update
This commit is contained in:
sam
parent
a2041db4a5
commit
cf9e902480
@ -961,86 +961,8 @@ def render_today_plan() -> None:
|
||||
st.error(f"获取新闻数据时发生错误：{e}")
|
||||
|
||||
st.divider()
|
||||
st.subheader("投资池与仓位概览")
|
||||
|
||||
snapshot = get_latest_snapshot()
|
||||
if snapshot:
|
||||
col_a, col_b, col_c = st.columns(3)
|
||||
if snapshot.total_value is not None:
|
||||
col_a.metric("组合净值", f"{snapshot.total_value:,.2f}")
|
||||
if snapshot.cash is not None:
|
||||
col_b.metric("现金余额", f"{snapshot.cash:,.2f}")
|
||||
if snapshot.invested_value is not None:
|
||||
col_c.metric("持仓市值", f"{snapshot.invested_value:,.2f}")
|
||||
detail_cols = st.columns(4)
|
||||
if snapshot.unrealized_pnl is not None:
|
||||
detail_cols[0].metric("浮盈", f"{snapshot.unrealized_pnl:,.2f}")
|
||||
if snapshot.realized_pnl is not None:
|
||||
detail_cols[1].metric("已实现盈亏", f"{snapshot.realized_pnl:,.2f}")
|
||||
if snapshot.net_flow is not None:
|
||||
detail_cols[2].metric("净流入", f"{snapshot.net_flow:,.2f}")
|
||||
if snapshot.exposure is not None:
|
||||
detail_cols[3].metric("风险敞口", f"{snapshot.exposure:.2%}")
|
||||
if snapshot.notes:
|
||||
st.caption(f"备注：{snapshot.notes}")
|
||||
else:
|
||||
st.info("暂无组合快照，请在执行回测或实盘同步后写入 portfolio_snapshots。")
|
||||
|
||||
candidates = list_investment_pool(trade_date=trade_date)
|
||||
if candidates:
|
||||
candidate_df = pd.DataFrame(
|
||||
[
|
||||
{
|
||||
"交易日": item.trade_date,
|
||||
"代码": item.ts_code,
|
||||
"评分": item.score,
|
||||
"状态": item.status,
|
||||
"标签": "、".join(item.tags) if item.tags else "-",
|
||||
"理由": item.rationale or "",
|
||||
}
|
||||
for item in candidates
|
||||
]
|
||||
)
|
||||
st.write("候选投资池：")
|
||||
st.dataframe(candidate_df, width='stretch', hide_index=True)
|
||||
else:
|
||||
st.caption("候选投资池暂无数据。")
|
||||
|
||||
positions = list_positions(active_only=False)
|
||||
if positions:
|
||||
position_df = pd.DataFrame(
|
||||
[
|
||||
{
|
||||
"ID": pos.id,
|
||||
"代码": pos.ts_code,
|
||||
"开仓日": pos.opened_date,
|
||||
"平仓日": pos.closed_date or "-",
|
||||
"状态": pos.status,
|
||||
"数量": pos.quantity,
|
||||
"成本": pos.cost_price,
|
||||
"现价": pos.market_price,
|
||||
"市值": pos.market_value,
|
||||
"浮盈": pos.unrealized_pnl,
|
||||
"已实现": pos.realized_pnl,
|
||||
"目标权重": pos.target_weight,
|
||||
}
|
||||
for pos in positions
|
||||
]
|
||||
)
|
||||
st.write("组合持仓：")
|
||||
st.dataframe(position_df, width='stretch', hide_index=True)
|
||||
else:
|
||||
st.caption("组合持仓暂无记录。")
|
||||
|
||||
trades = list_recent_trades(limit=20)
|
||||
if trades:
|
||||
trades_df = pd.DataFrame(trades)
|
||||
st.write("近期成交：")
|
||||
st.dataframe(trades_df, width='stretch', hide_index=True)
|
||||
else:
|
||||
st.caption("近期成交暂无记录。")
|
||||
|
||||
st.caption("数据来源：agent_utils、investment_pool、portfolio_positions、portfolio_trades、portfolio_snapshots。")
|
||||
# 提示用户跳转到单独的“投资池与仓位概览”页
|
||||
st.info("投资池与仓位概览已移至单独页面。请在侧边或页面导航中选择“投资池/仓位”以查看详细信息。")
|
||||
|
||||
st.divider()
|
||||
st.subheader("策略重评估")
|
||||
@ -1281,6 +1203,100 @@ def render_log_viewer() -> None:
|
||||
compare_date1 = st.date_input("对比日期1", value=date.today() - timedelta(days=1))
|
||||
with col4:
|
||||
compare_date2 = st.date_input("对比日期2", value=date.today())
|
||||
|
||||
|
||||
def render_pool_overview() -> None:
|
||||
"""单独的投资池与仓位概览页面（从今日计划中提取）。"""
|
||||
LOGGER.info("渲染投资池与仓位概览页面", extra=LOG_EXTRA)
|
||||
st.header("投资池与仓位概览")
|
||||
|
||||
snapshot = get_latest_snapshot()
|
||||
if snapshot:
|
||||
col_a, col_b, col_c = st.columns(3)
|
||||
if snapshot.total_value is not None:
|
||||
col_a.metric("组合净值", f"{snapshot.total_value:,.2f}")
|
||||
if snapshot.cash is not None:
|
||||
col_b.metric("现金余额", f"{snapshot.cash:,.2f}")
|
||||
if snapshot.invested_value is not None:
|
||||
col_c.metric("持仓市值", f"{snapshot.invested_value:,.2f}")
|
||||
detail_cols = st.columns(4)
|
||||
if snapshot.unrealized_pnl is not None:
|
||||
detail_cols[0].metric("浮盈", f"{snapshot.unrealized_pnl:,.2f}")
|
||||
if snapshot.realized_pnl is not None:
|
||||
detail_cols[1].metric("已实现盈亏", f"{snapshot.realized_pnl:,.2f}")
|
||||
if snapshot.net_flow is not None:
|
||||
detail_cols[2].metric("净流入", f"{snapshot.net_flow:,.2f}")
|
||||
if snapshot.exposure is not None:
|
||||
detail_cols[3].metric("风险敞口", f"{snapshot.exposure:.2%}")
|
||||
if snapshot.notes:
|
||||
st.caption(f"备注：{snapshot.notes}")
|
||||
else:
|
||||
st.info("暂无组合快照，请在执行回测或实盘同步后写入 portfolio_snapshots。")
|
||||
|
||||
# 候选池
|
||||
try:
|
||||
# trade_date param optional; use latest available if not provided
|
||||
latest_date = _get_latest_trade_date()
|
||||
candidates = list_investment_pool(trade_date=latest_date)
|
||||
except Exception:
|
||||
LOGGER.exception("加载候选池失败", extra=LOG_EXTRA)
|
||||
candidates = []
|
||||
|
||||
if candidates:
|
||||
candidate_df = pd.DataFrame(
|
||||
[
|
||||
{
|
||||
"交易日": item.trade_date,
|
||||
"代码": item.ts_code,
|
||||
"评分": item.score,
|
||||
"状态": item.status,
|
||||
"标签": "、".join(item.tags) if item.tags else "-",
|
||||
"理由": item.rationale or "",
|
||||
}
|
||||
for item in candidates
|
||||
]
|
||||
)
|
||||
st.write("候选投资池：")
|
||||
st.dataframe(candidate_df, width='stretch', hide_index=True)
|
||||
else:
|
||||
st.caption("候选投资池暂无数据。")
|
||||
|
||||
# 持仓
|
||||
positions = list_positions(active_only=False)
|
||||
if positions:
|
||||
position_df = pd.DataFrame(
|
||||
[
|
||||
{
|
||||
"ID": pos.id,
|
||||
"代码": pos.ts_code,
|
||||
"开仓日": pos.opened_date,
|
||||
"平仓日": pos.closed_date or "-",
|
||||
"状态": pos.status,
|
||||
"数量": pos.quantity,
|
||||
"成本": pos.cost_price,
|
||||
"现价": pos.market_price,
|
||||
"市值": pos.market_value,
|
||||
"浮盈": pos.unrealized_pnl,
|
||||
"已实现": pos.realized_pnl,
|
||||
"目标权重": pos.target_weight,
|
||||
}
|
||||
for pos in positions
|
||||
]
|
||||
)
|
||||
st.write("组合持仓：")
|
||||
st.dataframe(position_df, width='stretch', hide_index=True)
|
||||
else:
|
||||
st.caption("组合持仓暂无记录。")
|
||||
|
||||
trades = list_recent_trades(limit=20)
|
||||
if trades:
|
||||
trades_df = pd.DataFrame(trades)
|
||||
st.write("近期成交：")
|
||||
st.dataframe(trades_df, width='stretch', hide_index=True)
|
||||
else:
|
||||
st.caption("近期成交暂无记录。")
|
||||
|
||||
st.caption("数据来源：agent_utils、investment_pool、portfolio_positions、portfolio_trades、portfolio_snapshots。")
|
||||
|
||||
if st.button("执行对比", type="secondary"):
|
||||
with st.spinner("执行日志对比分析中..."):
|
||||
@ -2964,7 +2980,7 @@ def main() -> None:
|
||||
st.error(f"❌ 自动数据更新失败：{exc}")
|
||||
|
||||
render_global_dashboard()
|
||||
tabs = st.tabs(["今日计划", "回测与复盘", "行情可视化", "日志钻取", "数据与设置", "自检测试"])
|
||||
tabs = st.tabs(["今日计划", "投资池/仓位", "回测与复盘", "行情可视化", "日志钻取", "数据与设置", "自检测试"])
|
||||
LOGGER.debug(
|
||||
"Tabs 初始化完成：%s",
|
||||
["今日计划", "回测与复盘", "行情可视化", "日志钻取", "数据与设置", "自检测试"],
|
||||
@ -2973,12 +2989,14 @@ def main() -> None:
|
||||
with tabs[0]:
|
||||
render_today_plan()
|
||||
with tabs[1]:
|
||||
render_backtest_review()
|
||||
render_pool_overview()
|
||||
with tabs[2]:
|
||||
render_market_visualization()
|
||||
render_backtest_review()
|
||||
with tabs[3]:
|
||||
render_log_viewer()
|
||||
render_market_visualization()
|
||||
with tabs[4]:
|
||||
render_log_viewer()
|
||||
with tabs[5]:
|
||||
st.header("系统设置")
|
||||
settings_tabs = st.tabs(["配置概览", "LLM 设置", "投资组合", "数据源"])
|
||||
|
||||
@ -2994,7 +3012,7 @@ def main() -> None:
|
||||
|
||||
with settings_tabs[3]:
|
||||
render_data_settings()
|
||||
with tabs[5]:
|
||||
with tabs[6]:
|
||||
render_tests()
|
||||
|
||||
|
||||
|
||||
Loading…
Reference in New Issue
Block a user