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 [],