add news data ingestion and sentiment factor preparation
This commit is contained in:
sam
parent
2147dc3244
commit
8dad9728f5
@ -17,6 +17,7 @@ from app.utils.logging import get_logger
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from app.features.extended_factors import ExtendedFactors
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from app.features.sentiment_factors import SentimentFactors
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from app.features.value_risk_factors import ValueRiskFactors
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from app.ingest.news import prepare_news_for_factors
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# 导入因子验证功能
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from app.features.validation import check_data_sufficiency, check_data_sufficiency_for_zero_window, detect_outliers
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# 导入UI进度状态管理
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@ -161,6 +162,10 @@ def compute_factors(
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LOGGER.info("无可用标的生成因子 trade_date=%s", trade_date_str, extra=LOG_EXTRA)
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return []
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if any(spec.name.startswith("sent_") for spec in specs):
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# 情绪因子需要依赖最新的新闻情绪/热度评分，先确保新闻数据落库
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prepare_news_for_factors(trade_date, lookback_days=7)
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if skip_existing:
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# 检查所有因子名称
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factor_names = [spec.name for spec in specs]
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@ -5,7 +5,7 @@ import os
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import sqlite3
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import time
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from collections import defaultdict, deque
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from datetime import date
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from datetime import date, datetime, timedelta
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from typing import Dict, Iterable, List, Optional, Sequence, Set, Tuple
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import pandas as pd
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@ -266,6 +266,112 @@ def _record_exists(
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return row is not None
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def _parse_date_str(value: str) -> Optional[date]:
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try:
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return datetime.strptime(value, "%Y%m%d").date()
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except (TypeError, ValueError):
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return None
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def _increment_date_str(value: str) -> str:
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parsed = _parse_date_str(value)
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if parsed is None:
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return value
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return _format_date(parsed + timedelta(days=1))
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def _infer_exchange(ts_code: Optional[str]) -> str:
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if not ts_code:
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return "SSE"
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if ts_code.endswith(".SZ"):
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return "SZSE"
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if ts_code.endswith(".BJ"):
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return "BSE"
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return "SSE"
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def _trading_dates_for_range(start_str: str, end_str: str, ts_code: Optional[str] = None) -> List[str]:
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start_dt = _parse_date_str(start_str)
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end_dt = _parse_date_str(end_str)
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if start_dt is None or end_dt is None or start_dt > end_dt:
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return []
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exchange = _infer_exchange(ts_code)
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trade_dates = _load_trade_dates(start_dt, end_dt, exchange=exchange)
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if not trade_dates and exchange != "SSE":
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trade_dates = _load_trade_dates(start_dt, end_dt, exchange="SSE")
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return trade_dates
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def _distinct_dates(
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table: str,
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date_col: str,
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start_str: str,
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end_str: str,
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ts_code: Optional[str] = None,
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) -> Set[str]:
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sql = f"SELECT DISTINCT {date_col} AS trade_date FROM {table} WHERE {date_col} BETWEEN ? AND ?"
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params: List[object] = [start_str, end_str]
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if ts_code:
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sql += " AND ts_code = ?"
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params.append(ts_code)
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try:
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with db_session(read_only=True) as conn:
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rows = conn.execute(sql, tuple(params)).fetchall()
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except sqlite3.OperationalError:
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return set()
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return {str(row["trade_date"]) for row in rows if row["trade_date"]}
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def _first_missing_date(
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table: str,
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date_col: str,
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start_str: str,
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end_str: str,
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ts_code: Optional[str] = None,
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) -> Optional[str]:
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trade_calendar = _trading_dates_for_range(start_str, end_str, ts_code=ts_code)
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if not trade_calendar:
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return None
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existing = _distinct_dates(table, date_col, start_str, end_str, ts_code=ts_code)
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for trade_date in trade_calendar:
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if trade_date not in existing:
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return trade_date
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return None
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def _latest_existing_date(
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table: str,
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date_col: str,
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*,
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start_str: Optional[str] = None,
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end_str: Optional[str] = None,
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ts_code: Optional[str] = None,
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) -> Optional[str]:
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sql = f"SELECT MAX({date_col}) AS max_date FROM {table}"
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clauses: List[str] = []
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params: List[object] = []
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if start_str:
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clauses.append(f"{date_col} >= ?")
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params.append(start_str)
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if end_str:
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clauses.append(f"{date_col} <= ?")
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params.append(end_str)
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if ts_code:
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clauses.append("ts_code = ?")
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params.append(ts_code)
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if clauses:
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sql += " WHERE " + " AND ".join(clauses)
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try:
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with db_session(read_only=True) as conn:
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row = conn.execute(sql, tuple(params)).fetchone()
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except sqlite3.OperationalError:
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return None
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if not row:
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return None
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value = row["max_date"]
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return str(value) if value else None
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def _existing_suspend_dates(start_str: str, end_str: str, ts_code: str | None = None) -> Set[str]:
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sql = "SELECT DISTINCT suspend_date FROM suspend WHERE suspend_date BETWEEN ? AND ?"
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params: List[object] = [start_str, end_str]
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@ -1089,6 +1195,21 @@ def fetch_suspensions(
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}
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if ts_code:
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params["ts_code"] = ts_code
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if skip_existing:
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resume_start = start_str
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latest = _latest_existing_date(
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"suspend",
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"suspend_date",
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start_str=start_str,
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end_str=end_str,
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ts_code=ts_code,
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)
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if latest and latest >= start_str:
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resume_start = _increment_date_str(latest)
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if resume_start > end_str:
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LOGGER.info("停复牌信息已覆盖 %s-%s，跳过", start_str, end_str, extra=LOG_EXTRA)
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return []
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params["start_date"] = resume_start
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df = _fetch_paginated("suspend_d", params)
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if df.empty:
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return []
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@ -1195,6 +1316,25 @@ def fetch_stk_limit(
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params: Dict[str, object] = {"start_date": start_str, "end_date": end_str}
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if ts_code:
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params["ts_code"] = ts_code
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if skip_existing:
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resume_start = start_str
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latest = _latest_existing_date(
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"stk_limit",
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"trade_date",
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start_str=start_str,
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end_str=end_str,
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ts_code=ts_code,
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)
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if latest and latest >= start_str:
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missing = _first_missing_date("stk_limit", "trade_date", start_str, latest, ts_code=ts_code)
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if missing:
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resume_start = missing
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else:
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resume_start = _increment_date_str(latest)
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if resume_start > end_str:
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LOGGER.info("涨跌停数据已覆盖 %s-%s，跳过", start_str, end_str, extra=LOG_EXTRA)
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return []
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params["start_date"] = resume_start
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df = _fetch_paginated("stk_limit", params, limit=4000)
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if df.empty:
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return []
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@ -2,6 +2,7 @@
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from __future__ import annotations
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import hashlib
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import re
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import sqlite3
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from dataclasses import dataclass, field, replace
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from datetime import date, datetime, timedelta, timezone
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@ -23,6 +24,19 @@ LOGGER = get_logger(__name__)
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LOG_EXTRA = {"stage": "gdelt_ingest"}
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DateLike = Union[date, datetime]
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_LANGUAGE_CANONICAL: Dict[str, str] = {
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"en": "en",
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"eng": "en",
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"english": "en",
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"zh": "zh",
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"zho": "zh",
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"zh-cn": "zh",
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"zh-hans": "zh",
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"zh-hant": "zh",
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"zh_tw": "zh",
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"chinese": "zh",
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}
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@dataclass
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class GdeltSourceConfig:
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@ -227,28 +241,132 @@ def fetch_gdelt_articles(
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LOGGER.warning("未安装 gdeltdoc，跳过 GDELT 拉取", extra=LOG_EXTRA)
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return []
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filters_kwargs = dict(config.filters)
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filters_kwargs.setdefault("num_records", config.num_records)
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if start:
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base_filters = dict(config.filters)
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base_filters.setdefault("num_records", config.num_records)
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original_timespan = base_filters.get("timespan")
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filters_kwargs = dict(base_filters)
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def _strip_quotes(token: str) -> str:
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stripped = token.strip()
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if (stripped.startswith('"') and stripped.endswith('"')) or (stripped.startswith("'") and stripped.endswith("'")):
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return stripped[1:-1].strip()
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return stripped
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def _normalize_keywords(value: object) -> object:
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if isinstance(value, str):
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parts = [part.strip() for part in re.split(r"\s+OR\s+", value) if part.strip()]
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if len(parts) <= 1:
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return _strip_quotes(value)
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normalized = [_strip_quotes(part) for part in parts]
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return normalized
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if isinstance(value, (list, tuple, set)):
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normalized = [_strip_quotes(str(item)) for item in value if str(item).strip()]
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return normalized
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return value
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def _sanitize(filters: Dict[str, object]) -> Dict[str, object]:
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cleaned = dict(filters)
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def _normalise_sequence_field(field: str, mapping: Optional[Dict[str, str]] = None) -> None:
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value = cleaned.get(field)
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if isinstance(value, (list, tuple, set)):
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items: List[str] = []
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for token in value:
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if not token:
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continue
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token_str = str(token).strip()
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if not token_str:
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continue
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mapped = mapping.get(token_str.lower(), token_str) if mapping else token_str
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if mapped not in items:
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items.append(mapped)
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if not items:
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cleaned.pop(field, None)
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elif len(items) == 1:
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cleaned[field] = items[0]
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else:
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cleaned[field] = items
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elif isinstance(value, str):
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stripped = value.strip()
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if not stripped:
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cleaned.pop(field, None)
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elif mapping:
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cleaned[field] = mapping.get(stripped.lower(), stripped)
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else:
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cleaned[field] = stripped
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elif value is None:
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cleaned.pop(field, None)
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_normalise_sequence_field("language", _LANGUAGE_CANONICAL)
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_normalise_sequence_field("country")
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_normalise_sequence_field("domain")
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_normalise_sequence_field("domain_exact")
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keyword_value = cleaned.get("keyword")
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if keyword_value is not None:
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normalized_keyword = _normalize_keywords(keyword_value)
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if isinstance(normalized_keyword, list):
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if not normalized_keyword:
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cleaned.pop("keyword", None)
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elif len(normalized_keyword) == 1:
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cleaned["keyword"] = normalized_keyword[0]
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else:
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cleaned["keyword"] = normalized_keyword
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elif isinstance(normalized_keyword, str):
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cleaned["keyword"] = normalized_keyword
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else:
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cleaned.pop("keyword", None)
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return cleaned
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if start or end:
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filters_kwargs.pop("timespan", None)
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if start:
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filters_kwargs["start_date"] = start
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if end:
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filters_kwargs.pop("timespan", None)
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filters_kwargs["end_date"] = end
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try:
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filter_obj = Filters(**filters_kwargs)
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except Exception as exc: # noqa: BLE001 - guard misconfigured filters
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LOGGER.error("GDELT 过滤器解析失败 key=%s err=%s", config.key, exc, extra=LOG_EXTRA)
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return []
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filters_kwargs = _sanitize(filters_kwargs)
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client = GdeltDoc()
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try:
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df = client.article_search(filter_obj)
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except Exception as exc: # noqa: BLE001 - network/service issues
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LOGGER.warning("GDELT 请求失败 key=%s err=%s", config.key, exc, extra=LOG_EXTRA)
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return []
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def _run_query(kwargs: Dict[str, object]) -> Optional[pd.DataFrame]:
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try:
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filter_obj = Filters(**kwargs)
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except Exception as exc: # noqa: BLE001
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LOGGER.error("GDELT 过滤器解析失败 key=%s err=%s", config.key, exc, extra=LOG_EXTRA)
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return None
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try:
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return client.article_search(filter_obj)
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except Exception as exc: # noqa: BLE001
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message = str(exc)
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if "Invalid/Unsupported Language" in message and kwargs.get("language"):
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LOGGER.warning(
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"GDELT 语言过滤不被支持，移除后重试 key=%s languages=%s",
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config.key,
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kwargs.get("language"),
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extra=LOG_EXTRA,
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)
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retry_kwargs = dict(kwargs)
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retry_kwargs.pop("language", None)
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return _run_query(retry_kwargs)
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LOGGER.warning("GDELT 请求失败 key=%s err=%s", config.key, exc, extra=LOG_EXTRA)
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return None
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df = _run_query(filters_kwargs)
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if df is None or df.empty:
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if (start or end) and original_timespan:
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fallback_kwargs = dict(base_filters)
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fallback_kwargs["timespan"] = original_timespan
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fallback_kwargs.pop("start_date", None)
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fallback_kwargs.pop("end_date", None)
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fallback_kwargs = _sanitize(fallback_kwargs)
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LOGGER.info(
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"GDELT 无匹配结果，尝试使用 timespan 回退 key=%s timespan=%s",
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config.key,
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original_timespan,
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extra=LOG_EXTRA,
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)
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df = _run_query(fallback_kwargs)
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if df is None or df.empty:
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LOGGER.info("GDELT 无匹配结果 key=%s", config.key, extra=LOG_EXTRA)
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return []
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119
app/ingest/news.py
Normal file
119
app/ingest/news.py
Normal file
@ -0,0 +1,119 @@
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"""Unified news ingestion orchestration with GDELT as the primary source."""
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from __future__ import annotations
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from datetime import date, datetime, timedelta
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from typing import Set, Tuple
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from app.data.schema import initialize_database
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from app.utils.logging import get_logger
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from .gdelt import ingest_configured_gdelt
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LOGGER = get_logger(__name__)
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LOG_EXTRA = {"stage": "news_ingest"}
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_PREPARED_WINDOWS: Set[Tuple[str, int]] = set()
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def _normalize_date(value: date | datetime) -> datetime:
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if isinstance(value, datetime):
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return value
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return datetime.combine(value, datetime.min.time())
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def ingest_latest_news(
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*,
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days_back: int = 1,
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force: bool = False,
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) -> int:
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"""Fetch latest news primarily via GDELT within a day-level window."""
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initialize_database()
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now = datetime.utcnow()
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days = max(days_back, 1)
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start_day = (now.date() - timedelta(days=days - 1))
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start_dt = datetime.combine(start_day, datetime.min.time())
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end_dt = datetime.combine(now.date(), datetime.max.time())
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LOGGER.info(
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"触发 GDELT 新闻拉取 days=%s force=%s",
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days,
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force,
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extra=LOG_EXTRA,
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)
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inserted = ingest_configured_gdelt(
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start=start_dt,
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end=end_dt,
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incremental=not force,
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)
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LOGGER.info("新闻拉取完成 inserted=%s", inserted, extra=LOG_EXTRA)
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return inserted
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def ensure_news_range(
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start: date | datetime,
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end: date | datetime,
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*,
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force: bool = False,
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) -> int:
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"""Ensure the news store covers the requested window."""
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initialize_database()
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start_dt = _normalize_date(start)
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end_dt = _normalize_date(end)
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if start_dt > end_dt:
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start_dt, end_dt = end_dt, start_dt
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start_dt = datetime.combine(start_dt.date(), datetime.min.time())
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end_dt = datetime.combine(end_dt.date(), datetime.max.time())
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LOGGER.info(
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"同步 GDELT 新闻数据 start=%s end=%s force=%s",
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start_dt.isoformat(),
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end_dt.isoformat(),
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force,
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extra=LOG_EXTRA,
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)
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inserted = ingest_configured_gdelt(
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start=start_dt,
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end=end_dt,
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incremental=not force,
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)
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LOGGER.info(
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"新闻窗口同步完成 inserted=%s start=%s end=%s",
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inserted,
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start_dt.isoformat(),
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end_dt.isoformat(),
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extra=LOG_EXTRA,
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)
|
||||
return inserted
|
||||
|
||||
|
||||
def prepare_news_for_factors(
|
||||
trade_date: date,
|
||||
*,
|
||||
lookback_days: int = 3,
|
||||
force: bool = False,
|
||||
) -> int:
|
||||
"""Prepare news data before sentiment factor computation."""
|
||||
|
||||
key = (trade_date.strftime("%Y%m%d"), max(lookback_days, 1))
|
||||
if not force and key in _PREPARED_WINDOWS:
|
||||
LOGGER.debug(
|
||||
"新闻窗口已准备完成 trade_date=%s lookback=%s",
|
||||
key[0],
|
||||
key[1],
|
||||
extra=LOG_EXTRA,
|
||||
)
|
||||
return 0
|
||||
|
||||
end_date = trade_date
|
||||
start_date = trade_date - timedelta(days=max(lookback_days - 1, 0))
|
||||
inserted = ensure_news_range(start_date, end_date, force=force)
|
||||
if not force:
|
||||
_PREPARED_WINDOWS.add(key)
|
||||
return inserted
|
||||
|
||||
|
||||
__all__ = [
|
||||
"ensure_news_range",
|
||||
"ingest_latest_news",
|
||||
"prepare_news_for_factors",
|
||||
]
|
||||
@ -13,7 +13,7 @@ if str(ROOT) not in sys.path:
|
||||
|
||||
from app.data.schema import initialize_database
|
||||
from app.ingest.checker import run_boot_check
|
||||
from app.ingest.rss import ingest_configured_rss
|
||||
from app.ingest.news import ingest_latest_news
|
||||
from app.ui.portfolio_config import render_portfolio_config
|
||||
from app.ui.progress_state import render_factor_progress
|
||||
from app.ui.shared import LOGGER, LOG_EXTRA, render_tuning_backtest_hints
|
||||
@ -58,15 +58,15 @@ def main() -> None:
|
||||
progress_hook=progress_hook,
|
||||
force_refresh=False,
|
||||
)
|
||||
rss_count = ingest_configured_rss(hours_back=24, max_items_per_feed=50)
|
||||
news_count = ingest_latest_news(days_back=1, force=False)
|
||||
LOGGER.info(
|
||||
"自动数据更新完成：日线数据覆盖%s-%s，RSS新闻%s条",
|
||||
"自动数据更新完成：日线数据覆盖%s-%s，GDELT新闻%s条",
|
||||
report.start,
|
||||
report.end,
|
||||
rss_count,
|
||||
news_count,
|
||||
extra=LOG_EXTRA,
|
||||
)
|
||||
st.success(f"✅ 自动数据更新完成：获取RSS新闻 {rss_count} 条")
|
||||
st.success(f"✅ 自动数据更新完成：获取 GDELT 新闻 {news_count} 条")
|
||||
except Exception as exc: # noqa: BLE001
|
||||
LOGGER.exception("自动数据更新失败", extra=LOG_EXTRA)
|
||||
st.error(f"❌ 自动数据更新失败：{exc}")
|
||||
|
||||
@ -71,61 +71,39 @@ def render_tests() -> None:
|
||||
|
||||
st.divider()
|
||||
|
||||
st.subheader("RSS 数据测试")
|
||||
st.write("用于验证 RSS 配置是否能够正常抓取新闻并写入数据库。")
|
||||
rss_url = st.text_input(
|
||||
"测试 RSS 地址",
|
||||
value="https://rsshub.app/cls/depth/1000",
|
||||
help="留空则使用默认配置的全部 RSS 来源。",
|
||||
).strip()
|
||||
rss_hours = int(
|
||||
st.subheader("新闻数据测试（GDELT）")
|
||||
st.write("用于验证 GDELT 配置是否能够正常抓取新闻并写入数据库。")
|
||||
news_days = int(
|
||||
st.number_input(
|
||||
"回溯窗口（小时）",
|
||||
"回溯窗口（天）",
|
||||
min_value=1,
|
||||
max_value=168,
|
||||
value=24,
|
||||
step=6,
|
||||
help="仅抓取最近指定小时内的新闻。",
|
||||
max_value=30,
|
||||
value=1,
|
||||
step=1,
|
||||
help="按天抓取最近区间的新闻。",
|
||||
)
|
||||
)
|
||||
rss_limit = int(
|
||||
st.number_input(
|
||||
"单源抓取条数",
|
||||
min_value=1,
|
||||
max_value=200,
|
||||
value=50,
|
||||
step=10,
|
||||
)
|
||||
force_news = st.checkbox(
|
||||
"强制重新抓取（忽略增量状态）",
|
||||
value=False,
|
||||
)
|
||||
if st.button("运行 RSS 测试"):
|
||||
from app.ingest import rss as rss_ingest
|
||||
if st.button("运行 GDELT 新闻测试"):
|
||||
from app.ingest.news import ingest_latest_news
|
||||
|
||||
LOGGER.info(
|
||||
"点击 RSS 测试按钮 rss_url=%s hours=%s limit=%s",
|
||||
rss_url,
|
||||
rss_hours,
|
||||
rss_limit,
|
||||
"点击 GDELT 新闻测试按钮 days=%s force=%s",
|
||||
news_days,
|
||||
force_news,
|
||||
extra=LOG_EXTRA,
|
||||
)
|
||||
with st.spinner("正在抓取 RSS 新闻..."):
|
||||
with st.spinner("正在抓取 GDELT 新闻..."):
|
||||
try:
|
||||
if rss_url:
|
||||
items = rss_ingest.fetch_rss_feed(
|
||||
rss_url,
|
||||
hours_back=rss_hours,
|
||||
max_items=rss_limit,
|
||||
)
|
||||
count = rss_ingest.save_news_items(items)
|
||||
else:
|
||||
count = rss_ingest.ingest_configured_rss(
|
||||
hours_back=rss_hours,
|
||||
max_items_per_feed=rss_limit,
|
||||
)
|
||||
st.success(f"RSS 测试完成，新增 {count} 条新闻记录。")
|
||||
count = ingest_latest_news(days_back=news_days, force=force_news)
|
||||
st.success(f"GDELT 新闻测试完成，新增 {count} 条新闻记录。")
|
||||
except Exception as exc: # noqa: BLE001
|
||||
LOGGER.exception("RSS 测试失败", extra=LOG_EXTRA)
|
||||
st.error(f"RSS 测试失败：{exc}")
|
||||
alerts.add_warning("RSS", "RSS 测试执行失败", str(exc))
|
||||
LOGGER.exception("GDELT 新闻测试失败", extra=LOG_EXTRA)
|
||||
st.error(f"GDELT 新闻测试失败：{exc}")
|
||||
alerts.add_warning("GDELT", "GDELT 新闻测试执行失败", str(exc))
|
||||
update_dashboard_sidebar()
|
||||
|
||||
st.divider()
|
||||
|
||||
Loading…
Reference in New Issue
Block a user