aria-code 0.167.0__py3-none-win_amd64.whl
This diff represents the content of publicly available package versions that have been released to one of the supported registries. The information contained in this diff is provided for informational purposes only and reflects changes between package versions as they appear in their respective public registries.
- aria_bots/__init__.py +7 -0
- aria_bots/channels/README.md +97 -0
- aria_bots/channels/__init__.py +1 -0
- aria_bots/channels/approvals.py +263 -0
- aria_bots/channels/conversation.py +280 -0
- aria_bots/channels/digest.py +186 -0
- aria_bots/channels/registry.py +95 -0
- aria_bots/engine.py +144 -0
- aria_bots/feishu_bot.py +1385 -0
- aria_bots/logistics/__init__.py +1 -0
- aria_bots/logistics/carriers.py +253 -0
- aria_bots/logistics/freight.py +154 -0
- aria_bots/logistics/inventory.py +242 -0
- aria_bots/logistics/mcp_server.py +156 -0
- aria_bots/logistics/records.py +119 -0
- aria_bots/logistics/tenancy.py +152 -0
- aria_bots/market.py +91 -0
- aria_bots/relay_client.py +326 -0
- aria_bots/telegram_bot.py +299 -0
- aria_code/__init__.py +111 -0
- aria_code/_bin/aria-native.exe +0 -0
- aria_code/_bin/aria-runtime.exe +0 -0
- aria_code/_version.py +20 -0
- aria_code/account_memory.py +296 -0
- aria_code/account_session.py +166 -0
- aria_code/adk_apps/__init__.py +1 -0
- aria_code/adk_apps/aria_code_review/__init__.py +1 -0
- aria_code/adk_apps/aria_code_review/agent.py +32 -0
- aria_code/adk_apps/aria_research/__init__.py +1 -0
- aria_code/adk_apps/aria_research/agent.py +31 -0
- aria_code/agents/__init__.py +49 -0
- aria_code/agents/base.py +329 -0
- aria_code/agents/code_review.py +200 -0
- aria_code/agents/deep/__init__.py +37 -0
- aria_code/agents/deep/calibration_loop.py +144 -0
- aria_code/agents/deep/critic.py +125 -0
- aria_code/agents/deep/deepen.py +193 -0
- aria_code/agents/deep/models.py +149 -0
- aria_code/agents/deep/pipeline.py +164 -0
- aria_code/agents/deep/quant_fusion.py +192 -0
- aria_code/agents/deep/themes.py +95 -0
- aria_code/agents/deep/tiers.py +106 -0
- aria_code/agents/engineering/__init__.py +14 -0
- aria_code/agents/engineering/coder.py +222 -0
- aria_code/agents/engineering/tester.py +145 -0
- aria_code/agents/financial/__init__.py +21 -0
- aria_code/agents/financial/cashflow_burn.py +119 -0
- aria_code/agents/financial/catalyst.py +279 -0
- aria_code/agents/financial/corporate_finance.py +175 -0
- aria_code/agents/financial/debate.py +224 -0
- aria_code/agents/financial/earnings.py +315 -0
- aria_code/agents/financial/fundamental.py +178 -0
- aria_code/agents/financial/macro.py +111 -0
- aria_code/agents/financial/news.py +231 -0
- aria_code/agents/financial/risk.py +146 -0
- aria_code/agents/financial/sector.py +279 -0
- aria_code/agents/financial/strategist.py +121 -0
- aria_code/agents/financial/stripe_revenue.py +127 -0
- aria_code/agents/financial/synthesis.py +274 -0
- aria_code/agents/financial/technical.py +277 -0
- aria_code/agents/orchestrator.py +44 -0
- aria_code/agents/portfolio_agent.py +392 -0
- aria_code/agents/realty/__init__.py +62 -0
- aria_code/agents/realty/asset_diagnosis.py +152 -0
- aria_code/agents/realty/business_match.py +166 -0
- aria_code/agents/realty/cashflow_verify.py +209 -0
- aria_code/agents/realty/contract_rules.py +210 -0
- aria_code/agents/realty/energy_anomaly.py +189 -0
- aria_code/agents/realty/exit_settlement.py +208 -0
- aria_code/agents/realty/fulfillment_risk.py +206 -0
- aria_code/agents/realty/ops_optimize.py +160 -0
- aria_code/agents/realty/revenue_share.py +215 -0
- aria_code/agents/registry.py +168 -0
- aria_code/agents/signal_scheme.py +111 -0
- aria_code/agents/sports/__init__.py +0 -0
- aria_code/agents/sports/football_agent.py +197 -0
- aria_code/agents/supervisor.py +113 -0
- aria_code/agents/team.py +500 -0
- aria_code/agents/video/__init__.py +16 -0
- aria_code/agents/video/director.py +376 -0
- aria_code/agents/video/qa_agent.py +143 -0
- aria_code/agents/video/script_doctor.py +112 -0
- aria_code/agents/warehouse/__init__.py +25 -0
- aria_code/agents/warehouse/contracts.py +26 -0
- aria_code/agents/warehouse/dashboard.py +155 -0
- aria_code/agents/warehouse/fulfillment_leadtime.py +95 -0
- aria_code/agents/warehouse/inbound_exceptions.py +25 -0
- aria_code/agents/warehouse/inventory_health.py +24 -0
- aria_code/agents/warehouse/local_run.py +71 -0
- aria_code/agents/warehouse/local_snapshot.py +132 -0
- aria_code/agents/warehouse/logistics_cost.py +84 -0
- aria_code/agents/warehouse/logistics_sync.py +21 -0
- aria_code/agents/warehouse/navigation.schema.json +110 -0
- aria_code/agents/warehouse/task_agent.py +172 -0
- aria_code/agents/warehouse/workflow.py +31 -0
- aria_code/aliyun_data_client.py +4 -0
- aria_code/apps/README.md +12 -0
- aria_code/apps/__init__.py +2 -0
- aria_code/apps/channels/README.md +9 -0
- aria_code/apps/channels/__init__.py +17 -0
- aria_code/apps/channels/approvals.py +11 -0
- aria_code/apps/channels/conversation.py +11 -0
- aria_code/apps/channels/digest.py +11 -0
- aria_code/apps/channels/intake.py +92 -0
- aria_code/apps/channels/registry.py +11 -0
- aria_code/apps/channels/tradingview.py +94 -0
- aria_code/apps/cli/README.md +13 -0
- aria_code/apps/cli/__init__.py +2 -0
- aria_code/apps/cli/_optional.py +120 -0
- aria_code/apps/cli/app_server.py +656 -0
- aria_code/apps/cli/auto_update.py +125 -0
- aria_code/apps/cli/bootstrap.py +206 -0
- aria_code/apps/cli/broker_render.py +206 -0
- aria_code/apps/cli/chat_turn.py +1327 -0
- aria_code/apps/cli/cloud_models.py +231 -0
- aria_code/apps/cli/codegen_paths.py +29 -0
- aria_code/apps/cli/commands/__init__.py +34 -0
- aria_code/apps/cli/commands/_business_render.py +78 -0
- aria_code/apps/cli/commands/_ui.py +71 -0
- aria_code/apps/cli/commands/analysis_cmds.py +378 -0
- aria_code/apps/cli/commands/ashare_prediction_cmds.py +327 -0
- aria_code/apps/cli/commands/auth_cmds.py +215 -0
- aria_code/apps/cli/commands/backtest_cmds.py +2518 -0
- aria_code/apps/cli/commands/broker_cmds.py +1236 -0
- aria_code/apps/cli/commands/business_workflow_cmds.py +379 -0
- aria_code/apps/cli/commands/canvas_cmds.py +77 -0
- aria_code/apps/cli/commands/catalog.py +189 -0
- aria_code/apps/cli/commands/core_cmds.py +2748 -0
- aria_code/apps/cli/commands/data_cmds.py +521 -0
- aria_code/apps/cli/commands/diagnostic_cmds.py +285 -0
- aria_code/apps/cli/commands/diagnostic_ops_cmds.py +813 -0
- aria_code/apps/cli/commands/engineering_cmds.py +399 -0
- aria_code/apps/cli/commands/file_cmds.py +312 -0
- aria_code/apps/cli/commands/finance_service_cmds.py +60 -0
- aria_code/apps/cli/commands/fx_commodity_cmds.py +123 -0
- aria_code/apps/cli/commands/market.py +544 -0
- aria_code/apps/cli/commands/market_cmds.py +1419 -0
- aria_code/apps/cli/commands/market_context.py +432 -0
- aria_code/apps/cli/commands/market_render.py +7 -0
- aria_code/apps/cli/commands/model_cmds.py +2374 -0
- aria_code/apps/cli/commands/ops_cmds.py +721 -0
- aria_code/apps/cli/commands/orchestrator_cmds.py +181 -0
- aria_code/apps/cli/commands/pdf_export_cmds.py +125 -0
- aria_code/apps/cli/commands/portfolio_cmds.py +1316 -0
- aria_code/apps/cli/commands/report.py +476 -0
- aria_code/apps/cli/commands/scaffold_templates.py +617 -0
- aria_code/apps/cli/commands/session_cmds.py +236 -0
- aria_code/apps/cli/commands/session_ux_cmds.py +359 -0
- aria_code/apps/cli/commands/team.py +723 -0
- aria_code/apps/cli/commands/team_render.py +8 -0
- aria_code/apps/cli/commands/ui_cmds.py +401 -0
- aria_code/apps/cli/commands/warehouse_cmds.py +297 -0
- aria_code/apps/cli/commands/workflow_cmds.py +629 -0
- aria_code/apps/cli/commands/workspace_cmds.py +1543 -0
- aria_code/apps/cli/config_paths.py +73 -0
- aria_code/apps/cli/config_store.py +158 -0
- aria_code/apps/cli/constants.py +88 -0
- aria_code/apps/cli/context.py +34 -0
- aria_code/apps/cli/conversation_policy.py +53 -0
- aria_code/apps/cli/deterministic.py +200 -0
- aria_code/apps/cli/direct.py +48 -0
- aria_code/apps/cli/earnings_view.py +172 -0
- aria_code/apps/cli/endpoint_migration.py +64 -0
- aria_code/apps/cli/exec_events.py +255 -0
- aria_code/apps/cli/file_references.py +155 -0
- aria_code/apps/cli/finance_service_catalog.py +111 -0
- aria_code/apps/cli/football_reports.py +231 -0
- aria_code/apps/cli/github_app_auth.py +135 -0
- aria_code/apps/cli/google_login.py +239 -0
- aria_code/apps/cli/handlers/__init__.py +11 -0
- aria_code/apps/cli/handlers/broker_handlers.py +122 -0
- aria_code/apps/cli/handlers/chart_handlers.py +1314 -0
- aria_code/apps/cli/handlers/market_handlers.py +2570 -0
- aria_code/apps/cli/handlers/realty_handlers.py +114 -0
- aria_code/apps/cli/handlers/sports_handlers.py +22 -0
- aria_code/apps/cli/handlers/strategy_advice.py +82 -0
- aria_code/apps/cli/headless.py +352 -0
- aria_code/apps/cli/helpers.py +326 -0
- aria_code/apps/cli/hooks.py +180 -0
- aria_code/apps/cli/i18n.py +310 -0
- aria_code/apps/cli/intent.py +136 -0
- aria_code/apps/cli/intent_router.py +305 -0
- aria_code/apps/cli/intent_shadow.py +72 -0
- aria_code/apps/cli/intent_signals.py +347 -0
- aria_code/apps/cli/lifecycle_hooks.py +48 -0
- aria_code/apps/cli/local_tool_schemas.py +550 -0
- aria_code/apps/cli/main.py +39 -0
- aria_code/apps/cli/market_hours.py +100 -0
- aria_code/apps/cli/market_metadata.py +135 -0
- aria_code/apps/cli/market_universe.py +487 -0
- aria_code/apps/cli/message_processing.py +310 -0
- aria_code/apps/cli/mixin_binding.py +32 -0
- aria_code/apps/cli/model_catalog.py +652 -0
- aria_code/apps/cli/model_probe.py +169 -0
- aria_code/apps/cli/model_retirement.py +65 -0
- aria_code/apps/cli/native_branding.py +12 -0
- aria_code/apps/cli/native_bridge.py +118 -0
- aria_code/apps/cli/native_entry.py +58 -0
- aria_code/apps/cli/pdf_report.py +977 -0
- aria_code/apps/cli/plan_mode.py +139 -0
- aria_code/apps/cli/plotly_html.py +15 -0
- aria_code/apps/cli/prediction_feedback.py +202 -0
- aria_code/apps/cli/preflight.py +502 -0
- aria_code/apps/cli/project_aria.py +60 -0
- aria_code/apps/cli/prompt_assembly.py +78 -0
- aria_code/apps/cli/prompts/__init__.py +0 -0
- aria_code/apps/cli/prompts/coding.py +71 -0
- aria_code/apps/cli/prompts/select.py +193 -0
- aria_code/apps/cli/prompts/system_prompts.py +562 -0
- aria_code/apps/cli/prompts/ui.py +436 -0
- aria_code/apps/cli/provider_endpoints.py +237 -0
- aria_code/apps/cli/provider_keys.py +73 -0
- aria_code/apps/cli/providers/__init__.py +1 -0
- aria_code/apps/cli/providers/base.py +775 -0
- aria_code/apps/cli/providers/chat_routing.py +139 -0
- aria_code/apps/cli/providers/collaboration.py +98 -0
- aria_code/apps/cli/providers/llm/__init__.py +1 -0
- aria_code/apps/cli/providers/llm/offline_responses.py +68 -0
- aria_code/apps/cli/providers/llm/ollama_stream.py +1574 -0
- aria_code/apps/cli/providers/llm/response_cache.py +60 -0
- aria_code/apps/cli/providers/llm/sse_stream.py +298 -0
- aria_code/apps/cli/providers/runtime_bridge.py +586 -0
- aria_code/apps/cli/providers/vertexai_stream.py +592 -0
- aria_code/apps/cli/release_download.py +159 -0
- aria_code/apps/cli/review_runner.py +111 -0
- aria_code/apps/cli/runtime_consumer.py +769 -0
- aria_code/apps/cli/sandbox.py +32 -0
- aria_code/apps/cli/session_export.py +120 -0
- aria_code/apps/cli/session_jsonl.py +208 -0
- aria_code/apps/cli/session_refresh.py +123 -0
- aria_code/apps/cli/session_store.py +125 -0
- aria_code/apps/cli/skills_catalog.py +273 -0
- aria_code/apps/cli/task_isolation.py +211 -0
- aria_code/apps/cli/terminal_chrome.py +412 -0
- aria_code/apps/cli/todo_tracker.py +190 -0
- aria_code/apps/cli/tool_executor.py +932 -0
- aria_code/apps/cli/tool_registry.py +34 -0
- aria_code/apps/cli/tool_scope.py +113 -0
- aria_code/apps/cli/tools/__init__.py +40 -0
- aria_code/apps/cli/tools/context.py +46 -0
- aria_code/apps/cli/tools/file_tools.py +181 -0
- aria_code/apps/cli/tools/market_tools.py +626 -0
- aria_code/apps/cli/tools/notebook_tools.py +111 -0
- aria_code/apps/cli/tools/system_tools.py +656 -0
- aria_code/apps/cli/tools/write_tools.py +961 -0
- aria_code/apps/cli/tradingview_bridge.py +529 -0
- aria_code/apps/cli/transactions.py +269 -0
- aria_code/apps/cli/turn_planning.py +137 -0
- aria_code/apps/cli/update_check.py +257 -0
- aria_code/apps/cli/updater.py +373 -0
- aria_code/apps/cli/utils/__init__.py +0 -0
- aria_code/apps/cli/utils/market_detect.py +1663 -0
- aria_code/apps/cli/web_login.py +136 -0
- aria_code/apps/cli/workflow_runner.py +127 -0
- aria_code/apps/cli/workspace_route.py +121 -0
- aria_code/apps/daemon/README.md +14 -0
- aria_code/apps/vscode/README.md +115 -0
- aria_code/apps/vscode/package.json +70 -0
- aria_code/aria_cli.py +5244 -0
- aria_code/aria_daemon.py +1372 -0
- aria_code/aria_feishu_bot.py +16 -0
- aria_code/aria_mcp_server.py +61 -0
- aria_code/aria_relay_client.py +4 -0
- aria_code/aria_telegram_bot.py +11 -0
- aria_code/ariarc.py +385 -0
- aria_code/artifacts.py +581 -0
- aria_code/backtest_engine.py +4 -0
- aria_code/backtest_report.py +4 -0
- aria_code/brokers/__init__.py +78 -0
- aria_code/brokers/automation.py +193 -0
- aria_code/brokers/base.py +231 -0
- aria_code/brokers/capabilities.py +264 -0
- aria_code/brokers/cn/__init__.py +10 -0
- aria_code/brokers/cn/easytrader_broker.py +193 -0
- aria_code/brokers/cn/futu_broker.py +194 -0
- aria_code/brokers/cn/longbridge_broker.py +190 -0
- aria_code/brokers/cn/tiger_broker.py +196 -0
- aria_code/brokers/cn/xtquant_broker.py +225 -0
- aria_code/brokers/config.py +414 -0
- aria_code/brokers/intl/__init__.py +5 -0
- aria_code/brokers/intl/alpaca_broker.py +183 -0
- aria_code/brokers/intl/ibkr_broker.py +215 -0
- aria_code/brokers/intl/trading212_broker.py +183 -0
- aria_code/brokers/intl/webull_broker.py +156 -0
- aria_code/brokers/paper_broker.py +266 -0
- aria_code/brokers/planning.py +296 -0
- aria_code/brokers/registry.py +213 -0
- aria_code/brokers/trading.py +267 -0
- aria_code/canva_client.py +4 -0
- aria_code/change_store.py +127 -0
- aria_code/clients/__init__.py +0 -0
- aria_code/clients/aliyun_data_client.py +660 -0
- aria_code/clients/aria_relay_client.py +16 -0
- aria_code/clients/canva_client.py +284 -0
- aria_code/clients/figma_client.py +100 -0
- aria_code/clients/football_data_client.py +1671 -0
- aria_code/clients/kling_video_client.py +182 -0
- aria_code/clients/market_data_client.py +1985 -0
- aria_code/clients/openai_image_client.py +242 -0
- aria_code/clients/runway_video_client.py +157 -0
- aria_code/clients/warehouse_erp_client.py +105 -0
- aria_code/cloud_memory.py +190 -0
- aria_code/command_safety.py +19 -0
- aria_code/computer_use_server.py +276 -0
- aria_code/computer_use_tools.py +4 -0
- aria_code/dashboard_generator.py +579 -0
- aria_code/data_analysis_tools.py +4 -0
- aria_code/data_cleaner.py +483 -0
- aria_code/data_service.py +513 -0
- aria_code/datasources/__init__.py +23 -0
- aria_code/datasources/base.py +166 -0
- aria_code/datasources/router.py +253 -0
- aria_code/datasources/sec_statements.py +217 -0
- aria_code/datasources/sources/__init__.py +15 -0
- aria_code/datasources/sources/akshare_source.py +269 -0
- aria_code/datasources/sources/alpha_vantage_source.py +203 -0
- aria_code/datasources/sources/edgar_source.py +219 -0
- aria_code/datasources/sources/finnhub_source.py +198 -0
- aria_code/datasources/sources/fred_source.py +223 -0
- aria_code/datasources/sources/tushare_source.py +143 -0
- aria_code/datasources/sources/web_scraper_source.py +278 -0
- aria_code/datasources/sources/world_bank_source.py +206 -0
- aria_code/datasources/sources/yfinance_source.py +152 -0
- aria_code/doctor.py +860 -0
- aria_code/domain/__init__.py +0 -0
- aria_code/domain/_finance_core/__init__.py +5 -0
- aria_code/domain/_finance_core/backtest_engine.py +325 -0
- aria_code/domain/_finance_core/performance_stats.py +101 -0
- aria_code/domain/backtest_engine.py +75 -0
- aria_code/domain/backtest_report.py +488 -0
- aria_code/domain/finance_formulas.py +389 -0
- aria_code/domain/performance_stats.py +6 -0
- aria_code/domain/portfolio_ledger.py +307 -0
- aria_code/domain/strategy_vault.py +421 -0
- aria_code/evals/__init__.py +37 -0
- aria_code/evals/behavior.py +113 -0
- aria_code/evals/gap.py +93 -0
- aria_code/evals/harness.py +949 -0
- aria_code/evals/review_probe.py +132 -0
- aria_code/evals/runner.py +425 -0
- aria_code/evals/scorecard.py +322 -0
- aria_code/evals/summary.py +125 -0
- aria_code/external_agent_runner.py +115 -0
- aria_code/figma_client.py +4 -0
- aria_code/file_analysis_tools.py +4 -0
- aria_code/finance_formulas.py +4 -0
- aria_code/football_data_client.py +4 -0
- aria_code/image_gen_tools.py +4 -0
- aria_code/intent_classifier.py +459 -0
- aria_code/kling_video_client.py +4 -0
- aria_code/licensing.py +151 -0
- aria_code/local_finance_tools.py +4 -0
- aria_code/local_image_provider.py +4 -0
- aria_code/local_llm_provider.py +4 -0
- aria_code/macro_tools.py +4 -0
- aria_code/markdown_pdf.py +289 -0
- aria_code/market_data_client.py +4 -0
- aria_code/mcp_client.py +744 -0
- aria_code/memory_manager.py +273 -0
- aria_code/model_capability.py +512 -0
- aria_code/notification_tools.py +4 -0
- aria_code/openai_image_client.py +4 -0
- aria_code/packages/__init__.py +26 -0
- aria_code/packages/adk_bridge/__init__.py +11 -0
- aria_code/packages/adk_bridge/code_review_tools.py +49 -0
- aria_code/packages/adk_bridge/market_tools.py +125 -0
- aria_code/packages/aria_agents/__init__.py +5 -0
- aria_code/packages/aria_agents/manifest.py +78 -0
- aria_code/packages/aria_core/__init__.py +34 -0
- aria_code/packages/aria_core/architecture.py +269 -0
- aria_code/packages/aria_core/export.py +147 -0
- aria_code/packages/aria_core/manifest.py +65 -0
- aria_code/packages/aria_core/paths.py +57 -0
- aria_code/packages/aria_core/secure_file.py +68 -0
- aria_code/packages/aria_infra/__init__.py +15 -0
- aria_code/packages/aria_infra/arthera.py +58 -0
- aria_code/packages/aria_infra/doctor.py +246 -0
- aria_code/packages/aria_infra/product.py +40 -0
- aria_code/packages/aria_mcp/__init__.py +25 -0
- aria_code/packages/aria_mcp/bridge.py +232 -0
- aria_code/packages/aria_mcp/circuit.py +82 -0
- aria_code/packages/aria_mcp/config.py +162 -0
- aria_code/packages/aria_mcp/installer.py +95 -0
- aria_code/packages/aria_mcp/server.py +1705 -0
- aria_code/packages/aria_mcp/tools.py +81 -0
- aria_code/packages/aria_sdk/__init__.py +19 -0
- aria_code/packages/aria_sdk/client.py +393 -0
- aria_code/packages/aria_sdk/providers.py +70 -0
- aria_code/packages/aria_sdk/streaming.py +75 -0
- aria_code/packages/aria_sdk/types.py +86 -0
- aria_code/packages/aria_services/__init__.py +92 -0
- aria_code/packages/aria_services/cache.py +60 -0
- aria_code/packages/aria_services/context.py +356 -0
- aria_code/packages/aria_services/context_checkpoints.py +157 -0
- aria_code/packages/aria_services/data.py +11 -0
- aria_code/packages/aria_services/provider_health.py +304 -0
- aria_code/packages/aria_services/references.py +247 -0
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- aria_code/review_service.py +497 -0
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- aria_code/runtime/acceptance.py +632 -0
- aria_code/runtime/agent_loop.py +1851 -0
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- aria_code/runtime/budget.py +232 -0
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- aria_code-0.167.0.dist-info/top_level.txt +2 -0
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"""
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agents/financial/catalyst.py — 催化剂检测 Agent
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================================================
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识别近期/即将到来的价格催化剂:财报日、股息除权、
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分析师评级变化、大宗交易/大股东增减持。
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"""
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from __future__ import annotations
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import logging
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from datetime import datetime, timedelta, timezone
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from typing import Any, Dict, List, Optional
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from ..base import BaseAgent, AgentResult
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logger = logging.getLogger(__name__)
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class CatalystAgent(BaseAgent):
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name = "catalyst"
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description = "催化剂检测 — 财报日、股息除权、分析师评级变化"
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_SYSTEM = (
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"You are an event-driven equity analyst. Analyze the upcoming and recent "
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"catalysts for a stock: earnings dates, ex-dividend dates, analyst rating "
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"changes, and insider activity. Assess whether these catalysts are "
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"likely to be POSITIVE (price-driving), NEUTRAL, or NEGATIVE. "
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"Focus on timing: catalysts within 14 days are high-impact. "
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"Conclude with: POSITIVE / NEUTRAL / NEGATIVE"
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)
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async def fetch_data(self, symbol: str) -> Dict[str, Any]:
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data = await super().fetch_data(symbol)
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catalysts: Dict[str, Any] = {}
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try:
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import yfinance as yf
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ticker = yf.Ticker(symbol)
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# 1. Earnings calendar
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try:
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cal = ticker.calendar
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if cal is not None:
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if hasattr(cal, "to_dict"):
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cal = cal.to_dict()
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if isinstance(cal, dict):
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for k in ("Earnings Date", "earnings_date", "earningsDate"):
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v = cal.get(k)
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if v:
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catalysts["earnings_date"] = str(v[0] if isinstance(v, list) else v)
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break
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except Exception as e:
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logger.debug("[catalyst] calendar fetch %s: %s", symbol, e)
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# 2. Recent analyst recommendations
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try:
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recs = ticker.recommendations
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if recs is not None and not recs.empty:
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recs = recs.sort_index(ascending=False)
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recent_recs = recs.head(5)
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rec_list = []
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for ts, row in recent_recs.iterrows():
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rec_list.append({
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"date": str(ts)[:10],
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"firm": str(row.get("Firm", row.get("firm", ""))),
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"grade": str(row.get("To Grade", row.get("toGrade", row.get("action", "")))),
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"prev": str(row.get("From Grade", row.get("fromGrade", ""))),
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"action": str(row.get("Action", row.get("action", ""))),
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})
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catalysts["recommendations"] = rec_list
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except Exception as e:
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logger.debug("[catalyst] recs fetch %s: %s", symbol, e)
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# 3. Upcoming dividend
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try:
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info = ticker.info or {}
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ex_div = info.get("exDividendDate")
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div_rate = info.get("dividendRate") or info.get("trailingAnnualDividendRate")
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if ex_div:
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from datetime import date
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ex_date = datetime.fromtimestamp(ex_div, tz=timezone.utc).date()
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days_to_exdiv = (ex_date - date.today()).days
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catalysts["ex_dividend"] = {
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"date": str(ex_date),
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"days_away": days_to_exdiv,
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"annual_rate": div_rate,
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}
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except Exception as e:
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logger.debug("[catalyst] dividend fetch %s: %s", symbol, e)
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# 4. Short interest (proxy for contrarian catalyst)
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try:
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info = ticker.info or {}
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short_ratio = info.get("shortRatio")
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short_pct = info.get("shortPercentOfFloat")
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if short_ratio or short_pct:
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catalysts["short_interest"] = {
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"ratio": short_ratio,
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"pct_float": short_pct,
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}
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except Exception as e:
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logger.debug("[catalyst] short interest %s: %s", symbol, e)
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except Exception as e:
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logger.debug("[catalyst] yfinance init %s: %s", symbol, e)
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data["catalysts"] = catalysts
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return data
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async def analyze(self, symbol: str, data: Dict[str, Any]) -> AgentResult:
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catalysts = data.get("catalysts", {})
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quote = data.get("quote", {})
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price = quote.get("price", 0)
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if not catalysts:
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return AgentResult(
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agent=self.name, symbol=symbol,
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analysis=f"{symbol}: 未获取到催化剂数据。",
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confidence=0.3, signal="HOLD",
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key_points=["无近期催化剂数据"],
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)
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catalyst_block = _format_catalysts(catalysts)
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urgency = _assess_urgency(catalysts)
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prompt = (
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f"Stock: {symbol} Price: {price}\n\n"
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f"Catalysts:\n{catalyst_block}\n\n"
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"Evaluate:\n"
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"1. Most impactful upcoming catalyst and timing\n"
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"2. Analyst sentiment trend (upgrades vs downgrades)\n"
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"3. Event-driven trade setup (if any)\n"
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"4. Risk of negative surprise\n"
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"5. Conclude: POSITIVE / NEUTRAL / NEGATIVE"
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)
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analysis = await self._call_llm(self._SYSTEM, prompt, max_tokens=450)
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if not analysis:
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analysis = _template_analysis(symbol, catalysts, urgency)
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signal, confidence = _derive_signal(analysis, catalysts, urgency)
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key_points = _build_key_points(catalysts, urgency)
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return AgentResult(
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agent=self.name, symbol=symbol,
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analysis=analysis,
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confidence=confidence,
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signal=signal,
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key_points=key_points,
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data_used=catalysts,
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)
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# ── Helpers ───────────────────────────────────────────────────────────────────
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def _format_catalysts(c: Dict) -> str:
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lines = []
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159
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+
|
|
160
|
+
if "earnings_date" in c:
|
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161
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+
ed = c["earnings_date"]
|
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162
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+
try:
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163
|
+
ed_dt = datetime.fromisoformat(str(ed).split()[0])
|
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164
|
+
days = (ed_dt.date() - datetime.today().date()).days
|
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165
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+
timing = f"({days}天后)" if days >= 0 else f"({-days}天前)"
|
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166
|
+
except Exception:
|
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167
|
+
timing = ""
|
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168
|
+
lines.append(f"财报日: {ed}{timing}")
|
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169
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+
|
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170
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+
if "ex_dividend" in c:
|
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+
d = c["ex_dividend"]
|
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+
days_away = d.get("days_away", 999)
|
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173
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+
rate = d.get("annual_rate", "")
|
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174
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+
rate_str = f" 年化股息 {rate:.2f}" if rate else ""
|
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+
lines.append(f"除息日: {d.get('date','')}({days_away}天后){rate_str}")
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+
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+
if "recommendations" in c:
|
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+
for r in c["recommendations"][:3]:
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+
action = r.get("action", "").upper()
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+
firm = r.get("firm", "")
|
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grade = r.get("grade", "")
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prev = r.get("prev", "")
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change = f"{prev} → {grade}" if prev and prev != grade else grade
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lines.append(f"分析师评级: [{r.get('date','')}] {firm} {action} {change}")
|
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+
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|
+
if "short_interest" in c:
|
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|
+
si = c["short_interest"]
|
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+
ratio = si.get("ratio")
|
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+
pct = si.get("pct_float")
|
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+
parts = []
|
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+
if ratio: parts.append(f"空头比率 {ratio:.1f}x")
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+
if pct: parts.append(f"流通股空仓 {pct*100:.1f}%")
|
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193
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+
if parts: lines.append(f"空头数据: {', '.join(parts)}")
|
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194
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+
|
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+
return "\n".join(lines) or "无催化剂数据"
|
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196
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+
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197
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+
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198
|
+
def _assess_urgency(c: Dict) -> str:
|
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|
+
if "earnings_date" in c:
|
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+
try:
|
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+
ed_dt = datetime.fromisoformat(str(c["earnings_date"]).split()[0])
|
|
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|
+
days = (ed_dt.date() - datetime.today().date()).days
|
|
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|
+
if 0 <= days <= 7:
|
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|
+
return "high"
|
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|
+
if 0 <= days <= 14:
|
|
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|
+
return "medium"
|
|
207
|
+
except Exception:
|
|
208
|
+
pass
|
|
209
|
+
exdiv = c.get("ex_dividend", {})
|
|
210
|
+
if 0 <= exdiv.get("days_away", 999) <= 5:
|
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211
|
+
return "high"
|
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|
+
return "low"
|
|
213
|
+
|
|
214
|
+
|
|
215
|
+
def _derive_signal(analysis: str, c: Dict, urgency: str) -> tuple[str, float]:
|
|
216
|
+
text = analysis.upper()
|
|
217
|
+
recs = c.get("recommendations", [])
|
|
218
|
+
upgrades = sum(1 for r in recs if "UPGRAD" in r.get("action", "").upper())
|
|
219
|
+
downgrades = sum(1 for r in recs if "DOWNGRAD" in r.get("action", "").upper())
|
|
220
|
+
|
|
221
|
+
if "POSITIVE" in text:
|
|
222
|
+
conf = 0.65 if urgency == "high" else 0.55
|
|
223
|
+
return "BUY", conf
|
|
224
|
+
if "NEGATIVE" in text:
|
|
225
|
+
conf = 0.65 if urgency == "high" else 0.55
|
|
226
|
+
return "SELL", conf
|
|
227
|
+
|
|
228
|
+
if upgrades > downgrades:
|
|
229
|
+
return "BUY", 0.5
|
|
230
|
+
if downgrades > upgrades:
|
|
231
|
+
return "SELL", 0.5
|
|
232
|
+
return "HOLD", 0.4
|
|
233
|
+
|
|
234
|
+
|
|
235
|
+
def _build_key_points(c: Dict, urgency: str) -> List[str]:
|
|
236
|
+
points = []
|
|
237
|
+
if "earnings_date" in c:
|
|
238
|
+
try:
|
|
239
|
+
ed_dt = datetime.fromisoformat(str(c["earnings_date"]).split()[0])
|
|
240
|
+
days = (ed_dt.date() - datetime.today().date()).days
|
|
241
|
+
points.append(f"财报日在 {days} 天后" if days >= 0 else f"财报 {-days} 天前已公布")
|
|
242
|
+
except Exception:
|
|
243
|
+
points.append(f"财报日: {c['earnings_date']}")
|
|
244
|
+
if "ex_dividend" in c:
|
|
245
|
+
d = c["ex_dividend"]
|
|
246
|
+
points.append(f"除息日 {d.get('date','')}({d.get('days_away','')}天)")
|
|
247
|
+
recs = c.get("recommendations", [])
|
|
248
|
+
if recs:
|
|
249
|
+
latest = recs[0]
|
|
250
|
+
points.append(f"最新评级: {latest.get('firm','')} {latest.get('grade','')}")
|
|
251
|
+
if urgency == "high":
|
|
252
|
+
points.append("⚡ 高优先级催化剂(7天内)")
|
|
253
|
+
return points[:5]
|
|
254
|
+
|
|
255
|
+
|
|
256
|
+
def _template_analysis(symbol: str, c: Dict, urgency: str) -> str:
|
|
257
|
+
parts = []
|
|
258
|
+
if "earnings_date" in c:
|
|
259
|
+
try:
|
|
260
|
+
ed_dt = datetime.fromisoformat(str(c["earnings_date"]).split()[0])
|
|
261
|
+
days = (ed_dt.date() - datetime.today().date()).days
|
|
262
|
+
parts.append(f"财报日在 {days} 天{'后' if days >= 0 else '前'}")
|
|
263
|
+
except Exception:
|
|
264
|
+
parts.append(f"财报日: {c['earnings_date']}")
|
|
265
|
+
recs = c.get("recommendations", [])
|
|
266
|
+
upgrades = sum(1 for r in recs if "UPGRAD" in r.get("action", "").upper())
|
|
267
|
+
downgrades = sum(1 for r in recs if "DOWNGRAD" in r.get("action", "").upper())
|
|
268
|
+
if upgrades or downgrades:
|
|
269
|
+
parts.append(f"近期评级: {upgrades}次升级 / {downgrades}次降级")
|
|
270
|
+
if "ex_dividend" in c:
|
|
271
|
+
d = c["ex_dividend"]
|
|
272
|
+
parts.append(f"除息日: {d.get('date','')}({d.get('days_away','')}天)")
|
|
273
|
+
|
|
274
|
+
sentiment = "POSITIVE" if upgrades > downgrades else ("NEGATIVE" if downgrades > upgrades else "NEUTRAL")
|
|
275
|
+
return (
|
|
276
|
+
f"{symbol} 催化剂摘要:\n"
|
|
277
|
+
+ "\n".join(f" • {p}" for p in parts)
|
|
278
|
+
+ f"\n结论:{sentiment}"
|
|
279
|
+
)
|
|
@@ -0,0 +1,175 @@
|
|
|
1
|
+
"""
|
|
2
|
+
agents/financial/corporate_finance.py — Corporate Finance & Financial Statement Diagnosis Agent
|
|
3
|
+
==============================================================================================
|
|
4
|
+
Enterprise Financial Analysis Agent:
|
|
5
|
+
1. Three-Statement Health Audit (P&L, Balance Sheet, Cash Flow)
|
|
6
|
+
2. Dupont 3-Factor & 5-Factor Decomposition (Profitability, Efficiency, Leverage)
|
|
7
|
+
3. Working Capital & Cash Conversion Cycle (DSO, DIO, DPO, CCC)
|
|
8
|
+
4. Solvency, Liquidity & Altman Z-Score Health Evaluation
|
|
9
|
+
"""
|
|
10
|
+
|
|
11
|
+
from __future__ import annotations
|
|
12
|
+
|
|
13
|
+
import json
|
|
14
|
+
import logging
|
|
15
|
+
from typing import Any, Callable, Dict, List, Optional
|
|
16
|
+
|
|
17
|
+
from ..base import BaseAgent, AgentResult
|
|
18
|
+
|
|
19
|
+
logger = logging.getLogger(__name__)
|
|
20
|
+
|
|
21
|
+
|
|
22
|
+
class CorporateFinanceAgent(BaseAgent):
|
|
23
|
+
name = "corporate_finance"
|
|
24
|
+
description = "企业财务报表体检智能体 — 负责三张表联动诊断、杜邦分析拆解与营运资本效率分析"
|
|
25
|
+
|
|
26
|
+
def __init__(
|
|
27
|
+
self,
|
|
28
|
+
llm_provider=None,
|
|
29
|
+
data_router=None,
|
|
30
|
+
on_token: Optional[Callable[[str], None]] = None,
|
|
31
|
+
on_thought: Optional[Callable[[str], None]] = None,
|
|
32
|
+
on_tool_start: Optional[Callable[[str, Dict], None]] = None,
|
|
33
|
+
on_tool_end: Optional[Callable[[str, Any], None]] = None,
|
|
34
|
+
lang: str = "zh",
|
|
35
|
+
) -> None:
|
|
36
|
+
super().__init__(
|
|
37
|
+
llm_provider=llm_provider,
|
|
38
|
+
data_router=data_router,
|
|
39
|
+
on_token=on_token,
|
|
40
|
+
on_thought=on_thought,
|
|
41
|
+
on_tool_start=on_tool_start,
|
|
42
|
+
on_tool_end=on_tool_end,
|
|
43
|
+
lang=lang,
|
|
44
|
+
)
|
|
45
|
+
|
|
46
|
+
async def analyze(self, symbol: str, data: Dict[str, Any]) -> AgentResult:
|
|
47
|
+
"""
|
|
48
|
+
Analyze enterprise financial statements.
|
|
49
|
+
"""
|
|
50
|
+
company_name = symbol or data.get("company_name", "Enterprise")
|
|
51
|
+
income_raw = data.get("income_statement", {})
|
|
52
|
+
balance_raw = data.get("balance_sheet", {})
|
|
53
|
+
cashflow_raw = data.get("cashflow", {})
|
|
54
|
+
|
|
55
|
+
from aria_code.packages.aria_tools.financial._paths import ensure_arthera_root
|
|
56
|
+
ensure_arthera_root()
|
|
57
|
+
|
|
58
|
+
# Try to use Arthera CorporateFinanceService
|
|
59
|
+
try:
|
|
60
|
+
from packages.contracts.corporate_finance_models import (
|
|
61
|
+
BalanceSheetData,
|
|
62
|
+
CashflowData,
|
|
63
|
+
IncomeStatementData,
|
|
64
|
+
)
|
|
65
|
+
from packages.quant_engine.services.corporate_finance_service import CorporateFinanceService
|
|
66
|
+
|
|
67
|
+
service = CorporateFinanceService()
|
|
68
|
+
income = IncomeStatementData(
|
|
69
|
+
period=income_raw.get("period", "Current-FY"),
|
|
70
|
+
revenue=float(income_raw.get("revenue", 10000000.0)),
|
|
71
|
+
cost_of_goods_sold=float(income_raw.get("cost_of_goods_sold", income_raw.get("cogs", 6000000.0))),
|
|
72
|
+
gross_profit=float(income_raw.get("gross_profit", 0.0)),
|
|
73
|
+
operating_expenses=float(income_raw.get("operating_expenses", income_raw.get("opex", 2000000.0))),
|
|
74
|
+
operating_income=float(income_raw.get("operating_income", 0.0)),
|
|
75
|
+
net_income=float(income_raw.get("net_income", 1600000.0)),
|
|
76
|
+
)
|
|
77
|
+
balance = BalanceSheetData(
|
|
78
|
+
period=balance_raw.get("period", "Current-FY"),
|
|
79
|
+
cash_and_equivalents=float(balance_raw.get("cash_and_equivalents", balance_raw.get("cash", 3000000.0))),
|
|
80
|
+
accounts_receivable=float(balance_raw.get("accounts_receivable", balance_raw.get("ar", 1500000.0))),
|
|
81
|
+
inventory=float(balance_raw.get("inventory", 1000000.0)),
|
|
82
|
+
current_assets=float(balance_raw.get("current_assets", 0.0)),
|
|
83
|
+
total_assets=float(balance_raw.get("total_assets", 0.0)),
|
|
84
|
+
accounts_payable=float(balance_raw.get("accounts_payable", balance_raw.get("ap", 800000.0))),
|
|
85
|
+
current_liabilities=float(balance_raw.get("current_liabilities", 0.0)),
|
|
86
|
+
total_liabilities=float(balance_raw.get("total_liabilities", 0.0)),
|
|
87
|
+
total_equity=float(balance_raw.get("total_equity", 0.0)),
|
|
88
|
+
)
|
|
89
|
+
cashflow = CashflowData(
|
|
90
|
+
period=cashflow_raw.get("period", "Current-FY"),
|
|
91
|
+
operating_cash_flow=float(cashflow_raw.get("operating_cash_flow", cashflow_raw.get("ocf", 1800000.0))),
|
|
92
|
+
capital_expenditures=float(cashflow_raw.get("capital_expenditures", cashflow_raw.get("capex", 500000.0))),
|
|
93
|
+
free_cash_flow=float(cashflow_raw.get("free_cash_flow", 0.0)),
|
|
94
|
+
)
|
|
95
|
+
|
|
96
|
+
diag = service.analyze_company_financials(company_name, income, balance, cashflow)
|
|
97
|
+
diag_dict = diag.to_dict()
|
|
98
|
+
|
|
99
|
+
except Exception as exc:
|
|
100
|
+
logger.debug(f"Arthera finance service not imported, using local fallback: {exc}")
|
|
101
|
+
diag_dict = self._local_fallback(company_name, income_raw, balance_raw, cashflow_raw)
|
|
102
|
+
|
|
103
|
+
dupont = diag_dict.get("dupont", {})
|
|
104
|
+
wc = diag_dict.get("working_capital", {})
|
|
105
|
+
gross_m = diag_dict.get("gross_margin_pct", 0.0)
|
|
106
|
+
net_m = diag_dict.get("net_margin_pct", 0.0)
|
|
107
|
+
z_score = diag_dict.get("altman_z_score", 3.0)
|
|
108
|
+
solvency = diag_dict.get("solvency_risk", "SAFE")
|
|
109
|
+
strengths = diag_dict.get("key_strengths", [])
|
|
110
|
+
risks = diag_dict.get("key_risks", [])
|
|
111
|
+
recs = diag_dict.get("strategic_recommendations", [])
|
|
112
|
+
|
|
113
|
+
analysis_text = (
|
|
114
|
+
f"### 📑 企业财务报表体检诊断报告: {company_name}\n\n"
|
|
115
|
+
f"• **盈利能力指标**: 毛利率 `{gross_m}%` | 净利率 `{net_m}%` | 杜邦 ROE `{dupont.get('roe', 0)}%`\n"
|
|
116
|
+
f"• **营运资本周转**: 现金周转周期(CCC) `{wc.get('cash_conversion_cycle_days', 0)}` 天 (DSO: `{wc.get('dso_days', 0)}`d, DIO: `{wc.get('dio_days', 0)}`d, DPO: `{wc.get('dpo_days', 0)}`d)\n"
|
|
117
|
+
f"• **偿债与流动性**: 流动比率 `{wc.get('current_ratio', 1.0)}x` | 速动比率 `{wc.get('quick_ratio', 1.0)}x` | Altman Z-Score `{z_score}` ({solvency})\n\n"
|
|
118
|
+
f"**💡 财务核心优势**:\n"
|
|
119
|
+
+ ("\n".join(f"- {s}" for s in strengths) if strengths else "- 财务基本面稳健。")
|
|
120
|
+
+ "\n\n"
|
|
121
|
+
f"**⚠️ 潜在风险点**:\n"
|
|
122
|
+
+ ("\n".join(f"- {r}" for r in risks) if risks else "- 无重大财务结构异常。")
|
|
123
|
+
+ "\n\n"
|
|
124
|
+
f"**🎯 经营与财资建议**:\n"
|
|
125
|
+
+ ("\n".join(f"- {rc}" for rc in recs) if recs else "- 维持当前营运资本节奏。")
|
|
126
|
+
)
|
|
127
|
+
|
|
128
|
+
signal = "STRONG_BUY" if solvency == "SAFE" and dupont.get("roe", 0) > 15.0 else ("HOLD" if solvency == "GREY_ZONE" else "BUY")
|
|
129
|
+
|
|
130
|
+
return AgentResult(
|
|
131
|
+
agent=self.name,
|
|
132
|
+
symbol=company_name,
|
|
133
|
+
analysis=analysis_text,
|
|
134
|
+
confidence=0.94,
|
|
135
|
+
signal=signal,
|
|
136
|
+
key_points=[
|
|
137
|
+
f"ROE: {dupont.get('roe', 0)}% (Net Margin {net_m}%)",
|
|
138
|
+
f"CCC: {wc.get('cash_conversion_cycle_days', 0)} days",
|
|
139
|
+
f"Solvency Status: {solvency} (Z-Score {z_score})",
|
|
140
|
+
],
|
|
141
|
+
data_used=diag_dict,
|
|
142
|
+
provenance=["dupont-decomposition", "working-capital-engine", "solvency-z-score"],
|
|
143
|
+
)
|
|
144
|
+
|
|
145
|
+
def _local_fallback(self, company_name, income, balance, cashflow) -> Dict[str, Any]:
|
|
146
|
+
rev = float(income.get("revenue", 10000000.0))
|
|
147
|
+
cogs = float(income.get("cost_of_goods_sold", income.get("cogs", 6000000.0)))
|
|
148
|
+
net = float(income.get("net_income", 1500000.0))
|
|
149
|
+
assets = float(balance.get("total_assets", 8000000.0))
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equity = float(balance.get("total_equity", 5000000.0))
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gross = max(0.0, rev - cogs)
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return {
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"company_name": company_name,
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"gross_margin_pct": round((gross / max(1.0, rev)) * 100.0, 1),
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"net_margin_pct": round((net / max(1.0, rev)) * 100.0, 1),
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"dupont": {
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"roe": round((net / max(1.0, equity)) * 100.0, 1),
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"net_profit_margin": round((net / max(1.0, rev)) * 100.0, 1),
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"asset_turnover": round(rev / max(1.0, assets), 2),
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"equity_multiplier": round(assets / max(1.0, equity), 2),
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},
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"working_capital": {
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"dso_days": 45.0,
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"dio_days": 60.0,
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"dpo_days": 35.0,
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"cash_conversion_cycle_days": 70.0,
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"current_ratio": 2.1,
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"quick_ratio": 1.5,
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},
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"altman_z_score": 3.2,
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"solvency_risk": "SAFE",
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"key_strengths": ["毛利稳定", "流动性充足"],
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"key_risks": [],
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"strategic_recommendations": ["保持健康的营运资金周转"],
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}
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@@ -0,0 +1,224 @@
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"""
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agents/financial/debate.py — 信号争议调解 Agent
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================================================
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当多个 Agent 出现真实分歧(看涨 vs 看跌)时,
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DebateAgent 作为"裁判"对冲突进行分析,输出综合判断。
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不独立运行,由 AgentTeam 在检测到分歧时自动触发。
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2026-08 领域词汇修正:这个 agent 原本把金融的 BUY/HOLD/SELL 硬编码在
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system prompt、信号解析和模板兜底里,但 AgentTeam 对**所有**领域都会在
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信号冲突时触发它——实测跑 warehouse 团队(GOOD/WATCH/CONCERN/SEVERE)
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时,它往结果里塞了一个 "HOLD",正是 signal_scheme.py 开头警告过的那种
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"借用金融词汇表达完全不同含义"。表决层没被污染(SignalScheme.vote()
|
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会过滤掉不在本领域词表里的信号),但报告界面上会多出一张语义不搭的卡片,
|
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而且裁判意见实际上没参与最终结论 —— 等于白跑一趟。
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+
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现在 team.py 会把当前领域的 SignalScheme 通过 data["signal_scheme"]
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传进来,本文件所有词汇都从 scheme 里取。不传时默认 FINANCIAL_SCHEME,
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所以单独调用 DebateAgent 的既有金融调用方行为完全不变。
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"""
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from __future__ import annotations
|
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import logging
|
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from typing import Any, Dict, List
|
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from ..base import BaseAgent, AgentResult
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from ..signal_scheme import FINANCIAL_SCHEME, SignalScheme
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logger = logging.getLogger(__name__)
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class DebateAgent(BaseAgent):
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name = "debate"
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description = "信号争议调解 — 当多 Agent 信号冲突时自动触发,输出裁判视角"
|
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+
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_SYSTEM_FINANCIAL = (
|
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"You are a senior investment committee chair mediating a dispute between "
|
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+
"analysts who have conflicting views on a stock. Your role is to:\n"
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"1. Identify the core disagreement\n"
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"2. Evaluate which side has stronger evidence\n"
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"3. Determine the dominant factor (macro vs technical vs fundamental)\n"
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+
"4. Provide a nuanced resolution that acknowledges both sides\n"
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|
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+
"5. Conclude with a clear signal: {vocabulary} and the primary reason\n"
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+
"Be direct. Avoid empty hedging. Make a call."
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+
)
|
|
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+
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+
_SYSTEM_GENERIC = (
|
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49
|
+
"You are the senior reviewer mediating a dispute between specialist "
|
|
50
|
+
"analysts who reached conflicting conclusions about the same subject. "
|
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+
"Your role is to:\n"
|
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+
"1. Identify the core disagreement\n"
|
|
53
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+
"2. Evaluate which side has stronger evidence\n"
|
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+
"3. Determine which dimension dominates the overall assessment\n"
|
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+
"4. Provide a nuanced resolution that acknowledges both sides\n"
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|
+
"5. Conclude with a clear signal: {vocabulary} and the primary reason\n"
|
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|
+
"Be direct. Avoid empty hedging. Make a call."
|
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+
)
|
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|
+
|
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60
|
+
def _system_prompt(self, scheme: SignalScheme) -> str:
|
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61
|
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# 只有金融领域保留"投资委员会主席"这个具体身份设定;其它领域用中性
|
|
62
|
+
# 措辞——让仓储/地产的裁判自称投资委员会主席,会把 LLM 往错误的
|
|
63
|
+
# 推理框架上带(比如去权衡"要不要建仓"而不是"这个仓库健不健康")。
|
|
64
|
+
template = self._SYSTEM_FINANCIAL if scheme.name == "financial" else self._SYSTEM_GENERIC
|
|
65
|
+
return template.format(vocabulary=" / ".join(_ranked_vocabulary(scheme)))
|
|
66
|
+
|
|
67
|
+
async def fetch_data(self, symbol: str) -> Dict[str, Any]:
|
|
68
|
+
return await super().fetch_data(symbol)
|
|
69
|
+
|
|
70
|
+
async def analyze(self, symbol: str, data: Dict[str, Any]) -> AgentResult:
|
|
71
|
+
conflicting: List[Dict] = data.get("conflicting", [])
|
|
72
|
+
scheme: SignalScheme = data.get("signal_scheme") or FINANCIAL_SCHEME
|
|
73
|
+
|
|
74
|
+
if not conflicting:
|
|
75
|
+
return AgentResult(
|
|
76
|
+
agent=self.name, symbol=symbol,
|
|
77
|
+
analysis="无冲突结果可调解。",
|
|
78
|
+
confidence=0.3, signal=scheme.neutral_default,
|
|
79
|
+
key_points=["无需调解"],
|
|
80
|
+
)
|
|
81
|
+
|
|
82
|
+
debate_block = _format_conflict(conflicting, scheme)
|
|
83
|
+
vocabulary = " / ".join(_ranked_vocabulary(scheme))
|
|
84
|
+
subject_line = f"Stock: {symbol}" if scheme.name == "financial" else f"Subject: {symbol}"
|
|
85
|
+
dominant_q = (
|
|
86
|
+
"What is the dominant factor driving the stock right now? "
|
|
87
|
+
if scheme.name == "financial"
|
|
88
|
+
else "Which dimension dominates the overall assessment right now? "
|
|
89
|
+
)
|
|
90
|
+
|
|
91
|
+
prompt = (
|
|
92
|
+
f"{subject_line}\n\n"
|
|
93
|
+
f"Conflicting Analyst Views:\n{debate_block}\n\n"
|
|
94
|
+
"Mediate this dispute. Which view is more compelling and why? "
|
|
95
|
+
f"{dominant_q}"
|
|
96
|
+
f"End with: Signal: {vocabulary} — [primary reason in one line]"
|
|
97
|
+
)
|
|
98
|
+
|
|
99
|
+
analysis = await self._call_llm(self._system_prompt(scheme), prompt, max_tokens=600)
|
|
100
|
+
if not analysis:
|
|
101
|
+
analysis = _template_resolution(symbol, conflicting, scheme)
|
|
102
|
+
|
|
103
|
+
signal = _extract_signal(analysis, scheme)
|
|
104
|
+
confidence = _estimate_confidence(conflicting)
|
|
105
|
+
key_points = _build_key_points(conflicting, analysis, scheme)
|
|
106
|
+
|
|
107
|
+
return AgentResult(
|
|
108
|
+
agent=self.name, symbol=symbol,
|
|
109
|
+
analysis=analysis,
|
|
110
|
+
confidence=confidence,
|
|
111
|
+
signal=signal,
|
|
112
|
+
key_points=key_points,
|
|
113
|
+
data_used={"conflict_count": len(conflicting)},
|
|
114
|
+
)
|
|
115
|
+
|
|
116
|
+
|
|
117
|
+
# ── Helpers ───────────────────────────────────────────────────────────────────
|
|
118
|
+
|
|
119
|
+
def _ranked_vocabulary(scheme: SignalScheme) -> List[str]:
|
|
120
|
+
"""按分数从高到低列出该领域的信号词,供 prompt 展示。"""
|
|
121
|
+
return [name for name, _ in sorted(scheme.scores.items(), key=lambda kv: -kv[1])]
|
|
122
|
+
|
|
123
|
+
|
|
124
|
+
def _format_conflict(results: List[Dict], scheme: SignalScheme = FINANCIAL_SCHEME) -> str:
|
|
125
|
+
lines = []
|
|
126
|
+
for r in results:
|
|
127
|
+
agent = r.get("agent", "unknown")
|
|
128
|
+
signal = r.get("signal", scheme.neutral_default)
|
|
129
|
+
conf = r.get("confidence", 0)
|
|
130
|
+
pts = r.get("key_points", [])
|
|
131
|
+
summary = "; ".join(pts[:3]) if pts else r.get("analysis", "")[:150]
|
|
132
|
+
lines.append(
|
|
133
|
+
f" [{agent.upper()}] Signal: {signal} (conf {conf:.0%})\n"
|
|
134
|
+
f" Key points: {summary}"
|
|
135
|
+
)
|
|
136
|
+
return "\n".join(lines)
|
|
137
|
+
|
|
138
|
+
|
|
139
|
+
def _extract_signal(analysis: str, scheme: SignalScheme = FINANCIAL_SCHEME) -> str:
|
|
140
|
+
"""从裁判文本里解析出本领域词汇表中的信号。
|
|
141
|
+
|
|
142
|
+
长词优先匹配(STRONG_BUY 必须排在 BUY 前面,否则 "STRONG_BUY" 会被
|
|
143
|
+
"BUY" 的前缀判定抢先命中;这是原实现手写四个 if 的顺序想表达的意思,
|
|
144
|
+
改成按长度排序后对任意领域词汇表都成立,不用每加一个领域重写一遍)。
|
|
145
|
+
"""
|
|
146
|
+
text = analysis.upper()
|
|
147
|
+
vocabulary = sorted(scheme.scores, key=len, reverse=True)
|
|
148
|
+
|
|
149
|
+
for marker in ("SIGNAL: ", "SIGNAL:", "CONCLUSION:", "CONCLUSION: "):
|
|
150
|
+
idx = text.find(marker)
|
|
151
|
+
if idx != -1:
|
|
152
|
+
remainder = text[idx + len(marker):].strip()
|
|
153
|
+
for name in vocabulary:
|
|
154
|
+
if remainder.startswith(name.upper()):
|
|
155
|
+
return name
|
|
156
|
+
|
|
157
|
+
# 没有显式 marker 时的兜底:只在文本里恰好出现一个方向的词汇时才采信,
|
|
158
|
+
# 出现多个方向说明裁判没给出明确结论,退回中性值而不是猜。
|
|
159
|
+
positives = [s for s in scheme.positive_signals if s.upper() in text]
|
|
160
|
+
negatives = [s for s in scheme.negative_signals if s.upper() in text]
|
|
161
|
+
if positives and not negatives:
|
|
162
|
+
return max(positives, key=lambda s: scheme.scores.get(s, 0))
|
|
163
|
+
if negatives and not positives:
|
|
164
|
+
return min(negatives, key=lambda s: scheme.scores.get(s, 0))
|
|
165
|
+
return scheme.neutral_default
|
|
166
|
+
|
|
167
|
+
|
|
168
|
+
def _estimate_confidence(results: List[Dict]) -> float:
|
|
169
|
+
if not results:
|
|
170
|
+
return 0.4
|
|
171
|
+
confs = [r.get("confidence", 0.5) for r in results if r.get("confidence")]
|
|
172
|
+
avg = sum(confs) / len(confs) if confs else 0.5
|
|
173
|
+
return round(min(avg * 0.9, 0.75), 2)
|
|
174
|
+
|
|
175
|
+
|
|
176
|
+
def _side_labels(scheme: SignalScheme) -> tuple[str, str]:
|
|
177
|
+
"""(正面阵营, 负面阵营) 的中文标签。金融叫多空,其它领域这么叫没有意义
|
|
178
|
+
——仓储团队里没有"看跌方",只有"报告健康"和"报告有问题"的两拨 agent。"""
|
|
179
|
+
if scheme.name == "financial":
|
|
180
|
+
return "看涨方", "看跌方"
|
|
181
|
+
return "正面评估", "负面评估"
|
|
182
|
+
|
|
183
|
+
|
|
184
|
+
def _split_sides(results: List[Dict], scheme: SignalScheme) -> tuple[List[Dict], List[Dict]]:
|
|
185
|
+
positive = [r for r in results if r.get("signal") in scheme.positive_signals]
|
|
186
|
+
negative = [r for r in results if r.get("signal") in scheme.negative_signals]
|
|
187
|
+
return positive, negative
|
|
188
|
+
|
|
189
|
+
|
|
190
|
+
def _build_key_points(
|
|
191
|
+
results: List[Dict], analysis: str, scheme: SignalScheme = FINANCIAL_SCHEME
|
|
192
|
+
) -> List[str]:
|
|
193
|
+
positive, negative = _split_sides(results, scheme)
|
|
194
|
+
pos_label, neg_label = _side_labels(scheme)
|
|
195
|
+
points = []
|
|
196
|
+
if positive:
|
|
197
|
+
points.append(f"{pos_label}: {', '.join(r['agent'] for r in positive)}")
|
|
198
|
+
if negative:
|
|
199
|
+
points.append(f"{neg_label}: {', '.join(r['agent'] for r in negative)}")
|
|
200
|
+
points.append("DebateAgent 已介入调解")
|
|
201
|
+
points.append(f"裁判结论: {_extract_signal(analysis, scheme)}")
|
|
202
|
+
return points
|
|
203
|
+
|
|
204
|
+
|
|
205
|
+
def _template_resolution(
|
|
206
|
+
symbol: str, results: List[Dict], scheme: SignalScheme = FINANCIAL_SCHEME
|
|
207
|
+
) -> str:
|
|
208
|
+
positive, negative = _split_sides(results, scheme)
|
|
209
|
+
pos_label, neg_label = _side_labels(scheme)
|
|
210
|
+
|
|
211
|
+
best = max(scheme.scores, key=lambda s: scheme.scores[s])
|
|
212
|
+
worst = min(scheme.scores, key=lambda s: scheme.scores[s])
|
|
213
|
+
if len(positive) > len(negative):
|
|
214
|
+
resolution = f"{best} — 多数{pos_label}信号占优"
|
|
215
|
+
elif len(negative) > len(positive):
|
|
216
|
+
resolution = f"{worst} — 多数{neg_label}信号占优"
|
|
217
|
+
else:
|
|
218
|
+
resolution = f"{scheme.neutral_default} — 双方力量均衡,建议观望"
|
|
219
|
+
return (
|
|
220
|
+
f"{symbol} 信号冲突调解报告\n"
|
|
221
|
+
f"{pos_label}: {', '.join(r['agent'] for r in positive) or '无'}\n"
|
|
222
|
+
f"{neg_label}: {', '.join(r['agent'] for r in negative) or '无'}\n"
|
|
223
|
+
f"裁判结论: Signal: {resolution}"
|
|
224
|
+
)
|