mirror of
https://github.com/ZhuLinsen/daily_stock_analysis
synced 2026-09-20 10:53:33 +08:00
303f4e1c18
* feat: GitHub Actions STOCK_LIST 指数入口与 CLI unsupported 明确拒绝 * feat: 指数注册表新增国证粮食与中证钢铁，补充指数自选股配置文档 - seed 与 bundled 指数清单 31 项扩展至 33 项（sz399365、csi930606） - 中英 full-guide 新增指数自选股配置小节，README/DEPLOY 同步提示 - 相关确定性测试断言 31→33 并锁定新 canonical * fix: market-only 分类跳过测试补齐交易日历 mock，消除周末失败 * fix: 测试类级默认关闭 GITHUB_ACTIONS，修复 CI runner 环境注入导致的分类分支误入 * fix: 入口分类按模式边界跳过不消费个股列表的模式，文档收窄指数入口适用范围 - 新增 _skips_stock_entry guard：--backtest/--market-review/--serve-only/--webui-only/--portfolio/--schedule/config.schedule_enabled 整体跳过 --stocks 与 Actions STOCK_LIST 的分类与索引刷新 - --schedule --stocks 的忽略快照警告与分类解耦（传 args.stocks or None） - 恢复 --stocks + --portfolio 同框提示日志 - 测试：review 反例四格 + Actions portfolio 格 + portfolio 覆盖到达 pipeline.run 入参断言 - 文档：指数分类与整批拒绝收窄为 --stocks 与 GitHub Actions 两入口
1883 lines
71 KiB
Python
1883 lines
71 KiB
Python
# -*- coding: utf-8 -*-
|
||
"""
|
||
===================================
|
||
A股自选股智能分析系统 - 主调度程序
|
||
===================================
|
||
|
||
职责：
|
||
1. 协调各模块完成股票分析流程
|
||
2. 实现低并发的线程池调度
|
||
3. 全局异常处理，确保单股失败不影响整体
|
||
4. 提供命令行入口
|
||
|
||
使用方式：
|
||
python main.py # 正常运行
|
||
python main.py --debug # 调试模式
|
||
python main.py --dry-run # 仅获取数据不分析
|
||
|
||
交易理念（已融入分析）：
|
||
- 严进策略：不追高，乖离率 > 5% 不买入
|
||
- 趋势交易：只做 MA5>MA10>MA20 多头排列
|
||
- 效率优先：关注筹码集中度好的股票
|
||
- 买点偏好：缩量回踩 MA5/MA10 支撑
|
||
"""
|
||
from __future__ import annotations
|
||
|
||
import json
|
||
import multiprocessing
|
||
import os
|
||
from pathlib import Path
|
||
from typing import Any, Callable, Dict, List, Optional, Tuple, Union
|
||
|
||
from dotenv import dotenv_values
|
||
from src.config import setup_env
|
||
|
||
_INITIAL_PROCESS_ENV = dict(os.environ)
|
||
setup_env()
|
||
|
||
# 代理配置 - 通过 USE_PROXY 环境变量控制，默认关闭
|
||
# GitHub Actions 环境自动跳过代理配置
|
||
if os.getenv("GITHUB_ACTIONS") != "true" and os.getenv("USE_PROXY", "false").lower() == "true":
|
||
# 本地开发环境，启用代理（可在 .env 中配置 PROXY_HOST 和 PROXY_PORT）
|
||
proxy_host = os.getenv("PROXY_HOST", "127.0.0.1")
|
||
proxy_port = os.getenv("PROXY_PORT", "10809")
|
||
proxy_url = f"http://{proxy_host}:{proxy_port}"
|
||
os.environ["http_proxy"] = proxy_url
|
||
os.environ["https_proxy"] = proxy_url
|
||
|
||
_packaged_import_probe = os.getenv("DSA_PACKAGED_IMPORT_PROBE")
|
||
if _packaged_import_probe:
|
||
import importlib
|
||
import sys
|
||
|
||
try:
|
||
importlib.import_module(_packaged_import_probe)
|
||
except Exception as exc:
|
||
print(
|
||
f"ERROR: packaged import failed for {_packaged_import_probe}: {exc}",
|
||
file=sys.stderr,
|
||
)
|
||
sys.exit(1)
|
||
|
||
print(f"OK: packaged import succeeded for {_packaged_import_probe}")
|
||
sys.exit(0)
|
||
|
||
import argparse
|
||
import logging
|
||
import sys
|
||
import time
|
||
import uuid
|
||
from datetime import date, datetime, timezone, timedelta
|
||
|
||
from src.webui_frontend import prepare_webui_frontend_assets
|
||
from src.config import get_config, Config
|
||
from src.logging_config import setup_logging
|
||
from src.brokers.futu.portfolio import FutuPortfolioError
|
||
from data_provider.base import canonical_stock_code
|
||
from src.services.stock_list_parser import (
|
||
AnalysisTarget,
|
||
ParseStatus,
|
||
parse_analysis_target,
|
||
split_stock_list,
|
||
)
|
||
from src.services.stock_code_utils import resolve_index_stock_code_for_analysis
|
||
|
||
|
||
logger = logging.getLogger(__name__)
|
||
_RUNTIME_ENV_FILE_KEYS = set()
|
||
_PUBLIC_BIND_HOSTS = frozenset({"0.0.0.0", "::", "[::]", "*"})
|
||
_LAST_ANALYSIS_FAILURE_REASON: Optional[str] = None
|
||
|
||
|
||
def _get_active_env_path() -> Path:
|
||
env_file = os.getenv("ENV_FILE")
|
||
if env_file:
|
||
return Path(env_file)
|
||
return Path(__file__).resolve().parent / ".env"
|
||
|
||
|
||
def _is_public_bind_host(host: str) -> bool:
|
||
return (host or "").strip().lower() in _PUBLIC_BIND_HOSTS
|
||
|
||
|
||
def _warn_if_public_webui_without_auth(host: str) -> None:
|
||
if not _is_public_bind_host(host):
|
||
return
|
||
|
||
from src.auth import is_auth_enabled
|
||
|
||
if is_auth_enabled():
|
||
return
|
||
logger.warning(
|
||
"WEBUI_HOST=%s binds the Web UI to a public interface while "
|
||
"ADMIN_AUTH_ENABLED=false. Keep this service behind a trusted network "
|
||
"boundary or enable admin authentication before exposing it.",
|
||
host,
|
||
)
|
||
|
||
|
||
def _resolve_web_service_bind(args: argparse.Namespace, config: Config) -> Tuple[str, int]:
|
||
"""Resolve the effective Web/API bind address from CLI first, then config."""
|
||
host = args.host if args.host is not None else (config.webui_host or "127.0.0.1")
|
||
port = args.port if args.port is not None else config.webui_port
|
||
return host, port
|
||
|
||
|
||
def _read_active_env_values() -> Optional[Dict[str, str]]:
|
||
env_path = _get_active_env_path()
|
||
if not env_path.exists():
|
||
return {}
|
||
|
||
try:
|
||
values = dotenv_values(env_path)
|
||
except Exception as exc: # pragma: no cover - defensive branch
|
||
logger.warning("读取配置文件 %s 失败，继续沿用当前环境变量: %s", env_path, exc)
|
||
return None
|
||
|
||
return {
|
||
str(key): "" if value is None else str(value)
|
||
for key, value in values.items()
|
||
if key is not None
|
||
}
|
||
|
||
|
||
_ACTIVE_ENV_FILE_VALUES = _read_active_env_values() or {}
|
||
_RUNTIME_ENV_FILE_KEYS = {
|
||
key for key in _ACTIVE_ENV_FILE_VALUES
|
||
if key not in _INITIAL_PROCESS_ENV
|
||
}
|
||
|
||
# setup_env() already ran at import time above.
|
||
_env_bootstrapped = True
|
||
|
||
|
||
def _bootstrap_environment() -> None:
|
||
"""Load .env and apply optional local proxy settings.
|
||
|
||
Guarded to be idempotent so it can safely be called from lazy-import
|
||
paths used by API / bot consumers.
|
||
"""
|
||
global _env_bootstrapped
|
||
if _env_bootstrapped:
|
||
return
|
||
|
||
from src.config import setup_env
|
||
|
||
setup_env()
|
||
|
||
if os.getenv("GITHUB_ACTIONS") != "true" and os.getenv("USE_PROXY", "false").lower() == "true":
|
||
proxy_host = os.getenv("PROXY_HOST", "127.0.0.1")
|
||
proxy_port = os.getenv("PROXY_PORT", "10809")
|
||
proxy_url = f"http://{proxy_host}:{proxy_port}"
|
||
os.environ["http_proxy"] = proxy_url
|
||
os.environ["https_proxy"] = proxy_url
|
||
|
||
_env_bootstrapped = True
|
||
|
||
|
||
def _setup_bootstrap_logging(debug: bool = False) -> None:
|
||
"""Initialize stderr-only logging before config is loaded.
|
||
|
||
File handlers are deferred until ``config.log_dir`` is known (via the
|
||
subsequent ``setup_logging()`` call) so that healthy runs never create
|
||
log files in a hard-coded directory.
|
||
"""
|
||
level = logging.DEBUG if debug else logging.INFO
|
||
root = logging.getLogger()
|
||
root.setLevel(level)
|
||
if not any(
|
||
isinstance(h, logging.StreamHandler) and getattr(h, "stream", None) is sys.stderr
|
||
for h in root.handlers
|
||
):
|
||
handler = logging.StreamHandler(sys.stderr)
|
||
handler.setLevel(level)
|
||
handler.setFormatter(
|
||
logging.Formatter("%(asctime)s [%(levelname)s] %(name)s: %(message)s")
|
||
)
|
||
root.addHandler(handler)
|
||
|
||
|
||
def _setup_runtime_logging(log_dir: str, debug: bool = False) -> bool:
|
||
"""Switch to configured logging, falling back to console on file I/O errors."""
|
||
try:
|
||
setup_logging(log_prefix="stock_analysis", debug=debug, log_dir=log_dir)
|
||
return True
|
||
except OSError as exc:
|
||
logger.warning(
|
||
"文件日志初始化失败，已降级为控制台日志输出；日志目录 %r 当前不可写或不可创建: %s。"
|
||
"官方 Docker 镜像启动入口会自动修复默认挂载目录权限；若仍失败，"
|
||
"请检查是否使用了 --user、只读挂载、rootless Docker 或 NFS 等限制写入的环境。",
|
||
log_dir,
|
||
exc,
|
||
)
|
||
return False
|
||
|
||
|
||
def _get_stock_analysis_pipeline():
|
||
"""Lazily import StockAnalysisPipeline for external consumers.
|
||
|
||
Also ensures env/proxy bootstrap has run so that API / bot consumers
|
||
that never call ``main()`` still get ``USE_PROXY`` applied.
|
||
"""
|
||
_bootstrap_environment()
|
||
from src.core.pipeline import StockAnalysisPipeline as _Pipeline
|
||
|
||
return _Pipeline
|
||
|
||
|
||
class _LazyPipelineDescriptor:
|
||
"""Descriptor that resolves StockAnalysisPipeline on first attribute access."""
|
||
|
||
_resolved = None
|
||
|
||
def __set_name__(self, owner, name):
|
||
self._name = name
|
||
|
||
def __get__(self, obj, objtype=None):
|
||
if self._resolved is None:
|
||
self._resolved = _get_stock_analysis_pipeline()
|
||
return self._resolved
|
||
|
||
|
||
class _ModuleExports:
|
||
StockAnalysisPipeline = _LazyPipelineDescriptor()
|
||
|
||
|
||
_exports = _ModuleExports()
|
||
|
||
|
||
def __getattr__(name: str):
|
||
if name == "StockAnalysisPipeline":
|
||
return _exports.StockAnalysisPipeline
|
||
raise AttributeError(f"module {__name__!r} has no attribute {name!r}")
|
||
|
||
|
||
def _reload_env_file_values_preserving_overrides() -> None:
|
||
"""Refresh `.env`-managed env vars without clobbering process env overrides."""
|
||
global _RUNTIME_ENV_FILE_KEYS
|
||
|
||
latest_values = _read_active_env_values()
|
||
if latest_values is None:
|
||
return
|
||
|
||
managed_keys = {
|
||
key for key in latest_values
|
||
if key not in _INITIAL_PROCESS_ENV
|
||
}
|
||
|
||
for key in _RUNTIME_ENV_FILE_KEYS - managed_keys:
|
||
os.environ.pop(key, None)
|
||
|
||
for key in managed_keys:
|
||
os.environ[key] = latest_values[key]
|
||
|
||
_RUNTIME_ENV_FILE_KEYS = managed_keys
|
||
|
||
|
||
def parse_arguments() -> argparse.Namespace:
|
||
"""解析命令行参数"""
|
||
parser = argparse.ArgumentParser(
|
||
description='A股自选股智能分析系统',
|
||
formatter_class=argparse.RawDescriptionHelpFormatter,
|
||
epilog='''
|
||
示例:
|
||
python main.py # 正常运行
|
||
python main.py --debug # 调试模式
|
||
python main.py --dry-run # 仅获取数据，不进行 AI 分析
|
||
python main.py --stocks 600519,000001 # 指定分析特定股票
|
||
python main.py --stocks sh000016,000300.CSI,930955.CSI # 指定分析已登记指数（sh/sz 前缀或 .CSI alias）
|
||
python main.py --portfolio futu # 使用 Futu 真实正股持仓（覆盖 --stocks）
|
||
python main.py --no-notify # 不发送推送通知
|
||
python main.py --check-notify # 检查通知配置，不发送通知
|
||
python main.py --single-notify # 启用单股推送模式（每分析完一只立即推送）
|
||
python main.py --schedule # 启用定时任务模式
|
||
python main.py --market-review # 仅运行大盘复盘
|
||
'''
|
||
)
|
||
|
||
parser.add_argument(
|
||
'--debug',
|
||
action='store_true',
|
||
help='启用调试模式，输出详细日志'
|
||
)
|
||
|
||
parser.add_argument(
|
||
'--dry-run',
|
||
action='store_true',
|
||
help='仅获取数据，不进行 AI 分析'
|
||
)
|
||
|
||
parser.add_argument(
|
||
'--stocks',
|
||
type=str,
|
||
help='指定要分析的股票代码，逗号分隔（覆盖配置文件）；支持已登记指数：sh/sz 前缀（如 sh000016）或 .CSI alias（如 000300.CSI、930955.CSI）'
|
||
)
|
||
|
||
parser.add_argument(
|
||
'--portfolio',
|
||
type=str.lower,
|
||
choices=('futu',),
|
||
help='使用券商真实持仓作为股票列表；当前支持 futu，并覆盖 --stocks/STOCK_LIST'
|
||
)
|
||
|
||
parser.add_argument(
|
||
'--no-notify',
|
||
action='store_true',
|
||
help='不发送推送通知'
|
||
)
|
||
|
||
parser.add_argument(
|
||
'--check-notify',
|
||
action='store_true',
|
||
help='只读检查通知渠道配置，不发送通知'
|
||
)
|
||
|
||
parser.add_argument(
|
||
'--single-notify',
|
||
action='store_true',
|
||
help='启用单股推送模式：每分析完一只股票立即推送，而不是汇总推送'
|
||
)
|
||
|
||
parser.add_argument(
|
||
'--workers',
|
||
type=int,
|
||
default=None,
|
||
help='并发线程数（默认使用配置值）'
|
||
)
|
||
|
||
parser.add_argument(
|
||
'--schedule',
|
||
action='store_true',
|
||
help='启用定时任务模式，每日定时执行'
|
||
)
|
||
|
||
parser.add_argument(
|
||
'--no-run-immediately',
|
||
action='store_true',
|
||
help='定时任务启动时不立即执行一次'
|
||
)
|
||
|
||
parser.add_argument(
|
||
'--market-review',
|
||
action='store_true',
|
||
help='仅运行大盘复盘分析'
|
||
)
|
||
|
||
parser.add_argument(
|
||
'--no-market-review',
|
||
action='store_true',
|
||
help='跳过大盘复盘分析'
|
||
)
|
||
|
||
parser.add_argument(
|
||
'--force-run',
|
||
action='store_true',
|
||
help='跳过交易日检查，强制执行全量分析（Issue #373）'
|
||
)
|
||
|
||
parser.add_argument(
|
||
'--webui',
|
||
action='store_true',
|
||
help='启动 Web 管理界面'
|
||
)
|
||
|
||
parser.add_argument(
|
||
'--webui-only',
|
||
action='store_true',
|
||
help='仅启动 Web 服务，不执行自动分析'
|
||
)
|
||
|
||
parser.add_argument(
|
||
'--serve',
|
||
action='store_true',
|
||
help='启动 FastAPI 后端服务（同时执行分析任务）'
|
||
)
|
||
|
||
parser.add_argument(
|
||
'--serve-only',
|
||
action='store_true',
|
||
help='仅启动 FastAPI 后端服务，不自动执行分析'
|
||
)
|
||
|
||
parser.add_argument(
|
||
'--port',
|
||
type=int,
|
||
default=None,
|
||
help='FastAPI 服务端口（默认使用 WEBUI_PORT，未配置时为 8000）'
|
||
)
|
||
|
||
parser.add_argument(
|
||
'--host',
|
||
type=str,
|
||
default=None,
|
||
help='FastAPI 服务监听地址（默认使用 WEBUI_HOST，未配置时为 127.0.0.1）'
|
||
)
|
||
|
||
parser.add_argument(
|
||
'--no-context-snapshot',
|
||
action='store_true',
|
||
help='不保存分析上下文快照'
|
||
)
|
||
|
||
# === Backtest ===
|
||
parser.add_argument(
|
||
'--backtest',
|
||
action='store_true',
|
||
help='运行回测（对历史分析结果进行评估）'
|
||
)
|
||
|
||
parser.add_argument(
|
||
'--backtest-code',
|
||
type=str,
|
||
default=None,
|
||
help='仅回测指定股票代码'
|
||
)
|
||
|
||
parser.add_argument(
|
||
'--backtest-days',
|
||
type=int,
|
||
default=None,
|
||
help='回测评估窗口（交易日数，默认使用配置）'
|
||
)
|
||
|
||
parser.add_argument(
|
||
'--backtest-force',
|
||
action='store_true',
|
||
help='强制回测（即使已有回测结果也重新计算）'
|
||
)
|
||
|
||
return parser.parse_args()
|
||
|
||
|
||
def _compute_trading_day_filter(
|
||
config: Config,
|
||
args: argparse.Namespace,
|
||
stock_codes: List[str],
|
||
) -> Tuple[List[str], Optional[str], bool]:
|
||
"""
|
||
Compute filtered stock list and effective market review region (Issue #373).
|
||
|
||
Returns:
|
||
(filtered_codes, effective_region, should_skip_all)
|
||
- effective_region None = use config default (check disabled)
|
||
- effective_region '' = all relevant markets closed, skip market review
|
||
- should_skip_all: skip entire run when no stocks and no market review to run
|
||
"""
|
||
force_run = getattr(args, 'force_run', False)
|
||
if force_run or not getattr(config, 'trading_day_check_enabled', True):
|
||
return (stock_codes, None, False)
|
||
|
||
from src.core.trading_calendar import (
|
||
get_market_for_stock,
|
||
get_open_markets_today,
|
||
compute_effective_region,
|
||
)
|
||
|
||
open_markets = get_open_markets_today()
|
||
filtered_codes = []
|
||
for code in stock_codes:
|
||
mkt = get_market_for_stock(code)
|
||
if mkt is None:
|
||
# 指数 code（如 sh000016/csi930955/930955.CSI）的 get_market_for_stock
|
||
# 返回 None，若直接 fail-open 保留，A 股休市日指数不会被过滤，破坏
|
||
# per-stock 交易日契约。对市场未知的 code 用 parse_analysis_target
|
||
# 判型，已登记指数按 market=cn 参与 CN 交易日过滤；仍未知的非指数
|
||
# code 继续 fail-open 保留。
|
||
target = parse_analysis_target(code)
|
||
if target.asset_type == ParseStatus.INDEX:
|
||
mkt = "cn"
|
||
if mkt in open_markets or mkt is None:
|
||
filtered_codes.append(code)
|
||
|
||
if config.market_review_enabled and not getattr(args, 'no_market_review', False):
|
||
effective_region = compute_effective_region(
|
||
getattr(config, 'market_review_region', 'cn') or 'cn', open_markets
|
||
)
|
||
else:
|
||
effective_region = None
|
||
|
||
should_skip_all = (not filtered_codes) and (effective_region or '') == ''
|
||
return (filtered_codes, effective_region, should_skip_all)
|
||
|
||
|
||
def _classify_stock_list_tokens(
|
||
tokens: List[str],
|
||
*,
|
||
entry_label: str,
|
||
) -> Optional[Tuple[List[str], List[AnalysisTarget]]]:
|
||
"""Classify stock-list tokens into aligned ``(stock_codes, analysis_targets)``.
|
||
|
||
Shared by the one-shot ``--stocks`` entry and the GitHub Actions
|
||
``STOCK_LIST`` entry: explicit index tokens resolve through
|
||
``parse_analysis_target`` and keep their index canonical, while every
|
||
other token keeps the legacy ``resolve_index_stock_code_for_analysis``
|
||
path. ``unsupported`` tokens (e.g. an unregistered ``.CSI``) reject the
|
||
whole run up-front with an explicit error — provider calls are never
|
||
reached for any token in the batch. Returns ``None`` after logging the
|
||
rejection, so callers exit without running analysis.
|
||
"""
|
||
targets = [parse_analysis_target(t) for t in tokens]
|
||
unsupported = [
|
||
(token, target.unsupported_reason or "unsupported target")
|
||
for token, target in zip(tokens, targets)
|
||
if target.asset_type == ParseStatus.UNSUPPORTED
|
||
]
|
||
if unsupported:
|
||
token, reason = unsupported[0]
|
||
logger.error(
|
||
"%s 包含不支持的目标 %r：%s；本轮不执行任何分析。",
|
||
entry_label,
|
||
token,
|
||
reason,
|
||
)
|
||
return None
|
||
stock_codes = [
|
||
t.canonical_id
|
||
if t.asset_type == ParseStatus.INDEX
|
||
else resolve_index_stock_code_for_analysis(raw)
|
||
for t, raw in zip(targets, tokens)
|
||
]
|
||
return stock_codes, targets
|
||
|
||
|
||
def _run_market_review_with_shared_lock(
|
||
config: Config,
|
||
run_market_review_func: Callable[..., Any],
|
||
**kwargs: Any,
|
||
) -> Any:
|
||
from src.core.market_review_lock import (
|
||
release_market_review_lock,
|
||
try_acquire_market_review_lock,
|
||
)
|
||
|
||
lock_token = try_acquire_market_review_lock(config)
|
||
if lock_token is None:
|
||
logger.warning("大盘复盘正在执行中，跳过本次大盘复盘")
|
||
return None
|
||
|
||
try:
|
||
params = dict(kwargs)
|
||
params.setdefault("config", config)
|
||
return run_market_review_func(**params)
|
||
finally:
|
||
release_market_review_lock(lock_token)
|
||
|
||
|
||
def _is_multi_market_region(region: str) -> bool:
|
||
normalized = str(region or "").strip().lower()
|
||
if not normalized:
|
||
return False
|
||
if normalized == "both":
|
||
return True
|
||
parts = {item.strip() for item in normalized.split(",") if item.strip()}
|
||
return len(parts) > 1
|
||
|
||
|
||
def _refresh_stock_index_cache_for_analysis(config: Config) -> None:
|
||
"""Best-effort stock-index refresh for CLI/scheduled analysis paths."""
|
||
try:
|
||
from src.services.stock_index_remote_service import (
|
||
refresh_remote_stock_index_cache,
|
||
settings_from_config,
|
||
)
|
||
|
||
result = refresh_remote_stock_index_cache(settings_from_config(config))
|
||
if result.refreshed:
|
||
logger.info("[stock-index] 分析前已刷新股票索引缓存: %s", result.cache_path)
|
||
elif result.error:
|
||
logger.debug("[stock-index] 分析前刷新未完成，继续使用本地索引: %s", result.error)
|
||
except Exception as exc: # noqa: BLE001 - stock index freshness must not block analysis.
|
||
logger.warning("[stock-index] 分析前刷新股票索引失败，继续执行分析: %s", exc)
|
||
|
||
|
||
def _resolve_portfolio_stock_codes(args: argparse.Namespace) -> Optional[List[str]]:
|
||
"""Resolve an optional broker portfolio into the analysis stock list."""
|
||
portfolio = str(getattr(args, "portfolio", "") or "").strip().lower()
|
||
if not portfolio:
|
||
return None
|
||
if portfolio != "futu": # argparse prevents this for CLI callers; keep API callers safe.
|
||
raise ValueError(f"不支持的 portfolio: {portfolio}")
|
||
|
||
from src.brokers.futu.portfolio import load_futu_stock_codes
|
||
|
||
stock_codes = [
|
||
canonical_stock_code(code)
|
||
for code in load_futu_stock_codes()
|
||
if (code or "").strip()
|
||
]
|
||
logger.info("portfolio=futu 已覆盖 stocks/STOCK_LIST，使用 %d 只真实正股", len(stock_codes))
|
||
return stock_codes
|
||
|
||
|
||
def _prime_daily_market_context(
|
||
config: Config,
|
||
pipeline: Any,
|
||
*,
|
||
region: str,
|
||
no_market_review: bool,
|
||
allow_generate: bool,
|
||
force_refresh: bool = False,
|
||
target_date: Optional[date] = None,
|
||
return_full_report: bool = False,
|
||
require_current_query_match: bool = False,
|
||
) -> Union[str, Tuple[str, str]]:
|
||
"""Load/reuse the run's market context, avoiding unbounded background generation."""
|
||
if no_market_review or not region:
|
||
return ("", "") if return_full_report else ""
|
||
|
||
from src.services.daily_market_context import DailyMarketContextService
|
||
|
||
if not _is_multi_market_region(region):
|
||
service = getattr(pipeline, "_daily_market_context_service", None)
|
||
if service is None:
|
||
service = DailyMarketContextService(db_manager=pipeline.db)
|
||
pipeline._daily_market_context_service = service
|
||
else:
|
||
service = DailyMarketContextService(db_manager=pipeline.db)
|
||
|
||
get_context_kwargs = {
|
||
"region": region,
|
||
"config": config,
|
||
"notifier": pipeline.notifier,
|
||
"analyzer": pipeline.analyzer,
|
||
"search_service": pipeline.search_service,
|
||
"force_refresh": force_refresh,
|
||
"allow_generate": allow_generate,
|
||
"persist_market_review_history": False,
|
||
"target_date": target_date,
|
||
"require_query_id_match": require_current_query_match,
|
||
}
|
||
current_query_id = getattr(pipeline, "query_id", None)
|
||
if isinstance(current_query_id, str) and current_query_id.strip():
|
||
get_context_kwargs["current_query_id"] = current_query_id
|
||
|
||
context = service.get_context(**get_context_kwargs)
|
||
if context is None:
|
||
return ("", "") if return_full_report else ""
|
||
|
||
# Runtime context generation is preload-only and must not replace the full
|
||
# market review run, except the query-scoped fallback after that run fails.
|
||
if context.source != "analysis_history" and not (
|
||
require_current_query_match and context.source == "market_review_runtime"
|
||
):
|
||
return ("", "") if return_full_report else ""
|
||
|
||
summary = str(getattr(context, "summary", ""))
|
||
full_report = str(getattr(context, "full_report", "") or "")
|
||
if return_full_report:
|
||
return summary, full_report
|
||
return summary
|
||
|
||
|
||
def _can_reuse_market_context_for_review(summary: str, region: str) -> bool:
|
||
if not summary:
|
||
return False
|
||
normalized = str(region or "").strip().lower()
|
||
if normalized == "both":
|
||
return False
|
||
parts = {item.strip() for item in normalized.split(",") if item.strip()}
|
||
return len(parts) <= 1
|
||
|
||
|
||
def _resolve_daily_market_context_market(market: str, normalized_region: str) -> str:
|
||
if "," not in normalized_region:
|
||
return market
|
||
parts = [item.strip() for item in normalized_region.split(",") if item.strip()]
|
||
if parts and all(item in {"jp", "kr"} for item in parts):
|
||
return parts[0]
|
||
return market
|
||
|
||
|
||
def _resolve_daily_market_context_target_date(
|
||
region: str,
|
||
current_time: datetime,
|
||
) -> date:
|
||
normalized_region = str(region or "cn").strip().lower()
|
||
market = normalized_region if normalized_region in {"cn", "hk", "us", "jp", "kr"} else "cn"
|
||
|
||
from src.core.trading_calendar import get_effective_trading_date
|
||
|
||
return get_effective_trading_date(
|
||
_resolve_daily_market_context_market(market, normalized_region),
|
||
current_time=current_time,
|
||
)
|
||
|
||
|
||
def _market_review_report_text(review_result: Any) -> str:
|
||
if review_result is None:
|
||
return ""
|
||
report = getattr(review_result, "report", None)
|
||
if isinstance(report, str):
|
||
return report
|
||
return review_result if isinstance(review_result, str) else ""
|
||
|
||
|
||
def _save_reused_market_review_report(
|
||
notifier: Any,
|
||
market_report: str,
|
||
*,
|
||
config: Config,
|
||
trigger_source: str,
|
||
region: str,
|
||
) -> None:
|
||
body = str(market_report or "").strip()
|
||
if not body:
|
||
return
|
||
title = (
|
||
"# 🎯 Market Review"
|
||
if str(getattr(config, "report_language", "zh")).strip().lower() == "en"
|
||
else "# 🎯 大盘复盘"
|
||
)
|
||
if not any(body.startswith(item) for item in ("# 🎯 大盘复盘", "# 🎯 Market Review")):
|
||
body = f"{title}\n\n{body}"
|
||
try:
|
||
date_str = datetime.now().strftime('%Y%m%d')
|
||
report_filename = f"market_review_{date_str}.md"
|
||
filepath = notifier.save_report_to_file(body, report_filename)
|
||
logger.info(
|
||
"[MarketReview] component=market_review action=save_reused_report "
|
||
"trigger_source=%s region=%s path=%s",
|
||
trigger_source,
|
||
region,
|
||
filepath,
|
||
)
|
||
except Exception as exc:
|
||
logger.warning("复用大盘上下文保存大盘复盘报告失败: %s", exc)
|
||
|
||
|
||
def _run_auto_backtest(config: Config) -> None:
|
||
"""Run the independently configured auto-backtest without failing analysis."""
|
||
|
||
try:
|
||
if not getattr(config, 'backtest_enabled', False):
|
||
return
|
||
|
||
from src.services.backtest_service import BacktestService
|
||
|
||
logger.info("开始自动回测...")
|
||
service = BacktestService()
|
||
stats = service.run_backtest(
|
||
force=False,
|
||
eval_window_days=getattr(config, 'backtest_eval_window_days', 10),
|
||
min_age_days=getattr(config, 'backtest_min_age_days', 14),
|
||
limit=200,
|
||
)
|
||
logger.info(
|
||
f"自动回测完成: processed={stats.get('processed')} "
|
||
f"saved={stats.get('saved')} completed={stats.get('completed')} "
|
||
f"insufficient={stats.get('insufficient')} errors={stats.get('errors')}"
|
||
)
|
||
except Exception as exc:
|
||
logger.warning(f"自动回测失败（已忽略）: {exc}")
|
||
|
||
|
||
def run_full_analysis(
|
||
config: Config,
|
||
args: argparse.Namespace,
|
||
stock_codes: Optional[List[str]] = None,
|
||
*,
|
||
raise_errors: bool = False,
|
||
analysis_targets: Optional[List[AnalysisTarget]] = None,
|
||
) -> bool:
|
||
"""
|
||
执行完整的分析流程（个股 + 大盘复盘）
|
||
|
||
这是定时任务调用的主函数。Futu 持仓解析失败始终传播给调用方；
|
||
``raise_errors`` 只控制持仓解析成功后的分析流程异常语义。
|
||
``analysis_targets`` 与 ``stock_codes`` 对齐，携带结构化分析目标
|
||
（指数目标用于推导 market=cn 与能力矩阵）。
|
||
"""
|
||
# Portfolio resolution is its own CLI contract boundary. A broker import
|
||
# failure must reach the one-shot caller, while all later work keeps the
|
||
# existing run_full_analysis return-value semantics.
|
||
portfolio_stock_codes = _resolve_portfolio_stock_codes(args)
|
||
portfolio_is_empty = portfolio_stock_codes == []
|
||
market_review_requested = (
|
||
getattr(config, 'market_review_enabled', False)
|
||
and not getattr(args, 'no_market_review', False)
|
||
)
|
||
if portfolio_is_empty and not market_review_requested:
|
||
logger.info(
|
||
"真实账户中无符合条件的 Futu 持仓，"
|
||
"本轮跳过个股分析和大盘复盘。"
|
||
)
|
||
_run_auto_backtest(config)
|
||
return True
|
||
|
||
# Import pipeline modules outside the broad try/except so that import-time
|
||
# failures propagate to the caller instead of being silently swallowed.
|
||
from src.core.market_review import run_market_review
|
||
from src.core.pipeline import StockAnalysisPipeline
|
||
|
||
global _LAST_ANALYSIS_FAILURE_REASON
|
||
_LAST_ANALYSIS_FAILURE_REASON = None
|
||
|
||
def _return_with_auto_backtest(result: bool) -> bool:
|
||
_run_auto_backtest(config)
|
||
return result
|
||
|
||
try:
|
||
_refresh_stock_index_cache_for_analysis(config)
|
||
if portfolio_stock_codes is not None:
|
||
stock_codes = portfolio_stock_codes
|
||
analysis_targets = None
|
||
|
||
# Issue #529: Hot-reload STOCK_LIST from .env on each scheduled run
|
||
if stock_codes is None and portfolio_stock_codes is None:
|
||
config.refresh_stock_list()
|
||
|
||
using_config_stock_list = stock_codes is None and portfolio_stock_codes is None
|
||
effective_codes = stock_codes if stock_codes is not None else config.stock_list
|
||
# Fail fast on an empty persisted watchlist before trading-day filtering.
|
||
# Otherwise should_skip=True would mask the configuration error as success.
|
||
if (
|
||
not getattr(args, "dry_run", False)
|
||
and using_config_stock_list
|
||
and not effective_codes
|
||
and not market_review_requested
|
||
):
|
||
_LAST_ANALYSIS_FAILURE_REASON = "empty_stock_list"
|
||
logger.error(
|
||
"本轮分析未生成报告：STOCK_LIST 为空，且未启用大盘复盘。"
|
||
)
|
||
return _return_with_auto_backtest(False)
|
||
|
||
# Issue #373: Trading day filter (per-stock, per-market)
|
||
filtered_codes, effective_region, should_skip = _compute_trading_day_filter(
|
||
config, args, effective_codes
|
||
)
|
||
if should_skip:
|
||
if portfolio_is_empty:
|
||
logger.info(
|
||
"真实账户中无符合条件的 Futu 持仓，"
|
||
"本轮无需执行个股分析或大盘复盘，跳过执行。"
|
||
)
|
||
else:
|
||
logger.info(
|
||
"今日所有相关市场均为非交易日，跳过执行。"
|
||
"可使用 --force-run 强制执行。"
|
||
)
|
||
return True
|
||
if set(filtered_codes) != set(effective_codes):
|
||
skipped = set(effective_codes) - set(filtered_codes)
|
||
logger.info("今日休市股票已跳过: %s", skipped)
|
||
if analysis_targets is not None:
|
||
if len(analysis_targets) != len(effective_codes):
|
||
raise ValueError("analysis_targets must align with stock_codes")
|
||
remaining_pairs = list(zip(effective_codes, analysis_targets))
|
||
filtered_targets = []
|
||
for filtered_code in filtered_codes:
|
||
for index, (code, target) in enumerate(remaining_pairs):
|
||
if code == filtered_code:
|
||
filtered_targets.append(target)
|
||
remaining_pairs.pop(index)
|
||
break
|
||
analysis_targets = filtered_targets
|
||
stock_codes = filtered_codes
|
||
skip_futu_stock_analysis = (
|
||
portfolio_stock_codes is not None and not stock_codes
|
||
)
|
||
|
||
# 命令行参数 --single-notify 覆盖配置（#55）
|
||
if getattr(args, 'single_notify', False):
|
||
config.single_stock_notify = True
|
||
|
||
# Issue #190: 个股与大盘复盘合并推送
|
||
merge_notification = (
|
||
getattr(config, 'merge_email_notification', False)
|
||
and config.market_review_enabled
|
||
and not getattr(args, 'no_market_review', False)
|
||
and not config.single_stock_notify
|
||
)
|
||
|
||
# 创建调度器
|
||
save_context_snapshot = None
|
||
if getattr(args, 'no_context_snapshot', False):
|
||
save_context_snapshot = False
|
||
query_id = uuid.uuid4().hex
|
||
market_review_region = (
|
||
effective_region
|
||
if effective_region is not None
|
||
else (getattr(config, 'market_review_region', 'cn') or 'cn')
|
||
)
|
||
should_run_market_review = (
|
||
config.market_review_enabled
|
||
and not args.no_market_review
|
||
and (market_review_region or '') != ''
|
||
)
|
||
if (
|
||
not getattr(args, "dry_run", False)
|
||
and not stock_codes
|
||
and using_config_stock_list
|
||
and not should_run_market_review
|
||
):
|
||
_LAST_ANALYSIS_FAILURE_REASON = "empty_stock_list"
|
||
logger.error(
|
||
"本轮分析未生成报告：STOCK_LIST 为空，且未启用大盘复盘。"
|
||
)
|
||
return _return_with_auto_backtest(False)
|
||
should_use_daily_market_context = (
|
||
should_run_market_review
|
||
and getattr(config, 'daily_market_context_enabled', True)
|
||
)
|
||
analysis_reference_time = datetime.now(timezone.utc)
|
||
daily_market_context_target_date = None
|
||
if should_use_daily_market_context:
|
||
daily_market_context_target_date = _resolve_daily_market_context_target_date(
|
||
market_review_region,
|
||
analysis_reference_time,
|
||
)
|
||
market_report = ""
|
||
market_context_summary = ""
|
||
market_context_full_report = ""
|
||
market_context_generated_during_stock = False
|
||
pipeline = StockAnalysisPipeline(
|
||
config=config,
|
||
max_workers=args.workers,
|
||
query_id=query_id,
|
||
query_source="cli",
|
||
save_context_snapshot=save_context_snapshot,
|
||
daily_market_context_enabled=should_use_daily_market_context,
|
||
daily_market_context_allow_generate=should_use_daily_market_context,
|
||
)
|
||
if should_use_daily_market_context:
|
||
# Prompt-side context can reuse historical summaries, while full-merge
|
||
# content must avoid silently reusing unrelated historical reports.
|
||
_prime_daily_market_context(
|
||
config,
|
||
pipeline=pipeline,
|
||
region=market_review_region,
|
||
no_market_review=args.no_market_review,
|
||
allow_generate=False,
|
||
target_date=daily_market_context_target_date,
|
||
return_full_report=False,
|
||
)
|
||
(
|
||
market_context_summary,
|
||
market_context_full_report,
|
||
) = _prime_daily_market_context(
|
||
config,
|
||
pipeline=pipeline,
|
||
region=market_review_region,
|
||
no_market_review=args.no_market_review,
|
||
allow_generate=False,
|
||
target_date=daily_market_context_target_date,
|
||
return_full_report=True,
|
||
require_current_query_match=True,
|
||
)
|
||
|
||
# 1. 运行个股分析
|
||
if skip_futu_stock_analysis:
|
||
if portfolio_is_empty:
|
||
logger.info("真实账户中无符合条件的 Futu 持仓，跳过个股分析。")
|
||
else:
|
||
logger.info("Futu 持仓经交易日过滤后无可分析股票，跳过个股分析。")
|
||
results = []
|
||
else:
|
||
results = pipeline.run(
|
||
stock_codes=stock_codes,
|
||
dry_run=args.dry_run,
|
||
send_notification=not args.no_notify,
|
||
merge_notification=merge_notification,
|
||
current_time=analysis_reference_time,
|
||
analysis_targets=analysis_targets,
|
||
)
|
||
|
||
if should_use_daily_market_context and not market_context_summary:
|
||
(
|
||
market_context_summary,
|
||
market_context_full_report,
|
||
) = _prime_daily_market_context(
|
||
config,
|
||
pipeline=pipeline,
|
||
region=market_review_region,
|
||
no_market_review=args.no_market_review,
|
||
allow_generate=False,
|
||
target_date=daily_market_context_target_date,
|
||
return_full_report=True,
|
||
require_current_query_match=True,
|
||
)
|
||
market_context_generated_during_stock = bool(market_context_summary)
|
||
|
||
# Issue #128: 分析间隔 - 在个股分析和大盘分析之间添加延迟
|
||
analysis_delay = getattr(config, 'analysis_delay', 0)
|
||
|
||
# 2. 运行大盘复盘（如果启用且不是仅个股模式）
|
||
if should_run_market_review:
|
||
schedule_mode = bool(
|
||
getattr(args, 'schedule', False)
|
||
or getattr(config, 'schedule_enabled', False)
|
||
)
|
||
review_trigger_source = "schedule" if schedule_mode else "cli"
|
||
can_reuse_market_context = (
|
||
_can_reuse_market_context_for_review(
|
||
market_context_summary,
|
||
market_review_region,
|
||
)
|
||
if should_use_daily_market_context
|
||
else False
|
||
)
|
||
|
||
can_skip_market_review = (
|
||
(merge_notification or market_context_generated_during_stock)
|
||
and can_reuse_market_context
|
||
and bool(market_context_full_report or market_context_summary)
|
||
)
|
||
if can_skip_market_review:
|
||
market_report = market_context_full_report or market_context_summary
|
||
logger.info(
|
||
"复盘上下文可复用，跳过重复大盘复盘并复用上下文内容。"
|
||
)
|
||
_save_reused_market_review_report(
|
||
pipeline.notifier,
|
||
market_report,
|
||
config=config,
|
||
trigger_source=review_trigger_source,
|
||
region=market_review_region,
|
||
)
|
||
if (
|
||
market_context_generated_during_stock
|
||
and not merge_notification
|
||
and not args.no_notify
|
||
and pipeline.notifier.is_available()
|
||
):
|
||
if pipeline.notifier.send(
|
||
f"# 📈 大盘复盘\n\n{market_report}",
|
||
email_send_to_all=True,
|
||
route_type="report",
|
||
):
|
||
logger.info("复用本轮大盘上下文推送大盘复盘成功")
|
||
else:
|
||
logger.warning("复用本轮大盘上下文推送大盘复盘失败")
|
||
|
||
review_result = None
|
||
if not can_skip_market_review:
|
||
if analysis_delay > 0:
|
||
logger.info(f"等待 {analysis_delay} 秒后执行大盘复盘（避免API限流）...")
|
||
time.sleep(analysis_delay)
|
||
|
||
review_result = _run_market_review_with_shared_lock(
|
||
config,
|
||
run_market_review,
|
||
notifier=pipeline.notifier,
|
||
analyzer=pipeline.analyzer,
|
||
search_service=pipeline.search_service,
|
||
send_notification=not args.no_notify,
|
||
merge_notification=merge_notification,
|
||
override_region=market_review_region,
|
||
query_id=query_id,
|
||
trigger_source=review_trigger_source,
|
||
)
|
||
# 如果复盘仍未执行成功，再做一次复用历史/缓存读取（防止与并发运行竞态）。
|
||
if not review_result and should_use_daily_market_context:
|
||
(
|
||
market_context_summary,
|
||
market_context_full_report,
|
||
) = _prime_daily_market_context(
|
||
config,
|
||
pipeline=pipeline,
|
||
region=market_review_region,
|
||
no_market_review=args.no_market_review,
|
||
allow_generate=False,
|
||
target_date=daily_market_context_target_date,
|
||
return_full_report=True,
|
||
require_current_query_match=True,
|
||
)
|
||
can_reuse_market_context = _can_reuse_market_context_for_review(
|
||
market_context_summary,
|
||
market_review_region,
|
||
)
|
||
elif not review_result:
|
||
can_reuse_market_context = False
|
||
|
||
# 如果有结果，赋值给 market_report 用于后续飞书文档生成
|
||
if review_result:
|
||
market_report = _market_review_report_text(review_result)
|
||
elif can_reuse_market_context:
|
||
market_report = market_context_full_report or market_context_summary
|
||
|
||
expected_stock_report = (
|
||
not getattr(args, "dry_run", False)
|
||
and bool(stock_codes)
|
||
and not skip_futu_stock_analysis
|
||
)
|
||
deferred_failure_result = None
|
||
if expected_stock_report and results and not getattr(
|
||
pipeline, "_last_local_report_path", None
|
||
):
|
||
_LAST_ANALYSIS_FAILURE_REASON = "report_save_failed"
|
||
save_error = getattr(pipeline, "_last_local_report_error", None) or "unknown error"
|
||
logger.error(
|
||
"本轮分析已生成个股结果，但汇总报告保存失败，未生成本地报告文件: %s",
|
||
save_error,
|
||
)
|
||
deferred_failure_result = False
|
||
expected_market_report = (
|
||
not getattr(args, "dry_run", False)
|
||
and should_run_market_review
|
||
)
|
||
if (expected_stock_report or expected_market_report) and not results and not market_report:
|
||
_LAST_ANALYSIS_FAILURE_REASON = "no_report"
|
||
logger.error(
|
||
"本轮分析未生成任何报告：预期的个股分析或大盘复盘均未产出结果。"
|
||
)
|
||
return _return_with_auto_backtest(False)
|
||
|
||
# Issue #190: 合并推送（个股+大盘复盘）
|
||
if merge_notification and (results or market_report) and not args.no_notify:
|
||
parts = []
|
||
if market_report:
|
||
parts.append(f"# 📈 大盘复盘\n\n{market_report}")
|
||
if results:
|
||
dashboard_content = pipeline.notifier.generate_aggregate_report(
|
||
results,
|
||
getattr(config, 'report_type', 'simple'),
|
||
)
|
||
parts.append(f"# 🚀 个股决策仪表盘\n\n{dashboard_content}")
|
||
if parts:
|
||
combined_content = "\n\n---\n\n".join(parts)
|
||
if pipeline.notifier.is_available():
|
||
if pipeline.notifier.send(combined_content, email_send_to_all=True, route_type="report"):
|
||
logger.info("已合并推送（个股+大盘复盘）")
|
||
else:
|
||
logger.warning("合并推送失败")
|
||
|
||
# 输出摘要
|
||
if results:
|
||
logger.info("\n===== 分析结果摘要 =====")
|
||
for r in sorted(results, key=lambda x: x.sentiment_score, reverse=True):
|
||
emoji = r.get_emoji()
|
||
logger.info(
|
||
f"{emoji} {r.name}({r.code}): {r.operation_advice} | "
|
||
f"评分 {r.sentiment_score} | {r.trend_prediction}"
|
||
)
|
||
|
||
logger.info("\n任务执行完成")
|
||
|
||
# === 新增：生成飞书云文档 ===
|
||
try:
|
||
from src.feishu_doc import FeishuDocManager
|
||
|
||
feishu_doc = FeishuDocManager()
|
||
if feishu_doc.is_configured() and (results or market_report):
|
||
logger.info("正在创建飞书云文档...")
|
||
|
||
# 1. 准备标题 "01-01 13:01大盘复盘"
|
||
tz_cn = timezone(timedelta(hours=8))
|
||
now = datetime.now(tz_cn)
|
||
doc_title = f"{now.strftime('%Y-%m-%d %H:%M')} 大盘复盘"
|
||
|
||
# 2. 准备内容 (拼接个股分析和大盘复盘)
|
||
full_content = ""
|
||
|
||
# 添加大盘复盘内容（如果有）
|
||
if market_report:
|
||
full_content += f"# 📈 大盘复盘\n\n{market_report}\n\n---\n\n"
|
||
|
||
# 添加个股决策仪表盘（使用 NotificationService 生成，按 report_type 分支）
|
||
if results:
|
||
dashboard_content = pipeline.notifier.generate_aggregate_report(
|
||
results,
|
||
getattr(config, 'report_type', 'simple'),
|
||
)
|
||
full_content += f"# 🚀 个股决策仪表盘\n\n{dashboard_content}"
|
||
|
||
# 3. 创建文档
|
||
doc_url = feishu_doc.create_daily_doc(doc_title, full_content)
|
||
if doc_url:
|
||
logger.info(f"飞书云文档创建成功: {doc_url}")
|
||
# 可选：将文档链接也推送到群里
|
||
if not args.no_notify:
|
||
pipeline.notifier.send(
|
||
f"[{now.strftime('%Y-%m-%d %H:%M')}] 复盘文档创建成功: {doc_url}",
|
||
route_type="report",
|
||
)
|
||
|
||
except Exception as e:
|
||
logger.error(f"飞书文档生成失败: {e}")
|
||
|
||
return _return_with_auto_backtest(
|
||
deferred_failure_result
|
||
if deferred_failure_result is not None
|
||
else True
|
||
)
|
||
|
||
except Exception as e:
|
||
if _LAST_ANALYSIS_FAILURE_REASON is None:
|
||
_LAST_ANALYSIS_FAILURE_REASON = "runtime_error"
|
||
logger.exception(f"分析流程执行失败: {e}")
|
||
if raise_errors:
|
||
raise
|
||
return False
|
||
|
||
|
||
def run_scheduled_analysis(
|
||
config: Config,
|
||
args: argparse.Namespace,
|
||
stock_codes: Optional[List[str]] = None,
|
||
) -> bool:
|
||
"""Run scheduled analysis with failures propagated to the scheduler."""
|
||
return run_full_analysis(config, args, stock_codes, raise_errors=True)
|
||
|
||
|
||
def _run_analysis_with_runtime_scheduler_lock(
|
||
config: Config,
|
||
args: argparse.Namespace,
|
||
stock_codes: Optional[List[str]] = None,
|
||
analysis_targets: Optional[List[AnalysisTarget]] = None,
|
||
) -> bool:
|
||
from src.services.runtime_scheduler import run_with_global_analysis_lock
|
||
|
||
task_result: Dict[str, bool] = {"ok": True}
|
||
|
||
def _locked_task_runner(
|
||
locked_config: Config,
|
||
locked_args: argparse.Namespace,
|
||
locked_stock_codes: Optional[List[str]] = None,
|
||
) -> bool:
|
||
if analysis_targets is None:
|
||
result = run_full_analysis(locked_config, locked_args, locked_stock_codes)
|
||
else:
|
||
result = run_full_analysis(
|
||
locked_config,
|
||
locked_args,
|
||
locked_stock_codes,
|
||
analysis_targets=analysis_targets,
|
||
)
|
||
task_result["ok"] = bool(result)
|
||
return task_result["ok"]
|
||
|
||
# Keep startup/triggered analysis in sync with API runtime scheduler and
|
||
# run-now entrypoint. Blocking is expected here because startup paths should
|
||
# wait for an in-flight job before returning a response.
|
||
lock_acquired = run_with_global_analysis_lock(
|
||
task_runner=_locked_task_runner,
|
||
config=config,
|
||
args=args,
|
||
stock_codes=stock_codes,
|
||
blocking=True,
|
||
)
|
||
return bool(lock_acquired and task_result["ok"])
|
||
|
||
|
||
def start_api_server(host: str, port: int, config: Config) -> None:
|
||
"""
|
||
在后台线程启动 FastAPI 服务
|
||
|
||
Args:
|
||
host: 监听地址
|
||
port: 监听端口
|
||
config: 配置对象
|
||
"""
|
||
import socket
|
||
import threading
|
||
import uvicorn
|
||
|
||
probe = socket.socket(socket.AF_INET6 if ":" in host else socket.AF_INET, socket.SOCK_STREAM)
|
||
try:
|
||
probe.bind((host, port))
|
||
except OSError as exc:
|
||
raise RuntimeError(f"FastAPI port is not available: {host}:{port}") from exc
|
||
finally:
|
||
probe.close()
|
||
|
||
level_name = (config.log_level or "INFO").lower()
|
||
use_config_signal_handlers = True
|
||
uvicorn_kwargs = {
|
||
"host": host,
|
||
"port": port,
|
||
"log_level": level_name,
|
||
"log_config": None,
|
||
}
|
||
# Import the ASGI app object in the calling thread instead of handing uvicorn
|
||
# the "api.app:app" import string. With the string, uvicorn imports the app
|
||
# lazily inside the server thread, and that import (litellm + the full app
|
||
# tree, ~10s+ on constrained hosts) runs inside the startup probe window
|
||
# below, tripping the 3.0s timeout and causing a restart loop on slower
|
||
# machines. Importing first keeps the heavy work out of the probe window;
|
||
# genuine import failures still surface immediately to the caller.
|
||
from api.app import app as fastapi_app
|
||
|
||
try:
|
||
uvicorn_config = uvicorn.Config(
|
||
fastapi_app,
|
||
install_signal_handlers=False,
|
||
**uvicorn_kwargs,
|
||
)
|
||
except TypeError:
|
||
# Older uvicorn versions do not accept install_signal_handlers in
|
||
# Config; fall back and only disable signal handling via Server attribute
|
||
# when it's a boolean flag.
|
||
use_config_signal_handlers = False
|
||
uvicorn_config = uvicorn.Config(
|
||
fastapi_app,
|
||
**uvicorn_kwargs,
|
||
)
|
||
uvicorn_server = uvicorn.Server(config=uvicorn_config)
|
||
if not use_config_signal_handlers:
|
||
install_signal_handlers = getattr(uvicorn_server, "install_signal_handlers", None)
|
||
if isinstance(install_signal_handlers, bool):
|
||
uvicorn_server.install_signal_handlers = False
|
||
|
||
startup_error: list[BaseException] = []
|
||
|
||
def run_server():
|
||
try:
|
||
uvicorn_server.run()
|
||
except Exception as exc: # noqa: BLE001 - surface startup issues to caller promptly
|
||
startup_error.append(exc)
|
||
|
||
thread = threading.Thread(target=run_server, daemon=True)
|
||
thread.start()
|
||
|
||
timeout_seconds = 3.0
|
||
wait_deadline = time.time() + timeout_seconds
|
||
while time.time() < wait_deadline:
|
||
if startup_error:
|
||
raise RuntimeError(
|
||
f"FastAPI server failed to start: {host}:{port}; {startup_error[0]}"
|
||
)
|
||
if uvicorn_server.started:
|
||
logger.info(f"FastAPI 服务已启动: http://{host}:{port}")
|
||
return
|
||
if not thread.is_alive():
|
||
break
|
||
time.sleep(0.05)
|
||
|
||
if startup_error:
|
||
raise RuntimeError(f"FastAPI server failed to start: {host}:{port}; {startup_error[0]}")
|
||
if uvicorn_server.started:
|
||
logger.info(f"FastAPI 服务已启动: http://{host}:{port}")
|
||
return
|
||
if not thread.is_alive():
|
||
raise RuntimeError(f"FastAPI 服务器启动后立即退出: {host}:{port}")
|
||
|
||
raise RuntimeError(f"FastAPI 服务在 {timeout_seconds:.1f}s 内未完成启动: {host}:{port}")
|
||
|
||
|
||
def _is_truthy_env(var_name: str, default: str = "true") -> bool:
|
||
"""Parse common truthy / falsy environment values."""
|
||
value = os.getenv(var_name, default).strip().lower()
|
||
return value not in {"0", "false", "no", "off"}
|
||
|
||
|
||
def start_bot_stream_clients(config: Config) -> None:
|
||
"""Start bot stream clients when enabled in config."""
|
||
# 启动钉钉 Stream 客户端
|
||
if config.dingtalk_stream_enabled:
|
||
try:
|
||
from bot.platforms import start_dingtalk_stream_background, DINGTALK_STREAM_AVAILABLE
|
||
if DINGTALK_STREAM_AVAILABLE:
|
||
if start_dingtalk_stream_background():
|
||
logger.info("[Main] Dingtalk Stream client started in background.")
|
||
else:
|
||
logger.warning("[Main] Dingtalk Stream client failed to start.")
|
||
else:
|
||
logger.warning("[Main] Dingtalk Stream enabled but SDK is missing.")
|
||
logger.warning("[Main] Run: pip install dingtalk-stream")
|
||
except Exception as exc:
|
||
logger.error(f"[Main] Failed to start Dingtalk Stream client: {exc}")
|
||
|
||
# 启动飞书 Stream 客户端
|
||
if getattr(config, 'feishu_stream_enabled', False):
|
||
try:
|
||
from bot.platforms import start_feishu_stream_background, FEISHU_SDK_AVAILABLE
|
||
if FEISHU_SDK_AVAILABLE:
|
||
if start_feishu_stream_background():
|
||
logger.info("[Main] Feishu Stream client started in background.")
|
||
else:
|
||
logger.warning("[Main] Feishu Stream client failed to start.")
|
||
else:
|
||
logger.warning("[Main] Feishu Stream enabled but SDK is missing.")
|
||
logger.warning("[Main] Run: pip install lark-oapi")
|
||
except Exception as exc:
|
||
logger.error(f"[Main] Failed to start Feishu Stream client: {exc}")
|
||
|
||
|
||
def _resolve_scheduled_stock_codes(stock_codes: Optional[List[str]]) -> Optional[List[str]]:
|
||
"""Scheduled runs should always read the latest persisted watchlist."""
|
||
if stock_codes is not None:
|
||
logger.warning(
|
||
"定时模式下检测到 --stocks 参数；计划执行将忽略启动时股票快照，并在每次运行前重新读取最新的 STOCK_LIST。"
|
||
)
|
||
return None
|
||
|
||
|
||
def _skips_stock_entry(args: argparse.Namespace, config: Config) -> bool:
|
||
"""Whether the active mode consumes a stock list at all.
|
||
|
||
Modes that do not analyze the watchlist must not parse/classify
|
||
``--stocks``/``STOCK_LIST`` tokens nor refresh the stock-index registry
|
||
before the mode dispatch, otherwise an unsupported index token would
|
||
wrongly block a run that never consumes it. Covered modes:
|
||
``--backtest``, ``--market-review``, ``--serve-only``/``--webui-only``,
|
||
``--portfolio`` (any value) and ``--schedule``/``config.schedule_enabled``.
|
||
``--serve`` (not serve-only) and plain one-shot runs still consume the
|
||
stock list and stay outside the guard. The webui-only flag is read
|
||
directly here because the webui -> serve mapping happens only later in
|
||
``main()``.
|
||
"""
|
||
return bool(
|
||
getattr(args, "backtest", False)
|
||
or getattr(args, "market_review", False)
|
||
or getattr(args, "serve_only", False)
|
||
or getattr(args, "webui_only", False)
|
||
or bool(getattr(args, "portfolio", None))
|
||
or getattr(args, "schedule", False)
|
||
or getattr(config, "schedule_enabled", False)
|
||
)
|
||
|
||
|
||
def _reload_runtime_config() -> Config:
|
||
"""Reload config from the latest persisted `.env` values for scheduled runs."""
|
||
_reload_env_file_values_preserving_overrides()
|
||
Config.reset_instance()
|
||
new_config = get_config()
|
||
|
||
# Drop the module-level ToolRegistry so the next
|
||
# ``build_agent_executor`` / ``build_agent_chat_executor`` call rebuilds
|
||
# it against the freshly-loaded Config and picks up new
|
||
# ``AGENT_*_TOOL_TIMEOUT_S`` overrides (Issue #1890). Wrap in try/except
|
||
# so a future runtime reset helper cannot crash scheduled-job bootstrap.
|
||
try:
|
||
from src.agent.factory import reset_tool_registry
|
||
|
||
reset_tool_registry()
|
||
except Exception as exc: # pragma: no cover - defensive guard
|
||
logger.warning("Failed to reset tool registry during config reload: %s", exc)
|
||
|
||
return new_config
|
||
|
||
|
||
def _build_schedule_time_provider(default_schedule_time: str):
|
||
"""Read the latest schedule time directly from the active config file.
|
||
|
||
Fallback order:
|
||
1. Process-level env override (set before launch) → honour it.
|
||
2. Persisted config file value (written by WebUI) → use it.
|
||
3. Documented system default ``"18:00"`` → always fall back here so
|
||
that clearing SCHEDULE_TIME in WebUI correctly resets the schedule.
|
||
"""
|
||
from src.core.config_manager import ConfigManager
|
||
|
||
_SYSTEM_DEFAULT_SCHEDULE_TIME = "18:00"
|
||
manager = ConfigManager()
|
||
|
||
def _provider() -> str:
|
||
if "SCHEDULE_TIME" in _INITIAL_PROCESS_ENV:
|
||
return os.getenv("SCHEDULE_TIME", default_schedule_time)
|
||
|
||
config_map = manager.read_config_map()
|
||
schedule_time = (config_map.get("SCHEDULE_TIME", "") or "").strip()
|
||
if schedule_time:
|
||
return schedule_time
|
||
return _SYSTEM_DEFAULT_SCHEDULE_TIME
|
||
|
||
return _provider
|
||
|
||
|
||
def _build_schedule_times_provider(default_schedule_time: str):
|
||
"""Read the latest SCHEDULE_TIMES with SCHEDULE_TIME fallback."""
|
||
from src.core.config_manager import ConfigManager
|
||
from src.scheduler import normalize_schedule_times
|
||
|
||
_SYSTEM_DEFAULT_SCHEDULE_TIME = "18:00"
|
||
manager = ConfigManager()
|
||
|
||
def _provider():
|
||
if "SCHEDULE_TIMES" in _INITIAL_PROCESS_ENV:
|
||
return normalize_schedule_times(
|
||
os.getenv("SCHEDULE_TIMES", ""),
|
||
fallback_time=os.getenv("SCHEDULE_TIME", default_schedule_time),
|
||
)
|
||
if "SCHEDULE_TIME" in _INITIAL_PROCESS_ENV:
|
||
return normalize_schedule_times(
|
||
os.getenv("SCHEDULE_TIMES", ""),
|
||
fallback_time=os.getenv("SCHEDULE_TIME", default_schedule_time),
|
||
)
|
||
|
||
config_map = manager.read_config_map()
|
||
schedule_time = (config_map.get("SCHEDULE_TIME", "") or "").strip() or _SYSTEM_DEFAULT_SCHEDULE_TIME
|
||
return normalize_schedule_times(
|
||
config_map.get("SCHEDULE_TIMES", ""),
|
||
fallback_time=schedule_time,
|
||
)
|
||
|
||
return _provider
|
||
|
||
|
||
def main() -> int:
|
||
"""
|
||
主入口函数
|
||
|
||
Returns:
|
||
退出码（0 表示成功）
|
||
"""
|
||
# 解析命令行参数
|
||
args = parse_arguments()
|
||
|
||
# 在配置加载前先初始化 bootstrap 日志，确保早期失败也能落盘
|
||
try:
|
||
_setup_bootstrap_logging(debug=args.debug)
|
||
except Exception as exc:
|
||
logging.basicConfig(
|
||
level=logging.DEBUG if getattr(args, "debug", False) else logging.INFO,
|
||
format="%(asctime)s [%(levelname)s] %(name)s: %(message)s",
|
||
stream=sys.stderr,
|
||
)
|
||
logger.warning("Bootstrap 日志初始化失败，已回退到 stderr: %s", exc)
|
||
|
||
# 加载配置（在 bootstrap logging 之后执行，确保异常有日志）
|
||
try:
|
||
config = get_config()
|
||
except Exception as exc:
|
||
logger.exception("加载配置失败: %s", exc)
|
||
return 1
|
||
|
||
# 配置日志（输出到控制台和文件）
|
||
try:
|
||
_setup_runtime_logging(config.log_dir, debug=args.debug)
|
||
except Exception as exc:
|
||
logger.exception("切换到配置日志目录失败: %s", exc)
|
||
return 1
|
||
|
||
logger.info("=" * 60)
|
||
logger.info("A股自选股智能分析系统 启动")
|
||
logger.info(f"运行时间: {datetime.now().strftime('%Y-%m-%d %H:%M:%S')}")
|
||
logger.info("=" * 60)
|
||
|
||
# 验证配置
|
||
warnings = config.validate()
|
||
for warning in warnings:
|
||
logger.warning(warning)
|
||
|
||
if getattr(args, "check_notify", False):
|
||
from src.services.notification_diagnostics import (
|
||
format_notification_diagnostics,
|
||
run_notification_diagnostics,
|
||
)
|
||
|
||
result = run_notification_diagnostics(config)
|
||
print(format_notification_diagnostics(result))
|
||
return 0 if result.ok else 1
|
||
|
||
# 解析股票列表（统一为大写 Issue #355）
|
||
# Story 1.5: 一次性 --stocks 入口使用 parse_analysis_target 构造结构化
|
||
# AnalysisTarget 列表，指数目标（sh/sz/csi 前缀与 .CSI alias）在入口即保留
|
||
# 身份语义；unsupported 目标（如未登记 .CSI）在入口明确拒绝，不进入 provider。
|
||
# 不消费个股列表的模式（回测/大盘复盘/仅服务/portfolio/定时）整体跳过
|
||
# 分类与索引刷新（_skips_stock_entry），避免无关坏 token 拦截模式主体。
|
||
_skip_stock_entry = _skips_stock_entry(args, config)
|
||
if args.stocks and getattr(args, "portfolio", None):
|
||
logger.info("同时指定了 --portfolio；实际分析时 portfolio 将覆盖 --stocks")
|
||
stock_codes = None
|
||
analysis_targets = None
|
||
if args.stocks and not _skip_stock_entry:
|
||
# 在解析 --stocks 前先 best-effort 刷新股票索引注册表，保证首次运行能吃到
|
||
# 刷新后的 alias/身份；失败/超时/禁用不阻断分析。仅 --stocks 入口需要，
|
||
# 其他模式由 run_full_analysis 内的既有刷新覆盖。
|
||
_refresh_stock_index_cache_for_analysis(config)
|
||
tokens = [c for c in split_stock_list(args.stocks) if (c or "").strip()]
|
||
resolved = _classify_stock_list_tokens(tokens, entry_label="--stocks")
|
||
if resolved is None:
|
||
return 1
|
||
stock_codes, analysis_targets = resolved
|
||
logger.info(f"使用命令行指定的股票列表: {stock_codes}")
|
||
elif (
|
||
os.getenv("GITHUB_ACTIONS") == "true"
|
||
and not _skip_stock_entry
|
||
):
|
||
# 每日工作流（GITHUB_ACTIONS=true）无参数运行 `python main.py`（full 或
|
||
# stocks-only 模式）：把 STOCK_LIST token 分类为与一次性 --stocks 等价的
|
||
# 结构化 target，显式指数 token 进入指数路径、个股 token 保持既有路径。
|
||
# 不消费个股列表的模式由 _skips_stock_entry 整体跳过（不刷新不分类），
|
||
# 本地默认路径不在本入口构造 target。
|
||
raw_value = config.stock_list or []
|
||
raw_tokens = (
|
||
split_stock_list(raw_value)
|
||
if isinstance(raw_value, str)
|
||
else [str(c).strip() for c in raw_value if str(c or "").strip()]
|
||
)
|
||
raw_tokens = [c for c in raw_tokens if (c or "").strip()]
|
||
if raw_tokens:
|
||
_refresh_stock_index_cache_for_analysis(config)
|
||
resolved = _classify_stock_list_tokens(
|
||
raw_tokens, entry_label="GitHub Actions STOCK_LIST"
|
||
)
|
||
if resolved is None:
|
||
return 1
|
||
stock_codes, analysis_targets = resolved
|
||
logger.info(f"GitHub Actions 默认 STOCK_LIST: {stock_codes}")
|
||
|
||
# === 处理 --webui / --webui-only 参数，映射到 --serve / --serve-only ===
|
||
if args.webui:
|
||
args.serve = True
|
||
if args.webui_only:
|
||
args.serve_only = True
|
||
|
||
# 兼容旧版 WEBUI_ENABLED 环境变量
|
||
if config.webui_enabled and not (args.serve or args.serve_only):
|
||
args.serve = True
|
||
|
||
# === 启动 Web 服务 (如果启用) ===
|
||
start_serve = (args.serve or args.serve_only) and os.getenv("GITHUB_ACTIONS") != "true"
|
||
|
||
if start_serve:
|
||
args.host, args.port = _resolve_web_service_bind(args, config)
|
||
_warn_if_public_webui_without_auth(args.host)
|
||
|
||
bot_clients_started = False
|
||
if start_serve:
|
||
from src.services.runtime_scheduler import (
|
||
CLI_SCHEDULER_OWNER_ENV,
|
||
RUNTIME_SCHEDULER_ARGS_ENV,
|
||
RUNTIME_SCHEDULER_FORCE_ENABLED_ENV,
|
||
RUNTIME_SCHEDULER_RUN_IMMEDIATELY_ENV,
|
||
RUNTIME_SCHEDULER_SUPPRESS_START_ENV,
|
||
)
|
||
|
||
# The API runtime scheduler owns schedules once the Web/API service starts.
|
||
# This keeps Web settings, status, and run-now actions attached to the real
|
||
# scheduler instead of a separate CLI loop.
|
||
os.environ.pop(CLI_SCHEDULER_OWNER_ENV, None)
|
||
os.environ.pop(RUNTIME_SCHEDULER_SUPPRESS_START_ENV, None)
|
||
runtime_schedule_requested = args.schedule or config.schedule_enabled
|
||
if args.schedule:
|
||
os.environ[RUNTIME_SCHEDULER_FORCE_ENABLED_ENV] = "true"
|
||
else:
|
||
os.environ.pop(RUNTIME_SCHEDULER_FORCE_ENABLED_ENV, None)
|
||
if runtime_schedule_requested:
|
||
# ``--serve-only`` must restore persisted schedules, but it must not
|
||
# turn service/Desktop startup into an immediate analysis run.
|
||
runtime_run_immediately = (
|
||
False if args.serve_only else config.schedule_run_immediately
|
||
)
|
||
if getattr(args, 'no_run_immediately', False):
|
||
runtime_run_immediately = False
|
||
os.environ[RUNTIME_SCHEDULER_RUN_IMMEDIATELY_ENV] = (
|
||
"true" if runtime_run_immediately else "false"
|
||
)
|
||
else:
|
||
os.environ.pop(RUNTIME_SCHEDULER_RUN_IMMEDIATELY_ENV, None)
|
||
runtime_scheduler_args = {
|
||
"no_notify": bool(getattr(args, "no_notify", False)),
|
||
"no_market_review": bool(getattr(args, "no_market_review", False)),
|
||
"dry_run": bool(getattr(args, "dry_run", False)),
|
||
"force_run": bool(getattr(args, "force_run", False)),
|
||
"single_notify": bool(getattr(args, "single_notify", False)),
|
||
"no_context_snapshot": bool(getattr(args, "no_context_snapshot", False)),
|
||
"workers": getattr(args, "workers", None),
|
||
}
|
||
if getattr(args, "portfolio", None):
|
||
runtime_scheduler_args["portfolio"] = args.portfolio
|
||
os.environ[RUNTIME_SCHEDULER_ARGS_ENV] = json.dumps(runtime_scheduler_args)
|
||
if not prepare_webui_frontend_assets():
|
||
logger.warning("前端静态资源未就绪，继续启动 FastAPI 服务（Web 页面可能不可用）")
|
||
try:
|
||
start_api_server(host=args.host, port=args.port, config=config)
|
||
bot_clients_started = True
|
||
except Exception as e:
|
||
logger.error(f"启动 FastAPI 服务失败: {e}")
|
||
if args.serve_only:
|
||
return 1
|
||
start_serve = False
|
||
|
||
if bot_clients_started:
|
||
start_bot_stream_clients(config)
|
||
|
||
# === 仅 Web 服务模式：不自动执行分析 ===
|
||
if args.serve_only:
|
||
logger.info("模式: 仅 Web 服务")
|
||
logger.info(f"Web 服务运行中: http://{args.host}:{args.port}")
|
||
logger.info("通过 /api/v1/analysis/analyze 接口触发分析")
|
||
logger.info(f"API 文档: http://{args.host}:{args.port}/docs")
|
||
logger.info("按 Ctrl+C 退出...")
|
||
try:
|
||
while True:
|
||
time.sleep(1)
|
||
except KeyboardInterrupt:
|
||
logger.info("\n用户中断，程序退出")
|
||
return 0
|
||
|
||
try:
|
||
# 模式0: 回测
|
||
if getattr(args, 'backtest', False):
|
||
logger.info("模式: 回测")
|
||
from src.services.backtest_service import BacktestService
|
||
|
||
service = BacktestService()
|
||
stats = service.run_backtest(
|
||
code=getattr(args, 'backtest_code', None),
|
||
force=getattr(args, 'backtest_force', False),
|
||
eval_window_days=getattr(args, 'backtest_days', None),
|
||
)
|
||
logger.info(
|
||
f"回测完成: processed={stats.get('processed')} saved={stats.get('saved')} "
|
||
f"completed={stats.get('completed')} insufficient={stats.get('insufficient')} errors={stats.get('errors')}"
|
||
)
|
||
return 0
|
||
|
||
# 模式1: 仅大盘复盘
|
||
if args.market_review:
|
||
from src.core.market_review import run_market_review
|
||
from src.core.market_review_runtime import build_market_review_runtime
|
||
|
||
# Issue #373: Trading day check for market-review-only mode.
|
||
# Do NOT use _compute_trading_day_filter here: that helper checks
|
||
# config.market_review_enabled, which would wrongly block an
|
||
# explicit --market-review invocation when the flag is disabled.
|
||
effective_region = None
|
||
if not getattr(args, 'force_run', False) and getattr(config, 'trading_day_check_enabled', True):
|
||
from src.core.trading_calendar import get_open_markets_today, compute_effective_region as _compute_region
|
||
open_markets = get_open_markets_today()
|
||
effective_region = _compute_region(
|
||
getattr(config, 'market_review_region', 'cn') or 'cn', open_markets
|
||
)
|
||
if effective_region == '':
|
||
logger.info("今日大盘复盘相关市场均为非交易日，跳过执行。可使用 --force-run 强制执行。")
|
||
return 0
|
||
|
||
logger.info("模式: 仅大盘复盘")
|
||
notifier, analyzer, search_service = build_market_review_runtime(config)
|
||
|
||
market_review_result = _run_market_review_with_shared_lock(
|
||
config,
|
||
run_market_review,
|
||
notifier=notifier,
|
||
analyzer=analyzer,
|
||
search_service=search_service,
|
||
send_notification=not args.no_notify,
|
||
override_region=effective_region,
|
||
trigger_source="cli",
|
||
)
|
||
return 0 if market_review_result else 1
|
||
|
||
# 模式2: 定时任务模式
|
||
if args.schedule or config.schedule_enabled:
|
||
if start_serve:
|
||
# 模式2 + Web 服务：此路径来自 --schedule/--webui/--serve 与
|
||
# config.schedule_enabled 的组合（均已入 guard），由 API runtime
|
||
# scheduler 接管；--serve-only 已在上面 serve_only 分支返回。
|
||
logger.info("模式: Web/API runtime scheduler")
|
||
logger.info(f"Web 服务运行中: http://{args.host}:{args.port}")
|
||
logger.info("Web/API runtime scheduler 已接管定时任务，保存设置会作用于当前进程")
|
||
logger.info("按 Ctrl+C 退出...")
|
||
try:
|
||
while True:
|
||
time.sleep(1)
|
||
except KeyboardInterrupt:
|
||
logger.info("\n用户中断，程序退出")
|
||
return 0
|
||
|
||
logger.info("模式: 定时任务")
|
||
logger.info(f"每日执行时间: {config.schedule_time}")
|
||
|
||
# Determine whether to run immediately:
|
||
# Command line arg --no-run-immediately overrides config if present.
|
||
# Otherwise use config (defaults to True).
|
||
should_run_immediately = config.schedule_run_immediately
|
||
if getattr(args, 'no_run_immediately', False):
|
||
should_run_immediately = False
|
||
|
||
logger.info(f"启动时立即执行: {should_run_immediately}")
|
||
|
||
from src.scheduler import run_with_schedule
|
||
scheduled_stock_codes = _resolve_scheduled_stock_codes(args.stocks or None)
|
||
schedule_time_provider = _build_schedule_time_provider(config.schedule_time)
|
||
schedule_times_provider = _build_schedule_times_provider(config.schedule_time)
|
||
|
||
def scheduled_task():
|
||
runtime_config = _reload_runtime_config()
|
||
result = run_full_analysis(runtime_config, args, scheduled_stock_codes)
|
||
if result is False:
|
||
reason = _LAST_ANALYSIS_FAILURE_REASON or "unknown"
|
||
raise RuntimeError(
|
||
f"scheduled analysis reported failure: {reason}"
|
||
)
|
||
|
||
background_tasks = []
|
||
if getattr(config, 'agent_event_monitor_enabled', False):
|
||
from src.services.alert_worker import AlertWorker
|
||
|
||
interval_minutes = max(1, getattr(config, 'agent_event_monitor_interval_minutes', 5))
|
||
alert_worker = AlertWorker(config_provider=_reload_runtime_config)
|
||
|
||
def event_monitor_task():
|
||
stats = alert_worker.run_once()
|
||
triggered_count = stats.get("triggered", 0)
|
||
if triggered_count:
|
||
logger.info("[EventMonitor] 本轮触发 %d 条提醒", triggered_count)
|
||
|
||
background_tasks.append({
|
||
"task": event_monitor_task,
|
||
"interval_seconds": interval_minutes * 60,
|
||
"run_immediately": True,
|
||
"name": "agent_event_monitor",
|
||
})
|
||
|
||
schedule_kwargs = {
|
||
"task": scheduled_task,
|
||
"schedule_time": config.schedule_time,
|
||
"run_immediately": should_run_immediately,
|
||
"background_tasks": background_tasks,
|
||
"schedule_time_provider": schedule_time_provider,
|
||
}
|
||
if hasattr(config, "schedule_times"):
|
||
schedule_kwargs["schedule_times"] = config.schedule_times
|
||
schedule_kwargs["schedule_times_provider"] = schedule_times_provider
|
||
run_with_schedule(**schedule_kwargs)
|
||
return 0
|
||
|
||
# 模式3: 正常单次运行
|
||
if config.run_immediately:
|
||
try:
|
||
analysis_ok = _run_analysis_with_runtime_scheduler_lock(
|
||
config, args, stock_codes, analysis_targets
|
||
)
|
||
except FutuPortfolioError as exc:
|
||
if not start_serve:
|
||
raise
|
||
logger.exception(
|
||
"Futu 持仓导入失败，Web/API 服务继续运行: %s",
|
||
exc,
|
||
)
|
||
else:
|
||
if analysis_ok is False:
|
||
if start_serve:
|
||
logger.error("启动时分析执行失败，Web/API 服务继续运行。")
|
||
elif _LAST_ANALYSIS_FAILURE_REASON in {
|
||
"no_report",
|
||
"empty_stock_list",
|
||
"report_save_failed",
|
||
}:
|
||
return 1
|
||
else:
|
||
logger.info("配置为不立即运行分析 (RUN_IMMEDIATELY=false)")
|
||
|
||
logger.info("\n程序执行完成")
|
||
|
||
# 如果启用了服务且是非定时任务模式，保持程序运行
|
||
keep_running = start_serve and not (args.schedule or config.schedule_enabled)
|
||
if keep_running:
|
||
logger.info("API 服务运行中 (按 Ctrl+C 退出)...")
|
||
try:
|
||
while True:
|
||
time.sleep(1)
|
||
except KeyboardInterrupt:
|
||
pass
|
||
|
||
return 0
|
||
|
||
except KeyboardInterrupt:
|
||
logger.info("\n用户中断，程序退出")
|
||
return 130
|
||
|
||
except Exception as e:
|
||
logger.exception(f"程序执行失败: {e}")
|
||
return 1
|
||
|
||
|
||
if __name__ == "__main__":
|
||
multiprocessing.freeze_support()
|
||
sys.exit(main())
|