tradingSystem/app/services/plan_recheck.py

"""采纳前核验；复用原扫描、合议、研判与规则闸，不解释自然语言。"""
from datetime import datetime
import re
from app.core.plan_revision import compare, fingerprint, portfolio_context


def current_basis(hard, code, proposal_id=None):
    from app.services import plan_feed, portfolio, command_service, proposal_service as ps
    view = portfolio.positions_view()
    stock = command_service.effective_stock_params()
    params = ps._scan_params(view)
    selected = plan_feed.candidates(held=[x['ts_code'] for x in view['held']],
        black=[c for c, v in stock.items() if v.get('black')], force=True,
        route_by_verdict=bool(params.get('open_route_by_verdict')), recheck_code=code)
    current = next((r for r in selected['items'] if r['ts_code'] == code), None)
    if not (selected.get('decision') or {}).get('id'):
        return {'ok': False, 'error': '当前计划没有可核验版本'}
    state = selected.get('refresh_status') or {}
    if code in (state.get('pending_codes') or []) or (selected.get('consumption') or {}).get('error'):
        return {'ok': False, 'error': '当前计划修订或消费留痕尚未完成'}
    if current is None:
        return {'ok': False, 'error': '该票已不满足当前候选资格', 'material': True, 'withdraw': True}
    result = compare(hard.get('plan_basis'), current, code)
    if result == 'unavailable':
        return {'ok': False, 'error': '当前计划修订或消费留痕尚未完成'}
    ph = fingerprint({k: v for k, v in params.items() if not k.startswith('_')})
    commitments = ps._inflight_open_commitments(view, exclude_proposal=proposal_id)
    context = portfolio_context(view, commitments, stock.get(code))
    material = (result == 'material' or hard.get('scan_params_hash') != ph
                or hard.get('portfolio_context_hash') != context)
    return {'ok': not material, 'material': material,
            'error': '研究、资格或仓位参数已变化，须重新评估' if material else None,
            'view': view, 'stock': stock, 'params': params,
            'provenance': {'decision': current['decision'], 'consumption_id': current['consumption_id'],
                           'version_check': {'status': 'passed', 'at': datetime.now().astimezone().isoformat(),
                                             'reason': '依据相同，名次变化不撤销'}}}


def _failed_recheck(p, out):
    """明确否决关闭旧提议；暂时性失败保留。原批准依据始终不升级。"""
    from app.repo import pms_repo
    def relevant(rows):
        return [r for r in rows if not r.get('informational') and
                (not r.get('ts_code') or r['ts_code'] == p['ts_code'])]
    rejected = relevant(out.get('rejected', []))
    rows = rejected or relevant(out.get('skipped', []))
    reasons = []
    for row in rows:
        values = row.get('failed') or [row.get('why')]
        if isinstance(values, str):
            values = [values]
        for value in values:
            text = re.sub(r'^[A-Z][A-Z0-9_]*:\s*', '', str(value or '')).strip()
            if text and text not in reasons:
                reasons.append(text)
    stage = rows[0].get('by', 'scan') if rows else 'scan'
    title = {'rule': '交易条件不满足', 'judge': '最新研判不建议建仓',
             'system': '当前策略不建议建仓', 'qualification': '候选条件已变化'}.get(stage, '暂不满足建仓条件')
    message = title + ('：' + '；'.join(reasons) if reasons else '，请稍后查看更新的建议')
    withdrawn = bool(rejected and stage in ('judge', 'system', 'qualification'))
    # 已有检查收尾保留原发生时刻；不假造一次新的研判。
    old_check = (p.get('hard_numbers') or {}).get('last_accept_check') or {}
    at = old_check.get('at') if out is old_check.get('details') else None
    check = {'status': 'withdrawn' if withdrawn else 'blocked',
             'at': at or datetime.now().astimezone().isoformat(),
             'stage': stage, 'message': message, 'reasons': reasons, 'details': out}
    hard = dict(p.get('hard_numbers') or {}, last_accept_check=check)
    save = pms_repo.withdraw_proposal if withdrawn else pms_repo.record_proposal_check
    if not save(p, hard):
        return {'ok': False, 'error': '提议已被更新，请刷新后查看当前结果',
                'proposal_id': p['proposal_id']}
    return {'ok': False, 'withdrawn': withdrawn,
            'error': ('提议已撤下。' if withdrawn else '') + message,
            'details': out, 'proposal_id': p['proposal_id'],
            'proposal': dict(p, hard_numbers=hard, status='EXPIRED' if withdrawn else p.get('status', 'WAIT_USER'))}


def withdraw_recorded_rejections():
    """旧失败记录由既有扫描收尾。只读结构化否决，不发研判、不按文字猜测。"""
    from app.repo import pms_repo
    count = 0
    for p in pms_repo.list_proposals(statuses=('WAIT_USER',), limit=200):
        hard = p.get('hard_numbers') or {}
        check = hard.get('last_accept_check') or {}
        if (p.get('action') == 'OPEN' and hard.get('kind') != 'strategy' and
                check.get('status') == 'blocked' and check.get('stage') in ('judge', 'system') and
                (check.get('details') or {}).get('rejected')):
            count += bool(_failed_recheck(p, check['details']).get('withdrawn'))
    return count


def before_accept(p, expected_revision):
    from app.services import proposal_service as ps
    from app.repo import pms_repo
    hard = p.get('hard_numbers') or {}
    if p.get('action') != 'OPEN' or hard.get('kind') == 'strategy':
        return {'ok': True, 'proposal': p}
    try:
        check = current_basis(hard, p['ts_code'], proposal_id=p.get('proposal_id'))
        # 已有失败结论不能因仓位后来恰好回到旧值而沿用旧批准。下一次仍完整核验。
        if check.get('ok') and hard.get('last_accept_check'):
            check.update(ok=False, material=True)
        if check.get('ok'):
            if hard.get('proposal_revision') and expected_revision != hard['proposal_revision']:
                return {'ok': False, 'error': '提议内容已更新，请刷新后再次确认', 'proposal': p}
            return {'ok': True, 'proposal': dict(p, hard_numbers=dict(hard, **check['provenance']))}
        if check.get('withdraw'):
            return _failed_recheck(p, {'rejected': [{'by': 'qualification', 'why': check['error']}]})
        if not check.get('material') or not check.get('view'):
            return check
        now = datetime.now()
        out = {'skipped': [], 'rejected': [], 'queued': [], 'executed': []}
        params, view = check['params'], check['view']
        mkt = {}
        params['_mkt'] = mkt
        fresh = ps._scan_open(view, params, check['stock'], {}, mkt, out, now=now,
                              review_code=p['ts_code'], exclude_proposal=p['proposal_id'])
        if not fresh:
            return _failed_recheck(p, out)
        c = fresh[0]
        c['_plan_recheck'] = True
        from app.services import param_store
        from app.core import tradedays as td
        brake = td.ymd() < param_store.get_int('PMS_BRAKE_UNTIL', 0)
        result = ps._route_one(c, view, params, check['stock'], brake, now, True, out, review_only=True)
        if not result:
            return _failed_recheck(p, out)
        hn = c['hard_numbers']
        hn['version_check'] = {'status': 'reconfirmed_required', 'at': now.astimezone().isoformat(),
                               'reason': '依据变化，已重跑合议、研判、数量及规则闸'}
        hn['proposal_revision'] = fingerprint({'qty': c['qty'], 'hard_numbers': hn})
        if not pms_repo.revise_pending_proposal(p, c, result['verdict']):
            return {'ok': False, 'error': '提议被并发更新，请刷新'}
        pms_repo.insert_ledger(ts_code=p['ts_code'], action=p['action'], arbiter='rule',
            verdict='WARN', price_at=hn.get('price') or 0, hard_numbers=hn,
            ref_id=p['proposal_id'], reason='新版依据变化，更新提议并要求重新确认')
        return {'ok': False, 'error': '提议已按新版重新评估，请查看更新内容后再次确认',
                'proposal': dict(p, qty=c['qty'], hard_numbers=hn,
                                 judge_verdict=result['verdict'].get('verdict'),
                                 judge_reason=result['verdict'].get('reason'))}
    except Exception as e:
        return {'ok': False, 'error': f'版本核验暂不可用，保留提议：{type(e).__name__}'}