重置项目

2026-07-04 15:59:20 +08:00
parent 374e587f2d
commit 648a8b7f1c
224 changed files with 19700 additions and 9547 deletions
@@ -7,11 +7,10 @@ from __future__ import annotations
 import logging
 import time

-from fastapi import APIRouter, Request
+from fastapi import APIRouter, HTTPException, Request
 from pydantic import BaseModel

 from app import secrets_store
-from app.services.financial_sync import financial_scheduler
 from app.tickflow import client as tf_client
 from app.tickflow.policy import (
    detect_capabilities,
@@ -30,25 +29,34 @@ router = APIRouter(prefix="/api/settings", tags=["settings"])
 DEFAULT_PAID_ENDPOINT = "https://api.tickflow.org"


+def _sync_financial_scheduler_caps(app_state, capset) -> None:
+    """把重新探测出的能力同步给财务调度器。
+
+    app.state.capabilities 在此已更新, 但 FinancialScheduler 在启动时捕获的是旧引用,
+    需显式刷新, 否则用户升级到 Expert 后点「全部同步」仍会因调度器读旧 capset 而被拒。
+    """
+    fs = getattr(app_state, "financial_scheduler", None)
+    if fs is None:
+        return
+    try:
+        fs.update_capabilities(capset)
+    except Exception as e:  # noqa: BLE001
+        logging.getLogger(__name__).warning("update financial_scheduler capabilities failed: %s", e)
+
+
 class TickflowKeyIn(BaseModel):
    api_key: str


-def _sync_financial_scheduler(request: Request, capset) -> None:
-    """Key 变更后同步财务调度器状态,无需重启服务。"""
-    try:
-        financial_scheduler.update(request.app.state.repo.store.data_dir, capset)
-    except Exception as e:  # noqa: BLE001
-        logger.warning("financial_scheduler update failed: %s", e)
-
-
@router.get("")
 def get_settings() -> dict:
    """返回当前配置概况(Key 脱敏)。"""
    from app.config import settings
    from app.services import preferences
+    from app.services.ai_provider import ai_configured, current_ai_model, current_codex_command

    key = secrets_store.get_tickflow_key()
+    ai_provider = secrets_store.get_ai_config("ai_provider", settings.ai_provider)
    return {
        "mode": tf_client.current_mode(),
        "tickflow_api_key_masked": secrets_store.mask(key),
@@ -61,12 +69,14 @@ def get_settings() -> dict:
        # 首次使用引导
        "onboarding_completed": preferences.get_onboarding_completed(),
        # AI 配置
-        "ai_provider": secrets_store.get_ai_config("ai_provider", settings.ai_provider),
+        "ai_provider": ai_provider,
        "ai_base_url": secrets_store.get_ai_config("ai_base_url", settings.ai_base_url),
        "ai_api_key_masked": secrets_store.mask(secrets_store.get_ai_key()),
        "has_ai_key": bool(secrets_store.get_ai_key()),
-        "ai_model": secrets_store.get_ai_config("ai_model", settings.ai_model),
-        "ai_daily_token_budget": int(secrets_store.get_ai_config("ai_daily_token_budget", str(settings.ai_daily_token_budget)) or settings.ai_daily_token_budget),
+        "ai_configured": ai_configured(ai_provider),
+        "ai_model": current_ai_model(),
+        "ai_codex_command": current_codex_command(),
+        "ai_user_agent": secrets_store.get_ai_config("ai_user_agent", settings.ai_user_agent),
    }


@@ -76,9 +86,9 @@ class SwitchEndpointIn(BaseModel):

@router.post("/switch_endpoint")
 def switch_endpoint(req: SwitchEndpointIn, request: Request) -> dict:
-    """切换数据源端点并立即生效。
+    """切换 TickFlow 端点并立即生效。

-    端点切换仅对付费档(starter+,走付费 API 节点)有意义;
+    端点切换仅对付费档(starter+,走 api.tickflow.org)有意义;
    none/free 档运行在 free-api 服务器,无付费端点权限,禁止切换。
    """
    # none/free 档没有付费端点权限,禁止切换
@@ -102,7 +112,7 @@ def switch_endpoint(req: SwitchEndpointIn, request: Request) -> dict:

@router.post("/tickflow-key")
 def save_tickflow_key(req: TickflowKeyIn, request: Request) -> dict:
-    """保存数据源 API Key 并立即重新探测能力。
+    """保存 TickFlow API Key 并立即重新探测能力。

    先探后存(关键改动,修复乱填 key 也会被持久化的问题):
      1. 临时用新 key 探测(付费端点),判定档位
@@ -112,7 +122,7 @@ def save_tickflow_key(req: TickflowKeyIn, request: Request) -> dict:
      4. 判定为 starter+ → 存 key,切到付费端点(现有逻辑)

    端点联动:从无 key 升级到付费 key 时,残留的 free-api 端点不可用,
-    故自动切到默认付费端点;free 档则清除自定义端点。
+    故自动切到默认付费端点(api.tickflow.org);free 档则清除自定义端点。
    """
    from app.tickflow.policy import (
        base_tier_name, is_invalid_key,
@@ -129,7 +139,7 @@ def save_tickflow_key(req: TickflowKeyIn, request: Request) -> dict:
    # 立即重新探测(此时 client 已按档位判定,但首次探测必然走付费端点验证)
    capset = detect_capabilities(force=True)
    request.app.state.capabilities = capset
-    _sync_financial_scheduler(request, capset)
+    _sync_financial_scheduler_caps(request.app.state, capset)

    # ===== 2) 判定为无效 key(连单只日K都拿不到)→ 不存,清除 =====
    if is_invalid_key() or base_tier_name() == "none":
@@ -138,7 +148,7 @@ def save_tickflow_key(req: TickflowKeyIn, request: Request) -> dict:
        tf_client.reset_clients()
        capset = detect_capabilities(force=True)
        request.app.state.capabilities = capset
-        _sync_financial_scheduler(request, capset)
+        _sync_financial_scheduler_caps(request.app.state, capset)
        return {
            "ok": False,
            "reason": "invalid",
@@ -195,7 +205,7 @@ def clear_tickflow_key(request: Request) -> dict:

    capset = detect_capabilities(force=True)
    request.app.state.capabilities = capset
-    _sync_financial_scheduler(request, capset)
+    _sync_financial_scheduler_caps(request.app.state, capset)

    return {
        "ok": True,
@@ -223,13 +233,15 @@ class AiSettingsIn(BaseModel):
    base_url: str = ""
    api_key: str | None = None
    model: str = ""
-    daily_token_budget: int = 500_000
+    codex_command: str = ""
+    user_agent: str = ""


@router.post("/ai")
 def save_ai_settings(req: AiSettingsIn) -> dict:
    """保存 AI 配置（全部持久化到 secrets.json）"""
    from app.config import settings
+    from app.services.ai_provider import ai_configured, current_ai_model, current_ai_provider, current_codex_command, normalize_codex_command

    updates: dict = {}
    if req.provider:
@@ -245,15 +257,52 @@ def save_ai_settings(req: AiSettingsIn) -> dict:
        else:
            secrets_store.clear("ai_api_key")
            settings.ai_api_key = ""
-    if req.model:
+    if req.provider == "codex_cli" and not req.model:
+        secrets_store.clear("ai_model")
+        settings.ai_model = ""
+    elif req.model:
        updates["ai_model"] = req.model
        settings.ai_model = req.model
-    updates["ai_daily_token_budget"] = req.daily_token_budget
-    settings.ai_daily_token_budget = req.daily_token_budget
+    if req.provider == "codex_cli":
+        try:
+            codex_command = normalize_codex_command(req.codex_command)
+        except ValueError as exc:
+            raise HTTPException(status_code=400, detail=str(exc)) from exc
+        updates["ai_codex_command"] = codex_command
+        settings.ai_codex_command = codex_command
+    # user_agent 允许清空(回到默认浏览器 UA),故无条件持久化
+    updates["ai_user_agent"] = req.user_agent
+    settings.ai_user_agent = req.user_agent

    if updates:
        secrets_store.save(updates)

+    provider = current_ai_provider()
+    return {
+        "ok": True,
+        "ai_provider": provider,
+        "ai_model": current_ai_model(),
+        "ai_codex_command": current_codex_command(),
+        "ai_configured": ai_configured(provider),
+    }
+
+
+@router.delete("/ai")
+def clear_ai_settings() -> dict:
+    """一键清空 AI 配置(provider / base_url / api_key / model)。
+
+    保留 ai_user_agent —— 自定义请求头与凭证解耦,清空凭证不影响绕过 CDN 拦截的设置。
+    """
+    from app.config import settings
+
+    secrets_store.clear("ai_provider", "ai_base_url", "ai_api_key", "ai_model", "ai_codex_command")
+    # 同步重置运行时内存(provider 回默认值,其余置空)
+    settings.ai_provider = "openai_compat"
+    settings.ai_base_url = ""
+    settings.ai_api_key = ""
+    settings.ai_model = ""
+    settings.ai_codex_command = "codex"
+
    return {"ok": True}


@@ -280,6 +329,16 @@ def get_preferences() -> dict:
        "indices_nav_pinned": preferences.get_indices_nav_pinned(),
        "minute_sync_enabled": preferences.get_minute_sync_enabled(),
        "minute_sync_days": preferences.get_minute_sync_days(),
+        "daily_data_provider": preferences.get_daily_data_provider(),
+        "adj_factor_provider": preferences.get_adj_factor_provider(),
+        "minute_data_provider": preferences.get_minute_data_provider(),
+        "realtime_data_provider": preferences.get_realtime_data_provider(),
+        "realtime_watchlist_symbols": preferences.get_realtime_watchlist_symbols(),
+        **preferences.get_realtime_quote_scope(),
+        "pipeline_pull_a_share": preferences.get_pipeline_pull_a_share(),
+        "pipeline_pull_etf": preferences.get_pipeline_pull_etf(),
+        "pipeline_pull_index": preferences.get_pipeline_pull_index(),
+        "pipeline_index_symbols": preferences.get_pipeline_index_symbols(),
        "pipeline_schedule": preferences.get_pipeline_schedule(),
        "instruments_schedule": preferences.get_instruments_schedule(),
        "enriched_batch_size": preferences.get_enriched_batch_size(),
@@ -290,6 +349,9 @@ def get_preferences() -> dict:
        "strategy_monitor_enabled": preferences.get_strategy_monitor_enabled(),
        "strategy_monitor_ids": preferences.get_strategy_monitor_ids(),
        "system_notify_enabled": preferences.get_system_notify_enabled(),
+        "feishu_webhook_url": preferences.get_feishu_webhook_url(),
+        "feishu_webhook_secret": preferences.get_feishu_webhook_secret(),
+        "webhook_enabled_default": preferences.get_webhook_enabled_default(),
        "sidebar_index_symbols": preferences.get_sidebar_index_symbols(),
        "nav_order": preferences.get_nav_order(),
        "nav_hidden": preferences.get_nav_hidden(),
@@ -297,6 +359,8 @@ def get_preferences() -> dict:
        "limit_ladder_monitor_enabled": preferences.get_limit_ladder_monitor_enabled(),
        "depth_polling_interval": preferences.get_depth_polling_interval(),
        "depth_finalize_time": preferences.get_depth_finalize_time(),
+        "review_schedule": preferences.get_review_schedule(),
+        "review_push_channels": preferences.get_review_push_channels(),
    }


@@ -377,11 +441,19 @@ class RealtimeQuotesPrefs(BaseModel):
    realtime_quotes_enabled: bool


+class RealtimeQuoteScopePrefs(BaseModel):
+    realtime_pull_stock: bool | None = None
+    realtime_pull_etf: bool | None = None
+    realtime_pull_index: bool | None = None
+    realtime_index_mode: str | None = None
+    realtime_index_symbols: list[str] | None = None
+
+
@router.put("/preferences/realtime-quotes")
 def update_realtime_quotes(req: RealtimeQuotesPrefs, request: Request) -> dict:
    """保存全局实时行情开关。

-    none/free 档无实时行情权限:拒绝开启,persist 为关闭并返回 allowed=False,
+    none 档无实时行情权限；free 档开启自选股实时；starter+ 开启全市场实时。
    前端据此把开关置灰 / 回弹。
    """
    from app.services import preferences
@@ -394,6 +466,9 @@ def update_realtime_quotes(req: RealtimeQuotesPrefs, request: Request) -> dict:
        if qs:
            qs.disable()
        return {"realtime_quotes_enabled": False, "realtime_allowed": False}
+    if req.realtime_quotes_enabled and qs and qs.realtime_mode() == "watchlist" and not preferences.get_realtime_watchlist_symbols():
+        preferences.save({"realtime_quotes_enabled": False})
+        return {"realtime_quotes_enabled": False, "realtime_allowed": True, "mode": "watchlist", "error": "watchlist_empty"}

    preferences.save({"realtime_quotes_enabled": req.realtime_quotes_enabled})
    if qs:
@@ -405,6 +480,26 @@ def update_realtime_quotes(req: RealtimeQuotesPrefs, request: Request) -> dict:
    return {"realtime_quotes_enabled": req.realtime_quotes_enabled, "realtime_allowed": allowed}


+@router.put("/preferences/realtime-quote-scope")
+def update_realtime_quote_scope(req: RealtimeQuoteScopePrefs) -> dict:
+    """保存盘中实时行情范围；独立于盘后管道范围。"""
+    from app.services import preferences
+    cfg = req.model_dump(exclude_none=True)
+    return preferences.set_realtime_quote_scope(cfg)
+
+
+class RealtimeWatchlistPrefs(BaseModel):
+    symbols: list[str] = []
+
+
+@router.put("/preferences/realtime-watchlist")
+def update_realtime_watchlist(req: RealtimeWatchlistPrefs) -> dict:
+    """兼容旧入口；Free 实时标的由自选页前 5 个决定。"""
+    from app.services import preferences
+    symbols = preferences.set_realtime_watchlist_symbols(req.symbols)
+    return {"realtime_watchlist_symbols": symbols}
+
+
 class IndicesNavPinnedPrefs(BaseModel):
    indices_nav_pinned: bool

@@ -457,6 +552,34 @@ def update_realtime_monitor_config(req: RealtimeMonitorConfigIn, request: Reques
    return result


+class PipelinePullTypesIn(BaseModel):
+    """盘后管道拉取内容开关(A股 / ETF / 指数 独立控制)。"""
+    pipeline_pull_a_share: bool | None = None
+    pipeline_pull_etf: bool | None = None
+    pipeline_pull_index: bool | None = None
+
+
+@router.put("/preferences/pipeline-pull-types")
+def update_pipeline_pull_types(req: PipelinePullTypesIn) -> dict:
+    """更新盘后管道拉取内容开关。"""
+    from app.services import preferences
+    cfg = req.model_dump(exclude_none=True)
+    return preferences.set_pipeline_pull_types(cfg)
+
+
+class PipelineIndexSymbolsIn(BaseModel):
+    """指数自定义拉取代码(逗号/换行/空格分隔,空串表示全量)。"""
+    symbols: str = ""
+
+
+@router.put("/preferences/pipeline-index-symbols")
+def update_pipeline_index_symbols(req: PipelineIndexSymbolsIn) -> dict:
+    """保存指数自定义拉取代码。"""
+    from app.services import preferences
+    symbols = preferences.set_pipeline_index_symbols(req.symbols)
+    return {"pipeline_index_symbols": symbols}
+
+
 class QuoteIntervalIn(BaseModel):
    interval: float

@@ -477,6 +600,50 @@ def update_system_notify(req: SystemNotifyPrefsIn) -> dict:
    return {"system_notify_enabled": saved}


+class FeishuWebhookPrefsIn(BaseModel):
+    url: str
+    secret: str = ""
+
+
+@router.put("/preferences/feishu-webhook")
+def update_feishu_webhook(req: FeishuWebhookPrefsIn) -> dict:
+    """飞书 Webhook 地址 + 签名密钥 — 全局一处配置, 所有启用推送的监控规则共用。
+
+    - url: 传入空串表示清空配置; 非空则需为合法的飞书自定义机器人地址。
+    - secret: 机器人启用了「签名校验」时填密钥, 留空表示不验签。
+    """
+    from app.services import preferences
+    from app.services import webhook_adapter
+
+    url = (req.url or "").strip()
+    if url and not webhook_adapter.is_valid_feishu_url(url):
+        raise HTTPException(
+            status_code=400,
+            detail="Webhook 地址非法, 需为飞书自定义机器人地址 "
+                   "(https://open.feishu.cn/open-apis/bot/v2/hook/...)",
+        )
+    saved_url = preferences.set_feishu_webhook_url(url)
+    saved_secret = preferences.set_feishu_webhook_secret((req.secret or "").strip())
+    return {"feishu_webhook_url": saved_url, "feishu_webhook_secret": saved_secret}
+
+
+class WebhookEnabledDefaultIn(BaseModel):
+    enabled: bool
+
+
+@router.put("/preferences/webhook-enabled-default")
+def update_webhook_enabled_default(req: WebhookEnabledDefaultIn) -> dict:
+    """新建监控规则时是否默认勾选「飞书推送」。
+
+    数据模型当前只有飞书一个可用渠道 (QMT/ptrade 待定),故此处仅一个布尔。
+    单条规则仍可在规则编辑页独立修改此项。
+    """
+    from app.services import preferences
+
+    saved = preferences.set_webhook_enabled_default(req.enabled)
+    return {"webhook_enabled_default": saved}
+
+
@router.put("/preferences/quote-interval")
 def update_quote_interval(req: QuoteIntervalIn, request: Request) -> dict:
    """更新行情轮询间隔。按档位自动 clamp。"""
@@ -510,7 +677,7 @@ class TestEndpointIn(BaseModel):
    rounds: int | None = None


-# 官方端点发现清单 —— 前端浏览器无法直接跨域拉取数据源官网 /endpoints.json
+# 官方端点发现清单 —— 前端浏览器无法直接跨域拉取 tickflow.org/endpoints.json
 # (无 CORS 头),因此由后端代理。缓存 5 分钟,失败时回退到内置列表。
 ENDPOINTS_URL = "https://tickflow.org/endpoints.json"
 ENDPOINTS_TTL = 300.0  # 秒
@@ -574,7 +741,7 @@ _endpoints_cache: dict = {"ts": 0.0, "data": None}

@router.get("/endpoints")
 def list_endpoints() -> dict:
-    """代理拉取数据源官网 /endpoints.json 并返回规范化端点列表。
+    """代理拉取 tickflow.org/endpoints.json 并返回规范化端点列表。

    前端无法跨域直连该 URL(无 CORS 头),故由本接口代理。带 8s 超时、
    5 分钟内存缓存,远程失败时回退到内置列表,保证 UI 始终有内容。
@@ -601,7 +768,7 @@ def list_endpoints() -> dict:
                data = {
                    "version": parsed.get("version", 1),
                    "description": parsed.get(
-                        "description", "API 端点配置"
+                        "description", "TickFlow API 端点配置"
                    ),
                    "healthPath": parsed.get("healthPath", "/health"),
                    "testRounds": parsed.get("testRounds", 5),
@@ -614,7 +781,7 @@ def list_endpoints() -> dict:
        source = "fallback"
        data = {
            "version": 1,
-            "description": "API 端点配置",
+            "description": "TickFlow API 端点配置",
            "healthPath": "/health",
            "testRounds": 5,
            "endpoints": _FALLBACK_ENDPOINTS,
@@ -652,7 +819,7 @@ async def _http_ping(url: str, timeout: float = 10.0) -> float | None:
 async def test_endpoint(req: TestEndpointIn) -> dict:
    """测试端点网络延迟:对 /health 多轮探测取中位数。

-    参考官方 latency_test.py:
+    参考 TickFlow 官方 latency_test.py:
    - 路径用 /health(公开、轻量),反映真实网络延迟而非业务接口耗时
    - 多轮探测(默认 5 轮,取自 endpoints.json 的 testRounds),间隔 0.3s
    - 返回 median/min/max/success,前端显示中位数
@@ -852,3 +1019,65 @@ def update_depth_finalize_time(req: DepthFinalizeTimeIn, request: Request) -> di

    return sched

+
+class ReviewScheduleIn(BaseModel):
+    enabled: bool
+    hour: int
+    minute: int
+
+
+@router.put("/preferences/review-schedule")
+def update_review_schedule(req: ReviewScheduleIn, request: Request) -> dict:
+    """保存定时复盘调度并立即更新 APScheduler job。
+
+    - enabled=True: 注册/更新 job(工作日定时生成复盘报告)
+    - enabled=False: 移除 job(停止定时复盘)
+    - 校验: 开启时若 AI Key 未配置则拒绝(复盘依赖 AI), 提示用户先配置。
+    - 时间下限 15:00(A股收盘), 由 preferences 层强制。
+    """
+    from app.services import preferences
+
+    if req.enabled:
+        # 复盘必须有 AI Key, 否则每日报错刷日志
+        from app import secrets_store
+        if not secrets_store.get_ai_key():
+            raise HTTPException(
+                status_code=400,
+                detail="复盘依赖 AI,请先在「设置 → AI」配置 API Key 后再开启定时复盘",
+            )
+
+    sched = preferences.set_review_schedule(req.enabled, req.hour, req.minute)
+
+    # 动态操作 APScheduler job
+    from app.jobs.daily_pipeline import _register_review_job, REVIEW_JOB_ID
+    scheduler = getattr(request.app.state, "scheduler", None)
+    if scheduler:
+        if sched["enabled"]:
+            _register_review_job(scheduler, request.app.state.repo, sched["hour"], sched["minute"])
+            logger.info("scheduled_review enabled @%02d:%02d mon-fri", sched["hour"], sched["minute"])
+        else:
+            try:
+                scheduler.remove_job(REVIEW_JOB_ID)
+                logger.info("scheduled_review disabled (job removed)")
+            except Exception:
+                pass  # job 本就不存在(从未开过), 无需处理
+
+    return sched
+
+
+class ReviewPushIn(BaseModel):
+    channels: list[str]  # 多选: ['feishu'] 等; 空数组=不推送。微信等开发中
+
+
+@router.put("/preferences/review-push")
+def update_review_push(req: ReviewPushIn) -> dict:
+    """复盘推送渠道(多选) — 选定把复盘报告(手动生成 / 定时生成归档后)推送到哪些外部工具。
+
+    纯偏好, 与定时复盘 / 实时行情完全独立, 常驻可单独设置。空数组=不推送。
+    实际推送由归档端点(POST /api/market-recap/reports)与定时任务(_run_scheduled_review)
+    在归档后读取本列表逐个推送。白名单外的渠道会被过滤掉。
+    """
+    from app.services import preferences
+    saved = preferences.set_review_push_channels(req.channels)
+    return {"review_push_channels": saved}
+