docs: 文档重构 — 清理 AI agent 残留,整合 docs/ 目录结构

- 删除 11 个残留文件: continuation.md, init_plan.md, reasonix.toml, djapi/continuation.md, djapi/.serena/, djapi/.claude/, djapi/.mcp.json, .claude/skills/, docs/usage.html, docs/db_schema.md, docs/report_db_design.md
- 7 个 CLAUDE-*.md 移入 docs/ 并重命名去 CLAUDE- 前缀
- 新增 4 个文档: architecture.md, development.md, api.md, deployment.md
- 重写 usage.md, README.md
- 修复所有过时引用和交叉链接
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# 因子引擎 + 情绪因子
## FactorEngine (`finance/factors/engine.py`)
```python
from factors.registry import get_factor, list_factors
from factors.engine import FactorEngine
fe = FactorEngine(dm, sentiment_engine=sent)
factor_df = fe.compute("000001.SZ", [get_factor("momentum_20"), get_factor("rsi_14")])
# → DataFrame: index=trade_date, columns=[momentum_20, rsi_14]
cross = fe.compute_universe(factors, date="20250630", ts_codes=[...])
```
因子路由:`factor.category == "sentiment"` → SentimentEngine;`isinstance(f, FUNDAMENTAL_FACTOR_TYPES)` → 注入财务数据。
## 因子注册表 (`finance/factors/registry.py`)
34 因子 / 12 分类:动量、RSI、MACD、量价、布林、ATR、均线、波动率、换手率、振幅、基本面、情绪。
```python
list_factors("动量") # → ['momentum_5','momentum_10','momentum_20','momentum_60']
get_factor("rsi_14") # → RSIFactor(period=14)
```
## 技术因子 (`finance/factors/technical/`)
10 类。每个继承 `BaseFactor`,实现 `calculate(df) → pd.Series`。停牌跳过,新股不足 N 日返回 NaN。
## 基本面因子 (`finance/factors/fundamental/`)
- `roe.py` — ROEFactor(同花顺 `stock_financial_abstract_ths`)
- `pe_pb.py` — PEFactor/PBFactor/EPFactor(close + 财务 EPS/BVPS map to daily)
## 情绪因子 (`finance/factors/sentiment/`)
### SentimentEngine (`sentiment_engine.py`)
```python
sent = SentimentEngine(dm, qwen_client=client, news_source=news_src)
sent_df = sent.compute("000001.SZ", max_news=30)
# → DataFrame: news_sent_5, news_conf_5, sent_delta_5
```
### 新闻源 (`news_source.py`)
三数据源聚合:AkShare `stock_news_em` + DB `xwlb_daily_ext` + MCP `trendradar-news`。
xwlb 日期处理:DB `news_date +1day`(晚间播出→次日影响)→ `align_news_to_trading_days`。
AkShare 限频 → 自动 fallback。LIMIT 按日期跨度动态计算。
### Qwen 客户端 (`qwen_client.py`)
双后端:DashScope API + 本地 Ollama。金融情绪专家 prompt,返回 `{sentiment_score, confidence, impact_duration, key_topics}`。配置:`.env` 中的 `QWEN_API_KEY` 或 `QWEN_LOCAL_BASE_URL`。
### 情绪因子 (`sentiment_factor.py`)
- `NewsSentimentFactor(window, decay)` — 时间衰减加权情绪
- `SentimentConfidenceFactor(window)` — score × confidence 加权
- `SentimentMomentumFactor(period)` — 情绪变化方向