sync: 全部cron脚本同步+游离代码归位+关键依赖部署

- 11个不一致cron脚本同步(MoFin→profile)
- 4个游离代码收入MoFin(300308_monitor/monitor_300308/refresh_mtf_cache/strategy-staleness-check)
- 6个关键依赖部署到profile(mo_models/mo_config/mo_provider/hk_rate/data_governance/data_validate)

scripts/300308_monitor.py

@@ -0,0 +1,205 @@
+#!/usr/bin/env python3
+"""300308 午后紧盯监控 (no_agent)
+每2分钟运行一次。在条件满足时输出买入信号，否则静默。
+支持策略动态调整——输出状态变化。
+"""
+
+import json, os, sys, urllib.request
+from pathlib import Path
+from datetime import datetime
+
+STATE_PATH = "/home/hmo/.hermes/300308_monitor_state.json"
+
+BUY_ZONE_LOW = 1307.22
+BUY_ZONE_HIGH = 1358.94
+STOP_LOSS = 1293.88
+TAKE_PROFIT = 1456.53
+
+# 三档触发条件（按优先级）
+LEVEL_STRONG = {"label": "★ 强信号", "price_min": 1330, "price_breach": 1325, "desc": "前3根5分K站稳1330+量放"}
+LEVEL_MID = {"label": "◎ 中信号", "price_min": 1315, "price_breach": 1307, "desc": "回踩1315企稳+买盘放量"}
+LEVEL_WEAK = {"label": "○ 弱信号", "price_min": 1307, "price_breach": 1298, "desc": "在买入区下沿附近企稳"}
+
+
+def get_price():
+    url = "https://qt.gtimg.cn/q=sz300308"
+    req = urllib.request.Request(url, headers={"User-Agent": "Mozilla/5.0"})
+    resp = urllib.request.urlopen(req, timeout=10)
+    data = resp.read().decode("gbk")
+    parts = data.split("~")
+    price = float(parts[3])
+    high = float(parts[33])
+    low = float(parts[34])
+    change_pct = float(parts[32])
+    volume = int(parts[6])
+    buy_vol = int(parts[7]) if parts[7] else 0
+    sell_vol = int(parts[8]) if parts[8] else 0
+    return {
+        "price": price,
+        "high": high,
+        "low": low,
+        "change_pct": change_pct,
+        "volume": volume,
+        "buy_vol": buy_vol,
+        "sell_vol": sell_vol,
+    }
+
+
+def load_state():
+    try:
+        with open(STATE_PATH) as f:
+            return json.load(f)
+    except:
+        return {"phase": "waiting", "triggered_levels": [], "last_report": None, "afternoon_low": 99999}
+
+
+def save_state(s):
+    os.makedirs(os.path.dirname(STATE_PATH), exist_ok=True)
+    with open(STATE_PATH, "w") as f:
+        json.dump(s, f, ensure_ascii=False, indent=2)
+
+
+def main():
+    now = datetime.now()
+    # 只在13:00-15:00运行
+    if now.hour < 13 or now.hour >= 15:
+        # After 15:00, send final summary if not already sent
+        state = load_state()
+        if state.get("phase") not in ("done", "final"):
+            # Market closed, output final status
+            state["phase"] = "final"
+            save_state(state)
+            print("【300308紧盯结束】15:00收盘。")
+            # Final check
+            price = get_price()
+            if price["price"] >= STOP_LOSS:
+                print(f"收盘价{price['price']:.2f}，未触及止损{STOP_LOSS}，策略有效。")
+            else:
+                print(f"⚠️ 收盘价{price['price']:.2f}已跌破止损{STOP_LOSS}！")
+        return
+
+    state = load_state()
+    
+    # If already in done phase (signal already sent), stay silent
+    if state.get("phase") == "done":
+        return
+
+    price_data = get_price()
+    p = price_data["price"]
+    vol = price_data["volume"]
+    buy_vol = price_data["buy_vol"]
+    sell_vol = price_data["sell_vol"]
+
+    # Track afternoon low
+    if p < state["afternoon_low"]:
+        state["afternoon_low"] = p
+
+    # Get volume since last check to calculate relative activity
+    state.setdefault("last_vol", 0)
+    vol_delta = vol - state["last_vol"]
+    state["last_vol"] = vol
+    vol_active = vol_delta > 0  # new trades happened
+
+    # Determine buy/sell pressure (active buying as proportion)
+    total_trade = buy_vol + sell_vol
+    buy_ratio = buy_vol / total_trade if total_trade > 0 else 0.5
+    
+    # Minutes into afternoon session
+    afternoon_minutes = (now.hour - 13) * 60 + now.minute
+    candle_num = afternoon_minutes // 5 + 1  # Which 5-min candle we're in
+
+    # ----------------------------------------------------------------
+    # Level checking - try from strong to weak
+    # ----------------------------------------------------------------
+    triggered = state.get("triggered_levels", [])
+    
+    # Check levels from weak to strong
+    for level_key, level in [("weak", LEVEL_WEAK), ("mid", LEVEL_MID), ("strong", LEVEL_STRONG)]:
+        if level_key in triggered:
+            continue  # already triggered, skip
+
+        if p >= level["price_min"] and state["afternoon_low"] >= level["price_breach"]:
+            # Basic price conditions met — check volume
+            # Volume should show active buying (buy_vol > sell_vol * 0.8 = not too one-sided)
+            volume_ok = buy_ratio >= 0.45  # at least 45% buying
+            if volume_ok:
+                triggered.append(level_key)
+                state["triggered_levels"] = triggered
+                
+                if level_key == "strong":
+                    msg = (
+                        f"【300308买入信号】★ 强信号触发\n"
+                        f"现价{p:.2f}，已在1330上方站稳，午后最低{state['afternoon_low']:.2f}未破1325\n"
+                        f"主动买比{buy_ratio:.0%}，买盘积极\n"
+                        f"距止损{(p-STOP_LOSS)/STOP_LOSS*100:.1f}%，距止盈{(TAKE_PROFIT-p)/p*100:.1f}%\n"
+                        f"操作：买入1手(100股)，止损{STOP_LOSS}，止盈{TAKE_PROFIT}"
+                    )
+                    state["phase"] = "done"
+                    save_state(state)
+                    print(msg)
+                    return
+                
+                if level_key == "mid":
+                    msg = (
+                        f"【300308买入信号】◎ 中信号触发\n"
+                        f"现价{p:.2f}，回踩1315企稳，午后最低{state['afternoon_low']:.2f}\n"
+                        f"主动买比{buy_ratio:.0%}，买盘回温\n"
+                        f"距止损{(p-STOP_LOSS)/STOP_LOSS*100:.1f}%，距止盈{(TAKE_PROFIT-p)/p*100:.1f}%\n"
+                        f"操作：可买入1手(100股)，止损{STOP_LOSS}(-{(p-STOP_LOSS)/p*100:.1f}%)，止盈{TAKE_PROFIT}"
+                    )
+                    state["phase"] = "done"
+                    save_state(state)
+                    print(msg)
+                    return
+    
+    # ----------------------------------------------------------------
+    # Check for failure conditions
+    # ----------------------------------------------------------------
+    if state["afternoon_low"] < 1300:  # Breaking towards stop loss
+        if not state.get("warned_low"):
+            state["warned_low"] = True
+            save_state(state)
+            print(f"【300308风险警告】午后最低{state['afternoon_low']:.2f}，逼近止损{STOP_LOSS}(-4.4%)。"
+                  f"现价{p:.2f}。建议取消今日买入。")
+            return
+
+    if state["afternoon_low"] < STOP_LOSS:
+        state["phase"] = "done"  # stop monitoring
+        save_state(state)
+        print(f"【300308止损触发】午后最低{state['afternoon_low']:.2f}<止损{STOP_LOSS}。"
+              f"策略已失效，取消今日买入。等明日重新评估。")
+        return
+
+    # ----------------------------------------------------------------
+    # Periodically report status (every ~10 mins)
+    # ----------------------------------------------------------------
+    last_report = state.get("last_report_min", -999)
+    report_interval = 10  # minutes
+    this_minute = now.hour * 60 + now.minute
+    
+    if this_minute - last_report >= report_interval:
+        state["last_report_min"] = this_minute
+        # Check what condition we're closest to
+        if p >= LEVEL_STRONG["price_min"]:
+            closest = "强信号(1330)"
+        elif p >= LEVEL_MID["price_min"]:
+            closest = f"中信号(1315)，差{LEVEL_STRONG['price_min']-p:.1f}到强信号"
+        else:
+            closest = f"弱信号(1307)，差{LEVEL_MID['price_min']-p:.1f}到中信号"
+        
+        msg = (
+            f"【300308午后监控】第{candle_num}根5分K线\n"
+            f"现价{p:.2f} | 午后最低{state['afternoon_low']:.2f}\n"
+            f"买比{buy_ratio:.0%} | 距目标{closest}\n"
+            f"仍有效，继续监控。"
+        )
+        save_state(state)
+        print(msg)
+        return
+    
+    save_state(state)
+    # Silent - nothing to report
+
+
+if __name__ == "__main__":
+    main()