Commit Graph

11 Commits

Author SHA1 Message Date
Lv, Qi
abe47c4bc8 refactor(report): switch to HTML+Gotenberg for high-quality PDF export
- Feat: Add Gotenberg service to docker-compose for headless PDF rendering
- Feat: Implement /generate-pdf endpoint in report-generator-service
- Feat: Add PDF generation proxy route in api-gateway
- Refactor(frontend): Rewrite PDFExportButton to generate HTML with embedded styles and images
- Feat(frontend): Auto-crop React Flow screenshots to remove whitespace
- Style: Optimize report print layout with CSS (margins, image sizing)
- Chore: Remove legacy react-pdf code and font files
2025-11-30 22:43:22 +08:00
Lv, Qi
fbfb820853 feat(frontend): enhance workflow visualizer layout, report page UI and add pending task doc
- Refactor WorkflowVisualizer to use rank-based grid layout for better readability of parallel tasks.
- Improve edge rendering in visualizer with highlighting logic and curved lines.
- Update ReportPage tabs styling to be more distinct and card-like.
- Implement collapsible sidebar for Workflow Status visualizer with vertical text support.
- Add formatNodeName utility for cleaner task name display.
- Fix CSS issues in index.css.
- Add documentation for pending task: adding display_name to workflow DTOs.
2025-11-28 00:30:57 +08:00
Lv, Qi
b41eaf8b99 Refactor frontend to Vite+React SPA and update docs
Major architectural shift from Next.js to a lightweight Vite + React SPA model ("Puppet Architecture") to better support real-time workflow visualization and strict type safety.

Key Changes:
1. **Architecture & Build**:
   - Initialized Vite + React + TypeScript project.
   - Configured Tailwind CSS v4 and Shadcn UI.
   - Archived legacy Next.js frontend to 'frontend/archive/v2_nextjs'.

2. **Core Features**:
   - **Dashboard**: Implemented startup page with Symbol, Market, and Template selection.
   - **Report Page**:
     - **Workflow Visualization**: Integrated ReactFlow to show dynamic DAG of analysis tasks.
     - **Real-time Status**: Implemented Mock SSE logic to simulate task progress, logs, and status changes.
     - **Multi-Tab Interface**: Dynamic tabs for 'Overview', 'Fundamental Data', and analysis modules.
     - **Streaming Markdown**: Enabled typewriter-style streaming rendering for analysis reports using 'react-markdown'.
   - **Config Page**: Implemented settings for AI Providers, Data Sources, and Templates using TanStack Query.

3. **Documentation**:
   - Created v2.0 User Guide ('docs/1_requirements/20251122_[Active]_user-guide_v2.md').
   - Implemented 'DocsPage' in frontend to render the user guide directly within the app.

4. **Backend Alignment**:
   - Created 'docs/frontend/backend_todos.md' outlining necessary backend adaptations (OpenAPI, Progress tracking).

This commit establishes the full frontend 'shell' ready for backend integration.
2025-11-22 19:37:36 +08:00
Lv, Qi
0cb31e363e Refactor E2E tests and improve error handling in Orchestrator
- Fix `simple_test_analysis` template in E2E test setup to align with Orchestrator's data fetch logic.
- Implement and verify additional E2E scenarios:
    - Scenario C: Partial Provider Failure (verified error propagation fix in Orchestrator).
    - Scenario D: Invalid Symbol input.
    - Scenario E: Analysis Module failure.
- Update `WorkflowStateMachine::handle_report_failed` to correctly scope error broadcasting to the specific task instead of failing effectively silently or broadly.
- Update testing strategy documentation to reflect completed Phase 4 testing.
- Skip Scenario B (Orchestrator Restart) as persistence is not yet implemented (decision made to defer persistence).
2025-11-21 20:44:32 +08:00
Lv, Qi
9d62a53b73 refactor(architecture): Align frontend & docs with DB gateway pattern
本次提交旨在完成一次架构一致性重构,核心目标是使前端代码和相关文档完全符合“`data-persistence-service`是唯一数据库守门人”的设计原则。

主要变更包括:
1.  **移除前端数据库直连**:
    *   从`docker-compose.yml`中删除了`frontend`服务的`DATABASE_URL`。
    *   彻底移除了`frontend`项目中的`Prisma`依赖、配置文件和客户端实例。
2.  **清理前端UI**:
    *   从配置页面中删除了所有与数据库设置相关的UI组件和业务逻辑。
3.  **同步更新文档**:
    *   更新了《用户使用文档》和《需求文档》,移除了所有提及或要求前端进行数据库配置的过时内容。

此次重构后,系统前端的数据交互已完全收敛至`api-gateway`,确保了架构的统一性、健壮性和高内聚。
2025-11-17 01:29:56 +08:00
xucheng
ca60410966 feat: 通用市场财务/快照/分析接口;增强数据源与配置读取
Backend
- router(financial): 新增通用路径 /{market}/{stock_code}、/snapshot、/analysis/stream
  - 用 MarketEnum 统一市场(cn/us/hk/jp)
  - 将 /china/{ts_code} 改为通用 get_financials,并规范 period,按年限裁剪
  - 新增通用昨日快照接口(CN 复用原逻辑,其他市场兜底近交易日收盘)
- data_manager: 仅从 config/config.json 读取各 provider API key,不再读取环境变量
  - series 构建更健壮:None/空结构判定;接受 numpy/pandas 数值类型并安全转 float
- provider(finnhub):
  - SDK 失败时使用 httpx 直连兜底(profile2、financials-reported)
  - 规范化年度报表,映射 revenue/net income/gross profit/assets/equity/goodwill/OCF/CapEx
  - 计算 gross/net margin、ROA、ROE;直接产出 series 结构
  - 增加关键步骤日志与异常保护
- provider(yfinance): 修正同步阻塞的获取逻辑,使用 run_in_executor 包装

Frontend
- hooks(useApi):
  - 将中国财务接口路径改为 /api/financials/cn
  - 新增 useFinancials 与 useSnapshot,统一多市场数据访问
- report/[symbol]/page.tsx:
  - 支持多市场(映射 usa→us、china→cn 等),统一 symbol 与分析流路径
  - 去除仅限中国市场的 UI 限制,财务/分析/图表对多市场可用
  - 使用新的分析与快照 API 路径
- lib/prisma.ts: 去除无关内容(微小空行调整)

Docs
- 重组文档目录:
  - docs/已完成任务/tasks.md(重命名自 docs/tasks.md)
  - docs/未完成任务/us_market_integration_tasks.md 新增

BREAKING CHANGE
- API 路径变更:
  - 财务数据:/api/financials/china/{ts_code} → /api/financials/{market}/{stock_code}
  - 快照:/api/financials/china/{ts_code}/snapshot → /api/financials/{market}/{stock_code}/snapshot
  - 分析流:/api/financials/china/{ts_code}/analysis/{type}/stream → /api/financials/{market}/{stock_code}/analysis/{type}/stream
- 前端需使用 useFinancials/useSnapshot 或更新为 /cn 路径以兼容中国市场
2025-11-06 20:01:08 +08:00
xucheng
edfd51b0a7 feat: 昨日快照API与前端卡片;注册orgs路由;多项优化
- backend(financial): 新增 /china/{ts_code}/snapshot API,返回昨日交易日的收盘价/市值/PE/PB/股息率等

- backend(schemas): 新增 TodaySnapshotResponse

- backend(main): 注册 orgs 路由 /api/v1/orgs

- backend(providers:finnhub): 归一化财报字段并计算 gross_margin/net_margin/ROA/ROE

- backend(providers:tushare): 股东户数报告期与财报期对齐

- backend(routers/financial): years 默认改为 10(最大 10)

- config: analysis-config.json 切换到 qwen-flash-2025-07-28

- frontend(report/[symbol]): 新增“昨日快照”卡片、限制展示期数为10、优化增长与阈值高亮、修正类名与标题处理

- frontend(reports/[id]): 统一 period 变量与计算,修正表格 key

- frontend(hooks): 新增 useChinaSnapshot 钩子与类型

- scripts: dev.sh 增加调试输出
2025-11-05 17:00:32 +08:00
xucheng
3475138419 feat(数据): 新增员工、股东及税务指标并生成日志
- 后端: Tushare provider 新增 get_employee_number, get_holder_number, get_tax_to_ebt 方法,并在 financial 路由中集成。
- 前端: report 页面新增对应图表展示,并更新相关类型与工具函数。
- 清理: 移除多个过时的测试脚本。
- 文档: 创建 2025-11-04 开发日志并更新用户手册。
2025-11-04 21:22:32 +08:00
xucheng
3ffb30696b 修改了财务数据获取时的一些结构,但还没有完成,今天先做到这儿。 2025-11-04 14:03:34 +08:00
xucheng
ff7dc0c95a feat(backend): introduce DataManager and multi-provider; analysis orchestration; streaming endpoints; remove legacy tushare_client; enhance logging
feat(frontend): integrate Prisma and reports API/pages

chore(config): add data_sources.yaml; update analysis-config.json

docs: add 2025-11-03 dev log; update user guide

scripts: enhance dev.sh; add tushare_legacy_client

deps: update backend and frontend dependencies
2025-11-03 21:48:08 +08:00
xucheng
515e2d53c9 chore(run.sh): enhance logging and add npm check for frontend setup 2025-10-30 16:08:21 +08:00