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DinQuant/backend_api_python/app/services/portfolio_monitor.py
T

1770 lines
80 KiB
Python

"""
Portfolio Monitor Service.
Runs scheduled AI analysis on manual positions and sends notifications.
"""
from __future__ import annotations
import hashlib
import json
import threading
import time
import traceback
from concurrent.futures import ThreadPoolExecutor, as_completed
from typing import Any, Dict, List, Optional
from app.utils.db import get_db_connection
from app.utils.logger import get_logger
from app.services.fast_analysis import get_fast_analysis_service
from app.services.signal_notifier import SignalNotifier
from app.services.kline import KlineService
from app.services.billing_service import get_billing_service
logger = get_logger(__name__)
DEFAULT_USER_ID = 1
_monitor_thread: Optional[threading.Thread] = None
_stop_event = threading.Event()
# Multilingual message templates
ALERT_MESSAGES = {
'zh-CN': {
'price_above': '🔔 价格突破预警: {symbol} 当前价格 ${current_price:.4f} 已突破 ${threshold:.4f}',
'price_below': '🔔 价格跌破预警: {symbol} 当前价格 ${current_price:.4f} 已跌破 ${threshold:.4f}',
'pnl_above': '🎉 盈利预警: {symbol} 当前盈亏 {pnl_percent:.1f}% 已达到 {threshold:.1f}% 目标',
'pnl_below': '⚠️ 亏损预警: {symbol} 当前盈亏 {pnl_percent:.1f}% 已触及 {threshold:.1f}% 止损线',
'alert_title': '价格/盈亏预警'
},
'en-US': {
'price_above': '🔔 Price Alert: {symbol} current price ${current_price:.4f} has exceeded ${threshold:.4f}',
'price_below': '🔔 Price Alert: {symbol} current price ${current_price:.4f} has dropped below ${threshold:.4f}',
'pnl_above': '🎉 Profit Alert: {symbol} P&L {pnl_percent:.1f}% has reached {threshold:.1f}% target',
'pnl_below': '⚠️ Loss Alert: {symbol} P&L {pnl_percent:.1f}% has hit {threshold:.1f}% stop-loss',
'alert_title': 'Price/P&L Alert'
}
}
def _get_alert_message(alert_type: str, language: str = 'en-US', **kwargs) -> str:
"""Get localized alert message."""
lang = 'zh-CN' if language and language.startswith('zh') else 'en-US'
templates = ALERT_MESSAGES.get(lang, ALERT_MESSAGES['en-US'])
template = templates.get(alert_type, '')
if template:
return template.format(**kwargs)
return ''
def _get_alert_title(language: str = 'en-US') -> str:
"""Get localized alert title."""
lang = 'zh-CN' if language and language.startswith('zh') else 'en-US'
return ALERT_MESSAGES.get(lang, ALERT_MESSAGES['en-US']).get('alert_title', 'Alert')
def _now_ts() -> int:
return int(time.time())
def _resolve_notification_delivery(user_id: int, notification_config: Optional[Dict[str, Any]]) -> Dict[str, Any]:
"""
Merge notification_settings saved in the personal center to targets and normalize channels.
When creating monitoring on the front end, only channels (email/telegram/webhook) are usually passed, and targets are not passed; if not merged, all outgoing channels will be skipped and no delivery will be made.
If the current channels cannot be delivered (no email/Chat ID, etc.), add a browser to ensure on-site notification.
"""
cfg: Dict[str, Any] = dict(notification_config) if isinstance(notification_config, dict) else {}
raw_ch = cfg.get('channels')
if isinstance(raw_ch, str):
raw_ch = [raw_ch]
elif not isinstance(raw_ch, list):
raw_ch = []
channels = [str(c).strip().lower() for c in raw_ch if c is not None and str(c).strip()]
if not channels:
channels = ['browser']
targets: Dict[str, Any] = dict(cfg.get('targets') or {})
try:
with get_db_connection() as db:
cur = db.cursor()
cur.execute(
"SELECT email, notification_settings FROM qd_users WHERE id = ?",
(user_id,),
)
row = cur.fetchone()
cur.close()
if not row:
account_email = ""
settings = {}
else:
account_email = (row.get("email") or "").strip()
settings = _safe_json_loads(row.get("notification_settings"), {})
if not (targets.get("email") or "").strip():
te = (settings.get("email") or "").strip()
targets["email"] = te or account_email
if not (targets.get("telegram") or "").strip():
targets["telegram"] = (settings.get("telegram_chat_id") or "").strip()
if not (targets.get("telegram_bot_token") or "").strip():
targets["telegram_bot_token"] = (settings.get("telegram_bot_token") or "").strip()
if not (targets.get("webhook") or "").strip():
targets["webhook"] = (settings.get("webhook_url") or "").strip()
except Exception as e:
logger.warning(f"_resolve_notification_delivery: load user {user_id} settings failed: {e}")
def _can_deliver(ch: str) -> bool:
if ch == "browser":
return True
if ch == "email":
return bool((targets.get("email") or "").strip())
if ch == "telegram":
return bool((targets.get("telegram") or "").strip())
if ch == "webhook":
return bool((targets.get("webhook") or "").strip())
return False
if not any(_can_deliver(c) for c in channels):
channels = list(dict.fromkeys(list(channels) + ["browser"]))
cfg["channels"] = channels
cfg["targets"] = targets
return cfg
def _safe_json_loads(value, default=None):
"""Safely parse JSON string."""
if default is None:
default = {}
if isinstance(value, dict):
return value
if isinstance(value, list):
return value
if isinstance(value, str) and value.strip():
try:
return json.loads(value)
except Exception:
return default
return default
def _get_positions_for_monitor(position_ids: List[int] = None, user_id: int = None) -> List[Dict[str, Any]]:
"""Get positions, optionally filtered by IDs and user_id."""
try:
kline_service = KlineService()
effective_user_id = user_id if user_id is not None else DEFAULT_USER_ID
with get_db_connection() as db:
cur = db.cursor()
if position_ids:
placeholders = ','.join(['?' for _ in position_ids])
cur.execute(
f"""
SELECT id, market, symbol, name, side, quantity, entry_price, group_name
FROM qd_manual_positions
WHERE user_id = ? AND id IN ({placeholders})
""",
[effective_user_id] + list(position_ids)
)
else:
cur.execute(
"""
SELECT id, market, symbol, name, side, quantity, entry_price, group_name
FROM qd_manual_positions
WHERE user_id = ?
""",
(effective_user_id,)
)
rows = cur.fetchall() or []
cur.close()
positions = []
for row in rows:
market = row.get('market')
symbol = row.get('symbol')
entry_price = float(row.get('entry_price') or 0)
quantity = float(row.get('quantity') or 0)
side = row.get('side') or 'long'
group_name = row.get('group_name')
# Get current price (use realtime price API)
current_price = 0
try:
price_data = kline_service.get_realtime_price(market, symbol)
current_price = float(price_data.get('price') or 0)
except Exception:
pass
# Calculate PnL
if side == 'long':
pnl = (current_price - entry_price) * quantity
else:
pnl = (entry_price - current_price) * quantity
pnl_percent = round(pnl / (entry_price * quantity) * 100, 2) if entry_price * quantity > 0 else 0
positions.append({
'id': row.get('id'),
'market': market,
'symbol': symbol,
'name': row.get('name') or symbol,
'side': side,
'quantity': quantity,
'entry_price': entry_price,
'current_price': current_price,
'pnl': round(pnl, 2),
'pnl_percent': pnl_percent,
'group_name': group_name
})
return positions
except Exception as e:
logger.error(f"_get_positions_for_monitor failed: {e}")
return []
MAX_PARALLEL_ANALYSIS = 5
def _analyze_single_position(pos: Dict[str, Any], language: str, user_id: int = None) -> Dict[str, Any]:
"""Analyze a single position (designed to run inside a thread pool)."""
market = pos.get('market')
symbol = pos.get('symbol')
name = pos.get('name') or symbol
group_name = pos.get('group_name')
if not market or not symbol:
return {'market': market, 'symbol': symbol, 'name': name, 'error': 'missing market/symbol'}
try:
logger.info(f"Running fast AI analysis for {market}:{symbol} (user={user_id})")
service = get_fast_analysis_service()
analysis_result = service.analyze(
market=market, symbol=symbol, language=language, timeframe='1D',
user_id=user_id,
)
detailed = analysis_result.get('detailed_analysis', {})
trading_plan = analysis_result.get('trading_plan', {})
scores = analysis_result.get('scores', {})
risks = analysis_result.get('risks', [])
risk_report = '\n'.join([f"• {r}" for r in risks]) if risks else ''
result = {
'market': market, 'symbol': symbol, 'name': name, 'group_name': group_name,
'entry_price': pos.get('entry_price'),
'current_price': pos.get('current_price') or analysis_result.get('market_data', {}).get('current_price'),
'pnl': pos.get('pnl'), 'pnl_percent': pos.get('pnl_percent'),
'quantity': pos.get('quantity'), 'side': pos.get('side'),
'final_decision': analysis_result.get('decision', 'HOLD'),
'confidence': analysis_result.get('confidence', 50),
'reasoning': analysis_result.get('summary', ''),
'trader_decision': analysis_result.get('decision', 'HOLD'),
'trader_reasoning': analysis_result.get('summary', ''),
'overview_report': detailed.get('technical', ''),
'fundamental_report': detailed.get('fundamental', ''),
'sentiment_report': detailed.get('sentiment', ''),
'risk_report': risk_report,
'suggested_entry': trading_plan.get('entry_price'),
'suggested_stop_loss': trading_plan.get('stop_loss'),
'suggested_take_profit': trading_plan.get('take_profit'),
'technical_score': scores.get('technical', 50),
'fundamental_score': scores.get('fundamental', 50),
'sentiment_score': scores.get('sentiment', 50),
'key_reasons': analysis_result.get('reasons', []),
'error': analysis_result.get('error')
}
logger.info(f"Fast analysis completed for {market}:{symbol}: {analysis_result.get('decision', 'N/A')}")
return result
except Exception as e:
logger.error(f"Failed to analyze {market}:{symbol}: {e}")
return {'market': market, 'symbol': symbol, 'name': name, 'error': str(e)}
def _run_ai_analysis(positions: List[Dict[str, Any]], config: Dict[str, Any], user_id: int = None) -> Dict[str, Any]:
"""
Run fast AI analysis on positions **in parallel** using a thread pool.
Same (market, symbol) is analyzed only once; the result is shared across
duplicate positions so we don't waste LLM calls or show redundant entries.
"""
try:
language = config.get('language', 'en-US')
custom_prompt = config.get('prompt', '')
# ── Deduplicate by (market, symbol) ──
unique_map: Dict[str, int] = {} # "market|symbol" -> index in unique_positions
unique_positions: List[Dict[str, Any]] = []
pos_to_unique: List[int] = [] # positions[i] -> unique_positions index
for pos in positions:
key = f"{pos.get('market')}|{pos.get('symbol')}"
if key not in unique_map:
unique_map[key] = len(unique_positions)
unique_positions.append(pos)
pos_to_unique.append(unique_map[key])
workers = min(len(unique_positions), MAX_PARALLEL_ANALYSIS)
unique_analyses: List[Dict[str, Any]] = [None] * len(unique_positions)
with ThreadPoolExecutor(max_workers=workers) as executor:
future_to_idx = {
executor.submit(_analyze_single_position, pos, language, user_id): idx
for idx, pos in enumerate(unique_positions)
}
for future in as_completed(future_to_idx):
idx = future_to_idx[future]
try:
unique_analyses[idx] = future.result()
except Exception as e:
pos = unique_positions[idx]
unique_analyses[idx] = {
'market': pos.get('market'), 'symbol': pos.get('symbol'),
'name': pos.get('name') or pos.get('symbol'), 'error': str(e)
}
# ── Map back: each position gets its own copy with position-specific P&L ──
position_analyses: List[Dict[str, Any]] = []
seen_keys: set = set()
for i, pos in enumerate(positions):
key = f"{pos.get('market')}|{pos.get('symbol')}"
if key in seen_keys:
continue
seen_keys.add(key)
base = dict(unique_analyses[pos_to_unique[i]])
base['entry_price'] = pos.get('entry_price')
base['current_price'] = base.get('current_price') or pos.get('current_price')
combined_qty = sum(
float(p.get('quantity') or 0)
for j, p in enumerate(positions)
if f"{p.get('market')}|{p.get('symbol')}" == key
)
combined_cost = sum(
float(p.get('entry_price') or 0) * float(p.get('quantity') or 0)
for j, p in enumerate(positions)
if f"{p.get('market')}|{p.get('symbol')}" == key
)
cur_price = float(base.get('current_price') or 0)
combined_pnl = sum(
float(p.get('pnl') or 0)
for j, p in enumerate(positions)
if f"{p.get('market')}|{p.get('symbol')}" == key
)
avg_entry = round(combined_cost / combined_qty, 4) if combined_qty else 0
pnl_pct = round(combined_pnl / combined_cost * 100, 2) if combined_cost else 0
base['quantity'] = combined_qty
base['entry_price'] = avg_entry
base['pnl'] = round(combined_pnl, 2)
base['pnl_percent'] = pnl_pct
position_analyses.append(base)
# Also provide deduplicated positions list for report building
deduped_positions = []
seen_keys2: set = set()
for i, pos in enumerate(positions):
key = f"{pos.get('market')}|{pos.get('symbol')}"
if key in seen_keys2:
continue
seen_keys2.add(key)
merged = dict(pos)
merged['quantity'] = position_analyses[len(deduped_positions)].get('quantity', pos.get('quantity'))
merged['entry_price'] = position_analyses[len(deduped_positions)].get('entry_price', pos.get('entry_price'))
merged['pnl'] = position_analyses[len(deduped_positions)].get('pnl', pos.get('pnl'))
merged['pnl_percent'] = position_analyses[len(deduped_positions)].get('pnl_percent', pos.get('pnl_percent'))
deduped_positions.append(merged)
analysis_report = _build_comprehensive_report(deduped_positions, position_analyses, language, custom_prompt)
return {
'success': True,
'analysis': analysis_report,
'position_analyses': position_analyses,
'positions': deduped_positions,
'position_count': len(deduped_positions),
'analyzed_count': len([p for p in position_analyses if not p.get('error')]),
'timestamp': _now_ts()
}
except Exception as e:
logger.error(f"_run_ai_analysis failed: {e}")
logger.error(traceback.format_exc())
return {'success': False, 'error': str(e), 'timestamp': _now_ts()}
def _build_comprehensive_report(
positions: List[Dict[str, Any]],
position_analyses: List[Dict[str, Any]],
language: str,
custom_prompt: str = ''
) -> str:
"""Build a comprehensive text report (backward compatible)."""
# Use HTML report as the main format
return _build_html_report(positions, position_analyses, language, custom_prompt)
def _build_html_report(
positions: List[Dict[str, Any]],
position_analyses: List[Dict[str, Any]],
language: str,
custom_prompt: str = ''
) -> str:
"""Build a beautiful HTML report with collapsible sections."""
# Calculate portfolio summary
total_cost = sum(float(p.get('entry_price', 0)) * float(p.get('quantity', 0)) for p in positions)
total_pnl = sum(float(p.get('pnl', 0)) for p in positions)
total_pnl_percent = round(total_pnl / total_cost * 100, 2) if total_cost > 0 else 0
total_market_value = sum(float(p.get('current_price', 0)) * float(p.get('quantity', 0)) for p in positions)
# Count recommendations
buy_count = len([p for p in position_analyses if p.get('final_decision') == 'BUY'])
sell_count = len([p for p in position_analyses if p.get('final_decision') == 'SELL'])
hold_count = len([p for p in position_analyses if p.get('final_decision') == 'HOLD'])
is_zh = language.startswith('zh')
# Text translations
texts = {
'title': '投资组合AI分析报告' if is_zh else 'Portfolio AI Analysis Report',
'subtitle': '由 QuantDinger AI 快速分析引擎生成' if is_zh else 'Generated by QuantDinger Fast AI Analysis Engine',
'overview': '组合概览' if is_zh else 'Portfolio Overview',
'positions': '持仓数量' if is_zh else 'Positions',
'total_value': '总市值' if is_zh else 'Total Value',
'total_cost': '总成本' if is_zh else 'Total Cost',
'total_pnl': '总盈亏' if is_zh else 'Total P&L',
'ai_recommendations': '🤖 AI智能分析建议' if is_zh else '🤖 AI Recommendations',
'buy': '买入' if is_zh else 'Buy',
'sell': '卖出' if is_zh else 'Sell',
'hold': '持有' if is_zh else 'Hold',
'position_analysis': '📈 各持仓详细分析' if is_zh else '📈 Position Analysis',
'current_price': '当前价格' if is_zh else 'Current',
'entry_price': '买入价' if is_zh else 'Entry',
'pnl': '盈亏' if is_zh else 'P&L',
'quantity': '数量' if is_zh else 'Qty',
'side': '方向' if is_zh else 'Side',
'long': '做多' if is_zh else 'Long',
'short': '做空' if is_zh else 'Short',
'ai_decision': 'AI决策' if is_zh else 'AI Decision',
'confidence': '置信度' if is_zh else 'Confidence',
'reasoning': '分析摘要' if is_zh else 'Summary',
'trader_report': '📋 交易员详细评估' if is_zh else '📋 Trader Analysis',
'risk_report': '⚠️ 风险评估' if is_zh else '⚠️ Risk Assessment',
'overview_report': '📊 市场概览' if is_zh else '📊 Market Overview',
'click_expand': '点击展开详情' if is_zh else 'Click to expand',
'user_focus': '👤 用户关注点' if is_zh else '👤 User Focus',
'generated_at': '报告生成时间' if is_zh else 'Generated at',
'disclaimer': '本报告仅供参考,不构成投资建议。' if is_zh else 'For reference only. Not investment advice.',
'analysis_failed': '分析失败' if is_zh else 'Analysis failed'
}
# CSS Styles
css = '''
<style>
.qd-report { font-family: -apple-system, BlinkMacSystemFont, 'Segoe UI', Roboto, 'Helvetica Neue', Arial, sans-serif; max-width: 800px; margin: 0 auto; padding: 20px; background: linear-gradient(135deg, #667eea 0%, #764ba2 100%); border-radius: 16px; }
.qd-report * { box-sizing: border-box; }
.qd-header { text-align: center; color: #fff; padding: 20px 0 30px; }
.qd-header h1 { margin: 0 0 8px; font-size: 24px; font-weight: 700; text-shadow: 0 2px 4px rgba(0,0,0,0.2); }
.qd-header .subtitle { font-size: 13px; opacity: 0.9; }
.qd-content { background: #fff; border-radius: 12px; padding: 24px; box-shadow: 0 10px 40px rgba(0,0,0,0.15); }
.qd-section { margin-bottom: 24px; }
.qd-section:last-child { margin-bottom: 0; }
.qd-section-title { font-size: 16px; font-weight: 600; color: #1a1a2e; margin: 0 0 16px; padding-bottom: 8px; border-bottom: 2px solid #667eea; }
.qd-overview-grid { display: grid; grid-template-columns: repeat(4, 1fr); gap: 12px; }
.qd-stat-card { background: linear-gradient(135deg, #f5f7fa 0%, #e8ecf3 100%); border-radius: 10px; padding: 16px; text-align: center; }
.qd-stat-card .label { font-size: 12px; color: #666; margin-bottom: 6px; }
.qd-stat-card .value { font-size: 20px; font-weight: 700; color: #1a1a2e; }
.qd-stat-card .value.positive { color: #10b981; }
.qd-stat-card .value.negative { color: #ef4444; }
.qd-stat-card .percent { font-size: 12px; font-weight: 500; margin-left: 4px; }
.qd-rec-grid { display: grid; grid-template-columns: repeat(3, 1fr); gap: 12px; }
.qd-rec-card { border-radius: 10px; padding: 16px; text-align: center; }
.qd-rec-card.buy { background: linear-gradient(135deg, #d1fae5 0%, #a7f3d0 100%); }
.qd-rec-card.sell { background: linear-gradient(135deg, #fee2e2 0%, #fecaca 100%); }
.qd-rec-card.hold { background: linear-gradient(135deg, #fef3c7 0%, #fde68a 100%); }
.qd-rec-card .emoji { font-size: 28px; margin-bottom: 8px; }
.qd-rec-card .count { font-size: 24px; font-weight: 700; }
.qd-rec-card.buy .count { color: #059669; }
.qd-rec-card.sell .count { color: #dc2626; }
.qd-rec-card.hold .count { color: #d97706; }
.qd-rec-card .label { font-size: 13px; color: #666; margin-top: 4px; }
.qd-position { background: #f8fafc; border-radius: 12px; margin-bottom: 16px; overflow: hidden; border: 1px solid #e2e8f0; }
.qd-position:last-child { margin-bottom: 0; }
.qd-pos-header { display: flex; justify-content: space-between; align-items: center; padding: 16px; background: #fff; cursor: default; }
.qd-pos-symbol { display: flex; align-items: center; gap: 12px; }
.qd-pos-symbol .icon { width: 40px; height: 40px; border-radius: 10px; display: flex; align-items: center; justify-content: center; font-weight: 700; font-size: 14px; color: #fff; }
.qd-pos-symbol .icon.buy { background: linear-gradient(135deg, #10b981 0%, #059669 100%); }
.qd-pos-symbol .icon.sell { background: linear-gradient(135deg, #ef4444 0%, #dc2626 100%); }
.qd-pos-symbol .icon.hold { background: linear-gradient(135deg, #f59e0b 0%, #d97706 100%); }
.qd-pos-symbol .name { font-weight: 600; font-size: 15px; color: #1a1a2e; }
.qd-pos-symbol .market { font-size: 12px; color: #666; }
.qd-pos-decision { text-align: right; }
.qd-pos-decision .decision-tag { display: inline-block; padding: 6px 14px; border-radius: 20px; font-weight: 600; font-size: 13px; }
.qd-pos-decision .decision-tag.buy { background: #d1fae5; color: #059669; }
.qd-pos-decision .decision-tag.sell { background: #fee2e2; color: #dc2626; }
.qd-pos-decision .decision-tag.hold { background: #fef3c7; color: #d97706; }
.qd-pos-decision .confidence { font-size: 12px; color: #666; margin-top: 4px; }
.qd-pos-stats { display: grid; grid-template-columns: repeat(4, 1fr); gap: 1px; background: #e2e8f0; }
.qd-pos-stats .stat { background: #fff; padding: 12px; text-align: center; }
.qd-pos-stats .stat .label { font-size: 11px; color: #666; margin-bottom: 4px; }
.qd-pos-stats .stat .value { font-size: 14px; font-weight: 600; color: #1a1a2e; }
.qd-pos-stats .stat .value.positive { color: #10b981; }
.qd-pos-stats .stat .value.negative { color: #ef4444; }
.qd-pos-reasoning { padding: 16px; background: #fff; border-top: 1px solid #e2e8f0; }
.qd-pos-reasoning .label { font-size: 12px; font-weight: 600; color: #666; margin-bottom: 6px; }
.qd-pos-reasoning .text { font-size: 13px; color: #374151; line-height: 1.6; }
.qd-collapsible { border-top: 1px solid #e2e8f0; }
.qd-collapsible input[type="checkbox"] { display: none; }
.qd-collapsible-header { display: flex; justify-content: space-between; align-items: center; padding: 12px 16px; background: #f1f5f9; cursor: pointer; user-select: none; }
.qd-collapsible-header:hover { background: #e2e8f0; }
.qd-collapsible-header .title { font-size: 13px; font-weight: 600; color: #475569; }
.qd-collapsible-header .arrow { transition: transform 0.2s; color: #94a3b8; display: inline-block; }
.qd-collapsible-content { display: none; padding: 16px; background: #fff; font-size: 13px; color: #475569; line-height: 1.7; border-top: 1px solid #e2e8f0; }
.qd-collapsible input[type="checkbox"]:checked ~ .qd-collapsible-content { display: block; }
.qd-collapsible input[type="checkbox"]:checked + .qd-collapsible-header .arrow { transform: rotate(180deg); }
.qd-user-focus { background: linear-gradient(135deg, #ede9fe 0%, #ddd6fe 100%); border-radius: 10px; padding: 16px; font-size: 13px; color: #5b21b6; line-height: 1.6; }
.qd-footer { text-align: center; padding: 20px 0 0; font-size: 12px; color: #666; border-top: 1px solid #e2e8f0; margin-top: 24px; }
.qd-footer .time { margin-bottom: 4px; }
.qd-footer .disclaimer { opacity: 0.8; }
.qd-error { background: #fef2f2; border: 1px solid #fecaca; border-radius: 8px; padding: 12px; color: #dc2626; font-size: 13px; }
@media (max-width: 600px) {
.qd-report { padding: 12px; border-radius: 0; }
.qd-overview-grid { grid-template-columns: repeat(2, 1fr); }
.qd-rec-grid { grid-template-columns: repeat(3, 1fr); }
.qd-pos-stats { grid-template-columns: repeat(2, 1fr); }
}
</style>
'''
# Build HTML
pnl_class = 'positive' if total_pnl >= 0 else 'negative'
pnl_sign = '+' if total_pnl >= 0 else ''
html = f'''
{css}
<div class="qd-report">
<div class="qd-header">
<h1>{texts['title']}</h1>
<div class="subtitle">{texts['subtitle']}</div>
</div>
<div class="qd-content">
<!-- Overview Section -->
<div class="qd-section">
<h2 class="qd-section-title">{texts['overview']}</h2>
<div class="qd-overview-grid">
<div class="qd-stat-card">
<div class="label">{texts['positions']}</div>
<div class="value">{len(positions)}</div>
</div>
<div class="qd-stat-card">
<div class="label">{texts['total_value']}</div>
<div class="value">${total_market_value:,.2f}</div>
</div>
<div class="qd-stat-card">
<div class="label">{texts['total_cost']}</div>
<div class="value">${total_cost:,.2f}</div>
</div>
<div class="qd-stat-card">
<div class="label">{texts['total_pnl']}</div>
<div class="value {pnl_class}">{pnl_sign}${total_pnl:,.2f}<span class="percent">({pnl_sign}{total_pnl_percent:.1f}%)</span></div>
</div>
</div>
</div>
<!-- AI Recommendations Section -->
<div class="qd-section">
<h2 class="qd-section-title">{texts['ai_recommendations']}</h2>
<div class="qd-rec-grid">
<div class="qd-rec-card buy">
<div class="emoji">🟢</div>
<div class="count">{buy_count}</div>
<div class="label">{texts['buy']}</div>
</div>
<div class="qd-rec-card sell">
<div class="emoji">🔴</div>
<div class="count">{sell_count}</div>
<div class="label">{texts['sell']}</div>
</div>
<div class="qd-rec-card hold">
<div class="emoji">🟡</div>
<div class="count">{hold_count}</div>
<div class="label">{texts['hold']}</div>
</div>
</div>
</div>
<!-- Position Analysis Section -->
<div class="qd-section">
<h2 class="qd-section-title">{texts['position_analysis']}</h2>
'''
for pa in position_analyses:
symbol = pa.get('symbol', '')
name = pa.get('name', symbol)
market = pa.get('market', '')
group_name = pa.get('group_name', '')
if pa.get('error'):
html += f'''
<div class="qd-position">
<div class="qd-pos-header">
<div class="qd-pos-symbol">
<div class="icon hold">⚠️</div>
<div>
<div class="name">{name}</div>
<div class="market">{market}/{symbol}</div>
</div>
</div>
</div>
<div class="qd-error" style="margin: 16px;">{texts['analysis_failed']}: {pa.get('error')}</div>
</div>
'''
continue
decision = pa.get('final_decision', 'HOLD')
decision_lower = decision.lower()
decision_text = texts.get(decision_lower, decision)
confidence = pa.get('confidence', 50)
current_price = pa.get('current_price', 0)
entry_price = pa.get('entry_price', 0)
pnl = pa.get('pnl', 0)
pnl_pct = pa.get('pnl_percent', 0)
quantity = pa.get('quantity', 0)
side = pa.get('side', 'long')
side_text = texts['long'] if side == 'long' else texts['short']
pnl_class = 'positive' if pnl >= 0 else 'negative'
pnl_sign = '+' if pnl >= 0 else ''
reasoning = pa.get('reasoning', '')
trader_reasoning = pa.get('trader_reasoning', '')
overview_report = pa.get('overview_report', '')
risk_report = pa.get('risk_report', '')
html += f'''
<div class="qd-position">
<div class="qd-pos-header">
<div class="qd-pos-symbol">
<div class="icon {decision_lower}">{decision[0]}</div>
<div>
<div class="name">{name}</div>
<div class="market">{market}/{symbol}</div>
</div>
</div>
<div class="qd-pos-decision">
<div class="decision-tag {decision_lower}">{decision_text}</div>
<div class="confidence">{texts['confidence']}: {confidence}%</div>
</div>
</div>
<div class="qd-pos-stats">
<div class="stat">
<div class="label">{texts['current_price']}</div>
<div class="value">${current_price:.4f}</div>
</div>
<div class="stat">
<div class="label">{texts['entry_price']}</div>
<div class="value">${entry_price:.4f}</div>
</div>
<div class="stat">
<div class="label">{texts['pnl']}</div>
<div class="value {pnl_class}">{pnl_sign}${pnl:.2f} ({pnl_sign}{pnl_pct:.1f}%)</div>
</div>
<div class="stat">
<div class="label">{texts['quantity']} / {texts['side']}</div>
<div class="value">{quantity} / {side_text}</div>
</div>
</div>
'''
# Reasoning summary
if reasoning:
html += f'''
<div class="qd-pos-reasoning">
<div class="label">{texts['reasoning']}</div>
<div class="text">{reasoning[:500]}{'...' if len(reasoning) > 500 else ''}</div>
</div>
'''
# Generate unique ID for collapsible sections (use symbol hash to avoid special chars)
section_id_base = hashlib.md5(f"{symbol}_{market}_{group_name}".encode()).hexdigest()[:8]
# Collapsible: Trader Analysis
if trader_reasoning:
trader_id = f"trader_{section_id_base}"
html += f'''
<div class="qd-collapsible">
<input type="checkbox" id="{trader_id}">
<label for="{trader_id}" class="qd-collapsible-header">
<span class="title">{texts['trader_report']}</span>
<span class="arrow">▼</span>
</label>
<div class="qd-collapsible-content">{trader_reasoning.replace(chr(10), '<br>')}</div>
</div>
'''
# Collapsible: Market Overview
if overview_report:
overview_id = f"overview_{section_id_base}"
html += f'''
<div class="qd-collapsible">
<input type="checkbox" id="{overview_id}">
<label for="{overview_id}" class="qd-collapsible-header">
<span class="title">{texts['overview_report']}</span>
<span class="arrow">▼</span>
</label>
<div class="qd-collapsible-content">{overview_report.replace(chr(10), '<br>')}</div>
</div>
'''
# Collapsible: Risk Assessment
if risk_report:
risk_id = f"risk_{section_id_base}"
html += f'''
<div class="qd-collapsible">
<input type="checkbox" id="{risk_id}">
<label for="{risk_id}" class="qd-collapsible-header">
<span class="title">{texts['risk_report']}</span>
<span class="arrow">▼</span>
</label>
<div class="qd-collapsible-content">{risk_report.replace(chr(10), '<br>')}</div>
</div>
'''
html += '''
</div>
'''
# User focus section
if custom_prompt:
html += f'''
</div>
<div class="qd-section">
<h2 class="qd-section-title">{texts['user_focus']}</h2>
<div class="qd-user-focus">{custom_prompt}</div>
'''
# Footer
html += f'''
</div>
<div class="qd-footer">
<div class="time">{texts['generated_at']}: {time.strftime('%Y-%m-%d %H:%M:%S')}</div>
<div class="disclaimer">{texts['disclaimer']}</div>
</div>
</div>
</div>
'''
return html
def _build_telegram_report(
positions: List[Dict[str, Any]],
position_analyses: List[Dict[str, Any]],
language: str,
custom_prompt: str = ''
) -> str:
"""Build a concise report suitable for Telegram (HTML format).
Positions with quantity>0 and entry_price>0 are shown with P&L;
others are treated as watchlist items and only show current price.
"""
def _has_holding(pa: Dict[str, Any]) -> bool:
return float(pa.get('quantity') or 0) > 0 and float(pa.get('entry_price') or 0) > 0
held = [p for p in position_analyses if _has_holding(p) and not p.get('error')]
watched = [p for p in position_analyses if not _has_holding(p) and not p.get('error')]
errored = [p for p in position_analyses if p.get('error')]
total_cost = sum(float(p.get('entry_price', 0)) * float(p.get('quantity', 0)) for p in held)
total_pnl = sum(float(p.get('pnl', 0)) for p in held)
total_pnl_pct = round(total_pnl / total_cost * 100, 2) if total_cost > 0 else 0
pnl_sign = '+' if total_pnl >= 0 else ''
buy_count = len([p for p in position_analyses if p.get('final_decision') == 'BUY'])
sell_count = len([p for p in position_analyses if p.get('final_decision') == 'SELL'])
hold_count = len([p for p in position_analyses if p.get('final_decision') == 'HOLD'])
is_zh = language.startswith('zh')
# ── Header / Overview ──
if is_zh:
lines: List[str] = ["<b>📊 AI Asset Analysis Report</b>", ""]
overview = ["<b>📈 Overview</b>"]
if held:
overview.append(f"•Positions: {len(held)}")
overview.append(f"•Total cost: ${total_cost:,.2f}")
overview.append(f"•Total profit and loss: {pnl_sign}${total_pnl:,.2f} ({pnl_sign}{total_pnl_pct:.1f}%)")
if watched:
overview.append(f"• Observations: {len(watched)}")
lines.extend(overview)
lines.extend([
"",
"<b>🤖 Summary of AI suggestions</b>",
f"🟢 Buy: {buy_count} | 🔴 Sell: {sell_count} | 🟡 Hold: {hold_count}",
])
else:
lines = ["<b>📊 AI Asset Analysis Report</b>", ""]
overview = ["<b>📈 Overview</b>"]
if held:
overview.append(f"• Holdings: {len(held)}")
overview.append(f"• Total Cost: ${total_cost:,.2f}")
overview.append(f"• Total P&L: {pnl_sign}${total_pnl:,.2f} ({pnl_sign}{total_pnl_pct:.1f}%)")
if watched:
overview.append(f"• Watchlist: {len(watched)}")
lines.extend(overview)
lines.extend([
"",
"<b>🤖 AI Recommendations</b>",
f"🟢 Buy: {buy_count} | 🔴 Sell: {sell_count} | 🟡 Hold: {hold_count}",
])
# ── Helper: render one analysis entry ──
def _render_pa(pa: Dict[str, Any], show_pnl: bool) -> None:
decision = pa.get('final_decision', 'HOLD')
emoji = {'BUY': '🟢', 'SELL': '🔴', 'HOLD': '🟡'}.get(decision, '⚪')
d_text = decision
if is_zh:
d_text = {'BUY': 'Buy', 'SELL': 'Sell', 'HOLD': 'Hold'}.get(decision, 'Hold')
lines.append(f"\n{emoji} <b>{pa.get('name', pa.get('symbol'))}</b> ({pa.get('market')}/{pa.get('symbol')})")
if show_pnl:
pnl = pa.get('pnl', 0)
pnl_pct = pa.get('pnl_percent', 0)
ps = '+' if pnl >= 0 else ''
lines.append(
f" 💰 ${pa.get('current_price', 0):,.2f} | "
f"{'profit and loss' if is_zh else 'P&L'}: {ps}${pnl:,.2f} ({ps}{pnl_pct:.1f}%)"
)
else:
lines.append(f" 💰 {'现价' if is_zh else 'Price'}: ${pa.get('current_price', 0):,.2f}")
lines.append(
f" 🎯 {'建议' if is_zh else 'Rec'}: <b>{d_text}</b> "
f"({'confidence' if is_zh else 'Conf'}: {pa.get('confidence', 50)}%)"
)
reasoning = pa.get('reasoning', '')
if reasoning:
lines.append(f" 📝 {reasoning[:150]}{'...' if len(reasoning) > 150 else ''}")
# ── Holdings section ──
if held:
lines.extend(["", f"<b>📋 {'position analysis' if is_zh else 'Holdings'}</b>"])
for pa in held:
_render_pa(pa, show_pnl=True)
# ── Watchlist section ──
if watched:
lines.extend(["", f"<b>👁 {'Watchlist' if is_zh else 'Watchlist'}</b>"])
for pa in watched:
_render_pa(pa, show_pnl=False)
# ── Errors ──
for pa in errored:
label = pa.get('name') or pa.get('symbol') or '?'
lines.append(f"\n⚠️ <b>{label}</b>: {'Analysis failed' if is_zh else 'Analysis failed'}")
if custom_prompt:
lines.extend(["", f"<b>👤 {'关注点' if is_zh else 'Focus'}:</b> {custom_prompt}"])
lines.extend([
"",
"─────────────────────",
f"<i>⏰ {time.strftime('%Y-%m-%d %H:%M')}</i>",
f"<i>{'Generated by QuantDinger Multi-Agent System' if is_zh else 'Generated by QuantDinger Multi-Agent System'}</i>",
])
return '\n'.join(lines)
def _build_batch_telegram_report(
monitor_results: List[Dict[str, Any]],
language: str,
) -> str:
"""Build a single Telegram report that combines multiple monitor results."""
is_zh = language.startswith('zh')
def _has_holding(pa: Dict[str, Any]) -> bool:
return float(pa.get('quantity') or 0) > 0 and float(pa.get('entry_price') or 0) > 0
all_analyses: List[Dict[str, Any]] = []
monitor_sections: List[str] = []
for res in monitor_results:
meta = res.get('_meta', {})
m_name = meta.get('monitor_name', '?')
m_analyses = meta.get('position_analyses', [])
all_analyses.extend(m_analyses)
section_lines: List[str] = [f"\n<b>📋 {m_name}</b>"]
for pa in m_analyses:
if pa.get('error'):
label = pa.get('name') or pa.get('symbol') or '?'
section_lines.append(f" ⚠️ {label}: {'Analysis failed' if is_zh else 'Failed'}")
continue
decision = pa.get('final_decision', 'HOLD')
emoji = {'BUY': '🟢', 'SELL': '🔴', 'HOLD': '🟡'}.get(decision, '⚪')
d_text = ({'BUY': 'Buy', 'SELL': 'Sell', 'HOLD': 'Hold'}.get(decision, 'Hold')) if is_zh else decision
cur_price = pa.get('current_price', 0)
section_lines.append(
f"{emoji} <b>{pa.get('name', pa.get('symbol'))}</b> ({pa.get('market')}/{pa.get('symbol')})"
)
if _has_holding(pa):
pnl = pa.get('pnl', 0)
pnl_s = '+' if pnl >= 0 else ''
pnl_pct = pa.get('pnl_percent', 0)
section_lines.append(
f" 💰 ${cur_price:,.2f} | {'盈亏' if is_zh else 'P&L'}: {pnl_s}${pnl:,.2f} ({pnl_s}{pnl_pct:.1f}%)"
)
else:
section_lines.append(f" 💰 {'现价' if is_zh else 'Price'}: ${cur_price:,.2f}")
section_lines.append(
f" 🎯 {'建议' if is_zh else 'Rec'}: <b>{d_text}</b> "
f"({'confidence' if is_zh else 'Conf'}: {pa.get('confidence', 50)}%)"
)
reasoning = pa.get('reasoning', '')
if reasoning:
section_lines.append(f" 📝 {reasoning[:120]}{'...' if len(reasoning) > 120 else ''}")
monitor_sections.append('\n'.join(section_lines))
held = [a for a in all_analyses if _has_holding(a) and not a.get('error')]
watched = [a for a in all_analyses if not _has_holding(a) and not a.get('error')]
total_cost = sum(float(a.get('entry_price', 0)) * float(a.get('quantity', 0)) for a in held)
total_pnl = sum(float(a.get('pnl', 0)) for a in held)
total_pnl_pct = round(total_pnl / total_cost * 100, 2) if total_cost else 0
pnl_sign = '+' if total_pnl >= 0 else ''
buy_c = len([a for a in all_analyses if a.get('final_decision') == 'BUY'])
sell_c = len([a for a in all_analyses if a.get('final_decision') == 'SELL'])
hold_c = len([a for a in all_analyses if a.get('final_decision') == 'HOLD'])
if is_zh:
header = [
"<b>📊 Regular asset monitoring report</b>",
"",
"<b>📈 General Overview</b>",
f"•Monitoring tasks: {len(monitor_results)}",
f"• Number of targets: {len(all_analyses)}",
]
if held:
header.append(f"• Positions: {len(held)} | Total cost: ${total_cost:,.2f} | Profit and loss: {pnl_sign}${total_pnl:,.2f} ({pnl_sign}{total_pnl_pct:.1f}%)")
if watched:
header.append(f"• Observations: {len(watched)}")
header.extend([
"",
"<b>🤖 Summary of AI suggestions</b>",
f"🟢 Buy: {buy_c} | 🔴 Sell: {sell_c} | 🟡 Hold: {hold_c}",
])
else:
header = [
"<b>📊 Scheduled Portfolio Report</b>",
"",
"<b>📈 Summary</b>",
f"• Monitors: {len(monitor_results)}",
f"• Symbols: {len(all_analyses)}",
]
if held:
header.append(f"• Holdings: {len(held)} | Cost: ${total_cost:,.2f} | P&L: {pnl_sign}${total_pnl:,.2f} ({pnl_sign}{total_pnl_pct:.1f}%)")
if watched:
header.append(f"• Watchlist: {len(watched)}")
header.extend([
"",
"<b>🤖 AI Recommendations</b>",
f"🟢 Buy: {buy_c} | 🔴 Sell: {sell_c} | 🟡 Hold: {hold_c}",
])
footer = [
"",
"─────────────────────",
f"<i>⏰ {time.strftime('%Y-%m-%d %H:%M')}</i>",
f"<i>{'Generated by QuantDinger Multi-Agent System' if is_zh else 'Generated by QuantDinger Multi-Agent System'}</i>",
]
return '\n'.join(header + monitor_sections + footer)
def _build_batch_html_report(
monitor_results: List[Dict[str, Any]],
language: str,
) -> str:
"""Build a combined HTML report for browser / email channel."""
parts: List[str] = []
for res in monitor_results:
report = res.get('analysis', '')
if report:
parts.append(report)
if not parts:
return ''
if len(parts) == 1:
return parts[0]
divider = '<hr style="border:none;border-top:1px solid #e8e8e8;margin:24px 0;">'
return divider.join(parts)
def _send_batch_notification(
user_id: int,
monitor_results: List[Dict[str, Any]],
) -> None:
"""Send a single combined notification for multiple monitor results belonging to one user."""
if not monitor_results:
return
successful = [r for r in monitor_results if r.get('success')]
if not successful:
for r in monitor_results:
meta = r.get('_meta', {})
_send_monitor_notification(
monitor_name=meta.get('monitor_name', '?'),
result=r,
notification_config=meta.get('notification_config', {}),
positions=meta.get('positions', []),
position_analyses=meta.get('position_analyses', []),
language=meta.get('language', 'en-US'),
custom_prompt=meta.get('custom_prompt', ''),
user_id=user_id,
)
return
first_meta = successful[0].get('_meta', {})
language = first_meta.get('language', 'en-US')
# Merge channels from all monitors (union)
all_channels: set = set()
for r in successful:
m = r.get('_meta', {})
nc = m.get('notification_config', {})
chs = nc.get('channels')
if isinstance(chs, str):
chs = [chs]
elif not isinstance(chs, list):
chs = []
for c in chs:
if c:
all_channels.add(str(c).strip().lower())
if not all_channels:
all_channels = {'browser'}
merged_nc = {'channels': list(all_channels), 'targets': {}}
resolved_nc = _resolve_notification_delivery(user_id, merged_nc)
channels = resolved_nc.get('channels') or ['browser']
targets = resolved_nc.get('targets', {})
is_zh = language.startswith('zh')
names = ', '.join(r.get('_meta', {}).get('monitor_name', '?') for r in successful)
title = f"📊 Scheduled Asset Monitoring: {names}" if is_zh else f"📊 Scheduled Report: {names}"
if len(title) > 255:
title = title[:252] + '...'
html_report = _build_batch_html_report(successful, language)
telegram_report = _build_batch_telegram_report(successful, language)
try:
notifier = SignalNotifier()
for channel in channels:
try:
ch = str(channel).strip().lower()
if ch == 'browser':
with get_db_connection() as db:
cur = db.cursor()
cur.execute(
"""
INSERT INTO qd_strategy_notifications
(user_id, strategy_id, symbol, signal_type, channels, title, message, payload_json, created_at)
VALUES (?, NULL, ?, ?, ?, ?, ?, ?, NOW())
""",
(user_id, 'PORTFOLIO', 'ai_monitor', 'browser', title, html_report,
json.dumps({'batch': True, 'count': len(successful)}, ensure_ascii=False, default=str)),
)
db.commit()
cur.close()
elif ch == 'telegram':
chat_id = targets.get('telegram', '')
token_override = targets.get('telegram_bot_token', '')
if chat_id:
notifier._notify_telegram(
chat_id=chat_id, text=telegram_report,
token_override=token_override, parse_mode="HTML",
)
elif ch == 'email':
to_email = targets.get('email', '')
if to_email:
notifier._notify_email(
to_email=to_email, subject=title,
body_text=html_report, body_html=html_report,
)
elif ch == 'webhook':
url = targets.get('webhook', '')
if url:
notifier._notify_webhook(url=url, payload={
'type': 'portfolio_monitor_batch',
'monitors': [r.get('_meta', {}).get('monitor_name') for r in successful],
'html_report': html_report,
})
except Exception as e:
logger.warning(f"Batch notification channel {channel} failed: {e}")
except Exception as e:
logger.error(f"_send_batch_notification failed: {e}")
def _send_monitor_notification(
monitor_name: str,
result: Dict[str, Any],
notification_config: Dict[str, Any],
positions: List[Dict[str, Any]] = None,
position_analyses: List[Dict[str, Any]] = None,
language: str = 'en-US',
custom_prompt: str = '',
user_id: int = None
) -> None:
"""Send notification with analysis result using appropriate format for each channel."""
try:
notifier = SignalNotifier()
effective_user_id = user_id if user_id is not None else DEFAULT_USER_ID
notification_config = _resolve_notification_delivery(effective_user_id, notification_config)
channels = notification_config.get('channels') or ['browser']
targets = notification_config.get('targets', {})
title = f"📊 Asset Monitor: {monitor_name}" if language.startswith('zh') else f"📊 Portfolio Monitor: {monitor_name}"
if len(title) > 255:
title = title[:252] + '...'
if not result.get('success'):
error_title = f"⚠️ Asset monitoring failed: {monitor_name}" if language.startswith('zh') else f"⚠️ Monitor Failed: {monitor_name}"
if len(error_title) > 255:
error_title = error_title[:252] + '...'
error_msg = f"分析失败: {result.get('error', 'Unknown error')}" if language.startswith('zh') else f"Analysis failed: {result.get('error', 'Unknown error')}"
for channel in channels:
try:
ch = str(channel).strip().lower()
if ch == 'browser':
with get_db_connection() as db:
cur = db.cursor()
cur.execute(
"""
INSERT INTO qd_strategy_notifications
(user_id, strategy_id, symbol, signal_type, channels, title, message, payload_json, created_at)
VALUES (?, NULL, ?, ?, ?, ?, ?, ?, NOW())
""",
(effective_user_id, 'PORTFOLIO', 'ai_monitor', 'browser', error_title, error_msg,
json.dumps(result, ensure_ascii=False, default=str))
)
db.commit()
cur.close()
elif ch == 'telegram':
chat_id = targets.get('telegram', '')
token_override = targets.get('telegram_bot_token', '')
if chat_id:
notifier._notify_telegram(chat_id=chat_id, text=f"<b>{error_title}</b>\n\n{error_msg}", token_override=token_override, parse_mode="HTML")
elif ch == 'email':
to_email = targets.get('email', '')
if to_email:
notifier._notify_email(to_email=to_email, subject=error_title, body_text=error_msg)
except Exception as e:
logger.warning(f"Failed to send error notification to {channel}: {e}")
return
# Generate reports for different channels
html_report = result.get('analysis', '') # This is already HTML from _build_html_report
# Generate Telegram-specific report if we have the data
telegram_report = ''
if positions is not None and position_analyses is not None:
telegram_report = _build_telegram_report(positions, position_analyses, language, custom_prompt)
else:
# Fallback: strip HTML tags for Telegram
import re
telegram_report = re.sub(r'<[^>]+>', '', html_report)
if len(telegram_report) > 4000:
telegram_report = telegram_report[:4000] + '...'
# Send to each channel
for channel in channels:
try:
ch = str(channel).strip().lower()
if ch == 'browser':
# Browser notification uses HTML report
with get_db_connection() as db:
cur = db.cursor()
cur.execute(
"""
INSERT INTO qd_strategy_notifications
(user_id, strategy_id, symbol, signal_type, channels, title, message, payload_json, created_at)
VALUES (?, NULL, ?, ?, ?, ?, ?, ?, NOW())
""",
(effective_user_id, 'PORTFOLIO', 'ai_monitor', 'browser', title, html_report,
json.dumps(result, ensure_ascii=False, default=str))
)
db.commit()
cur.close()
elif ch == 'telegram':
chat_id = targets.get('telegram', '')
token_override = targets.get('telegram_bot_token', '')
if chat_id:
# Use Telegram-optimized format
notifier._notify_telegram(
chat_id=chat_id,
text=telegram_report,
token_override=token_override,
parse_mode="HTML"
)
elif ch == 'email':
to_email = targets.get('email', '')
if to_email:
# Email uses full HTML report
notifier._notify_email(
to_email=to_email,
subject=title,
body_text=html_report,
body_html=html_report # Send as HTML email
)
elif ch == 'webhook':
url = targets.get('webhook', '')
if url:
notifier._notify_webhook(
url=url,
payload={
'type': 'portfolio_monitor',
'monitor_name': monitor_name,
'result': result,
'html_report': html_report
}
)
except Exception as e:
logger.warning(f"Failed to send notification to {channel}: {e}")
except Exception as e:
logger.error(f"_send_monitor_notification failed: {e}")
def run_single_monitor(
monitor_id: int,
override_language: str = None,
user_id: int = None,
skip_notification: bool = False,
) -> Dict[str, Any]:
"""Run a single monitor and return the result.
Args:
monitor_id: The monitor ID to run
override_language: Optional language override (e.g., 'zh-CN', 'en-US')
user_id: Optional user ID for user isolation
skip_notification: If True, do NOT send a notification (caller will batch-send later)
"""
try:
effective_user_id = user_id if user_id is not None else DEFAULT_USER_ID
with get_db_connection() as db:
cur = db.cursor()
cur.execute(
"""
SELECT id, user_id, name, position_ids, monitor_type, config, notification_config
FROM qd_position_monitors
WHERE id = ? AND user_id = ?
""",
(monitor_id, effective_user_id)
)
row = cur.fetchone()
cur.close()
if not row:
return {'success': False, 'error': 'Monitor not found'}
monitor_user_id = int(row.get('user_id') or effective_user_id)
name = row.get('name') or f'Monitor #{monitor_id}'
position_ids = _safe_json_loads(row.get('position_ids'), [])
monitor_type = row.get('monitor_type') or 'ai'
config = _safe_json_loads(row.get('config'), {})
notification_config = _safe_json_loads(row.get('notification_config'), {})
if override_language:
config['language'] = override_language
interval_minutes = int(
config.get('run_interval_minutes')
or config.get('interval_minutes')
or 60
)
if position_ids:
positions = _get_positions_for_monitor(position_ids, user_id=monitor_user_id)
elif config.get('symbol'):
target_sym = config['symbol'].strip().upper()
target_mkt = (config.get('market') or '').strip()
# Rule 4: symbol deleted from watchlist → skip
still_in_watchlist = False
try:
with get_db_connection() as db:
cur = db.cursor()
wl_sql = "SELECT 1 FROM qd_watchlist WHERE user_id = ? AND UPPER(symbol) = ?"
wl_args: list = [monitor_user_id, target_sym]
if target_mkt:
wl_sql += " AND market = ?"
wl_args.append(target_mkt)
wl_sql += " LIMIT 1"
cur.execute(wl_sql, tuple(wl_args))
still_in_watchlist = cur.fetchone() is not None
cur.close()
except Exception as e:
logger.warning(f"Monitor #{monitor_id} watchlist check failed: {e}")
if not still_in_watchlist:
logger.info(f"Monitor #{monitor_id} skipped: {target_mkt}:{target_sym} removed from watchlist")
return {'success': False, 'error': 'Symbol removed from watchlist'}
# Rules 1&2: match real position if exists, otherwise virtual observation
matched = _get_positions_for_monitor(None, user_id=monitor_user_id)
positions = [
p for p in matched
if (p.get('symbol') or '').strip().upper() == target_sym
and (not target_mkt or (p.get('market') or '').strip() == target_mkt)
]
if not positions:
positions = [{
'market': target_mkt,
'symbol': config['symbol'].strip(),
'name': config.get('name', config['symbol']).strip(),
'side': 'long',
'quantity': 0,
'entry_price': 0,
'current_price': 0,
'pnl': 0,
'pnl_percent': 0,
}]
else:
# Rule 5: no position_ids, no config.symbol → nothing to analyze
positions = []
if not positions:
logger.info(f"Monitor #{monitor_id} skipped: no matching positions found")
return {'success': False, 'error': 'No matching positions found'}
# ── Billing ──
billing = get_billing_service()
symbol_count = len(positions)
per_symbol_cost = billing.get_feature_cost('ai_analysis')
total_cost = per_symbol_cost * symbol_count
if total_cost > 0 and billing.is_billing_enabled():
user_credits = billing.get_user_credits(monitor_user_id)
if user_credits < total_cost:
logger.warning(
f"Monitor #{monitor_id} skipped: insufficient credits "
f"({user_credits} < {total_cost} for {symbol_count} symbols)"
)
return {
'success': False,
'error': f'Insufficient credits: need {total_cost}, have {user_credits}'
}
for i in range(symbol_count):
pos = positions[i]
ok, msg = billing.check_and_consume(
user_id=monitor_user_id,
feature='ai_analysis',
reference_id=f"monitor_{monitor_id}_{pos.get('symbol', '')}"
)
if not ok:
logger.warning(f"Monitor #{monitor_id} billing failed at symbol #{i+1}: {msg}")
break
if monitor_type == 'ai':
result = _run_ai_analysis(positions, config, user_id=monitor_user_id)
else:
result = {'success': False, 'error': f'Unsupported monitor type: {monitor_type}'}
with get_db_connection() as db:
cur = db.cursor()
cur.execute(
"""
UPDATE qd_position_monitors
SET last_run_at = NOW(),
next_run_at = NOW() + INTERVAL '%s minutes',
last_result = ?,
run_count = run_count + 1,
updated_at = NOW()
WHERE id = ?
""",
(interval_minutes, json.dumps(result, ensure_ascii=False, default=str), monitor_id)
)
db.commit()
cur.close()
language = config.get('language', 'en-US')
custom_prompt = config.get('prompt', '')
position_analyses = result.get('position_analyses', [])
deduped_positions = result.get('positions', positions)
# Attach metadata used by batch notification / history
result['_meta'] = {
'monitor_id': monitor_id,
'monitor_name': name,
'user_id': monitor_user_id,
'language': language,
'custom_prompt': custom_prompt,
'notification_config': notification_config,
'positions': deduped_positions,
'position_analyses': position_analyses,
}
if not skip_notification:
_send_monitor_notification(
monitor_name=name,
result=result,
notification_config=notification_config,
positions=deduped_positions,
position_analyses=position_analyses,
language=language,
custom_prompt=custom_prompt,
user_id=monitor_user_id,
)
return result
except Exception as e:
logger.error(f"run_single_monitor failed: {e}")
logger.error(traceback.format_exc())
return {'success': False, 'error': str(e)}
def _check_position_alerts():
"""Check all active alerts and trigger notifications if conditions are met."""
from datetime import datetime, timezone
try:
kline_service = KlineService()
notifier = SignalNotifier()
now = datetime.now(timezone.utc)
with get_db_connection() as db:
cur = db.cursor()
# Get active alerts for all users that haven't been triggered (or can repeat)
cur.execute(
"""
SELECT a.id, a.user_id, a.position_id, a.market, a.symbol, a.alert_type, a.threshold,
a.notification_config, a.is_triggered, a.last_triggered_at, a.repeat_interval,
p.entry_price, p.quantity, p.side, p.name as position_name
FROM qd_position_alerts a
LEFT JOIN qd_manual_positions p ON a.position_id = p.id
WHERE a.is_active = 1
"""
)
alerts = cur.fetchall() or []
cur.close()
for alert in alerts:
try:
alert_id = alert.get('id')
alert_user_id = int(alert.get('user_id') or 1)
alert_type = alert.get('alert_type')
threshold = float(alert.get('threshold') or 0)
market = alert.get('market')
symbol = alert.get('symbol')
is_triggered = bool(alert.get('is_triggered'))
last_triggered_at = alert.get('last_triggered_at') # datetime or None
repeat_interval = int(alert.get('repeat_interval') or 0)
notification_config = _safe_json_loads(alert.get('notification_config'), {})
# Check if we can trigger (not triggered yet, or repeat interval passed)
can_trigger = not is_triggered
if is_triggered and repeat_interval > 0 and last_triggered_at:
# Convert last_triggered_at to timezone-aware if needed
if last_triggered_at.tzinfo is None:
last_triggered_at = last_triggered_at.replace(tzinfo=timezone.utc)
elapsed_seconds = (now - last_triggered_at).total_seconds()
if elapsed_seconds >= repeat_interval:
can_trigger = True
if not can_trigger:
continue
# Get current price (use realtime price API)
current_price = 0
try:
price_data = kline_service.get_realtime_price(market, symbol)
current_price = float(price_data.get('price') or 0)
except Exception:
continue
if current_price <= 0:
continue
triggered = False
alert_message = ""
# Get language from notification_config (saved when alert was created)
alert_language = notification_config.get('language', 'en-US')
if alert_type == 'price_above':
if current_price >= threshold:
triggered = True
alert_message = _get_alert_message(
'price_above', alert_language,
symbol=symbol, current_price=current_price, threshold=threshold
)
elif alert_type == 'price_below':
if current_price <= threshold:
triggered = True
alert_message = _get_alert_message(
'price_below', alert_language,
symbol=symbol, current_price=current_price, threshold=threshold
)
elif alert_type in ('pnl_above', 'pnl_below'):
entry_price = float(alert.get('entry_price') or 0)
quantity = float(alert.get('quantity') or 0)
side = alert.get('side') or 'long'
if entry_price > 0 and quantity > 0:
if side == 'long':
pnl = (current_price - entry_price) * quantity
else:
pnl = (entry_price - current_price) * quantity
pnl_percent = pnl / (entry_price * quantity) * 100
if alert_type == 'pnl_above' and pnl_percent >= threshold:
triggered = True
alert_message = _get_alert_message(
'pnl_above', alert_language,
symbol=symbol, pnl_percent=pnl_percent, threshold=threshold
)
elif alert_type == 'pnl_below' and pnl_percent <= threshold:
triggered = True
alert_message = _get_alert_message(
'pnl_below', alert_language,
symbol=symbol, pnl_percent=pnl_percent, threshold=threshold
)
if triggered:
logger.info(f"Alert #{alert_id} triggered: {alert_message}")
# Update alert status
with get_db_connection() as db:
cur = db.cursor()
cur.execute(
"""
UPDATE qd_position_alerts
SET is_triggered = 1, last_triggered_at = NOW(), trigger_count = trigger_count + 1, updated_at = NOW()
WHERE id = ?
""",
(alert_id,)
)
db.commit()
cur.close()
# Send notification (merge personal center notification configuration, consistent with asset monitoring tasks)
resolved = _resolve_notification_delivery(alert_user_id, notification_config)
channels = resolved.get('channels') or ['browser']
targets = resolved.get('targets', {})
alert_title = _get_alert_title(alert_language)
for channel in channels:
try:
ch = str(channel).strip().lower()
if ch == 'browser':
with get_db_connection() as db:
cur = db.cursor()
cur.execute(
"""
INSERT INTO qd_strategy_notifications
(user_id, strategy_id, symbol, signal_type, channels, title, message, payload_json, created_at)
VALUES (?, NULL, ?, ?, ?, ?, ?, ?, NOW())
""",
(alert_user_id, symbol, 'price_alert', 'browser', alert_title, alert_message,
json.dumps({'alert_id': alert_id, 'alert_type': alert_type}, ensure_ascii=False))
)
db.commit()
cur.close()
elif ch == 'telegram':
chat_id = targets.get('telegram', '')
token_override = targets.get('telegram_bot_token', '')
if chat_id:
notifier._notify_telegram(chat_id=chat_id, text=alert_message, token_override=token_override, parse_mode="HTML")
elif ch == 'email':
to_email = targets.get('email', '')
if to_email:
notifier._notify_email(to_email=to_email, subject=alert_title, body_text=alert_message)
except Exception as e:
logger.warning(f"Failed to send alert notification: {e}")
except Exception as e:
logger.warning(f"Error processing alert: {e}")
except Exception as e:
logger.error(f"_check_position_alerts failed: {e}")
def notify_strategy_signal_for_positions(market: str, symbol: str, signal_type: str, signal_detail: str, user_id: int = None):
"""
Called when a strategy signal is triggered.
Check if user has manual positions in this symbol and send notification.
"""
try:
symbol = (symbol or '').strip().upper()
if not symbol:
return
with get_db_connection() as db:
cur = db.cursor()
# Query positions for all users or specific user
if user_id is not None:
cur.execute(
"""
SELECT id, user_id, market, symbol, name, side, quantity, entry_price, group_name
FROM qd_manual_positions
WHERE user_id = ? AND symbol = ?
""",
(user_id, symbol)
)
else:
cur.execute(
"""
SELECT id, user_id, market, symbol, name, side, quantity, entry_price, group_name
FROM qd_manual_positions
WHERE symbol = ?
""",
(symbol,)
)
positions = cur.fetchall() or []
cur.close()
if not positions:
return
# User has positions in this symbol - send notification
notifier = SignalNotifier()
now = _now_ts()
for pos in positions:
pos_user_id = int(pos.get('user_id') or 1)
pos_name = pos.get('name') or symbol
pos_side = pos.get('side') or 'long'
quantity = float(pos.get('quantity') or 0)
entry_price = float(pos.get('entry_price') or 0)
title = f"🔗Strategy signal linkage: {pos_name}"
message = f"""The strategy emits {signal_type} signal!
Target: {market}/{symbol}
Your position: {pos_side.upper()} {quantity} @ {entry_price:.4f}
Signal details:
{signal_detail}
Please check whether your position needs adjustment. """
# Save browser notification
with get_db_connection() as db:
cur = db.cursor()
cur.execute(
"""
INSERT INTO qd_strategy_notifications
(user_id, strategy_id, symbol, signal_type, channels, title, message, payload_json, created_at)
VALUES (?, NULL, ?, ?, ?, ?, ?, ?, NOW())
""",
(pos_user_id, symbol, 'strategy_linkage', 'browser', title, message,
json.dumps({'signal_type': signal_type}, ensure_ascii=False))
)
db.commit()
cur.close()
logger.info(f"Strategy signal linkage: notified {len(positions)} position(s) for {symbol}")
except Exception as e:
logger.error(f"notify_strategy_signal_for_positions failed: {e}")
def _monitor_loop():
"""Background loop that checks and runs due monitors.
All monitors due in the same cycle are executed first (with skip_notification),
then results are grouped by user_id and sent as one combined notification per user.
"""
logger.info("Portfolio monitor background loop started")
while not _stop_event.is_set():
try:
_check_position_alerts()
with get_db_connection() as db:
cur = db.cursor()
cur.execute(
"""
SELECT id, user_id FROM qd_position_monitors
WHERE is_active = 1 AND next_run_at <= NOW()
ORDER BY next_run_at ASC
LIMIT 20
"""
)
rows = cur.fetchall() or []
cur.close()
# Collect results per user
user_results: Dict[int, List[Dict[str, Any]]] = {}
for row in rows:
if _stop_event.is_set():
break
monitor_id = row.get('id')
monitor_user_id = int(row.get('user_id') or 1)
if not monitor_id:
continue
logger.info(f"Running due monitor #{monitor_id} for user #{monitor_user_id}")
try:
result = run_single_monitor(
monitor_id,
user_id=monitor_user_id,
skip_notification=True,
)
user_results.setdefault(monitor_user_id, []).append(result)
except Exception as e:
logger.error(f"Monitor #{monitor_id} execution failed: {e}")
# Send one combined notification per user
for uid, results in user_results.items():
try:
if len(results) == 1:
meta = results[0].get('_meta', {})
_send_monitor_notification(
monitor_name=meta.get('monitor_name', '?'),
result=results[0],
notification_config=meta.get('notification_config', {}),
positions=meta.get('positions', []),
position_analyses=meta.get('position_analyses', []),
language=meta.get('language', 'en-US'),
custom_prompt=meta.get('custom_prompt', ''),
user_id=uid,
)
else:
_send_batch_notification(uid, results)
except Exception as e:
logger.error(f"Batch notification for user #{uid} failed: {e}")
except Exception as e:
logger.error(f"Monitor loop error: {e}")
_stop_event.wait(30)
logger.info("Portfolio monitor background loop stopped")
def start_monitor_service():
"""Start the background monitor service."""
global _monitor_thread
if _monitor_thread and _monitor_thread.is_alive():
logger.info("Portfolio monitor service already running")
return
_stop_event.clear()
_monitor_thread = threading.Thread(target=_monitor_loop, daemon=True, name="PortfolioMonitor")
_monitor_thread.start()
logger.info("Portfolio monitor service started")
def stop_monitor_service():
"""Stop the background monitor service."""
global _monitor_thread
_stop_event.set()
if _monitor_thread:
_monitor_thread.join(timeout=5)
_monitor_thread = None
logger.info("Portfolio monitor service stopped")