group_xinghuo_jinrong/app/service/threshold_service.py

"""客户亏损阈值提醒（C-04）。

从 L1 槽位 threshold_pref_summary 解析百分比并写入 customer_threshold_config；
持仓查询时按组合浮动盈亏与配置比对，命中则追加提醒并写 customer_notify_log。
"""

from __future__ import annotations

import re
import json
from decimal import Decimal
from typing import Any

from app.repository.threshold_repository import ThresholdRepository
from app.repository.repo_access import ThresholdWriteAccess

_LOSS_PCT_RE = re.compile(r"(\d+(?:\.\d+)?)\s*%")


def parse_loss_threshold_pct(summary: str) -> Decimal | None:
    """从「亏10%提醒我」类摘要解析正数阈值（百分点）。"""
    m = _LOSS_PCT_RE.search(summary or "")
    if not m:
        return None
    pct = Decimal(m.group(1))
    if pct <= 0 or pct > 100:
        return None
    return pct


def sync_threshold_from_summary(customer_id: str, summary: str) -> int | None:
    """画像摘要 → 组合级 customer_threshold_config（upsert）。"""
    pct = parse_loss_threshold_pct(summary)
    if pct is None:
        return None
    return ThresholdRepository().upsert_portfolio(
        customer_id, pct, access=ThresholdWriteAccess.profile_sync()
    )


def portfolio_pnl_pct(holdings: list[dict[str, Any]]) -> float | None:
    """按市值加权计算组合浮动盈亏率（%）。"""
    if not holdings:
        return None
    total_mv = sum(float(r.get("market_value") or 0) for r in holdings)
    if total_mv <= 0:
        return None
    weighted = sum(
        float(r.get("market_value") or 0) * float(r.get("pnl_pct") or 0)
        for r in holdings
    )
    return weighted / total_mv


def build_threshold_alert(
    customer_id: str,
    holdings: list[dict[str, Any]],
    *,
    trace_id: str = "",
) -> str | None:
    """若组合亏损达到配置阈值，返回提醒文案并留痕；否则 None。"""
    repo = ThresholdRepository()
    configs = repo.list_enabled(customer_id)
    portfolio_cfg = next((c for c in configs if c.get("scope_type") == "portfolio"), None)
    if not portfolio_cfg:
        return None

    pnl = portfolio_pnl_pct(holdings)
    if pnl is None or pnl >= 0:
        return None

    threshold = float(portfolio_cfg["loss_threshold_pct"])
    loss_pct = abs(pnl)
    if loss_pct < threshold:
        return None

    alert = (
        f"【阈值提醒】您的持仓组合浮动亏损约 {loss_pct:.2f}%，"
        f"已达到您设置的 {threshold:.0f}% 提醒线。"
        "以上为系统只读计算，不构成投资建议；如需调整提醒条件，可告诉我新的亏损提醒比例。"
    )
    repo.insert_notify_log(
        customer_id=customer_id,
        trace_id=trace_id,
        threshold_config_id=int(portfolio_cfg["id"]),
        payload={
            "portfolio_pnl_pct": round(pnl, 4),
            "threshold_pct": threshold,
            "holding_count": len(holdings),
        },
    )
    return alert


THRESHOLD_PUSH_CHANNEL = "customer:threshold:push"


def publish_threshold_push(customer_id: str, message: str) -> bool:
    """C-04 演示：Redis pub 主动推送（前端/脚本可订阅）。"""
    if not message:
        return False
    try:
        from app.config.database import get_redis_client

        payload = json.dumps({"customer_id": customer_id, "message": message}, ensure_ascii=False)
        get_redis_client().publish(THRESHOLD_PUSH_CHANNEL, payload)
        return True
    except Exception:  # noqa: BLE001
        return False


def run_threshold_check(
    customer_id: str,
    holdings: list[dict[str, Any]],
    *,
    trace_id: str = "",
    push: bool = False,
) -> dict[str, Any]:
    """扫描持仓阈值；可选 Redis push + 留痕。"""
    alert = build_threshold_alert(customer_id, holdings, trace_id=trace_id)
    pushed = False
    if alert and push:
        pushed = publish_threshold_push(customer_id, alert)
        if pushed:
            ThresholdRepository().insert_notify_log(
                customer_id=customer_id,
                trace_id=trace_id or "threshold-push",
                threshold_config_id=None,
                payload={"alert": alert[:200], "channel": "redis_pub"},
                channel="push",
                send_status="sent",
            )
    return {"alert": alert, "pushed": pushed}


def append_threshold_to_tool_result(
    customer_id: str,
    tool_result: dict[str, Any],
    *,
    trace_id: str = "",
) -> dict[str, Any]:
    """持仓 tool 成功后追加阈值提醒到 fact_text。"""
    if tool_result.get("tool") != "holding_query" or not tool_result.get("ok"):
        return tool_result
    facts = tool_result.get("facts")
    if not isinstance(facts, list):
        return tool_result
    alert = build_threshold_alert(customer_id, facts, trace_id=trace_id)
    if not alert:
        return tool_result
    out = dict(tool_result)
    out["fact_text"] = f"{out.get('fact_text', '')}\n\n{alert}"
    return out