feat(R-013): 策略自定义字段完整实现 + 列显隐配置 + 单元格编辑

功能实现(迭代 11):
- 数据层: strategies.configSchema 自定义字段定义(text/number/boolean/enum + def + unit 单位可空)
  + strategy_holdings "values" JSON 列(幂等 ALTER)+ readValues/writeValues + 归一化
- API: holdings/values-update 端点(服务端按 configSchema 校验: number有限/enum在选项/boolean布尔)
- 设置页: 「策略分组」策略行展开配置字段(StrategyFieldsEditor 独立组件)
- 持仓表: 自定义字段列化 + 列显隐/排序(ColumnSettingsPopover,每策略独立 strategyColumns 配置)
- 单元格点击编辑(FieldCellEditor): 文本/数字输入框、布尔开关、枚举下拉 + ✓ 确认
- UI 细节: ✎ 可编辑标记(值后)、编辑列宽稳定、数字输入框固定 5 位宽

修复:
- SettingsSection Fragment/StrategyFieldsEditor 未导入导致的配置页白屏
- z.dict schema dts 推断 cosmokit 引用(显式类型注解)
- 自定义字段从展开交易明细移出(字段已列化)

文档: R-013/迭代11 技术方案/验收标准/迭代目标 同步(D6 演进 + unit + 列配置)
回归: test-r013-custom-fields 21/21 + test-r013-columns 16/16 + tabs 23/23
This commit is contained in:
2026-09-02 17:21:41 +08:00
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/**
* R-013 回归测试:策略自定义字段(定义随策略 configSchema + 值落 strategy_holdings.values
* 覆盖(独立数据目录,技术约束-011):
* 1. settings.configSchemaschema 归一化(旧策略无 configSchema → []);updateStrategies 保留定义
* 2. SqliteStore_ensureHoldingValuesColumn 幂等补列;openHolding 后 values=nullreadValues/writeValues 读写
* 3. PositionManager.updateHoldingValues:定位持仓 → 按所属策略 configSchema 校验(number/enum/boolean
* → 写回;空值放行;非法值拒绝(field-validation);额外键放行(可扩展);null 清除
* 4. strategy-positions:返回项附 values(该策略持仓行)
* 纯内存/临时目录,不触真实数据(技术约束-011)
*/
import { mkdtempSync, rmSync } from 'node:fs';
import { tmpdir } from 'node:os';
import { join } from 'node:path';
import { SqliteStore } from '../src/storage/SqliteStore.js';
import { DataStore } from '../src/storage/DataStore.js';
import { PositionManager } from '../src/position/PositionManager.js';
import { getStrategies, updateStrategies, addStrategy } from '../src/settings.js';
let pass = 0, fail = 0;
function assert(cond, msg) {
if (cond) { pass++; console.log(" ✅ " + msg); }
else { fail++; console.log(" ❌ " + msg); }
}
function section(t) { console.log("\n[" + t + "]"); }
/** 内存 mock settings scopeget/update */
function makeScope(initial) {
const store = structuredClone(initial ?? {});
return {
get: () => structuredClone(store),
update: async (patch) => { Object.assign(store, structuredClone(patch)); },
_store: store,
};
}
// 网格超市 configSchema(四类型)
const gridSchema = [
{ key: 'gridGap', label: '网格间距', type: 'text', def: '3%' },
{ key: 'gridAmount', label: '单格金额', type: 'number', def: 10000 },
{ key: 'hasStop', label: '设置止损', type: 'boolean', def: false },
{ key: 'riskLevel', label: '风险等级', type: 'enum', enum: ['低', '中', '高'], def: '中' },
];
const scope = makeScope({
strategies: [
{ id: 'grid-supermarket', name: '网格超市', configSchema: gridSchema },
{ id: 'manual-t', name: '手动做T' }, // 旧策略:无 configSchema
],
});
// ---------- 1. settings configSchema 归一化 ----------
section('1. settings.configSchema');
const all = getStrategies(scope);
const grid = all.find((s) => s.id === 'grid-supermarket');
assert(grid && Array.isArray(grid.configSchema) && grid.configSchema.length === 4, 'grid-supermarket configSchema 4 字段');
const manual = all.find((s) => s.id === 'manual-t');
assert(manual && Array.isArray(manual.configSchema) && manual.configSchema.length === 0, '旧策略 manual-t configSchema 归一化为 []Q4');
// updateStrategies 整表更新保留定义
await updateStrategies(scope, [{ id: 'manual-t', name: '手动做T' }, { id: 'grid-supermarket', name: '网格超市', configSchema: gridSchema }]);
assert(getStrategies(scope).find((s) => s.id === 'grid-supermarket').configSchema.length === 4, 'updateStrategies 整表保留 configSchema');
// ---------- 2. SqliteStore values 列 ----------
section('2. SqliteStore values 列');
const dataDir = mkdtempSync(join(tmpdir(), 'odl-r013-'));
const sqlite = new SqliteStore({ dataDir });
const store = new DataStore({ dataDir });
const pm = new PositionManager({
dataSource: { getPositions: async () => [] }, // 测试不拉真实持仓
storage: store,
getStrategySchema: (id) => getStrategies(scope).find((s) => s.id === id)?.configSchema ?? [],
});
const h1 = await store.openHolding('grid-supermarket', '601117.SH', 600);
const h2 = await store.openHolding('grid-supermarket', '300057.SZ', 1000);
const h3 = await store.openHolding('manual-t', '600719.SH', 1000);
assert(store.readValues(h1.holdingId) === null, '新建持仓 readValues = null');
assert(typeof h1.holdingId === 'number' && h1.values === null, 'openHolding 返回 values=null');
// 幂等补列(重复 init 不报错)
sqlite.init(); sqlite.init();
assert(true, 'init 幂等(_ensureHoldingValuesColumn 重复执行不报错)');
// ---------- 3. updateHoldingValues 校验与写回 ----------
section('3. updateHoldingValues');
// 正常写入(全量)
const r1 = await pm.updateHoldingValues(h1.holdingId, { gridGap: '3%', gridAmount: 10000, hasStop: true, riskLevel: '高' });
assert(r1.values.gridGap === '3%' && r1.values.gridAmount === 10000, '合法值写入成功');
assert(store.readValues(h1.holdingId).riskLevel === '高', '读回与写入一致(落库)');
// number 非法拒绝
try {
await pm.updateHoldingValues(h2.holdingId, { gridAmount: 'abc' });
assert(false, 'number 填非数字应拒绝');
} catch (e) {
assert(e.code === 'field-validation' && e.message.includes('单格金额'), 'number 非法值拒绝: ' + e.message);
}
// enum 越界拒绝
try {
await pm.updateHoldingValues(h2.holdingId, { riskLevel: '超高' });
assert(false, 'enum 越界应拒绝');
} catch (e) {
assert(e.code === 'field-validation' && e.message.includes('风险等级'), 'enum 越界拒绝: ' + e.message);
}
// boolean 类型错误拒绝
try {
await pm.updateHoldingValues(h2.holdingId, { hasStop: 'yes' });
assert(false, 'boolean 非布尔应拒绝');
} catch (e) {
assert(e.code === 'field-validation', 'boolean 非法值拒绝');
}
// 空值放行
await pm.updateHoldingValues(h2.holdingId, { gridAmount: null, riskLevel: '' });
assert(true, '空值/缺省放行(允许清空)');
// 额外键放行(可扩展)
const rExtra = await pm.updateHoldingValues(h2.holdingId, { gridAmount: 5000, customNote: '扩展键' });
assert(rExtra.values.customNote === '扩展键', '未定义 key 额外键放行(可扩展)');
// 不存在的持仓
try {
await pm.updateHoldingValues(99999, { gridGap: '1%' });
assert(false, '不存在持仓应拒绝');
} catch (e) {
assert(e.code === 'holding-not-found', '不存在持仓拒绝: ' + e.message);
}
// 清仓后不可写
await store.closeHolding('manual-t', '600719.SH');
try {
await pm.updateHoldingValues(h3.holdingId, { a: 1 });
assert(false, '已清仓持仓应拒绝');
} catch (e) {
assert(e.code === 'holding-not-found', '已清仓持仓拒绝');
}
// null 清除
await pm.updateHoldingValues(h2.holdingId, null);
assert(store.readValues(h2.holdingId) === null, 'null 清除该行值');
// ---------- 4. 旧策略(无 configSchema)任意键放行 ----------
section('4. 旧策略持仓(无 configSchema');
const h3b = await store.openHolding('manual-t', '600719.SH', 800);
const rOld2 = await pm.updateHoldingValues(h3b.holdingId, { note: '自由备注' });
assert(rOld2.values.note === '自由备注', '旧策略(schema=[])任意键放行');
// ---------- 5. strategy-positions 附 values(经 getStrategyPositions 需 dataSource 返回持仓) ----------
section('5. strategy-positions 附 values');
const pmReal = new PositionManager({
dataSource: {
getPositions: async () => [
{ code: '601117.SH', name: '中国交建', volume: 600, available: 600, avgPrice: 7.0, price: 7.2, marketValue: 4320 },
{ code: '300057.SZ', name: '万顺新材', volume: 1000, available: 1000, avgPrice: 5.0, price: 5.1, marketValue: 5100 },
],
},
storage: store,
getStrategySchema: (id) => getStrategies(scope).find((s) => s.id === id)?.configSchema ?? [],
});
const list = await pmReal.getStrategyPositions('grid-supermarket');
assert(list.length === 2, 'grid-supermarket 持仓 2 行');
const row1 = list.find((p) => p.code === '601117.SH');
assert(row1 && row1.holdingId === h1.holdingId, '返回含 holdingId');
assert(row1 && row1.values && row1.values.riskLevel === '高', '返回行附 values601117: riskLevel=高)');
assert(list.find((p) => p.code === '300057.SZ').values === null, '清值行 values=null');
console.log("");
console.log('结果: ' + pass + ' 通过, ' + fail + ' 失败');
rmSync(dataDir, { recursive: true, force: true });
process.exit(fail > 0 ? 1 : 0);