perf: 面板缓存+进化机制预计算脚本(precompute_evolution)——假设归纳/B组/资格概览定期算存json,API只读

evolution/hypothesis_miner.py

@@ -18,12 +18,14 @@ CANDIDATE_FEATURES = [
     ("sec_ret20", "行业近20日涨幅", False),
 ]
 
-PANEL_PATH = None  # 按市场选择
+_PANEL_CACHE = {}  # 模块级缓存：market -> panel（避免每次重载600万行pkl）
 
 
 def _load_panel(market):
-    """加载面板：A股 panel_12d.pkl，港股 panel_12d_hk.pkl"""
-    global PANEL_PATH
+    """加载面板：A股 panel_12d.pkl，港股 panel_12d_hk.pkl（带缓存）"""
+    global _PANEL_CACHE
+    if market in _PANEL_CACHE:
+        return _PANEL_CACHE[market]
     path = "/tmp/panel_12d_hk.pkl" if market == "hk" else "/tmp/panel_12d.pkl"
     p = pd.read_pickle(path)
     p = p.sort_values(["code", "date"]).reset_index(drop=True)
@@ -31,6 +33,7 @@ def _load_panel(market):
     p["_key"] = p["code"].astype(str) + "_" + p["date"].astype(str)
     p = p.drop_duplicates(subset=["_key"])
     p = p.set_index("_key")
+    _PANEL_CACHE[market] = p
     return p
 
 

evolution/precompute_evolution.py

@@ -0,0 +1,70 @@
+# -*- coding: utf-8 -*-
+"""evolution/precompute_evolution.py — 进化机制预计算（2026-08-16）
+定期（每周/每日）预计算进化机制数据，供研究Tab展示（API 只读快照，不实时重算）：
+1. 假设归纳（方向一）：每个激活策略的归纳优化假设
+2. B组候选（方向二）：由果及因挖掘的候选
+3. 策略资格概览
+输出：data/evolution_center.json
+"""
+import sys, os, json
+from datetime import datetime
+
+sys.path.insert(0, "/home/hmo/MoFin")
+sys.path.insert(0, "/home/hmo/MoFin/evolution")
+sys.path.insert(0, "/home/hmo/MoFin/deploy/profile-scripts")
+
+OUT = "/home/hmo/MoFin/data/evolution_center.json"
+
+
+def active_versions():
+    try:
+        d = json.load(open("/home/hmo/MoFin/data/strategy_weights.json", encoding="utf-8"))
+        vs = list(d.get("active") or [])
+        vs += list(((d.get("markets") or {}).get("hk") or {}).get("active") or [])
+        return list(dict.fromkeys(vs))
+    except Exception:
+        return []
+
+
+def main():
+    print("=== 进化机制预计算开始 ===", flush=True)
+    from hypothesis_miner import induce_hypotheses
+    from strategy_qualify import evaluate_all_regimes, get_benchmarks
+
+    out = {"generated_at": datetime.now().strftime("%Y-%m-%d %H:%M:%S"), "hypotheses": [], "b_group": [], "qual_overview": []}
+
+    # 1. 假设归纳（方向一）
+    for v in active_versions():
+        mkt = "hk" if v.startswith("hk") else "a"
+        try:
+            hs, _ = induce_hypotheses(v, mkt, period_tag="2y")
+            for h in hs[:3]:
+                out["hypotheses"].append({"strategy": v, "market": mkt, **h})
+                print(f"  假设 [{v}]: {h['hypothesis'][:60]}", flush=True)
+        except Exception as e:
+            print(f"  假设 [{v}] 失败: {e}", flush=True)
+
+    # 2. B组候选（方向二）
+    try:
+        p = json.load(open("/home/hmo/MoFin/data/b_group_candidates.json", encoding="utf-8"))
+        out["b_group"] = p.get("candidates", [])
+        print(f"  B组候选: {len(out['b_group'])}", flush=True)
+    except Exception as e:
+        print(f"  B组读取失败: {e}", flush=True)
+
+    # 3. 资格概览
+    for v in active_versions():
+        mkt = "hk" if v.startswith("hk") else "a"
+        try:
+            q = evaluate_all_regimes(v, mkt, bench=get_benchmarks(mkt))
+            out["qual_overview"].append({"strategy": v, "market": mkt, "qualification": q})
+        except Exception:
+            pass
+
+    with open(OUT, "w", encoding="utf-8") as f:
+        json.dump(out, f, ensure_ascii=False, indent=1)
+    print(f"写入 {OUT}: hypotheses={len(out['hypotheses'])} b_group={len(out['b_group'])} qual={len(out['qual_overview'])}")
+
+
+if __name__ == "__main__":
+    main()