Add trade stats board: win rate, hold buckets, by machine/side.

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

app/db.py

@@ -304,6 +304,196 @@ def list_trades(
     return rows
 
 
+def _hold_seconds(open_time: Any, close_time: Any, now_ts: Optional[float] = None) -> Optional[float]:
+    if open_time in (None, ""):
+        return None
+    try:
+        start = float(open_time)
+        end = float(close_time) if close_time not in (None, "") else float(now_ts or now())
+    except (TypeError, ValueError):
+        return None
+    return max(0.0, end - start)
+
+
+def _fmt_hold_secs(secs: Optional[float]) -> str:
+    if secs is None:
+        return "—"
+    s = int(secs)
+    days, rem = divmod(s, 86400)
+    hours, rem = divmod(rem, 3600)
+    mins, sec = divmod(rem, 60)
+    if days > 0:
+        return f"{days}天{hours}小时{mins}分"
+    if hours > 0:
+        return f"{hours}小时{mins}分"
+    if mins > 0:
+        return f"{mins}分{sec}秒"
+    return f"{sec}秒"
+
+
+def _bucket_key(secs: Optional[float]) -> str:
+    if secs is None:
+        return "unknown"
+    if secs < 300:
+        return "lt_5m"
+    if secs < 1800:
+        return "m5_30"
+    if secs < 7200:
+        return "m30_2h"
+    return "ge_2h"
+
+
+def _empty_group(label: str) -> dict[str, Any]:
+    return {
+        "label": label,
+        "count": 0,
+        "wins": 0,
+        "losses": 0,
+        "breakeven": 0,
+        "profit": 0.0,
+        "hold_sum": 0.0,
+        "hold_n": 0,
+    }
+
+
+def _finalize_group(g: dict[str, Any]) -> dict[str, Any]:
+    n = g["count"]
+    decided = g["wins"] + g["losses"]
+    g["win_rate"] = (g["wins"] / decided * 100.0) if decided else 0.0
+    g["avg_profit"] = (g["profit"] / n) if n else 0.0
+    g["avg_hold_secs"] = (g["hold_sum"] / g["hold_n"]) if g["hold_n"] else None
+    g["avg_hold"] = _fmt_hold_secs(g["avg_hold_secs"])
+    return g
+
+
+def _accumulate(g: dict[str, Any], profit: Optional[float], hold: Optional[float]) -> None:
+    g["count"] += 1
+    p = float(profit) if profit is not None else 0.0
+    g["profit"] += p
+    if profit is not None:
+        if p > 1e-9:
+            g["wins"] += 1
+        elif p < -1e-9:
+            g["losses"] += 1
+        else:
+            g["breakeven"] += 1
+    if hold is not None:
+        g["hold_sum"] += hold
+        g["hold_n"] += 1
+
+
+def trade_stats(
+    conn: sqlite3.Connection,
+    account_id: Optional[int] = None,
+    machine_id: Optional[int] = None,
+) -> dict[str, Any]:
+    """程序统计看板：盈亏/胜率/持仓时长分段/按机器与方向。"""
+    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, m.name AS machine_name
+        FROM trades t
+        LEFT JOIN machines m ON m.id = t.machine_id
+        {clause}
+        ORDER BY COALESCE(t.close_time, t.open_time, t.created_at) DESC
+    """
+    rows = [row_to_dict(r) for r in conn.execute(sql, tuple(params)).fetchall()]
+    now_ts = now()
+
+    bucket_labels = {
+        "lt_5m": "< 5 分钟",
+        "m5_30": "5–30 分钟",
+        "m30_2h": "30 分钟–2 小时",
+        "ge_2h": "≥ 2 小时",
+        "unknown": "时长未知",
+    }
+    by_hold = {k: _empty_group(v) for k, v in bucket_labels.items()}
+    by_machine: dict[str, dict[str, Any]] = {}
+    by_side: dict[str, dict[str, Any]] = {}
+
+    total = len(rows)
+    closed = 0
+    open_pos = 0
+    wins = losses = breakeven = 0
+    profit_sum = 0.0
+    gross_win = 0.0
+    gross_loss = 0.0
+    hold_sum = 0.0
+    hold_n = 0
+    annotated = 0
+
+    for t in rows:
+        profit = t.get("profit")
+        hold = _hold_seconds(t.get("open_time"), t.get("close_time"), now_ts)
+        closed_flag = t.get("close_time") not in (None, "")
+        if closed_flag:
+            closed += 1
+        else:
+            open_pos += 1
+
+        if profit is not None:
+            p = float(profit)
+            profit_sum += p
+            if p > 1e-9:
+                wins += 1
+                gross_win += p
+            elif p < -1e-9:
+                losses += 1
+                gross_loss += abs(p)
+            else:
+                breakeven += 1
+
+        if hold is not None:
+            hold_sum += hold
+            hold_n += 1
+
+        if (t.get("entry_style") or "").strip():
+            annotated += 1
+
+        bk = _bucket_key(hold)
+        _accumulate(by_hold[bk], profit, hold)
+
+        mid = t.get("machine_id")
+        mkey = str(mid) if mid is not None else "none"
+        if mkey not in by_machine:
+            name = t.get("machine_name") or ("未绑定" if mid is None else f"#{mid}")
+            by_machine[mkey] = _empty_group(name)
+        _accumulate(by_machine[mkey], profit, hold)
+
+        side = (t.get("side") or "—").lower()
+        if side not in by_side:
+            by_side[side] = _empty_group("买入" if side == "buy" else ("卖出" if side == "sell" else side))
+        _accumulate(by_side[side], profit, hold)
+
+    decided = wins + losses
+    avg_hold = (hold_sum / hold_n) if hold_n else None
+    return {
+        "total": total,
+        "closed": closed,
+        "open_pos": open_pos,
+        "wins": wins,
+        "losses": losses,
+        "breakeven": breakeven,
+        "win_rate": (wins / decided * 100.0) if decided else 0.0,
+        "profit": profit_sum,
+        "avg_profit": (profit_sum / total) if total else 0.0,
+        "gross_win": gross_win,
+        "gross_loss": gross_loss,
+        "profit_factor": (gross_win / gross_loss) if gross_loss > 1e-9 else (None if gross_win <= 0 else 999.0),
+        "avg_hold_secs": avg_hold,
+        "avg_hold": _fmt_hold_secs(avg_hold),
+        "annotated": annotated,
+        "unannotated": total - annotated,
+        "by_hold": [_finalize_group(by_hold[k]) for k in ("lt_5m", "m5_30", "m30_2h", "ge_2h", "unknown") if by_hold[k]["count"] or k != "unknown"],
+        "by_machine": sorted(
+            [_finalize_group(g) for g in by_machine.values()],
+            key=lambda x: x["profit"],
+            reverse=True,
+        ),
+        "by_side": [_finalize_group(g) for g in by_side.values()],
+    }
+
+
 def get_trade(conn: sqlite3.Connection, trade_id: int) -> Optional[dict]:
     r = conn.execute(
         """

app/routes.py

@@ -621,21 +621,26 @@ def register_routes(app: Flask) -> None:
             bars = database.get_bars(conn, symbol, timeframe, start_ts, end_ts)
         return jsonify({"ok": True, "bars": bars})
 
+    def _resolve_machine_filter(u: dict, machine_raw: str):
+        machine_id = int(machine_raw) if machine_raw.isdigit() else None
+        with database.get_db() as conn:
+            machines = database.list_machines_for_user(conn, u)
+        allowed_ids = {int(m["id"]) for m in machines}
+        if machine_id is not None and machine_id not in allowed_ids:
+            machine_id = None
+        return machines, machine_id
+
     @app.get("/records")
     @login_required
     def records_page():
         u = current_user()
         machine_raw = (request.args.get("machine_id") or "").strip()
-        machine_id = int(machine_raw) if machine_raw.isdigit() else None
         page_raw = (request.args.get("page") or "1").strip()
         page = int(page_raw) if page_raw.isdigit() and int(page_raw) >= 1 else 1
         per_page = 10
         account_id = None if u["role"] == "admin" else u.get("account_id")
+        machines, machine_id = _resolve_machine_filter(u, machine_raw)
         with database.get_db() as conn:
-            machines = database.list_machines_for_user(conn, u)
-            allowed_ids = {int(m["id"]) for m in machines}
-            if machine_id is not None and machine_id not in allowed_ids:
-                machine_id = None
             total = database.count_trades(conn, account_id=account_id, machine_id=machine_id)
             total_pages = max(1, (total + per_page - 1) // per_page)
             if page > total_pages:
@@ -661,6 +666,22 @@ def register_routes(app: Flask) -> None:
             total_pages=total_pages,
         )
 
+    @app.get("/records/stats")
+    @login_required
+    def records_stats_page():
+        u = current_user()
+        machine_raw = (request.args.get("machine_id") or "").strip()
+        account_id = None if u["role"] == "admin" else u.get("account_id")
+        machines, machine_id = _resolve_machine_filter(u, machine_raw)
+        with database.get_db() as conn:
+            stats = database.trade_stats(conn, account_id=account_id, machine_id=machine_id)
+        return render_template(
+            "records_stats.html",
+            stats=stats,
+            machines=machines,
+            selected_machine_id=machine_id,
+        )
+
     @app.get("/records/<int:tid>")
     @login_required
     def record_detail(tid: int):

app/templates/base.html

@@ -12,7 +12,8 @@
     <div class="brand">{{ app_name }}</div>
     <nav class="nav">
       <a href="{{ url_for('dashboard') }}" class="{% if request.endpoint=='dashboard' %}active{% endif %}">总览</a>
-      <a href="{{ url_for('records_page') }}" class="{% if request.endpoint and request.endpoint.startswith('record') %}active{% endif %}">交易复盘</a>
+      <a href="{{ url_for('records_page') }}" class="{% if request.endpoint in ('records_page', 'record_detail', 'record_annotate') %}active{% endif %}">交易复盘</a>
+      <a href="{{ url_for('records_stats_page') }}" class="{% if request.endpoint=='records_stats_page' %}active{% endif %}">统计看板</a>
       <a href="{{ url_for('download_page') }}" class="{% if request.endpoint and 'download' in request.endpoint %}active{% endif %}">下载中心</a>
       {% if is_admin %}
       <a href="{{ url_for('accounts_page') }}" class="{% if request.endpoint and 'account' in request.endpoint %}active{% endif %}">账户</a>

app/templates/records.html

@@ -2,7 +2,12 @@
 {% block title %}交易复盘 · {{ app_name }}{% endblock %}
 {% block content %}
 <h2 style="margin:0 0 6px">交易记录与复盘</h2>
-<p class="muted" style="margin:0 0 14px">按机器筛选 · 每页 {{ per_page }} 条 · 时间均为北京时间</p>
+<p class="muted" style="margin:0 0 10px">按机器筛选 · 每页 {{ per_page }} 条 · 时间均为北京时间</p>
+
+<div style="display:flex;gap:8px;margin-bottom:14px;flex-wrap:wrap">
+  <a class="btn" href="{{ url_for('records_page', machine_id=selected_machine_id) if selected_machine_id else url_for('records_page') }}">交易列表</a>
+  <a class="btn secondary" href="{{ url_for('records_stats_page', machine_id=selected_machine_id) if selected_machine_id else url_for('records_stats_page') }}">统计看板</a>
+</div>
 
 <div class="card" style="margin-bottom:14px">
   <form method="get" action="{{ url_for('records_page') }}" style="display:flex;gap:10px;align-items:center;flex-wrap:wrap">

app/templates/records_stats.html

@@ -0,0 +1,151 @@
+{% extends "base.html" %}
+{% block title %}统计看板 · {{ app_name }}{% endblock %}
+{% block content %}
+<h2 style="margin:0 0 6px">统计看板</h2>
+<p class="muted" style="margin:0 0 10px">程序汇总成交数据；入场形式分类确定后再叠加维度。</p>
+
+<div style="display:flex;gap:8px;margin-bottom:14px;flex-wrap:wrap">
+  <a class="btn secondary" href="{{ url_for('records_page', machine_id=selected_machine_id) if selected_machine_id else url_for('records_page') }}">交易列表</a>
+  <a class="btn" href="{{ url_for('records_stats_page', machine_id=selected_machine_id) if selected_machine_id else url_for('records_stats_page') }}">统计看板</a>
+</div>
+
+<div class="card" style="margin-bottom:14px">
+  <form method="get" action="{{ url_for('records_stats_page') }}" style="display:flex;gap:10px;align-items:center;flex-wrap:wrap">
+    <label class="muted" for="machine_id" style="margin:0">机器</label>
+    <select name="machine_id" id="machine_id" style="min-width:200px;width:auto">
+      <option value="">全部机器</option>
+      {% for m in machines %}
+      <option value="{{ m.id }}" {% if selected_machine_id == m.id %}selected{% endif %}>
+        {{ m.name }} #{{ m.id }}{% if m.online %} · 在线{% endif %}
+      </option>
+      {% endfor %}
+    </select>
+    <button type="submit" class="btn">筛选</button>
+    {% if selected_machine_id %}
+    <a class="btn secondary" href="{{ url_for('records_stats_page') }}">清除</a>
+    {% endif %}
+  </form>
+</div>
+
+<div class="grid cols-3">
+  <div class="card">
+    <div class="muted">成交笔数</div>
+    <div class="stat">{{ stats.total }}</div>
+    <div class="muted" style="margin-top:6px">已平 {{ stats.closed }} · 持仓中 {{ stats.open_pos }}</div>
+  </div>
+  <div class="card">
+    <div class="muted">胜率</div>
+    <div class="stat">{{ '%.1f'|format(stats.win_rate) }}%</div>
+    <div class="muted" style="margin-top:6px">盈 {{ stats.wins }} · 亏 {{ stats.losses }} · 平 {{ stats.breakeven }}</div>
+  </div>
+  <div class="card">
+    <div class="muted">合计盈亏</div>
+    <div class="stat" style="color:{% if stats.profit>0 %}var(--green){% elif stats.profit<0 %}var(--red){% else %}inherit{% endif %}">
+      {{ '%.2f'|format(stats.profit) }}
+    </div>
+    <div class="muted" style="margin-top:6px">笔均 {{ '%.2f'|format(stats.avg_profit) }}</div>
+  </div>
+</div>
+
+<div class="grid cols-3" style="margin-top:14px">
+  <div class="card">
+    <div class="muted">平均持仓时间</div>
+    <div class="stat" style="font-size:22px;color:var(--accent)">{{ stats.avg_hold }}</div>
+    <div class="muted" style="margin-top:6px">有开仓时间的样本参与计算</div>
+  </div>
+  <div class="card">
+    <div class="muted">盈亏因子</div>
+    <div class="stat" style="font-size:22px">
+      {% if stats.profit_factor is none %}—
+      {% elif stats.profit_factor >= 999 %}∞
+      {% else %}{{ '%.2f'|format(stats.profit_factor) }}{% endif %}
+    </div>
+    <div class="muted" style="margin-top:6px">毛利 {{ '%.2f'|format(stats.gross_win) }} / 毛亏 {{ '%.2f'|format(stats.gross_loss) }}</div>
+  </div>
+  <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 }}（分类确定后再细拆）</div>
+  </div>
+</div>
+
+<div class="grid cols-2" style="margin-top:14px">
+  <div class="card">
+    <h3>按持仓时间</h3>
+    <table>
+      <thead>
+        <tr>
+          <th>区间</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_hold %}
+        <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">暂无数据</td></tr>
+        {% endfor %}
+      </tbody>
+    </table>
+  </div>
+  <div class="card">
+    <h3>按方向</h3>
+    <table>
+      <thead>
+        <tr>
+          <th>方向</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_side %}
+        <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">暂无数据</td></tr>
+        {% endfor %}
+      </tbody>
+    </table>
+  </div>
+</div>
+
+<div class="card" style="margin-top:14px">
+  <h3>按机器</h3>
+  <table>
+    <thead>
+      <tr>
+        <th>机器</th><th>笔数</th><th>胜率</th><th>盈亏</th><th>笔均</th><th>平均持仓</th>
+      </tr>
+    </thead>
+    <tbody>
+      {% for g in stats.by_machine %}
+      <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>{{ '%.2f'|format(g.avg_profit) }}</td>
+        <td class="muted">{{ g.avg_hold }}</td>
+      </tr>
+      {% else %}
+      <tr><td colspan="6" class="muted">暂无数据</td></tr>
+      {% endfor %}
+    </tbody>
+  </table>
+</div>
+{% endblock %}