feat: 股息率案例口径 + 策略库与图表统一 + 回测存档完整化
汇总三轮未提交的开发(每轮均在本机 MariaDB + 真实浏览器上验证):
1) 股息率案例(全市场股息率最高 n 只,默认 20,每 m 月择股)
- 新增日频估值表 daily_basic + 迁移;股息率因子(dv_ratio / dividend_yield / TTM)
- 名称历史表 stock_name_history:剔除 ST 按**择股日当时名称**判定,消除
「曾高股息后 ST」的股息陷阱(实测 3.70pp 偏差)
- 区间择股/调仓双周期(m 择股 / y 调仓)、指数成分与白名单、停牌近似剔除
- 复权因子口径核对(4,164,742 行、缺失 0.0%)、收盘价成交与涨跌停拦单
- 案例实测:2020-01-01~2026-09-04 总收益 +24.86%(年化 3.52%、回撤 -28.58%)
2) 策略库与前端统一
- strategy 表 + CRUD/PUT 原地更新 + `describe_strategy` 按 spec 真实推导
「一句话说明 + 计算公式 + 执行步骤 + 注意事项」(与引擎实执行规则同源)
- 任何出现股票代码处都成对显示名称且可点击进个股页
- 全站图表基座统一 TradingView Lightweight Charts(ECharts 依赖、
锁文件、组件与文档标注一并清除),买卖点标记只落在真实交易日上
3) 回测存档完整化(可往复查看)
- 同步端点(POST /api/backtests、/api/factor-tests)此前完全不落库 → 现在同样归档,
归档 id 经响应头 X-Experiment-Id 返回(不破坏 response_model)
- data_version 首次真实写入(数据快照指纹:最新交易日 + 各表规模)
- 个股收益曲线默认**全量保存**(此前硬截断 60 只);超出体积预算才裁剪,
并写 archive_meta(机器可读)+ unimplemented(人可读)如实标注
- 列表 kind/q 过滤 + X-Total-Count(此前 limit=50 静默截断)、DELETE 归档
- 只读归档页 /experiments/{id}(Server Component,SSR 直出**选股条件**与
**交易执行依据**);结果视图按 kind 分发(backtest/factor_test/selection),
非回测归档不套用回测口径
- 新增 CLI:prune_experiments(保留策略,默认 dry-run)、
restore_experiment_from_job(从 Job 副本按原 id 重建被删的历史归档,默认 dry-run)
门禁:pytest 388 passed、ruff All checks passed、tsc 0 错误、图表单测 7 passed、
next build 成功、契约脚本 verify_strategy_workspace 59/59(含按 kind 逐类验证归档页)。
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@@ -36,7 +36,12 @@ export type IconName =
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| "link"
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| "spark"
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| "clock"
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| "filter";
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| "filter"
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| "plus"
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| "edit"
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| "trash"
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| "download"
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| "copy";
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const P: Record<
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IconName,
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@@ -140,6 +145,33 @@ const P: Record<
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</>
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),
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check: () => <path d="m5 12.5 4.5 4.5L19 7.5" strokeLinecap="round" strokeLinejoin="round" />,
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plus: () => <path d="M12 5.5v13M5.5 12h13" strokeLinecap="round" />,
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edit: () => (
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<>
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<path d="M4.5 19.5h4l10-10a2.12 2.12 0 0 0-3-3l-10 10v3Z" strokeLinejoin="round" />
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<path d="m14.5 6.5 3 3" strokeLinecap="round" />
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</>
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),
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trash: () => (
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<>
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<path d="M5 7.5h14" strokeLinecap="round" />
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<path d="M9.5 7.5V5.5h5v2" strokeLinejoin="round" />
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<path d="M6.5 7.5 7.4 19a1.5 1.5 0 0 0 1.5 1.4h6.2a1.5 1.5 0 0 0 1.5-1.4l.9-11.5" strokeLinejoin="round" />
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</>
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),
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download: () => (
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<>
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<path d="M12 3.5v10.5" strokeLinecap="round" />
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<path d="M7.5 10 12 14.5 16.5 10" strokeLinecap="round" strokeLinejoin="round" />
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<path d="M4.5 19.5h15" strokeLinecap="round" />
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</>
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),
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copy: () => (
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<>
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<rect x="9" y="9" width="10.5" height="10.5" rx="2" />
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<path d="M15 6.5A2 2 0 0 0 13 4.5H6.5a2 2 0 0 0-2 2V13a2 2 0 0 0 2 2" strokeLinecap="round" />
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</>
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),
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info: () => (
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<>
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<circle cx="12" cy="12" r="9" />
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