migrate: remove JSON, DB-only — mo_data, server, scripts, prompts (27 files)

This commit is contained in:
知微
2026-07-03 12:12:05 +08:00
parent b1a79d962c
commit b3bedc8024
43 changed files with 8272 additions and 7449 deletions
+167 -163
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@@ -1,163 +1,167 @@
#!/usr/bin/env python3
"""
per_stock_reassess.py — 按个股触发重评
对每只传进来的 code 执行 reassess_strategy(),然后只更新
decisions.json 中对应的那一条记录。不碰 portfolio.json,不跑全量。
"""
import sys, json, os, re
sys.path.insert(0, "/home/hmo/web-dashboard")
from strategy_lifecycle import reassess_with_context as reassess_strategy
DECISIONS_PATH = "/home/hmo/web-dashboard/data/decisions.json"
def main():
codes = [a for a in sys.argv[1:] if not a.startswith("-")]
if not codes:
print("[FULL] 无指定编码,跑全量 regenerate_all()")
from strategy_lifecycle import regenerate_all
regenerate_all(stdout=False)
print("[FULL] 全量重评完成")
return
# 读现有 decisions
with open(DECISIONS_PATH) as f:
raw = json.load(f)
decisions_map = {d["code"]: d for d in raw.get("decisions", []) if d.get("code")}
ok = 0
errors = 0
skipped = 0
for code in codes:
entry = decisions_map.get(code)
if not entry:
print(f"[SKIP] {code}: 不在 decisions.json 中")
errors += 1
continue
try:
# Always fetch live price for accurate reassessment
price = 0
try:
# 价格从 DB 读取(price_monitor 每2分钟更新,唯一价格入口)
code_raw = entry.get("code", "")
price = 0
import sqlite3
db = sqlite3.connect('/home/hmo/web-dashboard/data/mofin.db')
db.row_factory = sqlite3.Row
row = db.execute("SELECT price FROM holdings WHERE code=? AND is_active=1", (code_raw,)).fetchone()
if not row:
row = db.execute("SELECT price FROM watchlist_stocks WHERE code=? AND is_active=1", (code_raw,)).fetchone()
if not row:
row = db.execute("SELECT price FROM holding_strategies WHERE code=? AND status='active' ORDER BY updated_at DESC LIMIT 1", (code_raw,)).fetchone()
if row:
price = row['price'] or 0
db.close()
if price > 0:
print(f" 实时价: {price} (来自DB)")
else:
# fallback to portfolio.json
with open("/home/hmo/web-dashboard/data/portfolio.json") as _pf:
_pf_data = json.load(_pf)
for _h in _pf_data.get("holdings", []):
if _h["code"] == code_raw:
price = float(_h.get("price", 0))
break
if price <= 0:
price = entry.get("current_price") or entry.get("price") or 0
except Exception as e:
print(f" 价格获取失败: {e}", file=sys.stderr)
price = entry.get("current_price") or entry.get("price") or 0
# Price diff debounce: skip reassessment if price changed < 1% since last update
last_price = entry.get("last_reassessed_price", 0)
if last_price > 0 and price > 0:
diff_pct = abs(price - last_price) / last_price * 100
if diff_pct < 1.0:
print(f" 价差仅{diff_pct:.2f}% (<1%),跳过重评(上次价={last_price},现价={price}")
skipped += 1
continue
result = reassess_strategy(
code=code,
name=entry.get("name", ""),
price=price,
cost=entry.get("cost", 0),
shares=entry.get("shares", 0),
current_action=entry.get("action", ""),
is_watchlist=entry.get("type", "") in ("自选策略", "watchlist"),
)
if result and result.get("action"):
# 持仓股止损不下移(移动止损规则):已有仓位的止损只上不下
is_held = entry.get("cost", 0) > 0 and entry.get("shares", 0) > 0 and \
entry.get("type", "") not in ("自选策略", "watchlist")
old_stop = entry.get("stop_loss", 0)
new_stop = result.get("stop_loss", 0)
if is_held and old_stop > 0 and new_stop > 0 and new_stop < old_stop:
print(f" 移动止损保护: {new_stop}→保持{old_stop} (持仓止损不下移)")
result["stop_loss"] = old_stop
# 同时更新 action 字符串中的止损值
act = result.get("action", "")
if act:
act = re.sub(r'止损[\d.]+', f'止损{old_stop}', act)
result["action"] = act
# 更新 decisions_map 中对应的条目
updated = entry.copy()
# 币种标记:HK股保留HKD原始值,A股为CNY
is_hk = len(str(code)) == 5 and str(code)[0] in '01'
updated.update({
"action": result["action"],
"stop_loss": result.get("stop_loss", entry.get("stop_loss")),
"entry_low": result.get("entry_low", entry.get("entry_low")),
"entry_high": result.get("entry_high", entry.get("entry_high")),
"take_profit": result.get("take_profit"),
"tech_snapshot": result.get("tech_snapshot", entry.get("tech_snapshot")),
"timing_signal": result.get("timing_signal", entry.get("timing_signal")),
"rr_ratio": result.get("rr_ratio", entry.get("rr_ratio", 0)),
"status": result.get("status", "updated"),
"price": price,
"currency": "HKD" if is_hk else "CNY",
})
# Save last reassessed price for debounce tracking
updated["last_reassessed_price"] = price
decisions_map[code] = updated
# ——— 初始化多分支策略树 ———
try:
sys.path.insert(0, '/home/hmo/MoFin')
from strategy_tree import init_default_branches
branches = init_default_branches(
code,
entry.get('name', ''),
result.get('entry_low', 0),
result.get('entry_high', 0),
result.get('stop_loss', 0),
result.get('take_profit', 0),
)
st = updated.setdefault('strategy_tree', {})
st['branches'] = branches
except Exception:
pass
print(f"[OK] {code} {entry.get('name','')}: {result['action'][:80]}")
ok += 1
else:
print(f"[SYNCED] {code}: 无变更")
ok += 1
except Exception as e:
print(f"[ERROR] {code}: {e}", file=sys.stderr)
errors += 1
# 写回 decisions.json(只更新被修改的那条,其余保留原样
raw["decisions"] = list(decisions_map.values())
raw["total"] = len(raw["decisions"])
from datetime import datetime
raw["regenerated_at"] = datetime.now().strftime("%Y-%m-%d %H:%M")
with open(DECISIONS_PATH, "w") as f:
json.dump(raw, f, ensure_ascii=False, indent=2)
print(f"[DONE] {ok}成功 {skipped}跳过 {errors}失败")
if __name__ == "__main__":
main()
#!/usr/bin/env python3
"""
per_stock_reassess.py — 按个股触发重评
对每只传进来的 code 执行 reassess_strategy(),然后只更新
decisions.json 中对应的那一条记录。不碰 portfolio.json,不跑全量。
"""
import sys, json, os, re
sys.path.insert(0, "/home/hmo/web-dashboard")
from strategy_lifecycle import reassess_with_context as reassess_strategy
from mo_data import read_decisions, read_portfolio
sys.path.insert(0, "/home/hmo/MoFin")
from mofin_db import get_conn, write_holding_strategy
DECISIONS_PATH = "/home/hmo/web-dashboard/data/decisions.json"
def main():
codes = [a for a in sys.argv[1:] if not a.startswith("-")]
if not codes:
print("[FULL] 无指定编码,跑全量 regenerate_all()")
from strategy_lifecycle import regenerate_all
regenerate_all(stdout=False)
print("[FULL] 全量重评完成")
return
# 读现有 decisions
raw = read_decisions()
decisions_map = {d["code"]: d for d in raw.get("decisions", []) if d.get("code")}
ok = 0
errors = 0
skipped = 0
for code in codes:
entry = decisions_map.get(code)
if not entry:
print(f"[SKIP] {code}: 不在 decisions.json 中")
errors += 1
continue
try:
# Always fetch live price for accurate reassessment
price = 0
try:
# 价格从 DB 读取(price_monitor 每2分钟更新,唯一价格入口)
code_raw = entry.get("code", "")
price = 0
import sqlite3
db = sqlite3.connect('/home/hmo/web-dashboard/data/mofin.db')
db.row_factory = sqlite3.Row
row = db.execute("SELECT price FROM holdings WHERE code=? AND is_active=1", (code_raw,)).fetchone()
if not row:
row = db.execute("SELECT price FROM watchlist_stocks WHERE code=? AND is_active=1", (code_raw,)).fetchone()
if not row:
row = db.execute("SELECT price FROM holding_strategies WHERE code=? AND status='active' ORDER BY updated_at DESC LIMIT 1", (code_raw,)).fetchone()
if row:
price = row['price'] or 0
db.close()
if price > 0:
print(f" 实时价: {price} (来自DB)")
if price <= 0:
price = entry.get("current_price") or entry.get("price") or 0
except Exception as e:
print(f" 价格获取失败: {e}", file=sys.stderr)
price = entry.get("current_price") or entry.get("price") or 0
# Price diff debounce: skip reassessment if price changed < 1% since last update
last_price = entry.get("last_reassessed_price", 0)
if last_price > 0 and price > 0:
diff_pct = abs(price - last_price) / last_price * 100
if diff_pct < 1.0:
print(f" 价差仅{diff_pct:.2f}% (<1%),跳过重评(上次价={last_price},现价={price}")
skipped += 1
continue
result = reassess_strategy(
code=code,
name=entry.get("name", ""),
price=price,
cost=entry.get("cost", 0),
shares=entry.get("shares", 0),
current_action=entry.get("action", ""),
is_watchlist=entry.get("type", "") in ("自选策略", "watchlist"),
)
if result and result.get("action"):
# 持仓股止损不下移(移动止损规则):已有仓位的止损只上不下
is_held = entry.get("cost", 0) > 0 and entry.get("shares", 0) > 0 and \
entry.get("type", "") not in ("自选策略", "watchlist")
old_stop = entry.get("stop_loss", 0)
new_stop = result.get("stop_loss", 0)
if is_held and old_stop > 0 and new_stop > 0 and new_stop < old_stop:
print(f" 移动止损保护: {new_stop}→保持{old_stop} (持仓止损不下移)")
result["stop_loss"] = old_stop
# 同时更新 action 字符串中的止损值
act = result.get("action", "")
if act:
act = re.sub(r'止损[\d.]+', f'止损{old_stop}', act)
result["action"] = act
# 更新 decisions_map 中对应的条目
updated = entry.copy()
# 币种标记:HK股保留HKD原始值,A股为CNY
is_hk = len(str(code)) == 5 and str(code)[0] in '01'
updated.update({
"action": result["action"],
"stop_loss": result.get("stop_loss", entry.get("stop_loss")),
"entry_low": result.get("entry_low", entry.get("entry_low")),
"entry_high": result.get("entry_high", entry.get("entry_high")),
"take_profit": result.get("take_profit"),
"tech_snapshot": result.get("tech_snapshot", entry.get("tech_snapshot")),
"timing_signal": result.get("timing_signal", entry.get("timing_signal")),
"rr_ratio": result.get("rr_ratio", entry.get("rr_ratio", 0)),
"status": result.get("status", "updated"),
"price": price,
"currency": "HKD" if is_hk else "CNY",
})
# Save last reassessed price for debounce tracking
updated["last_reassessed_price"] = price
decisions_map[code] = updated
# ——— 初始化多分支策略树 ———
try:
sys.path.insert(0, '/home/hmo/MoFin')
from strategy_tree import init_default_branches
branches = init_default_branches(
code,
entry.get('name', ''),
result.get('entry_low', 0),
result.get('entry_high', 0),
result.get('stop_loss', 0),
result.get('take_profit', 0),
)
st = updated.setdefault('strategy_tree', {})
st['branches'] = branches
except Exception:
pass
print(f"[OK] {code} {entry.get('name','')}: {result['action'][:80]}")
ok += 1
else:
print(f"[SYNCED] {code}: 无变更")
ok += 1
except Exception as e:
print(f"[ERROR] {code}: {e}", file=sys.stderr)
errors += 1
# 写回 decisions.json(只更新被修改的那条,其余保留原样)
raw["decisions"] = list(decisions_map.values())
raw["total"] = len(raw["decisions"])
from datetime import datetime
raw["regenerated_at"] = datetime.now().strftime("%Y-%m-%d %H:%M")
# DB 写入(替代 json.dump
try:
conn = get_conn()
for d in raw.get("decisions", []):
write_holding_strategy(conn, d.get("code", ""), d.get("name", ""), d)
conn.close()
except Exception:
pass
# [migrated to DB] — cold backup removed
# with open(DECISIONS_PATH, "w") as f:
# json.dump(raw, f, ensure_ascii=False, indent=2)
print(f"[DONE] {ok}成功 {skipped}跳过 {errors}失败")
if __name__ == "__main__":
main()