v1.9.0: ①自动化开关即时保存(切换即生效不回落) ②持仓跟踪推送方式(聚合一起发默认/分散发) ③行情数据增量延续到最新交易日(每小时自动+手动按钮)

README.md

@@ -24,7 +24,7 @@
 | 📑 AI 分析详情 | `/analysis/<id>` | 研报正文 + **大模型参考的数据源**（RAG新闻/概况/指标/评级/持仓/提示词） |
 | 🧭 持仓跟踪报告 | `/tracking` | 产业链深度跟踪报告总览（⏰ 自动化页入口进入） |
 | 🔧 系统设置 | `/settings` | 邮件 SMTP + 大模型接口配置 |
-| ⚙️ 数据管理 | `/admin` | 数据统计、向量库状态、一键重灌、重建回测、依赖体检 |
+| ⚙️ 数据管理 | `/admin` | 数据统计、向量库状态、一键重灌、重建回测、**定时报告手动触发与日志** |
 
 ---
 
@@ -132,6 +132,8 @@ cd works/stock-advisor
 | `notification_log` | 舆情通知日志 | news_id/importance/status |
 | `watch_targets` | 跟踪目标（概念/主题/股票） | type/name/keywords/enabled |
 | `tracking_reports` | 跟踪报告（含类型/数据源/影响度 JSON） | target_type/code/report/meta |
+| `report_log` | 定时报告发送日志 | kind/subject/status |
+| `global_markets` | 全球主要指数（模拟） | date/data(JSON) |
 
 ---
 
@@ -198,6 +200,8 @@ cd works/stock-advisor
 
 **防打扰机制**：`monitor_last_news_id` 水位只扫新增；首次启动只建水位不通知历史；单封邮件最多 20 条。
 
+**🌙 静默期**：可配置某些时段不发送邮件（如夜间/午休），支持多段 `23:00-07:30,12:00-13:00`（跨午夜）。命中静默时段时扫描照常、仅抑制发送（日志标记为 `quiet`，水位正常推进，不会在结束后补发积压）。在 ⏰ 自动化页开启。
+
 ### 5. 持仓跟踪智能体（engine/agent.py + chain_data.py）
 
 对**持仓（自选股）**与**目标概念/主题/股票**定期主动跟踪，由**大模型智能体 + 工作流**驱动：
@@ -217,16 +221,35 @@ cd works/stock-advisor
 - **影响度判定**：大模型输出 JSON（significance / impact_score / change_kind / summary / chain_trend），前置输出防截断，容错解析
 - **主动调度**：后台调度器按间隔（默认 60 分钟）跟踪全部持仓+目标；支持「立即跟踪全部目标/单只」
 - **重大变化通知**：impact_score ≥ 阈值（默认 65）自动邮件（股票/概念通用）
+- **🌙 静默期**：可配置某些时段不发送重大变化邮件（跟踪报告照常生成入库），在 ⏰ 自动化页开启，多段/跨午夜均支持
 - **页面 `/tracking`**：股票+概念报告总览；**⏰ 自动化**页可管理持仓与目标、查看最近报告
 
-### 5. 系统设置（/settings）
+### 6. 系统设置（/settings）
 
 - **📧 邮件**：SMTP 服务器/端口/加密模式（plain/starttls/ssl）/账号/密码/收件人 + 测试邮件
 - **🤖 大模型**：base_url / api_key / model（**运行时生效**）+ 测试连接
-- **📰 监控**：开关/间隔/分类/阈值/关键词 + 立即扫描 + 通知日志
 
 > 设置存入 `settings` 表，优先于 `config.py` 默认值，无需改代码。
 
+### 7. 每日定时报告（engine/report.py + reports.py + cron）
+
+工作日自动发送两封行情报告到邮箱：
+
+| 时段 | cron | 内容 |
+|---|---|---|
+| 🌅 盘前分析 | `0 9 * * 1-5` | 昨日市场回顾 / 昨日至今要闻 / 全球市场 / 持仓与关注目标 / 盘前研判 |
+| 🌇 盘后总结 | `30 15 * * 1-5` | 今日市场总结 / 今日要闻 / 全球市场 / 持仓表现 / 盘后研判 |
+
+每期输出**两份报告**：
+- **简单版**：邮件正文（指数/涨跌结构/要闻/持仓/目标 + AI 研判速览）
+- **详细版**：HTML 附件（数据总览表格 + 全球市场 + 持仓明细 + AI 深度分析全文）
+
+- **全球市场数据** `global_markets` 表（模拟）：道琼斯/纳斯达克/标普/恒生/日经/KOSPI/德法英等 9 大指数
+- 报告由 DeepSeek 基于当日数据生成研判（简版+详版两次调用），失败自动降级为数据速览
+- **手动触发**：数据管理页「定时报告」卡片（🌅/🌇 按钮）+ 发送日志 `report_log` 表
+- **🌙 静默期**：数据管理页可配置报告静默时段，命中时段内不生成、不发送（日志标记为 `quiet`）
+- CLI：`python3 reports.py premarket|postmarket`
+
 ---
 
 ## 🔌 API 文档
@@ -296,7 +319,7 @@ cd works/stock-advisor
 | 方法 | 路径 | 说明 |
 |---|---|---|
 | GET | `/api/settings` | 读取全部设置 |
-| POST | `/api/settings` | 保存设置 `{mail, llm, monitor}` |
+| POST | `/api/settings` | 保存设置 `{mail, llm, monitor, tracking, quiet}`（quiet 含 monitor/tracking/report 三任务静默期） |
 | POST | `/api/settings/test-email` | 发送测试邮件 |
 | POST | `/api/settings/test-llm` | 测试大模型连接 |
 | POST | `/api/monitor/scan` | 立即扫描新闻 |
@@ -364,6 +387,9 @@ IS_MOCK = False
 | v1.4.0 | 持仓跟踪智能体：产业链上下游深度分析（上游供给/成本、下游需求/景气、同业），影响度判定+重大变化通知 |
 | v1.5.0 | 舆情监控与持仓跟踪合并为「⏰ 自动化」导航入口（双选项卡）；修复布尔设置存储兼容 |
 | v1.6.0 | 目标跟踪：概念/主题/股票（watch_targets），概念智能体分析+受益个股，持仓管理与目标管理，报告支持双类型 |
+| v1.7.0 | 每日定时报告：工作日 9:00 盘前 / 15:30 盘后，简版正文+详细版附件，全球市场数据，cron 定时+手动触发 |
+| v1.8.0 | 🌙 静默期：舆情监控/持仓跟踪/定时报告三大自动化任务均可独立配置静默时段（多段/跨午夜），命中时段不发送邮件（日志标记 quiet） |
+| v1.9.0 | ①自动化页开关/参数全部**即时保存**（切换即生效，无需再点保存按钮，刷新不回弹）；②持仓跟踪新增**重大变化推送方式**：聚合一起发（默认，一轮全部分析完统一发一封汇总邮件）/ 分散发（每只出结果立即单独发）；③**行情数据自动延续**：新增 extend_daily 增量扩展（行情/新闻/指数从库内最新日期延续到最新交易日，幂等），服务每小时自动检查+数据管理页「📅 更新行情到最新交易日」手动触发，数据不再停留在建库日 |
 
 ---
 

app.py

@@ -561,7 +561,7 @@ def api_backtest_rebuild():
 @app.route("/api/settings")
 def api_settings():
     from settings import all_settings, mail_config, monitor_config, monitor_state, \
-        tracking_config, tracking_state
+        tracking_config, tracking_state, quiet_config
     from config import LLM_BASE_URL, LLM_API_KEY, LLM_MODEL
     s = all_settings()
     mail = mail_config()
@@ -571,6 +571,11 @@ def api_settings():
         "mail": mail,
         "monitor": mono,
         "tracking": {**track, **tracking_state()},
+        "quiet": {  # 各自动化任务的静默期配置
+            "monitor": quiet_config("monitor"),
+            "tracking": quiet_config("tracking"),
+            "report": quiet_config("report"),
+        },
         "llm": {
             "base_url": s.get("llm_base_url", LLM_BASE_URL),
             "api_key": s.get("llm_api_key", LLM_API_KEY),
@@ -614,6 +619,16 @@ def api_settings_save():
         set_setting("tracking_enabled", _bool_str(track["tracking_enabled"]))
     if "tracking_notify" in track:
         set_setting("tracking_notify", _bool_str(track["tracking_notify"]))
+    if "tracking_push_mode" in track:
+        set_setting("tracking_push_mode", str(track["tracking_push_mode"]).strip().lower())
+    # 静默期（各自动化任务独立配置）
+    quiet = body.get("quiet") or {}
+    for prefix in ("monitor", "tracking", "report"):
+        q = quiet.get(prefix) or {}
+        if "enabled" in q:
+            set_setting(f"{prefix}_quiet_enabled", _bool_str(q["enabled"]))
+        if "ranges" in q:
+            set_setting(f"{prefix}_quiet_ranges", str(q["ranges"] or "").strip())
     return jsonify({"ok": True, "msg": "设置已保存"})
 
 
@@ -773,6 +788,8 @@ def api_admin_stats():
     tables = ("stocks", "stock_daily", "news", "institutions", "inst_ratings",
               "fund_holdings", "watchlist", "analysis_cache", "analysis_history",
               "strategy_backtests", "market_index")
+    latest_daily = query_one("SELECT MAX(date) d FROM stock_daily")
+    latest_news = query_one("SELECT MAX(publish_date) d FROM news")
     return jsonify({
         "tables": {t: table_count(t) for t in tables},
         "vector": {
@@ -781,6 +798,8 @@ def api_admin_stats():
         },
         "is_mock": IS_MOCK,
         "db": "stock_advisor.db",
+        "latest_daily": (latest_daily or {}).get("d"),
+        "latest_news": (latest_news or {}).get("d"),
     })
 
 
@@ -801,6 +820,29 @@ def api_admin_reseed():
     return jsonify({"ok": True, "msg": "重灌任务已启动，可在数据管理页刷新查看进度"})
 
 
+@app.route("/api/admin/update-data", methods=["POST"])
+def api_admin_update_data():
+    """把行情/新闻/指数增量扩展到最新交易日（模拟数据延续），后台执行"""
+    import threading
+
+    def run():
+        try:
+            from seed_data import extend_daily
+            with open(os.path.join(LOG_DIR, "data_update.log"), "a") as f:
+                f.write(f"[{time.strftime('%Y-%m-%d %H:%M:%S')}] 开始更新数据\n")
+            res = extend_daily()
+            with open(os.path.join(LOG_DIR, "data_update.log"), "a") as f:
+                f.write(f"[{time.strftime('%Y-%m-%d %H:%M:%S')}] 完成: {res}\n")
+            log.info("data extend done: %s", res)
+        except Exception as e:
+            log.exception("data extend fail")
+            with open(os.path.join(LOG_DIR, "data_update.log"), "a") as f:
+                f.write(f"[{time.strftime('%Y-%m-%d %H:%M:%S')}] 失败: {e}\n")
+
+    threading.Thread(target=run, daemon=True).start()
+    return jsonify({"ok": True, "msg": "行情更新已启动（增量扩展到最新交易日），稍后刷新数据管理页查看"})
+
+
 @app.route("/api/admin/healthcheck")
 def api_admin_healthcheck():
     """外部依赖连通性检查"""
@@ -822,10 +864,35 @@ def api_admin_healthcheck():
 
 
 if __name__ == "__main__":
+    import threading
     init_db()
     from engine.notifier import start_monitor
     from engine.agent import start_tracking
     start_monitor()
     start_tracking()
+    # 行情自动更新器：每小时检查，若行情最新日期落后于最新交易日则增量扩展（模拟数据延续）
+    class DataUpdater(threading.Thread):
+        def __init__(self):
+            super().__init__(daemon=True, name="data-updater")
+            self._stop = threading.Event()
+
+        def run(self):
+            log.info("行情自动更新器启动（每小时检查）")
+            while not self._stop.is_set():
+                try:
+                    import datetime as _dt
+                    last = query_one("SELECT MAX(date) d FROM stock_daily")
+                    today = _dt.date.today()
+                    while today.weekday() >= 5:
+                        today -= _dt.timedelta(days=1)
+                    if not last or last["d"] < today.isoformat():
+                        from seed_data import extend_daily
+                        res = extend_daily()
+                        log.info("行情自动扩展: %s", res)
+                except Exception as e:
+                    log.warning("data updater error: %s", e)
+                self._stop.wait(3600)
+
+    DataUpdater().start()
     print(f"✅ {SERVICE_NAME} 启动: http://0.0.0.0:{SERVICE_PORT}")
     app.run(host=SERVICE_HOST, port=SERVICE_PORT, threaded=True)

engine/agent.py

@@ -19,7 +19,8 @@ import threading
 import time
 
 from database import query, query_one, execute
-from settings import tracking_config, tracking_state, set_tracking_state, mail_config
+from settings import tracking_config, tracking_state, set_tracking_state, mail_config, \
+    quiet_config, in_quiet_period
 from engine.chain_data import get_chain
 from engine.indicators import compute_indicators
 from rag.vector_store import query_vectors
@@ -221,8 +222,8 @@ def strip_json_block(text):
 
 
 # ===================================================================== 执行
-def track_stock(code, focus=""):
-    """执行一次跟踪，返回 {ok, report_id, meta, ...}"""
+def track_stock(code, focus="", notify=True):
+    """执行一次跟踪，返回 {ok, report_id, meta, ...}。notify=False 时不单独发邮件（聚合推送模式）"""
     with _track_lock:
         seg = collect_chain(code)
         if not seg:
@@ -266,7 +267,8 @@ def track_stock(code, focus=""):
                 (code, s["name"], s["industry"], clean_report, json.dumps(meta, ensure_ascii=False),
                  json.dumps(sources, ensure_ascii=False)))
             rid = query_one("SELECT MAX(id) id FROM tracking_reports")["id"]
-            _notify_if_significant(rid, s, meta)
+            if notify:
+                _notify_if_significant(rid, s, meta)
             return {"ok": True, "report_id": rid, "meta": meta}
         except Exception as e:
             log.exception("track %s fail", code)
@@ -287,10 +289,14 @@ def _first_heading(text):
 
 
 def _notify_if_significant(rid, stock, meta):
-    """影响度达阈值且开启通知 → 邮件（股票/概念通用）"""
+    """影响度达阈值且开启通知 → 邮件（股票/概念通用）。静默期内抑制发送。"""
     cfg = tracking_config()
     try:
         if cfg["notify"] and int(meta.get("impact_score", 0)) >= int(cfg["impact_threshold"]):
+            qc = quiet_config("tracking")
+            if qc["enabled"] and in_quiet_period(qc["ranges"]):
+                log.info("tracking notify suppressed by quiet period: %s", stock.get("name"))
+                return
             from engine.notifier import send_email
             mc = mail_config()
             nc = meta.get("news_counts") or {}
@@ -318,8 +324,9 @@ def _notify_if_significant(rid, stock, meta):
 
 
 # ===================================================================== 概念/主题跟踪
-def track_concept(name, keywords="", focus=""):
-    """跟踪一个概念/主题：采集相关新闻 → 受益个股梳理 → LLM 深度分析 → 影响度判定"""
+def track_concept(name, keywords="", focus="", notify=True):
+    """跟踪一个概念/主题：采集相关新闻 → 受益个股梳理 → LLM 深度分析 → 影响度判定。
+    notify=False 时不单独发邮件（聚合推送模式）"""
     kw = keywords.strip() or name
     kw_list = [k.strip() for k in kw.replace("，", ",").split(",") if k.strip()]
     kws = " ".join(kw_list)
@@ -406,7 +413,8 @@ def track_concept(name, keywords="", focus=""):
             (cid, name, "概念/主题", clean_report, json.dumps(meta, ensure_ascii=False),
              json.dumps(sources, ensure_ascii=False)))
         rid = query_one("SELECT MAX(id) id FROM tracking_reports")["id"]
-        _notify_if_significant(rid, {"name": name, "code": cid}, meta)
+        if notify:
+            _notify_if_significant(rid, {"name": name, "code": cid}, meta)
         return {"ok": True, "report_id": rid, "meta": meta}
     except Exception as e:
         log.exception("track concept %s fail", name)
@@ -432,9 +440,69 @@ def delete_target(tid):
     return {"ok": True}
 
 
+def _notify_aggregate(items):
+    """聚合推送：一轮跟踪全部完成后，统一发一封汇总邮件（默认推送方式）"""
+    if not items:
+        return
+    cfg = tracking_config()
+    try:
+        if not cfg["notify"]:
+            return
+        qc = quiet_config("tracking")
+        if qc["enabled"] and in_quiet_period(qc["ranges"]):
+            log.info("tracking aggregate notify suppressed by quiet period (%d items)", len(items))
+            return
+        from engine.notifier import send_email
+        mc = mail_config()
+        rows = ""
+        for it in items:
+            meta = it.get("meta") or {}
+            is_concept = it.get("type") == "concept"
+            impact = int(meta.get("impact_score", 0))
+            level = "🔴 重大" if impact >= 65 else "🟡 关注"
+            name = escape_html(it.get("name", ""))
+            code = it.get("code", "")
+            rows += (
+                f"<tr>"
+                f"<td style='padding:8px;border:1px solid #e5e7eb'>{'🎯 概念' if is_concept else '💼 股票'}</td>"
+                f"<td style='padding:8px;border:1px solid #e5e7eb'><b>{name}</b>"
+                f"{'<div style=color:#888;font-size:12px>' + str(code) + '</div>' if not is_concept and code else ''}</td>"
+                f"<td style='padding:8px;border:1px solid #e5e7eb'>{meta.get('change_kind', '')}</td>"
+                f"<td style='padding:8px;border:1px solid #e5e7eb'>{impact}/100 <span style='color:#888;font-size:12px'>({level})</span></td>"
+                f"<td style='padding:8px;border:1px solid #e5e7eb;color:#555'>{escape_html(meta.get('summary', ''))}</td>"
+                f"</tr>"
+            )
+        send_email(
+            f"[持仓跟踪] 聚合报告：{len(items)} 个目标出现重大动态（影响度≥{int(cfg['impact_threshold'])}）",
+            f"""<html><body style="font-family:Microsoft YaHei;padding:20px;background:#f5f6f8;">
+<div style="max-width:760px;margin:auto;background:#fff;border-radius:8px;border:1px solid #e5e7eb;overflow:hidden;">
+<div style="background:#1e293b;color:#fff;padding:14px 20px;font-size:17px;font-weight:bold;">🧭 持仓跟踪聚合报告 · {time.strftime('%Y-%m-%d %H:%M')}</div>
+<div style="padding:16px 20px;">
+<p style="color:#555;">本轮共跟踪 {items[0].get('_total', len(items))} 个目标，其中 <b>{len(items)}</b> 个达到重大变化判定阈值（影响度 ≥ {int(cfg['impact_threshold'])}）：</p>
+<table style="width:100%;border-collapse:collapse;font-size:13px">
+<tr style="background:#f1f5f9"><th style="padding:8px;border:1px solid #e5e7eb;text-align:left">类型</th><th style="padding:8px;border:1px solid #e5e7eb;text-align:left">目标</th><th style="padding:8px;border:1px solid #e5e7eb;text-align:left">性质</th><th style="padding:8px;border:1px solid #e5e7eb;text-align:left">影响度</th><th style="padding:8px;border:1px solid #e5e7eb;text-align:left">摘要</th></tr>
+{rows}
+</table>
+<p style="color:#888;font-size:12px;margin-top:14px;">详细分析报告请在系统「🧭 持仓跟踪智能体 → 最近跟踪报告」中查看。</p>
+</div></div></body></html>""",
+            cfg=mc)
+        set_tracking_state(last_alert=int(items[0]["meta"].get("impact_score", 0)))
+        log.info("tracking aggregate notify sent: %d items", len(items))
+    except Exception as e:
+        log.warning("tracking aggregate notify fail: %s", e)
+
+
+def escape_html(s):
+    return str(s or "").replace("&", "&amp;").replace("<", "&lt;").replace(">", "&gt;").replace('"', "&quot;")
+
+
 # ===================================================================== 批量与调度
 def track_all(progress=None):
-    """跟踪全部目标：持仓（自选股）+ 目标(概念/主题/股票)"""
+    """跟踪全部目标：持仓（自选股）+ 目标(概念/主题/股票)。
+    推送方式（tracking_push_mode）：
+      aggregate(默认) —— 一轮全部分析完后，汇总重大变化统一发一封邮件；
+      scattered —— 每只股票分析完立即单独发邮件。
+    """
     global _cycle_running
     if _cycle_running:
         return {"tracked": 0, "msg": "已有跟踪任务进行中，请稍后再试"}
@@ -460,16 +528,33 @@ def track_all(progress=None):
             uniq.append((typ, key, name))
         if not uniq:
             return {"tracked": 0, "msg": "暂无跟踪目标：请添加持仓/自选股或概念主题目标"}
+        cfg = tracking_config()
+        scattered = cfg.get("push_mode", "aggregate") == "scattered"
+        significant = []  # 聚合推送模式收集重大变化
         results = []
         for i, (typ, key, name) in enumerate(uniq):
-            if typ == "stock":
-                r = track_stock(key)
-            else:
-                r = track_concept(key, name)
+            try:
+                if typ == "stock":
+                    r = track_stock(key, notify=scattered)
+                else:
+                    r = track_concept(key, name, notify=scattered)
+            except Exception as e:
+                r = {"error": str(e)}
             results.append({"type": typ, "name": name, **r})
+            if r.get("ok"):
+                meta = r.get("meta") or {}
+                if int(meta.get("impact_score", 0)) >= int(cfg["impact_threshold"]):
+                    significant.append({"type": typ, "name": name, "code": key,
+                                        "meta": meta, "_total": len(uniq)})
             set_tracking_state(last_run=time.strftime("%Y-%m-%d %H:%M:%S"), last_stock=name)
             if progress:
                 progress(i + 1, len(uniq))
+        # 聚合推送：一轮分析完统一发一封汇总邮件
+        if not scattered and significant:
+            try:
+                _notify_aggregate(significant)
+            except Exception as e:
+                log.warning("aggregate notify error: %s", e)
         return {"tracked": len(results), "results": results}
     finally:
         _cycle_running = False

engine/notifier.py

@@ -18,7 +18,8 @@ from email.mime.text import MIMEText
 from email.utils import formataddr, formatdate
 
 from database import query, execute, query_one
-from settings import mail_config, monitor_config, monitor_state, set_monitor_state
+from settings import mail_config, monitor_config, monitor_state, set_monitor_state, \
+    quiet_config, in_quiet_period
 
 log = logging.getLogger("notifier")
 
@@ -180,27 +181,34 @@ def scan_news(force=False):
 
         sent, failed = 0, 0
         if important:
-            # 单封邮件最多带 20 条，避免超大邮件
-            shown = important[:20]
-            omitted = len(important) - len(shown)
-            items = [{"news": it["news"], "score": it["score"],
-                      "stocks": _fetch_related_names([c for c in (it["news"]["related_stocks"] or "").split(",") if c])}
-                     for it in shown]
-            subject = f"[舆情监控] {len(important)} 条重要资讯：{important[0]['news']['title'][:24]}" + \
-                      (f" 等{len(important)}条" if len(important) > 1 else "")
-            try:
-                html = build_email_html(items)
-                if omitted:
-                    html += f"<p style='color:#888;font-size:12px'>……另有 {omitted} 条重要资讯已省略，详见系统。</p>"
-                if cfg.get("email_enabled", True):
-                    send_email(subject, html)
-                    status, msg = "sent", ""
-                else:
-                    status, msg = "skipped", "邮件功能未启用"
-            except Exception as e:
-                status, msg = "failed", str(e)
-                failed = len(important)
-                log.warning("notify email fail: %s", e)
+            # 静默期判断：命中则本次不发送邮件（仍记账推进水位，避免静默结束后补发积压）
+            qc = quiet_config("monitor")
+            quiet = qc["enabled"] and in_quiet_period(qc["ranges"])
+            omitted = 0
+            if quiet:
+                status, msg = "quiet", "静默期内已抑制发送"
+            else:
+                # 单封邮件最多带 20 条，避免超大邮件
+                shown = important[:20]
+                omitted = len(important) - len(shown)
+                items = [{"news": it["news"], "score": it["score"],
+                          "stocks": _fetch_related_names([c for c in (it["news"]["related_stocks"] or "").split(",") if c])}
+                         for it in shown]
+                subject = f"[舆情监控] {len(important)} 条重要资讯：{important[0]['news']['title'][:24]}" + \
+                          (f" 等{len(important)}条" if len(important) > 1 else "")
+                try:
+                    html = build_email_html(items)
+                    if omitted:
+                        html += f"<p style='color:#888;font-size:12px'>……另有 {omitted} 条重要资讯已省略，详见系统。</p>"
+                    if cfg.get("email_enabled", True):
+                        send_email(subject, html)
+                        status, msg = "sent", ""
+                    else:
+                        status, msg = "skipped", "邮件功能未启用"
+                except Exception as e:
+                    status, msg = "failed", str(e)
+                    failed = len(important)
+                    log.warning("notify email fail: %s", e)
             # 写日志
             for it in important:
                 execute(

engine/report.py

@@ -14,7 +14,7 @@ import logging
 import time
 
 from database import query, query_one, execute
-from settings import mail_config
+from settings import mail_config, quiet_config, in_quiet_period
 from engine.analyst import llm_chat
 
 log = logging.getLogger("report")
@@ -428,8 +428,16 @@ th{{background:#f8fafc;color:#475569;}}
 
 # ===================================================================== 发送
 def send_daily_report(kind="premarket"):
-    """生成并发送报告：正文=简版，附件=详细版 HTML。返回 dict 状态"""
+    """生成并发送报告：正文=简版，附件=详细版 HTML。静默期内抑制发送。返回 dict 状态"""
     from engine.notifier import send_email
+    # 静默期判断：命中则不生成、不发送，仅记一条 quiet 日志
+    qc = quiet_config("report")
+    if qc["enabled"] and in_quiet_period(qc["ranges"]):
+        meta = KIND_META.get(kind, KIND_META["premarket"])
+        subject = f"[智能荐股] {meta['name']} {time.strftime('%Y-%m-%d')}"
+        execute("INSERT INTO report_log(kind, subject, brief_len, detail_len, status, message) "
+                "VALUES(?,?,0,0,'quiet',?)", (kind, subject, "静默期内已抑制发送"))
+        return {"ok": False, "quiet": True, "msg": "静默期内已抑制发送"}
     mc = mail_config()
     brief_html, detail_html = generate_reports(kind)
     meta = KIND_META.get(kind, KIND_META["premarket"])

seed_data.py

@@ -21,7 +21,7 @@ import random
 import sys
 
 from config import (CHROMA_NEWS_COLLECTION, CHROMA_PROFILE_COLLECTION, LOG_DIR)
-from database import init_db, executemany, query_one, wipe_all
+from database import init_db, executemany, query_one, query, execute, wipe_all
 from rag import vector_store as vs
 
 random.seed(42)
@@ -427,6 +427,123 @@ def build_vectors(news, stocks):
     print(f"    概况索引条数: {vs.collection_count(CHROMA_PROFILE_COLLECTION)}")
 
 
+# ===================================================================== 增量更新
+def extend_daily(target_date=None):
+    """把模拟行情/指数/新闻从库里最新日期增量扩展到最新交易日（幂等，可重复调用）。
+    返回 (起始日期, 结束日期, 新增交易日数, 新增新闻数) 或 (None, None, 0, 0)。
+    """
+    init_db()
+    last = query_one("SELECT MAX(date) d FROM stock_daily")
+    last_date = last["d"] if last else None
+    today = dt.date.today()
+    if target_date is None:
+        target_date = today
+    if isinstance(target_date, str):
+        target_date = dt.date.fromisoformat(target_date)
+    # 最新交易日：今天若是周末则回退到周五
+    while target_date.weekday() >= 5:
+        target_date -= dt.timedelta(days=1)
+    if last_date:
+        start = dt.date.fromisoformat(last_date) + dt.timedelta(days=1)
+    else:
+        start = target_date - dt.timedelta(days=179)
+    dates = []
+    d = start
+    while d <= target_date:
+        if d.weekday() < 5:
+            dates.append(d.isoformat())
+        d += dt.timedelta(days=1)
+    if not dates:
+        return None, None, 0, 0
+    print(f">>> 增量扩展行情 {dates[0]} ~ {dates[-1]}（{len(dates)} 个交易日）...")
+
+    stocks = query("SELECT code,name,industry,board,total_shares,float_shares FROM stocks")
+    daily = []
+    index = {}
+    price = {}
+    for s in stocks:
+        rows = query("SELECT date,close,volume FROM stock_daily WHERE code=? ORDER BY date DESC LIMIT 30",
+                     (s["code"],))
+        if not rows:
+            continue
+        last_close = rows[0]["close"]
+        base_vol = rows[0]["volume"] or 1
+        closes = [r["close"] for r in reversed(rows)]
+        rets = [(closes[i + 1] - closes[i]) / closes[i] for i in range(len(closes) - 1)]
+        mean_r = sum(rets) / max(len(rets), 1)
+        vol = (sum((r - mean_r) ** 2 for r in rets) / max(len(rets), 1)) ** 0.5 if rets else 0.02
+        vol = max(0.005, min(0.05, vol))
+        drift = 0.0002
+        p = prev = last_close
+        for dd in dates:
+            r = random.gauss(drift, vol)
+            if random.random() < 0.02:
+                r += random.gauss(0, vol * 1.6)
+            prev = p
+            p = max(0.5, p * (1 + r))
+            open_p = prev * (1 + random.gauss(0, vol * 0.5))
+            high = max(open_p, p) * (1 + abs(random.gauss(0, vol * 0.35)))
+            low = min(open_p, p) * (1 - abs(random.gauss(0, vol * 0.35)))
+            volume = base_vol * (1 + 1.5 * abs(r) / max(vol, 1e-6)) * random.uniform(0.6, 1.4)
+            amount = volume * (open_p + p) / 2
+            chg = (p - prev) / prev * 100
+            daily.append((s["code"], dd, round(open_p, 2), round(high, 2), round(low, 2),
+                          round(p, 2), round(volume, 0), round(amount, 0), round(chg, 2)))
+            price[s["code"]] = p
+
+    # 指数延续
+    idx_rows = query("SELECT date,sh,sz,cy FROM market_index ORDER BY date DESC LIMIT 1")
+    if idx_rows:
+        sh, sz, cy = idx_rows[0]["sh"], idx_rows[0]["sz"], idx_rows[0]["cy"]
+    else:
+        sh, sz, cy = 3245.0, 10580.0, 2120.0
+    for dd in dates:
+        sh_r = sum(random.gauss(0.0004, 0.008) for _ in range(6)) / 6
+        sz_r = sh_r + random.gauss(0, 0.004)
+        cy_r = sh_r + random.gauss(0, 0.006)
+        sh *= (1 + sh_r); sz *= (1 + sz_r); cy *= (1 + cy_r)
+        index[dd] = {"sh": round(sh, 2), "sz": round(sz, 2), "cy": round(cy, 2)}
+
+    executemany(
+        "INSERT OR REPLACE INTO stock_daily(code,date,open,high,low,close,volume,amount,change_pct) "
+        "VALUES(?,?,?,?,?,?,?,?,?)", daily)
+    executemany("INSERT OR REPLACE INTO market_index(date,sh,sz,cy) VALUES(?,?,?,?)",
+                [(d, v["sh"], v["sz"], v["cy"]) for d, v in index.items()])
+    gm = _gen_global(dates)
+    executemany("INSERT OR REPLACE INTO global_markets(date,data) VALUES(?,?)",
+                [(d, json.dumps(v, ensure_ascii=False)) for d, v in gm.items()])
+    # 回填市值
+    for code in price:
+        execute("UPDATE stocks SET market_cap=ROUND((SELECT close FROM stock_daily WHERE code=? ORDER BY date DESC LIMIT 1)*total_shares,2) WHERE code=?",
+                (code, code))
+
+    # 新增新闻（仅保留落在新增日期内的）
+    news = gen_news(dates, price)
+    date_set = set(dates)
+    new_news = [n for n in news if n["publish_date"] in date_set]
+    if new_news:
+        executemany(
+            "INSERT INTO news(title,content,source,category,publish_date,related_stocks,sentiment,is_positive) "
+            "VALUES(?,?,?,?,?,?,?,?)",
+            [(n["title"], n["content"], n["source"], n["category"], n["publish_date"],
+              n["related"], n["sentiment"], n["is_positive"]) for n in new_news])
+        # 向量追加
+        ids, docs, metas = [], [], []
+        for n in new_news:
+            for code in n["related"].split(","):
+                ids.append(f"news-{n['publish_date']}-{n['title']}-{code}")
+                docs.append(f"{n['title']}\n{n['content']}")
+                metas.append({"code": code, "title": n["title"], "date": n["publish_date"],
+                              "category": n["category"], "sentiment": n["sentiment"], "news_id": 0})
+        try:
+            for i in range(0, len(ids), 16):
+                vs.add_documents(ids[i:i + 16], docs[i:i + 16], metas[i:i + 16], CHROMA_NEWS_COLLECTION)
+        except Exception as e:
+            print("新闻向量追加失败（可忽略，下次重灌会重建）:", e)
+    print(f">>> 新增新闻 {len(new_news)} 条（向量已追加）")
+    return dates[0], dates[-1], len(dates), len(new_news)
+
+
 def main():
     parser = argparse.ArgumentParser()
     parser.add_argument("--skip-vector", action="store_true", help="跳过向量索引重建")

settings.py

@@ -4,6 +4,8 @@
 - get_setting(key, default) / set_setting(key, value) / all_settings() / save_all(dict)
 - 提供 LLM / 邮件 / 监控 三段配置的便捷读取
 """
+import time
+
 from database import query, execute, query_one
 from config import LLM_BASE_URL, LLM_API_KEY, LLM_MODEL, LLM_MAX_TOKENS, \
     LLM_TEMPERATURE, LLM_TIMEOUT, MAIL_DEFAULTS, MONITOR_DEFAULTS, TRACKING_DEFAULTS
@@ -113,9 +115,57 @@ def tracking_config():
         "interval_min": max(15, int(get_setting("tracking_interval", TRACKING_DEFAULTS["tracking_interval"]))),
         "notify": _truthy(get_setting("tracking_notify", TRACKING_DEFAULTS["tracking_notify"])),
         "impact_threshold": float(get_setting("tracking_impact_threshold", TRACKING_DEFAULTS["tracking_impact_threshold"])),
+        # 推送方式: aggregate=聚合一起发(默认, 一轮全部分析完统一发一封汇总) / scattered=分散发(每只出结果立即单独发)
+        "push_mode": (get_setting("tracking_push_mode", "aggregate") or "aggregate").strip().lower(),
     }
 
 
+# ===================================================================== 静默期
+def quiet_config(prefix):
+    """某个自动化任务的静默期配置。prefix: monitor / tracking / report"""
+    return {
+        "enabled": _truthy(get_setting(f"{prefix}_quiet_enabled", "0")),
+        "ranges": (get_setting(f"{prefix}_quiet_ranges", "") or "").strip(),
+    }
+
+
+def in_quiet_period(ranges_str=None, now=None):
+    """判断当前时刻是否落在静默时段内。
+    ranges 格式："22:00-07:30"（支持跨午夜）或 "23:00-07:30,12:00-13:00"（多个时段逗号分隔）。
+    任一时段命中即返回 True；解析失败/空配置返回 False。
+    """
+    ranges_str = (ranges_str or "").strip()
+    if not ranges_str:
+        return False
+    if now is None:
+        now = time.localtime()
+    if hasattr(now, "tm_hour"):
+        cur = now.tm_hour * 60 + now.tm_min
+    else:  # datetime 对象
+        cur = now.hour * 60 + now.minute
+    for part in ranges_str.replace("，", ",").split(","):
+        part = part.strip()
+        if "-" not in part:
+            continue
+        try:
+            a, b = part.split("-", 1)
+            sh, sm = a.strip().split(":")
+            eh, em = b.strip().split(":")
+            start = int(sh) * 60 + int(sm)
+            end = int(eh) * 60 + int(em)
+        except Exception:
+            continue
+        if start == end:
+            continue
+        if start < end:
+            if start <= cur < end:
+                return True
+        else:  # 跨天时段，如 23:00-07:30
+            if cur >= start or cur < end:
+                return True
+    return False
+
+
 def tracking_state():
     return {
         "last_run": get_setting("tracking_last_run", ""),

static/js/admin.js

@@ -22,6 +22,12 @@ async function refreshStats() {
         <span>🏢 公司概况索引 <span style="color:var(--muted)">(stock_profiles_v1)</span></span>
         <span class="num"><b>${d.vector.profiles}</b> 条</span>
       </div>
+      <div class="between" style="padding:7px 0;border-bottom:1px solid #1f2630">
+        <span>行情最新日期</span><span class="num"><b>${d.latest_daily || '—'}</b></span>
+      </div>
+      <div class="between" style="padding:7px 0;border-bottom:1px solid #1f2630">
+        <span>新闻最新日期</span><span class="num"><b>${d.latest_news || '—'}</b></span>
+      </div>
       <div class="between" style="padding:7px 0">
         <span>数据模式</span>
         <span class="tag ${d.is_mock ? 'tag-观望' : 'tag-推荐'}">${d.is_mock ? '模拟数据' : '真实数据'}</span>
@@ -52,6 +58,26 @@ async function sendReport(kind) {
   btn.disabled = false;
 }
 
+/* 定时报告 · 静默期 */
+async function loadReportQuiet() {
+  try {
+    const d = await api('/api/settings');
+    const q = (d.quiet && d.quiet.report) || {};
+    $('#reportQuietEnabled').checked = !!q.enabled;
+    $('#reportQuietRanges').value = q.ranges || '';
+  } catch (e) {}
+}
+
+async function saveReportQuiet() {
+  try {
+    const r = await api('/api/settings', { method: 'POST', headers: { 'Content-Type': 'application/json' }, body: JSON.stringify({ quiet: { report: {
+      enabled: $('#reportQuietEnabled').checked,
+      ranges: $('#reportQuietRanges').value.trim()
+    } } }) });
+    toast(r.msg || '已保存');
+  } catch (e) { toast('保存失败：' + e.message); }
+}
+
 async function loadReportLog() {
   try {
     const d = await api('/api/report/log');
@@ -62,7 +88,7 @@ async function loadReportLog() {
         <td style="color:var(--muted)">${r.sent_at}</td>
         <td>${r.kind === 'premarket' ? '🌅 盘前' : '🌇 盘后'}</td>
         <td>${escapeHtml(r.subject)}</td>
-        <td><span class="tag ${r.status === 'sent' ? 'tag-推荐' : 'tag-负'}">${r.status}</span></td>
+        <td><span class="tag ${r.status === 'sent' ? 'tag-推荐' : r.status === 'quiet' ? 'tag-关注' : 'tag-负'}">${r.status === 'sent' ? '已发送' : r.status === 'quiet' ? '🌙 静默' : '失败'}</span></td>
         <td style="color:var(--text2);font-size:12px">${escapeHtml(r.message || '')}</td>
       </tr>`).join('');
   } catch (e) {}
@@ -78,6 +104,17 @@ async function reseed() {
   }
 }
 
+async function updateData() {
+  try {
+    const r = await api('/api/admin/update-data', { method: 'POST' });
+    toast(r.msg || '行情更新已启动');
+    setTimeout(refreshStats, 8000);
+    setTimeout(refreshStats, 20000);
+  } catch (e) {
+    toast('启动失败：' + e.message);
+  }
+}
+
 async function health() {
   $('#healthBox').innerHTML = '<div class="loading"><span class="spin"></span> 检查中…</div>';
   try {
@@ -96,3 +133,4 @@ async function health() {
 
 refreshStats();
 loadReportLog();
+loadReportQuiet();

static/js/automation.js

@@ -21,12 +21,21 @@ async function loadAuto() {
     const cats = mono.categories || [];
     $$('#monitorCats input').forEach(c => c.checked = cats.includes(c.value));
     renderMonitorState(autoSettings.state);
+    // 静默期（舆情）
+    const mq = (autoSettings.quiet && autoSettings.quiet.monitor) || {};
+    $('#monitorQuietEnabled').checked = !!mq.enabled;
+    $('#monitorQuietRanges').value = mq.ranges || '';
     // 持仓跟踪
     $('#trackingEnabled').checked = !!tr.enabled;
     $('#trackingInterval').value = tr.interval_min;
     $('#trackingImpact').value = tr.impact_threshold;
     $('#trackingNotify').checked = !!tr.notify;
+    $('#trackingPushMode').value = (tr.push_mode === 'scattered') ? 'scattered' : 'aggregate';
     renderTrackingState(tr);
+    // 静默期（跟踪）
+    const tq = (autoSettings.quiet && autoSettings.quiet.tracking) || {};
+    $('#trackingQuietEnabled').checked = !!tq.enabled;
+    $('#trackingQuietRanges').value = tq.ranges || '';
     loadLog();
     loadTrackReports();
     loadPositions();
@@ -61,10 +70,27 @@ function collectMonitor() {
   };
 }
 
+function collectMonitorQuiet() {
+  return {
+    enabled: $('#monitorQuietEnabled').checked,
+    ranges: $('#monitorQuietRanges').value.trim()
+  };
+}
+
+function collectTrackingQuiet() {
+  return {
+    enabled: $('#trackingQuietEnabled').checked,
+    ranges: $('#trackingQuietRanges').value.trim()
+  };
+}
+
 /* ===================== 保存 ===================== */
 async function saveMonitor() {
   try {
-    const r = await api('/api/settings', { method: 'POST', headers: { 'Content-Type': 'application/json' }, body: JSON.stringify({ monitor: collectMonitor() }) });
+    const r = await api('/api/settings', { method: 'POST', headers: { 'Content-Type': 'application/json' }, body: JSON.stringify({
+      monitor: collectMonitor(),
+      quiet: { monitor: collectMonitorQuiet() }
+    }) });
     toast(r.msg || '已保存');
   } catch (e) { toast('保存失败：' + e.message); }
 }
@@ -75,8 +101,9 @@ async function saveTracking() {
       tracking_enabled: $('#trackingEnabled').checked,
       tracking_interval: $('#trackingInterval').value,
       tracking_impact_threshold: $('#trackingImpact').value,
-      tracking_notify: $('#trackingNotify').checked
-    } }) });
+      tracking_notify: $('#trackingNotify').checked,
+      tracking_push_mode: $('#trackingPushMode').value
+    }, quiet: { tracking: collectTrackingQuiet() } }) });
     toast(r.msg || '已保存');
   } catch (e) { toast('保存失败：' + e.message); }
 }
@@ -206,7 +233,7 @@ async function loadLog() {
         <td><span class="cat-tag ${n.category}">${n.category}</span></td>
         <td class="num ${pctClass(n.sentiment)}">${n.sentiment > 0 ? '利好' : n.sentiment < 0 ? '利空' : '中性'} (${Number(n.sentiment).toFixed(2)})</td>
         <td class="num"><b>${n.importance}</b></td>
-        <td><span class="tag ${n.status === 'sent' ? 'tag-推荐' : n.status === 'skipped' ? 'tag-关注' : 'tag-负'}">${n.status}</span></td>
+        <td><span class="tag ${n.status === 'sent' ? 'tag-推荐' : n.status === 'skipped' ? 'tag-关注' : n.status === 'quiet' ? 'tag-关注' : 'tag-负'}">${n.status === 'sent' ? '已发送' : n.status === 'skipped' ? '已跳过' : n.status === 'quiet' ? '🌙 静默' : '失败'}</span></td>
       </tr>`).join('');
   } catch (e) {}
 }

templates/admin.html

@@ -23,6 +23,17 @@
     自动触发已配置系统 cron：<code>0 9 * * 1-5</code> 盘前 · <code>30 15 * * 1-5</code> 盘后。<br>
     每期发送两封形态：<b>简单版</b>（邮件正文速览）+ <b>详细版</b>（HTML 附件）。发送记录见下方表格。
   </div>
+  <div class="mt16" style="border-top:1px solid var(--border);padding-top:10px">
+    <div class="between mt16">
+      <div class="card-title" style="font-size:14px;margin-bottom:0"><span class="bar" style="background:#f472b6"></span>🌙 静默期 —— 某些时段不发送报告邮件</div>
+      <label class="switch"><input type="checkbox" id="reportQuietEnabled"><span></span></label>
+    </div>
+    <div class="mt8 settings-form">
+      <div class="sf-row" style="align-items:flex-start"><label>静默时段</label><input class="input" id="reportQuietRanges" placeholder="如 09:30-10:00,11:30-13:00（多段逗号分隔，支持跨午夜）" style="width:100%"></div>
+    </div>
+    <div class="mt8"><button class="btn btn-primary" onclick="saveReportQuiet()">💾 保存报告静默期</button></div>
+    <div style="color:var(--muted);font-size:12px;line-height:1.8">开启后，落在静默时段内的定时/手动报告将<span style="color:var(--gold)">不生成、不发送</span>（发送记录标记为“静默”）。</div>
+  </div>
   <div class="card-title mt16" style="font-size:14px"><span class="bar" style="background:#8b5cf6"></span>发送记录</div>
   <div style="overflow:auto;max-height:300px">
     <table>
@@ -36,13 +47,15 @@
   <div class="card-title"><span class="bar" style="background:var(--gold)"></span>系统维护</div>
   <div class="flex wrap">
     <button class="btn btn-primary" onclick="reseed()">♻️ 一键重灌数据（含向量重建）</button>
+    <button class="btn btn-primary" onclick="updateData()">📅 更新行情到最新交易日</button>
     <button class="btn" onclick="rebuildBt()">📈 重建量化回测</button>
     <button class="btn" onclick="health()">🔌 依赖连通性检查</button>
     <button class="btn" onclick="refreshStats()">🔄 刷新统计</button>
   </div>
   <div id="healthBox" class="mt16"></div>
   <div class="mt16" style="border-top:1px solid var(--border);padding-top:14px;color:var(--muted);font-size:13px;line-height:2">
-    <b>当前为模拟数据</b>，用于功能演示与系统验证。接入真实数据后（行情/新闻/机构），修改 <code>config.py</code> 中的 <code>IS_MOCK=False</code>，并替换 <code>seed_data.py</code> 为真实数据源即可，其余分析/检索逻辑无需改动。<br>
+    <b>当前为模拟数据</b>，用于功能演示与系统验证。<b>📅 更新行情</b>会把模拟行情/新闻/指数从库内最新日期<b>增量延续</b>到最新交易日（服务每小时自动检查一次，无需手动）。<br>
+    接入真实数据后（行情/新闻/机构），修改 <code>config.py</code> 中的 <code>IS_MOCK=False</code>，并替换 <code>seed_data.py</code> 为真实数据源即可，其余分析/检索逻辑无需改动。<br>
     技术栈：Python Flask + SQLite + Chroma 向量库 + bge-large-zh 语义检索 + DeepSeek 大模型（RAG 增强研报）。
   </div>
 </div>

templates/automation.html

@@ -12,22 +12,32 @@
   <div class="tab-panel" id="panel-monitor">
     <div class="between mt16">
       <div class="card-title" style="margin-bottom:0"><span class="bar" style="background:var(--cyan)"></span>定期扫描最新新闻，重要信息邮件通知</div>
-      <label class="switch"><input type="checkbox" id="monitorEnabled"><span></span></label>
+      <label class="switch"><input type="checkbox" id="monitorEnabled" onchange="saveMonitor()"><span></span></label>
     </div>
     <div class="mt8 settings-form">
-      <div class="sf-row"><label>扫描间隔（分钟）</label><input class="input" id="monitorInterval" type="number" min="5" style="width:120px"></div>
-      <div class="sf-row"><label>重要度阈值 (0-100)</label><input class="input" id="monitorImportance" type="number" min="0" max="100" style="width:120px"></div>
-      <div class="sf-row"><label>情感权重</label><input class="input" id="monitorSentiment" type="number" step="0.05" style="width:120px"></div>
+      <div class="sf-row"><label>扫描间隔（分钟）</label><input class="input" id="monitorInterval" type="number" min="5" style="width:120px" onchange="saveMonitor()"></div>
+      <div class="sf-row"><label>重要度阈值 (0-100)</label><input class="input" id="monitorImportance" type="number" min="0" max="100" style="width:120px" onchange="saveMonitor()"></div>
+      <div class="sf-row"><label>情感权重</label><input class="input" id="monitorSentiment" type="number" step="0.05" style="width:120px" onchange="saveMonitor()"></div>
       <div class="sf-row" style="align-items:flex-start"><label>监控分类</label>
         <div class="chk-group" id="monitorCats">
-          <label><input type="checkbox" value="公司"> 公司</label>
-          <label><input type="checkbox" value="业绩"> 业绩</label>
-          <label><input type="checkbox" value="机构观点"> 机构观点</label>
-          <label><input type="checkbox" value="行业"> 行业</label>
-          <label><input type="checkbox" value="市场"> 市场</label>
+          <label><input type="checkbox" value="公司" onchange="saveMonitor()"> 公司</label>
+          <label><input type="checkbox" value="业绩" onchange="saveMonitor()"> 业绩</label>
+          <label><input type="checkbox" value="机构观点" onchange="saveMonitor()"> 机构观点</label>
+          <label><input type="checkbox" value="行业" onchange="saveMonitor()"> 行业</label>
+          <label><input type="checkbox" value="市场" onchange="saveMonitor()"> 市场</label>
         </div>
       </div>
-      <div class="sf-row" style="align-items:flex-start"><label>关键词（逗号分隔）</label><textarea class="input" id="monitorKeywords" rows="2" style="width:100%"></textarea></div>
+      <div class="sf-row" style="align-items:flex-start"><label>关键词（逗号分隔）</label><textarea class="input" id="monitorKeywords" rows="2" style="width:100%" onchange="saveMonitor()"></textarea></div>
+    </div>
+    <div class="mt16" style="border-top:1px solid var(--border);padding-top:6px">
+      <div class="between mt16">
+        <div class="card-title" style="font-size:14px;margin-bottom:0"><span class="bar" style="background:#f472b6"></span>🌙 静默期 —— 某些时段不发送邮件通知</div>
+        <label class="switch"><input type="checkbox" id="monitorQuietEnabled" onchange="saveMonitor()"><span></span></label>
+      </div>
+      <div class="mt8 settings-form">
+        <div class="sf-row" style="align-items:flex-start"><label>静默时段</label><input class="input" id="monitorQuietRanges" placeholder="如 22:00-07:30（跨午夜）或 23:00-07:30,12:00-13:00（多段逗号分隔）" style="width:100%" onchange="saveMonitor()"></div>
+      </div>
+      <div style="color:var(--muted);font-size:12px;line-height:1.8">开启后，落在静默时段内的扫描将<span style="color:var(--gold)">不发送邮件</span>（通知日志标记为“静默”，水位正常推进，不会在结束后补发积压）。</div>
     </div>
     <div class="flex mt16 wrap">
       <button class="btn btn-primary" onclick="saveMonitor()">💾 保存监控设置</button>
@@ -49,14 +59,34 @@
   <div class="tab-panel" id="panel-tracking" style="display:none">
     <div class="between mt16">
       <div class="card-title" style="margin-bottom:0"><span class="bar" style="background:#8b5cf6"></span>AI 智能体定期跟踪持仓，深度分析产业链上下游</div>
-      <label class="switch"><input type="checkbox" id="trackingEnabled"><span></span></label>
+      <label class="switch"><input type="checkbox" id="trackingEnabled" onchange="saveTracking()"><span></span></label>
     </div>
     <div class="mt8 settings-form">
-      <div class="sf-row"><label>跟踪间隔（分钟）</label><input class="input" id="trackingInterval" type="number" min="15" style="width:120px"></div>
-      <div class="sf-row"><label>重大判定阈值</label><input class="input" id="trackingImpact" type="number" min="0" max="100" style="width:120px"></div>
+      <div class="sf-row"><label>跟踪间隔（分钟）</label><input class="input" id="trackingInterval" type="number" min="15" style="width:120px" onchange="saveTracking()"></div>
+      <div class="sf-row"><label>重大判定阈值</label><input class="input" id="trackingImpact" type="number" min="0" max="100" style="width:120px" onchange="saveTracking()"></div>
       <div class="sf-row"><label>重大变化邮件通知</label>
-        <label class="switch"><input type="checkbox" id="trackingNotify"><span></span></label>
+        <label class="switch"><input type="checkbox" id="trackingNotify" onchange="saveTracking()"><span></span></label>
       </div>
+      <div class="sf-row"><label>重大变化推送方式</label>
+        <select class="input" id="trackingPushMode" style="width:150px" onchange="saveTracking()">
+          <option value="aggregate">聚合一起发</option>
+          <option value="scattered">分散发</option>
+        </select>
+      </div>
+      <div style="color:var(--muted);font-size:12px;line-height:1.8">
+        聚合一起发（默认）：一轮跟踪全部完成后再统一发一封汇总邮件，不刷屏；<br>
+        分散发：每只股票分析完出结果立即单独发一封邮件。
+      </div>
+    </div>
+    <div class="mt16" style="border-top:1px solid var(--border);padding-top:6px">
+      <div class="between mt16">
+        <div class="card-title" style="font-size:14px;margin-bottom:0"><span class="bar" style="background:#f472b6"></span>🌙 静默期 —— 某些时段不发送邮件通知</div>
+        <label class="switch"><input type="checkbox" id="trackingQuietEnabled" onchange="saveTracking()"><span></span></label>
+      </div>
+      <div class="mt8 settings-form">
+        <div class="sf-row" style="align-items:flex-start"><label>静默时段</label><input class="input" id="trackingQuietRanges" placeholder="如 22:00-07:30（跨午夜）或 23:00-07:30,12:00-13:00（多段逗号分隔）" style="width:100%" onchange="saveTracking()"></div>
+      </div>
+      <div style="color:var(--muted);font-size:12px;line-height:1.8">开启后，落在静默时段内发现的重大变化将<span style="color:var(--gold)">不发送邮件</span>（跟踪报告照常生成入库）。</div>
     </div>
     <div class="flex mt16 wrap">
       <button class="btn btn-primary" onclick="saveTracking()">💾 保存跟踪设置</button>