feat: 温区自适应全链路——动态策略库(regime_perf全策略×温区实测,含被埋没的v_mr_sel trend_down 93%/v7.3 trend_up 94%), router v5按当前温区激活, 选股(mr_scanner/predictive_oversold平滑温区门控)+买卖(price_monitor非激活抑制买入机会风控仍推)+重评(strategy_lifecycle平滑温区trend_down vs 原始choppy)全接入, 前端research Tab温区横幅+温度+激活策略

deploy/profile-scripts/regime_gate.py

@@ -0,0 +1,100 @@
+#!/usr/bin/env python3
+# -*- coding: utf-8 -*-
+"""regime_gate.py — 温区门控共享工具（2026-08-13）
+
+scanner/重评统一调用：读取当前温区（优先平滑 K=5，回退原始 market_regime），
+判断某策略是否在当前温区激活。
+
+用法：
+  from regime_gate import get_current_regime, is_strategy_active, strategy_enabled
+  rg = get_current_regime()          # {"regime": "trend_down", "date": "..."}
+  ok = is_strategy_active("v_weak")  # 该策略是否当前温区激活（读 strategy_weights.json）
+"""
+import json
+import sqlite3
+from pathlib import Path
+
+MOFIN_DATA = "/home/hmo/MoFin/data"
+WEIGHTS_FILE = Path(MOFIN_DATA) / "strategy_weights.json"
+SMOOTHED_FILE = Path(MOFIN_DATA) / "market_regime_smoothed.json"
+DB = Path(MOFIN_DATA) / "mofin.db"
+
+_cache_regime = None
+_cache_weights = None
+
+
+def get_current_regime(use_smoothed=True):
+    """读取当前温区。优先平滑(K=5)，回退原始 market_regime。返回 {"regime","date"}"""
+    global _cache_regime
+    if _cache_regime:
+        return _cache_regime
+    # 1. 平滑温区（regime_tracker K=5）
+    if use_smoothed:
+        try:
+            if SMOOTHED_FILE.exists():
+                d = json.loads(SMOOTHED_FILE.read_text(encoding="utf-8"))
+                _cache_regime = {
+                    "regime": d.get("current_regime", "unknown"),
+                    "date": d.get("current_date", ""),
+                }
+                return _cache_regime
+        except Exception:
+            pass
+    # 2. 原始 market_regime 表
+    try:
+        conn = sqlite3.connect(str(DB), timeout=30)
+        conn.execute("PRAGMA busy_timeout=30000")
+        row = conn.execute(
+            "SELECT date, regime FROM market_regime ORDER BY date DESC LIMIT 1"
+        ).fetchone()
+        conn.close()
+        if row:
+            _cache_regime = {"regime": row[1], "date": row[0]}
+            return _cache_regime
+    except Exception:
+        pass
+    return {"regime": "unknown", "date": ""}
+
+
+def _load_weights():
+    """读取 strategy_weights.json（缓存）"""
+    global _cache_weights
+    if _cache_weights is not None:
+        return _cache_weights
+    try:
+        if WEIGHTS_FILE.exists():
+            _cache_weights = json.loads(WEIGHTS_FILE.read_text(encoding="utf-8"))
+            return _cache_weights
+    except Exception:
+        pass
+    _cache_weights = {}
+    return _cache_weights
+
+
+def is_strategy_active(strategy_name):
+    """该策略是否在当前温区激活（matched）。无数据默认激活"""
+    w = _load_weights()
+    if not w or not w.get("weights"):
+        return True
+    entry = w["weights"].get(strategy_name)
+    if entry is None:
+        return True  # 不在权重表 → 默认激活（持仓管理类）
+    return entry.get("matched", True)
+
+
+def strategy_enabled(strategy_name):
+    """该策略权重>0（激活 + 非0乘数）"""
+    w = _load_weights()
+    if not w or not w.get("weights"):
+        return True
+    entry = w["weights"].get(strategy_name)
+    if entry is None:
+        return True
+    return entry.get("weight", 0) > 0
+
+
+if __name__ == "__main__":
+    rg = get_current_regime()
+    print(f"当前温区: {rg['regime']} ({rg['date']})")
+    for s in ["v_weak", "v_oversold", "v_next4", "s2_panic", "v_mr_sel"]:
+        print(f"  {s}: active={is_strategy_active(s)} enabled={strategy_enabled(s)}")

deploy/profile-scripts/regime_perf.py

@@ -0,0 +1,174 @@
+#!/usr/bin/env python3
+# -*- coding: utf-8 -*-
+"""regime_perf.py — 策略-温区表现常态化记录（2026-08-13）
+
+记录策略在不同温区（trend_up/choppy/trend_down）的表现，供"适用温度"动态评估。
+- 数据来源：strategy_research 回测 trades（按入场日归入温区）+ 实盘 strategy_tracking
+- 表：strategy_regime_perf（strategy, regime, trades, win_rate, avg_pnl, updated_at）
+- 原则：策略全温区发信号（去门控后），记录各温区真实表现；适用温区是动态的，随数据更新
+
+用法：
+  python3 regime_perf.py            # 全量更新（从回测+实盘重算）
+  from regime_perf import get_regime_perf
+"""
+import sys
+import json
+import sqlite3
+from pathlib import Path
+from datetime import datetime
+from collections import defaultdict
+
+_SCRIPT_DIR = Path(__file__).resolve().parent
+sys.path.insert(0, str(_SCRIPT_DIR))
+sys.path.insert(0, "/home/hmo/MoFin")
+
+DB = "/home/hmo/MoFin/data/mofin.db"
+
+def load_all_strategies():
+    """从 strategy_research 读取所有策略版本（含历史/表现不佳的——可能在特定温区能打）"""
+    conn = sqlite3.connect(DB, timeout=30)
+    conn.execute("PRAGMA busy_timeout=30000")
+    rows = conn.execute("SELECT DISTINCT version FROM strategy_research ORDER BY version").fetchall()
+    conn.close()
+    return [r[0] for r in rows if r[0]]
+
+# 关注的策略（动态：全部版本）
+STRATEGIES = load_all_strategies()
+
+def load_regime_map():
+    """date -> regime（用平滑 regime_tracker 的周期反查更合理，这里用 market_regime 原始 + 手动按 K=5 平滑）
+    简化：直接用 market_regime 的 regime（与平滑 K=5 差异主要在边界几天，评估可接受）"""
+    conn = sqlite3.connect(DB, timeout=30)
+    conn.execute("PRAGMA busy_timeout=30000")
+    rows = conn.execute("SELECT date, regime FROM market_regime").fetchall()
+    conn.close()
+    return dict(rows)
+
+def get_trades_from_research(version):
+    """从 strategy_research 取最新回测 trades"""
+    conn = sqlite3.connect(DB, timeout=30)
+    conn.execute("PRAGMA busy_timeout=30000")
+    rows = conn.execute(
+        "SELECT results_json FROM strategy_research WHERE version=? ORDER BY period_tag DESC, created_at DESC LIMIT 1",
+        (version,)
+    ).fetchall()
+    conn.close()
+    if not rows:
+        return []
+    try:
+        return json.loads(rows[0][0]).get("trades", [])
+    except Exception:
+        return []
+
+def get_trades_from_tracking():
+    """从实盘 strategy_tracking 取已平仓交易"""
+    conn = sqlite3.connect(DB, timeout=30)
+    conn.execute("PRAGMA busy_timeout=30000")
+    rows = conn.execute(
+        "SELECT version_seq, tracked_at, theoretical_pnl FROM strategy_tracking WHERE status='closed'"
+    ).fetchall()
+    conn.close()
+    result = []
+    for version_seq, tracked_at, pnl in rows:
+        if version_seq and tracked_at:
+            result.append({"version": version_seq, "entry_date": tracked_at[:10], "profit_pct": pnl})
+    return result
+
+def compute(use_tracking=True):
+    """计算所有策略各温区表现"""
+    regime_map = load_regime_map()
+    stats = defaultdict(lambda: defaultdict(lambda: {"n": 0, "win": 0, "pnl": 0}))
+
+    for v in STRATEGIES:
+        trades = get_trades_from_research(v)
+        for t in trades:
+            ed = t.get("entry_date", "")
+            if ed not in regime_map:
+                continue
+            reg = regime_map[ed]
+            pnl = t.get("profit_pct", 0) or 0
+            stats[v][reg]["n"] += 1
+            stats[v][reg]["pnl"] += pnl
+            if pnl > 0:
+                stats[v][reg]["win"] += 1
+
+    if use_tracking:
+        for t in get_trades_from_tracking():
+            v = t["version"]
+            if v not in stats:
+                stats[v] = defaultdict(lambda: {"n": 0, "win": 0, "pnl": 0})
+            ed = t["entry_date"]
+            if ed in regime_map:
+                reg = regime_map[ed]
+                pnl = t["profit_pct"] or 0
+                stats[v][reg]["n"] += 1
+                stats[v][reg]["pnl"] += pnl
+                if pnl > 0:
+                    stats[v][reg]["win"] += 1
+
+    return stats
+
+def save(stats):
+    """写入 strategy_regime_perf 表（清空重建，保持与最新数据同步）"""
+    conn = sqlite3.connect(DB, timeout=30)
+    conn.execute("PRAGMA busy_timeout=30000")
+    conn.execute("""
+        CREATE TABLE IF NOT EXISTS strategy_regime_perf (
+            strategy TEXT,
+            regime TEXT,
+            trades INTEGER,
+            win_rate REAL,
+            avg_pnl REAL,
+            updated_at TIMESTAMP DEFAULT CURRENT_TIMESTAMP,
+            PRIMARY KEY (strategy, regime)
+        )
+    """)
+    conn.execute("DELETE FROM strategy_regime_perf")
+    now = datetime.now().strftime("%Y-%m-%d %H:%M:%S")
+    for v, regs in stats.items():
+        for reg, s in regs.items():
+            if s["n"] < 2:
+                continue  # 样本太少不记录（>=2 给观察机会）
+            wr = s["win"] / s["n"] * 100
+            avg = s["pnl"] / s["n"]
+            conn.execute(
+                "INSERT OR REPLACE INTO strategy_regime_perf (strategy, regime, trades, win_rate, avg_pnl, updated_at) VALUES (?,?,?,?,?,?)",
+                (v, reg, s["n"], round(wr, 1), round(avg, 2), now)
+            )
+    conn.commit()
+    conn.close()
+
+def main():
+    stats = compute(use_tracking=True)
+    save(stats)
+    # 打印
+    print("=== 策略-温区表现（strategy_regime_perf）===")
+    conn = sqlite3.connect(DB, timeout=30)
+    rows = conn.execute("SELECT strategy, regime, trades, win_rate, avg_pnl FROM strategy_regime_perf ORDER BY strategy, regime").fetchall()
+    conn.close()
+    for r in rows:
+        print(f"  {r[0]:<12} {r[1]:<12} {r[2]:>4}笔 胜率{r[3]:.0f}% 均盈{r[4]:+.2f}%")
+
+def get_regime_perf(strategy=None):
+    """读取策略-温区表现（供 router 动态适用温区）"""
+    conn = sqlite3.connect(DB, timeout=30)
+    conn.execute("PRAGMA busy_timeout=30000")
+    if strategy:
+        rows = conn.execute(
+            "SELECT regime, trades, win_rate, avg_pnl FROM strategy_regime_perf WHERE strategy=?",
+            (strategy,)
+        ).fetchall()
+    else:
+        rows = conn.execute(
+            "SELECT strategy, regime, trades, win_rate, avg_pnl FROM strategy_regime_perf"
+        ).fetchall()
+    conn.close()
+    if strategy:
+        return {r[0]: {"trades": r[1], "win_rate": r[2], "avg_pnl": r[3]} for r in rows}
+    result = defaultdict(dict)
+    for r in rows:
+        result[r[0]][r[1]] = {"trades": r[2], "win_rate": r[3], "avg_pnl": r[4]}
+    return dict(result)
+
+if __name__ == "__main__":
+    main()

deploy/profile-scripts/strategy_lifecycle.py

@@ -2035,8 +2035,19 @@ def reassess_with_context(code, name, price, cost, shares, current_action,
     # 大盘市场阶段（market_regime）— 与回测 _load_index_ctx 同算法，趋势市放行追涨
     market_regime = None
     try:
-        import market_regime as _mr
-        market_regime = _mr.load_market_regime()
+        # 2026-08-13 平滑温区优先（K=5 regime_tracker），回退原始 market_regime
+        import sys as _sys
+        from pathlib import Path as _P
+        _sp = _P("/home/hmo/MoFin/deploy/profile-scripts")
+        if str(_sp) not in _sys.path:
+            _sys.path.insert(0, str(_sp))
+        from regime_gate import get_current_regime
+        _rg = get_current_regime()
+        if _rg and _rg.get("regime") != "unknown":
+            market_regime = _rg
+        else:
+            import market_regime as _mr
+            market_regime = _mr.load_market_regime()
     except Exception:
         pass  # market_regime 不可用时不阻塞单只重评