"""akg-factor-bridge CLI。 python run.py views # 连通性自检：打印视图/表行数 python run.py apply-views [--dry-run] # 把插槽视图 DDL 应用到基座 PG python run.py probe # G1 体检（只读，详见 probe.py） python run.py freeze [--date D] # 输入冻结（G0.5，详见 freeze.py） python run.py register # 注册四子因子到 factor_metadata python run.py build all --mode history --start 2024-01-01 --end 2025-12-31 python run.py build akg_heat --mode daily --date 2026-07-24 python run.py build akg_event --mode history --start 2025-01-01 --end 2026-07-24 daily 模式：不给 --date 则取今天；start=end=date，跑完自动冻结（--no-freeze 可关）。 history 模式：需 --start/--end，默认不逐日冻结。 所有写入幂等（删涉及日期区间再插），可安全重跑。 """ import argparse import datetime as dt import warnings # pandas 用 DBAPI 连接读 SQL 会 warn（无害，功能正常）——静音保持日志干净 warnings.filterwarnings("ignore", message=".*only supports SQLAlchemy.*") import common import config import db import factors def cmd_views(): checks = [ ("PG v_factor_universe", "pg", "SELECT count(*) FROM v_factor_universe"), ("PG v_factor_consensus", "pg", "SELECT count(*) FROM v_factor_consensus"), ("PG v_factor_events", "pg", "SELECT count(*) FROM v_factor_events"), ("PG v_factor_transmission", "pg", "SELECT count(*) FROM v_factor_transmission"), ("153 stock_fund_heat_scores","heat", "SELECT count(*) FROM stock_fund_heat_scores"), ("平台 gp_day_data", "price", "SELECT count(*) FROM gp_day_data"), ("平台 factor_metadata", "factor", "SELECT count(*) FROM factor_metadata"), ] print("连通性自检：") for name, src, sql in checks: try: df = db.read_pg(sql) if src == "pg" else db.read_mysql(src, sql) print(f" ✅ {name}: {int(df.iloc[0, 0])}") except Exception as e: # noqa: BLE001 print(f" ❌ {name}: {e!r}") # 视图版本自检：v2 才有的列在不在（评审第一批是否已应用） print("\n视图版本（2026-07-26 评审 v2）：") for label, sql in ( ("v_factor_transmission.n_sources", "SELECT n_sources FROM v_factor_transmission LIMIT 1"), ("v_factor_transmission.mkt_trade_date", "SELECT mkt_trade_date FROM v_factor_transmission LIMIT 1"), ("v_factor_events.source_type", "SELECT source_type FROM v_factor_events LIMIT 1"), ("v_factor_segment_members（第五插槽，G2）", "SELECT 1 FROM v_factor_segment_members LIMIT 1")): try: db.read_pg(sql) print(f" ✅ {label}") except Exception: # noqa: BLE001 print(f" ⬜ {label} —— 未就绪") fronts = [ ("热度 heat", "heat", "trade_date", "stock_fund_heat_scores"), ("一致预期 consensus", "pg", "asof_date", "v_factor_consensus"), ("事件 events", "pg", "disclosure_date", "v_factor_events"), ("传导 transmission", "pg", "scan_date", "v_factor_transmission"), ("行情 gp_day_data", "price", "`timestamp`", "gp_day_data"), ] print("\n数据历史深度（min ~ max，distinct 天数——回填范围据此定）：") for name, src, col, tbl in fronts: sql = f"SELECT MIN({col}), MAX({col}), COUNT(DISTINCT {col}) FROM {tbl}" try: df = db.read_pg(sql) if src == "pg" else db.read_mysql(src, sql) lo, hi, n = df.iloc[0, 0], df.iloc[0, 1], df.iloc[0, 2] print(f" {name}: {lo} ~ {hi} ({int(n)} 天)") except Exception as e: # noqa: BLE001 print(f" {name}: ❌ {e!r}") print(f"\n当前口径：SUBFACTOR_UNIVERSE={config.SUBFACTOR_UNIVERSE} " f"| EVENT_SOURCE_TYPES={sorted(config.EVENT_SOURCE_TYPES)} " f"| EVENT_MAX_PER_DOC={config.EVENT_MAX_PER_DOC}") _META = { "akg_upside": ("astock-kg 预期空间", "分析师一致预期目标价隐含收益率(target_mid/price-1)"), "akg_heat": ("astock-kg 热度", "生态日频资金热度分(0~1)"), "akg_event": ("astock-kg 事件", "利好利空事件时间衰减加权分(仅公告来源,单文档封顶)"), "akg_transmission": ("astock-kg 传导", "板块传导未动成员传导强度(distinct源数×(1-已动比例))"), } def cmd_register(): print("注册四子因子：") for code, (name, desc) in _META.items(): common.register(code, name, factors.FACTORS[code], ["astock-kg", code.split("_", 1)[1]], desc) def cmd_build(which, mode, start, end, date, do_freeze=True): if mode == "daily": d = date or dt.date.today().isoformat() start = end = d if not start or not end: raise SystemExit("history 模式需要 --start 与 --end") codes = list(factors.FACTORS) if which == "all" else [which] frames = {} for code in codes: if code not in factors.BUILDERS: raise SystemExit(f"未知因子: {code}（可选: {list(factors.FACTORS)} 或 all）") print(f"[{code}] {mode} {start} ~ {end}") try: df = factors.BUILDERS[code](start, end) frames[f"factor_{code}"] = df common.write_factor(factors.FACTORS[code], df, mode) except Exception as e: # noqa: BLE001 —— 一路失败不拖累其余（批量容错） print(f" ❌ {code} 失败: {e!r}") # 日更顺手冻结：输入与输出落在同一目录，任何一行因子值都能被逐步复算。 # history 模式默认不冻结（逐日冻结应单独跑，避免一次回填写出几百个目录）。 if do_freeze and mode == "daily": try: import freeze freeze.snapshot(start, extra_frames=frames) except Exception as e: # noqa: BLE001 —— 冻结失败不该让因子构建算失败 print(f" ❌ 冻结失败（因子已落库）: {e!r}") def main(): ap = argparse.ArgumentParser(description="akg-factor-bridge") sub = ap.add_subparsers(dest="cmd", required=True) sub.add_parser("views") sub.add_parser("register") p = sub.add_parser("probe") p.add_argument("--section", choices=["all", "pools", "price", "upside", "corr"], default="all", help="pools=池结构清单 price=行情年表 upside=分布与q档位 corr=三项相关矩阵") av = sub.add_parser("apply-views") av.add_argument("--file", default="sql/astock_kg_slot_views.sql") av.add_argument("--dry-run", action="store_true", help="只列语句不执行") f = sub.add_parser("freeze") f.add_argument("--date", help="默认今天") b = sub.add_parser("build") b.add_argument("factor", help="akg_upside|akg_heat|akg_event|akg_transmission|all") b.add_argument("--mode", choices=["daily", "history"], default="daily") b.add_argument("--start") b.add_argument("--end") b.add_argument("--date") b.add_argument("--no-freeze", action="store_true", help="daily 模式下跳过输入冻结") a = ap.parse_args() if a.cmd == "views": cmd_views() elif a.cmd == "probe": import probe # 按需加载：一次性诊断命令，不影响常规链路 probe.run(a.section) elif a.cmd == "apply-views": import apply_views raise SystemExit(1 if apply_views.apply(a.file, a.dry_run) else 0) elif a.cmd == "freeze": import freeze freeze.snapshot(a.date) elif a.cmd == "register": cmd_register() elif a.cmd == "build": cmd_build(a.factor, a.mode, a.start, a.end, a.date, do_freeze=not a.no_freeze) if __name__ == "__main__": main()