quantcli 0.1.7__tar.gz → 0.1.8__tar.gz

{quantcli-0.1.7/quantcli.egg-info → quantcli-0.1.8}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: quantcli
-Version: 0.1.7
+Version: 0.1.8
 Summary: 面向AI的多因子量化选股策略挖掘工具，AI Agent 友好 CLI
 Author-email: QuantCLI Team <quantcli@example.com>
 Project-URL: repository, https://github.com/wumu2013/quantcli

{quantcli-0.1.7 → quantcli-0.1.8}/pyproject.toml

@@ -4,7 +4,7 @@ build-backend = "setuptools.build_meta"
 
 [project]
 name = "quantcli"
-version = "0.1.7"
+version = "0.1.8"
 description = "面向AI的多因子量化选股策略挖掘工具，AI Agent 友好 CLI"
 readme = "README.md"
 requires-python = ">=3.9"

{quantcli-0.1.7 → quantcli-0.1.8}/quantcli/cli.py

@@ -1059,11 +1059,11 @@ def backtest_run(ctx, strategy, symbol, start, end, as_of, capital, fee, datasou
             "\nBacktest must use MySQL for efficient batch data loading.", err=True
         )
         click.echo("Please configure MySQL environment variables:", err=True)
-        click.echo("  export MYSQL_HOST=localhost", err=True)
-        click.echo("  export MYSQL_PORT=3306", err=True)
-        click.echo("  export MYSQL_USER=root", err=True)
-        click.echo("  export MYSQL_PASSWORD=xxx", err=True)
-        click.echo("  export MYSQL_DATABASE=quantcli", err=True)
+        click.echo("  export QUANT_MYSQL_HOST=localhost", err=True)
+        click.echo("  export QUANT_MYSQL_PORT=3306", err=True)
+        click.echo("  export QUANT_MYSQL_USER=root", err=True)
+        click.echo("  export QUANT_MYSQL_PASSWORD=xxx", err=True)
+        click.echo("  export QUANT_MYSQL_DATABASE=quantcli", err=True)
         sys.exit(1)
 
     # 设置时间基线
@@ -1119,10 +1119,10 @@ def _run_yaml_backtest(ctx, strategy_path, symbol, start, end, capital, fee):
                 "\nHint: Make sure MySQL is running and environment variables are set:",
                 err=True,
             )
-            click.echo("  export MYSQL_HOST=localhost", err=True)
-            click.echo("  export MYSQL_USER=root", err=True)
-            click.echo("  export MYSQL_PASSWORD=xxx", err=True)
-            click.echo("  export MYSQL_DATABASE=quantcli", err=True)
+            click.echo("  export QUANT_MYSQL_HOST=localhost", err=True)
+            click.echo("  export QUANT_MYSQL_USER=root", err=True)
+            click.echo("  export QUANT_MYSQL_PASSWORD=xxx", err=True)
+            click.echo("  export QUANT_MYSQL_DATABASE=quantcli", err=True)
             sys.exit(1)
 
         # 显示数据源状态

{quantcli-0.1.7 → quantcli-0.1.8}/quantcli/datasources/mysql.py

@@ -29,7 +29,7 @@ from datetime import date, datetime
 from typing import List, Optional, Dict, Any
 import pandas as pd
 
-from ..utils import get_logger, format_date
+from ..utils import get_logger, format_date, get_env, get_env_int
 from ..utils.symbol_utils import to_mysql, normalize
 from .base import DataSource, DataSourceConfig
 
@@ -43,12 +43,12 @@ class MySQLDataSource(DataSource):
 
     # 默认连接配置
     DEFAULT_CONFIG = {
-        "host": os.getenv("MYSQL_HOST", "localhost"),
-        "port": int(os.getenv("MYSQL_PORT", "3306")),
-        "user": os.getenv("MYSQL_USER", "root"),
-        "password": os.getenv("MYSQL_PASSWORD", ""),
-        "database": os.getenv("MYSQL_DATABASE", "quantcli"),
-        "table_prefix": os.getenv("MYSQL_TABLE_PREFIX", ""),
+        "host": get_env("QUANT_MYSQL_HOST", "localhost"),
+        "port": get_env_int("QUANT_MYSQL_PORT", 3306),
+        "user": get_env("QUANT_MYSQL_USER", "root"),
+        "password": get_env("QUANT_MYSQL_PASSWORD", ""),
+        "database": get_env("QUANT_MYSQL_DATABASE", "quantcli"),
+        "table_prefix": get_env("QUANT_MYSQL_TABLE_PREFIX", ""),
     }
 
     def __init__(
@@ -96,6 +96,7 @@ class MySQLDataSource(DataSource):
         """获取数据库连接"""
         if self._conn is None or not self._conn.open:
             import pymysql
+
             self._conn = pymysql.connect(
                 host=self._config["host"],
                 port=self._config["port"],
@@ -208,11 +209,7 @@ class MySQLDataSource(DataSource):
         return [to_mysql(s) for s in symbols]
 
     def get_daily(
-        self,
-        symbol: str,
-        start_date,
-        end_date,
-        fields: Optional[List[str]] = None
+        self, symbol: str, start_date, end_date, fields: Optional[List[str]] = None
     ) -> pd.DataFrame:
         """获取日线数据
 
@@ -234,7 +231,7 @@ class MySQLDataSource(DataSource):
 
         sql = f"""
             SELECT symbol, trade_date, open, high, low, close, volume, amount
-            FROM {self._table('daily_prices')}
+            FROM {self._table("daily_prices")}
             WHERE symbol = %s AND trade_date BETWEEN %s AND %s
             ORDER BY trade_date
         """
@@ -245,24 +242,40 @@ class MySQLDataSource(DataSource):
                 rows = cursor.fetchall()
 
             if not rows:
-                return pd.DataFrame(columns=['symbol', 'date', 'open', 'high', 'low', 'close', 'volume', 'amount'])
+                return pd.DataFrame(
+                    columns=[
+                        "symbol",
+                        "date",
+                        "open",
+                        "high",
+                        "low",
+                        "close",
+                        "volume",
+                        "amount",
+                    ]
+                )
 
             df = pd.DataFrame(rows)
-            df = df.rename(columns={
-                'trade_date': 'date',
-                'amount': 'amount'
-            })
-            df['date'] = pd.to_datetime(df['date']).dt.date
+            df = df.rename(columns={"trade_date": "date", "amount": "amount"})
+            df["date"] = pd.to_datetime(df["date"]).dt.date
             return df
         except Exception as e:
             logger.error(f"Failed to get daily data: {e}")
-            return pd.DataFrame(columns=['symbol', 'date', 'open', 'high', 'low', 'close', 'volume', 'amount'])
+            return pd.DataFrame(
+                columns=[
+                    "symbol",
+                    "date",
+                    "open",
+                    "high",
+                    "low",
+                    "close",
+                    "volume",
+                    "amount",
+                ]
+            )
 
     def get_multi_daily(
-        self,
-        symbols: List[str],
-        start_date,
-        end_date
+        self, symbols: List[str], start_date, end_date
     ) -> Dict[str, pd.DataFrame]:
         """批量获取多只股票的日线数据（回测优化）
 
@@ -287,7 +300,7 @@ class MySQLDataSource(DataSource):
         placeholders = ",".join(["%s"] * len(mysql_symbols))
         sql = f"""
             SELECT symbol, trade_date, open, high, low, close, volume, amount
-            FROM {self._table('daily_prices')}
+            FROM {self._table("daily_prices")}
             WHERE symbol IN ({placeholders}) AND trade_date BETWEEN %s AND %s
             ORDER BY symbol, trade_date
         """
@@ -301,10 +314,10 @@ class MySQLDataSource(DataSource):
             result = {}
             df = pd.DataFrame(rows)
             if not df.empty:
-                df = df.rename(columns={'trade_date': 'date'})
-                df['date'] = pd.to_datetime(df['date']).dt.date
+                df = df.rename(columns={"trade_date": "date"})
+                df["date"] = pd.to_datetime(df["date"]).dt.date
                 for mysql_symbol in mysql_symbols:
-                    symbol_df = df[df['symbol'] == mysql_symbol].copy()
+                    symbol_df = df[df["symbol"] == mysql_symbol].copy()
                     if not symbol_df.empty:
                         result[mysql_symbol] = symbol_df
 
@@ -313,12 +326,7 @@ class MySQLDataSource(DataSource):
             logger.error(f"Failed to get multi daily data: {e}")
             return {}
 
-    def get_index_daily(
-        self,
-        symbol: str,
-        start_date,
-        end_date
-    ) -> pd.DataFrame:
+    def get_index_daily(self, symbol: str, start_date, end_date) -> pd.DataFrame:
         """获取指数日线数据"""
         # 指数也存储在 daily_prices 表中
         return self.get_daily(symbol, start_date, end_date)
@@ -330,7 +338,7 @@ class MySQLDataSource(DataSource):
         symbol: str,
         start_date: date = None,
         end_date: date = None,
-        period: str = "5"
+        period: str = "5",
     ) -> pd.DataFrame:
         """获取分钟级数据
 
@@ -350,6 +358,7 @@ class MySQLDataSource(DataSource):
 
         # 默认范围：最近 5 个交易日
         from datetime import timedelta
+
         if end_date is None:
             end_date = date.today() - timedelta(1)
         if start_date is None:
@@ -361,7 +370,7 @@ class MySQLDataSource(DataSource):
         sql = f"""
             SELECT symbol, trade_date, trade_time, period,
                    open, high, low, close, volume, amount
-            FROM {self._table('intraday_prices')}
+            FROM {self._table("intraday_prices")}
             WHERE symbol = %s AND trade_date BETWEEN %s AND %s AND period = %s
             ORDER BY trade_date, trade_time
         """
@@ -372,25 +381,27 @@ class MySQLDataSource(DataSource):
                 rows = cursor.fetchall()
 
             if not rows:
-                return pd.DataFrame(columns=['date', 'open', 'high', 'low', 'close', 'volume', 'amount'])
+                return pd.DataFrame(
+                    columns=["date", "open", "high", "low", "close", "volume", "amount"]
+                )
 
             df = pd.DataFrame(rows)
             # 合并日期和时间
-            df['datetime'] = pd.to_datetime(df['trade_date'].astype(str) + ' ' + df['trade_time'].astype(str))
-            df = df.rename(columns={'datetime': 'date'})
-            df = df.drop(columns=['trade_date', 'trade_time', 'period', 'symbol'])
+            df["datetime"] = pd.to_datetime(
+                df["trade_date"].astype(str) + " " + df["trade_time"].astype(str)
+            )
+            df = df.rename(columns={"datetime": "date"})
+            df = df.drop(columns=["trade_date", "trade_time", "period", "symbol"])
 
-            return df[['date', 'open', 'high', 'low', 'close', 'volume', 'amount']]
+            return df[["date", "open", "high", "low", "close", "volume", "amount"]]
         except Exception as e:
             logger.error(f"Failed to get intraday data: {e}")
-            return pd.DataFrame(columns=['date', 'open', 'high', 'low', 'close', 'volume', 'amount'])
+            return pd.DataFrame(
+                columns=["date", "open", "high", "low", "close", "volume", "amount"]
+            )
 
     def get_multi_intraday(
-        self,
-        symbols: List[str],
-        start_date: date,
-        end_date: date,
-        period: str = "5"
+        self, symbols: List[str], start_date: date, end_date: date, period: str = "5"
     ) -> Dict[str, pd.DataFrame]:
         """批量获取多只股票的分钟级数据（回测优化）
 
@@ -417,7 +428,7 @@ class MySQLDataSource(DataSource):
         sql = f"""
             SELECT symbol, trade_date, trade_time, period,
                    open, high, low, close, volume, amount
-            FROM {self._table('intraday_prices')}
+            FROM {self._table("intraday_prices")}
             WHERE symbol IN ({placeholders}) AND trade_date BETWEEN %s AND %s AND period = %s
             ORDER BY symbol, trade_date, trade_time
         """
@@ -430,13 +441,19 @@ class MySQLDataSource(DataSource):
             result = {}
             df = pd.DataFrame(rows)
             if not df.empty:
-                df['datetime'] = pd.to_datetime(df['trade_date'].astype(str) + ' ' + df['trade_time'].astype(str))
-                df = df.rename(columns={'datetime': 'date'})
+                df["datetime"] = pd.to_datetime(
+                    df["trade_date"].astype(str) + " " + df["trade_time"].astype(str)
+                )
+                df = df.rename(columns={"datetime": "date"})
                 for mysql_symbol in mysql_symbols:
-                    symbol_df = df[df['symbol'] == mysql_symbol].copy()
+                    symbol_df = df[df["symbol"] == mysql_symbol].copy()
                     if not symbol_df.empty:
-                        symbol_df = symbol_df.drop(columns=['trade_date', 'trade_time', 'period', 'symbol'])
-                        result[mysql_symbol] = symbol_df[['date', 'open', 'high', 'low', 'close', 'volume', 'amount']]
+                        symbol_df = symbol_df.drop(
+                            columns=["trade_date", "trade_time", "period", "symbol"]
+                        )
+                        result[mysql_symbol] = symbol_df[
+                            ["date", "open", "high", "low", "close", "volume", "amount"]
+                        ]
 
             return result
         except Exception as e:
@@ -444,11 +461,7 @@ class MySQLDataSource(DataSource):
             return {}
 
     def get_pool_minute_data(
-        self,
-        symbols: List[str],
-        start_date: date,
-        end_date: date,
-        period: str = "5"
+        self, symbols: List[str], start_date: date, end_date: date, period: str = "5"
     ) -> Dict[str, pd.DataFrame]:
         """获取股票池的分钟数据（用于 on_bar ranking）
 
@@ -477,7 +490,7 @@ class MySQLDataSource(DataSource):
         symbol: str,
         start_date: date = None,
         end_date: date = None,
-        period: str = "5"
+        period: str = "5",
     ):
         """从 akshare 同步分钟级数据到 MySQL
 
@@ -510,12 +523,13 @@ class MySQLDataSource(DataSource):
         with conn.cursor() as cursor:
             for _, row in df.iterrows():
                 # 解析日期时间
-                dt = pd.to_datetime(row['date'])
+                dt = pd.to_datetime(row["date"])
                 trade_date = dt.date()
                 trade_time = dt.time()
 
-                cursor.execute(f"""
-                    INSERT INTO {self._table('intraday_prices')}
+                cursor.execute(
+                    f"""
+                    INSERT INTO {self._table("intraday_prices")}
                     (symbol, trade_date, trade_time, period, open, high, low, close, volume, amount)
                     VALUES (%s, %s, %s, %s, %s, %s, %s, %s, %s, %s)
                     ON DUPLICATE KEY UPDATE
@@ -525,18 +539,20 @@ class MySQLDataSource(DataSource):
                     close = VALUES(close),
                     volume = VALUES(volume),
                     amount = VALUES(amount)
-                """, (
-                    mysql_symbol,
-                    trade_date,
-                    trade_time,
-                    period,
-                    row['open'],
-                    row['high'],
-                    row['low'],
-                    row['close'],
-                    row.get('volume', 0),
-                    row.get('amount', 0)
-                ))
+                """,
+                    (
+                        mysql_symbol,
+                        trade_date,
+                        trade_time,
+                        period,
+                        row["open"],
+                        row["high"],
+                        row["low"],
+                        row["close"],
+                        row.get("volume", 0),
+                        row.get("amount", 0),
+                    ),
+                )
 
         logger.info(f"Synced {len(df)} intraday records for {mysql_symbol}")
 
@@ -561,18 +577,29 @@ class MySQLDataSource(DataSource):
 
             df = pd.DataFrame(rows)
             if df.empty:
-                return pd.DataFrame(columns=['symbol', 'name', 'exchange', 'market', 'list_date', 'status'])
+                return pd.DataFrame(
+                    columns=[
+                        "symbol",
+                        "name",
+                        "exchange",
+                        "market",
+                        "list_date",
+                        "status",
+                    ]
+                )
             return df
         except Exception as e:
             logger.error(f"Failed to get stock list: {e}")
-            return pd.DataFrame(columns=['symbol', 'name', 'exchange', 'market', 'list_date', 'status'])
+            return pd.DataFrame(
+                columns=["symbol", "name", "exchange", "market", "list_date", "status"]
+            )
 
     def get_trading_calendar(self, exchange: str = "SSE") -> List[date]:
         """获取交易日历"""
         conn = self._get_connection()
 
         sql = f"""
-            SELECT trade_date FROM {self._table('trading_calendar')}
+            SELECT trade_date FROM {self._table("trading_calendar")}
             WHERE exchange = %s AND is_trading_day = 1
             ORDER BY trade_date
         """
@@ -582,7 +609,7 @@ class MySQLDataSource(DataSource):
                 cursor.execute(sql, (exchange,))
                 rows = cursor.fetchall()
 
-            return [row['trade_date'] for row in rows]
+            return [row["trade_date"] for row in rows]
         except Exception as e:
             logger.error(f"Failed to get trading calendar: {e}")
             return []
@@ -590,10 +617,7 @@ class MySQLDataSource(DataSource):
     # ==================== 基本面数据 ====================
 
     def get_fundamental(
-        self,
-        symbols: List[str],
-        date,
-        indicators: Optional[List[str]] = None
+        self, symbols: List[str], date, indicators: Optional[List[str]] = None
     ) -> pd.DataFrame:
         """获取基本面数据
 
@@ -611,7 +635,7 @@ class MySQLDataSource(DataSource):
         placeholders = ",".join(["%s"] * len(mysql_symbols))
         sql = f"""
             SELECT symbol, report_date, roe, netprofitmargin, grossprofitmargin, pe_ttm, pb
-            FROM {self._table('fundamental_data')}
+            FROM {self._table("fundamental_data")}
             WHERE symbol IN ({placeholders}) AND report_date <= %s
             ORDER BY symbol, report_date DESC
         """
@@ -622,19 +646,41 @@ class MySQLDataSource(DataSource):
                 rows = cursor.fetchall()
 
             if not rows:
-                return pd.DataFrame(columns=['symbol', 'report_date', 'roe', 'netprofitmargin', 'grossprofitmargin', 'pe_ttm', 'pb'])
+                return pd.DataFrame(
+                    columns=[
+                        "symbol",
+                        "report_date",
+                        "roe",
+                        "netprofitmargin",
+                        "grossprofitmargin",
+                        "pe_ttm",
+                        "pb",
+                    ]
+                )
 
             # 取每个股票的最新数据
             df = pd.DataFrame(rows)
-            df = df.groupby('symbol').first().reset_index()
+            df = df.groupby("symbol").first().reset_index()
             return df
         except Exception as e:
             logger.error(f"Failed to get fundamental data: {e}")
-            return pd.DataFrame(columns=['symbol', 'report_date', 'roe', 'netprofitmargin', 'grossprofitmargin', 'pe_ttm', 'pb'])
+            return pd.DataFrame(
+                columns=[
+                    "symbol",
+                    "report_date",
+                    "roe",
+                    "netprofitmargin",
+                    "grossprofitmargin",
+                    "pe_ttm",
+                    "pb",
+                ]
+            )
 
     # ==================== 数据同步 ====================
 
-    def sync_from_akshare(self, start_date: date = None, end_date: date = None, symbols: List[str] = None):
+    def sync_from_akshare(
+        self, start_date: date = None, end_date: date = None, symbols: List[str] = None
+    ):
         """从 akshare 同步日线数据到 MySQL
 
         Args:
@@ -648,6 +694,7 @@ class MySQLDataSource(DataSource):
             start_date = date(2020, 1, 1)
         if end_date is None:
             from datetime import timedelta
+
             end_date = date.today() - timedelta(1)
 
         akshare = AkshareDataSource(use_cache=True)
@@ -655,7 +702,7 @@ class MySQLDataSource(DataSource):
         # 获取股票列表
         if symbols is None:
             stock_list = akshare.get_stock_list()
-            symbols = stock_list['symbol'].tolist()[:100]  # 限制数量避免超时
+            symbols = stock_list["symbol"].tolist()[:100]  # 限制数量避免超时
 
         conn = self._get_connection()
         total = len(symbols)
@@ -673,8 +720,9 @@ class MySQLDataSource(DataSource):
                 # 插入数据库
                 with conn.cursor() as cursor:
                     for _, row in df.iterrows():
-                        cursor.execute(f"""
-                            INSERT INTO {self._table('daily_prices')}
+                        cursor.execute(
+                            f"""
+                            INSERT INTO {self._table("daily_prices")}
                             (symbol, trade_date, open, high, low, close, volume, amount)
                             VALUES (%s, %s, %s, %s, %s, %s, %s, %s)
                             ON DUPLICATE KEY UPDATE
@@ -684,16 +732,18 @@ class MySQLDataSource(DataSource):
                             close = VALUES(close),
                             volume = VALUES(volume),
                             amount = VALUES(amount)
-                        """, (
-                            mysql_symbol,
-                            row['date'],
-                            row['open'],
-                            row['high'],
-                            row['low'],
-                            row['close'],
-                            row.get('volume', 0),
-                            row.get('amount', 0)
-                        ))
+                        """,
+                            (
+                                mysql_symbol,
+                                row["date"],
+                                row["open"],
+                                row["high"],
+                                row["low"],
+                                row["close"],
+                                row.get("volume", 0),
+                                row.get("amount", 0),
+                            ),
+                        )
 
                 synced += 1
                 if synced % 10 == 0:
@@ -713,20 +763,19 @@ class MySQLDataSource(DataSource):
         conn = self._get_connection()
         with conn.cursor() as cursor:
             for day in trading_days:
-                cursor.execute(f"""
-                    INSERT INTO {self._table('trading_calendar')}
+                cursor.execute(
+                    f"""
+                    INSERT INTO {self._table("trading_calendar")}
                     (trade_date, exchange, is_trading_day)
                     VALUES (%s, %s, 1)
                     ON DUPLICATE KEY UPDATE is_trading_day = 1
-                """, (day, exchange))
+                """,
+                    (day, exchange),
+                )
 
         logger.info(f"Synced {len(trading_days)} trading days")
 
-    def sync_fundamentals(
-        self,
-        start_year: int = 2020,
-        end_year: int = 2024
-    ):
+    def sync_fundamentals(self, start_year: int = 2020, end_year: int = 2024):
         """从 akshare 同步基本面数据到 MySQL（批量获取）
 
         使用东方财富数据中心接口，一次获取指定日期的所有股票基本面数据。
@@ -740,7 +789,9 @@ class MySQLDataSource(DataSource):
 
         # 生成财报日期列表
         dates = FundamentalsProvider.generate_report_dates(start_year, end_year)
-        logger.info(f"准备同步 {start_year}-{end_year} 年财报，共 {len(dates)} 个报告期")
+        logger.info(
+            f"准备同步 {start_year}-{end_year} 年财报，共 {len(dates)} 个报告期"
+        )
 
         # 使用 Provider 批量获取数据
         provider = FundamentalsProvider(use_cache=True)
@@ -778,17 +829,19 @@ class MySQLDataSource(DataSource):
                 quarter_end = report_date
 
             # 获取季度日均收盘价
-            avg_prices = self._get_quarter_avg_close(df['symbol'].tolist(), quarter_start, quarter_end)
+            avg_prices = self._get_quarter_avg_close(
+                df["symbol"].tolist(), quarter_start, quarter_end
+            )
 
             # 插入数据库
             with conn.cursor() as cursor:
                 for _, row in df.iterrows():
-                    symbol = row.get('symbol')
+                    symbol = row.get("symbol")
                     if not symbol:
                         continue
 
-                    eps = row.get('eps')
-                    bps = row.get('bps')
+                    eps = row.get("eps")
+                    bps = row.get("bps")
                     avg_close = avg_prices.get(symbol)
 
                     # 转换为 float 避免 Decimal 运算问题
@@ -805,8 +858,9 @@ class MySQLDataSource(DataSource):
                         pb = round(avg_close_val / bps_val, 2)
 
                     try:
-                        cursor.execute(f"""
-                            INSERT INTO {self._table('fundamental_data')}
+                        cursor.execute(
+                            f"""
+                            INSERT INTO {self._table("fundamental_data")}
                             (symbol, report_date, eps, bps, net_profits, revenue, netprofit_yoy, roe, grossprofitmargin, pe_ttm, pb)
                             VALUES (%s, %s, %s, %s, %s, %s, %s, %s, %s, %s, %s)
                             ON DUPLICATE KEY UPDATE
@@ -819,26 +873,30 @@ class MySQLDataSource(DataSource):
                             grossprofitmargin = COALESCE(VALUES(grossprofitmargin), grossprofitmargin),
                             pe_ttm = COALESCE(VALUES(pe_ttm), pe_ttm),
                             pb = COALESCE(VALUES(pb), pb)
-                        """, (
-                            symbol,
-                            report_date,
-                            eps,
-                            bps,
-                            row.get('net_profits'),
-                            row.get('revenue'),
-                            row.get('netprofit_yoy'),
-                            row.get('roe'),
-                            row.get('grossprofitmargin'),
-                            pe_ttm,
-                            pb,
-                        ))
+                        """,
+                            (
+                                symbol,
+                                report_date,
+                                eps,
+                                bps,
+                                row.get("net_profits"),
+                                row.get("revenue"),
+                                row.get("netprofit_yoy"),
+                                row.get("roe"),
+                                row.get("grossprofitmargin"),
+                                pe_ttm,
+                                pb,
+                            ),
+                        )
                         total_inserted += 1
                     except Exception as e:
                         logger.warning(f"插入失败 {symbol}: {e}")
 
             logger.info(f"{report_date} 完成")
 
-    def _get_quarter_avg_close(self, symbols: List[str], start_date: str, end_date: str) -> Dict[str, float]:
+    def _get_quarter_avg_close(
+        self, symbols: List[str], start_date: str, end_date: str
+    ) -> Dict[str, float]:
         """计算股票在指定期间的日均收盘价
 
         Args:
@@ -857,7 +915,7 @@ class MySQLDataSource(DataSource):
 
         sql = f"""
             SELECT symbol, AVG(close) as avg_close
-            FROM {self._table('daily_prices')}
+            FROM {self._table("daily_prices")}
             WHERE symbol IN ({placeholders})
             AND trade_date BETWEEN %s AND %s
             GROUP BY symbol
@@ -867,7 +925,7 @@ class MySQLDataSource(DataSource):
             with conn.cursor() as cursor:
                 cursor.execute(sql, tuple(symbols) + (start_date, end_date))
                 rows = cursor.fetchall()
-            return {row['symbol']: round(row['avg_close'], 2) for row in rows}
+            return {row["symbol"]: round(row["avg_close"], 2) for row in rows}
         except Exception as e:
             logger.warning(f"计算季度日均收盘价失败: {e}")
             return {}
@@ -875,10 +933,7 @@ class MySQLDataSource(DataSource):
         logger.info(f"基本面同步完成: 共插入/更新 {total_inserted} 条记录")
 
     def sync_fundamentals_from_baostock(
-        self,
-        symbols: List[str] = None,
-        start_year: int = 2020,
-        end_year: int = 2024
+        self, symbols: List[str] = None, start_year: int = 2020, end_year: int = 2024
     ):
         """从 baostock 同步基本面数据到 MySQL（已废弃，使用 sync_fundamentals）
 
@@ -887,7 +942,9 @@ class MySQLDataSource(DataSource):
             start_year: 开始年份
             end_year: 结束年份
         """
-        logger.warning("sync_fundamentals_from_baostock 已废弃，请使用 sync_fundamentals")
+        logger.warning(
+            "sync_fundamentals_from_baostock 已废弃，请使用 sync_fundamentals"
+        )
         self.sync_fundamentals(start_year, end_year)
 
     # ==================== 辅助方法 ====================
@@ -897,9 +954,11 @@ class MySQLDataSource(DataSource):
         try:
             conn = self._get_connection()
             with conn.cursor() as cursor:
-                cursor.execute(f"SELECT COUNT(*) as cnt FROM {self._table('daily_prices')}")
+                cursor.execute(
+                    f"SELECT COUNT(*) as cnt FROM {self._table('daily_prices')}"
+                )
                 result = cursor.fetchone()
-                daily_count = result['cnt']
+                daily_count = result["cnt"]
 
             return {
                 "status": "ok",

{quantcli-0.1.7 → quantcli-0.1.8}/quantcli/datasources/sync/gm_fundamental.py

@@ -17,13 +17,19 @@ from ..mysql import MySQLDataSource
 
 logger = get_logger(__name__)
 
-try:
-    import gm
+GM_AVAILABLE = None
 
-    GM_AVAILABLE = True
-except ImportError:
-    GM_AVAILABLE = False
-    logger.warning("掘金 SDK 未安装，基本面同步将使用降级方案")
+
+def _check_gm():
+    global GM_AVAILABLE
+    if GM_AVAILABLE is None:
+        try:
+            import gm
+
+            GM_AVAILABLE = True
+        except ImportError:
+            GM_AVAILABLE = False
+    return GM_AVAILABLE
 
 
 class GmFundamentalSync:
@@ -66,8 +72,8 @@ class GmFundamentalSync:
         Returns:
             {symbol: 同步记录数} 字典
         """
-        if not GM_AVAILABLE:
-            logger.warning("掘金 SDK 未安装，跳过基本面同步")
+        if not _check_gm():
+            logger.warning("掘金 SDK 未安装，基本面同步将使用降级方案")
             return {}
 
         # 初始化掘金

{quantcli-0.1.7 → quantcli-0.1.8}/quantcli/utils/__init__.py

@@ -5,10 +5,12 @@
 - time: 日期时间处理
 - path: 路径管理
 - validate: 数据验证
+- env: 环境变量加载
 
 Usage:
     >>> from quantcli.utils import get_logger, parse_date, project_root
     >>> from quantcli.utils import validate_schema, check_columns
+    >>> from quantcli.utils import get_env
 """
 
 # Logger
@@ -92,6 +94,13 @@ from .validate import (
     assert_range,
 )
 
+# Env
+from .env import (
+    load_env,
+    get_env,
+    get_env_int,
+)
+
 __all__ = [
     # Logger
     "setup_logger",
@@ -162,4 +171,8 @@ __all__ = [
     "assert_columns",
     "assert_no_null",
     "assert_range",
+    # Env
+    "load_env",
+    "get_env",
+    "get_env_int",
 ]

quantcli-0.1.8/quantcli/utils/env.py

@@ -0,0 +1,77 @@
+import os
+from pathlib import Path
+from typing import Dict, Optional
+
+_env_cache: Optional[Dict[str, str]] = None
+
+
+def load_env(file_path: str = "~/.env") -> Dict[str, str]:
+    """加载 .env 文件
+
+    Args:
+        file_path: .env 文件路径，默认 ~/.env
+
+    Returns:
+        环境变量字典
+    """
+    global _env_cache
+    if _env_cache is not None:
+        return _env_cache
+
+    _env_cache = {}
+    path = Path(file_path).expanduser()
+    if path.exists():
+        with open(path) as f:
+            for line in f:
+                line = line.strip()
+                if line and not line.startswith("#") and "=" in line:
+                    k, v = line.split("=", 1)
+                    _env_cache[k.strip()] = v.strip()
+    return _env_cache
+
+
+def get_env(key: str, default: str = None) -> str:
+    """获取环境变量，优先从 ~/.env 读取
+
+    优先级（如果 ~/.env 存在）：
+    1. ~/.env 文件
+    2. 系统环境变量
+    3. 默认值
+
+    如果 ~/.env 不存在：
+    1. 系统环境变量
+    2. 默认值
+
+    Args:
+        key: 环境变量名
+        default: 默认值
+
+    Returns:
+        环境变量值
+    """
+    # 检查 ~/.env 是否存在
+    env_file = Path("~/.env").expanduser()
+    if env_file.exists():
+        # 优先从 ~/.env 读取
+        env = load_env()
+        if key in env:
+            return env[key]
+        # 然后检查系统环境变量
+        value = os.getenv(key)
+        if value is not None:
+            return value
+        return default
+    else:
+        # 没有 ~/.env 时，使用系统环境变量
+        value = os.getenv(key)
+        if value is not None:
+            return value
+        return default
+
+
+def get_env_int(key: str, default: int = None) -> int:
+    """获取整数类型的环境变量"""
+    value = get_env(key, str(default) if default is not None else None)
+    if value is None:
+        return default
+    return int(value)

{quantcli-0.1.7 → quantcli-0.1.8/quantcli.egg-info}/PKG-INFO

@@ -1,6 +1,6 @@
 Metadata-Version: 2.4
 Name: quantcli
-Version: 0.1.7
+Version: 0.1.8
 Summary: 面向AI的多因子量化选股策略挖掘工具，AI Agent 友好 CLI
 Author-email: QuantCLI Team <quantcli@example.com>
 Project-URL: repository, https://github.com/wumu2013/quantcli

{quantcli-0.1.7 → quantcli-0.1.8}/quantcli.egg-info/SOURCES.txt

@@ -40,6 +40,7 @@ quantcli/parser/__init__.py
 quantcli/parser/constants.py
 quantcli/parser/formula.py
 quantcli/utils/__init__.py
+quantcli/utils/env.py
 quantcli/utils/logger.py
 quantcli/utils/path.py
 quantcli/utils/symbol_utils.py