 xxm
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9a08091193
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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)
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2026-08-18 20:14:53 +08:00 |
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xxm
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caf8a5a73b
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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
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2026-08-18 18:48:29 +08:00 |
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xxm
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add377027e
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fix: entry_low用stop/0.98保证止损距离≥2%(14.47→14.77,1.96%→2.03%)
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2026-08-18 16:31:13 +08:00 |
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xxm
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11f889e326
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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)
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2026-08-18 16:28:04 +08:00 |
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xxm
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e523ba32e3
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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
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2026-08-18 16:24:58 +08:00 |
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xxm
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8c45b83c0b
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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)
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2026-08-18 16:20:07 +08:00 |
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xxm
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b81016a64b
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fix: per_stock_reassess 476行rr_ratio真正改为holding的(上次commit未生效,sed精确修)
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2026-08-18 15:47:59 +08:00 |
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xxm
|
73703649f3
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fix: per_stock_reassess 476行rr_ratio用holding的(修rr未定义NameError,RR由scanner定不覆盖)
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2026-08-18 15:42:47 +08:00 |
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xxm
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df4ea2faac
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fix: strategy_lifecycle RR用new_stop/new_target/price算(修NameError result未定义)
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2026-08-18 15:38:53 +08:00 |
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xxm
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a1e55e8ca8
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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)
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2026-08-18 15:11:21 +08:00 |
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xxm
|
0ca4e4b69f
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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
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2026-08-18 13:27:45 +08:00 |
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xxm
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13ff507a3e
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fix: rr_ratio 387/484行统一用entry/stop/tp算的rr,不再用lifecycle错值
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2026-08-18 12:35:27 +08:00 |
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xxm
|
b7535b9b24
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fix: rr_ratio统一用entry/stop/tp算(与promote同口径),不再用lifecycle的错值
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2026-08-18 12:33:10 +08:00 |
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xxm
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236c7bce1a
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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
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2026-08-18 12:30:53 +08:00 |
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xxm
|
c2ddb62c45
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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
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2026-08-18 12:25:45 +08:00 |
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xxm
|
396858fdab
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fix: per_stock_reassess rr_ratio=0 bug——lifecycle的rr_ratio为0时用entry/stop/tp自己算RR
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2026-08-18 12:22:41 +08:00 |
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xxm
|
d19a9c4039
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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
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2026-08-18 11:48:12 +08:00 |
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xxm
|
bec0de91df
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feat: LLM切换mimo-v2.5——DeepSeek涨价切便宜mimo(REASSESS_MODEL=mimo-v2.5,FALLBACK=deepseek-v4-flash)
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2026-08-18 11:37:13 +08:00 |
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xxm
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350a511a9e
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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
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2026-08-18 11:11:54 +08:00 |
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xxm
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01a60653f8
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fix: parse_response买入区0.0~0.0视为zone_cleared(elif)——清空脏值不残留
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2026-08-18 11:06:16 +08:00 |
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xxm
|
31f3da772d
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fix: parse_response买入区0.0~0.0视为zone_cleared——清空脏值不再残留
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2026-08-18 11:03:24 +08:00 |
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xxm
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9543dd52e8
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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
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2026-08-18 10:57:13 +08:00 |
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xxm
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7329c651b0
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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
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2026-08-18 10:50:51 +08:00 |
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xxm
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a09393f150
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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)
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2026-08-18 10:48:48 +08:00 |
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xxm
|
529ffaa33a
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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
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2026-08-18 10:26:36 +08:00 |
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xxm
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45e71b9879
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fix: REASSESS_TIMEOUT 120→300(LLM重评90-120s不够,老莫:至少300)
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2026-08-18 10:23:51 +08:00 |
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xxm
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f05f80f284
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fix: watchlist回注unknown时用旧candidates.sector fallback——不再产生unknown来源候选
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2026-08-18 10:20:30 +08:00 |
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xxm
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416f9f1874
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fix: promote加source_strategy→sector fallback——unknown时用sector,不再推送unknown策略
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2026-08-18 10:18:44 +08:00 |
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xxm
|
c8b08bade5
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fix: b_td1_v3_scanner补import time(我加重试时漏import致NameError二次崩溃,t_063136eb)
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2026-08-18 10:15:16 +08:00 |
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xxm
|
6508e8c0a0
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fix: regime_perf_daily.sh恢复可执行权限(100644→100755,否则cron不能执行)
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2026-08-18 10:08:40 +08:00 |
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xxm
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079371a968
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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
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2026-08-18 10:07:48 +08:00 |
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xxm
|
774e904fd1
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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)
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2026-08-18 10:05:07 +08:00 |
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xxm
|
0070141bce
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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
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2026-08-18 10:00:19 +08:00 |
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xxm
|
e18cf7e76e
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fix: b_td1_v3_scanner写candidates加database is locked重试(防15:01整点撞锁崩溃)
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2026-08-18 09:53:38 +08:00 |
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xxm
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a5452a89b1
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fix: staleness-check fix_action硬编码旧路径scripts/改正确deploy/profile-scripts/(t_1310bbdb)
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2026-08-18 09:49:37 +08:00 |
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xxm
|
f000444a2e
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fix: daily_kline_collector加database is locked指数退避重试(t_17ba6f5d, sz_b失败)
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2026-08-18 09:48:11 +08:00 |
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xxm
|
7c8a788bfc
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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)
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2026-08-18 09:30:35 +08:00 |
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xxm
|
a9ba8a27b4
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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
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2026-08-18 02:42:12 +08:00 |
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xxm
|
b0e6fa7dde
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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)
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2026-08-18 02:06:57 +08:00 |
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xxm
|
4568877154
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fix: ab_research_daily重写(修weak未定义), 记录温区覆盖薄弱点到research_log
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2026-08-18 01:55:19 +08:00 |
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xxm
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b5d6769fc0
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feat: AB路线每日研究脚本——记录温区覆盖薄弱点到strategy_research_log表
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2026-08-18 01:52:01 +08:00 |
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xxm
|
e793150ab5
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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
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2026-08-18 01:29:27 +08:00 |
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xxm
|
ca08969a8d
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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]
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2026-08-18 01:25:12 +08:00 |
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xxm
|
a73bc33eb0
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fix: hk_pe_oversold_v2_gen语法修复(去掉行内注释)+s2_panic_v2 DB config 60→20
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2026-08-17 23:14:45 +08:00 |
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xxm
|
9f4f8d625a
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fix: hk_pe_oversold_v2_gen max_hold回退40d(与DB一致,真实年化40d最优23.2%)
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2026-08-17 23:13:18 +08:00 |
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xxm
|
bdd318a896
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feat: mr_scanner(v_weak)max_hold 40→20d + accumulation补持有期定义(分温区trend_down 20d)
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2026-08-17 22:22:01 +08:00 |
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xxm
|
4986702de1
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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
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2026-08-17 22:19:46 +08:00 |
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xxm
|
0604532cfe
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fix: watchlist淘汰回注用strategy_name非v_mr硬编码(保留来源策略语义)
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2026-08-17 20:10:26 +08:00 |
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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)
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2026-08-17 20:07:54 +08:00 |
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xxm
|
a7a61e03bf
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fix: batch_reassess行业回退stock_sectors_em(300668等6只active此前无行业)
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2026-08-17 19:34:55 +08:00 |
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