Polish report routing and package defaults for 0.2.4

Author: yjw

CHANGELOG.md

@@ -5,6 +5,19 @@ All notable changes to this project will be documented in this file.
 The format is based on [Keep a Changelog](https://keepachangelog.com/en/1.1.0/),
 and this project adheres to [Semantic Versioning](https://semver.org/spec/v2.0.0.html).
 
+## [0.2.4] - 2026-06-19
+
+### Added
+- Added persistent long-term chat memory with dedicated `young memory show|clear|reset` management commands.
+- Added `young init` to initialize local state and check report/LLM readiness in one step.
+
+### Fixed
+- Fixed `young report` to prefer identity-based Markdown/PDF artifacts over legacy `replay.*` files and to sanitize legacy reports before export.
+- Fixed report/session routing so `young report` defaults to the current calendar date and historical report exports stay tagged as `盘后`.
+- Fixed exported Markdown/HTML/PDF to remove the fixed “资深A股交易员”前言 and `Kami-compatible editorial layout` residue.
+- Fixed `young send` to deliver the identity-matched PDF instead of looking only for `report.pdf`.
+- Fixed installation guidance so the default package path includes PDF support and the readiness/error messages point to the same install flow.
+
 ## [0.2.3] - 2026-06-18
 
 ### Added

README.md

@@ -21,6 +21,7 @@ Recommended for CLI isolation:
 
 ```bash
 uv tool install young-stock-cli
+young init
 ```
 
 Or install into the active Python environment:
@@ -45,6 +46,10 @@ If you installed `young` with `uv tool`, upgrade that tool-managed environment i
 uv tool install --upgrade young-stock-cli
 ```
 
+`young init` creates the local home/profile files, verifies whether PDF rendering is available in the current
+environment, and prints the recommended next steps. You only need to install the tool once per environment; you do
+not need to reinstall it before every report.
+
 If `python3 -m pip install --upgrade young-stock-cli` succeeds but `young --version` still shows an older release,
 you are probably running a different executable entrypoint than the interpreter you just upgraded. A quick check:
 
@@ -79,6 +84,7 @@ young daily --format summary      # concise personalized daily report
 young daily --format key-points   # short report with trend/risk points
 young daily --format full         # full personalized daily report
 young daily --llm                # evidence-driven deep replay with your configured LLM
+young init                       # initialize local state and verify report/LLM readiness
 young replay                     # deep M1-M6 market replay
 young analyze 600519             # deep single-stock analysis
 young chat                       # Rich chat mode with slash commands
@@ -257,16 +263,16 @@ is retained.
 
 ### Professional PDF reports
 
-Install the optional renderer:
+The standard install already includes PDF support. If you upgraded from an older environment, refresh the tool once:
 
 ```bash
-uv tool install --force 'young-stock-cli[pdf]'
+uv tool install --force 'young-stock-cli'
 ```
 
 If `young` was installed into the active Python environment instead:
 
 ```bash
-python3 -m pip install "young-stock-cli[pdf]"
+python3 -m pip install --upgrade young-stock-cli
 ```
 
 Then export the latest report:
@@ -277,8 +283,8 @@ young report --date 20260618
 ```
 
 If no Markdown report exists for the selected date, `young report` first reuses a saved diary entry when available,
-otherwise it automatically generates a deterministic full daily report. It keeps `daily.md`/`replay.md`,
-`report.html`, and `report.pdf` together.
+otherwise it automatically generates a deterministic full daily report. Run `young init` first if you want a quick
+readiness check for PDF rendering, config, and local storage paths.
 
 The bundled Equity Report layout follows the
 [`tw93/Kami`](https://github.com/tw93/Kami) editorial language: parchment `#f5f4ed`, ink blue `#1B365D`,

pyproject.toml

@@ -4,7 +4,7 @@ build-backend = "hatchling.build"
 
 [project]
 name = "young-stock-cli"
-version = "0.2.3"
+version = "0.2.4"
 description = "A-share (China stock market) after-hours CLI — no login, no scraping tricks, just data."
 readme = "README.md"
 requires-python = ">=3.9"
@@ -29,6 +29,7 @@ dependencies = [
     "requests>=2.31",
     "rich>=13.0",
     "click>=8.1",
+    "weasyprint>=62",
 ]
 
 [project.urls]
@@ -41,9 +42,7 @@ Changelog = "https://github.com/AdvancingTitans/young-stock-cli/blob/main/CHANGE
 young = "young_stock.cli:cli"
 
 [project.optional-dependencies]
-pdf = [
-    "weasyprint>=62",
-]
+pdf = []
 dev = [
     "pytest>=7",
     "pytest-cov>=4",

src/young_stock/__init__.py

@@ -1,3 +1,3 @@
 """young-stock-cli: A-share after-hours CLI."""
 
-__version__ = "0.2.3"
+__version__ = "0.2.4"

src/young_stock/artifacts.py

@@ -24,6 +24,13 @@ def market_session(now: datetime | None = None) -> str:
     return "盘后"
 
 
+def report_session(trade_date: str, now: datetime | None = None) -> str:
+    now = now or datetime.now()
+    if trade_date != now.strftime("%Y%m%d"):
+        return "盘后"
+    return market_session(now)
+
+
 @dataclass(frozen=True)
 class ReportIdentity:
     trade_date: str

src/young_stock/channels/__init__.py

@@ -13,9 +13,8 @@
 def send_report(trade_date: str | None, *, channel_name: str | None = None) -> list[DeliveryResult]:
     if not trade_date:
         raise ValueError("没有报告日期；请先运行 `young report`。")
-    artifacts = ReportArtifacts(trade_date)
     markdown = ReportArtifacts.latest_markdown(trade_date)
-    pdf = artifacts.path("report", "pdf")
+    pdf = markdown.with_suffix(".pdf") if markdown else None
     if markdown is None or not pdf.exists():
         raise ValueError(f"{trade_date} 缺少 Markdown/PDF；请先运行 `young report --date {trade_date}`。")
     configs = load_config(strict=False).get("channels", {}).get("feishu", {})

src/young_stock/cli.py

@@ -10,13 +10,14 @@
 import click
 
 from . import __version__, _core
-from .artifacts import ReportArtifacts, ReportIdentity, market_session
+from .artifacts import ReportArtifacts, ReportIdentity, report_session
 from .config import (
     add_feishu_channel,
     config_path,
     load_config,
     mask_config,
     remove_feishu_channel,
+    save_config,
     update_llm_config,
 )
 from .evidence import build_daily_evidence, build_stock_evidence
@@ -32,6 +33,7 @@
     load_profile,
     profile_path,
     remove_profile_item,
+    save_profile,
 )
 from .reports import generate_llm_daily_report
 
@@ -283,7 +285,7 @@ def _run_llm_replay(date_str: str, kind: str = "replay", symbol: str | None = No
         else build_daily_evidence(_core, date_str, profile)
     )
     artifacts = ReportArtifacts(date_str)
-    session = market_session()
+    session = report_session(date_str)
     topic = f"{symbol}深度分析" if symbol else "A股深度复盘"
     identity = ReportIdentity(date_str, session, topic)
     artifacts.write_json(f"{identity.prefix}-evidence", evidence.to_dict())
@@ -764,6 +766,37 @@ def guide() -> None:
     click.echo("4. young profile list / young diagnose")
 
 
+@cli.command(help="Initialize local state, verify installed capabilities, and print next steps.")
+def init() -> None:
+    from .pdf import _load_weasyprint
+
+    home = young_home()
+    home.mkdir(parents=True, exist_ok=True)
+    (home / "reports").mkdir(parents=True, exist_ok=True)
+    save_config(load_config(strict=False))
+    save_profile(load_profile())
+    for name, default in (
+        ("notes", []),
+        ("alerts", []),
+        ("diaries", {}),
+        ("portfolios", {}),
+    ):
+        save_store(name, load_store(name, default))
+
+    pdf_ready = _load_weasyprint() is not None
+    click.echo("初始化完成。")
+    click.echo(f"Home: {home}")
+    click.echo(f"Profile: {profile_path()}")
+    click.echo(f"Config: {config_path()}")
+    click.echo(f"PDF: {'已就绪' if pdf_ready else '当前环境未检测到 PDF 渲染能力'}")
+    if not pdf_ready:
+        click.echo("若当前环境缺少 PDF 渲染能力，请重新执行 `uv tool install --force 'young-stock-cli'`。")
+    click.echo("下一步：")
+    click.echo("1. young daily --format summary")
+    click.echo("2. young replay")
+    click.echo("3. young config llm --help")
+
+
 @cli.command(help="Show common examples.")
 def example() -> None:
     click.echo("young daily --format summary --quick")

src/young_stock/pdf.py

@@ -3,19 +3,19 @@
 from __future__ import annotations
 
 import contextlib
-from datetime import datetime
 import html
 import io
 import json
 import os
 import re
 import sys
 import tempfile
+from datetime import datetime
 from importlib import resources
 from pathlib import Path
 from typing import Any, Callable
 
-from .artifacts import ReportArtifacts, ReportIdentity, market_session
+from .artifacts import ReportArtifacts, ReportIdentity, report_session
 from .local_store import load_store
 from .research_style import sanitize_public_report
 
@@ -144,7 +144,7 @@ def _canonicalize_markdown(
     identity = _parse_identity_from_path(markdown_path)
     evidence = _load_related_evidence(markdown_path)
     cleaned = sanitize_public_report(markdown, evidence)
-    session = identity.session if identity else market_session(now)
+    session = identity.session if identity else report_session(trade_date, now)
     topic = identity.topic if identity else _report_topic(cleaned)
     canonical = artifacts.write_report_markdown(ReportIdentity(trade_date, session, topic), cleaned)
     return canonical, cleaned
@@ -177,8 +177,8 @@ def _default_render(html_path: Path, pdf_path: Path) -> None:
     if renderer is None:
         raise PDFDependencyError(
             "当前环境未检测到 PDF 渲染能力。请先运行 `young init` 检查安装状态；"
-            "若仍缺少依赖，uv tool 用户请执行 `uv tool install --force 'young-stock-cli[pdf]'`，"
-            "普通 Python 环境请执行 `python3 -m pip install \"young-stock-cli[pdf]\"`。"
+            "若仍缺少依赖，uv tool 用户请执行 `uv tool install --force 'young-stock-cli'`，"
+            "普通 Python 环境请执行 `python3 -m pip install --upgrade young-stock-cli`。"
         )
     renderer(filename=str(html_path), base_url=str(html_path.parent)).write_pdf(str(pdf_path))
 
@@ -221,7 +221,7 @@ def export_report_pdf(
         else:
             raise ValueError("没有可用报告；请先运行 `young daily` 或提供日报生成器。")
         markdown_path = artifacts.write_report_markdown(
-            ReportIdentity(trade_date, market_session(now), "A股投资日报"),
+            ReportIdentity(trade_date, report_session(trade_date, now), "A股投资日报"),
             sanitize_public_report(markdown),
         )
     markdown = markdown_path.read_text(encoding="utf-8")

tests/test_artifacts.py

@@ -1,7 +1,7 @@
 import json
 from datetime import datetime
 
-from young_stock.artifacts import ReportArtifacts, ReportIdentity, market_session
+from young_stock.artifacts import ReportArtifacts, ReportIdentity, market_session, report_session
 from young_stock.reports import generate_llm_daily_report
 
 
@@ -54,6 +54,11 @@ def test_market_session_labels():
     assert market_session(datetime(2026, 6, 18, 15, 10)) == "盘后"
 
 
+def test_report_session_uses_after_close_for_historical_trade_date():
+    assert report_session("20260618", datetime(2026, 6, 19, 9, 41)) == "盘后"
+    assert report_session("20260619", datetime(2026, 6, 19, 9, 41)) == "早盘"
+
+
 def test_report_identity_uses_date_session_and_topic():
     identity = ReportIdentity("20260618", "盘后", "A股深度复盘")
     assert identity.prefix == "20260618-盘后-A股深度复盘"

tests/test_channels.py

@@ -2,6 +2,7 @@
 
 import pytest
 
+from young_stock.artifacts import ReportArtifacts, ReportIdentity
 from young_stock.channels import send_report
 from young_stock.channels.feishu import FeishuChannel
 
@@ -68,6 +69,33 @@ def test_send_report_requires_artifacts(monkeypatch, tmp_path):
         send_report("20260618")
 
 
+def test_send_report_uses_identity_named_pdf(monkeypatch, tmp_path):
+    monkeypatch.setenv("YOUNG_STOCK_HOME", str(tmp_path))
+    artifacts = ReportArtifacts("20260618")
+    identity = ReportIdentity("20260618", "盘后", "A股深度复盘")
+    markdown = artifacts.write_report_markdown(identity, "# 复盘\n\n正文")
+    pdf = artifacts.path(identity.prefix, "pdf")
+    pdf.write_bytes(b"%PDF")
+    sent = []
+
+    class DummyChannel:
+        def __init__(self, name, config):
+            self.name = name
+            self.config = config
+
+        def send(self, markdown_path, pdf_path):
+            sent.append((markdown_path, pdf_path))
+            return SimpleNamespace(ok=True, channel=self.name, target="x", detail="ok")
+
+    monkeypatch.setattr("young_stock.channels.load_config", lambda strict=False: {"channels": {"feishu": {"work": {"webhook": "x"}}}})
+    monkeypatch.setattr("young_stock.channels.FeishuChannel", DummyChannel)
+
+    results = send_report("20260618")
+
+    assert results[0].ok is True
+    assert sent == [(markdown, pdf)]
+
+
 def test_feishu_retries_transient_http_failure(monkeypatch, tmp_path):
     markdown = tmp_path / "report.md"
     pdf = tmp_path / "report.pdf"