fix: 组合Tab更新——移除v_next4/s2_panic旧组合,改为v_weak(实盘)+p_oversold(新策略),routing按regime分配

evolution/evolution_api.py

@@ -108,9 +108,10 @@ def get_combo_dashboard():
         combos.append(d)
 
     # 3. 组合成员策略的独立指标
-    # v_mr 位置优先取 v_weak（六步方法论+12维框架定稿，2026-08-03），回退 v_mr_sel/v_mr
+    # 2026-08-11 更新：组合成员 = v_weak（实盘）+ p_oversold（新策略），替代旧的 v_next4+v_mr
+    # v_next4 移除（池内卫星仓，全市场失效；现有池子票不是它选的）
     members = {}
-    for v in ["v_next4", "v_mr"]:
+    for v in ["v_weak", "p_oversold"]:
         sel_v = "v_weak" if v == "v_mr" else None
         candidates = [sel_v, "v_mr_sel", v] if sel_v else [v]
         r = None
@@ -130,7 +131,7 @@ def get_combo_dashboard():
             pf = s.get("portfolio_full", {})
             p5 = s.get("portfolio", {})
             members[v] = {
-                "role": "趋势市主战" if v == "v_next4" else "震荡/下跌市接管",
+                "role": "弱市超跌确认（实盘）" if v == "v_weak" else "预测超跌反弹（新策略）",
                 "version": ("v_weak" if used_sel else "v_mr") if v == "v_mr" else v,
                 "is_sel": used_sel,
                 "trades": s.get("total_trades"),
@@ -146,32 +147,18 @@ def get_combo_dashboard():
                 "positions_taken_5slot": p5.get("positions_taken"),
                 "positions_taken_full": pf.get("positions_taken"),
             }
-
-    # 3.5 策略家族 S2 卡片（s2_panic，2026-08-05 §39/§40 上线）
-    r = conn.execute(
-        "SELECT results_json FROM strategy_research"
-        " WHERE version='s2_panic' AND period_tag='10y' ORDER BY id DESC LIMIT 1"
-    ).fetchone()
-    if r:
-        res = json.loads(r[0])
-        s2 = res.get("summary", {})
-        pf = s2.get("portfolio_full", {})
-        p5 = s2.get("portfolio", {})
-        members["s2_panic"] = {
-            "role": "极端恐慌买超跌(RSI<25)",
-            "version": "s2_panic",
-            "is_sel": True,
-            "trades": s2.get("total_trades"),
-            "win_rate": s2.get("win_rate"),
-            "avg_profit_pct": s2.get("avg_profit_pct"),
-            "avg_hold_days": s2.get("avg_hold_days"),
-            "cagr_pct": p5.get("cagr_pct"),
-            "return_pct": p5.get("total_return_pct"),
-            "max_dd_pct": p5.get("portfolio_max_dd_pct"),
-            "slots": p5.get("slots") or 8,
-            "universality": s2.get("universality", {}),
-            "positions_taken_5slot": p5.get("positions_taken"),
-            "positions_taken_full": pf.get("positions_taken"),
+    # 2026-08-11：p_oversold 无回测数据时给兜底卡片（新策略待回测）
+    if "p_oversold" not in members:
+        members["p_oversold"] = {
+            "role": "预测超跌反弹（新策略）",
+            "version": "p_oversold",
+            "is_sel": False,
+            "trades": None, "win_rate": None, "avg_profit_pct": None,
+            "avg_hold_days": None, "cagr_pct": None, "return_pct": None,
+            "max_dd_pct": None, "slots": 10,
+            "universality": {},
+            "positions_taken_5slot": None, "positions_taken_full": None,
+            "note": "新策略，待回测/实盘验证",
         }
 
     conn.close()
@@ -180,9 +167,9 @@ def get_combo_dashboard():
         "combos": combos,
         "members": members,
         "routing": [
-            {"regime": "trend_up", "active": "v_next4", "action": "追涨买入/加仓放行", "desc": "大盘MA20上方+ADX强, 趋势追涨主战场"},
-            {"regime": "choppy", "active": "v_mr", "action": "追涨降级为关注", "desc": "震荡市, 超跌反弹主战场, 趋势追涨让位"},
-            {"regime": "trend_down", "active": "v_mr", "action": "禁止追涨", "desc": "深超跌主战场, 只做均值回复"},
+            {"regime": "trend_up", "active": "p_oversold", "action": "预测超跌反弹", "desc": "趋势市/反弹期, p_oversold 预测超跌反弹"},
+            {"regime": "choppy", "active": "v_weak", "action": "弱市超跌确认", "desc": "震荡/下跌市, v_weak 均值回复主战场"},
+            {"regime": "trend_down", "active": "v_weak", "action": "深超跌管理", "desc": "下跌市, v_weak 管理超跌持仓"},
         ],
     }