refactor: 将共用代码迁入 lib/ 模块化目录
统一 strategy、key_monitor、trade、hub 等共用库到 lib/ 子包，并补充 lib-structure 文档，便于四所与中控维护。 Co-authored-by: Cursor <cursoragent@cursor.com>
This commit is contained in:
dekun
+275
-275
@@ -1,275 +1,275 @@
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"""中控 AI：单会话聊天（直到用户点击新开）。"""
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from __future__ import annotations
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import threading
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from typing import Any, Optional
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from hub_ai.attachments import parse_chat_attachments
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from hub_ai.client import generate_text, model_label
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from hub_ai.config import (
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CHAT_CONTEXT_MAX_CHARS,
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CHAT_FOLLOWUP_CONTEXT_MAX_CHARS,
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CHAT_HISTORY_MAX_CHARS_PER_MSG,
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CHAT_MAX_CONTINUATIONS,
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CHAT_MAX_HISTORY_TURNS,
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CHAT_MAX_OUTPUT_TOKENS,
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CHAT_PROMPT_MAX_CHARS,
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CHAT_SUMMARY_EXCERPT_MAX_CHARS,
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CHAT_TEMPERATURE,
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CHAT_USER_MESSAGE_MAX_CHARS,
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trading_day_reset_hour,
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)
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from hub_trades_lib import current_trading_day
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from hub_ai.context import (
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build_chat_context,
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format_chat_context_for_chat,
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format_chat_position_overview,
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)
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from hub_ai.prompts import (
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CHAT_GENERAL_SYSTEM,
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CHAT_SYSTEM,
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build_chat_user_prompt,
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build_general_chat_user_prompt,
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)
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from hub_ai.rolling_summary import refresh_session_rolling_summary
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from hub_ai.store import (
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CHAT_BOT_GENERAL,
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CHAT_BOT_TRADING,
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append_chat_message,
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create_new_session,
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delete_chat_session,
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ensure_active_session,
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get_active_session,
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list_chat_sessions,
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load_chat_store,
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set_active_session,
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summary_excerpt_for_chat,
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)
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from hub_ai.text_util import clip_text, is_ai_error_reply
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def _is_ai_error_reply(text: str) -> bool:
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return is_ai_error_reply(text)
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def _clip_text(text: str, max_chars: int) -> str:
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return clip_text(text, max_chars)
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def _history_lines(
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messages: list[dict],
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max_turns: int = CHAT_MAX_HISTORY_TURNS,
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*,
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max_chars_per_msg: int = CHAT_HISTORY_MAX_CHARS_PER_MSG,
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total_max_chars: int | None = None,
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) -> str:
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rows = [m for m in (messages or []) if m.get("role") in ("user", "assistant")]
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rows = rows[-max_turns * 2 :]
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lines = []
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for m in rows:
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role = "用户" if m.get("role") == "user" else "搭档"
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content = str(m.get("content") or "").strip()
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if m.get("role") == "assistant" and _is_ai_error_reply(content):
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continue
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att = m.get("attachments") or []
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if att:
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names = "、".join(str(a.get("name") or "附件") for a in att[:3])
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content = f"{content} [附件: {names}]".strip()
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content = _clip_text(content, max_chars_per_msg)
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if content:
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lines.append(f"{role}：{content}")
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if total_max_chars and total_max_chars > 0:
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while lines and len("\n".join(lines)) > total_max_chars:
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lines.pop(0)
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return "\n".join(lines)
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def _trading_context_bundle(ctx: dict[str, Any], *, prior_count: int) -> tuple[str, str]:
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day = str(ctx.get("trading_day") or (ctx.get("totals") or {}).get("trading_day") or "")
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if prior_count <= 0:
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brief = format_chat_context_for_chat(ctx, max_chars=CHAT_CONTEXT_MAX_CHARS)
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excerpt = summary_excerpt_for_chat(day, max_chars=CHAT_SUMMARY_EXCERPT_MAX_CHARS)
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return brief, excerpt
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totals = ctx.get("totals") or {}
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overview = format_chat_position_overview(ctx)
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slim = (
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f"【续聊快照 {day}】平仓盈亏 {totals.get('total_pnl_u')}U | "
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f"笔数 {totals.get('closed_count')} | "
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f"持仓 {totals.get('open_position_count', 0)} 仓 | "
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f"浮盈亏 {totals.get('float_pnl_u')}U"
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)
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brief = _clip_text(overview + "\n" + slim, CHAT_FOLLOWUP_CONTEXT_MAX_CHARS)
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return brief, ""
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def _history_budget(*sizes: int) -> int:
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used = sum(int(s or 0) for s in sizes) + 2200
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return max(1200, CHAT_PROMPT_MAX_CHARS - used)
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def _prompt_memory(session: dict, prior_msgs: list[dict]) -> tuple[str, str]:
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"""续聊优先用滚动摘要；旧会话无摘要时仅带最近 1 轮兜底。"""
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rolling = str(session.get("rolling_summary") or "").strip()
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if rolling:
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return rolling, ""
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prior_count = len([m for m in prior_msgs if m.get("role") in ("user", "assistant")])
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if prior_count <= 0:
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return "", ""
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tail = _history_lines(
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prior_msgs,
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max_turns=1,
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max_chars_per_msg=CHAT_HISTORY_MAX_CHARS_PER_MSG,
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)
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return "", tail
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def get_chat_state() -> dict[str, Any]:
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store = load_chat_store()
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session = get_active_session()
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if session:
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session.setdefault("bot_mode", CHAT_BOT_TRADING)
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session.setdefault("rolling_summary", "")
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return {
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"active_session_id": store.get("active_session_id"),
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"session": session,
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"sessions": list_chat_sessions(),
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"model": model_label(),
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}
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def start_new_chat(*, trading_day: str, bot_mode: str = CHAT_BOT_TRADING) -> dict:
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session = create_new_session(trading_day=trading_day, bot_mode=bot_mode)
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return {
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"ok": True,
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"session": session,
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"sessions": list_chat_sessions(),
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"model": model_label(),
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}
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def switch_chat_session(session_id: str) -> dict[str, Any]:
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session = set_active_session(session_id)
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return {
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"ok": True,
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"session": session,
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"sessions": list_chat_sessions(),
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"model": model_label(),
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}
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def remove_chat_session(session_id: str) -> dict[str, Any]:
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deleted, new_active = delete_chat_session(session_id)
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if not deleted:
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return {"ok": False, "msg": "session_not_found"}
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session = get_active_session()
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return {
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"ok": True,
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"active_session_id": new_active,
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"session": session,
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"sessions": list_chat_sessions(),
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"model": model_label(),
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}
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def send_chat_message(
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exchanges: list[dict],
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message: str,
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*,
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trading_day: str | None = None,
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raw_attachments: Optional[list[dict]] = None,
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) -> dict[str, Any]:
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text = (message or "").strip()
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parsed = parse_chat_attachments(raw_attachments or [])
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if parsed.get("errors") and not text and not parsed.get("images_b64"):
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return {"ok": False, "msg": "；".join(parsed["errors"])}
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if not text and not parsed.get("images_b64") and not parsed.get("text_append"):
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return {"ok": False, "msg": "消息不能为空"}
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user_visible = text
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if parsed.get("text_append"):
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user_visible = (user_visible + "\n\n" + parsed["text_append"]).strip()
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if not user_visible and parsed.get("attachment_note"):
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user_visible = f"（上传了 {parsed['attachment_note']}）"
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day = (trading_day or "").strip()[:10] or current_trading_day(
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reset_hour=trading_day_reset_hour()
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)
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session = ensure_active_session(trading_day=day)
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sid = session["id"]
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prior_rolling = str(session.get("rolling_summary") or "")
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prior_msgs = session.get("messages") or []
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prior_count = len([m for m in prior_msgs if m.get("role") in ("user", "assistant")])
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user_for_prompt = _clip_text(text or user_visible, CHAT_USER_MESSAGE_MAX_CHARS)
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rolling_summary, history_tail = _prompt_memory(session, prior_msgs)
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bot_mode = (session.get("bot_mode") or CHAT_BOT_TRADING).strip().lower()
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if bot_mode == CHAT_BOT_GENERAL:
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user_prompt = build_general_chat_user_prompt(
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rolling_summary=rolling_summary,
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history_lines=history_tail,
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user_message=user_for_prompt,
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attachment_note=str(parsed.get("attachment_note") or ""),
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)
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if parsed.get("text_append"):
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user_prompt += "\n\n【附件正文】\n" + _clip_text(parsed["text_append"], 3000)
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system_prompt = CHAT_GENERAL_SYSTEM
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else:
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ctx = build_chat_context(exchanges, trading_day=day)
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day = ctx["trading_day"]
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brief_ctx, excerpt = _trading_context_bundle(ctx, prior_count=prior_count)
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user_prompt = build_chat_user_prompt(
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context_text=brief_ctx,
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trading_day=day,
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summary_excerpt=excerpt,
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rolling_summary=rolling_summary,
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history_lines=history_tail,
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user_message=user_for_prompt,
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attachment_note=str(parsed.get("attachment_note") or ""),
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)
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if parsed.get("text_append"):
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user_prompt += "\n\n【附件正文】\n" + _clip_text(parsed["text_append"], 3000)
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system_prompt = CHAT_SYSTEM
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reply = generate_text(
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system=system_prompt,
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user=user_prompt,
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temperature=CHAT_TEMPERATURE,
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images_b64=parsed.get("images_b64") or None,
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max_tokens=CHAT_MAX_OUTPUT_TOKENS,
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max_continuations=CHAT_MAX_CONTINUATIONS,
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)
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if _is_ai_error_reply(reply):
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return {"ok": False, "msg": reply, "session_id": sid}
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append_chat_message(
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sid,
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"user",
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user_visible,
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attachments=parsed.get("attachment_meta") or [],
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)
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session = append_chat_message(sid, "assistant", reply)
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summary_kwargs = {
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"session_id": sid,
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"prior_summary": prior_rolling,
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"user_text": user_visible,
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"assistant_text": reply,
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"bot_mode": bot_mode,
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}
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def _refresh_summary_bg() -> None:
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try:
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refresh_session_rolling_summary(**summary_kwargs)
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except Exception:
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pass
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threading.Thread(target=_refresh_summary_bg, daemon=True).start()
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session = get_active_session() or session
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return {
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"ok": True,
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"trading_day": day,
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"session": session,
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"sessions": list_chat_sessions(),
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"reply": reply,
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"model": model_label(),
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"attachment_warnings": parsed.get("errors") or [],
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}
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"""中控 AI：单会话聊天（直到用户点击新开）。"""
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from __future__ import annotations
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import threading
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from typing import Any, Optional
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from hub_ai.attachments import parse_chat_attachments
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from hub_ai.client import generate_text, model_label
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from hub_ai.config import (
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CHAT_CONTEXT_MAX_CHARS,
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CHAT_FOLLOWUP_CONTEXT_MAX_CHARS,
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CHAT_HISTORY_MAX_CHARS_PER_MSG,
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CHAT_MAX_CONTINUATIONS,
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CHAT_MAX_HISTORY_TURNS,
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CHAT_MAX_OUTPUT_TOKENS,
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CHAT_PROMPT_MAX_CHARS,
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CHAT_SUMMARY_EXCERPT_MAX_CHARS,
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CHAT_TEMPERATURE,
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CHAT_USER_MESSAGE_MAX_CHARS,
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trading_day_reset_hour,
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)
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from lib.hub.hub_trades_lib import current_trading_day
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from hub_ai.context import (
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build_chat_context,
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format_chat_context_for_chat,
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format_chat_position_overview,
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)
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from hub_ai.prompts import (
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CHAT_GENERAL_SYSTEM,
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CHAT_SYSTEM,
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build_chat_user_prompt,
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build_general_chat_user_prompt,
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)
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from hub_ai.rolling_summary import refresh_session_rolling_summary
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from hub_ai.store import (
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CHAT_BOT_GENERAL,
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CHAT_BOT_TRADING,
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append_chat_message,
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create_new_session,
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delete_chat_session,
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ensure_active_session,
|
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get_active_session,
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list_chat_sessions,
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load_chat_store,
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set_active_session,
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summary_excerpt_for_chat,
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)
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from hub_ai.text_util import clip_text, is_ai_error_reply
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def _is_ai_error_reply(text: str) -> bool:
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return is_ai_error_reply(text)
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def _clip_text(text: str, max_chars: int) -> str:
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return clip_text(text, max_chars)
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def _history_lines(
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messages: list[dict],
|
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max_turns: int = CHAT_MAX_HISTORY_TURNS,
|
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*,
|
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max_chars_per_msg: int = CHAT_HISTORY_MAX_CHARS_PER_MSG,
|
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total_max_chars: int | None = None,
|
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) -> str:
|
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rows = [m for m in (messages or []) if m.get("role") in ("user", "assistant")]
|
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rows = rows[-max_turns * 2 :]
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lines = []
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for m in rows:
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role = "用户" if m.get("role") == "user" else "搭档"
|
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content = str(m.get("content") or "").strip()
|
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if m.get("role") == "assistant" and _is_ai_error_reply(content):
|
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continue
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att = m.get("attachments") or []
|
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if att:
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names = "、".join(str(a.get("name") or "附件") for a in att[:3])
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content = f"{content} [附件: {names}]".strip()
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content = _clip_text(content, max_chars_per_msg)
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if content:
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lines.append(f"{role}：{content}")
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if total_max_chars and total_max_chars > 0:
|
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while lines and len("\n".join(lines)) > total_max_chars:
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lines.pop(0)
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return "\n".join(lines)
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def _trading_context_bundle(ctx: dict[str, Any], *, prior_count: int) -> tuple[str, str]:
|
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day = str(ctx.get("trading_day") or (ctx.get("totals") or {}).get("trading_day") or "")
|
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if prior_count <= 0:
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brief = format_chat_context_for_chat(ctx, max_chars=CHAT_CONTEXT_MAX_CHARS)
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excerpt = summary_excerpt_for_chat(day, max_chars=CHAT_SUMMARY_EXCERPT_MAX_CHARS)
|
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return brief, excerpt
|
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totals = ctx.get("totals") or {}
|
||||
overview = format_chat_position_overview(ctx)
|
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slim = (
|
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f"【续聊快照 {day}】平仓盈亏 {totals.get('total_pnl_u')}U | "
|
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f"笔数 {totals.get('closed_count')} | "
|
||||
f"持仓 {totals.get('open_position_count', 0)} 仓 | "
|
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f"浮盈亏 {totals.get('float_pnl_u')}U"
|
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)
|
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brief = _clip_text(overview + "\n" + slim, CHAT_FOLLOWUP_CONTEXT_MAX_CHARS)
|
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return brief, ""
|
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|
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|
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def _history_budget(*sizes: int) -> int:
|
||||
used = sum(int(s or 0) for s in sizes) + 2200
|
||||
return max(1200, CHAT_PROMPT_MAX_CHARS - used)
|
||||
|
||||
|
||||
def _prompt_memory(session: dict, prior_msgs: list[dict]) -> tuple[str, str]:
|
||||
"""续聊优先用滚动摘要；旧会话无摘要时仅带最近 1 轮兜底。"""
|
||||
rolling = str(session.get("rolling_summary") or "").strip()
|
||||
if rolling:
|
||||
return rolling, ""
|
||||
prior_count = len([m for m in prior_msgs if m.get("role") in ("user", "assistant")])
|
||||
if prior_count <= 0:
|
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return "", ""
|
||||
tail = _history_lines(
|
||||
prior_msgs,
|
||||
max_turns=1,
|
||||
max_chars_per_msg=CHAT_HISTORY_MAX_CHARS_PER_MSG,
|
||||
)
|
||||
return "", tail
|
||||
|
||||
|
||||
def get_chat_state() -> dict[str, Any]:
|
||||
store = load_chat_store()
|
||||
session = get_active_session()
|
||||
if session:
|
||||
session.setdefault("bot_mode", CHAT_BOT_TRADING)
|
||||
session.setdefault("rolling_summary", "")
|
||||
return {
|
||||
"active_session_id": store.get("active_session_id"),
|
||||
"session": session,
|
||||
"sessions": list_chat_sessions(),
|
||||
"model": model_label(),
|
||||
}
|
||||
|
||||
|
||||
def start_new_chat(*, trading_day: str, bot_mode: str = CHAT_BOT_TRADING) -> dict:
|
||||
session = create_new_session(trading_day=trading_day, bot_mode=bot_mode)
|
||||
return {
|
||||
"ok": True,
|
||||
"session": session,
|
||||
"sessions": list_chat_sessions(),
|
||||
"model": model_label(),
|
||||
}
|
||||
|
||||
|
||||
def switch_chat_session(session_id: str) -> dict[str, Any]:
|
||||
session = set_active_session(session_id)
|
||||
return {
|
||||
"ok": True,
|
||||
"session": session,
|
||||
"sessions": list_chat_sessions(),
|
||||
"model": model_label(),
|
||||
}
|
||||
|
||||
|
||||
def remove_chat_session(session_id: str) -> dict[str, Any]:
|
||||
deleted, new_active = delete_chat_session(session_id)
|
||||
if not deleted:
|
||||
return {"ok": False, "msg": "session_not_found"}
|
||||
session = get_active_session()
|
||||
return {
|
||||
"ok": True,
|
||||
"active_session_id": new_active,
|
||||
"session": session,
|
||||
"sessions": list_chat_sessions(),
|
||||
"model": model_label(),
|
||||
}
|
||||
|
||||
|
||||
def send_chat_message(
|
||||
exchanges: list[dict],
|
||||
message: str,
|
||||
*,
|
||||
trading_day: str | None = None,
|
||||
raw_attachments: Optional[list[dict]] = None,
|
||||
) -> dict[str, Any]:
|
||||
text = (message or "").strip()
|
||||
parsed = parse_chat_attachments(raw_attachments or [])
|
||||
if parsed.get("errors") and not text and not parsed.get("images_b64"):
|
||||
return {"ok": False, "msg": "；".join(parsed["errors"])}
|
||||
if not text and not parsed.get("images_b64") and not parsed.get("text_append"):
|
||||
return {"ok": False, "msg": "消息不能为空"}
|
||||
|
||||
user_visible = text
|
||||
if parsed.get("text_append"):
|
||||
user_visible = (user_visible + "\n\n" + parsed["text_append"]).strip()
|
||||
if not user_visible and parsed.get("attachment_note"):
|
||||
user_visible = f"（上传了 {parsed['attachment_note']}）"
|
||||
|
||||
day = (trading_day or "").strip()[:10] or current_trading_day(
|
||||
reset_hour=trading_day_reset_hour()
|
||||
)
|
||||
session = ensure_active_session(trading_day=day)
|
||||
sid = session["id"]
|
||||
prior_rolling = str(session.get("rolling_summary") or "")
|
||||
prior_msgs = session.get("messages") or []
|
||||
prior_count = len([m for m in prior_msgs if m.get("role") in ("user", "assistant")])
|
||||
user_for_prompt = _clip_text(text or user_visible, CHAT_USER_MESSAGE_MAX_CHARS)
|
||||
rolling_summary, history_tail = _prompt_memory(session, prior_msgs)
|
||||
|
||||
bot_mode = (session.get("bot_mode") or CHAT_BOT_TRADING).strip().lower()
|
||||
if bot_mode == CHAT_BOT_GENERAL:
|
||||
user_prompt = build_general_chat_user_prompt(
|
||||
rolling_summary=rolling_summary,
|
||||
history_lines=history_tail,
|
||||
user_message=user_for_prompt,
|
||||
attachment_note=str(parsed.get("attachment_note") or ""),
|
||||
)
|
||||
if parsed.get("text_append"):
|
||||
user_prompt += "\n\n【附件正文】\n" + _clip_text(parsed["text_append"], 3000)
|
||||
system_prompt = CHAT_GENERAL_SYSTEM
|
||||
else:
|
||||
ctx = build_chat_context(exchanges, trading_day=day)
|
||||
day = ctx["trading_day"]
|
||||
brief_ctx, excerpt = _trading_context_bundle(ctx, prior_count=prior_count)
|
||||
user_prompt = build_chat_user_prompt(
|
||||
context_text=brief_ctx,
|
||||
trading_day=day,
|
||||
summary_excerpt=excerpt,
|
||||
rolling_summary=rolling_summary,
|
||||
history_lines=history_tail,
|
||||
user_message=user_for_prompt,
|
||||
attachment_note=str(parsed.get("attachment_note") or ""),
|
||||
)
|
||||
if parsed.get("text_append"):
|
||||
user_prompt += "\n\n【附件正文】\n" + _clip_text(parsed["text_append"], 3000)
|
||||
system_prompt = CHAT_SYSTEM
|
||||
|
||||
reply = generate_text(
|
||||
system=system_prompt,
|
||||
user=user_prompt,
|
||||
temperature=CHAT_TEMPERATURE,
|
||||
images_b64=parsed.get("images_b64") or None,
|
||||
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}
|
||||
|
||||
append_chat_message(
|
||||
sid,
|
||||
"user",
|
||||
user_visible,
|
||||
attachments=parsed.get("attachment_meta") or [],
|
||||
)
|
||||
session = append_chat_message(sid, "assistant", reply)
|
||||
summary_kwargs = {
|
||||
"session_id": sid,
|
||||
"prior_summary": prior_rolling,
|
||||
"user_text": user_visible,
|
||||
"assistant_text": reply,
|
||||
"bot_mode": bot_mode,
|
||||
}
|
||||
|
||||
def _refresh_summary_bg() -> None:
|
||||
try:
|
||||
refresh_session_rolling_summary(**summary_kwargs)
|
||||
except Exception:
|
||||
pass
|
||||
|
||||
threading.Thread(target=_refresh_summary_bg, daemon=True).start()
|
||||
session = get_active_session() or session
|
||||
return {
|
||||
"ok": True,
|
||||
"trading_day": day,
|
||||
"session": session,
|
||||
"sessions": list_chat_sessions(),
|
||||
"reply": reply,
|
||||
"model": model_label(),
|
||||
"attachment_warnings": parsed.get("errors") or [],
|
||||
}
|
||||
|
||||
Reference in New Issue
Block a user