 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
|
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
|
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
|
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
|
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
|
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
|
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
|
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 |
|