增加了现金流量表初次导入的模块。

quantitative_data/importer.py

@@ -1058,6 +1058,75 @@ def import_cashflow_batch(
     return success
 
 
+def import_cashflow_initial(
+    start_date: str = "2010-01-01",
+    end_date: str = "2015-12-31",
+    sleep_interval: float = 0.3,
+) -> int:
+    """
+    首次批量导入现金流量表 (cashflow) - 按报告期全市场循环导入
+    - 自动生成 start_date ~ end_date 范围内的所有季度报告期 (0331/0630/0930/1231)
+    - 每个报告期调用一次 cashflow_vip(period=...) 一次性拉取全市场数据
+    - 适用于首次初始化导入；后续增量/修补请用 import_cashflow(period=...) 或 import_cashflow_batch
+
+    示例:
+        import_cashflow_initial(start_date="2010-01-01", end_date="2015-12-31")
+        内部循环调用: pro.cashflow_vip(period='20100331'), pro.cashflow_vip(period='20100630'), ...,
+                       pro.cashflow_vip(period='20151231')，共 24 个报告期
+
+    返回: 累计导入的记录数
+    """
+    # 解析年份范围 (支持 "2010-01-01" / "20100101" / "2010" 等格式)
+    start_compact = str(start_date).replace("-", "")
+    end_compact = str(end_date).replace("-", "")
+    start_year = int(start_compact[:4])
+    end_year = int(end_compact[:4])
+
+    # 自动生成所有季度报告期 (YYYYMMDD)
+    periods = []
+    for year in range(start_year, end_year + 1):
+        for month_day in ["0331", "0630", "0930", "1231"]:
+            period_str = f"{year}{month_day}"
+            # 过滤掉首尾年份中超出日期范围的报告期
+            if period_str < start_compact or period_str > end_compact:
+                continue
+            periods.append(period_str)
+
+    if not periods:
+        logger.warning(f"  日期范围 {start_date} ~ {end_date} 内无报告期")
+        return 0
+
+    total = len(periods)
+    logger.info("=" * 60)
+    logger.info(
+        f"[6.3] 首次批量导入现金流量表 (cashflow_vip 按报告期): "
+        f"{start_date} ~ {end_date}"
+    )
+    logger.info(f"  共 {total} 个报告期: {periods[0]} ~ {periods[-1]}")
+
+    conn = get_pg_connection()
+    success = 0
+    fail_list = []
+    for i, period in enumerate(periods, 1):
+        try:
+            n = import_cashflow(period=period, conn=conn)
+            success += n
+        except Exception as e:
+            logger.warning(f"  [{period}] 现金流量表导入失败: {e}")
+            fail_list.append(period)
+            conn.rollback()
+
+        if i % 5 == 0 or i == total:
+            logger.info(f"  进度: {i}/{total}, 累计导入 {success} 条")
+        time.sleep(sleep_interval)
+
+    conn.close()
+    logger.info(f"  首次现金流量表批量导入完成: 成功 {success} 条")
+    if fail_list:
+        logger.warning(f"  失败报告期({len(fail_list)}): {fail_list}")
+    return success
+
+
 # ============================================================
 # 7. 导入指数日线行情
 # ============================================================

quantitative_data/数据批量导入.ipynb

@@ -94,6 +94,7 @@
     "    import_financial_statements,\n",
     "    import_cashflow,\n",
     "    import_cashflow_batch,\n",
+    "    import_cashflow_initial,\n",
     "    import_index_daily,\n",
     "    get_all_stock_codes,\n",
     "    get_stock_codes_from_db,\n",
@@ -525,11 +526,38 @@
     "cell_type": "markdown",
     "metadata": {},
     "source": [
-     "### 7.1 单独导入现金流量表 (cashflow_vip VIP 接口)\n",
+    "### 7.1 单独导入现金流量表 (cashflow_vip VIP 接口)\n",
+    "\n",
+    "`import_cashflow` 使用 Tushare VIP 接口 `cashflow_vip`，支持两种方式：\n",
+    "- 按报告期全市场导入: `import_cashflow(period=\"20181231\")`，对应示例 `df2 = pro.cashflow_vip(period='20181231', fields='')`\n",
+    "- 按股票导入: `import_cashflow(ts_code=\"000001.SZ\", start_date=..., end_date=...)`，或批量 `import_cashflow_batch(stock_list, ...)`"
+   ]
+  },
+   {
+    "cell_type": "markdown",
+    "metadata": {},
+    "source": [
+     "#### 方式A2: 首次批量导入 (推荐初始化数据)\n",
      "\n",
-     "`import_cashflow` 使用 Tushare VIP 接口 `cashflow_vip`，支持两种方式：\n",
+     "`import_cashflow_initial` 自动生成日期范围内的所有季度报告期 (0331/0630/0930/1231)，\n",
-     "- 按报告期全市场导入: `import_cashflow(period=\"20181231\")`，对应示例 `df2 = pro.cashflow_vip(period='20181231', fields='')`\n",
+     "每个报告期调用一次 `cashflow_vip(period=...)` 一次拉取全市场数据。\n",
-     "- 按股票导入: `import_cashflow(ts_code=\"000001.SZ\", start_date=..., end_date=...)`，或批量 `import_cashflow_batch(stock_list, ...)`"
+     "\n",
+     "以下示例一次导入 **2010年1月1日 ~ 2015年12月31日** 共 24 个报告期的所有上市公司现金流量表数据。"
+    ]
+   },
+   {
+    "cell_type": "code",
+    "execution_count": null,
+    "metadata": {},
+    "outputs": [],
+    "source": [
+     "# 首次批量导入: 一次导入 2010-01-01 到 2015-12-31 的所有上市公司现金流量表\n",
+     "# 自动循环 24 个季度报告期 (20100331 ~ 20151231)，每个报告期拉取全市场数据\n",
+     "import_cashflow_initial(\n",
+     "    start_date=\"2010-01-01\",\n",
+     "    end_date=\"2015-12-31\",\n",
+     "    sleep_interval=0.3,\n",
+     ")"
     ]
    },
    {