refactor: establish standalone application boundary

This commit is contained in:
leefer
2026-08-03 21:42:25 +08:00
parent cc5fb8d73e
commit e1e76cd51e
324 changed files with 63090 additions and 44743 deletions
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from __future__ import annotations
from datetime import datetime
from typing import Any
from backend.bootstrap.config import normalize_date
from backend.data.providers.tushare_client import _sector_coverage_issue
from backend.features.heaven.engine import build_five_phase_field, build_market_hexagram
class HeavenTrendMixin:
def heaven_setup(
self,
trade_date: str,
sector_name: str = "",
stock_code: str = "",
manual_data: dict[str, Any] | None = None,
) -> dict[str, Any]:
normalized_date = normalize_date(trade_date)
dashboard = self.get_dashboard(normalized_date)
data_date = normalize_date(str(dashboard.get("meta", {}).get("trade_date") or normalized_date))
recent_history = self.database.snapshot_summaries(data_date, 10)
market_mode = self._heaven_market_mode(data_date, dashboard)
manual_data = self._validate_heaven_manual_data(manual_data, market_mode)
index_context = self._heaven_index_context(data_date, dashboard, market_mode)
external_stock = None
normalized_stock_code = ""
if stock_code.strip():
normalized_stock_code = self._resolve_heaven_stock_code(stock_code)
external_stock = self._heaven_stock_context(
normalized_stock_code,
data_date,
dashboard,
market_mode,
)
external_sector = None
if normalized_stock_code and self.configured:
external_sector = self._heaven_sector_context(
normalized_stock_code,
data_date,
market_mode,
)
if external_sector and external_stock:
external_stock["sector"] = external_sector.get("name") or external_stock.get("sector")
dashboard, index_context, external_sector, external_stock = self._apply_heaven_manual_data(
dashboard,
index_context,
external_sector,
external_stock,
manual_data,
market_mode,
data_date,
normalized_stock_code,
)
if external_sector and external_stock:
external_stock["sector"] = external_sector.get("name") or external_stock.get("sector")
sector_input = str((external_sector or {}).get("name") or sector_name.strip())
if not normalized_stock_code:
data_checks = []
chart = {
"available": False,
"selection_required": True,
"data_trade_date": data_date,
"sector": "",
"sector_code": "",
"sector_taxonomy": "",
"stock": {"code": "", "name": "", "status": ""},
"quality": {
"status": "awaiting_selection",
"issues": [],
"principle": "",
"sources": [],
},
"index_context": index_context,
}
else:
data_checks = self._heaven_line_checks(
data_date,
dashboard,
recent_history,
index_context,
external_sector or {},
external_stock or {},
market_mode,
manual_data,
)
quality_issues = [
f"{check['position']}·{check['layer']}{''.join(check['reasons'])}"
for check in data_checks
if not check["passed"]
]
if quality_issues:
chart = {
"available": False,
"selection_required": False,
"data_trade_date": data_date,
"sector": str((external_sector or {}).get("name") or sector_input or "--"),
"sector_code": str((external_sector or {}).get("code") or ""),
"sector_taxonomy": str((external_sector or {}).get("taxonomy") or ""),
"stock": {
"code": normalized_stock_code,
"name": str((external_stock or {}).get("name") or "--"),
"status": str((external_stock or {}).get("status") or ""),
},
"quality": {
"status": "blocked",
"issues": quality_issues,
"principle": "六爻任一层缺少同日、同口径的有效数据,本系统不成卦。",
"sources": self._heaven_trend_sources(
data_date, index_context, external_sector, external_stock
),
},
"index_context": index_context,
}
else:
chart = build_market_hexagram(
dashboard,
recent_history,
index_context,
sector_input,
normalized_stock_code,
external_stock,
external_sector,
)
chart["available"] = True
chart["selection_required"] = False
manual_active = any(check["status"] == "manual" for check in data_checks)
chart["quality"] = {
"status": "manual" if manual_active else "verified",
"issues": [],
"principle": (
"自动行情与用户补充数据均已通过同一套量化公式校验。"
if manual_active
else "指数、板块、个股均已通过同日同口径校验。"
),
"sources": [
*self._heaven_trend_sources(
data_date, index_context, external_sector, external_stock
),
*([{
"lines": "补录爻位",
"layer": "用户补充",
"realtime": market_mode == "intraday",
"detail": str(manual_data.get("note") or "量化数据经原公式重新计算"),
}] if manual_active else []),
],
}
chart["data_checks"] = data_checks
chart["manual_data"] = manual_data
sector_phase_overrides = self.database.list_sector_phase_overrides()
field = build_five_phase_field(
normalized_date,
sector_phase_overrides,
)
personal_profile = self.account_personal_field(
normalized_date,
field,
public=True,
)
daily_fortune_reading = self.database.latest_heaven_reading(
self.current_user_id, "fortune", normalized_date
)
if self._legacy_truncated_heaven_reading(daily_fortune_reading):
daily_fortune_reading = None
return {
"trade_date": data_date,
"calendar_date": normalized_date,
"market_mode": market_mode,
"chart": chart,
"field": field,
"personal_profile": personal_profile,
"daily_fortune_reading": daily_fortune_reading,
"sector_phase_overrides": [
{"name": name, "element": element}
for name, element in sector_phase_overrides.items()
],
"llm": {
"configured": self.llm_configured,
"model": self.llm_primary_model if self.llm_configured else "",
"fallback_configured": self.llm_fallback_configured,
"fallback_model": self.llm_fallback_model if self.llm_fallback_configured else "",
},
}
@staticmethod
def _heaven_market_mode(
trade_date: str,
dashboard: dict[str, Any],
now: datetime | None = None,
) -> str:
"""区分盘中、今日收盘和历史,避免把 rt_k 数据来源误当成交易状态。"""
now = now or datetime.now().astimezone()
if trade_date != now.strftime("%Y%m%d"):
return "historical"
meta = dashboard.get("meta") or {}
status = str(meta.get("market_status") or "").lower()
local_time = now.time().replace(tzinfo=None)
if status == "closed" or local_time > datetime.strptime("15:05", "%H:%M").time():
return "closed"
if status in {"trading", "auction", "pre_open"} or (
bool(meta.get("realtime"))
and local_time >= datetime.strptime("09:15", "%H:%M").time()
):
return "intraday"
return "historical"
@staticmethod
def _heaven_trend_sources(
trade_date: str,
index_context: dict[str, Any],
sector: dict[str, Any] | None,
stock: dict[str, Any] | None,
) -> list[dict[str, Any]]:
sector = sector or {}
stock = stock or {}
return [
{
"lines": "五爻、上爻",
"layer": "指数",
"source": index_context.get("source") or "unavailable",
"trade_date": index_context.get("trade_date") or "",
"realtime": bool(index_context.get("realtime")),
"detail": f"三大指数 {len(index_context.get('indices') or [])}/3",
},
{
"lines": "三爻、四爻",
"layer": "行业",
"source": sector.get("source") or "unavailable",
"trade_date": sector.get("trade_date") or "",
"realtime": bool(sector.get("realtime")),
"detail": (
f"申万二级 {sector.get('name') or '--'} {sector.get('code') or '--'} "
f"成分覆盖 {int(sector.get('quote_count') or 0)}/{int(sector.get('member_count') or 0)}"
),
},
{
"lines": "初爻、二爻",
"layer": "个股",
"source": stock.get("data_source") or "unavailable",
"trade_date": stock.get("trade_date") or trade_date,
"realtime": bool(stock.get("realtime")),
"detail": (
f"{stock.get('name') or '--'};换手基准 "
f"{stock.get('capital_trade_date') or '--'}"
),
},
]
@staticmethod
def _heaven_trend_quality_issues(
trade_date: str,
dashboard: dict[str, Any],
index_context: dict[str, Any],
sector: dict[str, Any] | None,
stock: dict[str, Any] | None,
market_mode: str = "historical",
) -> list[str]:
issues: list[str] = []
intraday = market_mode == "intraday"
closed = market_mode == "closed"
if intraday:
meta = dashboard.get("meta") or {}
market_status = str(meta.get("market_status") or "")
now = datetime.now().astimezone()
try:
updated_at = datetime.fromisoformat(str(meta.get("updated_at") or ""))
if updated_at.tzinfo is None:
updated_at = updated_at.replace(tzinfo=now.tzinfo)
snapshot_age = (now - updated_at.astimezone(now.tzinfo)).total_seconds()
except ValueError:
snapshot_age = float("inf")
if market_status in {"trading", "auction", "pre_open"} and snapshot_age > 120:
issues.append("主行情快照超过2分钟,请点击顶部刷新")
# 收盘后不再用 dashboard.market_status 作为阻断条件。盘后同步可能将
# rt_k 快照替换成同日盘后日线而不带该字段;六爻数据本身的日期、
# 完整性和来源校验已足以判断是否可以成卦。
index_date = str(index_context.get("trade_date") or "").replace("-", "")
index_rows = list(index_context.get("indices") or [])
index_row_dates = {
str(row.get("trade_date") or "").replace("-", "") for row in index_rows
}
if not index_context.get("precise") or len(index_rows) < 3:
issues.append("指数层缺少三大指数的有效行情")
elif index_date != trade_date or index_row_dates != {trade_date}:
issues.append("指数行情与目标交易日不一致")
elif intraday and not index_context.get("realtime"):
issues.append("盘中指数层缺少可核验的实时行情")
elif not intraday and (
index_context.get("realtime")
or str(index_context.get("source") or "") != "tushare"
):
issues.append("历史/收盘指数层必须使用 Tushare 官方指数日线")
sector = sector or {}
sector_date = str(sector.get("trade_date") or "").replace("-", "")
sector_coverage = float(sector.get("coverage") or 0)
sector_explained_count = int(
sector.get("explained_count")
if sector.get("explained_count") is not None
else sector.get("quote_count") or 0
)
sector_explained_coverage = float(
sector.get("explained_coverage")
if sector.get("explained_coverage") is not None
else sector_coverage
)
sector_coverage_issue = _sector_coverage_issue(
int(sector.get("member_count") or 0),
int(sector.get("quote_count") or 0),
sector_explained_coverage,
sector_explained_count,
)
if not sector:
issues.append("行业层缺少申万二级行业归属")
elif sector.get("taxonomy") != "sw_l2":
issues.append("行业层必须使用申万二级行业分类")
elif sector_date != trade_date:
issues.append("行业行情与目标交易日不一致")
elif intraday and not sector.get("realtime"):
issues.append("盘中行业层缺少申万实时行情")
elif market_mode == "historical" and sector.get("realtime"):
issues.append("历史行业层不能使用实时快照")
elif closed and sector.get("realtime") and not sector.get("finalized"):
issues.append("收盘行业层缺少15:00最终快照")
if not sector.get("inner_precise", sector.get("precise")):
issues.append("行业内核缺少可核验的成分行情")
if not sector.get("outer_precise", sector.get("precise")):
issues.append("行业外显缺少申万官方行情")
if sector and sector_coverage_issue:
issues.append(sector_coverage_issue)
if sector.get("realtime") and not sector.get("relative_turnover"):
issues.append("行业内核缺少相对全市场换手活跃度")
stock = stock or {}
stock_date = str(stock.get("trade_date") or "").replace("-", "")
if not stock or not stock.get("code"):
issues.append("个股层尚未载入有效标的")
elif not stock.get("precise"):
issues.append("个股层缺少可核验的行情数据")
elif stock_date != trade_date:
issues.append("个股行情与目标交易日不一致")
elif intraday and not stock.get("realtime"):
issues.append("盘中个股层不是 rt_k 实时行情")
elif not intraday and (
stock.get("realtime")
or str(stock.get("data_source") or "") != "tushare"
):
issues.append("历史/收盘个股层必须使用 Tushare 官方日线")
if intraday and stock and not stock.get("turnover_source"):
issues.append("个股内核缺少可核验的实时换手率")
elif intraday and stock.get("turnover_source") == "unavailable":
issues.append("个股内核缺少流通股本,无法计算实时换手率")
if intraday and stock.get("activity_source") == "unavailable":
issues.append("个股内核缺少近5日量能基准")
elif intraday and not stock.get("activity_source"):
issues.append("个股内核缺少同时间进度量能")
return issues