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移除错误定价信号和市场聚焦摘要功能

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保留关键市场警报推送（4 条触发规则不变），
移除 mispricing 信号分类/推送、focus digest 评分/聚合/定时推送、
/markets 手动查询等全套逻辑，净删除 1049 行。
This commit is contained in:
2569718930@qq.com
2026-05-07 21:42:06 +08:00
parent 30faac989c
commit 2183c0399d
6 changed files with 25 additions and 1049 deletions
Download Patch File Download Diff File Expand all files Collapse all files
src/analysis/market_alert_engine.py
+12 -208
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@@ -812,57 +812,6 @@ def _build_advice_cn(
return "，".join(parts) + "。"
def _classify_low_yes_signal(
rules: Dict[str, Dict[str, Any]],
market_snapshot: Optional[Dict[str, Any]] = None,
) -> Dict[str, Any]:
snapshot = market_snapshot or {}
forecast_bucket = snapshot.get("forecast_bucket") or {}
yes_buy = _norm_probability(forecast_bucket.get("yes_buy"))
center_deb = rules.get("ankara_center_deb_hit", {}) or {}
momentum = rules.get("momentum_spike", {}) or {}
advection = rules.get("advection", {}) or {}
breakthrough = rules.get("forecast_breakthrough", {}) or {}
cheap_yes = yes_buy is not None and yes_buy < 0.10
center_hit = bool(center_deb.get("triggered"))
momentum_direction = str(momentum.get("direction") or "neutral").lower()
momentum_up = bool(momentum.get("triggered")) and momentum_direction == "up"
momentum_down = bool(momentum.get("triggered")) and momentum_direction == "down"
warm_flow = bool(advection.get("triggered"))
model_break = bool(breakthrough.get("triggered"))
bullish_confirmation = momentum_up or warm_flow or model_break
bearish_conflict = momentum_down and not warm_flow and not model_break
if cheap_yes and center_hit and bullish_confirmation:
return {
"label": "undervalued",
"should_push": True,
"reason_cn": "该桶 Yes 价格 < 10c，且天气信号与上行方向一致，疑似低估",
}
if cheap_yes and center_hit and bearish_conflict:
return {
"label": "conflicted",
"should_push": False,
"reason_cn": "该桶 Yes 价格虽 < 10c，但短时动量转弱，暂不判定低估",
}
if cheap_yes:
return {
"label": "watch",
"should_push": False,
"reason_cn": "该桶 Yes 价格 < 10c，但方向确认不足，先观察",
}
return {
"label": "none",
"should_push": False,
"reason_cn": "当前未出现明确的低价错配信号",
}
def _build_telegram_messages(
city_weather: Dict[str, Any],
rules: Dict[str, Dict[str, Any]],
@@ -1057,143 +1006,6 @@ def _build_telegram_messages(
return {"zh": "\n".join(lines_zh), "en": "\n".join(lines_en)}
def _build_telegram_messages_mispricing(
city_weather: Dict[str, Any],
rules: Dict[str, Dict[str, Any]],
market_snapshot: Optional[Dict[str, Any]] = None,
suppression: Optional[Dict[str, Any]] = None,
map_url: Optional[str] = None,
) -> Dict[str, str]:
temp_symbol = str(city_weather.get("temp_symbol") or "°C")
city_name = city_weather.get("display_name") or city_weather.get("name", "").title()
current = city_weather.get("current") or {}
current_temp = _sf(current.get("temp"))
if current_temp is None:
return {"zh": "", "en": ""}
snapshot = market_snapshot or _extract_market_snapshot(city_weather)
momentum = rules.get("momentum_spike", {})
center_deb = rules.get("ankara_center_deb_hit", {})
signal_state = _classify_low_yes_signal(rules, snapshot)
local_time = str(city_weather.get("local_time") or "").strip()
obs_time = str(current.get("obs_time") or "").strip()
suppressed = bool((suppression or {}).get("suppressed"))
has_active_trigger = any(rule.get("triggered") for rule in rules.values())
types_cn = "高温已过（暂停推送）" if suppressed else (_join_trigger_types_cn(rules) or "天气状态快照")
delta_temp = _sf(momentum.get("delta_temp"))
delta_min = momentum.get("delta_minutes")
momentum_emoji = "➡️"
if delta_temp is not None:
momentum_emoji = "🚀" if delta_temp > 0 else ("📉" if delta_temp < 0 else "➡️")
dynamic_text = f"实测 {current_temp:.1f}{temp_symbol}"
if delta_temp is not None and delta_min is not None:
dynamic_text = (
f"实测 {current_temp:.1f}{temp_symbol} "
f"({int(delta_min)}min 内 {delta_temp:+.1f}{temp_symbol}) {momentum_emoji}"
)
anchor_high_c = _sf(snapshot.get("anchor_today_high_c"))
if anchor_high_c is None:
anchor_high_c = _sf(snapshot.get("open_meteo_today_high_c"))
anchor_settle = snapshot.get("anchor_settlement")
if anchor_settle is None:
anchor_settle = snapshot.get("open_meteo_settlement")
anchor_model = str(snapshot.get("anchor_model") or "").strip()
forecast_bucket = snapshot.get("forecast_bucket") or {}
match_bucket_label = str(forecast_bucket.get("label") or "--").strip() or "--"
match_bucket_yes_prob = _norm_probability(forecast_bucket.get("yes_buy"))
match_bucket_yes = (
_fmt_cents(match_bucket_yes_prob)
if match_bucket_yes_prob is not None and match_bucket_yes_prob > 0.0
else "--"
)
market_url = str(
snapshot.get("market_url")
or snapshot.get("primary_market_url")
or ""
).strip()
final_map = map_url or "https://polyweather-pro.vercel.app/"
advice = _build_advice_cn(rules, temp_symbol, suppression=suppression)
center_line = ""
if center_deb.get("triggered"):
center_station = center_deb.get("center_station") or {}
center_name = center_station.get("name") or "Ankara Center"
center_temp = _sf(center_station.get("temp"))
deb_prediction = _sf(center_deb.get("deb_prediction"))
airport_temp = _sf(center_deb.get("airport_temp"))
lead_gap = _sf(center_deb.get("center_lead_vs_airport"))
if center_temp is not None and deb_prediction is not None:
center_line = (
f"Center信号：{center_name} {center_temp:.1f}{temp_symbol} 已达到 DEB {deb_prediction:.1f}{temp_symbol}"
)
if airport_temp is not None:
center_line += f" | 机场 {airport_temp:.1f}{temp_symbol}"
if lead_gap is not None:
center_line += f" | 领先 {lead_gap:+.1f}{temp_symbol}"
if snapshot.get("available") and signal_state.get("should_push"):
title_zh = "🚨 PolyWeather 市场监控"
elif snapshot.get("available"):
title_zh = "📍 PolyWeather 市场观察"
else:
title_zh = "🚨 PolyWeather 市场提醒" if (has_active_trigger or suppressed) else "📍 PolyWeather 状态快照"
lines_zh = [f"{title_zh} [{city_name}]"]
lines_zh.append("")
lines_zh.append(f"类型：{types_cn}")
if anchor_high_c is not None and anchor_settle is not None:
if anchor_model:
lines_zh.append(
f"基准：多模型最高温 {anchor_model} {anchor_high_c:.1f}°C （结算参考 {anchor_settle}°C ）"
)
else:
lines_zh.append(
f"基准：多模型最高温 {anchor_high_c:.1f}C（结算参考 {anchor_settle}C）"
)
else:
lines_zh.append("基准：多模型最高温 --（结算参考 --）")
lines_zh.append(f"命中桶：{match_bucket_label} | Yes: {match_bucket_yes}")
lines_zh.append(f"触发：{signal_state.get('reason_cn')}")
if center_line:
lines_zh.append(center_line)
lines_zh.append("")
lines_zh.append(f"动态：{dynamic_text}")
if local_time or obs_time:
if local_time and obs_time:
lines_zh.append(f"时间：当地 {local_time} | 观测 {obs_time}")
elif local_time:
lines_zh.append(f"时间：当地 {local_time}")
else:
lines_zh.append(f"时间：观测 {obs_time}")
lines_zh.append(f"建议：{advice}")
lines_zh.append("")
if market_url:
lines_zh.append(f"市场链接：{market_url}")
lines_zh.append(f"地图：{final_map}")
title_en = (
"🚨 PolyWeather Market Monitor"
if snapshot.get("available") and signal_state.get("should_push")
else "📍 PolyWeather Market Watch"
if snapshot.get("available")
else "🚨 PolyWeather Alert"
)
lines_en = [
f"{title_en} [{city_name}]",
"",
f"Type: {types_cn}",
f"Now: {dynamic_text}",
]
if market_url:
lines_en.append(f"Market link: {market_url}")
lines_en.append(f"Map: {final_map}")
return {"zh": "\n".join(lines_zh), "en": "\n".join(lines_en)}
def _select_rule_evidence(rule: Dict[str, Any], keys: List[str]) -> Dict[str, Any]:
out: Dict[str, Any] = {}
for key in keys:
@@ -1234,7 +1046,6 @@ def _build_alert_evidence(
trigger_types = [row.get("type") for row in triggered if row.get("type")]
forecast_bucket = market_snapshot.get("forecast_bucket") or {}
low_yes_signal = _classify_low_yes_signal(rules, market_snapshot)
return {
"version": 1,
@@ -1315,7 +1126,11 @@ def _build_alert_evidence(
},
"market": {
"available": bool(market_snapshot.get("available")),
"low_yes_signal": low_yes_signal,
"low_yes_signal": {
"label": "removed",
"should_push": False,
"reason_cn": "mispricing signals have been removed",
},
"market_prob": market_snapshot.get("market_prob"),
"model_prob": market_snapshot.get("model_prob"),
"edge_percent": market_snapshot.get("edge_percent"),
@@ -1358,7 +1173,6 @@ def build_trading_alerts(
city = city_weather.get("name", "")
now = datetime.now(timezone.utc).isoformat()
market_snapshot = _extract_market_snapshot(city_weather)
low_yes_signal = _classify_low_yes_signal({}, {})
rules: Dict[str, Dict[str, Any]] = {
"ankara_center_deb_hit": _calc_ankara_center_deb_alert(city_weather, temp_symbol),
@@ -1366,7 +1180,6 @@ def build_trading_alerts(
"forecast_breakthrough": _calc_forecast_breakthrough_alert(city_weather, temp_symbol),
"advection": _calc_advection_alert(city_weather, temp_symbol),
}
low_yes_signal = _classify_low_yes_signal(rules, market_snapshot)
triggered = [
{
@@ -1396,22 +1209,13 @@ def build_trading_alerts(
if force_push and severity == "none":
severity = "medium"
if market_snapshot.get("available") and low_yes_signal.get("should_push"):
telegram = _build_telegram_messages_mispricing(
city_weather=city_weather,
rules=rules,
market_snapshot=market_snapshot,
suppression=suppression,
map_url=map_url,
)
else:
telegram = _build_telegram_messages(
city_weather=city_weather,
rules=rules,
map_url=map_url,
market_snapshot=market_snapshot,
suppression=suppression,
)
telegram = _build_telegram_messages(
city_weather=city_weather,
rules=rules,
map_url=map_url,
market_snapshot=market_snapshot,
suppression=suppression,
)
evidence = _build_alert_evidence(
city_weather=city_weather,
rules=rules,