lyman/Fundamental_Analysis
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23 Commits

Author SHA1 Message Date
Lv, Qi
e9e4d0c1b3 chore: massive update covering recent refactoring and bug fixes 
- fix: infinite message loop in workflow orchestrator
- feat: restore realtime LLM streaming from report generator to frontend
- refactor: major update to provider services (generic workers, workflow adapters)
- refactor: common contracts and message definitions updated
- feat: enhanced logging and observability in orchestrator
- docs: update project management tasks and status
- chore: dependency updates and config adjustments
 2025-11-30 19:17:02 +08:00
Lv, Qi
b8eab4dfd5 feat: fix error propagation in report-generator and workflow-orchestrator 2025-11-27 23:07:42 +08:00
Lv, Qi
a59b994a92 WIP: Commit all pending changes across services, frontend, and docs 
- Sync updates for provider services (AlphaVantage, Finnhub, YFinance, Tushare)
- Update Frontend components and pages for recent config changes
- Update API Gateway and Registry
- Include design docs and tasks status
 2025-11-27 02:45:56 +08:00
Lv, Qi
70b1a27978 feat: implement API DTO export and verify E2E tests 
- contracts: Add #[api_dto] macros to core structs for OpenAPI support
- api-gateway: Integrate utoipa for Swagger UI and OpenAPI spec generation
- config: Implement dynamic configuration APIs for DataSources and LLM Providers
- tests: Refactor E2E tests to support dynamic provider configuration and fix timeouts
- docs: Update backend status in backend_todos.md
 2025-11-22 22:14:01 +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
d28f3c5266 feat: update analysis workflow and fix LLM client connection issues 
- Enhance LlmClient to handle malformed URLs and HTML error responses
- Improve logging in report-generator-service worker
- Update frontend API routes and hooks for analysis
- Update various service configurations and persistence logic
 2025-11-19 17:30:52 +08:00
Lv, Qi
3d0fd6f704 refactor(phase0-1): 容器化与配置服务拆分，并清理根目录 
- 新增 docker-compose 与 Tiltfile，容器化 backend/frontend/postgres（宿主口+10000）
- 新增 services/config-service（GET /api/v1/system, /analysis-modules），并加入 compose
- backend ConfigManager 移除本地文件回退，强制依赖 config-service
- 新增 backend/frontend Dockerfile
- 清理根目录：移动 pm2.config.js -> deployment/；dev.py -> scripts/；删除根 package.json 与 lock
- 新增 .gitignore，忽略二进制与临时文件
 2025-11-08 21:07:38 +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
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
b982cd5368 更新前端配置、文档和脚本 2025-10-31 22:14:19 +08:00
xucheng
69b1b481b2 添加 PM2 守护 portwardenc-amd64 程序支持 2025-10-31 22:13:07 +08:00
xucheng
93199f8659 增加stop脚本 2025-10-31 03:12:04 +00:00
xucheng
8b5d5f5777 feat(frontend): add always-visible '重新生成分析' button per module\nfix(backend): inject dependency context for single-module generation (final_conclusion placeholders) 2025-10-31 03:09:43 +00:00
xucheng
2852436a82 chore: sync local changes after pulling remote updates 2025-10-30 08:12:58 +00:00
xucheng
515e2d53c9 chore(run.sh): enhance logging and add npm check for frontend setup 2025-10-30 16:08:21 +08:00
xucheng
7d42abea78 chore(run.sh): add detailed logging for venv setup 2025-10-30 15:29:04 +08:00
xucheng
194a4d4377 fix(run.sh): add check for python3-venv and provide instructions 2025-10-30 15:16:45 +08:00
xucheng
2f7cd70d36 feat: add run script to start frontend and backend with pm2 2025-10-30 15:03:03 +08:00
xucheng
b5a4d2212c feat: 实现动态分析配置并优化前端UI 
本次提交引入了一系列重要功能，核心是实现了财务分析模块的动态配置，并对配置和报告页面的用户界面进行了改进。

主要变更：

- **动态配置:**
  - 后端实现了 `ConfigManager` 服务，用于动态管理 `analysis-config.json` 和 `config.json`。
  - 添加了用于读取和更新配置的 API 端点。
  - 开发了前端 `/config` 页面，允许用户实时查看和修改分析配置。

- **后端增强:**
  - 更新了 `AnalysisClient` 和 `CompanyProfileClient` 以使用新的配置系统。
  - 重构了财务数据相关的路由。

- **前端改进:**
  - 新增了可复用的 `Checkbox` UI 组件。
  - 使用更直观和用户友好的界面重新设计了配置页面。
  - 改进了财务报告页面的布局和数据展示。

- **文档与杂务:**
  - 更新了设计和需求文档以反映新功能。
  - 更新了前后端依赖。
  - 修改了开发脚本 `dev.sh`。
 2025-10-30 14:50:36 +08:00
xucheng
e0aa61b8c4 feat: 添加分析模块配置和分析功能，更新财务数据处理逻辑 2025-10-29 22:49:27 +08:00
xucheng
6508589027 feat: 完成公司简介部分 2025-10-28 23:31:28 +08:00
xucheng
4d7aa56b4b Initial commit 2025-10-21 20:17:14 +08:00