[codex] Add A-share watchlist decision dashboard

.env.example

@@ -7,6 +7,15 @@ AI_MODEL=glm-4
 NOTIFY_TELEGRAM_BOT_TOKEN=your_bot_token
 NOTIFY_TELEGRAM_CHAT_ID=your_chat_id
 
+# ETF 机会提醒邮件配置 - SMTP/QQ邮箱
+# 如果用 QQ 邮箱发信，SMTP_PASSWORD 填 QQ 邮箱“授权码”，不是登录密码。
+ETF_ALERT_TO=your_qq_number@qq.com
+SMTP_HOST=smtp.qq.com
+SMTP_PORT=465
+SMTP_USER=your_sender@qq.com
+SMTP_PASSWORD=your_qq_smtp_authorization_code
+SMTP_FROM=your_sender@qq.com
+
 # 代理配置（国内访问 Telegram 可能需要）
 # HTTP_PROXY=http://127.0.0.1:7890
 

frontend/packages/api/src/index.ts

@@ -14,3 +14,4 @@ export * from './home'
 export * from './paper-trading'
 export * from './chat'
 export * from './tradingagents'
+export * from './watchlist'

frontend/packages/api/src/watchlist.ts

@@ -0,0 +1,46 @@
+import { fetchAPI } from './client'
+
+export type WatchDecisionLabel =
+  | '观察'
+  | '买入候选'
+  | '继续持有'
+  | '加仓观察'
+  | '减仓警告'
+  | '止损触发'
+  | '禁止追高'
+
+export interface WatchlistSignalPayload {
+  symbol: string
+  name?: string
+  market?: string
+  quote?: Record<string, unknown>
+  technical?: Record<string, unknown>
+  position?: Record<string, unknown>
+  news_flags?: string[]
+  sector_strength?: number | null
+  already_no_chase_today?: boolean
+}
+
+export interface WatchlistSignalResult {
+  symbol: string
+  name: string
+  market: string
+  label: WatchDecisionLabel
+  score: number
+  reasons: string[]
+  risks: string[]
+  confirm_conditions: string[]
+  invalidation_conditions: string[]
+  risk_level: string
+  generated_at: string
+}
+
+export const watchlistApi = {
+  evaluateSignal: (payload: WatchlistSignalPayload) =>
+    fetchAPI<WatchlistSignalResult>('/watchlist/signals/evaluate', {
+      method: 'POST',
+      body: JSON.stringify(payload),
+      timeoutMs: 30_000,
+    }),
+}
+

frontend/pnpm-workspace.yaml

@@ -1,2 +1,4 @@
 packages:
   - "packages/*"
+allowBuilds:
+  esbuild: true

frontend/src/App.tsx

@@ -1,10 +1,11 @@
 import { useState, useEffect, useRef } from 'react'
 import { Routes, Route, NavLink, useLocation, Navigate } from 'react-router-dom'
-import { TrendingUp, Bot, ScrollText, Settings, List, Database, Clock, LayoutDashboard, Github, BellRing, Sparkles, Activity } from 'lucide-react'
+import { TrendingUp, Bot, ScrollText, Settings, List, Database, Clock, LayoutDashboard, Github, BellRing, Sparkles, Activity, Radar } from 'lucide-react'
 import { useTheme } from '@/hooks/use-theme'
 import { appApi, fetchAPI, isAuthenticated } from '@panwatch/api'
 import DashboardPage from '@/pages/Dashboard'
 import OpportunitiesPage from '@/pages/Opportunities'
+import WatchlistPage from '@/pages/Watchlist'
 import StocksPage from '@/pages/Stocks'
 import AgentsPage from '@/pages/Agents'
 import SettingsPage from '@/pages/Settings'
@@ -24,6 +25,7 @@ import { Button } from '@panwatch/base-ui/components/ui/button'
 
 const navItems = [
   { to: '/', icon: LayoutDashboard, label: '首页' },
+  { to: '/watchlist', icon: Radar, label: '盯盘' },
   { to: '/portfolio', icon: List, label: '持仓' },
   { to: '/opportunities', icon: Sparkles, label: '机会' },
   { to: '/paper-trading', icon: Activity, label: '模拟盘' },
@@ -256,6 +258,7 @@ function App() {
       <main className="px-4 md:px-6 py-4 md:py-6 w-full">
         <Routes>
           <Route path="/" element={<DashboardPage />} />
+          <Route path="/watchlist" element={<WatchlistPage />} />
           <Route path="/opportunities" element={<OpportunitiesPage />} />
           <Route path="/portfolio" element={<StocksPage />} />
           <Route path="/agents" element={<AgentsPage />} />