gahusb
ace0339d33
- git mv stock-lab/ → stock/ - docker-compose.yml: 서비스 키 + container_name + build.context + frontend.depends_on + agent-office STOCK_LAB_URL → STOCK_URL - agent-office/app: config.py, service_proxy.py, agents/stock.py, tests/ STOCK_LAB_URL → STOCK_URL - nginx/default.conf: proxy_pass http://stock-lab → http://stock (3 lines) - CLAUDE.md / README.md / STATUS.md / scripts/ 문구 갱신 - stock/ 내부 자기 참조 갱신 lab 네이밍 정책 (feedback_lab_naming.md) graduation. API URL / Python import / DB 파일명 변경 없음.
142 lines
4.3 KiB
Python
142 lines
4.3 KiB
Python
"""ai_news refresh pipeline — 시총 상위 N종목 병렬 처리."""
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from __future__ import annotations
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import asyncio
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import datetime as dt
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import logging
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import os
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import sqlite3
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import time
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from typing import Any, Dict, List
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from . import scraper as _scraper # legacy, kept for backward import
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from . import analyzer as _analyzer
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from . import articles_source # 신규
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log = logging.getLogger(__name__)
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DEFAULT_TOP_N = 100
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DEFAULT_CONCURRENCY = 10
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DEFAULT_NEWS_PER_TICKER = 5
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def _top_market_cap_tickers(conn: sqlite3.Connection, n: int) -> List[str]:
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rows = conn.execute(
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"SELECT ticker FROM krx_master "
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"WHERE market_cap IS NOT NULL AND is_preferred=0 AND is_spac=0 "
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"ORDER BY market_cap DESC LIMIT ?",
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(n,),
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).fetchall()
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return [r[0] for r in rows]
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def _make_llm():
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"""Anthropic AsyncClient — env에 ANTHROPIC_API_KEY 필수."""
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from anthropic import AsyncAnthropic
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return AsyncAnthropic(api_key=os.environ["ANTHROPIC_API_KEY"])
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async def _process_one(
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ticker: str, name: str, articles: List[Dict[str, Any]],
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sem: asyncio.Semaphore, llm, model: str,
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) -> Dict[str, Any]:
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async with sem:
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return await _analyzer.score_sentiment(
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llm, ticker, articles, name=name, model=model,
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)
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def _upsert_news_sentiment(
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conn: sqlite3.Connection, asof: dt.date,
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rows: List[Dict[str, Any]], *, source: str = "articles",
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) -> None:
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iso = asof.isoformat()
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data = [
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(
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r["ticker"], iso, r["score_raw"], r["reason"], r["news_count"],
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r["tokens_input"], r["tokens_output"], r["model"], source,
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)
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for r in rows
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]
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conn.executemany(
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"""INSERT INTO news_sentiment
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(ticker, date, score_raw, reason, news_count,
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tokens_input, tokens_output, model, source)
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VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?)
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ON CONFLICT(ticker, date) DO UPDATE SET
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score_raw=excluded.score_raw,
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reason=excluded.reason,
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news_count=excluded.news_count,
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tokens_input=excluded.tokens_input,
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tokens_output=excluded.tokens_output,
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model=excluded.model,
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source=excluded.source
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""",
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data,
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)
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conn.commit()
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async def refresh_daily(
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conn: sqlite3.Connection,
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asof: dt.date,
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*,
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top_n: int = DEFAULT_TOP_N,
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concurrency: int = DEFAULT_CONCURRENCY,
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max_news_per_ticker: int = DEFAULT_NEWS_PER_TICKER,
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window_days: int = 1,
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model: str = _analyzer.DEFAULT_MODEL,
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) -> Dict[str, Any]:
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started = time.time()
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tickers = _top_market_cap_tickers(conn, n=top_n)
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name_map = {
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r[0]: r[1] for r in conn.execute(
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f"SELECT ticker, name FROM krx_master WHERE ticker IN "
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f"({','.join('?' * len(tickers))})", tickers,
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).fetchall()
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} if tickers else {}
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articles_by_ticker, mapping_stats = articles_source.gather_articles_for_tickers(
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conn, tickers, asof,
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window_days=window_days,
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max_per_ticker=max_news_per_ticker,
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)
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sem = asyncio.Semaphore(concurrency)
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async with _make_llm() as llm:
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tasks = []
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for t in tickers:
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arts = articles_by_ticker.get(t, [])
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if not arts:
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continue # 매핑 0 — score 미생성
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tasks.append(_process_one(t, name_map.get(t, t), arts, sem, llm, model))
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raw_results = await asyncio.gather(*tasks, return_exceptions=True)
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successes: List[Dict[str, Any]] = []
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failures: List[str] = []
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for r in raw_results:
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if isinstance(r, BaseException):
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failures.append(repr(r))
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elif isinstance(r, dict):
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successes.append(r)
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if successes:
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_upsert_news_sentiment(conn, asof, successes, source="articles")
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top_pos = sorted(successes, key=lambda r: -r["score_raw"])[:5]
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top_neg = sorted(successes, key=lambda r: r["score_raw"])[:5]
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return {
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"asof": asof.isoformat(),
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"updated": len(successes),
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"failures": failures,
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"duration_sec": round(time.time() - started, 2),
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"tokens_input": sum(r["tokens_input"] for r in successes),
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"tokens_output": sum(r["tokens_output"] for r in successes),
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"top_pos": top_pos,
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"top_neg": top_neg,
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"model": model,
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"mapping": mapping_stats,
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}
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