add stock name, industry and timestamp to investment pool schema

app/backtest/engine.py

@@ -2,6 +2,7 @@
 from __future__ import annotations
 
 import json
+import sqlite3
 from collections import defaultdict
 from dataclasses import dataclass, field
 from datetime import date, datetime
@@ -970,12 +971,17 @@ class BacktestEngine:
                 for code, dept in decision.department_decisions.items()
             }
 
+        stock_info = self.data_broker.get_stock_info(context.ts_code, context.trade_date)
+        name = stock_info.get("name") if stock_info else None
+        industry = stock_info.get("industry") if stock_info else None
+
         with db_session() as conn:
+            self._ensure_investment_pool_columns(conn)
             conn.execute(
                 """
                 INSERT OR REPLACE INTO investment_pool
-                (trade_date, ts_code, score, status, rationale, tags, metadata)
+                (trade_date, ts_code, score, status, rationale, tags, metadata, name, industry)
-                VALUES (?, ?, ?, ?, ?, ?, ?)
+                VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?)
                 """,
                 (
                     context.trade_date,
@@ -985,9 +991,44 @@ class BacktestEngine:
                     summary or None,
                     json.dumps(_department_tags(decision), ensure_ascii=False),
                     json.dumps(metadata, ensure_ascii=False),
+                    name,
+                    industry,
                 ),
             )
 
+    @staticmethod
+    def _ensure_investment_pool_columns(conn: sqlite3.Connection) -> None:
+        try:
+            info = conn.execute("PRAGMA table_info(investment_pool)").fetchall()
+        except sqlite3.Error:
+            return
+
+        columns = {
+            (row[1] if not isinstance(row, sqlite3.Row) else row["name"])
+            for row in info
+            if row is not None
+        }
+        if "name" not in columns:
+            try:
+                conn.execute("ALTER TABLE investment_pool ADD COLUMN name TEXT")
+            except sqlite3.Error:
+                pass
+        if "industry" not in columns:
+            try:
+                conn.execute("ALTER TABLE investment_pool ADD COLUMN industry TEXT")
+            except sqlite3.Error:
+                pass
+        if "created_at" not in columns:
+            try:
+                conn.execute(
+                    "ALTER TABLE investment_pool ADD COLUMN created_at TEXT DEFAULT (strftime('%Y-%m-%dT%H:%M:%fZ','now'))"
+                )
+            except sqlite3.Error:
+                try:
+                    conn.execute("ALTER TABLE investment_pool ADD COLUMN created_at TEXT")
+                except sqlite3.Error:
+                    pass
+
     def _persist_portfolio(
         self,
         trade_date: str,

app/ui/views/backtest.py

@@ -26,6 +26,7 @@ from app.llm.templates import TemplateRegistry
 from app.utils import alerts
 from app.utils.config import get_config, save_config
 from app.utils.tuning import log_tuning_result
+from app.utils.portfolio import list_investment_pool
 
 from app.utils.db import db_session
 
@@ -59,7 +60,18 @@ def render_backtest_review() -> None:
     col1, col2 = st.columns(2)
     start_date = col1.date_input("开始日期", value=default_start, key="bt_start_date")
     end_date = col2.date_input("结束日期", value=default_end, key="bt_end_date")
-    universe_text = st.text_input("股票列表（逗号分隔）", value="000001.SZ", key="bt_universe")
+
+    latest_candidates = list_investment_pool(limit=50)
+    candidate_codes = [item.ts_code for item in latest_candidates]
+    default_universe = ",".join(candidate_codes) if candidate_codes else "000001.SZ"
+    universe_text = st.text_input(
+        "股票列表（逗号分隔）",
+        value=default_universe,
+        key="bt_universe",
+        help="默认载入最新候选池，如需自定义可直接编辑。",
+    )
+    if candidate_codes:
+        st.caption(f"候选池载入 {len(candidate_codes)} 个标的：{'、'.join(candidate_codes[:10])}{'…' if len(candidate_codes)>10 else ''}")
     col_target, col_stop, col_hold, col_cap = st.columns(4)
     target = col_target.number_input("目标收益（例：0.035 表示 3.5%）", value=0.035, step=0.005, format="%.3f", key="bt_target")
     stop = col_stop.number_input("止损收益（例：-0.015 表示 -1.5%）", value=-0.015, step=0.005, format="%.3f", key="bt_stop")

app/ui/views/stock_eval.py

@@ -2,6 +2,7 @@
 from datetime import date, datetime, timedelta
 from typing import Dict, List, Optional
 import json
+import sqlite3
 
 import numpy as np
 import pandas as pd
@@ -15,6 +16,44 @@ from app.utils.data_access import DataBroker
 from app.utils.db import db_session
 from app.utils.logging import get_logger
 
+LOGGER = get_logger(__name__)
+LOG_EXTRA = {"stage": "stock_eval"}
+
+
+def _ensure_investment_pool_schema(conn: sqlite3.Connection) -> None:
+    """Ensure investment_pool table has latest optional columns."""
+    try:
+        info = conn.execute("PRAGMA table_info(investment_pool)").fetchall()
+    except sqlite3.Error:
+        return
+
+    columns = {
+        (row["name"] if isinstance(row, sqlite3.Row) else row[1])
+        for row in info
+        if row is not None
+    }
+
+    if "name" not in columns:
+        try:
+            conn.execute("ALTER TABLE investment_pool ADD COLUMN name TEXT")
+        except sqlite3.Error:
+            pass
+    if "industry" not in columns:
+        try:
+            conn.execute("ALTER TABLE investment_pool ADD COLUMN industry TEXT")
+        except sqlite3.Error:
+            pass
+    if "created_at" not in columns:
+        try:
+            conn.execute(
+                "ALTER TABLE investment_pool ADD COLUMN created_at TEXT DEFAULT (strftime('%Y-%m-%dT%H:%M:%fZ','now'))"
+            )
+        except sqlite3.Error:
+            try:
+                conn.execute("ALTER TABLE investment_pool ADD COLUMN created_at TEXT")
+            except sqlite3.Error:
+                pass
+
 
 def _get_latest_trading_date() -> date:
     """获取数据库中的最新交易日期"""
@@ -510,6 +549,7 @@ def _add_to_stock_pool(
         )
 
     with db_session() as conn:
+        _ensure_investment_pool_schema(conn)
         conn.execute("DELETE FROM investment_pool WHERE trade_date = ?", (trade_date,))
         if payload:
             conn.executemany(

app/ui/views/today.py

@@ -11,7 +11,7 @@ import pandas as pd
 import streamlit as st
 
 from app.backtest.engine import BacktestEngine, PortfolioState, BtConfig
-from app.utils.portfolio import list_investment_pool
+from app.utils.portfolio import InvestmentCandidate, list_investment_pool
 from app.utils.db import db_session
 
 from app.ui.shared import (
@@ -175,24 +175,39 @@ def render_today_plan() -> None:
         ).fetchall()
     symbols = [row["ts_code"] for row in code_rows]
 
+    candidate_records = list_investment_pool(trade_date=trade_date)
+    if candidate_records:
+        st.caption(
+            f"候选池包含 {len(candidate_records)} 个标的："
+            + "、".join(item.ts_code for item in candidate_records[:12])
+            + ("…" if len(candidate_records) > 12 else "")
+        )
+
+    if candidate_records:
+        candidate_codes = [item.ts_code for item in candidate_records]
+        symbols = list(dict.fromkeys(candidate_codes + symbols))
+
     detail_tab, assistant_tab = st.tabs(["标的详情", "投资助理模式"])
     with assistant_tab:
-        _render_today_plan_assistant_view(trade_date)
+        _render_today_plan_assistant_view(trade_date, candidate_records)
 
     with detail_tab:
         if not symbols:
             st.info("所选交易日暂无 agent_utils 记录。")
         else:
-            _render_today_plan_symbol_view(trade_date, symbols, query)
+            _render_today_plan_symbol_view(trade_date, symbols, query, candidate_records)
 
 
-def _render_today_plan_assistant_view(trade_date: str | int | date) -> None:
+def _render_today_plan_assistant_view(
+    trade_date: str | int | date,
+    candidate_records: List[InvestmentCandidate],
+) -> None:
     # 确保日期格式为字符串
     if isinstance(trade_date, date):
         trade_date = trade_date.strftime("%Y%m%d")
     st.info("已开启投资助理模式：以下内容为组合级（去标的）建议，不包含任何具体标的代码。")
     try:
-        candidates = list_investment_pool(trade_date=trade_date)
+        candidates = candidate_records or list_investment_pool(trade_date=trade_date)
         if candidates:
             scores = [float(item.score or 0.0) for item in candidates]
             statuses = [item.status or "UNKNOWN" for item in candidates]
@@ -259,6 +274,7 @@ def _render_today_plan_symbol_view(
     trade_date: str | int | date,
     symbols: List[str],
     query_params: Dict[str, List[str]],
+    candidate_records: List[InvestmentCandidate],
 ) -> None:
     default_ts = query_params.get("code", [symbols[0]])[0]
     try:
@@ -266,7 +282,9 @@ def _render_today_plan_symbol_view(
     except ValueError:
         default_ts_idx = 0
     ts_code = st.selectbox("标的", symbols, index=default_ts_idx)
-    batch_symbols = st.multiselect("批量重评估（可多选）", symbols, default=[])
+    candidate_code_set = {item.ts_code for item in candidate_records}
+    default_batch = [code for code in symbols if code in candidate_code_set]
+    batch_symbols = st.multiselect("批量重评估（可多选）", symbols, default=default_batch[:10])
 
     if st.button("一键重评估所有标的", type="primary", width='stretch'):
         with st.spinner("正在对所有标的进行重评估，请稍候..."):
@@ -318,6 +336,16 @@ def _render_today_plan_symbol_view(
         st.info("未查询到详细决策记录，稍后再试。")
         return
 
+    candidate_map = {item.ts_code: item for item in candidate_records}
+    candidate_info = candidate_map.get(ts_code)
+    if candidate_info:
+        info_cols = st.columns(3)
+        info_cols[0].metric("候选评分", f"{(candidate_info.score or 0):.3f}")
+        info_cols[1].metric("状态", candidate_info.status or "-")
+        info_cols[2].metric("更新时间", candidate_info.created_at or "-")
+        if candidate_info.rationale:
+            st.caption(f"候选理由：{candidate_info.rationale}")
+
     try:
         feasible_actions = json.loads(rows[0]["feasible"] or "[]")
     except (KeyError, TypeError, json.JSONDecodeError):

app/utils/portfolio.py

@@ -34,6 +34,7 @@ class InvestmentCandidate:
     metadata: Dict[str, Any]
     name: Optional[str] = None
     industry: Optional[str] = None
+    created_at: Optional[str] = None
 
 
 def list_investment_pool(
@@ -44,8 +45,33 @@ def list_investment_pool(
 ) -> List[InvestmentCandidate]:
     """Return investment candidates for the given trade date (latest if None)."""
 
+    with db_session(read_only=True) as conn:
+        try:
+            info = conn.execute("PRAGMA table_info(investment_pool)").fetchall()
+        except Exception:  # noqa: BLE001
+            LOGGER.exception("无法读取 investment_pool 结构", extra=LOG_EXTRA)
+            return []
+
+        available_columns = {
+            (row[1] if not isinstance(row, dict) else row.get("name"))
+            for row in info
+        }
+
+        select_columns = [
+            "trade_date",
+            "ts_code",
+            "score",
+            "status",
+            "rationale",
+            "tags",
+            "metadata",
+        ]
+        optional_columns = [col for col in ("name", "industry", "created_at") if col in available_columns]
+        select_columns.extend(optional_columns)
+
+        column_clause = ", ".join(select_columns)
         query = [
-        "SELECT trade_date, ts_code, score, status, rationale, tags, metadata, name, industry",
+            f"SELECT {column_clause}",
             "FROM investment_pool",
         ]
         params: List[Any] = []
@@ -68,7 +94,6 @@ def list_investment_pool(
         params.append(int(limit))
 
         sql = "\n".join(query)
-    with db_session(read_only=True) as conn:
         try:
             rows = conn.execute(sql, params).fetchall()
         except Exception:  # noqa: BLE001
@@ -77,6 +102,7 @@ def list_investment_pool(
 
     candidates: List[InvestmentCandidate] = []
     for row in rows:
+        row_keys = set(row.keys()) if hasattr(row, "keys") else set()
         candidates.append(
             InvestmentCandidate(
                 trade_date=row["trade_date"],
@@ -86,8 +112,9 @@ def list_investment_pool(
                 rationale=row["rationale"],
                 tags=list(_loads_or_default(row["tags"], [])),
                 metadata=dict(_loads_or_default(row["metadata"], {})),
-                name=row["name"],
+                name=row["name"] if "name" in row_keys else None,
-                industry=row["industry"],
+                industry=row["industry"] if "industry" in row_keys else None,
+                created_at=row["created_at"] if "created_at" in row_keys else None,
             )
         )
     return candidates