fundManagerByName.ts•11.5 kB
import { TUSHARE_CONFIG } from '../config.js';
// 基金经理按姓名查询工具
export const fundManagerByName = {
name: "fund_manager_by_name",
description: "根据基金经理姓名查询基金经理详细信息，包括管理的基金列表、个人背景、任职经历等",
inputSchema: {
type: "object" as const,
properties: {
name: {
type: "string",
description: "基金经理姓名，如'张凯'、'刘彦春'等"
},
ann_date: {
type: "string",
description: "公告日期，格式为YYYYMMDD，如'20230101'。用于限制查询的公告日期"
}
},
required: ["name"]
}
};
// 类型定义
interface FundRecord {
tsCode: string;
annDate: string;
beginDate: string;
endDate: string;
}
interface ManagerInfo {
managerName: string;
gender: string;
birthYear: string;
edu: string;
nationality: string;
resume: string;
}
interface PersonData {
info: ManagerInfo;
funds: FundRecord[];
}
interface RawRecord {
tsCode: string;
annDate: string;
managerName: string;
gender: string;
birthYear: string;
edu: string;
nationality: string;
beginDate: string;
endDate: string;
resume: string;
}
// 获取基金经理数据
async function fetchFundManagerData(
name: string,
annDate?: string,
apiKey?: string,
apiUrl?: string
) {
if (!apiKey || !apiUrl) {
throw new Error("API配置未找到");
}
const params: any = {
api_name: "fund_manager",
token: apiKey,
params: {
name: name
},
fields: "ts_code,ann_date,name,gender,birth_year,edu,nationality,begin_date,end_date,resume"
};
if (annDate) {
params.params.ann_date = annDate;
}
const response = await fetch(apiUrl, {
method: "POST",
headers: { "Content-Type": "application/json" },
body: JSON.stringify(params)
});
if (!response.ok) {
throw new Error(`API请求失败: ${response.statusText}`);
}
const result = await response.json();
if (result.code !== 0) {
throw new Error(`API返回错误: ${result.msg}`);
}
return result.data;
}
// 格式化日期显示
function formatDate(dateStr: string): string {
if (!dateStr || dateStr === 'N/A') return 'N/A';
if (dateStr.length === 8) {
return `${dateStr.substring(0, 4)}-${dateStr.substring(4, 6)}-${dateStr.substring(6, 8)}`;
}
return dateStr;
}
// 计算两个简历的相似度
function calculateResumeSimilarity(resume1: string, resume2: string): number {
if (!resume1 || !resume2) return 0;
// 提取关键信息进行比较
const extractKeywords = (resume: string) => {
const keywords = new Set<string>();
// 提取学校名称
const schoolMatches = resume.match(/[大学|学院|University|College]+/g);
if (schoolMatches) {
schoolMatches.forEach(school => keywords.add(school.toLowerCase()));
}
// 提取公司名称
const companyMatches = resume.match(/[基金|投资|证券|银行|保险|资管]+/g);
if (companyMatches) {
companyMatches.forEach(company => keywords.add(company.toLowerCase()));
}
// 提取学位信息
const degreeMatches = resume.match(/[硕士|博士|学士|MBA|CFA|FRM]+/g);
if (degreeMatches) {
degreeMatches.forEach(degree => keywords.add(degree.toLowerCase()));
}
return keywords;
};
const keywords1 = extractKeywords(resume1);
const keywords2 = extractKeywords(resume2);
if (keywords1.size === 0 && keywords2.size === 0) return 0;
// 计算交集
const intersection = new Set([...keywords1].filter(x => keywords2.has(x)));
const union = new Set([...keywords1, ...keywords2]);
return intersection.size / union.size;
}
// 判断两个记录是否是同一人
function isSamePerson(record1: RawRecord, record2: RawRecord): boolean {
// 姓名和性别必须相同
if (record1.managerName !== record2.managerName || record1.gender !== record2.gender) {
return false;
}
// 如果出生年份都有且不同，则认为是不同人
if (record1.birthYear && record2.birthYear &&
record1.birthYear !== 'N/A' && record2.birthYear !== 'N/A' &&
record1.birthYear !== record2.birthYear) {
return false;
}
// 如果学历完全相同（且不为空），认为可能是同一人
if (record1.edu && record2.edu && record1.edu !== 'N/A' && record2.edu !== 'N/A') {
if (record1.edu === record2.edu) {
return true;
}
}
// 如果简历相似度高，认为是同一人
const similarity = calculateResumeSimilarity(record1.resume, record2.resume);
if (similarity > 0.3) { // 30%以上相似度认为是同一人
return true;
}
// 如果都没有出生年份，学历也不同或为空，但国籍相同，暂时认为是同一人
if ((!record1.birthYear || record1.birthYear === 'N/A') &&
(!record2.birthYear || record2.birthYear === 'N/A') &&
record1.nationality === record2.nationality) {
return true;
}
return false;
}
// 智能分组：将同一人的记录合并
function groupRecordsByPerson(records: RawRecord[]): PersonData[] {
const groups: PersonData[] = [];
for (const record of records) {
let foundGroup = false;
// 尝试找到匹配的现有组
for (const group of groups) {
const representativeRecord: RawRecord = {
tsCode: '', // 不重要
annDate: '',
managerName: group.info.managerName,
gender: group.info.gender,
birthYear: group.info.birthYear,
edu: group.info.edu,
nationality: group.info.nationality,
beginDate: '',
endDate: '',
resume: group.info.resume
};
if (isSamePerson(record, representativeRecord)) {
// 添加到现有组
group.funds.push({
tsCode: record.tsCode,
annDate: record.annDate,
beginDate: record.beginDate,
endDate: record.endDate
});
// 更新组信息（优先使用更完整的信息）
if (!group.info.birthYear || group.info.birthYear === 'N/A') {
if (record.birthYear && record.birthYear !== 'N/A') {
group.info.birthYear = record.birthYear;
}
}
if (!group.info.edu || group.info.edu === 'N/A') {
if (record.edu && record.edu !== 'N/A') {
group.info.edu = record.edu;
}
}
if (!group.info.resume || group.info.resume.length < record.resume.length) {
if (record.resume) {
group.info.resume = record.resume;
}
}
foundGroup = true;
break;
}
}
// 如果没有找到匹配的组，创建新组
if (!foundGroup) {
groups.push({
info: {
managerName: record.managerName,
gender: record.gender,
birthYear: record.birthYear,
edu: record.edu,
nationality: record.nationality,
resume: record.resume
},
funds: [{
tsCode: record.tsCode,
annDate: record.annDate,
beginDate: record.beginDate,
endDate: record.endDate
}]
});
}
}
return groups;
}
// 格式化基金经理数据输出
function formatFundManagerData(data: any, name: string): string {
let output = `# 基金经理查询结果\n\n`;
output += `查询基金经理: ${name}\n\n`;
if (!data || !data.items || data.items.length === 0) {
return output + "没有找到相关的基金经理信息。\n";
}
const items = data.items;
// 转换为统一的记录格式
const records: RawRecord[] = items.map((item: any) => {
const [tsCode, annDate, managerName, gender, birthYear, edu, nationality, beginDate, endDate, resume] = item;
return {
tsCode, annDate, managerName, gender, birthYear, edu, nationality, beginDate, endDate, resume
};
});
// 智能分组
const personGroups = groupRecordsByPerson(records);
let personIndex = 1;
for (const personData of personGroups) {
const { info, funds } = personData;
const { managerName, gender, birthYear, edu, nationality, resume } = info;
// 如果有多个人
if (personGroups.length > 1) {
output += `## ${personIndex}. 基金经理信息\n\n`;
}
// 个人基本信息（只显示一次）
output += `### 个人基本信息\n\n`;
output += `| 项目 | 信息 |\n`;
output += `|------|------|\n`;
output += `| 姓名 | ${managerName || 'N/A'} |\n`;
output += `| 性别 | ${gender === 'M' ? '男' : gender === 'F' ? '女' : gender || 'N/A'} |\n`;
output += `| 出生年份 | ${birthYear || 'N/A'} |\n`;
output += `| 学历 | ${edu || 'N/A'} |\n`;
output += `| 国籍 | ${nationality || 'N/A'} |\n`;
if (resume) {
output += `\n个人简历:\n${resume}\n`;
}
// 基金管理信息统计
const activeFunds = funds.filter((fund: FundRecord) => !fund.endDate || fund.endDate === '在任');
const historicalFunds = funds.filter((fund: FundRecord) => fund.endDate && fund.endDate !== '在任');
output += `\n### 基金管理概况\n\n`;
output += `- 管理基金总数: ${funds.length} 只\n`;
output += `- 当前在任: ${activeFunds.length} 只\n`;
output += `- 历史管理: ${historicalFunds.length} 只\n\n`;
// 当前在任基金
if (activeFunds.length > 0) {
output += `### 当前在任基金 (${activeFunds.length}只)\n\n`;
output += `| 基金代码 | 任职开始日期 | 最新公告日期 |\n`;
output += `|----------|--------------|---------------|\n`;
// 按任职开始日期排序
activeFunds.sort((a: FundRecord, b: FundRecord) => (b.beginDate || '').localeCompare(a.beginDate || ''));
activeFunds.forEach((fund: FundRecord) => {
output += `| ${fund.tsCode} | ${formatDate(fund.beginDate)} | ${formatDate(fund.annDate)} |\n`;
});
output += `\n`;
}
// 历史管理基金
if (historicalFunds.length > 0) {
output += `### 历史管理基金 (${historicalFunds.length}只)\n\n`;
output += `| 基金代码 | 任职开始日期 | 任职结束日期 | 公告日期 |\n`;
output += `|----------|--------------|--------------|----------|\n`;
// 按结束日期倒序排序
historicalFunds.sort((a: FundRecord, b: FundRecord) => (b.endDate || '').localeCompare(a.endDate || ''));
historicalFunds.forEach((fund: FundRecord) => {
output += `| ${fund.tsCode} | ${formatDate(fund.beginDate)} | ${formatDate(fund.endDate)} | ${formatDate(fund.annDate)} |\n`;
});
output += `\n`;
}
if (personGroups.length > 1) {
output += `---\n\n`;
}
personIndex++;
}
return output;
}
// 工具实现函数
export async function runFundManagerByName(args: {
name: string;
ann_date?: string;
}) {
try {
const TUSHARE_API_KEY = TUSHARE_CONFIG.API_TOKEN;
const TUSHARE_API_URL = TUSHARE_CONFIG.API_URL;
const data = await fetchFundManagerData(
args.name,
args.ann_date,
TUSHARE_API_KEY,
TUSHARE_API_URL
);
const formattedOutput = formatFundManagerData(data, args.name);
return {
content: [{ type: "text", text: formattedOutput }]
};
} catch (error) {
return {
content: [{ type: "text", text: `查询基金经理信息时发生错误: ${error instanceof Error ? error.message : String(error)}` }]
};
}
}