feat(portfolio): strategy 字段全链透传(API→orchestrator→worker→runner_backtest + 前端选择器)

后端: PortfolioBacktestRequest.strategy → submit_portfolio(strategy=) → spec →
portfolio_worker _build_argv --strategy(NAS local + Mac SSH 两分支)
前端: PortfolioBacktestReq.strategy? + 策略下拉(4选项) + 副标题动态 + onSubmit 透传
runner_backtest CLI 已支持 --strategy(choices 4 策略),本提交不动

frontend/src/api/portfolio.ts

@@ -2,6 +2,7 @@ import { apiClient } from './client'
 
 export interface PortfolioBacktestReq {
   pool: string
+  strategy?: string
   start_date: string
   end_date: string
   initial_cash: number

frontend/src/views/backtest/PortfolioBacktest.vue

@@ -1,5 +1,5 @@
 <script setup lang="ts">
-import { ref, reactive, onMounted, onUnmounted, watch, nextTick } from 'vue'
+import { ref, reactive, computed, onMounted, onUnmounted, watch, nextTick } from 'vue'
 import { ElMessage } from 'element-plus'
 import type { EChartsCoreOption } from 'echarts'
 import { useChart } from '@/composables/useChart'
@@ -28,6 +28,7 @@ let pollTimer: ReturnType<typeof setInterval> | null = null
 
 const form = reactive({
   pool: 'hs300_subset',
+  strategy: 'all_weather',
   start: '2024-01-01',
   end: '2024-02-29',
   cash: 1_000_000,
@@ -39,6 +40,17 @@ const poolOptions = [
   { label: '全市场(慢,非 MVP)', value: 'all' },
 ]
 
+const strategyOptions = [
+  { label: '全天候轮动', value: 'all_weather' },
+  { label: '牛熊动量', value: 'momentum_timing' },
+  { label: '价值精选', value: 'value_selection' },
+  { label: '小市值轮动', value: 'small_cap' },
+]
+
+const strategyLabel = computed(
+  () => strategyOptions.find((o) => o.value === form.strategy)?.label ?? form.strategy,
+)
+
 // 净值曲线
 const equityEl = ref<HTMLDivElement>()
 const { setOption: setEquityOption } = useChart(equityEl)
@@ -95,6 +107,7 @@ async function onSubmit(): Promise<void> {
   try {
     const tid = await postPortfolioBacktest({
       pool: form.pool,
+      strategy: form.strategy,
       start_date: form.start,
       end_date: form.end,
       initial_cash: form.cash,
@@ -150,7 +163,7 @@ async function onSubmit(): Promise<void> {
       <div>
         <h2 class="page-title">组合策略回测</h2>
         <p class="page-subtitle">
-          BulletTrade + 全天候轮动策略 · 本地执行回测 · MVP 验证链路
+          BulletTrade + {{ strategyLabel }} · 本地执行回测 · MVP 验证链路
         </p>
       </div>
     </div>
@@ -169,6 +182,17 @@ async function onSubmit(): Promise<void> {
           </el-select>
           <span class="muted form-hint">MVP 默认 HS300 子集(20-30 只),快速验证链路</span>
         </el-form-item>
+        <el-form-item label="策略">
+          <el-select v-model="form.strategy" style="width: 320px">
+            <el-option
+              v-for="opt in strategyOptions"
+              :key="opt.value"
+              :label="opt.label"
+              :value="opt.value"
+            />
+          </el-select>
+          <span class="muted form-hint">选择回测策略</span>
+        </el-form-item>
         <el-form-item label="开始日期">
           <el-date-picker
             v-model="form.start"

sanguo_api/routes_portfolio.py

@@ -33,6 +33,10 @@ class PortfolioBacktestRequest(BaseModel):
     end_date: str = Field(default="2024-02-29", description="YYYY-MM-DD")
     initial_cash: float = Field(default=1_000_000.0, description="初始资金(元)")
     benchmark: str = Field(default="000300.XSHG", description="基准代码")
+    strategy: str = Field(
+        default="all_weather",
+        description="策略: all_weather/momentum_timing/value_selection/small_cap",
+    )
 
 
 @router.post("/portfolio/backtest", dependencies=[Depends(verify_token)])
@@ -43,6 +47,7 @@ async def run_portfolio_backtest(req: PortfolioBacktestRequest):
         end=req.end_date,
         cash=req.initial_cash,
         benchmark=req.benchmark,
+        strategy=req.strategy,
         max_pool=30,
         provider_config=None,
     )

sanguo_orchestrator/portfolio_worker.py

@@ -47,12 +47,13 @@ def run_portfolio_task(spec: dict) -> Any:
     end = spec["end"]
     cash = spec["cash"]
     benchmark = spec["benchmark"]
+    strategy = spec.get("strategy", "all_weather")
     max_pool = spec["max_pool"]
     provider_config = spec.get("provider_config")
     db_path = spec.get("db_path", "")
     file_dir = spec.get("file_dir")
 
-    argv, cwd = _build_argv(start, end, cash, benchmark, max_pool, provider_config)
+    argv, cwd = _build_argv(start, end, cash, benchmark, max_pool, provider_config, strategy)
     logger.info("[portfolio_worker] task=%s running: %s", task_id, " ".join(argv[3:]))
 
     proc = subprocess.run(
@@ -108,6 +109,7 @@ def run_portfolio_task(spec: dict) -> Any:
 def _build_argv(
     start: str, end: str, cash: float, benchmark: str,
     max_pool: int, provider_config: Optional[dict],
+    strategy: str = "all_weather",
 ) -> tuple[list[str], Optional[str]]:
     """Three-machine adaptive argv construction.
 
@@ -122,6 +124,7 @@ def _build_argv(
             sys.executable, "-X", "utf8", "-m", "sanguo_portfolio.runner_backtest",
             "--json", "--start", start, "--end", end,
             "--cash", str(cash), "--benchmark", benchmark,
+            "--strategy", strategy,
             "--max-pool", str(max_pool),
         ]
         # NAS container: unified provider reads NAS authoritative data layer
@@ -144,6 +147,7 @@ def _build_argv(
         f"{_VPS_PYTHON} -X utf8 -m sanguo_portfolio.runner_backtest --json "
         f"--start {start} --end {end} "
         f"--cash {cash} --benchmark {benchmark} "
+        f"--strategy {strategy} "
         f"--max-pool {max_pool}"
     )
     ssh_argv = [

sanguo_orchestrator/runner.py

@@ -122,7 +122,8 @@ class Orchestrator:
         return task_id
 
     async def submit_portfolio(self, start: str, end: str, cash: float,
-                               benchmark: str, max_pool: int = 30,
+                               benchmark: str, strategy: str = "all_weather",
+                               max_pool: int = 30,
                                provider_config=None) -> str:
         """Submit a portfolio backtest task asynchronously.
 
@@ -139,6 +140,7 @@ class Orchestrator:
             end=end,
             cash=cash,
             benchmark=benchmark,
+            strategy=strategy,
             max_pool=max_pool,
             provider_config=provider_config,
             db_path=self.db_path,