AI分析功能：LLM Key 改为数据库管理，支持管理员后台配置

web/backend/internal/auth/bootstrap.go

@@ -6,6 +6,11 @@ import (
 	"trade/web/internal/store"
 )
 
+// BootstrapLLMConfig 初始化 llm_config 表。
+func BootstrapLLMConfig(s *store.FuturesStore) error {
+	return s.EnsureLLMConfigTable()
+}
+
 // Bootstrap 在 auth.db 没有任何 admin 时,写入默认管理员 admin/admin;
 // 并强制首次登录后改密码。已存在 admin 时静默跳过。
 func Bootstrap(s *store.AuthStore) error {

web/backend/internal/config/config.go

@@ -9,6 +9,9 @@ type Config struct {
 	ListenAddr    string
 	DatabaseURL   string
 	TushareAPIURL string
+	LLMBaseURL    string
+	LLMAPIKey     string
+	LLMModel      string
 }
 
 func Load() (*Config, error) {
@@ -16,6 +19,9 @@ func Load() (*Config, error) {
 		ListenAddr:    getenv("LISTEN_ADDR", ":8080"),
 		DatabaseURL:   os.Getenv("DATABASE_URL"),
 		TushareAPIURL: getenv("TUSHARE_API_URL", "http://tushare:8000"),
+		LLMBaseURL:    getenv("LLM_BASE_URL", "https://api.deepseek.com/v1"),
+		LLMAPIKey:     os.Getenv("LLM_API_KEY"),
+		LLMModel:      getenv("LLM_MODEL", "deepseek-chat"),
 	}
 	if cfg.DatabaseURL == "" {
 		return nil, fmt.Errorf("DATABASE_URL 环境变量未设置")

web/backend/internal/handlers/ai.go

@@ -0,0 +1,292 @@
+package handlers
+
+import (
+	"bufio"
+	"bytes"
+	"encoding/json"
+	"fmt"
+	"io"
+	"log"
+	"net/http"
+	"strings"
+
+	"trade/web/internal/store"
+)
+
+// AIConfig LLM 调用配置。
+type AIConfig struct {
+	BaseURL string
+	APIKey  string
+	Model   string
+}
+
+// resolveLLMConfig 返回实际使用的 LLM 配置：DB 优先，环境变量作 fallback。
+func (d *Deps) resolveLLMConfig() *AIConfig {
+	cfg := &AIConfig{
+		BaseURL: "https://api.deepseek.com/v1",
+		Model:   "deepseek-chat",
+	}
+
+	// 尝试从 DB 读取
+	if dbCfg, err := d.Futures.GetLLMConfig(); err == nil && dbCfg != nil && dbCfg.APIKey != "" {
+		cfg.APIKey = dbCfg.APIKey
+		if dbCfg.BaseURL != "" {
+			cfg.BaseURL = dbCfg.BaseURL
+		}
+		if dbCfg.Model != "" {
+			cfg.Model = dbCfg.Model
+		}
+		return cfg
+	}
+
+	// fallback 到环境变量
+	if d.AIConfig != nil {
+		if d.AIConfig.APIKey != "" {
+			cfg.APIKey = d.AIConfig.APIKey
+		}
+		if d.AIConfig.BaseURL != "" {
+			cfg.BaseURL = d.AIConfig.BaseURL
+		}
+		if d.AIConfig.Model != "" {
+			cfg.Model = d.AIConfig.Model
+		}
+	}
+	return cfg
+}
+
+// Analyze 接收 ts_code + trade_date，查库拼 prompt，调 LLM 并以 SSE 流式返回。
+func (d *Deps) Analyze(w http.ResponseWriter, r *http.Request) {
+	llmCfg := d.resolveLLMConfig()
+	if llmCfg.APIKey == "" {
+		writeErr(w, http.StatusServiceUnavailable, "LLM API Key 未配置，请在管理后台设置")
+		return
+	}
+
+	q := r.URL.Query()
+	tsCode := q.Get("ts_code")
+	tradeDate := q.Get("trade_date")
+	if tsCode == "" || tradeDate == "" {
+		writeErr(w, http.StatusBadRequest, "缺少 ts_code 或 trade_date")
+		return
+	}
+
+	ctx, err := d.Futures.GetAnalysisContext(tsCode, tradeDate)
+	if err != nil {
+		writeErr(w, http.StatusNotFound, err.Error())
+		return
+	}
+
+	prompt := buildPrompt(ctx)
+
+	// SSE
+	flusher, ok := w.(http.Flusher)
+	if !ok {
+		writeErr(w, http.StatusInternalServerError, "不支持 SSE")
+		return
+	}
+	w.Header().Set("Content-Type", "text/event-stream")
+	w.Header().Set("Cache-Control", "no-cache")
+	w.Header().Set("Connection", "keep-alive")
+
+	if err := streamLLM(d.AIConfig, prompt, w, flusher); err != nil {
+		log.Printf("[ai] stream error: %v", err)
+		sendSSE(w, flusher, "error", err.Error())
+	}
+	sendSSE(w, flusher, "done", "")
+}
+
+func sendSSE(w io.Writer, flusher http.Flusher, event, data string) {
+	if event != "" {
+		fmt.Fprintf(w, "event: %s\n", event)
+	}
+	for _, line := range strings.Split(data, "\n") {
+		fmt.Fprintf(w, "data: %s\n", line)
+	}
+	fmt.Fprint(w, "\n")
+	flusher.Flush()
+}
+
+// streamLLM 调用 LLM chat/completions，逐 token 推送 SSE。
+func streamLLM(cfg *AIConfig, prompt []map[string]string, w io.Writer, flusher http.Flusher) error {
+	body := map[string]any{
+		"model":    cfg.Model,
+		"messages": prompt,
+		"stream":   true,
+	}
+	payload, _ := json.Marshal(body)
+
+	req, err := http.NewRequest("POST", strings.TrimRight(cfg.BaseURL, "/")+"/chat/completions", bytes.NewReader(payload))
+	if err != nil {
+		return err
+	}
+	req.Header.Set("Content-Type", "application/json")
+	req.Header.Set("Authorization", "Bearer "+cfg.APIKey)
+
+	resp, err := http.DefaultClient.Do(req)
+	if err != nil {
+		return fmt.Errorf("llm request: %w", err)
+	}
+	defer resp.Body.Close()
+
+	if resp.StatusCode != 200 {
+		b, _ := io.ReadAll(io.LimitReader(resp.Body, 1024))
+		return fmt.Errorf("llm status %d: %s", resp.StatusCode, string(b))
+	}
+
+	scanner := bufio.NewScanner(resp.Body)
+	for scanner.Scan() {
+		line := strings.TrimSpace(scanner.Text())
+		if line == "" || !strings.HasPrefix(line, "data: ") {
+			continue
+		}
+		data := strings.TrimPrefix(line, "data: ")
+		if data == "[DONE]" {
+			return nil
+		}
+		var chunk struct {
+			Choices []struct {
+				Delta struct {
+					Content string `json:"content"`
+				} `json:"delta"`
+			} `json:"choices"`
+		}
+		if err := json.Unmarshal([]byte(data), &chunk); err != nil {
+			continue // 忽略解析失败的行
+		}
+		for _, c := range chunk.Choices {
+			if c.Delta.Content != "" {
+				sendSSE(w, flusher, "token", c.Delta.Content)
+			}
+		}
+	}
+	return scanner.Err()
+}
+
+// buildPrompt 用 AnalysisContext 构建 system + user 消息。
+func buildPrompt(ctx *store.AnalysisContext) []map[string]string {
+	s := ctx.Score
+
+	// 解析 detail_json 中的关键字段
+	var detail struct {
+		ShortDetails []map[string]any `json:"short_details"`
+		MediumDetail map[string]any   `json:"medium_detail"`
+		LongDetail   map[string]any   `json:"long_detail"`
+		Volatility   map[string]any   `json:"volatility"`
+		AdaptiveW    map[string]any   `json:"adaptive_weights"`
+		VolPenalty   float64          `json:"vol_penalty"`
+		Delta1D      *float64         `json:"composite_delta"`
+		Delta5D      *float64         `json:"composite_delta_5d"`
+	}
+	if s.Detail != nil {
+		_ = json.Unmarshal(s.Detail, &detail)
+	}
+
+	var sb strings.Builder
+	sb.WriteString("你是一位资深期货技术分析师，擅长从量化打分系统中解读市场信号。\n")
+
+	// 综合
+	sb.WriteString(fmt.Sprintf("\n## 合约 %s  %s\n", s.TsCode, s.TradeDate))
+	sb.WriteString(fmt.Sprintf("- 收盘 %.2f  持仓 %.0f (日变动 %+.0f)\n", s.Close, s.OI, s.OIChg))
+	sb.WriteString(fmt.Sprintf("- 综合分 **%.1f** / 100\n", s.Composite))
+	sb.WriteString(fmt.Sprintf("- 分层: 短期 %.1f  中期 %.1f  长期 %.1f\n", s.ShortTerm, s.MediumTerm, s.LongTerm))
+	sb.WriteString(fmt.Sprintf("- 信号: %s\n", s.Signal))
+
+	// 波动率
+	if v, ok := detail.Volatility["vol_penalty"]; ok {
+		dp := 0.0
+		if vv, ok := v.(float64); ok {
+			dp = vv
+		}
+		risk := 0.0
+		if vr, ok := detail.Volatility["vol_risk"]; ok {
+			if vv, ok := vr.(float64); ok {
+				risk = vv
+			}
+		}
+		sb.WriteString(fmt.Sprintf("- 波动率惩罚系数: %.3f (综合风险 %.2f%%)\n", dp, risk*100))
+	}
+
+	// 自适应权重
+	if aw, ok := detail.AdaptiveW["trend_strength"]; ok {
+		sb.WriteString(fmt.Sprintf("- 趋势强度: %.2f → 权重 短期%.0f%%/中期%.0f%%/长期%.0f%%\n",
+			aw, valPct(detail.AdaptiveW, "w_short"), valPct(detail.AdaptiveW, "w_medium"), valPct(detail.AdaptiveW, "w_long")))
+	}
+
+	// 分数动量
+	if detail.Delta1D != nil {
+		sb.WriteString(fmt.Sprintf("- 分数动量: Δ1d %+.1f", *detail.Delta1D))
+	}
+	if detail.Delta5D != nil {
+		sb.WriteString(fmt.Sprintf("  Δ5d %+.1f", *detail.Delta5D))
+	}
+	if detail.Delta1D != nil || detail.Delta5D != nil {
+		sb.WriteString("\n")
+	}
+
+	// 短期细节
+	sb.WriteString("\n## 短期动力 (近7日逐日)\n")
+	sb.WriteString("| 日期 | 象限 | 涨跌% | OI变化% | 得分 |\n")
+	sb.WriteString("|------|------|-------|---------|------|\n")
+	for _, d := range detail.ShortDetails {
+		q := fmt.Sprint(d["quadrant"])
+		qcn := map[string]string{
+			"accumulation": "增仓涨", "distribution": "增仓跌",
+			"covering": "减仓涨", "liquidation": "减仓跌", "flat": "持平",
+		}[q]
+		if qcn == "" {
+			qcn = q
+		}
+		sb.WriteString(fmt.Sprintf("| %s | %s | %+.2f%% | %+.2f%% | %.1f |\n",
+			d["trade_date"], qcn, floatVal(d, "price_chg_pct")*100, floatVal(d, "oi_chg_pct")*100, floatVal(d, "score")))
+	}
+
+	// 中期细节
+	md := detail.MediumDetail
+	sb.WriteString("\n## 中期趋势 (15日)\n")
+	sb.WriteString(fmt.Sprintf("- 价格信号: %.1f (收益率 %+.2f%%)\n", floatVal(md, "price_signal"), floatVal(md, "price_return_pct")))
+	sb.WriteString(fmt.Sprintf("- 资金意愿: %.1f\n", floatVal(md, "fund_signal")))
+	a, d_, c, l := intVal(md, "accumulation_days"), intVal(md, "distribution_days"), intVal(md, "covering_days"), intVal(md, "liquidation_days")
+	sb.WriteString(fmt.Sprintf("- 象限分布: 增仓涨 %d天 / 增仓跌 %d天 / 减仓涨 %d天 / 减仓跌 %d天\n", a, d_, c, l))
+
+	// 长期细节
+	ld := detail.LongDetail
+	sb.WriteString("\n## 长期结构 (30日)\n")
+	sb.WriteString(fmt.Sprintf("- OI 趋势分: %.1f (端点变化 %+.2f%%)\n", floatVal(ld, "oi_score"), floatVal(ld, "oi_change_pct")))
+	sb.WriteString(fmt.Sprintf("- 价格趋势分: %.1f (30日收益 %+.2f%%)\n", floatVal(ld, "price_score"), floatVal(ld, "price_return_30d_pct")))
+
+	// 近 5 日分数趋势
+	if len(ctx.RecentScores) > 0 {
+		sb.WriteString("\n## 近5日分数趋势\n")
+		for i, rs := range ctx.RecentScores {
+			if i >= 5 {
+				break
+			}
+			sb.WriteString(fmt.Sprintf("- %s  综合 %.1f\n", rs.TradeDate, rs.Composite))
+		}
+	}
+
+	sb.WriteString("\n请从以下4个角度简要分析（每条2-3句话，使用中文）：\n")
+	sb.WriteString("1. 当前多空格局\n")
+	sb.WriteString("2. 资金行为特征\n")
+	sb.WriteString("3. 关键风险点\n")
+	sb.WriteString("4. 短期关注价位\n")
+
+	return []map[string]string{
+		{"role": "user", "content": sb.String()},
+	}
+}
+
+func floatVal(m map[string]any, key string) float64 {
+	v, _ := m[key].(float64)
+	return v
+}
+
+func intVal(m map[string]any, key string) int {
+	v, _ := m[key].(float64)
+	return int(v)
+}
+
+func valPct(m map[string]any, key string) float64 {
+	v, _ := m[key].(float64)
+	return v * 100
+}

web/backend/internal/handlers/deps.go

@@ -13,6 +13,7 @@ type Deps struct {
 	Auth       *store.AuthStore
 	Futures    *store.FuturesStore
 	TushareURL string
+	AIConfig   *AIConfig
 }
 
 func writeJSON(w http.ResponseWriter, status int, body any) {

web/backend/internal/handlers/llm_config.go

@@ -0,0 +1,86 @@
+package handlers
+
+import (
+	"encoding/json"
+	"net/http"
+	"strings"
+
+	"trade/web/internal/store"
+)
+
+type llmConfigReq struct {
+	BaseURL string `json:"base_url"`
+	APIKey  string `json:"api_key"`
+	Model   string `json:"model"`
+}
+
+type llmConfigResp struct {
+	BaseURL   string `json:"base_url"`
+	APIKey    string `json:"api_key"`    // 脱敏：仅显示首尾
+	Model     string `json:"model"`
+	HasAPIKey bool   `json:"has_api_key"` // 前端据此判断是否已配置
+}
+
+// maskKey 将 sk-abc123xyz 脱敏为 sk-a...xyz。
+func maskKey(key string) string {
+	if len(key) <= 8 {
+		return strings.Repeat("*", len(key))
+	}
+	return key[:4] + "..." + key[len(key)-4:]
+}
+
+// GetLLMConfig 返回当前 LLM 配置（API Key 脱敏）。
+func (d *Deps) GetLLMConfig(w http.ResponseWriter, r *http.Request) {
+	cfg, err := d.Futures.GetLLMConfig()
+	if err != nil {
+		writeErr(w, http.StatusInternalServerError, err.Error())
+		return
+	}
+	resp := llmConfigResp{
+		BaseURL:   cfg.BaseURL,
+		Model:     cfg.Model,
+		HasAPIKey: cfg.APIKey != "",
+	}
+	if cfg.APIKey != "" {
+		resp.APIKey = maskKey(cfg.APIKey)
+	}
+	writeJSON(w, http.StatusOK, resp)
+}
+
+// SaveLLMConfig 保存 LLM 配置。api_key 为脱敏占位时保留原值。
+func (d *Deps) SaveLLMConfig(w http.ResponseWriter, r *http.Request) {
+	var req llmConfigReq
+	if err := json.NewDecoder(r.Body).Decode(&req); err != nil {
+		writeErr(w, http.StatusBadRequest, "invalid json")
+		return
+	}
+	req.BaseURL = strings.TrimSpace(req.BaseURL)
+	req.Model = strings.TrimSpace(req.Model)
+	if req.BaseURL == "" {
+		req.BaseURL = "https://api.deepseek.com/v1"
+	}
+	if req.Model == "" {
+		req.Model = "deepseek-chat"
+	}
+
+	// 如果前端传的是脱敏值（含 ...），说明未修改 Key，保留旧值
+	if strings.Contains(req.APIKey, "...") {
+		old, err := d.Futures.GetLLMConfig()
+		if err != nil {
+			writeErr(w, http.StatusInternalServerError, err.Error())
+			return
+		}
+		req.APIKey = old.APIKey
+	}
+
+	cfg := &store.LLMConfig{
+		BaseURL: req.BaseURL,
+		APIKey:  req.APIKey,
+		Model:   req.Model,
+	}
+	if err := d.Futures.SaveLLMConfig(cfg); err != nil {
+		writeErr(w, http.StatusInternalServerError, err.Error())
+		return
+	}
+	writeJSON(w, http.StatusOK, map[string]string{"status": "ok"})
+}

web/backend/internal/router/router.go

@@ -34,6 +34,7 @@ func New(d *handlers.Deps, dist fs.FS) http.Handler {
 			r.Post("/run/batch", d.RunBatch)
 			r.Post("/run/range", d.RunRange)
 			r.Post("/run/full", d.RunFull)
+			r.Get("/ai/analyze", d.Analyze)
 
 			r.Group(func(r chi.Router) {
 				r.Use(mw.RequireAdmin)
@@ -42,6 +43,8 @@ func New(d *handlers.Deps, dist fs.FS) http.Handler {
 				r.Patch("/admin/users/{id}", d.AdminPatchUser)
 				r.Delete("/admin/users/{id}", d.AdminDeleteUser)
 				r.Post("/admin/reset-data", d.AdminResetData)
+				r.Get("/admin/llm-config", d.GetLLMConfig)
+				r.Put("/admin/llm-config", d.SaveLLMConfig)
 			})
 		})
 	})

web/backend/internal/store/ai.go

@@ -0,0 +1,134 @@
+package store
+
+import (
+	"database/sql"
+	"encoding/json"
+	"fmt"
+)
+
+// AnalysisContext 汇总一次 AI 分析所需的全部数据。
+type AnalysisContext struct {
+	Score        Score    `json:"score"`
+	Candles      []Candle `json:"candles"`
+	RecentScores []Score  `json:"recent_scores"`
+}
+
+// GetAnalysisContext 拉取指定合约某日的 score + 近 60 日 K 线 + 近 10 日 scores。
+func (s *FuturesStore) GetAnalysisContext(tsCode, tradeDate string) (*AnalysisContext, error) {
+	ctx := &AnalysisContext{}
+
+	// 1) 目标日 score（含 detail_json）
+	row := s.db.QueryRow(`SELECT id, ts_code, trade_date, close, oi, oi_chg, short_term, medium_term,
+		long_term, composite, signal, detail_json, created_at FROM scores
+		WHERE ts_code = $1 AND trade_date = $2`, tsCode, tradeDate)
+	var detail sql.NullString
+	if err := row.Scan(&ctx.Score.ID, &ctx.Score.TsCode, &ctx.Score.TradeDate,
+		&ctx.Score.Close, &ctx.Score.OI, &ctx.Score.OIChg,
+		&ctx.Score.ShortTerm, &ctx.Score.MediumTerm, &ctx.Score.LongTerm,
+		&ctx.Score.Composite, &ctx.Score.Signal, &detail, &ctx.Score.CreatedAt); err != nil {
+		return nil, fmt.Errorf("score not found: %w", err)
+	}
+	if detail.Valid {
+		ctx.Score.Detail = json.RawMessage(detail.String)
+	}
+
+	// 2) 近 60 日 K 线
+	rows, err := s.db.Query(`SELECT ts_code, trade_date,
+		COALESCE(NULLIF(open, 'NaN'::real), 0), COALESCE(NULLIF(high, 'NaN'::real), 0),
+		COALESCE(NULLIF(low, 'NaN'::real), 0), COALESCE(NULLIF(close, 'NaN'::real), 0),
+		COALESCE(NULLIF(vol, 'NaN'::real), 0), COALESCE(NULLIF(amount, 'NaN'::real), 0),
+		COALESCE(NULLIF(oi, 'NaN'::real), 0), COALESCE(NULLIF(oi_chg, 'NaN'::real), 0),
+		COALESCE(NULLIF(pre_close, 'NaN'::real), 0)
+		FROM candles WHERE ts_code = $1 AND trade_date <= $2
+		ORDER BY trade_date DESC LIMIT 60`, tsCode, tradeDate)
+	if err != nil {
+		return nil, fmt.Errorf("candles: %w", err)
+	}
+	defer rows.Close()
+	for rows.Next() {
+		var c Candle
+		if err := rows.Scan(&c.TsCode, &c.TradeDate, &c.Open, &c.High, &c.Low, &c.Close,
+			&c.Vol, &c.Amount, &c.OI, &c.OIChg, &c.PreClose); err != nil {
+			return nil, err
+		}
+		ctx.Candles = append(ctx.Candles, c)
+	}
+	// 反转回升序
+	for i, j := 0, len(ctx.Candles)-1; i < j; i, j = i+1, j-1 {
+		ctx.Candles[i], ctx.Candles[j] = ctx.Candles[j], ctx.Candles[i]
+	}
+
+	// 3) 近 10 日 scores（不含 detail_json 以减体积）
+	scoreRows, err := s.db.Query(`SELECT id, ts_code, trade_date, close, oi, oi_chg, short_term, medium_term,
+		long_term, composite, signal, created_at FROM scores
+		WHERE ts_code = $1 AND trade_date <= $2
+		ORDER BY trade_date DESC LIMIT 10`, tsCode, tradeDate)
+	if err != nil {
+		return nil, fmt.Errorf("recent scores: %w", err)
+	}
+	defer scoreRows.Close()
+	for scoreRows.Next() {
+		var sc Score
+		if err := scoreRows.Scan(&sc.ID, &sc.TsCode, &sc.TradeDate, &sc.Close, &sc.OI, &sc.OIChg,
+			&sc.ShortTerm, &sc.MediumTerm, &sc.LongTerm, &sc.Composite, &sc.Signal, &sc.CreatedAt); err != nil {
+			return nil, err
+		}
+		ctx.RecentScores = append(ctx.RecentScores, sc)
+	}
+	// 反转回升序
+	for i, j := 0, len(ctx.RecentScores)-1; i < j; i, j = i+1, j-1 {
+		ctx.RecentScores[i], ctx.RecentScores[j] = ctx.RecentScores[j], ctx.RecentScores[i]
+	}
+
+	return ctx, nil
+}
+
+// LLMConfig 数据库中的 LLM 配置单例。
+type LLMConfig struct {
+	BaseURL string `json:"base_url"`
+	APIKey  string `json:"api_key"`
+	Model   string `json:"model"`
+}
+
+// EnsureLLMConfigTable 建 llm_config 表（幂等）。
+func (s *FuturesStore) EnsureLLMConfigTable() error {
+	_, err := s.db.Exec(`
+		CREATE TABLE IF NOT EXISTS llm_config (
+			id       INTEGER PRIMARY KEY DEFAULT 1 CHECK(id = 1),
+			base_url TEXT NOT NULL DEFAULT 'https://api.deepseek.com/v1',
+			api_key  TEXT NOT NULL DEFAULT '',
+			model    TEXT NOT NULL DEFAULT 'deepseek-chat',
+			updated_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP
+		);
+		INSERT INTO llm_config (id) VALUES (1) ON CONFLICT DO NOTHING;
+	`)
+	return err
+}
+
+// GetLLMConfig 读取 LLM 配置，无记录返回零值。
+func (s *FuturesStore) GetLLMConfig() (*LLMConfig, error) {
+	cfg := &LLMConfig{}
+	err := s.db.QueryRow(`SELECT base_url, api_key, model FROM llm_config WHERE id = 1`).
+		Scan(&cfg.BaseURL, &cfg.APIKey, &cfg.Model)
+	if err != nil {
+		if err.Error() == "sql: no rows in result set" {
+			return cfg, nil
+		}
+		return nil, err
+	}
+	return cfg, nil
+}
+
+// SaveLLMConfig 写入 LLM 配置（upsert）。
+func (s *FuturesStore) SaveLLMConfig(cfg *LLMConfig) error {
+	_, err := s.db.Exec(`
+		INSERT INTO llm_config (id, base_url, api_key, model, updated_at)
+		VALUES (1, $1, $2, $3, CURRENT_TIMESTAMP)
+		ON CONFLICT (id) DO UPDATE SET
+			base_url = EXCLUDED.base_url,
+			api_key  = EXCLUDED.api_key,
+			model    = EXCLUDED.model,
+			updated_at = CURRENT_TIMESTAMP
+	`, cfg.BaseURL, cfg.APIKey, cfg.Model)
+	return err
+}

web/backend/main.go

@@ -40,7 +40,20 @@ func main() {
 		log.Fatalf("bootstrap: %v", err)
 	}
 
-	deps := &handlers.Deps{Auth: authDB, Futures: futures, TushareURL: cfg.TushareAPIURL}
+	if err := auth.BootstrapLLMConfig(futures); err != nil {
+		log.Fatalf("bootstrap llm config: %v", err)
+	}
+
+	deps := &handlers.Deps{
+		Auth:       authDB,
+		Futures:    futures,
+		TushareURL: cfg.TushareAPIURL,
+		AIConfig: &handlers.AIConfig{
+			BaseURL: cfg.LLMBaseURL,
+			APIKey:  cfg.LLMAPIKey,
+			Model:   cfg.LLMModel,
+		},
+	}
 
 	dist, err := fs.Sub(distFS, "dist")
 	if err != nil {

web/frontend/src/api/admin.ts

@@ -3,3 +3,18 @@ import client from './client'
 export function resetAllData() {
   return client.post('/admin/reset-data').then((r) => r.data)
 }
+
+export interface LLMConfig {
+  base_url: string
+  api_key: string
+  model: string
+  has_api_key: boolean
+}
+
+export function getLLMConfig() {
+  return client.get<LLMConfig>('/admin/llm-config').then((r) => r.data)
+}
+
+export function saveLLMConfig(cfg: { base_url: string; api_key: string; model: string }) {
+  return client.put('/admin/llm-config', cfg).then((r) => r.data)
+}

web/frontend/src/api/scores.ts

@@ -17,34 +17,50 @@ export interface ShortDetail {
 export interface MediumDetail {
   price_return_pct: number
   price_signal: number
-  long_up_days: number
+  accumulation_days: number
-  long_down_days: number
+  distribution_days: number
+  covering_days: number
+  liquidation_days: number
   fund_signal: number
   window: number
 }
 
 export interface LongDetail {
-  avg_oi: number
+  oi_now: number
   oi_before: number
-  change_pct: number
+  oi_change_pct: number
   oi_score: number
   price_score: number
   price_return_30d_pct: number
   price_before_30d: number
+  avg_oi_30d: number
   window: number
 }
 
 export interface VolatilityDetail {
   daily_vol_pct: number
   atr_pct: number
+  vol_risk: number
   vol_penalty: number
 }
 
+export interface AdaptiveWeights {
+  trend_strength: number
+  trend_factor: number
+  w_short: number
+  w_medium: number
+  w_long: number
+}
+
 export interface ScoreDetail {
   short_details?: ShortDetail[]
   medium_detail?: MediumDetail
   long_detail?: LongDetail
   volatility?: VolatilityDetail
+  adaptive_weights?: AdaptiveWeights
+  vol_penalty?: number
+  composite_delta?: number | null
+  composite_delta_5d?: number | null
 }
 
 export interface Score {

web/frontend/src/components/ScoreDetailDrawer.vue

@@ -12,6 +12,43 @@ const emit = defineEmits<{ (e: 'close'): void }>()
 const score = ref<Score | null>(null)
 const loading = ref(false)
 
+// AI 分析
+const aiLoading = ref(false)
+const aiContent = ref('')
+const aiError = ref('')
+let es: EventSource | null = null
+
+function closeAI() {
+  es?.close()
+  es = null
+  aiLoading.value = false
+}
+
+async function askAI() {
+  if (!score.value) return
+  closeAI()
+  aiLoading.value = true
+  aiContent.value = ''
+  aiError.value = ''
+
+  const url = `/api/v1/ai/analyze?ts_code=${encodeURIComponent(score.value.ts_code)}&trade_date=${encodeURIComponent(score.value.trade_date)}`
+  es = new EventSource(url)
+  es.addEventListener('token', (e) => {
+    aiContent.value += e.data
+  })
+  es.addEventListener('error', (e) => {
+    aiError.value = (e as any)?.data || '请求失败'
+    closeAI()
+  })
+  es.addEventListener('done', () => {
+    closeAI()
+  })
+  es.onerror = () => {
+    if (!aiContent.value) aiError.value = '连接中断'
+    closeAI()
+  }
+}
+
 const visible = computed({
   get: () => props.scoreId !== null,
   set: (v) => {
@@ -22,6 +59,9 @@ const visible = computed({
 watch(
   () => props.scoreId,
   async (id) => {
+    closeAI()
+    aiContent.value = ''
+    aiError.value = ''
     if (id === null) {
       score.value = null
       return
@@ -59,7 +99,7 @@ const quadrantLabel = (q: string) => {
 </script>
 
 <template>
-  <el-drawer v-model="visible" title="打分明细" :size="isMobile ? '92%' : '680px'" destroy-on-close>
+  <el-drawer v-model="visible" title="打分明细" :size="isMobile ? '92%' : '720px'" destroy-on-close>
     <div v-loading="loading" v-if="score">
       <el-descriptions :column="isMobile ? 1 : 2" border>
         <el-descriptions-item label="品种">{{ parseTsCode(score.ts_code).symbol }}</el-descriptions-item>
@@ -73,11 +113,21 @@ const quadrantLabel = (q: string) => {
         <el-descriptions-item label="信号">
           <el-tag>{{ score.signal }}</el-tag>
         </el-descriptions-item>
-        <el-descriptions-item label="短期(7d × 0.4)">{{ score.short_term.toFixed(2) }}</el-descriptions-item>
+        <el-descriptions-item label="短期(7d)">{{ score.short_term.toFixed(2) }}</el-descriptions-item>
-        <el-descriptions-item label="中期(15d × 0.35)">{{ score.medium_term.toFixed(2) }}</el-descriptions-item>
+        <el-descriptions-item label="中期(15d)">{{ score.medium_term.toFixed(2) }}</el-descriptions-item>
-        <el-descriptions-item label="长期(30d × 0.25)" :span="isMobile ? 1 : 2">
+        <el-descriptions-item label="长期(30d)" :span="isMobile ? 1 : 2">
           {{ score.long_term.toFixed(2) }}
         </el-descriptions-item>
+        <el-descriptions-item v-if="score.detail?.composite_delta != null" label="Δ1d">
+          <span :style="{ color: score.detail.composite_delta >= 0 ? '#e4393c' : '#1ca11c' }">
+            {{ score.detail.composite_delta >= 0 ? '+' : '' }}{{ score.detail.composite_delta.toFixed(1) }}
+          </span>
+        </el-descriptions-item>
+        <el-descriptions-item v-if="score.detail?.composite_delta_5d != null" label="Δ5d">
+          <span :style="{ color: score.detail.composite_delta_5d >= 0 ? '#e4393c' : '#1ca11c' }">
+            {{ score.detail.composite_delta_5d >= 0 ? '+' : '' }}{{ score.detail.composite_delta_5d.toFixed(1) }}
+          </span>
+        </el-descriptions-item>
       </el-descriptions>
 
       <h4 class="section">短期 7 日逐日打分</h4>
@@ -119,7 +169,7 @@ const quadrantLabel = (q: string) => {
         </el-table>
       </div>
 
-      <h4 class="section">中期(15d)细节</h4>
+      <h4 class="section">中期(15d)资金意愿</h4>
       <el-descriptions :column="isMobile ? 1 : 2" border v-if="score.detail?.medium_detail">
         <el-descriptions-item label="价格收益率">
           {{ score.detail.medium_detail.price_return_pct.toFixed(2) }}%
@@ -127,19 +177,25 @@ const quadrantLabel = (q: string) => {
         <el-descriptions-item label="价格信号分">
           {{ score.detail.medium_detail.price_signal.toFixed(2) }}
         </el-descriptions-item>
-        <el-descriptions-item label="增仓上涨日">
+        <el-descriptions-item label="增仓上涨">
-          {{ score.detail.medium_detail.long_up_days }}
+          {{ score.detail.medium_detail.accumulation_days }} 天
         </el-descriptions-item>
-        <el-descriptions-item label="增仓下跌日">
+        <el-descriptions-item label="增仓下跌">
-          {{ score.detail.medium_detail.long_down_days }}
+          {{ score.detail.medium_detail.distribution_days }} 天
+        </el-descriptions-item>
+        <el-descriptions-item label="减仓上涨">
+          {{ score.detail.medium_detail.covering_days }} 天
+        </el-descriptions-item>
+        <el-descriptions-item label="减仓下跌">
+          {{ score.detail.medium_detail.liquidation_days }} 天
         </el-descriptions-item>
         <el-descriptions-item label="资金意愿分" :span="isMobile ? 1 : 2">
           {{ score.detail.medium_detail.fund_signal.toFixed(1) }}
-          <span class="formula-hint">(50 + (增仓涨 - 增仓跌)/{{ score.detail.medium_detail.window ?? 15 }} × 50)</span>
+          <span class="formula-hint">(四象限加权合成)</span>
         </el-descriptions-item>
       </el-descriptions>
 
-      <h4 class="section">长期(30d)细节</h4>
+      <h4 class="section">长期(30d)结构</h4>
       <el-descriptions :column="isMobile ? 1 : 2" border v-if="score.detail?.long_detail">
         <el-descriptions-item label="OI 趋势分">
           {{ score.detail.long_detail.oi_score?.toFixed(1) ?? '-' }}
@@ -155,14 +211,14 @@ const quadrantLabel = (q: string) => {
         <el-descriptions-item label="30 日前收盘">
           {{ score.detail.long_detail.price_before_30d?.toFixed(2) ?? '-' }}
         </el-descriptions-item>
-        <el-descriptions-item label="30 日均持仓">
+        <el-descriptions-item label="当前 OI">
-          {{ score.detail.long_detail.avg_oi.toFixed(0) }}
+          {{ score.detail.long_detail.oi_now?.toFixed(0) ?? '-' }}
         </el-descriptions-item>
-        <el-descriptions-item label="30 日前持仓">
+        <el-descriptions-item label="30 日前 OI">
-          {{ score.detail.long_detail.oi_before.toFixed(0) }}
+          {{ score.detail.long_detail.oi_before?.toFixed(0) ?? '-' }}
         </el-descriptions-item>
         <el-descriptions-item label="OI 变化幅度" :span="isMobile ? 1 : 2">
-          {{ score.detail.long_detail.change_pct.toFixed(2) }}%
+          {{ score.detail.long_detail.oi_change_pct?.toFixed(2) ?? '-' }}%
         </el-descriptions-item>
       </el-descriptions>
 
@@ -174,10 +230,57 @@ const quadrantLabel = (q: string) => {
         <el-descriptions-item label="ATR%">
           {{ (score.detail.volatility.atr_pct * 100).toFixed(2) }}%
         </el-descriptions-item>
-        <el-descriptions-item label="波动率惩罚系数" :span="isMobile ? 1 : 2">
+        <el-descriptions-item label="综合波动风险" v-if="score.detail.volatility.vol_risk !== undefined">
+          {{ (score.detail.volatility.vol_risk * 100).toFixed(2) }}%
+        </el-descriptions-item>
+        <el-descriptions-item label="惩罚系数">
           {{ score.detail.volatility.vol_penalty.toFixed(3) }}
         </el-descriptions-item>
       </el-descriptions>
+
+      <template v-if="score.detail?.adaptive_weights">
+        <h4 class="section">自适应权重</h4>
+        <el-descriptions :column="isMobile ? 1 : 2" border>
+          <el-descriptions-item label="趋势强度">
+            {{ score.detail.adaptive_weights.trend_strength.toFixed(2) }}
+          </el-descriptions-item>
+          <el-descriptions-item label="趋势因子">
+            {{ (score.detail.adaptive_weights.trend_factor * 100).toFixed(0) }}%
+          </el-descriptions-item>
+          <el-descriptions-item label="短期权重">
+            {{ (score.detail.adaptive_weights.w_short * 100).toFixed(0) }}%
+          </el-descriptions-item>
+          <el-descriptions-item label="中期权重">
+            {{ (score.detail.adaptive_weights.w_medium * 100).toFixed(0) }}%
+          </el-descriptions-item>
+          <el-descriptions-item label="长期权重" :span="isMobile ? 1 : 2">
+            {{ (score.detail.adaptive_weights.w_long * 100).toFixed(0) }}%
+          </el-descriptions-item>
+        </el-descriptions>
+      </template>
+
+      <el-divider />
+
+      <div class="ai-section">
+        <div v-if="!aiLoading && !aiContent && !aiError">
+          <el-button type="primary" :loading="aiLoading" @click="askAI">
+            🤖 AI 分析当前打分
+          </el-button>
+        </div>
+        <div v-if="aiLoading || aiContent" class="ai-card">
+          <div class="ai-header">
+            <span>🤖 AI 分析</span>
+            <el-button text size="small" @click="closeAI" v-if="aiLoading">取消</el-button>
+          </div>
+          <div class="ai-body">
+            <div v-if="aiContent" class="ai-text" v-html="aiContent.replace(/\n/g, '<br>')"></div>
+            <div v-if="aiError" class="ai-error">{{ aiError }}</div>
+            <div v-if="aiLoading && !aiContent" class="ai-loading">
+              <el-icon class="is-loading"><span>⏳</span></el-icon> 正在分析...
+            </div>
+          </div>
+        </div>
+      </div>
     </div>
   </el-drawer>
 </template>
@@ -197,4 +300,34 @@ const quadrantLabel = (q: string) => {
   font-size: 12px;
   margin-left: 6px;
 }
+.ai-section {
+  margin-top: 4px;
+}
+.ai-card {
+  border: 1px solid var(--el-border-color);
+  border-radius: 6px;
+  margin-top: 8px;
+  overflow: hidden;
+}
+.ai-header {
+  display: flex;
+  justify-content: space-between;
+  align-items: center;
+  padding: 8px 12px;
+  background: var(--el-fill-color-light);
+  font-weight: 600;
+}
+.ai-body {
+  padding: 12px;
+}
+.ai-text {
+  line-height: 1.8;
+  white-space: pre-wrap;
+}
+.ai-error {
+  color: var(--el-color-danger);
+}
+.ai-loading {
+  color: var(--el-text-color-secondary);
+}
 </style>

web/frontend/src/views/AdminUsersView.vue

@@ -8,6 +8,7 @@ import {
   updateUser,
   type AdminUser,
 } from '@/api/users'
+import { getLLMConfig, saveLLMConfig, type LLMConfig } from '@/api/admin'
 import { useAuthStore } from '@/stores/auth'
 
 const auth = useAuthStore()
@@ -27,6 +28,52 @@ const resetDialog = reactive({
   password: '',
 })
 
+// LLM 配置
+const llmCfg = reactive({
+  base_url: 'https://api.deepseek.com/v1',
+  api_key: '',
+  model: 'deepseek-chat',
+  has_api_key: false,
+  saving: false,
+  loading: false,
+})
+
+async function loadLLMConfig() {
+  llmCfg.loading = true
+  try {
+    const cfg = await getLLMConfig()
+    llmCfg.base_url = cfg.base_url
+    llmCfg.api_key = cfg.api_key || ''
+    llmCfg.model = cfg.model
+    llmCfg.has_api_key = cfg.has_api_key
+  } catch {
+    // ignore
+  } finally {
+    llmCfg.loading = false
+  }
+}
+
+async function submitLLMConfig() {
+  if (!llmCfg.base_url.trim()) {
+    ElMessage.warning('API 地址不能为空')
+    return
+  }
+  llmCfg.saving = true
+  try {
+    await saveLLMConfig({
+      base_url: llmCfg.base_url.trim(),
+      api_key: llmCfg.api_key.trim(),
+      model: llmCfg.model.trim(),
+    })
+    ElMessage.success('LLM 配置已保存')
+    await loadLLMConfig()
+  } catch (e: any) {
+    ElMessage.error(e?.response?.data?.error || '保存失败')
+  } finally {
+    llmCfg.saving = false
+  }
+}
+
 async function reload() {
   loading.value = true
   try {
@@ -91,7 +138,10 @@ async function remove(u: AdminUser) {
   await reload()
 }
 
-onMounted(reload)
+onMounted(() => {
+  reload()
+  loadLLMConfig()
+})
 </script>
 
 <template>
@@ -145,6 +195,38 @@ onMounted(reload)
       </el-table>
     </div>
 
+    <el-card shadow="never">
+      <template #header>
+        <div class="card-header">
+          <span>🤖 LLM 配置</span>
+          <el-tag :type="llmCfg.has_api_key ? 'success' : 'warning'" size="small">
+            {{ llmCfg.has_api_key ? '已配置' : '未配置' }}
+          </el-tag>
+        </div>
+      </template>
+      <el-form label-width="100px" v-loading="llmCfg.loading" @submit.prevent>
+        <el-form-item label="API 地址">
+          <el-input v-model="llmCfg.base_url" placeholder="https://api.deepseek.com/v1" />
+        </el-form-item>
+        <el-form-item label="API Key">
+          <el-input
+            v-model="llmCfg.api_key"
+            type="password"
+            show-password
+            placeholder="sk-..."
+          />
+        </el-form-item>
+        <el-form-item label="模型">
+          <el-input v-model="llmCfg.model" placeholder="deepseek-chat" />
+        </el-form-item>
+        <el-form-item>
+          <el-button type="primary" :loading="llmCfg.saving" @click="submitLLMConfig">
+            保存配置
+          </el-button>
+        </el-form-item>
+      </el-form>
+    </el-card>
+
     <el-dialog v-model="createDialog.visible" title="新建账号" width="420px">
       <el-form label-width="80px">
         <el-form-item label="用户名">
@@ -197,6 +279,11 @@ onMounted(reload)
   align-items: center;
   color: var(--el-text-color-regular);
 }
+.card-header {
+  display: flex;
+  justify-content: space-between;
+  align-items: center;
+}
 .table-wrapper {
   background: var(--el-bg-color);
   border-radius: 4px;