v1.6.0: 目标跟踪(概念/主题/股票) - watch_targets表+概念智能体跟踪(关键词检索+受益个股+影响度判定+邮件通知), 自动化页加持仓管理和目标管理, 报告支持股票/概念双类型

database.py

@@ -142,10 +142,11 @@ CREATE TABLE IF NOT EXISTS notification_log (
 
 CREATE TABLE IF NOT EXISTS tracking_reports (
   id INTEGER PRIMARY KEY AUTOINCREMENT,
+  target_type TEXT DEFAULT 'stock',  -- stock(股票) / concept(概念主题)
   code TEXT NOT NULL,
   stock_name TEXT DEFAULT '',
   industry TEXT DEFAULT '',
-  report TEXT DEFAULT '',            -- 产业链深度分析（markdown）
+  report TEXT DEFAULT '',            -- 产业链/概念深度分析（markdown）
   meta TEXT DEFAULT '{}',            -- JSON：significance/impact_score/summary/新闻统计
   sources TEXT DEFAULT '{}',         -- JSON：个股/上游/下游/同业 采集的资讯 + 指标 + 评级
   status TEXT DEFAULT 'done',
@@ -153,6 +154,16 @@ CREATE TABLE IF NOT EXISTS tracking_reports (
 );
 CREATE INDEX IF NOT EXISTS idx_tracking_code ON tracking_reports(code);
 
+CREATE TABLE IF NOT EXISTS watch_targets (
+  id INTEGER PRIMARY KEY AUTOINCREMENT,
+  type TEXT DEFAULT 'concept',       -- concept(概念/主题) / stock(股票)
+  code TEXT DEFAULT '',              -- stock 时的股票代码
+  name TEXT NOT NULL,                -- 概念/主题名 或 股票名
+  keywords TEXT DEFAULT '',          -- concept 的检索关键词（逗号分隔）
+  enabled INTEGER DEFAULT 1,
+  created_at TEXT DEFAULT (datetime('now','localtime'))
+);
+
 CREATE TABLE IF NOT EXISTS market_index (
   date TEXT PRIMARY KEY,
   sh REAL DEFAULT 0,   -- 上证指数（点）
@@ -187,6 +198,10 @@ def db():
 def init_db():
     with db() as conn:
         conn.executescript(SCHEMA)
+        # 迁移：老库补列
+        cols = {r[1] for r in conn.execute("PRAGMA table_info(tracking_reports)")}
+        if "target_type" not in cols:
+            conn.execute("ALTER TABLE tracking_reports ADD COLUMN target_type TEXT DEFAULT 'stock'")
 
 
 def query(sql, args=()):
@@ -219,7 +234,8 @@ def wipe_all():
     """清空业务表（保留结构）+ 重置自增序列，用于重灌数据"""
     for t in ("stock_daily", "inst_ratings", "fund_holdings", "news",
               "institutions", "stocks", "watchlist", "analysis_cache", "analysis_history",
-              "market_index", "strategy_backtests", "notification_log", "tracking_reports"):
+              "market_index", "strategy_backtests", "notification_log", "tracking_reports",
+              "watch_targets"):
         with db() as conn:
             conn.execute(f'DELETE FROM "{t}"')
     with db() as conn: