feat(hub): add AI coach page with daily summary and chat

Aggregate four-account trades via hub_ai module and /api/hub/trades/today; store sessions in JSON; default OpenAI config matches instances.

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

.gitignore

@@ -16,6 +16,8 @@
 **/.env.bak
 **/.env.local
 manual_trading_hub/hub_settings.json
+manual_trading_hub/hub_ai_summaries.json
+manual_trading_hub/hub_ai_chat.json
 manual_trading_hub/data/
 
 # 数据库与上传（运行时生成）

hub_bridge.py

@@ -401,6 +401,48 @@ def register_hub_routes(app):
             )
         )
 
+    @app.route("/api/hub/trades/today")
+    @_hub_auth_required
+    def api_hub_trades_today():
+        """中控 AI：当日已平仓记录（按实例交易日）。"""
+        from hub_trades_lib import (
+            current_trading_day,
+            fetch_trades_for_trading_day,
+            summarize_trades,
+        )
+
+        c = _ctx()
+        get_db = c.get("get_db")
+        if not get_db:
+            return jsonify({"ok": False, "msg": "HUB_CTX 缺少 get_db"}), 500
+        day_arg = (request.args.get("trading_day") or request.args.get("date") or "").strip()[:10]
+        try:
+            import os
+
+            reset_hour = int(os.getenv("TRADING_DAY_RESET_HOUR", "8") or "8")
+        except ValueError:
+            reset_hour = 8
+        trading_day = day_arg or current_trading_day(reset_hour=reset_hour)
+        conn = get_db()
+        try:
+            trades = fetch_trades_for_trading_day(
+                conn,
+                trading_day,
+                row_to_dict_fn=c.get("row_to_dict"),
+            )
+        finally:
+            conn.close()
+        stats = summarize_trades(trades)
+        return jsonify(
+            {
+                "ok": True,
+                "trading_day": trading_day,
+                "trading_day_reset_hour": reset_hour,
+                "trades": trades,
+                "stats": stats,
+            }
+        )
+
     @app.route("/api/hub/ohlcv")
     @_hub_auth_required
     def api_hub_ohlcv():

hub_trades_lib.py

@@ -0,0 +1,120 @@
+"""各实例当日平仓记录查询（供 hub_bridge /api/hub/trades/today 与中控 AI 聚合）。"""
+from __future__ import annotations
+
+from datetime import datetime, timedelta
+from typing import Any, Callable, Optional
+
+
+def trading_day_from_dt(dt: datetime, reset_hour: int = 8) -> str:
+    """与实例 get_trading_day 一致：小时 < reset_hour 归属上一日历日。"""
+    if dt.hour < reset_hour:
+        dt = dt - timedelta(days=1)
+    return dt.strftime("%Y-%m-%d")
+
+
+def current_trading_day(*, now: datetime | None = None, reset_hour: int = 8) -> str:
+    return trading_day_from_dt(now or datetime.now(), reset_hour)
+
+
+def _row_dict(row, row_to_dict: Optional[Callable] = None) -> dict:
+    if row is None:
+        return {}
+    if row_to_dict:
+        try:
+            return dict(row_to_dict(row))
+        except Exception:
+            pass
+    try:
+        keys = row.keys() if hasattr(row, "keys") else ()
+        if keys:
+            return {k: row[k] for k in keys}
+    except Exception:
+        pass
+    try:
+        return dict(row)
+    except Exception:
+        return {}
+
+
+def fetch_trades_for_trading_day(
+    conn,
+    trading_day: str,
+    *,
+    row_to_dict_fn: Optional[Callable] = None,
+    limit: int = 200,
+) -> list[dict[str, Any]]:
+    """返回指定交易日的已平仓记录（优先 session_date，否则 closed_at 日期）。"""
+    day = (trading_day or "").strip()[:10]
+    if not day:
+        return []
+    lim = max(1, min(int(limit or 200), 500))
+    rows = conn.execute(
+        f"""
+        SELECT symbol, exchange_symbol, direction, result, pnl_amount,
+               closed_at, opened_at, session_date, monitor_type,
+               actual_rr, planned_rr, trade_style, entry_reason
+        FROM trade_records
+        WHERE (
+            (session_date IS NOT NULL AND TRIM(session_date) != '' AND session_date = ?)
+            OR (
+                (session_date IS NULL OR TRIM(session_date) = '')
+                AND closed_at IS NOT NULL AND TRIM(closed_at) != ''
+                AND substr(closed_at, 1, 10) = ?
+            )
+        )
+        AND result IS NOT NULL AND TRIM(result) != ''
+        ORDER BY COALESCE(closed_at, opened_at) ASC
+        LIMIT ?
+        """,
+        (day, day, lim),
+    ).fetchall()
+    out: list[dict[str, Any]] = []
+    for row in rows:
+        d = _row_dict(row, row_to_dict_fn)
+        try:
+            pnl = float(d.get("pnl_amount") or 0)
+        except (TypeError, ValueError):
+            pnl = 0.0
+        out.append(
+            {
+                "symbol": d.get("symbol"),
+                "exchange_symbol": d.get("exchange_symbol"),
+                "direction": d.get("direction"),
+                "result": d.get("result"),
+                "pnl_amount": round(pnl, 4),
+                "closed_at": d.get("closed_at"),
+                "opened_at": d.get("opened_at"),
+                "session_date": d.get("session_date"),
+                "monitor_type": d.get("monitor_type"),
+                "actual_rr": d.get("actual_rr"),
+                "planned_rr": d.get("planned_rr"),
+                "trade_style": d.get("trade_style"),
+                "entry_reason": d.get("entry_reason"),
+            }
+        )
+    return out
+
+
+def summarize_trades(trades: list[dict]) -> dict[str, Any]:
+    """单笔列表 → 笔数 / 盈亏 / 胜败统计。"""
+    total_pnl = 0.0
+    win = loss = flat = 0
+    for t in trades or []:
+        try:
+            pnl = float(t.get("pnl_amount") or 0)
+        except (TypeError, ValueError):
+            pnl = 0.0
+        total_pnl += pnl
+        if pnl > 1e-9:
+            win += 1
+        elif pnl < -1e-9:
+            loss += 1
+        else:
+            flat += 1
+    return {
+        "closed_count": len(trades or []),
+        "win_count": win,
+        "loss_count": loss,
+        "flat_count": flat,
+        "total_pnl_u": round(total_pnl, 4),
+    }

manual_trading_hub/.env.example

@@ -80,3 +80,20 @@ HUB_TRUST_LAN=true
 # EXCHANGE=binance
 # PORT=15200
 # HOST=127.0.0.1
+
+# ---------- 中控 AI 教练（/ai，模块 hub_ai/，存 hub_ai_*.json）----------
+# 与四实例相同变量名；默认 OpenAI 兼容网关（改 AI_PROVIDER=ollama 可走本机 Ollama）
+# 详见 manual_trading_hub/AI教练说明.md 与仓库根 AI复盘与模型配置说明.md
+AI_TIMEOUT_SECONDS=120
+
+# AI 提供方：openai（默认，OpenAI 兼容网关）| ollama（本机 Ollama）
+AI_PROVIDER=openai
+OPENAI_API_BASE=https://op.bz121.com/v1
+OPENAI_API_KEY=你的密钥
+OPENAI_MODEL=gemma4:e4b
+# 本机 Ollama（AI_PROVIDER=ollama 时使用）
+OLLAMA_API=http://127.0.0.1:11434/api/generate
+AI_MODEL=huihui_ai/deepseek-r1-abliterated:latest
+
+# 交易日切分（与四实例 TRADING_DAY_RESET_HOUR 一致，定义「今日总结」的日期）
+TRADING_DAY_RESET_HOUR=8

manual_trading_hub/AI教练说明.md

@@ -0,0 +1,62 @@
+# 中控 AI 教练说明
+
+中控 **AI 教练**（`/ai`）与四实例 `/records` 里的 **AI 复盘** 分离：模块在 `manual_trading_hub/hub_ai/`，数据存同目录 JSON。
+
+## 能力
+
+| 功能 | 说明 |
+|------|------|
+| **今日总结** | 聚合四户（含未启用 →「未监控」）当日平仓、持仓浮盈亏、连接状态；语气偏冷、台账式 |
+| **AI 聊天** | 单会话直到点「新开对话」；口语化、安慰体贴、轻修正；注入监控快照与今日总结摘要 |
+
+## 存储
+
+与 `hub_settings.json` 同目录（`manual_trading_hub/`）：
+
+- `hub_ai_summaries.json` — 历史总结
+- `hub_ai_chat.json` — 聊天会话（`active_session_id` 指向当前会话）
+
+升级 / 迁移时请一并备份（见 [本地数据迁移到云端.md](./本地数据迁移到云端.md)）。
+
+## 模型配置
+
+在 **`manual_trading_hub/.env`** 配置，**变量名与四实例完全相同**；中控 `hub_ai/client.py` 共用仓库根 `ai_client.py`，**默认也是 OpenAI 兼容网关**（`AI_PROVIDER=openai`），与你在四所 `.env` 里配的那套一致即可。
+
+**推荐（与四实例默认一致）：**
+
+```env
+AI_PROVIDER=openai
+OPENAI_API_BASE=https://op.bz121.com/v1
+OPENAI_API_KEY=你的密钥
+OPENAI_MODEL=gemma4:e4b
+
+# 本机 Ollama 备用（仅当 AI_PROVIDER=ollama 时生效）
+OLLAMA_API=http://127.0.0.1:11434/api/generate
+AI_MODEL=huihui_ai/deepseek-r1-abliterated:latest
+```
+
+改走本机无限制模型时，将 `AI_PROVIDER=ollama`，并填好 `OLLAMA_API` / `AI_MODEL`；`OPENAI_*` 可保留不动。
+
+总结与聊天使用**同一模型**（同一套 `OPENAI_MODEL` 或 `AI_MODEL`）；总结 temperature≈0.15，聊天≈0.5。
+
+可选：`TRADING_DAY_RESET_HOUR=8`（与实例一致，定义「今日」交易日）。
+
+## 依赖接口
+
+中控通过 HTTP 拉取各实例：
+
+- `GET /api/hub/monitor`（已有）
+- `GET /api/hub/trades/today?trading_day=YYYY-MM-DD`（`hub_bridge` 注册，需四实例更新代码并重启）
+
+子代理 `GET /status` 提供持仓与余额。
+
+## 与实例 AI 复盘的分工
+
+| | 中控 AI 教练 | 实例 AI 复盘 |
+|--|-------------|-------------|
+| 入口 | `/ai` | 各所 `/records` |
+| 数据 | 四户聚合 | 单户 `journal_entries` |
+| 语气 | 总结冷 / 聊天搭档 | 结构化教练报告 |
+| 代码 | `hub_ai/*` | `ai_review_lib` + 各 `app.py` |
+
+详见仓库根 [AI复盘与模型配置说明.md](../AI复盘与模型配置说明.md)（实例侧）。

manual_trading_hub/README.md

@@ -1,6 +1,6 @@
 # 复盘系统中控（manual_trading_hub）
 
-> **完整说明**：[使用说明.md](./使用说明.md) · **行情区**：[行情区说明.md](./行情区说明.md) · **部署**：[部署文档.md](./部署文档.md) · **云服务器**：[云服务器部署说明.md](./云服务器部署说明.md) · **本地→云端迁移**：[本地数据迁移到云端.md](./本地数据迁移到云端.md) · **局域网/反代**：[局域网与反代部署说明.md](./局域网与反代部署说明.md) · **故障**：[常见问题.md](./常见问题.md)
+> **完整说明**：[使用说明.md](./使用说明.md) · **AI 教练**：[AI教练说明.md](./AI教练说明.md) · **行情区**：[行情区说明.md](./行情区说明.md) · **部署**：[部署文档.md](./部署文档.md) · **云服务器**：[云服务器部署说明.md](./云服务器部署说明.md) · **本地→云端迁移**：[本地数据迁移到云端.md](./本地数据迁移到云端.md) · **局域网/反代**：[局域网与反代部署说明.md](./局域网与反代部署说明.md) · **故障**：[常见问题.md](./常见问题.md)
 
 多账户 **监控聚合 + 紧急全平**；**不在中控网页下单**。人工下单、关键位、**策略交易**（`/strategy`）、复盘请在各 `crypto_monitor_*` 实例网页操作（监控卡片 **「实例」** / **「复盘」**）。**增加子账户**见 [使用说明 §4.3](./使用说明.md#43-增加账户例如再挂一个-gate)。
 
@@ -12,6 +12,7 @@
 |------|------|
 | 监控区 | 持仓、余额、关键位摘要、趋势计划、机器人单（只读） |
 | 行情区 | K 线（多周期、本地缓存、技术指标、从监控跳转持仓线） |
+| **AI 教练** | 四户今日总结 + 口语化聊天（`/ai`；见 [AI教练说明.md](./AI教练说明.md)） |
 | 紧急全平 | 单户 / 全局市价减仓 |
 | 系统设置 | `hub_settings.json` 管理 URL、启用、**监控关键位 / 监控趋势计划**（不控制策略交易页） |
 | Web 登录 | `.env` 设 `HUB_PASSWORD` 后用户名+密码保护（反代公网**务必**配置） |
@@ -22,7 +23,7 @@
 ## 架构
 
 ```
-浏览器 → hub.py (:5100)  监控 / 行情 / 设置 / 登录
+浏览器 → hub.py (:5100)  监控 / 行情 / **AI 教练** / 设置 / 登录
             ├→ agent.py × N (:15200～15203)  持仓、全平
             └→ 各 Flask (:5000/5001/5002/5004)  /api/hub/monitor 只读聚合
 ```

manual_trading_hub/hub.py

@@ -77,7 +77,7 @@ _allow_pub_raw = (os.getenv("HUB_ALLOW_PUBLIC") or "").strip().lower()
 # 云服务器 + 域名反代时设为 true：不做 IP 限制，仅靠 HUB_PASSWORD / 登录页保护
 HUB_ALLOW_PUBLIC = _allow_pub_raw in ("1", "true", "yes", "on")
 DIR = Path(__file__).resolve().parent
-HUB_BUILD = "20260603-hub-board-sse"
+HUB_BUILD = "20260606-hub-ai"
 HUB_AGENT_TIMEOUT = float(os.getenv("HUB_AGENT_TIMEOUT", "8"))
 HUB_FLASK_TIMEOUT = float(os.getenv("HUB_FLASK_TIMEOUT", "10"))
 HUB_BOARD_TIMEOUT = float(os.getenv("HUB_BOARD_TIMEOUT", "45"))
@@ -362,11 +362,22 @@ def root_redirect():
 
 @app.get("/monitor")
 @app.get("/market")
+@app.get("/ai")
 @app.get("/settings")
 def shell_pages():
     return _shell_page()
 
 
+def _all_exchanges_for_ai() -> list:
+    """AI 聚合用：含未启用账户（标记未监控）。"""
+    return list(load_settings().get("exchanges") or [])
+
+
+from hub_ai.routes import create_hub_ai_router
+
+app.include_router(create_hub_ai_router(load_all_exchanges=_all_exchanges_for_ai))
+
+
 @app.get("/trade")
 def trade_removed_redirect():
     from fastapi.responses import RedirectResponse

manual_trading_hub/hub_ai/__init__.py

@@ -0,0 +1 @@
+"""中控 AI 模块：今日总结 + 交易员聊天（与实例 ai_review 分离）。"""

manual_trading_hub/hub_ai/chat.py

@@ -0,0 +1,88 @@
+"""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 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.prompts import CHAT_SYSTEM, build_chat_user_prompt
+from hub_ai.store import (
+    append_chat_message,
+    create_new_session,
+    ensure_active_session,
+    get_active_session,
+    load_chat_store,
+    summary_excerpt_for_chat,
+)
+
+
+def _history_lines(messages: list[dict], max_turns: int = CHAT_MAX_HISTORY_TURNS) -> 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"
+        lines.append(f"{role}：{m.get('content') or ''}")
+    return "\n".join(lines)
+
+
+def get_chat_state() -> dict[str, Any]:
+    store = load_chat_store()
+    session = get_active_session()
+    return {
+        "active_session_id": store.get("active_session_id"),
+        "session": session,
+        "model": model_label(),
+    }
+
+
+def start_new_chat(*, trading_day: str) -> dict:
+    session = create_new_session(trading_day=trading_day)
+    return {"ok": True, "session": session, "model": model_label()}
+
+
+def send_chat_message(
+    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"}
+
+    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)
+
+    brief_ctx = format_chat_context_brief(ctx)
+    excerpt = summary_excerpt_for_chat(day)
+
+    user_prompt = build_chat_user_prompt(
+        context_text=brief_ctx,
+        trading_day=day,
+        summary_excerpt=excerpt,
+        history_lines=history,
+        user_message=text,
+    )
+    reply = generate_text(
+        system=CHAT_SYSTEM,
+        user=user_prompt,
+        temperature=CHAT_TEMPERATURE,
+    )
+    if reply.startswith("AI 调用失败"):
+        return {"ok": False, "msg": reply, "session_id": sid}
+
+    session = append_chat_message(sid, "assistant", reply)
+    return {
+        "ok": True,
+        "trading_day": day,
+        "session": session,
+        "reply": reply,
+        "model": model_label(),
+    }

manual_trading_hub/hub_ai/client.py

@@ -0,0 +1,20 @@
+"""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
+
+_REPO_ROOT = Path(__file__).resolve().parents[2]
+if str(_REPO_ROOT) not in sys.path:
+    sys.path.insert(0, str(_REPO_ROOT))
+
+from ai_client import ai_generate, ai_provider_label  # noqa: E402
+
+
+def model_label() -> str:
+    return ai_provider_label()
+
+
+def generate_text(*, system: str, user: str, temperature: float) -> str:
+    prompt = f"{system.strip()}\n\n---\n\n{user.strip()}"
+    return ai_generate(prompt, temperature=temperature)

manual_trading_hub/hub_ai/config.py

@@ -0,0 +1,33 @@
+"""中控 AI 配置（读 hub .env，与实例同名 AI 变量）。"""
+from __future__ import annotations
+
+import os
+
+HUB_DIR = os.path.dirname(os.path.dirname(os.path.abspath(__file__)))
+
+SUMMARY_TEMPERATURE = 0.15
+CHAT_TEMPERATURE = 0.5
+CHAT_MAX_HISTORY_TURNS = 20
+SUMMARY_RETENTION_DAYS = 90
+CHAT_SESSION_RETENTION_DAYS = 60
+
+
+def trading_day_reset_hour() -> int:
+    try:
+        return int(os.getenv("TRADING_DAY_RESET_HOUR", "8") or "8")
+    except ValueError:
+        return 8
+
+
+def hub_flask_timeout() -> float:
+    try:
+        return float(os.getenv("HUB_FLASK_TIMEOUT", "10") or "10")
+    except ValueError:
+        return 10.0
+
+
+def hub_agent_timeout() -> float:
+    try:
+        return float(os.getenv("HUB_AGENT_TIMEOUT", "8") or "8")
+    except ValueError:
+        return 8.0

manual_trading_hub/hub_ai/context.py

@@ -0,0 +1,278 @@
+"""中控 AI：四户数据聚合为结构化上下文。"""
+from __future__ import annotations
+
+import hashlib
+import json
+import os
+from typing import Any, Callable, Optional
+
+import httpx
+
+from hub_ai.config import hub_agent_timeout, hub_flask_timeout, trading_day_reset_hour
+from hub_trades_lib import current_trading_day, summarize_trades
+
+
+def _hub_token() -> str:
+    return (os.getenv("HUB_BRIDGE_TOKEN") or os.getenv("CONTROL_TOKEN") or "").strip()
+
+
+def _hub_headers() -> dict[str, str]:
+    tok = _hub_token()
+    return {"X-Hub-Token": tok} if tok else {}
+
+
+def _agent_headers() -> dict[str, str]:
+    tok = (os.getenv("CONTROL_TOKEN") or os.getenv("HUB_BRIDGE_TOKEN") or "").strip()
+    return {"X-Control-Token": tok} if tok else {}
+
+
+def _safe_float(v: Any) -> Optional[float]:
+    try:
+        if v is None or v == "":
+            return None
+        return float(v)
+    except (TypeError, ValueError):
+        return None
+
+
+def _position_float_pnl(pos: dict) -> float:
+    for key in ("unrealized_pnl", "unrealizedPnl", "upnl"):
+        v = _safe_float(pos.get(key))
+        if v is not None:
+            return v
+    return 0.0
+
+
+def _collect_open_issues(
+    *,
+    monitored: bool,
+    agent_ok: bool,
+    flask_ok: bool,
+    positions: list,
+    hub_mon: Optional[dict],
+    day_pnl: float,
+) -> list[str]:
+    issues: list[str] = []
+    if not monitored:
+        return issues
+    if not agent_ok:
+        issues.append("Agent 连接异常")
+    if not flask_ok:
+        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))
+    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:
+            issues.append("交易所有持仓但无本地 active 监控/趋势计划")
+    return issues
+
+
+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 ""
+    enabled = bool(ex.get("enabled"))
+    env_disabled = bool(ex.get("env_disabled"))
+    monitored = enabled and not env_disabled
+
+    base: dict[str, Any] = {
+        "id": ex.get("id"),
+        "key": key,
+        "name": name,
+        "enabled": enabled,
+        "env_disabled": env_disabled,
+        "status": "未监控" if not monitored else "已监控",
+        "trades": [],
+        "trade_stats": summarize_trades([]),
+        "positions": [],
+        "float_pnl_u": 0.0,
+        "balance_usdt": None,
+        "issues": [],
+        "agent_ok": False,
+        "flask_ok": False,
+        "hub_monitor": None,
+        "active_orders": 0,
+        "active_trends": 0,
+    }
+    if not monitored:
+        base["issues"] = []
+        return base
+
+    agent_url = (ex.get("agent_url") or "").rstrip("/")
+    flask_url = (ex.get("flask_url") or "").rstrip("/")
+    agent_body = None
+    if agent_url:
+        try:
+            r = client.get(
+                f"{agent_url}/status",
+                headers=_agent_headers(),
+                timeout=hub_agent_timeout(),
+            )
+            if r.status_code == 200:
+                agent_body = r.json()
+                base["agent_ok"] = True
+        except Exception as exc:
+            base["issues"].append(f"Agent: {exc}")
+
+    if isinstance(agent_body, dict):
+        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
+            )
+
+    hub_mon = None
+    if flask_url:
+        try:
+            r = client.get(
+                f"{flask_url}/api/hub/trades/today",
+                headers=_hub_headers(),
+                params={"trading_day": trading_day},
+                timeout=hub_flask_timeout(),
+            )
+            if r.status_code == 200:
+                trades_body = r.json()
+                if isinstance(trades_body, dict) and trades_body.get("ok"):
+                    base["trades"] = trades_body.get("trades") or []
+                    base["trade_stats"] = trades_body.get("stats") or summarize_trades(base["trades"])
+                    base["flask_ok"] = True
+        except Exception as exc:
+            base["issues"].append(f"成交接口: {exc}")
+
+        try:
+            r = client.get(
+                f"{flask_url}/api/hub/monitor",
+                headers=_hub_headers(),
+                timeout=hub_flask_timeout(),
+            )
+            if r.status_code == 200:
+                hub_mon = r.json()
+                if isinstance(hub_mon, dict) and hub_mon.get("ok") is not False:
+                    base["hub_monitor"] = hub_mon
+                    base["flask_ok"] = True
+                    base["active_orders"] = len(hub_mon.get("orders") or [])
+                    base["active_trends"] = len(hub_mon.get("trends") or [])
+        except Exception as exc:
+            if "成交接口" not in str(base["issues"]):
+                base["issues"].append(f"监控接口: {exc}")
+
+    if monitored and not base["agent_ok"] and not base["flask_ok"]:
+        base["status"] = "连接异常"
+    elif base["issues"]:
+        base["status"] = "已监控·需关注"
+
+    day_pnl = float((base.get("trade_stats") or {}).get("total_pnl_u") or 0)
+    base["issues"].extend(
+        _collect_open_issues(
+            monitored=monitored,
+            agent_ok=base["agent_ok"],
+            flask_ok=base["flask_ok"],
+            positions=base["positions"],
+            hub_mon=hub_mon if isinstance(hub_mon, dict) else None,
+            day_pnl=day_pnl,
+        )
+    )
+    base["issues"] = list(dict.fromkeys(base["issues"]))
+    return base
+
+
+def build_daily_context(
+    exchanges: list[dict],
+    *,
+    trading_day: Optional[str] = None,
+) -> dict[str, Any]:
+    day = (trading_day or "").strip()[:10] or current_trading_day(
+        reset_hour=trading_day_reset_hour()
+    )
+    accounts: list[dict] = []
+    with httpx.Client() as client:
+        for ex in exchanges or []:
+            accounts.append(_fetch_account_bundle(client, ex, day))
+
+    total_closed_pnl = 0.0
+    total_closed = total_win = total_loss = 0
+    total_float = 0.0
+    for ac in accounts:
+        if ac.get("status") == "未监控":
+            continue
+        st = ac.get("trade_stats") or {}
+        total_closed_pnl += float(st.get("total_pnl_u") or 0)
+        total_closed += int(st.get("closed_count") or 0)
+        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)
+
+    totals = {
+        "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),
+    }
+    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}
+
+
+def format_context_text(payload: dict) -> str:
+    lines = []
+    totals = payload.get("totals") 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"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"
+    )
+    lines.append("")
+    for ac in payload.get("accounts") or []:
+        st = ac.get("trade_stats") 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"（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')}")
+        positions = ac.get("positions") or []
+        if positions:
+            lines.append("持仓：")
+            for p in positions[:8]:
+                if not isinstance(p, dict):
+                    continue
+                sym = p.get("symbol") or "?"
+                side = p.get("side") or "?"
+                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 '?'}"
+                )
+        issues = ac.get("issues") or []
+        if issues:
+            lines.append("关注点：" + "；".join(issues))
+        lines.append("")
+    return "\n".join(lines).strip()
+
+
+def format_chat_context_brief(payload: dict, max_chars: int = 2500) -> str:
+    text = format_context_text(payload)
+    if len(text) <= max_chars:
+        return text
+    return text[: max_chars - 3].rstrip() + "..."

manual_trading_hub/hub_ai/prompts.py

@@ -0,0 +1,74 @@
+"""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。
+
+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。
+- 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）。
+- 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）
+
+**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
+
+**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」。
+
+**4. 数据说明**
+列出数据缺口（某户未启用、接口失败等）。
+""".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。
+
+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」。
+
+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。
+""".strip()
+
+
+def build_summary_user_prompt(context_text: str, trading_day: str) -> str:
+    return f"""
+交易日：{trading_day}
+
+以下为中控聚合的多账户数据（含未监控账户标记）：
+
+{context_text}
+""".strip()
+
+
+def build_chat_user_prompt(
+    *,
+    context_text: str,
+    trading_day: str,
+    summary_excerpt: str,
+    history_lines: str,
+    user_message: str,
+) -> str:
+    parts = [
+        f"【交易日】{trading_day}",
+        "【当前多账户快照】",
+        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()])
+    if history_lines.strip():
+        parts.extend(["【此前对话】", history_lines.strip()])
+    parts.extend(["【用户现在说】", user_message.strip()])
+    return "\n\n".join(parts)

manual_trading_hub/hub_ai/routes.py

@@ -0,0 +1,108 @@
+"""中控 AI FastAPI 路由。"""
+from __future__ import annotations
+
+from typing import Callable
+
+from fastapi import APIRouter, HTTPException
+from pydantic import BaseModel, Field
+
+from hub_ai.chat import get_chat_state, send_chat_message, start_new_chat
+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.summary import generate_daily_summary
+from hub_trades_lib import current_trading_day
+
+
+class ChatSendBody(BaseModel):
+    message: str = ""
+    trading_day: str = ""
+
+
+class SummaryGenerateBody(BaseModel):
+    trading_day: str = ""
+    force: bool = False
+
+
+class ChatNewBody(BaseModel):
+    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)
+
+    @router.post("/chat/send")
+    def api_ai_chat_send(body: ChatSendBody):
+        exchanges = load_all_exchanges()
+        result = send_chat_message(
+            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

manual_trading_hub/hub_ai/store.py

@@ -0,0 +1,195 @@
+"""中控 AI：JSON 持久化（与 hub_settings.json 同目录）。"""
+from __future__ import annotations
+
+import json
+import os
+import uuid
+from datetime import datetime, timedelta
+from pathlib import Path
+from typing import Any, Optional
+
+from hub_ai.config import CHAT_SESSION_RETENTION_DAYS, SUMMARY_RETENTION_DAYS
+
+HUB_DIR = Path(__file__).resolve().parent.parent
+SUMMARIES_PATH = HUB_DIR / "hub_ai_summaries.json"
+CHAT_PATH = HUB_DIR / "hub_ai_chat.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_json(path: Path, default: dict) -> dict:
+    if not path.is_file():
+        return dict(default)
+    try:
+        loaded = json.loads(path.read_text(encoding="utf-8"))
+        if isinstance(loaded, dict):
+            return loaded
+    except Exception:
+        pass
+    return dict(default)
+
+
+def _prune_summaries(items: list, *, keep_days: int) -> list:
+    cutoff = (datetime.now() - timedelta(days=max(1, keep_days))).strftime("%Y-%m-%d")
+    out = [x for x in items if str(x.get("trading_day") or "") >= cutoff]
+    return out[-500:]
+
+
+def _prune_chat_sessions(sessions: list, *, keep_days: int) -> list:
+    cutoff_dt = datetime.now() - timedelta(days=max(1, keep_days))
+    out = []
+    for s in sessions:
+        ts = str(s.get("updated_at") or s.get("created_at") or "")
+        try:
+            dt = datetime.strptime(ts[:19], "%Y-%m-%d %H:%M:%S")
+        except ValueError:
+            out.append(s)
+            continue
+        if dt >= cutoff_dt:
+            out.append(s)
+    return out[-50:]
+
+
+def load_summaries_store() -> dict:
+    return _load_json(SUMMARIES_PATH, {"version": 1, "summaries": []})
+
+
+def save_summaries_store(data: dict) -> None:
+    summaries = _prune_summaries(
+        list(data.get("summaries") or []),
+        keep_days=SUMMARY_RETENTION_DAYS,
+    )
+    _atomic_write(SUMMARIES_PATH, {"version": 1, "summaries": summaries})
+
+
+def append_summary(
+    *,
+    trading_day: str,
+    content_md: str,
+    model: str,
+    context_hash: str,
+    stats_snapshot: dict,
+) -> dict:
+    store = load_summaries_store()
+    row = {
+        "id": uuid.uuid4().hex,
+        "trading_day": trading_day,
+        "generated_at": _now_str(),
+        "model": model,
+        "context_hash": context_hash,
+        "content_md": content_md,
+        "stats_snapshot": stats_snapshot,
+    }
+    store.setdefault("summaries", []).append(row)
+    save_summaries_store(store)
+    return row
+
+
+def list_summaries(*, trading_day: Optional[str] = None, limit: int = 30) -> list[dict]:
+    store = load_summaries_store()
+    items = list(store.get("summaries") or [])
+    if trading_day:
+        items = [x for x in items if str(x.get("trading_day")) == trading_day]
+    items.sort(key=lambda x: str(x.get("generated_at") or ""), reverse=True)
+    return items[: max(1, min(limit, 100))]
+
+
+def get_latest_summary(trading_day: str) -> Optional[dict]:
+    rows = list_summaries(trading_day=trading_day, limit=1)
+    return rows[0] if rows else None
+
+
+def load_chat_store() -> dict:
+    default = {"version": 1, "sessions": [], "active_session_id": None}
+    data = _load_json(CHAT_PATH, default)
+    data.setdefault("version", 1)
+    data.setdefault("sessions", [])
+    return data
+
+
+def save_chat_store(data: dict) -> None:
+    sessions = _prune_chat_sessions(
+        list(data.get("sessions") or []),
+        keep_days=CHAT_SESSION_RETENTION_DAYS,
+    )
+    active = data.get("active_session_id")
+    ids = {str(s.get("id")) for s in sessions}
+    if active and str(active) not in ids:
+        active = sessions[-1]["id"] if sessions else None
+    _atomic_write(
+        CHAT_PATH,
+        {"version": 1, "sessions": sessions, "active_session_id": active},
+    )
+
+
+def get_active_session() -> Optional[dict]:
+    store = load_chat_store()
+    sid = store.get("active_session_id")
+    for s in store.get("sessions") or []:
+        if str(s.get("id")) == str(sid):
+            return s
+    return None
+
+
+def create_new_session(*, trading_day: str, title: str = "新对话") -> dict:
+    store = load_chat_store()
+    session = {
+        "id": uuid.uuid4().hex,
+        "trading_day": trading_day,
+        "title": title,
+        "created_at": _now_str(),
+        "updated_at": _now_str(),
+        "messages": [],
+    }
+    store.setdefault("sessions", []).append(session)
+    store["active_session_id"] = session["id"]
+    save_chat_store(store)
+    return session
+
+
+def ensure_active_session(*, trading_day: str) -> dict:
+    active = get_active_session()
+    if active:
+        return active
+    return create_new_session(trading_day=trading_day)
+
+
+def append_chat_message(session_id: str, role: str, content: str) -> dict:
+    store = load_chat_store()
+    sessions = store.get("sessions") or []
+    target = None
+    for s in sessions:
+        if str(s.get("id")) == str(session_id):
+            target = s
+            break
+    if not target:
+        raise KeyError("session_not_found")
+    msg = {"role": role, "content": content.strip(), "at": _now_str()}
+    target.setdefault("messages", []).append(msg)
+    target["updated_at"] = _now_str()
+    if role == "user" and (target.get("title") in (None, "", "新对话")):
+        title = content.strip().replace("\n", " ")[:24]
+        if title:
+            target["title"] = title
+    store["active_session_id"] = target["id"]
+    save_chat_store(store)
+    return target
+
+
+def summary_excerpt_for_chat(trading_day: str, max_chars: int = 600) -> str:
+    latest = get_latest_summary(trading_day)
+    if not latest:
+        return ""
+    text = str(latest.get("content_md") or "").strip()
+    if len(text) <= max_chars:
+        return text
+    return text[: max_chars - 3].rstrip() + "..."

manual_trading_hub/hub_ai/summary.py

@@ -0,0 +1,69 @@
+"""中控 AI：今日总结生成。"""
+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.prompts import SUMMARY_SYSTEM, build_summary_user_prompt
+from hub_ai.store import append_summary, get_latest_summary, list_summaries
+
+
+def generate_daily_summary(
+    exchanges: list[dict],
+    *,
+    trading_day: str | None = None,
+    force: bool = False,
+) -> dict[str, Any]:
+    ctx = build_daily_context(exchanges, trading_day=trading_day)
+    day = ctx["trading_day"]
+    if not force:
+        latest = get_latest_summary(day)
+        if latest and latest.get("context_hash") == ctx.get("context_hash"):
+            return {
+                "ok": True,
+                "cached": True,
+                "trading_day": day,
+                "summary": latest,
+                "model": latest.get("model") or model_label(),
+            }
+
+    system = SUMMARY_SYSTEM.replace("{trading_day}", day)
+    user = build_summary_user_prompt(ctx["text"], day)
+    content = generate_text(system=system, user=user, temperature=0.15)
+    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")): {
+                "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"),
+                "issues": ac.get("issues") or [],
+            }
+            for ac in ctx.get("accounts") or []
+        },
+    }
+    row = append_summary(
+        trading_day=day,
+        content_md=content,
+        model=model_label(),
+        context_hash=ctx.get("context_hash") or "",
+        stats_snapshot=stats_snapshot,
+    )
+    return {
+        "ok": True,
+        "cached": False,
+        "trading_day": day,
+        "summary": row,
+        "model": model_label(),
+        "context": ctx,
+    }
+
+
+def summary_list(trading_day: str | None = None) -> list[dict]:
+    return list_summaries(trading_day=trading_day)

manual_trading_hub/static/app.css

@@ -3342,3 +3342,132 @@ html[data-theme="light"] button.danger {
   background: rgba(201, 53, 82, 0.1);
   border-color: rgba(201, 53, 82, 0.45);
 }
+
+/* --- Hub AI 教练 --- */
+.ai-layout {
+  display: grid;
+  grid-template-columns: 1fr 1fr;
+  gap: 16px;
+  align-items: start;
+}
+@media (max-width: 960px) {
+  .ai-layout {
+    grid-template-columns: 1fr;
+  }
+}
+.ai-panel {
+  background: var(--panel);
+  border: 1px solid var(--border-soft);
+  border-radius: var(--radius);
+  padding: 14px 16px;
+  min-height: 420px;
+  display: flex;
+  flex-direction: column;
+  gap: 12px;
+}
+.ai-panel-head {
+  display: flex;
+  flex-wrap: wrap;
+  align-items: center;
+  justify-content: space-between;
+  gap: 8px;
+}
+.ai-panel-head h2 {
+  margin: 0;
+  font-size: 1rem;
+  font-family: var(--display);
+  letter-spacing: 0.04em;
+}
+.ai-panel-actions {
+  display: flex;
+  flex-wrap: wrap;
+  align-items: center;
+  gap: 8px;
+}
+.ai-stats-row {
+  display: flex;
+  flex-wrap: wrap;
+  gap: 8px 14px;
+  font-size: 0.82rem;
+  color: var(--muted);
+}
+.ai-stat-chip {
+  padding: 4px 8px;
+  border-radius: 6px;
+  background: var(--inset-surface);
+  border: 1px solid var(--border-soft);
+}
+.ai-stat-chip strong {
+  color: var(--text);
+  margin-right: 4px;
+}
+.ai-md-body {
+  flex: 1;
+  overflow: auto;
+  max-height: min(62vh, 640px);
+  padding: 12px;
+  border-radius: 8px;
+  background: var(--inset-surface);
+  border: 1px solid var(--border-soft);
+  font-size: 0.86rem;
+  line-height: 1.55;
+  color: var(--text);
+}
+.ai-placeholder {
+  color: var(--muted);
+  margin: 0;
+}
+.ai-chat-panel {
+  min-height: 520px;
+}
+.ai-chat-messages {
+  flex: 1;
+  overflow: auto;
+  max-height: min(52vh, 520px);
+  display: flex;
+  flex-direction: column;
+  gap: 10px;
+  padding: 8px 4px;
+}
+.ai-bubble {
+  max-width: 92%;
+  padding: 10px 12px;
+  border-radius: 10px;
+  font-size: 0.88rem;
+  line-height: 1.5;
+  white-space: pre-wrap;
+  word-break: break-word;
+}
+.ai-bubble-user {
+  align-self: flex-end;
+  background: var(--accent-dim);
+  border: 1px solid var(--border);
+}
+.ai-bubble-assistant {
+  align-self: flex-start;
+  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;
+}
+.ai-chat-form textarea {
+  width: 100%;
+  resize: vertical;
+  min-height: 72px;
+  padding: 10px 12px;
+  border-radius: 8px;
+  border: 1px solid var(--border-soft);
+  background: var(--inset-surface);
+  color: var(--text);
+  font-family: var(--font);
+  font-size: 0.88rem;
+}
+.ai-chat-form textarea:focus {
+  outline: none;
+  border-color: var(--accent);
+}
+

manual_trading_hub/static/app.js

@@ -623,12 +623,14 @@
     const p = window.location.pathname.replace(/\/$/, "") || "/monitor";
     if (p.includes("settings")) return "settings";
     if (p.includes("market")) return "market";
+    if (p.includes("/ai")) return "ai";
     return "monitor";
   }
 
   function pageElementId(page) {
     if (page === "settings") return "page-settings";
     if (page === "market") return "page-market";
+    if (page === "ai") return "page-ai";
     return "page-monitor";
   }
 
@@ -648,6 +650,7 @@
     if (page === "monitor") startMonitorPoll();
     else stopMonitorPoll();
     if (page === "settings") loadSettingsUI();
+    if (page === "ai") loadAiPage();
     if (page === "market" && window.hubMarketChart) {
       window.hubMarketChart.init();
     } else if (window.hubMarketChart) {
@@ -2935,6 +2938,184 @@
     showToast("已添加一行，请填写 URL 后点「保存设置」");
   };
 
+  let aiMeta = null;
+  let aiSummaryLoading = false;
+  let aiChatLoading = false;
+
+  function renderAiMarkdown(text) {
+    const esc = (s) =>
+      String(s || "")
+        .replace(/&/g, "&")
+        .replace(/</g, "&lt;")
+        .replace(/>/g, "&gt;");
+    return esc(text)
+      .replace(/\*\*(.+?)\*\*/g, "<strong>$1</strong>")
+      .replace(/\n/g, "<br>");
+  }
+
+  function renderAiSummaryStats(snapshot) {
+    const el = document.getElementById("ai-summary-stats");
+    if (!el) return;
+    if (!snapshot || !snapshot.totals) {
+      el.innerHTML = "";
+      return;
+    }
+    const t = snapshot.totals;
+    const pnl = Number(t.total_pnl_u);
+    const pnlCls = pnl > 0 ? "pos" : pnl < 0 ? "neg" : "";
+    el.innerHTML = [
+      `<span class="ai-stat-chip"><strong>交易日</strong>${esc(t.trading_day || "—")}</span>`,
+      `<span class="ai-stat-chip ${pnlCls}"><strong>平仓盈亏</strong>${fmt(pnl, 2)}U</span>`,
+      `<span class="ai-stat-chip"><strong>笔数</strong>${t.closed_count || 0}（胜${t.win_count || 0}/负${t.loss_count || 0}）</span>`,
+      `<span class="ai-stat-chip"><strong>浮盈亏</strong>${fmt(Number(t.float_pnl_u), 2)}U</span>`,
+    ].join("");
+  }
+
+  function renderAiChatMessages(session) {
+    const box = document.getElementById("ai-chat-messages");
+    const title = document.getElementById("ai-chat-title");
+    if (!box) return;
+    const msgs = (session && session.messages) || [];
+    if (title) {
+      title.textContent = session && session.title ? `聊天 · ${session.title}` : "聊天";
+    }
+    if (!msgs.length) {
+      box.innerHTML =
+        '<p class="ai-placeholder">随便聊：行情、心态、纪律、执行都行。我会先看四户监控数据，用搭档口吻回你。</p>';
+      return;
+    }
+    box.innerHTML = msgs
+      .map((m) => {
+        const role = m.role === "user" ? "user" : "assistant";
+        return `<div class="ai-bubble ai-bubble-${role}">${esc(m.content || "")}</div>`;
+      })
+      .join("");
+    box.scrollTop = box.scrollHeight;
+  }
+
+  async function loadAiMeta() {
+    const r = await apiFetch("/api/ai/meta");
+    aiMeta = await r.json();
+    const sm = document.getElementById("ai-summary-meta");
+    const cm = document.getElementById("ai-chat-meta");
+    const label = aiMeta && aiMeta.model ? aiMeta.model : "";
+    if (sm) sm.textContent = label;
+    if (cm) cm.textContent = label;
+    return aiMeta;
+  }
+
+  async function loadAiSummary() {
+    const body = document.getElementById("ai-summary-body");
+    try {
+      const r = await apiFetch("/api/ai/summary");
+      const j = await r.json();
+      const latest = j.latest;
+      if (latest && latest.content_md) {
+        if (body) body.innerHTML = renderAiMarkdown(latest.content_md);
+        renderAiSummaryStats(latest.stats_snapshot);
+        const sm = document.getElementById("ai-summary-meta");
+        if (sm && latest.generated_at) {
+          sm.textContent = `${j.model || ""} · ${latest.generated_at}`;
+        }
+      }
+    } catch (e) {
+      if (body) body.innerHTML = `<p class="ai-placeholder">${esc(String(e))}</p>`;
+    }
+  }
+
+  async function loadAiChatSession() {
+    const r = await apiFetch("/api/ai/chat/session");
+    const j = await r.json();
+    renderAiChatMessages(j.session);
+  }
+
+  async function loadAiPage() {
+    await loadAiMeta();
+    await Promise.all([loadAiSummary(), loadAiChatSession()]);
+  }
+
+  async function generateAiSummary() {
+    if (aiSummaryLoading) return;
+    aiSummaryLoading = true;
+    const btn = document.getElementById("btn-ai-summary");
+    const body = document.getElementById("ai-summary-body");
+    if (btn) btn.disabled = true;
+    if (body) body.innerHTML = '<p class="ai-placeholder">正在聚合四户数据并生成总结…</p>';
+    try {
+      const r = await apiFetch("/api/ai/summary/generate", {
+        method: "POST",
+        headers: { "Content-Type": "application/json" },
+        body: JSON.stringify({ force: true }),
+      });
+      const j = await r.json();
+      if (!r.ok) throw new Error(j.detail || j.msg || "生成失败");
+      if (!j.ok && j.detail) throw new Error(j.detail);
+      const sum = j.summary;
+      if (sum && sum.content_md && body) {
+        body.innerHTML = renderAiMarkdown(sum.content_md);
+        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");
+      await loadAiSummary();
+    } catch (e) {
+      showToast(String(e), true);
+      if (body) body.innerHTML = `<p class="ai-placeholder">${esc(String(e))}</p>`;
+    } finally {
+      aiSummaryLoading = false;
+      if (btn) btn.disabled = false;
+    }
+  }
+
+  async function newAiChat() {
+    try {
+      const r = await apiFetch("/api/ai/chat/new", {
+        method: "POST",
+        headers: { "Content-Type": "application/json" },
+        body: JSON.stringify({}),
+      });
+      const j = await r.json();
+      renderAiChatMessages(j.session);
+      showToast("已开始新对话");
+    } catch (e) {
+      showToast(String(e), true);
+    }
+  }
+
+  async function sendAiChat(ev) {
+    if (ev) ev.preventDefault();
+    if (aiChatLoading) return;
+    const input = document.getElementById("ai-chat-input");
+    const text = (input && input.value || "").trim();
+    if (!text) return;
+    aiChatLoading = true;
+    const btn = document.getElementById("btn-ai-chat-send");
+    if (btn) btn.disabled = true;
+    try {
+      const r = await apiFetch("/api/ai/chat/send", {
+        method: "POST",
+        headers: { "Content-Type": "application/json" },
+        body: JSON.stringify({ message: text }),
+      });
+      const j = await r.json();
+      if (!r.ok) throw new Error(j.detail || j.msg || "发送失败");
+      if (j.detail) throw new Error(j.detail);
+      if (input) input.value = "";
+      renderAiChatMessages(j.session);
+    } catch (e) {
+      showToast(String(e), true);
+    } finally {
+      aiChatLoading = false;
+      if (btn) btn.disabled = false;
+    }
+  }
+
+  const aiSummaryBtn = document.getElementById("btn-ai-summary");
+  if (aiSummaryBtn) aiSummaryBtn.onclick = () => generateAiSummary();
+  const aiChatNewBtn = document.getElementById("btn-ai-chat-new");
+  if (aiChatNewBtn) aiChatNewBtn.onclick = () => newAiChat();
+  const aiChatForm = document.getElementById("ai-chat-form");
+  if (aiChatForm) aiChatForm.addEventListener("submit", sendAiChat);
+
   initTpslModal();
   initInstanceFrame();
   initFullscreen();

manual_trading_hub/static/index.html

@@ -15,7 +15,7 @@
   <link rel="preconnect" href="https://fonts.gstatic.com" crossorigin />
   <link href="https://fonts.googleapis.com/css2?family=JetBrains+Mono:wght@400;500;600&family=Orbitron:wght@500;600;700&display=swap" rel="stylesheet" media="print" onload="this.media='all'" />
   <noscript><link href="https://fonts.googleapis.com/css2?family=JetBrains+Mono:wght@400;500;600&family=Orbitron:wght@500;600;700&display=swap" rel="stylesheet" /></noscript>
-  <link rel="stylesheet" href="/assets/app.css?v=20260604-hub-theme4" />
+  <link rel="stylesheet" href="/assets/app.css?v=20260606-hub-ai" />
 </head>
 <body>
   <div class="app-bg" aria-hidden="true"></div>
@@ -46,6 +46,7 @@
         <nav class="top-nav">
           <a href="/monitor" id="nav-monitor">监控区</a>
           <a href="/market" id="nav-market">行情区</a>
+          <a href="/ai" id="nav-ai">AI 教练</a>
           <a href="/settings" id="nav-settings">系统设置</a>
         </nav>
         <button type="button" id="btn-logout" class="ghost" title="退出登录">退出</button>
@@ -203,6 +204,42 @@
       </div>
     </div>
 
+    <div id="page-ai" class="page hidden">
+      <div class="page-head">
+        <h1><span class="head-tag">AI</span> 教练</h1>
+        <p class="page-desc">四户今日总结 · 口语化陪聊（单会话，点「新开对话」清空上下文）</p>
+      </div>
+      <div class="ai-layout">
+        <section class="ai-panel ai-summary-panel">
+          <div class="ai-panel-head">
+            <h2>今日总结</h2>
+            <div class="ai-panel-actions">
+              <span id="ai-summary-meta" class="toolbar-meta"></span>
+              <button type="button" id="btn-ai-summary" class="primary">生成今日总结</button>
+            </div>
+          </div>
+          <div id="ai-summary-stats" class="ai-stats-row" aria-live="polite"></div>
+          <div id="ai-summary-body" class="ai-md-body">
+            <p class="ai-placeholder">点击「生成今日总结」聚合四户平仓与持仓数据（未启用账户显示「未监控」）。</p>
+          </div>
+        </section>
+        <section class="ai-panel ai-chat-panel">
+          <div class="ai-panel-head">
+            <h2 id="ai-chat-title">聊天</h2>
+            <div class="ai-panel-actions">
+              <span id="ai-chat-meta" class="toolbar-meta"></span>
+              <button type="button" id="btn-ai-chat-new" class="ghost">新开对话</button>
+            </div>
+          </div>
+          <div id="ai-chat-messages" class="ai-chat-messages" aria-live="polite"></div>
+          <form id="ai-chat-form" class="ai-chat-form">
+            <textarea id="ai-chat-input" rows="3" 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>
+          </form>
+        </section>
+      </div>
+    </div>
+
     <div id="page-settings" class="page hidden">
       <div class="page-head">
         <h1><span class="head-tag">CFG</span> 系统设置</h1>
@@ -250,6 +287,6 @@
   <div id="toast"></div>
   <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/app.js?v=20260604-iframe-theme-flash"></script>
+  <script src="/assets/app.js?v=20260606-hub-ai"></script>
 </body>
 </html>

manual_trading_hub/使用说明.md

@@ -10,6 +10,7 @@
 浏览器
   ├─ /monitor   监控区（持仓、关键位、趋势计划、全平）
   ├─ /market    行情区（K 线、技术指标、持仓价格线）
+  ├─ /ai        AI 教练（四户今日总结 + 聊天）
   └─ /settings  系统设置（hub_settings.json）
 
 中控 hub.py（默认 :5100）
@@ -177,7 +178,19 @@ Chrome **桌面快捷方式**图标来自站点 `favicon` / `manifest`（已配
 
 数据经中控 → 各实例 `GET /api/hub/ohlcv`（`hub_ohlcv_lib`）。升级 hub 与四实例 Flask 后请 **强刷浏览器**；异常 K 线可点 **强制刷新**。
 
-### 4.3 系统设置 `/settings`
+### 4.3 AI 教练 `/ai`
+
+| 功能 | 说明 |
+|------|------|
+| **今日总结** | 聚合四户当日平仓（`trade_records`）、持仓浮盈亏、连接状态；**未启用**账户标注 **未监控**；语气偏冷、台账式 |
+| **生成** | 点「生成今日总结」；结果写入 `hub_ai_summaries.json`（同目录备份） |
+| **聊天** | **单会话**持续对话，直到点 **「新开对话」**；口语化、安慰体贴、轻修正（非说教） |
+| **模型** | 与四实例相同 `.env`（默认 `AI_PROVIDER=openai` + `OPENAI_*`；改 `ollama` 走本机），见 [AI教练说明.md](./AI教练说明.md) |
+| **与实例复盘** | 深度单笔 journal 复盘仍在各所 `/records`；中控不做重复 |
+
+依赖四实例 `GET /api/hub/trades/today`（`hub_bridge`）；升级代码后需 **重启四所 Flask**。
+
+### 4.4 系统设置 `/settings`
 
 **可用**：打开 http://127.0.0.1:5100/settings ，修改表格后点 **保存设置** 即写入 `hub_settings.json`；**重新加载** 从磁盘/默认再读（会重新套用 `HUB_DISABLED_IDS`）。保存后监控区立即使用新 URL/启用状态，**无需重启 hub**。
 
@@ -195,7 +208,7 @@ Chrome **桌面快捷方式**图标来自站点 `favicon` / `manifest`（已配
 | id | 与 `HUB_DISABLED_IDS`、全平 API 路径中的 id 对应；新增户勿与已有 id 重复 |
 
 - **保存设置**：写入 `hub_settings.json`，重启 hub 后仍生效。
-- **添加交易所**：见下文 §4.4（须先自建 Flask + agent，再在中控登记）。
+- **添加交易所**：见下文 §4.5（须先自建 Flask + agent，再在中控登记）。
 - **删**：从列表移除（保存后生效）。
 
 #### 能力与「策略交易」的关系（重要）
@@ -210,11 +223,11 @@ Chrome **桌面快捷方式**图标来自站点 `favicon` / `manifest`（已配
 
 ---
 
-### 4.4 增加账户（例如再挂一个 Gate）
+### 4.5 增加账户（例如再挂一个 Gate）
 
 中控 **不会** 自动启动进程，也 **不** 保存交易所 API Key。新增一户 = **复制/新建一套实例目录 + 独立 `.env` + 新端口 Flask/agent + 在中控登记一行**。
 
-#### 4.4.1 端口勿冲突（示例）
+#### 4.5.1 端口勿冲突（示例）
 
 | 用途 | 目录（示例） | Flask `APP_PORT` | Agent `PORT` |
 |------|----------------|------------------|--------------|
@@ -224,7 +237,7 @@ Chrome **桌面快捷方式**图标来自站点 `favicon` / `manifest`（已配
 
 `agent` 的 `PORT` 与 Flask 的 `APP_PORT` **必须不同**；且不要与币安 5001、OKX 5004、中控 5100 等占用端口相同。
 
-#### 4.4.2 新建实例目录
+#### 4.5.2 新建实例目录
 
 1. 复制整个 `crypto_monitor_gate` 到新目录（仓库内副本或 `/opt/` 下均可）。
 2. 在新目录：`cp .env.example .env`，至少修改：
@@ -243,7 +256,7 @@ pm2 start ecosystem.config.cjs
 
 验收：`curl http://127.0.0.1:5005/login` 能开页；`curl http://127.0.0.1:15204/status` 返回 `ok`。
 
-#### 4.4.3 在中控登记
+#### 4.5.3 在中控登记
 
 1. 打开 **系统设置** → **添加交易所**（或手改 `manual_trading_hub/hub_settings.json`）。
 2. 填写 **Flask URL**、**Agent URL**、**id**（如 `4`）、**显示名**。

manual_trading_hub/本地数据迁移到云端.md

@@ -29,6 +29,8 @@
 | 路径 | 内容 |
 |------|------|
 | `manual_trading_hub/hub_settings.json` | 账户 URL、启用状态、能力勾选（网页「系统设置」保存的文件） |
+| `manual_trading_hub/hub_ai_summaries.json` | 中控 AI 今日总结（`/ai`） |
+| `manual_trading_hub/hub_ai_chat.json` | 中控 AI 聊天会话 |
 
 ### 不要直接覆盖拷贝（需在云上重写）
 
@@ -103,6 +105,8 @@ for dir in crypto_monitor_okx crypto_monitor_binance crypto_monitor_gate crypto_
 done
 
 cp manual_trading_hub/hub_settings.json "$BACKUP/" 2>/dev/null || true
+cp manual_trading_hub/hub_ai_summaries.json "$BACKUP/" 2>/dev/null || true
+cp manual_trading_hub/hub_ai_chat.json "$BACKUP/" 2>/dev/null || true
 ```
 
 ---

manual_trading_hub/部署文档.md

@@ -199,7 +199,8 @@ bash scripts/run_hub.sh
 1. **http://127.0.0.1:5100/login** — 若 `.env` 已设 `HUB_PASSWORD`，用 `HUB_USERNAME` / `HUB_PASSWORD` 登录。
 2. **http://127.0.0.1:5100/monitor** — 已启用账户显示持仓；Flask 已起时有关键位/趋势信息。
 3. **http://127.0.0.1:5100/market** — 行情区可选交易所与周期拉 K 线；升级后强刷浏览器，详见 [行情区说明.md](./行情区说明.md)。
-4. **http://127.0.0.1:5100/settings** — 保存后生成 `hub_settings.json`（增加第五户、Gate 子账户等见 [使用说明.md §4.4](./使用说明.md#44-增加账户例如再挂一个-gate)）。
+4. **http://127.0.0.1:5100/ai** — AI 教练（四户今日总结 + 聊天）；`manual_trading_hub/.env` 配与四实例相同的 `AI_*` 变量，见 [AI教练说明.md](./AI教练说明.md)。
+5. **http://127.0.0.1:5100/settings** — 保存后生成 `hub_settings.json`（增加第五户、Gate 子账户等见 [使用说明.md §4.5](./使用说明.md#45-增加账户例如再挂一个-gate)）。
 5. 监控卡片 **「实例」** — 在各 `crypto_monitor_*` 网页做下单、关键位、趋势；中控**不提供**下单表单。
 
 **命令行验收**（推荐）：
@@ -277,8 +278,8 @@ pm2 restart ecosystem.config.cjs
 # 若只改了中控：pm2 restart manual-trading-hub
 ```
 
-- **`hub_settings.json`**、**`.env`** 不在 Git 中，`git pull` 不会覆盖。
+- **`hub_settings.json`**、**`hub_ai_summaries.json`**、**`hub_ai_chat.json`**、**`.env`** 不在 Git 中，`git pull` 不会覆盖。
-- 升级前可备份：`cp hub_settings.json hub_settings.json.bak`、`cp .env .env.bak`。
+- 升级前可备份：`cp hub_settings.json hub_settings.json.bak`、`cp hub_ai_*.json hub_ai_backup/`、`cp .env .env.bak`。
 
 **升级后自检**：`curl -s http://127.0.0.1:5100/api/ping` 须含 `"trade_ui":false`。若仍见 `api_trade_key` 报错，说明代码未更新或未重启，见 [常见问题.md](./常见问题.md) §1。
 

tests/test_hub_trades_lib.py

@@ -0,0 +1,57 @@
+"""hub_trades_lib 单元测试。"""
+from __future__ import annotations
+
+import sqlite3
+import unittest
+
+from hub_trades_lib import fetch_trades_for_trading_day, summarize_trades, trading_day_from_dt
+from datetime import datetime
+
+
+class HubTradesLibTest(unittest.TestCase):
+    def test_trading_day_reset(self):
+        dt = datetime(2026, 6, 6, 7, 30, 0)
+        self.assertEqual(trading_day_from_dt(dt, 8), "2026-06-05")
+        dt2 = datetime(2026, 6, 6, 8, 0, 0)
+        self.assertEqual(trading_day_from_dt(dt2, 8), "2026-06-06")
+
+    def test_fetch_and_summarize(self):
+        conn = sqlite3.connect(":memory:")
+        conn.row_factory = sqlite3.Row
+        conn.execute(
+            """CREATE TABLE trade_records (
+                symbol TEXT, exchange_symbol TEXT, direction TEXT, result TEXT,
+                pnl_amount REAL, closed_at TEXT, opened_at TEXT, session_date TEXT,
+                monitor_type TEXT, actual_rr REAL, planned_rr REAL, trade_style TEXT, entry_reason TEXT
+            )"""
+        )
+        conn.execute(
+            "INSERT INTO trade_records VALUES (?,?,?,?,?,?,?,?,?,?,?,?,?)",
+            (
+                "ONDO/USDT",
+                "ONDO/USDT:USDT",
+                "short",
+                "止损",
+                -0.5,
+                "2026-06-06 10:00:00",
+                "2026-06-06 09:00:00",
+                "2026-06-06",
+                "趋势回调",
+                None,
+                None,
+                "trend",
+                "",
+            ),
+        )
+        conn.commit()
+        rows = fetch_trades_for_trading_day(conn, "2026-06-06")
+        self.assertEqual(len(rows), 1)
+        stats = summarize_trades(rows)
+        self.assertEqual(stats["closed_count"], 1)
+        self.assertEqual(stats["loss_count"], 1)
+        self.assertAlmostEqual(stats["total_pnl_u"], -0.5)
+        conn.close()
+
+
+if __name__ == "__main__":
+    unittest.main()