@v587d/capital-generation 2.12.0 → 2.13.0

package/automation/scheduler.js

@@ -0,0 +1,495 @@
+/**
+ * Capital-owned scheduler. One process per profile wins the filesystem lease; the tick reads
+ * configuration, computes the latest due occurrence, claims it, and hands one fresh session to
+ * the runner. It never waits for a model turn and never reads market data.
+ */
+import { DEFAULT_CATCH_UP_MS, DEFAULT_OWNER_LEASE_MS } from './defaults.js'
+import { createOwnerLease } from './owner.js'
+import { sanitizeMessage } from './redact.js'
+import { formatInZone, occurrenceKeyOf, previousOccurrenceAtOrBefore, scheduleVersionOf } from './time.js'
+
+function iso(now) {
+  return new Date(now).toISOString()
+}
+
+export function createScheduler(options) {
+  const {
+    store,
+    runner,
+    owner,
+    calendar,
+    profile,
+    getSettings,
+    now = () => Date.now(),
+    logger,
+    random,
+  } = options
+  const ownerId = owner?.ownerId ?? `owner-${process.pid}-${Math.random().toString(36).slice(2, 8)}`
+  const lease = options.lease ?? owner?.lease ?? createOwnerLease({
+    directory: profile.ownerDir,
+    profileKey: store.profileKey,
+    ownerId,
+    leaseMs: DEFAULT_OWNER_LEASE_MS,
+    now,
+    random,
+  })
+  const state = {
+    state: 'starting',
+    ownerId,
+    fencingToken: undefined,
+    leaseExpiresAt: null,
+    heartbeatAt: null,
+    storageError: null,
+    recoveredRuns: 0,
+    lastTickAt: null,
+    lastError: null,
+  }
+  let timer
+  let heartbeatTimer
+  let currentTickMs
+  let stopped = false
+  let tickInFlight
+  let stopPromise
+  let manualAdmission = Promise.resolve()
+  let recovered = false
+  let lastStandbyNoticeAt = 0
+
+  function settings() {
+    return getSettings()
+  }
+
+  async function ownerIsCurrent() {
+    if (lease.held !== true) return false
+    if (typeof lease.isCurrent === 'function') {
+      try {
+        return await lease.isCurrent()
+      } catch {
+        return false
+      }
+    }
+    return lease.fencingToken !== undefined
+  }
+
+  async function requireCurrentOwner() {
+    if (await ownerIsCurrent()) return true
+    await standby('调度租约已失效：本进程不再投递新运行。')
+    return false
+  }
+
+  async function publishOwner() {
+    const at = now()
+    const record = {
+      schemaVersion: 1,
+      profileKey: store.profileKey,
+      ownerId,
+      fencingToken: lease.fencingToken ?? ownerId,
+      leaseExpiresAt: iso(at + (settings().ownerLeaseMs ?? DEFAULT_OWNER_LEASE_MS)),
+      heartbeatAt: iso(at),
+      schedulerState: state.state === 'active' ? 'active' : 'standby',
+      updatedAt: iso(at),
+    }
+    state.fencingToken = record.fencingToken
+    state.leaseExpiresAt = record.leaseExpiresAt
+    state.heartbeatAt = record.heartbeatAt
+    await store.setOwnerMeta(record).catch((error) => {
+      state.storageError = String(error)
+    })
+  }
+
+  async function standby(message) {
+    if (state.state !== 'standby') logger?.warn?.(`capital-automation: ${message}`)
+    state.state = 'standby'
+    state.leaseExpiresAt = null
+    const at = now()
+    if (at - lastStandbyNoticeAt < 10 * 60_000) return
+    lastStandbyNoticeAt = at
+    if (settings().inAppNotifications !== true) return
+    await store.addNotification({
+      kind: 'scheduler_standby',
+      title: '调度器未取得运行权',
+      message: message.slice(0, 500),
+    }).catch(() => {})
+  }
+
+  async function tryAcquire() {
+    if (lease.held) {
+      const renewed = await lease.renew()
+      if (!renewed) {
+        await standby('调度租约已失效：本进程不再投递新运行。')
+        return false
+      }
+    } else {
+      const acquired = await lease.acquire()
+      if (!acquired) {
+        await standby('另一个进程持有当前 profile 的调度租约；本页面只读，不投递运行。')
+        return false
+      }
+    }
+    if (!(await ownerIsCurrent())) {
+      await standby('调度租约未通过当前 owner/token 校验，本进程不再投递新运行。')
+      return false
+    }
+    state.state = 'active'
+    startHeartbeat()
+    await publishOwner()
+    if (!(await ownerIsCurrent())) {
+      await standby('调度租约在状态发布期间已被接管，本进程不再投递新运行。')
+      return false
+    }
+    if (!recovered) {
+      recovered = true
+      try {
+        state.recoveredRuns = await store.recoverNonTerminalRuns()
+        if (state.recoveredRuns > 0) logger?.warn?.(`capital-automation: ${state.recoveredRuns} 个上次进程的运行已标记 unknown_after_restart`)
+      } catch (error) {
+        state.lastError = String(error)
+      }
+    }
+    return true
+  }
+
+  async function createSkipped(task, occurrenceKey, status, scheduledFor, error) {
+    const run = await store.createRun({
+      taskId: task.id,
+      taskTitle: task.title,
+      trigger: 'scheduled',
+      occurrenceKey,
+      ...(scheduledFor === undefined ? {} : { scheduledFor }),
+      status,
+    })
+    await store.updateRun(run.id, {
+      status,
+      finishedAt: iso(now()),
+      durationMs: 0,
+      ...(error === undefined ? {} : { errors: [error] }),
+    }).catch(() => {})
+    await store.setLastHandled(task.id, occurrenceKey, scheduledFor)
+    if (status === 'skipped_calendar_unavailable' && settings().inAppNotifications === true && task.notifications.inApp === true) {
+      await store.addNotification({
+        kind: 'calendar_unavailable',
+        title: `交易日历不可用：${task.title}`.slice(0, 120),
+        message: '任务已按 fail-closed 跳过；请更新交易日历表后再启用。',
+        runId: run.id,
+        taskId: task.id,
+      }).catch(() => {})
+    }
+    return run
+  }
+
+  async function dueForTask(task) {
+    if (!(await requireCurrentOwner())) return
+    const latest = previousOccurrenceAtOrBefore(task.trigger, now(), { calendar })
+    if (latest.kind === 'none') return
+    if (latest.kind === 'calendar_unavailable') {
+      const key = `${store.profileKey}:calendar:${latest.localDate}`
+      if (task.lastHandledOccurrenceKey === key) return
+      await createSkipped(task, key, 'skipped_calendar_unavailable', undefined, {
+        at: iso(now()),
+        phase: 'schedule',
+        severity: 'warning',
+        code: 'calendar_unavailable',
+        message: `交易日历不可用（${latest.localDate}）：按 fail-closed 跳过，不按周一至周五猜测运行。`,
+      })
+      return
+    }
+    const key = occurrenceKeyOf(store.profileKey, task.id, latest.scheduleVersion, latest.scheduledFor)
+    if (task.lastHandledOccurrenceKey === key) return
+    // A clock rollback must not re-run a claimed instant: compare the high-water mark, not just keys.
+    if (task.lastScheduledFor !== undefined && latest.instant <= Date.parse(task.lastScheduledFor)) return
+    const anchor = Date.parse(task.scheduleAnchorAt)
+    if (Number.isFinite(anchor) && latest.instant < anchor) {
+      await store.setLastHandled(task.id, key, latest.scheduledFor)
+      return
+    }
+    const catchUpMs = settings().catchUpMs ?? DEFAULT_CATCH_UP_MS
+    if (now() - latest.instant > catchUpMs) {
+      await createSkipped(task, key, 'missed', latest.scheduledFor, {
+        at: iso(now()),
+        phase: 'schedule',
+        severity: 'warning',
+        code: 'missed_occurrence',
+        message: '进程未在计划时刻运行；按设计不补跑，可在页面手动发起一次新运行。',
+      })
+      return
+    }
+    if (await store.activeRunForTask(task.id) !== undefined) {
+      await createSkipped(task, key, 'skipped_overlap', latest.scheduledFor)
+      return
+    }
+    if (runner.canDispatch?.() === false) {
+      await createSkipped(task, key, 'skipped_overlap', latest.scheduledFor)
+      return
+    }
+    if (await store.hasAttempt(key)) {
+      await store.setLastHandled(task.id, key, latest.scheduledFor)
+      return
+    }
+    const run = await store.createRun({
+      taskId: task.id,
+      taskTitle: task.title,
+      trigger: 'scheduled',
+      occurrenceKey: key,
+      scheduleVersion: latest.scheduleVersion,
+      scheduledFor: latest.scheduledFor,
+      status: 'queued',
+    })
+    if (!(await requireCurrentOwner())) {
+      await store.updateRun(run.id, {
+        status: 'unknown_after_restart',
+        finishedAt: iso(now()),
+        durationMs: 0,
+        errors: [{
+          at: iso(now()),
+          phase: 'schedule',
+          severity: 'warning',
+          code: 'owner_lost_before_dispatch',
+          message: '调度租约在投递前失效；本次运行未自动重试。',
+        }],
+      }).catch(() => {})
+      await store.setLastHandled(task.id, key, latest.scheduledFor).catch(() => {})
+      return
+    }
+    const claimed = await store.claimOccurrence({ taskId: task.id, runId: run.id, occurrenceKey: key })
+    if (!claimed) {
+      await store.updateRun(run.id, { status: 'skipped_overlap', finishedAt: iso(now()), durationMs: 0 })
+      await store.setLastHandled(task.id, key, latest.scheduledFor)
+      return
+    }
+    if (!(await requireCurrentOwner())) {
+      await store.setAttemptState(key, 'unknown').catch(() => {})
+      await store.updateRun(run.id, {
+        status: 'unknown_after_restart',
+        finishedAt: iso(now()),
+        durationMs: 0,
+        errors: [{
+          at: iso(now()),
+          phase: 'schedule',
+          severity: 'warning',
+          code: 'owner_lost_before_dispatch',
+          message: '调度租约在投递前失效；本次运行未自动重试。',
+        }],
+      }).catch(() => {})
+      return
+    }
+    await store.setLastHandled(task.id, key, latest.scheduledFor)
+    if (runner.canDispatch?.() === false) {
+      await store.setAttemptState(key, 'unknown').catch(() => {})
+      await store.updateRun(run.id, {
+        status: 'skipped_overlap',
+        finishedAt: iso(now()),
+        durationMs: Math.max(0, now() - Date.parse(run.queuedAt)),
+      }).catch(() => {})
+      return
+    }
+    void Promise.resolve().then(() => runner.dispatch(run, task, 'scheduled')).catch((error) => {
+      logger?.warn?.(`capital-automation: scheduled dispatch failed: ${String(error)}`)
+    })
+  }
+
+  async function tick() {
+    if (stopped) return
+    if (tickInFlight !== undefined) return tickInFlight
+    tickInFlight = (async () => {
+      try {
+        if (!(await tryAcquire())) return
+        if (timer !== undefined && currentTickMs !== Math.max(30_000, settings().tickMs)) armTick()
+        state.lastTickAt = iso(now())
+        const tasks = await store.listTasks()
+        for (const task of tasks) {
+          if (stopped) return
+          if (task.state !== 'active') continue
+          await dueForTask(task)
+        }
+      } catch (error) {
+        state.lastError = String(error)
+        logger?.warn?.(`capital-automation: tick 失败：${String(error)}`)
+      } finally {
+        tickInFlight = undefined
+      }
+    })()
+    return tickInFlight
+  }
+
+  function armTick() {
+    if (timer !== undefined) clearInterval(timer)
+    currentTickMs = Math.max(30_000, settings().tickMs)
+    timer = setInterval(() => { void tick() }, currentTickMs)
+    timer.unref?.()
+  }
+
+  async function start() {
+    if (stopped) return
+    await tick()
+    if (stopped) return
+    armTick()
+    startHeartbeat()
+  }
+
+  /**
+   * The tick may be delayed by a long model-independent storage write; renew the lease on its
+   * own clock so another process cannot legitimately take over between ticks.
+   */
+  function startHeartbeat() {
+    if (heartbeatTimer !== undefined || stopped) return
+    const heartbeatMs = Math.max(15_000, Math.min(settings().tickMs, DEFAULT_OWNER_LEASE_MS / 3))
+    heartbeatTimer = setInterval(() => {
+      if (stopped || state.state !== 'active') return
+      void lease.renew().then(async (renewed) => {
+        if (renewed && await ownerIsCurrent()) {
+          await publishOwner()
+          return
+        }
+        await standby('调度租约已失效：本进程不再投递新运行。')
+      }).catch(() => {})
+    }, heartbeatMs)
+    heartbeatTimer.unref?.()
+  }
+
+  async function stopInternal() {
+    stopped = true
+    if (timer !== undefined) clearInterval(timer)
+    if (heartbeatTimer !== undefined) clearInterval(heartbeatTimer)
+    timer = undefined
+    heartbeatTimer = undefined
+    currentTickMs = undefined
+    await manualAdmission.catch(() => {})
+    await tickInFlight?.catch(() => {})
+    if (lease.held && await ownerIsCurrent()) {
+      await store.setOwnerMeta({
+        schemaVersion: 1,
+        profileKey: store.profileKey,
+        ownerId,
+        fencingToken: lease.fencingToken ?? ownerId,
+        leaseExpiresAt: iso(now()),
+        heartbeatAt: iso(now()),
+        schedulerState: 'standby',
+        updatedAt: iso(now()),
+      }).catch(() => {})
+    }
+    await lease.release().catch(() => {})
+    state.state = 'stopped'
+  }
+
+  function stop() {
+    if (stopPromise !== undefined) return stopPromise
+    stopPromise = stopInternal()
+    return stopPromise
+  }
+
+  /** Manual runs require the same owner as scheduled ones; standby never bypasses it. */
+  async function runNowInternal(task) {
+    if (stopped) return { ok: false, code: 'scheduler_unavailable', message: '调度器已停止。' }
+    if (state.state !== 'active') {
+      const acquired = await tryAcquire()
+      if (!acquired || state.state !== 'active') {
+        return { ok: false, code: 'scheduler_unavailable', message: '调度器未取得运行权，无法手动运行。' }
+      }
+    }
+    if (!(await requireCurrentOwner())) {
+      return { ok: false, code: 'scheduler_unavailable', message: '调度器未取得当前运行权，无法手动运行。' }
+    }
+    const active = await store.activeRunForTask(task.id)
+    if (active !== undefined) {
+      return { ok: false, code: 'run_in_progress', message: '该任务仍在运行，请先取消或等待终态。', runId: active.id }
+    }
+    if (runner.canDispatch?.() === false) {
+      return { ok: false, code: 'run_capacity', message: '当前 profile 已达到自动化并发上限，请等待已有运行结束。' }
+    }
+    const runId = `run_${Date.now().toString(36)}_${Math.random().toString(36).slice(2, 10)}`
+    const run = await store.createRun({
+      id: runId,
+      taskId: task.id,
+      taskTitle: task.title,
+      trigger: 'manual',
+      occurrenceKey: `${store.profileKey}:manual:${runId}`,
+      status: 'queued',
+    })
+    if (!(await requireCurrentOwner())) {
+      await store.updateRun(run.id, {
+        status: 'unknown_after_restart',
+        finishedAt: iso(now()),
+        durationMs: 0,
+        errors: [{
+          at: iso(now()),
+          phase: 'schedule',
+          severity: 'warning',
+          code: 'owner_lost_before_dispatch',
+          message: '调度租约在投递前失效；本次运行未自动重试。',
+        }],
+      }).catch(() => {})
+      return { ok: false, code: 'scheduler_unavailable', message: '调度器未取得当前运行权，无法手动运行。', runId: run.id }
+    }
+    const claimed = await store.claimOccurrence({ taskId: task.id, runId: run.id, occurrenceKey: run.occurrenceKey })
+    if (!claimed) {
+      await store.updateRun(run.id, { status: 'skipped_overlap', finishedAt: iso(now()), durationMs: 0 }).catch(() => {})
+      return { ok: false, code: 'duplicate_run', message: '这次手动运行已经被登记。', runId: run.id }
+    }
+    if (!(await requireCurrentOwner())) {
+      await store.setAttemptState(run.occurrenceKey, 'unknown').catch(() => {})
+      await store.updateRun(run.id, {
+        status: 'unknown_after_restart',
+        finishedAt: iso(now()),
+        durationMs: 0,
+        errors: [{
+          at: iso(now()),
+          phase: 'schedule',
+          severity: 'warning',
+          code: 'owner_lost_before_dispatch',
+          message: '调度租约在投递前失效；本次运行未自动重试。',
+        }],
+      }).catch(() => {})
+      return { ok: false, code: 'scheduler_unavailable', message: '调度器未取得当前运行权，无法手动运行。', runId: run.id }
+    }
+    if (runner.canDispatch?.() === false) {
+      await store.setAttemptState(run.occurrenceKey, 'unknown').catch(() => {})
+      await store.updateRun(run.id, {
+        status: 'skipped_overlap',
+        finishedAt: iso(now()),
+        durationMs: Math.max(0, now() - Date.parse(run.queuedAt)),
+      }).catch(() => {})
+      return { ok: false, code: 'run_capacity', message: '当前 profile 已达到自动化并发上限，请等待已有运行结束。', runId: run.id }
+    }
+    void Promise.resolve().then(() => runner.dispatch(run, task, 'manual')).catch((error) => {
+      logger?.warn?.(`capital-automation: manual dispatch failed: ${String(error)}`)
+    })
+    return { ok: true, run }
+  }
+
+  function runNow(task) {
+    const next = manualAdmission.then(() => runNowInternal(task), () => runNowInternal(task))
+    manualAdmission = next.then(() => {}, () => {})
+    return next
+  }
+
+  function status() {
+    return {
+      state: state.state,
+      profileKey: store.profileKey,
+      leaseExpiresAt: state.leaseExpiresAt,
+      heartbeatAt: state.heartbeatAt,
+      held: lease.held,
+      tickMs: settings().tickMs,
+      recoveredRuns: state.recoveredRuns,
+      lastTickAt: state.lastTickAt,
+      storageError: state.storageError === null ? null : sanitizeMessage(state.storageError),
+      lastError: state.lastError === null ? null : sanitizeMessage(state.lastError),
+      calendar: calendar?.status?.(new Date(now())) ?? { available: false, source: 'none' },
+    }
+  }
+
+  return {
+    start,
+    stop,
+    tick,
+    runNow,
+    status,
+    ownerId,
+    lease,
+    /** Next occurrence for display; the scheduler itself works from the previous occurrence. */
+    displayNext(task) {
+      return previousOccurrenceAtOrBefore(task.trigger, now(), { calendar })
+    },
+    formatInZone,
+    scheduleVersionOf,
+  }
+}