feat(UI): 交易记录归属分配改为 Modal 弹窗，行内只留精简态

src/client/views/TradeRecordsTab.jsx

@@ -505,43 +505,23 @@ function OrderRows({ order, expanded, onToggle, targets, loadTargets, saveSegmen
 }
 
 /**
- * R-018 归属单元格：展示段 chips；点开进入份额分配器（AttributionEditor）。
+ * R-018 归属单元格（行内精简态）：只显示段 chips / 未关联 + 剩余提示 + 一个入口按钮。
- * - 已关联段：策略名 + 量（段 chip）；未关联（余额 > 0 且无段）显示「未关联」
+ * 份额分配操作在 AttributionModal（弹窗）中完成 —— 不在表格行内堆大量控件。
- * - 点「分配」→ 打开编辑器（加载 targets 惰性）
  */
 function AttributionCell({ order, segments, totalSeg, targets, loadTargets, saveSegments, onNotice }) {
-  const [editing, setEditing] = useState(false);
+  const [open, setOpen] = useState(false);
   const hasSeg = (segments ?? []).length > 0;
   const aggVolume = Number(order.aggVolume ?? order.tradedVolume ?? 0);
-  const leftover = Math.max(0, aggVolume - totalSeg); // 未分配余额（今日实时 aggVolume=已成交量；历史 aggVolume 由 fills 聚合并）
+  const leftover = Math.max(0, aggVolume - totalSeg); // 未分配余额
-
-  const open = () => {
-    loadTargets();
-    setEditing(true);
-  };
-
-  if (editing) {
-    return (
-      <AttributionEditor
-        order={order}
-        segments={segments}
-        leftover={leftover}
-        targets={targets}
-        saveSegments={saveSegments}
-        onDone={() => setEditing(false)}
-        onNotice={onNotice}
-      />
-    );
-  }
 
   return (
-    <span style={{ display: 'inline-flex', flexDirection: 'column', alignItems: 'flex-start', gap: 2, minWidth: 120 }}>
+    <span style={{ display: 'inline-flex', alignItems: 'center', gap: 4, minWidth: 110 }}>
       {hasSeg ? (
-        <span style={{ display: 'flex', flexWrap: 'wrap', gap: 2 }}>
+        <span style={{ display: 'inline-flex', flexWrap: 'wrap', gap: 2 }}>
           {(segments ?? []).map((s) => (
             <span
               key={s.strategyId}
-              title={s.strategyName || s.strategyId}
+              title={(s.strategyName || s.strategyId) + ' · ' + fmtNum(s.volume, 0) + ' 股'}
               style={{
                 fontSize: 11, padding: '1px 5px', borderRadius: 3,
                 border: '1px solid var(--dsw-alias-state-success-primary, #2e7d32)',
@@ -549,7 +529,7 @@ function AttributionCell({ order, segments, totalSeg, targets, loadTargets, save
                 background: 'color-mix(in srgb, var(--dsw-alias-state-success-primary, #2e7d32) 10%, var(--dsw-alias-bg-layer-1, #fff))',
               }}
             >
-              {(s.strategyName || s.strategyId)}·{fmtNum(s.volume, 0)}
+              {s.strategyName || s.strategyId}
             </span>
           ))}
         </span>
@@ -557,14 +537,17 @@ function AttributionCell({ order, segments, totalSeg, targets, loadTargets, save
         <span style={{ color: 'var(--dsw-alias-label-tertiary, #999)', fontSize: 12 }}>未关联</span>
       )}
       {leftover > 1e-9 && (
-        <span style={{ fontSize: 11, color: 'var(--dsw-alias-state-error-primary, #d32f2f)' }}>
+        <span
-          未分配剩余 {fmtNum(leftover, 0)} 股
+          style={{ fontSize: 11, color: 'var(--dsw-alias-state-error-primary, #d32f2f)', whiteSpace: 'nowrap' }}
+          title={'未分配剩余 ' + fmtNum(leftover, 0) + ' 股'}
+        >
+          剩{fmtNum(leftover, 0)}
         </span>
       )}
       <button
-        onClick={open}
+        onClick={() => { loadTargets(); setOpen(true); }}
         style={{
-          fontSize: 11, padding: '1px 8px', cursor: 'pointer', borderRadius: 3,
+          fontSize: 11, padding: '1px 8px', cursor: 'pointer', borderRadius: 3, whiteSpace: 'nowrap',
           border: '1px solid var(--dsw-alias-border-l2, #ccc)',
           background: 'var(--dsw-alias-bg-layer-1, #fff)', color: 'var(--dsw-alias-label-primary, #333)',
         }}
@@ -572,29 +555,42 @@ function AttributionCell({ order, segments, totalSeg, targets, loadTargets, save
       >
         {hasSeg ? '调整' : '分配'}
       </button>
+      {open && (
+        <AttributionModal
+          order={order}
+          segments={segments}
+          aggVolume={aggVolume}
+          totalSeg={totalSeg}
+          leftover={leftover}
+          targets={targets}
+          saveSegments={saveSegments}
+          onClose={() => setOpen(false)}
+          onNotice={onNotice}
+        />
+      )}
     </span>
   );
 }
 
 /**
- * R-018 份额分配器（编辑器）：策略下拉 + 段量输入 + 段列表（可撤）。
+ * R-018 归属分配弹窗（Modal）：居中遮罩 + 面板。
- * - 余额 = 已成交量 − 已分配段和（默认输入 = 余额全量，可改小）
+ * - 面板：委托摘要（code/名称/方向/已成交量）+ 已分配段列表（每段可撤）+ 新增段（策略下拉 + 量输入，默认余额全量）
- * - 每步操作（加段/撤段）即时 saveSegments（全量替换，原子）
+ * - 操作即时保存（setSegments 全量替换原子）；顶部余额与状态实时反馈
  */
-function AttributionEditor({ order, segments, leftover, targets, saveSegments, onDone, onNotice }) {
+function AttributionModal({ order, segments, aggVolume, totalSeg, leftover, targets, saveSegments, onClose, onNotice }) {
   const list = (targets ?? []).length > 0 ? targets : null;
   const [selStrategy, setSelStrategy] = useState('');
   const [amount, setAmount] = useState('');
   const [busy, setBusy] = useState(false);
-  const aggVolume = Number(order.aggVolume ?? order.tradedVolume ?? 0);
   const segs = Array.isArray(segments) ? segments : [];
-  const totalSeg = segs.reduce((s, x) => s + Number(x?.volume ?? 0), 0);
+  const total = segs.reduce((s, x) => s + Number(x?.volume ?? 0), 0);
-  const remaining = Math.max(0, aggVolume - totalSeg);
+  const remaining = Math.max(0, aggVolume - total);
+  const fullyAllocated = remaining <= 1e-9;
+  const amountHint = remaining > 0 ? String(remaining) : '';
 
   const notice = (msg, isErr) => {
     onNotice?.(msg);
-    if (isErr) setTimeout(() => onNotice?.(null), 3000);
+    setTimeout(() => onNotice?.(null), isErr ? 3000 : 2000);
-    else setTimeout(() => onNotice?.(null), 2000);
   };
 
   const run = async (nextSegments) => {
@@ -614,14 +610,10 @@ function AttributionEditor({ order, segments, leftover, targets, saveSegments, o
     const v = Number(amount);
     if (!Number.isFinite(v) || v <= 0) { notice('请输入有效份额量', true); return; }
     if (v > remaining + 1e-9) { notice('份额量超过未分配余额 ' + fmtNum(remaining, 0), true); return; }
-    // 卖出场景：若该策略无活动仓（activityShares=0 且方向 sell）→ 服务端会拒绝；这里给前端提示
     const t = (targets ?? []).find((x) => x.strategyId === selStrategy);
     const isSell = String(order.direction ?? '') === 'sell';
-    if (isSell && t && !t.hasActiveHolding) {
+    if (isSell && t && !t.hasActiveHolding) { notice('该策略无此持仓可减（关联失败）', true); return; }
-      notice('该策略无此持仓可减（关联失败）', true);
+    // sell 且 activityShares < 输入量 → 自动截断为可容纳量（R4：自动截断续分）
-      return;
-    }
-    // sell 且 activityShares < amount → 自动截断为可容纳量（R4 老师拍板：自动截断续分）
     let vol = v;
     if (isSell && t && t.hasActiveHolding && Number(t.activityShares) + 1e-9 < v) {
       vol = Number(t.activityShares);
@@ -629,45 +621,98 @@ function AttributionEditor({ order, segments, leftover, targets, saveSegments, o
     }
     const merged = [...segs.filter((s) => s.strategyId !== selStrategy), { strategyId: selStrategy, volume: vol }];
     await run(merged);
+    setAmount('');
   };
 
   const removeSegment = async (strategyId) => {
-    const merged = segs.filter((s) => s.strategyId !== strategyId);
+    await run(segs.filter((s) => s.strategyId !== strategyId));
-    await run(merged);
   };
 
   const clearAll = async () => {
     await run([]);
   };
 
-  const amountDefaultHint = remaining > 0 ? String(remaining) : '';
-
   return (
-    <span style={{ display: 'inline-flex', flexDirection: 'column', gap: 4, alignItems: 'flex-start', minWidth: 190 }}>
+    <div style={{
-      <div style={{ fontSize: 11, color: 'var(--dsw-alias-label-secondary, #666)' }}>
+      position: 'fixed', inset: 0, background: 'var(--dsw-alias-bg-mask-1, rgba(0,0,0,0.4))',
-        已成交量 {fmtNum(aggVolume, 0)} ｜ 已分配 {fmtNum(totalSeg, 0)} ｜ 余额 <span style={{ color: remaining > 1e-9 ? 'var(--dsw-alias-state-error-primary, #d32f2f)' : 'var(--dsw-alias-state-success-primary, #1b5e20)', fontWeight: 'bold' }}>{fmtNum(remaining, 0)}</span>
+      display: 'flex', alignItems: 'center', justifyContent: 'center', zIndex: 10000,
+    }} onClick={() => !busy && onClose()}>
+      <div
+        onClick={(e) => e.stopPropagation()}
+        style={{
+          background: 'var(--dsw-alias-bg-layer-1, #fff)', borderRadius: 8,
+          maxWidth: 480, width: '92%', maxHeight: '80vh', overflow: 'auto',
+          boxShadow: '0 6px 24px rgba(0,0,0,0.18)',
+        }}
+      >
+        {/* 头部：委托摘要 + 关闭 */}
+        <div style={{ display: 'flex', justifyContent: 'space-between', alignItems: 'center', padding: '14px 18px', borderBottom: '1px solid var(--dsw-alias-border-l1, #eee)' }}>
+          <h3 style={{ margin: 0, fontSize: 15 }}>
+            <span style={directionStyle(order.direction)}>{directionText(order.direction)}</span>
+            {' '}{order.code} {order.name || ''}
+            <span style={{ marginLeft: 8, color: 'var(--dsw-alias-label-secondary, #666)', fontWeight: 400, fontSize: 12 }}>
+              委托 {order.orderId}
+            </span>
+          </h3>
+          <button onClick={() => !busy && onClose()} disabled={busy} style={{ cursor: busy ? 'wait' : 'pointer', border: 'none', background: 'transparent', fontSize: 16, color: 'var(--dsw-alias-label-tertiary, #999)' }} title="关闭">✕</button>
         </div>
-      {(segs.length > 0) && (
+
-        <span style={{ display: 'flex', flexWrap: 'wrap', gap: 2, alignItems: 'center' }}>
+        {/* 余额统计行 */}
+        <div style={{ padding: '12px 18px 4px', display: 'flex', gap: 16, flexWrap: 'wrap', fontSize: 13 }}>
+          <span>已成交量 <b>{fmtNum(aggVolume, 0)}</b></span>
+          <span>已分配 <b>{fmtNum(total, 0)}</b></span>
+          <span>
+            待分配余额{' '}
+            <b style={{ color: fullyAllocated ? 'var(--dsw-alias-state-success-primary, #1b5e20)' : 'var(--dsw-alias-state-error-primary, #d32f2f)' }}>
+              {fmtNum(remaining, 0)}
+            </b>
+          </span>
+          {fullyAllocated && <span style={{ color: 'var(--dsw-alias-state-success-primary, #1b5e20)', fontSize: 12 }}>已全部分配</span>}
+        </div>
+
+        {/* 已分配段列表 */}
+        <div style={{ padding: '10px 18px' }}>
+          {segs.length === 0 ? (
+            <div style={{ color: 'var(--dsw-alias-label-tertiary, #999)', fontSize: 13, padding: '4px 0' }}>
+              尚未关联任何策略（可在下方选择策略并分配份额；关联会同步调整对应策略持仓）
+            </div>
+          ) : (
+            <div style={{ display: 'flex', flexDirection: 'column', gap: 6 }}>
               {segs.map((s) => (
-            <span key={s.strategyId} style={{ display: 'inline-flex', alignItems: 'center', gap: 3, fontSize: 11, padding: '1px 5px', borderRadius: 3, border: '1px solid var(--dsw-alias-state-success-primary, #2e7d32)', color: 'var(--dsw-alias-state-success-primary, #1b5e20)' }}>
+                <div key={s.strategyId} style={{ display: 'flex', alignItems: 'center', gap: 8, background: 'var(--dsw-alias-bg-layer-2, #fafafa)', borderRadius: 6, padding: '6px 10px' }}>
-              {s.strategyName || s.strategyId}·{fmtNum(s.volume, 0)}
+                  <span style={{ flex: 1, fontSize: 13 }}>{s.strategyName || s.strategyId}</span>
-              <span
+                  <span style={{ fontSize: 13, fontWeight: 'bold' }}>{fmtNum(s.volume, 0)} 股</span>
-                title="撤销该段（逆操作账本）"
+                  <button
                     onClick={() => !busy && removeSegment(s.strategyId)}
-                style={{ cursor: busy ? 'wait' : 'pointer', color: 'var(--dsw-alias-state-error-primary, #c62828)' }}
+                    disabled={busy}
-              >✕</span>
+                    style={{ cursor: busy ? 'wait' : 'pointer', border: '1px solid var(--dsw-alias-border-l2, #ccc)', borderRadius: 4, background: 'var(--dsw-alias-bg-layer-1, #fff)', color: 'var(--dsw-alias-state-error-primary, #c62828)', fontSize: 11, padding: '2px 8px' }}
-            </span>
+                    title="撤销该段（逆操作账本，恢复对应持仓份额）"
+                  >
+                    撤除
+                  </button>
+                </div>
               ))}
-        </span>
+            </div>
           )}
-      {list && list.length > 0 && remaining > 1e-9 && (
+        </div>
-        <span style={{ display: 'inline-flex', gap: 3, alignItems: 'center' }}>
+
-          <select value={selStrategy} onChange={(e) => setSelStrategy(e.target.value)} style={{ fontSize: 11, padding: '1px 3px' }} title="选择归属策略">
+        {/* 新增段 */}
-            <option value="">策略…</option>
+        <div style={{ padding: '6px 18px 14px', borderTop: '1px solid var(--dsw-alias-border-l1, #eee)' }}>
-            {list.map((t) => (
+          <div style={{ fontSize: 12, color: 'var(--dsw-alias-label-secondary, #666)', margin: '10px 0 6px' }}>
+            分配给策略{fullyAllocated ? '（已全部分配，如需调整请先撤除某段）' : ''}
+          </div>
+          <div style={{ display: 'flex', gap: 8, alignItems: 'center', flexWrap: 'wrap' }}>
+            <select
+              value={selStrategy}
+              onChange={(e) => setSelStrategy(e.target.value)}
+              style={{ fontSize: 13, padding: '4px 6px', border: '1px solid var(--dsw-alias-border-l2, #ccc)', borderRadius: 4, flex: 1, minWidth: 140 }}
+              disabled={fullyAllocated || busy}
+              title="选择归属策略（候选 = 全部策略；卖出需该策略有对应持仓）"
+            >
+              <option value="">选择策略…</option>
+              {(list ?? []).map((t) => (
                 <option key={t.strategyId} value={t.strategyId}>
-                {t.strategyName || t.strategyId}{t.hasActiveHolding ? '（仓 ' + fmtNum(t.activityShares, 0) + '）' : ''}
+                  {t.strategyName || t.strategyId}{t.hasActiveHolding ? '（当前仓 ' + fmtNum(t.activityShares, 0) + '）' : ''}
                 </option>
               ))}
             </select>
@@ -676,28 +721,45 @@ function AttributionEditor({ order, segments, leftover, targets, saveSegments, o
               min="1"
               step={100}
               value={amount}
-            placeholder={amountDefaultHint}
+              placeholder={amountHint || '股数'}
               onChange={(e) => setAmount(e.target.value)}
-            style={{ width: 70, padding: '1px 3px', fontSize: 11 }}
+              disabled={fullyAllocated || busy}
-            title="分配份额量（默认 = 未分配余额全量，可改小）"
+              style={{ width: 110, padding: '4px 6px', fontSize: 13, border: '1px solid var(--dsw-alias-border-l2, #ccc)', borderRadius: 4 }}
+              title={'分配份额量（默认 = 待分配余额 ' + fmtNum(remaining, 0) + '，可改小）'}
             />
-          <button onClick={() => !busy && addSegment()} disabled={busy} style={{ fontSize: 11, padding: '1px 6px', cursor: 'pointer' }}>
+            <button
+              onClick={addSegment}
+              disabled={fullyAllocated || busy}
+              style={{ cursor: busy ? 'wait' : 'pointer', padding: '4px 14px', fontSize: 13, border: 'none', borderRadius: 4, background: 'var(--dsw-alias-state-business-primary, #1565c0)', color: 'var(--dsw-alias-button-contrast-fill, #fff)' }}
+            >
               分配
             </button>
-        </span>
+          </div>
+          {list === null && (
+            <div style={{ fontSize: 12, color: 'var(--dsw-alias-label-tertiary, #999)', marginTop: 6 }}>策略加载中…</div>
           )}
-      {remaining <= 1e-9 && (
+        </div>
-        <span style={{ fontSize: 11, color: 'var(--dsw-alias-state-success-primary, #1b5e20)' }}>已全部分配</span>
+
-      )}
+        {/* 底部操作 */}
-      <span style={{ display: 'inline-flex', gap: 4 }}>
+        <div style={{ display: 'flex', justifyContent: 'space-between', gap: 8, padding: '10px 18px 14px', borderTop: '1px solid var(--dsw-alias-border-l1, #eee)' }}>
-        {segs.length > 0 && (
+          <button
-          <button onClick={() => !busy && clearAll()} disabled={busy} style={{ fontSize: 11, padding: '1px 6px', cursor: 'pointer', color: 'var(--dsw-alias-state-error-primary, #c62828)' }}>
+            onClick={() => !busy && clearAll()}
+            disabled={busy || segs.length === 0}
+            style={{ cursor: busy ? 'wait' : 'pointer', padding: '5px 12px', fontSize: 13, border: '1px solid var(--dsw-alias-state-error-primary, #c62828)', borderRadius: 4, background: 'var(--dsw-alias-bg-layer-1, #fff)', color: 'var(--dsw-alias-state-error-primary, #c62828)' }}
+            title="清除全部归属（逆操作：建仓买入段作废 / 卖出段恢复持仓）"
+          >
             全部撤除
           </button>
-        )}
+          <button
-        <button onClick={onDone} style={{ fontSize: 11, padding: '1px 6px', cursor: 'pointer' }}>完成</button>
+            onClick={() => !busy && onClose()}
-      </span>
+            disabled={busy}
-    </span>
+            style={{ cursor: busy ? 'wait' : 'pointer', padding: '5px 16px', fontSize: 13, border: '1px solid var(--dsw-alias-border-l2, #ccc)', borderRadius: 4, background: 'var(--dsw-alias-bg-layer-1, #fff)' }}
+          >
+            完成
+          </button>
+        </div>
+      </div>
+    </div>
   );
 }