migration: establish exact preserved app baseline

backend/features/__init__.py

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+"""Feature-owned application services."""

backend/features/alerts/__init__.py

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+from .service import AlertService
+
+__all__ = ["AlertService"]

backend/features/alerts/service.py

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+from __future__ import annotations
+
+import secrets
+from datetime import date, datetime
+from typing import Any
+
+from app_config import validate_text
+from backend.database.repositories import AlertRepository
+
+
+class AlertService:
+    def __init__(self, repository: AlertRepository) -> None:
+        self.repository = repository
+
+    def create_manual(self, user_id: int, payload: dict[str, Any]) -> int:
+        title = validate_text(payload.get("title"), "提醒标题", 80, required=True)
+        content = validate_text(payload.get("content"), "提醒内容", 500)
+        code = validate_text(payload.get("code"), "股票代码", 12)
+        available_date = self.calendar_date(
+            str(payload.get("remind_date") or date.today().isoformat())
+        )
+        return self.repository.save_alert(
+            user_id=user_id,
+            kind="manual",
+            title=title,
+            content=content,
+            available_date=available_date,
+            code=code,
+            dedupe_key=f"manual:{secrets.token_hex(12)}",
+        )
+
+    def sync_strategy_tracking(self, user_id: int, tracking: dict[str, Any]) -> int:
+        synced = 0
+        today = date.today().strftime("%Y%m%d")
+        for batch in tracking.get("batches") or []:
+            items = batch.get("items") or []
+            summary = batch.get("summary") or {}
+            if not items:
+                continue
+            run_id = int(batch.get("run_id") or 0)
+            strategy_name = str(batch.get("strategy_name") or "选股策略")
+            observed = int(summary.get("observed") or 0)
+            completed = int(summary.get("completed") or 0)
+            if observed:
+                win_rate = summary.get("t1_win_rate")
+                suffix = f"，当前红盘率 {win_rate:.1f}%" if win_rate is not None else ""
+                self.repository.save_alert(
+                    user_id, "strategy_t1", f"{strategy_name} 已有 T+1 反馈",
+                    f"{observed}/{len(items)} 只标的已有首日表现{suffix}。",
+                    today, "", f"strategy:{run_id}:t1",
+                )
+                synced += 1
+            if completed == len(items):
+                average = summary.get("average_t5")
+                suffix = f"，平均收益 {average:+.2f}%" if average is not None else ""
+                self.repository.save_alert(
+                    user_id, "strategy_t5", f"{strategy_name} 五日跟踪完成",
+                    f"本批 {len(items)} 只标的已完成 T+5 跟踪{suffix}。",
+                    today, "", f"strategy:{run_id}:t5",
+                )
+                synced += 1
+        return synced
+
+    def list_alerts(
+        self, user_id: int, status: str = "all", as_of: str = ""
+    ) -> dict[str, Any]:
+        if status not in {"all", "unread"}:
+            raise ValueError("提醒筛选不支持。")
+        compact_date = self.calendar_date(as_of or date.today().isoformat())
+        items = self.repository.list_alerts(user_id, compact_date, status == "unread")
+        for item in items:
+            item["due"] = str(item.get("available_date") or "") <= compact_date
+        return {
+            "items": items,
+            "unread_count": self.repository.count_unread_alerts(user_id, compact_date),
+            "as_of": compact_date,
+        }
+
+    def mark_read(self, user_id: int, alert_id: int) -> bool:
+        return self.repository.mark_alert_read(user_id, alert_id)
+
+    def mark_all_read(self, user_id: int, as_of: str) -> int:
+        return self.repository.mark_all_alerts_read(user_id, as_of)
+
+    def delete(self, user_id: int, alert_id: int) -> bool:
+        return self.repository.delete_alert(user_id, alert_id)
+
+    @staticmethod
+    def calendar_date(value: str) -> str:
+        compact = value.replace("-", "").strip()
+        try:
+            parsed = datetime.strptime(compact, "%Y%m%d")
+        except ValueError as exc:
+            raise ValueError("提醒日期格式应为 YYYY-MM-DD。") from exc
+        return parsed.strftime("%Y%m%d")

backend/features/review/__init__.py

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+from .trade_journal import EMOTIONS, TRADE_ACTIONS, TradeJournalService
+
+__all__ = ["EMOTIONS", "TRADE_ACTIONS", "TradeJournalService"]

backend/features/review/trade_journal.py

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+from __future__ import annotations
+
+import json
+from datetime import date
+from typing import Any
+
+from app_config import normalize_date, validate_stock_code, validate_text
+from backend.database.repositories import TradeJournalRepository
+
+
+TRADE_ACTIONS = {"buy": "买入", "sell": "卖出", "trim": "减仓", "add": "加仓", "watch": "观察"}
+EMOTIONS = {"calm": "平静", "confident": "笃定", "hesitant": "犹豫", "anxious": "焦虑", "impulsive": "冲动"}
+
+
+class TradeJournalService:
+    def __init__(self, repository: TradeJournalRepository) -> None:
+        self.repository = repository
+
+    def save(self, user_id: int, payload: dict[str, Any]) -> int:
+        trade_id = int(payload.get("id") or 0)
+        trade_date = normalize_date(str(payload.get("trade_date") or date.today().isoformat()))
+        code = validate_stock_code(str(payload.get("code") or ""))
+        name = validate_text(payload.get("name"), "股票名称", 40, required=True)
+        action = str(payload.get("action") or "")
+        if action not in TRADE_ACTIONS:
+            raise ValueError("交易动作不支持。")
+        emotion = str(payload.get("emotion") or "calm")
+        if emotion not in EMOTIONS:
+            raise ValueError("交易情绪不支持。")
+        price = self._number(payload.get("price"), "成交价格", 0, 1000000, required=True)
+        quantity = int(self._number(payload.get("quantity"), "成交数量", 0, 100000000))
+        position_pct = self._number(payload.get("position_pct"), "仓位", 0, 100)
+        pnl_amount = self._optional_number(payload.get("pnl_amount"), "盈亏金额", -1e12, 1e12)
+        pnl_pct = self._optional_number(payload.get("pnl_pct"), "盈亏比例", -1000, 10000)
+        thesis = validate_text(payload.get("thesis"), "交易逻辑", 2000)
+        execution = validate_text(payload.get("execution"), "执行复核", 2000)
+        raw_tags = payload.get("tags") or []
+        if isinstance(raw_tags, str):
+            raw_tags = [item.strip() for item in raw_tags.replace("，", ",").split(",")]
+        if not isinstance(raw_tags, list):
+            raise ValueError("交易标签格式不正确。")
+        tags = [validate_text(item, "交易标签", 20) for item in raw_tags if str(item).strip()][:8]
+        return self.repository.save_trade_entry(
+            user_id, trade_date, code, name, action, price, quantity, position_pct,
+            pnl_amount, pnl_pct, thesis, execution, emotion, tags, trade_id or None,
+        )
+
+    def list_entries(
+        self, user_id: int, start_date: str = "", end_date: str = "", code: str = ""
+    ) -> dict[str, Any]:
+        start = normalize_date(start_date) if start_date else ""
+        end = normalize_date(end_date) if end_date else date.today().strftime("%Y%m%d")
+        if start and start > end:
+            raise ValueError("开始日期不能晚于结束日期。")
+        code = validate_stock_code(code) if code else ""
+        items = self.repository.list_trade_entries(user_id, start, end, code)
+        for item in items:
+            item["tags"] = json.loads(item.get("tags") or "[]")
+            item["action_label"] = TRADE_ACTIONS.get(item["action"], item["action"])
+            item["emotion_label"] = EMOTIONS.get(item["emotion"], item["emotion"])
+        realized = [item for item in items if item.get("pnl_pct") is not None]
+        return {"items": items, "summary": self._summary(items, realized)}
+
+    def delete(self, user_id: int, trade_id: int) -> bool:
+        return self.repository.delete_trade_entry(user_id, trade_id)
+
+    @staticmethod
+    def _summary(items: list[dict[str, Any]], realized: list[dict[str, Any]]) -> dict[str, Any]:
+        pnl_amounts = [float(item["pnl_amount"]) for item in realized if item.get("pnl_amount") is not None]
+        positions = [float(item["position_pct"]) for item in items if float(item.get("position_pct") or 0) > 0]
+        wins = sum(float(item.get("pnl_pct") or 0) > 0 for item in realized)
+        return {
+            "total": len(items),
+            "realized": len(realized),
+            "win_rate": round(wins / len(realized) * 100, 1) if realized else None,
+            "pnl_amount": round(sum(pnl_amounts), 2) if pnl_amounts else None,
+            "average_position": round(sum(positions) / len(positions), 1) if positions else None,
+        }
+
+    @staticmethod
+    def _number(value: Any, label: str, minimum: float, maximum: float, required: bool = False) -> float:
+        if value in (None, ""):
+            if required:
+                raise ValueError(f"{label}不能为空。")
+            return 0.0
+        try:
+            parsed = float(value)
+        except (TypeError, ValueError) as exc:
+            raise ValueError(f"{label}格式不正确。") from exc
+        if parsed < minimum or parsed > maximum:
+            raise ValueError(f"{label}超出允许范围。")
+        return parsed
+
+    @classmethod
+    def _optional_number(
+        cls, value: Any, label: str, minimum: float, maximum: float
+    ) -> float | None:
+        if value in (None, ""):
+            return None
+        return cls._number(value, label, minimum, maximum, required=True)

backend/features/screener/__init__.py

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+from .tracking import StrategyTrackingService
+
+__all__ = ["StrategyTrackingService"]

backend/features/screener/tracking.py

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+from __future__ import annotations
+
+from typing import Any
+
+from backend.database.repositories import StrategyTrackingRepository
+
+
+class StrategyTrackingService:
+    def __init__(self, repository: StrategyTrackingRepository) -> None:
+        self.repository = repository
+
+    def record_run(
+        self,
+        user_id: int,
+        run_id: int,
+        selection_date: str,
+        strategy_name: str,
+        candidates: list[dict[str, Any]],
+    ) -> int:
+        return self.repository.save_strategy_tracks(
+            user_id, run_id, selection_date, strategy_name, candidates
+        )
+
+    def add_candidate(self, user_id: int, run_id: int, code: str) -> dict[str, Any]:
+        run = self.repository.get_screener_run(user_id, run_id)
+        if not run:
+            run = self.repository.get_screener_run(0, run_id)
+        if not run:
+            raise ValueError("选股结果不存在或不属于当前账号。")
+        normalized_code = str(code or "").strip().split(".")[0]
+        candidate = next(
+            (
+                item for item in run.get("candidates", [])
+                if str(item.get("code") or item.get("ts_code") or "").split(".")[0]
+                == normalized_code
+            ),
+            None,
+        )
+        if not candidate:
+            raise ValueError("该股票不在本次选股结果中。")
+        added = self.record_run(
+            user_id,
+            run_id,
+            str(run.get("meta", {}).get("trade_date") or ""),
+            str(run.get("strategy_name") or "未命名策略"),
+            [candidate],
+        )
+        return {"added": added, "tracking": self.list_tracking(user_id)}
+
+    def remove_candidate(self, user_id: int, track_id: int) -> dict[str, Any]:
+        deleted = self.repository.delete_strategy_track(user_id, track_id)
+        return {"deleted": deleted, "tracking": self.list_tracking(user_id)}
+
+    def list_tracking(self, user_id: int, limit_batches: int = 12) -> dict[str, Any]:
+        tracks = self.repository.list_strategy_tracks(user_id, limit_batches)
+        if not tracks:
+            return {"batches": [], "summary": self._summary([])}
+
+        bars = self.repository.load_tracking_bars(
+            [(item["ts_code"], item["selection_date"]) for item in tracks], 5
+        )
+        batches: dict[int, dict[str, Any]] = {}
+        all_items: list[dict[str, Any]] = []
+        for track in tracks:
+            key = (track["ts_code"], track["selection_date"])
+            metrics = self.calculate_metrics(float(track["entry_price"]), bars.get(key, []))
+            item = {
+                "id": track["id"],
+                "code": track["code"],
+                "name": track["name"],
+                "sector": track["sector"],
+                "entry_price": round(float(track["entry_price"]), 2),
+                **metrics,
+            }
+            all_items.append(item)
+            batch = batches.setdefault(
+                int(track["run_id"]),
+                {
+                    "run_id": int(track["run_id"]),
+                    "selection_date": track["selection_date"],
+                    "strategy_name": track["strategy_name"],
+                    "items": [],
+                },
+            )
+            batch["items"].append(item)
+
+        ordered = list(batches.values())
+        for batch in ordered:
+            batch["summary"] = self._summary(batch["items"])
+        return {"batches": ordered, "summary": self._summary(all_items)}
+
+    @staticmethod
+    def calculate_metrics(entry_price: float, bars: list[dict[str, Any]]) -> dict[str, Any]:
+        valid = [row for row in bars[:5] if float(row.get("close") or 0) > 0]
+        if entry_price <= 0 or not valid:
+            return {
+                "observed_days": 0,
+                "status": "等待 T+1",
+                "t1_open": None,
+                "t1_close": None,
+                "t3_close": None,
+                "t5_close": None,
+                "max_gain": None,
+                "max_drawdown": None,
+            }
+
+        def change(price: Any) -> float:
+            return round((float(price or 0) / entry_price - 1) * 100, 2)
+
+        observed = len(valid)
+        return {
+            "observed_days": observed,
+            "status": "已完成" if observed >= 5 else f"跟踪中 {observed}/5",
+            "t1_open": change(valid[0]["open"]),
+            "t1_close": change(valid[0]["close"]),
+            "t3_close": change(valid[2]["close"]) if observed >= 3 else None,
+            "t5_close": change(valid[4]["close"]) if observed >= 5 else None,
+            "max_gain": max(change(row["high"]) for row in valid),
+            "max_drawdown": min(change(row["low"]) for row in valid),
+        }
+
+    @staticmethod
+    def _summary(items: list[dict[str, Any]]) -> dict[str, Any]:
+        completed = [item for item in items if item.get("t5_close") is not None]
+        t1 = [float(item["t1_close"]) for item in items if item.get("t1_close") is not None]
+        t5 = [float(item["t5_close"]) for item in completed]
+        return {
+            "total": len(items),
+            "observed": len(t1),
+            "completed": len(completed),
+            "t1_win_rate": round(sum(value > 0 for value in t1) / len(t1) * 100, 1) if t1 else None,
+            "t5_win_rate": round(sum(value > 0 for value in t5) / len(t5) * 100, 1) if t5 else None,
+            "average_t5": round(sum(t5) / len(t5), 2) if t5 else None,
+        }