新增：自选分组页面

Dockerfile

@@ -99,8 +99,10 @@ RUN if [ "$USE_CN_MIRROR" = "1" ]; then \
     fi
 
 # Backend deps
-COPY README.md /README.md
+COPY README.md ./README.md
 COPY backend/pyproject.toml backend/uv.lock* ./
+# Fix readme path in pyproject.toml for Docker build context
+RUN sed -i 's|readme = "../README.md"|readme = "README.md"|g' pyproject.toml
 # uv 原生支持同时挂多个 index(主源 + 备用源),会自动在两源中查找,
 # 比逐个重试更稳健 —— 任一源缺包时另一源补位。
 RUN if [ "$USE_CN_MIRROR" = "1" ]; then \

backend/app/api/regime_intraday.py

@@ -0,0 +1,84 @@
+"""实时环境 API - 分钟级环境综合分及四维度数据。"""
+from __future__ import annotations
+
+import logging
+from datetime import date, datetime
+from pathlib import Path
+
+from fastapi import APIRouter, Query, Request
+
+from app.services.intraday_regime import (
+    INTRADAY_REGIME_DIR,
+    get_intraday_regime_service,
+    is_trading_time,
+    load_intraday_regime,
+)
+
+router = APIRouter(prefix="/api/regime/intraday", tags=["regime-intraday"])
+logger = logging.getLogger(__name__)
+
+
+@router.get("/latest")
+def intraday_regime_latest(request: Request, target_date: date | None = Query(None)):
+    """获取最新的实时环境数据。"""
+    service = get_intraday_regime_service()
+    service.set_repo(request.app.state.repo)
+    latest = service.get_latest(target_date)
+    return {"data": latest}
+
+
+@router.get("/history")
+def intraday_regime_history(request: Request, target_date: date | None = Query(None)):
+    """获取当日的历史分钟级环境数据。"""
+    service = get_intraday_regime_service()
+    service.set_repo(request.app.state.repo)
+    history = service.get_history(target_date)
+    return {"data": history, "count": len(history)}
+
+
+@router.get("/status")
+def intraday_regime_status(request: Request):
+    """获取实时环境服务状态。"""
+    now = datetime.now()
+    trading = is_trading_time(now)
+    return {
+        "trading_time": trading,
+        "current_time": now.isoformat(),
+    }
+
+
+@router.post("/compute")
+def intraday_regime_compute(request: Request, force: bool = Query(False)):
+    """手动触发一次实时环境计算。"""
+    service = get_intraday_regime_service()
+    service.set_repo(request.app.state.repo)
+    result = service.compute_now(force=force)
+    return {"success": result is not None, "data": result}
+
+
+@router.get("/dates")
+def intraday_regime_dates(request: Request):
+    """获取可用的日期列表。"""
+    repo = request.app.state.repo
+    data_dir = Path(repo.store.data_dir) / INTRADAY_REGIME_DIR
+
+    if not data_dir.exists():
+        return {"dates": []}
+
+    dates = []
+
+    # 扫描 .parquet 文件
+    for file in data_dir.glob("*.parquet"):
+        date_str = file.stem
+        try:
+            # 验证日期格式
+            parsed_date = date.fromisoformat(date_str)
+            dates.append(parsed_date)
+        except ValueError:
+            pass
+
+    # 去重并按日期降序排序
+    unique_dates = sorted(list(set(dates)), reverse=True)
+
+    return {"dates": [d.isoformat() for d in unique_dates]}
+

backend/app/api/sentiment.py

@@ -0,0 +1,159 @@
+"""情绪周期(sentiment) API — 时序查询 + 手动重算。
+
+装配逻辑在 app.services.sentiment_builder (纯函数), API 层薄壳 + TTL 缓存。
+完全复用 regime API 的设计模式。
+"""
+from __future__ import annotations
+
+import logging
+import threading
+import time
+from datetime import date
+from typing import Any
+
+from fastapi import APIRouter, Query, Request
+
+from app.services import sentiment_builder
+
+router = APIRouter(prefix="/api/sentiment", tags=["sentiment"])
+
+_CACHE_TTL = 5.0
+_cache: dict[str, Any] | None = None
+_cache_ts: float = 0.0
+_cache_lock = threading.Lock()
+
+logger = logging.getLogger(__name__)
+
+
+def invalidate_sentiment_cache() -> None:
+    """清空 sentiment 查询缓存。批算/重算后调用。"""
+    global _cache, _cache_ts
+    with _cache_lock:
+        _cache = None
+        _cache_ts = 0.0
+
+
+def _data_dir(request: Request) -> Any:
+    return request.app.state.repo.store.data_dir
+
+
+def _df_to_records(df) -> list[dict]:
+    """polars DataFrame → JSON 安全的 list[dict](date 转 ISO 字符串)。"""
+    if df is None or df.is_empty():
+        return []
+    records = []
+    for r in df.to_dicts():
+        if "date" in r and r["date"] is not None:
+            r["date"] = str(r["date"])
+        records.append(r)
+    return records
+
+
+@router.get("/history")
+def sentiment_history(
+    request: Request,
+    start: date | None = Query(None),
+    end: date | None = Query(None),
+    limit: int = Query(120, ge=1, le=1000),
+):
+    """历史情绪周期时序(含 6 维度分 + 总情绪分 + 标签)。默认最近 N 天。"""
+    global _cache, _cache_ts
+    cache_key = f"hist|{start}|{end}|{limit}"
+    with _cache_lock:
+        if _cache is not None and _cache.get("key") == cache_key and (time.time() - _cache_ts) < _CACHE_TTL:
+            return _cache["data"]
+
+    df = sentiment_builder.load_sentiment_history(_data_dir(request))
+    if df.is_empty():
+        result: dict = {"rows": [], "total": 0}
+    else:
+        if start:
+            df = df.filter(pl_col_date(df, ">=", start))
+        if end:
+            df = df.filter(pl_col_date(df, "<=", end))
+        # limit 仅在"最近 N 天"模式(未传 start/end)生效;
+        # 日期范围模式(传了 start/end, 如"全部")应返回完整范围, 不截断。
+        if start is None and end is None:
+            df = df.sort("date", descending=True).head(limit)
+        df = df.sort("date")
+        rows = _df_to_records(df)
+        result = {"rows": rows, "total": len(rows)}
+
+    with _cache_lock:
+        _cache = {"key": cache_key, "data": result}
+        _cache_ts = time.time()
+    return result
+
+
+def pl_col_date(df, op: str, value: date):
+    """polars 日期过滤辅助(避免重复 import)。"""
+    import polars as pl
+
+    col = pl.col("date")
+    return col >= value if op == ">=" else col <= value
+
+
+@router.get("/latest")
+def sentiment_latest(request: Request):
+    """最新日情绪周期(轻量)。"""
+    df = sentiment_builder.load_sentiment_history(_data_dir(request))
+    if df.is_empty():
+        return {"row": None}
+    latest = df.sort("date", descending=True).head(1)
+    rows = _df_to_records(latest)
+    return {"row": rows[0] if rows else None}
+
+
+@router.get("/coverage")
+def sentiment_coverage(request: Request):
+    """sentiment 数据覆盖元信息(供数据画像/API)。"""
+    return sentiment_builder.get_sentiment_coverage(_data_dir(request))
+
+
+@router.post("/recompute")
+def sentiment_recompute(request: Request, start: date | None = None, end: date | None = None):
+    """手动触发重算(全量或指定区间)。管理员操作。
+
+    - 不传 start: 强制全量重算(enriched 最早日 ~ 今天), 覆盖所有已有行。
+      与 daily_pipeline 的增量补差(compute_sentiment_incremental)不同 —— 该接口面向
+      人工「我要重新算一遍」的预期, 必须真正重算而非增量补缺口。
+    - 传 start: 仅重算 [start, end] 区间。
+    """
+    repo = request.app.state.repo
+    data_dir = _data_dir(request)
+    end = end or date.today()
+
+    depth_service = getattr(request.app.state, "depth_service", None)
+
+    logger.info("sentiment_recompute called with start=%s, end=%s", start, end)
+
+    if start is None:
+        # 全量: 从 enriched 最早日强制重算到今天
+        earliest = sentiment_builder.earliest_enriched_date(repo)
+        logger.info("sentiment_recompute: earliest_enriched_date = %s", earliest)
+        if earliest is None:
+            invalidate_sentiment_cache()
+            return {"ok": True, "computed": 0}
+        start = earliest
+
+    logger.info("sentiment_recompute: computing from %s to %s", start, end)
+    new_rows = sentiment_builder.run_sentiment_batch(repo, start=start, end=end, depth_service=depth_service)
+    logger.info("sentiment_recompute: new_rows.height = %s", new_rows.height if not new_rows.is_empty() else 0)
+
+    if not new_rows.is_empty():
+        sentiment_builder.upsert_sentiment_history(data_dir, new_rows)
+    invalidate_sentiment_cache()
+    return {"ok": True, "computed": new_rows.height if not new_rows.is_empty() else 0}
+
+
+@router.post("/refresh")
+def sentiment_refresh(request: Request):
+    """增量刷新:只计算当天、缺失的、以及stale的数据(快)。"""
+    repo = request.app.state.repo
+    data_dir = _data_dir(request)
+    depth_service = getattr(request.app.state, "depth_service", None)
+    logger.info("sentiment_refresh called")
+    new_rows = sentiment_builder.compute_sentiment_incremental(repo, data_dir, depth_service=depth_service)
+    logger.info("sentiment_refresh: new_rows.height = %s", new_rows.height if not new_rows.is_empty() else 0)
+    invalidate_sentiment_cache()
+    return {"ok": True, "computed": new_rows.height if not new_rows.is_empty() else 0}

backend/app/api/sentiment_intraday.py

@@ -0,0 +1,97 @@
+"""实时情绪 API - 分钟级情绪指标。"""
+from __future__ import annotations
+
+import logging
+from datetime import date, datetime
+from pathlib import Path
+from typing import Any
+
+from fastapi import APIRouter, Query, Request
+
+from app.services.intraday_sentiment import (
+    INTRADAY_SENTIMENT_DIR,
+    get_intraday_sentiment_service,
+    is_trading_time,
+    should_record_now,
+    load_intraday_sentiment,
+)
+
+router = APIRouter(prefix="/api/sentiment/intraday", tags=["sentiment-intraday"])
+logger = logging.getLogger(__name__)
+
+
+@router.get("/latest")
+def intraday_sentiment_latest(request: Request, target_date: date | None = Query(None)):
+    """获取最新的实时情绪数据。"""
+    service = get_intraday_sentiment_service()
+    service.set_repo(request.app.state.repo)
+    service.set_depth_service(getattr(request.app.state, "depth_service", None))
+    latest = service.get_latest(target_date)
+    return {"data": latest}
+
+
+@router.get("/history")
+def intraday_sentiment_history(request: Request, target_date: date | None = Query(None)):
+    """获取当日的历史分钟级情绪数据。"""
+    service = get_intraday_sentiment_service()
+    service.set_repo(request.app.state.repo)
+    history = service.get_history(target_date)
+    return {"data": history, "count": len(history)}
+
+
+@router.get("/status")
+def intraday_sentiment_status(request: Request):
+    """获取实时情绪服务状态。"""
+    now = datetime.now()
+    trading = is_trading_time(now)
+    return {
+        "trading_time": trading,
+        "current_time": now.isoformat(),
+    }
+
+
+@router.post("/compute")
+def intraday_sentiment_compute(request: Request, force: bool = Query(False)):
+    """手动触发一次实时情绪计算。"""
+    service = get_intraday_sentiment_service()
+    service.set_repo(request.app.state.repo)
+    service.set_depth_service(getattr(request.app.state, "depth_service", None))
+    result = service.compute_now(force=force)
+    return {"success": result is not None, "data": result}
+
+
+@router.get("/dates")
+def intraday_sentiment_dates(request: Request):
+    """获取可用的日期列表。"""
+    repo = request.app.state.repo
+    data_dir = Path(repo.store.data_dir) / INTRADAY_SENTIMENT_DIR
+
+    if not data_dir.exists():
+        return {"dates": []}
+
+    dates = []
+
+    # 扫描 .parquet 文件
+    for file in data_dir.glob("*.parquet"):
+        date_str = file.stem
+        try:
+            # 验证日期格式
+            parsed_date = date.fromisoformat(date_str)
+            dates.append(parsed_date)
+        except ValueError:
+            pass
+
+    # 扫描 date=YYYY-MM-DD 目录
+    for dir_path in data_dir.glob("date=*"):
+        date_str = dir_path.name.replace("date=", "")
+        try:
+            # 验证日期格式
+            parsed_date = date.fromisoformat(date_str)
+            dates.append(parsed_date)
+        except ValueError:
+            pass
+
+    # 去重并按日期降序排序
+    unique_dates = sorted(list(set(dates)), reverse=True)
+
+    return {"dates": [d.isoformat() for d in unique_dates]}