erlangshen 0.1.0

package/src/commands/analyze.py

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+"""
+/analyze 命令 - 综合分析
+"""
+
+from typing import Optional
+from src.agents.macro import MacroAgent
+from src.agents.equity import EquityAgent
+from src.agents.multi_asset import MultiAssetAgent
+from src.brain import Brain
+from src.mcp.registry import MCPRegistry
+
+
+class AnalyzeCommand:
+    """
+    综合分析命令处理器
+    
+    用法:
+        /analyze A股当前走势
+        /analyze 茅台投资价值
+        /analyze 黄金避险情绪
+    """
+    
+    def __init__(self, brain: Brain, mcp: MCPRegistry):
+        self.brain = brain
+        self.mcp = mcp
+        self.macro_agent = MacroAgent(brain, mcp)
+        self.equity_agent = EquityAgent(brain, mcp)
+        self.multi_asset_agent = MultiAssetAgent(brain, mcp)
+    
+    async def execute(self, args: str) -> str:
+        """
+        执行分析
+        
+        Args:
+            args: 分析查询
+        
+        Returns:
+            分析结果
+        """
+        if not args:
+            return self._help()
+        
+        # 意图识别
+        intent = self._classify_intent(args)
+        
+        if intent == "macro":
+            return await self.macro_agent.process(args)
+        elif intent == "equity":
+            return await self.equity_agent.process(args)
+        elif intent == "multi_asset":
+            return await self.multi_asset_agent.process(args)
+        else:
+            # 默认综合分析
+            return await self._comprehensive_analysis(args)
+    
+    def _classify_intent(self, query: str) -> str:
+        """
+        分类查询意图
+        
+        Returns:
+            intent: macro/equity/multi_asset
+        """
+        query_lower = query.lower()
+        
+        # 宏观关键词
+        macro_keywords = ["宏观", "经济", "gdp", "cpi", "ppi", "pmi", "利率", "汇率", 
+                         "货币", "财政", "政策", "出口", "进口", "社融", "m2"]
+        
+        # 股票关键词
+        equity_keywords = ["股票", "股价", "茅台", "腾讯", "苹果", "估值", "财报",
+                          "营收", "利润", "板块", "行业", "涨停", "跌停"]
+        
+        # 多资产关键词
+        multi_asset_keywords = ["配置", "组合", "分散", "风险", "收益", "再平衡",
+                               "仓位", "持仓", "资产配置"]
+        
+        scores = {"macro": 0, "equity": 0, "multi_asset": 0}
+        
+        for kw in macro_keywords:
+            if kw in query_lower:
+                scores["macro"] += 1
+        
+        for kw in equity_keywords:
+            if kw in query_lower:
+                scores["equity"] += 1
+        
+        for kw in multi_asset_keywords:
+            if kw in query_lower:
+                scores["multi_asset"] += 1
+        
+        max_score = max(scores.values())
+        if max_score == 0:
+            return "macro"  # 默认宏观
+        
+        for intent, score in scores.items():
+            if score == max_score:
+                return intent
+        
+        return "macro"
+    
+    async def _comprehensive_analysis(self, query: str) -> str:
+        """综合分析"""
+        prompt = f"""请对以下主题进行全面综合分析：
+
+主题：{query}
+
+请从以下维度进行分析：
+1. 宏观背景
+2. 市场现状
+3. 关键因素
+4. 风险提示
+5. 投资建议
+"""
+        return await self.brain.analyze(prompt, framework="综合分析框架")
+    
+    def _help(self) -> str:
+        """帮助信息"""
+        return """
+/analyze - 综合分析命令
+
+用法:
+    /analyze <查询内容>
+
+示例:
+    /analyze A股当前走势
+    /analyze 茅台投资价值
+    /analyze 黄金避险情绪
+    /analyze 当前宏观经济形势
+
+系统会自动识别查询意图并调用相应的分析师Agent。
+"""

package/src/commands/macro.py

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+"""
+/macro 命令 - 宏观分析
+"""
+
+from typing import Optional
+from src.agents.macro import MacroAgent
+from src.brain import Brain
+from src.mcp.registry import MCPRegistry
+
+
+class MacroCommand:
+    """
+    宏观分析命令处理器
+    
+    用法:
+        /macro CPI走势
+        /macro LPR利率
+        /macro 美联储政策
+    """
+    
+    def __init__(self, brain: Brain, mcp: MCPRegistry):
+        self.brain = brain
+        self.mcp = mcp
+        self.agent = MacroAgent(brain, mcp)
+    
+    async def execute(self, args: str) -> str:
+        """
+        执行宏观分析
+        
+        Args:
+            args: 分析查询
+        
+        Returns:
+            分析结果
+        """
+        if not args:
+            return self._help()
+        
+        # 解析查询，提取指标
+        indicators = self._extract_indicators(args)
+        
+        return await self.agent.process(
+            args,
+            indicators=indicators if indicators else None
+        )
+    
+    def _extract_indicators(self, query: str) -> list:
+        """从查询中提取宏观指标"""
+        indicator_map = {
+            "gdp": "GDP",
+            "国内生产总值": "GDP",
+            "cpi": "CPI",
+            "物价": "CPI",
+            "通胀": "CPI",
+            "ppi": "PPI",
+            "生产物价": "PPI",
+            "pmi": "PMI",
+            "采购经理": "PMI",
+            "社融": "社融",
+            "社会融资": "社融",
+            "m2": "M2",
+            "货币": "M2",
+            "lpr": "LPR",
+            "利率": "LPR",
+            "汇率": "汇率",
+            "人民币": "汇率",
+            "美元": "汇率",
+            "出口": "出口",
+            "进口": "进口",
+        }
+        
+        query_lower = query.lower()
+        found = []
+        
+        for keyword, indicator in indicator_map.items():
+            if keyword in query_lower and indicator not in found:
+                found.append(indicator)
+        
+        return found
+    
+    def _help(self) -> str:
+        """帮助信息"""
+        return """
+/macro - 宏观分析命令
+
+用法:
+    /macro <查询内容>
+
+示例:
+    /macro CPI走势
+    /macro PPI同比环比
+    /macro 制造业PMI
+    /macro LPR利率
+    /macro 人民币汇率
+    /macro 社融数据
+    /macro 美联储加息
+
+支持的指标:
+    GDP, CPI, PPI, PMI, 社融, M2, LPR, 汇率, 出口, 进口
+"""

package/src/commands/memo.py

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+"""
+/memo 命令 - 纪要管理
+"""
+
+from typing import Optional, List
+from datetime import datetime
+from pathlib import Path
+import json
+from src.brain import Brain
+from src.mcp.registry import MCPRegistry
+
+
+class MemoCommand:
+    """
+    纪要管理命令处理器
+    
+    用法:
+        /memo 记录今天的会议
+        /memo 列表
+        /memo 查看 20240101
+        /memo 搜索 茅台
+    """
+    
+    def __init__(self, brain: Brain, mcp: MCPRegistry):
+        self.brain = brain
+        self.mcp = mcp
+        self.memos_dir = Path("~/.openclaw-agent-06/workspace/erlangshen/knowledge/memos").expanduser()
+        self.memos_dir.mkdir(parents=True, exist_ok=True)
+    
+    async def execute(self, args: str) -> str:
+        """
+        执行纪要操作
+        
+        Args:
+            args: 操作类型和内容
+        
+        Returns:
+            操作结果
+        """
+        if not args:
+            return self._help()
+        
+        args = args.strip()
+        parts = args.split(maxsplit=1)
+        action = parts[0]
+        content = parts[1] if len(parts) > 1 else ""
+        
+        if action in ["记", "记录", "add", "create"]:
+            return await self._create_memo(content)
+        elif action in ["列表", "list"]:
+            return self._list_memos()
+        elif action in ["查看", "show", "read"]:
+            return await self._read_memo(content)
+        elif action in ["搜索", "search"]:
+            return await self._search_memos(content)
+        elif action in ["删除", "delete"]:
+            return self._delete_memo(content)
+        else:
+            # 默认为记录
+            return await self._create_memo(args)
+    
+    async def _create_memo(self, content: str) -> str:
+        """创建纪要"""
+        if not content:
+            return "请提供纪要内容"
+        
+        # 生成文件名
+        date_str = datetime.now().strftime("%Y%m%d_%H%M%S")
+        filename = f"{date_str}.md"
+        filepath = self.memos_dir / filename
+        
+        # 构建纪要内容
+        memo_content = f"""# 纪要 - {datetime.now().strftime("%Y年%m月%d日 %H:%M")}
+
+## 内容
+
+{content}
+
+---
+*由二郎神自动生成*
+"""
+        
+        # 保存
+        with open(filepath, "w", encoding="utf-8") as f:
+            f.write(memo_content)
+        
+        return f"✅ 纪要已保存: {filepath.name}"
+    
+    def _list_memos(self) -> str:
+        """列出所有纪要"""
+        memos = list(self.memos_dir.glob("*.md"))
+        
+        if not memos:
+            return "暂无纪要"
+        
+        memos.sort(key=lambda x: x.stem, reverse=True)
+        
+        output = f"📝 共 {len(memos)} 条纪要：\n\n"
+        
+        for memo in memos[:20]:  # 最多显示20条
+            try:
+                content = memo.read_text(encoding="utf-8")
+                # 获取标题
+                title_line = content.split("\n")[0].replace("#", "").strip()
+                # 获取前50字符
+                preview = content[content.find("## 内容"):].replace("## 内容", "").strip()[:50]
+                
+                date_str = memo.stem[:8]
+                date_formatted = f"{date_str[:4]}-{date_str[4:6]}-{date_str[6:8]}"
+                
+                output += f"- **{date_formatted}** {title_line}\n"
+                output += f"  {preview}...\n\n"
+            except Exception:
+                continue
+        
+        if len(memos) > 20:
+            output += f"\n... 还有 {len(memos) - 20} 条纪要"
+        
+        return output
+    
+    async def _read_memo(self, identifier: str) -> str:
+        """读取指定纪要"""
+        if not identifier:
+            return "请提供纪要标识"
+        
+        # 尝试按日期或文件名查找
+        if identifier.isdigit() and len(identifier) == 8:
+            # 按日期查找
+            pattern = f"{identifier}*"
+            matches = list(self.memos_dir.glob(f"{pattern}.md"))
+        else:
+            # 按文件名或内容搜索
+            matches = list(self.memos_dir.glob("*.md"))
+            matches = [m for m in matches if identifier in m.stem or identifier in m.read_text()]
+        
+        if not matches:
+            return f"未找到纪要: {identifier}"
+        
+        # 返回最新的
+        memo = sorted(matches, key=lambda x: x.stem, reverse=True)[0]
+        content = memo.read_text(encoding="utf-8")
+        
+        return f"📝 **{memo.stem}**\n\n{content}"
+    
+    async def _search_memos(self, keyword: str) -> str:
+        """搜索纪要"""
+        if not keyword:
+            return "请提供搜索关键词"
+        
+        matches = []
+        
+        for memo in self.memos_dir.glob("*.md"):
+            try:
+                content = memo.read_text(encoding="utf-8")
+                if keyword.lower() in content.lower():
+                    matches.append({
+                        "file": memo,
+                        "content": content[:200]
+                    })
+            except Exception:
+                continue
+        
+        if not matches:
+            return f"未找到包含'{keyword}'的纪要"
+        
+        output = f"🔍 找到 {len(matches)} 条相关纪要：\n\n"
+        
+        for match in matches[:10]:
+            output += f"- **{match['file'].stem}**\n"
+            output += f"  {match['content'][:100]}...\n\n"
+        
+        return output
+    
+    def _delete_memo(self, identifier: str) -> str:
+        """删除纪要"""
+        if not identifier:
+            return "请提供要删除的纪要标识"
+        
+        # 查找纪要
+        pattern = f"*{identifier}*" if identifier.isdigit() else f"*{identifier}*.md"
+        matches = list(self.memos_dir.glob(pattern))
+        
+        if not matches:
+            return f"未找到纪要: {identifier}"
+        
+        # 删除第一个匹配
+        memo = matches[0]
+        memo.unlink()
+        
+        return f"✅ 已删除: {memo.name}"
+    
+    def _help(self) -> str:
+        """帮助信息"""
+        return """
+/memo - 纪要管理命令
+
+用法:
+    /memo <内容>         - 快速记录
+    /memo 记录 <内容>    - 记录新纪要
+    /memo 列表           - 查看所有纪要
+    /memo 查看 <标识>    - 查看指定纪要
+    /memo 搜索 <关键词>  - 搜索纪要
+    /memo 删除 <标识>    - 删除纪要
+
+示例:
+    /memo 今天讨论了量化策略
+    /memo 列表
+    /memo 查看 20240101
+    /memo 搜索 茅台
+    /memo 删除 20240101
+
+说明:
+    - 纪要自动保存到本地知识库
+    - 支持按日期或关键词搜索
+    - 自动生成时间戳
+"""

package/src/commands/portfolio.py

@@ -0,0 +1,154 @@
+"""
+/portfolio 命令 - 组合分析
+"""
+
+from typing import Optional, Dict, List
+from src.agents.multi_asset import MultiAssetAgent
+from src.brain import Brain
+from src.mcp.registry import MCPRegistry
+
+
+class PortfolioCommand:
+    """
+    组合分析命令处理器
+    
+    用法:
+        /portfolio 分析
+        /portfolio 再平衡
+        /portfolio 风险
+    """
+    
+    def __init__(self, brain: Brain, mcp: MCPRegistry):
+        self.brain = brain
+        self.mcp = mcp
+        self.agent = MultiAssetAgent(brain, mcp)
+    
+    async def execute(self, args: str) -> str:
+        """
+        执行组合分析
+        
+        Args:
+            args: 分析类型
+        
+        Returns:
+            分析结果
+        """
+        if not args:
+            return self._help()
+        
+        args_lower = args.lower()
+        
+        if "分析" in args or "查看" in args:
+            return await self._analyze_portfolio()
+        elif "再平衡" in args or "rebalance" in args_lower:
+            return await self._rebalance_suggestion()
+        elif "风险" in args:
+            return await self._risk_analysis()
+        elif "收益" in args or "业绩" in args:
+            return await self._performance_analysis()
+        else:
+            return await self._general_analysis(args)
+    
+    async def _analyze_portfolio(self) -> str:
+        """分析组合"""
+        # 默认组合配置
+        default_portfolio = {
+            "沪深300": 0.30,
+            "中证500": 0.15,
+            "恒生科技": 0.10,
+            "纳斯达克": 0.10,
+            "黄金": 0.10,
+            "债券": 0.15,
+            "现金": 0.10,
+        }
+        
+        return await self.agent.analyze_allocation(default_portfolio)
+    
+    async def _rebalance_suggestion(self) -> str:
+        """再平衡建议"""
+        current = {
+            "沪深300": 0.32,
+            "中证500": 0.14,
+            "恒生科技": 0.12,
+            "纳斯达克": 0.08,
+            "黄金": 0.08,
+            "债券": 0.16,
+            "现金": 0.10,
+        }
+        
+        target = {
+            "沪深300": 0.30,
+            "中证500": 0.15,
+            "恒生科技": 0.10,
+            "纳斯达克": 0.10,
+            "黄金": 0.10,
+            "债券": 0.15,
+            "现金": 0.10,
+        }
+        
+        return await self.agent.rebalance_suggestion(current, target)
+    
+    async def _risk_analysis(self) -> str:
+        """风险分析"""
+        portfolio = {
+            "沪深300": 0.30,
+            "中证500": 0.15,
+            "恒生科技": 0.10,
+            "纳斯达克": 0.10,
+            "黄金": 0.10,
+            "债券": 0.15,
+            "现金": 0.10,
+        }
+        
+        return await self.agent.risk_analysis(portfolio)
+    
+    async def _performance_analysis(self) -> str:
+        """业绩分析"""
+        prompt = """请分析以下组合的历史业绩表现：
+
+组合配置:
+- 沪深300: 30%
+- 中证500: 15%
+- 恒生科技: 10%
+- 纳斯达克: 10%
+- 黄金: 10%
+- 债券: 15%
+- 现金: 10%
+
+请从以下维度进行分析：
+1. 收益表现 (YTD, 1Y, 3Y)
+2. 风险指标 (波动率, 最大回撤)
+3. 风险调整收益 (夏普比率, 卡玛比率)
+4. 业绩归因
+"""
+        
+        return await self.brain.analyze(prompt, framework="业绩归因框架")
+    
+    async def _general_analysis(self, args: str) -> str:
+        """通用分析"""
+        return await self.brain.analyze(
+            f"关于组合管理的问题：{args}",
+            framework="多资产配置框架"
+        )
+    
+    def _help(self) -> str:
+        """帮助信息"""
+        return """
+/portfolio - 组合分析命令
+
+用法:
+    /portfolio 分析     - 分析当前组合配置
+    /portfolio 再平衡   - 提供再平衡建议
+    /portfolio 风险     - 组合风险分析
+    /portfolio 业绩     - 业绩表现分析
+
+示例:
+    /portfolio 分析
+    /portfolio 再平衡
+    /portfolio 风险
+    /portfolio 业绩归因
+
+说明:
+    系统使用默认的参考组合配置进行分析。
+    如需分析自定义组合，请提供具体的配置比例。
+"""