refactor: remove duplicate scripts + JSON constants + update docs

CHANGELOG.md

@@ -5,6 +5,22 @@
 
 ---
 
+## 2026-07-03 — 代码重构
+
+### 删除重复文件
+- `scripts/strategy_lifecycle.py` — 旧版本，缺少 quality gate，root 版本是规范
+- `scripts/price_monitor.py` — 旧版本，root 版本是规范
+
+### 清理 JSON 路径常量
+- 移除 scripts/ 中 12 个文件的 DECISIONS_PATH / PORTFOLIO_PATH / WATCHLIST_PATH 声明
+- 移除 root level 中无用的 JSON 路径常量
+
+### 文档更新
+- `docs/SYSTEM_ARCHITECTURE.md` — 完整重写（v5.0）
+- `CHANGELOG.md` — 补充重构记录
+
+---
+
 ## 2026-07-03 — JSON 彻底移除 + 币种架构修正
 
 ### JSON→DB 全面迁移 (32+ 文件)

SYSTEM_ARCHITECTURE.md

@@ -0,0 +1,109 @@
+# MoFin 系统架构
+
+> 最后更新：2026-07-03
+> 维护人：Sisyphus (小小莫) + Zhiwei (知微)
+
+---
+
+## 一、数据层
+
+### 数据库
+
+所有数据存储在 SQLite：`/home/hmo/web-dashboard/data/mofin.db`
+
+| 表 | 用途 | 写入方 |
+|----|------|--------|
+| `holdings` | 持仓列表 | price_monitor, import_holding_xls |
+| `portfolio_summary` | 总资产/市值/仓位 | price_monitor, regenerate_all |
+| `holding_strategies` | 策略/决策 | regenerate_all, server.py API |
+| `watchlist_stocks` | 自选股 | price_monitor, regenerate_all |
+| `cash_log` | 现金变更审计 | write_cash_log |
+| `market_snapshots` | 大盘数据 | market_watch |
+| `sector_snapshots` | 板块数据 | market_watch |
+| `live_prices` | 实时价格快照 | price_monitor |
+| `mtf_cache` | 多周期K线缓存 | multi_timeframe |
+| `capital_flow_cache` | 资金流缓存 | capital_flow_collector |
+| `price_events` | 价格触发事件 | price_monitor |
+
+### 数据访问
+
+- **读取**：`mo_data.py` — `read_portfolio()` / `read_decisions()` / `read_watchlist()`
+- **写入**：`mofin_db.py` — `write_holdings_batch()` / `write_holding_strategy()` / `write_portfolio_summary()` 等
+
+JSON 文件已全部移除（portfolio.json, decisions.json, watchlist.json 等）。
+
+### 币种
+
+| 品种 | 个股存储 | 汇总 |
+|------|---------|------|
+| 港股 | HKD (currency='HKD') | CNY (×汇率) |
+| A股 | CNY (currency='CNY') | CNY |
+
+`calc_total_assets()` 汇总时自动将港股 HKD 转 CNY。汇率由 `hk_rate.py` 实时获取。
+
+---
+
+## 二、核心模块
+
+```
+MoFin/
+├── mo_models.py          # 统一数据模型：calc_total_assets, is_hk_stock, to_cny
+├── mo_data.py            # 统一读取层：read_portfolio, read_decisions, read_watchlist
+├── mofin_db.py           # DB 层：建表 + 写函数 + 查询函数
+├── mo_config.py          # 配置单例
+├── price_monitor.py      # 价格更新（cron: */2 9-16 1-5）
+├── strategy_lifecycle.py # 策略生命周期（regenerate_all + quality gates）
+├── server.py             # Flask Web API（端口 8899）
+├── market_watch.py       # 大盘采集（cron: */30 9-15）
+├── market_screener.py    # 全市场筛选（cron: */30 9-15）
+├── strategy_tree.py      # 策略树/分支管理
+├── strategy_evaluator.py # 策略评估
+├── hk_rate.py            # 港币汇率（API + 缓存）
+├── multi_timeframe.py    # 多周期K线分析
+├── stock_profile.py      # 个股画像
+├── data_freshness.py     # 数据新鲜度校验
+├── system_audit.py       # 系统审计
+├── system_health_check.py# 系统健康检查
+├── prompt_manager/       # LLM Prompt 管理
+├── scripts/              # 工具/一次性脚本
+└── docs/                 # 文档
+```
+
+---
+
+## 三、数据流
+
+```
+开盘 (9:00-16:00)
+  │
+  ├── price_monitor (每2分钟)
+  │   ├── 东财/腾讯 API → 拉价格
+  │   ├── write_holdings_batch → holdings 表
+  │   └── write_portfolio_summary → portfolio_summary 表
+  │
+  ├── market_watch (每30分钟)
+  │   └── write_market_snapshot → market_snapshots + sector_snapshots
+  │
+  ├── market_screener (每30分钟)
+  │   └── 读 market_snapshots → 小果 LLM 筛选 → candidate_pool
+  │
+  └── stale_push_wlin (每30分钟)
+      └── 读持仓+决策 → 区间检测 → XMPP 推送
+
+盘后
+  │
+  ├── system_audit (17:30) → 全局审计报告
+  ├── strategy_review (20:00) → 策略复盘
+  └── regenerate_all (手动/定时) → 全量策略重评
+```
+
+---
+
+## 四、版本
+
+| 版本 | 日期 | 关键变更 |
+|------|------|---------|
+| 5.0 | 2026-07-03 | JSON 彻底移除，纯 DB。币种修正（港股 HKD，汇总 CNY）。消除重复文件。 |
+| 4.0 | 2026-07-01 | mo_data 统一读取层，cash_log 表 |
+| 3.0 | 2026-06-30 | mo_models 统一数据模型，DSA 集成 |
+| 2.0 | 2026-06-29 | 初始架构重构 |

advice_reconciliation.py

@@ -13,10 +13,10 @@ import sys
 from datetime import datetime, timedelta
 from pathlib import Path
 
-DATA_DIR = Path(__file__).parent / "data"
+from mo_data import read_decisions, read_portfolio
-DECISIONS_PATH = DATA_DIR / "decisions.json"
+from mofin_db import get_conn, write_holding_strategy
-PORTFOLIO_PATH = DATA_DIR / "portfolio.json"
+
-ACCURACY_PATH = DATA_DIR / "accuracy_stats.json"
+ACCURACY_PATH = Path(__file__).parent / "data" / "accuracy_stats.json"
 
 def load_json(path, default=None):
     try:
@@ -125,8 +125,8 @@ def evaluate_advice(advice, current_holding):
 def run():
     force = "--force" in sys.argv
 
-    decisions = load_json(DECISIONS_PATH, {"decisions": []})
+    decisions = read_decisions()
-    portfolio = load_json(PORTFOLIO_PATH, {"holdings": []})
+    portfolio = read_portfolio()
     old_stats = load_json(ACCURACY_PATH, {})
 
     results = []
@@ -165,8 +165,30 @@ def run():
                 "result": result,
             })
 
-    # 保存更新后的 decisions.json（含评估标记）
+    # 保存更新后的 decisions 到 DB（含评估标记）
-    save_json(DECISIONS_PATH, decisions)
+    conn = get_conn()
+    for entry in decisions.get("decisions", []):
+        code = entry.get("code", "")
+        name = entry.get("name", code)
+        write_holding_strategy(conn, code, name, entry)
+        # 写入 advice_timeline 评估标记
+        for adv in entry.get("advice_timeline", []):
+            conn.execute(
+                """INSERT OR REPLACE INTO advice_timeline
+                   (id, code, date, direction, price, summary, status,
+                    evaluated, result, evaluated_at, report_id)
+                   VALUES (
+                       (SELECT id FROM advice_timeline WHERE code=? AND date=? AND direction=? AND summary=?),
+                       ?, ?, ?, ?, ?, ?, ?, ?, ?, ?
+                   )""",
+                (code, adv.get("date", ""), adv.get("direction", ""), adv.get("summary", ""),
+                 code, adv.get("date", ""), adv.get("direction", ""),
+                 adv.get("price"), adv.get("summary", ""), adv.get("status", ""),
+                 1 if adv.get("evaluated") else 0,
+                 adv.get("result", ""), adv.get("evaluated_at", ""),
+                 adv.get("report_id", "")))
+    conn.commit()
+    conn.close()
 
     # 计算准确率
     evaluated = total["correct"] + total["wrong"] + total["partial"]

branch_scanner.py

@@ -17,8 +17,8 @@ branch_scanner.py — 分支自成长数据采集器（全静默）
 import json, sys, re
 from datetime import datetime
 from urllib.request import Request, urlopen
+from mo_data import read_decisions
 
-DECISIONS_PATH = "/home/hmo/web-dashboard/data/decisions.json"
 SCANNER_STATE = "/home/hmo/web-dashboard/data/scanner_state.json"
 
 
@@ -82,8 +82,7 @@ def main():
     scenario = get_scenario()
     sid = scenario.get("id", "unknown")
 
-    with open(DECISIONS_PATH) as f:
+    data = read_decisions()
-        data = json.load(f)
     decisions = data.get("decisions", [])
 
     for entry in decisions:

collect_evaluation_data.py

@@ -24,8 +24,6 @@ from datetime import datetime
 from pathlib import Path
 
 DATA_DIR = Path(__file__).parent / "data"
-DECISIONS_PATH = DATA_DIR / "decisions.json"
-PORTFOLIO_PATH = DATA_DIR / "portfolio.json"
 PROFILES_PATH = DATA_DIR / "stock_profiles.json"
 OUTPUT_PATH = DATA_DIR / "evaluation_input.json"
 
@@ -227,8 +225,9 @@ def get_decisions_info(decisions):
 
 def run():
     # 加载数据
-    decisions = load_json(DECISIONS_PATH, {"decisions": []})
+    from mo_data import read_decisions, read_portfolio
-    portfolio = load_json(PORTFOLIO_PATH, {"holdings": []})
+    decisions = read_decisions()
+    portfolio = read_portfolio()
     profiles = load_json(PROFILES_PATH, {"profiles": []})
 
     # 获取行业映射

data/stocks/01478.json

@@ -451,6 +451,11 @@
       "content": "**港股概览：** 恒指+1.8%反弹，持仓分化。腾讯(00700)浮亏-4.6%目标已超但盈亏比偏低；丘钛(01478)深套-49.7%及万科(02202)深套-52.4%均暂远离止损(距12-22",
       "report_id": "cron_d42f2ce3b479_2026-06-29_20-08-09"
     },
+    {
+      "time": "2026-07-04T08:56:00.135656",
+      "content": "③ 丘钛科技(01478) 距止损6.48仅+7.3%！仓位7.97%",
+      "report_id": "cron_d42f2ce3b479_2026-07-03_20-03-44"
+    },
     {
       "time": "2026-06-01T10:25:54.503460",
       "content": "丘钛科技(01478) 仓位8.58% +4.10%→ 持有，走势健康",

data/stocks/688981.json

@@ -146,6 +146,11 @@
       "content": "- 中芯国际688981 151.0 | 买入区143.67~150.85 **(现价刚穿上沿)**",
       "report_id": "cron_d42f2ce3b479_2026-06-29_20-08-09"
     },
+    {
+      "time": "2026-07-04T08:56:00.135656",
+      "content": "② 中芯国际A(688981) 已跌破止损位！仓位5.44%",
+      "report_id": "cron_d42f2ce3b479_2026-07-03_20-03-44"
+    },
     {
       "time": "2026-06-11T08:55:23.441938",
       "content": "• 中芯国际(688981) 竞价125.00(-1.81%)，策略买入区116~136内",

mo_config.py

@@ -62,6 +62,7 @@ class MoConfig:
     
     @property
     def live_prices_path(self) -> Path:
+        """⚠️ DEPRECATED: 实时价格已迁移到 mofin_db.live_prices 表。"""
         return self.data_dir / "live_prices.json"
     
     @property
@@ -70,6 +71,7 @@ class MoConfig:
     
     @property
     def multi_tf_cache_path(self) -> Path:
+        """⚠️ DEPRECATED: 多周期缓存已迁移到 mofin_db.mtf_cache 表。"""
         return self.data_dir / "multi_tf_cache.json"
     
     @property

scripts/branch_evaluator.py

@@ -19,10 +19,6 @@ from datetime import datetime, date
 from mo_data import read_portfolio, read_decisions
 from mofin_db import get_conn, write_holding_strategy
 
-# 路径
-DECISIONS_PATH = "/home/hmo/web-dashboard/data/decisions.json"
-PORTFOLIO_PATH = "/home/hmo/web-dashboard/data/portfolio.json"
-
 # 引入 strategy_tree 模块
 sys.path.insert(0, "/home/hmo/MoFin")
 try:
@@ -132,10 +128,6 @@ def evaluate_all():
         conn.close()
     except Exception:
         pass
-    # [migrated to DB] — cold backup removed
-    # with open(DECISIONS_PATH, "w") as f:
-    #     json.dump(data, f, indent=2, ensure_ascii=False)
-
     # 输出摘要（空 = 静默）
     lines = []
     init_note = f" | 自动初始化{auto_init_count}只" if auto_init_count else ""

scripts/branch_scanner.py

@@ -20,7 +20,6 @@ from urllib.request import Request, urlopen
 from mo_data import read_decisions
 from mofin_db import get_conn, write_holding_strategy
 
-DECISIONS_PATH = "/home/hmo/web-dashboard/data/decisions.json"
 SCANNER_STATE = "/home/hmo/web-dashboard/data/scanner_state.json"
 
 
@@ -110,10 +109,6 @@ def main():
         conn.close()
     except Exception:
         pass
-    # [migrated to DB] — cold backup removed
-    # with open(DECISIONS_PATH, "w") as f:
-    #     json.dump(data, f, indent=2, ensure_ascii=False)
-
     # 更新状态快照
     state = {"scenario": sid, "updated_at": now.isoformat(), "branches": {}}
     for e in decisions:

scripts/capital_flow_collector.py

@@ -15,7 +15,6 @@ from mo_data import read_portfolio, read_decisions, read_watchlist
 from mofin_db import get_conn, write_capital_flow_cache
 
 DATA_DIR = "/home/hmo/web-dashboard/data"
-DECISIONS_PATH = f"{DATA_DIR}/decisions.json"
 CACHE_PATH = f"{DATA_DIR}/capital_flow_cache.json"
 
 UA = "Mozilla/5.0"

scripts/data_governance.py

@@ -14,7 +14,6 @@ from mo_data import read_portfolio, read_decisions, read_watchlist
 BASE = Path("/home/hmo/MoFin")
 DATA = BASE / "data"
 DB_PATH = DATA / "mofin.db"
-DECISIONS_PATH = DATA / "decisions.json"
 
 
 def clean_holding_strategies(conn):

scripts/data_validate.py

@@ -15,8 +15,6 @@ from datetime import datetime, timezone
 from mo_data import read_portfolio, read_decisions, read_watchlist
 
 DATA_DIR = "/home/hmo/web-dashboard/data"
-PORTFOLIO_PATH = f"{DATA_DIR}/portfolio.json"
-DECISIONS_PATH = f"{DATA_DIR}/decisions.json"
 STALE_REPORT = f"{DATA_DIR}/strategy_staleness_report.json"
 
 issues = []

scripts/fix_trigger.py

@@ -5,9 +5,6 @@ import json, sys, os
 from mo_data import read_portfolio, read_decisions, read_watchlist
 from mofin_db import get_conn, write_holding_strategy
 
-DECISIONS_PATH = "/home/hmo/web-dashboard/data/decisions.json"
-DECISIONS_BAK = DECISIONS_PATH + ".bak"
-
 try:
     dec = read_decisions()
 except Exception as e:
@@ -40,18 +37,9 @@ for d in dec.get("decisions", []):
     if new_trig:
         print(f"  {code} {name}: trigger={new_trig}")
 
-# 备份
-os.makedirs(os.path.dirname(DECISIONS_BAK), exist_ok=True)
-with open(DECISIONS_BAK, 'w') as f:
-    json.dump(mo_data.read_decisions(), f, indent=2, ensure_ascii=False)
-
 # DB 写入（替代 json.dump）
 conn = get_conn()
 for d in dec.get("decisions", []):
     write_holding_strategy(conn, d.get("code", ""), d.get("name", ""), d)
 conn.close()
-# [migrated to DB] — cold backup removed
-# with open(DECISIONS_PATH, 'w') as f:
-#     json.dump(dec, f, indent=2, ensure_ascii=False)
-
 print(f"\n共{count}只，已更新trigger字段")

scripts/import_holding_xls.py

@@ -19,7 +19,6 @@ from mo_data import read_decisions
 from mofin_db import get_conn, write_holdings_batch, write_portfolio_summary, write_holding_strategy
 
 STOCKS_FILE = "/home/hmo/stocks/holding.xls"
-PORTFOLIO_PATH = "/home/hmo/web-dashboard/data/portfolio.json"
 DB_PATH = "/home/hmo/web-dashboard/data/mofin.db"
 
 
@@ -151,9 +150,6 @@ def main():
         'updated_at': datetime.now().strftime('%Y-%m-%d %H:%M'),
         'source': STOCKS_FILE,
     }
-    # [migrated to DB] — cold backup removed; DB writes below
-    # with open(PORTFOLIO_PATH, 'w') as f:
-    #     json.dump(portfolio, f, indent=2, ensure_ascii=False)
     # DB 写入
     try:
         conn = get_conn()

scripts/intraday_health_check.py

@@ -82,9 +82,6 @@ def check_xiaoguo():
         pass
 
 
-PORTFOLIO_PATH = str(DATA / "portfolio.json")
-
-
 def check_price_monitor():
     """价格监控：检查price_monitor cron最近是否运行 + 数据是否更新
 

scripts/price_monitor.py

@@ -1,806 +0,0 @@
-#!/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 json
-import urllib.request
-import os
-import sys
-import time
-from datetime import datetime
-
-# ── MoFin unified model ──────────────────────────────────────────────
-sys.path.insert(0, "/home/hmo/MoFin")
-from mo_models import is_hk_stock, get_hk_rate, calc_total_assets, calc_total_mv, calc_position_pct
-from mofin_db import get_conn, write_holdings_batch, write_portfolio_summary, write_price_event, write_watchlist_stock, write_holding_strategy, write_holding_strategy
-from mo_data import read_portfolio, read_decisions, read_watchlist
-
-DECISIONS_PATH = "/home/hmo/web-dashboard/data/decisions.json"
-PORTFOLIO_PATH = "/home/hmo/web-dashboard/data/portfolio.json"
-WATCHLIST_PATH = "/home/hmo/web-dashboard/data/watchlist.json"
-BREACH_PATH = "/home/hmo/.hermes/zone_breach.json"
-STATE_PATH = os.path.expanduser("~/.hermes/price_trigger_state.json")
-EVENTS_PATH = "/home/hmo/web-dashboard/data/price_events.json"
-
-# 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
-    HAS_REASSESS = True
-except ImportError:
-    HAS_REASSESS = False
-
-try:
-    HK_RATE = get_hk_rate()
-except Exception:
-    HK_RATE = 0.87  # ultimate fallback
-
-# 分支系统与情景检测
-try:
-    sys.path.insert(0, '/home/hmo/MoFin')
-    from strategy_tree import detect_scenario, evaluate_branches
-    HAS_TREE = True
-except Exception:
-    HAS_TREE = False
-    def detect_scenario(): return {}
-    def evaluate_branches(*a, **kw): return []
-
-# 情景缓存（每次run_once刷新）
-_SCENARIO_CACHE = {}
-_BRANCH_CACHE = {}  # code -> branches list
-
-UA = "Mozilla/5.0"
-
-# ── 批量拉取价格 ──────────────────────────────────────────────────────────
-
-def fetch_all_prices(codes):
-    """腾讯批量行情API：仅用于A股（沪市/深市）
-    A股：sh600110 / sz000001
-    港股已迁移至 fetch_hk_eastmoney()（东方财富实时行情）
-    返回 {code: (price, change, change_pct)}
-    """
-    if not codes:
-        return {}
-
-    # 只处理A股（6位代码），港股走东方财富
-    a_codes = [c for c in codes if len(str(c).strip()) == 6]
-    if not a_codes:
-        return {}
-
-    symbols = []
-    code_map = {}
-    for code in a_codes:
-        code_s = str(code).strip()
-        if code_s.startswith(('5', '6', '9')):
-            sym = f"sh{code_s}"
-        else:
-            sym = f"sz{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"⚠️ 腾讯A股拉取失败: {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:
-            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
-
-
-# ── 港股实时行情（新浪财经批量版，实时，无延迟）─────────────────────────────
-
-def fetch_hk_sina_batch(codes):
-    """新浪财经港股批量实时行情 — 一次HTTP请求获取全部港股。
-
-    新浪港股API（hq.sinajs.cn）支持批量查询，返回实时数据。
-    对比东财逐股查询（0.2s间隔×17只=3.4s），新浪1次请求搞定。
-
-    API: https://hq.sinajs.cn/list=hk00700,hk09988
-    格式: hq_str_hk00700="TENCENT,腾讯控股,当前价,昨收,开盘,最高,最低,涨跌额,涨跌幅,..."
-
-    返回 {code: (price, change, change_pct)}
-    """
-    if not codes:
-        return {}
-
-    hk_codes = [str(c).strip() for c in codes if len(str(c).strip()) <= 5]
-    if not hk_codes:
-        return {}
-
-    symbols = [f"hk{c}" for c in hk_codes]
-    url = f"https://hq.sinajs.cn/list={','.join(symbols)}"
-
-    try:
-        # 新浪要求有 Referer，且需绕过系统代理（某些环境下东财/新浪走代理会断连）
-        proxy_handler = urllib.request.ProxyHandler({})
-        opener = urllib.request.build_opener(proxy_handler)
-        req = urllib.request.Request(url, headers={
-            "User-Agent": "Mozilla/5.0",
-            "Referer": "https://finance.sina.com.cn",
-        })
-        with opener.open(req, timeout=10) as r:
-            text = r.read().decode("gbk")
-    except Exception as e:
-        print(f"⚠️ 新浪港股批量拉取失败: {e}", file=sys.stderr)
-        return {}
-
-    results = {}
-    for line in text.strip().split("\n"):
-        line = line.strip()
-        if "=" not in line:
-            continue
-        try:
-            code = line.split("=", 1)[0].replace("hq_str_hk", "").replace("var ", "").strip()
-            raw = line.split("=", 1)[1].strip().strip('"').strip(";")
-            fields = raw.split(",")
-            if len(fields) < 9:
-                continue
-            price = float(fields[2]) if fields[2] else 0
-            prev_close = float(fields[3]) if fields[3] else 0
-            change_amt = float(fields[7]) if fields[7] else 0
-            change_pct = fields[8] if fields[8] else "0"
-            # 新浪 field[2] 可能非实时最新价，用 prev_close + change 计算更准确
-            if prev_close > 0 and abs(change_amt) > 0:
-                price = round(prev_close + change_amt, 2)
-            change = round(change_amt, 2)
-            if price > 0:
-                results[code] = (price, change, change_pct)
-        except (ValueError, IndexError):
-            continue
-
-    return results
-
-
-# ── 港股备用通道（东方财富逐股 + 腾讯15min延迟）───────────────────────────
-
-def fetch_hk_eastmoney_fallback(codes):
-    """东方财富港股实时行情（备用通道），逐股查询、间隔1秒避免限流。
-
-    FTP 说明：港股限流严重，不适合主通道，降级为备用。
-    建议用上面的 fetch_hk_sina_batch() 做主通道。
-
-    返回 {code: (price, change, change_pct)}
-    Fallback: 仍失败时回退到腾讯 qt.gtimg.cn（15分钟延迟）
-    """
-    if not codes:
-        return {}
-
-    hk_codes = [str(c).strip() for c in codes if len(str(c).strip()) <= 5]
-    if not hk_codes:
-        return {}
-
-    results = {}
-
-    # 东方财富逐股查询，1秒间隔避免限流
-    for code in hk_codes:
-        try:
-            url = (f"https://push2.eastmoney.com/api/qt/stock/get"
-                   f"?secid=116.{code}"
-                   f"&fields=f43,f170,f60,f57,f58"
-                   f"&fltt=2")
-            proxy_handler = urllib.request.ProxyHandler({})
-            opener = urllib.request.build_opener(proxy_handler)
-            req = urllib.request.Request(url, headers={
-                "User-Agent": UA,
-                "Referer": "https://quote.eastmoney.com/",
-            })
-            with opener.open(req, timeout=5) as r:
-                resp = json.loads(r.read().decode("utf-8"))
-
-            if resp.get("rc") != 0:
-                continue
-            item = resp.get("data", {})
-            if not item:
-                continue
-            price = float(item.get("f43", 0)) if item.get("f43") else 0
-            prev_close = float(item.get("f60", 0)) if item.get("f60") else 0
-            change = round(price - prev_close, 2) if prev_close > 0 else 0
-            change_pct = str(item.get("f170", "0"))
-            if price > 0:
-                results[code] = (price, change, change_pct)
-            time.sleep(1.0)  # 1秒间隔，大幅降低限流概率
-        except Exception as e:
-            print(f"  [东财备用 {code}] {e}", file=sys.stderr)
-            continue
-
-    # Fallback: 腾讯 qt.gtimg.cn（15分钟延迟）
-    missing = [c for c in hk_codes if c not in results]
-    if missing:
-        try:
-            fallback = _fetch_hk_tencent_fallback(missing)
-            results.update(fallback)
-        except Exception:
-            pass
-
-    return results
-
-
-def _fetch_hk_tencent_fallback(codes):
-    """腾讯港股行情（15分钟延迟，仅作 fallback）"""
-    symbols = [f"hk{c}" for c in codes]
-    url = f"http://qt.gtimg.cn/q={','.join(symbols)}"
-    req = urllib.request.Request(url, headers={"User-Agent": UA})
-    with urllib.request.urlopen(req, timeout=10) as r:
-        text = r.read().decode("gbk")
-
-    code_map = {f"hk{c}": c for c in codes}
-    results = {}
-    for line in text.strip().split("\n"):
-        if "=" not in line:
-            continue
-        try:
-            raw = line.split("=", 1)[1].strip().strip('"').strip(";")
-            fields = raw.split("~")
-            if len(fields) < 6:
-                continue
-            sym = line.split("=", 1)[0].strip().lstrip("v_")
-            orig = code_map.get(sym)
-            if not orig:
-                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] = (price, change, change_pct)
-        except (ValueError, IndexError):
-            continue
-    return results
-
-
-def refresh_data_prices():
-    """一次性刷新portfolio.json和watchlist.json的所有实时价"""
-    all_codes = set()
-
-    # 收集所有需要拉取的代码
-    try:
-        pf = read_portfolio()
-        for s in pf.get('holdings', []):
-            all_codes.add(s['code'])
-    except:
-        pf = {"holdings": []}
-
-    try:
-        wl = read_watchlist()
-        for s in wl.get('stocks', []):
-            all_codes.add(s['code'])
-    except:
-        wl = {"stocks": []}
-
-    if not all_codes:
-        return 0
-
-    # 分批拉取：A股走腾讯（实时） + 港股走新浪批量（实时，无限流）
-    all_list = list(all_codes)
-    prices = fetch_all_prices(all_list)          # A股（腾讯，实时）
-    hk_prices = fetch_hk_sina_batch(all_list)    # 港股（新浪批量，实时）
-    # 新浪未覆盖的走备用通道（东财逐股→腾讯15min延迟）
-    hk_codes_missing = [c for c in all_list if len(str(c).strip()) <= 5 and c not in hk_prices]
-    if hk_codes_missing:
-        fallback = fetch_hk_eastmoney_fallback(hk_codes_missing)
-        hk_prices.update(fallback)
-    prices.update(hk_prices)
-    updated = 0
-
-    # 保存全量实时价快照（供报告管道消费，确保分析用最新数据）
-    try:
-        live = {"updated_at": datetime.now().isoformat(), "prices": {}}
-        for code in all_codes:
-            if code in prices:
-                p, c, chg = prices[code]
-                live["prices"][code] = {"price": p, "change_pct": chg}
-        # json.dump(live, ...) — 已迁移到 DB，见根 price_monitor.py
-    except Exception:
-        pass
-
-    # 更新portfolio（只在价格变化时写入，避免触发文件变更通知）
-    changed = False
-    for s in pf.get('holdings', []):
-        if s['code'] in prices:
-            price, _, change_pct = prices[s['code']]
-            if price > 0:
-                # 港股：API返回HKD，需转RMB
-                if is_hk_stock(s['code']):
-                    price = round(price * HK_RATE, 2)
-                old = s.get('price', 0)
-                if abs(old - price) > 0.001:
-                    s['price'] = round(price, 2)
-                    s['change_pct'] = float(change_pct) if change_pct else 0
-                    updated += 1
-                    changed = True
-    if changed:
-        pf['updated_at'] = datetime.now().strftime('%Y-%m-%d %H:%M')
-        pf['total_mv'] = calc_total_mv(pf.get('holdings', []))
-        pf['total_assets'] = calc_total_assets(pf)
-        pf['position_pct'] = calc_position_pct(pf)
-        # DB 写入（替代 json.dump，强制币种约束）
-        try:
-            conn = get_conn()
-            write_holdings_batch(conn, pf['holdings'])
-            write_portfolio_summary(conn, pf)
-            conn.close()
-        except Exception as e:
-            print(f"  [DB写入失败] {e}", flush=True)
-        # [migrated to DB] — JSON cold backup removed
-        # json.dump(pf, open(PORTFOLIO_PATH, 'w'), ensure_ascii=False, indent=2)
-    elif pf.get('updated_at'):
-        try:
-            last_ts = datetime.strptime(pf['updated_at'], '%Y-%m-%d %H:%M')
-            if (datetime.now() - last_ts).total_seconds() > 600:
-                pf['updated_at'] = datetime.now().strftime('%Y-%m-%d %H:%M')
-                # DB 写入（时间戳更新）
-                try:
-                    conn2 = get_conn()
-                    write_portfolio_summary(conn2, pf)
-                    conn2.close()
-                except Exception:
-                    pass
-                # [migrated to DB] — cold backup removed
-                # json.dump(pf, open(PORTFOLIO_PATH, 'w'), ensure_ascii=False, indent=2)
-        except:
-            pass
-
-    # 更新watchlist（只在价格变化时写入）
-    changed = False
-    for s in wl.get('stocks', []):
-        if s['code'] in prices:
-            price, _, change_pct = prices[s['code']]
-            if price > 0:
-                # 港股：API返回HKD，需转RMB
-                if is_hk_stock(s['code']):
-                    price = round(price * HK_RATE, 2)
-                old = s.get('price', 0)
-                if abs(old - price) > 0.001:
-                    s['price'] = round(price, 2)
-                    s['change_pct'] = float(change_pct) if change_pct else 0
-                    updated += 1
-                    changed = True
-    if changed:
-        wl['updated_at'] = datetime.now().isoformat()
-        # DB 写入（替代 json.dump）
-        try:
-            conn = get_conn()
-            for s in wl.get('stocks', []):
-                s['currency'] = 'CNY'  # 自选股价格统一CNY
-                write_watchlist_stock(conn, s)
-            conn.close()
-        except Exception as e:
-            print(f"  [DB watchlist写入失败] {e}", flush=True)
-        # [migrated to DB] — cold backup removed; DB writes above
-        # json.dump(wl, open(WATCHLIST_PATH, 'w'), ensure_ascii=False, indent=2)
-
-    # --- 汇总值重算（使用 mo_models 唯一公式）---
-    try:
-        live_market_value = calc_total_mv(pf.get('holdings', []))
-        old_mv = pf.get('total_mv', 0)
-        
-        if abs(old_mv - live_market_value) > 0.01:
-            pf['total_mv'] = round(live_market_value, 2)
-        
-        pf['total_assets'] = calc_total_assets(pf)
-        if pf['total_assets'] > 0:
-            pf['position_pct'] = calc_position_pct(pf)
-        pf['updated_at'] = datetime.now().strftime('%Y-%m-%d %H:%M')
-        # DB 写入
-        try:
-            conn = get_conn()
-            write_portfolio_summary(conn, pf)
-            conn.close()
-        except Exception as e:
-            print(f"  [DB汇总写入失败] {e}", flush=True)
-        # [migrated to DB] — cold backup removed; DB writes above
-        # json.dump(pf, open(PORTFOLIO_PATH, 'w'), ensure_ascii=False, indent=2)
-    except Exception as e:
-        print(f"  [汇总重算失败] {e}", flush=True)
-    # --- 结束汇总重算 ---
-
-    return updated
-
-
-# ── 分支系统辅助函数 ──────────────────────────────────────────────────────
-
-def _branch_alert_suffix(code, price, shares=0, cost=0):
-    """返回分支信息后缀：「 | 情景→动作」"""
-    if not HAS_TREE or not _SCENARIO_CACHE.get('id'):
-        return ""
-    try:
-        sc_id = _SCENARIO_CACHE['id']
-        results = evaluate_branches(code, sc_id, price, shares, cost)
-        for r in results:
-            if r.get('applicable'):
-                _record_branch_trigger(code, r.get('branch_id',''), price)
-                branch_action = r.get('action_type', r.get('action', 'hold'))
-                return f" | {sc_id}→{branch_action}"
-    except Exception:
-        pass
-    return ""
-
-
-def _record_branch_trigger(code, branch_id, price):
-    """记录分支触发事件（自成长：trigger_count+1）"""
-    try:
-        raw = read_decisions()
-        for d in raw.get('decisions', []):
-            if d.get('code') == code and d.get('strategy_tree',{}).get('branches'):
-                for b in d['strategy_tree']['branches']:
-                    if b['id'] == branch_id:
-                        b.setdefault('trigger_count', 0)
-                        b['trigger_count'] += 1
-                        b['last_trigger_price'] = round(price, 2)
-                        b['last_triggered'] = datetime.now().isoformat()
-                        break
-        # DB 写入（替代 json.dump）
-        try:
-            conn3 = get_conn()
-            for d in raw.get('decisions', []):
-                write_holding_strategy(conn3, d.get('code', ''), d.get('name', ''), d)
-            conn3.close()
-        except Exception:
-            pass
-        # [migrated to DB] — cold backup removed
-        # json.dump(raw, open(DECISIONS_PATH, 'w'), ensure_ascii=False, indent=2)
-    except Exception:
-        pass
-
-
-# ── 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 + SQLite"""
-    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)
-
-    # ── SQLite 双写 ──
-    try:
-        from mofin_db import get_conn, init_all_tables, write_price_event
-        conn = get_conn()
-        init_all_tables(conn)
-        write_price_event(conn, code, name, event_type, price, trigger_value, event_label)
-        conn.close()
-    except Exception:
-        pass  # SQLite 写入失败不影响主流程
-
-
-def get_trigger_zones(d):
-    """返回该decision所有可监控的区间列表，从顶层字段读取"""
-    zones = []
-    is_holding = d.get('shares', 0) > 0
-    # 买入区间（自选和持仓都监控）
-    el = d.get("entry_low", 0)
-    eh = d.get("entry_high", 0)
-    if el and eh and float(el) > 0 and float(eh) > 0:
-        try:
-            zones.append(("entry_zone", "买入区间", float(el), float(eh)))
-        except:
-            pass
-    # 止损+止盈（只有持仓才监控，自选无意义）
-    if is_holding:
-        sl = d.get("stop_loss", 0)
-        if sl and float(sl) > 0:
-            try:
-                zones.append(("stop_loss", "止损", 0, float(sl)))
-            except:
-                pass
-        tp = d.get("take_profit", 0)
-        if tp and float(tp) > 0:
-            try:
-                zones.append(("take_profit_zone", "止盈区间", 0, float(tp)))
-            except:
-                pass
-    return zones
-
-
-def run_once(round_label=""):
-    """执行一轮完整的监控流程"""
-    global _SCENARIO_CACHE, _BRANCH_CACHE
-    label = f" [{round_label}]" if round_label else ""
-    start = time.time()
-
-    # 刷新情景与分支缓存（每轮更新）
-    _SCENARIO_CACHE = detect_scenario() if HAS_TREE else {}
-    _BRANCH_CACHE = {}
-    try:
-        raw = read_decisions()
-        for d in raw.get('decisions', []):
-            tree = d.get('strategy_tree', {})
-            if tree and tree.get('branches'):
-                _BRANCH_CACHE[d['code']] = tree['branches']
-    except Exception:
-        pass
-
-    # === 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.json", file=sys.stderr)
-        return
-
-    active = [d for d in dec.get("decisions", []) if d.get("status") in ("active", "updated")]
-    state = load_state()
-    outputs = []
-    state_updated = False
-
-    # 收集所有需要检查的代码
-    check_codes = set()
-    for d in active:
-        if get_trigger_zones(d):
-            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"]
-
-        zones = get_trigger_zones(d)
-        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] = {}
-
-        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":
-                    branch_sfx = _branch_alert_suffix(code, price, d.get('shares',0), d.get('cost',0))
-                    outputs.append(f"⚠️ {name}({code}) {price} → 跌破止损{hi}！{branch_sfx}")
-                    record_event(code, name, "stop_loss", price, str(hi))
-                else:
-                    extra = ""
-                    if "_price" in key:
-                        batch_shares = d.get(key.replace("_price", "_shares"), "")
-                        action = d.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 = d.get("take_profit_action", "")
-                        if act:
-                            extra = f"（{act}）"
-                    branch_sfx = _branch_alert_suffix(code, price, d.get('shares',0), d.get('cost',0))
-                    outputs.append(f"⚡ {name}({code}) {price} → 进入{label}{lo}~{hi}{extra}{branch_sfx}")
-                    record_event(code, name, "entry_zone", price, f"{lo}~{hi}", label)
-                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 = []
-    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.json 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：True→False离区 或 False→True进区
-        # [2026-07-01 fix] prev_in_buy_zone is None（新加自选首次检测）
-        # 也要触发——否则新自选全程不走重评，timing_signal卡在初始值
-        if in_buy_zone and (prev_in_buy_zone == False or prev_in_buy_zone is None):
-            # 进入买入区 → 触发技术面重评，更新止损/止盈/信号
-            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 decisions.json
-    if reassesed_codes and HAS_REASSESS:
-        try:
-            # 重新 regenerate_all 只针对受影响的股票效率太低
-            # 直接全量重评（regenerate_all 内部会批量拉价格、做技术分析）
-            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)}")
-        except Exception as e:
-            outputs.append(f"  ⚠️ 全量重评失败: {e}")
-
-    # === 3.5 资金流异常检测（2026-06-27 新增）===
-    try:
-        from mofin_db import get_conn, read_capital_flow_cache
-        cf = read_capital_flow_cache(get_conn())
-        # 检查所有 active decision 中的资金流异常
-        for d in active:
-            code = d["code"]
-            stock_cf = cf.get("stocks", {}).get(code, {})
-            analysis = stock_cf.get("analysis", {})
-            alerts = analysis.get("alerts", [])
-            if alerts:
-                name = d.get("name", code)
-                for a in alerts:
-                    outputs.append(f"  💰 {name}({code}) {a}")
-    except Exception:
-        pass
-
-    # === 第四步：情景变化检测 + 输出 → 直接推XMPP ===
-    now_str = datetime.now().strftime("%H:%M:%S")
-    elapsed = time.time() - start
-
-    # 情景变化检测（跨轮对比）
-    if HAS_TREE and _SCENARIO_CACHE.get('id'):
-        prev_scenario = state.get('_system', {}).get('last_scenario', '')
-        curr_scenario = _SCENARIO_CACHE['id']
-        if prev_scenario and curr_scenario != prev_scenario:
-            combo = _SCENARIO_CACHE.get('combo_action', '')
-            outputs.insert(0, f"🌀 情景切换: {prev_scenario}→{curr_scenario} | {combo}")
-            if outputs:
-                state.setdefault('_system', {})['last_scenario'] = curr_scenario
-                state_updated = True
-        elif not prev_scenario:
-            state.setdefault('_system', {})['last_scenario'] = curr_scenario
-            state_updated = True
-
-    if outputs:
-        # 简短一行一个触发
-        for o in outputs:
-            print(o)
-        # 推送XMPP（只推关键事件：止损跌破+情景切换+资金流异动，不推买入区进出/重评等操作细节）
-        critical = [o for o in outputs if o.startswith(("⚠️", "🌀", "💰"))]
-        if critical:
-            try:
-                body = "\n".join([f"{now_str}"] + critical)
-                payload = json.dumps({
-                    "to": "hmo@yoin.fun", "body": body, "type": "chat",
-                }).encode("utf-8")
-                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
-    # else: SILENT — 无触发，无输出，不推
-
-    if state_updated:
-        save_state(state)
-
-
-def main():
-    """每cron触发跑一轮"""
-    run_once()
-
-
-if __name__ == "__main__":
-    main()

scripts/process_trade.py

@@ -20,8 +20,6 @@ from mo_data import read_portfolio, read_decisions, read_watchlist
 sys.path.insert(0, os.path.dirname(os.path.dirname(os.path.abspath(__file__))))
 from mofin_db import get_conn, write_holdings_batch, write_portfolio_summary, write_holding_strategy
 
-PORTFOLIO_PATH = "/home/hmo/web-dashboard/data/portfolio.json"
-DECISIONS_PATH = "/home/hmo/web-dashboard/data/decisions.json"
 
 def parse_args():
     args = {}

scripts/prune_branches.py

@@ -16,7 +16,6 @@ from datetime import datetime, timedelta
 from mo_data import read_decisions
 from mofin_db import get_conn, write_holding_strategy
 
-DECISIONS_PATH = "/home/hmo/web-dashboard/data/decisions.json"
 PRUNE_LOG = "/home/hmo/MoFin/data/prune_log.json"
 
 
@@ -33,10 +32,6 @@ def save_decisions(data):
         conn.close()
     except Exception:
         pass
-    # [migrated to DB] — cold backup removed
-    # with open(DECISIONS_PATH, "w") as f:
-    #     json.dump(data, f, indent=2, ensure_ascii=False)
-
 
 def main():
     data = load_decisions()

scripts/stale_detector.py

@@ -17,9 +17,6 @@ from datetime import datetime, timezone
 sys.path.insert(0, '/home/hmo/MoFin')
 from mo_data import read_portfolio, read_decisions, read_watchlist
 
-DECISIONS_PATH = "/home/hmo/web-dashboard/data/decisions.json"
-PORTFOLIO_PATH = "/home/hmo/web-dashboard/data/portfolio.json"
-
 
 def fetch_prices(codes):
     """统一价格源：优先 stock_quote.py，腾讯API降级为兜底"""

scripts/strategy-staleness-check.py

@@ -15,12 +15,7 @@ from datetime import datetime
 from mo_data import read_decisions, read_portfolio
 from mo_data import read_decisions, read_portfolio
 
-DECISIONS_PATH = "/home/hmo/web-dashboard/data/decisions.json"
 OUTPUT_PATH = "/home/hmo/web-dashboard/data/strategy_staleness_report.json"
-PORTFOLIO_PATH = "/home/hmo/web-dashboard/data/portfolio.json"
-
-# Fallback: if new path not found, use old path
-FALLBACK_PATH = "/home/hmo/data/decisions.json"
 
 WARN_DAYS = 14         # 超过14天未更新→警告
 CRITICAL_DAYS = 21     # 超过21天→严重警告
@@ -57,10 +52,6 @@ def parse_buy_zone(current):
     return None, None
 
 def main():
-    # Try new path first, fall back to old format
-    path = DECISIONS_PATH if os.path.exists(DECISIONS_PATH) else FALLBACK_PATH
-    is_new_format = (path == DECISIONS_PATH)
-    
     data = read_decisions()
 
     # Filter: exclude closed strategies

scripts/strategy_review.py

@@ -19,7 +19,6 @@ from mo_data import read_portfolio, read_decisions, read_watchlist
 BASE = Path("/home/hmo/MoFin")
 DATA = BASE / "data"
 DB_PATH = DATA / "mofin.db"
-DECISIONS_PATH = DATA / "decisions.json"
 
 # 失败模式定义（执行层）
 EXEC_FAILURES = {

scripts/xiaoguo_signal_consumer.py

@@ -24,9 +24,6 @@ BASE = Path("/home/hmo/MoFin")
 DATA = BASE / "data"
 DB_PATH = DATA / "mofin.db"
 
-# 自选池和决策文件
-WATCHLIST_PATH = DATA / "watchlist.json"
-DECISIONS_PATH = DATA / "decisions.json"
 SIGNAL_MAX_AGE_HOURS = 4  # 只处理4小时内产生的信号
 
 
@@ -273,8 +270,7 @@ def main():
                         conn2.close()
                     except Exception:
                         pass
-                    # [migrated to DB] — JSON cold backup removed
+
-                    # WATCHLIST_PATH.write_text(json.dumps(wl, ensure_ascii=False, indent=2))
             except:
                 pass
         elif action == "monitor":

strategy_lifecycle.py

@@ -438,9 +438,6 @@ try:
 except ImportError:
     HAS_PROMPT_TRACKING = False
 
-PORTFOLIO_PATH = "/home/hmo/web-dashboard/data/portfolio.json"
-WATCHLIST_PATH = "/home/hmo/web-dashboard/data/watchlist.json"
-
 def safe_json_load(path, default=None):
     """安全加载 JSON，遇到坏数据自动修复"""
     if not os.path.exists(path):
@@ -2046,8 +2043,12 @@ def regenerate_all(stdout=True):
         pf = {"holdings": holdings}
         wl = {"stocks": wl_stocks}
     except Exception:
-        pf = safe_json_load(PORTFOLIO_PATH, {})
+        try:
-        wl = safe_json_load(WATCHLIST_PATH, {})
+            pf = read_portfolio()
+            wl = read_watchlist()
+        except Exception:
+            pf = {}
+            wl = {}
 
     all_stocks = {}
     for item in pf.get("holdings", []):
@@ -2068,7 +2069,7 @@ def regenerate_all(stdout=True):
     # 加载现有 decisions.json 以便追踪变更
     decisions_path = "/home/hmo/web-dashboard/data/decisions.json"
     try:
-        existing_decisions = {d["code"]: d for d in mo_data.read_decisions().get("decisions", []) if d.get("code")}
+        existing_decisions = {d["code"]: d for d in read_decisions().get("decisions", []) if d.get("code")}
     except:
         existing_decisions = {}
 
@@ -2445,7 +2446,7 @@ def regenerate_all(stdout=True):
 
     # 写回数据文件 — 保留现有字段（现金、总资产等）不丢
     try:
-        existing_pf = mo_data.read_portfolio()
+        existing_pf = read_portfolio()
     except Exception:
         existing_pf = {}
     # 保留 price/change_pct — price_monitor 维护的实时价，regenerate_all 不应清除

system_health_check.py

@@ -9,8 +9,6 @@ from datetime import datetime, timedelta
 from pathlib import Path
 
 DATA_DIR = Path("/home/hmo/web-dashboard/data")
-DECISIONS_PATH = DATA_DIR / "decisions.json"
-PORTFOLIO_PATH = DATA_DIR / "portfolio.json"
 EVENTS_PATH = DATA_DIR / "price_events.json"
 EVALUATION_PATH = DATA_DIR / "evaluation.json"
 ACCURACY_PATH = DATA_DIR / "accuracy_stats.json"
@@ -88,10 +86,24 @@ def run():
     # 3. 数据文件检查
     lines.append("")
     lines.append("【数据文件】")
+    # DB 优先：从 SQLite 查询代替 JSON 文件检查
+    try:
+        from mo_data import read_portfolio, read_decisions, read_watchlist
+        pf = read_portfolio()
+        lines.append(check(len(pf.get("holdings", [])) > 0, f"portfolio.json DB记录: {len(pf.get('holdings', []))}条"))
+        ok_count += 1
+        wl = read_watchlist()
+        lines.append(check(len(wl.get("stocks", [])) > 0, f"watchlist.json DB记录: {len(wl.get('stocks', []))}条"))
+        ok_count += 1
+        dec = read_decisions()
+        lines.append(check(len(dec.get("decisions", [])) > 0, f"decisions.json DB记录: {len(dec.get('decisions', []))}条"))
+        ok_count += 1
+    except Exception:
+        lines.append(check(False, "MoFin DB 数据读取失败"))
+        warn_count += 3
+
+    # 仍为 JSON 文件的检查
     files = {
-        "portfolio.json": PORTFOLIO_PATH,
-        "watchlist.json": DATA_DIR / "watchlist.json",
-        "decisions.json": DECISIONS_PATH,
         "market.json": DATA_DIR / "market.json",
         "price_events.json": EVENTS_PATH,
         "evaluation.json": EVALUATION_PATH,
@@ -145,8 +157,13 @@ def run():
     # 6. 建议记录统计
     lines.append("")
     lines.append("【建议记录】")
-    decisions = load_json(DECISIONS_PATH, {"decisions": []})
+    try:
-    total_advice = sum(len(d.get("advice_timeline", [])) for d in decisions.get("decisions", []))
+        from mo_data import read_decisions
+        dec = read_decisions()
+        total_advice = sum(len(d.get("advice_timeline", [])) for d in dec.get("decisions", []))
+    except Exception:
+        dec = {"decisions": []}
+        total_advice = 0
     lines.append(check(total_advice > 0, f"建议记录: {total_advice}条"))
     if total_advice == 0:
         issues.append("所有策略建议记录为空")
@@ -173,18 +190,44 @@ def run():
     # 8. 数据新鲜度
     lines.append("")
     lines.append("【数据新鲜度】")
-    # 各数据文件的合理最大陈旧时间（小时）
+    # DB 优先：从 SQLite 查最新更新时间
+    try:
+        from mofin_db import get_conn
+        conn = get_conn()
+        db_checks = {
+            "portfolio (DB)": ("SELECT MAX(updated_at) FROM holdings", 24),
+            "decisions (DB)": ("SELECT MAX(updated_at) FROM holding_strategies WHERE status IN ('active','updated')", 48),
+        }
+        for name, (sql, threshold) in db_checks.items():
+            row = conn.execute(sql).fetchone()
+            ts = row[0] if row and row[0] else None
+            if not ts:
+                lines.append(check(False, f"{name} 无更新时间戳"))
+                issues.append(f"{name} 无更新时间戳")
+                warn_count += 1
+                continue
+            mtime = datetime.strptime(ts[:19], "%Y-%m-%d %H:%M:%S") if len(ts) >= 19 else datetime.strptime(ts[:10], "%Y-%m-%d")
+            hours_ago = (now - mtime).total_seconds() / 3600
+            fresh = hours_ago < threshold
+            time_str = f"{hours_ago:.0f}h前" if hours_ago >= 1 else f"{hours_ago*60:.0f}分钟前"
+            lines.append(check(fresh, f"{name} 更新于 {time_str} (阈值{threshold}h)"))
+            if not fresh:
+                issues.append(f"{name} 超过{threshold}h未更新（最近更新：{time_str}）")
+                warn_count += 1
+            else:
+                ok_count += 1
+        conn.close()
+    except Exception:
+        lines.append(check(False, "DB 数据新鲜度检查失败"))
+
+    # JSON 文件新鲜度（仅限尚未迁移到 DB 的）
     freshness_thresholds = {
-        "portfolio.json": 24,      # 每日有数据即可
-        "decisions.json": 48,      # 策略参数更新频率较低
         "multi_tf_cache.json": 24, # K线缓存每日更新
         "macro_context.json": 24,  # 宏观数据每日2次
         "market.json": 48,         # 行业数据每日更新
         "strategy_staleness_report.json": 24,  # 时效性报告每日生成
     }
     data_files = {
-        "portfolio.json": PORTFOLIO_PATH,
-        "decisions.json": DECISIONS_PATH,
         "multi_tf_cache.json": DATA_DIR / "multi_tf_cache.json",
         "macro_context.json": DATA_DIR / "macro_context.json",
         "market.json": DATA_DIR / "market.json",
@@ -228,16 +271,27 @@ def run():
     # 价格数据更新时间检查（盘中应有当日数据）
     is_trading_day = now.weekday() < 5  # 周一到周五
     if is_trading_day and now.hour >= 9 and now.hour < 16:
-        if PORTFOLIO_PATH.exists():
+        try:
-            mtime = datetime.fromtimestamp(PORTFOLIO_PATH.stat().st_mtime)
+            from mofin_db import get_conn
-            hours_ago = (now - mtime).total_seconds() / 3600
+            conn = get_conn()
+            row = conn.execute("SELECT MAX(updated_at) FROM holdings WHERE is_active=1").fetchone()
+            conn.close()
+            ts = row[0] if row and row[0] else None
+            if ts:
+                mtime = datetime.strptime(ts[:19], "%Y-%m-%d %H:%M:%S") if len(ts) >= 19 else datetime.strptime(ts[:10], "%Y-%m-%d")
                 has_intraday_data = mtime.date() == now.date()
                 lines.append(check(has_intraday_data, f"盘中有当日价格数据 {'是' if has_intraday_data else '否'}(最近{mtime.strftime('%H:%M')})"))
                 if not has_intraday_data:
-                issues.append(f"盘中交易时段但portfolio.json无今日数据（最近更新{mtime.strftime('%m-%d %H:%M')}）")
+                    issues.append(f"盘中交易时段但DB holdings无今日数据（最近更新{mtime.strftime('%m-%d %H:%M')}）")
                     warn_count += 1
                 else:
                     ok_count += 1
+            else:
+                lines.append(check(False, "盘中DB holdings无价格更新记录"))
+                warn_count += 1
+        except Exception:
+            lines.append(check(False, "盘中DB价格数据检查失败"))
+            warn_count += 1
 
     # 汇总
     total = ok_count + warn_count