 xxm
|
62a0626141
|
refactor: 策略判断合并——失效=需更换(老莫:同一决策)。失效时必须给新归属(候选封闭集),给不出才停invalidated。三选一:维持/修改/策略失效需更换
|
2026-08-18 21:37:39 +08:00 |
|
|
xxm
|
4af4bda7b3
|
feat: strategy_defs补trend家族(v_next/v8.1=趋势市龙头回调,映射leader_scanner)+候选目录更新(600262切策略有目标了)
|
2026-08-18 21:30:14 +08:00 |
|
|
xxm
|
845df7768b
|
fix: 切窗周期(1m/6m/1y)cagr缺失→激活矩阵三项永不齐→全灭。补线性年化(老莫:三温区都有合格策略却没激活是bug)
|
2026-08-18 21:02:20 +08:00 |
|
|
xxm
|
8b5499bab1
|
feat: per_stock_reassess也落库策略判断(从full_analysis复用parse_response提取策略失效/切换)(老莫:重评策略切换决策全路径生效)
|
2026-08-18 20:31:27 +08:00 |
|
|
xxm
|
6b846941aa
|
fix: sync_strategy_def bindings数不匹配(updated_at字面量误占位)
|
2026-08-18 20:25:34 +08:00 |
|
|
xxm
|
9b04fe1943
|
feat: sync_strategy_def维护函数——scanner自注册+key_params drift检测(变更→needs_review+version bump)(老莫:策略定义不过期)
|
2026-08-18 20:24:59 +08:00 |
|
|
xxm
|
82bdd76b85
|
feat: 重评注入策略语义——【情势体检】(温区/黑天鹅/执行红线)+【策略定义】+【策略判断】四选一,parse解析+save落库strategy_state(老莫:每次重评先判断是否切策略)
|
2026-08-18 20:20:11 +08:00 |
|
|
xxm
|
9a08091193
|
feat: 策略定义库——strategy_defs表+8张种子卡+holding加strategy_provenance/state/attributed(老莫:重评按策略语义+fallback)
|
2026-08-18 20:14:53 +08:00 |
|
|
xxm
|
caf8a5a73b
|
fix: sync_recommend_tag不再重算覆盖scanner定的RR(688081被recompute从2.29改成1.51,违反RR由scanner定原则)。RR缺失(0)才兜底
|
2026-08-18 18:48:29 +08:00 |
|
|
xxm
|
add377027e
|
fix: entry_low用stop/0.98保证止损距离≥2%(14.47→14.77,1.96%→2.03%)
|
2026-08-18 16:31:13 +08:00 |
|
|
xxm
|
11f889e326
|
fix: 根因3-买入区下沿距止损仅1.03%不可执行→entry_low锚定stop上方≥2%(600262:14.62买/14.47损)
|
2026-08-18 16:28:04 +08:00 |
|
|
xxm
|
e523ba32e3
|
fix: 根因2-重评参数被技术路径权威保护覆盖(per_stock调write_holding_strategy默认source_trigger=write_holding_strategy→_TECHNICAL_PATHS→系统按仓位触发参数覆写回旧值14.80)。改传per_stock_12d=LLM路径,重评参数正常写库
|
2026-08-18 16:24:58 +08:00 |
|
|
xxm
|
8c45b83c0b
|
fix: 根因-①promote INSERT price写死0→用实时价_price ②per_stock三表无价加stock_quote直查(600262无价格→重评计算全崩→推送14.87买/14.80止损)
|
2026-08-18 16:20:07 +08:00 |
|
|
xxm
|
b81016a64b
|
fix: per_stock_reassess 476行rr_ratio真正改为holding的(上次commit未生效,sed精确修)
|
2026-08-18 15:47:59 +08:00 |
|
|
xxm
|
73703649f3
|
fix: per_stock_reassess 476行rr_ratio用holding的(修rr未定义NameError,RR由scanner定不覆盖)
|
2026-08-18 15:42:47 +08:00 |
|
|
xxm
|
df4ea2faac
|
fix: strategy_lifecycle RR用new_stop/new_target/price算(修NameError result未定义)
|
2026-08-18 15:38:53 +08:00 |
|
|
xxm
|
a1e55e8ca8
|
feat: 重评带来源策略——collect_data读strategy_name,prompt顶部标'按此策略重评'(老莫)
|
2026-08-18 15:11:21 +08:00 |
|
|
xxm
|
a65a351f32
|
fix: 批量修复76只自选rr_ratio改回candidates.rr(scanner定)——strategy_lifecycle重锚定覆盖的错值
|
2026-08-18 13:32:15 +08:00 |
|
|
xxm
|
0ca4e4b69f
|
fix: RR架构统一——s2_panic_v2补rr列(断链)/per_stock_reassess删rr覆盖(RR由scanner定)/strategy_lifecycle不重算rr
|
2026-08-18 13:27:45 +08:00 |
|
|
xxm
|
13ff507a3e
|
fix: rr_ratio 387/484行统一用entry/stop/tp算的rr,不再用lifecycle错值
|
2026-08-18 12:35:27 +08:00 |
|
|
xxm
|
b7535b9b24
|
fix: rr_ratio统一用entry/stop/tp算(与promote同口径),不再用lifecycle的错值
|
2026-08-18 12:33:10 +08:00 |
|
|
xxm
|
236c7bce1a
|
fix: RR口径修正——买入价用entry_mid算risk(不是现价),risk=entry_mid-stop,reward=tp-entry_mid
|
2026-08-18 12:30:53 +08:00 |
|
|
xxm
|
c2ddb62c45
|
fix: entry_low/high用holding为基础,LLM算出才覆盖——LLM给0时用holding合理值不清空
|
2026-08-18 12:25:45 +08:00 |
|
|
xxm
|
396858fdab
|
fix: per_stock_reassess rr_ratio=0 bug——lifecycle的rr_ratio为0时用entry/stop/tp自己算RR
|
2026-08-18 12:22:41 +08:00 |
|
|
xxm
|
d19a9c4039
|
feat: 提示词优化——空仓时买入区仍须填合理技术区间供RR计算,禁止填0.0~0.0
|
2026-08-18 11:48:12 +08:00 |
|
|
xxm
|
bec0de91df
|
feat: LLM切换mimo-v2.5——DeepSeek涨价切便宜mimo(REASSESS_MODEL=mimo-v2.5,FALLBACK=deepseek-v4-flash)
|
2026-08-18 11:37:13 +08:00 |
|
|
xxm
|
350a511a9e
|
fix: per_stock_reassess entry_low/high不or短路——LLM给0(空区间)就用0清空,不再取旧脏值95/99
|
2026-08-18 11:11:54 +08:00 |
|
|
xxm
|
01a60653f8
|
fix: parse_response买入区0.0~0.0视为zone_cleared(elif)——清空脏值不残留
|
2026-08-18 11:06:16 +08:00 |
|
|
xxm
|
31f3da772d
|
fix: parse_response买入区0.0~0.0视为zone_cleared——清空脏值不再残留
|
2026-08-18 11:03:24 +08:00 |
|
|
xxm
|
9543dd52e8
|
fix: parse_response取应为/修正为后的正确区间——不再把LLM重复的旧脏值(95~99)当推荐写回
|
2026-08-18 10:57:13 +08:00 |
|
|
xxm
|
7329c651b0
|
fix: B层口径修正——entry偏离现价>20%触发重评校准(不再50%放行),先校准后入库
|
2026-08-18 10:50:51 +08:00 |
|
|
xxm
|
a09393f150
|
fix: 三层修复promote/重评entry错乱——A重评覆盖entry_low/high+B偏离>50%标记校准+C可执行性检查(止损≥2%/止盈≥3%/修正风报比≥2)
|
2026-08-18 10:48:48 +08:00 |
|
|
xxm
|
529ffaa33a
|
feat: 新提拔自选重评补推——promote后detach启动backfill,90s后补跑未就绪重评并XMPP补推
|
2026-08-18 10:26:36 +08:00 |
|
|
xxm
|
45e71b9879
|
fix: REASSESS_TIMEOUT 120→300(LLM重评90-120s不够,老莫:至少300)
|
2026-08-18 10:23:51 +08:00 |
|
|
xxm
|
f05f80f284
|
fix: watchlist回注unknown时用旧candidates.sector fallback——不再产生unknown来源候选
|
2026-08-18 10:20:30 +08:00 |
|
|
xxm
|
416f9f1874
|
fix: promote加source_strategy→sector fallback——unknown时用sector,不再推送unknown策略
|
2026-08-18 10:18:44 +08:00 |
|
|
xxm
|
c8b08bade5
|
fix: b_td1_v3_scanner补import time(我加重试时漏import致NameError二次崩溃,t_063136eb)
|
2026-08-18 10:15:16 +08:00 |
|
|
xxm
|
6508e8c0a0
|
fix: regime_perf_daily.sh恢复可执行权限(100644→100755,否则cron不能执行)
|
2026-08-18 10:08:40 +08:00 |
|
|
xxm
|
079371a968
|
fix: regime_perf_daily.sh港股periods加1m/6m——老莫:港股同样需短周期温区数据,不可取舍
|
2026-08-18 10:07:48 +08:00 |
|
|
xxm
|
774e904fd1
|
fix: regime_perf_daily.sh加1m/6m周期预计算——明天17:15自动切窗(否则只算1y/2y/5y/10y)
|
2026-08-18 10:05:07 +08:00 |
|
|
xxm
|
0070141bce
|
fix: 全部写库scanner统一加busy_timeout=30000——整点撞锁SQLite自动等待,根治崩溃
|
2026-08-18 10:00:19 +08:00 |
|
|
xxm
|
e18cf7e76e
|
fix: b_td1_v3_scanner写candidates加database is locked重试(防15:01整点撞锁崩溃)
|
2026-08-18 09:53:38 +08:00 |
|
|
xxm
|
a5452a89b1
|
fix: staleness-check fix_action硬编码旧路径scripts/改正确deploy/profile-scripts/(t_1310bbdb)
|
2026-08-18 09:49:37 +08:00 |
|
|
xxm
|
f000444a2e
|
fix: daily_kline_collector加database is locked指数退避重试(t_17ba6f5d, sz_b失败)
|
2026-08-18 09:48:11 +08:00 |
|
|
xxm
|
7c8a788bfc
|
feat: 温区数据定时预计算——1m/6m/1y切窗由regime_perf_by_period每天生成+server直读(不再回退1y)
|
2026-08-18 09:30:35 +08:00 |
|
|
xxm
|
740ede6a5a
|
feat: 1m/6m/1y温区数据切窗聚合(不再回退1y)——切换周期温区表现有真实差异
|
2026-08-18 09:09:47 +08:00 |
|
|
xxm
|
ecc98fa706
|
feat: 加载提示更显著(琥珀色粗体+最小显示400ms)+确保切周期时可见
|
2026-08-18 08:58:29 +08:00 |
|
|
xxm
|
d99c70b858
|
fix: 切窗版本集含market=hk——港股策略在1m/6m/1y不再消失
|
2026-08-18 08:57:00 +08:00 |
|
|
xxm
|
199c979edb
|
fix: list_strategies 1m/6m/1y切窗后DB-only策略漏加(44→57)——b_td1/v_mr2/v_lurk_v2/s2_panic等恢复
|
2026-08-18 08:54:14 +08:00 |
|
|
xxm
|
4d88f3de51
|
fix: 补备选区展开持久化(localStorage bk_open_+_bkAttr恢复+箭头)——刷新保留展开状态(此前assert失败未生效)
|
2026-08-18 08:37:23 +08:00 |
|
|
xxm
|
f53cfcd76b
|
feat: 切周期加载中提示(#load-hint独立条,不破坏strategyList旧内容/滚动)
|
2026-08-18 08:32:36 +08:00 |
|
|
xxm
|
38c84ad35f
|
feat: 研究Tab局部刷新——切回研究Tab不整页重建骨架(保留滚动/展开),只刷数据
|
2026-08-18 08:15:47 +08:00 |
|
|
xxm
|
1d6c9fa056
|
fix: 策略表重建滚动兜底(触发渲染前存scrollY,重建后恢复)+MutationObserver去抖防自激——解决刷新滚动/展开还原
|
2026-08-18 08:04:33 +08:00 |
|
|
xxm
|
f4b15dde47
|
fix: index.html强制no-cache(浏览器缓存致前端改动不生效,子Tab看不到根因)
|
2026-08-18 07:43:46 +08:00 |
|
|
xxm
|
87292da309
|
fix: 已激活判定按市场区分(hk策略匹配hk:前缀,A股匹配无前缀)——港股温区表正确显示已激活
|
2026-08-18 07:42:22 +08:00 |
|
|
xxm
|
a9ba8a27b4
|
fix: leader_scanner补写candidates(带rr/source_strategy)+v_next映射——trend_up激活策略(v_next/v8.1)真正进入选股管道
|
2026-08-18 02:42:12 +08:00 |
|
|
xxm
|
f1a612c07f
|
docs: MoFin状态说明v2增量——激活逻辑重构(按温区矩阵)/AB路线研究(每日LLM+进化子Tab)/max_hold校准
|
2026-08-18 02:22:41 +08:00 |
|
|
xxm
|
b0e6fa7dde
|
feat: ab_research_daily集成LLM——LLM主导生成每日研究结论(发现薄弱/建议尝试/预期)
|
2026-08-18 02:06:57 +08:00 |
|
|
xxm
|
255d901270
|
feat: 研究Tab加子Tab(📋策略/📈策略进化)——进化子Tab表格展示AB路线每日研究成果(strategy_research_log), 新增/api/research/log
|
2026-08-18 01:59:35 +08:00 |
|
|
xxm
|
4568877154
|
fix: ab_research_daily重写(修weak未定义), 记录温区覆盖薄弱点到research_log
|
2026-08-18 01:55:19 +08:00 |
|
|
xxm
|
b5d6769fc0
|
feat: AB路线每日研究脚本——记录温区覆盖薄弱点到strategy_research_log表
|
2026-08-18 01:52:01 +08:00 |
|
|
xxm
|
32df064430
|
fix: 前端温区表已激活改为按温区判定(current_regimes.includes(rg))——消除choppy表误显v_lurk_v3, v_lurk_v2在choppy正确显示已激活
|
2026-08-18 01:48:42 +08:00 |
|
|
xxm
|
21c7937056
|
fix: 补回showDesc函数(commit 9f1185fc误删致📖说明按钮失效)含进化来源展示
|
2026-08-18 01:43:15 +08:00 |
|
|
xxm
|
c4157503d0
|
feat: server.py加s.current_regimes温区激活列表(前端按温区打状态,消除错位)
|
2026-08-18 01:34:47 +08:00 |
|
|
xxm
|
e793150ab5
|
feat: 港股按温区激活矩阵(regime_active)——非当前温区资格够也激活/备好
|
2026-08-18 01:29:27 +08:00 |
|
|
xxm
|
ca08969a8d
|
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]
|
2026-08-18 01:25:12 +08:00 |
|
|
xxm
|
8fc1367a60
|
fix: 研究Tab备选表格错位(v3完整)——renderRegimeRow加bkKey+行data-bk+hidden,备选区直接进tbody去嵌套table
|
2026-08-18 00:31:13 +08:00 |
|
|
xxm
|
ddb4acf9dd
|
fix: 研究Tab备选表格错位——备选行直接进tbody加data-bk(列宽与表头对齐),去掉嵌套table, toggleBackup切换data-bk行
|
2026-08-18 00:22:43 +08:00 |
|
|
xxm
|
a6b9626d63
|
fix: 研究Tab温区表分隔行colspan 14→15(表头15列对齐,修复备选表格错位)
|
2026-08-18 00:03:53 +08:00 |
|
|
xxm
|
a73bc33eb0
|
fix: hk_pe_oversold_v2_gen语法修复(去掉行内注释)+s2_panic_v2 DB config 60→20
|
2026-08-17 23:14:45 +08:00 |
|
|
xxm
|
9f4f8d625a
|
fix: hk_pe_oversold_v2_gen max_hold回退40d(与DB一致,真实年化40d最优23.2%)
|
2026-08-17 23:13:18 +08:00 |
|
|
xxm
|
2394c2c0f8
|
fix: max_hold按真实年化修正——hk_pe_oversold_v2回退40d, v_mr调30d(老莫质疑占仓后复测)
|
2026-08-17 23:05:58 +08:00 |
|
|
xxm
|
788dba0131
|
docs: max_hold分析结论(分温区扫描/v_weak正确回测/遗留建议)
|
2026-08-17 22:25:40 +08:00 |
|
|
xxm
|
bdd318a896
|
feat: mr_scanner(v_weak)max_hold 40→20d + accumulation补持有期定义(分温区trend_down 20d)
|
2026-08-17 22:22:01 +08:00 |
|
|
xxm
|
4986702de1
|
feat: max_hold数据驱动更新(分温区扫描) s2_panic_v2 60→20d, hk_pe_v2统一20d, b_td1_v3 35→20d
依据: trend_down下20d均收益最优(v_mr 4.92/s2 6.69 vs 60d 4.95), 短持有年化更高
|
2026-08-17 22:19:46 +08:00 |
|
|
xxm
|
e805af09cf
|
docs: MoFin系统状态与数据链路说明(知微须知,含审计遗留项)
|
2026-08-17 20:12:18 +08:00 |
|
|
xxm
|
0604532cfe
|
fix: watchlist淘汰回注用strategy_name非v_mr硬编码(保留来源策略语义)
|
2026-08-17 20:10:26 +08:00 |
|
|
xxm
|
00f6e84f2e
|
fix: 审计修复(explore发现)
- candidate_filter资金流读到旧id=194→WHERE id=1(critical)
- strategy_lifecycle sector_snapshots全表133907行→最新快照(major)
- strategy_lifecycle行业读取加stock_sectors_em回退(2处)
|
2026-08-17 20:07:54 +08:00 |
|
|
xxm
|
a7a61e03bf
|
fix: batch_reassess行业回退stock_sectors_em(300668等6只active此前无行业)
|
2026-08-17 19:34:55 +08:00 |
|
|
xxm
|
9438780118
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fix: 12维报告资金流/行业数据源修复
- capital_flow_cache读到旧id=194(8-10)改WHERE id=1(现在33只)
- batch_reassess行业回退stock_sectors_em(5061覆盖全)
根因: 写入固定id=1但读取ORDER BY id DESC拿到旧行
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2026-08-17 19:32:31 +08:00 |
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xxm
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2b1b7f38b6
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feat: schema迁移脚本(schema_migrate_20260817)含source/source_strategy/strategy_name列
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2026-08-17 19:24:56 +08:00 |
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xxm
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b00ecbfcf0
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fix: 行业读取改stock_sectors_em(5061只覆盖全,原stock_sectors仅898)
+candidates.source列(资金流突变候选写入,此前静默失败致资金流链路08-04断)
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2026-08-17 19:22:29 +08:00 |
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xxm
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1368b1790c
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feat: 淘汰逻辑修正(仅保留卖出信号+RR<1.0保底)
数据: 死水3连淘汰1126只,淘汰后20日60%误杀(信号不充分3连71%涨), 仅卖出信号正确(-2.2%)
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2026-08-17 19:08:21 +08:00 |
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xxm
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c9a0cc9183
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feat: RR阈值2.0→1.0(保底) + 存档RR分析结论
数据支撑: 123049笔回测 Pearson r=0.05, 分策略/分年规律相反, RR是风控非质量指标
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2026-08-17 18:51:28 +08:00 |
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xxm
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9d12b7b0d5
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fix: 重评算不出RR时保留原值(rr_ratio清零bug,300668教训)
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2026-08-17 18:05:39 +08:00 |
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xxm
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b71a95f673
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feat: promote进自选XMPP推送附完整12维重评全文(老莫要求)
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2026-08-17 17:55:21 +08:00 |
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xxm
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b3484f65d7
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fix: promote VALUES占位符减1(strategy_name列已加,值数对齐)
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2026-08-17 17:47:52 +08:00 |
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xxm
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9af213c4f8
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fix: 重新应用scanner+promote的source_strategy补丁(deploy_guard回滚后重做)
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2026-08-17 17:35:14 +08:00 |
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xxm
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394ff09003
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feat: 4环节记录依据策略(source_strategy贯穿候选→提拔→重评快照)
- candidates+source_strategy, 4scanner INSERT写策略名(ON CONFLICT同步)
- promote读c.source_strategy→holding.strategy_name
- snapshot_strategy_history继承strategy_name写history
- 历史回填447只候选+18只自选+8只holding
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2026-08-17 17:33:25 +08:00 |
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xxm
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33a0932642
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fix: batch_reassess主conn加busy_timeout(重做,勿在try尾插PRAGMA)+watchlist已修,整点写锁不崩
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2026-08-17 16:54:22 +08:00 |
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xxm
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71bd44d4de
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fix: batch_reassess conn加timeout+busy_timeout(重做,docstring误改已修)
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2026-08-17 16:45:28 +08:00 |
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xxm
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196c2c40be
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fix: watchlist_auto_exit/batch_reassess conn加timeout=30+busy_timeout(整点写锁不再崩,t_a44b6e16)
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2026-08-17 16:43:38 +08:00 |
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xxm
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364911b865
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fix: 重评同步trigger_json(price_monitor阈值源,广信教训)+RR淘汰门槛1.5→2.0(与promote闭环)
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2026-08-17 16:30:37 +08:00 |
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xxm
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15887c4d67
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fix: promote提拔rr_ratio用候选_rr(原硬编码0致新提拔被当weakest秒淘汰)+容量淘汰排除新提拔
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2026-08-17 16:06:20 +08:00 |
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xxm
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eab23c30e2
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fix: promote读candidates.rr不重锚定——RR由策略算只卡阈值(b_td1/p_oversold豁免超跌门槛)
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2026-08-17 15:52:45 +08:00 |
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xxm
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34a7d521d0
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feat: accumulation/mr scanner写candidates.rr——全部scanner按规范提供RR
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2026-08-17 15:50:57 +08:00 |
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xxm
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d9d46f54e1
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feat: b_td1_v3_scanner写candidates.rr——RR由策略算,promote只卡阈值(老莫规范)
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2026-08-17 15:50:02 +08:00 |
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xxm
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327f9d3e00
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feat: RR规范落地——各scanner写candidates.rr(策略算RR),promote只卡阈值不重锚定(b_td1/p_oversold豁免超跌门槛)
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2026-08-17 15:39:06 +08:00 |
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xxm
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16c18377f5
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fix: b_td1_v3_scanner v4纯SQL——stock_indicators(加工层)+stock_daily联表,零计算零网络(<1s),架构合规
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2026-08-17 14:34:25 +08:00 |
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xxm
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a36ec91c5d
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fix: b_td1_v3_scanner本地预筛——mcap/pe从stock_fundamentals先筛(4000→178只),再网络确认,8线程≈1min远在480s预算内(治本)
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2026-08-17 14:22:01 +08:00 |
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