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```

Browse Source 
feat(market): 添加市场分析数据基础架构和功能模块

- 新增市场分析相关数据库表结构，包括市场工具、每日报价、财务指标、
  宏观指标和公告等数据模型
- 创建市场分析相关的Alembic迁移脚本，包含完整的up和downgrade逻辑
- 集成市场分析路由到主API路由器中
- 添加市场数据定时任务调度，支持盘前、收盘和周度市场分析报告
- 实现市场数据后台任务队列，包含报告生成和收盘分析功能
- 扩展系统配置设置，添加市场分析启用开关和相关参数配置
- 增加AI智能技能支持，包含市场概览分析和股票分析功能
- 添加审计日志记录，支持市场数据同步和自选股更新操作追踪
- 实现飞书命令集成，支持股票分析、自选股管理、公告查询等交互
- 提供市场数据服务层，包含行业分析、股票对比、市场概览等功能
```
This commit is contained in:
JiuContinent
2026-07-12 22:05:23 +08:00
parent 9cf7c44393
commit f8020cab56
28 changed files with 2704 additions and 60 deletions
Download Patch File Download Diff File Expand all files Collapse all files

262
app/modules/feishu/commands.py
View File

@@ -26,6 +26,8 @@ from app.modules.reports.constants import ReportResponseKey
from app.modules.reports.chart import lifecycle_chart_alt, render_lifecycle_chart
from app.modules.feishu.service import FeishuService
from app.modules.reports.services import ReportService
from app.modules.market.chart import render_market_chart
from app.modules.market.service import MarketService
from app.modules.risk.constants import RiskSummaryKey
from app.modules.risk.services import RiskService
@@ -38,20 +40,48 @@ RISK_TITLE = "风险预警"
DEFAULT_AI_PROMPT = "请说明你能做什么。"
RULE_TITLE = "AI 学习规则"
RULE_CREATE_PATTERN = re.compile(r"^学习规则(?:\s+(\d{1,3}))?\s*[：:]\s*(.*)$")
MARKET_RULE_CREATE_PATTERN = re.compile(
r"^学习市场规则(?:\s+(\d{1,3}))?\s*[：:]\s*(.*)$"
)
RULE_DISABLE_PATTERN = re.compile(r"^停用规则\s+(MEM-[A-Za-z0-9-]+)$", re.IGNORECASE)
RULE_ENABLE_PATTERN = re.compile(r"^启用规则\s+(MEM-[A-Za-z0-9-]+)$", re.IGNORECASE)
RULE_LIST_COMMANDS = {"查看规则", "规则列表"}
RULE_COMMAND_PREFIXES = ("学习规则", "查看规则", "规则列表", "停用规则", "启用规则")
RULE_LIST_COMMANDS = {"查看规则", "规则列表", "查看市场规则"}
RULE_COMMAND_PREFIXES = (
"学习市场规则",
"学习规则",
"查看市场规则",
"查看规则",
"规则列表",
"停用规则",
"启用规则",
)
RULE_COMMAND_HELP = (
"规则指令格式：\n"
"学习规则：<规则内容>\n"
"学习规则 80：<规则内容>\n"
"学习市场规则 80：<仅用于市场分析的规则内容>\n"
"查看规则\n"
"停用规则 <规则编号>\n"
"启用规则 <规则编号>"
)
PROJECT_FINANCE_PATTERN = re.compile(r"^项目资金\s+(.+)$")
FINANCE_COMMANDS = {"资金需求", "未来30天资金需求"}
STOCK_ANALYSIS_PATTERN = re.compile(
r"^(?:股票分析|估值分析|财报分析)\s+([0-9]{6}(?:\.(?:SH|SZ|BJ))?)$", re.IGNORECASE
)
WATCHLIST_ADD_PATTERN = re.compile(r"^加入自选\s+([0-9]{6}(?:\.(?:SH|SZ|BJ))?)$", re.IGNORECASE)
MARKET_COMMANDS = {
"市场分析",
"今日收盘分析",
"本周市场分析",
"宏观金融分析",
"最新公告",
}
INDUSTRY_ANALYSIS_PATTERN = re.compile(r"^行业分析\s+(.+)$")
STOCK_COMPARE_PATTERN = re.compile(
r"^股票对比\s+([0-9]{6}(?:\.(?:SH|SZ|BJ))?)\s+" r"([0-9]{6}(?:\.(?:SH|SZ|BJ))?)$",
re.IGNORECASE,
)
def _parse_content_text(content: Any) -> str:
@@ -59,9 +89,7 @@ def _parse_content_text(content: Any) -> str:
if isinstance(content, dict):
return str(
content.get(FeishuPayloadKey.TEXT)
or content.get(FeishuPayloadKey.CONTENT)
or ""
content.get(FeishuPayloadKey.TEXT) or content.get(FeishuPayloadKey.CONTENT) or ""
)
if not isinstance(content, str):
return ""
@@ -70,11 +98,7 @@ def _parse_content_text(content: Any) -> str:
except json.JSONDecodeError:
return content
if isinstance(data, dict):
return str(
data.get(FeishuPayloadKey.TEXT)
or data.get(FeishuPayloadKey.CONTENT)
or ""
)
return str(data.get(FeishuPayloadKey.TEXT) or data.get(FeishuPayloadKey.CONTENT) or "")
return content
@@ -163,6 +187,10 @@ class FeishuCommandService:
if finance_result is not None:
return finance_result
market_result = self._handle_market_command(command_text, chat_id, actor, auto_reply)
if market_result is not None:
return market_result
if any(keyword in command_text for keyword in DAILY_REPORT_KEYWORDS):
report = ReportService(self.db).daily_brief()
if auto_reply:
@@ -284,9 +312,7 @@ class FeishuCommandService:
if command_text not in FINANCE_COMMANDS and project_match is None:
return None
command = (
FeishuCommandName.PROJECT_FINANCE
if project_match
else FeishuCommandName.FINANCE_NEEDS
FeishuCommandName.PROJECT_FINANCE if project_match else FeishuCommandName.FINANCE_NEEDS
)
if not get_settings().finance_needs_enabled:
content = "项目资金需求分析尚未启用，请先配置并启用财务只读同步。"
@@ -362,6 +388,184 @@ class FeishuCommandService:
report[ReportResponseKey.LINES],
)
def _handle_market_command(
self, text: str, chat_id: str | None, actor: str, auto_reply: bool
) -> dict[str, Any] | None:
stock = STOCK_ANALYSIS_PATTERN.fullmatch(text)
add = WATCHLIST_ADD_PATTERN.fullmatch(text)
industry = INDUSTRY_ANALYSIS_PATTERN.fullmatch(text)
comparison = STOCK_COMPARE_PATTERN.fullmatch(text)
if (
text not in MARKET_COMMANDS
and text != "查看自选"
and not stock
and not add
and not industry
and not comparison
):
return None
if not get_settings().market_analysis_enabled:
content = "市场分析尚未启用，请配置市场数据源后启用。"
response = (
self._send_text_if_configured(chat_id, content, actor) if auto_reply else None
)
return _command_result(
FeishuCommandName.MARKET_OVERVIEW,
FeishuReplyType.TEXT,
"市场分析",
content,
response,
)
service = MarketService(self.db)
if add:
if get_settings().read_only_mode:
content = "当前为只读模式，不能修改自选股。请由管理员启用操作后重试。"
response = (
self._send_text_if_configured(chat_id, content, actor)
if auto_reply
else None
)
return _command_result(
FeishuCommandName.WATCHLIST_ADD,
FeishuReplyType.TEXT,
"自选股",
content,
response,
)
item = service.add_watchlist(actor, add.group(1))
content = f"已加入自选：{item['symbol']}"
response = (
self._send_text_if_configured(chat_id, content, actor) if auto_reply else None
)
return _command_result(
FeishuCommandName.WATCHLIST_ADD, FeishuReplyType.TEXT, "自选股", content, response
)
if text == "查看自选":
items = service.watchlist(actor)
content = "自选股：" + ("、".join(item["symbol"] for item in items) or "暂无")
response = (
self._send_text_if_configured(chat_id, content, actor) if auto_reply else None
)
return _command_result(
FeishuCommandName.WATCHLIST_LIST, FeishuReplyType.TEXT, "自选股", content, response
)
if text == "最新公告":
items = service.announcements(limit=10)["items"]
content = (
"最新公告：\n"
+ "\n".join(
f"- {item['announcement_date']} {item['symbol'] or '市场'}：{item['title']}"
for item in items
)
if items
else "公告元数据尚未接入。"
)
response = (
self._send_text_if_configured(chat_id, content, actor) if auto_reply else None
)
return _command_result(
FeishuCommandName.MARKET_ANNOUNCEMENTS,
FeishuReplyType.TEXT,
"最新公告",
content,
response,
)
if industry:
try:
data = service.industry_analysis(industry.group(1).strip())
content = (
f"{data['industry']} 平均涨跌 {data['average_pct_change']}%\n"
+ "\n".join(
f"- {item['name']}（{item['symbol']}）：{item['pct_change']}%"
for item in data["items"][:10]
)
)
except HTTPException:
content = "未找到该行业的最新市场数据。"
response = (
self._send_text_if_configured(chat_id, content, actor) if auto_reply else None
)
return _command_result(
FeishuCommandName.MARKET_OVERVIEW,
FeishuReplyType.TEXT,
"行业分析",
content,
response,
)
if comparison:
try:
content = service.compare_stocks([comparison.group(1), comparison.group(2)])[
"content"
]
except HTTPException:
content = "至少一只股票缺少可用行情，暂时无法比较。"
response = (
self._send_text_if_configured(chat_id, content, actor) if auto_reply else None
)
return _command_result(
FeishuCommandName.STOCK_ANALYSIS,
FeishuReplyType.TEXT,
"股票对比",
content,
response,
)
command = FeishuCommandName.STOCK_ANALYSIS if stock else FeishuCommandName.MARKET_OVERVIEW
if text == "宏观金融分析":
command = FeishuCommandName.MARKET_MACRO
try:
if stock:
report = service.stock_analysis(stock.group(1), True, actor)
elif text == "本周市场分析":
report = service.weekly_overview(include_ai=True, actor=actor)
elif text == "宏观金融分析":
report = service.macro_analysis(include_ai=True, actor=actor)
else:
report = service.market_overview(include_ai=True, actor=actor)
except HTTPException:
content = "未找到该股票的可用行情，请确认代码或先执行行情同步。"
response = (
self._send_text_if_configured(chat_id, content, actor) if auto_reply else None
)
return _command_result(command, FeishuReplyType.TEXT, "股票分析", content, response)
ai = report.get("ai_analysis") or {}
if not report.get("data_available"):
content = "市场数据未接入，暂不生成分析报告。"
elif not ai.get("ok"):
content = "AI 当前不可用，本次市场分析报告未发送。"
else:
content = report["content"]
response = None
if auto_reply:
if ai.get("ok"):
if text == "宏观金融分析":
response = self._send_text_if_configured(chat_id, content, actor)
else:
image = self.feishu.upload_image(render_market_chart(report), actor)
image_key = (image.get("data") or {}).get("image_key")
if not image_key:
raise ValueError("Feishu image upload did not return image_key")
card = FeishuService.build_basic_card(
report["title"],
report["lines"],
image_key=image_key,
image_alt=report["title"],
)
response = self.feishu.send_card(card, receive_id=chat_id, actor=actor)
else:
response = self._send_text_if_configured(chat_id, content, actor)
return _command_result(
command,
(
FeishuReplyType.CARD
if ai.get("ok") and text != "宏观金融分析"
else FeishuReplyType.TEXT
),
report["title"],
content,
response,
report["lines"] if ai.get("ok") else None,
)
def _send_finance_card_if_configured(
self,
chat_id: str | None,
@@ -401,13 +605,30 @@ class FeishuCommandService:
command = FeishuCommandName.RULE_DISABLE
elif command_text.startswith("启用规则"):
command = FeishuCommandName.RULE_ENABLE
elif command_text.startswith(("查看规则", "规则列表")):
elif command_text.startswith(("查看市场规则", "查看规则", "规则列表")):
command = FeishuCommandName.RULE_LIST
else:
command = FeishuCommandName.RULE_CREATE
if command in {
FeishuCommandName.RULE_CREATE,
FeishuCommandName.RULE_DISABLE,
FeishuCommandName.RULE_ENABLE,
} and get_settings().read_only_mode:
content = "当前为只读模式，不能新增或修改学习规则。请由管理员启用操作后重试。"
provider_response = (
self._send_text_if_configured(chat_id, content, actor) if auto_reply else None
)
return _command_result(
command,
FeishuReplyType.TEXT,
RULE_TITLE,
content,
provider_response,
)
content = RULE_COMMAND_HELP
try:
create_match = RULE_CREATE_PATTERN.fullmatch(command_text)
market_create_match = MARKET_RULE_CREATE_PATTERN.fullmatch(command_text)
create_match = market_create_match or RULE_CREATE_PATTERN.fullmatch(command_text)
disable_match = RULE_DISABLE_PATTERN.fullmatch(command_text)
enable_match = RULE_ENABLE_PATTERN.fullmatch(command_text)
memory = AIMemoryService(self.db)
@@ -422,10 +643,10 @@ class FeishuCommandService:
else:
rule = memory.create_rule(
content=rule_content,
scope="global",
subject="company",
scope="market" if market_create_match else "global",
subject="market" if market_create_match else "company",
priority=priority,
tags=["feishu"],
tags=["feishu", *(["market"] if market_create_match else [])],
actor=actor,
)
content = (
@@ -438,6 +659,7 @@ class FeishuCommandService:
elif command_text in RULE_LIST_COMMANDS:
command = FeishuCommandName.RULE_LIST
rules = memory.list_rules(
scope="market" if command_text == "查看市场规则" else None,
status_filter=AIMemoryStatus.ACTIVE,
limit=20,
)
@@ -457,9 +679,7 @@ class FeishuCommandService:
elif disable_match or enable_match:
enabled = enable_match is not None
command = (
FeishuCommandName.RULE_ENABLE
if enabled
else FeishuCommandName.RULE_DISABLE
FeishuCommandName.RULE_ENABLE if enabled else FeishuCommandName.RULE_DISABLE
)
match = enable_match or disable_match
rule = memory.update_rule(