v1.4.0: 持仓跟踪智能体(产业链上下游深度分析) - 定期跟踪自选股/持仓, RAG采集个股+上游+下游+同业动态, LLM输出产业链深度分析+影响度判定, 重大变化邮件通知, 跟踪页+设置项

database.py

@@ -140,6 +140,19 @@ CREATE TABLE IF NOT EXISTS notification_log (
   sent_at TEXT DEFAULT (datetime('now','localtime'))
 );
 
+CREATE TABLE IF NOT EXISTS tracking_reports (
+  id INTEGER PRIMARY KEY AUTOINCREMENT,
+  code TEXT NOT NULL,
+  stock_name TEXT DEFAULT '',
+  industry TEXT DEFAULT '',
+  report TEXT DEFAULT '',            -- 产业链深度分析（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',
+  created_at TEXT DEFAULT (datetime('now','localtime'))
+);
+CREATE INDEX IF NOT EXISTS idx_tracking_code ON tracking_reports(code);
+
 CREATE TABLE IF NOT EXISTS market_index (
   date TEXT PRIMARY KEY,
   sh REAL DEFAULT 0,   -- 上证指数（点）
@@ -206,7 +219,7 @@ 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"):
+              "market_index", "strategy_backtests", "notification_log", "tracking_reports"):
         with db() as conn:
             conn.execute(f'DELETE FROM "{t}"')
     with db() as conn: