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Add scheduled theme momentum refresh
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‎.github/workflows/theme_momentum_snapshot.yml‎

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name: Theme Momentum Snapshot
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on:
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workflow_dispatch:
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inputs:
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as_of:
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description: "Optional YYYY-MM-DD cutoff. Empty uses latest available/downloaded price date."
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required: false
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type: string
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prices_path:
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description: "Optional local price CSV path. Empty downloads Yahoo chart data as a temporary fallback."
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required: false
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default: ""
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type: string
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strict_downloads:
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description: "Fail if any downloaded symbol is unavailable."
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required: false
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default: "false"
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type: choice
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options:
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- "false"
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- "true"
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commit_outputs:
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description: "Commit generated theme_momentum_snapshot.json back to data/output."
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required: false
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default: "false"
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type: choice
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options:
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- "false"
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- "true"
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schedule:
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# Refresh before the advisory publication workflow. The script records data
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# source and hash metadata; downstream use remains research-only.
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- cron: "45 11 * * 6"
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permissions:
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contents: write
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jobs:
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build-theme-momentum:
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runs-on: ubuntu-latest
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steps:
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- uses: actions/checkout@v6
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- uses: actions/setup-python@v6
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with:
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python-version: "3.11"
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- name: Install package
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run: python -m pip install -e .
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- name: Build theme momentum snapshot
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env:
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INPUT_AS_OF: ${{ github.event.inputs.as_of || '' }}
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PRICES_PATH: ${{ github.event.inputs.prices_path || '' }}
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STRICT_DOWNLOADS: ${{ github.event.inputs.strict_downloads || 'false' }}
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run: |
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set -euo pipefail
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mkdir -p data/output
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ARGS=(--output data/output/theme_momentum_snapshot.json)
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if [ -n "${INPUT_AS_OF}" ]; then
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ARGS+=(--as-of "${INPUT_AS_OF}")
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fi
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if [ -n "${PRICES_PATH}" ]; then
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ARGS+=(--prices "${PRICES_PATH}")
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fi
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if [ "${STRICT_DOWNLOADS}" = "true" ]; then
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ARGS+=(--strict-downloads)
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fi
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python scripts/build_theme_momentum_snapshot.py "${ARGS[@]}" | tee /tmp/theme_momentum_summary.json
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{
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echo "## Theme momentum snapshot"
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echo ""
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echo '```json'
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cat /tmp/theme_momentum_summary.json
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echo '```'
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} >> "$GITHUB_STEP_SUMMARY"
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- name: Commit snapshot
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env:
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COMMIT_OUTPUTS: ${{ github.event_name == 'schedule' && 'true' || github.event.inputs.commit_outputs || 'false' }}
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run: |
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set -euo pipefail
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if [ "${COMMIT_OUTPUTS}" != "true" ]; then
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echo "Snapshot commit disabled."
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exit 0
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fi
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git config user.name "github-actions[bot]"
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git config user.email "41898282+github-actions[bot]@users.noreply.github.com"
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git add data/output/theme_momentum_snapshot.json
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if git diff --cached --quiet; then
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echo "No theme momentum changes to commit."
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else
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git commit -m "Update theme momentum snapshot [skip ci]"
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git push
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fi
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- name: Upload theme momentum artifact
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uses: actions/upload-artifact@v7
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with:
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name: theme-momentum-snapshot
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path: data/output/theme_momentum_snapshot.json
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if-no-files-found: error

‎README.md‎

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bundles embed `theme_context`; downstream use remains shadow-only and must replay
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saved artifacts rather than regenerating historical AI judgments.
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## Scheduled Theme Momentum Refresh
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`.github/workflows/theme_momentum_snapshot.yml` runs weekly before the advisor
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publication workflow. It builds `data/output/theme_momentum_snapshot.json` and,
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on scheduled runs, commits the changed snapshot back to the repository so
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`QuantAdvisorResearch` can consume a point-in-time artifact. Manual runs can pass
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`prices_path` to use an audited local CSV instead of Yahoo chart downloads.
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Yahoo chart downloads remain a temporary fallback only. The snapshot records
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source metadata and file hashes when a local price CSV is used. Random free proxy
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pools should not be used in this stable pipeline because they make replay, data
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quality, and compliance review harder.
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## Theme Momentum Snapshot
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The static taxonomy only defines long-horizon theme membership. Ranking is done

‎README.zh-CN.md‎

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这些配置是长期研究上下文，不是热点追涨列表。月度 context bundle 会把主题暴露写入 `theme_context`，供 AI shadow review 使用；任何推荐或回测仍必须基于已保存 artifact，不能在回测时重新生成历史判断。
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## 主题动量定时刷新
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`.github/workflows/theme_momentum_snapshot.yml` 每周在 Advisor 发布前运行，生成 `data/output/theme_momentum_snapshot.json`。定时运行时如果快照有变化，会提交回仓库，供 `QuantAdvisorResearch` 读取点时 artifact。手工运行可以传 `prices_path`，使用可审计的本地价格 CSV，而不是临时下载。
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Yahoo chart 下载仍然只是临时 fallback。使用本地价格 CSV 时，快照会记录来源和文件 hash。随机免费代理 IP 池不应进入稳定链路，因为它会增加 replay、数据质量和合规复核难度。
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## 主题动量快照
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跨板块主题 taxonomy 只是定义“股票属于哪些长期主题”。真正的排序由独立的主题动量快照完成，避免因为近期热门标的临时改 universe 或权重。

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