Add lean review issues: up to two problem tags plus short note.

Persist review_issues, enforce max two on save, and show issue breakdown in stats.

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

app/db.py

@@ -91,6 +91,7 @@ def init_db() -> None:
                 account_id INTEGER,
                 machine_id INTEGER,
                 entry_style TEXT DEFAULT '',
+                review_issues TEXT DEFAULT '',
                 review_note TEXT DEFAULT '',
                 snapshot_json TEXT DEFAULT '{}',
                 created_at REAL NOT NULL,
@@ -457,6 +458,35 @@ ENTRY_STYLES = (
     + ["其他 · 乱作"]
 )
 
+# 复盘主要问题（少而狠）：最多勾 1～2 个
+REVIEW_ISSUES = ("位不对", "形不对", "时机差", "出场违纪", "情绪单")
+REVIEW_ISSUES_MAX = 2
+
+
+def parse_review_issues(raw: Any) -> list[str]:
+    """逗号分隔 → 有序列表，仅保留标准项。"""
+    if not raw:
+        return []
+    if isinstance(raw, (list, tuple)):
+        parts = [str(x).strip() for x in raw]
+    else:
+        parts = [p.strip() for p in str(raw).replace("，", ",").split(",")]
+    allowed = set(REVIEW_ISSUES)
+    seen: set[str] = set()
+    out: list[str] = []
+    for p in parts:
+        if p in allowed and p not in seen:
+            seen.add(p)
+            out.append(p)
+    # 按标准顺序排，方便展示一致
+    order = {name: i for i, name in enumerate(REVIEW_ISSUES)}
+    out.sort(key=lambda x: order.get(x, 99))
+    return out
+
+
+def serialize_review_issues(items: Any) -> str:
+    return ",".join(parse_review_issues(items)[:REVIEW_ISSUES_MAX])
+
 
 def entry_category(style: str) -> str:
     s = (style or "").strip()
@@ -560,7 +590,7 @@ def trade_stats(
     clause, params = _trades_where(account_id, machine_id)
     sql = f"""
         SELECT t.id, t.side, t.symbol, t.profit, t.open_time, t.close_time,
-               t.volume, t.machine_id, t.entry_style, t.snapshot_json,
+               t.volume, t.machine_id, t.entry_style, t.review_issues, t.snapshot_json,
                m.name AS machine_name
         FROM trades t
         LEFT JOIN machines m ON m.id = t.machine_id
@@ -589,6 +619,8 @@ def trade_stats(
         k: _empty_group(k) for k in ("顺势", "反转", "其他", "未标注", "旧分类")
     }
     by_style: dict[str, dict[str, Any]] = {s: _empty_group(s) for s in ENTRY_STYLES}
+    by_issue: dict[str, dict[str, Any]] = {s: _empty_group(s) for s in REVIEW_ISSUES}
+    issue_tagged = 0
 
     rows: list[dict] = []
     skipped_synthetic = 0
@@ -678,6 +710,10 @@ def trade_stats(
         if style:
             annotated += 1
 
+        issues = parse_review_issues(t.get("review_issues"))
+        if issues:
+            issue_tagged += 1
+
         # 分组也只累加已平仓盈亏，避免浮盈干扰分类
         cat = entry_category(style)
         _accumulate(by_category[cat], profit, hold if closed_flag else None)
@@ -690,6 +726,10 @@ def trade_stats(
             _accumulate(by_style[key], profit, hold if closed_flag else None)
 
         if closed_flag:
+            for iss in issues:
+                if iss in by_issue:
+                    _accumulate(by_issue[iss], profit, hold)
+
             bk = _bucket_key(hold)
             _accumulate(by_hold[bk], profit, hold)
 
@@ -727,6 +767,7 @@ def trade_stats(
         "avg_hold": _fmt_hold_secs(avg_hold),
         "annotated": annotated,
         "unannotated": total - annotated,
+        "issue_tagged": issue_tagged,
         "skipped_synthetic": skipped_synthetic,
         "skipped_dup_ticket": skipped_dup_ticket,
         "period": period,
@@ -738,6 +779,11 @@ def trade_stats(
             reverse=True,
         ),
         "by_side": [_finalize_group(g) for g in by_side.values()],
+        "by_issue": [
+            _finalize_group(by_issue[k])
+            for k in REVIEW_ISSUES
+            if by_issue[k]["count"]
+        ],
         "by_category": [
             _finalize_group(by_category[k])
             for k in ("顺势", "反转", "其他", "未标注", "旧分类")
@@ -858,6 +904,13 @@ def seed_if_empty() -> None:
             except sqlite3.OperationalError:
                 pass
 
+        trade_cols = {r["name"] for r in conn.execute("PRAGMA table_info(trades)").fetchall()}
+        if "review_issues" not in trade_cols:
+            try:
+                conn.execute("ALTER TABLE trades ADD COLUMN review_issues TEXT DEFAULT ''")
+            except sqlite3.OperationalError:
+                pass
+
         n_users = conn.execute("SELECT COUNT(*) AS c FROM users").fetchone()["c"]
         if n_users == 0:
             # 迁移旧 settings 密码，或使用 .env 默认

app/routes.py

@@ -278,6 +278,7 @@ def register_routes(app: Flask) -> None:
         t["hold_duration"] = _fmt_hold(t.get("open_time"), t.get("close_time"))
         if not closed and t.get("open_time"):
             t["hold_duration"] = t["hold_duration"] + "（持仓中）"
+        t["review_issues_list"] = database.parse_review_issues(t.get("review_issues"))
 
     def _dashboard_payload(u: dict) -> dict:
         # 总览只看当前持仓（未平仓），历史成交在「交易复盘」
@@ -1005,12 +1006,17 @@ def register_routes(app: Flask) -> None:
                     mid - span / 2.0,
                     mid + span / 2.0,
                 )
+        trade["review_issues_list"] = database.parse_review_issues(
+            trade.get("review_issues")
+        )
         return render_template(
             "record_detail.html",
             trade=trade,
             charts=charts,
             entry_styles=database.ENTRY_STYLES,
             entry_patterns=database.ENTRY_PATTERN_TYPES,
+            review_issues=database.REVIEW_ISSUES,
+            review_issues_max=database.REVIEW_ISSUES_MAX,
         )
 
     @app.post("/records/<int:tid>/annotate")
@@ -1019,6 +1025,12 @@ def register_routes(app: Flask) -> None:
         u = current_user()
         entry_style = (request.form.get("entry_style") or "").strip()
         note = (request.form.get("review_note") or "").strip()
+        raw_issues = request.form.getlist("review_issues")
+        issues = database.parse_review_issues(raw_issues)
+        if len(issues) > database.REVIEW_ISSUES_MAX:
+            flash(f"主要问题最多选 {database.REVIEW_ISSUES_MAX} 个", "error")
+            return redirect(url_for("record_detail", tid=tid))
+        issues_s = database.serialize_review_issues(issues)
         allowed = set(database.ENTRY_STYLES)
         with database.get_db() as conn:
             trade = database.get_trade(conn, tid)
@@ -1031,8 +1043,8 @@ def register_routes(app: Flask) -> None:
                 flash("入场形式不在可选列表中", "error")
                 return redirect(url_for("record_detail", tid=tid))
             conn.execute(
-                "UPDATE trades SET entry_style=?, review_note=? WHERE id=?",
-                (entry_style, note, tid),
+                "UPDATE trades SET entry_style=?, review_issues=?, review_note=? WHERE id=?",
+                (entry_style, issues_s, note, tid),
             )
         flash("复盘标注已保存", "ok")
         return redirect(url_for("record_detail", tid=tid))

app/static/css/app.css

@@ -94,6 +94,34 @@ input, select, textarea {
 input:focus, select:focus, textarea:focus { border-color: var(--accent); }
 label { display: block; margin: 0 0 6px; color: #a9a9ff; font-size: 13px; }
 .form-row { margin-bottom: 12px; }
+.issue-checks {
+  display: flex;
+  flex-wrap: wrap;
+  gap: 8px;
+}
+.issue-chip {
+  display: inline-flex;
+  align-items: center;
+  gap: 6px;
+  margin: 0;
+  padding: 6px 10px;
+  border: 1px solid var(--border);
+  border-radius: 10px;
+  background: #161622;
+  color: var(--text);
+  font-size: 13px;
+  cursor: pointer;
+  user-select: none;
+}
+.issue-chip input {
+  accent-color: var(--accent);
+  margin: 0;
+}
+.issue-chip:has(input:checked) {
+  border-color: rgba(246, 70, 93, 0.55);
+  background: rgba(246, 70, 93, 0.12);
+  color: #ffb4bc;
+}
 
 table { width: 100%; border-collapse: collapse; font-size: 13px; }
 th, td { padding: 10px 8px; border-bottom: 1px solid var(--border); text-align: left; }

app/templates/record_detail.html

@@ -28,8 +28,8 @@
     </table>
   </div>
   <div class="card">
-    <h3>入场形式标注</h3>
-    <form method="post" action="{{ url_for('record_annotate', tid=trade.id) }}">
+    <h3>复盘标注</h3>
+    <form method="post" action="{{ url_for('record_annotate', tid=trade.id) }}" id="annotate-form">
       <div class="form-row">
         <label>入场形式</label>
         <select name="entry_style">
@@ -55,11 +55,23 @@
           </optgroup>
           {% endif %}
         </select>
-        <p class="muted" style="margin:8px 0 0">顺势/反转均含：窄幅区间突破、宽幅区间假突破、波段高低点假突破；对不上的选「乱作」。</p>
+        <p class="muted" style="margin:8px 0 0">管「按什么形进的」；对不上选乱作。</p>
       </div>
       <div class="form-row">
-        <label>复盘备注</label>
-        <textarea name="review_note" rows="5" placeholder="位不对 / 形不对 / 出场违纪 …">{{ trade.review_note or '' }}</textarea>
+        <label>主要问题 <span class="muted">（最多 {{ review_issues_max }} 个，做对可不勾）</span></label>
+        <div class="issue-checks" id="issue-checks" data-max="{{ review_issues_max }}">
+          {% for iss in review_issues %}
+          <label class="issue-chip">
+            <input type="checkbox" name="review_issues" value="{{ iss }}"
+              {% if iss in trade.review_issues_list %}checked{% endif %}>
+            <span>{{ iss }}</span>
+          </label>
+          {% endfor %}
+        </div>
+      </div>
+      <div class="form-row">
+        <label>短备注</label>
+        <textarea name="review_note" rows="3" placeholder="补一句细节即可，如「假突破没等回踩」">{{ trade.review_note or '' }}</textarea>
       </div>
       <button class="btn" type="submit">保存标注</button>
     </form>
@@ -103,4 +115,19 @@
 
 {% block scripts %}
 <script src="{{ url_for('static', filename='js/charts.js') }}"></script>
+<script>
+(function () {
+  var box = document.getElementById("issue-checks");
+  if (!box) return;
+  var maxN = parseInt(box.dataset.max || "2", 10) || 2;
+  box.addEventListener("change", function (e) {
+    var t = e.target;
+    if (!t || t.type !== "checkbox") return;
+    var checked = box.querySelectorAll('input[type="checkbox"]:checked');
+    if (checked.length <= maxN) return;
+    t.checked = false;
+    alert("主要问题最多选 " + maxN + " 个");
+  });
+})();
+</script>
 {% endblock %}

app/templates/records.html

@@ -46,6 +46,7 @@
         <th>账户</th>
         <th>机器</th>
         <th>入场形式</th>
+        <th>主要问题</th>
         <th></th>
       </tr>
     </thead>
@@ -67,10 +68,17 @@
         <td>{{ t.account_name or '—' }}</td>
         <td>{{ t.machine_name or '—' }}</td>
         <td>{{ t.entry_style or '—' }}</td>
+        <td>
+          {% if t.review_issues_list %}
+            {% for iss in t.review_issues_list %}<span class="tag red" style="margin:1px 2px">{{ iss }}</span>{% endfor %}
+          {% else %}
+            <span class="muted">—</span>
+          {% endif %}
+        </td>
         <td><a href="{{ url_for('record_detail', tid=t.id) }}">打开复盘</a></td>
       </tr>
       {% else %}
-      <tr><td colspan="14" class="muted">暂无数据。{% if selected_machine_id %}当前机器下没有成交。{% else %}客户端上报成交后出现在此。{% endif %}</td></tr>
+      <tr><td colspan="15" class="muted">暂无数据。{% if selected_machine_id %}当前机器下没有成交。{% else %}客户端上报成交后出现在此。{% endif %}</td></tr>
       {% endfor %}
     </tbody>
   </table>

app/templates/records_stats.html

@@ -75,7 +75,7 @@
   <div class="card">
     <div class="muted">入场形式标注</div>
     <div class="stat" style="font-size:22px">{{ stats.annotated }} <span class="muted" style="font-size:14px">/ {{ stats.total }}</span></div>
-    <div class="muted" style="margin-top:6px">未标注 {{ stats.unannotated }}</div>
+    <div class="muted" style="margin-top:6px">未标注 {{ stats.unannotated }} · 问题标注 {{ stats.issue_tagged }}</div>
   </div>
 </div>
 
@@ -185,6 +185,33 @@
   </div>
 </div>
 
+<div class="card" style="margin-top:14px">
+  <h3>按主要问题</h3>
+  <p class="muted" style="margin:0 0 10px">一笔可勾 1～2 个问题，会分别计入对应行。</p>
+  <table>
+    <thead>
+      <tr>
+        <th>问题</th><th>笔数</th><th>胜率</th><th>盈亏</th><th>平均持仓</th>
+      </tr>
+    </thead>
+    <tbody>
+      {% for g in stats.by_issue %}
+      <tr>
+        <td>{{ g.label }}</td>
+        <td>{{ g.count }}</td>
+        <td>{{ '%.1f'|format(g.win_rate) }}%</td>
+        <td style="color:{% if g.profit>0 %}var(--green){% elif g.profit<0 %}var(--red){% else %}inherit{% endif %}">
+          {{ '%.2f'|format(g.profit) }}
+        </td>
+        <td class="muted">{{ g.avg_hold }}</td>
+      </tr>
+      {% else %}
+      <tr><td colspan="5" class="muted">暂无问题标注</td></tr>
+      {% endfor %}
+    </tbody>
+  </table>
+</div>
+
 <div class="card" style="margin-top:14px">
   <h3>按机器</h3>
   <table>