fix(HEL-356): complete Shenwan industry signal

Co-authored-by: multica-agent <github@multica.ai>

backend/data/providers/tushare_industries.py

@@ -169,6 +169,16 @@ class ShenwanIndustryMixin:
                     )
                 else:
                     outer_error = rt_error or outer_error
+                if not outer_precise:
+                    # The exact SW L2 member set and every member's final daily bar
+                    # are already available.  Use their equal-weight move as an
+                    # explicitly labelled provisional outer value until Tushare's
+                    # official sw_daily row is published.
+                    daily = {"change": equal_change}
+                    actual_trade_date = trade_date
+                    outer_precise = True
+                    outer_source = "sw_member_equal_daily"
+                    outer_error = ""
             else:
                 try:
                     snapshot = self._sw_realtime_sector_snapshot(
@@ -520,6 +530,12 @@ class ShenwanIndustryMixin:
             for item in members
         }
         equal_change = sum(item["change"] for item in valid) / len(valid) if valid else 0
+        if not outer_precise and inner_precise:
+            official_change = equal_change
+            outer_precise = True
+            outer_source = "sw_member_equal_realtime"
+            outer_error = ""
+            quote_date = trade_date
         amount_billion = sum(_number(item.get("amount")) for item in valid) / 100000000
         market_rows: list[dict[str, Any]] = []
         try:
@@ -642,6 +658,11 @@ class ShenwanIndustryMixin:
                     return {}, "", f"申万行业 {sector_code} 盘后正式数据待入库"
                 return {}, "", f"数据中枢申万实时暂不可用：{message[:180]}"
             if row:
+                actual_name = str(row.get("name") or "").strip()
+                if sector_name and actual_name != str(sector_name).strip():
+                    return {}, "", (
+                        f"数据中枢返回的行业名称不匹配：期望 {sector_name}，实际 {actual_name or '--'}"
+                    )
                 return dict(row), str(row.get("source") or "datahub"), ""
         if finalized:
             return {}, "", f"申万行业 {sector_code} 当日盘后正式数据尚未入库"

backend/features/heaven/engine.py

@@ -802,7 +802,11 @@ def _market_line_scores(
         {},
     )
     sector_quantitative_mode = str(sector.get("_quantitative_mode") or "")
-    actual_sector_source = str(sector.get("source") or "").startswith("tushare_")
+    sector_source = str(sector.get("source") or "")
+    actual_sector_source = (
+        sector_source.startswith("tushare_")
+        or "sw_member_equal_" in sector_source
+    )
     if (sector.get("realtime") and actual_sector_source) or sector_quantitative_mode == "intraday":
         sector_change = float(sector.get("change") or 0)
         sector_change_score = _clamp(sector_change / 5, -1, 1)
@@ -831,8 +835,13 @@ def _market_line_scores(
             f"成分上涨 {int(sector_up)} 家、下跌 {int(sector_down)} 家",
             f"平均换手 {float(sector.get('turnover_rate') or 0):.2f}%，相对市场 {float(sector.get('relative_turnover') or 0):.2f} 倍",
         ]
+        sector_change_label = (
+            "申万二级行业成分等权涨跌"
+            if "sw_member_equal_" in sector_source
+            else "申万二级行业官方涨跌"
+        )
         sector_outer_evidence = [
-            f"申万二级行业官方涨跌 {sector_change:+.2f}%",
+            f"{sector_change_label} {sector_change:+.2f}%",
             f"领涨 {sector.get('leader') or '--'} {float(sector.get('leading_pct') or 0):+.2f}%",
         ]
     elif actual_sector_source or sector_quantitative_mode == "historical":

backend/features/heaven/manual.py

@@ -28,7 +28,7 @@ class HeavenManualMixin:
             "sector_coverage": {"line": 3, "label": "成分行情覆盖率", "unit": "%", "min": 0, "max": 100},
             "sector_relative_turnover": {"line": 3, "label": "行业相对市场换手", "unit": "倍", "min": 0, "max": 20},
             "sector_member_equal_change": {"line": 3, "label": "成分等权涨跌幅", "unit": "%", "min": -100, "max": 100},
-            "sector_change": {"line": 4, "label": "申万官方涨跌幅", "unit": "%", "min": -100, "max": 100},
+            "sector_change": {"line": 4, "label": "申万行业涨跌幅", "unit": "%", "min": -100, "max": 100},
             "sector_leading_pct": {"line": [3, 4], "label": "行业领涨股涨跌幅", "unit": "%", "min": -100, "max": 100},
             "market_sentiment_score": {"line": 5, "label": "市场情绪温度", "unit": "分", "min": 0, "max": 100},
             "market_seal_rate": {"line": 5, "label": "封板率", "unit": "%", "min": 0, "max": 100},

config/architecture-inventory.json

@@ -473,8 +473,8 @@
     },
     {
       "path": "backend/features/heaven/engine.py",
-      "bytes": 51764,
+      "bytes": 52046,
-      "lines": 1183
+      "lines": 1192
     },
     {
       "path": "frontend/index.html",
@@ -483,8 +483,8 @@
     },
     {
       "path": "backend/data/providers/tushare_industries.py",
-      "bytes": 37786,
+      "bytes": 38936,
-      "lines": 873
+      "lines": 894
     },
     {
       "path": "backend/features/screener/catalog.py",

tests/test_hel494_regressions.py

@@ -384,3 +384,39 @@ class MemberQuoteCoverageTests(unittest.TestCase):
         self.assertEqual(snapshot["change"], 1.5)
         self.assertNotIn("权限", snapshot.get("outer_error") or "")
         self.assertNotIn("rt_sw_k", snapshot.get("outer_error") or "")
+
+    def test_closed_uses_complete_member_daily_when_sector_quote_is_wrong(self) -> None:
+        client = TushareClient(token="demo")
+        client.resolve_trade_context = lambda _date: ("20260909", "20260908")
+        client.sw_stock_industry = MagicMock(
+            return_value={"l2_code": "801074.SI", "l2_name": "专用设备"}
+        )
+        client._sw_sector_members = MagicMock(return_value=[
+            {"ts_code": "603011.SH", "name": "合锻智能"},
+            {"ts_code": "000821.SZ", "name": "京山轻机"},
+        ])
+        client._stock_listing_reference = MagicMock(return_value={})
+        client._load_daily = MagicMock(return_value=[
+            {"ts_code": "603011.SH", "name": "合锻智能", "pct_chg": 2, "amount": 1e8},
+            {"ts_code": "000821.SZ", "name": "京山轻机", "pct_chg": -1, "amount": 1e8},
+        ])
+        client._confirmed_suspended_members = MagicMock(return_value=[])
+        client.query = MagicMock(return_value=[])
+        client.try_sector_quote = MagicMock(return_value={
+            "code": "801074.SI",
+            "name": "托育服务",
+            "change": -2.19,
+            "quote_date": "20260909",
+            "quote_time": "2026-09-09T15:00:00+08:00",
+            "source": "eastmoney_sw",
+        })
+
+        snapshot = client.sw_sector_snapshot(
+            "603011.SH", "20260909", allow_realtime_close=True
+        )
+
+        self.assertTrue(snapshot["precise"])
+        self.assertEqual(snapshot["name"], "专用设备")
+        self.assertEqual(snapshot["change"], 0.5)
+        self.assertEqual(snapshot["outer_source"], "sw_member_equal_daily")
+        self.assertEqual(snapshot["outer_error"], "")

xiaobai-datahub/datahub/realtime_serve.py

@@ -197,17 +197,22 @@ def fetch_sector_quote(db: HubDB, code: str, expected_date: str = "") -> dict[st
     if ts_code.isdigit():
         ts_code = f"{ts_code}.SI"
     cache_key = f"sector:{ts_code}"
+    canonical_name = _canonical_sw_name(db, ts_code)
     cached = _read_cache(db, cache_key)
-    if cached is not None:
+    if cached is not None and _sector_payload_matches(cached, canonical_name):
         return cached
     errors: list[str] = []
     try:
         row = EastmoneyAdapter().fetch_shenwan_quote(ts_code)
+        if not _sector_row_matches(row, canonical_name):
+            raise AdapterError(
+                f"industry name mismatch: expected {canonical_name}, got {row.get('name') or '--'}"
+            )
         source = str(row.get("source") or "eastmoney_sw")
     except Exception as exc:
         errors.append(f"eastmoney:{exc}")
         recovered = _load_quotes_lkg(db, cache_key, expected_date)
-        if recovered is not None:
+        if recovered is not None and _sector_payload_matches(recovered, canonical_name):
             return recovered
         raise RealtimeApiError(
             "SOURCE_UNAVAILABLE",
@@ -217,7 +222,7 @@ def fetch_sector_quote(db: HubDB, code: str, expected_date: str = "") -> dict[st
     quote_date = str(row.get("quote_date") or "")
     if want and quote_date and quote_date != want:
         recovered = _load_quotes_lkg(db, cache_key, want)
-        if recovered is not None:
+        if recovered is not None and _sector_payload_matches(recovered, canonical_name):
             return recovered
         raise RealtimeApiError("SOURCE_UNAVAILABLE", f"sector quote date {quote_date} != {want}")
     payload = _envelope(
@@ -235,6 +240,29 @@ def fetch_sector_quote(db: HubDB, code: str, expected_date: str = "") -> dict[st
     return payload
 
 
+def _canonical_sw_name(db: HubDB, ts_code: str) -> str:
+    row = db.fetchone(
+        "SELECT name FROM sector_master WHERE ts_code = ? AND family = 'sw'",
+        (ts_code,),
+    )
+    if not row:
+        row = db.fetchone(
+            "SELECT name FROM eod_sector_daily WHERE ts_code = ? AND family = 'sw' "
+            "ORDER BY trade_date DESC LIMIT 1",
+            (ts_code,),
+        )
+    return str((row or {}).get("name") or "").strip()
+
+
+def _sector_row_matches(row: dict[str, Any], canonical_name: str) -> bool:
+    return not canonical_name or str(row.get("name") or "").strip() == canonical_name
+
+
+def _sector_payload_matches(payload: dict[str, Any], canonical_name: str) -> bool:
+    data = payload.get("data") if isinstance(payload, dict) else None
+    return isinstance(data, dict) and _sector_row_matches(data, canonical_name)
+
+
 def fetch_limit_pool(db: HubDB, trade_date: str = "") -> dict[str, Any]:
     day = yyyymmdd(trade_date or now_shanghai())
     cache_key = f"limit-pool:{day}"
@@ -489,18 +517,29 @@ def warm_realtime(db: HubDB) -> dict[str, Any]:
     try:
         masters = db.fetchall(
             """
-            SELECT ts_code FROM sector_master WHERE family = 'sw'
+            SELECT ts_code, name, 0 AS priority FROM sector_master WHERE family = 'sw'
-            UNION
+            UNION ALL
-            SELECT ts_code FROM eod_sector_daily WHERE family = 'sw'
+            SELECT ts_code, name, 1 AS priority FROM eod_sector_daily WHERE family = 'sw'
-            ORDER BY ts_code
+            ORDER BY priority, ts_code
             """
         )
-        codes = [str(row.get("ts_code") or "") for row in masters if row.get("ts_code")]
+        canonical_names: dict[str, str] = {}
-        sector_rows = _eastmoney_sector_quotes(codes)
+        for master in masters:
-        for row in sector_rows:
+            master_code = str(master.get("ts_code") or "")
+            master_name = str(master.get("name") or "").strip()
+            if master_code and master_name:
+                canonical_names.setdefault(master_code, master_name)
+        codes = list(canonical_names)
+        fetched_sector_rows = _eastmoney_sector_quotes(codes)
+        for row in fetched_sector_rows:
             if _row_quote_date(row, today) != today:
                 continue
             code = str(row.get("ts_code") or "").upper()
+            if not _sector_row_matches(row, canonical_names.get(code, "")):
+                result["errors"].append(
+                    f"sector:{code}:industry name mismatch"
+                )
+                continue
             payload = _envelope(
                 row,
                 {
@@ -513,6 +552,7 @@ def warm_realtime(db: HubDB) -> dict[str, Any]:
                 },
             )
             _write_cache(db, f"sector:{code}", payload, INDEX_TTL, "eastmoney_sw")
+            sector_rows.append(row)
         result["sectors"] = len(sector_rows)
         result["rows"] += len(sector_rows)
     except Exception as exc:

xiaobai-datahub/tests/test_realtime_intraday.py

@@ -9,7 +9,7 @@ from datahub.adapters.base import AdapterError
 from datahub.adapters.eastmoney import HIS_TRENDS_URL, TRENDS_URL, EastmoneyAdapter, _normalize_market_quote
 from datahub.adapters.tencent import _tencent_symbol
 from datahub.db import HubDB
-from datahub.realtime_serve import fetch_intraday
+from datahub.realtime_serve import fetch_intraday, fetch_sector_quote
 from datahub.serving import ApiError, V1API
 from datahub.timeutil import now_shanghai, yyyymmdd
 
@@ -110,6 +110,33 @@ class IntradayLkgTests(unittest.TestCase):
         self.assertIn("intraday unavailable", str(ctx.exception))
 
 
+class SectorQuoteIdentityTests(unittest.TestCase):
+    def setUp(self) -> None:
+        self.tmp = tempfile.TemporaryDirectory()
+        self.db = HubDB(Path(self.tmp.name) / "hub.db")
+        self.db.execute(
+            "INSERT INTO sector_master(ts_code,name,family,updated_at) VALUES (?,?,?,?)",
+            ("801074.SI", "专用设备", "sw", "2026-09-09T10:00:00+08:00"),
+        )
+
+    def tearDown(self) -> None:
+        self.tmp.cleanup()
+
+    def test_rejects_same_numeric_code_from_different_taxonomy(self) -> None:
+        wrong = {
+            "ts_code": "801074.SI",
+            "name": "托育服务",
+            "change": -2.19,
+            "quote_date": "20260909",
+            "source": "eastmoney_sw",
+        }
+        with patch("datahub.realtime_serve.EastmoneyAdapter") as mocked:
+            mocked.return_value.fetch_shenwan_quote.return_value = wrong
+            with self.assertRaises(Exception) as ctx:
+                fetch_sector_quote(self.db, "801074.SI", "20260909")
+        self.assertIn("industry name mismatch", str(ctx.exception))
+
+
 class ServingIntradayDateTests(unittest.TestCase):
     def setUp(self) -> None:
         self.tmp = tempfile.TemporaryDirectory()