AI 分析报告按用户隔离存储

个股/财务/复盘报告改为 data/user_data/reports/{username}/ 目录下，
API 端从 request.state.username 读取对应用户的报告。

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

serve/backend/app/api/financials.py

@@ -151,11 +151,12 @@ class SaveReportRequest(BaseModel):
 
 @router.get("/reports")
 def list_reports(request: Request):
-    """获取全部历史报告(按时间降序,后端已裁剪到上限)。无需 FINANCIAL 能力读取列表元信息。"""
+    """获取当前用户的历史报告(按时间降序,后端已裁剪到上限)。"""
     capset = request.app.state.capabilities
     if not capset.has(Cap.FINANCIAL):
         return {"reports": []}
-    return {"reports": ai_reports.list_reports()}
+    username = getattr(request.state, "username", None)
+    return {"reports": ai_reports.list_reports(username)}
 
 
 @router.post("/reports")
@@ -163,6 +164,7 @@ def save_report(request: Request, req: SaveReportRequest):
     """保存一条报告。"""
     capset = request.app.state.capabilities
     capset.require(Cap.FINANCIAL)
+    username = getattr(request.state, "username", None)
     report = ai_reports.save_report({
         "symbol": req.symbol,
         "name": req.name,
@@ -170,7 +172,7 @@ def save_report(request: Request, req: SaveReportRequest):
         "content": req.content,
         "periods": req.periods,
         "summary": req.summary,
-    })
+    }, username)
     return {"ok": True, "report": report}
 
 
@@ -179,5 +181,6 @@ def delete_report(request: Request, report_id: str):
     """删除一条报告。"""
     capset = request.app.state.capabilities
     capset.require(Cap.FINANCIAL)
-    ok = ai_reports.delete_report(report_id)
+    username = getattr(request.state, "username", None)
+    ok = ai_reports.delete_report(report_id, username)
     return {"ok": ok}

serve/backend/app/api/market_recap.py

@@ -81,13 +81,15 @@ class SaveReportRequest(BaseModel):
 
 @router.get("/reports")
 def list_reports(request: Request):
-    """获取全部历史复盘(按时间降序,后端已裁剪到上限)。"""
-    return {"reports": market_recap_reports.list_reports()}
+    """获取当前用户的历史复盘(按时间降序,后端已裁剪到上限)。"""
+    username = getattr(request.state, "username", None)
+    return {"reports": market_recap_reports.list_reports(username)}
 
 
 @router.post("/reports")
 def save_report(request: Request, req: SaveReportRequest):
     """保存一条复盘报告。"""
+    username = getattr(request.state, "username", None)
     report = market_recap_reports.save_report({
         "as_of": req.as_of,
         "focus": req.focus,
@@ -95,9 +97,7 @@ def save_report(request: Request, req: SaveReportRequest):
         "summary": req.summary,
         "emotion_score": req.emotion_score,
         "emotion_label": req.emotion_label,
-    })
-    # 推送到飞书(可选): 与定时复盘共用同一开关 review_push_enabled 与 _maybe_push_review。
-    # 内部 try/except 静默降级, 不影响归档返回值。
+    }, username)
     from app.jobs.daily_pipeline import _maybe_push_review
     _maybe_push_review(req.content, {
         "as_of": req.as_of,
@@ -109,5 +109,6 @@ def save_report(request: Request, req: SaveReportRequest):
 @router.delete("/reports/{report_id}")
 def delete_report(request: Request, report_id: str):
     """删除一条复盘报告。"""
-    ok = market_recap_reports.delete_report(report_id)
+    username = getattr(request.state, "username", None)
+    ok = market_recap_reports.delete_report(report_id, username)
     return {"ok": ok}

serve/backend/app/api/stock_analysis.py

@@ -191,13 +191,15 @@ class SaveReportRequest(BaseModel):
 
 @router.get("/reports")
 def list_reports(request: Request):
-    """获取全部历史报告(按时间降序,后端已裁剪到上限)。"""
-    return {"reports": stock_reports.list_reports()}
+    """获取当前用户的历史报告(按时间降序,后端已裁剪到上限)。"""
+    username = getattr(request.state, "username", None)
+    return {"reports": stock_reports.list_reports(username)}
 
 
 @router.post("/reports")
 def save_report(request: Request, req: SaveReportRequest):
     """保存一条报告。"""
+    username = getattr(request.state, "username", None)
     report = stock_reports.save_report({
         "symbol": req.symbol,
         "name": req.name,
@@ -206,12 +208,13 @@ def save_report(request: Request, req: SaveReportRequest):
         "summary": req.summary,
         "close": req.close,
         "levels": req.levels,
-    })
+    }, username)
     return {"ok": True, "report": report}
 
 
 @router.delete("/reports/{report_id}")
 def delete_report(request: Request, report_id: str):
     """删除一条报告。"""
-    ok = stock_reports.delete_report(report_id)
+    username = getattr(request.state, "username", None)
+    ok = stock_reports.delete_report(report_id, username)
     return {"ok": ok}

serve/backend/app/services/ai_reports.py

@@ -1,20 +1,8 @@
-"""AI 财务分析报告持久化存储。
+"""AI 财务分析报告持久化存储 — 按用户名隔离。
 
-存储位置: data/user_data/ai_reports.json (数组,按 created_at 降序)
-保留最近 MAX_REPORTS 条;超出自动裁剪最旧的。
-
-每条报告结构:
-{
-  "id": "rpt_xxx",           # 唯一 id
-  "symbol": "600519.SH",
-  "name": "贵州茅台",
-  "focus": "",               # 用户追加的关心点(可为空)
-  "content": "# ...markdown", # 报告正文
-  "periods": 4,              # 基于几期数据生成
-  "summary": "metrics: 1期...",  # 数据摘要
-  "created_at": "2026-06-25T10:00:00"
-}
+存储位置: data/user_data/reports/{username}/ai_reports.json
 """
+
 from __future__ import annotations
 
 import json
@@ -27,16 +15,19 @@ logger = logging.getLogger(__name__)
 MAX_REPORTS = 20
 
 
-def _path() -> Path:
+def _path(username: str | None = None) -> Path:
     from app.config import settings
-    p = settings.data_dir / "user_data" / "ai_reports.json"
+    if username:
+        p = settings.data_dir / "user_data" / "reports" / username / "ai_reports.json"
+    else:
+        p = settings.data_dir / "user_data" / "ai_reports.json"
     p.parent.mkdir(parents=True, exist_ok=True)
     return p
 
 
-def list_reports() -> list[dict]:
-    """返回全部报告(按 created_at 降序)。"""
-    p = _path()
+def list_reports(username: str | None = None) -> list[dict]:
+    """返回指定用户的全部报告(按 created_at 降序)。"""
+    p = _path(username)
     if not p.exists():
         return []
     try:
@@ -48,54 +39,49 @@ def list_reports() -> list[dict]:
     return []
 
 
-def _save_all(reports: list[dict]) -> None:
+def _save_all(reports: list[dict], username: str | None = None) -> None:
     """全量写入(裁剪到 MAX_REPORTS)。"""
-    # 保持降序
     reports.sort(key=lambda r: r.get("created_at", ""), reverse=True)
     if len(reports) > MAX_REPORTS:
         reports = reports[:MAX_REPORTS]
-    _path().write_text(
+    _path(username).write_text(
         json.dumps(reports, indent=2, ensure_ascii=False), encoding="utf-8",
     )
 
 
-def save_report(report: dict) -> dict:
-    """新增一条报告并持久化。返回保存后的报告(含 id / created_at)。
-
-    自动补全 id 与 created_at(若缺),并裁剪到上限。
-    """
-    reports = list_reports()
+def save_report(report: dict, username: str | None = None) -> dict:
+    """新增一条报告并持久化。返回保存后的报告(含 id / created_at)。"""
+    reports = list_reports(username)
     if not report.get("id"):
         report["id"] = f"rpt_{int(time.time() * 1000)}_{report.get('symbol', 'x')}"
     if not report.get("created_at"):
         report["created_at"] = _now_iso()
     reports.append(report)
-    _save_all(reports)
-    logger.info("AI report saved: %s (%s), total %d", report.get("symbol"), report.get("id"), len(reports))
+    _save_all(reports, username)
+    logger.info("AI report saved by %s: %s (%s), total %d", username or "?", report.get("symbol"), report.get("id"), len(reports))
     return report
 
 
-def delete_report(report_id: str) -> bool:
-    """删除指定报告。返回是否删除成功。"""
-    reports = list_reports()
+def delete_report(report_id: str, username: str | None = None) -> bool:
+    """删除指定用户的报告。返回是否删除成功。"""
+    reports = list_reports(username)
     before = len(reports)
     reports = [r for r in reports if r.get("id") != report_id]
     if len(reports) < before:
-        _save_all(reports)
+        _save_all(reports, username)
         return True
     return False
 
 
-def clear_reports() -> int:
-    """清空全部报告。返回删除数量。"""
-    reports = list_reports()
+def clear_reports(username: str | None = None) -> int:
+    """清空指定用户的全部报告。返回删除数量。"""
+    reports = list_reports(username)
     n = len(reports)
     if n > 0:
-        _save_all([])
+        _save_all([], username)
     return n
 
 
 def _now_iso() -> str:
-    """当前本地时间 ISO 字符串(带秒精度,前端 toLocaleString 友好)。"""
     from datetime import datetime
     return datetime.now().isoformat(timespec="seconds")

serve/backend/app/services/market_recap_reports.py

@@ -1,24 +1,8 @@
-"""AI 大盘复盘报告持久化存储。
+"""AI 大盘复盘报告持久化存储 — 按用户名隔离。
 
-与 stock_reports.py(个股分析报告)/ ai_reports.py(财务分析报告)完全独立 ——
-单独的文件、字段、上限,互不影响。刻意不复用,避免引入 kind 判别字段与分支
-(解耦 > 抽象)。
-
-存储位置: data/user_data/ai_market_recaps.json (数组,按 created_at 降序)
-保留最近 MAX_REPORTS 条;超出自动裁剪最旧的。
-
-每条报告结构:
-{
-  "id": "mkr_xxx",            # 唯一 id(market-recap-report)
-  "as_of": "2026-06-27",      # 复盘日期
-  "focus": "",                # 用户追加的关心点(可为空)
-  "content": "# ...markdown", # 报告正文
-  "summary": "三大指数齐涨...",  # 一句话摘要
-  "emotion_score": 68,        # 情绪分(0-100, 复盘生成时的市场情绪雷达均分)
-  "emotion_label": "偏暖",     # 情绪标签(强势/偏暖/震荡/偏冷/冰点)
-  "created_at": "2026-06-27T15:35:00"
-}
+存储位置: data/user_data/reports/{username}/ai_market_recaps.json
 """
+
 from __future__ import annotations
 
 import json
@@ -31,16 +15,19 @@ logger = logging.getLogger(__name__)
 MAX_REPORTS = 20
 
 
-def _path() -> Path:
+def _path(username: str | None = None) -> Path:
     from app.config import settings
-    p = settings.data_dir / "user_data" / "ai_market_recaps.json"
+    if username:
+        p = settings.data_dir / "user_data" / "reports" / username / "ai_market_recaps.json"
+    else:
+        p = settings.data_dir / "user_data" / "ai_market_recaps.json"
     p.parent.mkdir(parents=True, exist_ok=True)
     return p
 
 
-def list_reports() -> list[dict]:
-    """返回全部报告(按 created_at 降序)。"""
-    p = _path()
+def list_reports(username: str | None = None) -> list[dict]:
+    """返回指定用户的全部报告(按 created_at 降序)。"""
+    p = _path(username)
     if not p.exists():
         return []
     try:
@@ -52,37 +39,37 @@ def list_reports() -> list[dict]:
     return []
 
 
-def _save_all(reports: list[dict]) -> None:
+def _save_all(reports: list[dict], username: str | None = None) -> None:
     """全量写入(裁剪到 MAX_REPORTS)。"""
     reports.sort(key=lambda r: r.get("created_at", ""), reverse=True)
     if len(reports) > MAX_REPORTS:
         reports = reports[:MAX_REPORTS]
-    _path().write_text(
+    _path(username).write_text(
         json.dumps(reports, indent=2, ensure_ascii=False), encoding="utf-8",
     )
 
 
-def save_report(report: dict) -> dict:
+def save_report(report: dict, username: str | None = None) -> dict:
     """新增一条报告并持久化。返回保存后的报告(含 id / created_at)。"""
-    reports = list_reports()
+    reports = list_reports(username)
     if not report.get("id"):
         report["id"] = f"mkr_{int(time.time() * 1000)}"
     if not report.get("created_at"):
         report["created_at"] = _now_iso()
     reports.append(report)
-    _save_all(reports)
-    logger.info("Market recap saved: %s (as_of=%s), total %d",
-                report.get("id"), report.get("as_of"), len(reports))
+    _save_all(reports, username)
+    logger.info("Market recap saved by %s: %s (as_of=%s), total %d",
+                username or "?", report.get("id"), report.get("as_of"), len(reports))
     return report
 
 
-def delete_report(report_id: str) -> bool:
-    """删除指定报告。返回是否删除成功。"""
-    reports = list_reports()
+def delete_report(report_id: str, username: str | None = None) -> bool:
+    """删除指定用户的报告。返回是否删除成功。"""
+    reports = list_reports(username)
     before = len(reports)
     reports = [r for r in reports if r.get("id") != report_id]
     if len(reports) < before:
-        _save_all(reports)
+        _save_all(reports, username)
         return True
     return False
 

serve/backend/app/services/stock_reports.py

@@ -1,24 +1,8 @@
-"""AI 个股分析报告持久化存储。
+"""AI 个股分析报告持久化存储 — 按用户名隔离。
 
-与 ai_reports.py(财务分析报告)完全独立 —— 单独的文件、字段、上限,
-互不影响。刻意不复用,避免引入 kind 判别字段与分支(解耦 > 抽象)。
-
-存储位置: data/user_data/ai_stock_reports.json (数组,按 created_at 降序)
-保留最近 MAX_REPORTS 条;超出自动裁剪最旧的。
-
-每条报告结构:
-{
-  "id": "sar_xxx",           # 唯一 id(stock-analysis-report)
-  "symbol": "600519.SH",
-  "name": "贵州茅台",
-  "focus": "",               # 用户追加的关心点(可为空)
-  "content": "# ...markdown", # 报告正文
-  "summary": "当前价 12.3 · 压力位...",  # 价位/数据摘要
-  "levels": {...},           # 报告生成时的关键价位(供图表回放)
-  "close": 12.3,             # 报告生成时的收盘价
-  "created_at": "2026-06-26T10:00:00"
-}
+存储位置: data/user_data/reports/{username}/ai_stock_reports.json
 """
+
 from __future__ import annotations
 
 import json
@@ -31,16 +15,19 @@ logger = logging.getLogger(__name__)
 MAX_REPORTS = 50
 
 
-def _path() -> Path:
+def _path(username: str | None = None) -> Path:
     from app.config import settings
-    p = settings.data_dir / "user_data" / "ai_stock_reports.json"
+    if username:
+        p = settings.data_dir / "user_data" / "reports" / username / "ai_stock_reports.json"
+    else:
+        p = settings.data_dir / "user_data" / "ai_stock_reports.json"
     p.parent.mkdir(parents=True, exist_ok=True)
     return p
 
 
-def list_reports() -> list[dict]:
-    """返回全部报告(按 created_at 降序)。"""
-    p = _path()
+def list_reports(username: str | None = None) -> list[dict]:
+    """返回指定用户的全部报告(按 created_at 降序)。"""
+    p = _path(username)
     if not p.exists():
         return []
     try:
@@ -52,36 +39,36 @@ def list_reports() -> list[dict]:
     return []
 
 
-def _save_all(reports: list[dict]) -> None:
+def _save_all(reports: list[dict], username: str | None = None) -> None:
     """全量写入(裁剪到 MAX_REPORTS)。"""
     reports.sort(key=lambda r: r.get("created_at", ""), reverse=True)
     if len(reports) > MAX_REPORTS:
         reports = reports[:MAX_REPORTS]
-    _path().write_text(
+    _path(username).write_text(
         json.dumps(reports, indent=2, ensure_ascii=False), encoding="utf-8",
     )
 
 
-def save_report(report: dict) -> dict:
+def save_report(report: dict, username: str | None = None) -> dict:
     """新增一条报告并持久化。返回保存后的报告(含 id / created_at)。"""
-    reports = list_reports()
+    reports = list_reports(username)
     if not report.get("id"):
         report["id"] = f"sar_{int(time.time() * 1000)}_{report.get('symbol', 'x')}"
     if not report.get("created_at"):
         report["created_at"] = _now_iso()
     reports.append(report)
-    _save_all(reports)
-    logger.info("Stock report saved: %s (%s), total %d", report.get("symbol"), report.get("id"), len(reports))
+    _save_all(reports, username)
+    logger.info("Stock report saved by %s: %s (%s), total %d", username or "?", report.get("symbol"), report.get("id"), len(reports))
     return report
 
 
-def delete_report(report_id: str) -> bool:
-    """删除指定报告。返回是否删除成功。"""
-    reports = list_reports()
+def delete_report(report_id: str, username: str | None = None) -> bool:
+    """删除指定用户的报告。返回是否删除成功。"""
+    reports = list_reports(username)
     before = len(reports)
     reports = [r for r in reports if r.get("id") != report_id]
     if len(reports) < before:
-        _save_all(reports)
+        _save_all(reports, username)
         return True
     return False