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
2026-07-06 14:01:54 +08:00
parent 3e2f0315eb
commit 66962ae190
62 changed files with 23364 additions and 83 deletions
@@ -0,0 +1,121 @@
+#!/usr/bin/env python3
+"""post_mortem.py - 知微历史报告复盘 + 自我改进引擎
+
+读取所有历史报告,提炼分析模式,生成升级方案。
+"""
+
+import json
+import re
+from collections import defaultdict
+from datetime import datetime
+from pathlib import Path
+
+DATA_DIR = Path(__file__).parent / "data"
+REPORTS_DIR = DATA_DIR / "reports"
+
+
+def load_reports():
+    reports = []
+    for f in sorted(REPORTS_DIR.iterdir()):
+        if f.suffix == ".json" and f.stat().st_size > 200:
+            try:
+                reports.append(json.loads(f.read_text()))
+            except:
+                pass
+    return reports
+
+
+def analyze_stock_timeline(code):
+    """提取某只股票在所有报告中的分析时间线"""
+    entries = []
+    for r in load_reports():
+        content = r.get("content", "")
+        if code in content:
+            lines = content.split("\n")
+            for i, line in enumerate(lines):
+                if code in line and ("止损" in line or "止盈" in line or "补仓" in line or "买入" in line or "卖出" in line or "持有" in line or "减仓" in line):
+                    entries.append({
+                        "time": r.get("created_at", ""),
+                        "type": r.get("type", ""),
+                        "title": r.get("title", ""),
+                        "line": line.strip()[:120],
+                        "context": "\n".join(lines[max(0,i-1):i+2]),
+                    })
+    return entries
+
+
+def generate_retrospective(code, name):
+    """对某只股票过去所有建议做复盘"""
+    entries = analyze_stock_timeline(code)
+    if not entries:
+        return None
+    
+    result = {
+        "code": code,
+        "name": name,
+        "entry_count": len(entries),
+        "first_seen": entries[0]["time"],
+        "last_seen": entries[-1]["time"],
+        "timeline": entries,
+    }
+    return result
+
+
+def identify_gaps():
+    """识别知微的分析gap"""
+    reports = load_reports()
+    gaps = []
+    
+    # Gap 1: 缺少止盈建议（对比止损）
+    stop_loss_count = 0
+    take_profit_count = 0
+    for r in reports:
+        c = r.get("content", "")
+        stop_loss_count += c.count("止损")
+        take_profit_count += c.count("止盈")
+    
+    gap_ratio = stop_loss_count / max(take_profit_count, 1)
+    if gap_ratio > 3:
+        gaps.append(f"止损共{stop_loss_count}次，止盈仅{take_profit_count}次，比例{gap_ratio:.1f}:1。止盈意识不足，应增加止盈建议频率")
+    
+    # Gap 2: 模糊用词过多
+    vague_words = ["关注", "观望", "留意", "观察", "考虑"]
+    vague_count = sum(sum(r.get("content", "").count(w) for r in reports) for w in vague_words)
+    if vague_count > 30:
+        gaps.append(f"模糊用词（关注/观望/留意等）共{vague_count}次，应减少，改用具体动作+价格")
+    
+    # Gap 3: 跨报告连贯性
+    all_codes = set()
+    for r in reports:
+        codes = re.findall(r'\b\d{5,6}\b', r.get("content", ""))
+        all_codes.update(codes)
+    
+    for code in list(all_codes)[:5]:
+        entries = analyze_stock_timeline(code)
+        action_count = len(entries)
+        if action_count > 3:
+            gaps.append(f"{code}出现{action_count}次，没有跟踪验证之前的建议是否有效")
+    
+    return gaps
+
+
+if __name__ == "__main__":
+    print("=" * 60)
+    print("📋 知微复盘报告")
+    print(f"   生成时间: {datetime.now().strftime('%Y-%m-%d %H:%M')}")
+    print("=" * 60)
+    
+    gaps = identify_gaps()
+    print(f"\n🔍 发现 {len(gaps)} 个改进点:")
+    for g in gaps:
+        print(f"  ⚠️  {g}")
+    
+    print("\n📈 个股跟踪示例:")
+    for code, name in [("688411", "海博思创"), ("600563", "法拉电子"), ("600110", "诺德股份")]:
+        retro = generate_retrospective(code, name)
+        if retro:
+            print(f"\n  {name}({code}): {retro['entry_count']}次提及")
+            for e in retro["timeline"][-3:]:
+                print(f"    [{e['time'][:16]}] {e['line']}")
+    
+    print("\n✅ 复盘完成")