Initial commit: cc-cursor 全链路量化研究平台

7 Sprints 全部完成:
  Sprint 0: 基础设施 (DataManager + MariaDB)
  Sprint 1: 因子引擎 (34因子/12分类)
  Sprint 2: VectorBT 回测 (5策略+截面)
  Sprint 3: Optuna 优化 (+Walk-Forward)
  Sprint 4: ML 模型 (LightGBM+CatBoost)
  Sprint 5: Qwen 情绪因子 (三源新闻+日期对齐)
  Sprint 6: Agent 系统 (4Agent+日报.md/.html)

生产加固 (15项): Tushare双源fallback, SSH自动恢复, pool_pre_ping,
  save_daily先删后插, load_dotenv绝对路径, 日报5d/20d修复,
  RiskAgent改上证指数, 昨日对比+数据截止, mac_report utf8mb4,
  CLAUDE-*.md 9条已知Bug, demo全参数化, djapi数据源归一化,
  indexDatas API修正

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>

finance/reports/storage.py

@@ -0,0 +1,121 @@
+"""
+报告持久化模块。
+
+将 CLI 脚本输出的 Markdown 报告存入 DB（mac_report 表）。
+同一日期+研究对象的新报告入库时，旧报告自动标记为失效（is_active=0）。
+"""
+
+from datetime import datetime
+
+from sqlalchemy import text
+
+from database.connection import get_engine
+from database.models import Report, create_all_tables
+
+
+def save_report(
+    content: str,
+    title: str,
+    report_date: str | None = None,
+    subject_type: str = "daily",
+    subject_code: str = "",
+) -> int:
+    """
+    保存报告到 DB。
+
+    如果同一天、同一研究对象已有报告，先将其标记为 is_active=0，
+    然后插入新报告。
+
+    参数:
+        content: Markdown 报告内容
+        title: 报告标题
+        report_date: 报告日期 YYYYMMDD，默认今天
+        subject_type: 研究对象类型 (stock/index/sector/portfolio/daily)
+        subject_code: 研究对象代码 (如 000001.SZ 或 000300.SH)
+
+    返回:
+        新报告的 id
+    """
+    report_date = report_date or datetime.now().strftime("%Y%m%d")
+
+    engine = get_engine()
+
+    # 确保表存在
+    create_all_tables()
+
+    # 将同日期+同对象的旧报告标记失效
+    with engine.connect() as conn:
+        conn.execute(
+            text(
+                "UPDATE {} SET is_active = 0 "
+                "WHERE report_date = :d AND subject_type = :st AND subject_code = :sc AND is_active = 1"
+                .format(Report.__tablename__)
+            ),
+            {"d": report_date, "st": subject_type, "sc": subject_code},
+        )
+        conn.commit()
+
+    # 插入新报告
+    report = Report(
+        report_date=report_date,
+        title=title,
+        subject_type=subject_type,
+        subject_code=subject_code,
+        content=content,
+        created_at=datetime.now(),
+        is_active=1.0,
+    )
+
+    from sqlalchemy.orm import Session
+    with Session(engine) as session:
+        session.add(report)
+        session.commit()
+        report_id = report.id
+        session.expunge_all()
+
+    return report_id
+
+
+def query_reports(
+    report_date: str | None = None,
+    subject_type: str | None = None,
+    subject_code: str | None = None,
+    active_only: bool = True,
+    limit: int = 20,
+) -> list[dict]:
+    """查询报告列表。"""
+    engine = get_engine()
+    table = Report.__tablename__
+
+    sql = "SELECT * FROM {} WHERE 1=1".format(table)
+    params = {}
+
+    if report_date:
+        sql += " AND report_date = :d"
+        params["d"] = report_date
+    if subject_type:
+        sql += " AND subject_type = :st"
+        params["st"] = subject_type
+    if subject_code:
+        sql += " AND subject_code = :sc"
+        params["sc"] = subject_code
+    if active_only:
+        sql += " AND is_active = 1"
+
+    sql += " ORDER BY id DESC LIMIT :lim"
+    params["lim"] = limit
+
+    with engine.connect() as conn:
+        rows = conn.execute(text(sql), params).fetchall()
+
+    result = []
+    for r in rows:
+        d = dict(r._mapping)
+        # DATE/DATETIME 列 → 字符串
+        for key in ("report_date", "created_at"):
+            val = d.get(key)
+            if hasattr(val, "strftime"):
+                fmt = "%Y%m%d" if key == "report_date" else "%Y-%m-%d %H:%M:%S"
+                d[key] = val.strftime(fmt)
+        result.append(d)
+    return result