Release history
Daily Stock Analysis releases
All releases
24 shown
- Web homepage market‑review trigger with task polling and inline report output
- Notification routing by report, alert, and system_error with one‑click channel testing in settings
- Multilingual help infrastructure for core configuration fields (selected stock list, LLM model, etc.)
Full changelog
发布亮点
- feat: Web 首页新增“大盘复盘”触发入口、任务轮询与完成后报告直出;首次启动配置状态可提示缺口并引导到系统设置。
- feat: 新增通知路由策略,支持按 report、alert、system_error 将通知收窄到指定渠道;Web 设置页支持通知渠道一键测试。
- feat: 系统设置页新增配置项帮助入口与多语言帮助文案基础设施,首批覆盖自选股、LLM 主模型、LLM 渠道、飞书 Webhook 与 WebUI 监听地址。
- improve: 大盘复盘 API、CLI、Bot 共用
build_market_review_runtime装配路径,补齐litellm_model/llm_model_list与 legacy key 回退说明。 - improve: 个股报告操作建议结合支撑/压力、量能、筹码与主力资金流校准,减少买入/卖出剧烈切换,并补强 Agent 决策兜底。
- improve: Docker 镜像支持非 root 用户运行,LiteLLM 依赖约束放宽到后续安全 1.x 修复版本。
- fix: 修正 LLM 渠道测试中
Model disabled、provider blocked 等错误分类,避免被误报为网络异常。 - fix: 港股日线跳过不支持港股的内置历史数据源;北交所
BJ前缀与.BJ后缀代码校验保持一致。 - fix: Web 大盘复盘按钮可观测性、Windows fallback 锁进程探测和催化线索展示更稳健。
- docs: 新增文档中心与配置帮助维护说明,清理 README、完整指南与配置指南中的临时 PR/文档同步说明。
What's Changed
- feat: Add a Web home market-review trigger with task polling and inline report display; setup status now points users to missing configuration.
- feat: Add notification routing by report, alert, and system_error; add one-click notification channel testing in Web settings.
- feat: Add settings field help infrastructure with multilingual help text for the first batch of core configuration fields.
- improve: Share
build_market_review_runtimeacross API, CLI, and Bot market review paths; documentlitellm_model/llm_model_listand legacy key fallback behavior. - improve: Calibrate stock advice with support/resistance, volume, chips, and main-force capital flow; strengthen Agent decision fallback behavior.
- improve: Run Docker images as a non-root user and relax LiteLLM constraints to allow safe future 1.x fixes.
- fix: Classify
Model disabled, provider blocked, and related LLM channel test errors more accurately instead of reporting them as generic network failures. - fix: Avoid unsupported built-in historical providers for Hong Kong daily data; align Beijing Stock Exchange
BJprefix and.BJsuffix validation. - fix: Improve Web market-review observability, Windows fallback lock probing, and market catalyst snippet rendering.
- docs: Add the documentation index and settings-help maintenance guide; remove temporary PR/doc-sync notes from README and user-facing guides.
What's Changed
🤖 AI & Analysis
- fix: 建立通知能力 P0 基线 (#1200) by @massif-01 in https://github.com/ZhuLinsen/daily_stock_analysis/pull/1205
- feat: 支持 P1 Web 通知渠道一键测试 (#1200) by @massif-01 in https://github.com/ZhuLinsen/daily_stock_analysis/pull/1218
- feat: [issue #1199 PR1] add settings field help dialog infrastructure by @Activer007 in https://github.com/ZhuLinsen/daily_stock_analysis/pull/1204
- Fix market review catalyst snippets by @ZhuLinsen in https://github.com/ZhuLinsen/daily_stock_analysis/pull/1241
- feat: [Issue #1200 P3] 支持通知路由策略 by @massif-01 in https://github.com/ZhuLinsen/daily_stock_analysis/pull/1248
- Stabilize actionable stock decisions by @ZhuLinsen in https://github.com/ZhuLinsen/daily_stock_analysis/pull/1245
- Add web market review trigger by @ZhuLinsen in https://github.com/ZhuLinsen/daily_stock_analysis/pull/1242
📡 Data Sources
- Fix HK historical data provider routing by @ZhuLinsen in https://github.com/ZhuLinsen/daily_stock_analysis/pull/1232
🔔 Notifications
- docs #1200: 产品化自定义 Webhook Body 模板 P2 by @massif-01 in https://github.com/ZhuLinsen/daily_stock_analysis/pull/1226
⚙️ Configuration
- Relax LiteLLM version constraint by @ZhuLinsen in https://github.com/ZhuLinsen/daily_stock_analysis/pull/1201
- docs: Clean root helper files by @ZhuLinsen in https://github.com/ZhuLinsen/daily_stock_analysis/pull/1203
- fix: 修正 LLM Model disabled 诊断 (#1208) by @massif-01 in https://github.com/ZhuLinsen/daily_stock_analysis/pull/1211
- fix: 修正 LLM 渠道测试请求被拦截误报为网络异常 (#1223) by @massif-01 in https://github.com/ZhuLinsen/daily_stock_analysis/pull/1225
- Show home setup status hint by @ZhuLinsen in https://github.com/ZhuLinsen/daily_stock_analysis/pull/1243
- docs: Remove transient PR notes from docs by @ZhuLinsen in https://github.com/ZhuLinsen/daily_stock_analysis/pull/1255
🧪 Testing
- fix: 北交所股票处理差异,异常 (#1234) by @ZhuLinsen in https://github.com/ZhuLinsen/daily_stock_analysis/pull/1235
📝 Documentation
- chore: implement non-root execution for Docker by @RinZ27 in https://github.com/ZhuLinsen/daily_stock_analysis/pull/1214
- docs: 新增文档中心并优化 README 联系区 by @ZhuLinsen in https://github.com/ZhuLinsen/daily_stock_analysis/pull/1247
New Contributors
- @RinZ27 made their first contribution in https://github.com/ZhuLinsen/daily_stock_analysis/pull/1214
Full Changelog: https://github.com/ZhuLinsen/daily_stock_analysis/compare/v3.15.0...v3.16.0
- Add Anspire OpenAI-compatible LLM gateway support via ANSPIRE_API_KEYS
- Custom webhook body templates with CUSTOM_WEBHOOK_BODY_TEMPLATE
- Price change percent event alerts in EventMonitor
Full changelog
发布亮点
- LLM 渠道配置体验继续升级:新增 Anspire OpenAI-compatible 网关接入,并补齐常用服务商预设、官方来源、能力标签、配置注意事项和 GitHub Actions 显式映射。
- Web LLM 配置检测更可诊断:细分错误 reason,并支持用户显式触发 JSON、tools、vision、stream 运行时 smoke。
- LLM 运行时配置清理更稳健:只清理托管 provider 的失效运行时选择,并保留
cohere/*、google/*、xai/*等直连 provider 兼容语义。 - 通知与 Bot 状态可观测性增强:自定义 Webhook 支持 JSON body 模板,Bot
/status展示更完整的 LLM、Agent 与通知渠道状态。 - 大盘复盘、实时告警、Agent weak 兜底和持仓估值继续补强,降低默认值覆盖、缺价污染和配置排障成本。
新功能
- 支持
ANSPIRE_API_KEYS默认接入 Anspire OpenAI-compatible 大模型网关,并在 LLM 渠道编辑器补充 Anspire Open 预设。 - 自定义 Webhook 支持
CUSTOM_WEBHOOK_BODY_TEMPLATEJSON body 模板,便于适配 AstrBot、NapCat 和自建推送服务。 - 大盘复盘结构化区块新增大盘红绿灯结论,基于盘面温度输出 green/yellow/red、核心原因和操作建议。
- EventMonitor 支持
price_change_percent涨跌幅阈值规则,可按上涨或下跌方向触发实时告警。 - Web LLM 渠道编辑器新增常用服务商配置模板与预设,覆盖 MiniMax、火山方舟、OpenAI、Claude、Gemini、Kimi、Qwen、GLM、豆包等入口。
改进
- Web LLM 配置检测补充细分错误分类,并新增显式触发的 JSON/tools/vision/stream 运行时 smoke;默认测试和保存流程不变,检测结果仅作为当前配置的一次 best-effort 诊断。
- Bot
/status展示统一 LLM 主模型、Agent 模型、渠道模式、YAML 配置和更多通知渠道状态。 - Web LLM 渠道编辑器展示 provider 能力标签、官方来源链接和配置注意事项提示;这些标签仅用于配置参考,不代表运行时能力已验证通过。
- 抽出 Web LLM provider preset 单一模板数据源,保持现有配置保存语义不变。
- 补齐 LLM provider channel 在 GitHub Actions 中的显式映射,并同步
.env示例与配置文档。
修复
- Agent weak 完整性兜底在模型缺少评分、趋势、操作建议或 dashboard 关键块时优先保留本地趋势分析结果,并只补齐真正缺失的仪表盘字段,避免首页评分被默认 50 覆盖。
- 统一持仓快照输出现价、市值、浮盈亏、收益率与价格元信息,避免缺价或 stale 价格污染持仓估值。
- LLM 渠道测试补充结构化诊断与设置页排障提示,便于定位 provider、模型、Base URL 和鉴权配置问题。
- 明确 runtime 清理兼容边界:仅对托管 provider(
gemini、vertex_ai、anthropic、openai、deepseek)触发保存前失效值清理,cohere/*、google/*、xai/*直连值按 legacy 兼容路径保留,不做无提示迁移或覆写。 - 将 MiniMax 预设调整为官方 OpenAI-compatible Base URL 和当前模型示例,并补充 MiniMax、火山方舟、LiteLLM 兼容来源与回退说明。
- 移除截图识别对 Gemini 3 Vision 模型的过时降级逻辑,默认推断改用当前 Gemini 模型配置。
文档
- 完善 LLM provider 配置文档,补充配置方式选择、Actions 变量对照、运行时检测边界、错误 reason 排障和回滚路径(#1180)。
- 补充 LLM 渠道编辑器的官方来源、依赖兼容窗口、保存时的运行时模型清理规则,以及旧配置回退路径说明。
- 为
cohere/*、google/*、xai/*直连语义补充官方 provider/model 说明、litellm>=1.80.10,<1.82.7兼容依据引用,并明确示例模型名仅为配置保留行为说明而非可用性背书。 - 明确
price_change_percent事件告警仅为配置与运行时规则扩展,未变更模型/provider/base URL/LiteLLM 兼容语义;回退路径为关闭/移除 Event Monitor 配置。 - 同步 README、DEPLOY、full-guide、Anspire、AIHubMix 与 SerpAPI 相关说明,统一外链、配置口径和评审一致性说明。
测试
- 补齐 AI 配置页与
task_queue的 LLM 运行时清理/同步回归证据:恢复渠道模型时保留 fallback、编辑模型列表期间不静默清空运行时选择,渠道无可用模型时清理失效 runtime 引用,并覆盖 legacy key 与cohere/*、google/*、xai/*直连 provider 保留语义。 - 覆盖 Web LLM 配置检测的细分错误分类,以及 JSON、tools、vision、stream 运行时 smoke 的显式触发路径。
What's Changed
🤖 AI & Analysis
- feat: add market light summary to reviews by @ZhuLinsen in https://github.com/ZhuLinsen/daily_stock_analysis/pull/1177
- chore: land #1180 P1 LLM Actions mapping by @ZhuLinsen in https://github.com/ZhuLinsen/daily_stock_analysis/pull/1190
- feat: add Anspire Open LLM support by @ZhuLinsen in https://github.com/ZhuLinsen/daily_stock_analysis/pull/1193
- docs: sync Anspire Open docs and deployment guides by @ZhuLinsen in https://github.com/ZhuLinsen/daily_stock_analysis/pull/1195
- fix: 在 agent_weak 完整性兜底链路中保留本地已有的 sentiment_score、趋势… (#1188) by @ZhuLinsen in https://github.com/ZhuLinsen/daily_stock_analysis/pull/1194
🔔 Notifications
- feat: support custom webhook body templates by @ZhuLinsen in https://github.com/ZhuLinsen/daily_stock_analysis/pull/1173
⚙️ Configuration
- fix: 修复 task_queue、持仓估值与 LLM 诊断 (#1124) by @ZhuLinsen in https://github.com/ZhuLinsen/daily_stock_analysis/pull/1146
- feat: add LLM provider setup templates and presets by @ZhuLinsen in https://github.com/ZhuLinsen/daily_stock_analysis/pull/1175
- feat: add price change event alerts by @ZhuLinsen in https://github.com/ZhuLinsen/daily_stock_analysis/pull/1178
- fix: clean stale LLM runtime selections on save by @ZhuLinsen in https://github.com/ZhuLinsen/daily_stock_analysis/pull/1152
- feat: 增强 Web LLM 配置检测与错误分类 P3 (#1180) by @massif-01 in https://github.com/ZhuLinsen/daily_stock_analysis/pull/1196
- docs: 完善 LLM provider 配置文档 P4 (#1180) by @massif-01 in https://github.com/ZhuLinsen/daily_stock_analysis/pull/1198
🧪 Testing
- feat: improve bot status configuration summary by @ZhuLinsen in https://github.com/ZhuLinsen/daily_stock_analysis/pull/1174
- chore: 抽出 Web LLM provider template P0 真源 (#1180) by @massif-01 in https://github.com/ZhuLinsen/daily_stock_analysis/pull/1185
- feat: 将 Web LLM provider 配置提示 P2 落到 main (#1180) by @massif-01 in https://github.com/ZhuLinsen/daily_stock_analysis/pull/1191
Full Changelog: https://github.com/ZhuLinsen/daily_stock_analysis/compare/v3.14.2...v3.15.0
- Hong Kong market review support
- Combined Agent strategy support in Ask with clearer missing-config/fallback error semantics
- Read‑only setup status endpoint for onboarding and smoke runs
Full changelog
中文
v3.14.2 主要聚焦复盘、问股和首次配置体验:
- 大盘复盘支持港股,并统一 Bot
/market的交易日过滤语义。 - 问股支持多个 Agent 策略组合,配置缺失与 Agent fallback 的错误语义更清晰。
- LLM 返回非法 JSON 时会继续尝试备用模型,LiteLLM DEBUG 日志默认降噪。
- 新增只读首次启动配置状态接口,为后续配置向导和 smoke run 做准备。
English
v3.14.2 focuses on market review, Ask/Agent, and first-run setup readiness:
- Adds Hong Kong market review support and aligns Bot
/markettrading-day filtering. - Supports combined Agent strategies in Ask and improves missing-config / fallback error semantics.
- Continues to fallback models on invalid LLM JSON responses and quiets LiteLLM DEBUG logs by default.
- Adds a read-only setup status endpoint for future onboarding and smoke-run flows.
Minor fixes and improvements.
Full changelog
- [测试] 修正大盘复盘 prompt 测试对“明日交易计划”标题的断言,并同步桌面端版本号,恢复发布 gate。
Full Changelog: https://github.com/ZhuLinsen/daily_stock_analysis/compare/v3.14.0...v3.14.1
- 桌面端自动检测 GitHub Release 并跳转下载页面(#1114)
- Web 首页新增重新分析入口,支持基于原始 prompt 重做同一只股票同日期的分析
Full changelog
发布亮点
- 📊 大盘复盘升级为盘后工作台式结构 — A 股复盘固定输出盘面温度、指数明细、板块 Top 表、新闻催化、明日交易计划和风险提示,减少纯文字复盘的重复与空泛。
- 🖥️ 桌面端新增 GitHub Release 更新提醒 — Windows/macOS 桌面端启动后自动检测新版本,也可从设置页手动检查并跳转下载页。
- 🤖 Pipeline Agent 数据加载大幅降噪 — K 线工具改为 DB-first 并预热 240 天历史数据,避免同一只股票重复 HTTP 请求。
- 🐳 Docker 发布链路整理 — 发布工作流收敛为正式发布与手动补发两条路径,官方 Docker Hub 镜像名统一为
zhulinsen/daily_stock_analysis。 - 🔧 LLM 渠道与 DeepSeek V4 配置补强 — GitHub Actions 定时分析补齐多渠道变量透传,DeepSeek 官方渠道预设与示例同步到 V4。
- 🧩 桌面端静态资源一致性校验 — 打包链路和运行时都能更早发现静态资源错配,降低 Release 包白屏排查成本。
新功能
- 🏠 Web 首页历史报告区新增重新分析入口 — 支持基于原始 prompt 重做同一只股票同日期的分析。
- 🖥️ Windows/macOS 桌面端新增 GitHub Release 更新提醒 — 启动后自动检测新版本,并支持从设置页手动检查后跳转下载页。
改进
- 📊 A 股大盘复盘报告改为结构化盘后工作台版式 — 固定输出盘面温度、指数明细、板块 Top 表、新闻催化和明日交易计划。
- 🐳 Docker 发布工作流收敛 — 更清晰地区分正式发布与手动补发链路,并统一官方 Docker Hub 镜像名为
zhulinsen/daily_stock_analysis。 - 🤖 Agent 日线工具优先复用本地缓存 — 同时持久化新获取的日线与新闻情报,减少重复数据源调用。
修复
- 🤖 Pipeline Agent K 线工具 DB-first 加载 —
get_daily_history/analyze_trend/calculate_ma/get_volume_analysis/analyze_pattern改为优先读取本地 DB,消除同一只股票 9x5=45 次重复 HTTP 请求(Fixes #1066)。 - 🤖 Pipeline Agent 执行前按需预热 240 天 K 线历史到 DB — 正常情况下 K 线工具调用无需重复网络请求。
- 🕒 冻结
target_date并通过 ContextVar 透传到 Pipeline Agent K 线工具线程 — 消除跨收盘边界时间漂移。 - 🪟 Windows 桌面端后端日志转抄编码修复 — 转抄 stdout/stderr 时优先使用 UTF-8,并兼容本地代码页回退,避免中文日志乱码。
- ⚙️ GitHub Actions 每日分析工作流补齐 LLM 渠道变量透传 — 支持
LLM_CHANNELS、多 Key 与常用LLM_<NAME>_*,避免本地可用的多模型配置在云端定时任务中失效(Fixes #1063, #872)。 - 📈 历史报告详情接口修正
change_pct取值 — 使用is None判断避免把 0.0(平盘)当作缺失值丢弃,移除错误的change_60d兜底,并在缺失时回退到原始实时行情字段(Fixes #1084)。 - 🔧 DeepSeek 官方渠道预设与示例配置同步到 V4 — 保留 legacy
deepseek-chat默认值并增加废弃提示,同时修正模型发现后旧运行时选择导致保存失败的问题(Fixes #1108, #1109)。 - 🧩 桌面端打包链路新增静态资源一致性检查 —
scripts/check_static_assets.py会在源static/与 PyInstaller 产物中校验index.html引用的资源是否真实存在,运行时也会在错配时写入明确日志,避免重现 Release 包打开后白屏(Refs #1064 / #1065 / #1050)。 - 🧩 后端
/assets/*改为显式路由托管 — 资源缺失时返回与请求扩展名匹配的text/javascript/text/css404,减少默认 JSON 错误响应带来的排查误导(Refs #1064)。 - 🌙
kimi-k2.6自动使用固定温度 — 主分析、大盘复盘和 Agent 调用该模型时自动使用temperature=1.0,避免模型拒绝默认温度请求(Fixes #1102)。
文档
- 🐳 补充官方 Docker 镜像使用说明 — 增加镜像拉取、
docker run用法与.env/ 数据目录映射说明,不再只覆盖 Compose 部署路径。 - 📨 修正飞书自定义机器人 Webhook 示例 —
feishu_sender.py中的示例改为 interactive card JSON,并补充飞书自动化 Webhook 触发器配置教程。 - 📚 优化根 README 结构 — 保留首页级功能特性、技术栈、快速开始、推送效果、Web、Agent、赞助商和新闻源入口,将细配置、交易纪律和基本面语义收口到完整指南,并将 Docker 徽章指向官方镜像页。
- 🌐 同步英文与繁中 README 的精简入口结构 — 同时补齐完整指南中的 LLM 用量 API 与持仓管理说明。
- 🤝 调整 AI 协作与 PR 模板中的 README 维护规则 — 明确 README 非必要不更新,细节优先进入专题文档。
测试
- 🧪 稳定市场复盘相关测试的 LiteLLM stub 行为 — 避免本机安装的 LiteLLM 在测试收集顺序变化时影响市场复盘单元测试。
- 🧪 pytest 默认跳过前端依赖目录 — 本地存在
apps/dsa-web/node_modules时不再被后端测试递归扫描,避免发布前 gate 被无关目录拖慢。
What's Changed
🤖 AI & Analysis
- [fix] Map LLM channel envs in daily analysis workflow by @ZhuLinsen in https://github.com/ZhuLinsen/daily_stock_analysis/pull/1112
- feat: 实现 Agent 数据缓存与持久化 (#1040) by @massif-01 in https://github.com/ZhuLinsen/daily_stock_analysis/pull/1117
- feat: 桌面端自动更新,当有新包发布时自动提醒 (#1114) by @ZhuLinsen in https://github.com/ZhuLinsen/daily_stock_analysis/pull/1118
- [fix] Support Kimi K2.6 fixed temperature by @ZhuLinsen in https://github.com/ZhuLinsen/daily_stock_analysis/pull/1113
🔔 Notifications
- Fix Feishu webhook format docs and add webhook trigger setup guide by @liquid207 in https://github.com/ZhuLinsen/daily_stock_analysis/pull/1078
⚙️ Configuration
- [fix][feat] #1108 #1109: 同步 DeepSeek V4 渠道配置 by @massif-01 in https://github.com/ZhuLinsen/daily_stock_analysis/pull/1110
🧪 Testing
- fix: Pipeline Agent K 线工具 DB-first 加载 + 冻结 target_date 消除重复请求 (Fixes #1066) by @massif-01 in https://github.com/ZhuLinsen/daily_stock_analysis/pull/1099
- feat(web): add reanalyze button to home dashboard with force_refresh by @pillsilly in https://github.com/ZhuLinsen/daily_stock_analysis/pull/1008
- fix: preserve change_pct in history detail (#1084) by @ZhuLinsen in https://github.com/ZhuLinsen/daily_stock_analysis/pull/1119
- docs: streamline README documentation by @ZhuLinsen in https://github.com/ZhuLinsen/daily_stock_analysis/pull/1120
- fix: detect stale static bundles in build pipeline and at runtime (#1064) by @ZhuLinsen in https://github.com/ZhuLinsen/daily_stock_analysis/pull/1121
🔀 Other Changes
- ci: ignore vendored node modules in lint config by @ZhuLinsen in https://github.com/ZhuLinsen/daily_stock_analysis/pull/1122
New Contributors
- @pillsilly made their first contribution in https://github.com/ZhuLinsen/daily_stock_analysis/pull/1008
- @liquid207 made their first contribution in https://github.com/ZhuLinsen/daily_stock_analysis/pull/1078
Full Changelog: https://github.com/ZhuLinsen/daily_stock_analysis/compare/v3.13.0...v3.14.0
- Integrated Ainspire search for enhanced stock discovery
- Added Longbridge data source to supplement US stock data
Full changelog
See CHANGELOG for details.
What's Changed
🤖 AI & Analysis
- feat:修复美股数据丢失,新增长桥数据源 by @BIGBbox in https://github.com/ZhuLinsen/daily_stock_analysis/pull/981
- feat: 让普通股票分析链路在尽量不破坏现有接口契约的前提下支持 LiteLLM 流式输出… (#865) by @ZhuLinsen in https://github.com/ZhuLinsen/daily_stock_analysis/pull/924
- 集成Anspire search by @xinzhifan4 in https://github.com/ZhuLinsen/daily_stock_analysis/pull/982
- feat(workflow): make analysis job timeout configurable via vars by @zerubeus in https://github.com/ZhuLinsen/daily_stock_analysis/pull/1014
- fix: 让大盘复盘链路在
REPORT_LANGUAGE=en时输出英文 Markdown… (#1029) by @ZhuLinsen in https://github.com/ZhuLinsen/daily_stock_analysis/pull/1030 - fix: inject REPORT_LANGUAGE into workflow and add current_price to status API (#1013, #983) by @ZhuLinsen in https://github.com/ZhuLinsen/daily_stock_analysis/pull/1028
- fix: 版本号不对 by @ZhuLinsen in https://github.com/ZhuLinsen/daily_stock_analysis/pull/1048
- fix: handle efinance index open column fallback by @ZhuLinsen in https://github.com/ZhuLinsen/daily_stock_analysis/pull/1051
🐛 Bug Fixes
- Fix: multi-agent AGENT_MAX_STEPS not respecting user override & skill agent graceful degradation by @ZhuLinsen in https://github.com/ZhuLinsen/daily_stock_analysis/pull/1031
📡 Data Sources
- fix: stock name 港股获取不了了 (#940) by @ZhuLinsen in https://github.com/ZhuLinsen/daily_stock_analysis/pull/964
- fix: 缺失值判断逻辑不应静默吞掉非预期异常 (#996) by @ZhuLinsen in https://github.com/ZhuLinsen/daily_stock_analysis/pull/997
- Feat/tushare增加港股查询支持 by @jiangmin168168 in https://github.com/ZhuLinsen/daily_stock_analysis/pull/994
- feat: 让后端优先复用现有 stocks.index.json 解析股票名称映射,在缺失时保持现有回退链路… (#1027) by @ZhuLinsen in https://github.com/ZhuLinsen/daily_stock_analysis/pull/1033
- fix: return latest trade date on non-trade days for chip distribution… by @SophiaJiaLi in https://github.com/ZhuLinsen/daily_stock_analysis/pull/1067
🔔 Notifications
- refactor: 飞书根本没法配置成功 (#832) by @ZhuLinsen in https://github.com/ZhuLinsen/daily_stock_analysis/pull/920
⚙️ Configuration
- fix: resolve MiniMax-M2.7 connection test failures by @ouyangmland in https://github.com/ZhuLinsen/daily_stock_analysis/pull/975
- fix: 修复 SQLite 写入链路逐行更新导致的锁竞争与性能问题 (#878) by @ZhuLinsen in https://github.com/ZhuLinsen/daily_stock_analysis/pull/927
- feat: 支持/v1/models路径获取所有支持模型 (#830) by @ZhuLinsen in https://github.com/ZhuLinsen/daily_stock_analysis/pull/919
- fix: use per-agent max_steps as ceiling instead of override by @ZhuLinsen in https://github.com/ZhuLinsen/daily_stock_analysis/pull/1001
🧪 Testing
- fix: 移除 HistoryItem 响应 Schema 中 sentiment_score 的… (#942) by @ZhuLinsen in https://github.com/ZhuLinsen/daily_stock_analysis/pull/962
- fix: pin get_market_now in realtime indicator tests to avoid CST/UTC date shift by @ZhuLinsen in https://github.com/ZhuLinsen/daily_stock_analysis/pull/986
- fix: 部署完以后 webUI UI异常变大 布局异常 (#944) by @ZhuLinsen in https://github.com/ZhuLinsen/daily_stock_analysis/pull/965
- feat: [Bug] 公司公告和主力资金流搜索经常无法纳入分析 (#976) by @ZhuLinsen in https://github.com/ZhuLinsen/daily_stock_analysis/pull/977
- fix: 在 ask.py 的 _load_skills() 和… (#968) by @ZhuLinsen in https://github.com/ZhuLinsen/daily_stock_analysis/pull/972
- fix: 在 agent_chat_stream 的 finally 清理块中区分… (#969) by @ZhuLinsen in https://github.com/ZhuLinsen/daily_stock_analysis/pull/973
- fix: 在 api/v1/endpoints/analysis.py 的 SSE 生成器 except… (#967) by @ZhuLinsen in https://github.com/ZhuLinsen/daily_stock_analysis/pull/971
- fix: 在技能加载链路的所有静默 except 块中补充 logger.warning(… (#970) by @ZhuLinsen in https://github.com/ZhuLinsen/daily_stock_analysis/pull/974
- fix: add minimum time budget guard for agent stages and steps by @ZhuLinsen in https://github.com/ZhuLinsen/daily_stock_analysis/pull/1003
- fix: detect and handle RateLimitError and ContextWindowExceeded in LLM adapter by @ZhuLinsen in https://github.com/ZhuLinsen/daily_stock_analysis/pull/1002
- fix: wrap optional pipeline services in try/except for graceful degradation by @ZhuLinsen in https://github.com/ZhuLinsen/daily_stock_analysis/pull/1004
📝 Documentation
- refactor: 在中英文 FAQ 中补充 Ollama 连接失败(OllamaException /… (#854) by @ZhuLinsen in https://github.com/ZhuLinsen/daily_stock_analysis/pull/963
- refactor: 补充一份最小化文档说明,明确 Docker 安装场景下应以 Git tag/镜像 tag 判断版本… (#1091) by @ZhuLinsen in https://github.com/ZhuLinsen/daily_stock_analysis/pull/1093
New Contributors
- @ouyangmland made their first contribution in https://github.com/ZhuLinsen/daily_stock_analysis/pull/975
- @BIGBbox made their first contribution in https://github.com/ZhuLinsen/daily_stock_analysis/pull/981
- @xinzhifan4 made their first contribution in https://github.com/ZhuLinsen/daily_stock_analysis/pull/982
- @jiangmin168168 made their first contribution in https://github.com/ZhuLinsen/daily_stock_analysis/pull/994
- @SophiaJiaLi made their first contribution in https://github.com/ZhuLinsen/daily_stock_analysis/pull/1067
Full Changelog: https://github.com/ZhuLinsen/daily_stock_analysis/compare/v3.12.0...v3.13.0
- Discord 入站 Webhook 补齐 Ed25519 验签,缺失或不匹配时拒绝请求并防御重放攻击 (timestamp ±5 min)
- 回测页新增“次日验证 / 1 日窗口”视图,可按股票与日期范围比较 AI 预测与实际涨跌
- Web 设置页新增版本信息卡片,展示 WebUI 版本、构建标识与时间
- Windows 桌面安装器支持自选安装目录
Full changelog
发布亮点
- 📊 回测页新增"次日验证"视图 — 可按股票与日期范围查看 AI 预测 vs 次日实际涨跌,复用历史分析与 1 日回测结果,快速验证分析准确率。
- 🔧 LLM 接入体验简化 — 用户侧文案统一收口为"主模型 / 备选模型 / 模型渠道",不再把 LiteLLM 当作普通用户必学概念,现有配置键保持兼容。
- 🐳 Docker / WebUI 运行时稳态补强 — 修复系统设置保存后配置不生效、启动早期日志缺失、预构建静态资源复用等问题,降低容器化部署的运维摩擦。
- 🔒 安全与并发稳定性同步增强 — Discord 入站 Webhook 补齐 Ed25519 验签,修复并发执行时共享状态未加锁、单股推送模式通知并发复用等问题。
- 🖥️ 桌面端与定时任务细节打磨 — Windows 安装器支持自选安装目录,内置定时调度器感知运行中 SCHEDULE_TIME 变更,断点续传改按市场时区判断。
新功能
- 📊 回测页新增"次日验证 / 1 日窗口"视图 — 可按股票代码与分析日期范围查看 AI 预测、次日实际涨跌及筛选区间准确率,复用历史分析与 1 日回测结果实现。
- 🏷️ Web 设置页新增版本信息卡片 —
apps/dsa-web现在会在构建时注入前端包版本与构建时间,系统设置页新增只读"版本信息"区块,展示WebUI 版本 / 构建标识 / 构建时间;当package.json仍为占位版本0.0.0时,会自动回退为构建标识,方便 Docker 重建后快速确认当前静态资源是否已经生效。 - 🪟 Windows 桌面安装器支持自选安装目录 — 安装器改为支持在安装向导中自定义安装目录,安装到非默认盘符后仍沿用现有打包态目录逻辑在安装目录旁读写
.env、data/stock_analysis.db和logs/desktop.log,同时保留win-unpacked免安装分发方式。安装器仅支持当前用户安装、已禁用管理员提权(allowElevation: false),并通过 NSIS.onVerifyInstDir阻止选择系统保护目录。
改进
- 🔎 SerpAPI 正文补抓范围收敛 — 自然搜索结果不再逐条同步抓取网页正文;现在仅对极少数高位且摘要明显不足的结果,在更短超时预算内做延迟补抓,并优先复用 SerpAPI 已返回的结构化摘要,降低搜索链路尾延迟与慢站点放大风险。
- 🤖 LLM 接入体验简化 — 面向用户的 AI 模型接入文案已统一收口为"主模型 / Agent 主模型 / 备选模型 / 模型渠道 / 高级模型路由配置";Web 设置页、配置元数据、校验提示与中英文文档不再把 LiteLLM 当作普通用户默认必学概念,现有
LITELLM_*/LLM_CHANNELS配置键仍保持兼容。
修复
- 🚀 启动早期失败时暴露真实根因 —
python main.py现在通过 stderr 暴露真实根因,bootstrap 阶段不再向硬编码logs/目录写入文件日志,文件日志推迟到config.log_dir可用后创建,避免健康启动在非预期路径残留日志文件。 - 🐳 Docker WebUI 运行时优先复用预构建静态资源 —
prepare_webui_frontend_assets()现在会先检查镜像内已有的static/index.html是否可直接复用;当容器运行时不包含apps/dsa-web源码目录且未安装npm时,也不会误报"未找到前端项目,无法自动构建",从而恢复 Docker 部署后的 WebUI 打开能力。 - 🐳 Docker WebUI 系统设置保存后配置生效 — Docker 场景下 WebUI 保存
STOCK_LIST、SCHEDULE_ENABLED、SCHEDULE_TIME、SCHEDULE_RUN_IMMEDIATELY、RUN_IMMEDIATELY后,Config会优先读取持久化.env中的新值,避免被容器创建时注入的旧环境变量覆盖。 - 📈 市场复盘 LLM max_tokens 提升 — 市场复盘生成链路将 LLM
max_tokens从2048提升到8192,降低长复盘输出因MAX_TOKENS提前截断导致内容未完成的概率。 - ⏰ 内置定时调度器感知 SCHEDULE_TIME 运行时变更 — 调度器现在会在运行中感知 WebUI 保存后的
SCHEDULE_TIME变化,并在下一轮检查时重绑 daily job。 - 🪟 Windows Release 渠道编辑器保留 MiniMax 模型前缀 — 渠道模式下填写
minimax/<模型名>时,后端归一化与 Web 设置页运行时模型列表都会保留该值原样,不再误改写成openai/minimax/<模型名>。 - 🤖 Discord 入站 Webhook 补齐 Ed25519 验签 —
DiscordPlatform现在会基于X-Signature-Ed25519、X-Signature-Timestamp和原始请求体校验 Discord Interaction 签名;缺失签名头、公钥格式非法或签名不匹配时直接拒绝请求,同时对 timestamp 做 ±5 分钟时效窗口校验以防御重放攻击。 - ⚙️ STOCK_GROUP_N / EMAIL_GROUP_N 配置关系明确化 — 明确与
STOCK_LIST的关系,并在配置校验中对超出STOCK_LIST的邮件分组给出 warning。 - 🗓️ 断点续传改按市场时区和交易日历判断(fixes #880)— 股票数据存在性检查不再直接使用服务器自然日,而是按 A 股 / 港股 / 美股各自市场时区解析"最新可复用交易日"。
- 📨 单股推送模式不再并发复用共享通知实例 —
StockAnalysisPipeline.run()现在会保留个股分析并发,但把SINGLE_STOCK_NOTIFY=true下的即时通知挪到结果收集侧串行发送。 - 🔇 实时行情降级提示收口为单次告警 — 分析主流程获取股票名称时不再提前触发一次实时行情查询,只有在全部数据源都不可用时才提示已降级为历史收盘价继续分析。
- 🔍 A 股中文资讯搜索恢复中文优先 —
search_stock_news()现在会在首个 provider 主要返回英文资讯时继续尝试后续引擎,并将同批结果中的中文资讯排到前面。 - 🔒 并发执行时共享状态补齐统一加锁 — 修复并发执行时共享状态缺少统一加锁的问题,避免多线程场景下的数据竞争。
测试
- 🧪 补充设置页版本信息回归测试 — 新增 Web 设置页版本信息渲染断言,并覆盖占位版本
0.0.0自动回退为构建标识的逻辑。
What's Changed
🤖 AI & Analysis
- fix: 将市场复盘生成链路的 LLM
max_tokens从 2048 提升到 8192… (#863) by @ZhuLinsen in https://github.com/ZhuLinsen/daily_stock_analysis/pull/923 - fix: 修复 WebUI 修改
SCHEDULE_TIME后运行中的本地内置调度器仍固定在… (#819) by @ZhuLinsen in https://github.com/ZhuLinsen/daily_stock_analysis/pull/914 - fix: 在不修改 GitHub Actions workflow 的前提下… (#860) by @ZhuLinsen in https://github.com/ZhuLinsen/daily_stock_analysis/pull/931
- fix: 修复启动早期失败时日志缺失与根因不透明问题 (#839) by @ZhuLinsen in https://github.com/ZhuLinsen/daily_stock_analysis/pull/932
📡 Data Sources
- fix: 修复并发执行时共享状态缺少统一加锁的问题 (#881) by @ZhuLinsen in https://github.com/ZhuLinsen/daily_stock_analysis/pull/928
- fix: 减少实时行情链路的误报和重复调用,让系统只有在全部数据源都不可用时才对用户提示“实时行情获取失败” (#792) by @ZhuLinsen in https://github.com/ZhuLinsen/daily_stock_analysis/pull/905
⚙️ Configuration
- feat: 版本查询 (#901) by @ZhuLinsen in https://github.com/ZhuLinsen/daily_stock_analysis/pull/907
- feat: release的win客户端不能用minimax模型 (#826) by @ZhuLinsen in https://github.com/ZhuLinsen/daily_stock_analysis/pull/917
- feat: 为 Windows 桌面安装包增加“安装时可选择目标目录”的能力… (#827) by @ZhuLinsen in https://github.com/ZhuLinsen/daily_stock_analysis/pull/918
- fix: 为 Discord Webhook 请求补充签名验证 (#896) by @ZhuLinsen in https://github.com/ZhuLinsen/daily_stock_analysis/pull/934
- fix: 修复 Docker 场景下 WebUI 系统设置保存后对自选股与定时相关配置不生效… (#765) by @ZhuLinsen in https://github.com/ZhuLinsen/daily_stock_analysis/pull/911
- feat: 隐藏 LiteLLM 实现细节,简化用户侧模型接入体验 (#875) by @ZhuLinsen in https://github.com/ZhuLinsen/daily_stock_analysis/pull/925
🧪 Testing
- fix: docker方式部署不能打开web页面 (#796) by @ZhuLinsen in https://github.com/ZhuLinsen/daily_stock_analysis/pull/906
- feat: 收敛 SerpAPI 正文抓取范围,降低搜索链路尾延迟 (#882) by @ZhuLinsen in https://github.com/ZhuLinsen/daily_stock_analysis/pull/898
- fix: 修复单股推送模式下通知链路的共享实例并发复用问题 (#876) by @ZhuLinsen in https://github.com/ZhuLinsen/daily_stock_analysis/pull/899
- fix: 修复断点续传按自然日判断数据存在性的逻辑 (#880) by @ZhuLinsen in https://github.com/ZhuLinsen/daily_stock_analysis/pull/900
- fix: 让 A 股/中文场景下的“相关资讯”恢复中文优先,避免更新后被英文搜索结果直接占满 (#825) by @ZhuLinsen in https://github.com/ZhuLinsen/daily_stock_analysis/pull/916
- feat: 基于现有分析历史与回测结果,提供按股票和时间范围查看“AI预测 vs… (#812) by @ZhuLinsen in https://github.com/ZhuLinsen/daily_stock_analysis/pull/913
🔧 CI/CD & Maintenance
- chore: [Unreleased] 改为扁平标签格式,减少并发 PR 的 CHANGELOG 冲突 by @ZhuLinsen in https://github.com/ZhuLinsen/daily_stock_analysis/pull/908
Full Changelog: https://github.com/ZhuLinsen/daily_stock_analysis/compare/v3.11.0...v3.12.0
- CVE-2025-XXXXX — X-Forwarded-For limit‑bypass (CWE-345) fixed by using the rightmost IP entry in `get_client_ip()`; affects deployments with `TRUST_X_FORWARD_FOR=true` and a single trusted proxy
- Full light‑theme rollout for Web workbench and one‑click dark/light toggle
- Bot/Agent commands `/history`, `/strategies`, `/research` restored
- Unified design tokens across Home, Chat, Backtest, Portfolio, Settings pages
Full changelog
发布亮点
- 🎨 Web 工作台完成一轮 UI 统一与双主题升级 — 首页、问股、回测、持仓和设置页进一步收口到统一设计 token、输入表面和状态表达;新增完整浅色主题,并支持浅色 / 深色一键切换与持久化保存。
- 🤖 Bot / Agent 能力重新补回主分支 — 恢复
/history、/strategies、/research等命令,/ask继续支持多股对比与组合视角;Deep Research、事件监控与 schedule 轮询链路重新接回主线能力。 - 🔒 安全性与运行稳态同步补强 — 修复
X-Forwarded-For限流绕过风险,恢复 LiteLLM 官方 PyPI 安装路径,Tushare 初始化不再依赖本地 SDK,降低 Docker、桌面打包和环境重建时的脆弱点。 - 🖥️ 日常使用细节继续打磨 — 修复首页港股自动补全提交、登录页首屏主题闪烁、历史长股票名重叠,以及 Telegram Markdown 解析失败时整条通知发送中断等问题。
新功能
- 🎨 全新浅色主题与双主题切换上线 — Web 工作台新增完整浅色主题,并支持在侧边栏中一键切换浅色 / 深色模式;主题选择会持久化保存,刷新页面后仍保持当前偏好。此次升级不是局部配色微调,而是对卡片层级、边界对比、输入表面、状态提示和页面背景做了一整套 light theme 重绘。
- 🤖 补回主分支缺失的 Agent / Bot 能力 —
#648/#649已重新补回main:Bot 恢复/history、/strategies、/research,/ask保留多股对比与组合视角;Deep Research 与 Event Monitor 的配置重新在 Web 设置页可见并可编辑,schedule 模式也重新接入事件告警轮询。
改进
- 🖥️ 核心页面统一到同一套工作台视觉语言 —
Home / Chat / Backtest / Portfolio / Settings进一步收口到共享设计 token、input-surface输入体系、空态/错误态表达和抽屉遮罩语义,减少页面之间的视觉割裂与局部私有样式漂移。 - 💬 问股交互可达性与反馈增强 — 问股页补强了会话导出、通知发送、消息复制、历史删除与追问上下文提示;AI 回复操作不再过度依赖 hover,触屏设备和小屏场景下也能直接触达关键按钮。
- 📊 回测与持仓页表面和状态表达继续标准化 — 回测页筛选控件、布尔状态、结果表格与汇总卡片统一到共享输入/状态原语;持仓页的导入反馈、汇率刷新提示、空态与警示信息进一步归口到共享组件,减少页面级重复实现。
- 🧭 导航与页面壳层协同优化 — 侧边栏主题切换、问股完成角标、移动端抽屉遮罩和主内容滚动契约进一步统一,首页、问股和回测在桌面端与移动端的切页体验更稳定。
测试
- 🧪 UI 治理与关键路径回归补强 — 补充
SidebarNav、ChatPage、BacktestPage等组件测试,并新增 UI governance 守卫,持续防止交互元素重新引入原生title属性或旧input-terminal样式回流。同步更新 smoke / markdown drawer 相关验证,覆盖主题升级后的关键主链路。
修复
- 🌗 Web 首屏默认主题预设为深色 —
apps/dsa-web/index.html现在会在 React 挂载前读取本地保存的主题偏好;若没有已保存值,则立即给<html>预设dark并同步color-scheme,避免首页和登录页首屏先闪出浅色主题。 - 🔐 登录页独立主题层收口 — 登录页输入框、标签、切换按钮和按钮文案现在使用独立的
--login-*视觉 token,不再继承全局浅/深主题文字色;即使浏览器缓存了浅色主题,登录页仍保持稳定的深色视觉与青色密码输入表现,避免密码圆点和文案落成黑色。 - 🖥️ 首页港股代码输入修复 — Web 首页分析输入框现在可正确接受港股代码与自动完成选中的港股项,补齐
00700.HK/HK00700等格式识别,避免提交时误报“请输入有效的股票代码或股票名称”。 - 🔒 认证限流 X-Forwarded-For 取值修复(CWE-345)(#841 / #842)—
get_client_ip()从取X-Forwarded-For最左值改为最右值,防止攻击者通过伪造首部旋转限流桶绕过暴力破解保护;仅影响TRUST_X_FORWARDED_FOR=true且单层可信反向代理的部署场景,多级代理环境需按部署文档评估配置。 - 📦 恢复 LiteLLM 官方 PyPI 安装并锁定安全上限 —
requirements.txt重新使用pip install litellm的官方 PyPI 安装路径,并在保留历史最低要求>=1.80.10的同时增加<1.82.7的安全上限,避免误装已被移除的1.82.7/1.82.8风险版本;Windows 桌面打包脚本也同步回退到标准pip install -r requirements.txt链路,减少特殊下载分支带来的维护成本。 - 📨 Telegram Markdown 解析失败回退纯文本(fixes #850)—
src/notification_sender/telegram_sender.py现在会在 Telegram 返回HTTP 400且包含can't parse entities/ Markdown 解析错误时,自动去掉parse_mode后重试纯文本发送,避免*ST等正文内容直接导致整条通知失败。 - 🔢 A 股同码实时行情保留交易所提示(fixes #852)—
DataFetcherManager与TushareFetcher现在会保留SZ000001/000001.SZ这类显式沪深提示,旧版 Tushare 实时行情降级分支不再把深市000001误判成sh000001上证指数。 - 🎯 多 Agent 次优买点不再盲目复制理想买点(fixes #851)— 当多智能体结果缺少独立
secondary_buy时,仪表盘现在优先展示N/A而不是把 fallback 值硬拷贝成与ideal_buy完全相同,减少误导性的双买点展示。 - 🧩 Tushare 初始化不再强依赖本地 SDK 包 —
TushareFetcher现在直接使用内置 HTTP client 访问 Tushare Pro,不再在启动阶段先import tushare才能初始化;修复了 Docker、桌面打包或环境重建后因缺少tushare包而提前报No module named 'tushare'的问题,并补充对应回归测试。 - ⚙️
daily_analysis工作流补齐DEEPSEEK_API_KEY映射 — GitHub Actions 每日分析工作流现在会正确透传DEEPSEEK_API_KEY,避免云端任务配置了密钥却在运行时拿不到对应环境变量。 - 🖥️ 历史列表过长股票名称截断与悬停展示(fixes #815)— 历史列表中过长的股票名称, 现在会按字符类型自动截断(英文15/中文8/混合10字符),默认显示截断结果,悬停时展示完整名称;解决 1920x1080 分辨率下股票名称与右侧状态标签文字重叠的问题。新增
stockName.ts工具函数并补充对应测试。
文档
- 🧾 README 捐赠入口更新为小红书二维码 — README 及中英文说明中的赞助入口更新为小红书二维码素材,保持展示口径一致。
What's Changed
🤖 AI & Analysis
- fix: daily_analysis 工作流补充 DEEPSEEK_API_KEY 环境变量映射 by @Windyztree in https://github.com/ZhuLinsen/daily_stock_analysis/pull/855
- #602 [PR 9] Web UI 完成初步统一并进行双主题升级, MVP 版本 (Global UI/UX Optimization) by @Activer007 in https://github.com/ZhuLinsen/daily_stock_analysis/pull/869
- fix: restore #648/#649 agent capabilities on main by @ZhuLinsen in https://github.com/ZhuLinsen/daily_stock_analysis/pull/822
📡 Data Sources
- fix: decouple tushare init from sdk runtime dependency by @ZhuLinsen in https://github.com/ZhuLinsen/daily_stock_analysis/pull/856
- fix: patch recent Telegram and A-share regressions by @ZhuLinsen in https://github.com/ZhuLinsen/daily_stock_analysis/pull/857
🧪 Testing
- fix: accept HK autocomplete codes on home analysis input. [fix #813] by @Activer007 in https://github.com/ZhuLinsen/daily_stock_analysis/pull/828
- fix: Web 首屏深色预设与登录页主题耦合修复 by @Activer007 in https://github.com/ZhuLinsen/daily_stock_analysis/pull/833
- fix(auth): use rightmost X-Forwarded-For entry to prevent rate-limit bypass (CWE-345) by @sebastiondev in https://github.com/ZhuLinsen/daily_stock_analysis/pull/841
- fix: history stock name truncate [Issue: #815] by @Activer007 in https://github.com/ZhuLinsen/daily_stock_analysis/pull/894
📝 Documentation
- fix: restore pypi litellm install path by @ZhuLinsen in https://github.com/ZhuLinsen/daily_stock_analysis/pull/858
New Contributors
- @sebastiondev made their first contribution in https://github.com/ZhuLinsen/daily_stock_analysis/pull/841
- @Windyztree made their first contribution in https://github.com/ZhuLinsen/daily_stock_analysis/pull/855
Full Changelog: https://github.com/ZhuLinsen/daily_stock_analysis/compare/v3.10.1...v3.11.0
- Web端分析页面新增「推送通知」复选框,默认勾选,可通过API `notify`字段控制
- 问股/回测页面布局与壳层协同优化,统一容器和UI状态
- 全局视觉与共享组件收敛,Light theme 引入动态 HSL 阴影体系
Full changelog
新功能
- 🔔 Web 端分析推送通知开关(#808)— 首页分析按钮旁新增「推送通知」复选框,默认勾选;取消勾选时本次分析不发送 Telegram/企业微信等推送。API
POST /api/v1/analysis/analyze新增notify字段(bool,默认true),不传时行为与修改前一致,Bot 和定时任务不受影响。
改进
- 🖥️ 问股 / 回测页面布局与壳层协同优化 — 统一 Chat / Backtest 页面容器、共享 UI 状态和跟随问答交互路径,移除部分硬编码高度限制,让导航框架内的填充与滚动行为更连贯。
- 🎨 全局视觉与共享组件继续收敛 — Light theme 引入动态 HSL 阴影体系,统一侧边栏激活态、告警组件对比度和聊天气泡样式,并把部分零散内联样式收口为语义化 CSS 变量,提升一致性与可维护性。
修复
- 🖼️ 系统设置智能导入文件选择恢复 — 修复了“系统设置 > 基础设置 > 智能导入”模块中 “选择图片 / 选择文件” 两个按钮点击无响应的问题。
- 🖥️ 移动端滚动与交互层级修复 — 解决主题切换菜单在移动端被主内容遮挡的 z-index 冲突,并恢复首页长报告场景下的正常纵向滚动,不影响其他页面现有滚动行为。
- 🧾 Markdown 纯文本复制清洗增强 — 改进纯文本导出算法,复制分析报告时会更稳定地清除表格分隔符等 Markdown 痕迹,提升分享和归档内容的纯净度。
- 🧠 Trading philosophy injection 覆盖 legacy + Agent 全链路(#810)—
GeminiAnalyzer、单 Agent 模式和 skill-aware Prompt 现在共享同一套策略注入状态;只有隐式回落到内置默认bull_trend时才保留旧的趋势型提示,显式策略选择或自定义默认 skill 不再被偷偷叠加MA5>MA10>MA20多头基线。 - 🛠️ 后端 CI 依赖安装链路稳态化(#835)— 拆分 backend gate 阶段、为依赖安装增加重试,并把 CI 用的
litellm安装来源调整为更稳定的 GitHub 源,降低依赖解析抖动导致的 backend gate 偶发失败。 - 🪟 Windows 桌面发版构建恢复 LiteLLM 安装兼容性 —
scripts/build-backend.ps1现在会先过滤requirements.txt中的 LiteLLM GitHub 源包,再下载对应 tag 的 zipball 到本地移除上游可选enterprise/目录后安装,绕过 Windows runner 上 Poetry 构建 wheel 时把目录误当文件打包导致的失败;同时补上pip install退出码检查,避免依赖安装失败后只在后续python-multipart校验阶段才暴露成次生报错。
测试
- 🧪 问股 / 回测 / 智能导入回归覆盖补齐 — 同步更新 E2E 冒烟期望,补充
DashboardStateBlock、Chat 页、智能导入文件选择与相关交互回归断言,确保近期 UI 调整后的关键路径仍可稳定通过。
Full Changelog: https://github.com/ZhuLinsen/daily_stock_analysis/compare/v3.10.0...v3.10.1
- Configurable report output language via `REPORT_LANGUAGE=zh|en` (default zh).
- Agent model decoupling with new env var `AGENT_LITELLM_MODEL` allowing independent selection from analysis model.
- Slack added as a first‑class notification channel (`SLACK_BOT_TOKEN`, `SLACK_CHANNEL_ID`, `SLACK_WEBHOOK_URL`).
Full changelog
发布亮点
- 🤖 模型链路与报告语言更灵活 — Agent 现在可以通过
AGENT_LITELLM_MODEL独立选择模型链路,普通分析与 Agent 报告也可通过REPORT_LANGUAGE=zh|en输出统一语言,减少“英文内容 + 中文壳子”这类混排问题,并允许团队分别权衡主分析与 Agent 的成本、速度和能力。 - 🔎 首页分析体验完成一轮闭环优化 — 首页新增 A 股自动补全,支持代码、中文名、拼音和别名检索;同时 Dashboard 状态收口到统一 store,历史、报告、新闻与 Markdown 抽屉的交互更稳定,“Ask AI” 追问也会优先携带当前报告上下文。
- 💬 通知与检索能力继续外扩 — 新增 Slack 一等通知渠道;SearXNG 在未配置自建实例时可以自动发现公共实例并按受控轮询降级;Tavily 时效新闻链路修复后,严格时效过滤不再错误丢光有效结果。
- 💼 持仓与市场复盘链路更稳 — A 股 market review 可选接入 TickFlow 强化指数与涨跌统计;持仓账本写入改为串行化以缩小并发超卖窗口;汇率刷新入口和禁用态提示也更加清晰,减少用户误判。
新功能
- 🔎 Web 股票自动补全 MVP — 首页分析输入框新增本地索引驱动的自动补全,支持股票代码、中文名、拼音和别名匹配;选中候选后会提交 canonical code,并透传
stock_name、original_query、selection_source到分析请求、任务状态和 SSE 事件;索引加载失败时自动退回旧输入模式,不阻断原有提交流程。同步补充了静态索引加载器、索引生成脚本和前后端契约测试。分阶段进行开发,第一阶段仅支持 A 股。 - 💬 Slack 一等通知渠道 — 新增 Slack 原生通知支持,同时支持 Bot Token 和 Incoming Webhook 两种接入方式;同时配置时优先使用 Bot API,确保文本与图片发送到同一频道;Bot Token 模式支持图片上传(raw body POST,不使用 multipart);新增
SLACK_BOT_TOKEN、SLACK_CHANNEL_ID、SLACK_WEBHOOK_URL配置项,GitHub Actions 工作流同步补齐对应 Secrets 传递。 - 🌍 报告输出语言可配置(Issue #758)— 新增
REPORT_LANGUAGE=zh|en,默认zh;语言设置会同步注入普通分析与 Agent Prompt,并覆盖 Markdown/Jinja 模板、通知 fallback、历史/APIreport_language元数据及 Web 报告页固定文案,避免“英文内容 + 中文壳子”的混合输出。 - 🚀 Agent 与普通分析模型解耦(Issue #692)— 新增
AGENT_LITELLM_MODEL(留空继承LITELLM_MODEL,无前缀按openai/<model>归一);Agent 执行链路与/api/v1/agent/models的is_primary/is_fallback标记改为基于 Agent 实际模型链路;系统配置与启动期校验补齐AGENT_LITELLM_MODEL的unknown_model/missing_runtime_source检查;Web 设置页新增 Agent 主模型选择并与渠道模式运行时配置同步。 - 🔎 SearXNG 公共实例自动发现与受控轮询(#752)— 新增
SEARXNG_PUBLIC_INSTANCES_ENABLED,在未配置SEARXNG_BASE_URLS时默认从searx.space拉取公共实例列表,并按受控轮询顺序选择实例;同次请求内遇到超时、连接错误、HTTP 非 200 或无效 JSON 会自动切换到下一个实例。已配置自建实例的用户保持原有优先级与语义不变;daily_analysisGitHub Actions 工作流也已支持显式透传该开关并在启动日志中展示当前状态。 - 📈 TickFlow market review enhancement (#632) — 新增可选
TICKFLOW_API_KEY;配置后,A 股大盘复盘的主要指数行情优先尝试 TickFlow;若当前 TickFlow 套餐支持标的池查询,市场涨跌统计也会优先尝试 TickFlow。失败或权限不足时立即回退到现有AkShare / Tushare / efinance链路;板块涨跌榜回退顺序保持不变。接入层同时适配了真实 SDK 契约:主指数查询按单次请求上限分批拉取,并将 TickFlow 返回的比例型change_pct/amplitude统一转换为项目内部的百分比口径。
改进
- Dashboard state slice and workspace closure — moved Home / Dashboard state into
stockPoolStore, consolidated history selection, report loading, task syncing, polling refresh, and markdown drawer handling under a single state slice. - Dashboard panel standardization — kept the current dashboard layout contract stable while unifying history, report, news, and markdown presentation with shared tokens, standardized states, and bounded in-panel scrolling for the history list.
- Dashboard-to-chat follow-up bridge — routed “Ask AI” follow-ups through report-context hydration instead of direct cross-page state coupling, while keeping chat sends usable when enriched history context is still loading.
- 💼 持仓账本并发写入串行化(#742)— 持仓源事件写入/删除现在会在 SQLite 下先获取串行化写锁,减少并发卖出把超售流水写入账本的窗口;直接持仓写接口在锁竞争时返回
409 portfolio_busy,CSV 导入保持逐条提交并把 busy 计入failed_count。 - 💱 持仓页汇率手动刷新入口补齐(#748)— Web
/portfolio页面现在会在“汇率状态”卡片中展示“刷新汇率”按钮,直接调用现有POST /api/v1/portfolio/fx/refresh接口;刷新后会仅重载快照与风险数据,并以内联摘要反馈“已更新 / 仍 stale / 刷新失败”的结果,减少用户对fxStale长时间停留的误解。
修复
- 🔎 Web 自动补全 Enter 提交语义修正 — 股票自动补全在搜索命中候选时不再默认高亮第一项;候选列表展开但用户尚未用方向键或鼠标明确选中时,按 Enter 会继续提交原始输入,避免手动输入被第一条候选静默覆盖。
- 🌍 补齐
REPORT_LANGUAGE启动解析与历史展示本地化边界 —Config在启动时继续遵循“真实环境变量优先、.env兜底”的既有语义,并在两者冲突时输出显式告警,减少REPORT_LANGUAGE来源不清带来的误判;同时/api/v1/history/{id}英文详情响应会同步本地化sentiment_label,历史 Markdown 也会正确识别英文bias_status的风险等级 emoji,避免出现乐观或🚨Safe这类中英混排/误报展示。 - 📰 Tavily 时效新闻检索发布时间映射修复(#782)— Tavily 在股票新闻和严格时效的情报维度中现在会显式使用
topic="news",并兼容published_date/publishedDate两种发布时间字段;修复了 Tavily 明明返回结果却在后续硬过滤阶段被全部记为drop_unknown丢弃的问题,同时将机构分析、业绩预期、行业分析等分析型维度恢复为宽源搜索,不再被统一压缩成新闻模式。 - 💱 持仓页汇率刷新禁用语义修正(#772)— 当
PORTFOLIO_FX_UPDATE_ENABLED=false时,POST /api/v1/portfolio/fx/refresh现在会返回显式refresh_enabled=false与disabled_reason,Web/portfolio页面会明确提示“汇率在线刷新已被禁用”,不再误报“当前范围无可刷新的汇率对”。 - 🤖 Agent timeout and config hardening —
AGENT_ORCHESTRATOR_TIMEOUT_Snow also protects the legacy single-agent ReAct loop, parallel tool batches stop waiting once the remaining budget is exhausted, and invalid numeric.envvalues fall back to safe defaults with warnings instead of crashing startup. - 🌐 CORS wildcard + credentials compatibility —
CORS_ALLOW_ALL=trueno longer combinesallow_origins=["*"]with credentialed requests, avoiding browser-side cross-origin failures in demo/development setups. - 🧭 Unavailable Agent settings hidden from Web UI — Deep Research / Event Monitor controls are now treated as compatibility-only metadata in the current branch and are removed from the Settings page to avoid exposing non-functional toggles.
文档
- 新增 Ollama 本地模型配置说明,同步更新
README.md与docs/README_EN.md(Fixes #690) - 完善 Ollama 配置说明:
docs/full-guide.md/docs/full-guide_EN.md环境变量表与 Note 补充OLLAMA_API_BASE,避免英文用户误以为 Ollama 不能作为独立配置入口;合并重复的OLLAMA_API_BASE条目为单一条目 - 明确文档同步治理边界:补充
README.md、专题文档、双语文档与交付说明之间的默认同步规则,减少后续文档漂移
What's Changed
🤖 AI & Analysis
- #602 [PR 7] 首页工作台状态管理收口与追问链路优化 by @Activer007 in https://github.com/ZhuLinsen/daily_stock_analysis/pull/760
- feat: 支持 SearXNG 公共实例自动发现与受控轮询 (#752) by @massif-01 in https://github.com/ZhuLinsen/daily_stock_analysis/pull/769
- feat: add configurable report language by @ZhuLinsen in https://github.com/ZhuLinsen/daily_stock_analysis/pull/764
- feat: add Slack as a first-class notification channel by @XinyaoQiu in https://github.com/ZhuLinsen/daily_stock_analysis/pull/747
📡 Data Sources
- feat: 接入 efinance maintainer 新开放的 TickFlow,以解决 A 股大盘数据在 market review 场景下的稳定性问题 (#632) by @massif-01 in https://github.com/ZhuLinsen/daily_stock_analysis/pull/745
- #730 [PR1] 首页股票分析输入框自动补全 AutoComplete by @Activer007 in https://github.com/ZhuLinsen/daily_stock_analysis/pull/775
⚙️ Configuration
- fix: decouple agent and analysis primary models (#692) by @massif-01 in https://github.com/ZhuLinsen/daily_stock_analysis/pull/741
- docs: add Ollama local model configuration guide (Fixes #690) by @massif-01 in https://github.com/ZhuLinsen/daily_stock_analysis/pull/744
- fix: harden agent runtime and config handling by @ZhuLinsen in https://github.com/ZhuLinsen/daily_stock_analysis/pull/776
🧪 Testing
- fix: 串行化持仓账本写入以消除并发超售窗口 (#742) by @massif-01 in https://github.com/ZhuLinsen/daily_stock_analysis/pull/743
- fix: 在持仓管理页面的「汇率状态」卡片旁增加「刷新汇率」按钮 (#748) by @massif-01 in https://github.com/ZhuLinsen/daily_stock_analysis/pull/770
- fix: /portfolio 汇率刷新在禁用在线更新时误报“无可刷新的汇率对” (#772) by @massif-01 in https://github.com/ZhuLinsen/daily_stock_analysis/pull/778
- fix: preserve Tavily news results after freshness filtering (#782) by @massif-01 in https://github.com/ZhuLinsen/daily_stock_analysis/pull/784
🔧 CI/CD & Maintenance
- docs(governance): clarify documentation sync rules by @ZhuLinsen in https://github.com/ZhuLinsen/daily_stock_analysis/pull/762
New Contributors
- @XinyaoQiu made their first contribution in https://github.com/ZhuLinsen/daily_stock_analysis/pull/747
Full Changelog: https://github.com/ZhuLinsen/daily_stock_analysis/compare/v3.8.0...v3.9.0
- POST /api/v1/auth/logout now rotates the session secret, making existing cookies immediately invalid; the endpoint is no longer in the anonymous whitelist and returns 401 for unauthenticated requests.
- Logout endpoint hardens security by rotating session secrets and removing it from the anonymous whitelist, preventing unauthorized access after logout.
Full changelog
发布亮点
- 🎨 Web 界面完成一轮骨架升级 — 新的 App Shell、侧边导航、主题能力、登录与系统设置流程已经串成统一体验,桌面端加载背景也完成对齐。
- 📈 分析上下文继续补强 — 美股新增社交舆情情报,A 股补齐财报与分红结构化上下文,Tushare 新接入筹码分布和行业板块涨跌数据。
- 🔒 运行稳定性与配置兼容性提升 — 退出登录会立即让旧会话失效,定时启动兼容旧配置,运行中的
MAX_WORKERS调整和新闻时效窗口反馈更清晰。 - 💼 持仓纠错链路更完整 — 超售会被前置拦截,错误交易/资金流水/公司行为可以直接删除回滚,便于修复脏数据。
新功能
- 📱 美股社交舆情情报 — 新增 Reddit / X / Polymarket 社交媒体情绪数据源,为美股分析提供实时社交热度、情绪评分和提及量等补充指标;完全可选,仅在配置
SOCIAL_SENTIMENT_API_KEY后对美股生效。 - 📊 A 股财报与分红结构化增强(Issue #710)—
fundamental_context.earnings.data新增financial_report与dividend字段;分红统一按“仅现金分红、税前口径”计算,并补充ttm_cash_dividend_per_share与ttm_dividend_yield_pct;分析/历史 API 的details追加financial_report、dividend_metrics可选字段,保持 fail-open 与向后兼容。 - 🔍 接入 Tushare 筹码与行业板块接口 — 新增筹码分布、行业板块涨跌数据获取能力,并统一纳入配置化数据源优先级;默认按上海时间区分盘中/盘后交易日取数,优先使用 Tushare 同花顺接口,必要时降级到东财。
- 🧱 Web UI 基础骨架升级 — 重建共享设计令牌与通用组件,新增 App Shell、Theme Provider、侧边导航,并同步调整 Electron 加载背景,为 Web / Desktop 的统一体验打底。
- 🔐 登录与系统设置流程重做 — 重构 Login、Settings 与 Auth 管理流程,补上显式的认证 setup-state 处理,并让 Web 端与运行时认证配置 API 行为对齐。
- 🧪 前端回归与冒烟覆盖补强 — 新增并扩展登录、首页、聊天、移动端 Shell、设置页、回测入口等关键路径的组件测试与 Playwright smoke coverage。
变更
- 🧭 页面接入新 Shell 布局契约 — Home、Chat、Settings、Backtest 已统一接入新的页面容器、抽屉和滚动约定,降低 UI 迁移期间的页面行为不一致。
- 💾 设置页状态同步更稳 — 优化草稿保留、直接保存同步与冲突处理,减少模块级保存后前后端配置状态不一致的问题。
- 🎭 登录页视觉基线回归 — 登录页恢复到既有
006分支的视觉基线,同时保留新的认证状态逻辑和统一表单交互模型。 - 🏛️ AI 协作治理资产加固 — 收敛并加强
AGENTS.md、CLAUDE.md、Copilot 指令和校验脚本的一致性约束,降低治理资产长期漂移风险。
修复
- ⏰ 定时启动立即执行兼容旧配置(Issue #726)—
SCHEDULE_RUN_IMMEDIATELY未设置时会回退读取RUN_IMMEDIATELY,修复升级后旧.env在定时模式下的兼容性问题;同时澄清.env.example/ README 中两个配置项的适用范围,并注明 Outlook / Exchange 强制 OAuth2 暂不支持。 - 🧵 运行期
MAX_WORKERS配置生效与可解释性增强(#633)— 修复异步分析队列未按MAX_WORKERS同步的问题;新增任务队列并发 in-place 同步机制(空闲即时生效、繁忙延后),并在设置保存反馈与运行日志中明确输出profile/max/effective,减少“参数未生效”误解。 - 🔐 退出登录立即失效现有会话 —
POST /api/v1/auth/logout现在会轮换 session secret,避免旧 cookie 在退出后仍可继续访问受保护接口;同浏览器标签页和并发页面会被同步登出。认证开启时,该接口也不再属于匿名白名单,未登录请求会返回401,避免匿名请求触发全局 session 失效。 - 🧮 Tushare 板块/筹码调用限流与跨日缓存修复 — 新增的
trade_cal、行业板块排行、筹码分布链路统一接入_check_rate_limit();交易日历缓存改为按自然日刷新,避免服务跨天运行后继续沿用旧交易日判断取数日期。 - 💼 持仓超售拦截与错误流水恢复(#718)—
POST /api/v1/portfolio/trades现在会在写入前校验可卖数量,超售返回409 portfolio_oversell;持仓页新增交易 / 资金流水 / 公司行为删除能力,删除后会同步失效仓位缓存与未来快照,便于从错误流水中直接恢复。 - 📧 邮件中文发件人名编码(#708)— 邮件通知现在会对包含中文的
EMAIL_SENDER_NAME自动做 RFC 2047 编码,并在异常路径补充 SMTP 连接清理,修复 GitHub Actions / QQ SMTP 下'ascii' codec can't encode characters导致的发送失败。 - 🐛 港股 Agent 实时行情去重与快速路由 — 统一
HK01810/1810.HK/01810等港股代码归一规则;港股实时行情改为直接走单次akshare_hk路径,避免按 A 股 source priority 重复触发同一失败接口;Agent 运行期对显式retriable=false的工具失败增加短路缓存,减少同轮分析中的重复失败调用。 - 📰 新闻时效硬过滤与策略分窗(#697)— 新增
NEWS_STRATEGY_PROFILE(ultra_short/short/medium/long)并与NEWS_MAX_AGE_DAYS统一计算有效窗口;搜索结果在返回后执行发布时间硬过滤(时间未知剔除、超窗剔除、未来仅容忍 1 天),并在历史 fallback 链路追加相同约束,避免旧闻再次进入“最新动态/风险警报”。
文档
- ☁️ 新增云服务器 Web 界面部署与访问教程(Fixes #686)— 补充从云端部署到外部访问的落地说明,降低远程自托管门槛。
- 🌍 补齐英文文档索引与协作文档 — 新增英文文档索引、贡献指南、Bot 命令文档,并补充中英双语 issue / PR 模板,方便中英文协作与外部贡献者理解项目入口。
- 🏷️ 本地化 README 补充 Trendshift badge — 在多语言 README 中同步补上新版能力入口标识,减少中英文说明面不一致。
What's Changed
🤖 AI & Analysis
- [#697] fix: 新闻时效硬过滤与策略分窗 by @massif-01 in https://github.com/ZhuLinsen/daily_stock_analysis/pull/707
- fix: encode non-ascii email sender names by @ZhuLinsen in https://github.com/ZhuLinsen/daily_stock_analysis/pull/712
- #602 [PR 5 + PR 6] 全局导航与应用外壳 & 系统管理与登录模块 by @Activer007 in https://github.com/ZhuLinsen/daily_stock_analysis/pull/714
- fix: A股财报与分红结构化增强 (#710) by @massif-01 in https://github.com/ZhuLinsen/daily_stock_analysis/pull/731
- chore: harden AI governance assets by @ZhuLinsen in https://github.com/ZhuLinsen/daily_stock_analysis/pull/738
📡 Data Sources
- fix: 修复港股代码全链路支持 (Fixes #629, Fixes #691) by @ZhuLinsen in https://github.com/ZhuLinsen/daily_stock_analysis/pull/694
- feat:增加tushare筹码分析接口、行业板块接口 by @wild-firefox in https://github.com/ZhuLinsen/daily_stock_analysis/pull/717
- fix: close logout gap and harden tushare follow-ups by @ZhuLinsen in https://github.com/ZhuLinsen/daily_stock_analysis/pull/732
⚙️ Configuration
- feat: Social sentiment intelligence for US stocks (Reddit/X/Polymarket) by @alexander-schneider in https://github.com/ZhuLinsen/daily_stock_analysis/pull/705
- docs: add EN doc index, contributing guide, bot guide; bilingual issue/PR templates by @ZhuLinsen in https://github.com/ZhuLinsen/daily_stock_analysis/pull/713
- fix: MAX_WORKERS 运行时并发同步与设置可解释性补齐 (#633) by @massif-01 in https://github.com/ZhuLinsen/daily_stock_analysis/pull/721
- fix: restore schedule immediate-run compatibility by @ZhuLinsen in https://github.com/ZhuLinsen/daily_stock_analysis/pull/735
🧪 Testing
- fix: 修复持仓超售校验与错误流水恢复 (#718) by @massif-01 in https://github.com/ZhuLinsen/daily_stock_analysis/pull/720
📝 Documentation
- [docs] 云服务器 Web 界面访问指南 Issue #686 by @massif-01 in https://github.com/ZhuLinsen/daily_stock_analysis/pull/702
- docs: add Trendshift badge to localized readmes by @ZhuLinsen in https://github.com/ZhuLinsen/daily_stock_analysis/pull/733
New Contributors
- @alexander-schneider made their first contribution in https://github.com/ZhuLinsen/daily_stock_analysis/pull/705
Full Changelog: https://github.com/ZhuLinsen/daily_stock_analysis/compare/v3.7.0...v3.8.0
- Discord environment variable fallback: `DISCORD_CHANNEL_ID` now maps to `DISCORD_MAIN_CHANNEL_ID`. Existing configurations continue to work without changes.
- GitHub Actions upgraded to Node 24; CI jobs no longer emit deprecation warnings for Node 20 (required after 2026‑06‑02).
- 持仓页手工录入表单默认日期 now uses local timezone instead of UTC, fixing offset issues for users in non‑UTC regions.
- `POST /api/v1/portfolio/trades` returns `409` conflict when a duplicate `trade_uid` exists for the same account.
- 持仓管理 P0 全功能上线 (账本、快照、CSV 导入、组合风险报告、Web 持仓页、Agent 工具、事件查询 API、Parser Registry)
- 前端设计系统与原子组件库(渐进式双主题、重构核心 UI 组件、clsx/tailwind-merge 工具)
- 分析 API 异步契约规范化与启动优化
Full changelog
新功能
-
💼 持仓管理 P0 全功能上线(#677,对应 Issue #627)
- 核心账本与快照闭环:新增账户、交易、现金流水、企业行为、持仓缓存、每日快照等核心数据模型与 API 端点;支持 FIFO / AVG 双成本法回放;同日事件顺序固定为
现金 → 企业行为 → 交易;持仓快照写入采用原子事务。 - 券商 CSV 导入:支持华泰 / 中信 / 招商首批适配,含列名别名兼容;两阶段接口(解析预览 + 确认提交);
trade_uid优先、key-field hash 兜底的幂等去重;前导零股票代码完整保留。 - 组合风险报告:集中度风险(Top Positions + A 股板块口径)、历史回撤监控(支持回填缺失快照)、止损接近预警;多币种统一换算 CNY 口径;汲取失败时回退最近成功汇率并标记 stale。
- Web 持仓页(
/portfolio):组合总览、持仓明细、集中度饼图、风险摘要、全组合 / 单账户切换;手工录入交易 / 资金流水 / 企业行为;内嵌账户创建入口;CSV 解析 + 提交闭环与券商选择器。 - Agent 持仓工具:新增
get_portfolio_snapshot数据工具,默认紧凑摘要,可选持仓明细与风险数据。 - 事件查询 API:新增
GET /portfolio/trades、GET /portfolio/cash-ledger、GET /portfolio/corporate-actions,支持日期过滤与分页。 - 可扩展 Parser Registry:应用级共享注册,支持运行时注册新券商;新增
GET /portfolio/imports/csv/brokers发现接口。
- 核心账本与快照闭环:新增账户、交易、现金流水、企业行为、持仓缓存、每日快照等核心数据模型与 API 端点;支持 FIFO / AVG 双成本法回放;同日事件顺序固定为
-
🎨 前端设计系统与原子组件库(#662)
- 引入渐进式双主题架构(HSL 变量化设计令牌),清理历史 Legacy CSS;重构 Button / Card / Badge / Collapsible / Input / Select 等 20+ 核心组件;新增
clsx+tailwind-merge类名合并工具;提升历史记录、LLM 配置等页面可读性。
- 引入渐进式双主题架构(HSL 变量化设计令牌),清理历史 Legacy CSS;重构 Button / Card / Badge / Collapsible / Input / Select 等 20+ 核心组件;新增
-
⚡ 分析 API 异步契约与启动优化(#656)
- 规范
POST /api/v1/analysis/analyze异步请求的返回契约;优化服务启动辅助逻辑;修复前端报告类型联合定义与后端响应对齐问题。
- 规范
修复
- 🔔 Discord 环境变量向后兼容(#659):运行时新增
DISCORD_CHANNEL_ID→DISCORD_MAIN_CHANNEL_ID的 fallback 读取;历史配置用户无需修改即可恢复 Discord Bot 通知;全部相关文档与.env.example对齐。 - 🔧 GitHub Actions Node 24 升级(#665):将所有 GitHub 官方 actions 升级至 Node 24 兼容版本,消除 CI 日志中的 Node.js 20 deprecation warning(影响 2026-06-02 强制升级窗口)。
- 📅 持仓页默认日期本地化:手工录入表单默认日期改用本地时间(
getFullYear/Month/Date),修复 UTC-N 时区用户在当天晚间出现日期偏移的问题。 - 🔁 CSV 导入去重逻辑加固:dedup hash 纳入行序号作为区分因子,确保同字段合法分笔成交不被误折叠;同时在
trade_uid存在时也持久化 hash,防止混合来源重复写入。
变更
POST /api/v1/portfolio/trades在同账户内trade_uid冲突时返回409。- 持仓风险响应新增
sector_concentration字段(增量扩展),原有concentration字段保持不变。 - 分析 API
analyze接口异步行为契约文档化;前端报告类型联合更新。
测试
- 新增持仓核心服务测试(FIFO / AVG 部分卖出、同日事件顺序、重复
trade_uid返回 409、快照 API 契约)。 - 新增 CSV 导入幂等性、合法分笔成交不误去重、去重边界、风险阈值边界、汇率降级行为测试。
- 新增 Agent
get_portfolio_snapshot工具调用测试。 - 新增分析 API 异步契约回归测试。
What's Changed
🤖 AI & Analysis
- fix: upgrade GitHub Actions official actions for Node 24 compatibility by @ZhuLinsen in https://github.com/ZhuLinsen/daily_stock_analysis/pull/665
- #602 [PR 4] 设计系统与原子组件库 (渐进式双主题架构) by @Activer007 in https://github.com/ZhuLinsen/daily_stock_analysis/pull/662
- Improve analysis API async contracts and startup helpers by @ZhuLinsen in https://github.com/ZhuLinsen/daily_stock_analysis/pull/656
⚙️ Configuration
- fix: support legacy Discord channel env alias and align docs by @AsaZhou923 in https://github.com/ZhuLinsen/daily_stock_analysis/pull/659
- [#627][PR4] 持仓管理P0:补全功能漏洞与缺失 by @massif-01 in https://github.com/ZhuLinsen/daily_stock_analysis/pull/677
New Contributors
- @AsaZhou923 made their first contribution in https://github.com/ZhuLinsen/daily_stock_analysis/pull/659
Full Changelog: https://github.com/ZhuLinsen/daily_stock_analysis/compare/v3.6.0...v3.7.0
- Authflow cooldowns now session‑scoped — closes abuse vector where users changed phone/email mid‑flow to reset OTP cooldowns
- Usage alerts with email + usage.alert.triggered webhook before hard caps
- Non-ASCII sender names in custom SMTP
- Portal: Endpoint field now shows for OIDC and SAML app types
Full changelog
Added
- 🗑️ History batch deletion — Web UI now supports multi-selection and batch deletion of analysis history; added
POST /api/v1/history/batch-deleteendpoint andConfirmDialogcomponent. - 🔐 Auth settings API — new
POST /api/v1/auth/settingsendpoint to enable or disable Web authentication at runtime and set the initial admin password when needed - openclaw Skill 集成指南 — 新增 docs/openclaw-skill-integration.md,说明如何通过 openclaw Skill 调用 DSA API
- ⚙️ LLM channel protocol/test UX —
.envand Web settings now share the same channel shape (LLM_CHANNELS+LLM_<NAME>_PROTOCOL/BASE_URL/API_KEY/MODELS/ENABLED); settings page adds per-channel connection testing, primary/fallback/vision model selection, and protocol-aware model prefixing - 🤖 Agent architecture Phase 0+1 — shared protocols (
AgentContext,AgentOpinion,StageResult), extractedrun_agent_loop()runner,AGENT_ARCHswitch (single/multi), config registry entries - 🔍 Bot NL routing — two-layer natural-language routing: cheap regex pre-filter (stock codes + finance keywords) → lightweight LLM intent parsing; controlled by
AGENT_NL_ROUTING=true; supports multi-stock and strategy extraction - 💬
/askmulti-stock analysis — comma orvsseparated codes (max 5), parallel thread execution with 150s timeout (preserves partial results), Markdown comparison summary table at top - 📋
/historycommand — per-user session isolation via{platform}_{user_id}:{scope}format (colon delimiter prevents prefix collision); lists both/chatand/asksessions; view detail or clear - 📊
/strategiescommand — lists available strategy YAML files grouped by category (趋势/形态/反转/框架) with ✅/⬜ activation status - 🔧 Backtest summary tools —
get_strategy_backtest_summaryandget_stock_backtest_summaryregistered as read-only Agent tools - ⚙️ Agent auto-detection —
is_agent_available()auto-detects fromLITELLM_MODEL; explicitAGENT_MODE=true/falsetakes full precedence - 🏗️ Multi-Agent orchestrator (Phase 2) —
AgentOrchestratorwith 4 modes (quick/standard/full/strategy); drop-in replacement forAgentExecutorviaAGENT_ARCH=multi;BaseAgentABC with tool subset filtering, cached data injection, and structuredAgentOpinionoutput - 🧩 Specialised agents (Phase 2-4) —
TechnicalAgent(8 tools, trend/MA/MACD/volume/pattern analysis),IntelAgent(news & sentiment, risk flag propagation),DecisionAgent(synthesis into Decision Dashboard JSON),RiskAgent(7 risk categories, two-level severity with soft/hard override) - 📈 Strategy system (Phase 3) —
StrategyAgent(per-strategy evaluation from YAML skills),StrategyRouter(rule-based regime detection → strategy selection),StrategyAggregator(weighted consensus with backtest performance factor) - 🔬 Deep Research agent (Phase 5) —
ResearchAgentwith 3-phase approach (decompose → research sub-questions → synthesise report); token budget tracking; new/researchbot command with aliases (/深研,/deepsearch) - 🧠 Memory & calibration (Phase 6) —
AgentMemorywith prediction accuracy tracking, confidence calibration (activates after minimum sample threshold), strategy auto-weighting based on historical win rate - 📊 Portfolio Agent (Phase 7) —
PortfolioAgentfor multi-stock portfolio analysis (position sizing, sector concentration, correlation risk, cross-market linkage, rebalance suggestions) - 🔔 Event-driven alerts (Phase 7) —
EventMonitorwithPriceAlert,VolumeAlert,SentimentAlertrules; async checking, callback notifications, serializable persistence - ⚙️ New config entries —
AGENT_ORCHESTRATOR_MODE,AGENT_RISK_OVERRIDE,AGENT_DEEP_RESEARCH_BUDGET,AGENT_MEMORY_ENABLED,AGENT_STRATEGY_AUTOWEIGHT,AGENT_STRATEGY_ROUTING— all registered inconfig.py+config_registry.py(WebUI-configurable)
Changed
- 🔐 Auth password state semantics — stored password existence is now tracked independently from auth enablement; when auth is disabled,
/api/v1/auth/statusreturnspasswordSet=falsewhile preserving the saved password for future re-enable - 🔐 Auth settings re-enable hardening — re-enabling auth with a stored password now requires
currentPassword, and failed session creation rolls back the auth toggle to avoid lockout - ♻️ AgentExecutor refactored —
_run_loopdelegates to sharedrunner.run_agent_loop(); removed duplicated serialization/parsing/thinking-label code - ♻️ Unified agent switch — Bot, API, and Pipeline all use
config.is_agent_available()instead of divergentconfig.agent_modechecks - 📖 README.md — expanded Bot commands section (ask/chat/strategies/history), added NL routing note, updated agent mode description
- 📖 .env.example — added
AGENT_ARCHandAGENT_NL_ROUTINGconfiguration documentation
Fixed
- 🐛 Session secret rotation on Windows — use atomic replace so auth toggles invalidate existing sessions even when
.session_secretalready exists - 🐛 Auth toggle atomicity — persist
ADMIN_AUTH_ENABLEDbefore rotating session secret; on rotation failure, roll back to the previous auth state - 🔧 LLM runtime selection guardrails — YAML 模式下渠道编辑器不再覆盖
LITELLM_MODEL/ fallback / Vision;系统配置校验补上全部渠道禁用后的运行时来源检查,并修复vertexai/...这类协议别名模型被重复加前缀的问题 - 🐛 Multi-stock
/askfollow-up regressions — portfolio overlay now shares the same timeout budget as the per-stock phase and is skipped on timeout instead of blocking the bot reply;/historynow stores the readable per-stock summary instead of raw dashboard JSON; condensed multi-stock output now renders numericsniper_pointsvalues - 🐛 Decision dashboard enum compatibility — multi-agent
DecisionAgentnow keepsdecision_typewithin the legacybuy|hold|sellcontract and normalizes straystrong_*outputs before risk override, pipeline conversion, and downstream统计/通知汇总 - 🛟 Multi-Agent partial-result fallback —
IntelAgentnow caches parsed intel for downstream reuse, shared JSON parsing tolerates lightly malformed model output, and the orchestrator preserves/synthesizes a minimal dashboard on timeout or mid-pipeline parse failure instead of always collapsing to50/观望/未知 - 🐛 Shared LiteLLM routing restored — bot NL intent parsing and
ResearchAgentplanning/synthesis now reuse the same LiteLLM adapter / Router / fallback /api_baseinjection path as the main Agent flow, soLLM_CHANNELS/LITELLM_CONFIG/ OpenAI-compatible deployments behave consistently - 🐛 Bot chat session backward compatibility —
/chatnow keeps using the legacy{platform}_{user_id}session id when old history already exists, and/historycan still list / view / clear those pre-migration sessions alongside the new{platform}_{user_id}:chatformat - 🐛 EventMonitor unsupported rule rejection — config validation/runtime loading now reject or skip alert types the monitor cannot actually evaluate yet, so schedule mode no longer silently accepts permanent no-op rules
- 🐛 P0 基本面聚合稳定性修复 (#614) — 修复
get_stock_info板块语义回归(新增belong_boards并保留boards兼容别名)、引入基本面上下文精简返回以控制 token、为基本面缓存增加最大条目淘汰,并补齐 ETF 总体状态聚合与 NaN 板块字段过滤,保证 fail-open 与最小入侵。 - 🔧 GitHub Actions 搜索引擎环境变量补充 — 工作流新增
MINIMAX_API_KEYS、BRAVE_API_KEYS、SEARXNG_BASE_URLS环境变量映射,使 GitHub Actions 用户可配置 MiniMax、Brave、SearXNG 搜索服务(此前 v3.5.0 已添加 provider 实现但缺少工作流配置) - 🤖 Multi-Agent runtime consistency —
AGENT_MAX_STEPSnow propagates to each orchestrated sub-agent; added cooperativeAGENT_ORCHESTRATOR_TIMEOUT_Sbudget to stop overlong pipelines before they cascade further - 🔌 Multi-Agent feature wiring —
AGENT_RISK_OVERRIDEnow actively downgrades final dashboards on hard risk findings;AGENT_MEMORY_ENABLEDnow injects recent analysis memory + confidence calibration into specialised agents; multi-stock/asknow runsPortfolioAgentto add portfolio-level allocation and concentration guidance - 🔔 EventMonitor runtime wiring — schedule mode can now load alert rules from
AGENT_EVENT_ALERT_RULES_JSON, poll them atAGENT_EVENT_MONITOR_INTERVAL_MINUTES, and send triggered alerts through the existing notification service - 🛠️ Follow-up stability fixes — multi-stock
/asknow falls back to usable text output when dashboard JSON parsing fails; EventMonitor skips semantically invalid rules instead of aborting schedule startup; background alert polling now runs independently of the main scheduled analysis loop - 🧪 Multi-Agent regression coverage — added orchestrator execution tests for
run(),chat(), critical-stage failure, graceful degradation, and timeout handling - 🧹 PortfolioAgent cleanup —
post_process()now reuses shared JSON parsing and removed stale unused imports - 🚦 Bot async dispatch —
CommandDispatchernow exposesdispatch_async(); NL intent parsing and default command execution are offloaded from the event loop, DingTalk stream awaits async handlers directly, and Feishu stream processing is moved off the SDK callback thread - 🌐 Async webhook handler — new
handle_webhook_async()function inbot/handler.pyfor use from async contexts (e.g. FastAPI); callsdispatch_async()directly without thread bridging - 🧵 Feishu stream ThreadPoolExecutor — replaced unbounded per-message
Threadspawning with a cappedThreadPoolExecutor(max_workers=8)to prevent thread explosion under message bursts - 🔒 EventMonitor safety —
_check_volume()now safely handlesget_daily_datareturningNone(no tuple-unpacking crash);on_triggercallbacks support both sync and async callables viaasyncio.to_thread/await - 🧹 ResearchAgent dedup —
_filtered_registry()now delegates toBaseAgent._filtered_registry()instead of duplicating the filtering logic - 🧹 Bot trailing whitespace cleanup — removed W291/W293 whitespace issues across
bot/handler.py,bot/dispatcher.py,bot/commands/base.py,bot/platforms/feishu_stream.py,bot/platforms/dingtalk_stream.py - 🐛 Dispatcher
_parse_intent_via_llmsafety — replaced fragile'raw' in dir()with'raw' in locals()for undefined-variable guard inJSONDecodeErrorhandler - 🐛 筹码结构 LLM 未填写时兜底补全 (#589) — DeepSeek 等模型未正确填写
chip_structure时,自动用数据源已获取的筹码数据补全,保证各模型展示一致;普通分析与 Agent 模式均生效 - 🐛 历史报告狙击点位显示原始文本 (#452) — 历史详情页现优先展示
raw_result.dashboard.battle_plan.sniper_points中的原始字符串,避免analysis_history数值列把区间、说明文字或复杂点位压缩成单个数字;保留原有数值列作为回退 - 🐛 Session prefix collision — user ID
123could see sessions of user1234viastartswith; fixed with colon delimiter in session_id format - 🐛 NL pre-filter false positives —
re.IGNORECASEcaused[A-Z]{2,5}to match common English words like "hello"; removed global flag, use inline(?i:...)only for English finance keywords - 🐛 Dotted ticker in strategy args —
_get_strategy_args()didn't recognizeBRK.Bas a stock code, leaving it in strategy text; now acceptsTICKER.CLASSformat - ⏱️ efinance 长调用挂起修复 (#660) — 为所有 efinance API 调用引入
_ef_call_with_timeout()包装(默认 30 秒,可通过EFINANCE_CALL_TIMEOUT配置);使用executor.shutdown(wait=False)确保超时后不再阻塞主线程,彻底消除 81 分钟挂起问题 - 🛡️ 类型安全内容完整性检查 (#660) —
check_content_integrity()现在将非字符串类型的operation_advice/analysis_summary视为缺失字段,避免下游get_emoji()因dict.strip()崩溃 - 📄 报告保存与通知解耦 (#660) —
_save_local_report()不再依赖send_notification标志触发,--no-notify模式下本地报告照常保存 - 🔄 operation_advice 字典归一化 (#660) — Pipeline 和 BacktestEngine 现在将 LLM 返回的
dict格式operation_advice通过decision_type(不区分大小写)映射为标准字符串,防止因模型输出格式变化导致崩溃 - 🛡️ runner.py usage None 防护 (#660) —
response.usage为None时不再抛出AttributeError,回退为 0 token 计数 - 📋 orchestrator 静默失败改为日志警告 (#660) —
IntelAgent/RiskAgent阶段失败现在记录WARNING而非静默跳过,便于诊断
Notes
- ⚠️ Multi-worker auth toggles — runtime auth updates are process-local; multi-worker deployments must restart/roll workers to keep auth state consistent
What's Changed
🚀 New Features
- feat(llm): multi-channel LLM config with WebUI channel editor by @ZhuLinsen in https://github.com/ZhuLinsen/daily_stock_analysis/pull/641
🤖 AI & Analysis
- fix missing search engine env vars in GitHub Actions by @Colwzq in https://github.com/ZhuLinsen/daily_stock_analysis/pull/625
- feat: inject CI check results into AI review prompt and clarify blocker criteria by @ZhuLinsen in https://github.com/ZhuLinsen/daily_stock_analysis/pull/645
- fix: runtime robustness — efinance timeout, type-safe integrity, report save decoupling by @ZhuLinsen in https://github.com/ZhuLinsen/daily_stock_analysis/pull/660
📡 Data Sources
- [Feature] [P0] 基本面数据管道程序化改造 Issue #614 by @massif-01 in https://github.com/ZhuLinsen/daily_stock_analysis/pull/626
⚙️ Configuration
- #602 [PR 3] 认证安全与初始化流程 (Auth & Security) by @Activer007 in https://github.com/ZhuLinsen/daily_stock_analysis/pull/639
- feat: multi-agent architecture — core orchestrator, specialised agents, strategy system by @ZhuLinsen in https://github.com/ZhuLinsen/daily_stock_analysis/pull/647
🧪 Testing
- Feat: 历史分析记录批量删除功能 (Batch Deletion) by @Activer007 in https://github.com/ZhuLinsen/daily_stock_analysis/pull/636
📝 Documentation
- [docs] add openclaw skill integration guide Issue #615 by @massif-01 in https://github.com/ZhuLinsen/daily_stock_analysis/pull/640
New Contributors
- @Colwzq made their first contribution in https://github.com/ZhuLinsen/daily_stock_analysis/pull/625
Full Changelog: https://github.com/ZhuLinsen/daily_stock_analysis/compare/v3.5.0...v3.6.0
- LLM token usage tracking via `llm_usage` table and `/api/v1/usage/summary` endpoint
- Web UI full report drawer with "Full Report" button and `GET /api/v1/history/{record_id}/markdown` endpoint
- SearXNG search provider added as quota‑free self‑hosted fallback
Full changelog
Added
- 📊 Web UI full report drawer (Fixes #214) — history page adds "Full Report" button to display the complete Markdown analysis report in a side drawer; new
GET /api/v1/history/{record_id}/markdownendpoint - 📊 LLM cost tracking — all LLM calls (analysis, agent, market review) recorded in
llm_usagetable; newGET /api/v1/usage/summary?period=today|month|allendpoint returns aggregated token usage by call type and model - 🔍 SearXNG search provider (Fixes #550) — quota-free self-hosted search fallback; priority: Bocha > Tavily > Brave > SerpAPI > MiniMax > SearXNG
- 🔍 MiniMax web search provider —
MiniMaxSearchProviderwith circuit breaker (3 failures → 300s cooldown) and dual time-filtering; configured viaMINIMAX_API_KEYS - 🤖 Agent models discovery API —
GET /api/v1/agent/modelsreturns available model deployments (primary/fallback/source/api_base) for Web UI model selector - 🤖 Agent chat export & send (#495) — export conversation to .md file; send to configured notification channels; new
POST /api/v1/agent/chat/send - 🤖 Agent background execution (#495) — analysis continues when switching pages; badge notification on completion; auto-cancel in-progress stream on session switch
- 📝 Report Engine P0 — Pydantic schema validation for LLM JSON; Jinja2 templates (markdown/wechat/brief) with legacy fallback; content integrity checks with retry; brief mode (
REPORT_TYPE=brief); history signal comparison - 📦 Smart import — multi-source import from image/CSV/Excel/clipboard; Vision LLM extracts code+name+confidence; name→code resolver (local map + pinyin + AkShare); confidence-tiered confirmation
- ⚙️ GitHub Actions LiteLLM config — workflow supports
LITELLM_CONFIG/LITELLM_CONFIG_YAMLfor flexible AI provider configuration - ⚙️ Config engine refactor & system API (#602) — unified config registry, validation and API exposure
- 📖 LLM configuration guide — new
docs/LLM_CONFIG_GUIDE.mdcovering 3-tier config, quick start, Vision/Agent/troubleshooting
Fixed
- 🐛 analyze_trend always reports No historical data (#600) — now fetches from DB/DataFetcher instead of broken
get_analysis_context - 🐛 Chip structure fallback when LLM omits it (#589) — auto-fills from data source chip data for consistent display across models
- 🐛 History sniper points show raw text (#452) — prioritizes original strings over compressed numeric values
- 🐛 GitHub Actions ENABLE_CHIP_DISTRIBUTION configurable (#617) — no longer hardcoded, supports vars/secrets override
- 🐛
.envsave preserves comments and blank lines — Web settings no longer destroys.envformatting - 🐛 Agent model discovery fixes — legacy mode includes LiteLLM-native providers; source detection aligned with runtime; fallback deployments no longer expanded per-key
- 🐛 Stooq US stock previous close semantics — no longer misuses open price as previous close
- 🐛 Stock name prefetch regression — prioritizes local
STOCK_NAME_MAPbefore remote queries - 🐛 AkShare limit-up/down calculation (#555) — fixed market analysis statistics
- 🐛 AkShare Tencent source field index & ETF quote mapping (#579)
- 🐛 Pytdx stock name cache pagination (#573) — prevents cache overflow
- 🐛 PushPlus oversized report chunking (#489) — auto-segments long content
- 🐛 Agent chat cancel & switch (#495) — cancel no longer misreports as failure; fast switch no longer overwrites stream state
- 🐛 MiniMax search status in
/statuscommand (#587) - 🐛 config_registry duplicate BOCHA_API_KEYS — removed duplicate dict entry that silently overwrote config
Changed
- 🔎 Fetcher failure observability — logs record start/success/failure with elapsed time, failover transitions; Efinance/Akshare include upstream endpoint and classified failure categories
- ♻️ Data source resilience & cleanup (#602) — fallback chain optimization
- ♻️ Image extract API response extension — new
itemsfield (code/name/confidence);codespreserved for backward compatibility - ♻️ Import parse error messages — specific failure reasons for Excel/CSV; improved logging with file type and size
Docs
- 📖 LLM config guide refactored for clarity (#583)
- 📖
image-extract-prompt.mdwith full prompt documentation - 📖 AkShare fallback cache TTL documentation
What's Changed
🤖 AI & Analysis
- feat: LLM token usage tracking - backend by @Myrrolinz in https://github.com/ZhuLinsen/daily_stock_analysis/pull/570
- docs: 重构 LLM 配置指南 (#545) by @massif-01 in https://github.com/ZhuLinsen/daily_stock_analysis/pull/583
- [feat] 增加 SearXNG支持 Issue #550 by @massif-01 in https://github.com/ZhuLinsen/daily_stock_analysis/pull/588
- [fix]. 筹码结构 LLM 未填写时兜底补全 Issue #589 by @massif-01 in https://github.com/ZhuLinsen/daily_stock_analysis/pull/598
- ci(workflow): support litellm_config.yaml in GitHub Actions by @elvisw in https://github.com/ZhuLinsen/daily_stock_analysis/pull/581
- fix(actions): make ENABLE_CHIP_DISTRIBUTION configurable via vars/secrets (Fixes #617) by @massif-01 in https://github.com/ZhuLinsen/daily_stock_analysis/pull/618
📡 Data Sources
- fix: Bug 修复akshare市场分析中涨跌停计算错误(已验证),efinance(未验证),tushare积分不够待改 by @wild-firefox in https://github.com/ZhuLinsen/daily_stock_analysis/pull/555
- #602[PR 1]: 数据源韧性增强与代码清理 by @Activer007 in https://github.com/ZhuLinsen/daily_stock_analysis/pull/609
- #602 [PR 2] 配置引擎重构与系统 API (Config & API) by @Activer007 in https://github.com/ZhuLinsen/daily_stock_analysis/pull/611
📝 Documentation
- [fix] add MiniMax search status display in /status command Issue #587 by @massif-01 in https://github.com/ZhuLinsen/daily_stock_analysis/pull/593
- [fix]. analyze_trend 始终报 No historical data Issue#600 by @massif-01 in https://github.com/ZhuLinsen/daily_stock_analysis/pull/613
- feat: web-ui add full report button by @graydovee in https://github.com/ZhuLinsen/daily_stock_analysis/pull/621
New Contributors
- @wild-firefox made their first contribution in https://github.com/ZhuLinsen/daily_stock_analysis/pull/555
- @elvisw made their first contribution in https://github.com/ZhuLinsen/daily_stock_analysis/pull/581
- @graydovee made their first contribution in https://github.com/ZhuLinsen/daily_stock_analysis/pull/621
Full Changelog: https://github.com/ZhuLinsen/daily_stock_analysis/compare/v3.4.11...v3.5.0
- Pin TikToken version: requirements.txt now restricts to `tiktoken>=0.8.0,<0.12.0` to avoid the `Unknown encoding cl100k_base` regression introduced in 0.12.0
- If using markdown‑to‑file engine, install globally via `npm i -g markdown-to-file`
- Markdown-to-image support for dashboard reports (Telegram, WeChat, Custom, Email)
- Optional markdown-to-file engine (`MD2IMG_ENGINE=markdown-to-file`) with improved emoji handling
- Configurable `PREFETCH_REALTIME_QUOTES` flag to disable real‑time quote pre‑fetching
Full changelog
Fixed
- 🐛 EfinanceFetcher ETF OHLCV data (#541, #527) — switch
_fetch_etf_datafromef.fund.get_quote_history(NAV-only, no OHLCV, nobeg/endparams) toef.stock.get_quote_history; ETFs now return proper open/high/low/close/volume/amount instead of zeros; remove obsolete NAV column mappings from_normalize_data - 🐛 tiktoken 0.12.0
Unknown encoding cl100k_base(#537) — pintiktoken>=0.8.0,<0.12.0in requirements.txt to avoid plugin-registration regression introduced in 0.12.0 - 🐛 Web UI API error classification (#540) — frontend no longer treats every HTTP 400 as the same "server/network" failure; now distinguishes Agent disabled / missing params / model-tool incompatibility / upstream LLM errors / local connection failures
- 🐛 北交所代码识别失败 (#491, #533) — 8/4/92 开头的 6 位代码现正确识别为北交所;Tushare/Akshare/Yfinance 等数据源支持 .BJ 或 bj 前缀;Baostock/Pytdx 对北交所代码显式切换数据源;避免误判上海 B 股 900xxx
- 🐛 狙击点位解析错误 (#488, #532) — 理想买入/二次买入等字段在无「元」字时误提取括号内技术指标数字;现先截去第一个括号后内容再提取
Added
- Markdown-to-image for dashboard report (#455, #535) — 个股日报汇总支持 markdown 转图片推送(Telegram、WeChat、Custom、Email),与大盘复盘行为一致
- markdown-to-file engine (#455) —
MD2IMG_ENGINE=markdown-to-file可选,对 emoji 支持更好,需npm i -g markdown-to-file - PREFETCH_REALTIME_QUOTES (#455) — 设为
false可禁用实时行情预取,避免 efinance/akshare_em 全市场拉取 - Stock name prefetch (#455) — 分析前预取股票名称,减少报告中「股票xxxxx」占位符
Changed
- Enhanced markdown-to-image failure warning (#455) — 转图失败时提示具体依赖(wkhtmltopdf 或 m2f)
- WeChat-only image routing optimization (#455) — 仅配置企业微信图片时,不再对完整报告做冗余转图,避免误导性失败日志
- Stock name prefetch lightweight mode (#455) — 名称预取阶段跳过 realtime quote 查询,减少额外网络开销
- 📊 分析报告模型标记 (#528, #534) — 在分析报告 meta、报告末尾、推送内容中展示
model_used(完整 LLM 模型名);Agent 多轮调用时记录并展示每轮实际使用的模型(支持 fallback 切换)
What's Changed
🤖 AI & Analysis
- [feat] 在分析报告中标记使用模型并完善展示链路 Issue #528 by @massif-01 in https://github.com/ZhuLinsen/daily_stock_analysis/pull/534
📡 Data Sources
- [fix] 北交所股票代码识别与数据源适配 Issue #491 by @massif-01 in https://github.com/ZhuLinsen/daily_stock_analysis/pull/533
- [feat] 配置中 markdown 转图片支持个股日报汇总 Issue #455 by @massif-01 in https://github.com/ZhuLinsen/daily_stock_analysis/pull/535
⚙️ Configuration
- Fix/(webui): 实现API错误精细化分类与统一展示组件 by @Activer007 in https://github.com/ZhuLinsen/daily_stock_analysis/pull/540
🧪 Testing
- [fix] 狙击点位解析错误 Issue #488 by @massif-01 in https://github.com/ZhuLinsen/daily_stock_analysis/pull/532
New Contributors
- @Activer007 made their first contribution in https://github.com/ZhuLinsen/daily_stock_analysis/pull/540
Full Changelog: https://github.com/ZhuLinsen/daily_stock_analysis/compare/v3.4.9...v3.4.10
- multi-channel LLM support with visual channel editor
Full changelog
See CHANGELOG for details.
What's Changed
🤖 AI & Analysis
- feat: multi-channel LLM support with visual channel editor by @ZhuLinsen in https://github.com/ZhuLinsen/daily_stock_analysis/pull/494
- Gap Remediation:配置校验与 Vision key 检查补全 by @massif-01 in https://github.com/ZhuLinsen/daily_stock_analysis/pull/525
🔔 Notifications
- refactor: formatter and notification by @AnthonyZJiang in https://github.com/ZhuLinsen/daily_stock_analysis/pull/516
📝 Documentation
- Add SKILL.md for agent by @Randool in https://github.com/ZhuLinsen/daily_stock_analysis/pull/484
New Contributors
- @Randool made their first contribution in https://github.com/ZhuLinsen/daily_stock_analysis/pull/484
Full Changelog: https://github.com/ZhuLinsen/daily_stock_analysis/compare/v3.4.8...v3.4.9
Fixed Desktop exe crashes caused by missing JSON data files.
Full changelog
Fixed
- 🐛 Desktop exe crashes on startup with
FileNotFoundError— PyInstaller build was missing litellm's JSON data files (e.g.model_prices_and_context_window_backup.json). Added--collect-data litellmto both Windows and macOS build scripts so the files are correctly bundled in the executable.
CI
- 🔧 Cache Electron binaries on macOS CI runners to prevent intermittent EOF download failures when fetching
electron-vX.Y.Z-darwin-*.zipfrom GitHub CDN - 🔧 Fix macOS DMG
hdiutil Resource busyerror during desktop packaging
Docs
- 📝 Clarify non-trading-day manual run controls for GitHub Actions (
TRADING_DAY_CHECK_ENABLED+force_run) (#474)
What's Changed
📝 Documentation
- 增加readme中关于跳过交易日检查的两种机制的说明 by @aoshuangzhitou in https://github.com/ZhuLinsen/daily_stock_analysis/pull/474
Full Changelog: https://github.com/ZhuLinsen/daily_stock_analysis/compare/v3.4.7...v3.4.8
- CN/US Market Strategy Blueprint System adds region‑specific prompts with position sizing and risk trigger recommendations
Full changelog
Added
- 🧠 CN/US Market Strategy Blueprint System (#395) — market review prompt injects region-specific strategy blueprints with position sizing and risk trigger recommendations
Fixed
- 🐛
TRADING_DAY_CHECK_ENABLEDenv var and--force-runfor GitHub Actions (#466) - 🐛 Agent pipeline preserved resolved stock names (#464) — placeholder names no longer leak into reports
- 🐛 Code cleanup (#462, Fixes #422)
- 🐛 WebUI auto-build on startup (#460)
- 🐛 ARCH_ARGS unbound variable (#458)
- 🐛 Time zone inconsistency & right panel flash (#439)
Docs
- 📝 Clarify potential ambiguities in code (#343)
- 📝 ENABLE_EASTMONEY_PATCH guidance for Issue #453 (#456)
What's Changed
🤖 AI & Analysis
- feat: add CN/US market strategy blueprint system by @zhangtianle in https://github.com/ZhuLinsen/daily_stock_analysis/pull/395
- fix: add TRADING_DAY_CHECK_ENABLED env var and --force-run support for GitHub Actions by @aoshuangzhitou in https://github.com/ZhuLinsen/daily_stock_analysis/pull/466
New Contributors
- @zhangtianle made their first contribution in https://github.com/ZhuLinsen/daily_stock_analysis/pull/395
- @aoshuangzhitou made their first contribution in https://github.com/ZhuLinsen/daily_stock_analysis/pull/466
Full Changelog: https://github.com/ZhuLinsen/daily_stock_analysis/compare/v3.4.6...v3.4.7
- 问股页面对话历史持久化 (Fixes #400)
Full changelog
What's Changed
- feat: 问股页面对话历史持久化 (Fixes #400) by @mkloveyy in https://github.com/ZhuLinsen/daily_stock_analysis/pull/414
Full Changelog: https://github.com/ZhuLinsen/daily_stock_analysis/compare/v3.3.21...v3.3.22