tickflow-assist 0.3.7 → 0.3.9

package/dist/tools/screen-stock-candidates.tool.js

@@ -0,0 +1,477 @@
+import { formatTickflowApiKeyLevel, supportsIntradayKlines, } from "../config/tickflow-access.js";
+import { formatChinaDateTime } from "../utils/china-time.js";
+import { normalizeSymbol } from "../utils/symbol.js";
+import { resolveTickFlowQuoteChangePct } from "../utils/tickflow-quote.js";
+const DEFAULT_CANDIDATE_LIMIT = 3;
+const MAX_CANDIDATE_LIMIT = 8;
+const DEFAULT_DAILY_KLINE_COUNT = 20;
+const MAX_DAILY_KLINE_COUNT = 60;
+const DEFAULT_INTRADAY_COUNT = 20;
+const MAX_INTRADAY_COUNT = 60;
+const MAX_INTRADAY_CANDIDATES = 3;
+const MAX_FINANCIAL_CANDIDATES = 2;
+function parseInput(rawInput) {
+    if (typeof rawInput === "string" && rawInput.trim()) {
+        return buildInput({ keyword: rawInput.trim() });
+    }
+    if (typeof rawInput === "object" && rawInput !== null) {
+        const input = rawInput;
+        const keyword = String(input.keyword ?? input.query ?? input.q ?? "").trim();
+        if (!keyword) {
+            throw new Error("screen_stock_candidates requires keyword");
+        }
+        return buildInput({
+            keyword,
+            limit: input.limit,
+            dailyKlineCount: input.dailyKlineCount ?? input.klineCount,
+            includeDailyKlines: input.includeDailyKlines,
+            includeIntraday: input.includeIntraday,
+            intradayCount: input.intradayCount,
+            includeFinancial: input.includeFinancial,
+            summarize: input.summarize ?? input.llm,
+        });
+    }
+    throw new Error("invalid screen_stock_candidates input");
+}
+function buildInput(input) {
+    return {
+        keyword: input.keyword,
+        limit: parsePositiveInteger(input.limit, DEFAULT_CANDIDATE_LIMIT, MAX_CANDIDATE_LIMIT),
+        dailyKlineCount: parsePositiveInteger(input.dailyKlineCount, DEFAULT_DAILY_KLINE_COUNT, MAX_DAILY_KLINE_COUNT),
+        includeDailyKlines: parseOptionalBoolean(input.includeDailyKlines, true),
+        includeIntraday: parseOptionalBoolean(input.includeIntraday, false),
+        intradayCount: parsePositiveInteger(input.intradayCount, DEFAULT_INTRADAY_COUNT, MAX_INTRADAY_COUNT),
+        includeFinancial: parseOptionalBoolean(input.includeFinancial, false),
+        summarize: parseOptionalBoolean(input.summarize, false),
+    };
+}
+export function screenStockCandidatesTool(tickflowApiKeyLevel, mxApiService, quoteService, klineService, financialService, watchlistService, analysisService) {
+    return {
+        name: "screen_stock_candidates",
+        description: "Build a small enriched stock candidate pool from MX smart screening plus TickFlow quote/daily K-line data, with strict candidate limits by design.",
+        async run({ rawInput }) {
+            let input;
+            try {
+                input = parseInput(rawInput);
+            }
+            catch (error) {
+                return `智能选股联动失败😔 ${formatError(error)}`;
+            }
+            try {
+                const mxResult = await mxApiService.selectStocks({
+                    keyword: input.keyword,
+                    pageNo: 1,
+                    pageSize: Math.max(20, input.limit),
+                });
+                const candidates = extractStockCandidatesFromMxResult(mxResult, input.limit);
+                if (candidates.length === 0) {
+                    return [
+                        `🧭 智能选股候选池: ${input.keyword}`,
+                        renderMxSummary(mxResult),
+                        "⚠️ 未解析到可用于 TickFlow 补数据的股票代码。",
+                    ].join("\n");
+                }
+                const symbols = candidates.map((candidate) => candidate.symbol);
+                const notes = [];
+                const [watchlistSymbols, quotesBySymbol, dailyBySymbol, intradayBySymbol, financialBySymbol] = await Promise.all([
+                    loadWatchlistSymbols(watchlistService, notes),
+                    loadQuotes(quoteService, symbols, notes),
+                    input.includeDailyKlines
+                        ? loadDailyKlines(klineService, candidates, input.dailyKlineCount, notes)
+                        : Promise.resolve(new Map()),
+                    input.includeIntraday && supportsIntradayKlines(tickflowApiKeyLevel)
+                        ? loadIntradayKlines(klineService, candidates.slice(0, MAX_INTRADAY_CANDIDATES), input.intradayCount, notes)
+                        : Promise.resolve(new Map()),
+                    input.includeFinancial && tickflowApiKeyLevel === "expert"
+                        ? loadFinancialMetrics(financialService, candidates.slice(0, MAX_FINANCIAL_CANDIDATES), notes)
+                        : Promise.resolve(new Map()),
+                ]);
+                const deterministicText = renderCandidatePool({
+                    input,
+                    tickflowApiKeyLevel,
+                    mxResult,
+                    candidates,
+                    watchlistSymbols,
+                    quotesBySymbol,
+                    dailyBySymbol,
+                    intradayBySymbol,
+                    financialBySymbol,
+                    notes,
+                });
+                if (!input.summarize) {
+                    return deterministicText;
+                }
+                return appendLlmSummary(deterministicText, analysisService);
+            }
+            catch (error) {
+                return `智能选股联动失败😔 ${formatError(error)}`;
+            }
+        },
+    };
+}
+async function appendLlmSummary(deterministicText, analysisService) {
+    const configError = analysisService.getConfigurationError();
+    if (configError) {
+        return [
+            deterministicText,
+            "",
+            "LLM整理:",
+            `⚠️ ${configError}`,
+        ].join("\n");
+    }
+    try {
+        const summary = await analysisService.generateText([
+            "你是 A 股候选池整理助手。",
+            "只能基于用户提供的候选池文本进行整理，不得引入外部事实、不得改写或臆造数值。",
+            "候选池文本未提供的字段必须写“未提供”或“需另查”，禁止按股票名称推断主营业务、概念归属、产业链位置或公告事件。",
+            "输出中文，简洁，突出优先级、主要看点、风险点和下一步验证动作。",
+            "这不是投资建议，不要给买卖指令。",
+        ].join("\n"), [
+            "请整理下面的智能选股候选池结果。",
+            "要求:",
+            "1. 给出候选优先级排序和理由。",
+            "2. 标出需要排除或谨慎的点。",
+            "3. 给出下一步最多 3 个验证动作。",
+            "4. 不要重复大段原始表格。",
+            "5. 不要提及候选公司主营业务或具体概念归属，除非原文候选明细已提供该字段。",
+            "",
+            deterministicText,
+        ].join("\n"), {
+            maxTokens: 900,
+            temperature: 0.2,
+        });
+        return [
+            deterministicText,
+            "",
+            "LLM整理:",
+            summary,
+        ].join("\n");
+    }
+    catch (error) {
+        return [
+            deterministicText,
+            "",
+            "LLM整理:",
+            `⚠️ LLM整理失败: ${formatError(error)}`,
+        ].join("\n");
+    }
+}
+export function extractStockCandidatesFromMxResult(result, limit) {
+    const columns = result.columns;
+    const keyMap = buildCandidateColumnKeyMap(columns);
+    const candidates = [];
+    const seen = new Set();
+    for (const row of result.dataList) {
+        const code = readCell(row, keyMap.codeKeys);
+        if (!code) {
+            continue;
+        }
+        const market = readCell(row, keyMap.marketKeys);
+        const symbol = normalizeCandidateSymbol(code, market);
+        if (!symbol || seen.has(symbol)) {
+            continue;
+        }
+        seen.add(symbol);
+        candidates.push({
+            rank: candidates.length + 1,
+            symbol,
+            code,
+            market,
+            name: readCell(row, keyMap.nameKeys) ?? symbol,
+            mx: {
+                latestPrice: readCell(row, keyMap.latestPriceKeys),
+                changePct: readCell(row, keyMap.changePctKeys),
+                pe: readCell(row, keyMap.peKeys),
+                pb: readCell(row, keyMap.pbKeys),
+                turnoverRate: readCell(row, keyMap.turnoverRateKeys),
+                volumeRatio: readCell(row, keyMap.volumeRatioKeys),
+                amount: readCell(row, keyMap.amountKeys),
+                marketValue: readCell(row, keyMap.marketValueKeys),
+            },
+        });
+        if (candidates.length >= limit) {
+            break;
+        }
+    }
+    return candidates;
+}
+function renderCandidatePool(input) {
+    const lines = [
+        `🧭 智能选股候选池: ${input.input.keyword}`,
+        `TickFlow等级: ${formatTickflowApiKeyLevel(input.tickflowApiKeyLevel)} | 候选展示: ${input.candidates.length}/${input.input.limit} | 硬上限: ${MAX_CANDIDATE_LIMIT}`,
+        renderMxSummary(input.mxResult),
+        renderCapabilityPolicy(input.input, input.tickflowApiKeyLevel, input.candidates.length),
+    ];
+    const conditionLines = renderConditions(input.mxResult);
+    if (conditionLines.length > 0) {
+        lines.push("", "条件拆解:", ...conditionLines);
+    }
+    lines.push("", "候选明细:");
+    for (const candidate of input.candidates) {
+        const quote = input.quotesBySymbol.get(candidate.symbol) ?? null;
+        const dailyRows = input.dailyBySymbol.get(candidate.symbol) ?? [];
+        const intradayRows = input.intradayBySymbol.get(candidate.symbol) ?? [];
+        const financial = input.financialBySymbol.get(candidate.symbol) ?? null;
+        lines.push(`${candidate.rank}. ${candidate.name}（${candidate.symbol}）${input.watchlistSymbols.has(candidate.symbol) ? " | 已在本地自选" : ""}`);
+        lines.push(`   - 妙想: ${renderMxCandidateMetrics(candidate)}`);
+        lines.push(`   - TickFlow行情: ${renderQuote(quote)}`);
+        lines.push(`   - 日线: ${renderDailySummary(dailyRows)}`);
+        if (input.input.includeIntraday) {
+            lines.push(`   - 分钟K: ${supportsIntradayKlines(input.tickflowApiKeyLevel) ? renderIntradaySummary(intradayRows) : "当前等级不支持，已跳过"}`);
+        }
+        if (input.input.includeFinancial) {
+            lines.push(`   - 财务: ${input.tickflowApiKeyLevel === "expert" ? renderFinancialMetrics(financial) : "当前等级不是 Expert，已跳过 TickFlow 财务"}`);
+        }
+    }
+    lines.push("", "后续联动建议:");
+    lines.push("- 需要加入本地观察时，先确认具体股票，再调用 `add_stock`；本工具不会自动写入自选。");
+    lines.push("- 需要同步到东方财富自选时，先加入本地自选，再调用 `push_eastmoney_watchlist`。");
+    lines.push("- 需要单股深度分析时，对候选中的 1-2 只再调用 `analyze`，避免一次性拉取过多数据。");
+    if (input.notes.length > 0) {
+        lines.push("", "补数据提示:", ...input.notes.map((note) => `- ${note}`));
+    }
+    return lines.join("\n");
+}
+function renderMxSummary(result) {
+    return `妙想选股: 状态 ${result.status ?? "-"} | 业务码 ${result.code ?? "-"} | 总数 ${result.total} | 接口返回 ${result.dataList.length} | 数据来源 ${result.dataSource}`;
+}
+function renderCapabilityPolicy(input, level, candidateCount) {
+    const parts = [
+        "补数据策略: TickFlow行情 1次批量请求",
+        input.includeDailyKlines ? `日K ${candidateCount}只 x ${input.dailyKlineCount}天` : "日K已关闭",
+        input.includeIntraday
+            ? supportsIntradayKlines(level)
+                ? `分钟K最多 ${Math.min(candidateCount, MAX_INTRADAY_CANDIDATES)}只 x ${input.intradayCount}根`
+                : "分钟K需 Pro/Expert，已跳过"
+            : "分钟K默认关闭",
+        input.includeFinancial
+            ? level === "expert"
+                ? `财务最多 ${Math.min(candidateCount, MAX_FINANCIAL_CANDIDATES)}只`
+                : "财务需 Expert，已跳过"
+            : "财务默认关闭",
+    ];
+    return parts.join("；");
+}
+function renderConditions(result) {
+    const lines = [];
+    if (result.totalCondition) {
+        lines.push(`- 组合条件: ${result.totalCondition.describe}（${result.totalCondition.stockCount ?? "-"} 只）`);
+    }
+    for (const condition of result.responseConditionList.slice(0, 5)) {
+        lines.push(`- ${condition.describe}（${condition.stockCount ?? "-"} 只）`);
+    }
+    return lines;
+}
+function renderMxCandidateMetrics(candidate) {
+    return [
+        candidate.mx.latestPrice ? `最新价 ${candidate.mx.latestPrice}` : null,
+        candidate.mx.changePct ? `涨跌幅 ${candidate.mx.changePct}%` : null,
+        candidate.mx.pe ? `PE ${candidate.mx.pe}` : null,
+        candidate.mx.pb ? `PB ${candidate.mx.pb}` : null,
+        candidate.mx.turnoverRate ? `换手 ${candidate.mx.turnoverRate}%` : null,
+        candidate.mx.amount ? `成交额 ${candidate.mx.amount}` : null,
+        candidate.mx.marketValue ? `总市值 ${candidate.mx.marketValue}` : null,
+    ].filter(Boolean).join("；") || "无核心字段";
+}
+async function loadWatchlistSymbols(watchlistService, notes) {
+    try {
+        return new Set((await watchlistService.list()).map((item) => item.symbol));
+    }
+    catch (error) {
+        notes.push(`本地自选状态读取失败: ${formatError(error)}`);
+        return new Set();
+    }
+}
+async function loadQuotes(quoteService, symbols, notes) {
+    try {
+        const quotes = await quoteService.fetchQuotes(symbols);
+        return new Map(quotes.map((quote) => [quote.symbol, quote]));
+    }
+    catch (error) {
+        notes.push(`TickFlow批量行情获取失败: ${formatError(error)}`);
+        return new Map();
+    }
+}
+async function loadDailyKlines(klineService, candidates, count, notes) {
+    const result = new Map();
+    for (const candidate of candidates) {
+        try {
+            result.set(candidate.symbol, await klineService.fetchKlines(candidate.symbol, {
+                count,
+                adjust: "forward",
+            }));
+        }
+        catch (error) {
+            notes.push(`${candidate.symbol} 日K获取失败: ${formatError(error)}`);
+        }
+    }
+    return result;
+}
+async function loadIntradayKlines(klineService, candidates, count, notes) {
+    const result = new Map();
+    for (const candidate of candidates) {
+        try {
+            result.set(candidate.symbol, await klineService.fetchIntradayKlines(candidate.symbol, {
+                period: "1m",
+                count,
+            }));
+        }
+        catch (error) {
+            notes.push(`${candidate.symbol} 分钟K获取失败: ${formatError(error)}`);
+        }
+    }
+    return result;
+}
+async function loadFinancialMetrics(financialService, candidates, notes) {
+    const result = new Map();
+    for (const candidate of candidates) {
+        try {
+            const rows = await financialService.fetchMetrics(candidate.symbol, { latest: true });
+            if (rows[0]) {
+                result.set(candidate.symbol, rows[0]);
+            }
+        }
+        catch (error) {
+            notes.push(`${candidate.symbol} 财务指标获取失败: ${formatError(error)}`);
+        }
+    }
+    return result;
+}
+function renderQuote(quote) {
+    if (!quote) {
+        return "未返回";
+    }
+    const changePct = resolveTickFlowQuoteChangePct(quote);
+    return [
+        `最新 ${formatNumber(quote.last_price)}`,
+        changePct == null ? null : `涨跌幅 ${formatSignedPct(changePct)}`,
+        quote.timestamp ? `时间 ${formatChinaDateTime(new Date(quote.timestamp))}` : null,
+    ].filter(Boolean).join("；");
+}
+function renderDailySummary(rows) {
+    if (rows.length === 0) {
+        return "未返回";
+    }
+    const last = rows[rows.length - 1];
+    const change5 = calculateWindowChange(rows, 5);
+    const change20 = calculateWindowChange(rows, 20);
+    return [
+        `${rows.length}根`,
+        `${last.trade_date} 收盘 ${formatNumber(last.close)}`,
+        change5 == null ? null : `5日 ${formatSignedPct(change5)}`,
+        change20 == null ? null : `20日 ${formatSignedPct(change20)}`,
+    ].filter(Boolean).join("；");
+}
+function renderIntradaySummary(rows) {
+    if (rows.length === 0) {
+        return "未返回";
+    }
+    const last = rows[rows.length - 1];
+    return `${rows.length}根；${last.trade_date} ${last.trade_time} 收盘 ${formatNumber(last.close)}`;
+}
+function renderFinancialMetrics(row) {
+    if (!row) {
+        return "未返回";
+    }
+    return [
+        `期末 ${row.period_end}`,
+        row.roe == null ? null : `ROE ${formatPercentLike(row.roe)}`,
+        row.gross_margin == null ? null : `毛利率 ${formatPercentLike(row.gross_margin)}`,
+        row.net_income_yoy == null ? null : `净利同比 ${formatPercentLike(row.net_income_yoy)}`,
+        row.debt_to_asset_ratio == null ? null : `资产负债率 ${formatPercentLike(row.debt_to_asset_ratio)}`,
+    ].filter(Boolean).join("；");
+}
+function buildCandidateColumnKeyMap(columns) {
+    return {
+        codeKeys: ["SECURITY_CODE", ...findColumnKeys(columns, [/代码/, /security.*code/i])],
+        nameKeys: ["SECURITY_SHORT_NAME", ...findColumnKeys(columns, [/名称/, /简称/, /security.*name/i])],
+        marketKeys: ["MARKET_SHORT_NAME", ...findColumnKeys(columns, [/市场代码简称/, /market/i])],
+        latestPriceKeys: ["NEWEST_PRICE", ...findColumnKeys(columns, [/最新价/])],
+        changePctKeys: ["CHG", ...findColumnKeys(columns, [/涨跌幅/])],
+        peKeys: findColumnKeys(columns, [/市盈率/]),
+        pbKeys: findColumnKeys(columns, [/市净率/]),
+        turnoverRateKeys: findColumnKeys(columns, [/换手率/]),
+        volumeRatioKeys: findColumnKeys(columns, [/量比/]),
+        amountKeys: findColumnKeys(columns, [/成交额/]),
+        marketValueKeys: findColumnKeys(columns, [/总市值/]),
+    };
+}
+function findColumnKeys(columns, patterns) {
+    return columns
+        .filter((column) => {
+        const text = `${column.title}\n${column.key}`;
+        return patterns.some((pattern) => pattern.test(text));
+    })
+        .map((column) => column.key);
+}
+function readCell(row, keys) {
+    for (const key of keys) {
+        const value = row[key];
+        if (value != null && String(value).trim()) {
+            return String(value).trim();
+        }
+    }
+    return null;
+}
+function normalizeCandidateSymbol(code, market) {
+    const digits = code.match(/\d{6}/)?.[0] ?? code.trim();
+    const normalizedMarket = String(market ?? "").trim().toUpperCase();
+    if (/^\d{6}$/.test(digits) && ["SH", "SZ", "BJ"].includes(normalizedMarket)) {
+        return `${digits}.${normalizedMarket}`;
+    }
+    return normalizeSymbol(digits);
+}
+function calculateWindowChange(rows, windowSize) {
+    if (rows.length <= windowSize) {
+        return null;
+    }
+    const latest = rows[rows.length - 1]?.close;
+    const previous = rows[rows.length - 1 - windowSize]?.close;
+    return calculateChangePct(latest, previous);
+}
+function calculateChangePct(current, previous) {
+    if (current == null || previous == null || !Number.isFinite(current) || !Number.isFinite(previous) || previous === 0) {
+        return null;
+    }
+    return ((current - previous) / previous) * 100;
+}
+function parsePositiveInteger(value, fallback, max) {
+    if (value == null || String(value).trim() === "") {
+        return fallback;
+    }
+    const numeric = Number(value);
+    if (!Number.isFinite(numeric) || numeric <= 0) {
+        throw new Error("number must be greater than 0");
+    }
+    return Math.min(Math.trunc(numeric), max);
+}
+function parseOptionalBoolean(value, fallback) {
+    if (typeof value === "boolean") {
+        return value;
+    }
+    if (typeof value === "string") {
+        const normalized = value.trim().toLowerCase();
+        if (["true", "1", "yes", "on"].includes(normalized)) {
+            return true;
+        }
+        if (["false", "0", "no", "off"].includes(normalized)) {
+            return false;
+        }
+    }
+    return fallback;
+}
+function formatNumber(value) {
+    if (!Number.isFinite(value)) {
+        return "-";
+    }
+    return value.toFixed(2);
+}
+function formatSignedPct(value) {
+    return `${value >= 0 ? "+" : ""}${value.toFixed(2)}%`;
+}
+function formatPercentLike(value) {
+    return `${value.toFixed(2)}%`;
+}
+function formatError(error) {
+    return error instanceof Error ? error.message : String(error);
+}

package/dist/types/mx-data.d.ts

@@ -0,0 +1,23 @@
+export interface MxDataEntityTag {
+    fullName: string | null;
+    secuCode: string | null;
+    marketChar: string | null;
+    entityTypeName: string | null;
+    className: string | null;
+}
+export interface MxDataTable {
+    title: string;
+    code: string | null;
+    entityName: string | null;
+    rows: Array<Record<string, string>>;
+    fieldnames: string[];
+}
+export interface MxDataResult {
+    status: number | null;
+    message: string | null;
+    questionId: string | null;
+    entityTags: MxDataEntityTag[];
+    conditionParts: string[];
+    tables: MxDataTable[];
+    totalRows: number;
+}

package/dist/types/mx-data.js

@@ -0,0 +1 @@
+export {};

package/dist/types/mx-select-stock.d.ts

@@ -21,6 +21,7 @@ export interface MxSelectStockResult {
     total: number;
     totalRecordCount: number;
     parserText: string | null;
+    dataSource: "dataList" | "partialResults" | "none";
     columns: MxSelectStockColumn[];
     dataList: Array<Record<string, unknown>>;
     responseConditionList: MxSelectStockCondition[];

package/dist/types/mx-self-select.d.ts

@@ -0,0 +1,30 @@
+export interface MxSelfSelectColumn {
+    title: string;
+    key: string;
+}
+export interface MxSelfSelectStock {
+    symbol: string;
+    rawSymbol: string | null;
+    name: string;
+    latestPrice: string | null;
+    changePercent: string | null;
+    changeAmount: string | null;
+    turnoverRate: string | null;
+    volumeRatio: string | null;
+    raw: Record<string, unknown>;
+}
+export interface MxSelfSelectResult {
+    status: number | null;
+    code: string | null;
+    message: string | null;
+    columns: MxSelfSelectColumn[];
+    stocks: MxSelfSelectStock[];
+    raw: unknown;
+}
+export interface MxSelfSelectManageResult {
+    status: number | null;
+    code: string | null;
+    message: string | null;
+    query: string;
+    raw: unknown;
+}

package/dist/types/mx-self-select.js

@@ -0,0 +1 @@
+export {};