feat(hub): render AI summary account breakdown as icon table

Replace pipe-separated account lines with a structured table from stats_snapshot, including exchange icons and position remarks.

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

manual_trading_hub/hub_ai/context.py

@@ -271,6 +271,28 @@ def format_context_text(payload: dict) -> str:
     return "\n".join(lines).strip()
 
 
+def format_account_remark(ac: dict) -> str:
+    """分户表格备注：持仓摘要或关注点。"""
+    positions = ac.get("positions") or []
+    if not positions:
+        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):
+            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"
+
+
 def format_chat_context_brief(payload: dict, max_chars: int = 2500) -> str:
     text = format_context_text(payload)
     if len(text) <= max_chars:

manual_trading_hub/hub_ai/prompts.py

@@ -19,7 +19,7 @@ SUMMARY_SYSTEM = """
 - **当前持仓浮盈亏(U)**：…（仅汇总已监控且有数据的账户）
 
 **2. 分户明细**
-每个账户一行：账户名 | 状态(已监控/未监控/连接异常) | 当日平仓盈亏 | 笔数 | 当前浮盈亏 | 备注
+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」。

manual_trading_hub/hub_ai/summary.py

@@ -4,7 +4,7 @@ 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
+from hub_ai.context import build_daily_context, 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
 
@@ -38,11 +38,13 @@ def generate_daily_summary(
         "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 []

manual_trading_hub/static/app.css

@@ -3575,6 +3575,75 @@ body.hub-page-ai #page-ai {
 .ai-bubble-assistant.ai-result-md ol {
   margin: 4px 0 6px 1.15em;
 }
+.ai-ac-table-wrap {
+  margin: 8px 0 12px;
+  overflow-x: auto;
+  border: 1px solid var(--border-soft);
+  border-radius: 8px;
+  background: color-mix(in srgb, var(--inset-surface) 88%, transparent);
+}
+.ai-ac-table {
+  width: 100%;
+  border-collapse: collapse;
+  font-size: 0.78rem;
+  line-height: 1.45;
+}
+.ai-ac-table th,
+.ai-ac-table td {
+  padding: 8px 10px;
+  text-align: left;
+  vertical-align: top;
+  border-bottom: 1px solid var(--border-soft);
+}
+.ai-ac-table th {
+  font-size: 0.72rem;
+  font-weight: 600;
+  color: var(--muted);
+  background: color-mix(in srgb, var(--inset-surface) 60%, transparent);
+  white-space: nowrap;
+}
+.ai-ac-table tbody tr:last-child td {
+  border-bottom: none;
+}
+.ai-ac-table tbody tr:hover td {
+  background: color-mix(in srgb, var(--accent-dim) 35%, transparent);
+}
+.ai-ac-name {
+  display: flex;
+  align-items: flex-start;
+  gap: 8px;
+  min-width: 9rem;
+  font-weight: 500;
+}
+.ai-ac-name > span:last-child {
+  flex: 1;
+  min-width: 0;
+}
+.ai-ex-icon {
+  display: inline-flex;
+  flex-shrink: 0;
+  line-height: 0;
+  border-radius: 5px;
+  overflow: hidden;
+}
+.ai-ac-remark {
+  color: var(--muted);
+  font-size: 0.74rem;
+  max-width: 16rem;
+}
+.ai-ac-unmon {
+  color: var(--muted);
+}
+.ai-ac-err {
+  color: var(--red);
+}
+.ai-ac-warn {
+  color: var(--amber, #d4a017);
+}
+.ai-ac-table .pos,
+.ai-ac-table .neg {
+  font-weight: 600;
+}
 .ai-placeholder {
   color: var(--muted);
   margin: 0;

manual_trading_hub/static/app.js

@@ -2972,10 +2972,105 @@
     return renderHubMarkdown(text);
   }
 
-  function setAiSummaryMarkdown(body, contentMd) {
+  const AI_EX_SVG = {
+    binance:
+      '<svg viewBox="0 0 24 24" width="20" height="20" aria-hidden="true"><rect width="24" height="24" rx="5" fill="#F0B90B"/><path fill="#1E2329" d="M12 4.5l2.2 2.2L12 8.9 9.8 6.7 12 4.5zm0 14.6l2.2-2.2L12 15.1l-2.2 2.2 2.2 2.2zM4.5 12l2.2-2.2L8.9 12l-2.2 2.2L4.5 12zm14.6 0l2.2-2.2L15.1 12l2.2-2.2 2.2 2.2z"/></svg>',
+    okx:
+      '<svg viewBox="0 0 24 24" width="20" height="20" aria-hidden="true"><rect width="24" height="24" rx="5" fill="#000"/><rect x="5" y="5" width="6" height="6" fill="#fff"/><rect x="13" y="5" width="6" height="6" fill="#fff"/><rect x="5" y="13" width="6" height="6" fill="#fff"/><rect x="13" y="13" width="6" height="6" fill="#fff"/></svg>',
+    gate:
+      '<svg viewBox="0 0 24 24" width="20" height="20" aria-hidden="true"><rect width="24" height="24" rx="5" fill="#2354E6"/><path fill="#fff" d="M7 17V7h4.2c2.2 0 3.6 1.1 3.6 2.9 0 1.2-.6 2.1-1.6 2.5 1.2.4 2 1.4 2 2.8 0 2-1.5 3.1-3.8 3.1H7zm2.5-2.1h1.5c1.1 0 1.7-.5 1.7-1.3s-.6-1.3-1.7-1.3H9.5v2.6zm0-4.4h1.4c1 0 1.5-.4 1.5-1.2s-.5-1.2-1.5-1.2H9.5v2.4z"/></svg>',
+    gate_bot:
+      '<svg viewBox="0 0 24 24" width="20" height="20" aria-hidden="true"><rect width="24" height="24" rx="5" fill="#17E6A1"/><path fill="#102820" d="M7 17V7h4.2c2.2 0 3.6 1.1 3.6 2.9 0 1.2-.6 2.1-1.6 2.5 1.2.4 2 1.4 2 2.8 0 2-1.5 3.1-3.8 3.1H7zm2.5-2.1h1.5c1.1 0 1.7-.5 1.7-1.3s-.6-1.3-1.7-1.3H9.5v2.6zm0-4.4h1.4c1 0 1.5-.4 1.5-1.2s-.5-1.2-1.5-1.2H9.5v2.4z"/></svg>',
+    other:
+      '<svg viewBox="0 0 24 24" width="20" height="20" aria-hidden="true"><rect width="24" height="24" rx="5" fill="var(--border-soft)"/><circle cx="12" cy="12" r="3" fill="var(--muted)"/></svg>',
+  };
+
+  function resolveExchangeIconId(key, name) {
+    const k = String(key || "").toLowerCase();
+    const n = String(name || "").toLowerCase();
+    if (k === "gate_bot" || k.includes("gate_bot") || n.includes("趋势") || n.includes("gate_bot"))
+      return "gate_bot";
+    if (k === "binance" || k.includes("binance") || n.includes("币安")) return "binance";
+    if (k === "okx" || k.includes("okx")) return "okx";
+    if (k === "gate" || k.includes("gate") || n.includes("gate")) return "gate";
+    return "other";
+  }
+
+  function hubExchangeIconHtml(key, name) {
+    const id = resolveExchangeIconId(key, name);
+    const title =
+      id === "binance"
+        ? "Binance"
+        : id === "okx"
+          ? "OKX"
+          : id === "gate_bot"
+            ? "Gate Bot"
+            : id === "gate"
+              ? "Gate"
+              : "";
+    return `<span class="ai-ex-icon ai-ex-${id}" title="${esc(title)}">${AI_EX_SVG[id] || AI_EX_SVG.other}</span>`;
+  }
+
+  function aiAccountStatusClass(status) {
+    const s = String(status || "");
+    if (s === "未监控") return "ai-ac-unmon";
+    if (s.includes("异常")) return "ai-ac-err";
+    if (s.includes("需关注")) return "ai-ac-warn";
+    return "";
+  }
+
+  function renderAiAccountTable(snapshot) {
+    const accounts = snapshot && snapshot.by_account;
+    if (!accounts || typeof accounts !== "object") return "";
+    const rows = Object.values(accounts);
+    if (!rows.length) return "";
+    const head =
+      "<thead><tr>" +
+      "<th>账户</th><th>状态</th><th>平仓盈亏</th><th>笔数</th><th>浮盈亏</th><th>备注</th>" +
+      "</tr></thead>";
+    const body = rows
+      .map((ac) => {
+        const closedPnl = Number(ac.pnl_u);
+        const floatPnl = Number(ac.float_pnl_u);
+        const remark =
+          ac.remark ||
+          (Array.isArray(ac.issues) && ac.issues.length ? ac.issues.join("；") : "无");
+        const statusCls = aiAccountStatusClass(ac.status);
+        return (
+          "<tr>" +
+          `<td class="ai-ac-name">${hubExchangeIconHtml(ac.key, ac.name)}<span>${esc(ac.name || "—")}</span></td>` +
+          `<td class="${statusCls}">${esc(ac.status || "—")}</td>` +
+          `<td class="${aiPnlClass(closedPnl)}">${aiPnlSigned(closedPnl, 2)}</td>` +
+          `<td>${Number(ac.closed_count) || 0}</td>` +
+          `<td class="${aiPnlClass(floatPnl)}">${aiPnlSigned(floatPnl, 2)}</td>` +
+          `<td class="ai-ac-remark">${esc(remark)}</td>` +
+          "</tr>"
+        );
+      })
+      .join("");
+    return `<div class="ai-ac-table-wrap"><table class="ai-ac-table">${head}<tbody>${body}</tbody></table></div>`;
+  }
+
+  function renderAiSummaryBody(contentMd, snapshot) {
+    const md = String(contentMd || "");
+    const sec2 = /\*\*2\.\s*分户明细\*\*/;
+    const sec3 = /\*\*3\.\s*需关注\*\*/;
+    const i2 = md.search(sec2);
+    const i3 = md.search(sec3);
+    const tableHtml = renderAiAccountTable(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(md) + (tableHtml ? tableHtml : "");
+  }
+
+  function setAiSummaryMarkdown(body, contentMd, snapshot) {
     if (!body) return;
     body.classList.add("ai-result-md");
-    body.innerHTML = renderHubMarkdown(contentMd);
+    body.innerHTML = renderAiSummaryBody(contentMd, snapshot);
   }
 
   function setAiSummaryPlaceholder(body, html) {
@@ -3075,7 +3170,7 @@
       const j = await r.json();
       const latest = j.latest;
       if (latest && latest.content_md) {
-        if (body) setAiSummaryMarkdown(body, latest.content_md);
+        if (body) setAiSummaryMarkdown(body, latest.content_md, latest.stats_snapshot);
         renderAiSummaryStats(latest.stats_snapshot);
         const sm = document.getElementById("ai-summary-meta");
         if (sm && latest.generated_at) {
@@ -3117,7 +3212,7 @@
       if (!j.ok && j.detail) throw new Error(j.detail);
       const sum = j.summary;
       if (sum && sum.content_md && body) {
-        setAiSummaryMarkdown(body, sum.content_md);
+        setAiSummaryMarkdown(body, sum.content_md, sum.stats_snapshot);
         renderAiSummaryStats(sum.stats_snapshot);
       }
       showToast(j.cached ? "已是最新上下文，返回缓存总结" : "今日总结已生成");

manual_trading_hub/static/index.html

@@ -288,6 +288,6 @@
   <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-md"></script>
+  <script src="/assets/app.js?v=20260606-hub-ai-table"></script>
 </body>
 </html>