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)。
193 lines
6.8 KiB
TypeScript
193 lines
6.8 KiB
TypeScript
"use client";
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/** Stock Research Page(v3 §20.4):单只股票的统一研究视图。
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* K 线(chart API,可切换不复权/前复权显示)+ 成交量 + MA +
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* 该股成交(fills)与未成交信号(signals)标记 + 最近选股/信号历史(点击看原因)。
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* 全部数据来自 Chart API —— 前端不重算。
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*/
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import { useEffect, useMemo, useState } from "react";
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import { useParams } from "next/navigation";
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import { apiGet } from "@/lib/api";
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import { SymbolLink } from "@/lib/symbols";
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import type { ChartMarker, ChartResult, Stock } from "@/lib/types";
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import {
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PageHeader,
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Card,
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Pill,
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Btn,
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Banner,
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Empty,
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SkeletonLines,
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} from "@/components/ui";
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import type { CandleDatum } from "@/components/StockChart/chartTypes";
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import { StockChart } from "@/components/StockChart/StockChart";
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export default function StockResearchPage() {
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const params = useParams<{ symbol: string }>();
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const symbol = (params.symbol ?? "").toUpperCase();
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const [stock, setStock] = useState<Stock | null>(null);
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const [chart, setChart] = useState<ChartResult | null>(null);
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const [signalMarkers, setSignalMarkers] = useState<ChartMarker[]>([]);
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const [selectionMarkers, setSelectionMarkers] = useState<ChartMarker[]>([]);
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const [adjust, setAdjust] = useState<"none" | "qfq" | "hfq">("none");
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const [loading, setLoading] = useState(true);
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const [error, setError] = useState("");
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useEffect(() => {
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let alive = true;
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setLoading(true);
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setError("");
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Promise.all([
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apiGet<Stock>(`/stocks/${symbol}`),
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apiGet<ChartResult>(`/stocks/${symbol}/chart?adjust=${adjust}`),
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apiGet<ChartMarker[]>(`/stocks/${symbol}/signals`),
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apiGet<ChartMarker[]>(`/stocks/${symbol}/selections`),
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])
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.then(([st, ch, sig, sel]) => {
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if (!alive) return;
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setStock(st);
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setChart(ch);
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setSignalMarkers(sig);
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setSelectionMarkers(sel);
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})
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.catch((e: Error) => alive && setError(e.message))
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.finally(() => alive && setLoading(false));
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return () => {
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alive = false;
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};
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}, [symbol, adjust]);
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const candles: CandleDatum[] = useMemo(
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() =>
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(chart?.bars ?? [])
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.filter((b) => b.open != null && b.close != null && b.low != null && b.high != null)
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.map((b) => ({
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time: b.time,
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open: b.open as number,
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close: b.close as number,
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low: b.low as number,
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high: b.high as number,
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})),
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[chart]
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);
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return (
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<>
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<PageHeader
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title={stock ? `${stock.name} ${stock.symbol}` : symbol}
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sub={
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stock
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? `名称 ${stock.name} · 行业 ${stock.industry ?? "-"} · 市场 ${stock.market ?? "-"} · 上市 ${stock.list_date} · 状态 ${stock.status}`
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: "个股研究视图(K 线 / 信号 / 成交)"
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}
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actions={
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<div className="row" style={{ gap: 6 }}>
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{(["none", "qfq", "hfq"] as const).map((m) => (
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<Btn
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key={m}
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variant={adjust === m ? "primary" : undefined}
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onClick={() => setAdjust(m)}
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>
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{m === "none" ? "不复权" : m === "qfq" ? "前复权" : "后复权"}
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</Btn>
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))}
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</div>
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}
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/>
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{error ? <Banner tone="error">{error}</Banner> : null}
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{loading && !chart ? (
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<SkeletonLines n={8} />
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) : (
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<>
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<Card
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icon="chartLine"
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title={`K 线 · ${chart?.metadata.adjust_mode ?? "-"} · ${chart?.metadata.name ?? stock?.name ?? ""}`}
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tools={
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<>
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<Pill>共 {chart?.metadata.bar_count ?? 0} 根</Pill>
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{chart?.metadata.execution_price_basis ? (
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<Pill tone="violet">回测执行价口径 {chart.metadata.execution_price_basis}</Pill>
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) : null}
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</>
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}
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>
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{candles.length === 0 ? (
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<Empty icon="chartLine" title="无 K 线数据" hint="该区间/口径没有行情(可能停牌或未同步)。" />
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) : (
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<StockChart
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data={candles}
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volume={chart?.volume ?? []}
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indicators={chart?.indicators ?? {}}
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fills={chart?.fills ?? []}
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signals={chart?.signals ?? []}
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name={stock ? `${stock.symbol} ${stock.name}` : symbol}
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/>
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)}
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</Card>
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{chart && (chart.signals.length || chart.fills.length) ? (
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<Card
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icon="scale"
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title={
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<>
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回测成交与信号 ·{" "}
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<SymbolLink symbol={symbol} name={stock?.name} plain />
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</>
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}
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tools={
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<>
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<Pill tone="pos">成交 {chart.fills.length}</Pill>
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<Pill>未成交信号 {chart.signals.length}</Pill>
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</>
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}
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>
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<div className="chips">
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{[...chart.signals, ...chart.fills].map((m, i) => (
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<span className="chip" key={`${m.kind}-${m.time}-${i}`} title={m.text.join(";")}>
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<b className="mono">{m.time}</b>
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{m.kind}
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{m.price ? ` @${m.price}` : ""}
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</span>
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))}
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</div>
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</Card>
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) : null}
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<div className="chart-grid">
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<Card icon="spark" title="该股历史选股命中">
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{selectionMarkers.length === 0 ? (
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<Empty icon="spark" title="暂无选股记录" hint="该股尚未进入任何落库选股结果。" />
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) : (
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<div className="chips">
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{selectionMarkers.slice(0, 12).map((m, i) => (
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<span className="chip" key={`sel-${m.time}-${i}`} title={m.text.join(";")}>
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<b className="mono">{m.time}</b>
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{m.text[0]}
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</span>
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))}
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</div>
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)}
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</Card>
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<Card icon="alert" title="该股历史信号">
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{signalMarkers.length === 0 ? (
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<Empty icon="alert" title="暂无信号记录" />
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) : (
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<div className="chips">
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{signalMarkers.slice(0, 12).map((m, i) => (
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<span className="chip" key={`sig-${m.time}-${i}`} title={m.text.join(";")}>
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<b className="mono">{m.time}</b>
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{m.kind}
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{m.price ? ` @${m.price}` : ""}
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</span>
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))}
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</div>
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)}
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</Card>
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</div>
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</>
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)}
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</>
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);
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}
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