migration: preserve screener and tracking slice

2026-07-31 03:57:07 +08:00
parent cf2aad28ec
commit 4bab921d14
28 changed files with 4810 additions and 4152 deletions
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+# 切片 06：智能选股、自定义选股与策略持续跟踪
+
+> 基线：`cf2aad2`（切片 05）
+> 回档标签：`xiaobai-preservation-slice-06-20260731`
+> 结论：源码、API、数据库、真实页面和全量回归通过；最终视觉仍等待全站人工验收
+
+## 1. 原实现归位
+
+本切片只机械移动原版选股实现，没有从`next/`取用代码，也没有改写策略、因子、权重、排序、
+盘后候选或跟踪逻辑。
+
+| 原位置 | 新的唯一实现位置 | 兼容方式 |
+|---|---|---|
+| `app/screener.py` | `app/backend/features/screener/engine.py` | 根级模块指向同一模块对象 |
+| `app/advanced_strategies.py` | `app/backend/features/screener/strategies.py` | 根级模块指向同一模块对象 |
+| `app/llm_strategy.py` | `app/backend/features/screener/compiler.py` | 根级模块指向同一模块对象 |
+| `DashboardService`选股入口 | `app/backend/features/screener/service.py` | `ScreenerServiceMixin` |
+| `ReviewDatabase`选股持久化方法 | `app/backend/features/screener/repository.py` | `ScreenerRepositoryMixin` |
+| 原策略持续跟踪服务 | `app/backend/features/screener/tracking.py` | 容器直接导入唯一实现 |
+
+四个同时服务公共行情与选股的方法归入`MarketRepositoryMixin`，没有复制第二套实现：
+`upsert_stock_master`、`list_stock_master`、`upsert_daily_bars`、`daily_bars_for_date`。
+
+## 2. 源码与接口等价
+
+- `test_preservation_slice_screener.py`逐项验证选股引擎、29套策略定义、自然语言策略编译器、
+  13个服务方法、25个选股持久化方法和跟踪服务与原版等价。
+- 三个根级兼容模块与正式模块暴露同一模块及类对象；原类不再重复保留已移动方法。
+- 原版与迁移版的`/api/screener/setup`、`/api/screener/tracking`和`/api/screener/run`
+  状态码及业务JSON一致。
+- 差分仅规范化策略启动刷新和顺序执行必然变化的数组顺序与`updated_at`；其他字段仍逐项比较。
+- 请求与差分结果见`api-requests.json`和`api-diff.json`。
+
+## 3. 数据库差分
+
+- 两个临时副本均为62个schema对象，结构完全一致。
+- 13张关键表逐行一致，覆盖约143万条日线、77万条技术指标和51万条竞价因子。
+- `screener_runs`两边均为251行；会话和运行时间戳只在临时副本内规范化。
+- 正式`data/review.db`和`app/data/review.db`未写入测试策略、测试会话或差分时间戳。
+- 完整表计数与哈希见`database-diff.json`。
+
+## 4. 真实浏览器检查
+
+- 已登录迁移版真实服务，分别检查阶段选股、策略选股、自定义选股和策略持续跟踪。
+- 阶段选股显示退潮、置信度92%、匹配策略和262日因子就绪状态；策略选股载入29套策略。
+- 自定义选股保留因子权重、过滤条件、公式入口、手动执行和独立候选结果。
+- 跟踪页只展示手动加入的候选，批次、标的、T+1/T+3进度、胜率和移除操作均正常。
+- 各检查状态无横向溢出、无加载遮罩残留，浏览器控制台无错误。
+- 截图SHA-256：
+  - `curated-screener.jpg`：`529ecd0947b34b42eb63d166c6804b0041e26fa362a171e4d0d7b584e073c05e`
+  - `custom-screener.jpg`：`7f31f50d44bc63a488277be0a74232e2ac256779d0accda42b96cc1eef88cc6e`
+  - `tracking.jpg`：`b19b1bc0cd4a98c29500917676bdcc4cc9a430a0c72dea8aff1110ad911db6e3`
+
+## 5. 自动验证与保留边界
+
+| 验证 | 结果 |
+|---|---:|
+| 原版`python -m unittest discover -s tests -q` | 231项通过 |
+| 迁移版`python -m unittest discover -s tests -q` | 265项通过 |
+| `python -m unittest tests.test_preservation_slice_screener -q` | 7项通过 |
+| `npx.cmd playwright test --reporter=dot` | 45项通过 |
+| `git diff --check` | 通过 |
+
+- Windows下由Playwright自行创建静态服务器时存在子进程不退出的测试基线问题；复用独立的8876
+  测试服务器后45项用例在2.1分钟内通过并正常返回退出码0。
+- 选股引擎保留原版数据客户端依赖，边界测试将其与普通页面Service区分；后续只可在不改变行为且有
+  独立差分证据时治理该依赖。
+- 前端资产保持原位置，切片10再按页面职责归档；本切片没有改DOM、CSS、动画或交互。
+- 没有删除待定代码、没有修改正式数据库、没有切换Docker/NAS。
@@ -0,0 +1,38 @@
+{
+  "all_equal": true,
+  "endpoints": [
+    {
+      "name": "盘后自动候选与策略库",
+      "method": "GET",
+      "endpoint": "/api/screener/setup?trade_date=2026-07-30",
+      "original_status": 200,
+      "migrated_status": 200,
+      "original_sha256": "e33a10e94accda4948c2af53887ea97736697f588ee1a92f561aa5c4bb28c2fd",
+      "migrated_sha256": "e33a10e94accda4948c2af53887ea97736697f588ee1a92f561aa5c4bb28c2fd",
+      "equal": true,
+      "first_difference": null
+    },
+    {
+      "name": "策略持续跟踪",
+      "method": "GET",
+      "endpoint": "/api/screener/tracking?limit=12",
+      "original_status": 200,
+      "migrated_status": 200,
+      "original_sha256": "f4476f53152b6a2ce01f2918da5999246cfd0ad7d0b71e80fdea8fa59c7456c2",
+      "migrated_sha256": "f4476f53152b6a2ce01f2918da5999246cfd0ad7d0b71e80fdea8fa59c7456c2",
+      "equal": true,
+      "first_difference": null
+    },
+    {
+      "name": "自定义选股执行",
+      "method": "POST",
+      "endpoint": "/api/screener/run",
+      "original_status": 200,
+      "migrated_status": 200,
+      "original_sha256": "b3866e7d270aa222bd2bad0c0276b7e81ccd48e5f3a75941a32ef8e559a92c7b",
+      "migrated_sha256": "b3866e7d270aa222bd2bad0c0276b7e81ccd48e5f3a75941a32ef8e559a92c7b",
+      "equal": true,
+      "first_difference": null
+    }
+  ]
+}
@@ -0,0 +1,59 @@
+[
+  {
+    "name": "盘后自动候选与策略库",
+    "method": "GET",
+    "endpoint": "/api/screener/setup?trade_date=2026-07-30",
+    "sort_lists": {
+      "$.strategies": "id"
+    },
+    "exclude_paths": [
+      "$.strategies[].updated_at"
+    ]
+  },
+  {
+    "name": "策略持续跟踪",
+    "method": "GET",
+    "endpoint": "/api/screener/tracking?limit=12"
+  },
+  {
+    "name": "自定义选股执行",
+    "method": "POST",
+    "endpoint": "/api/screener/run",
+    "exclude_paths": [
+      "$.result.meta.updated_at"
+    ],
+    "payload": {
+      "trade_date": "2026-07-30",
+      "regime": "retreat",
+      "strategy_name": "保真迁移差分策略",
+      "mode": "quant",
+      "run_backtest": false,
+      "formula": {
+        "meta": {
+          "library": "quant",
+          "category": "量化公式"
+        },
+        "universe": {
+          "exclude_st": true,
+          "listed_days_min": 120
+        },
+        "filters": [
+          {
+            "field": "pct_chg",
+            "op": "between",
+            "value": [-2, 2]
+          }
+        ],
+        "score": [
+          {
+            "field": "amount_billion",
+            "weight": 1,
+            "direction": "desc"
+          }
+        ],
+        "limit": 5,
+        "min_score": 0
+      }
+    }
+  }
+]
@@ -0,0 +1,115 @@
+{
+  "all_equal": true,
+  "schema": {
+    "object_count": 62,
+    "original_sha256": "60a4e044f0ddb6502e44b45f65bedc1a0a31d4bd596f386d4ccfe153a6c8ddd1",
+    "migrated_sha256": "60a4e044f0ddb6502e44b45f65bedc1a0a31d4bd596f386d4ccfe153a6c8ddd1",
+    "equal": true
+  },
+  "tables": [
+    {
+      "table": "stock_master",
+      "original_count": 5535,
+      "migrated_count": 5535,
+      "original_sha256": "8656e2d189d3520433fb3552e17998e4bf17bcf6838403cddc6719282b23e792",
+      "migrated_sha256": "8656e2d189d3520433fb3552e17998e4bf17bcf6838403cddc6719282b23e792",
+      "equal": true
+    },
+    {
+      "table": "daily_bars",
+      "original_count": 1430501,
+      "migrated_count": 1430501,
+      "original_sha256": "d72a06755d92d6be95ab4f4c98a4718e973bee59d4f381b01acb963b6d7ae9e6",
+      "migrated_sha256": "d72a06755d92d6be95ab4f4c98a4718e973bee59d4f381b01acb963b6d7ae9e6",
+      "equal": true
+    },
+    {
+      "table": "benchmark_bars",
+      "original_count": 261,
+      "migrated_count": 261,
+      "original_sha256": "691f7666dddcfdf7ebe8ba1d3e1ddd8f2d9670d1d7a06e740a929f3ef32ec1c9",
+      "migrated_sha256": "691f7666dddcfdf7ebe8ba1d3e1ddd8f2d9670d1d7a06e740a929f3ef32ec1c9",
+      "equal": true
+    },
+    {
+      "table": "daily_indicators",
+      "original_count": 770238,
+      "migrated_count": 770238,
+      "original_sha256": "cd5a71c7d8de201ff2e3e58c64e2617a31d247911732fbddf81acb025d31fde9",
+      "migrated_sha256": "cd5a71c7d8de201ff2e3e58c64e2617a31d247911732fbddf81acb025d31fde9",
+      "equal": true
+    },
+    {
+      "table": "fundamental_indicators",
+      "original_count": 49490,
+      "migrated_count": 49490,
+      "original_sha256": "4b6859256063d3a0238ba3cbbbe2842f1278cf88d44b0f6114f1af978b8bfa7d",
+      "migrated_sha256": "4b6859256063d3a0238ba3cbbbe2842f1278cf88d44b0f6114f1af978b8bfa7d",
+      "equal": true
+    },
+    {
+      "table": "moneyflow_daily",
+      "original_count": 36368,
+      "migrated_count": 36368,
+      "original_sha256": "f7591dec150c7e0094568e3c46d77fc54e14a803223e15940dc54af1017bd83d",
+      "migrated_sha256": "f7591dec150c7e0094568e3c46d77fc54e14a803223e15940dc54af1017bd83d",
+      "equal": true
+    },
+    {
+      "table": "earnings_events",
+      "original_count": 580,
+      "migrated_count": 580,
+      "original_sha256": "ebac03fe9ef491a6d6d2b5bc8f5ee08b609fa0ebe5992087fa067216490a6b9d",
+      "migrated_sha256": "ebac03fe9ef491a6d6d2b5bc8f5ee08b609fa0ebe5992087fa067216490a6b9d",
+      "equal": true
+    },
+    {
+      "table": "auction_factors",
+      "original_count": 511914,
+      "migrated_count": 511914,
+      "original_sha256": "3d0470787adaf7c4cf5f15f5ad9fa1d67c8fcd4807285ac264eeacdcf5054cd1",
+      "migrated_sha256": "3d0470787adaf7c4cf5f15f5ad9fa1d67c8fcd4807285ac264eeacdcf5054cd1",
+      "equal": true
+    },
+    {
+      "table": "popularity_factors",
+      "original_count": 232,
+      "migrated_count": 232,
+      "original_sha256": "3f4c61a13ceaa1ed9ecb28f86241a8a478a6757d6a44b46f432f73c0226bba7f",
+      "migrated_sha256": "3f4c61a13ceaa1ed9ecb28f86241a8a478a6757d6a44b46f432f73c0226bba7f",
+      "equal": true
+    },
+    {
+      "table": "lhb_institution_daily",
+      "original_count": 47,
+      "migrated_count": 47,
+      "original_sha256": "1f847eac34d2ba576b429da208667f3b67b591d36ee66800803605bbc447970c",
+      "migrated_sha256": "1f847eac34d2ba576b429da208667f3b67b591d36ee66800803605bbc447970c",
+      "equal": true
+    },
+    {
+      "table": "screener_strategies",
+      "original_count": 36,
+      "migrated_count": 36,
+      "original_sha256": "e58859dbd478272d71bf85b6bc4ba45e609baccba74bb818b044d93bafa07312",
+      "migrated_sha256": "e58859dbd478272d71bf85b6bc4ba45e609baccba74bb818b044d93bafa07312",
+      "equal": true
+    },
+    {
+      "table": "screener_runs",
+      "original_count": 251,
+      "migrated_count": 251,
+      "original_sha256": "117b0b95a362c91ddd70ca2def1e62e96e0ade2494ba4302bab5154c8d384498",
+      "migrated_sha256": "117b0b95a362c91ddd70ca2def1e62e96e0ade2494ba4302bab5154c8d384498",
+      "equal": true
+    },
+    {
+      "table": "strategy_tracks",
+      "original_count": 16,
+      "migrated_count": 16,
+      "original_sha256": "f0639b1386b69c92fd815f929864b3b2457a6bf4ca515bee2dca87e9ea29e8c4",
+      "migrated_sha256": "f0639b1386b69c92fd815f929864b3b2457a6bf4ca515bee2dca87e9ea29e8c4",
+      "equal": true
+    }
+  ]
+}