fix: preserve directional bias in AI analysis

Author: Henry

backend_api_python/app/services/fast_analysis.py

@@ -13,6 +13,7 @@
 from app.services.fast_analysis_fundamentals import build_score_payload, format_financial_statements, format_fundamental_metric, fundamental_provenance
 from app.services.fast_analysis_geo import is_major_geopolitical_news_text
 from app.services.fast_analysis_plan import finalize_trading_plan, trading_plan_risk_fields
+from app.services.fast_analysis_policy import direction_supported_by_consensus, should_override_with_consensus
 from app.services.fast_analysis_scoring import FastAnalysisScoringMixin
 
 logger = get_logger(__name__)
@@ -1135,7 +1136,7 @@ def _trend_strength(score_val: float) -> str:
             ):
                 min_abs_override = max(min_abs_override, 55.0 if risk_context.get("panic_breakdown") else 40.0)
 
-            if consensus_abs >= min_abs_override:
+            if should_override_with_consensus(consensus_decision, consensus_abs, min_abs_override):
                 final_decision = consensus_decision
                 if llm_decision != final_decision:
                     logger.warning(
@@ -1557,11 +1558,18 @@ def _validate_decision_against_indicators(self, analysis: Dict, indicators: Dict
         )
 
         if confidence < 60:
-            if decision != "HOLD":
+            if decision == "HOLD":
+                return analysis
+            if not direction_supported_by_consensus(analysis, decision):
                 logger.warning(f"Decision {decision} with low confidence {confidence}, forcing to HOLD")
                 analysis["decision"] = "HOLD"
                 analysis["confidence"] = max(confidence, 45)  # 降低置信度
-            return analysis
+                analysis["decision_guard"] = "low_confidence_without_consensus"
+                return analysis
+            logger.info(
+                f"Keeping low-confidence {decision} because directional consensus confirms it "
+                f"(confidence={confidence})"
+            )
 
         allow_override = has_major_news or has_macro_event
 
@@ -1673,7 +1681,7 @@ def _score_to_decision(self, score: float, *, market: str = "Crypto") -> str:
             return "SELL"
         else:
             return "HOLD"
-    
+
     def _calculate_overall_score(self, analysis: Dict) -> int:
         """Calculate weighted overall score (legacy method, now uses objective score if available)."""
         if "objective_score" in analysis:

backend_api_python/app/services/fast_analysis_formatters.py

@@ -24,10 +24,22 @@ def build_trend_outlook_summary(trend_outlook: Dict[str, Any], language: str) ->
         return ""
     is_zh = str(language or "").lower().startswith("zh")
 
-    def label(trend: str) -> str:
+    def label(trend: str, score: Any = None) -> str:
         normalized = str(trend or "HOLD").upper()
+        try:
+            numeric_score = float(score)
+        except (TypeError, ValueError):
+            numeric_score = 0.0
         if is_zh:
+            if normalized == "HOLD" and numeric_score >= 10:
+                return "轻微利多·观望"
+            if normalized == "HOLD" and numeric_score <= -10:
+                return "轻微利空·观望"
             return {"BUY": "看多", "SELL": "看空", "HOLD": "震荡/中性"}.get(normalized, "震荡/中性")
+        if normalized == "HOLD" and numeric_score >= 10:
+            return "mildly bullish · wait"
+        if normalized == "HOLD" and numeric_score <= -10:
+            return "mildly bearish · wait"
         return {"BUY": "bullish", "SELL": "bearish", "HOLD": "neutral / range"}.get(
             normalized,
             "neutral / range",
@@ -41,17 +53,17 @@ def label(trend: str) -> str:
     if is_zh:
         return "；".join(
             [
-                f"约24小时：{label(n24.get('trend'))}（强度 {n24.get('strength', 'neutral')}）",
-                f"约3天：{label(d3.get('trend'))}（强度 {d3.get('strength', 'neutral')}）",
-                f"约1周：{label(w1.get('trend'))}（强度 {w1.get('strength', 'neutral')}）",
-                f"约1月：{label(m1.get('trend'))}（强度 {m1.get('strength', 'neutral')}）",
+                f"约24小时：{label(n24.get('trend'), n24.get('score'))}（强度 {n24.get('strength', 'neutral')}）",
+                f"约3天：{label(d3.get('trend'), d3.get('score'))}（强度 {d3.get('strength', 'neutral')}）",
+                f"约1周：{label(w1.get('trend'), w1.get('score'))}（强度 {w1.get('strength', 'neutral')}）",
+                f"约1月：{label(m1.get('trend'), m1.get('score'))}（强度 {m1.get('strength', 'neutral')}）",
             ]
         )
     return " | ".join(
         [
-            f"~24h: {label(n24.get('trend'))} ({n24.get('strength', 'neutral')})",
-            f"~3d: {label(d3.get('trend'))} ({d3.get('strength', 'neutral')})",
-            f"~1w: {label(w1.get('trend'))} ({w1.get('strength', 'neutral')})",
-            f"~1m: {label(m1.get('trend'))} ({m1.get('strength', 'neutral')})",
+            f"~24h: {label(n24.get('trend'), n24.get('score'))} ({n24.get('strength', 'neutral')})",
+            f"~3d: {label(d3.get('trend'), d3.get('score'))} ({d3.get('strength', 'neutral')})",
+            f"~1w: {label(w1.get('trend'), w1.get('score'))} ({w1.get('strength', 'neutral')})",
+            f"~1m: {label(m1.get('trend'), m1.get('score'))} ({m1.get('strength', 'neutral')})",
         ]
     )

backend_api_python/app/services/fast_analysis_policy.py

@@ -0,0 +1,22 @@
+"""Decision guardrails shared by the fast-analysis orchestration."""
+
+from typing import Any, Dict
+
+
+def should_override_with_consensus(
+    consensus_decision: str,
+    consensus_abs: float,
+    min_abs_override: float,
+) -> bool:
+    """Only directional consensus may replace the model's decision."""
+    decision = str(consensus_decision or "HOLD").upper()
+    return decision in ("BUY", "SELL") and float(consensus_abs) >= float(min_abs_override)
+
+
+def direction_supported_by_consensus(analysis: Dict[str, Any], decision: str) -> bool:
+    """Return whether a directional decision is confirmed by objective consensus."""
+    normalized = str(decision or "HOLD").upper()
+    if normalized not in ("BUY", "SELL"):
+        return False
+    consensus = analysis.get("consensus") or {}
+    return str(consensus.get("consensus_decision") or "HOLD").upper() == normalized

backend_api_python/tests/test_fast_analysis_scoring.py

@@ -1,4 +1,6 @@
 from app.services.fast_analysis import FastAnalysisService
+from app.services.fast_analysis_formatters import build_trend_outlook_summary
+from app.services.fast_analysis_policy import should_override_with_consensus
 
 
 def _service():
@@ -41,3 +43,61 @@ def test_bearish_breakdown_suppresses_oversold_buy_bias():
     assert risk["panic_breakdown"] is True
     assert score <= -20
 
+
+def test_neutral_consensus_never_overrides_directional_model_judgment():
+    svc = _service()
+
+    assert svc._score_to_decision(17.6, market="USStock") == "HOLD"
+    assert should_override_with_consensus("HOLD", 17.6, 15.0) is False
+    assert should_override_with_consensus("BUY", 20.0, 15.0) is True
+
+
+def test_low_confidence_direction_survives_when_consensus_confirms_it():
+    svc = _service()
+    analysis = {
+        "decision": "BUY",
+        "confidence": 56,
+        "consensus": {"consensus_decision": "BUY", "consensus_score": 22.0},
+        "objective_scores_by_timeframe": {"4H": {"decision": "BUY"}, "1D": {"decision": "BUY"}},
+    }
+    indicators = {
+        "rsi": {"value": 55},
+        "macd": {"signal": "bullish"},
+        "moving_averages": {"trend": "uptrend", "ma20": 95},
+        "current_price": 100,
+        "price_position": 60,
+        "volume_ratio": 1.0,
+    }
+
+    result = svc._validate_decision_against_indicators(analysis, indicators, 56)
+
+    assert result["decision"] == "BUY"
+    assert result.get("decision_guard") is None
+
+
+def test_low_confidence_direction_without_consensus_is_still_held():
+    svc = _service()
+    analysis = {
+        "decision": "BUY",
+        "confidence": 56,
+        "consensus": {"consensus_decision": "HOLD", "consensus_score": 17.6},
+    }
+
+    result = svc._validate_decision_against_indicators(analysis, {}, 56)
+
+    assert result["decision"] == "HOLD"
+    assert result["decision_guard"] == "low_confidence_without_consensus"
+
+
+def test_mild_direction_is_presented_without_changing_hold_action():
+    svc = _service()
+    outlook = {
+        "next_24h": {"trend": "HOLD", "score": 17.6, "strength": "neutral"},
+        "next_3d": {},
+        "next_1w": {},
+        "next_1m": {},
+    }
+
+    summary = build_trend_outlook_summary(outlook, "zh-CN")
+
+    assert "轻微利多·观望" in summary