Initial commit: OpenClaw 워크스페이스 버전관리 시작

설정·스크립트·스킬·문서·큐레이션 메모리 추적. 시크릿(credentials/identity)·런타임 상태(state/logs/sessions/sqlite)· 백업(clobbered/bak)·dream 캐시는 .gitignore로 제외. Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>
2026-06-04 15:39:41 +09:00
commit fed3526b20
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+#!/usr/bin/env python3
+"""WISEreport(FnGuide 계열) 컨센서스 조회 (조회 전용, 캐시 우선).
+
+FnGuide Snapshot(fnguide_client)이 못 주는 '시간축 컨센서스'를 보강한다:
+  - 연도별 추정 재무 (IFRS연결, A 실적 + E 추정, 매출/영업이익/순이익/EPS/ROE + YoY)
+  - 목표주가·추정치 리비전 추이 (최근 3개월 주간 — 상향/하향 모멘텀)
+  - 어닝 서프라이즈 (시점별 컨센서스 vs 실적 괴리율)
+
+데이터원: comp.wisereport.co.kr/company/ajax/{c1050001_data,cF5001}.aspx (JSON)
+
+⚠️ 운영사가 FnGuide(WISEfn)로 fnguide_client와 동일 벤더. 같은 저작권·회색지대.
+   → 종목별 파일 캐시(기본 12h) + 보유·관심 종목 on-demand 조회로만 사용.
+
+⚠️ 데이터 스케일 주의: 현재 피드에서 forward 추정 절대값(매출·EPS)이 과거 실적 대비
+   크게 인플레이션돼 나오는 경우가 있다(현재가·목표가 동반). cutoff 가드는 두지 않고
+   소스값 그대로 반환한다(메모리 규칙). 방향성 신호(리비전 %·서프라이즈 %)는 스케일 무관.
+
+호출부는 예외에 의존하지 않는다 — 실패 시 None 반환.
+
+CLI:
+  python3 wisereport_client.py <code> [--fresh]
+"""
+
+from __future__ import annotations
+
+import json
+import sys
+import time
+import urllib.request
+from pathlib import Path
+
+WORKSPACE = Path('/Users/snowoyh/.openclaw/agents/stock/workspace')
+CACHE_DIR = WORKSPACE / 'state' / 'wisereport_cache'
+CACHE_TTL_SEC = 12 * 3600
+
+_BASE = 'https://comp.wisereport.co.kr/company/ajax'
+_UA = ('Mozilla/5.0 (Macintosh; Intel Mac OS X 10_15_7) '
+       'AppleWebKit/537.36 (KHTML, like Gecko) Chrome/120 Safari/537.36')
+_TIMEOUT = 8
+
+# 서프라이즈/리비전 대상 지표 (acc_cd → 라벨)
+_SUP_ITEMS = {'121000': '매출액', '121500': '영업이익'}
+
+
+def _norm_code(code: str) -> str:
+    s = ''.join(ch for ch in str(code) if ch.isdigit())
+    return s.zfill(6)[-6:] if s else ''
+
+
+def _num(s) -> float | None:
+    if s is None:
+        return None
+    if isinstance(s, (int, float)):
+        return float(s)
+    t = str(s).strip().replace(',', '')
+    if not t or t in ('-', 'N/A'):
+        return None
+    try:
+        return float(t)
+    except ValueError:
+        return None
+
+
+def _today_kst() -> str:
+    return time.strftime('%Y%m%d', time.localtime())
+
+
+def _get_json(url: str, referer: str) -> dict | list | None:
+    req = urllib.request.Request(url, headers={'User-Agent': _UA, 'Referer': referer})
+    try:
+        with urllib.request.urlopen(req, timeout=_TIMEOUT) as resp:
+            raw = resp.read()
+    except Exception:
+        return None
+    if not raw:
+        return None
+    try:
+        return json.loads(raw.decode('utf-8', 'replace'))
+    except Exception:
+        return None
+
+
+def _parse_annual(code6: str, sdt: str, ref: str) -> list[dict]:
+    """flag=2 → 연도별 추정 재무 (A 실적 + E 추정, IFRS연결)."""
+    url = (f'{_BASE}/c1050001_data.aspx?cmp_cd={code6}&finGubun=MAIN&frq=0'
+           f'&sDT={sdt}&chartType=svg&flag=2')
+    d = _get_json(url, ref)
+    rows = (d or {}).get('JsonData') if isinstance(d, dict) else None
+    if not rows:
+        return []
+    out = []
+    for r in rows:
+        yymm = (r.get('YYMM') or '').strip()      # "2025.12(A)" / "2026.12(E)"
+        is_est = '(E)' in yymm
+        period = yymm.replace('(A)', '').replace('(E)', '').replace('.', '/')
+        out.append({
+            'period': period,
+            'is_estimate': is_est,
+            'sales': _num(r.get('SALES')),
+            'sales_yoy': _num(r.get('YOY')),
+            'op': _num(r.get('OP')),
+            'np': _num(r.get('NP')),
+            'eps': _num(r.get('EPS')),
+            'bps': _num(r.get('BPS')),
+            'per': _num(r.get('PER')),
+            'pbr': _num(r.get('PBR')),
+            'roe': _num(r.get('ROE')),
+        })
+    return out
+
+
+def _parse_revision(code6: str, sdt: str, yymm: str, ref: str) -> dict | None:
+    """cF5001 → 목표주가·추정치(EPS) 주간 추이 + 변화율 요약."""
+    url = (f'{_BASE}/cF5001.aspx?cmp_cd={code6}&dt={sdt}&yymm={yymm}&frq=0'
+           f'&acc_cd=121000&fingubun=MAIN&chartType=svg')
+    d = _get_json(url, ref)
+    if not isinstance(d, dict) or 'chart1' not in d:
+        return None
+    try:
+        c = json.loads(d['chart1'])
+    except Exception:
+        return None
+    dates = c.get('categories') or []
+    tp = [x for x in (c.get('target_price') or []) if isinstance(x, (int, float))]
+    est = [x for x in (c.get('select_item') or []) if isinstance(x, (int, float))]
+
+    def _chg(seq):
+        if len(seq) >= 2 and seq[0]:
+            return round((seq[-1] / seq[0] - 1) * 100, 1)
+        return None
+
+    if not tp and not est:
+        return None
+    return {
+        'item_name': c.get('select_item_name'),
+        'unit': c.get('select_item_unit'),
+        'dates': dates,
+        'target_price': c.get('target_price') or [],
+        'est_item': c.get('select_item') or [],
+        'target_first': tp[0] if tp else None,
+        'target_last': tp[-1] if tp else None,
+        'target_change_pct': _chg(tp),
+        'est_first': est[0] if est else None,
+        'est_last': est[-1] if est else None,
+        'est_change_pct': _chg(est),
+        'n_points': len(dates),
+    }
+
+
+def _parse_surprise(code6: str, sdt: str, ref: str) -> dict | None:
+    """flag=5 → 매출·영업이익 시점별 컨센서스 vs 실적 + 최신연도 서프라이즈%."""
+    items: dict[str, dict] = {}
+    years = None
+    for acc_cd, label in _SUP_ITEMS.items():
+        url = (f'{_BASE}/c1050001_data.aspx?cmp_cd={code6}&finGubun=MAIN&frq=0'
+               f'&sDT={sdt}&chartType=svg&flag=5&acc_cd={acc_cd}')
+        d = _get_json(url, ref)
+        td = (d or {}).get('tableData') if isinstance(d, dict) else None
+        rows = (td or {}).get('tableData') if isinstance(td, dict) else None
+        if not rows:
+            continue
+        if years is None:
+            hdr = (td.get('tableHeaderData') or [{}])[0]
+            years = {k: hdr.get(k) for k in ('CNS_FY_2', 'CNS_FY_1', 'CNS_FY0', 'CNS_FY1')}
+        # 최신 완료연도(FY0) 실적 + 발표직전(E) 서프라이즈%
+        actual_fy0 = pre_surprise = pre_est = None
+        for row in rows:
+            qtr = (row.get('QTR') or '').strip()
+            if qtr == '연간실적(A)':
+                actual_fy0 = _num(row.get('FY0'))
+            elif qtr == '발표직전(E)':
+                pre_est = _num(row.get('FY0'))
+                pre_surprise = _num(row.get('FY0_S'))   # 괴리율 %
+        items[label] = {
+            'fy0_year': (years or {}).get('CNS_FY0'),
+            'fy0_actual': actual_fy0,
+            'fy0_consensus': pre_est,
+            'fy0_surprise_pct': pre_surprise,
+        }
+    # 실데이터(연도 라벨 + 실적/서프라이즈) 하나도 없으면 None (ETF·없는종목).
+    has_real = bool(years and any((years or {}).values())) and any(
+        v.get('fy0_actual') is not None or v.get('fy0_surprise_pct') is not None
+        for v in items.values()
+    )
+    if not has_real:
+        return None
+    return {'years': years, 'items': items}
+
+
+def _build(code6: str) -> dict | None:
+    sdt = _today_kst()
+    ref = f'https://comp.wisereport.co.kr/company/c1050001.aspx?cmp_cd={code6}'
+    annual = _parse_annual(code6, sdt, ref)
+    # cF5001 yymm: 첫 추정연도(E) 기준, 없으면 최신연도
+    yymm = '000000'
+    est_years = [a['period'] for a in annual if a.get('is_estimate')]
+    if est_years:
+        yymm = est_years[0].replace('/', '')      # "2026/12" → "202612"
+    elif annual:
+        yymm = annual[-1]['period'].replace('/', '')
+    revision = _parse_revision(code6, sdt, yymm, ref)
+    surprise = _parse_surprise(code6, sdt, ref)
+
+    if not annual and not revision and not surprise:
+        return None
+    return {
+        'code': code6,
+        'fetched_at': time.strftime('%Y-%m-%dT%H:%M:%S+09:00', time.localtime()),
+        'annual': annual,        # IFRS연결, A+E
+        'revision': revision,    # 목표주가·추정EPS 추이
+        'surprise': surprise,    # 매출·영업이익 서프라이즈
+    }
+
+
+def _cache_path(code6: str) -> Path:
+    return CACHE_DIR / f'{code6}.json'
+
+
+def get_consensus(code: str, max_age_sec: int = CACHE_TTL_SEC,
+                  force: bool = False) -> dict | None:
+    """종목 컨센서스 dict 반환 (캐시 우선). 조회 불가 시 None — raise 안 함."""
+    code6 = _norm_code(code)
+    if not code6:
+        return None
+    cp = _cache_path(code6)
+    if not force and cp.exists():
+        try:
+            if time.time() - cp.stat().st_mtime < max_age_sec:
+                return json.loads(cp.read_text())
+        except Exception:
+            pass
+    data = _build(code6)
+    if data is None:
+        return None
+    try:
+        CACHE_DIR.mkdir(parents=True, exist_ok=True)
+        tmp = cp.with_suffix('.json.tmp')
+        tmp.write_text(json.dumps(data, ensure_ascii=False))
+        tmp.replace(cp)
+    except Exception:
+        pass
+    return data
+
+
+import re as _re
+
+
+def _clean_summary(html: str | None, max_bullets: int = 3) -> list[str]:
+    """COMMENT2(HTML) → bullet 텍스트 리스트. ▶/<br> 기준 분리, 태그 제거."""
+    if not html:
+        return []
+    t = html.replace('\r\n', '\n')
+    t = _re.sub(r'<br\s*/?>', '\n', t, flags=_re.I)
+    t = _re.sub(r'<[^>]+>', '', t)          # 태그 제거
+    t = t.replace('▶', '\n')
+    bullets = [b.strip(' \t·-') for b in _re.split(r'\n+', t)]
+    bullets = [b for b in bullets if b]
+    return bullets[:max_bullets]
+
+
+def _reports_cache_path(code6: str) -> Path:
+    return CACHE_DIR / f'{code6}_reports.json'
+
+
+def get_reports(code: str, limit: int = 8, max_age_sec: int = 6 * 3600,
+                force: bool = False) -> list[dict] | None:
+    """최근 증권사 분석리포트 목록. 조회 불가·없음 시 None — raise 안 함.
+
+    각 항목: {date, broker, broker_full, title, target, recomm,
+              target_action, recomm_action, analyst, summary[]}
+    리포트는 수시 갱신 → 캐시 6h. PDF 원문은 게이팅 가능성으로 제외(메타+요약만).
+    """
+    code6 = _norm_code(code)
+    if not code6:
+        return None
+    cp = _reports_cache_path(code6)
+    if not force and cp.exists():
+        try:
+            if time.time() - cp.stat().st_mtime < max_age_sec:
+                return json.loads(cp.read_text())
+        except Exception:
+            pass
+
+    ref = f'https://comp.wisereport.co.kr/company/c1080001.aspx?cmp_cd={code6}'
+    d = _get_json(f'{_BASE}/c1080001_data.aspx?cmp_cd={code6}', ref)
+    rows = (d or {}).get('lists') if isinstance(d, dict) else None
+    if not rows:
+        return None
+    out = []
+    for r in rows[:limit]:
+        title = (r.get('PRE_TITLE') or '') + (r.get('RPT_TITLE') or '')
+        out.append({
+            'date': (r.get('ANL_DT') or '').strip(),
+            'broker': (r.get('BRK_NM_SHORT_KOR') or r.get('BRK_NM_KOR') or '').strip(),
+            'broker_full': (r.get('BRK_NM_KOR') or '').strip(),
+            'title': title.strip(),
+            'target': (r.get('TARGET_PRC') or '').strip() or None,
+            'recomm': (r.get('RECOMM') or '').strip() or None,
+            'target_action': (r.get('PRC_ACTION_TYP_NM') or '').strip() or None,
+            'recomm_action': (r.get('RECOMM_ACTION_TYP_NM') or '').strip() or None,
+            'analyst': (r.get('ANL_NM_KOR') or '').strip() or None,
+            'summary': _clean_summary(r.get('COMMENT2')),
+        })
+    if not out:
+        return None
+    try:
+        CACHE_DIR.mkdir(parents=True, exist_ok=True)
+        tmp = cp.with_suffix('.json.tmp')
+        tmp.write_text(json.dumps(out, ensure_ascii=False))
+        tmp.replace(cp)
+    except Exception:
+        pass
+    return out
+
+
+def _cli() -> None:
+    args = [a for a in sys.argv[1:] if not a.startswith('--')]
+    if not args:
+        print('usage: python3 wisereport_client.py <code> [--fresh] [--reports]')
+        sys.exit(1)
+    if '--reports' in sys.argv:
+        rs = get_reports(args[0], force=('--fresh' in sys.argv))
+        print(json.dumps(rs, ensure_ascii=False, indent=2) if rs else f'{args[0]}: 리포트 없음')
+        sys.exit(0)
+    d = get_consensus(args[0], force=('--fresh' in sys.argv))
+    if d is None:
+        print(f'{args[0]}: 컨센서스 없음 (ETF/없는종목/조회실패)')
+        sys.exit(0)
+    print(json.dumps(d, ensure_ascii=False, indent=2))
+
+
+if __name__ == '__main__':
+    _cli()