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计划装配里风险名单只读一次：候选卡与升降档原因共用同一份 

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>
This commit is contained in:
zlt 2026-09-02 17:14:54 +08:00
parent 18e3762777
commit fbbdbb3b54
1 changed files with 13 additions and 8 deletions
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21
plan.py
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@ -104,7 +104,7 @@ def _val(series: pd.Series, k: str):
def _assemble_cards(ds: str, codes: list, ev: dict, upside: pd.Series, def _assemble_cards(ds: str, codes: list, ev: dict, upside: pd.Series,
mkt_days: set) -> tuple[dict, list]: mkt_days: set, risk: set | None = None) -> tuple[dict, list]:
"""候选卡装配（2026-09-02 方案第 2.2 节第三项）：对档位表里的全部票（主榜与观察档， """候选卡装配（2026-09-02 方案第 2.2 节第三项）：对档位表里的全部票（主榜与观察档，
裁剪之前）读三路证据、逐票判决。规则在 card.py，取数在 sources.py，这里只做对齐。 裁剪之前）读三路证据、逐票判决。规则在 card.py，取数在 sources.py，这里只做对齐。
@ -117,10 +117,11 @@ def _assemble_cards(ds: str, codes: list, ev: dict, upside: pd.Series,
moved = sources.moved_members(ds) moved = sources.moved_members(ds)
daily = sources.stock_daily(ds) daily = sources.stock_daily(ds)
night = sources.night_conclusions(codes, ds) night = sources.night_conclusions(codes, ds)
try: if risk is None: # collect 会传入读过一次的名单；单独调用时自己读
risk = factors._risk_set() or set() # noqa: SLF001 —— 同仓自用 try:
except Exception: # noqa: BLE001 —— 风险名单拿不到时不当 ST 处理，与 gate 的宽容一致 risk = factors._risk_set() or set() # noqa: SLF001 —— 同仓自用
risk = set() except Exception: # noqa: BLE001 —— 风险名单拿不到时不当 ST 处理，与 gate 的宽容一致
risk = set()
stale = bool(mkt_days) and any(x != ds for x in mkt_days) stale = bool(mkt_days) and any(x != ds for x in mkt_days)
cards: dict = {} cards: dict = {}
@ -217,8 +218,13 @@ def collect(date: str | None = None, top: int = 20, obs_top: int = 10,
main = score[score >= _MAIN_MIN].sort_values(ascending=False) main = score[score >= _MAIN_MIN].sort_values(ascending=False)
obs = score[score < _MAIN_MIN].sort_values(ascending=False) obs = score[score < _MAIN_MIN].sort_values(ascending=False)
generated_at = dt.datetime.now().isoformat(timespec="seconds") generated_at = dt.datetime.now().isoformat(timespec="seconds")
try: # 风险名单只读一次：候选卡与升降档原因共用
import factors
risk = factors._risk_set() or set() # noqa: SLF001 —— 同仓自用
except Exception: # noqa: BLE001
risk = set()
cards, segments_pointed = _assemble_cards( cards, segments_pointed = _assemble_cards(
ds, list(main.index) + list(obs.index), ev, upside, mkt_days) ds, list(main.index) + list(obs.index), ev, upside, mkt_days, risk=risk)
def _pick(ranked: pd.Series, n: int): def _pick(ranked: pd.Series, n: int):
"""分数从高到低取 n 条；每个传导主题最多 theme_cap 条（0=不设限）—— """分数从高到低取 n 条；每个传导主题最多 theme_cap 条（0=不设限）——
@ -299,11 +305,10 @@ def collect(date: str | None = None, top: int = 20, obs_top: int = 10,
# 赛道闸与风险闸的成员集合（07-31 修：赛道闸开启后，"不在赛道"曾被 # 赛道闸与风险闸的成员集合（07-31 修：赛道闸开启后，"不在赛道"曾被
# 误标成"风险闸/档位调整"、"赛道锚生效"曾被误标成"新进传导链"）。 # 误标成"风险闸/档位调整"、"赛道锚生效"曾被误标成"新进传导链"）。
# 两个集合都尊重各自开关：闸没开时对应原因自然不会出现。 # 两个集合都尊重各自开关：闸没开时对应原因自然不会出现。
tset, risk = None, set() tset = None
try: try:
import factors import factors
tset = factors._track_set() # noqa: SLF001 —— 同仓自用 tset = factors._track_set() # noqa: SLF001 —— 同仓自用
risk = factors._risk_set() # noqa: SLF001
except Exception: # noqa: BLE001 —— 拿不到就退化为通用文案 except Exception: # noqa: BLE001 —— 拿不到就退化为通用文案
pass pass