rebuild(stage-9): deliver deterministic intelligent screening

2026-07-30 05:15:17 +08:00
parent 6cb52e864a
commit 158257ebb8
46 changed files with 7322 additions and 34 deletions
@@ -0,0 +1,47 @@
+<script setup lang="ts">
+import type { Candidate, ScreenerRun } from "../../shared/api/screener";
+
+defineProps<{ run?: ScreenerRun; locked?: boolean }>();
+const emit = defineEmits<{ track: [candidate: Candidate] }>();
+
+function number(value: number | null, digits = 2): string {
+  return value === null ? "" : value.toFixed(digits);
+}
+</script>
+
+<template>
+  <section class="card screener-results" :class="{ 'locked-content': locked }" :aria-disabled="locked">
+    <header class="card-header">
+      <div>
+        <h2>候选结果</h2>
+        <p v-if="run" class="faint">{{ run.strategy_name }} · {{ run.selection_date }}</p>
+      </div>
+      <span v-if="run" class="tag">{{ run.items.length }} 只</span>
+    </header>
+    <div v-if="run?.status === 'data_incomplete'" class="notice notice-warning">
+      数据尚不完整：{{ run.missing_fields.join("、") }}
+    </div>
+    <div v-else-if="run?.status === 'failed'" class="notice notice-warning">
+      本次计算失败，已隔离该策略，不影响其他策略。
+    </div>
+    <div v-else-if="!run || run.status === 'no_signal' || !run.items.length" class="screener-empty">
+      <strong>暂无符合条件个股</strong>
+      <span>完整数据下无信号会保留为空，不补造候选。</span>
+    </div>
+    <div v-else class="data-table-wrap">
+      <table class="data-table">
+        <thead><tr><th>代码</th><th>股票</th><th>行业</th><th class="numeric">收盘价（元）</th><th class="numeric">涨跌幅（%）</th><th class="numeric">综合分</th><th>主要依据</th><th>操作</th></tr></thead>
+        <tbody>
+          <tr v-for="item in run.items" :key="item.identifier">
+            <td class="code-column">{{ item.code }}</td><td>{{ item.name }}</td><td>{{ item.sector }}</td>
+            <td class="numeric">{{ number(item.close) }}</td>
+            <td class="numeric" :class="{ up: Number(item.pct_chg) > 0, down: Number(item.pct_chg) < 0 }">{{ number(item.pct_chg) }}</td>
+            <td class="numeric"><strong>{{ number(item.score_display, 1) }}</strong></td>
+            <td class="wide-column">{{ item.reason }}</td>
+            <td><button class="btn btn-small" type="button" :disabled="locked" @click="emit('track', item)">加入跟踪</button></td>
+          </tr>
+        </tbody>
+      </table>
+    </div>
+  </section>
+</template>
@@ -0,0 +1,169 @@
+<script setup lang="ts">
+import { computed, ref, watch } from "vue";
+
+import type {
+  Candidate,
+  CustomStrategy,
+  FormulaCondition,
+  FormulaScore,
+  ScreenerFormula,
+  ScreenerRun,
+} from "../../shared/api/screener";
+import CandidateTable from "./CandidateTable.vue";
+
+const props = defineProps<{
+  factors: Record<string, string>;
+  factorGroups: Record<string, string[]>;
+  strategies: CustomStrategy[];
+  runs: ScreenerRun[];
+  locked: boolean;
+  busy: boolean;
+}>();
+const emit = defineEmits<{
+  save: [name: string, formula: ScreenerFormula];
+  run: [strategy: CustomStrategy];
+  remove: [strategy: CustomStrategy];
+  track: [run: ScreenerRun, candidate: Candidate];
+}>();
+
+const name = ref("我的选股策略");
+const selectedFactor = ref("return_20d");
+const scores = ref<FormulaScore[]>([
+  { field: "return_20d", weight: 60, direction: "desc" },
+  { field: "sector_strength", weight: 40, direction: "desc" },
+]);
+const filters = ref<FormulaCondition[]>([
+  { field: "amount_billion", op: ">=", value: 1 },
+]);
+const listedDays = ref(120);
+const outputLimit = ref(30);
+const minimumScore = ref(50);
+const excludeSt = ref(true);
+const selected = ref<number | null>(props.strategies[0]?.id ?? null);
+const current = computed(() => props.strategies.find((item) => item.id === selected.value));
+const run = computed(() =>
+  props.runs.find((item) => item.strategy_id === `custom-${selected.value}`),
+);
+const total = computed(() =>
+  scores.value.reduce((sum, item) => sum + Number(item.weight), 0),
+);
+
+watch(
+  () => props.strategies,
+  (items) => {
+    if (!items.some((item) => item.id === selected.value)) selected.value = items[0]?.id ?? null;
+  },
+);
+
+function addFactor(): void {
+  if (!selectedFactor.value || scores.value.some((item) => item.field === selectedFactor.value)) {
+    return;
+  }
+  scores.value.push({ field: selectedFactor.value, weight: 0, direction: "desc" });
+}
+
+function addFilter(): void {
+  filters.value.push({ field: "amount_billion", op: ">=", value: 1 });
+}
+
+function edit(strategy: CustomStrategy): void {
+  selected.value = strategy.id;
+  name.value = strategy.name;
+  scores.value = strategy.formula.score.map((item) => ({
+    ...item,
+    weight: Math.round(item.weight * 100),
+  }));
+  filters.value = strategy.formula.filters.map((item) => ({ ...item }));
+  listedDays.value = strategy.formula.universe.listed_days_min;
+  excludeSt.value = strategy.formula.universe.exclude_st;
+  outputLimit.value = strategy.formula.limit;
+  minimumScore.value = Math.round(strategy.formula.min_score * 100);
+}
+
+function save(): void {
+  emit("save", name.value, {
+    universe: {
+      exclude_st: excludeSt.value,
+      listed_days_min: Number(listedDays.value),
+    },
+    filters: filters.value.map((item) => ({ ...item, value: Number(item.value) })),
+    score: scores.value.map((item) => ({
+      ...item,
+      weight: Number(item.weight) / 100,
+    })),
+    limit: Number(outputLimit.value),
+    min_score: Number(minimumScore.value) / 100,
+  });
+}
+</script>
+
+<template>
+  <section class="custom-builder card" :class="{ 'locked-content': locked }" :aria-disabled="locked">
+    <div class="custom-factors">
+      <header class="card-header">
+        <h2>因子与权重</h2>
+        <span :class="['tag', { warning: total !== 100 }]">合计 {{ total }}%</span>
+      </header>
+      <div class="factor-add">
+        <select v-model="selectedFactor" class="select">
+          <optgroup v-for="(fields, group) in factorGroups" :key="group" :label="group">
+            <option v-for="field in fields" :key="field" :value="field">
+              {{ factors[field] }}
+            </option>
+          </optgroup>
+        </select>
+        <button class="btn" type="button" @click="addFactor">添加因子</button>
+      </div>
+      <div class="factor-list">
+        <div v-for="(item, index) in scores" :key="item.field">
+          <label>{{ factors[item.field] }}</label>
+          <select v-model="item.direction" class="select factor-direction">
+            <option value="desc">高优</option><option value="asc">低优</option>
+          </select>
+          <input v-model.number="item.weight" type="range" min="0" max="100">
+          <input v-model.number="item.weight" class="input numeric" type="number" min="0" max="100">
+          <button class="icon-button" type="button" title="移除因子" @click="scores.splice(index, 1)">×</button>
+        </div>
+      </div>
+    </div>
+    <div class="custom-filters">
+      <header class="card-header"><h2>过滤与输出</h2></header>
+      <div class="filter-list">
+        <div v-for="(item, index) in filters" :key="index">
+          <select v-model="item.field" class="select">
+            <option v-for="(label, field) in factors" :key="field" :value="field">{{ label }}</option>
+          </select>
+          <select v-model="item.op" class="select"><option>&gt;=</option><option>&gt;</option><option>&lt;=</option><option>&lt;</option><option>==</option><option>!=</option></select>
+          <input v-model.number="item.value" class="input numeric" type="number">
+          <button class="icon-button" type="button" title="移除条件" @click="filters.splice(index, 1)">×</button>
+        </div>
+        <button class="btn btn-small" type="button" @click="addFilter">添加条件</button>
+      </div>
+      <div class="custom-options">
+        <label class="field"><span>上市天数</span><input v-model.number="listedDays" class="input numeric" type="number" min="0" max="5000"></label>
+        <label class="field"><span>输出数量</span><input v-model.number="outputLimit" class="input numeric" type="number" min="1" max="50"></label>
+        <label class="field"><span>最低综合分（%）</span><input v-model.number="minimumScore" class="input numeric" type="number" min="0" max="100"></label>
+        <label class="switch-field"><input v-model="excludeSt" type="checkbox"><span>剔除ST与退市风险</span></label>
+      </div>
+      <div class="custom-save">
+        <label class="field"><span>策略名称</span><input v-model="name" class="input" maxlength="30"></label>
+        <button class="btn btn-primary" type="button" :disabled="busy || total !== 100 || !scores.length" @click="save">保存策略</button>
+      </div>
+    </div>
+  </section>
+  <section class="card custom-library" :class="{ 'locked-content': locked }" :aria-disabled="locked">
+    <header class="card-header"><h2>我的策略</h2><span class="tag">手动执行</span></header>
+    <div class="custom-strategy-list">
+      <button v-for="item in strategies" :key="item.id" type="button" :class="{ active: selected === item.id }" @click="selected = item.id">
+        <strong>{{ item.name }}</strong><span>第 {{ item.version }} 版</span>
+      </button>
+      <div v-if="!strategies.length" class="screener-empty"><span>保存后的自定义策略会出现在这里。</span></div>
+    </div>
+    <div v-if="current" class="custom-actions">
+      <button class="btn btn-primary" type="button" :disabled="busy" @click="emit('run', current)">执行选股</button>
+      <button class="btn" type="button" :disabled="busy" @click="edit(current)">编辑</button>
+      <button class="btn" type="button" :disabled="busy" @click="emit('remove', current)">删除</button>
+    </div>
+  </section>
+  <CandidateTable :run="run" :locked="locked" @track="(candidate) => run && emit('track', run, candidate)" />
+</template>
@@ -0,0 +1,80 @@
+<script setup lang="ts">
+import { onMounted, ref, watch } from "vue";
+import { useRouter } from "vue-router";
+
+import { screenerApi, type Candidate, type CustomStrategy, type ScreenerCatalog, type ScreenerFormula, type ScreenerRun, type ScreenerWorkspace } from "../../shared/api/screener";
+import EmptyState from "../../shared/components/EmptyState.vue";
+import { useMarketStore } from "../../shared/stores/market";
+import { useSessionStore } from "../../shared/stores/session";
+import { useUiStore } from "../../shared/stores/ui";
+import CustomPanel from "./CustomPanel.vue";
+import StagePanel from "./StagePanel.vue";
+import StrategyPanel from "./StrategyPanel.vue";
+
+const session = useSessionStore();
+const market = useMarketStore();
+const ui = useUiStore();
+const router = useRouter();
+const mode = ref<"stage" | "curated" | "custom">("stage");
+const catalog = ref<ScreenerCatalog | null>(null);
+const workspace = ref<ScreenerWorkspace | null>(null);
+const loading = ref(false);
+const busy = ref(false);
+const error = ref("");
+const locked = () => !session.account?.smart_access;
+
+async function load(): Promise<void> {
+  loading.value = true;
+  error.value = "";
+  try {
+    catalog.value = await screenerApi.catalog();
+    workspace.value = locked() ? null : await screenerApi.workspace(market.selectedDate);
+  } catch (reason) {
+    error.value = reason instanceof Error ? reason.message : "智能选股数据读取失败";
+  } finally {
+    loading.value = false;
+  }
+}
+async function saveCustom(name: string, formula: ScreenerFormula): Promise<void> {
+  busy.value = true;
+  try { await screenerApi.saveCustom(name, formula); ui.showToast("自定义策略已保存"); await load(); }
+  catch (reason) { ui.showToast(reason instanceof Error ? reason.message : "保存失败"); }
+  finally { busy.value = false; }
+}
+async function runCustom(strategy: CustomStrategy): Promise<void> {
+  busy.value = true;
+  try { await screenerApi.runCustom(strategy.id, market.selectedDate); ui.showToast("选股计算已完成"); await load(); }
+  catch (reason) { ui.showToast(reason instanceof Error ? reason.message : "执行失败"); }
+  finally { busy.value = false; }
+}
+async function removeCustom(strategy: CustomStrategy): Promise<void> {
+  busy.value = true;
+  try { await screenerApi.deleteCustom(strategy.id); ui.showToast("自定义策略已删除"); await load(); }
+  catch (reason) { ui.showToast(reason instanceof Error ? reason.message : "删除失败"); }
+  finally { busy.value = false; }
+}
+async function track(run: ScreenerRun, candidate: Candidate): Promise<void> {
+  try { await screenerApi.addTrack(run.id, candidate.identifier); ui.showToast(`${candidate.name} 已加入策略跟踪`); }
+  catch (reason) { ui.showToast(reason instanceof Error ? reason.message : "加入跟踪失败"); }
+}
+
+onMounted(load);
+watch(() => market.selectedDate, load);
+</script>
+
+<template>
+  <main class="page-frame screener-page">
+    <header class="page-header market-page-header">
+      <div><h1>智能选股</h1><p class="page-subtitle">数据日期 {{ workspace?.trade_date ?? market.selectedDate }} · 确定性条件与盘后归档</p></div>
+      <div class="page-actions"><button class="tracking-entry" type="button" @click="router.push('/workspace/screener/tracking')"><span>持续</span><strong>策略跟踪</strong></button><div class="seg-control"><button type="button" :class="{ active: mode === 'stage' }" @click="mode = 'stage'">阶段选股</button><button type="button" :class="{ active: mode === 'curated' }" @click="mode = 'curated'">策略选股</button><button type="button" :class="{ active: mode === 'custom' }" @click="mode = 'custom'">自定义选股</button></div></div>
+    </header>
+    <div v-if="locked()" class="notice notice-warning membership-lock"><span><strong>智能选股仅对会员开放</strong>，开通会员后可查看盘后候选并使用自定义选股。</span><button class="btn btn-small" type="button" @click="ui.openDialog('membership')">查看会员状态</button></div>
+    <div v-if="loading" class="card workspace-state">正在读取本地选股归档</div>
+    <EmptyState v-else-if="error" class="card" title="智能选股暂不可用" :description="error" />
+    <template v-else-if="catalog">
+      <StagePanel v-if="mode === 'stage'" :strategies="catalog.stage" :runs="workspace?.stage_runs ?? []" :locked="locked()" @track="track" />
+      <StrategyPanel v-else-if="mode === 'curated'" :strategies="catalog.curated" :runs="workspace?.curated_runs ?? []" :labels="catalog.factors" :locked="locked()" @track="track" />
+      <CustomPanel v-else :factors="catalog.factors" :factor-groups="catalog.factor_groups" :strategies="workspace?.custom_strategies ?? []" :runs="workspace?.custom_runs ?? []" :locked="locked()" :busy="busy" @save="saveCustom" @run="runCustom" @remove="removeCustom" @track="track" />
+    </template>
+  </main>
+</template>
@@ -0,0 +1,29 @@
+<script setup lang="ts">
+import { computed, ref } from "vue";
+
+import type { Candidate, ScreenerRun, ScreenerStrategy } from "../../shared/api/screener";
+import CandidateTable from "./CandidateTable.vue";
+
+const props = defineProps<{ strategies: ScreenerStrategy[]; runs: ScreenerRun[]; locked: boolean }>();
+const emit = defineEmits<{ track: [run: ScreenerRun, candidate: Candidate] }>();
+const selected = ref(props.runs[0]?.strategy_id ?? props.strategies[0]?.id ?? "");
+const run = computed(() => props.runs.find((item) => item.strategy_id === selected.value) ?? props.runs[0]);
+const strategy = computed(() => props.strategies.find((item) => item.id === (run.value?.strategy_id ?? selected.value)));
+</script>
+
+<template>
+  <section class="stage-overview card" :class="{ 'locked-content': locked }" :aria-disabled="locked">
+    <header class="stage-heading">
+      <div><span>当前阶段自动候选</span><strong>{{ strategy?.display_name ?? "等待盘后判定" }}</strong></div>
+      <p>{{ strategy?.description ?? "每日收盘数据定稿后自动生成，结果允许为空。" }}</p>
+      <span class="tag">盘后自动</span>
+    </header>
+    <div class="stage-flow" aria-label="自动选股流程">
+      <span class="done">阶段识别</span><i></i><span class="done">策略匹配</span><i></i><span class="done">自动计算</span><i></i><span>结果归档</span>
+    </div>
+    <nav v-if="runs.length > 1" class="stage-run-tabs" aria-label="当日阶段策略">
+      <button v-for="item in runs" :key="item.id" type="button" :class="{ active: selected === item.strategy_id }" @click="selected = item.strategy_id">{{ item.strategy_name }}</button>
+    </nav>
+  </section>
+  <CandidateTable :run="run" :locked="locked" @track="(candidate) => run && emit('track', run, candidate)" />
+</template>
@@ -0,0 +1,47 @@
+<script setup lang="ts">
+import { computed, ref } from "vue";
+
+import type { Candidate, ScreenerRun, ScreenerStrategy } from "../../shared/api/screener";
+import CandidateTable from "./CandidateTable.vue";
+
+const props = defineProps<{ strategies: ScreenerStrategy[]; runs: ScreenerRun[]; labels: Record<string, string>; locked: boolean }>();
+const emit = defineEmits<{ track: [run: ScreenerRun, candidate: Candidate] }>();
+const query = ref("");
+const category = ref("全部流派");
+const view = ref<"list" | "grid">("list");
+const categories = computed(() => ["全部流派", ...new Set(props.strategies.map((item) => item.formula.meta?.category ?? "其他"))]);
+const filtered = computed(() => props.strategies.filter((item) => {
+  const matchCategory = category.value === "全部流派" || item.formula.meta?.category === category.value;
+  return matchCategory && (!query.value.trim() || item.name.includes(query.value.trim()));
+}));
+const selected = ref(props.strategies[0]?.id ?? "");
+const strategy = computed(() => props.strategies.find((item) => item.id === selected.value) ?? filtered.value[0]);
+const run = computed(() => props.runs.find((item) => item.strategy_id === strategy.value?.id));
+const regimeLabels: Record<string, string> = { ice: "冰点", repair: "修复", fermentation: "发酵", climax: "高潮", divergence: "分化", retreat: "退潮" };
+</script>
+
+<template>
+  <section class="strategy-layout" :class="{ 'locked-content': locked }" :aria-disabled="locked">
+    <aside class="card strategy-library">
+      <header class="card-header"><h2>策略库</h2><span class="tag">{{ filtered.length }} 套</span></header>
+      <div class="strategy-tools">
+        <input v-model="query" class="input" type="search" placeholder="搜索策略">
+        <select v-model="category" class="select"><option v-for="item in categories" :key="item">{{ item }}</option></select>
+        <div class="seg-control" aria-label="排列方式"><button type="button" :class="{ active: view === 'list' }" title="列表排列" @click="view = 'list'">≡</button><button type="button" :class="{ active: view === 'grid' }" title="图标排列" @click="view = 'grid'">▦</button></div>
+      </div>
+      <div class="strategy-items" :class="`is-${view}`">
+        <button v-for="item in filtered" :key="item.id" type="button" :class="{ active: strategy?.id === item.id }" @click="selected = item.id">
+          <strong>{{ item.display_name }}</strong><small>{{ item.formula.meta?.category }}</small>
+          <span :class="['strategy-status', runs.find((run) => run.strategy_id === item.id)?.status]">{{ runs.find((run) => run.strategy_id === item.id)?.status === 'completed' ? '有候选' : runs.find((run) => run.strategy_id === item.id)?.status === 'data_incomplete' ? '数据不足' : '暂无信号' }}</span>
+        </button>
+      </div>
+    </aside>
+    <article class="card strategy-detail">
+      <header><div><span>{{ strategy?.formula.meta?.category }}</span><h2>{{ strategy?.display_name }}</h2></div><span class="tag">每日盘后</span></header>
+      <p>{{ strategy?.description }}</p>
+      <dl><div><dt>适用环境</dt><dd>{{ strategy?.formula.meta?.suitable_environment }}</dd></div><div><dt>主要失效风险</dt><dd>{{ strategy?.formula.meta?.failure_risk }}</dd></div><div><dt>适用阶段</dt><dd>{{ strategy?.regimes.map((item) => regimeLabels[item]).join(" · ") }}</dd></div></dl>
+      <div class="strategy-conditions"><h3>选股条件</h3><span v-for="condition in strategy?.formula.filters" :key="`${condition.field}-${condition.op}`">{{ labels[condition.field] }} {{ condition.op }} {{ Array.isArray(condition.value) ? condition.value.join(' 至 ') : condition.value }}</span></div>
+    </article>
+  </section>
+  <CandidateTable :run="run" :locked="locked" @track="(candidate) => run && emit('track', run, candidate)" />
+</template>
@@ -0,0 +1,36 @@
+<script setup lang="ts">
+import { onMounted, ref } from "vue";
+import { useRouter } from "vue-router";
+
+import { screenerApi, type StrategyTrack } from "../../shared/api/screener";
+import EmptyState from "../../shared/components/EmptyState.vue";
+import { useUiStore } from "../../shared/stores/ui";
+
+const router = useRouter();
+const ui = useUiStore();
+const rows = ref<StrategyTrack[]>([]);
+const loading = ref(true);
+const error = ref("");
+async function load(): Promise<void> {
+  loading.value = true;
+  try { rows.value = await screenerApi.tracks(); }
+  catch (reason) { error.value = reason instanceof Error ? reason.message : "策略跟踪读取失败"; }
+  finally { loading.value = false; }
+}
+async function remove(row: StrategyTrack): Promise<void> {
+  try { await screenerApi.removeTrack(row.id); ui.showToast(`${row.name} 已停止跟踪`); await load(); }
+  catch (reason) { ui.showToast(reason instanceof Error ? reason.message : "操作失败"); }
+}
+function number(value: number | null): string { return value === null ? "" : value.toFixed(2); }
+onMounted(load);
+</script>
+
+<template>
+  <main class="page-frame tracking-page">
+    <header class="page-header"><div><button class="btn btn-ghost" type="button" @click="router.push('/workspace/screener')">← 返回智能选股</button><h1>策略持续跟踪</h1><p class="page-subtitle">仅跟踪手动加入的候选，按账户独立保存</p></div></header>
+    <div v-if="loading" class="card workspace-state">正在读取跟踪记录</div>
+    <EmptyState v-else-if="error" class="card" title="跟踪记录暂不可用" :description="error" />
+    <EmptyState v-else-if="!rows.length" class="card" title="暂无跟踪记录" description="从任一候选结果中点击“加入跟踪”后，记录会出现在这里。" />
+    <section v-else class="card tracking-table"><div class="data-table-wrap"><table class="data-table"><thead><tr><th>代码</th><th>股票</th><th>策略</th><th>入选日期</th><th class="numeric">入选价（元）</th><th class="numeric">T+1开盘（%）</th><th class="numeric">T+1收盘（%）</th><th class="numeric">T+3收盘（%）</th><th class="numeric">T+5收盘（%）</th><th class="numeric">最大涨幅（%）</th><th class="numeric">最大回撤（%）</th><th>操作</th></tr></thead><tbody><tr v-for="row in rows" :key="row.id"><td>{{ row.code }}</td><td>{{ row.name }}</td><td>{{ row.strategy_name }}</td><td>{{ row.selection_date }}</td><td class="numeric">{{ number(row.entry_price) }}</td><td class="numeric">{{ number(row.t1_open_return) }}</td><td class="numeric">{{ number(row.t1_return) }}</td><td class="numeric">{{ number(row.t3_return) }}</td><td class="numeric">{{ number(row.t5_return) }}</td><td class="numeric up">{{ number(row.max_gain) }}</td><td class="numeric down">{{ number(row.max_drawdown) }}</td><td><button class="btn btn-small" type="button" @click="remove(row)">停止</button></td></tr></tbody></table></div></section>
+  </main>
+</template>