finance-sys

Go 1.22 backend for a narrowed China-market research workflow:

1. Upload a parseable PDF/Word/text document
2. Deduplicate by SHA256 and store the original bytes in MySQL
3. Extract plain text from the file
4. Ask the LLM layer to extract structured trade intent only
5. Generate stable T+1 candidate plans with deterministic rules
6. Persist and query results

Current Scope

• Supported input: .pdf, .doc, .docx, .txt, .md, .csv
• Storage model: raw document bytes stored in MySQL
• Parsing: plain-text extraction only
• Analysis: structured trade intent extraction from text
• Rules: deterministic generation of entry, stop loss, take profit, position
• Database access: gorm.io/gorm + gorm.io/driver/mysql
• Model generation: gorm.io/gen
• API:
  • GET /healthz
  • GET /api/v1/documents
  • POST /api/v1/documents/upload
  • POST /api/v1/documents/{id}/analyze
  • GET /api/v1/documents/{id}/plans
  • GET /api/v1/plans
  • POST /api/v1/admin/config/reload

Database Practice

• Database models live in internal/domain/db_model.
• DAL singletons live in internal/dal.
• Every DAL DML method accepts ctx context.Context and db *gorm.DB.
• Query methods use dal.QueryParam; update methods use dal.UpdateParam.
• DAL exposes concrete methods for callers, such as QueryByID, QueryLatestByDocumentID, and UpdateStatusByID.
• DAL accepts and returns internal/domain/db_model records or primitive values.
• Service code owns transactions and conversion between domain models and database models.
• sqlc is no longer part of the project.

Generate Models

generate.go follows the same config-loading path as the API bootstrap: it reads Nacos bootstrap environment variables, loads the Nacos JSON config, extracts the MySQL DSN, connects to MySQL, and runs gorm.io/gen.

go run generate.go

If Nacos bootstrap variables are absent, it follows the API's local development fallback and reads configs/example_nacos_config.json.

Removed From This Revision

• Market provider chain
• Approval flow
• T+1 evaluation
• Scorecard/reporting
• Worker and scheduler
• Redis and object storage dependencies in the runtime path
• HTML/email/table/OCR side paths

Run

go run ./cmd/api

Validate

env GOTOOLCHAIN=local go test ./...
env GOTOOLCHAIN=local go build ./...