simonandClaude Opus 4.7
271a9343a5
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>
122 lines
3.2 KiB
Python
122 lines
3.2 KiB
Python
"""
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报告持久化模块。
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将 CLI 脚本输出的 Markdown 报告存入 DB（mac_report 表）。
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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）。
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"""
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from datetime import datetime
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from sqlalchemy import text
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from database.connection import get_engine
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from database.models import Report, create_all_tables
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def save_report(
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content: str,
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title: str,
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report_date: str | None = None,
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subject_type: str = "daily",
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subject_code: str = "",
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) -> int:
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"""
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保存报告到 DB。
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如果同一天、同一研究对象已有报告，先将其标记为 is_active=0，
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然后插入新报告。
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参数:
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content: Markdown 报告内容
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title: 报告标题
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report_date: 报告日期 YYYYMMDD，默认今天
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subject_type: 研究对象类型 (stock/index/sector/portfolio/daily)
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subject_code: 研究对象代码 (如 000001.SZ 或 000300.SH)
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返回:
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新报告的 id
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"""
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report_date = report_date or datetime.now().strftime("%Y%m%d")
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engine = get_engine()
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# 确保表存在
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create_all_tables()
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# 将同日期+同对象的旧报告标记失效
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with engine.connect() as conn:
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conn.execute(
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text(
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"UPDATE {} SET is_active = 0 "
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"WHERE report_date = :d AND subject_type = :st AND subject_code = :sc AND is_active = 1"
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.format(Report.__tablename__)
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),
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{"d": report_date, "st": subject_type, "sc": subject_code},
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)
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conn.commit()
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# 插入新报告
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report = Report(
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report_date=report_date,
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title=title,
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subject_type=subject_type,
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subject_code=subject_code,
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content=content,
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created_at=datetime.now(),
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is_active=1.0,
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)
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from sqlalchemy.orm import Session
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with Session(engine) as session:
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session.add(report)
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session.commit()
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report_id = report.id
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session.expunge_all()
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return report_id
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def query_reports(
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report_date: str | None = None,
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subject_type: str | None = None,
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subject_code: str | None = None,
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active_only: bool = True,
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limit: int = 20,
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) -> list[dict]:
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"""查询报告列表。"""
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engine = get_engine()
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table = Report.__tablename__
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sql = "SELECT * FROM {} WHERE 1=1".format(table)
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params = {}
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if report_date:
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sql += " AND report_date = :d"
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params["d"] = report_date
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if subject_type:
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sql += " AND subject_type = :st"
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params["st"] = subject_type
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if subject_code:
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sql += " AND subject_code = :sc"
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params["sc"] = subject_code
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if active_only:
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sql += " AND is_active = 1"
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sql += " ORDER BY id DESC LIMIT :lim"
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params["lim"] = limit
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with engine.connect() as conn:
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rows = conn.execute(text(sql), params).fetchall()
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result = []
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for r in rows:
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d = dict(r._mapping)
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# DATE/DATETIME 列 → 字符串
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for key in ("report_date", "created_at"):
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val = d.get(key)
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if hasattr(val, "strftime"):
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fmt = "%Y%m%d" if key == "report_date" else "%Y-%m-%d %H:%M:%S"
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d[key] = val.strftime(fmt)
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result.append(d)
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return result
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