feat: 激活逻辑重构——按温区激活矩阵(老莫原则)

- route() matched改为任一温区三项达标(不只当前温区)
- main()生成regime_active矩阵(每温区独立择优,资格够就激活,不合格绝不激活)
- 当前温区active=regime_active[state](实盘闸门)
结果: trend_down=[b_td1_v3,v_lurk_v3,s2_panic_v2] choppy=[v_lurk_v2] trend_up=[v_next,v8.1]

deploy/profile-scripts/strategy_router.py

@@ -1,4 +1,4 @@
-#!/usr/bin/env python3
+#!/usr/bin/env python3
 # -*- coding: utf-8 -*-
 """strategy_router.py v5 — MoFin 策略动态路由（动态策略库，2026-08-13）
 
@@ -154,19 +154,31 @@ def route(regime, temp, perf):
         best_wr = best[1].get("win_rate", 0)
         cur_wr = cur.get("win_rate") if cur else None
         # 2026-08-16 资格标准A（老莫）：长期10y/近期2y/当下1y 适应温区年化>大盘 三项达标 + 手动可用
-        # （替代只看胜率≥50%的旧判定——旧标准会让年化-41%但胜率51%的策略激活）
+        # 2026-08-18 重构（老莫）：matched 改为【任一温区三项达标】即可（不只当前温区）。
+        #   核心：资格够就必须能激活；当前温区是实盘闸门，但choppy/trend_up等温区达标策略也要备好激活。
+        #   不合格（如 v_lurk_v3 @ choppy ✅❌❌）绝不激活该温区；合格（v_lurk_v2 @ choppy）就激活。
         try:
             from strategy_qualify import evaluate_all_regimes, is_available, get_benchmarks
             _qbench = get_benchmarks('a')
-            # 2026-08-17 择优激活：按当前温区评估资格（同 server.py 修复——best_regime 会让
-            # v_lurk_v3 在 trend_down 达标却被 choppy 评估误判不合格）
-            _qev_all = evaluate_all_regimes(name, 'a', bench=_qbench)
-            _qev_cur = (_qev_all or {}).get(current_regime) or {}
-            _qual_ok = bool(_qev_cur.get("long_ok") and _qev_cur.get("mid_ok") and _qev_cur.get("short_ok"))
+            _qev_all = evaluate_all_regimes(name, 'a', bench=_qbench) or {}
+            # 达标温区列表（任一温区三项全达）
+            _qual_regimes = []
+            for _rg in ("trend_down", "choppy", "trend_up"):
+                _q = (_qev_all or {}).get(_rg) or {}
+                if _q.get("long_ok") and _q.get("mid_ok") and _q.get("short_ok"):
+                    _qual_regimes.append(_rg)
             _manual_ok = is_available(name)
-            matched = _qual_ok and _manual_ok
+            matched = bool(_qual_regimes) and _manual_ok
+            _qual_cur_ok = False
+            if _qual_regimes:
+                _qev_cur = (_qev_all or {}).get(current_regime) or {}
+                _qual_cur_ok = bool(_qev_cur.get("long_ok") and _qev_cur.get("mid_ok") and _qev_cur.get("short_ok"))
         except Exception:
-            matched = (best_wr >= 50) and (cur_wr is not None and cur_wr >= 50)  # 兜底旧标准
+            _qual_regimes = [current_regime] if ((best_wr >= 50) and (cur_wr is not None and cur_wr >= 50)) else []
+            _qual_cur_ok = current_regime in _qual_regimes
+            matched = bool(_qual_regimes)
+        # ✓ 记录达标温区（供按温区激活矩阵）
+        qualifies = _qual_regimes if 'qualifies' in dir() else []
         family = FAMILY_MAP.get(name, DEFAULT_FAMILY)
         base = 1.0 if matched else 0.3
         try:
@@ -180,11 +192,14 @@ def route(regime, temp, perf):
             "temp_band": band,
             "family": family,
             "matched": matched,
+            "qualifies": qualifies,          # 达标温区列表（2026-08-18）
+            "qual_cur_ok": _qual_cur_ok,     # 当前温区是否达标（2026-08-18）
             "best_regime": best[0],
             "best_win_rate": best[1].get("win_rate", 0),
             "cur_win_rate": cur.get("win_rate") if cur else None,
             "cur_avg_pnl": cur.get("avg_pnl") if cur else None,
             "trades": cur.get("trades") if cur else 0,
+            "active_regimes": qualifies,     # 别名（前端用）
         }
     return dict(sorted(weights.items(), key=lambda x: -x[1]["weight"]))
 
@@ -247,15 +262,39 @@ def main():
     temp = load_temp()                  # A股温度
     perf = load_regime_perf('a')        # A股策略表现
     weights = route(regime, temp, perf)
+    # 2026-08-18：按温区生成激活矩阵（老莫：资格够就激活，不合格绝不激活）
+    #   - 每个温区，从"在该温区三项达标(qualifies含该温区)"里按质量分择优取前 MAX_ACTIVE
+    #   - 当前温区 active = regime_active[当前温区]（实盘闸门）
+    _all_regimes = ("trend_down", "choppy", "trend_up")
+    _cur_rg = regime.get("regime", "unknown")
+    regime_active = {}
+    for _rg in _all_regimes:
+        # 该温区达标策略（qualifies 含 rg）
+        _rg_matched = [(k, v) for k, v in weights.items()
+                       if v.get("matched") and _rg in v.get("qualifies", [])]
+        # 按质量分择优
+        _rg_scored = []
+        for name, v in _rg_matched:
+            q = _quality_score(name, 'a', _rg)
+            fam = FAMILY_MAP_ACT.get(name, name)
+            _rg_scored.append({"name": name, "quality": q, "family": fam})
+        _rg_scored.sort(key=lambda x: -x["quality"])
+        _used = set(); _sel = []
+        for s in _rg_scored:
+            if s["family"] in _used: continue
+            if len(_sel) >= MAX_ACTIVE: break
+            _used.add(s["family"]); _sel.append(s["name"])
+        regime_active[_rg] = _sel
     out = {
-        "state": regime.get("regime", "unknown"),
+        "state": _cur_rg,
         "state_date": regime.get("date", ""),
         "temp_band": temp.get("band", "unknown"),
         "temp_rsi": temp.get("rsi"),
         "weights": weights,
-        "active": _select_active(weights, regime.get("regime", "unknown"), 'a'),
+        "active": regime_active.get(_cur_rg, []),
+        "regime_active": regime_active,
         "updated_at": datetime.now().strftime("%Y-%m-%d %H:%M:%S"),
-        "note": "择优激活(2026-08-17): 每温区按质量分(综合分×普适有效年占比)排序+家族去重取前%d个; 温区(平滑K=5)选类型+温度乘数" % MAX_ACTIVE,
+        "note": "择优激活(2026-08-18): 按温区——任一温区三项达标即可激活该温区;当前温区实盘闸门;不合格绝不激活;合格就激活(择优排序)",
     }
     # 港股路由（2026-08-14 新增，不影响A股）——港股组合按温区调度（hk_strategies 定义）
     try: