feat: 接入 #1390 P6 告警、通知与持仓信号联动

api/v1/schemas/__init__.py

@@ -93,6 +93,8 @@
     PortfolioImportBrokerItem,
     PortfolioImportBrokerListResponse,
     PortfolioFxRefreshResponse,
+    PortfolioDecisionSignalRiskBlock,
+    PortfolioDecisionSignalRiskItem,
     PortfolioRiskResponse,
 )
 from api.v1.schemas.alerts import (
@@ -204,6 +206,8 @@
     "PortfolioImportBrokerItem",
     "PortfolioImportBrokerListResponse",
     "PortfolioFxRefreshResponse",
+    "PortfolioDecisionSignalRiskBlock",
+    "PortfolioDecisionSignalRiskItem",
     "PortfolioRiskResponse",
     # alerts
     "AlertDeleteResponse",

api/v1/schemas/alerts.py

@@ -117,6 +117,7 @@ class AlertTriggerItem(BaseModel):
             "evaluator_snapshot / legacy_text / null"
         ),
     )
+    decision_signal_summary: Optional[Dict[str, Any]] = None
 
 
 class AlertTriggerListResponse(BaseModel):

api/v1/schemas/portfolio.py

@@ -263,6 +263,20 @@ class PortfolioFxRefreshResponse(BaseModel):
     error_count: int
 
 
+class PortfolioDecisionSignalRiskItem(BaseModel):
+    account_id: Optional[int] = None
+    symbol: str
+    market: str
+    signal: Dict[str, Any] = Field(default_factory=dict)
+
+
+class PortfolioDecisionSignalRiskBlock(BaseModel):
+    available: bool = True
+    total: int = 0
+    actions: Dict[str, int] = Field(default_factory=dict)
+    items: List[PortfolioDecisionSignalRiskItem] = Field(default_factory=list)
+
+
 class PortfolioRiskResponse(BaseModel):
     as_of: str
     account_id: Optional[int] = None
@@ -273,3 +287,4 @@ class PortfolioRiskResponse(BaseModel):
     sector_concentration: Dict[str, Any] = Field(default_factory=dict)
     drawdown: Dict[str, Any] = Field(default_factory=dict)
     stop_loss: Dict[str, Any] = Field(default_factory=dict)
+    decision_signal_risk: PortfolioDecisionSignalRiskBlock = Field(default_factory=PortfolioDecisionSignalRiskBlock)

apps/dsa-web/src/locales/featureText.ts

@@ -60,8 +60,8 @@ export const ALERT_MARKET_REGION_OPTIONS: Record<UiLanguage, Array<Option<Market
 export const ALERT_MARKET_LIGHT_STATUS_OPTIONS: Record<UiLanguage, Array<Option<MarketLightStatus>>> = { zh: [{ value: 'red', label: '红灯' }, { value: 'yellow', label: '黄灯' }], en: [{ value: 'red', label: 'Red' }, { value: 'yellow', label: 'Yellow' }] };
 
 export const PORTFOLIO_TEXT = {
-  zh: { documentTitle: '持仓分析 - DSA', title: '持仓管理', description: '组合快照、手工录入、CSV 导入与风险分析（支持全组合 / 单账户切换）', accountView: '账户视图', allAccounts: '全部账户', costMethod: '成本口径', fifo: '先进先出（FIFO）', avg: '均价成本（AVG）', collapseCreate: '收起新建', createAccount: '新建账户', deleteAccount: '删除账户', deletingAccount: '删除中...', deleteAccountTitle: '删除持仓账户', deleteAccountConfirm: '确认删除', deleteAccountMessage: '确认删除账户 {name}（#{id}）吗？删除后该账户会从默认列表、快照、风险和录入入口隐藏；历史流水不会物理删除。', refreshing: '刷新中...', refreshData: '刷新数据', noAccounts: '还没有可用账户，请先创建账户后再录入交易或导入 CSV。', riskDegraded: '风险模块降级', operationHint: '操作提示', analysisTask: '分析任务', totalEquity: '总权益', totalMarketValue: '总市值', totalCash: '总现金', fxStatus: '汇率状态', refreshFx: '刷新汇率', stale: '过期', latest: '最新', fxRefreshResult: '汇率刷新结果', positionsTitle: '持仓明细', countItems: '共 {count} 项', noPositionsTitle: '当前无持仓数据', noPositionsDescription: '录入交易或导入 CSV 后，这里会展示按账户汇总的持仓明细。', account: '账户', code: '代码', quantity: '数量', avgCost: '均价', lastPrice: '现价', marketValue: '市值', unrealizedPnl: '未实现盈亏', returnPct: '收益率', action: '操作', submitting: '提交中', analyze: '分析', sectorConcentration: '行业集中度分布', positionConcentrationFallback: '行业数据暂不可用，当前展示个股集中度', noConcentrationTitle: '暂无集中度数据', noConcentrationDescription: '风险模块完成计算后，这里会展示行业或个股维度的集中度分布。', displayScope: '展示口径', sectorDimension: '行业维度', positionDimensionFallback: '个股维度（降级显示）', sectorAlert: '板块集中度告警', topWeight: 'Top1 权重', yes: '是', no: '否', writeBlocked: '当前处于“全部账户”视图。为避免误写，请先选择一个具体账户后再进行手工录入或 CSV 提交。', drawdownMonitor: '回撤监控', maxDrawdown: '最大回撤', currentDrawdown: '当前回撤', alert: '告警', stopLossWarning: '止损接近预警', triggeredCount: '触发数', nearCount: '接近数', scope: '口径', accountCount: '账户数', currency: '计价币种', costMethodShort: '成本法' },
-  en: { documentTitle: 'Portfolio Analysis - DSA', title: 'Portfolio management', description: 'Portfolio snapshots, manual entries, CSV import, and risk analysis with full-portfolio or single-account views', accountView: 'Account view', allAccounts: 'All accounts', costMethod: 'Cost method', fifo: 'FIFO', avg: 'Average cost', collapseCreate: 'Collapse', createAccount: 'New account', deleteAccount: 'Delete account', deletingAccount: 'Deleting...', deleteAccountTitle: 'Delete portfolio account', deleteAccountConfirm: 'Delete account', deleteAccountMessage: 'Delete account {name} (#{id})? It will be hidden from default lists, snapshots, risk views, and entry forms; historical ledger rows are not physically deleted.', refreshing: 'Refreshing...', refreshData: 'Refresh data', noAccounts: 'No accounts are available. Create an account before entering trades or importing CSV files.', riskDegraded: 'Risk module degraded', operationHint: 'Operation hint', analysisTask: 'Analysis task', totalEquity: 'Total equity', totalMarketValue: 'Total market value', totalCash: 'Total cash', fxStatus: 'FX status', refreshFx: 'Refresh FX', stale: 'Stale', latest: 'Current', fxRefreshResult: 'FX refresh result', positionsTitle: 'Positions', countItems: '{count} items', noPositionsTitle: 'No positions', noPositionsDescription: 'After you enter trades or import CSV data, account-level positions appear here.', account: 'Account', code: 'Code', quantity: 'Quantity', avgCost: 'Avg cost', lastPrice: 'Last price', marketValue: 'Market value', unrealizedPnl: 'Unrealized P/L', returnPct: 'Return', action: 'Action', submitting: 'Submitting', analyze: 'Analyze', sectorConcentration: 'Sector concentration', positionConcentrationFallback: 'Sector data unavailable; showing position concentration', noConcentrationTitle: 'No concentration data', noConcentrationDescription: 'Sector or position concentration appears after the risk module finishes.', displayScope: 'Display scope', sectorDimension: 'Sector', positionDimensionFallback: 'Position fallback', sectorAlert: 'Sector concentration alert', topWeight: 'Top1 weight', yes: 'Yes', no: 'No', writeBlocked: 'You are viewing all accounts. Select a specific account before manual entry or CSV submission to avoid writing to the wrong scope.', drawdownMonitor: 'Drawdown monitor', maxDrawdown: 'Max drawdown', currentDrawdown: 'Current drawdown', alert: 'Alert', stopLossWarning: 'Stop-loss proximity warning', triggeredCount: 'Triggered', nearCount: 'Near', scope: 'Scope', accountCount: 'Accounts', currency: 'Quote currency', costMethodShort: 'Cost method' },
+  zh: { documentTitle: '持仓分析 - DSA', title: '持仓管理', description: '组合快照、手工录入、CSV 导入与风险分析（支持全组合 / 单账户切换）', accountView: '账户视图', allAccounts: '全部账户', costMethod: '成本口径', fifo: '先进先出（FIFO）', avg: '均价成本（AVG）', collapseCreate: '收起新建', createAccount: '新建账户', deleteAccount: '删除账户', deletingAccount: '删除中...', deleteAccountTitle: '删除持仓账户', deleteAccountConfirm: '确认删除', deleteAccountMessage: '确认删除账户 {name}（#{id}）吗？删除后该账户会从默认列表、快照、风险和录入入口隐藏；历史流水不会物理删除。', refreshing: '刷新中...', refreshData: '刷新数据', noAccounts: '还没有可用账户，请先创建账户后再录入交易或导入 CSV。', riskDegraded: '风险模块降级', operationHint: '操作提示', analysisTask: '分析任务', totalEquity: '总权益', totalMarketValue: '总市值', totalCash: '总现金', fxStatus: '汇率状态', refreshFx: '刷新汇率', stale: '过期', latest: '最新', fxRefreshResult: '汇率刷新结果', positionsTitle: '持仓明细', countItems: '共 {count} 项', noPositionsTitle: '当前无持仓数据', noPositionsDescription: '录入交易或导入 CSV 后，这里会展示按账户汇总的持仓明细。', account: '账户', code: '代码', quantity: '数量', avgCost: '均价', lastPrice: '现价', marketValue: '市值', unrealizedPnl: '未实现盈亏', returnPct: '收益率', action: '操作', submitting: '提交中', analyze: '分析', sectorConcentration: '行业集中度分布', positionConcentrationFallback: '行业数据暂不可用，当前展示个股集中度', noConcentrationTitle: '暂无集中度数据', noConcentrationDescription: '风险模块完成计算后，这里会展示行业或个股维度的集中度分布。', displayScope: '展示口径', sectorDimension: '行业维度', positionDimensionFallback: '个股维度（降级显示）', sectorAlert: '板块集中度告警', topWeight: 'Top1 权重', yes: '是', no: '否', writeBlocked: '当前处于“全部账户”视图。为避免误写，请先选择一个具体账户后再进行手工录入或 CSV 提交。', drawdownMonitor: '回撤监控', maxDrawdown: '最大回撤', currentDrawdown: '当前回撤', alert: '告警', stopLossWarning: '止损接近预警', triggeredCount: '触发数', nearCount: '接近数', scope: '口径', accountCount: '账户数', currency: '计价币种', costMethodShort: '成本法', aiRiskSignals: 'AI 风险信号', aiRiskUnavailable: '信号风险暂不可用', aiRiskTotal: '风险信号', sellSignals: '卖出', reduceSignals: '减仓', alertSignals: '预警', noAiRiskSignals: '暂无防御型信号' },
+  en: { documentTitle: 'Portfolio Analysis - DSA', title: 'Portfolio management', description: 'Portfolio snapshots, manual entries, CSV import, and risk analysis with full-portfolio or single-account views', accountView: 'Account view', allAccounts: 'All accounts', costMethod: 'Cost method', fifo: 'FIFO', avg: 'Average cost', collapseCreate: 'Collapse', createAccount: 'New account', deleteAccount: 'Delete account', deletingAccount: 'Deleting...', deleteAccountTitle: 'Delete portfolio account', deleteAccountConfirm: 'Delete account', deleteAccountMessage: 'Delete account {name} (#{id})? It will be hidden from default lists, snapshots, risk views, and entry forms; historical ledger rows are not physically deleted.', refreshing: 'Refreshing...', refreshData: 'Refresh data', noAccounts: 'No accounts are available. Create an account before entering trades or importing CSV files.', riskDegraded: 'Risk module degraded', operationHint: 'Operation hint', analysisTask: 'Analysis task', totalEquity: 'Total equity', totalMarketValue: 'Total market value', totalCash: 'Total cash', fxStatus: 'FX status', refreshFx: 'Refresh FX', stale: 'Stale', latest: 'Current', fxRefreshResult: 'FX refresh result', positionsTitle: 'Positions', countItems: '{count} items', noPositionsTitle: 'No positions', noPositionsDescription: 'After you enter trades or import CSV data, account-level positions appear here.', account: 'Account', code: 'Code', quantity: 'Quantity', avgCost: 'Avg cost', lastPrice: 'Last price', marketValue: 'Market value', unrealizedPnl: 'Unrealized P/L', returnPct: 'Return', action: 'Action', submitting: 'Submitting', analyze: 'Analyze', sectorConcentration: 'Sector concentration', positionConcentrationFallback: 'Sector data unavailable; showing position concentration', noConcentrationTitle: 'No concentration data', noConcentrationDescription: 'Sector or position concentration appears after the risk module finishes.', displayScope: 'Display scope', sectorDimension: 'Sector', positionDimensionFallback: 'Position fallback', sectorAlert: 'Sector concentration alert', topWeight: 'Top1 weight', yes: 'Yes', no: 'No', writeBlocked: 'You are viewing all accounts. Select a specific account before manual entry or CSV submission to avoid writing to the wrong scope.', drawdownMonitor: 'Drawdown monitor', maxDrawdown: 'Max drawdown', currentDrawdown: 'Current drawdown', alert: 'Alert', stopLossWarning: 'Stop-loss proximity warning', triggeredCount: 'Triggered', nearCount: 'Near', scope: 'Scope', accountCount: 'Accounts', currency: 'Quote currency', costMethodShort: 'Cost method', aiRiskSignals: 'AI risk signals', aiRiskUnavailable: 'Signal risk unavailable', aiRiskTotal: 'Risk signals', sellSignals: 'Sell', reduceSignals: 'Reduce', alertSignals: 'Alert', noAiRiskSignals: 'No defensive signals' },
 } as const;
 export const PORTFOLIO_SIDE_LABELS: Record<UiLanguage, Record<PortfolioSide, string>> = { zh: { buy: '买入', sell: '卖出' }, en: { buy: 'Buy', sell: 'Sell' } };
 export const PORTFOLIO_CASH_DIRECTION_LABELS: Record<UiLanguage, Record<PortfolioCashDirection, string>> = { zh: { in: '流入', out: '流出' }, en: { in: 'Inflow', out: 'Outflow' } };

apps/dsa-web/src/pages/PortfolioPage.tsx

@@ -912,6 +912,8 @@ const PortfolioPage: React.FC = () => {
     }
   };
 
+  const decisionSignalRiskPreviewItems = (risk?.decisionSignalRisk?.items ?? []).slice(0, 3);
+
   return (
     <div className="portfolio-page min-h-screen space-y-4 p-4 md:p-6">
       <section className="space-y-3">
@@ -1261,7 +1263,7 @@ const PortfolioPage: React.FC = () => {
         />
       ) : null}
 
-      <section className="grid grid-cols-1 md:grid-cols-3 gap-3">
+      <section className="grid grid-cols-1 md:grid-cols-2 xl:grid-cols-4 gap-3">
         <Card padding="md">
           <h3 className="text-sm font-semibold text-foreground mb-2">{text.drawdownMonitor}</h3>
           <div className="text-xs text-secondary space-y-1">
@@ -1286,6 +1288,32 @@ const PortfolioPage: React.FC = () => {
             <div>{text.costMethodShort}: {(snapshot?.costMethod || costMethod).toUpperCase()}</div>
           </div>
         </Card>
+        <Card padding="md">
+          <h3 className="text-sm font-semibold text-foreground mb-2">{text.aiRiskSignals}</h3>
+          <div className="text-xs text-secondary space-y-1">
+            {risk?.decisionSignalRisk?.available === false ? (
+              <div className="text-warning">{text.aiRiskUnavailable}</div>
+            ) : (
+              <>
+                <div>{text.aiRiskTotal}: {risk?.decisionSignalRisk?.total ?? 0}</div>
+                <div>
+                  {text.sellSignals}: {risk?.decisionSignalRisk?.actions?.sell ?? 0} · {text.reduceSignals}: {risk?.decisionSignalRisk?.actions?.reduce ?? 0} · {text.alertSignals}: {risk?.decisionSignalRisk?.actions?.alert ?? 0}
+                </div>
+                {decisionSignalRiskPreviewItems.length > 0 ? (
+                  <div className="space-y-1 pt-1">
+                    {decisionSignalRiskPreviewItems.map((item) => (
+                      <div key={`${item.accountId ?? 'all'}-${item.market}-${item.symbol}-${item.signal.id ?? item.signal.action}`} className="truncate text-foreground">
+                        {item.symbol} · {item.signal.actionLabel || item.signal.action || text.alert}
+                      </div>
+                    ))}
+                  </div>
+                ) : (
+                  <div>{text.noAiRiskSignals}</div>
+                )}
+              </>
+            )}
+          </div>
+        </Card>
       </section>
 
       <section className="grid grid-cols-1 xl:grid-cols-3 gap-3">

apps/dsa-web/src/pages/__tests__/PortfolioPage.test.tsx

@@ -182,7 +182,7 @@ function makePosition(overrides: Record<string, unknown> = {}) {
   };
 }
 
-function makeRisk() {
+function makeRisk(overrides: Record<string, unknown> = {}) {
   return {
     asOf: '2026-03-19',
     accountId: null,
@@ -216,6 +216,13 @@ function makeRisk() {
       nearCount: 0,
       items: [],
     },
+    decisionSignalRisk: {
+      available: true,
+      total: 0,
+      actions: { sell: 0, reduce: 0, alert: 0 },
+      items: [],
+    },
+    ...overrides,
   };
 }
 
@@ -354,9 +361,62 @@ describe('PortfolioPage FX refresh', () => {
     expect(screen.getByText(/Current drawdown:/)).toBeInTheDocument();
     expect(screen.getByText('Stop-loss proximity warning')).toBeInTheDocument();
     expect(screen.getByText('Scope')).toBeInTheDocument();
+    expect(screen.getByText('AI risk signals')).toBeInTheDocument();
+    expect(screen.getByText('No defensive signals')).toBeInTheDocument();
     expect(screen.queryByText('回撤监控')).not.toBeInTheDocument();
   });
 
+  it('renders portfolio decision signal risk summary', async () => {
+    getRisk.mockResolvedValueOnce(makeRisk({
+      decisionSignalRisk: {
+        available: true,
+        total: 2,
+        actions: { sell: 1, reduce: 0, alert: 1 },
+        items: [
+          {
+            accountId: 1,
+            symbol: '600519',
+            market: 'cn',
+            signal: makeDecisionSignal({ id: 201, action: 'sell', actionLabel: '卖出' }),
+          },
+          {
+            accountId: 1,
+            symbol: '300750',
+            market: 'cn',
+            signal: makeDecisionSignal({ id: 202, stockCode: '300750', action: 'alert', actionLabel: '预警' }),
+          },
+        ],
+      },
+    }));
+
+    render(<PortfolioPage />);
+
+    await waitForInitialLoad();
+
+    expect(screen.getByText('AI 风险信号')).toBeInTheDocument();
+    expect(screen.getByText(/风险信号: 2/)).toBeInTheDocument();
+    expect(screen.getByText(/卖出: 1 · 减仓: 0 · 预警: 1/)).toBeInTheDocument();
+    expect(screen.getByText('600519 · 卖出')).toBeInTheDocument();
+    expect(screen.getByText('300750 · 预警')).toBeInTheDocument();
+  });
+
+  it('renders portfolio decision signal risk fail-open state', async () => {
+    getRisk.mockResolvedValueOnce(makeRisk({
+      decisionSignalRisk: {
+        available: false,
+        total: 0,
+        actions: { sell: 0, reduce: 0, alert: 0 },
+        items: [],
+      },
+    }));
+
+    render(<PortfolioPage />);
+
+    await waitForInitialLoad();
+
+    expect(screen.getByText('信号风险暂不可用')).toBeInTheDocument();
+  });
+
   it('refreshes FX for a single selected account and only reloads snapshot/risk', async () => {
     getSnapshot
       .mockResolvedValueOnce(makeSnapshot({ fxStale: true }))

apps/dsa-web/src/types/alerts.ts

@@ -1,4 +1,5 @@
 import type { AnalysisContextPackOverview, MarketPhaseSummary } from './analysis';
+import type { DecisionSignalItem } from './decisionSignals';
 
 export type AlertType =
   | 'price_cross'
@@ -122,6 +123,7 @@ export interface AlertTriggerItem {
   marketPhaseSummary?: MarketPhaseSummary | null;
   analysisContextPackOverview?: AnalysisContextPackOverview | null;
   analysisVisibilitySource?: string | null;
+  decisionSignalSummary?: Partial<DecisionSignalItem> | null;
 }
 
 export interface AlertTriggerListResponse {

apps/dsa-web/src/types/portfolio.ts

@@ -1,3 +1,5 @@
+import type { DecisionSignalItem } from './decisionSignals';
+
 export type PortfolioCostMethod = 'fifo' | 'avg';
 export type PortfolioSide = 'buy' | 'sell';
 export type PortfolioCashDirection = 'in' | 'out';
@@ -121,6 +123,25 @@ export interface PortfolioStopLossItem {
   isTriggered: boolean;
 }
 
+export interface PortfolioDecisionSignalRiskItem {
+  accountId?: number | null;
+  symbol: string;
+  market: string;
+  signal: Partial<DecisionSignalItem>;
+}
+
+export interface PortfolioDecisionSignalRiskBlock {
+  available: boolean;
+  total: number;
+  actions: {
+    sell?: number;
+    reduce?: number;
+    alert?: number;
+    [key: string]: number | undefined;
+  };
+  items: PortfolioDecisionSignalRiskItem[];
+}
+
 export interface PortfolioRiskResponse {
   asOf: string;
   accountId?: number | null;
@@ -148,6 +169,7 @@ export interface PortfolioRiskResponse {
     nearCount: number;
     items: PortfolioStopLossItem[];
   };
+  decisionSignalRisk?: PortfolioDecisionSignalRiskBlock;
 }
 
 export interface PortfolioTradeCreateRequest {