From 9f5bc8b0042ec1cace045ff16e06cf44410f9e0f Mon Sep 17 00:00:00 2001
From: =?UTF-8?q?=E7=9F=A5=E5=BE=AE?= <zhiwei@mofin.local>
Date: Wed, 8 Jul 2026 11:09:33 +0800
Subject: [PATCH] =?UTF-8?q?fix:=20macro=5Fcontext=5Flog=2012=E5=A4=A9?=
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---
 scripts/cron_health_monitor.py   |  3 +-
 scripts/refresh_macro_context.py | 82 ++++++++++++++++++++++++++++++++
 2 files changed, 84 insertions(+), 1 deletion(-)
 create mode 100644 scripts/refresh_macro_context.py

diff --git a/scripts/cron_health_monitor.py b/scripts/cron_health_monitor.py
index 1402e8ab..3a0c9556 100644
--- a/scripts/cron_health_monitor.py
+++ b/scripts/cron_health_monitor.py
@@ -29,7 +29,8 @@ CRITICAL_JOBS = {
     "宏观风险信号消费": {"max_idle_min": 40},          # 每15分
     "重评管道审计": {"max_idle_min": 90},              # 每30分
     "全局cron健康监控": {"max_idle_min": 30},          # 每10分 ← 自己
-    "实时消息中继": {"max_idle_min": 20},              # 每5分
+    "实时消息中继": {"max_idle_min": 20},
+    "宏观上下文刷新": {"max_idle_min": 90},              # 每5分
 }
 
 def xmpp_push(text):
diff --git a/scripts/refresh_macro_context.py b/scripts/refresh_macro_context.py
new file mode 100644
index 00000000..5d96a292
--- /dev/null
+++ b/scripts/refresh_macro_context.py
@@ -0,0 +1,82 @@
+#!/usr/bin/env python3
+"""refresh_macro_context.py — 刷新macro_context_log
+
+读取最新market_snapshots + 腾讯实时指数, 写入macro_context_log
+让load_macro_context()拿到最新市场偏向, 而不是12天前的数据
+
+每30分钟跑一次（交易日）
+"""
+import json, sqlite3, urllib.request, re, sys
+from pathlib import Path
+from datetime import datetime
+
+DB = Path("/home/hmo/MoFin/data/mofin.db")
+
+def fetch_index(code, name):
+    """从腾讯API拿指数行情"""
+    try:
+        url = f"http://qt.gtimg.cn/q={code}"
+        req = urllib.request.Request(url, headers={"User-Agent": "Mozilla/5.0"})
+        resp = urllib.request.urlopen(req, timeout=5)
+        text = resp.read().decode("gbk")
+        m = re.search(r'~([^~]*)~([^~]*)~([\d.]+)~([\d.]+)~([\d.]+)~([\d.]+)', text)
+        if m:
+            _, _, price, prev_close, open_p, high_low = m.groups()
+            high = high_low.split("~")[0] if "~" in high_low else high_low[:8]
+            low = high_low.split("~")[1] if "~" in high_low else "0"
+            change_pct = (float(price) - float(prev_close)) / float(prev_close) * 100 if float(prev_close) else 0
+            return {
+                "price": float(price),
+                "change_pct": round(change_pct, 2),
+                "high": float(high) if high else float(price),
+                "low": float(low) if low else float(price)
+            }
+    except:
+        return None
+
+def main():
+    # 采集各指数
+    indices = {
+        "上证指数": fetch_index("sh000001", "上证指数"),
+        "深证成指": fetch_index("sz399001", "深证成指"),
+        "创业板指": fetch_index("sz399006", "创业板指"),
+        "恒生指数": fetch_index("szHSI", "恒生指数"),
+        "国企指数": fetch_index("szHSCEI", "国企指数"),
+    }
+    indices = {k: v for k, v in indices.items() if v}
+
+    # 计算偏向
+    sh = indices.get("上证指数", {})
+    sh_change = sh.get("change_pct", 0) if sh else 0
+    if sh_change < -1.5:
+        overall = "bearish"
+        desc = "大盘偏弱"
+    elif sh_change > 1.0:
+        overall = "bullish"
+        desc = "大盘偏强"
+    else:
+        overall = "neutral"
+        desc = "大盘震荡"
+
+    structure = json.dumps({"overall": overall, "description": desc}, ensure_ascii=False)
+    indices_json = json.dumps(indices, ensure_ascii=False)
+
+    # 写入macro_context_log
+    now = datetime.now()
+    session = "midday" if now.hour >= 12 else "morning"
+    ts = now.strftime("%Y-%m-%d %H:%M:%S")
+    try:
+        conn = sqlite3.connect(str(DB))
+        conn.execute("""
+            INSERT INTO macro_context_log 
+            (data_timestamp, session, has_valid_data, indices, structure, created_at)
+            VALUES (?, ?, 1, ?, ?, ?)
+        """, (ts, session, indices_json, structure, ts))
+        conn.commit()
+        conn.close()
+        print(f"[SILENT] macro_context updated: {overall} {desc} {len(indices)} indices")
+    except Exception as e:
+        print(f"[SILENT] macro_context write failed: {e}")
+
+if __name__ == "__main__":
+    main()