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Simon 23972e7063 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)。
2026-09-20 07:31:04 +08:00

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"""run_job 研究子进程入口的平台/配置分支单测。
覆盖点(Review 补测):
- `_apply_memory_limit` 成功路径确实施加了请求的上限;
- 环境变量缺失时回退 `Settings.job_memory_limit_gb`;
- setrlimit 失败(如 macOS 上限额低于进程虚拟地址空间基线 → EINVAL/ValueError)
**不得抛出**,否则研究子进程启动即失败;
- `_subprocess_log_target` 落盘失败时退回 DEVNULL —— 记日志失败不能拖垮 Job。
"""
from __future__ import annotations
import resource
import pytest
from app.application.services import job_executor as je
from app.cli import run_job
def test_apply_memory_limit_sets_requested_value(monkeypatch) -> None:
captured: dict = {}
monkeypatch.setenv("QLIB_JOB_MEM_LIMIT_GB", "3")
monkeypatch.setattr(resource, "setrlimit", lambda which, lim: captured.update(w=which, lim=lim))
run_job._apply_memory_limit()
assert captured["w"] == resource.RLIMIT_AS
assert captured["lim"] == (3 * 1024**3, 3 * 1024**3)
def test_apply_memory_limit_falls_back_to_settings(monkeypatch) -> None:
"""未设 QLIB_JOB_MEM_LIMIT_GB 时用 Settings 的上限(config.yaml job.max_memory_gb)。"""
from app.core.config import get_settings
captured: dict = {}
monkeypatch.delenv("QLIB_JOB_MEM_LIMIT_GB", raising=False)
monkeypatch.setattr(resource, "setrlimit", lambda which, lim: captured.update(lim=lim))
run_job._apply_memory_limit()
gb = get_settings().job_memory_limit_gb
assert captured["lim"] == (gb * 1024**3, gb * 1024**3)
def test_apply_memory_limit_failure_does_not_raise(monkeypatch, capsys) -> None:
"""setrlimit 失败(macOS 限额低于地址空间基线的典型情形)只提示、不抛出。"""
def _boom(which, lim): # noqa: ANN001
raise ValueError("current limit exceeds maximum limit")
monkeypatch.setenv("QLIB_JOB_MEM_LIMIT_GB", "6")
monkeypatch.setattr(resource, "setrlimit", _boom)
run_job._apply_memory_limit() # 不应抛异常
err = capsys.readouterr().err
assert "内存上限 6GB 设置失败" in err
assert "无内存隔离保护" in err
def test_subprocess_log_target_falls_back_to_devnull(tmp_path, monkeypatch) -> None:
"""日志目录不可创建时退回 DEVNULL,不影响 Job 执行。"""
blocker = tmp_path / "not-a-dir"
blocker.write_text("x", encoding="utf-8")
monkeypatch.setattr(je, "BACKEND_ROOT", blocker / "sub")
assert je._subprocess_log_target() is je.subprocess.DEVNULL
def test_subprocess_log_target_writes_under_project_logs(tmp_path, monkeypatch) -> None:
"""正常路径:在 <项目根>/logs/job-subprocess.log 追加写入。"""
monkeypatch.setattr(je, "BACKEND_ROOT", tmp_path / "backend")
target = je._subprocess_log_target()
try:
target.write("hello-subprocess\n")
finally:
target.close()
assert (tmp_path / "logs" / "job-subprocess.log").read_text(encoding="utf-8") == (
"hello-subprocess\n"
)
if __name__ == "__main__": # pragma: no cover
raise SystemExit(pytest.main([__file__, "-q"]))