持仓监控平仓自动记入交易记录，新增交易记录页与实盘资金设置

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

app.py

@@ -18,6 +18,7 @@ from flask import (
 from werkzeug.security import check_password_hash, generate_password_hash
 
 from symbols import search_symbols, ths_to_codes
+from contract_specs import calc_position_metrics
 from kline_chart import generate_review_kline_chart
 from market import get_price as market_get_price, set_ths_refresh_token, get_quote_source_label
 
@@ -62,6 +63,28 @@ def calc_holding_duration(open_time: str, close_time: str) -> str:
         return ""
 
 
+def holding_to_minutes(open_time: str, close_time: str) -> int:
+    try:
+        o = datetime.fromisoformat(open_time.strip().replace(" ", "T"))
+        c = datetime.fromisoformat(close_time.strip().replace(" ", "T"))
+        secs = int((c - o).total_seconds())
+        return max(0, secs // 60)
+    except Exception:
+        return 0
+
+
+def classify_close_result(direction: str, close: float, sl: float, tp: float) -> str:
+    """根据平仓价与止损/止盈距离判断结果。"""
+    if close is None:
+        return "手动平仓"
+    tol = max(abs(close) * 0.002, 1.0)
+    if abs(close - tp) <= tol:
+        return "止盈"
+    if abs(close - sl) <= tol:
+        return "止损"
+    return "手动平仓"
+
+
 def calc_rr_ratio(direction: str, entry: float, stop: float, target: float) -> Optional[float]:
     """盈亏比 = 盈利空间 / 风险空间。"""
     if entry is None or stop is None or target is None:
@@ -213,6 +236,23 @@ def init_db():
                   kline_count INTEGER, kline_cutoff TEXT,
                   behavior_tags TEXT, notes TEXT,
                   created_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP)''')
+    c.execute('''CREATE TABLE IF NOT EXISTS position_monitors
+                 (id INTEGER PRIMARY KEY AUTOINCREMENT,
+                  symbol TEXT, symbol_name TEXT, market_code TEXT, sina_code TEXT,
+                  direction TEXT, lots REAL, entry_price REAL,
+                  stop_loss REAL, take_profit REAL, open_time TEXT,
+                  status TEXT DEFAULT 'active',
+                  created_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP)''')
+    c.execute('''CREATE TABLE IF NOT EXISTS trade_logs
+                 (id INTEGER PRIMARY KEY AUTOINCREMENT,
+                  symbol TEXT, symbol_name TEXT, market_code TEXT, sina_code TEXT,
+                  monitor_type TEXT, direction TEXT,
+                  entry_price REAL, stop_loss REAL, take_profit REAL, close_price REAL,
+                  lots REAL, margin REAL, holding_minutes INTEGER,
+                  open_time TEXT, close_time TEXT,
+                  pnl REAL, result TEXT,
+                  verified INTEGER DEFAULT 0,
+                  created_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP)''')
     conn.commit()
     conn.close()
 
@@ -551,7 +591,48 @@ def api_plan_prices():
     return jsonify(out)
 
 
-@app.route("/")
+@app.route("/api/position_live")
+@login_required
+def api_position_live():
+    capital = float(get_setting("live_capital", "0") or 0)
+    now_iso = datetime.now(TZ).strftime("%Y-%m-%dT%H:%M")
+    conn = get_db()
+    rows = conn.execute(
+        "SELECT * FROM position_monitors WHERE status='active' ORDER BY id DESC"
+    ).fetchall()
+    conn.close()
+    out = []
+    for r in rows:
+        sym = r["symbol"]
+        market = r["market_code"] or ""
+        sina = r["sina_code"] or ""
+        direction = r["direction"]
+        entry = float(r["entry_price"])
+        sl = float(r["stop_loss"])
+        tp = float(r["take_profit"])
+        lots = float(r["lots"] or 1)
+        mark = fetch_price(sym, market, sina)
+        metrics = calc_position_metrics(
+            direction, entry, sl, tp, lots, mark, capital, sym,
+        )
+        holding = calc_holding_duration(r["open_time"] or "", now_iso)
+        out.append({
+            "id": r["id"],
+            "symbol": r["symbol_name"] or sym,
+            "symbol_code": sym,
+            "direction": "做多" if direction == "long" else "做空",
+            "lots": lots,
+            "entry_price": entry,
+            "stop_loss": sl,
+            "take_profit": tp,
+            "open_time": r["open_time"],
+            "mark_price": mark,
+            "holding_duration": holding,
+            **metrics,
+        })
+    return jsonify(out)
+
+
 @login_required
 def index():
     return redirect(url_for("plans"))
@@ -647,8 +728,11 @@ def keys():
     history = conn.execute(
         "SELECT * FROM key_monitors WHERE status='archived' ORDER BY archived_at DESC LIMIT 100"
     ).fetchall()
+    positions = conn.execute(
+        "SELECT * FROM position_monitors WHERE status='active' ORDER BY id DESC"
+    ).fetchall()
     conn.close()
-    return render_template("keys.html", keys=key_list, history=history)
+    return render_template("keys.html", keys=key_list, history=history, positions=positions)
 
 
 @app.route("/add_key", methods=["POST"])
@@ -679,6 +763,179 @@ def add_key():
     return redirect(url_for("keys"))
 
 
+@app.route("/add_position", methods=["POST"])
+@login_required
+def add_position():
+    d = request.form
+    symbol = d.get("symbol", "").strip()
+    symbol_name = d.get("symbol_name", "").strip()
+    market_code = d.get("market_code", "").strip()
+    sina_code = d.get("sina_code", "").strip()
+    if not symbol or not market_code:
+        flash("请从下拉列表选择品种")
+        return redirect(url_for("keys"))
+    entry = float(d["entry_price"])
+    sl = float(d["stop_loss"])
+    tp = float(d["take_profit"])
+    direction = d.get("direction", "").strip()
+    if not direction:
+        direction = "long" if sl < entry else "short"
+    open_time = d.get("open_time", "").strip()
+    lots = float(d.get("lots") or 1)
+    conn = get_db()
+    conn.execute(
+        """INSERT INTO position_monitors
+           (symbol, symbol_name, market_code, sina_code, direction,
+            lots, entry_price, stop_loss, take_profit, open_time)
+           VALUES (?,?,?,?,?,?,?,?,?,?)""",
+        (
+            symbol, symbol_name, market_code, sina_code, direction,
+            lots, entry, sl, tp, open_time,
+        ),
+    )
+    conn.commit()
+    conn.close()
+    flash("持仓已添加")
+    return redirect(url_for("keys"))
+
+
+@app.route("/del_position/<int:pid>")
+@login_required
+def del_position(pid):
+    return close_position(pid)
+
+
+@app.route("/close_position/<int:pid>", methods=["POST"])
+@login_required
+def close_position(pid):
+    conn = get_db()
+    row = conn.execute("SELECT * FROM position_monitors WHERE id=?", (pid,)).fetchone()
+    if not row:
+        conn.close()
+        flash("持仓不存在")
+        return redirect(url_for("keys"))
+    sym = row["symbol"]
+    market = row["market_code"] or ""
+    sina = row["sina_code"] or ""
+    direction = row["direction"]
+    entry = float(row["entry_price"])
+    sl = float(row["stop_loss"])
+    tp = float(row["take_profit"])
+    lots = float(row["lots"] or 1)
+    open_time = row["open_time"] or ""
+    close_time = datetime.now(TZ).strftime("%Y-%m-%dT%H:%M")
+    close_price = fetch_price(sym, market, sina)
+    if close_price is None:
+        conn.close()
+        flash("无法获取现价，平仓失败")
+        return redirect(url_for("keys"))
+    capital = float(get_setting("live_capital", "0") or 0)
+    metrics = calc_position_metrics(direction, entry, sl, tp, lots, close_price, capital, sym)
+    pnl = metrics.get("float_pnl") or 0.0
+    result = classify_close_result(direction, close_price, sl, tp)
+    minutes = holding_to_minutes(open_time, close_time)
+    conn.execute(
+        """INSERT INTO trade_logs
+           (symbol, symbol_name, market_code, sina_code, monitor_type, direction,
+            entry_price, stop_loss, take_profit, close_price, lots, margin,
+            holding_minutes, open_time, close_time, pnl, result)
+           VALUES (?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?)""",
+        (
+            sym, row["symbol_name"], market, sina, "持仓监控", direction,
+            entry, sl, tp, close_price, lots, metrics["margin"],
+            minutes, open_time, close_time, pnl, result,
+        ),
+    )
+    conn.execute("DELETE FROM position_monitors WHERE id=?", (pid,))
+    conn.commit()
+    conn.close()
+    flash(f"已平仓，盈亏 {pnl:.2f} 元，已记入交易记录")
+    return redirect(url_for("keys"))
+
+
+@app.route("/trades")
+@login_required
+def trades():
+    conn = get_db()
+    rows = conn.execute("SELECT * FROM trade_logs ORDER BY id DESC LIMIT 500").fetchall()
+    conn.close()
+    return render_template("trades.html", trades=rows)
+
+
+@app.route("/update_trade/<int:tid>", methods=["POST"])
+@login_required
+def update_trade(tid):
+    d = request.form
+    conn = get_db()
+    conn.execute(
+        """UPDATE trade_logs SET
+           symbol_name=?, monitor_type=?, direction=?,
+           entry_price=?, stop_loss=?, take_profit=?, close_price=?,
+           lots=?, margin=?, holding_minutes=?, open_time=?, close_time=?,
+           pnl=?, result=?, verified=1
+           WHERE id=?""",
+        (
+            d.get("symbol_name", "").strip(),
+            d.get("monitor_type", "").strip(),
+            d.get("direction", "").strip(),
+            float(d.get("entry_price") or 0),
+            float(d.get("stop_loss") or 0),
+            float(d.get("take_profit") or 0),
+            float(d.get("close_price") or 0),
+            float(d.get("lots") or 0),
+            float(d.get("margin") or 0),
+            int(d.get("holding_minutes") or 0),
+            d.get("open_time", "").strip(),
+            d.get("close_time", "").strip(),
+            float(d.get("pnl") or 0),
+            d.get("result", "").strip(),
+            tid,
+        ),
+    )
+    conn.commit()
+    conn.close()
+    flash("交易记录已核对保存")
+    return redirect(url_for("trades"))
+
+
+@app.route("/del_trade/<int:tid>")
+@login_required
+def del_trade(tid):
+    conn = get_db()
+    conn.execute("DELETE FROM trade_logs WHERE id=?", (tid,))
+    conn.commit()
+    conn.close()
+    flash("已删除")
+    return redirect(url_for("trades"))
+
+
+@app.route("/fill_review/<int:tid>")
+@login_required
+def fill_review_from_trade(tid):
+    conn = get_db()
+    row = conn.execute("SELECT * FROM trade_logs WHERE id=?", (tid,)).fetchone()
+    conn.close()
+    if not row:
+        flash("记录不存在")
+        return redirect(url_for("trades"))
+    q = {
+        "symbol": row["symbol"],
+        "symbol_name": row["symbol_name"] or row["symbol"],
+        "market_code": row["market_code"] or "",
+        "sina_code": row["sina_code"] or "",
+        "direction": row["direction"],
+        "entry_price": row["entry_price"],
+        "stop_loss": row["stop_loss"],
+        "take_profit": row["take_profit"],
+        "close_price": row["close_price"],
+        "lots": row["lots"],
+        "open_time": row["open_time"],
+        "close_time": row["close_time"],
+        "pnl": row["pnl"],
+    }
+    return redirect(url_for("records", **{k: v for k, v in q.items() if v is not None}))
+
+
 @app.route("/del_key/<int:pid>")
 @login_required
 def del_key(pid):
@@ -719,6 +976,13 @@ def records():
     ).fetchall()
     conn.close()
 
+    trade_prefill_keys = (
+        "symbol", "symbol_name", "market_code", "sina_code", "direction",
+        "entry_price", "stop_loss", "take_profit", "close_price",
+        "lots", "open_time", "close_time", "pnl",
+    )
+    prefill = {k: request.args.get(k) for k in trade_prefill_keys if request.args.get(k)}
+
     return render_template(
         "records.html",
         reviews=review_list,
@@ -726,6 +990,7 @@ def records():
         preset=preset,
         start=start,
         end=end,
+        prefill=prefill,
         open_types=OPEN_TYPES,
         exit_triggers=EXIT_TRIGGERS,
         behavior_tags=BEHAVIOR_TAGS,
@@ -941,6 +1206,17 @@ def settings():
             webhook = request.form.get("wechat_webhook", "").strip()
             set_setting("wechat_webhook", webhook)
             flash("企业微信配置已保存")
+        elif action == "capital":
+            raw = request.form.get("live_capital", "").strip()
+            try:
+                val = float(raw)
+                if val < 0:
+                    flash("实盘资金不能为负数")
+                else:
+                    set_setting("live_capital", str(val))
+                    flash("实盘资金已保存")
+            except ValueError:
+                flash("请输入有效的实盘资金金额")
         elif action == "password":
             old_p = request.form.get("old_password", "")
             new_p = request.form.get("new_password", "")
@@ -959,10 +1235,12 @@ def settings():
 
     webhook = get_setting("wechat_webhook")
     username = get_setting("admin_username")
+    live_capital = get_setting("live_capital", "0")
     return render_template(
         "settings.html",
         webhook=webhook,
         username=username,
+        live_capital=live_capital,
         quote_label=get_quote_source_label(),
     )
 

contract_specs.py

@@ -0,0 +1,114 @@
+"""国内期货合约乘数与参考保证金比例（用于估算保证金与风险）。"""
+import re
+from typing import Optional
+
+DEFAULT_SPEC = {"mult": 10, "margin_rate": 0.10}
+
+# 参考交易所常见规格（乘数 + 保证金比例估算）
+_SPEC_BY_THS: dict[str, dict] = {
+    "ag": {"mult": 15, "margin_rate": 0.14},
+    "au": {"mult": 1000, "margin_rate": 0.10},
+    "cu": {"mult": 5, "margin_rate": 0.10},
+    "al": {"mult": 5, "margin_rate": 0.10},
+    "zn": {"mult": 5, "margin_rate": 0.10},
+    "pb": {"mult": 5, "margin_rate": 0.10},
+    "ni": {"mult": 1, "margin_rate": 0.12},
+    "sn": {"mult": 1, "margin_rate": 0.12},
+    "rb": {"mult": 10, "margin_rate": 0.09},
+    "hc": {"mult": 10, "margin_rate": 0.09},
+    "ss": {"mult": 5, "margin_rate": 0.11},
+    "sc": {"mult": 1000, "margin_rate": 0.11},
+    "fu": {"mult": 10, "margin_rate": 0.11},
+    "bu": {"mult": 10, "margin_rate": 0.11},
+    "ru": {"mult": 10, "margin_rate": 0.11},
+    "sp": {"mult": 10, "margin_rate": 0.10},
+    "i": {"mult": 100, "margin_rate": 0.11},
+    "j": {"mult": 100, "margin_rate": 0.12},
+    "jm": {"mult": 60, "margin_rate": 0.12},
+    "m": {"mult": 10, "margin_rate": 0.08},
+    "y": {"mult": 10, "margin_rate": 0.08},
+    "p": {"mult": 10, "margin_rate": 0.09},
+    "c": {"mult": 10, "margin_rate": 0.08},
+    "cs": {"mult": 10, "margin_rate": 0.08},
+    "jd": {"mult": 10, "margin_rate": 0.09},
+    "lh": {"mult": 16, "margin_rate": 0.12},
+    "l": {"mult": 5, "margin_rate": 0.09},
+    "pp": {"mult": 5, "margin_rate": 0.09},
+    "v": {"mult": 5, "margin_rate": 0.09},
+    "eg": {"mult": 10, "margin_rate": 0.09},
+    "eb": {"mult": 5, "margin_rate": 0.10},
+    "pg": {"mult": 20, "margin_rate": 0.10},
+    "RM": {"mult": 10, "margin_rate": 0.08},
+    "OI": {"mult": 10, "margin_rate": 0.08},
+    "SR": {"mult": 10, "margin_rate": 0.08},
+    "CF": {"mult": 5, "margin_rate": 0.08},
+    "MA": {"mult": 10, "margin_rate": 0.09},
+    "TA": {"mult": 5, "margin_rate": 0.09},
+    "FG": {"mult": 20, "margin_rate": 0.10},
+    "SA": {"mult": 20, "margin_rate": 0.10},
+    "UR": {"mult": 20, "margin_rate": 0.10},
+    "SF": {"mult": 5, "margin_rate": 0.10},
+    "SM": {"mult": 5, "margin_rate": 0.10},
+    "AP": {"mult": 10, "margin_rate": 0.10},
+    "CJ": {"mult": 5, "margin_rate": 0.10},
+    "PK": {"mult": 5, "margin_rate": 0.10},
+    "IF": {"mult": 300, "margin_rate": 0.12},
+    "IH": {"mult": 300, "margin_rate": 0.12},
+    "IC": {"mult": 200, "margin_rate": 0.12},
+    "IM": {"mult": 200, "margin_rate": 0.12},
+}
+
+
+def get_contract_spec(ths_code: str) -> dict:
+    code = (ths_code or "").strip()
+    m = re.match(r"^([A-Za-z]+)", code)
+    if not m:
+        return dict(DEFAULT_SPEC)
+    letters = m.group(1)
+    spec = _SPEC_BY_THS.get(letters) or _SPEC_BY_THS.get(letters.upper()) or _SPEC_BY_THS.get(letters.lower())
+    if spec:
+        return {"mult": spec["mult"], "margin_rate": spec["margin_rate"]}
+    return dict(DEFAULT_SPEC)
+
+
+def calc_position_metrics(
+    direction: str,
+    entry: float,
+    stop_loss: float,
+    take_profit: float,
+    lots: float,
+    mark_price: Optional[float],
+    capital: float,
+    ths_code: str,
+) -> dict:
+    spec = get_contract_spec(ths_code)
+    mult = spec["mult"]
+    margin_rate = spec["margin_rate"]
+    lots = lots or 1.0
+    margin = entry * mult * lots * margin_rate
+
+    if direction == "long":
+        risk_amt = max(0.0, (entry - stop_loss) * mult * lots)
+        reward = max(0.0, (take_profit - entry) * mult * lots)
+        float_pnl = (mark_price - entry) * mult * lots if mark_price is not None else None
+    else:
+        risk_amt = max(0.0, (stop_loss - entry) * mult * lots)
+        reward = max(0.0, (entry - take_profit) * mult * lots)
+        float_pnl = (entry - mark_price) * mult * lots if mark_price is not None else None
+
+    risk_pct = (risk_amt / capital * 100) if capital > 0 else 0.0
+    pos_pct = (margin / capital * 100) if capital > 0 else 0.0
+    rr = (reward / risk_amt) if risk_amt > 0 else None
+    float_pct = (float_pnl / margin * 100) if margin > 0 and float_pnl is not None else None
+
+    return {
+        "mult": mult,
+        "margin_rate": margin_rate,
+        "margin": round(margin, 2),
+        "risk_amount": round(risk_amt, 2),
+        "risk_pct": round(risk_pct, 2),
+        "position_pct": round(pos_pct, 2),
+        "float_pnl": round(float_pnl, 2) if float_pnl is not None else None,
+        "float_pct": round(float_pct, 2) if float_pct is not None else None,
+        "rr_ratio": round(rr, 2) if rr is not None else None,
+    }

static/js/keys.js

@@ -1,12 +1,18 @@
 (function () {
-    var timer = null;
+    var keyTimer = null;
+    var posTimer = null;
 
     function fmtDist(v) {
         if (v === null || v === undefined) return '--';
-        return v.toFixed(2);
+        return Number(v).toFixed(2);
     }
 
-    function pollPrices() {
+    function fmtNum(v, digits) {
+        if (v === null || v === undefined) return '--';
+        return Number(v).toFixed(digits === undefined ? 2 : digits);
+    }
+
+    function pollKeyPrices() {
         var list = document.getElementById('key-monitor-list');
         if (!list || !list.querySelector('.key-item')) return;
 
@@ -19,9 +25,7 @@
                     var priceEl = el.querySelector('.live-price');
                     var upEl = el.querySelector('.dist-up');
                     var downEl = el.querySelector('.dist-down');
-                    if (priceEl) {
-                        priceEl.textContent = row.price != null ? row.price : '--';
-                    }
+                    if (priceEl) priceEl.textContent = row.price != null ? row.price : '--';
                     if (upEl) upEl.textContent = fmtDist(row.dist_upper);
                     if (downEl) downEl.textContent = fmtDist(row.dist_lower);
                 });
@@ -29,10 +33,71 @@
             .catch(function () { /* ignore */ });
     }
 
+    function buildPosCard(row) {
+        var pnlClass = '';
+        if (row.float_pnl > 0) pnlClass = 'pnl-pos';
+        if (row.float_pnl < 0) pnlClass = 'pnl-neg';
+        var pnlText = '--';
+        if (row.float_pnl != null) {
+            var sign = row.float_pnl >= 0 ? '+' : '';
+            pnlText = sign + fmtNum(row.float_pnl) + '元';
+            if (row.float_pct != null) {
+                pnlText += ' (' + sign + fmtNum(row.float_pct) + '%)';
+            }
+        }
+        var rr = row.rr_ratio != null ? row.rr_ratio + ':1' : '--';
+        var openT = (row.open_time || '').replace('T', ' ').slice(0, 16);
+
+        return (
+            '<div class="pos-card" data-pos-id="' + row.id + '">' +
+            '<div class="pos-card-head">' +
+            '<div><div class="title">' + row.symbol + ' <span class="badge dir">' + row.direction + '</span></div></div>' +
+            '<form method="post" action="/close_position/' + row.id + '" style="display:inline" onsubmit="return confirm(\'确认平仓？\')">' +
+            '<button type="submit" class="btn-del pos-del">平仓</button></form>' +
+            '</div>' +
+            '<div class="pos-card-meta">来源 <strong>手动输入</strong> · 风险 <strong>' +
+            fmtNum(row.risk_pct) + '%≈' + fmtNum(row.risk_amount) + '元</strong></div>' +
+            '<div class="pos-metrics">' +
+            '<div class="cell"><label>成交价</label><div>' + fmtNum(row.entry_price) + '</div></div>' +
+            '<div class="cell"><label>止损</label><div>' + fmtNum(row.stop_loss) + '</div></div>' +
+            '<div class="cell"><label>止盈</label><div>' + fmtNum(row.take_profit) + '</div></div>' +
+            '<div class="cell"><label>盈亏比</label><div>' + rr + '</div></div>' +
+            '<div class="cell"><label>标记价</label><div>' + (row.mark_price != null ? fmtNum(row.mark_price) : '--') + '</div></div>' +
+            '<div class="cell ' + pnlClass + '"><label>浮盈亏</label><div>' + pnlText + '</div></div>' +
+            '</div>' +
+            '<div class="pos-footer">' +
+            '<span>保证金 ' + fmtNum(row.margin) + '元</span>' +
+            '<span>仓位占比 ' + fmtNum(row.position_pct) + '%</span>' +
+            '<span>开仓 ' + (openT || '--') + '</span>' +
+            '<span>持仓 ' + (row.holding_duration || '--') + '</span>' +
+            '<span>张数 ' + row.lots + '</span>' +
+            '</div></div>'
+        );
+    }
+
+    function pollPositions() {
+        var list = document.getElementById('position-live-list');
+        if (!list) return;
+
+        fetch('/api/position_live')
+            .then(function (r) { return r.json(); })
+            .then(function (rows) {
+                if (!rows.length) {
+                    list.innerHTML = '<div class="empty-hint">暂无持仓，左侧录入后显示</div>';
+                    return;
+                }
+                list.innerHTML = rows.map(buildPosCard).join('');
+            })
+            .catch(function () { /* ignore */ });
+    }
+
     function startPolling() {
-        if (timer) clearInterval(timer);
-        pollPrices();
-        timer = setInterval(pollPrices, 1000);
+        if (keyTimer) clearInterval(keyTimer);
+        if (posTimer) clearInterval(posTimer);
+        pollKeyPrices();
+        pollPositions();
+        keyTimer = setInterval(pollKeyPrices, 1000);
+        posTimer = setInterval(pollPositions, 1000);
     }
 
     document.addEventListener('DOMContentLoaded', startPolling);

static/js/plans.js

@@ -25,10 +25,10 @@
                     }
                     if (row.in_zone && distEl) {
                         distEl.innerHTML = '<span class="text-profit" style="font-weight:600">在区间内</span>';
-                    } else if (distEl && upEl && downEl) {
+                    } else if (distEl) {
                         distEl.innerHTML =
-                            '距上 <span class="dist-up">' + fmtDist(row.dist_upper) + '</span>' +
-                            ' · 距下 <span class="dist-down">' + fmtDist(row.dist_lower) + '</span>';
+                            '距上<span class="dist-up">' + fmtDist(row.dist_upper) + '</span> ' +
+                            '距下<span class="dist-down">' + fmtDist(row.dist_lower) + '</span>';
                     }
                 });
             })

static/js/review.js

@@ -162,4 +162,6 @@
         bindModal();
         recalc();
     });
+
+    window.recalc = recalc;
 })();

static/js/trades.js

@@ -0,0 +1,42 @@
+(function () {
+    var switchEl = document.getElementById('trade-edit-switch');
+    if (!switchEl) return;
+
+    function setEditMode(on) {
+        document.querySelectorAll('.cell-edit-hide').forEach(function (el) {
+            el.style.display = on ? 'none' : '';
+        });
+        document.querySelectorAll('.cell-edit-show').forEach(function (el) {
+            if (el.type === 'hidden') return;
+            el.style.display = on ? '' : 'none';
+        });
+        document.querySelectorAll('.trade-save-btn').forEach(function (btn) {
+            btn.disabled = !on;
+        });
+    }
+
+    switchEl.addEventListener('change', function () {
+        setEditMode(switchEl.checked);
+    });
+
+    document.querySelectorAll('.trade-save-btn').forEach(function (btn) {
+        btn.addEventListener('click', function () {
+            var row = btn.closest('tr[data-trade-id]');
+            if (!row) return;
+            var id = row.getAttribute('data-trade-id');
+            var form = document.createElement('form');
+            form.method = 'POST';
+            form.action = '/update_trade/' + id;
+            row.querySelectorAll('.cell-edit-show').forEach(function (el) {
+                if (!el.name) return;
+                var input = document.createElement('input');
+                input.type = 'hidden';
+                input.name = el.name;
+                input.value = el.value;
+                form.appendChild(input);
+            });
+            document.body.appendChild(form);
+            form.submit();
+        });
+    });
+})();

templates/base.html

@@ -331,11 +331,41 @@
         .review-detail-image{flex-shrink:0;padding-top:.75rem;border-top:1px solid var(--table-border)}
         .review-detail-image img{width:100%;border-radius:10px;border:1px solid var(--card-border)}
         .review-detail-image .no-img{color:var(--text-muted);font-size:.85rem;padding:2rem;text-align:center;background:var(--card-inner);border-radius:10px}
-        .key-live{display:flex;flex-direction:column;align-items:center;gap:.15rem;min-width:100px;font-size:.8rem}
-        .key-live .live-price{font-size:1rem;font-weight:600;color:var(--accent)}
-        .key-live .live-dist{color:var(--text-muted);font-size:.72rem;white-space:nowrap}
+        .key-live{display:flex;align-items:center;justify-content:space-between;gap:.75rem;flex:1;min-width:160px}
+        .key-live .live-price-line{font-size:.85rem;font-weight:600;color:var(--accent);white-space:nowrap}
+        .key-live .live-dist{font-size:.72rem;color:var(--text-muted);white-space:nowrap}
         .key-live .live-dist span{color:var(--text-primary)}
         .list-item.key-item{gap:.65rem}
+        .pos-card{background:var(--card-inner);border:1px solid var(--card-border);border-radius:12px;padding:1rem;margin-bottom:.75rem}
+        .pos-card-head{display:flex;justify-content:space-between;align-items:flex-start;gap:.5rem;margin-bottom:.65rem}
+        .pos-card-head .title{font-size:1rem;font-weight:600;color:var(--text-title)}
+        .pos-card-meta{font-size:.75rem;color:var(--text-muted);margin-bottom:.65rem}
+        .pos-card-meta strong{color:var(--text-primary)}
+        .pos-metrics{display:grid;grid-template-columns:repeat(3,1fr);gap:.5rem .65rem;margin-bottom:.65rem}
+        .pos-metrics .cell label{display:block;font-size:.68rem;color:var(--text-muted);margin-bottom:.15rem}
+        .pos-metrics .cell div{font-size:.88rem;color:var(--text-primary)}
+        .pos-metrics .cell.pnl-pos div{color:var(--profit)}
+        .pos-metrics .cell.pnl-neg div{color:var(--loss)}
+        .pos-footer{font-size:.72rem;color:var(--text-muted);display:flex;flex-wrap:wrap;gap:.35rem 1rem;padding-top:.65rem;border-top:1px solid var(--table-border)}
+        .pos-footer span{color:var(--text-primary)}
+        .pos-del{font-size:.75rem;padding:.35rem .65rem}
+        .trade-toolbar{display:flex;align-items:center;gap:1rem;margin-bottom:1rem;flex-wrap:wrap}
+        .trade-toolbar label{display:flex;align-items:center;gap:.4rem;font-size:.85rem;cursor:pointer;color:var(--text-muted)}
+        .trade-table-wrap{overflow-x:auto}
+        .trade-table{font-size:.8rem}
+        .trade-table th{font-size:.75rem;padding:.55rem .45rem}
+        .trade-table td{padding:.45rem .4rem;vertical-align:middle}
+        .trade-table input,.trade-table select{
+            padding:.35rem .45rem;font-size:.78rem;border-radius:6px;width:100%;min-width:0;
+        }
+        .trade-table .cell-readonly{color:var(--text-primary)}
+        .trade-actions{display:flex;gap:.35rem;flex-wrap:wrap}
+        .trade-actions a,.trade-actions button{font-size:.72rem;padding:.3rem .55rem;border-radius:6px;text-decoration:none;border:none;cursor:pointer}
+        .btn-fill{background:var(--dir-bg);color:var(--accent)}
+        .btn-verify{background:var(--nav-active);color:#fff}
+        .btn-verify:disabled{opacity:.45;cursor:not-allowed}
+        .badge.result-manual{background:var(--dir-bg);color:var(--accent)}
+        .badge.result-external{background:var(--expired-bg);color:var(--expired-text)}
         .calc-readonly{background:var(--calc-bg);color:var(--accent)}
         @media(max-width:1100px){
             .split-grid{grid-template-columns:1fr}
@@ -366,7 +396,8 @@
             <nav class="site-nav">
                 <a href="{{ url_for('plans') }}" class="{% if request.endpoint == 'plans' %}active{% endif %}">开单计划</a>
                 <a href="{{ url_for('keys') }}" class="{% if request.endpoint == 'keys' %}active{% endif %}">关键位监控</a>
-                <a href="{{ url_for('records') }}" class="{% if request.endpoint == 'records' %}active{% endif %}">交易记录与复盘</a>
+                <a href="{{ url_for('trades') }}" class="{% if request.endpoint == 'trades' %}active{% endif %}">交易记录</a>
+                <a href="{{ url_for('records') }}" class="{% if request.endpoint == 'records' %}active{% endif %}">复盘</a>
                 <a href="{{ url_for('stats') }}" class="{% if request.endpoint == 'stats' %}active{% endif %}">统计分析</a>
                 <a href="{{ url_for('settings') }}" class="{% if request.endpoint == 'settings' %}active{% endif %}">系统设置</a>
             </nav>

templates/keys.html

@@ -43,8 +43,8 @@
                         <span class="badge dir">{{ '多' if k.direction == 'long' else '空' }}</span>
                     </div>
                     <div class="key-live">
-                        <span class="live-price">--</span>
-                        <span class="live-dist">距上 <span class="dist-up">--</span> · 距下 <span class="dist-down">--</span></span>
+                        <span class="live-price-line">现价：<span class="live-price">--</span></span>
+                        <span class="live-dist">距上<span class="dist-up">--</span> 距下<span class="dist-down">--</span></span>
                     </div>
                     <div>上{{ k.upper }} 下{{ k.lower }}</div>
                     <a href="{{ url_for('del_key', pid=k.id) }}" class="btn-del" onclick="return confirm('移入历史？')">删</a>
@@ -79,6 +79,47 @@
         </div>
     </div>
 </div>
+
+<div class="split-grid" style="margin-top:1.5rem">
+    <div class="card">
+        <h2>持仓录入</h2>
+        <div class="card-body">
+            <form action="{{ url_for('add_position') }}" method="post" class="form-compact">
+                <div class="form-line line-3">
+                    <div class="symbol-wrap">
+                        <input type="text" class="symbol-input" placeholder="主力合约" autocomplete="off" required>
+                        <input type="hidden" name="symbol" required>
+                        <input type="hidden" name="symbol_name">
+                        <input type="hidden" name="market_code" required>
+                        <input type="hidden" name="sina_code">
+                        <div class="symbol-dropdown"></div>
+                        <div class="symbol-selected"></div>
+                    </div>
+                    <div class="mini-field"><span>开仓时间</span><input type="datetime-local" name="open_time" required></div>
+                    <input name="lots" type="number" step="1" min="1" value="1" placeholder="张数" required>
+                </div>
+                <div class="form-line line-3">
+                    <input name="entry_price" type="number" step="0.0001" placeholder="成交价格" required>
+                    <input name="stop_loss" type="number" step="0.0001" placeholder="止损" required>
+                    <input name="take_profit" type="number" step="0.0001" placeholder="止盈" required>
+                </div>
+                <div class="form-line line-btn">
+                    <button type="submit" class="btn-primary">添加持仓</button>
+                </div>
+            </form>
+            <p class="hint" style="margin-top:.5rem">方向根据止损与成交价自动判断；风险比例依赖系统设置中的实盘资金。</p>
+        </div>
+    </div>
+
+    <div class="card">
+        <h2>实时持仓</h2>
+        <div class="card-body card-scroll" id="position-live-list">
+            {% if not positions %}
+            <div class="empty-hint">暂无持仓，左侧录入后显示</div>
+            {% endif %}
+        </div>
+    </div>
+</div>
 {% endblock %}
 {% block extra_js %}
 <script src="{{ url_for('static', filename='js/keys.js') }}"></script>

templates/plans.html

@@ -44,8 +44,8 @@
                         {% else %}<span class="badge active">已激活</span>{% endif %}
                     </div>
                     <div class="key-live">
-                        <span class="live-price">--</span>
-                        <span class="live-dist">距上 <span class="dist-up">--</span> · 距下 <span class="dist-down">--</span></span>
+                        <span class="live-price-line">现价：<span class="live-price">--</span></span>
+                        <span class="live-dist">距上<span class="dist-up">--</span> 距下<span class="dist-down">--</span></span>
                     </div>
                     <div>
                         区间{{ p.zone_lower }}~{{ p.zone_upper }}

templates/records.html

@@ -1,5 +1,5 @@
 {% extends "base.html" %}
-{% block title %}交易记录与复盘 - 国内期货监控系统{% endblock %}
+{% block title %}复盘 - 国内期货监控系统{% endblock %}
 {% block content %}
 <div class="split-grid records-split">
     <div class="card">
@@ -178,4 +178,20 @@
 {% endblock %}
 {% block extra_js %}
 <script src="{{ url_for('static', filename='js/review.js') }}"></script>
+{% if prefill %}
+<script>
+document.addEventListener('DOMContentLoaded', function () {
+    var form = document.getElementById('review-form');
+    if (!form) return;
+    var map = {{ prefill | tojson }};
+    Object.keys(map).forEach(function (k) {
+        var el = form.querySelector('[name="' + k + '"]');
+        if (el && map[k] != null && map[k] !== '') el.value = map[k];
+    });
+    var symInput = form.querySelector('.symbol-input');
+    if (symInput && map.symbol_name) symInput.value = map.symbol_name;
+    if (typeof recalc === 'function') recalc();
+});
+</script>
+{% endif %}
 {% endblock %}

templates/settings.html

@@ -2,6 +2,16 @@
 {% block title %}系统设置 - 国内期货监控系统{% endblock %}
 {% block content %}
 
+<div class="card">
+    <h2>实盘资金</h2>
+    <form action="{{ url_for('settings') }}" method="post" class="form-row">
+        <input type="hidden" name="action" value="capital">
+        <input name="live_capital" type="number" step="0.01" min="0" placeholder="实盘资金（元）" value="{{ live_capital }}" style="flex:1;min-width:200px;max-width:320px">
+        <button type="submit" class="btn-primary">保存</button>
+    </form>
+    <p class="hint" style="margin-top:.75rem">用于持仓监控的风险比例、仓位占比计算，保存在数据库中。</p>
+</div>
+
 <div class="card">
     <h2>行情说明</h2>
     <p class="hint" style="font-size:.9rem;line-height:1.6">

templates/trades.html

@@ -0,0 +1,111 @@
+{% extends "base.html" %}
+{% block title %}交易记录 - 国内期货监控系统{% endblock %}
+{% block content %}
+<div class="card">
+    <h2>交易记录</h2>
+    <div class="card-body">
+        <div class="trade-toolbar">
+            <label><input type="checkbox" id="trade-edit-switch"> 修改/核对开关（开启后可编辑关键字段）</label>
+        </div>
+        <div class="trade-table-wrap card-scroll">
+            <table class="trade-table">
+                <thead>
+                    <tr>
+                        <th>品种</th><th>类型</th><th>方向</th>
+                        <th>成交</th><th>止损(开仓)</th><th>止盈</th>
+                        <th>基数</th><th>杠杆</th><th>持仓分钟</th>
+                        <th>开仓时间</th><th>平仓时间</th>
+                        <th>盈亏(元)</th><th>结果</th><th>操作</th>
+                    </tr>
+                </thead>
+                <tbody>
+                    {% for t in trades %}
+                    <tr data-trade-id="{{ t.id }}">
+                        <td><span class="cell-readonly">{{ t.symbol_name or t.symbol }}</span></td>
+                        <td>
+                            <span class="cell-readonly cell-edit-hide">{{ t.monitor_type }}</span>
+                            <input class="cell-edit-show" type="hidden" name="monitor_type" value="{{ t.monitor_type }}">
+                        </td>
+                        <td>
+                            <span class="cell-readonly cell-edit-hide">
+                                <span class="badge dir">{{ '做多' if t.direction == 'long' else '做空' }}</span>
+                            </span>
+                            <select class="cell-edit-show" name="direction" style="display:none">
+                                <option value="long" {% if t.direction=='long' %}selected{% endif %}>做多</option>
+                                <option value="short" {% if t.direction=='short' %}selected{% endif %}>做空</option>
+                            </select>
+                        </td>
+                        <td>
+                            <span class="cell-readonly cell-edit-hide">{{ t.entry_price }}</span>
+                            <input class="cell-edit-show" type="number" step="0.0001" name="entry_price" value="{{ t.entry_price }}" style="display:none">
+                        </td>
+                        <td>
+                            <span class="cell-readonly cell-edit-hide">{{ t.stop_loss }}</span>
+                            <input class="cell-edit-show" type="number" step="0.0001" name="stop_loss" value="{{ t.stop_loss }}" style="display:none">
+                        </td>
+                        <td>
+                            <span class="cell-readonly cell-edit-hide">{{ t.take_profit }}</span>
+                            <input class="cell-edit-show" type="number" step="0.0001" name="take_profit" value="{{ t.take_profit }}" style="display:none">
+                        </td>
+                        <td>
+                            <span class="cell-readonly cell-edit-hide">{{ t.lots }}手 / {{ t.margin or '-' }}</span>
+                            <input class="cell-edit-show" type="number" step="0.01" name="margin" value="{{ t.margin or '' }}" placeholder="保证金" style="display:none">
+                            <input type="hidden" name="lots" value="{{ t.lots }}">
+                        </td>
+                        <td><span class="cell-readonly">—</span></td>
+                        <td>
+                            <span class="cell-readonly cell-edit-hide">{{ t.holding_minutes or 0 }}</span>
+                            <input class="cell-edit-show" type="number" name="holding_minutes" value="{{ t.holding_minutes or 0 }}" style="display:none">
+                        </td>
+                        <td>
+                            <span class="cell-readonly cell-edit-hide">{{ (t.open_time or '')[:16].replace('T',' ') }}</span>
+                            <input class="cell-edit-show" type="text" name="open_time" value="{{ t.open_time or '' }}" style="display:none">
+                        </td>
+                        <td>
+                            <span class="cell-readonly cell-edit-hide">{{ (t.close_time or '')[:16].replace('T',' ') }}</span>
+                            <input class="cell-edit-show" type="text" name="close_time" value="{{ t.close_time or '' }}" style="display:none">
+                        </td>
+                        <td>
+                            <span class="cell-readonly cell-edit-hide {% if t.pnl and t.pnl > 0 %}text-profit{% elif t.pnl and t.pnl < 0 %}text-loss{% endif %}">
+                                {{ t.pnl if t.pnl is not none else '-' }}
+                            </span>
+                            <input class="cell-edit-show" type="number" step="0.01" name="pnl" value="{{ t.pnl or '' }}" style="display:none">
+                            <input type="hidden" name="close_price" value="{{ t.close_price or '' }}">
+                            <input type="hidden" name="symbol_name" value="{{ t.symbol_name or t.symbol }}">
+                        </td>
+                        <td>
+                            <span class="cell-readonly cell-edit-hide">
+                                {% if t.result == '止盈' %}<span class="badge profit">{{ t.result }}</span>
+                                {% elif t.result == '止损' %}<span class="badge loss">{{ t.result }}</span>
+                                {% elif t.result == '手动平仓' %}<span class="badge result-manual">{{ t.result }}</span>
+                                {% else %}<span class="badge result-external">{{ t.result }}</span>{% endif %}
+                                {% if t.verified %}<span class="badge active" style="margin-left:.25rem">已核对</span>{% endif %}
+                            </span>
+                            <select class="cell-edit-show" name="result" style="display:none">
+                                <option value="手动平仓" {% if t.result=='手动平仓' %}selected{% endif %}>手动平仓</option>
+                                <option value="止盈" {% if t.result=='止盈' %}selected{% endif %}>止盈</option>
+                                <option value="止损" {% if t.result=='止损' %}selected{% endif %}>止损</option>
+                                <option value="外部平仓" {% if t.result=='外部平仓' %}selected{% endif %}>外部平仓</option>
+                                <option value="时间平仓" {% if t.result=='时间平仓' %}selected{% endif %}>时间平仓</option>
+                            </select>
+                        </td>
+                        <td>
+                            <div class="trade-actions">
+                                <a href="{{ url_for('fill_review_from_trade', tid=t.id) }}" class="btn-fill">填入复盘</a>
+                                <button type="button" class="btn-verify trade-save-btn" disabled>核对修改</button>
+                                <a href="{{ url_for('del_trade', tid=t.id) }}" class="btn-del" onclick="return confirm('删除？')">删除</a>
+                            </div>
+                        </td>
+                    </tr>
+                    {% else %}
+                    <tr><td colspan="14" class="text-muted">暂无交易记录</td></tr>
+                    {% endfor %}
+                </tbody>
+            </table>
+        </div>
+    </div>
+</div>
+{% endblock %}
+{% block extra_js %}
+<script src="{{ url_for('static', filename='js/trades.js') }}"></script>
+{% endblock %}