三源合议工作包二(一)：基本面/择时/合议三个纯逻辑模块

方案第四节的三个纯逻辑判定，零外部依赖好单测：
- fund_rules 基本面立场：质地好看多/质地中两好零差看多/差或硬疑点看空/缺或超120天无读数/
  十视角好≥8且估值贵打共识已定价标记
- timing_rules 择时立场：昨夜 BUY/WATCH/SELL 映射 + 盘中转多升级
- consensus 合议与路由：多数决方向、强弱、附录丙路由表逐条
batch28 二十六例。装配服务 consensus_service 与 advise_v2、扫描接入、增持门、页面合议行随后。

Co-Authored-By: Claude Opus 4.8 <noreply@anthropic.com>

app/core/consensus.py

@@ -0,0 +1,72 @@
+# -*- coding: utf-8 -*-
+"""三源合议与路由 (2026-09-11, 纯逻辑, 零外部依赖)。
+
+三票 (基本面 / 技术面 / 择时系统) 各是看多/看空/中性/无读数之一, 合成方向再定路由。
+方案第四节的合议规则 (台账 009):
+  三票多数决定方向; 无读数弃权不计; 平局中性; 只有一方表态算弱; 三方一致算强。
+路由表见方案附录丙。方向词与合议词一律中文原文, 取值只有看多/看空/中性/无读数。
+"""
+from __future__ import annotations
+
+_BULL, _BEAR, _NEUT, _NA = "看多", "看空", "中性", "无读数"
+
+
+def _reason(fund, tech, timing, direction, strength):
+    head = "、".join([f"基本面{fund}", f"技术面{tech}", f"择时{timing}"])
+    return head + " → " + direction + (("·" + strength) if strength else "")
+
+
+def _route(fund, tech, timing, direction, tech_phase, fund_required):
+    """附录丙路由表, 从上到下第一个命中。返回 (路由, 原因)。路由取值: 放行/观察/交人/跳过。"""
+    if fund_required and fund == _NA:
+        return "跳过", "没有买方评析"
+    if direction == _BEAR:
+        return "跳过", f"方向看空（基本面{fund}、技术面{tech}、择时{timing}）"
+    if direction == _NEUT and tech_phase == "收口等待" and fund != _BEAR:
+        return "观察", "等技术面开口"
+    if direction == _NEUT and fund == _BULL and tech == _BEAR:
+        return "观察", "等技术面转向"
+    if fund == _BEAR and tech == _BULL:
+        return "交人", "基本面看空、技术面看多，试探仓"
+    if direction == _BULL:
+        voiced = [v for v in (fund, tech, timing) if v in (_BULL, _BEAR)]
+        if timing == _BEAR:                     # 异议在择时系统
+            return "交人", "方向看多但择时系统有异议"
+        if len(voiced) <= 1:                    # 只有一方表态
+            return "交人", "方向看多但只有一方表态"
+        return "放行", "方向看多"               # 看多强, 或异议只在技术面
+    if fund == _NA and tech == _NA and timing == _NA:
+        return "放行", "三方都无读数，机械方案"
+    return "观察", "方向中性"
+
+
+def decide(fund, tech, timing, *, tech_phase=None, fund_required=True) -> dict:
+    """fund/tech/timing 是三个立场字符串 (看多/看空/中性/无读数)。tech_phase 是技术面相位
+    (收口等待 等), 路由用。fund_required: 无买方评析是否拦 (开关 PMS_FUND_REQUIRED)。"""
+    votes = {"fund": fund, "tech": tech, "timing": timing}
+    voiced = [v for v in (fund, tech, timing) if v in (_BULL, _BEAR)]
+    bulls = sum(1 for v in voiced if v == _BULL)
+    bears = sum(1 for v in voiced if v == _BEAR)
+
+    # ---- 方向: 多数决, 无读数弃权不计, 平局中性 ----
+    if bulls > bears:
+        direction = _BULL
+    elif bears > bulls:
+        direction = _BEAR
+    else:
+        direction = _NEUT
+
+    # ---- 强弱: 只有一方表态弱, 三方一致强, 其余 (两方表态) 为中 ----
+    if direction == _NEUT:
+        strength = None
+    elif len(voiced) <= 1:
+        strength = "弱"
+    elif bulls == 3 or bears == 3:
+        strength = "强"
+    else:
+        strength = "中"
+
+    route, route_reason = _route(fund, tech, timing, direction, tech_phase, fund_required)
+    return {"direction": direction, "votes": votes, "strength": strength,
+            "reason": _reason(fund, tech, timing, direction, strength),
+            "route": route, "route_reason": route_reason}

app/core/fund_rules.py

@@ -0,0 +1,67 @@
+# -*- coding: utf-8 -*-
+"""基本面立场合成 (2026-09-11 三源合议, 纯逻辑, 零外部依赖)。
+
+输入是选股系统的公司深度评析 (plan_feed._company_review_or_none 的结构: overall 质地档、
+valuation 估值、grade_counts 十视角计数、groups 三类、doubt_hard 硬疑点、age_days 报告日龄)。
+规则见《技术面接入与三源合议方案》第四节与台账 007:
+  质地好为看多; 质地中且三类里两好零差、十视角差不超过一个也算看多 (整体方向为好就够);
+  质地差或有硬疑点为看空; 其余中性; 缺报告或超 120 天为无读数。
+  十视角好达八个且估值贵时打「共识已定价」标记, 不改立场, 只让首批推迟。
+立场取值只有: 看多 / 看空 / 中性 / 无读数。无读数是弃权, 绝不折成看空 (设计原则二)。
+"""
+from __future__ import annotations
+
+_GROUPS = ("回报与护城河", "盈余质量与财务安全", "成长与含金量")
+
+DEFAULTS = {
+    "stale_days": 120,          # 评析报告超这么多天算无读数 (PMS_FUND_STALE_DAYS)
+    "consensus_good_min": 8,    # 十视角好达这么多个且估值贵 → 共识已定价 (PMS_FUND_CONSENSUS_GOOD_MIN)
+}
+
+
+def _out(stance, *, fact=None, why=None, mark=None, priced_in=False, valuation=None, overall=None):
+    return {"stance": stance, "fact": fact, "mark": mark, "priced_in": priced_in,
+            "valuation": valuation, "overall": overall, "no_read_why": why}
+
+
+def synthesize(company_review, *, params=None) -> dict:
+    p = dict(DEFAULTS)
+    if params:
+        p.update({k: params[k] for k in DEFAULTS if params.get(k) is not None})
+    cr = company_review if isinstance(company_review, dict) else None
+
+    # ---- 无读数: 缺报告或超期 (无读数是弃权) ----
+    if not cr or not cr.get("overall"):
+        return _out("无读数", why="没有买方评析")
+    age = cr.get("age_days")
+    if age is not None and int(age) > int(p["stale_days"]):
+        return _out("无读数", why=f"评析报告已 {age} 天, 超过 {p['stale_days']} 天")
+
+    overall = str(cr.get("overall") or "")
+    gc = cr.get("grade_counts") if isinstance(cr.get("grade_counts"), dict) else {}
+    groups = cr.get("groups") if isinstance(cr.get("groups"), dict) else {}
+    good_views = int(gc.get("好") or 0)
+    bad_views = int(gc.get("差") or 0)
+    doubt = bool(cr.get("doubt_hard"))
+
+    # 共识已定价: 十视角好够多且估值贵 (不改立场, 只让首批推迟)
+    priced_in = good_views >= int(p["consensus_good_min"]) and "贵" in str(cr.get("valuation") or "")
+
+    def out(stance, fact):
+        return _out(stance, fact=fact, mark=("共识已定价" if priced_in else None),
+                    priced_in=priced_in, valuation=cr.get("valuation"), overall=overall)
+
+    # ---- 看空: 质地差或硬疑点 ----
+    if overall == "差" or doubt:
+        return out("看空", "质地差" if overall == "差" else "有硬疑点")
+    # ---- 看多: 质地好 ----
+    if overall == "好":
+        return out("看多", "质地好")
+    # ---- 看多: 质地中但「整体方向为好就够」(三类两好零差, 十视角差 ≤ 1) ----
+    if overall == "中":
+        group_good = sum(1 for k in _GROUPS if str(groups.get(k) or "") == "好")
+        group_bad = sum(1 for k in _GROUPS if str(groups.get(k) or "") == "差")
+        if group_good >= 2 and group_bad == 0 and bad_views <= 1:
+            return out("看多", "质地中但三类两好零差、十视角差不过一个")
+    # ---- 其余中性 ----
+    return out("中性", f"质地{overall}")

app/core/timing_rules.py

@@ -0,0 +1,31 @@
+# -*- coding: utf-8 -*-
+"""择时系统立场合成 (2026-09-11 三源合议, 纯逻辑, 零外部依赖)。
+
+输入是决策系统的昨夜定性 (BUY/WATCH/SELL/AVOID/DROPPED, 或超期/缺) 与当天盘中转多留痕。
+规则见《技术面接入与三源合议方案》第四节:
+  昨夜 BUY 看多, WATCH 中性, SELL/AVOID/DROPPED 看空, 超期或缺无读数。
+  当天盘中转多留痕把无读数与中性升为看多, 与看空相遇归中性。
+立场取值只有: 看多 / 看空 / 中性 / 无读数。无读数是弃权, 绝不折成看空 (设计原则二)。
+
+研判闸不当选票 (设计原则三): 这一票只用昨夜定性与盘中转多留痕, 不重复计入研判结论。
+"""
+from __future__ import annotations
+
+_NIGHTLY = {"BUY": "看多", "WATCH": "中性", "SELL": "看空", "AVOID": "看空", "DROPPED": "看空"}
+
+
+def synthesize(nightly, *, intraday_flip_at=None, fresh=True) -> dict:
+    """nightly: 昨夜定性字符串 (BUY 等) 或 None/空; fresh: 昨夜结论是否在有效期内 (超期传 False);
+    intraday_flip_at: 当天盘中转多留痕的时刻字符串, 没有传 None。"""
+    n = str(nightly or "").strip().upper()
+    base = _NIGHTLY.get(n, "中性") if (n and fresh) else "无读数"
+    stance = base
+    if intraday_flip_at:                      # 当天盘中转多留痕
+        if base in ("无读数", "中性"):
+            stance = "看多"
+        elif base == "看空":
+            stance = "中性"                    # 盘中转多与昨夜看空相遇, 归中性
+        # base 已是看多则维持看多
+    return {"stance": stance, "nightly": (n or None), "fresh": bool(fresh),
+            "intraday_flip_at": intraday_flip_at,
+            "no_read_why": ("没有昨夜结论或已超期" if stance == "无读数" else None)}

scripts/run_tests.py

@@ -72,14 +72,16 @@
                         提议卡重排要紧的在前证据收进展开/建议档位与实下股数不一致标出 (17 例)
   test_batch27_units.py 技术面接入·工作包一 (2026-09-11): 相位合成九格与四种无读数/震荡市抑制翻向/
                         取数解析与代码归一/分页拼接与状态非 OK 不落表/映射只覆盖有当天读数的相关票/
-                        读数陈旧按无读数/参数登记与交易日差 (27 例)
+                        读数陈旧按无读数/参数登记与交易日差/upsert 用 VALUES 与按 matched 分页两个真机哨兵 (29 例)
+  test_batch28_units.py 三源合议·工作包二纯逻辑 (2026-09-11): 基本面质地档映射与共识已定价/择时定性
+                        映射与盘中转多升级/合议多数决与强弱/附录丙路由表逐条 (26 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 724 例
+                                                                  共 752 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, 到 679; 两个期限的头一例, 现为 680; 09-10 建议档位对齐第二十六批十七例到 697; 09-11 技术面接入工作包一第二十七批二十七例到 724)
 任一子集失败即整体失败 (退出码 1)。
@@ -131,6 +133,7 @@ SUITES = ["test_core_units.py", "test_batch2_units.py", "test_batch3_units.py",
           "test_batch24_units.py", "test_batch25_units.py",
           "test_batch26_units.py",
           "test_batch27_units.py",
+          "test_batch28_units.py",
           "test_page_enum_guard.py",
           "test_page_wiring_guard.py",
           "test_wiring.py"]

scripts/test_batch28_units.py

@@ -0,0 +1,214 @@
+# -*- coding: utf-8 -*-
+"""三源合议 · 工作包二纯逻辑 (2026-09-11 方案第四节, 台账 007/009)。全部离线, 不连库。
+  A 基本面 fund_rules: 质地档映射、质地中整体为好、共识已定价、缺与超期无读数。
+  B 择时 timing_rules: 昨夜定性映射、盘中转多升级、超期无读数。
+  C 合议 consensus: 多数决方向、平局中性、强弱、附录丙路由表逐条。
+"""
+import os
+import sys
+import traceback
+
+sys.path.insert(0, os.path.dirname(os.path.dirname(os.path.abspath(__file__))))
+
+from app.core import fund_rules as fr          # noqa: E402
+from app.core import timing_rules as tm        # noqa: E402
+from app.core import consensus as cons         # noqa: E402
+
+RESULTS = []
+
+
+def case(name):
+    def deco(fn):
+        RESULTS.append((name, fn))
+        return fn
+    return deco
+
+
+def _cr(overall="好", valuation="便宜", good=8, mid=2, bad=0, groups=None, doubt=False, age=0):
+    return {"overall": overall, "valuation": valuation,
+            "grade_counts": {"好": good, "中": mid, "差": bad, "证据不足": 0},
+            "groups": groups or {"回报与护城河": "好", "盈余质量与财务安全": "好", "成长与含金量": "中"},
+            "doubt_hard": doubt, "age_days": age}
+
+
+# ================================================================ A 基本面
+@case("A 基本面: 质地好为看多")
+def _():
+    assert fr.synthesize(_cr(overall="好"))["stance"] == "看多"
+
+
+@case("A 基本面: 质地中但三类两好零差、十视角差≤1 → 看多（整体方向为好就够）")
+def _():
+    r = fr.synthesize(_cr(overall="中", bad=1,
+                          groups={"回报与护城河": "好", "盈余质量与财务安全": "好", "成长与含金量": "中"}))
+    assert r["stance"] == "看多", r
+
+
+@case("A 基本面: 质地中只有一类好 → 中性")
+def _():
+    r = fr.synthesize(_cr(overall="中", bad=0,
+                          groups={"回报与护城河": "好", "盈余质量与财务安全": "中", "成长与含金量": "中"}))
+    assert r["stance"] == "中性", r
+
+
+@case("A 基本面: 质地中两好但十视角差>1 → 中性")
+def _():
+    r = fr.synthesize(_cr(overall="中", bad=2,
+                          groups={"回报与护城河": "好", "盈余质量与财务安全": "好", "成长与含金量": "中"}))
+    assert r["stance"] == "中性", r
+
+
+@case("A 基本面: 质地差看空")
+def _():
+    assert fr.synthesize(_cr(overall="差"))["stance"] == "看空"
+
+
+@case("A 基本面: 有硬疑点看空（哪怕质地不差）")
+def _():
+    assert fr.synthesize(_cr(overall="中", doubt=True))["stance"] == "看空"
+
+
+@case("A 基本面: 缺评析无读数, 绝不折看空")
+def _():
+    assert fr.synthesize(None)["stance"] == "无读数"
+    assert fr.synthesize({})["stance"] == "无读数"
+
+
+@case("A 基本面: 报告超 120 天无读数")
+def _():
+    assert fr.synthesize(_cr(overall="好", age=121))["stance"] == "无读数"
+    assert fr.synthesize(_cr(overall="好", age=120))["stance"] == "看多"
+
+
+@case("A 基本面: 十视角好≥8且估值贵 → 共识已定价标记, 立场不变")
+def _():
+    r = fr.synthesize(_cr(overall="好", good=8, valuation="贵"))
+    assert r["stance"] == "看多" and r["mark"] == "共识已定价" and r["priced_in"] is True
+
+
+@case("A 基本面: 好视角够但估值不贵 → 不打共识已定价")
+def _():
+    assert fr.synthesize(_cr(overall="好", good=9, valuation="便宜"))["mark"] is None
+
+
+# ================================================================ B 择时
+@case("B 择时: BUY看多 / WATCH中性 / SELL·AVOID·DROPPED看空")
+def _():
+    assert tm.synthesize("BUY")["stance"] == "看多"
+    assert tm.synthesize("WATCH")["stance"] == "中性"
+    for v in ("SELL", "AVOID", "DROPPED"):
+        assert tm.synthesize(v)["stance"] == "看空", v
+
+
+@case("B 择时: 缺或超期无读数")
+def _():
+    assert tm.synthesize(None)["stance"] == "无读数"
+    assert tm.synthesize("BUY", fresh=False)["stance"] == "无读数"
+
+
+@case("B 择时: 盘中转多把无读数与中性升看多")
+def _():
+    assert tm.synthesize(None, intraday_flip_at="10:05")["stance"] == "看多"
+    assert tm.synthesize("WATCH", intraday_flip_at="10:05")["stance"] == "看多"
+
+
+@case("B 择时: 盘中转多与昨夜看空相遇归中性; 昨夜看多维持看多")
+def _():
+    assert tm.synthesize("SELL", intraday_flip_at="10:05")["stance"] == "中性"
+    assert tm.synthesize("BUY", intraday_flip_at="10:05")["stance"] == "看多"
+
+
+# ================================================================ C 合议
+@case("C 合议·方向: 多数决, 无读数弃权, 平局中性")
+def _():
+    assert cons.decide("看多", "看多", "看空")["direction"] == "看多"
+    assert cons.decide("看空", "看空", "看多")["direction"] == "看空"
+    assert cons.decide("看多", "看空", "无读数")["direction"] == "中性"
+    assert cons.decide("无读数", "无读数", "无读数", fund_required=False)["direction"] == "中性"
+
+
+@case("C 合议·强弱: 一方表态弱, 三方一致强, 两方为中")
+def _():
+    assert cons.decide("看多", "无读数", "无读数")["strength"] == "弱"
+    assert cons.decide("看多", "看多", "看多")["strength"] == "强"
+    assert cons.decide("看多", "看多", "无读数")["strength"] == "中"
+
+
+@case("C 路由: 基本面无读数且开关开 → 跳过没有买方评析")
+def _():
+    r = cons.decide("无读数", "看多", "看多", fund_required=True)
+    assert r["route"] == "跳过" and "买方评析" in r["route_reason"]
+
+
+@case("C 路由: 关掉 fund_required 后无评析不因此跳过")
+def _():
+    assert cons.decide("无读数", "看多", "看多", fund_required=False)["route"] != "跳过"
+
+
+@case("C 路由: 方向看空 → 跳过")
+def _():
+    assert cons.decide("看空", "看空", "中性")["route"] == "跳过"
+
+
+@case("C 路由: 中性且技术面收口等待且基本面非看空 → 观察等开口")
+def _():
+    r = cons.decide("中性", "中性", "中性", tech_phase="收口等待")
+    assert r["route"] == "观察" and "开口" in r["route_reason"]
+
+
+@case("C 路由: 中性且基本面看多技术面看空 → 观察等技术面转向")
+def _():
+    r = cons.decide("看多", "看空", "无读数")
+    assert r["direction"] == "中性" and r["route"] == "观察" and "转向" in r["route_reason"]
+
+
+@case("C 路由: 基本面看空技术面看多 → 交人试探仓")
+def _():
+    r = cons.decide("看空", "看多", "中性")
+    assert r["route"] == "交人" and "试探" in r["route_reason"]
+
+
+@case("C 路由: 看多但异议在择时系统 → 交人")
+def _():
+    r = cons.decide("看多", "看多", "看空")
+    assert r["direction"] == "看多" and r["route"] == "交人" and "择时" in r["route_reason"]
+
+
+@case("C 路由: 看多但只有一方表态 → 交人")
+def _():
+    r = cons.decide("看多", "无读数", "无读数")
+    assert r["route"] == "交人" and "一方" in r["route_reason"]
+
+
+@case("C 路由: 看多且多方表态、异议只在技术面 → 放行")
+def _():
+    r = cons.decide("看多", "看空", "看多")
+    assert r["direction"] == "看多" and r["route"] == "放行"
+
+
+@case("C 路由: 三方都无读数 → 放行机械方案")
+def _():
+    r = cons.decide("无读数", "无读数", "无读数", fund_required=False)
+    assert r["route"] == "放行" and "机械" in r["route_reason"]
+
+
+def main():
+    ok = 0
+    for name, fn in RESULTS:
+        try:
+            fn()
+            ok += 1
+            print("  ok  " + name)
+        except Exception:
+            print("  FAIL " + name)
+            traceback.print_exc()
+    print("-" * 60)
+    if ok == len(RESULTS):
+        print("ALL PASS (%d cases)" % ok)
+        return 0
+    print("FAILED %d/%d" % (len(RESULTS) - ok, len(RESULTS)))
+    return 1
+
+
+if __name__ == "__main__":
+    sys.exit(main())