tickflow-assist 0.3.7 → 0.3.9

package/dist/services/pre-market-brief-service.js

@@ -33,6 +33,76 @@ const RISK_KEYWORDS = [
     "制裁",
     "关税",
 ];
+const FALLBACK_MAJOR_NEWS_LIMIT = 5;
+const FALLBACK_TOPIC_KEY_POINT_LIMIT = 6;
+const TOPIC_RULES = [
+    {
+        category: "地缘与能源",
+        keywords: [
+            "伊朗",
+            "以色列",
+            "中东",
+            "海湾",
+            "霍尔木兹",
+            "俄乌",
+            "俄罗斯",
+            "乌克兰",
+            "原油",
+            "石油",
+            "油轮",
+            "EIA",
+            "能源",
+            "侵略",
+            "制裁",
+            "开战",
+        ],
+        score: 8,
+        macroImplication: "地缘风险与能源价格预期可能影响开盘风险偏好",
+        riskImplication: "海外扰动容易传导到原油、航运、防务及周期品情绪",
+    },
+    {
+        category: "科技产业",
+        keywords: [
+            "AI",
+            "人工智能",
+            "大模型",
+            "算力",
+            "芯片",
+            "半导体",
+            "台积电",
+            "量子",
+            "机器人",
+            "开源",
+            "3D生成",
+        ],
+        score: 7,
+        macroImplication: "科技成长方向的产业催化可能影响题材活跃度",
+        opportunityImplication: "产业链、算力、应用和设备端是否出现扩散",
+        riskImplication: "高热度题材若只停留在消息刺激，开盘后容易高开分化",
+    },
+    {
+        category: "政策与支付互联",
+        keywords: ["政策", "微信支付", "二维码", "跨境", "互联互通", "试点", "监管", "关税"],
+        score: 6,
+        macroImplication: "政策或跨境互联线索可能改变相关行业预期",
+        opportunityImplication: "支付、出海、消费场景和平台生态是否获得资金确认",
+        riskImplication: "监管或外部政策变化可能压制相关板块估值与情绪",
+    },
+    {
+        category: "产业与订单",
+        keywords: ["订单", "中标", "业绩", "回购", "增持", "涨价", "并购", "并购重组", "发布", "恢复"],
+        score: 5,
+        macroImplication: "产业事件或公司行为可能提供结构性交易线索",
+        opportunityImplication: "订单、业绩、价格和资本运作线索是否带来板块联动",
+    },
+    {
+        category: "资金与宏观",
+        keywords: ["美联储", "利率", "美元", "人民币", "股市", "出口", "进口", "产量", "库存"],
+        score: 5,
+        macroImplication: "宏观和资金面变化可能影响开盘定价与风险偏好",
+        riskImplication: "宏观数据变化若与市场预期背离，可能造成高开低走或避险交易",
+    },
+];
 export class PreMarketBriefService {
     watchlistService;
     jin10McpService;
@@ -185,13 +255,8 @@ function matchesPreMarketBrief(record) {
 function findMatchedItems(flash, watchlist) {
     const normalizedContent = normalizeText(flash.content);
     return watchlist.filter((item) => {
-        const directKeywords = [item.symbol, item.symbol.slice(0, 6), item.name];
-        const boardKeywords = [...extractSectorKeywords(item.sector), ...item.themes]
-            .map((keyword) => keyword.replace(/\s+/g, "").trim())
-            .filter((keyword) => keyword.length >= 2);
-        return [...directKeywords, ...boardKeywords]
-            .map((keyword) => normalizeText(keyword))
-            .some((keyword) => keyword && normalizedContent.includes(keyword));
+        return buildWatchlistKeywordEntries(item)
+            .some((entry) => normalizedContent.includes(entry.normalized));
     });
 }
 function buildFlashMatchContext(flash, watchlist) {
@@ -205,64 +270,290 @@ function buildFlashMatchContext(flash, watchlist) {
     };
 }
 function buildFallbackSummary(matchContexts) {
-    const opportunityContexts = matchContexts.filter((context) => containsAnyKeyword(context.flash.content, OPPORTUNITY_KEYWORDS));
-    const riskContexts = matchContexts.filter((context) => containsAnyKeyword(context.flash.content, RISK_KEYWORDS));
+    const topics = buildFlashTopics(matchContexts);
+    const opportunityTopics = topics.filter(isOpportunityTopic);
+    const riskTopics = topics.filter(isRiskTopic);
     return [
         formatSectionTitle("🧭", "重大要闻"),
-        formatFlashBullets(matchContexts, 5),
+        formatMajorNewsBullets(topics),
         "",
         formatSectionTitle("🎯", "自选相关"),
-        formatMatchedBullets(matchContexts, 5),
+        formatMatchedBullets(matchContexts, topics, 5),
         "",
         formatSectionTitle("💡", "潜在机会"),
-        opportunityContexts.length > 0
-            ? formatFlashBullets(opportunityContexts, 4)
+        opportunityTopics.length > 0
+            ? formatOpportunityBullets(opportunityTopics, 4)
             : "• 未发现基于当前整理快讯可直接确认的新增机会方向。",
         "",
         formatSectionTitle("⚠️", "风险提示"),
-        riskContexts.length > 0
-            ? formatFlashBullets(riskContexts, 4)
+        riskTopics.length > 0
+            ? formatRiskBullets(riskTopics, 4)
             : "• 当前整理快讯中未发现特别突出的新增风险，但仍需留意开盘后的情绪变化。",
         "",
         formatSectionTitle("📌", "开盘前关注清单"),
-        buildFocusBullets(matchContexts),
+        buildFocusBullets(topics, matchContexts),
     ].join("\n");
 }
-function formatFlashBullets(contexts, limit) {
-    return contexts
-        .slice(0, limit)
-        .map((context) => {
-        const time = context.flash.published_at.slice(11, 16);
-        return `• [${time}] ${formatContextSummary(context)}`;
+function buildFlashTopics(contexts) {
+    const seen = new Set();
+    const topics = [];
+    for (const context of contexts) {
+        const texts = context.keyPoints.length > 0
+            ? context.keyPoints
+            : [formatContextSummary(context)];
+        const limitedTexts = texts.slice(0, FALLBACK_TOPIC_KEY_POINT_LIMIT);
+        for (const text of limitedTexts) {
+            const normalizedText = normalizeDigestText(text);
+            if (!normalizedText || seen.has(normalizedText)) {
+                continue;
+            }
+            seen.add(normalizedText);
+            const rule = inferTopicRule(`${context.headline} ${text}`);
+            topics.push({
+                context,
+                text,
+                time: context.flash.published_at.slice(11, 16),
+                rule,
+                score: scoreTopic(text, context, rule),
+                matchedItems: context.matchedItems.filter((item) => topicMatchesWatchlistItem(text, item)),
+            });
+        }
+    }
+    if (topics.length > 0) {
+        return topics;
+    }
+    return contexts.map((context) => {
+        const text = formatContextSummary(context);
+        const rule = inferTopicRule(`${context.headline} ${text}`);
+        return {
+            context,
+            text,
+            time: context.flash.published_at.slice(11, 16),
+            rule,
+            score: scoreTopic(text, context, rule),
+            matchedItems: context.matchedItems,
+        };
+    });
+}
+function formatMajorNewsBullets(topics) {
+    const selected = selectDiverseTopics(topics, FALLBACK_MAJOR_NEWS_LIMIT);
+    if (selected.length === 0) {
+        return "• 未提取到足够正文细节，今日重大要闻暂只能按标题级线索观察。";
+    }
+    return selected
+        .map((topic) => `• [${topic.time}] ${topic.rule.category}: ${topic.text}；${topic.rule.macroImplication}。`)
+        .join("\n");
+}
+function formatOpportunityBullets(topics, limit) {
+    return selectDiverseTopics(topics, limit)
+        .map((topic) => {
+        const implication = topic.rule.opportunityImplication ?? "相关方向是否获得资金确认";
+        return `• [${topic.time}] ${topic.rule.category}: ${topic.text}；观察${implication}。`;
     })
         .join("\n");
 }
-function formatMatchedBullets(contexts, limit) {
-    const matched = contexts.filter((context) => context.matchedItems.length > 0).slice(0, limit);
-    if (matched.length === 0) {
+function formatRiskBullets(topics, limit) {
+    return selectDiverseTopics(topics, limit)
+        .map((topic) => {
+        const implication = topic.rule.riskImplication ?? "消息不确定性对开盘情绪的扰动";
+        return `• [${topic.time}] ${topic.rule.category}: ${topic.text}；风险点在于${implication}。`;
+    })
+        .join("\n");
+}
+function formatMatchedBullets(contexts, topics, limit) {
+    const matchedBySymbol = new Map();
+    for (const topic of topics) {
+        for (const item of topic.matchedItems) {
+            addWatchlistCue(matchedBySymbol, item, {
+                text: topic.text,
+                reason: describeWatchlistMatch(item, topic.text),
+            });
+        }
+    }
+    for (const context of contexts) {
+        for (const item of context.matchedItems) {
+            if (matchedBySymbol.has(item.symbol)) {
+                continue;
+            }
+            const cue = findBestWatchlistCue(context, item);
+            addWatchlistCue(matchedBySymbol, item, {
+                text: cue,
+                reason: describeWatchlistMatch(item, cue),
+            });
+        }
+    }
+    const entries = [...matchedBySymbol.values()].slice(0, limit);
+    if (entries.length === 0) {
         return "• 未发现直接命中自选股、行业或题材的盘前整理快讯。";
     }
-    return matched.map((context) => {
-        const labels = context.matchedItems.map((item) => `${item.name}（${item.symbol}）`).join("、");
-        return `• ${labels}: ${formatContextSummary(context)}`;
+    return entries.map(({ item, cues }) => {
+        const text = cues
+            .slice(0, 2)
+            .map((cue) => `${cue.reason}: ${cue.text}`)
+            .join("；");
+        return `• ${item.name}（${item.symbol}）: ${text}`;
     }).join("\n");
 }
-function buildFocusBullets(contexts) {
+function buildFocusBullets(topics, contexts) {
     const bullets = [];
-    const matchedContexts = contexts.filter((context) => context.matchedItems.length > 0);
-    for (const context of matchedContexts.slice(0, 3)) {
-        const labels = context.matchedItems.map((item) => item.name).join("、");
-        bullets.push(`• 关注 ${labels} 开盘后的量价反馈，重点核实“${formatFocusCue(context)}”是否继续发酵。`);
+    const matchedTopics = topics.filter((topic) => topic.matchedItems.length > 0);
+    for (const topic of selectDiverseTopics(matchedTopics, 2)) {
+        const labels = topic.matchedItems.map((item) => item.name).join("、");
+        addUniqueBullet(bullets, `• 关注 ${labels} 与“${formatFocusCueText(topic.text)}”的联动强度，开盘看竞价、放量承接和回落后的资金回流。`);
+    }
+    for (const topic of selectDiverseTopics(topics.filter(isRiskTopic), 2)) {
+        addUniqueBullet(bullets, `• 观察 ${topic.rule.category} 是否压制风险偏好，重点看“${formatFocusCueText(topic.text)}”有无后续快讯确认。`);
+    }
+    for (const topic of selectDiverseTopics(topics.filter(isOpportunityTopic), 2)) {
+        addUniqueBullet(bullets, `• 观察 ${topic.rule.category} 主题是否扩散，重点看“${formatFocusCueText(topic.text)}”对应方向高开后的承接而非单点冲高。`);
     }
     if (bullets.length < 3) {
-        for (const context of contexts.slice(0, 3 - bullets.length)) {
-            bullets.push(`• 关注“${formatFocusCue(context)}”对应板块是否出现竞价强化或高开分歧。`);
+        for (const context of contexts) {
+            addUniqueBullet(bullets, `• 复核“${formatFocusCue(context)}”是否有后续消息或竞价强化，避免仅按标题级线索追高。`);
+            if (bullets.length >= 3) {
+                break;
+            }
         }
     }
     return bullets.slice(0, 5).join("\n");
 }
+function selectDiverseTopics(topics, limit) {
+    const sorted = [...topics].sort(compareTopicsByImportance);
+    const selected = [];
+    const selectedCategories = new Set();
+    const selectedTexts = new Set();
+    for (const topic of sorted) {
+        if (selected.length >= limit) {
+            break;
+        }
+        const normalizedText = normalizeDigestText(topic.text);
+        if (selectedTexts.has(normalizedText) || selectedCategories.has(topic.rule.category)) {
+            continue;
+        }
+        selected.push(topic);
+        selectedTexts.add(normalizedText);
+        selectedCategories.add(topic.rule.category);
+    }
+    for (const topic of sorted) {
+        if (selected.length >= limit) {
+            break;
+        }
+        const normalizedText = normalizeDigestText(topic.text);
+        if (selectedTexts.has(normalizedText)) {
+            continue;
+        }
+        selected.push(topic);
+        selectedTexts.add(normalizedText);
+    }
+    return selected.sort((left, right) => left.context.flash.published_ts - right.context.flash.published_ts);
+}
+function compareTopicsByImportance(left, right) {
+    return right.score - left.score || left.context.flash.published_ts - right.context.flash.published_ts;
+}
+function inferTopicRule(text) {
+    return TOPIC_RULES
+        .filter((rule) => containsAnyKeyword(text, rule.keywords))
+        .sort((left, right) => right.score - left.score)[0]
+        ?? {
+            category: "市场情绪",
+            keywords: [],
+            score: 3,
+            macroImplication: "该线索可能影响局部题材情绪，需结合竞价强弱确认",
+        };
+}
+function scoreTopic(text, context, rule) {
+    let score = rule.score;
+    if (containsAnyKeyword(text, OPPORTUNITY_KEYWORDS)) {
+        score += 2;
+    }
+    if (containsAnyKeyword(text, RISK_KEYWORDS)) {
+        score += 2;
+    }
+    if (context.matchedItems.length > 0) {
+        score += 1;
+    }
+    if (text.length >= 18) {
+        score += 1;
+    }
+    return score;
+}
+function isOpportunityTopic(topic) {
+    return Boolean(topic.rule.opportunityImplication) || containsAnyKeyword(topic.text, OPPORTUNITY_KEYWORDS);
+}
+function isRiskTopic(topic) {
+    return Boolean(topic.rule.riskImplication) || containsAnyKeyword(topic.text, RISK_KEYWORDS);
+}
+function addWatchlistCue(matchedBySymbol, item, cue) {
+    const entry = matchedBySymbol.get(item.symbol) ?? { item, cues: [] };
+    const normalizedCue = normalizeDigestText(cue.text);
+    if (!entry.cues.some((existing) => normalizeDigestText(existing.text) === normalizedCue)) {
+        entry.cues.push(cue);
+    }
+    matchedBySymbol.set(item.symbol, entry);
+}
+function findBestWatchlistCue(context, item) {
+    const exactCue = context.keyPoints.find((point) => topicMatchesWatchlistItem(point, item));
+    return exactCue ?? formatContextSummary(context);
+}
+function topicMatchesWatchlistItem(text, item) {
+    const normalizedText = normalizeText(text);
+    return buildWatchlistKeywordEntries(item)
+        .some((entry) => normalizedText.includes(entry.normalized));
+}
+function describeWatchlistMatch(item, text) {
+    const normalizedText = normalizeText(text);
+    const entries = buildWatchlistKeywordEntries(item);
+    const directMatch = entries
+        .find((entry) => entry.kind === "direct" && normalizedText.includes(entry.normalized));
+    if (directMatch) {
+        return "直接命中";
+    }
+    const themeMatch = entries
+        .find((entry) => entry.kind === "theme" && normalizedText.includes(entry.normalized));
+    if (themeMatch) {
+        return `题材${themeMatch.keyword}`;
+    }
+    const sectorMatch = entries
+        .find((entry) => entry.kind === "sector" && normalizedText.includes(entry.normalized));
+    if (sectorMatch) {
+        return `行业${sectorMatch.keyword}`;
+    }
+    return "规则命中";
+}
+function buildWatchlistKeywordEntries(item) {
+    const entries = [
+        ...[item.symbol, item.symbol.slice(0, 6), item.name].map((keyword) => ({ keyword, kind: "direct" })),
+        ...extractSectorKeywords(item.sector).map((keyword) => ({ keyword, kind: "sector" })),
+        ...item.themes.map((keyword) => ({ keyword, kind: "theme" })),
+    ];
+    const seen = new Set();
+    return entries
+        .map((entry) => ({
+        ...entry,
+        keyword: entry.keyword.replace(/\s+/g, "").trim(),
+        normalized: normalizeText(entry.keyword),
+    }))
+        .filter((entry) => entry.normalized.length >= 2)
+        .filter((entry) => {
+        if (seen.has(entry.normalized)) {
+            return false;
+        }
+        seen.add(entry.normalized);
+        return true;
+    });
+}
+function addUniqueBullet(bullets, bullet) {
+    const normalizedBullet = normalizeDigestText(bullet);
+    if (!bullets.some((existing) => normalizeDigestText(existing) === normalizedBullet)) {
+        bullets.push(bullet);
+    }
+}
+function formatFocusCueText(text) {
+    return truncateText(text, 34);
+}
 function containsAnyKeyword(content, keywords) {
-    return keywords.some((keyword) => content.includes(keyword));
+    const normalizedContent = normalizeText(content);
+    return keywords.some((keyword) => normalizedContent.includes(normalizeText(keyword)));
 }
 function normalizeText(value) {
     return value.toLowerCase().replace(/\s+/g, "");
@@ -330,7 +621,7 @@ function extractFlashKeyPoints(content, headline) {
         }
         deduped.add(normalizedSegment);
         keyPoints.push(truncateText(segment, 88));
-        if (keyPoints.length >= 3) {
+        if (keyPoints.length >= FALLBACK_TOPIC_KEY_POINT_LIMIT) {
             break;
         }
     }
@@ -341,14 +632,27 @@ function stripHeadline(content, headline) {
     if (!headline) {
         return trimmed;
     }
-    if (!trimmed.startsWith(headline)) {
+    const isTruncatedHeadline = headline.endsWith("...");
+    if (!isTruncatedHeadline && trimmed.startsWith(headline)) {
+        return trimmed.slice(headline.length).replace(/^[：:。；，、\s-]+/, "").trim();
+    }
+    const withoutDigestPrefix = trimmed
+        .replace(/^【?金十数据整理[:：]\s*/, "")
+        .replace(/^】\s*/, "")
+        .trim();
+    if (withoutDigestPrefix !== trimmed) {
+        return withoutDigestPrefix;
+    }
+    if (isTruncatedHeadline) {
         return trimmed;
     }
-    return trimmed.slice(headline.length).replace(/^[：:。；，、\s-]+/, "").trim();
+    return trimmed;
 }
 function cleanFlashSegment(segment) {
     return segment
         .trim()
+        .replace(/^【?金十数据整理[:：]\s*/, "")
+        .replace(/^([^】]{2,40})】\s*/, "")
         .replace(/^[-•●▪◦]\s*/, "")
         .replace(/^\d+\s*[、.．)）]\s*/, "")
         .replace(/^[（(]?\d+[)）]\s*/, "")

package/dist/services/watchlist-service.d.ts

@@ -5,6 +5,10 @@ import { WatchlistProfileService } from "./watchlist-profile-service.js";
 interface GetWatchlistItemOptions {
     refreshConceptBoards?: boolean;
 }
+interface AddWatchlistOptions {
+    enrichProfile?: boolean;
+    name?: string;
+}
 export interface AddWatchlistResult {
     item: WatchlistItem;
     profileError: string | null;
@@ -29,7 +33,7 @@ export declare class WatchlistService {
     private readonly instrumentService;
     private readonly watchlistProfileService;
     constructor(repository: WatchlistRepository, instrumentService: InstrumentService, watchlistProfileService?: WatchlistProfileService | null);
-    add(symbolInput: string, costPrice?: number | null): Promise<AddWatchlistResult>;
+    add(symbolInput: string, costPrice?: number | null, options?: AddWatchlistOptions): Promise<AddWatchlistResult>;
     list(): Promise<WatchlistItem[]>;
     remove(symbolInput: string): Promise<boolean>;
     getBySymbol(symbolInput: string, options?: GetWatchlistItemOptions): Promise<WatchlistItem | null>;

package/dist/services/watchlist-service.js

@@ -12,11 +12,11 @@ export class WatchlistService {
         this.instrumentService = instrumentService;
         this.watchlistProfileService = watchlistProfileService;
     }
-    async add(symbolInput, costPrice = null) {
+    async add(symbolInput, costPrice = null, options = {}) {
         const symbol = normalizeSymbol(symbolInput);
         const existing = await this.getBySymbol(symbol);
         const normalizedCostPrice = normalizeCostPrice(costPrice);
-        const name = await this.instrumentService.resolveName(symbol);
+        const name = normalizeOptionalName(options.name) ?? await this.instrumentService.resolveName(symbol);
         const addedAt = formatChinaDateTime();
         const fallbackProfile = {
             sector: existing?.sector ?? null,
@@ -26,7 +26,8 @@ export class WatchlistService {
         };
         let profile = fallbackProfile;
         let profileError = null;
-        if (this.watchlistProfileService) {
+        const enrichProfile = options.enrichProfile ?? true;
+        if (enrichProfile && this.watchlistProfileService) {
             try {
                 const resolved = await this.watchlistProfileService.resolve(symbol, name, addedAt);
                 profile = {
@@ -199,6 +200,10 @@ function sanitizeName(name, symbol) {
     }
     return trimmed;
 }
+function normalizeOptionalName(value) {
+    const normalized = sanitizeName(String(value ?? ""), "");
+    return normalized || null;
+}
 function toErrorMessage(error) {
     return error instanceof Error ? error.message : String(error);
 }

package/dist/tools/eastmoney-watchlist.tool.d.ts

@@ -0,0 +1,31 @@
+import { MxApiService } from "../services/mx-search-service.js";
+import { WatchlistService } from "../services/watchlist-service.js";
+export declare function listEastmoneyWatchlistTool(mxApiService: MxApiService): {
+    name: string;
+    description: string;
+    run(): Promise<string>;
+};
+export declare function syncEastmoneyWatchlistTool(mxApiService: MxApiService, watchlistService: WatchlistService): {
+    name: string;
+    description: string;
+    optional: boolean;
+    run({ rawInput }: {
+        rawInput?: unknown;
+    }): Promise<string>;
+};
+export declare function pushEastmoneyWatchlistTool(mxApiService: MxApiService, watchlistService: WatchlistService): {
+    name: string;
+    description: string;
+    optional: boolean;
+    run({ rawInput }: {
+        rawInput?: unknown;
+    }): Promise<string>;
+};
+export declare function removeEastmoneyWatchlistTool(mxApiService: MxApiService): {
+    name: string;
+    description: string;
+    optional: boolean;
+    run({ rawInput }: {
+        rawInput?: unknown;
+    }): Promise<string>;
+};