313 lines
14 KiB
JavaScript
313 lines
14 KiB
JavaScript
// AI 整理公司研究為固定 JSON 結構（產業鏈、簡介、管理層動態、新聞摘要）
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import { callAI, extractJSONObject } from './ai-client.js';
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import { getCompanyIntelEnriched, saveCompanyIntelEnriched } from './db.js';
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import { computeNextPublicRefresh, shouldRunIntelSync, intelRefreshPolicy } from './companyintel-refresh.js';
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import { localizeOfficer, sanitizeOfficers } from './companyintel-i18n.js';
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import {
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mergeNewsIntoChain, finalizeIndustryChain, mergeEnrichedChain, layoutPeersIntoGrid, ensureDownstreamBuyers,
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} from './companyintel-chain.js';
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const ENRICH_SCHEMA = `{
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"profileZh": {
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"description": "80-220字繁體中文公司簡介",
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"businessModel": "一句話商業模式"
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},
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"industryChain": {
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"upstream": [{ "label": "環節名稱", "entities": ["供應商公司名或代號"], "note": "15字內；標 10-K、新聞、AI" }],
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"downstream": [{ "label": "客戶類型", "entities": ["購買標的公司產品／服務的公司名或代號"], "note": "15字內；說明為何是客戶" }],
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"peers": ["同業代號大寫；台股如2330.TW"]
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},
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"managementBrief": [
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{ "date": "YYYY-MM-DD", "headline": "標題", "summary": "2-3句繁中", "impact": "positive|neutral|negative", "source": "來源名" }
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],
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"newsHighlights": [
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{ "region": "tw|global", "titleZh": "繁中標題", "summaryZh": "一句摘要", "url": "原文連結", "publisher": "媒體" }
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]
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}`;
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function heuristicChain(symbol, bundle, profile = {}) {
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const hints = bundle.hints || {};
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const ext = bundle.profileExt || {};
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const industry = `${ext.industry || ''} ${ext.sector || profile.industry || ''}`.toLowerCase();
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const upstream = (hints.suppliers || []).slice(0, 12).map(s => ({ label: '供應商', entities: [s], note: '10-K' }));
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const downstream = (hints.customers || []).slice(0, 12).map(s => ({ label: '購買方（10-K）', entities: [s], note: 'SEC 10-K' }));
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const peers = [...new Set([...(ext.peers || []), ...(hints.competitors || [])])].filter(p => p !== symbol).slice(0, 10);
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if (!upstream.length) {
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if (/semiconductor|chip/i.test(industry)) {
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upstream.push(
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{ label: 'EDA／IP', entities: ['Synopsys', 'Cadence'], note: '' },
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{ label: '晶圓代工', entities: ['TSMC', 'Samsung'], note: '' },
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{ label: '封裝測試', entities: ['ASE', 'Amkor'], note: '' },
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);
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}
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}
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if (!downstream.length && !/semiconductor|chip/i.test(industry)) {
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/* 非半導體不填泛稱下游 */
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}
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let chain = {
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upstream: upstream.length ? upstream : [{ label: '上游供應', entities: ['原物料／設備／服務商'], note: '待查證' }],
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downstream: downstream.length ? downstream : [{ label: '下游客戶', entities: ['待查證'], note: '按強制更新由 AI 整理' }],
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peers,
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};
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const news = [...(bundle.newsTw || []), ...(bundle.newsGlobal || [])];
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chain = mergeNewsIntoChain(chain, news, symbol);
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return ensureDownstreamBuyers(finalizeIndustryChain(chain, symbol), symbol, profile);
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}
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function fallbackManagementBrief(bundle) {
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return (bundle.managementNewsRaw || []).slice(0, 6).map(n => ({
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date: n.created || null,
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headline: n.titleZh || n.title || '',
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summary: (n.descriptionZh || n.description || '').slice(0, 180),
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impact: 'neutral',
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source: n.publisher || n.source || '',
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url: n.url || null,
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}));
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}
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function normalizeEnriched(parsed, symbol, bundle, profile) {
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const chain = parsed?.industryChain || heuristicChain(symbol, bundle, profile);
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const upDetail = (chain.upstream || []).some(g => g?.entities)
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? chain.upstream
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: (chain.upstreamDetail || []);
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const downDetail = (chain.downstream || []).some(g => g?.entities)
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? chain.downstream
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: (chain.downstreamDetail || []);
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const flatUpstream = upDetail.flatMap(u => (u.entities || []).map(e => String(typeof e === 'object' ? e.name : e)));
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const flatDownstream = downDetail.flatMap(d => (d.entities || []).map(e => String(typeof e === 'object' ? e.name : e)));
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const mgmt = (parsed?.managementBrief || []).length ? parsed.managementBrief : fallbackManagementBrief(bundle);
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return {
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profileZh: parsed?.profileZh || {
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description: bundle.profileExt?.longBusinessSummary?.slice(0, 400) || bundle.hints?.excerpt?.slice(0, 400) || '',
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businessModel: bundle.profileExt?.industry || '',
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},
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industryChain: finalizeIndustryChain({
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upstream: flatUpstream.slice(0, 12),
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downstream: flatDownstream.slice(0, 12),
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peers: (chain.peers || []).map(s => String(s).toUpperCase()).filter(Boolean).slice(0, 12),
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upstreamFlat: flatUpstream.slice(0, 12),
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downstreamFlat: flatDownstream.slice(0, 12),
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upstreamDetail: upDetail,
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downstreamDetail: downDetail,
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}, symbol),
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managementBrief: mgmt.slice(0, 8).map(m => ({
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date: m.date || null,
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headline: m.headline || '',
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summary: m.summary || '',
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impact: m.impact || 'neutral',
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source: m.source || '',
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url: m.url || null,
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})),
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newsHighlights: (parsed?.newsHighlights || []).slice(0, 16),
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enrichedAt: new Date().toISOString(),
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aiUsed: !!parsed?._aiUsed,
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provider: parsed?._provider || null,
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};
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}
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function buildForceEnrichPrompt(symbol, profile = {}) {
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const name = profile.name || profile.companyName || symbol;
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const industry = profile.industry || profile.sector || '';
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return [
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`【強制更新】標的：${symbol}（${name}）${industry ? `，產業：${industry}` : ''}`,
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'請依固定 JSON 結構輸出（不要 midstream；頁面只顯示上游、下游兩欄）。',
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`upstream：2～5 組供應商；每組 entities 為 2～6 個具體公司名或股票代號（美股 1-5 字大寫；台股 2330.TW）。`,
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`downstream：2～4 組「誰購買 ${symbol} 的產品或服務」；必須具名客戶（公司名或代號），禁止只寫終端客戶、企業客戶、通路等泛稱；優先採用 10-K customers 與新聞中的買方。`,
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/NVDA|AMD/i.test(symbol)
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? 'GPU 範例下游：DELL、HPE、SMCI（AI 伺服器 OEM，採購 GPU 組裝再銷售）、MSFT、AMZN、GOOGL、META（雲端部署）；同業 AMD 放 peers 勿放 downstream。'
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: null,
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'peers：3～8 個同業代號。',
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'每個 downstream 的 note 用 15 字內說明客戶與標的公司的關係（如雲端採購 GPU、OEM 採購晶片）。',
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'資料僅能來自提供的原始摘要；沒有依據則該組 entities 填「待查證」。',
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].join('\n');
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}
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export async function enrichWithAI(symbol, bundle, profile = {}, { force = false } = {}) {
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const compact = {
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symbol,
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sector: bundle.profileExt?.sector,
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industry: bundle.profileExt?.industry,
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summary: bundle.profileExt?.longBusinessSummary?.slice(0, 1200),
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tenK: {
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excerpt: bundle.hints?.excerpt?.slice(0, 1500),
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customers: bundle.hints?.customers,
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suppliers: bundle.hints?.suppliers,
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competitors: bundle.hints?.competitors,
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},
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headlines8k: (bundle.headlines8k || []).slice(0, 6),
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managementNews: (bundle.managementNewsRaw || []).slice(0, 8).map(n => ({
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title: n.title, publisher: n.publisher, created: n.created, url: n.url,
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})),
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newsTw: (bundle.newsTw || []).slice(0, 10).map(n => ({
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title: n.title, publisher: n.publisher, url: n.url,
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summary: (n.description || n.descriptionZh || '').slice(0, 200),
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})),
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newsGlobal: (bundle.newsGlobal || []).slice(0, 10).map(n => ({
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title: n.title, publisher: n.publisher, url: n.url,
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summary: (n.description || n.descriptionZh || '').slice(0, 200),
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})),
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};
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const system = force
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? [
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'你是股票研究資料編輯。只輸出一段合法 JSON，不要 markdown，不要解釋。',
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'產業鏈僅 upstream（供應商）與 downstream（購買標的公司產品／服務的客戶），不要 midstream。',
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'downstream 是本次重點：具名買方公司或代號，結構穩定以利網頁兩欄顯示。',
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'managementBrief 3-6 則；newsHighlights 6-10 則，region 為 tw 或 global。',
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].join('\n')
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: [
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'你是股票研究資料編輯。只輸出一段合法 JSON，不要 markdown，不要解釋。',
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'資料來自公開來源摘要，不可捏造未出現的公司名；不確定處用「待查證」。',
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'upstream＝供應商；downstream＝購買標的公司產品／服務的客戶；不可只寫泛稱。',
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'不要輸出 midstream。entities 盡量用可交易代號；note 標 10-K、新聞、AI。',
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'managementBrief 只收經營層、治理、策略、併購、指引相關 3-6 則。',
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'newsHighlights 從新聞挑選 6-10 則，region 為 tw 或 global。',
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].join('\n');
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const task = force ? buildForceEnrichPrompt(symbol, { ...profile, ...bundle.profileExt }) : `股票代號 ${symbol}。請整理產業鏈與新聞。`;
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const user = `${task}\n\nJSON 結構：\n${ENRICH_SCHEMA}\n\n原始資料：\n${JSON.stringify(compact, null, 2)}`;
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const ai = await callAI({ system, user, temperature: 0.1 });
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if (!ai.ok) {
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return { data: normalizeEnriched(null, symbol, bundle, profile), aiError: ai.error };
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}
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const parsed = extractJSONObject(ai.text);
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if (!parsed) {
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return { data: normalizeEnriched(null, symbol, bundle, profile), aiError: 'json_parse_failed' };
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}
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parsed._aiUsed = true;
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parsed._provider = ai.providerId;
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return { data: normalizeEnriched(parsed, symbol, bundle, profile), aiError: null };
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}
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export async function syncCompanyIntelEnriched(symbol, profile = {}, { force = false, useAI = true, management = null } = {}) {
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symbol = String(symbol || '').trim().toUpperCase();
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const existing = getCompanyIntelEnriched(symbol);
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const gate = shouldRunIntelSync(existing, { force });
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if (!gate.run) {
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return {
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symbol,
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skipped: true,
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enriched: existing?.data,
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sources: existing?.sources || [],
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skipReason: gate.skipReason,
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nextRefreshAfter: gate.nextRefreshAfter,
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};
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}
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const { gatherIntelSources } = await import('./companyintel-sources.js');
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const bundle = await gatherIntelSources(symbol, profile);
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const sources = ['Yahoo', 'SEC 10-K', 'Google 新聞 TW', 'Google 新聞 EN', 'Nasdaq', 'Yahoo Finance'];
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let enriched;
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let aiError = null;
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if (useAI) {
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const r = await enrichWithAI(symbol, bundle, profile, { force });
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enriched = r.data;
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aiError = r.aiError;
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if (aiError) sources.push(`AI 略過（${aiError}）`);
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else sources.push(`AI ${enriched.provider || 'active'}`);
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} else {
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enriched = normalizeEnriched(null, symbol, bundle, profile);
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}
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const pub = await computeNextPublicRefresh(symbol);
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enriched.rawBundleAt = bundle.gatheredAt;
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enriched.sources = sources;
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enriched.enrichedAt = new Date().toISOString();
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enriched.lastSyncAt = Date.now();
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enriched.chainLayout = 'upstream_downstream_v2';
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if (force) enriched.forceRefreshAt = enriched.enrichedAt;
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enriched.nextRefreshAfter = pub.nextRefreshAfter;
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enriched.nextPublicLabel = pub.nextPublicLabel;
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enriched.nextPublicDate = pub.nextPublicDate;
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if (management?.officers?.length) {
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enriched.officers = management.officers;
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enriched.managementSource = management.source || null;
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}
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const newsAll = [...(bundle.newsTw || []), ...(bundle.newsGlobal || [])];
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enriched.industryChain = ensureDownstreamBuyers(
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layoutPeersIntoGrid(
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mergeNewsIntoChain(
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finalizeIndustryChain(enriched.industryChain || {}, symbol),
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newsAll,
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symbol,
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),
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symbol,
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),
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symbol,
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profile,
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);
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saveCompanyIntelEnriched(symbol, enriched, sources);
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return {
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symbol, skipped: false, enriched, bundle, sources, aiError,
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nextRefreshAfter: pub.nextRefreshAfter,
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nextPublicLabel: pub.nextPublicLabel,
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};
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}
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export function applyEnrichedToIntel(intel, enriched) {
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if (!enriched) return intel;
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const chain = enriched.industryChain || {};
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const newsTw = (intel.newsTw || []).length ? intel.newsTw : (intel.news || []).filter(n => n.region === 'tw');
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const newsGlobal = (intel.newsGlobal || []).length ? intel.newsGlobal : (intel.news || []).filter(n => n.region === 'global');
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const highlights = enriched.newsHighlights || [];
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const hlTw = highlights.filter(h => h.region === 'tw').map(h => ({
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title: h.titleZh, titleZh: h.titleZh, descriptionZh: h.summaryZh, description: h.summaryZh,
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url: h.url, publisher: h.publisher, region: 'tw', source: 'AI 精選',
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}));
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const hlGl = highlights.filter(h => h.region === 'global').map(h => ({
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title: h.titleZh, titleZh: h.titleZh, descriptionZh: h.summaryZh, description: h.summaryZh,
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url: h.url, publisher: h.publisher, region: 'global', source: 'AI 精選',
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}));
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return {
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...intel,
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profileZh: enriched.profileZh || intel.profileZh,
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industryChain: ensureDownstreamBuyers(
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mergeNewsIntoChain(
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mergeEnrichedChain(intel.industryChain, enriched.industryChain, intel.symbol),
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[...newsTw, ...newsGlobal],
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intel.symbol,
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),
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intel.symbol,
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intel.profile || {},
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),
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managementBrief: enriched.managementBrief || [],
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management: (() => {
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const off = sanitizeOfficers(enriched.officers);
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if (!off.length) return intel.management;
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return {
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...(intel.management || {}),
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officers: off.map(localizeOfficer),
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source: enriched.managementSource || intel.management?.source,
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};
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})(),
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newsTw: [...hlTw, ...newsTw].slice(0, 14),
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newsGlobal: [...hlGl, ...newsGlobal].slice(0, 14),
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news: [...newsTw, ...newsGlobal].slice(0, 20),
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enrichedAt: enriched.enrichedAt || (enriched.lastSyncAt ? new Date(enriched.lastSyncAt).toISOString() : null),
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enrichSources: enriched.sources || [],
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aiEnriched: !!enriched.aiUsed,
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chainLayout: enriched.chainLayout || 'upstream_downstream_v2',
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nextRefreshAfter: enriched.nextRefreshAfter || null,
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nextPublicLabel: enriched.nextPublicLabel || null,
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needsSync: false,
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};
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}
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export function attachIntelSyncStatus(intel, symbol) {
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const row = getCompanyIntelEnriched(symbol);
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const gate = intelRefreshPolicy(row);
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return {
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...intel,
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needsSync: gate.needsSync,
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nextRefreshAfter: gate.nextRefreshAfter || intel.nextRefreshAfter,
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nextPublicLabel: gate.nextPublicLabel || intel.nextPublicLabel,
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syncSkipReason: gate.skipReason,
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lastSyncAt: gate.lastSyncAt || intel.enrichedAt,
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};
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}
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