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feat: add Portfolio Management module with AI monitoring

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TIANHE
2026-01-12 22:36:10 +08:00
parent bb45248982
commit ec56b59530
24 changed files with 7940 additions and 90 deletions
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backend_api_python/app/utils/db.py
+114
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@@ -242,6 +242,7 @@ def _init_db_schema(conn):
"message": "TEXT DEFAULT ''",
"payload_json": "TEXT DEFAULT ''",
"created_at": "INTEGER",
"is_read": "INTEGER DEFAULT 0",
})
# 4. 指标代码表（参考 MySQL: qd_indicator_codes）
@@ -424,6 +425,119 @@ def _init_db_schema(conn):
"updated_at": "INTEGER"
})
# 11. Manual positions (user's existing holdings outside the system)
cursor.execute("""
CREATE TABLE IF NOT EXISTS qd_manual_positions (
id INTEGER PRIMARY KEY AUTOINCREMENT,
user_id INTEGER NOT NULL DEFAULT 1,
market TEXT NOT NULL, -- Crypto/USStock/AShare/HShare/Forex/Futures
symbol TEXT NOT NULL,
name TEXT DEFAULT '', -- Display name
side TEXT DEFAULT 'long', -- long/short
quantity REAL NOT NULL DEFAULT 0,
entry_price REAL NOT NULL DEFAULT 0,
entry_time INTEGER, -- Position open timestamp
notes TEXT DEFAULT '', -- User notes
tags TEXT DEFAULT '', -- JSON array of tags
group_name TEXT DEFAULT '', -- Group name for categorization
created_at INTEGER,
updated_at INTEGER,
UNIQUE(user_id, market, symbol, side)
)
""")
ensure_columns("qd_manual_positions", {
"user_id": "INTEGER NOT NULL DEFAULT 1",
"market": "TEXT NOT NULL DEFAULT ''",
"symbol": "TEXT NOT NULL DEFAULT ''",
"name": "TEXT DEFAULT ''",
"side": "TEXT DEFAULT 'long'",
"quantity": "REAL NOT NULL DEFAULT 0",
"entry_price": "REAL NOT NULL DEFAULT 0",
"entry_time": "INTEGER",
"notes": "TEXT DEFAULT ''",
"tags": "TEXT DEFAULT ''",
"group_name": "TEXT DEFAULT ''",
"created_at": "INTEGER",
"updated_at": "INTEGER"
})
# 11.1 Position alerts (price alerts and PnL alerts for manual positions)
cursor.execute("""
CREATE TABLE IF NOT EXISTS qd_position_alerts (
id INTEGER PRIMARY KEY AUTOINCREMENT,
user_id INTEGER NOT NULL DEFAULT 1,
position_id INTEGER, -- FK to qd_manual_positions (NULL = symbol-level alert)
market TEXT DEFAULT '',
symbol TEXT DEFAULT '',
alert_type TEXT NOT NULL, -- price_above / price_below / pnl_above / pnl_below
threshold REAL NOT NULL DEFAULT 0,
notification_config TEXT DEFAULT '', -- JSON: channels, targets
is_active INTEGER DEFAULT 1,
is_triggered INTEGER DEFAULT 0,
last_triggered_at INTEGER,
trigger_count INTEGER DEFAULT 0,
repeat_interval INTEGER DEFAULT 0, -- 0=once, >0=repeat every N seconds
notes TEXT DEFAULT '',
created_at INTEGER,
updated_at INTEGER
)
""")
ensure_columns("qd_position_alerts", {
"user_id": "INTEGER NOT NULL DEFAULT 1",
"position_id": "INTEGER",
"market": "TEXT DEFAULT ''",
"symbol": "TEXT DEFAULT ''",
"alert_type": "TEXT NOT NULL DEFAULT 'price_above'",
"threshold": "REAL NOT NULL DEFAULT 0",
"notification_config": "TEXT DEFAULT ''",
"is_active": "INTEGER DEFAULT 1",
"is_triggered": "INTEGER DEFAULT 0",
"last_triggered_at": "INTEGER",
"trigger_count": "INTEGER DEFAULT 0",
"repeat_interval": "INTEGER DEFAULT 0",
"notes": "TEXT DEFAULT ''",
"created_at": "INTEGER",
"updated_at": "INTEGER"
})
# 12. Position monitors (AI analysis tasks for manual positions)
cursor.execute("""
CREATE TABLE IF NOT EXISTS qd_position_monitors (
id INTEGER PRIMARY KEY AUTOINCREMENT,
user_id INTEGER NOT NULL DEFAULT 1,
name TEXT DEFAULT '', -- Monitor name
position_ids TEXT DEFAULT '', -- JSON array of position IDs (empty = all positions)
monitor_type TEXT DEFAULT 'ai', -- ai / price_alert / pnl_alert
config TEXT DEFAULT '', -- JSON config (interval_minutes, prompt, thresholds, etc.)
notification_config TEXT DEFAULT '', -- JSON notification config (channels, targets)
is_active INTEGER DEFAULT 1,
last_run_at INTEGER,
next_run_at INTEGER,
last_result TEXT DEFAULT '', -- Last analysis result (JSON)
run_count INTEGER DEFAULT 0,
created_at INTEGER,
updated_at INTEGER
)
""")
ensure_columns("qd_position_monitors", {
"user_id": "INTEGER NOT NULL DEFAULT 1",
"name": "TEXT DEFAULT ''",
"position_ids": "TEXT DEFAULT ''",
"monitor_type": "TEXT DEFAULT 'ai'",
"config": "TEXT DEFAULT ''",
"notification_config": "TEXT DEFAULT ''",
"is_active": "INTEGER DEFAULT 1",
"last_run_at": "INTEGER",
"next_run_at": "INTEGER",
"last_result": "TEXT DEFAULT ''",
"run_count": "INTEGER DEFAULT 0",
"created_at": "INTEGER",
"updated_at": "INTEGER"
})
conn.commit()
logger.info("Database schema initialized (SQLite)")