feat: add hub strategy docs page with MD and checklists
Central /strategy page shows per-exchange strategy markdown and read-only entry checklists; nav toggle in settings, print and HTML export per tab. Co-authored-by: Cursor <cursoragent@cursor.com>
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"""中控「策略说明」:读取 docs/strategy MD + checklists JSON。"""
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from __future__ import annotations
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import json
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import re
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from datetime import datetime, timezone
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from pathlib import Path
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from typing import Any
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from lib.paths import REPO_ROOT
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STRATEGY_EXCHANGES: tuple[str, ...] = ("binance", "okx", "gate")
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STRATEGY_META: dict[str, dict[str, str]] = {
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"binance": {
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"label": "币安",
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"title": "币安·山寨多头趋势",
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"md_file": "binance-alt-trend-long.md",
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},
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"okx": {
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"label": "OKX",
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"title": "OKX·多空趋势",
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"md_file": "okx-trend-both.md",
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},
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"gate": {
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"label": "Gate",
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"title": "Gate·BTC 日内",
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"md_file": "gate-intraday.md",
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},
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}
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def _strategy_dir() -> Path:
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return REPO_ROOT / "docs" / "strategy"
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def _checklist_path(exchange_key: str) -> Path:
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return _strategy_dir() / "checklists" / f"{exchange_key.strip().lower()}.json"
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def _md_path(exchange_key: str) -> Path:
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meta = STRATEGY_META.get((exchange_key or "").strip().lower())
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if not meta:
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raise KeyError(exchange_key)
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return _strategy_dir() / meta["md_file"]
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def _parse_version(md_text: str) -> str:
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m = re.search(r">\s*\*\*状态\*\*[::]\s*(v[\d.]+)", md_text)
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if m:
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return m.group(1)
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m = re.search(r"\|\s*v([\d.]+)\s*\|", md_text)
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if m:
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return f"v{m.group(1)}"
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return ""
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def render_markdown_html(md_text: str) -> str:
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try:
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import markdown # type: ignore
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return markdown.markdown(
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md_text,
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extensions=["tables", "fenced_code", "nl2br", "sane_lists"],
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)
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except Exception:
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return _simple_md_html(md_text)
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def _simple_md_html(md_text: str) -> str:
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from html import escape
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lines = md_text.replace("\r\n", "\n").replace("\r", "\n").splitlines()
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out: list[str] = []
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i = 0
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in_code = False
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code_buf: list[str] = []
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list_buf: list[str] = []
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list_ordered = False
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def flush_list() -> None:
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nonlocal list_buf, list_ordered
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if not list_buf:
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return
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tag = "ol" if list_ordered else "ul"
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out.append(f"<{tag}>")
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for item in list_buf:
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out.append(f"<li>{_inline_md(item)}</li>")
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out.append(f"</{tag}>")
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list_buf = []
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def flush_code() -> None:
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nonlocal code_buf, in_code
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if not code_buf:
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return
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out.append(f"<pre><code>{escape(chr(10).join(code_buf))}</code></pre>")
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code_buf = []
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in_code = False
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while i < len(lines):
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line = lines[i]
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if line.strip().startswith("```"):
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flush_list()
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if in_code:
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flush_code()
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else:
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in_code = True
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i += 1
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continue
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if in_code:
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code_buf.append(line)
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i += 1
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continue
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if re.match(r"^\s*\|", line) and i + 1 < len(lines) and re.match(r"^\s*\|?\s*[-:| ]+\|", lines[i + 1]):
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flush_list()
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header = [c.strip() for c in line.strip().strip("|").split("|")]
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i += 2
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rows: list[list[str]] = []
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while i < len(lines) and re.match(r"^\s*\|", lines[i]):
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rows.append([c.strip() for c in lines[i].strip().strip("|").split("|")])
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i += 1
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out.append("<table><thead><tr>" + "".join(f"<th>{_inline_md(h)}</th>" for h in header) + "</tr></thead><tbody>")
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for row in rows:
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out.append("<tr>" + "".join(f"<td>{_inline_md(c)}</td>" for c in row) + "</tr>")
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out.append("</tbody></table>")
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continue
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if re.match(r"^#{1,3}\s+", line):
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flush_list()
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m = re.match(r"^(#{1,3})\s+(.*)$", line)
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if m:
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level = len(m.group(1))
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out.append(f"<h{level}>{_inline_md(m.group(2))}</h{level}>")
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i += 1
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continue
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if line.strip() == "---":
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flush_list()
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out.append("<hr>")
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i += 1
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continue
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if line.startswith(">"):
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flush_list()
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out.append(f"<blockquote>{_inline_md(line.lstrip('>').strip())}</blockquote>")
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i += 1
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continue
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m = re.match(r"^(\d+)\.\s+(.*)$", line.strip())
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if m:
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if list_buf and not list_ordered:
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flush_list()
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list_ordered = True
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list_buf.append(m.group(2))
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i += 1
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continue
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if re.match(r"^[-*]\s+", line.strip()):
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if list_buf and list_ordered:
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flush_list()
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list_ordered = False
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list_buf.append(re.sub(r"^[-*]\s+", "", line.strip()))
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i += 1
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continue
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if not line.strip():
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flush_list()
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i += 1
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continue
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flush_list()
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out.append(f"<p>{_inline_md(line.strip())}</p>")
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i += 1
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flush_list()
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flush_code()
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return "\n".join(out)
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def _inline_md(text: str) -> str:
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from html import escape
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s = escape(text)
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s = re.sub(r"`([^`]+)`", r"<code>\1</code>", s)
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s = re.sub(r"\*\*([^*]+)\*\*", r"<strong>\1</strong>", s)
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return s
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def load_checklist(exchange_key: str) -> dict[str, Any]:
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path = _checklist_path(exchange_key)
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if not path.is_file():
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return {"exchange": exchange_key, "title": "开仓检查清单", "groups": []}
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data = json.loads(path.read_text(encoding="utf-8"))
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if not isinstance(data, dict):
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return {"exchange": exchange_key, "title": "开仓检查清单", "groups": []}
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return data
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def load_strategy_payload(exchange_key: str) -> dict[str, Any]:
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key = (exchange_key or "").strip().lower()
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if key not in STRATEGY_META:
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raise KeyError(exchange_key)
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meta = STRATEGY_META[key]
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md_path = _md_path(key)
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md_text = md_path.read_text(encoding="utf-8") if md_path.is_file() else ""
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checklist = load_checklist(key)
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version = _parse_version(md_text) or str(checklist.get("version") or "")
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return {
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"ok": True,
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"exchange_key": key,
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"label": meta["label"],
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"title": meta["title"],
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"version": version,
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"md_source": str(md_path.relative_to(REPO_ROOT)).replace("\\", "/"),
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"strategy_html": render_markdown_html(md_text),
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"checklist": checklist,
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}
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def strategy_meta_payload() -> dict[str, Any]:
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tabs = [
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{"key": k, "label": STRATEGY_META[k]["label"], "title": STRATEGY_META[k]["title"]}
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for k in STRATEGY_EXCHANGES
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]
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return {"ok": True, "exchanges": tabs}
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def build_export_html(exchange_key: str) -> str:
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payload = load_strategy_payload(exchange_key)
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key = payload["exchange_key"]
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label = payload["label"]
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title = payload["title"]
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version = payload.get("version") or ""
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checklist = payload.get("checklist") or {}
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groups = checklist.get("groups") or []
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now = datetime.now(timezone.utc).astimezone().strftime("%Y-%m-%d %H:%M")
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checklist_html_parts = [
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f"<h2>{escape_html(str(checklist.get('title') or '开仓检查清单'))}</h2>"
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]
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for grp in groups:
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if not isinstance(grp, dict):
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continue
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gtitle = escape_html(str(grp.get("title") or ""))
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checklist_html_parts.append(f"<h3>{gtitle}</h3><ul>")
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for item in grp.get("items") or []:
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checklist_html_parts.append(
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f"<li><span class=\"box\">☐</span> {escape_html(str(item))}</li>"
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)
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checklist_html_parts.append("</ul>")
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checklist_html = "\n".join(checklist_html_parts)
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return f"""<!DOCTYPE html>
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<html lang="zh-CN">
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<head>
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<meta charset="UTF-8">
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<title>{escape_html(label)} · 策略说明</title>
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<style>
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body{{font-family:system-ui,sans-serif;margin:24px;color:#111;line-height:1.55}}
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h1{{font-size:1.35rem;margin:0 0 8px}}
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.meta{{color:#555;font-size:.85rem;margin-bottom:20px}}
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.grid{{display:grid;grid-template-columns:1fr 1fr;gap:24px;align-items:start}}
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.strategy-doc h2{{font-size:1.05rem;margin-top:1.2em}}
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.strategy-doc table{{border-collapse:collapse;width:100%;font-size:.88rem}}
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.strategy-doc th,.strategy-doc td{{border:1px solid #ccc;padding:6px 8px;text-align:left}}
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.checklist ul{{list-style:none;padding:0;margin:0}}
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.checklist li{{margin:8px 0;padding-left:0}}
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.box{{display:inline-block;width:1em;margin-right:6px}}
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@media print{{body{{margin:12mm}}}}
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</style>
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</head>
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<body>
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<h1>{escape_html(title)}</h1>
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<div class="meta">{escape_html(label)} · {escape_html(version)} · 导出 {now}</div>
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<div class="grid">
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<div class="strategy-doc">{payload.get("strategy_html") or ""}</div>
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<div class="checklist">{checklist_html}</div>
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</div>
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</body>
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</html>"""
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def escape_html(text: str) -> str:
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from html import escape
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return escape(text, quote=True)
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