Simon
f13b34c59e
字段库与单位： - `/fields`：字段库管理页（中文名/说明可改、可停用；kind 是引擎事实不可改）； 单位只在字段自己的阶梯里选（总市值 = 万元/亿元），越界 422 原样展示。 - `lib/units.ts`：界面单位 ⇄ 基准单位换算集中一处，条件输入按界面单位回显、 提交前换回基准单位（引擎只认基准单位，库里存的也永远是基准单位）。 - `SelectionStrategyForm` 取代 `StrategyParamsForm`：一个策略只定义「怎么选」 （股票池 + 因子 + 过滤条件），条件字段来自字段库接口而不是前端硬编码枚举。 因子参数化（名字即身份，界面不许藏）： - `/factors` 新增「参数」列与展开行：精确引擎键、每个参数的允许范围、来源、依赖列 （依赖列标明「引擎事实，不可改」）；说明文案从「不可修改」改为 「改参数 = 新建参数化因子 = 新身份，旧因子/既有策略不变义」。 - 「新建参数化因子」卡片：模板下拉 + 受控窗口（min/max）+ 方向枚举下拉， 实时预览规范键/中文名/渲染公式；后端 422 的原文原样展示，不静默截断。 - 因子下拉显示中文名（含参数）与短键，**value 一律是完整引擎键**； 停用的因子从各页候选里消失（/strategies、/selection、/signals、/factors/compose）， 既有策略/归档仍按名字解析；`/factors/compose` 顺手修了勾选框点击目标过小。 - `/fields` 加提示：字段库只列内置因子名，参数化因子在 /factors 管理， 选股策略条件下拉里会一并出现。 tsc --noEmit 0 error；verify_ui_alignment 8 页 160 项全过（另跑 3 个选因子页 51/54）。
629 lines
26 KiB
TypeScript
629 lines
26 KiB
TypeScript
"use client";
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/**
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* 选股策略表单（2026-09 重构）：只编辑「选股条件组合」。
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*
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* 与旧的 StrategyParamsForm 的区别：这里**没有**回测执行参数 ——
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* 资金 / 持仓数 / 持仓时间 / 调仓时机 / 费率 / 复权 / 区间都不属于选股策略，
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* 它们在「回测组合」（/backtest）里才填。策略库只回答一个问题：**怎么选**。
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*
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* 字段：名字 + 一句话说明 + 股票池（剔ST/上市天数/指数成分/白名单）+ 因子[名,权重] + 过滤条件。
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*/
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import Link from "next/link";
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import { useId, useState } from "react";
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import { factorOptionLabel } from "@/lib/factors";
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import type { ConditionField, FactorMeta, ResearchCondition, SelectionStrategy } from "@/lib/types";
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import { baseUnitOf, displayUnitOf, fromBase, toBase, unitScale } from "@/lib/units";
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import { Btn, Field } from "@/components/ui";
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export type Op = ResearchCondition["op"];
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export const OPS: { value: Op; label: string }[] = [
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{ value: "gt", label: ">" },
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{ value: "gte", label: "≥" },
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{ value: "lt", label: "<" },
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{ value: "lte", label: "≤" },
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{ value: "eq", label: "=" },
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{ value: "ne", label: "≠" },
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{ value: "in", label: "属于" },
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{ value: "not_in", label: "不属于" },
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];
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const OP_LABEL: Record<string, string> = Object.fromEntries(OPS.map((o) => [o.value, o.label]));
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/** 把「属于 / 不属于」的取值写成给人看的逗号分隔串（数组 value ↔ 文本）。 */
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export function valueToText(
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v: ResearchCondition["value"],
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scale = 1,
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asNumber = true,
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): string {
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if (v === null || v === undefined) return "";
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// 存储值一律是**基准单位**；这里换算成界面单位显示（scale=1 时原样）
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const show = (x: unknown) => {
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if (!asNumber) return String(x);
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const n = Number(x);
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if (Number.isNaN(n)) return String(x);
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return String(fromBase(n, scale));
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};
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if (Array.isArray(v)) return v.map(show).join(", ");
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return show(v);
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}
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/** 文本 → 条件取值：属于/不属于 必为数组（引擎实体强制要求 list），其余按能否解析成数字。
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* 数字按**界面单位**输入，写回时换算成基准单位（存储与引擎只用基准单位）。 */
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export function textToValue(
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raw: string,
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op: Op,
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scale = 1,
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kind: "num" | "str" = "num",
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): ResearchCondition["value"] {
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const conv = (s: string): string | number => {
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if (kind === "str") return s;
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const n = Number(s);
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return Number.isNaN(n) ? s : toBase(n, scale);
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};
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if (op === "in" || op === "not_in") {
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return raw
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.split(/[,，]/)
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.map((s) => s.trim())
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.filter(Boolean)
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.map(conv);
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}
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if (raw === "") return "";
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return conv(raw);
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}
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export interface SelectionStrategyParams {
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name: string;
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description: string;
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factors: { name: string; weight: number }[];
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conditions: ResearchCondition[];
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excludeSt: boolean;
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minListingDays: number;
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indexCode: string;
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}
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export function emptySelectionParams(): SelectionStrategyParams {
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return {
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name: "",
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description: "",
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factors: [{ name: "dividend_yield", weight: 1 }],
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conditions: [],
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excludeSt: true,
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minListingDays: 250,
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indexCode: "",
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};
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}
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/** 后端 SelectionStrategy → 表单参数 */
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export function paramsFromSelectionStrategy(s: SelectionStrategy): SelectionStrategyParams {
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const u = s.universe ?? {};
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return {
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name: s.name,
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description: s.description,
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factors: (s.factors ?? []).map((f) => ({ name: f.name, weight: f.weight })),
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conditions: (s.conditions ?? []).map((c) => ({ ...c })),
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excludeSt: u.exclude_st ?? true,
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minListingDays: u.min_listing_days ?? 250,
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indexCode: u.index_code ?? "",
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};
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}
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/** 表单参数 → 后端 SelectionStrategy（id 可选，用于新建/更新） */
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export function selectionStrategyFromParams(
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p: SelectionStrategyParams,
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id?: string
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): SelectionStrategy {
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return {
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...(id ? { id } : {}),
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name: p.name.trim(),
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description: p.description.trim(),
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universe: {
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exclude_st: p.excludeSt,
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min_listing_days: p.minListingDays,
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index_code: p.indexCode.trim() || null,
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},
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factors: p.factors.filter((f) => f.name.trim()),
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conditions: p.conditions.filter((c) => c.field.trim()),
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};
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}
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export function validateSelectionParams(p: SelectionStrategyParams): Record<string, string> {
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const e: Record<string, string> = {};
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if (!p.name.trim()) e.name = "策略名必填（便于在策略库中识别）";
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else if (p.name.trim().length > 64) e.name = "策略名最多 64 字";
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if (!p.description.trim()) e.description = "一句话说明必填：说清这个策略怎么选";
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else if (p.description.trim().length > 300)
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e.description = `一句话说明最长 300 字（当前 ${p.description.trim().length} 字）`;
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if (!p.factors.some((f) => f.name.trim())) e.factors = "至少选择一个因子";
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else {
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const used = p.factors.map((f) => f.name.trim()).filter(Boolean);
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const dup = used.find((n, i) => used.indexOf(n) !== i);
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if (dup) e.factors = `因子「${dup}」重复了：同一因子只应出现一次（想加权重请调权重值）`;
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}
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for (const c of p.conditions) {
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if (!c.field.trim()) {
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e.conditions = "存在空的条件字段：请选择字段或删除该条件";
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break;
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}
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if (c.ref !== null && c.ref !== undefined && !String(c.ref).trim()) {
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e.conditions = `条件「${c.field}」选择了「与另一字段比较」，但右侧字段是空的`;
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break;
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}
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if (c.ref) continue; // 字段 vs 字段：右侧字段已校验
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if (c.op === "in" || c.op === "not_in") {
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if (!Array.isArray(c.value) || c.value.length === 0) {
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e.conditions = `条件「${c.field} ${OP_LABEL[c.op]}」需要至少一个取值（多个值用逗号分隔）`;
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break;
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}
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continue;
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}
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if (c.value === null || c.value === undefined || String(c.value).trim() === "") {
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e.conditions = `条件「${c.field}」缺少取值`;
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break;
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}
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}
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return e;
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}
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export interface SelectionStrategyFormProps {
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value: SelectionStrategyParams;
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onChange: (next: SelectionStrategyParams) => void;
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factorOptions: FactorMeta[];
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/** 字段库（/api/condition-fields，只传启用项）：条件的字段从这里选，附带中文名与含义。 */
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conditionFields?: ConditionField[];
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disabled?: boolean;
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errors?: Record<string, string>;
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revealErrors?: boolean;
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}
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/** 该字段允许的比较符（字段库里没登记过的字段 → 按数值处理，交给后端报错）。 */
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function opsFor(meta: ConditionField | undefined): Op[] {
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return (meta?.ops as Op[] | undefined) ?? ["gt", "gte", "lt", "lte", "eq", "ne"];
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}
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/** 换字段/换比较符时把比较符收敛到合法集合，避免出现「行业 > 5」这种永远为假的组合。 */
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function pickOp(current: Op, meta: ConditionField | undefined): Op {
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const allowed = opsFor(meta);
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if (allowed.includes(current)) return current;
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return meta?.kind === "str" ? "eq" : "gte";
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}
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/** 取值随比较符变形：属于/不属于 必须是数组（引擎实体强制），其余退回标量。 */
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function coerceValue(v: ResearchCondition["value"], op: Op): ResearchCondition["value"] {
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if (op === "in" || op === "not_in") {
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if (Array.isArray(v)) return v;
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return v === null || v === undefined || v === "" ? [] : [v as string | number];
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}
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return Array.isArray(v) ? (v[0] ?? "") : v;
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}
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/** 因子方向的人话（与「因子研究」页同一套说法）。 */
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function directionText(d: FactorMeta["direction"]): string {
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return d === "lower_is_better" ? "越低越好" : "越高越好";
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}
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/** 因子频率的人话（后端存 daily/weekly/monthly，界面不该露出英文枚举）。 */
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function frequencyText(f: string): string {
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return { daily: "日频", weekly: "周频", monthly: "月频" }[f] ?? f;
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}
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/** 选中因子后的说明：真实参数/方向/频率/回看/依赖列 + 简介（与字段库的口径提示同一位置）。 */
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function factorHint(f: FactorMeta): string {
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const parts: string[] = [];
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// 真实参数（窗口等）放最前：这是「这个因子到底怎么算」的第一信息
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const specs = f.param_specs ?? [];
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const params = specs
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.filter((s) => s.kind === "int")
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.map((s) => `${s.label} ${f.params?.[s.name] ?? s.default}`)
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.join("、");
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if (params) parts.push(params);
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parts.push(directionText(f.direction), frequencyText(f.frequency));
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parts.push(f.lookback ? `回看 ${f.lookback} 日` : "时点值（无回看窗口）");
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if (f.requires?.length) parts.push(`需要 ${f.requires.join(" / ")}`);
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if (f.source === "custom") parts.push("目录里的参数化实例（参数写在名字里）");
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return `${parts.join(" · ")} — ${f.brief || f.description}`;
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}
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export function SelectionStrategyForm({
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value: p,
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onChange,
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factorOptions,
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conditionFields = [],
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disabled = false,
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errors = {},
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revealErrors = false,
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}: SelectionStrategyFormProps) {
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const fid = useId();
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const [touched, setTouched] = useState<Record<string, boolean>>({});
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const blur = (key: string) => () => setTouched((t) => ({ ...t, [key]: true }));
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const showErr = (key: string) => (revealErrors || touched[key] ? errors[key] : undefined);
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const set = (patch: Partial<SelectionStrategyParams>) => onChange({ ...p, ...patch });
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const setFactor = (i: number, patch: Partial<{ name: string; weight: number }>) =>
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set({ factors: p.factors.map((f, j) => (j === i ? { ...f, ...patch } : f)) });
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// 字段库 → 分组下拉 + 按名查含义（后端已按 sort_order 排序，这里保持首次出现顺序）
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const fieldByName = new Map(conditionFields.map((f) => [f.name, f]));
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const fieldGroups: { name: string; items: ConditionField[] }[] = [];
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for (const f of conditionFields) {
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const g = fieldGroups.find((x) => x.name === f.group_name);
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if (g) g.items.push(f);
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else fieldGroups.push({ name: f.group_name, items: [f] });
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}
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return (
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<div className="params-form">
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{/* 名字 + 一句话说明 */}
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<div className="params-meta">
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<Field label="策略名（必填）" hint="在策略库中唯一" className="params-meta__name">
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<input
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className={`input${showErr("name") ? " input--invalid" : ""}`}
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value={p.name}
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maxLength={64}
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placeholder="例：高股息防御"
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disabled={disabled}
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onChange={(e) => set({ name: e.target.value })}
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onBlur={blur("name")}
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/>
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{showErr("name") && <div className="field-err" role="alert">{showErr("name")}</div>}
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</Field>
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<Field
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label="一句话说明（必填）"
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hint={`说清这个策略怎么选（${p.description.length}/300）`}
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className="params-meta__desc"
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>
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<textarea
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className={`input${showErr("description") ? " input--invalid" : ""}`}
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rows={2}
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value={p.description}
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maxLength={300}
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placeholder="例：全市场股息率最高、且 dv_ratio ≤ 30 的股票，剔除 ST 与次新股"
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disabled={disabled}
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onChange={(e) => set({ description: e.target.value })}
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onBlur={blur("description")}
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/>
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{showErr("description") && (
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<div className="field-err" role="alert">{showErr("description")}</div>
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)}
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</Field>
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</div>
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{/* 股票池 */}
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<b className="form-section__title">股票池（universe）</b>
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<div className="form-grid" style={{ marginTop: 8 }}>
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<Field label="标的范围">
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<label className="check">
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<input
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type="checkbox"
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checked={p.excludeSt}
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disabled={disabled}
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onChange={(e) => set({ excludeSt: e.target.checked })}
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/>
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剔除 ST
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</label>
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</Field>
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<Field label="最少上市天数" hint="避免次新股噪声；0 = 不限制">
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<input
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className="input"
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type="number"
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inputMode="numeric"
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min={0}
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step={10}
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value={p.minListingDays}
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disabled={disabled}
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onChange={(e) => set({ minListingDays: Number(e.target.value) })}
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/>
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</Field>
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<Field label="指数成分（可选）" hint="如 000300.SH = 仅沪深300成分股；留空 = 不限">
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<input
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className="input mono"
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value={p.indexCode}
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placeholder="000300.SH"
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disabled={disabled}
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onChange={(e) => set({ indexCode: e.target.value })}
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/>
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</Field>
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</div>
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{/* 因子 */}
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<div className="between" style={{ marginTop: 14, marginBottom: 8 }}>
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<b className="form-section__title">打分因子（score = Σ 权重 × 因子值，越大越优先）</b>
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<Btn
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icon="layers"
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size="sm"
|
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disabled={disabled}
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onClick={() =>
|
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set({
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factors: [
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...p.factors,
|
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// 默认选中第一个「可用」的因子（停用的不该被默认塞进新策略）
|
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{
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||
name: (factorOptions.find((o) => o.enabled !== false) ?? factorOptions[0])?.name ?? "",
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||
weight: 1,
|
||
},
|
||
],
|
||
})
|
||
}
|
||
>
|
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添加因子
|
||
</Btn>
|
||
</div>
|
||
<div className="factor-rows">
|
||
<div className="factor-rows__head" aria-hidden="true">
|
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<span>因子</span>
|
||
<span>权重</span>
|
||
<span />
|
||
</div>
|
||
{p.factors.map((f, i) => {
|
||
const meta = factorOptions.find((o) => o.name === f.name);
|
||
return (
|
||
<div className="factor-row" key={i}>
|
||
<div className="cell-stack">
|
||
<select
|
||
id={`${fid}-name-${i}`}
|
||
className="input"
|
||
aria-label={`第 ${i + 1} 个因子的名称`}
|
||
value={f.name}
|
||
disabled={disabled}
|
||
onChange={(e) => setFactor(i, { name: e.target.value })}
|
||
>
|
||
{!meta && f.name ? (
|
||
<option value={f.name}>{f.name}（未在因子表）</option>
|
||
) : null}
|
||
{/* 停用的因子不出现在候选里（管理在 /factors），但**当前已选中的那个必须留着**，
|
||
否则编辑历史策略时会显示成「未在因子表」，读起来像因子被删了。 */}
|
||
{factorOptions
|
||
.filter((o) => o.enabled !== false || o.name === f.name)
|
||
.map((o) => (
|
||
<option key={o.name} value={o.name}>
|
||
{factorOptionLabel(o)}
|
||
{o.enabled === false ? "（已停用）" : ""}
|
||
</option>
|
||
))}
|
||
</select>
|
||
<span className="hint cell-hint">
|
||
{meta
|
||
? factorHint(meta)
|
||
: "该名称不在因子目录里：可能是历史策略引用了已删除的因子，运行时会报错"}
|
||
</span>
|
||
</div>
|
||
<input
|
||
id={`${fid}-weight-${i}`}
|
||
className="input mono"
|
||
type="number"
|
||
inputMode="decimal"
|
||
step="0.1"
|
||
min={0}
|
||
aria-label={`第 ${i + 1} 个因子的权重`}
|
||
title="权重：越大表示该因子越重要（1 = 等权）"
|
||
value={f.weight}
|
||
disabled={disabled}
|
||
onChange={(e) => setFactor(i, { weight: Number(e.target.value) })}
|
||
/>
|
||
{p.factors.length > 1 ? (
|
||
<Btn
|
||
icon="x"
|
||
disabled={disabled}
|
||
aria-label={`删除第 ${i + 1} 个因子`}
|
||
title="删除该因子"
|
||
onClick={() => set({ factors: p.factors.filter((_, j) => j !== i) })}
|
||
/>
|
||
) : (
|
||
<span />
|
||
)}
|
||
</div>
|
||
);
|
||
})}
|
||
</div>
|
||
{showErr("factors") && <div className="field-err" role="alert">{showErr("factors")}</div>}
|
||
<div className="hint" style={{ marginTop: 6 }}>
|
||
权重 1 = 等权；多个因子会先各自做横截面 z-score 标准化再加权，避免量纲不同互相压制。
|
||
</div>
|
||
|
||
{/* 过滤条件 */}
|
||
<div className="between" style={{ marginTop: 14, marginBottom: 8 }}>
|
||
<b className="form-section__title">过滤条件（AND，股票池之后、因子排序之前执行）</b>
|
||
<div className="row" style={{ gap: 8 }}>
|
||
<Link href="/fields" className="btn btn--sm"><span>管理字段库</span></Link>
|
||
<Btn
|
||
icon="layers"
|
||
size="sm"
|
||
disabled={disabled}
|
||
onClick={() => set({ conditions: [...p.conditions, { field: "", op: "gte", value: 0 }] })}
|
||
>
|
||
添加条件
|
||
</Btn>
|
||
</div>
|
||
</div>
|
||
{p.conditions.length === 0 ? (
|
||
<div className="hint">
|
||
未设置条件：候选 = 股票池内因子分最高的若干只（具体取多少只在回测组合里定）。
|
||
条件用来「筛掉不要的」，因子用来「排序」—— 两者可以同时用。
|
||
</div>
|
||
) : (
|
||
<div className="cond-rows">
|
||
<div className="cond-rows__head" aria-hidden="true">
|
||
<span>字段</span>
|
||
<span>比较</span>
|
||
<span>取值方式</span>
|
||
<span>取值</span>
|
||
<span />
|
||
</div>
|
||
{p.conditions.map((c, i) => {
|
||
const meta = fieldByName.get(c.field);
|
||
const isRef = !!c.ref;
|
||
const kind = meta?.kind ?? "num";
|
||
// 单位换算：存储/引擎用基准单位，输入/显示用字段库选的界面单位
|
||
const scale = kind === "str" ? 1 : unitScale(meta);
|
||
const baseUnit = baseUnitOf(meta);
|
||
const displayUnit = displayUnitOf(meta);
|
||
const setCond = (patch: Partial<ResearchCondition>) =>
|
||
set({ conditions: p.conditions.map((x, j) => (j === i ? { ...x, ...patch } : x)) });
|
||
return (
|
||
<div className="cond-row" key={i}>
|
||
<div className="cell-stack">
|
||
<select
|
||
className="input"
|
||
aria-label={`第 ${i + 1} 个条件的字段`}
|
||
value={c.field}
|
||
disabled={disabled}
|
||
onChange={(e) => {
|
||
const nf = e.target.value;
|
||
const nm = fieldByName.get(nf);
|
||
const op = pickOp(c.op, nm);
|
||
// 从数值字段换到文本字段时清空取值：拿数字去比「行业」是永远为假的组合
|
||
const keepValue = !(nm?.kind === "str" && kind !== "str");
|
||
setCond({
|
||
field: nf,
|
||
op,
|
||
value: keepValue ? coerceValue(c.value, op) : coerceValue("", op),
|
||
});
|
||
}}
|
||
>
|
||
<option value="">选择字段…</option>
|
||
{fieldGroups.map((g) => (
|
||
<optgroup key={g.name} label={g.name}>
|
||
{g.items.map((f) => (
|
||
<option key={f.name} value={f.name}>
|
||
{f.label}
|
||
{f.unit ? `（${f.unit}）` : ""} · {f.name}
|
||
</option>
|
||
))}
|
||
</optgroup>
|
||
))}
|
||
{c.field && !meta ? (
|
||
<option value={c.field}>⚠ 不在字段库：{c.field}</option>
|
||
) : null}
|
||
</select>
|
||
<span className="hint cell-hint">
|
||
{meta ? (
|
||
<>
|
||
{meta.description}
|
||
{scale !== 1 ? (
|
||
<>
|
||
{" "}
|
||
<b>
|
||
界面单位 {meta.unit}
|
||
</b>
|
||
：按 {meta.unit} 输入，提交时 ×{scale} 换算成基准单位 {baseUnit}
|
||
（引擎只按基准单位比较，所以改单位不会让已有策略变义）。
|
||
</>
|
||
) : null}
|
||
</>
|
||
) : c.field ? (
|
||
"该字段不在字段库中（可能已停用或删除）：请重新选择，否则条件会一直不通过"
|
||
) : (
|
||
"选一个字段 —— 下方会显示它的口径与单位"
|
||
)}
|
||
</span>
|
||
</div>
|
||
<select
|
||
className="input"
|
||
aria-label={`第 ${i + 1} 个条件的比较符`}
|
||
value={c.op}
|
||
disabled={disabled}
|
||
onChange={(e) => {
|
||
const op = e.target.value as Op;
|
||
setCond({ op, value: coerceValue(c.value, op) });
|
||
}}
|
||
>
|
||
{OPS.filter((o) => opsFor(meta).includes(o.value)).map((o) => (
|
||
<option key={o.value} value={o.value}>{o.label}</option>
|
||
))}
|
||
</select>
|
||
<select
|
||
className="input"
|
||
aria-label={`第 ${i + 1} 个条件的取值方式`}
|
||
value={isRef ? "ref" : "value"}
|
||
disabled={disabled}
|
||
onChange={(e) => {
|
||
if (e.target.value === "ref") {
|
||
setCond({ ref: "", value: null });
|
||
} else {
|
||
setCond({ ref: null, value: "" });
|
||
}
|
||
}}
|
||
title="取值：和固定数值/文本比；字段：和另一个字段比（如 收盘价 > MA60）"
|
||
>
|
||
<option value="value">数值/文本</option>
|
||
<option value="ref">另一字段</option>
|
||
</select>
|
||
{isRef ? (
|
||
<select
|
||
className="input"
|
||
aria-label={`第 ${i + 1} 个条件比较的字段`}
|
||
value={c.ref ?? ""}
|
||
disabled={disabled}
|
||
onChange={(e) => setCond({ ref: e.target.value })}
|
||
>
|
||
<option value="">选择字段…</option>
|
||
{fieldGroups.map((g) => (
|
||
<optgroup key={g.name} label={g.name}>
|
||
{g.items.map((f) => (
|
||
<option key={f.name} value={f.name}>
|
||
{f.label} · {f.name}
|
||
</option>
|
||
))}
|
||
</optgroup>
|
||
))}
|
||
</select>
|
||
) : (
|
||
<div className="unit-input">
|
||
<input
|
||
className="input mono"
|
||
aria-label={`第 ${i + 1} 个条件的取值`}
|
||
inputMode={kind === "num" && c.op !== "in" && c.op !== "not_in" ? "decimal" : "text"}
|
||
placeholder={
|
||
c.op === "in" || c.op === "not_in"
|
||
? "多个值用逗号分隔"
|
||
: kind === "str"
|
||
? "文本，如 银行"
|
||
: "数值"
|
||
}
|
||
value={valueToText(c.value, scale)}
|
||
disabled={disabled}
|
||
onChange={(e) => setCond({ value: textToValue(e.target.value, c.op, scale, kind) })}
|
||
/>
|
||
{displayUnit ? (
|
||
<span className="unit-suffix" title={`界面单位 ${displayUnit}；提交时按 ×${scale} 换算成基准单位 ${baseUnit}`}>
|
||
{displayUnit}
|
||
</span>
|
||
) : null}
|
||
</div>
|
||
)}
|
||
<Btn
|
||
icon="x"
|
||
disabled={disabled}
|
||
aria-label={`删除第 ${i + 1} 个条件`}
|
||
title="删除该条件"
|
||
onClick={() => set({ conditions: p.conditions.filter((_, j) => j !== i) })}
|
||
/>
|
||
</div>
|
||
);
|
||
})}
|
||
</div>
|
||
)}
|
||
{showErr("conditions") && <div className="field-err" role="alert">{showErr("conditions")}</div>}
|
||
|
||
{/* 因子 vs 条件：关系说明（用户 2026-10 反馈第 3 条） */}
|
||
<div className="relation-note">
|
||
<div className="relation-note__title">打分因子 与 过滤条件 的关系</div>
|
||
<div className="relation-note__flow">
|
||
<span className="chip"><b>1 股票池</b> 剔 ST / 上市天数 / 指数成分</span>
|
||
<span className="chip"><b>2 过滤条件</b> 全部 AND 通过才有资格</span>
|
||
<span className="chip"><b>3 打分因子</b> z-score 加权 → 排序</span>
|
||
<span className="chip"><b>4 取 TopN</b> N 在回测组合里定</span>
|
||
</div>
|
||
<div className="hint">
|
||
<b>条件 = 准入</b>（筛掉不要的，不决定顺序）；<b>因子 = 优先级</b>（决定谁排前面，
|
||
不筛掉任何人）。同一个字段两种用法都行：你的高股息策略里
|
||
<code className="mono">dv_ratio ≤ 30</code> 当条件用，是剔掉股息率异常偏高的
|
||
「高股息陷阱」样本；<code className="mono">dividend_yield</code> 当因子用，
|
||
是让股息率高的排前面。字段的含义与单位见
|
||
<Link href="/fields"> 字段库</Link>。
|
||
</div>
|
||
</div>
|
||
</div>
|
||
);
|
||
}
|