feat(hub): add archive quote AI coach review from inner light page

Co-authored-by: Cursor <cursoragent@cursor.com>

manual_trading_hub/hub_ai/archive_quote.py

@@ -0,0 +1,116 @@
+"""内照明心复盘语录 → 交易教练点评。"""
+from __future__ import annotations
+
+from typing import Any
+
+from hub_ai.chat import _is_ai_error_reply
+from hub_ai.client import generate_text, model_label
+from hub_ai.config import CHAT_MAX_CONTINUATIONS, CHAT_MAX_OUTPUT_TOKENS, CHAT_TEMPERATURE
+from hub_ai.prompts import CHAT_SYSTEM, build_archive_quote_review_prompt
+from hub_ai.store import CHAT_BOT_TRADING, append_chat_message, create_new_session, list_chat_sessions
+from hub_symbol_archive_lib import list_daily_trades
+
+
+def _tag_label(tag: str) -> str:
+    t = (tag or "").strip().lower()
+    if t == "sick":
+        return "犯病"
+    if t == "emotion":
+        return "情绪化"
+    return t or "—"
+
+
+def _fmt_pnl(v: Any) -> str:
+    try:
+        n = float(v or 0)
+    except (TypeError, ValueError):
+        return "—"
+    sign = "+" if n > 0 else ""
+    return f"{sign}{n:.2f}U"
+
+
+def format_archive_trades_for_ai(payload: dict[str, Any]) -> str:
+    trades = payload.get("trades") or []
+    stats = payload.get("stats") or {}
+    lines = [
+        (
+            f"统计：开仓 {int(stats.get('open_count') or 0)} 笔，"
+            f"犯病 {int(stats.get('sick_count') or 0)} 笔，"
+            f"盈亏合计 {_fmt_pnl(stats.get('pnl_total'))}，"
+            f"剔除犯病盈亏 {_fmt_pnl(stats.get('pnl_ex_sick'))}"
+        )
+    ]
+    if not trades:
+        lines.append("（该日无交易记录）")
+        return "\n".join(lines)
+    for i, t in enumerate(trades, 1):
+        ex = str(t.get("exchange_key") or t.get("account_exchange_key") or "—")
+        sym = str(t.get("symbol") or "—")
+        direction = str(t.get("direction") or "—")
+        opened = str(t.get("opened_at") or "—")
+        closed = str(t.get("closed_at") or "—")
+        hold = str(t.get("hold_minutes_text") or t.get("hold_minutes") or "—")
+        result = str(t.get("result") or "—")
+        pnl = _fmt_pnl(t.get("pnl_amount"))
+        entry = str(t.get("entry_type") or t.get("entry_reason") or t.get("monitor_type") or "—")
+        tag = _tag_label(str(t.get("behavior_tag") or ""))
+        note = str(t.get("note") or "").strip()
+        line = (
+            f"{i}. {ex} | {sym} | {direction} | 开仓类型 {entry} | "
+            f"开 {opened} | 平 {closed} | 持仓 {hold} | 结果 {result} | "
+            f"盈亏 {pnl} | 标签 {tag}"
+        )
+        if note:
+            line += f" | 备注 {note}"
+        lines.append(line)
+    return "\n".join(lines)
+
+
+def send_archive_quote_review(
+    *,
+    quote_date: str,
+    content: str,
+) -> dict[str, Any]:
+    text = (content or "").strip()
+    if not text:
+        return {"ok": False, "msg": "语录内容不能为空"}
+    day = (quote_date or "").strip()[:10]
+    if not day:
+        return {"ok": False, "msg": "语录日期无效"}
+
+    session = create_new_session(
+        trading_day=day,
+        title=f"复盘 {day}",
+        bot_mode=CHAT_BOT_TRADING,
+    )
+    sid = session["id"]
+
+    archive_payload = list_daily_trades(trading_day=day, period="today")
+    archive_trades_text = format_archive_trades_for_ai(archive_payload)
+
+    append_chat_message(sid, "user", text)
+
+    user_prompt = build_archive_quote_review_prompt(
+        quote_date=day,
+        archive_trades_text=archive_trades_text,
+        user_message=text,
+    )
+    reply = generate_text(
+        system=CHAT_SYSTEM,
+        user=user_prompt,
+        temperature=CHAT_TEMPERATURE,
+        max_tokens=CHAT_MAX_OUTPUT_TOKENS,
+        max_continuations=CHAT_MAX_CONTINUATIONS,
+    )
+    if _is_ai_error_reply(reply):
+        return {"ok": False, "msg": reply, "session_id": sid}
+
+    session = append_chat_message(sid, "assistant", reply)
+    return {
+        "ok": True,
+        "trading_day": day,
+        "session": session,
+        "sessions": list_chat_sessions(),
+        "reply": reply,
+        "model": model_label(),
+    }

manual_trading_hub/hub_ai/prompts.py

@@ -117,3 +117,30 @@ def build_chat_user_prompt(
         parts.extend(["【用户附件说明】", attachment_note.strip()])
     parts.extend(["【用户现在说（优先回应这一条）】", user_message.strip()])
     return "\n\n".join(parts)
+
+
+ARCHIVE_QUOTE_REVIEW_INSTRUCTION = """
+【任务】用户从内照明心提交了一条复盘语录，并附上该交易日的档案交易记录（仅供你分析，用户界面不展示明细）。
+请结合语录与交易记录：
+1) 帮他核对自述与操作事实是否一致；
+2) 指出心态、纪律、执行上的偏差点（若有）；
+3) 给出可落地的改进建议。
+语气沿用交易教练：体贴、口语、短句，不用说教式清单；不预测涨跌，不保证收益。
+""".strip()
+
+
+def build_archive_quote_review_prompt(
+    *,
+    quote_date: str,
+    archive_trades_text: str,
+    user_message: str,
+) -> str:
+    parts = [
+        f"【复盘交易日】{quote_date}",
+        ARCHIVE_QUOTE_REVIEW_INSTRUCTION,
+        "【该日交易记录（内照明心档案，用户不可见此段）】",
+        (archive_trades_text or "（该日无交易记录）").strip(),
+        "【用户复盘语录（对话框已展示，请优先回应）】",
+        user_message.strip(),
+    ]
+    return "\n\n".join(parts)

manual_trading_hub/hub_ai/routes.py

@@ -3,9 +3,10 @@ from __future__ import annotations
 
 from typing import Callable
 
-from fastapi import APIRouter, File, Form, HTTPException, UploadFile
+from fastapi import APIRouter, Body, File, Form, HTTPException, UploadFile
 from pydantic import BaseModel, Field
 
+from hub_ai.archive_quote import send_archive_quote_review
 from hub_ai.chat import (
     get_chat_state,
     remove_chat_session,
@@ -40,6 +41,11 @@ class ChatSwitchBody(BaseModel):
     session_id: str = Field(..., min_length=1)
 
 
+class ArchiveQuoteChatBody(BaseModel):
+    quote_date: str = ""
+    content: str = ""
+
+
 def create_hub_ai_router(*, load_all_exchanges: Callable[[], list]) -> APIRouter:
     router = APIRouter(prefix="/api/ai", tags=["hub-ai"])
 
@@ -118,6 +124,16 @@ def create_hub_ai_router(*, load_all_exchanges: Callable[[], list]) -> APIRouter
             raise HTTPException(status_code=404, detail="会话不存在")
         return result
 
+    @router.post("/chat/archive-quote")
+    def api_ai_chat_archive_quote(body: ArchiveQuoteChatBody = Body(...)):
+        result = send_archive_quote_review(
+            quote_date=body.quote_date,
+            content=body.content,
+        )
+        if not result.get("ok"):
+            raise HTTPException(status_code=502, detail=result.get("msg") or "发送失败")
+        return result
+
     @router.post("/chat/send")
     async def api_ai_chat_send(
         message: str = Form(""),

manual_trading_hub/static/app.css

@@ -5615,8 +5615,13 @@ body.funds-fullscreen-open {
 }
 .archive-quote-actions {
   display: flex;
+  flex-wrap: wrap;
   gap: 8px;
 }
+.archive-quote-ai-btn {
+  color: var(--accent);
+  border-color: color-mix(in srgb, var(--accent) 35%, var(--border-soft));
+}
 .archive-main-panel {
   display: flex;
   flex-direction: column;

manual_trading_hub/static/app.js

@@ -3497,9 +3497,70 @@
     }
   }
 
+  const ARCHIVE_QUOTE_AI_KEY = "hub_archive_quote_ai";
+
+  async function consumeArchiveQuoteAiPending() {
+    let raw = "";
+    try {
+      raw = sessionStorage.getItem(ARCHIVE_QUOTE_AI_KEY) || "";
+    } catch (_) {
+      return;
+    }
+    if (!raw) return;
+    sessionStorage.removeItem(ARCHIVE_QUOTE_AI_KEY);
+    let payload;
+    try {
+      payload = JSON.parse(raw);
+    } catch (_) {
+      return;
+    }
+    const content = String((payload && payload.content) || "").trim();
+    const quoteDate = String((payload && payload.quote_date) || "").trim();
+    if (!content) return;
+
+    const input = document.getElementById("ai-chat-input");
+    if (input) input.value = content;
+    updateAiBotTabs("trading");
+    if (isMobileAiLayout()) {
+      localStorage.setItem(AI_MOBILE_TAB_KEY, "trading");
+      applyAiMobileTab("trading");
+    }
+
+    setAiChatBusy(true);
+    renderAiChatMessages(aiChatSessionCache, {
+      pendingUser: content,
+      thinking: true,
+    });
+    try {
+      const r = await apiFetch("/api/ai/chat/archive-quote", {
+        method: "POST",
+        headers: { "Content-Type": "application/json" },
+        body: JSON.stringify({ quote_date: quoteDate, content }),
+      });
+      const j = await r.json();
+      if (!r.ok) throw new Error(j.detail || j.msg || "发送失败");
+      aiChatSessionCache = j.session || null;
+      aiChatSessionsCache = j.sessions || aiChatSessionsCache;
+      renderAiChatMessages(aiChatSessionCache);
+      renderAiChatHistory(aiChatSessionsCache);
+      if (input) input.value = "";
+      showToast("复盘语录已发送给交易教练");
+    } catch (e) {
+      showToast(String(e), true);
+      try {
+        await loadAiChatSession();
+      } catch (_) {
+        renderAiChatMessages(aiChatSessionCache);
+      }
+    } finally {
+      setAiChatBusy(false);
+    }
+  }
+
   async function loadAiPage() {
     applyAiMobileTab();
     await loadAiChatSession();
+    await consumeArchiveQuoteAiPending();
     const mobTab = normalizeAiMobileTab(localStorage.getItem(AI_MOBILE_TAB_KEY) || "trading");
     if (isMobileAiLayout() && AI_MOBILE_CHAT_TABS.has(mobTab)) {
       const input = document.getElementById("ai-chat-input");
@@ -3665,6 +3726,16 @@
     window.addEventListener("popstate", setActiveNav);
   }
 
+  window.hubNavigateTo = function hubNavigateTo(path) {
+    const href = String(path || "/").split("?")[0] || "/";
+    if (href === window.location.pathname) {
+      setActiveNav();
+      return;
+    }
+    history.pushState({}, "", href);
+    setActiveNav();
+  };
+
   window.hubOpenMonitorExpand = function hubOpenMonitorExpand(exId) {
     const id = String(exId || "").trim();
     if (!id) return;

manual_trading_hub/static/archive.js

@@ -566,6 +566,9 @@
               '<button type="button" class="archive-del-btn archive-quote-del-btn" data-id="' +
               q.id +
               '">删除</button>' +
+              '<button type="button" class="ghost archive-quote-ai-btn" data-id="' +
+              q.id +
+              '">AI对话</button>' +
               "</div></div>"
             : "") +
           "</div>"
@@ -591,6 +594,12 @@
         void deleteQuote(btn.getAttribute("data-id"));
       });
     });
+    elQuotesList.querySelectorAll(".archive-quote-ai-btn").forEach(function (btn) {
+      btn.addEventListener("click", function (ev) {
+        ev.stopPropagation();
+        startQuoteAiChat(btn.getAttribute("data-id"));
+      });
+    });
   }
 
   async function loadQuotes() {
@@ -645,6 +654,34 @@
     setStatus("语录已保存");
   }
 
+  const ARCHIVE_QUOTE_AI_KEY = "hub_archive_quote_ai";
+
+  function startQuoteAiChat(quoteId) {
+    const q = findQuote(quoteId);
+    const content = q && String(q.content || "").trim();
+    if (!q || !content) {
+      setStatus("语录内容为空，无法发起 AI 对话");
+      return;
+    }
+    try {
+      sessionStorage.setItem(
+        ARCHIVE_QUOTE_AI_KEY,
+        JSON.stringify({
+          quote_date: q.quote_date || "",
+          content: content,
+        })
+      );
+    } catch (_) {
+      setStatus("无法保存跳转数据");
+      return;
+    }
+    if (typeof window.hubNavigateTo === "function") {
+      window.hubNavigateTo("/ai");
+      return;
+    }
+    location.href = "/ai";
+  }
+
   async function deleteQuote(id) {
     if (!id || !window.confirm("确定删除这条复盘语录？")) return;
     const r = await apiFetch("/api/archive/quotes/" + id, { method: "DELETE" });

manual_trading_hub/static/index.html

@@ -15,7 +15,7 @@
   <link rel="preconnect" href="https://fonts.gstatic.com" crossorigin />
   <link href="https://fonts.googleapis.com/css2?family=JetBrains+Mono:wght@400;500;600&family=Orbitron:wght@500;600;700&display=swap" rel="stylesheet" media="print" onload="this.media='all'" />
   <noscript><link href="https://fonts.googleapis.com/css2?family=JetBrains+Mono:wght@400;500;600&family=Orbitron:wght@500;600;700&display=swap" rel="stylesheet" /></noscript>
-  <link rel="stylesheet" href="/assets/app.css?v=20260612-archive-mobile" />
+  <link rel="stylesheet" href="/assets/app.css?v=20260612-archive-ai-chat" />
   <link rel="stylesheet" href="/assets/dashboard.css?v=20260612-dash-monitor-count" />
 </head>
 <body>
@@ -589,11 +589,11 @@
   <script src="https://unpkg.com/lightweight-charts@4.2.0/dist/lightweight-charts.standalone.production.js"></script>
   <script src="/assets/chart_draw.js?v=20260609-market-day-split"></script>
   <script src="/assets/chart.js?v=20260609-market-day-split"></script>
-  <script src="/assets/archive.js?v=20260612-archive-quotes-v3"></script>
+  <script src="/assets/archive.js?v=20260612-archive-ai-chat"></script>
   <script src="/assets/funds.js?v=20260609-hub-funds-fold"></script>
   <script src="/assets/dashboard.js?v=20260612-dash-monitor-count"></script>
   <script src="/assets/ai_review_render.js?v=3"></script>
   <script src="/assets/time_close_ui.js?v=2"></script>
-  <script src="/assets/app.js?v=20260612-time-close-table"></script>
+  <script src="/assets/app.js?v=20260612-archive-ai-chat"></script>
 </body>
 </html>