akg-factor-bridge/test_card.py

"""card.judge() 纯逻辑单测（无需 DB、无需 pandas）。

覆盖（2026-09-03 台账 013 的关注定义细化）：候选 / 关注只剩"确认线缺失或陈旧"两种 /
只差覆盖与潜在吸筹归仅展示 / 仅展示（未启动、硬风险否决）/ 缺失文案与判决依据 /
因果论断证据线只展示不进判决 / 论断质量标注（陈旧、单一来源、疑似误抽、未结分歧，
四项都只提示不作门槛）/ 旋钮 / 卡内序 / 坏信号集合与 pool 同源。

跑法：python3 test_card.py   或   pytest test_card.py
"""
import card

BASE = dict(pointed=True, theme="散热器件", n_sources=2, pct0=4.1,
            covered=True, upside=0.25, risk_name=False,
            accum_state="明确吸筹·量在价先", accum_score=78, accum_age=3,
            y_signal="WATCH", stale_snapshot=False)

CLAIM = {"direction": "利好", "mechanism": "液冷散热渗透率提升带动订单", "horizon": "半年内",
         "condition": None, "doc_title": "散热行业深度", "disclosure_date": "2026-08-20",
         "claim_id": "clm_001"}


def t(name, cond):
    assert cond, name
    print("  ok", name)


def main():
    r = card.judge(dict(BASE))
    t("三门槛全过且明确吸筹 -> 候选", r["verdict"] == "候选" and r["confirm"] and not r["risk"])
    t("候选理由四条齐", len(r["reasons"]) == 4 and "已启动" in r["reasons"][1])
    t("候选的判决依据一句话", "明确吸筹" in r["basis"] and r["failed_gates"] == [])
    t("无论断时 logic 为空列表", r["logic"] == [])

    # ---- 关注只剩两种：确认线缺失（无评分）、确认线陈旧（明确吸筹但日龄超限或未知）----
    r = card.judge({**BASE, "accum_state": ""})
    t("缺评分 -> 仍关注且缺失文案", r["verdict"] == "关注" and "还没有吸筹评分" in r["missing"][0])
    t("关注的判决依据写明判断不了、交人裁决", "判断不了" in r["basis"] and "交人裁决" in r["basis"])

    r = card.judge({**BASE, "accum_age": 45})
    t("评分陈旧 -> 仍关注、不确认、缺失文案", r["verdict"] == "关注" and not r["confirm"]
      and any("45 个交易日前" in m for m in r["missing"]))

    r = card.judge({**BASE, "accum_age": None})
    t("明确吸筹但日龄未知 -> 关注（陈旧一类）", r["verdict"] == "关注"
      and any("有多旧算不出来" in m for m in r["missing"]))

    # ---- 只差覆盖与潜在吸筹不再升格关注（台账 013）----
    r = card.judge({**BASE, "covered": False, "upside": None})
    # 「不升格关注、归仅展示」是设计规则，不是给人看的话，2026-09-04 从文案里去掉了。
    # 所以这里钉的是判决本身与缺失项的实质内容，不再钉那句解释规则的话。
    t("只差覆盖 -> 仅展示，缺失项写明没有券商覆盖",
      r["verdict"] == "仅展示" and "covered" in r["failed_gates"]
      and "没有券商覆盖" in r["missing"])

    r = card.judge({**BASE, "accum_state": "潜在吸筹·低位企稳"})
    t("潜在吸筹 -> 仅展示，failed_gates 附加 confirm", r["verdict"] == "仅展示" and not r["confirm"]
      and "confirm" in r["failed_gates"]
      and any("潜在吸筹" in m and "没到明确吸筹这条线" in m for m in r["missing"]))
    t("潜在吸筹的判决依据写明没到明确吸筹这条线", "没到明确吸筹这条线" in r["basis"])

    r = card.judge({**BASE, "accum_state": "信号不明"})
    t("信号不明等非明确状态 -> 仅展示", r["verdict"] == "仅展示" and "confirm" in r["failed_gates"])

    r = card.judge({**BASE, "upside": -0.05})
    t("负容忍默认 0：轻微为负不过覆盖门槛 -> 仅展示", r["verdict"] == "仅展示" and "covered" in r["failed_gates"]
      and any("目标价比现价低 5%" in m for m in r["missing"]))

    # ---- 其余仅展示与硬风险 ----
    r = card.judge({**BASE, "pct0": 1.2})
    t("未启动 -> 仅展示，判决依据带上实际涨幅与门槛值",
      r["verdict"] == "仅展示" and "started" in r["failed_gates"]
      and "当日涨幅 +1.2%" in r["basis"] and "3% 的启动线" in r["basis"])

    r = card.judge({**BASE, "pointed": False})
    t("未被指向 -> 仅展示且标无传导", r["verdict"] == "仅展示" and "所在环节当日没有被传导指向" in r["missing"])

    r = card.judge({**BASE, "y_signal": "sell"})
    t("昨夜卖出信号 -> 仅展示，信号代号翻成中文",
      r["verdict"] == "仅展示" and r["risk"]
      and r["basis"] == "择时决策系统昨夜给出卖出信号")

    r = card.judge({**BASE, "stale_snapshot": True})
    t("快照日不符 -> 硬风险", r["verdict"] == "仅展示" and "用的传导快照不是计划当天的" in r["risk"])

    r = card.judge({**BASE, "accum_state": "⚠️ 高位派发"})
    t("高位派发 -> 硬风险，且不重复写进缺失", r["verdict"] == "仅展示" and "资金在高位派发" in r["risk"]
      and not any("派发" in m for m in r["missing"]))

    r = card.judge({**BASE, "risk_name": True})
    t("ST 族 -> 仅展示", r["verdict"] == "仅展示" and "clean_name" in r["failed_gates"])

    # ---- 因果论断：只展示，不改判决 ----
    r = card.judge({**BASE, "logic": [CLAIM, {**CLAIM, "claim_id": "clm_002", "doc_title": None}]})
    t("带论断仍是候选，logic 两行带出处", r["verdict"] == "候选" and len(r["logic"]) == 2
      and "《散热行业深度》" in r["logic"][0] and "2026-08-20" in r["logic"][0])
    t("论断出处不再挂 36 位的内部编号（占半行且对读的人没有信息）",
      "clm_001" not in r["logic"][0])
    r2 = card.judge({**BASE, "logic": [{**CLAIM, "quality": {"age_days": 137}}]})
    t("有质量画像时出处带上距今多少天，旧不旧交人自己判",
      "（距今 137 天）" in r2["logic"][0])
    t("论断不进理由", len(r["reasons"]) == 4)
    r = card.judge({**BASE, "pct0": 1.2, "logic": [CLAIM]})
    t("论断不能把未启动拉成候选", r["verdict"] == "仅展示" and r["logic"])
    t("坏论断条目被跳过", card.logic_lines([None, "x", {}]) == ["因果论断"])

    # ---- 旋钮 ----
    r = card.judge({**BASE, "pct0": 2.5}, start_pct=2.0)
    t("启动阈值旋钮生效", r["verdict"] == "候选")
    r = card.judge({**BASE, "accum_age": 45}, accum_max_age=60)
    t("评分日龄旋钮生效", r["verdict"] == "候选")
    r = card.judge({**BASE, "upside": -0.05}, neg_tol=0.10)
    t("负容忍线传入生效", r["verdict"] == "候选")

    rows = [{"verdict": "关注", "pct0": 9.0}, {"verdict": "候选", "pct0": 3.5},
            {"verdict": "候选", "pct0": 7.2}, {"verdict": "仅展示", "pct0": None}]
    rows.sort(key=card.sort_key)
    t("卡内序：候选在前、同判决涨幅降序、缺行情垫底",
      [x["pct0"] for x in rows] == [7.2, 3.5, 9.0, None])

    # ---- 论断质量标注（只展示、只提示，不进判决）----
    # 质量画像由取数层在截断之前算好挂在每条论断上，这里按那个形状造数据。
    def q(**kw):
        base = dict(n=1, age_days=10, latest_date="2026-08-25", n_docs=1,
                    n_flagged=0, n_disputed=0, n_via_segment=0)
        base.update(kw)
        return base

    def claims(n, quality):
        return [{**CLAIM, "quality": quality} for _ in range(n)]

    r = card.judge({**BASE, "logic": claims(1, q())})
    t("论断新鲜且单条：不产生任何质量提示",
      r["verdict"] == "候选" and not [m for m in r["missing"] if "论断" in m])
    t("质量画像随判决一起出", r["logic_quality"]["age_days"] == 10)

    r = card.judge({**BASE, "logic": claims(1, q(age_days=200, latest_date="2026-02-16"))})
    t("论断超陈旧线：写明过了多少天与最新一条的日期",
      "研报论断已过 200 天（最新一条 2026-02-16）" in r["missing"])
    t("论断陈旧不改判决（只提示不作门槛）", r["verdict"] == "候选")

    r = card.judge({**BASE, "logic": claims(1, q(age_days=91))}, logic_stale_days=120)
    t("陈旧线旋钮生效：放宽到 120 天后 91 天不再提示",
      not [m for m in r["missing"] if "研报论断已过" in m])
    r = card.judge({**BASE, "logic": claims(1, q(age_days=90))})
    t("边界：正好等于陈旧线不算陈旧（超过才提示）",
      not [m for m in r["missing"] if "研报论断已过" in m])

    r = card.judge({**BASE, "logic": claims(3, q(n=3, n_docs=1))})
    t("多条论断出自同一份研报：单一来源提示",
      "3 条论断全部出自同一份研报" in r["missing"])
    r = card.judge({**BASE, "logic": claims(3, q(n=3, n_docs=2))})
    t("来源多于一份就不提示", not [m for m in r["missing"] if "同一份研报" in m])
    r = card.judge({**BASE, "logic": claims(1, q(n=1, n_docs=1))})
    t("只有一条论断时不算单一来源（那是条数少不是来源集中）",
      not [m for m in r["missing"] if "同一份研报" in m])

    r = card.judge({**BASE, "logic": claims(4, q(n=4, n_docs=2, n_flagged=2, n_disputed=1))})
    t("疑似误抽与未结分歧各写一条",
      "其中 2 条被标为疑似误抽" in r["missing"] and "其中 1 条处于未结的方向分歧" in r["missing"])

    r = card.judge(dict(BASE))
    t("没有论断时不产生质量提示、画像为空",
      r["logic_quality"] is None and not [m for m in r["missing"] if "论断" in m])
    r = card.judge({**BASE, "logic": [CLAIM]})
    t("上游没给质量画像时不报错、也不瞎提示",
      r["logic_quality"] is None and not [m for m in r["missing"] if "论断" in m])
    t("论断为空列表时不产生提示", card.logic_notes([]) == [] and card.logic_quality([]) is None)

    # ---- 启动涨幅线的整条开关（2026-09-04 拍板关闭）----
    r = card.judge({**BASE, "pct0": -3.2}, require_started=False)
    t("门槛关掉后，当日下跌也能判候选", r["verdict"] == "候选" and r["failed_gates"] == [])
    # 2026-09-07 改：关掉后理由行**不再提当日涨幅**。理由行会随硬数字送给择时决策系统研判，
    # 写"启动线已关闭"等于把选股层的政策旁白喂给择时层——它会被牵着走。涨幅只留在
    # card 子字典给人看。
    t("关掉后理由里不再出现当日涨幅与启动线字样（不把政策旁白送去研判）",
      not any("启动线" in x or "当日" in x for x in r["reasons"]))
    r = card.judge({**BASE, "pct0": None}, require_started=False)
    t("关掉后连没有当日行情也不拦（这是整条关掉，不是把阈值调成负数）",
      r["verdict"] == "候选")
    t("但没有行情这件事仍写进缺失项", "没有当日行情" in r["missing"])

    # 关掉这一条不许顺带放松别的门槛与风险
    r = card.judge({**BASE, "pct0": -3.2, "pointed": False, "theme": None,
                    "n_sources": None}, require_started=False)
    t("关掉启动线不影响传导门槛", r["verdict"] == "仅展示" and "pointed" in r["failed_gates"])
    r = card.judge({**BASE, "pct0": -3.2, "covered": False, "upside": None},
                   require_started=False)
    t("关掉启动线不影响覆盖门槛", r["verdict"] == "仅展示" and "covered" in r["failed_gates"])
    r = card.judge({**BASE, "pct0": -3.2, "accum_state": "潜在吸筹"}, require_started=False)
    t("关掉启动线不影响吸筹确认线", r["verdict"] == "仅展示" and not r["confirm"])
    r = card.judge({**BASE, "pct0": -3.2, "y_signal": "SELL"}, require_started=False)
    t("关掉启动线不影响硬风险否决", r["verdict"] == "仅展示" and r["risk"])
    r = card.judge({**BASE, "pct0": -3.2, "accum_state": ""}, require_started=False)
    t("关掉启动线后，判断不了的仍是关注", r["verdict"] == "关注")

    r = card.judge({**BASE, "pct0": -3.2})
    t("默认仍是开着的（改口径要靠配置，不靠默认值悄悄变）",
      r["verdict"] == "仅展示" and "started" in r["failed_gates"])

    # ---- 给人看的文字里不许出现代码名（2026-09-04）----
    # 起因：页面上出现过「选股系统判为仅展示，不出提议：门槛未过：started」。
    # started 是门槛在代码里的变量名，SELL 是决策系统的枚举值，两者都只该在系统之间
    # 传递。判决依据、缺失项、风险这三个字段会被 PMS 原样显示给人读，所以它们里面
    # 一个代码名都不许有。failed_gates 不在此列——那是给程序判断用的机器字段。
    CODE_WORDS = ("started", "pointed", "covered", "confirm",
                  "SELL", "AVOID", "DROPPED", "BUY", "WATCH", "HOLD")
    probes = [
        dict(BASE),                                              # 候选
        {**BASE, "accum_state": ""},                             # 关注·没有评分
        {**BASE, "accum_age": 99},                               # 关注·评分太旧
        {**BASE, "accum_age": None},                             # 关注·日龄算不出
        {**BASE, "accum_state": "潜在吸筹·低位企稳"},              # 仅展示·没到确认线
        {**BASE, "pct0": 1.2},                                   # 仅展示·没启动
        {**BASE, "pct0": None},                                  # 仅展示·没有行情
        {**BASE, "pointed": False, "theme": None, "n_sources": None},   # 仅展示·没传导
        {**BASE, "covered": False, "upside": None},              # 仅展示·没覆盖
        {**BASE, "upside": -0.05},                               # 仅展示·预期空间为负
        {**BASE, "y_signal": "SELL"},                            # 仅展示·昨夜卖出信号
        {**BASE, "y_signal": "AVOID"},                           # 仅展示·昨夜回避信号
        {**BASE, "stale_snapshot": True},                        # 仅展示·快照日不符
        {**BASE, "accum_state": "高位派发"},                      # 仅展示·资金派发
        {**BASE, "pointed": False, "pct0": None, "covered": False,
         "upside": None, "accum_state": ""},                     # 全都不满足
    ]
    # 四个人话字段一视同仁：判决依据、理由、缺失、风险。这四个都被 PMS 原样显示，
    # 纪律必须一样，不能只管住判决依据一个。
    for ev in probes:
        r = card.judge(ev)
        texts = [r["basis"], *r["missing"], *r["risk"], *r["reasons"]]
        for txt in texts:
            for w in CODE_WORDS:
                assert w not in txt, f"给人看的文字里出现了代码名 {w}：{txt}"
            # 半句话也不行：每条都要能单独读懂，不能是「被 3 路指向」这种电报体。
            assert len(txt) >= 6, f"这句话太短，单独读不懂：{txt!r}"
        assert r["basis"] and len(r["basis"]) >= 6, f"判决依据太短，说不清原因：{r['basis']!r}"
    t(f"四个人话字段里没有代码名、也没有读不懂的半句话（{len(probes)} 种情形逐个扫过）", True)
    t("门槛翻译带上实际数字",
      card.gate_reasons(["started"], pct0=-3.21, start_pct=3.0)[0]
      == "当日涨幅 -3.2%，没到 3% 的启动线")
    t("认不出的门槛名退到括号里，句子主干仍是中文",
      card.gate_reasons(["新门槛"]) == ["还有一条买入条件没通过，暂时没写对应的说明（内部代号 新门槛）"])
    t("ST 那道门槛有专属文案，不掉进兜底",
      card.gate_reasons(["clean_name"]) == ["简称带 ST（含 *ST 与退市整理），这类票一律不买"])
    t("预期空间：默认容忍线为 0 时不说「低于 0% 的容忍线」这种废话",
      card.upside_text(-0.05, 0.0) == "券商给的目标价比现价低 5%，目标价低于现价的不买")
    t("预期空间：容忍线非 0 时两个数同向同单位，一眼能比大小",
      card.upside_text(-0.05, 0.10) == "券商给的目标价比现价低 5%，最多只接受低 10%")
    t("预期空间算不出时说清为什么", "券商没给目标价" in card.upside_text(None))

    t("坏信号集合口径", card.BAD_SIGNALS == {"SELL", "AVOID", "DROPPED"})
    print("ALL OK — 候选卡判决 / 关注两种（缺失、陈旧）/ 只差覆盖与潜在吸筹归仅展示 / 硬风险三种 / "
          "因果论断只展示 / 论断质量标注四项 / 缺失文案与依据 / 旋钮 / 卡内序 全部通过")


if __name__ == "__main__":
    main()