feat(hub): rolling chat summary to cap AI context and prevent mid-session failures

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

manual_trading_hub/hub_ai/archive_quote.py

@@ -3,11 +3,24 @@ from __future__ import annotations
 
 from typing import Any
 
-from hub_ai.chat import _is_ai_error_reply
 from hub_ai.client import generate_text, model_label
-from hub_ai.config import CHAT_MAX_CONTINUATIONS, CHAT_MAX_OUTPUT_TOKENS, CHAT_TEMPERATURE
+from hub_ai.rolling_summary import refresh_session_rolling_summary
+from hub_ai.text_util import clip_text, is_ai_error_reply
+from hub_ai.config import (
+    CHAT_MAX_CONTINUATIONS,
+    CHAT_MAX_OUTPUT_TOKENS,
+    CHAT_TEMPERATURE,
+    CHAT_USER_MESSAGE_MAX_CHARS,
+)
 from hub_ai.prompts import CHAT_SYSTEM, build_archive_quote_review_prompt
-from hub_ai.store import CHAT_BOT_TRADING, append_chat_message, create_new_session, list_chat_sessions
+from hub_ai.store import (
+    CHAT_BOT_TRADING,
+    append_chat_message,
+    create_new_session,
+    delete_chat_session,
+    get_active_session,
+    list_chat_sessions,
+)
 from hub_symbol_archive_lib import list_daily_trades
 
 
@@ -43,7 +56,10 @@ def format_archive_trades_for_ai(payload: dict[str, Any]) -> str:
     if not trades:
         lines.append("（该日无交易记录）")
         return "\n".join(lines)
-    for i, t in enumerate(trades, 1):
+    max_rows = 50
+    if len(trades) > max_rows:
+        lines.append(f"（共 {len(trades)} 笔，以下展示最近 {max_rows} 笔）")
+    for i, t in enumerate(trades[:max_rows], 1):
         ex = str(t.get("exchange_key") or t.get("account_exchange_key") or "—")
         sym = str(t.get("symbol") or "—")
         direction = str(t.get("direction") or "—")
@@ -54,7 +70,7 @@ def format_archive_trades_for_ai(payload: dict[str, Any]) -> str:
         pnl = _fmt_pnl(t.get("pnl_amount"))
         entry = str(t.get("entry_type") or t.get("entry_reason") or t.get("monitor_type") or "—")
         tag = _tag_label(str(t.get("behavior_tag") or ""))
-        note = str(t.get("note") or "").strip()
+        note = clip_text(str(t.get("note") or "").strip(), 80)
         line = (
             f"{i}. {ex} | {sym} | {direction} | 开仓类型 {entry} | "
             f"开 {opened} | 平 {closed} | 持仓 {hold} | 结果 {result} | "
@@ -87,13 +103,12 @@ def send_archive_quote_review(
 
     archive_payload = list_daily_trades(trading_day=day, period="today")
     archive_trades_text = format_archive_trades_for_ai(archive_payload)
-
-    append_chat_message(sid, "user", text)
+    user_for_prompt = clip_text(text, CHAT_USER_MESSAGE_MAX_CHARS)
 
     user_prompt = build_archive_quote_review_prompt(
         quote_date=day,
         archive_trades_text=archive_trades_text,
-        user_message=text,
+        user_message=user_for_prompt,
     )
     reply = generate_text(
         system=CHAT_SYSTEM,
@@ -102,10 +117,20 @@ def send_archive_quote_review(
         max_tokens=CHAT_MAX_OUTPUT_TOKENS,
         max_continuations=CHAT_MAX_CONTINUATIONS,
     )
-    if _is_ai_error_reply(reply):
-        return {"ok": False, "msg": reply, "session_id": sid}
+    if is_ai_error_reply(reply):
+        delete_chat_session(sid)
+        return {"ok": False, "msg": reply}
 
+    append_chat_message(sid, "user", text)
     session = append_chat_message(sid, "assistant", reply)
+    refresh_session_rolling_summary(
+        sid,
+        prior_summary="",
+        user_text=text,
+        assistant_text=reply,
+        bot_mode=CHAT_BOT_TRADING,
+    )
+    session = get_active_session() or session
     return {
         "ok": True,
         "trading_day": day,