fix: 代码级约束 —— 推荐前必须同步重评, 不输出无操作信号的信息

1. price_monitor: 区间突破后同步调reassess_with_context(), 明确信号推XMPP
2. stale_detector: 只输出有[PUSH]/[STRATEGY_STALE]标记的行, 静默无操作信号的买入区
3. mofin_collect: stale/无策略持仓同步重评, 不靠TODO异步

scripts/price_monitor.py

@@ -30,13 +30,32 @@ except ImportError:
 # 策略重评依赖（技术面驱动，非机械百分比）
 sys.path.insert(0, "/home/hmo/web-dashboard")
 try:
-    from strategy_lifecycle import reassess_strategy
+    from strategy_lifecycle import reassess_strategy, reassess_with_context
     HAS_REASSESS = True
 except ImportError:
     HAS_REASSESS = False
 
 UA = "Mozilla/5.0"
 
+# ── XMPP推送 ──────────────────────────────────────────────────────────
+XMPP_USER = "hmo@yoin.fun"
+XMPP_BRIDGE = "http://127.0.0.1:5805/"
+
+def push_to_xmpp(text):
+    """通过知微 HTTP bridge 推送到Dad私信"""
+    if not text.strip():
+        return
+    try:
+        payload = json.dumps({
+            "to": XMPP_USER,
+            "body": text.strip(),
+            "type": "chat",
+        }).encode("utf-8")
+        req = urllib.request.Request(XMPP_BRIDGE, data=payload, headers={"Content-Type": "application/json"})
+        urllib.request.urlopen(req, timeout=5)
+    except Exception as e:
+        print(f"[XMPP推送失败] {e}", file=sys.stderr)
+
 # ── 批量拉取价格 ──────────────────────────────────────────────────────────
 
 def fetch_all_prices(codes):
@@ -350,6 +369,24 @@ def run_once(round_label=""):
                 if key == "stop_loss":
                     outputs.append(f"⚠️ {name}({code}) {price} → 跌破止损{hi}！")
                     record_event(code, name, "stop_loss", price, str(hi))
+                    # 止损触发 → 立即重评并推送给Dad
+                    try:
+                        cost = d.get("cost", 0) or 0
+                        shares = d.get("shares", 0) or 0
+                        current_action = d.get("action", "")
+                        result = reassess_with_context(code, name, price, cost, shares, current_action)
+                        if result:
+                            timing_signal = result.get("timing_signal", "")
+                            action = result.get("action", "")
+                            if "买入" in timing_signal or "加仓" in timing_signal or "止损" in action:
+                                buy_lo = d.get("entry_low", 0)
+                                buy_hi = d.get("entry_high", 0)
+                                rr = result.get("rr_ratio", 0)
+                                msg = f"🛒 {name}({code}) 价{price} 买入区{buy_lo}~{buy_hi} RR={rr} 止损触发!"
+                                push_to_xmpp(msg)
+                                outputs.append(f"  📨 止损重评→已推送Dad: {action}")
+                    except Exception as e:
+                        outputs.append(f"  ⚠️ 止损重评失败: {e}")
                 else:
                     extra = ""
                     if "_price" in key:
@@ -363,6 +400,22 @@ def run_once(round_label=""):
                             extra = f"（{act}）"
                     outputs.append(f"⚡ {name}({code}) {price} → 进入{label}{lo}~{hi}{extra}")
                     record_event(code, name, "entry_zone", price, f"{lo}~{hi}", label)
+                    # 进入区间 → 立即重评并推送给Dad
+                    try:
+                        cost = d.get("cost", 0) or 0
+                        shares = d.get("shares", 0) or 0
+                        current_action = d.get("action", "")
+                        result = reassess_with_context(code, name, price, cost, shares, current_action)
+                        if result:
+                            timing_signal = result.get("timing_signal", "")
+                            action = result.get("action", "")
+                            if "买入" in timing_signal or "加仓" in timing_signal or "止损" in action:
+                                rr = result.get("rr_ratio", 0)
+                                msg = f"🛒 {name}({code}) 价{price} 买入区{lo}~{hi} RR={rr}"
+                                push_to_xmpp(msg)
+                                outputs.append(f"  📨 区间触发重评→已推送Dad: {action}")
+                    except Exception as e:
+                        outputs.append(f"  ⚠️ 区间重评失败: {e}")
                 state[code][key] = True
                 state_updated = True
 

scripts/stale_detector.py

@@ -183,11 +183,9 @@ def main():
                 flags.append("[WL_IN]")
                 if strategy_deficient:
                     flags.append("[STRATEGY_STALE]")
-                    prefix = "⚠️仓位挤占 " if position_pct > 80 else ""
-                    issues.append(f"[STRATEGY_STALE] {prefix}价{price:.2f}在买入区{el}~{eh}但策略不完整（{'RR='+f'{rr:.2f}<1.5' if rr_invalid else '无止盈位' if not tp else '非买入信号'}），买入区需重评")
+                    issues.append(f"[STRATEGY_STALE] 价{price:.2f}在买入区{el}~{eh}但策略不完整（{'RR='+f'{rr:.2f}<1.5' if rr_invalid else '无止盈位' if not tp else '非买入信号'}），买入区需重评")
                 else:
-                    prefix = "⚠️仓位挤占 " if position_pct > 80 else ""
-                    issues.append(f"[PUSH] {prefix}价{price:.2f}入买入区{el}~{eh}")
+                    issues.append(f"[PUSH] 价{price:.2f}入买入区{el}~{eh}")
             elif price > eh * 1.35:
                 flags.append("[WL_HIGH]")
                 issues.append(f"价{price:.2f}高出买入区+{((price/eh)-1)*100:.0f}%，买入区需重评")
@@ -255,8 +253,11 @@ def main():
                 pass
 
         if issues:
-            print(f"{' '.join(flags)} {tag} {name}({code}) 价{price:.2f}{chg} | 买入{el}~{eh} | {'; '.join(issues)}")
-            found += 1
+            # 仅输出有明确操作信号的行：[PUSH]=推荐买入, [STRATEGY_STALE]=需重评
+            # 静默其他纯信息行（如仅"价XX高出/高于买入区"而无操作建议）
+            if any("[PUSH]" in i or "[STRATEGY_STALE]" in i for i in issues):
+                print(f"{' '.join(flags)} {tag} {name}({code}) 价{price:.2f}{chg} | 买入{el}~{eh} | {'; '.join(issues)}")
+                found += 1
 
     if found == 0:
         print("[SILENT] 所有策略正常")