fix: 全面系统修复 — delivery目标修正 + 脚本同步 + refresh_mtf_cache import修复 + clean_watchlist硬编码修复

修复清单:
- cron delivery修正:10个job从deliver=origin/all改为local,消除推送错误
- refresh_mtf_cache.py:替换strategy_lifecycle.PORTFOLIO_PATH导入为mofin_db直接读DB
- clean_watchlist.py:修复mo_data导入名错误和JSON硬编码路径
- MoFin/scripts/与profile scripts互相补全,双向sync到一致
- price_monitor.py:现金源从portfolio_summary表改为cash_log(Dad确认的现金权威)
- 更新watchlist.json加入000850华茂股份
This commit is contained in:
知微
2026-07-06 14:01:54 +08:00
parent 3e2f0315eb
commit 66962ae190
62 changed files with 23364 additions and 83 deletions
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#!/usr/bin/env python3
"""
mo_provider.py — MoFin 统一数据源适配器
封装 DSA (daily_stock_analysis) 的数据源层作为 MoFin 的备份/增强数据管道。
架构:
主数据源:TDX Relay(通達信实时行情,走招商证券 7727 服务器)
备份数据源:DSA DataFetcherManager16 个 fetcher,自动 fallback
用法:
from mo_provider import MoDataProvider
provider = MoDataProvider()
# 获取实时行情(TDX 优先,失败 → Tencent API → DSA fallback
realtime = provider.get_realtime("00700")
# 获取 K 线数据(优先本地缓存,失败 → DSA)
kline = provider.get_kline("600519", period="daily")
# 新闻搜索(DSA 的 search_service
news = provider.search_news("腾讯控股")
依赖:
DSA 代码需在 ../../daily-stock-analysis/ZhuLinsen-daily_stock_analysis-a448886/
安装 DSA 依赖: pip install -r ../../daily-stock-analysis/...requirements.txt
"""
import sys
import os
import json
import logging
from datetime import datetime
logger = logging.getLogger(__name__)
# ── 路径配置 ─────────────────────────────────────────────────────────
# DSA 源码路径(按优先级尝试)
_DSA_CANDIDATES = [
"/home/hmo/daily-stock-analysis", # 服务器部署路径
os.path.normpath(os.path.join( # 本地开发路径
os.path.dirname(os.path.abspath(__file__)),
"..", "daily-stock-analysis", "ZhuLinsen-daily_stock_analysis-a448886"
)),
]
_DSA_BASE = None
for _c in _DSA_CANDIDATES:
if os.path.isdir(_c) and os.path.isfile(os.path.join(_c, "data_provider", "base.py")):
_DSA_BASE = _c
break
_HAS_DSA = _DSA_BASE is not None
# ── MoDataProvider ───────────────────────────────────────────────────
class MoDataProvider:
"""MoFin 统一数据获取门面。
- TDX Relay 作为实时行情的主源(港股接近实时)
- DSA 作为备份源(当 TDX 不可用时自动 fallback
- 所有数据获取统一走此类,禁止各文件自己实现
"""
def __init__(self, tdx_url: str = None):
self._dsa_manager = None # 懒加载 DSA DataFetcherManager
self._tdx_url = tdx_url or "http://localhost:8080" # TDX relay 地址
# ── DSA 懒加载 ───────────────────────────────────────────────
@property
def has_dsa(self) -> bool:
"""DSA 数据源是否可用"""
return _HAS_DSA
def _ensure_dsa(self):
"""懒加载 DSA DataFetcherManager"""
if self._dsa_manager is not None:
return self._dsa_manager
if not _HAS_DSA:
logger.warning("DSA 源码不在 %s,无法使用备份数据源", _DSA_BASE)
return None
try:
sys.path.insert(0, _DSA_BASE)
from data_provider.base import DataFetcherManager
self._dsa_manager = DataFetcherManager()
logger.info("DSA DataFetcherManager 已加载(16个数据源)")
except Exception as e:
logger.warning("加载 DSA DataFetcherManager 失败: %s", e)
self._dsa_manager = None
return self._dsa_manager
# ── 实时行情 ──────────────────────────────────────────────────
def get_realtime(self, code: str) -> dict | None:
"""获取实时行情。
优先级:TDX → Tencent API → DSA fallback
Returns:
dict with: price, change_pct, volume, name, currency
或 None(所有源均失败)
"""
# 1. 尝试 TDX Relay
try:
import urllib.request
url = f"{self._tdx_url}/realtime/{code}"
req = urllib.request.Request(url)
with urllib.request.urlopen(req, timeout=3) as r:
data = json.loads(r.read())
if data.get("price"):
logger.debug("TDX relay 返回 %s 行情: %.2f", code, data["price"])
return data
except Exception:
pass
# 2. 尝试 Tencent API
try:
return self._get_tencent_realtime(code)
except Exception:
pass
# 3. DSA fallback
dsa = self._ensure_dsa()
if dsa:
try:
# DSA 的 get_realtime_quote
result = dsa.get_realtime_quote(code)
if result:
logger.info("DSA fallback 返回 %s 行情", code)
return {"price": result.price, "name": result.name}
except Exception as e:
logger.debug("DSA fallback 失败: %s", e)
logger.warning("所有数据源均无法获取 %s 的行情", code)
return None
def _get_tencent_realtime(self, code: str) -> dict | None:
"""通过 Tencent API 获取实时行情"""
import urllib.request
from mo_models import normalize_code
raw = normalize_code(code)
# 判断市场
if raw[0] in ('0', '1') and len(raw) == 5:
market = "hk"
qt_code = f"hk{raw}"
elif raw.startswith("6"):
market = "sh"
qt_code = f"sh{raw}"
elif raw.startswith(("0", "3")):
market = "sz"
qt_code = f"sz{raw}"
else:
return None
url = f"https://qt.gtimg.cn/q={qt_code}"
req = urllib.request.Request(url, headers={"User-Agent": "Mozilla/5.0"})
with urllib.request.urlopen(req, timeout=5) as r:
text = r.read().decode("gbk")
# 解析 Tencent 行情格式
parts = text.split("~")
if len(parts) > 40:
return {
"code": code,
"name": parts[1],
"price": float(parts[3]) if parts[3] else 0,
"change_pct": float(parts[32]) if parts[32] else 0,
"volume": int(parts[6]) if parts[6] else 0,
"market": market,
}
return None
# ── K 线数据 ──────────────────────────────────────────────────
def get_kline(self, code: str, period: str = "daily", count: int = 60) -> list | None:
"""获取 K 线数据。
Args:
code: 股票代码
period: daily/weekly/monthly
count: 获取条数
Returns:
list of dict 或 None
"""
dsa = self._ensure_dsa()
if not dsa:
return None
try:
df = dsa.get_daily_data(code, period=period, limit=count)
if df is not None and not df.empty:
return df.to_dict("records")
except Exception as e:
logger.warning("DSA get_kline 失败: %s", e)
return None
# ── 分钟级 K 线 ──────────────────────────────────────────────
_last_minute_call = 0 # 限流时间戳
def get_minute_kline(self, code: str, count: int = 60) -> list | None:
"""获取1分钟K线数据(东方财富 push2)。
限流保护:每次调用间隔至少1秒,批量查询间隔2秒。
Args:
code: 股票代码(6位,如'600519'
count: 获取条数(最大240,约4小时)
Returns:
[{"time":"09:31","open":xx,"close":xx,"high":xx,"low":xx,"volume":xx,"amount":xx}, ...]
或 None
"""
import time, urllib.request
now = time.time()
elapsed = now - self._last_minute_call
if elapsed < 1.0:
time.sleep(1.0 - elapsed)
# A股secid: 1.上海 0.深圳
secid = f"1.{code}" if code.startswith(('6','5')) else f"0.{code}"
url = (f"https://push2.eastmoney.com/api/qt/stock/kline/get"
f"?secid={secid}&fields1=f1,f2,f3&fields2=f51,f52,f53,f54,f55,f56,f57"
f"&klt=1&fqt=1&end=20500101&lmt={min(count, 240)}")
try:
req = urllib.request.Request(url, headers={"User-Agent": "Mozilla/5.0"})
resp = urllib.request.urlopen(req, timeout=8)
data = json.loads(resp.read())["data"]["klines"]
result = []
for line in data:
parts = line.split(",")
if len(parts) >= 6:
result.append({
"time": parts[0][-5:], # "2026-07-01 09:31" → "09:31"
"open": float(parts[1]),
"close": float(parts[2]),
"high": float(parts[3]),
"low": float(parts[4]),
"volume": int(parts[5]),
"amount": float(parts[6]) if len(parts) > 6 else 0,
})
self._last_minute_call = time.time()
return result
except Exception as e:
logger.warning("get_minute_kline(%s) 失败: %s", code, e)
return None
# ── 新闻搜索 ──────────────────────────────────────────────────
def search_news(self, query: str, max_results: int = 5) -> list:
"""通过 DSA 的搜索服务获取新闻。
Args:
query: 搜索关键词
max_results: 最多返回条数
Returns:
list of dict with: title, url, snippet, date
"""
dsa = self._ensure_dsa()
if not dsa:
return []
try:
from src.search_service import SearchService
service = SearchService()
results = service.search(query, limit=max_results)
return results[:max_results] if results else []
except Exception as e:
logger.debug("DSA news search 失败: %s", e)
return []
# ── 大盘分析 ──────────────────────────────────────────────────
def get_market_context(self, region: str = "cn") -> str | None:
"""获取 DSA 的市场复盘摘要。
Args:
region: cn/hk/us/both
Returns:
市场上下文文本 或 None
"""
dsa = self._ensure_dsa()
if not dsa:
return None
try:
from src.core.market_review import run_market_review
from src.config import get_config
config = get_config()
result = run_market_review(config=config, send_notification=False)
if result and hasattr(result, 'report'):
return result.report
except Exception as e:
logger.debug("DSA market review 失败: %s", e)
return None
# ── 基本面 ────────────────────────────────────────────────────
def get_fundamentals(self, code: str) -> dict | None:
"""获取股票基本面数据(PE/PB/ROE 等)"""
dsa = self._ensure_dsa()
if not dsa:
return None
try:
from data_provider.fundamental_adapter import AkshareFundamentalAdapter
adapter = AkshareFundamentalAdapter()
return adapter.get_fundamentals(code)
except Exception:
pass
return None
# ── 单例 ────────────────────────────────────────────────────────────
_provider_instance: MoDataProvider | None = None
def get_provider() -> MoDataProvider:
"""获取 MoDataProvider 单例"""
global _provider_instance
if _provider_instance is None:
_provider_instance = MoDataProvider()
return _provider_instance
# ── 便捷函数 ────────────────────────────────────────────────────────
def get_realtime(code: str) -> dict | None:
"""便捷函数:获取实时行情"""
return get_provider().get_realtime(code)
def get_market_context() -> str | None:
"""便捷函数:获取大盘上下文"""
return get_provider().get_market_context()
def search_news(query: str) -> list:
"""便捷函数:搜索新闻"""
return get_provider().search_news(query)
# ── 自检 ────────────────────────────────────────────────────────────
if __name__ == "__main__":
provider = MoDataProvider()
print(f"DSA 可用: {provider.has_dsa}")
print(f"DSA 路径: {_DSA_BASE}")
if provider.has_dsa:
manager = provider._ensure_dsa()
print(f"DataFetcherManager: {'已加载' if manager else '加载失败'}")
# 测试 Tencent API
try:
result = provider._get_tencent_realtime("00700")
print(f"\nTencent API 测试 (00700): {result}")
except Exception as e:
print(f"Tencent API 测试失败: {e}")