Feed options positions and playbook brief into trading coach.

Coach context previously omitted options_snapshot details; also inject a short 执行手册 summary each turn. Co-authored-by: Cursor <cursoragent@cursor.com>
2026-07-22 23:28:16 +08:00
parent eb0eddbc9d
commit 58e9c8f85e
6 changed files with 258 additions and 11 deletions
@@ -0,0 +1,97 @@
+"""hub_ai:期权持仓进教练上下文 + 执行手册摘要."""
+from __future__ import annotations
+
+import unittest
+
+from hub_ai.context import (
+    format_chat_context_for_chat,
+    format_chat_context_slim,
+    format_chat_position_overview,
+)
+from hub_ai.playbook_brief import format_playbook_brief_for_chat
+from hub_ai.prompts import build_chat_user_prompt
+
+
+def _sample_payload():
+    return {
+        "totals": {
+            "trading_day": "2026-07-22",
+            "total_pnl_u": 0,
+            "closed_count": 0,
+            "win_count": 0,
+            "loss_count": 0,
+            "float_pnl_u": 1.25,
+            "open_position_count": 1,
+            "options_open_position_count": 1,
+            "perpetual_open_position_count": 0,
+        },
+        "accounts": [
+            {
+                "name": "OKX_趋势",
+                "key": "okx",
+                "status": "已监控",
+                "open_position_count": 1,
+                "options_open_position_count": 1,
+                "float_pnl_u": 1.25,
+                "funding_usdt": 100,
+                "trading_usdt": 50,
+                "trade_stats": {"total_pnl_u": 0, "closed_count": 0, "win_count": 0, "loss_count": 0},
+                "positions": [],
+                "trades": [],
+                "monitor_lines": {},
+                "options_snapshot": {
+                    "ok": True,
+                    "enabled": True,
+                    "positions": [
+                        {
+                            "inst_id": "ETH-USD-260723-3500-C",
+                            "opt_type": "C",
+                            "pos": 1,
+                            "premium_paid": 8.5,
+                            "source_label": "纯期权",
+                            "source": "option",
+                            "upl": 1.25,
+                            "target_monitor_text": "目标 3600",
+                        }
+                    ],
+                },
+            }
+        ],
+    }
+
+
+class HubAiOptionsPlaybookTests(unittest.TestCase):
+    def test_chat_slim_includes_options_line(self):
+        text = format_chat_context_slim(_sample_payload())
+        self.assertIn("期权 ETH-USD-260723-3500-C Call", text)
+        self.assertIn("永续0/期权1", text)
+        self.assertIn("权利金8.5U", text)
+
+    def test_overview_lists_options(self):
+        text = format_chat_position_overview(_sample_payload())
+        self.assertIn("期权1", text)
+        self.assertIn("ETH-USD-260723-3500-C", text)
+
+    def test_chat_bundle_keeps_options(self):
+        text = format_chat_context_for_chat(_sample_payload(), max_chars=8000)
+        self.assertIn("ETH-USD-260723-3500-C", text)
+        self.assertIn("期权", text)
+
+    def test_playbook_brief_injected(self):
+        brief = format_playbook_brief_for_chat()
+        self.assertIn("执行手册", brief)
+        self.assertIn("OKX", brief)
+        self.assertIn("不手动平仓", brief)
+        prompt = build_chat_user_prompt(
+            context_text="快照",
+            trading_day="2026-07-22",
+            summary_excerpt="",
+            user_message="今天怎么样",
+            playbook_brief=brief,
+        )
+        self.assertIn("用户策略执行手册", prompt)
+        self.assertIn("不手动平仓", prompt)
+
+
+if __name__ == "__main__":
+    unittest.main()