 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 |
|
|
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 |
|
|
xxm
|
ec6bdcb648
|
fix: 破止损推送——重评后带完整操作原因+逻辑自洽(重评持有则不推卖出,止损更新到重评值)
|
2026-08-17 10:16:49 +08:00 |
|
|
xxm
|
1163d0cce1
|
fix: mcap_quantile改用stock_fundamentals.mcap_total——原amount为None导致全返回0.3被池条件挡掉(0候选根因)
|
2026-08-17 09:50:44 +08:00 |
|
|
xxm
|
057fdd23da
|
fix: scanner all_stocks纯code解包bug——b_td1_v3/s2_panic_v2实盘扫描不再崩
|
2026-08-17 09:33:47 +08:00 |
|
|
xxm
|
63aeecefad
|
feat: router择优激活——按当前温区评估资格+质量分(综合×普适)排序+家族去重取前3,温区切换自动轮换
|
2026-08-17 09:25:38 +08:00 |
|
|
xxm
|
f2959b30fa
|
fix: th函数加_colBtnsOn开关+渲染循环设置(第一个表格A股当前市才显示?§按钮)
|
2026-08-17 08:49:04 +08:00 |
|
|
xxm
|
2f9f370bde
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fix: ?§按钮只保留第一个温区表(A股当前市)表头,其余表格不再重复显示
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2026-08-17 08:44:58 +08:00 |
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xxm
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26246de454
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fix: renderGroup整体表移除rGrade引用(评分徽章仅温区行)——JS加载失败修复
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2026-08-17 08:28:21 +08:00 |
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xxm
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35932e3314
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spec: 策略评分分级标准公示(不合格≥2叉/待观察1叉/合格良好优秀3勾+综合分区间)
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2026-08-17 08:21:29 +08:00 |
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xxm
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3245c3b851
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feat: 温区表分区(已激活上区+备选下区折叠)+策略评分分级(不合格/待观察/合格/良好/优秀)+状态评分分离+综合排名效率惩罚修复
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2026-08-17 08:19:58 +08:00 |
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xxm
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f59460e206
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fix: 资格判定用当前激活温区(state)优先,best_regime回退——择优激活的v_lurk_v3不再被choppy误判
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2026-08-17 07:31:00 +08:00 |
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xxm
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31a2e066a4
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spec: 综合分列说明写清楚——置信系数(成交/40×月份/6线性打折)+效率因子(信号比≤2/5/10/10各档)具体公式
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2026-08-17 07:21:15 +08:00 |
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xxm
|
2998bfb06f
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feat: 择优激活规则(strategy_activation_selector)——质量分(综合分×普适有效年占比)排序+家族去重+出手上限,输出各温区应激活策略
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2026-08-17 04:01:26 +08:00 |
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xxm
|
da1c6299ed
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feat: 综合分加信号/成交比效率惩罚+温区表已激活/可激活徽章区分
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2026-08-17 03:56:24 +08:00 |
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xxm
|
ceb9fbf02d
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docs: b_td1_v3修正记录——原池+每日top5截断达成成交不变,区分持续型/事件型策略
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2026-08-17 03:07:42 +08:00 |
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xxm
|
23be0d7c76
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feat: b_td1_v3——原池(5000信号)+score每日top5截断,信号572/成交316/比1.8(v2超跌强化错误砍成交,已修正)
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2026-08-17 03:02:18 +08:00 |
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xxm
|
8f36517f9e
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fix: ⓘ§按钮放表头第二行(spec-th-col两行布局),列宽保持无横向滚动条
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2026-08-17 02:48:40 +08:00 |
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xxm
|
b930aa0f7a
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fix: helpBtns用模板字符串修复JS语法错误(单引号嵌套冲突)
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2026-08-17 02:24:07 +08:00 |
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xxm
|
aa053b5b22
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feat: 策略表表头加ⓘ§按钮——ⓘ显示该列含义(columns spec),§显示模块spec
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2026-08-17 02:13:03 +08:00 |
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xxm
|
726c8e0002
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spec: strategy.json 新增 columns 定义(16列)——每列含义/口径/注意,表头ⓘ§按钮数据源(SSOT)
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2026-08-17 02:06:31 +08:00 |
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xxm
|
484066a34a
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docs: 普适指标重构+多策略升级(b_td1_v2/hk_pe_oversold_v2)研究记录
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2026-08-17 01:56:58 +08:00 |
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xxm
|
58a78a734b
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feat: hk_pe_oversold_v2 生成器——深跌强化(mkt<-10)+每日top3截断,比9.3→1.9
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2026-08-17 01:54:39 +08:00 |
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xxm
|
c7167c1224
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fix: 前端普适列空格分隔(67 2/3年)
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2026-08-17 01:42:28 +08:00 |
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xxm
|
a82b8c72b7
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fix: 普适指标重复import bug(守卫回滚后补)+前端普适列显示有效年/总年
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2026-08-17 01:32:28 +08:00 |
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xxm
|
4a78664f72
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feat: 普适指标重构——跨独立年份有效性(有效年占比×覆盖因子)+特例剔除检验(leave1),体现非特例宗旨
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2026-08-17 01:22:17 +08:00 |
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xxm
|
a42a80827a
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feat: b_td1_v2 生成器——超跌强化(bias60<-20+rsi<40+sec<-10)+每日top3截断,2y信号/成交比14.2→1.8
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2026-08-17 01:08:40 +08:00 |
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xxm
|
9c6ce43476
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fix: 普适指标真实化——trades月份去重/温区总月份(原信号÷3估算使s2_panic虚高100分)
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2026-08-17 00:47:45 +08:00 |
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