"""Streamlit UI scaffold for the investment assistant.""" from __future__ import annotations import sys 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。") sample = make_human_card("000001.SZ", "2025-01-01", {"decisions": []}) st.json(sample) 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。") 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") 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。") def render_tests() -> None: st.header("自检测试") st.write("用于快速检查数据库与数据拉取是否正常工作。") if st.button("测试数据库初始化"): with st.spinner("正在检查数据库..."): result = initialize_database() if result.skipped: st.success("数据库已存在，检查通过。") else: st.success(f"数据库初始化完成，共执行 {result.executed} 条语句。") st.divider() if st.button("测试 TuShare 拉取（示例 2024-01-01 至 2024-01-03）"): with st.spinner("正在调用 TuShare 接口..."): try: run_ingestion( FetchJob( name="streamlit_self_test", start=date(2024, 1, 1), end=date(2024, 1, 3), ts_codes=("000001.SZ",), ), include_limits=False, ) st.success("TuShare 示例拉取完成，数据已写入数据库。") except Exception as exc: # noqa: BLE001 st.error(f"拉取失败：{exc}") st.info("注意：TuShare 拉取依赖网络与 Token，若环境未配置将出现错误提示。") st.divider() days = int(st.number_input("检查窗口（天数）", min_value=30, max_value=1095, value=365, step=30)) if st.button("执行开机检查"): progress_bar = st.progress(0.0) status_placeholder = st.empty() log_placeholder = st.empty() messages: list[str] = [] def hook(message: str, value: float) -> None: progress_bar.progress(min(max(value, 0.0), 1.0)) status_placeholder.write(message) messages.append(message) with st.spinner("正在执行开机检查..."): try: report = run_boot_check(days=days, progress_hook=hook) st.success("开机检查完成，以下为数据覆盖摘要。") st.json(report.to_dict()) if messages: log_placeholder.markdown("\n".join(f"- {msg}" for msg in messages)) except Exception as exc: # noqa: BLE001 st.error(f"开机检查失败：{exc}") if messages: log_placeholder.markdown("\n".join(f"- {msg}" for msg in messages)) finally: progress_bar.progress(1.0) 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") tabs = st.tabs(["今日计划", "回测与复盘", "数据与设置", "自检测试"]) with tabs[0]: render_today_plan() with tabs[1]: render_backtest() with tabs[2]: render_settings() with tabs[3]: render_tests() if __name__ == "__main__": main()