92 lines
4.8 KiB
Python
92 lines
4.8 KiB
Python
# -*- coding: utf-8 -*-
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"""三源合议与路由 (2026-09-11, 纯逻辑, 零外部依赖)。
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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。
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方案第四节的合议规则 (台账 009):
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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。
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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。
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"""
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from __future__ import annotations
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_BULL, _BEAR, _NEUT, _NA = "看多", "看空", "中性", "无读数"
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# 方向看多但择时看空时的两种去向 (2026-09-14 系统自决包): 默认交人; 自决开着时改回观察等择时转多。
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_R_WAIT_TIMING = "等择时转多"
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def _reason(fund, tech, timing, direction, strength):
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head = "、".join([f"基本面{fund}", f"技术面{tech}", f"择时{timing}"])
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return head + " → " + direction + (("·" + strength) if strength else "")
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def _route(fund, tech, timing, direction, tech_phase, fund_required, weak_confirm=True,
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timing_dissent="confirm"):
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"""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。"""
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if fund_required and fund == _NA:
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return "跳过", "没有买方评析"
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if direction == _BEAR:
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return "跳过", f"方向看空（基本面{fund}、技术面{tech}、择时{timing}）"
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if direction == _NEUT and tech_phase == "收口等待" and fund != _BEAR:
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return "观察", "等技术面开口"
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if direction == _NEUT and fund == _BULL and tech == _BEAR:
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return "观察", "等技术面转向"
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if fund == _BEAR and tech == _BULL:
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return "交人", "基本面看空、技术面看多，试探仓"
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if direction == _BULL:
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voiced = [v for v in (fund, tech, timing) if v in (_BULL, _BEAR)]
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if timing == _BEAR: # 异议在择时系统
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# 默认交人 (逐字回旧); 系统自决开着时改回观察, 等择时转多再走放行 (2026-09-14)。
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if timing_dissent == "observe":
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return "观察", _R_WAIT_TIMING
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return "交人", "方向看多但择时系统有异议"
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if len(voiced) <= 1: # 只有一方表态
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# 弱表态: weak_confirm 开着交人, 关掉放行 (2026-09-14 加固, 登记 PMS_CONSENSUS_WEAK_CONFIRM)
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if weak_confirm:
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return "交人", "方向看多但只有一方表态"
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return "放行", "方向看多但只有一方表态（弱表态放行）"
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return "放行", "方向看多" # 看多强, 或异议只在技术面
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if fund == _NA and tech == _NA and timing == _NA:
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return "放行", "三方都无读数，机械方案"
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return "观察", "方向中性"
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def decide(fund, tech, timing, *, tech_phase=None, fund_required=True, weak_confirm=True,
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timing_dissent="confirm") -> dict:
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"""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
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(收口等待 等), 路由用。fund_required: 无买方评析是否拦 (开关 PMS_FUND_REQUIRED)。
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weak_confirm: 方向看多但只有一方表态时是否交人 (开关 PMS_CONSENSUS_WEAK_CONFIRM, 默认真;
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关掉则放行)。timing_dissent: 方向看多但择时看空时的去向, confirm 交人 (默认, 逐字回旧) /
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observe 改观察等择时转多 (系统自决开着时传, 观察结果带 disp=wait_timing)。"""
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votes = {"fund": fund, "tech": tech, "timing": timing}
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voiced = [v for v in (fund, tech, timing) if v in (_BULL, _BEAR)]
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bulls = sum(1 for v in voiced if v == _BULL)
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bears = sum(1 for v in voiced if v == _BEAR)
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# ---- 方向: 多数决, 无读数弃权不计, 平局中性 ----
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if bulls > bears:
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direction = _BULL
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elif bears > bulls:
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direction = _BEAR
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else:
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direction = _NEUT
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# ---- 强弱: 只有一方表态弱, 三方一致强, 其余 (两方表态) 为中 ----
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if direction == _NEUT:
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strength = None
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elif len(voiced) <= 1:
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strength = "弱"
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elif bulls == 3 or bears == 3:
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strength = "强"
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else:
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strength = "中"
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route, route_reason = _route(fund, tech, timing, direction, tech_phase, fund_required,
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weak_confirm, timing_dissent)
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out = {"direction": direction, "votes": votes, "strength": strength,
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"reason": _reason(fund, tech, timing, direction, strength),
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"route": route, "route_reason": route_reason}
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# 择时异议改观察这一种, 处置词记 wait_timing (页面显示「择时待转多」; 动作引擎观察分支据它选标签)。
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if route == "观察" and route_reason == _R_WAIT_TIMING:
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out["disp"] = "wait_timing"
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return out
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