update

README.md

@@ -14,20 +14,17 @@
 ## 快速开始
 
 ```bash
-# 初始化数据库结构
-python -m app.cli init-db
-
-# 一键开机检查（默认回溯 365 天，缺失数据会自动补齐）
-python -m app.cli boot-check --days 365
-
-# 启动界面
+# 启动交互界面（内含数据库初始化、开机检查、样例回测入口）
 streamlit run app/ui/streamlit_app.py
 ```
 
 Streamlit `自检测试` 页签提供：
 - 数据库初始化快捷按钮；
 - TuShare 小范围拉取测试；
-- 开机检查器（展示当前数据覆盖范围与股票基础信息完整度）。
+- 一键开机检查（可自动补数并展示覆盖摘要）；
+- 股票行情可视化（自动加载近段时间价格、成交量，并展示核心指标）。
+
+`回测与复盘` 页签提供快速回测表单，可调整时间区间、股票池与参数并即时查看回测输出。
 
 ## 下一步
 

app/cli.py

@@ -1,77 +0,0 @@
-"""Command line entry points for routine tasks."""
-from __future__ import annotations
-
-import argparse
-from datetime import date
-
-from app.backtest.engine import BtConfig, run_backtest
-from app.data.schema import initialize_database
-from app.ingest.checker import run_boot_check
-
-
-def init_db() -> None:
-    result = initialize_database()
-    if result.skipped:
-        print("Database already initialized; skipping schema creation")
-    else:
-        print(f"Initialized database with {result.executed} statements")
-
-
-def run_sample_backtest() -> None:
-    cfg = BtConfig(
-        id="demo",
-        name="Demo Strategy",
-        start_date=date(2020, 1, 1),
-        end_date=date(2020, 3, 31),
-        universe=["000001.SZ"],
-        params={
-            "target": 0.035,
-            "stop": -0.015,
-            "hold_days": 10,
-        },
-    )
-    run_backtest(cfg)
-
-
-def run_boot_check_cli(days: int) -> None:
-    report = run_boot_check(days=days)
-    print("Boot check summary:")
-    print(f"  Period: {report.start} ~ {report.end}")
-    print(f"  Expected trading days: {report.expected_trading_days}")
-    for name, info in report.tables.items():
-        print(
-            f"  {name}: min={info.get('min')}, max={info.get('max')}, "
-            f"distinct={info.get('distinct_days')}, ok={info.get('meets_expectation')}"
-        )
-    stock = report.stock_basic
-    print(
-        f"  stock_basic: total={stock.get('total')}, "
-        f"SSE listed={stock.get('sse_listed')}, SZSE listed={stock.get('szse_listed')}"
-    )
-
-
-def main() -> None:
-    parser = argparse.ArgumentParser(description="Investment assistant toolkit")
-    sub = parser.add_subparsers(dest="command")
-
-    sub.add_parser("init-db", help="Initialize SQLite schema")
-
-    boot_parser = sub.add_parser("boot-check", help="Run startup data coverage check")
-    boot_parser.add_argument("--days", type=int, default=365, help="Lookback window in days")
-
-    sub.add_parser("sample-backtest", help="Execute demo backtest run")
-
-    args = parser.parse_args()
-
-    if args.command is None or args.command == "init-db":
-        init_db()
-    elif args.command == "boot-check":
-        run_boot_check_cli(days=args.days)
-    elif args.command == "sample-backtest":
-        run_sample_backtest()
-    else:
-        parser.print_help()
-
-
-if __name__ == "__main__":
-    main()

app/data/schema.py

@@ -2,8 +2,8 @@
 from __future__ import annotations
 
 import sqlite3
-from dataclasses import dataclass
-from typing import Iterable
+from dataclasses import dataclass, field
+from typing import Iterable, List
 
 from app.utils.db import db_session
 
@@ -86,9 +86,10 @@ SCHEMA_STATEMENTS: Iterable[str] = (
     """
     CREATE TABLE IF NOT EXISTS trade_calendar (
       exchange TEXT,
-      cal_date TEXT PRIMARY KEY,
+      cal_date TEXT,
       is_open INTEGER,
-      pretrade_date TEXT
+      pretrade_date TEXT,
+      PRIMARY KEY (exchange, cal_date)
     );
     """,
     """
@@ -203,29 +204,49 @@ SCHEMA_STATEMENTS: Iterable[str] = (
     """
 )
 
+REQUIRED_TABLES = (
+    "stock_basic",
+    "daily",
+    "daily_basic",
+    "adj_factor",
+    "suspend",
+    "trade_calendar",
+    "stk_limit",
+    "news",
+    "heat_daily",
+    "bt_config",
+    "bt_trades",
+    "bt_nav",
+    "bt_report",
+    "run_log",
+    "agent_utils",
+    "alloc_log",
+)
+
 
 @dataclass
 class MigrationResult:
     executed: int
     skipped: bool = False
+    missing_tables: List[str] = field(default_factory=list)
 
 
-def _schema_exists() -> bool:
+def _missing_tables() -> List[str]:
     try:
         with db_session(read_only=True) as conn:
-            cursor = conn.execute(
-                "SELECT name FROM sqlite_master WHERE type='table' AND name='news'"
-            )
-            return cursor.fetchone() is not None
+            rows = conn.execute("SELECT name FROM sqlite_master WHERE type='table'").fetchall()
     except sqlite3.OperationalError:
-        return False
+        return list(REQUIRED_TABLES)
+    existing = {row["name"] for row in rows}
+    return [name for name in REQUIRED_TABLES if name not in existing]
 
 
 def initialize_database() -> MigrationResult:
     """Create tables and indexes required by the application."""
 
-    if _schema_exists():
-        return MigrationResult(executed=0, skipped=True)
+    missing = _missing_tables()
+    if not missing:
+        return MigrationResult(executed=0, skipped=True, missing_tables=[])
 
     executed = 0
     with db_session() as conn:
@@ -233,4 +254,4 @@ def initialize_database() -> MigrationResult:
         for statement in SCHEMA_STATEMENTS:
             cursor.executescript(statement)
             executed += 1
-    return MigrationResult(executed=executed)
+    return MigrationResult(executed=executed, skipped=False, missing_tables=missing)

app/ui/streamlit_app.py

@@ -2,21 +2,69 @@
 from __future__ import annotations
 
 import sys
-from datetime import date
+from datetime import date, timedelta
 from pathlib import Path
 
 ROOT = Path(__file__).resolve().parents[2]
 if str(ROOT) not in sys.path:
     sys.path.insert(0, str(ROOT))
 
+import pandas as pd
 import streamlit as st
 
+from app.backtest.engine import BtConfig, run_backtest
 from app.data.schema import initialize_database
 from app.ingest.checker import run_boot_check
 from app.ingest.tushare import FetchJob, run_ingestion
 from app.llm.explain import make_human_card
+from app.utils.config import get_config
+from app.utils.db import db_session
 
 
+
+
+def _load_stock_options(limit: int = 500) -> list[str]:
+    try:
+        with db_session(read_only=True) as conn:
+            rows = conn.execute(
+                "SELECT ts_code, name FROM stock_basic WHERE list_status = 'L' ORDER BY ts_code"
+            ).fetchall()
+    except Exception:
+        return []
+    options: list[str] = []
+    for row in rows[:limit]:
+        code = row["ts_code"]
+        name = row["name"] or ""
+        label = f"{code} | {name}" if name else code
+        options.append(label)
+    return options
+
+
+def _parse_ts_code(selection: str) -> str:
+    return selection.split(' | ')[0].strip().upper()
+
+
+def _load_daily_frame(ts_code: str, start: date, end: date) -> pd.DataFrame:
+    start_str = start.strftime('%Y%m%d')
+    end_str = end.strftime('%Y%m%d')
+    range_query = (
+        "SELECT trade_date, open, high, low, close, vol, amount "
+        "FROM daily WHERE ts_code = ? AND trade_date BETWEEN ? AND ? ORDER BY trade_date"
+    )
+    fallback_query = (
+        "SELECT trade_date, open, high, low, close, vol, amount "
+        "FROM daily WHERE ts_code = ? ORDER BY trade_date DESC LIMIT 200"
+    )
+    with db_session(read_only=True) as conn:
+        df = pd.read_sql_query(range_query, conn, params=(ts_code, start_str, end_str))
+        if df.empty:
+            df = pd.read_sql_query(fallback_query, conn, params=(ts_code,))
+            if df.empty:
+                return df
+            df = df.sort_values('trade_date')
+    df['trade_date'] = pd.to_datetime(df['trade_date'])
+    df.set_index('trade_date', inplace=True)
+    return df
 def render_today_plan() -> None:
     st.header("今日计划")
     st.write("待接入候选池筛选与多智能体决策结果。")
@@ -27,12 +75,49 @@ def render_today_plan() -> None:
 def render_backtest() -> None:
     st.header("回测与复盘")
     st.write("在此运行回测、展示净值曲线与代理贡献。")
-    st.button("开始回测")
+
+    default_start = date(2020, 1, 1)
+    default_end = date(2020, 3, 31)
+
+    col1, col2 = st.columns(2)
+    start_date = col1.date_input("开始日期", value=default_start)
+    end_date = col2.date_input("结束日期", value=default_end)
+    universe_text = st.text_input("股票列表（逗号分隔）", value="000001.SZ")
+    target = st.number_input("目标收益（例：0.035 表示 3.5%）", value=0.035, step=0.005, format="%.3f")
+    stop = st.number_input("止损收益（例：-0.015 表示 -1.5%）", value=-0.015, step=0.005, format="%.3f")
+    hold_days = st.number_input("持有期（交易日）", value=10, step=1)
+
+    if st.button("运行回测"):
+        with st.spinner("正在执行回测..."):
+            try:
+                universe = [code.strip() for code in universe_text.split(',') if code.strip()]
+                cfg = BtConfig(
+                    id="streamlit_demo",
+                    name="Streamlit Demo Strategy",
+                    start_date=start_date,
+                    end_date=end_date,
+                    universe=universe,
+                    params={
+                        "target": target,
+                        "stop": stop,
+                        "hold_days": int(hold_days),
+                    },
+                )
+                result = run_backtest(cfg)
+                st.success("回测执行完成，详见回测结果摘要。")
+                st.json({"nav_records": result.nav_series, "trades": result.trades})
+            except Exception as exc:  # noqa: BLE001
+                st.error(f"回测执行失败：{exc}")
 
 
 def render_settings() -> None:
     st.header("数据与设置")
-    st.text_input("TuShare Token")
+    cfg = get_config()
+    token = st.text_input("TuShare Token", value=cfg.tushare_token or "", type="password")
+    if st.button("保存 Token"):
+        cfg.tushare_token = token.strip() or None
+        st.success("TuShare Token 已更新，仅保存在当前会话。")
+
     st.write("新闻源开关与数据库备份将在此配置。")
 
 
@@ -79,6 +164,65 @@ def render_tests() -> None:
             except Exception as exc:  # noqa: BLE001
                 st.error(f"开机检查失败：{exc}")
 
+    st.divider()
+    st.subheader("股票行情可视化")
+    options = _load_stock_options()
+    default_code = options[0] if options else "000001.SZ"
+
+    if options:
+        selection = st.selectbox("选择股票", options, index=0)
+        ts_code = _parse_ts_code(selection)
+    else:
+        ts_code = st.text_input("输入股票代码（如 000001.SZ）", value=default_code).strip().upper()
+
+    viz_col1, viz_col2 = st.columns(2)
+    default_start = date.today() - timedelta(days=180)
+    start_date = viz_col1.date_input("开始日期", value=default_start, key="viz_start")
+    end_date = viz_col2.date_input("结束日期", value=date.today(), key="viz_end")
+
+    if start_date > end_date:
+        st.error("开始日期不能晚于结束日期")
+        return
+
+    with st.spinner("正在加载行情数据..."):
+        try:
+            df = _load_daily_frame(ts_code, start_date, end_date)
+        except Exception as exc:  # noqa: BLE001
+            st.error(f"读取数据失败：{exc}")
+            return
+
+    if df.empty:
+        st.warning("未查询到该区间的交易数据，请确认数据库已拉取对应日线。")
+        return
+
+    price_df = df[["close"]].rename(columns={"close": "收盘价"})
+    volume_df = df[["vol"]].rename(columns={"vol": "成交量(手)"})
+
+    if price_df.shape[0] > 180:
+        sampled = price_df.resample('3D').last().dropna()
+    else:
+        sampled = price_df
+
+    if volume_df.shape[0] > 180:
+        volume_sampled = volume_df.resample('3D').mean().dropna()
+    else:
+        volume_sampled = volume_df
+
+    first_close = sampled.iloc[0, 0]
+    last_close = sampled.iloc[-1, 0]
+    delta_abs = last_close - first_close
+    delta_pct = (delta_abs / first_close * 100) if first_close else 0.0
+
+    metric_col1, metric_col2, metric_col3 = st.columns(3)
+    metric_col1.metric("最新收盘价", f"{last_close:.2f}", delta=f"{delta_abs:+.2f}")
+    metric_col2.metric("区间涨跌幅", f"{delta_pct:+.2f}%")
+    metric_col3.metric("平均成交量", f"{volume_sampled['成交量(手)'].mean():.0f}")
+
+    st.line_chart(sampled, width='stretch')
+    st.bar_chart(volume_sampled, width='stretch')
+    st.caption("提示：成交量单位为手，若需更长区间请调整日期后重新加载。")
+    st.dataframe(df.reset_index().tail(10), width='stretch')
+
 
 def main() -> None:
     st.set_page_config(page_title="多智能体投资助理", layout="wide")