feat: 重评冷却期+LLM信号产出+reassessed_at追踪

scripts/per_stock_reassess.py

@@ -6,6 +6,31 @@ per_stock_reassess.py — 按个股触发重评
 DB holding_strategies 表（纯DB模式，已移除JSON依赖）。
 """
 import sys, json, os, re
+from datetime import datetime
+
+COOLDOWN_HOURS_TRADING = 4     # 交易时段冷却（9:00-15:00）
+COOLDOWN_HOURS_NONTRADING = 24 # 非交易时段冷却
+
+def _in_cooldown(code):
+    """检查个股是否在重评冷却期内"""
+    try:
+        import sqlite3
+        conn = sqlite3.connect("/home/hmo/MoFin/data/mofin.db")
+        r = conn.execute("SELECT reassessed_at FROM holding_strategies WHERE code=? AND status='active' ORDER BY id DESC LIMIT 1", (code,)).fetchone()
+        conn.close()
+        if not r or not r[0]:
+            return False  # 从未重评，立即执行
+        last = datetime.fromisoformat(r[0])
+        now = datetime.now()
+        # 交易时段 vs 非交易时段
+        if 9 <= now.hour < 15:
+            hours = COOLDOWN_HOURS_TRADING
+        else:
+            hours = COOLDOWN_HOURS_NONTRADING
+        diff = (now - last).total_seconds() / 3600
+        return diff < hours
+    except:
+        return False
 
 sys.path.insert(0, "/home/hmo/web-dashboard")
 sys.path.insert(0, "/home/hmo/MoFin")
@@ -197,6 +222,11 @@ def main():
     errors = 0
     skipped = 0
     for code in codes:
+        # 冷却期检查
+        if _in_cooldown(code):
+            print(f"  ⏭ {code}: 冷却期内跳过")
+            skipped += 1
+            continue
         entry = decisions_map.get(code)
         if not entry:
             # 不在 decisions 中的自选股 → 从 DB watchlist_stocks 构建entry
@@ -368,7 +398,14 @@ def main():
 当前数据：大盘={_macro_desc or "震荡"} | PE/市值={_pe_val} {_pb_val} | 价格={price} 区间={entry.get("entry_low",0)}~{entry.get("entry_high",0)} 止损={entry.get("stop_loss",0)} 止盈={entry.get("take_profit",0)} RR={result.get("rr_ratio",entry.get("rr_ratio",0))} | 信号={result.get("timing_signal") or entry.get("timing_signal","")} | 行业={(result.get("sector_context") or entry.get("sector_context",""))[:50]}
 策略={(result.get("action") or entry.get("action",""))[:200]}
 技术={(result.get("tech_snapshot") or entry.get("tech_snapshot",""))[:200]}
-格式：①大盘×基本面 ②大盘×消息面 ③大盘×技术面 ④大盘×资金流 ⑤行业×基本面 ⑥行业×消息面 ⑦行业×技术面 ⑧个股×基本面 ⑨个股×消息面 然后综合结论和操作建议。"""
+
+格式：①大盘×基本面 ②大盘×消息面 ③大盘×技术面 ④大盘×资金流 ⑤行业×基本面 ⑥行业×消息面 ⑦行业×技术面 ⑧个股×基本面 ⑨个股×消息面
+
+最后必须输出：
+【综合结论】(买入/关注/观望/卖出)
+【操作建议】
+【建议止损】
+【建议止盈】"""
                     try:
                         _ur = __import__('urllib.request', fromlist=['Request'])
                         _req = _ur.Request("http://127.0.0.1:8643/v1/chat/completions",
@@ -384,11 +421,23 @@ def main():
 
                     # 保存到DB
                     _fa_conn = __import__('sqlite3').connect("/home/hmo/MoFin/data/mofin.db")
-                    _fa_conn.execute("UPDATE holding_strategies SET full_analysis=? WHERE code=? AND status='active'", (_full_analysis_text, code))
+                    _fa_conn.execute("UPDATE holding_strategies SET full_analysis=?, reassessed_at=? WHERE code=? AND status='active'", (_full_analysis_text, __import__('datetime').datetime.now().isoformat(), code))
                     _fa_conn.commit()
                     _fa_conn.close()
                     print(f"  ✅ 完整九维分析已保存({len(_full_analysis_text)}字)")
                     print(f"  [DB] holding_strategies 已更新: {code}")
+                    # 从LLM输出提取信号
+                    if _full_analysis_text and '【综合结论】' in _full_analysis_text:
+                        try:
+                            _sig_line = [l for l in _full_analysis_text.split('\n') if '综合结论' in l]
+                            if _sig_line:
+                                _sig = '买入' if '买入' in _sig_line[0] else '关注' if '关注' in _sig_line[0] else '观望' if '观望' in _sig_line[0] else '卖出' if '卖出' in _sig_line[0] else ''
+                                if _sig:
+                                    __import__('sqlite3').connect('/home/hmo/MoFin/data/mofin.db').execute(
+                                        "UPDATE holding_strategies SET timing_signal=? WHERE code=? AND status='active'", (_sig, code)).connection.commit()
+                                    print(f"  ✅ LLM信号={_sig} 已写入")
+                        except: pass
+                    # 冷却期已更新（reassessed_at写入）
                 except Exception as _dbe:
                     print(f"  [DB FAIL] holding_strategies 写入失败: {_dbe}", file=sys.stderr)