AssetManager.UniApp/pages/config/config.vue
claw_bot 1702b88ebf fix: 创建组合时正确传递持仓币种
1. 新增 inferCurrencyFromCode 函数,根据股票代码推断币种
   - .US/.NYSE/.NASDAQ → USD
   - .HK/.HKEX → HKD
   - .SZ/.SH 或 6 位数字 → CNY
   - 加密货币 → USD

2. 搜索股票时映射 priceCurrency 字段
3. 选择股票时保存 currency 到表单
4. 提交时同时传递 assetType 字段
2026-03-25 05:54:15 +00:00

477 lines
18 KiB
Vue
Executable File

<template>
<view class="page-container">
<u-toast ref="uToastRef" />
<!-- 骨架屏 -->
<view v-if="loading" class="section-card">
<view class="skeleton-form-item" v-for="i in 3" :key="i">
<view class="skeleton-label"></view>
<view class="skeleton-input"></view>
</view>
</view>
<view v-if="loading" class="section-card">
<view class="skeleton-form-item" v-for="i in 2" :key="i">
<view class="skeleton-row">
<view class="skeleton-label-sm"></view>
<view class="skeleton-input-sm"></view>
<view class="skeleton-label-sm"></view>
<view class="skeleton-input-sm"></view>
</view>
</view>
</view>
<!-- 真实内容 -->
<view v-else class="section-card">
<view class="card-header">
<view class="header-icon bg-emerald-100">
<uni-icons type="settings" size="18" color="#064E3B"></uni-icons>
</view>
<text class="header-title">基础设置</text>
</view>
<view class="form-item">
<text class="label">组合名称</text>
<input
v-model="form.name"
placeholder="给你的组合起个名字 (如: 养老定投)"
class="native-input"
/>
</view>
<view class="form-item">
<text class="label">选择逻辑模板</text>
<picker @change="onStrategyChange" :value="strategyIndex" :range="strategies" range-key="name">
<view class="picker-box">
<view class="flex-row items-center gap-2" v-if="selectedStrategy">
<view class="strategy-dot" :style="{ backgroundColor: selectedStrategy.color }"></view>
<text class="picker-text">{{ selectedStrategy.name }}</text>
</view>
<text class="picker-placeholder" v-else>点击选择逻辑规则</text>
<uni-icons type="bottom" size="14" color="#9CA3AF"></uni-icons>
</view>
</picker>
<text class="helper-text" v-if="selectedStrategy">{{ selectedStrategy.desc }}</text>
</view>
<view class="form-item">
<text class="label">组合币种</text>
<picker @change="onCurrencyChange" :value="currencyIndex" :range="currencyList" range-key="name">
<view class="picker-box">
<text class="picker-text">{{ currencyList[currencyIndex].name }}</text>
<uni-icons type="bottom" size="14" color="#9CA3AF"></uni-icons>
</view>
</picker>
<text class="helper-text">创建后币种不可修改,所有交易只能使用该币种</text>
</view>
</view>
<view class="section-card">
<view class="card-header">
<view class="flex-row items-center gap-2">
<view class="header-icon bg-blue-100">
<uni-icons type="wallet" size="18" color="#1D4ED8"></uni-icons>
</view>
<text class="header-title">初始化记录</text>
</view>
</view>
<view class="stock-list">
<view class="stock-item" v-for="(item, index) in form.stocks" :key="index">
<view class="item-header">
<text class="item-index">单元 #{{ index + 1 }}</text>
</view>
<view class="item-grid">
<view class="grid-col relative">
<text class="sub-label">单元名称/代码</text>
<input
v-model="item.name"
placeholder="如 TMF"
:disabled="selectedStrategy?.type === 'risk_parity'"
class="native-input-sm"
@input="(e) => searchStock(e.detail.value, index)"
@focus="() => { activeSearchIndex = -1; searchResults = []; }"
/>
<view class="search-dropdown" v-if="searchResults.length > 0 && activeSearchIndex === index">
<view
class="dropdown-item"
v-for="(result, idx) in searchResults.filter(r => r.stockIndex === index)"
:key="idx"
@click="selectStock(result)"
>
<view class="item-left">
<text class="item-ticker">{{ result.ticker }}</text>
<text class="item-type" v-if="result.assetType">{{ result.assetType }}</text>
</view>
<text class="item-exchange">{{ result.exchange }}</text>
</view>
</view>
</view>
<view class="grid-col">
<text class="sub-label">买入均价</text>
<input v-model="item.price" type="number" placeholder="0.00" class="native-input-sm" />
</view>
<view class="grid-col">
<text class="sub-label">持有数量</text>
<input v-model="item.amount" type="number" placeholder="0" class="native-input-sm" />
</view>
</view>
<view class="date-row">
<text class="sub-label">建仓日期</text>
<picker mode="date" :value="item.date" @change="(e) => onDateChange(e, index)">
<view class="date-picker-display">
<text>{{ item.date || '请选择日期' }}</text>
<u-icon name="calendar" size="16" color="#9CA3AF"></u-icon>
</view>
</picker>
</view>
</view>
</view>
</view>
<view class="footer-area">
<view class="total-summary">
<text class="summary-label">预计初始投入</text>
<text class="summary-val">¥ {{ totalInvestment }}</text>
</view>
<u-button
class="btn-submit"
@click="submitForm"
:customStyle="{
backgroundColor: '#064E3B',
color: '#fff',
fontWeight: '700',
borderRadius: '24rpx',
height: '96rpx',
fontSize: '30rpx',
width: '100%',
border: 'none'
}"
>创建组合</u-button>
</view>
</view>
</template>
<script setup lang="ts">
import { ref, computed, getCurrentInstance } from 'vue';
import { onShow } from '@dcloudio/uni-app';
import { api } from '@/utils/api';
// 类型定义
interface StockItem {
name: string;
price: string;
amount: string;
date: string;
assetType?: string;
currency?: string;
}
interface StrategyItem {
id: string;
name: string;
desc?: string;
type: string;
parameters: Record<string, any>;
color: string;
}
interface CurrencyItem {
name: string;
code: string;
}
interface SearchResult {
ticker: string;
name?: string;
exchange?: string;
assetType?: string;
currency?: string;
stockIndex: number;
}
const { proxy } = getCurrentInstance()!;
const uToastRef = ref();
const loading = ref<boolean>(true);
const strategies = ref<StrategyItem[]>([]);
const strategyIndex = ref<number>(-1);
const currencyList = ref<CurrencyItem[]>([
{ name: '人民币 CNY', code: 'CNY' },
{ name: '美元 USD', code: 'USD' },
{ name: '港币 HKD', code: 'HKD' }
]);
const currencyIndex = ref<number>(0);
let isFetching = false;
const form = ref<{ name: string; stocks: StockItem[] }>({
name: '',
stocks: [{ name: '', price: '', amount: '', date: '' }]
});
const searchResults = ref<SearchResult[]>([]);
const activeSearchIndex = ref<number>(-1);
let searchTimer: ReturnType<typeof setTimeout> | null = null;
const searchStock = async (keyword: string, stockIndex: number): Promise<void> => {
if (searchTimer) clearTimeout(searchTimer);
activeSearchIndex.value = stockIndex;
if (!keyword || keyword.length < 1) {
searchResults.value = [];
activeSearchIndex.value = -1;
return;
}
searchTimer = setTimeout(async () => {
try {
const res = await api.ticker.search(keyword);
if (res.code === 200) {
searchResults.value = res.data.map((item: any) => ({
...item,
stockIndex,
currency: item.priceCurrency || item.currency // 映射币种字段
}));
}
} catch {
searchResults.value = [];
activeSearchIndex.value = -1;
}
}, 300);
};
const selectStock = (result: SearchResult): void => {
const stock = form.value.stocks[result.stockIndex];
if (stock) {
stock.name = result.ticker;
stock.assetType = result.assetType;
stock.currency = result.currency; // 保存搜索结果中的币种
}
searchResults.value = [];
activeSearchIndex.value = -1;
};
const selectedStrategy = computed((): StrategyItem | null => {
return strategyIndex.value === -1 ? null : strategies.value[strategyIndex.value];
});
const totalInvestment = computed((): string => {
let total = 0;
form.value.stocks.forEach(stock => {
total += (parseFloat(stock.price) || 0) * (parseFloat(stock.amount) || 0);
});
return total.toLocaleString('en-US', { minimumFractionDigits: 2, maximumFractionDigits: 2 });
});
const fetchStrategies = async (): Promise<void> => {
try {
const response = await api.strategies.getStrategies();
if (response.code === 200) {
strategies.value = response.data.items?.map((item: any) => {
let parameters: Record<string, any> = {};
if (item.config) {
try {
let config = JSON.parse(item.config);
if (typeof config === 'string') config = JSON.parse(config);
parameters = config;
} catch { parameters = {}; }
}
return {
id: item.id,
name: item.name,
desc: item.description,
type: item.type,
parameters,
color: '#10B981'
};
}) || [];
}
} catch (error) {
console.error('获取策略列表失败:', error);
}
};
const onStrategyChange = (e: { detail: { value: number } }): void => {
strategyIndex.value = e.detail.value;
const strategy = strategies.value[strategyIndex.value];
if (strategy?.parameters?.assets) {
form.value.stocks = strategy.parameters.assets.map((asset: any) => ({
name: asset.symbol,
price: '',
amount: '',
date: ''
}));
} else {
form.value.stocks = [{ name: '', price: '', amount: '', date: '' }];
}
};
const onCurrencyChange = (e: { detail: { value: number } }): void => {
currencyIndex.value = e.detail.value;
};
const onDateChange = (e: { detail: { value: string } }, index: number): void => {
form.value.stocks[index].date = e.detail.value;
};
const submitForm = async (): Promise<void> => {
if (!form.value.name) {
(proxy as any)?.$refs?.uToastRef?.show({ type: 'warning', message: '请输入组合名称' });
return;
}
if (strategyIndex.value === -1) {
(proxy as any)?.$refs?.uToastRef?.show({ type: 'warning', message: '请选择策略' });
return;
}
const selected = strategies.value[strategyIndex.value];
if (selected?.type === 'risk_parity' && selected.parameters?.assets) {
let totalWeight = 0;
const targetAssets = selected.parameters.assets;
for (const stock of form.value.stocks) {
const target = targetAssets.find((a: any) => a.symbol === stock.name);
if (!target) continue;
const marketValue = (parseFloat(stock.price) || 0) * (parseFloat(stock.amount) || 0);
totalWeight += marketValue;
}
for (const stock of form.value.stocks) {
const target = targetAssets.find((a: any) => a.symbol === stock.name);
if (!target) continue;
const marketValue = (parseFloat(stock.price) || 0) * (parseFloat(stock.amount) || 0);
const actualWeight = totalWeight > 0 ? marketValue / totalWeight : 0;
const deviation = Math.abs(actualWeight - target.targetWeight);
if (deviation > 0.05) {
(proxy as any)?.$refs?.uToastRef?.show({
type: 'error',
message: `${stock.name} 权重偏差超过5%`,
duration: 3000
});
return;
}
}
}
// 根据股票代码推断币种
const inferCurrencyFromCode = (code: string): string => {
if (!code) return selectedCurrency;
const upperCode = code.toUpperCase();
// 美股
if (upperCode.endsWith('.US') || upperCode.endsWith('.NYSE') || upperCode.endsWith('.NASDAQ')) {
return 'USD';
}
// 港股
if (upperCode.endsWith('.HK') || upperCode.endsWith('.HKEX')) {
return 'HKD';
}
// A股
if (upperCode.endsWith('.SZ') || upperCode.endsWith('.SH') || /^[0-9]{6}$/.test(upperCode)) {
return 'CNY';
}
// 加密货币默认 USD
if (upperCode.includes('BTC') || upperCode.includes('ETH') || upperCode.includes('USDT')) {
return 'USD';
}
// 默认使用组合本位币
return selectedCurrency;
};
const selectedCurrency = currencyList.value[currencyIndex.value].code;
const requestData = {
name: form.value.name,
strategyId: selected?.id,
currency: selectedCurrency,
stocks: form.value.stocks.map(stock => ({
name: stock.name,
code: stock.name,
price: parseFloat(stock.price) || 0,
amount: parseFloat(stock.amount) || 0,
date: stock.date,
currency: stock.currency || inferCurrencyFromCode(stock.name),
assetType: stock.assetType || 'Stock'
}))
};
uni.showLoading({ title: '创建中...' });
try {
const response = await api.assets.createPortfolio(requestData);
if (response.code === 200) {
uni.hideLoading();
(proxy as any)?.$refs?.uToastRef?.show({ type: 'success', message: '创建成功' });
setTimeout(() => uni.navigateBack(), 1500);
}
} catch {
uni.hideLoading();
(proxy as any)?.$refs?.uToastRef?.show({ type: 'error', message: '创建失败,请重试' });
}
};
onShow(async () => {
isFetching = true;
loading.value = true;
await fetchStrategies();
loading.value = false;
isFetching = false;
});
</script>
<style scoped>
.page-container { min-height: 100vh; background-color: #F3F4F6; padding-bottom: 200rpx; }
.skeleton-form-item { margin-bottom: 32rpx; }
.skeleton-label { width: 120rpx; height: 26rpx; background: linear-gradient(90deg, #E5E7EB 25%, #F3F4F6 37%, #E5E7EB 50%); background-size: 400% 100%; animation: skeleton-loading 1.8s ease infinite; border-radius: 8rpx; margin-bottom: 16rpx; }
.skeleton-label-sm { width: 80rpx; height: 22rpx; background: linear-gradient(90deg, #E5E7EB 25%, #F3F4F6 37%, #E5E7EB 50%); background-size: 400% 100%; animation: skeleton-loading 1.8s ease infinite; border-radius: 6rpx; margin-bottom: 12rpx; }
.skeleton-input { width: 100%; height: 96rpx; background: linear-gradient(90deg, #F9FAFB 25%, #F3F4F6 37%, #F9FAFB 50%); background-size: 400% 100%; animation: skeleton-loading 1.8s ease infinite; border-radius: 20rpx; }
.skeleton-input-sm { flex: 1; height: 72rpx; background: linear-gradient(90deg, #F9FAFB 25%, #F3F4F6 37%, #F9FAFB 50%); background-size: 400% 100%; animation: skeleton-loading 1.8s ease infinite; border-radius: 16rpx; }
.skeleton-row { display: flex; gap: 24rpx; flex-direction: column; }
@keyframes skeleton-loading { 0% { background-position: 100% 50% } 100% { background-position: 0 50% } }
.flex-row { display: flex; flex-direction: row; }
.items-center { align-items: center; }
.gap-2 { gap: 16rpx; }
.section-card { background-color: #fff; margin: 32rpx; padding: 32rpx; border-radius: 32rpx; box-shadow: 0 4rpx 12rpx rgba(0, 0, 0, 0.03); }
.card-header { display: flex; align-items: center; margin-bottom: 32rpx; }
.header-icon { width: 60rpx; height: 60rpx; border-radius: 16rpx; display: flex; align-items: center; justify-content: center; margin-right: 20rpx; }
.bg-emerald-100 { background-color: #D1FAE5; }
.bg-blue-100 { background-color: #DBEAFE; }
.header-title { font-size: 30rpx; font-weight: 700; color: #1F2937; }
.form-item { margin-bottom: 32rpx; }
.form-item:last-child { margin-bottom: 0; }
.label { font-size: 26rpx; font-weight: 600; color: #374151; margin-bottom: 16rpx; display: block; }
.picker-box { background-color: #F9FAFB; border: 2rpx solid #E5E7EB; border-radius: 20rpx; height: 96rpx; padding: 0 32rpx; display: flex; align-items: center; justify-content: space-between; }
.picker-text { font-size: 28rpx; color: #1F2937; font-weight: 500; }
.picker-placeholder { font-size: 28rpx; color: #9CA3AF; }
.strategy-dot { width: 16rpx; height: 16rpx; border-radius: 50%; }
.helper-text { font-size: 22rpx; color: #6B7280; margin-top: 12rpx; display: block; margin-left: 8rpx; }
.stock-list { display: flex; flex-direction: column; gap: 24rpx; }
.stock-item { background-color: #F9FAFB; border: 1rpx solid #E5E7EB; border-radius: 24rpx; padding: 24rpx; }
.item-header { display: flex; justify-content: space-between; margin-bottom: 20rpx; }
.item-index { font-size: 24rpx; font-weight: 700; color: #9CA3AF; }
.item-grid { display: flex; gap: 20rpx; margin-bottom: 20rpx; }
.grid-col { flex: 1; }
.sub-label { font-size: 20rpx; color: #6B7280; margin-bottom: 8rpx; display: block; }
.relative { position: relative; }
.search-dropdown { position: absolute; top: 100%; left: 0; right: 0; background-color: #FFFFFF; border: 1rpx solid #E5E7EB; border-radius: 12rpx; margin-top: 4rpx; max-height: 300rpx; overflow-y: auto; z-index: 100; box-shadow: 0 4rpx 12rpx rgba(0, 0, 0, 0.1); }
.dropdown-item { padding: 16rpx 20rpx; border-bottom: 1rpx solid #F3F4F6; display: flex; justify-content: space-between; align-items: center; }
.dropdown-item:last-child { border-bottom: none; }
.dropdown-item:active { background-color: #F3F4F6; }
.item-left { display: flex; flex-direction: row; align-items: center; gap: 12rpx; }
.item-ticker { font-size: 26rpx; font-weight: 600; color: #1F2937; }
.item-type { font-size: 18rpx; color: #064E3B; background-color: #D1FAE5; padding: 2rpx 8rpx; border-radius: 4rpx; }
.item-exchange { font-size: 22rpx; color: #9CA3AF; }
.date-row { display: flex; align-items: center; justify-content: space-between; }
.date-picker-display { background-color: #FFFFFF; border: 1rpx solid #E5E7EB; border-radius: 16rpx; height: 72rpx; padding: 0 20rpx; display: flex; align-items: center; justify-content: space-between; font-size: 26rpx; color: #1F2937; width: 100%; box-sizing: border-box; }
.footer-area { position: fixed; bottom: 0; left: 0; right: 0; background-color: #fff; padding: 20rpx 32rpx 50rpx 32rpx; box-shadow: 0 -4rpx 16rpx rgba(0, 0, 0, 0.05); display: flex; flex-direction: column; gap: 20rpx; }
.total-summary { display: flex; justify-content: space-between; align-items: center; padding: 0 10rpx; }
.summary-label { font-size: 26rpx; color: #6B7280; }
.summary-val { font-size: 36rpx; font-weight: 700; color: #064E3B; font-family: 'DIN Alternate'; }
.native-input { background-color: #F9FAFB; border-radius: 20rpx; height: 96rpx; padding: 0 32rpx; font-size: 28rpx; color: #1F2937; }
.native-input-sm { background-color: #FFFFFF; border-radius: 16rpx; height: 72rpx; padding: 0 20rpx; font-size: 26rpx; color: #1F2937; border: 1rpx solid #E5E7EB; }
</style>