tick-stock-panel/backend/app/api/lots.py

"""批次登记 API — 薄"批次"页 (持仓提醒), 只做胶水, 不含会计语义。

映射/校验/持久化在 strategy.lots 域; 写完派生规则后复用 monitor_rules 的 _sync_engine 同步引擎。
"""
from __future__ import annotations

import secrets
import threading
import time
from pathlib import Path

from fastapi import APIRouter, HTTPException, Request
from pydantic import BaseModel

from app.strategy import lots as lots_domain
from app.strategy import monitor_rules

router = APIRouter(prefix="/api/lots", tags=["lots"])

# 批次 + 派生规则 + 引擎重载的跨请求互斥; 规则全部校验通过才落盘, 避免半成品 (镜像 watchlist 服务层)。
_write_lock = threading.Lock()


def _data_dir(request: Request) -> Path:
    return request.app.state.repo.store.data_dir


def _resolve_asset_type(request: Request, symbol: str) -> str:
    """按 symbol 解析资产类型 (stock/etf); 解析失败默认 stock (fail-safe)。"""
    repo = getattr(request.app.state, "repo", None)
    try:
        return repo.resolve_asset_type(symbol) if repo is not None else "stock"
    except Exception:
        return "stock"


class LotModel(BaseModel):
    id: str | None = None
    symbol: str
    qty: float = 0
    cost_price: float = 0
    buy_date: str | None = None
    target_pct: float = 0
    stop_pct: float = 0
    remind_date: str | None = None
    lead_days: int = 1


def _reload_engine(request: Request) -> None:
    """批次规则保存/删除后重载引擎 — 复用监控规则 API 的共享重载 (含指数纠正)。"""
    from app.api.monitor_rules import _sync_engine

    _sync_engine(request)


def sync_lot(request: Request, lot: dict) -> None:
    """写批次文件 + 同步其两条派生监控规则 + 重载引擎。

    派生规则继承用户默认推送渠道 (webhook_default_channels), 否则批次告警会静默只走应用内。
    """
    from app.services import preferences

    data_dir = _data_dir(request)
    with _write_lock:
        default_channels = preferences.get_webhook_default_channels()
        # ETF/指数等资产类型解析 (止盈止损价格规则须走对应资产监控轮才会触发)
        asset_type = _resolve_asset_type(request, lot["symbol"])
        price_rule, date_rule = lots_domain.lot_to_rules(lot)
        rules_to_write: list[dict] = []
        rules_to_delete: list[str] = []
        for rid, rule in ((f"{lot['id']}_p", price_rule), (f"{lot['id']}_d", date_rule)):
            if rule is None:
                rules_to_delete.append(rid)
                continue
            rule["asset_type"] = asset_type
            rule.setdefault("webhook_channels", list(default_channels))
            # 保留旧 created_at, 避免编辑批次后派生规则在监控中心列表跳位
            existing = monitor_rules.load_one(data_dir, rid)
            if existing and existing.get("created_at"):
                rule["created_at"] = existing["created_at"]
            try:
                monitor_rules.validate(rule)
            except ValueError as e:
                raise HTTPException(status_code=400, detail=str(e)) from e
            rules_to_write.append(monitor_rules.normalize(rule))
        lots_domain.save_one(data_dir, lot)
        for rid in rules_to_delete:
            monitor_rules.delete_one(data_dir, rid)
        for rule in rules_to_write:
            monitor_rules.save_one(data_dir, rule)
    _reload_engine(request)


@router.get("")
def list_lots(request: Request):
    return {"lots": lots_domain.load_all(_data_dir(request))}


@router.post("")
def upsert_lot(lot_in: LotModel, request: Request):
    """新建/更新一个批次。id 缺省时服务端生成 (紧凑, 保证 {id}_p/_d 规则 id ≤ 40 字符)。"""
    lot = lot_in.model_dump()
    if not lot.get("id"):
        lot["id"] = f"lot_{int(time.time() * 1000):x}_{secrets.token_hex(2)}"
    try:
        lots_domain.validate_lot(lot)
    except ValueError as e:
        raise HTTPException(status_code=400, detail=str(e)) from e
    lot = lots_domain.normalize_lot(lot)
    sync_lot(request, lot)
    return {"ok": True, "lot": lot}


@router.delete("/{lot_id}")
def delete_lot(lot_id: str, request: Request):
    if not monitor_rules.ID_RE.match(lot_id):
        raise HTTPException(status_code=400, detail="批次 id 非法")
    data_dir = _data_dir(request)
    with _write_lock:
        deleted = lots_domain.delete_one(data_dir, lot_id)
        # 两条派生规则都要删 (用 or 会短路跳过第二条)
        deleted_p = monitor_rules.delete_one(data_dir, f"{lot_id}_p")
        deleted_d = monitor_rules.delete_one(data_dir, f"{lot_id}_d")
    if deleted or deleted_p or deleted_d:
        _reload_engine(request)
    return {"ok": True}