feat(stock): compute_and_store + build_holdings_brief

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

stock/app/holdings_intel.py

@@ -238,6 +238,80 @@ def portfolio_health(holdings: list[dict], total_cash: int = 0) -> dict:
     }
 
 
+DEFAULT_PARAMS = {
+    "stop_pct": 0.08, "take_pct": 0.25, "climax_vol_x": 3.0,
+    "move_pct": 7.0, "vol_z": 2.5,
+    "momentum_drop": 15.0, "momentum_low": 35.0,
+}
+
+
+def _load_ctx(asof: dt.date):
+    """ScreenContext.load를 감싸는 thin wrapper (테스트에서 monkeypatch 대상)."""
+    from .screener.engine import ScreenContext
+    with db._conn() as conn:
+        return ScreenContext.load(conn, asof)
+
+
+def _today_kst() -> dt.date:
+    return (dt.datetime.utcnow() + dt.timedelta(hours=9)).date()
+
+
+def compute_and_store(asof: Optional[dt.date] = None, use_llm: bool = True,
+                      params: dict | None = None) -> dict:
+    """보유종목 시그널 계산 → holdings_signals upsert (멱등).
+
+    Returns:
+        {"stored": N, "date": "YYYY-MM-DD"} or {"stored": 0, "reason": "..."}
+    """
+    asof = asof or _today_kst()
+    p = {**DEFAULT_PARAMS, **(params or {})}
+    holdings = get_holdings()
+    if not holdings:
+        return {"stored": 0, "reason": "no_holdings"}
+    krx = [h for h in holdings if h.get("is_krx")]
+    ctx = _load_ctx(asof)
+    posture = technical_posture(ctx, [h["ticker"] for h in krx]) if krx else {}
+    date_iso = asof.isoformat()
+    issues_map = news_issues([h["ticker"] for h in holdings], date_iso, use_llm=use_llm)
+    stored = 0
+    for h in holdings:
+        t = h["ticker"]
+        tp = ctx.prices[ctx.prices["ticker"] == t] if h.get("is_krx") else None
+        tf = ctx.flow[ctx.flow["ticker"] == t] if h.get("is_krx") else None
+        flags = exit_rules(h, tp, p) if h.get("is_krx") else {}
+        tech = posture.get(t)
+        # momentum_loss: 직전 저장 시그널 대비 하락 or 낮은 강도
+        prev = db.get_holdings_signal_history(t, limit=2)
+        prev_score = next((r["tech_score"] for r in prev if r["date"] != date_iso), None)
+        if tech is not None and (
+            (prev_score is not None and tech < prev_score - p["momentum_drop"])
+            or tech < p["momentum_low"]
+        ):
+            flags["momentum_loss"] = True
+        evts = market_events(t, tp, tf, p) if h.get("is_krx") else []
+        issues = list(issues_map.get(t, [])) + evts
+        action, reasons = decide_action(tech if tech is not None else 0.0, flags, h.get("pnl_rate"))
+        db.upsert_holdings_signal(
+            date=date_iso, ticker=t, name=h.get("name"), action=action,
+            tech_score=tech, exit_flags=flags, issues=issues,
+            close=h.get("current_price"), pnl_rate=h.get("pnl_rate"), reasons=reasons,
+        )
+        stored += 1
+    return {"stored": stored, "date": date_iso}
+
+
+def build_holdings_brief(date: Optional[str] = None) -> dict:
+    """최신 시그널 + 포트 건강 조립 (브리핑/UI payload)."""
+    date = date or db.get_latest_holdings_date()
+    if not date:
+        return {"date": None, "holdings": [], "portfolio_health": {}}
+    signals = db.get_holdings_signals(date)
+    holdings = get_holdings()
+    total_cash = sum(c.get("cash", 0) for c in db.get_all_broker_cash())
+    health = portfolio_health(holdings, total_cash=total_cash)
+    return {"date": date, "holdings": signals, "portfolio_health": health}
+
+
 def decide_action(tech_score: float, exit_flags: dict, pnl: float | None,
                   add_score: float = ADD_SCORE) -> tuple[str, str]:
     """액션 결정 매트릭스: sell > trim > add > hold (우선순위 순).

stock/app/test_holdings_intel.py

@@ -273,3 +273,25 @@ def test_portfolio_health_empty_and_zero():
     h1 = hi.portfolio_health([{"ticker": "X", "quantity": 1, "avg_price": 0,
                                "current_price": 0, "is_krx": True}], total_cash=0)
     assert h1["total_pnl_rate"] == 0.0
+
+
+# ---- Phase 4 tests ----
+
+def test_compute_and_store_and_brief(monkeypatch):
+    import os, tempfile
+    from app import db
+    monkeypatch.setattr(db, "DB_PATH", os.path.join(tempfile.mkdtemp(), "stock.db"))
+    db.init_db()
+    monkeypatch.setattr(hi, "get_holdings", lambda: [
+        {"ticker": "005930", "name": "삼성전자", "quantity": 10, "avg_price": 1000,
+         "current_price": 1100, "pnl_rate": 10.0, "is_krx": True}])
+    ctx = _toy_ctx(("005930",))
+    monkeypatch.setattr(hi, "_load_ctx", lambda asof: ctx)
+    monkeypatch.setattr(hi, "_news_sentiment_map", lambda date: {})
+    monkeypatch.setattr(hi.db, "get_all_broker_cash", lambda: [{"broker": "kis", "cash": 500000}])
+    res = hi.compute_and_store(asof=ctx.asof, use_llm=False)
+    assert res["stored"] == 1
+    brief = hi.build_holdings_brief()
+    assert brief["holdings"][0]["ticker"] == "005930"
+    assert "portfolio_health" in brief
+    assert brief["holdings"][0]["action"] in ("add", "hold", "trim", "sell")