 xxm
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a817d303a9
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feat: 数据实体Tab加多写方风险维度(老莫思维提升)——holding_strategies 10写方等高风险标红,孤立死实体标注。修复mofin_db elif缩进
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2026-08-19 23:44:37 +08:00 |
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xxm
|
fea6340228
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docs: 补全4类重评体系(3.3b)——选股/买触发/卖触发/盘前全量,明确12维必须LLM+进区触发重评维持才发+冷却期三原则(老莫,2026-08-19)
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2026-08-19 23:00:44 +08:00 |
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xxm
|
3be8e53b13
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docs: 架构修复记录——holding_strategies多写入方+快照污染(P2深挖发现/计划/结果)
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2026-08-19 16:47:06 +08:00 |
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xxm
|
3cbd76f7ee
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feat(P2-B+C): 权威保护加固——per_stock重评24h内其他源不得覆写参数(解决参数覆盖反复出bug)。A+D快照瘦身已前置
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2026-08-19 16:40:25 +08:00 |
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xxm
|
88885eae76
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fix(P2-A+D): 快照瘦身——write_holding_strategy先对比新旧内容,无变化不快照(66%垃圾快照消除)。对比关键字段:entry/stop/tp/signal/rr
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2026-08-19 16:36:19 +08:00 |
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xxm
|
fcce626c1a
|
chore(P3): 清理一次性建卡脚本到trashbox(卡已写入DB,脚本无引用)——setup_strategy_defs/add_position_mgmt/add_trend_defs
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2026-08-19 14:35:30 +08:00 |
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xxm
|
63db67079a
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fix(P1): fund_flow_alert改走alert_helper统一网关(ACTION级)——替代直连5805旁路
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2026-08-19 14:25:29 +08:00 |
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xxm
|
eda87ac2ee
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fix(P1): review_needed_watchdog对接DB——strategy_lifecycle写holding_strategies.status=review_needed但此watchdog读废弃decisions.json(永远空跑)。改读DB+4h冷却防重复重评+走alert_helper统一网关(ACTINO级)
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2026-08-19 14:23:36 +08:00 |
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xxm
|
2aa5e41616
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fix: 螺旋监控僵尸会话反复告警——①僵尸(msgs停滞)跳过②去重窗口50→200③真螺旋(msgs快速增)才XMPP,普通嫌疑只日志(老莫:3分钟前还在收螺旋嫌疑)
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2026-08-19 11:59:28 +08:00 |
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xxm
|
6989a8f8b7
|
feat: 持仓异动监控——检测急涨急跌/放量/20日突破/深套反弹,ACTION级推送(老莫:中科电气异动无通知的教训)
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2026-08-19 11:09:00 +08:00 |
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xxm
|
0e09da12db
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fix: refresh_macro_context大盘描述用真实温区(不写死震荡)——当前trend_up→大盘强势(趋势市)
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2026-08-19 11:03:15 +08:00 |
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xxm
|
551ced8d31
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fix: 消息信噪比——①stale_push_wlin无操作时静默(落实老莫8/14:zone_notes只记日志)②refresh_macro_context大盘描述用真实温区(不写死震荡)
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2026-08-19 10:59:31 +08:00 |
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xxm
|
73ff64ed4b
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chore: position_management策略卡脚本入库(add_position_mgmt.py)
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2026-08-19 00:56:40 +08:00 |
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xxm
|
47e6890bba
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feat: 换仓决策模块——资金不足时E_new(新票预期)vs E_hold(持仓深套查表)对比,卖E最低的凑钱(老莫:能代码算的不让LLM拍脑袋)。重评注入换仓方案
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2026-08-19 00:06:02 +08:00 |
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xxm
|
6dd4373898
|
feat: collect_data补全——①switched用attributed策略定义评估(600262切v8.1后按v8.1评)②无策略/失效持仓用position_management框架③当前温区合格策略注入(regime_active)
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2026-08-18 22:23:17 +08:00 |
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xxm
|
e3cb8460df
|
feat: collect_data持仓处置上下文——switched用attributed定义+深套判定+无策略/失效持仓用position_management框架+当前温区合格策略(老莫:处置决策要有明确策略)
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2026-08-18 22:21:57 +08:00 |
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xxm
|
5acf78d33b
|
fix: 更换策略归类提示加强——必须写候选列表策略代码名(v_next等),禁描述性文字(600262案例LLM写了'趋势回调'匹配失败)
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2026-08-18 21:40:25 +08:00 |
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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
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2026-08-18 21:37:39 +08:00 |
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xxm
|
4af4bda7b3
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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)
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2026-08-18 21:30:14 +08:00 |
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xxm
|
845df7768b
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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)
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2026-08-18 21:02:20 +08:00 |
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xxm
|
8b5499bab1
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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)
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2026-08-18 20:31:27 +08:00 |
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xxm
|
6b846941aa
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fix: sync_strategy_def bindings数不匹配(updated_at字面量误占位)
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2026-08-18 20:25:34 +08:00 |
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xxm
|
9b04fe1943
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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)
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2026-08-18 20:24:59 +08:00 |
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xxm
|
82bdd76b85
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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)
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2026-08-18 20:20:11 +08:00 |
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xxm
|
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
|
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
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2026-08-18 18:48:29 +08:00 |
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xxm
|
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
|
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)
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2026-08-18 16:28:04 +08:00 |
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|
xxm
|
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
|
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
|
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
|
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
|
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)
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2026-08-18 15:11:21 +08:00 |
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xxm
|
a65a351f32
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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
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2026-08-18 13:32:15 +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
|
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
|
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
|
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
|
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
|
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
|
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
|
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
|
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
|
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
|
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)
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2026-08-18 10:48:48 +08:00 |
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|
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
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2026-08-18 10:26:36 +08:00 |
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