feat: 新增外部因素分析模块+综合评分引擎+算法文档重构

新增模块: - fund_flow_analyzer.py: 主力资金流向分析(P0, ±20) - market_sentiment.py: 市场情绪指标(P1, ±10) - external_factors.py: 北向资金/美股/大宗商品/汇率(P2-P4,P7) - news_analyzer.py: 公告/并购/政策面LLM分析(P5-P6) - score_engine.py: 综合评分引擎，整合技术面+外部因素路由更新: - analysis.py: deep_analyze接入综合评分，根据最终评级修正买卖建议 - market.py: 新增4个外部因素API端点 - trades.py: 交易路由更新算法文档重构: - 章节重排: 技术面(二三)→外部因素(四)→买卖决策(五)→数据源(六)→性能(七) - 架构图更新为五层，标注章节对应 - 5.1/5.2标注纯技术面，5.3整合外部因素修正推荐
2026-07-17 23:50:42 +08:00
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+"""
+综合评分引擎 — 整合所有影响因素到统一评分体系
+
+将技术面（基础50%+）与外部因素（加减分项）整合为最终评分。
+
+权重分配：
+- 技术面评分（compute_deep_analysis 原始分）：基础分（0-100）
+- P0 资金面：±20
+- P1 市场情绪：±10
+- P2 北向资金：±10
+- P3 美股外盘：±10
+- P4 大宗商品：±5
+- P5 公告/异动：±15
+- P6 政策面：±10
+- P7 汇率：±3
+
+最终评分 = 技术面基础分 + 外部因素加减分（上限100，下限0）
+"""
+import logging
+
+logger = logging.getLogger(__name__)
+
+
+def compute_comprehensive_score(stock_code, stock_name, technical_score, df=None):
+    """
+    综合评分引擎 — 整合技术面和所有外部因素
+
+    参数:
+        stock_code: 股票代码
+        stock_name: 股票名称
+        technical_score: float — 技术面基础评分（0-100，来自 compute_deep_analysis）
+        df: K线DataFrame（用于异动检测，可选）
+
+    返回:
+        dict: {
+            'technical_score': float,    # 技术面基础分
+            'external_score': int,       # 外部因素总加减分
+            'final_score': int,          # 最终综合评分（0-100）
+            'verdict': str,              # 最终评级
+            'factors': dict,             # 各因素详细数据
+            'all_reasons': list,         # 所有评分原因
+            'summary': str,              # 综合白话总结
+        }
+    """
+    factors = {}
+    all_reasons = []
+    external_score = 0
+    summaries = []
+
+    # ---- P0: 主力资金进出 ----
+    try:
+        from services.fund_flow_analyzer import analyze_fund_flow
+        fund_result = analyze_fund_flow(stock_code, days=5)
+        factors['fund_flow'] = fund_result
+        external_score += fund_result.get('score', 0)
+        all_reasons.extend(fund_result.get('reasons', []))
+        s = fund_result.get('summary', '')
+        if s and '暂无' not in s:
+            summaries.append(f'资金面：{s}')
+    except Exception as e:
+        logger.warning(f"P0资金面分析失败: {e}")
+        factors['fund_flow'] = {'score': 0, 'summary': '分析失败', 'reasons': []}
+
+    # ---- P1: 市场情绪指标 ----
+    try:
+        from services.market_sentiment import calc_market_sentiment
+        sentiment_result = calc_market_sentiment()
+        factors['market_sentiment'] = sentiment_result
+        external_score += sentiment_result.get('score', 0)
+        all_reasons.extend(sentiment_result.get('reasons', []))
+        s = sentiment_result.get('sentiment', '')
+        if s and '无数据' not in s:
+            summaries.append(f'市场情绪：{s}（涨跌停{sentiment_result.get("limit_up_count",0)}:{sentiment_result.get("limit_down_count",0)}）')
+    except Exception as e:
+        logger.warning(f"P1市场情绪分析失败: {e}")
+        factors['market_sentiment'] = {'score': 0, 'summary': '分析失败', 'reasons': []}
+
+    # ---- P2/P3/P4/P7: 外部因素（北向/美股/商品/汇率）----
+    try:
+        from services.external_factors import get_all_external_factors
+        ext_result = get_all_external_factors()
+        factors['external'] = ext_result
+        external_score += ext_result.get('total_score', 0)
+        all_reasons.extend(ext_result.get('all_reasons', []))
+        s = ext_result.get('summary', '')
+        if s:
+            summaries.append(s)
+    except Exception as e:
+        logger.warning(f"P2-P7外部因素分析失败: {e}")
+        factors['external'] = {'total_score': 0, 'summary': '分析失败', 'all_reasons': []}
+
+    # ---- P5/P6: 公告/异动/政策 ----
+    try:
+        from services.news_analyzer import analyze_news_factors
+        news_result = analyze_news_factors(stock_code, stock_name, df)
+        factors['news'] = news_result
+        external_score += news_result.get('total_score', 0)
+        all_reasons.extend(news_result.get('all_reasons', []))
+        s = news_result.get('summary', '')
+        if s:
+            summaries.append(s)
+    except Exception as e:
+        logger.warning(f"P5/P6消息面分析失败: {e}")
+        factors['news'] = {'total_score': 0, 'summary': '分析失败', 'all_reasons': []}
+
+    # ---- 最终评分 ----
+    # 外部因素加减分上限：±40（避免喧宾夺主）
+    external_score = max(-40, min(40, external_score))
+    final_score = max(0, min(100, int(technical_score + external_score)))
+
+    # 最终评级
+    if final_score >= 80:
+        verdict = '强烈看多'
+    elif final_score >= 65:
+        verdict = '看多'
+    elif final_score >= 50:
+        verdict = '中性偏多'
+    elif final_score >= 35:
+        verdict = '中性偏空'
+    else:
+        verdict = '看空'
+
+    # 综合总结
+    summary = ' | '.join(summaries) if summaries else '暂无外部因素数据'
+
+    return {
+        'technical_score': round(technical_score, 0),
+        'external_score': external_score,
+        'final_score': final_score,
+        'verdict': verdict,
+        'factors': factors,
+        'all_reasons': all_reasons,
+        'summary': summary,
+    }