Files
qlib/frontend/web/app/stocks/page.tsx
T
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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"use client";
import { useCallback, useEffect, useRef, useState } from "react";
import { apiGet } from "@/lib/api";
import { SymbolLink } from "@/lib/symbols";
import type { Stock } from "@/lib/types";
import {
PageHeader,
Card,
Banner,
Empty,
Pill,
SkeletonLines,
SearchBox,
} from "@/components/ui";
import { Icon } from "@/components/icons";
const LIMIT = 300;
function marketOf(symbol: string): string {
return symbol.slice(-2);
}
function statusView(s: Stock) {
switch (s.status) {
case "L":
return (
<Pill tone="pos">
上市
</Pill>
);
case "D":
return <Pill tone="neg">退市</Pill>;
case "P":
return <Pill tone="warn">暂停</Pill>;
default:
return <Pill>{s.status}</Pill>;
}
}
export default function StocksPage() {
const [stocks, setStocks] = useState<Stock[]>([]);
const [q, setQ] = useState("");
const [loading, setLoading] = useState(true);
const [error, setError] = useState("");
const [reloadKey, setReloadKey] = useState(0);
const first = useRef(true);
const load = useCallback(async () => {
setError("");
try {
const list = await apiGet<Stock[]>(
`/stocks?limit=${LIMIT}&q=${encodeURIComponent(q)}`,
);
setStocks(list);
} catch (e) {
setError((e as Error).message);
setStocks([]);
} finally {
setLoading(false);
}
}, [q]);
// 输入防抖 250ms 后再请求
useEffect(() => {
if (first.current) {
first.current = false;
void load();
return;
}
setLoading(true);
const t = window.setTimeout(() => void load(), 250);
return () => window.clearTimeout(t);
}, [q, reloadKey, load]);
return (
<>
<PageHeader
title="股票池"
sub="本地股票基础信息(Tushare 同步)。支持按代码 / 名称模糊搜索,最多展示 300 条。"
actions={
<>
<Pill tone="accent" icon="candles">
共 {stocks.length} 条
</Pill>
<button
type="button"
className="btn btn--sm"
aria-label="刷新列表"
onClick={() => {
setLoading(true);
setReloadKey((k) => k + 1);
}}
>
<Icon name="refresh" size={14} />
刷新
</button>
</>
}
/>
{error ? (
<Banner tone="error">加载失败:{error}</Banner>
) : null}
<div className="row" style={{ marginBottom: 14 }}>
<SearchBox
value={q}
onChange={setQ}
onClear={() => setQ("")}
placeholder="按代码 / 名称搜索,如 600519 或 茅台"
label="搜索股票"
/>
</div>
<Card flush>
<div className="table-wrap">
<table className="tbl">
<thead>
<tr>
<th>代码 / 名称</th>
<th>市场</th>
<th>行业</th>
<th>地区</th>
<th>上市日</th>
<th>状态</th>
</tr>
</thead>
<tbody>
{stocks.map((s) => (
<tr key={s.symbol}>
{/* 代码列直接合并名称(后端 payload 的 name 更权威),避免与独立名称列重复展示 */}
<td><SymbolLink symbol={s.symbol} name={s.name} /></td>
<td>
<span className="tag tag--mono">{marketOf(s.symbol)}</span>
</td>
<td>{s.industry ? <span className="tag">{s.industry}</span> : <span className="hint">—</span>}</td>
<td className="hint">{s.area ?? "—"}</td>
<td className="cell-mono">{s.list_date}</td>
<td>{statusView(s)}</td>
</tr>
))}
</tbody>
</table>
</div>
{loading && !error && stocks.length === 0 ? (
<div style={{ padding: 18 }}>
<SkeletonLines n={6} />
</div>
) : null}
{!loading && !error && stocks.length === 0 ? (
<Empty
icon="search"
title={q ? "没有匹配的股票" : "股票池为空"}
hint={
q
? `「${q}」没有命中。试试更短的代码或名称关键词。`
: "请先通过后端同步基础信息:uv run python -m app.cli.sync basic"
}
/>
) : null}
{stocks.length > 0 ? (
<div
className="hint"
style={{
padding: "8px 16px",
borderTop: "1px solid var(--line)",
display: "flex",
alignItems: "center",
gap: 14,
}}
>
<span>显示前 {stocks.length} 条(接口上限 {LIMIT})</span>
<span className="row" style={{ gap: 4 }}>
<Dot color="var(--pos)" />
上市
</span>
<span className="row" style={{ gap: 4 }}>
<Dot color="var(--warn)" />
暂停
</span>
<span className="row" style={{ gap: 4 }}>
<Dot color="var(--neg)" />
退市
</span>
</div>
) : null}
</Card>
</>
);
}
function Dot({ color }: { color: string }) {
return (
<span
aria-hidden="true"
style={{
display: "inline-block",
width: 8,
height: 8,
borderRadius: "50%",
background: color,
}}
/>
);
}