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
parent 6f74ed4a79
commit aac16b904c
17 changed files with 1270 additions and 61 deletions
+13 -1
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@@ -11,6 +11,7 @@
import {
getStrategies, updateStrategies, addStrategy, removeStrategy,
getTabs, updateTabs,
getStrategyColumns, updateStrategyColumns,
} from '../settings.js';
/** 策略/份额/tabs 端点方法表 */
@@ -27,6 +28,9 @@ export const STRATEGY_METHODS = new Set([
'remove-shares',
'tabs',
'tabs/update',
'holdings/values-update', // R-013:写某持仓行的自定义字段值
'strategy-columns', // 迭代11列显隐:读某策略列配置(归一化)
'strategy-columns/update', // 迭代11列显隐:写某策略列配置
]);
/**
@@ -66,7 +70,15 @@ export async function handleStrategy(method, args, { manager, settings }) {
return await manager.moveAllUnallocatedToStrategy(args.code, args.strategyId);
case 'remove-shares':
return await manager.removeFromStrategy(args.code, args.strategyId, args.shares);
case 'holdings/values-update':
// R-013:写持仓行自定义字段值(服务端按 configSchema 校验在 manager 内完成)
return await manager.updateHoldingValues(args.holdingId, args.values);
case 'strategy-columns':
return getStrategyColumns(settings, args.strategyId);
case 'strategy-columns/update':
await updateStrategyColumns(settings, args.strategyId, args.columns);
return getStrategyColumns(settings, args.strategyId);
default:
throw Object.assign(new Error('unknown strategy method: ' + method), { code: 'not-found' });
}
}
}
@@ -0,0 +1,94 @@
/**
* 策略持仓表列设置弹层(迭代 11 列显隐扩展,2026-09-02
* 管理可配置列(基础数据列 + 自定义字段列):显隐勾选 + ↑↓ 排序 + 立即持久化
* 固定列(代码/名称/操作/展开箭头)不在列表内,恒显示
*/
import React, { useState } from 'react';
import { useRpc } from './connection.jsx';
import { useToast } from './Toast.jsx';
/**
* @param {object} props
* @param {Array} props.columns 可配置列 [{key,label,kind,visible}](归一化结果,含不可见列)
* @param {string} props.strategyId
* @param {Function} props.onClose 关闭
* @param {Function} props.onSaved 保存成功回调
*/
export function ColumnSettingsPopover({ columns, strategyId, onClose, onSaved }) {
const call = useRpc();
const toast = useToast();
const [list, setList] = useState(() => (Array.isArray(columns) ? columns.map((c) => ({ ...c })) : []));
const [saving, setSaving] = useState(false);
const [dragKey, setDragKey] = useState(null);
const toggle = (key) => setList((ls) => ls.map((c) => (c.key === key ? { ...c, visible: !c.visible } : c)));
/** ↑↓ 排序(同 Tab 设置简化版:用箭头替代 DnD,零依赖稳妥) */
const move = (index, dir) => {
setList((ls) => {
const next = ls.slice();
const to = index + dir;
if (to < 0 || to >= next.length) return ls;
const [item] = next.splice(index, 1);
next.splice(to, 0, item);
return next;
});
};
const save = async () => {
setSaving(true);
try {
// 提交整列配置(含不可见列,保位置)
const payload = list.map((c) => ({ key: c.key, visible: c.visible }));
const res = await call('one-divine-lot/strategy-columns/update', { args: { strategyId, columns: payload } });
if (res && res.ok) {
toast.success('列设置已保存');
onSaved?.();
onClose?.();
} else {
toast.error((res && res.error && res.error.message) || '保存失败');
}
} catch (e) {
toast.error(e.message);
} finally {
setSaving(false);
}
};
const rowBtn = { padding: '0 5px', cursor: 'pointer', border: '1px solid var(--dsw-alias-border-l2, #ccc)', borderRadius: 3, background: 'var(--dsw-alias-bg-layer-1, #fff)', fontSize: 11, lineHeight: '16px' };
const kindTag = (kind) => ({
fontSize: 10, borderRadius: 6, padding: '0 4px', marginRight: 4,
color: kind === 'base' ? 'var(--dsw-alias-state-business-primary, #1565c0)' : 'var(--dsw-alias-state-warn-primary, #6a1b9a)',
border: '1px solid var(--dsw-alias-border-l3, #90caf9)',
});
return (
<div style={{
position: 'absolute', right: 0, top: 34, zIndex: 1000,
background: 'var(--dsw-alias-bg-layer-1, #fff)', border: '1px solid var(--dsw-alias-border-l2, #ddd)', borderRadius: 8,
boxShadow: 'var(--dsw-shadow-lv3, 0 4px 12px rgba(0,0,0,0.12))', padding: 12, width: 260,
}}>
<div style={{ fontWeight: 600, fontSize: 13, marginBottom: 10 }}>列设置</div>
<div style={{ fontSize: 11, color: 'var(--dsw-alias-label-secondary, #888)', marginBottom: 8 }}>勾选显示列 调整顺序代码/名称/操作固定</div>
<div style={{ maxHeight: 280, overflowY: 'auto' }}>
{list.map((c, i) => (
<div key={c.key} style={{ display: 'flex', alignItems: 'center', gap: 6, padding: '3px 0', fontSize: 13 }}>
<span style={{ whiteSpace: 'nowrap' }}>
<button onClick={() => move(i, -1)} disabled={i === 0} style={{ ...rowBtn, opacity: i === 0 ? 0.3 : 1 }}></button>
<button onClick={() => move(i, 1)} disabled={i === list.length - 1} style={{ ...rowBtn, opacity: i === list.length - 1 ? 0.3 : 1 }}></button>
</span>
<input type="checkbox" checked={c.visible !== false} onChange={() => toggle(c.key)} />
<span style={kindTag(c.kind)}>{c.kind === 'base' ? '数据' : '字段'}</span>
<span style={{ flex: 1, overflow: 'hidden', textOverflow: 'ellipsis', whiteSpace: 'nowrap' }}>{c.label}</span>
</div>
))}
</div>
<div style={{ display: 'flex', justifyContent: 'flex-end', gap: 6, marginTop: 10 }}>
<button onClick={save} disabled={saving} style={{ padding: '4px 14px', cursor: 'pointer', border: 'none', borderRadius: 4, background: 'var(--dsw-alias-state-business-primary, #1565c0)', color: 'var(--dsw-alias-button-contrast-fill, #fff)', fontSize: 12 }}>
{saving ? '保存中...' : '保存'}
</button>
<button onClick={onClose} style={{ padding: '4px 14px', cursor: 'pointer', border: '1px solid var(--dsw-alias-border-l2, #ccc)', borderRadius: 4, background: 'var(--dsw-alias-bg-layer-1, #fff)', fontSize: 12 }}>关闭</button>
</div>
</div>
);
}
+151
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@@ -0,0 +1,151 @@
/**
* 自定义字段单元格内联编辑器(迭代 11,2026-09-02 老师选 A:点击单元格即编辑)
* 按字段类型渲染:text=输入框 / number=数字输入 / boolean=开关点击切换 / enum=下拉
* 保存调 holdings/values-update(按该行 values 合并——读当前值做基底,只改本字段)
*/
import React, { useState } from 'react';
import { useRpc } from './connection.jsx';
import { useToast } from './Toast.jsx';
const inputStyle = {
padding: '2px 4px', border: '1px solid var(--dsw-alias-state-business-primary, #1565c0)',
borderRadius: 3, fontSize: 12, background: 'var(--dsw-alias-bg-layer-1, #fff)', color: 'inherit',
outline: 'none',
boxSizing: 'border-box',
// 宽度由内容决定(ch 随文本长度),切换编辑时列宽不跳动
width: 'auto',
minWidth: '3ch',
maxWidth: '160px',
};
/** 编辑态确认按钮(✓):紧凑 inline,紧贴输入框,宽度增量小(列宽变化轻微) */
const actionBtn = {
padding: '0 3px', cursor: 'pointer', border: 'none', background: 'none',
fontSize: 13, lineHeight: '15px', marginLeft: 1, verticalAlign: 'middle',
flex: 'none',
};
const okBtn = { ...actionBtn, color: 'var(--dsw-alias-state-success-primary, #2e7d32)' };
const cancelBtn = { ...actionBtn, color: 'var(--dsw-alias-label-tertiary, #999)' };
/**
* @param {object} props
* @param {object} props.fieldDef configSchema 字段定义 {key,label,type,enum,def}
* @param {object|null} props.values 该行当前全部字段值(合并基底)
* @param {number} props.holdingId
* @param {Function} props.onDone 保存/取消后回调(刷新父数据)
*/
export function FieldCellEditor({ fieldDef, values, holdingId, onDone }) {
const call = useRpc();
const toast = useToast();
const has = values && Object.prototype.hasOwnProperty.call(values, fieldDef.key);
const cur = has ? values[fieldDef.key] : fieldDef.def;
const [saving, setSaving] = useState(false);
// 文本/数字草稿;布尔/枚举直接由控件 onChange 触发提交
const [text, setText] = useState(() => (fieldDef.type === 'number' ? (cur == null ? '' : String(cur)) : (cur == null ? '' : String(cur))));
/** 提交新值(payload 为整行 values:读当前做基底合并本字段) */
const commit = async (newVal, hasNewVal) => {
setSaving(true);
try {
const base = (values && typeof values === 'object') ? { ...values } : {};
if (hasNewVal) base[fieldDef.key] = newVal;
else delete base[fieldDef.key]; // 空值 → 删键(缺省回退 def)
const res = await call('one-divine-lot/holdings/values-update', { args: { holdingId, values: base } });
if (res && res.ok) {
onDone?.();
} else {
toast.error((res && res.error && res.error.message) || '保存失败');
setSaving(false);
}
} catch (e) {
toast.error(e.message);
setSaving(false);
}
};
/** 行内键盘:Enter 保存 / Esc 取消 */
const onKey = (e) => {
if (e.key === 'Enter') saveText();
else if (e.key === 'Escape') onDone?.();
};
const saveText = () => {
const s = String(text ?? '').trim();
if (fieldDef.type === 'number') {
if (s === '') return commit(null, false); // 清空
const n = Number(s);
if (!Number.isFinite(n)) { toast.error('需为数字'); return; }
return commit(n, true);
}
// text:空串 → 删键,否则存值
return commit(s === '' ? null : s, s !== '');
};
if (fieldDef.type === 'boolean') {
// 布尔:点击单元格进入后,这里是开关 —— 但开关点击应提交,需阻止再进入。直接渲染开关提交。
return (
<span style={{ whiteSpace: 'nowrap' }}>
<label style={{ display: 'inline-flex', alignItems: 'center', gap: 4, cursor: 'pointer', fontSize: 12 }}>
<input type="checkbox" checked={!!cur} disabled={saving} onChange={(e) => commit(e.target.checked, true)} />
{cur ? '开' : '关'}
</label>
</span>
);
}
if (fieldDef.type === 'enum') {
return (
<select
autoFocus
style={inputStyle}
value={cur ?? ''}
disabled={saving}
onChange={(e) => {
const v = e.target.value;
if (v === '') return commit(null, false);
commit(v, true);
}}
onBlur={() => onDone?.()}
>
<option value=""></option>
{(Array.isArray(fieldDef.enum) ? fieldDef.enum : []).map((opt) => <option key={opt} value={opt}>{opt}</option>)}
</select>
);
}
// text / number:输入框 + Enter 保存 / Esc 取消 + ✓ 确认 / ✕ 取消按钮
const inputRef = React.useRef(null);
return (
<span style={{ display: 'inline-flex', alignItems: 'center', whiteSpace: 'nowrap' }}>
<input
ref={inputRef}
autoFocus
style={fieldDef.type === 'number'
? { ...inputStyle, width: '7ch' } // 数字:统一约 5 位数宽度(含内边距),稳定不跳
: { ...inputStyle, width: Math.max(String(text ?? '').length + 3, 4) + 'ch' }}
type={fieldDef.type === 'number' ? 'number' : 'text'}
value={text}
disabled={saving}
onChange={(e) => setText(e.target.value)}
onKeyDown={onKey}
onBlur={() => { if (!saving) saveText(); }}
/>
<button
type="button"
title="确认保存"
style={okBtn}
disabled={saving}
onMouseDown={(e) => e.preventDefault()} // 阻止 input 失焦避免 blur 先保存
onClick={saveText}
></button>
<button
type="button"
title="取消"
style={cancelBtn}
disabled={saving}
onMouseDown={(e) => e.preventDefault()}
onClick={() => onDone?.()}
></button>
</span>
);
}
+52 -4
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@@ -9,9 +9,10 @@
* - QMT 连接配置:R-004 卡片形式(迭代 03)
*/
import { useState, useEffect, useCallback } from 'react';
import { useState, useEffect, useCallback, Fragment } from 'react';
import { useRpc } from './connection.jsx';
import { ToastProvider, useToast } from './Toast.jsx';
import { StrategyFieldsEditor } from './StrategyFieldsEditor.jsx'; // R-013:策略自定义字段编辑器
/** 确认弹窗 */
function ConfirmDialog({ title, message, onConfirm, onCancel }) {
@@ -183,6 +184,9 @@ function StrategyGroupSettings() {
const [editingName, setEditingName] = useState('');
const [confirmDelete, setConfirmDelete] = useState(null);
const [changedMsg, setChangedMsg] = useState(null);
// R-013:当前展开配置字段的策略 id(null=无展开)
const [expandedId, setExpandedId] = useState(null);
const [fieldSaving, setFieldSaving] = useState(false);
const call = useRpc();
const toast = useToast();
@@ -244,6 +248,25 @@ function StrategyGroupSettings() {
}
};
/** R-013:保存某策略的自定义字段定义(整表 strategies/update */
const handleSaveConfig = async (id, configSchema) => {
setFieldSaving(true);
try {
const res = await call('one-divine-lot/strategies/update', {
args: { strategies: strategies.map((s) => (s.id === id ? { ...s, configSchema } : s)) },
});
if (res && res.ok) {
handleChanged('策略自定义字段已保存');
} else {
toast.error((res && res.error && res.error.message) || '保存失败');
}
} catch (e) {
toast.error(e.message);
} finally {
setFieldSaving(false);
}
};
const handleDelete = async (id) => {
setSaving(true);
try {
@@ -310,7 +333,8 @@ function StrategyGroupSettings() {
</thead>
<tbody>
{strategies.map((s) => (
<tr key={s.id} style={{ borderBottom: '1px solid var(--dsw-alias-border-l1, #eee)' }}>
<Fragment key={s.id}>
<tr style={{ borderBottom: '1px solid var(--dsw-alias-border-l1, #eee)' }}>
<td style={{ padding: '8px 6px' }}>
{editingId === s.id ? (
<span>
@@ -325,11 +349,22 @@ function StrategyGroupSettings() {
<button onClick={() => setEditingId(null)} style={{ padding: '2px 8px', cursor: 'pointer', marginLeft: 4 }}>取消</button>
</span>
) : (
s.name
<span>
<button
onClick={() => { setExpandedId(expandedId === s.id ? null : s.id); }}
style={{ padding: '2px 6px', cursor: 'pointer', border: 'none', background: 'none', fontSize: 12, color: 'var(--dsw-alias-label-secondary, #666)', marginRight: 6 }}
title={expandedId === s.id ? '收起配置' : '展开配置自定义字段'}
>{expandedId === s.id ? '▾' : '▸'}</button>
{s.name}
</span>
)}
</td>
<td style={{ padding: '8px 6px', color: 'var(--dsw-alias-label-secondary, #666)', fontSize: 12 }}>{s.id}</td>
<td style={{ padding: '8px 6px', whiteSpace: 'nowrap' }}>
<button
onClick={() => { setExpandedId(expandedId === s.id ? null : s.id); setEditingId(null); }}
style={{ padding: '2px 8px', cursor: 'pointer', border: '1px solid var(--dsw-alias-border-l2, #ccc)', borderRadius: 3, background: 'var(--dsw-alias-bg-layer-1, #fff)', marginRight: 4 }}
>{expandedId === s.id ? '收起字段' : '配置字段'}</button>
<button
onClick={() => { setEditingId(s.id); setEditingName(s.name); }}
style={{ padding: '2px 8px', cursor: 'pointer', border: '1px solid var(--dsw-alias-border-l2, #ccc)', borderRadius: 3, background: 'var(--dsw-alias-bg-layer-1, #fff)', marginRight: 4 }}
@@ -340,6 +375,19 @@ function StrategyGroupSettings() {
>删除</button>
</td>
</tr>
{expandedId === s.id && (
<tr>
<td colSpan={3} style={{ padding: '4px 10px 8px', borderBottom: '1px solid var(--dsw-alias-border-l1, #eee)' }}>
<StrategyFieldsEditor
strategy={s}
saving={fieldSaving}
onSave={(fields) => handleSaveConfig(s.id, fields)}
onClose={() => setExpandedId(null)}
/>
</td>
</tr>
)}
</Fragment>
))}
</tbody>
</table>
@@ -722,4 +770,4 @@ function QmtConnectionsSettings() {
)}
</div>
);
}
}
+190
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@@ -0,0 +1,190 @@
/**
* 策略自定义字段编辑器(R-013 迭代 11)
* 管理某策略的 configSchema:字段列表 + 添加/编辑/删除 + 类型选择(文本/数字/布尔/枚举)
* 保存 = 调父组件 onSave(fields)(父组件整表 strategies/update
*/
import React, { useState } from 'react';
import { useToast } from './Toast.jsx';
const TYPE_LABEL = { text: '文本', number: '数字', boolean: '布尔', enum: '枚举' };
/** 样式常量 */
const inputStyle = { padding: '4px 6px', border: '1px solid var(--dsw-alias-border-l2, #ccc)', borderRadius: 3, marginRight: 6, fontSize: 12, background: 'var(--dsw-alias-bg-layer-1, #fff)' };
const btnStyle = { padding: '3px 10px', cursor: 'pointer', border: '1px solid var(--dsw-alias-border-l2, #ccc)', borderRadius: 3, background: 'var(--dsw-alias-bg-layer-1, #fff)', marginRight: 4, fontSize: 12 };
const solidBtn = (bg) => ({ ...btnStyle, border: 'none', background: bg, color: 'var(--dsw-alias-button-contrast-fill, #fff)' });
const dangerBtn = { ...btnStyle, borderColor: 'var(--dsw-alias-state-error-primary, #c62828)', color: 'var(--dsw-alias-state-error-primary, #c62828)' };
/**
* 字段编辑器
* @param {object} props
* @param {object} props.strategy 策略(含 configSchema
* @param {Function} props.onSave 保存回调 (fields) => Promise
* @param {Function} props.onClose 收起回调
* @param {boolean} props.saving 保存中
*/
export function StrategyFieldsEditor({ strategy, onSave, onClose, saving }) {
const toast = useToast();
const [fields, setFields] = useState(() => (Array.isArray(strategy?.configSchema) ? strategy.configSchema.map((x) => ({ ...x })) : []));
// 表单草稿:null=关闭;{ index:-1=新增 | 编辑下标, ... }
const [draft, setDraft] = useState(null);
const emptyDraft = () => ({ index: -1, key: '', label: '', type: 'text', unit: '', enumText: '', defText: '', defBool: false, defEnum: '' });
/** 由 label 生成 key(转小写 ascii slug;冲突去重) */
const makeKey = (label, usedKeys) => {
const base = String(label ?? '').trim().toLowerCase()
.replace(/\s+/g, '-')
.replace(/[^a-z0-9-]/g, '')
.replace(/-+/g, '-')
.replace(/^-|-$/g, '') || 'field';
let candidate = base;
let i = 2;
while (usedKeys.includes(candidate)) { candidate = base + '-' + i; i++; }
return candidate;
};
const startAdd = () => setDraft(emptyDraft());
const startEdit = (index) => {
const fld = fields[index];
setDraft({
index,
key: fld.key,
label: fld.label ?? '',
type: fld.type ?? 'text',
unit: fld.unit ?? '',
enumText: Array.isArray(fld.enum) ? fld.enum.join(',') : '',
defText: fld.type === 'boolean' ? '' : (fld.def != null ? String(fld.def) : ''),
defBool: fld.type === 'boolean' ? !!fld.def : false,
defEnum: fld.type === 'enum' ? (fld.def ?? '') : '',
});
};
const removeField = (index) => {
setFields(fields.filter((_, i) => i !== index));
if (draft?.index === index) setDraft(null);
};
const saveDraft = () => {
if (!draft) return;
const label = draft.label.trim();
if (!label) { toast.error('字段名称不能为空'); return; }
if (!['text', 'number', 'boolean', 'enum'].includes(draft.type)) { toast.error('字段类型无效'); return; }
let enumOptions = [];
if (draft.type === 'enum') {
enumOptions = draft.enumText.split(/[,]/).map((s) => s.trim()).filter(Boolean);
if (enumOptions.length === 0) { toast.error('枚举类型需填写选项(逗号分隔)'); return; }
}
const usedKeys = fields.filter((_, i) => i !== draft.index).map((x) => x.key);
const key = draft.key.trim() || makeKey(label, usedKeys);
if (usedKeys.includes(key)) { toast.error('字段标识已存在: ' + key); return; }
let defVal;
if (draft.type === 'text') defVal = draft.defText;
else if (draft.type === 'number') defVal = draft.defText.trim() === '' ? null : Number(draft.defText);
else if (draft.type === 'boolean') defVal = draft.defBool;
else defVal = draft.defEnum || null;
const field = { key, label, type: draft.type, unit: String(draft.unit ?? '').trim() };
if (draft.type === 'enum') field.enum = enumOptions;
if (defVal !== null && defVal !== undefined && defVal !== '') field.def = defVal;
if (draft.index === -1) setFields([...fields, field]);
else setFields(fields.map((f2, i) => (i === draft.index ? field : f2)));
setDraft(null);
};
const saveAll = async () => {
if (draft) { toast.error('请先完成正在编辑的字段'); return; }
await onSave(fields);
};
return (
<div style={{ padding: '10px 12px', background: 'var(--dsw-alias-bg-layer-2, #f5f5f5)', borderRadius: 6, margin: '4px 0 8px', fontSize: 13 }}>
<div style={{ display: 'flex', justifyContent: 'space-between', alignItems: 'center', marginBottom: 8 }}>
<strong style={{ fontSize: 13 }}>自定义字段{fields.length}</strong>
<span>
<button onClick={startAdd} style={solidBtn('var(--dsw-alias-state-success-primary, #2e7d32)')}>+ 添加字段</button>
<button onClick={saveAll} disabled={saving} style={solidBtn('var(--dsw-alias-state-business-primary, #1565c0)')}>{saving ? '保存中...' : '保存字段'}</button>
<button onClick={onClose} style={btnStyle}>收起</button>
</span>
</div>
{fields.length === 0 && !draft && (
<div style={{ color: 'var(--dsw-alias-label-secondary, #888)', marginBottom: 6 }}>尚未配置字段 点击+ 添加字段为本策略添加自定义字段该策略下每个持仓将按此定义填写值</div>
)}
{fields.length > 0 && (
<table style={{ width: '100%', borderCollapse: 'collapse', marginBottom: 8 }}>
<thead>
<tr style={{ textAlign: 'left', color: 'var(--dsw-alias-label-secondary, #666)', fontSize: 12 }}>
<th style={{ padding: '4px 6px' }}>展示名</th>
<th style={{ padding: '4px 6px' }}>key</th>
<th style={{ padding: '4px 6px' }}>类型</th>
<th style={{ padding: '4px 6px' }}>选项/默认</th>
<th style={{ padding: '4px 6px' }}>操作</th>
</tr>
</thead>
<tbody>
{fields.map((fld, i) => (
<tr key={fld.key + '-' + i} style={{ borderTop: '1px solid var(--dsw-alias-border-l1, #eee)' }}>
<td style={{ padding: '4px 6px' }}>{fld.label || fld.key}</td>
<td style={{ padding: '4px 6px', color: 'var(--dsw-alias-label-secondary, #888)', fontSize: 12 }}>{fld.key}</td>
<td style={{ padding: '4px 6px' }}>{TYPE_LABEL[fld.type] || fld.type}</td>
<td style={{ padding: '4px 6px', fontSize: 12, color: 'var(--dsw-alias-label-secondary, #666)' }}>
{fld.type === 'enum' ? (Array.isArray(fld.enum) ? fld.enum.join(' / ') : '')
: fld.type === 'boolean' ? (fld.def ? '默认开' : '默认关')
: ((fld.def != null ? '默认 ' + fld.def + (fld.unit ? ' ' + fld.unit : '') : '') + (fld.unit && fld.def == null ? '单位 ' + fld.unit : ''))}
</td>
<td style={{ padding: '4px 6px', whiteSpace: 'nowrap' }}>
<button onClick={() => startEdit(i)} style={btnStyle}>编辑</button>
<button onClick={() => removeField(i)} style={dangerBtn}>删除</button>
</td>
</tr>
))}
</tbody>
</table>
)}
{draft && (
<div style={{ border: '1px solid var(--dsw-alias-border-l2, #ccc)', borderRadius: 4, padding: 8, background: 'var(--dsw-alias-bg-layer-1, #fff)', marginTop: 6 }}>
<div style={{ marginBottom: 6 }}>
<input style={inputStyle} placeholder="字段展示名(如:网格间距)" value={draft.label} onChange={(e) => setDraft({ ...draft, label: e.target.value })} />
<input style={{ ...inputStyle, width: 120 }} placeholder="key(留空自动生成)" value={draft.key} onChange={(e) => setDraft({ ...draft, key: e.target.value })} />
<select style={inputStyle} value={draft.type} onChange={(e) => setDraft({ ...draft, type: e.target.value })}>
<option value="text">文本</option>
<option value="number">数字</option>
<option value="boolean">布尔</option>
<option value="enum">枚举</option>
</select>
<input style={{ ...inputStyle, width: 60 }} placeholder="单位(可选)" title="展示在值后的单位(如 % / 元 / 手),可为空" value={draft.unit} onChange={(e) => setDraft({ ...draft, unit: e.target.value })} />
</div>
{draft.type === 'enum' && (
<div style={{ marginBottom: 6 }}>
<input style={{ ...inputStyle, width: 220 }} placeholder="枚举选项(逗号分隔,如:低,中,高)" value={draft.enumText} onChange={(e) => setDraft({ ...draft, enumText: e.target.value })} />
<select style={inputStyle} value={draft.defEnum} onChange={(e) => setDraft({ ...draft, defEnum: e.target.value })}>
<option value="">默认可选</option>
{draft.enumText.split(/[,]/).map((s) => s.trim()).filter(Boolean).map((opt) => <option key={opt} value={opt}>{opt}</option>)}
</select>
</div>
)}
{draft.type === 'text' && (
<div style={{ marginBottom: 6 }}>
<input style={{ ...inputStyle, width: 200 }} placeholder="默认值(可选)" value={draft.defText} onChange={(e) => setDraft({ ...draft, defText: e.target.value })} />
</div>
)}
{draft.type === 'number' && (
<div style={{ marginBottom: 6 }}>
<input style={{ ...inputStyle, width: 200 }} type="number" placeholder="默认值(可选)" value={draft.defText} onChange={(e) => setDraft({ ...draft, defText: e.target.value })} />
</div>
)}
{draft.type === 'boolean' && (
<label style={{ marginBottom: 6, display: 'inline-flex', alignItems: 'center', gap: 4 }}>
<input type="checkbox" checked={draft.defBool} onChange={(e) => setDraft({ ...draft, defBool: e.target.checked })} /> 默认开
</label>
)}
<div>
<button onClick={saveDraft} style={solidBtn('var(--dsw-alias-state-success-primary, #2e7d32)')}>确定</button>
<button onClick={() => setDraft(null)} style={btnStyle}>取消</button>
</div>
</div>
)}
</div>
);
}
+145 -15
View File
@@ -21,6 +21,8 @@ import { LoadState } from './LoadState.jsx';
import { ToastProvider, useToast } from './Toast.jsx';
import { useMarket } from '../market/MarketDataProvider.jsx';
import { PriceCell } from './PriceCell.jsx';
import { ColumnSettingsPopover } from './ColumnSettingsPopover.jsx'; // 迭代11:列显隐设置
import { FieldCellEditor } from './FieldCellEditor.jsx'; // 迭代11:自定义字段单元格点击编辑
/** 价格格式化(2 位小数) */
function fmtPrice(v) {
@@ -121,12 +123,40 @@ const ADD_FORM_CSS = `
}
`;
/** 可编辑自定义字段单元格样式(迭代11:明显的可点击记号:悬停高亮 + 铅笔图标) */
const EDITABLE_CELL_CSS = `
.odl-cell-editable {
display: inline-flex;
align-items: center;
gap: 4px;
cursor: pointer;
padding: 1px 5px;
border-radius: 4px;
border: 1px dashed transparent;
transition: background .12s ease, border-color .12s ease;
max-width: 100%;
}
.odl-cell-editable .odl-edit-ico {
font-size: 11px;
opacity: .55;
flex: none;
color: var(--dsw-alias-state-business-primary, #1565c0);
}
.odl-cell-editable:hover {
background: var(--dsw-alias-interactive-bg-hover, #eef4fb);
border-color: var(--dsw-alias-state-business-primary, #1565c0);
}
.odl-cell-editable:hover .odl-edit-ico {
opacity: 1;
}
`;
/** 注入样式到文档(只注入一次) */
let styleInjected = false;
function ensureAddFormCss() {
if (styleInjected || typeof document === 'undefined') return;
const el = document.createElement('style');
el.textContent = ADD_FORM_CSS;
el.textContent = ADD_FORM_CSS + '\n' + EDITABLE_CELL_CSS;
document.head.appendChild(el);
styleInjected = true;
}
@@ -147,6 +177,13 @@ function StrategyTabInner({ strategyId, strategyName }) {
// 涨幅排序(2026-09-02):sortKey='pctChange' 时按涨幅排序;null=默认顺序
const [sortKey, setSortKey] = useState(null); // 'pctChange' | null
const [sortDir, setSortDir] = useState('desc'); // 'asc' | 'desc'
// R-013:本策略自定义字段定义(configSchema;从 strategies 端点取)
const [strategySchema, setStrategySchema] = useState(null);
// 迭代11列显隐:列配置(归一化有序数组 [{key,label,kind,visible}]+ 列设置弹层开关
const [columns, setColumns] = useState(null);
const [columnOpen, setColumnOpen] = useState(false);
// 迭代11:正在单元格内编辑的自定义字段({code, key} | null
const [editingCell, setEditingCell] = useState(null);
const call = useRpc();
const toast = useToast();
const { getPrice, registerCodes } = useMarket();
@@ -155,10 +192,19 @@ function StrategyTabInner({ strategyId, strategyName }) {
setLoading(true);
setError(null);
try {
const [strategyRes, allRes] = await Promise.all([
const [strategyRes, allRes, strategiesRes, columnsRes] = await Promise.all([
call('one-divine-lot/strategy-positions', { args: { strategyId } }),
call('one-divine-lot/unallocated', {}),
call('one-divine-lot/strategies', {}),
call('one-divine-lot/strategy-columns', { args: { strategyId } }),
]);
// 迭代11列显隐:列配置(含不可见列,保序;渲染时过滤 visible)
if (columnsRes && columnsRes.ok) setColumns(columnsRes.value);
// R-013:取本策略 configSchema(字段定义,决定展开区渲染哪些字段)
if (strategiesRes && strategiesRes.ok) {
const st = (Array.isArray(strategiesRes.value) ? strategiesRes.value : []).find((x) => x.id === strategyId);
setStrategySchema(Array.isArray(st?.configSchema) ? st.configSchema : []);
}
if (strategyRes && strategyRes.ok) {
setPositions(strategyRes.value);
// 上报策略持仓 code 给行情 Provider(去重:不再由 Provider 自拉 positions
@@ -279,6 +325,82 @@ function StrategyTabInner({ strategyId, strategyName }) {
return rows;
}, [positions, sortKey, sortDir, getPrice]);
// 迭代11列显隐:可见列(表头/行渲染依据;未加载配置时=null,回退旧固定列)
const visibleColumns = useMemo(() => {
if (!Array.isArray(columns)) return null;
return columns.filter((c) => c.visible !== false);
}, [columns]);
/** 渲染某数据列单元格内容(col: {key,label,kind})—— 返回 React 节点 */
const renderDataCell = (col, p) => {
if (col.kind === 'field') {
// 自定义字段列:p.values[key] ?? def;点击单元格进入内联编辑(老师选 A)
const fieldDef = (strategySchema ?? []).find((f2) => f2.key === col.key);
if (!fieldDef) return null; // configSchema 已删该字段(列配置滞后,读时已跟随,双保险)
const isEditing = editingCell && editingCell.code === p.code && editingCell.key === col.key;
if (isEditing) {
return (
<FieldCellEditor
fieldDef={fieldDef}
values={p.values}
holdingId={p.holdingId}
onDone={() => { setEditingCell(null); load(); }}
/>
);
}
// 展示态:可点击(进入编辑)
const has = p.values && Object.prototype.hasOwnProperty.call(p.values, col.key);
const v = has ? p.values[col.key] : fieldDef.def;
let shown;
if (fieldDef.type === 'boolean') shown = v ? '开' : '关';
else if (v === undefined || v === null || v === '') shown = '—';
else shown = String(v) + (fieldDef.unit ? fieldDef.unit : ''); // 值后拼单位(可空)
const clickable = p.holdingId != null; // 无 holding 锚点(未分配)不可编辑
if (!clickable) {
return <span title={col.label}>{shown}</span>;
}
return (
<span
className="odl-cell-editable"
title={'点击编辑「' + col.label + '」(当前: ' + shown + ''}
onClick={(e) => { e.stopPropagation(); setEditingCell({ code: p.code, key: col.key }); }}
>
{shown}
<span className="odl-edit-ico" aria-hidden="true"></span>
</span>
);
}
// 基础数据列
switch (col.key) {
case 'lastPrice':
return <PriceCell price={getPrice(p.code)?.lastPrice} lastClose={getPrice(p.code)?.lastClose} />;
case 'pctChange':
return <span style={pctStyle(p.pctChange)}>{fmtPct(p.pctChange)}</span>;
case 'lastClose':
return <span>{fmtPrice(getPrice(p.code)?.lastClose)}</span>;
case 'avgPrice':
return <span>{fmtPrice(p.avgPrice)}</span>;
case 'lastTradePrice':
return <span>{fmtPrice(p.lastTradePrice)}</span>;
case 'shares':
return <span style={{ fontWeight: 'bold' }}>{p.shares}</span>;
default:
return null;
}
};
/** 表头列 label(排序箭头仅涨幅支持) */
const headerCell = (col) => {
if (col.key === 'pctChange') {
return (
<th onClick={togglePctSort} style={{ padding: '8px 6px', lineHeight: '24px', cursor: 'pointer', userSelect: 'none' }}>
{col.label}{sortKey === 'pctChange' ? (sortDir === 'asc' ? ' ↑' : ' ↓') : ''}
</th>
);
}
return <th style={{ padding: '8px 6px', lineHeight: '24px', whiteSpace: 'nowrap' }}>{col.label}</th>;
};
const pctArrow = sortKey === 'pctChange' ? (sortDir === 'desc' ? ' ▼' : ' ▲') : '';
return (
@@ -292,6 +414,22 @@ function StrategyTabInner({ strategyId, strategyName }) {
>
{showAdd ? '取消' : '+ 添加持仓'}
</button>
<div style={{ position: 'relative' }}>
<button
onClick={() => setColumnOpen(!columnOpen)}
style={{ padding: '6px 12px', cursor: 'pointer', border: '1px solid var(--dsw-alias-border-l2, #ccc)', borderRadius: 4, background: 'var(--dsw-alias-bg-layer-1, #fff)', fontSize: 13, marginLeft: 8 }}
>
列设置
</button>
{columnOpen && columns && (
<ColumnSettingsPopover
columns={columns}
strategyId={strategyId}
onClose={() => setColumnOpen(false)}
onSaved={load}
/>
)}
</div>
</div>
</div>
@@ -339,12 +477,7 @@ function StrategyTabInner({ strategyId, strategyName }) {
<th style={{ padding: '8px 6px', lineHeight: '24px', width: 28 }}> </th>
<th style={{ padding: '8px 6px', lineHeight: '24px' }}>代码</th>
<th style={{ padding: '8px 6px', lineHeight: '24px' }}>名称</th>
<th style={{ padding: '8px 6px', lineHeight: '24px' }}>现价</th>
<th onClick={togglePctSort} style={{ padding: '8px 6px', lineHeight: '24px', cursor: 'pointer', userSelect: 'none' }}>涨幅{pctArrow}</th>
<th style={{ padding: '8px 6px', lineHeight: '24px' }}>昨收</th>
<th style={{ padding: '8px 6px', lineHeight: '24px' }}>成本价</th>
<th style={{ padding: '8px 6px', lineHeight: '24px' }}>最后一笔成交价</th>
<th style={{ padding: '8px 6px', lineHeight: '24px' }}>策略份额</th>
{(visibleColumns ?? []).map((col) => headerCell(col))}
<th style={{ padding: '8px 6px', lineHeight: '24px' }}>操作</th>
</tr>
</thead>
@@ -393,12 +526,9 @@ function StrategyTabInner({ strategyId, strategyName }) {
</td>
<td style={{ padding: '8px 6px' }}>{p.code}</td>
<td style={{ padding: '8px 6px' }}>{p.name}</td>
<PriceCell price={getPrice(p.code)?.lastPrice} lastClose={getPrice(p.code)?.lastClose} />
<td style={{ padding: '8px 6px', ...pctStyle(p.pctChange) }}>{fmtPct(p.pctChange)}</td>
<td style={{ padding: '8px 6px' }}>{fmtPrice(getPrice(p.code)?.lastClose)}</td>
<td style={{ padding: '8px 6px' }}>{fmtPrice(p.avgPrice)}</td>
<td style={{ padding: '8px 6px' }}>{fmtPrice(p.lastTradePrice)}</td>
<td style={{ padding: '8px 6px', fontWeight: 'bold' }}>{p.shares}</td>
{(visibleColumns ?? []).map((col) => (
<td key={col.key} style={{ padding: '8px 6px', whiteSpace: 'nowrap' }}>{renderDataCell(col, p)}</td>
))}
<td style={{ padding: '8px 6px', whiteSpace: 'nowrap' }} onClick={(e) => e.stopPropagation()}>
{removeTarget && removeTarget.code === p.code ? (
<span>
@@ -438,7 +568,7 @@ function StrategyTabInner({ strategyId, strategyName }) {
</tr>
{isExpanded && (
<tr style={{ borderBottom: '1px solid var(--dsw-alias-border-l1, #eee)', background: 'var(--dsw-alias-bg-layer-2, #fafafa)' }}>
<td colSpan={10} style={{ padding: '4px 8px 12px' }}>
<td colSpan={4 + (visibleColumns?.length ?? 6)} style={{ padding: '4px 8px 12px' }}>
{isLoading ? (
<div style={{ padding: 8, color: 'var(--dsw-alias-label-tertiary, #999)', fontSize: 12 }}>交易记录加载中...</div>
) : !trades || trades.length === 0 ? (
+7 -2
View File
@@ -14,7 +14,7 @@
*/
import { QmtBridgeRestDataSource } from './data-source/QmtBridgeRestDataSource.js';
import { registerSettings, resolveStartupConnection } from './settings.js';
import { registerSettings, resolveStartupConnection, getStrategies } from './settings.js';
import { DataStore } from './storage/DataStore.js';
import { PositionManager } from './position/PositionManager.js';
import { registerApi } from './api/index.js';
@@ -70,7 +70,12 @@ async function apply(ctx, config) {
qmtHealthMonitor.start();
// S5: 分仓逻辑(份额分配/查询)
const manager = new PositionManager({ dataSource, storage });
// R-013:注入策略自定义字段定义读取回调(updateHoldingValues 校验用;settings.getStrategies 已归一化 configSchema
const manager = new PositionManager({
dataSource,
storage,
getStrategySchema: (strategyId) => getStrategies(settings).find((s) => s.id === strategyId)?.configSchema ?? [],
});
// R-009:交易记录本地同步(启动预热 + 60s 定时 UPSERT 落库)
const tradeSync = new TradeSync({ runtime: { dataSource, storage }, logger });
+74 -3
View File
@@ -27,10 +27,15 @@ export class PositionManager {
* @param {object} opts
* @param {import('../data-source/data-source-types.js').DataSource} opts.dataSource 数据源(QMT REST
* @param {DataStore} opts.storage 数据集存储(R-006 DataStore
* @param {Function} [opts.getStrategySchema] 读策略自定义字段定义的回调 (strategyId) => configSchema[]
* R-013:由 index.js 注入,内部经 settings.getStrategies 取;缺省返回 []
*/
constructor({ dataSource, storage }) {
constructor({ dataSource, storage, getStrategySchema }) {
this.dataSource = dataSource;
this.storage = storage;
this.getStrategySchema = typeof getStrategySchema === 'function'
? getStrategySchema
: () => [];
}
/** 全量持仓(QMT 真实数据) */
@@ -77,7 +82,8 @@ export class PositionManager {
this.storage.getCurrentHoldings(strategyId), // 含 holding_id(同策略同 code 当前持仓唯一)
]);
const shareMap = new Map(dataset.map((d) => [d.code, d.shares]));
const holdingMap = new Map(holdings.map((h) => [h.code, h.holdingId]));
const holdingMap = new Map(holdings.map((h) => [h.code, h.holdingId])); // code → holdingId
const valuesMap = new Map(holdings.map((h) => [h.code, h.values ?? null])); // R-013code → 自定义字段值
// R-010 Q4:批量取各 holding 的关联委托(查最后一笔成交价)
const holdingIds = [...new Set(holdings.map((h) => h.holdingId).filter((x) => x != null))];
const tradesByHolding = new Map();
@@ -102,7 +108,7 @@ export class PositionManager {
// getOrdersByHolding 已按 insert_ts DESC,第一条即最新
lastTradePrice = +filled[0].tradedPrice;
}
return { ...p, shares, holdingId, avgPrice, lastTradePrice };
return { ...p, shares, holdingId, avgPrice, lastTradePrice, values: valuesMap.get(p.code) ?? null }; // R-013
})
.filter(Boolean);
}
@@ -269,4 +275,69 @@ export class PositionManager {
}
return before.map((h) => h.code);
}
// ===== 持仓自定义字段值(R-013 迭代 11=====
/**
* 校验字段值是否符合该策略 configSchema 定义(服务端校验,写回前调用)
* 规则(技术约束-015):
* - 空值/缺省允许(undefined/null/'' → 放行,UI 回退显示 def);
* - number → Number(v) 必须有限数(空串已在空值分支放行);
* - enum → 值必须 ∈ enum 选项;
* - boolean → typeof 必须为 boolean
* - 未定义 key 的额外键放行(可扩展,Q1 老师确认)。
* @param {Array} schema configSchema(该策略定义)
* @param {object} values 待校验的键值对
* @returns {string[]} 错误信息数组(空 = 通过)
*/
validateHoldingValues(schema, values) {
const errors = [];
const dict = schema && Array.isArray(schema) ? schema : [];
for (const f of dict) {
const v = values && typeof values === 'object' ? values[f.key] : undefined;
if (v === undefined || v === null || v === '') continue; // 空值放行
if (f.type === 'number') {
if (!Number.isFinite(Number(v))) errors.push((f.label || f.key) + ' 需为数字');
} else if (f.type === 'enum') {
const options = Array.isArray(f.enum) ? f.enum : [];
if (!options.includes(v)) errors.push((f.label || f.key) + ' 需在选项内: ' + options.join('/'));
} else if (f.type === 'boolean') {
if (typeof v !== 'boolean') errors.push((f.label || f.key) + ' 需为布尔');
}
// text:任意字符串放行
}
return errors;
}
/**
* 更新某持仓行的自定义字段值(R-013)
* 定位当前持仓(closed_at IS NULL)→ 按所属策略 configSchema 校验 → 整体写回该行 values。
* 额外键(未在 configSchema 定义)放行:values 保持用户提交的全量(可扩展)。
* @param {number|string} holdingId 持仓 ID
* @param {object} values 字段值键值对(key 对齐 configSchemanull/空对象 → 清除整行值)
* @returns {Promise<{holdingId: number, values: object|null}>}
*/
async updateHoldingValues(holdingId, values) {
const hid = Number(holdingId);
const current = await this.storage.getCurrentHoldings();
const holding = current.find((h) => h.holdingId === hid);
if (!holding) {
throw Object.assign(new Error('持仓不存在或已清仓: ' + holdingId), { code: 'holding-not-found' });
}
const schema = this.getStrategySchema(holding.strategyId);
// null/空对象 → 清除该行值
if (values == null || (typeof values === 'object' && Object.keys(values).length === 0)) {
await this.storage.writeValues(hid, null);
return { holdingId: hid, values: null };
}
if (typeof values !== 'object' || Array.isArray(values)) {
throw Object.assign(new Error('字段值格式无效'), { code: 'field-validation' });
}
const errors = this.validateHoldingValues(schema, values);
if (errors.length > 0) {
throw Object.assign(new Error('字段校验失败: ' + errors.join('')), { code: 'field-validation', errors });
}
await this.storage.writeValues(hid, values);
return { holdingId: hid, values };
}
}
+124 -8
View File
@@ -33,16 +33,46 @@ export const DEFAULT_TABS = BUILTIN_TABS.map((t, i) => ({
/** 默认策略(首次注册时的初始值) */
export const DEFAULT_STRATEGIES = [
{ id: 'grid-supermarket', name: '网格超市' },
{ id: 'manual-t', name: '手动做T' },
{ id: 'grid-supermarket', name: '网格超市', configSchema: [] },
{ id: 'manual-t', name: '手动做T', configSchema: [] },
];
/**
* 策略持仓表基础数据列目录(迭代 11 列显隐扩展)
* 可配置区基础列:key / label / 默认是否显示(data=固定数据列;自定义字段列由 configSchema 动态合成)
* 固定列(不在此目录,锁死):展开箭头 | 代码 | 名称(最前)| 操作(最后)
*/
export const COLUMN_META = [
{ key: 'lastPrice', label: '现价', fixed: false },
{ key: 'pctChange', label: '涨幅', fixed: false },
{ key: 'lastClose', label: '昨收', fixed: false },
{ key: 'avgPrice', label: '成本价', fixed: false },
{ key: 'lastTradePrice', label: '最后一笔成交价', fixed: false },
{ key: 'shares', label: '策略份额', fixed: false },
];
/** 策略设置 schemaschemastery 定义,settings.register 要求 schema 对象) */
/** @type {import('@deepseek-ai/schemastery').Schema<any>} 策略设置 schema(显式注解:含 z.dict,规避 dts 推断 cosmokit Dict 引用) */
export const strategySchema = z.object({
// 策略定义表(R-011 收窄:仅 id + namevisible/order 归 tabs 统一管理
// 策略定义表(R-011 收窄 + R-013 扩展 configSchemaid + name + 自定义字段定义
// R-013(技术约束-015):configSchema = 该策略需要的自定义字段定义(key/label/type/enum/def),
// 随策略定义存 settings 不落库;旧策略缺省 [](兼容,Q4)。
strategies: z.array(z.object({
id: z.string().required(),
name: z.string().required(),
configSchema: z.array(z.object({
key: z.string().required(), // 稳健标识(英文 slug,与字段值 JSON 的 key 对齐)
label: z.string(), // UI 展示名(可中文)
type: z.union([
z.const('text'),
z.const('number'),
z.const('boolean'),
z.const('enum'),
]).required(), // 字段类型
enum: z.array(z.string()).default([]), // 仅 type=enum:预设选项
def: z.any(), // 默认值(text=string / number=number / boolean=boolean / enum=枚举项)
unit: z.string().default(''), // 单位(可为空;如 % / 元 / 手 —— 展示时拼在值后)
})).default([]),
})).default(DEFAULT_STRATEGIES),
// 统一 tab 列表(R-011:唯一顺序与显隐来源;内置 + 策略混排)
// union 兼容存量:旧格式为布尔对象(迭代 02),新格式为有序数组;normalizeTabs 读取时归一化
@@ -73,6 +103,14 @@ export const strategySchema = z.object({
activeId: z.string().default(''),
defaultId: z.string().default(''),
}).default({ list: [], activeId: '', defaultId: '' }),
// 策略持仓表列配置(迭代 11 扩展:每策略一套,仅存与默认不同的覆盖;读取归一化)
// strategyColumns: { [strategyId]: [{ key, visible }] } —— key 覆盖 COLUMN_META 基础列 + 该策略 configSchema 字段列
strategyColumns: z.dict(
z.array(z.object({
key: z.string().required(),
visible: z.boolean().default(true),
})).default([])
).default({}),
});
@@ -195,21 +233,29 @@ export function registerSettings(ctx, config) {
}
/**
* 读取策略定义表(R-011 收窄:仅 id + name,无 visible/order
* 读取策略定义表(R-011 收窄 + R-013 扩展:{id, name, configSchema}
* 归一化:旧存量数据缺 configSchemaR-013 前)→ 补空数组(Q4 兼容)。
* @param {ReturnType<typeof registerSettings>} scope
*/
export function getStrategies(scope) {
const value = scope?.get() ?? {};
return Array.isArray(value.strategies) ? value.strategies : DEFAULT_STRATEGIES;
const list = Array.isArray(value.strategies) ? value.strategies : DEFAULT_STRATEGIES;
return list.map((s) => ({ ...s, configSchema: Array.isArray(s.configSchema) ? s.configSchema : [] }));
}
/**
* 更新策略(整表更新)
* 更新策略(整表更新R-013configSchema 随整表携带
* 写入归一化:项缺 configSchema → 补 [](防客户端旧格式整表提交丢定义)。
* @param {ReturnType<typeof registerSettings>} scope
* @param {Array} strategies 完整策略列表
*/
export async function updateStrategies(scope, strategies) {
await scope.update({ strategies });
const next = (Array.isArray(strategies) ? strategies : []).map((s) => ({
id: s.id,
name: s.name,
configSchema: Array.isArray(s.configSchema) ? s.configSchema : [],
}));
await scope.update({ strategies: next });
}
/**
@@ -224,6 +270,7 @@ export async function addStrategy(scope, name) {
const strategy = {
id,
name: String(name ?? '').trim(),
configSchema: [], // R-013:新策略默认无自定义字段(定义在设置页配置)
};
await updateStrategies(scope, [...list, strategy]);
// R-011:联动在 tabs 列表末尾追加策略 tab 条目(Q2 追加末尾)
@@ -369,6 +416,75 @@ export async function updateTabConfig(scope, tabs) {
await updateTabs(scope, next);
}
/**
* ============================================================================
* 策略持仓表列配置(迭代 11 列显隐扩展;产品约束-011、技术约束-017 待落)
* 数据:settings.strategyColumns = { [strategyId]: [{key, visible}] }(仅存覆盖)
* 归一化:基础列(COLUMN_META 默认序全显)+ 该策略 configSchema 字段列(configSchema 序全显)
* → 应用 strategyColumns 覆盖(visible + 顺序)→ 返回有序列数组 [{key, label, fixed, visible}]
* 固定列不在此配置:展开箭头/代码/名称(最前)、操作(最后)。
*/
/**
* 归一化某策略的列配置(基础列 + 自定义字段列,应用覆盖)
* @param {ReturnType<typeof registerSettings>} scope
* @param {string} strategyId
* @returns {Array<{key: string, label: string, fixed: boolean, visible: boolean, kind: 'base'|'field'}>}
*/
export function normalizeStrategyColumns(scope, strategyId) {
const value = scope?.get() ?? {};
const strategies = Array.isArray(value.strategies) ? value.strategies : [];
const strategy = strategies.find((s) => s.id === strategyId);
const configSchema = Array.isArray(strategy?.configSchema) ? strategy.configSchema : [];
const raw = (value.strategyColumns && value.strategyColumns[strategyId]) || [];
// 1. 默认全列(基础列全显默认序 + 字段列全显 configSchema 序)
const baseCols = COLUMN_META.map((c) => ({ key: c.key, label: c.label, fixed: false, kind: 'base' }));
const fieldCols = configSchema.map((f) => ({ key: f.key, label: f.label || f.key, fixed: false, kind: 'field' }));
const defaults = [...baseCols, ...fieldCols];
// 2. 应用覆盖:visible + 顺序(未覆盖的列保持默认,追加在默认序后)
const override = Array.isArray(raw) ? raw : [];
const visibleMap = new Map();
for (const o of override) visibleMap.set(o.key, o.visible !== false);
// 覆盖中的自定义字段列若 configSchema 已删除 → 忽略(自动跟随删除)
const activeKeys = new Set(defaults.map((c) => c.key));
const validOverride = override.filter((o) => activeKeys.has(o.key));
// 3. 组装:先按覆盖顺序排,未覆盖列追加默认序
const ordered = [];
const placed = new Set();
for (const o of validOverride) {
const d = defaults.find((c) => c.key === o.key);
if (d) { ordered.push({ ...d, visible: o.visible !== false }); placed.add(d.key); }
}
for (const d of defaults) {
if (!placed.has(d.key)) {
ordered.push({ ...d, visible: visibleMap.has(d.key) ? visibleMap.get(d.key) : true });
}
}
return ordered;
}
/** 读取某策略列配置(归一化结果) */
export function getStrategyColumns(scope, strategyId) {
return normalizeStrategyColumns(scope, strategyId);
}
/**
* 更新某策略列配置(整表覆盖该策略的 columns)
* @param {ReturnType<typeof registerSettings>} scope
* @param {string} strategyId
* @param {Array} columns 完整列数组 [{key, visible}](含不可见列——保留位置,visible 控制显示)
*/
export async function updateStrategyColumns(scope, strategyId, columns) {
const current = scope?.get() ?? {};
const store = current.strategyColumns && typeof current.strategyColumns === 'object' ? current.strategyColumns : {};
const next = { ...store, [strategyId]: (Array.isArray(columns) ? columns : []).map((c) => ({ key: c.key, visible: c.visible !== false })) };
await scope.update({ ...current, strategyColumns: next });
}
/**
* ============================================================================
* QMT 连接配置(R-004 已定稿;产品约束-005、技术约束-008)
@@ -517,4 +633,4 @@ export async function setDefaultQmtConnection(scope, id) {
const value = scope?.get() ?? {};
await scope.update({ ...value, qmtConnections: { ...state, defaultId: id } });
return { ...state, defaultId: id };
}
}
+10
View File
@@ -87,6 +87,16 @@ export class DataStore {
return this.sqlite.getHoldingHistory(code);
}
/** 读取持仓自定义字段值(R-013:委托 SqliteStore */
readValues(holdingId) {
return this.sqlite.readValues(holdingId);
}
/** 写入持仓自定义字段值(R-013:整体替换该行 values JSON */
writeValues(holdingId, values) {
return this.sqlite.writeValues(holdingId, values);
}
// ===== 兼容 API(旧调用;PositionManager 迁移后不再使用 setDataset/removeDataset=====
/** 读取某策略数据集([{code, shares}],兼容旧调用) */
+74 -7
View File
@@ -98,6 +98,17 @@ CREATE INDEX IF NOT EXISTS idx_trade_fills_order ON trade_fills (order_id);
CREATE INDEX IF NOT EXISTS idx_trade_fills_date ON trade_fills (trade_date);
`;
/** 解析 strategy_holdings."values" JSON 列(容错:空/脏返回 null;模块级,供 .map(this._mapHolding) 裸调用) */
function parseValues(raw) {
if (raw == null) return null;
try {
const v = JSON.parse(raw);
return v && typeof v === 'object' ? v : null;
} catch {
return null;
}
}
export class SqliteStore {
/**
* @param {object} [options]
@@ -124,6 +135,8 @@ export class SqliteStore {
this.db.exec(SCHEMA_SQL);
// 存量库迁移:trade_orders 补手动归属列(R-009 二次定稿;幂等)
this._ensureTradeAttributionColumns();
// 存量库迁移:strategy_holdings 补自定义字段值列(R-013 迭代 11;幂等)
this._ensureHoldingValuesColumn();
return this.db;
}
@@ -151,6 +164,57 @@ export class SqliteStore {
}
}
/**
* 确保 strategy_holdings 存在 values 列(旧库 ALTER 补列,幂等;R-013 迭代 11)。
* values = 该持仓行按所属策略 configSchema 存的自定义字段值(JSON 键值对,可含扩展键)。
* 只读连接(外部脚本持锁时)抛 readonly → 容忍,真实迁移由插件进程执行。
*/
_ensureHoldingValuesColumn() {
try {
const cols = new Set(this.db.prepare('PRAGMA table_info(strategy_holdings)').all().map((c) => c.name));
if (!cols.has('values')) {
this.db.exec('ALTER TABLE strategy_holdings ADD COLUMN "values" TEXT');
}
} catch (err) {
if (String(err?.message ?? '').includes('readonly')) {
console.warn('[one-divine-lot] strategy_holdings values 列迁移跳过(只读连接,插件持锁中)');
} else {
throw err;
}
}
}
// ===== 持仓自定义字段值(R-013 迭代 11=====
/**
* 读取某持仓行的自定义字段值(JSON 键值对)
* @param {number} holdingId 持仓 ID
* @returns {object|null} values 对象(未配置为 null
*/
readValues(holdingId) {
this.init();
const row = this.db.prepare('SELECT "values" FROM strategy_holdings WHERE holding_id=?').get(holdingId);
if (!row || row.values == null) return null;
try {
return JSON.parse(row.values);
} catch {
return null; // 脏数据容忍:解析失败视为无值
}
}
/**
* 写入某持仓行的自定义字段值(整体替换该行 values JSON;可含扩展键)
* @param {number} holdingId 持仓 ID
* @param {object} values 字段值键值对(key 对齐 configSchema
* @returns {boolean} 是否更新成功
*/
writeValues(holdingId, values) {
this.init();
const payload = values && typeof values === 'object' ? JSON.stringify(values) : null;
const rres = this.db.prepare('UPDATE strategy_holdings SET "values"=? WHERE holding_id=?').run(payload, holdingId);
return rres.changes > 0;
}
/** 关闭连接 */
close() {
if (this.db) {
@@ -285,7 +349,7 @@ export class SqliteStore {
const r = this.db.prepare(
'INSERT INTO strategy_holdings (strategy_id, code, shares, created_at, closed_at) VALUES (?,?,?,?,NULL)'
).run(strategyId, code, Number(shares), now);
return { holdingId: Number(r.lastInsertRowid), strategyId, code, shares: Number(shares), createdAt: now, closedAt: null };
return { holdingId: Number(r.lastInsertRowid), strategyId, code, shares: Number(shares), createdAt: now, closedAt: null, values: null }; // R-013:新持仓无自定义字段值
}
/** 加仓:当前持仓份额累加 */
@@ -324,7 +388,7 @@ export class SqliteStore {
_getActive(strategyId, code) {
this.init();
const row = this.db.prepare(
'SELECT holding_id, strategy_id, code, shares, created_at, closed_at FROM strategy_holdings WHERE strategy_id=? AND code=? AND closed_at IS NULL'
'SELECT holding_id, strategy_id, code, shares, created_at, closed_at, "values" FROM strategy_holdings WHERE strategy_id=? AND code=? AND closed_at IS NULL'
).get(strategyId, code);
return row ? this._mapHolding(row) : null;
}
@@ -334,11 +398,11 @@ export class SqliteStore {
this.init();
if (strategyId) {
return this.db.prepare(
'SELECT holding_id, strategy_id, code, shares, created_at, closed_at FROM strategy_holdings WHERE strategy_id=? AND closed_at IS NULL ORDER BY holding_id'
'SELECT holding_id, strategy_id, code, shares, created_at, closed_at, "values" FROM strategy_holdings WHERE strategy_id=? AND closed_at IS NULL ORDER BY holding_id'
).all(strategyId).map(this._mapHolding);
}
return this.db.prepare(
'SELECT holding_id, strategy_id, code, shares, created_at, closed_at FROM strategy_holdings WHERE closed_at IS NULL ORDER BY strategy_id, holding_id'
'SELECT holding_id, strategy_id, code, shares, created_at, closed_at, "values" FROM strategy_holdings WHERE closed_at IS NULL ORDER BY strategy_id, holding_id'
).all().map(this._mapHolding);
}
@@ -347,11 +411,11 @@ export class SqliteStore {
this.init();
if (code) {
return this.db.prepare(
'SELECT holding_id, strategy_id, code, shares, created_at, closed_at FROM strategy_holdings WHERE code=? ORDER BY holding_id'
'SELECT holding_id, strategy_id, code, shares, created_at, closed_at, "values" FROM strategy_holdings WHERE code=? ORDER BY holding_id'
).all(code).map(this._mapHolding);
}
return this.db.prepare(
'SELECT holding_id, strategy_id, code, shares, created_at, closed_at FROM strategy_holdings ORDER BY holding_id'
'SELECT holding_id, strategy_id, code, shares, created_at, closed_at, "values" FROM strategy_holdings ORDER BY holding_id'
).all().map(this._mapHolding);
}
@@ -363,9 +427,12 @@ export class SqliteStore {
shares: row.shares,
createdAt: row.created_at,
closedAt: row.closed_at,
values: parseValues(row.values), // R-013:自定义字段值(未配置 null;模块级函数,.map 裸传不依赖 this)
};
}
// ===== 行情读写(market_quotes_cache=====
/** 单码行情 */
@@ -552,7 +619,7 @@ export class SqliteStore {
if (codes.length === 0) return out;
const placeholders = codes.map(() => '?').join(',');
const rows = this.db.prepare(
'SELECT holding_id, strategy_id, code, shares, created_at, closed_at FROM strategy_holdings WHERE code IN (' + placeholders + ')'
'SELECT holding_id, strategy_id, code, shares, created_at, closed_at, "values" FROM strategy_holdings WHERE code IN (' + placeholders + ')'
).all(...codes);
const holdingsByCode = new Map();
for (const h of rows) {