新增平仓汇总页面，按期货/期权/双买分类统计盈亏和胜率

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>

ft-app/app/main.py

@@ -7,7 +7,7 @@ from starlette.middleware.base import BaseHTTPMiddleware
 from app.database import engine, Base, SessionLocal
 from app.models import User
 from app.seed import seed
-from app.routers import contracts, admin, auth, positions, trades, option_trades, dual_options
+from app.routers import contracts, admin, auth, positions, trades, option_trades, dual_options, summary
 
 TEMPLATES_DIR = Path(__file__).parent / "templates"
 
@@ -60,6 +60,7 @@ app.include_router(positions.router)
 app.include_router(trades.router)
 app.include_router(option_trades.router)
 app.include_router(dual_options.router)
+app.include_router(summary.router)
 
 
 @app.get("/")

ft-app/app/routers/summary.py

@@ -0,0 +1,88 @@
+from fastapi import APIRouter, Depends, Request
+from fastapi.responses import HTMLResponse
+from sqlalchemy.orm import Session
+from app.database import get_db
+from app.models import Trade, OptionTrade, DualOptionTrade
+
+router = APIRouter(prefix="/summary", tags=["summary"])
+
+WEEKDAYS = ["周一", "周二", "周三", "周四", "周五", "周六", "周日"]
+
+
+def _stats(records, pnl_fn=None) -> dict:
+    """Compute summary stats for a list of closed trade records."""
+    if pnl_fn is None:
+        pnl_fn = lambda r: r.pnl
+    total = len(records)
+    total_pnl = sum(pnl_fn(r) or 0 for r in records)
+    wins = sum(1 for r in records if (pnl_fn(r) or 0) > 0)
+    open_fee = sum((r.open_fee or 0) for r in records)
+    close_fee = sum((r.close_fee or 0) for r in records)
+    total_fee = open_fee + close_fee
+
+    # For dual options, also include call/put specific fees
+    if records and hasattr(records[0], 'call_open_fee'):
+        open_fee = sum((r.call_open_fee or 0) + (r.put_open_fee or 0) for r in records)
+        close_fee = sum((r.call_close_fee or 0) + (r.put_close_fee or 0) for r in records)
+        total_fee = open_fee + close_fee
+
+    return {
+        "count": total,
+        "pnl": total_pnl,
+        "wins": wins,
+        "win_rate": round(wins / total * 100, 1) if total > 0 else 0,
+        "open_fee": open_fee,
+        "close_fee": close_fee,
+        "total_fee": total_fee,
+    }
+
+
+@router.get("/", response_class=HTMLResponse)
+def summary_page(request: Request, db: Session = Depends(get_db)):
+    # Futures
+    future_trades = (
+        db.query(Trade).filter(Trade.status == "closed")
+        .order_by(Trade.close_date.desc()).all()
+    )
+    future_stats = _stats(future_trades)
+
+    # Options
+    option_trades = (
+        db.query(OptionTrade).filter(OptionTrade.status == "closed")
+        .order_by(OptionTrade.close_date.desc()).all()
+    )
+    option_stats = _stats(option_trades)
+
+    # Dual options
+    dual_trades = (
+        db.query(DualOptionTrade).filter(DualOptionTrade.status == "closed")
+        .order_by(DualOptionTrade.close_date.desc()).all()
+    )
+    dual_stats = _stats(dual_trades)
+
+    # Aggregate
+    total_count = future_stats["count"] + option_stats["count"] + dual_stats["count"]
+    total_pnl = future_stats["pnl"] + option_stats["pnl"] + dual_stats["pnl"]
+    total_wins = future_stats["wins"] + option_stats["wins"] + dual_stats["wins"]
+    total_win_rate = round(total_wins / total_count * 100, 1) if total_count > 0 else 0
+    total_fee = future_stats["total_fee"] + option_stats["total_fee"] + dual_stats["total_fee"]
+
+    template = request.app.state.templates.get_template("summary.html")
+    return HTMLResponse(
+        template.render(
+            request=request,
+            active_nav="summary",
+            total_count=total_count,
+            total_pnl=total_pnl,
+            total_wins=total_wins,
+            total_win_rate=total_win_rate,
+            total_fee=total_fee,
+            future_stats=future_stats,
+            future_trades=future_trades,
+            option_stats=option_stats,
+            option_trades=option_trades,
+            dual_stats=dual_stats,
+            dual_trades=dual_trades,
+            weekdays=WEEKDAYS,
+        )
+    )

ft-app/app/templates/base.html

@@ -215,6 +215,9 @@
     <a href="/dual-options/" class="{% if active_nav == 'dual_options' %}active{% endif %}">
       <span class="icon">🎯</span> 期权双买
     </a>
+    <a href="/summary/" class="{% if active_nav == 'summary' %}active{% endif %}">
+      <span class="icon">📋</span> 平仓汇总
+    </a>
     <a href="/admin/" class="{% if active_nav == 'admin' %}active{% endif %}">
       <span class="icon">⚙️</span> 系统管理
     </a>

ft-app/app/templates/summary.html

@@ -0,0 +1,212 @@
+{% extends "base.html" %}
+{% block title %}平仓汇总{% endblock %}
+{% block heading %}平仓汇总{% endblock %}
+{% block breadcrumb %}全部已平仓统计{% endblock %}
+{% block content %}
+
+<style>
+  .stat-grid { display: grid; grid-template-columns: repeat(auto-fill, minmax(180px, 1fr)); gap: 14px; margin-bottom: 28px; }
+  .stat-card {
+    background: var(--surface); border: 1px solid var(--border);
+    border-radius: 10px; padding: 18px 20px; text-align: center;
+  }
+  .stat-card .label { font-size: 0.75rem; color: var(--sub); margin-bottom: 6px; text-transform: uppercase; letter-spacing: 0.04em; }
+  .stat-card .value { font-size: 1.4rem; font-weight: 700; }
+  .tabs { display: flex; gap: 0; margin-bottom: 24px; border-bottom: 2px solid var(--border); }
+  .tab-btn {
+    padding: 10px 20px; border: none; background: none;
+    font-size: 0.88rem; font-weight: 500; color: var(--sub);
+    cursor: pointer; text-decoration: none; border-bottom: 2px solid transparent;
+    margin-bottom: -2px; transition: color .12s, border-color .12s;
+  }
+  .tab-btn:hover { color: var(--fg); }
+  .tab-btn.active { color: var(--accent); border-bottom-color: var(--accent); font-weight: 600; }
+  .tab-panel { display: none; }
+  .tab-panel.active { display: block; }
+  .sub-stat { display: flex; gap: 18px; margin-bottom: 20px; flex-wrap: wrap; }
+  .sub-stat span { font-size: 0.82rem; color: var(--sub); }
+  .sub-stat b { color: var(--fg); }
+</style>
+
+{% set view = request.query_params.get('view', '') %}
+
+{# ── 总览卡片 ── #}
+<div class="stat-grid">
+  <div class="stat-card">
+    <div class="label">总平仓笔数</div>
+    <div class="value">{{ total_count }}</div>
+  </div>
+  <div class="stat-card">
+    <div class="label">总盈亏</div>
+    <div class="value" style="{% if total_pnl > 0 %}color:var(--success-fg);{% elif total_pnl < 0 %}color:var(--danger-fg);{% endif %}">
+      {% if total_pnl > 0 %}+{% endif %}{{ "%.0f"|format(total_pnl) }}
+    </div>
+  </div>
+  <div class="stat-card">
+    <div class="label">总手续费</div>
+    <div class="value">{{ "%.0f"|format(total_fee) }}</div>
+  </div>
+  <div class="stat-card">
+    <div class="label">总胜率</div>
+    <div class="value" style="{% if total_win_rate >= 50 %}color:var(--success-fg);{% else %}color:var(--danger-fg);{% endif %}">
+      {{ total_win_rate }}%
+    </div>
+  </div>
+  <div class="stat-card">
+    <div class="label">净盈亏</div>
+    <div class="value" style="{% if total_pnl - total_fee > 0 %}color:var(--success-fg);{% elif total_pnl - total_fee < 0 %}color:var(--danger-fg);{% endif %}">
+      {% set net = total_pnl - total_fee %}
+      {% if net > 0 %}+{% endif %}{{ "%.0f"|format(net) }}
+    </div>
+  </div>
+</div>
+
+{# ── 按类型分拆 ── #}
+<div class="tabs">
+  <a href="/summary/?view=futures" class="tab-btn{% if view != 'options' and view != 'dual' %} active{% endif %}">📝 期货</a>
+  <a href="/summary/?view=options" class="tab-btn{% if view == 'options' %} active{% endif %}">📊 期权</a>
+  <a href="/summary/?view=dual" class="tab-btn{% if view == 'dual' %} active{% endif %}">🎯 双买</a>
+</div>
+
+{# ═══════════ 期货 ═══════════ #}
+<div class="tab-panel{% if view != 'options' and view != 'dual' %} active{% endif %}">
+  <div class="sub-stat">
+    <span>笔数 <b>{{ future_stats.count }}</b></span>
+    <span>盈亏 <b style="{% if future_stats.pnl > 0 %}color:var(--success-fg);{% elif future_stats.pnl < 0 %}color:var(--danger-fg);{% endif %}">{% if future_stats.pnl > 0 %}+{% endif %}{{ "%.0f"|format(future_stats.pnl) }}</b></span>
+    <span>手续费 <b>{{ "%.0f"|format(future_stats.total_fee) }}</b></span>
+    <span>胜率 <b style="{% if future_stats.win_rate >= 50 %}color:var(--success-fg);{% else %}color:var(--danger-fg);{% endif %}">{{ future_stats.win_rate }}%</b></span>
+  </div>
+
+  {% if future_trades %}
+  <div class="table-wrap">
+  <table>
+    <tr><th>品种</th><th>合约</th><th>方向</th><th>开仓日</th><th>平仓日</th><th>持仓</th><th>开仓价</th><th>平仓价</th><th>盈亏</th></tr>
+    {% for t in future_trades %}
+    <tr>
+      <td>{{ t.product_code }}</td>
+      <td><strong>{{ t.contract_code.replace(t.product_code, '', 1) if t.contract_code.startswith(t.product_code) else t.contract_code }}</strong></td>
+      <td>
+        {% if t.direction == 'long' %}
+        <span class="badge badge-up">多</span>
+        {% else %}
+        <span class="badge badge-down">空</span>
+        {% endif %}
+      </td>
+      <td style="font-size:0.8rem;">{{ t.open_date }} {{ weekdays[t.open_date.weekday()] }}</td>
+      <td style="font-size:0.8rem;">{{ t.close_date }} {{ weekdays[t.close_date.weekday()] }}</td>
+      <td>{{ (t.close_date - t.open_date).days }}天</td>
+      <td>{{ t.open_price }}</td>
+      <td>{{ t.close_price }}</td>
+      <td>
+        {% set p = t.pnl %}
+        {% if p is not none %}
+        <span style="font-weight:700;{% if p > 0 %}color:var(--success-fg);{% elif p < 0 %}color:var(--danger-fg);{% endif %}">
+          {% if p > 0 %}+{% endif %}{{ p }}
+        </span>
+        {% endif %}
+      </td>
+    </tr>
+    {% endfor %}
+  </table>
+  </div>
+  {% else %}
+  <div style="text-align:center;padding:40px;color:var(--sub);">暂无已平仓记录</div>
+  {% endif %}
+</div>
+
+{# ═══════════ 期权 ═══════════ #}
+<div class="tab-panel{% if view == 'options' %} active{% endif %}">
+  <div class="sub-stat">
+    <span>笔数 <b>{{ option_stats.count }}</b></span>
+    <span>盈亏 <b style="{% if option_stats.pnl > 0 %}color:var(--success-fg);{% elif option_stats.pnl < 0 %}color:var(--danger-fg);{% endif %}">{% if option_stats.pnl > 0 %}+{% endif %}{{ "%.0f"|format(option_stats.pnl) }}</b></span>
+    <span>手续费 <b>{{ "%.0f"|format(option_stats.total_fee) }}</b></span>
+    <span>胜率 <b style="{% if option_stats.win_rate >= 50 %}color:var(--success-fg);{% else %}color:var(--danger-fg);{% endif %}">{{ option_stats.win_rate }}%</b></span>
+  </div>
+
+  {% if option_trades %}
+  <div class="table-wrap">
+  <table>
+    <tr><th>品种</th><th>合约</th><th>类型</th><th>买卖</th><th>行权价</th><th>开仓日</th><th>平仓日</th><th>持仓</th><th>开仓价</th><th>平仓价</th><th>盈亏</th></tr>
+    {% for t in option_trades %}
+    <tr>
+      <td>{{ t.product_code }}</td>
+      <td><strong>{{ t.contract_code.replace(t.product_code, '', 1) if t.contract_code.startswith(t.product_code) else t.contract_code }}</strong></td>
+      <td>
+        {% if t.option_type == 'C' %}
+        <span class="badge badge-up">C</span>
+        {% else %}
+        <span class="badge badge-down">P</span>
+        {% endif %}
+      </td>
+      <td>
+        {% if t.direction == 'buy' %}
+        <span class="badge badge-up">买</span>
+        {% else %}
+        <span class="badge badge-down">卖</span>
+        {% endif %}
+      </td>
+      <td>{{ t.strike_price }}</td>
+      <td style="font-size:0.8rem;">{{ t.open_date }} {{ weekdays[t.open_date.weekday()] }}</td>
+      <td style="font-size:0.8rem;">{{ t.close_date }} {{ weekdays[t.close_date.weekday()] }}</td>
+      <td>{{ (t.close_date - t.open_date).days }}天</td>
+      <td>{{ t.open_price }}</td>
+      <td>{{ t.close_price }}</td>
+      <td>
+        {% set p = t.pnl %}
+        {% if p is not none %}
+        <span style="font-weight:700;{% if p > 0 %}color:var(--success-fg);{% elif p < 0 %}color:var(--danger-fg);{% endif %}">
+          {% if p > 0 %}+{% endif %}{{ p }}
+        </span>
+        {% endif %}
+      </td>
+    </tr>
+    {% endfor %}
+  </table>
+  </div>
+  {% else %}
+  <div style="text-align:center;padding:40px;color:var(--sub);">暂无已平仓记录</div>
+  {% endif %}
+</div>
+
+{# ═══════════ 双买 ═══════════ #}
+<div class="tab-panel{% if view == 'dual' %} active{% endif %}">
+  <div class="sub-stat">
+    <span>笔数 <b>{{ dual_stats.count }}</b></span>
+    <span>盈亏 <b style="{% if dual_stats.pnl > 0 %}color:var(--success-fg);{% elif dual_stats.pnl < 0 %}color:var(--danger-fg);{% endif %}">{% if dual_stats.pnl > 0 %}+{% endif %}{{ "%.0f"|format(dual_stats.pnl) }}</b></span>
+    <span>手续费 <b>{{ "%.0f"|format(dual_stats.total_fee) }}</b></span>
+    <span>胜率 <b style="{% if dual_stats.win_rate >= 50 %}color:var(--success-fg);{% else %}color:var(--danger-fg);{% endif %}">{{ dual_stats.win_rate }}%</b></span>
+  </div>
+
+  {% if dual_trades %}
+  <div class="table-wrap">
+  <table>
+    <tr><th>品种</th><th>合约</th><th>C行权价</th><th>P行权价</th><th>开仓日</th><th>平仓日</th><th>持仓</th><th>看涨(开/平)</th><th>看跌(开/平)</th><th>盈亏</th></tr>
+    {% for t in dual_trades %}
+    <tr>
+      <td>{{ t.product_code }}</td>
+      <td><strong>{{ t.contract_code.replace(t.product_code, '', 1) if t.contract_code.startswith(t.product_code) else t.contract_code }}</strong></td>
+      <td>{{ t.call_strike_price }}</td>
+      <td>{{ t.put_strike_price }}</td>
+      <td style="font-size:0.8rem;">{{ t.open_date }} {{ weekdays[t.open_date.weekday()] }}</td>
+      <td style="font-size:0.8rem;">{{ t.close_date }} {{ weekdays[t.close_date.weekday()] }}</td>
+      <td>{{ (t.close_date - t.open_date).days }}天</td>
+      <td>{{ t.call_open_price }} / {{ t.call_close_price }}</td>
+      <td>{{ t.put_open_price }} / {{ t.put_close_price }}</td>
+      <td>
+        {% set p = t.pnl %}
+        {% if p is not none %}
+        <span style="font-weight:700;{% if p > 0 %}color:var(--success-fg);{% elif p < 0 %}color:var(--danger-fg);{% endif %}">
+          {% if p > 0 %}+{% endif %}{{ p }}
+        </span>
+        {% endif %}
+      </td>
+    </tr>
+    {% endfor %}
+  </table>
+  </div>
+  {% else %}
+  <div style="text-align:center;padding:40px;color:var(--sub);">暂无已平仓记录</div>
+  {% endif %}
+</div>
+
+{% endblock %}