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Author SHA1 Message Date
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 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