rebuild(stage-12): deliver private review workflows

2026-07-30 07:45:55 +08:00
parent 0a055867a4
commit b93fb3ec41
32 changed files with 2292 additions and 9 deletions
@@ -0,0 +1,142 @@
+from __future__ import annotations
+
+from backend.database import MIGRATIONS, Database, MigrationRunner
+from backend.features.review.prompt import messages
+from backend.features.review.repository import ReviewRepository
+from backend.features.review.views import trade_summary
+
+
+def _database(tmp_path) -> Database:
+    database = Database(tmp_path / "review.db")
+    MigrationRunner(database).upgrade(MIGRATIONS)
+    with database.transaction() as connection:
+        connection.executemany(
+            """INSERT INTO users (
+                id, username, username_key, password_hash, is_admin,
+                status, created_at, updated_at
+            ) VALUES (?, ?, ?, 'hash', 0, 'active', 'now', 'now')""",
+            ((1, "first", "first"), (2, "second", "second")),
+        )
+    return database
+
+
+def test_private_review_records_are_strictly_scoped_and_daily_notes_upsert(tmp_path) -> None:
+    database = _database(tmp_path)
+    repository = ReviewRepository()
+    note = {
+        "code": "",
+        "stock_name": "",
+        "trade_date": "2026-07-30",
+        "summary": "缩量分化",
+        "content": "追高一次",
+        "plan": "等待承接",
+    }
+    trade = {
+        "trade_date": "2026-07-30",
+        "code": "000001",
+        "name": "平安银行",
+        "action": "buy",
+        "price": 10.0,
+        "quantity": 100,
+        "position_pct": 20.0,
+        "pnl_amount": None,
+        "pnl_pct": None,
+        "emotion": "calm",
+        "tags": ["计划内"],
+        "thesis": "承接",
+        "execution": "符合",
+        "id": None,
+    }
+    with database.transaction() as connection:
+        repository.save_watch(
+            connection,
+            1,
+            {
+                "identifier": "000001.SZ",
+                "name": "平安银行",
+                "sector": "银行",
+            },
+            "now",
+        )
+        repository.save_watch(
+            connection,
+            2,
+            {
+                "identifier": "600000.SH",
+                "name": "浦发银行",
+                "sector": "银行",
+            },
+            "now",
+        )
+        assert repository.save_watch_remark(connection, 1, "000001.SZ", "观察承接")
+        repository.save_watch(
+            connection,
+            1,
+            {"identifier": "000001.SZ", "name": "平安银行", "sector": "银行"},
+            "later",
+        )
+        note_id = repository.save_note(connection, 1, note, "now")
+        note["summary"] = "更新后的盘面"
+        assert repository.save_note(connection, 1, note, "later") == note_id
+        trade_id = repository.save_trade(connection, 1, trade, "now")
+        repository.save_alert(
+            connection,
+            1,
+            {
+                "kind": "manual",
+                "title": "复核",
+                "content": "看承接",
+                "available_date": "2026-07-30",
+                "code": "000001",
+                "dedupe_key": "one",
+            },
+            "now",
+        )
+        repository.add_message(
+            connection,
+            1,
+            {
+                "role": "user",
+                "content": "今天如何",
+                "context_date": "2026-07-30",
+                "request_id": None,
+                "status": "complete",
+            },
+            "now",
+        )
+    with database.read() as connection:
+        assert [row["identifier"] for row in repository.watchlist(connection, 1)] == ["000001.SZ"]
+        assert repository.watchlist(connection, 1)[0]["remark"] == "观察承接"
+        assert [row["identifier"] for row in repository.watchlist(connection, 2)] == ["600000.SH"]
+        assert repository.note(connection, 1, "", "2026-07-30")["summary"] == "更新后的盘面"
+        assert repository.note(connection, 2, "", "2026-07-30") is None
+        assert [row["id"] for row in repository.trades(connection, 1)] == [trade_id]
+        assert repository.trades(connection, 2) == ()
+        assert len(repository.alerts(connection, 1, False)) == 1
+        assert repository.alerts(connection, 2, False) == ()
+        assert len(repository.messages(connection, 1)) == 1
+        assert repository.messages(connection, 2) == ()
+
+
+def test_trade_summary_uses_only_realized_fields_and_keeps_zero_in_denominator() -> None:
+    rows = [
+        {"pnl_amount": None, "pnl_pct": None, "position_pct": None},
+        {"pnl_amount": 100.0, "pnl_pct": None, "position_pct": 20.0},
+        {"pnl_amount": None, "pnl_pct": 0.0, "position_pct": 40.0},
+        {"pnl_amount": -20.0, "pnl_pct": -2.0, "position_pct": 60.0},
+    ]
+    summary = trade_summary(rows)
+    assert summary == {
+        "total": 4,
+        "realized": 3,
+        "win_rate": 33.3,
+        "pnl_amount": 80.0,
+        "average_position": 40.0,
+    }
+
+
+def test_review_prompt_separates_facts_records_inference_and_plan() -> None:
+    prompt = messages({"market_facts": {"temperature": 42}}, [], "明天怎么看")
+    system = prompt[0]["content"]
+    assert all(label in system for label in ("市场事实", "用户记录", "推断", "条件化计划"))
+    assert "不执行交易" in system