hyowons
305 lines
12 KiB
Python
305 lines
12 KiB
Python
#!/usr/bin/env python3
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from __future__ import annotations
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import argparse
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import json
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import subprocess
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import sys
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from datetime import date, datetime
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from decimal import Decimal, ROUND_HALF_UP
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from pathlib import Path
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from ipo_calendar_sync import (
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KST,
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NAVER_IPO_API_URL,
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_naver_api_rows,
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fetch,
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send_telegram,
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)
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STATE_FILE = Path('/Users/snowoyh/.openclaw/agents/stock/workspace/state/ipo_alerts.json')
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# 온라인 일반 고객 기준. 고객등급·배정 여부에 따라 면제될 수 있다.
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# 확인이 끝난 증권사만 숫자를 두고, 미확인 증권사는 알림에서 추정하지 않는다.
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BROKER_ONLINE_FEES = {
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'대신증권': 2_000,
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'하나증권': 2_000,
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'미래에셋증권': 2_000,
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'삼성증권': 2_000,
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'KB증권': 1_500,
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'유진투자증권': 2_000,
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'한국투자증권': 2_000,
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'IBK투자증권': 0,
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}
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def load_state() -> dict:
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try:
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return json.loads(STATE_FILE.read_text())
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except (FileNotFoundError, json.JSONDecodeError):
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return {'sent': {}}
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def save_state(state: dict) -> None:
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STATE_FILE.parent.mkdir(parents=True, exist_ok=True)
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STATE_FILE.write_text(json.dumps(state, ensure_ascii=False, indent=2))
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def _int(value) -> int | None:
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try:
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return int(str(value).replace(',', '').strip())
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except (TypeError, ValueError):
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return None
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def _money(value: int | None) -> str:
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return '미확인' if value is None else f'{value:,}원'
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def _detail(ipo_code: str) -> dict:
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url = f'https://stock.naver.com/api/domestic/ipo/{ipo_code}/detail/info'
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return json.loads(fetch(url, encoding='utf-8'))
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def _date_range(start: str, end: str) -> str:
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return start if not end or start == end else f'{start} ~ {end}'
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def _required_deposit(total: int, ratio) -> int | None:
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try:
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pct = Decimal(str(ratio))
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except Exception:
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return None
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return int((Decimal(total) * pct / Decimal(100)).quantize(Decimal('1'), rounding=ROUND_HALF_UP))
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def _manager_blocks(row: dict, detail: dict) -> list[dict]:
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info = detail.get('registrationStatement') or {}
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ratio = info.get('sbscMrgnRatio') or '50'
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price = _int((detail.get('demandForecastingResult') or {}).get('fixPubPrice'))
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if price is None:
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price = _int(row.get('fixPubPrice'))
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managers = detail.get('joinManagers') or []
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if not managers:
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names = [x.strip() for x in (row.get('orgNm') or '').split(',') if x.strip()]
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managers = [{'orgNm': name, 'sbscMinNum': None} for name in names]
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if not managers:
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managers = [{'orgNm': '미확인', 'sbscMinNum': None}]
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blocks = []
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for manager in managers:
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broker = (manager.get('orgNm') or '미확인').strip()
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min_qty = _int(manager.get('sbscMinNum'))
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total = price * min_qty if price is not None and min_qty is not None else None
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deposit = _required_deposit(total, ratio) if total is not None else None
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fee = BROKER_ONLINE_FEES.get(broker)
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blocks.append({
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'broker': broker,
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'min_qty': min_qty,
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'price': price,
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'total': total,
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'ratio': ratio,
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'deposit': deposit,
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'fee': fee,
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})
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return blocks
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def format_alert(kind: str, row: dict, detail: dict) -> str:
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name = (row.get('compName') or (detail.get('ipoInfo') or {}).get('compName') or '미확인').strip()
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info = detail.get('ipoInfo') or {}
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if kind == 'subscription':
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heading = '[공모주 청약]'
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date_label = '청약일'
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date_value = _date_range(info.get('poStartDate') or row.get('poStartDate') or '', info.get('poEndDate') or row.get('poEndDate') or '')
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else:
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heading = '[신규 상장]'
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date_label = '상장일'
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date_value = info.get('lcalDate') or row.get('lcalDate') or ''
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sections = []
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for block in _manager_blocks(row, detail):
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price = block['price']
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qty = block['min_qty']
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if block['deposit'] is not None and qty is not None:
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cost = f"{block['deposit']:,}원(최소 {qty:,}주)"
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elif price is not None:
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cost = '최소청약수량 미확인'
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else:
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cost = '미확정'
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fee = block['fee']
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cost += f" / 수수료 {_money(fee)}(온라인 일반 기준)"
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sections.append('\n'.join([
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heading,
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f'종목명 : {name}',
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f"증권사 : {block['broker']}",
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f'{date_label} : {date_value}',
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f'증거금 : {cost}',
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]))
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return '\n\n'.join(sections)
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GAHEE_CRED = Path('/Users/snowoyh/.openclaw/credentials/gahee_imessage.json')
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IPO_SUBSCRIBED = Path('/Users/snowoyh/.openclaw/agents/stock/workspace/state/behive_ipo_subscribed.json')
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def gahee_listing_message(target: date, rows: list[tuple[dict, dict]] | None) -> tuple[list[str], str]:
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"""가희가 청약한 종목 중 target 상장분 → (ipoCode 목록, 문자 본문). 없으면 ([], '').
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상장일은 API 상장 목록 ∪ 청약기록 lcal_date(네이버 조회 실패해도 기록으로 보낸다)."""
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try:
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subscribed = json.loads(IPO_SUBSCRIBED.read_text())
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except Exception:
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return [], ''
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by_code = {(r.get('ipoCode') or r.get('itemCode') or '').strip(): (r, d) for r, d in (rows or [])}
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codes, blocks = [], []
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for code, rec in subscribed.items():
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broker = ((rec.get('by') or {}).get('gahee') or {}).get('broker')
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if not broker or (code not in by_code and rec.get('lcal_date') != target.isoformat()):
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continue
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row, detail = by_code.get(code, ({}, None))
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if detail is None:
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try:
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detail = _detail(code)
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except Exception:
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detail = {}
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price = next((b['price'] for b in _manager_blocks(row, detail) if b.get('price') is not None), None)
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lines = [f"[공모주 상장] 오늘 {rec.get('name') or row.get('compName') or code} 상장일이에요",
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f'· 청약 증권사: {broker}']
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if price is not None:
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lines.append(f'· 확정 공모가: {price:,}원')
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lines.append(f'· 09:00 거래 시작 — 배정 주식은 {broker} 앱에서 확인하세요')
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codes.append(code)
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blocks.append('\n'.join(lines))
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return codes, '\n\n'.join(blocks)
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def send_gahee_imessage(text: str) -> bool:
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"""가희 리마인더(gahee_reminder._send_imessage)와 같은 방식 — imessage 강제(sms 는 이 수신자에게 3전 3패).
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⚠️ rc=0 은 Messages 에 넘겼다는 뜻일 뿐 전달 확인이 아니다. 코디 셸에선 AppleEvents 거부로 안 되고 launchd 경유로만."""
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handle = json.loads(GAHEE_CRED.read_text()).get('handle')
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if not handle:
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return False
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p = subprocess.run(['imsg', 'send', '--to', handle, '--text', text, '--service', 'imessage'],
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capture_output=True, text=True, timeout=30)
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if p.returncode != 0:
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print(f'gahee imsg send rc={p.returncode}: {p.stderr[:200]}', file=sys.stderr)
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return p.returncode == 0
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def collect_for_date(kind: str, target: date) -> list[tuple[dict, dict]]:
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payload = json.loads(fetch(NAVER_IPO_API_URL, encoding='utf-8'))
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matches = []
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field = 'poStartDate' if kind == 'subscription' else 'lcalDate'
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for row in _naver_api_rows(payload):
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if row.get(field) != target.isoformat():
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continue
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code = (row.get('ipoCode') or row.get('itemCode') or '').strip()
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if not code:
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continue
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matches.append((row, _detail(code)))
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return matches
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def main() -> int:
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parser = argparse.ArgumentParser()
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parser.add_argument('kind', choices=('subscription', 'listing'))
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parser.add_argument('--date', help='YYYY-MM-DD, 기본값은 오늘(KST)')
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parser.add_argument('--dry-run', action='store_true')
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args = parser.parse_args()
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target = date.fromisoformat(args.date) if args.date else datetime.now(KST).date()
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try:
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rows = collect_for_date(args.kind, target)
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except Exception as exc:
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print(f'IPO alert source failed: {type(exc).__name__}: {exc}', file=sys.stderr)
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rows = None
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if args.kind == 'listing' and not args.dry_run:
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# 자산웹에서 청약완료한 종목을 상장일에 관심종목으로 등록. 알림 소스가 죽어도
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# 청약완료 기록의 상장일로 시도한다(그래서 위에서 바로 return 하지 않는다).
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listed = {(r.get('ipoCode') or r.get('itemCode') or '').strip() for r, _ in (rows or [])}
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try:
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from behive_web import register_listed_ipo_interests
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added = register_listed_ipo_interests(target.isoformat(), listed)
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if added:
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print(f'IPO interests added: {", ".join(added)}')
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except Exception as exc:
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print(f'IPO interests add failed: {type(exc).__name__}: {exc}', file=sys.stderr)
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if not args.dry_run:
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# 비하이브 '공모청약' 영상 요약 → 자산웹 공모주 탭. 새 영상 없으면 채널 페이지 1콜로 끝난다.
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try:
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from ipo_youtube_digest import run as run_ipo_youtube
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print(f'IPO youtube digest: {json.dumps(run_ipo_youtube(), ensure_ascii=False)}')
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except Exception as exc:
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print(f'IPO youtube digest failed: {type(exc).__name__}: {exc}', file=sys.stderr)
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if args.kind == 'listing':
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# 가희가 청약한 종목의 상장일 아침 iMessage(2026-10-07 관리자님 요청). 같은 날 여러 종목이면 한 통.
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try:
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codes, text = gahee_listing_message(target, rows)
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state = load_state()
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key = f'gahee_listing|{target.isoformat()}|{",".join(sorted(codes))}'
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if not codes:
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pass
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elif args.dry_run:
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print(f'[dry-run] 가희 상장 문자:\n{text}\n')
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elif key not in state.get('sent', {}):
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if send_gahee_imessage(text):
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state.setdefault('sent', {})[key] = datetime.now(KST).isoformat()
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save_state(state)
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print(f'gahee listing imessage sent: {",".join(codes)}')
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except Exception as exc:
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print(f'gahee listing imessage failed: {type(exc).__name__}: {exc}', file=sys.stderr)
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if rows is None:
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return 1
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state = load_state()
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sent = state.setdefault('sent', {})
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delivered = 0
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skipped = 0
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for row, detail in rows:
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code = (row.get('ipoCode') or row.get('itemCode') or '').strip()
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key = f'{args.kind}|{target.isoformat()}|{code}'
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if key in sent and not args.dry_run:
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skipped += 1
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continue
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message = format_alert(args.kind, row, detail)
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if args.dry_run:
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print(message)
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print()
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continue
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if not send_telegram(message):
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print(f'IPO alert send failed: {key}', file=sys.stderr)
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return 1
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sent[key] = datetime.now(KST).isoformat()
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delivered += 1
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if not args.dry_run:
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# 상태 파일이 무한히 커지지 않도록 최근 120일만 보존한다.
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cutoff = date.fromordinal(target.toordinal() - 120).isoformat()
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state['sent'] = {
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key: value for key, value in sent.items()
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if len(key.split('|')) < 2 or key.split('|')[1] >= cutoff
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}
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state['last_run_at'] = datetime.now(KST).isoformat()
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state['last_kind'] = args.kind
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state['last_target_date'] = target.isoformat()
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state['last_found'] = len(rows)
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state['last_delivered'] = delivered
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state['last_skipped'] = skipped
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save_state(state)
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print(json.dumps({
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'kind': args.kind,
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'target_date': target.isoformat(),
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'found': len(rows),
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'delivered': delivered,
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'skipped': skipped,
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'dry_run': args.dry_run,
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}, ensure_ascii=False))
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return 0
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if __name__ == '__main__':
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raise SystemExit(main())
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