行业催化只进提议卡与账本，不送研判；单测（台账 051）

Co-Authored-By: Claude Fable 5.1 <noreply@anthropic.com>

app/core/action_engine.py

@@ -695,6 +695,8 @@ def eval_open(c: dict, params: dict, caps: dict, room_amt: float):
         "pricing_state": c.get("pricing_state"), "pricing_text": c.get("pricing_text"),
         # 相关快讯 (2026-09-08 台账 050): 原值进账本与提议卡, 整句另送研判。只是上下文, 不进判定。
         "news": c.get("news"), "news_text": c.get("news_text"),
+        # 行业催化 (2026-09-08 台账 051): 环节级, 原值进账本与提议卡; 产业逻辑不送研判。
+        "industry_catalyst": c.get("industry_catalyst"), "industry_catalyst_text": c.get("industry_catalyst_text"),
         # ---- 仓位口径: 只进评审账本做判分锚。judge.py 送研判时会把这几项过滤掉,
         #      理由见那边的 OPEN_JUDGE_KEYS —— 决策系统本来就不管仓位, 别送过去带偏它。
         "target_pct": target_pct, "target_amount": round(full_amt, 2),

app/services/plan_feed.py

@@ -189,6 +189,22 @@ def _news_or_none(v, limit=5):
     return {"count": count, "latest": _text_or_none(v.get("latest")), "items": items}
 
 
+def _industry_catalyst_or_none(v, limit=3):
+    """行业催化 (2026-09-08 台账 051): 上游按环节标出的行业级催化, 只留最多 limit 条固定键。
+    产业逻辑不送研判 (judge.OPEN_JUDGE_KEYS 不收), 只进硬数字给人看与复盘。"""
+    if not isinstance(v, list) or not v:
+        return None
+    out = []
+    for it in v:
+        if not isinstance(it, dict) or not it.get("title"):
+            continue
+        out.append({k: _text_or_none(it.get(k)) for k in
+                    ("segment", "event_date", "title", "direction", "magnitude", "horizon", "confidence", "mechanism")})
+        if len(out) >= limit:
+            break
+    return out or None
+
+
 def _events_or_none(v):
     """催化事件归一 (2026-09-08): 上游给 {latest, count, events:[{date, types, orgs, title, n_reports, compound}]}。
     只收约定的键, 事件最多五条; 不是字典或没有事件一律 None。"""
@@ -290,6 +306,9 @@ def _rows(raw, bucket: str) -> list:
             # (judge.OPEN_JUDGE_KEYS 收 news_text)。只是上下文, 不判正负, 不进任何判定。
             "news": _news_or_none(it.get("news")),
             "news_text": _text_or_none(it.get("news_text")),
+            # 行业催化 (2026-09-08 台账 051): 环节级, 只给人看与复盘, 不送研判、不进判定。
+            "industry_catalyst": _industry_catalyst_or_none(it.get("industry_catalyst")),
+            "industry_catalyst_text": _text_or_none(it.get("industry_catalyst_text")),
         })
     return out
 
@@ -485,7 +504,9 @@ def select_candidates(plan: dict, *, held=(), black=(), top_n: int = 30, tiers=N
               "valuation_text": r.get("valuation_text"),
               "events": r.get("events"), "events_text": r.get("events_text"),
               "pricing_state": r.get("pricing_state"), "pricing_text": r.get("pricing_text"),
-              "news": r.get("news"), "news_text": r.get("news_text")}
+              "news": r.get("news"), "news_text": r.get("news_text"),
+              "industry_catalyst": r.get("industry_catalyst"),
+              "industry_catalyst_text": r.get("industry_catalyst_text")}
              for r in passed[:n]]
     return {"date": plan.get("date"), "considered": len(pool), "eligible": len(passed),
             "items": items, "dropped": dropped, "st_unknown": st_unknown,

app/web/static/index.html

@@ -1035,6 +1035,7 @@ body.dock-r:not(.r-fold) .side-r .strip{display:none;}
                   <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 muted" v-if="propText(p, 'news_text')">{{ propText(p, 'news_text') }}</div>
+                  <div class="st muted" v-if="propText(p, 'industry_catalyst_text')">{{ propText(p, 'industry_catalyst_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 }}

scripts/test_batch22_units.py

@@ -499,6 +499,32 @@ def test_news_passthrough():
     assert "news_text" in jd.OPEN_JUDGE_KEYS
 
 
+@case("行业催化: 裁到三条固定键进硬数字与提议卡, 不送研判 (台账 051)")
+def test_industry_catalyst_passthrough():
+    lst = [{"segment": f"环节{i}", "event_date": "2026-09-05", "title": f"催化{i}", "direction": "利好",
+            "magnitude": "大", "horizon": "长期", "confidence": "中", "mechanism": "m", "extra": 1} for i in range(4)]
+    row = pf._rows([{"code": "600000.SH", "rank": 1, "score": 210, "industry_catalyst": lst,
+                     "industry_catalyst_text": "行业催化（环节级，数据基座按材料标出，4 条，不进判决）：…"}], "main")[0]
+    assert len(row["industry_catalyst"]) == 3 and "extra" not in row["industry_catalyst"][0]
+    assert row["industry_catalyst_text"].startswith("行业催化")
+    empty = pf._rows([{"code": "600000.SH", "rank": 1, "score": 210, "industry_catalyst": [], "industry_catalyst_text": None}], "main")[0]
+    assert empty["industry_catalyst"] is None and empty["industry_catalyst_text"] is None
+    plan = {"date": "2026-09-08", "main": [row], "observe": []}
+    item = pf.select_candidates(plan, top_n=10)["items"][0]
+    assert item["industry_catalyst"][0]["segment"] == "环节0", item
+    c = {**item, "price": 10.0}
+    params = {"scale": 1_000_000, "stock_target_default": 0.06, "batch_split": (0.5, 0.25, 0.25)}
+    with _Patch() as p:
+        p(ae, "check_all_caps", lambda **kw: [])
+        p(ae, "_new_name_ctx", lambda caps, c: caps)
+        cand, why = ae.eval_open(c, params, {"names_count": 0, "max_names": 10}, 500_000)
+    hn = cand["hard_numbers"]
+    assert hn["industry_catalyst_text"] == row["industry_catalyst_text"], why
+    sent = jd._judge_hard_numbers("OPEN", hn)
+    assert "industry_catalyst" not in sent and "industry_catalyst_text" not in sent, sent
+    assert "industry_catalyst_text" not in jd.OPEN_JUDGE_KEYS
+
+
 @case("参考目标价·状态应答里的估值子字典归一, 持仓行只在算得出时给 ref_target, 算不出或缺就不给")
 def _():
     val = {"neut": 56.05, "pess": 42.64, "opt": 84.96, "price": 50.17, "quarter": "2026Q4", "firms": 8,