echopai 2.0.0 → 2.2.0

package/README.md

@@ -125,13 +125,16 @@ Available MCP tools (subset shown to LLM depends on token scopes):
 | `digest` | One-shot research digest: 5 buckets in one call | `digest.get` + fan-out fallback |
 | `quote` | Real-time quote for 1-200 codes | `quote` |
 | `views` | **PRIMARY** research source (analyst views w/ entity attribution) | `views.recent` |
-| `research` | Research-entity performance (hit rate / coverage) | `research.entity-performance-list` |
 | `news` | **SUPPLEMENTARY** news / market briefs | `news.search` / `news.feed` |
 | `sentiment` | Aggregate market sentiment | `sentiment.overview` |
 | `hot` | Today's hot-stock leaderboard | `stocks.hot` |
 | `chart` | Single-security K-line (daily / minute) | `bars.daily` / `bars.minute` |
 | `bars_batch` | Batch K-line (≤100 codes × 1yr daily; ≤20 × 7d minute) | `bars.daily-batch` / `bars.minute-batch` |
 | `scan` | Full-market quote snapshot (~5800 securities) | `quote.scan` |
+| `financials_quote_snapshot` | **Headline** valuation snapshot (PE / PB / PS / 换手率 / 股息率 / 量比 14 fields, TDX + Sina 自算) | `financials.quote-snapshot` |
+| `financials_pit` | Point-in-time financial indicators at a given trade_date (anti-future-fn for backtests) | `financials.pit` |
+| `financials_reports` | Last N report-period snapshots (~25 fields × period, filter by Q1/H1/Q3/annual) | `financials.reports` |
+| `financials_series` | Time series of a single financial metric across report periods | `financials.series` |
 
 The agent should prefer `views` over `news` when forming an investment
 opinion (views carries research-entity attribution; news is breadth-only).
@@ -159,6 +162,15 @@ echopai raw views feed --since-days 7 --all | jq '.title'
 
 # One-shot research digest (server-side composite, 5 buckets, partial-failure tolerant)
 echopai digest --code SSE:600519
+
+# Headline valuation snapshot: 14 fields (PE / PB / PS / 换手率 / 股息率 / 量比 ...)
+echopai financials quote-snapshot --code SSE:600519
+echopai financials quote-snapshot --code SSE:600519 --date 2026-05-13  # historical
+
+# Deeper fundamentals
+echopai financials pit     --code SSE:600519 --date 2024-11-01
+echopai financials reports --code SSE:600519 --kind annual --limit 5
+echopai financials series  --code SSE:600519 --metric roe_simple
 ```
 
 ## Output formats

package/dist/_generated/commands.js

@@ -83,22 +83,6 @@ export function buildCommandTree(program, dispatch) {
             attachOperation(cmd, OPERATIONS["auth.whoami"], dispatch);
         }
     }
-    {
-        const noun = program.command("backtest");
-        noun.description("backtest commands");
-        {
-            const cmd = noun.command("excess-distribution");
-            attachOperation(cmd, OPERATIONS["backtest.excess-distribution"], dispatch);
-        }
-        {
-            const cmd = noun.command("rolling-win-rate");
-            attachOperation(cmd, OPERATIONS["backtest.rolling-win-rate"], dispatch);
-        }
-        {
-            const cmd = noun.command("summary");
-            attachOperation(cmd, OPERATIONS["backtest.summary"], dispatch);
-        }
-    }
     {
         const noun = program.command("bars");
         noun.description("bars commands");
@@ -127,6 +111,42 @@ export function buildCommandTree(program, dispatch) {
             attachOperation(cmd, OPERATIONS["digest.get"], dispatch);
         }
     }
+    {
+        const noun = program.command("financials");
+        noun.description("financials commands");
+        {
+            const cmd = noun.command("pit");
+            attachOperation(cmd, OPERATIONS["financials.pit"], dispatch);
+        }
+        {
+            const cmd = noun.command("quote-snapshot");
+            attachOperation(cmd, OPERATIONS["financials.quote-snapshot"], dispatch);
+        }
+        {
+            const cmd = noun.command("reports");
+            attachOperation(cmd, OPERATIONS["financials.reports"], dispatch);
+        }
+        {
+            const cmd = noun.command("series");
+            attachOperation(cmd, OPERATIONS["financials.series"], dispatch);
+        }
+    }
+    {
+        const noun = program.command("index");
+        noun.description("index commands");
+        {
+            const cmd = noun.command("daily-bars");
+            attachOperation(cmd, OPERATIONS["index.daily-bars"], dispatch);
+        }
+        {
+            const cmd = noun.command("minute-bars");
+            attachOperation(cmd, OPERATIONS["index.minute-bars"], dispatch);
+        }
+        {
+            const cmd = noun.command("snapshot");
+            attachOperation(cmd, OPERATIONS["index.snapshot"], dispatch);
+        }
+    }
     {
         const noun = program.command("market");
         noun.description("market commands");
@@ -154,10 +174,6 @@ export function buildCommandTree(program, dispatch) {
             const cmd = noun.command("search");
             attachOperation(cmd, OPERATIONS["news.search"], dispatch);
         }
-        {
-            const cmd = noun.command("sources");
-            attachOperation(cmd, OPERATIONS["news.sources"], dispatch);
-        }
     }
     {
         const noun = program.command("payment");
@@ -180,15 +196,19 @@ export function buildCommandTree(program, dispatch) {
         }
     }
     {
-        const noun = program.command("research");
-        noun.description("research commands");
+        const noun = program.command("search");
+        noun.description("search commands");
         {
-            const cmd = noun.command("entity-performance");
-            attachOperation(cmd, OPERATIONS["research.entity-performance"], dispatch);
+            const cmd = noun.command("semantic");
+            attachOperation(cmd, OPERATIONS["search.semantic"], dispatch);
         }
+    }
+    {
+        const noun = program.command("securities");
+        noun.description("securities commands");
         {
-            const cmd = noun.command("entity-performance-list");
-            attachOperation(cmd, OPERATIONS["research.entity-performance-list"], dispatch);
+            const cmd = noun.command("industry");
+            attachOperation(cmd, OPERATIONS["securities.industry"], dispatch);
         }
     }
     {
@@ -219,18 +239,6 @@ export function buildCommandTree(program, dispatch) {
             attachOperation(cmd, OPERATIONS["sentiment.turnover"], dispatch);
         }
     }
-    {
-        const noun = program.command("signals");
-        noun.description("signals commands");
-        {
-            const cmd = noun.command("outcome");
-            attachOperation(cmd, OPERATIONS["signals.outcome"], dispatch);
-        }
-        {
-            const cmd = noun.command("outcomes");
-            attachOperation(cmd, OPERATIONS["signals.outcomes"], dispatch);
-        }
-    }
     {
         const noun = program.command("squawk");
         noun.description("squawk commands");

package/dist/_generated/help.js

@@ -22,21 +22,6 @@ export const HELP = {
         "description": "Returns the calling token's kind, scopes, audience, app metadata,\nrate_limit, allowed_clients, agent_budget (if kind=agent), api_version,\nfeature_flags. Any valid JWT can call — no specific scope required.\n\nCLI/MCP call this once at startup, cache 5 minutes in-process, and use\nthe response to derive `verbs.available` (intersection of curated verb\nscopes with token scopes) and to populate `echopai doctor` checks.\n\nSee `docs/PLAN_CLI_V2_AGENT_SURFACE.md` §5.1.\n",
         "example": "echopai auth whoami"
     },
-    "backtest.excess-distribution": {
-        "summary": "Excess-return distribution over a benchmark",
-        "description": "信号相对基准（沪深 300 / 中证 1000 等）持有期超额收益的直方分布。",
-        "example": "echopai backtest excess-distribution"
-    },
-    "backtest.rolling-win-rate": {
-        "summary": "Rolling win rate of a signal series",
-        "description": "信号在滚动窗口（默认 60 个交易日）内的胜率时间序列。",
-        "example": "echopai backtest rolling-win-rate"
-    },
-    "backtest.summary": {
-        "summary": "Backtest summary metrics for a signal series",
-        "description": "信号回测汇总：胜率、平均超额收益、Sharpe-like 评分、最大回撤等。",
-        "example": "echopai backtest summary"
-    },
     "bars.daily": {
         "summary": "Daily OHLC bars for one A-share security",
         "description": "Daily OHLC bars for one A-share security over a date range. Returns open / high / low / close / volume / turnover per trading day. Requires `bars:30d` (last 30 trading days) or `bars:full` (full history) scope.",
@@ -59,9 +44,44 @@ export const HELP = {
     },
     "digest.get": {
         "summary": "One-shot research digest for a single security (composite)",
-        "description": "Composite endpoint: in one HTTP call returns views (PRIMARY research),\nresearch-entity performance (quality layer), real-time quote, market\nsentiment context, and supplementary news. Partial-failure tolerant:\neach bucket is independently fetched and per-bucket failures surface\nin `meta.partial_failures[]` rather than poisoning the response. If\nevery sub-bucket fails the endpoint returns 502.\n\nBucket scopes are checked *per bucket* (not at gateway level): a\ntoken with only `views:read` gets the views bucket populated and the\nrest reported as `scope_insufficient` partial failures. This mirrors\nthe CLI fan-out contract exactly so `echopai digest` can either call\nthis endpoint (preferred, single round-trip) or fall back to local\nfan-out without behavior drift.\n\nSee `docs/PLAN_CLI_V2_AGENT_SURFACE.md` §3.3 (digest spec) and §11\nPhase 5.2 (server endpoint).\n",
+        "description": "Composite endpoint: in one HTTP call returns views (PRIMARY research),\nreal-time quote, valuation snapshot (PE/PB/PS/换手率/股息率/量比 等 14 字段),\nmarket sentiment context, and supplementary news.\nPartial-failure tolerant:\neach bucket is independently fetched and per-bucket failures surface\nin `meta.partial_failures[]` rather than poisoning the response. If\nevery sub-bucket fails the endpoint returns 502.\n\nBucket scopes are checked *per bucket* (not at gateway level): a\ntoken with only `views:read` gets the views bucket populated and the\nrest reported as `scope_insufficient` partial failures. This mirrors\nthe CLI fan-out contract exactly so `echopai digest` can either call\nthis endpoint (preferred, single round-trip) or fall back to local\nfan-out without behavior drift.\n\nSee `docs/PLAN_CLI_V2_AGENT_SURFACE.md` §3.3 (digest spec) and §11\nPhase 5.2 (server endpoint).\n",
         "example": "echopai digest get VALUE"
     },
+    "financials.pit": {
+        "summary": "Point-in-time financial indicators for one A-share at a given date",
+        "description": "基于 TDX 财务数据的 Point-in-time 查询。给定 `code` 和 `date`，返回该\n`trade_date` 当时市场上可见的最新一期财务报告（`announce_date <= date`，\n无公告日时保守延迟 90 天）。专为回测、AI agent、量化策略防未来函数泄漏。\n\n返回字段包括：EPS（基本/扣非/稀释）、BPS、ROE、毛利率、营收/净利润/总资产/\n归母权益等核心 ~25 字段。\n",
+        "example": "echopai financials pit --code SSE:600519 --date 2024-11-01"
+    },
+    "financials.quote-snapshot": {
+        "summary": "Real-time valuation / share / turnover snapshot for one A-share",
+        "description": "一站式估值快照 —— 一次返回 14 个字段，**全部基于 TDX 原始数据 + Sina 实时\n价自算，不依赖 Tushare**：\n\n- 估值: `pe` / `pe_ttm` / `pb` / `ps` / `ps_ttm`\n- 股本（万股）: `total_share` / `float_share` / `free_share`\n- 市值（万元）: `total_mv` / `circ_mv`\n- 流动性: `turnover_rate` / `turnover_rate_f`（%）/ `volume_ratio`（倍）\n- 分红: `dv_ratio` / `dv_ttm`（%）\n\n计算口径：\n- PE-TTM = 当前总市值 / 近 4 季度滚动净利润（PIT 表 `ni_parent_ttm`）\n- PE     = 当前总市值 / 上年报净利润（`ni_parent_last1y`）\n- PB     = 当前总市值 / 归母净资产（`equity_parent`，PIT 防穿越）\n- 换手率 = 当日累计成交量 / 流通股本 × 100\n- 量比   = 当日累计 / 近 5 日同时段累计平均（实时模式）\n          / 近 5 日全日成交量平均（指定历史日期模式）\n- 股息率 = Σ(去年 / 近12月内派息事件 派现/10) / 现价 × 100\n\n默认 `date` 留空 → 实时（Sina 5s 快照价 + 当日累计成交量）；\n给 `date=YYYY-MM-DD` 则按当日 close 取值（用于历史回测 / 校验）。\n\n财报数据走 `security_financial_indicators_pit` PIT 视图：保证 `visible_date`\n≤ trade_date，避免未来函数。\n\n准确性已对照 Tushare `daily_basic` 校验（见 `scripts/validation/validate_quote_snapshot_vs_tushare.py`）。\n",
+        "example": "echopai financials quote-snapshot --code SSE:600519 --date 2026-05-13"
+    },
+    "financials.reports": {
+        "summary": "Recent financial reports for one A-share security",
+        "description": "返回该股票最近 N 期财务报告的核心指标（EPS/BPS/ROE/毛利率/营收/净利润/总\n资产/归母权益/经营现金流/总股本 等 ~25 字段）。可按 `kind` 过滤季报/半年报/\n年报。每期 `announce_date` 字段告知何时市场可见，建议结合回测时使用。\n",
+        "example": "echopai financials reports --code SSE:600519"
+    },
+    "financials.series": {
+        "summary": "Time series of a single financial metric for one security",
+        "description": "返回某只股票某个财务指标的历史时间序列（按报告期排列）。`metric` 是\nindicators 表中的字段名（如 `roe_simple` / `revenue` / `ni_parent` /\n`debt_asset_ratio` / `gross_margin` / `eps_basic` 等共 150 个）。\n\n典型用法：画茅台 10 年 ROE 走势、对比 5 只白酒股 net_margin。\n",
+        "example": "echopai financials series --code SSE:600519 --metric roe_simple"
+    },
+    "index.daily-bars": {
+        "summary": "Daily OHLC bars for one A-share index",
+        "description": "指数日线 OHLC。覆盖 v2 表中的指数（上证综指 `SSE:000001` / 深证成指\n`SZSE:399001` / 沪深300 `SSE:000300` / 北证50 `BSE:899050` / 中证系列 `CSI:000922` 等）。\n与 `/v1/bars/daily` 同语义，但 index 没有 `turnover_rate` / `paused` 等股票特有字段。\n",
+        "example": "echopai index daily-bars --code SSE:000001 --from 2024-01-01 --to 2024-12-31"
+    },
+    "index.minute-bars": {
+        "summary": "Minute OHLC bars for one A-share index",
+        "description": "指数 1min OHLC。日期范围 ≤ 7 天（与 `/v1/bars/minute-batch` 对齐）。\n返回 `bar_time` / `trade_date` / OHLC / volume / amount / pct_change。\n",
+        "example": "echopai index minute-bars --code SSE:000001"
+    },
+    "index.snapshot": {
+        "summary": "Real-time snapshot of all Sina-OK A-share indices (172 indices)",
+        "description": "Returns the latest real-time snapshot for the 172 indices that Sina\nexposes a quote for (SSE / SZSE / BSE — includes 北证50 `BSE:899050`\nand 专精特新 `899601.BJ`). Source is the Redis hash\n`stockpulse:index_snapshots:latest` which the Rust collector refreshes\nevery ~15 seconds during market hours; outside trading hours the last\nintraday snapshot is returned.\n\nUse `codes` to narrow to a subset (canonical format `SSE:000001` (exchange-prefix; legacy `000001.SH` is also accepted but discouraged)).\nOmit to receive all 172.\n\nNote: CSI-series indices (e.g. `CSI:000922`) are not available here —\nSina has no quote feed for them. Daily/minute history for those still\nlives behind `/api/internal/index/{daily-bars,minute-bars-range}`.\n\nRequires `quote:l1`, `quote:l2`, or `quote:delayed` scope.\n",
+        "example": "echopai index snapshot --codes SSE:000001,SZSE:399001,BSE:899050"
+    },
     "market.status": {
         "summary": "Current A-share market session state",
         "description": "Current A-share market session: pre-open / open / lunch / closed; current and next trading day; holiday flag. Requires `market:read` or any `quote:*` scope.",
@@ -74,7 +94,7 @@ export const HELP = {
     },
     "news.get": {
         "summary": "Fetch a single news item by id",
-        "description": "返回新闻完整内容：title、content snippet、source URL、tagged securities。",
+        "description": "返回新闻完整内容：title、content snippet、tagged securities。（采集端字段 source / source_id / source_url 对外不暴露，admin 路径 /v1/admin/news/{id} 可见。）",
         "example": "echopai news get VALUE"
     },
     "news.list": {
@@ -84,14 +104,9 @@ export const HELP = {
     },
     "news.search": {
         "summary": "Full-text search recent news",
-        "description": "Full-text search recent news / market briefs. Returns title, source, published_at, snippet, tagged securities. Requires `news:read` scope. Note: news fields are user-generated; meta.untrusted_text_fields lists fields that need sanitization before passing to an LLM.",
+        "description": "Full-text search recent news / market briefs. Returns title, published_at, snippet, tagged securities. (Internal collector identifiers — `source`/`source_id`/`source_url` — are NOT exposed publicly; admin tools see them via /v1/admin/*.) Requires `news:read` scope. Note: news fields are user-generated; meta.untrusted_text_fields lists fields that need sanitization before passing to an LLM.",
         "example": "echopai news search --query 光伏龙头"
     },
-    "news.sources": {
-        "summary": "List canonical news source identifiers",
-        "description": "返回新闻 source 标识列表（如 `cls`、`jin10`、`twitter`、`wallstreetcn`），可用于 list/search 的 source 过滤。",
-        "example": "echopai news sources"
-    },
     "payment.plans": {
         "summary": "List subscription plans",
         "description": "返回订阅计划清单（plan_id + 价格 + 时长 + 描述）。",
@@ -107,15 +122,15 @@ export const HELP = {
         "description": "Dumps the entire Redis snapshot of A-share real-time quotes in a single\nround-trip. Use for \"全市场扫描\" / agent universe-of-interest discovery\nwhen you don't yet know which codes to query.\n\nFiltering:\n- `exchange=SSE|SZSE|BSE` narrows to one exchange (canonical_code prefix)\n- `app.allowed_securities` is ALWAYS applied; codes outside drop silently\n\nResponse size: ~3 MB unfiltered (~5800 items). CLI users should pair\nwith `--max-bytes` / `--fields` / `--query` from Phase 1.4.\n\n9:00–9:14 集合竞价时段返回空 items + `note` 字段说明。\n\nRequires `quote:l1`, `quote:l2`, or `quote:delayed` scope.\n",
         "example": "echopai quote scan"
     },
-    "research.entity-performance": {
-        "summary": "Performance of one research entity",
-        "description": "单个研究实体的细化绩效指标，对照 `/v1/research-entities/performance`。",
-        "example": "echopai research entity-performance VALUE"
+    "search.semantic": {
+        "summary": "Hybrid semantic search across news + analyst views",
+        "description": "语义 + 模糊泛化搜索。结合 entity 精确匹配（公司代码/分析师）、向量召回（pgvector\n+ DashScope embedding）、trigram 模糊、ILIKE 精确四路召回，RRF 融合后用 reranker\n精排，叠时间衰减 + views 加权（views 主源优先）。\n\n- 搜\"锂电池\"会带出新能源产业链（正极/负极/碳酸锂/宁德时代…）\n- 搜\"芯片\"会带出存储芯片/洁净室/晶圆代工…\n- mode=exact 兼容老 ILIKE 行为，仅在精确关键词命中时返回。\n",
+        "example": "echopai search semantic --q 锂电池"
     },
-    "research.entity-performance-list": {
-        "summary": "Aggregate performance of research entities",
-        "description": "全体研究实体（analyst / team / institution）的命中率、平均目标价达成率、覆盖股票数等汇总。需要 `research:read` scope。",
-        "example": "echopai research entity-performance-list"
+    "securities.industry": {
+        "summary": "TDX + 申万 industry classification for one A-share security",
+        "description": "返回该股票的 TDX 自定义行业代码（T1001 食品饮料等）与申万行业三级代码\nL1/L2/L3（X5001 食品饮料 / X500102 白酒 等）。\n\n用法：\n- 股票详情页\"申万行业：白酒 / 食品饮料\"标签\n- 筛选器交叉过滤：行业 + ROE/营收增长率\n- AI agent `find_peers(code)` 用申万二级行业找同业\n",
+        "example": "echopai securities industry --code SSE:600519"
     },
     "semantic.find": {
         "summary": "Find A-share securities by name / code / pinyin",
@@ -142,16 +157,6 @@ export const HELP = {
         "description": "Intraday turnover time series. Requires `sentiment:read` scope.",
         "example": "echopai sentiment turnover"
     },
-    "signals.outcome": {
-        "summary": "Outcome trace for a single signal",
-        "description": "单条 signal 的细化结果追踪。",
-        "example": "echopai signals outcome VALUE"
-    },
-    "signals.outcomes": {
-        "summary": "Outcomes of analyst-view-derived signals",
-        "description": "返回分析师 views 派生信号的实际结果（目标价命中 / 止损 / 到期），含命中时长、最大回撤等。",
-        "example": "echopai signals outcomes"
-    },
     "squawk.audio": {
         "summary": "Stream squawk TTS audio",
         "description": "返回 squawk 项的 TTS 音频（MP3）。直接 stream，可作为 `<audio>` src 用。",