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知微
2026-07-20 22:05:03 +08:00
parent 8d6082f0c2
commit 90f07b4eba
5 changed files with 187 additions and 146 deletions
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deploy/profile-scripts/stale_detector.py
+15 -7
View File
@@ -142,7 +142,7 @@ def main():
reassess_scripts.append(code)
print(f"[AUTO_REASSESS] {name}({code}) 价{cur_price:.2f}偏离买入区中心{center:.2f} {drift:+.0f}% → 触发重评")
if reassess_scripts:
# 调用 per_stock_reassess
# 调用 per_stock_reassess（每轮最多5只，防LLM慢导致整批超时；其余下轮继续）
reassess_path = None
for p in ['/home/hmo/MoFin/scripts/per_stock_reassess.py',
'/home/hmo/.hermes/profiles/position-analyst/scripts/per_stock_reassess.py']:
@@ -150,12 +150,20 @@ def main():
reassess_path = p
break
if reassess_path:
for code in reassess_scripts:
r = subprocess.run(['python3', reassess_path, code],
capture_output=True, text=True, timeout=60)
out = r.stdout.strip()[:200] if r.stdout else ""
err = r.stderr.strip()[:200] if r.stderr else ""
print(f" → {code}: exited={r.returncode} {out}")
MAX_PER_RUN = 5
batch = reassess_scripts[:MAX_PER_RUN]
if len(reassess_scripts) > MAX_PER_RUN:
print(f"[AUTO_REASSESS] 本轮限{MAX_PER_RUN}只，剩余{len(reassess_scripts)-MAX_PER_RUN}只下轮继续")
for code in batch:
try:
# LLM 重评冷启动 20-100s，60s 必死（37只全灭那次的根因）→ 240s
r = subprocess.run(['python3', reassess_path, code],
capture_output=True, text=True, timeout=240)
out = r.stdout.strip()[:200] if r.stdout else ""
err = r.stderr.strip()[:200] if r.stderr else ""
print(f" → {code}: exited={r.returncode} {out}")
except subprocess.TimeoutExpired:
print(f" → {code}: 超时240s（LLM仍慢），下轮重试")
except Exception as e:
print(f"[AUTO_REASSESS FAIL] {e}")
# ----- 结束 自选股重评 -----
deploy/profile-scripts/strategy_lifecycle.py
+8
View File
@@ -90,6 +90,14 @@ STRATEGY_QUALITY_GATES = [
"severity": "HIGH",
"fix": "设置 d['currency']='HKD'"
},
{
"id": "GATE_ZONE_SANITY",
"desc": "买入区中心不得偏离现价超过3倍（防坏行情/LLM幻觉注入异常值，如15只股被统一写成97的教训）",
"check": lambda d: (lambda p, c: p <= 0 or c <= 0 or (p >= c * 0.3 and p <= c * 3.0))(
d.get("price") or 0, ((d.get("entry_low") or 0) + (d.get("entry_high") or 0)) / 2),
"severity": "CRITICAL",
"fix": "买入区与现价偏离超3倍，疑似坏数据。用 technical_analysis 重算支撑阻力或人工修正"
},
# --- 第4条 CRITICAL 红线：9维交叉验证 (2026-07-02 Dad要求) ---
# 策略不能只有价格数字，必须有证据经过了多维分析:
# 横切面: 大盘+行业+个股 | 纵切面: 基本面+消息面+技术面+资金流
scripts/strategy_lifecycle.py
+8
View File
@@ -90,6 +90,14 @@ STRATEGY_QUALITY_GATES = [
"severity": "HIGH",
"fix": "设置 d['currency']='HKD'"
},
{
"id": "GATE_ZONE_SANITY",
"desc": "买入区中心不得偏离现价超过3倍（防坏行情/LLM幻觉注入异常值，如15只股被统一写成97的教训）",
"check": lambda d: (lambda p, c: p <= 0 or c <= 0 or (p >= c * 0.3 and p <= c * 3.0))(
d.get("price") or 0, ((d.get("entry_low") or 0) + (d.get("entry_high") or 0)) / 2),
"severity": "CRITICAL",
"fix": "买入区与现价偏离超3倍，疑似坏数据。用 technical_analysis 重算支撑阻力或人工修正"
},
# --- 第4条 CRITICAL 红线：9维交叉验证 (2026-07-02 Dad要求) ---
# 策略不能只有价格数字，必须有证据经过了多维分析:
# 横切面: 大盘+行业+个股 | 纵切面: 基本面+消息面+技术面+资金流
static/mofin_health.json
+148 -139
View File
@@ -1,5 +1,5 @@
{
"generated_at": "2026-07-20 21:30:05",
"generated_at": "2026-07-20 22:00:13",
"feature_tree": {
"label": "MoFin 系统",
"status": "ok",
@@ -537,7 +537,7 @@
"script": "mofin_health.py",
"schedule": "*/15 9-16,20-22 * * 1-5",
"status": "ok",
"last_run": "2026-07-20T21:16",
"last_run": "2026-07-20T21:45",
"type": "no_agent",
"profile": "position-analyst"
}
@@ -624,7 +624,7 @@
"script": "self_todo_executor.py",
"schedule": "*/10 8-22 * * 1-5",
"status": "ok",
"last_run": "2026-07-20T21:20",
"last_run": "2026-07-20T21:50",
"type": "no_agent",
"profile": "position-analyst"
}
@@ -885,7 +885,7 @@
"script": "fix_gateway_port.py",
"schedule": "every 10m",
"status": "ok",
"last_run": "2026-07-20T21:24",
"last_run": "2026-07-20T21:55",
"type": "no_agent",
"profile": "position-analyst"
}
@@ -917,7 +917,7 @@
"script": "functional_health_check.py",
"schedule": "*/15 9-16,20-22 * * 1-5",
"status": "ok",
"last_run": "2026-07-20T21:15",
"last_run": "2026-07-20T21:45",
"type": "no_agent",
"profile": "position-analyst"
}
@@ -933,7 +933,7 @@
"script": "self_repair.py",
"schedule": "*/30 9-16,20-22 * * 1-5",
"status": "ok",
"last_run": "2026-07-20T21:00",
"last_run": "2026-07-20T21:30",
"type": "no_agent",
"profile": "position-analyst"
}
@@ -1080,16 +1080,16 @@
"desc": "潜力股候选池（小果扫描产出）",
"rows": 185,
"readers": [
"promote_candidates",
"candidate_filter",
"accumulation_scanner",
"mofin_db",
"accumulation_scanner"
"promote_candidates"
],
"writers": [
"promote_candidates",
"candidate_filter",
"market_scanner",
"accumulation_scanner"
"accumulation_scanner",
"promote_candidates"
],
"has_input": true,
"has_output": true,
@@ -1112,14 +1112,14 @@
"desc": "资金流缓存",
"rows": 1,
"readers": [
"per_stock_reassess",
"merge_third_db",
"batch_reassess",
"mofin_db",
"merge_third_db"
"per_stock_reassess",
"mofin_db"
],
"writers": [
"mofin_db",
"merge_third_db"
"merge_third_db",
"mofin_db"
],
"has_input": true,
"has_output": true,
@@ -1195,25 +1195,25 @@
"desc": "每只股票的完整策略参数",
"rows": 227,
"readers": [
"mofin_collect",
"promote_candidates",
"check_db_state",
"mofin_db",
"per_stock_reassess",
"data_governance",
"watchlist_auto_exit",
"mo_data",
"price_monitor",
"generate_report",
"system_health_check",
"sync_decisions_to_db"
"verify_300308",
"mofin_collect",
"system_audit",
"verify_reassess_pipeline",
"accumulation_scanner",
"check_db_state",
"generate_report"
],
"writers": [
"promote_candidates",
"data_governance",
"sync_decisions_to_db",
"batch_reassess",
"watchlist_auto_exit",
"mofin_db",
"per_stock_reassess",
"mofin_db"
"data_governance",
"promote_candidates",
"batch_reassess",
"sync_decisions_to_db",
"watchlist_auto_exit"
],
"has_input": true,
"has_output": true,
@@ -1241,21 +1241,21 @@
"desc": "当前持仓（权威源）",
"rows": 14,
"readers": [
"mo_alphasift_bridge",
"mofin_db",
"per_stock_reassess",
"mofin_collect",
"prepare_recommendation",
"mo_data",
"price_monitor",
"system_health_check",
"run_all_tests",
"system_audit",
"accumulation_scanner",
"trend_detector",
"refresh_mtf_cache",
"prepare_report_data",
"capital_flow_collector",
"per_stock_reassess"
"import_holding_xls"
],
"writers": [
"import_holding_xls",
"mofin_db",
"price_monitor",
"import_holding_xls"
"price_monitor"
],
"has_input": true,
"has_output": true,
@@ -1283,14 +1283,14 @@
"desc": "所有持仓+自选最新实时价",
"rows": 232,
"readers": [
"stale_push_wlin",
"generate_report",
"verify_reassess_pipeline",
"candidate_filter",
"cron_health_monitor",
"mo_data",
"stale_push_wlin",
"mofin_db",
"system_audit"
"generate_report",
"cron_health_monitor",
"system_audit",
"verify_reassess_pipeline",
"mo_data"
],
"writers": [
"mo_data",
@@ -1321,15 +1321,15 @@
"desc": "宏观上下文（大盘偏向/指数）",
"rows": 81,
"readers": [
"strategy_tree",
"stale_push_wlin",
"divergence_detector",
"batch_reassess",
"stock_profile",
"strategy_lifecycle",
"per_stock_reassess",
"system_audit",
"xiaoguo_signal_consumer"
"stock_profile",
"batch_reassess",
"divergence_detector",
"xiaoguo_signal_consumer",
"strategy_lifecycle",
"strategy_tree"
],
"writers": [
"refresh_macro_context"
@@ -1357,8 +1357,8 @@
"desc": "宏观新闻原始数据",
"rows": 17383,
"readers": [
"macro_context_collector",
"system_audit"
"system_audit",
"macro_context_collector"
],
"writers": [
"macro_context_collector"
@@ -1384,18 +1384,18 @@
"desc": "大盘指数快照（每10分）",
"rows": 989,
"readers": [
"market_screener",
"trend_detector",
"mofin_db",
"mofin_query",
"trend_detector",
"merge_third_db",
"system_audit",
"market_scanner",
"prepare_report_data",
"merge_third_db",
"mofin_db",
"system_audit"
"market_screener"
],
"writers": [
"mofin_db",
"merge_third_db"
"merge_third_db",
"mofin_db"
],
"has_input": true,
"has_output": true,
@@ -1420,13 +1420,13 @@
"desc": "多周期均线缓存",
"rows": 64,
"readers": [
"mofin_db",
"multi_timeframe",
"technical_analysis",
"multi_timeframe"
"mofin_db"
],
"writers": [
"mofin_db",
"multi_timeframe"
"multi_timeframe",
"mofin_db"
],
"has_input": true,
"has_output": true,
@@ -1452,17 +1452,17 @@
"rows": 1,
"readers": [
"check_db_state",
"prepare_report_data",
"mofin_db",
"price_monitor",
"import_holding_xls",
"mo_data",
"preflight_verify",
"mofin_db"
"prepare_report_data",
"preflight_verify"
],
"writers": [
"import_holding_xls",
"mofin_db",
"price_monitor",
"import_holding_xls"
"price_monitor"
],
"has_input": true,
"has_output": true,
@@ -1489,21 +1489,21 @@
"desc": "价格区间突破事件日志",
"rows": 6353,
"readers": [
"test_raw_insert",
"check_price_events",
"test_dual_write",
"mofin_db",
"test_raw_insert",
"backfill_price_events",
"test_db_write",
"test_db_only",
"backfill_price_events"
"test_dual_write",
"check_price_events"
],
"writers": [
"test_raw_insert",
"test_dual_write",
"mofin_db",
"test_raw_insert",
"backfill_price_events",
"test_db_write",
"test_db_only",
"backfill_price_events"
"test_dual_write"
],
"has_input": true,
"has_output": true,
@@ -1525,14 +1525,14 @@
"desc": "行业信号（趋势检测产出）",
"rows": 653,
"readers": [
"xiaoguo_news_processor",
"server",
"mofin_news",
"xiaoguo_news_processor",
"trend_detector"
],
"writers": [
"xiaoguo_news_processor",
"mofin_news",
"xiaoguo_news_processor",
"trend_detector"
],
"has_input": true,
@@ -1560,17 +1560,17 @@
"desc": "行业板块数据",
"rows": 68408,
"readers": [
"market_screener",
"mofin_db",
"trend_detector",
"market_scanner",
"merge_third_db",
"inspect_third_db",
"market_scanner",
"strategy_lifecycle",
"mofin_db"
"market_screener"
],
"writers": [
"mofin_db",
"merge_third_db"
"merge_third_db",
"mofin_db"
],
"has_input": true,
"has_output": true,
@@ -1595,22 +1595,22 @@
"desc": "信号相关新闻",
"rows": 1287,
"readers": [
"macro_signal_consumer",
"intraday_health_check",
"server",
"batch_reassess",
"per_stock_reassess",
"system_audit",
"xiaoguo_signal_consumer"
"batch_reassess",
"intraday_health_check",
"xiaoguo_signal_consumer",
"macro_signal_consumer"
],
"writers": [
"xiaoguo_scanner",
"macro_signal_consumer",
"mofin_news",
"divergence_detector",
"xiaoguo_news_processor",
"xiaoguo_signal_consumer",
"macro_context_collector",
"xiaoguo_signal_consumer"
"macro_signal_consumer",
"xiaoguo_news_processor",
"xiaoguo_scanner"
],
"has_input": true,
"has_output": true,
@@ -1726,12 +1726,12 @@
"desc": "股票行业映射",
"rows": 64,
"readers": [
"mofin_db",
"trend_detector",
"mofin_news",
"xiaoguo_news_processor",
"strategy_lifecycle",
"per_stock_reassess",
"mofin_db"
"mofin_news",
"strategy_lifecycle",
"xiaoguo_news_processor"
],
"writers": [
"mofin_db"
@@ -1776,19 +1776,19 @@
"desc": "全量股票代码",
"rows": 5575,
"readers": [
"trend_detector",
"accumulation_scanner",
"mofin_news",
"xiaoguo_news_processor",
"import_full_stocks",
"check_stocks_table",
"mofin_db",
"check_stocks_table"
"trend_detector",
"xiaoguo_news_processor",
"mofin_news",
"accumulation_scanner",
"import_full_stocks"
],
"writers": [
"import_full_stocks",
"backfill_price_events",
"mofin_db",
"price_monitor",
"backfill_price_events"
"price_monitor"
],
"has_input": true,
"has_output": true,
@@ -1813,8 +1813,8 @@
"desc": "策略重评历史记录",
"rows": 217,
"readers": [
"verify_reassess_pipeline",
"mofin_db"
"mofin_db",
"verify_reassess_pipeline"
],
"writers": [
"mofin_collect"
@@ -1868,20 +1868,20 @@
"desc": "自愈任务队列",
"rows": 96,
"readers": [
"intraday_health_check",
"self_todo_executor",
"merge_third_db",
"morning_health_check",
"self_todo_executor",
"intraday_health_check",
"strategy-staleness-check"
],
"writers": [
"self_todo_executor",
"merge_third_db",
"cron_health_monitor",
"morning_health_check",
"mofin_collect",
"intraday_health_check",
"merge_third_db",
"morning_health_check",
"self_todo_executor",
"strategy-staleness-check",
"cron_health_monitor",
"preflight_verify"
],
"has_input": true,
@@ -1929,16 +1929,16 @@
"desc": "自选股列表",
"rows": 69,
"readers": [
"mofin_collect",
"trend_detector",
"stale_push_wlin",
"xiaoguo_scanner",
"refresh_mtf_cache",
"mo_alphasift_bridge",
"mofin_db",
"stock_quote",
"per_stock_reassess",
"run_all_tests",
"mo_alphasift_bridge"
"trend_detector",
"per_stock_reassess",
"stock_quote",
"mofin_collect",
"refresh_mtf_cache",
"xiaoguo_signal_consumer"
],
"writers": [
"per_stock_reassess",
@@ -2105,15 +2105,15 @@
{
"name": "mofin_health.json",
"desc": "健康监控数据",
"size_kb": 89.3,
"size_kb": 89.6,
"readers": [
"analyze_health",
"verify_self_check_section",
"verify_deployment",
"verify_self_check_section",
"analyze_health",
"verify_health_json"
],
"writers": [],
"last_modified": "07-20 21:16",
"last_modified": "07-20 21:45",
"warn": false,
"migrated_to_db": null
},
@@ -2245,7 +2245,7 @@
"script": "fix_gateway_port.py",
"schedule": "every 10m",
"status": "ok",
"last_run": "2026-07-20T21:24:02",
"last_run": "2026-07-20T21:55:11",
"profile": "position-analyst"
},
{
@@ -2254,7 +2254,7 @@
"script": "self_repair.py",
"schedule": "*/30 9-16,20-22 * * 1-5",
"status": "ok",
"last_run": "2026-07-20T21:00:53",
"last_run": "2026-07-20T21:30:06",
"profile": "position-analyst"
},
{
@@ -2362,7 +2362,7 @@
"script": "mofin_health.py",
"schedule": "*/15 9-16,20-22 * * 1-5",
"status": "ok",
"last_run": "2026-07-20T21:16:11",
"last_run": "2026-07-20T21:45:17",
"profile": "position-analyst"
},
{
@@ -2416,7 +2416,7 @@
"script": "functional_health_check.py",
"schedule": "*/15 9-16,20-22 * * 1-5",
"status": "ok",
"last_run": "2026-07-20T21:15:59",
"last_run": "2026-07-20T21:45:11",
"profile": "position-analyst"
},
{
@@ -2434,7 +2434,7 @@
"script": "",
"schedule": "{'kind': 'cron', 'expr': '*/10 * * * *'}",
"status": "ok",
"last_run": "2026-07-20T21:21:29",
"last_run": "2026-07-20T21:50:39",
"profile": "default"
},
{
@@ -2749,7 +2749,7 @@
"script": "self_todo_executor.py",
"schedule": "*/10 8-22 * * 1-5",
"status": "ok",
"last_run": "2026-07-20T21:20:59",
"last_run": "2026-07-20T21:50:10",
"profile": "position-analyst"
},
{
@@ -2866,46 +2866,46 @@
"table": "mtf_cache",
"label": "多周期均线缓存",
"last_record": "07-20 17:08",
"age_hours": 4.4,
"age_hours": 4.9,
"warn": false
},
{
"table": "macro_context_log",
"label": "宏观上下文",
"last_record": "07-20 15:31",
"age_hours": 6.0,
"age_hours": 6.5,
"warn": false
},
{
"table": "market_snapshots",
"label": "市场快照",
"last_record": "07-20 15:50",
"age_hours": 5.7,
"age_hours": 6.2,
"warn": false
},
{
"table": "live_prices",
"label": "实时价格",
"last_record": "07-20 18:12",
"age_hours": 3.3,
"age_hours": 3.8,
"warn": false
},
{
"table": "price_events",
"label": "价格事件",
"last_record": "07-20 17:06",
"age_hours": 4.4,
"age_hours": 4.9,
"warn": false
}
],
"self_check": {
"functional": {
"generated_at": "2026-07-20 21:30:05",
"status": "ok",
"generated_at": "2026-07-20 22:00:13",
"status": "warn",
"summary": {
"total": 9,
"total": 10,
"ok": 3,
"warn": 0,
"warn": 1,
"fail": 0,
"skip": 6
},
@@ -2944,7 +2944,7 @@
"module": "premarket",
"function": "盘前全量重评(premarket summary)",
"status": "ok",
"reason": "799min前",
"reason": "829min前",
"repair": {
"action": "rerun_script",
"script": "premarket_full_review.py"
@@ -2953,8 +2953,17 @@
{
"module": "gateway_llm",
"function": "LLM调用链可用(gateway agent.log)",
"status": "warn",
"reason": "最近成功LLM调用在 39min 前（无新流量，可能正常）",
"repair": {
"action": "llm_diagnose"
}
},
{
"module": "sense_ocr",
"function": "识图服务(SenseNova OCR配置+API可达)",
"status": "ok",
"reason": "latency=9.5s",
"reason": "配置 OK + token.sensenova.cn:443 可达",
"repair": {
"action": "llm_diagnose"
}
strategy_lifecycle.py
+8
View File
@@ -90,6 +90,14 @@ STRATEGY_QUALITY_GATES = [
"severity": "HIGH",
"fix": "设置 d['currency']='HKD'"
},
{
"id": "GATE_ZONE_SANITY",
"desc": "买入区中心不得偏离现价超过3倍（防坏行情/LLM幻觉注入异常值，如15只股被统一写成97的教训）",
"check": lambda d: (lambda p, c: p <= 0 or c <= 0 or (p >= c * 0.3 and p <= c * 3.0))(
d.get("price") or 0, ((d.get("entry_low") or 0) + (d.get("entry_high") or 0)) / 2),
"severity": "CRITICAL",
"fix": "买入区与现价偏离超3倍，疑似坏数据。用 technical_analysis 重算支撑阻力或人工修正"
},
# --- 第4条 CRITICAL 红线：9维交叉验证 (2026-07-02 Dad要求) ---
# 策略不能只有价格数字，必须有证据经过了多维分析:
# 横切面: 大盘+行业+个股 | 纵切面: 基本面+消息面+技术面+资金流