@hedgehog-finance/hedgehog-plugin 1.0.21 → 1.0.22

package/src/features/stockBasic/tools.ts

@@ -0,0 +1,157 @@
+import { getDB } from "../../core/database.js";
+import {
+	GetStockBasicListParamsSchema,
+	GetStockBasicInfoParamsSchema,
+	StockBasicItem,
+	SyncStockBasicParamsSchema
+} from "./schema.js";
+
+interface RuntimeTool {
+	name: string;
+	label?: string;
+	description: string;
+	parameters: unknown;
+	registerTool?: boolean;
+	execute(params: unknown, ctx?: { userId: string }): Promise<string>;
+}
+
+const GetStockBasicInfoAgentToolSchema = {
+	type: "object",
+	additionalProperties: false,
+	required: ["stock_code"],
+	properties: {
+		stock_code: { type: "string", description: "股票代码，例如：000001.SZ 或 600000.SH" }
+	}
+};
+
+function normalizeStockBasic(stock: StockBasicItem): StockBasicItem {
+	return {
+		...stock,
+		stock_code: stock.stock_code.trim().toUpperCase().replace(/\.SS$/i, ".SH"),
+		symbol: stock.symbol.trim(),
+		exchange: stock.exchange.trim().toUpperCase(),
+		name: stock.name.trim(),
+		fullname: stock.fullname.trim(),
+		enname: stock.enname.trim(),
+		cnspell: stock.cnspell.trim().toUpperCase()
+	};
+}
+
+function escapeLike(value: string): string {
+	return value.replace(/[\\%_]/g, "\\$&");
+}
+
+export const stockBasicTools: Record<string, RuntimeTool> = {
+	sync_stock_basic: {
+		name: "sync_stock_basic",
+		description: "批量同步证券基础资料主数据。系统以 stock_code 作为唯一标识执行新增或覆盖更新，适用于初始化或定期刷新股票代码、名称、交易所、行业、上市日期等基础字段。",
+		parameters: SyncStockBasicParamsSchema,
+		registerTool: false,
+		async execute(params) {
+			const args = SyncStockBasicParamsSchema.parse(params);
+			const db = getDB();
+			const stmt = db.prepare(`
+				INSERT INTO stock_basic (
+					stock_code,
+					symbol,
+					name,
+					fullname,
+					enname,
+					cnspell,
+					exchange,
+					market,
+					industry,
+					area,
+					curr_type,
+					list_date,
+					is_hs,
+					act_name,
+					act_ent_type
+				)
+				VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)
+				ON CONFLICT(stock_code) DO UPDATE SET
+					symbol = excluded.symbol,
+					name = excluded.name,
+					fullname = excluded.fullname,
+					enname = excluded.enname,
+					cnspell = excluded.cnspell,
+					exchange = excluded.exchange,
+					market = excluded.market,
+					industry = excluded.industry,
+					area = excluded.area,
+					curr_type = excluded.curr_type,
+					list_date = excluded.list_date,
+					is_hs = excluded.is_hs,
+					act_name = excluded.act_name,
+					act_ent_type = excluded.act_ent_type,
+					updatedAt = STRFTIME('%Y-%m-%dT%H:%M:%fZ', 'NOW')
+			`);
+
+			if (db.inTransaction) db.exec("ROLLBACK");
+			db.exec("BEGIN TRANSACTION");
+			try {
+				for (const rawStock of args.stocks) {
+					const stock = normalizeStockBasic(rawStock);
+					stmt.run(
+						stock.stock_code,
+						stock.symbol,
+						stock.name,
+						stock.fullname,
+						stock.enname,
+						stock.cnspell,
+						stock.exchange,
+						stock.market,
+						stock.industry,
+						stock.area,
+						stock.curr_type,
+						stock.list_date,
+						stock.is_hs,
+						stock.act_name,
+						stock.act_ent_type
+					);
+				}
+				db.exec("COMMIT");
+				return JSON.stringify({ success: true, synced: args.stocks.length });
+			} catch (e: any) {
+				if (db.inTransaction) db.exec("ROLLBACK");
+				return JSON.stringify({ success: false, error: e.message });
+			}
+		}
+	},
+
+	get_stock_basic_list: {
+		name: "get_stock_basic_list",
+		description: "查询证券基础资料全量列表。返回股票代码、证券简称、公司全称、交易所、市场板块、行业及上市日期等基础字段，用于前端缓存、下拉选择或基础数据校验。",
+		parameters: GetStockBasicListParamsSchema,
+		registerTool: false,
+		async execute(params) {
+			GetStockBasicListParamsSchema.parse(params);
+			const db = getDB();
+			const rows = db.prepare(`
+				SELECT stock_code, symbol, name, fullname, enname, cnspell, exchange, market, industry, area, curr_type, list_date, is_hs, act_name, act_ent_type, createdAt, updatedAt
+				FROM stock_basic
+				ORDER BY exchange ASC, symbol ASC
+			`).all();
+			return JSON.stringify({ success: true, data: rows });
+		}
+	},
+
+	get_stock_basic_info: {
+		name: "get_stock_basic_info",
+		label: "查询股票基本信息",
+		description: "根据股票代码查询证券基础资料。",
+		parameters: GetStockBasicInfoAgentToolSchema,
+		registerTool: true,
+		async execute(params) {
+			const args = GetStockBasicInfoParamsSchema.parse(params);
+			const db = getDB();
+			const code = args.stock_code.trim().toUpperCase().replace(/\.SS$/i, ".SH");
+			const row = db.prepare(`
+				SELECT stock_code, name, enname, exchange, market, industry, is_hs
+				FROM stock_basic
+				WHERE stock_code = ?
+			`).get(code);
+			return JSON.stringify({ success: true, data: row || null });
+		}
+	}
+};

package/src/features/watchlist/logic.ts

@@ -10,10 +10,10 @@ import { logger } from "../../core/logger.js";
 import { StockClassification, StockClassificationSchema } from "../../types.js";
 
 interface GlobalStockMetadataRow {
-	industryJson: string;
-	themeJson: string;
-	stockName: string;
-	lastUpdated: string;
+	industry_classification: string;
+	theme_classification: string;
+	stock_name: string;
+	last_updated: string;
 }
 
 const MAIN_AGENT_ID = "hedgehog-finance";
@@ -32,8 +32,8 @@ const CLASSIFIER_SYSTEM_PROMPT = [
 	"只允许根据用户消息中提供的行业/主题分类字典和股票列表输出纯 JSON 数组。"
 ].join("\n");
 
-function normalizeStockCodeForCache(stockCode: string, exchange?: string): string {
-	const code = String(stockCode || "")
+function normalizeStockCodeForCache(stock_code: string, exchange?: string): string {
+	const code = String(stock_code || "")
 		.trim()
 		.toUpperCase();
 	if (/\.(SH|SS|SZ|HK|US)$/i.test(code)) {
@@ -51,19 +51,19 @@ function normalizeStockCodeForCache(stockCode: string, exchange?: string): strin
 	}
 }
 
-function legacyStockCodeWithoutSuffix(stockCode: string): string {
-	return String(stockCode || "")
+function legacyStockCodeWithoutSuffix(stock_code: string): string {
+	return String(stock_code || "")
 		.trim()
 		.toUpperCase()
 		.replace(/\.(SH|SS|SZ|HK|US)$/i, "");
 }
 
-function getCachedClassificationRow(db: any, stockCode: string, exchange: string): GlobalStockMetadataRow | undefined {
-	const cacheCode = normalizeStockCodeForCache(stockCode, exchange);
-	const legacyCode = legacyStockCodeWithoutSuffix(stockCode);
+function getCachedClassificationRow(db: any, stock_code: string, exchange: string): GlobalStockMetadataRow | undefined {
+	const cacheCode = normalizeStockCodeForCache(stock_code, exchange);
+	const legacyCode = legacyStockCodeWithoutSuffix(stock_code);
 	const stmt = db.prepare(`
-		SELECT industryJson, themeJson FROM global_stock_metadata
-		WHERE stockCode = ? AND exchange = ?
+		SELECT industry_classification, theme_classification FROM stock_classification_cache
+		WHERE stock_code = ? AND exchange = ?
 	`);
 	return (stmt.get(cacheCode, exchange) || (legacyCode !== cacheCode ? stmt.get(legacyCode, exchange) : undefined)) as GlobalStockMetadataRow | undefined;
 }
@@ -180,27 +180,27 @@ export const watchlistLogic = {
 
 	async getStockClassification(
 		rt: PluginRuntime,
-		stockName: string,
-		stockCode: string,
+		stock_name: string,
+		stock_code: string,
 		exchange: string,
 		_userId: string
 	): Promise<StockClassification | null> {
 		const db = getDB();
 
-		const cached = getCachedClassificationRow(db, stockCode, exchange);
+		const cached = getCachedClassificationRow(db, stock_code, exchange);
 
-		if (cached && cached.industryJson) {
+		if (cached && cached.industry_classification) {
 			try {
 				return watchlistLogic._normalizeCachedClassification({
-					industry: JSON.parse(cached.industryJson),
-					theme: JSON.parse(cached.themeJson || '[]'),
+					industry: JSON.parse(cached.industry_classification),
+					theme: JSON.parse(cached.theme_classification || '[]'),
 					weight: 50
 				});
 			} catch (e) {
 			}
 		}
 
-		const classification = await watchlistLogic._autoClassifyWithAI(rt, stockName, stockCode, exchange);
+		const classification = await watchlistLogic._autoClassifyWithAI(rt, stock_name, stock_code, exchange);
 
 		return classification;
 	},
@@ -212,16 +212,16 @@ export const watchlistLogic = {
 	): Promise<StockClassification[]> {
 		const db = getDB();
 		const results = new Array<StockClassification | null>(stocks.length).fill(null);
-		const pendingStocks: { idx: number, stockName: string, stockCode: string, exchange: string }[] = [];
+		const pendingStocks: { idx: number, stock_name: string, stock_code: string, exchange: string }[] = [];
 
 		stocks.forEach((stock, idx) => {
-			const cached = getCachedClassificationRow(db, stock.stockCode, stock.exchange);
+			const cached = getCachedClassificationRow(db, stock.stock_code, stock.exchange);
 
-			if (cached && cached.industryJson) {
+			if (cached && cached.industry_classification) {
 				try {
 					results[idx] = watchlistLogic._normalizeCachedClassification({
-						industry: JSON.parse(cached.industryJson),
-						theme: JSON.parse(cached.themeJson || '[]'),
+						industry: JSON.parse(cached.industry_classification),
+						theme: JSON.parse(cached.theme_classification || '[]'),
 						weight: 50
 					});
 					return;
@@ -231,8 +231,8 @@ export const watchlistLogic = {
 
 			pendingStocks.push({
 				idx,
-				stockName: stock.stockName,
-				stockCode: stock.stockCode,
+				stock_name: stock.stock_name,
+				stock_code: stock.stock_code,
 				exchange: stock.exchange
 			});
 		});
@@ -246,7 +246,7 @@ export const watchlistLogic = {
 			throw new Error("行业分类字典为空，无法分析行业/主题关系");
 		}
 
-		const stocksList = pendingStocks.map(s => `- ${s.stockName} (${s.stockCode})`).join("\n");
+		const stocksList = pendingStocks.map(s => `- ${s.stock_name} (${s.stock_code})`).join("\n");
 		const prompt = watchlistLogic._buildAiPrompt(cats.industries, cats.themes, stocksList, true);
 		const sessionId = `classify-batch-${randomUUID()}`;
 		const aiText = await watchlistLogic._callClassifierAi(rt, sessionId, prompt, resolveBatchClassificationTimeoutMs(pendingStocks.length));
@@ -256,7 +256,7 @@ export const watchlistLogic = {
 		} catch (e) {
 			logger.warn({
 				err: e instanceof Error ? e.message : String(e),
-				pendingCodes: pendingStocks.map(stock => stock.stockCode),
+				pendingCodes: pendingStocks.map(stock => stock.stock_code),
 				aiTextLength: aiText.length,
 				aiText
 			}, "[Watchlist] batch classification AI parse failed");
@@ -271,16 +271,16 @@ export const watchlistLogic = {
 		let parsedResults: { stock: typeof pendingStocks[number]; data: StockClassification }[];
 		try {
 			parsedResults = pendingStocks.map((stock, i) => {
-				const raw = parsedByCode.get(String(stock.stockCode)) || parsed[i];
+				const raw = parsedByCode.get(String(stock.stock_code)) || parsed[i];
 				return {
 					stock,
-					data: watchlistLogic._parseClassification(raw, cats, stock.stockName || stock.stockCode)
+					data: watchlistLogic._parseClassification(raw, cats, stock.stock_name || stock.stock_code)
 				};
 			});
 		} catch (e) {
 			logger.warn({
 				err: e instanceof Error ? e.message : String(e),
-				pendingCodes: pendingStocks.map(stock => stock.stockCode),
+				pendingCodes: pendingStocks.map(stock => stock.stock_code),
 				aiTextLength: aiText.length,
 				aiText
 			}, "[Watchlist] batch classification AI semantic parse failed");
@@ -293,7 +293,7 @@ export const watchlistLogic = {
 
 		const missing = stocks.find((_, i) => !results[i]);
 		if (missing) {
-			throw new Error(`行业/主题关系分析失败: ${missing.stockName || missing.stockCode}`);
+			throw new Error(`行业/主题关系分析失败: ${missing.stock_name || missing.stock_code}`);
 		}
 		return results as StockClassification[];
 	},
@@ -310,19 +310,19 @@ export const watchlistLogic = {
 		stocks.forEach((s, i) => {
 			const cached = options.forceRefresh
 				? undefined
-				: getCachedClassificationRow(db, s.stockCode, s.exchange);
-			if (cached && cached.industryJson) {
+				: getCachedClassificationRow(db, s.stock_code, s.exchange);
+			if (cached && cached.industry_classification) {
 				try {
 					results[i] = watchlistLogic._normalizeCachedClassification({
-						industry: JSON.parse(cached.industryJson),
-						theme: JSON.parse(cached.themeJson || '[]'),
+						industry: JSON.parse(cached.industry_classification),
+						theme: JSON.parse(cached.theme_classification || '[]'),
 						weight: 50
 					});
 				} catch (e) {
-					pendingStocks.push({ idx: i, name: s.stockName, code: s.stockCode, exchange: s.exchange });
+					pendingStocks.push({ idx: i, name: s.stock_name, code: s.stock_code, exchange: s.exchange });
 				}
 			} else {
-				pendingStocks.push({ idx: i, name: s.stockName, code: s.stockCode, exchange: s.exchange });
+				pendingStocks.push({ idx: i, name: s.stock_name, code: s.stock_code, exchange: s.exchange });
 			}
 		});
 		if (pendingStocks.length > 0) {
@@ -362,15 +362,15 @@ export const watchlistLogic = {
 		if (options.requireComplete) {
 			const missing = stocks.find((_, i) => !results[i]);
 			if (missing) {
-				throw new Error(`行业/主题关系分析失败: ${missing.stockName || missing.stockCode}`);
+				throw new Error(`行业/主题关系分析失败: ${missing.stock_name || missing.stock_code}`);
 			}
 		}
 		return results;
 	},
 
 	_getKnownCategories(db: any) {
-		const industries = db.prepare("SELECT name FROM watchlist_categories WHERE type = 'industry'").all() as any[];
-		const themes = db.prepare("SELECT name FROM watchlist_categories WHERE type = 'theme'").all() as any[];
+		const industries = db.prepare("SELECT name FROM industry_theme_categories WHERE type = 'industry'").all() as any[];
+		const themes = db.prepare("SELECT name FROM industry_theme_categories WHERE type = 'theme'").all() as any[];
 		return {
 			industries: industries.map(i => i.name),
 			themes: themes.map(t => t.name)
@@ -379,8 +379,8 @@ export const watchlistLogic = {
 
 	async _autoClassifyWithAI(
 		rt: PluginRuntime,
-		stockName: string,
-		stockCode: string,
+		stock_name: string,
+		stock_code: string,
 		exchange: string
 	): Promise<StockClassification | null> {
 		const db = getDB();
@@ -390,17 +390,17 @@ export const watchlistLogic = {
 			return null;
 		}
 
-		const prompt = watchlistLogic._buildAiPrompt(cats.industries, cats.themes, `${stockName} (${stockCode})`, false);
-		const aiText = await watchlistLogic._callClassifierAi(rt, `classify-${stockCode}`, prompt, SINGLE_CLASSIFICATION_TIMEOUT_MS);
+		const prompt = watchlistLogic._buildAiPrompt(cats.industries, cats.themes, `${stock_name} (${stock_code})`, false);
+		const aiText = await watchlistLogic._callClassifierAi(rt, `classify-${stock_code}`, prompt, SINGLE_CLASSIFICATION_TIMEOUT_MS);
 
 		try {
 			const parsed = extractJsonArray(aiText);
 			const raw = parsed[0];
 			if (raw) {
-				return watchlistLogic._parseClassification(raw, cats, stockName || stockCode);
+				return watchlistLogic._parseClassification(raw, cats, stock_name || stock_code);
 			}
 		} catch (e) {
-			logger.warn({ err: e instanceof Error ? e.message : String(e), stockCode, stockName }, "[Watchlist] AI 分类解析异常");
+			logger.warn({ err: e instanceof Error ? e.message : String(e), stock_code, stock_name }, "[Watchlist] AI 分类解析异常");
 		}
 		return null;
 	},
@@ -418,11 +418,14 @@ export const watchlistLogic = {
 				}
 			}
 		};
-		const prepared = await prepareSimpleCompletionModelForAgent({
+		const completionModelParams: Parameters<typeof prepareSimpleCompletionModelForAgent>[0] & {
+			allowBundledStaticCatalogFallback?: boolean;
+		} = {
 			cfg: embeddedCfg,
 			agentId: MAIN_AGENT_ID,
 			allowBundledStaticCatalogFallback: true
-		});
+		};
+		const prepared = await prepareSimpleCompletionModelForAgent(completionModelParams);
 		if ("error" in prepared) {
 			throw new Error(prepared.error);
 		}
@@ -472,12 +475,12 @@ export const watchlistLogic = {
 	},
 
 	_ensureCategory(db: any, name: string, type: 'industry' | 'theme', userId: string): string {
-		const existing = db.prepare("SELECT id FROM watchlist_categories WHERE userId = ? AND name = ? AND type = ?").get(userId, name, type) as { id: string } | undefined;
+		const existing = db.prepare("SELECT id FROM industry_theme_categories WHERE userId = ? AND name = ? AND type = ?").get(userId, name, type) as { id: string } | undefined;
 		if (existing) return existing.id;
-		const maxOrderRow = db.prepare("SELECT MAX(sortOrder) as max FROM watchlist_categories WHERE userId = ?").get(userId) as { max: number } | undefined;
+		const maxOrderRow = db.prepare("SELECT MAX(sortOrder) as max FROM industry_theme_categories WHERE userId = ?").get(userId) as { max: number } | undefined;
 		const nextOrder = (maxOrderRow?.max || 0) + 10;
 		const id = randomUUID();
-		db.prepare(`INSERT INTO watchlist_categories (id, userId, name, type, sortOrder, weight) VALUES (?, ?, ?, ?, ?, 0)`).run(id, userId, name, type, nextOrder);
+		db.prepare(`INSERT INTO industry_theme_categories (id, userId, name, type, sortOrder, weight) VALUES (?, ?, ?, ?, ?, 0)`).run(id, userId, name, type, nextOrder);
 		return id;
 	},
 

package/src/features/watchlist/schema.ts

@@ -1,4 +1,4 @@
-import { z } from "openclaw/plugin-sdk/zod";
+import { z } from "zod";
 
 export const GetWatchlistParamsSchema = z.object({
 	categoryId: z.string().optional().describe("分类 ID，不传返回所有"),
@@ -21,8 +21,8 @@ const ExchangeEnum = z.enum(["SSE", "SZSE", "NASDAQ", "NYSE", "AMEX", "HKEX"]);
 const MarketEnum = z.enum(["A_SHARE", "US_SHARE", "HK_SHARE", "FUTURES", "FUND", "OTHER"]);
 
 export const AddToWatchlistParamsSchema = z.object({
-	stockCode: z.string(),
-	stockName: z.string(),
+	stock_code: z.string(),
+	stock_name: z.string(),
 	exchange: ExchangeEnum,
 	market: MarketEnum
 });
@@ -37,15 +37,15 @@ export type BatchAddToWatchlistParams = z.infer<typeof BatchAddToWatchlistParams
 
 export const UpdateWatchlistItemSchema = z.object({
 	id: z.string(),
-	stockName: z.string().optional(),
+	stock_name: z.string().optional(),
 	sortOrder: z.number().optional()
 });
 export type UpdateWatchlistItemParams = z.infer<typeof UpdateWatchlistItemSchema>;
 
 export interface WatchlistRow {
 	id: string;
-	stockCode: string;
-	stockName: string;
+	stock_code: string;
+	stock_name: string;
 	exchange: string;
 	market?: string;
 	userId: string;
@@ -60,3 +60,8 @@ export interface CategoryRow {
 	type?: 'industry' | 'theme';
 	weight?: number;
 }
+
+export const GetIndustryListParamsSchema = z.object({
+	type: z.string().optional().describe("分类类型：industry 行业，theme 主题，空字符串或不传表示全部")
+});
+export type GetIndustryListParams = z.infer<typeof GetIndustryListParamsSchema>;