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feat: 핫종목 렌즈 + 뉴스 파서 견고화 + 텔레그램 알림 2회 축소

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- news-collector: EXAONE JSON 파서 견고화(max_tokens 800 + 관대 파싱 → 파싱실패율 9.3%→3.3%),
  평일 18:30 종목뉴스 스위프(중형주 신선도 사각지대 해소), /process/raw reprocess 플래그,
  파싱실패→Gemini 폴백 라우팅(일일캡 1→50 상수화)
- score-engine: /hot 모멘텀 렌즈(뉴스+거래량, 백테스트로 가격 제외) + /hot/backtest,
  텔레그램 정기 브리핑 2회로 축소(중복 send_briefing 자동스케줄 제거)
- dashboard-api: /api/hot 프록시 + 🔥 지금뜨는 탭
- telegram-bot: /hot 명령 + 한글(뜨는/핫/급등) 라우팅

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>
This commit is contained in:
kyu
2026-06-02 01:22:23 +09:00
parent a81feb48d8
commit 8b200e6cc6
5 changed files with 3989 additions and 367 deletions
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dashboard-api/main.py
+76 -12
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@@ -317,7 +317,9 @@ async def recent(limit: int = Query(default=40), only_stock: bool = Query(defaul
async with pg_pool.acquire() as c:
rows = await c.fetch(f"""
SELECT title, sentiment, intensity, primary_stock, reason,
investment_action, source, analyzed_at, url, catalyst, stock_codes
investment_action, source,
COALESCE(published_at, analyzed_at) AS analyzed_at,
url, catalyst, stock_codes
FROM news_analysis {where}
ORDER BY analyzed_at DESC LIMIT $1
""", limit)
@@ -473,7 +475,7 @@ async def buy_candidates(limit: int = Query(default=20)):
ON t.stock_code = s.stock_code
AND s.score_date = (SELECT MAX(score_date) FROM stock_scores)
LEFT JOIN LATERAL (
SELECT roe, operating_margin, debt_ratio, revenue_growth, net_margin,
SELECT stock_code, roe, operating_margin, debt_ratio, revenue_growth, net_margin,
operating_profit, revenue
FROM dart_financials
WHERE stock_code = t.stock_code
@@ -507,9 +509,11 @@ async def alerts():
async with pg_pool.acquire() as c:
rows = await c.fetch("""
SELECT title, sentiment, intensity, primary_stock,
reason, investment_action, source, analyzed_at
reason, investment_action, source,
COALESCE(published_at, analyzed_at) AS analyzed_at
FROM news_analysis
WHERE intensity >= 3 AND analyzed_at >= NOW() - INTERVAL '24 hours'
WHERE intensity >= 3
AND COALESCE(published_at, analyzed_at) >= NOW() - INTERVAL '24 hours'
ORDER BY intensity DESC, analyzed_at DESC LIMIT 20
""")
return [dict(r) for r in rows]
@@ -520,12 +524,12 @@ async def alerts():
async def timeline(hours: int = Query(default=24)):
async with pg_pool.acquire() as c:
rows = await c.fetch("""
SELECT date_trunc('hour', analyzed_at) AS hour,
SELECT date_trunc('hour', COALESCE(published_at, analyzed_at)) AS hour,
SUM(CASE WHEN sentiment='호재' THEN 1 ELSE 0 END) AS pos,
SUM(CASE WHEN sentiment='악재' THEN 1 ELSE 0 END) AS neg,
COUNT(*) AS total
FROM news_analysis
WHERE analyzed_at >= NOW() - INTERVAL '%s hours'
WHERE COALESCE(published_at, analyzed_at) >= NOW() - INTERVAL '%s hours'
GROUP BY hour ORDER BY hour
""" % hours)
return [{"hour": str(r["hour"]), "positive": r["pos"],
@@ -537,7 +541,8 @@ async def timeline(hours: int = Query(default=24)):
async def stock(code: str):
async with pg_pool.acquire() as c:
news = await c.fetch("""
SELECT title, sentiment, intensity, reason, source, analyzed_at
SELECT title, sentiment, intensity, reason, source,
COALESCE(published_at, analyzed_at) AS analyzed_at
FROM news_analysis WHERE primary_stock=$1
ORDER BY analyzed_at DESC LIMIT 20
""", code)
@@ -766,11 +771,23 @@ async def portfolio_prices(codes: str = Query(default="")):
except: pass
async with pg_pool.acquire() as c:
rows = await c.fetch("""
SELECT stock_code, total_score, recommendation, news_score, technical_score
SELECT stock_code, total_score, recommendation, news_score, technical_score, sector
FROM stock_scores
WHERE stock_code = ANY($1)
AND score_date = (SELECT MAX(score_date) FROM stock_scores)
""", code_list)
# Redis 가격캐시 미스 시 stock_prices 테이블에서 폴백 (캐시 비어도 손익 계산되게)
missing = [x for x in code_list if not price_map.get(x)]
if missing:
prows = await c.fetch("""
SELECT DISTINCT ON (stock_code) stock_code, price, change_pct
FROM stock_prices
WHERE stock_code = ANY($1) AND price > 0
ORDER BY stock_code, collected_at DESC
""", missing)
for pr in prows:
price_map[pr["stock_code"]] = {
"price": pr["price"], "change_pct": float(pr["change_pct"] or 0)}
score_map = {r["stock_code"]: dict(r) for r in rows}
result = []
for code in code_list:
@@ -786,6 +803,7 @@ async def portfolio_prices(codes: str = Query(default="")):
"signal": ta.get("signal") or "관망",
"ai_score": sc.get("total_score"),
"recommendation": sc.get("recommendation"),
"sector": sc.get("sector") or "기타",
})
return result
@@ -1487,6 +1505,17 @@ async def volume_surge():
except Exception as e:
return JSONResponse(content={"data": [], "error": str(e)})
@app.get("/api/hot")
async def hot():
"""지금 뜨는 종목 — 뉴스+거래량 모멘텀 (score-engine /hot 프록시)"""
async with httpx.AsyncClient() as c:
try:
r = await c.get(f"{SCORE_ENGINE_URL}/hot?limit=20", timeout=15)
return JSONResponse(content=r.json())
except Exception as e:
return JSONResponse(content=[], status_code=200)
# ── 사용자 인증 + 포트폴리오 ────────────────────────────────
class RegisterReq(BaseModel):
@@ -2042,12 +2071,39 @@ async def proxy_backtest(days: int = Query(default=180, ge=30, le=720)):
return await _proxy_get(f"{SCORE_ENGINE_URL}/backtest?days={days}", timeout=30.0)
@app.get("/api/portfolio/recommended")
async def proxy_portfolio_recommended(amount: int = Query(default=0, ge=0)):
"""AI 추천 포트폴리오 구성 (score-engine /portfolio/recommended)"""
return await _proxy_get(
f"{SCORE_ENGINE_URL}/portfolio/recommended?amount={amount}", timeout=20.0)
@app.get("/api/sector-concentration")
async def proxy_sector_concentration():
"""섹터 집중도 + 30% 초과 경고 (score-engine /sector/concentration)"""
return await _proxy_get(f"{SCORE_ENGINE_URL}/sector/concentration")
async def _enrich_kr_names(rows):
"""rows의 kr_code/stock_code에 dart_corps.corp_name을 kr_name으로 첨부"""
if not isinstance(rows, list) or not rows:
return rows
codes = list({(r.get("kr_code") or r.get("stock_code") or "") for r in rows if isinstance(r, dict)})
codes = [c for c in codes if c]
if not codes:
return rows
async with pg_pool.acquire() as c:
name_rows = await c.fetch(
"SELECT stock_code, corp_name FROM dart_corps WHERE stock_code = ANY($1::text[])", codes)
name_map = {r["stock_code"]: r["corp_name"] for r in name_rows}
for r in rows:
if not isinstance(r, dict): continue
code = r.get("kr_code") or r.get("stock_code")
if code and name_map.get(code):
r["kr_name"] = name_map[code]
return rows
@app.get("/api/usmarket/etfs")
async def proxy_us_etfs():
"""미국 섹터 ETF 목록"""
@@ -2056,14 +2112,22 @@ async def proxy_us_etfs():
@app.get("/api/usmarket/pairs")
async def proxy_us_pairs():
"""KR↔US 페어 + 60일 회귀 베타"""
return await _proxy_get(f"{US_MARKET_URL}/pairs")
"""KR↔US 페어 + 60일 회귀 베타 + 한국 종목명"""
rows = await _proxy_get(f"{US_MARKET_URL}/pairs")
return await _enrich_kr_names(rows)
@app.get("/api/usmarket/signals")
async def proxy_us_signals():
"""미증시 동조 시그널 (전체)"""
return await _proxy_get(f"{US_MARKET_URL}/signal/latest")
"""미증시 동조 시그널 (전체) + 한국 종목명"""
rows = await _proxy_get(f"{US_MARKET_URL}/signal/latest")
return await _enrich_kr_names(rows)
@app.get("/api/usmarket/briefing")
async def proxy_us_briefing():
"""미증시 새벽 핫/저조 종목 + 관련 KOSPI 추천 (us-market /overnight-briefing)"""
return await _proxy_get(f"{US_MARKET_URL}/overnight-briefing")
@app.get("/api/macro/ecos")