rebuild(stage-9): deliver deterministic intelligent screening
This commit is contained in:
leefer
@@ -0,0 +1,172 @@
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const fs = require("node:fs");
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const path = require("node:path");
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const { expect, test } = require("@playwright/test");
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const evidence = path.resolve(__dirname, "../../docs/evidence/stage-9");
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test.beforeAll(() => fs.mkdirSync(evidence, { recursive: true }));
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async function authenticate(page, username, password) {
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await page.goto("/");
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await page.getByLabel("账号名").fill(username);
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await page.getByLabel("密码").fill(password);
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await page.getByRole("button", { name: "登录", exact: true }).click();
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await expect(page.locator(".sidebar, .field-error")).toBeVisible();
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if (!(await page.locator(".sidebar").isVisible())) {
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await page.getByRole("tab", { name: "注册" }).click();
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await page.getByRole("button", { name: "注册并登录" }).click();
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}
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}
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const formula = {
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universe: { exclude_st: true, listed_days_min: 120 },
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filters: [{ field: "amount_billion", op: ">=", value: 1 }],
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score: [
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{ field: "return_20d", weight: 0.6, direction: "desc" },
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{ field: "sector_strength", weight: 0.4, direction: "desc" },
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],
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limit: 30,
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min_score: 0.5,
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meta: {
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category: "趋势追踪",
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suitable_environment: "趋势明确且成交活跃的市场",
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failure_risk: "震荡轮动过快时信号容易反复",
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},
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};
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const stageStrategy = {
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id: "stage-ice",
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version: 1,
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kind: "stage",
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name: "冰点抗跌先手",
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display_name: "冰点抗跌先手",
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description: "寻找冰点中保持相对强度、低波动且有板块承接的个股，允许无结果。",
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regimes: ["ice"],
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formula,
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};
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const curated = [
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{ ...stageStrategy, id: "curated-01", kind: "curated", name: "连续分红质量", display_name: "连续分红质量" },
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{ ...stageStrategy, id: "curated-02", kind: "curated", name: "动态多因子（基础版）", display_name: "动态多因子（基础版）", formula: { ...formula, meta: { ...formula.meta, category: "多因子" } } },
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];
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const candidate = {
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identifier: "000001.SZ",
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code: "000001",
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name: "平安银行",
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sector: "银行",
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close: 12.35,
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pct_chg: 2.4,
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amount_billion: 18.6,
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score_display: 86.5,
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reason: "中期动量与行业强度居前",
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risk_flags: [],
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};
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function run(id, mode, name, status = "completed") {
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return {
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id,
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mode,
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strategy_id: mode === "custom" ? "custom-7" : mode === "stage" ? "stage-ice" : `curated-0${id - 1}`,
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strategy_name: name,
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selection_date: "2026-07-30",
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status,
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coverage: 1,
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missing_fields: [],
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items: status === "completed" ? [candidate] : [],
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error_message: "",
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};
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}
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const catalog = {
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factor_groups: { "行情与动量": ["return_20d", "amount_billion"], "板块与行业": ["sector_strength"] },
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factors: { return_20d: "20日涨幅", amount_billion: "成交额", sector_strength: "板块强度" },
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stage: [stageStrategy],
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curated,
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};
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const workspace = {
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trade_date: "2026-07-30",
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message: "",
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catalog,
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stage_runs: [run(1, "stage", "冰点抗跌先手")],
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curated_runs: [run(2, "curated", "连续分红质量"), run(3, "curated", "动态多因子（基础版）", "no_signal")],
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custom_strategies: [{ id: 7, name: "我的选股策略", version: 2, formula }],
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custom_runs: [run(4, "custom", "我的选股策略")],
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};
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const track = {
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id: 9,
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code: "000001",
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name: "平安银行",
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sector: "银行",
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selection_date: "2026-07-30",
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strategy_name: "连续分红质量",
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entry_price: 12.35,
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t1_open_return: 1.2,
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t1_return: 2.4,
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t3_return: 4.1,
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t5_return: 6.8,
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max_gain: 8.2,
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max_drawdown: -1.6,
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observed_days: 5,
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};
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async function mockScreener(page) {
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await page.route("**/api/screener/catalog", (route) => route.fulfill({ contentType: "application/json", body: JSON.stringify(catalog) }));
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await page.route("**/api/screener?*", (route) => route.fulfill({ contentType: "application/json", body: JSON.stringify(workspace) }));
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await page.route("**/api/screener/tracks", (route) => {
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const body = route.request().method() === "GET" ? [track] : { id: 9 };
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return route.fulfill({ contentType: "application/json", body: JSON.stringify(body) });
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});
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}
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test("stage 9 screening preserves deterministic modes, explicit tracking and responsive layout", async ({ page }) => {
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const consoleErrors = [];
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page.on("console", (message) => {
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if (message.type() === "error" && !message.text().includes("401 (Unauthorized)")) consoleErrors.push(message.text());
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});
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await mockScreener(page);
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await authenticate(page, "stage4admin", "Stage4-pass-123!");
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await page.goto("/workspace/screener");
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await expect(page.getByText("当前阶段自动候选")).toBeVisible();
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await expect(page.getByText("中期动量与行业强度居前")).toBeVisible();
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await page.getByRole("button", { name: "加入跟踪" }).click();
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await expect(page.getByRole("status")).toContainText("已加入策略跟踪");
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await page.screenshot({ path: path.join(evidence, "stage-light-1920x1080.jpg"), type: "jpeg", quality: 82 });
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await page.getByRole("button", { name: "策略选股" }).click();
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await expect(page.getByText("策略库")).toBeVisible();
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await expect(page.getByText("动态多因子（基础版）", { exact: true })).toBeVisible();
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await page.getByTitle("图标排列").click();
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await expect(page.locator(".strategy-items")).toHaveClass(/is-grid/);
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await page.getByRole("button", { name: "自定义选股" }).click();
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await expect(page.getByText("合计 100%")).toBeVisible();
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await expect(page.getByRole("button", { name: "我的选股策略 第 2 版" })).toBeVisible();
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await page.getByRole("button", { name: "夜间" }).click();
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await page.setViewportSize({ width: 390, height: 844 });
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expect(await page.evaluate(() => document.documentElement.scrollWidth - window.innerWidth)).toBeLessThanOrEqual(0);
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await page.screenshot({ path: path.join(evidence, "custom-dark-390x844.jpg"), type: "jpeg", quality: 82 });
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await page.getByRole("button", { name: "持续 策略跟踪" }).click();
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await expect(page.getByRole("heading", { name: "策略持续跟踪" })).toBeVisible();
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await expect(page.locator(".topbar-title")).toHaveText("智能选股");
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await expect(page.getByText("6.80", { exact: true })).toBeVisible();
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expect(await page.evaluate(() => document.documentElement.scrollWidth - window.innerWidth)).toBeLessThanOrEqual(0);
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await page.screenshot({ path: path.join(evidence, "tracking-dark-390x844.jpg"), type: "jpeg", quality: 82 });
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expect(consoleErrors).toEqual([]);
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});
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test("nonmembers see the same screening structure in a disabled state", async ({ page }) => {
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await page.route("**/api/screener/catalog", (route) => route.fulfill({ contentType: "application/json", body: JSON.stringify(catalog) }));
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await authenticate(page, "stage4user", "Stage4-user-123!");
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await page.goto("/workspace/screener");
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await expect(page.getByText("智能选股仅对会员开放")).toBeVisible();
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await expect(page.getByText("当前阶段自动候选")).toBeVisible();
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await expect(page.locator(".stage-overview")).toHaveAttribute("aria-disabled", "true");
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await page.getByRole("button", { name: "自定义选股" }).click();
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await expect(page.getByText("因子与权重")).toBeVisible();
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await expect(page.locator(".custom-builder")).toHaveAttribute("aria-disabled", "true");
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});
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@@ -110,7 +110,7 @@ def test_real_account_schema_can_upgrade_and_rollback(tmp_path) -> None:
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database = Database(tmp_path / "app.db")
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runner = MigrationRunner(database)
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assert runner.upgrade(MIGRATIONS) == (1, 2, 3, 4, 5, 6)
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assert runner.upgrade(MIGRATIONS) == (1, 2, 3, 4, 5, 6, 7)
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assert {
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"users",
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"memberships",
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@@ -128,8 +128,15 @@ def test_real_account_schema_can_upgrade_and_rollback(tmp_path) -> None:
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"market_insight_snapshots",
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"seat_aliases",
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"watchlist_entries",
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"screener_factor_snapshots",
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"screener_factor_values",
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"screener_runs",
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"custom_screener_strategies",
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"strategy_tracks",
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"strategy_track_bars",
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"strategy_track_events",
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} <= table_names(database)
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assert runner.downgrade(MIGRATIONS, target_version=0) == (6, 5, 4, 3, 2, 1)
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assert runner.downgrade(MIGRATIONS, target_version=0) == (7, 6, 5, 4, 3, 2, 1)
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assert "users" not in table_names(database)
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assert "llm_models" not in table_names(database)
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@@ -0,0 +1,333 @@
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from __future__ import annotations
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import json
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import pytest
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from backend.database.connection import Database
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from backend.database.migrations import MIGRATIONS, MigrationRunner
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from backend.features.screener.catalog import (
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CatalogError,
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factor_catalog,
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strategy_catalog,
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validate_formula,
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)
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from backend.features.screener.engine import execute_formula
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from backend.features.screener.repository import ScreenerRepository, decode_track
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from backend.features.screener.service import automatic_strategies
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def _formula(field: str = "close", *, minimum: float = 0) -> dict:
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return {
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"universe": {"exclude_st": True, "listed_days_min": 120},
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"filters": [{"field": field, "op": ">", "value": minimum}],
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"score": [{"field": field, "weight": 1.0, "direction": "desc"}],
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"limit": 10,
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"min_score": 0,
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}
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def _row(identifier: str, close: float | None) -> dict:
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return {
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"identifier": identifier,
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"code": identifier.split(".")[0],
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"name": identifier,
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"sector": "测试行业",
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"listed_days": 500,
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"is_st": False,
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"close": close,
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"pct_chg": 1,
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"amount_billion": 2,
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}
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def _users(database: Database) -> None:
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with database.transaction() as connection:
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connection.executemany(
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"""
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INSERT INTO users (
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id, username, username_key, password_hash, is_admin,
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status, created_at, updated_at
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) VALUES (?, ?, ?, 'hash', 0, 'active', '2026-07-30', '2026-07-30')
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""",
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((1, "account-a", "account-a"), (2, "account-b", "account-b")),
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)
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def _snapshot(database: Database, repository: ScreenerRepository) -> int:
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with database.transaction() as connection:
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return repository.save_factor_snapshot(
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connection,
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trade_date="2026-07-30",
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version="fixture-v1",
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observed_at="2026-07-30T15:10:00+08:00",
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state="final",
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sources=["fixture"],
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coverage={"market": 1},
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rows=[_row("000001.SZ", 10)],
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)
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def test_catalog_has_the_exact_reviewed_scope() -> None:
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factors = factor_catalog()
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strategies = strategy_catalog()
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assert len(factors["factors"]) == 109
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assert len(strategies) == 36
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assert sum(item["kind"] == "stage" for item in strategies) == 7
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assert sum(item["kind"] == "curated" for item in strategies) == 29
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assert {item["id"] for item in strategies if item["kind"] == "curated"} == {
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f"curated-{index:02d}" for index in range(1, 30)
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}
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def test_curated_strategies_run_independently_of_emotion_phase() -> None:
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for regime in ("ice", "repair", "fermentation", "climax", "divergence", "retreat"):
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_stage, curated = automatic_strategies(regime)
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assert len(curated) == 29
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assert {item["id"] for item in curated} == {
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f"curated-{index:02d}" for index in range(1, 30)
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}
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def test_formula_is_deterministic_and_best_value_scores_first() -> None:
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rows = [_row("000002.SZ", 20), _row("000001.SZ", 20), _row("000003.SZ", 10)]
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first = execute_formula(rows, _formula(), {"market": 1})
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second = execute_formula(list(reversed(rows)), _formula(), {"market": 1})
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assert first == second
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assert [item["identifier"] for item in first["items"]] == [
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"000001.SZ",
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"000002.SZ",
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"000003.SZ",
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]
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assert first["items"][0]["score"] == 1
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assert first["items"][-1]["score"] == 0
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def test_missing_required_factor_and_complete_no_match_are_distinct() -> None:
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incomplete = execute_formula(
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[{**_row("000001.SZ", 10), "roic": None}],
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_formula("roic"),
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{"financial": 1},
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)
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no_signal = execute_formula(
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[_row("000001.SZ", 10)],
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_formula(minimum=100),
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{"market": 1},
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)
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assert incomplete["status"] == "data_incomplete"
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assert incomplete["missing_fields"] == ["roic"]
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assert no_signal["status"] == "no_signal"
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assert no_signal["missing_fields"] == []
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def test_formula_weights_must_total_one_hundred_percent() -> None:
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formula = _formula()
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formula["score"][0]["weight"] = 0.9
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with pytest.raises(CatalogError, match="100%"):
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validate_formula(formula)
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def test_formula_rejects_invalid_comparisons_and_duplicate_scores() -> None:
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malformed = _formula()
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malformed["filters"][0] = {"field": "close", "op": "between", "value": [20]}
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with pytest.raises(CatalogError, match="两个边界"):
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validate_formula(malformed)
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duplicate = _formula()
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duplicate["score"].append({"field": "close", "weight": 0.5, "direction": "desc"})
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duplicate["score"][0]["weight"] = 0.5
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with pytest.raises(CatalogError, match="不能重复"):
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validate_formula(duplicate)
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def test_custom_strategies_and_tracks_are_account_isolated(tmp_path) -> None:
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database = Database(tmp_path / "screener.db")
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MigrationRunner(database).upgrade(MIGRATIONS)
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repository = ScreenerRepository()
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_users(database)
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snapshot_id = _snapshot(database, repository)
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with database.transaction() as connection:
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first = repository.save_custom_strategy(connection, 1, "我的策略", _formula())
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repository.save_custom_strategy(connection, 2, "我的策略", _formula())
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run = repository.begin_run(
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connection,
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owner_user_id=None,
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mode="curated",
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strategy_id="curated-01",
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strategy_name="测试策略",
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strategy_version=1,
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selection_date="2026-07-30",
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factor_snapshot_id=snapshot_id,
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)
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repository.finish_run(
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connection,
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int(run["id"]),
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status="completed",
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coverage=1,
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missing_fields=[],
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result=[{**_row("000001.SZ", 10), "score": 1}],
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)
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repository.add_track(
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connection,
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user_id=1,
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run=run,
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candidate={**_row("000001.SZ", 10), "score": 1},
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)
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with database.read() as connection:
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assert [row["id"] for row in repository.custom_strategies(connection, 1)] == [first["id"]]
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assert len(repository.custom_strategies(connection, 2)) == 1
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assert len(repository.tracks(connection, 1)) == 1
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assert repository.tracks(connection, 2) == ()
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def test_running_a_strategy_never_creates_tracking_rows(tmp_path) -> None:
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database = Database(tmp_path / "runs.db")
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MigrationRunner(database).upgrade(MIGRATIONS)
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repository = ScreenerRepository()
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_users(database)
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snapshot_id = _snapshot(database, repository)
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with database.transaction() as connection:
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run = repository.begin_run(
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connection,
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owner_user_id=None,
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mode="curated",
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strategy_id="curated-01",
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strategy_name="测试策略",
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strategy_version=1,
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selection_date="2026-07-30",
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factor_snapshot_id=snapshot_id,
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)
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repository.finish_run(
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connection,
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int(run["id"]),
|
||||
status="completed",
|
||||
coverage=1,
|
||||
missing_fields=[],
|
||||
result=[{**_row("000001.SZ", 10), "score": 1}],
|
||||
)
|
||||
|
||||
with database.read() as connection:
|
||||
assert repository.tracks(connection, 1) == ()
|
||||
stored = connection.execute(
|
||||
"SELECT result_json FROM screener_runs WHERE id = ?", (run["id"],)
|
||||
).fetchone()
|
||||
assert len(json.loads(stored["result_json"])) == 1
|
||||
|
||||
|
||||
def test_tracking_statistics_and_milestone_events_are_persistent_and_idempotent(tmp_path) -> None:
|
||||
database = Database(tmp_path / "tracking.db")
|
||||
MigrationRunner(database).upgrade(MIGRATIONS)
|
||||
repository = ScreenerRepository()
|
||||
_users(database)
|
||||
snapshot_id = _snapshot(database, repository)
|
||||
|
||||
with database.transaction() as connection:
|
||||
run = repository.begin_run(
|
||||
connection,
|
||||
owner_user_id=None,
|
||||
mode="curated",
|
||||
strategy_id="curated-01",
|
||||
strategy_name="测试策略",
|
||||
strategy_version=1,
|
||||
selection_date="2026-07-30",
|
||||
factor_snapshot_id=snapshot_id,
|
||||
)
|
||||
repository.finish_run(
|
||||
connection,
|
||||
int(run["id"]),
|
||||
status="completed",
|
||||
coverage=1,
|
||||
missing_fields=[],
|
||||
result=[{**_row("000001.SZ", 10), "score": 1}],
|
||||
)
|
||||
track_id = repository.add_track(
|
||||
connection,
|
||||
user_id=1,
|
||||
run=run,
|
||||
candidate={**_row("000001.SZ", 10), "score": 1},
|
||||
)
|
||||
bars = (
|
||||
("2026-07-31", 10.5, 11.2, 9.5, 11.0),
|
||||
("2026-08-03", 11.0, 11.5, 10.0, 10.5),
|
||||
("2026-08-04", 10.5, 12.5, 10.2, 12.0),
|
||||
("2026-08-05", 12.0, 12.2, 9.0, 11.5),
|
||||
("2026-08-06", 11.5, 14.0, 11.0, 13.0),
|
||||
)
|
||||
for trade_date, open_price, high, low, close in bars:
|
||||
repository.save_track_bar(
|
||||
connection,
|
||||
track_id,
|
||||
trade_date,
|
||||
{"open": open_price, "high": high, "low": low, "close": close},
|
||||
)
|
||||
assert repository.record_track_event(connection, track_id, "t1") is True
|
||||
assert repository.record_track_event(connection, track_id, "t1") is False
|
||||
assert repository.record_track_event(connection, track_id, "t5") is True
|
||||
assert repository.record_track_event(connection, track_id, "t5") is False
|
||||
|
||||
with database.read() as connection:
|
||||
track = repository.tracks(connection, 1)[0]
|
||||
decoded = decode_track(track, repository.track_bars(connection, track_id))
|
||||
events = connection.execute(
|
||||
"SELECT milestone FROM strategy_track_events WHERE track_id = ? ORDER BY milestone",
|
||||
(track_id,),
|
||||
).fetchall()
|
||||
|
||||
assert decoded["t1_open_return"] == 5
|
||||
assert decoded["t1_return"] == 10
|
||||
assert decoded["t3_return"] == 20
|
||||
assert decoded["t5_return"] == 30
|
||||
assert decoded["max_gain"] == 40
|
||||
assert decoded["max_drawdown"] == -10
|
||||
assert decoded["observed_days"] == 5
|
||||
assert [row["milestone"] for row in events] == ["t1", "t5"]
|
||||
|
||||
|
||||
def test_repeated_after_close_run_uses_one_persistent_run(tmp_path) -> None:
|
||||
database = Database(tmp_path / "idempotent.db")
|
||||
MigrationRunner(database).upgrade(MIGRATIONS)
|
||||
repository = ScreenerRepository()
|
||||
_users(database)
|
||||
snapshot_id = _snapshot(database, repository)
|
||||
|
||||
with database.transaction() as connection:
|
||||
first = repository.begin_run(
|
||||
connection,
|
||||
owner_user_id=None,
|
||||
mode="curated",
|
||||
strategy_id="curated-01",
|
||||
strategy_name="测试策略",
|
||||
strategy_version=1,
|
||||
selection_date="2026-07-30",
|
||||
factor_snapshot_id=snapshot_id,
|
||||
)
|
||||
repository.finish_run(
|
||||
connection,
|
||||
int(first["id"]),
|
||||
status="no_signal",
|
||||
coverage=1,
|
||||
missing_fields=[],
|
||||
result=[],
|
||||
)
|
||||
repeated = repository.begin_run(
|
||||
connection,
|
||||
owner_user_id=None,
|
||||
mode="curated",
|
||||
strategy_id="curated-01",
|
||||
strategy_name="测试策略",
|
||||
strategy_version=1,
|
||||
selection_date="2026-07-30",
|
||||
factor_snapshot_id=snapshot_id,
|
||||
)
|
||||
count = connection.execute("SELECT COUNT(*) AS total FROM screener_runs").fetchone()
|
||||
|
||||
assert repeated["id"] == first["id"]
|
||||
assert count["total"] == 1
|
||||
@@ -0,0 +1,63 @@
|
||||
from __future__ import annotations
|
||||
|
||||
import httpx
|
||||
|
||||
from backend.bootstrap.application import create_application
|
||||
from backend.bootstrap.settings import Settings
|
||||
from tests.support import run_scenario
|
||||
from tests.test_accounts import (
|
||||
ADMIN_PASSWORD,
|
||||
USER_PASSWORD,
|
||||
csrf_headers,
|
||||
register,
|
||||
use_session,
|
||||
)
|
||||
|
||||
|
||||
def _formula() -> dict:
|
||||
return {
|
||||
"universe": {"exclude_st": True, "listed_days_min": 120},
|
||||
"filters": [{"field": "close", "op": ">", "value": 1}],
|
||||
"score": [{"field": "close", "weight": 1, "direction": "desc"}],
|
||||
"limit": 10,
|
||||
"min_score": 0.5,
|
||||
}
|
||||
|
||||
|
||||
def test_screener_catalog_lock_and_custom_strategy_boundary(tmp_path) -> None:
|
||||
application = create_application(Settings.for_test(tmp_path))
|
||||
|
||||
async def scenario(client: httpx.AsyncClient) -> None:
|
||||
_, admin = await register(client, "admin-screener", ADMIN_PASSWORD)
|
||||
client.cookies.clear()
|
||||
_, regular = await register(client, "regular-screener", USER_PASSWORD)
|
||||
|
||||
catalog = await client.get("/api/screener/catalog")
|
||||
assert catalog.status_code == 200
|
||||
assert len(catalog.json()["factors"]) == 109
|
||||
|
||||
locked = await client.get("/api/screener?date=2026-07-30")
|
||||
assert locked.status_code == 403
|
||||
assert locked.json()["error"]["code"] == "membership_required"
|
||||
rejected = await client.put(
|
||||
"/api/screener/custom",
|
||||
headers=csrf_headers(regular),
|
||||
json={"name": "越权策略", "formula": _formula()},
|
||||
)
|
||||
assert rejected.status_code == 403
|
||||
|
||||
use_session(client, admin)
|
||||
workspace = await client.get("/api/screener?date=2026-07-30")
|
||||
assert workspace.status_code == 200
|
||||
assert workspace.json()["trade_date"] is None
|
||||
saved = await client.put(
|
||||
"/api/screener/custom",
|
||||
headers=csrf_headers(admin),
|
||||
json={"name": "我的策略", "formula": _formula()},
|
||||
)
|
||||
assert saved.status_code == 200
|
||||
assert saved.json()["name"] == "我的策略"
|
||||
refreshed = await client.get("/api/screener?date=2026-07-30")
|
||||
assert [item["name"] for item in refreshed.json()["custom_strategies"]] == ["我的策略"]
|
||||
|
||||
run_scenario(application, scenario)
|
||||
Reference in New Issue
Block a user