Add AI news risk analysis and dashboard

Analyze news revisions with independent model settings, evidence-backed risk ratings, event grouping, and rolling market outlooks. Add a default homepage, archival history, pending-result refresh, and isolated regression coverage.

Keep analysis disabled until explicitly enabled. Require a separately authorized schema migration before deployment and preserve compatibility with the previous six-service instance.

backend/tests/test_news_risk.py

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+"""Risk evidence, identity and model boundaries use synthetic inputs only."""
+import asyncio
+import json
+from datetime import UTC, datetime
+import pytest
+
+
+@pytest.fixture
+def risk(trading):
+    from alphapulse.news_risk import service
+    return service
+
+
+def label(risk, **values):
+    return risk.Label(id=1, title='交易所安全事件', summary='媒体报道交易所安全事件', category='security',
+        entities=['Exchange'], stars=5, direction='bearish', verification='unverified', confidence='low',
+        reasoning='重大资金安全风险', uncertainty='规模尚待核实', evidence='安全事件', event_id=None, **values)
+
+
+def test_risk_start_is_beijing_midnight(risk):
+    assert risk.START == datetime(2026, 10, 25, 16, tzinfo=UTC)
+
+
+def test_extreme_unverified_event_preserves_uncertainty(risk):
+    item = label(risk)
+    risk.validate_labels(risk.Labels(items=[item]), {1: {'title': '安全事件'}}, set())
+    assert item.stars == 5 and item.verification == 'unverified'
+
+
+@pytest.mark.parametrize('kind', ['missing', 'duplicate', 'unknown', 'evidence', 'candidate', 'insufficient'])
+def test_invalid_results_are_rejected(risk, kind):
+    item = label(risk)
+    if kind == 'missing': items = []
+    elif kind == 'duplicate': items = [item, item]
+    else:
+        if kind == 'unknown': item.id = 2
+        if kind == 'evidence': item.evidence = '捏造的跌幅6%'
+        if kind == 'candidate': item.event_id = 999
+        if kind == 'insufficient': item.verification = 'insufficient'
+        items = [item]
+    with pytest.raises(ValueError):
+        risk.validate_labels(risk.Labels(items=items), {1: {'title': '安全事件'}}, set())
+
+
+def test_same_batch_grouping_must_not_cycle(risk):
+    first = label(risk)
+    second = label(risk).model_copy(update={'id': 2, 'same_event_as': 1})
+    inputs = {1: {'title': '安全事件'}, 2: {'title': '安全事件'}}
+    risk.validate_labels(risk.Labels(items=[second, first]), inputs, set())
+    first.same_event_as = 2
+    with pytest.raises(ValueError):
+        risk.validate_labels(risk.Labels(items=[first, second]), inputs, set())
+
+
+def test_truncated_completion_is_not_a_safe_label(risk, monkeypatch):
+    from types import SimpleNamespace
+    async def stream(*args):
+        yield risk.llm.Completion(truncated=True)
+    monkeypatch.setattr(risk.llm, 'stream', stream)
+    with pytest.raises(ValueError, match='截断'):
+        asyncio.run(risk.complete(SimpleNamespace(max_tokens=100, context_window=10000, reasoning_effort=None), '', {}, risk.Labels))
+
+
+def test_model_override_never_changes_shared_provider(risk):
+    from types import SimpleNamespace
+    provider = SimpleNamespace(model='original')
+    class Session:
+        async def get(self, *args): return provider
+        def expunge(self, obj): self.detached = obj.model
+    session = Session()
+    result = asyncio.run(risk.provider_for(session, SimpleNamespace(provider_id=1, model='LUNA')))
+    assert session.detached == 'original' and result.model == 'LUNA'
+
+
+def test_worker_correction_and_late_backfill_keep_current_and_peak_ratings(risk, monkeypatch):
+    from datetime import timedelta
+    from types import SimpleNamespace
+    from unittest.mock import AsyncMock
+    from alphapulse.news_risk import worker
+    from alphapulse.models import NewsItem
+    from alphapulse.models.risk import RiskAnalysis, RiskEvent, RiskSettings
+
+    now = datetime.now(UTC)
+    original = label(risk)
+    event = RiskEvent(id=7, title=original.title, category='security', entities=['Exchange'], stars=5,
+        peak_stars=5, result=original.model_dump(), published_at=now-timedelta(minutes=2), updated_at=now-timedelta(minutes=2))
+    rows = [RiskAnalysis(id=i, news_id=i, content_hash=str(i), state='pending', input={
+        'title': '安全事件', 'published_at': (now-timedelta(minutes=minutes)).isoformat(),
+        'progress_at': (now-timedelta(minutes=minutes)).isoformat()}) for i, minutes in [(2, 1), (1, 3)]]
+    correction = original.model_copy(update={'id': 2, 'event_id': 7, 'stars': 1, 'verification': 'refuted'})
+    historical = original.model_copy(update={'id': 1, 'event_id': 7})
+
+    class Session:
+        def __init__(self): self.selections = iter([rows, [event]])
+        async def __aenter__(self): return self
+        async def __aexit__(self, *args): pass
+        async def get(self, model, identifier, **kwargs):
+            if model is RiskSettings: return SimpleNamespace(enabled=True)
+            if model is NewsItem: return SimpleNamespace(content_hash=str(identifier))
+            if model is RiskEvent: return event
+            raise AssertionError(model)
+        async def scalars(self, query):
+            values = next(self.selections)
+            return SimpleNamespace(all=lambda: values)
+        async def commit(self): pass
+
+    monkeypatch.setattr(worker, 'SessionLocal', Session)
+    monkeypatch.setattr(worker, 'provider_for', AsyncMock(return_value=SimpleNamespace(model='news-only', max_tokens=1000, context_window=200000)))
+    monkeypatch.setattr(worker, 'find_candidates', AsyncMock(return_value=([event], {1: 7, 2: 7})))
+    monkeypatch.setattr(worker, 'enqueue', AsyncMock())
+    monkeypatch.setattr(worker, 'complete', AsyncMock(return_value=(risk.Labels(items=[historical, correction]), {'input_tokens': 10})))
+    asyncio.run(worker.analyze())
+    assert event.stars == 1 and event.peak_stars == 5
+    assert event.result['verification'] == 'refuted'
+    assert event.published_at == now-timedelta(minutes=3)
+    assert all(row.state == 'done' and row.event_id == 7 for row in rows)
+    assert rows[0].usage == {'input_tokens': 10} and rows[1].usage is None
+
+
+def test_batch_packing_keeps_other_articles_queued_and_retains_linked_event(risk):
+    from types import SimpleNamespace
+    from alphapulse.news_risk.worker import pack_batch, batch_payload
+    now = datetime.now(UTC)
+    event = SimpleNamespace(id=7, title='安全事件', category='security', entities=['Exchange'],
+        published_at=now, updated_at=now, result={'summary': '安全事件'})
+    rows = [SimpleNamespace(id=i, news_id=i, input={'title': '安全事件', 'content': 'x'*1000}) for i in range(10)]
+    base = len((risk.SYSTEM + json.dumps(risk.Labels.model_json_schema(), ensure_ascii=False)).encode())
+    provider = SimpleNamespace(max_tokens=256, context_window=base+2000)
+    packed, candidates, payload = pack_batch(provider, rows, [event], {0: 7})
+    assert 0 < len(packed) < len(rows)
+    assert candidates == [event] and risk.fits_context(provider, risk.SYSTEM, payload, risk.Labels)
+    assert all(len(r.input['content']) == 1000 for r in rows)
+    rows[0].input['content'] = 'x'*10000
+    packed, candidates, payload = pack_batch(provider, rows, [event], {0: 7})
+    assert packed == [rows[0]] and candidates == [event]
+    assert not risk.fits_context(provider, risk.SYSTEM, payload, risk.Labels)
+    assert len(batch_payload(rows[1:], [])['news']) == 9
+
+
+def test_context_budget_includes_unicode_and_tool_schema(risk):
+    from types import SimpleNamespace
+    provider = SimpleNamespace(max_tokens=256, context_window=4096)
+    assert not risk.fits_context(provider, risk.SYSTEM, {'content': '风'*1000}, risk.Labels)