4774 lines
244 KiB
JavaScript
4774 lines
244 KiB
JavaScript
// ═══════════════════════════════════════════════════════════
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// MacroScope — 學習教材 / 財報健檢 / 交易復盤
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// 本檔在 index.html 的內聯 script 之後載入，可使用其全域函式
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// （lineChart、HEX、cssVar…），並負責主視圖切換與三個新分頁。
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// ═══════════════════════════════════════════════════════════
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const $ = (s, r = document) => r.querySelector(s);
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const $$ = (s, r = document) => [...r.querySelectorAll(s)];
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function escapeHtml(s) {
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return String(s == null ? '' : s)
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.replace(/&/g, '&').replace(/</g, '<').replace(/>/g, '>')
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.replace(/"/g, '"').replace(/'/g, ''');
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}
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async function api(path, opts) {
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const res = await fetch(path, opts);
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const data = await res.json().catch(() => ({}));
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if (!res.ok) throw Object.assign(new Error(data.message || res.statusText), { data });
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return data;
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}
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function fmtNum(v, d = 0) {
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if (v == null || isNaN(v)) return '—';
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return Number(v).toLocaleString('en-US', { minimumFractionDigits: d, maximumFractionDigits: d });
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}
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function fmtPct(v, d = 1) { return v == null || isNaN(v) ? '—' : (v >= 0 ? '' : '') + Number(v).toFixed(d) + '%'; }
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function fmtMoney(v) {
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if (v == null || isNaN(v)) return '—';
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const a = Math.abs(v), s = v < 0 ? '-' : '';
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if (a >= 1e12) return s + '$' + (a / 1e12).toFixed(2) + 'T';
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if (a >= 1e9) return s + '$' + (a / 1e9).toFixed(2) + 'B';
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if (a >= 1e6) return s + '$' + (a / 1e6).toFixed(2) + 'M';
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if (a >= 1e3) return s + '$' + (a / 1e3).toFixed(1) + 'K';
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return s + '$' + a.toFixed(2);
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}
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// ═══════════════════════════════════════════════════════════
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// UI 元件：色塊分段（取代傳統下拉）
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// ═══════════════════════════════════════════════════════════
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function mountChips(container, items, value, onChange, opts = {}) {
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const cls = opts.sm ? 'chip sm' : 'chip';
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container.innerHTML = items.map(it => {
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const tint = it.tint ? ` tint-${it.tint}` : '';
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const on = it.id === value ? ' on' : '';
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return `<button type="button" class="${cls}${tint}${on}" data-v="${escapeHtml(it.id)}">${it.icon ? `<span>${it.icon}</span> ` : ''}${escapeHtml(it.label)}</button>`;
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}).join('');
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$$('button', container).forEach(btn => btn.addEventListener('click', () => {
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const v = btn.dataset.v;
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onChange(v);
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$$('button', container).forEach(b => b.classList.toggle('on', b.dataset.v === v));
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}));
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}
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function mountTiles(container, items, value, onChange) {
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container.innerHTML = items.map(it => {
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const on = it.id === value ? ' on' : '';
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const tint = it.tint ? ` tint-${it.tint}` : '';
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return `<div class="tile${tint}${on}" data-v="${escapeHtml(it.id)}" role="button" tabindex="0">
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<div class="tile-label">${escapeHtml(it.label)}</div>${it.sub ? `<div class="tile-sub">${escapeHtml(it.sub)}</div>` : ''}</div>`;
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}).join('');
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$$('.tile', container).forEach(el => {
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const pick = () => { onChange(el.dataset.v); $$('.tile', container).forEach(t => t.classList.toggle('on', t.dataset.v === el.dataset.v)); };
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el.addEventListener('click', pick);
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el.addEventListener('keydown', e => { if (e.key === 'Enter' || e.key === ' ') { e.preventDefault(); pick(); } });
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});
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}
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// Mermaid 初始化（Apple 中性淺色主題）
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function initMermaid() {
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if (!window.mermaid || window._mermaidReady) return;
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window._mermaidReady = true;
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mermaid.initialize({
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startOnLoad: false, theme: 'neutral', securityLevel: 'loose',
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fontFamily: '-apple-system, BlinkMacSystemFont, "PingFang TC", sans-serif',
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});
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}
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async function renderMermaid(container) {
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initMermaid();
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const els = $$('.mermaid', container);
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if (!els.length || !window.mermaid) return;
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try { await mermaid.run({ nodes: els, suppressErrors: true }); } catch (_) {}
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}
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// ═══════════════════════════════════════════════════════════
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// 輕量 Markdown 渲染（支援標題/清單/表格/引用/粗體/行內碼/[[wikilink]]）
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// ═══════════════════════════════════════════════════════════
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function mdInline(t) {
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t = escapeHtml(t);
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t = t.replace(/`([^`]+)`/g, (m, c) => '<code>' + c + '</code>');
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t = t.replace(/\[\[([^\]]+)\]\]/g, (m, inner) => wlinkHTML(inner));
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t = t.replace(/\[([^\]]+)\]\(([^)]+)\)/g, '<a href="$2" target="_blank" rel="noopener">$1</a>');
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t = t.replace(/\*\*([^*]+)\*\*/g, '<strong>$1</strong>');
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t = t.replace(/(^|[^*])\*([^*\n]+)\*/g, '$1<em>$2</em>');
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return t;
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}
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function wlinkHTML(inner) {
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let [target, display] = inner.split('|');
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target = (target || '').trim();
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display = (display || '').trim();
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if (!display) display = deEmmyText(target.includes('#') ? target.split('#').pop() : target.split('/').pop());
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return '<span class="wlink" data-link="' + escapeHtml(target) + '">' + escapeHtml(display) + '</span>';
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}
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function splitRow(line) {
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return line.trim().replace(/^\|/, '').replace(/\|$/, '').split('|').map(c => c.trim());
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}
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function renderTable(header, rows) {
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let h = '<table><thead><tr>' + header.map(c => '<th>' + mdInline(c) + '</th>').join('') + '</tr></thead><tbody>';
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for (const r of rows) h += '<tr>' + header.map((_, j) => '<td>' + mdInline(r[j] || '') + '</td>').join('') + '</tr>';
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return h + '</tbody></table>';
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}
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function renderListBlock(lines) {
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const root = { children: [] };
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const stack = [{ indent: -1, node: root }];
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for (const raw of lines) {
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const m = raw.match(/^(\s*)([-*]|\d+\.)\s+(.*)$/);
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if (!m) continue;
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const indent = m[1].replace(/\t/g, ' ').length;
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const ordered = /\d/.test(m[2]);
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const item = { ordered, html: mdInline(m[3]), children: [] };
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while (stack.length > 1 && indent <= stack[stack.length - 1].indent) stack.pop();
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stack[stack.length - 1].node.children.push(item);
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stack.push({ indent, node: item });
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}
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const emit = (node) => {
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if (!node.children.length) return '';
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const ordered = node.children[0].ordered;
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let h = '<' + (ordered ? 'ol' : 'ul') + '>';
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for (const c of node.children) h += '<li>' + c.html + emit(c) + '</li>';
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return h + '</' + (ordered ? 'ol' : 'ul') + '>';
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};
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return emit(root);
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}
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function renderMarkdown(md) {
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md = deEmmyText(String(md || '').replace(/\r\n/g, '\n'));
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const fences = [];
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const fenceLangs = [];
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md = md.replace(/```[\s\S]*?```/g, (m) => {
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const lang = (m.match(/^```(\w+)/) || [])[1] || '';
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fenceLangs.push(lang.toLowerCase());
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fences.push(m);
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return '\u0000F' + (fences.length - 1) + '\u0000';
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});
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const lines = md.split('\n');
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const blank = s => !s.trim();
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let html = '', i = 0;
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while (i < lines.length) {
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const line = lines[i];
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if (blank(line)) { i++; continue; }
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const fm = line.match(/^\u0000F(\d+)\u0000$/);
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if (fm) {
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const idx = +fm[1];
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const raw = fences[idx];
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const lang = fenceLangs[idx];
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const code = raw.replace(/^```[^\n]*\n?/, '').replace(/```\s*$/, '');
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if (lang === 'mermaid') html += `<div class="mermaid-wrap"><pre class="mermaid">${escapeHtml(code)}</pre></div>`;
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else html += '<pre><code>' + escapeHtml(code) + '</code></pre>';
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i++; continue;
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}
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const h = line.match(/^(#{1,6})\s+(.*)$/);
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if (h) { const l = h[1].length; html += `<h${l}>${mdInline(h[2])}</h${l}>`; i++; continue; }
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if (/^(-{3,}|\*{3,}|_{3,})$/.test(line.trim())) { html += '<hr>'; i++; continue; }
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if (line.includes('|') && i + 1 < lines.length && /^\s*\|?[\s:|-]+\|?\s*$/.test(lines[i + 1]) && lines[i + 1].includes('-')) {
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const header = splitRow(line); i += 2; const rows = [];
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while (i < lines.length && lines[i].includes('|') && !blank(lines[i])) { rows.push(splitRow(lines[i])); i++; }
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html += renderTable(header, rows); continue;
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}
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if (/^\s*>/.test(line)) { const buf = []; while (i < lines.length && /^\s*>/.test(lines[i])) { buf.push(lines[i].replace(/^\s*>\s?/, '')); i++; } html += '<blockquote>' + renderMarkdown(buf.join('\n')) + '</blockquote>'; continue; }
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if (/^\s*([-*]|\d+\.)\s+/.test(line)) { const buf = []; while (i < lines.length && /^\s*([-*]|\d+\.)\s+/.test(lines[i])) { buf.push(lines[i]); i++; } html += renderListBlock(buf); continue; }
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const buf = [];
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while (i < lines.length && !blank(lines[i]) && !/^(#{1,6})\s/.test(lines[i]) && !/^\s*([-*]|\d+\.)\s+/.test(lines[i]) && !/^\s*>/.test(lines[i]) && !/^\u0000F\d+\u0000$/.test(lines[i]) && !/^(-{3,}|\*{3,}|_{3,})$/.test(lines[i].trim()) && !(lines[i].includes('|') && i + 1 < lines.length && /^\s*\|?[\s:|-]+\|?\s*$/.test(lines[i + 1]))) { buf.push(lines[i]); i++; }
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if (buf.length) html += '<p>' + mdInline(buf.join(' ')) + '</p>';
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}
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return html;
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}
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function deEmmyText(s) {
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return (window.LearnUI && LearnUI.deEmmy) ? LearnUI.deEmmy(s) : String(s || '');
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}
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// 把容器內所有 [[wikilink]] 綁定成站內跳轉；無法解析的標成 dead
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function bindWlinks(container) {
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$$('.wlink[data-link]', container).forEach(elx => {
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const t = elx.dataset.link;
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const hit = (KB.linkMap && (KB.linkMap[t] || KB.linkMap[t.split('#').pop()] || KB.linkMap[t.split('/').pop()])) || null;
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if (!hit) { elx.classList.add('dead'); return; }
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elx.addEventListener('click', () => openNote(hit.kind, hit.id));
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});
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}
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// ═══════════════════════════════════════════════════════════
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// 主視圖路由
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// ═══════════════════════════════════════════════════════════
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const VIEW_IDS = ['macro', 'calendar', 'watchlist', 'learn', 'stock', 'journal', 'settings'];
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const inited = {};
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function parseHash() { const m = location.hash.match(/^#\/(\w+)/); const v = m ? m[1] : 'macro'; return VIEW_IDS.includes(v) ? v : 'macro'; }
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function setAIFocus(focus) {
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const view = focus.view || document.body.dataset.view || parseHash();
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window.__AI_FOCUS = { ...(window.__AI_FOCUS || {}), ...focus, view, updatedAt: new Date().toISOString() };
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updateAIContextLabel();
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return window.__AI_FOCUS;
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}
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window.setAIFocus = setAIFocus;
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function setView(view) {
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document.body.dataset.view = view;
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if ((window.__AI_FOCUS || {}).view !== view) setAIFocus({ view, type: 'view' });
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VIEW_IDS.forEach(v => { const e = $('#view-' + v); if (e) e.hidden = v !== view; });
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$$('#viewTabs a').forEach(a => a.classList.toggle('active', a.dataset.view === view));
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if (view === 'calendar' && !inited.calendar) { inited.calendar = true; initCalendar(); }
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if (view === 'watchlist' && !inited.watchlist) { inited.watchlist = true; initWatchlist(); }
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if (view === 'learn' && !inited.learn) { inited.learn = true; initLearn(); }
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if (view === 'stock' && !inited.stock) { inited.stock = true; initStock(); }
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if (view === 'journal' && !inited.journal) { inited.journal = true; initJournal(); }
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if (view === 'settings' && !inited.settings) { inited.settings = true; initSettings(); }
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updateAIContextLabel();
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if (!$('#aiPanel')?.hidden) refreshAIContextLabel();
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if (view !== 'macro') window.scrollTo({ top: 0 });
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}
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$$('#viewTabs a').forEach(a => a.addEventListener('click', () => {
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location.hash = a.dataset.view === 'macro' ? '#/' : '#/' + a.dataset.view;
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}));
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window.addEventListener('hashchange', () => setView(parseHash()));
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// ═══════════════════════════════════════════════════════════
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// AI Provider 設定與頁面上下文問答
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// ═══════════════════════════════════════════════════════════
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const AI_PROVIDER_META = {
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'opencode-go': {
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label: 'OpenCode Go',
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hint: 'OpenAI-compatible chat completions。官方 Go 端點使用 /zen/go/v1/chat/completions。',
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},
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grok: {
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label: 'Grok',
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hint: 'xAI/Grok。後端會使用 xAI Responses API，且 store=false。',
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},
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};
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function readAISettings() {
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const fields = window.__ENV_SETTINGS?.fields || [];
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const get = (k) => fields.find(f => f.key === k) || {};
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return {
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active: get('AI_ACTIVE_PROVIDER').value || 'grok',
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providers: {
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'opencode-go': {
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model: get('OPENCODE_GO_MODEL').value || '',
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hasKey: !!get('OPENCODE_GO_API_KEY').hasValue,
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},
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grok: {
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model: get('GROK_MODEL').value || '',
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hasKey: !!get('GROK_API_KEY').hasValue,
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},
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},
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};
|
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}
|
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async function loadEnvSettings() {
|
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window.__ENV_SETTINGS = await api('/api/settings/env');
|
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return window.__ENV_SETTINGS;
|
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}
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function envField(settings, key) {
|
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return (settings.fields || []).find(f => f.key === key) || { key, value: '', hasValue: false, masked: '' };
|
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}
|
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async function saveEnvSettings(view) {
|
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const values = { AI_ACTIVE_PROVIDER: $('input[name="aiActiveProvider"]:checked')?.value || 'grok' };
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$$('[data-env-key]', view).forEach(input => values[input.dataset.envKey] = input.value.trim());
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window.__ENV_SETTINGS = await api('/api/settings/env', {
|
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method: 'POST',
|
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headers: { 'Content-Type': 'application/json' },
|
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body: JSON.stringify({ values }),
|
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});
|
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updateAIContextLabel();
|
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return window.__ENV_SETTINGS;
|
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}
|
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async function loadProviderModels(provider) {
|
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return api('/api/ai/models', {
|
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method: 'POST',
|
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headers: { 'Content-Type': 'application/json' },
|
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body: JSON.stringify({ provider }),
|
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});
|
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}
|
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async function getProviderModels(provider) {
|
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window.__AI_MODEL_CACHE = window.__AI_MODEL_CACHE || {};
|
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if (window.__AI_MODEL_CACHE[provider]) return window.__AI_MODEL_CACHE[provider];
|
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const d = await loadProviderModels(provider);
|
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window.__AI_MODEL_CACHE[provider] = d.models || [];
|
||
return window.__AI_MODEL_CACHE[provider];
|
||
}
|
||
async function initSettings() {
|
||
const view = $('#view-settings');
|
||
view.innerHTML = '<div class="page"><div class="empty-state">載入設定中…</div></div>';
|
||
const envSettings = await loadEnvSettings();
|
||
const settings = readAISettings();
|
||
view.innerHTML = `
|
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<div class="page settings-page">
|
||
<div class="page-head">
|
||
<div class="page-title">API Key 與 AI Provider 設定</div>
|
||
<div class="page-sub">所有金鑰會寫入本機專案的 <code>.env</code>（路徑見下方）。金鑰欄位留空代表保留原值；模型與預設 provider 會直接更新。</div>
|
||
<div class="settings-env-path" title="${escapeHtml(envSettings.envPath || '.env')}">${escapeHtml(envSettings.envPath || '.env')}</div>
|
||
</div>
|
||
<section class="ai-provider-card env-provider-card">
|
||
<div class="ai-provider-head">
|
||
<div><b>市場資料</b><span>目前總經與日曆使用 FRED API key。儲存後本次伺服器程序會立即使用新值；若你改了 PORT 或 TTL 類設定，仍建議重啟。</span></div>
|
||
</div>
|
||
<div class="form-grid">
|
||
<div class="field full"><label>FRED API Key</label><input type="password" data-env-key="FRED_API_KEY" placeholder="${envField(envSettings, 'FRED_API_KEY').hasValue ? '已設定，留空保留原值' : '貼上 FRED API key'}"></div>
|
||
</div>
|
||
<div class="ai-provider-foot"><span>狀態：${escapeHtml(envField(envSettings, 'FRED_API_KEY').masked || '未設定')}</span></div>
|
||
</section>
|
||
<div class="ai-settings-grid">
|
||
${Object.entries(AI_PROVIDER_META).map(([id, meta]) => {
|
||
const p = settings.providers?.[id] || {};
|
||
const keyName = id === 'opencode-go' ? 'OPENCODE_GO_API_KEY' : 'GROK_API_KEY';
|
||
const modelName = id === 'opencode-go' ? 'OPENCODE_GO_MODEL' : 'GROK_MODEL';
|
||
const keyField = envField(envSettings, keyName);
|
||
const listId = `models-${id}`;
|
||
return `<section class="ai-provider-card" data-provider="${id}">
|
||
<div class="ai-provider-head">
|
||
<div><b>${escapeHtml(meta.label)}</b><span>${escapeHtml(meta.hint)}</span></div>
|
||
<label class="ai-default"><input type="radio" name="aiActiveProvider" value="${id}" ${settings.active === id ? 'checked' : ''}> 預設</label>
|
||
</div>
|
||
<div class="form-grid">
|
||
<div class="field full"><label>API Key</label><input type="password" data-env-key="${keyName}" placeholder="${keyField.hasValue ? '已設定，留空保留原值' : `貼上 ${meta.label} API key`}"></div>
|
||
<div class="field full"><label>Model</label><div class="ai-model-row"><input type="text" data-env-key="${modelName}" data-ai-model-input="${id}" list="${listId}" value="${escapeHtml(p.model || '')}" placeholder="先抓取此 provider 可用模型"><button type="button" class="btn ghost sm" data-ai-models="${id}">抓取模型</button></div><datalist id="${listId}"></datalist></div>
|
||
</div>
|
||
<div class="ai-provider-foot"><span>狀態：${escapeHtml(keyField.masked || '未設定')}</span><button class="btn ghost sm" data-ai-test="${id}">測試連線</button></div>
|
||
</section>`;
|
||
}).join('')}
|
||
</div>
|
||
<div class="form-actions"><button class="btn" id="saveAISettings">儲存設定</button></div>
|
||
<div id="aiSettingsMsg" class="ai-settings-msg"></div>
|
||
</div>`;
|
||
$('#saveAISettings').addEventListener('click', async () => {
|
||
try {
|
||
await saveEnvSettings(view);
|
||
$('#aiSettingsMsg').textContent = '已寫入 .env。金鑰留空的欄位已保留原值。';
|
||
} catch (e) {
|
||
$('#aiSettingsMsg').textContent = '儲存失敗：' + ((e.data && e.data.message) || e.message || '');
|
||
}
|
||
});
|
||
$$('[data-ai-test]').forEach(btn => btn.addEventListener('click', async () => {
|
||
try {
|
||
$('#aiSettingsMsg').textContent = '先寫入 .env，接著測試連線…';
|
||
await saveEnvSettings(view);
|
||
await askAI({ provider: btn.dataset.aiTest, question: '請用一句話確認你已收到連線測試。', context: { page: 'settings', purpose: 'provider connection test' }, target: '#aiSettingsMsg' });
|
||
} catch (e) {
|
||
$('#aiSettingsMsg').textContent = '測試失敗：' + ((e.data && e.data.message) || e.message || '');
|
||
}
|
||
}));
|
||
$$('[data-ai-models]').forEach(btn => btn.addEventListener('click', async () => {
|
||
const provider = btn.dataset.aiModels;
|
||
const card = btn.closest('.ai-provider-card');
|
||
const input = card?.querySelector(`[data-ai-model-input="${provider}"]`);
|
||
const list = card?.querySelector('datalist');
|
||
try {
|
||
$('#aiSettingsMsg').textContent = '先寫入 .env，接著向 provider 抓取可用模型…';
|
||
await saveEnvSettings(view);
|
||
const d = await loadProviderModels(provider);
|
||
const models = d.models || [];
|
||
if (list) list.innerHTML = models.map(m => `<option value="${escapeHtml(m.id)}"></option>`).join('');
|
||
if (input && !input.value && models[0]) input.value = models[0].id;
|
||
$('#aiSettingsMsg').textContent = models.length ? `已抓到 ${models.length} 個模型，請從 Model 欄位選擇後儲存。` : 'Provider 沒有回傳可用模型。';
|
||
} catch (e) {
|
||
$('#aiSettingsMsg').textContent = '抓取模型失敗：' + ((e.data && e.data.message) || e.message || '');
|
||
}
|
||
}));
|
||
}
|
||
let aiWidgetBusy = false;
|
||
|
||
function initAIWidget() {
|
||
const dock = $('#aiDock');
|
||
if (!dock) return;
|
||
dock.innerHTML = `
|
||
<button class="ai-fab" id="aiFab">AI</button>
|
||
<div class="ai-panel" id="aiPanel" hidden>
|
||
<div class="ai-panel-head"><div><b>MacroScope AI</b><span id="aiContextLabel">準備中</span></div><button type="button" id="aiClose" aria-label="關閉">×</button></div>
|
||
<div class="ai-toolbar">
|
||
<label class="ai-field"><span class="ai-field-label">Provider</span><select id="aiProviderSelect"></select></label>
|
||
<label class="ai-field"><span class="ai-field-label">模型</span><select id="aiModelSelect"></select></label>
|
||
<button type="button" class="btn ghost sm ai-toolbar-settings" id="aiOpenSettings">設定</button>
|
||
</div>
|
||
<div class="ai-chat" id="aiChatLog">
|
||
<div class="ai-msg ai-msg-bot">
|
||
<div class="ai-bubble">有頁面資料時會一併附上；沒有資料或你在設定頁時，就是一般聊天。</div>
|
||
<div class="ai-msg-meta">MacroScope AI</div>
|
||
</div>
|
||
</div>
|
||
<div class="ai-compose">
|
||
<textarea id="aiQuestion" rows="1" placeholder="輸入訊息…（Enter 送出、Shift+Enter 換行）"></textarea>
|
||
<button type="button" class="ai-send" id="aiAskBtn" aria-label="送出">↑</button>
|
||
</div>
|
||
</div>`;
|
||
const refreshProviders = async () => {
|
||
try { await loadEnvSettings(); } catch (_) {}
|
||
const s = readAISettings();
|
||
$('#aiProviderSelect').innerHTML = Object.entries(AI_PROVIDER_META).map(([id, meta]) =>
|
||
`<option value="${id}" ${s.active === id ? 'selected' : ''}>${escapeHtml(meta.label)}</option>`,
|
||
).join('');
|
||
await refreshWidgetModels($('#aiProviderSelect').value);
|
||
};
|
||
refreshProviders();
|
||
$('#aiFab').addEventListener('click', async () => {
|
||
await refreshProviders();
|
||
const opening = $('#aiPanel').hidden;
|
||
$('#aiPanel').hidden = !opening;
|
||
if (opening) refreshAIContextLabel();
|
||
});
|
||
$('#aiClose').addEventListener('click', () => { $('#aiPanel').hidden = true; });
|
||
$('#aiProviderSelect').addEventListener('change', async () => {
|
||
await refreshWidgetModels($('#aiProviderSelect').value);
|
||
refreshAIContextLabel();
|
||
});
|
||
$('#aiOpenSettings').addEventListener('click', () => { location.hash = '#/settings'; $('#aiPanel').hidden = true; });
|
||
$('#aiAskBtn').addEventListener('click', e => { e.preventDefault(); askAIFromWidget(); });
|
||
$('#aiQuestion').addEventListener('input', () => autosizeAIInput());
|
||
$('#aiQuestion').addEventListener('keydown', e => {
|
||
if (e.key !== 'Enter' || e.shiftKey || e.isComposing || e.keyCode === 229) return;
|
||
e.preventDefault();
|
||
askAIFromWidget();
|
||
});
|
||
}
|
||
function autosizeAIInput() {
|
||
const input = $('#aiQuestion');
|
||
if (!input) return;
|
||
input.style.height = 'auto';
|
||
input.style.height = Math.min(input.scrollHeight, 112) + 'px';
|
||
}
|
||
function appendAIMessage(role, html, meta = '') {
|
||
const log = $('#aiChatLog');
|
||
if (!log) return null;
|
||
const msg = document.createElement('div');
|
||
msg.className = `ai-msg ${role === 'user' ? 'ai-msg-user' : 'ai-msg-bot'}`;
|
||
msg.innerHTML = `<div class="ai-bubble">${html}</div>${meta ? `<div class="ai-msg-meta">${escapeHtml(meta)}</div>` : ''}`;
|
||
log.appendChild(msg);
|
||
log.scrollTop = log.scrollHeight;
|
||
return msg;
|
||
}
|
||
async function refreshWidgetModels(provider) {
|
||
const select = $('#aiModelSelect');
|
||
if (!select) return;
|
||
const settings = readAISettings();
|
||
const current = settings.providers?.[provider]?.model || '';
|
||
const defaultOpt = (hint) => `<option value="">${escapeHtml(hint)}</option>`;
|
||
if (!settings.providers?.[provider]?.hasKey) {
|
||
select.innerHTML = defaultOpt('請先在設定填 API key');
|
||
return;
|
||
}
|
||
select.innerHTML = defaultOpt(current ? `預設：${current}` : '使用設定頁的預設模型');
|
||
try {
|
||
const models = await getProviderModels(provider);
|
||
const opts = models.map(m => `<option value="${escapeHtml(m.id)}" ${m.id === current ? 'selected' : ''}>${escapeHtml(m.id)}</option>`).join('');
|
||
select.innerHTML = defaultOpt(current ? `預設：${current}` : '選擇模型') + opts;
|
||
if (current && [...select.options].some(o => o.value === current)) select.value = current;
|
||
} catch (_) {
|
||
select.innerHTML = defaultOpt(current ? `預設：${current}` : '無法列出模型，仍用設定值');
|
||
if (current) select.innerHTML += `<option value="${escapeHtml(current)}" selected>${escapeHtml(current)}</option>`;
|
||
}
|
||
}
|
||
const AI_VIEW_LABELS = { macro: '總經', calendar: '日曆', learn: '學習', stock: '個股', journal: '復盤', settings: '設定' };
|
||
function focusLabelFrom(focus = {}) {
|
||
return focus.label || focus.title || focus.symbol || focus.date || focus.key || '';
|
||
}
|
||
function updateAIContextLabel() {
|
||
const el = $('#aiContextLabel');
|
||
if (!el) return;
|
||
const view = document.body.dataset.view || parseHash();
|
||
if (view === 'settings') {
|
||
el.textContent = '一般聊天';
|
||
return;
|
||
}
|
||
const focus = focusLabelFrom(window.__AI_FOCUS || {});
|
||
el.textContent = focus
|
||
? `${AI_VIEW_LABELS[view] || '頁面'} · ${focus}（檢查是否有資料…）`
|
||
: `${AI_VIEW_LABELS[view] || '頁面'}（檢查是否有資料…）`;
|
||
}
|
||
async function refreshAIContextLabel() {
|
||
const el = $('#aiContextLabel');
|
||
if (!el) return;
|
||
const view = document.body.dataset.view || parseHash();
|
||
if (view === 'settings') {
|
||
el.textContent = '一般聊天';
|
||
return;
|
||
}
|
||
el.textContent = '正在檢查可附帶的頁面資料…';
|
||
try {
|
||
const ctx = await collectAIContext();
|
||
const focus = focusLabelFrom(ctx.focus || window.__AI_FOCUS || {});
|
||
if (ctx.hasPageData) {
|
||
el.textContent = focus
|
||
? `已附上 ${AI_VIEW_LABELS[view] || '頁面'} · ${focus}`
|
||
: `已附上 ${AI_VIEW_LABELS[view] || '頁面'} 資料`;
|
||
} else if (ctx.contextError) {
|
||
el.textContent = `一般聊天（頁面資料未取得：${ctx.contextError}）`;
|
||
} else {
|
||
el.textContent = `一般聊天（${AI_VIEW_LABELS[view] || '此頁'}尚無可用資料）`;
|
||
}
|
||
} catch (e) {
|
||
el.textContent = `一般聊天（${(e.data && e.data.message) || e.message || '無法讀取頁面資料'}）`;
|
||
}
|
||
}
|
||
async function collectAIContext() {
|
||
const view = document.body.dataset.view || parseHash();
|
||
const focus = { ...(window.__AI_FOCUS || {}), view };
|
||
const client = { urlHash: location.hash, visibleText: '', currentNote: null, personalNotes: [], symbol: '', subPage: '' };
|
||
if (view === 'learn') {
|
||
client.currentNote = LEARN.currentNote ? {
|
||
kind: LEARN.currentNote.kind, id: LEARN.currentNote.id, title: LEARN.currentNote.title,
|
||
summary: LEARN.currentNote.summary,
|
||
} : null;
|
||
client.visibleText = $('#learnContent')?.innerText?.slice(0, 6000) || '';
|
||
client.personalNotes = readLearnNotes().slice(0, 8);
|
||
} else if (view === 'stock') {
|
||
client.symbol = STOCK.symbol || '';
|
||
client.subPage = STOCK.sub;
|
||
client.mapAnswers = STOCK.mapAnswers;
|
||
if (STOCK.sub === 'map') client.investMap = STOCK.mapCfg;
|
||
if (STOCK.sub === 'technical' && STOCK.technicalSnapshot) client.technical = STOCK.technicalSnapshot;
|
||
client.visibleText = $('#view-stock')?.innerText?.slice(0, 5000) || '';
|
||
} else if (view === 'journal') {
|
||
client.visibleText = $('#view-journal')?.innerText?.slice(0, 5000) || '';
|
||
} else if (view === 'calendar') {
|
||
client.visibleText = $('#view-calendar')?.innerText?.slice(0, 8000) || '';
|
||
} else if (view === 'macro') {
|
||
client.visibleText = $('#view-macro')?.innerText?.slice(0, 8000) || '';
|
||
}
|
||
return api('/api/ai/context', {
|
||
method: 'POST',
|
||
headers: { 'Content-Type': 'application/json' },
|
||
body: JSON.stringify({ view, focus, client, allowFetch: true }),
|
||
}).catch(e => ({
|
||
mode: 'chat',
|
||
hasPageData: false,
|
||
view,
|
||
focus,
|
||
client,
|
||
contextError: (e.data && e.data.message) || e.message,
|
||
}));
|
||
}
|
||
async function askAIFromWidget() {
|
||
if (aiWidgetBusy) return;
|
||
const input = $('#aiQuestion');
|
||
const send = $('#aiAskBtn');
|
||
const question = input?.value.trim();
|
||
if (!question) return;
|
||
|
||
aiWidgetBusy = true;
|
||
input.value = '';
|
||
autosizeAIInput();
|
||
appendAIMessage('user', escapeHtml(question), '你');
|
||
if (send) send.disabled = true;
|
||
|
||
const typing = appendAIMessage('bot', '<span class="ai-typing"><i></i><i></i><i></i></span>', '正在回覆');
|
||
try {
|
||
const context = await collectAIContext();
|
||
refreshAIContextLabel();
|
||
const provider = $('#aiProviderSelect').value;
|
||
const model = $('#aiModelSelect')?.value || '';
|
||
const d = await askAI({ provider, model, question, context });
|
||
if (typing) {
|
||
typing.querySelector('.ai-bubble').innerHTML = renderMarkdown(d?.text || '（AI 沒有回傳文字）');
|
||
const meta = typing.querySelector('.ai-msg-meta');
|
||
if (meta) meta.textContent = `${AI_PROVIDER_META[provider]?.label || provider}${d?.model ? ' · ' + d.model : ''}`;
|
||
}
|
||
} catch (e) {
|
||
if (typing) {
|
||
typing.querySelector('.ai-bubble').innerHTML = `<div class="ai-error">${escapeHtml((e.data && e.data.message) || e.message || 'AI 呼叫失敗')}</div>`;
|
||
const meta = typing.querySelector('.ai-msg-meta');
|
||
if (meta) meta.textContent = '傳送失敗';
|
||
}
|
||
} finally {
|
||
aiWidgetBusy = false;
|
||
if (send) send.disabled = false;
|
||
$('#aiChatLog').scrollTop = $('#aiChatLog').scrollHeight;
|
||
}
|
||
}
|
||
async function askAI({ provider, model, question, context, target }) {
|
||
const out = target ? $(target) : null;
|
||
const settings = readAISettings();
|
||
const p = settings.providers?.[provider] || {};
|
||
try {
|
||
const d = await api('/api/ai/chat', {
|
||
method: 'POST',
|
||
headers: { 'Content-Type': 'application/json' },
|
||
body: JSON.stringify({ provider, model: model || p.model || '', question, context }),
|
||
});
|
||
if (out) out.innerHTML = renderMarkdown(d.text || '（AI 沒有回傳文字）');
|
||
return d;
|
||
} catch (e) {
|
||
if (out) out.innerHTML = `<div class="ai-error">${escapeHtml((e.data && e.data.message) || e.message || 'AI 呼叫失敗')}</div>`;
|
||
if (!out) throw e;
|
||
return null;
|
||
}
|
||
}
|
||
|
||
// ═══════════════════════════════════════════════════════════
|
||
// 知識庫資料
|
||
// ═══════════════════════════════════════════════════════════
|
||
let KB = { loaded: false, linkMap: {} };
|
||
async function ensureKnowledge() {
|
||
if (KB.loaded) return KB;
|
||
KB = await api('/api/knowledge');
|
||
KB.loaded = true;
|
||
KB.linkMap = KB.linkMap || {};
|
||
return KB;
|
||
}
|
||
// 從任何視圖點連結要看的、但 initLearn 尚未建好 DOM 時，先暫存於此，由 initLearn 收尾渲染
|
||
let pendingNote = null;
|
||
// 把一篇筆記打開在「學習教材」視圖；macro/個股→切到 learn
|
||
async function openNote(kind, id) {
|
||
await ensureKnowledge();
|
||
let note = findLocalNote(kind, id);
|
||
if (!note) { try { note = await api(`/api/note/${encodeURIComponent(kind)}/${encodeURIComponent(id)}`); } catch (e) { note = null; } }
|
||
const finalNote = note || { body: `# 找不到這篇筆記\n（${kind} / ${id}）` };
|
||
finalNote.kind = kind;
|
||
if (!inited.learn) {
|
||
// 學習教材還沒初始化：暫存，切到 learn 後由 initLearn 渲染（避免被課綱總覽蓋掉）
|
||
pendingNote = finalNote;
|
||
location.hash = '#/learn';
|
||
return;
|
||
}
|
||
if (document.body.dataset.view !== 'learn') location.hash = '#/learn';
|
||
renderNote(finalNote);
|
||
}
|
||
function findLocalNote(kind, id) {
|
||
if (kind === 'overview') return KB.overview;
|
||
if (kind === 'principleMap') return KB.principleMap;
|
||
if (kind === 'quiz') return KB.quiz;
|
||
if (kind === 'category') return (KB.categories || []).find(c => c.id === id);
|
||
if (kind === 'case') return (KB.cases || []).find(c => c.id === id);
|
||
if (kind === 'principle') return (KB.principles || []).find(p => p.id === id);
|
||
return null;
|
||
}
|
||
function renderNote(note) {
|
||
const content = $('#learnContent');
|
||
LEARN.currentNote = note;
|
||
const kind = note.kind || LEARN.noteKind;
|
||
setAIFocus({ view: 'learn', type: 'learning-note', kind, id: note.id || '', title: note.title || note.id || '' });
|
||
const center = (kind && note.id) ? `${kind}:${note.id}` : '';
|
||
content.innerHTML = LearnUI.renderArticle(note, {
|
||
escapeHtml,
|
||
renderMarkdown,
|
||
linkMap: KB.linkMap,
|
||
principles: KB.principles,
|
||
});
|
||
bindWlinks(content);
|
||
LearnUI.bindArticle(content, {
|
||
onBack: () => showSection(LEARN.lastSection || 'overview'),
|
||
onGraph: () => showGraph({ center, depth: 2 }),
|
||
openNote,
|
||
goView(v) { location.hash = v === 'macro' ? '#/' : '#/' + v; },
|
||
});
|
||
renderMermaid(content);
|
||
bindTermTips(content);
|
||
window.scrollTo({ top: 0 });
|
||
}
|
||
|
||
// ═══════════════════════════════════════════════════════════
|
||
// 重大事件日曆（網格 · 可增減追蹤 · 今天起兩個月）
|
||
// ═══════════════════════════════════════════════════════════
|
||
const CAL = { events: [], selectedDate: '' };
|
||
const CAL_WEEKDAYS = ['日', '一', '二', '三', '四', '五', '六'];
|
||
|
||
function loadCalendarSymbols() {
|
||
try {
|
||
const raw = localStorage.getItem('calendarSymbols');
|
||
if (raw) {
|
||
const arr = JSON.parse(raw);
|
||
if (Array.isArray(arr)) return [...new Set(arr.map(s => String(s).trim().toUpperCase()).filter(Boolean))];
|
||
}
|
||
} catch (_) {}
|
||
const legacy = localStorage.getItem('eventSymbols');
|
||
if (legacy && legacy.trim()) {
|
||
const arr = legacy.split(',').map(s => s.trim().toUpperCase()).filter(Boolean);
|
||
saveCalendarSymbols(arr);
|
||
localStorage.removeItem('eventSymbols');
|
||
return arr;
|
||
}
|
||
return [];
|
||
}
|
||
async function syncCalendarWatchlistFromServer() {
|
||
try {
|
||
const d = await api('/api/calendar/watchlist');
|
||
const remote = (d.symbols || []).map(s => String(s).trim().toUpperCase()).filter(Boolean);
|
||
if (remote.length) {
|
||
saveCalendarSymbols(remote);
|
||
renderWatchlistChips();
|
||
} else {
|
||
const local = loadCalendarSymbols();
|
||
if (local.length) await pushCalendarWatchlistToServer(local);
|
||
}
|
||
} catch (_) {}
|
||
}
|
||
async function pushCalendarWatchlistToServer(symbols) {
|
||
try {
|
||
const d = await api('/api/calendar/watchlist', {
|
||
method: 'PUT',
|
||
headers: { 'Content-Type': 'application/json' },
|
||
body: JSON.stringify({ symbols: symbols || loadCalendarSymbols() }),
|
||
});
|
||
if (Array.isArray(d.symbols)) saveCalendarSymbols(d.symbols);
|
||
} catch (_) {}
|
||
}
|
||
function saveCalendarSymbols(symbols) {
|
||
const clean = [...new Set((symbols || []).map(s => String(s).trim().toUpperCase()).filter(Boolean))].slice(0, 30);
|
||
localStorage.setItem('calendarSymbols', JSON.stringify(clean));
|
||
return clean;
|
||
}
|
||
function calendarRangeISO() {
|
||
const today = new Date();
|
||
today.setHours(0, 0, 0, 0);
|
||
const end = new Date(today);
|
||
end.setMonth(end.getMonth() + 2);
|
||
const iso = d => `${d.getFullYear()}-${String(d.getMonth() + 1).padStart(2, '0')}-${String(d.getDate()).padStart(2, '0')}`;
|
||
return { start: iso(today), end: iso(end), today: iso(today) };
|
||
}
|
||
function showCalendarMsg(text, tone) {
|
||
const el = $('#calendarMsg');
|
||
if (!el) return;
|
||
el.textContent = text || '';
|
||
el.className = 'calendar-msg' + (tone ? ' ' + tone : '');
|
||
el.hidden = !text;
|
||
}
|
||
function renderWatchlistChips() {
|
||
const box = $('#calendarWatchlist');
|
||
if (!box) return;
|
||
const symbols = loadCalendarSymbols();
|
||
box.innerHTML = symbols.length
|
||
? symbols.map(sym => `<span class="watch-chip" data-sym="${escapeHtml(sym)}"><span class="watch-chip-label">${escapeHtml(sym)}</span><button type="button" class="watch-chip-x" aria-label="移除 ${escapeHtml(sym)}">×</button></span>`).join('')
|
||
: '<span class="watch-empty">還沒有追蹤。在上方輸入代號，按 Enter 或「加入」。</span>';
|
||
}
|
||
function tryAddCalendarSymbol() {
|
||
const input = $('#calendarSymAdd');
|
||
if (!input) return;
|
||
const sym = input.value.trim().toUpperCase();
|
||
if (!sym) { showCalendarMsg('請先輸入股票代號', 'warn'); return; }
|
||
if (!/^[A-Z0-9.\-]{1,12}$/.test(sym)) {
|
||
showCalendarMsg('代號格式不正確（1–12 字，可用英數與 . -）', 'bad');
|
||
input.focus();
|
||
return;
|
||
}
|
||
const cur = loadCalendarSymbols();
|
||
if (cur.includes(sym)) {
|
||
showCalendarMsg(`${sym} 已在追蹤清單`, 'warn');
|
||
input.select();
|
||
return;
|
||
}
|
||
saveCalendarSymbols([...cur, sym]);
|
||
input.value = '';
|
||
renderWatchlistChips();
|
||
pushCalendarWatchlistToServer();
|
||
showCalendarMsg(`已加入 ${sym}，正在更新財報日…`, 'good');
|
||
refreshCalendarData(true);
|
||
}
|
||
function removeCalendarSymbol(sym) {
|
||
sym = String(sym || '').trim().toUpperCase();
|
||
if (!sym) return;
|
||
saveCalendarSymbols(loadCalendarSymbols().filter(s => s !== sym));
|
||
renderWatchlistChips();
|
||
pushCalendarWatchlistToServer();
|
||
showCalendarMsg(`已移除 ${sym}`, 'good');
|
||
refreshCalendarData(true);
|
||
}
|
||
function bindCalendarViewEvents(view) {
|
||
if (!view || view.dataset.calBound) return;
|
||
view.dataset.calBound = '1';
|
||
view.addEventListener('click', e => {
|
||
const rm = e.target.closest('.watch-chip-x');
|
||
if (rm) {
|
||
e.preventDefault();
|
||
e.stopPropagation();
|
||
removeCalendarSymbol(rm.closest('.watch-chip')?.dataset.sym);
|
||
return;
|
||
}
|
||
if (e.target.closest('#calendarSymGo')) {
|
||
e.preventDefault();
|
||
tryAddCalendarSymbol();
|
||
return;
|
||
}
|
||
if (e.target.closest('#calendarRefresh')) return;
|
||
if (e.target.closest('.cal-modal-backdrop') || e.target.closest('.cal-day-close')) {
|
||
closeCalendarDay();
|
||
return;
|
||
}
|
||
const cell = e.target.closest('.cal-cell[data-date]');
|
||
if (cell) { openCalendarDay(cell.dataset.date); return; }
|
||
});
|
||
view.addEventListener('keydown', e => {
|
||
if (e.key === 'Escape') { closeCalendarDay(); return; }
|
||
if (e.target.id === 'calendarSymAdd' && e.key === 'Enter') {
|
||
e.preventDefault();
|
||
tryAddCalendarSymbol();
|
||
return;
|
||
}
|
||
const cell = e.target.closest('.cal-cell[data-date]');
|
||
if (cell && (e.key === 'Enter' || e.key === ' ')) {
|
||
e.preventDefault();
|
||
openCalendarDay(cell.dataset.date);
|
||
}
|
||
});
|
||
}
|
||
function initCalendar() {
|
||
const view = $('#view-calendar');
|
||
view.innerHTML = `
|
||
<div class="page calendar-page">
|
||
<div class="page-head calendar-hero">
|
||
<div>
|
||
<div class="eyebrow">市場日曆</div>
|
||
<div class="page-title">市場日曆：兩個月內會動到股市的大事</div>
|
||
<div class="page-sub">不只財報——還有美國通膨、就業、Fed 開會、選擇權結算、各國央行、美股休市。點日期看詳情，標題旁的 ? 有白話說明。</div>
|
||
</div>
|
||
<button type="button" class="btn ghost" id="calendarRefresh">更新日曆</button>
|
||
</div>
|
||
<section class="calendar-watch-panel" aria-label="追蹤財報">
|
||
<div class="calendar-watch-head">
|
||
<div><b>追蹤財報</b><span>自行新增或刪除，沒有預設清單</span></div>
|
||
<form class="calendar-watch-add" id="calendarWatchForm" autocomplete="off">
|
||
<input id="calendarSymAdd" name="symbol" placeholder="輸入代號，例如 NVDA" autocomplete="off" maxlength="12" spellcheck="false">
|
||
<button type="submit">加入</button>
|
||
</form>
|
||
</div>
|
||
<div class="watch-chip-row" id="calendarWatchlist"></div>
|
||
<div class="calendar-msg" id="calendarMsg" hidden></div>
|
||
</section>
|
||
<section class="cal-intro" aria-label="怎麼看日曆">
|
||
<b>怎麼看？</b>
|
||
<p>格子裡是當天大事的<strong>簡稱</strong>；若看到 <span class="cal-more-inline">+3</span> 代表還有更多，<strong>點日期</strong>可一次看完。每項事件標題旁有 <span class="info-btn demo">?</span>，滑鼠移上去有白話解釋（不用懂 ADP、ECB 是什麼也能看）。</p>
|
||
<ul>
|
||
<li><strong>總經數據</strong>：通膨 CPI、非農就業、零售、房市… 公布時常讓大盤晃一下</li>
|
||
<li><strong>聯準會 / 各國央行</strong>：決定利率，影響借錢成本與股價估值</li>
|
||
<li><strong>四巫日 / 選擇權到期</strong>：衍生品結算，成交量與波動常變大</li>
|
||
<li><strong>財報</strong>：只有你自行加入的股票才會顯示</li>
|
||
</ul>
|
||
</section>
|
||
<div id="calendarBody"></div>
|
||
<div id="calendarModal" class="cal-modal" hidden role="dialog" aria-modal="true" aria-labelledby="calendarModalTitle">
|
||
<div class="cal-modal-backdrop"></div>
|
||
<div class="cal-modal-panel" id="calendarModalPanel"></div>
|
||
</div>
|
||
</div>`;
|
||
$('#calendarWatchForm').addEventListener('submit', e => { e.preventDefault(); tryAddCalendarSymbol(); });
|
||
$('#calendarRefresh').addEventListener('click', () => refreshCalendarData(true));
|
||
bindCalendarViewEvents(view);
|
||
renderWatchlistChips();
|
||
bindTermTips(view);
|
||
syncCalendarWatchlistFromServer().finally(() => refreshCalendarData(false));
|
||
}
|
||
|
||
// ═══════════════════════════════════════════════════════════
|
||
// 追蹤個股（分群 · 報價快覽 · 一鍵進個股工具）
|
||
// ═══════════════════════════════════════════════════════════
|
||
const WATCH = { data: null, activeGroupId: null, quotes: {}, saving: false };
|
||
const WATCH_SYM_RE = /^[A-Z0-9.\-]{1,12}$/;
|
||
|
||
function watchActiveGroup() {
|
||
const groups = WATCH.data?.groups || [];
|
||
return groups.find(g => g.id === WATCH.activeGroupId) || groups[0] || null;
|
||
}
|
||
|
||
async function loadWatchlistFromServer() {
|
||
const d = await api('/api/watchlist');
|
||
WATCH.data = d;
|
||
if (!WATCH.activeGroupId || !d.groups?.some(g => g.id === WATCH.activeGroupId)) {
|
||
WATCH.activeGroupId = d.groups?.[0]?.id || 'default';
|
||
}
|
||
return d;
|
||
}
|
||
|
||
async function saveWatchlistToServer() {
|
||
if (!WATCH.data || WATCH.saving) return;
|
||
WATCH.saving = true;
|
||
const status = $('#watchStatus');
|
||
try {
|
||
const d = await api('/api/watchlist', {
|
||
method: 'PUT',
|
||
headers: { 'Content-Type': 'application/json' },
|
||
body: JSON.stringify(WATCH.data),
|
||
});
|
||
WATCH.data = d;
|
||
if (status) status.textContent = '已儲存';
|
||
} catch (e) {
|
||
if (status) status.textContent = (e.data?.message || e.message || '儲存失敗');
|
||
} finally {
|
||
WATCH.saving = false;
|
||
renderWatchlistView();
|
||
}
|
||
}
|
||
|
||
function showWatchMsg(text, tone) {
|
||
const el = $('#watchMsg');
|
||
if (!el) return;
|
||
el.textContent = text || '';
|
||
el.className = 'watch-msg' + (tone ? ` ${tone}` : '');
|
||
el.hidden = !text;
|
||
}
|
||
|
||
async function refreshWatchQuotes(symbols) {
|
||
const syms = [...new Set((symbols || []).map(s => String(s).trim().toUpperCase()).filter(Boolean))];
|
||
if (!syms.length) { WATCH.quotes = {}; return; }
|
||
try {
|
||
const d = await api(`/api/watchlist/quotes?symbols=${encodeURIComponent(syms.join(','))}`);
|
||
for (const q of d.quotes || []) {
|
||
if (q?.symbol) WATCH.quotes[q.symbol] = q;
|
||
}
|
||
} catch (_) { /* 報價失敗仍顯示代號 */ }
|
||
}
|
||
|
||
function initWatchlist() {
|
||
const view = $('#view-watchlist');
|
||
view.innerHTML = `
|
||
<div class="page watch-page">
|
||
<div class="page-head">
|
||
<div class="page-title">⭐ 追蹤個股</div>
|
||
<div class="page-sub">依分群管理你關注的標的，快速看報價並一鍵進入個股工具（指標、技術圖、財報、產業鏈）。與「日曆 · 追蹤財報」清單分開儲存。</div>
|
||
</div>
|
||
<div class="watch-toolbar">
|
||
<span class="watch-status" id="watchStatus"></span>
|
||
<button type="button" class="btn ghost sm" id="watchRefreshQuotes">更新報價</button>
|
||
<button type="button" class="btn ghost sm" id="watchImportCalendar">匯入日曆追蹤</button>
|
||
</div>
|
||
<p class="watch-msg" id="watchMsg" hidden></p>
|
||
<div class="watch-layout">
|
||
<aside class="watch-groups" aria-label="分群">
|
||
<div class="watch-groups-head">
|
||
<b>分群</b>
|
||
<button type="button" class="btn sm" id="watchAddGroup">＋ 新分群</button>
|
||
</div>
|
||
<ul class="watch-group-list" id="watchGroupList"></ul>
|
||
</aside>
|
||
<section class="watch-main">
|
||
<div class="watch-main-head" id="watchMainHead"></div>
|
||
<form class="watch-add-form" id="watchAddForm" autocomplete="off">
|
||
<input type="text" id="watchSymInput" placeholder="輸入代號，例如 NVDA" maxlength="12">
|
||
<button type="submit" class="btn sm">加入此分群</button>
|
||
</form>
|
||
<div class="watch-symbol-grid" id="watchSymbolGrid"></div>
|
||
</section>
|
||
</div>
|
||
</div>`;
|
||
$('#watchAddGroup').addEventListener('click', () => watchAddGroup());
|
||
$('#watchAddForm').addEventListener('submit', e => { e.preventDefault(); watchTryAddSymbol(); });
|
||
$('#watchRefreshQuotes').addEventListener('click', () => renderWatchlistView(true));
|
||
$('#watchImportCalendar').addEventListener('click', () => watchImportFromCalendar());
|
||
$('#watchGroupList').addEventListener('click', e => {
|
||
const row = e.target.closest('[data-group-id]');
|
||
if (!row) return;
|
||
if (e.target.closest('.watch-group-del')) {
|
||
watchDeleteGroup(row.dataset.groupId);
|
||
return;
|
||
}
|
||
WATCH.activeGroupId = row.dataset.groupId;
|
||
renderWatchlistView();
|
||
});
|
||
$('#watchSymbolGrid').addEventListener('click', e => {
|
||
const open = e.target.closest('[data-open-sym]');
|
||
if (open) {
|
||
location.hash = '#/stock';
|
||
setView('stock');
|
||
setStockSymbol(open.dataset.openSym);
|
||
return;
|
||
}
|
||
const rm = e.target.closest('.watch-sym-rm');
|
||
if (rm) watchRemoveSymbol(rm.dataset.sym);
|
||
});
|
||
$('#watchSymbolGrid').addEventListener('change', e => {
|
||
const mv = e.target.closest('.watch-sym-move');
|
||
if (mv?.value) {
|
||
watchMoveSymbol(mv.dataset.sym, mv.value);
|
||
mv.value = '';
|
||
}
|
||
});
|
||
loadWatchlistFromServer()
|
||
.then(() => renderWatchlistView(true))
|
||
.catch(e => {
|
||
$('#watchSymbolGrid').innerHTML = `<div class="empty-state">無法載入追蹤清單：${escapeHtml(e.message || '')}</div>`;
|
||
});
|
||
}
|
||
|
||
function watchAddGroup() {
|
||
const name = window.prompt('新分群名稱', '新分群');
|
||
if (name == null) return;
|
||
const trimmed = String(name).trim().slice(0, 40);
|
||
if (!trimmed) { showWatchMsg('分群名稱不可為空', 'warn'); return; }
|
||
const id = `g_${Date.now().toString(36)}`;
|
||
WATCH.data.groups.push({ id, name: trimmed, symbols: [], order: WATCH.data.groups.length });
|
||
WATCH.activeGroupId = id;
|
||
saveWatchlistToServer();
|
||
}
|
||
|
||
function watchDeleteGroup(id) {
|
||
if ((WATCH.data?.groups || []).length <= 1) {
|
||
showWatchMsg('至少保留一個分群', 'warn');
|
||
return;
|
||
}
|
||
const g = WATCH.data.groups.find(x => x.id === id);
|
||
if (!g) return;
|
||
if (!window.confirm(`刪除分群「${g.name}」？其中的 ${g.symbols.length} 檔標的會一併移除。`)) return;
|
||
WATCH.data.groups = WATCH.data.groups.filter(x => x.id !== id);
|
||
if (WATCH.activeGroupId === id) WATCH.activeGroupId = WATCH.data.groups[0]?.id;
|
||
saveWatchlistToServer();
|
||
}
|
||
|
||
function watchRenameGroup(id) {
|
||
const g = WATCH.data.groups.find(x => x.id === id);
|
||
if (!g) return;
|
||
const name = window.prompt('分群名稱', g.name);
|
||
if (name == null) return;
|
||
const trimmed = String(name).trim().slice(0, 40);
|
||
if (!trimmed) return;
|
||
g.name = trimmed;
|
||
saveWatchlistToServer();
|
||
}
|
||
|
||
function watchTryAddSymbol() {
|
||
const input = $('#watchSymInput');
|
||
const sym = input?.value.trim().toUpperCase();
|
||
if (!sym) { showWatchMsg('請輸入股票代號', 'warn'); return; }
|
||
if (!WATCH_SYM_RE.test(sym)) {
|
||
showWatchMsg('代號格式不正確（1–12 字，英數與 . -）', 'bad');
|
||
input?.focus();
|
||
return;
|
||
}
|
||
const g = watchActiveGroup();
|
||
if (!g) return;
|
||
const all = new Set();
|
||
for (const grp of WATCH.data.groups) (grp.symbols || []).forEach(s => all.add(s));
|
||
if (all.has(sym)) {
|
||
showWatchMsg(`${sym} 已在其他分群；同一標的僅能出現一次`, 'warn');
|
||
return;
|
||
}
|
||
if (g.symbols.includes(sym)) {
|
||
showWatchMsg(`${sym} 已在此分群`, 'warn');
|
||
return;
|
||
}
|
||
g.symbols.push(sym);
|
||
if (input) input.value = '';
|
||
showWatchMsg(`${sym} 已加入「${g.name}」`, 'good');
|
||
saveWatchlistToServer();
|
||
}
|
||
|
||
function watchRemoveSymbol(sym) {
|
||
const g = watchActiveGroup();
|
||
if (!g) return;
|
||
g.symbols = g.symbols.filter(s => s !== sym);
|
||
saveWatchlistToServer();
|
||
}
|
||
|
||
function watchMoveSymbol(sym, targetGroupId) {
|
||
if (!targetGroupId) return;
|
||
const from = watchActiveGroup();
|
||
const to = WATCH.data.groups.find(g => g.id === targetGroupId);
|
||
if (!from || !to || from.id === to.id) return;
|
||
from.symbols = from.symbols.filter(s => s !== sym);
|
||
if (!to.symbols.includes(sym)) to.symbols.push(sym);
|
||
saveWatchlistToServer();
|
||
}
|
||
|
||
async function watchImportFromCalendar() {
|
||
const cal = loadCalendarSymbols();
|
||
if (!cal.length) { showWatchMsg('日曆尚無追蹤標的', 'warn'); return; }
|
||
const all = new Set();
|
||
for (const grp of WATCH.data.groups) (grp.symbols || []).forEach(s => all.add(s));
|
||
const g = watchActiveGroup();
|
||
let added = 0;
|
||
for (const sym of cal) {
|
||
if (all.has(sym)) continue;
|
||
g.symbols.push(sym);
|
||
all.add(sym);
|
||
added++;
|
||
}
|
||
if (!added) { showWatchMsg('日曆中的標的都已在你追蹤清單裡', 'warn'); return; }
|
||
showWatchMsg(`已從日曆匯入 ${added} 檔到「${g.name}」`, 'good');
|
||
await saveWatchlistToServer();
|
||
}
|
||
|
||
function renderWatchGroupList() {
|
||
const ul = $('#watchGroupList');
|
||
if (!ul || !WATCH.data) return;
|
||
const groups = [...(WATCH.data.groups || [])].sort((a, b) => a.order - b.order);
|
||
ul.innerHTML = groups.map(g => {
|
||
const on = g.id === WATCH.activeGroupId;
|
||
const n = (g.symbols || []).length;
|
||
return `<li>
|
||
<button type="button" class="watch-group-item${on ? ' active' : ''}" data-group-id="${escapeHtml(g.id)}">
|
||
<span class="watch-group-name">${escapeHtml(g.name)}</span>
|
||
<span class="watch-group-count">${n}</span>
|
||
</button>
|
||
${groups.length > 1 ? `<button type="button" class="watch-group-del" data-group-id="${escapeHtml(g.id)}" title="刪除分群">×</button>` : ''}
|
||
</li>`;
|
||
}).join('');
|
||
}
|
||
|
||
function renderWatchMainHead() {
|
||
const head = $('#watchMainHead');
|
||
const g = watchActiveGroup();
|
||
if (!head || !g) return;
|
||
const total = (WATCH.data?.groups || []).reduce((n, grp) => n + (grp.symbols?.length || 0), 0);
|
||
head.innerHTML = `
|
||
<div>
|
||
<h2 class="watch-main-title">${escapeHtml(g.name)}</h2>
|
||
<span class="watch-main-sub">此群 ${g.symbols.length} 檔 · 全部共 ${total} 檔</span>
|
||
</div>
|
||
<button type="button" class="btn ghost sm" id="watchRenameGroup">重新命名</button>`;
|
||
$('#watchRenameGroup')?.addEventListener('click', () => watchRenameGroup(g.id));
|
||
}
|
||
|
||
function watchSymbolCard(sym, g) {
|
||
const q = WATCH.quotes[sym] || {};
|
||
const chg = q.changePercent;
|
||
const chgCls = chg == null ? '' : (chg >= 0 ? 'pnl-pos' : 'pnl-neg');
|
||
const chgTxt = chg == null ? '—' : `${chg >= 0 ? '+' : ''}${Number(chg).toFixed(2)}%`;
|
||
const priceTxt = q.price != null ? fmtNum(q.price, 2) : (q.error ? '無報價' : '…');
|
||
const otherGroups = (WATCH.data?.groups || []).filter(x => x.id !== g.id);
|
||
const moveOpts = otherGroups.length
|
||
? `<label class="watch-sym-move-wrap"><span>移至</span><select class="watch-sym-move" data-sym="${escapeHtml(sym)}">
|
||
<option value="">—</option>
|
||
${otherGroups.map(og => `<option value="${escapeHtml(og.id)}">${escapeHtml(og.name)}</option>`).join('')}
|
||
</select></label>`
|
||
: '';
|
||
return `<article class="watch-sym-card">
|
||
<button type="button" class="watch-sym-open" data-open-sym="${escapeHtml(sym)}">
|
||
<span class="watch-sym-ticker">${escapeHtml(sym)}</span>
|
||
<span class="watch-sym-name">${escapeHtml(q.name && q.name !== sym ? q.name : '')}</span>
|
||
<span class="watch-sym-price">${escapeHtml(priceTxt)}</span>
|
||
<span class="watch-sym-chg ${chgCls}">${escapeHtml(chgTxt)}</span>
|
||
</button>
|
||
<div class="watch-sym-actions">
|
||
${moveOpts}
|
||
<button type="button" class="watch-sym-rm" data-sym="${escapeHtml(sym)}" aria-label="移除 ${escapeHtml(sym)}">移除</button>
|
||
</div>
|
||
</article>`;
|
||
}
|
||
|
||
async function renderWatchlistView(refreshQuotes = false) {
|
||
if (!WATCH.data) return;
|
||
renderWatchGroupList();
|
||
renderWatchMainHead();
|
||
const grid = $('#watchSymbolGrid');
|
||
const g = watchActiveGroup();
|
||
if (!grid || !g) return;
|
||
const symbols = g.symbols || [];
|
||
if (refreshQuotes && symbols.length) await refreshWatchQuotes(symbols);
|
||
grid.innerHTML = symbols.length
|
||
? symbols.map(sym => watchSymbolCard(sym, g)).join('')
|
||
: '<div class="watch-empty-panel">此分群尚無標的。在上方輸入代號加入，或從「日曆 · 追蹤財報」匯入。</div>';
|
||
const st = $('#watchStatus');
|
||
if (st && WATCH.data.updatedAt) {
|
||
st.textContent = `共 ${(WATCH.data.groups || []).reduce((n, grp) => n + (grp.symbols?.length || 0), 0)} 檔 · 更新 ${new Date(WATCH.data.updatedAt).toLocaleString('zh-TW', { month: 'numeric', day: 'numeric', hour: '2-digit', minute: '2-digit' })}`;
|
||
}
|
||
}
|
||
|
||
function calendarEventLabel(ev) {
|
||
if (ev.symbol) return ev.symbol;
|
||
const t = ev.title || '';
|
||
const rules = [
|
||
[/FOMC.*點陣|SEP/i, 'FOMC+點陣'],
|
||
[/FOMC|聯準會.*利率/i, 'FOMC決議'],
|
||
[/CPI|消費者物價/i, 'CPI通膨'],
|
||
[/非農|Employment Situation/i, '非農就業'],
|
||
[/PCE|個人收入/i, 'PCE通膨'],
|
||
[/GDP|國內生產/i, 'GDP'],
|
||
[/PPI|生產者物價/i, 'PPI'],
|
||
[/JOLTS|職缺/i, 'JOLTS職缺'],
|
||
[/四巫/i, '四巫日'],
|
||
[/月選擇權/i, '選擇權到期'],
|
||
[/美股休市/i, '美股休市'],
|
||
[/歐洲央行|ECB/i, '歐央行'],
|
||
[/日本央行/i, '日央行'],
|
||
[/英央行|MPC/i, '英央行'],
|
||
[/Jackson Hole/i, '央行年會'],
|
||
[/ADP/i, 'ADP就業'],
|
||
[/初領失業/i, '失業救濟'],
|
||
[/密西根/i, '消費信心'],
|
||
[/零售銷售/i, '零售銷售'],
|
||
[/工業生產/i, '工業生產'],
|
||
[/新屋開工|成屋|營建許可/i, '房市數據'],
|
||
[/耐久財/i, '耐久財'],
|
||
[/消費信貸/i, '消費信貸'],
|
||
[/費城 Fed|製造業指數/i, '製造業調查'],
|
||
[/非製造業/i, '服務業調查'],
|
||
[/就業成本|ECI/i, '就業成本'],
|
||
[/生產力/i, '生產力'],
|
||
[/進出口物價/i, '進出口價'],
|
||
[/實質薪資/i, '實質薪資'],
|
||
[/國際貿易/i, '貿易數據'],
|
||
[/財報/i, '財報'],
|
||
];
|
||
for (const [re, label] of rules) if (re.test(t)) return label;
|
||
return t.length > 8 ? t.slice(0, 7) + '…' : t;
|
||
}
|
||
function calendarEventChip(ev) {
|
||
const cat = ev.category || 'macro';
|
||
const title = `${ev.title || ''}${ev.time ? ' · ' + ev.time : ''}${ev.note ? '\n' + ev.note : ''}`;
|
||
return `<button type="button" class="cal-ev ${escapeHtml(ev.impact || 'low')} cat-${escapeHtml(cat)}" title="${escapeHtml(title)}" data-ev-key="${escapeHtml(ev.date + '|' + (ev.symbol || '') + '|' + (ev.title || ''))}">${escapeHtml(calendarEventLabel(ev))}</button>`;
|
||
}
|
||
function calendarDayDetailHTML(date, events) {
|
||
if (!date) return '';
|
||
const d = new Date(date + 'T00:00:00');
|
||
const label = isNaN(d) ? date : d.toLocaleDateString('zh-TW', { month: 'long', day: 'numeric', weekday: 'long' });
|
||
if (!events.length) {
|
||
return `<div class="cal-day-detail">
|
||
<div class="cal-day-detail-head"><b id="calendarModalTitle">${escapeHtml(label)}</b><button type="button" class="cal-day-close" aria-label="關閉">✕</button></div>
|
||
<div class="empty-state" style="padding:18px 0">這天沒有事件。</div>
|
||
</div>`;
|
||
}
|
||
const rows = events.map(ev => {
|
||
const tipKey = eventTipKey(ev.title, ev.note);
|
||
const tip = tipKey ? termTipBtn(tipKey, ev.title) : '';
|
||
const cat = { fed: '聯準會', macro: '總經', earnings: '財報', derivatives: '衍生品', market: '市場', central_bank: '央行' }[ev.category] || '事件';
|
||
const impact = { high: '高', medium: '中', low: '低' }[ev.impact] || '低';
|
||
return `<div class="cal-detail-row ${escapeHtml(ev.impact || 'low')}">
|
||
<div class="cal-detail-main">
|
||
<div class="cal-detail-title"><span class="event-impact ${escapeHtml(ev.impact || 'low')}">${impact}</span><b>${escapeHtml(ev.title)}</b>${tip}${ev.symbol ? `<span class="event-symbol">${escapeHtml(ev.symbol)}</span>` : ''}</div>
|
||
<div class="cal-detail-note">${escapeHtml(ev.note || '—')}${ev.time ? ' · ' + escapeHtml(ev.time) : ''}</div>
|
||
</div>
|
||
<div class="cal-detail-meta">${escapeHtml(cat)}<small>${escapeHtml(ev.source || '')}</small></div>
|
||
</div>`;
|
||
}).join('');
|
||
return `<div class="cal-day-detail">
|
||
<div class="cal-day-detail-head"><b id="calendarModalTitle">${escapeHtml(label)}</b><span>${events.length} 項事件</span><button type="button" class="cal-day-close" aria-label="關閉">✕</button></div>
|
||
<div class="cal-detail-list">${rows}</div>
|
||
</div>`;
|
||
}
|
||
function closeCalendarDay() {
|
||
CAL.selectedDate = '';
|
||
$$('.cal-cell.selected').forEach(el => el.classList.remove('selected'));
|
||
const modal = $('#calendarModal');
|
||
if (modal) modal.hidden = true;
|
||
document.body.classList.remove('cal-modal-open');
|
||
}
|
||
function openCalendarDay(date) {
|
||
CAL.selectedDate = date || '';
|
||
$$('.cal-cell.selected').forEach(el => el.classList.remove('selected'));
|
||
const cell = $(`.cal-cell[data-date="${date}"]`);
|
||
if (cell) cell.classList.add('selected');
|
||
const events = CAL.events.filter(ev => ev.date === date);
|
||
setAIFocus({ type: 'calendar-day', date, label: `${date} · ${events.length} 項事件`, eventCount: events.length });
|
||
const modal = $('#calendarModal');
|
||
const panel = $('#calendarModalPanel');
|
||
if (!modal || !panel) return;
|
||
panel.innerHTML = calendarDayDetailHTML(date, events);
|
||
bindTermTips(panel);
|
||
modal.hidden = false;
|
||
document.body.classList.add('cal-modal-open');
|
||
$('.cal-day-close', panel)?.focus();
|
||
}
|
||
function buildCalendarGrid(events, range) {
|
||
const byDate = new Map();
|
||
for (const ev of events) {
|
||
if (ev.date < range.start || ev.date > range.end) continue;
|
||
if (!byDate.has(ev.date)) byDate.set(ev.date, []);
|
||
byDate.get(ev.date).push(ev);
|
||
}
|
||
for (const [, list] of byDate) {
|
||
list.sort((a, b) => {
|
||
const rank = { high: 0, medium: 1, low: 2 };
|
||
const ra = rank[a.impact] ?? 2, rb = rank[b.impact] ?? 2;
|
||
if (ra !== rb) return ra - rb;
|
||
return String(a.title).localeCompare(String(b.title));
|
||
});
|
||
}
|
||
const start = new Date(range.start + 'T00:00:00');
|
||
const end = new Date(range.end + 'T00:00:00');
|
||
const months = [];
|
||
let cursor = new Date(start.getFullYear(), start.getMonth(), 1);
|
||
while (cursor <= end) {
|
||
months.push(new Date(cursor));
|
||
cursor = new Date(cursor.getFullYear(), cursor.getMonth() + 1, 1);
|
||
}
|
||
const monthHTML = months.map((m, idx) => {
|
||
const y = m.getFullYear(), mo = m.getMonth();
|
||
const firstDow = new Date(y, mo, 1).getDay();
|
||
const daysInMonth = new Date(y, mo + 1, 0).getDate();
|
||
let cells = '';
|
||
for (let i = 0; i < firstDow; i++) cells += '<div class="cal-cell pad"></div>';
|
||
for (let day = 1; day <= daysInMonth; day++) {
|
||
const iso = `${y}-${String(mo + 1).padStart(2, '0')}-${String(day).padStart(2, '0')}`;
|
||
if (iso < range.start || iso > range.end) {
|
||
cells += `<div class="cal-cell off"><span class="cal-day">${day}</span></div>`;
|
||
continue;
|
||
}
|
||
const dayEvents = byDate.get(iso) || [];
|
||
const cls = [
|
||
'cal-cell',
|
||
iso === range.today ? 'today' : '',
|
||
dayEvents.length ? 'has-events' : '',
|
||
dayEvents.some(e => e.impact === 'high') ? 'has-hot' : '',
|
||
].filter(Boolean).join(' ');
|
||
const evHtml = dayEvents.slice(0, 6).map(calendarEventChip).join('')
|
||
+ (dayEvents.length > 6 ? `<span class="cal-more" title="點日期看全部">+${dayEvents.length - 6} 更多</span>` : '');
|
||
cells += `<div class="${cls}" data-date="${iso}" role="button" tabindex="0" aria-label="${iso} 共 ${dayEvents.length} 項事件">
|
||
<div class="cal-day-top"><span class="cal-day">${day}</span>${dayEvents.length ? `<span class="cal-count">${dayEvents.length}</span>` : ''}</div>
|
||
<div class="cal-events">${evHtml || '<span class="cal-quiet">—</span>'}</div>
|
||
</div>`;
|
||
}
|
||
const title = m.toLocaleDateString('zh-TW', { year: 'numeric', month: 'long' });
|
||
return `<section class="cal-month">
|
||
<div class="cal-month-head"><h3>${escapeHtml(title)}</h3><span>${idx === 0 ? '從今天起' : ''}</span></div>
|
||
<div class="cal-weekdays">${CAL_WEEKDAYS.map(w => `<span>${w}</span>`).join('')}</div>
|
||
<div class="cal-grid">${cells}</div>
|
||
</section>`;
|
||
}).join('');
|
||
return `<div class="cal-board">${monthHTML}</div>`;
|
||
}
|
||
function formatCalendarCachedAt(iso) {
|
||
if (!iso) return '';
|
||
const d = new Date(iso);
|
||
if (isNaN(d)) return '';
|
||
return d.toLocaleString('zh-TW', { month: 'numeric', day: 'numeric', hour: '2-digit', minute: '2-digit' });
|
||
}
|
||
async function refreshCalendarData(force) {
|
||
const body = $('#calendarBody');
|
||
if (!body) return;
|
||
const range = calendarRangeISO();
|
||
const symbols = loadCalendarSymbols();
|
||
const hadEvents = CAL.events.length > 0;
|
||
if (!hadEvents || force) {
|
||
body.innerHTML = `
|
||
<div class="calendar-summary">
|
||
<div class="calendar-stat"><b id="calendarEventCount">—</b><span>區間內事件（自動）</span></div>
|
||
<div class="calendar-stat"><b>${escapeHtml(range.start)}</b><span>起算日（今天）</span></div>
|
||
<div class="calendar-stat"><b>${escapeHtml(range.end)}</b><span>結束日（約兩個月）</span></div>
|
||
<div class="calendar-stat"><b>${symbols.length}</b><span>你追蹤的財報</span></div>
|
||
</div>
|
||
<div class="cal-legend">
|
||
<span><i class="leg high"></i>高衝擊</span>
|
||
<span><i class="leg medium"></i>中</span>
|
||
<span><i class="leg fed"></i>聯準會</span>
|
||
<span><i class="leg deriv"></i>四巫 / 選擇權</span>
|
||
<span><i class="leg cb"></i>全球央行</span>
|
||
<span><i class="leg earn"></i>財報（自訂）</span>
|
||
<span class="cal-legend-note">點日期 → 彈窗看完整列表與 ? 說明</span>
|
||
</div>
|
||
<div class="cal-loading"><div class="spinner" style="width:24px;height:24px;border:3px solid var(--border);border-top-color:var(--blue);border-radius:50%;margin:0 auto 10px;animation:spin .8s linear infinite"></div>正在載入日曆…</div>
|
||
<div id="calendarGridHost"></div>
|
||
<div class="metric-source-note" id="calendarSourceNote"></div>`;
|
||
} else {
|
||
const note = $('#calendarSourceNote');
|
||
if (note) note.textContent = '正在背景更新日曆…';
|
||
}
|
||
try {
|
||
closeCalendarDay();
|
||
const qs = new URLSearchParams({ symbols: symbols.join(','), start: range.start, end: range.end });
|
||
if (force) qs.set('fresh', '1');
|
||
const d = await api('/api/calendar?' + qs.toString());
|
||
CAL.events = (d.events || []).filter(ev => ev.date >= range.start && ev.date <= range.end);
|
||
const autoCount = CAL.events.filter(ev => ev.category !== 'earnings').length;
|
||
const countEl = $('#calendarEventCount');
|
||
if (countEl) countEl.textContent = String(autoCount);
|
||
const sourceNote = (d.sources || []).map(s => `${s.ok ? '已更新' : '待補'} ${s.name}`).join(' · ');
|
||
const loading = $('.cal-loading', body);
|
||
if (loading) loading.remove();
|
||
$('#calendarGridHost').innerHTML = buildCalendarGrid(CAL.events, range);
|
||
const staleHint = d.stale ? '（更新失敗，顯示資料庫舊資料）' : (d.cached ? '（資料庫快取，每日更新）' : '（剛更新）');
|
||
const timeHint = formatCalendarCachedAt(d.cachedAt) ? ` · 更新 ${formatCalendarCachedAt(d.cachedAt)}` : '';
|
||
$('#calendarSourceNote').textContent = `共 ${CAL.events.length} 項${staleHint}${timeHint}。來源：${sourceNote}。`;
|
||
if (CAL.selectedDate) openCalendarDay(CAL.selectedDate);
|
||
showCalendarMsg('', '');
|
||
} catch (e) {
|
||
body.innerHTML = `<div class="empty-state">無法更新日曆：${escapeHtml((e.data && e.data.message) || e.message || '')}</div>`;
|
||
}
|
||
}
|
||
|
||
// ═══════════════════════════════════════════════════════════
|
||
// 學習教材視圖
|
||
// ═══════════════════════════════════════════════════════════
|
||
const LEARN = { lastSection: 'overview', graphFilter: 'curriculum', graphView: 'map', currentNote: null, noteKind: null };
|
||
const GRAPH_KINDS = [
|
||
{ id: 'curriculum', label: '課程骨架', kinds: 'overview,principleMap,category,case,principle' },
|
||
{ id: 'terms', label: '名詞', kinds: 'term', includeIndex: '1' },
|
||
{ id: 'companies', label: '公司', kinds: 'company', includeIndex: '1' },
|
||
];
|
||
function setLearnActive(section) {
|
||
$$('#learnSide a').forEach(a => a.classList.toggle('active', a.dataset.section === section));
|
||
}
|
||
async function initLearn() {
|
||
const view = $('#view-learn');
|
||
view.innerHTML = `<div class="page"><div class="empty-state"><div class="spinner" style="width:28px;height:28px;border:3px solid var(--border);border-top-color:var(--blue);border-radius:50%;margin:0 auto 14px;animation:spin .8s linear infinite"></div>正在載入知識庫…</div></div>`;
|
||
try { await ensureKnowledge(); } catch (e) {
|
||
view.innerHTML = `<div class="page"><div class="empty-state">知識庫尚未建立。請先在 web/ 目錄執行 <code>npm run build:knowledge</code> 產生 data/knowledge.json，再重新整理。</div></div>`;
|
||
return;
|
||
}
|
||
const c = KB.counts || {};
|
||
view.innerHTML = `
|
||
<div class="page">
|
||
<div class="page-head learn-hero">
|
||
<div>
|
||
<div class="eyebrow">學習路徑</div>
|
||
<div class="page-title">照問題學，不要硬背名詞</div>
|
||
<div class="page-sub">從「現在大環境如何」「這家公司值不值得研究」「這筆交易哪裡做錯」三條路開始。每步都有連結與可點的工具，案例會標出可重複使用的原則。</div>
|
||
</div>
|
||
<div class="learn-stats">
|
||
<div><b>${(KB.cases || []).length}</b><span>案例講解</span></div>
|
||
<div><b>${(KB.principles || []).length}</b><span>投資原則</span></div>
|
||
<div><b>${c.terms || 0}</b><span>名詞速查</span></div>
|
||
</div>
|
||
</div>
|
||
<div class="learn-layout">
|
||
<div class="learn-side" id="learnSide">
|
||
<div class="side-group">課程</div>
|
||
<a data-section="overview">今日入口</a>
|
||
<a data-section="lab">學習實驗室</a>
|
||
<a data-section="principleMap">原則地圖</a>
|
||
<a data-section="quiz">練習題庫</a>
|
||
<div class="side-group">內容</div>
|
||
<a data-section="categories">學習分類 <span class="count">${(KB.categories || []).length}</span></a>
|
||
<a data-section="cases">案例講解 <span class="count">${(KB.cases || []).length}</span></a>
|
||
<a data-section="principles">投資原則 <span class="count">${(KB.principles || []).length}</span></a>
|
||
<div class="side-group">視覺化</div>
|
||
<a data-section="graph">🔗 知識圖譜</a>
|
||
<div class="side-group">速查</div>
|
||
<a data-section="terms">名詞 <span class="count">${c.terms || 0}</span></a>
|
||
<a data-section="companies">公司 <span class="count">${c.companies || 0}</span></a>
|
||
<a data-section="episodes">單集 <span class="count">${c.episodes || 0}</span></a>
|
||
</div>
|
||
<div class="learn-content" id="learnContent"></div>
|
||
</div>
|
||
</div>`;
|
||
$$('#learnSide a').forEach(a => a.addEventListener('click', () => showSection(a.dataset.section)));
|
||
if (pendingNote) { const n = pendingNote; pendingNote = null; renderNote(n); }
|
||
else showSection('overview');
|
||
}
|
||
function showSection(section) {
|
||
LEARN.lastSection = section;
|
||
setLearnActive(section);
|
||
const content = $('#learnContent');
|
||
if (!content) return;
|
||
if (section === 'overview') return renderLearnHome();
|
||
if (section === 'lab') return renderLearnLab();
|
||
if (section === 'principleMap') return renderNote(Object.assign({ kind: 'principleMap' }, KB.principleMap || { body: '# 心法地圖\n（尚無內容）' }));
|
||
if (section === 'quiz') return renderQuiz();
|
||
if (section === 'graph') return showGraph();
|
||
if (section === 'categories') return renderCardList('學習分類', KB.categories, 'category');
|
||
if (section === 'cases') return renderCardList('案例講解', KB.cases, 'case');
|
||
if (section === 'principles') return renderPrincipleList();
|
||
if (['terms', 'companies', 'episodes'].includes(section)) return renderGlossary(section);
|
||
}
|
||
function renderLearnHome() {
|
||
const content = $('#learnContent');
|
||
content.innerHTML = LearnUI.renderHome({ escapeHtml });
|
||
LearnUI.bindHome(content, {
|
||
openNote,
|
||
showSection,
|
||
goView(v) { location.hash = v === 'macro' ? '#/' : '#/' + v; },
|
||
});
|
||
window.scrollTo({ top: 0 });
|
||
}
|
||
function learnNoteKey(note) {
|
||
if (!note || !note.kind || !note.id) return '';
|
||
return 'learn_note:' + note.kind + ':' + note.id;
|
||
}
|
||
function readLearnNotes() {
|
||
try {
|
||
const out = [];
|
||
for (let i = 0; i < localStorage.length; i++) {
|
||
const key = localStorage.key(i);
|
||
if (!key || !key.startsWith('learn_note:')) continue;
|
||
const raw = localStorage.getItem(key);
|
||
if (!raw) continue;
|
||
out.push(JSON.parse(raw));
|
||
}
|
||
return out.sort((a, b) => String(b.updatedAt || '').localeCompare(String(a.updatedAt || '')));
|
||
} catch (_) { return []; }
|
||
}
|
||
function saveLearnNote(note, text) {
|
||
const key = learnNoteKey(note);
|
||
if (!key) return;
|
||
const payload = {
|
||
key, kind: note.kind, id: note.id, title: deEmmyText(note.title || note.id || ''),
|
||
text: String(text || '').trim(), updatedAt: new Date().toISOString(),
|
||
};
|
||
if (!payload.text) localStorage.removeItem(key);
|
||
else localStorage.setItem(key, JSON.stringify(payload));
|
||
}
|
||
function renderLearnLab() {
|
||
const content = $('#learnContent');
|
||
const pairs = [
|
||
['財報基本功', '用營收、毛利率、EPS 判斷公司賺錢品質', 'category', '財報基本功'],
|
||
['總經與利率', '用通膨、利率、就業判斷市場順逆風', 'category', '總經與利率'],
|
||
['交易與資金管理', '用倉位、停損、復盤控制犯錯成本', 'category', '交易與資金管理'],
|
||
['護城河與商業模式', '用定價權、平台、生態位判斷長期競爭力', 'category', '護城河與商業模式'],
|
||
];
|
||
const notes = readLearnNotes();
|
||
content.innerHTML = `
|
||
<div class="learn-lab">
|
||
<section class="lab-hero">
|
||
<div>
|
||
<div class="eyebrow">Practice Lab</div>
|
||
<h2>把學到的東西連起來</h2>
|
||
<p>先做配對，再到個股工具套用，最後把自己的判斷寫成筆記。這裡不是要背答案，是訓練你看到資料時知道該問哪一組問題。</p>
|
||
</div>
|
||
<div class="lab-score"><b id="labScore">0/${pairs.length}</b><span>已連對</span></div>
|
||
</section>
|
||
<section class="lab-game">
|
||
<div class="metric-section-head"><h3>概念配對</h3><span>左邊選概念，右邊選它真正要解決的判斷問題</span></div>
|
||
<div class="match-board">
|
||
<div>${pairs.map((p, i) => `<button class="match-card concept" data-pair="${i}" data-kind="${p[2]}" data-id="${escapeHtml(p[3])}">${escapeHtml(p[0])}</button>`).join('')}</div>
|
||
<div>${pairs.map((p, i) => `<button class="match-card answer" data-pair="${i}">${escapeHtml(p[1])}</button>`).join('')}</div>
|
||
</div>
|
||
<div class="lab-actions"><button class="btn ghost sm" id="labReset">重玩</button><button class="btn sm" id="labApply">拿去個股工具用</button></div>
|
||
</section>
|
||
<section class="lab-notes">
|
||
<div class="metric-section-head"><h3>我的學習筆記</h3><span>文章頁的筆記會收在這裡，方便回來複習</span></div>
|
||
<div class="note-list">${notes.length ? notes.map(n => `
|
||
<button class="note-card" data-kind="${escapeHtml(n.kind)}" data-id="${escapeHtml(n.id)}">
|
||
<b>${escapeHtml(n.title)}</b><span>${new Date(n.updatedAt).toLocaleString('zh-TW', { month: 'numeric', day: 'numeric', hour: '2-digit', minute: '2-digit' })}</span>
|
||
<p>${escapeHtml(n.text.slice(0, 120))}</p>
|
||
</button>`).join('') : '<div class="empty-state">還沒有筆記。打開任一篇學習文章，在「我的筆記」裡寫下你的判斷。</div>'}</div>
|
||
</section>
|
||
</div>`;
|
||
bindLearnLab(content);
|
||
window.scrollTo({ top: 0 });
|
||
}
|
||
function bindLearnLab(content) {
|
||
const picked = { concept: null, answer: null };
|
||
const matched = new Set();
|
||
const total = $$('.match-card.concept', content).length || 1;
|
||
const update = () => { const s = $('#labScore'); if (s) s.textContent = `${matched.size}/${total}`; };
|
||
const check = () => {
|
||
if (!picked.concept || !picked.answer) return;
|
||
const ok = picked.concept.dataset.pair === picked.answer.dataset.pair;
|
||
if (ok) {
|
||
matched.add(picked.concept.dataset.pair);
|
||
picked.concept.classList.add('matched');
|
||
picked.answer.classList.add('matched');
|
||
} else {
|
||
picked.concept.classList.add('wrong');
|
||
picked.answer.classList.add('wrong');
|
||
setTimeout(() => { picked.concept?.classList.remove('wrong'); picked.answer?.classList.remove('wrong'); }, 520);
|
||
}
|
||
picked.concept?.classList.remove('picked');
|
||
picked.answer?.classList.remove('picked');
|
||
picked.concept = null; picked.answer = null; update();
|
||
};
|
||
$$('.match-card.concept', content).forEach(btn => btn.addEventListener('click', () => {
|
||
if (btn.classList.contains('matched')) return;
|
||
$$('.match-card.concept', content).forEach(x => x.classList.remove('picked'));
|
||
picked.concept = btn; btn.classList.add('picked'); check();
|
||
}));
|
||
$$('.match-card.answer', content).forEach(btn => btn.addEventListener('click', () => {
|
||
if (btn.classList.contains('matched')) return;
|
||
$$('.match-card.answer', content).forEach(x => x.classList.remove('picked'));
|
||
picked.answer = btn; btn.classList.add('picked'); check();
|
||
}));
|
||
$('#labReset')?.addEventListener('click', renderLearnLab);
|
||
$('#labApply')?.addEventListener('click', () => { location.hash = '#/stock'; });
|
||
$$('.note-card', content).forEach(btn => btn.addEventListener('click', () => openNote(btn.dataset.kind, btn.dataset.id)));
|
||
$$('.match-card.concept', content).forEach(btn => btn.addEventListener('dblclick', () => openNote(btn.dataset.kind, btn.dataset.id)));
|
||
}
|
||
function renderCardList(title, items, kind) {
|
||
const content = $('#learnContent');
|
||
let cards;
|
||
if (kind === 'case') {
|
||
cards = LearnUI.renderCaseCards(items, escapeHtml, { linkMap: KB.linkMap, principles: KB.principles });
|
||
} else {
|
||
cards = (items || []).map(it => `
|
||
<div class="module-card" data-id="${escapeHtml(it.id)}">
|
||
<div class="mod-name">${escapeHtml(deEmmyText(it.title))}</div>
|
||
${it.summary ? `<div class="mod-meta">${escapeHtml(deEmmyText(it.summary))}</div>` : ''}
|
||
</div>`).join('');
|
||
}
|
||
const hint = kind === 'case'
|
||
? '<p class="list-meta">每個案例都會標「可重用原則」——重點不是記住一家公司，而是記住判斷方法。</p>'
|
||
: '';
|
||
content.innerHTML = `<div class="page-title" style="font-size:1.1rem;margin-bottom:8px">${escapeHtml(title)}</div>${hint}<div class="module-grid">${cards || '<div class="empty-state">尚無內容。</div>'}</div>`;
|
||
$$('.module-card', content).forEach(el => el.addEventListener('click', () => openNote(kind, el.dataset.id)));
|
||
window.scrollTo({ top: 0 });
|
||
}
|
||
function renderPrincipleList() {
|
||
const content = $('#learnContent');
|
||
content.innerHTML = `<div class="page-title" style="font-size:1.1rem;margin-bottom:6px">投資原則庫</div>
|
||
<div class="list-meta">共 ${(KB.principles || []).length} 條。已依主題分群；點開可讀白話說明。完整索引見「原則地圖」。</div>
|
||
<div class="principle-groups">${LearnUI.renderPrincipleGroups(KB.principles, escapeHtml)}</div>`;
|
||
$$('.pg-card', content).forEach(el => el.addEventListener('click', () => openNote('principle', el.dataset.id)));
|
||
window.scrollTo({ top: 0 });
|
||
}
|
||
function renderGlossary(section) {
|
||
const content = $('#learnContent');
|
||
const kind = { terms: 'term', companies: 'company', episodes: 'episode' }[section];
|
||
const all = (KB.index || []).filter(x => x.kind === kind);
|
||
const title = { terms: '名詞速查', companies: '公司速查', episodes: '單集速查' }[section];
|
||
content.innerHTML = `
|
||
<div class="page-title" style="font-size:1.1rem;margin-bottom:10px">${title}</div>
|
||
<div class="search-box"><input type="text" id="glossSearch" placeholder="搜尋${title.replace('速查', '')}…（中英別名皆可）"></div>
|
||
<div class="list-meta" id="glossCount"></div>
|
||
<div class="glossary-grid" id="glossGrid"></div>`;
|
||
const grid = $('#glossGrid'), countEl = $('#glossCount');
|
||
const draw = (q) => {
|
||
q = (q || '').trim().toLowerCase();
|
||
const list = !q ? all : all.filter(x =>
|
||
x.title.toLowerCase().includes(q) ||
|
||
(x.aliases || []).some(a => a.toLowerCase().includes(q)) ||
|
||
(x.sub || '').toLowerCase().includes(q));
|
||
countEl.textContent = `${list.length} 筆${q ? `（搜尋「${q}」）` : ''}`;
|
||
grid.innerHTML = list.slice(0, 400).map(x => `
|
||
<div class="gloss-item" data-id="${escapeHtml(x.id)}">
|
||
<div class="gi-title">${escapeHtml(x.title)}</div>
|
||
${x.sub ? `<div class="gi-sub">${escapeHtml(x.sub)}</div>` : ''}
|
||
</div>`).join('') || '<div class="empty-state">找不到符合的項目。</div>';
|
||
$$('.gloss-item', grid).forEach(el => el.addEventListener('click', () => openNote(kind, el.dataset.id)));
|
||
if (list.length > 400) countEl.textContent += '，只顯示前 400 筆，請用搜尋縮小範圍。';
|
||
};
|
||
$('#glossSearch').addEventListener('input', e => draw(e.target.value));
|
||
draw('');
|
||
window.scrollTo({ top: 0 });
|
||
}
|
||
function renderQuiz() {
|
||
renderNote(Object.assign({ kind: 'quiz' }, KB.quiz || { body: '# 練習題庫\n（尚無內容）' }));
|
||
}
|
||
|
||
// ── 知識圖譜（vis-network）──
|
||
let graphNetwork = null;
|
||
const GRAPH_LEGEND = [
|
||
['category', '分類', '#0071e3'], ['case', '案例', '#34c759'], ['principle', '原則', '#af52de'],
|
||
['term', '名詞', '#ff9500'], ['company', '公司', '#5ac8fa'], ['episode', '單集', '#8e8e93'],
|
||
];
|
||
async function showGraph(opts = {}) {
|
||
LEARN.lastSection = 'graph';
|
||
setLearnActive('graph');
|
||
const content = $('#learnContent');
|
||
const filter = opts.filter || LEARN.graphFilter || 'curriculum';
|
||
const center = opts.center || '';
|
||
const depth = opts.depth || 2;
|
||
LEARN.graphFilter = filter;
|
||
LEARN.graphView = opts.view || LEARN.graphView || 'map';
|
||
content.innerHTML = `
|
||
<div class="page-title" style="font-size:1.2rem;margin-bottom:8px">知識地圖</div>
|
||
<div class="page-sub" style="margin-bottom:16px">不再把所有連線擠成一團。先按類型分群，再點節點看它真正連到哪些案例、原則、名詞與公司。</div>
|
||
<div class="graph-panel">
|
||
<div class="graph-toolbar"><div id="graphFilterChips" class="chip-row"></div><div id="graphViewChips" class="chip-row"></div></div>
|
||
<div id="graphCanvas" class="graph-canvas knowledge-map"><div class="empty-state">載入知識地圖中…</div></div>
|
||
<div class="graph-foot"><div class="graph-legend" id="graphLegend"></div><span id="graphStat"></span></div>
|
||
</div>`;
|
||
mountChips($('#graphFilterChips'), GRAPH_KINDS.map(g => ({ id: g.id, label: g.label })), filter, v => showGraph({ filter: v }));
|
||
mountChips($('#graphViewChips'), [
|
||
{ id: 'map', label: '分群地圖' },
|
||
{ id: 'list', label: '關係清單' },
|
||
], LEARN.graphView, v => showGraph({ filter, center, depth, view: v }), { sm: true });
|
||
$('#graphLegend').innerHTML = GRAPH_LEGEND.map(([, lab, col]) =>
|
||
`<span><i style="background:${col}"></i>${lab}</span>`).join('');
|
||
const cfg = GRAPH_KINDS.find(g => g.id === filter) || GRAPH_KINDS[0];
|
||
const qs = new URLSearchParams({ kinds: cfg.kinds, limit: 500 });
|
||
if (cfg.includeIndex) qs.set('includeIndex', '1');
|
||
if (center) { qs.set('center', center); qs.set('depth', String(depth)); }
|
||
try {
|
||
const data = await api('/api/graph?' + qs);
|
||
const el = $('#graphCanvas');
|
||
el.innerHTML = '';
|
||
if (!data.nodes || !data.nodes.length) {
|
||
el.innerHTML = '<div class="empty-state">此範圍沒有足夠的連結可繪製。</div>';
|
||
return;
|
||
}
|
||
if (graphNetwork) { graphNetwork.destroy(); graphNetwork = null; }
|
||
renderKnowledgeMap(el, data, { center, view: LEARN.graphView });
|
||
$('#graphStat').textContent = `${data.nodes.length} 個節點 · ${data.edges.length} 條連線${center ? '（聚焦模式）' : ''}`;
|
||
} catch (e) {
|
||
$('#graphCanvas').innerHTML = `<div class="empty-state">圖譜載入失敗：${escapeHtml(e.message || '')}</div>`;
|
||
}
|
||
window.scrollTo({ top: 0 });
|
||
}
|
||
function graphKind(id) {
|
||
return String(id || '').split(':')[0] || 'note';
|
||
}
|
||
function graphKindLabel(kind) {
|
||
const extra = { overview: '課綱', principleMap: '原則地圖', quiz: '練習' };
|
||
return extra[kind] || (GRAPH_LEGEND.find(g => g[0] === kind) || [kind, kind])[1];
|
||
}
|
||
function renderKnowledgeMap(el, data, opts = {}) {
|
||
const nodes = data.nodes || [];
|
||
const edges = data.edges || [];
|
||
const byId = new Map(nodes.map(n => [n.id, n]));
|
||
const degree = new Map();
|
||
edges.forEach(e => { degree.set(e.from, (degree.get(e.from) || 0) + 1); degree.set(e.to, (degree.get(e.to) || 0) + 1); });
|
||
const groups = {};
|
||
nodes.forEach(n => {
|
||
const k = n.kind || graphKind(n.id);
|
||
if (!groups[k]) groups[k] = [];
|
||
groups[k].push({ ...n, degree: degree.get(n.id) || 0 });
|
||
});
|
||
Object.values(groups).forEach(arr => arr.sort((a, b) => b.degree - a.degree || String(a.label).localeCompare(String(b.label))));
|
||
if (opts.view === 'list') {
|
||
el.innerHTML = `<div class="kg-list">${edges.slice(0, 160).map(e => {
|
||
const a = byId.get(e.from), b = byId.get(e.to);
|
||
if (!a || !b) return '';
|
||
return `<button class="kg-edge" data-id="${escapeHtml(a.id)}">
|
||
<span>${escapeHtml(a.label || a.title || a.id)}</span><i></i><span>${escapeHtml(b.label || b.title || b.id)}</span>
|
||
</button>`;
|
||
}).join('')}</div>`;
|
||
} else {
|
||
const order = ['overview', 'category', 'case', 'principle', 'term', 'company', 'episode', 'principleMap'];
|
||
const keys = Object.keys(groups).sort((a, b) => (order.indexOf(a) < 0 ? 99 : order.indexOf(a)) - (order.indexOf(b) < 0 ? 99 : order.indexOf(b)));
|
||
el.innerHTML = `<div class="kg-map">
|
||
${keys.map(k => `<section class="kg-column">
|
||
<div class="kg-head"><b>${escapeHtml(graphKindLabel(k))}</b><span>${groups[k].length}</span></div>
|
||
<div class="kg-nodes">${groups[k].slice(0, 42).map(n => `<button class="kg-node ${opts.center === n.id ? 'active' : ''}" data-id="${escapeHtml(n.id)}">
|
||
<span>${escapeHtml(n.label || n.title || n.id)}</span><small>${n.degree} 連結</small>
|
||
</button>`).join('')}</div>
|
||
</section>`).join('')}
|
||
</div><aside class="kg-focus" id="kgFocus"><div class="empty-state">點一個節點，看它的上下游關係。</div></aside>`;
|
||
}
|
||
const focus = (nid) => {
|
||
const n = byId.get(nid);
|
||
if (!n) return;
|
||
const near = edges.filter(e => e.from === nid || e.to === nid).slice(0, 24).map(e => {
|
||
const otherId = e.from === nid ? e.to : e.from;
|
||
return byId.get(otherId);
|
||
}).filter(Boolean);
|
||
const box = $('#kgFocus');
|
||
if (box) box.innerHTML = `
|
||
<div class="kg-focus-head"><b>${escapeHtml(n.label || n.title || n.id)}</b><span>${escapeHtml(graphKindLabel(n.kind || graphKind(n.id)))}</span></div>
|
||
<div class="kg-focus-actions"><button class="btn sm" data-open-node="${escapeHtml(n.id)}">打開筆記</button></div>
|
||
<div class="kg-relations">${near.length ? near.map(x => `<button class="kg-relation" data-id="${escapeHtml(x.id)}">
|
||
<span>${escapeHtml(graphKindLabel(x.kind || graphKind(x.id)))}</span><b>${escapeHtml(x.label || x.title || x.id)}</b>
|
||
</button>`).join('') : '<div class="empty-state">這個節點暫時沒有鄰近連結。</div>'}</div>`;
|
||
$$('.kg-node', el).forEach(x => x.classList.toggle('active', x.dataset.id === nid));
|
||
};
|
||
el.addEventListener('click', e => {
|
||
const openBtn = e.target.closest('[data-open-node]');
|
||
if (openBtn) {
|
||
const colon = openBtn.dataset.openNode.indexOf(':');
|
||
if (colon >= 0) openNote(openBtn.dataset.openNode.slice(0, colon), openBtn.dataset.openNode.slice(colon + 1));
|
||
return;
|
||
}
|
||
const nodeBtn = e.target.closest('[data-id]');
|
||
if (!nodeBtn) return;
|
||
focus(nodeBtn.dataset.id);
|
||
});
|
||
if (opts.center && byId.has(opts.center)) focus(opts.center);
|
||
}
|
||
|
||
// ═══════════════════════════════════════════════════════════
|
||
// 共用 SVG 折線圖（價格走勢 / 回測權益曲線共用，支援多條線 + hover）
|
||
// ═══════════════════════════════════════════════════════════
|
||
let _chartSeq = 0;
|
||
function drawLineChart(el, series, opts = {}) {
|
||
series = (series || []).filter(s => s.points && s.points.length >= 2);
|
||
if (!series.length) { el.innerHTML = '<div class="chart-empty">資料不足，無法繪圖。</div>'; return; }
|
||
const uid = 'c' + (++_chartSeq);
|
||
const sticky = !!opts.stickyAxes;
|
||
const axisW = sticky ? (opts.axisWidth || TA_AXIS_W) : 0;
|
||
const boxW = el?.clientWidth > 0 ? Math.floor(el.clientWidth) : 0;
|
||
const totalW = opts.chartWidth || (boxW > 120 ? boxW : 760);
|
||
const h = opts.height || 300;
|
||
const padL = sticky ? 0 : (opts.padL != null ? opts.padL : 64);
|
||
const padR = sticky ? 10 : 18;
|
||
const padT = 18;
|
||
const padB = sticky ? 8 : 32;
|
||
const w = sticky ? totalW - axisW : totalW;
|
||
const plotW = w - padL - padR;
|
||
const plotH = h - padT - padB;
|
||
const dates = opts.dates || series[0].points.map(p => p.date);
|
||
const n = dates.length;
|
||
if (n < 2) { el.innerHTML = '<div class="chart-empty">資料不足，無法繪圖。</div>'; return; }
|
||
const valAt = (pts, i) => (pts[i] && pts[i].val != null && !isNaN(pts[i].val) ? pts[i].val : null);
|
||
const allVals = [];
|
||
series.forEach(s => s.points.forEach((p, i) => { const v = valAt(s.points, i) ?? p.val; if (v != null && !isNaN(v)) allVals.push(v); }));
|
||
if (opts.band) {
|
||
for (let i = 0; i < n; i++) {
|
||
const u = valAt(opts.band.upper?.points, i);
|
||
const l = valAt(opts.band.lower?.points, i);
|
||
if (u != null) allVals.push(u);
|
||
if (l != null) allVals.push(l);
|
||
}
|
||
}
|
||
let yMin = opts.yMin != null ? opts.yMin : Math.min(...allVals);
|
||
let yMax = opts.yMax != null ? opts.yMax : Math.max(...allVals);
|
||
if (yMin === yMax) { yMin -= 1; yMax += 1; }
|
||
if (opts.yMin == null) { const p = (yMax - yMin) * 0.08; yMin -= p; yMax += p; }
|
||
const yRange = yMax - yMin || 1;
|
||
const fmt = opts.fmt || (v => fmtNum(v, opts.decimals != null ? opts.decimals : 0));
|
||
const toX = i => padL + (i / (n - 1)) * plotW;
|
||
const toY = v => padT + (1 - (v - yMin) / yRange) * plotH;
|
||
let grid = '';
|
||
for (let k = 0; k <= 5; k++) {
|
||
const v = yMin + yRange * k / 5;
|
||
const y = toY(v);
|
||
grid += `<line x1="${padL}" y1="${y.toFixed(1)}" x2="${w - padR}" y2="${y.toFixed(1)}" stroke="rgba(0,0,0,.06)"/>`;
|
||
if (!sticky) grid += `<text x="${padL - 8}" y="${(y + 3.5).toFixed(1)}" fill="#86868b" font-size="11" text-anchor="end">${fmt(v)}</text>`;
|
||
}
|
||
let xlab = '';
|
||
if (!sticky) {
|
||
const xt = Math.min(5, n);
|
||
for (let k = 0; k < xt; k++) {
|
||
const idx = Math.round(k * (n - 1) / (xt - 1));
|
||
xlab += `<text x="${toX(idx).toFixed(1)}" y="${h - 6}" fill="#86868b" font-size="10" text-anchor="middle">${formatTaDateLabel(dates[idx])}</text>`;
|
||
}
|
||
}
|
||
let paths = '', dots = '';
|
||
const flushBand = (idxs) => {
|
||
if (idxs.length < 2) return;
|
||
let band = `M${toX(idxs[0]).toFixed(1)},${toY(valAt(opts.band.upper.points, idxs[0])).toFixed(1)}`;
|
||
for (let k = 1; k < idxs.length; k++) band += ` L${toX(idxs[k]).toFixed(1)},${toY(valAt(opts.band.upper.points, idxs[k])).toFixed(1)}`;
|
||
for (let k = idxs.length - 1; k >= 0; k--) band += ` L${toX(idxs[k]).toFixed(1)},${toY(valAt(opts.band.lower.points, idxs[k])).toFixed(1)}`;
|
||
paths += `<path d="${band} Z" fill="${opts.band.fill || 'rgba(35,103,199,.07)'}" stroke="none"/>`;
|
||
};
|
||
if (opts.band?.upper?.points && opts.band?.lower?.points) {
|
||
let seg = [];
|
||
for (let i = 0; i < n; i++) {
|
||
const u = valAt(opts.band.upper.points, i);
|
||
const l = valAt(opts.band.lower.points, i);
|
||
if (u != null && l != null) seg.push(i);
|
||
else { flushBand(seg); seg = []; }
|
||
}
|
||
flushBand(seg);
|
||
}
|
||
const linePath = (pts) => {
|
||
let d = '';
|
||
let move = true;
|
||
for (let i = 0; i < n; i++) {
|
||
const v = valAt(pts, i);
|
||
if (v == null) { move = true; continue; }
|
||
d += `${move ? 'M' : 'L'}${toX(i).toFixed(1)},${toY(v).toFixed(1)} `;
|
||
move = false;
|
||
}
|
||
return d.trim();
|
||
};
|
||
series.forEach(s => {
|
||
const d = linePath(s.points);
|
||
if (!d) return;
|
||
const sw = s.strokeWidth != null ? s.strokeWidth : 2;
|
||
const dash = s.dash ? ` stroke-dasharray="${s.dash}"` : '';
|
||
paths += `<path d="${d}" fill="none" stroke="${s.color}" stroke-width="${sw}"${dash} stroke-linejoin="round" stroke-linecap="round"/>`;
|
||
dots += `<circle class="hd" data-c="${s.color}" r="4" fill="${s.color}" stroke="#0a0e17" stroke-width="2" style="display:none"/>`;
|
||
});
|
||
const legend = series.length > 1 && !opts.externalLegend
|
||
? `<div class="chart-legend">${series.map(s => `<span><i style="background:${s.color}"></i>${escapeHtml(s.name)}</span>`).join('')}</div>`
|
||
: '';
|
||
const rootCls = opts.rootClass || '';
|
||
const stageCls = opts.stageClass || '';
|
||
const aspect = opts.stretch === false ? 'xMidYMid meet' : 'none';
|
||
const svgBlock = `<svg id="${uid}" viewBox="0 0 ${w} ${h}" preserveAspectRatio="${aspect}" xmlns="http://www.w3.org/2000/svg">
|
||
${grid}${xlab}${paths}
|
||
<g class="hg" style="display:none"><line class="hl" y1="${padT}" y2="${padT + plotH}" stroke="#86868b" stroke-dasharray="3,3"/></g>
|
||
${dots}
|
||
<rect class="ha" x="${padL}" y="${padT}" width="${plotW}" height="${plotH}" fill="transparent" style="cursor:crosshair"/>
|
||
</svg>`;
|
||
if (sticky) {
|
||
const yEl = opts.yGutterEl;
|
||
const plotOnly = yEl ? `
|
||
<div class="chart-root chart-root--tv ${rootCls}">
|
||
${legend}
|
||
<div class="chart-stage ${stageCls}">
|
||
<div class="chart-plot-area tv-plot" style="width:${plotW + padR}px;min-width:${plotW + padR}px;height:${h}px">
|
||
<div class="chart-wrap">${svgBlock}${opts.hoverEl ? '' : `<div class="chart-hover" id="${uid}h"></div>`}</div>
|
||
</div>
|
||
</div>
|
||
</div>` : `
|
||
<div class="chart-root chart-root--sticky ${rootCls}">
|
||
${legend}
|
||
<div class="chart-stage ${stageCls}">
|
||
<div class="chart-row-sticky">
|
||
<div class="chart-gutter-y" style="height:${h}px;width:${axisW}px"></div>
|
||
<div class="chart-plot-area" style="width:${plotW + padR}px;min-width:${plotW + padR}px">
|
||
<div class="chart-wrap">${svgBlock}${opts.hoverEl ? '' : `<div class="chart-hover" id="${uid}h"></div>`}</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>`;
|
||
el.innerHTML = plotOnly;
|
||
if (yEl) {
|
||
yEl.style.height = `${h}px`;
|
||
const sc = { yMin, yMax, plotH, padT, h, fmt };
|
||
yEl._tvScale = sc;
|
||
renderChartYGutter(yEl, sc);
|
||
if (opts.storeMainScale) {
|
||
STOCK.taMainScale = { ...sc, n, plotW: plotW + padR };
|
||
}
|
||
} else {
|
||
renderChartYGutter(el.querySelector('.chart-gutter-y'), { yMin, yMax, plotH, padT, h, fmt });
|
||
}
|
||
} else {
|
||
el.innerHTML = `<div class="chart-root ${rootCls}">
|
||
${legend}
|
||
<div class="chart-stage ${stageCls}">
|
||
<div class="chart-wrap">
|
||
${svgBlock}
|
||
${opts.hoverEl ? '' : `<div class="chart-hover" id="${uid}h"></div>`}
|
||
</div>
|
||
</div>
|
||
</div>`;
|
||
}
|
||
if (opts.externalLegend && series.length > 1) {
|
||
opts.externalLegend.innerHTML = series.map(s =>
|
||
`<span class="ta-leg-item"><i style="background:${s.color}"></i>${escapeHtml(s.name)}</span>`,
|
||
).join('');
|
||
}
|
||
const svg = el.querySelector('#' + uid);
|
||
const hg = svg.querySelector('.hg'), hl = svg.querySelector('.hl'), area = svg.querySelector('.ha');
|
||
const hds = $$('.hd', svg);
|
||
const info = opts.hoverEl
|
||
? (typeof opts.hoverEl === 'string' ? document.querySelector(opts.hoverEl) : opts.hoverEl)
|
||
: el.querySelector('#' + uid + 'h');
|
||
area.addEventListener('mousemove', evt => {
|
||
const r = svg.getBoundingClientRect();
|
||
const sx = (evt.clientX - r.left) * (w / r.width);
|
||
let i = Math.round(((sx - padL) / plotW) * (n - 1));
|
||
i = Math.max(0, Math.min(n - 1, i));
|
||
const x = toX(i);
|
||
hg.style.display = ''; hl.setAttribute('x1', x); hl.setAttribute('x2', x);
|
||
const ohlc = opts.ohlcRows?.[i];
|
||
hds.forEach((dot, k) => {
|
||
const v = valAt(series[k].points, i);
|
||
if (v == null) { dot.style.display = 'none'; return; }
|
||
dot.style.display = '';
|
||
dot.setAttribute('cx', x);
|
||
dot.setAttribute('cy', toY(v));
|
||
});
|
||
if (info) info.style.display = 'block';
|
||
let tip = `<b>${dates[i]}</b>`;
|
||
if (ohlc) {
|
||
tip += ` <span>O ${fmtNum(ohlc.open, 2)} H ${fmtNum(ohlc.high, 2)} L ${fmtNum(ohlc.low, 2)} C ${fmtNum(ohlc.close, 2)}</span>`;
|
||
}
|
||
tip += ' ' + series.map(s => {
|
||
const v = valAt(s.points, i);
|
||
if (v == null) return '';
|
||
return `<span style="color:${s.color}">${series.length > 1 ? escapeHtml(s.name) + ' ' : ''}${fmt(v)}</span>`;
|
||
}).filter(Boolean).join(' ');
|
||
info.innerHTML = tip;
|
||
if (info) info.style.display = 'block';
|
||
if (opts.onIndex) opts.onIndex(i, dates[i], x);
|
||
});
|
||
area.addEventListener('mouseleave', () => {
|
||
hg.style.display = 'none'; hds.forEach(d => d.style.display = 'none');
|
||
if (info) info.style.display = 'none';
|
||
if (opts.onIndex) {
|
||
const last = (opts.ohlcRows?.length || STOCK.technicalRows?.length || 1) - 1;
|
||
opts.onIndex(last >= 0 ? last : -1, null, null);
|
||
}
|
||
});
|
||
return { uid, padL, plotW, n, dates, toX };
|
||
}
|
||
|
||
const TA_BAR_PX = 9;
|
||
const TA_AXIS_W = 64;
|
||
const TA_AXIS_H = 28;
|
||
const TA_Y_SLOT = { vol: 'taYVol', macd: 'taYMacd', rsi: 'taYRsi', kdj: 'taYKdj' };
|
||
function taStatLabel(text, tipKey) {
|
||
const tip = tipKey && typeof termTipBtn === 'function' ? termTipBtn(tipKey, text) : '';
|
||
return `<span class="ta-stat-label">${escapeHtml(text)}${tip}</span>`;
|
||
}
|
||
|
||
function taChartPixelWidth(n) {
|
||
return Math.max(720, Math.round(n * TA_BAR_PX + TA_AXIS_W + 24));
|
||
}
|
||
|
||
function formatTaDateLabel(iso) {
|
||
if (!iso) return '';
|
||
return iso.slice(2, 7).replace('-', '/');
|
||
}
|
||
|
||
function clearAxisTicks(ySlot) {
|
||
const ticksEl = ySlot?.querySelector('.chart-gutter-y__ticks');
|
||
if (ticksEl) ticksEl.innerHTML = '';
|
||
}
|
||
|
||
function renderChartYGutter(gutterEl, scale) {
|
||
if (!gutterEl || !scale) return;
|
||
const { yMin, yMax, plotH, padT, h, fmt, refLines } = scale;
|
||
const yRange = yMax - yMin || 1;
|
||
const toPct = v => ((padT + (1 - (v - yMin) / yRange) * plotH) / h) * 100;
|
||
const ticks = new Set();
|
||
for (let k = 0; k <= 5; k++) ticks.add(yMin + (yRange * k) / 5);
|
||
(refLines || []).forEach(rv => ticks.add(rv));
|
||
const labels = [...ticks].sort((a, b) => b - a);
|
||
const f = fmt || (v => String(v));
|
||
let ticksEl = gutterEl.querySelector('.chart-gutter-y__ticks');
|
||
if (!ticksEl) {
|
||
ticksEl = document.createElement('div');
|
||
ticksEl.className = 'chart-gutter-y__ticks';
|
||
gutterEl.insertBefore(ticksEl, gutterEl.firstChild);
|
||
}
|
||
ticksEl.innerHTML = labels.map(v =>
|
||
`<span class="chart-gutter-y__tick" style="top:${toPct(v).toFixed(2)}%">${escapeHtml(f(v))}</span>`,
|
||
).join('');
|
||
}
|
||
|
||
function syncTvAxisHeights() {
|
||
const sync = (yId, plotSel) => {
|
||
const ySlot = document.getElementById(yId);
|
||
const plot = document.querySelector(plotSel);
|
||
if (!ySlot || !plot) return;
|
||
const h = Math.round(plot.offsetHeight);
|
||
if (h > 0) ySlot.style.height = `${h}px`;
|
||
};
|
||
sync('taYMain', '#taChart .tv-plot');
|
||
sync('taYVol', '#taVol');
|
||
sync('taYMacd', '#taMacd');
|
||
sync('taYRsi', '#taRsi');
|
||
sync('taYKdj', '#taKdj');
|
||
}
|
||
|
||
function clearTvScaleTags() {
|
||
document.querySelectorAll('.tv-scale-tags, .tv-scale-tags--vol-hover').forEach(el => el.remove());
|
||
}
|
||
|
||
function refreshTvScaleTags(barIndex) {
|
||
clearTvScaleTags();
|
||
const syncGutter = (id) => {
|
||
const slot = document.getElementById(id);
|
||
if (!slot || slot.hidden || !slot._tvScale) return;
|
||
renderChartYGutter(slot, slot._tvScale);
|
||
};
|
||
syncGutter('taYMain');
|
||
syncGutter('taYVol');
|
||
syncGutter('taYMacd');
|
||
syncGutter('taYRsi');
|
||
syncGutter('taYKdj');
|
||
}
|
||
|
||
function updateTaXAxis() {
|
||
const box = $('#taXAxis');
|
||
const sc = $('#taChartScroll');
|
||
const meta = STOCK.taAxisMeta;
|
||
if (!box || !sc || !meta?.dates?.length) {
|
||
if (box) box.innerHTML = '';
|
||
return;
|
||
}
|
||
const { dates, cw, axisW, n, plotW } = meta;
|
||
const plotWidth = plotW || (cw - axisW);
|
||
if (n < 2 || plotWidth <= 0) return;
|
||
const scrollLeft = Math.max(0, sc.scrollLeft);
|
||
const viewPlotW = Math.max(80, sc.clientWidth - axisW);
|
||
const iPerPx = (n - 1) / plotWidth;
|
||
const i0 = Math.max(0, Math.floor(scrollLeft * iPerPx));
|
||
const i1 = Math.min(n - 1, Math.ceil((scrollLeft + viewPlotW) * iPerPx));
|
||
const span = Math.max(1, i1 - i0);
|
||
const tickN = Math.min(8, Math.max(4, Math.floor(span / 40) + 3));
|
||
let html = '';
|
||
for (let t = 0; t < tickN; t++) {
|
||
const idx = tickN === 1 ? i0 : Math.round(i0 + (t / (tickN - 1)) * span);
|
||
const xInView = (idx / (n - 1)) * plotWidth - scrollLeft;
|
||
if (xInView < -24 || xInView > viewPlotW + 24) continue;
|
||
const pct = (xInView / viewPlotW) * 100;
|
||
html += `<span class="ta-x-axis__tick" style="left:${pct.toFixed(2)}%">${escapeHtml(formatTaDateLabel(dates[idx]))}</span>`;
|
||
}
|
||
if (!html) {
|
||
html = `<span class="ta-x-axis__tick" style="left:4%">${escapeHtml(formatTaDateLabel(dates[i0]))}</span>`
|
||
+ `<span class="ta-x-axis__tick" style="left:92%">${escapeHtml(formatTaDateLabel(dates[i1]))}</span>`;
|
||
}
|
||
box.innerHTML = html;
|
||
}
|
||
|
||
function bindTaChartScroll(scrollEl) {
|
||
if (!scrollEl || scrollEl._taPanBound) return;
|
||
scrollEl._taPanBound = true;
|
||
let dragging = false, sx = 0, sl = 0;
|
||
scrollEl.addEventListener('mousedown', e => {
|
||
if (e.button !== 0) return;
|
||
dragging = true;
|
||
sx = e.clientX;
|
||
sl = scrollEl.scrollLeft;
|
||
scrollEl.classList.add('is-dragging');
|
||
});
|
||
window.addEventListener('mouseup', () => {
|
||
dragging = false;
|
||
scrollEl.classList.remove('is-dragging');
|
||
});
|
||
scrollEl.addEventListener('mousemove', e => {
|
||
if (!dragging) return;
|
||
e.preventDefault();
|
||
scrollEl.scrollLeft = sl - (e.clientX - sx);
|
||
});
|
||
scrollEl.addEventListener('wheel', e => {
|
||
if (Math.abs(e.deltaX) < Math.abs(e.deltaY)) {
|
||
scrollEl.scrollLeft += e.deltaY;
|
||
e.preventDefault();
|
||
}
|
||
}, { passive: false });
|
||
scrollEl.addEventListener('scroll', () => {
|
||
updateTaXAxis();
|
||
if (_taHoverIndex >= 0 && STOCK.taAxisMeta) {
|
||
const { n, plotW } = STOCK.taAxisMeta;
|
||
const x = n > 1 ? (_taHoverIndex / (n - 1)) * plotW : 0;
|
||
updateTaCrosshairTags(_taHoverIndex, x);
|
||
}
|
||
const tip = $('#taChartHover');
|
||
if (tip?.classList.contains('is-on')) tip.style.transform = 'none';
|
||
}, { passive: true });
|
||
window.addEventListener('resize', () => {
|
||
updateTaXAxis();
|
||
if (_taHoverIndex >= 0 && STOCK.taAxisMeta) {
|
||
const { n, plotW } = STOCK.taAxisMeta;
|
||
updateTaCrosshairTags(_taHoverIndex, n > 1 ? (_taHoverIndex / (n - 1)) * plotW : 0);
|
||
}
|
||
}, { passive: true });
|
||
}
|
||
|
||
function scrollTaChartEnd() {
|
||
const sc = $('#taChartScroll');
|
||
if (!sc) return;
|
||
requestAnimationFrame(() => {
|
||
sc.scrollLeft = sc.scrollWidth - sc.clientWidth;
|
||
updateTaXAxis();
|
||
});
|
||
}
|
||
|
||
let _taHoverIndex = -1;
|
||
|
||
function updateTaCrosshairTags(i, plotX) {
|
||
const tagX = $('#taTagX');
|
||
const tagY = $('#taTagY');
|
||
if (tagY) tagY.hidden = true;
|
||
if (i < 0 || !STOCK.taMainScale || !tagX) {
|
||
if (tagX) tagX.hidden = true;
|
||
return;
|
||
}
|
||
const r = STOCK.technicalRows?.[i];
|
||
const sc = $('#taChartScroll');
|
||
const meta = STOCK.taAxisMeta;
|
||
if (!r || !sc || !meta) return;
|
||
const plotW = meta.plotW || (meta.cw - meta.axisW);
|
||
const xPos = plotX != null ? plotX : (i / Math.max(1, meta.n - 1)) * plotW;
|
||
const xInView = xPos - sc.scrollLeft;
|
||
tagX.textContent = meta.dates[i] || formatTaDateLabel(meta.dates[i]);
|
||
tagX.style.left = `${TA_AXIS_W + Math.max(0, xInView)}px`;
|
||
tagX.hidden = false;
|
||
}
|
||
|
||
const TA_VOL_ELEVATED = 1.5;
|
||
const TA_VOL_SPIKE = 2;
|
||
|
||
function enrichVolumeRows(volRows) {
|
||
if (!volRows?.length) return volRows || [];
|
||
return volRows.map((row, i) => {
|
||
const out = { ...row };
|
||
if (row.volume == null || row.volume <= 0) return out;
|
||
const hist = [];
|
||
for (let j = i - 1; j >= 0 && hist.length < 20; j--) {
|
||
const v = volRows[j];
|
||
if (v.volume > 0 && !v.partialSession) hist.unshift(v.volume);
|
||
}
|
||
if (hist.length < 5) return out;
|
||
const avg = hist.reduce((a, b) => a + b, 0) / hist.length;
|
||
out.volAvg20 = avg;
|
||
out.volRatio = row.volume / avg;
|
||
if (out.volRatio >= TA_VOL_SPIKE) out.volSignal = 'spike';
|
||
else if (out.volRatio >= TA_VOL_ELEVATED) out.volSignal = 'elevated';
|
||
return out;
|
||
});
|
||
}
|
||
|
||
function buildVolByDate(volRows) {
|
||
const m = Object.create(null);
|
||
(volRows || []).forEach(r => { if (r?.date) m[r.date] = r; });
|
||
return m;
|
||
}
|
||
|
||
function mergeVolumeIntoRows(rows, volByDate) {
|
||
if (!rows?.length || !volByDate) return rows;
|
||
return rows.map(r => {
|
||
const v = volByDate[r.date];
|
||
if (!v) return r;
|
||
return {
|
||
...r,
|
||
volume: v.volume,
|
||
volAvg20: v.volAvg20,
|
||
volRatio: v.volRatio,
|
||
volSignal: v.volSignal,
|
||
partialSession: v.partialSession,
|
||
};
|
||
});
|
||
}
|
||
|
||
function getTaVolAtDate(date) {
|
||
return (date && STOCK.technicalVolByDate?.[date]) || null;
|
||
}
|
||
|
||
function taReadoutChip(label, value, opts = {}) {
|
||
const cls = ['ta-readout-chip'];
|
||
if (opts.mod) cls.push(`ta-readout-chip--${opts.mod}`);
|
||
const badge = opts.badge
|
||
? `<span class="ta-readout-chip__badge${opts.badgeMod ? ` ta-readout-chip__badge--${opts.badgeMod}` : ''}">${escapeHtml(opts.badge)}</span>`
|
||
: '';
|
||
const sub = opts.sub ? `<small>${escapeHtml(opts.sub)}</small>` : '';
|
||
return `<span class="${cls.join(' ')}"><em>${escapeHtml(label)}</em><b>${value}</b>${sub}${badge}</span>`;
|
||
}
|
||
|
||
function buildTaHoverReadout(r, vr) {
|
||
const P = STOCK.technicalPanels || {};
|
||
const chips = [];
|
||
if (r?.date) {
|
||
const dateLbl = r.partialSession ? `${r.date}（當日）` : r.date;
|
||
chips.push(taReadoutChip('日期', escapeHtml(dateLbl), { mod: 'date' }));
|
||
}
|
||
if (r?.open != null) chips.push(taReadoutChip('開', fmtNum(r.open, 2)));
|
||
if (r?.high != null) chips.push(taReadoutChip('高', fmtNum(r.high, 2)));
|
||
if (r?.low != null) chips.push(taReadoutChip('低', fmtNum(r.low, 2)));
|
||
if (r?.close != null) chips.push(taReadoutChip('收', fmtNum(r.close, 2), { mod: 'close' }));
|
||
if (vr?.volume != null) {
|
||
let mod = vr.partialSession ? 'vol-today' : 'vol';
|
||
if (vr.volSignal === 'spike') mod = 'vol-spike';
|
||
else if (vr.volSignal === 'elevated') mod = 'vol-up';
|
||
const badge = vr.volSignal === 'spike' ? '⚠ 放量' : vr.volSignal === 'elevated' ? '量增' : '';
|
||
const badgeMod = vr.volSignal === 'spike' ? 'spike' : vr.volSignal === 'elevated' ? 'elevated' : '';
|
||
chips.push(taReadoutChip('成交量', fmtMetric(vr.volume, 'compact'), {
|
||
mod,
|
||
sub: vr.volRatio != null ? `均量 ${fmtRatio(vr.volRatio, 1)}×` : '',
|
||
badge,
|
||
badgeMod,
|
||
}));
|
||
}
|
||
if (P.macd && r?.macdHist != null) chips.push(taReadoutChip('MACD', fmtNum(r.macdHist, 3), { mod: 'macd' }));
|
||
if (P.rsi && r?.rsi14 != null) chips.push(taReadoutChip('RSI', fmtNum(r.rsi14, 1), { mod: 'rsi' }));
|
||
if (P.kdj && r?.k != null) {
|
||
chips.push(taReadoutChip('KDJ', `${fmtNum(r.k, 1)} / ${fmtNum(r.d, 1)}`, {
|
||
mod: 'kdj',
|
||
sub: `J ${fmtNum(r.j, 1)}`,
|
||
}));
|
||
}
|
||
return `<div class="ta-readout"><div class="ta-readout__chips">${chips.join('')}</div></div>`;
|
||
}
|
||
|
||
function taVolAlertChipHtml(vr) {
|
||
if (!vr?.volSignal) return '';
|
||
const label = vr.volSignal === 'spike' ? '放量警示' : '量能偏高';
|
||
return `<span class="ta-chip ta-chip--vol ta-chip--vol-${vr.volSignal}" title="相較近 20 根完整 K 均量">${label} ${fmtRatio(vr.volRatio, 1)}×</span>`;
|
||
}
|
||
|
||
function highlightTaVolumeBar(date) {
|
||
const svg = $('#taVol')?.querySelector('svg');
|
||
if (!svg) return;
|
||
$$('rect.vol-bar', svg).forEach(rect => {
|
||
const on = !!date && rect.dataset.date === date;
|
||
rect.setAttribute('opacity', on ? '1' : '0.48');
|
||
rect.classList.toggle('vol-bar--active', on);
|
||
});
|
||
}
|
||
|
||
function updateTaVolSignalChip() {
|
||
const host = $('#taVolSignal');
|
||
if (!host) return;
|
||
const volRows = STOCK.technicalVolRows;
|
||
const last = volRows?.[volRows.length - 1];
|
||
host.innerHTML = last?.volSignal ? taVolAlertChipHtml(last) : '';
|
||
}
|
||
|
||
function refreshTaVolHoverUi(vr) {
|
||
highlightTaVolumeBar(vr?.date);
|
||
}
|
||
|
||
function formatTaHoverVolOnly(vr) {
|
||
return buildTaHoverReadout({ date: vr.date, partialSession: vr.partialSession }, vr);
|
||
}
|
||
|
||
function taReadoutBarIndex(i) {
|
||
const rows = STOCK.technicalRows;
|
||
if (!rows?.length) return -1;
|
||
if (i >= 0 && i < rows.length) return i;
|
||
if (STOCK._taHoverVolRow?.date) {
|
||
const vi = rows.findIndex(r => r.date === STOCK._taHoverVolRow.date);
|
||
if (vi >= 0) return vi;
|
||
}
|
||
return rows.length - 1;
|
||
}
|
||
|
||
function updateTaHoverBar(i) {
|
||
const tip = $('#taChartHover');
|
||
const rows = STOCK.technicalRows;
|
||
if (!tip || !rows?.length) return;
|
||
if (i < 0 && STOCK._taHoverVolRow) {
|
||
tip.innerHTML = formatTaHoverVolOnly(STOCK._taHoverVolRow);
|
||
tip.classList.add('is-on');
|
||
refreshTaVolHoverUi(STOCK._taHoverVolRow);
|
||
return;
|
||
}
|
||
const idx = taReadoutBarIndex(i);
|
||
if (idx < 0) return;
|
||
const r = rows[idx];
|
||
const vr = getTaVolAtDate(r.date) || r;
|
||
tip.innerHTML = buildTaHoverReadout(r, vr);
|
||
tip.classList.add('is-on');
|
||
tip.style.transform = 'none';
|
||
refreshTaVolHoverUi(vr);
|
||
}
|
||
|
||
function pinTaReadoutToLastBar() {
|
||
const rows = STOCK.technicalRows;
|
||
if (!rows?.length) return;
|
||
STOCK._taHoverVolRow = null;
|
||
updateTaHoverBar(rows.length - 1);
|
||
}
|
||
|
||
function taMainChartHeight() {
|
||
const P = STOCK.technicalPanels || {};
|
||
const n = TA_PANEL_DEFS.filter(d => P[d.id]).length;
|
||
if (n === 0) return 400;
|
||
if (n === 1) return 360;
|
||
return 320;
|
||
}
|
||
|
||
function setTaHoverByVolRow(vr, x) {
|
||
STOCK._taHoverVolRow = vr || null;
|
||
_taHoverIndex = -1;
|
||
updateTaHoverBar(-1);
|
||
if (vr?.date) {
|
||
const meta = STOCK.taAxisMeta;
|
||
const tagX = $('#taTagX');
|
||
if (tagX) {
|
||
tagX.textContent = formatTaDateLabel(vr.date);
|
||
if (x != null && meta) {
|
||
const xInView = Number(x) - ($('#taChartScroll')?.scrollLeft || 0);
|
||
tagX.style.left = `${TA_AXIS_W + Math.max(0, xInView)}px`;
|
||
}
|
||
tagX.hidden = false;
|
||
}
|
||
const tagY = $('#taTagY');
|
||
if (tagY) tagY.hidden = true;
|
||
}
|
||
syncTaSubchartCrosshair(x, true);
|
||
}
|
||
|
||
function syncTaSubchartCrosshair(x, show) {
|
||
$$('.ta-subchart-body svg, .ta-subchart svg, #taChart svg').forEach(svg => {
|
||
const hg = svg.querySelector('.hg');
|
||
const hl = svg.querySelector('.hl');
|
||
if (!hl) return;
|
||
if (!show || x == null) {
|
||
if (hg) hg.style.display = 'none';
|
||
return;
|
||
}
|
||
if (hg) hg.style.display = '';
|
||
hl.setAttribute('data-x', x);
|
||
hl.setAttribute('x1', x);
|
||
hl.setAttribute('x2', x);
|
||
});
|
||
}
|
||
|
||
function setTaHoverIndex(i, x) {
|
||
if (i < 0) {
|
||
pinTaReadoutToLastBar();
|
||
_taHoverIndex = -1;
|
||
updateTaCrosshairTags(-1, null);
|
||
refreshTvScaleTags((STOCK.technicalRows?.length || 1) - 1);
|
||
syncTaSubchartCrosshair(null, false);
|
||
return;
|
||
}
|
||
STOCK._taHoverVolRow = null;
|
||
_taHoverIndex = i;
|
||
updateTaHoverBar(i);
|
||
updateTaCrosshairTags(i, x);
|
||
refreshTvScaleTags(i);
|
||
syncTaSubchartCrosshair(x, x != null);
|
||
}
|
||
|
||
function drawTaSubchart(el, rows, spec) {
|
||
if (!rows?.length) { el.innerHTML = '<div class="chart-empty">—</div>'; return; }
|
||
const uid = 't' + (++_chartSeq);
|
||
const n = rows.length;
|
||
const sticky = spec.stickyAxes !== false;
|
||
const axisW = sticky ? TA_AXIS_W : 0;
|
||
const totalW = spec.chartWidth || taChartPixelWidth(n);
|
||
const h = spec.height || 128;
|
||
const padL = sticky ? 0 : 56;
|
||
const padR = sticky ? 10 : 18;
|
||
const padT = sticky ? 14 : 22;
|
||
const padB = sticky ? 6 : 22;
|
||
const w = sticky ? totalW - axisW : totalW;
|
||
const plotW = w - padL - padR;
|
||
const plotH = h - padT - padB;
|
||
const fmt = spec.fmt || (v => (typeof v === 'number' && !Number.isInteger(v) ? fmtNum(v, 1) : String(v)));
|
||
const dates = rows.map(r => r.date);
|
||
const valAt = key => rows.map(r => ({ date: r.date, val: r[key] }));
|
||
let yMin = spec.yMin != null ? spec.yMin : 0;
|
||
let yMax = spec.yMax != null ? spec.yMax : 100;
|
||
if (spec.autoScale) {
|
||
const vals = [];
|
||
spec.keys.forEach(k => rows.forEach(r => { if (r[k.key] != null) vals.push(r[k.key]); }));
|
||
if (spec.histKey) rows.forEach(r => { if (r[spec.histKey] != null) vals.push(r[spec.histKey]); });
|
||
if (vals.length) {
|
||
yMin = Math.min(...vals);
|
||
yMax = Math.max(...vals);
|
||
const pad = (yMax - yMin) * 0.12 || 1;
|
||
yMin -= pad;
|
||
yMax += pad;
|
||
}
|
||
}
|
||
if (yMin === yMax) { yMin -= 1; yMax += 1; }
|
||
const yRange = yMax - yMin || 1;
|
||
const toX = i => padL + (i / (n - 1)) * plotW;
|
||
const toY = v => padT + (1 - (v - yMin) / yRange) * plotH;
|
||
const zeroY = toY(0);
|
||
let grid = '';
|
||
if (spec.refLines) {
|
||
spec.refLines.forEach(rv => {
|
||
const y = toY(rv);
|
||
grid += `<line x1="${padL}" y1="${y.toFixed(1)}" x2="${w - padR}" y2="${y.toFixed(1)}" stroke="rgba(0,0,0,.07)" stroke-dasharray="4,4"/>`;
|
||
if (!sticky) grid += `<text x="${padL - 6}" y="${(y + 3).toFixed(1)}" fill="#86868b" font-size="9" text-anchor="end">${rv}</text>`;
|
||
});
|
||
}
|
||
if (sticky && !spec.refLines && spec.autoScale) {
|
||
for (let k = 0; k <= 4; k++) {
|
||
const v = yMin + yRange * k / 4;
|
||
const y = toY(v);
|
||
grid += `<line x1="${padL}" y1="${y.toFixed(1)}" x2="${w - padR}" y2="${y.toFixed(1)}" stroke="rgba(0,0,0,.05)"/>`;
|
||
}
|
||
}
|
||
let paths = '', bars = '';
|
||
if (spec.histKey) {
|
||
const bw = Math.max(2, plotW / n * 0.55);
|
||
rows.forEach((r, i) => {
|
||
const v = r[spec.histKey];
|
||
if (v == null) return;
|
||
const x = toX(i) - bw / 2;
|
||
const y0 = v >= 0 ? zeroY : toY(v);
|
||
const y1 = v >= 0 ? toY(v) : zeroY;
|
||
const hh = Math.max(1, Math.abs(y1 - y0));
|
||
const custom = spec.histColor?.(r);
|
||
const col = custom || (v >= 0 ? 'rgba(52,168,83,.55)' : 'rgba(216,79,69,.55)');
|
||
const volCls = spec.histKey === 'volume'
|
||
? ` class="vol-bar${r.partialSession ? ' vol-bar--today' : ''}${r.volSignal ? ` vol-bar--${r.volSignal}` : ''}" data-date="${escapeHtml(r.date)}"`
|
||
: '';
|
||
bars += `<rect${volCls} x="${x.toFixed(1)}" y="${Math.min(y0, y1).toFixed(1)}" width="${bw.toFixed(1)}" height="${hh.toFixed(1)}" fill="${col}"/>`;
|
||
});
|
||
}
|
||
const linePath = (pts) => {
|
||
let d = '', move = true;
|
||
for (let i = 0; i < n; i++) {
|
||
const v = pts[i]?.val;
|
||
if (v == null || isNaN(v)) { move = true; continue; }
|
||
d += `${move ? 'M' : 'L'}${toX(i).toFixed(1)},${toY(v).toFixed(1)} `;
|
||
move = false;
|
||
}
|
||
return d.trim();
|
||
};
|
||
(spec.keys || []).forEach(k => {
|
||
const pts = valAt(k.key);
|
||
const d = linePath(pts);
|
||
if (!d) return;
|
||
const dash = k.dash ? ` stroke-dasharray="${k.dash}"` : '';
|
||
paths += `<path d="${d}" fill="none" stroke="${k.color}" stroke-width="${k.width || 1.5}"${dash}/>`;
|
||
});
|
||
const svgInner = `${grid}${bars}${paths}
|
||
<g class="hg" style="display:none"><line class="hl" data-x="0" y1="${padT}" y2="${padT + plotH}" stroke="#86868b" stroke-dasharray="3,3"/></g>
|
||
<rect class="ha" x="${padL}" y="${padT}" width="${plotW}" height="${plotH}" fill="transparent"/>`;
|
||
if (sticky) {
|
||
const yEl = spec.yGutterEl;
|
||
if (yEl) {
|
||
yEl.style.height = `${h}px`;
|
||
el.innerHTML = `<div class="chart-plot-area tv-plot tv-plot--sub" style="width:${plotW + padR}px;min-width:${plotW + padR}px;height:${h}px">
|
||
<svg id="${uid}" viewBox="0 0 ${w} ${h}" preserveAspectRatio="none" xmlns="http://www.w3.org/2000/svg">${svgInner}</svg>
|
||
</div>`;
|
||
const sc = { yMin, yMax, plotH, padT, h, fmt, refLines: spec.refLines };
|
||
yEl._tvScale = sc;
|
||
if (spec.panelId) {
|
||
STOCK.taSubScales = STOCK.taSubScales || {};
|
||
STOCK.taSubScales[spec.panelId] = sc;
|
||
}
|
||
renderChartYGutter(yEl, sc);
|
||
} else {
|
||
el.innerHTML = `<div class="chart-row-sticky chart-row-sticky--sub">
|
||
<div class="chart-gutter-y chart-gutter-y--sub" style="height:${h}px;width:${axisW}px"></div>
|
||
<div class="chart-plot-area" style="width:${plotW + padR}px;min-width:${plotW + padR}px">
|
||
<svg id="${uid}" viewBox="0 0 ${w} ${h}" preserveAspectRatio="none" xmlns="http://www.w3.org/2000/svg">${svgInner}</svg>
|
||
</div>
|
||
</div>`;
|
||
renderChartYGutter(el.querySelector('.chart-gutter-y'), {
|
||
yMin, yMax, plotH, padT, h, fmt, refLines: spec.refLines,
|
||
});
|
||
}
|
||
} else {
|
||
el.style.minWidth = `${w}px`;
|
||
el.innerHTML = `<svg id="${uid}" viewBox="0 0 ${w} ${h}" preserveAspectRatio="xMidYMid meet" xmlns="http://www.w3.org/2000/svg">
|
||
<text x="${padL}" y="14" fill="#86868b" font-size="10" font-weight="700">${escapeHtml(spec.title)}</text>
|
||
${svgInner}</svg>`;
|
||
}
|
||
const svg = el.querySelector('svg');
|
||
const hl = svg.querySelector('.hl');
|
||
const area = svg.querySelector('.ha');
|
||
area.addEventListener('mousemove', evt => {
|
||
const r = svg.getBoundingClientRect();
|
||
const sx = (evt.clientX - r.left) * (w / r.width);
|
||
let i = Math.round(((sx - padL) / plotW) * (n - 1));
|
||
i = Math.max(0, Math.min(n - 1, i));
|
||
const x = toX(i).toFixed(1);
|
||
hl.setAttribute('data-x', x);
|
||
hl.setAttribute('x1', x);
|
||
hl.setAttribute('x2', x);
|
||
svg.querySelector('.hg').style.display = '';
|
||
const mainRows = STOCK.technicalRows || rows;
|
||
const mi = mainRows.findIndex(r => r.date === dates[i]);
|
||
if (mi >= 0) setTaHoverIndex(mi, x);
|
||
else setTaHoverByVolRow(rows[i], x);
|
||
});
|
||
area.addEventListener('mouseleave', () => {
|
||
STOCK._taHoverVolRow = null;
|
||
highlightTaVolumeBar(null);
|
||
const hg = svg.querySelector('.hg');
|
||
if (hg) hg.style.display = 'none';
|
||
pinTaReadoutToLastBar();
|
||
});
|
||
}
|
||
|
||
// ═══════════════════════════════════════════════════════════
|
||
// 個股工具視圖（共用代號：價格走勢 / 財報健檢 / 投資地圖 / 回測）
|
||
// ═══════════════════════════════════════════════════════════
|
||
const TA_PANEL_DEFS = [
|
||
{ id: 'vol', label: '成交量', defaultOn: true },
|
||
{ id: 'macd', label: 'MACD', defaultOn: false },
|
||
{ id: 'rsi', label: 'RSI', defaultOn: false },
|
||
{ id: 'kdj', label: 'KDJ', defaultOn: false },
|
||
];
|
||
const TA_PRESETS = {
|
||
minimal: { vol: true, macd: false, rsi: false, kdj: false },
|
||
momentum: { vol: true, macd: true, rsi: true, kdj: false },
|
||
swing: { vol: true, macd: false, rsi: false, kdj: true },
|
||
full: { vol: true, macd: true, rsi: true, kdj: true },
|
||
};
|
||
function defaultTechnicalPanels() {
|
||
const o = {};
|
||
TA_PANEL_DEFS.forEach(p => { o[p.id] = p.defaultOn; });
|
||
return o;
|
||
}
|
||
function loadTechnicalPanels() {
|
||
try {
|
||
const raw = localStorage.getItem('macroscope_ta_panels');
|
||
if (!raw) return defaultTechnicalPanels();
|
||
const s = JSON.parse(raw);
|
||
const o = defaultTechnicalPanels();
|
||
TA_PANEL_DEFS.forEach(p => { if (typeof s[p.id] === 'boolean') o[p.id] = s[p.id]; });
|
||
return o;
|
||
} catch (_) {
|
||
return defaultTechnicalPanels();
|
||
}
|
||
}
|
||
function saveTechnicalPanels() {
|
||
try { localStorage.setItem('macroscope_ta_panels', JSON.stringify(STOCK.technicalPanels)); } catch (_) {}
|
||
}
|
||
function syncTaPanelDom() {
|
||
const P = STOCK.technicalPanels || {};
|
||
TA_PANEL_DEFS.forEach(def => {
|
||
const wrap = document.getElementById(`taPanelWrap-${def.id}`);
|
||
if (wrap) wrap.hidden = !P[def.id];
|
||
const ySlot = document.getElementById(TA_Y_SLOT[def.id]);
|
||
if (ySlot) ySlot.hidden = !P[def.id];
|
||
});
|
||
const empty = $('#taPanelsEmpty');
|
||
if (empty) empty.hidden = TA_PANEL_DEFS.some(d => P[d.id]);
|
||
const plot = $('#taChart');
|
||
if (plot) plot.classList.toggle('tv-pane--solo', !TA_PANEL_DEFS.some(d => P[d.id]));
|
||
const yMain = $('#taYMain');
|
||
if (yMain) yMain.style.height = `${taMainChartHeight()}px`;
|
||
}
|
||
function refreshTaPanelChips() {
|
||
const box = $('#taPanels');
|
||
if (!box) return;
|
||
const P = STOCK.technicalPanels || {};
|
||
$$('button', box).forEach(btn => {
|
||
const id = btn.dataset.panel;
|
||
if (id) btn.classList.toggle('on', !!P[id]);
|
||
});
|
||
}
|
||
const STOCK = {
|
||
symbol: '', sub: 'metrics', priceRange: '1y', technicalRange: '1y', technicalInterval: '1d',
|
||
technicalLayers: { close: true, ma20: true, ma50: true, ma100: true, ma200: false, boll: true },
|
||
technicalPanels: loadTechnicalPanels(),
|
||
rendered: {}, mapAnswers: {}, mapCfg: null, fundamentals: {}, technicalSnapshot: null, technicalHist: null,
|
||
technicalRows: null, technicalVolRows: null,
|
||
};
|
||
const SUBS = ['metrics', 'technical', 'price', 'finbox', 'map', 'backtest'];
|
||
const TA_RANGES = [
|
||
{ id: '3mo', label: '近 3 月' },
|
||
{ id: '6mo', label: '近 6 月' },
|
||
{ id: '1y', label: '近 1 年' },
|
||
{ id: '2y', label: '近 2 年' },
|
||
{ id: '5y', label: '近 5 年' },
|
||
];
|
||
const TA_INTERVALS = [
|
||
{ id: '1d', label: '日線' },
|
||
{ id: '1wk', label: '周線' },
|
||
{ id: '1mo', label: '月線' },
|
||
];
|
||
const TA_INTERVAL_LABEL = { '1d': '日線', '1wk': '周線', '1mo': '月線' };
|
||
const TA_RANGE_LABEL = { '3mo': '近 3 月', '6mo': '近 6 月', '1y': '近 1 年', '2y': '近 2 年', '5y': '近 5 年' };
|
||
const TA_LAYER_DEFS = [
|
||
{ key: 'close', label: '收盤', color: '#2367c7', width: 2.5 },
|
||
{ key: 'ma20', label: 'MA20', color: '#d4772f', width: 1.5 },
|
||
{ key: 'ma50', label: 'MA50', color: '#7b57c9', width: 1.5 },
|
||
{ key: 'ma100', label: 'MA100', color: '#0f8f8c', width: 1.5 },
|
||
{ key: 'ma200', label: 'MA200', color: '#667064', width: 1.5, dash: '6,4' },
|
||
{ key: 'boll', label: '布林', color: '#2367c7', width: 1, dash: '3,3' },
|
||
];
|
||
function initStock() {
|
||
const view = $('#view-stock');
|
||
view.innerHTML = `
|
||
<div class="page">
|
||
<div class="page-head">
|
||
<div class="page-title">📈 個股工具</div>
|
||
<div class="page-sub">輸入一檔股票代號，所有工具一次到位：價格走勢、<span class="wlink" data-link="學習分類/財報基本功">財報</span>健檢、用<b>六層漏斗投資地圖</b>判斷該不該進場、以及策略<b>回測</b>。</div>
|
||
</div>
|
||
<div class="finbox-search">
|
||
<input type="text" id="stkSym" placeholder="輸入代號，例如 NVDA（美股最完整）" autocomplete="off">
|
||
<button id="stkGo">查詢</button>
|
||
</div>
|
||
<div class="finbox-examples">範例：<b data-sym="NVDA">NVDA</b><b data-sym="AMD">AMD</b><b data-sym="MSFT">MSFT</b><b data-sym="AVGO">AVGO</b><b data-sym="AAPL">AAPL</b></div>
|
||
<div id="stockLearnBridge"></div>
|
||
<div class="sub-tabs" id="stkSub">
|
||
<a data-sub="metrics" class="active">指標面板</a>
|
||
<a data-sub="technical">技術圖表</a>
|
||
<a data-sub="price">價格走勢</a>
|
||
<a data-sub="finbox">財報健檢</a>
|
||
<a data-sub="map">投資地圖</a>
|
||
<a data-sub="backtest">回測</a>
|
||
</div>
|
||
<div id="stkBody">
|
||
<div class="stk-pane" id="pane-metrics"></div>
|
||
<div class="stk-pane" id="pane-technical" hidden></div>
|
||
<div class="stk-pane" id="pane-price"></div>
|
||
<div class="stk-pane" id="pane-finbox" hidden></div>
|
||
<div class="stk-pane" id="pane-map" hidden></div>
|
||
<div class="stk-pane" id="pane-backtest" hidden></div>
|
||
</div>
|
||
</div>`;
|
||
ensureKnowledge().then(() => bindWlinks(view)).catch(() => {});
|
||
const go = () => setStockSymbol($('#stkSym').value);
|
||
$('#stkGo').addEventListener('click', go);
|
||
$('#stkSym').addEventListener('keydown', e => { if (e.key === 'Enter') go(); });
|
||
$$('.finbox-examples b', view).forEach(b => b.addEventListener('click', () => { $('#stkSym').value = b.dataset.sym; go(); }));
|
||
$$('#stkSub a').forEach(a => a.addEventListener('click', () => setSub(a.dataset.sub)));
|
||
renderStockLearningBridge();
|
||
setSub('metrics');
|
||
}
|
||
function renderStockLearningBridge() {
|
||
const box = $('#stockLearnBridge');
|
||
if (!box) return;
|
||
box.innerHTML = `
|
||
<div class="stock-learn-bridge">
|
||
<div class="slb-head"><b>個股研究任務</b><span>每看一檔股票，都照這條路把學習連回工具</span></div>
|
||
<div class="slb-steps">
|
||
<button data-learn-kind="category" data-learn-id="財報基本功"><span>1</span><b>先學財報</b><small>營收、毛利、EPS</small></button>
|
||
<button data-sub-target="finbox"><span>2</span><b>套到健檢</b><small>看紅黃綠燈</small></button>
|
||
<button data-sub-target="technical"><span>3</span><b>技術圖表</b><small>可開關副圖、KDJ、AI</small></button>
|
||
<button data-learn-kind="category" data-learn-id="護城河與商業模式"><span>4</span><b>理解生意</b><small>定價權與產業位置</small></button>
|
||
<button data-sub-target="map"><span>5</span><b>六層漏斗</b><small>回答能不能進場</small></button>
|
||
<button data-sub-target="backtest"><span>6</span><b>策略驗證</b><small>用歷史測規則</small></button>
|
||
</div>
|
||
</div>`;
|
||
$$('[data-learn-kind]', box).forEach(btn => btn.addEventListener('click', () => openNote(btn.dataset.learnKind, btn.dataset.learnId)));
|
||
$$('[data-sub-target]', box).forEach(btn => btn.addEventListener('click', () => setSub(btn.dataset.subTarget)));
|
||
}
|
||
function setStockSymbol(sym) {
|
||
sym = (sym || '').trim().toUpperCase();
|
||
if (!sym) return;
|
||
STOCK.symbol = sym;
|
||
setAIFocus({ type: 'stock', symbol: sym, subPage: STOCK.sub, label: `${sym} · ${STOCK.sub}` });
|
||
STOCK.rendered = {};
|
||
STOCK.fundamentals = {};
|
||
STOCK.technicalHist = null;
|
||
STOCK.technicalSnapshot = null;
|
||
$('#stkSym').value = sym;
|
||
if (STOCK.sub === 'map') setSub('metrics'); // 輸入代號後預設先看指標面板
|
||
else renderSub(STOCK.sub);
|
||
}
|
||
window.setStockSymbol = setStockSymbol;
|
||
function setSub(sub) {
|
||
if (!SUBS.includes(sub)) sub = 'price';
|
||
STOCK.sub = sub;
|
||
if (STOCK.symbol) setAIFocus({ type: 'stock', symbol: STOCK.symbol, subPage: sub, label: `${STOCK.symbol} · ${sub}` });
|
||
$$('#stkSub a').forEach(a => a.classList.toggle('active', a.dataset.sub === sub));
|
||
SUBS.forEach(s => { const p = $('#pane-' + s); if (p) p.hidden = s !== sub; });
|
||
renderSub(sub);
|
||
}
|
||
function needSymbol(pane) {
|
||
if (STOCK.symbol) return false;
|
||
pane.innerHTML = '<div class="empty-state">請先在上方輸入股票代號。</div>';
|
||
return true;
|
||
}
|
||
function renderSub(sub) {
|
||
if (sub === 'metrics') return renderMetricsPane();
|
||
if (sub === 'technical') return renderTechnicalPane();
|
||
if (sub === 'price') return renderPrice();
|
||
if (sub === 'finbox') return renderFinboxPane();
|
||
if (sub === 'map') return renderMap();
|
||
if (sub === 'backtest') return renderBacktestPane();
|
||
}
|
||
|
||
function sliceHistoryByRange(points, range) {
|
||
points = (points || []).filter(p => p.close != null);
|
||
if (!points.length) return [];
|
||
const last = points[points.length - 1].date;
|
||
const end = new Date(last + 'T12:00:00Z');
|
||
const days = { '3mo': 92, '6mo': 183, '1y': 365, '2y': 730, '5y': 1825 }[range] || 365;
|
||
const start = new Date(end);
|
||
start.setUTCDate(start.getUTCDate() - days);
|
||
const iso = start.toISOString().slice(0, 10);
|
||
const sliced = points.filter(p => p.date >= iso);
|
||
return sliced.length >= 30 ? sliced : points.slice(-Math.min(points.length, 120));
|
||
}
|
||
function emaSeriesNums(vals, period) {
|
||
const k = 2 / (period + 1);
|
||
const out = [];
|
||
let prev = null;
|
||
for (let i = 0; i < vals.length; i++) {
|
||
const v = vals[i];
|
||
if (v == null || isNaN(v)) { out.push(null); continue; }
|
||
prev = prev == null ? v : v * k + prev * (1 - k);
|
||
out.push(prev);
|
||
}
|
||
return out;
|
||
}
|
||
/** KDJ(9,3,3)：RSV → K/D 平滑，J = 3K − 2D（台股／券商常用） */
|
||
function kdjSeriesNums(rows, n = 9) {
|
||
const kOut = [], dOut = [], jOut = [];
|
||
let k = 50, d = 50;
|
||
for (let i = 0; i < rows.length; i++) {
|
||
if (i < n - 1) {
|
||
kOut.push(null); dOut.push(null); jOut.push(null);
|
||
continue;
|
||
}
|
||
const slice = rows.slice(i - n + 1, i + 1);
|
||
const hn = Math.max(...slice.map(r => r.high));
|
||
const ln = Math.min(...slice.map(r => r.low));
|
||
const c = rows[i].close;
|
||
const rsv = hn === ln ? 50 : ((c - ln) / (hn - ln)) * 100;
|
||
k = (2 / 3) * k + (1 / 3) * rsv;
|
||
d = (2 / 3) * d + (1 / 3) * k;
|
||
const j = 3 * k - 2 * d;
|
||
kOut.push(k); dOut.push(d); jOut.push(j);
|
||
}
|
||
return { k: kOut, d: dOut, j: jOut };
|
||
}
|
||
function rsiSeriesNums(closes, period = 14) {
|
||
const out = new Array(closes.length).fill(null);
|
||
if (closes.length <= period) return out;
|
||
let ag = 0, al = 0;
|
||
for (let i = 1; i <= period; i++) {
|
||
const ch = closes[i] - closes[i - 1];
|
||
if (ch >= 0) ag += ch; else al -= ch;
|
||
}
|
||
ag /= period;
|
||
al /= period;
|
||
out[period] = al === 0 ? 100 : 100 - 100 / (1 + ag / al);
|
||
for (let i = period + 1; i < closes.length; i++) {
|
||
const ch = closes[i] - closes[i - 1];
|
||
const g = ch > 0 ? ch : 0;
|
||
const l = ch < 0 ? -ch : 0;
|
||
ag = (ag * (period - 1) + g) / period;
|
||
al = (al * (period - 1) + l) / period;
|
||
out[i] = al === 0 ? 100 : 100 - 100 / (1 + ag / al);
|
||
}
|
||
return out;
|
||
}
|
||
function computeIndicatorRows(points) {
|
||
const rows = (points || []).map(p => ({
|
||
date: p.date,
|
||
open: Number(p.open ?? p.close),
|
||
high: Number(p.high ?? p.close),
|
||
low: Number(p.low ?? p.close),
|
||
close: Number(p.close),
|
||
volume: p.volume != null ? Number(p.volume) : null,
|
||
}));
|
||
const closes = rows.map(r => r.close);
|
||
const rsi = rsiSeriesNums(closes, 14);
|
||
const ema12 = emaSeriesNums(closes, 12);
|
||
const ema26 = emaSeriesNums(closes, 26);
|
||
const macdLine = ema12.map((v, i) => (v != null && ema26[i] != null ? v - ema26[i] : null));
|
||
const macdSig = emaSeriesNums(macdLine.map(v => (v == null ? 0 : v)), 9);
|
||
const kdj = kdjSeriesNums(rows, 9);
|
||
const sma = (i, period) => {
|
||
if (i < period - 1) return null;
|
||
let s = 0;
|
||
for (let j = i - period + 1; j <= i; j++) s += rows[j].close;
|
||
return s / period;
|
||
};
|
||
return rows.map((row, i) => {
|
||
const out = { ...row };
|
||
[20, 50, 100, 200].forEach(p => { out[`ma${p}`] = sma(i, p); });
|
||
if (out.ma20 != null) {
|
||
const win = rows.slice(i - 19, i + 1).map(r => r.close);
|
||
const sd = Math.sqrt(win.reduce((a, v) => a + Math.pow(v - out.ma20, 2), 0) / win.length);
|
||
out.bollUpper = out.ma20 + 2 * sd;
|
||
out.bollLower = out.ma20 - 2 * sd;
|
||
out.bollMid = out.ma20;
|
||
}
|
||
out.rsi14 = rsi[i];
|
||
out.macd = macdLine[i];
|
||
out.macdSignal = macdSig[i];
|
||
out.macdHist = (macdLine[i] != null && macdSig[i] != null) ? macdLine[i] - macdSig[i] : null;
|
||
out.k = kdj.k[i];
|
||
out.d = kdj.d[i];
|
||
out.j = kdj.j[i];
|
||
return out;
|
||
});
|
||
}
|
||
function buildTechnicalSnapshot(rows, quote, range, interval = '1d', histMeta = {}) {
|
||
const last = rows[rows.length - 1];
|
||
if (!last) return null;
|
||
const tech = technicalStats(rows.map(r => ({ date: r.date, close: r.close })), quote);
|
||
const px = priceStats(rows.map(r => ({ date: r.date, close: r.close })));
|
||
const ivLabel = TA_INTERVAL_LABEL[interval] || interval;
|
||
return {
|
||
symbol: STOCK.symbol,
|
||
range,
|
||
interval,
|
||
intervalLabel: ivLabel,
|
||
asOf: last.date,
|
||
researchThrough: histMeta.researchThrough || last.date,
|
||
researchNote: histMeta.researchNote || '',
|
||
close: last.close,
|
||
layers: { ...STOCK.technicalLayers },
|
||
indicators: {
|
||
ma20: last.ma20, ma50: last.ma50, ma100: last.ma100, ma200: last.ma200,
|
||
bollUpper: last.bollUpper, bollLower: last.bollLower, bollPos: tech.bollPos,
|
||
rsi14: last.rsi14 ?? tech.rsi14, macd: last.macd, macdSignal: last.macdSignal, macdHist: last.macdHist,
|
||
k: last.k, d: last.d, j: last.j,
|
||
dist50: tech.dist50, dist200: tech.dist200, trendScore: tech.trendScore,
|
||
},
|
||
returns: { ret1m: px.ret1m, ret3m: px.ret3m, ret6m: px.ret6m, ret1y: px.ret1y, volatility: px.volatility, maxDrawdown: px.maxDrawdown },
|
||
formulas: {
|
||
ma: 'MA(N) = 最近 N 日收盤價算術平均',
|
||
boll: '中軌 = MA20；上/下軌 = MA20 ± 2×20日標準差',
|
||
rsi: 'RSI(14) 依最近 14 日漲跌幅度計算',
|
||
},
|
||
source: `${ivLabel} OHLC：Yahoo Finance（周/月僅 Yahoo；日線可備援 Nasdaq）→ SQLite；指標本機計算`,
|
||
};
|
||
}
|
||
function buildVolumeRowsFromHist(hist, quote) {
|
||
const base = hist.volumePoints || hist.points || [];
|
||
if (hist.interval === '1d' && hist.todayVolume != null) return base;
|
||
if (STOCK.technicalInterval !== '1d') return base;
|
||
const today = new Date().toISOString().slice(0, 10);
|
||
const rows = base.map(p => ({ ...p }));
|
||
const vol = hist.todayVolume ?? quote?.volume;
|
||
if (vol == null) return rows;
|
||
const last = rows[rows.length - 1];
|
||
if (last?.date === today) {
|
||
rows[rows.length - 1] = { ...last, volume: vol };
|
||
return rows;
|
||
}
|
||
const px = quote?.price ?? last?.close;
|
||
if (px == null) return rows;
|
||
return [...rows, { date: today, close: px, volume: vol, partialSession: true }];
|
||
}
|
||
|
||
function drawAllTaCharts(rows, volRows) {
|
||
if (!rows?.length) return;
|
||
clearTvScaleTags();
|
||
const vol = volRows || rows;
|
||
const P = STOCK.technicalPanels || {};
|
||
const cw = taChartPixelWidth(Math.max(rows.length, vol.length));
|
||
const dates = rows.map(r => r.date);
|
||
const pt = key => rows.map(r => ({ date: r.date, val: r[key] }));
|
||
const series = [];
|
||
const L = STOCK.technicalLayers;
|
||
if (L.close) series.push({ name: '收盤', color: '#2367c7', strokeWidth: 2.5, points: pt('close') });
|
||
if (L.ma20) series.push({ name: 'MA20', color: '#d4772f', strokeWidth: 1.5, points: pt('ma20') });
|
||
if (L.ma50) series.push({ name: 'MA50', color: '#7b57c9', strokeWidth: 1.5, points: pt('ma50') });
|
||
if (L.ma100) series.push({ name: 'MA100', color: '#0f8f8c', strokeWidth: 1.5, points: pt('ma100') });
|
||
if (L.ma200) series.push({ name: 'MA200', color: '#667064', strokeWidth: 1.5, dash: '6,4', points: pt('ma200') });
|
||
if (L.boll) {
|
||
series.push({ name: '布林上軌', color: 'rgba(35,103,199,.55)', strokeWidth: 1, dash: '4,3', points: pt('bollUpper') });
|
||
series.push({ name: '布林下軌', color: 'rgba(35,103,199,.55)', strokeWidth: 1, dash: '4,3', points: pt('bollLower') });
|
||
}
|
||
const band = L.boll ? {
|
||
upper: { points: pt('bollUpper') },
|
||
lower: { points: pt('bollLower') },
|
||
fill: 'rgba(35,103,199,.08)',
|
||
} : null;
|
||
syncTaPanelDom();
|
||
const plot = $('#taChart');
|
||
if (plot) {
|
||
plot._taLegendEl = $('#taLegend');
|
||
drawLineChart(plot, series, {
|
||
height: taMainChartHeight(),
|
||
chartWidth: cw,
|
||
stickyAxes: true,
|
||
yGutterEl: $('#taYMain'),
|
||
storeMainScale: true,
|
||
decimals: 2,
|
||
fmt: v => fmtNum(v, 2),
|
||
dates,
|
||
band,
|
||
ohlcRows: rows,
|
||
rootClass: 'chart-root--ta',
|
||
stageClass: 'chart-stage--ta',
|
||
externalLegend: plot._taLegendEl,
|
||
hoverEl: null,
|
||
onIndex: (i, _date, x) => setTaHoverIndex(i, x),
|
||
});
|
||
if (_taHoverIndex >= 0 && _taHoverIndex < rows.length) updateTaHoverBar(_taHoverIndex);
|
||
else pinTaReadoutToLastBar();
|
||
}
|
||
if (P.vol) {
|
||
const hasVol = vol.some(r => r.volume != null && r.volume > 0);
|
||
const volWrap = $('#taVol');
|
||
if (volWrap) {
|
||
volWrap.innerHTML = hasVol ? '' : '<div class="chart-empty">尚無成交量資料</div>';
|
||
if (hasVol) {
|
||
const hasToday = vol.some(r => r.partialSession);
|
||
drawTaSubchart(volWrap, vol, {
|
||
title: hasToday ? '成交量（含當日）' : '成交量',
|
||
panelId: 'vol',
|
||
histKey: 'volume',
|
||
histColor: r => {
|
||
if (r.partialSession) return 'rgba(35,103,199,.78)';
|
||
if (r.volSignal === 'spike') return 'rgba(216,79,69,.88)';
|
||
if (r.volSignal === 'elevated') return 'rgba(200,138,29,.78)';
|
||
return null;
|
||
},
|
||
autoScale: true,
|
||
chartWidth: cw,
|
||
height: 96,
|
||
yGutterEl: $('#taYVol'),
|
||
fmt: v => fmtMetric(v, 'compact'),
|
||
keys: [],
|
||
});
|
||
}
|
||
}
|
||
}
|
||
if (P.macd) {
|
||
const macdEl = $('#taMacd');
|
||
if (macdEl) {
|
||
drawTaSubchart(macdEl, rows, {
|
||
title: 'MACD (12,26,9)',
|
||
panelId: 'macd',
|
||
autoScale: true,
|
||
chartWidth: cw,
|
||
height: 108,
|
||
yGutterEl: $('#taYMacd'),
|
||
histKey: 'macdHist',
|
||
keys: [
|
||
{ key: 'macd', color: '#2367c7', name: 'MACD' },
|
||
{ key: 'macdSignal', color: '#d4772f', name: 'Signal', dash: '4,3' },
|
||
],
|
||
});
|
||
}
|
||
}
|
||
if (P.rsi) {
|
||
const rsiEl = $('#taRsi');
|
||
if (rsiEl) {
|
||
drawTaSubchart(rsiEl, rows, {
|
||
title: 'RSI (14)',
|
||
panelId: 'rsi',
|
||
yMin: 0,
|
||
yMax: 100,
|
||
chartWidth: cw,
|
||
height: 96,
|
||
yGutterEl: $('#taYRsi'),
|
||
refLines: [30, 70],
|
||
keys: [{ key: 'rsi14', color: '#7b57c9', name: 'RSI' }],
|
||
});
|
||
}
|
||
}
|
||
if (P.kdj) {
|
||
const kdjEl = $('#taKdj');
|
||
if (kdjEl) {
|
||
drawTaSubchart(kdjEl, rows, {
|
||
title: 'KDJ (9,3,3)',
|
||
panelId: 'kdj',
|
||
autoScale: true,
|
||
chartWidth: cw,
|
||
height: 108,
|
||
yGutterEl: $('#taYKdj'),
|
||
refLines: [20, 80],
|
||
keys: [
|
||
{ key: 'k', color: '#2367c7', name: 'K' },
|
||
{ key: 'd', color: '#d4772f', name: 'D', dash: '4,3' },
|
||
{ key: 'j', color: '#7b57c9', name: 'J', dash: '2,2' },
|
||
],
|
||
});
|
||
}
|
||
}
|
||
STOCK.taAxisMeta = { dates, cw, axisW: TA_AXIS_W, plotW: cw - TA_AXIS_W, n: rows.length };
|
||
const stack = $('#taChartStack');
|
||
if (stack) stack.style.minWidth = `${cw}px`;
|
||
requestAnimationFrame(() => {
|
||
syncTvAxisHeights();
|
||
refreshTvScaleTags(_taHoverIndex >= 0 ? _taHoverIndex : rows.length - 1);
|
||
updateTaXAxis();
|
||
});
|
||
scrollTaChartEnd();
|
||
updateTaVolSignalChip();
|
||
pinTaReadoutToLastBar();
|
||
}
|
||
|
||
function bindTaPanelControls(rows, volRows) {
|
||
const applyPanels = () => {
|
||
saveTechnicalPanels();
|
||
refreshTaPanelChips();
|
||
drawAllTaCharts(rows, volRows);
|
||
};
|
||
const panelBox = $('#taPanels');
|
||
if (panelBox) {
|
||
panelBox.innerHTML = TA_PANEL_DEFS.map(p =>
|
||
`<button type="button" class="chip sm${STOCK.technicalPanels[p.id] ? ' on' : ''}" data-panel="${p.id}">${escapeHtml(p.label)}</button>`,
|
||
).join('');
|
||
$$('button', panelBox).forEach(btn => btn.addEventListener('click', () => {
|
||
const id = btn.dataset.panel;
|
||
STOCK.technicalPanels[id] = !STOCK.technicalPanels[id];
|
||
applyPanels();
|
||
}));
|
||
}
|
||
$$('[data-preset]', $('#taPresets')).forEach(btn => btn.addEventListener('click', () => {
|
||
const preset = TA_PRESETS[btn.dataset.preset];
|
||
if (!preset) return;
|
||
STOCK.technicalPanels = { ...STOCK.technicalPanels, ...preset };
|
||
applyPanels();
|
||
}));
|
||
$$('.ta-sub-close', $('#pane-technical')).forEach(btn => btn.addEventListener('click', () => {
|
||
const id = btn.dataset.panel;
|
||
if (id) STOCK.technicalPanels[id] = false;
|
||
applyPanels();
|
||
}));
|
||
}
|
||
async function renderTechnicalPane(force) {
|
||
const pane = $('#pane-technical');
|
||
if (needSymbol(pane)) return;
|
||
const iv = STOCK.technicalInterval || '1d';
|
||
const cacheKey = `${STOCK.symbol}:${iv}`;
|
||
if (!force && STOCK.rendered.technical === cacheKey && STOCK.technicalHist) {
|
||
paintTechnicalPane(pane, STOCK.technicalHist);
|
||
return;
|
||
}
|
||
pane.innerHTML = `<div class="empty-state"><div class="spinner" style="width:28px;height:28px;border:3px solid var(--border);border-top-color:var(--blue);border-radius:50%;margin:0 auto 14px;animation:spin .8s linear infinite"></div>載入 ${escapeHtml(STOCK.symbol)} ${escapeHtml(TA_INTERVAL_LABEL[iv] || '')}…</div>`;
|
||
try {
|
||
const [hist, quote] = await Promise.all([
|
||
api(`/api/price/${encodeURIComponent(STOCK.symbol)}?range=max&interval=${encodeURIComponent(iv)}${force ? '&fresh=1' : ''}`),
|
||
api(`/api/quote/${encodeURIComponent(STOCK.symbol)}`).catch(() => ({})),
|
||
]);
|
||
STOCK.technicalHist = { hist, quote };
|
||
STOCK.rendered.technical = cacheKey;
|
||
paintTechnicalPane(pane, STOCK.technicalHist);
|
||
} catch (e) {
|
||
pane.innerHTML = `<div class="empty-state">無法載入：${escapeHtml((e.data && e.data.message) || e.message || '')}</div>`;
|
||
}
|
||
}
|
||
function paintTechnicalPane(pane, { hist, quote }) {
|
||
const sliced = sliceHistoryByRange(hist.points || [], STOCK.technicalRange);
|
||
const volSliced = sliceHistoryByRange(hist.volumePoints || hist.points || [], STOCK.technicalRange);
|
||
const rowsBase = computeIndicatorRows(sliced);
|
||
const volRowsRaw = computeIndicatorRows(buildVolumeRowsFromHist({ ...hist, volumePoints: volSliced }, quote));
|
||
const volRows = enrichVolumeRows(volRowsRaw);
|
||
STOCK.technicalVolByDate = buildVolByDate(volRows);
|
||
const rows = mergeVolumeIntoRows(rowsBase, STOCK.technicalVolByDate);
|
||
STOCK.technicalSnapshot = buildTechnicalSnapshot(rows, quote, STOCK.technicalRange, STOCK.technicalInterval, hist);
|
||
setAIFocus({ type: 'stock-technical', symbol: STOCK.symbol, subPage: 'technical', label: `${STOCK.symbol} · ${TA_INTERVAL_LABEL[STOCK.technicalInterval] || ''} ${STOCK.technicalRange}` });
|
||
const snap = STOCK.technicalSnapshot;
|
||
const ind = snap?.indicators || {};
|
||
const ret = snap?.returns || {};
|
||
const retKey = { '3mo': 'ret3m', '6mo': 'ret6m', '1y': 'ret1y', '2y': 'ret1y', '5y': 'ret1y' }[STOCK.technicalRange] || 'ret1y';
|
||
const retVal = ret[retKey] ?? ret.ret1y;
|
||
const retCls = (retVal != null && retVal >= 0) ? 'pnl-pos' : 'pnl-neg';
|
||
pane.innerHTML = `
|
||
<div class="ta-page">
|
||
<header class="ta-hero">
|
||
<div class="ta-hero-main">
|
||
<h2 class="ta-hero-title">${escapeHtml(hist.name || STOCK.symbol)} <span class="ta-hero-sym">${escapeHtml(STOCK.symbol)}</span></h2>
|
||
<p class="ta-hero-price">${fmtNum(ind.close, 2)} <small>${escapeHtml(snap?.asOf || '')}</small></p>
|
||
</div>
|
||
<div class="ta-hero-kpis">
|
||
<div><span>區間報酬</span><b class="${retCls}">${fmtPct(retVal, 1)}</b></div>
|
||
${(hist.todayVolume != null || quote?.volume != null) ? `<div><span class="ta-stat-label">當日成交量${termTipBtn('volume_ratio', '量')}</span><b>${fmtMetric(hist.todayVolume ?? quote?.volume, 'compact')}</b>${hist.volumeRatio != null ? `<small>均量 ${fmtRatio(hist.volumeRatio, 2)}</small>` : ''}</div>` : ''}
|
||
<div><span>RSI(14)</span><b>${fmtNum(ind.rsi14, 1)}</b></div>
|
||
<div><span>趨勢分</span><b>${fmtNum(ind.trendScore, 0)}</b></div>
|
||
</div>
|
||
</header>
|
||
<div class="ta-controls">
|
||
<div class="ta-control-group">
|
||
<span class="ta-label">① K 線週期</span>
|
||
<p class="ta-control-hint">每根 K 棒代表多久（日／周／月），會分開存進資料庫</p>
|
||
<div class="chip-row" id="taInterval"></div>
|
||
</div>
|
||
<div class="ta-control-group">
|
||
<span class="ta-label">② 圖表區間</span>
|
||
<p class="ta-control-hint">主圖要顯示多長的走勢；可左右拖曳／捲動看更早的 K</p>
|
||
<div class="chip-row" id="taRange"></div>
|
||
</div>
|
||
<div class="ta-control-group ta-control-group--layers">
|
||
<span class="ta-label">③ 主圖疊加</span>
|
||
<p class="ta-control-hint">疊在價格上的均線與布林（依 K 根數計算）</p>
|
||
<div class="chip-row" id="taLayers"></div>
|
||
</div>
|
||
<button type="button" class="btn ghost sm ta-refresh" id="taRefresh" title="只補最新 K 線">↻ 更新</button>
|
||
</div>
|
||
<div class="ta-controls ta-controls--panels">
|
||
<div class="ta-control-group">
|
||
<span class="ta-label">④ 副圖指標（可開關）</span>
|
||
<p class="ta-control-hint">券商／TradingView 常一次只看 1～2 個動量副圖；點選開啟，面板右上角可關閉</p>
|
||
<div class="ta-panels-row">
|
||
<div class="chip-row" id="taPanels"></div>
|
||
<div class="ta-preset-row" id="taPresets">
|
||
<span class="ta-preset-label">快速：</span>
|
||
<button type="button" class="chip sm" data-preset="minimal">精簡</button>
|
||
<button type="button" class="chip sm" data-preset="momentum">動量</button>
|
||
<button type="button" class="chip sm" data-preset="swing">波段 KDJ</button>
|
||
<button type="button" class="chip sm" data-preset="full">全部</button>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<article class="ta-chart-card">
|
||
<div class="ta-chart-top">
|
||
<div class="ta-meta-chips">
|
||
<span class="ta-chip">${escapeHtml(TA_INTERVAL_LABEL[STOCK.technicalInterval] || '日線')}</span>
|
||
<span class="ta-chip">${escapeHtml(TA_RANGE_LABEL[STOCK.technicalRange] || STOCK.technicalRange)}</span>
|
||
<span class="ta-chip">研究 ${hist.researchBars || sliced.length} 根</span>
|
||
<span class="ta-chip">DB ${hist.dbBars || '—'}</span>
|
||
${hist.cached ? '<span class="ta-chip ta-chip--ok">本機</span>' : ''}
|
||
${hist.fetchMode ? `<span class="ta-chip">補 ${escapeHtml(hist.fetchMode)}</span>` : ''}
|
||
<span id="taVolSignal"></span>
|
||
</div>
|
||
<p class="ta-db-range">${escapeHtml(hist.researchNote || '')}${hist.volumeNote ? ` · ${escapeHtml(hist.volumeNote)}` : ''}${hist.firstDate ? ` · ${escapeHtml(hist.firstDate)} → ${escapeHtml(hist.researchThrough || hist.lastDate || '')}` : ''}</p>
|
||
</div>
|
||
<div id="taLegend" class="ta-legend" aria-label="圖例"></div>
|
||
<p class="ta-workflow-hint">圖可左右捲動；下方讀數列固定不動。滑過 K 線可查看該根 OHLC、成交量與指標。</p>
|
||
<div class="tv-chart">
|
||
<div class="tv-chart-view">
|
||
<div class="tv-chart-body">
|
||
<div class="tv-y-col" id="taYCol">
|
||
<div class="tv-y-slot tv-y-slot--main" id="taYMain"></div>
|
||
<div class="tv-y-slot tv-y-slot--sub" id="taYVol" hidden><span class="tv-y-slot-label">量</span></div>
|
||
<div class="tv-y-slot tv-y-slot--sub" id="taYMacd" hidden><span class="tv-y-slot-label">MACD</span></div>
|
||
<div class="tv-y-slot tv-y-slot--sub" id="taYRsi" hidden><span class="tv-y-slot-label">RSI</span></div>
|
||
<div class="tv-y-slot tv-y-slot--sub" id="taYKdj" hidden><span class="tv-y-slot-label">KDJ</span></div>
|
||
</div>
|
||
<div class="tv-scroll ta-chart-scroll" id="taChartScroll">
|
||
<div class="tv-stack ta-chart-stack" id="taChartStack">
|
||
<div class="tv-pane tv-pane--main" id="taChart"></div>
|
||
<p class="ta-panels-empty" id="taPanelsEmpty" hidden>未開啟副圖 — 在上方 ④ 點選指標</p>
|
||
<div class="tv-sub-panel ta-sub-panel" id="taPanelWrap-vol" hidden>
|
||
<button type="button" class="ta-sub-close ta-sub-close--float" data-panel="vol" title="關閉成交量">×</button>
|
||
<div id="taVol" class="tv-sub-plot ta-subchart-body"></div>
|
||
</div>
|
||
<div class="tv-sub-panel ta-sub-panel" id="taPanelWrap-macd" hidden>
|
||
<button type="button" class="ta-sub-close ta-sub-close--float" data-panel="macd" title="關閉 MACD">×</button>
|
||
<div id="taMacd" class="tv-sub-plot ta-subchart-body"></div>
|
||
</div>
|
||
<div class="tv-sub-panel ta-sub-panel" id="taPanelWrap-rsi" hidden>
|
||
<button type="button" class="ta-sub-close ta-sub-close--float" data-panel="rsi" title="關閉 RSI">×</button>
|
||
<div id="taRsi" class="tv-sub-plot ta-subchart-body"></div>
|
||
</div>
|
||
<div class="tv-sub-panel ta-sub-panel" id="taPanelWrap-kdj" hidden>
|
||
<button type="button" class="ta-sub-close ta-sub-close--float" data-panel="kdj" title="關閉 KDJ">×</button>
|
||
<div id="taKdj" class="tv-sub-plot ta-subchart-body"></div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="tv-x-wrap">
|
||
<div class="tv-x-pad" aria-hidden="true"></div>
|
||
<div class="tv-x-track ta-x-axis" id="taXAxis" aria-label="時間軸"></div>
|
||
<div class="tv-cursor-x" id="taTagX" hidden></div>
|
||
</div>
|
||
</div>
|
||
</div>
|
||
<div class="tv-chart-foot" id="taChartFoot">
|
||
<div id="taChartHover" class="ta-readout-wrap ta-readout-wrap--pinned" aria-live="polite"></div>
|
||
<div class="ta-glossary-bar" id="taGlossaryBar"></div>
|
||
</div>
|
||
</article>
|
||
<div class="ta-stats-wrap">
|
||
<h3 class="ta-section-title">目前指標</h3>
|
||
<div class="ta-stat-grid" id="taStats"></div>
|
||
</div>
|
||
<section class="ta-ai-card">
|
||
<h3 class="ta-section-title">AI 技術解讀</h3>
|
||
<p class="ta-ai-desc">附上圖表區間的指標摘要與報酬，白話分析趨勢與風險（非投資建議）。</p>
|
||
<div class="ta-ai-actions">
|
||
<button type="button" class="btn" id="taAiTrend">解讀趨勢與均線</button>
|
||
<button type="button" class="btn ghost" id="taAiRisk">解讀波動與位置</button>
|
||
</div>
|
||
<div id="taAiOut" class="ta-ai-out">按上方按鈕開始分析。</div>
|
||
</section>
|
||
</div>`;
|
||
mountChips($('#taInterval'), TA_INTERVALS, STOCK.technicalInterval, v => {
|
||
STOCK.technicalInterval = v;
|
||
STOCK.rendered.technical = '';
|
||
renderTechnicalPane(true);
|
||
});
|
||
mountChips($('#taRange'), TA_RANGES, STOCK.technicalRange, v => { STOCK.technicalRange = v; renderTechnicalPane(); });
|
||
const layerBox = $('#taLayers');
|
||
layerBox.innerHTML = TA_LAYER_DEFS.map(l =>
|
||
`<button type="button" class="chip sm${STOCK.technicalLayers[l.key] ? ' on' : ''}" data-layer="${l.key}">${escapeHtml(l.label)}</button>`,
|
||
).join('');
|
||
$$('button', layerBox).forEach(btn => btn.addEventListener('click', () => {
|
||
STOCK.technicalLayers[btn.dataset.layer] = !STOCK.technicalLayers[btn.dataset.layer];
|
||
btn.classList.toggle('on', STOCK.technicalLayers[btn.dataset.layer]);
|
||
drawAllTaCharts(rows, STOCK.technicalVolRows || volRows);
|
||
refreshTvScaleTags(_taHoverIndex);
|
||
}));
|
||
STOCK.technicalRows = rows;
|
||
STOCK.technicalVolRows = volRows;
|
||
bindTaChartScroll($('#taChartScroll'));
|
||
bindTaPanelControls(rows, volRows);
|
||
clearTvScaleTags();
|
||
drawAllTaCharts(rows, volRows);
|
||
updateTaVolSignalChip();
|
||
const s = STOCK.technicalSnapshot?.indicators || {};
|
||
$('#taStats').innerHTML = `
|
||
<div class="ta-stat">${taStatLabel('收盤')}<b>${fmtNum(s.close, 2)}</b><small>${escapeHtml(STOCK.technicalSnapshot?.asOf || '')}</small></div>
|
||
<div class="ta-stat">${taStatLabel('MA20', 'ma')}<b>${fmtNum(s.ma20, 2)}</b></div>
|
||
<div class="ta-stat">${taStatLabel('MA50')}<b>${fmtNum(s.ma50, 2)}</b></div>
|
||
<div class="ta-stat">${taStatLabel('MA100')}<b>${fmtNum(s.ma100, 2)}</b></div>
|
||
<div class="ta-stat">${taStatLabel('MA200')}<b>${fmtNum(s.ma200, 2)}</b></div>
|
||
<div class="ta-stat">${taStatLabel('布林', 'boll')}<b>${fmtNum(s.bollUpper, 2)} / ${fmtNum(s.bollLower, 2)}</b><small>位置 ${fmtPct(s.bollPos, 0)}</small></div>
|
||
<div class="ta-stat">${taStatLabel('RSI(14)', 'rsi')}<b>${fmtNum(s.rsi14, 1)}</b></div>
|
||
<div class="ta-stat">${taStatLabel('MACD 柱', 'macd')}<b>${fmtNum(s.macdHist, 3)}</b></div>
|
||
<div class="ta-stat">${taStatLabel('KDJ', 'kdj')}<b>${fmtNum(s.k, 1)} / ${fmtNum(s.d, 1)}</b><small>J ${fmtNum(s.j, 1)}</small></div>
|
||
${(hist.todayVolume != null || quote?.volume != null) ? `<div class="ta-stat"><span>當日量</span><b>${fmtMetric(hist.todayVolume ?? quote.volume, 'compact')}</b><small>${hist.volumeRatio != null ? `為均量 ${fmtRatio(hist.volumeRatio, 2)}` : ''}</small></div>` : ''}
|
||
<div class="ta-stat"><span>距 MA200</span><b>${fmtPct(s.dist200, 1)}</b></div>`;
|
||
$('#taRefresh').addEventListener('click', () => { STOCK.rendered.technical = ''; renderTechnicalPane(true); });
|
||
const runTaAi = async (question) => {
|
||
const out = $('#taAiOut');
|
||
out.innerHTML = '<span class="ai-typing"><i></i><i></i><i></i></span> 分析中…';
|
||
try {
|
||
const context = await collectAIContext();
|
||
const d = await askAI({ provider: $('#aiProviderSelect')?.value, model: $('#aiModelSelect')?.value || '', question, context });
|
||
out.innerHTML = `<div class="md ta-ai-md">${renderMarkdown(d?.text || '（無回覆）')}</div>`;
|
||
} catch (e) {
|
||
out.innerHTML = `<div class="ai-error">${escapeHtml((e.data && e.data.message) || e.message || 'AI 失敗')}</div>`;
|
||
}
|
||
};
|
||
$('#taAiTrend').addEventListener('click', () => runTaAi(
|
||
`請用繁體中文解讀 ${STOCK.symbol} 的 ${TA_INTERVAL_LABEL[STOCK.technicalInterval] || ''}（${STOCK.technicalRange} 區間）技術面：均線排列、布林、RSI、KDJ、趨勢分數。資料截至 ${STOCK.technicalSnapshot?.researchThrough || ''}。先結論再依據。僅供學習。`,
|
||
));
|
||
$('#taAiRisk').addEventListener('click', () => runTaAi(
|
||
`請用繁體中文分析 ${STOCK.symbol} ${TA_INTERVAL_LABEL[STOCK.technicalInterval] || ''}（${STOCK.technicalRange}）的風險：波動、回撤、位置。資料截至 ${STOCK.technicalSnapshot?.researchThrough || ''}。先結論再依據。僅供學習。`,
|
||
));
|
||
const gloss = $('#taGlossaryBar');
|
||
if (gloss) {
|
||
gloss.innerHTML = `<span class="ta-glossary-title">指標說明</span>
|
||
<div class="ta-glossary-chips">
|
||
${termTipBtn('section_technical', '技術面')}
|
||
${termTipBtn('ma', '均線')}
|
||
${termTipBtn('boll', '布林')}
|
||
${termTipBtn('rsi', 'RSI')}
|
||
${termTipBtn('macd', 'MACD')}
|
||
${termTipBtn('kdj', 'KDJ')}
|
||
${termTipBtn('volume_ratio', '成交量')}
|
||
</div>`;
|
||
}
|
||
bindTermTips(pane);
|
||
}
|
||
|
||
// ── 指標面板（市場總覽 / 風險 / 回報 / 效率 / 預測 / 穩健度）──
|
||
async function loadFundamentals(sym, fresh) {
|
||
sym = (sym || STOCK.symbol || '').trim().toUpperCase();
|
||
if (!fresh && STOCK.fundamentals[sym]) return STOCK.fundamentals[sym];
|
||
const d = await api('/api/fundamentals/' + encodeURIComponent(sym) + (fresh ? '?fresh=1' : ''));
|
||
STOCK.fundamentals[sym] = d;
|
||
return d;
|
||
}
|
||
function calcPct(a, b) { return (a != null && b) ? (a / b) * 100 : null; }
|
||
function growth(cur, prev) { return (cur != null && prev) ? ((cur - prev) / Math.abs(prev)) * 100 : null; }
|
||
function ratio(a, b) { return (a != null && b) ? a / b : null; }
|
||
function fmtRatio(v, d = 1) { return v == null || isNaN(v) ? '—' : Number(v).toFixed(d) + 'x'; }
|
||
function fmtMetric(v, kind) {
|
||
if (v == null || isNaN(v)) return '—';
|
||
if (kind === 'money') return fmtMoney(v);
|
||
if (kind === 'pct') return fmtPct(v, 1);
|
||
if (kind === 'ratio') return fmtRatio(v, 1);
|
||
if (kind === 'num') return fmtNum(v, 2);
|
||
if (kind === 'shares') return fmtNum(v / 1e9, 2) + 'B';
|
||
if (kind === 'compact') {
|
||
const a = Math.abs(v), s = v < 0 ? '-' : '';
|
||
if (a >= 1e9) return s + fmtNum(a / 1e9, 2) + 'B';
|
||
if (a >= 1e6) return s + fmtNum(a / 1e6, 2) + 'M';
|
||
if (a >= 1e3) return s + fmtNum(a / 1e3, 1) + 'K';
|
||
return fmtNum(v, 0);
|
||
}
|
||
return String(v);
|
||
}
|
||
function clamp(v, lo, hi) { return Math.max(lo, Math.min(hi, v)); }
|
||
function priceStats(points) {
|
||
points = (points || []).filter(p => p.close != null);
|
||
if (points.length < 2) return {};
|
||
const last = points[points.length - 1];
|
||
const nearest = (days) => {
|
||
const target = new Date(last.date); target.setUTCDate(target.getUTCDate() - days);
|
||
let best = points[0], bd = Infinity;
|
||
for (const p of points) {
|
||
const d = Math.abs(new Date(p.date) - target);
|
||
if (d < bd) { bd = d; best = p; }
|
||
}
|
||
return best;
|
||
};
|
||
const ret = days => {
|
||
const p = nearest(days);
|
||
return p && p.close ? (last.close / p.close - 1) * 100 : null;
|
||
};
|
||
const recent = points.slice(-61);
|
||
const daily = [];
|
||
for (let i = 1; i < recent.length; i++) if (recent[i - 1].close) daily.push(recent[i].close / recent[i - 1].close - 1);
|
||
const mean = daily.reduce((a, b) => a + b, 0) / (daily.length || 1);
|
||
const variance = daily.reduce((a, b) => a + Math.pow(b - mean, 2), 0) / Math.max(1, daily.length - 1);
|
||
let peak = -Infinity, mdd = 0;
|
||
for (const p of points) { peak = Math.max(peak, p.close); if (peak > 0) mdd = Math.min(mdd, (p.close / peak - 1) * 100); }
|
||
return { ret1m: ret(30), ret3m: ret(91), ret6m: ret(182), ret1y: ret(365), ret3y: ret(1095), ret5y: ret(1825), volatility: Math.sqrt(variance) * Math.sqrt(252) * 100, maxDrawdown: mdd };
|
||
}
|
||
function technicalStats(points, quote = {}) {
|
||
const clean = (points || []).filter(p => p.close != null).map(p => ({ ...p, close: Number(p.close) }));
|
||
if (clean.length < 20) return {};
|
||
const closes = clean.map(p => p.close);
|
||
const last = quote.price ?? closes[closes.length - 1];
|
||
const avg = (arr) => arr.length ? arr.reduce((a, b) => a + b, 0) / arr.length : null;
|
||
const ma = (n) => closes.length >= n ? avg(closes.slice(-n)) : null;
|
||
const dist = (v) => (last != null && v) ? (last / v - 1) * 100 : null;
|
||
const emaSeries = (period) => {
|
||
const k = 2 / (period + 1);
|
||
const out = [];
|
||
let prev = null;
|
||
for (let i = 0; i < closes.length; i++) {
|
||
prev = prev == null ? closes[i] : closes[i] * k + prev * (1 - k);
|
||
out.push(prev);
|
||
}
|
||
return out;
|
||
};
|
||
let rsi14 = null;
|
||
if (closes.length > 14) {
|
||
let gains = 0, losses = 0;
|
||
for (let i = closes.length - 14; i < closes.length; i++) {
|
||
const ch = closes[i] - closes[i - 1];
|
||
if (ch >= 0) gains += ch; else losses -= ch;
|
||
}
|
||
const avgGain = gains / 14, avgLoss = losses / 14;
|
||
rsi14 = avgLoss === 0 ? 100 : 100 - (100 / (1 + avgGain / avgLoss));
|
||
}
|
||
const ema12 = emaSeries(12), ema26 = emaSeries(26);
|
||
const macdSeries = ema12.map((v, i) => v - ema26[i]);
|
||
const signal = (() => {
|
||
const k = 2 / 10;
|
||
let prev = null;
|
||
for (const v of macdSeries) prev = prev == null ? v : v * k + prev * (1 - k);
|
||
return prev;
|
||
})();
|
||
const macd = macdSeries[macdSeries.length - 1];
|
||
const ma20 = ma(20), ma50 = quote.fiftyDayAverage ?? ma(50), ma100 = ma(100), ma200 = quote.twoHundredDayAverage ?? ma(200);
|
||
const last20 = closes.slice(-20);
|
||
const sd20 = last20.length >= 20 ? Math.sqrt(last20.reduce((a, v) => a + Math.pow(v - ma20, 2), 0) / last20.length) : null;
|
||
const bollUpper = ma20 != null && sd20 != null ? ma20 + 2 * sd20 : null;
|
||
const bollLower = ma20 != null && sd20 != null ? ma20 - 2 * sd20 : null;
|
||
const bollPos = (last != null && bollUpper != null && bollLower != null && bollUpper !== bollLower) ? ((last - bollLower) / (bollUpper - bollLower)) * 100 : null;
|
||
const last252 = clean.slice(-252).map(p => p.close);
|
||
const high52 = quote.fiftyTwoWeekHigh ?? (last252.length ? Math.max(...last252) : null);
|
||
const low52 = quote.fiftyTwoWeekLow ?? (last252.length ? Math.min(...last252) : null);
|
||
const pos52 = (last != null && high52 != null && low52 != null && high52 !== low52) ? ((last - low52) / (high52 - low52)) * 100 : null;
|
||
const volumeRatio = (quote.volume != null && quote.avgVolume) ? quote.volume / quote.avgVolume : null;
|
||
const trendScore =
|
||
(last != null && ma20 != null && last > ma20 ? 1 : -1) +
|
||
(last != null && ma50 != null && last > ma50 ? 1 : -1) +
|
||
(last != null && ma200 != null && last > ma200 ? 1 : -1) +
|
||
(ma50 != null && ma200 != null && ma50 > ma200 ? 1 : -1);
|
||
return {
|
||
last, ma5: ma(5), ma10: ma(10), ma20, ma50, ma100, ma200,
|
||
dist20: dist(ma20), dist50: dist(ma50), dist200: dist(ma200),
|
||
rsi14, macd, macdSignal: signal, macdHist: macd != null && signal != null ? macd - signal : null,
|
||
bollUpper, bollLower, bollPos, high52, low52, pos52, volumeRatio, trendScore,
|
||
};
|
||
}
|
||
function metricStatus(v, good, warn, invert) {
|
||
if (v == null || isNaN(v)) return 'na';
|
||
if (invert) return v <= good ? 'good' : v <= warn ? 'warn' : 'bad';
|
||
return v >= good ? 'good' : v >= warn ? 'warn' : 'bad';
|
||
}
|
||
function metricCard(m) {
|
||
const cls = m.missing ? 'missing' : (m.status || 'na');
|
||
const tip = m.tipId ? metricTipBtn(m.tipId, m.label) : (m.tipKey ? termTipBtn(m.tipKey, m.label) : '');
|
||
const missingText = m.missingLabel || '尚無可用資料';
|
||
return `<div class="metric-card ${cls}">
|
||
<div class="metric-name"><span>${escapeHtml(m.label)}</span>${tip}</div>
|
||
<div class="metric-value">${m.missing ? escapeHtml(missingText) : escapeHtml(m.value)}</div>
|
||
<div class="metric-note">${escapeHtml(m.note || '')}</div>
|
||
</div>`;
|
||
}
|
||
function revenueCagr5y(annual) {
|
||
const rows = (annual || []).filter(a => a.revenue > 0).sort((a, b) => String(a.end || '').localeCompare(b.end || ''));
|
||
if (rows.length < 2) return null;
|
||
const latest = rows[rows.length - 1];
|
||
const start = rows[Math.max(0, rows.length - 6)];
|
||
if (!start?.revenue || !latest?.revenue || start === latest) return null;
|
||
const years = (new Date(latest.end) - new Date(start.end)) / (365.25 * 86400000);
|
||
if (years < 2.5) return null;
|
||
return { pct: (Math.pow(latest.revenue / start.revenue, 1 / years) - 1) * 100, years, from: start.label || start.end, to: latest.label || latest.end };
|
||
}
|
||
function buildDcfTips(fair, { fcf, shares, bal, curY, d, revGrowth, netGrowth }) {
|
||
if (fair) {
|
||
const mosId = registerMetricTip({
|
||
label: '安全邊際',
|
||
what: `DCF 每股 ${fmtNum(fair.fair, 2)} 相對現價 ${fmtNum(d.price, 2)} 的溢價幅度。`,
|
||
formula: `安全邊際(%) = (${fmtNum(fair.fair, 2)} / ${fmtNum(d.price, 2)} - 1) × 100 = ${fmtPct(fair.upside, 1)}`,
|
||
source: 'MacroScope 本機 DCF ÷ 即時報價',
|
||
});
|
||
const assId = registerMetricTip({
|
||
label: '估值假設',
|
||
what: '這次 DCF 使用的成長、折現與終值假設。',
|
||
formula: `5 年 FCF 成長 = ${fair.growth.toFixed(1)}%\n折現率 = ${fair.discount.toFixed(1)}%\n終值成長 = ${fair.terminalGrowth.toFixed(1)}%`,
|
||
model: `啟發輸入：營收年增 ${fmtPct(revGrowth, 1)}、淨利年增 ${fmtPct(netGrowth, 1)}；波動/槓桿會調整折現率`,
|
||
source: `財報 ${d.source}`,
|
||
});
|
||
const dcfId = registerMetricTip({
|
||
label: 'DCF 公允價值',
|
||
what: `本次模型估算每股約 ${fmtNum(fair.fair, 2)} 美元（${d.currency || ''}）。`,
|
||
formula: [
|
||
`FCF₀ = OCF + CapEx = ${fmtMetric(curY.ocf, 'compact')} + (${fmtMetric(curY.capex, 'compact')})`,
|
||
`現金 ${fmtMetric(bal.cash, 'compact')}，總負債 ${fmtMetric(bal.totalDebt, 'compact')}，股數 ${fmtMetric(shares, 'shares')}`,
|
||
`g=${fair.growth.toFixed(1)}%, r=${fair.discount.toFixed(1)}%, 終值 g=${fair.terminalGrowth.toFixed(1)}%`,
|
||
'每股 = (PV FCF + 終值 + 現金 - 負債) / 股數',
|
||
].join('\n'),
|
||
source: `${d.source} 年度現金流 + 資產負債表 · 現價來自報價 API`,
|
||
model: 'MacroScope 教學用簡化 DCF',
|
||
caveat: '非分析師共識；假設變動會大幅改變結果。',
|
||
});
|
||
return { dcfId, mosId, assId };
|
||
}
|
||
const why = [];
|
||
if (!(fcf > 0)) why.push(`FCF₀=${fcf == null ? '缺' : fmtMetric(fcf, 'compact')}（需 > 0）`);
|
||
if (!(shares > 0)) why.push(`股數=${shares == null ? '缺' : fmtMetric(shares, 'shares')}`);
|
||
const missId = registerMetricTip({
|
||
label: 'DCF 公允價值',
|
||
what: '無法計算 DCF，因此不顯示數字。',
|
||
formula: '條件：最近年度 FCF₀ > 0 且流通股數 > 0',
|
||
source: `${d.source} · 最近年度 ${curY.label || curY.end || '—'}`,
|
||
caveat: why.join('；') || '資料不足',
|
||
});
|
||
return { dcfId: missId, mosId: missId, assId: missId };
|
||
}
|
||
function buildForecastMetrics(d, fair, revGrowth, netGrowth) {
|
||
const est = d.estimates;
|
||
const ny = est?.nextYear;
|
||
const cy = est?.currentYear;
|
||
const pick = ny?.revenueAvg != null || ny?.epsAvg != null ? ny : cy;
|
||
const histCagr = revenueCagr5y(d.annual);
|
||
const dcfTips = buildDcfTips(fair, {
|
||
fcf: (d.annual?.[0]?.ocf != null && d.annual?.[0]?.capex != null) ? d.annual[0].ocf + d.annual[0].capex : null,
|
||
shares: d.sharesOutstanding ?? ((d.marketCap && d.price) ? d.marketCap / d.price : null),
|
||
bal: d.balance || {},
|
||
curY: d.annual?.[0] || {},
|
||
d, revGrowth, netGrowth,
|
||
});
|
||
|
||
const targetNote = d.targetMeta
|
||
? `共識 ${d.targetMeta.analysts != null ? d.targetMeta.analysts + ' 位' : ''}${d.targetMeta.low != null ? ` · 區間 ${fmtNum(d.targetMeta.low, 2)}~${fmtNum(d.targetMeta.high, 2)}` : ''} · ${d.targetMeta.source || ''}`
|
||
: (d.targetPrice != null ? 'Nasdaq summary' : '');
|
||
const targetTipId = registerMetricTip({
|
||
label: '1 年目標價',
|
||
what: d.targetPrice != null ? `顯示 ${fmtNum(d.targetPrice, 2)}` : '目前未取得目標價共識。',
|
||
formula: 'targetMeanPrice（Yahoo financialData）或 Nasdaq OneYrTarget',
|
||
source: d.targetMeta?.endpoint || d.targetMeta?.source || 'Yahoo/Nasdaq 公開 API',
|
||
caveat: d.targetPrice == null ? 'Yahoo 未回傳或該股無覆蓋' : '分析師共識，可能延遲',
|
||
});
|
||
|
||
const revVal = pick?.revenueAvg;
|
||
const revTipId = registerMetricTip({
|
||
label: '預估營收',
|
||
what: revVal != null ? `${pick.period || '財年'} 共識營收約 ${fmtMoney(revVal)}` : '未取得營收共識。',
|
||
formula: 'revenueEstimate.avg',
|
||
source: est ? `${est.source} · ${est.endpoint}` : '—',
|
||
caveat: pick ? `期間 ${pick.endDate || '—'} · ${pick.revenueAnalysts ?? '?'} 位分析師` : '需 Yahoo earningsTrend',
|
||
});
|
||
|
||
const epsVal = pick?.epsAvg ?? est?.forwardEps;
|
||
const epsTipId = registerMetricTip({
|
||
label: '預估 EPS',
|
||
what: epsVal != null ? `共識 EPS 約 ${fmtNum(epsVal, 2)}` : '未取得 EPS 共識。',
|
||
formula: pick?.epsAvg != null ? 'earningsEstimate.avg' : 'defaultKeyStatistics.forwardEps',
|
||
source: est ? `${est.source} · earningsTrend` : '—',
|
||
caveat: pick ? `${pick.period} · end ${pick.endDate || '—'} · ${pick.epsAnalysts ?? '?'} 位` : (est?.forwardEps != null ? 'forwardEps（約 NTM）' : ''),
|
||
});
|
||
|
||
const ebitdaVal = pick?.ebitdaAvg ?? ny?.ebitdaAvg ?? cy?.ebitdaAvg;
|
||
const ebitdaTipId = registerMetricTip({
|
||
label: '預估 EBITDA',
|
||
what: ebitdaVal != null ? `共識 EBITDA 約 ${fmtMoney(ebitdaVal)}` : 'Yahoo 未提供 ebitdaEstimate。',
|
||
formula: 'ebitdaEstimate.avg',
|
||
source: est ? `${est.source} · earningsTrend` : '—',
|
||
caveat: pick?.ebitdaAnalysts != null ? `${pick.ebitdaAnalysts} 位分析師` : '非所有股票都有',
|
||
});
|
||
|
||
const fwdGrowth = pick?.revenueGrowthPct ?? pick?.epsGrowthPct;
|
||
const growthVal = fwdGrowth != null ? fmtPct(fwdGrowth, 1) : (histCagr ? fmtPct(histCagr.pct, 1) : null);
|
||
const growthIsHist = fwdGrowth == null && !!histCagr;
|
||
const growthTipId = registerMetricTip({
|
||
label: '未來 5 年成長',
|
||
what: growthIsHist
|
||
? `歷史營收 CAGR（${histCagr.from}→${histCagr.to}，約 ${histCagr.years.toFixed(1)} 年）`
|
||
: (fwdGrowth != null ? '分析師對所選財年的成長率共識（通常為下一財年）' : '無共識亦無足夠歷史營收'),
|
||
formula: growthIsHist
|
||
? `CAGR = (Rev_end/Rev_start)^(1/年數)-1\n= (${fmtMetric(d.annual?.[0]?.revenue, 'compact')} 等年度列)`
|
||
: 'earnings/revenue Estimate.growth（Yahoo）',
|
||
source: growthIsHist ? `歷史營收：${d.source}` : (est?.source || '—'),
|
||
caveat: growthIsHist ? '這是過去成長，不是未來 5 年共識' : 'forward 成長通常只涵蓋 1 個財年',
|
||
});
|
||
|
||
return [
|
||
d.targetPrice != null
|
||
? { label: '1 年目標價', tipId: targetTipId, value: fmtNum(d.targetPrice, 2), status: metricStatus(((d.targetPrice / d.price) - 1) * 100, 15, 0), note: targetNote }
|
||
: { label: '1 年目標價', tipKey: 'target_price', tipId: targetTipId, missing: true, missingLabel: '尚無共識', note: '見 ? 說明' },
|
||
fair
|
||
? { label: 'DCF 公允價值', tipKey: 'dcf', tipId: dcfTips.dcfId, value: fmtNum(fair.fair, 2), status: metricStatus(fair.upside, 20, 0), note: `區間 ${fmtNum(fair.low, 2)} ~ ${fmtNum(fair.high, 2)} · 本機模型` }
|
||
: { label: 'DCF 公允價值', tipKey: 'dcf', tipId: dcfTips.dcfId, missing: true, missingLabel: '無法估算', note: '見 ? 原因' },
|
||
fair
|
||
? { label: '安全邊際', tipKey: 'margin_of_safety', tipId: dcfTips.mosId, value: fmtPct(fair.upside, 1), status: metricStatus(fair.upside, 20, 0), note: 'DCF / 現價 - 1' }
|
||
: { label: '安全邊際', tipKey: 'margin_of_safety', tipId: dcfTips.mosId, missing: true, missingLabel: '—', note: '需 DCF' },
|
||
fair
|
||
? { label: '估值假設', tipKey: 'dcf_assumption', tipId: dcfTips.assId, value: `${fair.growth.toFixed(1)}% / ${fair.discount.toFixed(1)}%`, status: 'na', note: `終值成長 ${fair.terminalGrowth.toFixed(1)}%` }
|
||
: { label: '估值假設', tipKey: 'dcf_assumption', tipId: dcfTips.assId, missing: true, missingLabel: '—', note: '需 DCF' },
|
||
revVal != null
|
||
? { label: '預估營收', tipKey: 'est_revenue', tipId: revTipId, value: fmtMoney(revVal), status: 'na', note: `${pick.period || ''} 共識 · ${pick.endDate || ''}` }
|
||
: { label: '預估營收', tipKey: 'est_revenue', tipId: revTipId, missing: true, missingLabel: '尚無共識', note: 'Yahoo earningsTrend' },
|
||
epsVal != null
|
||
? { label: '預估 EPS', tipKey: 'est_eps', tipId: epsTipId, value: fmtNum(epsVal, 2), status: 'na', note: pick?.epsAvg != null ? 'earningsEstimate.avg' : 'forwardEps' }
|
||
: { label: '預估 EPS', tipKey: 'est_eps', tipId: epsTipId, missing: true, missingLabel: '尚無共識', note: '見 ?' },
|
||
ebitdaVal != null
|
||
? { label: '預估 EBITDA', tipKey: 'est_ebitda', tipId: ebitdaTipId, value: fmtMoney(ebitdaVal), status: 'na', note: 'ebitdaEstimate.avg' }
|
||
: { label: '預估 EBITDA', tipKey: 'est_ebitda', tipId: ebitdaTipId, missing: true, missingLabel: '尚無共識', note: '見 ?' },
|
||
growthVal != null
|
||
? { label: growthIsHist ? '歷史營收 CAGR' : '共識成長率', tipKey: 'growth_5y', tipId: growthTipId, value: growthVal, status: metricStatus(growthIsHist ? histCagr.pct : fwdGrowth, 10, 0), note: growthIsHist ? `約 ${histCagr.years.toFixed(1)} 年 · 非共識` : `${pick?.period || ''} forward` }
|
||
: { label: '未來 5 年成長', tipKey: 'growth_5y', tipId: growthTipId, missing: true, missingLabel: '尚無資料', note: '見 ?' },
|
||
];
|
||
}
|
||
function metricSection(title, subtitle, items, sectionTipKey) {
|
||
const headTip = sectionTipKey ? termTipBtn(sectionTipKey, title) : '';
|
||
return `<section class="metric-section">
|
||
<div class="metric-section-head"><h3>${escapeHtml(title)}${headTip}</h3><span>${escapeHtml(subtitle)}</span></div>
|
||
<div class="metric-grid">${items.map(metricCard).join('')}</div>
|
||
</section>`;
|
||
}
|
||
function formulaBlock(title, formula, note, tipKey) {
|
||
const tip = tipKey ? termTipBtn(tipKey, title) : '';
|
||
return `<div class="formula-card">
|
||
<div class="formula-title">${escapeHtml(title)}${tip}</div>
|
||
<pre>${escapeHtml(formula)}</pre>
|
||
<div class="formula-note">${escapeHtml(note || '')}</div>
|
||
</div>`;
|
||
}
|
||
function dcfValue({ fcf, cash, debt, shares, price, revGrowth, netGrowth, grossMargin, roe, debtEquity, volatility }) {
|
||
if (!(fcf > 0) || !(shares > 0)) return null;
|
||
const growthInputs = [revGrowth, netGrowth].filter(v => v != null && isFinite(v));
|
||
let growth = growthInputs.length ? growthInputs.reduce((a, b) => a + b, 0) / growthInputs.length : 6;
|
||
if (grossMargin >= 55) growth += 2;
|
||
if (roe >= 25) growth += 2;
|
||
growth = clamp(growth, -5, 25);
|
||
const terminalGrowth = 2.5;
|
||
let discount = 9;
|
||
if (volatility > 35) discount += 1;
|
||
if (volatility > 55) discount += 1;
|
||
if (debtEquity > 1) discount += 1;
|
||
discount = clamp(discount, 8, 13);
|
||
const run = (g, dr) => {
|
||
const tg = terminalGrowth / 100;
|
||
const r = dr / 100;
|
||
let pv = 0, cur = fcf;
|
||
for (let year = 1; year <= 5; year++) {
|
||
const fade = (6 - year) / 5;
|
||
const yrGrowth = (tg + ((g / 100) - tg) * fade);
|
||
cur *= (1 + yrGrowth);
|
||
pv += cur / Math.pow(1 + r, year);
|
||
}
|
||
const terminal = (cur * (1 + tg)) / Math.max(0.01, r - tg);
|
||
const equityValue = pv + terminal + (cash || 0) - (debt || 0);
|
||
return equityValue / shares;
|
||
};
|
||
const fair = run(growth, discount);
|
||
const low = run(clamp(growth - 4, -8, 22), discount + 1);
|
||
const high = run(clamp(growth + 4, -2, 30), Math.max(7, discount - 1));
|
||
return {
|
||
fair, low, high, growth, discount, terminalGrowth,
|
||
upside: price ? ((fair / price) - 1) * 100 : null,
|
||
};
|
||
}
|
||
function decisionSummary({ d, px, tech, fair, revGrowth, netGrowth, grossMargin, roe, debtEquity, backtests }) {
|
||
let score = 0;
|
||
const reasons = [];
|
||
const cautions = [];
|
||
const actions = [];
|
||
if (fair?.upside != null) {
|
||
if (fair.upside >= 20) { score += 2; reasons.push(`DCF 顯示安全邊際 ${fmtPct(fair.upside, 1)}，估值有折價。`); }
|
||
else if (fair.upside >= 0) { score += 1; reasons.push(`DCF 公允價值略高於現價，估值不算貴。`); }
|
||
else if (fair.upside <= -25) { score -= 2; cautions.push(`DCF 顯示現價高於公允價值 ${fmtPct(Math.abs(fair.upside), 1)}，追價風險高。`); }
|
||
else { score -= 1; cautions.push(`DCF 略低於現價，估值需要更高成長兌現。`); }
|
||
}
|
||
if (d.targetPrice && d.price) {
|
||
const targetUpside = (d.targetPrice / d.price - 1) * 100;
|
||
if (targetUpside >= 15) { score += 1; reasons.push(`公開目標價仍有 ${fmtPct(targetUpside, 1)} 空間。`); }
|
||
else if (targetUpside < 0) { score -= 1; cautions.push('公開目標價低於現價，市場共識不支持追高。'); }
|
||
}
|
||
if ((px.ret6m ?? 0) > 10 && (px.ret1y ?? 0) > 0) { score += 1; reasons.push('中長期價格趨勢仍向上。'); }
|
||
if ((px.ret3m ?? 0) < -10 || (px.ret6m ?? 0) < -15) { score -= 1; cautions.push('近期價格動能轉弱，先等趨勢修復。'); }
|
||
if (tech?.trendScore >= 3) { score += 1; reasons.push('現價站上主要均線，MA50 也高於 MA200，技術趨勢偏多。'); }
|
||
else if (tech?.dist200 != null && tech.dist200 < -3) { score -= 1; cautions.push(`現價低於 MA200 ${fmtPct(Math.abs(tech.dist200), 1)}，長線趨勢仍需修復。`); }
|
||
if (tech?.rsi14 != null && tech.rsi14 >= 75) { score -= 1; cautions.push(`RSI(14) 約 ${tech.rsi14.toFixed(0)}，短線偏熱，追價要保守。`); }
|
||
else if (tech?.rsi14 != null && tech.rsi14 <= 30) { cautions.push(`RSI(14) 約 ${tech.rsi14.toFixed(0)}，可能超賣，但需要價格止穩確認。`); }
|
||
if ((grossMargin ?? 0) >= 50 && (roe ?? 0) >= 15) { score += 1; reasons.push('毛利率與 ROE 反映品質不錯。'); }
|
||
if ((revGrowth ?? 0) >= 15 || (netGrowth ?? 0) >= 10) { score += 1; reasons.push('營收/淨利成長仍有支撐。'); }
|
||
if ((px.volatility ?? 0) > 45) { score -= 1; cautions.push('波動偏高，部位要小或分批。'); }
|
||
if ((debtEquity ?? 0) > 1.5) { score -= 1; cautions.push('槓桿偏高，利率或景氣逆風時要更保守。'); }
|
||
const smaBt = backtests?.find(b => b.strategy === 'sma');
|
||
if (smaBt?.stats && smaBt?.benchStats) {
|
||
if (smaBt.stats.cagr > 0 && smaBt.stats.maxDrawdown < smaBt.benchStats.maxDrawdown) {
|
||
score += 1; reasons.push('均線策略歷史上降低回撤，適合用趨勢訊號控風險。');
|
||
} else if (smaBt.stats.cagr < 0) {
|
||
score -= 1; cautions.push('均線策略回測不佳，機械追趨勢容易被洗。');
|
||
}
|
||
}
|
||
let label = '觀望', cls = 'na';
|
||
if (score >= 4) { label = '偏買 / 可分批'; cls = 'good'; actions.push('可考慮分批建立部位，並用回測策略當進出場規則。'); }
|
||
else if (score >= 2) { label = '偏多觀望'; cls = 'good'; actions.push('基本面或趨勢有支撐，但建議等技術訊號或回檔再加。'); }
|
||
else if (score >= 0) { label = '觀望 / 等訊號'; cls = 'warn'; actions.push('不急著買，先等估值、趨勢或財報其中一項轉強。'); }
|
||
else { label = '減碼 / 避免追高'; cls = 'bad'; actions.push('若已持有，偏向設移動停利或減碼；新倉等更好的價格或訊號。'); }
|
||
if (!reasons.length) reasons.push('目前可用資料還不足以形成強烈買進理由。');
|
||
if (!cautions.length) cautions.push('仍需留意財報公布、總經環境與單日大幅波動。');
|
||
return { label, cls, score, reasons, cautions, actions };
|
||
}
|
||
function decisionHTML(summary) {
|
||
return `<section class="decision-panel ${summary.cls}">
|
||
<div class="decision-kicker">行動提醒</div>
|
||
<div class="decision-title">${escapeHtml(summary.label)}</div>
|
||
<div class="decision-score">綜合分數 ${summary.score >= 0 ? '+' : ''}${summary.score}</div>
|
||
<div class="decision-cols">
|
||
<div><b>支持理由</b>${summary.reasons.map(x => `<p>${escapeHtml(x)}</p>`).join('')}</div>
|
||
<div><b>小提醒</b>${summary.cautions.map(x => `<p>${escapeHtml(x)}</p>`).join('')}</div>
|
||
<div><b>操作方式</b>${summary.actions.map(x => `<p>${escapeHtml(x)}</p>`).join('')}</div>
|
||
</div>
|
||
</section>`;
|
||
}
|
||
function strategySummaryHTML(backtests) {
|
||
if (!Array.isArray(backtests) || !backtests.length) return '';
|
||
const rows = backtests.map(b => `
|
||
<div class="strategy-row">
|
||
<div><b>${escapeHtml(b.strategyLabel)}</b><span>${escapeHtml(b.formula || '')}</span></div>
|
||
<div class="${b.stats?.cagr >= 0 ? 'pnl-pos' : 'pnl-neg'}">${b.stats ? (b.stats.cagr >= 0 ? '+' : '') + b.stats.cagr.toFixed(1) + '% CAGR' + termTipBtn('cagr', 'CAGR') : '—'}</div>
|
||
<div>${b.stats ? b.stats.maxDrawdown.toFixed(1) + '% 回撤' + termTipBtn('max_drawdown', '最大回撤') : '—'}</div>
|
||
</div>`).join('');
|
||
return `<section class="strategy-panel">
|
||
<div class="metric-section-head"><h3>策略回測摘要</h3><span>用歷史資料輔助判斷，不代表未來</span></div>
|
||
<div class="strategy-table">${rows}</div>
|
||
<div class="formula-grid">
|
||
${formulaBlock('均線趨勢', 'fast = sma(close, 50)\nslow = sma(close, 200)\ninMarket = fast > slow', '短均線在長均線之上才持有，跌破就空手。', 'sma_strategy')}
|
||
${formulaBlock('回落買進', 'peak = highest(close)\ndrawdown = close / peak - 1\nbuy = drawdown <= -15%', '等待從高點回落到設定幅度再進場。', 'dip_strategy')}
|
||
${formulaBlock('分批投入', 'if monthChanged\n buy(monthlyAmount)', '不猜低點，每月固定投入，適合降低進場時點壓力。', 'dca_strategy')}
|
||
</div>
|
||
</section>`;
|
||
}
|
||
function quoteFreshLabel(q) {
|
||
if (!q?.marketTime && !q?._fetchedAt) return '';
|
||
const t = q.marketTime ? new Date(q.marketTime) : new Date(q._fetchedAt);
|
||
if (isNaN(t)) return '';
|
||
return t.toLocaleString('zh-TW', { month: 'numeric', day: 'numeric', hour: '2-digit', minute: '2-digit' });
|
||
}
|
||
function buildMetrics(d, px, tech, quote, backtests) {
|
||
if (typeof resetMetricTips === 'function') resetMetricTips();
|
||
const q = d.quarters || [], a = d.annual || [], bal = d.balance || {};
|
||
const curQ = q[0] || {}, prevQ = q[1] || {}, yaQ = q[4] || null;
|
||
const curY = a[0] || {}, prevY = a[1] || {};
|
||
const equity = bal.totalEquity != null ? bal.totalEquity : ((bal.totalAssets != null && bal.totalLiabilities != null) ? bal.totalAssets - bal.totalLiabilities : null);
|
||
const ev = d.marketCap != null ? d.marketCap + (bal.totalDebt || 0) - (bal.cash || 0) : null;
|
||
const fcf = curY.ocf != null && curY.capex != null ? curY.ocf + curY.capex : null;
|
||
const shares = d.sharesOutstanding ?? ((d.marketCap != null && d.price) ? d.marketCap / d.price : null);
|
||
const pe = d.peTrailing ?? ((d.marketCap != null && curY.netIncome > 0) ? d.marketCap / curY.netIncome : null);
|
||
const revGrowth = yaQ ? growth(curQ.revenue, yaQ.revenue) : growth(curY.revenue, prevY.revenue);
|
||
const netGrowth = yaQ ? growth(curQ.netIncome, yaQ.netIncome) : growth(curY.netIncome, prevY.netIncome);
|
||
const opMargin = curQ.operatingMargin ?? null;
|
||
const grossMargin = curQ.grossMargin ?? curY.grossMargin ?? null;
|
||
const netMargin = curQ.netMargin ?? curY.netMargin ?? null;
|
||
const roa = calcPct(curY.netIncome, bal.totalAssets);
|
||
const roe = calcPct(curY.netIncome, equity);
|
||
const debtEquity = ratio(bal.totalLiabilities, equity);
|
||
const currentRatio = ratio(bal.currentAssets, bal.currentLiabilities);
|
||
const cashDebt = ratio(bal.cash, bal.totalDebt);
|
||
const fair = dcfValue({
|
||
fcf, cash: bal.cash, debt: bal.totalDebt, shares, price: d.price,
|
||
revGrowth, netGrowth, grossMargin, roe, debtEquity, volatility: px.volatility,
|
||
});
|
||
const summary = decisionSummary({ d, px, tech, fair, revGrowth, netGrowth, grossMargin, roe, debtEquity, backtests });
|
||
const changeText = quote?.changePercent != null
|
||
? `${quote.change >= 0 ? '+' : ''}${fmtNum(quote.change, 2)} / ${quote.changePercent >= 0 ? '+' : ''}${fmtPct(quote.changePercent, 2)}`
|
||
: '—';
|
||
const rsiStatus = tech.rsi14 == null ? 'na' : tech.rsi14 >= 75 ? 'bad' : tech.rsi14 >= 65 ? 'warn' : tech.rsi14 <= 30 ? 'warn' : 'good';
|
||
const macdStatus = tech.macdHist == null ? 'na' : tech.macdHist >= 0 ? 'good' : 'bad';
|
||
const bollStatus = tech.bollPos == null ? 'na' : tech.bollPos > 95 ? 'bad' : tech.bollPos > 80 ? 'warn' : tech.bollPos < 5 ? 'warn' : 'good';
|
||
const pos52Status = tech.pos52 == null ? 'na' : tech.pos52 > 92 ? 'warn' : tech.pos52 < 25 ? 'bad' : 'good';
|
||
return [
|
||
decisionHTML(summary),
|
||
metricSection('市場總覽', '價格、估值與公司規模', [
|
||
{ label: '現價', value: fmtNum(d.price, 2), status: quote?.changePercent >= 0 ? 'good' : quote?.changePercent < 0 ? 'bad' : 'na', note: `${d.currency || ''}${quoteFreshLabel(quote) ? ' · ' + quoteFreshLabel(quote) : ''}` },
|
||
{ label: '今日漲跌', value: changeText, status: quote?.changePercent >= 0 ? 'good' : quote?.changePercent < 0 ? 'bad' : 'na', note: quote?.source || '免費報價來源' },
|
||
{ label: '市值', tipKey: 'market_cap', value: fmtMoney(d.marketCap), status: 'na', note: 'Yahoo/價格資料' },
|
||
{ label: '企業價值 EV', tipKey: 'ev', value: fmtMoney(ev), status: 'na', note: '市值 + 債務 - 現金' },
|
||
{ label: '市盈率 P/E', tipKey: 'pe', value: fmtRatio(pe, 1), status: metricStatus(pe, 25, 45, true), note: d.peTrailing != null ? 'Yahoo trailing PE' : '市值 / 年度淨利估算' },
|
||
{ label: '流通股數', tipKey: 'shares', value: fmtMetric(shares, 'shares'), status: 'na', note: d.sharesOutstanding != null ? '來源揭露' : '市值 / 現價估算' },
|
||
{ label: '股息殖利率', tipKey: 'dividend_yield', value: fmtPct(d.dividendYield, 2), status: 'na', note: 'Nasdaq summary' },
|
||
{ label: '營收成長', tipKey: 'rev_growth', value: fmtPct(revGrowth, 1), status: metricStatus(revGrowth, 15, 0), note: yaQ ? '最近季年增' : '年度年增' },
|
||
], 'section_market'),
|
||
metricSection('技術面', 'MA、RSI、MACD、量能與價格位置', [
|
||
{ label: 'MA20 / MA50', tipKey: 'ma', value: `${fmtNum(tech.ma20, 2)} / ${fmtNum(tech.ma50, 2)}`, status: metricStatus(tech.dist50, 0, -5), note: `距 MA50 ${fmtPct(tech.dist50, 1)}` },
|
||
{ label: 'MA100 / MA200', tipKey: 'ma', value: `${fmtNum(tech.ma100, 2)} / ${fmtNum(tech.ma200, 2)}`, status: metricStatus(tech.dist200, 0, -8), note: `距 MA200 ${fmtPct(tech.dist200, 1)}` },
|
||
{ label: 'RSI(14)', tipKey: 'rsi', value: fmtNum(tech.rsi14, 1), status: rsiStatus, note: tech.rsi14 >= 70 ? '偏熱' : tech.rsi14 <= 30 ? '偏弱/超賣' : '中性區間' },
|
||
{ label: 'MACD(12,26,9)', tipKey: 'macd', value: fmtNum(tech.macdHist, 2), status: macdStatus, note: tech.macdHist >= 0 ? '柱狀體偏多' : '柱狀體偏空' },
|
||
{ label: '布林位置', tipKey: 'boll', value: fmtPct(tech.bollPos, 0), status: bollStatus, note: `下緣 ${fmtNum(tech.bollLower, 2)} / 上緣 ${fmtNum(tech.bollUpper, 2)}` },
|
||
{ label: '52週位置', tipKey: 'pos52', value: fmtPct(tech.pos52, 0), status: pos52Status, note: `${fmtNum(tech.low52, 2)} ~ ${fmtNum(tech.high52, 2)}` },
|
||
{ label: '成交量 / 均量', tipKey: 'volume_ratio', value: fmtRatio(tech.volumeRatio, 2), status: metricStatus(tech.volumeRatio, 1.2, .7), note: quote?.volume != null ? `今日量 ${fmtMetric(quote.volume, 'compact')}` : '等待成交量' },
|
||
{ label: '日內高低', value: `${fmtNum(quote?.dayLow, 2)} ~ ${fmtNum(quote?.dayHigh, 2)}`, status: 'na', note: quote?.previousClose != null ? `昨收 ${fmtNum(quote.previousClose, 2)}` : '' },
|
||
], 'section_technical'),
|
||
metricSection('風險', '財務壓力與股價波動', [
|
||
{ label: '總負債 / 總資產', tipKey: 'debt_assets', value: fmtPct(bal.debtToAssets, 1), status: metricStatus(bal.debtToAssets, 50, 70, true), note: '越低越穩' },
|
||
{ label: '負債股本比', tipKey: 'debt_equity', value: fmtRatio(debtEquity, 1), status: metricStatus(debtEquity, 1, 2, true), note: '總負債 / 股東權益' },
|
||
{ label: '流動比率', tipKey: 'current_ratio', value: fmtRatio(currentRatio, 1), status: metricStatus(currentRatio, 1.5, 1), note: '流動資產 / 流動負債' },
|
||
{ label: '現金 / 債務', tipKey: 'cash_debt', value: fmtRatio(cashDebt, 1), status: metricStatus(cashDebt, 1, .3), note: '償債緩衝' },
|
||
{ label: '60日年化波動', tipKey: 'volatility', value: fmtPct(px.volatility, 1), status: metricStatus(px.volatility, 25, 45, true), note: '由日報酬估算' },
|
||
{ label: '最大回撤', tipKey: 'max_drawdown', value: fmtPct(px.maxDrawdown, 1), status: metricStatus(Math.abs(px.maxDrawdown), 30, 55, true), note: '目前資料區間內' },
|
||
], 'section_risk'),
|
||
metricSection('回報', '股價不同期間的報酬', [
|
||
{ label: '1個月', value: fmtPct(px.ret1m, 1), status: metricStatus(px.ret1m, 0, -10), note: '價格報酬' },
|
||
{ label: '3個月', value: fmtPct(px.ret3m, 1), status: metricStatus(px.ret3m, 0, -15), note: '價格報酬' },
|
||
{ label: '6個月', value: fmtPct(px.ret6m, 1), status: metricStatus(px.ret6m, 0, -20), note: '價格報酬' },
|
||
{ label: '1年', value: fmtPct(px.ret1y, 1), status: metricStatus(px.ret1y, 0, -25), note: '價格報酬' },
|
||
{ label: '3年', value: fmtPct(px.ret3y, 1), status: metricStatus(px.ret3y, 0, -35), note: '價格報酬' },
|
||
{ label: '5年', value: fmtPct(px.ret5y, 1), status: metricStatus(px.ret5y, 0, -45), note: '價格報酬' },
|
||
], 'section_return'),
|
||
metricSection('效率', '獲利品質與資產使用效率', [
|
||
{ label: '毛利率', tipKey: 'gross_margin', value: fmtPct(grossMargin, 1), status: metricStatus(grossMargin, 50, 25), note: '定價權與產品組合' },
|
||
{ label: '營業利潤率', tipKey: 'op_margin', value: fmtPct(opMargin, 1), status: metricStatus(opMargin, 25, 8), note: '本業獲利效率' },
|
||
{ label: '淨利率', tipKey: 'net_margin', value: fmtPct(netMargin, 1), status: metricStatus(netMargin, 15, 0), note: '最後落袋比例' },
|
||
{ label: 'ROA', tipKey: 'roa', value: fmtPct(roa, 1), status: metricStatus(roa, 8, 2), note: '淨利 / 資產' },
|
||
{ label: 'ROE', tipKey: 'roe', value: fmtPct(roe, 1), status: metricStatus(roe, 15, 5), note: '淨利 / 股東權益' },
|
||
{ label: 'FCF Margin', tipKey: 'fcf_margin', value: fmtPct(calcPct(fcf, curY.revenue), 1), status: metricStatus(calcPct(fcf, curY.revenue), 10, 0), note: '自由現金流 / 營收' },
|
||
], 'section_efficiency'),
|
||
metricSection('預測', '共識（Yahoo）與本機 DCF；每格 ? 可看公式與來源', buildForecastMetrics(d, fair, revGrowth, netGrowth), 'section_forecast'),
|
||
strategySummaryHTML(backtests),
|
||
metricSection('穩健度', '把目前可得指標整理成可讀結論', [
|
||
{ label: '整體評價', value: d.report?.summary?.verdict || '—', status: d.report?.summary?.verdictColor || 'na', note: '來自財報健檢' },
|
||
{ label: '綠燈', value: String(d.report?.summary?.good ?? '—'), status: 'good', note: '通過項目' },
|
||
{ label: '黃燈', value: String(d.report?.summary?.warn ?? '—'), status: 'warn', note: '留意項目' },
|
||
{ label: '紅燈', value: String(d.report?.summary?.bad ?? '—'), status: 'bad', note: '警訊項目' },
|
||
{ label: '淨利成長', tipKey: 'rev_growth', value: fmtPct(netGrowth, 1), status: metricStatus(netGrowth, 10, 0), note: yaQ ? '最近季年增' : '年度年增' },
|
||
{ label: '資料來源', value: d.source || '—', status: 'na', note: d.asOf ? '最新期別 ' + d.asOf : '' },
|
||
], 'section_robust'),
|
||
].join('');
|
||
}
|
||
async function renderMetricsPane(force) {
|
||
const pane = $('#pane-metrics');
|
||
if (needSymbol(pane)) return;
|
||
if (!force && STOCK.rendered.metrics === STOCK.symbol) return;
|
||
pane.innerHTML = `<div class="empty-state"><div class="spinner" style="width:28px;height:28px;border:3px solid var(--border);border-top-color:var(--blue);border-radius:50%;margin:0 auto 14px;animation:spin .8s linear infinite"></div>正在整理 ${escapeHtml(STOCK.symbol)} 的指標面板…</div>`;
|
||
try {
|
||
const [d, h, quote] = await Promise.all([
|
||
loadFundamentals(STOCK.symbol),
|
||
api(`/api/price/${encodeURIComponent(STOCK.symbol)}?range=max&interval=1d${force ? '&fresh=1' : ''}`),
|
||
api(`/api/quote/${encodeURIComponent(STOCK.symbol)}${force ? '?fresh=1' : ''}`).catch(() => ({})),
|
||
]);
|
||
const backtests = await Promise.all([
|
||
api(`/api/backtest/${encodeURIComponent(STOCK.symbol)}?strategy=buyhold&range=5y`).then(x => ({ ...x, formula: 'hold = true' })).catch(() => null),
|
||
api(`/api/backtest/${encodeURIComponent(STOCK.symbol)}?strategy=sma&range=5y&short=50&long=200`).then(x => ({ ...x, formula: 'sma(close,50) > sma(close,200)' })).catch(() => null),
|
||
api(`/api/backtest/${encodeURIComponent(STOCK.symbol)}?strategy=dip&range=5y&drop=15`).then(x => ({ ...x, formula: 'drawdown <= -15%' })).catch(() => null),
|
||
api(`/api/backtest/${encodeURIComponent(STOCK.symbol)}?strategy=dca&range=5y&monthly=1000`).then(x => ({ ...x, formula: 'monthly buy' })).catch(() => null),
|
||
]).then(xs => xs.filter(Boolean));
|
||
STOCK.rendered.metrics = STOCK.symbol;
|
||
const pstats = priceStats(h.points || []);
|
||
const lastPx = (h.points || []).length ? h.points[h.points.length - 1].close : null;
|
||
const enriched = {
|
||
...d,
|
||
price: quote.price ?? d.price ?? lastPx,
|
||
currency: quote.currency || d.currency || h.currency || '',
|
||
name: d.name || quote.name || h.name,
|
||
marketCap: quote.marketCap ?? d.marketCap,
|
||
sharesOutstanding: quote.sharesOutstanding ?? d.sharesOutstanding,
|
||
peTrailing: quote.peTrailing ?? d.peTrailing,
|
||
targetPrice: quote.targetPrice ?? d.targetPrice,
|
||
dividendYield: quote.dividendYield ?? d.dividendYield,
|
||
};
|
||
if (enriched.marketCap == null && enriched.price != null && enriched.sharesOutstanding != null) enriched.marketCap = enriched.price * enriched.sharesOutstanding;
|
||
const tech = technicalStats(h.points || [], quote);
|
||
pane.innerHTML = `
|
||
<div class="metric-head">
|
||
<div><b>${escapeHtml(enriched.name || enriched.symbol)}</b><span>${escapeHtml(enriched.symbol)} · ${escapeHtml(enriched.currency || '')} · ${enriched.asOf ? '最新期別 ' + escapeHtml(enriched.asOf) : ''}</span></div>
|
||
<button class="btn ghost sm" id="metricRefresh">更新資料</button>
|
||
</div>
|
||
<div class="metric-source-note">本面板會優先使用 Yahoo、Nasdaq、SEC 與價格歷史等免費公開來源。預測區：<b>分析師共識</b>來自 Yahoo <code>earningsTrend</code>（卡片 ? 內有公式與 endpoint）；<b>DCF</b>為 MacroScope 本機模型（? 內列出當次 FCF、成長率、折現率）。無資料時顯示「尚無共識／無法估算」，不填假數字。免費報價可能延遲，交易前請對照券商與官方財報。</div>
|
||
<div class="metric-board">${buildMetrics(enriched, pstats, tech, quote, backtests)}</div>`;
|
||
$('#metricRefresh').addEventListener('click', async () => {
|
||
STOCK.rendered.metrics = '';
|
||
delete STOCK.fundamentals[STOCK.symbol];
|
||
renderMetricsPane(true);
|
||
});
|
||
bindTermTips(pane);
|
||
} catch (e) {
|
||
pane.innerHTML = `<div class="empty-state">無法整理 ${escapeHtml(STOCK.symbol)} 的指標：${escapeHtml((e.data && e.data.message) || e.message || '')}</div>`;
|
||
}
|
||
}
|
||
|
||
// ── 價格走勢 ──
|
||
const PRICE_RANGES = [['3mo', '3月'], ['6mo', '6月'], ['1y', '1年'], ['2y', '2年'], ['5y', '5年'], ['max', '全部']];
|
||
async function renderPrice(force) {
|
||
const pane = $('#pane-price');
|
||
if (needSymbol(pane)) return;
|
||
if (!force && STOCK.rendered.price === STOCK.symbol + ':' + STOCK.priceRange) return;
|
||
pane.innerHTML = `
|
||
<div class="range-btns" id="priceRange">${PRICE_RANGES.map(r => `<button data-r="${r[0]}" class="${r[0] === STOCK.priceRange ? 'active' : ''}">${r[1]}</button>`).join('')}</div>
|
||
<div id="priceHead" class="fin-co"></div>
|
||
<div class="stock-detail-layout">
|
||
<div id="priceChart"><div class="chart-empty">載入中…</div></div>
|
||
<aside id="companyProfile" class="company-profile"><div class="chart-empty">載入公司資訊…</div></aside>
|
||
</div>`;
|
||
$$('#priceRange button', pane).forEach(b => b.addEventListener('click', () => { STOCK.priceRange = b.dataset.r; renderPrice(true); }));
|
||
try {
|
||
const [d, profile] = await Promise.all([
|
||
api(`/api/price/${encodeURIComponent(STOCK.symbol)}?range=${STOCK.priceRange}&interval=1d`),
|
||
api(`/api/profile/${encodeURIComponent(STOCK.symbol)}${force ? '?fresh=1' : ''}`).catch(() => null),
|
||
]);
|
||
STOCK.rendered.price = STOCK.symbol + ':' + STOCK.priceRange;
|
||
const pts = d.points.map(p => ({ date: p.date, val: p.close }));
|
||
const first = pts[0].val, last = pts[pts.length - 1].val;
|
||
const chg = (last / first - 1) * 100;
|
||
const chgCls = chg >= 0 ? 'pnl-pos' : 'pnl-neg';
|
||
$('#priceHead').innerHTML = `<b>${escapeHtml(d.name || d.symbol)}</b> ${escapeHtml(d.symbol)} · 收盤 ${escapeHtml(d.currency || '')} ${fmtNum(last, 2)} · 此區間 <span class="${chgCls}">${chg >= 0 ? '+' : ''}${chg.toFixed(1)}%</span>${d.cached ? ' · <span style="color:var(--text2);font-size:.8rem">快取</span>' : ''}`;
|
||
const chartEl = $('#priceChart');
|
||
const chartW = chartEl ? Math.min(760, Math.max(280, Math.floor(chartEl.clientWidth || 0))) : 760;
|
||
drawLineChart(chartEl, [{ name: '收盤價', color: HEX.blue, points: pts }], {
|
||
fmt: v => fmtNum(v, 2),
|
||
chartWidth: chartW,
|
||
stretch: false,
|
||
});
|
||
const intel = await api(`/api/company-intel/${encodeURIComponent(STOCK.symbol)}${force ? '?fresh=1' : ''}`).catch(() => null);
|
||
renderCompanyProfile(profile, d, last, intel);
|
||
renderCompanyIntel(STOCK.symbol, profile, force, intel);
|
||
} catch (e) {
|
||
pane.querySelector('#priceChart').innerHTML = `<div class="empty-state">無法取得 ${escapeHtml(STOCK.symbol)} 的價格：${escapeHtml((e.data && e.data.message) || e.message || '')}</div>`;
|
||
}
|
||
}
|
||
function marketStatusZh(s) {
|
||
const m = { OPEN: '交易中', CLOSED: '已收盤', PRE: '盤前', POST: '盤後', 'PRE-MARKET': '盤前' };
|
||
const k = String(s || '').toUpperCase();
|
||
return m[k] || s || '—';
|
||
}
|
||
|
||
function sectorIndustryZh(profile, intel) {
|
||
const sector = profile?.sector || intel?.management?.sector;
|
||
const industry = profile?.industry || intel?.management?.industry;
|
||
const sectorMap = { Technology: '科技', 'Financial Services': '金融服務', Healthcare: '醫療保健', Energy: '能源' };
|
||
const sectorZh = sectorMap[sector] || sector || '—';
|
||
let industryZh = industry || '—';
|
||
if (industry && /semiconductor/i.test(industry)) industryZh = `半導體（${industry}）`;
|
||
else if (industry && /software/i.test(industry)) industryZh = `軟體（${industry}）`;
|
||
return { sectorZh, industryZh };
|
||
}
|
||
|
||
function renderCompanyProfile(profile, priceData, last, intel) {
|
||
const box = $('#companyProfile');
|
||
if (!box) return;
|
||
if (!profile) {
|
||
box.innerHTML = '<div class="empty-state">公司資訊暫時無法取得。</div>';
|
||
return;
|
||
}
|
||
const q = profile.quote || {};
|
||
const notif = (profile.notifications || []).flatMap(n => n.eventTypes || []).slice(0, 3);
|
||
const { sectorZh, industryZh } = sectorIndustryZh(profile, intel);
|
||
const desc = intel?.profileZh?.description || profile.descriptionZh || profile.description;
|
||
const descNote = intel?.profileZh?.description ? '（已整理為中文）' : (profile.description ? '（原文；同步研究資料後會更新）' : '');
|
||
box.innerHTML = `
|
||
<div class="profile-head">
|
||
<div><b>${escapeHtml(profile.name || priceData.name || priceData.symbol)}</b><span>${escapeHtml(profile.exchange || '')} · ${escapeHtml(marketStatusZh(profile.marketStatus))}</span></div>
|
||
<div class="profile-price">${fmtNum(q.price ?? last, 2)}</div>
|
||
</div>
|
||
<div class="profile-stats">
|
||
<div><span>買價 / 賣價</span><b>${fmtNum(profile.bidPrice, 2)} / ${fmtNum(profile.askPrice, 2)}</b></div>
|
||
<div><span>產業板塊</span><b>${escapeHtml(sectorZh)}</b></div>
|
||
<div><span>細產業</span><b>${escapeHtml(industryZh)}</b></div>
|
||
<div><span>地區</span><b>${escapeHtml(profile.region || '—')}</b></div>
|
||
</div>
|
||
${desc ? `<p class="profile-desc">${escapeHtml(desc)}</p><p class="profile-desc-note">${escapeHtml(descNote)}</p>` : '<p class="profile-desc-note">尚無公司簡介，進入本頁會自動抓取。</p>'}
|
||
<div class="profile-meta">
|
||
${profile.website ? `<a href="${escapeHtml(profile.website)}" target="_blank" rel="noreferrer">公司網站</a>` : ''}
|
||
${profile.address ? `<span>${escapeHtml(profile.address)}</span>` : ''}
|
||
</div>
|
||
${notif.length ? `<div class="profile-events"><b>近期事件</b>${notif.map(e => `<span>${escapeHtml(e.message || e.eventName || '')}</span>`).join('')}</div>` : ''}
|
||
<div class="metric-source-note">公司資訊來自 Nasdaq；報價可能延遲。職稱會自動對照常見中文。</div>
|
||
<button class="btn ghost sm" id="intelRefresh" style="width:100%;margin-top:10px">更新研究資訊</button>`;
|
||
const rb = $('#intelRefresh');
|
||
if (rb) rb.addEventListener('click', () => runIntelSync(profile.symbol || STOCK.symbol, profile, true));
|
||
}
|
||
function txSignal(t) {
|
||
if (t.signal === 'acquire') return ['取得', 'good'];
|
||
if (t.signal === 'dispose') return ['處分', 'bad'];
|
||
return ['混合', 'warn'];
|
||
}
|
||
function renderCompanyIntelSkeleton() {
|
||
const pane = $('#pane-price');
|
||
let box = $('#companyIntel');
|
||
if (!box) {
|
||
pane.insertAdjacentHTML('beforeend', '<div id="companyIntel" class="company-intel"></div>');
|
||
box = $('#companyIntel');
|
||
}
|
||
box.innerHTML = '<div class="empty-state">正在整理產業鏈、管理層、內部人交易與新聞…</div>';
|
||
return box;
|
||
}
|
||
const INTEL_CUSTOM_SAMPLE = `{
|
||
"profileZh": {
|
||
"description": "公司簡介（中文，自行整理）"
|
||
},
|
||
"officers": [
|
||
{ "name": "黃仁勳", "title": "President and Chief Executive Officer", "titleZh": "執行長暨總裁" }
|
||
],
|
||
"news": [
|
||
{ "title": "原文標題", "titleZh": "中文標題", "descriptionZh": "中文摘要", "url": "https://..." }
|
||
],
|
||
"managementNotes": "治理與策略備註（選填）"
|
||
}`;
|
||
|
||
function secArchiveLocalUrl(symbol, accession, localPath) {
|
||
if (!localPath) return null;
|
||
const file = String(localPath).split('/').pop();
|
||
return `/api/sec-archive/${encodeURIComponent(symbol)}/file?accession=${encodeURIComponent(accession)}&file=${encodeURIComponent(file)}`;
|
||
}
|
||
|
||
function renderSecArchiveBody(data) {
|
||
const body = $('#secArchiveBody');
|
||
const status = $('#secArchiveStatus');
|
||
if (!body) return;
|
||
const filings = data.filings || [];
|
||
const earnings = data.earnings || [];
|
||
const meta = data.meta || {};
|
||
const synced = meta.lastSyncAt ? new Date(meta.lastSyncAt).toLocaleString('zh-TW') : null;
|
||
if (status) {
|
||
status.textContent = synced
|
||
? `已封存 ${filings.length} 筆申報 · ${earnings.length} 筆財報／法說事件 · 上次同步 ${synced}`
|
||
: (filings.length ? `本機已有 ${filings.length} 筆` : '尚未同步，請按「抓取並封存」');
|
||
}
|
||
const filingRows = filings.length ? filings.map(f => {
|
||
const local = f.localPrimary || f.localTxt;
|
||
const localUrl = local ? secArchiveLocalUrl(data.symbol, f.accession, local) : null;
|
||
const exhibits = (f.earningsExhibits || []).map(ex => {
|
||
const u = ex.localPath ? secArchiveLocalUrl(data.symbol, f.accession, ex.localPath) : ex.url;
|
||
return u ? `<a href="${escapeHtml(u)}" target="_blank" rel="noreferrer">${escapeHtml(ex.name || '附錄')}</a>` : '';
|
||
}).filter(Boolean).join(' ');
|
||
return `<div class="sec-filing-row${f.isEarningsRelated ? ' sec-filing-row--earn' : ''}">
|
||
<div class="sec-filing-main">
|
||
<b>${escapeHtml(f.formZh || f.form || '')}</b>
|
||
<span class="sec-filing-form">${escapeHtml(f.form || '')}</span>
|
||
<small>${escapeHtml(f.filedDate || '')}${f.reportDate && f.reportDate !== f.filedDate ? ` · 報告日 ${escapeHtml(f.reportDate)}` : ''}</small>
|
||
${f.description ? `<p>${escapeHtml(String(f.description).slice(0, 160))}</p>` : ''}
|
||
${f.excerpt ? `<p class="sec-filing-excerpt">${escapeHtml(f.excerpt.slice(0, 280))}…</p>` : ''}
|
||
</div>
|
||
<div class="sec-filing-links">
|
||
${localUrl ? `<a class="btn ghost sm" href="${escapeHtml(localUrl)}" target="_blank" rel="noreferrer">本機已存</a>` : '<span class="sec-missing">未下載</span>'}
|
||
${f.url ? `<a href="${escapeHtml(f.url)}" target="_blank" rel="noreferrer">SEC 線上</a>` : ''}
|
||
${exhibits}
|
||
</div>
|
||
</div>`;
|
||
}).join('') : '<div class="empty-state">尚無封存申報。按「抓取並封存」會從 SEC 下載 10-K、10-Q、8-K、DEF 14A 等重要表格。</div>';
|
||
|
||
const earnRows = earnings.length ? earnings.map(e => `
|
||
<div class="sec-earn-row">
|
||
<div><b>${escapeHtml(e.titleZh || e.title || '')}</b><small>${escapeHtml(e.eventDate || '')} ${escapeHtml(e.timeLabel || '')} · ${escapeHtml(e.source || '')}</small></div>
|
||
<p>${escapeHtml((e.note || '').slice(0, 200))}</p>
|
||
<div class="sec-filing-links">
|
||
${e.url ? `<a href="${escapeHtml(e.url)}" target="_blank" rel="noreferrer">連結</a>` : ''}
|
||
${e.accession && e.kind === 'sec_8k' ? `<a href="${escapeHtml(secArchiveLocalUrl(data.symbol, e.accession, filings.find(x => x.accession === e.accession)?.localPrimary || '') || '#')}" target="_blank" rel="noreferrer">本機 8-K</a>` : ''}
|
||
${e.transcriptSearchUrl ? `<a href="${escapeHtml(e.transcriptSearchUrl)}" target="_blank" rel="noreferrer">投資人關係</a>` : ''}
|
||
<a href="https://www.nasdaq.com/market-activity/stocks/${encodeURIComponent(String(data.symbol).toLowerCase())}/earnings" target="_blank" rel="noreferrer">Nasdaq 財報</a>
|
||
</div>
|
||
</div>`).join('') : '<div class="empty-state">尚無財報日曆或 8-K 財報事件；同步後會一併寫入。</div>';
|
||
|
||
body.innerHTML = `
|
||
<div class="sec-archive-block">
|
||
<h4>SEC 重要申報（本機）</h4>
|
||
<div class="sec-filing-list">${filingRows}</div>
|
||
</div>
|
||
<div class="sec-archive-block">
|
||
<h4>財報日與法說相關</h4>
|
||
<p class="intel-custom-hint">法說逐字稿多由公司 IR 網站發布，免費來源不一定有全文；此處會存財報日、8-K 財報公告與本機副本連結。</p>
|
||
<div class="sec-earn-list">${earnRows}</div>
|
||
</div>`;
|
||
}
|
||
|
||
async function loadSecArchive(symbol, sync) {
|
||
const body = $('#secArchiveBody');
|
||
const status = $('#secArchiveStatus');
|
||
if (!body) return;
|
||
if (sync) {
|
||
body.innerHTML = '<div class="empty-state">正在從 SEC 抓取並寫入本機，可能需要一～兩分鐘…</div>';
|
||
if (status) status.textContent = '同步中…';
|
||
}
|
||
try {
|
||
const data = sync
|
||
? await api(`/api/sec-archive/${encodeURIComponent(symbol)}/sync?fresh=1`, { method: 'POST' })
|
||
: await api(`/api/sec-archive/${encodeURIComponent(symbol)}`);
|
||
renderSecArchiveBody({ ...data, symbol });
|
||
} catch (e) {
|
||
body.innerHTML = `<div class="empty-state">封存資料載入失敗：${escapeHtml((e.data && e.data.message) || e.message || '')}</div>`;
|
||
if (status) status.textContent = '失敗';
|
||
}
|
||
}
|
||
|
||
function bindSecArchivePanel(symbol) {
|
||
$('#secArchiveSync')?.addEventListener('click', () => loadSecArchive(symbol, true));
|
||
$('#secArchiveRefresh')?.addEventListener('click', () => loadSecArchive(symbol, false));
|
||
loadSecArchive(symbol, false);
|
||
}
|
||
|
||
function intelResourceLinksHtml(links) {
|
||
const list = (links || []).filter(l => l?.url && !/google\.com\/search/i.test(l.url));
|
||
if (!list.length) return '';
|
||
return `<div class="intel-resource-links">${list.map(l =>
|
||
`<a href="${escapeHtml(l.url)}" target="_blank" rel="noreferrer">${escapeHtml(l.labelZh || l.label || '連結')}</a>`,
|
||
).join('')}</div>`;
|
||
}
|
||
|
||
function chainEntityChip(entity) {
|
||
const item = (entity && typeof entity === 'object')
|
||
? entity
|
||
: { name: String(entity || ''), symbol: null };
|
||
const name = item.name || item.symbol || '—';
|
||
const sym = item.symbol || (/^[A-Z0-9.\-]{1,12}$/i.test(name) ? name.toUpperCase() : null);
|
||
const title = name.length > 14 ? ` title="${escapeHtml(name)}"` : '';
|
||
if (sym && !/^原物料|終端|通路|待查|OEM/i.test(name)) {
|
||
return `<button type="button" class="chain-chip-btn" data-peer="${escapeHtml(sym)}"${title}>${escapeHtml(name)}</button>`;
|
||
}
|
||
return `<span class="chain-chip-static"${title}>${escapeHtml(name)}</span>`;
|
||
}
|
||
|
||
function chainColHtml(items, detail) {
|
||
if (detail?.length) {
|
||
return detail.map(g => `
|
||
<div class="chain-group">
|
||
<em>${escapeHtml(g.label || '環節')}</em>
|
||
<div class="chain-chips">${(g.entities || []).map(e => chainEntityChip(e)).join('') || '<span class="chain-chip-static">—</span>'}</div>
|
||
${g.note ? `<small>${escapeHtml(g.note)}</small>` : ''}
|
||
</div>`).join('');
|
||
}
|
||
return `<div class="chain-chips">${(items || []).length ? items.map(x => chainEntityChip(x)).join('') : '<span class="chain-chip-static">待查證</span>'}</div>`;
|
||
}
|
||
|
||
function bindChainEntityClicks(box) {
|
||
$$('.chain-chips [data-peer], .peer-chips [data-peer]', box).forEach(btn => {
|
||
btn.addEventListener('click', () => setStockSymbol(btn.dataset.peer));
|
||
});
|
||
}
|
||
|
||
function decodeHtmlEntities(s) {
|
||
let t = String(s ?? '');
|
||
if (!t) return '';
|
||
t = t.replace(/&#x([0-9a-f]+);/gi, (_, hex) => {
|
||
const cp = parseInt(hex, 16);
|
||
return cp > 0 && cp < 0x110000 ? String.fromCodePoint(cp) : '';
|
||
});
|
||
t = t.replace(/&#(\d+);/g, (_, dec) => {
|
||
const cp = Number(dec);
|
||
return cp > 0 && cp < 0x110000 ? String.fromCodePoint(cp) : '';
|
||
});
|
||
for (const [ent, ch] of [['<', '<'], ['>', '>'], ['&', '&'], ['"', '"'], [''', "'"], [' ', ' ']]) {
|
||
if (t.includes(ent)) t = t.split(ent).join(ch);
|
||
}
|
||
return t;
|
||
}
|
||
|
||
function cleanNewsDisplay(s) {
|
||
return decodeHtmlEntities(s).replace(/<[^>]+>/g, ' ').replace(/\s+/g, ' ').trim();
|
||
}
|
||
|
||
function newsLooksLikeGarbage(s) {
|
||
const t = String(s || '');
|
||
return /<|>|href\s*=|news\.google\.com\/rss/i.test(t) || /^https?:\/\//i.test(t);
|
||
}
|
||
|
||
function newsSummaryText(n) {
|
||
const raw = cleanNewsDisplay(n.descriptionZh || n.description || '');
|
||
if (!raw || newsLooksLikeGarbage(raw) || raw === cleanNewsDisplay(n.titleZh || n.title)) return '';
|
||
return raw.slice(0, 220);
|
||
}
|
||
|
||
function newsDisplayTitle(n) {
|
||
return cleanNewsDisplay(n.titleZh || n.title || '（無標題）');
|
||
}
|
||
|
||
function newsDisplayPublisher(n) {
|
||
const pub = cleanNewsDisplay(n.publisher || '');
|
||
if (pub && !newsLooksLikeGarbage(pub)) return pub;
|
||
const src = cleanNewsDisplay(n.source || '');
|
||
return src && !newsLooksLikeGarbage(src) ? src : '新聞';
|
||
}
|
||
|
||
function newsCardsHtml(list) {
|
||
if (!list.length) return '';
|
||
return list.map(n => `
|
||
<a class="news-card" href="${escapeHtml(n.url || '#')}" target="_blank" rel="noreferrer">
|
||
<span class="news-card-title">${escapeHtml(newsDisplayTitle(n))}</span>
|
||
${n.title && cleanNewsDisplay(n.title) !== newsDisplayTitle(n) ? `<small class="news-card-en">${escapeHtml(cleanNewsDisplay(n.title))}</small>` : ''}
|
||
<span class="news-card-meta">${escapeHtml(newsDisplayPublisher(n))}${n.created ? ` · ${escapeHtml(n.created)}` : ''}</span>
|
||
${newsSummaryText(n) ? `<p class="news-card-summary">${escapeHtml(newsSummaryText(n))}</p>` : ''}
|
||
</a>`).join('');
|
||
}
|
||
|
||
function newsPanelHtml(list) {
|
||
return list.length
|
||
? `<div class="news-list">${newsCardsHtml(list)}</div>`
|
||
: '<div class="news-empty">此區尚無新聞。</div>';
|
||
}
|
||
|
||
function bindNewsTabs(box) {
|
||
const tabs = $$('.news-tab', box);
|
||
const panels = $$('.news-panel', box);
|
||
tabs.forEach(btn => btn.addEventListener('click', () => {
|
||
tabs.forEach(t => {
|
||
const on = t === btn;
|
||
t.classList.toggle('active', on);
|
||
t.setAttribute('aria-selected', on ? 'true' : 'false');
|
||
});
|
||
panels.forEach(p => p.classList.toggle('hidden', p.dataset.panel !== btn.dataset.tab));
|
||
}));
|
||
}
|
||
|
||
function impactCls(impact) {
|
||
if (impact === 'positive') return 'good';
|
||
if (impact === 'negative') return 'bad';
|
||
return 'warn';
|
||
}
|
||
|
||
const _intelSyncInflight = new Set();
|
||
|
||
function intelSyncStatusText(intel) {
|
||
if (intel?.syncSkipReason) return intel.syncSkipReason;
|
||
if (intel?.nextRefreshAfter) return `下次更新：${intel.nextRefreshAfter}（${intel.nextPublicLabel || '下次財報'}）`;
|
||
if (intel?.enrichedAt) {
|
||
return `已更新 ${new Date(intel.enrichedAt).toLocaleString('zh-TW', { month: 'numeric', day: 'numeric', hour: '2-digit', minute: '2-digit' })}`;
|
||
}
|
||
return '首次進入將自動抓取';
|
||
}
|
||
|
||
async function runIntelSync(symbol, profile, force) {
|
||
const st = $('#intelSyncStatus');
|
||
if (_intelSyncInflight.has(symbol)) return;
|
||
_intelSyncInflight.add(symbol);
|
||
if (st) {
|
||
st.textContent = force
|
||
? `AI 正在更新 ${symbol} 的供應商與「誰買他們產品」客戶名單…`
|
||
: '正在抓取管理層、新聞、產業鏈（Yahoo／SEC／Google 新聞）…';
|
||
}
|
||
try {
|
||
const qs = force ? '?fresh=1' : '';
|
||
const res = await api(`/api/company-intel/${encodeURIComponent(symbol)}/sync${qs}`, {
|
||
method: 'POST',
|
||
headers: { 'Content-Type': 'application/json' },
|
||
body: JSON.stringify({ force: !!force }),
|
||
});
|
||
if (res.skipped && res.skipReason) {
|
||
if (st) st.textContent = res.skipReason;
|
||
if (res.intel) await renderCompanyIntel(symbol, profile, false, res.intel);
|
||
return;
|
||
}
|
||
if (st) st.textContent = '同步完成，更新畫面…';
|
||
await renderCompanyIntel(symbol, profile, false, res.intel || null);
|
||
} catch (e) {
|
||
if (st) st.textContent = (e.data && e.data.message) || e.message || '同步失敗';
|
||
} finally {
|
||
_intelSyncInflight.delete(symbol);
|
||
}
|
||
}
|
||
|
||
function chainNeedsEnrich(intel) {
|
||
const d = intel?.industryChain || {};
|
||
const groups = [...(d.upstreamDetail || []), ...(d.downstreamDetail || [])];
|
||
const clickable = groups.flatMap(g => g.entities || []).filter(e => (e?.symbol || null));
|
||
const onlyPlaceholder = groups.length > 0 && groups.every(g =>
|
||
(g.entities || []).every(e => /待查證|原物料|終端|通路|OEM/i.test(String(e?.name || e))),
|
||
);
|
||
return clickable.length < 2 && (onlyPlaceholder || !groups.length);
|
||
}
|
||
|
||
function ensureIntelAutoSync(symbol, profile, intel) {
|
||
const missingOfficers = !(intel?.management?.officers || []).length;
|
||
const missingNews = !(intel?.newsTw || []).length && !(intel?.newsGlobal || []).length;
|
||
const weakChain = chainNeedsEnrich(intel);
|
||
if (!intel?.needsSync && !missingOfficers && !missingNews && !weakChain) return;
|
||
runIntelSync(symbol, profile, missingOfficers || missingNews || weakChain);
|
||
}
|
||
|
||
function bindIntelCustomPanel(symbol) {
|
||
const saveBtn = $('#intelCustomSave');
|
||
const loadBtn = $('#intelCustomLoad');
|
||
const ta = $('#intelCustomJson');
|
||
if (!saveBtn || !ta) return;
|
||
if (!ta.value.trim()) ta.value = INTEL_CUSTOM_SAMPLE;
|
||
loadBtn?.addEventListener('click', async () => {
|
||
try {
|
||
const d = await api(`/api/company-intel/${encodeURIComponent(symbol)}/custom`);
|
||
ta.value = d.data ? JSON.stringify(d.data, null, 2) : INTEL_CUSTOM_SAMPLE;
|
||
$('#intelCustomStatus').textContent = d.data ? '已載入本機資料' : '尚無本機資料';
|
||
} catch (e) {
|
||
$('#intelCustomStatus').textContent = '載入失敗';
|
||
}
|
||
});
|
||
saveBtn.addEventListener('click', async () => {
|
||
const status = $('#intelCustomStatus');
|
||
try {
|
||
const body = JSON.parse(ta.value);
|
||
await api(`/api/company-intel/${encodeURIComponent(symbol)}/custom`, {
|
||
method: 'PUT',
|
||
headers: { 'Content-Type': 'application/json' },
|
||
body: JSON.stringify(body),
|
||
});
|
||
status.textContent = '已存入本機資料庫，正在更新畫面…';
|
||
await renderCompanyIntel(symbol, null, true);
|
||
} catch (e) {
|
||
status.textContent = (e instanceof SyntaxError) ? 'JSON 格式錯誤' : ((e.data && e.data.message) || e.message || '儲存失敗');
|
||
}
|
||
});
|
||
}
|
||
|
||
async function renderCompanyIntel(symbol, profile, fresh, prefetched) {
|
||
const box = renderCompanyIntelSkeleton();
|
||
try {
|
||
const intel = prefetched && !fresh
|
||
? prefetched
|
||
: await api(`/api/company-intel/${encodeURIComponent(symbol)}${fresh ? '?fresh=1' : ''}`);
|
||
const chain = intel.industryChain || {};
|
||
const officers = intel.management?.officers || [];
|
||
const insiders = intel.insiders || [];
|
||
const newsTw = intel.newsTw || (intel.news || []).filter(n => n.region === 'tw');
|
||
const newsGlobal = intel.newsGlobal || (intel.news || []).filter(n => n.region === 'global');
|
||
const mgmtBrief = intel.managementBrief || [];
|
||
const acquiredCount = insiders.filter(t => t.signal === 'acquire').length;
|
||
const disposedCount = insiders.filter(t => t.signal === 'dispose').length;
|
||
const mgmtSource = intel.management?.source || '公開資料';
|
||
const { sectorZh, industryZh } = sectorIndustryZh(profile, intel);
|
||
const profileDesc = intel.profileZh?.description || intel.management?.longBusinessSummary || '';
|
||
const enrichNote = intel.aiEnriched ? ' · AI 已整理' : '';
|
||
const syncNote = intelSyncStatusText(intel);
|
||
const healthNotes = (intel.dataHealth?.notes || []).map(n => `<li>${escapeHtml(n)}</li>`).join('');
|
||
box.innerHTML = `
|
||
<div class="intel-sync-bar">
|
||
<span id="intelSyncStatus">${escapeHtml(syncNote)}${escapeHtml(enrichNote)}</span>
|
||
<button type="button" class="btn ghost sm" id="intelSyncBtn">強制更新</button>
|
||
</div>
|
||
${healthNotes ? `<ul class="intel-health-notes">${healthNotes}</ul>` : ''}
|
||
${profileDesc ? `<section class="intel-section intel-section--profile">
|
||
<div class="metric-section-head"><h3>公司簡介</h3><span>${escapeHtml(intel.profileZh?.businessModel || industryZh)}</span></div>
|
||
<p class="intel-profile-text">${escapeHtml(profileDesc)}</p>
|
||
</section>` : ''}
|
||
<section class="intel-section intel-section--chain">
|
||
<div class="metric-section-head"><h3>產業上下游 · ${escapeHtml(symbol)}</h3><span>${escapeHtml(industryZh)} · 強制更新會請 AI 重查供應商與下游客戶</span></div>
|
||
<div class="chain-map chain-map--2">
|
||
<div class="chain-col chain-col--up"><b>上游 · 供應商</b>${chainColHtml(chain.upstream, chain.upstreamDetail)}</div>
|
||
<div class="chain-col chain-col--down"><b>下游 · 誰買他們的產品</b>${chainColHtml(chain.downstream, chain.downstreamDetail)}</div>
|
||
</div>
|
||
${chain.tenKExcerpt ? `<p class="chain-excerpt"><b>10-K 摘要</b> ${escapeHtml(chain.tenKExcerpt)}${chain.tenKExcerpt.length >= 400 ? '…' : ''}</p>` : ''}
|
||
${intelResourceLinksHtml(intel.resources)}
|
||
</section>
|
||
<section class="intel-section">
|
||
<div class="metric-section-head"><h3>經營層動態</h3><span>人事、指引、併購、治理相關</span></div>
|
||
<div class="mgmt-brief-list">${mgmtBrief.length ? mgmtBrief.map(m => `
|
||
<div class="mgmt-brief-row ${impactCls(m.impact)}">
|
||
<div><b>${escapeHtml(m.headline || '')}</b><small>${escapeHtml(m.date || '')} · ${escapeHtml(m.source || '')}</small></div>
|
||
<p>${escapeHtml(m.summary || '')}</p>
|
||
${m.url ? `<a href="${escapeHtml(m.url)}" target="_blank" rel="noreferrer">原文</a>` : ''}
|
||
</div>`).join('') : '<div class="empty-state">進入本頁會自動從新聞篩選管理層相關消息。</div>'}
|
||
</section>
|
||
<section class="intel-section">
|
||
<div class="metric-section-head"><h3>內部人申報（SEC Form 4）</h3><span>申報人買賣自家股票；A=取得、D=處分</span></div>
|
||
<div class="insider-summary">
|
||
<div class="${acquiredCount ? 'good' : ''}"><b>${acquiredCount}</b><span>近期偏買進</span></div>
|
||
<div class="${disposedCount ? 'bad' : ''}"><b>${disposedCount}</b><span>近期偏賣出</span></div>
|
||
</div>
|
||
<div class="insider-list">${insiders.length ? insiders.map(t => {
|
||
const [label, cls] = txSignal(t);
|
||
return `<a class="insider-row ${cls}" href="${escapeHtml(t.url)}" target="_blank" rel="noreferrer">
|
||
<div><b>${escapeHtml(t.owner || '內部人')}</b><span>${escapeHtml(t.title || '')}</span></div>
|
||
<div><b>${escapeHtml(label)}</b><span>${escapeHtml(t.reportDate || t.filingDate || '')}</span></div>
|
||
<div><b>${fmtMetric(t.acquired || 0, 'compact')} / ${fmtMetric(t.disposed || 0, 'compact')}</b><span>取得 / 處分股數</span></div>
|
||
</a>`;
|
||
}).join('') : '<div class="empty-state">近期沒有抓到 Form 4 申報。</div>'}</div>
|
||
</section>
|
||
<section class="intel-section intel-section--news">
|
||
<div class="metric-section-head"><h3>相關新聞</h3><span>台灣媒體與國際第一手來源分開顯示</span></div>
|
||
<div class="news-tabs" role="tablist">
|
||
<button type="button" class="news-tab active" data-tab="tw" role="tab" aria-selected="true">台灣 (${newsTw.length})</button>
|
||
<button type="button" class="news-tab" data-tab="global" role="tab" aria-selected="false">國際 (${newsGlobal.length})</button>
|
||
</div>
|
||
<div class="news-panel" data-panel="tw" role="tabpanel">${newsPanelHtml(newsTw)}</div>
|
||
<div class="news-panel hidden" data-panel="global" role="tabpanel">${newsPanelHtml(newsGlobal)}</div>
|
||
</section>
|
||
<section class="intel-section" id="secArchiveSection">
|
||
<div class="metric-section-head"><h3>重要申報與財報／法說</h3><span>10-K、10-Q、8-K、DEF 14A 等會下載到本機，避免日後連結失效</span></div>
|
||
<div id="secArchiveBody" class="sec-archive-body"><div class="empty-state">載入封存清單…</div></div>
|
||
<div class="sec-archive-actions">
|
||
<button type="button" class="btn sm" id="secArchiveSync">抓取並封存到本機</button>
|
||
<button type="button" class="btn ghost sm" id="secArchiveRefresh">重新整理清單</button>
|
||
<span id="secArchiveStatus" class="intel-custom-status"></span>
|
||
</div>
|
||
</section>
|
||
<section class="intel-section intel-section--mgmt">
|
||
<div class="metric-section-head"><h3>經營管理層</h3><span>自動抓取 · 來源：${escapeHtml(mgmtSource)}</span></div>
|
||
<p class="intel-custom-hint">首次進入本頁會從 Yahoo／SEC 10-K 自動取得名單與職稱（中文對照）；下次財報公開日前不會重複抓取。</p>
|
||
<div class="officer-grid">${officers.length ? officers.map(o => `
|
||
<div class="officer-card"><b>${escapeHtml(o.name)}</b><span>${escapeHtml(o.titleDisplay || o.titleZh || o.title || '')}</span><small>${o.totalPay != null ? '總薪酬 ' + fmtMoney(o.totalPay) : (o.source ? escapeHtml(o.source) : '')}</small></div>`).join('') : '<div class="empty-state">正在抓取管理層名單…若久未出現請按「強制更新」。</div>'}
|
||
${intelResourceLinksHtml(intel.management?.resources || intel.resources)}
|
||
</section>`;
|
||
bindChainEntityClicks(box);
|
||
bindNewsTabs(box);
|
||
$('#intelSyncBtn')?.addEventListener('click', () => runIntelSync(symbol, profile, true));
|
||
bindSecArchivePanel(symbol);
|
||
ensureIntelAutoSync(symbol, profile, intel);
|
||
} catch (e) {
|
||
box.innerHTML = `<div class="empty-state">無法整理公司研究資訊：${escapeHtml((e.data && e.data.message) || e.message || '')}</div>`;
|
||
}
|
||
}
|
||
|
||
// ── 財報健檢 ──
|
||
function renderFinboxPane() {
|
||
const pane = $('#pane-finbox');
|
||
if (needSymbol(pane)) return;
|
||
if (STOCK.rendered.finbox === STOCK.symbol) return;
|
||
pane.innerHTML = '<div id="finResult"></div>';
|
||
runFincheck(STOCK.symbol);
|
||
}
|
||
async function runFincheck(sym, fresh) {
|
||
sym = (sym || STOCK.symbol || '').trim().toUpperCase();
|
||
const out = $('#finResult');
|
||
if (!out) return;
|
||
if (!sym) { out.innerHTML = '<div class="empty-state">請先輸入股票代號。</div>'; return; }
|
||
out.innerHTML = `<div class="empty-state"><div class="spinner" style="width:28px;height:28px;border:3px solid var(--border);border-top-color:var(--blue);border-radius:50%;margin:0 auto 14px;animation:spin .8s linear infinite"></div>正在${fresh ? '更新' : '查詢'} ${escapeHtml(sym)} 的財報並健檢…</div>`;
|
||
try {
|
||
const d = await api('/api/fundamentals/' + encodeURIComponent(sym) + (fresh ? '?fresh=1' : ''));
|
||
STOCK.rendered.finbox = sym;
|
||
renderFincheck(d);
|
||
} catch (e) {
|
||
out.innerHTML = `<div class="empty-state">無法取得 ${escapeHtml(sym)} 的財報：${escapeHtml((e.data && e.data.message) || e.message || '未知錯誤')}<br><span style="font-size:.8rem">可試試美股代號（如 NVDA、AMD、MSFT）。</span></div>`;
|
||
}
|
||
}
|
||
function renderFincheck(d) {
|
||
const out = $('#finResult');
|
||
if (!out) return;
|
||
const r = d.report || {};
|
||
const sum = r.summary || {};
|
||
const vColor = { good: 'var(--green)', warn: 'var(--yellow)', bad: 'var(--red)' }[sum.verdictColor] || 'var(--text)';
|
||
const steps = (r.steps || []).map(st => `
|
||
<div class="fin-step">
|
||
<div class="fin-step-head"><div class="fin-step-num">${st.num}</div><div class="fin-step-title">${escapeHtml(st.title)}</div></div>
|
||
${(st.checks || []).map(ck => checkRowHTML(ck)).join('')}
|
||
</div>`).join('');
|
||
const caveats = (r.caveats || []).map(c => `<div class="disclaimer">${mdLinks(c.text, c.links)}</div>`).join('');
|
||
const fetched = d._fetchedAt ? new Date(d._fetchedAt).toLocaleString('zh-TW', { month: 'numeric', day: 'numeric', hour: '2-digit', minute: '2-digit' }) : null;
|
||
const freshNote = d.cached
|
||
? `已存資料庫的快取${fetched ? `，抓取於 ${fetched}` : ''}${d._latestForm ? `（依最新申報 ${escapeHtml(d._latestForm)}）` : ''}`
|
||
: `剛從來源抓取${fetched ? `（${fetched}）` : ''}`;
|
||
const staleNote = d.stale ? '<span style="color:var(--orange)"> · 即時更新失敗，先顯示先前存的資料</span>' : '';
|
||
out.innerHTML = `
|
||
<div class="fin-co"><b>${escapeHtml(d.name || d.symbol)}</b> ${escapeHtml(d.symbol)}${d.price != null ? ` · 股價 $${fmtNum(d.price, 2)}` : ''} · 資料來源 ${escapeHtml(d.source || '—')}${d.asOf ? ` · 最新季別 ${escapeHtml(d.asOf)}` : ''}</div>
|
||
<div class="fin-fresh"><span>${freshNote}${staleNote}</span><button class="btn ghost sm" id="finRefresh">↻ 更新資料</button></div>
|
||
<div class="fin-summary">
|
||
<div class="fin-verdict"><div class="v-big" style="color:${vColor}">${escapeHtml(sum.verdict || '—')}</div><div class="v-sub">${(sum.good || 0) + (sum.warn || 0) + (sum.bad || 0)} 項檢查</div></div>
|
||
<div class="fin-lights">
|
||
<div class="fin-light"><div class="fl-num" style="color:var(--green)">${sum.good || 0}</div><div class="fl-lab">綠燈 通過</div></div>
|
||
<div class="fin-light"><div class="fl-num" style="color:var(--yellow)">${sum.warn || 0}</div><div class="fl-lab">黃燈 留意</div></div>
|
||
<div class="fin-light"><div class="fl-num" style="color:var(--red)">${sum.bad || 0}</div><div class="fl-lab">紅燈 警訊</div></div>
|
||
</div>
|
||
</div>
|
||
${steps}
|
||
${caveats}`;
|
||
bindWlinks(out);
|
||
const rb = $('#finRefresh');
|
||
if (rb) rb.addEventListener('click', () => {
|
||
delete STOCK.fundamentals[d.symbol];
|
||
runFincheck(d.symbol, false);
|
||
});
|
||
}
|
||
function checkRowHTML(ck) {
|
||
const links = (ck.links || []).map(l => `<span class="wlink" data-link="${escapeHtml(l.target)}">${escapeHtml(l.label)}</span>`).join('');
|
||
return `
|
||
<div class="check-row ${ck.status}">
|
||
<span class="check-dot"></span>
|
||
<div class="check-main">
|
||
<div class="ck-label">${escapeHtml(ck.label)}</div>
|
||
${ck.note ? `<div class="ck-note">${escapeHtml(ck.note)}</div>` : ''}
|
||
${links ? `<div class="ck-links">${links}</div>` : ''}
|
||
</div>
|
||
<div class="check-val ${ck.status}">${escapeHtml(ck.value != null ? ck.value : '—')}</div>
|
||
</div>`;
|
||
}
|
||
// 把 {text, links:[{target,label}]} 的 [label] 佔位轉成 wlink（links 依序替換）
|
||
function mdLinks(text, links) {
|
||
let i = 0;
|
||
return escapeHtml(text).replace(/\{link\}/g, () => {
|
||
const l = (links || [])[i++]; if (!l) return '';
|
||
return `<span class="wlink" data-link="${escapeHtml(l.target)}">${escapeHtml(l.label)}</span>`;
|
||
});
|
||
}
|
||
|
||
// ── 投資地圖（互動六層漏斗）──
|
||
const ANS = [['yes', '是'], ['unsure', '不確定'], ['no', '否']];
|
||
function layerStatus(L) {
|
||
const ans = L.questions.map((_, qi) => STOCK.mapAnswers[L.key + ':' + qi]);
|
||
const answered = ans.filter(Boolean);
|
||
const gateNo = L.questions.some((q, qi) => q.gate && ans[qi] === 'no');
|
||
if (gateNo) return 'out';
|
||
if (!answered.length) return 'pending';
|
||
if (ans.every(a => a === 'yes')) return 'pass';
|
||
return 'watch';
|
||
}
|
||
const ST_META = {
|
||
pass: { lab: '通過', cls: 'good' }, watch: { lab: '待確認', cls: 'warn' },
|
||
out: { lab: '出局', cls: 'bad' }, pending: { lab: '未評估', cls: 'na' },
|
||
};
|
||
async function renderMap() {
|
||
const pane = $('#pane-map');
|
||
pane.innerHTML = '<div class="empty-state"><div class="spinner" style="width:26px;height:26px;border:3px solid var(--border);border-top-color:var(--blue);border-radius:50%;margin:0 auto 12px;animation:spin .8s linear infinite"></div>載入投資地圖…</div>';
|
||
if (!STOCK.mapCfg) {
|
||
try { STOCK.mapCfg = await api('/api/investmap'); await ensureKnowledge(); }
|
||
catch (e) { pane.innerHTML = `<div class="empty-state">載入投資地圖失敗：${escapeHtml(e.message || '')}</div>`; return; }
|
||
}
|
||
drawMap();
|
||
}
|
||
function drawMap() {
|
||
const pane = $('#pane-map');
|
||
const cfg = STOCK.mapCfg;
|
||
const target = STOCK.symbol ? `<b>${escapeHtml(STOCK.symbol)}</b>` : '這檔標的';
|
||
let firstOut = -1;
|
||
const layersHTML = cfg.layers.map((L, idx) => {
|
||
const st = layerStatus(L);
|
||
if (st === 'out' && firstOut < 0) firstOut = idx;
|
||
const meta = ST_META[st];
|
||
const qs = L.questions.map((q, qi) => {
|
||
const cur = STOCK.mapAnswers[L.key + ':' + qi];
|
||
const radios = ANS.map(([v, lab]) => `<label class="ans ${v} ${cur === v ? 'on' : ''}"><input type="radio" name="${L.key}_${qi}" value="${v}" ${cur === v ? 'checked' : ''}>${lab}</label>`).join('');
|
||
const links = (q.principles || []).map(p => `<span class="wlink ${p.id ? '' : 'dead'}" ${p.id ? `data-pid="${escapeHtml(p.id)}"` : ''}>${escapeHtml(p.title)}</span>`).join('');
|
||
return `<div class="map-q">
|
||
<div class="mq-text">${q.gate ? '<span class="gate">閘門</span>' : ''}${escapeHtml(q.q)}</div>
|
||
<div class="mq-ans" data-layer="${L.key}" data-qi="${qi}">${radios}</div>
|
||
${links ? `<div class="ck-links">${links}</div>` : ''}
|
||
</div>`;
|
||
}).join('');
|
||
return `<div class="map-layer ${st}">
|
||
<div class="ml-head"><div class="ml-num">${idx + 1}</div><div class="ml-title">${escapeHtml(L.title)}</div><span class="ml-badge ${meta.cls}">${meta.lab}</span></div>
|
||
<div class="ml-ask">${escapeHtml(L.ask)}</div>
|
||
<div class="ml-pillar">${escapeHtml(L.pillar)}</div>
|
||
${qs}
|
||
<div class="ml-out">出局條件：${escapeHtml(L.out)}</div>
|
||
</div>`;
|
||
}).join('');
|
||
|
||
// 彙整結論
|
||
const statuses = cfg.layers.map(layerStatus);
|
||
const funnelHTML = `<div class="map-funnel">${cfg.layers.map((L, i) => {
|
||
const st = statuses[i];
|
||
return `<button class="funnel-step ${st}" data-jump-layer="${i}">
|
||
<span>${i + 1}</span><b>${escapeHtml(L.title)}</b><small>${ST_META[st].lab}</small>
|
||
</button>`;
|
||
}).join('')}</div>`;
|
||
const anyAnswered = Object.keys(STOCK.mapAnswers).length > 0;
|
||
let verdict, vcls;
|
||
if (firstOut >= 0) { verdict = `不建議進場：第 ${firstOut + 1} 層「${cfg.layers[firstOut].title}」出局，依漏斗原則應停手。`; vcls = 'bad'; }
|
||
else if (statuses.every(s => s === 'pass')) { verdict = '六層皆通過，可進入交易計畫（記得設好減倉/停損規則與底倉）。'; vcls = 'good'; }
|
||
else if (anyAnswered) { verdict = '初步可行，但仍有「待確認」項目——把不確定的補齊再決定。'; vcls = 'warn'; }
|
||
else { verdict = '逐層回答下面的提問，系統會即時告訴你哪一層卡關。'; vcls = 'na'; }
|
||
|
||
pane.innerHTML = `
|
||
<div class="map-core">🧭 下單前的核心提問<br><span>${escapeHtml(cfg.coreQuestion)}</span></div>
|
||
${funnelHTML}
|
||
<div class="map-verdict ${vcls}"><div class="mv-lab">${target} 的判斷</div><div class="mv-text">${verdict}</div>
|
||
<div class="mv-actions"><button class="btn ghost sm" id="mapReset">重設</button>${STOCK.symbol ? '<button class="btn sm" id="mapSave">存成交易紀錄</button>' : ''}</div>
|
||
</div>
|
||
${layersHTML}
|
||
<div class="disclaimer">這是把「<span class="wlink" data-link="學習分類/投資底層邏輯">投資底層邏輯</span>」六層漏斗變成的自我檢查工具，幫你結構化判斷，<b>不構成投資建議</b>。任何一層出局就停手，是漏斗的精神。</div>`;
|
||
|
||
// 綁定：作答（即時重繪）、原則連結、按鈕
|
||
$$('.mq-ans', pane).forEach(box => {
|
||
$$('input[type=radio]', box).forEach(r => r.addEventListener('change', () => {
|
||
STOCK.mapAnswers[box.dataset.layer + ':' + box.dataset.qi] = r.value;
|
||
setAIFocus({ type: 'stock-map', symbol: STOCK.symbol, subPage: 'map', label: `${STOCK.symbol || '標的'} · 投資地圖`, mapAnswers: STOCK.mapAnswers });
|
||
drawMap();
|
||
}));
|
||
});
|
||
$$('.wlink[data-pid]', pane).forEach(el => el.addEventListener('click', () => openNote('principle', el.dataset.pid)));
|
||
bindWlinks(pane);
|
||
const rs = $('#mapReset'); if (rs) rs.addEventListener('click', () => { STOCK.mapAnswers = {}; drawMap(); });
|
||
const sv = $('#mapSave'); if (sv) sv.addEventListener('click', saveMapToJournal);
|
||
$$('.funnel-step', pane).forEach(btn => btn.addEventListener('click', () => {
|
||
const layer = $$('.map-layer', pane)[Number(btn.dataset.jumpLayer)];
|
||
layer?.scrollIntoView({ behavior: 'smooth', block: 'start' });
|
||
}));
|
||
}
|
||
function saveMapToJournal() {
|
||
const cfg = STOCK.mapCfg;
|
||
const statuses = cfg.layers.map((L, i) => ({ i, key: L.key, title: L.title, st: layerStatus(L) }));
|
||
const firstOut = statuses.find(s => s.st === 'out');
|
||
const verdict = firstOut ? `投資地圖：第${firstOut.i + 1}層「${firstOut.title}」出局`
|
||
: (statuses.every(s => s.st === 'pass') ? '投資地圖：六層皆通過' : '投資地圖：初步可行、仍有待確認');
|
||
const noteLines = statuses.map(s => `${s.i + 1}.${s.title}：${ST_META[s.st].lab}`).join('｜');
|
||
// 找原則五十四（三面向判斷交易）當預設依據
|
||
let principle = '';
|
||
for (const L of cfg.layers) for (const q of L.questions) for (const p of (q.principles || [])) if (p.num === 54 && p.id) principle = p.id;
|
||
openTradeForm({ symbol: STOCK.symbol, entry_reason: verdict, note: '六層漏斗評估：' + noteLines, principle });
|
||
}
|
||
|
||
// ── 回測 ──
|
||
const BT_STRATS = {
|
||
buyhold: { label: '買進持有（基準）', params: [] },
|
||
dca: { label: '定期定額（每月）', params: [{ key: 'monthly', label: '每月投入', def: 1000 }] },
|
||
sma: { label: '均線趨勢（短>長在場）', params: [{ key: 'short', label: '短均(日)', def: 50 }, { key: 'long', label: '長均(日)', def: 200 }] },
|
||
dip: { label: '逢大跌進場（回落%後買進）', params: [{ key: 'drop', label: '距高點回落%', def: 15 }] },
|
||
};
|
||
const BT_RANGES = [['1y', '1年'], ['2y', '2年'], ['5y', '5年'], ['10y', '10年'], ['max', '全部']];
|
||
function renderBacktestPane() {
|
||
const pane = $('#pane-backtest');
|
||
if (needSymbol(pane)) return;
|
||
if (STOCK.rendered.backtest === STOCK.symbol) return;
|
||
STOCK.rendered.backtest = STOCK.symbol;
|
||
if (!STOCK.bt) STOCK.bt = { strategy: 'sma', range: '5y', params: {} };
|
||
pane.innerHTML = `
|
||
<div class="bt-controls">
|
||
<div class="full" style="grid-column:1/-1;width:100%">
|
||
<label style="font-size:.72rem;color:var(--text2);font-weight:600;display:block;margin-bottom:8px">策略</label>
|
||
<div id="btStratChips" class="chip-row"></div>
|
||
</div>
|
||
<div class="full" style="grid-column:1/-1;width:100%;margin-top:4px">
|
||
<label style="font-size:.72rem;color:var(--text2);font-weight:600;display:block;margin-bottom:8px">期間</label>
|
||
<div id="btRangeChips" class="chip-row"></div>
|
||
</div>
|
||
<div id="btParams" class="bt-params"></div>
|
||
<button class="btn" id="btRun">跑回測</button>
|
||
</div>
|
||
<div id="btResult"><div class="empty-state">選好策略與期間，按「跑回測」。以還原股價、初始資金 $10,000 模擬。</div></div>`;
|
||
mountChips($('#btStratChips'), Object.entries(BT_STRATS).map(([k, v]) => ({ id: k, label: v.label })), STOCK.bt.strategy, v => {
|
||
STOCK.bt.strategy = v; drawBtParams();
|
||
});
|
||
mountChips($('#btRangeChips'), BT_RANGES.map(r => ({ id: r[0], label: r[1] })), STOCK.bt.range, v => { STOCK.bt.range = v; });
|
||
const drawBtParams = () => {
|
||
const s = BT_STRATS[STOCK.bt.strategy];
|
||
const box = $('#btParams');
|
||
if (!s.params.length) { box.innerHTML = ''; return; }
|
||
box.innerHTML = s.params.map(p => `
|
||
<div><label style="font-size:.72rem;color:var(--text2);font-weight:600">${escapeHtml(p.label)}</label>
|
||
<input type="number" step="any" data-pk="${p.key}" value="${STOCK.bt.params[p.key] != null ? STOCK.bt.params[p.key] : p.def}"
|
||
style="width:100px;padding:10px 12px;border-radius:10px;border:1px solid var(--border);margin-top:6px;font-family:inherit"></div>`).join('');
|
||
};
|
||
drawBtParams();
|
||
$('#btRun').addEventListener('click', runBacktestUI);
|
||
}
|
||
async function runBacktestUI() {
|
||
const params = {}; $$('#btParams input').forEach(i => params[i.dataset.pk] = i.value); STOCK.bt.params = params;
|
||
const out = $('#btResult');
|
||
out.innerHTML = `<div class="empty-state"><div class="spinner" style="width:26px;height:26px;border:3px solid var(--border);border-top-color:var(--blue);border-radius:50%;margin:0 auto 12px;animation:spin .8s linear infinite"></div>回測中…</div>`;
|
||
const qs = new URLSearchParams({ strategy: STOCK.bt.strategy, range: STOCK.bt.range, ...params });
|
||
try {
|
||
const d = await api(`/api/backtest/${encodeURIComponent(STOCK.symbol)}?${qs}`);
|
||
renderBacktest(d);
|
||
} catch (e) {
|
||
out.innerHTML = `<div class="empty-state">回測失敗：${escapeHtml((e.data && e.data.message) || e.message || '')}</div>`;
|
||
}
|
||
}
|
||
function renderBacktest(d) {
|
||
const out = $('#btResult');
|
||
const money = v => '$' + fmtNum(v, 0);
|
||
const series = [{ name: d.strategyLabel, color: HEX.blue, points: d.equity }];
|
||
if (d.benchmark) series.push({ name: '買進持有', color: HEX.text2, points: d.benchmark });
|
||
const statCard = (title, s, color) => s ? `
|
||
<div class="bt-stat" style="border-top:3px solid ${color}">
|
||
<div class="bts-title">${escapeHtml(title)}</div>
|
||
<div class="bts-grid">
|
||
<div><span>期末價值</span><b>${money(s.finalValue)}</b></div>
|
||
<div><span>總報酬</span><b class="${s.totalReturn >= 0 ? 'pnl-pos' : 'pnl-neg'}">${s.totalReturn >= 0 ? '+' : ''}${s.totalReturn.toFixed(1)}%</b></div>
|
||
<div><span>年化(CAGR)</span><b class="${s.cagr >= 0 ? 'pnl-pos' : 'pnl-neg'}">${s.cagr >= 0 ? '+' : ''}${s.cagr.toFixed(1)}%</b></div>
|
||
<div><span>最大回撤</span><b class="pnl-neg">-${s.maxDrawdown.toFixed(1)}%</b></div>
|
||
<div><span>在場比例</span><b>${s.exposure.toFixed(0)}%</b></div>
|
||
<div><span>${s.winRate != null ? '勝率' : '進場次數'}</span><b>${s.winRate != null ? s.winRate.toFixed(0) + '%（' + s.trades + '次）' : s.trades + ' 次'}</b></div>
|
||
</div>
|
||
</div>` : '';
|
||
out.innerHTML = `
|
||
<div class="fin-co"><b>${escapeHtml(d.name || d.symbol)}</b> ${escapeHtml(d.symbol)} · ${escapeHtml(d.strategyLabel)} · ${escapeHtml(d.from)} ~ ${escapeHtml(d.to)}${d.cached ? ' · <span style="color:var(--text2);font-size:.8rem">快取</span>' : ''}</div>
|
||
<div id="btChart"></div>
|
||
<div class="bt-stats">${statCard(d.strategyLabel, d.stats, HEX.blue)}${statCard('買進持有', d.benchStats, HEX.text2)}</div>
|
||
${d.note ? `<div class="bt-note">${escapeHtml(d.note)}</div>` : ''}
|
||
<div class="disclaimer">回測以歷史還原股價模擬、未計交易成本與稅，且<b>過去績效不代表未來</b>。這是用來理解策略行為（如趨勢進出 vs 一直持有）的學習工具，不構成投資建議。對照 <span class="wlink" data-link="Emmy 投資心法#原則十三：長期趨勢跌就買">長期趨勢跌就買</span>、<span class="wlink" data-link="Emmy 投資心法#原則五十九：觸發式減倉">觸發式減倉</span>。</div>`;
|
||
drawLineChart($('#btChart'), series, { fmt: money });
|
||
bindWlinks(out);
|
||
}
|
||
|
||
// ═══════════════════════════════════════════════════════════
|
||
// 交易復盤視圖
|
||
// ═══════════════════════════════════════════════════════════
|
||
const JOURNAL = { tab: 'all', trades: [], stats: null };
|
||
function initJournal() {
|
||
const view = $('#view-journal');
|
||
view.innerHTML = `
|
||
<div class="page">
|
||
<div class="page-head">
|
||
<div class="page-title">📓 交易復盤</div>
|
||
<div class="page-sub">記錄每一筆進出與理由，自動算盈虧、勝率與賺賠比。重點不是「賺或賠」，而是<b>當初的判斷依據是否成立</b>——標記犯錯與依據的心法，定期回頭復盤。對應 <span class="wlink" data-link="學習分類/交易與資金管理">交易與資金管理</span>。</div>
|
||
</div>
|
||
<div id="journalStats"></div>
|
||
<div class="journal-bar">
|
||
<div class="seg" id="journalSeg">
|
||
<a data-tab="all" class="active">全部</a>
|
||
<a data-tab="open">持倉中</a>
|
||
<a data-tab="closed">已平倉</a>
|
||
<a data-tab="review">復盤分析</a>
|
||
</div>
|
||
<button class="btn" id="addTradeBtn">＋ 新增交易</button>
|
||
</div>
|
||
<div id="journalBody"></div>
|
||
</div>`;
|
||
ensureKnowledge().then(() => bindWlinks(view)).catch(() => {});
|
||
$$('#journalSeg a').forEach(a => a.addEventListener('click', () => { JOURNAL.tab = a.dataset.tab; $$('#journalSeg a').forEach(x => x.classList.toggle('active', x === a)); renderJournalBody(); }));
|
||
$('#addTradeBtn').addEventListener('click', () => openTradeForm());
|
||
loadTrades();
|
||
}
|
||
async function loadTrades() {
|
||
try {
|
||
const [t, s] = await Promise.all([api('/api/trades'), api('/api/trades/stats')]);
|
||
JOURNAL.trades = t.trades || [];
|
||
JOURNAL.stats = s;
|
||
renderJournalStats();
|
||
renderJournalBody();
|
||
} catch (e) {
|
||
const b = $('#journalBody'); if (b) b.innerHTML = `<div class="empty-state">載入交易紀錄失敗：${escapeHtml(e.message || '')}</div>`;
|
||
}
|
||
}
|
||
function renderJournalStats() {
|
||
const el = $('#journalStats'); if (!el) return;
|
||
const s = JOURNAL.stats || {};
|
||
const pnlCls = (s.totalPnl || 0) >= 0 ? 'pnl-pos' : 'pnl-neg';
|
||
el.innerHTML = `
|
||
<div class="stat-grid">
|
||
<div class="stat-card"><div class="st-lab">已實現損益</div><div class="st-val ${pnlCls}">${s.totalPnl != null ? fmtMoney(s.totalPnl) : '—'}</div><div class="st-sub">${s.closed || 0} 筆已平倉 · ${s.open || 0} 筆持倉</div></div>
|
||
<div class="stat-card"><div class="st-lab">勝率</div><div class="st-val">${s.winRate != null ? s.winRate.toFixed(0) + '%' : '—'}</div><div class="st-sub">${s.wins || 0} 勝 / ${s.losses || 0} 敗</div></div>
|
||
<div class="stat-card"><div class="st-lab">賺賠比 (Payoff)</div><div class="st-val">${s.payoff != null ? s.payoff.toFixed(2) : '—'}</div><div class="st-sub">平均賺 ${s.avgWin != null ? fmtMoney(s.avgWin) : '—'} / 賠 ${s.avgLoss != null ? fmtMoney(Math.abs(s.avgLoss)) : '—'}</div></div>
|
||
<div class="stat-card"><div class="st-lab">紀律提醒</div><div class="st-val" style="font-size:1rem;font-weight:600;line-height:1.4">六成看對<br>就夠賺錢</div><div class="st-sub">勝率不必高，賺賠比是關鍵</div></div>
|
||
</div>`;
|
||
}
|
||
function renderJournalBody() {
|
||
const body = $('#journalBody');
|
||
if (!body) return;
|
||
if (JOURNAL.tab === 'review') return renderReview();
|
||
let list = JOURNAL.trades.slice();
|
||
if (JOURNAL.tab === 'open') list = list.filter(t => !t.closed);
|
||
if (JOURNAL.tab === 'closed') list = list.filter(t => t.closed);
|
||
if (!list.length) { body.innerHTML = `<div class="empty-state">${JOURNAL.trades.length ? '此分類沒有交易。' : '還沒有任何交易紀錄。點右上角「＋ 新增交易」開始記錄你的第一筆。'}</div>`; return; }
|
||
const rows = list.map(t => {
|
||
const dirPill = `<span class="pill ${t.direction === 'short' ? 'short' : 'long'}">${t.direction === 'short' ? '做空' : '做多'}</span>`;
|
||
const kindPill = t.kind ? `<span class="pill ${t.kind === '投資' ? 'invest' : 'trade'}">${escapeHtml(t.kind)}</span>` : '';
|
||
const statusPill = t.closed ? '' : '<span class="pill open">持倉</span>';
|
||
const mistakePill = t.mistake ? '<span class="pill mistake">犯錯</span>' : '';
|
||
const pnl = t.closed ? `<span class="${t.pnl >= 0 ? 'pnl-pos' : 'pnl-neg'}">${fmtMoney(t.pnl)}<br><span style="font-size:.74rem;font-weight:400">${t.pnl_pct >= 0 ? '+' : ''}${t.pnl_pct != null ? t.pnl_pct.toFixed(1) : '—'}%</span></span>` : '<span style="color:var(--text2)">—</span>';
|
||
return `<tr>
|
||
<td><span class="t-sym">${escapeHtml(t.symbol)}${t.name ? `<span class="t-name">${escapeHtml(t.name)}</span>` : ''}</span></td>
|
||
<td>${dirPill} ${kindPill} ${statusPill} ${mistakePill}</td>
|
||
<td>${escapeHtml(t.entry_date || '—')}<br><span style="color:var(--text2);font-size:.76rem">$${fmtNum(t.entry_price, 2)} × ${fmtNum(t.shares, 0)}</span></td>
|
||
<td>${t.closed ? escapeHtml(t.exit_date || '—') + `<br><span style="color:var(--text2);font-size:.76rem">$${fmtNum(t.exit_price, 2)}</span>` : '<span style="color:var(--text2)">—</span>'}</td>
|
||
<td>${pnl}</td>
|
||
<td style="max-width:200px;color:var(--text2);font-size:.78rem">${escapeHtml(t.entry_reason || '')}${t.principle ? `<br><span class="wlink" data-link="${escapeHtml(t.principle)}" style="font-size:.74rem">依據：${escapeHtml(t.principle.split('#').pop())}</span>` : ''}</td>
|
||
<td class="t-actions"><button class="btn ghost sm" data-edit="${t.id}">編輯</button><button class="btn danger sm" data-del="${t.id}">刪</button></td>
|
||
</tr>`;
|
||
}).join('');
|
||
body.innerHTML = `<table class="trade-table">
|
||
<thead><tr><th>標的</th><th>類型</th><th>進場</th><th>出場</th><th>已實現損益</th><th>理由 / 依據</th><th></th></tr></thead>
|
||
<tbody>${rows}</tbody></table>`;
|
||
bindWlinks(body);
|
||
$$('[data-edit]', body).forEach(b => b.addEventListener('click', () => openTradeForm(JOURNAL.trades.find(t => t.id == b.dataset.edit))));
|
||
$$('[data-del]', body).forEach(b => b.addEventListener('click', () => deleteTrade(b.dataset.del)));
|
||
}
|
||
function renderReview() {
|
||
const s = JOURNAL.stats || {};
|
||
const groupHTML = (title, rows, note) => {
|
||
if (!rows || !rows.length) return '';
|
||
return `<div class="group-stat"><h4>${escapeHtml(title)}${note ? ` <span style="color:var(--text2);font-weight:400;font-size:.76rem">${escapeHtml(note)}</span>` : ''}</h4>
|
||
<div class="gs-row" style="color:var(--text2);font-size:.72rem"><span class="gs-name"></span><span class="gs-cell">筆數</span><span class="gs-cell">勝率</span><span class="gs-cell">損益</span></div>
|
||
${rows.map(r => `<div class="gs-row"><span class="gs-name">${escapeHtml(r.key)}</span><span class="gs-cell">${r.count}</span><span class="gs-cell">${r.winRate != null ? r.winRate.toFixed(0) + '%' : '—'}</span><span class="gs-cell ${r.pnl >= 0 ? 'pnl-pos' : 'pnl-neg'}">${fmtMoney(r.pnl)}</span></div>`).join('')}
|
||
</div>`;
|
||
};
|
||
const body = $('#journalBody');
|
||
if (!body) return;
|
||
if (!s.closed) { body.innerHTML = '<div class="empty-state">還沒有已平倉的交易可供復盤。先記錄並平倉幾筆交易，這裡就會出現分析。</div>'; return; }
|
||
body.innerHTML = `
|
||
${groupHTML('依「交易 vs 投資」', s.byKind)}
|
||
${groupHTML('依「是否犯錯」', s.byMistake, '結果論陷阱：賺錢不代表判斷對，賠錢不代表判斷錯')}
|
||
${groupHTML('依「依據的心法」', s.byPrinciple)}
|
||
<div class="disclaimer">復盤重點：找出「賠錢但判斷正確（可接受）」與「賺錢但其實犯錯（運氣）」的交易。對照 <span class="wlink" data-link="Emmy 投資心法#原則九十六：結果論陷阱（Outcome Bias）">結果論陷阱</span>、<span class="wlink" data-link="Emmy 投資心法#原則六十二：賣弱留強">賣弱留強</span>、<span class="wlink" data-link="Emmy 投資心法#原則五十九：觸發式減倉">觸發式減倉</span>。</div>`;
|
||
bindWlinks(body);
|
||
}
|
||
async function deleteTrade(id) {
|
||
if (!confirm('確定刪除這筆交易紀錄？')) return;
|
||
try { await api('/api/trades/' + id, { method: 'DELETE' }); await loadTrades(); }
|
||
catch (e) { alert('刪除失敗：' + e.message); }
|
||
}
|
||
|
||
// ── 交易表單 Modal ──
|
||
function ensureTradeModal() {
|
||
if ($('#tradeModal')) return;
|
||
const div = document.createElement('div');
|
||
div.id = 'tradeModal';
|
||
div.className = 'view'; // reuse nothing; styled inline below
|
||
div.style.cssText = 'position:fixed;inset:0;z-index:600;background:rgba(0,0,0,.35);backdrop-filter:blur(8px);display:none;align-items:center;justify-content:center;padding:20px';
|
||
div.innerHTML = `<div class="modal-panel" style="width:min(640px,100%)">
|
||
<div class="modal-head"><div class="modal-title" id="tradeFormTitle">新增交易</div><button class="modal-close" id="tradeFormClose">✕</button></div>
|
||
<form id="tradeForm"><div class="form-grid">
|
||
<div class="field"><label>股票代號 *</label><input name="symbol" required placeholder="NVDA"></div>
|
||
<div class="field"><label>名稱</label><input name="name" placeholder="輝達"></div>
|
||
<div class="field full"><label>方向</label><div id="dirTiles" class="tile-row"></div><input type="hidden" name="direction" value="long"></div>
|
||
<div class="field full"><label>交易 / 投資</label><div id="kindTiles" class="tile-row"></div><input type="hidden" name="kind" value="投資"></div>
|
||
<div class="field"><label>進場日期 *</label><input name="entry_date" type="date" required></div>
|
||
<div class="field"><label>進場價 *</label><input name="entry_price" type="number" step="any" required placeholder="120.5"></div>
|
||
<div class="field"><label>股數 *</label><input name="shares" type="number" step="any" required placeholder="100"></div>
|
||
<div class="field"><label>進場理由</label><input name="entry_reason" placeholder="資料中心營收續強，趨勢回測支撐"></div>
|
||
<div class="field full"><label>依據的心法（點選色塊）</label><div id="principleChips" class="principle-chips"></div><input type="hidden" name="principle" value=""></div>
|
||
<div class="field"><label>出場日期（留空＝持倉中）</label><input name="exit_date" type="date"></div>
|
||
<div class="field"><label>出場價</label><input name="exit_price" type="number" step="any"></div>
|
||
<div class="field full"><label>出場理由</label><input name="exit_reason" placeholder="觸發減倉條件 / 停損 / 換倉"></div>
|
||
<div class="field full"><label>心得 / 復盤筆記</label><textarea name="note" placeholder="當初判斷是否成立？事後看哪裡對、哪裡錯？"></textarea></div>
|
||
<div class="field full"><label class="check-inline"><input type="checkbox" name="mistake"> 這筆交易我判斷犯了錯（與結果無關）</label></div>
|
||
<div class="field full" id="mistakeNoteWrap" style="display:none"><label>違反 / 該注意的心法</label><div id="mistakeChips" class="principle-chips"></div><input type="hidden" name="mistake_note" value=""></div>
|
||
</div>
|
||
<div class="form-actions"><button type="button" class="btn ghost" id="tradeFormCancel">取消</button><button type="submit" class="btn">儲存</button></div>
|
||
</form></div>`;
|
||
document.body.appendChild(div);
|
||
$('#tradeFormClose').addEventListener('click', closeTradeForm);
|
||
$('#tradeFormCancel').addEventListener('click', closeTradeForm);
|
||
div.addEventListener('click', e => { if (e.target === div) closeTradeForm(); });
|
||
$('#tradeForm [name=mistake]').addEventListener('change', e => { $('#mistakeNoteWrap').style.display = e.target.checked ? '' : 'none'; });
|
||
$('#tradeForm').addEventListener('submit', submitTradeForm);
|
||
}
|
||
function mountPrincipleChips(container, hiddenInput, selected) {
|
||
const items = [{ id: '', label: '不指定' }].concat((KB.principles || []).map(p => ({
|
||
id: p.id, label: (LearnUI.cleanPrincipleTitle ? LearnUI.cleanPrincipleTitle(p.title) : p.title).slice(0, 28),
|
||
})));
|
||
mountChips(container, items, selected || '', v => { hiddenInput.value = v; }, { sm: true });
|
||
}
|
||
async function openTradeForm(trade) {
|
||
ensureTradeModal();
|
||
await ensureKnowledge();
|
||
const f = $('#tradeForm');
|
||
f.reset();
|
||
const isEdit = !!(trade && trade.id);
|
||
$('#tradeFormTitle').textContent = isEdit ? '編輯交易' : '新增交易';
|
||
f.dataset.id = isEdit ? trade.id : '';
|
||
const dir = trade ? trade.direction : 'long';
|
||
const kind = trade ? trade.kind : '投資';
|
||
mountTiles($('#dirTiles'), [
|
||
{ id: 'long', label: '做多', sub: 'Long', tint: 'green' },
|
||
{ id: 'short', label: '做空', sub: 'Short', tint: 'red' },
|
||
], dir, v => { f.direction.value = v; });
|
||
mountTiles($('#kindTiles'), [
|
||
{ id: '投資', label: '投資', sub: '基本面 · 趨勢' },
|
||
{ id: '交易', label: '交易', sub: '情緒 · 資金' },
|
||
], kind, v => { f.kind.value = v; });
|
||
mountPrincipleChips($('#principleChips'), f.principle, trade ? trade.principle : '');
|
||
mountPrincipleChips($('#mistakeChips'), f.mistake_note, trade ? trade.mistake_note : '');
|
||
if (trade) {
|
||
['symbol', 'name', 'entry_date', 'entry_price', 'shares', 'entry_reason', 'exit_date', 'exit_price', 'exit_reason', 'note'].forEach(k => { if (f[k] != null && trade[k] != null) f[k].value = trade[k]; });
|
||
f.direction.value = trade.direction || 'long';
|
||
f.kind.value = trade.kind || '投資';
|
||
f.mistake.checked = !!trade.mistake;
|
||
f.principle.value = trade.principle || '';
|
||
f.mistake_note.value = trade.mistake_note || '';
|
||
$('#mistakeNoteWrap').style.display = trade.mistake ? '' : 'none';
|
||
mountTiles($('#dirTiles'), [{ id: 'long', label: '做多', sub: 'Long', tint: 'green' }, { id: 'short', label: '做空', sub: 'Short', tint: 'red' }], f.direction.value, v => { f.direction.value = v; });
|
||
mountTiles($('#kindTiles'), [{ id: '投資', label: '投資', sub: '基本面 · 趨勢' }, { id: '交易', label: '交易', sub: '情緒 · 資金' }], f.kind.value, v => { f.kind.value = v; });
|
||
mountPrincipleChips($('#principleChips'), f.principle, f.principle.value);
|
||
mountPrincipleChips($('#mistakeChips'), f.mistake_note, f.mistake_note.value);
|
||
}
|
||
$('#tradeModal').style.display = 'flex';
|
||
}
|
||
function closeTradeForm() { const m = $('#tradeModal'); if (m) m.style.display = 'none'; }
|
||
async function submitTradeForm(e) {
|
||
e.preventDefault();
|
||
const f = e.target;
|
||
const body = {
|
||
symbol: f.symbol.value.trim().toUpperCase(),
|
||
name: f.name.value.trim(),
|
||
direction: f.direction.value,
|
||
kind: f.kind.value,
|
||
entry_date: f.entry_date.value,
|
||
entry_price: parseFloat(f.entry_price.value),
|
||
shares: parseFloat(f.shares.value),
|
||
entry_reason: f.entry_reason.value.trim(),
|
||
principle: f.principle.value,
|
||
exit_date: f.exit_date.value || null,
|
||
exit_price: f.exit_price.value ? parseFloat(f.exit_price.value) : null,
|
||
exit_reason: f.exit_reason.value.trim(),
|
||
note: f.note.value.trim(),
|
||
mistake: f.mistake.checked ? 1 : 0,
|
||
mistake_note: f.mistake.checked ? f.mistake_note.value : '',
|
||
};
|
||
const id = f.dataset.id;
|
||
try {
|
||
await api('/api/trades' + (id ? '/' + id : ''), { method: id ? 'PUT' : 'POST', headers: { 'Content-Type': 'application/json' }, body: JSON.stringify(body) });
|
||
closeTradeForm();
|
||
await loadTrades();
|
||
} catch (err) { alert('儲存失敗：' + (err.message || '')); }
|
||
}
|
||
|
||
// 啟動：依目前 hash 顯示視圖（macro 由 index.html 內聯負責載入）
|
||
initMermaid();
|
||
initAIWidget();
|
||
setView(parseHash());
|