migration: preserve review journal alerts and assistant slice

2026-07-31 11:55:27 +08:00
parent b3df070481
commit 38de3de0a3
20 changed files with 1323 additions and 773 deletions
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+# 切片 09：我的复盘、自选、笔记、交易日志、提醒与复盘助手
+
+> 基线：`b3df070`（切片 08）
+> 回档标签：`xiaobai-preservation-slice-09-20260731`
+> 结论：源码、API、数据库、账户隔离、真实页面及全量回归通过；最终视觉仍等待全站人工验收
+
+## 1. 原实现归位
+
+本切片只机械移动原版复盘、提醒和复盘助手实现，没有从`next/`取用代码，也没有修改自选、笔记、交易日志、提醒、会员灰化、LLM 上下文或流式协议。
+
+| 原位置 | 新的唯一实现位置 | 兼容方式 |
+|---|---|---|
+| `assistant_agent.py` | `app/backend/features/review/agent.py` | 根级模块指向同一模块对象 |
+| `DashboardService`提醒方法 | `app/backend/features/alerts/facade.py` | `AlertServiceMixin` |
+| `DashboardService`复盘方法 | `app/backend/features/review/service.py` | `ReviewServiceMixin` |
+| `ReviewDatabase`提醒方法 | `app/backend/features/alerts/repository.py` | `AlertRepositoryMixin` |
+| `ReviewDatabase`复盘方法 | `app/backend/features/review/repository.py` | `ReviewRepositoryMixin` |
+| 五个 POST/流式入口 | `app/backend/features/alerts/http.py`、`review/http.py` | HTTP Mixin |
+
+原版已经存在的`AlertService`、`TradeJournalService`、Repository Port 与 SQLite Adapter 继续保留为唯一底层实现。本切片没有制造第二套提醒或交易日志服务。
+
+## 2. 源码等价与必要适配
+
+- `assistant_agent.py`与正式 Agent 文件 SHA-256 一致，根级兼容模块与正式 Agent 是同一模块对象。
+- 5 个提醒编排方法、8 个复盘编排方法、6 个提醒 Repository 方法和 13 个复盘 Repository 方法均与原版无位置信息 AST 一致。
+- 五个 HTTP 方法只把全局`SERVICE`改为 Mixin 的`self.application_service`；状态码、字段、异常和流式事件写法不变。
+- `backend.features.alerts`和`backend.features.review`仅对旧底层服务采用延迟导出，避免`database -> feature package -> sqlite adapter -> database`初始化循环；外部`from ... import AlertService/TradeJournalService`接口不变。
+- 公共`RequestHandler._write_stream_event`继续保留，因为问师和复盘助手共同使用，且现有测试直接覆盖；统一传输层留到切片 10。
+
+## 3. API 与数据库差分
+
+- 原版`8790`和迁移版`8791`使用正式数据库的两个临时副本，未写正式数据库。
+- 固定日期下自选、全部复盘笔记、交易日志、提醒中心及复盘助手历史共 5 个鉴权接口，状态码与业务 JSON 完全一致。
+- 两版均为 62 个 schema 对象；`watchlist`、`review_notes`、`trade_entries`、`alerts`、`assistant_messages`、`users`、`system_settings`和`llm_usage`逐行一致。
+- 真实浏览器在迁移版临时副本中新增一条交易记录，弹窗正确关闭并显示短提示“交易记录已保存”；没有写正式数据库。
+- 未调用真实`/api/assistant/chat`，避免外部模型波动和 LLM 用量写入；Agent、流式累积与权限路径由源码等价和单元测试覆盖。
+
+## 4. 真实浏览器检查
+
+- 1920×1080 检查我的复盘完整布局，自选 6 只、交易日志、每日复盘三个独立输入框和最近复盘均可访问，无横向溢出。
+- 添加自选与交易日志弹窗居中可用；交易日志保存后没有出现超长空弹窗。
+- 提醒中心正常展示筛选、新建提醒和提醒记录。
+- 管理员会员账号显示完整可用的复盘助手；临时普通账号显示相同界面、顶部“复盘助手仅对会员开放”，下方快捷问题、输入框和发送按钮均灰化禁用。
+- 临时普通账号自选和交易日志均为空，证明用户私有数据没有串到管理员账号。
+- 夜间模式背景为`rgb(18, 20, 22)`，1920×1080 页面无横向溢出，控制台无错误。
+- 截图`review-workspace-night-1920x1080.png` SHA-256：`bc803305a391930a0aafd68062bab6de86eca14612799eebfda220cf2ad0798e`。
+
+## 5. 自动验证与保留边界
+
+| 验证 | 结果 |
+|---|---:|
+| 原版`python -m unittest discover -s tests -q` | 231 项通过 |
+| 迁移版`python -m unittest discover -s tests -q` | 287 项通过 |
+| `python -m unittest tests.test_preservation_slice_review_alerts -q` | 7 项通过 |
+| `npx.cmd playwright test --reporter=dot` | 45 项通过（2.2 分钟） |
+| `git diff --check` | 通过 |
+
+- 前端 DOM、页面 JS、CSS 与移动端行为未改动，统一归位延至切片 10。
+- `demo_data.py`、`static/heaven-loading.js`、五个疑似无引用前端函数和`wencai_saved_queries`继续保留到切片 11 试删。
+- 没有修改`next/`、正式数据库、Docker/NAS 或`8765`服务。
@@ -0,0 +1,60 @@
+{
+  "all_equal": true,
+  "endpoints": [
+    {
+      "name": "review watchlist",
+      "method": "GET",
+      "endpoint": "/api/watchlist?trade_date=2026-07-30",
+      "original_status": 200,
+      "migrated_status": 200,
+      "original_sha256": "29c001cc6859312fd90082d0fb83818d263827e28ec21157b94c415b71c45078",
+      "migrated_sha256": "29c001cc6859312fd90082d0fb83818d263827e28ec21157b94c415b71c45078",
+      "equal": true,
+      "first_difference": null
+    },
+    {
+      "name": "all review notes",
+      "method": "GET",
+      "endpoint": "/api/notes?scope=all",
+      "original_status": 200,
+      "migrated_status": 200,
+      "original_sha256": "a2a1f08610d017de0e46080a1268f72b734eeb80f9cada311d7e03eb1416656a",
+      "migrated_sha256": "a2a1f08610d017de0e46080a1268f72b734eeb80f9cada311d7e03eb1416656a",
+      "equal": true,
+      "first_difference": null
+    },
+    {
+      "name": "trade journal through fixed date",
+      "method": "GET",
+      "endpoint": "/api/trades?end_date=2026-07-30",
+      "original_status": 200,
+      "migrated_status": 200,
+      "original_sha256": "77287b34046e22748e94e61ead841e157f6b63f08de1b2fe61f5d715b2e989a4",
+      "migrated_sha256": "77287b34046e22748e94e61ead841e157f6b63f08de1b2fe61f5d715b2e989a4",
+      "equal": true,
+      "first_difference": null
+    },
+    {
+      "name": "alert center through fixed date",
+      "method": "GET",
+      "endpoint": "/api/alerts?status=all&as_of=2026-07-30",
+      "original_status": 200,
+      "migrated_status": 200,
+      "original_sha256": "8807772f2b611ea8b95033aa19cae84f08b08e92d76fff8e3cd5b79966ea04f4",
+      "migrated_sha256": "8807772f2b611ea8b95033aa19cae84f08b08e92d76fff8e3cd5b79966ea04f4",
+      "equal": true,
+      "first_difference": null
+    },
+    {
+      "name": "review assistant history",
+      "method": "GET",
+      "endpoint": "/api/assistant/messages",
+      "original_status": 200,
+      "migrated_status": 200,
+      "original_sha256": "eef46741adfc3a9f76294d3b78f37a45f113092ac9d44ee77c7a038a88ff09a1",
+      "migrated_sha256": "eef46741adfc3a9f76294d3b78f37a45f113092ac9d44ee77c7a038a88ff09a1",
+      "equal": true,
+      "first_difference": null
+    }
+  ]
+}
@@ -0,0 +1,32 @@
+[
+  {
+    "name": "review watchlist",
+    "method": "GET",
+    "endpoint": "/api/watchlist?trade_date=2026-07-30",
+    "payload": null
+  },
+  {
+    "name": "all review notes",
+    "method": "GET",
+    "endpoint": "/api/notes?scope=all",
+    "payload": null
+  },
+  {
+    "name": "trade journal through fixed date",
+    "method": "GET",
+    "endpoint": "/api/trades?end_date=2026-07-30",
+    "payload": null
+  },
+  {
+    "name": "alert center through fixed date",
+    "method": "GET",
+    "endpoint": "/api/alerts?status=all&as_of=2026-07-30",
+    "payload": null
+  },
+  {
+    "name": "review assistant history",
+    "method": "GET",
+    "endpoint": "/api/assistant/messages",
+    "payload": null
+  }
+]
@@ -0,0 +1,75 @@
+{
+  "all_equal": true,
+  "schema": {
+    "object_count": 62,
+    "original_sha256": "60a4e044f0ddb6502e44b45f65bedc1a0a31d4bd596f386d4ccfe153a6c8ddd1",
+    "migrated_sha256": "60a4e044f0ddb6502e44b45f65bedc1a0a31d4bd596f386d4ccfe153a6c8ddd1",
+    "equal": true
+  },
+  "tables": [
+    {
+      "table": "watchlist",
+      "original_count": 6,
+      "migrated_count": 6,
+      "original_sha256": "070161f5cdcc33addf289f11cb0ae54bfc0d669a39426fc33398b64512dba2fe",
+      "migrated_sha256": "070161f5cdcc33addf289f11cb0ae54bfc0d669a39426fc33398b64512dba2fe",
+      "equal": true
+    },
+    {
+      "table": "review_notes",
+      "original_count": 3,
+      "migrated_count": 3,
+      "original_sha256": "86ed485c2ce922e3434f8ac742d38431ef430b5c22024cacb6f64f0e8e71ee98",
+      "migrated_sha256": "86ed485c2ce922e3434f8ac742d38431ef430b5c22024cacb6f64f0e8e71ee98",
+      "equal": true
+    },
+    {
+      "table": "trade_entries",
+      "original_count": 0,
+      "migrated_count": 0,
+      "original_sha256": "4f53cda18c2baa0c0354bb5f9a3ecbe5ed12ab4d8e11ba873c2f11161202b945",
+      "migrated_sha256": "4f53cda18c2baa0c0354bb5f9a3ecbe5ed12ab4d8e11ba873c2f11161202b945",
+      "equal": true
+    },
+    {
+      "table": "alerts",
+      "original_count": 2,
+      "migrated_count": 2,
+      "original_sha256": "37b46fb4a754cf9c6179b1be88eed7f5a5398ddfc87160f41ded622ffc313c88",
+      "migrated_sha256": "37b46fb4a754cf9c6179b1be88eed7f5a5398ddfc87160f41ded622ffc313c88",
+      "equal": true
+    },
+    {
+      "table": "assistant_messages",
+      "original_count": 0,
+      "migrated_count": 0,
+      "original_sha256": "4f53cda18c2baa0c0354bb5f9a3ecbe5ed12ab4d8e11ba873c2f11161202b945",
+      "migrated_sha256": "4f53cda18c2baa0c0354bb5f9a3ecbe5ed12ab4d8e11ba873c2f11161202b945",
+      "equal": true
+    },
+    {
+      "table": "users",
+      "original_count": 3,
+      "migrated_count": 3,
+      "original_sha256": "4a0f135bef8ebae454693d3f40e1157d84d814d18d849f33e2e760ed1d8a7f89",
+      "migrated_sha256": "4a0f135bef8ebae454693d3f40e1157d84d814d18d849f33e2e760ed1d8a7f89",
+      "equal": true
+    },
+    {
+      "table": "system_settings",
+      "original_count": 1,
+      "migrated_count": 1,
+      "original_sha256": "86d333a5c7feaf7111cd79b2db29513326a9b0d3781607f78bf633579e2ca8e9",
+      "migrated_sha256": "86d333a5c7feaf7111cd79b2db29513326a9b0d3781607f78bf633579e2ca8e9",
+      "equal": true
+    },
+    {
+      "table": "llm_usage",
+      "original_count": 72,
+      "migrated_count": 72,
+      "original_sha256": "03a070316a125cef904bbfb2bb06b06e792242d5713142e70354402c741393c3",
+      "migrated_sha256": "03a070316a125cef904bbfb2bb06b06e792242d5713142e70354402c741393c3",
+      "equal": true
+    }
+  ]
+}