量价研判链：研判应答归一带出两个期限的头进提议硬数字与提议卡；驳回行记把握度；接口契约 V1.2（第二十二批加一例，全套 680）

BIONIC_PMS_INTERFACE.md

@@ -299,3 +299,4 @@ docker compose run --rm --no-deps pms-web python scripts/probe_bionic.py --base
 |---|---|---|
 | V1.0 | 2026-08-03 | 首版定稿并双侧落码。择时部分是一套盘中判定规则（资金阈值、动量追买等） |
 | V1.1 | 2026-08-03 | 按用户审核意见重做择时：删掉 V1.0 的盘中判定规则（违反「提前计算为主、盘中监控为辅、不另做盘中判断、可以接受买不上」），改为由昨夜支撑压力推出执行区间、盘中只做区间比对与当日监控核对；研判留痕不再写 `decision_ledger`（每晚判分全表扫描，已核实）；文档与代码注释清理生造词 |
+| V1.2 | 2026-09-08 | 量价研判链（《量价研判链吸收方案_2026-09-08》）：请求侧硬数字白名单多送 `events_text`、`pricing_text` 两句整句（催化事件与定价状态，事件与量价不是产业逻辑）；应答侧新建仓研判可并列多带 `pv_heads`（`h5`、`h20` 各含 `score` −1 到 1、`direction` 看多/中性/看空、`justification`），PMS 归一后进提议硬数字 `judge_pv_heads`，只显示不触发；三值 verdict 口径不变，缺 `pv_heads` 就是 None，向下兼容 |

app/services/judge.py

@@ -135,6 +135,26 @@ def _conf_or_none(v):
         return None
 
 
+def _pv_heads_or_none(v):
+    """应答里的 pv_heads 归一: {h5: {score, direction, justification}, h20: {...}}; 评分夹到 -1 到 1,
+    两个头都没有评分就是 None。"""
+    if not isinstance(v, dict):
+        return None
+    out = {}
+    for k in ("h5", "h20"):
+        h = v.get(k)
+        if not isinstance(h, dict):
+            continue
+        score = _conf_or_none(h.get("score"))
+        if score is None:
+            continue
+        score = max(-1.0, min(1.0, score))
+        direction = "看多" if score > 0.2 else ("看空" if score < -0.2 else "中性")
+        out[k] = {"score": round(score, 3), "direction": direction,
+                  "justification": str(h.get("justification") or "").strip()[:120]}
+    return out or None
+
+
 def _map_verdict(data: dict) -> dict:
     """把决策系统应答的 verdict 归一到 PASS / REJECT / UNAVAILABLE, 并带出原因与置信度。
 
@@ -153,16 +173,19 @@ def _map_verdict(data: dict) -> dict:
     verdict = str(data.get("verdict") or data.get("decision") or "").upper()
     reason = data.get("reason") or data.get("rationale") or ""
     conf = _conf_or_none(data.get("confidence"))
+    # 两个期限的头 (2026-09-08 量价研判链): 决策系统在应答里并列给的 5 日与 20 日判断, 原样带出进提议硬数字,
+    # 只显示不触发。缺就是 None, 旧应答一个字不用改。
+    heads = _pv_heads_or_none(data.get("pv_heads"))
     if verdict in ("PASS", "APPROVE", "APPROVED", "ALLOW", "通过"):
         return {"verdict": PASS, "reason": reason, "degraded": False, "raw": data,
-                "confidence": conf}
+                "confidence": conf, "pv_heads": heads}
     if verdict in ("REJECT", "DENY", "DENIED", "BLOCK", "驳回"):
         return {"verdict": REJECT, "reason": reason, "degraded": False, "raw": data,
-                "confidence": conf}
+                "confidence": conf, "pv_heads": heads}
     if verdict in ("UNAVAILABLE", "PMS_UNAVAILABLE", "NA", "N/A", "不可用"):
         logger.warning("[研判闸] 决策系统回不可用, 降级人工确认: %s", reason or "(无原因)")
         return {"verdict": UNAVAILABLE, "reason": reason or "决策系统研判不可用",
-                "degraded": True, "raw": data, "confidence": conf}
+                "degraded": True, "raw": data, "confidence": conf, "pv_heads": heads}
     logger.error("[研判闸] 答复无法识别 (%s), 按不可用降级", verdict or data)
     return {"verdict": UNAVAILABLE, "reason": f"研判答复无法识别: {verdict or data}",
             "degraded": True, "raw": data, "confidence": conf}

app/services/proposal_service.py

@@ -527,9 +527,12 @@ def _route_one(c, view, params, stock_params, brake_active, now, dry_run, out,
             out["rejected"].append({"ts_code": code, "action": action, "by": "judge",
                                     "failed": [verdict.get("reason") or "决策系统驳回"]})
             if not dry_run:
+                # 驳回也把把握度记进硬数字 (2026-09-08): 低把握驳回转交人那道保险 (PMS_JUDGE_REJECT_CONF_MIN)
+                # 是否在起作用, 只能从驳回行的把握度分布看出来; 此前只有提议行记它, 驳回行没有, 复核无据。
                 pms_repo.insert_ledger(ts_code=code, action=action, arbiter="judge",
                                        verdict="REJECT", price_at=price,
-                                       hard_numbers=c["hard_numbers"],
+                                       hard_numbers={**(c["hard_numbers"] or {}),
+                                                     "judge_conf": verdict.get("confidence")},
                                        reason=verdict.get("reason") or "决策系统驳回")
             return
         if verdict.get("degraded"):
@@ -737,7 +740,9 @@ def _make_proposal(c, price, verdict) -> str:
           "source": c.get("source") or ae.SRC_ENGINE,
           # 研判应答的结论与置信度 (2026-09-03): 人裁决时要看得见决策系统怎么说、有多确定。
           # judge_reason 另有一列, 这两项进硬数字是为了随账本走 (采纳/驳回时原样落账)。
-          "judge_verdict": verdict.get("verdict"), "judge_conf": verdict.get("confidence")}
+          "judge_verdict": verdict.get("verdict"), "judge_conf": verdict.get("confidence"),
+          # 两个期限的头 (2026-09-08 量价研判链): 决策系统并列给的 5 日与 20 日判断, 只显示不触发。
+          "judge_pv_heads": verdict.get("pv_heads")}
     try:
         pms_repo.insert_proposal(
             proposal_id=pid, ts_code=c["ts_code"], action=c["action"], qty=c["qty"],

app/web/static/index.html

@@ -1034,6 +1034,7 @@ body.dock-r:not(.r-fold) .side-r .strip{display:none;}
                   <div class="st muted" v-if="propText(p, 'valuation_text')">{{ propText(p, 'valuation_text') }}</div>
                   <div class="st muted" v-if="propText(p, 'events_text')">{{ propText(p, 'events_text') }}</div>
                   <div class="st muted" v-if="propText(p, 'pricing_text')">{{ propText(p, 'pricing_text') }}</div>
+                  <div class="st" v-if="propHeads(p)"><span class="muted">择时层两个期限：</span>{{ propHeads(p) }}</div>
                   <div class="st muted">{{ propWhy(p) }}</div>
                   <div class="st">约 {{ p.qty }} 股 · 参考价 {{ (p.hard_numbers||{}).price==null ? '—' : (p.hard_numbers||{}).price }}
                     · 约需 {{ money(((p.hard_numbers||{}).price||0)*(p.qty||0)) }}</div>
@@ -2584,6 +2585,20 @@ createApp({
       const v = (p.hard_numbers || {})[key];
       return (typeof v === 'string' && v.trim()) ? v : '';
     }
+    // 决策系统并列给的 5 日与 20 日判断 (2026-09-08 量价研判链): 方向词是它给的中文, 评分是 -1 到 1 的数。
+    // 只显示不触发; 没有就不显示这一行。
+    function propHeads(p) {
+      const h = (p.hard_numbers || {}).judge_pv_heads;
+      if (!h || typeof h !== 'object') return '';
+      const bits = [];
+      [['h5', '5 日'], ['h20', '20 日']].forEach(([k, name]) => {
+        const x = h[k];
+        if (x && typeof x.score === 'number') {
+          bits.push(name + x.direction + '（' + (x.score >= 0 ? '+' : '') + x.score.toFixed(2) + (x.justification ? '，' + x.justification : '') + '）');
+        }
+      });
+      return bits.join('；');
+    }
     function propLogic(p) {
       const l = (p.hard_numbers || {}).logic;
       return Array.isArray(l) && l.length ? l[0] : '';

scripts/run_tests.py

@@ -59,16 +59,16 @@
   test_batch22_units.py 逻辑状态四态接入 (2026-09-07 第三件): 解析层收逻辑状态/硬数字带它而研判
                         白名单不收/判决候选而逻辑存疑强制交人/持仓存疑停增持侧/研究走弱
                         减持默认关且开了必交人/同轮减持优先级/早上取回与映射新鲜度/策略
-                        买入腿按来源暂停恢复/持仓视图两栏三情形/假仓库签名/安全边际整句透传/参考目标价/催化事件与定价状态透传 (18 例)
+                        买入腿按来源暂停恢复/持仓视图两栏三情形/假仓库签名/安全边际整句透传/参考目标价/催化事件与定价状态透传/两个期限的头 (19 例)
   test_page_enum_guard.py 页面文案守卫 (静态扫描, 不连库不起浏览器): 枚举字段不许
                         直接印到页面上 / 判据码显示前必须剥前缀 / 不许把整个对象
                         打给交易员看 / 翻译兜底不许让英文码单独当句子   (1 例)
   test_wiring.py        装配自检: 服务层→核心→落表 全链路 (内存桩) +
                         目标价到价必定入队 (档位 full 也不自动卖) +
                         用户设的止损价与目标价单独成列显示                (70 例)
-                                                                  共 679 例
+                                                                  共 680 例
   (总数按实跑逐批相加校正过两次: 曾写 649 是笔误, 实为 650; 09-03 先后加了同轮只发一条
-   减持与研究理由两键各一例, 到 652; 09-04 加了仅展示跳过原因与空候选说明各一例, 到 654; 又加了页面文案守卫一例, 到 655; 09-07 审查修复加了跨轮减持等五例, 到 660; 第二件低把握驳回交人一例, 到 661; 第三件逻辑状态接入第二十二批十五例, 到 676; 第四件安全边际整句透传一例, 到 677; 参考目标价一例, 到 678; 催化事件与定价状态透传一例, 现为 679)
+   减持与研究理由两键各一例, 到 652; 09-04 加了仅展示跳过原因与空候选说明各一例, 到 654; 又加了页面文案守卫一例, 到 655; 09-07 审查修复加了跨轮减持等五例, 到 660; 第二件低把握驳回交人一例, 到 661; 第三件逻辑状态接入第二十二批十五例, 到 676; 第四件安全边际整句透传一例, 到 677; 参考目标价一例, 到 678; 催化事件与定价状态透传一例, 到 679; 两个期限的头一例, 现为 680)
 任一子集失败即整体失败 (退出码 1)。
 
 哨兵位置清单 (2026-09-03 抄录; 改了对应的东西就得来这些地方改断言, 断言不动就是漏了):

scripts/test_batch22_units.py

@@ -496,6 +496,25 @@ def _():
     assert lss.ref_target_view(None) is None and lss.ref_target_view({}) is None
 
 
+@case("两个期限的头·研判应答归一带出 pv_heads (评分夹区间、方向按评分), 提议硬数字带 judge_pv_heads, 旧应答为 None")
+def _():
+    r = jd._map_verdict({"verdict": "PASS", "reason": "ok", "confidence": 70,
+                         "pv_heads": {"h5": {"score": 1.7, "direction": "看空", "justification": "x"},
+                                      "h20": {"score": "-0.1", "justification": "y"}, "h99": {"score": 0.5}}})
+    assert r["verdict"] == jd.PASS and r["pv_heads"]["h5"] == {"score": 1.0, "direction": "看多", "justification": "x"}, r
+    assert r["pv_heads"]["h20"]["direction"] == "中性" and "h99" not in r["pv_heads"], r
+    assert jd._map_verdict({"verdict": "REJECT", "reason": "no"})["pv_heads"] is None
+    assert jd._map_verdict({"verdict": "UNAVAILABLE", "reason": "x", "pv_heads": {"h5": {"direction": "看多"}}})["pv_heads"] is None
+    c = {"ts_code": CODE, "action": "OPEN", "side": "buy", "qty": 1000, "reason": "测试新建仓", "price": 10.0,
+         "hard_numbers": {"price": 10.0, "verdict": "候选"}, "needs_user_confirm": False, "judge_required": True,
+         "source": ae.SRC_ENGINE, "target_amount": 10000.0, "sector": None}
+    out, got = _route(c, autonomy="propose_only", judge_resp={**JUDGE_PASS, "pv_heads": {"h5": {"score": 0.4, "direction": "看多", "justification": "a"}}})
+    assert len(out["queued"]) == 1 and got["proposals"], out
+    assert got["proposals"][0]["hard_numbers"]["judge_pv_heads"] == {"h5": {"score": 0.4, "direction": "看多", "justification": "a"}}, got["proposals"][0]["hard_numbers"]
+    out2, got2 = _route(c, autonomy="propose_only", judge_resp=JUDGE_PASS)
+    assert got2["proposals"][0]["hard_numbers"].get("judge_pv_heads") is None
+
+
 @case("假仓库·ledger_by_ref 与真 repo 同名同签名 (第十批 [M1] 也会扫, 这里先钉一次)")
 def _():
     import ast