Normalize fullwidth punctuation to ASCII across codebase.

Add scripts/normalize_ambiguous_unicode.py; fix corrupted patch_instance_theme_templates.py. Preserves curly quotes in string literals; removes Git homoglyph warnings on .env.example.

Co-authored-by: Cursor <cursoragent@cursor.com>
This commit is contained in:
dekun
2026-07-08 23:42:26 +08:00
parent aaa72c7961
commit b733e551a0
392 changed files with 71522 additions and 71369 deletions
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"""中控 AI 模块今日总结 + 交易员聊天与实例 ai_review 分离)。"""
"""中控 AI 模块:今日总结 + 交易员聊天(与实例 ai_review 分离)."""
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@@ -1,161 +1,161 @@
"""内照明心复盘语录 → 交易教练点评"""
from __future__ import annotations
from typing import Any
from hub_ai.client import generate_text, model_label
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,
delete_chat_session,
get_active_session,
list_chat_sessions,
)
from lib.hub.hub_symbol_archive_lib import list_daily_trades
def _tag_label(tag: str) -> str:
t = (tag or "").strip().lower()
if t == "sick":
return "犯病"
if t == "emotion":
return "情绪化"
return t or ""
def _fmt_pnl(v: Any) -> str:
try:
n = float(v or 0)
except (TypeError, ValueError):
return ""
sign = "+" if n > 0 else ""
return f"{sign}{n:.2f}U"
def _fmt_pct(v: Any) -> str:
try:
n = float(v)
except (TypeError, ValueError):
return ""
return f"{n:.1f}%"
def _fmt_rr(v: Any) -> str:
try:
n = float(v)
except (TypeError, ValueError):
return ""
return f"{n:.2f}:1"
def format_archive_trades_for_ai(payload: dict[str, Any]) -> str:
trades = payload.get("trades") or []
stats = payload.get("stats") or {}
lines = [
(
f"统计开仓 {int(stats.get('open_count') or 0)}"
f"盈利 {int(stats.get('win_count') or 0)} / 亏损 {int(stats.get('loss_count') or 0)}"
f"平均盈利 {_fmt_pnl(stats.get('avg_win'))}平均亏损 {_fmt_pnl(stats.get('avg_loss'))}"
f"胜率 {_fmt_pct(stats.get('win_rate'))}盈亏比 {_fmt_rr(stats.get('profit_loss_ratio'))}"
f"最大盈利 {_fmt_pnl(stats.get('max_win'))}最大亏损 {_fmt_pnl(stats.get('max_loss'))}"
f"犯病 {int(stats.get('sick_count') or 0)}"
f"盈亏合计 {_fmt_pnl(stats.get('pnl_total'))}"
f"剔除犯病盈亏 {_fmt_pnl(stats.get('pnl_ex_sick'))}"
)
]
if not trades:
lines.append("该日无交易记录")
return "\n".join(lines)
max_rows = 50
if len(trades) > max_rows:
lines.append(f"{len(trades)}以下展示最近 {max_rows}")
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 "")
opened = str(t.get("opened_at") or "")
closed = str(t.get("closed_at") or "")
hold = str(t.get("hold_minutes_text") or t.get("hold_minutes") or "")
result = str(t.get("result") or "")
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 = clip_text(str(t.get("note") or "").strip(), 80)
line = (
f"{i}. {ex} | {sym} | {direction} | 开仓类型 {entry} | "
f"{opened} | 平 {closed} | 持仓 {hold} | 结果 {result} | "
f"盈亏 {pnl} | 标签 {tag}"
)
if note:
line += f" | 备注 {note}"
lines.append(line)
return "\n".join(lines)
def send_archive_quote_review(
*,
quote_date: str,
content: str,
) -> dict[str, Any]:
text = (content or "").strip()
if not text:
return {"ok": False, "msg": "语录内容不能为空"}
day = (quote_date or "").strip()[:10]
if not day:
return {"ok": False, "msg": "语录日期无效"}
session = create_new_session(
trading_day=day,
title=f"复盘 {day}",
bot_mode=CHAT_BOT_TRADING,
)
sid = session["id"]
archive_payload = list_daily_trades(trading_day=day, period="today")
archive_trades_text = format_archive_trades_for_ai(archive_payload)
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=user_for_prompt,
)
reply = generate_text(
system=CHAT_SYSTEM,
user=user_prompt,
temperature=CHAT_TEMPERATURE,
max_tokens=CHAT_MAX_OUTPUT_TOKENS,
max_continuations=CHAT_MAX_CONTINUATIONS,
)
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,
"session": session,
"sessions": list_chat_sessions(),
"reply": reply,
"model": model_label(),
}
"""内照明心复盘语录 → 交易教练点评."""
from __future__ import annotations
from typing import Any
from hub_ai.client import generate_text, model_label
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,
delete_chat_session,
get_active_session,
list_chat_sessions,
)
from lib.hub.hub_symbol_archive_lib import list_daily_trades
def _tag_label(tag: str) -> str:
t = (tag or "").strip().lower()
if t == "sick":
return "犯病"
if t == "emotion":
return "情绪化"
return t or ""
def _fmt_pnl(v: Any) -> str:
try:
n = float(v or 0)
except (TypeError, ValueError):
return ""
sign = "+" if n > 0 else ""
return f"{sign}{n:.2f}U"
def _fmt_pct(v: Any) -> str:
try:
n = float(v)
except (TypeError, ValueError):
return ""
return f"{n:.1f}%"
def _fmt_rr(v: Any) -> str:
try:
n = float(v)
except (TypeError, ValueError):
return ""
return f"{n:.2f}:1"
def format_archive_trades_for_ai(payload: dict[str, Any]) -> str:
trades = payload.get("trades") or []
stats = payload.get("stats") or {}
lines = [
(
f"统计:开仓 {int(stats.get('open_count') or 0)},"
f"盈利 {int(stats.get('win_count') or 0)} / 亏损 {int(stats.get('loss_count') or 0)},"
f"平均盈利 {_fmt_pnl(stats.get('avg_win'))},平均亏损 {_fmt_pnl(stats.get('avg_loss'))},"
f"胜率 {_fmt_pct(stats.get('win_rate'))},盈亏比 {_fmt_rr(stats.get('profit_loss_ratio'))},"
f"最大盈利 {_fmt_pnl(stats.get('max_win'))},最大亏损 {_fmt_pnl(stats.get('max_loss'))},"
f"犯病 {int(stats.get('sick_count') or 0)},"
f"盈亏合计 {_fmt_pnl(stats.get('pnl_total'))},"
f"剔除犯病盈亏 {_fmt_pnl(stats.get('pnl_ex_sick'))}"
)
]
if not trades:
lines.append("(该日无交易记录)")
return "\n".join(lines)
max_rows = 50
if len(trades) > max_rows:
lines.append(f"({len(trades)},以下展示最近 {max_rows})")
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 "")
opened = str(t.get("opened_at") or "")
closed = str(t.get("closed_at") or "")
hold = str(t.get("hold_minutes_text") or t.get("hold_minutes") or "")
result = str(t.get("result") or "")
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 = clip_text(str(t.get("note") or "").strip(), 80)
line = (
f"{i}. {ex} | {sym} | {direction} | 开仓类型 {entry} | "
f"{opened} | 平 {closed} | 持仓 {hold} | 结果 {result} | "
f"盈亏 {pnl} | 标签 {tag}"
)
if note:
line += f" | 备注 {note}"
lines.append(line)
return "\n".join(lines)
def send_archive_quote_review(
*,
quote_date: str,
content: str,
) -> dict[str, Any]:
text = (content or "").strip()
if not text:
return {"ok": False, "msg": "语录内容不能为空"}
day = (quote_date or "").strip()[:10]
if not day:
return {"ok": False, "msg": "语录日期无效"}
session = create_new_session(
trading_day=day,
title=f"复盘 {day}",
bot_mode=CHAT_BOT_TRADING,
)
sid = session["id"]
archive_payload = list_daily_trades(trading_day=day, period="today")
archive_trades_text = format_archive_trades_for_ai(archive_payload)
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=user_for_prompt,
)
reply = generate_text(
system=CHAT_SYSTEM,
user=user_prompt,
temperature=CHAT_TEMPERATURE,
max_tokens=CHAT_MAX_OUTPUT_TOKENS,
max_continuations=CHAT_MAX_CONTINUATIONS,
)
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,
"session": session,
"sessions": list_chat_sessions(),
"reply": reply,
"model": model_label(),
}
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"""中控 AI 聊天附件解析"""
"""中控 AI 聊天附件解析."""
from __future__ import annotations
import base64
@@ -86,11 +86,11 @@ def parse_chat_attachments(raw_files: list[dict[str, Any]]) -> dict[str, Any]:
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")
errors.append(f"{name}: 不支持的类型(仅图片或 txt/md/json)")
attachment_note = "".join(notes) if notes else ""
attachment_note = ";".join(notes) if notes else ""
if errors:
attachment_note = (attachment_note + "" if attachment_note else "") + "".join(errors)
attachment_note = (attachment_note + ";" if attachment_note else "") + ";".join(errors)
text_append = "\n\n".join(text_blocks)
return {
"images_b64": images_b64,
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@@ -1,275 +1,275 @@
"""中控 AI单会话聊天直到用户点击新开)。"""
from __future__ import annotations
import threading
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_CONTEXT_MAX_CHARS,
CHAT_FOLLOWUP_CONTEXT_MAX_CHARS,
CHAT_HISTORY_MAX_CHARS_PER_MSG,
CHAT_MAX_CONTINUATIONS,
CHAT_MAX_HISTORY_TURNS,
CHAT_MAX_OUTPUT_TOKENS,
CHAT_PROMPT_MAX_CHARS,
CHAT_SUMMARY_EXCERPT_MAX_CHARS,
CHAT_TEMPERATURE,
CHAT_USER_MESSAGE_MAX_CHARS,
trading_day_reset_hour,
)
from lib.hub.hub_trades_lib import current_trading_day
from hub_ai.context import (
build_chat_context,
format_chat_context_for_chat,
format_chat_position_overview,
)
from hub_ai.prompts import (
CHAT_GENERAL_SYSTEM,
CHAT_SYSTEM,
build_chat_user_prompt,
build_general_chat_user_prompt,
)
from hub_ai.rolling_summary import refresh_session_rolling_summary
from hub_ai.store import (
CHAT_BOT_GENERAL,
CHAT_BOT_TRADING,
append_chat_message,
create_new_session,
delete_chat_session,
ensure_active_session,
get_active_session,
list_chat_sessions,
load_chat_store,
set_active_session,
summary_excerpt_for_chat,
)
from hub_ai.text_util import clip_text, is_ai_error_reply
def _is_ai_error_reply(text: str) -> bool:
return is_ai_error_reply(text)
def _clip_text(text: str, max_chars: int) -> str:
return clip_text(text, max_chars)
def _history_lines(
messages: list[dict],
max_turns: int = CHAT_MAX_HISTORY_TURNS,
*,
max_chars_per_msg: int = CHAT_HISTORY_MAX_CHARS_PER_MSG,
total_max_chars: int | None = None,
) -> str:
rows = [m for m in (messages or []) if m.get("role") in ("user", "assistant")]
rows = rows[-max_turns * 2 :]
lines = []
for m in rows:
role = "用户" if m.get("role") == "user" else "搭档"
content = str(m.get("content") or "").strip()
if m.get("role") == "assistant" and _is_ai_error_reply(content):
continue
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()
content = _clip_text(content, max_chars_per_msg)
if content:
lines.append(f"{role}{content}")
if total_max_chars and total_max_chars > 0:
while lines and len("\n".join(lines)) > total_max_chars:
lines.pop(0)
return "\n".join(lines)
def _trading_context_bundle(ctx: dict[str, Any], *, prior_count: int) -> tuple[str, str]:
day = str(ctx.get("trading_day") or (ctx.get("totals") or {}).get("trading_day") or "")
if prior_count <= 0:
brief = format_chat_context_for_chat(ctx, max_chars=CHAT_CONTEXT_MAX_CHARS)
excerpt = summary_excerpt_for_chat(day, max_chars=CHAT_SUMMARY_EXCERPT_MAX_CHARS)
return brief, excerpt
totals = ctx.get("totals") or {}
overview = format_chat_position_overview(ctx)
slim = (
f"【续聊快照 {day}】平仓盈亏 {totals.get('total_pnl_u')}U | "
f"笔数 {totals.get('closed_count')} | "
f"持仓 {totals.get('open_position_count', 0)} 仓 | "
f"浮盈亏 {totals.get('float_pnl_u')}U"
)
brief = _clip_text(overview + "\n" + slim, CHAT_FOLLOWUP_CONTEXT_MAX_CHARS)
return brief, ""
def _history_budget(*sizes: int) -> int:
used = sum(int(s or 0) for s in sizes) + 2200
return max(1200, CHAT_PROMPT_MAX_CHARS - used)
def _prompt_memory(session: dict, prior_msgs: list[dict]) -> tuple[str, str]:
"""续聊优先用滚动摘要旧会话无摘要时仅带最近 1 轮兜底"""
rolling = str(session.get("rolling_summary") or "").strip()
if rolling:
return rolling, ""
prior_count = len([m for m in prior_msgs if m.get("role") in ("user", "assistant")])
if prior_count <= 0:
return "", ""
tail = _history_lines(
prior_msgs,
max_turns=1,
max_chars_per_msg=CHAT_HISTORY_MAX_CHARS_PER_MSG,
)
return "", tail
def get_chat_state() -> dict[str, Any]:
store = load_chat_store()
session = get_active_session()
if session:
session.setdefault("bot_mode", CHAT_BOT_TRADING)
session.setdefault("rolling_summary", "")
return {
"active_session_id": store.get("active_session_id"),
"session": session,
"sessions": list_chat_sessions(),
"model": model_label(),
}
def start_new_chat(*, trading_day: str, bot_mode: str = CHAT_BOT_TRADING) -> dict:
session = create_new_session(trading_day=trading_day, bot_mode=bot_mode)
return {
"ok": True,
"session": session,
"sessions": list_chat_sessions(),
"model": model_label(),
}
def switch_chat_session(session_id: str) -> dict[str, Any]:
session = set_active_session(session_id)
return {
"ok": True,
"session": session,
"sessions": list_chat_sessions(),
"model": model_label(),
}
def remove_chat_session(session_id: str) -> dict[str, Any]:
deleted, new_active = delete_chat_session(session_id)
if not deleted:
return {"ok": False, "msg": "session_not_found"}
session = get_active_session()
return {
"ok": True,
"active_session_id": new_active,
"session": session,
"sessions": list_chat_sessions(),
"model": model_label(),
}
def send_chat_message(
exchanges: list[dict],
message: str,
*,
trading_day: str | None = None,
raw_attachments: Optional[list[dict]] = None,
) -> dict[str, Any]:
text = (message or "").strip()
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']}"
day = (trading_day or "").strip()[:10] or current_trading_day(
reset_hour=trading_day_reset_hour()
)
session = ensure_active_session(trading_day=day)
sid = session["id"]
prior_rolling = str(session.get("rolling_summary") or "")
prior_msgs = session.get("messages") or []
prior_count = len([m for m in prior_msgs if m.get("role") in ("user", "assistant")])
user_for_prompt = _clip_text(text or user_visible, CHAT_USER_MESSAGE_MAX_CHARS)
rolling_summary, history_tail = _prompt_memory(session, prior_msgs)
bot_mode = (session.get("bot_mode") or CHAT_BOT_TRADING).strip().lower()
if bot_mode == CHAT_BOT_GENERAL:
user_prompt = build_general_chat_user_prompt(
rolling_summary=rolling_summary,
history_lines=history_tail,
user_message=user_for_prompt,
attachment_note=str(parsed.get("attachment_note") or ""),
)
if parsed.get("text_append"):
user_prompt += "\n\n【附件正文】\n" + _clip_text(parsed["text_append"], 3000)
system_prompt = CHAT_GENERAL_SYSTEM
else:
ctx = build_chat_context(exchanges, trading_day=day)
day = ctx["trading_day"]
brief_ctx, excerpt = _trading_context_bundle(ctx, prior_count=prior_count)
user_prompt = build_chat_user_prompt(
context_text=brief_ctx,
trading_day=day,
summary_excerpt=excerpt,
rolling_summary=rolling_summary,
history_lines=history_tail,
user_message=user_for_prompt,
attachment_note=str(parsed.get("attachment_note") or ""),
)
if parsed.get("text_append"):
user_prompt += "\n\n【附件正文】\n" + _clip_text(parsed["text_append"], 3000)
system_prompt = CHAT_SYSTEM
reply = generate_text(
system=system_prompt,
user=user_prompt,
temperature=CHAT_TEMPERATURE,
images_b64=parsed.get("images_b64") or None,
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}
append_chat_message(
sid,
"user",
user_visible,
attachments=parsed.get("attachment_meta") or [],
)
session = append_chat_message(sid, "assistant", reply)
summary_kwargs = {
"session_id": sid,
"prior_summary": prior_rolling,
"user_text": user_visible,
"assistant_text": reply,
"bot_mode": bot_mode,
}
def _refresh_summary_bg() -> None:
try:
refresh_session_rolling_summary(**summary_kwargs)
except Exception:
pass
threading.Thread(target=_refresh_summary_bg, daemon=True).start()
session = get_active_session() or session
return {
"ok": True,
"trading_day": day,
"session": session,
"sessions": list_chat_sessions(),
"reply": reply,
"model": model_label(),
"attachment_warnings": parsed.get("errors") or [],
}
"""中控 AI:单会话聊天(直到用户点击新开)."""
from __future__ import annotations
import threading
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_CONTEXT_MAX_CHARS,
CHAT_FOLLOWUP_CONTEXT_MAX_CHARS,
CHAT_HISTORY_MAX_CHARS_PER_MSG,
CHAT_MAX_CONTINUATIONS,
CHAT_MAX_HISTORY_TURNS,
CHAT_MAX_OUTPUT_TOKENS,
CHAT_PROMPT_MAX_CHARS,
CHAT_SUMMARY_EXCERPT_MAX_CHARS,
CHAT_TEMPERATURE,
CHAT_USER_MESSAGE_MAX_CHARS,
trading_day_reset_hour,
)
from lib.hub.hub_trades_lib import current_trading_day
from hub_ai.context import (
build_chat_context,
format_chat_context_for_chat,
format_chat_position_overview,
)
from hub_ai.prompts import (
CHAT_GENERAL_SYSTEM,
CHAT_SYSTEM,
build_chat_user_prompt,
build_general_chat_user_prompt,
)
from hub_ai.rolling_summary import refresh_session_rolling_summary
from hub_ai.store import (
CHAT_BOT_GENERAL,
CHAT_BOT_TRADING,
append_chat_message,
create_new_session,
delete_chat_session,
ensure_active_session,
get_active_session,
list_chat_sessions,
load_chat_store,
set_active_session,
summary_excerpt_for_chat,
)
from hub_ai.text_util import clip_text, is_ai_error_reply
def _is_ai_error_reply(text: str) -> bool:
return is_ai_error_reply(text)
def _clip_text(text: str, max_chars: int) -> str:
return clip_text(text, max_chars)
def _history_lines(
messages: list[dict],
max_turns: int = CHAT_MAX_HISTORY_TURNS,
*,
max_chars_per_msg: int = CHAT_HISTORY_MAX_CHARS_PER_MSG,
total_max_chars: int | None = None,
) -> str:
rows = [m for m in (messages or []) if m.get("role") in ("user", "assistant")]
rows = rows[-max_turns * 2 :]
lines = []
for m in rows:
role = "用户" if m.get("role") == "user" else "搭档"
content = str(m.get("content") or "").strip()
if m.get("role") == "assistant" and _is_ai_error_reply(content):
continue
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()
content = _clip_text(content, max_chars_per_msg)
if content:
lines.append(f"{role}:{content}")
if total_max_chars and total_max_chars > 0:
while lines and len("\n".join(lines)) > total_max_chars:
lines.pop(0)
return "\n".join(lines)
def _trading_context_bundle(ctx: dict[str, Any], *, prior_count: int) -> tuple[str, str]:
day = str(ctx.get("trading_day") or (ctx.get("totals") or {}).get("trading_day") or "")
if prior_count <= 0:
brief = format_chat_context_for_chat(ctx, max_chars=CHAT_CONTEXT_MAX_CHARS)
excerpt = summary_excerpt_for_chat(day, max_chars=CHAT_SUMMARY_EXCERPT_MAX_CHARS)
return brief, excerpt
totals = ctx.get("totals") or {}
overview = format_chat_position_overview(ctx)
slim = (
f"【续聊快照 {day}】平仓盈亏 {totals.get('total_pnl_u')}U | "
f"笔数 {totals.get('closed_count')} | "
f"持仓 {totals.get('open_position_count', 0)} 仓 | "
f"浮盈亏 {totals.get('float_pnl_u')}U"
)
brief = _clip_text(overview + "\n" + slim, CHAT_FOLLOWUP_CONTEXT_MAX_CHARS)
return brief, ""
def _history_budget(*sizes: int) -> int:
used = sum(int(s or 0) for s in sizes) + 2200
return max(1200, CHAT_PROMPT_MAX_CHARS - used)
def _prompt_memory(session: dict, prior_msgs: list[dict]) -> tuple[str, str]:
"""续聊优先用滚动摘要;旧会话无摘要时仅带最近 1 轮兜底."""
rolling = str(session.get("rolling_summary") or "").strip()
if rolling:
return rolling, ""
prior_count = len([m for m in prior_msgs if m.get("role") in ("user", "assistant")])
if prior_count <= 0:
return "", ""
tail = _history_lines(
prior_msgs,
max_turns=1,
max_chars_per_msg=CHAT_HISTORY_MAX_CHARS_PER_MSG,
)
return "", tail
def get_chat_state() -> dict[str, Any]:
store = load_chat_store()
session = get_active_session()
if session:
session.setdefault("bot_mode", CHAT_BOT_TRADING)
session.setdefault("rolling_summary", "")
return {
"active_session_id": store.get("active_session_id"),
"session": session,
"sessions": list_chat_sessions(),
"model": model_label(),
}
def start_new_chat(*, trading_day: str, bot_mode: str = CHAT_BOT_TRADING) -> dict:
session = create_new_session(trading_day=trading_day, bot_mode=bot_mode)
return {
"ok": True,
"session": session,
"sessions": list_chat_sessions(),
"model": model_label(),
}
def switch_chat_session(session_id: str) -> dict[str, Any]:
session = set_active_session(session_id)
return {
"ok": True,
"session": session,
"sessions": list_chat_sessions(),
"model": model_label(),
}
def remove_chat_session(session_id: str) -> dict[str, Any]:
deleted, new_active = delete_chat_session(session_id)
if not deleted:
return {"ok": False, "msg": "session_not_found"}
session = get_active_session()
return {
"ok": True,
"active_session_id": new_active,
"session": session,
"sessions": list_chat_sessions(),
"model": model_label(),
}
def send_chat_message(
exchanges: list[dict],
message: str,
*,
trading_day: str | None = None,
raw_attachments: Optional[list[dict]] = None,
) -> dict[str, Any]:
text = (message or "").strip()
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']})"
day = (trading_day or "").strip()[:10] or current_trading_day(
reset_hour=trading_day_reset_hour()
)
session = ensure_active_session(trading_day=day)
sid = session["id"]
prior_rolling = str(session.get("rolling_summary") or "")
prior_msgs = session.get("messages") or []
prior_count = len([m for m in prior_msgs if m.get("role") in ("user", "assistant")])
user_for_prompt = _clip_text(text or user_visible, CHAT_USER_MESSAGE_MAX_CHARS)
rolling_summary, history_tail = _prompt_memory(session, prior_msgs)
bot_mode = (session.get("bot_mode") or CHAT_BOT_TRADING).strip().lower()
if bot_mode == CHAT_BOT_GENERAL:
user_prompt = build_general_chat_user_prompt(
rolling_summary=rolling_summary,
history_lines=history_tail,
user_message=user_for_prompt,
attachment_note=str(parsed.get("attachment_note") or ""),
)
if parsed.get("text_append"):
user_prompt += "\n\n【附件正文】\n" + _clip_text(parsed["text_append"], 3000)
system_prompt = CHAT_GENERAL_SYSTEM
else:
ctx = build_chat_context(exchanges, trading_day=day)
day = ctx["trading_day"]
brief_ctx, excerpt = _trading_context_bundle(ctx, prior_count=prior_count)
user_prompt = build_chat_user_prompt(
context_text=brief_ctx,
trading_day=day,
summary_excerpt=excerpt,
rolling_summary=rolling_summary,
history_lines=history_tail,
user_message=user_for_prompt,
attachment_note=str(parsed.get("attachment_note") or ""),
)
if parsed.get("text_append"):
user_prompt += "\n\n【附件正文】\n" + _clip_text(parsed["text_append"], 3000)
system_prompt = CHAT_SYSTEM
reply = generate_text(
system=system_prompt,
user=user_prompt,
temperature=CHAT_TEMPERATURE,
images_b64=parsed.get("images_b64") or None,
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}
append_chat_message(
sid,
"user",
user_visible,
attachments=parsed.get("attachment_meta") or [],
)
session = append_chat_message(sid, "assistant", reply)
summary_kwargs = {
"session_id": sid,
"prior_summary": prior_rolling,
"user_text": user_visible,
"assistant_text": reply,
"bot_mode": bot_mode,
}
def _refresh_summary_bg() -> None:
try:
refresh_session_rolling_summary(**summary_kwargs)
except Exception:
pass
threading.Thread(target=_refresh_summary_bg, daemon=True).start()
session = get_active_session() or session
return {
"ok": True,
"trading_day": day,
"session": session,
"sessions": list_chat_sessions(),
"reply": reply,
"model": model_label(),
"attachment_warnings": parsed.get("errors") or [],
}
+42 -42
View File
@@ -1,42 +1,42 @@
"""中控 AI 模型调用共用 ai_client 配置逻辑独立)。"""
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:
sys.path.insert(0, str(_REPO_ROOT))
from lib.ai.ai_client import ai_generate, ai_generate_chat, ai_provider_label # noqa: E402
def model_label() -> str:
return ai_provider_label()
def generate_text(
*,
system: str,
user: str,
temperature: float,
images_b64: Optional[Sequence[str]] = None,
max_tokens: int | None = None,
max_continuations: int = 3,
) -> str:
if max_tokens is not None and max_tokens > 0:
return ai_generate_chat(
system=system,
user=user,
temperature=temperature,
images_b64=images_b64,
max_tokens=int(max_tokens),
max_continuations=max_continuations,
)
prompt = f"{system.strip()}\n\n---\n\n{user.strip()}"
return ai_generate(
prompt,
temperature=temperature,
images_b64=images_b64,
)
"""中控 AI 模型调用(共用 ai_client 配置,逻辑独立)."""
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:
sys.path.insert(0, str(_REPO_ROOT))
from lib.ai.ai_client import ai_generate, ai_generate_chat, ai_provider_label # noqa: E402
def model_label() -> str:
return ai_provider_label()
def generate_text(
*,
system: str,
user: str,
temperature: float,
images_b64: Optional[Sequence[str]] = None,
max_tokens: int | None = None,
max_continuations: int = 3,
) -> str:
if max_tokens is not None and max_tokens > 0:
return ai_generate_chat(
system=system,
user=user,
temperature=temperature,
images_b64=images_b64,
max_tokens=int(max_tokens),
max_continuations=max_continuations,
)
prompt = f"{system.strip()}\n\n---\n\n{user.strip()}"
return ai_generate(
prompt,
temperature=temperature,
images_b64=images_b64,
)
+1 -1
View File
@@ -1,4 +1,4 @@
"""中控 AI 配置读 hub .env与实例同名 AI 变量)。"""
"""中控 AI 配置(读 hub .env,与实例同名 AI 变量)."""
from __future__ import annotations
import os
File diff suppressed because it is too large Load Diff
+18 -18
View File
@@ -1,18 +1,18 @@
"""中控 AI分户资金快照委托 hub_fund_history_lib保留 180 交易日)。"""
from __future__ import annotations
from typing import Any, Optional
from lib.hub.hub_fund_history_lib import (
FUND_HISTORY_DAYS,
format_fund_history_text,
get_fund_history,
record_fund_snapshot,
)
__all__ = [
"FUND_HISTORY_DAYS",
"format_fund_history_text",
"get_fund_history",
"record_fund_snapshot",
]
"""中控 AI:分户资金快照(委托 hub_fund_history_lib,保留 180 交易日)."""
from __future__ import annotations
from typing import Any, Optional
from lib.hub.hub_fund_history_lib import (
FUND_HISTORY_DAYS,
format_fund_history_text,
get_fund_history,
record_fund_snapshot,
)
__all__ = [
"FUND_HISTORY_DAYS",
"format_fund_history_text",
"get_fund_history",
"record_fund_snapshot",
]
+84 -84
View File
@@ -1,99 +1,99 @@
"""中控 AI 提示词与实例 ai_review 分离)。"""
"""中控 AI 提示词(与实例 ai_review 分离)."""
SUMMARY_SYSTEM = """
你是多账户加密货币合约交易的台账助手只根据用户提供的结构化数据输出中文 Markdown语气克制偏冷客观像值班记录
你是多账户加密货币合约交易的台账助手.只根据用户提供的结构化数据输出中文 Markdown,语气克制,偏冷,客观,像值班记录.
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
- 上下文仅含「今日」一个交易日的平仓持仓与监控不得引用昨日历史走势或数据里未出现的账户名
- 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
- 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**可基于当日资金账户/交易账户余额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)。
- 禁止输出 pipe 分隔的 Markdown 表格或「详细数据支持」附录禁止夸张词致命崩溃灾难等)。
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.
- 上下文仅含「今日」一个交易日的平仓,持仓与监控;不得引用昨日,历史走势或数据里未出现的账户名.
- 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.
- 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**可基于当日资金账户/交易账户余额,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).
- 禁止输出 pipe 分隔的 Markdown 表格或「详细数据支持」附录;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}**
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)**今日平仓合计 …
- **平仓笔数**今日 …胜 / 负 / 平
- **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
- **合计盈亏(U)**:今日平仓合计 …
- **平仓笔数**:今日 …(胜 / 负 / 平)
- **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
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**
仅有依据时列出亏损浮亏监控/趋势/关键位异常资金缺口等);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,接口失败等).
**5. 操作建议**
基于各户当日资金账户与交易账户余额持仓与监控单给出 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」
基于各户当日资金账户与交易账户余额,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()
CHAT_SYSTEM = """
你是和用户一起盯盘的老搭档交易员熟悉他多个交易所账户的分工用中文口语化短句交流
你是和用户一起盯盘的老搭档交易员,熟悉他多个交易所账户的分工.用中文,口语化,短句交流.
语气要求
- 先理解对方的压力和情绪再轻轻帮他把事想清楚安慰体贴)。
- 可以指出执行或心态上的偏差点但用商量陪伴的口吻绝不用教育训诫上课列清单式说教
- 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」
- **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
- **优先接住【用户现在说】和【对话核心摘要】**用户聊心态悔单某笔操作时先顺着这个话题回应不要每句都复述账户资金数字
- **接续对话**有【对话核心摘要】时须接着聊不要重复开场白整段回复必须写完以句号/问号/感叹号收尾不得停在半句话编号列表每条单独一行
- **止盈止损**持仓明细若出现「止损xxx / 止盈xxx」表示交易所条件单或监控计划里已有价位勿再暗示用户「没挂止损/没设止盈」仅当明细写「止损=未检测到」且无对应监控 SL 时才可讨论补止损趋势持仓「止盈=程序监控」表示由程序盯止盈不是没止盈
- 快照里的盈亏/资金仅在需要核对事实时引用用户口述与快照冲突时以快照为准并口语说明
语气要求:
- 先理解对方的压力和情绪,再轻轻帮他把事想清楚(安慰,体贴).
- 可以指出执行或心态上的偏差点,但用商量,陪伴的口吻,绝不用教育,训诫,上课,列清单式说教.
- 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」.
- **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.
- **优先接住【用户现在说】和【对话核心摘要】**:用户聊心态,悔单,某笔操作时,先顺着这个话题回应,不要每句都复述账户资金数字.
- **接续对话**:有【对话核心摘要】时须接着聊,不要重复开场白;整段回复必须写完,以句号/问号/感叹号收尾,不得停在半句话;编号列表每条单独一行.
- **止盈止损**:持仓明细若出现「止损xxx / 止盈xxx」,表示交易所条件单或监控计划里已有价位,勿再暗示用户「没挂止损/没设止盈」.仅当明细写「止损=未检测到」且无对应监控 SL 时,才可讨论补止损.趋势持仓「止盈=程序监控」表示由程序盯止盈,不是没止盈.
- 快照里的盈亏/资金仅在需要核对事实时引用;用户口述与快照冲突时,以快照为准并口语说明.
""".strip()
def build_summary_user_prompt(context_text: str, trading_day: str) -> str:
return f"""
交易日今日):{trading_day}
交易日(今日):{trading_day}
以下为中控聚合的多账户数据仅今日平仓持仓趋势回调/顺势加仓/关键位/监控单):
以下为中控聚合的多账户数据(仅今日平仓,持仓,趋势回调/顺势加仓/关键位/监控单):
{context_text}
""".strip()
CHAT_GENERAL_SYSTEM = """
你是简洁友好的中文助手陪用户闲聊答疑整理思路
你是简洁,友好的中文助手,陪用户闲聊,答疑,整理思路.
规则
- 口语化自然不要列清单式说教不要「作为 AI 我必须…」
- 用户未主动聊交易时不要主动扯合约仓位盈亏盯盘
- 你没有接入用户的交易账户数据不要编造持仓资金或监控状态若被问到交易事实说明这边看不到实盘建议去中控监控区或实例页查看
- 若用户上传图片或文档结合可见内容回应看不清的直说
- 接续【对话核心摘要】不要重复开场白回复须写完整以句号/问号/感叹号收尾
规则:
- 口语化,自然,不要列清单式说教,不要「作为 AI 我必须…」.
- 用户未主动聊交易时,不要主动扯合约,仓位,盈亏,盯盘.
- 你没有接入用户的交易账户数据;不要编造持仓,资金或监控状态.若被问到交易事实,说明这边看不到实盘,建议去中控监控区或实例页查看.
- 若用户上传图片或文档,结合可见内容回应;看不清的直说.
- 接续【对话核心摘要】,不要重复开场白;回复须写完整,以句号/问号/感叹号收尾.
""".strip()
ROLLING_SUMMARY_TRADING_SYSTEM = """
你是交易教练的对话记录员把「此前摘要」与「本轮用户+教练回复」压成一条极短中文摘要
你是交易教练的对话记录员.把「此前摘要」与「本轮用户+教练回复」压成一条极短中文摘要.
要求
- 120~280 字纯文本一段不要标题不要列表不要寒暄
- 只保留用户情绪/困扰涉及的交易事实教练核心建议已达成的共识待跟进事项
- 禁止编造未出现的信息数字与账户名须来自原文
要求:
- 120~280 字,纯文本一段,不要标题,不要列表,不要寒暄.
- 只保留:用户情绪/困扰,涉及的交易事实,教练核心建议,已达成的共识,待跟进事项.
- 禁止编造未出现的信息;数字与账户名须来自原文.
""".strip()
ROLLING_SUMMARY_GENERAL_SYSTEM = """
你是对话记录员把「此前摘要」与「本轮用户+助手回复」压成一条极短中文摘要
你是对话记录员.把「此前摘要」与「本轮用户+助手回复」压成一条极短中文摘要.
要求
- 100~240 字纯文本一段不要标题不要列表
- 只保留话题用户诉求助手给出的关键信息待跟进事项
要求:
- 100~240 字,纯文本一段,不要标题,不要列表.
- 只保留:话题,用户诉求,助手给出的关键信息,待跟进事项.
""".strip()
@@ -108,10 +108,10 @@ def build_rolling_summary_user_prompt(
parts.extend(["【此前摘要】", prior_summary.strip()])
parts.extend([
"【本轮用户】",
user_text.strip() or "(空)",
user_text.strip() or "(空)",
"【本轮教练/助手】",
assistant_text.strip() or "(空)",
"请输出更新后的对话核心摘要",
assistant_text.strip() or "(空)",
"请输出更新后的对话核心摘要:",
])
return "\n\n".join(parts)
@@ -125,12 +125,12 @@ def build_general_chat_user_prompt(
) -> str:
parts: list[str] = []
if rolling_summary.strip():
parts.extend(["【对话核心摘要须接续勿重复开场", rolling_summary.strip()])
parts.extend(["【对话核心摘要(须接续,勿重复开场)", rolling_summary.strip()])
elif history_lines.strip():
parts.extend(["【最近对话】", history_lines.strip()])
if attachment_note.strip():
parts.extend(["【用户附件说明】", attachment_note.strip()])
parts.extend(["【用户现在说优先回应这一条", user_message.strip()])
parts.extend(["【用户现在说(优先回应这一条)", user_message.strip()])
return "\n\n".join(parts)
@@ -146,44 +146,44 @@ def build_chat_user_prompt(
) -> str:
parts = [f"【交易日】{trading_day}"]
if rolling_summary.strip():
parts.extend(["【对话核心摘要须接续勿重复开场", rolling_summary.strip()])
parts.extend(["【对话核心摘要(须接续,勿重复开场)", rolling_summary.strip()])
elif history_lines.strip():
parts.extend(["【最近对话】", history_lines.strip()])
parts.extend([
"【当前多账户快照事实参考持仓以「实盘持仓总览」为准",
context_text.strip() or "无监控数据",
"【当前多账户快照(事实参考;持仓以「实盘持仓总览」为准)",
context_text.strip() or "(无监控数据)",
])
if summary_excerpt.strip():
parts.extend([
"【今日总结摘要可能滞后持仓以快照为准",
"【今日总结摘要(可能滞后,持仓以快照为准)",
summary_excerpt.strip(),
])
if attachment_note.strip():
parts.extend(["【用户附件说明】", attachment_note.strip()])
parts.extend(["【用户现在说优先回应这一条", user_message.strip()])
parts.extend(["【用户现在说(优先回应这一条)", user_message.strip()])
return "\n\n".join(parts)
ARCHIVE_QUOTE_REVIEW_INSTRUCTION = """
【任务】用户从内照明心提交了一条复盘语录并附上该交易日的档案交易记录仅供你分析用户界面不展示明细)。
请结合语录与交易记录
1) 帮他核对自述与操作事实是否一致
2) 指出心态纪律执行上的偏差点若有);
3) 给出可落地的改进建议
语气沿用交易教练体贴口语短句不用说教式清单不预测涨跌不保证收益
【任务】用户从内照明心提交了一条复盘语录,并附上该交易日的档案交易记录(仅供你分析,用户界面不展示明细).
请结合语录与交易记录:
1) 帮他核对自述与操作事实是否一致;
2) 指出心态,纪律,执行上的偏差点(若有);
3) 给出可落地的改进建议.
语气沿用交易教练:体贴,口语,短句,不用说教式清单;不预测涨跌,不保证收益.
""".strip()
SUPERVISOR_SYSTEM = """
你是交易监管值班员职责是防止过度交易与频繁手动操作用中文短句克制语气
你是交易监管值班员,职责是防止过度交易与频繁手动操作.用中文,短句,克制语气.
规则
- 只依据提供的结构化事件与账户快照说话禁止预测涨跌保证收益
- **手动平仓中控平仓新开仓**指出频率间隔是否偏急提醒休息不训斥
- **程序止盈/程序止损**肯定按计划执行鼓励保持纪律提醒别立刻反手再开
- 不替用户做决定不暗示绕过实例冷静期/日冻结
- 每次 1~3 句必须写完整禁止长清单和「第1点第2点」
- 实例已进入冷静期/日冻结时明确说明状态建议暂停手动开平
规则:
- 只依据提供的结构化事件与账户快照说话;禁止预测涨跌,保证收益.
- **手动平仓,中控平仓,新开仓**:指出频率,间隔,是否偏急;提醒休息,不训斥.
- **程序止盈/程序止损**:肯定按计划执行,鼓励保持纪律,提醒别立刻反手再开.
- 不替用户做决定,不暗示绕过实例冷静期/日冻结.
- 每次 1~3 句,必须写完整;禁止长清单和「第1点第2点」.
- 实例已进入冷静期/日冻结时,明确说明状态,建议暂停手动开平.
""".strip()
@@ -200,11 +200,11 @@ def build_supervisor_ai_prompt(
"【监管事件】",
str(event or {}),
"【当前多账户快照】",
(context_text or "(无)").strip(),
(context_text or "(无)").strip(),
]
if warn_lines.strip():
parts.extend(["【已触发频率警告】", warn_lines.strip()])
parts.append("请给出 1~3 句监管评语")
parts.append("请给出 1~3 句监管评语:")
return "\n\n".join(parts)
@@ -220,7 +220,7 @@ def build_supervisor_chat_prompt(
parts.extend(["【今日监管对话】", history_lines.strip()])
parts.extend([
"【当前多账户快照】",
(context_text or "(无)").strip(),
(context_text or "(无)").strip(),
"【用户现在说】",
user_message.strip(),
])
@@ -236,9 +236,9 @@ def build_archive_quote_review_prompt(
parts = [
f"【复盘交易日】{quote_date}",
ARCHIVE_QUOTE_REVIEW_INSTRUCTION,
"【该日交易记录内照明心档案用户不可见此段",
(archive_trades_text or "该日无交易记录").strip(),
"【用户复盘语录对话框已展示请优先回应",
"【该日交易记录(内照明心档案,用户不可见此段)",
(archive_trades_text or "(该日无交易记录)").strip(),
"【用户复盘语录(对话框已展示,请优先回应)",
user_message.strip(),
]
return "\n\n".join(parts)
+4 -4
View File
@@ -1,4 +1,4 @@
"""聊天滚动摘要每轮后压缩历史续聊只带摘要 + 当前消息"""
"""聊天滚动摘要:每轮后压缩历史,续聊只带摘要 + 当前消息."""
from __future__ import annotations
from hub_ai.text_util import clip_text, is_ai_error_reply
@@ -24,7 +24,7 @@ def refresh_session_rolling_summary(
assistant_text: str,
bot_mode: str,
) -> str:
"""合并旧摘要与本轮对话生成新的短摘要并写入会话"""
"""合并旧摘要与本轮对话,生成新的短摘要并写入会话."""
user_clip = clip_text(user_text, 1200)
assistant_clip = clip_text(assistant_text, 1800)
if not user_clip and not assistant_clip:
@@ -63,7 +63,7 @@ def _fallback_summary(prior: str, user_text: str, assistant_text: str) -> str:
if prior.strip():
parts.append(prior.strip())
if user_text.strip():
parts.append(f"用户{clip_text(user_text, 200)}")
parts.append(f"用户:{clip_text(user_text, 200)}")
if assistant_text.strip():
parts.append(f"教练{clip_text(assistant_text, 280)}")
parts.append(f"教练:{clip_text(assistant_text, 280)}")
return clip_text("\n".join(parts), CHAT_ROLLING_SUMMARY_MAX_CHARS)
+200 -200
View File
@@ -1,200 +1,200 @@
"""中控 AI FastAPI 路由"""
from __future__ import annotations
import asyncio
from typing import Callable
from fastapi import APIRouter, Body, File, Form, HTTPException, UploadFile
from pydantic import BaseModel, Field
from hub_ai.archive_quote import send_archive_quote_review
from hub_ai.chat import (
get_chat_state,
remove_chat_session,
send_chat_message,
start_new_chat,
switch_chat_session,
)
from hub_ai.client import model_label
from hub_ai.config import trading_day_reset_hour
from hub_ai.context import build_daily_context
from hub_ai.store import get_latest_summary, list_summaries
from hub_ai.supervisor import send_supervisor_chat
from hub_ai.supervisor_store import get_supervisor_session_state
from hub_ai.summary import generate_daily_summary
from lib.hub.hub_trades_lib import current_trading_day
from settings_store import normalize_supervisor_settings
class ChatSendBody(BaseModel):
message: str = ""
trading_day: str = ""
class SummaryGenerateBody(BaseModel):
trading_day: str = ""
force: bool = False
class ChatNewBody(BaseModel):
trading_day: str = ""
bot_mode: str = "trading"
class ChatSwitchBody(BaseModel):
session_id: str = Field(..., min_length=1)
class ArchiveQuoteChatBody(BaseModel):
quote_date: str = ""
content: str = ""
class SupervisorChatBody(BaseModel):
message: str = ""
trading_day: str = ""
def create_hub_ai_router(*, load_all_exchanges: Callable[[], list]) -> APIRouter:
router = APIRouter(prefix="/api/ai", tags=["hub-ai"])
def _day(raw: str = "") -> str:
d = (raw or "").strip()[:10]
return d or current_trading_day(reset_hour=trading_day_reset_hour())
@router.get("/meta")
def api_ai_meta():
return {
"ok": True,
"model": model_label(),
"trading_day_reset_hour": trading_day_reset_hour(),
"trading_day": current_trading_day(reset_hour=trading_day_reset_hour()),
"storage": {
"summaries": "hub_ai_summaries.json",
"chat": "hub_ai_chat.json",
},
}
@router.get("/context")
def api_ai_context(trading_day: str = ""):
exchanges = load_all_exchanges()
ctx = build_daily_context(exchanges, trading_day=_day(trading_day))
return {"ok": True, **ctx}
@router.get("/summary")
def api_ai_summary_list(trading_day: str = ""):
day = _day(trading_day) if trading_day.strip() else ""
items = list_summaries(trading_day=day or None, limit=20)
latest = get_latest_summary(_day(trading_day)) if trading_day.strip() else (
items[0] if items else None
)
return {
"ok": True,
"trading_day": _day(trading_day) if trading_day.strip() else None,
"summaries": items,
"latest": latest,
"model": model_label(),
}
@router.post("/summary/generate")
def api_ai_summary_generate(body: SummaryGenerateBody = SummaryGenerateBody()):
exchanges = load_all_exchanges()
result = generate_daily_summary(
exchanges,
trading_day=_day(body.trading_day) if body.trading_day.strip() else None,
force=bool(body.force),
)
if not result.get("ok"):
raise HTTPException(status_code=502, detail=result.get("msg") or "生成失败")
result.pop("context", None)
return result
@router.get("/chat/session")
def api_ai_chat_session():
state = get_chat_state()
return {"ok": True, **state, "model": model_label()}
@router.post("/chat/new")
def api_ai_chat_new(body: ChatNewBody = ChatNewBody()):
day = _day(body.trading_day)
return start_new_chat(trading_day=day, bot_mode=body.bot_mode or "trading")
@router.post("/chat/switch")
def api_ai_chat_switch(body: ChatSwitchBody):
try:
return switch_chat_session(body.session_id.strip())
except KeyError:
raise HTTPException(status_code=404, detail="会话不存在")
@router.delete("/chat/session/{session_id}")
def api_ai_chat_delete(session_id: str):
result = remove_chat_session(session_id.strip())
if not result.get("ok"):
raise HTTPException(status_code=404, detail="会话不存在")
return result
@router.post("/chat/archive-quote")
def api_ai_chat_archive_quote(body: ArchiveQuoteChatBody = Body(...)):
result = send_archive_quote_review(
quote_date=body.quote_date,
content=body.content,
)
if not result.get("ok"):
raise HTTPException(status_code=502, detail=result.get("msg") or "发送失败")
return result
@router.post("/chat/send")
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 = await asyncio.to_thread(
send_chat_message,
exchanges,
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")
return result
@router.get("/supervisor/session")
def api_ai_supervisor_session(trading_day: str = ""):
day = _day(trading_day)
return get_supervisor_session_state(day)
@router.get("/supervisor/rules")
def api_ai_supervisor_rules():
from settings_store import load_settings
cfg = normalize_supervisor_settings(load_settings().get("supervisor"))
return {"ok": True, "supervisor": cfg}
@router.post("/supervisor/chat/send")
def api_ai_supervisor_chat_send(body: SupervisorChatBody = SupervisorChatBody()):
exchanges = load_all_exchanges()
result = send_supervisor_chat(
exchanges,
body.message,
trading_day=_day(body.trading_day) if body.trading_day.strip() else None,
)
if not result.get("ok"):
raise HTTPException(status_code=502, detail=result.get("msg") or "发送失败")
return result
return router
"""中控 AI FastAPI 路由."""
from __future__ import annotations
import asyncio
from typing import Callable
from fastapi import APIRouter, Body, File, Form, HTTPException, UploadFile
from pydantic import BaseModel, Field
from hub_ai.archive_quote import send_archive_quote_review
from hub_ai.chat import (
get_chat_state,
remove_chat_session,
send_chat_message,
start_new_chat,
switch_chat_session,
)
from hub_ai.client import model_label
from hub_ai.config import trading_day_reset_hour
from hub_ai.context import build_daily_context
from hub_ai.store import get_latest_summary, list_summaries
from hub_ai.supervisor import send_supervisor_chat
from hub_ai.supervisor_store import get_supervisor_session_state
from hub_ai.summary import generate_daily_summary
from lib.hub.hub_trades_lib import current_trading_day
from settings_store import normalize_supervisor_settings
class ChatSendBody(BaseModel):
message: str = ""
trading_day: str = ""
class SummaryGenerateBody(BaseModel):
trading_day: str = ""
force: bool = False
class ChatNewBody(BaseModel):
trading_day: str = ""
bot_mode: str = "trading"
class ChatSwitchBody(BaseModel):
session_id: str = Field(..., min_length=1)
class ArchiveQuoteChatBody(BaseModel):
quote_date: str = ""
content: str = ""
class SupervisorChatBody(BaseModel):
message: str = ""
trading_day: str = ""
def create_hub_ai_router(*, load_all_exchanges: Callable[[], list]) -> APIRouter:
router = APIRouter(prefix="/api/ai", tags=["hub-ai"])
def _day(raw: str = "") -> str:
d = (raw or "").strip()[:10]
return d or current_trading_day(reset_hour=trading_day_reset_hour())
@router.get("/meta")
def api_ai_meta():
return {
"ok": True,
"model": model_label(),
"trading_day_reset_hour": trading_day_reset_hour(),
"trading_day": current_trading_day(reset_hour=trading_day_reset_hour()),
"storage": {
"summaries": "hub_ai_summaries.json",
"chat": "hub_ai_chat.json",
},
}
@router.get("/context")
def api_ai_context(trading_day: str = ""):
exchanges = load_all_exchanges()
ctx = build_daily_context(exchanges, trading_day=_day(trading_day))
return {"ok": True, **ctx}
@router.get("/summary")
def api_ai_summary_list(trading_day: str = ""):
day = _day(trading_day) if trading_day.strip() else ""
items = list_summaries(trading_day=day or None, limit=20)
latest = get_latest_summary(_day(trading_day)) if trading_day.strip() else (
items[0] if items else None
)
return {
"ok": True,
"trading_day": _day(trading_day) if trading_day.strip() else None,
"summaries": items,
"latest": latest,
"model": model_label(),
}
@router.post("/summary/generate")
def api_ai_summary_generate(body: SummaryGenerateBody = SummaryGenerateBody()):
exchanges = load_all_exchanges()
result = generate_daily_summary(
exchanges,
trading_day=_day(body.trading_day) if body.trading_day.strip() else None,
force=bool(body.force),
)
if not result.get("ok"):
raise HTTPException(status_code=502, detail=result.get("msg") or "生成失败")
result.pop("context", None)
return result
@router.get("/chat/session")
def api_ai_chat_session():
state = get_chat_state()
return {"ok": True, **state, "model": model_label()}
@router.post("/chat/new")
def api_ai_chat_new(body: ChatNewBody = ChatNewBody()):
day = _day(body.trading_day)
return start_new_chat(trading_day=day, bot_mode=body.bot_mode or "trading")
@router.post("/chat/switch")
def api_ai_chat_switch(body: ChatSwitchBody):
try:
return switch_chat_session(body.session_id.strip())
except KeyError:
raise HTTPException(status_code=404, detail="会话不存在")
@router.delete("/chat/session/{session_id}")
def api_ai_chat_delete(session_id: str):
result = remove_chat_session(session_id.strip())
if not result.get("ok"):
raise HTTPException(status_code=404, detail="会话不存在")
return result
@router.post("/chat/archive-quote")
def api_ai_chat_archive_quote(body: ArchiveQuoteChatBody = Body(...)):
result = send_archive_quote_review(
quote_date=body.quote_date,
content=body.content,
)
if not result.get("ok"):
raise HTTPException(status_code=502, detail=result.get("msg") or "发送失败")
return result
@router.post("/chat/send")
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 = await asyncio.to_thread(
send_chat_message,
exchanges,
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")
return result
@router.get("/supervisor/session")
def api_ai_supervisor_session(trading_day: str = ""):
day = _day(trading_day)
return get_supervisor_session_state(day)
@router.get("/supervisor/rules")
def api_ai_supervisor_rules():
from settings_store import load_settings
cfg = normalize_supervisor_settings(load_settings().get("supervisor"))
return {"ok": True, "supervisor": cfg}
@router.post("/supervisor/chat/send")
def api_ai_supervisor_chat_send(body: SupervisorChatBody = SupervisorChatBody()):
exchanges = load_all_exchanges()
result = send_supervisor_chat(
exchanges,
body.message,
trading_day=_day(body.trading_day) if body.trading_day.strip() else None,
)
if not result.get("ok"):
raise HTTPException(status_code=502, detail=result.get("msg") or "发送失败")
return result
return router
+1 -1
View File
@@ -1,4 +1,4 @@
"""中控 AIJSON 持久化与 hub_settings.json 同目录)。"""
"""中控 AI:JSON 持久化(与 hub_settings.json 同目录)."""
from __future__ import annotations
import json
+1 -1
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@@ -1,4 +1,4 @@
"""中控 AI今日总结生成"""
"""中控 AI:今日总结生成."""
from __future__ import annotations
from typing import Any
+125 -125
View File
@@ -1,125 +1,125 @@
"""交易监管AI 评语与用户回聊"""
from __future__ import annotations
import sys
from pathlib import Path
from typing import Any, Optional
_REPO_ROOT = Path(__file__).resolve().parents[2]
if str(_REPO_ROOT) not in sys.path:
sys.path.insert(0, str(_REPO_ROOT))
from lib.ai.ai_client import ai_generate # noqa: E402
from hub_ai.client import generate_text, model_label
from hub_ai.config import (
CHAT_MAX_OUTPUT_TOKENS,
CHAT_TEMPERATURE,
trading_day_reset_hour,
)
from hub_ai.context import build_chat_context, format_chat_context_for_chat, format_chat_position_overview
from hub_ai.prompts import SUPERVISOR_SYSTEM, build_supervisor_ai_prompt, build_supervisor_chat_prompt
from hub_ai.supervisor_store import (
append_supervisor_ai_message,
ensure_supervisor_session,
get_supervisor_session_state,
)
from hub_ai.store import append_chat_message
from hub_ai.text_util import is_ai_error_reply
from hub_supervisor_lib import build_supervisor_fallback_reply
from lib.hub.hub_trades_lib import current_trading_day
SUPERVISOR_AI_MAX_TOKENS = 320
def generate_supervisor_ai_reply(
*,
event: dict,
warnings: list[dict],
trading_day: str,
session_id: str,
exchanges: list[dict],
) -> str:
ctx = build_chat_context(exchanges, trading_day=trading_day)
brief = format_chat_position_overview(ctx) + "\n" + format_chat_context_for_chat(
ctx, max_chars=2400
)
user_prompt = build_supervisor_ai_prompt(
context_text=brief,
trading_day=trading_day,
event=event,
warnings=warnings,
)
prompt = f"{SUPERVISOR_SYSTEM.strip()}\n\n---\n\n{user_prompt.strip()}"
text = ai_generate(prompt, temperature=0.35, max_tokens=SUPERVISOR_AI_MAX_TOKENS)
text = str(text or "").strip()
if not text or is_ai_error_reply(text):
return build_supervisor_fallback_reply(event, warnings)
return text
def make_supervisor_ai_reply_fn(exchanges: list[dict]):
def _fn(*, event: dict, warnings: list[dict], trading_day: str, session_id: str) -> str:
return generate_supervisor_ai_reply(
event=event,
warnings=warnings or [],
trading_day=trading_day,
session_id=session_id,
exchanges=exchanges,
)
return _fn
def send_supervisor_chat(
exchanges: list[dict],
message: str,
*,
trading_day: str | None = None,
) -> dict[str, Any]:
text = (message or "").strip()
if not text:
return {"ok": False, "msg": "消息不能为空"}
day = (trading_day or "").strip()[:10] or current_trading_day(
reset_hour=trading_day_reset_hour()
)
session = ensure_supervisor_session(day)
sid = str(session.get("id") or "")
prior = session.get("messages") or []
ctx = build_chat_context(exchanges, trading_day=day)
brief = format_chat_context_for_chat(ctx, max_chars=6000)
recent = []
for m in prior[-8:]:
role = m.get("role")
if role not in ("user", "assistant", "system"):
continue
label = {"user": "用户", "assistant": "监管", "system": "系统"}.get(role, role)
recent.append(f"{label}{str(m.get('content') or '').strip()}")
user_prompt = build_supervisor_chat_prompt(
context_text=brief,
trading_day=day,
history_lines="\n".join(recent),
user_message=text,
)
reply = generate_text(
system=SUPERVISOR_SYSTEM,
user=user_prompt,
temperature=min(0.4, CHAT_TEMPERATURE),
max_tokens=min(768, CHAT_MAX_OUTPUT_TOKENS),
max_continuations=1,
)
reply = str(reply or "").strip()
if not reply or is_ai_error_reply(reply):
return {"ok": False, "msg": "AI 暂时不可用请稍后再试", "session_id": sid}
append_chat_message(sid, "user", text)
session = append_supervisor_ai_message(sid, reply)
state = get_supervisor_session_state(day)
return {
"ok": True,
"trading_day": day,
"session": session,
"reply": reply,
"model": model_label(),
"message_count": state.get("message_count"),
"unread_system": state.get("unread_system"),
}
"""交易监管:AI 评语与用户回聊."""
from __future__ import annotations
import sys
from pathlib import Path
from typing import Any, Optional
_REPO_ROOT = Path(__file__).resolve().parents[2]
if str(_REPO_ROOT) not in sys.path:
sys.path.insert(0, str(_REPO_ROOT))
from lib.ai.ai_client import ai_generate # noqa: E402
from hub_ai.client import generate_text, model_label
from hub_ai.config import (
CHAT_MAX_OUTPUT_TOKENS,
CHAT_TEMPERATURE,
trading_day_reset_hour,
)
from hub_ai.context import build_chat_context, format_chat_context_for_chat, format_chat_position_overview
from hub_ai.prompts import SUPERVISOR_SYSTEM, build_supervisor_ai_prompt, build_supervisor_chat_prompt
from hub_ai.supervisor_store import (
append_supervisor_ai_message,
ensure_supervisor_session,
get_supervisor_session_state,
)
from hub_ai.store import append_chat_message
from hub_ai.text_util import is_ai_error_reply
from hub_supervisor_lib import build_supervisor_fallback_reply
from lib.hub.hub_trades_lib import current_trading_day
SUPERVISOR_AI_MAX_TOKENS = 320
def generate_supervisor_ai_reply(
*,
event: dict,
warnings: list[dict],
trading_day: str,
session_id: str,
exchanges: list[dict],
) -> str:
ctx = build_chat_context(exchanges, trading_day=trading_day)
brief = format_chat_position_overview(ctx) + "\n" + format_chat_context_for_chat(
ctx, max_chars=2400
)
user_prompt = build_supervisor_ai_prompt(
context_text=brief,
trading_day=trading_day,
event=event,
warnings=warnings,
)
prompt = f"{SUPERVISOR_SYSTEM.strip()}\n\n---\n\n{user_prompt.strip()}"
text = ai_generate(prompt, temperature=0.35, max_tokens=SUPERVISOR_AI_MAX_TOKENS)
text = str(text or "").strip()
if not text or is_ai_error_reply(text):
return build_supervisor_fallback_reply(event, warnings)
return text
def make_supervisor_ai_reply_fn(exchanges: list[dict]):
def _fn(*, event: dict, warnings: list[dict], trading_day: str, session_id: str) -> str:
return generate_supervisor_ai_reply(
event=event,
warnings=warnings or [],
trading_day=trading_day,
session_id=session_id,
exchanges=exchanges,
)
return _fn
def send_supervisor_chat(
exchanges: list[dict],
message: str,
*,
trading_day: str | None = None,
) -> dict[str, Any]:
text = (message or "").strip()
if not text:
return {"ok": False, "msg": "消息不能为空"}
day = (trading_day or "").strip()[:10] or current_trading_day(
reset_hour=trading_day_reset_hour()
)
session = ensure_supervisor_session(day)
sid = str(session.get("id") or "")
prior = session.get("messages") or []
ctx = build_chat_context(exchanges, trading_day=day)
brief = format_chat_context_for_chat(ctx, max_chars=6000)
recent = []
for m in prior[-8:]:
role = m.get("role")
if role not in ("user", "assistant", "system"):
continue
label = {"user": "用户", "assistant": "监管", "system": "系统"}.get(role, role)
recent.append(f"{label}:{str(m.get('content') or '').strip()}")
user_prompt = build_supervisor_chat_prompt(
context_text=brief,
trading_day=day,
history_lines="\n".join(recent),
user_message=text,
)
reply = generate_text(
system=SUPERVISOR_SYSTEM,
user=user_prompt,
temperature=min(0.4, CHAT_TEMPERATURE),
max_tokens=min(768, CHAT_MAX_OUTPUT_TOKENS),
max_continuations=1,
)
reply = str(reply or "").strip()
if not reply or is_ai_error_reply(reply):
return {"ok": False, "msg": "AI 暂时不可用,请稍后再试", "session_id": sid}
append_chat_message(sid, "user", text)
session = append_supervisor_ai_message(sid, reply)
state = get_supervisor_session_state(day)
return {
"ok": True,
"trading_day": day,
"session": session,
"reply": reply,
"model": model_label(),
"message_count": state.get("message_count"),
"unread_system": state.get("unread_system"),
}
@@ -1,4 +1,4 @@
"""交易监管专用会话今日长会话bot_mode=supervisor)。"""
"""交易监管专用会话(今日长会话,bot_mode=supervisor)."""
from __future__ import annotations
from typing import Any, Optional
+1 -1
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@@ -1,4 +1,4 @@
"""中控 AI 文本小工具"""
"""中控 AI 文本小工具."""
def is_ai_error_reply(text: str) -> bool: