feat(screener): add news_sentiment table + ai_news defaults + migration

stock-lab/app/screener/schema.py

@@ -12,6 +12,7 @@ DEFAULT_WEIGHTS = {
     "rs_rating":    1.2,
     "ma_alignment": 1.0,
     "vcp_lite":     0.8,
+    "ai_news":      0.8,
 }
 DEFAULT_NODE_PARAMS = {
     "foreign_buy":  {"window_days": 5},
@@ -21,6 +22,7 @@ DEFAULT_NODE_PARAMS = {
     "rs_rating":    {"weights": {"3m": 2, "6m": 1, "9m": 1, "12m": 1}},
     "ma_alignment": {"ma_periods": [50, 150, 200]},
     "vcp_lite":     {"short_window": 40, "long_window": 252},
+    "ai_news":      {"min_news_count": 1},
 }
 DEFAULT_GATE_PARAMS = {
     "min_market_cap_won": 50_000_000_000,
@@ -110,12 +112,45 @@ CREATE TABLE IF NOT EXISTS screener_results (
   FOREIGN KEY (run_id) REFERENCES screener_runs(id) ON DELETE CASCADE
 );
 CREATE INDEX IF NOT EXISTS idx_results_run_rank ON screener_results(run_id, rank);
+
+CREATE TABLE IF NOT EXISTS news_sentiment (
+  ticker          TEXT NOT NULL,
+  date            TEXT NOT NULL,
+  score_raw       REAL NOT NULL,
+  reason          TEXT NOT NULL DEFAULT '',
+  news_count      INTEGER NOT NULL DEFAULT 0,
+  tokens_input    INTEGER NOT NULL DEFAULT 0,
+  tokens_output   INTEGER NOT NULL DEFAULT 0,
+  model           TEXT NOT NULL DEFAULT 'claude-haiku-4-5-20251001',
+  created_at      TEXT NOT NULL DEFAULT (datetime('now','localtime')),
+  PRIMARY KEY (ticker, date)
+);
+CREATE INDEX IF NOT EXISTS idx_news_sentiment_date ON news_sentiment(date DESC);
 """
 
 
 def ensure_screener_schema(conn: sqlite3.Connection) -> None:
     """Create tables and seed default settings (idempotent)."""
     conn.executescript(DDL)
+    # ai_news 키 누락 시 1회 보충 (이미 운영 중인 환경에 대해)
+    row = conn.execute(
+        "SELECT weights_json, node_params_json FROM screener_settings WHERE id=1"
+    ).fetchone()
+    if row is not None:
+        w = json.loads(row[0])
+        p = json.loads(row[1])
+        changed = False
+        if "ai_news" not in w:
+            w["ai_news"] = DEFAULT_WEIGHTS["ai_news"]
+            changed = True
+        if "ai_news" not in p:
+            p["ai_news"] = DEFAULT_NODE_PARAMS["ai_news"]
+            changed = True
+        if changed:
+            conn.execute(
+                "UPDATE screener_settings SET weights_json=?, node_params_json=? WHERE id=1",
+                (json.dumps(w), json.dumps(p)),
+            )
     existing = conn.execute("SELECT id FROM screener_settings WHERE id=1").fetchone()
     if existing is None:
         now = datetime.now(timezone.utc).isoformat()

stock-lab/requirements.txt

@@ -1,4 +1,5 @@
 # 주식 서비스용 라이브러리
+anthropic==0.39.0
 requests==2.32.3
 httpx==0.27.2
 beautifulsoup4==4.12.3