@openfinclaw/openfinclaw-strategy 2026.3.275 → 2026.3.310

package/src/scheduler/tools.ts

@@ -1,22 +1,26 @@
 /**
  * Scheduler tools registration.
- * Tools: strategy_daily_scan, strategy_scan_history
+ * Tools: strategy_daily_scan, strategy_price_monitor, strategy_scan_history, strategy_periodic_report
  */
 import { randomUUID } from "node:crypto";
 import type { DatabaseSync } from "node:sqlite";
 import { Type } from "@sinclair/typebox";
 import type { OpenClawPluginApi } from "openclaw/plugin-sdk/core";
+import { DataHubClient, guessMarket } from "../datahub/client.js";
 import {
+  countPriceAlertsSince,
+  countScanHistoryByTypeSince,
+  insertPriceAlert,
   insertScanHistory,
   queryBacktestResults,
   queryScanHistory,
   queryStrategies,
   updateScanHistory,
 } from "../db/repositories.js";
-import { DataHubClient } from "../datahub/client.js";
 import { withLogging } from "../middleware/with-logging.js";
 import type { UnifiedPluginConfig } from "../types.js";
 import type { AggregatedNewsProvider } from "./news-provider.js";
+import { formatPeriodicReportMarkdown } from "./periodic-report-builder.js";
 import { buildScanReport, formatScanReportMarkdown } from "./scan-report-builder.js";
 
 /** JSON tool result helper. */
@@ -191,6 +195,213 @@ export function registerSchedulerTools(
     { names: ["strategy_daily_scan"] },
   );
 
+  // ── strategy_price_monitor ──
+  api.registerTool(
+    {
+      name: "strategy_price_monitor",
+      label: "Strategy price monitor",
+      description:
+        "Check price moves for all symbols referenced by local strategies against a threshold. " +
+        "Persists alerts to SQLite. Intended for cron or manual runs.",
+      parameters: Type.Object({
+        threshold: Type.Optional(
+          Type.Number({ description: "Alert threshold in percent (default: plugin config)" }),
+        ),
+        strategyId: Type.Optional(
+          Type.String({ description: "Monitor symbols for one strategy only (default: all)" }),
+        ),
+      }),
+      execute: withLogging(
+        getDb,
+        "strategy_price_monitor",
+        "scheduler",
+        async (_toolCallId, params) => {
+          const scanId = randomUUID();
+          const now = new Date().toISOString();
+
+          insertScanHistory(getDb(), {
+            id: scanId,
+            scan_type: "price_monitor",
+            started_at: now,
+            status: "running",
+            strategies_scanned: 0,
+            news_found: 0,
+            actions_taken: 0,
+          });
+
+          try {
+            const db = getDb();
+            let strategies = queryStrategies(db);
+            if (params.strategyId) {
+              strategies = strategies.filter((s) => s.id === params.strategyId);
+            }
+            strategies = strategies.filter((s) => {
+              try {
+                const syms = JSON.parse(s.symbols ?? "[]");
+                return Array.isArray(syms) && syms.length > 0;
+              } catch {
+                return false;
+              }
+            });
+
+            if (!config.apiKey) {
+              updateScanHistory(getDb(), scanId, {
+                status: "failed",
+                completed_at: new Date().toISOString(),
+                summary: "API key not configured.",
+              });
+              return json({
+                success: false,
+                error: "API key not configured; price monitoring requires DataHub access.",
+              });
+            }
+
+            if (strategies.length === 0) {
+              updateScanHistory(getDb(), scanId, {
+                status: "completed",
+                completed_at: new Date().toISOString(),
+                strategies_scanned: 0,
+                summary: "No strategies with symbols.",
+              });
+              return {
+                content: [
+                  {
+                    type: "text" as const,
+                    text: "暂无包含标的的策略。请先配置策略 symbols 后再运行价格监控。",
+                  },
+                ],
+                details: { success: true, strategiesScanned: 0, alertCount: 0 },
+              };
+            }
+
+            const threshold =
+              params.threshold != null && Number.isFinite(Number(params.threshold))
+                ? Number(params.threshold)
+                : config.priceAlertThreshold;
+
+            type StratRef = { id: string; name: string };
+            const symbolToStrategies = new Map<string, StratRef[]>();
+            for (const s of strategies) {
+              try {
+                const syms = JSON.parse(s.symbols ?? "[]") as string[];
+                for (const sym of syms) {
+                  if (typeof sym !== "string" || !sym) continue;
+                  const list = symbolToStrategies.get(sym) ?? [];
+                  list.push({ id: s.id, name: s.name });
+                  symbolToStrategies.set(sym, list);
+                }
+              } catch {
+                /* skip */
+              }
+            }
+
+            const client = new DataHubClient(
+              config.datahubGatewayUrl,
+              config.apiKey,
+              config.requestTimeoutMs,
+            );
+
+            const alertLines: string[] = [];
+            const okLines: string[] = [];
+            let alertCount = 0;
+
+            for (const [symbol, strats] of symbolToStrategies) {
+              const market = guessMarket(symbol);
+              let pct: number | null = null;
+              let lastPrice = 0;
+              let prevPrice = 0;
+              try {
+                const ohlcv = await client.getOHLCV({ symbol, market, limit: 2 });
+                if (ohlcv.length >= 2) {
+                  prevPrice = ohlcv[ohlcv.length - 2]!.close;
+                  lastPrice = ohlcv[ohlcv.length - 1]!.close;
+                  if (prevPrice > 0) pct = ((lastPrice - prevPrice) / prevPrice) * 100;
+                }
+              } catch {
+                pct = null;
+              }
+
+              if (pct === null) {
+                okLines.push(`- ${symbol}: 无法获取 K 线（DataHub 或标的异常）`);
+                continue;
+              }
+
+              if (Math.abs(pct) >= threshold) {
+                for (const st of strats) {
+                  const alertId = randomUUID();
+                  const pctStr = `${pct >= 0 ? "+" : ""}${pct.toFixed(2)}%`;
+                  insertPriceAlert(getDb(), {
+                    id: alertId,
+                    strategy_id: st.id,
+                    symbol,
+                    alert_type: "threshold_breached",
+                    trigger_value: pct,
+                    threshold,
+                    message: `涨跌幅 ${pctStr} 超过阈值 ${threshold}%（策略: ${st.name}）`,
+                    created_at: new Date().toISOString(),
+                    acknowledged: 0,
+                  });
+                  alertCount += 1;
+                  alertLines.push(
+                    `- **${symbol}**: ${pctStr} (阈值 ${threshold}%) — 策略: ${st.name}\n  - 当前收盘: ${lastPrice.toFixed(6)}，上一根收盘: ${prevPrice.toFixed(6)}`,
+                  );
+                }
+              } else {
+                okLines.push(`- ${symbol}: ${pct >= 0 ? "+" : ""}${pct.toFixed(2)}%`);
+              }
+            }
+
+            const title = `## 价格监控报告 — ${now.slice(0, 16).replace("T", " ")}`;
+            const body: string[] = [title, ""];
+            if (alertLines.length > 0) {
+              body.push("### 告警");
+              body.push(...alertLines);
+              body.push("");
+            } else {
+              body.push("### 告警");
+              body.push("（本窗口无触及阈值的标的）");
+              body.push("");
+            }
+            body.push("### 正常 / 其他");
+            body.push(...okLines);
+
+            const markdown = body.join("\n");
+
+            updateScanHistory(getDb(), scanId, {
+              status: "completed",
+              completed_at: new Date().toISOString(),
+              strategies_scanned: strategies.length,
+              actions_taken: alertCount,
+              summary: `Price monitor: ${alertCount} alert(s), ${symbolToStrategies.size} symbol(s).`,
+            });
+
+            return {
+              content: [{ type: "text" as const, text: markdown }],
+              details: {
+                success: true,
+                alertCount,
+                symbolsChecked: symbolToStrategies.size,
+                strategiesScanned: strategies.length,
+                threshold,
+              },
+            };
+          } catch (err) {
+            updateScanHistory(getDb(), scanId, {
+              status: "failed",
+              completed_at: new Date().toISOString(),
+              summary: `Price monitor failed: ${err instanceof Error ? err.message : String(err)}`,
+            });
+            return json({
+              success: false,
+              error: err instanceof Error ? err.message : String(err),
+            });
+          }
+        },
+      ),
+    },
+    { names: ["strategy_price_monitor"] },
+  );
+
   // ── strategy_scan_history ──
   api.registerTool(
     {
@@ -200,57 +411,166 @@ export function registerSchedulerTools(
       parameters: Type.Object({
         scanType: Type.Optional(
           Type.String({
-            description:
-              "Filter by type: daily_scan, price_monitor, weekly_report, monthly_report",
+            description: "Filter by type: daily_scan, price_monitor, weekly_report, monthly_report",
           }),
         ),
         limit: Type.Optional(Type.Number({ description: "Max results (default 10)" })),
       }),
-      execute: withLogging(getDb, "strategy_scan_history", "scheduler", async (_toolCallId, params) => {
-        try {
-          const db = getDb();
-          const entries = queryScanHistory(db, {
-            scanType: params.scanType ? String(params.scanType) : undefined,
-            limit: Number(params.limit) || 10,
-          });
+      execute: withLogging(
+        getDb,
+        "strategy_scan_history",
+        "scheduler",
+        async (_toolCallId, params) => {
+          try {
+            const db = getDb();
+            const entries = queryScanHistory(db, {
+              scanType: params.scanType ? String(params.scanType) : undefined,
+              limit: Number(params.limit) || 10,
+            });
+
+            if (entries.length === 0) {
+              return {
+                content: [
+                  {
+                    type: "text" as const,
+                    text: "暂无扫描记录。调用 strategy_daily_scan 执行首次扫描。",
+                  },
+                ],
+                details: { success: true, entries: [] },
+              };
+            }
+
+            const lines: string[] = [];
+            lines.push(`## 扫描历史 (最近 ${entries.length} 条)`);
+            lines.push("");
+
+            for (const e of entries) {
+              const date = e.started_at.slice(0, 16).replace("T", " ");
+              const status =
+                e.status === "completed" ? "OK" : e.status === "failed" ? "FAIL" : "...";
+              lines.push(
+                `- [${status}] ${date} | ${e.scan_type} | 策略: ${e.strategies_scanned} | 新闻: ${e.news_found}`,
+              );
+              if (e.summary) lines.push(`  ${e.summary}`);
+            }
 
-          if (entries.length === 0) {
             return {
-              content: [
-                {
-                  type: "text" as const,
-                  text: "暂无扫描记录。调用 strategy_daily_scan 执行首次扫描。",
-                },
-              ],
-              details: { success: true, entries: [] },
+              content: [{ type: "text" as const, text: lines.join("\n") }],
+              details: { success: true, entries },
             };
+          } catch (err) {
+            return json({
+              success: false,
+              error: err instanceof Error ? err.message : String(err),
+            });
           }
+        },
+      ),
+    },
+    { names: ["strategy_scan_history"] },
+  );
 
-          const lines: string[] = [];
-          lines.push(`## 扫描历史 (最近 ${entries.length} 条)`);
-          lines.push("");
+  // ── strategy_periodic_report ──
+  api.registerTool(
+    {
+      name: "strategy_periodic_report",
+      label: "Strategy periodic report",
+      description:
+        "Build a weekly (7-day rolling) or monthly (30-day rolling) Markdown report: " +
+        "backtest ranking snapshot, scan_history counts by type, and price alert count.",
+      parameters: Type.Object({
+        period: Type.String({
+          enum: ["weekly", "monthly"],
+          description: "weekly = past 7×24h from now; monthly = past 30×24h from now (rolling)",
+        }),
+      }),
+      execute: withLogging(
+        getDb,
+        "strategy_periodic_report",
+        "scheduler",
+        async (_toolCallId, params) => {
+          const period = params.period === "monthly" ? "monthly" : "weekly";
+          const scanId = randomUUID();
+          const now = new Date();
+          const start = new Date(now.getTime());
+          const days = period === "weekly" ? 7 : 30;
+          start.setTime(now.getTime() - days * 24 * 60 * 60 * 1000);
+          const startIso = start.toISOString();
+          const endIso = now.toISOString();
+          const scanType = period === "weekly" ? "weekly_report" : "monthly_report";
 
-          for (const e of entries) {
-            const date = e.started_at.slice(0, 16).replace("T", " ");
-            const status = e.status === "completed" ? "OK" : e.status === "failed" ? "FAIL" : "...";
-            lines.push(
-              `- [${status}] ${date} | ${e.scan_type} | 策略: ${e.strategies_scanned} | 新闻: ${e.news_found}`,
-            );
-            if (e.summary) lines.push(`  ${e.summary}`);
-          }
+          try {
+            const db = getDb();
+            // Stats before persisting this run's scan_history row so the report does not count itself.
+            const scanCounts = countScanHistoryByTypeSince(db, startIso);
+            const priceAlertCount = countPriceAlertsSince(db, startIso);
+            const strategies = queryStrategies(db);
 
-          return {
-            content: [{ type: "text" as const, text: lines.join("\n") }],
-            details: { success: true, entries },
-          };
-        } catch (err) {
-          return json({
-            success: false,
-            error: err instanceof Error ? err.message : String(err),
-          });
-        }
-      }),
+            const rankRows = strategies.map((s) => {
+              const bts = queryBacktestResults(db, s.id);
+              const latest = bts[0];
+              return {
+                strategyId: s.id,
+                strategyName: s.name,
+                totalReturn: latest?.total_return ?? null,
+                sharpe: latest?.sharpe ?? null,
+                maxDrawdown: latest?.max_drawdown ?? null,
+              };
+            });
+
+            const markdown = formatPeriodicReportMarkdown({
+              period,
+              windowStartIso: startIso,
+              windowEndIso: endIso,
+              scanCountsByType: scanCounts,
+              priceAlertCount,
+              rankRows,
+            });
+
+            const completedAt = new Date().toISOString();
+            insertScanHistory(getDb(), {
+              id: scanId,
+              scan_type: scanType,
+              started_at: endIso,
+              completed_at: completedAt,
+              status: "completed",
+              strategies_scanned: strategies.length,
+              news_found: 0,
+              actions_taken: 0,
+              summary: `${period} report: ${strategies.length} strategies, ${priceAlertCount} alerts in window.`,
+            });
+
+            return {
+              content: [{ type: "text" as const, text: markdown }],
+              details: {
+                success: true,
+                period,
+                windowStartIso: startIso,
+                windowEndIso: endIso,
+                strategyCount: strategies.length,
+                priceAlertCount,
+              },
+            };
+          } catch (err) {
+            insertScanHistory(getDb(), {
+              id: scanId,
+              scan_type: scanType,
+              started_at: endIso,
+              completed_at: new Date().toISOString(),
+              status: "failed",
+              strategies_scanned: 0,
+              news_found: 0,
+              actions_taken: 0,
+              summary: `Periodic report failed: ${err instanceof Error ? err.message : String(err)}`,
+            });
+            return json({
+              success: false,
+              error: err instanceof Error ? err.message : String(err),
+            });
+          }
+        },
+      ),
     },
-    { names: ["strategy_scan_history"] },
+    { names: ["strategy_periodic_report"] },
   );
 }