Add rebalancing execution slice (3d-11)

1 files changed, 452 insertions, 109 deletions

diff --git a/src/FundLab.Web/App.fs b/src/FundLab.Web/App.fs
index 1386b01..8eb598e 100644
--- a/src/FundLab.Web/App.fs
+++ b/src/FundLab.Web/App.fs
@@ -222,6 +222,39 @@ type RawRebalanceExecution =
         outcomes: RawRebalanceOutcome array
     }
 
+type RawRebalanceExecutionRecord =
+    {
+        planId: string
+        runDate: string
+        instrumentCode: string
+        action: string
+        amount: string
+        status: string
+        orderId: obj
+        pendingReason: obj
+        executedAt: string
+    }
+
+type RawRebalanceWeightRow =
+    {
+        instrumentCode: string
+        targetPercent: string
+        currentValue: string
+        currentPercent: string
+        action: string
+        deltaAmount: string
+        deltaUnits: obj
+    }
+
+type RawRebalancePreview =
+    {
+        planId: string
+        runDate: string
+        availableCash: string
+        equity: string
+        rows: RawRebalanceWeightRow array
+    }
+
 type RawSipPlan =
     {
         id: string
@@ -502,6 +535,45 @@ type CreateRebalancePayload =
         targets: RebalanceTarget array
     }
 
+type RebalanceTargetDraft =
+    {
+        code: string
+        percent: string
+    }
+
+type RebalanceExecutionRecord =
+    {
+        planId: string
+        runDate: string
+        instrumentCode: string
+        action: string
+        amount: string
+        status: string
+        orderId: string option
+        pendingReason: string option
+        executedAt: string
+    }
+
+type RebalanceWeightRow =
+    {
+        instrumentCode: string
+        targetPercent: string
+        currentValue: string
+        currentPercent: string
+        action: string
+        deltaAmount: string
+        deltaUnits: string option
+    }
+
+type RebalancePreview =
+    {
+        planId: string
+        runDate: string
+        availableCash: string
+        equity: string
+        rows: RebalanceWeightRow list
+    }
+
 type OrderDetail =
     {
         id: string
@@ -649,6 +721,12 @@ module Api =
     [<Import("executeRebalancePlan", "./src/api.js")>]
     let executeRebalancePlan (token: string) (fundId: string) (planId: string) : JS.Promise<RawRebalanceExecution> = jsNative
 
+    [<Import("previewRebalancePlan", "./src/api.js")>]
+    let previewRebalancePlan (token: string) (fundId: string) (planId: string) : JS.Promise<RawRebalancePreview> = jsNative
+
+    [<Import("getRebalanceExecutions", "./src/api.js")>]
+    let getRebalanceExecutions (token: string) (fundId: string) : JS.Promise<RawRebalanceExecutionRecord array> = jsNative
+
     [<Import("createSipPlan", "./src/api.js")>]
     let createSipPlan (token: string) (fundId: string) (payload: CreateSipPayload) : JS.Promise<RawSipPlan> = jsNative
 
@@ -757,6 +835,39 @@ module Api =
             pendingReason = decodeOptionalText raw.pendingReason
         }
 
+    let decodeRebalanceExecutionRecord (raw: RawRebalanceExecutionRecord) : RebalanceExecutionRecord =
+        {
+            planId = raw.planId
+            runDate = raw.runDate
+            instrumentCode = raw.instrumentCode
+            action = raw.action
+            amount = raw.amount
+            status = raw.status
+            orderId = decodeOptionalText raw.orderId
+            pendingReason = decodeOptionalText raw.pendingReason
+            executedAt = raw.executedAt
+        }
+
+    let decodeRebalanceWeightRow (raw: RawRebalanceWeightRow) : RebalanceWeightRow =
+        {
+            instrumentCode = raw.instrumentCode
+            targetPercent = raw.targetPercent
+            currentValue = raw.currentValue
+            currentPercent = raw.currentPercent
+            action = raw.action
+            deltaAmount = raw.deltaAmount
+            deltaUnits = decodeOptionalText raw.deltaUnits
+        }
+
+    let decodeRebalancePreview (raw: RawRebalancePreview) : RebalancePreview =
+        {
+            planId = raw.planId
+            runDate = raw.runDate
+            availableCash = raw.availableCash
+            equity = raw.equity
+            rows = raw.rows |> Array.map decodeRebalanceWeightRow |> Array.toList
+        }
+
     let decodeSipPlan (raw: RawSipPlan) : SipPlan =
         {
             id = raw.id
@@ -918,10 +1029,7 @@ type Model =
         sipInFlight: bool
         lastSipAttempt: SipAttempt option
         sipPlans: SipPlan list
-        rebalCode1: string
-        rebalPercent1: string
-        rebalCode2: string
-        rebalPercent2: string
+        rebalTargets: RebalanceTargetDraft list
         rebalCreateSeq: int
         rebalReadSeq: int
         rebalInFlight: bool
@@ -929,6 +1037,12 @@ type Model =
         rebalExecuteInFlight: bool
         rebalPlans: RebalancePlan list
         rebalResult: RebalanceOutcome list option
+        rebalPreviewSeq: int
+        rebalPreviewInFlight: bool
+        rebalPreview: RebalancePreview option
+        rebalExecutionsReadSeq: int
+        rebalExecutionsInFlight: bool
+        rebalExecutions: RebalanceExecutionRecord list
         dividendReadSeq: int
         dividendInFlight: bool
         dividends: DividendRecord list
@@ -1003,19 +1117,25 @@ type Msg =
     | SipPlansReadRequested
     | SipPlansReadCompleted of requestId: int * plans: RawSipPlan array
     | SipPlansReadFailed of requestId: int * message: string
-    | RebalCode1Changed of string
-    | RebalPercent1Changed of string
-    | RebalCode2Changed of string
-    | RebalPercent2Changed of string
+    | RebalTargetCodeChanged of index: int * value: string
+    | RebalTargetPercentChanged of index: int * value: string
+    | RebalTargetAdded
+    | RebalTargetRemoved of index: int
     | RebalancePlanCreateRequested
     | RebalancePlanCreateCompleted of requestId: int * fundId: string * plan: RawRebalancePlan
     | RebalancePlanCreateFailed of requestId: int * fundId: string * message: string
     | RebalancePlansReadRequested
     | RebalancePlansReadCompleted of requestId: int * plans: RawRebalancePlan array
     | RebalancePlansReadFailed of requestId: int * message: string
+    | RebalancePreviewRequested of planId: string
+    | RebalancePreviewCompleted of requestId: int * preview: RawRebalancePreview
+    | RebalancePreviewFailed of requestId: int * message: string
     | RebalanceExecuteRequested of planId: string
     | RebalanceExecuted of requestId: int * result: RawRebalanceExecution
     | RebalanceExecuteFailed of requestId: int * message: string
+    | RebalanceExecutionsReadRequested
+    | RebalanceExecutionsReadCompleted of requestId: int * records: RawRebalanceExecutionRecord array
+    | RebalanceExecutionsReadFailed of requestId: int * message: string
     | DividendsReadRequested
     | DividendsReadCompleted of requestId: int * records: RawDividend array
     | DividendsReadFailed of requestId: int * message: string
@@ -1112,10 +1232,7 @@ let init () =
         sipInFlight = false
         lastSipAttempt = None
         sipPlans = []
-        rebalCode1 = ""
-        rebalPercent1 = ""
-        rebalCode2 = ""
-        rebalPercent2 = ""
+        rebalTargets = [ { code = ""; percent = "" }; { code = ""; percent = "" } ]
         rebalCreateSeq = 0
         rebalReadSeq = 0
         rebalInFlight = false
@@ -1123,6 +1240,12 @@ let init () =
         rebalExecuteInFlight = false
         rebalPlans = []
         rebalResult = None
+        rebalPreviewSeq = 0
+        rebalPreviewInFlight = false
+        rebalPreview = None
+        rebalExecutionsReadSeq = 0
+        rebalExecutionsInFlight = false
+        rebalExecutions = []
         dividendReadSeq = 0
         dividendInFlight = false
         dividends = []
@@ -1270,6 +1393,20 @@ let private executeRebalanceCommand token fundId planId requestId =
         (fun result -> RebalanceExecuted(requestId, result))
         (fun error -> RebalanceExecuteFailed(requestId, errorText error))
 
+let private previewRebalanceCommand token fundId planId requestId =
+    Cmd.OfPromise.either
+        (fun () -> Api.previewRebalancePlan token fundId planId)
+        ()
+        (fun preview -> RebalancePreviewCompleted(requestId, preview))
+        (fun error -> RebalancePreviewFailed(requestId, errorText error))
+
+let private readRebalanceExecutionsCommand token fundId requestId =
+    Cmd.OfPromise.either
+        (fun () -> Api.getRebalanceExecutions token fundId)
+        ()
+        (fun records -> RebalanceExecutionsReadCompleted(requestId, records))
+        (fun error -> RebalanceExecutionsReadFailed(requestId, errorText error))
+
 let private readDividendsCommand token fundId requestId =
     Cmd.OfPromise.either
         (fun () -> Api.getDividends token fundId)
@@ -1355,10 +1492,7 @@ let update message model =
                 sipInFlight = false
                 lastSipAttempt = None
                 sipPlans = []
-                rebalCode1 = ""
-                rebalPercent1 = ""
-                rebalCode2 = ""
-                rebalPercent2 = ""
+                rebalTargets = [ { code = ""; percent = "" }; { code = ""; percent = "" } ]
                 rebalCreateSeq = model.rebalCreateSeq + 1
                 rebalReadSeq = model.rebalReadSeq + 1
                 rebalInFlight = false
@@ -1366,6 +1500,12 @@ let update message model =
                 rebalExecuteInFlight = false
                 rebalPlans = []
                 rebalResult = None
+                rebalPreviewSeq = model.rebalPreviewSeq + 1
+                rebalPreviewInFlight = false
+                rebalPreview = None
+                rebalExecutionsReadSeq = model.rebalExecutionsReadSeq + 1
+                rebalExecutionsInFlight = false
+                rebalExecutions = []
                 dividendReadSeq = model.dividendReadSeq + 1
                 dividendInFlight = false
                 dividends = []
@@ -1561,10 +1701,7 @@ let update message model =
                     sipInFlight = false
                     lastSipAttempt = None
                     sipPlans = []
-                    rebalCode1 = ""
-                    rebalPercent1 = ""
-                    rebalCode2 = ""
-                    rebalPercent2 = ""
+                    rebalTargets = [ { code = ""; percent = "" }; { code = ""; percent = "" } ]
                     rebalCreateSeq = model.rebalCreateSeq + 1
                     rebalReadSeq = model.rebalReadSeq + 1
                     rebalInFlight = false
@@ -1572,6 +1709,12 @@ let update message model =
                     rebalExecuteInFlight = false
                     rebalPlans = []
                     rebalResult = None
+                    rebalPreviewSeq = model.rebalPreviewSeq + 1
+                    rebalPreviewInFlight = false
+                    rebalPreview = None
+                    rebalExecutionsReadSeq = model.rebalExecutionsReadSeq + 1
+                    rebalExecutionsInFlight = false
+                    rebalExecutions = []
                     dividendReadSeq = model.dividendReadSeq + 1
                     dividendInFlight = false
                     dividends = []
@@ -2081,62 +2224,84 @@ let update message model =
             { model with error = Some message }, Cmd.none
         else
             model, Cmd.none
-    | RebalCode1Changed value ->
-        { model with rebalCode1 = value; error = None }, Cmd.none
-    | RebalPercent1Changed value ->
-        { model with rebalPercent1 = value; error = None }, Cmd.none
-    | RebalCode2Changed value ->
-        { model with rebalCode2 = value; error = None }, Cmd.none
-    | RebalPercent2Changed value ->
-        { model with rebalPercent2 = value; error = None }, Cmd.none
+    | RebalTargetCodeChanged (index, value) ->
+        {
+            model with
+                rebalTargets =
+                    model.rebalTargets
+                    |> List.mapi (fun i draft -> if i = index then { draft with code = value } else draft)
+                error = None
+        },
+        Cmd.none
+    | RebalTargetPercentChanged (index, value) ->
+        {
+            model with
+                rebalTargets =
+                    model.rebalTargets
+                    |> List.mapi (fun i draft -> if i = index then { draft with percent = value } else draft)
+                error = None
+        },
+        Cmd.none
+    | RebalTargetAdded ->
+        { model with rebalTargets = model.rebalTargets @ [ { code = ""; percent = "" } ]; error = None }, Cmd.none
+    | RebalTargetRemoved index ->
+        {
+            model with
+                rebalTargets =
+                    model.rebalTargets
+                    |> List.mapi (fun i draft -> i, draft)
+                    |> List.filter (fun (i, _) -> i <> index)
+                    |> List.map snd
+                error = None
+        },
+        Cmd.none
     | RebalancePlanCreateRequested ->
-        let code1 = model.rebalCode1.Trim()
-        let percent1 = model.rebalPercent1.Trim()
-        let code2 = model.rebalCode2.Trim()
-        let percent2 = model.rebalPercent2.Trim()
+        let participating =
+            model.rebalTargets
+            |> List.map (fun draft -> draft.code.Trim(), draft.percent.Trim())
+            |> List.filter (fun (code, _) -> code <> "")
 
         if String.IsNullOrWhiteSpace model.token then
             { model with error = Some "请输入 API token" }, Cmd.none
         elif model.createdFund.IsNone then
             { model with error = Some "请先创建一个基金" }, Cmd.none
-        elif code1 = "" || code2 = "" then
-            { model with error = Some "请输入两个目标基金代码" }, Cmd.none
+        elif participating.IsEmpty then
+            { model with error = Some "请输入至少一个目标基金代码" }, Cmd.none
         elif
-            not (isValidCashText percent1)
-            || not (isValidCashText percent2)
-            || not (isNonNegativeCash percent1)
-            || not (isNonNegativeCash percent2)
+            participating
+            |> List.exists (fun (_, percent) -> not (isValidCashText percent) || not (isNonNegativeCash percent))
         then
             { model with error = Some "目标比例必须是不小于 0 的两位小数百分数，例如 60.00" }, Cmd.none
         else
-            let percent1Value = Decimal.Parse(model.rebalPercent1.Trim(), NumberStyles.Float, CultureInfo.InvariantCulture)
-            let percent2Value = Decimal.Parse(model.rebalPercent2.Trim(), NumberStyles.Float, CultureInfo.InvariantCulture)
+            let total =
+                participating
+                |> List.sumBy (fun (_, percent) ->
+                    Decimal.Parse(percent, NumberStyles.Float, CultureInfo.InvariantCulture))
 
-            if percent1Value + percent2Value <> 100m then
+            if total <> 100m then
                 { model with error = Some "目标比例合计必须等于 100" }, Cmd.none
             elif model.rebalInFlight then
                 model, Cmd.none
             else
                 let requestId = model.rebalCreateSeq + 1
-                let idempotencyKey = Guid.NewGuid().ToString("N")
 
                 {
                     model with
                         rebalCreateSeq = requestId
                         rebalInFlight = true
                         rebalResult = None
+                        rebalPreview = None
                         error = None
                 },
                 createRebalancePlanCommand
                     model.token
                     model.createdFund.Value.id
                     {
-                        idempotencyKey = idempotencyKey
+                        idempotencyKey = Guid.NewGuid().ToString("N")
                         targets =
-                            [|
-                                { instrumentCode = code1; targetPercent = model.rebalPercent1.Trim() }
-                                { instrumentCode = code2; targetPercent = model.rebalPercent2.Trim() }
-                            |]
+                            participating
+                            |> List.map (fun (code, percent) -> { instrumentCode = code; targetPercent = percent })
+                            |> List.toArray
                     }
                     requestId
     | RebalancePlanCreateCompleted (requestId, fundId, plan) ->
@@ -2183,6 +2348,38 @@ let update message model =
             { model with error = Some message }, Cmd.none
         else
             model, Cmd.none
+    | RebalancePreviewRequested planId ->
+        match model.createdFund with
+        | Some fund when not (String.IsNullOrWhiteSpace model.token) && not model.rebalPreviewInFlight ->
+            let requestId = model.rebalPreviewSeq + 1
+
+            {
+                model with
+                    rebalPreviewSeq = requestId
+                    rebalPreviewInFlight = true
+                    rebalPreview = None
+                    error = None
+            },
+            previewRebalanceCommand model.token fund.id planId requestId
+        | Some _ when model.rebalPreviewInFlight -> model, Cmd.none
+        | Some _ -> { model with error = Some "请输入 API token" }, Cmd.none
+        | None -> model, Cmd.none
+    | RebalancePreviewCompleted (requestId, raw) ->
+        if requestId = model.rebalPreviewSeq then
+            {
+                model with
+                    rebalPreviewInFlight = false
+                    rebalPreview = Some(Api.decodeRebalancePreview raw)
+                    error = None
+            },
+            Cmd.none
+        else
+            model, Cmd.none
+    | RebalancePreviewFailed (requestId, message) ->
+        if requestId = model.rebalPreviewSeq then
+            { model with rebalPreviewInFlight = false; error = Some message }, Cmd.none
+        else
+            model, Cmd.none
     | RebalanceExecuteRequested planId ->
         match model.createdFund with
         | Some fund when not (String.IsNullOrWhiteSpace model.token) && not model.rebalExecuteInFlight ->
@@ -2204,6 +2401,7 @@ let update message model =
             {
                 model with
                     rebalExecuteInFlight = false
+                    rebalPreview = None
                     rebalResult =
                         Some
                             (raw.outcomes
@@ -2219,7 +2417,13 @@ let update message model =
                              |> Array.toList)
                     error = None
             },
-            Cmd.batch [ Cmd.ofMsg FundReadRequested; Cmd.ofMsg OrdersReadRequested; Cmd.ofMsg PositionsReadRequested ]
+            Cmd.batch
+                [
+                    Cmd.ofMsg FundReadRequested
+                    Cmd.ofMsg OrdersReadRequested
+                    Cmd.ofMsg PositionsReadRequested
+                    Cmd.ofMsg RebalanceExecutionsReadRequested
+                ]
         else
             model, Cmd.none
     | RebalanceExecuteFailed (requestId, message) ->
@@ -2227,6 +2431,33 @@ let update message model =
             { model with rebalExecuteInFlight = false; error = Some message }, Cmd.none
         else
             model, Cmd.none
+    | RebalanceExecutionsReadRequested ->
+        match model.createdFund with
+        | Some fund when not (String.IsNullOrWhiteSpace model.token) ->
+            let requestId = model.rebalExecutionsReadSeq + 1
+
+            { model with rebalExecutionsReadSeq = requestId; rebalExecutionsInFlight = true },
+            readRebalanceExecutionsCommand model.token fund.id requestId
+        | Some _ ->
+            { model with error = Some "请输入 API token" }, Cmd.none
+        | None ->
+            model, Cmd.none
+    | RebalanceExecutionsReadCompleted (requestId, records) ->
+        if requestId = model.rebalExecutionsReadSeq then
+            {
+                model with
+                    rebalExecutionsInFlight = false
+                    rebalExecutions = records |> Array.map Api.decodeRebalanceExecutionRecord |> Array.toList
+                    error = None
+            },
+            Cmd.none
+        else
+            model, Cmd.none
+    | RebalanceExecutionsReadFailed (requestId, message) ->
+        if requestId = model.rebalExecutionsReadSeq then
+            { model with rebalExecutionsInFlight = false; error = Some message }, Cmd.none
+        else
+            model, Cmd.none
     | DividendsReadRequested ->
         match model.createdFund with
         | Some fund when not (String.IsNullOrWhiteSpace model.token) ->
@@ -3222,6 +3453,94 @@ let private rebalanceOutcomeRow (outcome: RebalanceOutcome) =
         ]
     ]
 
+let private rebalanceActionText (action: string) =
+    if action = "buy" then "买入"
+    elif action = "sell" then "卖出"
+    elif action = "hold" then "持有"
+    else action
+
+let private rebalanceTargetDraftRow (index: int) (draft: RebalanceTargetDraft) dispatch =
+    Html.div [
+        prop.className "fund-form-row rebalance-target-row"
+        prop.children [
+            Html.label [
+                prop.className "field-label"
+                prop.children [
+                    Html.span (sprintf "目标基金 %d" (index + 1))
+                    Html.input [
+                        prop.className "text-input rebalance-target-code-input"
+                        prop.placeholder "六位基金代码（留空则不参与）"
+                        prop.value draft.code
+                        prop.onChange (fun value -> dispatch (RebalTargetCodeChanged(index, value)))
+                    ]
+                ]
+            ]
+            Html.label [
+                prop.className "field-label"
+                prop.children [
+                    Html.span "目标比例"
+                    Html.input [
+                        prop.className "text-input rebalance-target-percent-input"
+                        prop.placeholder "例如 60.00"
+                        prop.value draft.percent
+                        prop.onChange (fun value -> dispatch (RebalTargetPercentChanged(index, value)))
+                    ]
+                ]
+            ]
+            Html.button [
+                prop.className "secondary-action rebalance-target-remove-action"
+                prop.onClick (fun _ -> dispatch (RebalTargetRemoved index))
+                prop.text "删除"
+            ]
+        ]
+    ]
+
+let private rebalanceWeightRow (row: RebalanceWeightRow) =
+    Html.div [
+        prop.className "order-row rebalance-preview-row"
+        prop.children [
+            Html.span [ prop.className "order-code"; prop.text row.instrumentCode ]
+            Html.span [
+                prop.className "order-cell"
+                prop.text (sprintf "目标 %s%% / 当前 %s%%" row.targetPercent row.currentPercent)
+            ]
+            Html.span [
+                prop.className "order-cell"
+                prop.text (
+                    match row.deltaUnits with
+                    | Some units -> sprintf "%s %s 元 / %s 份" (rebalanceActionText row.action) row.deltaAmount units
+                    | None -> sprintf "%s %s 元" (rebalanceActionText row.action) row.deltaAmount
+                )
+            ]
+        ]
+    ]
+
+let private rebalanceExecutionRow (record: RebalanceExecutionRecord) =
+    let statusText =
+        if record.status = "succeeded" then "已确认"
+        elif record.status = "pending_nav" then "待净值"
+        elif record.status = "insufficient_cash" then "现金不足"
+        elif record.status = "insufficient_units" then "持仓不足"
+        elif record.status = "failed" then "失败"
+        elif record.status.StartsWith("skipped_") then "已跳过"
+        else record.status
+
+    Html.div [
+        prop.className "order-row rebalance-execution-row"
+        prop.children [
+            Html.span [ prop.className "order-code"; prop.text record.instrumentCode ]
+            Html.span [
+                prop.className "order-cell"
+                prop.text (sprintf "%s %s %s 元" record.runDate (rebalanceActionText record.action) record.amount)
+            ]
+            Html.span [ prop.className "order-status"; prop.text statusText ]
+
+            match record.pendingReason with
+            | Some reason -> Html.span [ prop.className "order-detail"; prop.text reason ]
+            | None -> Html.none
+        ]
+    ]
+
 let private rebalancePanel model dispatch =
     Html.section [
         prop.className "panel rebalance-panel"
@@ -3230,74 +3549,40 @@ let private rebalancePanel model dispatch =
                 prop.className "section-heading"
                 prop.children [
                     Html.div [
-                        Html.p [ prop.className "eyebrow"; prop.text "08 / REBALANCE" ]
+                        Html.p [ prop.className "eyebrow"; prop.text "12 / REBALANCE" ]
                         Html.h2 "组合再平衡"
                     ]
-                    Html.span [ prop.className "section-note"; prop.text "Rebalance - manual run" ]
+                    Html.span [ prop.className "section-note"; prop.text "Rebalance - target weights & execution" ]
                 ]
             ]
             Html.div [
-                prop.className "fund-form-row"
+                prop.className "rebalance-targets"
                 prop.children [
-                    Html.label [
-                        prop.className "field-label"
-                        prop.children [
-                            Html.span "目标基金 1"
-                            Html.input [
-                                prop.className "text-input rebalance-code1-input"
-                                prop.placeholder "六位基金代码"
-                                prop.value model.rebalCode1
-                                prop.onChange (fun value -> dispatch (RebalCode1Changed value))
-                            ]
-                        ]
-                    ]
-                    Html.label [
-                        prop.className "field-label"
+                    yield!
+                        (model.rebalTargets
+                         |> List.mapi (fun index draft -> rebalanceTargetDraftRow index draft dispatch))
+                    Html.div [
+                        prop.className "fund-form-row"
                         prop.children [
-                            Html.span "目标比例"
-                            Html.input [
-                                prop.className "text-input rebalance-percent1-input"
-                                prop.placeholder "例如 60.00"
-                                prop.value model.rebalPercent1
-                                prop.onChange (fun value -> dispatch (RebalPercent1Changed value))
+                            Html.button [
+                                prop.className "secondary-action rebalance-target-add-action"
+                                prop.onClick (fun _ -> dispatch RebalTargetAdded)
+                                prop.text "添加目标"
                             ]
-                        ]
-                    ]
-                    Html.label [
-                        prop.className "field-label"
-                        prop.children [
-                            Html.span "目标基金 2"
-                            Html.input [
-                                prop.className "text-input rebalance-code2-input"
-                                prop.placeholder "六位基金代码"
-                                prop.value model.rebalCode2
-                                prop.onChange (fun value -> dispatch (RebalCode2Changed value))
+                            Html.button [
+                                prop.className "primary-action rebalance-submit-action"
+                                prop.disabled model.rebalInFlight
+                                prop.onClick (fun _ -> dispatch RebalancePlanCreateRequested)
+                                prop.text ((if model.rebalInFlight then "创建中..." else "创建计划"): string)
                             ]
                         ]
                     ]
-                    Html.label [
-                        prop.className "field-label"
-                        prop.children [
-                            Html.span "目标比例"
-                            Html.input [
-                                prop.className "text-input rebalance-percent2-input"
-                                prop.placeholder "例如 40.00"
-                                prop.value model.rebalPercent2
-                                prop.onChange (fun value -> dispatch (RebalPercent2Changed value))
-                            ]
-                        ]
-                    ]
-                    Html.button [
-                        prop.className "primary-action rebalance-submit-action"
-                        prop.disabled model.rebalInFlight
-                        prop.onClick (fun _ -> dispatch RebalancePlanCreateRequested)
-                        prop.text ((if model.rebalInFlight then "创建中..." else "创建计划"): string)
-                    ]
                 ]
             ]
             Html.p [
                 prop.className "hint"
-                prop.text "两个目标比例合计必须为 100；执行时按估值快照计算差额，经与手工单相同的下单与确认管线成交。"
+                prop.text
+                    "参与的目标比例合计必须为 100，代码留空的行不参与；执行时按当日估值快照计算差额，经与手工单相同的下单与确认管线成交。"
             ]
             Html.div [
                 prop.className "rebalance-plans"
@@ -3309,7 +3594,7 @@ let private rebalancePanel model dispatch =
                             (model.rebalPlans
                              |> List.map (fun plan ->
                                  Html.div [
-                                     prop.className "order-row"
+                                     prop.className "order-row rebalance-plan-row"
                                      prop.children [
                                          Html.span [
                                              prop.className "order-cell"
@@ -3319,11 +3604,22 @@ let private rebalancePanel model dispatch =
                                                   |> String.concat " / ")
                                          ]
                                          (if plan.status = "active" then
-                                              Html.button [
-                                                  prop.className "secondary-action rebalance-execute-action"
-                                                  prop.disabled model.rebalExecuteInFlight
-                                                  prop.onClick (fun _ -> dispatch (RebalanceExecuteRequested plan.id))
-                                                  prop.text ((if model.rebalExecuteInFlight then "执行中..." else "执行再平衡"): string)
+                                              Html.span [
+                                                  prop.className "order-actions"
+                                                  prop.children [
+                                                      Html.button [
+                                                          prop.className "secondary-action rebalance-preview-action"
+                                                          prop.disabled model.rebalPreviewInFlight
+                                                          prop.onClick (fun _ -> dispatch (RebalancePreviewRequested plan.id))
+                                                          prop.text ((if model.rebalPreviewInFlight then "计算中..." else "预览差额"): string)
+                                                      ]
+                                                      Html.button [
+                                                          prop.className "secondary-action rebalance-execute-action"
+                                                          prop.disabled model.rebalExecuteInFlight
+                                                          prop.onClick (fun _ -> dispatch (RebalanceExecuteRequested plan.id))
+                                                          prop.text ((if model.rebalExecuteInFlight then "执行中..." else "执行再平衡"): string)
+                                                      ]
+                                                  ]
                                               ]
                                           else
                                               Html.none)
@@ -3331,17 +3627,58 @@ let private rebalancePanel model dispatch =
                                  ]))
                 ]
             ]
+            match model.rebalPreview with
+            | Some preview ->
+                let hasDrift =
+                    preview.rows |> List.exists (fun row -> row.action <> "hold")
+
+                Html.div [
+                    prop.className "rebalance-preview"
+                    prop.children [
+                        Html.p [
+                            prop.className "hint"
+                            prop.text (
+                                sprintf
+                                    "估值快照 %s：权益 %s 元 / 可用现金 %s 元%s"
+                                    preview.runDate
+                                    preview.equity
+                                    preview.availableCash
+                                    (if hasDrift then "" else "，当前权重已在容差内")
+                            )
+                        ]
+                        yield! (preview.rows |> List.map rebalanceWeightRow)
+                    ]
+                ]
+            | None -> Html.none
             match model.rebalResult with
             | Some outcomes ->
                 Html.div [
                     prop.className "rebalance-result"
                     prop.children [
                         Html.p [ prop.className "hint"; prop.text "最近一次执行:" ]
-                        yield! (outcomes |> List.map rebalanceOutcomeRow)
+
+                        if List.isEmpty outcomes then
+                            Html.p [
+                                prop.className "hint"
+                                prop.text "当前权重已在容差内，本次未产生任何交易"
+                            ]
+                        else
+                            yield! (outcomes |> List.map rebalanceOutcomeRow)
                     ]
                 ]
             | None -> Html.none
             Html.div [
+                prop.className "rebalance-executions"
+                prop.children [
+                    Html.p [ prop.className "hint"; prop.text "执行记录:" ]
+
+                    if List.isEmpty model.rebalExecutions then
+                        Html.p [ prop.className "hint"; prop.text "暂无执行记录" ]
+                    else
+                        yield! (model.rebalExecutions |> List.map rebalanceExecutionRow)
+                ]
+            ]
+            Html.div [
                 prop.className "panel-actions"
                 prop.children [
                     Html.button [
@@ -3349,6 +3686,12 @@ let private rebalancePanel model dispatch =
                         prop.onClick (fun _ -> dispatch RebalancePlansReadRequested)
                         prop.text "刷新计划"
                     ]
+                    Html.button [
+                        prop.className "secondary-action rebalance-executions-refresh-action"
+                        prop.disabled model.rebalExecutionsInFlight
+                        prop.onClick (fun _ -> dispatch RebalanceExecutionsReadRequested)
+                        prop.text ((if model.rebalExecutionsInFlight then "刷新中..." else "刷新执行记录"): string)
+                    ]
                 ]
             ]
         ]
@@ -3803,10 +4146,10 @@ let view model dispatch =
             positionsPanel model dispatch
             redeemPanel model dispatch
             sipPanel model dispatch
-            rebalancePanel model dispatch
             dividendPanel model dispatch
             returnsPanel model dispatch
             investmentPlansPanel model dispatch
+            rebalancePanel model dispatch
             Html.footer [ prop.className "footer-note"; prop.text "SOURCE · AKShare   /   STORAGE · PostgreSQL   /   LEDGER · CREATE & READ & SUBSCRIBE" ]
         ]
     ]