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 "无吸筹评分（未入池）" in r["missing"])
    t("关注的判决依据写明无法判断、交人裁决", "无法判断" 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("陈旧 45" 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("日龄未知" 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})
    t("只差覆盖 -> 仅展示，缺失文案标明不升格", r["verdict"] == "仅展示" and "covered" in r["failed_gates"]
      and any(m.startswith("无券商覆盖") and "仅展示" in m for m 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 "仅展示" in m for m in r["missing"]))
    t("潜在吸筹的判决依据写明未达确认线", "未达确认线" 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("负容忍线" 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", r["verdict"] == "仅展示" and "started" in r["failed_gates"] and "门槛未过" 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 "无传导" in r["missing"])

    r = card.judge({**BASE, "y_signal": "sell"})
    t("决策系统 SELL -> 硬风险否决为仅展示", r["verdict"] == "仅展示" and r["risk"] and "硬风险" in r["basis"])

    r = card.judge({**BASE, "stale_snapshot": True})
    t("快照日不符 -> 硬风险", r["verdict"] == "仅展示" and "传导快照日与计划日不符" 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 "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] and "clm_001" in r["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)

    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()