migration: preserve review journal alerts and assistant slice
This commit is contained in:
leefer
+4
-383
@@ -8,6 +8,7 @@ from typing import Any
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from backend.database import MIGRATIONS, MigrationRunner, SQLiteConnectionFactory
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from backend.features.accounts.repository import AccountRepositoryMixin
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from backend.features.alerts.repository import AlertRepositoryMixin
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from backend.features.auction.repository import AuctionRepositoryMixin
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from backend.features.dragon_tiger.repository import DragonTigerRepositoryMixin
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from backend.features.heaven.repository import HeavenRepositoryMixin
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@@ -15,6 +16,7 @@ from backend.features.market.repository import MarketRepositoryMixin
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from backend.features.mentor.repository import MentorRepositoryMixin
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from backend.features.pools.repository import PoolRepositoryMixin
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from backend.features.popularity.repository import PopularityRepositoryMixin
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from backend.features.review.repository import ReviewRepositoryMixin
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from backend.features.screener.repository import ScreenerRepositoryMixin
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from backend.features.system.repository import SystemSettingsRepositoryMixin
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from backend.llm.repository import LLMAuditRepositoryMixin
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@@ -22,6 +24,7 @@ from backend.llm.repository import LLMAuditRepositoryMixin
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class ReviewDatabase(
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AccountRepositoryMixin,
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AlertRepositoryMixin,
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AuctionRepositoryMixin,
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DragonTigerRepositoryMixin,
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HeavenRepositoryMixin,
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@@ -29,6 +32,7 @@ class ReviewDatabase(
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MentorRepositoryMixin,
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PoolRepositoryMixin,
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PopularityRepositoryMixin,
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ReviewRepositoryMixin,
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ScreenerRepositoryMixin,
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SystemSettingsRepositoryMixin,
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LLMAuditRepositoryMixin,
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@@ -662,147 +666,6 @@ class ReviewDatabase(
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MigrationRunner().apply(connection, MIGRATIONS)
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def list_watchlist(self, user_id: int) -> list[dict[str, Any]]:
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with self.connect() as connection:
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rows = connection.execute(
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"""
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SELECT code, name, sector, color, remark, created_at, updated_at
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FROM watchlist WHERE user_id = ? ORDER BY updated_at DESC, code
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""",
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(int(user_id),),
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).fetchall()
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return [dict(row) for row in rows]
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def save_watchlist(
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self, user_id: int, code: str, name: str, sector: str, color: str,
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remark: str | None = None,
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) -> None:
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now = datetime.now().astimezone().isoformat(timespec="seconds")
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with self.connect() as connection:
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existing = connection.execute(
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"SELECT remark FROM watchlist WHERE user_id = ? AND code = ?",
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(int(user_id), code),
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).fetchone()
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saved_remark = (
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str(existing["remark"] or "") if remark is None and existing else str(remark or "")
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)
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connection.execute(
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"""
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INSERT INTO watchlist
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(user_id, code, name, sector, color, remark, created_at, updated_at)
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VALUES (?, ?, ?, ?, ?, ?, ?, ?)
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ON CONFLICT(user_id, code) DO UPDATE SET
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name = excluded.name,
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sector = excluded.sector,
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color = excluded.color,
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remark = excluded.remark,
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updated_at = excluded.updated_at
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""",
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(int(user_id), code, name, sector, color, saved_remark, now, now),
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)
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def watchlist_price_history(
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self, codes: list[str], end_date: str, limit_per_code: int = 6
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) -> dict[str, list[dict[str, Any]]]:
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result: dict[str, list[dict[str, Any]]] = {}
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if not codes:
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return result
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with self.connect() as connection:
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for code in codes:
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rows = connection.execute(
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"""
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SELECT trade_date, ts_code, close, pct_chg
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FROM daily_bars
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WHERE substr(ts_code, 1, 6) = ? AND trade_date <= ?
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ORDER BY trade_date DESC LIMIT ?
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""",
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(str(code), end_date, int(limit_per_code)),
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).fetchall()
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result[str(code)] = [dict(row) for row in reversed(rows)]
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return result
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def delete_watchlist(self, user_id: int, code: str) -> bool:
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with self.connect() as connection:
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cursor = connection.execute(
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"DELETE FROM watchlist WHERE user_id = ? AND code = ?",
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(int(user_id), code),
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)
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return cursor.rowcount > 0
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def list_notes(
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self,
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user_id: int,
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code: str = "",
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trade_date: str = "",
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scope: str = "all",
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) -> list[dict[str, Any]]:
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clauses: list[str] = ["user_id = ?"]
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parameters: list[Any] = [int(user_id)]
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if scope == "daily":
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clauses.append("code = ''")
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elif scope == "stock":
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clauses.append("code <> ''")
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if code:
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clauses.append("code = ?")
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parameters.append(code)
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if trade_date:
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clauses.append("trade_date = ?")
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parameters.append(trade_date)
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where = f"WHERE {' AND '.join(clauses)}" if clauses else ""
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with self.connect() as connection:
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rows = connection.execute(
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f"""
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SELECT id, code, stock_name, trade_date, summary, content, plan, created_at, updated_at
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FROM review_notes {where}
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ORDER BY trade_date DESC, updated_at DESC, id DESC LIMIT 200
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""",
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parameters,
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).fetchall()
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return [dict(row) for row in rows]
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def save_note(
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self,
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user_id: int,
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code: str,
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stock_name: str,
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trade_date: str,
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content: str,
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plan: str,
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note_id: int | None = None,
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summary: str = "",
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) -> int:
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now = datetime.now().astimezone().isoformat(timespec="seconds")
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with self.connect() as connection:
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if note_id:
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cursor = connection.execute(
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"""
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UPDATE review_notes
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SET code = ?, stock_name = ?, trade_date = ?, summary = ?, content = ?, plan = ?, updated_at = ?
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WHERE id = ? AND user_id = ?
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""",
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(code, stock_name, trade_date, summary, content, plan, now, note_id, int(user_id)),
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)
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if cursor.rowcount == 0:
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raise ValueError("复盘笔记不存在。")
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return note_id
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cursor = connection.execute(
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"""
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INSERT INTO review_notes
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(user_id, code, stock_name, trade_date, summary, content, plan, created_at, updated_at)
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VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?)
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""",
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(int(user_id), code, stock_name, trade_date, summary, content, plan, now, now),
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)
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return int(cursor.lastrowid)
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def delete_note(self, user_id: int, note_id: int) -> bool:
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with self.connect() as connection:
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cursor = connection.execute(
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"DELETE FROM review_notes WHERE id = ? AND user_id = ?",
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(note_id, int(user_id)),
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)
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return cursor.rowcount > 0
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def list_sector_phase_overrides(self) -> dict[str, str]:
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with self.connect() as connection:
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@@ -832,10 +695,6 @@ class ReviewDatabase(
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(name,),
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)
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return cursor.rowcount > 0
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def list_wencai_saved_queries(
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self, user_id: int, limit: int = 30
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) -> list[dict[str, Any]]:
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@@ -885,241 +744,3 @@ class ReviewDatabase(
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(int(query_id), int(user_id)),
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)
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return cursor.rowcount > 0
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def save_alert(
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self,
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user_id: int,
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kind: str,
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title: str,
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content: str,
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available_date: str,
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code: str,
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dedupe_key: str,
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) -> int:
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now = datetime.now().astimezone().isoformat(timespec="seconds")
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with self.connect() as connection:
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connection.execute(
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"""
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INSERT INTO alerts
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(user_id, kind, title, content, available_date, code, dedupe_key,
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is_read, created_at, updated_at)
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VALUES (?, ?, ?, ?, ?, ?, ?, 0, ?, ?)
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ON CONFLICT(user_id, dedupe_key) DO UPDATE SET
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title=excluded.title, content=excluded.content,
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available_date=excluded.available_date, updated_at=excluded.updated_at
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""",
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(
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int(user_id), kind, title, content, available_date, code,
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dedupe_key, now, now,
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),
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)
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row = connection.execute(
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"SELECT id FROM alerts WHERE user_id = ? AND dedupe_key = ?",
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(int(user_id), dedupe_key),
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).fetchone()
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return int(row["id"])
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def list_alerts(
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self, user_id: int, as_of: str, unread_only: bool = False, limit: int = 100
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) -> list[dict[str, Any]]:
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with self.connect() as connection:
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if unread_only:
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rows = connection.execute(
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"""
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SELECT id, kind, title, content, available_date, code, is_read,
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created_at, updated_at, read_at
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FROM alerts
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WHERE user_id = ? AND available_date <= ? AND is_read = 0
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ORDER BY available_date DESC, id DESC LIMIT ?
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""",
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(int(user_id), as_of, max(1, min(300, int(limit)))),
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).fetchall()
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else:
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rows = connection.execute(
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"""
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SELECT id, kind, title, content, available_date, code, is_read,
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created_at, updated_at, read_at
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FROM alerts WHERE user_id = ?
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ORDER BY CASE WHEN available_date > ? THEN 0 ELSE 1 END,
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is_read, available_date, id DESC LIMIT ?
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""",
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(int(user_id), as_of, max(1, min(300, int(limit)))),
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).fetchall()
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return [{**dict(row), "is_read": bool(row["is_read"])} for row in rows]
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def count_unread_alerts(self, user_id: int, as_of: str) -> int:
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with self.connect() as connection:
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row = connection.execute(
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"""
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SELECT COUNT(*) AS total FROM alerts
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WHERE user_id = ? AND available_date <= ? AND is_read = 0
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""",
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(int(user_id), as_of),
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).fetchone()
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return int(row["total"] if row else 0)
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def mark_alert_read(self, user_id: int, alert_id: int) -> bool:
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now = datetime.now().astimezone().isoformat(timespec="seconds")
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with self.connect() as connection:
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cursor = connection.execute(
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"""
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UPDATE alerts SET is_read = 1, read_at = ?, updated_at = ?
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WHERE id = ? AND user_id = ?
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""",
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(now, now, int(alert_id), int(user_id)),
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)
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return cursor.rowcount > 0
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def mark_all_alerts_read(self, user_id: int, as_of: str) -> int:
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now = datetime.now().astimezone().isoformat(timespec="seconds")
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with self.connect() as connection:
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cursor = connection.execute(
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"""
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UPDATE alerts SET is_read = 1, read_at = ?, updated_at = ?
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WHERE user_id = ? AND available_date <= ? AND is_read = 0
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""",
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(now, now, int(user_id), as_of),
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)
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return int(cursor.rowcount)
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def delete_alert(self, user_id: int, alert_id: int) -> bool:
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with self.connect() as connection:
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cursor = connection.execute(
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"DELETE FROM alerts WHERE id = ? AND user_id = ?",
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(int(alert_id), int(user_id)),
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)
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return cursor.rowcount > 0
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def save_trade_entry(
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self,
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user_id: int,
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trade_date: str,
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code: str,
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name: str,
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action: str,
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price: float,
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quantity: int,
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position_pct: float,
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pnl_amount: float | None,
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pnl_pct: float | None,
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thesis: str,
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execution: str,
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emotion: str,
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tags: list[str],
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trade_id: int | None = None,
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) -> int:
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now = datetime.now().astimezone().isoformat(timespec="seconds")
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tags_json = json.dumps(tags, ensure_ascii=False, separators=(",", ":"))
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with self.connect() as connection:
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if trade_id:
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cursor = connection.execute(
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"""
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UPDATE trade_entries SET
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trade_date=?, code=?, name=?, action=?, price=?, quantity=?,
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position_pct=?, pnl_amount=?, pnl_pct=?, thesis=?, execution=?,
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emotion=?, tags=?, updated_at=?
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WHERE id=? AND user_id=?
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""",
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(
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trade_date, code, name, action, price, quantity, position_pct,
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pnl_amount, pnl_pct, thesis, execution, emotion, tags_json, now,
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int(trade_id), int(user_id),
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),
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)
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if cursor.rowcount == 0:
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raise ValueError("交易记录不存在或无权修改。")
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return int(trade_id)
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cursor = connection.execute(
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"""
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INSERT INTO trade_entries
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(user_id, trade_date, code, name, action, price, quantity,
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position_pct, pnl_amount, pnl_pct, thesis, execution, emotion,
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tags, created_at, updated_at)
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VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)
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""",
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(
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int(user_id), trade_date, code, name, action, price, quantity,
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position_pct, pnl_amount, pnl_pct, thesis, execution, emotion,
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tags_json, now, now,
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),
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)
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return int(cursor.lastrowid)
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def list_trade_entries(
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self, user_id: int, start_date: str = "", end_date: str = "", code: str = "",
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limit: int = 300,
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) -> list[dict[str, Any]]:
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clauses = ["user_id = ?"]
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parameters: list[Any] = [int(user_id)]
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if start_date:
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clauses.append("trade_date >= ?")
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parameters.append(start_date)
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if end_date:
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clauses.append("trade_date <= ?")
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parameters.append(end_date)
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if code:
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clauses.append("code = ?")
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parameters.append(code)
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parameters.append(max(1, min(1000, int(limit))))
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with self.connect() as connection:
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rows = connection.execute(
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f"""
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SELECT * FROM trade_entries WHERE {' AND '.join(clauses)}
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ORDER BY trade_date DESC, id DESC LIMIT ?
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""",
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parameters,
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).fetchall()
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return [dict(row) for row in rows]
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def delete_trade_entry(self, user_id: int, trade_id: int) -> bool:
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with self.connect() as connection:
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cursor = connection.execute(
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"DELETE FROM trade_entries WHERE id = ? AND user_id = ?",
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(int(trade_id), int(user_id)),
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)
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return cursor.rowcount > 0
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def save_assistant_exchange(
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self, user_id: int, question: str, answer: str, context_date: str
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) -> None:
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now = datetime.now().astimezone().isoformat(timespec="seconds")
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with self.connect() as connection:
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connection.executemany(
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"""
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INSERT INTO assistant_messages
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(user_id, role, content, context_date, created_at)
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VALUES (?, ?, ?, ?, ?)
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""",
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[
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(int(user_id), "user", question, context_date, now),
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(int(user_id), "assistant", answer, context_date, now),
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],
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)
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connection.execute(
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"""
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DELETE FROM assistant_messages WHERE user_id = ? AND id NOT IN (
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SELECT id FROM assistant_messages
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WHERE user_id = ? ORDER BY id DESC LIMIT 200
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)
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""",
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(int(user_id), int(user_id)),
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)
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def list_assistant_messages(self, user_id: int, limit: int = 100) -> list[dict[str, Any]]:
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with self.connect() as connection:
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rows = connection.execute(
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"""
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SELECT role, content, context_date, created_at FROM assistant_messages
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WHERE user_id = ? ORDER BY id DESC LIMIT ?
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""",
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(int(user_id), max(1, min(200, int(limit)))),
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).fetchall()
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return [dict(row) for row in reversed(rows)]
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def delete_assistant_messages(self, user_id: int) -> int:
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with self.connect() as connection:
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cursor = connection.execute(
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"DELETE FROM assistant_messages WHERE user_id = ?", (int(user_id),)
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)
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return int(cursor.rowcount)
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