aria-code 0.52.0__py3-none-any.whl

aria_code/agents/engineering/tester.py

@@ -0,0 +1,145 @@
+"""
+agents/engineering/tester.py — Tester & Self-Healing Agent
+=========================================================
+Engineering agent responsible for running fast pre-flight compilation checks,
+sandbox dry-runs, traceback diagnosis, and surgical patch self-healing.
+Delivers concise, high-signal results without terminal log flooding.
+"""
+
+from __future__ import annotations
+
+import logging
+import pathlib
+import sys
+from typing import Any, Callable, Dict, List, Optional
+
+from ..base import BaseAgent, AgentResult
+from aria_code.runtime.self_healing import SelfHealingEngine, SelfHealingResult
+
+logger = logging.getLogger(__name__)
+
+
+class TesterAgent(BaseAgent):
+    __test__ = False
+    name = "tester"
+    description = "测试与自愈智能体 — 负责代码静态预检、沙箱试跑与自动诊断修复"
+
+    def __init__(
+        self,
+        llm_provider=None,
+        data_router=None,
+        on_token: Optional[Callable[[str], None]] = None,
+        on_thought: Optional[Callable[[str], None]] = None,
+        on_tool_start: Optional[Callable[[str, Dict], None]] = None,
+        on_tool_end: Optional[Callable[[str, Any], None]] = None,
+        lang: str = "zh",
+        max_retries: int = 3,
+    ) -> None:
+        super().__init__(
+            llm_provider=llm_provider,
+            data_router=data_router,
+            on_token=on_token,
+            on_thought=on_thought,
+            on_tool_start=on_tool_start,
+            on_tool_end=on_tool_end,
+            lang=lang,
+        )
+        self.engine = SelfHealingEngine(python_executable=sys.executable, max_retries=max_retries)
+
+    async def analyze(self, symbol: str, data: Dict[str, Any]) -> AgentResult:
+        """
+        Run test and self-healing on the target script.
+        """
+        script_path_str = data.get("script_path") or data.get("file_path") or ""
+        if not script_path_str:
+            # Look in generated folder
+            gen_path = pathlib.Path.cwd() / "generated" / f"strategy_{symbol.replace('.', '_').replace('-', '_').lower()}.py"
+            if gen_path.exists():
+                script_path_str = str(gen_path)
+            else:
+                return AgentResult(
+                    agent=self.name,
+                    symbol=symbol,
+                    analysis=f"❌ 未找到待测试的代码文件: {symbol}",
+                    confidence=0.0,
+                    signal="HOLD",
+                    error="Missing script_path",
+                )
+
+        target_file = pathlib.Path(script_path_str)
+        if not target_file.exists():
+            return AgentResult(
+                agent=self.name,
+                symbol=symbol,
+                analysis=f"❌ 目标文件不存在: {target_file}",
+                confidence=0.0,
+                signal="HOLD",
+                error=f"File not found: {target_file}",
+            )
+
+        # Run Self-Healing Engine
+        heal_result: SelfHealingResult = await self.engine.execute_and_heal(target_file)
+
+        if heal_result.success:
+            m = heal_result.metrics
+            ann_ret = m.get("annual_return_pct", m.get("total_return_pct", 0.0))
+            sharpe = m.get("sharpe_ratio", 0.0)
+            max_dd = m.get("max_drawdown_pct", 0.0)
+            win_rate = m.get("win_rate_pct", 0.0)
+            trades = m.get("total_trades", 0)
+
+            patch_msg = ""
+            if heal_result.patches_applied:
+                patch_msg = f"\n• 🛠️ 自动诊断与自愈修复: 已应用 {len(heal_result.patches_applied)} 处差量补丁 (未整文件重写)"
+
+            summary = (
+                f"### 🧪 回测执行验证成功\n\n"
+                f"| 关键回测指标 | 数值 |\n"
+                f"| :--- | :--- |\n"
+                f"| **年化收益率 (Annual Return)** | `{ann_ret}%` |\n"
+                f"| **夏普比率 (Sharpe Ratio)** | `{sharpe}` |\n"
+                f"| **最大回撤 (Max Drawdown)** | `{max_dd}%` |\n"
+                f"| **策略胜率 (Win Rate)** | `{win_rate}%` ({trades} 笔交易) |\n\n"
+                f"**产物交付路径**:\n"
+                f"- 策略脚本: `{target_file}`\n"
+                + "\n".join(f"- 输出产物: `{p}`" for p in heal_result.artifact_paths if p != str(target_file))
+                + patch_msg
+            )
+
+            signal = "STRONG_BUY" if sharpe > 1.5 and max_dd < 15.0 else ("BUY" if sharpe > 0.8 else "HOLD")
+
+            return AgentResult(
+                agent=self.name,
+                symbol=symbol,
+                analysis=summary,
+                confidence=0.92,
+                signal=signal,
+                key_points=[
+                    f"Annual Return: {ann_ret}%",
+                    f"Sharpe Ratio: {sharpe}",
+                    f"Max Drawdown: {max_dd}%",
+                    f"Win Rate: {win_rate}%",
+                ],
+                data_used={
+                    "metrics": m,
+                    "artifact_paths": heal_result.artifact_paths,
+                    "patches_applied": heal_result.patches_applied,
+                },
+            )
+        else:
+            return AgentResult(
+                agent=self.name,
+                symbol=symbol,
+                analysis=f"❌ 测试自愈失败: {heal_result.error}",
+                confidence=0.0,
+                signal="HOLD",
+                error=heal_result.error,
+                data_used={"patches_applied": heal_result.patches_applied},
+            )
+
+
+class TesterSelfHealingAgent(TesterAgent):
+    """Alias for TesterAgent."""
+    __test__ = False
+    name = "debugger"
+    description = "调试与自愈智能体 — 负责捕捉 Traceback 并精准修补代码"

aria_code/agents/financial/__init__.py

@@ -0,0 +1,21 @@
+from .technical import TechnicalAgent
+from .macro import MacroAgent
+from .fundamental import FundamentalAgent
+from .risk import RiskAgent
+from .synthesis import SynthesisAgent
+from .strategist import StrategistAgent
+from .corporate_finance import CorporateFinanceAgent
+from .cashflow_burn import CashflowBurnRateAgent
+from .stripe_revenue import StripeRevenueAgent
+
+__all__ = [
+    "TechnicalAgent",
+    "MacroAgent",
+    "FundamentalAgent",
+    "RiskAgent",
+    "SynthesisAgent",
+    "StrategistAgent",
+    "CorporateFinanceAgent",
+    "CashflowBurnRateAgent",
+    "StripeRevenueAgent",
+]

aria_code/agents/financial/cashflow_burn.py

@@ -0,0 +1,119 @@
+"""
+agents/financial/cashflow_burn.py — Cash Flow, Burn Rate & Runway Analysis Agent
+==============================================================================
+Monitors enterprise cash flow sustainability:
+1. Gross Burn vs. Net Burn Rate
+2. Cash Runway (Months of survival under zero revenue or current operations)
+3. Accounts Receivable Aging Breakdown & Bad Debt Risk
+4. Working Capital Liquidity Stress Testing
+"""
+
+from __future__ import annotations
+
+import logging
+from typing import Any, Callable, Dict, List, Optional
+
+from ..base import BaseAgent, AgentResult
+
+logger = logging.getLogger(__name__)
+
+
+class CashflowBurnRateAgent(BaseAgent):
+    name = "cashflow_burn"
+    description = "企业现金流与烧钱率智能体 — 负责现金跑道测算、月度烧钱率与应收账龄风险审计"
+
+    def __init__(
+        self,
+        llm_provider=None,
+        data_router=None,
+        on_token: Optional[Callable[[str], None]] = None,
+        on_thought: Optional[Callable[[str], None]] = None,
+        on_tool_start: Optional[Callable[[str, Dict], None]] = None,
+        on_tool_end: Optional[Callable[[str, Any], None]] = None,
+        lang: str = "zh",
+    ) -> None:
+        super().__init__(
+            llm_provider=llm_provider,
+            data_router=data_router,
+            on_token=on_token,
+            on_thought=on_thought,
+            on_tool_start=on_tool_start,
+            on_tool_end=on_tool_end,
+            lang=lang,
+        )
+
+    async def analyze(self, symbol: str, data: Dict[str, Any]) -> AgentResult:
+        """
+        Analyze cash flow, burn rate, and runway.
+        """
+        company_name = symbol or data.get("company_name", "Enterprise")
+        cash = float(data.get("cash", data.get("cash_and_equivalents", 5000000.0)))
+        monthly_inflows = float(data.get("monthly_inflows", data.get("revenue_monthly", 800000.0)))
+        monthly_outflows = float(data.get("monthly_outflows", data.get("expenses_monthly", 1000000.0)))
+        ar_aging = data.get("ar_aging", {
+            "within_30_days": 1200000.0,
+            "days_31_60": 500000.0,
+            "days_61_90": 200000.0,
+            "over_90_days": 100000.0,
+        })
+
+        gross_burn = monthly_outflows
+        net_burn = monthly_outflows - monthly_inflows
+
+        if net_burn > 0:
+            runway_months = cash / net_burn
+            status = "CONCERN" if runway_months < 12.0 else ("SEVERE" if runway_months < 6.0 else "GOOD")
+        else:
+            runway_months = 999.0
+            status = "GOOD"
+
+        total_ar = sum(ar_aging.values())
+        overdue_ar = ar_aging.get("days_61_90", 0.0) + ar_aging.get("over_90_days", 0.0)
+        overdue_pct = (overdue_ar / max(1.0, total_ar)) * 100.0
+
+        runway_str = f"{runway_months:.1f} 个月" if runway_months < 100.0 else "正向自由现金流 (无需消耗现金储备)"
+        burn_str = f"¥{net_burn:,.2f}/月" if net_burn > 0 else f"正向结余 ¥{abs(net_burn):,.2f}/月"
+
+        analysis_text = (
+            f"### 💰 企业现金流与跑道 (Runway) 分析报告: {company_name}\n\n"
+            f"• **当前现金储备**: `¥{cash:,.2f}`\n"
+            f"• **月度净消耗 (Net Burn)**: `{burn_str}` (月支出 `¥{gross_burn:,.2f}`)\n"
+            f"• **现金可持续跑道**: `{runway_str}`\n"
+            f"• **应收账款总额**: `¥{total_ar:,.2f}` (逾期 >60天占比: `{overdue_pct:.1f}%`)\n\n"
+            f"**📊 账龄结构 (AR Aging)**:\n"
+            f"- 30天以内 (正常): `¥{ar_aging.get('within_30_days', 0):,.2f}`\n"
+            f"- 31-60天: `¥{ar_aging.get('days_31_60', 0):,.2f}`\n"
+            f"- 61-90天 (预警): `¥{ar_aging.get('days_61_90', 0):,.2f}`\n"
+            f"- >90天 (高坏账风险): `¥{ar_aging.get('over_90_days', 0):,.2f}`\n\n"
+            f"**💡 资金管理对策**:\n"
+        )
+
+        if net_burn > 0 and runway_months < 12.0:
+            analysis_text += f"- ⚠️ 现金跑道短于 12 个月，需严控固定支出或推进催收逾期款项 ¥{overdue_ar:,.2f}。\n"
+        else:
+            analysis_text += "- ✓ 现金储备处于安全水位，可按计划支持业务拓展。\n"
+
+        if overdue_pct > 15.0:
+            analysis_text += f"- ⚠️ 逾期账款占比达 {overdue_pct:.1f}%，需启动法务/催收介入以防死账坏账。"
+
+        return AgentResult(
+            agent=self.name,
+            symbol=company_name,
+            analysis=analysis_text,
+            confidence=0.93,
+            signal=status,
+            key_points=[
+                f"Cash Reserve: ¥{cash:,.2f}",
+                f"Net Burn Rate: {burn_str}",
+                f"Runway: {runway_str}",
+                f"Overdue AR (>60d): ¥{overdue_ar:,.2f} ({overdue_pct:.1f}%)",
+            ],
+            data_used={
+                "cash": cash,
+                "gross_burn": gross_burn,
+                "net_burn": net_burn,
+                "runway_months": runway_months,
+                "ar_aging": ar_aging,
+            },
+            provenance=["cashflow-runway-engine", "ar-aging-risk-matrix"],
+        )

aria_code/agents/financial/catalyst.py

@@ -0,0 +1,279 @@
+"""
+agents/financial/catalyst.py — 催化剂检测 Agent
+================================================
+识别近期/即将到来的价格催化剂：财报日、股息除权、
+分析师评级变化、大宗交易/大股东增减持。
+"""
+
+from __future__ import annotations
+
+import logging
+from datetime import datetime, timedelta, timezone
+from typing import Any, Dict, List, Optional
+
+from ..base import BaseAgent, AgentResult
+
+logger = logging.getLogger(__name__)
+
+
+class CatalystAgent(BaseAgent):
+
+    name        = "catalyst"
+    description = "催化剂检测 — 财报日、股息除权、分析师评级变化"
+
+    _SYSTEM = (
+        "You are an event-driven equity analyst. Analyze the upcoming and recent "
+        "catalysts for a stock: earnings dates, ex-dividend dates, analyst rating "
+        "changes, and insider activity. Assess whether these catalysts are "
+        "likely to be POSITIVE (price-driving), NEUTRAL, or NEGATIVE. "
+        "Focus on timing: catalysts within 14 days are high-impact. "
+        "Conclude with: POSITIVE / NEUTRAL / NEGATIVE"
+    )
+
+    async def fetch_data(self, symbol: str) -> Dict[str, Any]:
+        data = await super().fetch_data(symbol)
+        catalysts: Dict[str, Any] = {}
+
+        try:
+            import yfinance as yf
+            ticker = yf.Ticker(symbol)
+
+            # 1. Earnings calendar
+            try:
+                cal = ticker.calendar
+                if cal is not None:
+                    if hasattr(cal, "to_dict"):
+                        cal = cal.to_dict()
+                    if isinstance(cal, dict):
+                        for k in ("Earnings Date", "earnings_date", "earningsDate"):
+                            v = cal.get(k)
+                            if v:
+                                catalysts["earnings_date"] = str(v[0] if isinstance(v, list) else v)
+                                break
+            except Exception as e:
+                logger.debug("[catalyst] calendar fetch %s: %s", symbol, e)
+
+            # 2. Recent analyst recommendations
+            try:
+                recs = ticker.recommendations
+                if recs is not None and not recs.empty:
+                    recs = recs.sort_index(ascending=False)
+                    recent_recs = recs.head(5)
+                    rec_list = []
+                    for ts, row in recent_recs.iterrows():
+                        rec_list.append({
+                            "date":  str(ts)[:10],
+                            "firm":  str(row.get("Firm", row.get("firm", ""))),
+                            "grade": str(row.get("To Grade", row.get("toGrade", row.get("action", "")))),
+                            "prev":  str(row.get("From Grade", row.get("fromGrade", ""))),
+                            "action": str(row.get("Action", row.get("action", ""))),
+                        })
+                    catalysts["recommendations"] = rec_list
+            except Exception as e:
+                logger.debug("[catalyst] recs fetch %s: %s", symbol, e)
+
+            # 3. Upcoming dividend
+            try:
+                info = ticker.info or {}
+                ex_div = info.get("exDividendDate")
+                div_rate = info.get("dividendRate") or info.get("trailingAnnualDividendRate")
+                if ex_div:
+                    from datetime import date
+                    ex_date = datetime.fromtimestamp(ex_div, tz=timezone.utc).date()
+                    days_to_exdiv = (ex_date - date.today()).days
+                    catalysts["ex_dividend"] = {
+                        "date": str(ex_date),
+                        "days_away": days_to_exdiv,
+                        "annual_rate": div_rate,
+                    }
+            except Exception as e:
+                logger.debug("[catalyst] dividend fetch %s: %s", symbol, e)
+
+            # 4. Short interest (proxy for contrarian catalyst)
+            try:
+                info = ticker.info or {}
+                short_ratio = info.get("shortRatio")
+                short_pct   = info.get("shortPercentOfFloat")
+                if short_ratio or short_pct:
+                    catalysts["short_interest"] = {
+                        "ratio":   short_ratio,
+                        "pct_float": short_pct,
+                    }
+            except Exception as e:
+                logger.debug("[catalyst] short interest %s: %s", symbol, e)
+
+        except Exception as e:
+            logger.debug("[catalyst] yfinance init %s: %s", symbol, e)
+
+        data["catalysts"] = catalysts
+        return data
+
+    async def analyze(self, symbol: str, data: Dict[str, Any]) -> AgentResult:
+        catalysts = data.get("catalysts", {})
+        quote     = data.get("quote", {})
+        price     = quote.get("price", 0)
+
+        if not catalysts:
+            return AgentResult(
+                agent=self.name, symbol=symbol,
+                analysis=f"{symbol}: 未获取到催化剂数据。",
+                confidence=0.3, signal="HOLD",
+                key_points=["无近期催化剂数据"],
+            )
+
+        catalyst_block = _format_catalysts(catalysts)
+        urgency        = _assess_urgency(catalysts)
+
+        prompt = (
+            f"Stock: {symbol}  Price: {price}\n\n"
+            f"Catalysts:\n{catalyst_block}\n\n"
+            "Evaluate:\n"
+            "1. Most impactful upcoming catalyst and timing\n"
+            "2. Analyst sentiment trend (upgrades vs downgrades)\n"
+            "3. Event-driven trade setup (if any)\n"
+            "4. Risk of negative surprise\n"
+            "5. Conclude: POSITIVE / NEUTRAL / NEGATIVE"
+        )
+
+        analysis = await self._call_llm(self._SYSTEM, prompt, max_tokens=450)
+        if not analysis:
+            analysis = _template_analysis(symbol, catalysts, urgency)
+
+        signal, confidence = _derive_signal(analysis, catalysts, urgency)
+        key_points         = _build_key_points(catalysts, urgency)
+
+        return AgentResult(
+            agent=self.name, symbol=symbol,
+            analysis=analysis,
+            confidence=confidence,
+            signal=signal,
+            key_points=key_points,
+            data_used=catalysts,
+        )
+
+
+# ── Helpers ───────────────────────────────────────────────────────────────────
+
+def _format_catalysts(c: Dict) -> str:
+    lines = []
+
+    if "earnings_date" in c:
+        ed = c["earnings_date"]
+        try:
+            ed_dt = datetime.fromisoformat(str(ed).split()[0])
+            days  = (ed_dt.date() - datetime.today().date()).days
+            timing = f"（{days}天后）" if days >= 0 else f"（{-days}天前）"
+        except Exception:
+            timing = ""
+        lines.append(f"财报日: {ed}{timing}")
+
+    if "ex_dividend" in c:
+        d = c["ex_dividend"]
+        days_away = d.get("days_away", 999)
+        rate      = d.get("annual_rate", "")
+        rate_str  = f"  年化股息 {rate:.2f}" if rate else ""
+        lines.append(f"除息日: {d.get('date','')}（{days_away}天后）{rate_str}")
+
+    if "recommendations" in c:
+        for r in c["recommendations"][:3]:
+            action = r.get("action", "").upper()
+            firm   = r.get("firm", "")
+            grade  = r.get("grade", "")
+            prev   = r.get("prev", "")
+            change = f"{prev} → {grade}" if prev and prev != grade else grade
+            lines.append(f"分析师评级: [{r.get('date','')}] {firm} {action} {change}")
+
+    if "short_interest" in c:
+        si = c["short_interest"]
+        ratio = si.get("ratio")
+        pct   = si.get("pct_float")
+        parts = []
+        if ratio: parts.append(f"空头比率 {ratio:.1f}x")
+        if pct:   parts.append(f"流通股空仓 {pct*100:.1f}%")
+        if parts: lines.append(f"空头数据: {', '.join(parts)}")
+
+    return "\n".join(lines) or "无催化剂数据"
+
+
+def _assess_urgency(c: Dict) -> str:
+    if "earnings_date" in c:
+        try:
+            ed_dt = datetime.fromisoformat(str(c["earnings_date"]).split()[0])
+            days  = (ed_dt.date() - datetime.today().date()).days
+            if 0 <= days <= 7:
+                return "high"
+            if 0 <= days <= 14:
+                return "medium"
+        except Exception:
+            pass
+    exdiv = c.get("ex_dividend", {})
+    if 0 <= exdiv.get("days_away", 999) <= 5:
+        return "high"
+    return "low"
+
+
+def _derive_signal(analysis: str, c: Dict, urgency: str) -> tuple[str, float]:
+    text = analysis.upper()
+    recs = c.get("recommendations", [])
+    upgrades   = sum(1 for r in recs if "UPGRAD" in r.get("action", "").upper())
+    downgrades = sum(1 for r in recs if "DOWNGRAD" in r.get("action", "").upper())
+
+    if "POSITIVE" in text:
+        conf = 0.65 if urgency == "high" else 0.55
+        return "BUY", conf
+    if "NEGATIVE" in text:
+        conf = 0.65 if urgency == "high" else 0.55
+        return "SELL", conf
+
+    if upgrades > downgrades:
+        return "BUY", 0.5
+    if downgrades > upgrades:
+        return "SELL", 0.5
+    return "HOLD", 0.4
+
+
+def _build_key_points(c: Dict, urgency: str) -> List[str]:
+    points = []
+    if "earnings_date" in c:
+        try:
+            ed_dt = datetime.fromisoformat(str(c["earnings_date"]).split()[0])
+            days  = (ed_dt.date() - datetime.today().date()).days
+            points.append(f"财报日在 {days} 天后" if days >= 0 else f"财报 {-days} 天前已公布")
+        except Exception:
+            points.append(f"财报日: {c['earnings_date']}")
+    if "ex_dividend" in c:
+        d = c["ex_dividend"]
+        points.append(f"除息日 {d.get('date','')}（{d.get('days_away','')}天）")
+    recs = c.get("recommendations", [])
+    if recs:
+        latest = recs[0]
+        points.append(f"最新评级: {latest.get('firm','')} {latest.get('grade','')}")
+    if urgency == "high":
+        points.append("⚡ 高优先级催化剂（7天内）")
+    return points[:5]
+
+
+def _template_analysis(symbol: str, c: Dict, urgency: str) -> str:
+    parts = []
+    if "earnings_date" in c:
+        try:
+            ed_dt = datetime.fromisoformat(str(c["earnings_date"]).split()[0])
+            days  = (ed_dt.date() - datetime.today().date()).days
+            parts.append(f"财报日在 {days} 天{'后' if days >= 0 else '前'}")
+        except Exception:
+            parts.append(f"财报日: {c['earnings_date']}")
+    recs = c.get("recommendations", [])
+    upgrades   = sum(1 for r in recs if "UPGRAD" in r.get("action", "").upper())
+    downgrades = sum(1 for r in recs if "DOWNGRAD" in r.get("action", "").upper())
+    if upgrades or downgrades:
+        parts.append(f"近期评级: {upgrades}次升级 / {downgrades}次降级")
+    if "ex_dividend" in c:
+        d = c["ex_dividend"]
+        parts.append(f"除息日: {d.get('date','')}（{d.get('days_away','')}天）")
+
+    sentiment = "POSITIVE" if upgrades > downgrades else ("NEGATIVE" if downgrades > upgrades else "NEUTRAL")
+    return (
+        f"{symbol} 催化剂摘要：\n"
+        + "\n".join(f"  • {p}" for p in parts)
+        + f"\n结论：{sentiment}"
+    )