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Author SHA1 Message Date
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 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
 2026-08-17 19:32:31 +08:00
xxm 2b1b7f38b6 feat: schema迁移脚本(schema_migrate_20260817)含source/source_strategy/strategy_name列 2026-08-17 19:24:56 +08:00
xxm b00ecbfcf0 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)
 2026-08-17 19:22:29 +08:00
xxm 1368b1790c 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%)
 2026-08-17 19:08:21 +08:00
xxm c9a0cc9183 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
 2026-08-17 18:51:28 +08:00
xxm 9d12b7b0d5 fix: 重评算不出RR时保留原值(rr_ratio清零bug,300668教训) 2026-08-17 18:05:39 +08:00
xxm b71a95f673 feat: promote进自选XMPP推送附完整12维重评全文(老莫要求) 2026-08-17 17:55:21 +08:00
xxm b3484f65d7 fix: promote VALUES占位符减1(strategy_name列已加,值数对齐) 2026-08-17 17:47:52 +08:00
xxm 9af213c4f8 fix: 重新应用scanner+promote的source_strategy补丁(deploy_guard回滚后重做) 2026-08-17 17:35:14 +08:00
xxm 394ff09003 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
 2026-08-17 17:33:25 +08:00
xxm 33a0932642 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 2026-08-17 16:54:22 +08:00
xxm 71bd44d4de fix: batch_reassess conn加timeout+busy_timeout(重做,docstring误改已修) 2026-08-17 16:45:28 +08:00
xxm 196c2c40be fix: watchlist_auto_exit/batch_reassess conn加timeout=30+busy_timeout(整点写锁不再崩,t_a44b6e16) 2026-08-17 16:43:38 +08:00
xxm 364911b865 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) 2026-08-17 16:30:37 +08:00
xxm 15887c4d67 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 2026-08-17 16:06:20 +08:00
xxm eab23c30e2 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) 2026-08-17 15:52:45 +08:00
xxm 34a7d521d0 feat: accumulation/mr scanner写candidates.rr——全部scanner按规范提供RR 2026-08-17 15:50:57 +08:00
xxm d9d46f54e1 feat: b_td1_v3_scanner写candidates.rr——RR由策略算,promote只卡阈值(老莫规范) 2026-08-17 15:50:02 +08:00
xxm 327f9d3e00 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) 2026-08-17 15:39:06 +08:00
xxm 16c18377f5 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 2026-08-17 14:34:25 +08:00
xxm a36ec91c5d 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) 2026-08-17 14:22:01 +08:00
xxm 16be2a067b feat: mofin_guard_monitor——后台监控知微消息+内部流程合规(推荐依据/信号不充分/executor/守卫/LLM),detached不阻塞TUI 2026-08-17 13:05:56 +08:00
xxm cedd0a557c fix: deploy_guard PROFILE_DIRS加mohe——kanban-闭环巡检脚本误报缺失(脚本在mohe profile自己的目录) 2026-08-17 12:52:47 +08:00
xxm 93958d5c1a fix: per_stock/self_repair按文档去掉显式max_tokens(改None不指定) 2026-08-17 11:50:36 +08:00
xxm 7eb2a9ee99 fix: batch_reassess按文档去掉显式max_tokens=4096(改None不指定) 2026-08-17 11:48:49 +08:00
xxm ff39dbcfa9 fix: llm_client按OCG-Router文档——max_tokens默认None不写入payload(推理模型烧光根因),timeout150→180 2026-08-17 11:47:07 +08:00
xxm cc45f604f5 fix: b_td1_v3_scanner 8线程并发(14min→2min防超时)+executor returncode检查/480s超时/完整stderr(知微提单t_b27ad65f) 2026-08-17 11:40:30 +08:00
xxm b6558bf9da docs: 策略推荐规范——推荐必须带所依据的策略(版本/重评/止损止盈/信号),禁止旧快照/记忆引用;含博力威广信两案教训 2026-08-17 10:54:50 +08:00
xxm 03c5f9e202 feat: pool_news采集输出附当前策略快照(版本/重评时间/止损/止盈/信号/操作)——推荐必须引用真实策略 2026-08-17 10:48:58 +08:00