feat: initial commit - EvoTraders project
量化交易多智能体系统，包含： - 分析师、投资组合经理、风险经理等智能体 - 股票分析、投资组合管理、风险控制工具 - React 前端界面 - FastAPI 后端服务 Co-Authored-By: Claude <noreply@anthropic.com>
This commit is contained in:
348
backend/utils/terminal_dashboard.py
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348
backend/utils/terminal_dashboard.py
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# -*- coding: utf-8 -*-
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"""
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Terminal Dashboard - Persistent unified panel using Rich Live
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"""
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# pylint: disable=R0915,R0912
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import logging
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import threading
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import time
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from typing import Any, Dict, List, Optional
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from rich.console import Console
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from rich.live import Live
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from rich.panel import Panel
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from rich.table import Table
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logger = logging.getLogger(__name__)
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class TerminalDashboard:
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"""Unified persistent terminal dashboard"""
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def __init__(self, console: Console = None):
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self.console = console or Console()
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self.live: Optional[Live] = None
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# Config state
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self.mode = "live"
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self.config_name = ""
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self.host = "0.0.0.0"
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self.port = 8765
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self.poll_interval = 10
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self.trigger_time = "now"
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self.mock = False
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self.enable_memory = False
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self.local_time = ""
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self.nyse_time = ""
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self.start_date = ""
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self.end_date = ""
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self.tickers: List[str] = []
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self.initial_cash = 100000.0
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# Trading state
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self.current_date = "-"
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self.status = "Initializing"
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self.total_value = 0.0
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self.cash = 0.0
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self.pnl_pct = 0.0
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self.holdings: List[Dict] = []
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self.trades: List[Dict] = []
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self.days_completed = 0
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self.days_total = 0
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# Progress message (last line)
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self.progress = ""
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self._dots_index = 0
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self._animator_running = False
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self._animator_thread: Optional[threading.Thread] = None
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def set_config(
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self,
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mode: str,
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config_name: str,
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host: str,
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port: int,
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poll_interval: int,
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trigger_time: str = "now",
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mock: bool = False,
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enable_memory: bool = False,
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local_time: str = "",
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nyse_time: str = "",
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start_date: str = "",
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end_date: str = "",
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tickers: List[str] = None,
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initial_cash: float = 100000.0,
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):
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"""Set configuration state"""
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self.mode = mode
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self.config_name = config_name
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self.host = host
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self.port = port
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self.poll_interval = poll_interval
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self.trigger_time = trigger_time
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self.mock = mock
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self.enable_memory = enable_memory
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self.local_time = local_time
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self.nyse_time = nyse_time
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self.start_date = start_date
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self.end_date = end_date
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self.tickers = tickers or []
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self.initial_cash = initial_cash
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self.total_value = initial_cash
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self.cash = initial_cash
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def _build_panel(self) -> Panel:
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"""Build the unified dashboard panel"""
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# Main grid
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main_table = Table.grid(padding=(0, 2))
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main_table.add_column(width=28)
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main_table.add_column(width=22)
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main_table.add_column(width=22)
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# Left: Config + Status
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left = Table.grid(padding=(0, 0))
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left.add_column()
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# Mode line
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if self.mode == "backtest":
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mode_str = "[cyan]Backtest[/cyan]"
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elif self.mock:
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mode_str = "[yellow]MOCK[/yellow]"
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else:
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mode_str = "[green]LIVE[/green]"
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left.add_row(f"[bold]Mode:[/bold] {mode_str}")
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left.add_row(f"[dim]Config:[/dim] {self.config_name}")
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left.add_row(f"[dim]Server:[/dim] {self.host}:{self.port}")
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if self.mode == "live" and self.nyse_time:
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left.add_row(f"[dim]NYSE:[/dim] {self.nyse_time[:19]}")
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trigger_display = (
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"[green]NOW[/green]"
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if self.trigger_time == "now"
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else self.trigger_time
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)
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left.add_row(f"[dim]Trigger:[/dim] {trigger_display}")
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# Status
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left.add_row("")
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status_style = "green" if self.status == "Running" else "yellow"
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left.add_row(
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"[bold]Status:[/bold] "
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f"[{status_style}]{self.status}[/{status_style}]",
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)
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if self.mode == "backtest":
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left.add_row(
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f"[dim]Backtesting Period:[/dim] {self.days_total} days\n"
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f" {self.start_date} -> {self.end_date}",
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)
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left.add_row(f"[dim]Current Date:[/dim] {self.current_date}")
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# Middle: Portfolio
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mid = Table.grid(padding=(0, 0))
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mid.add_column()
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pnl_style = "green" if self.pnl_pct >= 0 else "red"
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mid.add_row("[bold]Portfolio[/bold]")
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mid.add_row(f"NAV: [bold]${self.total_value:,.0f}[/bold]")
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mid.add_row(f"Cash: ${self.cash:,.0f}")
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mid.add_row(f"P&L: [{pnl_style}]{self.pnl_pct:+.2f}%[/{pnl_style}]")
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# Positions
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mid.add_row("")
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mid.add_row("[bold]Positions[/bold]")
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stock_holdings = [
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h for h in self.holdings if h.get("ticker") != "CASH"
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]
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if stock_holdings:
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for h in stock_holdings[:7]:
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qty = h.get("quantity", 0)
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ticker = h.get("ticker", "")[:5]
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val = h.get("marketValue", 0)
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qty_str = f"{qty:+d}" if qty != 0 else "0"
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mid.add_row(
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f"[cyan]{ticker:<5}[/cyan] {qty_str:>5} ${val:>7,.0f}",
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)
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if len(stock_holdings) > 7:
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mid.add_row(f"[dim]+{len(stock_holdings) - 7} more[/dim]")
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else:
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mid.add_row("[dim]No positions[/dim]")
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# Right: Recent Trades
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right = Table.grid(padding=(0, 0))
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right.add_column()
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right.add_row("[bold]Recent Trades[/bold]")
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if self.trades:
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for t in self.trades[:10]:
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side = t.get("side", "")
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ticker = t.get("ticker", "")[:5]
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qty = t.get("qty", 0)
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if side == "LONG":
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side_str = "[green]L[/green]"
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elif side == "SHORT":
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side_str = "[red]S[/red]"
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else:
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side_str = "[dim]H[/dim]"
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right.add_row(f"{side_str} [cyan]{ticker:<5}[/cyan] {qty:>4}")
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if len(self.trades) > 10:
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right.add_row(f"[dim]+{len(self.trades) - 10} more[/dim]")
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else:
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right.add_row("[dim]No trades[/dim]")
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main_table.add_row(left, mid, right)
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# Outer table to add progress line at bottom
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outer = Table.grid(padding=(0, 0))
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outer.add_column()
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outer.add_row(main_table)
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# Progress line (last row) with animated dots
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if self.progress:
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DOTS_FRAMES = [" ", ". ", ".. ", "..."]
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dots = DOTS_FRAMES[self._dots_index % len(DOTS_FRAMES)]
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outer.add_row("")
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outer.add_row(f"[dim]> {self.progress}{dots}[/dim]")
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# Build panel
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title = "[bold cyan]EvoTraders[/bold cyan]"
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if self.mode == "backtest":
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title += " [dim]Backtest[/dim]"
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elif self.mock:
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title += " [dim]Mock[/dim]"
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else:
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title += " [dim]Live[/dim]"
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return Panel(
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outer,
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title=title,
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border_style="cyan",
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padding=(0, 1),
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)
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def _run_animator(self):
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"""Background thread to animate the dots"""
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while self._animator_running:
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time.sleep(0.3)
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if self.progress and self.live:
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self._dots_index += 1
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self.live.update(self._build_panel())
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def start(self):
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"""Start the live dashboard display"""
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self.live = Live(
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self._build_panel(),
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console=self.console,
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refresh_per_second=4,
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vertical_overflow="visible",
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)
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self.live.start()
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# Start animator thread
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self._animator_running = True
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self._animator_thread = threading.Thread(
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target=self._run_animator,
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daemon=True,
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)
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self._animator_thread.start()
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def stop(self):
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"""Stop the live dashboard"""
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self._animator_running = False
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if self._animator_thread:
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self._animator_thread.join(timeout=0.5)
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self._animator_thread = None
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if self.live:
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self.live.stop()
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self.live = None
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def update(
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self,
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date: str = None,
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status: str = None,
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portfolio: Dict[str, Any] = None,
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holdings: List[Dict] = None,
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trades: List[Dict] = None,
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days_completed: int = None,
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days_total: int = None,
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):
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"""Update dashboard state and refresh display"""
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if date:
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self.current_date = date
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if status:
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self.status = status
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if days_completed is not None:
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self.days_completed = days_completed
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if days_total is not None:
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self.days_total = days_total
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if portfolio:
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self.total_value = portfolio.get(
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"totalAssetValue",
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0,
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) or portfolio.get(
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"total_value",
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self.initial_cash,
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)
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self.cash = portfolio.get("cashPosition", 0) or portfolio.get(
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"cash",
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self.initial_cash,
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)
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if self.total_value > 0 and self.initial_cash > 0:
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self.pnl_pct = (
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(self.total_value - self.initial_cash) / self.initial_cash
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) * 100
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if holdings is not None:
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self.holdings = holdings
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if trades is not None:
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self.trades = trades
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if self.live:
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self.live.update(self._build_panel())
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def log(self, msg: str, also_log: bool = True):
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"""
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Update progress message and refresh panel
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Args:
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msg: Progress message to display
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also_log: Whether to also write to logger (default True)
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"""
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self.progress = msg
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if also_log:
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logger.info(msg)
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if self.live:
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self.live.update(self._build_panel())
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def print_final_summary(self):
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"""Print final summary when dashboard stops"""
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pnl_style = "green" if self.pnl_pct >= 0 else "red"
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if self.mode == "backtest":
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msg = (
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f"[bold]Backtest Complete[/bold] | "
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f"Days: {self.days_completed} | "
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f"NAV: ${self.total_value:,.0f} | "
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f"Return: [{pnl_style}]{self.pnl_pct:+.2f}%[/{pnl_style}]"
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)
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else:
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msg = (
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f"[bold]Session End[/bold] | "
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f"NAV: ${self.total_value:,.0f} | "
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f"P&L: [{pnl_style}]{self.pnl_pct:+.2f}%[/{pnl_style}]"
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)
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self.console.print(Panel(msg, border_style="green"))
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# Global instance
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_dashboard: Optional[TerminalDashboard] = None
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def get_dashboard() -> TerminalDashboard:
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"""Get or create global dashboard instance"""
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global _dashboard
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if _dashboard is None:
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_dashboard = TerminalDashboard()
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return _dashboard
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