121 lines
6.2 KiB
Python
121 lines
6.2 KiB
Python
# -*- coding: utf-8 -*-
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"""
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研判闸客户端 · 二级关口 (设计 §7)
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==================================
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「PMS 备齐硬数字与账本流水作为 context → 请求决策系统研判 (其 process_intraday_audit
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新增 PMS 请求类 direction, 复用既有仲裁哲学: 代码算数、AI 裁定性、越界收口)
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→ 结构化答复 通过/驳回+理由。**研判服务不可用 → 自动降级 propose_only
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(人工确认替位) + ERROR 告警**。命令驱动动作不过研判闸 (不用 AI 审用户)。」
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当前状态: 决策系统侧的 PMS 请求 direction 尚未开发 (bionic 仓库的配套改造)。
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因此本模块默认 `PMS_JUDGE_API_BASE` 为空 = 未接通, 一律返回 UNAVAILABLE, 调用方按设计
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降级为「人工确认替位」。接通后只需在页面把 base 填上, 无需改代码。
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返回结构固定: {"verdict": PASS|REJECT|UNAVAILABLE, "reason", "degraded", "raw"}
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"""
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from __future__ import annotations
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import logging
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from app.services import param_store
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logger = logging.getLogger("pms.judge")
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PASS, REJECT, UNAVAILABLE = "PASS", "REJECT", "UNAVAILABLE"
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# 新建仓送研判时, hard_numbers 里**只送这几个键**。
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#
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# 决策系统本来就不管仓位 —— 它是一套聚合了大量信号的判断系统, 「买多少」从来不是它的活。
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# 而它收到 hard_numbers 之后是逐键渲染成「【硬数字 (PMS 已算好, 勿重算)】」贴进提示词的,
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# 所以把名额、可投金额、批次比例、组合占比原样送过去, 等于当面请一个不该管仓位的系统去看
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# 仓位 —— 提示词后面那句「仓位纪律不归你管」压不住已经摆在它眼前的一串数字。
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#
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# 这里只送「这只票凭什么被选出来」: 现价 + 候选池给的定性材料, 那正是要它裁的问题。
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# 账本不受影响 —— pms_action_ledger.hard_numbers_json 照旧存全量, 判分锚一个字不少。
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#
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# **只对 OPEN 生效。** FILL/ADD/DCA 的硬数字 (安全垫、评估档位、底仓量) 本身就是它们的判据,
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# 一个都不能删: 那几类动作是在**已有持仓**上做加减, 谈的就是这个仓位, 与新建仓不是一回事。
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OPEN_JUDGE_KEYS = ("price", "score", "theme", "tier", "upside", "heat",
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"plan_rank", "plan_bucket", "plan_src", "sector")
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def _judge_hard_numbers(action: str, hard: dict) -> dict:
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"""按动作裁剪送出去的硬数字。非 OPEN 一律原样送 (行为与 2026-08-06 之前一字不差)。"""
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if str(action or "").upper() != "OPEN":
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return dict(hard or {})
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return {k: v for k, v in (hard or {}).items() if k in OPEN_JUDGE_KEYS}
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def enabled() -> bool:
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return param_store.get_bool("PMS_JUDGE_ENABLED", True)
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def base_url() -> str:
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return (param_store.get("PMS_JUDGE_API_BASE", "") or "").strip().rstrip("/")
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def available() -> bool:
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return bool(enabled() and base_url())
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def judged_actions() -> set:
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return set(param_store.get_list("PMS_JUDGE_ACTIONS", ["FILL", "ADD", "DCA", "SWITCH"]))
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def status() -> dict:
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if not enabled():
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return {"available": False, "reason": "研判闸已关闭 (PMS_JUDGE_ENABLED=False), "
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"自主提议一律走人工确认"}
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if not base_url():
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return {"available": False, "reason": "决策系统 PMS 研判接口未配置 "
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"(PMS_JUDGE_API_BASE 为空) —— 待 bionic 侧配套改造"
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"完成后填入, 当前自动降级为人工确认"}
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return {"available": True, "base": base_url(), "actions": sorted(judged_actions())}
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def request(candidate: dict, context: dict = None, *, timeout: int = None) -> dict:
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"""请求一次研判。任何异常/超时/未接通都返回 UNAVAILABLE (绝不把提议当成通过)。"""
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action = str(candidate.get("action") or "").upper()
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if action not in judged_actions():
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return {"verdict": PASS, "reason": f"{action} 不在研判范围, 规则闸通过即可",
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"degraded": False, "raw": None}
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if not available():
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st = status()
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logger.error("[研判闸] 不可用, 降级人工确认: %s", st["reason"])
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return {"verdict": UNAVAILABLE, "reason": st["reason"], "degraded": True, "raw": None}
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payload = {
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"direction": "PMS_JUDGE", "action": action, "ts_code": candidate.get("ts_code"),
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"qty": candidate.get("qty"), "reason": candidate.get("reason"),
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# 硬数字按动作裁剪: 新建仓只送定性材料, 不送仓位数字 (见 OPEN_JUDGE_KEYS 的说明)
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"hard_numbers": _judge_hard_numbers(action, candidate.get("hard_numbers")),
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"context": context or {},
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# 设计要求: 补仓类研判必须回答「下跌是杀逻辑还是杀情绪」。
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# 新建仓的必答 (「把这只票挑出来的驱动到今天还成不成立」) **只写在决策系统的判据里**,
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# 这边不传 —— 「建仓该问什么」属于仲裁哲学, 是它的知识, PMS 不需要懂。
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"must_answer": (["下跌是杀逻辑还是杀情绪"] if action == "DCA" else []),
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}
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to = int(timeout or param_store.get_int("PMS_JUDGE_TIMEOUT", 90))
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url = base_url() + (param_store.get("PMS_JUDGE_PATH", "/api/intraday/pms_judge") or "")
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try:
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import requests
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r = requests.post(url, json=payload, timeout=to)
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r.raise_for_status()
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data = r.json() or {}
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except Exception as e:
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logger.error("[研判闸] 请求失败, 降级人工确认: %s: %s", type(e).__name__, e)
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return {"verdict": UNAVAILABLE, "reason": f"研判请求失败: {type(e).__name__}: {e}",
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"degraded": True, "raw": None}
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verdict = str(data.get("verdict") or data.get("decision") or "").upper()
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if verdict in ("PASS", "APPROVE", "APPROVED", "ALLOW", "通过"):
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v = PASS
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elif verdict in ("REJECT", "DENY", "DENIED", "BLOCK", "驳回"):
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v = REJECT
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else:
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logger.error("[研判闸] 答复无法识别 (%s), 按不可用降级", verdict or data)
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return {"verdict": UNAVAILABLE, "reason": f"研判答复无法识别: {verdict or data}",
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"degraded": True, "raw": data}
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return {"verdict": v, "reason": data.get("reason") or data.get("rationale") or "",
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"degraded": False, "raw": data}
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