skills/financial-report-writing/scripts/generate_report.py

"""
金融研究报告生成器
整合数据获取、分析和文档生成功能，一键生成完整报告
"""

import sys
import argparse
from datetime import datetime, timedelta
from pathlib import Path
from typing import Optional

# 添加脚本目录到路径
sys.path.insert(0, str(Path(__file__).parent))

from docx import Document
from docx.shared import Pt
from docx.enum.text import WD_ALIGN_PARAGRAPH

from data_fetcher import WindDataFetcher, fetch_stock_report_data
from document_formatter import create_formatted_document, GBT9704Formatter
from analysis_engine import perform_comprehensive_analysis


class ReportGenerator:
    """
    金融研究报告生成器
    """

    def __init__(self):
        self.doc = None
        self.formatter = None
        self.analysis_results = None

    def generate_report(self,
                       stock_code: str,
                       stock_name: str = None,
                       organization: str = "某某证券研究所",
                       author: str = "",
                       include_cover: bool = True,
                       output_path: str = None) -> str:
        """
        生成完整的投资研究报告

        Args:
            stock_code: 股票代码，如 '300866.SZ'
            stock_name: 股票名称（如不提供则自动获取）
            organization: 研究机构名称
            author: 分析师姓名
            include_cover: 是否包含封面
            output_path: 输出文件路径

        Returns:
            生成的文件路径
        """
        print(f"开始生成 {stock_code} 的投资研究报告...")

        # 1. 获取数据
        print("正在获取股票数据...")
        try:
            price_df, financial_data = fetch_stock_report_data(stock_code, days_back=90, weekly=True)
        except Exception as e:
            print(f"数据获取失败: {e}")
            raise

        # 如果未提供股票名称，从财务数据获取
        if stock_name is None:
            stock_name = financial_data.get('sec_name', stock_code)

        print(f"获取到 {len(price_df)} 条周线数据")

        # 2. 执行分析
        print("正在执行投资分析...")
        current_price = price_df['close'].iloc[-1]
        self.analysis_results = perform_comprehensive_analysis(
            price_df, financial_data, current_price
        )

        # 3. 创建文档
        print("正在生成Word文档...")
        self.doc, self.formatter = create_formatted_document()

        # 4. 添加封面（可选）
        if include_cover:
            self._add_cover_page(stock_name, organization)

        # 5. 添加免责声明
        self._add_disclaimer()

        # 6. 添加核心提要
        self._add_core_summary(stock_name)

        # 7. 添加投资评级
        self._add_investment_rating(stock_name, current_price)

        # 8. 添加核心观点
        self._add_core_views()

        # 9. 添加市场表现回顾
        self._add_market_review(price_df)

        # 10. 添加页脚
        self.formatter.add_page_number_footer()

        # 11. 保存文档
        if output_path is None:
            date_str = datetime.now().strftime('%Y%m%d')
            output_path = f"{stock_name}_{stock_code.replace('.', '_')}_研究报告_{date_str}.docx"

        self.doc.save(output_path)
        print(f"报告已保存: {output_path}")

        return output_path

    def _add_cover_page(self, stock_name: str, organization: str):
        """添加封面页"""
        date_str = datetime.now().strftime('%Y年%m月%d日')
        self.formatter.add_cover_page(
            title=f"{stock_name}投资研究报告",
            organization=organization,
            date_str=date_str
        )

    def _add_disclaimer(self):
        """添加免责声明"""
        self.formatter.add_heading('免责声明', level=1)
        self.formatter.add_paragraph(
            "本报告所载资料的来源及观点皆为公开信息，但并不能保证其准确性和完整性。本报告仅供参考，"
            "不构成任何投资建议或承诺，投资者应审慎决策，独立判断，自行承担投资风险。"
        )
        self.formatter.add_paragraph(
            "本报告版权归本公司所有，未经书面许可，任何机构和个人不得以任何形式翻版、复制、刊登、"
            "发表或引用。如征得本公司同意进行引用、刊发的，需在允许的范围内使用，并注明出处为"
            "'某某证券研究所'，且不得对本报告进行任何有悖原意的引用、删节和修改。"
        )

    def _add_core_summary(self, stock_name: str):
        """添加核心提要"""
        self.formatter.add_heading('核心提要', level=1)

        summary_points = self.analysis_results['summary_points']
        for i, point in enumerate(summary_points, 1):
            # 添加项目符号
            paragraph = self.doc.add_paragraph()
            run = paragraph.add_run(f"{i}. {point}")
            self.formatter.set_font(run, '仿宋', 14)
            paragraph.paragraph_format.line_spacing = Pt(28)
            paragraph.paragraph_format.line_spacing_rule = 2
            paragraph.paragraph_format.space_before = Pt(0)
            paragraph.paragraph_format.space_after = Pt(0)

    def _add_investment_rating(self, stock_name: str, current_price: float):
        """添加投资评级"""
        self.formatter.add_heading('一、投资评级', level=1)

        # 表格数据
        recommendation = self.analysis_results['recommendation']

        data = [[
            recommendation.rating.value,
            f"{recommendation.target_price:.2f}元",
            (datetime.now() + timedelta(days=365)).strftime('%Y年%m月%d日'),
            recommendation.risk_level.value
        ]]

        self.formatter.add_three_line_table(
            data,
            ['投资建议', '目标价格', '有效期', '风险等级'],
            font_name='仿宋',
            size=12
        )

        # 添加说明文字
        self.formatter.add_paragraph(
            f"当前股价：{current_price:.2f}元。"
            f"目标价较当前价格{'上涨' if recommendation.target_price > current_price else '下跌'}"
            f"{abs((recommendation.target_price / current_price - 1) * 100):.2f}%。"
        )

    def _add_core_views(self):
        """添加核心观点"""
        self.formatter.add_heading('二、核心观点', level=1)

        # 基本面分析
        fundamental = self.analysis_results['fundamental']
        self.formatter.add_heading('（一）基本面分析', level=2)
        self.formatter.add_paragraph(
            f"1. 盈利能力：公司最新净资产收益率（ROE）为{fundamental.roe}%，"
            f"{fundamental.roe_comment}。"
        )
        self.formatter.add_paragraph(
            f"2. 估值水平：当前市盈率（TTM）为{fundamental.pe_ttm}倍，"
            f"市净率（LF）为{fundamental.pb_lf}倍。{fundamental.valuation_comment}。"
        )
        self.formatter.add_paragraph(f"3. 结论：{fundamental.fundamental_summary}")

        # 技术面分析
        technical = self.analysis_results['technical']
        self.formatter.add_heading('（二）技术面分析', level=2)
        self.formatter.add_paragraph(
            f"1. 价格趋势：近期股价呈现{technical.trend}态势，"
            f"{technical.ma_status}。"
        )
        self.formatter.add_paragraph(
            f"2. 支撑与阻力：近期支撑位{technical.support_level}元，"
            f"阻力位{technical.resistance_level}元。"
        )
        self.formatter.add_paragraph(
            f"3. 波动率：近期年化波动率为{technical.volatility}%，"
            f"{'属于高波动品种' if technical.volatility > 40 else '波动适中' if technical.volatility > 25 else '波动较低'}。"
        )

        # 投资建议
        recommendation = self.analysis_results['recommendation']
        self.formatter.add_heading('（三）投资建议', level=2)
        self.formatter.add_paragraph(recommendation.recommendation_text)

        self.formatter.add_paragraph("主要投资逻辑：")
        for factor in recommendation.key_factors:
            paragraph = self.doc.add_paragraph()
            run = paragraph.add_run(f"• {factor}")
            self.formatter.set_font(run, '仿宋', 14)
            paragraph.paragraph_format.line_spacing = Pt(28)
            paragraph.paragraph_format.line_spacing_rule = 2
            paragraph.paragraph_format.first_line_indent = Pt(28)

    def _add_market_review(self, price_df):
        """添加市场表现回顾"""
        self.formatter.add_heading('三、市场表现回顾', level=1)

        # 价格走势分析
        self.formatter.add_heading('（一）价格走势分析', level=2)

        price_stats = self.analysis_results['price_stats']

        self.formatter.add_paragraph(
            f"近期股价最高达到{price_stats['highest_price']}元，"
            f"最低下探至{price_stats['lowest_price']}元，"
            f"区间累计涨跌幅为{price_stats['total_change']:.2f}%。"
            f"最新收盘价为{price_stats['latest_price']}元，"
            f"区间平均价格为{price_stats['avg_price']}元。"
        )

        # K线数据表
        self.formatter.add_heading('（二）K线数据', level=2)

        # 准备表格数据（最近13周）
        recent_data = price_df.tail(13).copy()
        table_data = []

        for _, row in recent_data.iterrows():
            date_str = row['date'].strftime('%Y-%m-%d') if hasattr(row['date'], 'strftime') else str(row['date'])[:10]
            table_data.append([
                date_str,
                f"{row['open']:.2f}",
                f"{row['high']:.2f}",
                f"{row['low']:.2f}",
                f"{row['close']:.2f}",
                f"{row.get('pct_chg', 0):.2f}%",
                f"{row.get('volume', 0) / 10000:.0f}"
            ])

        self.formatter.add_three_line_table(
            table_data,
            ['日期', '开盘价', '最高价', '最低价', '收盘价', '涨跌幅', '成交量(万股)'],
            font_name='仿宋',
            size=12
        )

        # 数据来源
        self.formatter.add_data_source_footnote()


def main():
    """主函数"""
    parser = argparse.ArgumentParser(description='生成金融投资研究报告')
    parser.add_argument('stock_code', help='股票代码，如 300866.SZ 或 000001')
    parser.add_argument('--name', '-n', help='股票名称')
    parser.add_argument('--org', '-o', default='某某证券研究所', help='研究机构名称')
    parser.add_argument('--author', '-a', default='', help='分析师姓名')
    parser.add_argument('--no-cover', action='store_true', help='不包含封面')
    parser.add_argument('--output', '-p', help='输出文件路径')

    args = parser.parse_args()

    # 标准化股票代码
    stock_code = args.stock_code
    if '.' not in stock_code:
        if stock_code.startswith('6'):
            stock_code = f"{stock_code}.SH"
        else:
            stock_code = f"{stock_code}.SZ"

    generator = ReportGenerator()

    try:
        output_path = generator.generate_report(
            stock_code=stock_code,
            stock_name=args.name,
            organization=args.org,
            author=args.author,
            include_cover=not args.no_cover,
            output_path=args.output
        )
        print(f"\n报告生成成功: {output_path}")
    except Exception as e:
        print(f"\n报告生成失败: {e}")
        import traceback
        traceback.print_exc()
        sys.exit(1)


if __name__ == '__main__':
    main()