* feat: add one-shot index analysis via --stocks with structured AnalysisTarget pipeline
* fix: render index data sources in aggregate reports
* fix: refresh index registry before --stocks parsing and filter indices on CN holidays
---------
Co-authored-by: zhulinsen <42829555+ZhuLinsen@users.noreply.github.com>
* feat: add a global desktop update entry in the shell
Expose a top-right DesktopUpdateIndicator in Electron runtime that
shares update state with Settings, without triggering extra background
checks or showing the control in ordinary browser WebUI.
Co-authored-by: SPEC <zt1y17@soton.ac.uk>
* fix: restore changelog header and honor desktop update deep links
Keep the Unreleased section intact, show download progress in the
shell tooltip, and open Settings version info from the search/hash.
Co-authored-by: SPEC <zt1y17@soton.ac.uk>
* fix: share desktop update checking state across header and settings
Keep a module-level update store so the shell indicator and settings
page disable together, and reject overlapping manual checks in the
Electron main process.
Co-authored-by: SPEC <zt1y17@soton.ac.uk>
---------
Co-authored-by: Cursor Agent <cursoragent@cursor.com>
* feat: add Futu OpenD as an optional HK realtime and fundamental data source
Add FutuFetcher and FutuFundamentalAdapter behind FUTU_OPEND_HOST/PORT,
register the settings in Config and config_registry so the Web settings
page can expose host, port and HK realtime priority, and route HK
realtime quotes through a configurable futu/longbridge/akshare/yfinance
order while keeping A-share priority untouched. Include offline tests
for the adapter, config schema and HK routing/fallback, plus docs and
CHANGELOG entries.
* fix: wire Futu fundamentals into HK pipeline and restore quote supplementation
- _fetch_offshore_fundamental_bundle() prefers the Futu fundamental
adapter for HK when FUTU_OPEND_HOST is configured, and falls back to
yfinance when Futu is absent or returns no usable content.
- HK realtime priority loop now supplements missing quote fields
(volume_ratio / turnover_rate / pe/pb / market cap) from later
configured sources instead of returning after the first non-empty
quote, matching the US path's _supplement_quote behavior.
- capital_flow / boards blocks are filled from the Futu bundle for HK
instead of being hard-coded not_supported; status and missing_fields
aggregation updated accordingly.
- Add regression tests for partial-quote supplementation and Futu
fundamental bundle routing/fallback.
* test: expect boards block ok when bundle provides belong_boards
The Futu integration made the offshore boards block data-driven instead
of hard-coded not_supported; update the existing US/HK fundamental
context test to match (belong_boards from the bundle now surface as an
ok boards block).
* fix: preserve HK fallback_from metadata and normalize Futu quote timestamps
- HK realtime priority loop now records the failed preferred source token
and passes it as fallback_from when a later source takes over, so the
pipeline and analysis context can mark the quote as degraded.
- Futu snapshot update_time is a naive Beijing-time (UTC+8) string; attach
the +08:00 offset before storing provider_timestamp so stale_seconds /
is_stale / provider_timestamp freshness semantics are correct instead of
being parsed as UTC.
- Add regression tests for fallback_from propagation and timestamp
normalization.
* fix: normalize Futu belong_boards to name/type/code contract
OpenD owner_plate returns plate_code / plate_name / plate_type, but DSA
downstream consumers (notification, extract_board_detail_fields, market
structure) only read name/type/code. Map the fields in
FutuFundamentalAdapter._boards so HK Futu boards are actually consumed
instead of silently dropped, and add regression tests including an
end-to-end check through extract_board_detail_fields.
* fix: merge yfinance bundle when Futu fundamental returns partial blocks
Futu partial success (e.g. statements failed but static info worked) used
to short-circuit the whole bundle, silently dropping the growth/earnings
that the existing yfinance path could still provide. Now, when Futu
returns content but is missing growth or earnings, fetch the yfinance
bundle within the remaining budget and merge the missing blocks
(growth/earnings/institution/capital_flow/belong_boards), keeping
Futu-preferred values where both exist. Add regression test for the
partial-success merge path.
* fix: use field-level checks when deciding Futu-vs-yfinance growth/earnings
The previous merge condition only checked dict truthiness, so a truthy
growth/earnings shell (all-None core values or metadata-only keys such
as report_date/period/currency) would skip the yfinance supplement and
silently downgrade existing HK fundamentals. Add _earnings_block_has_values
(a core numeric field or a populated dividend is required) and reuse the
existing _has_meaningful_payload for growth; both the missing_core check
and the merge loop now use these. Add regression test for the
all-None-shell scenario.
* fix: fill HK fundamental field gaps from yfinance instead of block-level checks
Block-level meaningful checks still skipped the yfinance supplement when
Futu hit only part of the growth/earnings fields (e.g. revenue_yoy but
None net_profit_yoy, or earnings with only basic_eps), silently dropping
fields the main branch used to provide. Replace the missing_core decision
with a per-field gap list (growth: revenue_yoy/net_profit_yoy/gross_margin;
earnings.financial_report: revenue/net_profit_parent/basic_eps/gross_profit)
and make the merge field-level: keep Futu values, fill each missing field
from yfinance. Add regression tests for partial-hit and all-None shells.
* fix: normalize Futu dividends to the repo contract and treat dividend gaps as supplement triggers
Futu OpenD dividend_list carries raw fields (statement/ex_date/record_date)
which the notification/data_processing market-structure consumers do not
read; the repo contract is ttm_cash_dividend_per_share,
ttm_dividend_yield_pct and events[].cash_dividend_per_share /
ex_dividend_date / event_date. Normalize events in
FutuFundamentalAdapter._dividends_and_splits, compute TTM count/cash and
yield from the latest quote, and teach _field_gaps/_merge_bundles to treat
a dividend block that does not satisfy the contract as a gap so yfinance
supplements it. Also dedupe FUTU_OPEND_HOST/PORT in full-guide_EN.
* fix: read dividend yield price from UnifiedRealtimeQuote objects
FutuFetcher.get_realtime_quote returns a UnifiedRealtimeQuote dataclass,
not a dict, so the yield branch in _dividends_and_splits that guarded on
isinstance(quote, dict) never ran on the live Futu path, silently dropping
ttm_dividend_yield_pct while the contract check considered the dividend
block complete. Read price via getattr(quote, 'price', None) and keep the
dict fallback for other fetchers; add a regression test driving the real
UnifiedRealtimeQuote shape.
* fix: treat dividend blocks with TTM cash but no yield as supplement gaps
The repo contract consumes ttm_cash_dividend_per_share and
ttm_dividend_yield_pct together. When the Futu dividend path has events
and TTM cash but the extra realtime price snapshot failed (quote None /
no price), ttm_dividend_yield_pct cannot be computed and the block was
previously treated as complete, so yfinance was never consulted and the
notification rendered the yield as N/A.
_dividend_contract_has_values() now requires the paired yield whenever
TTM cash is present, so _field_gaps() triggers the yfinance supplement
and _merge_bundles() replaces the incomplete dividend block.
Add regression tests for the adapter-level gap shape (quote unavailable
leaves no yield) and the manager-level supplement path (Futu cash
without yield pulls yfinance and fills the yield).
* fix: skip unconfigured Futu in HK realtime routing
When FUTU_OPEND_HOST is not configured, the HK realtime priority loop
used to still attempt the futu source, record it as the failed primary,
and attach fallback_from='futu' to a successful quote from the next
enabled source (longbridge/akshare/yfinance). Consumers then wrongly
treated an enabled source's first success as degraded fallback data,
contradicting the documented contract that Futu only participates when
OpenD is configured.
The HK loop now checks FutuFetcher.has_configured_endpoint() once and
skips the futu token entirely when it is disabled, so no fallback_from
is written. Existing configured-Futu routing tests explicitly patch the
endpoint check; a new regression test asserts an unconfigured Futu is
never called and the enriched quote carries fallback_from=None.
* fix: release cached HK Futu fundamental fetcher in DataFetcherManager.close()
The HK Futu fundamental path lazily creates and caches its own
FutuFetcher (an OpenQuoteContext-backed OpenD connection) on
_futu_fundamental_fetcher, but close() only released the TickFlow
fetcher and the default fetchers snapshot. Explicit close / reload
paths therefore left the OpenD connection hanging.
close() now takes the cached _futu_fundamental_fetcher, clears the
reference and calls its close() best-effort. A regression test injects
an observable fetcher into _futu_fundamental_fetcher and asserts
close() invokes it and clears the attribute.
---------
Co-authored-by: BayMax local review <baymax-local@invalid>
* ci: skip heavy checks for docs-only changes
* test: cover docs-only CI path filters
* fix: preserve CI checks for contract assets
* fix: preserve CI checks for license notices
* fix: render CJK text in Linux share images
* fix(review-feedback-2270): 补到 PR 附件或评论里，和本次渲染修复说明保持一致
* fix: preserve report language contract in share images
* feat: add canonical_id column and dual-write for stock daily data (#2207)
* fix: unify bare index codes to index canonical_id via matched_index (review OR-COR-4f9ffc38)
* docs: update docstrings for index-aware derivation and fix orphaned inspection-failure test (review OR-COR-4f9ffc38)
* fix: report actual market review backend
* fix: preserve exhausted fallback diagnostics
* fix(review-feedback-2241): update the attempt loop to retain the current model even when the and
* fix: preserve resolved market review provider
* fix(review-feedback-2241): Resolve aliased LiteLLM providers before recording
* fix(review-feedback-2241): preserve the failed LiteLLM route's resolved provider
* fix(review-feedback-2241): preserve template fallback for primary LiteLLM exhaustion and Use the
* fix(review-feedback-2241): preserve the fallback provider for unqualified response models
* fix(review-feedback-2241): Derive exhausted aliases from the router's last deployment and
* fix(review-feedback-2241): preserve the provider for gateway-owned slash model IDs
* fix(review-feedback-2241): preserve the explicit provider for unqualified failure models
* fix(review-feedback-2241): fix several earlier route-alias and router-failure diagnostics gaps,
* fix(review-feedback-2241): 评审结论 - 代码检查 ：当前整个 PR 仍有 1 个未关闭的高置信度代码 blocker。最新复核摘要：Full
* fix(review-feedback-2241): 补一组成功路径回归：同一 alias 下首个 deployment 为 openai/~...、后续 deployment 为直连
* fix(review-feedback-2241): add a regression test that injects an analyzer exposing only is
* fix(review-feedback-2241): add a regression that asserts the legacy injected-analyzer path does
* fix(review-feedback-2241): 评审结论 - 代码检查 ：当前整个 PR 仍有 1 个未关闭的高置信度代码 blocker。最新复核摘要：基于当前 HEAD
* fix(review-feedback-2241): 评审结论 - 代码检查 ：当前整个 PR 仍有 1 个未关闭的高置信度代码 blocker。最新复核摘要：基于完整
* fix(review-feedback-2241): add a regression test that drives call litellm
* fix(issue-2201): [bug]-分析后无报告生成
* fix(review-feedback-2211): Keep the TTM cutoff anchored to the as-of date and Propagate report
* fix(review-feedback-2211): Move the empty-watchlist check before the trading-day return
* fix(review-feedback-2211): preserve the failure status, but defer returning until after the and
* fix(review-feedback-2211): preserve the failure result, but defer returning until after the
* fix(review-feedback-2211): Handle failures in the market-review-only CLI branch
Test fixtures had hardcoded dividend dates that fell outside the 365-day
TTM window once the system date crossed 2026-08-12, causing CI failure
`AssertionError: 3 != 4` in ttm_event_count assertions.
Compute dates relative to datetime.now() so all 4 events always fall
within the 365-day window regardless of when the test runs.
Also removed a hardcoded ex_dividend_date assertion that would fail for
the same date-drift reason.
Refs: #2204
Co-authored-by: xxiaoxiong <xxiaoxiong@nicholasxiong.cn>
ZhuLinsen