feat: 策略加best_regime(适应温区)字段+淘汰判定改用适应温区2y/10y年化都<0→历史

server.py

@@ -661,6 +661,34 @@ def api_research_strategies():
         except Exception:
             pass
         _candidate_pool |= set(_regime_winrates.keys())
+        # ── 2026-08-15 适应温区（best_regime）：weights 优先，缺失从温区数据推断（2y最高胜率温区）──
+        _best_regime_map = {}
+        try:
+            for _v, _w in (_weights.get("weights") or {}).items():
+                _br = _w.get("best_regime")
+                if _br:
+                    _best_regime_map[_v] = _br
+        except Exception:
+            pass
+        # 推断缺失的（港股/历史策略）
+        try:
+            import sqlite3 as _sqb
+            _cb = _sqb.connect(str(DATA_DIR / "mofin.db"), timeout=10)
+            for _v, _rws in _regime_winrates.items():
+                if _v in _best_regime_map or not _rws:
+                    continue
+                _best_br = None
+                _best_wr = -1
+                for _reg, _rw in _rws.items():
+                    _wr = _rw.get("win_rate")
+                    if _wr is not None and _wr > _best_wr:
+                        _best_wr = _wr
+                        _best_br = _reg
+                if _best_br:
+                    _best_regime_map[_v] = _best_br
+            _cb.close()
+        except Exception:
+            pass
         for s in strats:
             # 2026-08-15 温区加权综合/普适：整体行的综合/普适 = 按温区时长占比加权各温区表现
             # （业务逻辑：策略只在特定温区激活，评估应该限定在温区范围才值得参考）
@@ -715,6 +743,8 @@ def api_research_strategies():
             s['regime_winrates'] = _regime_winrates.get(s['version'], {})
             # current = 当前温区激活（替代旧的 CURRENT_VERSIONS 硬编码）
             s['current'] = s['version'] in _active_set
+            # 2026-08-15 适应温区（前端方案A：策略只在适应温区表显示一行）
+            s['best_regime'] = _best_regime_map.get(s['version'])
             # 2026-08-15 证伪数据驱动：从 strategy_research.deprecated 读（替代前端硬编码）
             s['deprecated'] = _deprecated.get(s['version'])
             # 2026-08-15 三状态（派生，不存储）：激活/可用未激活/不可用
@@ -725,27 +755,27 @@ def api_research_strategies():
                 s['state'] = 'unavailable'
                 s['state_reason'] = '已证伪: ' + str(s['deprecated'])[:80]
             elif s['version'] in _candidate_pool:
-                # ── 2026-08-15 无价值淘汰：2y+10y 温区年化都跑不赢大盘 → 历史 ──
-                # 只在 2y/10y 请求时判定；用当次数据(2y) + 缓存(10y)，避免额外重算
+                # ── 2026-08-15 无价值淘汰：适应温区(best_regime) 2y+10y 年化都<0 → 历史 ──
+                # （老莫逻辑：温区表数据对应适应温区；适应温区都亏的策略无价值）
                 _elim_reason = None
                 try:
-                    _b2, _b10 = _get_benchmarks()
-                    if _b2 is not None and _b10 is not None:
-                        # 读表拿 2y/10y 温区数据（毫秒级，数据加工层预计算）
+                    _br_v = s.get('best_regime')
+                    if _br_v:
                         _r2 = _compute_regime_winrates_cached('2y', _approx_regime_universality)
                         _r10 = _compute_regime_winrates_cached('10y', _approx_regime_universality)
-                        _v2 = _r2.get(s['version']) or {}
-                        _v10 = _r10.get(s['version']) or {}
-                        if _v2 and _v10:
-                            _best2 = max(r.get('cagr_pct') or -999 for r in _v2.values())
-                            _best10 = max(r.get('cagr_pct') or -999 for r in _v10.values())
-                            if _best2 < _b2 and _best10 < _b10:
-                                _elim_reason = f'2y年化{round(_best2,1)}%<大盘{_b2}% 且 10y年化{round(_best10,1)}%<大盘{_b10}%'
+                        _rw2 = (_r2.get(s['version']) or {}).get(_br_v)
+                        _rw10 = (_r10.get(s['version']) or {}).get(_br_v)
+                        if _rw2 and _rw10:
+                            _c2 = _rw2.get('cagr_pct')
+                            _c10 = _rw10.get('cagr_pct')
+                            if _c2 is not None and _c10 is not None and _c2 < 0 and _c10 < 0:
+                                _elim_reason = (f'适应温区[{_br_v}] 2y年化{round(_c2,1)}%<0 '
+                                                f'且 10y年化{round(_c10,1)}%<0')
                 except Exception:
                     _elim_reason = None
                 if _elim_reason:
                     s['state'] = 'unavailable'
-                    s['state_reason'] = '跑不赢大盘已淘汰: ' + _elim_reason
+                    s['state_reason'] = '适应温区亏损已淘汰: ' + _elim_reason
                 else:
                     s['state'] = 'available'
                     s['state_reason'] = '候选池内，当前温区未激活（温区切换即可激活）'