fix:删除了7.1单独导入现金流量表模块，先前误将moneyflow（资金流向表）当成了现金流量表。“

quantitative_data/importer.py

@@ -766,6 +766,179 @@ def import_daily_basic_by_date(
     logger.info("  每日指标导入完成")
 
 
+# ============================================================
+# 4.1 导入资金流向 (moneyflow)
+# ============================================================
+
+def import_moneyflow(
+    ts_code: Optional[str] = None,
+    trade_date: Optional[str] = None,
+    start_date: Optional[str] = None,
+    end_date: Optional[str] = None,
+    conn=None,
+) -> int:
+    """
+    导入个股资金流向 (moneyflow)
+    Tushare: moneyflow
+
+    调用方式 (互斥，按优先级生效):
+    1. 按单日全市场导入 (推荐，一次拉取全市场):
+         import_moneyflow(trade_date="2026-08-14")
+         对应示例: pro.moneyflow(trade_date='20260814')
+    2. 按单只股票导入:
+         import_moneyflow(ts_code="000001.SZ", start_date="2026-01-01", end_date="2026-08-14")
+         对应示例: pro.moneyflow(ts_code='000001.SZ', start_date='20260101', end_date='20260814')
+    3. 按交易日批量全市场导入请配合 import_moneyflow_by_date 使用
+
+    返回: 导入的记录数
+    """
+    pro = get_ts_pro()
+    own_conn = conn is None
+    if own_conn:
+        conn = get_pg_connection()
+
+    log_desc = ""
+    try:
+        # ---- 构建 moneyflow 请求参数 ----
+        kwargs = {}
+        if trade_date:
+            # 按单日 (全市场)
+            kwargs["trade_date"] = str(trade_date).replace("-", "")
+            log_desc = f"交易日 {kwargs['trade_date']}"
+        elif ts_code:
+            # 按单只股票 (日期范围)
+            if start_date is None:
+                start_date = START_DATE
+            if end_date is None:
+                end_date = END_DATE
+            kwargs["ts_code"] = ts_code
+            kwargs["start_date"] = start_date.replace("-", "")
+            kwargs["end_date"] = end_date.replace("-", "")
+            log_desc = f"{ts_code} ({start_date} ~ {end_date})"
+        else:
+            logger.warning(
+                "  moneyflow: 请指定 trade_date (交易日, 如 '2026-08-14') 或 ts_code (股票代码)"
+            )
+            return 0
+
+        logger.info("=" * 60)
+        logger.info(f"[4.1] 导入资金流向 (moneyflow): {log_desc}")
+
+        def fetch():
+            return pro.moneyflow(**kwargs)
+
+        df = fetch_with_retry(fetch, max_retries=3)
+        if df is None or df.empty:
+            logger.warning(f"  moneyflow ({log_desc}): 未获取到数据")
+            return 0
+
+        df = normalize_columns(df)
+
+        # 转换日期列 (YYYYMMDD -> DATE)
+        if "trade_date" in df.columns:
+            df["trade_date"] = pd.to_datetime(df["trade_date"], format="%Y%m%d", errors="coerce")
+
+        # 数值列安全转换 (NaN -> None)
+        numeric_cols = [
+            "buy_sm_vol", "buy_sm_amount", "sell_sm_vol", "sell_sm_amount",
+            "buy_md_vol", "buy_md_amount", "sell_md_vol", "sell_md_amount",
+            "buy_lg_vol", "buy_lg_amount", "sell_lg_vol", "sell_lg_amount",
+            "buy_elg_vol", "buy_elg_amount", "sell_elg_vol", "sell_elg_amount",
+            "net_mf_vol", "net_mf_amount",
+        ]
+        for col in numeric_cols:
+            if col in df.columns:
+                df[col] = pd.to_numeric(df[col], errors="coerce")
+
+        conflict_cols = ["ts_code", "trade_date"]
+        return batch_insert("moneyflow", df, conn, conflict_cols)
+
+    finally:
+        if own_conn:
+            conn.close()
+
+
+def import_moneyflow_by_date(
+    start_date: Optional[str] = None,
+    end_date: Optional[str] = None,
+    sleep_interval: float = 0.3,
+):
+    """
+    按交易日批量导入资金流向 (全市场)
+    Tushare moneyflow 接口可按交易日获取全市场数据，比较高效
+
+    用法:
+        import_moneyflow_by_date(start_date="2010-01-01", end_date="2025-12-31")
+
+    返回: 失败的交易日列表
+    """
+    if start_date is None:
+        start_date = START_DATE
+    if end_date is None:
+        end_date = END_DATE
+
+    logger.info("=" * 60)
+    logger.info(f"[4.1] 导入资金流向 (moneyflow): {start_date} ~ {end_date}")
+
+    # 获取交易日列表
+    conn = get_pg_connection()
+    try:
+        cursor = conn.cursor()
+        cursor.execute(
+            """
+            SELECT DISTINCT cal_date FROM trade_cal
+            WHERE is_open = 1
+              AND cal_date >= %s AND cal_date <= %s
+            ORDER BY cal_date
+            """,
+            (start_date, end_date),
+        )
+        trade_dates = [row[0].strftime("%Y%m%d") for row in cursor.fetchall()]
+        cursor.close()
+    finally:
+        conn.close()
+
+    total = len(trade_dates)
+    if total == 0:
+        logger.warning(f"  日期范围 {start_date} ~ {end_date} 内无交易日")
+        return []
+
+    logger.info(f"  共 {total} 个交易日")
+
+    conn = get_pg_connection()
+    success_count = 0
+    fail_list = []
+    for i, td in enumerate(trade_dates, 1):
+        try:
+            pro = get_ts_pro()
+
+            def fetch_moneyflow():
+                return pro.moneyflow(trade_date=td)
+
+            df = fetch_with_retry(fetch_moneyflow, max_retries=3)
+            if df is not None and not df.empty:
+                df = normalize_columns(df)
+                if "trade_date" in df.columns:
+                    df["trade_date"] = pd.to_datetime(df["trade_date"], format="%Y%m%d", errors="coerce")
+                conflict_cols = ["ts_code", "trade_date"]
+                batch_insert("moneyflow", df, conn, conflict_cols)
+                success_count += 1
+        except Exception as e:
+            logger.warning(f"  [{td}] 导入失败: {e}")
+            fail_list.append(td)
+            conn.rollback()
+
+        if i % 20 == 0 or i == total:
+            logger.info(f"  进度: {i}/{total} 成功={success_count} 失败={len(fail_list)}")
+        time.sleep(sleep_interval)
+
+    conn.close()
+    logger.info(f"  资金流向导入完成: 成功 {success_count}/{total}")
+    if fail_list:
+        logger.warning(f"  失败日期({len(fail_list)}): {fail_list[:20]}...")
+    return fail_list
+
+
 # ============================================================
 # 5. 导入复权因子
 # ============================================================
@@ -933,200 +1106,6 @@ def import_financial_statements(
     logger.info("  财务数据导入完成")
 
 
-def import_cashflow(
-    ts_code: Optional[str] = None,
-    period: Optional[str] = None,
-    start_date: Optional[str] = None,
-    end_date: Optional[str] = None,
-    conn=None,
-) -> int:
-    """
-    导入现金流量表 (cashflow)
-    Tushare: cashflow_vip (VIP 接口)
-
-    调用方式 (互斥，按优先级生效):
-    1. 按报告期全市场导入 (推荐，调用次数最少，一次拉取全市场某报告期):
-         import_cashflow(period="20181231")
-         对应示例: df2 = pro.cashflow_vip(period='20181231', fields='')
-    2. 按单只股票导入:
-         import_cashflow(ts_code="000001.SZ", start_date="2010-01-01", end_date="2025-12-31")
-    3. 股票批量导入请配合 import_cashflow_batch 使用
-
-    返回: 导入的记录数
-    """
-    pro = get_ts_pro()
-    own_conn = conn is None
-    if own_conn:
-        conn = get_pg_connection()
-
-    log_desc = ""
-    try:
-        # ---- 构建 cashflow_vip 请求参数 ----
-        kwargs = {}
-        if period:
-            # 按报告期 (全市场) 导入，period 形如 20181231 或 2018-12-31
-            kwargs["period"] = str(period).replace("-", "")
-            log_desc = f"报告期 {kwargs['period']}"
-        elif ts_code:
-            # 按单只股票导入 (报告期范围)
-            if start_date is None:
-                start_date = START_DATE
-            if end_date is None:
-                end_date = END_DATE
-            kwargs["ts_code"] = ts_code
-            kwargs["start_date"] = start_date.replace("-", "")
-            kwargs["end_date"] = end_date.replace("-", "")
-            log_desc = f"{ts_code} ({start_date} ~ {end_date})"
-        else:
-            logger.warning(
-                "  cashflow: 请指定 period (报告期, 如 '20241231') 或 ts_code (股票代码)"
-            )
-            return 0
-
-        logger.info("=" * 60)
-        logger.info(f"[6.1] 导入现金流量表 (cashflow_vip): {log_desc}")
-
-        def fetch():
-            return pro.cashflow_vip(**kwargs)
-
-        df = fetch_with_retry(fetch, max_retries=3)
-        if df is None or df.empty:
-            logger.warning(f"  cashflow ({log_desc}): 未获取到数据")
-            return 0
-
-        df = normalize_columns(df)
-
-        # 转换日期列 (YYYYMMDD -> DATE)
-        for col in ["ann_date", "f_ann_date", "end_date"]:
-            if col in df.columns:
-                df[col] = pd.to_datetime(df[col], format="%Y%m%d", errors="coerce")
-
-        conflict_cols = ["ts_code", "end_date", "report_type"]
-        n = batch_insert("cashflow", df, conn, conflict_cols)
-        return n
-
-    finally:
-        if own_conn:
-            conn.close()
-
-
-def import_cashflow_batch(
-    stock_list: List[str],
-    start_date: Optional[str] = None,
-    end_date: Optional[str] = None,
-) -> int:
-    """
-    按股票列表批量导入现金流量表 (cashflow)
-    - 逐只股票调用 cashflow_vip (VIP 接口)
-    - 适用于按股票维度补数据；全市场按报告期请用 import_cashflow(period=...)
-
-    返回: 累计导入的记录数
-    """
-    if start_date is None:
-        start_date = START_DATE
-    if end_date is None:
-        end_date = END_DATE
-
-    total = len(stock_list)
-    logger.info("=" * 60)
-    logger.info(
-        f"[6.2] 批量导入现金流量表 (cashflow_vip): {start_date} ~ {end_date}, "
-        f"共 {total} 只股票"
-    )
-
-    conn = get_pg_connection()
-    success = 0
-    for i, ts_code in enumerate(stock_list, 1):
-        try:
-            n = import_cashflow(
-                ts_code=ts_code,
-                start_date=start_date,
-                end_date=end_date,
-                conn=conn,
-            )
-            success += n
-        except Exception as e:
-            logger.warning(f"  [{ts_code}] 现金流量表导入失败: {e}")
-            conn.rollback()
-
-        if i % 50 == 0 or i == total:
-            logger.info(f"  进度: {i}/{total}, 累计导入 {success} 条")
-        time.sleep(0.3)
-
-    conn.close()
-    logger.info(f"  现金流量表批量导入完成, 共导入 {success} 条")
-    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
 # ============================================================
@@ -1385,9 +1364,10 @@ def full_import(
     3. 交易日历
     4. 日线行情
     5. 每日指标(估值)
-    6. 复权因子
+    6. 资金流向 (moneyflow)
-    7. 财务数据 (可选)
+    7. 复权因子
-    8. 指数日线行情
+    8. 财务数据 (可选)
+    9. 指数日线行情
 
     参数:
     - start_date, end_date: 数据范围
@@ -1430,6 +1410,9 @@ def full_import(
     # Step 4: 每日指标 (按日期导入)
     import_daily_basic_by_date(start_date, end_date)
 
+    # Step 4.1: 资金流向 (按交易日导入)
+    import_moneyflow_by_date(start_date, end_date)
+
     # Step 5: 复权因子
     import_adj_factor_batch(stock_codes, start_date, end_date)
 
@@ -1500,6 +1483,7 @@ def check_table_summary(conn=None):
             ("trade_cal", (("trade_cal", "cal_date"),)),
             ("daily", (("daily", "trade_date"),)),
             ("daily_basic", (("daily_basic", "trade_date"),)),
+            ("moneyflow", (("moneyflow", "trade_date"),)),
             ("adj_factor", (("adj_factor", "trade_date"),)),
             ("income", (("income", "end_date"),)),
             ("balancesheet", (("balancesheet", "end_date"),)),

quantitative_data/incremental_import.py

@@ -18,7 +18,6 @@
     - 行情类表按 MAX(trade_date)+1 天 → 昨天 增量拉取
     - daily / daily_basic 走按交易日全市场模式（快）；adj_factor 走按股票批量
     - 财务表按 MAX(end_date) 往前推 400 天 → 昨天（覆盖新公告的季度报告，UPSERT 幂等）
-    - moneyflow 表暂未纳入（新版 importer 无对应导入函数，后续需要再补）
 """
 import argparse
 import logging
@@ -32,6 +31,7 @@ from importer import (
     import_stock_basic,
     import_daily_by_date,
     import_daily_basic_by_date,
+    import_moneyflow_by_date,
     import_adj_factor_batch,
     import_index_daily,
     import_financial_statements,
@@ -49,6 +49,7 @@ logger.setLevel(logging.INFO)
 TABLE_SPECS = {
     "daily": ("trade_date", ["ts_code", "trade_date"]),
     "daily_basic": ("trade_date", ["ts_code", "trade_date"]),
+    "moneyflow": ("trade_date", ["ts_code", "trade_date"]),
     "adj_factor": ("trade_date", ["ts_code", "trade_date"]),
     "index_daily": ("trade_date", ["ts_code", "trade_date"]),
     "income": ("end_date", ["ts_code", "end_date", "report_type"]),
@@ -105,6 +106,7 @@ def run_daily(end_date, dry_run, limit):
     for table, date_col in [
         ("daily", "trade_date"),
         ("daily_basic", "trade_date"),
+        ("moneyflow", "trade_date"),
         ("adj_factor", "trade_date"),
         ("index_daily", "trade_date"),
     ]:
@@ -129,6 +131,8 @@ def run_daily(end_date, dry_run, limit):
                 import_daily_by_date(start, end_date)
             elif table == "daily_basic":
                 import_daily_basic_by_date(start, end_date)
+            elif table == "moneyflow":
+                import_moneyflow_by_date(start, end_date)
             elif table == "adj_factor":
                 import_adj_factor_batch(codes, start, end_date)
             elif table == "index_daily":

quantitative_data/数据批量导入.ipynb

@@ -96,9 +96,6 @@
     "    import_adj_factor,\n",
     "    import_adj_factor_batch,\n",
     "    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",
@@ -525,76 +522,6 @@
     "    end_date=\"2025-12-31\",\n",
     ")"
    ]
-  },
-   {
-    "cell_type": "markdown",
-    "metadata": {},
-    "source": [
-    "### 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_initial` 自动生成日期范围内的所有季度报告期 (0331/0630/0930/1231)，\n",
-     "每个报告期调用一次 `cashflow_vip(period=...)` 一次拉取全市场数据。\n",
-     "\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",
-     ")"
-    ]
-   },
-   {
-    "cell_type": "code",
-    "execution_count": null,
-    "metadata": {},
-    "outputs": [],
-    "source": [
-     "# 方式A: 按报告期全市场导入 (推荐，一次拉取全市场某报告期数据，调用次数最少)\n",
-     "# n = import_cashflow(period=\"20241231\")  # 对应 pro.cashflow_vip(period='20241231', fields='')\n",
-     "# print(f\"导入 20241231 报告期现金流量表: {n} 条\")\n",
-     "\n",
-     "# 方式B: 按股票列表批量导入 (适合补单只/部分股票数据)\n",
-     "if 'stock_list' not in dir():\n",
-     "    stock_list = get_stock_codes_from_db()\n",
-     "\n",
-     "import_cashflow_batch(\n",
-     "    stock_list,\n",
-     "    start_date=\"2010-01-01\",\n",
-     "    end_date=\"2025-12-31\",\n",
-     ")"
-    ]
-   },
-   {
-    "cell_type": "code",
-    "execution_count": null,
-    "metadata": {},
-    "outputs": [],
-    "source": [
-     "# 方式C: 导入单只股票的现金流量表\n",
-     "# n = import_cashflow(ts_code=\"000001.SZ\", start_date=\"2010-01-01\", end_date=\"2025-12-31\")\n",
-     "# print(f\"导入 000001.SZ 现金流量表: {n} 条\")"
-    ]
   },
   {
    "cell_type": "code",