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96 changes: 56 additions & 40 deletions README.md
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# QuantAdvisorResearch

[Chinese README](README.zh-CN.md)
Research publishing system that turns public web and RSS evidence into traceable advisory reports.

> Investing involves risk. This project does not provide investment advice and is for education, research, and engineering review only.
English | [简体中文](README.zh-CN.md)

## What this repository is
## Status

QuantAdvisorResearch is a QuantStrategyLab research publishing system. It publishes research-oriented advisory content from web and RSS evidence without placing orders.
Experimental. Use at your own risk. This project is not financial advice and
does not guarantee any trading result. Its outputs are research evidence, not
trading instructions.

It produces research, audit, or orchestration artifacts. It should not submit broker orders or mutate live allocations by itself.
## What this is

## QSL architecture role
QuantAdvisorResearch builds and publishes research-oriented advisory content
from public web and RSS evidence. It is the deterministic composition layer of
the advisory research system: it combines upstream evidence into advisory
reports, market-confirmation and recommendation-review artifacts, and a static
site, keeping each output traceable to its source. It is aimed at researchers
and reviewers who need the published reasoning, not at live trading.

- **Layer**: `research`.
- **Responsibility**: research-oriented advisory publishing system.
- **Owns**: traceable advisory reports and web/RSS evidence summaries.
- **Consumes**: public web/RSS inputs and research signal context.
- **Must not**: submit orders, allocation changes, or account advice automatically.
## What this is not

## Output boundary
It does not place broker orders. It does not change allocations. It does not
produce automatic trading instructions or auto-approvals, and its reports are
not investment advice.

- Treat generated reports as evidence or review material, not automatic trading instructions.
- Keep source traceability and artifact timestamps visible.
- Require human review before using outputs in downstream strategy or platform changes.
- Keep credentials, private data, and external service tokens out of Git and logs.
## Quick start

## Repository layout
Requires Python 3.11 or newer.

- `src/`: library and runtime code.
- `tests/`: unit, contract, and regression tests.
- `docs/`: runbooks, design notes, evidence, and integration contracts.
- `.github/workflows/`: CI, scheduled jobs, release, or deployment workflows.
- `scripts/`: operator scripts and local helpers.
```bash
python -m pip install -e '.[test]'
python -m pytest -q
```

## Quick start
The build and publish entry points print usage and required arguments when run
with `--help`:

```bash
python -m pip install -e .
python -m pytest -q
qar-build-advisory-artifacts --help
qar-build-advisory-report --help
qar-publish-advisory-site --help
```

## Configuration

| Variable | Required | Default | Purpose |
|---|---|---|---|
| `TELEGRAM_BOT_TOKEN` | No | none | Bot token used to send advisory notifications. |
| `TELEGRAM_CHAT_ID` | No | none | Chat that receives advisory notifications. |
| `NOTIFY_LANG` | No | `zh` | Language used for notifications. |

Report and notification contracts live in [`docs/advisory_contract.md`](docs/advisory_contract.md)
and [`docs/notification_format.md`](docs/notification_format.md).

## Repository layout

```
src/ library code and command implementations
scripts/ command-line helpers
docs/ design notes and output contracts
examples/ sample inputs
data/ local working output
tests/ unit and contract tests
```

## Useful docs
## Contributing

- [`docs/advisory_contract.md`](docs/advisory_contract.md)
- [`docs/data_factor_roadmap.md`](docs/data_factor_roadmap.md)
- [`docs/data_factor_roadmap.zh-CN.md`](docs/data_factor_roadmap.zh-CN.md)
- [`docs/notification_format.md`](docs/notification_format.md)
- [`docs/notification_format.zh-CN.md`](docs/notification_format.zh-CN.md)
- [`docs/system_design.md`](docs/system_design.md)
- [`docs/system_design.zh-CN.md`](docs/system_design.zh-CN.md)
See [CONTRIBUTING.md](CONTRIBUTING.md).

## Community and security
## Security

- See [CONTRIBUTING.md](CONTRIBUTING.md) for pull request scope, local verification, and documentation expectations.
- Follow [CODE_OF_CONDUCT.md](CODE_OF_CONDUCT.md) for maintainer and contributor conduct.
- Report credential, automation, broker, exchange, or cloud-resource vulnerabilities through [SECURITY.md](SECURITY.md); do not open public issues for secrets or live-execution risk.
See [SECURITY.md](SECURITY.md). Do not open a public issue for a vulnerability.
Keep credentials, private data, and external service tokens out of Git and logs.

## License

See [LICENSE](LICENSE).

[Project scope and operating reference](docs/project-reference.md).
MIT. See [LICENSE](LICENSE).
82 changes: 44 additions & 38 deletions README.zh-CN.md
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# QuantAdvisorResearch

[English README](README.md)
把公开网页与 RSS 证据转成可追溯研究型咨询报告的研究发布系统。

> 投资有风险。本项目不构成投资建议,仅用于学习、研究和工程审阅。
[English](README.md) | 简体中文

## 这个仓库是什么
## 状态

QuantAdvisorResearch 是 QuantStrategyLab 的研究发布系统。基于网页和 RSS 证据发布研究型内容,不执行订单。
实验性项目,使用风险自负。本项目不构成投资建议,也不保证任何交易结果。它的输出是研究证据,不是交易指令。

它产出研究、审计或编排类 artifact,不应自行提交券商订单,也不应直接修改 live allocation。
## 简介

## QSL 架构角色
QuantAdvisorResearch 基于公开网页与 RSS 证据构建并发布研究型咨询内容。它是咨询研究系统中的确定性合成层:把上游证据合成为咨询报告、市场确认与建议复核产物,以及一个静态站点,并保持每个输出都可追溯到来源。它面向需要查看已发布推理过程的研究者和审阅者,不面向实盘交易。

- **层级**:`研究/证据`。
- **职责**:研究型 advisory 发布系统。
- **事实源/归属**:可追溯 advisory reports 和 web/RSS 证据摘要。
- **消费对象**:公开 web/RSS 输入和 research signal context。
- **禁止事项**:自动提交订单、allocation changes 或账户建议。
## 不适用范围

## 输出边界
它不提交券商订单。它不改变仓位分配。它不产生自动交易指令或自动批准,其报告也不构成投资建议。

- 生成报告应作为证据或审阅材料,不是自动交易指令。
- 保留来源可追溯性和 artifact 时间戳。
- 输出用于下游策略或平台改动前,需要人工 review。
- 凭据、私人数据和外部服务 token 不能提交到 Git,也不能写入日志。
## 快速开始

## 仓库结构
需要 Python 3.11 或更高版本。

- `src/`:库代码和运行时代码。
- `tests/`:单元测试、契约测试和回归测试。
- `docs/`:运行手册、设计说明、证据和集成契约。
- `.github/workflows/`:CI、定时任务、发布或部署 workflow。
- `scripts/`:运维脚本和本地辅助工具。
```bash
python -m pip install -e '.[test]'
python -m pytest -q
```

## 快速开始
构建与发布入口使用 `--help` 打印用法和必填参数:

```bash
python -m pip install -e .
python -m pytest -q
qar-build-advisory-artifacts --help
qar-build-advisory-report --help
qar-publish-advisory-site --help
```

## 配置

| 变量 | 必填 | 默认值 | 用途 |
|---|---|---|---|
| `TELEGRAM_BOT_TOKEN` | 否 | 无 | 发送咨询通知所用的 bot token。 |
| `TELEGRAM_CHAT_ID` | 否 | 无 | 接收咨询通知的会话。 |
| `NOTIFY_LANG` | 否 | `zh` | 通知使用的语言。 |

报告与通知契约见 [`docs/advisory_contract.md`](docs/advisory_contract.md) 和 [`docs/notification_format.md`](docs/notification_format.md)。

## 仓库结构

```
src/ 库代码和命令实现
scripts/ 命令行辅助脚本
docs/ 设计说明与输出契约
examples/ 示例输入
data/ 本地工作输出
tests/ 单元与契约测试
```

## 延伸文档
## 参与贡献

- [`docs/advisory_contract.md`](docs/advisory_contract.md)
- [`docs/data_factor_roadmap.md`](docs/data_factor_roadmap.md)
- [`docs/data_factor_roadmap.zh-CN.md`](docs/data_factor_roadmap.zh-CN.md)
- [`docs/notification_format.md`](docs/notification_format.md)
- [`docs/notification_format.zh-CN.md`](docs/notification_format.zh-CN.md)
- [`docs/system_design.md`](docs/system_design.md)
- [`docs/system_design.zh-CN.md`](docs/system_design.zh-CN.md)
见 [CONTRIBUTING.md](CONTRIBUTING.md)。

## 社区和安全
## 安全

- 贡献前请阅读 [CONTRIBUTING.md](CONTRIBUTING.md),确认 PR 范围、本地校验和文档要求。
- 讨论、issue 和 review 请遵守 [CODE_OF_CONDUCT.md](CODE_OF_CONDUCT.md)。
- 涉及密钥、自动化、券商/交易所或云资源的漏洞请按 [SECURITY.md](SECURITY.md) 私密报告;不要为 secret 或实盘风险开公开 issue。
见 [SECURITY.md](SECURITY.md)。安全漏洞不要开公开 issue,也不要让凭据、私有数据和外部服务 token 进入 Git 或日志。

## 许可证

详见 [LICENSE](LICENSE)。
MIT,见 [LICENSE](LICENSE)。
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