feat(hub): enrich AI coach with fund history, closed trades, and chat uploads

- Add 15-day fund snapshot store and /api/hub/account on all instances

- Summary includes yesterday/today trades, fund columns, and section 5 操作建议

- Chat context distinguishes empty positions from local monitors

- Support image/document attachments in AI chat

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

.gitignore

@@ -18,6 +18,7 @@
 manual_trading_hub/hub_settings.json
 manual_trading_hub/hub_ai_summaries.json
 manual_trading_hub/hub_ai_chat.json
+manual_trading_hub/hub_ai_fund_history.json
 manual_trading_hub/data/
 
 # 数据库与上传（运行时生成）

crypto_monitor_binance/app.py

@@ -8145,6 +8145,19 @@ def _hub_meta_bundle():
     }
 
 
+def _hub_account_bundle():
+    funding_capital, trading_capital = get_exchange_capitals(force=True)
+    funding_usdt = round(funding_capital, FUNDS_DECIMALS) if funding_capital is not None else None
+    trading_usdt = round(trading_capital, FUNDS_DECIMALS) if trading_capital is not None else None
+    available = get_available_trading_usdt()
+    return {
+        "funding_usdt": funding_usdt,
+        "trading_usdt": trading_usdt,
+        "available_trading_usdt": round(available, FUNDS_DECIMALS) if available is not None else None,
+        "trading_day": get_trading_day(app_now()),
+    }
+
+
 def _hub_fetch_ohlcv(symbol, timeframe, since_ms=None, limit=500):
     from hub_ohlcv_lib import fetch_ohlcv_for_hub
 
@@ -8178,6 +8191,7 @@ try:
         get_db=get_db,
         row_to_dict=row_to_dict,
         meta_fn=_hub_meta_bundle,
+        account_fn=_hub_account_bundle,
         views={"add_order": add_order, "add_key": add_key},
         ohlcv_fn=_hub_fetch_ohlcv,
     )

crypto_monitor_gate/app.py

@@ -8204,6 +8204,19 @@ def _hub_meta_bundle():
     }
 
 
+def _hub_account_bundle():
+    funding_capital, trading_capital = get_exchange_capitals(force=True)
+    funding_usdt = round(funding_capital, 2) if funding_capital is not None else None
+    trading_usdt = round(trading_capital, 2) if trading_capital is not None else None
+    available = get_available_trading_usdt()
+    return {
+        "funding_usdt": funding_usdt,
+        "trading_usdt": trading_usdt,
+        "available_trading_usdt": round(available, 2) if available is not None else None,
+        "trading_day": get_trading_day(app_now()),
+    }
+
+
 def _hub_fetch_ohlcv(symbol, timeframe, since_ms=None, limit=500):
     from hub_ohlcv_lib import fetch_ohlcv_for_hub
 
@@ -8237,6 +8250,7 @@ try:
         get_db=get_db,
         row_to_dict=row_to_dict,
         meta_fn=_hub_meta_bundle,
+        account_fn=_hub_account_bundle,
         views={"add_order": add_order, "add_key": add_key},
         ohlcv_fn=_hub_fetch_ohlcv,
     )

crypto_monitor_gate_bot/app.py

@@ -8127,6 +8127,19 @@ def _hub_meta_bundle():
     }
 
 
+def _hub_account_bundle():
+    funding_capital, trading_capital = get_exchange_capitals(force=True)
+    funding_usdt = round(funding_capital, 2) if funding_capital is not None else None
+    trading_usdt = round(trading_capital, 2) if trading_capital is not None else None
+    available = get_available_trading_usdt()
+    return {
+        "funding_usdt": funding_usdt,
+        "trading_usdt": trading_usdt,
+        "available_trading_usdt": round(available, 2) if available is not None else None,
+        "trading_day": get_trading_day(app_now()),
+    }
+
+
 def _hub_fetch_ohlcv(symbol, timeframe, since_ms=None, limit=500):
     from hub_ohlcv_lib import fetch_ohlcv_for_hub
 
@@ -8160,6 +8173,7 @@ try:
         get_db=get_db,
         row_to_dict=row_to_dict,
         meta_fn=_hub_meta_bundle,
+        account_fn=_hub_account_bundle,
         views={
             "add_order": add_order,
             "add_key": add_key,

crypto_monitor_okx/app.py

@@ -7828,6 +7828,19 @@ def _hub_meta_bundle():
     }
 
 
+def _hub_account_bundle():
+    funding_capital, trading_capital = get_exchange_capitals(force=True)
+    funding_usdt = round(funding_capital, FUNDS_DECIMALS) if funding_capital is not None else None
+    trading_usdt = round(trading_capital, FUNDS_DECIMALS) if trading_capital is not None else None
+    available = get_available_trading_usdt()
+    return {
+        "funding_usdt": funding_usdt,
+        "trading_usdt": trading_usdt,
+        "available_trading_usdt": round(available, FUNDS_DECIMALS) if available is not None else None,
+        "trading_day": get_trading_day(app_now()),
+    }
+
+
 def _hub_fetch_ohlcv(symbol, timeframe, since_ms=None, limit=500):
     from hub_ohlcv_lib import fetch_ohlcv_for_hub
 
@@ -7861,6 +7874,7 @@ try:
         get_db=get_db,
         row_to_dict=row_to_dict,
         meta_fn=_hub_meta_bundle,
+        account_fn=_hub_account_bundle,
         views={"add_order": add_order, "add_key": add_key},
         ohlcv_fn=_hub_fetch_ohlcv,
     )

hub_bridge.py

@@ -205,6 +205,7 @@ def install_on_app(
     meta_fn,
     views: dict,
     ohlcv_fn=None,
+    account_fn=None,
 ):
     app.config["HUB_CTX"] = {
         "exchange": exchange,
@@ -213,6 +214,7 @@ def install_on_app(
         "get_db": get_db,
         "row_to_dict": row_to_dict,
         "meta_fn": meta_fn,
+        "account_fn": account_fn,
         "views": views,
         "ohlcv_fn": ohlcv_fn,
     }
@@ -338,6 +340,21 @@ def register_hub_routes(app):
         meta = meta_fn() if callable(meta_fn) else {}
         return jsonify({"ok": True, "meta": meta})
 
+    @app.route("/api/hub/account")
+    @_hub_auth_required
+    def api_hub_account():
+        """中控 AI：资金账户 / 交易账户余额（无需浏览器登录）。"""
+        fn = _ctx().get("account_fn")
+        if not callable(fn):
+            return jsonify({"ok": False, "msg": "未配置 account_fn"}), 501
+        try:
+            data = fn()
+            if not isinstance(data, dict):
+                data = {}
+            return jsonify({"ok": True, **data})
+        except Exception as e:
+            return jsonify({"ok": False, "msg": str(e)}), 500
+
     @app.route("/api/hub/monitor")
     @_hub_auth_required
     def api_hub_monitor():

manual_trading_hub/hub_ai/attachments.py

@@ -0,0 +1,101 @@
+"""中控 AI 聊天附件解析。"""
+from __future__ import annotations
+
+import base64
+from typing import Any
+
+from hub_ai.config import (
+    CHAT_MAX_ATTACHMENTS,
+    CHAT_MAX_IMAGE_BYTES,
+    CHAT_MAX_TEXT_FILE_BYTES,
+)
+
+IMAGE_MIMES = {
+    "image/jpeg",
+    "image/jpg",
+    "image/png",
+    "image/webp",
+    "image/gif",
+}
+TEXT_MIMES = {
+    "text/plain",
+    "text/markdown",
+    "application/json",
+}
+
+
+def _guess_mime(filename: str, content_type: str) -> str:
+    ct = (content_type or "").split(";")[0].strip().lower()
+    if ct:
+        return ct
+    name = (filename or "").lower()
+    if name.endswith(".png"):
+        return "image/png"
+    if name.endswith((".jpg", ".jpeg")):
+        return "image/jpeg"
+    if name.endswith(".webp"):
+        return "image/webp"
+    if name.endswith(".gif"):
+        return "image/gif"
+    if name.endswith((".md", ".markdown")):
+        return "text/markdown"
+    if name.endswith(".txt"):
+        return "text/plain"
+    if name.endswith(".json"):
+        return "application/json"
+    return "application/octet-stream"
+
+
+def parse_chat_attachments(raw_files: list[dict[str, Any]]) -> dict[str, Any]:
+    """
+    raw_files: [{filename, content_type, data: bytes}]
+    返回 images_b64, attachment_note, attachment_meta, text_append
+    """
+    images_b64: list[str] = []
+    meta: list[dict] = []
+    notes: list[str] = []
+    text_blocks: list[str] = []
+    errors: list[str] = []
+
+    for item in (raw_files or [])[:CHAT_MAX_ATTACHMENTS]:
+        name = str(item.get("filename") or "file")
+        data = item.get("data") or b""
+        if not isinstance(data, (bytes, bytearray)):
+            errors.append(f"{name}: 无效数据")
+            continue
+        mime = _guess_mime(name, str(item.get("content_type") or ""))
+        size = len(data)
+        if mime in IMAGE_MIMES:
+            if size > CHAT_MAX_IMAGE_BYTES:
+                errors.append(f"{name}: 图片超过 {CHAT_MAX_IMAGE_BYTES // 1024 // 1024}MB")
+                continue
+            images_b64.append(base64.b64encode(bytes(data)).decode("ascii"))
+            meta.append({"name": name, "kind": "image", "mime": mime, "size": size})
+            notes.append(f"图片 {name}")
+            continue
+        if mime in TEXT_MIMES or name.lower().endswith((".txt", ".md", ".markdown", ".json")):
+            if size > CHAT_MAX_TEXT_FILE_BYTES:
+                errors.append(f"{name}: 文本超过 {CHAT_MAX_TEXT_FILE_BYTES // 1024}KB")
+                continue
+            try:
+                text = bytes(data).decode("utf-8")
+            except UnicodeDecodeError:
+                errors.append(f"{name}: 非 UTF-8 文本")
+                continue
+            text_blocks.append(f"--- 附件 {name} ---\n{text.strip()}")
+            meta.append({"name": name, "kind": "text", "mime": mime, "size": size})
+            notes.append(f"文档 {name}")
+            continue
+        errors.append(f"{name}: 不支持的类型（仅图片或 txt/md/json）")
+
+    attachment_note = "；".join(notes) if notes else ""
+    if errors:
+        attachment_note = (attachment_note + "；" if attachment_note else "") + "；".join(errors)
+    text_append = "\n\n".join(text_blocks)
+    return {
+        "images_b64": images_b64,
+        "attachment_note": attachment_note,
+        "attachment_meta": meta,
+        "text_append": text_append,
+        "errors": errors,
+    }

manual_trading_hub/hub_ai/chat.py

@@ -1,11 +1,12 @@
 """中控 AI：单会话聊天（直到用户点击新开）。"""
 from __future__ import annotations
 
-from typing import Any
+from typing import Any, Optional
 
+from hub_ai.attachments import parse_chat_attachments
 from hub_ai.client import generate_text, model_label
 from hub_ai.config import CHAT_MAX_HISTORY_TURNS, CHAT_TEMPERATURE
-from hub_ai.context import build_daily_context, format_chat_context_brief
+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.store import (
     append_chat_message,
@@ -23,7 +24,12 @@ def _history_lines(messages: list[dict], max_turns: int = CHAT_MAX_HISTORY_TURNS
     lines = []
     for m in rows:
         role = "用户" if m.get("role") == "user" else "搭档"
-        lines.append(f"{role}：{m.get('content') or ''}")
+        content = m.get("content") or ""
+        att = m.get("attachments") or []
+        if att:
+            names = "、".join(str(a.get("name") or "附件") for a in att[:3])
+            content = f"{content} [附件: {names}]".strip()
+        lines.append(f"{role}：{content}")
     return "\n".join(lines)
 
 
@@ -47,20 +53,35 @@ def send_chat_message(
     message: str,
     *,
     trading_day: str | None = None,
+    raw_attachments: Optional[list[dict]] = None,
 ) -> dict[str, Any]:
     text = (message or "").strip()
-    if not text:
+    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']}）"
+
     ctx = build_daily_context(exchanges, trading_day=trading_day)
     day = ctx["trading_day"]
     session = ensure_active_session(trading_day=day)
     sid = session["id"]
     history = _history_lines(session.get("messages") or [])
 
-    append_chat_message(sid, "user", text)
+    append_chat_message(
+        sid,
+        "user",
+        user_visible,
+        attachments=parsed.get("attachment_meta") or [],
+    )
 
-    brief_ctx = format_chat_context_brief(ctx)
+    brief_ctx = format_chat_context_for_chat(ctx)
     excerpt = summary_excerpt_for_chat(day)
 
     user_prompt = build_chat_user_prompt(
@@ -68,12 +89,17 @@ def send_chat_message(
         trading_day=day,
         summary_excerpt=excerpt,
         history_lines=history,
-        user_message=text,
+        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"]
+
     reply = generate_text(
         system=CHAT_SYSTEM,
         user=user_prompt,
         temperature=CHAT_TEMPERATURE,
+        images_b64=parsed.get("images_b64") or None,
     )
     if reply.startswith("AI 调用失败"):
         return {"ok": False, "msg": reply, "session_id": sid}
@@ -85,4 +111,5 @@ def send_chat_message(
         "session": session,
         "reply": reply,
         "model": model_label(),
+        "attachment_warnings": parsed.get("errors") or [],
     }

manual_trading_hub/hub_ai/client.py

@@ -3,6 +3,7 @@ from __future__ import annotations
 
 import sys
 from pathlib import Path
+from typing import Optional, Sequence
 
 _REPO_ROOT = Path(__file__).resolve().parents[2]
 if str(_REPO_ROOT) not in sys.path:
@@ -15,6 +16,12 @@ def model_label() -> str:
     return ai_provider_label()
 
 
-def generate_text(*, system: str, user: str, temperature: float) -> str:
+def generate_text(
+    *,
+    system: str,
+    user: str,
+    temperature: float,
+    images_b64: Optional[Sequence[str]] = None,
+) -> str:
     prompt = f"{system.strip()}\n\n---\n\n{user.strip()}"
-    return ai_generate(prompt, temperature=temperature)
+    return ai_generate(prompt, temperature=temperature, images_b64=images_b64)

manual_trading_hub/hub_ai/config.py

@@ -10,6 +10,10 @@ CHAT_TEMPERATURE = 0.5
 CHAT_MAX_HISTORY_TURNS = 20
 SUMMARY_RETENTION_DAYS = 90
 CHAT_SESSION_RETENTION_DAYS = 60
+FUND_HISTORY_DAYS = 15
+CHAT_MAX_ATTACHMENTS = 3
+CHAT_MAX_IMAGE_BYTES = 4 * 1024 * 1024
+CHAT_MAX_TEXT_FILE_BYTES = 200 * 1024
 
 
 def trading_day_reset_hour() -> int:

manual_trading_hub/hub_ai/context.py

@@ -4,11 +4,13 @@ from __future__ import annotations
 import hashlib
 import json
 import os
-from typing import Any, Callable, Optional
+from datetime import datetime, timedelta
+from typing import Any, Optional
 
 import httpx
 
-from hub_ai.config import hub_agent_timeout, hub_flask_timeout, trading_day_reset_hour
+from hub_ai.config import FUND_HISTORY_DAYS, hub_agent_timeout, hub_flask_timeout, trading_day_reset_hour
+from hub_ai.fund_history import format_fund_history_text, get_fund_history, record_fund_snapshot
 from hub_trades_lib import current_trading_day, summarize_trades
 
 
@@ -35,6 +37,42 @@ def _safe_float(v: Any) -> Optional[float]:
         return None
 
 
+def _position_contracts(p: dict) -> float:
+    for key in ("contracts", "contracts_signed", "size"):
+        v = p.get(key)
+        try:
+            if v is not None and v != "":
+                return float(v)
+        except (TypeError, ValueError):
+            continue
+    return 0.0
+
+
+def _filter_open_positions(positions: list) -> list[dict]:
+    out: list[dict] = []
+    for p in positions or []:
+        if not isinstance(p, dict):
+            continue
+        if abs(_position_contracts(p)) < 1e-12:
+            continue
+        out.append(p)
+    return out
+
+
+def _account_open_position_count(ac: dict) -> int:
+    return len(_filter_open_positions(ac.get("positions") or []))
+
+
+def _monitor_counts(ac: dict) -> dict[str, int]:
+    mon = ac.get("monitor_lines") or {}
+    return {
+        "trends": len(mon.get("trends") or []),
+        "rolls": len(mon.get("rolls") or []),
+        "keys": len(mon.get("keys") or []),
+        "orders": len(mon.get("orders") or []),
+    }
+
+
 def _position_float_pnl(pos: dict) -> float:
     for key in ("unrealized_pnl", "unrealizedPnl", "upnl"):
         v = _safe_float(pos.get(key))
@@ -61,17 +99,89 @@ def _collect_open_issues(
         issues.append("Flask 监控连接异常")
     if day_pnl < -0.01:
         issues.append(f"当日平仓亏损 {day_pnl:.2f}U")
-    float_pnl = sum(_position_float_pnl(p) for p in positions if isinstance(p, dict))
+    open_positions = _filter_open_positions(positions)
+    float_pnl = sum(_position_float_pnl(p) for p in open_positions)
     if float_pnl < -0.5:
         issues.append(f"当前浮亏 {float_pnl:.2f}U")
     if isinstance(hub_mon, dict) and hub_mon.get("ok") is not False:
         orders = hub_mon.get("orders") or []
         trends = hub_mon.get("trends") or []
-        if positions and not orders and not trends:
+        if open_positions and not orders and not trends:
             issues.append("交易所有持仓但无本地 active 监控/趋势计划")
     return issues
 
 
+def previous_trading_day(trading_day: str) -> str:
+    day = (trading_day or "").strip()[:10]
+    if not day:
+        return day
+    dt = datetime.strptime(day, "%Y-%m-%d")
+    return (dt - timedelta(days=1)).strftime("%Y-%m-%d")
+
+
+def _fmt_fund(v: Any) -> str:
+    n = _safe_float(v)
+    if n is None:
+        return "未知"
+    return f"{n:.2f}U"
+
+
+def _format_trade_line(t: dict, *, day_label: str = "") -> str:
+    prefix = f"[{day_label}] " if day_label else ""
+    return (
+        f"{prefix}{t.get('symbol')} {t.get('direction')} {t.get('result')} "
+        f"{t.get('pnl_amount')}U @ {t.get('closed_at') or '?'}"
+    )
+
+
+def _monitor_label(item: dict, default: str = "") -> str:
+    for key in ("monitor_type_label", "monitor_type", "entry_reason", "source_label"):
+        val = item.get(key)
+        if val:
+            return str(val)
+    return default
+
+
+def _format_monitor_sections(hub_mon: Optional[dict]) -> dict[str, list[str]]:
+    out = {"trends": [], "orders": [], "keys": [], "rolls": []}
+    if not isinstance(hub_mon, dict) or hub_mon.get("ok") is False:
+        return out
+    for t in hub_mon.get("trends") or []:
+        if not isinstance(t, dict):
+            continue
+        out["trends"].append(
+            f"{t.get('symbol')} {t.get('direction')} "
+            f"SL={t.get('stop_loss')} TP={t.get('take_profit')} "
+            f"补仓区[{t.get('add_lower')}~{t.get('add_upper')}] "
+            f"状态={t.get('status')}"
+        )
+    for o in hub_mon.get("orders") or []:
+        if not isinstance(o, dict):
+            continue
+        label = _monitor_label(o, "下单监控")
+        out["orders"].append(
+            f"{label}: {o.get('symbol')} {o.get('direction')} "
+            f"触发={o.get('trigger_price')} SL={o.get('stop_loss')} TP={o.get('take_profit')} "
+            f"状态={o.get('status')}"
+        )
+    for k in hub_mon.get("keys") or []:
+        if not isinstance(k, dict):
+            continue
+        out["keys"].append(
+            f"关键位: {k.get('symbol')} {k.get('direction')} "
+            f"上={k.get('upper')} 下={k.get('lower')} 类型={k.get('monitor_type')}"
+        )
+    for r in hub_mon.get("rolls") or []:
+        if not isinstance(r, dict):
+            continue
+        out["rolls"].append(
+            f"顺势加仓: {r.get('symbol')} {r.get('direction')} "
+            f"腿数={r.get('leg_count')} SL={r.get('current_stop_loss') or r.get('initial_stop_loss')} "
+            f"状态={r.get('status')}"
+        )
+    return out
+
+
 def _fetch_account_bundle(client: httpx.Client, ex: dict, trading_day: str) -> dict[str, Any]:
     name = ex.get("name") or ex.get("key") or ex.get("id")
     key = ex.get("key") or ""
@@ -89,8 +199,15 @@ def _fetch_account_bundle(client: httpx.Client, ex: dict, trading_day: str) -> d
         "trades": [],
         "trade_stats": summarize_trades([]),
         "positions": [],
+        "open_position_count": 0,
         "float_pnl_u": 0.0,
         "balance_usdt": None,
+        "funding_usdt": None,
+        "trading_usdt": None,
+        "available_trading_usdt": None,
+        "trades_yesterday": [],
+        "trade_stats_yesterday": summarize_trades([]),
+        "monitor_lines": {"trends": [], "orders": [], "keys": [], "rolls": []},
         "issues": [],
         "agent_ok": False,
         "flask_ok": False,
@@ -122,13 +239,30 @@ def _fetch_account_bundle(client: httpx.Client, ex: dict, trading_day: str) -> d
         base["balance_usdt"] = _safe_float(agent_body.get("balance_usdt"))
         positions = agent_body.get("positions") or []
         if isinstance(positions, list):
-            base["positions"] = positions
-            base["float_pnl_u"] = round(
-                sum(_position_float_pnl(p) for p in positions if isinstance(p, dict)), 4
-            )
+            open_positions = _filter_open_positions(positions)
+            base["positions"] = open_positions
+            base["open_position_count"] = len(open_positions)
+            base["float_pnl_u"] = round(sum(_position_float_pnl(p) for p in open_positions), 4)
 
     hub_mon = None
+    prev_day = previous_trading_day(trading_day)
     if flask_url:
+        try:
+            r = client.get(
+                f"{flask_url}/api/hub/account",
+                headers=_hub_headers(),
+                timeout=hub_flask_timeout(),
+            )
+            if r.status_code == 200:
+                acct_body = r.json()
+                if isinstance(acct_body, dict) and acct_body.get("ok"):
+                    base["funding_usdt"] = _safe_float(acct_body.get("funding_usdt"))
+                    base["trading_usdt"] = _safe_float(acct_body.get("trading_usdt"))
+                    base["available_trading_usdt"] = _safe_float(acct_body.get("available_trading_usdt"))
+                    base["flask_ok"] = True
+        except Exception as exc:
+            base["issues"].append(f"资金接口: {exc}")
+
         try:
             r = client.get(
                 f"{flask_url}/api/hub/trades/today",
@@ -145,6 +279,25 @@ def _fetch_account_bundle(client: httpx.Client, ex: dict, trading_day: str) -> d
         except Exception as exc:
             base["issues"].append(f"成交接口: {exc}")
 
+        if prev_day:
+            try:
+                r = client.get(
+                    f"{flask_url}/api/hub/trades/today",
+                    headers=_hub_headers(),
+                    params={"trading_day": prev_day},
+                    timeout=hub_flask_timeout(),
+                )
+                if r.status_code == 200:
+                    y_body = r.json()
+                    if isinstance(y_body, dict) and y_body.get("ok"):
+                        base["trades_yesterday"] = y_body.get("trades") or []
+                        base["trade_stats_yesterday"] = y_body.get("stats") or summarize_trades(
+                            base["trades_yesterday"]
+                        )
+                        base["flask_ok"] = True
+            except Exception as exc:
+                base["issues"].append(f"昨日成交: {exc}")
+
         try:
             r = client.get(
                 f"{flask_url}/api/hub/monitor",
@@ -158,6 +311,7 @@ def _fetch_account_bundle(client: httpx.Client, ex: dict, trading_day: str) -> d
                     base["flask_ok"] = True
                     base["active_orders"] = len(hub_mon.get("orders") or [])
                     base["active_trends"] = len(hub_mon.get("trends") or [])
+                    base["monitor_lines"] = _format_monitor_sections(hub_mon)
         except Exception as exc:
             if "成交接口" not in str(base["issues"]):
                 base["issues"].append(f"监控接口: {exc}")
@@ -198,6 +352,10 @@ def build_daily_context(
     total_closed_pnl = 0.0
     total_closed = total_win = total_loss = 0
     total_float = 0.0
+    total_funding = 0.0
+    total_trading = 0.0
+    total_open_positions = 0
+    funding_known = trading_known = 0
     for ac in accounts:
         if ac.get("status") == "未监控":
             continue
@@ -207,47 +365,128 @@ def build_daily_context(
         total_win += int(st.get("win_count") or 0)
         total_loss += int(st.get("loss_count") or 0)
         total_float += float(ac.get("float_pnl_u") or 0)
+        total_open_positions += int(ac.get("open_position_count") or _account_open_position_count(ac))
+        fu = _safe_float(ac.get("funding_usdt"))
+        tu = _safe_float(ac.get("trading_usdt"))
+        if fu is not None:
+            total_funding += fu
+            funding_known += 1
+        if tu is not None:
+            total_trading += tu
+            trading_known += 1
+    if not funding_known:
+        total_funding = None
+    if not trading_known:
+        total_trading = None
 
     totals = {
         "trading_day": day,
+        "prev_trading_day": previous_trading_day(day),
         "total_pnl_u": round(total_closed_pnl, 4),
         "closed_count": total_closed,
         "win_count": total_win,
         "loss_count": total_loss,
         "float_pnl_u": round(total_float, 4),
+        "open_position_count": total_open_positions,
+        "total_funding_usdt": round(total_funding, 4) if total_funding is not None else None,
+        "total_trading_usdt": round(total_trading, 4) if total_trading is not None else None,
+    }
+    record_fund_snapshot(day, accounts, keep_days=FUND_HISTORY_DAYS)
+    fund_history = get_fund_history(anchor_day=day, keep_days=FUND_HISTORY_DAYS)
+    account_names = {str(ac.get("key") or ac.get("id")): ac.get("name") for ac in accounts}
+    fund_history_text = format_fund_history_text(fund_history, account_names=account_names)
+    payload = {
+        "trading_day": day,
+        "prev_trading_day": previous_trading_day(day),
+        "totals": totals,
+        "accounts": accounts,
+        "fund_history": fund_history,
+        "fund_history_text": fund_history_text,
     }
-    payload = {"trading_day": day, "totals": totals, "accounts": accounts}
     text = format_context_text(payload)
     digest = hashlib.sha256(text.encode("utf-8")).hexdigest()[:16]
-    return {"trading_day": day, "totals": totals, "accounts": accounts, "text": text, "context_hash": digest}
+    return {
+        "trading_day": day,
+        "prev_trading_day": previous_trading_day(day),
+        "totals": totals,
+        "accounts": accounts,
+        "fund_history": fund_history,
+        "fund_history_text": fund_history_text,
+        "text": text,
+        "context_hash": digest,
+    }
 
 
 def format_context_text(payload: dict) -> str:
     lines = []
     totals = payload.get("totals") or {}
+    day = totals.get("trading_day")
+    prev_day = totals.get("prev_trading_day") or previous_trading_day(str(day or ""))
     lines.append(
-        f"【合计】交易日 {totals.get('trading_day')} | "
-        f"平仓盈亏 {totals.get('total_pnl_u')}U | "
+        f"【合计·今日 {day}】平仓盈亏 {totals.get('total_pnl_u')}U | "
         f"笔数 {totals.get('closed_count')}（胜{totals.get('win_count')}/负{totals.get('loss_count')}）| "
-        f"监控户浮盈亏合计 {totals.get('float_pnl_u')}U"
+        f"实盘持仓 {totals.get('open_position_count', 0)} 仓 | "
+        f"浮盈亏 {totals.get('float_pnl_u')}U | "
+        f"资金账户合计 {_fmt_fund(totals.get('total_funding_usdt'))} | "
+        f"交易账户合计 {_fmt_fund(totals.get('total_trading_usdt'))}"
     )
+    lines.append(
+        f"【对比交易日】昨日={prev_day}，今日={day}。"
+        "「持仓」= 交易所 Agent 实盘；「趋势/关键位/监控单/加仓」= 本地计划，不等于已开仓。"
+    )
+    fund_txt = str(payload.get("fund_history_text") or "").strip()
+    if fund_txt:
+        lines.append("")
+        lines.append(fund_txt)
     lines.append("")
     for ac in payload.get("accounts") or []:
         st = ac.get("trade_stats") or {}
+        sty = ac.get("trade_stats_yesterday") or {}
         lines.append(f"--- 账户：{ac.get('name')} ({ac.get('key')}) ---")
         lines.append(f"状态：{ac.get('status')}")
         if ac.get("status") == "未监控":
             lines.append("")
             continue
         lines.append(
-            f"当日平仓：{st.get('closed_count')} 笔，盈亏 {st.get('total_pnl_u')}U "
+            f"资金账户 {_fmt_fund(ac.get('funding_usdt'))} | "
+            f"交易账户 {_fmt_fund(ac.get('trading_usdt'))} | "
+            f"可用 {_fmt_fund(ac.get('available_trading_usdt'))}"
+        )
+        lines.append(
+            f"今日({day})平仓：{st.get('closed_count')} 笔，盈亏 {st.get('total_pnl_u')}U "
             f"（胜{st.get('win_count')}/负{st.get('loss_count')}）"
         )
-        lines.append(f"合约可用余额：{ac.get('balance_usdt') if ac.get('balance_usdt') is not None else '未知'} USDT")
-        lines.append(f"当前持仓浮盈亏：{ac.get('float_pnl_u')}U | 下单监控 {ac.get('active_orders')} | 趋势计划 {ac.get('active_trends')}")
+        lines.append(
+            f"昨日({prev_day})平仓：{sty.get('closed_count')} 笔，盈亏 {sty.get('total_pnl_u')}U "
+            f"（胜{sty.get('win_count')}/负{sty.get('loss_count')}）"
+        )
+        open_n = int(ac.get("open_position_count") or _account_open_position_count(ac))
+        if open_n <= 0:
+            lines.append("当前交易所持仓：无（空仓）")
+        else:
+            lines.append(
+                f"当前交易所持仓：{open_n} 仓 | 浮盈亏合计 {ac.get('float_pnl_u')}U"
+            )
+        mon = ac.get("monitor_lines") or {}
+        if mon.get("trends"):
+            lines.append("趋势回调计划（本地，非持仓）：")
+            for row in mon["trends"][:8]:
+                lines.append(f"  - {row}")
+        if mon.get("rolls"):
+            lines.append("顺势加仓（本地，非持仓）：")
+            for row in mon["rolls"][:8]:
+                lines.append(f"  - {row}")
+        if mon.get("keys"):
+            lines.append("关键位监控（本地，非持仓）：")
+            for row in mon["keys"][:8]:
+                lines.append(f"  - {row}")
+        if mon.get("orders"):
+            lines.append("进行中的下单监控（本地，非持仓）：")
+            for row in mon["orders"][:8]:
+                lines.append(f"  - {row}")
         positions = ac.get("positions") or []
         if positions:
-            lines.append("持仓：")
+            lines.append("持仓明细（交易所实盘）：")
             for p in positions[:8]:
                 if not isinstance(p, dict):
                     continue
@@ -256,14 +495,21 @@ def format_context_text(payload: dict) -> str:
                 contracts = p.get("contracts") or p.get("size") or "?"
                 upnl = _position_float_pnl(p)
                 lines.append(f"  - {sym} {side} 张数{contracts} 浮盈亏{upnl:.4f}U")
-        trades = ac.get("trades") or []
-        if trades:
-            lines.append("当日平仓明细：")
-            for t in trades[:15]:
-                lines.append(
-                    f"  - {t.get('symbol')} {t.get('direction')} {t.get('result')} "
-                    f"{t.get('pnl_amount')}U @ {t.get('closed_at') or '?'}"
-                )
+        lines.append(
+            f"Agent合约余额：{ac.get('balance_usdt') if ac.get('balance_usdt') is not None else '未知'} USDT"
+        )
+        trades_today = ac.get("trades") or []
+        if trades_today:
+            lines.append(f"今日平仓明细：")
+            for t in trades_today[:15]:
+                lines.append(f"  - {_format_trade_line(t)}")
+        trades_y = ac.get("trades_yesterday") or []
+        if trades_y:
+            lines.append(f"昨日平仓明细：")
+            for t in trades_y[:15]:
+                lines.append(f"  - {_format_trade_line(t)}")
+        if not trades_today and not trades_y:
+            lines.append("平仓明细：无")
         issues = ac.get("issues") or []
         if issues:
             lines.append("关注点：" + "；".join(issues))
@@ -272,29 +518,99 @@ def format_context_text(payload: dict) -> str:
 
 
 def format_account_remark(ac: dict) -> str:
-    """分户表格备注：持仓摘要或关注点。"""
+    """分户表格备注：监控摘要 + 持仓。"""
+    parts: list[str] = []
+    mon = ac.get("monitor_lines") or {}
+    if mon.get("trends"):
+        parts.append(f"趋势{len(mon['trends'])}")
+    if mon.get("rolls"):
+        parts.append(f"加仓{len(mon['rolls'])}")
+    if mon.get("keys"):
+        parts.append(f"关键位{len(mon['keys'])}")
+    if mon.get("orders"):
+        parts.append(f"监控单{len(mon['orders'])}")
     positions = ac.get("positions") or []
-    if not positions:
+    if positions:
+        for p in positions[:2]:
+            if not isinstance(p, dict):
+                continue
+            sym = p.get("symbol") or "?"
+            side = p.get("side") or "?"
+            upnl = _position_float_pnl(p)
+            parts.append(f"{sym} {side} 浮{upnl:.2f}U")
+        if len(positions) > 2:
+            parts.append(f"+{len(positions) - 2}仓")
+    if not parts:
         issues = ac.get("issues") or []
         if issues:
             return "；".join(str(x) for x in issues[:2])
         return "无"
-    parts: list[str] = []
-    for p in positions[:3]:
-        if not isinstance(p, dict):
+    return "；".join(parts)
+
+
+def collect_closed_trades_snapshot(accounts: list[dict], *, today: str, yesterday: str) -> list[dict]:
+    rows: list[dict] = []
+    for ac in accounts or []:
+        name = ac.get("name") or ac.get("key")
+        for t in ac.get("trades_yesterday") or []:
+            if not isinstance(t, dict):
+                continue
+            rows.append({**t, "account_name": name, "trading_day": yesterday})
+        for t in ac.get("trades") or []:
+            if not isinstance(t, dict):
+                continue
+            rows.append({**t, "account_name": name, "trading_day": today})
+    rows.sort(key=lambda x: str(x.get("closed_at") or x.get("opened_at") or ""), reverse=True)
+    return rows[:80]
+
+
+def format_chat_position_overview(payload: dict) -> str:
+    totals = payload.get("totals") or {}
+    total_open = int(totals.get("open_position_count") or 0)
+    if total_open <= 0:
+        head = f"【实盘持仓总览】当前空仓（监控户合计 0 仓）。浮盈亏 0U 表示无持仓，不是「有仓但不动」。"
+    else:
+        head = (
+            f"【实盘持仓总览】监控户合计 {total_open} 仓，"
+            f"浮盈亏合计 {totals.get('float_pnl_u')}U。"
+        )
+    lines = [
+        head,
+        "【区分】只有带「持仓明细/交易所实盘」字样的才是已开仓；趋势回调、关键位、下单监控、顺势加仓是本地计划/监控，不算持仓。",
+    ]
+    for ac in payload.get("accounts") or []:
+        if ac.get("status") == "未监控":
             continue
-        sym = p.get("symbol") or "?"
-        side = p.get("side") or "?"
-        contracts = p.get("contracts") if p.get("contracts") is not None else p.get("size")
-        upnl = _position_float_pnl(p)
-        parts.append(f"持仓: {sym} {side} 张数{contracts} 浮盈亏{upnl:.4f}U")
-    if len(positions) > 3:
-        parts.append(f"另有{len(positions) - 3}仓")
-    return "；".join(parts) if parts else "无"
+        n = int(ac.get("open_position_count") or _account_open_position_count(ac))
+        mc = _monitor_counts(ac)
+        mon_parts = []
+        if mc["trends"]:
+            mon_parts.append(f"趋势{mc['trends']}")
+        if mc["rolls"]:
+            mon_parts.append(f"加仓{mc['rolls']}")
+        if mc["keys"]:
+            mon_parts.append(f"关键位{mc['keys']}")
+        if mc["orders"]:
+            mon_parts.append(f"监控单{mc['orders']}")
+        mon_txt = f"；本地监控 {' '.join(mon_parts)}" if mon_parts else ""
+        if n <= 0:
+            lines.append(f"- {ac.get('name')}：空仓{mon_txt}")
+        else:
+            lines.append(
+                f"- {ac.get('name')}：{n}仓 浮盈亏{ac.get('float_pnl_u')}U{mon_txt}"
+            )
+    return "\n".join(lines)
 
 
-def format_chat_context_brief(payload: dict, max_chars: int = 2500) -> str:
-    text = format_context_text(payload)
+def format_chat_context_for_chat(payload: dict, max_chars: int = 5200) -> str:
+    overview = format_chat_position_overview(payload)
+    body = format_context_text(payload)
+    text = overview + "\n\n" + body
     if len(text) <= max_chars:
         return text
-    return text[: max_chars - 3].rstrip() + "..."
+    budget = max(800, max_chars - len(overview) - 4)
+    return overview + "\n\n" + body[:budget].rstrip() + "..."
+
+
+def format_chat_context_brief(payload: dict, max_chars: int = 4500) -> str:
+    return format_chat_context_for_chat(payload, max_chars=max_chars)

manual_trading_hub/hub_ai/fund_history.py

@@ -0,0 +1,109 @@
+"""中控 AI：分户资金快照（保留 15 天，供总结/聊天上下文）。"""
+from __future__ import annotations
+
+import json
+import os
+from datetime import datetime, timedelta
+from pathlib import Path
+from typing import Any, Optional
+
+from hub_ai.config import FUND_HISTORY_DAYS
+
+HUB_DIR = Path(__file__).resolve().parent.parent
+FUND_HISTORY_PATH = HUB_DIR / "hub_ai_fund_history.json"
+
+
+def _now_str() -> str:
+    return datetime.now().strftime("%Y-%m-%d %H:%M:%S")
+
+
+def _atomic_write(path: Path, data: dict) -> None:
+    path.parent.mkdir(parents=True, exist_ok=True)
+    tmp = path.with_suffix(path.suffix + ".tmp")
+    tmp.write_text(json.dumps(data, ensure_ascii=False, indent=2), encoding="utf-8")
+    os.replace(tmp, path)
+
+
+def _load_store() -> dict:
+    if not FUND_HISTORY_PATH.is_file():
+        return {"version": 1, "days": {}}
+    try:
+        loaded = json.loads(FUND_HISTORY_PATH.read_text(encoding="utf-8"))
+        if isinstance(loaded, dict):
+            loaded.setdefault("version", 1)
+            loaded.setdefault("days", {})
+            return loaded
+    except Exception:
+        pass
+    return {"version": 1, "days": {}}
+
+
+def _prune_days(days: dict, *, keep_days: int, anchor_day: str) -> dict:
+    try:
+        anchor = datetime.strptime(anchor_day[:10], "%Y-%m-%d")
+    except ValueError:
+        anchor = datetime.now()
+    cutoff = (anchor - timedelta(days=max(1, keep_days) - 1)).strftime("%Y-%m-%d")
+    out = {k: v for k, v in (days or {}).items() if str(k) >= cutoff}
+    return out
+
+
+def record_fund_snapshot(
+    trading_day: str,
+    accounts: list[dict],
+    *,
+    keep_days: int = FUND_HISTORY_DAYS,
+) -> dict[str, Any]:
+    """写入当日各户资金账户/交易账户余额，并裁剪历史。"""
+    day = (trading_day or "").strip()[:10]
+    if not day:
+        return {}
+    store = _load_store()
+    days = dict(store.get("days") or {})
+    row_accounts: dict[str, dict] = {}
+    for ac in accounts or []:
+        key = str(ac.get("key") or ac.get("id") or "")
+        if not key:
+            continue
+        row_accounts[key] = {
+            "name": ac.get("name"),
+            "funding_usdt": ac.get("funding_usdt"),
+            "trading_usdt": ac.get("trading_usdt"),
+            "recorded_at": _now_str(),
+        }
+    days[day] = {"accounts": row_accounts, "updated_at": _now_str()}
+    days = _prune_days(days, keep_days=keep_days, anchor_day=day)
+    _atomic_write(FUND_HISTORY_PATH, {"version": 1, "days": days})
+    return days
+
+
+def get_fund_history(*, anchor_day: str, keep_days: int = FUND_HISTORY_DAYS) -> dict[str, dict]:
+    store = _load_store()
+    days = _prune_days(
+        dict(store.get("days") or {}),
+        keep_days=keep_days,
+        anchor_day=anchor_day,
+    )
+    return days
+
+
+def format_fund_history_text(history: dict[str, dict], *, account_names: Optional[dict[str, str]] = None) -> str:
+    if not history:
+        return "（暂无资金历史快照）"
+    names = account_names or {}
+    lines = ["【近15日资金快照（资金账户 / 交易账户 USDT）】"]
+    for day in sorted(history.keys()):
+        block = history.get(day) or {}
+        ac_map = block.get("accounts") or {}
+        if not ac_map:
+            continue
+        parts = []
+        for key, ac in ac_map.items():
+            label = names.get(key) or ac.get("name") or key
+            fu = ac.get("funding_usdt")
+            tu = ac.get("trading_usdt")
+            fu_txt = f"{fu}U" if fu is not None else "未知"
+            tu_txt = f"{tu}U" if tu is not None else "未知"
+            parts.append(f"{label}: 资金{fu_txt} / 交易{tu_txt}")
+        lines.append(f"- {day}: " + "；".join(parts))
+    return "\n".join(lines) if len(lines) > 1 else "（暂无资金历史快照）"

manual_trading_hub/hub_ai/prompts.py

@@ -5,27 +5,34 @@ SUMMARY_SYSTEM = """
 
 硬性规则：
 - 只能陈述数据中明确出现的数字与事实；禁止编造成交、止损、扛单、行情预测。
+- 上下文含「昨日+今日」两个交易日的平仓与「近15日资金快照」；须连贯引用，不得只写单日而忽略另一日。
 - 未监控的账户必须标注「未监控」，不得臆测其盈亏。
 - 连接失败或数据缺失的账户如实写明，不要猜测。
-- 不要用安慰、说教、建议口吻（那些属于聊天功能）。
+- 趋势回调计划、顺势加仓、关键位监控、进行中的下单监控：仅据数据列示，无则写「无」。
+- 第1~4节保持客观台账；**第5节操作建议**可基于资金账户/交易账户余额、15日资金变化、仓位与监控单，给出简短、可执行的资金与仓位安排建议（仍禁止预测涨跌、保证收益）。
 - 禁止夸张词（致命、崩溃、灾难等）。
 
 输出格式（Markdown，标题必须一致）：
 **今日交易总结（{trading_day}）**
 
 **1. 总览**
-- **合计盈亏(U)**：…
-- **平仓笔数**：…（胜 / 负 / 平）
-- **当前持仓浮盈亏(U)**：…（仅汇总已监控且有数据的账户）
+- **对比说明**：昨日 vs 今日（交易日日期见数据）
+- **合计盈亏(U)**：今日平仓合计 …
+- **平仓笔数**：今日 …（胜 / 负 / 平）；昨日 …
+- **当前持仓浮盈亏(U)**：…
+- **资金合计**：资金账户 … / 交易账户 …（仅已监控且有数据账户）
 
 **2. 分户明细**
 中控页面会自动渲染分户表格，本节不要输出 pipe 分隔行或 Markdown 表格；可写一句「见下表」或直接留空。
 
 **3. 需关注**
-仅有依据时列出（如：某户当日亏损最大、浮亏偏大、Flask/Agent 异常、有持仓但无本地监控等）；若无则写「无」。
+仅有依据时列出（亏损、浮亏、监控/趋势/关键位异常、资金缺口等）；若无则写「无」。
 
 **4. 数据说明**
-列出数据缺口（某户未启用、接口失败等）。
+列出数据缺口（某户未启用、接口失败、缺15日资金快照等）。
+
+**5. 操作建议**
+基于各户资金账户与交易账户余额、近15日资金走势、持仓与监控单，给出 2~5 条简短建议（如：是否需要从资金账户补充交易账户、哪户风险敞口偏高等）。无依据则写「暂无」。
 """.strip()
 
 
@@ -38,16 +45,19 @@ CHAT_SYSTEM = """
 - 不要「第1点第2点你应该…」；不要「作为你的教练我必须…」。
 - 不预测涨跌，不保证收益，不替用户做决定。
 - 只能依据提供的监控与交易数据说话；看不到的就说「我这边看不到，你可以去 xx 实例页确认」。
-
-若附带「今日总结摘要」，可自然引用，但保持口语，不要复读整份报告。
+- **持仓判定**：只有快照里「实盘持仓总览 / 持仓明细 / 交易所实盘」才算已开仓；「空仓 / 0 仓」就是没仓位。浮盈亏 0U 且空仓时，不要说「还有仓」「卡着不动」。
+- **监控单 ≠ 持仓**：趋势回调、关键位、顺势加仓、下单监控是本地计划或挂单监控，用户说已平仓时，即使还有这些监控，也不要当成手里还有仓。
+- 用户口述与快照冲突时，以快照为准并口语说明「我这边看到是空仓/有N仓」。
+- 若附带「今日总结摘要」，那是较早生成的缓存，**实盘持仓以【当前多账户快照】里的「实盘持仓总览」为准**，摘要里若提到持仓可能已过时。
+- 若用户上传图片，可结合图中可见信息讨论，看不清的明确说看不清。
 """.strip()
 
 
 def build_summary_user_prompt(context_text: str, trading_day: str) -> str:
     return f"""
-交易日：{trading_day}
+交易日（今日）：{trading_day}
 
-以下为中控聚合的多账户数据（含未监控账户标记）：
+以下为中控聚合的多账户数据（含昨日+今日平仓、近15日资金快照、趋势回调/顺势加仓/关键位/监控单）：
 
 {context_text}
 """.strip()
@@ -60,15 +70,21 @@ def build_chat_user_prompt(
     summary_excerpt: str,
     history_lines: str,
     user_message: str,
+    attachment_note: str = "",
 ) -> str:
     parts = [
         f"【交易日】{trading_day}",
-        "【当前多账户快照】",
+        "【当前多账户快照（含实盘持仓与本地监控，发送时已刷新）】",
         context_text.strip() or "（无监控数据）",
     ]
     if summary_excerpt.strip():
-        parts.extend(["【今日总结摘要（供参考）】", summary_excerpt.strip()])
+        parts.extend([
+            "【今日总结摘要（可能滞后，持仓以快照「实盘持仓总览」为准）】",
+            summary_excerpt.strip(),
+        ])
     if history_lines.strip():
         parts.extend(["【此前对话】", 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】", user_message.strip()])
     return "\n\n".join(parts)

manual_trading_hub/hub_ai/routes.py

@@ -3,7 +3,7 @@ from __future__ import annotations
 
 from typing import Callable
 
-from fastapi import APIRouter, HTTPException
+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
@@ -94,12 +94,29 @@ def create_hub_ai_router(*, load_all_exchanges: Callable[[], list]) -> APIRouter
         return start_new_chat(trading_day=day)
 
     @router.post("/chat/send")
-    def api_ai_chat_send(body: ChatSendBody):
+    async def api_ai_chat_send(
+        message: str = Form(""),
+        trading_day: str = Form(""),
+        files: list[UploadFile] = File(default=[]),
+    ):
         exchanges = load_all_exchanges()
+        raw_attachments = []
+        for f in files or []:
+            if not f or not f.filename:
+                continue
+            data = await f.read()
+            raw_attachments.append(
+                {
+                    "filename": f.filename,
+                    "content_type": f.content_type or "",
+                    "data": data,
+                }
+            )
         result = send_chat_message(
             exchanges,
-            body.message,
-            trading_day=_day(body.trading_day) if body.trading_day.strip() else None,
+            message,
+            trading_day=_day(trading_day) if trading_day.strip() else None,
+            raw_attachments=raw_attachments,
         )
         if not result.get("ok"):
             raise HTTPException(status_code=502, detail=result.get("msg") or "发送失败")

manual_trading_hub/hub_ai/store.py

@@ -163,7 +163,13 @@ def ensure_active_session(*, trading_day: str) -> dict:
     return create_new_session(trading_day=trading_day)
 
 
-def append_chat_message(session_id: str, role: str, content: str) -> dict:
+def append_chat_message(
+    session_id: str,
+    role: str,
+    content: str,
+    *,
+    attachments: Optional[list] = None,
+) -> dict:
     store = load_chat_store()
     sessions = store.get("sessions") or []
     target = None
@@ -174,6 +180,8 @@ def append_chat_message(session_id: str, role: str, content: str) -> dict:
     if not target:
         raise KeyError("session_not_found")
     msg = {"role": role, "content": content.strip(), "at": _now_str()}
+    if attachments:
+        msg["attachments"] = list(attachments)
     target.setdefault("messages", []).append(msg)
     target["updated_at"] = _now_str()
     if role == "user" and (target.get("title") in (None, "", "新对话")):

manual_trading_hub/hub_ai/summary.py

@@ -4,11 +4,46 @@ from __future__ import annotations
 from typing import Any
 
 from hub_ai.client import generate_text, model_label
-from hub_ai.context import build_daily_context, format_account_remark
+from hub_ai.context import (
+    build_daily_context,
+    collect_closed_trades_snapshot,
+    format_account_remark,
+)
 from hub_ai.prompts import SUMMARY_SYSTEM, build_summary_user_prompt
 from hub_ai.store import append_summary, get_latest_summary, list_summaries
 
 
+def _stats_snapshot_from_ctx(ctx: dict) -> dict:
+    day = ctx.get("trading_day")
+    prev = ctx.get("prev_trading_day")
+    accounts = ctx.get("accounts") or []
+    return {
+        "totals": ctx.get("totals"),
+        "prev_trading_day": prev,
+        "fund_history": ctx.get("fund_history"),
+        "closed_trades": collect_closed_trades_snapshot(accounts, today=day, yesterday=prev),
+        "by_account": {
+            str(ac.get("key") or ac.get("id")): {
+                "key": ac.get("key"),
+                "name": ac.get("name"),
+                "status": ac.get("status"),
+                "funding_usdt": ac.get("funding_usdt"),
+                "trading_usdt": ac.get("trading_usdt"),
+                "available_trading_usdt": ac.get("available_trading_usdt"),
+                "pnl_u": (ac.get("trade_stats") or {}).get("total_pnl_u"),
+                "pnl_u_yesterday": (ac.get("trade_stats_yesterday") or {}).get("total_pnl_u"),
+                "closed_count": (ac.get("trade_stats") or {}).get("closed_count"),
+                "closed_count_yesterday": (ac.get("trade_stats_yesterday") or {}).get("closed_count"),
+                "float_pnl_u": ac.get("float_pnl_u"),
+                "remark": format_account_remark(ac),
+                "monitor_lines": ac.get("monitor_lines") or {},
+                "issues": ac.get("issues") or [],
+            }
+            for ac in accounts
+        },
+    }
+
+
 def generate_daily_summary(
     exchanges: list[dict],
     *,
@@ -34,22 +69,7 @@ def generate_daily_summary(
     if content.startswith("AI 调用失败"):
         return {"ok": False, "msg": content, "trading_day": day}
 
-    stats_snapshot = {
-        "totals": ctx.get("totals"),
-        "by_account": {
-            str(ac.get("key") or ac.get("id")): {
-                "key": ac.get("key"),
-                "name": ac.get("name"),
-                "status": ac.get("status"),
-                "pnl_u": (ac.get("trade_stats") or {}).get("total_pnl_u"),
-                "closed_count": (ac.get("trade_stats") or {}).get("closed_count"),
-                "float_pnl_u": ac.get("float_pnl_u"),
-                "remark": format_account_remark(ac),
-                "issues": ac.get("issues") or [],
-            }
-            for ac in ctx.get("accounts") or []
-        },
-    }
+    stats_snapshot = _stats_snapshot_from_ctx(ctx)
     row = append_summary(
         trading_day=day,
         content_md=content,

manual_trading_hub/static/app.css

@@ -3719,15 +3719,73 @@ body.hub-page-ai #page-ai {
     opacity: 1;
   }
 }
+.ai-closed-trades-wrap {
+  margin: 0 0 12px;
+}
+.ai-closed-trades-title {
+  margin: 0 0 6px;
+  font-size: 0.82rem;
+  font-weight: 600;
+  color: var(--accent-2, var(--accent));
+}
+.ai-msg-attachments {
+  display: flex;
+  flex-wrap: wrap;
+  gap: 6px;
+  padding: 0 4px;
+}
+.ai-attach-chip {
+  display: inline-flex;
+  align-items: center;
+  padding: 2px 8px;
+  border-radius: 999px;
+  font-size: 0.72rem;
+  color: var(--muted);
+  background: var(--inset-surface);
+  border: 1px solid var(--border-soft);
+}
 .ai-chat-form {
-  display: grid;
-  grid-template-columns: 1fr auto;
-  gap: 8px;
-  align-items: end;
   flex-shrink: 0;
   padding-top: 4px;
   border-top: 1px solid var(--border-soft);
 }
+.ai-chat-compose {
+  display: flex;
+  flex-direction: column;
+  gap: 8px;
+}
+.ai-chat-compose-actions {
+  display: flex;
+  align-items: center;
+  gap: 8px;
+  justify-content: flex-end;
+}
+.ai-chat-upload-btn {
+  display: inline-flex;
+  align-items: center;
+  justify-content: center;
+  min-height: 36px;
+  padding: 0 12px;
+  border-radius: 8px;
+  border: 1px solid var(--border-soft);
+  background: var(--inset-surface);
+  color: var(--text);
+  font-size: 0.82rem;
+  cursor: pointer;
+}
+.ai-chat-upload-btn:hover {
+  border-color: var(--accent);
+  color: var(--accent);
+}
+.ai-chat-files-label {
+  flex: 1;
+  min-width: 0;
+  font-size: 0.72rem;
+  color: var(--muted);
+  overflow: hidden;
+  text-overflow: ellipsis;
+  white-space: nowrap;
+}
 .ai-chat-form textarea {
   width: 100%;
   resize: none;

manual_trading_hub/static/app.js

@@ -2978,9 +2978,16 @@
     out = out.replace(/\*\*2\.\s*(?:👥\s*)?分户明细\*\*/g, "## 2. 👥 分户明细");
     out = out.replace(/\*\*3\.\s*(?:⚠️\s*)?需关注\*\*/g, "## 3. ⚠️ 需关注");
     out = out.replace(/\*\*4\.\s*(?:ℹ️\s*)?数据说明\*\*/g, "## 4. ℹ️ 数据说明");
+    out = out.replace(/\*\*5\.\s*(?:💡\s*)?操作建议\*\*/g, "## 5. 💡 操作建议");
     return out;
   }
 
+  function aiFmtFund(v) {
+    const n = Number(v);
+    if (!Number.isFinite(n)) return "—";
+    return `${fmt(n, 2)}U`;
+  }
+
   function aiPnlCellHtml(v, digits) {
     const cls = aiPnlClass(v);
     const valCls = cls ? ` ai-stat-val ${cls}` : " ai-stat-val";
@@ -3002,7 +3009,7 @@
     if (!rows.length) return "";
     const head =
       "<thead><tr>" +
-      "<th>账户</th><th>状态</th><th>平仓盈亏</th><th>笔数</th><th>浮盈亏</th><th>备注</th>" +
+      "<th>账户</th><th>状态</th><th>资金账户</th><th>交易账户</th><th>今日盈亏</th><th>笔数</th><th>浮盈亏</th><th>备注</th>" +
       "</tr></thead>";
     const body = rows
       .map((ac) => {
@@ -3012,12 +3019,15 @@
           ac.remark ||
           (Array.isArray(ac.issues) && ac.issues.length ? ac.issues.join("；") : "无");
         const statusCls = aiAccountStatusClass(ac.status);
+        const countLabel = `${Number(ac.closed_count) || 0}${Number(ac.closed_count_yesterday) ? ` / 昨${Number(ac.closed_count_yesterday)}` : ""}`;
         return (
           "<tr>" +
           `<td class="ai-ac-name">${esc(ac.name || "—")}</td>` +
           `<td class="${statusCls}">${esc(ac.status || "—")}</td>` +
+          `<td>${aiFmtFund(ac.funding_usdt)}</td>` +
+          `<td>${aiFmtFund(ac.trading_usdt)}</td>` +
           `<td>${aiPnlCellHtml(closedPnl, 2)}</td>` +
-          `<td>${Number(ac.closed_count) || 0}</td>` +
+          `<td>${countLabel}</td>` +
           `<td>${aiPnlCellHtml(floatPnl, 2)}</td>` +
           `<td class="ai-ac-remark">${esc(remark)}</td>` +
           "</tr>"
@@ -3027,6 +3037,35 @@
     return `<div class="ai-ac-table-wrap"><table class="ai-ac-table">${head}<tbody>${body}</tbody></table></div>`;
   }
 
+  function renderAiClosedTradesBlock(snapshot) {
+    const rows = (snapshot && snapshot.closed_trades) || [];
+    if (!rows.length) return "";
+    const head =
+      "<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>";
+    const body = rows
+      .map((t) => {
+        const pnl = Number(t.pnl_amount);
+        return (
+          "<tr>" +
+          `<td>${esc(t.trading_day || "—")}</td>` +
+          `<td>${esc(t.account_name || "—")}</td>` +
+          `<td>${esc(t.symbol || "—")}</td>` +
+          `<td>${esc(t.direction || "—")}</td>` +
+          `<td>${esc(t.result || "—")}</td>` +
+          `<td>${aiPnlCellHtml(pnl, 2)}</td>` +
+          `<td class="ai-ac-remark">${esc(t.closed_at || "—")}</td>` +
+          "</tr>"
+        );
+      })
+      .join("");
+    return (
+      `<div class="ai-closed-trades-wrap">` +
+      `<h4 class="ai-closed-trades-title">平仓明细（昨日 + 今日）</h4>` +
+      `<div class="ai-ac-table-wrap"><table class="ai-ac-table ai-closed-trades-table">${head}<tbody>${body}</tbody></table></div>` +
+      `</div>`
+    );
+  }
+
   function renderAiSummaryBody(contentMd, snapshot) {
     const md = enhanceHubSummaryMarkdown(contentMd);
     const sec2 = /##\s*2\.\s*👥\s*分户明细/;
@@ -3034,13 +3073,14 @@
     const i2 = md.search(sec2);
     const i3 = md.search(sec3);
     const tableHtml = renderAiAccountTable(snapshot);
+    const closedHtml = renderAiClosedTradesBlock(snapshot);
     if (i2 >= 0 && i3 > i2 && tableHtml) {
       const headEnd = i2 + md.slice(i2).match(sec2)[0].length;
       const part1 = md.slice(0, headEnd);
       const part2 = md.slice(i3);
-      return renderHubMarkdown(part1) + tableHtml + renderHubMarkdown(part2);
+      return renderHubMarkdown(part1) + tableHtml + closedHtml + renderHubMarkdown(part2);
     }
-    return renderHubMarkdown(md) + (tableHtml ? tableHtml : "");
+    return renderHubMarkdown(md) + (tableHtml ? tableHtml + closedHtml : "");
   }
 
   function setAiSummaryMarkdown(body, contentMd, snapshot) {
@@ -3075,7 +3115,7 @@
     ].join("");
   }
 
-  function renderAiChatRow(role, content, extraClass) {
+  function renderAiChatRow(role, content, extraClass, attachments) {
     const isUser = role === "user";
     const label = isUser ? "主人" : "AI教练";
     const rowCls = isUser ? "ai-msg-row-user" : "ai-msg-row-coach";
@@ -3083,9 +3123,16 @@
     const isThinking = extraClass && String(extraClass).includes("ai-bubble-thinking");
     const bubbleInner = isUser || isThinking ? esc(content || "") : renderHubMarkdown(content || "");
     const mdCls = !isUser && !isThinking ? " ai-result-md" : "";
+    const attList = Array.isArray(attachments) ? attachments : [];
+    const attHtml = attList.length
+      ? `<div class="ai-msg-attachments">${attList
+          .map((a) => `<span class="ai-attach-chip">${esc(a.name || "附件")}</span>`)
+          .join("")}</div>`
+      : "";
     return (
       `<div class="ai-msg-row ${rowCls}">` +
       `<span class="ai-msg-role">${label}</span>` +
+      `${attHtml}` +
       `<div class="ai-bubble ${bubbleCls}${mdCls}${extraClass ? " " + extraClass : ""}">${bubbleInner}</div>` +
       `</div>`
     );
@@ -3104,14 +3151,21 @@
       !msgs.length && !options.pendingUser && !options.thinking;
     if (showPlaceholder) {
       box.innerHTML =
-        '<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。</p>';
+        '<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>';
       return;
     }
     let html = msgs
-      .map((m) => renderAiChatRow(m.role === "user" ? "user" : "assistant", m.content || ""))
+      .map((m) =>
+        renderAiChatRow(
+          m.role === "user" ? "user" : "assistant",
+          m.content || "",
+          null,
+          m.attachments
+        )
+      )
       .join("");
     if (options.pendingUser) {
-      html += renderAiChatRow("user", options.pendingUser);
+      html += renderAiChatRow("user", options.pendingUser, null, options.pendingAttachments);
     }
     if (options.thinking) {
       html += renderAiChatRow("assistant", "正在思考…", "ai-bubble-thinking");
@@ -3206,21 +3260,33 @@
     if (ev) ev.preventDefault();
     if (aiChatLoading) return;
     const input = document.getElementById("ai-chat-input");
+    const fileInput = document.getElementById("ai-chat-files");
+    const fileLabel = document.getElementById("ai-chat-files-label");
     const text = (input && input.value || "").trim();
-    if (!text) return;
+    const files = fileInput && fileInput.files ? Array.from(fileInput.files) : [];
+    if (!text && !files.length) return;
+    const pendingAttachments = files.map((f) => ({ name: f.name, kind: f.type.startsWith("image/") ? "image" : "text" }));
     if (input) input.value = "";
     setAiChatBusy(true);
-    renderAiChatMessages(aiChatSessionCache, { pendingUser: text, thinking: true });
+    renderAiChatMessages(aiChatSessionCache, {
+      pendingUser: text || (files.length ? `（上传 ${files.length} 个附件）` : ""),
+      pendingAttachments,
+      thinking: true,
+    });
     try {
-      const r = await apiFetch("/api/ai/chat/send", {
-        method: "POST",
-        headers: { "Content-Type": "application/json" },
-        body: JSON.stringify({ message: text }),
-      });
+      const fd = new FormData();
+      fd.append("message", text);
+      files.forEach((f) => fd.append("files", f, f.name));
+      const r = await apiFetch("/api/ai/chat/send", { method: "POST", body: fd });
       const j = await r.json();
       if (!r.ok) throw new Error(j.detail || j.msg || "发送失败");
       aiChatSessionCache = j.session || null;
       renderAiChatMessages(aiChatSessionCache);
+      if (fileInput) fileInput.value = "";
+      if (fileLabel) fileLabel.textContent = "";
+      if (j.attachment_warnings && j.attachment_warnings.length) {
+        showToast(j.attachment_warnings.join("；"), true);
+      }
     } catch (e) {
       showToast(String(e), true);
       renderAiChatMessages(aiChatSessionCache);
@@ -3229,6 +3295,15 @@
     }
   }
 
+  const aiChatFiles = document.getElementById("ai-chat-files");
+  const aiChatFilesLabel = document.getElementById("ai-chat-files-label");
+  if (aiChatFiles && aiChatFilesLabel) {
+    aiChatFiles.addEventListener("change", () => {
+      const names = aiChatFiles.files ? Array.from(aiChatFiles.files).map((f) => f.name) : [];
+      aiChatFilesLabel.textContent = names.length ? names.join("、") : "";
+    });
+  }
+
   const aiSummaryBtn = document.getElementById("btn-ai-summary");
   if (aiSummaryBtn) aiSummaryBtn.onclick = () => generateAiSummary();
   const aiChatNewBtn = document.getElementById("btn-ai-chat-new");

manual_trading_hub/static/index.html

@@ -231,8 +231,17 @@
           </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">
-            <textarea id="ai-chat-input" rows="2" placeholder="聊聊行情、心态、纪律、执行…" autocomplete="off"></textarea>
-            <button type="submit" id="btn-ai-chat-send" class="primary">发送</button>
+            <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>
         </section>
       </div>
@@ -286,6 +295,6 @@
   <script src="https://unpkg.com/lightweight-charts@4.2.0/dist/lightweight-charts.standalone.production.js"></script>
   <script src="/assets/chart.js?v=20260604-upnl-contracts"></script>
   <script src="/assets/ai_review_render.js?v=2"></script>
-  <script src="/assets/app.js?v=20260606-hub-ai-ui"></script>
+  <script src="/assets/app.js?v=20260607-hub-ai-v2"></script>
 </body>
 </html>