Add demo trading analyst with plan validation and sizing

The analyst prompts the model with trading rules, published skills,
account sizing inputs and prefetched market data, exposes read-only
tools plus submit_trade_plan, and validates and sizes the submitted plan
in pure functions covered by pytest. Manual analyses run as dry runs
while trading is stopped; the trading page shows the latest plan and an
analysis detail drawer.

web/src/apis/trading.ts

@@ -140,3 +140,95 @@ export function deleteSymbol(symbol: string): Promise<void> {
 export function listEvents(params: { symbol?: string, before?: number, limit?: number }): Promise<TradingEvent[]> {
   return http.get("/trading/events", { params })
 }
+
+export interface PlanCondition {
+  direction: "above" | "below"
+  price: string
+  timeframe: "mark" | "1m" | "15m" | "1h" | "4h"
+  basis: string
+}
+
+/** submit_trade_plan 的参数原样保存；数值为字符串 */
+export interface TradeDecision {
+  action: "plan" | "keep" | "exit" | "wait"
+  summary: string
+  reasons: string
+  risks: string
+  reevaluate: PlanCondition[]
+  direction: "long" | "short" | null
+  confidence: "high" | "medium" | "low" | null
+  entries: { price: string, ratio: string, basis: string }[] | null
+  stop: string | null
+  stop_basis: string | null
+  take_profits: { price: string, basis: string }[] | null
+  entry_valid_hours: string | null
+  max_hold_hours: string | null
+  invalidation: PlanCondition | null
+}
+
+/** 程序按交易资金算出的数量和风险 */
+export interface Sizing {
+  direction: "long" | "short"
+  entries: { price: string, ratio: string, quantity: string, notional: string }[]
+  stop: string
+  take_profits: { price: string, ratio: string, quantity: string }[]
+  average_price: string
+  quantity: string
+  notional: string
+  capital: string
+  leverage: string
+  risk_amount: string
+  risk_at_stop: string
+  risk_pct: string
+  capped_by_leverage: boolean
+  reward_risk: string
+  reward_risk_first_only: string
+}
+
+export interface Analysis {
+  id: number
+  symbol: string
+  angle: Angle
+  reasons: string[]
+  dry_run: boolean
+  status: "running" | "done" | "failed"
+  action: TradeDecision["action"] | null
+  decision: TradeDecision | null
+  sizing: Sizing | null
+  error: string | null
+  model: string | null
+  reasoning_effort: string | null
+  usage: { input_tokens: number, output_tokens: number } | null
+  started_at: string
+  finished_at: string | null
+  plan_status: "pending" | "open" | "closed" | "canceled" | "replaced" | null
+  valid_until: string | null
+  first_fill_at: string | null
+  close_deadline: string | null
+  closed_at: string | null
+  close_reason: string | null
+  result: Record<string, unknown> | null
+}
+
+/** 与协议无关的消息格式，同 Chat */
+export type TranscriptMessage
+  = | { role: "user", text: string }
+    | { role: "assistant", text: string, tool_calls: { id: string, name: string, arguments: Record<string, unknown> }[] }
+    | { role: "tool", tool_call_id: string, name: string, result: string }
+
+export interface AnalysisDetail extends Analysis {
+  text: string | null
+  transcript: TranscriptMessage[] | null
+}
+
+export function requestAnalysis(symbol: string): Promise<void> {
+  return http.post(`/trading/symbols/${symbol}/analyze`)
+}
+
+export function listAnalyses(params: { symbol?: string, limit?: number }): Promise<Analysis[]> {
+  return http.get("/trading/analyses", { params })
+}
+
+export function getAnalysis(id: number): Promise<AnalysisDetail> {
+  return http.get(`/trading/analyses/${id}`)
+}

web/src/pages/trading/components/AnalysisDrawer.vue

@@ -0,0 +1,68 @@
+<script lang="ts" setup>
+import type { AnalysisDetail } from "@/apis/trading"
+import { getAnalysis } from "@/apis/trading"
+import { renderMarkdown } from "@/utils/markdown"
+import { formatTime } from "@/utils/text"
+
+const props = defineProps<{ analysisId: number | null }>()
+const visible = defineModel<boolean>({ required: true })
+
+const detail = ref<AnalysisDetail>()
+
+watch(() => [visible.value, props.analysisId] as const, async ([open, id]) => {
+  detail.value = undefined
+  if (open && id)
+    detail.value = await getAnalysis(id)
+})
+
+const toolResults = computed(() => {
+  const results = new Map<string, string>()
+  for (const m of detail.value?.transcript ?? []) {
+    if (m.role === "tool")
+      results.set(m.tool_call_id, m.result)
+  }
+  return results
+})
+
+function pretty(raw: string | undefined) {
+  if (raw === undefined)
+    return "无结果"
+  try {
+    return JSON.stringify(JSON.parse(raw), null, 2)
+  } catch {
+    return raw
+  }
+}
+</script>
+
+<template>
+  <el-drawer v-model="visible" :title="detail ? `分析 #${detail.id} · ${detail.symbol}` : '分析'" size="55%">
+    <div v-if="detail" class="flex flex-col gap-3 text-sm">
+      <div class="text-xs text-[var(--el-text-color-secondary)]">
+        {{ formatTime(detail.started_at) }} – {{ formatTime(detail.finished_at) }} · {{ detail.reasons.join("；") }}
+        · {{ detail.model }}{{ detail.reasoning_effort ? ` / ${detail.reasoning_effort}` : "" }}
+        · {{ detail.usage?.input_tokens.toLocaleString() }} / {{ detail.usage?.output_tokens.toLocaleString() }} token
+        {{ detail.dry_run ? "· 试运行" : "" }}
+      </div>
+      <el-alert v-if="detail.error" type="error" :closable="false" :title="detail.error" />
+      <!-- markdown-it 已关闭 html，模型输出中的标签按文本显示 -->
+      <div v-if="detail.text" class="markdown-body" v-html="renderMarkdown(detail.text)" />
+      <el-collapse>
+        <template v-for="(m, i) in detail.transcript ?? []" :key="i">
+          <el-collapse-item v-if="m.role === 'user'" :name="`u${i}`" :title="i === 0 ? '发给模型的数据（账户、持仓、预取行情）' : '程序提示'">
+            <pre class="m-0 max-h-120 overflow-auto whitespace-pre-wrap break-all text-xs">{{ m.text }}</pre>
+          </el-collapse-item>
+          <template v-else-if="m.role === 'assistant'">
+            <el-collapse-item v-for="call in m.tool_calls" :key="call.id" :name="call.id">
+              <template #title>
+                <span class="inline-block max-w-[90%] truncate text-xs font-mono">{{ call.name }} {{ JSON.stringify(call.arguments) }}</span>
+              </template>
+              <pre class="m-0 max-h-120 overflow-auto whitespace-pre-wrap break-all text-xs">{{ pretty(toolResults.get(call.id)) }}</pre>
+            </el-collapse-item>
+          </template>
+        </template>
+      </el-collapse>
+    </div>
+    <div v-else v-loading="true" class="h-40" />
+  </el-drawer>
+</template>

web/src/pages/trading/components/PlanCard.vue

@@ -0,0 +1,148 @@
+<script lang="ts" setup>
+import type { Analysis, PlanCondition, TradingSymbol } from "@/apis/trading"
+import { ANGLE_LABELS } from "@/apis/trading"
+import { formatTime } from "@/utils/text"
+
+const props = defineProps<{ symbol: TradingSymbol, analysis: Analysis | null, requesting: boolean }>()
+const emit = defineEmits<{ analyze: [], detail: [id: number] }>()
+
+const ACTION_LABELS = { plan: "新计划", keep: "维持当前计划", exit: "结束当前计划", wait: "观望" } as const
+const CONFIDENCE_LABELS = { high: "高", medium: "中", low: "低" } as const
+const TIMEFRAME_LABELS = { "mark": "标记价触及", "1m": "1m 收盘", "15m": "15m 收盘", "1h": "1h 收盘", "4h": "4h 收盘" } as const
+
+const now = ref(Date.now())
+const ticker = setInterval(() => now.value = Date.now(), 1000)
+onBeforeUnmount(() => clearInterval(ticker))
+
+const decision = computed(() => props.analysis?.decision ?? null)
+const sizing = computed(() => props.analysis?.sizing ?? null)
+const busy = computed(() => props.requesting || props.symbol.analyzing || !!props.symbol.analysis_requested_at)
+const elapsed = computed(() => props.analysis ? Math.max(0, Math.round((now.value - new Date(props.analysis.started_at).getTime()) / 1000)) : 0)
+
+function condition(c: PlanCondition) {
+  return `${TIMEFRAME_LABELS[c.timeframe]}${c.direction === "above" ? "高于" : "低于"} ${c.price}`
+}
+
+/** 失效后的应急动作：短线立即市价平仓，长线等 4h 收盘后请模型复核 */
+const invalidationAction = computed(() => props.analysis?.angle === "short" ? "立即市价平仓" : "请模型复核")
+</script>
+
+<template>
+  <div class="border border-[var(--el-border-color)] rounded border-solid p-3">
+    <div class="mb-2 flex items-center gap-2">
+      <span class="font-bold">{{ symbol.symbol }}</span>
+      <span class="text-xs text-[var(--el-text-color-secondary)]">{{ ANGLE_LABELS[symbol.angle] }}</span>
+      <div class="flex-1" />
+      <el-button v-if="analysis && analysis.status !== 'running'" link type="primary" @click="emit('detail', analysis.id)">
+        查看完整分析
+      </el-button>
+      <el-button size="small" type="primary" :loading="busy" @click="emit('analyze')">
+        {{ busy ? "分析中" : "立即分析" }}
+      </el-button>
+    </div>
+
+    <div v-if="!analysis" class="text-sm text-[var(--el-text-color-secondary)]">
+      还没有分析。引擎停止时点「立即分析」为试运行：计划只记录，不下单。
+    </div>
+    <div v-else-if="analysis.status === 'running'" class="text-sm text-[var(--el-text-color-secondary)]">
+      模型分析中，已用 {{ elapsed }} 秒（通常 1–3 分钟）…
+    </div>
+    <el-alert v-else-if="analysis.status === 'failed'" type="error" :closable="false" show-icon>
+      {{ formatTime(analysis.started_at) }} 分析失败：{{ analysis.error }}
+    </el-alert>
+
+    <div v-else-if="decision" class="flex flex-col gap-2 text-sm">
+      <div class="flex flex-wrap items-center gap-2">
+        <el-tag v-if="analysis.dry_run" type="info" size="small">
+          试运行
+        </el-tag>
+        <el-tag size="small">
+          {{ ACTION_LABELS[decision.action] }}
+        </el-tag>
+        <el-tag v-if="decision.direction" :type="decision.direction === 'long' ? 'success' : 'danger'" size="small">
+          {{ decision.direction === "long" ? "做多" : "做空" }}
+        </el-tag>
+        <el-tag v-if="decision.confidence" type="warning" size="small">
+          置信度{{ CONFIDENCE_LABELS[decision.confidence] }}
+        </el-tag>
+        <span class="text-xs text-[var(--el-text-color-secondary)]">
+          {{ formatTime(analysis.started_at) }} · {{ analysis.reasons.join("；") }} · {{ analysis.model }}{{ analysis.reasoning_effort ? ` / ${analysis.reasoning_effort}` : "" }}
+          · {{ analysis.usage?.input_tokens.toLocaleString() }} / {{ analysis.usage?.output_tokens.toLocaleString() }} token
+        </span>
+      </div>
+      <div class="font-bold">
+        {{ decision.summary }}
+      </div>
+      <div><span class="label">为什么</span>{{ decision.reasons }}</div>
+
+      <template v-if="decision.action === 'plan' && sizing">
+        <el-table :data="sizing.entries" border size="small">
+          <el-table-column label="入场档位" min-width="110">
+            <template #default="{ $index }">
+              第 {{ $index + 1 }} 档
+            </template>
+          </el-table-column>
+          <el-table-column prop="price" label="挂单价" min-width="100" />
+          <el-table-column label="比例" width="80">
+            <template #default="{ row }">
+              {{ Math.round(Number(row.ratio) * 100) }}%
+            </template>
+          </el-table-column>
+          <el-table-column prop="quantity" label="数量" min-width="90" />
+          <el-table-column prop="notional" label="名义 USDT" min-width="100" />
+          <el-table-column label="依据" min-width="200">
+            <template #default="{ $index }">
+              {{ decision.entries?.[$index]?.basis }}
+            </template>
+          </el-table-column>
+        </el-table>
+        <el-table :data="sizing.take_profits" border size="small">
+          <el-table-column label="分批止盈" min-width="110">
+            <template #default="{ $index }">
+              止盈 {{ $index + 1 }}
+            </template>
+          </el-table-column>
+          <el-table-column prop="price" label="价格" min-width="100" />
+          <el-table-column label="平仓比例" width="80">
+            <template #default="{ row }">
+              {{ Math.round(Number(row.ratio) * 100) }}%
+            </template>
+          </el-table-column>
+          <el-table-column prop="quantity" label="数量" min-width="90" />
+          <el-table-column label="依据" min-width="300">
+            <template #default="{ $index }">
+              {{ decision.take_profits?.[$index]?.basis }}
+            </template>
+          </el-table-column>
+        </el-table>
+        <div class="grid grid-cols-2 gap-x-6 gap-y-1">
+          <div><span class="label">止损</span>{{ sizing.stop }}（交易所挂单，标记价触发）· {{ decision.stop_basis }}</div>
+          <div>
+            <span class="label">失效条件</span>{{ decision.invalidation ? condition(decision.invalidation) : "-" }}
+            → {{ invalidationAction }} · {{ decision.invalidation?.basis }}
+          </div>
+          <div><span class="label">均价 / 数量</span>{{ sizing.average_price }} / {{ sizing.quantity }}（名义 {{ sizing.notional }} USDT，{{ sizing.leverage }} 倍交易资金）</div>
+          <div><span class="label">止损亏损</span>{{ sizing.risk_at_stop }} USDT（交易资金的 {{ sizing.risk_pct }}%）{{ sizing.capped_by_leverage ? "，受 3 倍上限限制" : "" }}</div>
+          <div><span class="label">盈亏比</span>全部成交 {{ sizing.reward_risk }}，仅首档 {{ sizing.reward_risk_first_only }}</div>
+          <div><span class="label">时效</span>挂单 {{ decision.entry_valid_hours }} 小时内有效，首档成交后最长持仓 {{ decision.max_hold_hours }} 小时</div>
+        </div>
+      </template>
+
+      <div v-if="decision.reevaluate.length">
+        <span class="label">重新判断</span>
+        <div v-for="(c, i) in decision.reevaluate" :key="i" class="ml-2">
+          · {{ condition(c) }}：{{ c.basis }}
+        </div>
+      </div>
+      <div><span class="label">风险</span>{{ decision.risks }}</div>
+    </div>
+  </div>
+</template>
+
+<style scoped>
+.label {
+  margin-right: 8px;
+  color: var(--el-text-color-secondary);
+  font-size: 12px;
+}
+</style>

web/src/pages/trading/index.vue

@@ -1,11 +1,13 @@
 <script lang="ts" setup>
 import type { Effort, Provider } from "@/apis/settings"
-import type { Angle, SnapshotPosition, TradingEvent, TradingStatus, TradingSymbol } from "@/apis/trading"
+import type { Analysis, Angle, SnapshotPosition, TradingEvent, TradingStatus, TradingSymbol } from "@/apis/trading"
 import { EFFORTS, listProviders } from "@/apis/settings"
-import { ANGLE_LABELS, deleteSymbol, getStatus, isOwnOrder, listEvents, listSymbols, patchConfig, patchSymbol, startTrading, stopTrading } from "@/apis/trading"
+import { ANGLE_LABELS, deleteSymbol, getStatus, isOwnOrder, listAnalyses, listEvents, listSymbols, patchConfig, patchSymbol, requestAnalysis, startTrading, stopTrading } from "@/apis/trading"
 import { usePersisted } from "@/utils/storage"
 import { formatTime } from "@/utils/text"
 import AddSymbolDialog from "./components/AddSymbolDialog.vue"
+import AnalysisDrawer from "./components/AnalysisDrawer.vue"
+import PlanCard from "./components/PlanCard.vue"
 
 const STATUS_REFRESH_MS = 3000
 const EVENTS_PAGE = 50
@@ -20,6 +22,10 @@ const events = ref<TradingEvent[]>([])
 const eventsExhausted = ref(false)
 const addVisible = ref(false)
 const toggling = ref(false)
+const latestAnalysis = ref<Analysis | null>(null)
+const requesting = ref(false)
+const drawerVisible = ref(false)
+const drawerAnalysisId = ref<number | null>(null)
 
 const snapshot = computed(() => status.value?.snapshot ?? null)
 const account = computed(() => snapshot.value?.account ?? null)
@@ -86,6 +92,30 @@ async function refresh() {
   [status.value, symbols.value] = await Promise.all([getStatus(), listSymbols()])
   if (!current.value && symbols.value.length)
     selected.value = symbols.value[0].symbol
+  await refreshAnalysis()
+}
+
+async function refreshAnalysis() {
+  const symbol = selected.value
+  const latest = symbol ? (await listAnalyses({ symbol, limit: 1 }))[0] ?? null : null
+  if (symbol === selected.value)
+    latestAnalysis.value = latest
+}
+
+async function analyze() {
+  requesting.value = true
+  try {
+    await requestAnalysis(selected.value)
+    ElMessage.success(status.value?.running ? "已排队分析" : "已排队试运行分析：计划只记录，不下单")
+    await refresh()
+  } finally {
+    requesting.value = false
+  }
+}
+
+function openAnalysis(id: number) {
+  drawerAnalysisId.value = id
+  drawerVisible.value = true
 }
 
 /** 拉取最新一页，与已加载的合并（保留已翻页加载的旧事件） */
@@ -113,7 +143,9 @@ async function loadMoreEvents() {
 
 watch(selected, () => {
   events.value = []
+  latestAnalysis.value = null
   refreshEvents()
+  refreshAnalysis()
 })
 
 async function toggleRunning() {
@@ -355,15 +387,10 @@ onBeforeUnmount(() => clearInterval(timer))
       <!-- 主区域：当前计划、挂单、时间线 -->
       <el-scrollbar class="flex-1">
         <div class="flex flex-col gap-3 pr-2">
-          <div v-if="current" class="border border-[var(--el-border-color)] rounded border-solid p-3">
-            <div class="mb-2 font-bold">
-              {{ current.symbol }} 当前计划
-              <span class="ml-2 text-xs text-[var(--el-text-color-secondary)] font-normal">{{ ANGLE_LABELS[current.angle] }}</span>
-            </div>
-            <div class="text-sm text-[var(--el-text-color-secondary)]">
-              暂无计划
-            </div>
-          </div>
+          <PlanCard
+            v-if="current" :symbol="current" :analysis="latestAnalysis" :requesting="requesting"
+            @analyze="analyze" @detail="openAnalysis"
+          />
 
           <div v-if="current">
             <div class="mb-2 font-bold">
@@ -415,6 +442,9 @@ onBeforeUnmount(() => clearInterval(timer))
                   {{ e.symbol ?? "账户" }}
                 </el-tag>
                 <span :class="e.level === 'error' ? 'text-[var(--el-color-danger)]' : ''">{{ e.message }}</span>
+                <el-link v-if="e.analysis_id && e.kind !== 'analysis_started'" type="primary" underline="never" class="ml-2" @click="openAnalysis(e.analysis_id)">
+                  查看分析
+                </el-link>
               </el-timeline-item>
             </el-timeline>
             <el-empty v-else description="还没有事件" :image-size="60" />
@@ -427,6 +457,7 @@ onBeforeUnmount(() => clearInterval(timer))
     </div>
 
     <AddSymbolDialog v-model="addVisible" @added="onAdded" />
+    <AnalysisDrawer v-model="drawerVisible" :analysis-id="drawerAnalysisId" />
   </div>
 </template>