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AGENTS.md

@@ -111,6 +111,8 @@ AlphaX 是一个以 `Python + FastAPI + PostgreSQL + Docker + 静态 HTML` 组
 - 同一个 `symbol` 可以同时存在多头机会和空头机会。推荐写入和列表去重必须按 `symbol + direction/side` 处理，不能只按币种去重，否则会互相覆盖。
 - 策略级配置入口在 `app/core/strategy_registry.py`，`StrategyDefinition.entry_gate_config` 控制确认/跟踪/展示派生的买点质量闸门，`StrategyDefinition.paper_config` 控制该策略进入 paper trading 的入场、挂单和动态杠杆门槛。
 - 新增策略时必须注册稳定 `strategy_code`，并明确自己的 `entry_gate_config` / `paper_config`。不要把新策略的特殊门槛写进全局 `paper_trading_config()` 或 `DEFAULT_ENTRY_GATE`，否则会影响其他策略的信号生成和成交样本。
+- paper trading 的策略级门槛优先级高于全局默认：`entry_min_rec_score`、`entry_min_rr`、`order_min_rec_score`、`order_min_rr` 这类门槛应由策略自己的 `paper_config` 决定。`ALPHAX_PAPER_*` 环境变量只作为无策略来源推荐的默认值，或在明确设置 `ALPHAX_PAPER_FORCE_GLOBAL_GATE_OVERRIDES=1` 时作为紧急全局覆盖；不要默认用全局分数/RR 门槛压平所有策略。
+- `paper_gate_reject` 事件必须去重/节流。相同 `recommendation_id + strategy_code + reason + gate_reasons` 在冷却窗口内只应记录一次；运行大屏和复盘读模型也应按这个稳定 key 聚合，避免同一弱信号每轮重复刷屏污染策略评价。
 - `apply_entry_quality_gate()` 必须传入或从 `entry_plan.strategy_code` 派生策略身份；`paper_trader.py` 中开仓、挂单、挂单成交和挂单维护应通过策略级配置合并后的参数执行。
 - `app/core/factor_scoring.py` 是确认层因子评分中心。新增确认加减分不要继续散落写死 `score += N`，应优先通过 `FactorScorer.delta(factor_code, base_delta, evidence=...)` 计算。
 - 稳定因子代码来自 `app/core/signal_taxonomy.py`，例如 `vp_fly_1h_current`、`volume_consecutive_1h`、`ignition_d1_current`、`sector_rotation`、`sentiment_resonance`、`top_trader_long`、`risk_reward_bad`。

app/db/operations_dashboard.py

@@ -2,6 +2,7 @@
 
 from __future__ import annotations
 
+import json
 from datetime import datetime, timedelta
 
 from app.db.schema import get_conn
@@ -317,24 +318,44 @@ def _build_trading(conn, since: str) -> dict:
 
 def _build_timeline(conn, base_events: list[dict], since: str) -> list[dict]:
     timeline = list(base_events)
+    seen_trade_events = set()
     for row in _fetchall(
         conn,
         """
-        SELECT event_time AS time, event_type, symbol, message
+        SELECT event_time AS time, event_type, symbol, message,
+               recommendation_id, strategy_code, detail_json
         FROM paper_trade_events
         WHERE event_time >= %s
         ORDER BY event_time DESC, id DESC
-        LIMIT 12
+        LIMIT 80
         """,
         (since,),
     ):
+        detail = {}
+        try:
+            raw_detail = row.get("detail_json")
+            detail = json.loads(raw_detail) if isinstance(raw_detail, str) and raw_detail.strip() else (raw_detail or {})
+        except Exception:
+            detail = {}
+        if row.get("event_type") == "paper_gate_reject":
+            reject_key = (
+                row.get("recommendation_id") or detail.get("recommendation_id") or detail.get("rec_id") or "",
+                row.get("strategy_code") or detail.get("strategy_code") or "",
+                detail.get("reason") or "",
+                tuple(detail.get("gate_reasons") if isinstance(detail.get("gate_reasons"), list) else []),
+            )
+            if reject_key in seen_trade_events:
+                continue
+            seen_trade_events.add(reject_key)
         timeline.append({
             "time": _iso(row.get("time")),
             "type": "trade",
             "title": f"{row.get('symbol') or '--'} · {row.get('event_type') or '交易事件'}",
-            "status": "ok",
+            "status": "warn" if row.get("event_type") == "paper_gate_reject" else "ok",
             "detail": _display_error_summary(row.get("message") or "", source="paper_trade"),
         })
+        if len(seen_trade_events) >= 12:
+            break
     for row in _fetchall(
         conn,
         """

app/db/paper_trading.py

@@ -2,6 +2,7 @@
 
 from __future__ import annotations
 
+import hashlib
 import json
 import os
 from datetime import datetime, timedelta
@@ -317,9 +318,15 @@ def _strategy_code_from_rec(rec: dict) -> str:
 
 def _paper_cfg_for_rec(rec: dict, config: dict | None = None) -> dict:
     cfg = dict(_paper_cfg(config) or {})
-    cfg.update(strategy_paper_config(_strategy_code_from_rec(rec)))
+    raw_strategy_code = _raw_strategy_code_from_rec(rec)
+    cfg.update(strategy_paper_config(normalize_strategy_code(raw_strategy_code)))
     # Strategy configs tune the intraday defaults, but explicit environment
-    # overrides remain the emergency/manual control surface for local and prod.
+    # overrides remain the legacy/manual default only when a recommendation has
+    # no explicit strategy identity. Strategy-owned signals must keep their own
+    # paper gates so multi-strategy evaluation is not flattened by global envs.
+    allow_global_gate_override = not bool(raw_strategy_code) or str(
+        os.getenv("ALPHAX_PAPER_FORCE_GLOBAL_GATE_OVERRIDES") or ""
+    ).strip().lower() in {"1", "true", "yes", "on"}
     env_float_keys = {
         "ALPHAX_PAPER_ENTRY_MIN_REC_SCORE": "entry_min_rec_score",
         "ALPHAX_PAPER_ENTRY_MIN_RR": "entry_min_rr",
@@ -334,7 +341,13 @@ def _paper_cfg_for_rec(rec: dict, config: dict | None = None) -> dict:
         "ALPHAX_PAPER_DYNAMIC_LEVERAGE_MIN": "dynamic_leverage_min",
     }
     for env_name, key in env_float_keys.items():
-        if os.getenv(env_name) is not None:
+        is_gate_threshold = key in {
+            "entry_min_rec_score",
+            "entry_min_rr",
+            "order_min_rec_score",
+            "order_min_rr",
+        }
+        if os.getenv(env_name) is not None and (allow_global_gate_override or not is_gate_threshold):
             cfg[key] = _safe_float(os.getenv(env_name), cfg.get(key))
     if os.getenv("ALPHAX_PAPER_ORDER_REQUIRE_CURRENT_TRIGGER") is not None:
         cfg["order_require_current_trigger"] = str(os.getenv("ALPHAX_PAPER_ORDER_REQUIRE_CURRENT_TRIGGER") or "").strip().lower() in {"1", "true", "yes", "on"}
@@ -572,6 +585,35 @@ def _same_gate_reject(a: dict, b: dict) -> bool:
     )
 
 
+def _gate_reject_lock_id(rec_id: int, event_type: str, strategy_code: str, detail: dict) -> int:
+    gate_reasons = detail.get("gate_reasons") if isinstance(detail.get("gate_reasons"), list) else []
+    raw = json.dumps(
+        {
+            "rec_id": rec_id,
+            "event_type": event_type,
+            "strategy_code": strategy_code,
+            "reason": detail.get("reason") or "",
+            "gate_reasons": gate_reasons,
+        },
+        ensure_ascii=False,
+        sort_keys=True,
+        default=str,
+    )
+    digest = hashlib.sha256(raw.encode("utf-8")).digest()
+    return int.from_bytes(digest[:8], "big", signed=False) & 0x7FFFFFFFFFFFFFFF
+
+
+def _lock_gate_reject_event(conn, rec_id: int, event_type: str, strategy_code: str, detail: dict) -> None:
+    if rec_id <= 0 or event_type != "paper_gate_reject":
+        return
+    try:
+        conn.execute("SELECT pg_advisory_xact_lock(%s)", (_gate_reject_lock_id(rec_id, event_type, strategy_code, detail),))
+    except Exception:
+        # Tests and future adapters should not fail merely because the current
+        # connection does not support PostgreSQL advisory locks.
+        return
+
+
 def _recent_recommendation_event_exists(conn, rec_id: int, event_type: str, strategy_code: str, detail: dict, minutes: int = 30, event_time: str = "") -> bool:
     if rec_id <= 0 or event_type != "paper_gate_reject":
         return False
@@ -591,7 +633,7 @@ def _recent_recommendation_event_exists(conn, rec_id: int, event_type: str, stra
               AND COALESCE(strategy_code,'')=%s
               AND event_time::timestamp >= %s::timestamp
             ORDER BY event_time DESC
-            LIMIT 20
+            LIMIT 100
             """,
             (rec_id, event_type, strategy_code, cutoff),
         ).fetchall()
@@ -617,6 +659,7 @@ def _record_recommendation_event(conn, rec: dict, event_type: str, message: str,
         "action_status": rec.get("action_status") or plan.get("entry_action") or "",
         "entry_plan": plan,
     }
+    _lock_gate_reject_event(conn, _safe_int(rec.get("id")), event_type, event_detail["strategy_code"], event_detail)
     if _recent_recommendation_event_exists(
         conn,
         _safe_int(rec.get("id")),

tests/test_operations_dashboard.py

@@ -1,3 +1,5 @@
+import json
+
 from fastapi.testclient import TestClient
 
 from app.db import auth_db
@@ -80,6 +82,36 @@ def test_operations_dashboard_hides_retired_onchain_runtime_data(pg_conn):
     assert all("onchain" not in str(x.get("title") or "").lower() for x in data["timeline"])
 
 
+def test_operations_dashboard_dedupes_repeated_gate_reject_timeline(pg_conn):
+    detail = {
+        "reason": "paper_order_gate_rejected",
+        "gate_reasons": ["rec_score_below_min"],
+        "strategy_code": "short_breakdown_retest_1h_v1",
+    }
+    for _ in range(3):
+        pg_conn.execute(
+            """
+            INSERT INTO paper_trade_events (
+                trade_id, recommendation_id, symbol, event_type, event_time,
+                message, detail_json, strategy_code
+            )
+            VALUES (0, 9001, 'ONDO/USDT', 'paper_gate_reject', NOW(),
+                    '日内策略挂单门禁拒绝', %s, 'short_breakdown_retest_1h_v1')
+            """,
+            (json.dumps(detail),),
+        )
+    pg_conn.commit()
+
+    data = get_operations_dashboard(hours=24)
+    gate_rows = [
+        x for x in data["timeline"]
+        if "ONDO/USDT" in str(x.get("title") or "") and "paper_gate_reject" in str(x.get("title") or "")
+    ]
+
+    assert len(gate_rows) == 1
+    assert gate_rows[0]["status"] == "warn"
+
+
 def test_operations_dashboard_sanitizes_external_provider_errors():
     summary = _display_error_summary(
         "market:HTTPSConnectionPool(host='api.binance.com', port=443): "

tests/test_paper_trading.py

@@ -5,6 +5,8 @@ import pytest
 
 from app.db import altcoin_db
 from app.db.paper_trading import (
+    _gate_reject_lock_id,
+    _paper_order_gate,
     delete_paper_order,
     delete_paper_trade,
     get_paper_trading_performance,
@@ -338,6 +340,50 @@ def test_repeated_paper_gate_reject_is_deduped(monkeypatch):
     assert events[0]["symbol"] == "DEDUP/USDT"
 
 
+def test_strategy_order_gate_threshold_wins_over_global_env(monkeypatch):
+    monkeypatch.setenv("ALPHAX_PAPER_ORDER_MIN_REC_SCORE", "25")
+    rec = {
+        "id": 0,
+        "symbol": "SHORTOK/USDT",
+        "strategy_code": SHORT_BREAKDOWN_RETEST_STRATEGY,
+        "rec_score": 18,
+        "execution_status": "wait_pullback",
+        "entry_plan": {
+            "strategy_code": SHORT_BREAKDOWN_RETEST_STRATEGY,
+            "entry_action": "等回踩",
+            "side": "short",
+            "entry_price": 100,
+            "stop_loss": 110,
+            "tp1": 85,
+            "risk_reward_ok": True,
+            "rr1": 1.5,
+        },
+    }
+
+    ok, reasons, detail = _paper_order_gate(rec, 100)
+
+    assert ok is True
+    assert "rec_score_below_min" not in reasons
+    assert detail["min_rec_score"] == 18
+
+
+def test_gate_reject_lock_id_uses_stable_reject_identity():
+    base = {
+        "reason": "paper_order_gate_rejected",
+        "gate_reasons": ["rec_score_below_min"],
+        "action_status": "等回踩",
+        "execution_status": "wait_pullback",
+    }
+    changed_runtime = {**base, "action_status": "等待回踩", "execution_status": "observe"}
+
+    assert _gate_reject_lock_id(1, "paper_gate_reject", SHORT_BREAKDOWN_RETEST_STRATEGY, base) == _gate_reject_lock_id(
+        1,
+        "paper_gate_reject",
+        SHORT_BREAKDOWN_RETEST_STRATEGY,
+        changed_runtime,
+    )
+
+
 def test_wait_pullback_requires_confirmed_risk_reward(monkeypatch):
     monkeypatch.setenv("ALPHAX_PAPER_TRADING_ENABLED", "1")
     altcoin_db.init_db()