feat: force hot stock analysis via tradingagents deepseek

Author: Shadowell

.cursor/plans/20260422-16_热门智能固定调用TradingAgents与DeepSeek.plan.md

@@ -0,0 +1,39 @@
+# 热门智能固定调用 TradingAgents 与 DeepSeek
+
+## 背景 / 目标
+
+当前热门股票智能分析模块虽然已经具备 `TradingAgents` 适配层，但调用行为仍允许通过配置切换 provider / model，默认值也依赖运行时配置。需要把“热门个股讨论分析”明确固定为调用本地 `TradingAgents` 项目，并使用 `DeepSeek API` 作为 LLM 后端。
+
+本次目标：
+
+- 明确热门智能模块的讨论分析来源就是 `/Users/jie.feng/work/github/TradingAgents`。
+- 在适配层中显式使用 `DeepSeek` 官方 API 配置，不再沿用默认 OpenAI 配置。
+- 在服务元信息与 README 中体现当前热门智能的分析后端。
+
+## 任务分解（checklist）
+
+- [ ] 梳理 `TradingAgentsAdapter` 与 `HotStockAIService` 的现有调用链。
+- [ ] 在适配层中补充 `DeepSeek` provider / backend URL / key 校验逻辑。
+- [ ] 调整热门智能服务元信息，使前端能看到当前讨论后端为 `TradingAgents + DeepSeek`。
+- [ ] 补充测试，覆盖适配器配置与元信息输出。
+- [ ] 更新 `README.md` 对热门智能模块与 TradingAgents 接入方式的描述。
+- [ ] 执行测试与静态检查。
+- [ ] 执行 `./restart.sh`，完成 `git add / commit / push`。
+
+## 验收标准
+
+- 热门智能模块对热门股的讨论分析明确通过本地 `TradingAgents` 项目触发。
+- 适配层默认且显式使用 `DeepSeek` API。
+- 接口或页面元信息能看出当前分析后端是 `TradingAgents + DeepSeek`。
+- 测试通过，服务可正常重启。
+
+## 风险与回滚
+
+- 若 `DEEPSEEK_API_KEY` 缺失，真实讨论分析会失败，需要在错误信息中清晰暴露。
+- 若 `TradingAgents` 本地依赖变更，适配层导入路径可能失效。
+- 回滚方式：恢复本次提交前的适配器和热门智能服务逻辑并重启。
+
+## 关键决策记录
+
+- 热门智能基础量化打分继续保留，用于排序和三池；`TradingAgents` 负责单股深度讨论与加减分。
+- 将 provider 固定到 `DeepSeek`，减少运行时分叉和排障复杂度。

README.md

@@ -136,6 +136,7 @@ Alpha 是一个面向 A 股市场的**自进化量化选股系统**。它不只
 
 - **实时输入**：直接复用 `/api/market/hot-stocks` 的实时热门股接口，默认取前 20
 - **逐股分析**：结合热度排名、当日涨幅、趋势位置、20 日量额比和 `Kronos` 三日预测
+- **深度讨论**：对命中的热门股调用本地 [TradingAgents](</Users/jie.feng/work/github/TradingAgents/README.md>) 项目，通过 `DeepSeek API` 产出多代理讨论结论，再映射为加减分
 - **解释性评分**：每只股票都输出分数组成、风险扣分、标签和一段摘要分析
 - **三池拆分**：默认阈值 `8 / 11.5 / 14.5` 分，对应候选 / 重点关注 / 买入候选
 - **自动刷新**：默认每 5 分钟自动扫描一次；为保证站点响应，后台自动任务走轻量模式（缩小样本并跳过 `TradingAgents` / `Kronos`），页面手动触发仍执行完整分析

app/services/hot_stock_ai_service.py

@@ -13,7 +13,12 @@
 from app.services.kronos_predict_service import KronosPredictService
 from app.services.sqlite_store import SQLiteStateStore
 from app.services.time_utils import now_cn
-from app.services.tradingagents_adapter import TradingAgentsAdapter
+from app.services.tradingagents_adapter import (
+    DEFAULT_DEEP_MODEL,
+    DEFAULT_QUICK_MODEL,
+    DEEPSEEK_PROVIDER,
+    TradingAgentsAdapter,
+)
 
 log = logging.getLogger(__name__)
 
@@ -37,9 +42,9 @@
     "tradingagents_enabled": True,
     "tradingagents_top_n": 20,
     "tradingagents_timeout_seconds": 240,
-    "tradingagents_provider": "deepseek",
-    "tradingagents_quick_model": "deepseek-chat",
-    "tradingagents_deep_model": "deepseek-chat",
+    "tradingagents_provider": DEEPSEEK_PROVIDER,
+    "tradingagents_quick_model": DEFAULT_QUICK_MODEL,
+    "tradingagents_deep_model": DEFAULT_DEEP_MODEL,
 }
 
 AUTO_LIGHT_TOP_N = 12
@@ -127,6 +132,9 @@ def update_config(self, patch: dict[str, Any]) -> dict[str, Any]:
         cfg["tradingagents_enabled"] = bool(cfg["tradingagents_enabled"])
         cfg["tradingagents_top_n"] = max(0, min(int(cfg["tradingagents_top_n"]), 20))
         cfg["tradingagents_timeout_seconds"] = max(30, min(int(cfg["tradingagents_timeout_seconds"]), 900))
+        cfg["tradingagents_provider"] = DEEPSEEK_PROVIDER
+        cfg["tradingagents_quick_model"] = str(cfg.get("tradingagents_quick_model") or DEFAULT_QUICK_MODEL).strip() or DEFAULT_QUICK_MODEL
+        cfg["tradingagents_deep_model"] = str(cfg.get("tradingagents_deep_model") or DEFAULT_DEEP_MODEL).strip() or DEFAULT_DEEP_MODEL
         self._snapshot["config"] = cfg
         self._save_state()
         return cfg
@@ -214,6 +222,11 @@ async def _execute(self, trigger: str) -> dict[str, Any]:
         pools = self._build_pools(entries, cfg)
         trade_date = entries[0]["trade_date"] if entries else now_cn().date().isoformat()
         avg_score = round(sum(float(item["score"]) for item in entries) / max(len(entries), 1), 2) if entries else 0.0
+        ta_runtime = (
+            self.tradingagents.describe_runtime()
+            if self.tradingagents is not None and hasattr(self.tradingagents, "describe_runtime")
+            else {}
+        )
         self.progress.update(phase="done", current=total, total=total, detail=f"完成分析 {len(entries)} 只")
         return {
             "trade_date": trade_date,
@@ -238,6 +251,10 @@ async def _execute(self, trigger: str) -> dict[str, Any]:
                 "tradingagents_discussed": discussion_meta.get("discussed_count", 0),
                 "tradingagents_cache_hits": discussion_meta.get("cache_hits", 0),
                 "tradingagents_failures": discussion_meta.get("failed", 0),
+                "tradingagents_backend": "TradingAgents + DeepSeek" if self.tradingagents is not None else "disabled",
+                "tradingagents_repo_path": ta_runtime.get("repo_path", ""),
+                "tradingagents_provider": ta_runtime.get("provider", DEEPSEEK_PROVIDER),
+                "tradingagents_backend_url": ta_runtime.get("backend_url", ""),
                 "execution_mode": "light_auto" if trigger == "auto" else "full_manual",
                 "runtime_top_n": int(runtime_cfg["top_n"]),
                 "thresholds": {

app/services/tradingagents_adapter.py

@@ -1,10 +1,16 @@
 from __future__ import annotations
 
+import os
 import re
 import sys
 from pathlib import Path
 from typing import Any
 
+DEEPSEEK_PROVIDER = "deepseek"
+DEEPSEEK_BACKEND_URL = "https://api.deepseek.com"
+DEFAULT_QUICK_MODEL = "deepseek-chat"
+DEFAULT_DEEP_MODEL = "deepseek-chat"
+
 
 def _normalize_whitespace(text: str) -> str:
     return re.sub(r"\s+", " ", str(text or "")).strip()
@@ -20,6 +26,15 @@ def __init__(
         self.runtime_root = Path(runtime_root)
         self.runtime_root.mkdir(parents=True, exist_ok=True)
 
+    def describe_runtime(self) -> dict[str, str]:
+        return {
+            "repo_path": str(self.repo_path),
+            "provider": DEEPSEEK_PROVIDER,
+            "backend_url": DEEPSEEK_BACKEND_URL,
+            "quick_model": DEFAULT_QUICK_MODEL,
+            "deep_model": DEFAULT_DEEP_MODEL,
+        }
+
     @staticmethod
     def to_vendor_symbol(symbol: str) -> str:
         raw = str(symbol or "").strip()
@@ -58,19 +73,23 @@ def analyze(
         symbol: str,
         trade_date: str,
         *,
-        provider: str = "deepseek",
-        quick_model: str = "deepseek-chat",
-        deep_model: str = "deepseek-chat",
+        provider: str = DEEPSEEK_PROVIDER,
+        quick_model: str = DEFAULT_QUICK_MODEL,
+        deep_model: str = DEFAULT_DEEP_MODEL,
         selected_analysts: list[str] | None = None,
         output_language: str = "Chinese",
     ) -> dict[str, Any]:
+        if not os.getenv("DEEPSEEK_API_KEY"):
+            raise RuntimeError("DEEPSEEK_API_KEY 未设置，无法调用 TradingAgents DeepSeek 分析")
+
         TradingAgentsGraph, DEFAULT_CONFIG = self._load_classes()
         vendor_symbol = self.to_vendor_symbol(symbol)
 
         config = DEFAULT_CONFIG.copy()
-        config["llm_provider"] = provider
-        config["quick_think_llm"] = quick_model
-        config["deep_think_llm"] = deep_model
+        config["llm_provider"] = DEEPSEEK_PROVIDER
+        config["backend_url"] = DEEPSEEK_BACKEND_URL
+        config["quick_think_llm"] = quick_model or DEFAULT_QUICK_MODEL
+        config["deep_think_llm"] = deep_model or DEFAULT_DEEP_MODEL
         config["output_language"] = output_language
         config["max_debate_rounds"] = 1
         config["max_risk_discuss_rounds"] = 1
@@ -97,6 +116,8 @@ def analyze(
             "symbol": symbol,
             "vendor_symbol": vendor_symbol,
             "trade_date": trade_date,
+            "provider": DEEPSEEK_PROVIDER,
+            "backend_url": DEEPSEEK_BACKEND_URL,
             "decision": str(decision or "").strip().upper(),
             "score_bonus": self._decision_bonus(decision),
             "summary": summary,

app/static/app.js

@@ -3391,7 +3391,8 @@ function renderHotStockAI() {
     const taText = m.runtime_tradingagents_enabled
       ? ` · 讨论 ${m.tradingagents_discussed || 0} · 缓存 ${m.tradingagents_cache_hits || 0}`
       : (m.tradingagents_enabled ? ' · 自动任务已跳过讨论' : '');
-    metaEl.textContent = `交易日 ${snap.trade_date || '--'} · 分析 ${m.entries_count || 0}/${m.stocks_scanned || cfg.top_n || 20}${modeText} · Kronos ${m.kronos_device || '--'}${taText} · 均分 ${fmtNum(m.avg_score || 0, 1)}`;
+    const backendText = m.tradingagents_backend ? ` · ${m.tradingagents_backend}` : '';
+    metaEl.textContent = `交易日 ${snap.trade_date || '--'} · 分析 ${m.entries_count || 0}/${m.stocks_scanned || cfg.top_n || 20}${modeText} · Kronos ${m.kronos_device || '--'}${taText}${backendText} · 均分 ${fmtNum(m.avg_score || 0, 1)}`;
   }
   if (summary) {
     summary.innerHTML = [

tests/test_hot_stock_ai_service.py

@@ -97,6 +97,13 @@ class FakeTradingAgentsAdapter:
     def __init__(self):
         self.calls: list[tuple[str, str]] = []
 
+    def describe_runtime(self) -> dict[str, str]:
+        return {
+            "repo_path": "/Users/jie.feng/work/github/TradingAgents",
+            "provider": "deepseek",
+            "backend_url": "https://api.deepseek.com",
+        }
+
     def analyze(self, symbol: str, trade_date: str, **kwargs) -> dict:
         self.calls.append((symbol, trade_date))
         mapping = {
@@ -202,6 +209,7 @@ def test_hot_stock_ai_config_is_clamped(tmp_path: Path):
     assert cfg["max_buy_pool_size"] == 10
     assert cfg["tradingagents_top_n"] == 20
     assert cfg["tradingagents_timeout_seconds"] == 30
+    assert cfg["tradingagents_provider"] == "deepseek"
 
 
 def test_hot_stock_ai_auto_run_uses_light_mode(tmp_path: Path):
@@ -226,3 +234,20 @@ def test_hot_stock_ai_auto_run_uses_light_mode(tmp_path: Path):
     assert snap["meta"]["tradingagents_discussed"] == 0
     assert kronos.calls == []
     assert adapter.calls == []
+
+
+def test_hot_stock_ai_meta_exposes_tradingagents_backend(tmp_path: Path):
+    adapter = FakeTradingAgentsAdapter()
+    service = HotStockAIService(
+        provider=FakeProvider(),
+        kline_store=FakeKlineStore(),
+        kronos_service=FakeKronos(),
+        state_store=SQLiteStateStore(str(tmp_path / "state.db")),
+        tradingagents_adapter=adapter,
+    )
+
+    asyncio.run(service.run(trigger="manual"))
+    snap = service.get_snapshot()
+
+    assert snap["meta"]["tradingagents_backend"] == "TradingAgents + DeepSeek"
+    assert snap["meta"]["tradingagents_provider"] == "deepseek"

tests/test_tradingagents_adapter.py

@@ -0,0 +1,55 @@
+from __future__ import annotations
+
+from app.services.tradingagents_adapter import (
+    DEEPSEEK_BACKEND_URL,
+    DEEPSEEK_PROVIDER,
+    TradingAgentsAdapter,
+)
+
+
+class _FakeGraph:
+    last_kwargs = None
+    last_propagate = None
+
+    def __init__(self, *, debug, config, selected_analysts):
+        _FakeGraph.last_kwargs = {
+            "debug": debug,
+            "config": config,
+            "selected_analysts": selected_analysts,
+        }
+
+    def propagate(self, symbol: str, trade_date: str):
+        _FakeGraph.last_propagate = {"symbol": symbol, "trade_date": trade_date}
+        return (
+            {
+                "final_trade_decision": "BUY with strong conviction",
+                "investment_plan": "Accumulate on strength.",
+                "trader_investment_plan": "Enter in two tranches.",
+                "market_report": "Market report",
+                "news_report": "News report",
+                "fundamentals_report": "Fundamentals report",
+            },
+            "BUY",
+        )
+
+
+def test_tradingagents_adapter_forces_deepseek(monkeypatch, tmp_path):
+    monkeypatch.setenv("DEEPSEEK_API_KEY", "test-key")
+
+    adapter = TradingAgentsAdapter(repo_path=tmp_path / "TradingAgents", runtime_root=tmp_path / "runtime")
+    adapter.repo_path.mkdir(parents=True, exist_ok=True)
+
+    def _fake_load_classes():
+        return _FakeGraph, {"llm_provider": "openai", "backend_url": "https://api.openai.com/v1"}
+
+    monkeypatch.setattr(adapter, "_load_classes", _fake_load_classes)
+
+    result = adapter.analyze("600001", "2026-04-22")
+
+    assert _FakeGraph.last_kwargs is not None
+    assert _FakeGraph.last_kwargs["config"]["llm_provider"] == DEEPSEEK_PROVIDER
+    assert _FakeGraph.last_kwargs["config"]["backend_url"] == DEEPSEEK_BACKEND_URL
+    assert _FakeGraph.last_propagate == {"symbol": "600001.SS", "trade_date": "2026-04-22"}
+    assert result["provider"] == DEEPSEEK_PROVIDER
+    assert result["backend_url"] == DEEPSEEK_BACKEND_URL
+    assert result["decision"] == "BUY"