feat: 新提拔自选重评补推——promote后detach启动backfill,90s后补跑未就绪重评并XMPP补推

deploy/profile-scripts/promote_candidates.py

@@ -247,6 +247,15 @@ def main():
             print(f"[PROMOTE] XMPP 通知已发送（{promoted}只含完整重评）", flush=True)
         except Exception as e:
             print(f"[PROMOTE] XMPP 通知失败: {e}", flush=True)
+    # 2026-08-18 老莫：重评未就绪的必须补推——后台 detach 补跑重评+补推
+    if promoted > 0:
+        try:
+            _bf = subprocess.Popen(
+                ["/home/hmo/MoFin/venv/bin/python", "/home/hmo/MoFin/deploy/profile-scripts/promote_reassess_backfill.py", "90"],
+                stdout=subprocess.DEVNULL, stderr=subprocess.DEVNULL, start_new_session=True)
+            print(f"[PROMOTE] 后台补推已启动（PID={_bf.pid}, 90s后补跑未就绪重评并补推）", flush=True)
+        except Exception as e:
+            print(f"[PROMOTE] 后台补推启动失败: {e}", flush=True)
     
     conn.close()
 

deploy/profile-scripts/promote_reassess_backfill.py

@@ -0,0 +1,93 @@
+#!/usr/bin/env python3
+# -*- coding: utf-8 -*-
+"""promote_reassess_backfill.py — 新提拔自选的重评补推（老莫：未就绪的要补推）
+promote 结束后 detach 启动：
+1. 读 promote 记录的新提拔候选（holding_strategies 里 full_analysis 为空/短的 active 自选）
+2. 对未就绪的补跑 per_stock_reassess（300s 超时）
+3. 收集就绪的完整重评，通过 XMPP 补推给老莫
+"""
+import sys, os, json, time, subprocess, sqlite3, urllib.request
+from datetime import datetime
+
+DB = "/home/hmo/MoFin/data/mofin.db"
+PY = "/home/hmo/MoFin/venv/bin/python"
+REASSESS = "/home/hmo/MoFin/deploy/profile-scripts/per_stock_reassess.py"
+XMPP = "http://127.0.0.1:5805/"
+TIMEOUT = 300
+MAX_RETRY = 2
+
+def xmpp_push(body):
+    try:
+        req = urllib.request.Request(
+            XMPP, data=json.dumps({"to": "hmo@yoin.fun", "body": body, "type": "chat"}).encode(),
+            headers={"Content-Type": "application/json"})
+        urllib.request.urlopen(req, timeout=10)
+        return True
+    except Exception as e:
+        print(f"  ⚠️ XMPP 补推失败: {e}", flush=True)
+        return False
+
+def main(wait_sec=90):
+    # 给首次重评完成时间（promote 触发的 REASSESS 可能还在跑）
+    print(f"[BACKFILL] 等待 {wait_sec}s 后检查未就绪重评...", flush=True)
+    time.sleep(wait_sec)
+    conn = sqlite3.connect(DB, timeout=30)
+    conn.execute("PRAGMA busy_timeout=30000")
+    # 最近 30 分钟新提拔的自选，full_analysis 为空/短（未就绪）
+    rows = conn.execute("""
+        SELECT code, name, strategy_name, rr_ratio, LENGTH(full_analysis) as fa_len, created_at
+        FROM holding_strategies
+        WHERE status='active' AND decision_type='自选策略'
+        AND created_at >= datetime('now', 'localtime', '-30 minutes')
+        AND (full_analysis IS NULL OR LENGTH(full_analysis) < 50)
+        ORDER BY created_at DESC
+    """).fetchall()
+    conn.close()
+    if not rows:
+        print("[BACKFILL] 无未就绪重评", flush=True)
+        return
+    print(f"[BACKFILL] 发现 {len(rows)} 只未就绪重评，逐一补跑...", flush=True)
+    backfilled = []
+    for code, name, strat, rr, fa_len, created in rows:
+        ok = False
+        for attempt in range(MAX_RETRY):
+            try:
+                r = subprocess.run([PY, REASSESS, code], capture_output=True, text=True, timeout=TIMEOUT)
+                if r.returncode == 0:
+                    ok = True
+                    break
+                else:
+                    print(f"  ⚠️ {code} 重评失败(尝试{attempt+1}): {r.stderr.strip()[:100]}", flush=True)
+            except Exception as e:
+                print(f"  ⚠️ {code} 重评异常(尝试{attempt+1}): {e}", flush=True)
+            time.sleep(5)
+        if ok:
+            backfilled.append((code, name, strat, rr))
+    if not backfilled:
+        print("[BACKFILL] 补跑后仍无就绪报告，跳过补推", flush=True)
+        return
+    # 收集就绪的完整报告
+    conn = sqlite3.connect(DB, timeout=30)
+    codes = ",".join("?" * len(backfilled))
+    ready = conn.execute(
+        f"SELECT code, name, strategy_name, rr_ratio, full_analysis FROM holding_strategies "
+        f"WHERE status='active' AND code IN ({codes})",
+        tuple(c[0] for c in backfilled)).fetchall()
+    conn.close()
+    body = f"📤 重评报告补推（{len(ready)}只新入自选的重评已就绪）\n"
+    for i, (code, name, strat, rr, fa) in enumerate(ready, 1):
+        nm = name or code
+        body += f"\n━━━ [{i}] {code} {nm} ━━━\n"
+        body += f"策略: {strat or 'unknown'} | RR: {rr or 'N/A'}\n"
+        if fa and len(str(fa)) > 50:
+            body += f"【12维重评】\n{fa}\n"
+        else:
+            body += "（仍未能生成，已放弃补推）\n"
+    if len(body) > 6000:
+        body = body[:6000] + "\n…（内容过长已截断）"
+    ok = xmpp_push(body)
+    print(f"[BACKFILL] 补推{'成功' if ok else '失败'}: {len(ready)} 只", flush=True)
+
+if __name__ == "__main__":
+    wait = int(sys.argv[1]) if len(sys.argv) > 1 else 90
+    main(wait)