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.py

@@ -648,6 +648,7 @@ def root_redirect():
 @app.get("/monitor")
 @app.get("/market")
 @app.get("/archive")
+@app.get("/dashboard")
 @app.get("/funds")
 @app.get("/ai")
 @app.get("/settings")
@@ -661,10 +662,24 @@ def _all_exchanges_for_ai() -> list:
 
 
 from hub_ai.routes import create_hub_ai_router
+from hub_dashboard import build_dashboard_payload, default_trading_day
 
 app.include_router(create_hub_ai_router(load_all_exchanges=_all_exchanges_for_ai))
 
 
+@app.get("/api/dashboard/daily")
+def api_dashboard_daily(trading_day: str = ""):
+    day = (trading_day or "").strip()[:10] or default_trading_day()
+    try:
+        payload = build_dashboard_payload(
+            _all_exchanges_for_ai(),
+            trading_day=day,
+        )
+    except Exception as exc:
+        raise HTTPException(status_code=502, detail=str(exc)) from exc
+    return payload
+
+
 @app.get("/trade")
 def trade_removed_redirect():
     from fastapi.responses import RedirectResponse
@@ -2107,7 +2122,7 @@ def api_ping():
         "service": "manual-trading-hub",
         "build": HUB_BUILD,
         "trade_ui": False,
-        "features": ["monitor", "settings", "auth", "board_sse", "archive", "funds"],
+        "features": ["monitor", "settings", "auth", "board_sse", "archive", "dashboard", "funds"],
         "board_poll_interval_sec": HUB_BOARD_POLL_INTERVAL,
         "board_version": board_store.version,
         "board_aggregating": board_store.aggregating,

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:
+def start_new_chat(*, trading_day: str, bot_mode: str = CHAT_BOT_TRADING) -> dict:
-    session = create_new_session(trading_day=trading_day)
+    session = create_new_session(trading_day=trading_day, bot_mode=bot_mode)
-    return {"ok": True, "session": session, "model": model_label()}
+    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 = (trading_day or "").strip()[:10] or current_trading_day(
-    day = ctx["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)
+    bot_mode = (session.get("bot_mode") or CHAT_BOT_TRADING).strip().lower()
-    excerpt = summary_excerpt_for_chat(day, max_chars=CHAT_SUMMARY_EXCERPT_MAX_CHARS)
+    if bot_mode == CHAT_BOT_GENERAL:
-
+        user_prompt = build_general_chat_user_prompt(
-    user_prompt = build_chat_user_prompt(
+            history_lines=history,
-        context_text=brief_ctx,
+            user_message=text or user_visible,
-        trading_day=day,
+            attachment_note=str(parsed.get("attachment_note") or ""),
-        summary_excerpt=excerpt,
+        )
-        history_lines=history,
+        if parsed.get("text_append"):
-        user_message=text or user_visible,
+            user_prompt += "\n\n【附件正文】\n" + parsed["text_append"]
-        attachment_note=str(parsed.get("attachment_note") or ""),
+        system_prompt = CHAT_GENERAL_SYSTEM
-    )
+    else:
-    if parsed.get("text_append"):
+        ctx = build_daily_context(exchanges, trading_day=day)
-        user_prompt += "\n\n【附件正文】\n" + parsed["text_append"]
+        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:

manual_trading_hub/hub_dashboard.py

@@ -0,0 +1,98 @@
+"""中控数据看板：四户当日总览（无 AI，纯数据聚合）。"""
+from __future__ import annotations
+
+from datetime import datetime, timezone
+from typing import Any, Optional
+
+from hub_ai.context import (
+    build_daily_context,
+    collect_closed_trades_snapshot,
+    format_account_remark,
+)
+from hub_ai.config import trading_day_reset_hour
+from hub_trades_lib import current_trading_day
+
+LOSS_ALERT_PCT = 5.0
+DASHBOARD_POLL_INTERVAL_SEC = 60
+
+
+def _safe_float(v: Any) -> Optional[float]:
+    try:
+        if v is None or v == "":
+            return None
+        return float(v)
+    except (TypeError, ValueError):
+        return None
+
+
+def _account_capital_base(ac: dict) -> Optional[float]:
+    funding = _safe_float(ac.get("funding_usdt"))
+    trading = _safe_float(ac.get("trading_usdt"))
+    if funding is not None and trading is not None:
+        return funding + trading
+    if funding is not None:
+        return funding
+    if trading is not None:
+        return trading
+    return None
+
+
+def _enrich_account_row(ac: dict) -> dict:
+    st = ac.get("trade_stats") or {}
+    capital = _account_capital_base(ac)
+    day_pnl = float(st.get("total_pnl_u") or 0)
+    loss_pct: Optional[float] = None
+    loss_alert = False
+    if capital is not None and capital > 0 and day_pnl < -1e-9:
+        loss_pct = round(abs(day_pnl) / capital * 100.0, 2)
+        loss_alert = loss_pct >= LOSS_ALERT_PCT
+    return {
+        "id": ac.get("id"),
+        "key": ac.get("key"),
+        "name": ac.get("name"),
+        "status": ac.get("status"),
+        "monitored": ac.get("status") != "未监控",
+        "funding_usdt": ac.get("funding_usdt"),
+        "trading_usdt": ac.get("trading_usdt"),
+        "capital_total_usdt": round(capital, 4) if capital is not None else None,
+        "available_trading_usdt": ac.get("available_trading_usdt"),
+        "pnl_u": st.get("total_pnl_u"),
+        "closed_count": st.get("closed_count"),
+        "win_count": st.get("win_count"),
+        "loss_count": st.get("loss_count"),
+        "float_pnl_u": ac.get("float_pnl_u"),
+        "open_position_count": ac.get("open_position_count"),
+        "remark": format_account_remark(ac),
+        "issues": ac.get("issues") or [],
+        "daily_loss_pct": loss_pct,
+        "loss_alert": loss_alert,
+    }
+
+
+def build_dashboard_payload(
+    exchanges: list[dict],
+    *,
+    trading_day: str | None = None,
+) -> dict[str, Any]:
+    ctx = build_daily_context(exchanges, trading_day=trading_day)
+    day = ctx["trading_day"]
+    accounts_raw = ctx.get("accounts") or []
+    accounts = [_enrich_account_row(ac) for ac in accounts_raw]
+    closed_trades = collect_closed_trades_snapshot(accounts_raw, today=day)
+    loss_alert_count = sum(1 for ac in accounts if ac.get("loss_alert"))
+    now = datetime.now(timezone.utc).astimezone().strftime("%Y-%m-%d %H:%M:%S")
+    return {
+        "ok": True,
+        "updated_at": now,
+        "trading_day": day,
+        "totals": ctx.get("totals"),
+        "accounts": accounts,
+        "closed_trades": closed_trades,
+        "loss_alert_pct_threshold": LOSS_ALERT_PCT,
+        "loss_alert_count": loss_alert_count,
+        "poll_interval_sec": DASHBOARD_POLL_INTERVAL_SEC,
+    }
+
+
+def default_trading_day() -> str:
+    return current_trading_day(reset_hour=trading_day_reset_hour())

manual_trading_hub/static/app.css

@@ -3939,7 +3939,8 @@ body.hub-page-ai #page-ai {
   }
 
   body.hub-page-ai .ai-layout[data-ai-mobile-tab="chat"] .ai-summary-panel,
-  body.hub-page-ai .ai-layout[data-ai-mobile-tab="summary"] .ai-chat-panel {
+  body.hub-page-ai .ai-layout[data-ai-mobile-tab="summary"] .ai-chat-panel,
+  body.hub-page-ai .ai-layout[data-ai-mobile-tab="history"] .ai-summary-panel {
     display: none !important;
   }
 
@@ -3953,6 +3954,35 @@ body.hub-page-ai #page-ai {
     min-width: 0;
   }
 
+  body.hub-page-ai .ai-layout[data-ai-mobile-tab="history"] .ai-chat-panel {
+    display: flex;
+    flex: 1 1 auto;
+    width: 100%;
+    max-width: 100%;
+    min-height: 0;
+    min-width: 0;
+  }
+
+  body.hub-page-ai .ai-layout[data-ai-mobile-tab="chat"] .ai-chat-history-panel {
+    display: none !important;
+  }
+
+  body.hub-page-ai .ai-layout[data-ai-mobile-tab="history"] .ai-chat-main {
+    display: none !important;
+  }
+
+  body.hub-page-ai .ai-layout[data-ai-mobile-tab="history"] .ai-bot-bar {
+    display: none;
+  }
+
+  body.hub-page-ai .ai-layout[data-ai-mobile-tab="history"] .ai-chat-history-panel {
+    display: flex;
+    flex: 1 1 auto;
+    min-height: 0;
+    border-left: none;
+    width: 100%;
+  }
+
   body.hub-page-ai .ai-panel {
     width: 100%;
     max-width: 100%;
@@ -4291,6 +4321,186 @@ body.hub-page-ai #page-ai {
   color: var(--muted);
   margin: 0;
 }
+.ai-chat-panel {
+  gap: 8px;
+}
+.ai-chat-panel .ai-chat-split {
+  flex: 1 1 auto;
+}
+.ai-bot-bar {
+  display: flex;
+  gap: 8px;
+  flex-shrink: 0;
+  padding-bottom: 2px;
+}
+.ai-bot-tab {
+  flex: 1;
+  min-height: 36px;
+  padding: 6px 12px;
+  border-radius: 8px;
+  border: 1px solid var(--border-soft);
+  background: var(--inset-surface);
+  color: var(--muted);
+  font-family: var(--font);
+  font-size: 0.8rem;
+  font-weight: 600;
+  cursor: pointer;
+  transition: border-color 0.15s, color 0.15s, background 0.15s;
+}
+.ai-bot-tab:hover {
+  border-color: var(--accent);
+  color: var(--text);
+}
+.ai-bot-tab.is-active {
+  color: var(--text);
+  border-color: var(--accent);
+  background: var(--accent-dim);
+  box-shadow: var(--glow);
+}
+.ai-chat-split {
+  flex: 1 1 auto;
+  min-height: 0;
+  display: grid;
+  grid-template-columns: minmax(0, 1fr) minmax(200px, 260px);
+  gap: 0;
+  overflow: hidden;
+  border: 1px solid var(--border-soft);
+  border-radius: 8px;
+}
+.ai-chat-main {
+  display: flex;
+  flex-direction: column;
+  min-height: 0;
+  min-width: 0;
+  overflow: hidden;
+}
+.ai-chat-history-panel {
+  display: flex;
+  flex-direction: column;
+  min-height: 0;
+  min-width: 0;
+  border-left: 1px solid var(--border-soft);
+  background: color-mix(in srgb, var(--inset-surface) 65%, var(--panel));
+}
+.ai-chat-history-head {
+  flex-shrink: 0;
+  padding: 10px 12px 6px;
+  border-bottom: 1px solid var(--border-soft);
+}
+.ai-chat-history-head h3 {
+  margin: 0;
+  font-size: 0.82rem;
+  font-weight: 700;
+  color: var(--muted);
+  letter-spacing: 0.04em;
+}
+.ai-chat-history-list {
+  flex: 1 1 auto;
+  min-height: 0;
+  padding: 8px;
+  display: flex;
+  flex-direction: column;
+  gap: 6px;
+}
+.ai-chat-history-item {
+  display: grid;
+  grid-template-columns: minmax(0, 1fr) auto;
+  gap: 4px 8px;
+  align-items: start;
+  padding: 8px 10px;
+  border-radius: 8px;
+  border: 1px solid var(--border-soft);
+  background: var(--panel);
+  cursor: pointer;
+  text-align: left;
+  transition: border-color 0.15s, background 0.15s;
+}
+.ai-chat-history-item:hover {
+  border-color: var(--accent);
+}
+.ai-chat-history-item.is-active {
+  border-color: var(--accent);
+  background: var(--accent-dim);
+  box-shadow: var(--glow);
+}
+.ai-chat-history-item-main {
+  min-width: 0;
+  display: flex;
+  flex-direction: column;
+  gap: 3px;
+}
+.ai-chat-history-item-title {
+  font-size: 0.8rem;
+  font-weight: 600;
+  color: var(--text);
+  overflow: hidden;
+  text-overflow: ellipsis;
+  white-space: nowrap;
+}
+.ai-chat-history-item-preview {
+  font-size: 0.72rem;
+  color: var(--muted);
+  overflow: hidden;
+  text-overflow: ellipsis;
+  white-space: nowrap;
+}
+.ai-chat-history-item-meta {
+  font-size: 0.68rem;
+  color: var(--muted);
+  display: flex;
+  flex-wrap: wrap;
+  gap: 6px;
+  align-items: center;
+}
+.ai-chat-history-badge {
+  display: inline-flex;
+  padding: 1px 6px;
+  border-radius: 999px;
+  font-size: 0.62rem;
+  font-weight: 600;
+  border: 1px solid var(--border-soft);
+  color: var(--muted);
+}
+.ai-chat-history-badge.trading {
+  color: var(--accent);
+  border-color: color-mix(in srgb, var(--accent) 40%, var(--border-soft));
+}
+.ai-chat-history-del {
+  min-width: 28px;
+  min-height: 28px;
+  padding: 0;
+  border: none;
+  border-radius: 6px;
+  background: transparent;
+  color: var(--muted);
+  font-size: 1rem;
+  line-height: 1;
+  cursor: pointer;
+}
+.ai-chat-history-del:hover {
+  color: var(--red);
+  background: color-mix(in srgb, var(--red) 12%, transparent);
+}
+.ai-msg-actions {
+  display: flex;
+  gap: 6px;
+  padding: 0 4px;
+}
+.ai-msg-copy-btn {
+  min-height: 24px;
+  padding: 2px 8px;
+  border-radius: 6px;
+  border: 1px solid var(--border-soft);
+  background: var(--panel);
+  color: var(--muted);
+  font-size: 0.68rem;
+  font-weight: 600;
+  cursor: pointer;
+}
+.ai-msg-copy-btn:hover {
+  border-color: var(--accent);
+  color: var(--accent);
+}
 .ai-chat-messages {
   display: flex;
   flex-direction: column;

manual_trading_hub/static/app.js

@@ -644,6 +644,7 @@
     const p = window.location.pathname.replace(/\/$/, "") || "/monitor";
     if (p.includes("settings")) return "settings";
     if (p.includes("archive")) return "archive";
+    if (p.includes("dashboard")) return "dashboard";
     if (p.includes("funds")) return "funds";
     if (p.includes("market")) return "market";
     if (p.includes("/ai")) return "ai";
@@ -653,6 +654,7 @@
   function pageElementId(page) {
     if (page === "settings") return "page-settings";
     if (page === "archive") return "page-archive";
+    if (page === "dashboard") return "page-dashboard";
     if (page === "funds") return "page-funds";
     if (page === "market") return "page-market";
     if (page === "ai") return "page-ai";
@@ -674,9 +676,15 @@
     });
     document.body.classList.toggle("hub-page-ai", page === "ai");
     document.body.classList.toggle("hub-page-funds", page === "funds");
+    document.body.classList.toggle("hub-page-dashboard", page === "dashboard");
     syncHubAiMobileViewport();
     if (page === "monitor") startMonitorPoll();
     else stopMonitorPoll();
+    if (page === "dashboard" && window.hubDashboardPage) {
+      window.hubDashboardPage.init();
+    } else if (window.hubDashboardPage && window.hubDashboardPage.destroy) {
+      window.hubDashboardPage.destroy();
+    }
     if (page === "settings") loadSettingsUI();
     if (page === "ai") loadAiPage();
     if (page === "archive" && window.hubArchivePage) {
@@ -1010,6 +1018,10 @@
       btn.setAttribute("aria-selected", on ? "true" : "false");
     });
     if (mobile && active === "chat") scrollAiChatToEnd();
+    if (mobile && active === "history") {
+      const hist = document.getElementById("ai-chat-history-list");
+      if (hist) hist.scrollTop = 0;
+    }
   }
 
   function initAiMobileTabs() {
@@ -3133,6 +3145,8 @@
   let aiSummaryLoading = false;
   let aiChatLoading = false;
   let aiChatSessionCache = null;
+  let aiChatSessionsCache = [];
+  let aiSelectedBotMode = "trading";
 
   function aiPnlClass(v) {
     const n = Number(v);
@@ -3324,9 +3338,64 @@
     requestAnimationFrame(() => requestAnimationFrame(run));
   }
 
-  function renderAiChatRow(role, content, extraClass, attachments) {
+  function updateAiBotTabs(mode) {
+    const m = mode === "general" ? "general" : "trading";
+    aiSelectedBotMode = m;
+    document.querySelectorAll(".ai-bot-tab").forEach((btn) => {
+      const on = (btn.dataset.bot || "trading") === m;
+      btn.classList.toggle("is-active", on);
+      btn.setAttribute("aria-selected", on ? "true" : "false");
+    });
+    const input = document.getElementById("ai-chat-input");
+    if (input) {
+      input.placeholder =
+        m === "general"
+          ? "随便聊点什么，不绑交易数据…"
+          : "聊聊行情、心态、纪律、执行…";
+    }
+  }
+
+  function renderAiChatHistory(sessions) {
+    const list = document.getElementById("ai-chat-history-list");
+    if (!list) return;
+    const items = Array.isArray(sessions) ? sessions : [];
+    if (!items.length) {
+      list.innerHTML = '<p class="ai-placeholder">暂无历史，发送消息后会出现在这里。</p>';
+      return;
+    }
+    list.innerHTML = items
+      .map((s) => {
+        const mode = s.bot_mode === "general" ? "general" : "trading";
+        const badge = mode === "general" ? "普通" : "交易";
+        const badgeCls = mode === "general" ? "" : " trading";
+        const active = s.is_active ? " is-active" : "";
+        const time = esc((s.updated_at || s.created_at || "").slice(0, 16));
+        const title = esc(s.title || "新对话");
+        const preview = esc(s.preview || "（空会话）");
+        const sid = esc(s.id || "");
+        return (
+          `<div class="ai-chat-history-item${active}" role="listitem" data-session-id="${sid}">` +
+          `<div class="ai-chat-history-item-main">` +
+          `<span class="ai-chat-history-item-title">${title}</span>` +
+          `<span class="ai-chat-history-item-preview">${preview}</span>` +
+          `<span class="ai-chat-history-item-meta">` +
+          `<span>${time}</span>` +
+          `<span class="ai-chat-history-badge${badgeCls}">${badge}</span>` +
+          `<span>${Number(s.message_count) || 0} 条</span>` +
+          `</span>` +
+          `</div>` +
+          `<button type="button" class="ai-chat-history-del" title="删除" data-delete-session="${sid}" aria-label="删除">×</button>` +
+          `</div>`
+        );
+      })
+      .join("");
+  }
+
+  function renderAiChatRow(role, content, extraClass, attachments, rowOpts) {
+    const opts = rowOpts || {};
+    const botMode = opts.botMode === "general" ? "general" : "trading";
     const isUser = role === "user";
-    const label = isUser ? "主人" : "AI教练";
+    const label = isUser ? "主人" : botMode === "general" ? "助手" : "交易教练";
     const rowCls = isUser ? "ai-msg-row-user" : "ai-msg-row-coach";
     const bubbleCls = isUser ? "ai-bubble-user" : "ai-bubble-assistant";
     const isThinking = extraClass && String(extraClass).includes("ai-bubble-thinking");
@@ -3342,11 +3411,16 @@
           .map((a) => `<span class="ai-attach-chip">${esc(a.name || "附件")}</span>`)
           .join("")}</div>`
       : "";
+    const canCopy = !isThinking && String(content || "").trim();
+    const copyHtml = canCopy
+      ? `<div class="ai-msg-actions"><button type="button" class="ai-msg-copy-btn" data-msg-idx="${opts.msgIdx != null ? opts.msgIdx : ""}">复制</button></div>`
+      : "";
     return (
       `<div class="ai-msg-row ${rowCls}">` +
       `<span class="ai-msg-role">${label}</span>` +
       `${attHtml}` +
       `<div class="ai-bubble ${bubbleCls}${mdCls}${isError ? " ai-bubble-error" : ""}${extraClass ? " " + extraClass : ""}">${bubbleInner}</div>` +
+      `${copyHtml}` +
       `</div>`
     );
   }
@@ -3357,23 +3431,30 @@
     const title = document.getElementById("ai-chat-title");
     if (!box) return;
     const msgs = (session && session.messages) || [];
+    const botMode = (session && session.bot_mode) || aiSelectedBotMode || "trading";
     if (title) {
-      title.textContent = session && session.title ? `聊天 · ${session.title}` : "聊天";
+      const modeLabel = botMode === "general" ? "普通聊天" : "交易教练";
+      title.textContent =
+        session && session.title ? `${modeLabel} · ${session.title}` : modeLabel;
     }
     const showPlaceholder =
       !msgs.length && !options.pendingUser && !options.thinking;
     if (showPlaceholder) {
-      box.innerHTML =
+      const hint =
-        '<p class="ai-placeholder">主人发消息会立刻出现在右侧；AI教练 会先显示「正在思考…」再回复。可点「附件」上传图片或文档。</p>';
+        botMode === "general"
+          ? "普通聊天不注入交易快照；发消息后可点气泡下方「复制」。"
+          : "交易教练会结合四户监控数据陪聊；发消息后可点气泡下方「复制」。可点「附件」上传图片或文档。";
+      box.innerHTML = `<p class="ai-placeholder">${hint}</p>`;
       return;
     }
     let html = msgs
-      .map((m) =>
+      .map((m, idx) =>
         renderAiChatRow(
           m.role === "user" ? "user" : "assistant",
           m.content || "",
           null,
-          m.attachments
+          m.attachments,
+          { botMode, msgIdx: idx }
         )
       )
       .join("");
@@ -3414,7 +3495,54 @@
     const r = await apiFetch("/api/ai/chat/session");
     const j = await r.json();
     aiChatSessionCache = j.session || null;
+    aiChatSessionsCache = j.sessions || [];
     renderAiChatMessages(aiChatSessionCache);
+    renderAiChatHistory(aiChatSessionsCache);
+    updateAiBotTabs((aiChatSessionCache && aiChatSessionCache.bot_mode) || aiSelectedBotMode);
+  }
+
+  async function switchAiChatSession(sessionId) {
+    if (!sessionId || aiChatLoading) return;
+    try {
+      const r = await apiFetch("/api/ai/chat/switch", {
+        method: "POST",
+        headers: { "Content-Type": "application/json" },
+        body: JSON.stringify({ session_id: sessionId }),
+      });
+      const j = await r.json();
+      if (!r.ok) throw new Error(j.detail || j.msg || "切换失败");
+      aiChatSessionCache = j.session || null;
+      aiChatSessionsCache = j.sessions || [];
+      renderAiChatMessages(aiChatSessionCache);
+      renderAiChatHistory(aiChatSessionsCache);
+      updateAiBotTabs((aiChatSessionCache && aiChatSessionCache.bot_mode) || "trading");
+      applyAiMobileTab("chat");
+      scrollAiChatToEnd();
+    } catch (e) {
+      showToast(String(e), true);
+    }
+  }
+
+  async function deleteAiChatSession(sessionId) {
+    if (!sessionId) return;
+    if (!confirm("确定删除这条聊天历史？")) return;
+    try {
+      const r = await apiFetch(`/api/ai/chat/session/${encodeURIComponent(sessionId)}`, {
+        method: "DELETE",
+      });
+      const j = await r.json();
+      if (!r.ok) throw new Error(j.detail || j.msg || "删除失败");
+      aiChatSessionCache = j.session || null;
+      aiChatSessionsCache = j.sessions || [];
+      renderAiChatMessages(aiChatSessionCache);
+      renderAiChatHistory(aiChatSessionsCache);
+      updateAiBotTabs(
+        (aiChatSessionCache && aiChatSessionCache.bot_mode) || aiSelectedBotMode || "trading"
+      );
+      showToast("已删除");
+    } catch (e) {
+      showToast(String(e), true);
+    }
   }
 
   async function loadAiPage() {
@@ -3460,17 +3588,22 @@
     }
   }
 
-  async function newAiChat() {
+  async function newAiChat(botMode) {
+    const mode = botMode === "general" ? "general" : "trading";
     try {
       const r = await apiFetch("/api/ai/chat/new", {
         method: "POST",
         headers: { "Content-Type": "application/json" },
-        body: JSON.stringify({}),
+        body: JSON.stringify({ bot_mode: mode }),
       });
       const j = await r.json();
       aiChatSessionCache = j.session || null;
+      aiChatSessionsCache = j.sessions || [];
       renderAiChatMessages(aiChatSessionCache);
-      showToast("已开始新对话");
+      renderAiChatHistory(aiChatSessionsCache);
+      updateAiBotTabs(mode);
+      applyAiMobileTab("chat");
+      showToast(mode === "general" ? "已开始普通聊天" : "已开始交易教练对话");
     } catch (e) {
       showToast(String(e), true);
     }
@@ -3501,7 +3634,9 @@
       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 (fileInput) fileInput.value = "";
       if (fileLabel) fileLabel.textContent = "";
       if (j.attachment_warnings && j.attachment_warnings.length) {
@@ -3531,10 +3666,57 @@
   const aiSummaryBtn = document.getElementById("btn-ai-summary");
   if (aiSummaryBtn) aiSummaryBtn.onclick = () => generateAiSummary();
   const aiChatNewBtn = document.getElementById("btn-ai-chat-new");
-  if (aiChatNewBtn) aiChatNewBtn.onclick = () => newAiChat();
+  if (aiChatNewBtn) aiChatNewBtn.onclick = () => newAiChat(aiSelectedBotMode);
   const aiChatForm = document.getElementById("ai-chat-form");
   if (aiChatForm) aiChatForm.addEventListener("submit", sendAiChat);
 
+  function initAiChatInteractions() {
+    const hist = document.getElementById("ai-chat-history-list");
+    if (hist && !hist._aiBound) {
+      hist._aiBound = true;
+      hist.addEventListener("click", (ev) => {
+        const delBtn = ev.target.closest(".ai-chat-history-del");
+        if (delBtn) {
+          ev.stopPropagation();
+          const sid = delBtn.getAttribute("data-delete-session");
+          if (sid) deleteAiChatSession(sid);
+          return;
+        }
+        const item = ev.target.closest(".ai-chat-history-item");
+        if (!item) return;
+        const sid = item.getAttribute("data-session-id");
+        if (sid) switchAiChatSession(sid);
+      });
+    }
+    const box = document.getElementById("ai-chat-messages");
+    if (box && !box._aiCopyBound) {
+      box._aiCopyBound = true;
+      box.addEventListener("click", async (ev) => {
+        const btn = ev.target.closest(".ai-msg-copy-btn");
+        if (!btn) return;
+        const idx = Number(btn.getAttribute("data-msg-idx"));
+        const msgs = (aiChatSessionCache && aiChatSessionCache.messages) || [];
+        const text = msgs[idx] && msgs[idx].content ? String(msgs[idx].content) : "";
+        if (!text) return;
+        try {
+          await navigator.clipboard.writeText(text);
+          showToast("已复制");
+        } catch (_) {
+          showToast("复制失败", true);
+        }
+      });
+    }
+    document.querySelectorAll(".ai-bot-tab").forEach((btn) => {
+      if (btn._aiBotBound) return;
+      btn._aiBotBound = true;
+      btn.addEventListener("click", () => {
+        const mode = btn.getAttribute("data-bot") || "trading";
+        newAiChat(mode);
+      });
+    });
+  }
+  initAiChatInteractions();
+
   initTpslModal();
   initInstanceFrame();
   initFullscreen();

manual_trading_hub/static/dashboard.css

@@ -0,0 +1,434 @@
+/* 数据看板 — 科技感展示 */
+body.hub-page-dashboard {
+  --dash-cyan: #3ee7ff;
+  --dash-mag: #c45bff;
+  --dash-warn: #ff5c7a;
+  --dash-ok: #3dffb0;
+  --dash-panel: rgba(10, 16, 32, 0.82);
+  --dash-border: rgba(62, 231, 255, 0.22);
+}
+
+body.hub-page-dashboard .page#page-dashboard {
+  position: relative;
+  overflow: hidden;
+}
+
+.dash-bg-grid {
+  position: absolute;
+  inset: 0;
+  pointer-events: none;
+  background-image:
+    linear-gradient(rgba(62, 231, 255, 0.04) 1px, transparent 1px),
+    linear-gradient(90deg, rgba(62, 231, 255, 0.04) 1px, transparent 1px);
+  background-size: 48px 48px;
+  mask-image: radial-gradient(ellipse 80% 70% at 50% 20%, #000 20%, transparent 75%);
+}
+
+.dash-bg-glow {
+  position: absolute;
+  width: 520px;
+  height: 520px;
+  border-radius: 50%;
+  filter: blur(90px);
+  opacity: 0.35;
+  pointer-events: none;
+}
+
+.dash-bg-glow-a {
+  top: -120px;
+  left: -80px;
+  background: var(--dash-cyan);
+}
+
+.dash-bg-glow-b {
+  top: 40%;
+  right: -160px;
+  background: var(--dash-mag);
+}
+
+.dash-wrap {
+  position: relative;
+  z-index: 1;
+  display: flex;
+  flex-direction: column;
+  gap: 18px;
+  min-height: calc(100vh - 120px);
+}
+
+.dash-head {
+  display: flex;
+  align-items: flex-end;
+  justify-content: space-between;
+  gap: 16px;
+  flex-wrap: wrap;
+}
+
+.dash-head h1 {
+  font-family: Orbitron, var(--font-sans, system-ui), sans-serif;
+  font-size: clamp(1.35rem, 2.5vw, 1.85rem);
+  font-weight: 700;
+  letter-spacing: 0.06em;
+  margin: 0;
+  background: linear-gradient(90deg, var(--dash-cyan), #8fc8ff 45%, var(--dash-mag));
+  -webkit-background-clip: text;
+  background-clip: text;
+  color: transparent;
+}
+
+.dash-head-tag {
+  display: inline-block;
+  font-family: JetBrains Mono, monospace;
+  font-size: 0.65rem;
+  color: var(--dash-cyan);
+  border: 1px solid var(--dash-border);
+  padding: 2px 8px;
+  border-radius: 4px;
+  margin-right: 10px;
+  vertical-align: middle;
+  letter-spacing: 0.12em;
+}
+
+.dash-head-meta {
+  font-family: JetBrains Mono, monospace;
+  font-size: 0.78rem;
+  color: var(--muted);
+  text-align: right;
+}
+
+.dash-head-meta strong {
+  color: var(--dash-cyan);
+  font-weight: 500;
+}
+
+.dash-pulse-dot {
+  display: inline-block;
+  width: 8px;
+  height: 8px;
+  border-radius: 50%;
+  background: var(--dash-ok);
+  margin-right: 6px;
+  box-shadow: 0 0 10px var(--dash-ok);
+  animation: dash-pulse 2s ease-in-out infinite;
+}
+
+@keyframes dash-pulse {
+  0%,
+  100% {
+    opacity: 1;
+    transform: scale(1);
+  }
+  50% {
+    opacity: 0.55;
+    transform: scale(0.85);
+  }
+}
+
+.dash-kpi-row {
+  display: grid;
+  grid-template-columns: repeat(auto-fit, minmax(160px, 1fr));
+  gap: 12px;
+}
+
+.dash-kpi {
+  position: relative;
+  padding: 16px 18px;
+  border-radius: 12px;
+  background: var(--dash-panel);
+  border: 1px solid var(--dash-border);
+  backdrop-filter: blur(12px);
+  overflow: hidden;
+}
+
+.dash-kpi::before {
+  content: "";
+  position: absolute;
+  top: 0;
+  left: 0;
+  right: 0;
+  height: 2px;
+  background: linear-gradient(90deg, transparent, var(--dash-cyan), transparent);
+  opacity: 0.7;
+}
+
+.dash-kpi-label {
+  font-size: 0.72rem;
+  color: var(--muted);
+  letter-spacing: 0.08em;
+  text-transform: uppercase;
+  margin-bottom: 8px;
+}
+
+.dash-kpi-value {
+  font-family: JetBrains Mono, monospace;
+  font-size: clamp(1.25rem, 2.2vw, 1.65rem);
+  font-weight: 600;
+  line-height: 1.2;
+}
+
+.dash-kpi-value.pos {
+  color: var(--dash-ok);
+  text-shadow: 0 0 18px rgba(61, 255, 176, 0.35);
+}
+
+.dash-kpi-value.neg {
+  color: var(--dash-warn);
+  text-shadow: 0 0 18px rgba(255, 92, 122, 0.35);
+}
+
+.dash-kpi-sub {
+  margin-top: 6px;
+  font-size: 0.72rem;
+  color: #8892b0;
+}
+
+.dash-alert-banner {
+  display: none;
+  align-items: center;
+  gap: 12px;
+  padding: 12px 16px;
+  border-radius: 10px;
+  border: 1px solid rgba(255, 92, 122, 0.45);
+  background: linear-gradient(90deg, rgba(255, 92, 122, 0.12), rgba(196, 91, 255, 0.08));
+  font-size: 0.85rem;
+  animation: dash-alert-glow 2.5s ease-in-out infinite;
+}
+
+.dash-alert-banner.is-on {
+  display: flex;
+}
+
+@keyframes dash-alert-glow {
+  0%,
+  100% {
+    box-shadow: 0 0 0 rgba(255, 92, 122, 0);
+  }
+  50% {
+    box-shadow: 0 0 22px rgba(255, 92, 122, 0.25);
+  }
+}
+
+.dash-alert-banner strong {
+  color: var(--dash-warn);
+  font-family: Orbitron, sans-serif;
+  letter-spacing: 0.04em;
+}
+
+.dash-section {
+  border-radius: 14px;
+  border: 1px solid var(--dash-border);
+  background: var(--dash-panel);
+  backdrop-filter: blur(10px);
+  overflow: hidden;
+}
+
+.dash-section-head {
+  display: flex;
+  align-items: center;
+  justify-content: space-between;
+  padding: 12px 16px;
+  border-bottom: 1px solid rgba(62, 231, 255, 0.12);
+  font-family: Orbitron, sans-serif;
+  font-size: 0.82rem;
+  letter-spacing: 0.1em;
+  color: var(--dash-cyan);
+}
+
+.dash-section-body {
+  padding: 0;
+}
+
+.dash-ac-grid {
+  display: grid;
+  grid-template-columns: repeat(auto-fill, minmax(280px, 1fr));
+  gap: 12px;
+  padding: 14px;
+}
+
+.dash-ac-card {
+  position: relative;
+  padding: 14px 16px;
+  border-radius: 10px;
+  border: 1px solid rgba(136, 146, 176, 0.2);
+  background: rgba(8, 12, 24, 0.65);
+  transition: border-color 0.2s, box-shadow 0.2s;
+}
+
+.dash-ac-card.is-alert {
+  border-color: rgba(255, 92, 122, 0.65);
+  box-shadow:
+    0 0 0 1px rgba(255, 92, 122, 0.2),
+    0 0 28px rgba(255, 92, 122, 0.15);
+  animation: dash-card-alert 3s ease-in-out infinite;
+}
+
+@keyframes dash-card-alert {
+  0%,
+  100% {
+    box-shadow:
+      0 0 0 1px rgba(255, 92, 122, 0.2),
+      0 0 20px rgba(255, 92, 122, 0.1);
+  }
+  50% {
+    box-shadow:
+      0 0 0 1px rgba(255, 92, 122, 0.45),
+      0 0 36px rgba(255, 92, 122, 0.22);
+  }
+}
+
+.dash-ac-card.is-unmon {
+  opacity: 0.55;
+}
+
+.dash-ac-top {
+  display: flex;
+  align-items: flex-start;
+  justify-content: space-between;
+  gap: 8px;
+  margin-bottom: 10px;
+}
+
+.dash-ac-name {
+  font-weight: 600;
+  font-size: 0.92rem;
+  color: #e8eeff;
+}
+
+.dash-ac-badge {
+  font-size: 0.65rem;
+  font-weight: 700;
+  padding: 3px 8px;
+  border-radius: 4px;
+  letter-spacing: 0.06em;
+  white-space: nowrap;
+}
+
+.dash-ac-badge.alert {
+  color: #fff;
+  background: linear-gradient(135deg, #ff5c7a, #c45bff);
+}
+
+.dash-ac-badge.ok {
+  color: var(--dash-cyan);
+  border: 1px solid var(--dash-border);
+}
+
+.dash-ac-metrics {
+  display: grid;
+  grid-template-columns: repeat(2, 1fr);
+  gap: 8px 12px;
+  font-family: JetBrains Mono, monospace;
+  font-size: 0.76rem;
+}
+
+.dash-ac-metric span {
+  display: block;
+  color: #8892b0;
+  font-size: 0.65rem;
+  margin-bottom: 2px;
+}
+
+.dash-ac-metric strong.pos {
+  color: var(--dash-ok);
+}
+
+.dash-ac-metric strong.neg {
+  color: var(--dash-warn);
+}
+
+.dash-loss-bar {
+  margin-top: 10px;
+  height: 4px;
+  border-radius: 2px;
+  background: rgba(255, 255, 255, 0.08);
+  overflow: hidden;
+}
+
+.dash-loss-bar i {
+  display: block;
+  height: 100%;
+  border-radius: 2px;
+  background: linear-gradient(90deg, var(--dash-warn), var(--dash-mag));
+  transition: width 0.6s ease;
+}
+
+.dash-ac-remark {
+  margin-top: 10px;
+  font-size: 0.7rem;
+  color: #8892b0;
+  line-height: 1.4;
+  word-break: break-word;
+}
+
+.dash-table-wrap {
+  overflow: auto;
+  max-height: min(52vh, 480px);
+}
+
+.dash-table {
+  width: 100%;
+  border-collapse: collapse;
+  font-family: JetBrains Mono, monospace;
+  font-size: 0.74rem;
+}
+
+.dash-table th {
+  position: sticky;
+  top: 0;
+  z-index: 1;
+  text-align: left;
+  padding: 10px 12px;
+  background: rgba(12, 18, 36, 0.95);
+  color: var(--dash-cyan);
+  font-weight: 500;
+  letter-spacing: 0.06em;
+  border-bottom: 1px solid var(--dash-border);
+}
+
+.dash-table td {
+  padding: 9px 12px;
+  border-bottom: 1px solid rgba(42, 52, 72, 0.5);
+  color: #c5cde0;
+}
+
+.dash-table tr:hover td {
+  background: rgba(62, 231, 255, 0.04);
+}
+
+.dash-table tr.is-alert-row td {
+  background: rgba(255, 92, 122, 0.08);
+}
+
+.dash-table .pos {
+  color: var(--dash-ok);
+}
+
+.dash-table .neg {
+  color: var(--dash-warn);
+}
+
+.dash-empty {
+  padding: 32px;
+  text-align: center;
+  color: var(--muted);
+  font-size: 0.85rem;
+}
+
+.dash-status {
+  font-family: JetBrains Mono, monospace;
+  font-size: 0.75rem;
+  color: var(--muted);
+}
+
+.dash-status.err {
+  color: var(--dash-warn);
+}
+
+@media (max-width: 720px) {
+  .dash-ac-grid {
+    grid-template-columns: 1fr;
+  }
+  .dash-head-meta {
+    text-align: left;
+    width: 100%;
+  }
+}

manual_trading_hub/static/dashboard.js

@@ -0,0 +1,242 @@
+/**
+ * 中控数据看板：总览 / 分户 / 平仓明细，60s 自动刷新。
+ */
+(function () {
+  const page = document.getElementById("page-dashboard");
+  if (!page) return;
+
+  const POLL_MS = 60 * 1000;
+  let timer = null;
+  let inited = false;
+  let loading = false;
+
+  const elStatus = document.getElementById("dash-status");
+  const elBanner = document.getElementById("dash-alert-banner");
+  const elBannerText = document.getElementById("dash-alert-banner-text");
+  const elKpi = document.getElementById("dash-kpi-row");
+  const elAccounts = document.getElementById("dash-accounts");
+  const elTrades = document.getElementById("dash-trades-body");
+  const elUpdated = document.getElementById("dash-updated-at");
+  const elDay = document.getElementById("dash-trading-day");
+  const btnRefresh = document.getElementById("dash-btn-refresh");
+
+  function fmt(n, d) {
+    if (n == null || n === "" || !Number.isFinite(Number(n))) return "—";
+    return Number(n).toFixed(d == null ? 2 : d);
+  }
+
+  function pnlClass(v) {
+    const n = Number(v);
+    if (!Number.isFinite(n) || Math.abs(n) < 1e-9) return "";
+    return n > 0 ? "pos" : "neg";
+  }
+
+  function pnlSigned(v, digits) {
+    const n = Number(v);
+    if (!Number.isFinite(n)) return "—";
+    const abs = fmt(Math.abs(n), digits);
+    if (Math.abs(n) < 1e-9) return `${abs}U`;
+    return `${n > 0 ? "+" : "-"}${abs}U`;
+  }
+
+  function esc(s) {
+    return String(s == null ? "" : s)
+      .replace(/&/g, "&amp;")
+      .replace(/</g, "&lt;")
+      .replace(/>/g, "&gt;")
+      .replace(/"/g, "&quot;");
+  }
+
+  function setStatus(msg, isErr) {
+    if (!elStatus) return;
+    elStatus.textContent = msg || "";
+    elStatus.className = "dash-status" + (isErr ? " err" : "");
+  }
+
+  function renderKpi(totals) {
+    if (!elKpi || !totals) return;
+    const closed = Number(totals.total_pnl_u);
+    const floating = Number(totals.float_pnl_u);
+    const funding = totals.total_funding_usdt;
+    const trading = totals.total_trading_usdt;
+    elKpi.innerHTML = [
+      kpiCard("交易日", esc(totals.trading_day || "—"), ""),
+      kpiCard("平仓盈亏", pnlSigned(closed, 2), pnlClass(closed)),
+      kpiCard(
+        "平仓笔数",
+        `${totals.closed_count || 0}`,
+        "",
+        `胜 ${totals.win_count || 0} / 负 ${totals.loss_count || 0}`
+      ),
+      kpiCard("浮盈亏", pnlSigned(floating, 2), pnlClass(floating)),
+      kpiCard(
+        "资金合计",
+        funding != null && trading != null
+          ? `${fmt(Number(funding) + Number(trading), 2)}U`
+          : "—",
+        "",
+        `资金 ${fmt(funding, 2)} + 交易 ${fmt(trading, 2)}`
+      ),
+      kpiCard("实盘持仓", `${totals.open_position_count || 0} 仓`, ""),
+    ].join("");
+  }
+
+  function kpiCard(label, value, valCls, sub) {
+    return `<div class="dash-kpi">
+      <div class="dash-kpi-label">${esc(label)}</div>
+      <div class="dash-kpi-value ${valCls || ""}">${value}</div>
+      ${sub ? `<div class="dash-kpi-sub">${esc(sub)}</div>` : ""}
+    </div>`;
+  }
+
+  function renderAccounts(accounts, threshold) {
+    if (!elAccounts) return;
+    const rows = Array.isArray(accounts) ? accounts : [];
+    if (!rows.length) {
+      elAccounts.innerHTML = '<div class="dash-empty">暂无账户数据</div>';
+      return;
+    }
+    elAccounts.innerHTML = rows
+      .map((ac) => {
+        const alert = !!ac.loss_alert;
+        const unmon = !ac.monitored;
+        const pnl = Number(ac.pnl_u);
+        const floatPnl = Number(ac.float_pnl_u);
+        const lossPct = Number(ac.daily_loss_pct);
+        const barW =
+          alert && Number.isFinite(lossPct)
+            ? Math.min(100, (lossPct / Math.max(threshold, 1)) * 100)
+            : 0;
+        const badge = alert
+          ? `<span class="dash-ac-badge alert">单日亏损 ≥${threshold}%</span>`
+          : `<span class="dash-ac-badge ok">${esc(ac.status || "—")}</span>`;
+        const lossBar =
+          alert && barW > 0
+            ? `<div class="dash-loss-bar" title="占资金合计 ${fmt(lossPct, 2)}%"><i style="width:${barW}%"></i></div>`
+            : "";
+        return `<article class="dash-ac-card${alert ? " is-alert" : ""}${unmon ? " is-unmon" : ""}">
+          <div class="dash-ac-top">
+            <div class="dash-ac-name">${esc(ac.name || "—")}</div>
+            ${badge}
+          </div>
+          <div class="dash-ac-metrics">
+            <div class="dash-ac-metric"><span>资金账户</span><strong>${fmt(ac.funding_usdt, 2)}U</strong></div>
+            <div class="dash-ac-metric"><span>交易账户</span><strong>${fmt(ac.trading_usdt, 2)}U</strong></div>
+            <div class="dash-ac-metric"><span>资金合计</span><strong>${fmt(ac.capital_total_usdt, 2)}U</strong></div>
+            <div class="dash-ac-metric"><span>今日盈亏</span><strong class="${pnlClass(pnl)}">${pnlSigned(pnl, 2)}</strong></div>
+            <div class="dash-ac-metric"><span>平仓笔数</span><strong>${Number(ac.closed_count) || 0}</strong></div>
+            <div class="dash-ac-metric"><span>浮盈亏</span><strong class="${pnlClass(floatPnl)}">${pnlSigned(floatPnl, 2)}</strong></div>
+          </div>
+          ${lossBar}
+          <div class="dash-ac-remark">${esc(ac.remark || "—")}</div>
+        </article>`;
+      })
+      .join("");
+  }
+
+  function renderTrades(trades, accounts) {
+    if (!elTrades) return;
+    const rows = Array.isArray(trades) ? trades : [];
+    if (!rows.length) {
+      elTrades.innerHTML = '<div class="dash-empty">今日暂无平仓</div>';
+      return;
+    }
+    const alertNames = new Set(
+      (accounts || []).filter((a) => a.loss_alert).map((a) => String(a.name || ""))
+    );
+    const body = rows
+      .map((t) => {
+        const pnl = Number(t.pnl_amount);
+        const rowAlert = alertNames.has(String(t.account_name || ""));
+        return `<tr class="${rowAlert ? "is-alert-row" : ""}">
+          <td>${esc(t.trading_day || "—")}</td>
+          <td>${esc(t.account_name || "—")}</td>
+          <td>${esc(t.symbol || "—")}</td>
+          <td>${esc(t.direction || "—")}</td>
+          <td>${esc(t.result || "—")}</td>
+          <td class="${pnlClass(pnl)}">${pnlSigned(pnl, 2)}</td>
+          <td>${esc(t.closed_at || "—")}</td>
+        </tr>`;
+      })
+      .join("");
+    elTrades.innerHTML = `<div class="dash-table-wrap"><table class="dash-table">
+      <thead><tr>
+        <th>交易日</th><th>账户</th><th>合约</th><th>方向</th><th>结果</th><th>盈亏</th><th>时间</th>
+      </tr></thead>
+      <tbody>${body}</tbody>
+    </table></div>`;
+  }
+
+  function renderPayload(data) {
+    const totals = data.totals || {};
+    const threshold = Number(data.loss_alert_pct_threshold) || 5;
+    const alertCount = Number(data.loss_alert_count) || 0;
+    if (elDay) elDay.textContent = totals.trading_day || data.trading_day || "—";
+    if (elUpdated) elUpdated.textContent = data.updated_at || "—";
+    renderKpi(totals);
+    renderAccounts(data.accounts, threshold);
+    renderTrades(data.closed_trades, data.accounts);
+    if (elBanner && elBannerText) {
+      if (alertCount > 0) {
+        const names = (data.accounts || [])
+          .filter((a) => a.loss_alert)
+          .map((a) => a.name)
+          .join("、");
+        elBanner.classList.add("is-on");
+        elBannerText.textContent = `${alertCount} 户单日平仓亏损超过资金合计 ${threshold}%：${names}`;
+      } else {
+        elBanner.classList.remove("is-on");
+        elBannerText.textContent = "";
+      }
+    }
+  }
+
+  async function fetchDashboard() {
+    if (loading) return;
+    loading = true;
+    setStatus("同步中…");
+    try {
+      const r = await fetch("/api/dashboard/daily", { credentials: "same-origin" });
+      if (r.status === 401) {
+        location.href = "/login?next=" + encodeURIComponent(location.pathname);
+        return;
+      }
+      const data = await r.json();
+      if (!data.ok) throw new Error(data.detail || data.msg || "加载失败");
+      renderPayload(data);
+      setStatus(`每 ${(data.poll_interval_sec || 60)}s 自动刷新`);
+    } catch (e) {
+      setStatus(String(e.message || e), true);
+    } finally {
+      loading = false;
+    }
+  }
+
+  function startPoll() {
+    stopPoll();
+    void fetchDashboard();
+    timer = setInterval(fetchDashboard, POLL_MS);
+  }
+
+  function stopPoll() {
+    if (timer) {
+      clearInterval(timer);
+      timer = null;
+    }
+  }
+
+  if (btnRefresh) {
+    btnRefresh.addEventListener("click", () => void fetchDashboard());
+  }
+
+  window.hubDashboardPage = {
+    init() {
+      if (!inited) inited = true;
+      startPoll();
+    },
+    destroy() {
+      stopPoll();
+      setStatus("");
+    },
+  };
+})();

manual_trading_hub/static/index.html

@@ -16,6 +16,7 @@
   <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=20260609-hub-funds-fold" />
+  <link rel="stylesheet" href="/assets/dashboard.css?v=20260611-hub-dashboard" />
 </head>
 <body>
   <div class="app-bg" aria-hidden="true"></div>
@@ -48,6 +49,7 @@
           <a href="/monitor" id="nav-monitor">监控区</a>
           <a href="/market" id="nav-market">行情区</a>
           <a href="/archive" id="nav-archive">币种档案</a>
+          <a href="/dashboard" id="nav-dashboard">数据看板</a>
           <a href="/ai" id="nav-ai">AI 教练</a>
           <a href="/settings" id="nav-settings">系统设置</a>
         </nav>
@@ -312,6 +314,39 @@
       </div>
     </div>
 
+    <div id="page-dashboard" class="page hidden">
+      <div class="dash-bg-grid" aria-hidden="true"></div>
+      <div class="dash-bg-glow dash-bg-glow-a" aria-hidden="true"></div>
+      <div class="dash-bg-glow dash-bg-glow-b" aria-hidden="true"></div>
+      <div class="dash-wrap">
+        <div class="dash-head">
+          <div>
+            <h1><span class="dash-head-tag">DASH</span>数据看板</h1>
+            <p class="page-desc">四户当日总览 · 分户明细 · 平仓流水 · 每 60 秒刷新</p>
+          </div>
+          <div class="dash-head-meta">
+            <div><span class="dash-pulse-dot" aria-hidden="true"></span><strong>LIVE</strong> · 交易日 <span id="dash-trading-day">—</span></div>
+            <div>更新 <span id="dash-updated-at">—</span></div>
+            <button type="button" id="dash-btn-refresh" class="ghost" style="margin-top:8px">立即刷新</button>
+          </div>
+        </div>
+        <div id="dash-alert-banner" class="dash-alert-banner" role="alert">
+          <strong>⚠ 风险预警</strong>
+          <span id="dash-alert-banner-text"></span>
+        </div>
+        <div id="dash-kpi-row" class="dash-kpi-row"></div>
+        <section class="dash-section">
+          <div class="dash-section-head">分户明细 · ACCOUNTS</div>
+          <div class="dash-section-body"><div id="dash-accounts" class="dash-ac-grid"></div></div>
+        </section>
+        <section class="dash-section">
+          <div class="dash-section-head">平仓明细 · CLOSED TRADES</div>
+          <div class="dash-section-body" id="dash-trades-body"></div>
+        </section>
+        <p id="dash-status" class="dash-status"></p>
+      </div>
+    </div>
+
     <div id="instance-frame-shell" class="instance-frame-shell hidden" aria-hidden="true">
       <div class="instance-frame-toolbar">
         <button type="button" id="instance-frame-back" class="ghost">← 返回监控</button>
@@ -408,10 +443,11 @@
     <div id="page-ai" class="page hidden">
       <div class="page-head">
         <h1><span class="head-tag">AI</span> 教练</h1>
-        <p class="page-desc">四户今日总结 · 口语化陪聊（单会话，点「新开对话」清空上下文）</p>
+        <p class="page-desc">四户今日总结 · 交易教练 / 普通聊天 · 右侧可回看历史会话</p>
       </div>
       <div class="ai-mobile-tabs" role="tablist" aria-label="AI 教练视图">
         <button type="button" class="ai-mobile-tab is-active" data-ai-tab="chat" role="tab" aria-selected="true">聊天</button>
+        <button type="button" class="ai-mobile-tab" data-ai-tab="history" role="tab" aria-selected="false">历史</button>
         <button type="button" class="ai-mobile-tab" data-ai-tab="summary" role="tab" aria-selected="false">今日总结</button>
       </div>
       <div class="ai-layout" data-ai-mobile-tab="chat">
@@ -428,26 +464,40 @@
           </div>
         </section>
         <section class="ai-panel ai-chat-panel" data-ai-panel="chat">
-          <div class="ai-panel-head">
+          <div class="ai-bot-bar" role="tablist" aria-label="聊天机器人">
-            <h2 id="ai-chat-title">聊天</h2>
+            <button type="button" class="ai-bot-tab is-active" data-bot="trading" role="tab" aria-selected="true">交易教练</button>
-            <div class="ai-panel-actions">
+            <button type="button" class="ai-bot-tab" data-bot="general" role="tab" aria-selected="false">普通聊天</button>
-              <button type="button" id="btn-ai-chat-new" class="primary">新开对话</button>
-            </div>
           </div>
-          <div id="ai-chat-messages" class="ai-panel-scroll ai-chat-messages" aria-live="polite"></div>
+          <div class="ai-chat-split">
-          <form id="ai-chat-form" class="ai-chat-form">
+            <div class="ai-chat-main">
-            <div class="ai-chat-compose">
+              <div class="ai-panel-head">
-              <textarea id="ai-chat-input" rows="2" placeholder="聊聊行情、心态、纪律、执行…" autocomplete="off"></textarea>
+                <h2 id="ai-chat-title">聊天</h2>
-              <div class="ai-chat-compose-actions">
+                <div class="ai-panel-actions">
-                <label class="ai-chat-upload-btn" title="上传图片或 txt/md/json 文档">
+                  <button type="button" id="btn-ai-chat-new" class="primary">新开对话</button>
-                  <input type="file" id="ai-chat-files" accept="image/*,.txt,.md,.markdown,.json" multiple hidden />
+                </div>
-                  附件
-                </label>
-                <span id="ai-chat-files-label" class="ai-chat-files-label"></span>
-                <button type="submit" id="btn-ai-chat-send" class="primary">发送</button>
               </div>
+              <div id="ai-chat-messages" class="ai-panel-scroll ai-chat-messages" aria-live="polite"></div>
+              <form id="ai-chat-form" class="ai-chat-form">
+                <div class="ai-chat-compose">
+                  <textarea id="ai-chat-input" rows="2" placeholder="聊聊行情、心态、纪律、执行…" autocomplete="off"></textarea>
+                  <div class="ai-chat-compose-actions">
+                    <label class="ai-chat-upload-btn" title="上传图片或 txt/md/json 文档">
+                      <input type="file" id="ai-chat-files" accept="image/*,.txt,.md,.markdown,.json" multiple hidden />
+                      附件
+                    </label>
+                    <span id="ai-chat-files-label" class="ai-chat-files-label"></span>
+                    <button type="submit" id="btn-ai-chat-send" class="primary">发送</button>
+                  </div>
+                </div>
+              </form>
             </div>
-          </form>
+            <aside class="ai-chat-history-panel" aria-label="聊天历史">
+              <div class="ai-chat-history-head">
+                <h3>聊天历史</h3>
+              </div>
+              <div id="ai-chat-history-list" class="ai-panel-scroll ai-chat-history-list" role="list"></div>
+            </aside>
+          </div>
         </section>
       </div>
     </div>
@@ -510,7 +560,8 @@
   <script src="/assets/chart.js?v=20260609-market-day-split"></script>
   <script src="/assets/archive.js?v=20260608-hub-archive-history"></script>
   <script src="/assets/funds.js?v=20260609-hub-funds-fold"></script>
+  <script src="/assets/dashboard.js?v=20260611-hub-dashboard"></script>
   <script src="/assets/ai_review_render.js?v=2"></script>
-  <script src="/assets/app.js?v=20260609-hub-funds-ai"></script>
+  <script src="/assets/app.js?v=20260611-hub-dashboard"></script>
 </body>
 </html>