目录重组：web/ scripts/ config/ tests/ 标准化

2026-06-20 12:11:33 +08:00
parent aa0f740381
commit 33df400c01
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+#!/usr/bin/env python3
+"""MoFin Dashboard - 莫荷持仓情报可视化系统"""
+
+import base64
+import json
+import os
+import re
+import uuid
+import urllib.request
+from datetime import datetime
+from pathlib import Path
+
+from flask import Flask, jsonify, send_from_directory, request
+
+# 提示词管理模块
+from prompt_manager.dashboard_views import register_routes
+
+app = Flask(__name__, static_folder="static", static_url_path="")
+
+DATA_DIR = Path(__file__).parent / "data"
+UPLOAD_DIR = Path(__file__).parent / "uploads"
+
+# Hermes Gateway
+GATEWAY = "http://localhost:8642/v1/chat/completions"
+API_KEY = "hermes123"
+
+
+def _load_json(path, default=None):
+    try:
+        with open(path, encoding="utf-8") as f:
+            return json.load(f)
+    except (FileNotFoundError, json.JSONDecodeError):
+        return {} if default is None else default
+
+
+def _save_json(path, data):
+    os.makedirs(os.path.dirname(path), exist_ok=True)
+    with open(path, "w", encoding="utf-8") as f:
+        json.dump(data, f, ensure_ascii=False, indent=2)
+
+
+# ── API 路由 ──────────────────────────────────────────
+
+@app.route("/")
+def index():
+    return send_from_directory(app.static_folder, "index.html")
+
+
+@app.route("/api/portfolio")
+def api_portfolio():
+    """持仓列表"""
+    data = _load_json(DATA_DIR / "portfolio.json")
+    return jsonify(data)
+
+
+@app.route("/api/watchlist")
+def api_watchlist():
+    """自选列表"""
+    data = _load_json(DATA_DIR / "watchlist.json")
+    return jsonify(data)
+
+
+@app.route("/api/overview")
+def api_overview():
+    """概览数据"""
+    portfolio = _load_json(DATA_DIR / "portfolio.json", [])
+    market = _load_json(DATA_DIR / "market.json", {})
+    alerts = _load_json(DATA_DIR / "alerts.json", [])
+
+    total_assets = portfolio.get("total_assets", 0)
+    stock_value = portfolio.get("stock_value", 0)
+    cash = portfolio.get("cash", 0)
+    position_pct = portfolio.get("position_pct", 0)
+    total_pnl = portfolio.get("total_pnl", 0)
+    holdings = portfolio.get("holdings", [])
+
+    top_movers = sorted(
+        [h for h in holdings if abs(h.get("change_pct", 0)) >= 3],
+        key=lambda x: abs(x.get("change_pct", 0)),
+        reverse=True,
+    )[:5]
+
+    return jsonify({
+        "total_assets": total_assets,
+        "stock_value": stock_value,
+        "cash": cash,
+        "position_pct": position_pct,
+        "total_pnl": total_pnl,
+        "top_movers": top_movers,
+        "market": market,
+        "alerts": alerts[:10],
+        "updated_at": portfolio.get("updated_at", ""),
+    })
+
+
+@app.route("/api/reports")
+def api_reports():
+    """历史报告列表"""
+    reports_dir = DATA_DIR / "reports"
+    reports = []
+    if reports_dir.exists():
+        for f in sorted(reports_dir.iterdir(), reverse=True)[:100]:
+            if f.suffix == ".json":
+                data = _load_json(f)
+                reports.append({
+                    "id": f.stem,
+                    "title": data.get("title", f.stem),
+                    "type": data.get("type", "未知"),
+                    "created_at": data.get("created_at", ""),
+                    "summary": data.get("summary", ""),
+                })
+    return jsonify(reports)
+
+
+@app.route("/api/report/<report_id>")
+def api_report(report_id):
+    """单个报告详情"""
+    # Try exact file first
+    path = DATA_DIR / "reports" / f"{report_id}.json"
+    if path.exists():
+        return jsonify(_load_json(path))
+    # Try prefix match
+    reports_dir = DATA_DIR / "reports"
+    if reports_dir.exists():
+        for f in reports_dir.iterdir():
+            if f.stem.startswith(report_id) and f.suffix == ".json":
+                return jsonify(_load_json(f))
+    return jsonify({"error": "report not found"}), 404
+
+
+@app.route("/api/stock/<code>")
+def api_stock(code):
+    """个股详情 + 操作建议历史"""
+    stock_data = _load_json(DATA_DIR / "stocks" / f"{code}.json", {})
+    return jsonify(stock_data)
+
+
+@app.route("/api/market")
+def api_market():
+    """市场观察"""
+    data = _load_json(DATA_DIR / "market.json", {})
+    return jsonify(data)
+
+
+# ── 数据写入API（供 cron/update_data.py 调用） ──────────
+
+@app.route("/api/update/portfolio", methods=["POST"])
+def update_portfolio():
+    data = request.get_json(force=True)
+    _save_json(DATA_DIR / "portfolio.json", data)
+    return jsonify({"status": "ok"})
+
+
+@app.route("/api/update/watchlist", methods=["POST"])
+def update_watchlist():
+    data = request.get_json(force=True)
+    _save_json(DATA_DIR / "watchlist.json", data)
+    return jsonify({"status": "ok"})
+
+
+@app.route("/api/update/report", methods=["POST"])
+def update_report():
+    data = request.get_json(force=True)
+    report_id = data.pop("_id", datetime.now().strftime("%Y%m%d_%H%M%S"))
+    data["created_at"] = data.get("created_at", datetime.now().isoformat())
+    _save_json(DATA_DIR / "reports" / f"{report_id}.json", data)
+    return jsonify({"status": "ok", "id": report_id})
+
+
+@app.route("/api/update/stock/<code>", methods=["POST"])
+def update_stock(code):
+    data = request.get_json(force=True)
+    existing = _load_json(DATA_DIR / "stocks" / f"{code}.json", {})
+    history = existing.get("history", [])
+    if data.get("entry"):
+        history.append({
+            "time": datetime.now().isoformat(),
+            "price": data.get("price"),
+            "recommendation": data.get("recommendation"),
+            "stop_loss": data.get("stop_loss"),
+            "take_profit": data.get("take_profit"),
+            "reason": data.get("reason"),
+        })
+    existing.update(data)
+    existing["history"] = history[-50:]
+    _save_json(DATA_DIR / "stocks" / f"{code}.json", existing)
+    return jsonify({"status": "ok"})
+
+
+@app.route("/api/update/market", methods=["POST"])
+def update_market():
+    data = request.get_json(force=True) or {}
+    _save_json(DATA_DIR / "market.json", data)
+    return jsonify({"status": "ok"})
+
+
+# ── 知微分析结果写入API ──
+@app.route("/api/analysis/batch", methods=["POST"])
+def analysis_batch():
+    """接收知微cron的分析结果，写回持仓/自选JSON的analysis字段"""
+    data = request.get_json(force=True) or {}
+    
+    # 更新持仓
+    if "holdings" in data:
+        pf = _load_json(DATA_DIR / "portfolio.json", {})
+        idx = {h["code"]: i for i, h in enumerate(pf.get("holdings", []))}
+        for item in data["holdings"]:
+            code = item.get("code", "")
+            if code not in idx:
+                continue
+            h = pf["holdings"][idx[code]]
+            h["analysis"] = {
+                "suggestion": item.get("suggestion"),
+                "stop_loss": item.get("stop_loss"),
+                "take_profit": item.get("take_profit"),
+                "buy_zone_low": item.get("buy_zone_low"),
+                "buy_zone_high": item.get("buy_zone_high"),
+                "position_suggested": item.get("position_suggested"),
+                "reason": item.get("reason"),
+                "updated_at": datetime.now().isoformat(),
+            }
+        _save_json(DATA_DIR / "portfolio.json", pf)
+    
+    # 更新自选
+    if "watchlist" in data:
+        wl = _load_json(DATA_DIR / "watchlist.json", {})
+        idx = {s["code"]: i for i, s in enumerate(wl.get("stocks", []))}
+        for item in data["watchlist"]:
+            code = item.get("code", "")
+            if code not in idx:
+                continue
+            s = wl["stocks"][idx[code]]
+            s["analysis"] = {
+                "buy_low": item.get("buy_low"),
+                "buy_high": item.get("buy_high"),
+                "position_recommend": item.get("position_recommend"),
+                "reason": item.get("reason"),
+                "updated_at": datetime.now().isoformat(),
+            }
+        _save_json(DATA_DIR / "watchlist.json", wl)
+    
+    return jsonify({"status": "ok", "updated_at": datetime.now().isoformat()})
+
+
+# ── 操作决策库API ──
+@app.route("/api/decisions", methods=["GET"])
+def get_decisions():
+    """返回决策库数据，统一新旧格式"""
+    raw = _load_json(DATA_DIR / "decisions.json", {"decisions": []})
+    decisions = raw.get("decisions", [])
+    if not decisions and isinstance(raw, list):
+        decisions = raw
+
+    # portfolio 用来判断是持仓还是自选
+    portfolio = _load_json(DATA_DIR / "portfolio.json", {"holdings": []})
+    watchlist = _load_json(DATA_DIR / "watchlist.json", {"stocks": []})
+    holding_codes = {h.get("code","") for h in portfolio.get("holdings",[])}
+    watch_codes = {s.get("code","") for s in watchlist.get("stocks",[])}
+
+    normalized = []
+    for d in decisions:
+        if not isinstance(d, dict):
+            continue
+
+        # 检测新旧格式：新格式有 stop_loss 顶层字段，旧格式有 trigger 对象
+        is_new = "stop_loss" in d and "trigger" not in d
+
+        if is_new:
+            code = d.get("code", "")
+            name = d.get("name", "")
+            price = d.get("price", 0)
+            sl = d.get("stop_loss")
+            tp = d.get("take_profit")
+            el = d.get("entry_low")
+            eh = d.get("entry_high")
+            ts = d.get("tech_snapshot", "")
+
+            # type: 持仓还是自选
+            if code in holding_codes:
+                dtype = "持仓策略"
+            elif code in watch_codes:
+                dtype = "自选策略"
+            else:
+                dtype = "—"
+
+            # 判断 active
+            status_raw = d.get("status", "")
+            status = "active" if status_raw in ("active", "updated", "") else "superseded"
+
+            # trigger 对象
+            entry_zone_str = ""
+            if el and eh:
+                entry_zone_str = f"¥{el}~¥{eh}"
+            elif el:
+                entry_zone_str = f"≥¥{el}"
+
+            trigger = {}
+            if sl:
+                trigger["stop_loss"] = f"¥{sl}" if isinstance(sl, (int,float)) else str(sl)
+            if tp:
+                trigger["take_profit"] = f"¥{tp}" if isinstance(tp, (int,float)) else str(tp)
+            if entry_zone_str:
+                trigger["entry_zone"] = entry_zone_str
+
+            # current
+            current = ""
+            if price:
+                current = f"现价¥{price}" if code and not code.startswith(("0","1")) else f"¥{price}"
+
+            # zone_breach
+            zone_breach = d.get("zone_breach", "")
+
+            # updated_reason
+            note = d.get("note", "")
+            timing = d.get("timing_signal", "")
+            reason_parts = []
+            if note:
+                reason_parts.append(note)
+            if timing and timing != "neutral":
+                reason_parts.append(f"时机:{timing}")
+            if d.get("rr_ratio"):
+                reason_parts.append(f"盈亏比:{d['rr_ratio']}")
+
+            # advice_timeline - 从新格式重建
+            timeline = []
+
+            entry = {
+                "code": code,
+                "name": name,
+                "type": dtype,
+                "status": status,
+                "tag": d.get("tag", ""),
+                "action": d.get("action", ""),
+                "trigger": trigger,
+                "current": current,
+                "zone_breach": zone_breach,
+                "updated_reason": " | ".join(reason_parts) if reason_parts else "",
+                "advice_timeline": timeline,
+                "changelog": d.get("changelog", []),
+                "execution": d.get("execution", {}),
+                "analysis": d.get("analysis", {}),
+                "tech_snapshot": ts,
+                "timestamp": d.get("timestamp", ""),
+                "updated_by": "知微",
+            }
+            # 保留原始数据供前端扩展
+            entry["_raw_action"] = d.get("action", "")
+            normalized.append(entry)
+        else:
+            # 旧格式：已有 trigger 等字段，直接保留
+            entry = dict(d)
+            # 确保 status 正确
+            if entry.get("status") not in ("active", "superseded"):
+                entry["status"] = "active"
+            if not entry.get("type"):
+                code = entry.get("code", "")
+                if code in holding_codes:
+                    entry["type"] = "持仓策略"
+                elif code in watch_codes:
+                    entry["type"] = "自选策略"
+                else:
+                    entry["type"] = "—"
+            normalized.append(entry)
+
+    # 添加 execution 和 analysis 信息，按执行状态排序
+    for n in normalized:
+        code = n.get("code", "")
+        # 从原始数据中找到 execution 和 analysis
+        raw_entry = next((d for d in decisions if isinstance(d, dict) and d.get("code") == code), {})
+        n["execution"] = raw_entry.get("execution", {"status": "none"})
+        n["analysis"] = raw_entry.get("analysis", {})
+
+    # 排序规则：推荐>执行中>观察>无标签
+    def sort_key(x):
+        tag = x.get("tag", "")
+        exec_status = x.get("execution", {}).get("status", "none")
+        # 标签优先级（current_recommend才靠前，active_manual只是记录不升序）
+        tag_order = {"current_recommend": 0}
+        tag_priority = tag_order.get(tag, 50)
+        # 执行状态优先级
+        exec_order = {"partial_exit": 0, "executing": 1, "observing": 2, "none": 99}
+        exec_priority = exec_order.get(exec_status, 99)
+        # 组合：先按标签排，再按执行状态排
+        return (tag_priority, exec_priority, x.get("code", ""))
+
+    normalized.sort(key=sort_key)
+
+    return jsonify({
+        "decisions": normalized,
+        "total": len(normalized),
+        "regenerated_at": raw.get("regenerated_at", ""),
+    })
+
+
+@app.route("/api/decisions/add", methods=["POST"])
+def add_decision():
+    """新增/更新一条决策（新格式）"""
+    data = request.get_json(force=True) or {}
+    code = data.get("code", "")
+    if not code:
+        return jsonify({"status": "error", "message": "code required"}), 400
+
+    d = _load_json(DATA_DIR / "decisions.json", {"decisions": []})
+
+    # 同一股票旧决策标记为superseded
+    for e in d["decisions"]:
+        if e["code"] == code and e.get("status") in ("active", "updated"):
+            e["status"] = "superseded"
+
+    entry = {
+        "code": code,
+        "name": data.get("name", ""),
+        "price": data.get("price", 0),
+        "action": data.get("action", ""),
+        "stop_loss": data.get("stop_loss"),
+        "take_profit": data.get("take_profit"),
+        "entry_low": data.get("entry_low"),
+        "entry_high": data.get("entry_high"),
+        "tech_snapshot": data.get("tech_snapshot", ""),
+        "timing_signal": data.get("timing_signal", ""),
+        "rr_ratio": data.get("rr_ratio"),
+        "tag": data.get("tag", ""),
+        "note": data.get("note", ""),
+        "timestamp": datetime.now().strftime("%Y-%m-%d %H:%M"),
+        "updated_reason": data.get("updated_reason", ""),
+        "status": "updated",
+        "changelog": data.get("changelog", []),
+        "execution": data.get("execution", {"status": "none"}),
+        "analysis": data.get("analysis", {}),
+    }
+    d["decisions"].append(entry)
+    _save_json(DATA_DIR / "decisions.json", d)
+    return jsonify({"status": "ok", "entry": entry})
+
+
+@app.route("/api/decisions/tag", methods=["POST"])
+def set_decision_tag():
+    """设置/清除某只股票的推荐标签"""
+    data = request.get_json(force=True) or {}
+    code = data.get("code", "")
+    tag = data.get("tag", "")  # 'current_recommend', 'active_manual', or '' to clear
+    if not code:
+        return jsonify({"status": "error", "message": "code required"}), 400
+    
+    d = _load_json(DATA_DIR / "decisions.json", {"decisions": []})
+    found = False
+    for e in d.get("decisions", []):
+        if e.get("code") == code:
+            e["tag"] = tag
+            e["tag_updated"] = datetime.now().isoformat()
+            found = True
+            break
+    
+    if not found:
+        return jsonify({"status": "error", "message": f"stock {code} not found"}), 404
+    
+    _save_json(DATA_DIR / "decisions.json", d)
+    return jsonify({"status": "ok", "code": code, "tag": tag})
+
+
+@app.route("/api/decisions/pending")
+def get_pending_decisions():
+    """返回所有有未确认建议的条目"""
+    d = _load_json(DATA_DIR / "decisions.json", {"decisions": []})
+    pending = []
+    for entry in d["decisions"]:
+        timeline = entry.get("advice_timeline", [])
+        unconfirmed = [a for a in timeline if a.get("status") in (None, "pending")]
+        if unconfirmed:
+            pending.append({
+                "code": entry["code"],
+                "name": entry["name"],
+                "current": entry.get("current", ""),
+                "pending_advice": unconfirmed,
+            })
+    return jsonify(pending)
+
+
+@app.route("/api/advice/record", methods=["POST"])
+def record_advice():
+    """记录一条分析建议到 decisions.json 的 advice_timeline"""
+    data = request.get_json(force=True) or {}
+    code = data.get("code", "")
+    if not code:
+        return jsonify({"status": "error", "message": "code required"}), 400
+
+    d = _load_json(DATA_DIR / "decisions.json", {"decisions": []})
+
+    entry = None
+    for e in d["decisions"]:
+        if e["code"] == code and e["status"] == "active":
+            entry = e
+            break
+
+    if not entry:
+        return jsonify({"status": "error", "message": f"no active decision for {code}"}), 404
+
+    timeline = entry.setdefault("advice_timeline", [])
+    advice = {
+        "date": datetime.now().strftime("%Y-%m-%d %H:%M"),
+        "direction": data.get("direction", "持有"),
+        "price": data.get("price", ""),
+        "summary": data.get("summary", ""),
+        "status": "pending",
+    }
+    timeline.append(advice)
+    _save_json(DATA_DIR / "decisions.json", d)
+    return jsonify({"status": "ok", "advice": advice})
+
+
+@app.route("/api/advice/confirm", methods=["POST"])
+def confirm_advice():
+    """确认/忽略一条建议"""
+    data = request.get_json(force=True) or {}
+    code = data.get("code", "")
+    idx = data.get("index", -1)
+    action = data.get("action", "confirmed")  # confirmed | ignored
+
+    d = _load_json(DATA_DIR / "decisions.json", {"decisions": []})
+    for e in d["decisions"]:
+        if e["code"] == code and e["status"] == "active":
+            timeline = e.get("advice_timeline", [])
+            if 0 <= idx < len(timeline):
+                timeline[idx]["status"] = action
+                _save_json(DATA_DIR / "decisions.json", d)
+                return jsonify({"status": "ok"})
+    return jsonify({"status": "error", "message": "not found"}), 404
+
+
+# ── 准确率统计API ──
+@app.route("/api/stats/accuracy")
+def get_accuracy_stats():
+    data = _load_json(DATA_DIR / "accuracy_stats.json", {})
+    return jsonify(data)
+
+
+# ── 策略评估API ──
+@app.route("/api/evaluation")
+def get_evaluation():
+    """返回所有策略的双维度评估结果"""
+    # 主数据源：evaluation.json
+    eval_data = _load_json(DATA_DIR / "evaluation.json", {})
+    strategies = eval_data.get("strategies", [])
+    if strategies:
+        return jsonify(strategies)
+
+    # 备选：从 decisions.json 的 evaluation 字段读取（尚未反写时的兼容）
+    decisions = _load_json(DECISIONS_PATH if 'DECISIONS_PATH' in dir() else DATA_DIR / "decisions.json", {"decisions": []})
+    evals = []
+    for d in decisions.get("decisions", []):
+        e = d.get("evaluation", [])
+        if e:
+            evals.append({
+                "code": d["code"],
+                "name": d["name"],
+                "type": d.get("type", ""),
+                "current": d.get("current", ""),
+                "evaluations": e,
+            })
+    return jsonify(evals)
+
+
+@app.route("/api/evaluation/trigger", methods=["POST"])
+def trigger_evaluation():
+    """手动触发策略评估"""
+    import subprocess
+    try:
+        r = subprocess.run(
+            ["python3", str(DATA_DIR.parent / "strategy_evaluator.py")],
+            capture_output=True, timeout=60, text=True,
+        )
+        return jsonify({"status": "ok", "output": r.stdout, "error": r.stderr})
+    except Exception as e:
+        return jsonify({"status": "error", "message": str(e)}), 500
+
+
+# ── 策略反馈API ──
+@app.route("/api/feedback")
+def get_feedback():
+    data = _load_json(DATA_DIR / "strategy_feedback.json", {})
+    return jsonify(data)
+
+
+# ── 持仓截图上传与解析 ────────────────────────────────
+
+
+@app.route("/upload")
+def upload_page():
+    return send_from_directory(app.static_folder, "upload.html")
+
+
+def _ocr_image(image_path):
+    """用Tesseract OCR提取图片中的文字（预处理优化中文表格识别）"""
+    from PIL import Image, ImageEnhance, ImageFilter
+    import pytesseract
+
+    img = Image.open(image_path)
+
+    # 预处理：放大 + 锐化 + 二值化，提升小字识别率
+    w, h = img.size
+    if w < 2000 or h < 2000:
+        scale = max(2, 2000 // min(w, h))
+        img = img.resize((w * scale, h * scale), Image.LANCZOS)
+
+    # 转灰度
+    img = img.convert("L")
+
+    # 增强对比度
+    enhancer = ImageEnhance.Contrast(img)
+    img = enhancer.enhance(2.0)
+
+    # 锐化
+    img = img.filter(ImageFilter.SHARPEN)
+
+    # 二值化（自适应阈值）
+    threshold = 128
+    img = img.point(lambda x: 255 if x > threshold else 0)
+
+    # OCR：chip_sim+eng，PSM 6（统一文本块）
+    text = pytesseract.image_to_string(
+        img,
+        lang="chi_sim+eng",
+        config="--psm 6 --oem 3",
+    )
+    return text.strip()
+
+
+ANALYZE_PROMPT = """你是股票持仓数据分析助手。以下是用户上传的持仓/自选截图经过OCR提取的文字，请从中提取所有股票信息。
+
+判断这是「持仓截图」还是「自选截图」：
+- 持仓截图：每支股票有"证券数量"（持股数）、成本价、盈亏
+- 自选截图：只有股票列表和价格，没有持股数/成本
+
+股票代码格式：
+- A股：6位数字（如 600519, 000858, 300750）
+- 港股：纯数字代码（如 0700, 3690, 1211），不带HK前缀
+
+⚠️ 重要：截图顶部通常有汇总数据，如总资产、股票市值、可用资金、当日盈亏等。
+如果OCR文字中有这些汇总数字，请一并提取到JSON的summary字段中。
+不要自己计算汇总值，直接从OCR原文中提取。
+
+请严格按照以下JSON格式回复，只输出JSON：
+
+```json
+{
+  "type": "portfolio" 或 "watchlist",
+  "summary": {
+    "total_assets": "总资产数字（可选，从截图中提取）",
+    "stock_value": "股票市值/持仓市值数字（可选，从截图中提取）",
+    "cash": "可用资金/现金数字（可选，从截图中提取）",
+    "day_pnl": "当日盈亏金额（可选，从截图中提取）"
+  },
+  "stocks": [
+    {
+      "code": "股票代码",
+      "name": "股票名称（中文）",
+      "price": "现价（数字）",
+      "shares": "持股数量（数字，持仓截图才有）",
+      "cost": "成本价（数字，持仓截图才有）",
+      "pnl": "盈亏百分比如+15.1%（持仓截图才有）",
+      "position_pct": "仓位占比数字如12.5（可选）"
+    }
+  ]
+}
+```
+
+OCR原文：
+"""
+
+
+@app.route("/api/upload/analyze", methods=["POST"])
+def upload_analyze():
+    """接收图片，OCR提取文字 → LLM解析结构化数据"""
+    if "image" not in request.files:
+        return jsonify({"error": "请上传图片"}), 400
+
+    f = request.files["image"]
+    if not f.filename:
+        return jsonify({"error": "空文件"}), 400
+
+    # 保存到临时目录
+    UPLOAD_DIR.mkdir(parents=True, exist_ok=True)
+    ext = Path(f.filename).suffix or ".png"
+    save_path = UPLOAD_DIR / f"{uuid.uuid4().hex}{ext}"
+    f.save(str(save_path))
+
+    try:
+        # 第一步：OCR提取文字
+        raw_text = _ocr_image(str(save_path))
+        if not raw_text:
+            return jsonify({"error": "OCR未识别到文字，请确认图片清晰"}), 400
+    except Exception as e:
+        os.unlink(str(save_path))
+        return jsonify({"error": f"OCR失败: {e}"}), 500
+
+    # 第二步：LLM解析结构化数据（走文本API，不走视觉）
+    llm_text = _llm_parse(raw_text, ANALYZE_PROMPT)
+
+    os.unlink(str(save_path))
+
+    # 从LLM回复中提取JSON
+    json_match = re.search(r"```(?:json)?\s*({.*?})\s*```", llm_text, re.DOTALL)
+    if json_match:
+        try:
+            parsed = json.loads(json_match.group(1))
+        except json.JSONDecodeError:
+            return jsonify({"error": f"LLM解析JSON失败: {llm_text[:500]}"}), 500
+    else:
+        # 尝试直接找JSON（没被代码块包裹）
+        try:
+            parsed = json.loads(llm_text)
+        except json.JSONDecodeError:
+            return jsonify({"error": f"未提取到结构化数据: {raw_text[:300]}...\n\nLLM回复: {llm_text[:500]}"}), 500
+
+    return jsonify(parsed)
+
+
+def _llm_parse(text, prompt_template):
+    """发送OCR文本到Hermes LLM解析，返回JSON字符串"""
+    payload = json.dumps({
+        "model": "hermes-agent",
+        "messages": [
+            {"role": "system", "content": "你是一个数据提取助手。从OCR文字中提取结构化JSON数据。"},
+            {"role": "user", "content": prompt_template + "\n" + text},
+        ],
+        "max_tokens": 4096,
+    }).encode()
+
+    req = urllib.request.Request(GATEWAY, data=payload, method="POST")
+    req.add_header("Content-Type", "application/json")
+    req.add_header("Authorization", f"Bearer {API_KEY}")
+    req.add_header("X-Hermes-Session-Id", "upload-ocr-parse")
+
+    try:
+        resp = urllib.request.urlopen(req, timeout=120)
+        data = json.loads(resp.read())
+        return data.get("choices", [{}])[0].get("message", {}).get("content", "")
+    except Exception as e:
+        return f"ERROR: {e}"
+
+
+@app.route("/api/upload/confirm", methods=["POST"])
+def upload_confirm():
+    """确认解析结果，更新数据文件"""
+    data = request.get_json(force=True)
+    stocks = data.get("stocks", [])
+    doc_type = data.get("type", "portfolio")
+
+    # 尝试获取实时行情补充数据
+    try:
+        codes = [s["code"] for s in stocks if s.get("code")]
+        if codes:
+            qs = " ".join(
+                f"hk{c}" if len(c) == 5  # 港股5位代码
+                else f"sz{c}" if c.startswith("0") or c.startswith("3")
+                else f"sh{c}" if c.startswith("6")
+                else f"hk{c}"
+                for c in codes
+            )
+            url = f"https://qt.gtimg.cn/q={qs}"
+            req = urllib.request.Request(url, headers={"User-Agent": "Mozilla/5.0"})
+            resp = urllib.request.urlopen(req, timeout=10)
+            qt_text = resp.read().decode("gbk", errors="replace")
+            # map realtime prices
+            for stock in stocks:
+                code = stock.get("code", "")
+                prefix = "hk" if len(code) == 5 else "sz" if code.startswith(("0","3")) else "sh" if code.startswith("6") else "hk"
+                # 腾讯 API 格式: prefix+code="市场~名称~代码~当前价~昨收~今开~成交量~..."
+                m = re.search(rf'{prefix}{code}="([^"]+)"', qt_text)
+                if m:
+                    fields = m.group(1).split('~')
+                    name = fields[1]
+                    price = fields[3]  # 当前价
+                    if not stock.get("price"):
+                        stock["price"] = price
+                    if not stock.get("name"):
+                        stock["name"] = name
+    except:
+        pass  # 行情获取失败不影响主流程
+
+    # 更新对应数据文件
+    if doc_type == "portfolio":
+        existing = _load_json(DATA_DIR / "portfolio.json", {})
+        old_holdings = {h["code"]: h for h in existing.get("holdings", []) if h.get("code")}
+        new_holdings = []
+        for s in stocks:
+            code = s.get("code", "")
+            old = old_holdings.get(code, {})
+            new_shares = int(s["shares"]) if str(s.get("shares", "")).lstrip('-').isdigit() else old.get("shares", 0)
+            old_shares = old.get("shares", 0)
+            # 股数突变检测：旧200→新0是合理卖出，但旧0→新200可能是OCR错读
+            if old_shares > 0 and new_shares == 0 and old_shares != new_shares:
+                print(f"[仓位变动] {code} {s.get('name','')}: {old_shares}→{new_shares} (卖出清仓)")
+            elif abs(new_shares - old_shares) > max(old_shares * 0.5, 100) and old_shares > 0:
+                print(f"[仓位变动] {code} {s.get('name','')}: {old_shares}→{new_shares} (变动较大)")
+            new_holdings.append({
+                "code": code,
+                "name": s.get("name") or old.get("name", ""),
+                "shares": new_shares,
+                "price": float(s.get("price", 0)) or old.get("price", 0),
+                "cost": float(s.get("cost", 0)) if s.get("cost") else old.get("cost", 0),
+                "pnl": s.get("pnl") or old.get("pnl", ""),
+                "position_pct": float(s.get("position_pct", 0)) if s.get("position_pct") else old.get("position_pct", 0),
+                "change_pct": old.get("change_pct", 0),
+            })
+        existing["holdings"] = new_holdings
+
+        # 使用截图中的汇总数据（优先），没有则用旧数据
+        summary = data.get("summary", {})
+        if summary.get("stock_value"):
+            existing["stock_value"] = float(summary["stock_value"])
+        else:
+            existing["stock_value"] = round(
+                sum(h["shares"] * h["price"] for h in existing["holdings"]), 2
+            )
+        if summary.get("cash"):
+            existing["cash"] = float(summary["cash"])
+        if summary.get("total_assets"):
+            existing["total_assets"] = float(summary["total_assets"])
+        else:
+            existing["total_assets"] = existing["stock_value"] + existing.get("cash", 0)
+        if summary.get("day_pnl"):
+            existing["day_pnl"] = float(summary["day_pnl"])
+        existing["updated_at"] = datetime.now().isoformat()
+        # 计算仓位%
+        if existing["total_assets"] > 0:
+            existing["position_pct"] = round(existing["stock_value"] / existing["total_assets"] * 100, 2)
+        _save_json(DATA_DIR / "portfolio.json", existing)
+        msg = f"更新了 {len(stocks)} 只持仓股"
+
+    elif doc_type == "watchlist":
+        existing = _load_json(DATA_DIR / "watchlist.json", {})
+        existing["stocks"] = [
+            {
+                "code": s.get("code", ""),
+                "name": s.get("name", ""),
+                "price": float(s.get("price", 0)) if s.get("price") else 0,
+            }
+            for s in stocks
+        ]
+        existing["updated_at"] = datetime.now().isoformat()
+        _save_json(DATA_DIR / "watchlist.json", existing)
+        msg = f"更新了 {len(stocks)} 只自选股"
+
+    else:
+        return jsonify({"error": f"未知类型: {doc_type}"}), 400
+
+    return jsonify({"status": "ok", "message": msg})
+
+
+# ── TDX中继实时行情接收API ──
+@app.route("/api/update/realtime", methods=["POST"])
+def update_realtime():
+    """接收小小莫中继的实时行情数据"""
+    data = request.get_json(force=True) or {}
+    stocks = data.get("stocks", [])
+    source = data.get("source", "unknown")
+
+    if not stocks:
+        return jsonify({"status": "error", "message": "没有股票数据"}), 400
+
+    # 更新 portfolio.json 中的实时价格（change_pct字段）
+    pf = _load_json(DATA_DIR / "portfolio.json", {"holdings": []})
+    pf_holdings = {h["code"]: h for h in pf.get("holdings", [])}
+
+    updated = 0
+    for s in stocks:
+        code = s.get("code", "")
+        if code in pf_holdings:
+            pf_holdings[code]["price"] = float(s.get("price", pf_holdings[code].get("price", 0)))
+            pf_holdings[code]["change_pct"] = float(s.get("change_pct", 0))
+            pf_holdings[code]["high"] = float(s.get("high", 0))
+            pf_holdings[code]["low"] = float(s.get("low", 0))
+            pf_holdings[code]["open"] = float(s.get("open", 0))
+            pf_holdings[code]["volume"] = int(s.get("volume", 0))
+            pf_holdings[code]["data_source"] = source
+            pf_holdings[code]["updated_at"] = datetime.now().isoformat()
+            updated += 1
+
+    # 也更新 watchlist.json
+    wl = _load_json(DATA_DIR / "watchlist.json", {"stocks": []})
+    wl_stocks = {s["code"]: s for s in wl.get("stocks", [])}
+
+    for s in stocks:
+        code = s.get("code", "")
+        if code in wl_stocks:
+            wl_stocks[code]["price"] = float(s.get("price", wl_stocks[code].get("price", 0)))
+            wl_stocks[code]["change_pct"] = float(s.get("change_pct", 0))
+
+    pf["updated_at"] = datetime.now().isoformat()
+    wl["updated_at"] = datetime.now().isoformat()
+    _save_json(DATA_DIR / "portfolio.json", pf)
+    _save_json(DATA_DIR / "watchlist.json", wl)
+
+    return jsonify({
+        "status": "ok",
+        "updated": updated,
+        "source": source,
+        "timestamp": datetime.now().isoformat(),
+    })
+
+
+# 注册提示词管理路由
+register_routes(app)
+
+
+if __name__ == "__main__":
+    port = int(os.environ.get("PORT", 8899))
+    print(f"🚀 MoFin Dashboard → http://0.0.0.0:{port}")
+    app.run(host="0.0.0.0", port=port, debug=False)
@@ -0,0 +1,247 @@
+<!DOCTYPE html>
+<html lang="zh-CN">
+<head>
+<meta charset="UTF-8">
+<meta name="viewport" content="width=device-width, initial-scale=1.0">
+<title>MoFin - 持仓截图解析</title>
+<style>
+* { margin:0; padding:0; box-sizing:border-box; }
+body { font-family: -apple-system, 'PingFang SC', sans-serif; background: #0f0f1a; color: #e0e0e0; min-height: 100vh; display: flex; justify-content: center; align-items: flex-start; padding: 40px 20px; }
+.container { max-width: 800px; width: 100%; }
+h1 { font-size: 22px; margin-bottom: 8px; color: #00d4ff; }
+.sub { color: #888; font-size: 13px; margin-bottom: 30px; }
+.upload-box { border: 2px dashed #333; border-radius: 12px; padding: 40px; text-align: center; cursor: pointer; transition: all .3s; background: #1a1a2e; }
+.upload-box:hover { border-color: #00d4ff; background: #1e1e35; }
+.upload-box.dragover { border-color: #00d4ff; background: #1a1a3e; }
+.upload-box .icon { font-size: 48px; margin-bottom: 12px; }
+.upload-box .hint { color: #888; font-size: 13px; margin-top: 8px; }
+input[type=file] { display: none; }
+#preview { display: none; max-width: 100%; max-height: 400px; margin: 15px auto; border-radius: 8px; }
+#loading { display: none; text-align: center; padding: 20px; }
+#loading .spinner { width: 40px; height: 40px; border: 3px solid #333; border-top-color: #00d4ff; border-radius: 50%; animation: spin .8s linear infinite; margin: 0 auto 12px; }
+@keyframes spin { to { transform: rotate(360deg); } }
+#result { display: none; margin-top: 24px; }
+.result-box { background: #1a1a2e; border-radius: 12px; padding: 20px; }
+.result-box h3 { color: #00d4ff; font-size: 16px; margin-bottom: 15px; }
+.result-box .type-badge { display: inline-block; padding: 2px 10px; border-radius: 4px; font-size: 12px; margin-bottom: 15px; }
+.badge-portfolio { background: #1a3a3a; color: #00ff88; }
+.badge-watchlist { background: #3a2a1a; color: #ffaa00; }
+table { width: 100%; border-collapse: collapse; font-size: 13px; }
+th, td { padding: 8px 10px; text-align: left; border-bottom: 1px solid #222; }
+th { color: #888; font-weight: 500; white-space: nowrap; }
+tr:hover td { background: #222; }
+.actions { margin-top: 20px; display: flex; gap: 10px; }
+.btn { padding: 10px 24px; border: none; border-radius: 8px; font-size: 14px; cursor: pointer; transition: all .2s; }
+.btn-primary { background: #00d4ff; color: #000; }
+.btn-primary:hover { background: #00b8e0; }
+.btn-secondary { background: #333; color: #e0e0e0; }
+.btn-secondary:hover { background: #444; }
+.btn-danger { background: #d63031; color: #fff; }
+.btn-danger:hover { background: #b22020; }
+#error { display: none; background: #2a1a1a; border: 1px solid #d63031; border-radius: 8px; padding: 15px; margin-top: 15px; color: #ff6b6b; font-size: 14px; }
+</style>
+</head>
+<body>
+<div class="container">
+  <h1><a href="/" style="text-decoration:none;color:#00d4ff">📸 持仓截图解析</a></h1>
+  <p class="sub"><a href="/" style="color:#666;text-decoration:none">← 返回仪表盘</a> · 上传持仓截图或自选截图，知微自动识别并更新数据</p>
+
+  <div class="upload-box" id="dropZone" onclick="document.getElementById('fileInput').click()">
+    <div class="icon">📤</div>
+    <div>点击上传、拖拽图片、或 Ctrl+V 粘贴</div>
+    <div class="hint">支持 PNG / JPG / JPEG，建议清晰截图</div>
+  </div>
+  <input type="file" id="fileInput" accept="image/png,image/jpeg,image/jpg">
+
+  <img id="preview">
+
+  <div id="loading">
+    <div class="spinner"></div>
+    <div>🔍 知微正在分析图片...</div>
+  </div>
+
+  <div id="error"></div>
+
+  <div id="result">
+    <div class="result-box">
+      <span class="type-badge" id="typeBadge">持仓</span>
+      <h3 id="resultTitle"></h3>
+      <div id="summaryBox"></div>
+      <div id="resultTable"></div>
+      <div class="actions">
+        <button class="btn btn-primary" onclick="confirmUpdate()">✅ 确认更新</button>
+        <button class="btn btn-secondary" onclick="resetPage()">🔄 重新上传</button>
+      </div>
+    </div>
+  </div>
+
+  <div id="success" style="display:none">
+    <div class="result-box" style="text-align:center;padding:30px">
+      <div style="font-size:48px;margin-bottom:12px">✅</div>
+      <h3 style="color:#00ff88">数据已更新</h3>
+      <p id="successMsg" style="color:#888;margin:8px 0"></p>
+      <button class="btn btn-primary" onclick="resetPage()" style="margin-top:15px">📸 上传下一张</button>
+      <a href="/" class="btn btn-secondary" style="display:inline-block;margin-top:10px;text-decoration:none">📊 返回仪表盘</a>
+    </div>
+  </div>
+</div>
+
+<script>
+const dropZone = document.getElementById('dropZone');
+const fileInput = document.getElementById('fileInput');
+const preview = document.getElementById('preview');
+const loading = document.getElementById('loading');
+const result = document.getElementById('result');
+const success = document.getElementById('success');
+const error = document.getElementById('error');
+let lastResult = null;
+
+// Drag & drop
+dropZone.addEventListener('dragover', e => { e.preventDefault(); dropZone.classList.add('dragover'); });
+dropZone.addEventListener('dragleave', () => dropZone.classList.remove('dragover'));
+dropZone.addEventListener('drop', e => { e.preventDefault(); dropZone.classList.remove('dragover'); handleFile(e.dataTransfer.files[0]); });
+
+// Paste support (截图后直接Ctrl+V)
+document.addEventListener('paste', e => {
+  const items = e.clipboardData?.items;
+  if (!items) return;
+  for (const item of items) {
+    if (item.type.startsWith('image/')) {
+      e.preventDefault();
+      const blob = item.getAsFile();
+      if (blob) handleFile(blob);
+      break;
+    }
+  }
+});
+
+fileInput.addEventListener('change', e => handleFile(e.target.files[0]));
+
+function handleFile(file) {
+  if (!file) return;
+  if (!file.type.startsWith('image/')) { showError('请上传图片文件'); return; }
+  if (file.size > 10 * 1024 * 1024) { showError('图片太大，请小于10MB'); return; }
+
+  // Show preview
+  const reader = new FileReader();
+  reader.onload = e => {
+    preview.src = e.target.result;
+    preview.style.display = 'block';
+    dropZone.style.display = 'none';
+  };
+  reader.readAsDataURL(file);
+
+  // Upload
+  loading.style.display = 'block';
+  error.style.display = 'none';
+  result.style.display = 'none';
+
+  const form = new FormData();
+  form.append('image', file);
+
+  fetch('/api/upload/analyze', { method: 'POST', body: form })
+    .then(r => r.json())
+    .then(data => {
+      loading.style.display = 'none';
+      if (data.error) { showError(data.error); return; }
+      lastResult = data;
+      showResult(data);
+    })
+    .catch(err => {
+      loading.style.display = 'none';
+      showError('上传失败: ' + err.message);
+    });
+}
+
+// 格式化数字
+function formatNum(n) {
+  if (!n) return '-';
+  const num = parseFloat(n);
+  if (isNaN(num)) return n;
+  return num.toLocaleString('zh-CN', {minimumFractionDigits: 2, maximumFractionDigits: 2});
+}
+
+function showResult(data) {
+  result.style.display = 'block';
+  const badge = document.getElementById('typeBadge');
+  const title = document.getElementById('resultTitle');
+  const table = document.getElementById('resultTable');
+  const summaryBox = document.getElementById('summaryBox');
+
+  const isPortfolio = data.type === 'portfolio';
+  badge.className = 'type-badge ' + (isPortfolio ? 'badge-portfolio' : 'badge-watchlist');
+  badge.textContent = isPortfolio ? '📊 持仓截图' : '⭐ 自选截图';
+  title.textContent = `解析出 ${data.stocks.length} 只股票`;
+
+  // 显示汇总数据
+  const s = data.summary || {};
+  let sumHtml = '';
+  if (isPortfolio && (s.total_assets || s.stock_value || s.cash || s.day_pnl)) {
+    sumHtml = '<div style="display:flex;flex-wrap:wrap;gap:12px;margin-bottom:15px;padding:12px;background:#151525;border-radius:8px">';
+    if (s.total_assets) sumHtml += `<div style="flex:1;min-width:120px"><div style="color:#888;font-size:12px">总资产</div><div style="font-size:18px;font-weight:600;color:#00d4ff">${formatNum(s.total_assets)}</div></div>`;
+    if (s.stock_value) sumHtml += `<div style="flex:1;min-width:120px"><div style="color:#888;font-size:12px">股票市值</div><div style="font-size:18px;font-weight:600;color:#e0e0e0">${formatNum(s.stock_value)}</div></div>`;
+    if (s.cash) sumHtml += `<div style="flex:1;min-width:120px"><div style="color:#888;font-size:12px">可用资金</div><div style="font-size:18px;font-weight:600;color:#e0e0e0">${formatNum(s.cash)}</div></div>`;
+    if (s.day_pnl) sumHtml += `<div style="flex:1;min-width:120px"><div style="color:#888;font-size:12px">当日盈亏</div><div style="font-size:18px;font-weight:600;color:${(s.day_pnl||'').includes('-')?'#ff6b6b':'#00ff88'}">${formatNum(s.day_pnl)}</div></div>`;
+    sumHtml += '</div>';
+  } else if (isPortfolio) {
+    sumHtml = '<div style="padding:12px;margin-bottom:15px;background:#151525;border-radius:8px;color:#888;font-size:13px">⚠️ 未识别到总资产/现金等汇总数据，确认更新后将保留原有数据</div>';
+  }
+  summaryBox.innerHTML = sumHtml;
+
+  let html = '<table><thead><tr><th>代码</th><th>名称</th><th>数量</th><th>现价</th><th>成本</th><th>盈亏</th><th>仓位%</th></tr></thead><tbody>';
+  data.stocks.forEach(s => {
+    html += `<tr>
+      <td>${s.code || '-'}</td>
+      <td>${s.name || '-'}</td>
+      <td>${s.shares || '-'}</td>
+      <td>${s.price || '-'}</td>
+      <td>${s.cost || '-'}</td>
+      <td style="color:${(s.pnl||'').includes('+')?'#00ff88':'#ff6b6b'}">${s.pnl || '-'}</td>
+      <td>${s.position_pct || '-'}</td>
+    </tr>`;
+  });
+  html += '</tbody></table>';
+  table.innerHTML = html;
+}
+
+function confirmUpdate() {
+  if (!lastResult) return;
+  loading.style.display = 'block';
+  fetch('/api/upload/confirm', {
+    method: 'POST',
+    headers: { 'Content-Type': 'application/json' },
+    body: JSON.stringify(lastResult)
+  })
+  .then(r => r.json())
+  .then(data => {
+    loading.style.display = 'none';
+    if (data.error) { showError(data.error); return; }
+    result.style.display = 'none';
+    document.getElementById('successMsg').textContent = data.message;
+    success.style.display = 'block';
+  })
+  .catch(err => {
+    loading.style.display = 'none';
+    showError('更新失败: ' + err.message);
+  });
+}
+
+function showError(msg) {
+  error.textContent = msg;
+  error.style.display = 'block';
+}
+
+function resetPage() {
+  preview.style.display = 'none';
+  dropZone.style.display = 'block';
+  result.style.display = 'none';
+  success.style.display = 'none';
+  error.style.display = 'none';
+  loading.style.display = 'none';
+  lastResult = null;
+  fileInput.value = '';
+  preview.src = '';
+}
+</script>
+</body>
+</html>