Clarify horizon presentation boundary

Author: Pigbibi

README.md

@@ -45,7 +45,7 @@ Advisor is the final composition layer. Source ownership by horizon is:
 - Medium term (`2-12 weeks`): `theme_momentum_snapshot.json` from `ResearchSignalContextPipelines`, now explicitly marked as `medium_horizon_theme_context`, focused on theme momentum and symbol momentum.
 - Long term (`1-3 years`): `latest_signal.json` / `signal_history/*.json` from `ResearchSignalContextPipelines` as AI shadow context.
 
-Final recommendations are still deterministic Intelligent Advisory outputs. The signal context repository does not directly produce short-term recommendations or replace the final decision engine. Advisor records separate short/medium/long horizon scores and gates for each final pick, plus JSON diagnostics that explain whether long-horizon context was actually available. Public pages render each horizon column from that horizon's own gates, so a stock can appear in more than one horizon when both views are supported.
+Final recommendations are still deterministic Intelligent Advisory outputs. The signal context repository does not directly produce short-term recommendations or replace the final decision engine. Advisor records separate short/medium/long horizon scores and gates for each final pick, plus JSON diagnostics that explain whether long-horizon context was actually available. Public pages render short and medium columns from the pick's primary horizon, while the long column can also show long-horizon context when no primary long bucket exists. Horizon actions remain in JSON as diagnostics, but they are not all promoted to public short/medium columns.
 
 ## Boundary
 

README.zh-CN.md

@@ -33,7 +33,7 @@ QuantStrategyLab 的“智慧投顾研究系统”协调仓库。它把事件证
 - 中线（2-12 周）：`ResearchSignalContextPipelines` 的 `theme_momentum_snapshot.json`，现在明确标记为 `medium_horizon_theme_context`，重点看主题动量和个股动量。
 - 长线（1-3 年）：`ResearchSignalContextPipelines` 的 `latest_signal.json` / `signal_history/*.json`，作为 AI shadow 背景。
 
-最终研究结论仍由本仓库确定性合成。信号上下文仓库不直接输出短线推荐，也不替代本仓库的最终决策。本仓库会为最终推荐记录短/中/长线独立评分和独立门槛，并在 JSON 里记录长线背景是否可用。公开页面按每个周期自己的门槛渲染完整卡片，所以同一只股票在中线和长线都成立时，可以同时出现在两个周期栏里。
+最终研究结论仍由本仓库确定性合成。信号上下文仓库不直接输出短线推荐，也不替代本仓库的最终决策。本仓库会为最终推荐记录短/中/长线独立评分和独立门槛，并在 JSON 里记录长线背景是否可用。公开页面的短线和中线栏只展示主周期归类，避免把辅助周期评分误读成最终短线/中线结论；长线栏在没有主周期长线标的时，可以展示长线背景成立的最终推荐。`horizon_actions` 仍保留在 JSON 里作为诊断，不全部提升为公开分栏。
 
 ## 当前 MVP
 

docs/system_design.md

@@ -96,10 +96,11 @@ The public HTML/RSS/Telegram outputs should stay direct:
 
 - show final recommendations, horizons, stock background, recommendation reasons,
   and risks;
-- render public recommendations as long-, medium-, and short-horizon columns,
-  sorted by each horizon score inside the column;
-- render a full card in every horizon where a final pick passes that horizon
-  gate, even when another horizon is the pick's primary bucket;
+- render public recommendations as long-, medium-, and short-horizon columns;
+- keep short and medium columns tied to each pick's `primary_horizon`, so auxiliary
+  horizon actions do not inflate public short/medium conclusions;
+- allow the long column to use long-horizon action/context as a fallback when no
+  final pick has primary long horizon, preserving long-term context visibility;
 - hide internal tags such as `source_mode`, mode labels, audience labels, and
   repository names;
 - keep `theme_first_candidates[]`, `horizon_scores`, and `selection_trace` in

docs/system_design.zh-CN.md

@@ -113,16 +113,17 @@ symbol_theme_exposure
 - 中线（2-12 周）：主题上下文层负责，`ResearchSignalContextPipelines` 的 `theme_momentum_snapshot.json` 标记为 `medium_horizon_theme_context`，主要看主题动量和个股动量。
 - 长线（1-3 年）：AI shadow 背景层负责，来自 `latest_signal.json` 和 `signal_history/*.json`。
 
-`QuantAdvisorResearch` 只在最后做确定性合成，报告中的 `supporting_context`、`horizon_scores` 和 `horizon_actions` 会记录每个最终推荐用到了短线、中线、长线哪些输入，以及每个周期是否达到推荐或观察门槛。
+`QuantAdvisorResearch` 只在最后做确定性合成，报告中的 `supporting_context`、`horizon_scores` 和 `horizon_actions` 会记录每个最终推荐用到了短线、中线、长线哪些输入，以及每个周期是否达到推荐或观察门槛。公开页面不会把所有 `horizon_actions` 都提升为分栏结论：短线和中线以 `primary_horizon` 为准，长线在没有主周期长线标的时允许用长线背景作为展示补充。
 报告 summary 还会记录长线背景是否可用，避免把“上游 artifact 缺字段”误读成“长线没有机会”。
 
 ## Theme momentum 展示边界
 
 `QuantAdvisorResearch` 可以消费 `theme_momentum_snapshot.json`，用途分两层：
 
 - 公开页面只展示最终推荐，不展示主题候选池；
-- 公开页面按长线 / 中线 / 短线三列展示，每列内按对应周期分数排序；
-- 只要最终推荐通过某个周期的推荐或观察门槛，就在该周期栏渲染完整卡片；同一标的可以同时出现在多个周期栏；
+- 公开页面按长线 / 中线 / 短线三列展示；
+- 短线和中线只展示主周期归类，避免把辅助短线评分误读成最终短线推荐；
+- 长线如果没有主周期长线标的，可以展示长线背景成立的最终推荐，用于保留中长期研究视角；
 - JSON/Markdown 保留 `theme_first_candidates[]` 供审计；
 - `final_decisions` 可以把主题动量作为中线评分的重要输入；
 - 基础 `recommendations[]` 评级仍由事件、watchlist 和 AI 背景生成；