From c79fb5372246b1954d3a775b8c51d6cbb61812b8 Mon Sep 17 00:00:00 2001
From: =?UTF-8?q?=E7=9F=A5=E5=BE=AE?= <zhiwei@mofin.local>
Date: Fri, 10 Jul 2026 12:20:18 +0800
Subject: [PATCH] =?UTF-8?q?feat:=20=E7=9B=98=E5=89=8D=E5=85=A8=E9=87=8F?=
 =?UTF-8?q?=E9=87=8D=E8=AF=84(08:10)+=E8=87=AA=E9=80=89=E9=80=80=E5=87=BA?=
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---
 scripts/premarket_full_review.py |  40 ++++++++++++
 scripts/watchlist_auto_exit.py   | 106 +++++++++++++++++++++++++++++++
 2 files changed, 146 insertions(+)
 create mode 100644 scripts/premarket_full_review.py
 create mode 100644 scripts/watchlist_auto_exit.py

diff --git a/scripts/premarket_full_review.py b/scripts/premarket_full_review.py
new file mode 100644
index 00000000..1cebcd1c
--- /dev/null
+++ b/scripts/premarket_full_review.py
@@ -0,0 +1,40 @@
+#!/usr/bin/env python3
+"""premarket_full_review.py — 盘前全量重评
+
+执行顺序：
+1. regenerate_all() 全量技术分析重评（持仓+自选）
+2. watchlist_auto_exit() 自选退出检查
+3. 输出摘要
+
+调度：交易日 08:10（A股09:30开盘）
+"""
+import sys, os, json
+sys.path.insert(0, '/home/hmo/MoFin')
+
+# Step 1: 全量重评
+print("=" * 50)
+print("📊 盘前全量重评开始")
+print("=" * 50)
+from strategy_lifecycle import regenerate_all
+result = regenerate_all(stdout=True)
+print(f"\n重评完成: {result.get('ok',0)}/{result.get('total',0)}成功")
+
+# Step 2: 自选退出
+print("\n" + "=" * 50)
+print("🔍 自选退出检查")
+print("=" * 50)
+from scripts.watchlist_auto_exit import main as auto_exit
+exited = auto_exit(dry_run=False)
+
+# Step 3: 写入摘要供开盘简报引用
+summary = {
+    "premarket_at": __import__('datetime').datetime.now().isoformat(),
+    "reassess": result,
+    "auto_exit": [{"code": c, "name": n, "reason": r} for c, n, s, r in exited],
+    "total_kept": result.get('total', 0) - len(exited),
+}
+os.makedirs("/tmp/mofin_premarket", exist_ok=True)
+with open("/tmp/mofin_premarket/summary.json", "w") as f:
+    json.dump(summary, f, ensure_ascii=False, indent=2)
+
+print(f"\n✅ 盘前重评完毕")
diff --git a/scripts/watchlist_auto_exit.py b/scripts/watchlist_auto_exit.py
new file mode 100644
index 00000000..cd095238
--- /dev/null
+++ b/scripts/watchlist_auto_exit.py
@@ -0,0 +1,106 @@
+#!/usr/bin/env python3
+"""watchlist_auto_exit.py — 自选退出机制
+
+每天盘前执行，扫描自选策略：
+- 连续N天信号为"卖出" → 自动退出
+- 连续N天评级极低且价格远离买入区 → 自动退出
+- 记录出入日志到 watchlist_log 表
+"""
+import sqlite3, sys, json
+from datetime import datetime, timedelta
+
+DB = "/home/hmo/MoFin/data/mofin.db"
+
+def get_signal_rank(signal):
+    """信号排序：分值越低越差"""
+    rank = {"买入": 5, "可买入": 5, "可加仓": 4, "关注": 3, "观望": 2, "卖出": 1, "信号不充分": 0, "弱势持有": 1}
+    for k, v in rank.items():
+        if k in str(signal):
+            return v
+    return 2  # 默认关注级
+
+def main(dry_run=False):
+    conn = sqlite3.connect(DB)
+    now = datetime.now()
+    
+    # 读取所有活跃自选策略
+    rows = conn.execute("""
+        SELECT code, name, timing_signal, entry_low, entry_high, price, 
+               reassessed_at, position_advice, full_analysis
+        FROM holding_strategies 
+        WHERE status='active' AND decision_type='自选策略'
+        ORDER BY code
+    """).fetchall()
+    
+    exited = []
+    kept = []
+    
+    for code, name, signal, el, eh, price, reassessed_at, pos_advice, fa in rows:
+        signal_str = str(signal or "")
+        rank = get_signal_rank(signal_str)
+        
+        # 退出条件判断
+        reasons = []
+        
+        # 条件1: 信号=卖出
+        if "卖出" in signal_str:
+            reasons.append(f"信号={signal_str}")
+        
+        # 条件2: 信号=观望/信号不充分 且 价格远离买入区
+        if "观望" in signal_str or "信号不充分" in signal_str:
+            if price and el and eh and el > 0 and eh > 0:
+                if price > eh * 1.20:  # 高于买入区上沿20%
+                    reasons.append(f"价{price}超买区上沿+{((price/eh)-1)*100:.0f}%")
+                elif el > 0 and price < el * 0.85:  # 低于买入区下沿15%
+                    reasons.append(f"价{price}低于买区下沿{(1-price/el)*100:.0f}%")
+        
+        # 条件3: 已清仓/零仓位且信号差
+        pos_str = str(pos_advice or "")
+        if rank <= 1 and ("0%" in pos_str or "清仓" in pos_str or "不参与" in pos_str):
+            reasons.append(f"仓位建议={pos_str}")
+        
+        # 如果有退出理由，执行退出
+        if reasons:
+            reason_text = "; ".join(reasons)
+            exited.append((code, name, signal_str, reason_text))
+            
+            if not dry_run:
+                # 记录退出日志
+                conn.execute(
+                    "INSERT INTO watchlist_log (code, name, event, reason, old_signal, new_signal, price) "
+                    "VALUES (?,?,?,?,?,?,?)",
+                    (code, name or "", "exit", reason_text, signal_str, "已退出", price)
+                )
+                # 标记为inactive（软删除，保留历史）
+                conn.execute(
+                    "UPDATE holding_strategies SET status='inactive', updated_at=datetime('now','localtime') "
+                    "WHERE code=? AND status='active' AND decision_type='自选策略'",
+                    (code,)
+                )
+                print(f"  🔴 退出: {code} {name or ''} | {reason_text}")
+        else:
+            kept.append(code)
+    
+    if not dry_run:
+        conn.commit()
+    
+    print(f"\n结果: {len(exited)}只退出, {len(kept)}只保留")
+    
+    # 生成退出摘要日志
+    if exited:
+        summary = f"【自选退出】{now.strftime('%m/%d')} {len(exited)}只自动退出:\n"
+        for code, name, sig, reason in exited:
+            summary += f"  {code} {name}: {sig} → {reason}\n"
+        # 写入JSON供报告引用
+        with open("/tmp/watchlist_exit_summary.json", "w") as f:
+            json.dump({"date": now.isoformat(), "exited": len(exited), "items": [
+                {"code": c, "name": n, "reason": r} for c, n, s, r in exited
+            ]}, f, ensure_ascii=False)
+        print(summary)
+    
+    conn.close()
+    return exited
+
+if __name__ == "__main__":
+    dry = "--dry-run" in sys.argv
+    main(dry_run=dry)