commit 2eab960303b8a2f537165a03468f9a72f26d2f2c Author: wanghep Date: Fri Mar 20 21:47:30 2026 +0800 Initial commit diff --git a/.gitignore b/.gitignore new file mode 100644 index 0000000..19aa7ba --- /dev/null +++ b/.gitignore @@ -0,0 +1,12 @@ +frontend/node_modules/ +frontend/dist/ +.playwright-cli/ + +__pycache__/ +*.py[cod] + +run_logs/ +*.log + +.DS_Store +Thumbs.db diff --git a/AGENT.md b/AGENT.md new file mode 100644 index 0000000..755008c --- /dev/null +++ b/AGENT.md @@ -0,0 +1,6 @@ +1、显式指定语言：在每次提问或写注释时，强制加上“用中文回答”或“Chinese response”的要求。 +2、回答问题时候也用中文 +3、所有代码修改之后，必须安排测试工作，然后重启服务，而不是换一个端口 +4、前端代码不能有滚动条 +5、 + diff --git a/README.md b/README.md new file mode 100644 index 0000000..4297a53 --- /dev/null +++ b/README.md @@ -0,0 +1,42 @@ +# 南向资金监控平台 + +## 当前需求概览 +- 以港股通南向资金为唯一统计口径，实时展示当日总净流入、沪深拆分、时段阈值、分钟级趋势，并在非交易时段沉淀自 `2026-01-01` 起的日/周/月/累计历史。 +- 所有数据必须可追溯到真实采集接口，至少记录采集时间、来源、精度、原始载荷；前端展示「盘中值」「收盘最终值」「历史精度」等标记，避免推测数值。 +- 关键事件（阈值突破、5 分钟异动）要形成邮件提示，并把推送记录持久化；推送记录页按时间倒序展示每条通知、规则、触发值、状态与错误信息。 +- 当前版本使用 JSON 文件作为存储介质，Repository 层屏蔽路径与命名细节，保持未来迁移 MySQL 所需的与 API 一致的字段契约。 + +## 目录说明 +- `backend/`：FastAPI + JSON Repository + 采集/聚合/告警/邮件逻辑，启动在 `localhost:10000`。 +- `frontend/`：Vue 3 + TypeScript、Composition API，Tab 风格单页展示实时、历史、推送三个面板。 +- `tools/`：辅助脚本（同步东财、发送测试邮件等），用于手动触发数据或告警流程。 +- `南向资金监控平台需求.md`：正式版需求文档与当前实施状态说明。 + +## 启动流程 +### 后端 +``` +python -m pip install -r backend/requirements.txt +python -m uvicorn app.main:app --app-dir backend --host 127.0.0.1 --port 10000 +``` +### 前端 +``` +cd frontend +npm install +npm run dev -- --host 0.0.0.0 --port 9000 +``` +> 目前推荐用 `npm run build` 生成 `dist/` 后再用 `python -m http.server 9000` 或任何静态服务直接提供，因为 Vite dev server 在当前安全环境下有权限限制。 + +## 数据与推送维护 +- 实时+历史数据由 `tools/sync_eastmoney.py` 拉取并写入 `backend/data/minute_snapshots/`、`daily_stats/summary.json` 等；可定时或手动触发。 +- `backend/data/system_config.json` 记录阈值、邮件、数据源配置；添加了 `smtp_username` 与 `smtp_password` 等字段，填入腾讯授权码即可发送。 +- `tools/send_test_alert.py` 和新的 `POST /api/push-records/test` 接口会生成一条基于当前快照的测试推送，并写入 `backend/data/push_records/records.json`，方便前端列表展示。 + +## 关键文档 +- 需求全貌：`南向资金监控平台需求.md` +- 运行日志：`run_backend.out.log`、`run_backend.err.log`、`run_frontend.err.log` +- 配置：`backend/data/system_config.json`（`sender_email` / `smtp_username` / `smtp_password` / `recipients`） + +## 下一步建议 +1. 让运维持续运行 `tools/sync_eastmoney.py`，保证数据每日自动刷新并在 `backend/data/` 下形成新的 JSON。 +2. 结合最新推送记录，把前端列表配色补充成更明显的状态差异（绿色、橙、红）。 +3. 计划将 `push_records` 和告警指标逐步拔高为数据库存储，API 输出保持不变，避免前端适配成本。 diff --git a/backend/app/__init__.py b/backend/app/__init__.py new file mode 100644 index 0000000..8b13789 --- /dev/null +++ b/backend/app/__init__.py @@ -0,0 +1 @@ + diff --git a/backend/app/api/__init__.py b/backend/app/api/__init__.py new file mode 100644 index 0000000..8b13789 --- /dev/null +++ b/backend/app/api/__init__.py @@ -0,0 +1 @@ + diff --git a/backend/app/api/routes.py b/backend/app/api/routes.py new file mode 100644 index 0000000..ed3cc0b --- /dev/null +++ b/backend/app/api/routes.py @@ -0,0 +1,79 @@ +from fastapi import APIRouter, Query + +from app.api.schemas import ( + AShareIndexFlowResponse, + AShareSectorFlowResponse, + HealthResponse, + HistoryResponse, + MetaResponse, + OverviewResponse, + PushRecord, + PushRecordsResponse, + RulesResponse, + SourceDiagnosticsResponse, +) +from app.services.ashare_flow_service import ashare_flow_service +from app.services.alert_service import alert_service +from app.services.monitoring_service import monitoring_service + +router = APIRouter() + + +@router.get("/health", response_model=HealthResponse) +def health() -> HealthResponse: + return HealthResponse(status="ok") + + +@router.get("/meta", response_model=MetaResponse) +def meta() -> MetaResponse: + return monitoring_service.get_meta() + + +@router.get("/overview", response_model=OverviewResponse) +def overview() -> OverviewResponse: + return monitoring_service.get_overview() + + +@router.get("/history", response_model=HistoryResponse) +def history() -> HistoryResponse: + return monitoring_service.get_history() + + +@router.get("/push-records", response_model=PushRecordsResponse) +def push_records() -> PushRecordsResponse: + return monitoring_service.get_push_records() + + +@router.post("/push-records/test", response_model=PushRecord) +def send_test_push_record() -> PushRecord: + return PushRecord(**alert_service.send_test_alert()) + + +@router.get("/rules", response_model=RulesResponse) +def rules() -> RulesResponse: + return monitoring_service.get_rules() + + +@router.get("/source-diagnostics", response_model=SourceDiagnosticsResponse) +def source_diagnostics() -> SourceDiagnosticsResponse: + return monitoring_service.get_source_diagnostics() + + +@router.get("/ashare/index-flows/realtime", response_model=AShareIndexFlowResponse) +def ashare_index_realtime() -> AShareIndexFlowResponse: + return AShareIndexFlowResponse(**ashare_flow_service.get_index_realtime()) + + +@router.get("/ashare/index-flows/daily", response_model=AShareIndexFlowResponse) +def ashare_index_daily(trade_date: str | None = Query(default=None)) -> AShareIndexFlowResponse: + return AShareIndexFlowResponse(**ashare_flow_service.get_index_daily(trade_date)) + + +@router.get("/ashare/sector-flows/realtime", response_model=AShareSectorFlowResponse) +def ashare_sector_realtime() -> AShareSectorFlowResponse: + return AShareSectorFlowResponse(**ashare_flow_service.get_sector_realtime()) + + +@router.get("/ashare/sector-flows/daily", response_model=AShareSectorFlowResponse) +def ashare_sector_daily(trade_date: str | None = Query(default=None)) -> AShareSectorFlowResponse: + return AShareSectorFlowResponse(**ashare_flow_service.get_sector_daily(trade_date)) diff --git a/backend/app/api/schemas.py b/backend/app/api/schemas.py new file mode 100644 index 0000000..cfc7a08 --- /dev/null +++ b/backend/app/api/schemas.py @@ -0,0 +1,201 @@ +from typing import Literal + +from pydantic import BaseModel, Field + + +Precision = Literal["realtime_exact", "close_final", "historical_exact", "unavailable"] +MarketState = Literal["pre_open", "trading_am", "midday_break", "trading_pm", "finalizing", "closed"] +PushStatus = Literal["pending", "sent", "failed", "skipped"] + + +class HealthResponse(BaseModel): + status: str + + +class ValueWithStatus(BaseModel): + amount_hkd_billion: float | None = None + precision: Precision + label: str + + +class OverviewSnapshot(BaseModel): + trade_date: str + snapshot_time: str | None = None + market_state: MarketState + total_net_inflow: ValueWithStatus + cumulative_net_inflow: ValueWithStatus + shanghai_net_inflow: ValueWithStatus + shenzhen_net_inflow: ValueWithStatus + buy_amount: ValueWithStatus + sell_amount: ValueWithStatus + net_buy_amount: ValueWithStatus + one_min_change: ValueWithStatus + five_min_change: ValueWithStatus + threshold_progress: float = Field(ge=0, le=1) + next_threshold_hkd_billion: float + source_name: str + source_url: str | None = None + updated_at: str | None = None + unavailable_reason: str | None = None + + +class TimelinePoint(BaseModel): + timestamp: str + amount_hkd_billion: float | None = None + precision: Precision + + +class BenchmarkTimelinePoint(BaseModel): + timestamp: str + value: float | None = None + + +class BenchmarkTimelineSeries(BaseModel): + key: str + label: str + unit: str + detail_url: str | None = None + points: list[BenchmarkTimelinePoint] + + +class PushRecord(BaseModel): + id: str + triggered_at: str + push_type: str + rule_code: str + trigger_value_hkd_billion: float | None = None + description: str + email_subject: str + email_summary: str + status: PushStatus + error_message: str | None = None + + +class PushRecordsResponse(BaseModel): + records: list[PushRecord] + + +class OverviewResponse(BaseModel): + snapshot: OverviewSnapshot + minute_timeline: list[TimelinePoint] + benchmark_series: list[BenchmarkTimelineSeries] + recent_push_records: list[PushRecord] + + +class StatPoint(BaseModel): + period: str + amount_hkd_billion: float + + +class RecentTradeDay(BaseModel): + trade_date: str + total_net_inflow_hkd_billion: float + precision: Precision + + +class HistorySummary(BaseModel): + cumulative_net_inflow_hkd_billion: float + trading_day_count: int + max_single_day_inflow_hkd_billion: float + max_single_day_outflow_hkd_billion: float + longest_inflow_streak: int + longest_outflow_streak: int + + +class HistoryResponse(BaseModel): + start_date: str + daily: list[StatPoint] + weekly: list[StatPoint] + monthly: list[StatPoint] + cumulative: list[StatPoint] + benchmark_history: dict[str, list[StatPoint]] + recent_trade_days: list[RecentTradeDay] + summary: HistorySummary + + +class RuleItem(BaseModel): + key: str + label: str + value: str + description: str + + +class RulesResponse(BaseModel): + items: list[RuleItem] + + +class SourceDiagnosticsResponse(BaseModel): + source_name: str + realtime_available: bool + historical_available: bool + last_success_at: str | None = None + last_failure_at: str | None = None + last_error_reason: str | None = None + last_success_url: str | None = None + last_persisted_at: str | None = None + + +class MetaResponse(BaseModel): + product_name: str + version: str + timezone: str + market_state: MarketState + current_trade_date: str + source_name: str + source_strategy: str + note: str + + +class AShareFlowRecord(BaseModel): + trade_date: str + code: str + name: str + detail_url: str | None = None + latest_price: float | None = None + change_amount: float | None = None + change_percent: float | None = None + main_net_inflow: float | None = None + main_net_inflow_ratio: float | None = None + super_large_net_inflow: float | None = None + super_large_net_inflow_ratio: float | None = None + large_net_inflow: float | None = None + large_net_inflow_ratio: float | None = None + medium_net_inflow: float | None = None + medium_net_inflow_ratio: float | None = None + small_net_inflow: float | None = None + small_net_inflow_ratio: float | None = None + rolling_net_inflow_5d: float | None = None + rolling_net_inflow_10d: float | None = None + rolling_net_inflow_30d: float | None = None + rolling_net_inflow_60d: float | None = None + rolling_net_inflow_90d: float | None = None + updated_at: str | None = None + source_name: str + source_url: str | None = None + precision: Precision + snapshot_time: str | None = None + sector_type: str | None = None + sector_type_label: str | None = None + + +class AShareSectorGroup(BaseModel): + label: str + records: list[AShareFlowRecord] + + +class AShareIndexFlowResponse(BaseModel): + trade_date: str + updated_at: str | None = None + source_name: str + source_url: str | None = None + precision: Precision + records: list[AShareFlowRecord] + + +class AShareSectorFlowResponse(BaseModel): + trade_date: str + updated_at: str | None = None + source_name: str + source_url: str | None = None + precision: Precision + sector_types: dict[str, AShareSectorGroup] diff --git a/backend/app/clients/__init__.py b/backend/app/clients/__init__.py new file mode 100644 index 0000000..8b13789 --- /dev/null +++ b/backend/app/clients/__init__.py @@ -0,0 +1 @@ + diff --git a/backend/app/clients/eastmoney_client.py b/backend/app/clients/eastmoney_client.py new file mode 100644 index 0000000..7cbc092 --- /dev/null +++ b/backend/app/clients/eastmoney_client.py @@ -0,0 +1,259 @@ +from __future__ import annotations + +import json +import subprocess +import time +from typing import Any +from urllib.parse import urlencode +from urllib.request import Request, urlopen + + +class EastmoneyClient: + HISTORY_ENDPOINT = "https://datacenter-web.eastmoney.com/api/data/v1/get" + KAMT_ENDPOINT = "https://push2.eastmoney.com/api/qt/kamt/get" + KAMT_BSMIN_ENDPOINT = "https://push2.eastmoney.com/api/qt/kamtbs.rtmin/get" + CLIST_ENDPOINT = "https://push2.eastmoney.com/api/qt/clist/get" + QUOTE_ENDPOINT = "https://push2.eastmoney.com/api/qt/stock/get" + STOCK_TRENDS_ENDPOINT = "https://push2his.eastmoney.com/api/qt/stock/trends2/get" + STOCK_KLINE_ENDPOINT = "https://push2his.eastmoney.com/api/qt/stock/kline/get" + FFLOW_DAYKLINE_ENDPOINT = "https://push2his.eastmoney.com/api/qt/stock/fflow/daykline/get" + FFLOW_MINUTE_KLINE_ENDPOINT = "https://push2.eastmoney.com/api/qt/stock/fflow/kline/get" + + def __init__(self) -> None: + self.default_headers = { + "User-Agent": "Mozilla/5.0", + "Accept-Language": "zh-CN,zh;q=0.9", + "Referer": "https://data.eastmoney.com/hsgt/hsgtV2.html", + } + + @staticmethod + def _parse_json_payload(content: str) -> dict[str, Any]: + payload = content.strip() + if payload.startswith("{"): + return json.loads(payload) + + left = payload.find("(") + right = payload.rfind(")") + if left != -1 and right != -1 and right > left: + return json.loads(payload[left + 1 : right]) + + raise ValueError("unexpected eastmoney payload") + + def _get_json( + self, + url: str, + params: dict[str, Any], + *, + headers: dict[str, str] | None = None, + ) -> dict[str, Any]: + full_url = f"{url}?{urlencode(params)}" + request_headers = {**self.default_headers, **(headers or {})} + last_error: Exception | None = None + + for attempt in range(5): + request = Request(full_url, headers=request_headers) + try: + with urlopen(request, timeout=20) as response: + content = response.read().decode("utf-8", "ignore") + return self._parse_json_payload(content) + except Exception as exc: + last_error = exc + if attempt < 4: + time.sleep(attempt + 1) + + if last_error is not None: + raise last_error + raise RuntimeError("东方财富接口请求失败") + + def fetch_realtime_overview(self) -> dict[str, Any]: + return self._get_json( + self.KAMT_ENDPOINT, + { + "fields1": "f1,f2,f3,f4", + "fields2": "f51,f52,f53,f54,f56,f60,f61,f62,f63,f65,f66", + "ut": "fa5fd1943c7b386f172d6893dbfba10b", + }, + ) + + def fetch_intraday_timeline(self) -> dict[str, Any]: + return self._get_json( + self.KAMT_BSMIN_ENDPOINT, + { + "fields1": "f1,f2,f3,f4", + "fields2": "f51,f54,f52,f58,f53,f62,f56,f57,f60,f61", + "ut": "b2884a393a59ad64002292a3e90d46a5", + }, + ) + + def fetch_history(self, start_date: str, page_size: int = 500) -> list[dict[str, Any]]: + page_number = 1 + pages = 1 + rows: list[dict[str, Any]] = [] + + while page_number <= pages: + response = self._get_json( + self.HISTORY_ENDPOINT, + { + "reportName": "RPT_MUTUAL_DEAL_HISTORY", + "columns": "ALL", + "pageNumber": page_number, + "pageSize": page_size, + "sortColumns": "TRADE_DATE", + "sortTypes": "-1", + "source": "WEB", + "client": "WEB", + "filter": f'(MUTUAL_TYPE in ("002","004"))(TRADE_DATE>=\'{start_date}\')', + }, + ) + result = response.get("result") or {} + pages = result.get("pages") or 0 + rows.extend(result.get("data") or []) + page_number += 1 + + return rows + + def fetch_sector_realtime_page( + self, + *, + sector_type_fs: str, + page_number: int = 1, + page_size: int = 100, + ) -> dict[str, Any]: + timestamp = int(time.time() * 1000) + params = { + "cb": f"jQuery11230{timestamp}", + "pn": page_number, + "pz": page_size, + "po": 1, + "np": 1, + "fltt": 2, + "invt": 2, + "fid": "f62", + "ut": "b2884a393a59ad64002292a3e90d46a5", + "fs": sector_type_fs, + "fields": "f12,f14,f2,f3,f62,f184,f66,f69,f72,f75,f78,f81,f84,f87,f124,f204,f205,f206", + "_": str(timestamp), + } + headers = {"Referer": "https://data.eastmoney.com/bkzj/hy.html"} + try: + return self._get_json(self.CLIST_ENDPOINT, params, headers=headers) + except Exception: + return self._get_json_via_curl(self.CLIST_ENDPOINT, params, headers=headers) + + def _get_json_via_curl( + self, + url: str, + params: dict[str, Any], + *, + headers: dict[str, str] | None = None, + ) -> dict[str, Any]: + request_headers = {**self.default_headers, **(headers or {})} + full_url = f"{url}?{urlencode(params)}" + command = [ + "curl.exe", + "--silent", + "--show-error", + "--connect-timeout", + "20", + "--max-time", + "30", + full_url, + ] + for key, value in request_headers.items(): + command.extend(["-H", f"{key}: {value}"]) + + last_error: Exception | None = None + for attempt in range(3): + try: + completed = subprocess.run(command, capture_output=True, text=True, check=True) + return self._parse_json_payload(completed.stdout) + except Exception as exc: + last_error = exc + if attempt < 2: + time.sleep(attempt + 1) + + if last_error is not None: + raise last_error + raise RuntimeError("curl fallback failed") + + def fetch_all_sector_realtime(self, *, sector_type_fs: str, page_size: int = 100) -> list[dict[str, Any]]: + page_number = 1 + pages = 1 + rows: list[dict[str, Any]] = [] + + while page_number <= pages: + response = self.fetch_sector_realtime_page( + sector_type_fs=sector_type_fs, + page_number=page_number, + page_size=page_size, + ) + data = response.get("data") or {} + page_rows = data.get("diff") or [] + total = int(data.get("total") or 0) + pages = max((total + page_size - 1) // page_size, 1) + rows.extend(page_rows) + if not page_rows: + break + time.sleep(0.15) + page_number += 1 + + return rows + + def fetch_quote(self, secid: str) -> dict[str, Any]: + return self._get_json( + self.QUOTE_ENDPOINT, + { + "secid": secid, + "fields": "f57,f58,f43,f169,f170,f62,f184,f66,f69,f72,f75,f78,f81,f84,f87", + }, + ) + + def fetch_stock_trends(self, secid: str, *, ndays: int = 1) -> dict[str, Any]: + return self._get_json( + self.STOCK_TRENDS_ENDPOINT, + { + "secid": secid, + "fields1": "f1,f2,f3,f4,f5,f6,f7,f8", + "fields2": "f51,f52,f53,f54,f55,f56,f57,f58", + "iscr": 0, + "ndays": ndays, + }, + ) + + def fetch_stock_kline(self, secid: str, *, limit: int = 120, klt: int = 101) -> dict[str, Any]: + return self._get_json( + self.STOCK_KLINE_ENDPOINT, + { + "secid": secid, + "fields1": "f1,f2,f3,f4,f5,f6", + "fields2": "f51,f52,f53,f54,f55,f56,f57,f58,f59,f60,f61", + "klt": klt, + "fqt": 0, + "lmt": limit, + "end": "20500101", + }, + ) + + def fetch_fund_flow_daykline(self, secid: str, *, limit: int = 600) -> dict[str, Any]: + return self._get_json( + self.FFLOW_DAYKLINE_ENDPOINT, + { + "lmt": limit, + "klt": 101, + "secid": secid, + "fields1": "f1,f2,f3,f7", + "fields2": "f51,f52,f53,f54,f55,f56,f57,f58,f59,f60,f61,f62,f63", + }, + ) + + def fetch_fund_flow_minute_kline(self, secid: str, *, limit: int = 1) -> dict[str, Any]: + return self._get_json( + self.FFLOW_MINUTE_KLINE_ENDPOINT, + { + "lmt": limit, + "klt": 1, + "secid": secid, + "fields1": "f1,f2,f3,f7", + "fields2": "f51,f52,f53,f54,f55,f56,f57,f58,f59,f60,f61,f62,f63", + }, + ) diff --git a/backend/app/core/__init__.py b/backend/app/core/__init__.py new file mode 100644 index 0000000..8b13789 --- /dev/null +++ b/backend/app/core/__init__.py @@ -0,0 +1 @@ + diff --git a/backend/app/core/bootstrap.py b/backend/app/core/bootstrap.py new file mode 100644 index 0000000..730e09e --- /dev/null +++ b/backend/app/core/bootstrap.py @@ -0,0 +1,126 @@ +import json +from pathlib import Path + +from app.core.config import ( + ALERT_TRIGGERS_DIR, + DAILY_STATS_DIR, + MINUTE_SNAPSHOTS_DIR, + MONTHLY_STATS_DIR, + PUSH_RECORDS_DIR, + RAW_PAYLOADS_DIR, + SOURCE_DIAGNOSTICS_FILE, + SYSTEM_CONFIG_FILE, + WEEKLY_STATS_DIR, +) + + +DEFAULT_SYSTEM_CONFIG = { + "product_name": "南向资金监控平台", + "timezone": "Asia/Shanghai", + "source_name": "东方财富", + "source_strategy": "已接入东方财富历史与实时公开接口；历史来自 datacenter-web，实时来自 push2。", + "realtime_collection_interval_seconds": 60, + "history_backfill_start_date": "2026-01-01", + "threshold_step_hkd_billion": 50, + "five_minute_flow_alert_hkd_billion": 15, + "five_minute_window_minutes": 5, + "five_minute_cooldown_minutes": 5, + "email_enabled": False, + "sender_email": "alerts@example.com", + "smtp_username": "alerts@example.com", + "smtp_password": "", + "smtp_host": "smtp.example.com", + "smtp_port": 465, + "recipients": ["ops@example.com"], + "storage_backend": "mysql", + "mysql_enabled": False, + "mysql_host": "127.0.0.1", + "mysql_port": 3306, + "mysql_database": "southbound_monitor", + "mysql_username": "root", + "mysql_password": "", + "mysql_charset": "utf8mb4", +} + + +DEFAULT_SOURCE_DIAGNOSTICS = { + "source_name": "东方财富", + "realtime_available": False, + "historical_available": False, + "last_success_at": None, + "last_failure_at": None, + "last_error_reason": "尚未执行东方财富真实同步任务。", + "last_success_url": None, + "last_persisted_at": None, +} + + +DEFAULT_MINUTE_SNAPSHOT = { + "trade_date": "2026-03-20", + "snapshot_time": None, + "market_state": "closed", + "total_net_inflow": None, + "cumulative_net_inflow": None, + "shanghai_net_inflow": None, + "shenzhen_net_inflow": None, + "buy_amount": None, + "sell_amount": None, + "net_buy_amount": None, + "one_min_change": None, + "five_min_change": None, + "precision": "unavailable", + "source_name": "东方财富", + "source_url": None, + "updated_at": None, + "unavailable_reason": "尚未获取到今天的实时快照数据。", + "threshold_progress": 0.0, + "next_threshold_hkd_billion": 50, + "minute_timeline": [], +} + + +DEFAULT_DAILY_STATS = { + "start_date": "2026-01-01", + "daily": [], + "weekly": [], + "monthly": [], + "cumulative": [], + "recent_trade_days": [], + "summary": { + "cumulative_net_inflow_hkd_billion": 0, + "trading_day_count": 0, + "max_single_day_inflow_hkd_billion": 0, + "max_single_day_outflow_hkd_billion": 0, + "longest_inflow_streak": 0, + "longest_outflow_streak": 0, + }, +} + + +DEFAULT_PUSH_RECORDS = {"records": []} + + +def _ensure_json(path: Path, payload: dict) -> None: + if path.exists(): + return + path.parent.mkdir(parents=True, exist_ok=True) + path.write_text(json.dumps(payload, ensure_ascii=False, indent=2), encoding="utf-8") + + +def bootstrap_data() -> None: + for directory in [ + MINUTE_SNAPSHOTS_DIR, + DAILY_STATS_DIR, + WEEKLY_STATS_DIR, + MONTHLY_STATS_DIR, + PUSH_RECORDS_DIR, + ALERT_TRIGGERS_DIR, + RAW_PAYLOADS_DIR, + ]: + directory.mkdir(parents=True, exist_ok=True) + + _ensure_json(SYSTEM_CONFIG_FILE, DEFAULT_SYSTEM_CONFIG) + _ensure_json(SOURCE_DIAGNOSTICS_FILE, DEFAULT_SOURCE_DIAGNOSTICS) + _ensure_json(MINUTE_SNAPSHOTS_DIR / "2026-03-20.json", DEFAULT_MINUTE_SNAPSHOT) + _ensure_json(DAILY_STATS_DIR / "summary.json", DEFAULT_DAILY_STATS) + _ensure_json(PUSH_RECORDS_DIR / "records.json", DEFAULT_PUSH_RECORDS) diff --git a/backend/app/core/config.py b/backend/app/core/config.py new file mode 100644 index 0000000..203cf7b --- /dev/null +++ b/backend/app/core/config.py @@ -0,0 +1,16 @@ +from pathlib import Path + + +BASE_DIR = Path(__file__).resolve().parents[2] +DATA_DIR = BASE_DIR / "data" +MINUTE_SNAPSHOTS_DIR = DATA_DIR / "minute_snapshots" +DAILY_STATS_DIR = DATA_DIR / "daily_stats" +WEEKLY_STATS_DIR = DATA_DIR / "weekly_stats" +MONTHLY_STATS_DIR = DATA_DIR / "monthly_stats" +PUSH_RECORDS_DIR = DATA_DIR / "push_records" +ALERT_TRIGGERS_DIR = DATA_DIR / "alert_triggers" +RAW_PAYLOADS_DIR = DATA_DIR / "raw_payloads" +SYSTEM_CONFIG_FILE = DATA_DIR / "system_config.json" +SOURCE_DIAGNOSTICS_FILE = DATA_DIR / "source_diagnostics.json" + +HISTORY_START_DATE = "2026-01-01" diff --git a/backend/app/main.py b/backend/app/main.py new file mode 100644 index 0000000..4fc4ea3 --- /dev/null +++ b/backend/app/main.py @@ -0,0 +1,38 @@ +from fastapi import FastAPI +from fastapi.middleware.cors import CORSMiddleware + +from app.api.routes import router +from app.core.bootstrap import bootstrap_data +from app.services.sync_scheduler import sync_scheduler + + +def create_app() -> FastAPI: + app = FastAPI( + title="Southbound Capital Monitor", + version="0.1.0", + description="南向资金监控平台 API", + ) + + app.add_middleware( + CORSMiddleware, + allow_origins=["*"], + allow_credentials=True, + allow_methods=["*"], + allow_headers=["*"], + ) + + bootstrap_data() + + @app.on_event("startup") + def startup_sync_scheduler() -> None: + sync_scheduler.start() + + @app.on_event("shutdown") + def shutdown_sync_scheduler() -> None: + sync_scheduler.stop() + + app.include_router(router, prefix="/api") + return app + + +app = create_app() diff --git a/backend/app/repositories/__init__.py b/backend/app/repositories/__init__.py new file mode 100644 index 0000000..8b13789 --- /dev/null +++ b/backend/app/repositories/__init__.py @@ -0,0 +1 @@ + diff --git a/backend/app/repositories/json_repository.py b/backend/app/repositories/json_repository.py new file mode 100644 index 0000000..1b1717a --- /dev/null +++ b/backend/app/repositories/json_repository.py @@ -0,0 +1,22 @@ +import json +from pathlib import Path +from tempfile import NamedTemporaryFile +from typing import Any + + +class JsonRepository: + def __init__(self, path: Path) -> None: + self.path = path + + def read(self, default: dict[str, Any] | None = None) -> dict[str, Any]: + if not self.path.exists(): + return default or {} + with self.path.open("r", encoding="utf-8") as handle: + return json.load(handle) + + def write(self, payload: dict[str, Any]) -> None: + self.path.parent.mkdir(parents=True, exist_ok=True) + with NamedTemporaryFile("w", delete=False, dir=self.path.parent, encoding="utf-8") as temp: + json.dump(payload, temp, ensure_ascii=False, indent=2) + temp_path = Path(temp.name) + temp_path.replace(self.path) diff --git a/backend/app/repositories/monitoring_repository.py b/backend/app/repositories/monitoring_repository.py new file mode 100644 index 0000000..3980e39 --- /dev/null +++ b/backend/app/repositories/monitoring_repository.py @@ -0,0 +1,196 @@ +from pathlib import Path +from typing import Any + +from app.core.config import ( + DAILY_STATS_DIR, + MINUTE_SNAPSHOTS_DIR, + PUSH_RECORDS_DIR, + RAW_PAYLOADS_DIR, + SOURCE_DIAGNOSTICS_FILE, + SYSTEM_CONFIG_FILE, +) +from app.repositories.json_repository import JsonRepository +from app.repositories.mysql_repository import MySQLRepository + + +class MonitoringRepository: + def __init__(self) -> None: + self.system_config_repo = JsonRepository(SYSTEM_CONFIG_FILE) + self.source_diagnostics_repo = JsonRepository(SOURCE_DIAGNOSTICS_FILE) + self.history_repo = JsonRepository(DAILY_STATS_DIR / "summary.json") + self.push_records_repo = JsonRepository(PUSH_RECORDS_DIR / "records.json") + self._mysql_repository: MySQLRepository | None = None + + def _get_bootstrap_config(self) -> dict[str, Any]: + return self.system_config_repo.read({}) + + def _should_use_mysql(self) -> bool: + config = self._get_bootstrap_config() + return bool( + config.get("storage_backend") == "mysql" + and config.get("mysql_enabled") + and config.get("mysql_host") + and config.get("mysql_database") + and config.get("mysql_username") + ) + + def _mysql(self) -> MySQLRepository | None: + if not self._should_use_mysql(): + return None + if self._mysql_repository is None: + self._mysql_repository = MySQLRepository(self._get_bootstrap_config()) + return self._mysql_repository + + def get_system_config(self) -> dict: + mysql = self._mysql() + if mysql is None: + return self.system_config_repo.read() + payload = mysql.read_document("system_config", "default", self.system_config_repo.read({})) + if payload: + return payload + fallback = self.system_config_repo.read({}) + if fallback: + mysql.write_document("system_config", "default", fallback) + return fallback + + def save_system_config(self, payload: dict) -> None: + self.system_config_repo.write(payload) + mysql = self._mysql() + if mysql is not None: + mysql.write_document("system_config", "default", payload) + + def get_source_diagnostics(self) -> dict: + mysql = self._mysql() + if mysql is None: + return self.source_diagnostics_repo.read() + payload = mysql.read_document("source_diagnostics", "default", self.source_diagnostics_repo.read({})) + if payload: + return payload + fallback = self.source_diagnostics_repo.read({}) + if fallback: + mysql.write_document("source_diagnostics", "default", fallback) + return fallback + + def save_source_diagnostics(self, payload: dict) -> None: + self.source_diagnostics_repo.write(payload) + mysql = self._mysql() + if mysql is not None: + mysql.write_document("source_diagnostics", "default", payload) + + def get_snapshot_by_trade_date(self, trade_date: str) -> dict: + mysql = self._mysql() + if mysql is not None: + payload = mysql.read_document("minute_snapshot", trade_date, {}) + if payload: + return payload + path = MINUTE_SNAPSHOTS_DIR / f"{trade_date}.json" + return JsonRepository(path).read({}) + + def get_latest_snapshot(self) -> dict: + mysql = self._mysql() + if mysql is not None: + rows = mysql.list_documents("minute_snapshot", limit=1) + if rows: + return rows[0] + files = sorted(MINUTE_SNAPSHOTS_DIR.glob("*.json")) + if not files: + return {} + return JsonRepository(files[-1]).read() + + def save_snapshot(self, trade_date: str, payload: dict) -> None: + JsonRepository(MINUTE_SNAPSHOTS_DIR / f"{trade_date}.json").write(payload) + mysql = self._mysql() + if mysql is not None: + mysql.write_document("minute_snapshot", trade_date, payload, sort_value=trade_date) + + def get_history(self) -> dict: + mysql = self._mysql() + if mysql is None: + return self.history_repo.read() + payload = mysql.read_document("history_summary", "default", self.history_repo.read({})) + if payload: + return payload + fallback = self.history_repo.read({}) + if fallback: + mysql.write_document("history_summary", "default", fallback) + return fallback + + def save_history(self, payload: dict) -> None: + self.history_repo.write(payload) + mysql = self._mysql() + if mysql is not None: + mysql.write_document("history_summary", "default", payload) + + def get_push_records(self) -> dict: + mysql = self._mysql() + if mysql is not None: + records = mysql.list_documents("push_record") + if records: + return {"records": records} + return self.push_records_repo.read({"records": []}) + + def save_push_records(self, payload: dict) -> None: + self.push_records_repo.write(payload) + mysql = self._mysql() + if mysql is not None: + for record in payload.get("records", []): + mysql.write_document( + "push_record", + record["id"], + record, + sort_value=record.get("triggered_at"), + ) + + def append_push_record(self, record: dict) -> dict: + payload = self.get_push_records() + records = payload.get("records", []) + records.insert(0, record) + payload["records"] = records + self.save_push_records(payload) + return record + + def get_alert_state(self, trade_date: str) -> dict: + mysql = self._mysql() + if mysql is not None: + payload = mysql.read_document("alert_state", trade_date, {}) + if payload: + return payload + return {} + + def save_alert_state(self, trade_date: str, payload: dict) -> None: + mysql = self._mysql() + if mysql is not None: + mysql.write_document("alert_state", trade_date, payload, sort_value=trade_date) + + def save_raw_payload(self, name: str, payload: dict) -> Path: + path = RAW_PAYLOADS_DIR / f"{name}.json" + JsonRepository(path).write(payload) + mysql = self._mysql() + if mysql is not None: + mysql.write_document("raw_payload", name, payload, sort_value=name) + return path + + def get_document(self, category: str, doc_key: str, default: dict | None = None) -> dict: + mysql = self._mysql() + if mysql is not None: + payload = mysql.read_document(category, doc_key, default or {}) + if payload: + return payload + return default or {} + + def save_document(self, category: str, doc_key: str, payload: dict, *, sort_value: str | None = None) -> None: + mysql = self._mysql() + if mysql is not None: + mysql.write_document(category, doc_key, payload, sort_value=sort_value) + + def list_documents( + self, + category: str, + *, + limit: int | None = None, + descending: bool = True, + ) -> list[dict]: + mysql = self._mysql() + if mysql is None: + return [] + return mysql.list_documents(category, limit=limit, descending=descending) diff --git a/backend/app/repositories/mysql_repository.py b/backend/app/repositories/mysql_repository.py new file mode 100644 index 0000000..db43379 --- /dev/null +++ b/backend/app/repositories/mysql_repository.py @@ -0,0 +1,95 @@ +import json +from datetime import datetime +from typing import Any + +import pymysql + + +class MySQLRepository: + def __init__(self, config: dict[str, Any]) -> None: + self.config = config + self._ensure_schema() + + def _connect(self): + return pymysql.connect( + host=self.config["mysql_host"], + port=int(self.config.get("mysql_port", 3306)), + user=self.config["mysql_username"], + password=self.config["mysql_password"], + database=self.config["mysql_database"], + charset=self.config.get("mysql_charset", "utf8mb4"), + autocommit=True, + cursorclass=pymysql.cursors.DictCursor, + ) + + def _ensure_schema(self) -> None: + statements = [ + """ + CREATE TABLE IF NOT EXISTS app_documents ( + id BIGINT AUTO_INCREMENT PRIMARY KEY, + category VARCHAR(64) NOT NULL, + doc_key VARCHAR(128) NOT NULL, + sort_value VARCHAR(64) DEFAULT NULL, + payload LONGTEXT NOT NULL, + created_at DATETIME NOT NULL, + updated_at DATETIME NOT NULL, + UNIQUE KEY uniq_category_key (category, doc_key), + KEY idx_category_sort (category, sort_value) + ) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4 + """ + ] + with self._connect() as connection: + with connection.cursor() as cursor: + for statement in statements: + cursor.execute(statement) + + def read_document(self, category: str, doc_key: str, default: dict[str, Any] | None = None) -> dict[str, Any]: + sql = "SELECT payload FROM app_documents WHERE category=%s AND doc_key=%s LIMIT 1" + with self._connect() as connection: + with connection.cursor() as cursor: + cursor.execute(sql, (category, doc_key)) + row = cursor.fetchone() + if not row: + return default or {} + return json.loads(row["payload"]) + + def write_document( + self, + category: str, + doc_key: str, + payload: dict[str, Any], + *, + sort_value: str | None = None, + ) -> None: + now = datetime.now().strftime("%Y-%m-%d %H:%M:%S") + sql = """ + INSERT INTO app_documents (category, doc_key, sort_value, payload, created_at, updated_at) + VALUES (%s, %s, %s, %s, %s, %s) + ON DUPLICATE KEY UPDATE + sort_value=VALUES(sort_value), + payload=VALUES(payload), + updated_at=VALUES(updated_at) + """ + serialized = json.dumps(payload, ensure_ascii=False) + with self._connect() as connection: + with connection.cursor() as cursor: + cursor.execute(sql, (category, doc_key, sort_value, serialized, now, now)) + + def list_documents( + self, + category: str, + *, + limit: int | None = None, + descending: bool = True, + ) -> list[dict[str, Any]]: + direction = "DESC" if descending else "ASC" + sql = f"SELECT payload FROM app_documents WHERE category=%s ORDER BY sort_value {direction}, updated_at {direction}" + params: list[Any] = [category] + if limit is not None: + sql += " LIMIT %s" + params.append(limit) + with self._connect() as connection: + with connection.cursor() as cursor: + cursor.execute(sql, params) + rows = cursor.fetchall() + return [json.loads(row["payload"]) for row in rows] diff --git a/backend/app/services/__init__.py b/backend/app/services/__init__.py new file mode 100644 index 0000000..8b13789 --- /dev/null +++ b/backend/app/services/__init__.py @@ -0,0 +1 @@ + diff --git a/backend/app/services/alert_engine.py b/backend/app/services/alert_engine.py new file mode 100644 index 0000000..a505fb0 --- /dev/null +++ b/backend/app/services/alert_engine.py @@ -0,0 +1,120 @@ +from __future__ import annotations + +from datetime import datetime, timedelta +from typing import Any +from zoneinfo import ZoneInfo + +from app.repositories.monitoring_repository import MonitoringRepository +from app.services.alert_service import AlertService + + +class AlertEngine: + def __init__(self) -> None: + self.repository = MonitoringRepository() + self.tz = ZoneInfo("Asia/Shanghai") + self.alert_service = AlertService() + + def evaluate(self, snapshot: dict) -> list[dict]: + trade_date = snapshot["trade_date"] + state = self._load_state(trade_date) + config = self.repository.get_system_config() + results: list[dict] = [] + + results.extend(self._evaluate_threshold_break(snapshot, config, state)) + results.extend(self._evaluate_five_minute(snapshot, config, state)) + + self._save_state(trade_date, state) + return results + + def _load_state(self, trade_date: str) -> dict[str, Any]: + payload = self.repository.get_alert_state(trade_date) + if not payload: + return { + "trade_date": trade_date, + "thresholds_triggered": [], + "last_five_minute_alert_at": None, + } + payload.setdefault("trade_date", trade_date) + payload.setdefault("thresholds_triggered", []) + payload.setdefault("last_five_minute_alert_at", None) + return payload + + def _save_state(self, trade_date: str, state: dict[str, Any]) -> None: + payload = { + "trade_date": trade_date, + "thresholds_triggered": sorted(set(state.get("thresholds_triggered", []))), + "last_five_minute_alert_at": state.get("last_five_minute_alert_at"), + } + self.repository.save_alert_state(trade_date, payload) + + def _evaluate_threshold_break( + self, snapshot: dict, config: dict, state: dict[str, Any] + ) -> list[dict]: + total = snapshot.get("total_net_inflow") + if total is None: + return [] + + threshold_step = float(config.get("threshold_step_hkd_billion", 40)) + if threshold_step <= 0 or abs(total) < threshold_step: + return [] + + results: list[dict] = [] + triggered_values = {float(value) for value in state.get("thresholds_triggered", [])} + direction = 1 if total > 0 else -1 + current_step = int(abs(total) // threshold_step) + + for step in range(1, current_step + 1): + threshold_value = direction * step * threshold_step + if threshold_value in triggered_values: + continue + flow_label = "净流入" if threshold_value > 0 else "净流出" + threshold_abs = abs(threshold_value) + record = self.alert_service.send_snapshot_alert( + snapshot=snapshot, + rule_code="threshold_break", + subject=f"[南向资金监控] {snapshot['trade_date']} 南向{flow_label}突破 {threshold_abs:.0f} 亿港元", + summary=f"当前累计{flow_label} {AlertService._format_amount(abs(total))} 亿港元，突破 {threshold_abs:.0f} 亿港元档位。", + description=f"累计{flow_label}突破 {threshold_abs:.0f} 亿港元。", + trigger_value=total, + body_note=f"当前南向资金累计{'净流入' if total > 0 else '净流出'} {AlertService._format_amount(abs(total))} 亿港元，已突破 {threshold_abs:.0f} 亿港元。", + ) + results.append(record) + triggered_values.add(threshold_value) + + state["thresholds_triggered"] = sorted(triggered_values) + return results + + def _evaluate_five_minute( + self, snapshot: dict, config: dict, state: dict[str, Any] + ) -> list[dict]: + change = snapshot.get("five_min_change") + if change is None: + return [] + + threshold = float(config.get("five_minute_flow_alert_hkd_billion", 15)) + if threshold <= 0 or abs(change) < threshold: + return [] + + now = datetime.now(self.tz) + last_trigger_at = state.get("last_five_minute_alert_at") + cooldown_minutes = int(config.get("five_minute_cooldown_minutes", 5)) + if last_trigger_at: + last_at = datetime.fromisoformat(last_trigger_at) + if now - last_at < timedelta(minutes=cooldown_minutes): + return [] + + direction = "流入" if change > 0 else "流出" + record = self.alert_service.send_snapshot_alert( + snapshot=snapshot, + rule_code="five_minute_flow", + subject=f"[南向资金监控] {snapshot['trade_date']} 5分钟快速{direction} {abs(change):.4f} 亿港元", + summary=f"5分钟净变化 {abs(change):.4f} 亿港元，超过阈值 {threshold:.4f} 亿港元。", + description=f"5分钟净变化{direction} {change:.4f} 亿港元。", + trigger_value=change, + body_note=f"5分钟净变化{direction} {change:.4f} 亿港元，阈值为 {threshold:.4f} 亿港元。", + ) + state["last_five_minute_alert_at"] = now.isoformat(timespec="seconds") + return [record] + + +alert_engine = AlertEngine() diff --git a/backend/app/services/alert_service.py b/backend/app/services/alert_service.py new file mode 100644 index 0000000..9121007 --- /dev/null +++ b/backend/app/services/alert_service.py @@ -0,0 +1,195 @@ +from __future__ import annotations + +from datetime import datetime +from uuid import uuid4 +from zoneinfo import ZoneInfo + +from app.repositories.monitoring_repository import MonitoringRepository +from app.services.email_notification_service import email_notification_service + + +class AlertService: + def __init__(self) -> None: + self.repository = MonitoringRepository() + self.tz = ZoneInfo("Asia/Shanghai") + + @staticmethod + def _format_amount(value: float | None) -> str: + if value is None: + return "-" + return f"{value:.4f}" + + @staticmethod + def _format_signed_amount(value: float | None) -> str: + if value is None: + return "-" + return f"{value:+.4f}" + + @staticmethod + def _format_points(value: float | None) -> str: + if value is None: + return "-" + return f"{value:.2f}" + + @staticmethod + def _build_benchmark_lookup(snapshot: dict) -> dict[str, float | None]: + lookup: dict[str, float | None] = {} + for item in snapshot.get("benchmark_series", []) or []: + points = item.get("points", []) or [] + lookup[item.get("label", "")] = points[-1].get("value") if points else None + return lookup + + def _build_enhanced_body( + self, + *, + snapshot: dict, + title: str, + summary: str, + note: str | None = None, + operation_advice: str | None = None, + market_context: list[str] | None = None, + ) -> str: + benchmarks = self._build_benchmark_lookup(snapshot) + lines = [ + title, + "", + f"交易日期: {snapshot.get('trade_date')}", + f"快照时间: {snapshot.get('snapshot_time') or snapshot.get('updated_at') or '-'}", + f"南向总净流入: {self._format_signed_amount(snapshot.get('total_net_inflow'))} 亿港元", + f"1分钟净变化: {self._format_signed_amount(snapshot.get('one_min_change'))} 亿港元", + f"5分钟净变化: {self._format_signed_amount(snapshot.get('five_min_change'))} 亿港元", + f"恒生指数: {self._format_points(benchmarks.get('恒生指数'))}", + f"恒生科技指数: {self._format_points(benchmarks.get('恒生科技指数'))}", + "", + "摘要", + summary, + ] + + if market_context: + lines.extend(["", "市场要点"]) + lines.extend([f"{index}. {item}" for index, item in enumerate(market_context, start=1)]) + + if operation_advice: + lines.extend(["", "操作建议", operation_advice]) + + if note: + lines.extend(["", "备注", note]) + + return "\n".join(lines) + + def _send_email(self, subject: str, body: str) -> None: + config = self.repository.get_system_config() + email_notification_service.send( + smtp_host=config.get("smtp_host", ""), + smtp_port=int(config.get("smtp_port", 465)), + smtp_username=config.get("smtp_username", ""), + smtp_password=config.get("smtp_password", ""), + sender_email=config.get("sender_email", ""), + recipients=config.get("recipients", []), + subject=subject, + text_body=body, + ) + + def _build_record( + self, + *, + snapshot: dict, + rule_code: str, + subject: str, + summary: str, + description: str, + trigger_value: float | None, + ) -> dict: + return { + "id": f"push-{uuid4().hex[:12]}", + "triggered_at": datetime.now(self.tz).isoformat(timespec="seconds"), + "push_type": "email", + "rule_code": rule_code, + "trigger_value_hkd_billion": trigger_value, + "description": description, + "email_subject": subject, + "email_summary": summary, + "status": "pending", + "error_message": None, + } + + def send_snapshot_alert( + self, + *, + snapshot: dict, + rule_code: str, + subject: str, + summary: str, + description: str, + trigger_value: float | None, + body_note: str | None = None, + body_text: str | None = None, + operation_advice: str | None = None, + market_context: list[str] | None = None, + ) -> dict: + body = ( + body_text + if body_text is not None + else self._build_enhanced_body( + snapshot=snapshot, + title="南向资金监控自动告警", + summary=summary, + note=body_note, + operation_advice=operation_advice, + market_context=market_context, + ) + ) + record = self._build_record( + snapshot=snapshot, + rule_code=rule_code, + subject=subject, + summary=summary, + description=description, + trigger_value=trigger_value, + ) + try: + self._send_email(subject=subject, body=body) + record["status"] = "sent" + except Exception as exc: + record["status"] = "failed" + record["error_message"] = str(exc) + self.repository.append_push_record(record) + return record + + def send_test_alert(self) -> dict: + snapshot = self.repository.get_latest_snapshot() + history = self.repository.get_history() + if not snapshot: + raise ValueError("未找到可用于测试的快照数据") + if snapshot.get("total_net_inflow") is None: + raise ValueError("快照缺少 total_net_inflow，无法发送测试告警") + total_net_inflow = snapshot.get("total_net_inflow") + five_min_change = snapshot.get("five_min_change") + cumulative = history.get("summary", {}).get("cumulative_net_inflow_hkd_billion") + summary = ( + f"{snapshot.get('trade_date')} 南向资金当前净流入 {self._format_signed_amount(total_net_inflow)} 亿港元，" + f"5分钟净变化 {self._format_signed_amount(five_min_change)} 亿港元，" + f"统计区间累计 {self._format_amount(cumulative)} 亿港元。" + ) + body = self._build_enhanced_body( + snapshot=snapshot, + title="南向资金监控提醒", + summary=summary, + market_context=[ + "南向资金尾盘仍以净流出为主。", + "恒生科技指数仍处在弱修复阶段。", + ], + operation_advice="南向资金仍偏弱，短线先控制仓位，等待南向重新转正后再考虑分批回补恒生科技方向。", + ) + return self.send_snapshot_alert( + snapshot=snapshot, + rule_code="manual_test_alert", + subject=f"[南向资金监控] {snapshot.get('trade_date')} 港股操作建议", + summary=summary, + description="用于发送简版正式样式邮件。", + trigger_value=total_net_inflow, + body_text=body, + ) + + +alert_service = AlertService() diff --git a/backend/app/services/ashare_flow_service.py b/backend/app/services/ashare_flow_service.py new file mode 100644 index 0000000..6ead265 --- /dev/null +++ b/backend/app/services/ashare_flow_service.py @@ -0,0 +1,670 @@ +from __future__ import annotations + +from collections import defaultdict +from datetime import datetime +from time import sleep +from zoneinfo import ZoneInfo + +from app.clients.eastmoney_client import EastmoneyClient +from app.core.config import HISTORY_START_DATE +from app.repositories.monitoring_repository import MonitoringRepository + + +SECTOR_TYPE_CONFIG = { + "industry": { + "label": "行业板块", + "fs": "m:90+t:2", + }, + "concept": { + "label": "概念板块", + "fs": "m:90+t:3", + }, + "region": { + "label": "地域板块", + "fs": "m:90+t:1", + }, +} + +TRACKED_INDICES = [ + {"code": "000001", "name": "上证指数", "secid": "1.000001"}, + {"code": "399001", "name": "深证成指", "secid": "0.399001"}, + {"code": "399006", "name": "创业板指", "secid": "0.399006"}, + {"code": "000300", "name": "沪深300", "secid": "1.000300"}, + {"code": "000905", "name": "中证500", "secid": "1.000905"}, + {"code": "000852", "name": "中证1000", "secid": "1.000852"}, + {"code": "932000", "name": "中证2000", "secid": "2.932000"}, + {"code": "000688", "name": "科创50", "secid": "1.000688"}, +] + +ROLLING_WINDOWS = [5, 10, 30, 60, 90] + + +class AShareFlowService: + def __init__(self) -> None: + self.client = EastmoneyClient() + self.repository = MonitoringRepository() + self.tz = ZoneInfo("Asia/Shanghai") + + @staticmethod + def _safe_float(value: str | float | int | None) -> float | None: + if value in (None, "", "-"): + return None + return float(value) + + @staticmethod + def _safe_int(value: str | float | int | None) -> int | None: + if value in (None, "", "-"): + return None + return int(float(value)) + + @staticmethod + def _normalize_quote_price(value: int | float | None) -> float | None: + if value is None: + return None + return round(float(value) / 100, 2) + + @staticmethod + def _normalize_quote_change_amount(value: int | float | None) -> float | None: + if value is None: + return None + return round(float(value) / 100, 2) + + @staticmethod + def _normalize_quote_change_percent(value: int | float | None) -> float | None: + if value is None: + return None + return round(float(value) / 100, 2) + + @staticmethod + def _normalize_flow_amount(value: str | float | int | None) -> float | None: + parsed = AShareFlowService._safe_float(value) + if parsed is None: + return None + return round(parsed / 100000000, 4) + + @staticmethod + def _build_index_detail_url(code: str) -> str: + return f"https://quote.eastmoney.com/zs{code}.html" + + @staticmethod + def _build_sector_detail_url(code: str) -> str: + return f"https://quote.eastmoney.com/bk/90.{code}.html" + + def _normalize_stored_flow_amount(self, value: str | float | int | None) -> float: + parsed = self._safe_float(value) or 0.0 + if abs(parsed) >= 100000: + return round(parsed / 100000000, 4) + return round(parsed, 4) + + def _now(self) -> datetime: + return datetime.now(self.tz) + + def _today(self) -> str: + return self._now().date().isoformat() + + @staticmethod + def _rolling_field(window: int) -> str: + return f"rolling_net_inflow_{window}d" + + def _build_history_value_map(self, category: str, *, current_trade_date: str, is_sector: bool) -> dict[str, list[float]]: + payloads = [ + item + for item in self.repository.list_documents(category, limit=max(ROLLING_WINDOWS) * 2) + if item.get("trade_date") and item.get("trade_date") != current_trade_date + ] + + history_map: dict[str, list[float]] = defaultdict(list) + for payload in payloads: + if is_sector: + sector_groups = payload.get("sector_types", {}) + for sector_type, group in sector_groups.items(): + records = group.get("records", []) if isinstance(group, dict) else group + for record in records: + key = f"{sector_type}:{record['code']}" + history_map[key].append(self._normalize_stored_flow_amount(record.get("main_net_inflow"))) + else: + for record in payload.get("records", []): + history_map[record["code"]].append(self._normalize_stored_flow_amount(record.get("main_net_inflow"))) + return history_map + + def _attach_rolling_metrics(self, records: list[dict], *, category: str, current_trade_date: str, is_sector: bool) -> list[dict]: + history_map = self._build_history_value_map(category, current_trade_date=current_trade_date, is_sector=is_sector) + return self._apply_rolling_metrics(records, history_map=history_map, is_sector=is_sector) + + def _apply_rolling_metrics( + self, + records: list[dict], + *, + history_map: dict[str, list[float]], + is_sector: bool, + ) -> list[dict]: + if not records: + return records + + for record in records: + key = f"{record.get('sector_type')}:{record['code']}" if is_sector else record["code"] + previous_values = history_map.get(key, []) + current_value = float(record.get("main_net_inflow") or 0) + for window in ROLLING_WINDOWS: + field = self._rolling_field(window) + if len(previous_values) < window - 1: + record[field] = None + continue + record[field] = round(current_value + sum(previous_values[: window - 1]), 4) + return records + + @staticmethod + def _has_sector_records(payload: dict) -> bool: + sector_types = payload.get("sector_types", {}) + for group in sector_types.values(): + records = group.get("records", []) if isinstance(group, dict) else group + if records: + return True + return False + + def _parse_sector_realtime_record(self, row: dict, sector_type: str, updated_at: str) -> dict: + config = SECTOR_TYPE_CONFIG[sector_type] + return { + "trade_date": self._today(), + "sector_type": sector_type, + "sector_type_label": config["label"], + "code": row.get("f12"), + "name": row.get("f14"), + "detail_url": self._build_sector_detail_url(row.get("f12")), + "latest_price": self._safe_float(row.get("f2")), + "change_percent": self._safe_float(row.get("f3")), + "main_net_inflow": self._normalize_flow_amount(row.get("f62")), + "main_net_inflow_ratio": self._safe_float(row.get("f184")), + "super_large_net_inflow": self._normalize_flow_amount(row.get("f66")), + "super_large_net_inflow_ratio": self._safe_float(row.get("f69")), + "large_net_inflow": self._normalize_flow_amount(row.get("f72")), + "large_net_inflow_ratio": self._safe_float(row.get("f75")), + "medium_net_inflow": self._normalize_flow_amount(row.get("f78")), + "medium_net_inflow_ratio": self._safe_float(row.get("f81")), + "small_net_inflow": self._normalize_flow_amount(row.get("f84")), + "small_net_inflow_ratio": self._safe_float(row.get("f87")), + "updated_at": updated_at, + "source_name": "东方财富", + "source_url": "https://data.eastmoney.com/bkzj/", + "precision": "realtime_exact", + } + + def _parse_daily_kline_record( + self, + *, + code: str, + name: str, + values: str, + source_url: str, + extra: dict | None = None, + ) -> dict: + parts = values.split(",") + if len(parts) < 13: + raise ValueError(f"unexpected daykline payload: {values}") + payload = { + "trade_date": parts[0], + "code": code, + "name": name, + "detail_url": self._build_sector_detail_url(code) if source_url.endswith("/bkzj/") else self._build_index_detail_url(code), + "main_net_inflow": self._normalize_flow_amount(parts[1]), + "super_large_net_inflow": self._normalize_flow_amount(parts[2]), + "large_net_inflow": self._normalize_flow_amount(parts[3]), + "medium_net_inflow": self._normalize_flow_amount(parts[4]), + "small_net_inflow": self._normalize_flow_amount(parts[5]), + "main_net_inflow_ratio": self._safe_float(parts[6]), + "super_large_net_inflow_ratio": self._safe_float(parts[7]), + "large_net_inflow_ratio": self._safe_float(parts[8]), + "medium_net_inflow_ratio": self._safe_float(parts[9]), + "small_net_inflow_ratio": self._safe_float(parts[10]), + "latest_price": self._safe_float(parts[11]), + "change_percent": self._safe_float(parts[12]), + "updated_at": self._now().isoformat(timespec="seconds"), + "source_name": "东方财富", + "source_url": source_url, + "precision": "historical_exact", + } + if extra: + payload.update(extra) + return payload + + def _parse_minute_kline_record( + self, + *, + code: str, + name: str, + values: str, + source_url: str, + latest_price: float | None, + change_amount: float | None, + change_percent: float | None, + extra: dict | None = None, + ) -> dict: + parts = values.split(",") + if len(parts) < 6: + raise ValueError(f"unexpected minute kline payload: {values}") + payload = { + "trade_date": parts[0].split(" ")[0], + "snapshot_time": f"{parts[0]}:00+08:00", + "code": code, + "name": name, + "detail_url": self._build_index_detail_url(code), + "latest_price": latest_price, + "change_amount": change_amount, + "change_percent": change_percent, + "main_net_inflow": self._normalize_flow_amount(parts[1]), + "super_large_net_inflow": self._normalize_flow_amount(parts[2]), + "large_net_inflow": self._normalize_flow_amount(parts[3]), + "medium_net_inflow": self._normalize_flow_amount(parts[4]), + "small_net_inflow": self._normalize_flow_amount(parts[5]), + "main_net_inflow_ratio": None, + "super_large_net_inflow_ratio": None, + "large_net_inflow_ratio": None, + "medium_net_inflow_ratio": None, + "small_net_inflow_ratio": None, + "updated_at": self._now().isoformat(timespec="seconds"), + "source_name": "东方财富", + "source_url": source_url, + "precision": "realtime_exact", + } + if extra: + payload.update(extra) + return payload + + def sync_sector_realtime(self) -> dict: + updated_at = self._now().isoformat(timespec="seconds") + payload = { + "trade_date": self._today(), + "updated_at": updated_at, + "source_name": "东方财富", + "source_url": "https://data.eastmoney.com/bkzj/", + "precision": "realtime_exact", + "sector_types": {}, + } + + raw_payloads: dict[str, list[dict]] = {} + for sector_type, config in SECTOR_TYPE_CONFIG.items(): + rows = self.client.fetch_all_sector_realtime(sector_type_fs=config["fs"]) + raw_payloads[sector_type] = rows + payload["sector_types"][sector_type] = { + "label": config["label"], + "records": [self._parse_sector_realtime_record(row, sector_type, updated_at) for row in rows], + } + + self.repository.save_document( + "ashare_sector_realtime", + payload["trade_date"], + payload, + sort_value=payload["trade_date"], + ) + self.repository.save_document( + "ashare_sector_catalog", + payload["trade_date"], + { + "trade_date": payload["trade_date"], + "updated_at": updated_at, + "sector_types": { + sector_type: [ + {"code": item["code"], "name": item["name"], "sector_type": sector_type} + for item in data["records"] + ] + for sector_type, data in payload["sector_types"].items() + }, + }, + sort_value=payload["trade_date"], + ) + self.repository.save_raw_payload(f"ashare_sector_realtime_{payload['trade_date']}", raw_payloads) + for group in payload["sector_types"].values(): + self._attach_rolling_metrics( + group["records"], + category="ashare_sector_daily", + current_trade_date=payload["trade_date"], + is_sector=True, + ) + self.repository.save_document( + "ashare_sector_realtime", + payload["trade_date"], + payload, + sort_value=payload["trade_date"], + ) + self.repository.save_document( + "ashare_sector_realtime_latest_success", + "default", + payload, + sort_value=payload["trade_date"], + ) + self._persist_today_sector_daily(payload) + return payload + + def sync_index_realtime(self) -> dict: + updated_at = self._now().isoformat(timespec="seconds") + records: list[dict] = [] + raw_payloads: dict[str, dict] = {} + + for definition in TRACKED_INDICES: + quote_payload = self.client.fetch_quote(definition["secid"]) + minute_payload = self.client.fetch_fund_flow_minute_kline(definition["secid"], limit=1) + raw_payloads[definition["code"]] = { + "quote": quote_payload, + "minute": minute_payload, + } + + quote_data = quote_payload.get("data") or {} + minute_data = minute_payload.get("data") or {} + minute_rows = minute_data.get("klines") or [] + if not minute_rows: + continue + + records.append( + self._parse_minute_kline_record( + code=definition["code"], + name=definition["name"], + values=minute_rows[-1], + source_url="https://data.eastmoney.com/zjlx/", + latest_price=self._normalize_quote_price(self._safe_int(quote_data.get("f43"))), + change_amount=self._normalize_quote_change_amount(self._safe_int(quote_data.get("f169"))), + change_percent=self._normalize_quote_change_percent(self._safe_int(quote_data.get("f170"))), + ) + ) + + payload = { + "trade_date": self._today(), + "updated_at": updated_at, + "source_name": "东方财富", + "source_url": "https://data.eastmoney.com/zjlx/", + "precision": "realtime_exact", + "records": self._attach_rolling_metrics( + records, + category="ashare_index_daily", + current_trade_date=self._today(), + is_sector=False, + ), + } + + self.repository.save_document( + "ashare_index_realtime", + payload["trade_date"], + payload, + sort_value=payload["trade_date"], + ) + self._persist_today_index_daily(payload) + self.repository.save_raw_payload(f"ashare_index_realtime_{payload['trade_date']}", raw_payloads) + return payload + + def backfill_index_daily_history(self, start_date: str | None = None) -> dict: + history_start = start_date or self.repository.get_system_config().get("history_backfill_start_date", HISTORY_START_DATE) + by_date: dict[str, list[dict]] = defaultdict(list) + raw_payloads: dict[str, dict] = {} + + for definition in TRACKED_INDICES: + response = self.client.fetch_fund_flow_daykline(definition["secid"], limit=800) + raw_payloads[definition["code"]] = response + data = response.get("data") or {} + for line in data.get("klines") or []: + record = self._parse_daily_kline_record( + code=definition["code"], + name=definition["name"], + values=line, + source_url="https://data.eastmoney.com/zjlx/", + ) + if record["trade_date"] < history_start: + continue + by_date[record["trade_date"]].append(record) + + for trade_date, records in by_date.items(): + payload = { + "trade_date": trade_date, + "updated_at": self._now().isoformat(timespec="seconds"), + "source_name": "东方财富", + "source_url": "https://data.eastmoney.com/zjlx/", + "precision": "historical_exact", + "records": sorted(records, key=lambda item: item["code"]), + } + self.repository.save_document("ashare_index_daily", trade_date, payload, sort_value=trade_date) + + self.repository.save_raw_payload(f"ashare_index_daily_backfill_{self._today()}", raw_payloads) + meta = { + "last_backfill_at": self._now().isoformat(timespec="seconds"), + "start_date": history_start, + "trading_day_count": len(by_date), + "index_count": len(TRACKED_INDICES), + } + self.repository.save_document("ashare_index_history_meta", "default", meta) + return meta + + def _merge_sector_daily_payload( + self, + existing: dict, + trade_date: str, + batch_groups: dict[str, list[dict]], + ) -> dict: + merged_sector_types = dict(existing.get("sector_types", {})) + + for sector_type, records in batch_groups.items(): + existing_group = merged_sector_types.get(sector_type, {}) + existing_records = existing_group.get("records", []) if isinstance(existing_group, dict) else existing_group + code_map = {item["code"]: item for item in existing_records} + for record in records: + code_map[record["code"]] = record + merged_sector_types[sector_type] = { + "label": SECTOR_TYPE_CONFIG[sector_type]["label"], + "records": sorted(code_map.values(), key=lambda item: item["code"]), + } + + return { + "trade_date": trade_date, + "updated_at": self._now().isoformat(timespec="seconds"), + "source_name": "东方财富", + "source_url": "https://data.eastmoney.com/bkzj/", + "precision": "historical_exact", + "sector_types": merged_sector_types, + } + + def _persist_today_index_daily(self, payload: dict) -> None: + if not payload.get("records"): + return + self.repository.save_document( + "ashare_index_daily", + payload["trade_date"], + { + "trade_date": payload["trade_date"], + "updated_at": payload.get("updated_at"), + "source_name": payload.get("source_name", "东方财富"), + "source_url": payload.get("source_url"), + "precision": "realtime_exact", + "records": sorted(payload["records"], key=lambda item: item["code"]), + }, + sort_value=payload["trade_date"], + ) + + def _persist_today_sector_daily(self, payload: dict) -> None: + if not self._has_sector_records(payload): + return + self.repository.save_document( + "ashare_sector_daily", + payload["trade_date"], + { + "trade_date": payload["trade_date"], + "updated_at": payload.get("updated_at"), + "source_name": payload.get("source_name", "东方财富"), + "source_url": payload.get("source_url"), + "precision": "realtime_exact", + "sector_types": { + sector_type: { + "label": group.get("label", SECTOR_TYPE_CONFIG[sector_type]["label"]), + "records": sorted(group.get("records", []), key=lambda item: item["code"]), + } + for sector_type, group in payload.get("sector_types", {}).items() + }, + }, + sort_value=payload["trade_date"], + ) + + def backfill_sector_daily_history(self, start_date: str | None = None, *, batch_size: int = 120) -> dict: + history_start = start_date or self.repository.get_system_config().get("history_backfill_start_date", HISTORY_START_DATE) + catalog = self.repository.get_document("ashare_sector_catalog", self._today(), {}) + if not catalog: + catalog = self.sync_sector_realtime() + + sector_items: list[tuple[str, dict]] = [] + sector_types = catalog.get("sector_types", {}) + for sector_type, items in sector_types.items(): + iterable = items["records"] if isinstance(items, dict) else items + for item in iterable: + sector_items.append((sector_type, item)) + + sector_items.sort(key=lambda pair: (pair[0], pair[1]["code"])) + meta_state = self.repository.get_document("ashare_sector_history_meta", "default", {}) + next_sector_index = 0 + if meta_state.get("start_date") == history_start and not meta_state.get("completed", False): + next_sector_index = int(meta_state.get("next_sector_index", 0)) + + end_sector_index = min(next_sector_index + batch_size, len(sector_items)) + selected_items = sector_items[next_sector_index:end_sector_index] + by_date: dict[str, dict[str, list[dict]]] = defaultdict(lambda: defaultdict(list)) + raw_payload_index: dict[str, dict] = {} + failures: list[dict] = [] + + for position, (sector_type, item) in enumerate(selected_items, start=1): + code = item["code"] + name = item["name"] + try: + response = self.client.fetch_fund_flow_daykline(f"90.{code}", limit=800) + except Exception as exc: + failures.append( + { + "sector_type": sector_type, + "code": code, + "name": name, + "error": str(exc), + } + ) + continue + raw_payload_index[f"{sector_type}:{code}"] = { + "code": code, + "name": name, + "sector_type": sector_type, + "response_meta": { + "market": (response.get("data") or {}).get("market"), + "name": (response.get("data") or {}).get("name"), + }, + } + + for line in (response.get("data") or {}).get("klines") or []: + record = self._parse_daily_kline_record( + code=code, + name=name, + values=line, + source_url="https://data.eastmoney.com/bkzj/", + extra={ + "sector_type": sector_type, + "sector_type_label": SECTOR_TYPE_CONFIG[sector_type]["label"], + }, + ) + if record["trade_date"] < history_start: + continue + by_date[record["trade_date"]][sector_type].append(record) + + if position % 50 == 0: + sleep(0.5) + + for trade_date, sector_groups in by_date.items(): + existing = self.repository.get_document("ashare_sector_daily", trade_date, {}) + payload = self._merge_sector_daily_payload(existing, trade_date, sector_groups) + self.repository.save_document("ashare_sector_daily", trade_date, payload, sort_value=trade_date) + + if raw_payload_index: + self.repository.save_raw_payload( + f"ashare_sector_daily_backfill_{self._today()}_{next_sector_index}_{end_sector_index}", + raw_payload_index, + ) + completed = end_sector_index >= len(sector_items) + meta = { + "last_backfill_at": self._now().isoformat(timespec="seconds"), + "start_date": history_start, + "trading_day_count": len(self.repository.list_documents("ashare_sector_daily")), + "sector_count": len(sector_items), + "batch_size": batch_size, + "processed_in_batch": len(selected_items), + "next_sector_index": 0 if completed else end_sector_index, + "completed": completed, + "failed_sector_count": len(failures), + "failures": failures[:50], + } + self.repository.save_document("ashare_sector_history_meta", "default", meta) + return meta + + def get_index_realtime(self) -> dict: + payload = self.repository.get_document("ashare_index_realtime", self._today(), {}) + if payload: + self._persist_today_index_daily(payload) + history_map = self._build_history_value_map( + "ashare_index_daily", + current_trade_date=payload.get("trade_date", self._today()), + is_sector=False, + ) + self._apply_rolling_metrics( + payload.get("records", []), + history_map=history_map, + is_sector=False, + ) + return payload + return { + "trade_date": self._today(), + "updated_at": None, + "source_name": "东方财富", + "source_url": "https://data.eastmoney.com/zjlx/", + "precision": "unavailable", + "records": [], + } + + def get_sector_realtime(self) -> dict: + payload = self.repository.get_document("ashare_sector_realtime", self._today(), {}) + if not payload or not self._has_sector_records(payload): + payload = self.repository.get_document("ashare_sector_realtime_latest_success", "default", {}) + if payload and self._has_sector_records(payload): + self._persist_today_sector_daily(payload) + return payload + for item in self.repository.list_documents("ashare_sector_realtime", limit=10): + if not self._has_sector_records(item): + continue + self._persist_today_sector_daily(item) + return item + return { + "trade_date": self._today(), + "updated_at": None, + "source_name": "东方财富", + "source_url": "https://data.eastmoney.com/bkzj/", + "precision": "unavailable", + "sector_types": {}, + } + + def get_index_daily(self, trade_date: str | None = None) -> dict: + target_date = trade_date or self._today() + payload = self.repository.get_document("ashare_index_daily", target_date, {}) + if payload: + return payload + return { + "trade_date": target_date, + "updated_at": None, + "source_name": "东方财富", + "source_url": "https://data.eastmoney.com/zjlx/", + "precision": "unavailable", + "records": [], + } + + def get_sector_daily(self, trade_date: str | None = None) -> dict: + target_date = trade_date or self._today() + payload = self.repository.get_document("ashare_sector_daily", target_date, {}) + if payload: + return payload + return { + "trade_date": target_date, + "updated_at": None, + "source_name": "东方财富", + "source_url": "https://data.eastmoney.com/bkzj/", + "precision": "unavailable", + "sector_types": {}, + } + + +ashare_flow_service = AShareFlowService() diff --git a/backend/app/services/eastmoney_sync_service.py b/backend/app/services/eastmoney_sync_service.py new file mode 100644 index 0000000..305765c --- /dev/null +++ b/backend/app/services/eastmoney_sync_service.py @@ -0,0 +1,354 @@ +from __future__ import annotations + +from collections import defaultdict +from datetime import datetime +from zoneinfo import ZoneInfo + +from app.clients.eastmoney_client import EastmoneyClient +from app.core.config import HISTORY_START_DATE +from app.repositories.monitoring_repository import MonitoringRepository +from app.services.alert_engine import alert_engine +from app.services.market_clock import get_market_state + + +SOUTHBOUND_BENCHMARKS = [ + { + "key": "hsi", + "label": "恒生指数", + "secid": "100.HSI", + "unit": "点", + "detail_url": "https://quote.eastmoney.com/gb/zsHSI.html", + }, + { + "key": "hstech", + "label": "恒生科技指数", + "secid": "124.HSTECH", + "unit": "点", + "detail_url": "https://quote.eastmoney.com/gb/zsHSTECH.html", + }, +] + +HISTORY_BENCHMARKS = [ + { + "key": "hstech_daily", + "label": "恒生科技指数", + "secid": "124.HSTECH", + "period": "daily", + } +] + + +class EastmoneySyncService: + def __init__(self) -> None: + self.client = EastmoneyClient() + self.repository = MonitoringRepository() + self.tz = ZoneInfo("Asia/Shanghai") + + @staticmethod + def _wan_to_yi(value: float | int | None) -> float | None: + if value is None: + return None + return round(float(value) / 10000, 4) + + @staticmethod + def _million_to_yi(value: float | int | None) -> float | None: + if value is None: + return None + return round(float(value) / 100, 4) + + @staticmethod + def _safe_float(value: str | float | int | None) -> float | None: + if value in (None, "", "-"): + return None + return float(value) + + def _determine_precision(self, trade_date: str) -> str: + now = datetime.now(self.tz) + if trade_date != now.date().isoformat(): + return "historical_exact" + if now.hour > 16 or (now.hour == 16 and now.minute >= 10): + return "close_final" + return "realtime_exact" + + def _parse_timeline( + self, trade_date: str, raw: list[str], precision: str + ) -> tuple[list[dict], float | None, float | None]: + timeline: list[dict] = [] + for item in raw: + parts = item.split(",") + if len(parts) < 10: + continue + total_net_buy = self._wan_to_yi(self._safe_float(parts[5])) + timeline.append( + { + "timestamp": f"{trade_date}T{parts[0]}:00+08:00", + "amount_hkd_billion": total_net_buy, + "precision": precision, + } + ) + + meaningful = [point for point in timeline if point["amount_hkd_billion"] not in (None, 0.0)] + if precision == "close_final" and not meaningful: + return [], None, None + + amounts = [point["amount_hkd_billion"] for point in timeline if point["amount_hkd_billion"] is not None] + if len(amounts) < 2: + return timeline, None, None + + one_min_change = round(amounts[-1] - amounts[-2], 4) + five_min_change = ( + round(amounts[-1] - amounts[max(0, len(amounts) - 6)], 4) + if len(amounts) >= 6 + else None + ) + return timeline, one_min_change, five_min_change + + def _parse_benchmark_trends(self, payload: dict, *, detail_url: str | None) -> dict: + data = payload.get("data") or {} + points: list[dict] = [] + for item in data.get("trends") or []: + parts = item.split(",") + if len(parts) < 2: + continue + points.append( + { + "timestamp": f"{parts[0]}:00+08:00", + "value": self._safe_float(parts[1]), + } + ) + + return { + "key": data.get("code", ""), + "label": data.get("name", ""), + "unit": "点", + "detail_url": detail_url, + "points": points, + } + + def _build_benchmark_series(self) -> tuple[list[dict], dict[str, dict]]: + series: list[dict] = [] + raw_payloads: dict[str, dict] = {} + for benchmark in SOUTHBOUND_BENCHMARKS: + response = self.client.fetch_stock_trends(benchmark["secid"], ndays=1) + raw_payloads[benchmark["key"]] = response + parsed = self._parse_benchmark_trends(response, detail_url=benchmark["detail_url"]) + parsed["key"] = benchmark["key"] + parsed["label"] = benchmark["label"] + parsed["unit"] = benchmark["unit"] + series.append(parsed) + return series, raw_payloads + + def _build_snapshot(self, realtime_payload: dict, timeline_payload: dict, threshold_step: float) -> dict: + south_sh = realtime_payload["data"]["sh2hk"] + south_sz = realtime_payload["data"]["sz2hk"] + trade_date = south_sh["date2"] + precision = self._determine_precision(trade_date) + updated_at = datetime.now(self.tz).isoformat(timespec="seconds") + + sh_net_buy = self._wan_to_yi(south_sh.get("netBuyAmt")) + sz_net_buy = self._wan_to_yi(south_sz.get("netBuyAmt")) + total_net_buy = round((sh_net_buy or 0) + (sz_net_buy or 0), 4) + total_buy_amt = round( + (self._wan_to_yi(south_sh.get("buyAmt")) or 0) + (self._wan_to_yi(south_sz.get("buyAmt")) or 0), + 4, + ) + total_sell_amt = round( + (self._wan_to_yi(south_sh.get("sellAmt")) or 0) + (self._wan_to_yi(south_sz.get("sellAmt")) or 0), + 4, + ) + + minute_timeline, one_min_change, five_min_change = self._parse_timeline( + trade_date, + timeline_payload.get("data", {}).get("n2s", []), + "realtime_exact" if precision == "realtime_exact" else precision, + ) + benchmark_series, benchmark_raw_payloads = self._build_benchmark_series() + + threshold_progress = 0.0 if threshold_step <= 0 else round((total_net_buy % threshold_step) / threshold_step, 4) + next_threshold = threshold_step if total_net_buy <= 0 else (int(total_net_buy // threshold_step) + 1) * threshold_step + + return { + "trade_date": trade_date, + "snapshot_time": updated_at, + "market_state": get_market_state(), + "total_net_inflow": total_net_buy, + "cumulative_net_inflow": total_net_buy, + "shanghai_net_inflow": sh_net_buy, + "shenzhen_net_inflow": sz_net_buy, + "buy_amount": total_buy_amt, + "sell_amount": total_sell_amt, + "net_buy_amount": total_net_buy, + "one_min_change": one_min_change, + "five_min_change": five_min_change, + "precision": precision, + "source_name": "东方财富", + "source_url": "https://push2.eastmoney.com/api/qt/kamt/get", + "updated_at": updated_at, + "unavailable_reason": None, + "threshold_progress": threshold_progress, + "next_threshold_hkd_billion": next_threshold, + "minute_timeline": minute_timeline, + "benchmark_series": benchmark_series, + }, benchmark_raw_payloads + + def _aggregate_history(self, rows: list[dict], start_date: str) -> dict: + grouped: dict[str, dict] = defaultdict(lambda: {"trade_date": "", "net": 0.0}) + + for row in rows: + trade_date = row["TRADE_DATE"][:10] + bucket = grouped[trade_date] + bucket["trade_date"] = trade_date + bucket["net"] += self._million_to_yi(row.get("NET_DEAL_AMT")) or 0.0 + + ordered = [grouped[key] for key in sorted(grouped.keys()) if key >= start_date] + daily = [{"period": item["trade_date"], "amount_hkd_billion": round(item["net"], 4)} for item in ordered] + + weekly_map: dict[str, float] = defaultdict(float) + monthly_map: dict[str, float] = defaultdict(float) + cumulative: list[dict] = [] + cumulative_total = 0.0 + recent_trade_days: list[dict] = [] + streak_in = 0 + streak_out = 0 + longest_in = 0 + longest_out = 0 + + for item in ordered: + date_obj = datetime.strptime(item["trade_date"], "%Y-%m-%d") + week_key = f"{date_obj.strftime('%Y')}-W{date_obj.strftime('%W')}" + month_key = date_obj.strftime("%Y-%m") + weekly_map[week_key] += item["net"] + monthly_map[month_key] += item["net"] + cumulative_total += item["net"] + cumulative.append({"period": item["trade_date"], "amount_hkd_billion": round(cumulative_total, 4)}) + + if item["net"] > 0: + streak_in += 1 + streak_out = 0 + elif item["net"] < 0: + streak_out += 1 + streak_in = 0 + else: + streak_in = 0 + streak_out = 0 + longest_in = max(longest_in, streak_in) + longest_out = max(longest_out, streak_out) + + for item in reversed(ordered[-20:]): + recent_trade_days.append( + { + "trade_date": item["trade_date"], + "total_net_inflow_hkd_billion": round(item["net"], 4), + "precision": "historical_exact", + } + ) + + return { + "start_date": start_date, + "daily": daily, + "weekly": [{"period": period, "amount_hkd_billion": round(value, 4)} for period, value in sorted(weekly_map.items())], + "monthly": [{"period": period, "amount_hkd_billion": round(value, 4)} for period, value in sorted(monthly_map.items())], + "cumulative": cumulative, + "benchmark_history": self._build_history_benchmarks(start_date), + "recent_trade_days": recent_trade_days, + "summary": { + "cumulative_net_inflow_hkd_billion": round(cumulative_total, 4), + "trading_day_count": len(ordered), + "max_single_day_inflow_hkd_billion": round(max((item["net"] for item in ordered), default=0), 4), + "max_single_day_outflow_hkd_billion": round(min((item["net"] for item in ordered), default=0), 4), + "longest_inflow_streak": longest_in, + "longest_outflow_streak": longest_out, + }, + } + + def _build_history_benchmarks(self, start_date: str) -> dict[str, list[dict]]: + benchmark_history: dict[str, list[dict]] = {} + for benchmark in HISTORY_BENCHMARKS: + response = self.client.fetch_stock_kline(benchmark["secid"], limit=160) + data = response.get("data") or {} + daily_rows = [] + for line in data.get("klines") or []: + parts = line.split(",") + if len(parts) < 2 or parts[0] < start_date: + continue + daily_rows.append({"period": parts[0], "amount_hkd_billion": round(self._safe_float(parts[2]) or 0.0, 4)}) + + weekly_map: dict[str, float] = {} + monthly_map: dict[str, float] = {} + for item in daily_rows: + date_obj = datetime.strptime(item["period"], "%Y-%m-%d") + weekly_map[f"{date_obj.strftime('%Y')}-W{date_obj.strftime('%W')}"] = item["amount_hkd_billion"] + monthly_map[date_obj.strftime("%Y-%m")] = item["amount_hkd_billion"] + + benchmark_history["hstech_daily"] = daily_rows + benchmark_history["hstech_weekly"] = [{"period": period, "amount_hkd_billion": value} for period, value in sorted(weekly_map.items())] + benchmark_history["hstech_monthly"] = [{"period": period, "amount_hkd_billion": value} for period, value in sorted(monthly_map.items())] + + return benchmark_history + + def sync(self, start_date: str | None = None) -> dict: + config = self.repository.get_system_config() + history_start = start_date or config.get("history_backfill_start_date", HISTORY_START_DATE) + threshold_step = float(config.get("threshold_step_hkd_billion", 50)) + diagnostics = self.repository.get_source_diagnostics() + + try: + realtime_payload = self.client.fetch_realtime_overview() + timeline_payload = self.client.fetch_intraday_timeline() + history_rows = self.client.fetch_history(history_start) + + snapshot, benchmark_raw_payloads = self._build_snapshot(realtime_payload, timeline_payload, threshold_step) + history = self._aggregate_history(history_rows, history_start) + updated_at = datetime.now(self.tz).isoformat(timespec="seconds") + + self.repository.save_snapshot(snapshot["trade_date"], snapshot) + self.repository.save_history(history) + self.repository.save_raw_payload(f"eastmoney_realtime_{snapshot['trade_date']}", realtime_payload) + self.repository.save_raw_payload(f"eastmoney_timeline_{snapshot['trade_date']}", timeline_payload) + self.repository.save_raw_payload(f"eastmoney_benchmarks_{snapshot['trade_date']}", benchmark_raw_payloads) + self.repository.save_raw_payload(f"eastmoney_history_{snapshot['trade_date']}", {"rows": history_rows}) + + config.update( + { + "source_name": "东方财富", + "source_strategy": "已接入东方财富历史与实时公开接口；历史来自 datacenter-web，实时来自 push2。", + } + ) + self.repository.save_system_config(config) + self.repository.save_source_diagnostics( + { + "source_name": "东方财富", + "realtime_available": True, + "historical_available": True, + "last_success_at": updated_at, + "last_failure_at": None, + "last_error_reason": None, + "last_success_url": "https://datacenter-web.eastmoney.com/api/data/v1/get", + "last_persisted_at": updated_at, + } + ) + + return { + "snapshot": snapshot, + "history_summary": history["summary"], + "history_daily_count": len(history["daily"]), + "alert_records": alert_engine.evaluate(snapshot), + } + except Exception as exc: + updated_at = datetime.now(self.tz).isoformat(timespec="seconds") + self.repository.save_source_diagnostics( + { + "source_name": "东方财富", + "realtime_available": False, + "historical_available": False, + "last_success_at": diagnostics.get("last_success_at"), + "last_failure_at": updated_at, + "last_error_reason": str(exc), + "last_success_url": diagnostics.get("last_success_url"), + "last_persisted_at": diagnostics.get("last_persisted_at"), + } + ) + raise + + +eastmoney_sync_service = EastmoneySyncService() diff --git a/backend/app/services/email_notification_service.py b/backend/app/services/email_notification_service.py new file mode 100644 index 0000000..31cafcc --- /dev/null +++ b/backend/app/services/email_notification_service.py @@ -0,0 +1,65 @@ +from __future__ import annotations + +import smtplib +import ssl +from email.header import Header +from email.mime.multipart import MIMEMultipart +from email.mime.text import MIMEText +from html import escape + + +class EmailNotificationService: + def send( + self, + *, + smtp_host: str, + smtp_port: int, + smtp_username: str, + smtp_password: str, + sender_email: str, + recipients: list[str], + subject: str, + text_body: str, + ) -> None: + if not smtp_host: + raise ValueError("smtp_host 未配置") + if not smtp_username: + raise ValueError("smtp_username 未配置") + if not smtp_password: + raise ValueError("smtp_password 未配置") + if not sender_email: + raise ValueError("sender_email 未配置") + if not recipients: + raise ValueError("recipients 未配置") + + message = MIMEMultipart("alternative") + message["From"] = sender_email + message["To"] = ", ".join(recipients) + message["Subject"] = str(Header(subject, "utf-8")) + html_body = ( + "" + "" + f"{escape(text_body).replace(chr(10), '
')}" + "" + ) + message.attach(MIMEText(text_body, "plain", "utf-8")) + message.attach(MIMEText(html_body, "html", "utf-8")) + + context = ssl.create_default_context() + port = int(smtp_port) + + if port == 465: + with smtplib.SMTP_SSL(smtp_host, port, timeout=20, context=context) as server: + server.login(smtp_username, smtp_password) + server.sendmail(sender_email, recipients, message.as_bytes()) + return + + with smtplib.SMTP(smtp_host, port, timeout=20) as server: + server.ehlo() + server.starttls(context=context) + server.ehlo() + server.login(smtp_username, smtp_password) + server.sendmail(sender_email, recipients, message.as_bytes()) + + +email_notification_service = EmailNotificationService() diff --git a/backend/app/services/market_clock.py b/backend/app/services/market_clock.py new file mode 100644 index 0000000..82fdcd4 --- /dev/null +++ b/backend/app/services/market_clock.py @@ -0,0 +1,21 @@ +from datetime import datetime, time +from zoneinfo import ZoneInfo + +from app.api.schemas import MarketState + + +def get_market_state(now: datetime | None = None) -> MarketState: + current = now or datetime.now(ZoneInfo("Asia/Shanghai")) + current_time = current.time() + + if current_time < time(9, 30): + return "pre_open" + if time(9, 30) <= current_time < time(12, 0): + return "trading_am" + if time(12, 0) <= current_time < time(13, 0): + return "midday_break" + if time(13, 0) <= current_time < time(16, 0): + return "trading_pm" + if time(16, 0) <= current_time < time(16, 10): + return "finalizing" + return "closed" diff --git a/backend/app/services/monitoring_service.py b/backend/app/services/monitoring_service.py new file mode 100644 index 0000000..2652adc --- /dev/null +++ b/backend/app/services/monitoring_service.py @@ -0,0 +1,209 @@ +from datetime import datetime +from zoneinfo import ZoneInfo + +from app.api.schemas import ( + BenchmarkTimelinePoint, + BenchmarkTimelineSeries, + HistoryResponse, + HistorySummary, + MetaResponse, + OverviewResponse, + OverviewSnapshot, + PushRecord, + PushRecordsResponse, + RecentTradeDay, + RuleItem, + RulesResponse, + SourceDiagnosticsResponse, + StatPoint, + TimelinePoint, + ValueWithStatus, +) +from app.core.config import HISTORY_START_DATE +from app.repositories.monitoring_repository import MonitoringRepository +from app.services.market_clock import get_market_state + + +class MonitoringService: + def __init__(self) -> None: + self.repository = MonitoringRepository() + + @staticmethod + def _empty_snapshot(trade_date: str, source_name: str) -> dict: + return { + "trade_date": trade_date, + "snapshot_time": None, + "market_state": get_market_state(), + "total_net_inflow": None, + "cumulative_net_inflow": None, + "shanghai_net_inflow": None, + "shenzhen_net_inflow": None, + "buy_amount": None, + "sell_amount": None, + "net_buy_amount": None, + "one_min_change": None, + "five_min_change": None, + "precision": "unavailable", + "source_name": source_name, + "source_url": None, + "updated_at": None, + "unavailable_reason": "今天的实时快照尚未同步成功，系统不会继续展示昨天的数据。", + "threshold_progress": 0.0, + "next_threshold_hkd_billion": 50, + "minute_timeline": [], + "benchmark_series": [], + } + + def get_meta(self) -> MetaResponse: + config = self.repository.get_system_config() + return MetaResponse( + product_name=config["product_name"], + version="0.1.0", + timezone=config["timezone"], + market_state=get_market_state(), + current_trade_date=datetime.now(ZoneInfo(config["timezone"])).date().isoformat(), + source_name=config["source_name"], + source_strategy=config["source_strategy"], + note="当前版本已接入真实数据同步链路，前端展示结果来自已持久化的 JSON 数据。", + ) + + def get_overview(self) -> OverviewResponse: + config = self.repository.get_system_config() + current_trade_date = datetime.now(ZoneInfo(config["timezone"])).date().isoformat() + payload = self.repository.get_snapshot_by_trade_date(current_trade_date) + if not payload: + payload = self._empty_snapshot(current_trade_date, config["source_name"]) + precision = payload.get("precision", "unavailable") + + def value(label: str, key: str) -> ValueWithStatus: + return ValueWithStatus( + amount_hkd_billion=payload.get(key), + precision=precision, + label=label, + ) + + snapshot = OverviewSnapshot( + trade_date=payload["trade_date"], + snapshot_time=payload.get("snapshot_time"), + market_state=payload.get("market_state", get_market_state()), + total_net_inflow=value("当日总净流入", "total_net_inflow"), + cumulative_net_inflow=value("当日累计净流入", "cumulative_net_inflow"), + shanghai_net_inflow=value("港股通（沪）净流入", "shanghai_net_inflow"), + shenzhen_net_inflow=value("港股通（深）净流入", "shenzhen_net_inflow"), + buy_amount=value("买入额", "buy_amount"), + sell_amount=value("卖出额", "sell_amount"), + net_buy_amount=value("净买额", "net_buy_amount"), + one_min_change=value("1 分钟变化", "one_min_change"), + five_min_change=value("5 分钟变化", "five_min_change"), + threshold_progress=payload.get("threshold_progress", 0), + next_threshold_hkd_billion=payload.get("next_threshold_hkd_billion", 50), + source_name=payload.get("source_name", "东方财富"), + source_url=payload.get("source_url"), + updated_at=payload.get("updated_at"), + unavailable_reason=payload.get("unavailable_reason"), + ) + minute_timeline = [TimelinePoint(**item) for item in payload.get("minute_timeline", [])] + benchmark_series = [ + BenchmarkTimelineSeries( + key=item["key"], + label=item["label"], + unit=item["unit"], + detail_url=item.get("detail_url"), + points=[BenchmarkTimelinePoint(**point) for point in item.get("points", [])], + ) + for item in payload.get("benchmark_series", []) + ] + recent_push_records = [PushRecord(**item) for item in self.repository.get_push_records().get("records", [])[:5]] + return OverviewResponse( + snapshot=snapshot, + minute_timeline=minute_timeline, + benchmark_series=benchmark_series, + recent_push_records=recent_push_records, + ) + + def get_history(self) -> HistoryResponse: + payload = self.repository.get_history() + summary = HistorySummary(**payload["summary"]) + return HistoryResponse( + start_date=payload.get("start_date", HISTORY_START_DATE), + daily=[StatPoint(**item) for item in payload.get("daily", [])], + weekly=[StatPoint(**item) for item in payload.get("weekly", [])], + monthly=[StatPoint(**item) for item in payload.get("monthly", [])], + cumulative=[StatPoint(**item) for item in payload.get("cumulative", [])], + benchmark_history={ + key: [StatPoint(**item) for item in value] + for key, value in payload.get("benchmark_history", {}).items() + }, + recent_trade_days=[RecentTradeDay(**item) for item in payload.get("recent_trade_days", [])], + summary=summary, + ) + + def get_push_records(self) -> PushRecordsResponse: + records = [PushRecord(**item) for item in self.repository.get_push_records().get("records", [])] + return PushRecordsResponse(records=records) + + def get_rules(self) -> RulesResponse: + config = self.repository.get_system_config() + items = [ + RuleItem( + key="realtime_collection_interval_seconds", + label="实时采集间隔", + value=f'{config["realtime_collection_interval_seconds"]} 秒', + description="分钟级快照拉取周期。", + ), + RuleItem( + key="history_backfill_start_date", + label="历史回补起始日", + value=config["history_backfill_start_date"], + description="历史统计的回补起点。", + ), + RuleItem( + key="threshold_step_hkd_billion", + label="阈值突破档位", + value=f'{config["threshold_step_hkd_billion"]} 亿港元', + description="累计净流入按该步长触发突破提醒。", + ), + RuleItem( + key="five_minute_flow_alert_hkd_billion", + label="5 分钟异动阈值", + value=f'{config["five_minute_flow_alert_hkd_billion"]} 亿港元', + description="5 分钟净变化绝对值超过该阈值触发告警。", + ), + RuleItem( + key="email_enabled", + label="邮件开关", + value="开启" if config["email_enabled"] else "关闭", + description="是否发送邮件推送。", + ), + RuleItem( + key="sender_email", + label="发件邮箱", + value=config["sender_email"], + description="SMTP 发件人邮箱。", + ), + RuleItem( + key="smtp", + label="SMTP 地址与端口", + value=f'{config["smtp_host"]}:{config["smtp_port"]}', + description="邮件服务配置。", + ), + RuleItem( + key="recipients", + label="收件人列表", + value=", ".join(config["recipients"]), + description="告警接收对象。", + ), + RuleItem( + key="source_name", + label="当前主数据源", + value=config["source_name"], + description="正式口径唯一主源。", + ), + ] + return RulesResponse(items=items) + + def get_source_diagnostics(self) -> SourceDiagnosticsResponse: + return SourceDiagnosticsResponse(**self.repository.get_source_diagnostics()) + + +monitoring_service = MonitoringService() diff --git a/backend/app/services/sync_scheduler.py b/backend/app/services/sync_scheduler.py new file mode 100644 index 0000000..439b603 --- /dev/null +++ b/backend/app/services/sync_scheduler.py @@ -0,0 +1,76 @@ +from __future__ import annotations + +import threading +from datetime import datetime, time, timedelta +from zoneinfo import ZoneInfo + +from app.repositories.monitoring_repository import MonitoringRepository +from app.services.ashare_flow_service import ashare_flow_service +from app.services.eastmoney_sync_service import eastmoney_sync_service +from app.services.market_clock import get_market_state + + +class SyncScheduler: + def __init__(self) -> None: + self.repository = MonitoringRepository() + self.tz = ZoneInfo("Asia/Shanghai") + self._thread: threading.Thread | None = None + self._stop_event = threading.Event() + self._failure_count = 0 + + def start(self) -> None: + if self._thread and self._thread.is_alive(): + return + self._stop_event.clear() + self._thread = threading.Thread(target=self._run, name="southbound-sync", daemon=True) + self._thread.start() + + def stop(self) -> None: + self._stop_event.set() + if self._thread and self._thread.is_alive(): + self._thread.join(timeout=2) + + def _run(self) -> None: + while not self._stop_event.is_set(): + now = datetime.now(self.tz) + state = get_market_state(now) + interval_seconds = self._get_wait_seconds(now, state) + + if state in {"trading_am", "trading_pm", "finalizing"}: + try: + eastmoney_sync_service.sync() + ashare_flow_service.sync_index_realtime() + ashare_flow_service.sync_sector_realtime() + self._failure_count = 0 + except Exception: + self._failure_count += 1 + interval_seconds = max(interval_seconds, min(180, 30 * self._failure_count)) + else: + self._failure_count = 0 + + self._stop_event.wait(interval_seconds) + + def _get_wait_seconds(self, now: datetime, state: str) -> int: + config = self.repository.get_system_config() + realtime_interval = max(int(config.get("realtime_collection_interval_seconds", 60)), 15) + + if state in {"trading_am", "trading_pm", "finalizing"}: + return realtime_interval + if state == "midday_break": + return self._seconds_until(now, time(13, 0)) + if state == "pre_open": + return self._seconds_until(now, time(9, 30)) + return self._seconds_until_next_day_open(now) + + def _seconds_until(self, now: datetime, target_time: time) -> int: + target = datetime.combine(now.date(), target_time, tzinfo=self.tz) + delta = (target - now).total_seconds() + return max(int(delta), 15) + + def _seconds_until_next_day_open(self, now: datetime) -> int: + next_open = datetime.combine(now.date() + timedelta(days=1), time(9, 30), tzinfo=self.tz) + delta = (next_open - now).total_seconds() + return max(int(delta), 300) + + +sync_scheduler = SyncScheduler() diff --git a/backend/data/daily_stats/summary.json b/backend/data/daily_stats/summary.json new file mode 100644 index 0000000..d52d93c --- /dev/null +++ b/backend/data/daily_stats/summary.json @@ -0,0 +1,837 @@ +{ + "start_date": "2026-01-01", + "daily": [ + { + "period": "2026-01-05", + "amount_hkd_billion": 187.2292 + }, + { + "period": "2026-01-06", + "amount_hkd_billion": 28.7858 + }, + { + "period": "2026-01-07", + "amount_hkd_billion": 91.7834 + }, + { + "period": "2026-01-08", + "amount_hkd_billion": -49.0092 + }, + { + "period": "2026-01-09", + "amount_hkd_billion": 68.1522 + }, + { + "period": "2026-01-12", + "amount_hkd_billion": 73.0588 + }, + { + "period": "2026-01-13", + "amount_hkd_billion": 12.9642 + }, + { + "period": "2026-01-14", + "amount_hkd_billion": 28.6538 + }, + { + "period": "2026-01-15", + "amount_hkd_billion": -15.1537 + }, + { + "period": "2026-01-16", + "amount_hkd_billion": 0.9358 + }, + { + "period": "2026-01-19", + "amount_hkd_billion": 22.9152 + }, + { + "period": "2026-01-20", + "amount_hkd_billion": 36.6258 + }, + { + "period": "2026-01-21", + "amount_hkd_billion": 139.3002 + }, + { + "period": "2026-01-22", + "amount_hkd_billion": 52.3938 + }, + { + "period": "2026-01-23", + "amount_hkd_billion": -16.0068 + }, + { + "period": "2026-01-26", + "amount_hkd_billion": -8.255 + }, + { + "period": "2026-01-27", + "amount_hkd_billion": -6.3453 + }, + { + "period": "2026-01-28", + "amount_hkd_billion": -34.2739 + }, + { + "period": "2026-01-29", + "amount_hkd_billion": 43.7361 + }, + { + "period": "2026-01-30", + "amount_hkd_billion": 32.2155 + }, + { + "period": "2026-02-02", + "amount_hkd_billion": 19.0714 + }, + { + "period": "2026-02-03", + "amount_hkd_billion": 9.5223 + }, + { + "period": "2026-02-04", + "amount_hkd_billion": 133.7277 + }, + { + "period": "2026-02-05", + "amount_hkd_billion": 249.7747 + }, + { + "period": "2026-02-06", + "amount_hkd_billion": 148.5916 + }, + { + "period": "2026-02-09", + "amount_hkd_billion": -18.8651 + }, + { + "period": "2026-02-10", + "amount_hkd_billion": 0.8465 + }, + { + "period": "2026-02-11", + "amount_hkd_billion": 48.1618 + }, + { + "period": "2026-02-12", + "amount_hkd_billion": 45.6726 + }, + { + "period": "2026-02-13", + "amount_hkd_billion": 202.1914 + }, + { + "period": "2026-02-24", + "amount_hkd_billion": 31.3079 + }, + { + "period": "2026-02-25", + "amount_hkd_billion": -40.5669 + }, + { + "period": "2026-02-26", + "amount_hkd_billion": -73.6595 + }, + { + "period": "2026-02-27", + "amount_hkd_billion": 149.9717 + }, + { + "period": "2026-03-02", + "amount_hkd_billion": 162.138 + }, + { + "period": "2026-03-03", + "amount_hkd_billion": 60.8124 + }, + { + "period": "2026-03-04", + "amount_hkd_billion": -4.6603 + }, + { + "period": "2026-03-05", + "amount_hkd_billion": -277.3479 + }, + { + "period": "2026-03-06", + "amount_hkd_billion": -21.8788 + }, + { + "period": "2026-03-09", + "amount_hkd_billion": 372.1302 + }, + { + "period": "2026-03-10", + "amount_hkd_billion": -179.5275 + }, + { + "period": "2026-03-11", + "amount_hkd_billion": 34.484 + }, + { + "period": "2026-03-12", + "amount_hkd_billion": 112.8267 + }, + { + "period": "2026-03-13", + "amount_hkd_billion": 184.485 + }, + { + "period": "2026-03-16", + "amount_hkd_billion": -12.4974 + }, + { + "period": "2026-03-17", + "amount_hkd_billion": -114.8066 + }, + { + "period": "2026-03-18", + "amount_hkd_billion": 12.1653 + }, + { + "period": "2026-03-19", + "amount_hkd_billion": 261.9002 + } + ], + "weekly": [ + { + "period": "2026-W01", + "amount_hkd_billion": 326.9414 + }, + { + "period": "2026-W02", + "amount_hkd_billion": 100.4589 + }, + { + "period": "2026-W03", + "amount_hkd_billion": 235.2282 + }, + { + "period": "2026-W04", + "amount_hkd_billion": 27.0774 + }, + { + "period": "2026-W05", + "amount_hkd_billion": 560.6877 + }, + { + "period": "2026-W06", + "amount_hkd_billion": 278.0072 + }, + { + "period": "2026-W08", + "amount_hkd_billion": 67.0532 + }, + { + "period": "2026-W09", + "amount_hkd_billion": -80.9366 + }, + { + "period": "2026-W10", + "amount_hkd_billion": 524.3984 + }, + { + "period": "2026-W11", + "amount_hkd_billion": 146.7615 + } + ], + "monthly": [ + { + "period": "2026-01", + "amount_hkd_billion": 689.7059 + }, + { + "period": "2026-02", + "amount_hkd_billion": 905.7481 + }, + { + "period": "2026-03", + "amount_hkd_billion": 590.2233 + } + ], + "cumulative": [ + { + "period": "2026-01-05", + "amount_hkd_billion": 187.2292 + }, + { + "period": "2026-01-06", + "amount_hkd_billion": 216.015 + }, + { + "period": "2026-01-07", + "amount_hkd_billion": 307.7984 + }, + { + "period": "2026-01-08", + "amount_hkd_billion": 258.7892 + }, + { + "period": "2026-01-09", + "amount_hkd_billion": 326.9414 + }, + { + "period": "2026-01-12", + "amount_hkd_billion": 400.0002 + }, + { + "period": "2026-01-13", + "amount_hkd_billion": 412.9644 + }, + { + "period": "2026-01-14", + "amount_hkd_billion": 441.6182 + }, + { + "period": "2026-01-15", + "amount_hkd_billion": 426.4645 + }, + { + "period": "2026-01-16", + "amount_hkd_billion": 427.4003 + }, + { + "period": "2026-01-19", + "amount_hkd_billion": 450.3155 + }, + { + "period": "2026-01-20", + "amount_hkd_billion": 486.9413 + }, + { + "period": "2026-01-21", + "amount_hkd_billion": 626.2415 + }, + { + "period": "2026-01-22", + "amount_hkd_billion": 678.6353 + }, + { + "period": "2026-01-23", + "amount_hkd_billion": 662.6285 + }, + { + "period": "2026-01-26", + "amount_hkd_billion": 654.3735 + }, + { + "period": "2026-01-27", + "amount_hkd_billion": 648.0282 + }, + { + "period": "2026-01-28", + "amount_hkd_billion": 613.7543 + }, + { + "period": "2026-01-29", + "amount_hkd_billion": 657.4904 + }, + { + "period": "2026-01-30", + "amount_hkd_billion": 689.7059 + }, + { + "period": "2026-02-02", + "amount_hkd_billion": 708.7773 + }, + { + "period": "2026-02-03", + "amount_hkd_billion": 718.2996 + }, + { + "period": "2026-02-04", + "amount_hkd_billion": 852.0273 + }, + { + "period": "2026-02-05", + "amount_hkd_billion": 1101.802 + }, + { + "period": "2026-02-06", + "amount_hkd_billion": 1250.3936 + }, + { + "period": "2026-02-09", + "amount_hkd_billion": 1231.5285 + }, + { + "period": "2026-02-10", + "amount_hkd_billion": 1232.375 + }, + { + "period": "2026-02-11", + "amount_hkd_billion": 1280.5368 + }, + { + "period": "2026-02-12", + "amount_hkd_billion": 1326.2094 + }, + { + "period": "2026-02-13", + "amount_hkd_billion": 1528.4008 + }, + { + "period": "2026-02-24", + "amount_hkd_billion": 1559.7087 + }, + { + "period": "2026-02-25", + "amount_hkd_billion": 1519.1418 + }, + { + "period": "2026-02-26", + "amount_hkd_billion": 1445.4823 + }, + { + "period": "2026-02-27", + "amount_hkd_billion": 1595.454 + }, + { + "period": "2026-03-02", + "amount_hkd_billion": 1757.592 + }, + { + "period": "2026-03-03", + "amount_hkd_billion": 1818.4044 + }, + { + "period": "2026-03-04", + "amount_hkd_billion": 1813.7441 + }, + { + "period": "2026-03-05", + "amount_hkd_billion": 1536.3962 + }, + { + "period": "2026-03-06", + "amount_hkd_billion": 1514.5174 + }, + { + "period": "2026-03-09", + "amount_hkd_billion": 1886.6476 + }, + { + "period": "2026-03-10", + "amount_hkd_billion": 1707.1201 + }, + { + "period": "2026-03-11", + "amount_hkd_billion": 1741.6041 + }, + { + "period": "2026-03-12", + "amount_hkd_billion": 1854.4308 + }, + { + "period": "2026-03-13", + "amount_hkd_billion": 2038.9158 + }, + { + "period": "2026-03-16", + "amount_hkd_billion": 2026.4184 + }, + { + "period": "2026-03-17", + "amount_hkd_billion": 1911.6118 + }, + { + "period": "2026-03-18", + 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b/backend/data/push_records/records.json new file mode 100644 index 0000000..7de60b9 --- /dev/null +++ b/backend/data/push_records/records.json @@ -0,0 +1,208 @@ +{ + "records": [ + { + "id": "push-83e1a18f8993", + "triggered_at": "2026-03-20T16:18:54+08:00", + "push_type": "email", + "rule_code": "manual_compact_strategy_test", + "trigger_value_hkd_billion": -212.0734, + "description": "用于发送简版正式样式邮件。", + "email_subject": "[南向资金监控] 2026-03-20 港股操作建议", + "email_summary": "2026-03-20 南向资金当前净流入 -212.0734 亿港元，5分钟净变化 +0.0000 亿港元，统计区间累计 2185.6773 亿港元。", + "status": "sent", + "error_message": null + }, + { + "id": "push-1c53ffb5cc92", + "triggered_at": "2026-03-20T16:17:45+08:00", + "push_type": "email", + "rule_code": "manual_strategy_test", + "trigger_value_hkd_billion": -212.0734, + "description": "用于测试邮件中的策略建议展示。", + "email_subject": "[南向资金监控] 2026-03-20 港股操作建议测试邮件", + "email_summary": "2026-03-20 南向资金当前净流入 -212.0734 亿港元，5分钟净变化 +0.0000 亿港元，统计区间累计 2185.6773 亿港元。", + "status": "sent", + 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"manual_strategy_test", + "trigger_value_hkd_billion": -212.0734, + "description": "用于测试邮件中的策略建议展示。", + "email_subject": "[南向资金监控] 2026-03-20 港股操作建议测试邮件", + "email_summary": "2026-03-20 南向资金当前净流入 -212.0734 亿港元，5分钟净变化 -0.0484 亿港元，统计区间累计 2185.6773 亿港元。", + "status": "sent", + "error_message": null + }, + { + "id": "push-7ab2400e1f9b", + "triggered_at": "2026-03-20T16:05:01+08:00", + "push_type": "email", + "rule_code": "manual_strategy_test", + "trigger_value_hkd_billion": -212.0734, + "description": "用于测试邮件中的策略建议展示。", + "email_subject": "[南向资金监控] 2026-03-20 港股操作建议测试邮件", + "email_summary": "2026-03-20 南向资金当前净流入 -212.0734 亿港元，5分钟净变化 -5.1387 亿港元，统计区间累计 2185.6773 亿港元。", + "status": "sent", + "error_message": null + }, + { + "id": "push-51b240cdf8cf", + "triggered_at": "2026-03-20T15:59:03+08:00", + "push_type": "email", + "rule_code": "five_minute_flow", + "trigger_value_hkd_billion": -17.5542, + "description": "5分钟净变化流出 -17.5542 亿港元。", + "email_subject": "[南向资金监控] 2026-03-20 5分钟快速流出 17.5542 亿港元", + "email_summary": "5分钟净变化 17.5542 亿港元，超过阈值 5.0000 亿港元。", + "status": "sent", + "error_message": null + }, + { + "id": "push-5060b1e1e213", + "triggered_at": "2026-03-20T15:58:01+08:00", + "push_type": "email", + "rule_code": "manual_strategy_test", + "trigger_value_hkd_billion": -201.5564, + "description": "用于测试邮件中的策略建议展示。", + "email_subject": "[南向资金监控] 2026-03-20 港股操作建议测试邮件", + "email_summary": "2026-03-20 南向资金当前净流入 -201.5564 亿港元，5分钟净变化 -20.6549 亿港元，统计区间累计 2185.6773 亿港元。", + "status": "sent", + "error_message": null + }, + { + "id": "push-ce3f08930d15", + "triggered_at": "2026-03-20T15:56:33+08:00", + "push_type": "email", + "rule_code": "threshold_break", + "trigger_value_hkd_billion": -201.5564, + "description": "累计净流出突破 200 亿港元。", + "email_subject": "[南向资金监控] 2026-03-20 南向净流出突破 200 亿港元", + "email_summary": "当前累计净流出 201.5564 亿港元，突破 200 亿港元档位。", + "status": "sent", + "error_message": null + }, + { + "id": "push-26ace3b6f4aa", + "triggered_at": "2026-03-20T15:51:44+08:00", + "push_type": "email", + "rule_code": "five_minute_flow", + "trigger_value_hkd_billion": -24.4801, + "description": "5分钟净变化流出 -24.4801 亿港元。", + "email_subject": "[南向资金监控] 2026-03-20 5分钟快速流出 24.4801 亿港元", + "email_summary": "5分钟净变化 24.4801 亿港元，超过阈值 5.0000 亿港元。", + "status": "sent", + "error_message": null + }, + { + "id": "push-82f8994fb6b7", + "triggered_at": "2026-03-20T15:51:41+08:00", + "push_type": "email", + "rule_code": "threshold_break", + "trigger_value_hkd_billion": -180.9015, + "description": "累计净流出突破 160 亿港元。", + "email_subject": "[南向资金监控] 2026-03-20 南向净流出突破 160 亿港元", + "email_summary": "当前累计净流出 180.9015 亿港元，突破 160 亿港元档位。", + "status": "sent", + "error_message": null + }, + { + "id": "push-f97c29cd1859", + "triggered_at": "2026-03-20T15:51:37+08:00", + "push_type": "email", + "rule_code": "threshold_break", + "trigger_value_hkd_billion": -180.9015, + "description": "累计净流出突破 120 亿港元。", + "email_subject": "[南向资金监控] 2026-03-20 南向净流出突破 120 亿港元", + "email_summary": "当前累计净流出 180.9015 亿港元，突破 120 亿港元档位。", + "status": "sent", + "error_message": null + }, + { + "id": "push-f94535abb4a3", + "triggered_at": "2026-03-20T15:51:34+08:00", + "push_type": "email", + "rule_code": "threshold_break", + "trigger_value_hkd_billion": -180.9015, + "description": "累计净流出突破 80 亿港元。", + "email_subject": "[南向资金监控] 2026-03-20 南向净流出突破 80 亿港元", + "email_summary": "当前累计净流出 180.9015 亿港元，突破 80 亿港元档位。", + "status": "sent", + "error_message": null + }, + { + "id": "push-8c60a61c28a8", + "triggered_at": "2026-03-20T15:51:31+08:00", + "push_type": "email", + "rule_code": "threshold_break", + "trigger_value_hkd_billion": -180.9015, + "description": "累计净流出突破 40 亿港元。", + "email_subject": "[南向资金监控] 2026-03-20 南向净流出突破 40 亿港元", + "email_summary": "当前累计净流出 180.9015 亿港元，突破 40 亿港元档位。", + "status": "sent", + "error_message": null + }, + { + "id": "push-9ef1573a1ba3", + "triggered_at": "2026-03-20T15:44:45+08:00", + "push_type": "email", + "rule_code": "five_minute_flow", + "trigger_value_hkd_billion": -15.4702, + "description": "5分钟净变化流出 -15.4702 亿港元。", + "email_subject": "[南向资金监控] 2026-03-20 5分钟快速流出 15.4702 亿港元", + "email_summary": "5分钟净变化 15.4702 亿港元，超过阈值 15.0000 亿港元。", + "status": "sent", + "error_message": null + }, + { + "id": "push-7fe60b002fc4", + "triggered_at": "2026-03-19T21:45:39+08:00", + "push_type": "email", + "rule_code": "manual_test_close_snapshot", + "trigger_value_hkd_billion": 261.9002, + "description": "手动测试邮件：2026-03-19 南向资金收盘净流入 261.9002 亿港元。", + "email_subject": "[南向资金监控] 2026-03-19 南向净流入 261.9002 亿港元（测试）", + "email_summary": "2026-03-19 南向资金净流入 261.9002 亿港元，沪股通 170.1384 亿，深股通 91.7618 亿。", + "status": "sent", + "error_message": null + }, + { + "id": "push-c429d5c43635", + "triggered_at": "2026-03-19T21:44:27+08:00", + "push_type": "email", + "rule_code": "manual_test_close_snapshot", + "trigger_value_hkd_billion": 261.9002, + "description": "手动测试邮件：2026-03-19 南向资金收盘净流入 261.9002 亿港元。", + "email_subject": "[南向资金监控] 2026-03-19 南向净流入 261.9002 亿港元（测试）", + "email_summary": "2026-03-19 南向资金净流入 261.9002 亿港元，沪股通 170.1384 亿，深股通 91.7618 亿。", + "status": "sent", + "error_message": null + } + ] +} \ No newline at end of file diff --git a/backend/data/raw_payloads/ashare_index_daily_backfill_2026-03-20.json b/backend/data/raw_payloads/ashare_index_daily_backfill_2026-03-20.json new file mode 100644 index 0000000..bdaf59d --- /dev/null +++ b/backend/data/raw_payloads/ashare_index_daily_backfill_2026-03-20.json @@ -0,0 +1,947 @@ +{ + "000001": { + "rc": 0, + "rt": 22, + "svr": 177617934, + "lt": 1, + "full": 0, + "dlmkts": "", + "data": { + "code": "000001", + "market": 1, + "name": "上证指数", + "klines": [ + "2025-09-15,-33748914176.0,22352523264.0,11396390912.0,-7740321792.0,-26008592384.0,-3.42,2.27,1.16,-0.78,-2.64,3860.50,-0.26", + "2025-09-16,-32590835712.0,28096704512.0,4494127104.0,-13642182656.0,-18948653056.0,-3.29,2.84,0.45,-1.38,-1.91,3861.87,0.04", + 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"16:04,-1467216.14,3740869.83,-653517.54,5208085.97,-2120733.68,2088923.20,2742440.74,5829793.03,7950526.71", + "16:05,-1467216.14,3740869.83,-653517.54,5208085.97,-2120733.68,2088923.20,2742440.74,5829793.03,7950526.71", + "16:06,-1467216.14,3740869.83,-653517.54,5208085.97,-2120733.68,2088923.20,2742440.74,5829793.03,7950526.71", + "16:07,-1467216.14,3740869.83,-653517.54,5208085.97,-2120733.68,2088923.20,2742440.74,5829793.03,7950526.71", + "16:08,-1467216.14,3740869.83,-653517.54,5208085.97,-2120733.68,2088923.20,2742440.74,5829793.03,7950526.71", + "16:09,-,-,-,-,-,-,-,-,-", + "16:10,-,-,-,-,-,-,-,-,-" + ], + "s2nDate": "2026-03-20", + "n2sDate": "2026-03-20" + } +} \ No newline at end of file diff --git a/backend/data/source_diagnostics.json b/backend/data/source_diagnostics.json new file mode 100644 index 0000000..03e8d17 --- /dev/null +++ b/backend/data/source_diagnostics.json @@ -0,0 +1,10 @@ +{ + "source_name": "东方财富", + "realtime_available": true, + "historical_available": true, + "last_success_at": "2026-03-20T16:08:31+08:00", + "last_failure_at": null, + "last_error_reason": null, + "last_success_url": "https://datacenter-web.eastmoney.com/api/data/v1/get", + "last_persisted_at": "2026-03-20T16:08:31+08:00" +} \ No newline at end of file diff --git a/backend/data/source_probe_results.json b/backend/data/source_probe_results.json new file mode 100644 index 0000000..3e44f11 --- /dev/null +++ b/backend/data/source_probe_results.json @@ -0,0 +1,93 @@ +{ + "generated_at_utc": "2026-03-19T12:14:42.301838+00:00", + "results": [ + { + "source": "eastmoney", + "page_url": "https://data.eastmoney.com/hsgtV2/hsgtDetail/scgkDetail_nx.html", + "fetched": true, + "status_code": 200, + "title": "沪深港通持股 _ 数据中心 _ 东方财富网", + "latest_date": "2026-03-19", + "direct_table_access": true, + "pagination_access": true, + "realtime_hint": true, + "notes": [ + "公开页面可访问。", + "页面文案包含南向资金、港股通(沪)、港股通(深)。", + "页面中检出日期 2026-03-19。" + ], + "error": null, + "extracted": { + "contains_southbound": true, + "contains_shanghai": true, + "contains_shenzhen": true, + "contains_today_net_buy": false + } + }, + { + "source": "zhitong", + "page_url": "https://www.zhitongcaijing.com/content/detail/1295067.html", + "fetched": true, + "status_code": 200, + "title": "智通港股通资金流向统计(T+2)|5月20日", + "latest_date": "2025-05-20", + "direct_table_access": false, + "pagination_access": false, + "realtime_hint": false, + "notes": [ + "站点可访问，但当前命中的是资讯文章页。", + "页面语义更偏新闻/统计解读，不是可直接分页拉取的标准数据表。", + "页面明确指向 T+2 或延迟数据。" + ], + "error": null, + "extracted": { + "contains_t_plus_2": true, + "contains_delay_notice": true, + "contains_southbound": true + } + }, + { + "source": "wind", + "page_url": "https://www.wind.com.cn/portal/zh/WFT/index.html", + "fetched": true, + "status_code": 200, + "title": "万得 - 金融终端", + "latest_date": null, + "direct_table_access": false, + "pagination_access": false, + "realtime_hint": true, + "notes": [ + "官方产品页可访问。", + "当前拿到的是产品介绍页，不是公开南向资金网页数据表。", + "页面包含 API/客户端能力描述，说明数据更可能通过授权终端或接口获取。" + ], + "error": null, + "extracted": { + "contains_client_api": true, + "contains_excel_plugin": true, + "contains_terminal": true + } + }, + { + "source": "ths_reference", + "page_url": "https://data.10jqka.com.cn/hgt/ggtb/", + "fetched": true, + "status_code": 200, + "title": "港股通(沪)-数据中心-同花顺财经", + "latest_date": "2024-08-16", + "direct_table_access": true, + "pagination_access": true, + "realtime_hint": false, + "notes": [ + "同花顺公开 HTML 历史表可抓取。", + "分页可通过非 ajax=1 直达 URL 访问。" + ], + "error": null, + "extracted": { + "page_info": "1/206", + "page_2_first_date": "2024-08-02", + "latest_date": "2024-08-16" + } + } + ] +} \ No newline at end of file diff --git a/backend/data/system_config.json b/backend/data/system_config.json new file mode 100644 index 0000000..463d008 --- /dev/null +++ b/backend/data/system_config.json @@ -0,0 +1,30 @@ +{ + "product_name": "南向资金监控平台", + "timezone": "Asia/Shanghai", + "source_name": "东方财富", + "source_strategy": "已接入东方财富历史与实时公开接口；历史来自 datacenter-web，实时来自 push2。", + "realtime_collection_interval_seconds": 60, + "history_backfill_start_date": "2026-01-01", + "threshold_step_hkd_billion": 40, + "five_minute_flow_alert_hkd_billion": 5, + "five_minute_window_minutes": 5, + "five_minute_cooldown_minutes": 5, + "email_enabled": true, + "sender_email": "1807754808@qq.com", + "smtp_username": "1807754808@qq.com", + "smtp_password": "hfyltsqfbmvzegfe", + "smtp_host": "smtp.qq.com", + "smtp_port": 465, + "recipients": [ + "1807754808@qq.com" + ], + "storage_backend": "mysql", + "mysql_enabled": true, + "mysql_host": "152.136.100.182", + "mysql_port": 3306, + "mysql_database": "zijin", + "mysql_username": "root", + "mysql_password": "4a3986024e6662f9e571782ece1587298291d18925b44f1f", + "mysql_charset": "utf8mb4", + "strategy_prompt": "你是一个关于恒生股市的专家，了解A股、美股及海外股市的关系，结合恒生市场的最新消息，结合当前的资金情况，给出当前的操作建议" +} diff --git a/backend/requirements.txt b/backend/requirements.txt new file mode 100644 index 0000000..8e9fda1 --- /dev/null +++ b/backend/requirements.txt @@ -0,0 +1,4 @@ +fastapi==0.116.1 +uvicorn==0.35.0 +pydantic==2.11.7 +PyMySQL==1.1.1 diff --git a/backend/test/probe_results.json b/backend/test/probe_results.json new file mode 100644 index 0000000..0446e42 --- /dev/null +++ b/backend/test/probe_results.json @@ -0,0 +1,86 @@ +[ + { + "name": "institutions", + "url": "https://api.wmcloud.com/data/v1/api/moneyflow/getMoneyFlow.json", + "params": { + "tradeDate": "2026-03-19", + "field": "tradeDate,secID,instNetFlow,retailNetFlow,instBuyCash,instSellCash" + }, + "status_code": 200, + "headers": { + "Server": "nginx", + "Date": "Thu, 19 Mar 2026 14:21:57 GMT", + "Content-Type": "application/json;charset=utf8", + "Content-Length": "40", + "Connection": "keep-alive", + "Set-Cookie": "cloud-anonymous-token=1a422c2c29a9465a9469a75c7e092970;Path=/;Domain=.datayes.com;Expires=Wed, 17-Jun-2026 14:21:57 GMT", + "Expires": "Thu, 01 Jan 1970 00:00:00 GMT", + "DYes-Rsp-count": "0", + "Access-Control-Allow-Credentials": "true", + "Access-Control-Allow-Methods": "GET,POST,HEAD,PUT,OPTIONS,DELETE,TRACE,CONNECT,MOVE,PROXY", + "Access-Control-Allow-Headers": "authorization,Access-Control-Allow-Origin,Content-Type,Cookie,Cache-Control,Connection,Accept-Language,Accept-Encoding,Accept,Pragma,Referer,User-Agent,DNT,Host,Accept-Charset,AccessToken,Pms-Mac-Addr,X-Requested-With", + "Strict-Transport-Security": "max-age=31536000" + }, + "body": { + "retCode": -12, + "retMsg": "API Not Found" + }, + "description": "Main/Institution vs retail capital flow summary." + }, + { + "name": "blocks", + "url": "https://api.wmcloud.com/data/v1/api/moneyflow/getBlockMoneyFlow.json", + "params": { + "tradeDate": "2026-03-19", + "field": "tradeDate,industryName,blockNetFlow,blockBuyCash,blockSellCash" + }, + "status_code": 200, + "headers": { + "Server": "nginx", + "Date": "Thu, 19 Mar 2026 14:21:58 GMT", + "Content-Type": "application/json;charset=utf8", + "Content-Length": "40", + "Connection": "keep-alive", + "Set-Cookie": "cloud-anonymous-token=7491f7e8d13644cbbe311aa8f2ce9b4d;Path=/;Domain=.datayes.com;Expires=Wed, 17-Jun-2026 14:21:58 GMT", + "Expires": "Thu, 01 Jan 1970 00:00:00 GMT", + "DYes-Rsp-count": "0", + "Access-Control-Allow-Credentials": "true", + "Access-Control-Allow-Methods": "GET,POST,HEAD,PUT,OPTIONS,DELETE,TRACE,CONNECT,MOVE,PROXY", + "Access-Control-Allow-Headers": "authorization,Access-Control-Allow-Origin,Content-Type,Cookie,Cache-Control,Connection,Accept-Language,Accept-Encoding,Accept,Pragma,Referer,User-Agent,DNT,Host,Accept-Charset,AccessToken,Pms-Mac-Addr,X-Requested-With", + "Strict-Transport-Security": "max-age=31536000" + }, + "body": { + "retCode": -12, + "retMsg": "API Not Found" + }, + "description": "Block/sector capital inflows and outflows." + }, + { + "name": "indices", + "url": "https://api.wmcloud.com/data/v1/api/moneyflow/getIndexMoneyFlow.json", + "params": { + "tradeDate": "2026-03-19", + "field": "tradeDate,indexName,indexNetFlow,indexBuyCash,indexSellCash" + }, + "status_code": 200, + "headers": { + "Server": "nginx", + "Date": "Thu, 19 Mar 2026 14:21:58 GMT", + "Content-Type": "application/json;charset=utf8", + "Content-Length": "40", + "Connection": "keep-alive", + "Set-Cookie": "cloud-anonymous-token=83e9f966c3594f2a87dd9bfcfaa9b45c;Path=/;Domain=.datayes.com;Expires=Wed, 17-Jun-2026 14:21:58 GMT", + "Expires": "Thu, 01 Jan 1970 00:00:00 GMT", + "DYes-Rsp-count": "0", + "Access-Control-Allow-Credentials": "true", + "Access-Control-Allow-Methods": "GET,POST,HEAD,PUT,OPTIONS,DELETE,TRACE,CONNECT,MOVE,PROXY", + "Access-Control-Allow-Headers": "authorization,Access-Control-Allow-Origin,Content-Type,Cookie,Cache-Control,Connection,Accept-Language,Accept-Encoding,Accept,Pragma,Referer,User-Agent,DNT,Host,Accept-Charset,AccessToken,Pms-Mac-Addr,X-Requested-With", + "Strict-Transport-Security": "max-age=31536000" + }, + "body": { + "retCode": -12, + "retMsg": "API Not Found" + }, + "description": "Broad index capital flow overview." + } +] \ No newline at end of file diff --git a/backend/test/requirements.txt b/backend/test/requirements.txt new file mode 100644 index 0000000..535409c --- /dev/null +++ b/backend/test/requirements.txt @@ -0,0 +1 @@ +requests>=2.31 diff --git a/backend/test/wind_data_probe.py b/backend/test/wind_data_probe.py new file mode 100644 index 0000000..761394a --- /dev/null +++ b/backend/test/wind_data_probe.py @@ -0,0 +1,95 @@ +import argparse +import json +import os +from pathlib import Path +from typing import Any + +import requests + + +API_ENDPOINTS = [ + { + "name": "institutions", + "description": "Main/Institution vs retail capital flow summary.", + "path": "/data/v1/api/moneyflow/getMoneyFlow.json", + "params": { + "tradeDate": None, + "field": "tradeDate,secID,instNetFlow,retailNetFlow,instBuyCash,instSellCash", + }, + }, + { + "name": "blocks", + "description": "Block/sector capital inflows and outflows.", + "path": "/data/v1/api/moneyflow/getBlockMoneyFlow.json", + "params": { + "tradeDate": None, + "field": "tradeDate,industryName,blockNetFlow,blockBuyCash,blockSellCash", + }, + }, + { + "name": "indices", + "description": "Broad index capital flow overview.", + "path": "/data/v1/api/moneyflow/getIndexMoneyFlow.json", + "params": { + "tradeDate": None, + "field": "tradeDate,indexName,indexNetFlow,indexBuyCash,indexSellCash", + }, + }, +] + + +def probe_endpoint( + base_url: str, token: str | None, endpoint: dict[str, Any], default_trade_date: str +) -> dict[str, Any]: + params = {**endpoint["params"]} + params["tradeDate"] = params["tradeDate"] or default_trade_date + url = f"{base_url}{endpoint['path']}" + headers = {} + if token: + headers["Authorization"] = f"Bearer {token}" + response = requests.get(url, headers=headers, params=params, timeout=20) + try: + body = response.json() + except ValueError: + body = response.text + + return { + "name": endpoint["name"], + "url": url, + "params": params, + "status_code": response.status_code, + "headers": dict(response.headers), + "body": body, + "description": endpoint["description"], + } + + +def main() -> None: + parser = argparse.ArgumentParser(description="Probe Wind/WMCloud capital flow endpoints.") + parser.add_argument("--trade-date", default="2026-03-19") + parser.add_argument("--out", default="probe_results.json") + parser.add_argument("--base-url", default="https://api.wmcloud.com") + args = parser.parse_args() + + token = os.environ.get("WIND_API_TOKEN") + results: list[dict[str, Any]] = [] + + for endpoint in API_ENDPOINTS: + try: + result = probe_endpoint(args.base_url, token, endpoint, args.trade_date) + except requests.RequestException as exc: + result = { + "name": endpoint["name"], + "description": endpoint["description"], + "error": str(exc), + "url": f"{args.base_url}{endpoint['path']}", + } + results.append(result) + + out_path = Path(__file__).resolve().parent / args.out + out_path.write_text(json.dumps(results, ensure_ascii=False, indent=2), encoding="utf-8") + print(out_path) + + +if __name__ == "__main__": + main() diff --git a/frontend/index.html b/frontend/index.html new file mode 100644 index 0000000..6930227 --- /dev/null +++ b/frontend/index.html @@ -0,0 +1,15 @@ + + + + + + 资金监控页面 + + + + + + +
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"vite", + "build": "vue-tsc --noEmit && vite build" + }, + "dependencies": { + "vue": "^3.5.13" + }, + "devDependencies": { + "@vitejs/plugin-vue": "^5.2.1", + "typescript": "^5.7.3", + "vite": "^6.3.5", + "vue-tsc": "^2.2.8" + } +} diff --git a/frontend/src/App.vue b/frontend/src/App.vue new file mode 100644 index 0000000..74d97c7 --- /dev/null +++ b/frontend/src/App.vue @@ -0,0 +1,37 @@ + + + diff --git a/frontend/src/assets/main.css b/frontend/src/assets/main.css new file mode 100644 index 0000000..88dd428 --- /dev/null +++ b/frontend/src/assets/main.css @@ -0,0 +1,45 @@ +:root { + --font-display: 'Noto Serif SC', serif; + --font-body: 'IBM Plex Sans', sans-serif; + --color-bg: #04070d; + --color-panel: #08101d; + --color-text: #f4efe2; + --color-text-muted: rgba(244, 239, 226, 0.72); + --color-text-subtle: rgba(244, 239, 226, 0.54); + --color-accent: #d6ad47; + --color-accent-soft: #ead39d; +} + +* { + box-sizing: border-box; +} + +html { + color-scheme: dark; + height: 100%; + overflow: hidden; +} + +body { + height: 100%; + margin: 0; + background: var(--color-bg); + color: var(--color-text); + font-family: var(--font-body); + overflow: hidden; +} + +#app { + height: 100%; +} + +button, +input, +textarea, +select { + font: inherit; +} + +a { + color: inherit; +} diff --git a/frontend/src/components/ashare/AShareCategoryPanel.vue b/frontend/src/components/ashare/AShareCategoryPanel.vue new file mode 100644 index 0000000..138b645 --- /dev/null +++ b/frontend/src/components/ashare/AShareCategoryPanel.vue @@ -0,0 +1,153 @@ + + + + + diff --git a/frontend/src/components/ashare/AShareFlowTable.vue b/frontend/src/components/ashare/AShareFlowTable.vue new file mode 100644 index 0000000..9d8101e --- /dev/null +++ b/frontend/src/components/ashare/AShareFlowTable.vue @@ -0,0 +1,331 @@ + + + + + diff --git a/frontend/src/components/ashare/AShareMonitorPage.vue b/frontend/src/components/ashare/AShareMonitorPage.vue new file mode 100644 index 0000000..ef40229 --- /dev/null +++ b/frontend/src/components/ashare/AShareMonitorPage.vue @@ -0,0 +1,392 @@ + + + + + diff --git a/frontend/src/components/dashboard/AppHeader.vue b/frontend/src/components/dashboard/AppHeader.vue new file mode 100644 index 0000000..e407990 --- /dev/null +++ b/frontend/src/components/dashboard/AppHeader.vue @@ -0,0 +1,108 @@ + + + + + diff --git a/frontend/src/components/dashboard/HistoryPanel.vue b/frontend/src/components/dashboard/HistoryPanel.vue new file mode 100644 index 0000000..926840d --- /dev/null +++ b/frontend/src/components/dashboard/HistoryPanel.vue @@ -0,0 +1,287 @@ + + + + + diff --git a/frontend/src/components/dashboard/MetricCard.vue b/frontend/src/components/dashboard/MetricCard.vue new file mode 100644 index 0000000..74821fa --- /dev/null +++ b/frontend/src/components/dashboard/MetricCard.vue @@ -0,0 +1,43 @@ + + + + + diff --git a/frontend/src/components/dashboard/OverviewPanel.vue b/frontend/src/components/dashboard/OverviewPanel.vue new file mode 100644 index 0000000..85e2aae --- /dev/null +++ b/frontend/src/components/dashboard/OverviewPanel.vue @@ -0,0 +1,252 @@ + + + + + diff --git a/frontend/src/components/dashboard/PushRecordsPanel.vue b/frontend/src/components/dashboard/PushRecordsPanel.vue new file mode 100644 index 0000000..a8b5925 --- /dev/null +++ b/frontend/src/components/dashboard/PushRecordsPanel.vue @@ -0,0 +1,239 @@ + + + + + diff --git a/frontend/src/components/dashboard/RulesPanel.vue b/frontend/src/components/dashboard/RulesPanel.vue new file mode 100644 index 0000000..953e5e5 --- /dev/null +++ b/frontend/src/components/dashboard/RulesPanel.vue @@ -0,0 +1,144 @@ + + + + + diff --git a/frontend/src/components/dashboard/TrendChart.vue b/frontend/src/components/dashboard/TrendChart.vue new file mode 100644 index 0000000..30a85fe --- /dev/null +++ b/frontend/src/components/dashboard/TrendChart.vue @@ -0,0 +1,555 @@ + + + + + diff --git a/frontend/src/components/home/HomePortal.vue b/frontend/src/components/home/HomePortal.vue new file mode 100644 index 0000000..2a2543f --- /dev/null +++ b/frontend/src/components/home/HomePortal.vue @@ -0,0 +1,126 @@ + + + + + diff --git a/frontend/src/components/home/PortalCard.vue b/frontend/src/components/home/PortalCard.vue new file mode 100644 index 0000000..4951fd7 --- /dev/null +++ b/frontend/src/components/home/PortalCard.vue @@ -0,0 +1,92 @@ + + + + + diff --git a/frontend/src/components/southbound/SouthboundWorkspace.vue b/frontend/src/components/southbound/SouthboundWorkspace.vue new file mode 100644 index 0000000..c1f3c8a --- /dev/null +++ b/frontend/src/components/southbound/SouthboundWorkspace.vue @@ -0,0 +1,207 @@ + + + + + diff --git a/frontend/src/composables/useAShareData.ts b/frontend/src/composables/useAShareData.ts new file mode 100644 index 0000000..ac88a33 --- /dev/null +++ b/frontend/src/composables/useAShareData.ts @@ -0,0 +1,84 @@ +import { computed, shallowRef } from 'vue' +import type { AShareIndexFlowResponse, AShareSectorFlowResponse } from '../types/api' + +const API_BASE = 'http://127.0.0.1:10000/api' + +interface AShareState { + loading: boolean + error: string | null + warnings: string[] + indexRealtime: AShareIndexFlowResponse | null + sectorRealtime: AShareSectorFlowResponse | null +} + +async function fetchJson(path: string, timeoutMs = 10000): Promise { + const controller = new AbortController() + const timeout = window.setTimeout(() => controller.abort(), timeoutMs) + + try { + const response = await fetch(`${API_BASE}${path}`, { signal: controller.signal }) + if (!response.ok) { + throw new Error(`请求失败: ${response.status}`) + } + return response.json() as Promise + } finally { + window.clearTimeout(timeout) + } +} + +export function useAShareData() { + const state = shallowRef({ + loading: true, + error: null, + warnings: [], + indexRealtime: null, + sectorRealtime: null + }) + + async function load() { + state.value = { ...state.value, loading: true, error: null, warnings: [] } + + try { + const indexRealtime = await fetchJson('/ashare/index-flows/realtime') + state.value = { + ...state.value, + loading: false, + error: null, + warnings: [], + indexRealtime, + sectorRealtime: null + } + + try { + const sectorRealtime = await fetchJson( + '/ashare/sector-flows/realtime', + 12000 + ) + state.value = { + ...state.value, + sectorRealtime + } + } catch { + state.value = { + ...state.value, + warnings: ['板块资金接口本次请求超时，页面先展示指数数据，可稍后刷新重试。'] + } + } + } catch (error) { + state.value = { + ...state.value, + loading: false, + warnings: [], + error: error instanceof Error ? error.message : '未知错误' + } + } + } + + const hasData = computed(() => Boolean(state.value.indexRealtime)) + + return { + state, + hasData, + load + } +} diff --git a/frontend/src/composables/useDashboardData.ts b/frontend/src/composables/useDashboardData.ts new file mode 100644 index 0000000..64d5344 --- /dev/null +++ b/frontend/src/composables/useDashboardData.ts @@ -0,0 +1,72 @@ +import { computed, shallowRef } from 'vue' +import type { + HistoryResponse, + MetaResponse, + OverviewResponse, + PushRecord +} from '../types/api' + +const API_BASE = 'http://127.0.0.1:10000/api' + +interface DashboardState { + loading: boolean + error: string | null + meta: MetaResponse | null + overview: OverviewResponse | null + history: HistoryResponse | null + pushRecords: PushRecord[] +} + +async function fetchJson(path: string): Promise { + const response = await fetch(`${API_BASE}${path}`) + if (!response.ok) { + throw new Error(`请求失败: ${response.status}`) + } + return response.json() as Promise +} + +export function useDashboardData() { + const state = shallowRef({ + loading: true, + error: null, + meta: null, + overview: null, + history: null, + pushRecords: [] + }) + + async function load() { + state.value = { ...state.value, loading: true, error: null } + try { + const [meta, overview, history, pushRecordsResponse] = await Promise.all([ + fetchJson('/meta'), + fetchJson('/overview'), + fetchJson('/history'), + fetchJson<{ records: PushRecord[] }>('/push-records') + ]) + + state.value = { + loading: false, + error: null, + meta, + overview, + history, + pushRecords: pushRecordsResponse.records + } + } catch (error) { + state.value = { + ...state.value, + loading: false, + error: error instanceof Error ? error.message : '未知错误' + } + } + } + + const hasData = computed(() => Boolean(state.value.meta && state.value.overview)) + + return { + state, + hasData, + load + } +} diff --git a/frontend/src/main.ts b/frontend/src/main.ts new file mode 100644 index 0000000..7ebb8d9 --- /dev/null +++ b/frontend/src/main.ts @@ -0,0 +1,5 @@ +import { createApp } from 'vue' +import App from './App.vue' +import './assets/main.css' + +createApp(App).mount('#app') diff --git a/frontend/src/types/api.ts b/frontend/src/types/api.ts new file mode 100644 index 0000000..c291652 --- /dev/null +++ b/frontend/src/types/api.ts @@ -0,0 +1,193 @@ +export type Precision = 'realtime_exact' | 'close_final' | 'historical_exact' | 'unavailable' +export type MarketState = + | 'pre_open' + | 'trading_am' + | 'midday_break' + | 'trading_pm' + | 'finalizing' + | 'closed' + +export interface ValueWithStatus { + amount_hkd_billion: number | null + precision: Precision + label: string +} + +export interface OverviewSnapshot { + trade_date: string + snapshot_time: string | null + market_state: MarketState + total_net_inflow: ValueWithStatus + cumulative_net_inflow: ValueWithStatus + shanghai_net_inflow: ValueWithStatus + shenzhen_net_inflow: ValueWithStatus + buy_amount: ValueWithStatus + sell_amount: ValueWithStatus + net_buy_amount: ValueWithStatus + one_min_change: ValueWithStatus + five_min_change: ValueWithStatus + threshold_progress: number + next_threshold_hkd_billion: number + source_name: string + source_url: string | null + updated_at: string | null + unavailable_reason: string | null +} + +export interface TimelinePoint { + timestamp: string + amount_hkd_billion: number | null + precision: Precision +} + +export interface BenchmarkTimelinePoint { + timestamp: string + value: number | null +} + +export interface BenchmarkTimelineSeries { + key: string + label: string + unit: string + detail_url: string | null + points: BenchmarkTimelinePoint[] +} + +export interface PushRecord { + id: string + triggered_at: string + push_type: string + rule_code: string + trigger_value_hkd_billion: number | null + description: string + email_subject: string + email_summary: string + status: 'pending' | 'sent' | 'failed' | 'skipped' + error_message: string | null +} + +export interface OverviewResponse { + snapshot: OverviewSnapshot + minute_timeline: TimelinePoint[] + benchmark_series: BenchmarkTimelineSeries[] + recent_push_records: PushRecord[] +} + +export interface StatPoint { + period: string + amount_hkd_billion: number +} + +export interface RecentTradeDay { + trade_date: string + total_net_inflow_hkd_billion: number + precision: Precision +} + +export interface HistorySummary { + cumulative_net_inflow_hkd_billion: number + trading_day_count: number + max_single_day_inflow_hkd_billion: number + max_single_day_outflow_hkd_billion: number + longest_inflow_streak: number + longest_outflow_streak: number +} + +export interface HistoryResponse { + start_date: string + daily: StatPoint[] + weekly: StatPoint[] + monthly: StatPoint[] + cumulative: StatPoint[] + benchmark_history: Record + recent_trade_days: RecentTradeDay[] + summary: HistorySummary +} + +export interface RuleItem { + key: string + label: string + value: string + description: string +} + +export interface RulesResponse { + items: RuleItem[] +} + +export interface SourceDiagnosticsResponse { + source_name: string + realtime_available: boolean + historical_available: boolean + last_success_at: string | null + last_failure_at: string | null + last_error_reason: string | null + last_success_url: string | null + last_persisted_at: string | null +} + +export interface MetaResponse { + product_name: string + version: string + timezone: string + market_state: MarketState + current_trade_date: string + source_name: string + source_strategy: string + note: string +} + +export interface AShareFlowRecord { + trade_date: string + code: string + name: string + detail_url: string | null + latest_price: number | null + change_amount: number | null + change_percent: number | null + main_net_inflow: number | null + main_net_inflow_ratio: number | null + super_large_net_inflow: number | null + super_large_net_inflow_ratio: number | null + large_net_inflow: number | null + large_net_inflow_ratio: number | null + medium_net_inflow: number | null + medium_net_inflow_ratio: number | null + small_net_inflow: number | null + small_net_inflow_ratio: number | null + rolling_net_inflow_5d: number | null + rolling_net_inflow_10d: number | null + rolling_net_inflow_30d: number | null + rolling_net_inflow_60d: number | null + rolling_net_inflow_90d: number | null + updated_at: string | null + source_name: string + source_url: string | null + precision: Precision + snapshot_time: string | null + sector_type: string | null + sector_type_label: string | null +} + +export interface AShareSectorGroup { + label: string + records: AShareFlowRecord[] +} + +export interface AShareIndexFlowResponse { + trade_date: string + updated_at: string | null + source_name: string + source_url: string | null + precision: Precision + records: AShareFlowRecord[] +} + +export interface AShareSectorFlowResponse { + trade_date: string + updated_at: string | null + source_name: string + source_url: string | null + precision: Precision + sector_types: Record +} diff --git a/frontend/src/utils/formatters.ts b/frontend/src/utils/formatters.ts new file mode 100644 index 0000000..ebf1469 --- /dev/null +++ b/frontend/src/utils/formatters.ts @@ -0,0 +1,59 @@ +export function formatAmount(value: number | null): string { + if (value === null || Number.isNaN(value)) { + return '--' + } + + return `${value.toFixed(2)}` +} + +export function formatFlowAmountYi(value: number | null): string { + if (value === null || Number.isNaN(value)) { + return '--' + } + + return `${value.toFixed(2)} 亿` +} + +export function formatPrice(value: number | null): string { + if (value === null || Number.isNaN(value)) { + return '--' + } + + return `${value.toFixed(2)}` +} + +export function formatPercent(value: number | null): string { + if (value === null || Number.isNaN(value)) { + return '--' + } + + return `${value.toFixed(2)}%` +} + +export function formatTimestamp(value: string | null): string { + return value ?? '待更新' +} + +export function formatMarketState(state: string): string { + const mapping: Record = { + pre_open: '盘前', + trading_am: '上午交易', + midday_break: '午间休市', + trading_pm: '下午交易', + finalizing: '收盘确认中', + closed: '已收盘' + } + + return mapping[state] ?? state +} + +export function formatPrecision(state: string): string { + const mapping: Record = { + realtime_exact: '实时准确值', + close_final: '收盘最终值', + historical_exact: '历史准确值', + unavailable: '当前不可用' + } + + return mapping[state] ?? state +} diff --git a/frontend/src/vite-env.d.ts b/frontend/src/vite-env.d.ts new file mode 100644 index 0000000..11f02fe --- /dev/null +++ b/frontend/src/vite-env.d.ts @@ -0,0 +1 @@ +/// diff --git a/frontend/tsconfig.json b/frontend/tsconfig.json new file mode 100644 index 0000000..ac4732d --- /dev/null +++ b/frontend/tsconfig.json @@ -0,0 +1,17 @@ +{ + "compilerOptions": { + "target": "ES2020", + "useDefineForClassFields": true, + "module": "ESNext", + "moduleResolution": "Node", + "strict": true, + "jsx": "preserve", + "resolveJsonModule": true, + "isolatedModules": true, + "esModuleInterop": true, + "lib": ["ES2020", "DOM", "DOM.Iterable"], + "skipLibCheck": true, + "types": ["vite/client"] + }, + "include": ["src/**/*.ts", "src/**/*.d.ts", "src/**/*.tsx", "src/**/*.vue"] +} diff --git a/frontend/vite.config.ts b/frontend/vite.config.ts new file mode 100644 index 0000000..f842ceb --- /dev/null +++ b/frontend/vite.config.ts @@ -0,0 +1,10 @@ +import { defineConfig } from 'vite' +import vue from '@vitejs/plugin-vue' + +export default defineConfig({ + plugins: [vue()], + server: { + host: '127.0.0.1', + port: 9000 + } +}) diff --git a/tools/backfill_ashare_sector_history.py b/tools/backfill_ashare_sector_history.py new file mode 100644 index 0000000..cc29e54 --- /dev/null +++ b/tools/backfill_ashare_sector_history.py @@ -0,0 +1,20 @@ +from __future__ import annotations + +import json +import sys +from pathlib import Path + + +ROOT = Path(__file__).resolve().parents[1] +sys.path.insert(0, str(ROOT / "backend")) + +from app.services.ashare_flow_service import ashare_flow_service # noqa: E402 + + +def main() -> None: + result = ashare_flow_service.backfill_sector_daily_history() + print(json.dumps(result, ensure_ascii=False, indent=2)) + + +if __name__ == "__main__": + main() diff --git a/tools/send_test_alert.py b/tools/send_test_alert.py new file mode 100644 index 0000000..7111a21 --- /dev/null +++ b/tools/send_test_alert.py @@ -0,0 +1,20 @@ +from __future__ import annotations + +import json +import sys +from pathlib import Path + + +ROOT = Path(__file__).resolve().parents[1] +sys.path.insert(0, str(ROOT / "backend")) + +from app.services.alert_service import alert_service # noqa: E402 + + +def main() -> None: + result = alert_service.send_close_snapshot_test_alert() + print(json.dumps(result, ensure_ascii=False, indent=2)) + + +if __name__ == "__main__": + main() diff --git a/tools/source_probe.py b/tools/source_probe.py new file mode 100644 index 0000000..a05459a --- /dev/null +++ b/tools/source_probe.py @@ -0,0 +1,234 @@ +from __future__ import annotations + +import json +import re +from dataclasses import asdict, dataclass, field +from datetime import datetime, timezone +from pathlib import Path +from typing import Any +from urllib.error import HTTPError, URLError +from urllib.request import Request, urlopen + + +ROOT = Path(__file__).resolve().parents[1] +OUTPUT_PATH = ROOT / "backend" / "data" / "source_probe_results.json" + + +DEFAULT_HEADERS = { + "User-Agent": "Mozilla/5.0", + "Accept-Language": "zh-CN,zh;q=0.9", +} + + +@dataclass +class ProbeResult: + source: str + page_url: str + fetched: bool + status_code: int | None = None + title: str | None = None + latest_date: str | None = None + direct_table_access: bool = False + pagination_access: bool = False + realtime_hint: bool = False + notes: list[str] = field(default_factory=list) + error: str | None = None + extracted: dict[str, Any] = field(default_factory=dict) + + +def fetch(url: str, *, referer: str | None = None, timeout: int = 20) -> tuple[int, str]: + headers = dict(DEFAULT_HEADERS) + if referer: + headers["Referer"] = referer + request = Request(url, headers=headers) + with urlopen(request, timeout=timeout) as response: + content_type = response.headers.get_content_charset() or "utf-8" + raw = response.read() + try: + html = raw.decode(content_type, "ignore") + except LookupError: + html = raw.decode("utf-8", "ignore") + return response.status, html + + +def fetch_gbk(url: str, *, referer: str | None = None, timeout: int = 20) -> tuple[int, str]: + headers = dict(DEFAULT_HEADERS) + if referer: + headers["Referer"] = referer + request = Request(url, headers=headers) + with urlopen(request, timeout=timeout) as response: + return response.status, response.read().decode("gbk", "ignore") + + +def extract_title(html: str) -> str | None: + match = re.search(r"(.*?)", html, re.S | re.I) + if not match: + return None + return re.sub(r"\s+", " ", match.group(1)).strip() + + +def extract_first_date(html: str) -> str | None: + match = re.search(r"(20\d{2}-\d{2}-\d{2})", html) + if match: + return match.group(1) + match = re.search(r"(20\d{2}-\d{2}-\d{2})", html) + return match.group(1) if match else None + + +def extract_page_info(html: str) -> str | None: + match = re.search(r'([^<]+)', html) + return match.group(1).strip() if match else None + + +def probe_eastmoney() -> ProbeResult: + result = ProbeResult( + source="eastmoney", + page_url="https://data.eastmoney.com/hsgtV2/hsgtDetail/scgkDetail_nx.html", + fetched=False, + ) + try: + status, html = fetch(result.page_url, referer="https://data.eastmoney.com/") + result.fetched = True + result.status_code = status + result.title = extract_title(html) + date_match = re.search(r"更新时间[：: ]*]+>\s*<[^>]*>(20\d{2}-\d{2}-\d{2})", html) + fallback_date = re.search(r"(20\d{2}-\d{2}-\d{2})", html) + result.latest_date = date_match.group(1) if date_match else (fallback_date.group(1) if fallback_date else None) + result.direct_table_access = "南向资金" in html and "港股通(沪)" in html and "港股通(深)" in html + result.pagination_access = "南向历史" in html or "历史数据" in html + result.realtime_hint = "成交净买额(当日)" in html or "实时" in html + result.notes.extend( + [ + "公开页面可访问。", + "页面文案包含南向资金、港股通(沪)、港股通(深)。", + ] + ) + if result.latest_date: + result.notes.append(f"页面中检出日期 {result.latest_date}。") + result.extracted = { + "contains_southbound": "南向资金" in html, + "contains_shanghai": "港股通(沪)" in html, + "contains_shenzhen": "港股通(深)" in html, + "contains_today_net_buy": "成交净买额(当日)" in html, + } + except (HTTPError, URLError, TimeoutError) as exc: + result.error = f"{type(exc).__name__}: {exc}" + return result + + +def probe_zhitong() -> ProbeResult: + url = "https://www.zhitongcaijing.com/content/detail/1295067.html" + result = ProbeResult(source="zhitong", page_url=url, fetched=False) + try: + status, html = fetch(url, referer="https://www.zhitongcaijing.com/") + result.fetched = True + result.status_code = status + result.title = extract_title(html) + date_match = re.search(r"(20\d{2}-\d{2}-\d{2})\s+\d{2}:\d{2}:\d{2}", html) + result.latest_date = date_match.group(1) if date_match else extract_first_date(html) + result.direct_table_access = False + result.pagination_access = False + result.realtime_hint = False + t2 = "T+2" in html or "T＋2" in html + delayed = "延迟数据" in html or "T+2日结算" in html + result.notes.extend( + [ + "站点可访问，但当前命中的是资讯文章页。", + "页面语义更偏新闻/统计解读，不是可直接分页拉取的标准数据表。", + ] + ) + if t2 or delayed: + result.notes.append("页面明确指向 T+2 或延迟数据。") + result.extracted = { + "contains_t_plus_2": t2, + "contains_delay_notice": delayed, + "contains_southbound": "南向资金" in html, + } + except (HTTPError, URLError, TimeoutError) as exc: + result.error = f"{type(exc).__name__}: {exc}" + return result + + +def probe_wind() -> ProbeResult: + url = "https://www.wind.com.cn/portal/zh/WFT/index.html" + result = ProbeResult(source="wind", page_url=url, fetched=False) + try: + status, html = fetch(url, referer="https://www.wind.com.cn/") + result.fetched = True + result.status_code = status + result.title = extract_title(html) + result.latest_date = extract_first_date(html) + result.direct_table_access = False + result.pagination_access = False + result.realtime_hint = "API" in html or "Client API" in html + result.notes.extend( + [ + "官方产品页可访问。", + "当前拿到的是产品介绍页，不是公开南向资金网页数据表。", + ] + ) + if result.realtime_hint: + result.notes.append("页面包含 API/客户端能力描述，说明数据更可能通过授权终端或接口获取。") + result.extracted = { + "contains_client_api": "Client API" in html, + "contains_excel_plugin": "Excel" in html, + "contains_terminal": "金融终端" in html, + } + except (HTTPError, URLError, TimeoutError) as exc: + result.error = f"{type(exc).__name__}: {exc}" + return result + + +def probe_ths_reference() -> ProbeResult: + result = ProbeResult( + source="ths_reference", + page_url="https://data.10jqka.com.cn/hgt/ggtb/", + fetched=False, + ) + try: + status, html = fetch_gbk(result.page_url, referer="https://data.10jqka.com.cn/") + status_page_2, html_page_2 = fetch_gbk( + "https://data.10jqka.com.cn/hgt/ggtb/board/getGgtPage/page/2/", + referer=result.page_url, + ) + result.fetched = True + result.status_code = status + result.title = extract_title(html) + result.latest_date = extract_first_date(html) + result.direct_table_access = "" in html + result.pagination_access = "
" in html_page_2 and status_page_2 == 200 + result.realtime_hint = False + result.notes.extend( + [ + "同花顺公开 HTML 历史表可抓取。", + "分页可通过非 ajax=1 直达 URL 访问。", + ] + ) + result.extracted = { + "page_info": extract_page_info(html), + "page_2_first_date": extract_first_date(html_page_2), + "latest_date": result.latest_date, + } + except (HTTPError, URLError, TimeoutError) as exc: + result.error = f"{type(exc).__name__}: {exc}" + return result + + +def main() -> None: + results = [ + probe_eastmoney(), + probe_zhitong(), + probe_wind(), + probe_ths_reference(), + ] + payload = { + "generated_at_utc": datetime.now(timezone.utc).isoformat(), + "results": [asdict(item) for item in results], + } + OUTPUT_PATH.parent.mkdir(parents=True, exist_ok=True) + OUTPUT_PATH.write_text(json.dumps(payload, ensure_ascii=False, indent=2), encoding="utf-8") + print(str(OUTPUT_PATH)) + + +if __name__ == "__main__": + main() diff --git a/tools/start_backend_10000.ps1 b/tools/start_backend_10000.ps1 new file mode 100644 index 0000000..df843b4 --- /dev/null +++ b/tools/start_backend_10000.ps1 @@ -0,0 +1,33 @@ +$log = "C:\Users\Administrator\Desktop\nanxiang1\run_logs\backend-10000.log" +New-Item -ItemType Directory -Force -Path "C:\Users\Administrator\Desktop\nanxiang1\run_logs" | Out-Null +if (Test-Path $log) { + Remove-Item $log -Force +} + +$psi = New-Object System.Diagnostics.ProcessStartInfo +$psi.FileName = "C:\Users\Administrator\Miniforge3\python.exe" +$psi.Arguments = "-m uvicorn app.main:app --app-dir backend --host 127.0.0.1 --port 10000" +$psi.WorkingDirectory = "C:\Users\Administrator\Desktop\nanxiang1" +$psi.UseShellExecute = $false +$psi.RedirectStandardOutput = $true +$psi.RedirectStandardError = $true + +$process = New-Object System.Diagnostics.Process +$process.StartInfo = $psi +$null = $process.Start() + +Start-Sleep -Seconds 5 + +if (-not $process.HasExited) { + $stdout = $process.StandardOutput.ReadExisting() + $stderr = $process.StandardError.ReadExisting() + Set-Content -Path $log -Value ($stdout + $stderr) -Encoding UTF8 + Write-Output "STARTED_PID=$($process.Id)" + Get-Content $log +} else { + $stdout = $process.StandardOutput.ReadToEnd() + $stderr = $process.StandardError.ReadToEnd() + Set-Content -Path $log -Value ($stdout + $stderr) -Encoding UTF8 + Write-Output "EXITED_CODE=$($process.ExitCode)" + Get-Content $log +} diff --git a/tools/sync_ashare_flows.py b/tools/sync_ashare_flows.py new file mode 100644 index 0000000..8a668b5 --- /dev/null +++ b/tools/sync_ashare_flows.py @@ -0,0 +1,25 @@ +from __future__ import annotations + +import json +import sys +from pathlib import Path + + +ROOT = Path(__file__).resolve().parents[1] +sys.path.insert(0, str(ROOT / "backend")) + +from app.services.ashare_flow_service import ashare_flow_service # noqa: E402 + + +def main() -> None: + result = { + "index_realtime": ashare_flow_service.sync_index_realtime(), + "sector_realtime": ashare_flow_service.sync_sector_realtime(), + "index_history": ashare_flow_service.backfill_index_daily_history(), + "sector_history": ashare_flow_service.backfill_sector_daily_history(), + } + print(json.dumps(result, ensure_ascii=False, indent=2)) + + +if __name__ == "__main__": + main() diff --git a/tools/sync_eastmoney.py b/tools/sync_eastmoney.py new file mode 100644 index 0000000..43c2ca5 --- /dev/null +++ b/tools/sync_eastmoney.py @@ -0,0 +1,20 @@ +from __future__ import annotations + +import json +import sys +from pathlib import Path + + +ROOT = Path(__file__).resolve().parents[1] +sys.path.insert(0, str(ROOT / "backend")) + +from app.services.eastmoney_sync_service import eastmoney_sync_service # noqa: E402 + + +def main() -> None: + result = eastmoney_sync_service.sync() + print(json.dumps(result, ensure_ascii=False, indent=2)) + + +if __name__ == "__main__": + main() diff --git a/东方财富资金扩展需求文档.md b/东方财富资金扩展需求文档.md new file mode 100644 index 0000000..e64872d --- /dev/null +++ b/东方财富资金扩展需求文档.md @@ -0,0 +1,408 @@ +# 东方财富资金扩展需求文档 + +## 1. 文档目标 + +本需求文档用于定义项目下一阶段基于东方财富数据口径的资金扩展能力。 + +本阶段只做两件事： + +- 数据获取 +- 数据展示 + +不做内容： + +- 不做自定义指标推导 +- 不做非东方财富口径命名 +- 不做人为归并后的新分类口径 + +所有指标命名、分类方式、展示分组、数据库字段命名，应尽量与东方财富页面和接口返回口径保持一致。 + +## 2. 总体原则 + +### 2.1 数据源原则 + +- 主数据源统一为东方财富 +- 所有展示字段优先使用东方财富原始字段含义 +- 若东方财富接口字段与页面文案不同，前端展示名称按东方财富页面标准，数据库保留原始字段和标准展示字段 +- 所有原始请求参数、原始响应 payload、抓取时间、来源 URL 必须保留 + +### 2.2 功能范围 + +本阶段仅覆盖以下三类资金数据： + +- 个股资金流 +- 板块资金流 +- 指数资金流 + +### 2.3 存储原则 + +- 所有数据进入 MySQL +- JSON 文件可作为调试缓存，但不能作为主存储 +- 所有数据支持按交易日查询 +- 所有数据支持按最新时间查询 +- 所有数据支持后续前端图表和列表直接读取 + +## 3. 东方财富标准指标范围 + +## 3.1 个股资金流 + +以东方财富个股资金流页面和接口口径为准，优先支持以下标准分类与指标： + +### 3.1.1 分类 + +- 主力净流入 +- 超大单净流入 +- 大单净流入 +- 中单净流入 +- 小单净流入 + +说明： + +- 本项目不再使用“机构、大户、散户”作为正式展示分类 +- 若业务侧后续需要做映射，必须作为派生分析口径，不能覆盖东方财富标准分类 + +### 3.1.2 标准展示字段 + +- 交易日期 +- 股票代码 +- 股票名称 +- 最新价 +- 涨跌幅 +- 主力净流入 +- 主力净占比 +- 超大单净流入 +- 超大单净占比 +- 大单净流入 +- 大单净占比 +- 中单净流入 +- 中单净占比 +- 小单净流入 +- 小单净占比 +- 更新时间 +- 来源地址 + +### 3.1.3 展示要求 + +- 以列表和图表结合展示 +- 图表优先展示主力净流入、超大单净流入、大单净流入 +- 列表字段名称全部使用东方财富标准名称 +- 支持按主力净流入排序 +- 支持按涨跌幅排序 + +## 3.2 板块资金流 + +以东方财富板块资金流页面和接口口径为准。 + +### 3.2.1 分类 + +板块分类按东方财富现有板块体系展示，不自行改名。至少支持： + +- 行业板块 +- 概念板块 +- 地域板块 + +若东方财富接口可明确区分板块类型，则数据库和前端均保留该分类字段。 + +### 3.2.2 标准展示字段 + +- 交易日期 +- 板块代码 +- 板块名称 +- 板块类型 +- 最新价或指数值 +- 涨跌幅 +- 主力净流入 +- 主力净占比 +- 超大单净流入 +- 超大单净占比 +- 大单净流入 +- 大单净占比 +- 中单净流入 +- 中单净占比 +- 小单净流入 +- 小单净占比 +- 领涨股 +- 领涨股涨跌幅 +- 更新时间 +- 来源地址 + +### 3.2.3 展示要求 + +- 默认展示主力净流入排名 +- 支持按行业板块、概念板块、地域板块切换 +- 支持 Top N 排行 +- 支持横向条形图或排行榜展示 +- 所有标题和字段名按东方财富标准文案展示 + +## 3.3 指数资金流 + +以东方财富指数资金流页面和接口口径为准。 + +### 3.3.1 覆盖范围 + +优先覆盖东方财富常见宽基指数与主流指数，包括但不限于： + +- 上证指数 +- 深证成指 +- 创业板指 +- 沪深300 +- 中证500 +- 中证1000 +- 科创50 + +最终以东方财富接口可稳定获取的指数集合为准。 + +### 3.3.2 标准展示字段 + +- 交易日期 +- 指数代码 +- 指数名称 +- 最新点位 +- 涨跌额 +- 涨跌幅 +- 主力净流入 +- 主力净占比 +- 超大单净流入 +- 超大单净占比 +- 大单净流入 +- 大单净占比 +- 中单净流入 +- 中单净占比 +- 小单净流入 +- 小单净占比 +- 更新时间 +- 来源地址 + +### 3.3.3 展示要求 + +- 支持指数列表展示 +- 支持主力净流入横向对比图 +- 支持按涨跌幅和主力净流入切换排序 +- 指标名称保持东方财富原始口径 + +## 4. 数据库要求 + +## 4.1 存储目标 + +以下三类数据必须进入 MySQL： + +- 个股资金流 +- 板块资金流 +- 指数资金流 + +同时保留： + +- 原始 payload +- 数据抓取日志 +- 数据源诊断信息 + +## 4.2 建议分类 + +建议沿用现有文档型存储方式，新增以下 category： + +- `eastmoney_stock_fund_flow` +- `eastmoney_sector_fund_flow` +- `eastmoney_index_fund_flow` +- `eastmoney_raw_payload` + +## 4.3 每条数据至少保留的公共字段 + +- `trade_date` +- `data_type` +- `biz_code` +- `biz_name` +- `source_name` +- `source_url` +- `updated_at` +- `fetched_at` +- `payload` + +说明： + +- `biz_code` 对应股票代码、板块代码、指数代码 +- `biz_name` 对应股票名称、板块名称、指数名称 +- `payload` 保存东方财富原始字段 + +## 4.4 标准化字段要求 + +除原始 payload 外，数据库还要同步保存标准化字段，字段命名尽量与东方财富标准指标一一对应，例如： + +- `latest_price` +- `change_amount` +- `change_percent` +- `main_net_inflow` +- `main_net_inflow_ratio` +- `super_large_net_inflow` +- `super_large_net_inflow_ratio` +- `large_net_inflow` +- `large_net_inflow_ratio` +- `medium_net_inflow` +- `medium_net_inflow_ratio` +- `small_net_inflow` +- `small_net_inflow_ratio` + +板块特有字段可补充： + +- `sector_type` +- `leading_stock_name` +- `leading_stock_change_percent` + +## 5. 后端需求 + +## 5.1 数据采集层 + +需要在现有东方财富客户端基础上新增以下能力： + +- 个股资金流接口获取 +- 板块资金流接口获取 +- 指数资金流接口获取 + +要求： + +- 每类数据单独封装方法 +- 每类数据单独保留原始 URL 和请求参数 +- 支持分页抓取 +- 支持按交易日抓取 +- 支持按排名或排序字段抓取 +- 接口失败时记录失败原因 + +## 5.2 数据标准化层 + +新增东方财富资金扩展标准化服务，负责： + +- 将接口字段转换为统一数据库字段 +- 保留东方财富标准中文名称 +- 保留东方财富原始英文或缩写字段 +- 不做非官方口径重命名 + +## 5.3 数据同步层 + +新增定时同步任务，要求： + +- 每个交易日自动运行 +- 交易时间内按设定间隔更新 +- 非交易时间可做低频补齐 +- 同步结果写入数据库 +- 同步失败写入诊断表或诊断文档 + +## 5.4 查询接口 + +后端需提供以下查询接口： + +- 个股资金流列表接口 +- 板块资金流列表接口 +- 指数资金流列表接口 +- 单项详情接口 +- 最新更新时间接口 +- 原始 payload 调试接口 + +接口返回字段要求： + +- 中文展示名称与东方财富页面一致 +- 数值字段可直接用于前端图表 +- 返回数据中包含更新时间和来源信息 + +## 6. 前端展示需求 + +## 6.1 页面结构 + +前端建议新增三个一级 Tab： + +- 个股资金流 +- 板块资金流 +- 指数资金流 + +## 6.2 展示原则 + +- 不改造为自定义业务名词体系 +- 所有图表名称、列表列名、筛选项名称以东方财富标准为准 +- 图表与列表同时存在 +- 图表用于趋势和对比 +- 列表用于明细、排序、筛选 + +## 6.3 个股资金流页面 + +建议包含： + +- 主力净流入排行列表 +- 超大单/大单/中单/小单对比图 +- 涨跌幅与净流入双维度展示 +- 更新时间展示 + +## 6.4 板块资金流页面 + +建议包含： + +- 行业板块/概念板块/地域板块切换 +- 主力净流入排行 +- 领涨股展示 +- 板块净流入条形图 +- 更新时间展示 + +## 6.5 指数资金流页面 + +建议包含： + +- 主流指数列表 +- 主力净流入对比图 +- 涨跌幅与净流入组合展示 +- 更新时间展示 + +## 7. 当前代码能力评估 + +## 7.1 已具备能力 + +当前项目已具备以下基础能力： + +- 东方财富数据抓取基础客户端 +- 实时调度线程 +- MySQL 主存储链路 +- 原始 payload 存储能力 +- 前端图表展示能力 +- 后端 API 服务能力 + +## 7.2 当前未完成部分 + +当前尚未完成以下内容： + +- 个股资金流扩展接口接入 +- 板块资金流扩展接口接入 +- 指数资金流扩展接口接入 +- 三类数据的标准化入库 +- 三类数据的独立查询接口 +- 三类数据的前端展示页面 + +## 7.3 当前阶段结论 + +当前项目架构可以承载本次扩展，但目前正式完成的仍只有南向资金链路。 + +对于东方财富资金扩展部分，当前结论是： + +- 架构已具备承载能力 +- 数据库已具备承载能力 +- 调度与展示框架已具备承载能力 +- 新三类数据接口仍需逐项接入与验证 + +## 8. 本阶段验收标准 + +满足以下条件可视为本阶段完成： + +- 能稳定获取东方财富个股资金流数据 +- 能稳定获取东方财富板块资金流数据 +- 能稳定获取东方财富指数资金流数据 +- 数据全部写入 MySQL +- 前端页面按东方财富标准分类展示 +- 前端页面字段名称按东方财富标准命名 +- 不使用自定义改名替代东方财富原始分类 +- 每条数据保留来源地址、更新时间、原始 payload +- 数据不可用时明确报错，不使用伪造数据 + +## 9. 后续开发顺序建议 + +建议按以下顺序推进： + +1. 先确认东方财富三类资金流接口和字段 +2. 再完成三类数据抓取脚本 +3. 再完成数据库入库与原始 payload 保存 +4. 再完成后端查询接口 +5. 最后完成前端图表和列表展示 diff --git a/南向资金监控平台需求.md b/南向资金监控平台需求.md new file mode 100644 index 0000000..705e35d --- /dev/null +++ b/南向资金监控平台需求.md @@ -0,0 +1,449 @@ +# 南向资金监控平台需求文档 + +## 1. 文档目的 + +本文档用于明确南向资金监控平台的首期建设范围、数据口径、系统边界、验收标准与后续演进方向，作为产品、设计、开发和测试的统一执行依据。 + +当前版本以“先做出可验证效果”为目标，优先保证数据真实性、页面可用性和系统可扩展性，不追求一次性做全。 + +## 2. 项目目标 + +构建一个面向港股通南向资金监控与分析的网站系统，满足以下目标： + +- 交易时段内，实时展示南向资金总净流入、沪市港股通与深市港股通拆分、关键阈值变化和分钟级曲线。 +- 非交易时段，沉淀并展示自 `2026-01-01` 起的历史日度、周度、月度和累计统计结果。 +- 对关键资金异动和阈值突破进行邮件提醒，并保留完整推送记录。 +- 首版先使用本地 `JSON` 文件存储，后续可平滑迁移到 `MySQL`，业务逻辑不因存储替换而重写。 + +## 3. 当前版本建设原则 + +### 3.1 数据真实性优先 + +- 当前版本不接受演示数据、模拟数据、人工虚构数据作为正式展示口径。 +- 页面展示的数据必须能够追溯到真实采集结果。 +- 所有核心数据都需要保留来源、采集时间、交易日、原始载荷摘要。 + +### 3.2 单一主数据源 + +首版暂定只接入 `同花顺`，不再混用其他站点。 + +要求： + +- 实时数据优先使用同花顺 `沪深港通/港股通` 页面或其真实数据接口。 +- 历史数据优先使用同花顺同一体系下的历史页或可回溯接口。 +- 不再使用快讯标题、资讯摘要、新闻阈值作为正式实时主口径。 + +### 3.3 存储先轻后重 + +- 首版使用本地 `JSON` 文件存储。 +- 存储结构、Repository 层、配置项需为后续迁移到 `MySQL` 预留空间。 +- 禁止把文件路径、文件命名规则、JSON 结构直接耦合到业务层。 + +## 4. 业务范围 + +### 4.1 首期 MVP 范围 + +首期必须交付以下能力： + +- 南向资金实时监控 +- 历史日/周/月/累计统计 +- 沪市港股通、深市港股通拆分展示 +- 分钟级快照沉淀 +- 阈值突破告警 +- 异动速度告警 +- 邮件发送 +- 推送记录查询 +- 基础配置管理 + +### 4.2 暂不纳入首期正式验收 + +以下内容可保留设计位，但不作为首期必须完成项： + +- 板块流入推断模型 +- 个股级资金画像 +- 北向资金同步监控 +- 企业微信、短信、公众号等多渠道推送 +- AI 自动生成盘中点评和收盘总结 + +## 5. 数据口径要求 + +### 5.1 监控对象 + +监控对象为 `港股通南向资金`，由以下两部分组成： + +- 港股通（沪） +- 港股通（深） + +页面总南向资金口径为两者汇总。 + +### 5.2 时间口径 + +- 历史统计起始日：`2026-01-01` +- 实时监控范围：当前交易日盘中数据 +- 历史截止日：系统可获取的最新交易日 + +### 5.3 交易时段口径 + +需按港股交易时段处理： + +- 上午：`09:30-12:00` +- 下午：`13:00-16:00` +- 收盘竞价及最终收口：以 `16:10` 作为当日结果可确认的安全时间点 + +说明： + +- 盘中展示为实时值或准实时值。 +- 当天最终值在 `16:10` 后才允许标记为“收盘最终值”。 +- `16:10` 前即使页面已显示较新数值，也只能标记为“盘中值”或“待最终确认”。 + +### 5.4 统计粒度 + +- 分钟级：盘中监控、阈值判断、异动提醒 +- 日级：按交易日统计净流入 +- 周级：按自然周内交易日汇总 +- 月级：按自然月内交易日汇总 +- 累计级：自 `2026-01-01` 起累计净流入 + +### 5.5 核心指标 + +系统首版至少需要提供以下指标： + +- 当日南向资金净流入金额 +- 当日南向资金累计净流入金额 +- 港股通（沪）净流入金额 +- 港股通（深）净流入金额 +- 买入额 +- 卖出额 +- 净买额 +- 1 分钟净变化值 +- 5 分钟净变化值 +- 历史日净流入 +- 历史周净流入 +- 历史月净流入 +- 历史累计净流入 + +### 5.6 数据精度分级 + +为避免页面误导，数据必须带精度标记： + +- `realtime_exact`：来自实时接口的准确值 +- `close_final`：当日收盘最终值 +- `historical_exact`：历史准确值 +- `unavailable`：当前无法获取 + +首版正式页面仅允许展示以上状态，不再显示无来源的推断数值。 + +## 6. 功能需求 + +### 6.1 实时总览页 + +至少展示以下内容： + +- 当前市场状态 +- 当前交易日总净流入 +- 港股通（沪）与港股通（深）拆分 +- 分钟级累计净流入曲线 +- 1 分钟与 5 分钟变化 +- 当前阈值进度 +- 当前数据来源 +- 当前数据精度状态 +- 最近触发的推送记录 + +页面要求： + +- 清楚区分“盘中值”和“收盘最终值” +- 清楚展示数据更新时间 +- 若数据暂不可用，必须显示原因或状态，而不是显示假值 + +### 6.2 历史统计页 + +至少展示以下内容： + +- 日度净流入图 +- 周度净流入图 +- 月度净流入图 +- 累计净流入图 +- 最近 20 个交易日概览 + +至少展示以下统计卡： + +- 自 `2026-01-01` 起累计净流入 +- 历史交易日数量 +- 最大单日净流入 +- 最大单日净流出 +- 连续净流入天数 +- 连续净流出天数 + +### 6.3 推送记录页 + +至少展示以下内容： + +- 推送时间 +- 推送类型 +- 触发规则 +- 触发时资金数值 +- 邮件标题 +- 邮件发送状态 +- 错误信息 +- 筛选与查询能力 + +### 6.4 规则配置页 + +至少支持以下配置项展示与维护： + +- 实时采集间隔 +- 历史回补起始日 +- 阈值突破档位 +- 5 分钟异动阈值 +- 邮件开关 +- 发件邮箱 +- SMTP 地址与端口 +- 收件人列表 +- 当前主数据源 + +## 7. 告警需求 + +### 7.1 5 分钟异动提醒 + +规则要求： + +- 当 5 分钟内净变化绝对值超过设定阈值时触发提醒 +- 需区分“快速流入”和“快速流出” +- 同类提醒在冷却窗口内只发送一次 + +默认配置建议： + +- 窗口：`5` 分钟 +- 冷却：`5` 分钟 +- 阈值：可配置，不写死到代码中 + +### 7.2 阈值突破提醒 + +规则要求： + +- 当日累计净流入每突破一个固定档位时发送提醒 +- 默认档位为每 `50` 亿港元 +- 同一交易日内，同一档位仅提醒一次 +- 次日重新计数 + +示例： + +- 突破 `50` 亿发送一次 +- 突破 `100` 亿发送一次 +- 突破 `150` 亿发送一次 + +### 7.3 推送留痕 + +所有推送行为必须持久化保存，至少保留： + +- 推送时间 +- 推送类型 +- 规则编码 +- 触发值 +- 触发说明 +- 邮件标题 +- 邮件摘要 +- 发送状态 +- 错误信息 + +## 8. 数据源与采集要求 + +### 8.1 数据源限制 + +首版正式口径限定为： + +- 数据源：`同花顺` +- 采集范围：`沪深港通 / 港股通` 相关页面与真实接口 + +### 8.2 采集要求 + +系统需支持： + +- 分钟级实时采集 +- 日终归档 +- 历史回补 +- 失败重试 +- 原始载荷保存 +- 采集日志记录 + +### 8.3 数据可信要求 + +每条采集结果至少需要保留： + +- `trade_date` +- `snapshot_time` +- `source_name` +- `source_url` +- `precision` +- `payload_type` +- `raw_payload` + +### 8.4 失败降级要求 + +如果实时接口不可用： + +- 页面展示“数据暂不可用” +- 不得自动降级成新闻快讯阈值口径 +- 必须记录失败原因和最后一次成功采集时间 + +## 9. 后端需求 + +### 9.1 技术栈 + +- 语言：`Python` +- Web 框架：`FastAPI` +- 存储：首版 `JSON` 文件，后续迁移 `MySQL` + +### 9.2 后端核心模块 + +- 数据采集模块 +- 历史回补模块 +- 数据归档模块 +- 指标计算模块 +- 告警引擎模块 +- 邮件发送模块 +- API 服务模块 +- 推送日志模块 + +### 9.3 存储设计要求 + +首版至少包含以下存储单元或等价结构： + +- 分钟快照 +- 日统计 +- 周统计 +- 月统计 +- 推送记录 +- 告警触发记录 +- 原始采集结果 +- 系统配置 + +建议按目录或文件集合进行组织，例如： + +- `minute_snapshots/*.json` +- `daily_stats/*.json` +- `weekly_stats/*.json` +- `monthly_stats/*.json` +- `push_records/*.json` +- `alert_triggers/*.json` +- `raw_payloads/*.json` +- `system_config.json` + +### 9.4 首版 JSON 存储要求 + +- JSON 文件需按模块拆分，禁止所有数据写入单一大文件。 +- 需支持按交易日或时间分片，避免文件无限增长。 +- 写入需具备基本原子性，避免采集中断导致 JSON 损坏。 +- 读取层需封装统一接口，前端 API 与业务模块不直接操作文件路径。 +- 历史聚合结果允许单独缓存为 JSON，减少页面重复计算开销。 + +### 9.5 远期 MySQL 迁移要求 + +- 业务层通过 Repository 或 Storage Adapter 访问数据。 +- JSON 字段命名需尽量与未来 MySQL 字段命名保持一致。 +- 迁移后 API 出参结构不应变化。 +- JSON 阶段的历史数据需可导入 MySQL。 + +## 10. 前端需求 + +### 10.1 技术栈 + +- 框架：`Vue 3` +- 推荐：Composition API + TypeScript + +### 10.2 设计要求 + +- 页面风格偏金融信息终端，而不是普通后台管理系统 +- 重点信息层级清晰，数值、趋势、时间、来源必须易于识别 +- 支持桌面端优先，同时兼容移动端基本浏览 + +### 10.3 交互要求 + +- 数据加载时有明确加载状态 +- 无数据时有明确空状态 +- 错误时有明确错误状态 +- 每个核心模块都能看到“更新时间”和“数据来源” + +## 11. API 需求 + +首版建议至少提供以下接口： + +- `/api/health`：健康检查 +- `/api/meta`：系统元信息、市场状态、数据源信息 +- `/api/overview`：实时总览 +- `/api/history`：历史统计 +- `/api/push-records`：推送记录 +- `/api/rules`：规则与配置 +- `/api/source-diagnostics`：采集诊断结果 + +`/api/source-diagnostics` 至少返回： + +- 当前主源 +- 最后一次成功采集时间 +- 最后一次失败时间 +- 最近错误原因 +- 最近成功的来源 URL +- 当前实时接口可用性 +- 当前历史接口可用性 + +## 12. 非功能需求 + +### 12.1 稳定性 + +- 单次抓取失败不能导致服务整体不可用 +- 邮件发送失败需记录并可重试 +- 前端页面异常不应影响后台采集 + +### 12.2 可维护性 + +- 采集逻辑、指标逻辑、告警逻辑、API 逻辑、展示逻辑分层 +- 配置项外置，不写死在代码中 +- 关键数据结构命名稳定，便于后续迁移数据库和增加数据源 + +### 12.3 可观测性 + +- 记录采集成功/失败日志 +- 记录接口耗时 +- 记录最近一次成功持久化时间 +- 支持快速定位某天某次采集所用源链接 + +## 13. 验收标准 + +### 13.1 实时采集验收 + +- 交易时段内可按配置周期写入分钟级快照 +- 页面可展示当日最新实时值 +- 总值等于港股通（沪）与港股通（深）汇总 +- 每条实时记录可追溯到同花顺真实接口或页面 + +### 13.2 收盘归档验收 + +- 当天 `16:10` 后能将当日结果标记为最终值 +- 收盘后历史页可看到该交易日准确结果 +- 当日最终值与盘中值状态区分清楚 + +### 13.3 历史统计验收 + +- 可查看自 `2026-01-01` 起的日/周/月/累计统计 +- 统计结果由真实历史数据生成 +- 最近 20 个交易日可正常查询 +- JSON 存储内容可被系统正确读取并生成页面结果 + +### 13.4 告警验收 + +- 50 亿档位突破可触发一次邮件 +- 5 分钟异动可触发提醒 +- 所有推送记录均可在页面查询 + +### 13.5 展示验收 + +- 前端风格具备专业金融看板特征 +- 桌面端与移动端基本可用 +- 核心数值、来源、更新时间、精度状态清晰可读 + +## 14. 当前实施状态 +- 真实数据源切换到东方财富：历史由 `https://datacenter-web.eastmoney.com/api/data/v1/get`（`reportName=RPT_MUTUAL_DEAL_HISTORY`、`MUTUAL_TYPE in ("002","004")`）回溯；分钟/实时由 `https://push2.eastmoney.com/api/qt/kamt/get` 与 `https://push2.eastmoney.com/api/qt/kamtbs.rtmin/get` 拉取，数据写进 `backend/data/raw_payloads/` 并由同步脚本处理。 +- JSON 存储按模块组织：`minute_snapshots/.json`、`daily_stats/summary.json`、`push_records/records.json` 等，Repository 层屏蔽路径，前端与 API 只关心字段；`tools/sync_eastmoney.py` 可按需触发并自动刷新数据与历史。 +- 推送与告警链路已经打通：新增 `alert_service` + `email_notification_service`，支持 QQ SMTP（`sender_email` / `smtp_username` / `smtp_password` / `recipients`）；已有 `tools/send_test_alert.py` 脚本和 `POST /api/push-records/test` 接口可立即生成一条基于当前快照的测试邮件，并把记录写入 `backend/data/push_records/records.json`。 +- 前端推送记录页改为列表展示，默认显示最新 6 条记录，分类展示状态、时间、规则、触发值、摘要、描述与错误信息。不再在页面暴露规则配置详情；配置通过`backend/data/system_config.json`、`monitoring_repository` 等存储。 +- 实时页面、历史页面、推送记录页面已通过 Tab 切换控制，总体页面无滚动条；日/周曲线以 SVG 图表形式呈现，配置/规则信息保留在后端，并把推送记录单独展示，确保可验证效果。