Files
nofx/manager/trader_manager.go
tinkle-community 1ea1234c64 Feature/custom strategy (#1172)
* feat: add Strategy Studio with multi-timeframe support

- Add Strategy Studio page with three-column layout for strategy management
- Support multi-timeframe K-line data selection (5m, 15m, 1h, 4h, etc.)
- Add GetWithTimeframes() function in market package for fetching multiple timeframes
- Add TimeframeSeriesData struct for storing per-timeframe technical indicators
- Update formatMarketData() to display all selected timeframes in AI prompt
- Add strategy API endpoints for CRUD operations and test run
- Integrate real AI test runs with configured AI models
- Support custom AI500 and OI Top API URLs from strategy config

* docs: add Strategy Studio screenshot to README files

* fix: correct strategy-studio.png filename case in README

* refactor: remove legacy signal source config and simplify trader creation

- Remove signal source configuration from traders page (now handled by strategy)
- Remove advanced options (legacy config) from TraderConfigModal
- Rename default strategy to "默认山寨策略" with AI500 coin pool URL
- Delete SignalSourceModal and SignalSourceWarning components
- Clean up related stores, hooks, and page components
2025-12-06 07:20:11 +08:00

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package manager
import (
"context"
"fmt"
"nofx/logger"
"nofx/store"
"nofx/trader"
"sort"
"strconv"
"sync"
"time"
)
// CompetitionCache 竞赛数据缓存
type CompetitionCache struct {
data map[string]interface{}
timestamp time.Time
mu sync.RWMutex
}
// TraderManager 管理多个trader实例
type TraderManager struct {
traders map[string]*trader.AutoTrader // key: trader ID
competitionCache *CompetitionCache
mu sync.RWMutex
}
// NewTraderManager 创建trader管理器
func NewTraderManager() *TraderManager {
return &TraderManager{
traders: make(map[string]*trader.AutoTrader),
competitionCache: &CompetitionCache{
data: make(map[string]interface{}),
},
}
}
// GetTrader 获取指定ID的trader
func (tm *TraderManager) GetTrader(id string) (*trader.AutoTrader, error) {
tm.mu.RLock()
defer tm.mu.RUnlock()
t, exists := tm.traders[id]
if !exists {
return nil, fmt.Errorf("trader ID '%s' 不存在", id)
}
return t, nil
}
// GetAllTraders 获取所有trader
func (tm *TraderManager) GetAllTraders() map[string]*trader.AutoTrader {
tm.mu.RLock()
defer tm.mu.RUnlock()
result := make(map[string]*trader.AutoTrader)
for id, t := range tm.traders {
result[id] = t
}
return result
}
// GetTraderIDs 获取所有trader ID列表
func (tm *TraderManager) GetTraderIDs() []string {
tm.mu.RLock()
defer tm.mu.RUnlock()
ids := make([]string, 0, len(tm.traders))
for id := range tm.traders {
ids = append(ids, id)
}
return ids
}
// StartAll 启动所有trader
func (tm *TraderManager) StartAll() {
tm.mu.RLock()
defer tm.mu.RUnlock()
logger.Info("🚀 启动所有Trader...")
for id, t := range tm.traders {
go func(traderID string, at *trader.AutoTrader) {
logger.Infof("▶️ 启动 %s...", at.GetName())
if err := at.Run(); err != nil {
logger.Infof("❌ %s 运行错误: %v", at.GetName(), err)
}
}(id, t)
}
}
// StopAll 停止所有trader
func (tm *TraderManager) StopAll() {
tm.mu.RLock()
defer tm.mu.RUnlock()
logger.Info("⏹ 停止所有Trader...")
for _, t := range tm.traders {
t.Stop()
}
}
// GetComparisonData 获取对比数据
func (tm *TraderManager) GetComparisonData() (map[string]interface{}, error) {
tm.mu.RLock()
defer tm.mu.RUnlock()
comparison := make(map[string]interface{})
traders := make([]map[string]interface{}, 0, len(tm.traders))
for _, t := range tm.traders {
account, err := t.GetAccountInfo()
if err != nil {
continue
}
status := t.GetStatus()
traders = append(traders, map[string]interface{}{
"trader_id": t.GetID(),
"trader_name": t.GetName(),
"ai_model": t.GetAIModel(),
"exchange": t.GetExchange(),
"total_equity": account["total_equity"],
"total_pnl": account["total_pnl"],
"total_pnl_pct": account["total_pnl_pct"],
"position_count": account["position_count"],
"margin_used_pct": account["margin_used_pct"],
"call_count": status["call_count"],
"is_running": status["is_running"],
})
}
comparison["traders"] = traders
comparison["count"] = len(traders)
return comparison, nil
}
// GetCompetitionData 获取竞赛数据(全平台所有交易员)
func (tm *TraderManager) GetCompetitionData() (map[string]interface{}, error) {
// 检查缓存是否有效30秒内
tm.competitionCache.mu.RLock()
if time.Since(tm.competitionCache.timestamp) < 30*time.Second && len(tm.competitionCache.data) > 0 {
// 返回缓存数据
cachedData := make(map[string]interface{})
for k, v := range tm.competitionCache.data {
cachedData[k] = v
}
tm.competitionCache.mu.RUnlock()
logger.Infof("📋 返回竞赛数据缓存 (缓存时间: %.1fs)", time.Since(tm.competitionCache.timestamp).Seconds())
return cachedData, nil
}
tm.competitionCache.mu.RUnlock()
tm.mu.RLock()
// 获取所有交易员列表
allTraders := make([]*trader.AutoTrader, 0, len(tm.traders))
for _, t := range tm.traders {
allTraders = append(allTraders, t)
}
tm.mu.RUnlock()
logger.Infof("🔄 重新获取竞赛数据,交易员数量: %d", len(allTraders))
// 并发获取交易员数据
traders := tm.getConcurrentTraderData(allTraders)
// 按收益率排序(降序)
sort.Slice(traders, func(i, j int) bool {
pnlPctI, okI := traders[i]["total_pnl_pct"].(float64)
pnlPctJ, okJ := traders[j]["total_pnl_pct"].(float64)
if !okI {
pnlPctI = 0
}
if !okJ {
pnlPctJ = 0
}
return pnlPctI > pnlPctJ
})
// 限制返回前50名
totalCount := len(traders)
limit := 50
if len(traders) > limit {
traders = traders[:limit]
}
comparison := make(map[string]interface{})
comparison["traders"] = traders
comparison["count"] = len(traders)
comparison["total_count"] = totalCount // 总交易员数量
// 更新缓存
tm.competitionCache.mu.Lock()
tm.competitionCache.data = comparison
tm.competitionCache.timestamp = time.Now()
tm.competitionCache.mu.Unlock()
return comparison, nil
}
// getConcurrentTraderData 并发获取多个交易员的数据
func (tm *TraderManager) getConcurrentTraderData(traders []*trader.AutoTrader) []map[string]interface{} {
type traderResult struct {
index int
data map[string]interface{}
}
// 创建结果通道
resultChan := make(chan traderResult, len(traders))
// 并发获取每个交易员的数据
for i, t := range traders {
go func(index int, trader *trader.AutoTrader) {
// 设置单个交易员的超时时间为3秒
ctx, cancel := context.WithTimeout(context.Background(), 3*time.Second)
defer cancel()
// 使用通道来实现超时控制
accountChan := make(chan map[string]interface{}, 1)
errorChan := make(chan error, 1)
go func() {
account, err := trader.GetAccountInfo()
if err != nil {
errorChan <- err
} else {
accountChan <- account
}
}()
status := trader.GetStatus()
var traderData map[string]interface{}
select {
case account := <-accountChan:
// 成功获取账户信息
traderData = map[string]interface{}{
"trader_id": trader.GetID(),
"trader_name": trader.GetName(),
"ai_model": trader.GetAIModel(),
"exchange": trader.GetExchange(),
"total_equity": account["total_equity"],
"total_pnl": account["total_pnl"],
"total_pnl_pct": account["total_pnl_pct"],
"position_count": account["position_count"],
"margin_used_pct": account["margin_used_pct"],
"is_running": status["is_running"],
"system_prompt_template": trader.GetSystemPromptTemplate(),
}
case err := <-errorChan:
// 获取账户信息失败
logger.Infof("⚠️ 获取交易员 %s 账户信息失败: %v", trader.GetID(), err)
traderData = map[string]interface{}{
"trader_id": trader.GetID(),
"trader_name": trader.GetName(),
"ai_model": trader.GetAIModel(),
"exchange": trader.GetExchange(),
"total_equity": 0.0,
"total_pnl": 0.0,
"total_pnl_pct": 0.0,
"position_count": 0,
"margin_used_pct": 0.0,
"is_running": status["is_running"],
"system_prompt_template": trader.GetSystemPromptTemplate(),
"error": "账户数据获取失败",
}
case <-ctx.Done():
// 超时
logger.Infof("⏰ 获取交易员 %s 账户信息超时", trader.GetID())
traderData = map[string]interface{}{
"trader_id": trader.GetID(),
"trader_name": trader.GetName(),
"ai_model": trader.GetAIModel(),
"exchange": trader.GetExchange(),
"total_equity": 0.0,
"total_pnl": 0.0,
"total_pnl_pct": 0.0,
"position_count": 0,
"margin_used_pct": 0.0,
"is_running": status["is_running"],
"system_prompt_template": trader.GetSystemPromptTemplate(),
"error": "获取超时",
}
}
resultChan <- traderResult{index: index, data: traderData}
}(i, t)
}
// 收集所有结果
results := make([]map[string]interface{}, len(traders))
for i := 0; i < len(traders); i++ {
result := <-resultChan
results[result.index] = result.data
}
return results
}
// GetTopTradersData 获取前5名交易员数据用于表现对比
func (tm *TraderManager) GetTopTradersData() (map[string]interface{}, error) {
// 复用竞赛数据缓存因为前5名是从全部数据中筛选出来的
competitionData, err := tm.GetCompetitionData()
if err != nil {
return nil, err
}
// 从竞赛数据中提取前5名
allTraders, ok := competitionData["traders"].([]map[string]interface{})
if !ok {
return nil, fmt.Errorf("竞赛数据格式错误")
}
// 限制返回前5名
limit := 5
topTraders := allTraders
if len(allTraders) > limit {
topTraders = allTraders[:limit]
}
result := map[string]interface{}{
"traders": topTraders,
"count": len(topTraders),
}
return result, nil
}
// RemoveTrader 从内存中移除指定的trader不影响数据库
// 用于更新trader配置时强制重新加载
func (tm *TraderManager) RemoveTrader(traderID string) {
tm.mu.Lock()
defer tm.mu.Unlock()
if _, exists := tm.traders[traderID]; exists {
delete(tm.traders, traderID)
logger.Infof("✓ Trader %s 已从内存中移除", traderID)
}
}
// LoadUserTradersFromStore 为特定用户从store加载交易员到内存
func (tm *TraderManager) LoadUserTradersFromStore(st *store.Store, userID string) error {
tm.mu.Lock()
defer tm.mu.Unlock()
// 获取指定用户的所有交易员
traders, err := st.Trader().List(userID)
if err != nil {
return fmt.Errorf("获取用户 %s 的交易员列表失败: %w", userID, err)
}
logger.Infof("📋 为用户 %s 加载交易员配置: %d 个", userID, len(traders))
// 获取系统配置
maxDailyLossStr, _ := st.SystemConfig().Get("max_daily_loss")
maxDrawdownStr, _ := st.SystemConfig().Get("max_drawdown")
stopTradingMinutesStr, _ := st.SystemConfig().Get("stop_trading_minutes")
// 解析配置
maxDailyLoss := 10.0 // 默认值
if val, err := strconv.ParseFloat(maxDailyLossStr, 64); err == nil {
maxDailyLoss = val
}
maxDrawdown := 20.0 // 默认值
if val, err := strconv.ParseFloat(maxDrawdownStr, 64); err == nil {
maxDrawdown = val
}
stopTradingMinutes := 60 // 默认值
if val, err := strconv.Atoi(stopTradingMinutesStr); err == nil {
stopTradingMinutes = val
}
// 获取AI模型和交易所列表在循环外只查询一次
aiModels, err := st.AIModel().List(userID)
if err != nil {
logger.Infof("⚠️ 获取用户 %s 的AI模型配置失败: %v", userID, err)
return fmt.Errorf("获取AI模型配置失败: %w", err)
}
exchanges, err := st.Exchange().List(userID)
if err != nil {
logger.Infof("⚠️ 获取用户 %s 的交易所配置失败: %v", userID, err)
return fmt.Errorf("获取交易所配置失败: %w", err)
}
// 为每个交易员加载配置
for _, traderCfg := range traders {
// 检查是否已经加载过这个交易员
if _, exists := tm.traders[traderCfg.ID]; exists {
logger.Infof("⚠️ 交易员 %s 已经加载,跳过", traderCfg.Name)
continue
}
// 从已查询的列表中查找AI模型配置
var aiModelCfg *store.AIModel
for _, model := range aiModels {
if model.ID == traderCfg.AIModelID {
aiModelCfg = model
break
}
}
if aiModelCfg == nil {
for _, model := range aiModels {
if model.Provider == traderCfg.AIModelID {
aiModelCfg = model
break
}
}
}
if aiModelCfg == nil {
logger.Infof("⚠️ 交易员 %s 的AI模型 %s 不存在,跳过", traderCfg.Name, traderCfg.AIModelID)
continue
}
if !aiModelCfg.Enabled {
logger.Infof("⚠️ 交易员 %s 的AI模型 %s 未启用,跳过", traderCfg.Name, traderCfg.AIModelID)
continue
}
// 从已查询的列表中查找交易所配置
var exchangeCfg *store.Exchange
for _, exchange := range exchanges {
if exchange.ID == traderCfg.ExchangeID {
exchangeCfg = exchange
break
}
}
if exchangeCfg == nil {
logger.Infof("⚠️ 交易员 %s 的交易所 %s 不存在,跳过", traderCfg.Name, traderCfg.ExchangeID)
continue
}
if !exchangeCfg.Enabled {
logger.Infof("⚠️ 交易员 %s 的交易所 %s 未启用,跳过", traderCfg.Name, traderCfg.ExchangeID)
continue
}
// 使用现有的方法加载交易员
err = tm.addTraderFromStore(traderCfg, aiModelCfg, exchangeCfg, maxDailyLoss, maxDrawdown, stopTradingMinutes, st)
if err != nil {
logger.Infof("⚠️ 加载交易员 %s 失败: %v", traderCfg.Name, err)
}
}
return nil
}
// LoadTradersFromStore 从store加载所有交易员到内存新版API
func (tm *TraderManager) LoadTradersFromStore(st *store.Store) error {
tm.mu.Lock()
defer tm.mu.Unlock()
// 获取所有用户
userIDs, err := st.User().GetAllIDs()
if err != nil {
return fmt.Errorf("获取用户列表失败: %w", err)
}
logger.Infof("📋 发现 %d 个用户,开始加载所有交易员配置...", len(userIDs))
var allTraders []*store.Trader
for _, userID := range userIDs {
// 获取每个用户的交易员
traders, err := st.Trader().List(userID)
if err != nil {
logger.Infof("⚠️ 获取用户 %s 的交易员失败: %v", userID, err)
continue
}
logger.Infof("📋 用户 %s: %d 个交易员", userID, len(traders))
allTraders = append(allTraders, traders...)
}
logger.Infof("📋 总共加载 %d 个交易员配置", len(allTraders))
// 获取系统配置
maxDailyLossStr, _ := st.SystemConfig().Get("max_daily_loss")
maxDrawdownStr, _ := st.SystemConfig().Get("max_drawdown")
stopTradingMinutesStr, _ := st.SystemConfig().Get("stop_trading_minutes")
// 解析配置
maxDailyLoss := 10.0 // 默认值
if val, err := strconv.ParseFloat(maxDailyLossStr, 64); err == nil {
maxDailyLoss = val
}
maxDrawdown := 20.0 // 默认值
if val, err := strconv.ParseFloat(maxDrawdownStr, 64); err == nil {
maxDrawdown = val
}
stopTradingMinutes := 60 // 默认值
if val, err := strconv.Atoi(stopTradingMinutesStr); err == nil {
stopTradingMinutes = val
}
// 为每个交易员获取AI模型和交易所配置
for _, traderCfg := range allTraders {
// 获取AI模型配置
aiModels, err := st.AIModel().List(traderCfg.UserID)
if err != nil {
logger.Infof("⚠️ 获取AI模型配置失败: %v", err)
continue
}
var aiModelCfg *store.AIModel
// 优先精确匹配 model.ID
for _, model := range aiModels {
if model.ID == traderCfg.AIModelID {
aiModelCfg = model
break
}
}
// 如果没有精确匹配,尝试匹配 provider兼容旧数据
if aiModelCfg == nil {
for _, model := range aiModels {
if model.Provider == traderCfg.AIModelID {
aiModelCfg = model
logger.Infof("⚠️ 交易员 %s 使用旧版 provider 匹配: %s -> %s", traderCfg.Name, traderCfg.AIModelID, model.ID)
break
}
}
}
if aiModelCfg == nil {
logger.Infof("⚠️ 交易员 %s 的AI模型 %s 不存在,跳过", traderCfg.Name, traderCfg.AIModelID)
continue
}
if !aiModelCfg.Enabled {
logger.Infof("⚠️ 交易员 %s 的AI模型 %s 未启用,跳过", traderCfg.Name, traderCfg.AIModelID)
continue
}
// 获取交易所配置
exchanges, err := st.Exchange().List(traderCfg.UserID)
if err != nil {
logger.Infof("⚠️ 获取交易所配置失败: %v", err)
continue
}
var exchangeCfg *store.Exchange
for _, exchange := range exchanges {
if exchange.ID == traderCfg.ExchangeID {
exchangeCfg = exchange
break
}
}
if exchangeCfg == nil {
logger.Infof("⚠️ 交易员 %s 的交易所 %s 不存在,跳过", traderCfg.Name, traderCfg.ExchangeID)
continue
}
if !exchangeCfg.Enabled {
logger.Infof("⚠️ 交易员 %s 的交易所 %s 未启用,跳过", traderCfg.Name, traderCfg.ExchangeID)
continue
}
// 添加到TraderManagercoinPoolURL/oiTopURL 已从策略配置中获取)
err = tm.addTraderFromStore(traderCfg, aiModelCfg, exchangeCfg, maxDailyLoss, maxDrawdown, stopTradingMinutes, st)
if err != nil {
logger.Infof("❌ 添加交易员 %s 失败: %v", traderCfg.Name, err)
continue
}
}
logger.Infof("✓ 成功加载 %d 个交易员到内存", len(tm.traders))
return nil
}
// addTraderFromStore 内部方法从store配置添加交易员
func (tm *TraderManager) addTraderFromStore(traderCfg *store.Trader, aiModelCfg *store.AIModel, exchangeCfg *store.Exchange, maxDailyLoss, maxDrawdown float64, stopTradingMinutes int, st *store.Store) error {
if _, exists := tm.traders[traderCfg.ID]; exists {
return fmt.Errorf("trader ID '%s' 已存在", traderCfg.ID)
}
// 加载策略配置(必须有策略)
var strategyConfig *store.StrategyConfig
if traderCfg.StrategyID != "" {
strategy, err := st.Strategy().Get(traderCfg.UserID, traderCfg.StrategyID)
if err != nil {
return fmt.Errorf("交易员 %s 的策略 %s 加载失败: %w", traderCfg.Name, traderCfg.StrategyID, err)
}
// 解析 JSON 配置
strategyConfig, err = strategy.ParseConfig()
if err != nil {
return fmt.Errorf("交易员 %s 的策略配置解析失败: %w", traderCfg.Name, err)
}
logger.Infof("✓ 交易员 %s 加载策略配置: %s", traderCfg.Name, strategy.Name)
} else {
return fmt.Errorf("交易员 %s 未配置策略", traderCfg.Name)
}
// 构建AutoTraderConfigcoinPoolURL/oiTopURL 从策略配置获取,在 StrategyEngine 中使用)
traderConfig := trader.AutoTraderConfig{
ID: traderCfg.ID,
Name: traderCfg.Name,
AIModel: aiModelCfg.Provider,
Exchange: exchangeCfg.ID,
BinanceAPIKey: "",
BinanceSecretKey: "",
HyperliquidPrivateKey: "",
HyperliquidTestnet: exchangeCfg.Testnet,
UseQwen: aiModelCfg.Provider == "qwen",
DeepSeekKey: "",
QwenKey: "",
CustomAPIURL: aiModelCfg.CustomAPIURL,
CustomModelName: aiModelCfg.CustomModelName,
ScanInterval: time.Duration(traderCfg.ScanIntervalMinutes) * time.Minute,
InitialBalance: traderCfg.InitialBalance,
MaxDailyLoss: maxDailyLoss,
MaxDrawdown: maxDrawdown,
StopTradingTime: time.Duration(stopTradingMinutes) * time.Minute,
IsCrossMargin: traderCfg.IsCrossMargin,
StrategyConfig: strategyConfig,
}
// 根据交易所类型设置API密钥
switch exchangeCfg.ID {
case "binance":
traderConfig.BinanceAPIKey = exchangeCfg.APIKey
traderConfig.BinanceSecretKey = exchangeCfg.SecretKey
case "bybit":
traderConfig.BybitAPIKey = exchangeCfg.APIKey
traderConfig.BybitSecretKey = exchangeCfg.SecretKey
case "hyperliquid":
traderConfig.HyperliquidPrivateKey = exchangeCfg.APIKey
traderConfig.HyperliquidWalletAddr = exchangeCfg.HyperliquidWalletAddr
case "aster":
traderConfig.AsterUser = exchangeCfg.AsterUser
traderConfig.AsterSigner = exchangeCfg.AsterSigner
traderConfig.AsterPrivateKey = exchangeCfg.AsterPrivateKey
case "lighter":
traderConfig.LighterPrivateKey = exchangeCfg.LighterPrivateKey
traderConfig.LighterWalletAddr = exchangeCfg.LighterWalletAddr
traderConfig.LighterTestnet = exchangeCfg.Testnet
}
// 根据AI模型设置API密钥
if aiModelCfg.Provider == "qwen" {
traderConfig.QwenKey = aiModelCfg.APIKey
} else if aiModelCfg.Provider == "deepseek" {
traderConfig.DeepSeekKey = aiModelCfg.APIKey
}
// 创建trader实例
at, err := trader.NewAutoTrader(traderConfig, st, traderCfg.UserID)
if err != nil {
return fmt.Errorf("创建trader失败: %w", err)
}
// 设置自定义prompt如果有
if traderCfg.CustomPrompt != "" {
at.SetCustomPrompt(traderCfg.CustomPrompt)
at.SetOverrideBasePrompt(traderCfg.OverrideBasePrompt)
if traderCfg.OverrideBasePrompt {
logger.Infof("✓ 已设置自定义交易策略prompt (覆盖基础prompt)")
} else {
logger.Infof("✓ 已设置自定义交易策略prompt (补充基础prompt)")
}
}
tm.traders[traderCfg.ID] = at
logger.Infof("✓ Trader '%s' (%s + %s) 已加载到内存", traderCfg.Name, aiModelCfg.Provider, exchangeCfg.ID)
return nil
}