增加定时分析功能
This commit is contained in:
oficcejo
+625
@@ -0,0 +1,625 @@
|
||||
"""
|
||||
持仓股票数据库管理模块
|
||||
|
||||
提供持仓股票和分析历史的数据库操作接口
|
||||
"""
|
||||
|
||||
import sqlite3
|
||||
from datetime import datetime
|
||||
from typing import List, Dict, Optional, Tuple
|
||||
import os
|
||||
|
||||
# 数据库文件路径
|
||||
DB_PATH = "portfolio_stocks.db"
|
||||
|
||||
|
||||
class PortfolioDB:
|
||||
"""持仓股票数据库管理类"""
|
||||
|
||||
def __init__(self, db_path: str = DB_PATH):
|
||||
"""
|
||||
初始化数据库连接
|
||||
|
||||
Args:
|
||||
db_path: 数据库文件路径
|
||||
"""
|
||||
self.db_path = db_path
|
||||
self._init_database()
|
||||
|
||||
def _get_connection(self) -> sqlite3.Connection:
|
||||
"""获取数据库连接"""
|
||||
conn = sqlite3.connect(self.db_path)
|
||||
conn.row_factory = sqlite3.Row # 使查询结果可以通过列名访问
|
||||
return conn
|
||||
|
||||
def _init_database(self):
|
||||
"""初始化数据库表结构"""
|
||||
conn = self._get_connection()
|
||||
cursor = conn.cursor()
|
||||
|
||||
try:
|
||||
# 创建持仓股票表
|
||||
cursor.execute('''
|
||||
CREATE TABLE IF NOT EXISTS portfolio_stocks (
|
||||
id INTEGER PRIMARY KEY AUTOINCREMENT,
|
||||
code TEXT NOT NULL UNIQUE,
|
||||
name TEXT NOT NULL,
|
||||
cost_price REAL,
|
||||
quantity INTEGER,
|
||||
note TEXT,
|
||||
auto_monitor BOOLEAN DEFAULT 1,
|
||||
created_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP,
|
||||
updated_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP
|
||||
)
|
||||
''')
|
||||
|
||||
# 创建持仓分析历史表
|
||||
cursor.execute('''
|
||||
CREATE TABLE IF NOT EXISTS portfolio_analysis_history (
|
||||
id INTEGER PRIMARY KEY AUTOINCREMENT,
|
||||
portfolio_stock_id INTEGER NOT NULL,
|
||||
analysis_time TIMESTAMP DEFAULT CURRENT_TIMESTAMP,
|
||||
rating TEXT,
|
||||
confidence REAL,
|
||||
current_price REAL,
|
||||
target_price REAL,
|
||||
entry_min REAL,
|
||||
entry_max REAL,
|
||||
take_profit REAL,
|
||||
stop_loss REAL,
|
||||
summary TEXT,
|
||||
FOREIGN KEY (portfolio_stock_id) REFERENCES portfolio_stocks(id) ON DELETE CASCADE
|
||||
)
|
||||
''')
|
||||
|
||||
# 创建索引以提升查询性能
|
||||
cursor.execute('''
|
||||
CREATE INDEX IF NOT EXISTS idx_portfolio_analysis_stock_id
|
||||
ON portfolio_analysis_history(portfolio_stock_id)
|
||||
''')
|
||||
|
||||
cursor.execute('''
|
||||
CREATE INDEX IF NOT EXISTS idx_portfolio_analysis_time
|
||||
ON portfolio_analysis_history(analysis_time DESC)
|
||||
''')
|
||||
|
||||
conn.commit()
|
||||
print(f"[OK] 数据库初始化成功: {self.db_path}")
|
||||
|
||||
except Exception as e:
|
||||
print(f"[ERROR] 数据库初始化失败: {e}")
|
||||
conn.rollback()
|
||||
raise
|
||||
finally:
|
||||
conn.close()
|
||||
|
||||
# ==================== 持仓股票CRUD操作 ====================
|
||||
|
||||
def add_stock(self, code: str, name: str, cost_price: Optional[float] = None,
|
||||
quantity: Optional[int] = None, note: str = "",
|
||||
auto_monitor: bool = True) -> int:
|
||||
"""
|
||||
添加持仓股票
|
||||
|
||||
Args:
|
||||
code: 股票代码
|
||||
name: 股票名称
|
||||
cost_price: 持仓成本价（可选）
|
||||
quantity: 持仓数量（可选）
|
||||
note: 备注信息
|
||||
auto_monitor: 是否自动同步到监测列表
|
||||
|
||||
Returns:
|
||||
新增股票的ID
|
||||
|
||||
Raises:
|
||||
sqlite3.IntegrityError: 如果股票代码已存在
|
||||
"""
|
||||
conn = self._get_connection()
|
||||
cursor = conn.cursor()
|
||||
|
||||
try:
|
||||
cursor.execute('''
|
||||
INSERT INTO portfolio_stocks
|
||||
(code, name, cost_price, quantity, note, auto_monitor, created_at, updated_at)
|
||||
VALUES (?, ?, ?, ?, ?, ?, ?, ?)
|
||||
''', (code, name, cost_price, quantity, note, auto_monitor,
|
||||
datetime.now(), datetime.now()))
|
||||
|
||||
conn.commit()
|
||||
stock_id = cursor.lastrowid
|
||||
print(f"[OK] 添加持仓股票成功: {code} {name} (ID: {stock_id})")
|
||||
return stock_id
|
||||
|
||||
except sqlite3.IntegrityError as e:
|
||||
print(f"[ERROR] 股票代码已存在: {code}")
|
||||
raise ValueError(f"股票代码 {code} 已存在") from e
|
||||
except Exception as e:
|
||||
print(f"[ERROR] 添加持仓股票失败: {e}")
|
||||
conn.rollback()
|
||||
raise
|
||||
finally:
|
||||
conn.close()
|
||||
|
||||
def update_stock(self, stock_id: int, **kwargs) -> bool:
|
||||
"""
|
||||
更新持仓股票信息
|
||||
|
||||
Args:
|
||||
stock_id: 股票ID
|
||||
**kwargs: 要更新的字段（code, name, cost_price, quantity, note, auto_monitor）
|
||||
|
||||
Returns:
|
||||
是否更新成功
|
||||
"""
|
||||
conn = self._get_connection()
|
||||
cursor = conn.cursor()
|
||||
|
||||
# 允许更新的字段
|
||||
allowed_fields = ['code', 'name', 'cost_price', 'quantity', 'note', 'auto_monitor']
|
||||
update_fields = {k: v for k, v in kwargs.items() if k in allowed_fields}
|
||||
|
||||
if not update_fields:
|
||||
print("[WARN] 没有需要更新的字段")
|
||||
return False
|
||||
|
||||
# 添加更新时间
|
||||
update_fields['updated_at'] = datetime.now()
|
||||
|
||||
# 构建SQL语句
|
||||
set_clause = ', '.join([f"{field} = ?" for field in update_fields.keys()])
|
||||
values = list(update_fields.values()) + [stock_id]
|
||||
|
||||
try:
|
||||
cursor.execute(f'''
|
||||
UPDATE portfolio_stocks
|
||||
SET {set_clause}
|
||||
WHERE id = ?
|
||||
''', values)
|
||||
|
||||
conn.commit()
|
||||
|
||||
if cursor.rowcount > 0:
|
||||
print(f"[OK] 更新持仓股票成功: ID {stock_id}")
|
||||
return True
|
||||
else:
|
||||
print(f"[WARN] 未找到股票: ID {stock_id}")
|
||||
return False
|
||||
|
||||
except Exception as e:
|
||||
print(f"[ERROR] 更新持仓股票失败: {e}")
|
||||
conn.rollback()
|
||||
raise
|
||||
finally:
|
||||
conn.close()
|
||||
|
||||
def delete_stock(self, stock_id: int) -> bool:
|
||||
"""
|
||||
删除持仓股票（级联删除其所有分析历史）
|
||||
|
||||
Args:
|
||||
stock_id: 股票ID
|
||||
|
||||
Returns:
|
||||
是否删除成功
|
||||
"""
|
||||
conn = self._get_connection()
|
||||
cursor = conn.cursor()
|
||||
|
||||
try:
|
||||
# 由于设置了ON DELETE CASCADE，删除股票会自动删除其分析历史
|
||||
cursor.execute('DELETE FROM portfolio_stocks WHERE id = ?', (stock_id,))
|
||||
conn.commit()
|
||||
|
||||
if cursor.rowcount > 0:
|
||||
print(f"[OK] 删除持仓股票成功: ID {stock_id}")
|
||||
return True
|
||||
else:
|
||||
print(f"[WARN] 未找到股票: ID {stock_id}")
|
||||
return False
|
||||
|
||||
except Exception as e:
|
||||
print(f"[ERROR] 删除持仓股票失败: {e}")
|
||||
conn.rollback()
|
||||
raise
|
||||
finally:
|
||||
conn.close()
|
||||
|
||||
def get_stock(self, stock_id: int) -> Optional[Dict]:
|
||||
"""
|
||||
获取单只持仓股票信息
|
||||
|
||||
Args:
|
||||
stock_id: 股票ID
|
||||
|
||||
Returns:
|
||||
股票信息字典，不存在则返回None
|
||||
"""
|
||||
conn = self._get_connection()
|
||||
cursor = conn.cursor()
|
||||
|
||||
try:
|
||||
cursor.execute('SELECT * FROM portfolio_stocks WHERE id = ?', (stock_id,))
|
||||
row = cursor.fetchone()
|
||||
|
||||
if row:
|
||||
return dict(row)
|
||||
return None
|
||||
|
||||
finally:
|
||||
conn.close()
|
||||
|
||||
def get_stock_by_code(self, code: str) -> Optional[Dict]:
|
||||
"""
|
||||
根据股票代码获取持仓股票信息
|
||||
|
||||
Args:
|
||||
code: 股票代码
|
||||
|
||||
Returns:
|
||||
股票信息字典，不存在则返回None
|
||||
"""
|
||||
conn = self._get_connection()
|
||||
cursor = conn.cursor()
|
||||
|
||||
try:
|
||||
cursor.execute('SELECT * FROM portfolio_stocks WHERE code = ?', (code,))
|
||||
row = cursor.fetchone()
|
||||
|
||||
if row:
|
||||
return dict(row)
|
||||
return None
|
||||
|
||||
finally:
|
||||
conn.close()
|
||||
|
||||
def get_all_stocks(self, auto_monitor_only: bool = False) -> List[Dict]:
|
||||
"""
|
||||
获取所有持仓股票列表
|
||||
|
||||
Args:
|
||||
auto_monitor_only: 是否只返回启用自动监测的股票
|
||||
|
||||
Returns:
|
||||
股票信息字典列表
|
||||
"""
|
||||
conn = self._get_connection()
|
||||
cursor = conn.cursor()
|
||||
|
||||
try:
|
||||
if auto_monitor_only:
|
||||
cursor.execute('''
|
||||
SELECT * FROM portfolio_stocks
|
||||
WHERE auto_monitor = 1
|
||||
ORDER BY created_at DESC
|
||||
''')
|
||||
else:
|
||||
cursor.execute('SELECT * FROM portfolio_stocks ORDER BY created_at DESC')
|
||||
|
||||
rows = cursor.fetchall()
|
||||
return [dict(row) for row in rows]
|
||||
|
||||
finally:
|
||||
conn.close()
|
||||
|
||||
def search_stocks(self, keyword: str) -> List[Dict]:
|
||||
"""
|
||||
搜索持仓股票（按代码或名称）
|
||||
|
||||
Args:
|
||||
keyword: 搜索关键词
|
||||
|
||||
Returns:
|
||||
匹配的股票信息字典列表
|
||||
"""
|
||||
conn = self._get_connection()
|
||||
cursor = conn.cursor()
|
||||
|
||||
try:
|
||||
keyword_pattern = f"%{keyword}%"
|
||||
cursor.execute('''
|
||||
SELECT * FROM portfolio_stocks
|
||||
WHERE code LIKE ? OR name LIKE ?
|
||||
ORDER BY created_at DESC
|
||||
''', (keyword_pattern, keyword_pattern))
|
||||
|
||||
rows = cursor.fetchall()
|
||||
return [dict(row) for row in rows]
|
||||
|
||||
finally:
|
||||
conn.close()
|
||||
|
||||
def get_stock_count(self) -> int:
|
||||
"""
|
||||
获取持仓股票总数
|
||||
|
||||
Returns:
|
||||
股票数量
|
||||
"""
|
||||
conn = self._get_connection()
|
||||
cursor = conn.cursor()
|
||||
|
||||
try:
|
||||
cursor.execute('SELECT COUNT(*) as count FROM portfolio_stocks')
|
||||
result = cursor.fetchone()
|
||||
return result['count']
|
||||
|
||||
finally:
|
||||
conn.close()
|
||||
|
||||
# ==================== 分析历史记录操作 ====================
|
||||
|
||||
def save_analysis(self, stock_id: int, rating: str, confidence: float,
|
||||
current_price: float, target_price: Optional[float] = None,
|
||||
entry_min: Optional[float] = None, entry_max: Optional[float] = None,
|
||||
take_profit: Optional[float] = None, stop_loss: Optional[float] = None,
|
||||
summary: str = "") -> int:
|
||||
"""
|
||||
保存分析历史记录
|
||||
|
||||
Args:
|
||||
stock_id: 持仓股票ID
|
||||
rating: 投资评级（买入/持有/卖出）
|
||||
confidence: 信心度（0-10）
|
||||
current_price: 当前价格
|
||||
target_price: 目标价位
|
||||
entry_min: 进场区间最小值
|
||||
entry_max: 进场区间最大值
|
||||
take_profit: 止盈位
|
||||
stop_loss: 止损位
|
||||
summary: 分析摘要
|
||||
|
||||
Returns:
|
||||
新增分析记录的ID
|
||||
"""
|
||||
conn = self._get_connection()
|
||||
cursor = conn.cursor()
|
||||
|
||||
try:
|
||||
cursor.execute('''
|
||||
INSERT INTO portfolio_analysis_history
|
||||
(portfolio_stock_id, analysis_time, rating, confidence, current_price,
|
||||
target_price, entry_min, entry_max, take_profit, stop_loss, summary)
|
||||
VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)
|
||||
''', (stock_id, datetime.now(), rating, confidence, current_price,
|
||||
target_price, entry_min, entry_max, take_profit, stop_loss, summary))
|
||||
|
||||
conn.commit()
|
||||
analysis_id = cursor.lastrowid
|
||||
print(f"[OK] 保存分析历史成功: 股票ID {stock_id}, 评级 {rating}")
|
||||
return analysis_id
|
||||
|
||||
except Exception as e:
|
||||
print(f"[ERROR] 保存分析历史失败: {e}")
|
||||
conn.rollback()
|
||||
raise
|
||||
finally:
|
||||
conn.close()
|
||||
|
||||
def get_analysis_history(self, stock_id: int, limit: int = 10) -> List[Dict]:
|
||||
"""
|
||||
获取股票的分析历史记录
|
||||
|
||||
Args:
|
||||
stock_id: 持仓股票ID
|
||||
limit: 返回记录数量限制
|
||||
|
||||
Returns:
|
||||
分析历史记录列表（按时间倒序）
|
||||
"""
|
||||
conn = self._get_connection()
|
||||
cursor = conn.cursor()
|
||||
|
||||
try:
|
||||
cursor.execute('''
|
||||
SELECT * FROM portfolio_analysis_history
|
||||
WHERE portfolio_stock_id = ?
|
||||
ORDER BY analysis_time DESC
|
||||
LIMIT ?
|
||||
''', (stock_id, limit))
|
||||
|
||||
rows = cursor.fetchall()
|
||||
return [dict(row) for row in rows]
|
||||
|
||||
finally:
|
||||
conn.close()
|
||||
|
||||
def get_latest_analysis_history(self, stock_id: int, limit: int = 10) -> List[Dict]:
|
||||
"""
|
||||
获取股票的最新分析历史记录（按时间倒序）
|
||||
|
||||
这是 get_analysis_history 的别名方法，用于保持代码兼容性
|
||||
|
||||
Args:
|
||||
stock_id: 持仓股票ID
|
||||
limit: 返回记录数量限制
|
||||
|
||||
Returns:
|
||||
分析历史记录列表（按时间倒序）
|
||||
"""
|
||||
return self.get_analysis_history(stock_id, limit)
|
||||
|
||||
def get_latest_analysis(self, stock_id: int) -> Optional[Dict]:
|
||||
"""
|
||||
获取股票的最新一次分析记录
|
||||
|
||||
Args:
|
||||
stock_id: 持仓股票ID
|
||||
|
||||
Returns:
|
||||
最新分析记录字典，不存在则返回None
|
||||
"""
|
||||
conn = self._get_connection()
|
||||
cursor = conn.cursor()
|
||||
|
||||
try:
|
||||
cursor.execute('''
|
||||
SELECT * FROM portfolio_analysis_history
|
||||
WHERE portfolio_stock_id = ?
|
||||
ORDER BY analysis_time DESC
|
||||
LIMIT 1
|
||||
''', (stock_id,))
|
||||
|
||||
row = cursor.fetchone()
|
||||
if row:
|
||||
return dict(row)
|
||||
return None
|
||||
|
||||
finally:
|
||||
conn.close()
|
||||
|
||||
def get_rating_changes(self, stock_id: int, days: int = 30) -> List[Tuple[str, str, str]]:
|
||||
"""
|
||||
获取股票在指定天数内的评级变化
|
||||
|
||||
Args:
|
||||
stock_id: 持仓股票ID
|
||||
days: 查询天数
|
||||
|
||||
Returns:
|
||||
评级变化列表 [(时间, 旧评级, 新评级), ...]
|
||||
"""
|
||||
conn = self._get_connection()
|
||||
cursor = conn.cursor()
|
||||
|
||||
try:
|
||||
cursor.execute('''
|
||||
SELECT analysis_time, rating
|
||||
FROM portfolio_analysis_history
|
||||
WHERE portfolio_stock_id = ?
|
||||
AND analysis_time >= datetime('now', '-' || ? || ' days')
|
||||
ORDER BY analysis_time ASC
|
||||
''', (stock_id, days))
|
||||
|
||||
rows = cursor.fetchall()
|
||||
|
||||
changes = []
|
||||
for i in range(1, len(rows)):
|
||||
prev_rating = rows[i-1]['rating']
|
||||
curr_rating = rows[i]['rating']
|
||||
if prev_rating != curr_rating:
|
||||
changes.append((
|
||||
rows[i]['analysis_time'],
|
||||
prev_rating,
|
||||
curr_rating
|
||||
))
|
||||
|
||||
return changes
|
||||
|
||||
finally:
|
||||
conn.close()
|
||||
|
||||
def delete_old_analysis(self, days: int = 90) -> int:
|
||||
"""
|
||||
删除超过指定天数的分析历史记录
|
||||
|
||||
Args:
|
||||
days: 保留天数
|
||||
|
||||
Returns:
|
||||
删除的记录数量
|
||||
"""
|
||||
conn = self._get_connection()
|
||||
cursor = conn.cursor()
|
||||
|
||||
try:
|
||||
cursor.execute('''
|
||||
DELETE FROM portfolio_analysis_history
|
||||
WHERE analysis_time < datetime('now', '-' || ? || ' days')
|
||||
''', (days,))
|
||||
|
||||
conn.commit()
|
||||
deleted_count = cursor.rowcount
|
||||
print(f"[OK] 清理历史分析记录: 删除 {deleted_count} 条记录")
|
||||
return deleted_count
|
||||
|
||||
except Exception as e:
|
||||
print(f"[ERROR] 清理历史分析记录失败: {e}")
|
||||
conn.rollback()
|
||||
raise
|
||||
finally:
|
||||
conn.close()
|
||||
|
||||
def get_all_latest_analysis(self) -> List[Dict]:
|
||||
"""
|
||||
获取所有持仓股票的最新分析记录
|
||||
|
||||
Returns:
|
||||
包含股票信息和最新分析的字典列表
|
||||
"""
|
||||
conn = self._get_connection()
|
||||
cursor = conn.cursor()
|
||||
|
||||
try:
|
||||
cursor.execute('''
|
||||
SELECT
|
||||
s.*,
|
||||
h.rating, h.confidence, h.current_price, h.target_price,
|
||||
h.entry_min, h.entry_max, h.take_profit, h.stop_loss,
|
||||
h.analysis_time
|
||||
FROM portfolio_stocks s
|
||||
LEFT JOIN (
|
||||
SELECT h1.*
|
||||
FROM portfolio_analysis_history h1
|
||||
INNER JOIN (
|
||||
SELECT portfolio_stock_id, MAX(analysis_time) as max_time
|
||||
FROM portfolio_analysis_history
|
||||
GROUP BY portfolio_stock_id
|
||||
) h2
|
||||
ON h1.portfolio_stock_id = h2.portfolio_stock_id
|
||||
AND h1.analysis_time = h2.max_time
|
||||
) h ON s.id = h.portfolio_stock_id
|
||||
ORDER BY s.created_at DESC
|
||||
''')
|
||||
|
||||
rows = cursor.fetchall()
|
||||
return [dict(row) for row in rows]
|
||||
|
||||
finally:
|
||||
conn.close()
|
||||
|
||||
|
||||
# 创建全局数据库实例
|
||||
portfolio_db = PortfolioDB()
|
||||
|
||||
|
||||
if __name__ == "__main__":
|
||||
# 测试代码
|
||||
print("=" * 50)
|
||||
print("持仓股票数据库测试")
|
||||
print("=" * 50)
|
||||
|
||||
# 初始化数据库
|
||||
db = PortfolioDB("test_portfolio.db")
|
||||
|
||||
# 测试添加股票
|
||||
try:
|
||||
stock_id = db.add_stock("600519", "贵州茅台", 1650.5, 100, "长期持有")
|
||||
print(f"\n添加股票ID: {stock_id}")
|
||||
except ValueError as e:
|
||||
print(f"\n{e}")
|
||||
|
||||
# 测试查询所有股票
|
||||
print("\n所有持仓股票:")
|
||||
stocks = db.get_all_stocks()
|
||||
for stock in stocks:
|
||||
print(f" {stock['code']} {stock['name']}")
|
||||
|
||||
# 测试保存分析历史
|
||||
if stocks:
|
||||
stock_id = stocks[0]['id']
|
||||
analysis_id = db.save_analysis(
|
||||
stock_id, "买入", 8.5, 1700.0, 1850.0,
|
||||
1600.0, 1650.0, 1900.0, 1500.0,
|
||||
"技术面和基本面均良好"
|
||||
)
|
||||
print(f"\n保存分析记录ID: {analysis_id}")
|
||||
|
||||
# 查询分析历史
|
||||
print(f"\n股票 {stocks[0]['code']} 的分析历史:")
|
||||
history = db.get_analysis_history(stock_id)
|
||||
for h in history:
|
||||
print(f" {h['analysis_time']}: {h['rating']} (信心度: {h['confidence']})")
|
||||
|
||||
print("\n[OK] 数据库测试完成")
|
||||
|
||||
Reference in New Issue
Block a user