586 lines
19 KiB
Python
586 lines
19 KiB
Python
"""用户偏好设置持久化。
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存储位置: data/user_data/preferences.json
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沿用 secrets_store 的 merge-write 模式,但不做 chmod 0600 (非敏感数据)。
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"""
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from __future__ import annotations
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import json
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import logging
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from pathlib import Path
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logger = logging.getLogger(__name__)
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def _path() -> Path:
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from app.config import settings
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p = settings.data_dir / "user_data" / "preferences.json"
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p.parent.mkdir(parents=True, exist_ok=True)
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return p
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def load() -> dict:
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p = _path()
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if p.exists():
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try:
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return json.loads(p.read_text(encoding="utf-8"))
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except Exception as e: # noqa: BLE001
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logger.warning("preferences.json malformed: %s", e)
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return {}
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def save(updates: dict) -> dict:
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"""合并写入。返回新内容。"""
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current = load()
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current.update(updates)
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_path().write_text(
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json.dumps(current, indent=2, ensure_ascii=False), encoding="utf-8",
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)
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return current
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def get_realtime_quotes_enabled() -> bool:
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return load().get("realtime_quotes_enabled", False)
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def get_indices_nav_pinned() -> bool:
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"""侧栏指数报价卡片是否固定显示。默认 True（常驻）。
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关闭后，卡片跟随实时行情开关（仅实时开时显示）。"""
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return load().get("indices_nav_pinned", True)
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def get_realtime_quote_interval() -> float:
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return load().get("realtime_quote_interval", 10.0)
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def get_realtime_watchlist_symbols() -> list[str]:
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"""Free 档自选实时监控标的:直接取自选页前 5 个。"""
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try:
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from app.services import watchlist
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rows = watchlist.list_symbols()
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except Exception as e: # noqa: BLE001
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logger.warning("load watchlist for realtime failed: %s", e)
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return []
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out: list[str] = []
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for row in rows:
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symbol = str((row or {}).get("symbol") or "").strip().upper()
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if symbol and symbol not in out:
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out.append(symbol)
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if len(out) >= 5:
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break
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return out
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def set_realtime_watchlist_symbols(symbols: list[str]) -> list[str]: # noqa: ARG001
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"""兼容旧接口: Free 实时标的现在由自选页前 5 个决定。"""
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return get_realtime_watchlist_symbols()
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def set_realtime_quote_interval(interval: float) -> float:
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"""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）。"""
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current = load()
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current["realtime_quote_interval"] = interval
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_path().write_text(
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json.dumps(current, indent=2, ensure_ascii=False), encoding="utf-8",
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)
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return interval
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def get_minute_sync_enabled() -> bool:
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return load().get("minute_sync_enabled", False)
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def get_minute_sync_days() -> int:
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return max(1, min(30, load().get("minute_sync_days", 5)))
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# ===== 数据源选择 (默认 TickFlow；第一阶段仅日K切换入口) =====
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_ALLOWED_DATA_PROVIDERS = {"tickflow"}
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def get_daily_data_provider() -> str:
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provider = str(load().get("daily_data_provider", "tickflow") or "tickflow").lower()
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return provider if provider in _ALLOWED_DATA_PROVIDERS else "tickflow"
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def get_adj_factor_provider() -> str:
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provider = str(load().get("adj_factor_provider", "same_as_daily") or "same_as_daily").lower()
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if provider == "same_as_daily":
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return provider
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return provider if provider in _ALLOWED_DATA_PROVIDERS else "same_as_daily"
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def get_minute_data_provider() -> str:
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provider = str(load().get("minute_data_provider", "tickflow") or "tickflow").lower()
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return provider if provider in _ALLOWED_DATA_PROVIDERS else "tickflow"
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def get_realtime_data_provider() -> str:
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# 盘中实时现阶段仅支持 TickFlow。
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return "tickflow"
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# ===== 盘后管道拉取内容开关 (A股 / ETF / 指数 独立控制) =====
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def get_pipeline_pull_a_share() -> bool:
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"""A 股日K固定拉取。"""
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return True
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def get_pipeline_pull_etf() -> bool:
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"""是否拉取 ETF 日K。默认 False(标的多,首次较慢)。"""
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return load().get("pipeline_pull_etf", False)
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def get_pipeline_pull_index() -> bool:
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"""是否拉取指数日K。默认 True。"""
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return load().get("pipeline_pull_index", True)
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_PIPELINE_PULL_KEYS = ("pipeline_pull_etf", "pipeline_pull_index")
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def get_pipeline_pull_types() -> dict:
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"""返回三个拉取开关的当前值。"""
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return {
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"pipeline_pull_a_share": get_pipeline_pull_a_share(),
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"pipeline_pull_etf": get_pipeline_pull_etf(),
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"pipeline_pull_index": get_pipeline_pull_index(),
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}
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def set_pipeline_pull_types(cfg: dict) -> dict:
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"""批量保存拉取开关。只接受白名单内的布尔字段。"""
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updates = {
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k: bool(v) for k, v in cfg.items()
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if k in _PIPELINE_PULL_KEYS and v is not None
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}
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save(updates)
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return get_pipeline_pull_types()
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def get_pipeline_index_symbols() -> str:
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"""指数自定义拉取代码(逗号/换行/空格分隔)。空串表示全量。"""
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return str(load().get("pipeline_index_symbols", "") or "").strip()
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def set_pipeline_index_symbols(symbols: str) -> str:
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"""保存指数自定义代码,返回规范化后的字符串。"""
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save({"pipeline_index_symbols": symbols})
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return get_pipeline_index_symbols()
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def get_pipeline_schedule() -> dict:
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"""返回盘后管道调度时间 {"hour": 15, "minute": 30}。"""
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d = load().get("pipeline_schedule", {"hour": 15, "minute": 30})
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return {"hour": d.get("hour", 15), "minute": d.get("minute", 30)}
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def set_pipeline_schedule(hour: int, minute: int) -> dict:
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h = max(0, min(23, hour))
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m = max(0, min(59, minute))
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# 盘后不早于 15:00
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if h * 60 + m < 15 * 60:
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h, m = 15, 0
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save({"pipeline_schedule": {"hour": h, "minute": m}})
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return {"hour": h, "minute": m}
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def get_instruments_schedule() -> dict:
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"""返回盘前标的维表调度时间 {"hour": 9, "minute": 10}。"""
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d = load().get("instruments_schedule", {"hour": 9, "minute": 10})
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return {"hour": d.get("hour", 9), "minute": d.get("minute", 10)}
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def set_instruments_schedule(hour: int, minute: int) -> dict:
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h = max(0, min(23, hour))
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m = max(0, min(59, minute))
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# 盘前不晚于 09:15
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if h * 60 + m > 9 * 60 + 15:
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h, m = 9, 15
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save({"instruments_schedule": {"hour": h, "minute": m}})
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return {"hour": h, "minute": m}
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def get_enriched_batch_size() -> int:
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"""返回 enriched 全量计算每批 symbol 数量。"""
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return max(1, min(10000, load().get("enriched_batch_size", 1000)))
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def set_enriched_batch_size(size: int) -> int:
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"""保存 enriched 全量计算批次大小。"""
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size = max(10, min(6000, size))
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save({"enriched_batch_size": size})
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return size
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def get_index_daily_batch_size() -> int:
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"""返回指数日 K 同步每批 symbol 数量。"""
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return max(1, min(10000, load().get("index_daily_batch_size", 100)))
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def set_index_daily_batch_size(size: int) -> int:
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"""保存指数日 K 同步批次大小。"""
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size = max(1, min(10000, size))
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save({"index_daily_batch_size": size})
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return size
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# ── 五档盘口 sealed(真假涨停) 配置 ──────────────────────
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def get_limit_ladder_monitor_enabled() -> bool:
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"""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)。"""
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return load().get("limit_ladder_monitor_enabled", False)
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def get_depth_polling_interval() -> float:
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"""depth 盘中轮询间隔(秒)。默认 20(Pro/Expert 都适用)。"""
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return float(load().get("depth_polling_interval", 20.0))
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def set_depth_polling_interval(interval: float) -> float:
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"""保存 depth 轮询间隔。套餐范围 clamp 由 depth_service 按档位做。"""
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interval = max(1.0, min(600.0, float(interval)))
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save({"depth_polling_interval": interval})
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return interval
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def get_depth_finalize_time() -> dict:
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"""盘后 sealed 定版时间 {"hour": 15, "minute": 2}。范围 15:01~18:00。"""
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d = load().get("depth_finalize_time", {"hour": 15, "minute": 2})
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return {"hour": d.get("hour", 15), "minute": d.get("minute", 2)}
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def set_depth_finalize_time(hour: int, minute: int) -> dict:
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"""保存盘后 sealed 定版时间,强制范围 15:01~18:00。"""
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h = max(0, min(23, hour))
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m = max(0, min(59, minute))
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# 下限 15:01, 上限 18:00
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if h * 60 + m < 15 * 60 + 1:
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h, m = 15, 1
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if h * 60 + m > 18 * 60:
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h, m = 18, 0
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save({"depth_finalize_time": {"hour": h, "minute": m}})
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return {"hour": h, "minute": m}
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# 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)
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# 多选: 不推送 = 空数组, 而非 'none'
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REVIEW_PUSH_CHANNELS = {"feishu"}
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def get_review_schedule() -> dict:
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"""定时复盘调度 {"enabled": False, "hour": 15, "minute": 10}。默认关闭。
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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。
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"""
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d = load().get("review_schedule", {"enabled": False, "hour": 15, "minute": 10})
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return {
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"enabled": bool(d.get("enabled", False)),
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"hour": d.get("hour", 15),
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"minute": d.get("minute", 10),
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}
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def set_review_schedule(enabled: bool, hour: int, minute: int) -> dict:
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"""保存定时复盘调度。强制时间下限 15:00(A股收盘)。
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enabled=False 时时间仍保存(下次开启可沿用), 但调度器不会注册 job。
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"""
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h = max(0, min(23, hour))
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m = max(0, min(59, minute))
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# 下限 15:00: A股 15:00 收盘, 收盘后才有当日完整数据复盘
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if h * 60 + m < 15 * 60:
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h, m = 15, 0
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save({"review_schedule": {"enabled": bool(enabled), "hour": h, "minute": m}})
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return {"enabled": bool(enabled), "hour": h, "minute": m}
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def get_review_push_channels() -> list[str]:
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"""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。
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与 review_schedule / 实时行情完全独立, 常驻可单独设置。
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空列表 = 不推送; ['feishu'] = 推送到飞书(复用监控中心全局 feishu_webhook_url/secret)。
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向后兼容:
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- 老多版本单选 review_push_channel=='feishu' → ['feishu']
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- 更老布尔 review_push_enabled==True → ['feishu']
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"""
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d = load()
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raw = d.get("review_push_channels")
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if isinstance(raw, list):
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return [c for c in raw if c in REVIEW_PUSH_CHANNELS]
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# 兼容老单选字符串
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if d.get("review_push_channel") == "feishu":
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return ["feishu"]
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# 兼容更老布尔开关
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if d.get("review_push_enabled") is True:
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return ["feishu"]
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return []
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def set_review_push_channels(channels: list[str]) -> list[str]:
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"""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。"""
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seen: set[str] = set()
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cleaned: list[str] = []
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for c in channels or []:
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if c in REVIEW_PUSH_CHANNELS and c not in seen:
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seen.add(c)
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cleaned.append(c)
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save({"review_push_channels": cleaned})
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return cleaned
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# ===== 实时监控 =====
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# 页面 SSE 刷新配置: { "watchlist": true, "monitor": true, ... }
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# 可刷新的页面列表及其默认值
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SSE_REFRESH_PAGES_DEFAULT = {
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"watchlist": True,
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"limit-ladder": False,
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}
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SIDEBAR_INDEX_SYMBOLS_DEFAULT = ["000001.SH", "399001.SZ", "399006.SZ", "000680.SH"]
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# ===== 盘中实时行情范围 (独立于盘后管道范围) =====
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def get_realtime_pull_stock() -> bool:
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return load().get("realtime_pull_stock", True)
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def get_realtime_pull_etf() -> bool:
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# 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。
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return load().get("realtime_pull_etf", False)
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def get_realtime_pull_index() -> bool:
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return load().get("realtime_pull_index", True)
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def get_realtime_index_mode() -> str:
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mode = str(load().get("realtime_index_mode", "core") or "core").lower()
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return mode if mode in {"core", "all"} else "core"
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def get_realtime_index_symbols() -> list[str]:
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stored = load().get("realtime_index_symbols", SIDEBAR_INDEX_SYMBOLS_DEFAULT)
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if isinstance(stored, str):
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import re
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stored = [s.strip() for s in re.split(r"[,\s]+", stored) if s.strip()]
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return [str(s) for s in stored if str(s).strip()]
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def set_realtime_quote_scope(cfg: dict) -> dict:
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updates = {}
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for key in ("realtime_pull_stock", "realtime_pull_etf", "realtime_pull_index"):
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if key in cfg and cfg[key] is not None:
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updates[key] = bool(cfg[key])
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if "realtime_index_mode" in cfg and cfg["realtime_index_mode"] in {"core", "all"}:
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updates["realtime_index_mode"] = cfg["realtime_index_mode"]
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if "realtime_index_symbols" in cfg and cfg["realtime_index_symbols"] is not None:
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updates["realtime_index_symbols"] = cfg["realtime_index_symbols"]
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if updates:
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save(updates)
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return get_realtime_quote_scope()
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def get_realtime_quote_scope() -> dict:
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return {
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"realtime_pull_stock": get_realtime_pull_stock(),
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"realtime_pull_etf": get_realtime_pull_etf(),
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"realtime_pull_index": get_realtime_pull_index(),
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"realtime_index_mode": get_realtime_index_mode(),
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"realtime_index_symbols": get_realtime_index_symbols(),
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}
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def get_sse_refresh_pages() -> dict[str, bool]:
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"""返回每个页面的 SSE 刷新开关。"""
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stored = load().get("sse_refresh_pages", {})
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# 合并默认值 (新增页面自动出现)
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result = dict(SSE_REFRESH_PAGES_DEFAULT)
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result.update(stored)
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return result
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def set_sse_refresh_pages(pages: dict[str, bool]) -> dict[str, bool]:
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"""保存页面 SSE 刷新配置。"""
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save({"sse_refresh_pages": pages})
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return get_sse_refresh_pages()
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def get_sidebar_index_symbols() -> list[str]:
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"""返回左侧菜单显示的指数代码。"""
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stored = load().get("sidebar_index_symbols", SIDEBAR_INDEX_SYMBOLS_DEFAULT)
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allowed = set(SIDEBAR_INDEX_SYMBOLS_DEFAULT)
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return [s for s in stored if s in allowed]
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def get_strategy_monitor_enabled() -> bool:
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"""策略告警评估总开关。"""
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return load().get("strategy_monitor_enabled", False)
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def get_system_notify_enabled() -> bool:
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"""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。"""
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return load().get("system_notify_enabled", False)
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def set_system_notify_enabled(enabled: bool) -> bool:
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"""保存系统通知开关。"""
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save({"system_notify_enabled": bool(enabled)})
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return bool(enabled)
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def get_feishu_webhook_url() -> str:
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"""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。"""
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return load().get("feishu_webhook_url", "")
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def get_feishu_webhook_secret() -> str:
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"""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。"""
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return load().get("feishu_webhook_secret", "")
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def set_feishu_webhook_url(url: str) -> str:
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"""保存飞书 Webhook 地址。传入空串表示清空配置。"""
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save({"feishu_webhook_url": str(url or "").strip()})
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return get_feishu_webhook_url()
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def set_feishu_webhook_secret(secret: str) -> str:
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"""保存飞书签名密钥。传入空串表示不验签。"""
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save({"feishu_webhook_secret": str(secret or "").strip()})
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return get_feishu_webhook_secret()
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def get_webhook_enabled_default() -> bool:
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"""新建监控规则时是否默认勾选「飞书推送」。
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数据模型当前只有一个 webhook_enabled 布尔 (即飞书), QMT/ptrade 待定。
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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。
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"""
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return load().get("webhook_enabled_default", False)
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def set_webhook_enabled_default(enabled: bool) -> bool:
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"""保存飞书推送默认勾选态。"""
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save({"webhook_enabled_default": bool(enabled)})
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return get_webhook_enabled_default()
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def get_screener_auto_run() -> bool:
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"""选股页进入时是否自动运行所有策略 (获取命中数)。默认开。"""
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return load().get("screener_auto_run", True)
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def get_strategy_monitor_ids() -> list[str]:
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"""返回监控池中的策略 ID。"""
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|
return load().get("strategy_monitor_ids", [])
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def set_realtime_monitor_config(cfg: dict) -> dict:
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|
"""批量更新实时监控配置。"""
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|
updates = {}
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|
if "sse_refresh_pages" in cfg:
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|
updates["sse_refresh_pages"] = cfg["sse_refresh_pages"]
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|
if "strategy_monitor_enabled" in cfg:
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|
updates["strategy_monitor_enabled"] = cfg["strategy_monitor_enabled"]
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|
if "strategy_monitor_ids" in cfg:
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|
updates["strategy_monitor_ids"] = cfg["strategy_monitor_ids"]
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|
if "sidebar_index_symbols" in cfg:
|
|
allowed = set(SIDEBAR_INDEX_SYMBOLS_DEFAULT)
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|
updates["sidebar_index_symbols"] = [s for s in cfg["sidebar_index_symbols"] if s in allowed]
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|
if "screener_auto_run" in cfg:
|
|
updates["screener_auto_run"] = bool(cfg["screener_auto_run"])
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|
if updates:
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|
save(updates)
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|
return get_realtime_monitor_config()
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|
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|
|
def get_realtime_monitor_config() -> dict:
|
|
"""返回完整的实时监控配置。"""
|
|
return {
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|
"sse_refresh_pages": get_sse_refresh_pages(),
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|
"strategy_monitor_enabled": get_strategy_monitor_enabled(),
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|
"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", [])
|
|
|
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|
|
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})
|