feat(hub): add data dashboard and AI chat with session history

Add /dashboard with daily PnL overview and loss alerts. Extend AI coach chat with history sidebar, delete/switch sessions, message copy, and trading vs general bot modes.

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

manual_trading_hub/hub_ai/chat.py

@@ -13,15 +13,27 @@ from hub_ai.config import (
     CHAT_MAX_OUTPUT_TOKENS,
     CHAT_SUMMARY_EXCERPT_MAX_CHARS,
     CHAT_TEMPERATURE,
+    trading_day_reset_hour,
 )
+from hub_trades_lib import current_trading_day
 from hub_ai.context import build_daily_context, format_chat_context_for_chat
-from hub_ai.prompts import CHAT_SYSTEM, build_chat_user_prompt
+from hub_ai.prompts import (
+    CHAT_GENERAL_SYSTEM,
+    CHAT_SYSTEM,
+    build_chat_user_prompt,
+    build_general_chat_user_prompt,
+)
 from hub_ai.store import (
+    CHAT_BOT_GENERAL,
+    CHAT_BOT_TRADING,
     append_chat_message,
     create_new_session,
+    delete_chat_session,
     ensure_active_session,
     get_active_session,
+    list_chat_sessions,
     load_chat_store,
+    set_active_session,
     summary_excerpt_for_chat,
 )
 
@@ -58,16 +70,48 @@ def _history_lines(
 def get_chat_state() -> dict[str, Any]:
     store = load_chat_store()
     session = get_active_session()
+    if session:
+        session.setdefault("bot_mode", CHAT_BOT_TRADING)
     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) -> dict:
-    session = create_new_session(trading_day=trading_day)
-    return {"ok": True, "session": session, "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(
@@ -90,8 +134,9 @@ def send_chat_message(
     if not user_visible and parsed.get("attachment_note"):
         user_visible = f"（上传了 {parsed['attachment_note']}）"
 
-    ctx = build_daily_context(exchanges, trading_day=trading_day)
-    day = ctx["trading_day"]
+    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"]
     history = _history_lines(
@@ -106,22 +151,35 @@ def send_chat_message(
         attachments=parsed.get("attachment_meta") or [],
     )
 
-    brief_ctx = format_chat_context_for_chat(ctx, max_chars=CHAT_CONTEXT_MAX_CHARS)
-    excerpt = summary_excerpt_for_chat(day, max_chars=CHAT_SUMMARY_EXCERPT_MAX_CHARS)
-
-    user_prompt = build_chat_user_prompt(
-        context_text=brief_ctx,
-        trading_day=day,
-        summary_excerpt=excerpt,
-        history_lines=history,
-        user_message=text or user_visible,
-        attachment_note=str(parsed.get("attachment_note") or ""),
-    )
-    if parsed.get("text_append"):
-        user_prompt += "\n\n【附件正文】\n" + parsed["text_append"]
+    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(
+            history_lines=history,
+            user_message=text or user_visible,
+            attachment_note=str(parsed.get("attachment_note") or ""),
+        )
+        if parsed.get("text_append"):
+            user_prompt += "\n\n【附件正文】\n" + parsed["text_append"]
+        system_prompt = CHAT_GENERAL_SYSTEM
+    else:
+        ctx = build_daily_context(exchanges, trading_day=day)
+        day = ctx["trading_day"]
+        brief_ctx = format_chat_context_for_chat(ctx, max_chars=CHAT_CONTEXT_MAX_CHARS)
+        excerpt = summary_excerpt_for_chat(day, max_chars=CHAT_SUMMARY_EXCERPT_MAX_CHARS)
+        user_prompt = build_chat_user_prompt(
+            context_text=brief_ctx,
+            trading_day=day,
+            summary_excerpt=excerpt,
+            history_lines=history,
+            user_message=text or user_visible,
+            attachment_note=str(parsed.get("attachment_note") or ""),
+        )
+        if parsed.get("text_append"):
+            user_prompt += "\n\n【附件正文】\n" + parsed["text_append"]
+        system_prompt = CHAT_SYSTEM
 
     reply = generate_text(
-        system=CHAT_SYSTEM,
+        system=system_prompt,
         user=user_prompt,
         temperature=CHAT_TEMPERATURE,
         images_b64=parsed.get("images_b64") or None,
@@ -136,6 +194,7 @@ def send_chat_message(
         "ok": True,
         "trading_day": day,
         "session": session,
+        "sessions": list_chat_sessions(),
         "reply": reply,
         "model": model_label(),
         "attachment_warnings": parsed.get("errors") or [],

manual_trading_hub/hub_ai/prompts.py

@@ -65,6 +65,33 @@ def build_summary_user_prompt(context_text: str, trading_day: str) -> str:
 """.strip()
 
 
+CHAT_GENERAL_SYSTEM = """
+你是简洁、友好的中文助手，陪用户闲聊、答疑、整理思路。
+
+规则：
+- 口语化、自然，不要列清单式说教，不要「作为 AI 我必须…」。
+- 用户未主动聊交易时，不要主动扯合约、仓位、盈亏、盯盘。
+- 你没有接入用户的交易账户数据；不要编造持仓、资金或监控状态。若被问到交易事实，说明这边看不到实盘，建议去中控监控区或实例页查看。
+- 若用户上传图片或文档，结合可见内容回应；看不清的直说。
+- 接续【此前对话】，不要重复开场白；回复须写完整，以句号/问号/感叹号收尾。
+""".strip()
+
+
+def build_general_chat_user_prompt(
+    *,
+    history_lines: str,
+    user_message: str,
+    attachment_note: str = "",
+) -> str:
+    parts: list[str] = []
+    if history_lines.strip():
+        parts.extend(["【此前对话（须接续，勿重复开场）】", history_lines.strip()])
+    if attachment_note.strip():
+        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)
+
+
 def build_chat_user_prompt(
     *,
     context_text: str,

manual_trading_hub/hub_ai/routes.py

@@ -6,7 +6,13 @@ from typing import Callable
 from fastapi import APIRouter, File, Form, HTTPException, UploadFile
 from pydantic import BaseModel, Field
 
-from hub_ai.chat import get_chat_state, send_chat_message, start_new_chat
+from hub_ai.chat import (
+    get_chat_state,
+    remove_chat_session,
+    send_chat_message,
+    start_new_chat,
+    switch_chat_session,
+)
 from hub_ai.client import model_label
 from hub_ai.config import trading_day_reset_hour
 from hub_ai.context import build_daily_context
@@ -27,6 +33,11 @@ class SummaryGenerateBody(BaseModel):
 
 class ChatNewBody(BaseModel):
     trading_day: str = ""
+    bot_mode: str = "trading"
+
+
+class ChatSwitchBody(BaseModel):
+    session_id: str = Field(..., min_length=1)
 
 
 def create_hub_ai_router(*, load_all_exchanges: Callable[[], list]) -> APIRouter:
@@ -91,7 +102,21 @@ def create_hub_ai_router(*, load_all_exchanges: Callable[[], list]) -> APIRouter
     @router.post("/chat/new")
     def api_ai_chat_new(body: ChatNewBody = ChatNewBody()):
         day = _day(body.trading_day)
-        return start_new_chat(trading_day=day)
+        return start_new_chat(trading_day=day, bot_mode=body.bot_mode or "trading")
+
+    @router.post("/chat/switch")
+    def api_ai_chat_switch(body: ChatSwitchBody):
+        try:
+            return switch_chat_session(body.session_id.strip())
+        except KeyError:
+            raise HTTPException(status_code=404, detail="会话不存在")
+
+    @router.delete("/chat/session/{session_id}")
+    def api_ai_chat_delete(session_id: str):
+        result = remove_chat_session(session_id.strip())
+        if not result.get("ok"):
+            raise HTTPException(status_code=404, detail="会话不存在")
+        return result
 
     @router.post("/chat/send")
     async def api_ai_chat_send(

manual_trading_hub/hub_ai/store.py

@@ -140,12 +140,28 @@ def get_active_session() -> Optional[dict]:
     return None
 
 
-def create_new_session(*, trading_day: str, title: str = "新对话") -> dict:
+CHAT_BOT_TRADING = "trading"
+CHAT_BOT_GENERAL = "general"
+CHAT_BOT_MODES = frozenset({CHAT_BOT_TRADING, CHAT_BOT_GENERAL})
+
+
+def _normalize_bot_mode(raw: Any) -> str:
+    mode = (raw or CHAT_BOT_TRADING).strip().lower()
+    return mode if mode in CHAT_BOT_MODES else CHAT_BOT_TRADING
+
+
+def create_new_session(
+    *,
+    trading_day: str,
+    title: str = "新对话",
+    bot_mode: str = CHAT_BOT_TRADING,
+) -> dict:
     store = load_chat_store()
     session = {
         "id": uuid.uuid4().hex,
         "trading_day": trading_day,
         "title": title,
+        "bot_mode": _normalize_bot_mode(bot_mode),
         "created_at": _now_str(),
         "updated_at": _now_str(),
         "messages": [],
@@ -193,6 +209,71 @@ def append_chat_message(
     return target
 
 
+def _session_list_item(s: dict, *, active_id: Optional[str]) -> dict:
+    msgs = s.get("messages") or []
+    preview = ""
+    for m in reversed(msgs):
+        if m.get("role") == "user":
+            preview = str(m.get("content") or "").replace("\n", " ")[:48]
+            break
+    if not preview and msgs:
+        last = msgs[-1]
+        preview = str(last.get("content") or "").replace("\n", " ")[:48]
+    sid = str(s.get("id") or "")
+    return {
+        "id": sid,
+        "title": s.get("title") or "新对话",
+        "bot_mode": _normalize_bot_mode(s.get("bot_mode")),
+        "trading_day": s.get("trading_day"),
+        "created_at": s.get("created_at"),
+        "updated_at": s.get("updated_at"),
+        "message_count": len(msgs),
+        "preview": preview,
+        "is_active": sid and sid == str(active_id or ""),
+    }
+
+
+def list_chat_sessions(*, limit: int = 50) -> list[dict]:
+    store = load_chat_store()
+    active_id = store.get("active_session_id")
+    sessions = list(store.get("sessions") or [])
+    for s in sessions:
+        s.setdefault("bot_mode", CHAT_BOT_TRADING)
+    sessions.sort(key=lambda x: str(x.get("updated_at") or ""), reverse=True)
+    return [_session_list_item(s, active_id=active_id) for s in sessions[: max(1, min(limit, 100))]]
+
+
+def set_active_session(session_id: str) -> dict:
+    store = load_chat_store()
+    target = None
+    for s in store.get("sessions") or []:
+        if str(s.get("id")) == str(session_id):
+            target = s
+            break
+    if not target:
+        raise KeyError("session_not_found")
+    target.setdefault("bot_mode", CHAT_BOT_TRADING)
+    store["active_session_id"] = target["id"]
+    save_chat_store(store)
+    return target
+
+
+def delete_chat_session(session_id: str) -> tuple[bool, Optional[str]]:
+    store = load_chat_store()
+    sessions = list(store.get("sessions") or [])
+    new_sessions = [s for s in sessions if str(s.get("id")) != str(session_id)]
+    if len(new_sessions) == len(sessions):
+        return False, None
+    active = store.get("active_session_id")
+    new_active = active
+    if str(active) == str(session_id):
+        new_active = new_sessions[0]["id"] if new_sessions else None
+    store["sessions"] = new_sessions
+    store["active_session_id"] = new_active
+    save_chat_store(store)
+    return True, new_active
+
+
 def summary_excerpt_for_chat(trading_day: str, max_chars: int = 600) -> str:
     latest = get_latest_summary(trading_day)
     if not latest: