From d264e39285319ac22a1f6de1b794ad21a0da03ac Mon Sep 17 00:00:00 2001
From: boris <shuaibo.zhang@hotmail.com>
Date: Sun, 21 Jun 2026 01:42:06 +0800
Subject: [PATCH] =?UTF-8?q?=E6=87=92=E5=8A=A0=E8=BD=BD=E7=AD=96=E7=95=A5?=
 =?UTF-8?q?=E9=A2=9D=E5=A4=96=E5=9B=A0=E5=AD=90=E7=8A=B6=E6=80=81?=
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---
 .../fidc-core/src/platform_expr_strategy.rs   | 97 +++++++++++++++----
 1 file changed, 78 insertions(+), 19 deletions(-)

diff --git a/crates/fidc-core/src/platform_expr_strategy.rs b/crates/fidc-core/src/platform_expr_strategy.rs
index 936a5cc..0d1426d 100644
--- a/crates/fidc-core/src/platform_expr_strategy.rs
+++ b/crates/fidc-core/src/platform_expr_strategy.rs
@@ -556,6 +556,7 @@ pub struct PlatformExprStrategy {
     selection_quote_usage: StockFilterQuoteUsage,
     stock_rolling_requirements: StockRollingRequirements,
     stock_extra_factors_required: bool,
+    stock_text_factors_required: bool,
     stock_state_cache_date: RefCell<Option<NaiveDate>>,
     stock_state_cache: RefCell<
         HashMap<(NaiveDate, NaiveDate, String, Option<NaiveTime>, bool), StockExpressionState>,
@@ -656,6 +657,11 @@ impl PlatformExprStrategy {
             &normalized_stock_filter_expr,
             &prelude_declared_identifiers,
         );
+        let stock_text_factors_required = Self::stock_text_factors_required_for_config(
+            &config,
+            &normalized_stock_filter_expr,
+            &prelude_declared_identifiers,
+        );
         Self {
             config,
             engine,
@@ -675,6 +681,7 @@ impl PlatformExprStrategy {
             selection_quote_usage,
             stock_rolling_requirements,
             stock_extra_factors_required,
+            stock_text_factors_required,
             stock_state_cache_date: RefCell::new(None),
             stock_state_cache: RefCell::new(HashMap::new()),
         }
@@ -2162,18 +2169,24 @@ impl PlatformExprStrategy {
             weekday: date.weekday().number_from_monday() as i64,
             is_month_start: date.day() == 1,
             is_month_end,
-            available_factor_names: ctx
-                .data
-                .factor_snapshots_on(date)
-                .into_iter()
-                .flat_map(|row| row.extra_factors.keys().cloned())
-                .collect(),
-            available_text_factor_names: ctx
-                .data
-                .factor_text_snapshots_on(date)
-                .into_iter()
-                .map(|row| row.field.clone())
-                .collect(),
+            available_factor_names: if self.stock_extra_factors_required {
+                ctx.data
+                    .factor_snapshots_on(date)
+                    .into_iter()
+                    .flat_map(|row| row.extra_factors.keys().cloned())
+                    .collect()
+            } else {
+                BTreeSet::new()
+            },
+            available_text_factor_names: if self.stock_text_factors_required {
+                ctx.data
+                    .factor_text_snapshots_on(date)
+                    .into_iter()
+                    .map(|row| row.field.clone())
+                    .collect()
+            } else {
+                BTreeSet::new()
+            },
         })
     }
 
@@ -2506,13 +2519,16 @@ impl PlatformExprStrategy {
             } else {
                 BTreeMap::new()
             },
-            extra_text_factors: ctx
-                .data
-                .factor_text_snapshots_on(date)
-                .into_iter()
-                .filter(|row| row.symbol == symbol)
-                .map(|row| (row.field.clone(), row.value.clone()))
-                .collect(),
+            extra_text_factors: if self.stock_text_factors_required {
+                ctx.data
+                    .factor_text_snapshots_on(date)
+                    .into_iter()
+                    .filter(|row| row.symbol == symbol)
+                    .map(|row| (row.field.clone(), row.value.clone()))
+                    .collect()
+            } else {
+                BTreeMap::new()
+            },
         };
         self.stock_state_cache
             .borrow_mut()
@@ -6403,6 +6419,49 @@ impl PlatformExprStrategy {
         })
     }
 
+    fn stock_text_factors_required_for_config(
+        config: &PlatformExprStrategyConfig,
+        normalized_stock_filter_expr: &str,
+        prelude_declared_identifiers: &BTreeSet<String>,
+    ) -> bool {
+        if !config.explicit_actions.is_empty() {
+            return true;
+        }
+        [
+            config.prelude.as_str(),
+            normalized_stock_filter_expr,
+            config.buy_scale_expr.as_str(),
+            config.stop_loss_expr.as_str(),
+            config.take_profit_expr.as_str(),
+            config.rank_expr.as_str(),
+            config.market_cap_field.as_str(),
+            config.rank_by.as_str(),
+        ]
+        .into_iter()
+        .any(|expr| Self::expr_may_use_stock_text_factors(expr, prelude_declared_identifiers))
+    }
+
+    fn expr_may_use_stock_text_factors(
+        expr: &str,
+        prelude_declared_identifiers: &BTreeSet<String>,
+    ) -> bool {
+        let normalized = Self::normalize_expr(expr);
+        let identifiers = Self::extract_identifier_candidates(&normalized);
+        if identifiers.contains("factors")
+            || identifiers.contains("factor")
+            || identifiers.contains("factor_text")
+            || identifiers.contains("get_factor_text")
+        {
+            return true;
+        }
+        identifiers.into_iter().any(|name| {
+            !Self::is_expression_keyword(&name)
+                && !Self::is_runtime_helper(&name)
+                && !Self::is_reserved_scope_name(&name)
+                && !prelude_declared_identifiers.contains(&name)
+        })
+    }
+
     fn expr_requires_stock_extra_factors(
         expr: &str,
         prelude_declared_identifiers: &BTreeSet<String>,