"""
智策UI界面模块
展示板块分析结果和预测
"""
import streamlit as st
import time
import plotly.graph_objects as go
import plotly.express as px
import pandas as pd
from datetime import datetime, time as dt_time
import time
import base64
import json
from sector_strategy_data import SectorStrategyDataFetcher
from sector_strategy_engine import SectorStrategyEngine
from sector_strategy_pdf import SectorStrategyPDFGenerator
from sector_strategy_db import SectorStrategyDatabase
from sector_strategy_scheduler import sector_strategy_scheduler
def _parse_json_field(value, default):
"""将可能的JSON字符串安全转换为Python对象"""
try:
if isinstance(value, (dict, list)):
return value
if value is None:
return default
if isinstance(value, str):
v = value.strip()
if not v:
return default
return json.loads(v)
return default
except Exception:
return default
def display_sector_strategy():
"""显示智策板块分析主界面"""
st.markdown("""
🎯 智策 - AI驱动的板块策略分析
Multi-Agent Sector Strategy Analysis | 板块多空·轮动·热度预测
""", unsafe_allow_html=True)
st.markdown("---")
# 创建标签页
tab1, tab2 = st.tabs(["📊 智策分析", "📋 历史报告"])
with tab1:
display_analysis_tab()
with tab2:
display_history_tab()
def display_analysis_tab():
"""显示分析标签页"""
# 定时任务设置区域
display_scheduler_settings()
# 功能说明
with st.expander("💡 智策系统介绍", expanded=False):
st.markdown("""
### 🌟 系统特色
**智策**是基于多AI智能体的板块策略分析系统,通过四位专业分析师的协同工作,为您提供全方位的板块投资决策支持。
### 🤖 AI智能体团队
1. **🌐 宏观策略师**
- 分析宏观经济形势和政策导向
- 解读财经新闻对市场的影响
- 识别行业发展趋势
2. **📊 板块诊断师**
- 深入分析板块走势和估值
- 评估板块基本面和成长性
- 预判板块轮动方向
3. **💰 资金流向分析师**
- 跟踪主力资金的板块流向
- 分析北向资金的偏好
- 识别资金轮动信号
4. **📈 市场情绪解码员**
- 量化市场情绪指标
- 识别恐慌贪婪信号
- 评估板块热度
### 📊 核心预测
- **板块多空**: 看多/看空板块推荐
- **板块轮动**: 强势/潜力/衰退板块识别
- **板块热度**: 热度排行和升降温趋势
### 📈 数据来源
所有数据来自**AKShare**开源库,包括:
- 行业板块和概念板块行情
- 板块资金流向数据
- 北向资金数据
- 市场统计数据
- 财经新闻数据
""")
st.markdown("---")
# 操作按钮
col1, col2 = st.columns([2, 2])
with col1:
analyze_button = st.button("🚀 开始智策分析", type="primary", width='content')
with col2:
if st.button("🔄 清除结果", width='content'):
if 'sector_strategy_result' in st.session_state:
del st.session_state.sector_strategy_result
st.success("已清除分析结果")
st.rerun()
st.markdown("---")
# 开始分析(使用.env中配置的默认模型)
if analyze_button:
# 清除之前的结果
if 'sector_strategy_result' in st.session_state:
del st.session_state.sector_strategy_result
run_sector_strategy_analysis()
# 显示分析结果
if 'sector_strategy_result' in st.session_state:
result = st.session_state.sector_strategy_result
if result.get("success"):
display_analysis_results(result)
else:
st.error(f"❌ 分析失败: {result.get('error', '未知错误')}")
def display_history_tab():
"""显示历史报告标签页"""
st.markdown("### 📋 智策历史报告")
st.markdown("查看和管理历史分析报告")
try:
# 初始化引擎以获取历史报告
engine = SectorStrategyEngine()
# 获取历史报告
reports = engine.get_historical_reports(limit=20)
if reports.empty:
st.info("📝 暂无历史报告")
st.markdown("""
**提示**:
- 运行智策分析后,报告将自动保存到历史记录中
- 您可以在此查看和管理所有历史分析报告
""")
return
st.success(f"📊 共找到 {len(reports)} 份历史报告")
# 报告列表(精简摘要展示)
for i, report in reports.iterrows():
report_id = report['id'] if 'id' in report else None
created_at = report['created_at'] if 'created_at' in report else ''
data_date_range = report['data_date_range'] if 'data_date_range' in report else ''
summary = report['summary'] if 'summary' in report else '智策板块分析报告'
confidence_score = report['confidence_score'] if 'confidence_score' in report else 0
risk_level = report['risk_level'] if 'risk_level' in report else '中等'
market_outlook = report['market_outlook'] if 'market_outlook' in report else '谨慎乐观'
with st.container():
st.markdown(f"**📊 报告 #{report_id}**")
st.caption(f"生成时间: {created_at} | 数据区间: {data_date_range}")
col1, col2, col3 = st.columns([1, 1, 1])
with col1:
st.metric("置信度", f"{confidence_score:.1%}")
with col2:
st.metric("风险等级", risk_level)
with col3:
st.metric("市场展望", market_outlook)
# 操作区:加载到分析视图 / 删除
op1, op2 = st.columns([1, 1])
with op1:
if st.button("📥 加载到分析视图", key=f"load_{report_id}"):
# 获取报告详情并写入session以展示到分析视图
detail = engine.get_report_detail(report_id)
if detail and isinstance(detail.get('analysis_content_parsed'), dict):
st.session_state.sector_strategy_result = detail['analysis_content_parsed']
st.session_state.sector_strategy_result_source = 'from_history'
st.session_state.loaded_report_id = report_id
st.success("✅ 已加载到分析视图,请切换到‘智策分析’标签查看")
time.sleep(0.5)
st.rerun()
else:
st.error("❌ 加载失败:报告内容缺失")
with op2:
if st.button(f"🗑️ 删除", key=f"delete_{report_id}"):
if engine.delete_report(report_id):
st.success("报告已删除")
st.rerun()
else:
st.error("删除失败")
# 改进的摘要展示逻辑,突出看多板块信息
st.markdown("**📝 报告摘要**")
summary_text = summary or "智策板块分析报告"
# 解析摘要中的看多板块信息
if "看多板块:" in summary_text:
parts = summary_text.split(",看多板块:")
main_summary = parts[0]
bullish_info = parts[1] if len(parts) > 1 else ""
# 显示主要摘要信息
st.markdown(f"🔹 {main_summary}")
# 特别突出显示看多板块
if bullish_info:
st.markdown(f"📈 **看多板块**: :green[{bullish_info}]")
else:
# 原有的简单展示方式
short = summary_text if len(summary_text) <= 120 else (summary_text[:120] + "...")
with st.expander(f"{short}", expanded=False):
st.write(summary_text)
st.markdown("-")
except Exception as e:
st.error(f"❌ 加载历史报告失败: {e}")
def display_report_detail(report_id):
"""详细报告页面已移除:保留占位以避免旧调用报错"""
st.info("当前版本仅提供报告摘要,详细页面已移除。")
def run_sector_strategy_analysis(model=None):
"""运行智策分析"""
import config
model = model or config.DEFAULT_MODEL_NAME
# 进度显示
progress_bar = st.progress(0)
status_text = st.empty()
try:
# 1. 获取数据
status_text.text("📊 正在获取市场数据...")
progress_bar.progress(10)
fetcher = SectorStrategyDataFetcher()
# 使用带缓存回退的获取逻辑
data = fetcher.get_cached_data_with_fallback()
if not data.get("success"):
st.error("❌ 数据获取失败")
return
progress_bar.progress(30)
status_text.text("✓ 数据获取完成")
# 显示数据摘要(含缓存提示)
display_data_summary(data)
# 2. 运行AI分析
status_text.text("🤖 AI智能体团队正在分析,预计需要10分钟...")
progress_bar.progress(40)
engine = SectorStrategyEngine(model=model)
result = engine.run_comprehensive_analysis(data)
# 传递缓存元信息到结果以便页面提示
if data.get("from_cache") or data.get("cache_warning"):
result["cache_meta"] = {
"from_cache": bool(data.get("from_cache")),
"cache_warning": data.get("cache_warning", ""),
"data_timestamp": data.get("timestamp")
}
progress_bar.progress(90)
if result.get("success"):
# 保存结果
st.session_state.sector_strategy_result = result
progress_bar.progress(100)
status_text.text("✅ 分析完成!")
time.sleep(1)
status_text.empty()
progress_bar.empty()
# 自动刷新显示结果
st.rerun()
else:
st.error(f"❌ 分析失败: {result.get('error', '未知错误')}")
except Exception as e:
st.error(f"❌ 分析过程出错: {str(e)}")
import traceback
st.code(traceback.format_exc())
finally:
progress_bar.empty()
status_text.empty()
def display_data_summary(data):
"""显示数据摘要"""
st.subheader("📊 市场数据概览")
# 缓存提示横幅
if data.get("from_cache") or data.get("cache_warning"):
st.warning(data.get("cache_warning", "当前数据来自缓存,可能不是最新信息"))
col1, col2, col3, col4 = st.columns(4)
market = data.get("market_overview", {})
with col1:
if market.get("sh_index"):
sh = market["sh_index"]
st.metric(
"上证指数",
f"{sh['close']:.2f}",
f"{sh['change_pct']:+.2f}%"
)
with col2:
if market.get("up_count"):
st.metric(
"上涨股票",
market['up_count'],
f"{market['up_ratio']:.1f}%"
)
with col3:
sectors_count = len(data.get("sectors", {}))
st.metric("行业板块", sectors_count)
with col4:
concepts_count = len(data.get("concepts", {}))
st.metric("概念板块", concepts_count)
def display_saved_report_summary(saved_report: dict):
"""在主页面显示保存的报告摘要(标题、时间、关键指标)"""
st.subheader("📝 报告摘要")
summary = saved_report.get('summary', '智策板块分析报告')
created_at = saved_report.get('created_at', '')
data_date_range = saved_report.get('data_date_range', '')
confidence_score = saved_report.get('confidence_score', 0)
risk_level = saved_report.get('risk_level', '中等')
market_outlook = saved_report.get('market_outlook', '谨慎乐观')
st.caption(f"生成时间: {created_at} | 数据区间: {data_date_range}")
# 使用改进的摘要展示逻辑,突出看多板块信息
summary_text = summary or "智策板块分析报告"
# 解析摘要中的看多板块信息
if "看多板块:" in summary_text:
parts = summary_text.split(",看多板块:")
main_summary = parts[0]
bullish_info = parts[1] if len(parts) > 1 else ""
# 显示主要摘要信息
st.markdown(f"🔹 {main_summary}")
# 特别突出显示看多板块
if bullish_info:
st.markdown(f"📈 **看多板块**: :green[{bullish_info}]")
else:
# 原有的简单展示方式
st.info(summary_text)
col1, col2, col3 = st.columns(3)
with col1:
st.metric("置信度", f"{confidence_score:.1%}")
with col2:
st.metric("风险等级", risk_level)
with col3:
st.metric("市场展望", market_outlook)
def display_analysis_results(result):
"""显示分析结果"""
st.success("✅ 智策分析完成!")
st.info(f"📅 分析时间: {result.get('timestamp', 'N/A')}")
# 显示缓存提示(如果本次分析使用了缓存数据)
cache_meta = result.get("cache_meta")
if cache_meta and (cache_meta.get("from_cache") or cache_meta.get("cache_warning")):
st.warning(cache_meta.get("cache_warning", "当前分析基于缓存数据,可能不是最新信息"))
# 如果内容源自历史报告,给出返回入口
if st.session_state.get('sector_strategy_result_source') == 'from_history':
loaded_id = st.session_state.get('loaded_report_id')
st.info(f"🗂️ 当前展示为历史报告内容(ID: {loaded_id})")
if st.button("↩️ 返回历史报告列表"):
# 清除已加载的历史报告并返回
for key in ['sector_strategy_result', 'sector_strategy_result_source', 'loaded_report_id']:
if key in st.session_state:
del st.session_state[key]
st.rerun()
# 显示引擎回传的保存报告摘要(用于主页面动态更新)
saved_report = result.get("saved_report")
if saved_report:
display_saved_report_summary(saved_report)
# PDF导出功能
display_pdf_export_section(result)
st.markdown("---")
# 创建标签页
tab1, tab2, tab3, tab4 = st.tabs([
"📋 核心预测",
"🤖 智能体分析",
"📊 综合研判",
"📈 数据可视化"
])
# Tab 1: 核心预测
with tab1:
display_predictions(result.get("final_predictions", {}))
# Tab 2: 智能体分析
with tab2:
display_agents_reports(result.get("agents_analysis", {}))
# Tab 3: 综合研判
with tab3:
display_comprehensive_report(result.get("comprehensive_report", ""))
# Tab 4: 数据可视化
with tab4:
display_visualizations(result.get("final_predictions", {}))
def display_predictions(predictions):
"""显示核心预测"""
st.subheader("🎯 智策核心预测")
if not predictions or predictions.get("prediction_text"):
# 文本格式
st.markdown("### 预测报告")
st.write(predictions.get("prediction_text", "暂无预测"))
return
# JSON格式预测
# 1. 板块多空
st.markdown("### 📊 板块多空预测")
col1, col2 = st.columns(2)
with col1:
st.markdown("#### 🟢 看多板块")
bullish = predictions.get("long_short", {}).get("bullish", [])
if bullish:
for item in bullish:
st.markdown(f"""
{item.get('sector', 'N/A')} ↑
信心度: {item.get('confidence', 0)}/10
理由: {item.get('reason', '')}
风险: {item.get('risk', '')}
""", unsafe_allow_html=True)
else:
st.info("暂无看多板块")
with col2:
st.markdown("#### 🔴 看空板块")
bearish = predictions.get("long_short", {}).get("bearish", [])
if bearish:
for item in bearish:
st.markdown(f"""
{item.get('sector', 'N/A')} ↓
信心度: {item.get('confidence', 0)}/10
理由: {item.get('reason', '')}
风险: {item.get('risk', '')}
""", unsafe_allow_html=True)
else:
st.info("暂无看空板块")
st.markdown("---")
# 2. 板块轮动
st.markdown("### 🔄 板块轮动预测")
rotation = predictions.get("rotation", {})
col1, col2, col3 = st.columns(3)
with col1:
st.markdown("#### 💪 当前强势")
current_strong = rotation.get("current_strong", [])
for item in current_strong:
st.markdown(f"""
**{item.get('sector', 'N/A')}**
- 时间窗口: {item.get('time_window', 'N/A')}
- 逻辑: {item.get('logic', '')[:50]}...
- 建议: {item.get('advice', '')}
""")
with col2:
st.markdown("#### 🌱 潜力接力")
potential = rotation.get("potential", [])
for item in potential:
st.markdown(f"""
**{item.get('sector', 'N/A')}**
- 时间窗口: {item.get('time_window', 'N/A')}
- 逻辑: {item.get('logic', '')[:50]}...
- 建议: {item.get('advice', '')}
""")
with col3:
st.markdown("#### 📉 衰退板块")
declining = rotation.get("declining", [])
for item in declining:
st.markdown(f"""
**{item.get('sector', 'N/A')}**
- 时间窗口: {item.get('time_window', 'N/A')}
- 逻辑: {item.get('logic', '')[:50]}...
- 建议: {item.get('advice', '')}
""")
st.markdown("---")
# 3. 板块热度
st.markdown("### 🔥 板块热度排行")
heat = predictions.get("heat", {})
col1, col2, col3 = st.columns(3)
with col1:
st.markdown("#### 🔥 最热板块")
hottest = heat.get("hottest", [])
for idx, item in enumerate(hottest, 1):
st.metric(
f"{idx}. {item.get('sector', 'N/A')}",
f"{item.get('score', 0)}分",
f"{item.get('trend', 'N/A')}"
)
with col2:
st.markdown("#### 📈 升温板块")
heating = heat.get("heating", [])
for idx, item in enumerate(heating, 1):
st.metric(
f"{idx}. {item.get('sector', 'N/A')}",
f"{item.get('score', 0)}分",
"↗️ 升温"
)
with col3:
st.markdown("#### 📉 降温板块")
cooling = heat.get("cooling", [])
for idx, item in enumerate(cooling, 1):
st.metric(
f"{idx}. {item.get('sector', 'N/A')}",
f"{item.get('score', 0)}分",
"↘️ 降温"
)
st.markdown("---")
# 4. 总结建议
summary = predictions.get("summary", {})
if summary:
st.markdown("### 📝 策略总结")
col1, col2 = st.columns(2)
with col1:
st.markdown(f"""
💡 市场观点
{summary.get('market_view', 'N/A')}
""", unsafe_allow_html=True)
st.markdown(f"""
🎯 核心机会
{summary.get('key_opportunity', 'N/A')}
""", unsafe_allow_html=True)
with col2:
st.markdown(f"""
⚠️ 主要风险
{summary.get('major_risk', 'N/A')}
""", unsafe_allow_html=True)
st.markdown(f"""
📋 整体策略
{summary.get('strategy', 'N/A')}
""", unsafe_allow_html=True)
def display_agents_reports(agents_analysis):
"""显示智能体分析报告"""
st.subheader("🤖 AI智能体分析报告")
if not agents_analysis:
st.info("暂无智能体分析数据")
return
# 创建子标签页
agent_names = []
agent_data = []
for key, value in agents_analysis.items():
agent_names.append(value.get("agent_name", "未知分析师"))
agent_data.append(value)
tabs = st.tabs(agent_names)
for idx, tab in enumerate(tabs):
with tab:
agent = agent_data[idx]
st.markdown(f"""
👨💼 {agent.get('agent_name', '未知')}
职责: {agent.get('agent_role', '未知')}
关注领域: {', '.join(agent.get('focus_areas', []))}
分析时间: {agent.get('timestamp', '未知')}
""", unsafe_allow_html=True)
st.markdown("---")
st.markdown("### 📄 分析报告")
st.write(agent.get("analysis", "暂无分析"))
def display_comprehensive_report(report):
"""显示综合研判报告"""
st.subheader("📊 综合研判报告")
if not report:
st.info("暂无综合研判数据")
return
st.markdown("""
🎯 智策综合研判
基于四位专业分析师的深度分析,形成的全面市场和板块研判
""", unsafe_allow_html=True)
st.markdown("---")
st.write(report)
def display_visualizations(predictions):
"""显示数据可视化"""
st.subheader("📈 数据可视化")
if not predictions or predictions.get("prediction_text"):
st.info("暂无可视化数据")
return
# 1. 板块多空雷达图
st.markdown("### 📊 板块多空信心度对比")
bullish = predictions.get("long_short", {}).get("bullish", [])
bearish = predictions.get("long_short", {}).get("bearish", [])
if bullish or bearish:
# 准备数据
sectors = []
confidence = []
types = []
for item in bullish[:5]:
sectors.append(item.get('sector', 'N/A'))
confidence.append(item.get('confidence', 0))
types.append('看多')
for item in bearish[:5]:
sectors.append(item.get('sector', 'N/A'))
confidence.append(-item.get('confidence', 0)) # 负值表示看空
types.append('看空')
# 创建条形图
df = pd.DataFrame({
'板块': sectors,
'信心度': confidence,
'类型': types
})
fig = px.bar(df, x='板块', y='信心度', color='类型',
color_discrete_map={'看多': '#4caf50', '看空': '#f44336'},
title='板块多空信心度对比')
fig.update_layout(height=400)
st.plotly_chart(fig, use_container_width=True, config={'responsive': True}, key="sector_confidence")
st.markdown("---")
# 2. 板块热度分布
st.markdown("### 🔥 板块热度分布")
heat = predictions.get("heat", {})
hottest = heat.get("hottest", [])
heating = heat.get("heating", [])
if hottest or heating:
sectors = []
scores = []
trends = []
for item in hottest:
sectors.append(item.get('sector', 'N/A'))
scores.append(item.get('score', 0))
trends.append('最热')
for item in heating:
sectors.append(item.get('sector', 'N/A'))
scores.append(item.get('score', 0))
trends.append('升温')
df = pd.DataFrame({
'板块': sectors,
'热度': scores,
'趋势': trends
})
fig = px.scatter(df, x='板块', y='热度', size='热度', color='趋势',
color_discrete_map={'最热': '#ff5722', '升温': '#ff9800'},
title='板块热度分布图')
fig.update_layout(height=400)
st.plotly_chart(fig, use_container_width=True, config={'responsive': True}, key="sector_heat")
def display_pdf_export_section(result):
"""显示PDF导出部分"""
st.subheader("📄 导出报告")
col1, col2, col3, col4 = st.columns([2, 1, 1, 1])
with col1:
st.write("将分析报告导出为PDF或Markdown文件,方便保存和分享")
with col2:
if st.button("📥 生成PDF报告", type="primary", width='content'):
with st.spinner("正在生成PDF报告..."):
try:
# 生成PDF
generator = SectorStrategyPDFGenerator()
pdf_path = generator.generate_pdf(result)
# 读取PDF文件
with open(pdf_path, "rb") as f:
pdf_bytes = f.read()
# 保存到session_state
st.session_state.sector_pdf_data = pdf_bytes
st.session_state.sector_pdf_filename = f"智策报告_{result.get('timestamp', datetime.now().strftime('%Y%m%d_%H%M%S')).replace(':', '').replace(' ', '_')}.pdf"
st.success("✅ PDF报告生成成功!")
st.rerun()
except Exception as e:
st.error(f"❌ PDF生成失败: {str(e)}")
with col3:
if st.button("📝 生成Markdown", type="secondary", width='content'):
with st.spinner("正在生成Markdown报告..."):
try:
# 生成Markdown内容
markdown_content = generate_sector_markdown_report(result)
# 保存到session_state
st.session_state.sector_markdown_data = markdown_content
st.session_state.sector_markdown_filename = f"智策报告_{result.get('timestamp', datetime.now().strftime('%Y%m%d_%H%M%S')).replace(':', '').replace(' ', '_')}.md"
st.success("✅ Markdown报告生成成功!")
st.rerun()
except Exception as e:
st.error(f"❌ Markdown生成失败: {str(e)}")
with col4:
# 如果已经生成了PDF,显示下载按钮
if 'sector_pdf_data' in st.session_state:
st.download_button(
label="💾 下载PDF",
data=st.session_state.sector_pdf_data,
file_name=st.session_state.sector_pdf_filename,
mime="application/pdf",
width='content'
)
# 如果已经生成了Markdown,显示下载按钮
if 'sector_markdown_data' in st.session_state:
st.download_button(
label="💾 下载Markdown",
data=st.session_state.sector_markdown_data,
file_name=st.session_state.sector_markdown_filename,
mime="text/markdown",
width='content'
)
def generate_sector_markdown_report(result_data: dict) -> str:
"""生成智策分析Markdown报告"""
# 获取当前时间
current_time = datetime.now().strftime("%Y年%m月%d日 %H:%M:%S")
# 标题页
markdown_content = f"""# 智策板块策略分析报告
**AI驱动的多维度板块投资决策支持系统**
---
## 📊 报告信息
- **生成时间**: {current_time}
- **分析周期**: 当日市场数据
- **AI模型**: DeepSeek Multi-Agent System
- **分析维度**: 宏观·板块·资金·情绪
> ⚠️ 本报告由AI系统自动生成,仅供参考,不构成投资建议。投资有风险,决策需谨慎。
---
## 📈 市场概况
本报告基于{result_data.get('timestamp', 'N/A')}的实时市场数据,
通过四位AI智能体的多维度分析,为您提供板块投资策略建议。
### 分析师团队:
- **宏观策略师** - 分析宏观经济、政策导向、新闻事件
- **板块诊断师** - 分析板块走势、估值水平、轮动特征
- **资金流向分析师** - 分析主力资金、北向资金流向
- **市场情绪解码员** - 分析市场情绪、热度、赚钱效应
"""
# 核心预测
predictions = result_data.get('final_predictions', {})
if predictions.get('prediction_text'):
# 文本格式预测
markdown_content += f"""
## 🎯 核心预测
{predictions.get('prediction_text', '')}
"""
else:
# JSON格式预测
markdown_content += "## 🎯 核心预测\n\n"
# 1. 板块多空预测
long_short = predictions.get('long_short', {})
bullish = long_short.get('bullish', [])
bearish = long_short.get('bearish', [])
markdown_content += "### 📊 板块多空预测\n\n"
if bullish:
markdown_content += "#### 🟢 看多板块\n\n"
for idx, item in enumerate(bullish, 1):
markdown_content += f"{idx}. **{item.get('sector', 'N/A')}** (信心度: {item.get('confidence', 0)}/10)\n"
markdown_content += f" - 理由: {item.get('reason', 'N/A')}\n"
markdown_content += f" - 风险: {item.get('risk', 'N/A')}\n\n"
if bearish:
markdown_content += "#### 🔴 看空板块\n\n"
for idx, item in enumerate(bearish, 1):
markdown_content += f"{idx}. **{item.get('sector', 'N/A')}** (信心度: {item.get('confidence', 0)}/10)\n"
markdown_content += f" - 理由: {item.get('reason', 'N/A')}\n"
markdown_content += f" - 风险: {item.get('risk', 'N/A')}\n\n"
# 2. 板块轮动预测
rotation = predictions.get('rotation', {})
current_strong = rotation.get('current_strong', [])
potential = rotation.get('potential', [])
declining = rotation.get('declining', [])
markdown_content += "### 🔄 板块轮动预测\n\n"
if current_strong:
markdown_content += "#### 💪 当前强势板块\n\n"
for item in current_strong:
markdown_content += f"- **{item.get('sector', 'N/A')}**\n"
markdown_content += f" - 轮动逻辑: {item.get('logic', 'N/A')}\n"
markdown_content += f" - 时间窗口: {item.get('time_window', 'N/A')}\n"
markdown_content += f" - 操作建议: {item.get('advice', 'N/A')}\n\n"
if potential:
markdown_content += "#### 🌱 潜力接力板块\n\n"
for item in potential:
markdown_content += f"- **{item.get('sector', 'N/A')}**\n"
markdown_content += f" - 轮动逻辑: {item.get('logic', 'N/A')}\n"
markdown_content += f" - 时间窗口: {item.get('time_window', 'N/A')}\n"
markdown_content += f" - 操作建议: {item.get('advice', 'N/A')}\n\n"
if declining:
markdown_content += "#### 📉 衰退板块\n\n"
for item in declining:
markdown_content += f"- **{item.get('sector', 'N/A')}**\n"
markdown_content += f" - 轮动逻辑: {item.get('logic', 'N/A')}\n"
markdown_content += f" - 时间窗口: {item.get('time_window', 'N/A')}\n"
markdown_content += f" - 操作建议: {item.get('advice', 'N/A')}\n\n"
# 3. 板块热度排行
heat = predictions.get('heat', {})
hottest = heat.get('hottest', [])
heating = heat.get('heating', [])
cooling = heat.get('cooling', [])
markdown_content += "### 🔥 板块热度排行\n\n"
if hottest:
markdown_content += "#### 最热板块\n\n| 排名 | 板块 | 热度评分 | 趋势 | 持续性 |\n|------|------|----------|------|--------|\n"
for idx, item in enumerate(hottest[:10], 1):
markdown_content += f"| {idx} | {item.get('sector', 'N/A')} | {item.get('score', 0)} | {item.get('trend', 'N/A')} | {item.get('sustainability', 'N/A')} |\n"
markdown_content += "\n"
if heating:
markdown_content += "#### 升温板块\n\n"
for idx, item in enumerate(heating[:5], 1):
markdown_content += f"{idx}. {item.get('sector', 'N/A')} (评分: {item.get('score', 0)})\n"
markdown_content += "\n"
if cooling:
markdown_content += "#### 降温板块\n\n"
for idx, item in enumerate(cooling[:5], 1):
markdown_content += f"{idx}. {item.get('sector', 'N/A')} (评分: {item.get('score', 0)})\n"
markdown_content += "\n"
# 4. 策略总结
summary = predictions.get('summary', {})
if summary:
markdown_content += "### 📝 策略总结\n\n"
if summary.get('market_view'):
markdown_content += f"**市场观点:** {summary.get('market_view', '')}\n\n"
if summary.get('key_opportunity'):
markdown_content += f"**核心机会:** {summary.get('key_opportunity', '')}\n\n"
if summary.get('major_risk'):
markdown_content += f"**主要风险:** {summary.get('major_risk', '')}\n\n"
if summary.get('strategy'):
markdown_content += f"**整体策略:** {summary.get('strategy', '')}\n\n"
# AI智能体分析
agents_analysis = result_data.get('agents_analysis', {})
if agents_analysis:
markdown_content += "## 🤖 AI智能体分析\n\n"
for key, agent_data in agents_analysis.items():
agent_name = agent_data.get('agent_name', '未知分析师')
agent_role = agent_data.get('agent_role', '')
focus_areas = ', '.join(agent_data.get('focus_areas', []))
analysis = agent_data.get('analysis', '')
markdown_content += f"### {agent_name}\n\n"
markdown_content += f"- **职责**: {agent_role}\n"
markdown_content += f"- **关注领域**: {focus_areas}\n\n"
markdown_content += f"{analysis}\n\n"
markdown_content += "---\n\n"
# 综合研判
comprehensive_report = result_data.get('comprehensive_report', '')
if comprehensive_report:
markdown_content += "## 📊 综合研判\n\n"
markdown_content += f"{comprehensive_report}\n\n"
markdown_content += """
---
*报告由智策AI系统自动生成*
"""
return markdown_content
def display_scheduler_settings():
"""显示定时任务设置"""
with st.expander("⏰ 定时分析设置", expanded=False):
st.markdown("""
**定时分析功能**
开启后,系统将在每天指定时间自动运行智策分析,并将核心结果通过邮件发送。
**前提条件:**
- 需要在 `.env` 文件中配置邮件设置
- 配置项:`EMAIL_ENABLED`, `SMTP_SERVER`, `EMAIL_FROM`, `EMAIL_PASSWORD`, `EMAIL_TO`
""")
# 获取当前状态
status = sector_strategy_scheduler.get_status()
col1, col2 = st.columns([1, 1])
with col1:
# 显示当前状态
if status['running']:
st.success(f"✅ 定时任务运行中")
st.info(f"⏰ 定时时间: {status['schedule_time']}")
if status['next_run_time']:
st.info(f"📅 下次运行: {status['next_run_time']}")
if status['last_run_time']:
st.info(f"📊 上次运行: {status['last_run_time']}")
else:
st.warning("⏸️ 定时任务未运行")
with col2:
# 时间设置
schedule_time = st.time_input(
"设置定时时间",
value=dt_time(9, 0), # 默认9:00
help="系统将在每天此时间自动运行分析"
)
schedule_time_str = schedule_time.strftime("%H:%M")
# 控制按钮
col_a, col_b, col_c = st.columns(3)
with col_a:
if not status['running']:
if st.button("▶️ 启动", width='content', type="primary"):
if sector_strategy_scheduler.start(schedule_time_str):
st.success(f"✅ 定时任务已启动!每天 {schedule_time_str} 运行")
time.sleep(1)
st.rerun()
else:
st.error("❌ 启动失败")
else:
if st.button("⏹️ 停止", width='content'):
if sector_strategy_scheduler.stop():
st.success("✅ 定时任务已停止")
time.sleep(1)
st.rerun()
else:
st.error("❌ 停止失败")
with col_b:
if st.button("🔄 立即运行", width='content'):
with st.spinner("正在运行分析..."):
sector_strategy_scheduler.manual_run()
st.success("✅ 手动分析完成!")
with col_c:
if st.button("📧 测试邮件", width='content'):
test_email_notification()
# 邮件配置检查
st.markdown("---")
check_email_config()
def check_email_config():
"""检查邮件配置"""
st.markdown("**📧 邮件配置检查**")
import os
from dotenv import load_dotenv
load_dotenv()
email_enabled = os.getenv('EMAIL_ENABLED', 'false').lower() == 'true'
smtp_server = os.getenv('SMTP_SERVER', '')
email_from = os.getenv('EMAIL_FROM', '')
email_password = os.getenv('EMAIL_PASSWORD', '')
email_to = os.getenv('EMAIL_TO', '')
col1, col2 = st.columns(2)
with col1:
st.write("**配置项**")
st.write(f"✅ 邮件功能: {'已启用' if email_enabled else '❌ 未启用'}")
st.write(f"{'✅' if smtp_server else '❌'} SMTP服务器: {smtp_server or '未配置'}")
st.write(f"{'✅' if email_from else '❌'} 发件邮箱: {email_from or '未配置'}")
with col2:
st.write("**状态**")
st.write(f"{'✅' if email_password else '❌'} 邮箱密码: {'已配置' if email_password else '未配置'}")
st.write(f"{'✅' if email_to else '❌'} 收件邮箱: {email_to or '未配置'}")
config_complete = all([email_enabled, smtp_server, email_from, email_password, email_to])
if config_complete:
st.success("✅ 邮件配置完整")
else:
st.warning("⚠️ 邮件配置不完整,请在 .env 文件中配置")
def test_email_notification():
"""测试邮件通知"""
try:
from notification_service import notification_service
# 使用notification_service的send_test_email方法
success, message = notification_service.send_test_email()
if success:
st.success(f"✅ {message}")
st.balloons()
else:
st.error(f"❌ {message}")
except Exception as e:
st.error(f"❌ 发送测试邮件时出错: {str(e)}")
import traceback
st.code(traceback.format_exc())
# 主入口
if __name__ == "__main__":
display_sector_strategy()