docs: update analyst-knowledge-log + CHANGELOG for stale_push_wlin refactor

This commit is contained in:
知微
2026-07-09 10:36:06 +08:00
parent 4cf8d2b191
commit 9a71498b57
6 changed files with 107 additions and 21 deletions
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@@ -136,13 +136,21 @@ total_assets: stored = calculated ✅
### 6. 数据
- watchlist新增 000850 华茂股份(金融股权低估逻辑,PB 0.83破净,2026-07-03公告分红3675万)
### 已知未解决
- ejabberd容器重启46次(exit code 0+无日志,系统负载高峰时被外部信号杀死)
---
## 2026-07-09
## 2026-07-08 — JSON 全面清理
**stale_push_wlin 推送流程重构**
- 加4小时重评冷却:查DB `holding_strategies.updated_at`,冷却期内跳过 per_stock_reassess
- Zone notes冷却30分→4小时,匹配重评冷却
- 修早退bug`if not actionable: return 0``if not actionable and not zone_notes`
- 标题自适应:有推荐→"自选买入提醒" | 仅区间→"操作区间提醒"
- 操作建议标题只在有可操作项时显示
- 区间说明格式改为 Dad 确认的"进入操作区间,但重评结果: xxx"
---
### 修正的活代码路径(唯一真正在读写 JSON 的路径)
- `price_monitor.py` — 每2分钟读 decisions.json 改为 mo_data.read_decisions()DB
+19 -1
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@@ -242,4 +242,22 @@ intraday_health_check在09:01检查价格新鲜度,price_monitor刚启动未
**涉及文件:**
scripts/price_monitor.py, price_data_inject.py, market_insight.py, inspect_decisions.py, strategy_summary.py, fix_portfolio_prices.py, pre-flight-check.py, intraday_health_check.py
cron prompt for 系统健康检查-开盘前 (job_id: 37c02f4d7df9)
analyst-knowledge-log.md (本文件)
|analyst-knowledge-log.md (本文件)
## 2026-07-09 stale_push_wlin.py — 按Dad确认流程重构推送逻辑
**发现了什么:**
- 推送流程没有重评冷却 — 每30分钟cron都调用per_stock_reassess重评同一批在买入区的股票
- Zone notes(进区间但不可操作的说明消息)冷却只有30分钟 → 太短
- 第582行 `if not actionable: return 0` 导致zone_notes为空时也早退,有区间说明时静默不发
- 标题和格式没有正确区分"有推荐操作"和"仅有区间说明"
**修改了什么:**
- 文件: `scripts/stale_push_wlin.py`
- 加 `REASSESS_COOLDOWN_HOURS = 4` + `get_last_reassess_time()` / `is_due_for_reassess()` — 查DB holding_strategies.updated_at 决定是否跳过重评
- 重评调用前过滤:只对冷却期外的股票调 trigger_regen_sync()
- Zone notes 冷却30分钟→4小时(匹配重评冷却)
- 早退bug修复:`if not actionable and not zone_notes: return 0`
- 标题自适应:有推荐→【知微】自选买入提醒 | 仅区间→【知微】操作区间提醒
- 操作建议标题只在有可操作项时显示(`if actionable:`
- 区间说明格式改为: "→ 进入操作区间,但重评结果: {reason}"
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@@ -2589,6 +2589,66 @@
"event_label": "加仓区间",
"timestamp": "2026-07-09T10:31:57.651960",
"date": "2026-07-09"
},
{
"code": "000850",
"name": "华茂股份",
"event_type": "entry_zone",
"price": 3.73,
"trigger_value": "3.73~3.84",
"event_label": "加仓区间",
"timestamp": "2026-07-09T10:34:42.295064",
"date": "2026-07-09"
},
{
"code": "000850",
"name": "华茂股份",
"event_type": "entry_zone",
"price": 3.73,
"trigger_value": "0.0~4.04",
"event_label": "止盈区间",
"timestamp": "2026-07-09T10:35:03.236599",
"date": "2026-07-09"
},
{
"code": "001309",
"name": "德明利",
"event_type": "entry_zone",
"price": 815.0,
"trigger_value": "808.5~841.5",
"event_label": "加仓区间",
"timestamp": "2026-07-09T10:35:10.956306",
"date": "2026-07-09"
},
{
"code": "002396",
"name": "星网锐捷",
"event_type": "entry_zone",
"price": 28.06,
"trigger_value": "0.0~30.69",
"event_label": "止盈区间",
"timestamp": "2026-07-09T10:35:22.935085",
"date": "2026-07-09"
},
{
"code": "300548",
"name": "长芯博创",
"event_type": "entry_zone",
"price": 215.81,
"trigger_value": "0.0~219.98",
"event_label": "止盈区间",
"timestamp": "2026-07-09T10:35:37.247954",
"date": "2026-07-09"
},
{
"code": "600111",
"name": "北方稀土",
"event_type": "entry_zone",
"price": 42.51,
"trigger_value": "0.0~50.13",
"event_label": "止盈区间",
"timestamp": "2026-07-09T10:35:48.187277",
"date": "2026-07-09"
}
]
}
+17 -17
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@@ -4,9 +4,9 @@
"date": "2026-07-09",
"high": 28.59,
"low": 26.45,
"close": 27.94,
"volume": 781435.0,
"amount": 217305.0
"close": 27.92,
"volume": 794409.0,
"amount": 220949.0
}
],
"300548": [
@@ -14,19 +14,19 @@
"date": "2026-07-09",
"high": 227.76,
"low": 214.32,
"close": 216.93,
"volume": 58263.0,
"amount": 127706.0
"close": 215.3,
"volume": 59358.0,
"amount": 130075.0
}
],
"000850": [
{
"date": "2026-07-09",
"high": 3.86,
"low": 3.74,
"close": 3.74,
"volume": 35062.0,
"amount": 1330.0
"low": 3.73,
"close": 3.73,
"volume": 36831.0,
"amount": 1396.0
}
],
"001309": [
@@ -34,19 +34,19 @@
"date": "2026-07-09",
"high": 849.99,
"low": 810.0,
"close": 816.5,
"volume": 63185.0,
"amount": 526538.0
"close": 812.95,
"volume": 64431.0,
"amount": 536681.0
}
],
"600111": [
{
"date": "2026-07-09",
"high": 45.98,
"low": 42.43,
"close": 42.75,
"volume": 687127.0,
"amount": 302373.0
"low": 42.36,
"close": 42.37,
"volume": 732957.0,
"amount": 321872.0
}
],
"601101": [