Import 9 alphaear finance skills
- alphaear-deepear-lite: DeepEar Lite API integration - alphaear-logic-visualizer: Draw.io XML finance diagrams - alphaear-news: Real-time finance news (10+ sources) - alphaear-predictor: Kronos time-series forecasting - alphaear-reporter: Professional financial reports - alphaear-search: Web search + local RAG - alphaear-sentiment: FinBERT/LLM sentiment analysis - alphaear-signal-tracker: Signal evolution tracking - alphaear-stock: A-Share/HK/US stock data Updates: - All scripts updated to use universal .env path - Added JINA_API_KEY, LLM_*, DEEPSEEK_API_KEY to .env.example - Updated load_dotenv() to use ~/.config/opencode/.env
This commit is contained in:
Kunthawat Greethong
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skills/alphaear-reporter/scripts/utils/sentiment_tools.py
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skills/alphaear-reporter/scripts/utils/sentiment_tools.py
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import os
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from typing import Dict, List, Union, Optional
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import json
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from loguru import logger
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from agno.agent import Agent
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from .llm.factory import get_model
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from .database_manager import DatabaseManager
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# 从环境变量读取默认情绪分析模式
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DEFAULT_SENTIMENT_MODE = os.getenv("SENTIMENT_MODE", "auto") # auto, bert, llm
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class SentimentTools:
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"""
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情绪分析工具 - 支持 LLM 和 BERT 两种模式
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模式说明:
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- "auto": 自动选择，优先使用 BERT（速度快），不可用时回退到 LLM
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- "bert": 强制使用 BERT 模型（需要 transformers 库）
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- "llm": 强制使用 LLM（更准确但较慢）
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可通过环境变量 SENTIMENT_MODE 设置默认模式。
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"""
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def __init__(self, db: DatabaseManager, mode: Optional[str] = None,
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model_provider: str = "openai", model_id: str = "gpt-4o"):
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"""
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初始化情绪分析工具。
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Args:
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db: 数据库管理器实例
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mode: 分析模式，可选 "auto", "bert", "llm"。None 则使用环境变量默认值。
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model_provider: LLM 提供商，如 "openai", "ust", "deepseek"
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model_id: 模型标识符
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"""
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self.db = db
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self.mode = mode or DEFAULT_SENTIMENT_MODE
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self.llm_model = None
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self.bert_pipeline = None
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# Initialize LLM
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try:
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provider = "ust" if os.getenv("UST_KEY_API") else model_provider
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m_id = "Qwen" if provider == "ust" else model_id
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self.llm_model = get_model(provider, m_id)
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except Exception as e:
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logger.warning(f"LLM initialization skipped: {e}")
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# Initialize BERT if needed
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if self.mode in ["bert", "auto"]:
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try:
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from transformers import pipeline, AutoTokenizer, AutoModelForSequenceClassification
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from transformers.utils import logging as transformers_logging
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transformers_logging.set_verbosity_error() # 减少冗余日志
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bert_model = os.getenv("BERT_SENTIMENT_MODEL", "uer/roberta-base-finetuned-chinanews-chinese")
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# 优先使用本地缓存
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try:
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tokenizer = AutoTokenizer.from_pretrained(bert_model, local_files_only=True)
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model = AutoModelForSequenceClassification.from_pretrained(bert_model, local_files_only=True)
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self.bert_pipeline = pipeline(
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"sentiment-analysis",
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model=model,
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tokenizer=tokenizer,
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device=-1
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)
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logger.info(f"✅ BERT pipeline loaded from local cache: {bert_model}")
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except (OSError, ValueError, ImportError):
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# 本地没有，则从网络下载
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logger.info(f"📡 Downloading BERT model: {bert_model}...")
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tokenizer = AutoTokenizer.from_pretrained(bert_model)
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model = AutoModelForSequenceClassification.from_pretrained(bert_model)
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self.bert_pipeline = pipeline(
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"sentiment-analysis",
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model=model,
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tokenizer=tokenizer,
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device=-1
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)
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logger.info(f"✅ BERT Sentiment pipeline ({bert_model}) initialized.")
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except ImportError:
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logger.warning("Transformers library not installed. BERT sentiment analysis disabled.")
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except Exception as e:
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if self.mode == "bert":
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logger.error(f"BERT mode requested but failed: {e}")
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else:
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logger.warning(f"BERT unavailable, using LLM only. Error: {e}")
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self.bert_pipeline = None
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def analyze_sentiment(self, text: str) -> Dict[str, Union[float, str]]:
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"""
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分析文本的情绪极性。根据初始化时的 mode 自动选择分析方法。
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Args:
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text: 需要分析的文本内容，如新闻标题或摘要。
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Returns:
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包含以下字段的字典:
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- score: 情绪分值，范围 -1.0（极度负面）到 1.0（极度正面），0.0 为中性
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- label: 情绪标签，"positive"/"negative"/"neutral"
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- reason: 分析理由（仅 LLM 模式提供详细理由）
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"""
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if self.mode == "bert" and self.bert_pipeline:
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results = self.analyze_sentiment_bert([text])
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return results[0] if results else {"score": 0.0, "label": "error"}
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elif self.mode == "llm" or (self.mode == "auto" and not self.bert_pipeline):
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return self.analyze_sentiment_llm(text)
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else:
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# auto mode with BERT available
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results = self.analyze_sentiment_bert([text])
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return results[0] if results else {"score": 0.0, "label": "error"}
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def analyze_sentiment_llm(self, text: str) -> Dict[str, Union[float, str]]:
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"""
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使用 LLM 进行深度情绪分析，可获得详细的分析理由。
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Args:
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text: 需要分析的文本，最多处理前 1000 字符。
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Returns:
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包含 score, label, reason 的字典。
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"""
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if not self.llm_model:
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return {"score": 0.0, "label": "neutral", "error": "LLM not initialized"}
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analyzer = Agent(model=self.llm_model, markdown=True)
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prompt = f"""请分析以下金融/新闻文本的情绪极性。
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返回严格的 JSON 格式:
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{{"score": <float: -1.0到1.0>, "label": "<positive/negative/neutral>", "reason": "<简短理由>"}}
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文本: {text[:1000]}"""
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try:
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response = analyzer.run(prompt)
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content = response.content
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if "```json" in content:
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content = content.split("```json")[1].split("```")[0].strip()
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elif "```" in content:
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content = content.split("```")[1].split("```")[0].strip()
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return json.loads(content)
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except Exception as e:
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logger.error(f"LLM sentiment failed: {e}")
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return {"score": 0.0, "label": "error", "reason": str(e)}
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def analyze_sentiment_bert(self, texts: List[str]) -> List[Dict]:
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"""
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使用 BERT 进行批量高速情绪分析。
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Args:
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texts: 需要分析的文本列表。
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Returns:
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与输入列表等长的分析结果列表。
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"""
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if not self.bert_pipeline:
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return [{"score": 0.0, "label": "error", "reason": "BERT not available"}] * len(texts)
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try:
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results = self.bert_pipeline(texts, truncation=True, max_length=512)
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processed = []
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for r in results:
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label = r['label'].lower()
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score = r['score']
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# 标准化不同模型的标签格式
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if 'negative' in label or 'neg' in label:
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score = -score
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elif 'neutral' in label or 'neu' in label:
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score = 0.0
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processed.append({
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"score": float(round(score, 3)),
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"label": "positive" if score > 0.1 else ("negative" if score < -0.1 else "neutral"),
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"reason": "BERT automated analysis"
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})
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return processed
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except Exception as e:
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logger.error(f"BERT analysis failed: {e}")
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return [{"score": 0.0, "label": "error", "reason": str(e)}] * len(texts)
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def batch_update_news_sentiment(self, source: Optional[str] = None, limit: int = 50, use_bert: Optional[bool] = None):
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"""
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批量更新数据库中新闻的情绪分数。
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Args:
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source: 筛选特定新闻源，如 "wallstreetcn"。None 则处理所有来源。
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limit: 最多处理的新闻数量。
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use_bert: 是否使用 BERT。None 则根据初始化模式自动决定。
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Returns:
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成功更新的新闻数量。
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"""
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news_items = self.db.get_daily_news(source=source, limit=limit)
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to_analyze = [item for item in news_items if not item.get('sentiment_score')]
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if not to_analyze:
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return 0
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# 决定使用哪种方法
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should_use_bert = use_bert if use_bert is not None else (self.bert_pipeline is not None and self.mode != "llm")
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updated_count = 0
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cursor = self.db.conn.cursor()
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if should_use_bert and self.bert_pipeline:
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logger.info(f"🚀 Using BERT for batch analysis of {len(to_analyze)} items...")
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titles = [item['title'] for item in to_analyze]
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results = self.analyze_sentiment_bert(titles)
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for item, analysis in zip(to_analyze, results):
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cursor.execute("""
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UPDATE daily_news
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SET sentiment_score = ?, meta_data = json_set(COALESCE(meta_data, '{}'), '$.sentiment_reason', ?)
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WHERE id = ?
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""", (analysis['score'], analysis['reason'], item['id']))
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updated_count += 1
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else:
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logger.info(f"🚶 Using LLM for analysis of {len(to_analyze)} items...")
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for item in to_analyze:
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analysis = self.analyze_sentiment_llm(item['title'])
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cursor.execute("""
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UPDATE daily_news
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SET sentiment_score = ?, meta_data = json_set(COALESCE(meta_data, '{}'), '$.sentiment_reason', ?)
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WHERE id = ?
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""", (analysis.get('score', 0.0), analysis.get('reason', ''), item['id']))
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updated_count += 1
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self.db.conn.commit()
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return updated_count
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