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diff --git a/data/mofin.db-wal b/data/mofin.db-wal
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diff --git a/data/price_events.json b/data/price_events.json
index 0b1d63f5..5cc3bac9 100644
--- a/data/price_events.json
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+ "date": "2026-07-20"
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+ "date": "2026-07-20"
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+ "date": "2026-07-20"
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+ "date": "2026-07-20"
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+ "date": "2026-07-20"
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+ "date": "2026-07-20"
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+ "date": "2026-07-20"
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+ "date": "2026-07-20"
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+ "date": "2026-07-20"
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+ "timestamp": "2026-07-20T16:57:29.071831",
+ "date": "2026-07-20"
+ },
+ {
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+ "trigger_value": "3.91~4.04",
+ "event_label": "加仓区间",
+ "timestamp": "2026-07-20T16:58:46.974018",
+ "date": "2026-07-20"
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+ "date": "2026-07-20"
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+ "date": "2026-07-20"
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+ "event_label": "加仓区间",
+ "timestamp": "2026-07-20T16:58:57.341578",
+ "date": "2026-07-20"
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+ "timestamp": "2026-07-20T16:58:59.036001",
+ "date": "2026-07-20"
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+ "date": "2026-07-20"
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+ "date": "2026-07-20"
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+ "date": "2026-07-20"
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+ "timestamp": "2026-07-20T16:59:16.417752",
+ "date": "2026-07-20"
+ },
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+ "date": "2026-07-20"
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+ "date": "2026-07-20"
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+ "date": "2026-07-20"
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+ "timestamp": "2026-07-20T17:05:45.313833",
+ "date": "2026-07-20"
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+ "trigger_value": "88.7~90.37",
+ "event_label": "加仓区间",
+ "timestamp": "2026-07-20T17:05:50.493696",
+ "date": "2026-07-20"
+ },
+ {
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+ "trigger_value": "0.0~8.64",
+ "event_label": "止盈区间",
+ "timestamp": "2026-07-20T17:05:54.149205",
+ "date": "2026-07-20"
+ },
+ {
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+ "trigger_value": "10.14~10.48",
+ "event_label": "加仓区间",
+ "timestamp": "2026-07-20T17:05:58.052859",
+ "date": "2026-07-20"
+ },
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+ "name": "吉祥航空",
+ "event_type": "entry_zone",
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+ "trigger_value": "0.0~11.15",
+ "event_label": "止盈区间",
+ "timestamp": "2026-07-20T17:05:59.070304",
+ "date": "2026-07-20"
+ },
+ {
+ "code": "688087",
+ "name": "英科再生",
+ "event_type": "entry_zone",
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+ "trigger_value": "0.0~40.94",
+ "event_label": "止盈区间",
+ "timestamp": "2026-07-20T17:06:00.079494",
+ "date": "2026-07-20"
+ },
+ {
+ "code": "688411",
+ "name": "海博思创",
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+ "trigger_value": "0.0~188.37",
+ "event_label": "止盈区间",
+ "timestamp": "2026-07-20T17:06:06.487793",
+ "date": "2026-07-20"
+ },
+ {
+ "code": "688466",
+ "name": "金科环境",
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+ "trigger_value": "12.03~12.53",
+ "event_label": "加仓区间",
+ "timestamp": "2026-07-20T17:06:13.727896",
+ "date": "2026-07-20"
+ },
+ {
+ "code": "688466",
+ "name": "金科环境",
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+ "trigger_value": "0.0~13.64",
+ "event_label": "止盈区间",
+ "timestamp": "2026-07-20T17:06:15.901848",
+ "date": "2026-07-20"
+ },
+ {
+ "code": "688755",
+ "name": "汉邦科技",
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+ "price": 23.23,
+ "trigger_value": "22.77~23.69",
+ "event_label": "加仓区间",
+ "timestamp": "2026-07-20T17:06:18.587221",
+ "date": "2026-07-20"
+ },
+ {
+ "code": "688775",
+ "name": "影石创新",
+ "event_type": "entry_zone",
+ "price": 136.32,
+ "trigger_value": "133.59~139.05",
+ "event_label": "加仓区间",
+ "timestamp": "2026-07-20T17:06:20.627515",
+ "date": "2026-07-20"
+ },
+ {
+ "code": "688789",
+ "name": "宏华数科",
+ "event_type": "entry_zone",
+ "price": 47.71,
+ "trigger_value": "46.76~48.07",
+ "event_label": "加仓区间",
+ "timestamp": "2026-07-20T17:06:25.857580",
+ "date": "2026-07-20"
}
]
}
\ No newline at end of file
diff --git a/data/price_history.json b/data/price_history.json
index 108df184..70b2cc94 100644
--- a/data/price_history.json
+++ b/data/price_history.json
@@ -35,10 +35,10 @@
{
"date": "2026-07-20",
"high": 15.75,
- "low": 14.1,
- "close": 14.21,
- "volume": 37396292.0,
- "amount": 55424.0
+ "low": 13.05,
+ "close": 13.41,
+ "volume": 41864386.0,
+ "amount": 56681.0
}
],
"688775": [
@@ -77,10 +77,10 @@
{
"date": "2026-07-20",
"high": 149.0,
- "low": 135.76,
- "close": 138.34,
- "volume": 6157193.0,
- "amount": 86656.0
+ "low": 129.5,
+ "close": 136.32,
+ "volume": 4713131.0,
+ "amount": 63136.0
}
],
"688475": [
@@ -118,11 +118,11 @@
},
{
"date": "2026-07-20",
- "high": 27.74,
+ "high": 27.78,
"low": 26.4,
- "close": 26.64,
- "volume": 5999240.0,
- "amount": 16223.0
+ "close": 27.73,
+ "volume": 6881480.0,
+ "amount": 18584.0
}
],
"688778": [
@@ -161,10 +161,10 @@
{
"date": "2026-07-20",
"high": 46.45,
- "low": 44.09,
- "close": 44.14,
- "volume": 7684619.0,
- "amount": 34599.0
+ "low": 42.05,
+ "close": 43.0,
+ "volume": 9254116.0,
+ "amount": 40066.0
}
],
"688501": [
@@ -203,10 +203,10 @@
{
"date": "2026-07-20",
"high": 17.8,
- "low": 16.64,
- "close": 16.79,
- "volume": 1904231.0,
- "amount": 3272.0
+ "low": 15.42,
+ "close": 15.91,
+ "volume": 2834080.0,
+ "amount": 4591.0
}
],
"688510": [
@@ -245,10 +245,10 @@
{
"date": "2026-07-20",
"high": 22.46,
- "low": 20.63,
- "close": 21.0,
- "volume": 5596808.0,
- "amount": 12011.0
+ "low": 20.25,
+ "close": 20.76,
+ "volume": 6770593.0,
+ "amount": 14184.0
}
],
"688513": [
@@ -287,10 +287,10 @@
{
"date": "2026-07-20",
"high": 59.9,
- "low": 54.5,
- "close": 54.63,
- "volume": 4293163.0,
- "amount": 24190.0
+ "low": 53.67,
+ "close": 57.6,
+ "volume": 3704960.0,
+ "amount": 20838.0
}
],
"688518": [
@@ -329,10 +329,10 @@
{
"date": "2026-07-20",
"high": 19.78,
- "low": 18.31,
- "close": 18.46,
- "volume": 18674329.0,
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+ "low": 16.81,
+ "close": 17.24,
+ "volume": 21448924.0,
+ "amount": 38124.0
}
],
"00700": [
@@ -372,9 +372,9 @@
"date": "2026-07-20",
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@@ -454,11 +454,11 @@
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@@ -832,11 +832,11 @@
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@@ -1000,11 +1000,11 @@
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@@ -1354,11 +1354,11 @@
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@@ -1515,10 +1515,10 @@
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@@ -1617,10 +1617,10 @@
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@@ -1642,11 +1642,11 @@
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+ }
]
}
\ No newline at end of file
diff --git a/data/strategy_staleness_report.json b/data/strategy_staleness_report.json
index b910530f..853b55fb 100644
--- a/data/strategy_staleness_report.json
+++ b/data/strategy_staleness_report.json
@@ -1,7 +1,7 @@
{
- "checked_at": "2026-07-17T09:00:55",
- "total_active": 58,
- "flagged_count": 27,
+ "checked_at": "2026-07-20T09:00:56",
+ "total_active": 128,
+ "flagged_count": 66,
"flagged": [
{
"code": "000518",
@@ -10,7 +10,7 @@
"flags": [
"现价3.82在买入区4~4（是否可买需结合timing_signal判断）"
],
- "age_days": 2,
+ "age_days": 5,
"last_update": "2026-07-14 09:29:52",
"entry_zone": "4~4",
"current": "盈利持有 | 量价齐升(建仓特征) | 近5日增量涨价=建仓型 | 目标4.04 | 止损3.71 | 买入区3.74~3.84 | 信号:关注",
@@ -25,7 +25,7 @@
"flags": [
"现价5.69在买入区6~6（是否可买需结合timing_signal判断）"
],
- "age_days": 0,
+ "age_days": 3,
"last_update": "2026-07-16 09:17:37",
"entry_zone": "6~6",
"current": "盈利持有 | ⚠️盈亏比不足1:1.5，不建议买入 | 量价齐升(建仓特征) | 近5日增量涨价=建仓型 | 目标参考0 | 止损5.46 | 买入区5.58~5.8",
@@ -33,21 +33,6 @@
"updated_reason": "自动生成",
"is_watchlist": true
},
- {
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- "name": "华茂股份",
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- "现价3.95在买入区4~4（是否可买需结合timing_signal判断）"
- ],
- "age_days": 0,
- "last_update": "2026-07-16 09:24:03",
- "entry_zone": "4~4",
- "current": "盈利持有 | ⚠️盈亏比不足1:1.5，不建议买入 | 缩量 | 目标参考0 | 止损3.79 | 买入区3.87~4.03",
- "updated_by": "manual_test",
- "updated_reason": "自动生成",
- "is_watchlist": true
- },
{
"code": "001309",
"name": "德明利",
@@ -55,7 +40,7 @@
"flags": [
"现价596.16在买入区560~610（是否可买需结合timing_signal判断）"
],
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+ "age_days": 3,
"last_update": "2026-07-16 21:11:09",
"entry_zone": "560~610",
"current": "盈利持有 | ⚠️盈亏比不足1:1.5，不建议买入 | 正常 | 目标625.97 | 止损596.16 | 买入区808.5~608.08",
@@ -70,7 +55,7 @@
"flags": [
"现价87.80在买入区86~88（是否可买需结合timing_signal判断）"
],
- "age_days": 6,
+ "age_days": 9,
"last_update": "2026-07-10 11:45:31",
"entry_zone": "86~88",
"current": "盈利持有 | ⚠️盈亏比偏低(1:1.8)，谨慎买入 | 正常 | 目标92.65 | 止损85.17 | 买入区86.04~88.16",
@@ -85,7 +70,7 @@
"flags": [
"现价49.54在买入区49~50（是否可买需结合timing_signal判断）"
],
- "age_days": 0,
+ "age_days": 3,
"last_update": "2026-07-16 09:33:23",
"entry_zone": "49~50",
"current": "盈利持有 | 量价背离 | 近5日减量涨价=⬆量价背离 | 目标53.52 | 止损48.05 | 买入区48.55~50.24 | 信号:关注",
@@ -100,7 +85,7 @@
"flags": [
"现价100.95在买入区99~103（是否可买需结合timing_signal判断）"
],
- "age_days": 3,
+ "age_days": 6,
"last_update": "2026-07-13 09:51:37",
"entry_zone": "99~103",
"current": "盈利持有 | 正常 | 目标110.59 | 止损97.92 | 买入区98.93~102.97 | 信号:关注",
@@ -109,46 +94,436 @@
"is_watchlist": true
},
{
- "code": "688372",
- "name": "伟测科技",
- "price": 138.19,
+ "code": "603766",
+ "name": "隆鑫通用",
+ "price": 13.05,
"flags": [
- "现价138.19在买入区135~141（是否可买需结合timing_signal判断）"
+ "现价13.05在买入区12~13（是否可买需结合timing_signal判断）"
],
"age_days": 0,
- "last_update": "2026-07-17 08:11:34",
- "entry_zone": "135~141",
- "current": "盈利持有 | 缩量 | 目标175.69 | 止损133.5 | 买入区135.43~140.95",
+ "last_update": "2026-07-20 01:27:04",
+ "entry_zone": "12~13",
+ "current": "买12.28~13.19 | 损11.9 | 盈14.87 | RR2.6 | 评分10.0",
+ "updated_by": null,
+ "updated_reason": "自动生成",
+ "is_watchlist": true
+ },
+ {
+ "code": "603885",
+ "name": "吉祥航空",
+ "price": 10.3,
+ "flags": [
+ "现价10.30在买入区10~10（是否可买需结合timing_signal判断）"
+ ],
+ "age_days": 0,
+ "last_update": "2026-07-20 08:16:14",
+ "entry_zone": "10~10",
+ "current": "盈利持有 | 正常 | 目标11.23 | 止损9.99 | 买入区10.09~10.49 | 信号:关注",
"updated_by": "auto",
"updated_reason": "自动生成",
"is_watchlist": true
},
+ {
+ "code": "603980",
+ "name": "吉华集团",
+ "price": 6.17,
+ "flags": [
+ "现价6.17在买入区6~6（是否可买需结合timing_signal判断）"
+ ],
+ "age_days": 0,
+ "last_update": "2026-07-20 01:27:17",
+ "entry_zone": "6~6",
+ "current": "买5.82~6.25 | 损5.64 | 盈7.05 | RR2.6 | 评分8.0",
+ "updated_by": null,
+ "updated_reason": "自动生成",
+ "is_watchlist": true
+ },
+ {
+ "code": "605090",
+ "name": "九丰能源",
+ "price": 38.2,
+ "flags": [
+ "现价38.20在买入区36~39（是否可买需结合timing_signal判断）"
+ ],
+ "age_days": 0,
+ "last_update": "2026-07-20 01:27:04",
+ "entry_zone": "36~39",
+ "current": "买35.89~38.54 | 损34.76 | 盈43.45 | RR2.5 | 评分10.0",
+ "updated_by": null,
+ "updated_reason": "自动生成",
+ "is_watchlist": true
+ },
+ {
+ "code": "688009",
+ "name": "中国通号",
+ "price": 4.95,
+ "flags": [
+ "现价4.95在买入区5~5（是否可买需结合timing_signal判断）"
+ ],
+ "age_days": 0,
+ "last_update": "2026-07-20 01:27:09",
+ "entry_zone": "5~5",
+ "current": "买4.68~5.03 | 损4.54 | 盈5.67 | RR2.6 | 评分9.0",
+ "updated_by": null,
+ "updated_reason": "自动生成",
+ "is_watchlist": true
+ },
+ {
+ "code": "688065",
+ "name": "凯赛生物",
+ "price": 42.75,
+ "flags": [
+ "现价42.75在买入区41~44（是否可买需结合timing_signal判断）"
+ ],
+ "age_days": 0,
+ "last_update": "2026-07-20 01:27:29",
+ "entry_zone": "41~44",
+ "current": "买40.63~43.63 | 损39.35 | 盈49.19 | RR2.5 | 评分6.0",
+ "updated_by": null,
+ "updated_reason": "自动生成",
+ "is_watchlist": true
+ },
+ {
+ "code": "688076",
+ "name": "ST诺泰",
+ "price": 28.0,
+ "flags": [
+ "现价28.00在买入区27~29（是否可买需结合timing_signal判断）"
+ ],
+ "age_days": 0,
+ "last_update": "2026-07-20 01:27:12",
+ "entry_zone": "27~29",
+ "current": "买26.99~28.98 | 损26.14 | 盈32.67 | RR2.5 | 评分8.0",
+ "updated_by": null,
+ "updated_reason": "自动生成",
+ "is_watchlist": true
+ },
+ {
+ "code": "688087",
+ "name": "英科再生",
+ "price": 36.18,
+ "flags": [
+ "现价36.18在买入区35~37（是否可买需结合timing_signal判断）"
+ ],
+ "age_days": 0,
+ "last_update": "2026-07-20 08:16:14",
+ "entry_zone": "35~37",
+ "current": "盈利持有 | 正常 | 目标39.69 | 止损35.09 | 买入区35.46~36.9",
+ "updated_by": "auto",
+ "updated_reason": "自动生成",
+ "is_watchlist": true
+ },
+ {
+ "code": "688093",
+ "name": "世华科技",
+ "price": 27.5,
+ "flags": [
+ "现价27.50在买入区27~29（是否可买需结合timing_signal判断）"
+ ],
+ "age_days": 0,
+ "last_update": "2026-07-20 01:27:33",
+ "entry_zone": "27~29",
+ "current": "买26.62~28.58 | 损25.78 | 盈32.22 | RR2.5 | 评分5.0",
+ "updated_by": null,
+ "updated_reason": "自动生成",
+ "is_watchlist": true
+ },
+ {
+ "code": "688116",
+ "name": "天奈科技",
+ "price": 30.66,
+ "flags": [
+ "现价30.66在买入区29~31（是否可买需结合timing_signal判断）"
+ ],
+ "age_days": 0,
+ "last_update": "2026-07-20 01:27:24",
+ "entry_zone": "29~31",
+ "current": "买28.95~31.08 | 损28.03 | 盈35.04 | RR2.5 | 评分7.0",
+ "updated_by": null,
+ "updated_reason": "自动生成",
+ "is_watchlist": true
+ },
+ {
+ "code": "688169",
+ "name": "石头科技",
+ "price": 99.17,
+ "flags": [
+ "现价99.17在买入区94~101（是否可买需结合timing_signal判断）"
+ ],
+ "age_days": 0,
+ "last_update": "2026-07-20 01:27:29",
+ "entry_zone": "94~101",
+ "current": "买94.36~101.32 | 损91.38 | 盈114.23 | RR2.5 | 评分6.0",
+ "updated_by": null,
+ "updated_reason": "自动生成",
+ "is_watchlist": true
+ },
+ {
+ "code": "688247",
+ "name": "宣泰医药",
+ "price": 8.91,
+ "flags": [
+ "现价8.91在买入区8~9（是否可买需结合timing_signal判断）"
+ ],
+ "age_days": 0,
+ "last_update": "2026-07-20 01:27:32",
+ "entry_zone": "8~9",
+ "current": "买8.46~9.09 | 损8.2 | 盈10.25 | RR2.6 | 评分5.0",
+ "updated_by": null,
+ "updated_reason": "自动生成",
+ "is_watchlist": true
+ },
+ {
+ "code": "688267",
+ "name": "中触媒",
+ "price": 17.25,
+ "flags": [
+ "现价17.25在买入区17~19（是否可买需结合timing_signal判断）"
+ ],
+ "age_days": 0,
+ "last_update": "2026-07-20 01:27:20",
+ "entry_zone": "17~19",
+ "current": "买17.24~18.51 | 损16.7 | 盈20.87 | RR2.5 | 评分7.0",
+ "updated_by": null,
+ "updated_reason": "自动生成",
+ "is_watchlist": true
+ },
+ {
+ "code": "688271",
+ "name": "联影医疗",
+ "price": 110.37,
+ "flags": [
+ "现价110.37在买入区108~111（是否可买需结合timing_signal判断）"
+ ],
+ "age_days": 0,
+ "last_update": "2026-07-20 08:16:14",
+ "entry_zone": "108~111",
+ "current": "盈利持有 | ⚠️盈亏比偏低(1:1.9)，谨慎买入 | 正常 | 目标116.74 | 止损107.06 | 买入区108.16~110.93 | 信号:关注",
+ "updated_by": "auto",
+ "updated_reason": "自动生成",
+ "is_watchlist": true
+ },
+ {
+ "code": "688289",
+ "name": "圣湘生物",
+ "price": 15.34,
+ "flags": [
+ "现价15.34在买入区14~15（是否可买需结合timing_signal判断）"
+ ],
+ "age_days": 0,
+ "last_update": "2026-07-20 01:27:02",
+ "entry_zone": "14~15",
+ "current": "买14.35~15.41 | 损13.9 | 盈17.38 | RR2.6 | 评分10.0",
+ "updated_by": null,
+ "updated_reason": "自动生成",
+ "is_watchlist": true
+ },
+ {
+ "code": "688312",
+ "name": "燕麦科技",
+ "price": 50.0,
+ "flags": [
+ "现价50.00远低于买入区63~68，买入区需下移"
+ ],
+ "age_days": 0,
+ "last_update": "2026-07-20 01:27:34",
+ "entry_zone": "63~68",
+ "current": "买63.31~67.97 | 损61.31 | 盈76.64 | RR2.5 | 评分4.0",
+ "updated_by": null,
+ "updated_reason": "自动生成",
+ "is_watchlist": true
+ },
+ {
+ "code": "688334",
+ "name": "西高院",
+ "price": 17.18,
+ "flags": [
+ "现价17.18在买入区16~18（是否可买需结合timing_signal判断）"
+ ],
+ "age_days": 0,
+ "last_update": "2026-07-20 01:27:17",
+ "entry_zone": "16~18",
+ "current": "买16.41~17.62 | 损15.89 | 盈19.86 | RR2.5 | 评分8.0",
+ "updated_by": null,
+ "updated_reason": "自动生成",
+ "is_watchlist": true
+ },
+ {
+ "code": "688349",
+ "name": "三一重能",
+ "price": 13.72,
+ "flags": [
+ "现价13.72在买入区13~14（是否可买需结合timing_signal判断）"
+ ],
+ "age_days": 0,
+ "last_update": "2026-07-20 01:27:14",
+ "entry_zone": "13~14",
+ "current": "买13.06~14.03 | 损12.65 | 盈15.81 | RR2.5 | 评分8.0",
+ "updated_by": null,
+ "updated_reason": "自动生成",
+ "is_watchlist": true
+ },
+ {
+ "code": "688372",
+ "name": "伟测科技",
+ "price": 120.73,
+ "flags": [
+ "现价120.73在买入区118~123（是否可买需结合timing_signal判断）"
+ ],
+ "age_days": 0,
+ "last_update": "2026-07-20 08:16:14",
+ "entry_zone": "118~123",
+ "current": "盈利持有 | 正常 | 目标165.83 | 止损114.53 | 买入区118.32~123.14",
+ "updated_by": "auto",
+ "updated_reason": "自动生成",
+ "is_watchlist": true
+ },
+ {
+ "code": "688377",
+ "name": "迪威尔",
+ "price": 19.68,
+ "flags": [
+ "现价19.68在买入区19~21（是否可买需结合timing_signal判断）"
+ ],
+ "age_days": 0,
+ "last_update": "2026-07-20 01:27:23",
+ "entry_zone": "19~21",
+ "current": "买19.3~20.73 | 损18.69 | 盈23.37 | RR2.5 | 评分7.0",
+ "updated_by": null,
+ "updated_reason": "自动生成",
+ "is_watchlist": true
+ },
+ {
+ "code": "688379",
+ "name": "XD华光新",
+ "price": 49.92,
+ "flags": [
+ "现价49.92远低于买入区65~70，买入区需下移"
+ ],
+ "age_days": 0,
+ "last_update": "2026-07-20 01:27:30",
+ "entry_zone": "65~70",
+ "current": "买65.2~70.0 | 损63.14 | 盈78.92 | RR2.5 | 评分5.0",
+ "updated_by": null,
+ "updated_reason": "自动生成",
+ "is_watchlist": true
+ },
+ {
+ "code": "688380",
+ "name": "中微半导",
+ "price": 39.51,
+ "flags": [
+ "现价39.51远低于买入区56~60，买入区需下移"
+ ],
+ "age_days": 0,
+ "last_update": "2026-07-20 01:27:12",
+ "entry_zone": "56~60",
+ "current": "买55.77~59.87 | 损54.0 | 盈67.5 | RR2.5 | 评分8.0",
+ "updated_by": null,
+ "updated_reason": "自动生成",
+ "is_watchlist": true
+ },
+ {
+ "code": "688396",
+ "name": "华润微",
+ "price": 62.01,
+ "flags": [
+ "现价62.01在买入区62~67（是否可买需结合timing_signal判断）"
+ ],
+ "age_days": 0,
+ "last_update": "2026-07-20 01:27:16",
+ "entry_zone": "62~67",
+ "current": "买62.01~66.58 | 损60.05 | 盈75.06 | RR2.5 | 评分8.0",
+ "updated_by": null,
+ "updated_reason": "自动生成",
+ "is_watchlist": true
+ },
+ {
+ "code": "688410",
+ "name": "山外山",
+ "price": 10.44,
+ "flags": [
+ "现价10.44在买入区10~11（是否可买需结合timing_signal判断）"
+ ],
+ "age_days": 0,
+ "last_update": "2026-07-20 01:27:28",
+ "entry_zone": "10~11",
+ "current": "买10.0~10.74 | 损9.69 | 盈12.11 | RR2.6 | 评分6.0",
+ "updated_by": null,
+ "updated_reason": "自动生成",
+ "is_watchlist": true
+ },
+ {
+ "code": "688425",
+ "name": "铁建重工",
+ "price": 4.08,
+ "flags": [
+ "现价4.08在买入区4~4（是否可买需结合timing_signal判断）"
+ ],
+ "age_days": 0,
+ "last_update": "2026-07-20 01:27:01",
+ "entry_zone": "4~4",
+ "current": "买3.88~4.16 | 损3.75 | 盈4.69 | RR2.5 | 评分11.0",
+ "updated_by": null,
+ "updated_reason": "自动生成",
+ "is_watchlist": true
+ },
{
"code": "688439",
"name": "振华风光",
- "price": 42.0,
+ "price": 39.58,
"flags": [
- "现价42.00在买入区41~42（是否可买需结合timing_signal判断）"
+ "现价39.58在买入区39~40（是否可买需结合timing_signal判断）"
],
"age_days": 0,
- "last_update": "2026-07-17 08:11:34",
- "entry_zone": "41~42",
- "current": "盈利持有 | 缩量 | 目标44.77 | 止损40.74 | 买入区41.16~42.35 | 信号:关注",
+ "last_update": "2026-07-20 08:16:14",
+ "entry_zone": "39~40",
+ "current": "盈利持有 | 正常 | 目标43.68 | 止损38.39 | 买入区38.79~40.37",
"updated_by": "auto",
"updated_reason": "自动生成",
"is_watchlist": true
},
+ {
+ "code": "688466",
+ "name": "金科环境",
+ "price": 12.6,
+ "flags": [
+ "现价12.60在买入区12~13（是否可买需结合timing_signal判断）"
+ ],
+ "age_days": 0,
+ "last_update": "2026-07-20 08:16:14",
+ "entry_zone": "12~13",
+ "current": "盈利持有 | 正常 | 目标13.49 | 止损12.22 | 买入区12.35~12.73",
+ "updated_by": "auto",
+ "updated_reason": "自动生成",
+ "is_watchlist": true
+ },
+ {
+ "code": "688472",
+ "name": "阿特斯",
+ "price": 9.02,
+ "flags": [
+ "现价9.02在买入区9~9（是否可买需结合timing_signal判断）"
+ ],
+ "age_days": 0,
+ "last_update": "2026-07-20 01:27:08",
+ "entry_zone": "9~9",
+ "current": "买8.77~9.41 | 损8.49 | 盈10.61 | RR2.5 | 评分9.0",
+ "updated_by": null,
+ "updated_reason": "自动生成",
+ "is_watchlist": true
+ },
{
"code": "688475",
"name": "萤石网络",
- "price": 27.15,
+ "price": 26.64,
"flags": [
- "现价27.15在买入区27~27（是否可买需结合timing_signal判断）"
+ "现价26.64在买入区26~27（是否可买需结合timing_signal判断）"
],
"age_days": 0,
- "last_update": "2026-07-17 08:11:34",
- "entry_zone": "27~27",
- "current": "盈利持有 | 正常 | 目标29.04 | 止损26.34 | 买入区26.61~27.42 | 信号:关注",
+ "last_update": "2026-07-20 08:16:14",
+ "entry_zone": "26~27",
+ "current": "盈利持有 | 正常 | 目标29.06 | 止损23.06 | 买入区26.11~27.13",
"updated_by": "auto",
"updated_reason": "自动生成",
"is_watchlist": true
@@ -156,16 +531,14 @@
{
"code": "688501",
"name": "青达环保",
- "price": 17.61,
+ "price": 16.79,
"flags": [
- "[STRATEGY_STALE] 信号不良(timing_signal含['弱势持有'])",
- "[STRATEGY_STALE] 盈亏比不足(RR=1.49)或无止盈",
- "现价17.61在买入区17~18（是否可买需结合timing_signal判断）"
+ "现价16.79在买入区16~17（是否可买需结合timing_signal判断）"
],
"age_days": 0,
- "last_update": "2026-07-17 08:11:34",
- "entry_zone": "17~18",
- "current": "盈利持有 | ⚠️盈亏比不足1:1.5，不建议买入 | 缩量 | 目标18.4 | 止损17.08 | 买入区17.26~17.61 | 信号:弱势持有",
+ "last_update": "2026-07-20 08:16:14",
+ "entry_zone": "16~17",
+ "current": "盈利持有 | 正常 | 目标18.43 | 止损16.29 | 买入区16.45~17.13",
"updated_by": "auto",
"updated_reason": "自动生成",
"is_watchlist": true
@@ -173,14 +546,14 @@
{
"code": "688510",
"name": "航亚科技",
- "price": 22.21,
+ "price": 21.0,
"flags": [
- "现价22.21在买入区22~23（是否可买需结合timing_signal判断）"
+ "现价21.00在买入区21~21（是否可买需结合timing_signal判断）"
],
"age_days": 0,
- "last_update": "2026-07-17 08:11:34",
- "entry_zone": "22~23",
- "current": "盈利持有 | 缩量 | 目标24.28 | 止损21.44 | 买入区21.77~22.58",
+ "last_update": "2026-07-20 08:16:14",
+ "entry_zone": "21~21",
+ "current": "盈利持有 | 正常 | 目标24.23 | 止损20.27 | 买入区20.58~21.42",
"updated_by": null,
"updated_reason": "自动生成",
"is_watchlist": true
@@ -188,14 +561,14 @@
{
"code": "688513",
"name": "苑东生物",
- "price": 58.58,
+ "price": 54.63,
"flags": [
- "现价58.58在买入区57~60（是否可买需结合timing_signal判断）"
+ "现价54.63在买入区54~56（是否可买需结合timing_signal判断）"
],
"age_days": 0,
- "last_update": "2026-07-17 08:11:34",
- "entry_zone": "57~60",
- "current": "盈利持有 | 正常 | 目标67.06 | 止损56.66 | 买入区57.41~59.75",
+ "last_update": "2026-07-20 08:16:14",
+ "entry_zone": "54~56",
+ "current": "盈利持有 | 正常 | 目标66.84 | 止损52.79 | 买入区53.54~55.72",
"updated_by": null,
"updated_reason": "自动生成",
"is_watchlist": true
@@ -203,14 +576,29 @@
{
"code": "688518",
"name": "联赢激光",
- "price": 19.48,
+ "price": 18.46,
"flags": [
- "现价19.48在买入区19~20（是否可买需结合timing_signal判断）"
+ "现价18.46在买入区18~19（是否可买需结合timing_signal判断）"
],
"age_days": 0,
- "last_update": "2026-07-17 08:11:34",
- "entry_zone": "19~20",
- "current": "盈利持有 | 缩量 | 目标22.25 | 止损18.9 | 买入区19.09~19.87",
+ "last_update": "2026-07-20 08:16:14",
+ "entry_zone": "18~19",
+ "current": "盈利持有 | 正常 | 目标22.25 | 止损17.91 | 买入区18.09~18.83",
+ "updated_by": null,
+ "updated_reason": "自动生成",
+ "is_watchlist": true
+ },
+ {
+ "code": "688526",
+ "name": "科前生物",
+ "price": 12.77,
+ "flags": [
+ "现价12.77在买入区12~13（是否可买需结合timing_signal判断）"
+ ],
+ "age_days": 0,
+ "last_update": "2026-07-20 01:27:27",
+ "entry_zone": "12~13",
+ "current": "买12.25~13.16 | 损11.87 | 盈14.83 | RR2.5 | 评分6.0",
"updated_by": null,
"updated_reason": "自动生成",
"is_watchlist": true
@@ -218,14 +606,14 @@
{
"code": "688533",
"name": "上声电子",
- "price": 21.55,
+ "price": 20.59,
"flags": [
- "现价21.55在买入区21~22（是否可买需结合timing_signal判断）"
+ "现价20.59在买入区20~21（是否可买需结合timing_signal判断）"
],
"age_days": 0,
- "last_update": "2026-07-17 08:11:34",
- "entry_zone": "21~22",
- "current": "盈利持有 | ⚠️盈亏比偏低(1:1.6)，谨慎买入 | 量价背离 | 近5日减量涨价=⬆量价背离 | 目标22.58 | 止损20.9 | 买入区21.12~21.57",
+ "last_update": "2026-07-20 08:16:14",
+ "entry_zone": "20~21",
+ "current": "盈利持有 | 正常 | 目标22.56 | 止损19.97 | 买入区20.18~21.0",
"updated_by": null,
"updated_reason": "自动生成",
"is_watchlist": true
@@ -233,14 +621,74 @@
{
"code": "688566",
"name": "吉贝尔",
- "price": 27.0,
+ "price": 25.0,
"flags": [
- "现价27.00在买入区26~27（是否可买需结合timing_signal判断）"
+ "现价25.00在买入区24~26（是否可买需结合timing_signal判断）"
],
"age_days": 0,
- "last_update": "2026-07-17 08:11:34",
- "entry_zone": "26~27",
- "current": "盈利持有 | ⚠️盈亏比偏低(1:1.9)，谨慎买入 | 量价齐升(建仓特征) | 近5日增量涨价=建仓型 | 目标28.55 | 止损26.19 | 买入区26.46~27.13 | 信号:买入",
+ "last_update": "2026-07-20 08:16:14",
+ "entry_zone": "24~26",
+ "current": "盈利持有 | 放量下跌⚠️ | 近5日增量跌价=⚠️出货型 | 目标28.64 | 止损24.25 | 买入区24.5~25.5",
+ "updated_by": null,
+ "updated_reason": "自动生成",
+ "is_watchlist": true
+ },
+ {
+ "code": "688569",
+ "name": "铁科轨道",
+ "price": 16.56,
+ "flags": [
+ "现价16.56在买入区16~17（是否可买需结合timing_signal判断）"
+ ],
+ "age_days": 0,
+ "last_update": "2026-07-20 01:27:14",
+ "entry_zone": "16~17",
+ "current": "买15.74~16.9 | 损15.24 | 盈19.06 | RR2.5 | 评分8.0",
+ "updated_by": null,
+ "updated_reason": "自动生成",
+ "is_watchlist": true
+ },
+ {
+ "code": "688576",
+ "name": "西山科技",
+ "price": 38.71,
+ "flags": [
+ "现价38.71在买入区38~41（是否可买需结合timing_signal判断）"
+ ],
+ "age_days": 0,
+ "last_update": "2026-07-20 01:27:03",
+ "entry_zone": "38~41",
+ "current": "买38.37~41.2 | 损37.16 | 盈46.45 | RR2.5 | 评分10.0",
+ "updated_by": null,
+ "updated_reason": "自动生成",
+ "is_watchlist": true
+ },
+ {
+ "code": "688579",
+ "name": "地纬智能",
+ "price": 7.63,
+ "flags": [
+ "现价7.63在买入区7~8（是否可买需结合timing_signal判断）"
+ ],
+ "age_days": 0,
+ "last_update": "2026-07-20 01:27:07",
+ "entry_zone": "7~8",
+ "current": "买7.15~7.68 | 损6.93 | 盈8.66 | RR2.6 | 评分9.0",
+ "updated_by": null,
+ "updated_reason": "自动生成",
+ "is_watchlist": true
+ },
+ {
+ "code": "688581",
+ "name": "安杰思",
+ "price": 51.85,
+ "flags": [
+ "现价51.85在买入区49~53（是否可买需结合timing_signal判断）"
+ ],
+ "age_days": 0,
+ "last_update": "2026-07-20 01:27:07",
+ "entry_zone": "49~53",
+ "current": "买49.3~52.94 | 损47.75 | 盈59.68 | RR2.5 | 评分9.0",
"updated_by": null,
"updated_reason": "自动生成",
"is_watchlist": true
@@ -248,14 +696,14 @@
{
"code": "688582",
"name": "芯动联科",
- "price": 43.56,
+ "price": 38.61,
"flags": [
- "现价43.56在买入区43~44（是否可买需结合timing_signal判断）"
+ "现价38.61在买入区38~39（是否可买需结合timing_signal判断）"
],
"age_days": 0,
- "last_update": "2026-07-17 08:11:34",
- "entry_zone": "43~44",
- "current": "盈利持有 | 缩量 | 目标52.37 | 止损42.12 | 买入区42.69~44.43",
+ "last_update": "2026-07-20 08:16:14",
+ "entry_zone": "38~39",
+ "current": "盈利持有 | 正常 | 目标52.27 | 止损36.81 | 买入区37.84~39.38",
"updated_by": "auto",
"updated_reason": "自动生成",
"is_watchlist": true
@@ -263,14 +711,44 @@
{
"code": "688588",
"name": "凌志软件",
- "price": 9.02,
+ "price": 8.6,
"flags": [
- "现价9.02在买入区9~9（是否可买需结合timing_signal判断）"
+ "现价8.60在买入区8~9（是否可买需结合timing_signal判断）"
],
"age_days": 0,
- "last_update": "2026-07-17 08:11:34",
- "entry_zone": "9~9",
- "current": "盈利持有 | 量价齐升(建仓特征) | 近5日增量涨价=建仓型 | 目标9.63 | 止损8.75 | 买入区8.84~9.1",
+ "last_update": "2026-07-20 08:16:14",
+ "entry_zone": "8~9",
+ "current": "盈利持有 | 正常 | 目标9.47 | 止损8.34 | 买入区8.43~8.77",
+ "updated_by": null,
+ "updated_reason": "自动生成",
+ "is_watchlist": true
+ },
+ {
+ "code": "688616",
+ "name": "西力科技",
+ "price": 9.78,
+ "flags": [
+ "现价9.78在买入区9~10（是否可买需结合timing_signal判断）"
+ ],
+ "age_days": 0,
+ "last_update": "2026-07-20 01:27:13",
+ "entry_zone": "9~10",
+ "current": "买9.37~10.06 | 损9.07 | 盈11.34 | RR2.5 | 评分8.0",
+ "updated_by": null,
+ "updated_reason": "自动生成",
+ "is_watchlist": true
+ },
+ {
+ "code": "688617",
+ "name": "惠泰医疗",
+ "price": 204.18,
+ "flags": [
+ "现价204.18在买入区195~209（是否可买需结合timing_signal判断）"
+ ],
+ "age_days": 0,
+ "last_update": "2026-07-20 01:27:05",
+ "entry_zone": "195~209",
+ "current": "买194.99~209.35 | 损188.83 | 盈236.04 | RR2.5 | 评分9.0",
"updated_by": null,
"updated_reason": "自动生成",
"is_watchlist": true
@@ -278,14 +756,59 @@
{
"code": "688621",
"name": "阳光诺和",
- "price": 60.07,
+ "price": 57.58,
"flags": [
- "现价60.07在买入区59~61（是否可买需结合timing_signal判断）"
+ "现价57.58在买入区56~59（是否可买需结合timing_signal判断）"
],
"age_days": 0,
- "last_update": "2026-07-17 08:11:34",
- "entry_zone": "59~61",
- "current": "盈利持有 | 量价齐升(建仓特征) | 近5日增量涨价=建仓型 | 目标69.6 | 止损56.75 | 买入区58.87~61.27",
+ "last_update": "2026-07-20 08:16:14",
+ "entry_zone": "56~59",
+ "current": "盈利持有 | 量价齐升(建仓特征) | 近5日增量涨价=建仓型 | 目标71.45 | 止损55.62 | 买入区56.43~58.73",
+ "updated_by": null,
+ "updated_reason": "自动生成",
+ "is_watchlist": true
+ },
+ {
+ "code": "688623",
+ "name": "双元科技",
+ "price": 60.98,
+ "flags": [
+ "现价60.98在买入区60~64（是否可买需结合timing_signal判断）"
+ ],
+ "age_days": 0,
+ "last_update": "2026-07-20 01:27:13",
+ "entry_zone": "60~64",
+ "current": "买59.8~64.21 | 损57.91 | 盈72.39 | RR2.5 | 评分8.0",
+ "updated_by": null,
+ "updated_reason": "自动生成",
+ "is_watchlist": true
+ },
+ {
+ "code": "688626",
+ "name": "翔宇医疗",
+ "price": 43.7,
+ "flags": [
+ "现价43.70在买入区43~47（是否可买需结合timing_signal判断）"
+ ],
+ "age_days": 0,
+ "last_update": "2026-07-20 01:27:09",
+ "entry_zone": "43~47",
+ "current": "买43.42~46.62 | 损42.05 | 盈52.57 | RR2.5 | 评分9.0",
+ "updated_by": null,
+ "updated_reason": "自动生成",
+ "is_watchlist": true
+ },
+ {
+ "code": "688689",
+ "name": "银河微电",
+ "price": 39.94,
+ "flags": [
+ "现价39.94远低于买入区55~59，买入区需下移"
+ ],
+ "age_days": 0,
+ "last_update": "2026-07-20 01:27:11",
+ "entry_zone": "55~59",
+ "current": "买55.36~59.44 | 损53.61 | 盈67.01 | RR2.5 | 评分8.0",
"updated_by": null,
"updated_reason": "自动生成",
"is_watchlist": true
@@ -293,14 +816,14 @@
{
"code": "688692",
"name": "达梦数据",
- "price": 229.43,
+ "price": 215.4,
"flags": [
- "现价229.43在买入区225~234（是否可买需结合timing_signal判断）"
+ "现价215.40在买入区211~220（是否可买需结合timing_signal判断）"
],
"age_days": 0,
- "last_update": "2026-07-17 08:11:34",
- "entry_zone": "225~234",
- "current": "盈利持有 | 缩量 | 目标250.08 | 止损222.55 | 买入区224.84~233.56 | 信号:关注",
+ "last_update": "2026-07-20 08:16:14",
+ "entry_zone": "211~220",
+ "current": "盈利持有 | 正常 | 目标246.64 | 止损208.94 | 买入区211.09~219.71",
"updated_by": "auto",
"updated_reason": "自动生成",
"is_watchlist": true
@@ -308,14 +831,14 @@
{
"code": "688696",
"name": "极米科技",
- "price": 66.98,
+ "price": 62.9,
"flags": [
- "现价66.98在买入区66~68（是否可买需结合timing_signal判断）"
+ "现价62.90在买入区62~64（是否可买需结合timing_signal判断）"
],
"age_days": 0,
- "last_update": "2026-07-17 08:11:34",
- "entry_zone": "66~68",
- "current": "盈利持有 | 量价齐升(建仓特征) | 近5日增量涨价=建仓型 | 目标71.83 | 止损64.97 | 买入区65.64~67.71 | 信号:买入",
+ "last_update": "2026-07-20 08:16:14",
+ "entry_zone": "62~64",
+ "current": "盈利持有 | 正常 | 目标69.75 | 止损61.01 | 买入区61.64~64.16",
"updated_by": null,
"updated_reason": "自动生成",
"is_watchlist": true
@@ -323,29 +846,59 @@
{
"code": "688708",
"name": "佳驰科技",
- "price": 46.1,
+ "price": 44.09,
"flags": [
- "现价46.10在买入区45~46（是否可买需结合timing_signal判断）"
+ "现价44.09在买入区43~45（是否可买需结合timing_signal判断）"
],
"age_days": 0,
- "last_update": "2026-07-17 08:11:34",
- "entry_zone": "45~46",
- "current": "盈利持有 | ⚠️盈亏比偏低(1:1.8)，谨慎买入 | 缩量回踩(洗盘末端) | 近5日减量跌价=洗盘特征 | 目标48.57 | 止损44.72 | 买入区45.18~46.26 | 信号:关注",
+ "last_update": "2026-07-20 08:16:14",
+ "entry_zone": "43~45",
+ "current": "盈利持有 | 缩量回踩(洗盘末端) | 近5日减量跌价=洗盘特征 | 目标48.3 | 止损42.77 | 买入区43.21~44.97",
"updated_by": "auto",
"updated_reason": "自动生成",
"is_watchlist": true
},
+ {
+ "code": "688755",
+ "name": "汉邦科技",
+ "price": 24.01,
+ "flags": [
+ "现价24.01在买入区24~24（是否可买需结合timing_signal判断）"
+ ],
+ "age_days": 0,
+ "last_update": "2026-07-20 08:16:14",
+ "entry_zone": "24~24",
+ "current": "盈利持有 | 正常 | 目标26.71 | 止损23.24 | 买入区23.53~24.49",
+ "updated_by": null,
+ "updated_reason": "自动生成",
+ "is_watchlist": true
+ },
{
"code": "688772",
"name": "珠海冠宇",
- "price": 15.59,
+ "price": 14.21,
"flags": [
- "现价15.59在买入区15~16（是否可买需结合timing_signal判断）"
+ "现价14.21在买入区14~14（是否可买需结合timing_signal判断）"
],
"age_days": 0,
- "last_update": "2026-07-17 08:11:34",
- "entry_zone": "15~16",
- "current": "盈利持有 | 缩量 | 目标16.81 | 止损15.11 | 买入区15.28~15.79",
+ "last_update": "2026-07-20 08:16:14",
+ "entry_zone": "14~14",
+ "current": "盈利持有 | 正常 | 目标16.83 | 止损13.62 | 买入区13.93~14.49",
+ "updated_by": "auto",
+ "updated_reason": "自动生成",
+ "is_watchlist": true
+ },
+ {
+ "code": "688775",
+ "name": "影石创新",
+ "price": 138.34,
+ "flags": [
+ "现价138.34在买入区136~141（是否可买需结合timing_signal判断）"
+ ],
+ "age_days": 0,
+ "last_update": "2026-07-20 08:16:14",
+ "entry_zone": "136~141",
+ "current": "盈利持有 | 量价齐升(建仓特征) | 近5日增量涨价=建仓型 | 目标163.77 | 止损133.07 | 买入区135.57~141.11",
"updated_by": "auto",
"updated_reason": "自动生成",
"is_watchlist": true
@@ -353,14 +906,14 @@
{
"code": "688778",
"name": "厦钨新能",
- "price": 46.28,
+ "price": 44.14,
"flags": [
- "现价46.28在买入区45~47（是否可买需结合timing_signal判断）"
+ "现价44.14在买入区43~45（是否可买需结合timing_signal判断）"
],
"age_days": 0,
- "last_update": "2026-07-17 08:11:34",
- "entry_zone": "45~47",
- "current": "盈利持有 | 正常 | 目标50.27 | 止损44.89 | 买入区45.35~47.04 | 信号:关注",
+ "last_update": "2026-07-20 08:16:14",
+ "entry_zone": "43~45",
+ "current": "盈利持有 | 正常 | 目标49.16 | 止损42.82 | 买入区43.26~45.02 | 信号:关注",
"updated_by": "auto",
"updated_reason": "自动生成",
"is_watchlist": true
@@ -368,18 +921,33 @@
{
"code": "688779",
"name": "五矿新能",
- "price": 7.01,
+ "price": 6.69,
"flags": [
- "现价7.01在买入区7~7（是否可买需结合timing_signal判断）"
+ "现价6.69在买入区7~7（是否可买需结合timing_signal判断）"
],
"age_days": 0,
- "last_update": "2026-07-17 08:11:34",
+ "last_update": "2026-07-20 08:16:14",
"entry_zone": "7~7",
- "current": "盈利持有 | 缩量 | 目标7.6 | 止损6.8 | 买入区6.87~7.12 | 信号:关注",
+ "current": "盈利持有 | 缩量回踩(洗盘末端) | 近5日减量跌价=洗盘特征 | 目标7.48 | 止损6.49 | 买入区6.56~6.82 | 信号:关注",
"updated_by": "auto",
"updated_reason": "自动生成",
"is_watchlist": true
},
+ {
+ "code": "688789",
+ "name": "宏华数科",
+ "price": 46.1,
+ "flags": [
+ "现价46.10在买入区45~46（是否可买需结合timing_signal判断）"
+ ],
+ "age_days": 0,
+ "last_update": "2026-07-20 08:16:14",
+ "entry_zone": "45~46",
+ "current": "盈利持有 | 正常 | 目标48.88 | 止损44.72 | 买入区45.18~46.38",
+ "updated_by": null,
+ "updated_reason": "自动生成",
+ "is_watchlist": true
+ },
{
"code": "688795",
"name": "摩尔线程-U",
@@ -387,7 +955,7 @@
"flags": [
"现价666.00在买入区653~679（是否可买需结合timing_signal判断）"
],
- "age_days": 6,
+ "age_days": 9,
"last_update": "2026-07-10 21:09:43",
"entry_zone": "653~679",
"current": "盈利持有 | 正常 | 目标788.13 | 止损646.02 | 买入区652.68~679.32 | 信号:关注",
@@ -402,23 +970,38 @@
"flags": [
"现价840.08在买入区823~848（是否可买需结合timing_signal判断）"
],
- "age_days": 0,
+ "age_days": 3,
"last_update": "2026-07-16 09:32:17",
"entry_zone": "823~848",
"current": "盈利持有 | 正常 | 目标898.74 | 止损814.88 | 买入区823.28~848.42 | 信号:关注",
"updated_by": "auto",
"updated_reason": "自动生成",
"is_watchlist": true
+ },
+ {
+ "code": "688819",
+ "name": "天能股份",
+ "price": 20.81,
+ "flags": [
+ "现价20.81在买入区21~22（是否可买需结合timing_signal判断）"
+ ],
+ "age_days": 0,
+ "last_update": "2026-07-20 01:27:11",
+ "entry_zone": "21~22",
+ "current": "买20.59~22.1 | 损19.94 | 盈24.92 | RR2.5 | 评分8.0",
+ "updated_by": null,
+ "updated_reason": "自动生成",
+ "is_watchlist": true
}
],
"portfolio": {
- "position_pct": 66.53,
- "cash": 321271.0,
- "weak_position_pct": 63.2,
- "all_weak_pct": 56.9,
+ "position_pct": 74.04,
+ "cash": 241330.8,
+ "weak_position_pct": 64.3,
+ "all_weak_pct": 27.3,
"signals": [
- "[PORTFOLIO_WEAK] 组合中弱势+深套分类持仓占比63.2%>40%，建议系统性减仓"
+ "[PORTFOLIO_WEAK] 组合中弱势+深套分类持仓占比64.3%>40%，建议系统性减仓"
]
},
- "summary": "扫描58个策略，27个需关注"
+ "summary": "扫描128个策略，66个需关注"
}
\ No newline at end of file
diff --git a/deploy/profile-scripts/market_insight.py b/deploy/profile-scripts/market_insight.py
index 2bb438c3..1b65513b 100644
--- a/deploy/profile-scripts/market_insight.py
+++ b/deploy/profile-scripts/market_insight.py
@@ -1,203 +1,203 @@
-#!/usr/bin/env python3
-"""market_insight.py — 基于 market.json 数据生成基础洞察 + 潜力挖掘
-
-输出：更新 data/market.json 中的 insights / potential_stocks 字段
-
-策略：
- 1. 行业热点 vs 持仓匹配 → 相关影响
- 2. 资金流向异常 → 关注信号
- 3. 市场情绪 → 每日研判
- 4. 潜力挖掘 → 强势行业中寻找持仓相关标的
-"""
-
-import json
-import sys
-from datetime import datetime
-from pathlib import Path
-
-DATA_DIR = Path(__file__).parent.parent / "data"
-
-# ── 持仓股 → 行业映射（从 stock_profiles 自动提取） ──
-
-def load_holding_industry_map():
- """从 stock_profiles 和 portfolio 提取持仓→行业映射"""
- try:
- with open(DATA_DIR / "stock_profiles.json", "r", encoding="utf-8") as f:
- profiles = json.load(f).get("profiles", [])
-
- # 优先从DB读取持仓（Dad铁律：禁用JSON直读）
- from mo_data import read_portfolio
- portfolio = read_portfolio()
- except FileNotFoundError:
- return {}
-
- # 构建 code→name 映射（从 portfolio）
- code_to_name = {}
- for item in portfolio.get("holdings", []):
- code_to_name[item.get("code", "")] = item.get("name", "")
-
- # 构建行业→持仓列表
- industry_holdings = {}
- for p in profiles:
- code = p.get("code", "")
- name = p.get("name", "")
- sector = p.get("sector", "")
- if not sector or sector == "待补全":
- continue
- # 提取一级行业（取斜杠前第一个）
- primary = sector.split("/")[0].split("（")[0].strip()
- if primary:
- industry_holdings.setdefault(primary, []).append({
- "code": code,
- "name": name,
- "sector": sector,
- })
- return industry_holdings
-
-
-def generate():
- # market_path 在DB和fallback两个分支后都会用到，所以提前定义
- market_path = DATA_DIR / "market.json"
- # 优先从 SQLite 读取市场数据
- try:
- from mofin_db import get_conn, query_latest_market
- conn = get_conn()
- market = query_latest_market(conn)
- conn.close()
- if market and market.get("sectors"):
- sectors = market["sectors"]
- top_gainers = market.get("top_gainers", [])
- top_losers = market.get("top_losers", [])
- mood = market.get("mood", "unknown")
- up_ratio = market.get("up_ratio", 0)
- timestamp = market.get("timestamp", "")
- # 字段名适配
- for s in sectors:
- s["change"] = s.get("change_pct", 0)
- for g in top_gainers:
- g["change"] = g.get("change_pct", 0)
- for l in top_losers:
- l["change"] = l.get("change_pct", 0)
- else:
- raise Exception("no data")
- except Exception:
- market_path = DATA_DIR / "market.json"
- with open(market_path, "r", encoding="utf-8") as f:
- market = json.load(f)
- sectors = market.get("sectors", [])
- top_gainers = market.get("top_gainers", [])
- top_losers = market.get("top_losers", [])
- mood = market.get("mood", "unknown")
- up_ratio = market.get("up_ratio", 0)
- timestamp = market.get("timestamp", "")
-
- industry_holdings = load_holding_industry_map()
- insights = []
- potentials = []
-
- # ── 洞察1：市场情绪总览 ──
- mood_cn = {"bullish": "偏强", "neutral": "中性", "bearish": "偏弱", "unknown": "未知"}
- insights.append(
- f"市场情绪{mood_cn.get(mood, '未知')}，上涨占比{up_ratio}%"
- )
-
- # ── 洞察2：领涨行业 vs 持仓影响 ──
- gainer_insights = []
- for g in top_gainers[:3]:
- name = g.get("name", "")
- change = g.get("change", 0)
- # 看持仓中是否有该行业
- matched = []
- for industry, holdings in industry_holdings.items():
- if industry in name or name in industry:
- matched.extend([h["name"] for h in holdings])
- if matched:
- gainer_insights.append(
- f"{name}+{change}%, 关联持仓{'/'.join(matched[:3])}受益"
- )
- else:
- gainer_insights.append(f"{name}+{change}%, 暂无持仓")
- if gainer_insights:
- insights.append("领涨板块: " + " | ".join(gainer_insights[:2]))
-
- # ── 洞察3：领跌行业 vs 持仓风险 ──
- loser_insights = []
- for g in top_losers[:3]:
- name = g.get("name", "")
- change = g.get("change", 0)
- matched = []
- for industry, holdings in industry_holdings.items():
- if industry in name or name in industry:
- matched.extend([h["name"] for h in holdings])
- if matched:
- loser_insights.append(
- f"{name}{change}%, {'/'.join(matched[:2])}需关注"
- )
- else:
- loser_insights.append(f"{name}{change}%")
- if loser_insights:
- insights.append("风险板块: " + " | ".join(loser_insights[:3]))
-
- # ── 洞察4：资金流向异动 ──
- big_inflow = [s for s in sectors if s.get("net_inflow", 0) > 50]
- big_outflow = [s for s in sectors if s.get("net_inflow", 0) < -50]
- if big_inflow:
- top = max(big_inflow, key=lambda s: s["net_inflow"])
- insights.append(
- f"资金流入最大: {top['name']} {top['net_inflow']}亿"
- )
- if big_outflow:
- top = min(big_outflow, key=lambda s: s["net_inflow"])
- insights.append(
- f"资金流出最大: {top['name']} {top['net_inflow']}亿"
- )
-
- # ── 潜力股挖掘：从强势行业中找持仓或自选相关 ──
- for g in top_gainers[:5]:
- name = g.get("name", "")
- change = g.get("change", 0)
- if change < 2:
- continue # 只关注涨>2%的
-
- # 找该行业指数有没有关联持仓
- lead_stock = g.get("lead_stock", "")
- if lead_stock:
- potentials.append({
- "name": lead_stock,
- "reason": f"{name}领涨股, 板块+{change}%",
- })
-
- # 看持仓中是否有该行业
- for industry, holdings in industry_holdings.items():
- if industry in name or name in industry:
- for h in holdings:
- potentials.append({
- "name": h["name"],
- "reason": f"所在行业{name}涨{change}%",
- })
-
- # 去重（最多5条）
- seen = set()
- unique_potentials = []
- for p in potentials:
- key = p["name"]
- if key not in seen:
- seen.add(key)
- unique_potentials.append(p)
- if len(unique_potentials) >= 5:
- break
- potentials = unique_potentials
-
- # ── 写入 market.json ──
- market["insights"] = insights
- market["potential_stocks"] = potentials
- market["insight_timestamp"] = datetime.now().strftime("%Y-%m-%d %H:%M")
-
- with open(market_path, "w", encoding="utf-8") as f:
- json.dump(market, f, ensure_ascii=False, indent=2)
-
- print(f"生成{len(insights)}条洞察 + {len(potentials)}条潜力挖掘")
-
-
-if __name__ == "__main__":
- generate()
+#!/usr/bin/env python3
+"""market_insight.py — 基于 market.json 数据生成基础洞察 + 潜力挖掘
+
+输出：更新 data/market.json 中的 insights / potential_stocks 字段
+
+策略：
+ 1. 行业热点 vs 持仓匹配 → 相关影响
+ 2. 资金流向异常 → 关注信号
+ 3. 市场情绪 → 每日研判
+ 4. 潜力挖掘 → 强势行业中寻找持仓相关标的
+"""
+
+import json
+import sys
+from datetime import datetime
+from pathlib import Path
+
+DATA_DIR = Path(__file__).parent.parent / "data"
+
+# ── 持仓股 → 行业映射（从 stock_profiles 自动提取） ──
+
+def load_holding_industry_map():
+ """从 stock_profiles 和 portfolio 提取持仓→行业映射"""
+ try:
+ with open(DATA_DIR / "stock_profiles.json", "r", encoding="utf-8") as f:
+ profiles = json.load(f).get("profiles", [])
+
+ # 优先从DB读取持仓（Dad铁律：禁用JSON直读）
+ from mo_data import read_portfolio
+ portfolio = read_portfolio()
+ except FileNotFoundError:
+ return {}
+
+ # 构建 code→name 映射（从 portfolio）
+ code_to_name = {}
+ for item in portfolio.get("holdings", []):
+ code_to_name[item.get("code", "")] = item.get("name", "")
+
+ # 构建行业→持仓列表
+ industry_holdings = {}
+ for p in profiles:
+ code = p.get("code", "")
+ name = p.get("name", "")
+ sector = p.get("sector", "")
+ if not sector or sector == "待补全":
+ continue
+ # 提取一级行业（取斜杠前第一个）
+ primary = sector.split("/")[0].split("（")[0].strip()
+ if primary:
+ industry_holdings.setdefault(primary, []).append({
+ "code": code,
+ "name": name,
+ "sector": sector,
+ })
+ return industry_holdings
+
+
+def generate():
+ # market_path 在DB和fallback两个分支后都会用到，所以提前定义
+ market_path = DATA_DIR / "market.json"
+ # 优先从 SQLite 读取市场数据
+ try:
+ from mofin_db import get_conn, query_latest_market
+ conn = get_conn()
+ market = query_latest_market(conn)
+ conn.close()
+ if market and market.get("sectors"):
+ sectors = market["sectors"]
+ top_gainers = market.get("top_gainers", [])
+ top_losers = market.get("top_losers", [])
+ mood = market.get("mood", "unknown")
+ up_ratio = market.get("up_ratio", 0)
+ timestamp = market.get("timestamp", "")
+ # 字段名适配
+ for s in sectors:
+ s["change"] = s.get("change_pct", 0)
+ for g in top_gainers:
+ g["change"] = g.get("change_pct", 0)
+ for l in top_losers:
+ l["change"] = l.get("change_pct", 0)
+ else:
+ raise Exception("no data")
+ except Exception:
+ market_path = DATA_DIR / "market.json"
+ with open(market_path, "r", encoding="utf-8") as f:
+ market = json.load(f)
+ sectors = market.get("sectors", [])
+ top_gainers = market.get("top_gainers", [])
+ top_losers = market.get("top_losers", [])
+ mood = market.get("mood", "unknown")
+ up_ratio = market.get("up_ratio", 0)
+ timestamp = market.get("timestamp", "")
+
+ industry_holdings = load_holding_industry_map()
+ insights = []
+ potentials = []
+
+ # ── 洞察1：市场情绪总览 ──
+ mood_cn = {"bullish": "偏强", "neutral": "中性", "bearish": "偏弱", "unknown": "未知"}
+ insights.append(
+ f"市场情绪{mood_cn.get(mood, '未知')}，上涨占比{up_ratio}%"
+ )
+
+ # ── 洞察2：领涨行业 vs 持仓影响 ──
+ gainer_insights = []
+ for g in top_gainers[:3]:
+ name = g.get("name", "")
+ change = g.get("change", 0)
+ # 看持仓中是否有该行业
+ matched = []
+ for industry, holdings in industry_holdings.items():
+ if industry in name or name in industry:
+ matched.extend([h["name"] for h in holdings])
+ if matched:
+ gainer_insights.append(
+ f"{name}+{change}%, 关联持仓{'/'.join(matched[:3])}受益"
+ )
+ else:
+ gainer_insights.append(f"{name}+{change}%, 暂无持仓")
+ if gainer_insights:
+ insights.append("领涨板块: " + " | ".join(gainer_insights[:2]))
+
+ # ── 洞察3：领跌行业 vs 持仓风险 ──
+ loser_insights = []
+ for g in top_losers[:3]:
+ name = g.get("name", "")
+ change = g.get("change", 0)
+ matched = []
+ for industry, holdings in industry_holdings.items():
+ if industry in name or name in industry:
+ matched.extend([h["name"] for h in holdings])
+ if matched:
+ loser_insights.append(
+ f"{name}{change}%, {'/'.join(matched[:2])}需关注"
+ )
+ else:
+ loser_insights.append(f"{name}{change}%")
+ if loser_insights:
+ insights.append("风险板块: " + " | ".join(loser_insights[:3]))
+
+ # ── 洞察4：资金流向异动 ──
+ big_inflow = [s for s in sectors if (s.get("net_inflow") or 0) > 50]
+ big_outflow = [s for s in sectors if (s.get("net_inflow") or 0) < -50]
+ if big_inflow:
+ top = max(big_inflow, key=lambda s: s["net_inflow"])
+ insights.append(
+ f"资金流入最大: {top['name']} {top['net_inflow']}亿"
+ )
+ if big_outflow:
+ top = min(big_outflow, key=lambda s: s["net_inflow"])
+ insights.append(
+ f"资金流出最大: {top['name']} {top['net_inflow']}亿"
+ )
+
+ # ── 潜力股挖掘：从强势行业中找持仓或自选相关 ──
+ for g in top_gainers[:5]:
+ name = g.get("name", "")
+ change = g.get("change", 0)
+ if change < 2:
+ continue # 只关注涨>2%的
+
+ # 找该行业指数有没有关联持仓
+ lead_stock = g.get("lead_stock", "")
+ if lead_stock:
+ potentials.append({
+ "name": lead_stock,
+ "reason": f"{name}领涨股, 板块+{change}%",
+ })
+
+ # 看持仓中是否有该行业
+ for industry, holdings in industry_holdings.items():
+ if industry in name or name in industry:
+ for h in holdings:
+ potentials.append({
+ "name": h["name"],
+ "reason": f"所在行业{name}涨{change}%",
+ })
+
+ # 去重（最多5条）
+ seen = set()
+ unique_potentials = []
+ for p in potentials:
+ key = p["name"]
+ if key not in seen:
+ seen.add(key)
+ unique_potentials.append(p)
+ if len(unique_potentials) >= 5:
+ break
+ potentials = unique_potentials
+
+ # ── 写入 market.json ──
+ market["insights"] = insights
+ market["potential_stocks"] = potentials
+ market["insight_timestamp"] = datetime.now().strftime("%Y-%m-%d %H:%M")
+
+ with open(market_path, "w", encoding="utf-8") as f:
+ json.dump(market, f, ensure_ascii=False, indent=2)
+
+ print(f"生成{len(insights)}条洞察 + {len(potentials)}条潜力挖掘")
+
+
+if __name__ == "__main__":
+ generate()
diff --git a/deploy/profile-scripts/market_scanner.py b/deploy/profile-scripts/market_scanner.py
index 4d06b7ee..2bdb6b9d 100644
--- a/deploy/profile-scripts/market_scanner.py
+++ b/deploy/profile-scripts/market_scanner.py
@@ -1,205 +1,205 @@
-#!/usr/bin/env python3
-"""market_scanner.py — 全市场异动扫描（替代小果扫描线）
-
-每15分钟扫描：
- 1. 板块轮动检测（从已采集的 sector_snapshots 读）
- 2. 热门板块领涨股扫描（从腾讯API批量拉）
- 3. 资金流向异常检测（从已有 capital_flow_cache 读）
- 4. 输出候选股到 candidates 表
-
-不依赖小果LLM，纯数据驱动。
-"""
-import sys, json, sqlite3, urllib.request, re, time
-from pathlib import Path
-from datetime import datetime
-
-# XMPP 日志 hook
-try:
- sys.path.insert(0, str(Path(__file__).resolve().parent.parent))
- from xmpp_logger import log_xmpp
-except ImportError:
- def log_xmpp(*a, **kw): pass
-
-DB_PATH = Path("/home/hmo/MoFin/data/mofin.db")
-CANDIDATES_FILE = Path("/home/hmo/web-dashboard/data/candidate_pool.json")
-
-UA = "Mozilla/5.0"
-
-def get_conn():
- return sqlite3.connect(str(DB_PATH))
-
-def fetch_qq_batch(symbols):
- """腾讯批量行情"""
- if not symbols:
- return {}
- url = f"http://qt.gtimg.cn/q={','.join(symbols)}"
- try:
- req = urllib.request.Request(url, headers={"User-Agent": UA})
- proxy = urllib.request.ProxyHandler({})
- opener = urllib.request.build_opener(proxy)
- with opener.open(req, timeout=15) as r:
- text = r.read().decode("gbk")
- results = {}
- for line in text.strip().split("\n"):
- if "~" not in line:
- continue
- parts = line.split("~")
- if len(parts) < 40:
- continue
- m = re.search(r'_(\w+)=', parts[0])
- market = m.group(1) if m else ""
- code = parts[2]
- name = parts[1]
- price = float(parts[3]) if parts[3] else 0
- chg_pct = float(parts[32]) if parts[32] else 0
- high = float(parts[33]) if parts[33] else 0
- low = float(parts[34]) if parts[34] else 0
- volume = int(parts[6]) if parts[6] else 0
- amount = float(parts[37]) if len(parts) > 37 and parts[37] else 0
- if price > 0:
- results[code] = {"code": code, "name": name, "price": price,
- "change_pct": chg_pct, "high": high, "low": low,
- "volume": volume, "amount": amount,
- "market": "SH" if market == "sh" else "SZ" if market == "sz" else "HK"}
- return results
- except Exception as e:
- print(f"[SCANNER] 腾讯API错误: {e}", file=sys.stderr)
- return {}
-
-def scan_hot_sectors():
- """从DB读热门板块，返回板块名+领涨股"""
- conn = get_conn()
- latest = conn.execute("SELECT MAX(id) FROM market_snapshots").fetchone()[0]
- if not latest:
- conn.close()
- return []
- sectors = conn.execute("""
- SELECT name, change_pct, lead_stock, lead_stock_code, up_count, down_count
- FROM sector_snapshots WHERE snapshot_id=?
- ORDER BY change_pct DESC LIMIT 15
- """, (latest,)).fetchall()
- conn.close()
- return [{"name": s[0], "change": s[1], "lead_stock": s[2],
- "lead_code": s[3], "up": s[4], "down": s[5]} for s in sectors if s[1] > 2.0]
-
-def scan_candidates():
- """主扫描流程"""
- print(f"[SCANNER] {datetime.now().strftime('%H:%M')} 开始扫描", flush=True)
-
- # 1. 热门板块领涨股
- hot = scan_hot_sectors()
- print(f" 热门板块(涨幅>2%): {len(hot)}个", flush=True)
-
- candidates = {}
-
- # 从热门板块拉领涨股
- lead_codes = []
- for s in hot:
- if s.get("lead_code"):
- lc = str(s["lead_code"]).strip()
- if lc and lc not in candidates:
- lead_codes.append(lc)
- candidates[lc] = {"source": f"板块:{s['name']}(+{s['change']:.1f}%)", "sector": s["name"]}
-
- print(f" 领涨股待查: {len(lead_codes)}只", flush=True)
-
- # 2. 腾讯API批量查行情
- symbols = []
- for c in lead_codes:
- if len(c) == 6:
- if c.startswith(("5", "6", "9")):
- symbols.append(f"sh{c}")
- else:
- symbols.append(f"sz{c}")
- else:
- symbols.append(f"hk{c}")
-
- prices = fetch_qq_batch(symbols)
- print(f" 行情返回: {len(prices)}只", flush=True)
-
- # 3. 评估候选
- new_candidates = []
- for code, info in prices.items():
- if code not in candidates:
- continue
- src = candidates[code]
- price = info["price"]
- chg = info["change_pct"]
- name = info["name"]
- vol = info["volume"]
- amt = info["amount"]
-
- # 条件：涨幅>3%，有量
- if chg < 3.0:
- continue
- if vol <= 0:
- continue
-
- score = min(10, round(3 + chg * 0.5 + (amt / 1e8 if amt > 0 else 0) * 0.1, 1))
-
- entry_low = round(price * 0.95, 2)
- entry_high = round(price, 2)
- stop_loss = round(price * 0.92, 2)
- take_profit = round(price * 1.15, 2)
-
- candidate = {
- "code": code,
- "name": name,
- "price": price,
- "change_pct": chg,
- "score": score,
- "entry_low": entry_low,
- "entry_high": entry_high,
- "stop_loss": stop_loss,
- "take_profit": take_profit,
- "source": src["source"],
- "sector": src.get("sector", ""),
- "reason": f"热门板块{src['sector']}领涨+{chg:.1f}%"
- }
- new_candidates.append(candidate)
- print(f" ✅ {code} {name} 价{price} (+{chg:.1f}%) 评分{score}", flush=True)
-
- # 4. 写入candidates表
- if new_candidates:
- conn = get_conn()
- for c in new_candidates:
- conn.execute(
- "INSERT OR REPLACE INTO candidates (code, name, price, change_pct, score, "
- "entry_low, entry_high, stop_loss, take_profit, source, sector, reason, created_at) "
- "VALUES (?,?,?,?,?,?,?,?,?,?,?,?,datetime('now','localtime'))",
- (c["code"], c["name"], c["price"], c["change_pct"], c["score"],
- c["entry_low"], c["entry_high"], c["stop_loss"], c["take_profit"],
- c["source"], c["sector"], c["reason"])
- )
- conn.commit()
- conn.close()
- print(f" ✅ 写入{len(new_candidates)}只候选", flush=True)
- else:
- print(f" ⚪ 无新候选", flush=True)
-
- # 5. 推送到Dad（只推高分）
- high_score = [c for c in new_candidates if c["score"] >= 6]
- if high_score:
- lines = ["🔍 市场扫描发现潜在机会："]
- for c in high_score[:3]:
- lines.append(
- f" {c['name']}({c['code']}) 价{c['price']:.2f}(+{c['change_pct']:.1f}%) "
- f"评分{c['score']}/10 | {c['reason']}"
- )
- msg = "\n".join(lines)
- # 推XMPP（通过知微 Bot HTTP 桥 :5805）
- import time as _time
- t0 = _time.time()
- try:
- payload = json.dumps({"to": "hmo@yoin.fun", "body": msg, "type": "chat"}).encode()
- req = urllib.request.Request("http://127.0.0.1:5805/", data=payload,
- headers={"Content-Type": "application/json"})
- urllib.request.urlopen(req, timeout=5)
- print(f" 📨 已推送{len(high_score)}只高评分候选", flush=True)
- log_xmpp("out", "zhiwei@yoin.fun", "hmo@yoin.fun", msg, "ok", None, int((_time.time()-t0)*1000))
- except Exception as e:
- print(f" ⚠️ 推送失败: {e}", file=sys.stderr)
- log_xmpp("out", "zhiwei@yoin.fun", "hmo@yoin.fun", msg, "error", str(e)[:200], int((_time.time()-t0)*1000))
-
-if __name__ == "__main__":
- scan_candidates()
+#!/usr/bin/env python3
+"""market_scanner.py — 全市场异动扫描（替代小果扫描线）
+
+每15分钟扫描：
+ 1. 板块轮动检测（从已采集的 sector_snapshots 读）
+ 2. 热门板块领涨股扫描（从腾讯API批量拉）
+ 3. 资金流向异常检测（从已有 capital_flow_cache 读）
+ 4. 输出候选股到 candidates 表
+
+不依赖小果LLM，纯数据驱动。
+"""
+import sys, json, sqlite3, urllib.request, re, time
+from pathlib import Path
+from datetime import datetime
+
+# XMPP 日志 hook
+try:
+ sys.path.insert(0, str(Path(__file__).resolve().parent.parent))
+ from xmpp_logger import log_xmpp
+except ImportError:
+ def log_xmpp(*a, **kw): pass
+
+DB_PATH = Path("/home/hmo/MoFin/data/mofin.db")
+CANDIDATES_FILE = Path("/home/hmo/web-dashboard/data/candidate_pool.json")
+
+UA = "Mozilla/5.0"
+
+def get_conn():
+ return sqlite3.connect(str(DB_PATH))
+
+def fetch_qq_batch(symbols):
+ """腾讯批量行情"""
+ if not symbols:
+ return {}
+ url = f"http://qt.gtimg.cn/q={','.join(symbols)}"
+ try:
+ req = urllib.request.Request(url, headers={"User-Agent": UA})
+ proxy = urllib.request.ProxyHandler({})
+ opener = urllib.request.build_opener(proxy)
+ with opener.open(req, timeout=15) as r:
+ text = r.read().decode("gbk")
+ results = {}
+ for line in text.strip().split("\n"):
+ if "~" not in line:
+ continue
+ parts = line.split("~")
+ if len(parts) < 40:
+ continue
+ m = re.search(r'_(\w+)=', parts[0])
+ market = m.group(1) if m else ""
+ code = parts[2]
+ name = parts[1]
+ price = float(parts[3]) if parts[3] else 0
+ chg_pct = float(parts[32]) if parts[32] else 0
+ high = float(parts[33]) if parts[33] else 0
+ low = float(parts[34]) if parts[34] else 0
+ volume = int(parts[6]) if parts[6] else 0
+ amount = float(parts[37]) if len(parts) > 37 and parts[37] else 0
+ if price > 0:
+ results[code] = {"code": code, "name": name, "price": price,
+ "change_pct": chg_pct, "high": high, "low": low,
+ "volume": volume, "amount": amount,
+ "market": "SH" if market == "sh" else "SZ" if market == "sz" else "HK"}
+ return results
+ except Exception as e:
+ print(f"[SCANNER] 腾讯API错误: {e}", file=sys.stderr)
+ return {}
+
+def scan_hot_sectors():
+ """从DB读热门板块，返回板块名+领涨股"""
+ conn = get_conn()
+ latest = conn.execute("SELECT MAX(id) FROM market_snapshots").fetchone()[0]
+ if not latest:
+ conn.close()
+ return []
+ sectors = conn.execute("""
+ SELECT name, change_pct, lead_stock, lead_stock_code, up_count, down_count
+ FROM sector_snapshots WHERE snapshot_id=?
+ ORDER BY change_pct DESC LIMIT 15
+ """, (latest,)).fetchall()
+ conn.close()
+ return [{"name": s[0], "change": s[1], "lead_stock": s[2],
+ "lead_code": s[3], "up": s[4], "down": s[5]} for s in sectors if s[1] > 2.0]
+
+def scan_candidates():
+ """主扫描流程"""
+ print(f"[SCANNER] {datetime.now().strftime('%H:%M')} 开始扫描", flush=True)
+
+ # 1. 热门板块领涨股
+ hot = scan_hot_sectors()
+ print(f" 热门板块(涨幅>2%): {len(hot)}个", flush=True)
+
+ candidates = {}
+
+ # 从热门板块拉领涨股
+ lead_codes = []
+ for s in hot:
+ if s.get("lead_code"):
+ lc = str(s["lead_code"]).strip()
+ if lc and lc not in candidates:
+ lead_codes.append(lc)
+ candidates[lc] = {"source": f"板块:{s['name']}(+{s['change']:.1f}%)", "sector": s["name"]}
+
+ print(f" 领涨股待查: {len(lead_codes)}只", flush=True)
+
+ # 2. 腾讯API批量查行情
+ symbols = []
+ for c in lead_codes:
+ if len(c) == 6:
+ if c.startswith(("5", "6", "9")):
+ symbols.append(f"sh{c}")
+ else:
+ symbols.append(f"sz{c}")
+ else:
+ symbols.append(f"hk{c}")
+
+ prices = fetch_qq_batch(symbols)
+ print(f" 行情返回: {len(prices)}只", flush=True)
+
+ # 3. 评估候选
+ new_candidates = []
+ for code, info in prices.items():
+ if code not in candidates:
+ continue
+ src = candidates[code]
+ price = info["price"]
+ chg = info["change_pct"]
+ name = info["name"]
+ vol = info["volume"]
+ amt = info["amount"]
+
+ # 条件：涨幅>3%，有量
+ if chg < 3.0:
+ continue
+ if vol <= 0:
+ continue
+
+ score = min(10, round(3 + chg * 0.5 + (amt / 1e8 if amt > 0 else 0) * 0.1, 1))
+
+ entry_low = round(price * 0.95, 2)
+ entry_high = round(price, 2)
+ stop_loss = round(price * 0.92, 2)
+ take_profit = round(price * 1.15, 2)
+
+ candidate = {
+ "code": code,
+ "name": name,
+ "price": price,
+ "change_pct": chg,
+ "score": score,
+ "entry_low": entry_low,
+ "entry_high": entry_high,
+ "stop_loss": stop_loss,
+ "take_profit": take_profit,
+ "source": src["source"],
+ "sector": src.get("sector", ""),
+ "reason": f"热门板块{src['sector']}领涨+{chg:.1f}%"
+ }
+ new_candidates.append(candidate)
+ print(f" ✅ {code} {name} 价{price} (+{chg:.1f}%) 评分{score}", flush=True)
+
+ # 4. 写入candidates表
+ if new_candidates:
+ conn = get_conn()
+ for c in new_candidates:
+ conn.execute(
+ "INSERT OR REPLACE INTO candidates (code, name, price, change_pct, score, "
+ "entry_low, entry_high, stop_loss, take_profit, source, sector, reason, created_at) "
+ "VALUES (?,?,?,?,?,?,?,?,?,?,?,?,datetime('now','localtime'))",
+ (c["code"], c["name"], c["price"], c["change_pct"], c["score"],
+ c["entry_low"], c["entry_high"], c["stop_loss"], c["take_profit"],
+ c["source"], c["sector"], c["reason"])
+ )
+ conn.commit()
+ conn.close()
+ print(f" ✅ 写入{len(new_candidates)}只候选", flush=True)
+ else:
+ print(f" ⚪ 无新候选", flush=True)
+
+ # 5. 推送到Dad（只推高分）
+ high_score = [c for c in new_candidates if c["score"] >= 6]
+ if high_score:
+ lines = ["🔍 市场扫描发现潜在机会："]
+ for c in high_score[:3]:
+ lines.append(
+ f" {c['name']}({c['code']}) 价{c['price']:.2f}(+{c['change_pct']:.1f}%) "
+ f"评分{c['score']}/10 | {c['reason']}"
+ )
+ msg = "\n".join(lines)
+ # 推XMPP（通过知微 Bot HTTP 桥 :5805）
+ import time as _time
+ t0 = _time.time()
+ try:
+ payload = json.dumps({"to": "hmo@yoin.fun", "body": msg, "type": "chat"}).encode()
+ req = urllib.request.Request("http://127.0.0.1:5805/", data=payload,
+ headers={"Content-Type": "application/json"})
+ urllib.request.urlopen(req, timeout=5)
+ print(f" 📨 已推送{len(high_score)}只高评分候选", flush=True)
+ log_xmpp("out", "zhiwei@yoin.fun", "hmo@yoin.fun", msg, "ok", None, int((_time.time()-t0)*1000))
+ except Exception as e:
+ print(f" ⚠️ 推送失败: {e}", file=sys.stderr)
+ log_xmpp("out", "zhiwei@yoin.fun", "hmo@yoin.fun", msg, "error", str(e)[:200], int((_time.time()-t0)*1000))
+
+if __name__ == "__main__":
+ scan_candidates()
diff --git a/deploy/profile-scripts/mofin_health.py b/deploy/profile-scripts/mofin_health.py
index bc9198f8..d4ba0a8b 100644
--- a/deploy/profile-scripts/mofin_health.py
+++ b/deploy/profile-scripts/mofin_health.py
@@ -1,925 +1,999 @@
-#!/usr/bin/env python3
-"""mofin_health.py — MoFin 健康监控数据采集
-
-输出JSON供dashboard展示，三个view：
- tab1: 功能树（逐级展开，每节点绿/黄/红）
- tab2: 数据实体表（输入/输出流分析，孤立表报警）
- tab3: 流程/cron映射（状态正常/异常）
-"""
-import json, os, sys, re
-import sqlite3
-from pathlib import Path
-from datetime import datetime, timezone
-from mofin_db import get_conn
-
-DATA_DIR = Path("/home/hmo/MoFin/data")
-WEB_DATA = Path("/home/hmo/web-dashboard/data")
-STATIC_DIR = Path("/home/hmo/web-dashboard/static")
-PROFILE_SCRIPTS = Path("/home/hmo/.hermes/profiles/position-analyst/scripts")
-CRON_FILES = [
- "/home/hmo/.hermes/profiles/position-analyst/cron/jobs.json",
- "/home/hmo/.hermes/cron/jobs.json",
-]
-
-# 数据实体作用说明
-TABLES_DESC = {
- "holdings": "当前持仓（权威源）",
- "holding_strategies": "每只股票的完整策略参数",
- "portfolio_summary": "总资产/现金/仓位汇总",
- "portfolio_state": "组合状态快照（只读派生）",
- "strategy_evaluations": "策略重评历史记录",
- "strategy_feedback": "策略效果反馈",
- "watchlist_stocks": "自选股列表",
- "candidates": "潜力股候选池（小果扫描产出）",
- "live_prices": "所有持仓+自选最新实时价",
- "price_events": "价格区间突破事件日志",
- "market_snapshots": "大盘指数快照（每10分）",
- "sector_snapshots": "行业板块数据",
- "sector_signals": "行业信号（趋势检测产出）",
- "signal_news": "信号相关新闻",
- "macro_raw_news": "宏观新闻原始数据",
- "macro_context_log": "宏观上下文（大盘偏向/指数）",
- "stocks": "全量股票代码",
- "stock_daily": "日线行情",
- "stock_weekly": "周线行情",
- "stock_monthly": "月线行情",
- "stock_fundamentals": "基本面数据(PE/PB)",
- "stock_sectors": "股票行业映射",
- "capital_flow_cache": "资金流缓存",
- "xiaoguo_scan_tracker": "小果扫描跟踪",
- "advice_timeline": "建议执行时间线",
- "accuracy_stats": "建议准确率统计",
- "todos": "自愈任务队列",
- "health_check_log": "健康检查日志",
- "cash_log": "资金变动记录",
- "mtf_cache": "多周期均线缓存",
- "state_meta": "系统状态元数据",
-}
-
-JSON_DESC = {
- "decisions.json": "策略决策（DB→JSON同步，兼容层）",
- "portfolio.json": "持仓汇总（兼容层）",
- "market.json": "市场概况数据",
- "xiaoguo_insights.json": "小果分析洞察",
- "candidate_pool.json": "潜力股候选池完整数据",
- "zone_breach.json": "价格区间突破状态",
- "strategy_staleness_report.json": "策略过期报告",
- "alerts.json": "告警列表",
- "macro_risk_state.json": "宏观风险状态（采集器写入）",
- "capital_flow_cache.json": "资金流缓存",
- "multi_tf_cache.json": "多周期均线缓存",
- "macro_context.json": "宏观上下文JSON（旧兼容层）",
- "system_inventory.json": "全量系统清单",
- "mofin_health.json": "健康监控数据",
-}
-
-now = datetime.now()
-
-def load_cron_jobs():
- jobs = []
- seen = set()
- for jf in CRON_FILES:
- profile_tag = "position-analyst" if "position-analyst" in str(jf) else "default"
- try:
- for j in json.load(open(jf)).get("jobs", []):
- jid = j.get("id", "")
- if jid in seen: continue
- seen.add(jid)
- j["profile"] = profile_tag
- jobs.append(j)
- except: pass
- return jobs
-
-def get_db_stats():
- conn = get_conn()
- tables = conn.execute("SELECT name FROM sqlite_master WHERE type='table' ORDER BY name").fetchall()
- stats = {}
- for (tname,) in tables:
- cnt = conn.execute(f"SELECT COUNT(*) FROM \"{tname}\"").fetchone()[0]
- stats[tname] = cnt
- conn.close()
- return stats
-
-def scan_data_flows():
- """对每个脚本，扫描它读/写了哪些DB表和JSON文件"""
- flows = {"db_read": {}, "db_write": {}, "json_read": {}, "json_write": {}}
- for py in sorted(PROFILE_SCRIPTS.glob("*.py")):
- name = py.stem
- content = py.read_text(encoding="utf-8", errors="ignore")
- # DB reads: SELECT FROM
- reads = set(re.findall(r'FROM\s+(\w+)', content, re.I))
- reads |= set(re.findall(r'join\s+(\w+)', content, re.I))
- # DB writes: INSERT INTO / UPDATE / DELETE FROM
- writes = set(re.findall(r'INSERT\s+(?:OR\s+\w+\s+)?INTO\s+(\w+)', content, re.I))
- writes |= set(re.findall(r'UPDATE\s+(\w+)', content, re.I))
- writes |= set(re.findall(r'DELETE\s+FROM\s+(\w+)', content, re.I))
- # JSON reads: json.load/open
- json_r = set(re.findall(r'(?:json\.load|open)\s*\(\s*["\']([^"\']+\.json)', content))
- json_w = set(re.findall(r'(?:json\.dump|json\.dumps)\s*\(', content))
- for t in reads: flows["db_read"].setdefault(t, set()).add(name)
- for t in writes: flows["db_write"].setdefault(t, set()).add(name)
- for f in json_r:
- fname = os.path.basename(f)
- flows["json_read"].setdefault(fname, set()).add(name)
- if json_w:
- flows["json_write"].setdefault(name, set()).add(name)
- return {k: {kk: list(vv) for kk, vv in v.items()} for k, v in flows.items()}
-
-def check_scripts():
- """检查每个脚本是否有语法错误或明显问题"""
- issues = {}
- for py in sorted(PROFILE_SCRIPTS.glob("*.py")):
- r = os.system(f"python3 -m py_compile {py} 2>/dev/null")
- issues[py.stem] = "ok" if r == 0 else "syntax_error"
- return issues
-
-
-def match_cron(cron_jobs, name_keywords):
- """匹配cron任务列表，返回匹配的cron信息列表（空格归一化后匹配）"""
- matches = []
- for j in cron_jobs:
- jname = j.get("name", "").replace(" ", "").replace("\u00a0", "") # 去空格再比
- if isinstance(name_keywords, str):
- if name_keywords.replace(" ", "") in jname:
- matches.append(j)
- elif isinstance(name_keywords, (list, tuple)):
- clean_kws = [k.replace(" ", "").replace("\u00a0", "") for k in name_keywords]
- if any(kw in jname for kw in clean_kws):
- matches.append(j)
- elif callable(name_keywords):
- if name_keywords(j):
- matches.append(j)
- # 去重（相同name只保留一条）
- seen = set()
- deduped = []
- for j in matches:
- n = j.get("name", "")
- if n not in seen:
- seen.add(n)
- deduped.append(j)
- return deduped
-
-
-# ── 功能树描述 ──
-NODE_DESC = {
- "数据采集": "从腾讯/东财/小果采集原始行情、新闻、资金流数据",
- "策略分析": "策略评估、新鲜度检查、重评和成长分析",
- "推荐推送": "生成简报、推荐并推送到XMPP",
- "风险监控": "宏观风险信号、跨市场背离检测",
- "自检/审计": "系统健康检查、监控采集、审计",
- "执行/修复": "自愈系统、门禁跟进、清理修复",
- "持仓复查": "持仓基本面复查和策略复盘",
- "信号消费": "消费小果情感分析和宏观风险信号",
- "系统服务": "系统维护（如DB真空整理）",
- "持仓监控": "特定持仓（300308/芯碁微装）盘中监控",
- "市场快照": "每10分钟采集全市场板块和指数快照",
- "宏观新闻": "采集宏观新闻和财经资讯",
- "价格监控": "每2分钟刷新持仓/自选实时价格→写入live_prices",
- "小果扫描": "小果独立扫描潜在机会",
- "资金流采集": "盘中采集板块资金流向",
- "宏观上下文刷新": "刷新大盘指数/市场情绪",
- "策略重评": "价格偏离买入区或策略过期时自动重评",
- "持仓自选新鲜度检查": "检查策略是否过期或价格严重偏离",
- "自选买入区提醒": "自选进入买入区时推送提醒",
- "策略评估": "每日/每周策略效果评估",
- "分支自成长": "策略分支探索和剪枝",
- "元自成长": "系统元层级自我进化",
- "MoFin盘前中监控": "上午盘中实时监控+推送",
- "MoFin午后监控": "下午盘中实时监控+推送",
- "cron报告推XMPP": "cron报告通过XMPP推送到手机",
- "开盘简报": "每日开盘前市场简报",
- "收盘简报": "每日收盘后市场简报",
- "市场精选推荐": "每日全市场潜力股精推",
- "宏观风险扫描": "从新闻中检测系统性风险",
- "宏观风险信号消费": "消费宏观风险信号并生成建议",
- "跨市场背离检测": "检测A股/港股/美股指数背离",
- "系统全局审计": "7维度系统全面审计",
- "全局cron健康监控": "监控所有cron的运行状态",
- "重评管道审计": "审计策略重评管道完整性",
- "健康监控数据采集": "采集健康数据供Dashboard展示",
- "自愈执行器": "每10分钟自动处理TODO列表",
- "策略质量门禁": "新策略必须通过9维验证才能写入",
- "自选自动清理": "开盘前清理过期自选数据",
- "建议对账": "每周对账校验建议准确性",
- "持仓基本面复查": "每周持仓基本面深度复查",
- "策略复盘": "每日策略执行复盘",
- "小果情感分析": "收盘后对持仓/自选做新闻情感分析",
- "宏观风险信号消费-盘中": "盘中消费宏观风险信号",
- "小果市场筛选": "全市场扫描值得关注的板块和个股",
- "芯碁微装": "芯碁微装午后价格监控",
- "300308": "300308午后紧盯+入场信号监控",
- "硬编码扫描": "扫描脚本中的硬编码参数",
- "系统体检": "开盘前系统全面体检",
- "盘中自检": "盘中高频自检",
- "记忆守卫": "每日记忆清理和优化",
- "数据治理": "每周数据清理和归档",
- "自选股自动重评": "周末自动重评自选股策略",
- "多周期缓存": "刷新MA5/MA20/MA60等技术指标缓存",
- "数据同步": "同步数据到Dashboard",
- "盘前热点扫描": "盘前扫描市场热点",
- "宏观新闻采集": "采集宏观新闻",
- "宏观新闻采集-周末": "周末宏观新闻采集",
- "state.db真空整理": "DB真空整理维护",
- "分支剪枝-每日": "修剪已失效的策略分支",
- "自选股自动重评-周末": "周末批量重评自选股策略",
- "系统健康检查-开盘前": "开盘前检查所有核心组件是否正常",
- "多周期缓存刷新-开盘前": "开盘前刷新技术指标缓存",
- "MoFin 系统常规体检-开盘前": "开盘前8:00全面系统体检",
- "开盘前钉对钉验证": "开盘前15项验证(脚本同步/DB完整性/资产公式)",
- "cron-推XMPP中继": "将cron输出通过XMPP中继推送",
- "小果信号消费-盘中": "盘中消费小果扫描信号",
- "硬编码扫描-每日": "扫描脚本中的硬编码参数",
- "盘中自检-高频": "每15分钟盘中自检",
- "数据治理-每周": "每周数据治理",
- "记忆守卫-每日": "每日记忆优化",
- "300308入场信号紧盯": "300308入场信号(13:00-14:00)",
- "300308午后紧盯": "300308午后监控(13:00-15:00含止损)",
- "多周期缓存刷新-盘中": "盘中刷新技术指标缓存",
- "知识萃取-盘后": "盘后从分析报告中萃取可复用知识",
- "区间维护": "每30分钟维护买入区",
- "知微洞察生成": "生成每日市场洞察(15:35)",
- "小果市场筛选-全市场": "小果筛选全市场关注板块",
- "数据同步-dashboard": "同步数据到Dashboard",
- "state.db真空整理-每周": "每周DB真空整理",
- "未分类": "未被规则匹配的cron自动归入此",
-}
-
-# ── 数据流详细描述 ──
-# 每张表说明：存什么 + 谁写入(为什么+写什么) + 谁读取(为什么+读什么) + 综合总结
-FLOW_DETAIL = {
- "signal_news": {
- "summary": "全系统信号/新闻的统一存储表，所有宏观分析、风险扫描、小果分析的输出汇聚地，也是下游消费脚本的输入源。7个写入方汇聚不同来源信号，5个读取方按需消费。",
- "writers": {
- "macro_context_collector": "写入宏观新闻原始数据（标题+摘要+分类），供后续风险扫描消费",
- "xiaoguo_news_processor": "写入小果LLM处理后的新闻情感分析结果",
- "macro_signal_consumer": "写入宏观风险信号判定结果（等级+来源+建议）",
- "divergence_detector": "写入跨市场背离检测信号（A股/港股/美股指数对）",
- "xiaoguo_signal_consumer": "写入小果扫描发现的个股/板块信号",
- "mofin_news": "写入外部财经常规新闻采集结果",
- "xiaoguo_scanner": "写入小果独立扫描的市场机会信号",
- },
- "readers": {
- "macro_signal_consumer": "读取原始宏观新闻和信号，判定风险等级并生成建议",
- "system_audit": "读取信号表行数/更新时间，审计数据管道是否畅通",
- "intraday_health_check": "读取最新信号，检查盘中是否有新的风险信号到达",
- "xiaoguo_signal_consumer": "读取小果相关信号，生成买入/卖出建议",
- "server": "读取信号数据供Web Dashboard展示",
- },
- },
- "holdings": {
- "summary": "当前持仓表，是系统最核心的数据表之一。import_holding_xls从券商文件导入持仓，mofin_db在价格刷新时更新市值。下游脚本读取持仓做策略分析和推送。",
- "writers": {
- "mofin_db": "写入price_monitor刷新后的持仓最新市值（通过write_holdings_batch）",
- "import_holding_xls": "从券商holding.xls导入最新持仓数量/成本/市值",
- },
- "readers": {
- "stale_push_wlin": "读取持仓列表+最新价格，检查是否进入买入区/触发止损",
- "mofin_db": "内部读取（get_price_from_db等函数）",
- "system_audit": "读取持仓总数/品种分布，审计持仓完整性",
- "server": "读取持仓数据供Web Dashboard展示",
- "prepare_report_data": "读取持仓数据用于生成分析报告",
- "mo_data": "通过read_portfolio()读取持仓结构化数据",
- },
- },
- "portfolio_summary": {
- "summary": "组合汇总表（id=1单行），记录总资产=持股市值+可用资金+冻结资金。每笔导入或价格刷新后更新。",
- "writers": {
- "mofin_db": "价格监控刷新总市值后更新total_mv/total_assets",
- "import_holding_xls": "导入持仓后更新cash/frozen/total_assets",
- },
- "readers": {
- "import_holding_xls": "读取当前汇总信息，验证导入后是否正确",
- "mo_data": "通过read_portfolio()读取组合汇总",
- "price_monitor": "读取当前现金/市值，计算总资产变动",
- "prepare_report_data": "读取总资产/现金数据用于报告",
- "server": "读取汇总数据供Dashboard展示",
- },
- },
- "holding_strategies": {
- "summary": "策略数据表，记录每只持仓/自选股的策略配置（买入价/止损/止盈/目标价/分析维度等）。多写入方按各自职责更新不同字段。",
- "writers": {
- "data_governance": "归档过期策略、修复异常策略数据",
- "sync_decisions_to_db": "从JSON同步策略到DB",
- "mofin_db": "策略写入（内部函数）",
- "strategy_review": "策略复盘后更新执行结果和评级",
- },
- "readers": {
- "data_governance": "读取所有活跃策略，检查缺失和异常",
- "per_stock_reassess": "读取个股策略配置，判断是否需要重评",
- "mo_data": "通过read_decisions()读取策略数据",
- "stale_push_wlin": "读取买入区/止损/止盈配置，检查价格触发",
- },
- },
- "live_prices": {
- "summary": "实时价格缓存表，price_monitor每2分钟写入全量持仓/自选价格。所有脚本必须通过mo_data.get_price()读取——先读此表，无数据才调API。单一写入、多方读取。",
- "writers": {
- "mofin_db": "price_monitor调用write_live_prices写入最新价格",
- "mo_data": "get_price()兜底时从API拉取价格后写回此表",
- },
- "readers": {
- "mo_data": "get_price()/get_prices_batch()优先从此表读取价格",
- "mofin_db": "内部读取（get_price_from_db）",
- "system_audit": "读取价格更新时间和数据量",
- "verify_reassess_pipeline": "验证重评管道是否有最新价格",
- },
- },
- "price_events": {
- "summary": "价格触发事件表，价格进入/离开买入区或触发止损止盈时记录事件。用于审计和重评触发。",
- "writers": {
- "mofin_db": "price_monitor检测到价格区间变化时写入事件记录",
- },
- "readers": {
- "mofin_db": "查询历史事件判断是否触发重评",
- },
- },
- "cash_log": {
- "summary": "资金流水表，每次资金变动（入金/出金/冻结/解冻）记录一条日志。审计用。",
- "writers": {
- "mofin_db": "通过write_cash_log记录资金变动",
- "mo_data": "write_cash_log函数入口",
- },
- "readers": {
- "prepare_report_data": "读取现金变动历史用于报告",
- "mofin_db": "内部查询最近流水",
- },
- },
- "market_snapshots": {
- "summary": "市场快照表，market_watch每10分钟采集全市场大盘指数+板块涨跌+上涨下跌家数。下游用于判断市场情绪。",
- "writers": {
- "mofin_db": "market_watch采集后写入快照数据",
- },
- "readers": {
- "market_screener": "读取最新板块快照，判断热点板块",
- "prepare_report_data": "读取市场情绪数据用于报告",
- "mofin_db": "内部查询最新快照",
- "system_audit": "审计数据新鲜度",
- },
- },
- "sector_snapshots": {
- "summary": "板块快照表，market_watch按板块写入涨跌/领涨股/资金流向。market_screener据此判断行业热点。",
- "writers": {
- "mofin_db": "market_watch采集后写入各板块数据",
- },
- "readers": {
- "market_screener": "读取板块涨跌排名，筛选热点行业",
- "strategy_lifecycle": "读取板块数据用于策略生命周期管理",
- "mofin_db": "内部查询",
- "trend_detector": "读取板块趋势数据用于趋势检测",
- },
- },
- "sector_signals": {
- "summary": "板块信号表，多源汇聚的板块级别信号（新闻情感+趋势+资金流向）。用于判断行业轮动。",
- "writers": {
- "mofin_news": "写入新闻分析得出的板块信号",
- "xiaoguo_news_processor": "写入小果LLM分析的板块情感信号",
- "trend_detector": "写入技术面趋势检测到的板块信号",
- },
- "readers": {
- "server": "读取供Dashboard展示",
- "mofin_news": "读取已有信号做增量更新",
- "xiaoguo_news_processor": "读取已有信号避免重复写入",
- "trend_detector": "读取信号辅助趋势判定",
- },
- },
- "macro_context_log": {
- "summary": "宏观上下文日志，refresh_macro_context每30分钟采集大盘指数/市场情绪/资金面数据。下游多个脚本按需读取最新宏观状态。",
- "writers": {
- "refresh_macro_context": "每30分钟采集上证/深证/创业板/恒指等指数+情绪指标",
- },
- "readers": {
- "stale_push_wlin": "读取大盘情绪用于策略推送的宏观背景",
- "divergence_detector": "读取多市场指数数据做背离检测",
- "system_audit": "审计数据采集是否正常",
- "xiaoguo_signal_consumer": "读取宏观情绪辅助信号判定",
- },
- },
- "macro_raw_news": {
- "summary": "宏观新闻原始数据表，macro_context_collector采集的未经处理的财经新闻。供后续清洗和分析。",
- "writers": {
- "macro_context_collector": "从财经网站采集原始新闻标题+URL+摘要",
- },
- "readers": {
- "macro_context_collector": "读取最近新闻hash避免重复采集",
- "system_audit": "审计新闻采集量",
- },
- },
- "accuracy_stats": {
- "summary": "策略准确率统计表，strategy_review复盘后写入各策略的正确/错误/待定计数。",
- "writers": {
- "strategy_review": "策略复盘后更新准确率统计",
- },
- "readers": {
- "mofin_db": "读取统计结果用于报告",
- },
- },
- "advice_timeline": {
- "summary": "建议时间线表，记录每条推送建议的时间/内容/状态。用于审计和对账。",
- "writers": {
- "advice_reconciliation": "每周对账时写入对账结果",
- },
- "readers": {
- "advice_reconciliation": "读取历史建议做对账",
- "mofin_db": "内部查询",
- },
- },
- "candidate_score_history": {
- "summary": "候选股评分历史表，记录每次全市场筛选时对候选股的评分。用于评分变化追踪。",
- "writers": {
- "mofin_db": "market_screener筛选结果写入评分记录",
- },
- "readers": {
- "mofin_db": "查询评分历史供展示",
- },
- },
- "candidates": {
- "summary": "候选股池表，market_screener筛选出的值得关注的个股。包含评分/买入区/止损/目标价。",
- "writers": {
- "mofin_db": "market_screener写入候选股",
- "market_screener": "直接写入候选股列表",
- },
- "readers": {
- "mofin_db": "读取候选股数据供展示和后续处理",
- },
- },
- "capital_flow_cache": {
- "summary": "资金流向缓存表，capital_flow_collector采集的板块资金流入流出数据。",
- "writers": {
- "mofin_db": "写入板块资金流向数据",
- },
- "readers": {
- "mofin_db": "读取缓存数据",
- },
- },
- "health_check_log": {
- "summary": "健康检查日志表，morning_health_check每次运行记录检查结果。用于追踪系统健康历史。",
- "writers": {
- "morning_health_check": "每日开盘前体检后写入检查结果",
- },
- "readers": {
- "morning_health_check": "读取历史检查结果比较变化",
- },
- },
- "mtf_cache": {
- "summary": "多周期技术指标缓存，refresh_mtf_cache计算MA5/MA20/MA60/支撑阻力位等。下游技术分析脚本从缓存读取避免重复计算。",
- "writers": {
- "multi_timeframe": "计算并写入多周期MA/支撑阻力位",
- "mofin_db": "内部写入函数",
- },
- "readers": {
- "multi_timeframe": "读取已有缓存判断是否需要刷新",
- "technical_analysis": "读取MA/支撑阻力位用于技术分析",
- "mofin_db": "内部读取",
- },
- },
- "stock_fundamentals": {
- "summary": "基本面数据表，存储PE/PB/ROE/市值等财务指标。",
- "writers": {
- "mofin_db": "基本面数据采集后写入",
- },
- "readers": {
- "strategy_lifecycle": "读取基本面数据用于策略评估",
- },
- },
- "stock_sectors": {
- "summary": "股票-板块映射表，记录每只股票所属行业板块。多脚本用于行业分类和板块归因。",
- "writers": {
- "mofin_db": "股票行业分类数据写入",
- },
- "readers": {
- "xiaoguo_news_processor": "按行业分类新闻",
- "mofin_news": "按行业归类新闻",
- "mofin_db": "内部查询",
- "strategy_lifecycle": "读取行业信息用于策略决策",
- },
- },
- "stocks": {
- "summary": "全量股票代码表，所有A股/港股基础信息。供各脚本按code查询股票名称/市场。",
- "writers": {
- "mofin_db": "初始化时导入全量股票代码",
- },
- "readers": {
- "mofin_news": "按股票代码查找新闻",
- "xiaoguo_news_processor": "按股票代码过滤新闻",
- "mofin_db": "内部查询",
- "trend_detector": "按股票代码获取数据",
- },
- },
- "strategy_evaluations": {
- "summary": "策略评估结果表，策略评估脚本每次运行记录评估得分/等级/评语。",
- "writers": {
- "mofin_collect": "策略评估前采集数据并写入评估结果",
- },
- "readers": {
- "verify_reassess_pipeline": "读取评估结果验证管道完整性",
- "mofin_db": "内部查询",
- "system_audit": "审计评估是否按时执行",
- },
- },
- "strategy_feedback": {
- "summary": "策略反馈表，记录用户对建议的反馈（采纳/忽略/修改）。用于策略自学习。",
- "writers": {
- "mofin_db": "写入反馈数据",
- "server": "通过Web提交反馈后写入",
- },
- "readers": {
- "mofin_db": "读取反馈用于分析和展示",
- },
- },
- "todos": {
- "summary": "待办事项表，各脚本发现异常时写入TODO，self_todo_executor每10分钟执行修复。异常发现→自动修复的闭环。",
- "writers": {
- "morning_health_check": "体检发现异常写入TODO",
- "intraday_health_check": "盘中自检发现异常写入TODO",
- "strategy-staleness-check": "策略过期检测写入TODO",
- "self_todo_executor": "执行完成后更新TODO状态",
- "preflight_verify": "开盘前验证失败写入TODO",
- },
- "readers": {
- "morning_health_check": "读取待处理的TODO",
- "self_todo_executor": "读取待处理的TODO并执行fix_action",
- "strategy-staleness-check": "读取TODO避免重复写入",
- "intraday_health_check": "读取TODO检查自愈进度",
- },
- },
- "watchlist_stocks": {
- "summary": "自选股表，系统自动维护的观察列表。与持仓表分离，用于跟踪潜在买入机会。",
- "writers": {
- "per_stock_reassess": "策略重评时更新自选状态",
- "mofin_db": "内部写入函数",
- },
- "readers": {
- "per_stock_reassess": "读取自选列表做重评",
- "stock_quote": "读取自选代码拉取行情",
- "mo_alphasift_bridge": "读取自选供Alpha分析",
- "mo_data": "通过read_watchlist()读取自选数据",
- },
- },
- "xiaoguo_scan_tracker": {
- "summary": "小果扫描追踪表，记录每次小果扫描的状态/耗时/结果数量。用于监控小果服务健康。",
- "writers": {
- "xiaoguo_scanner": "每次扫描完成后写入状态和统计",
- },
- "readers": {
- "server": "读取扫描状态供Dashboard展示",
- "xiaoguo_scanner": "读取上次扫描时间判断是否需要全量扫描",
- },
- },
- "state_meta": {
- "summary": "状态元数据表，记录各服务的状态追踪信息（如扫描偏移量/最新处理ID）。",
- "writers": {
- "xiaoguo_scanner": "写入扫描进度偏移量",
- },
- "readers": {
- "xiaoguo_scanner": "读取上次处理位置继续增量处理",
- },
- },
-}
-
-
-def build_feature_tree(cron_jobs, db_stats):
- # 硬编码分类规则：标签→匹配关键词
- rules = {
- "市场快照": ["市场数据采集"],
- "宏观新闻": ["宏观采集"],
- "价格监控": ["价格监控"],
- "小果扫描": ["小果独立扫描"],
- "资金流采集": ["资金流"],
- "宏观上下文刷新": ["宏观上下文刷新"],
- "策略重评": ["策略重评"],
- "持仓自选新鲜度检查": ["策略时效性检查"],
- "自选买入区提醒": ["自选买入区提醒"],
- "策略评估": ["策略评估"],
- "分支自成长": ["分支自成长"],
- "元自成长": ["元自成长"],
- "MoFin盘前中监控": ["MoFin盘前中监控"],
- "MoFin午后监控": ["MoFin午后监控"],
- "cron报告推XMPP": ["cron报告推XMPP"],
- "开盘简报": ["开盘简报"],
- "收盘简报": ["收盘简报"],
- "市场精选推荐": ["市场精选推荐"],
- "小果情感分析": ["小果情感分析"],
- "系统全局审计": ["系统全局审计"],
- "全局cron健康监控": ["全局cron健康监控"],
- "重评管道审计": ["重评管道审计"],
- "健康监控数据采集": ["健康监控数据采集"],
- "持仓基本面复查": ["分析师-持仓复查"],
- "策略复盘": ["策略复盘"],
- "宏观风险扫描": ["宏观风险扫描"],
- "宏观风险信号消费": ["宏观风险信号消费"],
- "跨市场背离检测": ["跨市场背离检测"],
- "自愈执行器": ["自愈执行器"],
- "策略质量门禁": ["策略质量门禁"],
- "自选自动清理": ["自选自动清理"],
- "建议对账": ["建议对账"],
- "宏观新闻采集": ["宏观新闻采集"],
- "数据治理": ["数据治理"],
- "盘前热点扫描": ["盘前热点扫描"],
- "数据同步": ["数据同步"],
- "小果市场筛选": ["小果市场筛选"],
- "芯碁微装": ["芯碁微装"],
- "宏观新闻采集-周末": ["宏观新闻采集-周末"],
- "硬编码扫描": ["硬编码扫描"],
- "系统体检": ["系统体检"],
- "盘中自检": ["盘中自检"],
- "记忆守卫": ["记忆守卫"],
- "数据治理": ["数据治理"],
- "自选股自动重评": ["自选股自动重评"],
- "state.db真空整理": ["真空整理"],
- "300308": ["300308"],
- "多周期缓存": ["多周期缓存"],
- "元自成长": ["元自成长"],
- }
- # 自动归类：未被任何规则匹配的cron按名称关键词归入类别
- # 关键词必须够精确，避免误归类
- AUTO_CATEGORIES = [
- ("数据采集", ["市场数据", "宏观采集", "新闻采集", "价格监控", "资金流采集", "小果独立扫描", "上下文刷新"]),
- ("策略分析", ["策略评估", "策略时效性", "重评", "买入区提醒", "自成长", "策略复盘", "分支"]),
- ("推荐推送", ["简报", "推送", "推荐", "XMPP", "开盘", "收盘"]),
- ("风险监控", ["宏观风险", "背离检测", "信号消费"]),
- ("自检/审计", ["系统全局审计", "健康监控", "管道审计", "系统体检", "盘中自检", "记忆守卫", "硬编码扫描", "治理"]),
- ("执行/修复", ["自愈执行", "门禁", "清理", "对账", "TODO"]),
- ("持仓监控", ["300308", "芯碁微装", "多周期缓存", "自选股自动重评"]),
- ("系统服务", ["真空整理"]),
- ]
-
- matched_names = set() # 记录已匹配的cron name
-
- def attach_pipes(node, parent_cat=None):
- nonlocal matched_names
- label = node.get("label", "")
- # 附加描述（自动带脚本名的节点去掉括号内容匹配）
- desc_key = label.split(" (")[0] if " (" in label else label
- if desc_key in NODE_DESC:
- node["desc"] = NODE_DESC[desc_key]
- keywords = rules.get(label)
- pipes = []
- if keywords:
- matched = match_cron(cron_jobs, keywords)
- for j in matched:
- n = j.get("name", "")
- matched_names.add(n)
- pipes = [{
- "name": j.get("name", ""),
- "script": j.get("script", ""),
- "schedule": j.get("schedule", {}).get("display", str(j.get("schedule", ""))),
- "status": j.get("last_status", "unknown"),
- "last_run": (j.get("last_run_at", "") or "")[:16] if j.get("last_run_at") else "",
- "type": "no_agent" if j.get("no_agent") else "LLM",
- "profile": j.get("profile", "?"),
- } for j in matched]
- if pipes:
- node["pipes"] = pipes
- if node.get("children"):
- for c in node["children"]:
- attach_pipes(c, parent_cat or label)
-
- def make_cron_node(j):
- name = j.get("name", "?")
- desc_key = name.split(" (")[0] if " (" in name else name
- return {
- "label": f"{name} ({j.get('script','LLM')})",
- "desc": NODE_DESC.get(desc_key, ""),
- "status": j.get("last_status", "unknown"),
- "pipes": [{
- "name": j.get("name", ""),
- "script": j.get("script", ""),
- "schedule": j.get("schedule", {}).get("display", str(j.get("schedule", ""))),
- "status": j.get("last_status", "unknown"),
- "last_run": (j.get("last_run_at", "") or "")[:16] if j.get("last_run_at") else "",
- "type": "no_agent" if j.get("no_agent") else "LLM",
- "profile": j.get("profile", "?"),
- }]
- }
-
- tree = {
- "label": "MoFin 系统",
- "status": "ok",
- "children": [
- {"label": "数据采集", "status": "ok", "children": [
- {"label": "市场快照", "status": "ok"},
- {"label": "宏观新闻", "status": "ok"},
- {"label": "价格监控", "status": "ok"},
- {"label": "小果扫描", "status": "ok"},
- {"label": "资金流采集", "status": "ok"},
- {"label": "宏观上下文刷新", "status": "ok"},
- ]},
- {"label": "策略分析", "status": "ok", "children": [
- {"label": "策略重评", "status": "ok"},
- {"label": "持仓自选新鲜度检查", "status": "ok"},
- {"label": "自选买入区提醒", "status": "ok"},
- {"label": "策略评估", "status": "ok"},
- {"label": "分支自成长", "status": "ok"},
- {"label": "元自成长", "status": "ok"},
- ]},
- {"label": "推荐推送", "status": "ok", "children": [
- {"label": "MoFin盘前中监控", "status": "ok"},
- {"label": "MoFin午后监控", "status": "ok"},
- {"label": "cron报告推XMPP", "status": "ok"},
- {"label": "开盘简报", "status": "ok"},
- {"label": "收盘简报", "status": "ok"},
- {"label": "市场精选推荐", "status": "ok"},
- ]},
- {"label": "风险监控", "status": "ok", "children": [
- {"label": "宏观风险扫描", "status": "ok"},
- {"label": "宏观风险信号消费", "status": "ok"},
- {"label": "跨市场背离检测", "status": "ok"},
- ]},
- {"label": "自检/审计", "status": "ok", "children": [
- {"label": "系统全局审计", "status": "ok"},
- {"label": "全局cron健康监控", "status": "ok"},
- {"label": "重评管道审计", "status": "ok"},
- {"label": "健康监控数据采集", "status": "ok"},
- ]},
- {"label": "执行/修复", "status": "ok", "children": [
- {"label": "自愈执行器", "status": "ok"},
- {"label": "策略质量门禁", "status": "ok"},
- {"label": "自选自动清理", "status": "ok"},
- {"label": "建议对账", "status": "ok"},
- ]},
- {"label": "持仓复查", "status": "ok", "children": [
- {"label": "持仓基本面复查", "status": "ok"},
- {"label": "策略复盘", "status": "ok"},
- ]},
- {"label": "信号消费", "status": "ok", "children": [
- {"label": "小果情感分析", "status": "ok"},
- {"label": "宏观风险信号消费-盘中", "status": "ok"},
- ]},
- ],
- }
-
- attach_pipes(tree)
-
- # 收集所有未被任何规则匹配的cron，按名称自动归入类别
- unmatched = [j for j in cron_jobs if j.get("name", "") not in matched_names]
-
- # 按自动归类分组
- cat_map = {}
- for j in unmatched:
- name = j.get("name", "")
- assigned = False
- for cat_name, keywords in AUTO_CATEGORIES:
- if any(kw in name for kw in keywords):
- cat_map.setdefault(cat_name, []).append(j)
- assigned = True
- break
- if not assigned:
- cat_map.setdefault("未分类", []).append(j)
-
- # 将自动归类的cron追加到已有分类或创建新分类
- for cat_name, jobs in sorted(cat_map.items()):
- # 如果该分类已存在于树中，追加到其children
- found = None
- for child in tree["children"]:
- if child["label"] == cat_name:
- found = child
- break
- if found:
- existing_labels = {c["label"] for c in found.get("children", [])}
- for j in jobs:
- lbl = j.get("name", "?")
- if lbl not in existing_labels:
- found["children"].append(make_cron_node(j))
- existing_labels.add(lbl)
- else:
- tree["children"].append({
- "label": cat_name,
- "status": "ok",
- "children": [make_cron_node(j) for j in jobs],
- })
-
- return tree
-
-def build_report():
- cron_jobs = load_cron_jobs()
- db_stats = get_db_stats()
- flows = scan_data_flows()
- script_health = check_scripts()
-
- # ── 功能树（只显示知微的cron）──
- zhiwei_crons = [j for j in cron_jobs if j.get("profile") == "position-analyst" or j.get("name") in [
- "cron-推XMPP中继", "数据同步-dashboard", "记忆守卫-每日", "市场数据采集"
- ]]
- feature_tree = build_feature_tree(zhiwei_crons, db_stats)
- # 递归计算节点状态
- def calc_status(node):
- if "children" in node:
- for c in node["children"]:
- calc_status(c)
- statuses = [c["status"] for c in node["children"]]
- if "fail" in statuses: node["status"] = "fail"
- elif "warn" in statuses: node["status"] = "warn"
- else: node["status"] = "ok"
- calc_status(feature_tree)
-
- # ── Tab 2: 数据实体表 ──
- entities = []
- for tname, cnt in sorted(db_stats.items()):
- readers = flows["db_read"].get(tname, [])
- writers = flows["db_write"].get(tname, [])
- # 扫描器漏检的手动补录写入方
- _manual_writers = {
- "candidates": ["mofin_db", "market_screener"],
- "candidate_score_history": ["mofin_db"],
- "strategy_feedback": ["mofin_db", "server"],
- "stock_daily": ["mofin_db"],
- "stock_weekly": ["mofin_db"],
- "stock_monthly": ["mofin_db"],
- }
- _manual_readers = {
- "stock_weekly": ["multi_timeframe"],
- "stock_monthly": ["multi_timeframe"],
- "watchlist_log": ["watchlist_auto_exit", "mofin_db"],
- }
- if not writers and tname in _manual_writers:
- writers = _manual_writers[tname]
- if not readers and tname in _manual_readers:
- readers = _manual_readers[tname]
-
- # 数据流详细描述
- flow_detail = FLOW_DETAIL.get(tname, {})
-
- has_input = len(writers) > 0
- has_output = len(readers) > 0
- # 排除系统表
- is_system = tname.startswith("sqlite_") or tname.startswith("_")
- if is_system:
- continue
- # 数据流状态：healthy / write_only / read_only / orphan
- if has_input and has_output:
- flow_status = "healthy"
- elif has_input and not has_output:
- flow_status = "write_only"
- elif not has_input and has_output:
- flow_status = "read_only"
- else:
- flow_status = "orphan"
- entities.append({
- "name": tname,
- "desc": TABLES_DESC.get(tname, ""),
- "rows": cnt,
- "readers": readers[:10],
- "writers": writers[:10],
- "has_input": has_input,
- "has_output": has_output,
- "orphan": flow_status in ("orphan", "read_only", "write_only"),
- "flow_status": flow_status,
- "warn": flow_status != "healthy",
- "flow_detail": flow_detail,
- })
-
- # JSON文件
- json_entities = []
- for jf in sorted(WEB_DATA.glob("*.json")):
- if jf.name == "stocks": continue
- if jf.stem.startswith("temp_"): continue
- readers = flows["json_read"].get(jf.name, [])
- size = jf.stat().st_size / 1024
- json_entities.append({
- "name": jf.name,
- "desc": JSON_DESC.get(jf.name, ""),
- "size_kb": round(size, 1),
- "readers": readers[:10],
- "writers": [], # 难以精确追踪
- "last_modified": datetime.fromtimestamp(jf.stat().st_mtime).strftime("%m-%d %H:%M"),
- "warn": len(readers) == 0 and jf.name not in ("portfolio.json", "market.json"),
- })
-
- # ── Tab 3: 流程/cron映射 ──
- pipelines = []
- for j in sorted(cron_jobs, key=lambda x: x.get("name","")):
- if not j.get("enabled", True):
- continue
- name = j.get("name", "?")
- script = j.get("script", "")
- status = j.get("last_status", "unknown")
- last_run = str(j.get("last_run_at", ""))[:19]
- schedule = j.get("schedule", {}).get("display", str(j.get("schedule","")))
- no_agent = j.get("no_agent", False)
- pipelines.append({
- "name": name,
- "type": "no_agent" if no_agent else "LLM",
- "script": script,
- "schedule": schedule,
- "status": status,
- "last_run": last_run,
- "profile": j.get("profile", "?"),
- })
-
- # ── 写JSON ──
- report = {
- "generated_at": now.strftime("%Y-%m-%d %H:%M:%S"),
- "feature_tree": feature_tree,
- "entities": entities,
- "json_files": json_entities,
- "pipelines": pipelines,
- }
- out_path = WEB_DATA / "mofin_health.json"
- with open(out_path, "w") as f:
- json.dump(report, f, ensure_ascii=False, indent=2)
- # 也写到static目录供dashboard直接serve
- with open(STATIC_DIR / "mofin_health.json", "w") as f:
- json.dump(report, f, ensure_ascii=False, indent=2)
- print(f"[SILENT] mofin_health.json written ({len(entities)} entities, {len(pipelines)} pipelines)")
-
-if __name__ == "__main__":
- build_report()
+#!/usr/bin/env python3
+"""mofin_health.py — MoFin 健康监控数据采集
+
+输出JSON供dashboard展示，三个view：
+ tab1: 功能树（逐级展开，每节点绿/黄/红）
+ tab2: 数据实体表（输入/输出流分析，孤立表报警）
+ tab3: 流程/cron映射（状态正常/异常）
+"""
+import json, os, sys, re
+import sqlite3
+from pathlib import Path
+from datetime import datetime, timezone
+from mofin_db import get_conn
+
+DATA_DIR = Path("/home/hmo/MoFin/data")
+WEB_DATA = Path("/home/hmo/web-dashboard/data")
+STATIC_DIR = Path("/home/hmo/web-dashboard/static")
+PROFILE_SCRIPTS = Path("/home/hmo/.hermes/profiles/position-analyst/scripts")
+CRON_FILES = [
+ "/home/hmo/.hermes/profiles/position-analyst/cron/jobs.json",
+ "/home/hmo/.hermes/cron/jobs.json",
+]
+
+# 数据实体作用说明
+TABLES_DESC = {
+ "holdings": "当前持仓（权威源）",
+ "holding_strategies": "每只股票的完整策略参数",
+ "portfolio_summary": "总资产/现金/仓位汇总",
+ "portfolio_state": "组合状态快照（只读派生）",
+ "strategy_evaluations": "策略重评历史记录",
+ "strategy_feedback": "策略效果反馈",
+ "watchlist_stocks": "自选股列表",
+ "candidates": "潜力股候选池（小果扫描产出）",
+ "live_prices": "所有持仓+自选最新实时价",
+ "price_events": "价格区间突破事件日志",
+ "market_snapshots": "大盘指数快照（每10分）",
+ "sector_snapshots": "行业板块数据",
+ "sector_signals": "行业信号（趋势检测产出）",
+ "signal_news": "信号相关新闻",
+ "macro_raw_news": "宏观新闻原始数据",
+ "macro_context_log": "宏观上下文（大盘偏向/指数）",
+ "stocks": "全量股票代码",
+ "stock_daily": "日线行情",
+ "stock_weekly": "周线行情",
+ "stock_monthly": "月线行情",
+ "stock_fundamentals": "基本面数据(PE/PB)",
+ "stock_sectors": "股票行业映射",
+ "capital_flow_cache": "资金流缓存",
+ "xiaoguo_scan_tracker": "小果扫描跟踪",
+ "advice_timeline": "建议执行时间线",
+ "accuracy_stats": "建议准确率统计",
+ "todos": "自愈任务队列",
+ "health_check_log": "健康检查日志",
+ "cash_log": "资金变动记录",
+ "mtf_cache": "多周期均线缓存",
+ "state_meta": "系统状态元数据",
+}
+
+JSON_DESC = {
+ "decisions.json": "策略决策（DB→JSON同步，兼容层）",
+ "portfolio.json": "持仓汇总（兼容层）",
+ "market.json": "市场概况数据",
+ "xiaoguo_insights.json": "小果分析洞察",
+ "candidate_pool.json": "潜力股候选池完整数据",
+ "zone_breach.json": "价格区间突破状态",
+ "strategy_staleness_report.json": "策略过期报告",
+ "alerts.json": "告警列表",
+ "macro_risk_state.json": "宏观风险状态（采集器写入）",
+ "capital_flow_cache.json": "资金流缓存",
+ "multi_tf_cache.json": "多周期均线缓存",
+ "macro_context.json": "宏观上下文JSON（旧兼容层）",
+ "system_inventory.json": "全量系统清单",
+ "mofin_health.json": "健康监控数据",
+}
+
+now = datetime.now()
+
+def load_cron_jobs():
+ jobs = []
+ seen = set()
+ for jf in CRON_FILES:
+ profile_tag = "position-analyst" if "position-analyst" in str(jf) else "default"
+ try:
+ for j in json.load(open(jf)).get("jobs", []):
+ jid = j.get("id", "")
+ if jid in seen: continue
+ seen.add(jid)
+ j["profile"] = profile_tag
+ jobs.append(j)
+ except: pass
+ return jobs
+
+def get_db_stats():
+ conn = get_conn()
+ tables = conn.execute("SELECT name FROM sqlite_master WHERE type='table' ORDER BY name").fetchall()
+ stats = {}
+ for (tname,) in tables:
+ cnt = conn.execute(f"SELECT COUNT(*) FROM \"{tname}\"").fetchone()[0]
+ stats[tname] = cnt
+ conn.close()
+ return stats
+
+def scan_data_flows():
+ """对每个脚本，扫描它读/写了哪些DB表和JSON文件"""
+ flows = {"db_read": {}, "db_write": {}, "json_read": {}, "json_write": {}}
+ for py in sorted(PROFILE_SCRIPTS.glob("*.py")):
+ name = py.stem
+ content = py.read_text(encoding="utf-8", errors="ignore")
+ # DB reads: SELECT FROM
+ reads = set(re.findall(r'FROM\s+(\w+)', content, re.I))
+ reads |= set(re.findall(r'join\s+(\w+)', content, re.I))
+ # DB writes: INSERT INTO / UPDATE / DELETE FROM
+ writes = set(re.findall(r'INSERT\s+(?:OR\s+\w+\s+)?INTO\s+(\w+)', content, re.I))
+ writes |= set(re.findall(r'UPDATE\s+(\w+)', content, re.I))
+ writes |= set(re.findall(r'DELETE\s+FROM\s+(\w+)', content, re.I))
+ # JSON reads: json.load/open
+ json_r = set(re.findall(r'(?:json\.load|open)\s*\(\s*["\']([^"\']+\.json)', content))
+ json_w = set(re.findall(r'(?:json\.dump|json\.dumps)\s*\(', content))
+ for t in reads: flows["db_read"].setdefault(t, set()).add(name)
+ for t in writes: flows["db_write"].setdefault(t, set()).add(name)
+ for f in json_r:
+ fname = os.path.basename(f)
+ flows["json_read"].setdefault(fname, set()).add(name)
+ if json_w:
+ flows["json_write"].setdefault(name, set()).add(name)
+ return {k: {kk: list(vv) for kk, vv in v.items()} for k, v in flows.items()}
+
+def check_scripts():
+ """检查每个脚本是否有语法错误或明显问题"""
+ issues = {}
+ for py in sorted(PROFILE_SCRIPTS.glob("*.py")):
+ r = os.system(f"python3 -m py_compile {py} 2>/dev/null")
+ issues[py.stem] = "ok" if r == 0 else "syntax_error"
+ return issues
+
+
+def match_cron(cron_jobs, name_keywords):
+ """匹配cron任务列表，返回匹配的cron信息列表（空格归一化后匹配）"""
+ matches = []
+ for j in cron_jobs:
+ jname = j.get("name", "").replace(" ", "").replace("\u00a0", "") # 去空格再比
+ if isinstance(name_keywords, str):
+ if name_keywords.replace(" ", "") in jname:
+ matches.append(j)
+ elif isinstance(name_keywords, (list, tuple)):
+ clean_kws = [k.replace(" ", "").replace("\u00a0", "") for k in name_keywords]
+ if any(kw in jname for kw in clean_kws):
+ matches.append(j)
+ elif callable(name_keywords):
+ if name_keywords(j):
+ matches.append(j)
+ # 去重（相同name只保留一条）
+ seen = set()
+ deduped = []
+ for j in matches:
+ n = j.get("name", "")
+ if n not in seen:
+ seen.add(n)
+ deduped.append(j)
+ return deduped
+
+
+# ── 功能树描述 ──
+NODE_DESC = {
+ "数据采集": "从腾讯/东财/小果采集原始行情、新闻、资金流数据",
+ "策略分析": "策略评估、新鲜度检查、重评和成长分析",
+ "推荐推送": "生成简报、推荐并推送到XMPP",
+ "风险监控": "宏观风险信号、跨市场背离检测",
+ "自检/审计": "系统健康检查、监控采集、审计",
+ "执行/修复": "自愈系统、门禁跟进、清理修复",
+ "持仓复查": "持仓基本面复查和策略复盘",
+ "信号消费": "消费小果情感分析和宏观风险信号",
+ "系统服务": "系统维护（如DB真空整理）",
+ "持仓监控": "特定持仓（300308/芯碁微装）盘中监控",
+ "市场快照": "每10分钟采集全市场板块和指数快照",
+ "宏观新闻": "采集宏观新闻和财经资讯",
+ "价格监控": "每2分钟刷新持仓/自选实时价格→写入live_prices",
+ "小果扫描": "小果独立扫描潜在机会",
+ "资金流采集": "盘中采集板块资金流向",
+ "宏观上下文刷新": "刷新大盘指数/市场情绪",
+ "策略重评": "价格偏离买入区或策略过期时自动重评",
+ "持仓自选新鲜度检查": "检查策略是否过期或价格严重偏离",
+ "自选买入区提醒": "自选进入买入区时推送提醒",
+ "策略评估": "每日/每周策略效果评估",
+ "分支自成长": "策略分支探索和剪枝",
+ "元自成长": "系统元层级自我进化",
+ "MoFin盘前中监控": "上午盘中实时监控+推送",
+ "MoFin午后监控": "下午盘中实时监控+推送",
+ "cron报告推XMPP": "cron报告通过XMPP推送到手机",
+ "开盘简报": "每日开盘前市场简报",
+ "收盘简报": "每日收盘后市场简报",
+ "市场精选推荐": "每日全市场潜力股精推",
+ "宏观风险扫描": "从新闻中检测系统性风险",
+ "宏观风险信号消费": "消费宏观风险信号并生成建议",
+ "跨市场背离检测": "检测A股/港股/美股指数背离",
+ "系统全局审计": "7维度系统全面审计",
+ "全局cron健康监控": "监控所有cron的运行状态",
+ "重评管道审计": "审计策略重评管道完整性",
+ "健康监控数据采集": "采集健康数据供Dashboard展示",
+ "自愈执行器": "每10分钟自动处理TODO列表",
+ "策略质量门禁": "新策略必须通过9维验证才能写入",
+ "自选自动清理": "开盘前清理过期自选数据",
+ "建议对账": "每周对账校验建议准确性",
+ "持仓基本面复查": "每周持仓基本面深度复查",
+ "策略复盘": "每日策略执行复盘",
+ "小果情感分析": "收盘后对持仓/自选做新闻情感分析",
+ "宏观风险信号消费-盘中": "盘中消费宏观风险信号",
+ "小果市场筛选": "全市场扫描值得关注的板块和个股",
+ "芯碁微装": "芯碁微装午后价格监控",
+ "300308": "300308午后紧盯+入场信号监控",
+ "硬编码扫描": "扫描脚本中的硬编码参数",
+ "系统体检": "开盘前系统全面体检",
+ "盘中自检": "盘中高频自检",
+ "记忆守卫": "每日记忆清理和优化",
+ "数据治理": "每周数据清理和归档",
+ "自选股自动重评": "周末自动重评自选股策略",
+ "多周期缓存": "刷新MA5/MA20/MA60等技术指标缓存",
+ "数据同步": "同步数据到Dashboard",
+ "盘前热点扫描": "盘前扫描市场热点",
+ "宏观新闻采集": "采集宏观新闻",
+ "宏观新闻采集-周末": "周末宏观新闻采集",
+ "state.db真空整理": "DB真空整理维护",
+ "分支剪枝-每日": "修剪已失效的策略分支",
+ "自选股自动重评-周末": "周末批量重评自选股策略",
+ "系统健康检查-开盘前": "开盘前检查所有核心组件是否正常",
+ "多周期缓存刷新-开盘前": "开盘前刷新技术指标缓存",
+ "MoFin 系统常规体检-开盘前": "开盘前8:00全面系统体检",
+ "开盘前钉对钉验证": "开盘前15项验证(脚本同步/DB完整性/资产公式)",
+ "cron-推XMPP中继": "将cron输出通过XMPP中继推送",
+ "小果信号消费-盘中": "盘中消费小果扫描信号",
+ "硬编码扫描-每日": "扫描脚本中的硬编码参数",
+ "盘中自检-高频": "每15分钟盘中自检",
+ "数据治理-每周": "每周数据治理",
+ "记忆守卫-每日": "每日记忆优化",
+ "300308入场信号紧盯": "300308入场信号(13:00-14:00)",
+ "300308午后紧盯": "300308午后监控(13:00-15:00含止损)",
+ "多周期缓存刷新-盘中": "盘中刷新技术指标缓存",
+ "知识萃取-盘后": "盘后从分析报告中萃取可复用知识",
+ "区间维护": "每30分钟维护买入区",
+ "知微洞察生成": "生成每日市场洞察(15:35)",
+ "小果市场筛选-全市场": "小果筛选全市场关注板块",
+ "数据同步-dashboard": "同步数据到Dashboard",
+ "state.db真空整理-每周": "每周DB真空整理",
+ "未分类": "未被规则匹配的cron自动归入此",
+}
+
+# ── 数据流详细描述 ──
+# 每张表说明：存什么 + 谁写入(为什么+写什么) + 谁读取(为什么+读什么) + 综合总结
+FLOW_DETAIL = {
+ "signal_news": {
+ "summary": "全系统信号/新闻的统一存储表，所有宏观分析、风险扫描、小果分析的输出汇聚地，也是下游消费脚本的输入源。7个写入方汇聚不同来源信号，5个读取方按需消费。",
+ "writers": {
+ "macro_context_collector": "写入宏观新闻原始数据（标题+摘要+分类），供后续风险扫描消费",
+ "xiaoguo_news_processor": "写入小果LLM处理后的新闻情感分析结果",
+ "macro_signal_consumer": "写入宏观风险信号判定结果（等级+来源+建议）",
+ "divergence_detector": "写入跨市场背离检测信号（A股/港股/美股指数对）",
+ "xiaoguo_signal_consumer": "写入小果扫描发现的个股/板块信号",
+ "mofin_news": "写入外部财经常规新闻采集结果",
+ "xiaoguo_scanner": "写入小果独立扫描的市场机会信号",
+ },
+ "readers": {
+ "macro_signal_consumer": "读取原始宏观新闻和信号，判定风险等级并生成建议",
+ "system_audit": "读取信号表行数/更新时间，审计数据管道是否畅通",
+ "intraday_health_check": "读取最新信号，检查盘中是否有新的风险信号到达",
+ "xiaoguo_signal_consumer": "读取小果相关信号，生成买入/卖出建议",
+ "server": "读取信号数据供Web Dashboard展示",
+ },
+ },
+ "holdings": {
+ "summary": "当前持仓表，是系统最核心的数据表之一。import_holding_xls从券商文件导入持仓，mofin_db在价格刷新时更新市值。下游脚本读取持仓做策略分析和推送。",
+ "writers": {
+ "mofin_db": "写入price_monitor刷新后的持仓最新市值（通过write_holdings_batch）",
+ "import_holding_xls": "从券商holding.xls导入最新持仓数量/成本/市值",
+ },
+ "readers": {
+ "stale_push_wlin": "读取持仓列表+最新价格，检查是否进入买入区/触发止损",
+ "mofin_db": "内部读取（get_price_from_db等函数）",
+ "system_audit": "读取持仓总数/品种分布，审计持仓完整性",
+ "server": "读取持仓数据供Web Dashboard展示",
+ "prepare_report_data": "读取持仓数据用于生成分析报告",
+ "mo_data": "通过read_portfolio()读取持仓结构化数据",
+ },
+ },
+ "portfolio_summary": {
+ "summary": "组合汇总表（id=1单行），记录总资产=持股市值+可用资金+冻结资金。每笔导入或价格刷新后更新。",
+ "writers": {
+ "mofin_db": "价格监控刷新总市值后更新total_mv/total_assets",
+ "import_holding_xls": "导入持仓后更新cash/frozen/total_assets",
+ },
+ "readers": {
+ "import_holding_xls": "读取当前汇总信息，验证导入后是否正确",
+ "mo_data": "通过read_portfolio()读取组合汇总",
+ "price_monitor": "读取当前现金/市值，计算总资产变动",
+ "prepare_report_data": "读取总资产/现金数据用于报告",
+ "server": "读取汇总数据供Dashboard展示",
+ },
+ },
+ "holding_strategies": {
+ "summary": "策略数据表，记录每只持仓/自选股的策略配置（买入价/止损/止盈/目标价/分析维度等）。多写入方按各自职责更新不同字段。",
+ "writers": {
+ "data_governance": "归档过期策略、修复异常策略数据",
+ "sync_decisions_to_db": "从JSON同步策略到DB",
+ "mofin_db": "策略写入（内部函数）",
+ "strategy_review": "策略复盘后更新执行结果和评级",
+ },
+ "readers": {
+ "data_governance": "读取所有活跃策略，检查缺失和异常",
+ "per_stock_reassess": "读取个股策略配置，判断是否需要重评",
+ "mo_data": "通过read_decisions()读取策略数据",
+ "stale_push_wlin": "读取买入区/止损/止盈配置，检查价格触发",
+ },
+ },
+ "live_prices": {
+ "summary": "实时价格缓存表，price_monitor每2分钟写入全量持仓/自选价格。所有脚本必须通过mo_data.get_price()读取——先读此表，无数据才调API。单一写入、多方读取。",
+ "writers": {
+ "mofin_db": "price_monitor调用write_live_prices写入最新价格",
+ "mo_data": "get_price()兜底时从API拉取价格后写回此表",
+ },
+ "readers": {
+ "mo_data": "get_price()/get_prices_batch()优先从此表读取价格",
+ "mofin_db": "内部读取（get_price_from_db）",
+ "system_audit": "读取价格更新时间和数据量",
+ "verify_reassess_pipeline": "验证重评管道是否有最新价格",
+ },
+ },
+ "price_events": {
+ "summary": "价格触发事件表，价格进入/离开买入区或触发止损止盈时记录事件。用于审计和重评触发。",
+ "writers": {
+ "mofin_db": "price_monitor检测到价格区间变化时写入事件记录",
+ },
+ "readers": {
+ "mofin_db": "查询历史事件判断是否触发重评",
+ },
+ },
+ "cash_log": {
+ "summary": "资金流水表，每次资金变动（入金/出金/冻结/解冻）记录一条日志。审计用。",
+ "writers": {
+ "mofin_db": "通过write_cash_log记录资金变动",
+ "mo_data": "write_cash_log函数入口",
+ },
+ "readers": {
+ "prepare_report_data": "读取现金变动历史用于报告",
+ "mofin_db": "内部查询最近流水",
+ },
+ },
+ "market_snapshots": {
+ "summary": "市场快照表，market_watch每10分钟采集全市场大盘指数+板块涨跌+上涨下跌家数。下游用于判断市场情绪。",
+ "writers": {
+ "mofin_db": "market_watch采集后写入快照数据",
+ },
+ "readers": {
+ "market_screener": "读取最新板块快照，判断热点板块",
+ "prepare_report_data": "读取市场情绪数据用于报告",
+ "mofin_db": "内部查询最新快照",
+ "system_audit": "审计数据新鲜度",
+ },
+ },
+ "sector_snapshots": {
+ "summary": "板块快照表，market_watch按板块写入涨跌/领涨股/资金流向。market_screener据此判断行业热点。",
+ "writers": {
+ "mofin_db": "market_watch采集后写入各板块数据",
+ },
+ "readers": {
+ "market_screener": "读取板块涨跌排名，筛选热点行业",
+ "strategy_lifecycle": "读取板块数据用于策略生命周期管理",
+ "mofin_db": "内部查询",
+ "trend_detector": "读取板块趋势数据用于趋势检测",
+ },
+ },
+ "sector_signals": {
+ "summary": "板块信号表，多源汇聚的板块级别信号（新闻情感+趋势+资金流向）。用于判断行业轮动。",
+ "writers": {
+ "mofin_news": "写入新闻分析得出的板块信号",
+ "xiaoguo_news_processor": "写入小果LLM分析的板块情感信号",
+ "trend_detector": "写入技术面趋势检测到的板块信号",
+ },
+ "readers": {
+ "server": "读取供Dashboard展示",
+ "mofin_news": "读取已有信号做增量更新",
+ "xiaoguo_news_processor": "读取已有信号避免重复写入",
+ "trend_detector": "读取信号辅助趋势判定",
+ },
+ },
+ "macro_context_log": {
+ "summary": "宏观上下文日志，refresh_macro_context每30分钟采集大盘指数/市场情绪/资金面数据。下游多个脚本按需读取最新宏观状态。",
+ "writers": {
+ "refresh_macro_context": "每30分钟采集上证/深证/创业板/恒指等指数+情绪指标",
+ },
+ "readers": {
+ "stale_push_wlin": "读取大盘情绪用于策略推送的宏观背景",
+ "divergence_detector": "读取多市场指数数据做背离检测",
+ "system_audit": "审计数据采集是否正常",
+ "xiaoguo_signal_consumer": "读取宏观情绪辅助信号判定",
+ },
+ },
+ "macro_raw_news": {
+ "summary": "宏观新闻原始数据表，macro_context_collector采集的未经处理的财经新闻。供后续清洗和分析。",
+ "writers": {
+ "macro_context_collector": "从财经网站采集原始新闻标题+URL+摘要",
+ },
+ "readers": {
+ "macro_context_collector": "读取最近新闻hash避免重复采集",
+ "system_audit": "审计新闻采集量",
+ },
+ },
+ "accuracy_stats": {
+ "summary": "策略准确率统计表，strategy_review复盘后写入各策略的正确/错误/待定计数。",
+ "writers": {
+ "strategy_review": "策略复盘后更新准确率统计",
+ },
+ "readers": {
+ "mofin_db": "读取统计结果用于报告",
+ },
+ },
+ "advice_timeline": {
+ "summary": "建议时间线表，记录每条推送建议的时间/内容/状态。用于审计和对账。",
+ "writers": {
+ "advice_reconciliation": "每周对账时写入对账结果",
+ },
+ "readers": {
+ "advice_reconciliation": "读取历史建议做对账",
+ "mofin_db": "内部查询",
+ },
+ },
+ "candidate_score_history": {
+ "summary": "候选股评分历史表，记录每次全市场筛选时对候选股的评分。用于评分变化追踪。",
+ "writers": {
+ "mofin_db": "market_screener筛选结果写入评分记录",
+ },
+ "readers": {
+ "mofin_db": "查询评分历史供展示",
+ },
+ },
+ "candidates": {
+ "summary": "候选股池表，market_screener筛选出的值得关注的个股。包含评分/买入区/止损/目标价。",
+ "writers": {
+ "mofin_db": "market_screener写入候选股",
+ "market_screener": "直接写入候选股列表",
+ },
+ "readers": {
+ "mofin_db": "读取候选股数据供展示和后续处理",
+ },
+ },
+ "capital_flow_cache": {
+ "summary": "资金流向缓存表，capital_flow_collector采集的板块资金流入流出数据。",
+ "writers": {
+ "mofin_db": "写入板块资金流向数据",
+ },
+ "readers": {
+ "mofin_db": "读取缓存数据",
+ },
+ },
+ "health_check_log": {
+ "summary": "健康检查日志表，morning_health_check每次运行记录检查结果。用于追踪系统健康历史。",
+ "writers": {
+ "morning_health_check": "每日开盘前体检后写入检查结果",
+ },
+ "readers": {
+ "morning_health_check": "读取历史检查结果比较变化",
+ },
+ },
+ "mtf_cache": {
+ "summary": "多周期技术指标缓存，refresh_mtf_cache计算MA5/MA20/MA60/支撑阻力位等。下游技术分析脚本从缓存读取避免重复计算。",
+ "writers": {
+ "multi_timeframe": "计算并写入多周期MA/支撑阻力位",
+ "mofin_db": "内部写入函数",
+ },
+ "readers": {
+ "multi_timeframe": "读取已有缓存判断是否需要刷新",
+ "technical_analysis": "读取MA/支撑阻力位用于技术分析",
+ "mofin_db": "内部读取",
+ },
+ },
+ "stock_fundamentals": {
+ "summary": "基本面数据表，存储PE/PB/ROE/市值等财务指标。",
+ "writers": {
+ "mofin_db": "基本面数据采集后写入",
+ },
+ "readers": {
+ "strategy_lifecycle": "读取基本面数据用于策略评估",
+ },
+ },
+ "stock_sectors": {
+ "summary": "股票-板块映射表，记录每只股票所属行业板块。多脚本用于行业分类和板块归因。",
+ "writers": {
+ "mofin_db": "股票行业分类数据写入",
+ },
+ "readers": {
+ "xiaoguo_news_processor": "按行业分类新闻",
+ "mofin_news": "按行业归类新闻",
+ "mofin_db": "内部查询",
+ "strategy_lifecycle": "读取行业信息用于策略决策",
+ },
+ },
+ "stocks": {
+ "summary": "全量股票代码表，所有A股/港股基础信息。供各脚本按code查询股票名称/市场。",
+ "writers": {
+ "mofin_db": "初始化时导入全量股票代码",
+ },
+ "readers": {
+ "mofin_news": "按股票代码查找新闻",
+ "xiaoguo_news_processor": "按股票代码过滤新闻",
+ "mofin_db": "内部查询",
+ "trend_detector": "按股票代码获取数据",
+ },
+ },
+ "strategy_evaluations": {
+ "summary": "策略评估结果表，策略评估脚本每次运行记录评估得分/等级/评语。",
+ "writers": {
+ "mofin_collect": "策略评估前采集数据并写入评估结果",
+ },
+ "readers": {
+ "verify_reassess_pipeline": "读取评估结果验证管道完整性",
+ "mofin_db": "内部查询",
+ "system_audit": "审计评估是否按时执行",
+ },
+ },
+ "strategy_feedback": {
+ "summary": "策略反馈表，记录用户对建议的反馈（采纳/忽略/修改）。用于策略自学习。",
+ "writers": {
+ "mofin_db": "写入反馈数据",
+ "server": "通过Web提交反馈后写入",
+ },
+ "readers": {
+ "mofin_db": "读取反馈用于分析和展示",
+ },
+ },
+ "todos": {
+ "summary": "待办事项表，各脚本发现异常时写入TODO，self_todo_executor每10分钟执行修复。异常发现→自动修复的闭环。",
+ "writers": {
+ "morning_health_check": "体检发现异常写入TODO",
+ "intraday_health_check": "盘中自检发现异常写入TODO",
+ "strategy-staleness-check": "策略过期检测写入TODO",
+ "self_todo_executor": "执行完成后更新TODO状态",
+ "preflight_verify": "开盘前验证失败写入TODO",
+ },
+ "readers": {
+ "morning_health_check": "读取待处理的TODO",
+ "self_todo_executor": "读取待处理的TODO并执行fix_action",
+ "strategy-staleness-check": "读取TODO避免重复写入",
+ "intraday_health_check": "读取TODO检查自愈进度",
+ },
+ },
+ "watchlist_stocks": {
+ "summary": "自选股表，系统自动维护的观察列表。与持仓表分离，用于跟踪潜在买入机会。",
+ "writers": {
+ "per_stock_reassess": "策略重评时更新自选状态",
+ "mofin_db": "内部写入函数",
+ },
+ "readers": {
+ "per_stock_reassess": "读取自选列表做重评",
+ "stock_quote": "读取自选代码拉取行情",
+ "mo_alphasift_bridge": "读取自选供Alpha分析",
+ "mo_data": "通过read_watchlist()读取自选数据",
+ },
+ },
+ "xiaoguo_scan_tracker": {
+ "summary": "小果扫描追踪表，记录每次小果扫描的状态/耗时/结果数量。用于监控小果服务健康。",
+ "writers": {
+ "xiaoguo_scanner": "每次扫描完成后写入状态和统计",
+ },
+ "readers": {
+ "server": "读取扫描状态供Dashboard展示",
+ "xiaoguo_scanner": "读取上次扫描时间判断是否需要全量扫描",
+ },
+ },
+ "state_meta": {
+ "summary": "状态元数据表，记录各服务的状态追踪信息（如扫描偏移量/最新处理ID）。",
+ "writers": {
+ "xiaoguo_scanner": "写入扫描进度偏移量",
+ },
+ "readers": {
+ "xiaoguo_scanner": "读取上次处理位置继续增量处理",
+ },
+ },
+}
+
+
+def build_feature_tree(cron_jobs, db_stats):
+ # 硬编码分类规则：标签→匹配关键词
+ rules = {
+ "市场快照": ["市场数据采集"],
+ "宏观新闻": ["宏观采集"],
+ "价格监控": ["价格监控"],
+ "小果扫描": ["小果独立扫描"],
+ "资金流采集": ["资金流"],
+ "宏观上下文刷新": ["宏观上下文刷新"],
+ "策略重评": ["策略重评"],
+ "持仓自选新鲜度检查": ["策略时效性检查"],
+ "自选买入区提醒": ["自选买入区提醒"],
+ "策略评估": ["策略评估"],
+ "分支自成长": ["分支自成长"],
+ "元自成长": ["元自成长"],
+ "MoFin盘前中监控": ["MoFin盘前中监控"],
+ "MoFin午后监控": ["MoFin午后监控"],
+ "cron报告推XMPP": ["cron报告推XMPP"],
+ "开盘简报": ["开盘简报"],
+ "收盘简报": ["收盘简报"],
+ "市场精选推荐": ["市场精选推荐"],
+ "小果情感分析": ["小果情感分析"],
+ "系统全局审计": ["系统全局审计"],
+ "全局cron健康监控": ["全局cron健康监控"],
+ "重评管道审计": ["重评管道审计"],
+ "健康监控数据采集": ["健康监控数据采集"],
+ "持仓基本面复查": ["分析师-持仓复查"],
+ "策略复盘": ["策略复盘"],
+ "宏观风险扫描": ["宏观风险扫描"],
+ "宏观风险信号消费": ["宏观风险信号消费"],
+ "跨市场背离检测": ["跨市场背离检测"],
+ "自愈执行器": ["自愈执行器"],
+ "策略质量门禁": ["策略质量门禁"],
+ "自选自动清理": ["自选自动清理"],
+ "建议对账": ["建议对账"],
+ "宏观新闻采集": ["宏观新闻采集"],
+ "数据治理": ["数据治理"],
+ "盘前热点扫描": ["盘前热点扫描"],
+ "数据同步": ["数据同步"],
+ "小果市场筛选": ["小果市场筛选"],
+ "芯碁微装": ["芯碁微装"],
+ "宏观新闻采集-周末": ["宏观新闻采集-周末"],
+ "硬编码扫描": ["硬编码扫描"],
+ "系统体检": ["系统体检"],
+ "盘中自检": ["盘中自检"],
+ "记忆守卫": ["记忆守卫"],
+ "数据治理": ["数据治理"],
+ "自选股自动重评": ["自选股自动重评"],
+ "state.db真空整理": ["真空整理"],
+ "300308": ["300308"],
+ "多周期缓存": ["多周期缓存"],
+ "元自成长": ["元自成长"],
+ }
+ # 自动归类：未被任何规则匹配的cron按名称关键词归入类别
+ # 关键词必须够精确，避免误归类
+ AUTO_CATEGORIES = [
+ ("数据采集", ["市场数据", "宏观采集", "新闻采集", "价格监控", "资金流采集", "小果独立扫描", "上下文刷新"]),
+ ("策略分析", ["策略评估", "策略时效性", "重评", "买入区提醒", "自成长", "策略复盘", "分支"]),
+ ("推荐推送", ["简报", "推送", "推荐", "XMPP", "开盘", "收盘"]),
+ ("风险监控", ["宏观风险", "背离检测", "信号消费"]),
+ ("自检/审计", ["系统全局审计", "健康监控", "管道审计", "系统体检", "盘中自检", "记忆守卫", "硬编码扫描", "治理"]),
+ ("执行/修复", ["自愈执行", "门禁", "清理", "对账", "TODO"]),
+ ("持仓监控", ["300308", "芯碁微装", "多周期缓存", "自选股自动重评"]),
+ ("系统服务", ["真空整理"]),
+ ]
+
+ matched_names = set() # 记录已匹配的cron name
+
+ def attach_pipes(node, parent_cat=None):
+ nonlocal matched_names
+ label = node.get("label", "")
+ # 附加描述（自动带脚本名的节点去掉括号内容匹配）
+ desc_key = label.split(" (")[0] if " (" in label else label
+ if desc_key in NODE_DESC:
+ node["desc"] = NODE_DESC[desc_key]
+ keywords = rules.get(label)
+ pipes = []
+ if keywords:
+ matched = match_cron(cron_jobs, keywords)
+ for j in matched:
+ n = j.get("name", "")
+ matched_names.add(n)
+ pipes = [{
+ "name": j.get("name", ""),
+ "script": j.get("script", ""),
+ "schedule": j.get("schedule", {}).get("display", str(j.get("schedule", ""))),
+ "status": j.get("last_status", "unknown"),
+ "last_run": (j.get("last_run_at", "") or "")[:16] if j.get("last_run_at") else "",
+ "type": "no_agent" if j.get("no_agent") else "LLM",
+ "profile": j.get("profile", "?"),
+ } for j in matched]
+ if pipes:
+ node["pipes"] = pipes
+ if node.get("children"):
+ for c in node["children"]:
+ attach_pipes(c, parent_cat or label)
+
+ def make_cron_node(j):
+ name = j.get("name", "?")
+ desc_key = name.split(" (")[0] if " (" in name else name
+ return {
+ "label": f"{name} ({j.get('script','LLM')})",
+ "desc": NODE_DESC.get(desc_key, ""),
+ "status": j.get("last_status", "unknown"),
+ "pipes": [{
+ "name": j.get("name", ""),
+ "script": j.get("script", ""),
+ "schedule": j.get("schedule", {}).get("display", str(j.get("schedule", ""))),
+ "status": j.get("last_status", "unknown"),
+ "last_run": (j.get("last_run_at", "") or "")[:16] if j.get("last_run_at") else "",
+ "type": "no_agent" if j.get("no_agent") else "LLM",
+ "profile": j.get("profile", "?"),
+ }]
+ }
+
+ tree = {
+ "label": "MoFin 系统",
+ "status": "ok",
+ "children": [
+ {"label": "数据采集", "status": "ok", "children": [
+ {"label": "市场快照", "status": "ok"},
+ {"label": "宏观新闻", "status": "ok"},
+ {"label": "价格监控", "status": "ok"},
+ {"label": "小果扫描", "status": "ok"},
+ {"label": "资金流采集", "status": "ok"},
+ {"label": "宏观上下文刷新", "status": "ok"},
+ ]},
+ {"label": "策略分析", "status": "ok", "children": [
+ {"label": "策略重评", "status": "ok"},
+ {"label": "持仓自选新鲜度检查", "status": "ok"},
+ {"label": "自选买入区提醒", "status": "ok"},
+ {"label": "策略评估", "status": "ok"},
+ {"label": "分支自成长", "status": "ok"},
+ {"label": "元自成长", "status": "ok"},
+ ]},
+ {"label": "推荐推送", "status": "ok", "children": [
+ {"label": "MoFin盘前中监控", "status": "ok"},
+ {"label": "MoFin午后监控", "status": "ok"},
+ {"label": "cron报告推XMPP", "status": "ok"},
+ {"label": "开盘简报", "status": "ok"},
+ {"label": "收盘简报", "status": "ok"},
+ {"label": "市场精选推荐", "status": "ok"},
+ ]},
+ {"label": "风险监控", "status": "ok", "children": [
+ {"label": "宏观风险扫描", "status": "ok"},
+ {"label": "宏观风险信号消费", "status": "ok"},
+ {"label": "跨市场背离检测", "status": "ok"},
+ ]},
+ {"label": "自检/审计", "status": "ok", "children": [
+ {"label": "系统全局审计", "status": "ok"},
+ {"label": "全局cron健康监控", "status": "ok"},
+ {"label": "重评管道审计", "status": "ok"},
+ {"label": "健康监控数据采集", "status": "ok"},
+ ]},
+ {"label": "执行/修复", "status": "ok", "children": [
+ {"label": "自愈执行器", "status": "ok"},
+ {"label": "策略质量门禁", "status": "ok"},
+ {"label": "自选自动清理", "status": "ok"},
+ {"label": "建议对账", "status": "ok"},
+ ]},
+ {"label": "持仓复查", "status": "ok", "children": [
+ {"label": "持仓基本面复查", "status": "ok"},
+ {"label": "策略复盘", "status": "ok"},
+ ]},
+ {"label": "信号消费", "status": "ok", "children": [
+ {"label": "小果情感分析", "status": "ok"},
+ {"label": "宏观风险信号消费-盘中", "status": "ok"},
+ ]},
+ ],
+ }
+
+ attach_pipes(tree)
+
+ # 收集所有未被任何规则匹配的cron，按名称自动归入类别
+ unmatched = [j for j in cron_jobs if j.get("name", "") not in matched_names]
+
+ # 按自动归类分组
+ cat_map = {}
+ for j in unmatched:
+ name = j.get("name", "")
+ assigned = False
+ for cat_name, keywords in AUTO_CATEGORIES:
+ if any(kw in name for kw in keywords):
+ cat_map.setdefault(cat_name, []).append(j)
+ assigned = True
+ break
+ if not assigned:
+ cat_map.setdefault("未分类", []).append(j)
+
+ # 将自动归类的cron追加到已有分类或创建新分类
+ for cat_name, jobs in sorted(cat_map.items()):
+ # 如果该分类已存在于树中，追加到其children
+ found = None
+ for child in tree["children"]:
+ if child["label"] == cat_name:
+ found = child
+ break
+ if found:
+ existing_labels = {c["label"] for c in found.get("children", [])}
+ for j in jobs:
+ lbl = j.get("name", "?")
+ if lbl not in existing_labels:
+ found["children"].append(make_cron_node(j))
+ existing_labels.add(lbl)
+ else:
+ tree["children"].append({
+ "label": cat_name,
+ "status": "ok",
+ "children": [make_cron_node(j) for j in jobs],
+ })
+
+ return tree
+
+def build_report():
+ cron_jobs = load_cron_jobs()
+ db_stats = get_db_stats()
+ flows = scan_data_flows()
+ script_health = check_scripts()
+
+ # ── 功能树（只显示知微的cron）──
+ zhiwei_crons = [j for j in cron_jobs if j.get("profile") == "position-analyst" or j.get("name") in [
+ "cron-推XMPP中继", "数据同步-dashboard", "记忆守卫-每日", "市场数据采集"
+ ]]
+ feature_tree = build_feature_tree(zhiwei_crons, db_stats)
+ # 递归计算节点状态
+ def calc_status(node):
+ if "children" in node:
+ for c in node["children"]:
+ calc_status(c)
+ statuses = [c["status"] for c in node["children"]]
+ if "fail" in statuses: node["status"] = "fail"
+ elif "warn" in statuses: node["status"] = "warn"
+ else: node["status"] = "ok"
+ calc_status(feature_tree)
+
+ # ── Tab 2: 数据实体表 ──
+ entities = []
+ for tname, cnt in sorted(db_stats.items()):
+ readers = flows["db_read"].get(tname, [])
+ writers = flows["db_write"].get(tname, [])
+ # 扫描器漏检的手动补录写入方
+ _manual_writers = {
+ "candidates": ["mofin_db", "market_screener"],
+ "candidate_score_history": ["mofin_db"],
+ "strategy_feedback": ["mofin_db", "server"],
+ "stock_daily": ["mofin_db"],
+ "stock_weekly": ["mofin_db"],
+ "stock_monthly": ["mofin_db"],
+ }
+ _manual_readers = {
+ "stock_weekly": ["multi_timeframe"],
+ "stock_monthly": ["multi_timeframe"],
+ "watchlist_log": ["watchlist_auto_exit", "mofin_db"],
+ }
+ if not writers and tname in _manual_writers:
+ writers = _manual_writers[tname]
+ if not readers and tname in _manual_readers:
+ readers = _manual_readers[tname]
+
+ # 数据流详细描述
+ flow_detail = FLOW_DETAIL.get(tname, {})
+
+ has_input = len(writers) > 0
+ has_output = len(readers) > 0
+ # 排除系统表
+ is_system = tname.startswith("sqlite_") or tname.startswith("_")
+ if is_system:
+ continue
+ # 数据流状态：healthy / write_only / read_only / orphan
+ if has_input and has_output:
+ flow_status = "healthy"
+ elif has_input and not has_output:
+ flow_status = "write_only"
+ elif not has_input and has_output:
+ flow_status = "read_only"
+ else:
+ flow_status = "orphan"
+ entities.append({
+ "name": tname,
+ "desc": TABLES_DESC.get(tname, ""),
+ "rows": cnt,
+ "readers": readers[:10],
+ "writers": writers[:10],
+ "has_input": has_input,
+ "has_output": has_output,
+ "orphan": flow_status in ("orphan", "read_only", "write_only"),
+ "flow_status": flow_status,
+ "warn": flow_status != "healthy",
+ "flow_detail": flow_detail,
+ })
+
+ # JSON文件
+ # 已迁移到DB的旧JSON文件：不再报"无读取方"假警报，真实健康信号看DB表新鲜度
+ MIGRATED_TO_DB = {
+ "multi_tf_cache.json": "mtf_cache",
+ "macro_context.json": "macro_context_log",
+ "market.json": "market_snapshots",
+ "live_prices.json": "live_prices",
+ "price_history.json": "price_events",
+ "macro_risk_state.json": "macro_context_log",
+ }
+ json_entities = []
+ for jf in sorted(WEB_DATA.glob("*.json")):
+ if jf.name == "stocks": continue
+ if jf.stem.startswith("temp_"): continue
+ readers = flows["json_read"].get(jf.name, [])
+ size = jf.stat().st_size / 1024
+ migrated = MIGRATED_TO_DB.get(jf.name)
+ desc = JSON_DESC.get(jf.name, "")
+ if migrated:
+ desc = (desc + " " if desc else "") + f"(已迁移到DB表 {migrated}，此为遗留文件)"
+ json_entities.append({
+ "name": jf.name,
+ "desc": desc,
+ "size_kb": round(size, 1),
+ "readers": readers[:10],
+ "writers": [], # 难以精确追踪
+ "last_modified": datetime.fromtimestamp(jf.stat().st_mtime).strftime("%m-%d %H:%M"),
+ "warn": (len(readers) == 0 and jf.name not in ("portfolio.json", "market.json")
+ and not migrated),
+ "migrated_to_db": migrated or None,
+ })
+
+ # ── DB表新鲜度：真实数据管道健康信号（替代对遗留JSON文件的mtime检查）──
+ # 注意：活跃数据在 /home/hmo/MoFin/data/mofin.db（live_prices/mtf_cache 今日有写入），
+ # 不用 get_conn()（它指向 web-dashboard 的库，那边部分表是旧的）
+ db_freshness = []
+ FRESHNESS_TABLES = [
+ ("mtf_cache", "updated_at", "多周期均线缓存"),
+ ("macro_context_log", "created_at", "宏观上下文"),
+ ("market_snapshots", "created_at", "市场快照"),
+ ("live_prices", "updated_at", "实时价格"),
+ ("price_events", "created_at", "价格事件"),
+ ]
+ try:
+ _fc = sqlite3.connect("/home/hmo/MoFin/data/mofin.db", timeout=10)
+ for tname, tcol, label in FRESHNESS_TABLES:
+ try:
+ row = _fc.execute(
+ f"SELECT MAX({tcol}) FROM {tname}").fetchone()
+ if row and row[0]:
+ last_dt = datetime.fromisoformat(str(row[0]).replace("Z", ""))
+ age_h = (now - last_dt).total_seconds() / 3600
+ db_freshness.append({
+ "table": tname, "label": label,
+ "last_record": last_dt.strftime("%m-%d %H:%M"),
+ "age_hours": round(age_h, 1),
+ "warn": age_h > 24,
+ })
+ else:
+ db_freshness.append({"table": tname, "label": label,
+ "last_record": None, "age_hours": -1, "warn": True})
+ except Exception:
+ pass # 表不存在或列名不同，跳过
+ _fc.close()
+ except Exception:
+ pass
+
+ # price_events 特殊处理：活跃存储是 price_events.json（price_monitor 实时写入），
+ # DB 表是旧遗留。读 JSON 最后一条事件的时间。
+ try:
+ _pe_path = Path("/home/hmo/web-dashboard/data/price_events.json")
+ if _pe_path.exists():
+ _pe = json.loads(_pe_path.read_text(encoding="utf-8"))
+ _items = _pe if isinstance(_pe, list) else _pe.get("events", [])
+ if _items:
+ _last = _items[-1]
+ _ts = _last.get("timestamp") or _last.get("created_at") or ""
+ _dt = datetime.fromisoformat(str(_ts).replace("Z", ""))
+ _age = (now - _dt).total_seconds() / 3600
+ # 替换 db_freshness 里 price_events 那条（DB 旧数据）
+ db_freshness = [f for f in db_freshness if f["table"] != "price_events"]
+ db_freshness.append({
+ "table": "price_events.json", "label": "价格事件",
+ "last_record": _dt.strftime("%m-%d %H:%M"),
+ "age_hours": round(_age, 1),
+ "warn": _age > 24,
+ })
+ except Exception:
+ pass
+
+ # ── Tab 3: 流程/cron映射 ──
+ pipelines = []
+ for j in sorted(cron_jobs, key=lambda x: x.get("name","")):
+ if not j.get("enabled", True):
+ continue
+ name = j.get("name", "?")
+ script = j.get("script", "")
+ status = j.get("last_status", "unknown")
+ last_run = str(j.get("last_run_at", ""))[:19]
+ schedule = j.get("schedule", {}).get("display", str(j.get("schedule","")))
+ no_agent = j.get("no_agent", False)
+ pipelines.append({
+ "name": name,
+ "type": "no_agent" if no_agent else "LLM",
+ "script": script,
+ "schedule": schedule,
+ "status": status,
+ "last_run": last_run,
+ "profile": j.get("profile", "?"),
+ })
+
+ # ── 写JSON ──
+ report = {
+ "generated_at": now.strftime("%Y-%m-%d %H:%M:%S"),
+ "feature_tree": feature_tree,
+ "entities": entities,
+ "json_files": json_entities,
+ "pipelines": pipelines,
+ "db_freshness": db_freshness,
+ }
+ out_path = WEB_DATA / "mofin_health.json"
+ with open(out_path, "w") as f:
+ json.dump(report, f, ensure_ascii=False, indent=2)
+ # 也写到static目录供dashboard直接serve
+ with open(STATIC_DIR / "mofin_health.json", "w") as f:
+ json.dump(report, f, ensure_ascii=False, indent=2)
+ print(f"[SILENT] mofin_health.json written ({len(entities)} entities, {len(pipelines)} pipelines)")
+
+if __name__ == "__main__":
+ build_report()
diff --git a/deploy/profile-scripts/premarket_full_review.py b/deploy/profile-scripts/premarket_full_review.py
index 2a8a9319..a8c1060b 100644
--- a/deploy/profile-scripts/premarket_full_review.py
+++ b/deploy/profile-scripts/premarket_full_review.py
@@ -1,64 +1,59 @@
-#!/usr/bin/env python3
-"""premarket_full_review.py — 盘前全量重评
-
-执行顺序：
-1. regenerate_all() 全量技术参数重评（持仓+自选）
-2. batch_reassess.py --type holding --today 持仓12维LLM分析（每日强制刷新）
-3. watchlist_auto_exit() 自选退出检查
-4. 输出摘要
-
-调度：交易日 08:10（A股09:30开盘）
-"""
-import sys, os, json
-sys.path.insert(0, '/home/hmo/MoFin')
-
-# Step 1: 全量技术参数重评
-print("=" * 50)
-print("📊 盘前全量重评开始")
-print("=" * 50)
-from strategy_lifecycle import regenerate_all
-result = regenerate_all(stdout=True)
-print(f"\n重评完成: {result.get('ok',0)}/{result.get('total',0)}成功")
-
-# Step 1.5: 持仓 12 维 LLM 深度分析（每日强制，14只约8-10分钟）
-print("\n" + "=" * 50)
-print("🧠 持仓12维LLM分析（每日强制刷新）")
-print("=" * 50)
-import subprocess as _sp
-analysis_result = {"ok": 0, "fail": 0, "skip": 0}
-try:
- r = _sp.run(
- ["python3", "/home/hmo/.hermes/profiles/position-analyst/scripts/batch_reassess.py",
- "--type", "holding", "--today"],
- capture_output=True, text=True, timeout=3600)
- print(r.stdout[-2000:] if len(r.stdout) > 2000 else r.stdout)
- if r.returncode != 0 and r.stderr:
- print(f"⚠️ stderr: {r.stderr[:300]}")
- # 从输出尾部解析统计
- import re as _re
- m = _re.search(r"完成: (\d+)成功, (\d+)失败, (\d+)跳过", r.stdout)
- if m:
- analysis_result = {"ok": int(m.group(1)), "fail": int(m.group(2)), "skip": int(m.group(3))}
-except Exception as e:
- print(f"⚠️ 12维分析步骤异常: {e}")
-
-# Step 2: 自选退出
-print("\n" + "=" * 50)
-print("🔍 自选退出检查")
-print("=" * 50)
-from scripts.watchlist_auto_exit import main as auto_exit
-exited = auto_exit(dry_run=False)
-
-# Step 3: 写入摘要供开盘简报引用
-summary = {
- "premarket_at": __import__('datetime').datetime.now().isoformat(),
- "reassess": result,
- "llm_analysis_12d": analysis_result,
- "auto_exit": [{"code": c, "name": n, "reason": r} for c, n, s, r in exited],
- "total_kept": result.get('total', 0) - len(exited),
-}
-os.makedirs("/tmp/mofin_premarket", exist_ok=True)
-with open("/tmp/mofin_premarket/summary.json", "w") as f:
- json.dump(summary, f, ensure_ascii=False, indent=2)
-
-print(f"\n✅ 盘前重评完毕")
+#!/usr/bin/env python3
+"""premarket_full_review.py — 盘前全量重评
+
+执行顺序：
+1. regenerate_all() 全量技术参数重评（持仓+自选）
+2. batch_reassess.py --type holding --today 持仓12维LLM分析（每日强制刷新）
+3. watchlist_auto_exit() 自选退出检查
+4. 输出摘要
+
+调度：交易日 08:10（A股09:30开盘）
+"""
+import sys, os, json
+sys.path.insert(0, '/home/hmo/MoFin')
+
+# Step 1: 全量技术参数重评
+print("=" * 50)
+print("📊 盘前全量重评开始")
+print("=" * 50)
+from strategy_lifecycle import regenerate_all
+result = regenerate_all(stdout=True)
+print(f"\n重评完成: {result.get('ok',0)}/{result.get('total',0)}成功")
+
+# Step 1.5: 持仓 12 维 LLM 深度分析——后台分离执行（12-40分钟，不能阻塞 cron 的 120s 超时）
+print("\n" + "=" * 50)
+print("🧠 持仓12维LLM分析（后台分离启动）")
+print("=" * 50)
+import subprocess as _sp
+analysis_result = {"mode": "detached"}
+try:
+ _log = open("/tmp/holdings_12d_daily.log", "a")
+ _sp.Popen(
+ ["python3", "/home/hmo/.hermes/profiles/position-analyst/scripts/batch_reassess.py",
+ "--type", "holding", "--today"],
+ stdout=_log, stderr=_log, start_new_session=True)
+ print(" ✅ 12维分析已后台启动，日志: /tmp/holdings_12d_daily.log（结果落DB，不阻塞盘前流程）")
+except Exception as e:
+ print(f" ⚠️ 12维分析启动失败: {e}")
+ analysis_result = {"mode": "detached", "error": str(e)[:100]}
+
+# Step 2: 自选退出
+print("\n" + "=" * 50)
+print("🔍 自选退出检查")
+print("=" * 50)
+from scripts.watchlist_auto_exit import main as auto_exit
+exited = auto_exit(dry_run=False)
+
+# Step 3: 写入摘要供开盘简报引用
+summary = {
+ "premarket_at": __import__('datetime').datetime.now().isoformat(),
+ "reassess": result,
+ "llm_analysis_12d": analysis_result,
+ "auto_exit": [{"code": c, "name": n, "reason": r} for c, n, s, r in exited],
+ "total_kept": result.get('total', 0) - len(exited),
+}
+os.makedirs("/tmp/mofin_premarket", exist_ok=True)
+with open("/tmp/mofin_premarket/summary.json", "w") as f:
+ json.dump(summary, f, ensure_ascii=False, indent=2)
+
+print(f"\n✅ 盘前重评完毕")
diff --git a/deploy/profile-scripts/price_monitor.py b/deploy/profile-scripts/price_monitor.py
index 5c1a3641..3532f0d7 100644
--- a/deploy/profile-scripts/price_monitor.py
+++ b/deploy/profile-scripts/price_monitor.py
@@ -1,742 +1,742 @@
-#!/usr/bin/env python3
-"""price_monitor.py — 高频价格监控脚本（批量版）
-规则：进入区间报一次，离开区间报一次，中间不重复。
-每次运行时一次性刷新所有持仓+自选股的实时价。
-"""
-import urllib.request
-import os, sys, time, json
-import sqlite3
-from datetime import datetime
-
-from mo_data import read_decisions
-
-BREACH_PATH = "/home/hmo/.hermes/zone_breach.json"
-STATE_PATH = "/home/hmo/.hermes/price_trigger_state.json"
-EVENTS_PATH = "/home/hmo/web-dashboard/data/price_events.json"
-
-# DB 模块（同步实时价到 mofin.db）
-sys.path.insert(0, "/home/hmo/MoFin")
-try:
- from mofin_db import get_conn, DB_PATH
- from mo_models import calc_total_mv, calc_total_assets
- HAS_DB = True
-except ImportError:
- HAS_DB = False
-
-# 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, 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):
- """腾讯批量行情API：一次请求拉取所有股票（A股+港股）
- A股：sh600110 / sz000001
- 港股：hk00700
- 返回 {code: (price, change, change_pct)}
- """
- if not codes:
- return {}
-
- # 构建批量查询串
- symbols = []
- code_map = {} # symbol -> original_code
- for code in codes:
- code_s = str(code).strip()
- if len(code_s) == 6:
- # A股：沪市以5/6/9开头，深市以0/3开头
- if code_s.startswith(('5', '6', '9')):
- sym = f"sh{code_s}"
- else:
- sym = f"sz{code_s}"
- else:
- sym = f"hk{code_s}"
- symbols.append(sym)
- code_map[sym] = code_s
-
- url = f"http://qt.gtimg.cn/q={','.join(symbols)}"
- try:
- req = urllib.request.Request(url, headers={"User-Agent": UA})
- with urllib.request.urlopen(req, timeout=10) as r:
- text = r.read().decode("gbk")
- except Exception as e:
- print(f"⚠️ 批量拉取失败: {e}", file=sys.stderr)
- return {}
-
- results = {}
- for line in text.strip().split("\n"):
- line = line.strip()
- if not line or "=" not in line:
- continue
- try:
- # 格式: v_sh600110="1~诺德股份~600110~11.84~11.90~..."
- raw_value = line.split("=", 1)[1].strip().strip('"').strip(";")
- fields = raw_value.split("~")
- if len(fields) < 6:
- continue
- sym = line.split("=", 1)[0].strip().lstrip("v_")
- orig_code = code_map.get(sym)
- if not orig_code:
- continue
- price = float(fields[3]) if fields[3] else 0
- prev_close = float(fields[4]) if fields[4] else 0
- change = price - prev_close if prev_close > 0 else 0
- change_pct = fields[32] if len(fields) > 32 and fields[32] else "0"
- results[orig_code] = (price, change, change_pct)
- except (ValueError, IndexError):
- continue
-
- return results
-
-
-def refresh_data_prices():
- """一次性刷新所有持仓+自选股的实时价（完全DB版，不写JSON）"""
- all_codes = set()
-
- # 从DB读所有需要拉取价格的代码
- try:
- conn = get_conn()
- for r in conn.execute("SELECT code FROM holdings WHERE is_active=1"):
- all_codes.add(r['code'])
- for r in conn.execute("SELECT code FROM watchlist_stocks"):
- all_codes.add(r['code'])
- for r in conn.execute("SELECT code FROM holding_strategies WHERE status='active'"):
- all_codes.add(r['code'])
- conn.close()
- except Exception as e:
- print(f"⚠️ 从DB读代码失败: {e}", file=sys.stderr)
- return 0
-
- if not all_codes:
- return 0
-
- # 一次性批量拉取
- prices = fetch_all_prices(list(all_codes))
- updated = len(prices)
-
- # === 弹性同步实时价到 mofin.db ===
- # 防死锁策略（经2026-07-14 WAL死锁复盘改进）：
- # ① 启动时 checkpoint WAL（清理残留事务）
- # ② 统一 BEGIN IMMEDIATE 包裹整个写操作
- # ③ 5次重试 + 指数退避: 1s → 2s → 4s → 8s → 16s（共~31s）
- # ④ get_conn() 的 busy_timeout=30000 保证等待上限
- # ⑤ 每个写操作检查返回值，任一失败立即 rollback + 重试
- # ⑥ try/finally 确保连接始终释放
- if HAS_DB and prices:
- # 先checkpoint一次，清理上次被kill残留的WAL
- try:
- c = get_conn()
- c.execute("PRAGMA wal_checkpoint(TRUNCATE)")
- c.close()
- except Exception:
- pass
-
- max_tries = 5
- conn = None
- for db_attempt in range(max_tries):
- try:
- conn = get_conn()
- # BEGIN IMMEDIATE 立即获取写锁——失败则等 busy_timeout(30s)
- conn.execute("BEGIN IMMEDIATE")
-
- # ── 构建 holdings 更新数据 ──
- db_holdings = []
- for r in conn.execute("SELECT * FROM holdings WHERE is_active=1"):
- h = dict(r)
- code = str(h.get('code', ''))
- if code in prices:
- price_val, _, change_pct = prices[code]
- if price_val > 0:
- h['price'] = round(price_val, 2)
- h['change_pct'] = float(change_pct) if change_pct else 0
- db_holdings.append(h)
-
- # ── 写 holdings 表 ──
- for h in db_holdings:
- currency = str(h.get('currency', 'CNY')).upper()
- if currency not in ('CNY', 'HKD'):
- raise ValueError(f"非法币种: {currency}")
- conn.execute("""
- INSERT INTO holdings (code, name, shares, cost, price, market_value,
- change_pct, currency, position_pct, added_at, is_active)
- VALUES (?,?,?,?,?,?,?,?,?,datetime('now','localtime'),1)
- ON CONFLICT(code) DO UPDATE SET
- name=excluded.name, shares=excluded.shares, cost=excluded.cost,
- price=excluded.price, market_value=excluded.market_value,
- change_pct=excluded.change_pct, currency=excluded.currency,
- position_pct=excluded.position_pct
- """, (
- h.get('code'), h.get('name'), h.get('shares', 0),
- h.get('cost'), h.get('price'),
- h.get('market_value'), h.get('change_pct'),
- h.get('currency', 'CNY'), h.get('position_pct'),
- ))
-
- # ── 写 portfolio_summary ──
- mv = calc_total_mv(db_holdings)
- existing = conn.execute(
- 'SELECT cash, frozen_cash FROM portfolio_summary WHERE id=1'
- ).fetchone()
- db_cash = existing['cash'] if existing else 0.0
- db_frozen = existing['frozen_cash'] if existing else 0.0
- assets = calc_total_assets({'holdings': db_holdings, 'cash': db_cash, 'frozen_cash': db_frozen})
- position_pct = round(mv / assets * 100, 2) if assets > 0 else 0
- conn.execute("""
- INSERT INTO portfolio_summary (id, total_assets, total_mv, stock_value,
- cash, frozen_cash, position_pct, total_pnl, currency, updated_at)
- VALUES (1,?,?,?,?,?,?,?,?,datetime('now','localtime'))
- ON CONFLICT(id) DO UPDATE SET
- total_assets=excluded.total_assets, total_mv=excluded.total_mv,
- stock_value=excluded.stock_value, cash=excluded.cash,
- frozen_cash=excluded.frozen_cash, position_pct=excluded.position_pct,
- total_pnl=excluded.total_pnl, currency=excluded.currency,
- updated_at=datetime('now','localtime')
- """, (
- assets, mv, mv, db_cash, db_frozen,
- position_pct, 0, 'CNY',
- ))
-
- # ── 写 live_prices ──
- for h in db_holdings:
- code = h.get('code', '')
- if code:
- p = h.get('price', 0)
- cp = h.get('change_pct', 0)
- conn.execute(
- "INSERT OR REPLACE INTO live_prices (code, price, change_pct, updated_at) "
- "VALUES (?,?,?,datetime('now','localtime'))",
- (code, p, cp)
- )
- # 补充策略股/自选股的价格（不在holdings中的）
- for code, pdata in prices.items():
- if code not in {h.get('code') for h in db_holdings}:
- price_val = pdata[0] if isinstance(pdata, (list, tuple)) else pdata.get('price', 0)
- cp_val = pdata[1] if isinstance(pdata, (list, tuple)) else pdata.get('change_pct', 0)
- conn.execute(
- "INSERT OR REPLACE INTO live_prices (code, price, change_pct, updated_at) "
- "VALUES (?,?,?,datetime('now','localtime'))",
- (code, price_val, cp_val)
- )
-
- conn.commit()
- conn.close()
- conn = None
- if db_attempt > 0:
- print(f"DB同步成功（第{db_attempt+1}次重试）")
- break # success
-
- except (sqlite3.OperationalError, sqlite3.DatabaseError) as e:
- if conn:
- try: conn.rollback()
- except Exception: pass
- try: conn.close()
- except Exception: pass
- conn = None
- err_str = str(e)
- if "locked" in err_str or "cannot commit" in err_str or "busy" in err_str:
- if db_attempt < max_tries - 1:
- wait = 2 ** db_attempt # 1, 2, 4, 8, 16
- print(f"⏳ DB锁(尝试{db_attempt+1}/{max_tries}): {e} → {wait}s后重试", file=sys.stderr)
- time.sleep(wait)
- else:
- print(f"❌ DB锁(重试{max_tries}次耗尽): {e}", file=sys.stderr)
- else:
- print(f"❌ DB错误: {e}", file=sys.stderr)
- break
- except Exception as e:
- if conn:
- try: conn.rollback()
- except Exception: pass
- try: conn.close()
- except Exception: pass
- conn = None
- print(f"⚠️ DB同步异常: {e}", file=sys.stderr)
- break
- else:
- # for-else: loop exhausted without break
- print("❌ DB同步失败（所有重试耗尽）", file=sys.stderr)
- # 尝试紧急 WAL checkpoint（释放死锁）
- try:
- c = sqlite3.connect(str(DB_PATH), timeout=1)
- c.execute("PRAGMA wal_checkpoint(TRUNCATE)")
- c.close()
- print(" ↪ 紧急WAL checkpoint完成", file=sys.stderr)
- except Exception as we:
- print(f" ↪ WAL checkpoint也失败: {we}", file=sys.stderr)
-
- return updated
-
-
-# ── 区间偏离检测 ──────────────────────────────────────────────────────────
-
-def load_state():
- try:
- with open(STATE_PATH) as f:
- return json.load(f)
- except:
- return {}
-
-def save_state(state):
- os.makedirs(os.path.dirname(STATE_PATH), exist_ok=True)
- with open(STATE_PATH, 'w') as f:
- json.dump(state, f, ensure_ascii=False, indent=2)
-
-def load_breaches():
- try:
- with open(BREACH_PATH) as f:
- return json.load(f)
- except:
- return {}
-
-def save_breaches(data):
- os.makedirs(os.path.dirname(BREACH_PATH), exist_ok=True)
- with open(BREACH_PATH, 'w') as f:
- json.dump(data, f, ensure_ascii=False, indent=2)
-
-
-def load_events():
- try:
- with open(EVENTS_PATH) as f:
- return json.load(f)
- except:
- return {"events": []}
-
-
-def save_events(events):
- os.makedirs(os.path.dirname(EVENTS_PATH), exist_ok=True)
- with open(EVENTS_PATH, 'w') as f:
- json.dump(events, f, ensure_ascii=False, indent=2)
-
-
-def record_event(code, name, event_type, price, trigger_value, event_label=""):
- """记录一次价格触发事件到 price_events.json"""
- events = load_events()
- now = datetime.now().isoformat()
- events["events"].append({
- "code": code,
- "name": name,
- "event_type": event_type, # entry_zone, stop_loss, take_profit, exit_zone
- "price": round(price, 2),
- "trigger_value": trigger_value,
- "event_label": event_label,
- "timestamp": now,
- "date": datetime.now().strftime("%Y-%m-%d"),
- })
- # 保留最近10000条
- events["events"] = events["events"][-10000:]
- save_events(events)
-
-
-def get_trigger_zones(trigger):
- """返回该trigger所有可监控的区间列表，跳过已执行的batch"""
- zones = []
- for key, label in [
- ("entry_zone", "加仓区间"),
- ("batch1_price", "试仓区间"),
- ("batch2_price", "加仓区间"),
- ("take_profit_zone", "止盈区间"),
- ("watch_low", "关注区间"),
- ("watch_high", "减仓区间"),
- ("watch_break", "止损区间")
- ]:
- status_key = key.replace("_price", "_status")
- if status_key in trigger and trigger[status_key] == "executed":
- continue
- val = trigger.get(key, "")
- if val and "~" in val:
- try:
- parts = val.split("~")
- lo, hi = float(parts[0]), float(parts[1])
- zones.append((key, label, lo, hi))
- except:
- pass
- sl = trigger.get("stop_loss", "")
- if sl:
- try:
- sl_price = float(sl) if isinstance(sl, (int, float)) else float(sl)
- zones.append(("stop_loss", "止损", 0, sl_price))
- except:
- pass
- return zones
-
-
-def _cleanup_lock():
- """清理进程锁文件"""
- try:
- os.remove("/tmp/price_monitor.lock")
- except Exception:
- pass
-
-def _handle_sigterm(signum, frame):
- """收到SIGTERM时清理锁文件后退出"""
- _cleanup_lock()
- sys.exit(0)
-
-def run_once(round_label=""):
- """执行一轮完整的监控流程"""
- import os, signal # 必须在开头import，否则os变量会被后面的局部import绑定覆盖
- signal.signal(signal.SIGTERM, _handle_sigterm)
- os.nice(10) # 降低优先级，避免与DB其他写操作抢占
- # ── 进程锁：同一时间只跑一个实例 ──
- _lk = "/tmp/price_monitor.lock"
- _pid = None
- try:
- with open(_lk) as _f:
- _pid = int(_f.read().strip())
- os.kill(_pid, 0)
- print(f"[LOCK] 已有实例(PID {_pid})在运行，跳过本轮", file=sys.stderr, flush=True)
- return
- except (FileNotFoundError, ProcessLookupError, ValueError):
- pass
- with open(_lk, "w") as _f:
- _f.write(str(os.getpid()))
-
- label = f" [{round_label}]" if round_label else ""
- start = time.time()
- TIME_BUDGET = 90 # 预留30s给输出和清理，90s内必须完成核心逻辑
-
- # === 第一步：一次性刷新所有价格 ===
- refreshed = refresh_data_prices()
-
- # === 第二步：检查触发条件 ===
- try:
- dec = read_decisions()
- except:
- print(f"❌{label} 无法读取decisions(DB)", file=sys.stderr)
- return
-
- active = [d for d in dec.get("decisions", []) if d.get("status") == "active"]
- state = load_state()
- outputs = []
- state_updated = False
- # 时间冷却：同股同区间30分钟内不重复推
- _push_cooldown = {}
- _cooldown_file = "/home/hmo/.hermes/.price_push_cooldown.json"
- try:
- import os
- if os.path.exists(_cooldown_file):
- with open(_cooldown_file) as _f:
- _push_cooldown = json.load(_f)
- except Exception:
- _push_cooldown = {}
-
- def _can_push(code, zone_key):
- now = time.time()
- key = f"{code}_{zone_key}"
- last = _push_cooldown.get(key, 0)
- if now - last < 1800: # 30分钟
- return False
- _push_cooldown[key] = now
- # 持久化写入
- try:
- with open(_cooldown_file, "w") as _f:
- json.dump(_push_cooldown, _f)
- except Exception:
- pass
- return True
-
- # 收集所有需要检查的代码
- check_codes = set()
- for d in active:
- trig = d.get("trigger", {})
- if trig:
- check_codes.add(d["code"])
-
- # 批量拉取这些股票的价格
- prices = fetch_all_prices(list(check_codes))
-
- for d in active:
- code = d["code"]
- trig = d.get("trigger", {})
- if not trig:
- continue
-
- zones = get_trigger_zones(trig)
- if not zones:
- continue
-
- price_info = prices.get(code)
- if not price_info:
- continue
- price, _, _ = price_info
- if price == 0:
- continue
-
- name = d.get("name", code)
- if code not in state:
- state[code] = {}
-
- # 时间预算检查：如果超时，跳过重评只做状态记录
- _budget_low = (time.time() - start) > TIME_BUDGET
-
- for key, label, lo, hi in zones:
- in_zone = lo <= price <= hi
- prev_in_zone = state[code].get(key, None)
-
- if in_zone and prev_in_zone != True:
- 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（时间不够则直接推原始告警）
- if _budget_low:
- outputs.append(f" 📨 止损触发(超时跳过重评)→已推送Dad")
- if _can_push(code, "stop_loss"):
- push_to_xmpp(f"⚠️ {name}({code}) {price} → 跌破止损{hi}！")
- else:
- 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 timing_signal in ("卖出","止盈"):
- buy_lo = d.get("entry_low", 0)
- buy_hi = d.get("entry_high", 0)
- rr = result.get("rr_ratio", 0)
- if _can_push(code, "stop_loss"):
- msg = f"🔔 {name}({code}) 价{price}→触发操作区间{max(buy_lo,0):.2f}~{buy_hi:.2f}，已触发重评|RR={rr}"
- 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:
- batch_shares = trig.get(key.replace("_price", "_shares"), "")
- action = trig.get(key.replace("_price", "_action"), "")
- if batch_shares:
- extra = f" {action}{batch_shares}股" if action else f" {batch_shares}股"
- elif key in ("take_profit_zone",):
- act = trig.get("take_profit_action", "")
- if act:
- 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（时间不够则跳过重评直接推原始告警）
- if _budget_low:
- if _can_push(code, key):
- push_to_xmpp(f"⚡ {name}({code}) {price} → 进入{label}{lo}~{hi}")
- outputs.append(f" 📨 区间触发(超时跳过重评)→已推送Dad")
- else:
- 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", "")
- # 格式化区间描述（止盈区lo=0时美化显示）
- if key == "take_profit_zone" and lo == 0:
- zone_desc = f"止盈监控(目标{hi:.0f})"
- else:
- zone_desc = f"操作区间{lo}~{hi}"
- if "买入" in timing_signal or "加仓" in timing_signal or timing_signal in ("卖出","止盈"):
- rr = result.get("rr_ratio", 0)
- if _can_push(code, key):
- msg = f"🔔 {name}({code}) 价{price}→触发{zone_desc}，已触发重评|RR={rr}"
- push_to_xmpp(msg)
- outputs.append(f" 📨 区间触发重评→已推送Dad: {action}")
- else:
- reason = f"重评结果:{timing_signal}，不构成操作建议"
- outputs.append(f" 📋 本地日志(不推): {reason}")
- except Exception as e:
- outputs.append(f" ⚠️ 区间重评失败: {e}")
- state[code][key] = True
- state_updated = True
-
- elif not in_zone and prev_in_zone == True:
- if key != "stop_loss":
- outputs.append(f"📌 {name}({code}) {price} → 离开{label}{lo}~{hi}")
- state[code][key] = False
- state_updated = True
-
- # === 第三步：买入区偏离检测 + 自动重评 ===
- reassesed_codes = []
- # 先做急跌检测（仅持仓，自选股不推送暴跌告警）
- holdings_codes = {d["code"] for d in active if d.get("shares", 0) > 0}
- for d in active:
- code = d["code"]
- # 非持仓跳过
- if code not in holdings_codes:
- continue
- name = d.get("name", code)
- price_info = prices.get(code)
- if not price_info:
- continue
- price, _, change_pct = price_info
- if price == 0:
- continue
- # 单日跌幅>7%告警（不依赖zone边界，盘中急跌即触发）
- try:
- cp = float(change_pct) if change_pct else 0
- except:
- cp = 0
- if cp <= -7:
- prev_alert = state.get(code, {}).get("__sharp_decline_triggered", False)
- if not prev_alert:
- stop_loss = d.get("stop_loss", 0)
- sl_note = f" 止损{stop_loss}" if stop_loss else ""
- msg = f"🔻 {name}({code}) {price} 暴跌{cp:.1f}%！{sl_note}"
- push_to_xmpp(msg)
- outputs.append(msg)
- state.setdefault(code, {})["__sharp_decline_triggered"] = True
- state_updated = True
- # 立即持久化，防止后续超时导致状态丢失而重复推送
- save_state(state)
- elif cp > -5:
- # 反弹后清除告警标记，下次再跌还能报
- state.setdefault(code, {}).pop("__sharp_decline_triggered", None)
-
- for d in active:
- code = d["code"]
- name = d.get("name", code)
- price_info = prices.get(code)
- if not price_info:
- continue
- price, _, _ = price_info
- if price == 0:
- continue
-
- # 从 decisions (DB holding_strategies) 中读取 analysis 的买入区
- entry_low = d.get("entry_low", 0)
- entry_high = d.get("entry_high", 0)
- if not entry_low or not entry_high:
- continue
-
- in_buy_zone = entry_low <= price <= entry_high
- prev_in_buy_zone = state.get(code, {}).get("__buy_zone", None)
-
- # 状态变化时才触发
- if in_buy_zone and prev_in_buy_zone == False:
- # 重新进入买入区 → 重评确认区间是否仍然有效
- outputs.append(f"🔄 {name}({code}) {price} → 重新进入买入区{entry_low}~{entry_high}，触发技术面重评")
- do_reassess = True
- elif not in_buy_zone and prev_in_buy_zone == True:
- # 离开买入区 → 立即重评，更新止损/止盈/区间
- outputs.append(f"🔄 {name}({code}) {price} → 离开买入区{entry_low}~{entry_high}，立即技术面重评")
- do_reassess = True
- else:
- do_reassess = False
-
- if do_reassess and HAS_REASSESS:
- try:
- cost = d.get("cost", 0) or 0
- shares = d.get("shares", 0) or 0
- profit_pct = (price - cost) / cost * 100 if cost else 0
- is_deep_loss = profit_pct < -20
- sentiment = "neutral"
- if d.get("tech_snapshot"):
- if "bearish" in d["tech_snapshot"]:
- sentiment = "bearish"
- elif "bullish" in d["tech_snapshot"]:
- sentiment = "bullish"
-
- # 调用技术面驱动重评（非机械百分比）
- result = reassess_strategy(
- code, name, price, cost, shares,
- current_action=d.get("action", ""),
- volume_signal="中性", sentiment=sentiment,
- )
- outputs.append(f" 📊 新策略: 损{result['stop_loss']} 盈{result['take_profit']} 区{result['entry_low']}~{result['entry_high']} RR={result['rr_ratio']}")
- reassesed_codes.append(code)
- except Exception as e:
- outputs.append(f" ⚠️ 重评失败: {e}")
-
- # 更新买入区状态
- if "__buy_zone" not in state.get(code, {}):
- if code not in state:
- state[code] = {}
- state[code]["__buy_zone"] = in_buy_zone
- state_updated = True
-
- # 如果有重评过的股票，更新 DB holding_strategies（此前写入 decisions.json，已废弃）
- if reassesed_codes and HAS_REASSESS:
- # ── 5分钟冷却：regenerate_all 开销太大，不每2分钟跑一次 ──
- _regen_marker = "/tmp/price_monitor_regen_at"
- _skip_regen = False
- try:
- if os.path.exists(_regen_marker):
- with open(_regen_marker) as _f:
- _last_regen = float(_f.read().strip())
- if time.time() - _last_regen < 300:
- _skip_regen = True
- except:
- pass
-
- if _skip_regen:
- outputs.append(f" ⏭ 跳过全量重评（距上次<5min），下次再跑")
- else:
- try:
- from strategy_lifecycle import regenerate_all
- r = regenerate_all(stdout=False)
- outputs.append(f" ✅ 策略已全量重评: {r.get('ok',0)}/{r.get('total',0)}成功")
- outputs.append(f" 📌 触发股票: {', '.join(reassesed_codes)}")
- try:
- with open(_regen_marker, "w") as _f:
- _f.write(str(time.time()))
- except:
- pass
- except Exception as e:
- outputs.append(f" ⚠️ 全量重评失败: {e}")
-
- # === 第四步：输出 ===
- now_str = datetime.now().strftime("%H:%M:%S")
- elapsed = time.time() - start
-
- if outputs:
- print(f"\n🔔 {now_str}{label}")
- for o in outputs:
- print(o)
- print(f"\n{json.dumps({'type':'价格监控','time':now_str,'triggers':outputs}, ensure_ascii=False)}")
- else:
- # 无触发时 SILENT（中继不推送）
- print(f"[SILENT]{label} 价格正常 | {refreshed}只已刷新 | {elapsed:.1f}s")
-
- if state_updated:
- save_state(state)
-
- # 输出耗时
- print(f"⏱{label} {elapsed:.1f}s", flush=True)
-
- # 清理进程锁
- try:
- os.remove("/tmp/price_monitor.lock")
- except Exception:
- pass
-
-
-def main():
- """每cron触发跑一轮"""
- run_once()
-
-
-if __name__ == "__main__":
- main()
+#!/usr/bin/env python3
+"""price_monitor.py — 高频价格监控脚本（批量版）
+规则：进入区间报一次，离开区间报一次，中间不重复。
+每次运行时一次性刷新所有持仓+自选股的实时价。
+"""
+import urllib.request
+import os, sys, time, json
+import sqlite3
+from datetime import datetime
+
+from mo_data import read_decisions
+
+BREACH_PATH = "/home/hmo/.hermes/zone_breach.json"
+STATE_PATH = "/home/hmo/.hermes/price_trigger_state.json"
+EVENTS_PATH = "/home/hmo/web-dashboard/data/price_events.json"
+
+# DB 模块（同步实时价到 mofin.db）
+sys.path.insert(0, "/home/hmo/MoFin")
+try:
+ from mofin_db import get_conn, DB_PATH
+ from mo_models import calc_total_mv, calc_total_assets
+ HAS_DB = True
+except ImportError:
+ HAS_DB = False
+
+# 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, 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):
+ """腾讯批量行情API：一次请求拉取所有股票（A股+港股）
+ A股：sh600110 / sz000001
+ 港股：hk00700
+ 返回 {code: (price, change, change_pct)}
+ """
+ if not codes:
+ return {}
+
+ # 构建批量查询串
+ symbols = []
+ code_map = {} # symbol -> original_code
+ for code in codes:
+ code_s = str(code).strip()
+ if len(code_s) == 6:
+ # A股：沪市以5/6/9开头，深市以0/3开头
+ if code_s.startswith(('5', '6', '9')):
+ sym = f"sh{code_s}"
+ else:
+ sym = f"sz{code_s}"
+ else:
+ sym = f"hk{code_s}"
+ symbols.append(sym)
+ code_map[sym] = code_s
+
+ url = f"http://qt.gtimg.cn/q={','.join(symbols)}"
+ try:
+ req = urllib.request.Request(url, headers={"User-Agent": UA})
+ with urllib.request.urlopen(req, timeout=10) as r:
+ text = r.read().decode("gbk")
+ except Exception as e:
+ print(f"⚠️ 批量拉取失败: {e}", file=sys.stderr)
+ return {}
+
+ results = {}
+ for line in text.strip().split("\n"):
+ line = line.strip()
+ if not line or "=" not in line:
+ continue
+ try:
+ # 格式: v_sh600110="1~诺德股份~600110~11.84~11.90~..."
+ raw_value = line.split("=", 1)[1].strip().strip('"').strip(";")
+ fields = raw_value.split("~")
+ if len(fields) < 6:
+ continue
+ sym = line.split("=", 1)[0].strip().lstrip("v_")
+ orig_code = code_map.get(sym)
+ if not orig_code:
+ continue
+ price = float(fields[3]) if fields[3] else 0
+ prev_close = float(fields[4]) if fields[4] else 0
+ change = price - prev_close if prev_close > 0 else 0
+ change_pct = fields[32] if len(fields) > 32 and fields[32] else "0"
+ results[orig_code] = (price, change, change_pct)
+ except (ValueError, IndexError):
+ continue
+
+ return results
+
+
+def refresh_data_prices():
+ """一次性刷新所有持仓+自选股的实时价（完全DB版，不写JSON）"""
+ all_codes = set()
+
+ # 从DB读所有需要拉取价格的代码
+ try:
+ conn = get_conn()
+ for r in conn.execute("SELECT code FROM holdings WHERE is_active=1"):
+ all_codes.add(r['code'])
+ for r in conn.execute("SELECT code FROM watchlist_stocks"):
+ all_codes.add(r['code'])
+ for r in conn.execute("SELECT code FROM holding_strategies WHERE status='active'"):
+ all_codes.add(r['code'])
+ conn.close()
+ except Exception as e:
+ print(f"⚠️ 从DB读代码失败: {e}", file=sys.stderr)
+ return 0
+
+ if not all_codes:
+ return 0
+
+ # 一次性批量拉取
+ prices = fetch_all_prices(list(all_codes))
+ updated = len(prices)
+
+ # === 弹性同步实时价到 mofin.db ===
+ # 防死锁策略（经2026-07-14 WAL死锁复盘改进）：
+ # ① 启动时 checkpoint WAL（清理残留事务）
+ # ② 统一 BEGIN IMMEDIATE 包裹整个写操作
+ # ③ 5次重试 + 指数退避: 1s → 2s → 4s → 8s → 16s（共~31s）
+ # ④ get_conn() 的 busy_timeout=30000 保证等待上限
+ # ⑤ 每个写操作检查返回值，任一失败立即 rollback + 重试
+ # ⑥ try/finally 确保连接始终释放
+ if HAS_DB and prices:
+ # 先checkpoint一次，清理上次被kill残留的WAL
+ try:
+ c = get_conn()
+ c.execute("PRAGMA wal_checkpoint(TRUNCATE)")
+ c.close()
+ except Exception:
+ pass
+
+ max_tries = 5
+ conn = None
+ for db_attempt in range(max_tries):
+ try:
+ conn = get_conn()
+ # BEGIN IMMEDIATE 立即获取写锁——失败则等 busy_timeout(30s)
+ conn.execute("BEGIN IMMEDIATE")
+
+ # ── 构建 holdings 更新数据 ──
+ db_holdings = []
+ for r in conn.execute("SELECT * FROM holdings WHERE is_active=1"):
+ h = dict(r)
+ code = str(h.get('code', ''))
+ if code in prices:
+ price_val, _, change_pct = prices[code]
+ if price_val > 0:
+ h['price'] = round(price_val, 2)
+ h['change_pct'] = float(change_pct) if change_pct else 0
+ db_holdings.append(h)
+
+ # ── 写 holdings 表 ──
+ for h in db_holdings:
+ currency = str(h.get('currency', 'CNY')).upper()
+ if currency not in ('CNY', 'HKD'):
+ raise ValueError(f"非法币种: {currency}")
+ conn.execute("""
+ INSERT INTO holdings (code, name, shares, cost, price, market_value,
+ change_pct, currency, position_pct, added_at, is_active)
+ VALUES (?,?,?,?,?,?,?,?,?,datetime('now','localtime'),1)
+ ON CONFLICT(code) DO UPDATE SET
+ name=excluded.name, shares=excluded.shares, cost=excluded.cost,
+ price=excluded.price, market_value=excluded.market_value,
+ change_pct=excluded.change_pct, currency=excluded.currency,
+ position_pct=excluded.position_pct
+ """, (
+ h.get('code'), h.get('name'), h.get('shares', 0),
+ h.get('cost'), h.get('price'),
+ h.get('market_value'), h.get('change_pct'),
+ h.get('currency', 'CNY'), h.get('position_pct'),
+ ))
+
+ # ── 写 portfolio_summary ──
+ mv = calc_total_mv(db_holdings)
+ existing = conn.execute(
+ 'SELECT cash, frozen_cash FROM portfolio_summary WHERE id=1'
+ ).fetchone()
+ db_cash = existing['cash'] if existing else 0.0
+ db_frozen = existing['frozen_cash'] if existing else 0.0
+ assets = calc_total_assets({'holdings': db_holdings, 'cash': db_cash, 'frozen_cash': db_frozen})
+ position_pct = round(mv / assets * 100, 2) if assets > 0 else 0
+ conn.execute("""
+ INSERT INTO portfolio_summary (id, total_assets, total_mv, stock_value,
+ cash, frozen_cash, position_pct, total_pnl, currency, updated_at)
+ VALUES (1,?,?,?,?,?,?,?,?,datetime('now','localtime'))
+ ON CONFLICT(id) DO UPDATE SET
+ total_assets=excluded.total_assets, total_mv=excluded.total_mv,
+ stock_value=excluded.stock_value, cash=excluded.cash,
+ frozen_cash=excluded.frozen_cash, position_pct=excluded.position_pct,
+ total_pnl=excluded.total_pnl, currency=excluded.currency,
+ updated_at=datetime('now','localtime')
+ """, (
+ assets, mv, mv, db_cash, db_frozen,
+ position_pct, 0, 'CNY',
+ ))
+
+ # ── 写 live_prices ──
+ for h in db_holdings:
+ code = h.get('code', '')
+ if code:
+ p = h.get('price', 0)
+ cp = h.get('change_pct', 0)
+ conn.execute(
+ "INSERT OR REPLACE INTO live_prices (code, price, change_pct, updated_at) "
+ "VALUES (?,?,?,datetime('now','localtime'))",
+ (code, p, cp)
+ )
+ # 补充策略股/自选股的价格（不在holdings中的）
+ for code, pdata in prices.items():
+ if code not in {h.get('code') for h in db_holdings}:
+ price_val = pdata[0] if isinstance(pdata, (list, tuple)) else pdata.get('price', 0)
+ cp_val = pdata[1] if isinstance(pdata, (list, tuple)) else pdata.get('change_pct', 0)
+ conn.execute(
+ "INSERT OR REPLACE INTO live_prices (code, price, change_pct, updated_at) "
+ "VALUES (?,?,?,datetime('now','localtime'))",
+ (code, price_val, cp_val)
+ )
+
+ conn.commit()
+ conn.close()
+ conn = None
+ if db_attempt > 0:
+ print(f"DB同步成功（第{db_attempt+1}次重试）")
+ break # success
+
+ except (sqlite3.OperationalError, sqlite3.DatabaseError) as e:
+ if conn:
+ try: conn.rollback()
+ except Exception: pass
+ try: conn.close()
+ except Exception: pass
+ conn = None
+ err_str = str(e)
+ if "locked" in err_str or "cannot commit" in err_str or "busy" in err_str:
+ if db_attempt < max_tries - 1:
+ wait = 2 ** db_attempt # 1, 2, 4, 8, 16
+ print(f"⏳ DB锁(尝试{db_attempt+1}/{max_tries}): {e} → {wait}s后重试", file=sys.stderr)
+ time.sleep(wait)
+ else:
+ print(f"❌ DB锁(重试{max_tries}次耗尽): {e}", file=sys.stderr)
+ else:
+ print(f"❌ DB错误: {e}", file=sys.stderr)
+ break
+ except Exception as e:
+ if conn:
+ try: conn.rollback()
+ except Exception: pass
+ try: conn.close()
+ except Exception: pass
+ conn = None
+ print(f"⚠️ DB同步异常: {e}", file=sys.stderr)
+ break
+ else:
+ # for-else: loop exhausted without break
+ print("❌ DB同步失败（所有重试耗尽）", file=sys.stderr)
+ # 尝试紧急 WAL checkpoint（释放死锁）
+ try:
+ c = sqlite3.connect(str(DB_PATH), timeout=1)
+ c.execute("PRAGMA wal_checkpoint(TRUNCATE)")
+ c.close()
+ print(" ↪ 紧急WAL checkpoint完成", file=sys.stderr)
+ except Exception as we:
+ print(f" ↪ WAL checkpoint也失败: {we}", file=sys.stderr)
+
+ return updated
+
+
+# ── 区间偏离检测 ──────────────────────────────────────────────────────────
+
+def load_state():
+ try:
+ with open(STATE_PATH) as f:
+ return json.load(f)
+ except:
+ return {}
+
+def save_state(state):
+ os.makedirs(os.path.dirname(STATE_PATH), exist_ok=True)
+ with open(STATE_PATH, 'w') as f:
+ json.dump(state, f, ensure_ascii=False, indent=2)
+
+def load_breaches():
+ try:
+ with open(BREACH_PATH) as f:
+ return json.load(f)
+ except:
+ return {}
+
+def save_breaches(data):
+ os.makedirs(os.path.dirname(BREACH_PATH), exist_ok=True)
+ with open(BREACH_PATH, 'w') as f:
+ json.dump(data, f, ensure_ascii=False, indent=2)
+
+
+def load_events():
+ try:
+ with open(EVENTS_PATH) as f:
+ return json.load(f)
+ except:
+ return {"events": []}
+
+
+def save_events(events):
+ os.makedirs(os.path.dirname(EVENTS_PATH), exist_ok=True)
+ with open(EVENTS_PATH, 'w') as f:
+ json.dump(events, f, ensure_ascii=False, indent=2)
+
+
+def record_event(code, name, event_type, price, trigger_value, event_label=""):
+ """记录一次价格触发事件到 price_events.json"""
+ events = load_events()
+ now = datetime.now().isoformat()
+ events["events"].append({
+ "code": code,
+ "name": name,
+ "event_type": event_type, # entry_zone, stop_loss, take_profit, exit_zone
+ "price": round(price, 2),
+ "trigger_value": trigger_value,
+ "event_label": event_label,
+ "timestamp": now,
+ "date": datetime.now().strftime("%Y-%m-%d"),
+ })
+ # 保留最近10000条
+ events["events"] = events["events"][-10000:]
+ save_events(events)
+
+
+def get_trigger_zones(trigger):
+ """返回该trigger所有可监控的区间列表，跳过已执行的batch"""
+ zones = []
+ for key, label in [
+ ("entry_zone", "加仓区间"),
+ ("batch1_price", "试仓区间"),
+ ("batch2_price", "加仓区间"),
+ ("take_profit_zone", "止盈区间"),
+ ("watch_low", "关注区间"),
+ ("watch_high", "减仓区间"),
+ ("watch_break", "止损区间")
+ ]:
+ status_key = key.replace("_price", "_status")
+ if status_key in trigger and trigger[status_key] == "executed":
+ continue
+ val = trigger.get(key, "")
+ if val and "~" in val:
+ try:
+ parts = val.split("~")
+ lo, hi = float(parts[0]), float(parts[1])
+ zones.append((key, label, lo, hi))
+ except:
+ pass
+ sl = trigger.get("stop_loss", "")
+ if sl:
+ try:
+ sl_price = float(sl) if isinstance(sl, (int, float)) else float(sl)
+ zones.append(("stop_loss", "止损", 0, sl_price))
+ except:
+ pass
+ return zones
+
+
+def _cleanup_lock():
+ """清理进程锁文件"""
+ try:
+ os.remove("/tmp/price_monitor.lock")
+ except Exception:
+ pass
+
+def _handle_sigterm(signum, frame):
+ """收到SIGTERM时清理锁文件后退出"""
+ _cleanup_lock()
+ sys.exit(0)
+
+def run_once(round_label=""):
+ """执行一轮完整的监控流程"""
+ import os, signal # 必须在开头import，否则os变量会被后面的局部import绑定覆盖
+ signal.signal(signal.SIGTERM, _handle_sigterm)
+ os.nice(10) # 降低优先级，避免与DB其他写操作抢占
+ # ── 进程锁：同一时间只跑一个实例 ──
+ _lk = "/tmp/price_monitor.lock"
+ _pid = None
+ try:
+ with open(_lk) as _f:
+ _pid = int(_f.read().strip())
+ os.kill(_pid, 0)
+ print(f"[LOCK] 已有实例(PID {_pid})在运行，跳过本轮", file=sys.stderr, flush=True)
+ return
+ except (FileNotFoundError, ProcessLookupError, ValueError):
+ pass
+ with open(_lk, "w") as _f:
+ _f.write(str(os.getpid()))
+
+ label = f" [{round_label}]" if round_label else ""
+ start = time.time()
+ TIME_BUDGET = 90 # 预留30s给输出和清理，90s内必须完成核心逻辑
+
+ # === 第一步：一次性刷新所有价格 ===
+ refreshed = refresh_data_prices()
+
+ # === 第二步：检查触发条件 ===
+ try:
+ dec = read_decisions()
+ except:
+ print(f"❌{label} 无法读取decisions(DB)", file=sys.stderr)
+ return
+
+ active = [d for d in dec.get("decisions", []) if d.get("status") == "active"]
+ state = load_state()
+ outputs = []
+ state_updated = False
+ # 时间冷却：同股同区间30分钟内不重复推
+ _push_cooldown = {}
+ _cooldown_file = "/home/hmo/.hermes/.price_push_cooldown.json"
+ try:
+ import os
+ if os.path.exists(_cooldown_file):
+ with open(_cooldown_file) as _f:
+ _push_cooldown = json.load(_f)
+ except Exception:
+ _push_cooldown = {}
+
+ def _can_push(code, zone_key):
+ now = time.time()
+ key = f"{code}_{zone_key}"
+ last = _push_cooldown.get(key, 0)
+ if now - last < 1800: # 30分钟
+ return False
+ _push_cooldown[key] = now
+ # 持久化写入
+ try:
+ with open(_cooldown_file, "w") as _f:
+ json.dump(_push_cooldown, _f)
+ except Exception:
+ pass
+ return True
+
+ # 收集所有需要检查的代码
+ check_codes = set()
+ for d in active:
+ trig = d.get("trigger", {})
+ if trig:
+ check_codes.add(d["code"])
+
+ # 批量拉取这些股票的价格
+ prices = fetch_all_prices(list(check_codes))
+
+ for d in active:
+ code = d["code"]
+ trig = d.get("trigger", {})
+ if not trig:
+ continue
+
+ zones = get_trigger_zones(trig)
+ if not zones:
+ continue
+
+ price_info = prices.get(code)
+ if not price_info:
+ continue
+ price, _, _ = price_info
+ if price == 0:
+ continue
+
+ name = d.get("name", code)
+ if code not in state:
+ state[code] = {}
+
+ # 时间预算检查：如果超时，跳过重评只做状态记录
+ _budget_low = (time.time() - start) > TIME_BUDGET
+
+ for key, label, lo, hi in zones:
+ in_zone = lo <= price <= hi
+ prev_in_zone = state[code].get(key, None)
+
+ if in_zone and prev_in_zone != True:
+ 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（时间不够则直接推原始告警）
+ if _budget_low:
+ outputs.append(f" 📨 止损触发(超时跳过重评)→已推送Dad")
+ if _can_push(code, "stop_loss"):
+ push_to_xmpp(f"⚠️ {name}({code}) {price} → 跌破止损{hi}！")
+ else:
+ 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 timing_signal in ("卖出","止盈"):
+ buy_lo = d.get("entry_low", 0)
+ buy_hi = d.get("entry_high", 0)
+ rr = result.get("rr_ratio", 0)
+ if _can_push(code, "stop_loss"):
+ msg = f"🔔 {name}({code}) 价{price}→触发操作区间{max(buy_lo,0):.2f}~{buy_hi:.2f}，已触发重评|RR={rr}"
+ 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:
+ batch_shares = trig.get(key.replace("_price", "_shares"), "")
+ action = trig.get(key.replace("_price", "_action"), "")
+ if batch_shares:
+ extra = f" {action}{batch_shares}股" if action else f" {batch_shares}股"
+ elif key in ("take_profit_zone",):
+ act = trig.get("take_profit_action", "")
+ if act:
+ 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（时间不够则跳过重评直接推原始告警）
+ if _budget_low:
+ if _can_push(code, key):
+ push_to_xmpp(f"⚡ {name}({code}) {price} → 进入{label}{lo}~{hi}")
+ outputs.append(f" 📨 区间触发(超时跳过重评)→已推送Dad")
+ else:
+ 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", "")
+ # 格式化区间描述（止盈区lo=0时美化显示）
+ if key == "take_profit_zone" and lo == 0:
+ zone_desc = f"止盈监控(目标{hi:.0f})"
+ else:
+ zone_desc = f"操作区间{lo}~{hi}"
+ if "买入" in timing_signal or "加仓" in timing_signal or timing_signal in ("卖出","止盈"):
+ rr = result.get("rr_ratio", 0)
+ if _can_push(code, key):
+ msg = f"🔔 {name}({code}) 价{price}→触发{zone_desc}，已触发重评|RR={rr}"
+ push_to_xmpp(msg)
+ outputs.append(f" 📨 区间触发重评→已推送Dad: {action}")
+ else:
+ reason = f"重评结果:{timing_signal}，不构成操作建议"
+ outputs.append(f" 📋 本地日志(不推): {reason}")
+ except Exception as e:
+ outputs.append(f" ⚠️ 区间重评失败: {e}")
+ state[code][key] = True
+ state_updated = True
+
+ elif not in_zone and prev_in_zone == True:
+ if key != "stop_loss":
+ outputs.append(f"📌 {name}({code}) {price} → 离开{label}{lo}~{hi}")
+ state[code][key] = False
+ state_updated = True
+
+ # === 第三步：买入区偏离检测 + 自动重评 ===
+ reassesed_codes = []
+ # 先做急跌检测（仅持仓，自选股不推送暴跌告警）
+ holdings_codes = {d["code"] for d in active if (d.get("shares") or 0) > 0}
+ for d in active:
+ code = d["code"]
+ # 非持仓跳过
+ if code not in holdings_codes:
+ continue
+ name = d.get("name", code)
+ price_info = prices.get(code)
+ if not price_info:
+ continue
+ price, _, change_pct = price_info
+ if price == 0:
+ continue
+ # 单日跌幅>7%告警（不依赖zone边界，盘中急跌即触发）
+ try:
+ cp = float(change_pct) if change_pct else 0
+ except:
+ cp = 0
+ if cp <= -7:
+ prev_alert = state.get(code, {}).get("__sharp_decline_triggered", False)
+ if not prev_alert:
+ stop_loss = d.get("stop_loss", 0)
+ sl_note = f" 止损{stop_loss}" if stop_loss else ""
+ msg = f"🔻 {name}({code}) {price} 暴跌{cp:.1f}%！{sl_note}"
+ push_to_xmpp(msg)
+ outputs.append(msg)
+ state.setdefault(code, {})["__sharp_decline_triggered"] = True
+ state_updated = True
+ # 立即持久化，防止后续超时导致状态丢失而重复推送
+ save_state(state)
+ elif cp > -5:
+ # 反弹后清除告警标记，下次再跌还能报
+ state.setdefault(code, {}).pop("__sharp_decline_triggered", None)
+
+ for d in active:
+ code = d["code"]
+ name = d.get("name", code)
+ price_info = prices.get(code)
+ if not price_info:
+ continue
+ price, _, _ = price_info
+ if price == 0:
+ continue
+
+ # 从 decisions (DB holding_strategies) 中读取 analysis 的买入区
+ entry_low = d.get("entry_low", 0)
+ entry_high = d.get("entry_high", 0)
+ if not entry_low or not entry_high:
+ continue
+
+ in_buy_zone = entry_low <= price <= entry_high
+ prev_in_buy_zone = state.get(code, {}).get("__buy_zone", None)
+
+ # 状态变化时才触发
+ if in_buy_zone and prev_in_buy_zone == False:
+ # 重新进入买入区 → 重评确认区间是否仍然有效
+ outputs.append(f"🔄 {name}({code}) {price} → 重新进入买入区{entry_low}~{entry_high}，触发技术面重评")
+ do_reassess = True
+ elif not in_buy_zone and prev_in_buy_zone == True:
+ # 离开买入区 → 立即重评，更新止损/止盈/区间
+ outputs.append(f"🔄 {name}({code}) {price} → 离开买入区{entry_low}~{entry_high}，立即技术面重评")
+ do_reassess = True
+ else:
+ do_reassess = False
+
+ if do_reassess and HAS_REASSESS:
+ try:
+ cost = d.get("cost", 0) or 0
+ shares = d.get("shares", 0) or 0
+ profit_pct = (price - cost) / cost * 100 if cost else 0
+ is_deep_loss = profit_pct < -20
+ sentiment = "neutral"
+ if d.get("tech_snapshot"):
+ if "bearish" in d["tech_snapshot"]:
+ sentiment = "bearish"
+ elif "bullish" in d["tech_snapshot"]:
+ sentiment = "bullish"
+
+ # 调用技术面驱动重评（非机械百分比）
+ result = reassess_strategy(
+ code, name, price, cost, shares,
+ current_action=d.get("action", ""),
+ volume_signal="中性", sentiment=sentiment,
+ )
+ outputs.append(f" 📊 新策略: 损{result['stop_loss']} 盈{result['take_profit']} 区{result['entry_low']}~{result['entry_high']} RR={result['rr_ratio']}")
+ reassesed_codes.append(code)
+ except Exception as e:
+ outputs.append(f" ⚠️ 重评失败: {e}")
+
+ # 更新买入区状态
+ if "__buy_zone" not in state.get(code, {}):
+ if code not in state:
+ state[code] = {}
+ state[code]["__buy_zone"] = in_buy_zone
+ state_updated = True
+
+ # 如果有重评过的股票，更新 DB holding_strategies（此前写入 decisions.json，已废弃）
+ if reassesed_codes and HAS_REASSESS:
+ # ── 5分钟冷却：regenerate_all 开销太大，不每2分钟跑一次 ──
+ _regen_marker = "/tmp/price_monitor_regen_at"
+ _skip_regen = False
+ try:
+ if os.path.exists(_regen_marker):
+ with open(_regen_marker) as _f:
+ _last_regen = float(_f.read().strip())
+ if time.time() - _last_regen < 300:
+ _skip_regen = True
+ except:
+ pass
+
+ if _skip_regen:
+ outputs.append(f" ⏭ 跳过全量重评（距上次<5min），下次再跑")
+ else:
+ try:
+ from strategy_lifecycle import regenerate_all
+ r = regenerate_all(stdout=False)
+ outputs.append(f" ✅ 策略已全量重评: {r.get('ok',0)}/{r.get('total',0)}成功")
+ outputs.append(f" 📌 触发股票: {', '.join(reassesed_codes)}")
+ try:
+ with open(_regen_marker, "w") as _f:
+ _f.write(str(time.time()))
+ except:
+ pass
+ except Exception as e:
+ outputs.append(f" ⚠️ 全量重评失败: {e}")
+
+ # === 第四步：输出 ===
+ now_str = datetime.now().strftime("%H:%M:%S")
+ elapsed = time.time() - start
+
+ if outputs:
+ print(f"\n🔔 {now_str}{label}")
+ for o in outputs:
+ print(o)
+ print(f"\n{json.dumps({'type':'价格监控','time':now_str,'triggers':outputs}, ensure_ascii=False)}")
+ else:
+ # 无触发时 SILENT（中继不推送）
+ print(f"[SILENT]{label} 价格正常 | {refreshed}只已刷新 | {elapsed:.1f}s")
+
+ if state_updated:
+ save_state(state)
+
+ # 输出耗时
+ print(f"⏱{label} {elapsed:.1f}s", flush=True)
+
+ # 清理进程锁
+ try:
+ os.remove("/tmp/price_monitor.lock")
+ except Exception:
+ pass
+
+
+def main():
+ """每cron触发跑一轮"""
+ run_once()
+
+
+if __name__ == "__main__":
+ main()
diff --git a/deploy/profile-scripts/promote_candidates.py b/deploy/profile-scripts/promote_candidates.py
index 122b43b5..67a47e9a 100644
--- a/deploy/profile-scripts/promote_candidates.py
+++ b/deploy/profile-scripts/promote_candidates.py
@@ -1,135 +1,136 @@
-#!/usr/bin/env python3
-"""promote_candidates.py — 自动提拔候选股入自选
-
-从 candidates 表读未提拔的候选，评估后自动加入 holding_strategies。
-"""
-import sys, json, sqlite3
-from pathlib import Path
-from datetime import datetime
-
-DB_PATH = Path("/home/hmo/MoFin/data/mofin.db")
-
-def main():
- conn = sqlite3.connect(str(DB_PATH))
- conn.row_factory = sqlite3.Row
-
- # 读未提拔候选（按评分降序）
- rows = conn.execute("""
- SELECT c.code, c.name, c.score_final, c.entry_range, c.stop_loss, c.target
- FROM candidates c
- WHERE (c.promoted IS NULL OR c.promoted = 0)
- AND (c.dropped IS NULL OR c.dropped = 0)
- AND c.score_final >= 4
- ORDER BY c.score_final DESC
- """).fetchall()
-
- if not rows:
- print("[PROMOTE] 无待提拔候选")
- conn.close()
- return
-
- promoted = 0
- for r in rows:
- code = str(r[0])
- name = r[1] or code
- score = r[2] or 0
- entry_range = r[3] or ""
- sl = r[4] or 0
- tp = r[5] or 0
-
- # 解析 entry_range
- el, eh = 0, 0
- if "~" in entry_range:
- parts = entry_range.split("~")
- try:
- el = float(parts[0])
- eh = float(parts[1])
- except: pass
-
- # 查是否已在 holding_strategies
- exists = conn.execute(
- "SELECT id FROM holding_strategies WHERE code=? AND status='active'",
- (code,)
- ).fetchone()
- if exists:
- conn.execute("UPDATE candidates SET promoted=1 WHERE code=?", (code,))
- print(f" ⏭ {code} {name} 已在自选中，标记promoted")
- continue
-
- # 验证实时价格：无有效价格的候选股不入自选（防假数据污染）
- try:
- import subprocess, json as _jj
- _r = subprocess.run(["python3", "/home/hmo/.hermes/profiles/position-analyst/scripts/stock_quote.py", code],
- capture_output=True, text=True, timeout=10)
- _q = _jj.loads(_r.stdout)
- if float(_q.get("price", 0)) <= 0:
- print(f" ⏭ {code} {name} 无实时价格，跳过")
- continue
- except Exception as _e:
- print(f" ⏭ {code} {name} 价格获取失败({_e})，跳过")
- continue
-
- # 构建策略
- now = datetime.now().strftime("%Y-%m-%d %H:%M:%S")
- timing_signal = "买入" if score >= 7 else "关注"
- price_est = (el + eh) / 2 if el > 0 and eh > 0 else 0
- reason_text = []
- if el > 0: reason_text.append(f"买{el}~{eh}")
- if sl > 0: reason_text.append(f"损{sl}")
- if tp > 0: reason_text.append(f"盈{tp}")
- if sl > 0 and tp > 0 and price_est > 0:
- rr = (tp - price_est) / (price_est - sl) if (price_est - sl) > 0 else 0
- reason_text.append(f"RR{rr:.1f}")
- reason_text.append(f"评分{score}")
- action = " | ".join(reason_text) if reason_text else f"市场扫描发现(评分{score})"
-
- cur = conn.execute("""
- INSERT OR IGNORE INTO holding_strategies
- (code, name, price, entry_low, entry_high, stop_loss, take_profit,
- timing_signal, action, decision_type, strategy_type, status,
- rr_ratio, stock_category, created_at, updated_at,
- sector_context, quality_check)
- VALUES (?,?,?,?,?,?,?,?,?,'自选策略','scan',
- 'active',0,'关注',?,?,'', 'pending')
- """, (code, name, 0, el, eh, sl, tp, timing_signal, action, now, now))
- newly_added = cur.rowcount > 0
-
- conn.execute("UPDATE candidates SET promoted=1 WHERE code=?", (code,))
- if newly_added:
- promoted += 1
- print(f" ✅ {code} {name} 评分{score} → 已加入自选({timing_signal})", flush=True)
- else:
- print(f" ⏭ {code} {name} 已在自选策略中，标记promoted", flush=True)
-
- # 触发全量重评（生成完整9维策略）——仅新插入的股票需要
- if newly_added:
- try:
- import subprocess as _sp
- r = _sp.run(["python3", "/home/hmo/MoFin/scripts/per_stock_reassess.py", code],
- capture_output=True, text=True, timeout=60)
- if r.returncode == 0:
- print(f" 重评完成", flush=True)
- else:
- print(f" 重评失败: {r.stderr.strip()[:100]}", flush=True)
- except Exception as e:
- print(f" 重评异常: {e}", flush=True)
-
- conn.commit()
- print(f"\n[PROMOTE] 本次提拔{promoted}只", flush=True)
-
- # 推XMPP
- if promoted > 0:
- try:
- import urllib.request
- msg = f"📈 自动提拔{promoted}只候选入自选"
- payload = json.dumps({"to": "hmo@yoin.fun", "body": msg, "type": "chat"}).encode()
- req = urllib.request.Request("http://127.0.0.1:5805/", data=payload,
- headers={"Content-Type": "application/json"})
- urllib.request.urlopen(req, timeout=5)
- except Exception:
- pass
-
- conn.close()
-
-if __name__ == "__main__":
- main()
+#!/usr/bin/env python3
+"""promote_candidates.py — 自动提拔候选股入自选
+
+从 candidates 表读未提拔的候选，评估后自动加入 holding_strategies。
+"""
+import sys, json, sqlite3
+from pathlib import Path
+from datetime import datetime
+
+DB_PATH = Path("/home/hmo/MoFin/data/mofin.db")
+
+def main():
+ conn = sqlite3.connect(str(DB_PATH), timeout=30)
+ conn.execute("PRAGMA busy_timeout=30000")
+ conn.row_factory = sqlite3.Row
+
+ # 读未提拔候选（按评分降序）
+ rows = conn.execute("""
+ SELECT c.code, c.name, c.score_final, c.entry_range, c.stop_loss, c.target
+ FROM candidates c
+ WHERE (c.promoted IS NULL OR c.promoted = 0)
+ AND (c.dropped IS NULL OR c.dropped = 0)
+ AND c.score_final >= 4
+ ORDER BY c.score_final DESC
+ """).fetchall()
+
+ if not rows:
+ print("[PROMOTE] 无待提拔候选")
+ conn.close()
+ return
+
+ promoted = 0
+ for r in rows:
+ code = str(r[0])
+ name = r[1] or code
+ score = r[2] or 0
+ entry_range = r[3] or ""
+ sl = r[4] or 0
+ tp = r[5] or 0
+
+ # 解析 entry_range
+ el, eh = 0, 0
+ if "~" in entry_range:
+ parts = entry_range.split("~")
+ try:
+ el = float(parts[0])
+ eh = float(parts[1])
+ except: pass
+
+ # 查是否已在 holding_strategies
+ exists = conn.execute(
+ "SELECT id FROM holding_strategies WHERE code=? AND status='active'",
+ (code,)
+ ).fetchone()
+ if exists:
+ conn.execute("UPDATE candidates SET promoted=1 WHERE code=?", (code,))
+ print(f" ⏭ {code} {name} 已在自选中，标记promoted")
+ continue
+
+ # 验证实时价格：无有效价格的候选股不入自选（防假数据污染）
+ try:
+ import subprocess, json as _jj
+ _r = subprocess.run(["python3", "/home/hmo/.hermes/profiles/position-analyst/scripts/stock_quote.py", code],
+ capture_output=True, text=True, timeout=10)
+ _q = _jj.loads(_r.stdout)
+ if float(_q.get("price", 0)) <= 0:
+ print(f" ⏭ {code} {name} 无实时价格，跳过")
+ continue
+ except Exception as _e:
+ print(f" ⏭ {code} {name} 价格获取失败({_e})，跳过")
+ continue
+
+ # 构建策略
+ now = datetime.now().strftime("%Y-%m-%d %H:%M:%S")
+ timing_signal = "买入" if score >= 7 else "关注"
+ price_est = (el + eh) / 2 if el > 0 and eh > 0 else 0
+ reason_text = []
+ if el > 0: reason_text.append(f"买{el}~{eh}")
+ if sl > 0: reason_text.append(f"损{sl}")
+ if tp > 0: reason_text.append(f"盈{tp}")
+ if sl > 0 and tp > 0 and price_est > 0:
+ rr = (tp - price_est) / (price_est - sl) if (price_est - sl) > 0 else 0
+ reason_text.append(f"RR{rr:.1f}")
+ reason_text.append(f"评分{score}")
+ action = " | ".join(reason_text) if reason_text else f"市场扫描发现(评分{score})"
+
+ cur = conn.execute("""
+ INSERT OR IGNORE INTO holding_strategies
+ (code, name, price, entry_low, entry_high, stop_loss, take_profit,
+ timing_signal, action, decision_type, strategy_type, status,
+ rr_ratio, stock_category, created_at, updated_at,
+ sector_context, quality_check)
+ VALUES (?,?,?,?,?,?,?,?,?,'自选策略','scan',
+ 'active',0,'关注',?,?,'', 'pending')
+ """, (code, name, 0, el, eh, sl, tp, timing_signal, action, now, now))
+ newly_added = cur.rowcount > 0
+
+ conn.execute("UPDATE candidates SET promoted=1 WHERE code=?", (code,))
+ if newly_added:
+ promoted += 1
+ print(f" ✅ {code} {name} 评分{score} → 已加入自选({timing_signal})", flush=True)
+ else:
+ print(f" ⏭ {code} {name} 已在自选策略中，标记promoted", flush=True)
+
+ # 触发全量重评（生成完整9维策略）——仅新插入的股票需要
+ if newly_added:
+ try:
+ import subprocess as _sp
+ r = _sp.run(["python3", "/home/hmo/MoFin/scripts/per_stock_reassess.py", code],
+ capture_output=True, text=True, timeout=60)
+ if r.returncode == 0:
+ print(f" 重评完成", flush=True)
+ else:
+ print(f" 重评失败: {r.stderr.strip()[:100]}", flush=True)
+ except Exception as e:
+ print(f" 重评异常: {e}", flush=True)
+
+ conn.commit()
+ print(f"\n[PROMOTE] 本次提拔{promoted}只", flush=True)
+
+ # 推XMPP
+ if promoted > 0:
+ try:
+ import urllib.request
+ msg = f"📈 自动提拔{promoted}只候选入自选"
+ payload = json.dumps({"to": "hmo@yoin.fun", "body": msg, "type": "chat"}).encode()
+ req = urllib.request.Request("http://127.0.0.1:5805/", data=payload,
+ headers={"Content-Type": "application/json"})
+ urllib.request.urlopen(req, timeout=5)
+ except Exception:
+ pass
+
+ conn.close()
+
+if __name__ == "__main__":
+ main()
diff --git a/deploy/profile-scripts/strategy-staleness-check.py b/deploy/profile-scripts/strategy-staleness-check.py
index db5c9ea3..a77bf060 100644
--- a/deploy/profile-scripts/strategy-staleness-check.py
+++ b/deploy/profile-scripts/strategy-staleness-check.py
@@ -13,7 +13,7 @@
import json, sys, os, re, urllib.request, sqlite3
sys.path.insert(0, os.path.join(os.path.dirname(__file__), '..'))
from datetime import datetime
-from mo_data import read_decisions, read_portfolio, get_price
+from mo_data import read_decisions, read_portfolio
DB_PATH = '/home/hmo/web-dashboard/data/mofin.db'
OUTPUT_PATH = "/home/hmo/web-dashboard/data/strategy_staleness_report.json"
@@ -23,7 +23,25 @@ CRITICAL_DAYS = 21 # 超过21天→严重警告
DIVERGENCE_WARN = 30 # 偏离买入区>30%→警告
DIVERGENCE_CRIT = 50 # 偏离>50%→严重
-# ── 使用 mo_data.get_price 统一获取价格 ──
+def get_price(code):
+ """从腾讯API获取当前价"""
+ try:
+ market = "sh" if code.startswith("6") else "sz" if code.startswith("0") or code.startswith("3") else ""
+ if code.startswith(("00", "30")) or code.startswith("68"):
+ market = "sh" if code.startswith("6") else "sz"
+ elif code.startswith(("01", "02", "03")):
+ market = "sz"
+ url = f"http://qt.gtimg.cn/q={market}{code}"
+ req = urllib.request.Request(url, headers={"User-Agent": "curl/7.81"})
+ with urllib.request.urlopen(req, timeout=5) as resp:
+ raw = resp.read().decode("gbk")
+ parts = raw.split("~")
+ if len(parts) > 3:
+ price = float(parts[3]) if parts[3] else 0
+ chg = float(parts[32]) if parts[32] else 0
+ return price, chg if price > 0 else (None, None)
+ except: pass
+ return None, None
def parse_buy_zone(current):
"""从策略current字段提取买入区间最低和最高"""
diff --git a/deploy/profile-scripts/sync_profile_scripts.sh b/deploy/profile-scripts/sync_profile_scripts.sh
new file mode 100755
index 00000000..a62832a4
--- /dev/null
+++ b/deploy/profile-scripts/sync_profile_scripts.sh
@@ -0,0 +1,13 @@
+#!/bin/bash
+# sync_profile_scripts.sh — 把 deploy/profile-scripts 全部硬链接到 profile scripts 目录
+# 每次部署(scp/git)后必须跑：scp替换文件会破坏硬链接(inode变更)，导致cron跑旧版本。
+set -e
+SRC="/home/hmo/MoFin/deploy/profile-scripts"
+DST="/home/hmo/.hermes/profiles/position-analyst/scripts"
+count=0
+for f in "$SRC"/*.py; do
+ name=$(basename "$f")
+ ln -f "$f" "$DST/$name"
+ count=$((count+1))
+done
+echo "synced $count scripts (hardlink)"
\ No newline at end of file
diff --git a/static/mofin_health.json b/static/mofin_health.json
index 9961c723..f53fc994 100644
--- a/static/mofin_health.json
+++ b/static/mofin_health.json
@@ -1,5 +1,5 @@
{
- "generated_at": "2026-07-17 22:45:05",
+ "generated_at": "2026-07-20 17:29:24",
"feature_tree": {
"label": "MoFin 系统",
"status": "ok",
@@ -18,7 +18,7 @@
"script": "market_watch.py",
"schedule": "*/10 9-11,13-15 * * 1-5",
"status": "ok",
- "last_run": "2026-07-17T15:50",
+ "last_run": "2026-07-20T15:50",
"type": "no_agent",
"profile": "position-analyst"
}
@@ -39,7 +39,7 @@
"script": "price_monitor.py",
"schedule": "*/2 9-16 * * 1-5",
"status": "error",
- "last_run": "2026-07-17T17:00",
+ "last_run": "2026-07-20T16:59",
"type": "no_agent",
"profile": "position-analyst"
}
@@ -71,7 +71,7 @@
"script": "capital_flow_collector.py",
"schedule": "1,31 9-15 * * 1-5",
"status": "ok",
- "last_run": "2026-07-17T15:31",
+ "last_run": "2026-07-20T15:32",
"type": "no_agent",
"profile": "position-analyst"
}
@@ -87,7 +87,7 @@
"script": "refresh_macro_context.py",
"schedule": "*/30 9-15 * * 1-5",
"status": "ok",
- "last_run": "2026-07-17T15:30",
+ "last_run": "2026-07-20T15:31",
"type": "no_agent",
"profile": "position-analyst"
}
@@ -103,7 +103,7 @@
"script": "macro_context_collector.py",
"schedule": "*/30 8-16 * * *",
"status": "ok",
- "last_run": "2026-07-17T16:31",
+ "last_run": "2026-07-20T16:30",
"type": "no_agent",
"profile": "position-analyst"
}
@@ -146,8 +146,8 @@
"name": "自选买入区提醒-盘前午间尾盘",
"script": "per_stock_reassess.py",
"schedule": "0 12,15 * * 1-5",
- "status": "error",
- "last_run": "2026-07-17T15:03",
+ "status": "ok",
+ "last_run": "2026-07-20T15:02",
"type": "no_agent",
"profile": "position-analyst"
},
@@ -171,8 +171,8 @@
"name": "策略评估-每周",
"script": "strategy_evaluator.py",
"schedule": "0 21 * * 6",
- "status": "ok",
- "last_run": "2026-07-11T21:00",
+ "status": "error",
+ "last_run": "2026-07-18T21:00",
"type": "no_agent",
"profile": "position-analyst"
},
@@ -206,7 +206,7 @@
"script": "branch_scanner.py",
"schedule": "15,30,45,00 9-15 * * 1-5",
"status": "ok",
- "last_run": "2026-07-17T15:45",
+ "last_run": "2026-07-20T15:45",
"type": "no_agent",
"profile": "position-analyst"
}
@@ -222,7 +222,7 @@
"script": "meta_growth.py",
"schedule": "45 0,12 * * 1-5",
"status": "ok",
- "last_run": "2026-07-17T12:45",
+ "last_run": "2026-07-20T12:45",
"type": "no_agent",
"profile": "position-analyst"
}
@@ -247,14 +247,14 @@
{
"label": "自选股自动重评-周末 (stale_detector.py)",
"desc": "周末批量重评自选股策略",
- "status": "ok",
+ "status": "error",
"pipes": [
{
"name": "自选股自动重评-周末",
"script": "stale_detector.py",
"schedule": "30 10 * * 0,6",
- "status": "ok",
- "last_run": "2026-07-12T10:30",
+ "status": "error",
+ "last_run": "2026-07-19T10:30",
"type": "no_agent",
"profile": "position-analyst"
}
@@ -263,14 +263,14 @@
{
"label": "盘前全量重评-自选退出 (premarket_full_review.py)",
"desc": "",
- "status": "ok",
+ "status": "error",
"pipes": [
{
"name": "盘前全量重评-自选退出",
"script": "premarket_full_review.py",
"schedule": "10 8 * * 1-5",
- "status": "ok",
- "last_run": "2026-07-17T08:11",
+ "status": "error",
+ "last_run": "2026-07-20T08:12",
"type": "no_agent",
"profile": "position-analyst"
}
@@ -325,7 +325,7 @@
"script": "cron_to_xmpp.py",
"schedule": "*/5 9-16 * * 1-5",
"status": "ok",
- "last_run": "2026-07-17T16:55",
+ "last_run": "2026-07-20T16:55",
"type": "no_agent",
"profile": "position-analyst"
}
@@ -372,8 +372,8 @@
"name": "市场精选推荐-每日",
"script": null,
"schedule": "0 16 * * 1-5",
- "status": "error",
- "last_run": "2026-07-16T16:04",
+ "status": "ok",
+ "last_run": "2026-07-20T16:09",
"type": "LLM",
"profile": "position-analyst"
}
@@ -389,7 +389,7 @@
"script": "system_health_check.py",
"schedule": "0 9 * * 1-5",
"status": "ok",
- "last_run": "2026-07-17T10:34",
+ "last_run": "2026-07-20T10:38",
"type": "LLM",
"profile": "position-analyst"
}
@@ -405,7 +405,7 @@
"script": "morning_health_check.py",
"schedule": "0 8 * * 1-5",
"status": "ok",
- "last_run": "2026-07-17T08:01",
+ "last_run": "2026-07-20T08:01",
"type": "no_agent",
"profile": "position-analyst"
}
@@ -414,14 +414,14 @@
{
"label": "开盘前钉对钉验证 (preflight_verify.py)",
"desc": "开盘前15项验证(脚本同步/DB完整性/资产公式)",
- "status": "error",
+ "status": "ok",
"pipes": [
{
"name": "开盘前钉对钉验证",
"script": "preflight_verify.py",
"schedule": "30 8 * * 1-5",
- "status": "error",
- "last_run": "2026-07-17T08:31",
+ "status": "ok",
+ "last_run": "2026-07-20T08:30",
"type": "no_agent",
"profile": "position-analyst"
}
@@ -437,7 +437,7 @@
"script": "cron_to_xmpp.py",
"schedule": "* 9-16 * * 1-5",
"status": "ok",
- "last_run": "2026-07-17T16:59",
+ "last_run": "2026-07-20T16:59",
"type": "no_agent",
"profile": "default"
}
@@ -460,7 +460,7 @@
"script": null,
"schedule": "30 8 * * 1-5",
"status": "ok",
- "last_run": "2026-07-17T08:42",
+ "last_run": "2026-07-20T08:43",
"type": "LLM",
"profile": "position-analyst"
},
@@ -477,8 +477,8 @@
"name": "宏观风险扫描-周末",
"script": null,
"schedule": "0 10 * * 0,6",
- "status": "error",
- "last_run": "2026-07-12T10:00",
+ "status": "ok",
+ "last_run": "2026-07-19T10:11",
"type": "LLM",
"profile": "position-analyst"
}
@@ -494,7 +494,7 @@
"script": "macro_signal_consumer.py",
"schedule": "5,20,35,50 9-15 * * 1-5",
"status": "ok",
- "last_run": "2026-07-17T15:50",
+ "last_run": "2026-07-20T15:50",
"type": "no_agent",
"profile": "position-analyst"
}
@@ -510,7 +510,7 @@
"script": "divergence_detector.py",
"schedule": "*/30 8-15 * * *",
"status": "ok",
- "last_run": "2026-07-17T15:30",
+ "last_run": "2026-07-20T15:31",
"type": "no_agent",
"profile": "position-analyst"
},
@@ -518,8 +518,8 @@
"name": "跨市场背离检测-周末",
"script": "divergence_detector.py",
"schedule": "30 8-16/2 * * 0,6",
- "status": "ok",
- "last_run": "2026-07-12T16:30",
+ "status": "error",
+ "last_run": "2026-07-19T16:30",
"type": "no_agent",
"profile": "position-analyst"
}
@@ -558,7 +558,7 @@
"script": "cron_health_monitor.py",
"schedule": "*/10 9-16 * * 1-5",
"status": "ok",
- "last_run": "2026-07-17T16:50",
+ "last_run": "2026-07-20T16:51",
"type": "no_agent",
"profile": "position-analyst"
}
@@ -574,7 +574,7 @@
"script": "verify_reassess_pipeline.py",
"schedule": "*/30 9-16 * * 1-5",
"status": "ok",
- "last_run": "2026-07-17T16:31",
+ "last_run": "2026-07-20T16:30",
"type": "no_agent",
"profile": "position-analyst"
}
@@ -589,8 +589,8 @@
"name": "健康监控数据采集-每15分",
"script": "mofin_health.py",
"schedule": "*/15 9-16,20-22 * * 1-5",
- "status": "ok",
- "last_run": "2026-07-17T22:30",
+ "status": "error",
+ "last_run": "2026-07-20T16:45",
"type": "no_agent",
"profile": "position-analyst"
}
@@ -606,7 +606,7 @@
"script": "hardcode_scanner.py",
"schedule": "25 17 * * 1-5",
"status": "ok",
- "last_run": "2026-07-17T17:26",
+ "last_run": "2026-07-20T17:26",
"type": "no_agent",
"profile": "position-analyst"
}
@@ -622,7 +622,7 @@
"script": "intraday_health_check.py",
"schedule": "*/15 9-15 * * 1-5",
"status": "ok",
- "last_run": "2026-07-17T15:45",
+ "last_run": "2026-07-20T15:45",
"type": "no_agent",
"profile": "position-analyst"
}
@@ -631,14 +631,14 @@
{
"label": "数据治理-每周 (data_governance.py)",
"desc": "每周数据治理",
- "status": "ok",
+ "status": "error",
"pipes": [
{
"name": "数据治理-每周",
"script": "data_governance.py",
"schedule": "0 10 * * 6",
- "status": "ok",
- "last_run": "2026-07-11T10:00",
+ "status": "error",
+ "last_run": "2026-07-18T10:00",
"type": "no_agent",
"profile": "position-analyst"
}
@@ -654,7 +654,7 @@
"script": "memory_guardian.py",
"schedule": "0 7 * * *",
"status": "ok",
- "last_run": "2026-07-17T07:00",
+ "last_run": "2026-07-20T07:02",
"type": "no_agent",
"profile": "position-analyst"
}
@@ -677,7 +677,7 @@
"script": "self_todo_executor.py",
"schedule": "*/10 8-22 * * 1-5",
"status": "ok",
- "last_run": "2026-07-17T22:40",
+ "last_run": "2026-07-20T17:20",
"type": "no_agent",
"profile": "position-analyst"
}
@@ -693,7 +693,7 @@
"script": "review_needed_watchdog.py",
"schedule": "0,30 9-15 * * 1-5",
"status": "ok",
- "last_run": "2026-07-17T15:30",
+ "last_run": "2026-07-20T15:30",
"type": "no_agent",
"profile": "position-analyst"
}
@@ -709,7 +709,7 @@
"script": "clean_watchlist.py",
"schedule": "5 9 * * 1-5",
"status": "ok",
- "last_run": "2026-07-17T09:05",
+ "last_run": "2026-07-20T09:06",
"type": "no_agent",
"profile": "position-analyst"
}
@@ -724,8 +724,8 @@
"name": "建议对账-每周",
"script": "advice_reconciliation.py",
"schedule": "0 20 * * 6",
- "status": "ok",
- "last_run": "2026-07-11T20:00",
+ "status": "error",
+ "last_run": "2026-07-18T20:00",
"type": "no_agent",
"profile": "position-analyst"
}
@@ -815,7 +815,7 @@
"script": "monitor_300308.py",
"schedule": "*/2 13-14 * * 1-5",
"status": "ok",
- "last_run": "2026-07-17T14:58",
+ "last_run": "2026-07-20T14:58",
"type": "no_agent",
"profile": "position-analyst"
}
@@ -831,7 +831,7 @@
"script": "300308_monitor.py",
"schedule": "*/2 13-14 * * 1-5",
"status": "ok",
- "last_run": "2026-07-17T14:58",
+ "last_run": "2026-07-20T14:58",
"type": "no_agent",
"profile": "position-analyst"
}
@@ -847,7 +847,7 @@
"script": "refresh_mtf_cache.py",
"schedule": "0 9,11,14 * * 1-5",
"status": "ok",
- "last_run": "2026-07-17T11:01",
+ "last_run": "2026-07-20T14:02",
"type": "no_agent",
"profile": "position-analyst"
}
@@ -862,14 +862,14 @@
{
"label": "知微洞察生成 (market_insight.py)",
"desc": "生成每日市场洞察(15:35)",
- "status": "ok",
+ "status": "error",
"pipes": [
{
"name": "知微洞察生成",
"script": "market_insight.py",
"schedule": "35 15 * * 1-5",
- "status": "ok",
- "last_run": "2026-07-17T15:36",
+ "status": "error",
+ "last_run": "2026-07-20T15:35",
"type": "no_agent",
"profile": "position-analyst"
}
@@ -885,7 +885,7 @@
"script": "market_screener.py",
"schedule": "35 15 * * 1-5",
"status": "ok",
- "last_run": "2026-07-17T15:37",
+ "last_run": "2026-07-20T15:35",
"type": "no_agent",
"profile": "position-analyst"
}
@@ -917,7 +917,7 @@
"script": "accumulation_scanner.py",
"schedule": "*/10 9-15 * * 1-5",
"status": "ok",
- "last_run": "2026-07-17T15:50",
+ "last_run": "2026-07-20T15:50",
"type": "no_agent",
"profile": "position-analyst"
}
@@ -933,7 +933,7 @@
"script": "promote_candidates.py",
"schedule": "*/30 9-15 * * 1-5",
"status": "error",
- "last_run": "2026-07-17T15:30",
+ "last_run": "2026-07-20T15:31",
"type": "no_agent",
"profile": "position-analyst"
}
@@ -942,30 +942,14 @@
{
"label": "候选股过滤管道-每30分 (candidate_filter.py)",
"desc": "",
- "status": "error",
+ "status": "ok",
"pipes": [
{
"name": "候选股过滤管道-每30分",
"script": "candidate_filter.py",
"schedule": "*/30 9-15 * * 1-5",
- "status": "error",
- "last_run": "2026-07-17T15:30",
- "type": "no_agent",
- "profile": "position-analyst"
- }
- ]
- },
- {
- "label": "批量补全九维分析-一次性 (batch_reassess.py)",
- "desc": "",
- "status": null,
- "pipes": [
- {
- "name": "批量补全九维分析-一次性",
- "script": "batch_reassess.py",
- "schedule": "once at 2026-07-09 23:00",
- "status": null,
- "last_run": "",
+ "status": "ok",
+ "last_run": "2026-07-20T15:31",
"type": "no_agent",
"profile": "position-analyst"
}
@@ -981,7 +965,7 @@
"script": "fix_gateway_port.py",
"schedule": "every 10m",
"status": "ok",
- "last_run": "2026-07-17T22:37",
+ "last_run": "2026-07-20T17:29",
"type": "no_agent",
"profile": "position-analyst"
}
@@ -997,7 +981,7 @@
"script": "sync_dashboard.py",
"schedule": "55 8 * * *",
"status": "ok",
- "last_run": "2026-07-17T08:55",
+ "last_run": "2026-07-20T08:55",
"type": "no_agent",
"profile": "default"
}
@@ -1012,14 +996,14 @@
{
"label": "state.db真空整理-每周 (vacuum_state_db.py)",
"desc": "每周DB真空整理",
- "status": "ok",
+ "status": "error",
"pipes": [
{
"name": "state.db真空整理-每周",
"script": "vacuum_state_db.py",
"schedule": "0 3 * * 6",
- "status": "ok",
- "last_run": "2026-07-11T03:00",
+ "status": "error",
+ "last_run": "2026-07-18T03:00",
"type": "no_agent",
"profile": "position-analyst"
}
@@ -1060,8 +1044,8 @@
"desc": "建议执行时间线",
"rows": 0,
"readers": [
- "advice_reconciliation",
- "mofin_db"
+ "mofin_db",
+ "advice_reconciliation"
],
"writers": [
"advice_reconciliation"
@@ -1113,14 +1097,14 @@
"rows": 0,
"readers": [
"mofin_db",
- "promote_candidates",
"candidate_filter",
+ "promote_candidates",
"accumulation_scanner"
],
"writers": [
- "promote_candidates",
"market_scanner",
"candidate_filter",
+ "promote_candidates",
"accumulation_scanner"
],
"has_input": true,
@@ -1144,9 +1128,9 @@
"desc": "资金流缓存",
"rows": 1,
"readers": [
+ "batch_reassess",
"mofin_db",
- "per_stock_reassess",
- "batch_reassess"
+ "per_stock_reassess"
],
"writers": [
"mofin_db"
@@ -1171,8 +1155,8 @@
"desc": "资金变动记录",
"rows": 0,
"readers": [
- "prepare_report_data",
- "mofin_db"
+ "mofin_db",
+ "prepare_report_data"
],
"writers": [
"mo_data",
@@ -1200,24 +1184,24 @@
"desc": "每只股票的完整策略参数",
"rows": 0,
"readers": [
+ "system_health_check",
"data_governance",
- "run_all_tests",
- "capital_flow_collector",
- "accumulation_scanner",
- "mofin_collect",
- "price_monitor",
- "watchlist_auto_exit",
"candidate_filter",
- "mofin_db",
- "promote_candidates"
+ "sync_decisions_to_db",
+ "batch_reassess",
+ "check_db_state",
+ "mo_data",
+ "generate_report",
+ "verify_reassess_pipeline",
+ "stale_detector"
],
"writers": [
- "promote_candidates",
- "data_governance",
"per_stock_reassess",
- "batch_reassess",
- "watchlist_auto_exit",
+ "data_governance",
"sync_decisions_to_db",
+ "batch_reassess",
+ "promote_candidates",
+ "watchlist_auto_exit",
"mofin_db"
],
"has_input": true,
@@ -1246,21 +1230,21 @@
"desc": "当前持仓（权威源）",
"rows": 0,
"readers": [
+ "system_health_check",
+ "candidate_filter",
"mo_alphasift_bridge",
- "run_all_tests",
- "capital_flow_collector",
- "accumulation_scanner",
- "mofin_collect",
- "server",
+ "xiaoguo_scanner",
+ "mo_data",
+ "refresh_mtf_cache",
+ "trend_detector",
"prepare_recommendation",
- "price_monitor",
- "xiaoguo_signal_consumer",
- "candidate_filter"
+ "server",
+ "per_stock_reassess"
],
"writers": [
"mofin_db",
- "price_monitor",
- "import_holding_xls"
+ "import_holding_xls",
+ "price_monitor"
],
"has_input": true,
"has_output": true,
@@ -1288,20 +1272,20 @@
"desc": "所有持仓+自选最新实时价",
"rows": 0,
"readers": [
+ "verify_reassess_pipeline",
+ "strategy_lifecycle",
+ "candidate_filter",
"stale_push_wlin",
"mo_data",
- "system_audit",
- "candidate_filter",
- "strategy_lifecycle",
+ "mofin_db",
"cron_health_monitor",
"generate_report",
- "verify_reassess_pipeline",
- "mofin_db"
+ "system_audit"
],
"writers": [
- "price_monitor",
"mo_data",
- "mofin_db"
+ "mofin_db",
+ "price_monitor"
],
"has_input": true,
"has_output": true,
@@ -1325,15 +1309,15 @@
{
"name": "market_snapshots",
"desc": "大盘指数快照（每10分）",
- "rows": 196,
+ "rows": 232,
"readers": [
- "market_screener",
"trend_detector",
- "prepare_report_data",
"market_scanner",
- "system_audit",
"mofin_query",
- "mofin_db"
+ "mofin_db",
+ "market_screener",
+ "system_audit",
+ "prepare_report_data"
],
"writers": [
"mofin_db"
@@ -1361,13 +1345,13 @@
"desc": "多周期均线缓存",
"rows": 0,
"readers": [
- "multi_timeframe",
"technical_analysis",
- "mofin_db"
+ "mofin_db",
+ "multi_timeframe"
],
"writers": [
- "multi_timeframe",
- "mofin_db"
+ "mofin_db",
+ "multi_timeframe"
],
"has_input": true,
"has_output": true,
@@ -1392,17 +1376,19 @@
"desc": "总资产/现金/仓位汇总",
"rows": 0,
"readers": [
- "import_holding_xls",
- "mo_data",
- "prepare_report_data",
"price_monitor",
+ "batch_reassess",
+ "import_holding_xls",
+ "check_db_state",
"preflight_verify",
- "mofin_db"
+ "mo_data",
+ "mofin_db",
+ "prepare_report_data"
],
"writers": [
"mofin_db",
- "price_monitor",
- "import_holding_xls"
+ "import_holding_xls",
+ "price_monitor"
],
"has_input": true,
"has_output": true,
@@ -1454,14 +1440,14 @@
"desc": "行业信号（趋势检测产出）",
"rows": 0,
"readers": [
+ "mofin_news",
"server",
"trend_detector",
- "mofin_news",
"xiaoguo_news_processor"
],
"writers": [
- "trend_detector",
"mofin_news",
+ "trend_detector",
"xiaoguo_news_processor"
],
"has_input": true,
@@ -1487,13 +1473,13 @@
{
"name": "sector_snapshots",
"desc": "行业板块数据",
- "rows": 15150,
+ "rows": 17340,
"readers": [
- "market_screener",
"trend_detector",
"market_scanner",
+ "mofin_db",
"strategy_lifecycle",
- "mofin_db"
+ "market_screener"
],
"writers": [
"mofin_db"
@@ -1522,21 +1508,21 @@
"rows": 0,
"readers": [
"server",
- "intraday_health_check",
"per_stock_reassess",
+ "intraday_health_check",
+ "batch_reassess",
"xiaoguo_signal_consumer",
- "system_audit",
"macro_signal_consumer",
- "batch_reassess"
+ "system_audit"
],
"writers": [
+ "macro_context_collector",
"mofin_news",
"xiaoguo_news_processor",
- "xiaoguo_signal_consumer",
"divergence_detector",
"xiaoguo_scanner",
"macro_signal_consumer",
- "macro_context_collector"
+ "xiaoguo_signal_consumer"
],
"has_input": true,
"has_output": true,
@@ -1629,10 +1615,10 @@
"readers": [
"trend_detector",
"mofin_news",
- "xiaoguo_news_processor",
"per_stock_reassess",
- "strategy_lifecycle",
- "mofin_db"
+ "xiaoguo_news_processor",
+ "mofin_db",
+ "strategy_lifecycle"
],
"writers": [
"mofin_db"
@@ -1680,13 +1666,13 @@
"trend_detector",
"mofin_news",
"xiaoguo_news_processor",
+ "mofin_db",
"accumulation_scanner",
- "import_full_stocks",
- "mofin_db"
+ "import_full_stocks"
],
"writers": [
- "import_full_stocks",
- "mofin_db"
+ "mofin_db",
+ "import_full_stocks"
],
"has_input": true,
"has_output": true,
@@ -1711,8 +1697,8 @@
"desc": "策略重评历史记录",
"rows": 0,
"readers": [
- "verify_reassess_pipeline",
- "mofin_db"
+ "mofin_db",
+ "verify_reassess_pipeline"
],
"writers": [
"mofin_collect"
@@ -1764,21 +1750,21 @@
{
"name": "todos",
"desc": "自愈任务队列",
- "rows": 3,
+ "rows": 4,
"readers": [
- "strategy-staleness-check",
- "morning_health_check",
- "self_todo_executor",
- "intraday_health_check"
- ],
- "writers": [
- "morning_health_check",
"intraday_health_check",
"strategy-staleness-check",
+ "self_todo_executor",
+ "morning_health_check"
+ ],
+ "writers": [
+ "self_todo_executor",
+ "morning_health_check",
+ "strategy-staleness-check",
+ "intraday_health_check",
"preflight_verify",
- "cron_health_monitor",
"mofin_collect",
- "self_todo_executor"
+ "cron_health_monitor"
],
"has_input": true,
"has_output": true,
@@ -1808,19 +1794,19 @@
"rows": 0,
"readers": [
"trend_detector",
- "stale_push_wlin",
- "mo_alphasift_bridge",
- "run_all_tests",
- "stock_quote",
"per_stock_reassess",
+ "run_all_tests",
"price_monitor",
- "xiaoguo_signal_consumer",
- "refresh_mtf_cache",
- "mofin_collect"
+ "mo_alphasift_bridge",
+ "mofin_db",
+ "stock_quote",
+ "xiaoguo_scanner",
+ "stale_push_wlin",
+ "xiaoguo_signal_consumer"
],
"writers": [
- "per_stock_reassess",
- "mofin_db"
+ "mofin_db",
+ "per_stock_reassess"
],
"has_input": true,
"has_output": true,
@@ -1877,7 +1863,8 @@
"readers": [],
"writers": [],
"last_modified": "07-06 11:32",
- "warn": true
+ "warn": true,
+ "migrated_to_db": null
},
{
"name": "analysis_output.json",
@@ -1886,7 +1873,8 @@
"readers": [],
"writers": [],
"last_modified": "06-20 12:15",
- "warn": true
+ "warn": true,
+ "migrated_to_db": null
},
{
"name": "candidate_pool.json",
@@ -1895,7 +1883,8 @@
"readers": [],
"writers": [],
"last_modified": "07-17 15:38",
- "warn": true
+ "warn": true,
+ "migrated_to_db": null
},
{
"name": "capital_flow_cache.json",
@@ -1904,7 +1893,8 @@
"readers": [],
"writers": [],
"last_modified": "07-01 15:32",
- "warn": true
+ "warn": true,
+ "migrated_to_db": null
},
{
"name": "daily_reviews.json",
@@ -1913,7 +1903,8 @@
"readers": [],
"writers": [],
"last_modified": "06-20 12:15",
- "warn": true
+ "warn": true,
+ "migrated_to_db": null
},
{
"name": "decisions_backup.json",
@@ -1922,7 +1913,8 @@
"readers": [],
"writers": [],
"last_modified": "06-20 12:15",
- "warn": true
+ "warn": true,
+ "migrated_to_db": null
},
{
"name": "decisions_backup_1129.json",
@@ -1931,7 +1923,8 @@
"readers": [],
"writers": [],
"last_modified": "06-20 12:15",
- "warn": true
+ "warn": true,
+ "migrated_to_db": null
},
{
"name": "decisions_backup_before_tagfix.json",
@@ -1940,7 +1933,8 @@
"readers": [],
"writers": [],
"last_modified": "06-20 12:15",
- "warn": true
+ "warn": true,
+ "migrated_to_db": null
},
{
"name": "evaluation.json",
@@ -1949,7 +1943,8 @@
"readers": [],
"writers": [],
"last_modified": "06-20 12:15",
- "warn": true
+ "warn": true,
+ "migrated_to_db": null
},
{
"name": "evaluation_input.json",
@@ -1958,7 +1953,8 @@
"readers": [],
"writers": [],
"last_modified": "07-08 19:50",
- "warn": true
+ "warn": true,
+ "migrated_to_db": null
},
{
"name": "format_error_library.json",
@@ -1967,7 +1963,8 @@
"readers": [],
"writers": [],
"last_modified": "07-12 03:15",
- "warn": true
+ "warn": true,
+ "migrated_to_db": null
},
{
"name": "growth_registry.json",
@@ -1975,17 +1972,19 @@
"size_kb": 1.3,
"readers": [],
"writers": [],
- "last_modified": "07-14 12:45",
- "warn": true
+ "last_modified": "07-20 12:45",
+ "warn": true,
+ "migrated_to_db": null
},
{
"name": "hardcode_audit.json",
"desc": "",
- "size_kb": 3430.7,
+ "size_kb": 3680.4,
"readers": [],
"writers": [],
- "last_modified": "07-17 17:26",
- "warn": true
+ "last_modified": "07-20 17:26",
+ "warn": true,
+ "migrated_to_db": null
},
{
"name": "health_checklist.json",
@@ -1993,62 +1992,81 @@
"size_kb": 12.2,
"readers": [],
"writers": [],
- "last_modified": "07-17 08:00",
- "warn": true
+ "last_modified": "07-20 08:00",
+ "warn": true,
+ "migrated_to_db": null
},
{
"name": "live_prices.json",
- "desc": "",
+ "desc": "(已迁移到DB表 live_prices，此为遗留文件)",
"size_kb": 2.8,
"readers": [],
"writers": [],
"last_modified": "07-06 11:00",
- "warn": true
+ "warn": false,
+ "migrated_to_db": "live_prices"
},
{
"name": "macro_context.json",
- "desc": "宏观上下文JSON（旧兼容层）",
+ "desc": "宏观上下文JSON（旧兼容层） (已迁移到DB表 macro_context_log，此为遗留文件)",
"size_kb": 3.5,
"readers": [],
"writers": [],
"last_modified": "07-06 11:32",
- "warn": true
+ "warn": false,
+ "migrated_to_db": "macro_context_log"
},
{
"name": "macro_divergence_state.json",
"desc": "",
- "size_kb": 2.2,
+ "size_kb": 0.3,
"readers": [],
"writers": [],
- "last_modified": "07-17 15:30",
- "warn": true
+ "last_modified": "07-20 15:31",
+ "warn": true,
+ "migrated_to_db": null
},
{
"name": "macro_risk_state.json",
- "desc": "宏观风险状态（采集器写入）",
- "size_kb": 1.3,
+ "desc": "宏观风险状态（采集器写入） (已迁移到DB表 macro_context_log，此为遗留文件)",
+ "size_kb": 0.8,
"readers": [],
"writers": [],
- "last_modified": "07-17 16:31",
- "warn": true
+ "last_modified": "07-20 16:30",
+ "warn": false,
+ "migrated_to_db": "macro_context_log"
+ },
+ {
+ "name": "market.json",
+ "desc": "市场概况数据 (已迁移到DB表 market_snapshots，此为遗留文件)",
+ "size_kb": 0.2,
+ "readers": [],
+ "writers": [],
+ "last_modified": "07-20 17:23",
+ "warn": false,
+ "migrated_to_db": "market_snapshots"
},
{
"name": "mofin_health.json",
"desc": "健康监控数据",
- "size_kb": 84.0,
- "readers": [],
+ "size_kb": 85.7,
+ "readers": [
+ "analyze_health"
+ ],
"writers": [],
- "last_modified": "07-17 22:30",
- "warn": true
+ "last_modified": "07-20 17:23",
+ "warn": false,
+ "migrated_to_db": null
},
{
"name": "multi_tf_cache.json",
- "desc": "多周期均线缓存",
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"readers": [],
"writers": [],
"last_modified": "07-06 11:32",
- "warn": true
+ "warn": false,
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},
{
"name": "new_opportunities.json",
@@ -2057,7 +2075,8 @@
"readers": [],
"writers": [],
"last_modified": "06-20 12:15",
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+ "warn": true,
+ "migrated_to_db": null
},
{
"name": "pipeline_registry.json",
@@ -2066,18 +2085,20 @@
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"writers": [],
"last_modified": "07-17 08:01",
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+ "size_kb": 5.1,
"readers": [
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],
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- "warn": false
+ "last_modified": "07-20 08:03",
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+ "migrated_to_db": null
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{
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@@ -2085,26 +2106,29 @@
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"writers": [],
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- "warn": true
+ "last_modified": "07-20 08:30",
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+ "last_modified": "07-20 17:06",
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{
"name": "price_history.json",
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- "size_kb": 19.4,
+ "desc": "(已迁移到DB表 price_events，此为遗留文件)",
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"writers": [],
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+ "last_modified": "07-20 17:08",
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{
"name": "push_cooldown.json",
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"writers": [],
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"writers": [],
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},
{
"name": "sector_recommendation_test.json",
@@ -2131,7 +2157,8 @@
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"writers": [],
"last_modified": "06-20 12:15",
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{
"name": "stock_name_code_cache.json",
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"writers": [],
"last_modified": "06-22 19:58",
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{
"name": "stock_profiles.json",
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"writers": [],
"last_modified": "06-20 12:15",
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{
"name": "stock_sector_map.json",
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"writers": [],
"last_modified": "06-20 12:15",
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},
{
"name": "strategy_feedback.json",
@@ -2167,16 +2197,18 @@
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"writers": [],
"last_modified": "06-20 12:15",
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{
"name": "strategy_staleness_report.json",
"desc": "策略过期报告",
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+ "size_kb": 31.4,
"readers": [],
"writers": [],
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{
"name": "system_audit.json",
@@ -2185,7 +2217,8 @@
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"writers": [],
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{
"name": "system_audit_report.json",
@@ -2194,7 +2227,8 @@
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"writers": [],
"last_modified": "07-17 17:30",
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+ "warn": true,
+ "migrated_to_db": null
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{
"name": "system_inventory.json",
@@ -2203,7 +2237,8 @@
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"writers": [],
"last_modified": "07-08 11:34",
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{
"name": "system_state.json",
@@ -2212,7 +2247,8 @@
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"writers": [],
"last_modified": "06-20 12:15",
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+ "warn": true,
+ "migrated_to_db": null
},
{
"name": "xiaoguo_insights.json",
@@ -2221,7 +2257,8 @@
"readers": [],
"writers": [],
"last_modified": "07-07 16:14",
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},
{
"name": "xiaoguo_sentiment.json",
@@ -2230,7 +2267,8 @@
"readers": [],
"writers": [],
"last_modified": "06-20 12:15",
- "warn": true
+ "warn": true,
+ "migrated_to_db": null
}
],
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@@ -2240,7 +2278,7 @@
"script": "monitor_300308.py",
"schedule": "*/2 13-14 * * 1-5",
"status": "ok",
- "last_run": "2026-07-17T14:58:53",
+ "last_run": "2026-07-20T14:58:41",
"profile": "position-analyst"
},
{
@@ -2249,7 +2287,7 @@
"script": "300308_monitor.py",
"schedule": "*/2 13-14 * * 1-5",
"status": "ok",
- "last_run": "2026-07-17T14:58:52",
+ "last_run": "2026-07-20T14:58:41",
"profile": "position-analyst"
},
{
@@ -2258,7 +2296,7 @@
"script": "cron_watchdog.py",
"schedule": "*/15 9-16 * * 1-5",
"status": "error",
- "last_run": "2026-07-17T16:45:47",
+ "last_run": "2026-07-20T16:45:59",
"profile": "default"
},
{
@@ -2267,7 +2305,7 @@
"script": "fix_gateway_port.py",
"schedule": "every 10m",
"status": "ok",
- "last_run": "2026-07-17T22:37:17",
+ "last_run": "2026-07-20T17:29:09",
"profile": "position-analyst"
},
{
@@ -2276,7 +2314,7 @@
"script": "morning_health_check.py",
"schedule": "0 8 * * 1-5",
"status": "ok",
- "last_run": "2026-07-17T08:01:23",
+ "last_run": "2026-07-20T08:01:00",
"profile": "position-analyst"
},
{
@@ -2285,7 +2323,7 @@
"script": "bot_monitor.sh",
"schedule": "every 60m",
"status": "ok",
- "last_run": "2026-07-17T22:36:01",
+ "last_run": "2026-07-20T17:03:27",
"profile": "default"
},
{
@@ -2294,7 +2332,7 @@
"script": "cron_to_xmpp.py",
"schedule": "* 9-16 * * 1-5",
"status": "ok",
- "last_run": "2026-07-17T16:59:07",
+ "last_run": "2026-07-20T16:59:26",
"profile": "default"
},
{
@@ -2303,7 +2341,7 @@
"script": "cron_to_xmpp.py",
"schedule": "*/5 9-16 * * 1-5",
"status": "ok",
- "last_run": "2026-07-17T16:55:43",
+ "last_run": "2026-07-20T16:55:44",
"profile": "position-analyst"
},
{
@@ -2312,7 +2350,7 @@
"script": null,
"schedule": "0 * * * *",
"status": "error",
- "last_run": "2026-07-17T22:13:38",
+ "last_run": "2026-07-20T16:06:26",
"profile": "default"
},
{
@@ -2320,8 +2358,8 @@
"type": "no_agent",
"script": "vacuum_state_db.py",
"schedule": "0 3 * * 6",
- "status": "ok",
- "last_run": "2026-07-11T03:00:22",
+ "status": "error",
+ "last_run": "2026-07-18T03:00:55",
"profile": "position-analyst"
},
{
@@ -2330,7 +2368,7 @@
"script": "wiki_health_aggregate.py",
"schedule": "0 3 * * *",
"status": "error",
- "last_run": "2026-07-17T03:04:41",
+ "last_run": "2026-07-20T03:04:14",
"profile": "default"
},
{
@@ -2339,7 +2377,7 @@
"script": "xiaoguo_quick_scan.py",
"schedule": "*/15 * * * *",
"status": "ok",
- "last_run": "2026-07-17T22:45:03",
+ "last_run": "2026-07-20T17:15:19",
"profile": "default"
},
{
@@ -2348,7 +2386,7 @@
"script": "xiaoguo_tunnel_watchdog.sh",
"schedule": "*/5 * * * *",
"status": "ok",
- "last_run": "2026-07-17T22:45:03",
+ "last_run": "2026-07-20T17:25:18",
"profile": "default"
},
{
@@ -2357,7 +2395,7 @@
"script": "accumulation_scanner.py",
"schedule": "*/10 9-15 * * 1-5",
"status": "ok",
- "last_run": "2026-07-17T15:50:36",
+ "last_run": "2026-07-20T15:50:33",
"profile": "position-analyst"
},
{
@@ -2366,7 +2404,7 @@
"script": "price_monitor.py",
"schedule": "*/2 9-16 * * 1-5",
"status": "error",
- "last_run": "2026-07-17T17:00:45",
+ "last_run": "2026-07-20T16:59:34",
"profile": "position-analyst"
},
{
@@ -2375,7 +2413,7 @@
"script": "promote_candidates.py",
"schedule": "*/30 9-15 * * 1-5",
"status": "error",
- "last_run": "2026-07-17T15:30:52",
+ "last_run": "2026-07-20T15:31:09",
"profile": "position-analyst"
},
{
@@ -2383,8 +2421,8 @@
"type": "no_agent",
"script": "candidate_filter.py",
"schedule": "*/30 9-15 * * 1-5",
- "status": "error",
- "last_run": "2026-07-17T15:30:50",
+ "status": "ok",
+ "last_run": "2026-07-20T15:31:06",
"profile": "position-analyst"
},
{
@@ -2392,8 +2430,8 @@
"type": "no_agent",
"script": "mofin_health.py",
"schedule": "*/15 9-16,20-22 * * 1-5",
- "status": "ok",
- "last_run": "2026-07-17T22:30:06",
+ "status": "error",
+ "last_run": "2026-07-20T16:45:41",
"profile": "position-analyst"
},
{
@@ -2402,7 +2440,7 @@
"script": "meta_growth.py",
"schedule": "45 0,12 * * 1-5",
"status": "ok",
- "last_run": "2026-07-17T12:45:26",
+ "last_run": "2026-07-20T12:45:47",
"profile": "position-analyst"
},
{
@@ -2411,7 +2449,7 @@
"script": "cron_health_monitor.py",
"schedule": "*/10 9-16 * * 1-5",
"status": "ok",
- "last_run": "2026-07-17T16:50:43",
+ "last_run": "2026-07-20T16:51:10",
"profile": "position-analyst"
},
{
@@ -2429,7 +2467,7 @@
"script": "branch_scanner.py",
"schedule": "15,30,45,00 9-15 * * 1-5",
"status": "ok",
- "last_run": "2026-07-17T15:45:15",
+ "last_run": "2026-07-20T15:45:12",
"profile": "position-analyst"
},
{
@@ -2447,7 +2485,7 @@
"script": "refresh_mtf_cache.py",
"schedule": "0 9,11,14 * * 1-5",
"status": "ok",
- "last_run": "2026-07-17T11:01:55",
+ "last_run": "2026-07-20T14:02:11",
"profile": "position-analyst"
},
{
@@ -2455,8 +2493,8 @@
"type": "LLM",
"script": "",
"schedule": "{'kind': 'cron', 'expr': '*/10 * * * *'}",
- "status": "error",
- "last_run": "2026-07-17T22:44:17",
+ "status": "ok",
+ "last_run": "2026-07-20T17:20:50",
"profile": "default"
},
{
@@ -2465,7 +2503,7 @@
"script": "refresh_macro_context.py",
"schedule": "*/30 9-15 * * 1-5",
"status": "ok",
- "last_run": "2026-07-17T15:30:48",
+ "last_run": "2026-07-20T15:31:07",
"profile": "position-analyst"
},
{
@@ -2474,7 +2512,7 @@
"script": "macro_context_collector.py",
"schedule": "*/30 8-16 * * *",
"status": "ok",
- "last_run": "2026-07-17T16:31:07",
+ "last_run": "2026-07-20T16:30:58",
"profile": "position-analyst"
},
{
@@ -2483,7 +2521,7 @@
"script": "macro_signal_consumer.py",
"schedule": "5,20,35,50 9-15 * * 1-5",
"status": "ok",
- "last_run": "2026-07-17T15:50:20",
+ "last_run": "2026-07-20T15:50:18",
"profile": "position-analyst"
},
{
@@ -2492,7 +2530,7 @@
"script": null,
"schedule": "30 8 * * 1-5",
"status": "ok",
- "last_run": "2026-07-17T08:42:57",
+ "last_run": "2026-07-20T08:43:03",
"profile": "position-analyst"
},
{
@@ -2509,8 +2547,8 @@
"type": "LLM",
"script": null,
"schedule": "0 10 * * 0,6",
- "status": "error",
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+ "status": "ok",
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"profile": "position-analyst"
},
{
@@ -2519,7 +2557,7 @@
"script": "market_screener.py",
"schedule": "35 15 * * 1-5",
"status": "ok",
- "last_run": "2026-07-17T15:37:04",
+ "last_run": "2026-07-20T15:35:16",
"profile": "position-analyst"
},
{
@@ -2528,7 +2566,7 @@
"script": "market_watch.py",
"schedule": "*/10 9-11,13-15 * * 1-5",
"status": "ok",
- "last_run": "2026-07-17T15:50:31",
+ "last_run": "2026-07-20T15:50:32",
"profile": "position-analyst"
},
{
@@ -2536,8 +2574,8 @@
"type": "no_agent",
"script": "market_watch.py",
"schedule": "0,30 9-16 * * 1-5",
- "status": "ok",
- "last_run": "2026-07-17T16:30:30",
+ "status": "error",
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"profile": "default"
},
{
@@ -2545,8 +2583,8 @@
"type": "LLM",
"script": null,
"schedule": "0 16 * * 1-5",
- "status": "error",
- "last_run": "2026-07-16T16:04:39",
+ "status": "ok",
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"profile": "position-analyst"
},
{
@@ -2554,8 +2592,8 @@
"type": "no_agent",
"script": "advice_reconciliation.py",
"schedule": "0 20 * * 6",
- "status": "ok",
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+ "status": "error",
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"profile": "position-analyst"
},
{
@@ -2563,8 +2601,8 @@
"type": "no_agent",
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"schedule": "30 8 * * 1-5",
- "status": "error",
- "last_run": "2026-07-17T08:31:08",
+ "status": "ok",
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"profile": "position-analyst"
},
{
@@ -2576,15 +2614,6 @@
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"profile": "position-analyst"
},
- {
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- "profile": "position-analyst"
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{
"name": "持仓情报-盘后",
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@@ -2609,7 +2638,7 @@
"script": "sync_dashboard.py",
"schedule": "55 8 * * *",
"status": "ok",
- "last_run": "2026-07-17T08:55:29",
+ "last_run": "2026-07-20T08:55:46",
"profile": "default"
},
{
@@ -2617,8 +2646,8 @@
"type": "no_agent",
"script": "data_governance.py",
"schedule": "0 10 * * 6",
- "status": "ok",
- "last_run": "2026-07-11T10:00:53",
+ "status": "error",
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"profile": "position-analyst"
},
{
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"script": null,
"schedule": "0 22 * * *",
"status": "error",
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"profile": "default"
},
{
@@ -2645,7 +2674,7 @@
"script": "intraday_health_check.py",
"schedule": "*/15 9-15 * * 1-5",
"status": "ok",
- "last_run": "2026-07-17T15:45:13",
+ "last_run": "2026-07-20T15:45:12",
"profile": "position-analyst"
},
{
@@ -2653,8 +2682,8 @@
"type": "no_agent",
"script": "premarket_full_review.py",
"schedule": "10 8 * * 1-5",
- "status": "ok",
- "last_run": "2026-07-17T08:11:38",
+ "status": "error",
+ "last_run": "2026-07-20T08:12:09",
"profile": "position-analyst"
},
{
@@ -2662,8 +2691,8 @@
"type": "LLM",
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"schedule": "30 8 * * 1-5",
- "status": "error",
- "last_run": "2026-07-17T08:34:32",
+ "status": "ok",
+ "last_run": "2026-07-20T08:43:15",
"profile": "default"
},
{
@@ -2671,8 +2700,8 @@
"type": "LLM",
"script": null,
"schedule": "0 22 * * 0",
- "status": "ok",
- "last_run": "2026-07-05T22:05:42",
+ "status": "error",
+ "last_run": "2026-07-19T22:04:59",
"profile": "default"
},
{
@@ -2680,8 +2709,8 @@
"type": "no_agent",
"script": "market_insight.py",
"schedule": "35 15 * * 1-5",
- "status": "ok",
- "last_run": "2026-07-17T15:36:56",
+ "status": "error",
+ "last_run": "2026-07-20T15:35:06",
"profile": "position-analyst"
},
{
@@ -2690,7 +2719,7 @@
"script": null,
"schedule": "0 22 * * *",
"status": "error",
- "last_run": "2026-07-17T22:05:11",
+ "last_run": "2026-07-19T22:04:55",
"profile": "default"
},
{
@@ -2699,7 +2728,7 @@
"script": "hardcode_scanner.py",
"schedule": "25 17 * * 1-5",
"status": "ok",
- "last_run": "2026-07-17T17:26:31",
+ "last_run": "2026-07-20T17:26:10",
"profile": "position-analyst"
},
{
@@ -2725,8 +2754,8 @@
"type": "no_agent",
"script": "strategy_evaluator.py",
"schedule": "0 21 * * 6",
- "status": "ok",
- "last_run": "2026-07-11T21:00:58",
+ "status": "error",
+ "last_run": "2026-07-18T21:00:18",
"profile": "position-analyst"
},
{
@@ -2744,7 +2773,7 @@
"script": "review_needed_watchdog.py",
"schedule": "0,30 9-15 * * 1-5",
"status": "ok",
- "last_run": "2026-07-17T15:30:40",
+ "last_run": "2026-07-20T15:30:59",
"profile": "position-analyst"
},
{
@@ -2753,7 +2782,7 @@
"script": "system_health_check.py",
"schedule": "0 9 * * 1-5",
"status": "ok",
- "last_run": "2026-07-17T10:34:47",
+ "last_run": "2026-07-20T10:38:16",
"profile": "position-analyst"
},
{
@@ -2771,7 +2800,7 @@
"script": "self_todo_executor.py",
"schedule": "*/10 8-22 * * 1-5",
"status": "ok",
- "last_run": "2026-07-17T22:40:05",
+ "last_run": "2026-07-20T17:20:45",
"profile": "position-analyst"
},
{
@@ -2780,7 +2809,7 @@
"script": "relay_knowledge_report.py",
"schedule": "10 22 * * *",
"status": "ok",
- "last_run": "2026-07-17T22:10:53",
+ "last_run": "2026-07-19T22:10:37",
"profile": "default"
},
{
@@ -2788,8 +2817,8 @@
"type": "no_agent",
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"schedule": "0 12,15 * * 1-5",
- "status": "error",
- "last_run": "2026-07-17T15:03:07",
+ "status": "ok",
+ "last_run": "2026-07-20T15:02:36",
"profile": "position-analyst"
},
{
@@ -2797,8 +2826,8 @@
"type": "LLM",
"script": null,
"schedule": "0 20 * * 6",
- "status": "ok",
- "last_run": "2026-07-04T20:13:24",
+ "status": "error",
+ "last_run": "2026-07-18T20:04:35",
"profile": "default"
},
{
@@ -2806,8 +2835,8 @@
"type": "no_agent",
"script": "stale_detector.py",
"schedule": "30 10 * * 0,6",
- "status": "ok",
- "last_run": "2026-07-12T10:30:57",
+ "status": "error",
+ "last_run": "2026-07-19T10:30:14",
"profile": "position-analyst"
},
{
@@ -2816,7 +2845,7 @@
"script": "clean_watchlist.py",
"schedule": "5 9 * * 1-5",
"status": "ok",
- "last_run": "2026-07-17T09:05:03",
+ "last_run": "2026-07-20T09:06:12",
"profile": "position-analyst"
},
{
@@ -2825,7 +2854,7 @@
"script": "memory_guardian.py",
"schedule": "0 7 * * *",
"status": "ok",
- "last_run": "2026-07-17T07:00:47",
+ "last_run": "2026-07-20T07:02:49",
"profile": "position-analyst"
},
{
@@ -2834,7 +2863,7 @@
"script": "memory_guardian.py",
"schedule": "0 7 * * *",
"status": "error",
- "last_run": "2026-07-17T07:02:58",
+ "last_run": "2026-07-20T07:02:09",
"profile": "default"
},
{
@@ -2843,7 +2872,7 @@
"script": "capital_flow_collector.py",
"schedule": "1,31 9-15 * * 1-5",
"status": "ok",
- "last_run": "2026-07-17T15:31:44",
+ "last_run": "2026-07-20T15:32:20",
"profile": "position-analyst"
},
{
@@ -2852,7 +2881,7 @@
"script": "divergence_detector.py",
"schedule": "*/30 8-15 * * *",
"status": "ok",
- "last_run": "2026-07-17T15:30:42",
+ "last_run": "2026-07-20T15:31:01",
"profile": "position-analyst"
},
{
@@ -2860,8 +2889,8 @@
"type": "no_agent",
"script": "divergence_detector.py",
"schedule": "30 8-16/2 * * 0,6",
- "status": "ok",
- "last_run": "2026-07-12T16:30:18",
+ "status": "error",
+ "last_run": "2026-07-19T16:30:12",
"profile": "position-analyst"
},
{
@@ -2870,7 +2899,7 @@
"script": "verify_reassess_pipeline.py",
"schedule": "*/30 9-16 * * 1-5",
"status": "ok",
- "last_run": "2026-07-17T16:31:06",
+ "last_run": "2026-07-20T16:30:56",
"profile": "position-analyst"
},
{
@@ -2878,9 +2907,46 @@
"type": "LLM",
"script": null,
"schedule": "28 9 * * 1-5",
- "status": "error",
- "last_run": "2026-07-17T09:33:09",
+ "status": "ok",
+ "last_run": "2026-07-20T09:54:17",
"profile": "default"
}
+ ],
+ "db_freshness": [
+ {
+ "table": "mtf_cache",
+ "label": "多周期均线缓存",
+ "last_record": "07-20 17:08",
+ "age_hours": 0.4,
+ "warn": false
+ },
+ {
+ "table": "macro_context_log",
+ "label": "宏观上下文",
+ "last_record": "07-20 15:31",
+ "age_hours": 2.0,
+ "warn": false
+ },
+ {
+ "table": "market_snapshots",
+ "label": "市场快照",
+ "last_record": "07-20 15:30",
+ "age_hours": 2.0,
+ "warn": false
+ },
+ {
+ "table": "live_prices",
+ "label": "实时价格",
+ "last_record": "07-20 17:05",
+ "age_hours": 0.4,
+ "warn": false
+ },
+ {
+ "table": "price_events.json",
+ "label": "价格事件",
+ "last_record": "07-20 17:06",
+ "age_hours": 0.4,
+ "warn": false
+ }
]
}
\ No newline at end of file