数据基座因果论断与研判结论两张只读视图（v_factor_logic、v_factor_judgement），09-03 已在基座库建成
Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
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-- 数据基座因果论断与研判结论只读视图：两张视图，供选股系统的候选卡读"证据线"。
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-- 出处：docs/主观量化系统方案_2026-09-03.md 第三节 3.3"数据基座"表的前两项。
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--
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-- 应用（在运行选股系统容器的机器上执行，容器内的 AKG_PG_* 指向数据基座的 PostgreSQL）：
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-- docker compose exec -T akg-factor-bridge python run.py apply-views --file sql/astock_kg_logic_views.sql --dry-run
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-- docker compose exec -T -e AKG_PG_USER=<属主账号> -e AKG_PG_PASSWORD=<口令> \
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-- akg-factor-bridge python run.py apply-views --file sql/astock_kg_logic_views.sql
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-- 本文件只用 CREATE OR REPLACE VIEW：不建表、不改表、不 DROP，重复应用无害。
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-- 应用时避开每天 06:10 的投影表重建窗口（第一张视图要读投影表）。
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-- 注意 CREATE OR REPLACE VIEW 不允许改动已有列的名字与顺序，只能在末尾追加列；
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-- 将来若要调整列，需要另起视图名或由属主手工 DROP 后重建。
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--
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-- 一、v_factor_logic —— 因果论断，一行一条（客体是环节时展开到成员公司，一条论断多行）
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--
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-- 用途：回答"谁利好或利空这家公司、机制是什么、有什么前提、多长时效、出处在哪"。
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-- 数据来源：断言表 claims 里谓词为 DRIVES 的行（研报因果论断的结构化，只追加、带原文与披露日），
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-- 关联文档表 documents 取标题、来源类型与文档锚定公司。
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--
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-- 口径与数据基座后端接口 /graph/logic/{ts_code} 保持一致的部分：
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-- 1. 那个接口在图上取指向公司节点的 DRIVES 边，边的方向、机制、条件、时效、强度、可信层级、
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-- 置信度都来自断言的 qualifiers 与元数据；本视图直接从断言层取同一批字段，不经过图。
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-- 2. 公司身份的判定仿照数据基座的实体解析器（backend/app/linking/resolver.py）：
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-- 客体原始名经 akg_norm 归一后查别名表 entity_links；曾用名类别名（method 为 namechange）
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-- 要求披露日落在有效期内，缺有效期的曾用名不采用；恰好一个候选才链接；多个候选时若
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-- 文档锚定公司在候选之中则取它，否则视为歧义不链接；客体是自指词（公司、本公司、本集团、
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-- 本行、发行人、上市公司）时取文档锚定公司 documents.meta->>'company_ts_code'。
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-- 与接口不同的部分：
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-- 3. 客体是环节（object_type = 'Segment'）时，接口不展开；本视图按投影表
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-- segment_members_projection 展开到该环节的全部上市成员公司，每个成员一行，
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-- via_segment 列写环节名，link_method 列写 segment。客体是公司时 via_segment 为空。
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-- 4. 接口读的是图上的边，被后续披露取代或封口的边带有 status 与 valid_to；本视图逐条断言出行，
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-- 没有这两个字段（belief 图只在 Neo4j，PostgreSQL 没有 beliefs 表）。作为替代，
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-- disputed 列标出该断言是否处于未结的多空分歧复核（disputes 表 status = 'open'），
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-- review_flag 列带出逻辑评析在 logic_reviews.merged->'flags' 里对该断言的"疑似误抽"标记。
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--
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-- 连接键：
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-- claims.doc_id = documents.doc_id；
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-- akg_norm(claims.object_id) = entity_links.alias_norm，entity_links.canonical_id 即 ts_code；
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-- btrim(claims.object_id) = segment_aliases.alias（环节同义归一，未命中用原名）；
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-- 环节名 = COALESCE(segment_members_projection.orig_segment_name, segment_name)，
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-- 即投影表里的图上原名，与 sql/astock_kg_card_views.sql 的用法相同；
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-- ts_code = company_master.ts_code 取简称（只做展示，不参与过滤）。
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-- 代码格式：ts_code 一律是点后缀式，如 600000.SH。
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--
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-- 已知局限：
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-- a. 投影表每天 06:10 删后插，只存当前态：环节展开得到的成员集合是"今天的"，历史日的论断
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-- 按今天的成员展开，复盘时存在成员前视；复盘应按冻结快照重建。
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-- b. 视图里的公司链接只做了解析器的精确层（T1）与自指、文档破歧两条规则，没有做缩减形态
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-- （剥公司后缀、剥括注，即 T2）与主语亲和规则；akg_norm 也不剥行情尾标。因此视图链接到的
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-- 公司是图上链接结果的子集，未链接的论断不出现在视图里。要看覆盖率，用下面的诊断语句。
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-- c. 客体是概念、行业、未上市实体或未能链接的名字时，没有 ts_code，不出现在视图里。
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-- d. 环节同义归一只查库表 segment_aliases，解析器代码里那几条兜底字典没有复制到 SQL。
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-- e. 一条论断的客体是环节时会展开成多行，claim_id 在视图里不唯一；按论断计数要 DISTINCT claim_id。
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-- f. 不做去重与归并：同一研报同一句话对同一公司只会有一条（断言层有 dedup_key 唯一约束），
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-- 但不同研报的相同论断各算一条，归并留给逻辑评析层。
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--
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-- 诊断（只读，看覆盖）：
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-- SELECT object_type, count(*) FROM claims WHERE predicate = 'DRIVES' GROUP BY 1 ORDER BY 2 DESC;
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-- SELECT link_method, count(DISTINCT claim_id), count(*) FROM v_factor_logic GROUP BY 1;
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-- SELECT max(disclosure_date), count(*) FROM v_factor_logic;
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CREATE OR REPLACE VIEW v_factor_logic AS
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WITH drives AS (
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SELECT c.claim_id,
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c.subject_type,
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c.subject_id,
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c.object_type,
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c.object_id,
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c.qualifiers,
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c.source_span,
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c.disclosure_date,
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c.confidence,
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c.tier,
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c.doc_id,
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d.title AS doc_title,
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d.source_type,
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d.meta->>'company_ts_code' AS doc_company,
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akg_norm(c.object_id) AS object_norm
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FROM claims c
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JOIN documents d ON d.doc_id = c.doc_id
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WHERE c.predicate = 'DRIVES'
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),
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-- 公司类客体的候选身份：仿解析器的精确层，曾用名过披露日时点闸门。
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company_cands AS (
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SELECT x.claim_id, l.canonical_id
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FROM drives x
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JOIN entity_links l ON l.alias_norm = x.object_norm
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WHERE x.object_type IN ('Company', 'Entity')
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AND (l.method <> 'namechange'
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OR ((l.valid_from IS NOT NULL OR l.valid_to IS NOT NULL)
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AND (l.valid_from IS NULL OR l.valid_from <= x.disclosure_date)
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AND (l.valid_to IS NULL OR x.disclosure_date <= l.valid_to)))
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GROUP BY x.claim_id, l.canonical_id
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),
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company_cand_agg AS (
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SELECT claim_id,
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count(*) AS n_cands,
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min(canonical_id) AS only_id,
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array_agg(canonical_id) AS cand_ids
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FROM company_cands
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GROUP BY claim_id
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),
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company_link AS (
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SELECT x.claim_id,
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CASE
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WHEN x.object_norm IN ('公司', '本公司', '本集团', '本行', '发行人', '上市公司')
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THEN x.doc_company
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WHEN a.n_cands = 1 THEN a.only_id
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WHEN a.n_cands > 1 AND x.doc_company = ANY(a.cand_ids) THEN x.doc_company
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ELSE NULL
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END AS ts_code,
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CASE
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WHEN x.object_norm IN ('公司', '本公司', '本集团', '本行', '发行人', '上市公司')
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THEN 'self_ref'
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WHEN a.n_cands = 1 THEN 'dict'
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WHEN a.n_cands > 1 AND x.doc_company = ANY(a.cand_ids) THEN 'tiebreak_doc'
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WHEN a.n_cands > 1 THEN 'ambiguous'
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ELSE 'unresolved'
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END AS link_method
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FROM drives x
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LEFT JOIN company_cand_agg a ON a.claim_id = x.claim_id
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WHERE x.object_type IN ('Company', 'Entity')
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),
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-- 环节类客体：同义归一后按投影表展开到上市成员。
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segment_rows AS (
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SELECT x.claim_id,
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COALESCE(sa.canonical, btrim(x.object_id)) AS segment_canon
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FROM drives x
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LEFT JOIN segment_aliases sa ON sa.alias = btrim(x.object_id)
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WHERE x.object_type = 'Segment'
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),
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segment_members AS (
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SELECT DISTINCT COALESCE(orig_segment_name, segment_name) AS seg, ts_code
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FROM segment_members_projection
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WHERE ts_code IS NOT NULL AND ts_code <> ''
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),
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linked AS (
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SELECT cl.claim_id, cl.ts_code, NULL::text AS via_segment, cl.link_method
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FROM company_link cl
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WHERE cl.ts_code IS NOT NULL
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UNION ALL
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SELECT sr.claim_id, m.ts_code, sr.segment_canon AS via_segment, 'segment' AS link_method
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FROM segment_rows sr
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JOIN segment_members m ON m.seg = sr.segment_canon
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),
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-- 逻辑评析对单条论断的"疑似误抽"标记（编号已在落库前映射回 claim_id）。
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review_flags AS (
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SELECT f->>'claim_id' AS claim_id_text,
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min(f->>'issue') AS issue
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FROM logic_reviews r
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CROSS JOIN LATERAL jsonb_array_elements(
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CASE WHEN jsonb_typeof(r.merged->'flags') = 'array'
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THEN r.merged->'flags' ELSE '[]'::jsonb END) f
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WHERE f->>'claim_id' IS NOT NULL
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GROUP BY f->>'claim_id'
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)
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SELECT t.ts_code,
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cm.short_name AS company_name,
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t.via_segment,
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t.link_method,
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x.subject_type,
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x.subject_id AS subject_name,
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x.object_type,
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x.object_id AS object_name,
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x.qualifiers->>'direction' AS direction,
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x.qualifiers->>'mechanism' AS mechanism,
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x.qualifiers->>'condition' AS condition,
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x.qualifiers->>'horizon' AS horizon,
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x.qualifiers->>'strength' AS strength,
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x.tier,
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x.confidence,
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x.disclosure_date,
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x.source_type,
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x.doc_id,
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x.doc_title,
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left(x.source_span, 200) AS source_span,
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x.claim_id,
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EXISTS (SELECT 1 FROM disputes dp
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WHERE dp.status = 'open' AND x.claim_id = ANY(dp.claim_ids)) AS disputed,
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rf.issue AS review_flag
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FROM linked t
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JOIN drives x ON x.claim_id = t.claim_id
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LEFT JOIN company_master cm ON cm.ts_code = t.ts_code
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LEFT JOIN review_flags rf ON rf.claim_id_text = x.claim_id::text;
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-- 二、v_factor_judgement —— 研判结论，一行一个评析簇
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--
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-- 研判结论已经落表：产业研判面板生成的结论存在 logic_reviews 表，簇键 cluster_key 以
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-- "Industry::主题" 开头（后端 /admin/review_industry 任务写入，/atlas/{theme} 与主题页读取）；
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-- 同一张表还存按受益方聚簇的逻辑评析（"Company:代码"、"Segment:环节名"、"Concept:概念名"，
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-- 由 /admin/review_logic 任务写入，个股逻辑面接口的 review 段读取）。两类同表同结构，
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-- 本视图一并暴露，用 scope 列区分：industry 产业研判、company 个股评析、segment 环节评析、
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-- concept 概念评析，其余 other。
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--
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-- 列的含义：
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-- subject_name 是主题名或受益方原名；ts_code 只在 scope = company 时有值（从簇键截取）；
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-- segment_name 只在 scope = segment 时有值。
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-- leaning 是方向（模型四选一：偏多、偏空、中性、证据不足；产业研判与个股评析同一取值集合）；
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-- core_contradiction、supply_view、demand_view、expectation_shift 只有产业研判有，个股评析为空；
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-- reasons、bull_points、bear_points 是依据，JSON 数组，每项带 text 或 statement 与引用的 claim_ids，
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-- claim_ids 可回到 v_factor_logic 或 claims 表看原文；
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-- verified 是第三轮自我校验结果，false 时 verify_problems 列出校验指出的问题，读的一方应降权；
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-- review_date 与 reviewed_at 是本版结论的生成时间；input_version 是输入材料集合的指纹，
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-- 材料变了指纹就变，可当版本号用；n_materials 是这一版评析读了多少条断言（论断与事件之和）。
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--
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-- 已知局限：
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-- a. logic_reviews 以 cluster_key 唯一，重评时整行覆盖并把 created_at 改为当前时间，
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-- 库里只有每个簇的最新一版，没有历史版本；要保留版本史需要新表，本次不做。
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-- b. 产业研判的簇键是股票池主题名（industry_pools.theme），不是环节名；主题与环节的对应
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-- 关系不在库表里（池成员的 segments 字段是投影的派生），本视图不做主题到环节的映射。
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-- c. 只出有第二轮结果（comparison 非空）的簇；只跑完第一轮归并的簇没有方向，不出行。
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-- d. 结论是模型综合生成的旁批，不是研报原文；数据基座前端对它的说明是"系统综合生成，非研报原文"。
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CREATE OR REPLACE VIEW v_factor_judgement AS
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SELECT CASE
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WHEN r.cluster_key LIKE 'Industry::%' THEN 'industry'
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WHEN r.cluster_key LIKE 'Company:%' THEN 'company'
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WHEN r.cluster_key LIKE 'Segment:%' THEN 'segment'
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WHEN r.cluster_key LIKE 'Concept:%' THEN 'concept'
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ELSE 'other'
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END AS scope,
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r.beneficiary AS subject_name,
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CASE WHEN r.cluster_key LIKE 'Company:%'
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THEN substr(r.cluster_key, length('Company:') + 1) END AS ts_code,
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CASE WHEN r.cluster_key LIKE 'Segment:%'
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THEN substr(r.cluster_key, length('Segment:') + 1) END AS segment_name,
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r.comparison->>'leaning' AS leaning,
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r.comparison->'core_contradiction'->>'text' AS core_contradiction,
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r.comparison->'supply_demand'->>'supply' AS supply_view,
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r.comparison->'supply_demand'->>'demand' AS demand_view,
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r.comparison->'expectation_shift'->>'text' AS expectation_shift,
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r.comparison->'reasons' AS reasons,
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r.comparison->'bull' AS bull_points,
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r.comparison->'bear' AS bear_points,
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CASE WHEN jsonb_typeof(r.comparison->'bull') = 'array'
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THEN jsonb_array_length(r.comparison->'bull') ELSE 0 END AS n_bull,
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CASE WHEN jsonb_typeof(r.comparison->'bear') = 'array'
|
||||||
|
THEN jsonb_array_length(r.comparison->'bear') ELSE 0 END AS n_bear,
|
||||||
|
CASE WHEN jsonb_typeof(r.merged->'flags') = 'array'
|
||||||
|
THEN jsonb_array_length(r.merged->'flags') ELSE 0 END AS n_flags,
|
||||||
|
r.verified,
|
||||||
|
r.comparison->'verify_problems' AS verify_problems,
|
||||||
|
r.model,
|
||||||
|
r.rounds,
|
||||||
|
r.created_at::date AS review_date,
|
||||||
|
r.created_at AS reviewed_at,
|
||||||
|
r.fingerprint AS input_version,
|
||||||
|
COALESCE(array_length(r.claim_ids, 1), 0) AS n_materials,
|
||||||
|
r.claim_ids,
|
||||||
|
r.review_id,
|
||||||
|
r.cluster_key
|
||||||
|
FROM logic_reviews r
|
||||||
|
WHERE r.comparison IS NOT NULL;
|
||||||
Loading…
Reference in New Issue