update

2026-02-27 15:15:49 +08:00
parent cfda09f3e4
commit 63628ffdd5
7 changed files with 2014 additions and 3 deletions
@@ -0,0 +1,149 @@
+"""
+宏观周期分析 - 综合研判引擎
+协调数据采集与AI分析，生成完整的宏观周期分析报告
+"""
+
+from macro_cycle_agents import MacroCycleAgents
+from macro_cycle_data import MacroCycleDataFetcher
+from typing import Dict, Any
+import time
+import json
+import logging
+import config
+
+
+class MacroCycleEngine:
+    """宏观周期综合研判引擎"""
+
+    def __init__(self, model=None):
+        self.model = model or config.DEFAULT_MODEL_NAME
+        self.agents = MacroCycleAgents(model=self.model)
+        self.data_fetcher = MacroCycleDataFetcher()
+        self.logger = logging.getLogger(__name__)
+        if not self.logger.handlers:
+            logging.basicConfig(level=logging.INFO, format='[%(asctime)s] %(levelname)s %(name)s: %(message)s')
+        print(f"[宏观周期引擎] 初始化完成 (模型: {self.model})")
+
+    def run_full_analysis(self, progress_callback=None) -> Dict[str, Any]:
+        """
+        运行完整的宏观周期分析流程
+
+        Args:
+            progress_callback: 进度回调函数 (progress_pct, status_text)
+
+        Returns:
+            完整的分析结果
+        """
+        print("\n" + "=" * 60)
+        print("🧭 宏观周期分析系统启动")
+        print("=" * 60)
+
+        results = {
+            "success": False,
+            "timestamp": time.strftime("%Y-%m-%d %H:%M:%S"),
+            "raw_data": {},
+            "formatted_data": "",
+            "agents_analysis": {},
+            "data_errors": []
+        }
+
+        try:
+            # 阶段1：数据采集
+            if progress_callback:
+                progress_callback(5, "📊 正在采集宏观经济数据...")
+            print("\n[阶段1] 宏观经济数据采集...")
+            print("-" * 60)
+
+            raw_data = self.data_fetcher.get_all_macro_data()
+            results["raw_data"] = raw_data
+            results["data_errors"] = raw_data.get("errors", [])
+
+            if not raw_data.get("success"):
+                print("⚠ 数据采集未完全成功，尝试继续分析...")
+
+            # 格式化数据
+            formatted_text = self.data_fetcher.format_data_for_ai(raw_data)
+            results["formatted_data"] = formatted_text
+
+            if progress_callback:
+                progress_callback(15, "✓ 数据采集完成")
+            print("✓ 数据采集和格式化完成")
+            print(f"  数据文本长度: {len(formatted_text)} 字符")
+
+            # 阶段2：AI智能体分析
+            print("\n[阶段2] AI智能体分析集群工作中...")
+            print("-" * 60)
+
+            agents_results = {}
+
+            # 2.1 康波周期分析师
+            if progress_callback:
+                progress_callback(20, "🌊 康波周期分析师正在分析...")
+            print("1/4 康波周期分析师...")
+            kondratieff_result = self.agents.kondratieff_wave_agent(formatted_text)
+            agents_results["kondratieff"] = kondratieff_result
+
+            if progress_callback:
+                progress_callback(35, "✓ 康波分析完成")
+
+            # 2.2 美林时钟分析师
+            if progress_callback:
+                progress_callback(40, "⏰ 美林时钟分析师正在分析...")
+            print("2/4 美林时钟分析师...")
+            merrill_result = self.agents.merrill_lynch_clock_agent(formatted_text)
+            agents_results["merrill"] = merrill_result
+
+            if progress_callback:
+                progress_callback(55, "✓ 美林时钟分析完成")
+
+            # 2.3 中国政策分析师
+            if progress_callback:
+                progress_callback(60, "🏛️ 中国政策分析师正在分析...")
+            print("3/4 中国政策分析师...")
+            policy_result = self.agents.china_policy_agent(formatted_text)
+            agents_results["policy"] = policy_result
+
+            if progress_callback:
+                progress_callback(75, "✓ 政策分析完成")
+
+            # 2.4 首席宏观策略师（综合三位分析师的报告）
+            if progress_callback:
+                progress_callback(80, "👔 首席宏观策略师正在综合研判...")
+            print("4/4 首席宏观策略师综合研判...")
+            chief_result = self.agents.chief_macro_strategist_agent(
+                kondratieff_report=kondratieff_result.get("analysis", ""),
+                merrill_report=merrill_result.get("analysis", ""),
+                policy_report=policy_result.get("analysis", ""),
+                macro_data_text=formatted_text
+            )
+            agents_results["chief"] = chief_result
+
+            if progress_callback:
+                progress_callback(95, "✓ 综合研判完成")
+
+            results["agents_analysis"] = agents_results
+            results["success"] = True
+
+            print("\n" + "=" * 60)
+            print("✓ 宏观周期分析完成！")
+            print("=" * 60)
+
+            if progress_callback:
+                progress_callback(100, "✅ 分析完成！")
+
+        except Exception as e:
+            print(f"\n✗ 分析过程出错: {e}")
+            import traceback
+            traceback.print_exc()
+            results["error"] = str(e)
+
+        return results
+
+
+# 测试
+if __name__ == "__main__":
+    print("=" * 60)
+    print("测试宏观周期分析引擎")
+    print("=" * 60)
+    engine = MacroCycleEngine()
+    print("引擎初始化完成")