rebuild(stage-8): deliver market insight workspaces
This commit is contained in:
leefer
@@ -0,0 +1,302 @@
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from __future__ import annotations
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import json
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import re
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from typing import Any
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def profiles(rows: tuple[dict[str, Any], ...]) -> list[dict[str, Any]]:
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result = []
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seen = set()
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for row in rows:
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name = _text(row.get("name"))
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if not name or name in seen:
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continue
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seen.add(name)
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organizations = _organizations(row.get("orgs"))
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result.append(
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{
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"name": name,
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"description": _text(row.get("desc")),
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"organizations": organizations,
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"organization_count": len(organizations),
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}
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)
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return result
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def build_dragon_list(
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*,
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trade_date: str,
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official_rows: tuple[dict[str, Any], ...] | None,
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profile_rows: tuple[dict[str, Any], ...] | None,
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stock_rows: tuple[dict[str, Any], ...] | None,
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seat_rows: tuple[dict[str, Any], ...] | None,
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aliases: dict[str, str],
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) -> dict[str, Any]:
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profile_items = profiles(profile_rows or ())
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profile_map = {str(item["name"]): item for item in profile_items}
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organization_map = {
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organization: str(item["name"])
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for item in profile_items
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for organization in item["organizations"]
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}
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stocks = _stock_context(stock_rows or ())
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operations = _official_operations(official_rows or (), profile_map, stocks)
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official_keys = {
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(str(item["identifier"]), str(item["seat_name"]), round(float(item["net_million"]), 2))
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for item in operations
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}
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for row in seat_rows or ():
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operation = _seat_operation(row, stocks, aliases, organization_map)
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key = (
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str(operation["identifier"]),
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str(operation["seat_name"]),
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round(float(operation["net_million"]), 2),
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)
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if key not in official_keys:
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operations.append(operation)
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traders = _aggregate_traders(operations, profile_map)
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unclassified = _aggregate_unclassified(operations)
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official_stock_count = len(stocks)
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detail_available = official_rows is not None or seat_rows is not None
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detail_count = len(official_rows or ()) + len(seat_rows or ())
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recognized_count = sum(bool(item["recognized"]) for item in operations)
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if official_rows is None and stock_rows is None and seat_rows is None:
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status = "unavailable"
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message = "龙虎榜数据请求失败，请稍后重新检查"
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elif official_stock_count == 0 and detail_count == 0:
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status = "empty"
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message = "该交易日没有股票上榜"
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elif official_stock_count > 0 and (not detail_available or detail_count == 0):
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status = "detail_missing"
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message = f"当日有 {official_stock_count} 只股票上榜，但席位明细尚未返回"
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elif detail_count > 0 and recognized_count == 0:
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status = "unclassified"
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message = f"当日有 {official_stock_count} 只股票上榜，席位均待归类"
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else:
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status = "success" if not unclassified else "partial"
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message = "部分营业部尚未归类" if unclassified else ""
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return {
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"trade_date": trade_date,
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"status": status,
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"message": message,
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"summary": {
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"official_stock_count": official_stock_count,
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"trader_count": len(traders),
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"operation_count": len(operations),
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"unclassified_count": len(unclassified),
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"net_million": round(
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sum(float(item["net_million"]) for item in operations), 2
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),
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"profile_count": len(profile_items),
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},
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"traders": traders,
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"operations": sorted(
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operations, key=lambda item: abs(float(item["net_million"])), reverse=True
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),
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"unclassified_seats": unclassified,
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"profiles": profile_items,
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}
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def _stock_context(rows: tuple[dict[str, Any], ...]) -> dict[str, dict[str, Any]]:
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result = {}
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for row in rows:
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identifier = str(row.get("ts_code") or "")
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if identifier and identifier not in result:
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result[identifier] = {
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"name": _text(row.get("name")),
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"change": _optional_number(row.get("pct_change")),
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"reason": _text(row.get("reason")),
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}
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return result
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def _official_operations(
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rows: tuple[dict[str, Any], ...],
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profile_map: dict[str, dict[str, Any]],
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stocks: dict[str, dict[str, Any]],
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) -> list[dict[str, Any]]:
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result = []
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for row in rows:
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identifier = str(row.get("ts_code") or "")
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trader = _text(row.get("hm_name")) or "未命名游资"
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profile = profile_map.get(trader) or {}
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seat = _text(row.get("hm_orgs")) or ""
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stock = stocks.get(identifier) or {}
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result.append(
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_operation(
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identifier=identifier,
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name=_text(row.get("ts_name")) or str(stock.get("name") or ""),
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change=stock.get("change"),
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reason=str(stock.get("reason") or ""),
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seat_name=seat or "未提供营业部",
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trader_name=trader,
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description=str(profile.get("description") or ""),
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buy=_number(row.get("buy_amount")) / 1_000_000,
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sell=_number(row.get("sell_amount")) / 1_000_000,
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net=_number(row.get("net_amount")) / 1_000_000,
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recognized=True,
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)
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)
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return result
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def _seat_operation(
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row: dict[str, Any],
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stocks: dict[str, dict[str, Any]],
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aliases: dict[str, str],
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organization_map: dict[str, str],
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) -> dict[str, Any]:
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identifier = str(row.get("ts_code") or "")
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seat = _text(row.get("exalter")) or "未命名营业部"
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trader = aliases.get(seat) or organization_map.get(seat) or ""
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stock = stocks.get(identifier) or {}
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buy = _number(row.get("buy")) / 1_000_000
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sell = _number(row.get("sell")) / 1_000_000
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net = _number(row.get("net_buy")) / 1_000_000
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if net == 0 and (buy or sell):
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net = buy - sell
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return _operation(
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identifier=identifier,
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name=str(stock.get("name") or ""),
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change=stock.get("change"),
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reason=_text(row.get("reason")) or str(stock.get("reason") or ""),
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seat_name=seat,
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trader_name=trader,
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description="",
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buy=buy,
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sell=sell,
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net=net,
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recognized=bool(trader),
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)
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def _operation(
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*,
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identifier: str,
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name: str,
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change: float | None,
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reason: str,
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seat_name: str,
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trader_name: str,
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description: str,
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buy: float,
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sell: float,
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net: float,
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recognized: bool,
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) -> dict[str, Any]:
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return {
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"identifier": identifier,
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"code": identifier.split(".")[0],
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"name": name,
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"change": change,
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"direction": "买入" if net > 0 else "卖出" if net < 0 else "持平",
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"buy_million": round(buy, 2),
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"sell_million": round(sell, 2),
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"net_million": round(net, 2),
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"seat_name": seat_name,
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"trader_name": trader_name,
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"description": description,
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"reason": reason,
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"recognized": recognized,
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}
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def _aggregate_traders(
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operations: list[dict[str, Any]], profile_map: dict[str, dict[str, Any]]
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) -> list[dict[str, Any]]:
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groups: dict[str, dict[str, Any]] = {}
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for operation in operations:
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name = str(operation.get("trader_name") or "")
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if not operation.get("recognized") or not name:
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continue
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group = groups.setdefault(
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name,
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{
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"name": name,
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"description": str((profile_map.get(name) or {}).get("description") or ""),
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"buy_million": 0.0,
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"sell_million": 0.0,
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"net_million": 0.0,
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"seats": set(),
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"stocks": set(),
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"operations": [],
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},
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)
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group["buy_million"] += float(operation["buy_million"])
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group["sell_million"] += float(operation["sell_million"])
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group["net_million"] += float(operation["net_million"])
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group["seats"].add(str(operation["seat_name"]))
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group["stocks"].add(str(operation["code"]))
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group["operations"].append(operation)
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result = []
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for group in groups.values():
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result.append(
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{
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"name": group["name"],
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"description": group["description"],
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"buy_million": round(group["buy_million"], 2),
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"sell_million": round(group["sell_million"], 2),
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"net_million": round(group["net_million"], 2),
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"seat_count": len(group["seats"]),
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"stock_count": len(group["stocks"]),
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"operation_count": len(group["operations"]),
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"operations": sorted(
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group["operations"],
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key=lambda item: abs(float(item["net_million"])),
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reverse=True,
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),
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}
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)
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return sorted(result, key=lambda item: abs(float(item["net_million"])), reverse=True)
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def _aggregate_unclassified(operations: list[dict[str, Any]]) -> list[dict[str, Any]]:
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groups: dict[str, dict[str, Any]] = {}
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for operation in operations:
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if operation.get("recognized"):
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continue
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seat = str(operation["seat_name"])
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group = groups.setdefault(
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seat, {"seat_name": seat, "net_million": 0.0, "operation_count": 0}
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)
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group["net_million"] += float(operation["net_million"])
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group["operation_count"] += 1
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result = [
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{**group, "net_million": round(float(group["net_million"]), 2)}
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for group in groups.values()
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]
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return sorted(result, key=lambda item: abs(float(item["net_million"])), reverse=True)
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def _organizations(value: Any) -> list[str]:
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text = _text(value)
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parsed: Any = None
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if text.startswith("["):
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try:
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parsed = json.loads(text)
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except json.JSONDecodeError:
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parsed = None
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values = parsed if isinstance(parsed, list) else re.split(r"[,，;；\n]+", text)
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return list(dict.fromkeys(_text(item) for item in values if _text(item)))
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def _text(value: Any) -> str:
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return str(value or "").strip()
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def _number(value: Any) -> float:
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try:
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number = float(value)
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return number if number == number else 0.0
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except (TypeError, ValueError):
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return 0.0
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def _optional_number(value: Any) -> float | None:
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if value in (None, ""):
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return None
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return _number(value)
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