add monitor mode for reevaluation without database writes

app/backtest/engine.py

@@ -93,9 +93,10 @@ class BacktestSession:
 class BacktestEngine:
     """Runs the multi-agent game inside a daily event-driven loop."""
 
-    def __init__(self, cfg: BtConfig) -> None:
+    def __init__(self, cfg: BtConfig, *, persist_results: bool = True) -> None:
         self.cfg = cfg
         self.agents = default_agents()
+        self.persist_results = bool(persist_results)
         app_cfg = get_config()
         weight_config = app_cfg.agent_weights.as_dict() if app_cfg.agent_weights else {}
         if weight_config:
@@ -572,6 +573,9 @@ class BacktestEngine:
             )
         )
 
+        if not self.persist_results:
+            return
+
         try:
             with db_session() as conn:
                 conn.executemany(

app/ui/views/today.py

@@ -3,6 +3,7 @@ from __future__ import annotations
 
 import json
 from collections import Counter
+from dataclasses import dataclass
 from datetime import date, datetime, timedelta
 from typing import Dict, List, Optional
 
@@ -111,15 +112,115 @@ def _fetch_agent_actions(trade_date: str, symbols: List[str]) -> Dict[str, Dict[
     return mapping
 
 
+@dataclass
+class ReevaluationOutcome:
+    changes: List[Dict[str, object]]
+    summary: List[Dict[str, object]]
+    monitor_only: bool = False
+
+
+def _summarize_decisions(
+    records: List[tuple[str, object, object]],
+    engine: BacktestEngine,
+    expected_symbols: List[str],
+) -> tuple[Dict[str, Dict[str, Optional[str]]], List[Dict[str, object]]]:
+    agent_names = [agent.name for agent in getattr(engine, "agents", [])]
+    after_map: Dict[str, Dict[str, Optional[str]]] = {}
+    summary_rows: List[Dict[str, object]] = []
+    seen_codes: set[str] = set()
+
+    for ts_code, _context, decision in records:
+        seen_codes.add(ts_code)
+        agent_actions: Dict[str, Optional[str]] = {}
+        final_action = getattr(decision, "action", None)
+        agent_actions["global"] = getattr(final_action, "value", final_action)
+
+        department_map = getattr(decision, "department_decisions", {}) or {}
+        for dept_code, dept_decision in department_map.items():
+            agent_actions[f"dept_{dept_code}"] = getattr(dept_decision.action, "value", dept_decision.action)
+
+        utilities = getattr(decision, "utilities", {}) or {}
+        for agent_name in agent_names:
+            best_action: Optional[str] = None
+            best_score: Optional[float] = None
+            for action, agent_scores in utilities.items():
+                if not isinstance(agent_scores, dict):
+                    continue
+                score = agent_scores.get(agent_name)
+                if score is None:
+                    continue
+                if best_score is None or score > best_score:
+                    best_score = score
+                    best_action = getattr(action, "value", action)
+            if best_action is not None:
+                agent_actions[agent_name] = best_action
+
+        after_map[ts_code] = agent_actions
+        target_weight = getattr(decision, "target_weight", None)
+        summary_rows.append(
+            {
+                "代码": ts_code,
+                "最终动作": getattr(final_action, "value", final_action),
+                "信心": float(getattr(decision, "confidence", 0.0) or 0.0),
+                "目标权重": float(target_weight) if target_weight is not None else None,
+                "需复核": bool(getattr(decision, "requires_review", False)),
+                "备注": "",
+            }
+        )
+
+    expected_unique = list(dict.fromkeys(expected_symbols))
+    for code in expected_unique:
+        if code not in seen_codes:
+            summary_rows.append(
+                {
+                    "代码": code,
+                    "最终动作": None,
+                    "信心": None,
+                    "目标权重": None,
+                    "需复核": None,
+                    "备注": "未返回决策（可能缺少数据或行情）",
+                }
+            )
+
+    return after_map, summary_rows
+
+
+def _render_summary_table(rows: List[Dict[str, object]], *, title: str) -> None:
+    if not rows:
+        return
+    df = pd.DataFrame(rows)
+    if df.empty:
+        return
+    formatted = df.copy()
+    if "信心" in formatted.columns:
+        formatted["信心"] = formatted["信心"].apply(
+            lambda x: f"{x:.2f}" if x is not None else "-"
+        )
+    if "目标权重" in formatted.columns:
+        formatted["目标权重"] = formatted["目标权重"].apply(
+            lambda x: f"{x:+.2%}" if x is not None else "-"
+        )
+    if "需复核" in formatted.columns:
+        formatted["需复核"] = formatted["需复核"].apply(
+            lambda x: "是" if x is True else ("否" if x is False else "-")
+        )
+    if "备注" in formatted.columns:
+        formatted["备注"] = formatted["备注"].apply(lambda x: x if x else "")
+    st.write(title)
+    st.dataframe(formatted, hide_index=True, width="stretch")
+
+
 def _reevaluate_symbols(
     trade_date_obj: date,
     symbols: List[str],
     cfg_id: str,
     cfg_name: str,
-) -> List[Dict[str, object]]:
+    *,
+    monitor_only: bool = False,
+) -> ReevaluationOutcome:
     unique_symbols = list(dict.fromkeys(symbols))
     if not unique_symbols:
-        return []
+        return ReevaluationOutcome(changes=[], summary=[], monitor_only=monitor_only)
     trade_date_str = trade_date_obj.isoformat()
     before_map = _fetch_agent_actions(trade_date_str, unique_symbols)
     engine_params: Dict[str, object] = {}
@@ -155,17 +256,26 @@ def _reevaluate_symbols(
         universe=unique_symbols,
         params=engine_params,
     )
-    engine = BacktestEngine(cfg)
+    engine = BacktestEngine(cfg, persist_results=not monitor_only)
     state = PortfolioState(cash=engine.initial_cash)
-    engine.simulate_day(trade_date_obj, state)
+    records = engine.simulate_day(trade_date_obj, state)
-    after_map = _fetch_agent_actions(trade_date_str, unique_symbols)
+    after_map, summary_rows = _summarize_decisions(records, engine, unique_symbols)
+    if monitor_only:
+        for row in summary_rows:
+            if not row.get("备注"):
+                row["备注"] = "监控模式预览"
+    symbol_order = list(
+        dict.fromkeys(unique_symbols + list(before_map.keys()) + list(after_map.keys()))
+    )
     changes: List[Dict[str, object]] = []
-    for code in unique_symbols:
+    for code in symbol_order:
         before_agents = before_map.get(code, {})
         after_agents = after_map.get(code, {})
-        for agent, new_action in after_agents.items():
+        agents = set(before_agents.keys()) | set(after_agents.keys())
+        for agent in sorted(agents):
             old_action = before_agents.get(agent)
-            if new_action != old_action:
+            new_action = after_agents.get(agent)
+            if old_action != new_action:
                 changes.append(
                     {
                         "代码": code,
@@ -174,17 +284,7 @@ def _reevaluate_symbols(
                         "新动作": new_action,
                     }
                 )
-        for agent, old_action in before_agents.items():
+    return ReevaluationOutcome(changes=changes, summary=summary_rows, monitor_only=monitor_only)
-            if agent not in after_agents:
-                changes.append(
-                    {
-                        "代码": code,
-                        "代理": agent,
-                        "原动作": old_action,
-                        "新动作": None,
-                    }
-                )
-    return changes
 
 
 def render_today_plan() -> None:
@@ -281,6 +381,13 @@ def render_today_plan() -> None:
         metrics_cols[0].metric("已产出决策数", len(agent_symbols))
         metrics_cols[1].metric("候选池标的", len(candidate_records))
         metrics_cols[2].metric("当前持仓", len(position_codes))
+        monitor_only = st.checkbox(
+            "仅监控模式（不写入数据库）",
+            key="reeval_monitor_only",
+        )
+        if monitor_only:
+            st.caption("监控模式：仅生成策略预览，不更新 agent_utils 或候选池记录。")
+        else:
             st.caption("对当前交易日所有标的触发策略重评估。")
         if st.button("一键重评估全部", type="primary", width="stretch"):
             with st.spinner("正在对所有标的进行重评估，请稍候..."):
@@ -288,17 +395,24 @@ def render_today_plan() -> None:
                     trade_date_obj = _parse_trade_date(trade_date)
                     progress = st.progress(0.0)
                     progress.progress(0.3 if symbols else 1.0)
-                    changes_all = _reevaluate_symbols(
+                    outcome = _reevaluate_symbols(
                         trade_date_obj,
                         symbols,
                         "reeval_ui_all",
                         "UI All Re-eval",
+                        monitor_only=monitor_only,
                     )
                     progress.progress(1.0)
                     st.success(f"一键重评估完成：共处理 {len(symbols)} 个标的")
-                    if changes_all:
+                    if outcome.changes:
                         st.write("检测到以下动作变更：")
-                        st.dataframe(pd.DataFrame(changes_all), hide_index=True, width='stretch')
+                        st.dataframe(pd.DataFrame(outcome.changes), hide_index=True, width='stretch')
+                    if monitor_only:
+                        _render_summary_table(
+                            outcome.summary,
+                            title="最新策略摘要（监控模式预览）",
+                        )
+                    else:
                         st.rerun()
                 except Exception as exc:  # noqa: BLE001
                     LOGGER.exception("一键重评估失败", extra=LOG_EXTRA)
@@ -800,18 +914,24 @@ def _render_today_plan_reevaluation_controls(
     if add_divider:
         st.divider()
     st.subheader("策略重评估")
+    monitor_only = bool(st.session_state.get("reeval_monitor_only", False))
+    if monitor_only:
+        st.caption("监控模式已开启：生成策略预览但不会写入数据库。")
+    else:
         st.caption("对当前选中的交易日与标的，立即触发一次策略评估并回写 agent_utils。")
     cols_re = st.columns([1, 1])
     if cols_re[0].button("对该标的重评估", key=f"reevaluate_{ts_code}"):
         with st.spinner("正在重评估..."):
             try:
                 trade_date_obj = _parse_trade_date(trade_date)
-                changes = _reevaluate_symbols(
+                outcome = _reevaluate_symbols(
                     trade_date_obj,
                     [ts_code],
                     "reeval_ui",
                     "UI Re-evaluation",
+                    monitor_only=monitor_only,
                 )
+                changes = outcome.changes
                 if changes:
                     for change in changes:
                         change.setdefault("代码", ts_code)
@@ -822,6 +942,12 @@ def _render_today_plan_reevaluation_controls(
                     st.dataframe(df_changes, hide_index=True, width='stretch')
                 else:
                     st.success("重评估完成，无动作变更。")
+                if monitor_only:
+                    _render_summary_table(
+                        outcome.summary,
+                        title="策略结果预览（监控模式）",
+                    )
+                else:
                     st.rerun()
             except Exception as exc:  # noqa: BLE001
                 LOGGER.exception("重评估失败", extra=LOG_EXTRA)
@@ -837,16 +963,23 @@ def _render_today_plan_reevaluation_controls(
                 trade_date_obj = _parse_trade_date(trade_date)
                 progress = st.progress(0.0)
                 progress.progress(0.3 if batch_symbols else 1.0)
-                changes_all = _reevaluate_symbols(
+                outcome = _reevaluate_symbols(
                     trade_date_obj,
                     batch_symbols,
                     "reeval_ui_batch",
                     "UI Batch Re-eval",
+                    monitor_only=monitor_only,
                 )
                 progress.progress(1.0)
                 st.success(f"批量重评估完成：共处理 {len(batch_symbols)} 个标的")
-                if changes_all:
+                if outcome.changes:
-                    st.dataframe(pd.DataFrame(changes_all), hide_index=True, width='stretch')
+                    st.dataframe(pd.DataFrame(outcome.changes), hide_index=True, width='stretch')
+                if monitor_only:
+                    _render_summary_table(
+                        outcome.summary,
+                        title="批量策略结果预览（监控模式）",
+                    )
+                else:
                     st.rerun()
             except Exception as exc:  # noqa: BLE001
                 LOGGER.exception("批量重评估失败", extra=LOG_EXTRA)

docs/TODO.md

@@ -39,10 +39,10 @@
 | 工作项 | 状态 | 说明 |
 | --- | --- | --- |
 | 一键重评估入口 | ✅ | 今日计划页提供批量/全量重评估入口，待收集反馈再做优化。 |
-| 回测实验对比 | 🔄 | 新增会话实验保存与曲线/指标对比，后续接入更多提示参数。 |
+| 回测实验对比 | ✅ | 会话实验保存、曲线/指标对比与日期过滤均已落地，后续按需扩充提示参数。 |
 | 实时指标面板 | ✅ | Streamlit 监控页已具备核心实时指标。 |
-| 异常日志钻取 | ⏳ | 待补充筛选、定位与历史对比能力。 |
+| 异常日志钻取 | ✅ | 日志视图支持时间/级别/阶段筛选、关键词搜索及双日期历史对比导出。 |
-| 仅监控模式 | ⏳ | 支持“监控不干预”场景的一键复评策略。 |
+| 仅监控模式 | ✅ | 今日计划页新增监控模式一键重评估，预览策略而不写入数据库。 |
 | 风险预警面板 | ✅ | 风险预警能力已落地，仍需持续扩充指标。 |
 
 ## 风险控制与执行