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feat: 创建组合选择策略时自动带入策略配置的标的作为初始持仓

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claw_bot 2026-03-10 05:42:45 +00:00
parent 1a529387e7
commit 02c0864393
1 changed files with 48 additions and 1 deletions
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49
AssetManager.Services/PortfolioService.cs
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@ -36,8 +36,55 @@ public class PortfolioService : IPortfolioService
_db.Insertable(portfolio).ExecuteCommand();
// 如果选择了策略，自动加载策略配置的标的作为初始持仓
var strategyStocks = new List<StockItem>();
if (!string.IsNullOrEmpty(request.strategyId))
{
var strategy = _db.Queryable<Strategy>()
.Where(s => s.Id == request.strategyId && s.UserId == userId)
.First();
if (strategy != null && !string.IsNullOrEmpty(strategy.Config))
{
try
{
// 风险平价策略
if (strategy.Type?.Equals("risk_parity", StringComparison.OrdinalIgnoreCase) == true)
{
var config = System.Text.Json.JsonSerializer.Deserialize<RiskParityConfig>(strategy.Config);
if (config?.Assets != null)
{
foreach (var asset in config.Assets)
{
if (!string.IsNullOrEmpty(asset.Symbol))
{
strategyStocks.Add(new StockItem
{
code = asset.Symbol,
name = asset.Symbol,
price = 0, // 价格留空，用户后续填写
amount = 0, // 数量留空，用户后续填写
currency = request.currency,
assetType = "Stock"
});
}
}
}
}
// 其他策略类型可以在这里扩展
}
catch (Exception ex)
{
_logger.LogError(ex, "解析策略配置失败，策略ID: {StrategyId}", request.strategyId);
}
}
}
// 合并用户传入的持仓和策略自动生成的持仓
var allStocks = (request.stocks ?? new List<StockItem>()).Concat(strategyStocks).DistinctBy(s => s.code).ToList();
// 创建初始持仓
foreach (var stock in request.stocks ?? new List<StockItem>())
foreach (var stock in allStocks)
{
if (stock.code == null || stock.name == null)
{