Lv, Qi
03b53aed71
feat: Refactor Analysis Context Mechanism and Generic Worker
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- Implemented Unified Context Mechanism (Task 20251127):
- Decoupled intent (Module) from resolution (Orchestrator).
- Added ContextResolver for resolving input bindings (Manual Glob/Auto LLM).
- Added IOBinder for managing physical paths.
- Updated GenerateReportCommand to support explicit input bindings and output paths.
- Refactored Report Worker to Generic Execution (Task 20251128):
- Removed hardcoded financial DTOs and specific formatting logic.
- Implemented Generic YAML-based context assembly for better LLM readability.
- Added detailed execution tracing (Sidecar logs).
- Fixed input data collision bug by using full paths as context keys.
- Updated Tushare Provider to support dynamic output paths.
- Updated Common Contracts with new configuration models.
2025-11-28 20:11:17 +08:00
Lv, Qi
0cb31e363e
Refactor E2E tests and improve error handling in Orchestrator
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- 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
xucheng
edfd51b0a7
feat: 昨日快照API与前端卡片；注册orgs路由；多项优化
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- 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
ff7dc0c95a
feat(backend): introduce DataManager and multi-provider; analysis orchestration; streaming endpoints; remove legacy tushare_client; enhance logging
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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
b5a4d2212c
feat: 实现动态分析配置并优化前端UI
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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
4d7aa56b4b
Initial commit
2025-10-21 20:17:14 +08:00
