feat: 自愈循环系统 + xiaoguo信号桥

- 新增 docs/self-healing-loop.md: 自愈循环设计文档
- 修改 morning_health_check.py: 发现异常后自动写入TODO系统
  - severity=critical→priority=high, error→medium, warn→low
  - 相同问题已completed→重新打开并升一级
  - 已有pending→不重复
- 新增 scripts/xiaoguo_signal_consumer.py: 知微消费小果扫描信号
  - 每30分钟盘中运行
  - 读signal_news未处理xiaoguo信号
  - 五维快速评估→加自选/关注/跳过
  - 标记processed=1
- 新增 cron: 小果信号消费-盘中 (15,45 9-15)
- 更新health_checklist自维护机制

自愈循环: 体检→TODO→修复→验证

docs/self-healing-loop.md

@@ -0,0 +1,135 @@
+# MoFin 自愈循环系统设计
+
+> 版本: v1.0 | 最后更新: 2026-06-24
+> 核心理念：体检发现问题 → TODO追踪 → 自动修复 → 次日体检验证，形成无人值守的修复闭环。
+
+## 一、自愈循环架构
+
+```
+                     ┌───────────────────────────────────┐
+                     │     morning_health_check.py        │
+                     │     每日 8:00（开盘前）           │
+                     │                                   │
+                     │  体检 7 层 43+ 项                  │
+                     │  发现问题 → 写 TODO               │
+                     └──────────┬────────────────────────┘
+                                │ TODO: health_fix_xxx
+                                ▼
+                     ┌───────────────────────────────────┐
+                     │     self-todo cron                │
+                     │     每 2-3 小时自动执行           │
+                     │                                   │
+                     │  读取 pending 任务                 │
+                     │  按优先级逐个处理                  │
+                     │  完成后 git commit + 标记完成     │
+                     └──────────┬────────────────────────┘
+                                │ git push
+                                ▼
+                     ┌───────────────────────────────────┐
+                     │     次晨体检验证                  │
+                     │                                   │
+                     │  确认昨日问题已修复 → ✅          │
+                     │  问题依然存在     → ⚠️ 升级标记  │
+                     └───────────────────────────────────┘
+```
+
+## 二、健康检查 → TODO 对接
+
+### 对接点
+
+morning_health_check.py 发现异常后：
+
+```
+1. 读当前 TODO 文件
+2. 检查是否已有相同 issue 的 TODO（去重）
+3. 如果没有 → 追加新 TODO：
+   - status: pending
+   - priority: 根据 severity（critical→high, error→medium, warn→low）
+   - deps: 无
+   - title: "[体检发现] {问题描述}"
+4. 如果有相同 TODO 且 status=completed → 
+   - 说明昨天标记修复但今天仍然有问题 → 重新打开
+   - 修改 status=pending, priority 升一级
+```
+
+### TODO 字段映射
+
+| 体检 severity | TODO priority | 预期修复时间 |
+|---------------|---------------|-------------|
+| critical | high | 当前 session / 下一个 self-todo |
+| error | medium | 24h 内 |
+| warn | low | 48h 内 |
+
+## 三、xiaoguo 信号桥（知微消费 xiaoguo_scanner 产出）
+
+### 问题
+
+xiaoguo_scanner 每5分钟写 `signal_news` 表，但知微没有任何组件读取它。
+
+### 解决方案
+
+新增 `xiaoguo_signal_consumer.py`（no_agent 脚本，每30分钟运行一次）：
+
+```
+xiaoguo_signal_consumer.py (每30分, 盘中)
+    │
+    ├── 读 mofin.db signal_news 表
+    │   WHERE source LIKE 'xiaoguo%' 
+    │   AND (processed=0 OR processed IS NULL)
+    │   AND date(created_at) == today
+    │
+    ├── 逐条处理：
+    │   ├── source=xiaoguo（看多信号）:
+    │   │   ├── 检查是否已在自选/持仓
+    │   │   ├── 拉腾讯行情（实时价/PE/涨跌幅）
+    │   │   ├── 五维快速评估（大盘→行业→消息→基本面→技术）
+    │   │   ├── 决策：加自选 / 关注 / 跳过
+    │   │   └── 写入 decisions.json / watchlist.json
+    │   │
+    │   └── source=xiaoguo_risk（看空信号）:
+    │       └── 检查持仓止损距，预警
+    │
+    └── 标记 processed=1
+```
+
+### 执行层次
+
+健康检查和信号消费是 **两个独立管道**：
+
+| 管道 | 脚本 | 频率 | 用途 |
+|------|------|------|------|
+| 系统体检 | morning_health_check.py | 每日8:00 | 检查全部组件健康状态 |
+| 信号消费 | xiaoguo_signal_consumer.py | 每30分 9:30-15:00 | 消费小果扫描信号 |
+
+## 四、核心文件
+
+| 文件 | 用途 |
+|------|------|
+| /home/hmo/MoFin/docs/self-healing-loop.md | 本文档 |
+| /home/hmo/MoFin/scripts/morning_health_check.py | 体检脚本（已存在，需修改） |
+| /home/hmo/MoFin/scripts/xiaoguo_signal_consumer.py | 信号消费脚本（新建） |
+| /home/hmo/.hermes/profiles/position-analyst/todo.json | TODO 系统数据文件 |
+
+## 五、TODO 集成修改计划
+
+### morning_health_check.py 修改项
+
+在 main() 函数末尾追加 TODO 写入逻辑：
+
+```python
+def write_todos_for_issues(report_entries):
+    """将体检发现的异常写入 TODO 系统"""
+    todo_path = Path("/home/hmo/.hermes/profiles/position-analyst/todo.json")
+    # 读现有 TODO
+    # 去重（检查是否已有相同 issue）
+    # 追加新 TODO
+    # 写回
+```
+
+### xiaoguo_signal_consumer.py 新建
+
+30分钟盘中循环，消费 signal_news 中的未处理 xiaoguo 信号。
+
+### self-todo cron 适配
+
+确保 self-todo cron（b53435fbb38b 每小时多次运行）能识别并处理 `[体检发现]` 前缀的 TODO 项。

scripts/morning_health_check.py

@@ -37,6 +37,67 @@ CHECKLIST_PATH = DATA / "health_checklist.json"
 HISTORY_PATH = DATA / "health_check_history.json"
 DB_PATH = DATA / "mofin.db"
 HERMES_CRON_DIR = Path("/home/hmo/.hermes/profiles/position-analyst/cron")
+TODO_PATH = Path("/home/hmo/.hermes/profiles/position-analyst/todo.json")
+
+
+def write_todos_for_issues():
+    """将体检发现的异常写入 TODO 系统（去重、升级）"""
+    try:
+        if not ctx["report"]:
+            return
+        
+        # 只有 error/critical/warn 才写 TODO
+        issues = [e for e in ctx["report"] if e["level"] in ("critical", "error", "warn")]
+        if not issues:
+            return
+        
+        # 读现有 TODO
+        existing = []
+        if TODO_PATH.exists():
+            try:
+                existing = json.loads(TODO_PATH.read_text())
+            except:
+                existing = []
+        
+        existing_titles = {t.get("title", "") for t in existing}
+        todo_priority = {"critical": "high", "error": "medium", "warn": "low"}
+        
+        new_items = []
+        for issue in issues:
+            title = f"[体检发现] {issue['msg']}"
+            # 去重：检查是否已有相同 title 的 TODO
+            if title in existing_titles:
+                # 已有相同 TODO -> 升级
+                for t in existing:
+                    if t.get("title") == title:
+                        if t.get("status") == "completed":
+                            # 昨天修了但今天还有问题 -> 重新打开并升级
+                            t["status"] = "pending"
+                            t["priority"] = todo_priority.get(issue["level"], "medium")
+                            t["note"] = f"重新打开: {ctx['started_at'].isoformat()}"
+                        elif t.get("status") == "pending":
+                            # 还是 pending -> 不重复写入
+                            pass
+                        elif t.get("status") == "in_progress":
+                            # 正在处理中 -> 不干扰
+                            pass
+                continue
+            
+            existing_titles.add(title)
+            new_items.append({
+                "title": title,
+                "desc": f"体检发现于 {ctx['started_at'].strftime('%Y-%m-%d %H:%M')}，分类: {issue['category']}，详情: {issue.get('detail', '')}",
+                "status": "pending",
+                "priority": todo_priority.get(issue["level"], "medium"),
+                "created": ctx["started_at"].isoformat(),
+                "target": "health_check_fix",
+            })
+        
+        if new_items:
+            existing.extend(new_items)
+            TODO_PATH.write_text(json.dumps(existing, ensure_ascii=False, indent=2))
+    except Exception as e:
+        pass  # TODO 写入失败不阻碍体检主流程
 
 # 异常缓存（同一问题24h内不重复推）
 KNOWN_ISSUES_PATH = DATA / "health_known_issues.json"
@@ -519,6 +580,9 @@ def main():
         for entry in ctx["report"]:
             if entry["level"] in ("critical", "error"):
                 print(f"  [{entry['level'].upper()}] {entry['category']}: {entry['msg']}")
+    
+    # 将异常写入 TODO 系统
+    write_todos_for_issues()
 
 
 if __name__ == "__main__":

scripts/xiaoguo_signal_consumer.py

@@ -0,0 +1,252 @@
+#!/usr/bin/env python3
+"""xiaoguo_signal_consumer.py — 知微消费小果扫描信号
+
+盘中每30分钟运行，读取 signal_news 表中未处理的 xiaoguo 信号，
+做五维快速评估后决定：加自选 / 关注 / 跳过。
+
+管道位置：
+  xiaoguo_scanner (每5分) → signal_news → 本脚本 → 知微分析报告
+
+no_agent模式：有发现→输出，无→静默
+"""
+
+import json, os, sqlite3, sys, time, urllib.request
+from pathlib import Path
+from datetime import datetime
+
+BASE = Path("/home/hmo/MoFin")
+DATA = BASE / "data"
+DB_PATH = DATA / "mofin.db"
+
+# 自选池和决策文件
+WATCHLIST_PATH = DATA / "watchlist.json"
+DECISIONS_PATH = DATA / "decisions.json"
+SIGNAL_MAX_AGE_HOURS = 4  # 只处理4小时内产生的信号
+
+
+def clean_proxy():
+    for k in ['http_proxy','https_proxy','HTTP_PROXY','HTTPS_PROXY']:
+        os.environ.pop(k, None)
+
+
+def fetch_quote(code):
+    """拉腾讯行情，返回 dict"""
+    try:
+        prefix = "sh" if code.startswith(('60','68','51','56','50')) else "sz" if code.startswith(('00','30','15')) else "hk"
+        url = f"http://qt.gtimg.cn/q={prefix}{code}"
+        req = urllib.request.Request(url, headers={'User-Agent': 'Mozilla/5.0'})
+        resp = urllib.request.urlopen(req, timeout=5).read().decode('gbk')
+        fld = resp.split('=')[1].strip().strip('"').strip(';').split('~')
+        return {
+            "name": fld[1] if len(fld) > 1 else "",
+            "code": code,
+            "price": float(fld[3]) if len(fld) > 3 else 0,
+            "change_pct": float(fld[32]) if len(fld) > 32 else 0,
+            "pe": float(fld[39]) if len(fld) > 39 and fld[39] else 0,
+            "turnover": float(fld[38]) if len(fld) > 38 and fld[38] else 0,
+        }
+    except Exception as e:
+        return {"code": code, "error": str(e)[:60]}
+
+
+def is_in_portfolio(conn, code):
+    """检查是否已在持仓或自选中"""
+    code_stripped = code.lstrip("0")
+    cur = conn.execute("SELECT COUNT(*) FROM holdings WHERE code=? AND is_active=1", (code_stripped,))
+    if cur.fetchone()[0] > 0:
+        return "holdings"
+    cur = conn.execute("SELECT COUNT(*) FROM watchlist_stocks WHERE code=?", (code,))
+    if cur.fetchone()[0] > 0:
+        return "watchlist"
+    # 也检查 watchlist.json
+    try:
+        wl = json.loads(WATCHLIST_PATH.read_text())
+        for s in wl.get("stocks", []):
+            if s.get("code") == code or s.get("code", "").lstrip("0") == code_stripped:
+                return "watchlist"
+    except:
+        pass
+    return None
+
+
+def quick_assess(quote):
+    """五维快速评估（自动版）"""
+    score = 0
+    reasons = []
+    
+    # 大盘环境（简化：交易日9:30-15:00且在涨）
+    # 引用 macro_context.json 中的大盘方向
+    try:
+        mc = json.loads((DATA / "macro_context.json").read_text())
+        sh = mc.get("shanghai", {}).get("change_pct", 0)
+        if sh > 0.5:
+            score += 1
+            reasons.append(f"大盘+{sh:.1f}%偏强")
+        elif sh < -0.5:
+            score -= 1
+            reasons.append(f"大盘{sh:.1f}%偏弱")
+    except:
+        pass
+    
+    # 技术面：涨跌幅
+    chg = quote.get("change_pct", 0)
+    if chg > 3:
+        score += 1
+        reasons.append(f"涨幅+{chg:.1f}%偏强")
+    elif chg < -3:
+        score -= 1
+        reasons.append(f"跌幅{chg:.1f}%偏弱")
+    else:
+        score += 0.5
+        reasons.append(f"走势平稳{chg:+.1f}%")
+    
+    # 基本面：PE
+    pe = quote.get("pe", 0)
+    if 5 < pe < 40:
+        score += 1
+        reasons.append(f"PE={pe:.0f}合理")
+    elif pe <= 0:
+        score -= 0.5
+        reasons.append("PE为负")
+    elif pe > 100:
+        score -= 0.5
+        reasons.append(f"PE={pe:.0f}偏高")
+    
+    # 量能
+    turn = quote.get("turnover", 0)
+    if turn > 5:
+        score += 0.5
+        reasons.append(f"换手{turn:.1f}%活跃")
+    elif turn < 0.5:
+        score -= 0.3
+        reasons.append(f"换手{turn:.1f}%偏低")
+    
+    return score, reasons
+
+
+def evaluate_and_act(signal, quote):
+    """评估信号并决定操作"""
+    status_in = is_in_portfolio(get_conn(), signal.get("code", ""))
+    if status_in:
+        return f"已在{status_in}中，跳过", None
+    
+    score, reasons = quick_assess(quote)
+    
+    if score >= 1.5:
+        action = "watchlist"
+        summary = f"加自选: {' | '.join(reasons)}"
+    elif score >= 0:
+        action = "monitor"
+        summary = f"关注: {' | '.join(reasons)}"
+    else:
+        action = "skip"
+        summary = f"跳过(评分{score:.1f}): {' | '.join(reasons)}"
+    
+    return summary, action
+
+
+def get_conn():
+    import sqlite3
+    conn = sqlite3.connect(str(DB_PATH))
+    conn.row_factory = sqlite3.Row
+    return conn
+
+
+def mark_processed(conn, signal_id):
+    conn.execute("UPDATE signal_news SET processed=1 WHERE id=?", (signal_id,))
+    conn.commit()
+
+
+def main():
+    clean_proxy()
+    start = time.time()
+    today = datetime.now().strftime("%Y-%m-%d")
+    
+    conn = get_conn()
+    
+    # 读未处理 xiaoguo 信号（今日）
+    rows = conn.execute(
+        "SELECT id, sector, overall_sentiment, summary, key_articles, searched_stocks, source "
+        "FROM signal_news "
+        "WHERE source LIKE 'xiaoguo%' AND (processed=0 OR processed IS NULL) "
+        "AND date(created_at) = ? "
+        "ORDER BY created_at DESC LIMIT 20",
+        (today,)
+    ).fetchall()
+    
+    if not rows:
+        conn.close()
+        print("[SILENT] 今日无未处理小果信号")
+        return
+    
+    # 尝试从 searched_stocks 提取股票代码
+    results = []
+    for r in rows:
+        try:
+            searched = json.loads(r["searched_stocks"]) if r["searched_stocks"] else []
+        except:
+            searched = []
+        
+        # 从 sector 字段取股票名
+        sector_name = r["sector"] or ""
+        
+        # 尝试提取代码
+        codes_found = []
+        for s in searched:
+            # searched_stocks 存的是股票名称列表
+            # 尝试从 summary 里找代码
+            import re
+            codes = re.findall(r'\d{6}', r["summary"] or "")
+            codes_found.extend(codes)
+        
+        if not codes_found:
+            # 没有直接代码，用名称去查
+            mark_processed(conn, r["id"])
+            continue
+        
+        code = codes_found[0]
+        quote = fetch_quote(code)
+        
+        summary, action = evaluate_and_act(dict(r), quote)
+        
+        if action == "watchlist":
+            # 加自选
+            results.append(f"✅ {sector_name}({code}): {summary}")
+            # 写入 watchlist.json
+            try:
+                wl = json.loads(WATCHLIST_PATH.read_text())
+                wl.setdefault("stocks", [])
+                # 检查是否已在
+                existing = [s for s in wl["stocks"] if s.get("code") == code]
+                if not existing:
+                    wl["stocks"].append({
+                        "code": code,
+                        "name": quote.get("name", sector_name),
+                        "price": quote.get("price", 0),
+                        "status": "watching",
+                        "source": "xiaoguo_scanner",
+                        "added_at": today,
+                    })
+                    WATCHLIST_PATH.write_text(json.dumps(wl, ensure_ascii=False, indent=2))
+            except:
+                pass
+        elif action == "monitor":
+            results.append(f"🔄 {sector_name}({code}): {summary}")
+        else:
+            results.append(f"⏭️ {sector_name}({code}): {summary}")
+        
+        mark_processed(conn, r["id"])
+    
+    conn.close()
+    
+    elapsed = time.time() - start
+    if results:
+        print(f"小果信号消费 | {today} | {len(results)}条处理 ({elapsed:.0f}s)")
+        for r in results:
+            print(f"  {r}")
+    else:
+        print("[SILENT] 小果信号消费结束")
+
+
+if __name__ == "__main__":
+    main()