复制 local 代码到 serve

2026-07-04 16:59:25 +08:00
parent cee04c1b46
commit 0474e5fb46
302 changed files with 78290 additions and 0 deletions
@@ -0,0 +1,585 @@
+"""用户偏好设置持久化。
+
+存储位置: data/user_data/preferences.json
+沿用 secrets_store 的 merge-write 模式,但不做 chmod 0600 (非敏感数据)。
+"""
+from __future__ import annotations
+
+import json
+import logging
+from pathlib import Path
+
+logger = logging.getLogger(__name__)
+
+
+def _path() -> Path:
+    from app.config import settings
+    p = settings.data_dir / "user_data" / "preferences.json"
+    p.parent.mkdir(parents=True, exist_ok=True)
+    return p
+
+
+def load() -> dict:
+    p = _path()
+    if p.exists():
+        try:
+            return json.loads(p.read_text(encoding="utf-8"))
+        except Exception as e:  # noqa: BLE001
+            logger.warning("preferences.json malformed: %s", e)
+    return {}
+
+
+def save(updates: dict) -> dict:
+    """合并写入。返回新内容。"""
+    current = load()
+    current.update(updates)
+    _path().write_text(
+        json.dumps(current, indent=2, ensure_ascii=False), encoding="utf-8",
+    )
+    return current
+
+
+def get_realtime_quotes_enabled() -> bool:
+    return load().get("realtime_quotes_enabled", False)
+
+
+def get_indices_nav_pinned() -> bool:
+    """侧栏指数报价卡片是否固定显示。默认 True（常驻）。
+    关闭后，卡片跟随实时行情开关（仅实时开时显示）。"""
+    return load().get("indices_nav_pinned", True)
+
+
+def get_realtime_quote_interval() -> float:
+    return load().get("realtime_quote_interval", 10.0)
+
+
+def get_realtime_watchlist_symbols() -> list[str]:
+    """Free 档自选实时监控标的:直接取自选页前 5 个。"""
+    try:
+        from app.services import watchlist
+        rows = watchlist.list_symbols()
+    except Exception as e:  # noqa: BLE001
+        logger.warning("load watchlist for realtime failed: %s", e)
+        return []
+    out: list[str] = []
+    for row in rows:
+        symbol = str((row or {}).get("symbol") or "").strip().upper()
+        if symbol and symbol not in out:
+            out.append(symbol)
+        if len(out) >= 5:
+            break
+    return out
+
+
+def set_realtime_watchlist_symbols(symbols: list[str]) -> list[str]:  # noqa: ARG001
+    """兼容旧接口: Free 实时标的现在由自选页前 5 个决定。"""
+    return get_realtime_watchlist_symbols()
+
+
+def set_realtime_quote_interval(interval: float) -> float:
+    """保存行情轮询间隔（不在此做 min/max 校验，由调用方按档位限制）。"""
+    current = load()
+    current["realtime_quote_interval"] = interval
+    _path().write_text(
+        json.dumps(current, indent=2, ensure_ascii=False), encoding="utf-8",
+    )
+    return interval
+
+
+def get_minute_sync_enabled() -> bool:
+    return load().get("minute_sync_enabled", False)
+
+
+def get_minute_sync_days() -> int:
+    return max(1, min(30, load().get("minute_sync_days", 5)))
+
+
+# ===== 数据源选择 (默认 TickFlow；第一阶段仅日K切换入口) =====
+
+_ALLOWED_DATA_PROVIDERS = {"tickflow"}
+
+
+def get_daily_data_provider() -> str:
+    provider = str(load().get("daily_data_provider", "tickflow") or "tickflow").lower()
+    return provider if provider in _ALLOWED_DATA_PROVIDERS else "tickflow"
+
+
+def get_adj_factor_provider() -> str:
+    provider = str(load().get("adj_factor_provider", "same_as_daily") or "same_as_daily").lower()
+    if provider == "same_as_daily":
+        return provider
+    return provider if provider in _ALLOWED_DATA_PROVIDERS else "same_as_daily"
+
+
+def get_minute_data_provider() -> str:
+    provider = str(load().get("minute_data_provider", "tickflow") or "tickflow").lower()
+    return provider if provider in _ALLOWED_DATA_PROVIDERS else "tickflow"
+
+
+def get_realtime_data_provider() -> str:
+    # 盘中实时现阶段仅支持 TickFlow。
+    return "tickflow"
+
+
+# ===== 盘后管道拉取内容开关 (A股 / ETF / 指数 独立控制) =====
+
+def get_pipeline_pull_a_share() -> bool:
+    """A 股日K固定拉取。"""
+    return True
+
+
+def get_pipeline_pull_etf() -> bool:
+    """是否拉取 ETF 日K。默认 False(标的多,首次较慢)。"""
+    return load().get("pipeline_pull_etf", False)
+
+
+def get_pipeline_pull_index() -> bool:
+    """是否拉取指数日K。默认 True。"""
+    return load().get("pipeline_pull_index", True)
+
+
+_PIPELINE_PULL_KEYS = ("pipeline_pull_etf", "pipeline_pull_index")
+
+
+def get_pipeline_pull_types() -> dict:
+    """返回三个拉取开关的当前值。"""
+    return {
+        "pipeline_pull_a_share": get_pipeline_pull_a_share(),
+        "pipeline_pull_etf": get_pipeline_pull_etf(),
+        "pipeline_pull_index": get_pipeline_pull_index(),
+    }
+
+
+def set_pipeline_pull_types(cfg: dict) -> dict:
+    """批量保存拉取开关。只接受白名单内的布尔字段。"""
+    updates = {
+        k: bool(v) for k, v in cfg.items()
+        if k in _PIPELINE_PULL_KEYS and v is not None
+    }
+    save(updates)
+    return get_pipeline_pull_types()
+
+
+def get_pipeline_index_symbols() -> str:
+    """指数自定义拉取代码(逗号/换行/空格分隔)。空串表示全量。"""
+    return str(load().get("pipeline_index_symbols", "") or "").strip()
+
+
+def set_pipeline_index_symbols(symbols: str) -> str:
+    """保存指数自定义代码,返回规范化后的字符串。"""
+    save({"pipeline_index_symbols": symbols})
+    return get_pipeline_index_symbols()
+
+
+def get_pipeline_schedule() -> dict:
+    """返回盘后管道调度时间 {"hour": 15, "minute": 30}。"""
+    d = load().get("pipeline_schedule", {"hour": 15, "minute": 30})
+    return {"hour": d.get("hour", 15), "minute": d.get("minute", 30)}
+
+
+def set_pipeline_schedule(hour: int, minute: int) -> dict:
+    h = max(0, min(23, hour))
+    m = max(0, min(59, minute))
+    # 盘后不早于 15:00
+    if h * 60 + m < 15 * 60:
+        h, m = 15, 0
+    save({"pipeline_schedule": {"hour": h, "minute": m}})
+    return {"hour": h, "minute": m}
+
+
+def get_instruments_schedule() -> dict:
+    """返回盘前标的维表调度时间 {"hour": 9, "minute": 10}。"""
+    d = load().get("instruments_schedule", {"hour": 9, "minute": 10})
+    return {"hour": d.get("hour", 9), "minute": d.get("minute", 10)}
+
+
+def set_instruments_schedule(hour: int, minute: int) -> dict:
+    h = max(0, min(23, hour))
+    m = max(0, min(59, minute))
+    # 盘前不晚于 09:15
+    if h * 60 + m > 9 * 60 + 15:
+        h, m = 9, 15
+    save({"instruments_schedule": {"hour": h, "minute": m}})
+    return {"hour": h, "minute": m}
+
+
+def get_enriched_batch_size() -> int:
+    """返回 enriched 全量计算每批 symbol 数量。"""
+    return max(1, min(10000, load().get("enriched_batch_size", 1000)))
+
+
+def set_enriched_batch_size(size: int) -> int:
+    """保存 enriched 全量计算批次大小。"""
+    size = max(10, min(6000, size))
+    save({"enriched_batch_size": size})
+    return size
+
+
+def get_index_daily_batch_size() -> int:
+    """返回指数日 K 同步每批 symbol 数量。"""
+    return max(1, min(10000, load().get("index_daily_batch_size", 100)))
+
+
+def set_index_daily_batch_size(size: int) -> int:
+    """保存指数日 K 同步批次大小。"""
+    size = max(1, min(10000, size))
+    save({"index_daily_batch_size": size})
+    return size
+
+
+# ── 五档盘口 sealed(真假涨停) 配置 ──────────────────────
+
+def get_limit_ladder_monitor_enabled() -> bool:
+    """连板梯队 5 档监控开关。关闭时 depth 不轮询(连板梯队降级显示)。"""
+    return load().get("limit_ladder_monitor_enabled", False)
+
+
+def get_depth_polling_interval() -> float:
+    """depth 盘中轮询间隔(秒)。默认 20(Pro/Expert 都适用)。"""
+    return float(load().get("depth_polling_interval", 20.0))
+
+
+def set_depth_polling_interval(interval: float) -> float:
+    """保存 depth 轮询间隔。套餐范围 clamp 由 depth_service 按档位做。"""
+    interval = max(1.0, min(600.0, float(interval)))
+    save({"depth_polling_interval": interval})
+    return interval
+
+
+def get_depth_finalize_time() -> dict:
+    """盘后 sealed 定版时间 {"hour": 15, "minute": 2}。范围 15:01~18:00。"""
+    d = load().get("depth_finalize_time", {"hour": 15, "minute": 2})
+    return {"hour": d.get("hour", 15), "minute": d.get("minute", 2)}
+
+
+def set_depth_finalize_time(hour: int, minute: int) -> dict:
+    """保存盘后 sealed 定版时间,强制范围 15:01~18:00。"""
+    h = max(0, min(23, hour))
+    m = max(0, min(59, minute))
+    # 下限 15:01, 上限 18:00
+    if h * 60 + m < 15 * 60 + 1:
+        h, m = 15, 1
+    if h * 60 + m > 18 * 60:
+        h, m = 18, 0
+    save({"depth_finalize_time": {"hour": h, "minute": m}})
+    return {"hour": h, "minute": m}
+
+
+# 复盘推送可选渠道白名单 (微信等暂未实现, 不在白名单内, 前端仅作占位)
+# 多选: 不推送 = 空数组, 而非 'none'
+REVIEW_PUSH_CHANNELS = {"feishu"}
+
+
+def get_review_schedule() -> dict:
+    """定时复盘调度 {"enabled": False, "hour": 15, "minute": 10}。默认关闭。
+
+    A股 15:00 收盘, 默认时间设为 15:10(收盘后即时复盘), 强制下限 15:00。
+    """
+    d = load().get("review_schedule", {"enabled": False, "hour": 15, "minute": 10})
+    return {
+        "enabled": bool(d.get("enabled", False)),
+        "hour": d.get("hour", 15),
+        "minute": d.get("minute", 10),
+    }
+
+
+def set_review_schedule(enabled: bool, hour: int, minute: int) -> dict:
+    """保存定时复盘调度。强制时间下限 15:00(A股收盘)。
+
+    enabled=False 时时间仍保存(下次开启可沿用), 但调度器不会注册 job。
+    """
+    h = max(0, min(23, hour))
+    m = max(0, min(59, minute))
+    # 下限 15:00: A股 15:00 收盘, 收盘后才有当日完整数据复盘
+    if h * 60 + m < 15 * 60:
+        h, m = 15, 0
+    save({"review_schedule": {"enabled": bool(enabled), "hour": h, "minute": m}})
+    return {"enabled": bool(enabled), "hour": h, "minute": m}
+
+
+def get_review_push_channels() -> list[str]:
+    """复盘推送渠道(多选) — 选定的外部工具列表, 复盘归档后逐个推送。
+
+    与 review_schedule / 实时行情完全独立, 常驻可单独设置。
+    空列表 = 不推送; ['feishu'] = 推送到飞书(复用监控中心全局 feishu_webhook_url/secret)。
+
+    向后兼容:
+      - 老多版本单选 review_push_channel=='feishu' → ['feishu']
+      - 更老布尔 review_push_enabled==True → ['feishu']
+    """
+    d = load()
+    raw = d.get("review_push_channels")
+    if isinstance(raw, list):
+        return [c for c in raw if c in REVIEW_PUSH_CHANNELS]
+    # 兼容老单选字符串
+    if d.get("review_push_channel") == "feishu":
+        return ["feishu"]
+    # 兼容更老布尔开关
+    if d.get("review_push_enabled") is True:
+        return ["feishu"]
+    return []
+
+
+def set_review_push_channels(channels: list[str]) -> list[str]:
+    """保存复盘推送渠道(多选)。过滤白名单外的值、去重、保序。空列表 = 不推送。"""
+    seen: set[str] = set()
+    cleaned: list[str] = []
+    for c in channels or []:
+        if c in REVIEW_PUSH_CHANNELS and c not in seen:
+            seen.add(c)
+            cleaned.append(c)
+    save({"review_push_channels": cleaned})
+    return cleaned
+
+
+
+# ===== 实时监控 =====
+
+# 页面 SSE 刷新配置: { "watchlist": true, "monitor": true, ... }
+# 可刷新的页面列表及其默认值
+SSE_REFRESH_PAGES_DEFAULT = {
+    "watchlist": True,
+    "limit-ladder": False,
+}
+
+SIDEBAR_INDEX_SYMBOLS_DEFAULT = ["000001.SH", "399001.SZ", "399006.SZ", "000680.SH"]
+
+
+# ===== 盘中实时行情范围 (独立于盘后管道范围) =====
+
+
+def get_realtime_pull_stock() -> bool:
+    return load().get("realtime_pull_stock", True)
+
+
+def get_realtime_pull_etf() -> bool:
+    # 老用户兼容: ETF 实时默认关闭，避免升级后请求量/写盘量突然增加。
+    return load().get("realtime_pull_etf", False)
+
+
+def get_realtime_pull_index() -> bool:
+    return load().get("realtime_pull_index", True)
+
+
+def get_realtime_index_mode() -> str:
+    mode = str(load().get("realtime_index_mode", "core") or "core").lower()
+    return mode if mode in {"core", "all"} else "core"
+
+
+def get_realtime_index_symbols() -> list[str]:
+    stored = load().get("realtime_index_symbols", SIDEBAR_INDEX_SYMBOLS_DEFAULT)
+    if isinstance(stored, str):
+        import re
+        stored = [s.strip() for s in re.split(r"[,\s]+", stored) if s.strip()]
+    return [str(s) for s in stored if str(s).strip()]
+
+
+def set_realtime_quote_scope(cfg: dict) -> dict:
+    updates = {}
+    for key in ("realtime_pull_stock", "realtime_pull_etf", "realtime_pull_index"):
+        if key in cfg and cfg[key] is not None:
+            updates[key] = bool(cfg[key])
+    if "realtime_index_mode" in cfg and cfg["realtime_index_mode"] in {"core", "all"}:
+        updates["realtime_index_mode"] = cfg["realtime_index_mode"]
+    if "realtime_index_symbols" in cfg and cfg["realtime_index_symbols"] is not None:
+        updates["realtime_index_symbols"] = cfg["realtime_index_symbols"]
+    if updates:
+        save(updates)
+    return get_realtime_quote_scope()
+
+
+def get_realtime_quote_scope() -> dict:
+    return {
+        "realtime_pull_stock": get_realtime_pull_stock(),
+        "realtime_pull_etf": get_realtime_pull_etf(),
+        "realtime_pull_index": get_realtime_pull_index(),
+        "realtime_index_mode": get_realtime_index_mode(),
+        "realtime_index_symbols": get_realtime_index_symbols(),
+    }
+
+
+def get_sse_refresh_pages() -> dict[str, bool]:
+    """返回每个页面的 SSE 刷新开关。"""
+    stored = load().get("sse_refresh_pages", {})
+    # 合并默认值 (新增页面自动出现)
+    result = dict(SSE_REFRESH_PAGES_DEFAULT)
+    result.update(stored)
+    return result
+
+
+def set_sse_refresh_pages(pages: dict[str, bool]) -> dict[str, bool]:
+    """保存页面 SSE 刷新配置。"""
+    save({"sse_refresh_pages": pages})
+    return get_sse_refresh_pages()
+
+
+def get_sidebar_index_symbols() -> list[str]:
+    """返回左侧菜单显示的指数代码。"""
+    stored = load().get("sidebar_index_symbols", SIDEBAR_INDEX_SYMBOLS_DEFAULT)
+    allowed = set(SIDEBAR_INDEX_SYMBOLS_DEFAULT)
+    return [s for s in stored if s in allowed]
+
+
+def get_strategy_monitor_enabled() -> bool:
+    """策略告警评估总开关。"""
+    return load().get("strategy_monitor_enabled", False)
+
+
+def get_system_notify_enabled() -> bool:
+    """系统通知开关 — 开启后监控告警同时推送到操作系统通知中心。"""
+    return load().get("system_notify_enabled", False)
+
+
+def set_system_notify_enabled(enabled: bool) -> bool:
+    """保存系统通知开关。"""
+    save({"system_notify_enabled": bool(enabled)})
+    return bool(enabled)
+
+
+def get_feishu_webhook_url() -> str:
+    """飞书自定义机器人 Webhook 地址 — 全局共用一处, 所有启用推送的规则都推到这一个群。"""
+    return load().get("feishu_webhook_url", "")
+
+
+def get_feishu_webhook_secret() -> str:
+    """飞书自定义机器人签名密钥 — 机器人启用「签名校验」时必填, 留空表示不验签。"""
+    return load().get("feishu_webhook_secret", "")
+
+
+def set_feishu_webhook_url(url: str) -> str:
+    """保存飞书 Webhook 地址。传入空串表示清空配置。"""
+    save({"feishu_webhook_url": str(url or "").strip()})
+    return get_feishu_webhook_url()
+
+
+def set_feishu_webhook_secret(secret: str) -> str:
+    """保存飞书签名密钥。传入空串表示不验签。"""
+    save({"feishu_webhook_secret": str(secret or "").strip()})
+    return get_feishu_webhook_secret()
+
+
+def get_webhook_enabled_default() -> bool:
+    """新建监控规则时是否默认勾选「飞书推送」。
+
+    数据模型当前只有一个 webhook_enabled 布尔 (即飞书), QMT/ptrade 待定。
+    此默认值供规则编辑器新建规则时预填, 单条规则仍可独立修改。
+    """
+    return load().get("webhook_enabled_default", False)
+
+
+def set_webhook_enabled_default(enabled: bool) -> bool:
+    """保存飞书推送默认勾选态。"""
+    save({"webhook_enabled_default": bool(enabled)})
+    return get_webhook_enabled_default()
+
+
+def get_screener_auto_run() -> bool:
+    """选股页进入时是否自动运行所有策略 (获取命中数)。默认开。"""
+    return load().get("screener_auto_run", True)
+
+
+def get_strategy_monitor_ids() -> list[str]:
+    """返回监控池中的策略 ID。"""
+    return load().get("strategy_monitor_ids", [])
+
+
+def set_realtime_monitor_config(cfg: dict) -> dict:
+    """批量更新实时监控配置。"""
+    updates = {}
+    if "sse_refresh_pages" in cfg:
+        updates["sse_refresh_pages"] = cfg["sse_refresh_pages"]
+    if "strategy_monitor_enabled" in cfg:
+        updates["strategy_monitor_enabled"] = cfg["strategy_monitor_enabled"]
+    if "strategy_monitor_ids" in cfg:
+        updates["strategy_monitor_ids"] = cfg["strategy_monitor_ids"]
+    if "sidebar_index_symbols" in cfg:
+        allowed = set(SIDEBAR_INDEX_SYMBOLS_DEFAULT)
+        updates["sidebar_index_symbols"] = [s for s in cfg["sidebar_index_symbols"] if s in allowed]
+    if "screener_auto_run" in cfg:
+        updates["screener_auto_run"] = bool(cfg["screener_auto_run"])
+    if updates:
+        save(updates)
+    return get_realtime_monitor_config()
+
+
+def get_realtime_monitor_config() -> dict:
+    """返回完整的实时监控配置。"""
+    return {
+        "sse_refresh_pages": get_sse_refresh_pages(),
+        "strategy_monitor_enabled": get_strategy_monitor_enabled(),
+        "strategy_monitor_ids": get_strategy_monitor_ids(),
+        "sidebar_index_symbols": get_sidebar_index_symbols(),
+        "screener_auto_run": get_screener_auto_run(),
+    }
+
+
+def get_nav_order() -> list[str]:
+    """返回左侧菜单的自定义排序（内置页面 path + 扩展分析菜单 id）。"""
+    return load().get("nav_order", [])
+
+
+def set_nav_order(order: list[str]) -> list[str]:
+    """保存左侧菜单排序。"""
+    save({"nav_order": order})
+    return get_nav_order()
+
+
+def get_nav_hidden() -> list[str]:
+    """返回左侧菜单中隐藏的项 id 列表。"""
+    return load().get("nav_hidden", [])
+
+
+def set_nav_hidden(hidden: list[str]) -> list[str]:
+    """保存左侧菜单隐藏项。"""
+    save({"nav_hidden": hidden})
+    return get_nav_hidden()
+
+
+def get_watchlist_columns() -> list[dict] | None:
+    """返回自选列表列配置。"""
+    return load().get("watchlist_columns")
+
+
+def set_watchlist_columns(columns: list[dict]) -> list[dict]:
+    """保存自选列表列配置。"""
+    save({"watchlist_columns": columns})
+    return columns
+
+
+def get_screener_result_columns() -> list[dict] | None:
+    """返回策略结果列表列配置。"""
+    return load().get("screener_result_columns")
+
+
+def set_screener_result_columns(columns: list[dict]) -> list[dict]:
+    """保存策略结果列表列配置。"""
+    save({"screener_result_columns": columns})
+    return columns
+
+
+# ===== 首次使用引导 =====
+
+def get_onboarding_completed() -> bool:
+    """是否已完成首次使用向导。默认 False（新用户）。"""
+    return bool(load().get("onboarding_completed", False))
+
+
+def set_onboarding_completed(done: bool = True) -> bool:
+    """标记首次使用向导完成状态。"""
+    save({"onboarding_completed": bool(done)})
+    return bool(done)
+
+
+# ===== 财务数据同步时间(持久化,重启不丢失) =====
+# 结构: { "metrics": "2026-06-25T10:00:00+08:00", "income": ..., ... }
+
+def get_financial_sync_times() -> dict[str, str]:
+    """返回各财务表的最后同步时间(ISO 字符串)。未同步过的表不在返回值中。"""
+    return load().get("financial_sync_times", {}) or {}
+
+
+def set_financial_sync_time(table: str, iso_ts: str) -> None:
+    """更新单张财务表的最后同步时间(合并写入,不清除其他表)。"""
+    times = get_financial_sync_times()
+    times[table] = iso_ts
+    save({"financial_sync_times": times})