotes_enabled ?? false + const indicesPinned = prefs?.indices_nav_pinned ?? true + const sidebarIndexSymbols = prefs?.sidebar_index_symbols ?? CORE_INDEXES.map(p => p.symbol) + const sidebarIndexes = CORE_INDEXES.filter(item => sidebarIndexSymbols.includes(item.symbol)) + // 卡片数据：固定显示时也拉取（即使实时行情关闭） + const showSidebarQuotes = indicesPinned || realtimeEnabled + const { data: sidebarIndexQuotes } = useQuery({ + queryKey: [...QK.indexQuotes, 'sidebar', sidebarIndexSymbols.join(',')] as const, + queryFn: () => api.indexQuotes(sidebarIndexes.map(p => p.symbol)), + enabled: showSidebarQuotes && sidebarIndexes.length > 0, + placeholderData: (prev) => prev, + }) + + // SSE: 行情更新时自动刷新相关 queries + 告警通知 + useQuoteStream(realtimeEnabled, prefs?.sse_refresh_pages) + + const toggleQuote = useToggleRealtimeQuotes() + const isRunning = quoteStatus?.running ?? false + const isTrading = quoteStatus?.is_trading_hours ?? false + const isFreeTier = (caps?.label ?? '').toLowerCase().startsWith('free') + + // 合并内置页面 + 可见的扩展分析菜单 + const analysisNav = (analysisMenus?.items ?? []) + .filter(m => m.visible) + .map(m => ({ to: `/analysis/${m.id}`, label: m.label, icon: m.icon === 'tags' ? Tags : BarChart3 })) + + const allNav = [...nav, ...analysisNav] + const savedOrder = prefs?.nav_order ?? [] + + const navItems = savedOrder.length > 0 + ? (() => { + const byTo = new Map(allNav.map(n => [n.to, n])) + const ordered = savedOrder + .map(id => byTo.get(id) ?? byTo.get(`/analysis/${id}`)) + .filter(Boolean) + const seen = new Set(ordered.map(n => n!.to)) + return [...ordered as typeof allNav, ...allNav.filter(n => !seen.has(n.to))] + })() + : allNav + + const hiddenIds = new Set(prefs?.nav_hidden ?? []) + const visibleNavItems = navItems.filter(n => !hiddenIds.has(n.to) && !hiddenIds.has(n.to.replace(/^\/analysis\//, ''))) + + const handleToggle = async (enabled: boolean) => { + // 开启时重新校验档位 + if (enabled) { + const fresh = await qc.fetchQuery({ + queryKey: QK.capabilities, + queryFn: api.capabilities, + }) + if ((fresh.label ?? '').toLowerCase().startsWith('free')) return + } + await toggleQuote.mutateAsync(enabled) + // 仅在交易时段立即获取一次行情 + if (enabled && isTrading) { + api.intradayRefresh().catch(() => {}) + } + } + + return ( +
    + + + + + + +
    + ) +} diff --git a/frontend/src/components/ListColumnCustomizer.tsx b/frontend/src/components/ListColumnCustomizer.tsx new file mode 100644 index 0000000..e803de6 --- /dev/null +++ b/frontend/src/components/ListColumnCustomizer.tsx @@ -0,0 +1,714 @@ +/** + * 通用列表列自定义组件。 + * + * 布局： + * - 上半区「已启用」：已启用的列，@dnd-kit 拖拽排序 + * - 下半区「内置列」：按业务分组折叠 + * - 底部「扩展数据列」：复用 ext_data schema，按需添加字段 + */ +import React, { useState, useCallback, useEffect, useMemo } from 'react' +import { motion, AnimatePresence } from 'framer-motion' +import { + DndContext, closestCenter, KeyboardSensor, PointerSensor, + useSensor, useSensors, type DragEndEvent, +} from '@dnd-kit/core' +import { + arrayMove, SortableContext, sortableKeyboardCoordinates, + useSortable, verticalListSortingStrategy, +} from '@dnd-kit/sortable' +import { CSS } from '@dnd-kit/utilities' +import { X, GripVertical, Plus, ChevronDown, ChevronRight, Database, Settings2, Search, Eye, EyeOff } from 'lucide-react' +import { api } from '@/lib/api' +import { useQuery } from '@tanstack/react-query' +import { QK } from '@/lib/queryKeys' +import type { ColumnConfig, ColumnGroup, ExtColumnDisplayConfig, CandleColumnConfig } from '@/lib/list-columns' +import { resolveCandleConfig } from '@/lib/list-columns' + +interface ListColumnCustomizerProps { + columns: ColumnConfig[] + groups: ColumnGroup[] + onChange: (columns: ColumnConfig[]) => void + open: boolean + onClose: () => void + title?: string + builtinSectionLabel?: string + extColumnAlign?: 'left' | 'center' | 'right' + extFieldFilter?: (field: { name: string; label: string; type: string }) => boolean +} + +function SortableActiveCol({ col, onRemove, onConfig, configOpen, extTableLabel, extConfig, candleConfig: candlePanel, strategiesConfig }: { + col: ColumnConfig + onRemove: (id: string) => void + onConfig: (id: string | null) => void + configOpen: boolean + extTableLabel: string + extConfig: React.ReactNode + candleConfig: React.ReactNode + strategiesConfig: React.ReactNode +}) { + const { + attributes, listeners, setNodeRef, transform, transition, isDragging, + } = useSortable({ id: col.id }) + const isExt = col.source.type === 'ext' + const isCandle = col.source.type === 'builtin' && col.source.key === 'candle' + const isStrategies = col.source.type === 'builtin' && col.source.key === 'strategies' + const hasConfig = isExt || isCandle || isStrategies + + return ( + <> +
    + + + + + {isExt && col.source.type === 'ext' + ? `${col.label}（${extTableLabel}）` + : col.label} + + {hasConfig && ( + + )} + +
    + {hasConfig && configOpen && (isExt ? extConfig : isCandle ? candlePanel : strategiesConfig)} + + ) +} + +export function ListColumnCustomizer({ + columns, + groups, + onChange, + open, + onClose, + title = '自定义列', + builtinSectionLabel = '内置列', + extColumnAlign = 'center', + extFieldFilter, +}: ListColumnCustomizerProps) { + const extSchema = useQuery({ + queryKey: QK.extDataSchemaAll, + queryFn: api.extDataSchemaAll, + enabled: open, + staleTime: 60_000, + }) + + const [searchQuery, setSearchQuery] = useState('') + const [expandedGroups, setExpandedGroups] = useState>(new Set()) + const [configOpenId, setConfigOpenId] = useState(null) + const [expandedTables, setExpandedTables] = useState>(new Set()) + + const colById = useMemo(() => new Map(columns.map(c => [c.id, c])), [columns]) + const keyToId = useMemo(() => { + const m = new Map() + for (const c of columns) { + if (c.source.type === 'builtin' || c.source.type === 'computed') m.set(c.source.key, c.id) + } + return m + }, [columns]) + + const activeCols = useMemo(() => columns.filter(c => !c.pinned && c.visible), [columns]) + + const toggleVisible = useCallback((colId: string) => { + onChange(columns.map(c => + c.id === colId && !c.pinned ? { ...c, visible: !c.visible } : c + )) + }, [columns, onChange]) + + const sensors = useSensors( + useSensor(PointerSensor, { activationConstraint: { distance: 5 } }), + useSensor(KeyboardSensor, { coordinateGetter: sortableKeyboardCoordinates }), + ) + + const handleDragEnd = useCallback((event: DragEndEvent) => { + const { active, over } = event + if (!over || active.id === over.id) return + const reorderCols = columns.filter(c => !c.pinned) + const pinnedCols = columns.filter(c => c.pinned) + const ids = reorderCols.map(c => c.id) + const oldIdx = ids.indexOf(active.id as string) + const newIdx = ids.indexOf(over.id as string) + if (oldIdx < 0 || newIdx < 0) return + const reordered = arrayMove(reorderCols, oldIdx, newIdx) + onChange([...pinnedCols, ...reordered]) + }, [columns, onChange]) + + const addExtColumn = useCallback((configId: string, fieldName: string, fieldLabel?: string) => { + const colId = `ext:${configId}:${fieldName}` + if (columns.some(c => c.id === colId)) { + toggleVisible(colId) + return + } + const newCol: ColumnConfig = { + id: colId, + source: { type: 'ext', configId, fieldName, fieldLabel }, + label: fieldLabel || fieldName, + visible: true, + align: extColumnAlign, + } + const actionIdx = columns.findIndex(c => c.id === 'builtin:action') + if (actionIdx >= 0) { + const next = [...columns] + next.splice(actionIdx, 0, newCol) + onChange(next) + } else { + onChange([...columns, newCol]) + } + }, [columns, extColumnAlign, onChange, toggleVisible]) + + const hideColumn = useCallback((colId: string) => { + onChange(columns.map(c => c.id === colId ? { ...c, visible: false } : c)) + }, [columns, onChange]) + + const updateExtDisplay = useCallback((colId: string, patch: Partial) => { + onChange(columns.map(c => { + if (c.id !== colId) return c + return { ...c, extDisplay: { displayMode: 'tag', ...(c.extDisplay || {}), ...patch } } + })) + }, [columns, onChange]) + + const resetExtDisplay = useCallback((colId: string) => { + onChange(columns.map(c => { + if (c.id !== colId) return c + const { extDisplay, ...rest } = c + return rest + })) + }, [columns, onChange]) + + const updateCandleConfig = useCallback((colId: string, patch: Partial) => { + onChange(columns.map(c => { + if (c.id !== colId) return c + return { ...c, candleConfig: { ...c.candleConfig, ...patch } } + })) + }, [columns, onChange]) + + const resetCandleConfig = useCallback((colId: string) => { + onChange(columns.map(c => { + if (c.id !== colId) return c + const { candleConfig, ...rest } = c + return rest + })) + }, [columns, onChange]) + + const toggleGroup = useCallback((groupId: string) => { + setExpandedGroups(prev => { + const next = new Set(prev) + if (next.has(groupId)) next.delete(groupId) + else next.add(groupId) + return next + }) + }, []) + + const toggleTableExpand = useCallback((tableId: string) => { + setExpandedTables(prev => { + const next = new Set(prev) + if (next.has(tableId)) next.delete(tableId) + else next.add(tableId) + return next + }) + }, []) + + const extTables = extSchema.data?.items ?? [] + const extTableLabelMap = new Map(extTables.map(t => [t.id, t.label])) + + const query = searchQuery.trim().toLowerCase() + const filteredGroups = useMemo(() => { + if (!query) return groups + return groups.filter(g => + g.label.includes(query) || + g.keys.some(k => { + const id = keyToId.get(k) + return id && (colById.get(id)?.label ?? '').toLowerCase().includes(query) + }) + ) + }, [groups, query, keyToId, colById]) + + useEffect(() => { + if (!open) { setConfigOpenId(null); setSearchQuery('') } + }, [open]) + + useEffect(() => { + if (query) setExpandedGroups(new Set(filteredGroups.map(g => g.id))) + // eslint-disable-next-line react-hooks/exhaustive-deps + }, [query]) + + const renderExtConfig = (col: ColumnConfig) => ( + +
    + + {(col.extDisplay?.displayMode ?? 'tag') === 'tag' && ( + + )} + + {(col.extDisplay?.displayMode ?? 'tag') === 'tag' && ( + + )} + {(col.extDisplay?.displayMode ?? 'tag') === 'tag' && (col.extDisplay?.maxTags ?? 0) > 0 && ( +
    + 显示位置 +
    + {Array.from({ length: col.extDisplay!.maxTags! }, (_, i) => { + const hidden = col.extDisplay?.hiddenIndices?.includes(i) + return ( + + ) + })} +
    +
    + )} + {(col.extDisplay?.displayMode ?? 'tag') === 'tag' && ( + + )} + {col.extDisplay && ( +
    + +
    + )} +
    +     + ) + + // 策略列配置（精简版：仅显示数量/位置/排列方向，复用 extDisplay 存储） + const renderStrategiesConfig = (col: ColumnConfig) => ( + +
    + + {(col.extDisplay?.maxTags ?? 0) > 0 && ( +
    + 显示位置 +
    + {Array.from({ length: col.extDisplay!.maxTags! }, (_, i) => { + const hidden = col.extDisplay?.hiddenIndices?.includes(i) + return ( + + ) + })} +
    +
    + )} + + {col.extDisplay && ( +
    + +
    + )} +
    +     + ) + + const renderCandleConfig = (col: ColumnConfig) => { + const cfg = resolveCandleConfig(col.candleConfig) + // 数值输入：空字符串回退到默认值，便于清空重输 + const numInput = ( + field: keyof CandleColumnConfig, + label: string, + ) => ( + + ) + return ( + +
    + {numInput('days', '日k天数')} + {numInput('enabledWidth', '开启宽度')} + {numInput('enabledHeight', '开启高度')} + {numInput('disabledWidth', '收起宽度')} + {numInput('disabledHeight', '收起高度')} +
    + 宽度 40–300 / 高度 32–200 / 天数 1–60，越界自动钳制到边界 +
    + {col.candleConfig && ( +
    + +
    + )} +
    +     + ) + } + + const renderCheckbox = (checked: boolean) => ( + + + + + + ) + + const renderBuiltinRow = (col: ColumnConfig) => ( + + ) + + const renderExtFieldRow = (configId: string, field: { name: string; label: string; type: string }) => { + const colId = `ext:${configId}:${field.name}` + const existing = columns.find(c => c.id === colId) + const checked = !!existing?.visible + return ( + + ) + } + + return ( + + {open && ( +
    + + +
    +

    {title}

    + +
    + +
    +
    + + setSearchQuery(e.target.value)} + placeholder="搜索列名..." + className="w-full h-8 pl-8 pr-3 rounded-lg bg-elevated border border-border text-xs text-foreground placeholder:text-muted focus:outline-none focus:border-accent/50 transition-colors" + /> +
    +
    + +
    + {activeCols.length > 0 && ( +
    +
    + + 已启用 + {activeCols.length} 列 · 拖拽排序 +
    + + c.id)} strategy={verticalListSortingStrategy}> + {activeCols.map(col => ( + + ))} + + +
    + )} + +
    + +
    +
    + + {builtinSectionLabel} +
    + + {filteredGroups.map(group => { + const isExpanded = expandedGroups.has(group.id) + const groupCols = group.keys + .map(k => keyToId.get(k)) + .filter((id): id is string => !!id) + .map(id => colById.get(id)) + .filter((c): c is ColumnConfig => !!c) + if (groupCols.length === 0) return null + const visCount = groupCols.filter(c => c.visible).length + + return ( +
    + + + {isExpanded && ( + +
    + {groupCols.map(col => renderBuiltinRow(col))} +
    +     + )} +     +
    + ) + })} +
    + + {extTables.length > 0 && ( +
    +
    + + 扩展数据列 +
    +
    + {extTables.map(table => { + const isExpanded = expandedTables.has(table.id) + const dataFields = table.columns + .filter(c => !['symbol', 'code', 'date'].includes(c.name)) + .filter(c => extFieldFilter ? extFieldFilter(c) : true) + const activeCount = dataFields.filter(f => { + const colId = `ext:${table.id}:${f.name}` + return columns.some(c => c.id === colId && c.visible) + }).length + return ( +
    + + + {isExpanded && ( + +
    + {dataFields.map(field => renderExtFieldRow(table.id, field))} +
    +     + )} +     +
    + ) + })} +
    +
    + )} + + {extTables.length === 0 && extSchema.isSuccess && ( +
    + 暂无扩展数据表，可在「数据」页面创建 +
    + )} +
    + +
    + )} + + ) +} diff --git a/frontend/src/components/Logo.tsx b/frontend/src/components/Logo.tsx new file mode 100644 index 0000000..e178590 --- /dev/null +++ b/frontend/src/components/Logo.tsx @@ -0,0 +1,59 @@ +// 原创 logo:方括号 [ ] 包裹一根带 wick 的 K 线 +// +// 概念: +// - 外层 brackets:终端 / 代码 / 引用边界 — 赛博 + quant 气质 +// - 中央 wick+body:一根标准 K 线 — 直接的金融指代 +// - body 在垂直中线偏下:体重感,bullish 暗示(上影长 > 下影) +// +// 用 currentColor,继承父级 color 设定,方便切换品牌色。 +interface LogoProps { + className?: string + size?: number + style?: React.CSSProperties +} + +export function Logo({ className, size = 32, style }: LogoProps) { + return ( + + {/* 左方括号 */} + + {/* 右方括号 */} + + {/* K 线 wick(上下影线,半透明) */} + + {/* K 线 body — 偏下,意味"上影长 / 反弹站住" */} + + + ) +} diff --git a/frontend/src/components/PageHeader.tsx b/frontend/src/components/PageHeader.tsx new file mode 100644 index 0000000..17d849e --- /dev/null +++ b/frontend/src/components/PageHeader.tsx @@ -0,0 +1,25 @@ +import { cn } from '@/lib/cn' + +interface Props { + title: string + subtitle?: string + right?: React.ReactNode + className?: string +} + +export function PageHeader({ title, subtitle, right, className }: Props) { + return ( +
    +
    +

    {title}

    + {subtitle && {subtitle}} +
    + {right} +
    + ) +} diff --git a/frontend/src/components/StockDailyKChart.tsx b/frontend/src/components/StockDailyKChart.tsx new file mode 100644 index 0000000..0182727 --- /dev/null +++ b/frontend/src/components/StockDailyKChart.tsx @@ -0,0 +1,232 @@ +import { useCallback, useEffect, useMemo, useState } from 'react' +import { useQuery } from '@tanstack/react-query' +import { api, type KlineRow } from '@/lib/api' +import { QK } from '@/lib/queryKeys' +import { + EChartsCandlestick, + OVERLAY_INDICATORS, + SUB_CHARTS, + type ChartMarker, + type ChartPriceLine, + type ChartRange, + type OHLC, + type StockInfo, +} from '@/components/EChartsCandlestick' + +const SUB_INFO_H = 16 +const SUB_GAP = 4 +const MAX_DAYS = 2000 + +export interface StockDailyKChartResult { + rows: OHLC[] + rawRows: KlineRow[] + stockInfo?: StockInfo + name?: string +} + +interface Props { + symbol: string + height?: number + className?: string + dateRange?: { start: string; end: string } + markers?: ChartMarker[] + ranges?: ChartRange[] + priceLines?: ChartPriceLine[] + showLimitMarkers?: boolean + showIndicatorControls?: boolean + showMarkerToggle?: boolean + showMA?: boolean + showInfoBar?: boolean + visibleBars?: number + linkedPrice?: number | null + onDateClick?: (date: string) => void + onDataChange?: (result: StockDailyKChartResult) => void +} + +function isValidRow(r: any): boolean { + return r && r.date != null && r.open != null && r.close != null +} + +export function toOHLC(rows: KlineRow[]): OHLC[] { + return rows + .filter(isValidRow) + .map(r => ({ + date: typeof r.date === 'string' ? r.date.slice(0, 10) : String(r.date), + open: Number(r.open), + high: Number(r.high), + low: Number(r.low), + close: Number(r.close), + volume: Number(r.volume ?? 0), + ma5: r.ma5 != null ? Number(r.ma5) : null, + ma10: r.ma10 != null ? Number(r.ma10) : null, + ma20: r.ma20 != null ? Number(r.ma20) : null, + ma60: r.ma60 != null ? Number(r.ma60) : null, + macd_dif: r.macd_dif != null ? Number(r.macd_dif) : null, + macd_dea: r.macd_dea != null ? Number(r.macd_dea) : null, + macd_hist: r.macd_hist != null ? Number(r.macd_hist) : null, + rsi_6: r.rsi_6 != null ? Number(r.rsi_6) : null, + rsi_14: r.rsi_14 != null ? Number(r.rsi_14) : null, + rsi_24: r.rsi_24 != null ? Number(r.rsi_24) : null, + kdj_k: r.kdj_k != null ? Number(r.kdj_k) : null, + kdj_d: r.kdj_d != null ? Number(r.kdj_d) : null, + kdj_j: r.kdj_j != null ? Number(r.kdj_j) : null, + boll_upper: r.boll_upper != null ? Number(r.boll_upper) : null, + boll_lower: r.boll_lower != null ? Number(r.boll_lower) : null, + })) +} + +function buildLimitUpMarkers(rows: KlineRow[]): ChartMarker[] { + const markers: ChartMarker[] = [] + for (const r of rows) { + const date = typeof r.date === 'string' ? r.date.slice(0, 10) : String(r.date) + if (r.signal_broken_limit_up) { + markers.push({ date, kind: 'neutral', above: true, color: '#8B5CF6', label: '炸' }) + } else if (r.signal_limit_up) { + const boards: number = r.consecutive_limit_ups ?? 1 + markers.push({ date, kind: 'buy', above: true, color: '#FACC15', label: boards <= 1 ? '板' : String(boards) }) + } + } + return markers +} + +export function getDefaultRange(): { start: string; end: string } { + const now = new Date() + const end = now.toISOString().slice(0, 10) + const s = new Date(now) + s.setMonth(s.getMonth() - 6) + const start = s.toISOString().slice(0, 10) + return { start, end } +} + +function rangeDays(range: { start: string; end: string }): number { + const start = new Date(range.start) + const end = new Date(range.end) + return Math.min(Math.ceil((end.getTime() - start.getTime()) / 86400000) + 30, MAX_DAYS) +} + +export function StockDailyKChart({ + symbol, + height = 520, + className, + dateRange: externalDateRange, + markers, + ranges, + priceLines, + showLimitMarkers = true, + showIndicatorControls = true, + showMarkerToggle = true, + showMA = true, + showInfoBar = true, + visibleBars = 60, + linkedPrice, + onDateClick, + onDataChange, +}: Props) { + const [activeIndicators, setActiveIndicators] = useState(['vol']) + const [showMarkers, setShowMarkers] = useState(true) + const dateRange = externalDateRange ?? getDefaultRange() + const days = useMemo(() => rangeDays(dateRange), [dateRange]) + + const kline = useQuery({ + queryKey: QK.kline(symbol, dateRange.start, dateRange.end), + queryFn: () => api.klineDaily(symbol, days, dateRange), + enabled: !!symbol, + placeholderData: (prev) => prev, + }) + + const rows = useMemo(() => toOHLC(kline.data?.rows ?? []), [kline.data?.rows]) + const stockInfo = kline.data?.stock_info + const limitMarkers = useMemo(() => buildLimitUpMarkers(kline.data?.rows ?? []), [kline.data?.rows]) + const allMarkers = useMemo(() => [ + ...(markers ?? []), + ...(showLimitMarkers ? limitMarkers : []), + ], [limitMarkers, markers, showLimitMarkers]) + + const toggleIndicator = useCallback((key: string) => { + setActiveIndicators(prev => prev.includes(key) ? prev.filter(k => k !== key) : [...prev, key]) + }, []) + + const activeSubDefs = activeIndicators + .map(key => SUB_CHARTS.find(s => s.key === key)) + .filter((d): d is typeof SUB_CHARTS[number] => !!d) + let subExtraH = 0 + activeSubDefs.forEach(def => { subExtraH += SUB_INFO_H + def.height }) + if (activeSubDefs.length > 0) subExtraH += activeSubDefs.length * SUB_GAP + 14 + const chartHeight = height + subExtraH + + useEffect(() => { + onDataChange?.({ rows, rawRows: kline.data?.rows ?? [], stockInfo, name: kline.data?.name }) + }, [kline.data?.name, kline.data?.rows, onDataChange, rows, stockInfo]) + + if (!symbol) return null + + return ( +
    + {showIndicatorControls && rows.length > 0 && ( +
    + {SUB_CHARTS.map(ind => ( + + ))} + {OVERLAY_INDICATORS.map(ind => ( + + ))} + {showMarkerToggle && showLimitMarkers && ( + + )} +
    + )} + {kline.isLoading &&
    加载中…
    } + {kline.isError &&
    日K加载失败
    } + {!kline.isLoading && !kline.isError && (kline.data?.rows?.length ?? 0) > 0 && rows.length === 0 && ( +
    数据格式异常，请刷新页面
    + )} + {rows.length > 0 && ( + + )} +
    + ) +} diff --git a/frontend/src/components/StockInfoBar.tsx b/frontend/src/components/StockInfoBar.tsx new file mode 100644 index 0000000..77cfbad --- /dev/null +++ b/frontend/src/components/StockInfoBar.tsx @@ -0,0 +1,66 @@ +import type { KlineRow } from '@/lib/api' +import { fmtPrice, fmtBigNum } from '@/lib/format' + +const BULL = '#C74040' +const BEAR = '#2D9B65' + +interface Props { + symbol: string + name?: string + stockInfo?: { name?: string; total_shares?: number; float_shares?: number } + rows: KlineRow[] +} + +export function StockInfoBar({ symbol, name, stockInfo, rows }: Props) { + if (rows.length === 0) return null + + const latest = rows[rows.length - 1] + const prev = rows.length >= 2 ? rows[rows.length - 2] : null + const close = Number(latest.close) + const chg = prev ? close - Number(prev.close) : 0 + const chgPct = prev ? chg / Number(prev.close) * 100 : 0 + const isUp = chg >= 0 + const clr = isUp ? BULL : BEAR + + const totalShares = stockInfo?.total_shares + const floatShares = stockInfo?.float_shares + const marketCap = totalShares ? close * totalShares : null + const floatMarketCap = floatShares ? close * floatShares : null + const turnoverRate = floatShares && latest.volume + ? (Number(latest.volume) * 100 / floatShares * 100) + : null + + const displayName = stockInfo?.name ?? name ?? '' + + return ( +
    + {/* Row 1: code, name, price, change, change% */} +
    + {symbol} + {displayName} + + {fmtPrice(close)} + + + {isUp ? '+' : ''}{fmtPrice(chg)} + + + {isUp ? '+' : ''}{fmtPrice(chgPct)}% + +
    + + {/* Row 2: market cap, float market cap, turnover rate */} +
    + {marketCap != null && ( + 市值 {fmtBigNum(marketCap)} + )} + {floatMarketCap != null && ( + 流通值 {fmtBigNum(floatMarketCap)} + )} + {turnoverRate != null && ( + 换手 {turnoverRate.toFixed(2)}% + )} +
    +
    + ) +} diff --git a/frontend/src/components/StockIntradayChart.tsx b/frontend/src/components/StockIntradayChart.tsx new file mode 100644 index 0000000..e4fbb0a --- /dev/null +++ b/frontend/src/components/StockIntradayChart.tsx @@ -0,0 +1,120 @@ +import { useEffect, useMemo, useState } from 'react' +import { useMutation, useQuery, useQueryClient } from '@tanstack/react-query' +import { Loader2 } from 'lucide-react' +import { api, type MinuteKlineRow } from '@/lib/api' +import { QK } from '@/lib/queryKeys' +import { EChartsIntraday } from '@/components/EChartsIntraday' + +interface Props { + symbol: string + date: string | null + height?: number + prevClose?: number + className?: string + onPriceHover?: (price: number | null) => void +} + +export function StockIntradayChart({ + symbol, + date, + height = 520, + prevClose, + className, + onPriceHover, +}: Props) { + const qc = useQueryClient() + const [minuteDismissed, setMinuteDismissed] = useState(false) + + const minute = useQuery({ + queryKey: QK.klineMinute(symbol, date ?? ''), + queryFn: () => api.klineMinute(symbol, date ?? undefined), + enabled: !!symbol && !!date, + }) + + const fetchMinute = useMutation({ + mutationFn: () => api.extendMinuteHistory(5, 'day'), + onSuccess: () => { + qc.invalidateQueries({ queryKey: ['kline-minute', symbol] }) + qc.invalidateQueries({ queryKey: QK.dataStatus }) + qc.invalidateQueries({ queryKey: QK.pipelineJobs }) + setMinuteDismissed(false) + }, + }) + + const minuteRows: MinuteKlineRow[] = useMemo(() => minute.data?.rows ?? [], [minute.data?.rows]) + // source=none 表示本地无数据且 TickFlow 也拉不到 (停牌/复牌延迟/非交易日) + // 此时不弹"是否获取"询问窗, 只做静态提示, 避免误导用户去拉明知拉不到的数据 + const sourceIsNone = minute.data?.source === 'none' + + useEffect(() => { + setMinuteDismissed(false) + onPriceHover?.(null) + }, [date, onPriceHover]) + + if (!symbol || !date) return null + + return ( +
    + {minute.isLoading &&
    分时加载中…
    } + {!minute.isLoading && minuteRows.length === 0 && ( + <> + {fetchMinute.isPending ? ( +
    + + 正在获取最近5日分钟K… +
    + ) : sourceIsNone ? ( + // 数据源确认无此日分钟数据 (停牌/复牌延迟等): 静态提示 + 保留重试 +
    +
    该日暂无分钟数据（数据源未提供）
    + +
    + ) : minuteDismissed ? ( +
    +
    暂无分钟数据
    + +
    + ) : ( +
    +
    是否立即获取最近5日分钟K？
    +
    + + +
    +
    + )} + + )} + {minuteRows.length > 0 && ( + + )} +
    + ) +} diff --git a/frontend/src/components/StockPanel.tsx b/frontend/src/components/StockPanel.tsx new file mode 100644 index 0000000..1568fb1 --- /dev/null +++ b/frontend/src/components/StockPanel.tsx @@ -0,0 +1,115 @@ +import { useEffect, useState, useCallback } from 'react' +import { type KlineRow } from '@/lib/api' +import { StockInfoBar } from '@/components/StockInfoBar' +import { StockDailyKChart, getDefaultRange, type StockDailyKChartResult } from '@/components/StockDailyKChart' +import { StockIntradayChart } from '@/components/StockIntradayChart' +import type { ChartMarker, ChartPriceLine, ChartRange } from '@/components/EChartsCandlestick' + +interface Props { + symbol: string + height?: number + showIntraday?: boolean + className?: string + /** 当用户点击蜡烛选中日期时回调（用于外部自动开启分时图）。 */ + onSelectDate?: (date: string) => void + /** 外部传入的日期范围 */ + dateRange?: { start: string; end: string } + markers?: ChartMarker[] + ranges?: ChartRange[] + priceLines?: ChartPriceLine[] + showLimitMarkers?: boolean + showMarkerToggle?: boolean +} + +export { getDefaultRange } + +export function StockPanel({ + symbol, + height = 520, + showIntraday = true, + className, + onSelectDate, + dateRange: externalDateRange, + markers, + ranges, + priceLines, + showLimitMarkers = true, + showMarkerToggle = true, +}: Props) { + const [linkedPrice, setLinkedPrice] = useState(null) + const [selectedDate, setSelectedDate] = useState(null) + const [dailyResult, setDailyResult] = useState(null) + + const dateRange = externalDateRange ?? getDefaultRange() + + const handleDateClick = useCallback((date: string) => { + setSelectedDate(date) + onSelectDate?.(date) + }, [onSelectDate]) + + const rows = dailyResult?.rows ?? [] + const stockInfo = dailyResult?.stockInfo + const rawRows: KlineRow[] = dailyResult?.rawRows ?? [] + + // symbol 变化时重置分时相关状态，避免切股后残留旧日期 + useEffect(() => { + setSelectedDate(null) + setLinkedPrice(null) + setDailyResult(null) + }, [symbol]) + + // 当分时开启、无选中日期时，自动选中最新日期 + useEffect(() => { + if (showIntraday && !selectedDate && rows.length > 0) { + setSelectedDate(rows[rows.length - 1].date) + } + }, [showIntraday, selectedDate, rows]) + + const selectedIdx = selectedDate ? rows.findIndex(r => r.date === selectedDate) : -1 + const prevClose = selectedIdx > 0 + ? rows[selectedIdx - 1].close + : rows.length >= 2 + ? rows[rows.length - 2].close + : undefined + if (!symbol) return null + + return ( +
    + + +
    + + + {showIntraday && selectedDate && ( + + )} +
    +
    + ) +} diff --git a/frontend/src/components/StockPreviewDialog.tsx b/frontend/src/components/StockPreviewDialog.tsx new file mode 100644 index 0000000..5b39291 --- /dev/null +++ b/frontend/src/components/StockPreviewDialog.tsx @@ -0,0 +1,212 @@ +import { useState, useEffect } from 'react' +import { useQuery, useMutation, useQueryClient } from '@tanstack/react-query' +import { motion, AnimatePresence } from 'framer-motion' +import { X, RefreshCw, Clock, Star } from 'lucide-react' +import { api } from '@/lib/api' +import { QK } from '@/lib/queryKeys' +import { StockPanel, getDefaultRange } from '@/components/StockPanel' +import { DatePicker } from '@/components/DatePicker' + +interface Props { + symbol: string | null + name?: string + onClose: () => void +} + +// ===== 板块标识（与 Screener 列表一致）===== + +// 预设快捷范围（只保留半年和1年） +const PRESETS: { label: string; months: number }[] = [ + { label: '半年', months: 6 }, + { label: '1年', months: 12 }, +] + +function boardTag(symbol: string): { label: string; color: string } | null { + if (/^(300|301)/.test(symbol)) return { label: '创', color: 'text-[#f97316] bg-[#f97316]/12 border-[#f97316]/25' } + if (/^688/.test(symbol)) return { label: '科', color: 'text-purple-400 bg-purple-400/12 border-purple-400/25' } + if (/^[48]/.test(symbol)) return { label: '北', color: 'text-cyan-400 bg-cyan-400/12 border-cyan-400/25' } + return null +} + +export function StockPreviewDialog({ symbol, name, onClose }: Props) { + const [showIntraday, setShowIntraday] = useState(false) + const [dateRange, setDateRange] = useState(getDefaultRange) + const qc = useQueryClient() + + const watchlist = useQuery({ + queryKey: QK.watchlist, + queryFn: api.watchlistList, + enabled: !!symbol, + }) + const inWatchlist = (watchlist.data?.symbols ?? []).some((s: any) => s.symbol === symbol) + + const toggleWatchlist = useMutation({ + mutationFn: () => inWatchlist ? api.watchlistRemove(symbol!) : api.watchlistAdd(symbol!), + onSuccess: () => { + qc.invalidateQueries({ queryKey: QK.watchlist }) + qc.invalidateQueries({ queryKey: QK.watchlistEnriched() }) + }, + }) + + // ESC 关闭 + useEffect(() => { + if (!symbol) return + const handler = (e: KeyboardEvent) => { + if (e.key === 'Escape') onClose() + } + document.addEventListener('keydown', handler) + return () => document.removeEventListener('keydown', handler) + }, [symbol, onClose]) + + const handleRefresh = () => { + if (!symbol) return + qc.invalidateQueries({ queryKey: ['kline', symbol!] }) + if (showIntraday) { + qc.invalidateQueries({ queryKey: ['kline-minute', symbol!] }) + } + } + + return ( + + {symbol && ( +
    + {/* 遮罩 */} + + + {/* 弹窗主体 */} + + {/* 顶栏 */} +
    +
    + {(() => { + const board = symbol ? boardTag(symbol) : null + return board ? ( + + {board.label} + + ) : null + })()} + {symbol} + {name && {name}} +
    + +
    + {/* 日期范围快捷 */} + {PRESETS.map(p => { + const now = new Date() + const s = new Date(now) + s.setMonth(s.getMonth() - p.months) + const expected = s.toISOString().slice(0, 10) + const isActive = dateRange.start === expected + return ( + + ) + })} + setDateRange(prev => ({ ...prev, start: v }))} + max={dateRange.end} + /> + ~ + setDateRange(prev => ({ ...prev, end: v }))} + min={dateRange.start} + /> + + | + + {/* 分时开关 */} + + + | + + {/* 加自选 */} + + + | + + {/* 刷新 */} + + + {/* 关闭 */} + +
    +
    + + {/* K 线内容 */} +
    + { if (!showIntraday) setShowIntraday(true) }} + dateRange={dateRange} + /> +
    +     +
    + )} +     + ) +} diff --git a/frontend/src/components/Toast.tsx b/frontend/src/components/Toast.tsx new file mode 100644 index 0000000..389514d --- /dev/null +++ b/frontend/src/components/Toast.tsx @@ -0,0 +1,49 @@ +import { useCallback, useEffect, useState } from 'react' + +// ===== 全局 toast 状态 ===== +type ToastItem = { id: number; msg: string; kind: 'error' | 'success' } +let _id = 0 +const _listeners: Set<(items: ToastItem[]) => void> = new Set() +let _queue: ToastItem[] = [] + +function _emit() { _listeners.forEach(fn => fn([..._queue])) } + +function toast(msg: string, kind: 'error' | 'success' = 'error') { + const item = { id: ++_id, msg, kind } + _queue = [..._queue, item] + _emit() + setTimeout(() => { _queue = _queue.filter(t => t.id !== item.id); _emit() }, 4000) +} + +export { toast } + +// ===== Toast 容器 — 挂在 Layout 最顶层 ===== +export function ToastContainer() { + const [items, setItems] = useState([]) + + const sub = useCallback(() => { + _listeners.add(setItems) + return () => { _listeners.delete(setItems) } + }, []) + + useEffect(sub, [sub]) + + if (!items.length) return null + + return ( +
    + {items.map(t => ( +
    + {t.msg} +
    + ))} +
    + ) +} diff --git a/frontend/src/components/analysis-shared.tsx b/frontend/src/components/analysis-shared.tsx new file mode 100644 index 0000000..5a1ad33 --- /dev/null +++ b/frontend/src/components/analysis-shared.tsx @@ -0,0 +1,451 @@ +/** + * 概念/行业分析 — 共享 UI 组件 + * + * 包含： + * - AnalysisConfigDialog: 字段配置弹窗 + * - DimensionHeatmap: 维度热力图块 + * - OverviewStatCards: 总览统计卡片 + * - DimensionGroupSidebar: 维度分组侧边栏 + */ + +import { useMemo, useState } from 'react' +import { useQuery } from '@tanstack/react-query' +import { motion } from 'framer-motion' +import { + BarChart3, + ChevronDown, + Database, + Search, + Settings2, + Tags, + TrendingUp, + X, +} from 'lucide-react' +import { api, type ExtDataField } from '@/lib/api' +import { QK } from '@/lib/queryKeys' +import { cn } from '@/lib/cn' +import type { DimensionGroup, QuoteMap } from '@/lib/analysis-adapter' +import { computeQuoteMetrics } from '@/lib/analysis-adapter' +import { fmtPct, priceColorClass } from '@/lib/format' + +// ===== 配置类型 ===== + +export interface AnalysisFieldConfig { + /** 选中的扩展数据源 ID */ + configId?: string + /** 手动指定的维度字段（覆盖自动探测） */ + dimensionField?: string + /** 层级字段统计级别（如行业 1/2/3 级） */ + hierarchyLevel?: 1 | 2 | 3 +} + +export interface SchemaOption { + id: string + label: string + columns: { name: string; type: string; label: string }[] +} + +// ===== 配置弹窗 ===== + +export function AnalysisConfigDialog({ + currentConfig, + onSave, + onClose, + showHierarchyLevel = false, +}: { + currentConfig: AnalysisFieldConfig + onSave: (config: AnalysisFieldConfig) => void + onClose: () => void + showHierarchyLevel?: boolean +}) { + const [draft, setDraft] = useState(currentConfig) + const { data: extList } = useQuery({ + queryKey: QK.extData, + queryFn: api.extDataList, + }) + const { data: schemaData } = useQuery({ + queryKey: QK.extDataSchemaAll, + queryFn: api.extDataSchemaAll, + }) + + const configs = extList?.items ?? [] + + const fieldsForConfig = useMemo((): ExtDataField[] => { + if (!draft.configId || !schemaData?.items) return [] + const schema = schemaData.items.find(s => s.id === draft.configId) + return schema?.columns.map(c => ({ name: c.name, dtype: c.type, label: c.label })) ?? [] + }, [draft.configId, schemaData]) + + const nonMetaFields = fieldsForConfig.filter( + f => !['symbol', 'code', 'date', 'name'].includes(f.name), + ) + + return ( +
    + e.stopPropagation()} + > +
    + 配置数据源 + +
    + +
    + {/* 数据源选择 */} +
    + 扩展数据源 + +
    + + {/* 维度字段选择 */} + {nonMetaFields.length > 0 && ( +
    + 维度字段（留空自动探测） + +
    + )} + + {showHierarchyLevel && ( +
    + 统计层级 + +
    + )} + +
    + 系统自动检测数据结构：支持"个股→概念/行业"和"概念/行业→成分股列表"两种模式。 + {showHierarchyLevel ? ' 行业字段按 “-” 拆分为 1/2/3 级。' : ''} +
    +
    + +
    + + +
    +     +
    + ) +} + +// ===== 总览统计卡片 ===== + +export function OverviewStatCards({ + groups, + totalStocks, + configLabel, + dateStr, + accentColor, +}: { + groups: DimensionGroup[] + totalStocks: number + configLabel: string + dateStr?: string | null + accentColor: string +}) { + const cards = [ + { label: '数据源', value: configLabel, hint: dateStr ?? '快照', icon: Database }, + { label: '维度数量', value: groups.length, hint: '按维度聚合分组', icon: Tags }, + { label: '覆盖标的', value: totalStocks, hint: '去重股票数', icon: BarChart3 }, + { + label: '最大分组', + value: groups[0]?.key ?? '—', + hint: groups[0] ? `${groups[0].count} 只` : '', + icon: TrendingUp, + }, + ] + + return ( +
    + {cards.map(card => ( +
    +
    + {card.label} + +
    +
    + {card.value} +
    +
    {card.hint}
    +
    + ))} +
    + ) +} + +// ===== 维度热力图 ===== + +export function DimensionHeatmap({ + groups, + quoteMap, + selectedKey, + onSelect, + colorScheme, +}: { + groups: DimensionGroup[] + quoteMap: Map + selectedKey: string | null + onSelect: (key: string | null) => void + colorScheme: 'blue' | 'amber' +}) { + const [showAll, setShowAll] = useState(false) + // 收起时最大高度（约 3 行标签高度） + const collapsedMaxH = '8rem' + + const enriched = useMemo(() => { + return groups.map(g => { + const qm = computeQuoteMetrics(g.stocks, quoteMap) + return { ...g, quoteMetrics: qm } + }) + }, [groups, quoteMap]) + + // 根据涨跌比渲染颜色强度 + const colors = colorScheme === 'blue' + ? { up: [59, 130, 246], down: [96, 165, 250], bg: [30, 64, 175] } + : { up: [245, 158, 11], down: [251, 191, 36], bg: [180, 83, 9] } + + return ( +
    +
    + 热度分布（按标的覆盖数） + +
    +
    + {enriched.map(g => { + const qm = g.quoteMetrics + const total = qm.upCount + qm.downCount + qm.flatCount + const upRatio = total > 0 ? qm.upCount / total : 0.5 + const size = Math.max(0.6, Math.min(1.4, g.count / (enriched[0]?.count || 1))) + const active = selectedKey === g.key + const [r, gr, b] = colors.up + + return ( + + ) + })} +
    +
    + ) +} + +// ===== 维度分组侧边栏 ===== + +export function DimensionGroupSidebar({ + groups, + quoteMap, + selectedKey, + onSelect, + searchValue, + onSearchChange, + kindLabel, + colorScheme, +}: { + groups: DimensionGroup[] + quoteMap: Map + selectedKey: string | null + onSelect: (key: string) => void + searchValue: string + onSearchChange: (v: string) => void + kindLabel: string + colorScheme: 'blue' | 'amber' +}) { + const q = searchValue.trim().toLowerCase() + const filtered = q + ? groups.filter(g => g.key.toLowerCase().includes(q)) + : groups + + const accentColor = colorScheme === 'blue' ? 'rgba(59,130,246,0.7)' : 'rgba(245,158,11,0.7)' + const accentBg = colorScheme === 'blue' ? 'rgba(59,130,246,0.1)' : 'rgba(245,158,11,0.1)' + const accentBorder = colorScheme === 'blue' ? 'rgba(59,130,246,0.25)' : 'rgba(245,158,11,0.25)' + + return ( +
    +
    +

    {kindLabel}榜单

    +

    按覆盖标的数量排序

    +
    +
    +
    + + onSearchChange(e.target.value)} + placeholder={`搜索${kindLabel}`} + className="h-8 w-full rounded-btn border border-border bg-base pl-8 pr-3 text-xs text-foreground placeholder:text-muted/50 focus:outline-none focus:border-accent/50" + /> +
    +
    +
    + {filtered.length === 0 ? ( +
    没有可展示的分组
    + ) : filtered.slice(0, 200).map((group, i) => { + const active = selectedKey === group.key + const qm = computeQuoteMetrics(group.stocks, quoteMap) + return ( + + ) + })} +
    +
    + ) +} + +// ===== 行情摘要条 ===== + +export function QuoteSummaryBar({ + groups, + quoteMap, +}: { + groups: DimensionGroup[] + quoteMap: Map +}) { + const stats = useMemo(() => { + let upTotal = 0, downTotal = 0, flatTotal = 0 + for (const g of groups) { + const qm = computeQuoteMetrics(g.stocks, quoteMap) + upTotal += qm.upCount + downTotal += qm.downCount + flatTotal += qm.flatCount + } + return { upTotal, downTotal, flatTotal } + }, [groups, quoteMap]) + + const total = stats.upTotal + stats.downTotal + stats.flatTotal + if (total === 0) return null + + const upPct = (stats.upTotal / total) * 100 + const downPct = (stats.downTotal / total) * 100 + + return ( +
    +
    +
    +
    +
    +
    + {stats.upTotal}涨 + / + {stats.downTotal}跌 +
    + ) +} + +// ===== 配置按钮 ===== + +export function ConfigButton({ onClick }: { onClick: () => void }) { + return ( + + ) +} diff --git a/frontend/src/components/data/ActiveJobCard.tsx b/frontend/src/components/data/ActiveJobCard.tsx new file mode 100644 index 0000000..025227a --- /dev/null +++ b/frontend/src/components/data/ActiveJobCard.tsx @@ -0,0 +1,135 @@ +import { useRef, useMemo, useEffect } from 'react' +import { motion } from 'framer-motion' +import { Loader2, CheckCircle2, XCircle } from 'lucide-react' +import { formatDuration, formatLogTime } from '@/lib/format' +import { Pill } from './StatCard' +import type { PipelineJob } from '@/lib/api' + +export const STAGE_LABELS: Record = { + init: '初始化', + resolve_universe: '解析标的池', + sync_instruments: '同步标的维表', + sync_daily: '同步日 K', + sync_adj: '同步除权因子', + compute_enriched: '计算技术指标', + sync_minute: '同步分钟 K', + extend_history: '扩展日K历史', + extend_minute: '扩展分钟K历史', + rebuild_enriched: '全量计算', + refresh_views: '刷新视图', + done: '完成', +} + +function LogViewer({ log }: { log: PipelineJob['log'] }) { + const containerRef = useRef(null) + + const displayLog = useMemo(() => { + if (!log.length) return [] + return log.filter((line, i) => { + const next = log[i + 1] + if ( + next && + line.stage === next.stage && + /\d+\/\d+/.test(line.msg) && + /\d+\/\d+/.test(next.msg) + ) { + return false + } + return true + }) + }, [log]) + + useEffect(() => { + const el = containerRef.current + if (el) el.scrollTop = el.scrollHeight + }, [displayLog]) + + return ( +
    + {displayLog.map((line, i) => ( +
    + {formatLogTime(line.ts)} + [{STAGE_LABELS[line.stage] ?? line.stage}] + {line.msg} +
    + ))} + {displayLog.length === 0 &&
    等待启动…
    } +
    + ) +} + +export function ActiveJobCard({ job }: { job: PipelineJob }) { + const statusMap = { + running: { icon: Loader2, color: 'text-accent', label: '运行中', spinning: true, border: 'border-accent/40', bg: 'bg-accent/5' }, + pending: { icon: Loader2, color: 'text-muted', label: '排队中', spinning: true, border: 'border-border', bg: 'bg-surface' }, + succeeded: { icon: CheckCircle2, color: 'text-bear', label: '完成', spinning: false, border: 'border-bear/30', bg: 'bg-bear/5' }, + failed: { icon: XCircle, color: 'text-danger', label: '失败', spinning: false, border: 'border-danger/40', bg: 'bg-danger/5' }, + } as const + const meta = statusMap[job.status] + const Icon = meta.icon + const isDone = job.status === 'succeeded' || job.status === 'failed' + const stageLabel = isDone ? meta.label : (STAGE_LABELS[job.stage] ?? job.stage) + + return ( +
    +
    +
    + +
    +
    + {meta.label}{!isDone && ` · ${stageLabel}`} +
    +
    + {job.id} · {job.duration_s != null ? formatDuration(job.duration_s) : '进行中'} +
    +
    +
    + {!isDone && ( +
    + {job.progress}% +
    + )} +
    + + {!isDone && ( +
    +
    + +
    + {job.stage_pct > 0 && ( +
    + 当前阶段 + {job.stage_pct}% +
    + )} +
    + )} + + + + {job.status === 'succeeded' && job.result && (() => { + const skipped = new Set(job.result.skipped_stages ?? []) + const cell = (stage: string | null, v: string) => + stage && skipped.has(stage) ? '跳过' : v + return ( +
    + + + + + +
    + ) + })()} + {job.status === 'failed' && job.error && ( +
    + {job.error} +
    + )} +
    + ) +} diff --git a/frontend/src/components/data/EnrichedRebuildPanel.tsx b/frontend/src/components/data/EnrichedRebuildPanel.tsx new file mode 100644 index 0000000..b50cfdc --- /dev/null +++ b/frontend/src/components/data/EnrichedRebuildPanel.tsx @@ -0,0 +1,111 @@ +import { useState } from 'react' +import { useMutation, useQueryClient } from '@tanstack/react-query' +import { Loader2 } from 'lucide-react' +import { api } from '@/lib/api' +import { QK } from '@/lib/queryKeys' +import { usePreferences } from '@/lib/useSharedQueries' + +export function EnrichedRebuildPanel({ isRunning, onStart }: { isRunning: boolean; onStart: () => void }) { + const qc = useQueryClient() + const prefs = usePreferences() + const batchSize = prefs.data?.enriched_batch_size ?? 1000 + const [editing, setEditing] = useState(false) + const [draftSize, setDraftSize] = useState(String(batchSize)) + const [hint, setHint] = useState(null) + + function clampAndSave(raw: number) { + if (isNaN(raw) || 1 > raw) { setHint('已自动设为最小值 1'); saveBatch.mutate(1); return } + if (raw > 10000) { setHint('已自动设为上限 10000'); saveBatch.mutate(10000); return } + setHint(null); saveBatch.mutate(raw) + } + + const saveBatch = useMutation({ + mutationFn: (size: number) => api.updateEnrichedBatchSize(size), + onSuccess: () => { + qc.invalidateQueries({ queryKey: QK.preferences }) + setEditing(false) + }, + }) + const rebuild = useMutation({ + mutationFn: api.rebuildEnriched, + onSuccess: () => { + onStart() + qc.invalidateQueries({ queryKey: QK.pipelineJobs }) + }, + }) + + return ( +
    +
    +
    +
    +
    批次大小
    +
    每批计算的标的数量，影响内存占用与进度粒度
    +
    + {editing ? ( +
    + setDraftSize(e.target.value)} + className="w-20 px-2 py-1 text-xs font-mono rounded-btn border border-border bg-surface text-foreground text-right tabular-nums focus:outline-none focus:border-accent" + min={1} + max={10000} + autoFocus + onKeyDown={e => { + if (e.key === 'Enter') clampAndSave(parseInt(draftSize)) + if (e.key === 'Escape') { setEditing(false); setHint(null) } + }} + /> + + +
    + ) : ( + + )} +
    +
    + + 每批内存占用 = 批次大小 × 日K历史天数。批次越大或日K历史越长，内存占用越高，可能导致程序崩溃。内存不足时请适当降低此值。 + +
    + {hint && ( +
    + {hint} +
    + )} +
    + +
    +
    基于已有 kline_daily + adj_factor 全量计算前复权 + 技术指标 + 信号
    + +
    +
    + ) +} diff --git a/frontend/src/components/data/ExtendHistoryPanel.tsx b/frontend/src/components/data/ExtendHistoryPanel.tsx new file mode 100644 index 0000000..eee7cc3 --- /dev/null +++ b/frontend/src/components/data/ExtendHistoryPanel.tsx @@ -0,0 +1,98 @@ +import { useState } from 'react' +import { useMutation, useQueryClient } from '@tanstack/react-query' +import { Loader2 } from 'lucide-react' +import { api } from '@/lib/api' +import { QK } from '@/lib/queryKeys' + +export function ExtendHistoryPanel({ caps, isRunning, earliestDate, onStart }: { + caps: { label: string; capabilities: Record } | undefined + isRunning: boolean + earliestDate: string | null + onStart: () => void +}) { + const qc = useQueryClient() + const [value, setValue] = useState(6) + const [unit, setUnit] = useState<'month' | 'year'>('month') + const hasBatchCap = !!caps?.capabilities?.['kline.daily.batch'] + + const extend = useMutation({ + mutationFn: () => api.extendHistory(value, unit), + onSuccess: () => { + onStart() + qc.invalidateQueries({ queryKey: QK.pipelineJobs }) + }, + }) + + const offsetDays = unit === 'month' ? value * 30 : value * 365 + const estimate = earliestDate + ? (() => { + const d = new Date(earliestDate) + d.setDate(d.getDate() - offsetDays) + return d.toISOString().slice(0, 10) + })() + : null + + return ( +
    +
    向前扩展历史数据
    + +
    +
    + +
    + {value} +
    + +
    + +
    + {(['month', 'year'] as const).map(u => ( + + ))} +
    +
    + + {estimate && ( +
    + 预计扩展至 {estimate} + {earliestDate && (当前最早: {earliestDate})} +
    + )} + + + + {!hasBatchCap && ( + + 需 Pro+ 权限 + + )} +
    + ) +} diff --git a/frontend/src/components/data/MinuteSyncConfig.tsx b/frontend/src/components/data/MinuteSyncConfig.tsx new file mode 100644 index 0000000..df077f0 --- /dev/null +++ b/frontend/src/components/data/MinuteSyncConfig.tsx @@ -0,0 +1,189 @@ +import { useState, useEffect } from 'react' +import { useMutation, useQuery, useQueryClient } from '@tanstack/react-query' +import { Loader2 } from 'lucide-react' +import { api } from '@/lib/api' +import { QK } from '@/lib/queryKeys' + +export function MinuteSyncConfig({ caps, isRunning, onStart }: { caps: { label: string; capabilities: Record } | undefined; isRunning: boolean; onStart: () => void }) { + const qc = useQueryClient() + const prefs = useQuery({ + queryKey: QK.preferences, + queryFn: api.preferences, + }) + const update = useMutation({ + mutationFn: ({ enabled, days }: { enabled: boolean; days: number }) => + api.updateMinuteSync(enabled, days), + onSuccess: () => qc.invalidateQueries({ queryKey: QK.preferences }), + }) + + const hasMinuteCap = !!caps?.capabilities?.['kline.minute.batch'] + const enabled = prefs.data?.minute_sync_enabled ?? false + const days = prefs.data?.minute_sync_days ?? 5 + const [localDays, setLocalDays] = useState(days) + + useEffect(() => { setLocalDays(days) }, [days]) + + const handleToggle = () => { + if (!hasMinuteCap) return + update.mutate({ enabled: !enabled, days: localDays }) + } + + return ( +
    +
    +
    + + + {enabled ? '自动同步' : '已关闭'} + +
    + {!hasMinuteCap && ( + + 需 Pro+ + + )} +
    + +
    + 同步天数 +
    +
    + +
    + {localDays} +
    + +
    + 天 +
    +
    + +
    +
    向前扩展历史数据
    + +
    + +
    + A股标的 · 原始数据存储(查询时实时复权) +
    +
    + ) +} + +function MinuteExtendControls({ hasMinuteCap, isRunning, onStart }: { hasMinuteCap: boolean; isRunning: boolean; onStart: () => void }) { + const qc = useQueryClient() + const [value, setValue] = useState(5) + const [confirmOpen, setConfirmOpen] = useState(false) + + const dataStatus = useQuery({ + queryKey: QK.dataStatus, + queryFn: api.dataStatus, + }) + const hasMinuteData = !!(dataStatus.data?.minute?.rows) + + const extend = useMutation({ + mutationFn: () => api.extendMinuteHistory(value, 'day'), + onSuccess: () => { + onStart() + qc.invalidateQueries({ queryKey: QK.pipelineJobs }) + qc.invalidateQueries({ queryKey: QK.dataStatus }) + }, + }) + + const totalDays = Math.min(value, 15) + + const handleFetch = () => { + if (!hasMinuteData) { + setConfirmOpen(true) + } else { + extend.mutate() + } + } + + return ( + <> +
    +
    + +
    + {totalDays} +
    + +
    + 天 +
    + + + + {confirmOpen && ( +
    +
    setConfirmOpen(false)} /> +
    +
    本地暂无分钟K数据，是否立即获取最近 {totalDays} 日分钟K？
    +
    + + +
    +
    +
    + )} + + ) +} diff --git a/frontend/src/components/data/QuoteConfigCard.tsx b/frontend/src/components/data/QuoteConfigCard.tsx new file mode 100644 index 0000000..02484b7 --- /dev/null +++ b/frontend/src/components/data/QuoteConfigCard.tsx @@ -0,0 +1,165 @@ +import { useState } from 'react' +import { AnimatePresence, motion } from 'framer-motion' +import { Activity, Settings } from 'lucide-react' +import { Skeleton } from './Skeleton' + +export function QuoteConfigCard({ enabled, running, isTrading, lastFetchMs, intervalS, intervalMin, intervalMax, loading, onToggle, toggling, showIntervalEdit, onShowIntervalEdit, onIntervalChange }: { + enabled: boolean + running: boolean + isTrading: boolean + lastFetchMs: number | null + intervalS: number + intervalMin: number + intervalMax: number + loading: boolean + onToggle: (enabled: boolean) => void + toggling: boolean + showIntervalEdit: boolean + onShowIntervalEdit: () => void + onIntervalChange: (v: number) => void +}) { + const statusColor = running && isTrading + ? 'bg-accent shadow-[0_0_6px_rgba(61,214,140,0.5)]' + : enabled && running + ? 'bg-warning/60' + : 'bg-muted' + + const statusText = !enabled + ? '已关闭' + : !isTrading + ? '非交易时段' + : running + ? '行情运行中' + : '已停止' + + const lastFetchTime = lastFetchMs + ? new Date(lastFetchMs).toLocaleString('zh-CN', { month: '2-digit', day: '2-digit', hour: '2-digit', minute: '2-digit', second: '2-digit' }) + : null + + return ( +
    +
    +
    + +

    实时行情

    +
    + +
    + + {loading ? ( +
    +
    +
    +
    +
    +
    + ) : ( +
    +
    + 状态 +
    + + {statusText} +
    +
    +
    + 交易时段 + {isTrading ? '交易中' : '休市'} +
    +
    +
    + 轮询间隔 + +
    + {intervalS}s +
    +
    + 最后获取 + {lastFetchTime ?? '—'} +
    +
    + )} + + + {showIntervalEdit && ( + + + + )} + +
    + ) +} + +function IntervalEditor({ min, max, value, onChange }: { + min: number; max: number; value: number; onChange: (v: number) => void +}) { + const [draft, setDraft] = useState(value) + const clamped = Math.max(min, Math.min(max, draft)) + const step = min < 1 ? 0.1 : min < 3 ? 0.5 : 1 + const presets = min <= 3 ? [3, 5, 10, 30, 60] : [5, 10, 15, 30, 60] + + return ( +
    +
    + 轮询间隔 ({min}s ~ {max}s) +
    +
    + {presets.map(p => ( + + ))} +
    +
    + { const v = parseFloat(e.target.value); setDraft(v); onChange(v) }} + className="flex-1 h-1 accent-accent cursor-pointer" + /> + + {clamped < 1 ? clamped.toFixed(1) : clamped.toFixed(0)}s + +
    +
    + ) +} diff --git a/frontend/src/components/data/ScheduleEditor.tsx b/frontend/src/components/data/ScheduleEditor.tsx new file mode 100644 index 0000000..e8c2171 --- /dev/null +++ b/frontend/src/components/data/ScheduleEditor.tsx @@ -0,0 +1,43 @@ +import { useState, useEffect } from 'react' + +export function ScheduleEditor({ value, onSave, loading, hint }: { + value: { hour: number; minute: number } + onSave: (hour: number, minute: number) => void + loading: boolean + hint?: string +}) { + const [h, setH] = useState(value.hour) + const [m, setM] = useState(value.minute) + + useEffect(() => { setH(value.hour); setM(value.minute) }, [value.hour, value.minute]) + + const handleSave = () => { + if (h === value.hour && m === value.minute) return + onSave(h, m) + } + + return ( +
    + 每日 + setH(Math.max(0, Math.min(23, Number(e.target.value))))} + className="w-12 px-1.5 py-1 rounded-btn bg-base border border-border text-xs font-mono text-foreground text-center" + /> + : + setM(Math.max(0, Math.min(59, Number(e.target.value))))} + className="w-12 px-1.5 py-1 rounded-btn bg-base border border-border text-xs font-mono text-foreground text-center" + /> + + 工作日自动执行{hint ? ` · ${hint}` : ''} +
    + ) +} diff --git a/frontend/src/components/data/SchemaModal.tsx b/frontend/src/components/data/SchemaModal.tsx new file mode 100644 index 0000000..0a42867 --- /dev/null +++ b/frontend/src/components/data/SchemaModal.tsx @@ -0,0 +1,102 @@ +import { AnimatePresence, motion } from 'framer-motion' +import { useQuery } from '@tanstack/react-query' +import { api, type EnrichedField } from '@/lib/api' +import { QK } from '@/lib/queryKeys' + +const TABLE_TITLES: Record = { + instruments: '标的维表', + daily: '日 K', + adj_factor: '除权因子', + enriched: 'Enriched', + minute: '分钟 K', + index_instruments: '指数维表', + index_daily: '指数日 K', + index_enriched: '指数 Enriched', +} + +function categorize(name: string): string { + if (['symbol', 'date'].includes(name)) return '基础' + if (['open', 'high', 'low', 'close', 'volume', 'amount'].includes(name)) return '行情' + if (name.startsWith('raw_') || name.startsWith('ex_') || name === 'close_pre_adj') return '复权' + if (name.startsWith('ma')) return '均线 MA' + if (name.startsWith('ema')) return '指数均线 EMA' + if (name.startsWith('macd')) return 'MACD' + if (name.startsWith('boll')) return '布林带' + if (name.startsWith('kdj')) return 'KDJ' + if (name.startsWith('rsi')) return 'RSI' + if (name.startsWith('signal_') || name.startsWith('consecutive_')) return '信号' + if (['atr_14', 'vol_ratio_5d', 'vol_ma5', 'vol_ma10', 'momentum_5d', 'momentum_10d', 'momentum_20d', 'momentum_30d', 'momentum_60d', 'annual_vol_20d', 'change_pct', 'change_amount', 'amplitude', 'turnover_rate'].includes(name)) return '波动/动量' + if (['high_60d', 'low_60d'].includes(name)) return '极值' + return '其他' +} + +export function EnrichedSchemaModal({ table, onClose }: { table: string | null; onClose: () => void }) { + const open = !!table + const schema = useQuery({ + queryKey: QK.tableSchema(table!), + queryFn: () => api.enrichedSchema(table!), + enabled: open, + staleTime: Infinity, + }) + + const fields = schema.data ?? [] + + const groups: Record = {} + for (const f of fields) { + const cat = categorize(f.name) + if (!groups[cat]) groups[cat] = [] + groups[cat].push(f) + } + + const title = table ? (TABLE_TITLES[table] ?? table) : '' + + return ( + + {open && ( + +
    + +
    +

    {title} 字段说明

    + {fields.length} 个字段 +
    +
    + {schema.isLoading ? ( +
    加载中…
    + ) : ( +
    + {Object.entries(groups).map(([cat, items]) => ( +
    +
    {cat}
    +
    + {items.map((f) => ( +
    + {f.name} + {f.desc} + {f.type} +
    + ))} +
    +
    + ))} +
    + )} +
    +     + + )} + + ) +} diff --git a/frontend/src/components/data/SectionTitle.tsx b/frontend/src/components/data/SectionTitle.tsx new file mode 100644 index 0000000..3756bcb --- /dev/null +++ b/frontend/src/components/data/SectionTitle.tsx @@ -0,0 +1,61 @@ +import { CheckCircle2, XCircle, Loader2, AlertCircle } from 'lucide-react' +import { formatDuration } from '@/lib/format' + +export function SectionTitle({ icon: Icon, children }: { icon: React.ComponentType<{ className?: string }>; children: React.ReactNode }) { + return ( +

    + + {children} +

    + ) +} + +export function HistoryRow({ job, onClick }: { job: any; onClick: () => void }) { + const statusIcon = { + succeeded: { icon: CheckCircle2, color: 'text-bear' }, + failed: { icon: XCircle, color: 'text-danger' }, + running: { icon: Loader2, color: 'text-accent', spinning: true }, + pending: { icon: Loader2, color: 'text-muted', spinning: true }, + }[job.status as 'succeeded'] ?? { icon: AlertCircle, color: 'text-muted' } + const Icon = statusIcon.icon + + return ( + + ) +} diff --git a/frontend/src/components/data/SettingsModal.tsx b/frontend/src/components/data/SettingsModal.tsx new file mode 100644 index 0000000..5054ef0 --- /dev/null +++ b/frontend/src/components/data/SettingsModal.tsx @@ -0,0 +1,27 @@ +import { motion } from 'framer-motion' +import { X } from 'lucide-react' + +export function SettingsModal({ title, onClose, children }: { title: string; onClose: () => void; children: React.ReactNode }) { + return ( +
    +
    + +
    +

    {title}

    + +
    +
    + {children} +
    +     +
    + ) +} diff --git a/frontend/src/components/data/Skeleton.tsx b/frontend/src/components/data/Skeleton.tsx new file mode 100644 index 0000000..8afc405 --- /dev/null +++ b/frontend/src/components/data/Skeleton.tsx @@ -0,0 +1,7 @@ +export function Skeleton({ w = 'w-full', h = 'h-3.5', rounded = 'rounded-sm', className = '' }: { + w?: string; h?: string; rounded?: string; className?: string +}) { + return ( +
    + ) +} diff --git a/frontend/src/components/data/StatCard.tsx b/frontend/src/components/data/StatCard.tsx new file mode 100644 index 0000000..c66cd33 --- /dev/null +++ b/frontend/src/components/data/StatCard.tsx @@ -0,0 +1,312 @@ +import { motion } from 'framer-motion' +import { Loader2, CheckCircle2, Settings, Table2 } from 'lucide-react' +import { formatNumber } from '@/lib/format' +import { fmtDate } from '@/lib/format' +import { Skeleton } from './Skeleton' + +// 卡片能力定义：capKey → 查 capability limits；tierReq → 无权限时显示的档位要求 +export const CARD_META: Record = { + instruments: { capKey: 'quote.by_symbol', tierReq: 'Free' }, + daily: { capKey: 'kline.daily.batch', tierReq: 'Starter+' }, + adj_factor: { capKey: 'adj_factor', tierReq: 'Starter+' }, + enriched: { capKey: '', tierReq: '' }, + minute: { capKey: 'kline.minute.batch', tierReq: 'Pro+' }, + financials: { capKey: 'financial', tierReq: 'Expert' }, +} + +export function Pill({ label, value }: { label: string; value: number | string }) { + return ( +
    +
    {label}
    +
    {value}
    +
    + ) +} + +function CapBadge({ hasCap, isLocal, tierLabel, tierReq, capInfo, localSuffix }: { + hasCap: boolean + isLocal: boolean + tierLabel?: string + tierReq?: string + capInfo?: { rpm: number | null; batch: number | null; subscribe: number | null } | undefined + localSuffix?: string +}) { + if (isLocal) { + return ( + + 本地计算{localSuffix ? ` · ${localSuffix}` : ''} + + ) + } + + if (hasCap && capInfo && tierLabel) { + const parts = [tierLabel, `${capInfo.rpm}/min`] + if (capInfo.batch != null && capInfo.batch > 1) parts.push(`${capInfo.batch}股/批`) + return ( + + {parts.join(' · ')} + + ) + } + + if (!hasCap && tierReq) { + return ( + + 需 {tierReq} + + ) + } + + if (hasCap) { + return ( + + {tierLabel ?? '已授权'} + + ) + } + + return null +} + +export type FieldTab = { label: string; table: string } + +export function StatCard({ + title, hint, stats, isInstrument = false, loading = false, + active = false, done = false, skipped = false, stagePct = 0, + tierKey, capLimits, tierLabel, + auto, onSettings, onShowFields, settingsOpen, subLabel, localBadgeSuffix, fieldTabs, +}: { + title: string + hint: string + stats: any | null | undefined + isInstrument?: boolean + loading?: boolean + active?: boolean + done?: boolean + skipped?: boolean + stagePct?: number + tierKey?: string + capLimits?: Record + tierLabel?: string + onSettings?: () => void + onShowFields?: (table?: string) => void + settingsOpen?: boolean + auto?: boolean + subLabel?: string + localBadgeSuffix?: string + // 多表字段入口: [{label: '维表', table: 'index_instruments'}, ...] + // 提供时渲染多个图标按钮(每个对应一张表的字段说明); 否则回退到单个 onShowFields + fieldTabs?: FieldTab[] +}) { + const empty = loading || !stats || (stats.rows === 0 && !stats.trading_days && !stats.fields) + const borderCls = active + ? 'border-accent/50' + : done + ? 'border-bear/30' + : 'border-border' + const bgCls = active ? 'bg-accent/[0.03]' : 'bg-surface' + + const meta = tierKey ? CARD_META[tierKey] : undefined + const isLocal = meta?.capKey === '' + const capInfo = meta?.capKey ? capLimits?.[meta.capKey] : undefined + const hasCap = isLocal || !!capInfo + + // 渲染字段说明入口图标 + // - fieldTabs 提供时: 返回 null (图标由 renderSubLabelInline 内联到文字后) + // - 否则: 单个图标按钮 (onShowFields) + const renderFieldButtons = () => { + if (fieldTabs && fieldTabs.length > 0) return null + if (onShowFields) { + return ( + + ) + } + return null + } + + // 单个图标按钮 (复用样式) + const fieldIconButton = (tab: FieldTab) => ( + + ) + + // subLabel 文本内容 (不含图标) + const subLabelText = subLabel + ?? (isInstrument + ? `标的 · ${((stats?.named ?? stats?.rows) ?? 0).toLocaleString()} 个含名称` + : stats?.fields + ? '字段 · 复权 · 技术指标' + : title === '日 K' && stats?.trading_days + ? '日 · A股标的 · 日线' + : stats?.trading_days && !stats?.rows + ? '日 · A股标的 · 分钟级' + : (() => { + const parts = [`行 · ${(stats?.symbols_covered ?? 0)} 只标的`] + if (stats?.trading_days) parts.push(`· ${stats.trading_days} 日`) + return parts.join(' ') + })()) + + // 有 fieldTabs 时: 把 subLabel 按分隔符拆开, 每个匹配词后面内联图标 + // 例如 "日 · 维表 · 日K · 指标" → 日 · 维表[icon] · 日K[icon] · 指标[icon] + const renderSubLabelInline = () => { + if (!fieldTabs || fieldTabs.length === 0) { + return <>{subLabelText}{renderFieldButtons()} + } + const labels = fieldTabs.map(t => t.label) + // 按非字母数字汉字的分隔符拆分, 保留分隔符 + const tokens = subLabelText.split(/(\s*·\s*|\s+)/).filter(t => t !== '') + const used = new Set() + return ( + <> + {tokens.map((tok, i) => { + const trimmed = tok.trim() + // 跳过纯分隔符 + if (trimmed === '' || trimmed === '·') return {tok} + // 匹配某个 tab label (整体匹配, 避免部分子串误命中) + const idx = labels.indexOf(trimmed) + if (idx >= 0 && !used.has(trimmed)) { + used.add(trimmed) + return {tok}{fieldIconButton(fieldTabs[idx])} + } + return {tok} + })} + + ) + } + + return ( +
    +
    +

    {title}

    +
    + {auto !== undefined && !loading && ( + + + {auto ? '自动' : '关闭'} + + )} + {active && } + {done && !active && !skipped && } + {skipped && !active && ( + + 本次跳过 + + )} + {onSettings && ( + + )} +
    +
    + +
    {hint}
    + +
    + {loading ? ( + + ) : ( + + )} +
    + +
    + {loading ? ( + <> + + + + ) : empty ? ( + <> +
    —
    +
    + 暂无数据{renderFieldButtons()} +
    + + ) : ( + <> +
    + {stats.fields + ? stats.fields + : stats.trading_days && !stats.rows + ? stats.trading_days.toLocaleString() + : formatNumber(stats.rows)} +
    +
    + {renderSubLabelInline()} +
    + + )} +
    + +
    + {loading ? ( + <> +
    +
    + + ) : empty ? ( + <> +
    + {isInstrument ? '快照日' : '起'} + — +
    +
    + {isInstrument ? '标的数' : '止'} + — +
    + + ) : ( + <> +
    + {isInstrument ? '快照日' : '起'} + {fmtDate(isInstrument ? stats.latest_as_of : stats.earliest_date)} +
    +
    + {isInstrument ? '标的数' : '止'} + {isInstrument ? String(stats.rows) : fmtDate(stats.latest_date)} +
    + + )} +
    + + {active && stagePct > 0 && ( +
    + +
    + )} +
    + ) +} diff --git a/frontend/src/components/ext-data/CreateExtDialog.tsx b/frontend/src/components/ext-data/CreateExtDialog.tsx new file mode 100644 index 0000000..2c7c995 --- /dev/null +++ b/frontend/src/components/ext-data/CreateExtDialog.tsx @@ -0,0 +1,383 @@ +import { useRef, useState } from 'react' +import { useMutation, useQueryClient } from '@tanstack/react-query' +import { motion } from 'framer-motion' +import { X, Loader2, Upload, Plus, AlertCircle, Tag, Clock } from 'lucide-react' +import { api, type ExtDataField } from '@/lib/api' +import { QK } from '@/lib/queryKeys' + +export function CreateExtDialog({ onClose }: { onClose: () => void }) { + const qc = useQueryClient() + const [id, setId] = useState('') + const [label, setLabel] = useState('') + const [description, setDescription] = useState('') + const [mode, setMode] = useState<'snapshot' | 'timeseries'>('snapshot') + const [fields, setFields] = useState([]) + const [error, setError] = useState('') + const detectFileRef = useRef(null) + const [detecting, setDetecting] = useState(false) + const [dragOver, setDragOver] = useState(false) + const [symbolMap, setSymbolMap] = useState>({}) + const [codeMap, setCodeMap] = useState>({}) + const [matchStatus, setMatchStatus] = useState<'none' | 'partial' | 'full'>('none') + const [selectMapping, setSelectMapping] = useState<{ fields: { name: string; dtype: string; label: string }[]; need: 'symbol' | 'code' | 'both' } | null>(null) + + const create = useMutation({ + mutationFn: () => { + const userF = fields.filter((f) => f.name.trim() && f.name !== 'symbol' && f.name !== 'code') + return api.extDataCreate({ + id, + label, + mode, + fields: [ + { name: 'symbol', dtype: 'string', label: '标的代码' }, + { name: 'code', dtype: 'string', label: '代码' }, + ...userF, + ], + description: description.trim() || undefined, + symbol_map: symbolMap, + code_map: codeMap, + }) + }, + onSuccess: () => { + qc.invalidateQueries({ queryKey: QK.extData }) + onClose() + }, + onError: (err) => setError(String(err)), + }) + + const addField = () => + setFields([...fields, { name: '', dtype: 'string', label: '' }]) + + const removeField = (i: number) => + setFields(fields.filter((_, idx) => idx !== i)) + + const updateField = (i: number, key: keyof ExtDataField, val: string) => + setFields(fields.map((f, idx) => (idx === i ? { ...f, [key]: val } : f))) + + const valid = id.trim() && label.trim() && fields.some((f) => f.name.trim()) && matchStatus !== 'none' + + const processDetection = ( + detected: { name: string; dtype: string; label: string }[], + symCands: string[], + codeCands: string[], + ) => { + let sm: Record = {} + let cm: Record = {} + let status: 'none' | 'partial' | 'full' = 'none' + + if (symCands.length === 1 && codeCands.length === 1) { + sm = { type: 'mapped', col: symCands[0] } + cm = { type: 'mapped', col: codeCands[0] } + status = 'full' + } else if (symCands.length === 1 && codeCands.length === 0) { + sm = { type: 'mapped', col: symCands[0] } + cm = { type: 'computed', from: 'symbol', method: 'strip_exchange' } + status = 'full' + } else if (symCands.length === 0 && codeCands.length === 1) { + cm = { type: 'mapped', col: codeCands[0] } + sm = { type: 'computed', from: 'code', method: 'append_exchange' } + status = 'full' + } else if (symCands.length > 1 || codeCands.length > 1) { + setSelectMapping({ + fields: detected, + need: symCands.length > 0 && codeCands.length > 0 ? 'both' : symCands.length > 0 ? 'symbol' : 'code', + }) + setFields(detected) + return + } else { + setSelectMapping({ fields: detected, need: 'both' }) + setFields(detected) + return + } + + setSymbolMap(sm) + setCodeMap(cm) + setMatchStatus(status) + setFields(detected) + setSelectMapping(null) + } + + const handleDetectFile = (e: React.ChangeEvent) => { + const file = e.target.files?.[0] + if (!file) return + e.target.value = '' + setDetecting(true); setError(''); setSelectMapping(null) + api.extDataDetectFields(file) + .then((res) => { + processDetection(res.fields, res.symbol_candidates, res.code_candidates) + }) + .catch((err) => setError(String(err))) + .finally(() => setDetecting(false)) + } + + const userFields = fields.filter(f => f.name !== 'symbol' && f.name !== 'code') + + return ( +
    +
    + +
    +
    +
    +

    新增扩展数据

    +

    + 接入自有数据，与标的自动关联（第三方接口或CSV/Excel），支持概念、人气、资金流、舆情、研报评分标签等场景 +

    +
    + +
    +
    + +
    +
    +
    数据类型
    +
    + {(['snapshot', 'timeseries'] as const).map((m) => { + const active = mode === m + return ( + + ) + })} +
    +
    + +
    +
    +
    显示名称
    + setLabel(e.target.value)} + placeholder={mode === 'snapshot' ? '例: 概念' : '例: 资金流'} + className="w-full h-9 px-3 rounded-lg bg-base border border-border text-xs text-foreground placeholder:text-muted/40 focus:outline-none focus:ring-1 focus:ring-accent/30 focus:border-accent/50 transition-shadow" + /> +
    +
    +
    标识符
    + setId(e.target.value.replace(/[^a-zA-Z0-9_]/g, ''))} + placeholder={mode === 'snapshot' ? '例: concept' : '例: money_flow'} + className="w-full h-9 px-3 rounded-lg bg-base border border-border text-xs text-foreground font-mono placeholder:text-muted/40 focus:outline-none focus:ring-1 focus:ring-accent/30 focus:border-accent/50 transition-shadow" + /> +
    +
    + +
    +
    描述
    + setDescription(e.target.value)} + placeholder="扩展数据 · 与标的 JOIN（可选自定义描述）" + className="w-full h-9 px-3 rounded-lg bg-base border border-border text-xs text-foreground placeholder:text-muted/40 focus:outline-none focus:ring-1 focus:ring-accent/30 focus:border-accent/50 transition-shadow" + /> +
    + +
    +
    字段定义
    + + + + {selectMapping && ( + +
    + 未自动识别到标的代码，请选择哪一列作为标的代码（symbol） +
    +
    + {selectMapping.fields.map(f => ( + + ))} + +
    +     + )} + + {userFields.length === 0 ? ( +
    detectFileRef.current?.click()} + onDragOver={e => { e.preventDefault(); setDragOver(true) }} + onDragLeave={() => setDragOver(false)} + onDrop={e => { + e.preventDefault() + setDragOver(false) + const file = e.dataTransfer.files[0] + if (file) { setDetecting(true); setError(''); setSelectMapping(null); api.extDataDetectFields(file).then(res => { processDetection(res.fields, res.symbol_candidates, res.code_candidates); }).catch(err => setError(String(err))).finally(() => setDetecting(false)) } + }} + className={`rounded-xl border-2 border-dashed py-6 flex flex-col items-center justify-center gap-2 cursor-pointer transition-colors ${ + dragOver ? 'border-accent bg-accent/[0.06]' : detecting ? 'border-border/40 pointer-events-none' : 'border-border/30 hover:border-accent/40 hover:bg-accent/[0.02]' + }`} + > + {detecting ? ( + <>检测字段中… + ) : ( + <> + + 上传数据文件（CSV / Excel）自动识别数据格式 + 自动识别列名和类型，symbol 列自动匹配 + + )} +
    + ) : ( + <> +
    + + +
    +
    +
    + 标的代码 + symbol + 文本 + {matchStatus !== 'none' + ? + {symbolMap.type === 'mapped' ? `← ${symbolMap.col}` : '← 计算'} + + : } +
    +
    + 代码 + code + 文本 + {matchStatus !== 'none' + ? + {codeMap.type === 'mapped' ? `← ${codeMap.col}` : codeMap.method === 'strip_exchange' ? '← symbol截取' : '← 推算'} + + : } +
    + {userFields.map((f) => { + const idx = fields.indexOf(f) + return ( +
    + updateField(idx, 'label', e.target.value)} + placeholder="显示名" + className="w-[72px] h-7 px-2 rounded-md border border-border bg-base text-[11px] text-foreground placeholder:text-muted/40 focus:outline-none focus:border-accent/40" + /> + updateField(idx, 'name', e.target.value)} + placeholder="字段名" + className="flex-1 h-7 px-2 rounded-md border border-border bg-base text-[11px] font-mono text-foreground placeholder:text-muted/40 focus:outline-none focus:border-accent/40" + /> + + +
    + ) + })} +
    + + )} +
    + + {error && ( +
    {error}
    + )} +
    + +
    +
    数据需自行维护和更新，系统不会自动同步
    +
    + + +
    +
    +     +
    + ) +} diff --git a/frontend/src/components/ext-data/EditExtDialog.tsx b/frontend/src/components/ext-data/EditExtDialog.tsx new file mode 100644 index 0000000..acae389 --- /dev/null +++ b/frontend/src/components/ext-data/EditExtDialog.tsx @@ -0,0 +1,252 @@ +import { useRef, useState } from 'react' +import { useMutation, useQueryClient } from '@tanstack/react-query' +import { motion } from 'framer-motion' +import { X, Loader2, Upload } from 'lucide-react' +import { api, type ExtDataConfig, type ExtDataField } from '@/lib/api' +import { QK } from '@/lib/queryKeys' + +export function EditExtDialog({ config, onClose }: { config: ExtDataConfig; onClose: () => void }) { + const qc = useQueryClient() + const [label, setLabel] = useState(config.label) + const [description, setDescription] = useState(config.description ?? '') + const [fields, setFields] = useState([...config.fields]) + const [error, setError] = useState('') + const detectFileRef = useRef(null) + const [detecting, setDetecting] = useState(false) + const [symbolMapping, setSymbolMapping] = useState<{ candidates: string[]; file: File } | null>(null) + + const update = useMutation({ + mutationFn: () => + api.extDataUpdate(config.id, { + label: label.trim(), + fields: fields.filter((f) => f.name.trim()), + description: description.trim() || '', + }), + onSuccess: () => { + qc.invalidateQueries({ queryKey: QK.extData }) + onClose() + }, + onError: (err) => setError(String(err)), + }) + + const addField = () => + setFields([...fields, { name: '', dtype: 'string', label: '' }]) + + const removeField = (i: number) => + setFields(fields.filter((_, idx) => idx !== i)) + + const updateField = (i: number, key: keyof ExtDataField, val: string) => + setFields(fields.map((f, idx) => (idx === i ? { ...f, [key]: val } : f))) + + const valid = label.trim() && fields.some((f) => f.name.trim()) + + const applyDetectedFields = (detected: { name: string; dtype: string; label: string }[]) => { + const rest = detected.filter(f => f.name !== 'symbol') + setFields([ + { name: 'symbol', dtype: 'string', label: '标的代码' }, + ...rest, + ]) + } + + const handleDetectFile = (e: React.ChangeEvent) => { + const file = e.target.files?.[0] + if (!file) return + e.target.value = '' + setDetecting(true); setError(''); setSymbolMapping(null) + api.extDataDetectFields(file) + .then((res) => { + const hasSym = res.symbol_candidates.length > 0 + const hasCode = res.code_candidates.length > 0 + if (hasSym || hasCode) { + applyDetectedFields(res.fields) + } else { + const candidates = res.fields.map(f => f.name) + setSymbolMapping({ candidates, file }) + } + }) + .catch((err) => setError(String(err))) + .finally(() => setDetecting(false)) + } + + const handleSymbolMap = (_col: string) => { + if (!symbolMapping) return + setDetecting(true); setError('') + const rest = fields.filter(f => f.name !== 'symbol') + setFields([{ name: 'symbol', dtype: 'string', label: '标的代码' }, ...rest]) + setSymbolMapping(null) + setDetecting(false) + } + + return ( +
    +
    + +
    +

    编辑扩展数据

    + +
    + +
    +
    +
    + +
    + {config.id} +
    +
    +
    + +
    + {config.mode === 'snapshot' ? '快照型' : '时序型'} +
    +
    +
    + +
    + + setLabel(e.target.value)} + className="w-full h-8 px-3 rounded-btn bg-base border border-border text-xs text-foreground placeholder:text-muted/40 focus:outline-none focus:border-accent/50" + /> +
    + +
    + + setDescription(e.target.value)} + placeholder="可选，简要说明数据的用途" + className="w-full h-8 px-3 rounded-btn bg-base border border-border text-xs text-foreground placeholder:text-muted/40 focus:outline-none focus:border-accent/50" + /> +
    + +
    +
    + +
    + + + +
    +
    + {symbolMapping && ( +
    +
    未找到 symbol 列，请选择哪一列作为标的代码：
    +
    + {symbolMapping.candidates.map(col => ( + + ))} + +
    +
    + )} +
    + {fields.map((f, i) => { + const isBuiltin = f.name === 'symbol' || f.name === 'name' + return ( +
    + updateField(i, 'label', e.target.value)} + placeholder="显示名" + disabled={isBuiltin} + className={`w-20 h-7 px-2 rounded-btn border text-[11px] text-foreground placeholder:text-muted/40 focus:outline-none focus:border-accent/50 ${ + isBuiltin + ? 'bg-elevated/50 border-border text-muted cursor-not-allowed' + : 'bg-base border-border' + }`} + /> + updateField(i, 'name', e.target.value)} + placeholder="字段名 (英文)" + disabled={isBuiltin} + className={`flex-1 h-7 px-2 rounded-btn border text-[11px] font-mono placeholder:text-muted/40 focus:outline-none focus:border-accent/50 ${ + isBuiltin + ? 'bg-elevated/50 border-border text-muted cursor-not-allowed' + : 'bg-base border-border' + }`} + /> + + {!isBuiltin && fields.length > 3 && ( + + )} + {isBuiltin &&
    } +
    + ) + })} +
    +
    + + {error && ( +
    {error}
    + )} +
    + +
    + + +
    + +
    + ) +} diff --git a/frontend/src/components/ext-data/ExtDataApiPanel.tsx b/frontend/src/components/ext-data/ExtDataApiPanel.tsx new file mode 100644 index 0000000..5cd3700 --- /dev/null +++ b/frontend/src/components/ext-data/ExtDataApiPanel.tsx @@ -0,0 +1,79 @@ +import { Check, Copy } from 'lucide-react' +import type { ExtDataConfig } from '@/lib/api' + +export function ExtDataApiPanel({ config, copied, setCopied }: { + config: ExtDataConfig + copied: boolean + setCopied: (v: boolean) => void +}) { + const endpoint = `POST /api/ext-data/${config.id}/ingest` + + const exampleRow: Record = { symbol: '000001.SZ' } + for (const f of config.fields) { + if (f.name === 'symbol' || f.name === 'code') continue + exampleRow[f.name] = f.dtype === 'int' ? 100 : f.dtype === 'float' ? 1.5 : f.dtype === 'bool' ? true : '示例' + } + if (config.fields.some(f => f.name === 'code')) { + exampleRow['code'] = '000001' + } + const exampleBody = { + date: config.mode === 'timeseries' ? '2025-01-15' : undefined, + rows: [exampleRow], + } + const exampleJson = JSON.stringify(exampleBody, null, 2) + const curlCmd = `curl -X POST http://localhost:${window.location.port || '3018'}/api/ext-data/${config.id}/ingest \\ + -H 'Content-Type: application/json' \\ + -d '${JSON.stringify(exampleBody)}'` + + const handleCopy = (text: string) => { + navigator.clipboard.writeText(text).then(() => { + setCopied(true) + setTimeout(() => setCopied(false), 2000) + }) + } + + return ( +
    +
    +
    接口端点
    +
    + {endpoint} + +
    +
    + +
    +
    请求体示例
    + 
    +          {exampleJson}
+
    +
    + +
    +
    + cURL 示例 + +
    + 
    +          {curlCmd}
+
    +
    + +
    + {config.mode === 'snapshot' ? ( + <>date 可选，默认当天；每次写入覆盖同日期数据 + ) : ( + <>date 必填，指定交易日；按日期分区存储 + )} +
    +
    + ) +} diff --git a/frontend/src/components/ext-data/ExtDataPullPanel.tsx b/frontend/src/components/ext-data/ExtDataPullPanel.tsx new file mode 100644 index 0000000..36ad379 --- /dev/null +++ b/frontend/src/components/ext-data/ExtDataPullPanel.tsx @@ -0,0 +1,212 @@ +import { useState } from 'react' +import { Loader2, Search, RefreshCw, Check } from 'lucide-react' +import { api, type ExtDataConfig } from '@/lib/api' + +export function ExtDataPullPanel({ config, onSaved }: { + config: ExtDataConfig + onSaved: () => void +}) { + const pull = config.pull + const [url, setUrl] = useState(pull?.url ?? '') + const [method, setMethod] = useState(pull?.method ?? 'GET') + const [headerStr, setHeaderStr] = useState( + pull?.headers ? JSON.stringify(pull.headers, null, 2) : '' + ) + const [body, setBody] = useState(pull?.body ?? '') + const [responsePath, setResponsePath] = useState(pull?.response_path ?? '') + const [fieldMapStr, setFieldMapStr] = useState( + pull?.field_map ? JSON.stringify(pull.field_map, null, 2) : '' + ) + const [schedule, setSchedule] = useState(pull?.schedule_minutes ?? 1440) + const [enabled, setEnabled] = useState(pull?.enabled ?? false) + const [saving, setSaving] = useState(false) + const [testing, setTesting] = useState(false) + const [running, setRunning] = useState(false) + const [testResult, setTestResult] = useState<{ total_rows: number; preview: Record[]; has_symbol: boolean } | null>(null) + const [error, setError] = useState('') + + const handleSave = () => { + let headers: Record | undefined + if (headerStr.trim()) { + try { headers = JSON.parse(headerStr) } + catch { setError('Headers 不是有效 JSON'); return } + } + let field_map: Record | undefined + if (fieldMapStr.trim()) { + try { field_map = JSON.parse(fieldMapStr) } + catch { setError('字段映射不是有效 JSON'); return } + } + setSaving(true); setError('') + api.extDataPullConfig(config.id, { + url, method, headers, body: body || undefined, + response_path: responsePath, field_map, + schedule_minutes: schedule, enabled, + }).then(() => onSaved()) + .catch(e => setError(e.message || '保存失败')) + .finally(() => setSaving(false)) + } + + const handleTest = () => { + setTesting(true); setError(''); setTestResult(null) + let headers: Record | undefined + if (headerStr.trim()) { + try { headers = JSON.parse(headerStr) } + catch { setError('Headers 不是有效 JSON'); setTesting(false); return } + } + let field_map: Record | undefined + if (fieldMapStr.trim()) { + try { field_map = JSON.parse(fieldMapStr) } + catch { setError('字段映射不是有效 JSON'); setTesting(false); return } + } + api.extDataPullConfig(config.id, { + url, method, headers, body: body || undefined, + response_path: responsePath, field_map, + schedule_minutes: schedule, enabled, + }).then(() => api.extDataPullTest(config.id)) + .then(r => { setTestResult(r); onSaved() }) + .catch(e => setError(e.message || '测试失败')) + .finally(() => setTesting(false)) + } + + const handleRun = () => { + setRunning(true); setError('') + api.extDataPullRun(config.id) + .then(() => onSaved()) + .catch(e => setError(e.message || '执行失败')) + .finally(() => setRunning(false)) + } + + return ( +
    +
    + + setUrl(e.target.value)} + placeholder="https://api.example.com/data" + className="flex-1 min-w-0 rounded-md border border-border bg-elevated px-2.5 py-1.5 text-[11px] font-mono text-foreground placeholder:text-muted/50" + /> +
    + +
    +
    Headers (JSON，可选)
    +

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