fix: deploy scripts/ files properly (correct directory)

2026-07-01 23:00:28 +08:00
parent b2822cec15
commit ec285669c4
13 changed files with 3537 additions and 51 deletions
@@ -0,0 +1,788 @@
+#!/usr/bin/env python3
+"""price_monitor.py — 高频价格监控脚本（批量版）
+规则：进入区间报一次，离开区间报一次，中间不重复。
+每次运行时一次性刷新所有持仓+自选股的实时价。
+"""
+import json
+import urllib.request
+import os
+import sys
+import time
+from datetime import datetime
+
+# ── MoFin unified model ──────────────────────────────────────────────
+sys.path.insert(0, "/home/hmo/MoFin")
+from mo_models import is_hk_stock, get_hk_rate, calc_total_assets, calc_total_mv, calc_position_pct
+from mofin_db import get_conn, write_holdings_batch, write_portfolio_summary, write_price_event, write_watchlist_stock
+
+DECISIONS_PATH = "/home/hmo/web-dashboard/data/decisions.json"
+PORTFOLIO_PATH = "/home/hmo/web-dashboard/data/portfolio.json"
+WATCHLIST_PATH = "/home/hmo/web-dashboard/data/watchlist.json"
+BREACH_PATH = "/home/hmo/.hermes/zone_breach.json"
+STATE_PATH = os.path.expanduser("~/.hermes/price_trigger_state.json")
+EVENTS_PATH = "/home/hmo/web-dashboard/data/price_events.json"
+
+# 策略重评依赖（技术面驱动，非机械百分比）
+sys.path.insert(0, "/home/hmo/web-dashboard")
+try:
+    from strategy_lifecycle import reassess_strategy
+    HAS_REASSESS = True
+except ImportError:
+    HAS_REASSESS = False
+
+try:
+    HK_RATE = get_hk_rate()
+except Exception:
+    HK_RATE = 0.87  # ultimate fallback
+
+# 分支系统与情景检测
+try:
+    sys.path.insert(0, '/home/hmo/MoFin')
+    from strategy_tree import detect_scenario, evaluate_branches
+    HAS_TREE = True
+except Exception:
+    HAS_TREE = False
+    def detect_scenario(): return {}
+    def evaluate_branches(*a, **kw): return []
+
+# 情景缓存（每次run_once刷新）
+_SCENARIO_CACHE = {}
+_BRANCH_CACHE = {}  # code -> branches list
+
+UA = "Mozilla/5.0"
+
+# ── 批量拉取价格 ──────────────────────────────────────────────────────────
+
+def fetch_all_prices(codes):
+    """腾讯批量行情API：仅用于A股（沪市/深市）
+    A股：sh600110 / sz000001
+    港股已迁移至 fetch_hk_eastmoney()（东方财富实时行情）
+    返回 {code: (price, change, change_pct)}
+    """
+    if not codes:
+        return {}
+
+    # 只处理A股（6位代码），港股走东方财富
+    a_codes = [c for c in codes if len(str(c).strip()) == 6]
+    if not a_codes:
+        return {}
+
+    symbols = []
+    code_map = {}
+    for code in a_codes:
+        code_s = str(code).strip()
+        if code_s.startswith(('5', '6', '9')):
+            sym = f"sh{code_s}"
+        else:
+            sym = f"sz{code_s}"
+        symbols.append(sym)
+        code_map[sym] = code_s
+
+    url = f"http://qt.gtimg.cn/q={','.join(symbols)}"
+    try:
+        req = urllib.request.Request(url, headers={"User-Agent": UA})
+        with urllib.request.urlopen(req, timeout=10) as r:
+            text = r.read().decode("gbk")
+    except Exception as e:
+        print(f"⚠️ 腾讯A股拉取失败: {e}", file=sys.stderr)
+        return {}
+
+    results = {}
+    for line in text.strip().split("\n"):
+        line = line.strip()
+        if not line or "=" not in line:
+            continue
+        try:
+            raw_value = line.split("=", 1)[1].strip().strip('"').strip(";")
+            fields = raw_value.split("~")
+            if len(fields) < 6:
+                continue
+            sym = line.split("=", 1)[0].strip().lstrip("v_")
+            orig_code = code_map.get(sym)
+            if not orig_code:
+                continue
+            price = float(fields[3]) if fields[3] else 0
+            prev_close = float(fields[4]) if fields[4] else 0
+            change = price - prev_close if prev_close > 0 else 0
+            change_pct = fields[32] if len(fields) > 32 and fields[32] else "0"
+            results[orig_code] = (price, change, change_pct)
+        except (ValueError, IndexError):
+            continue
+
+    return results
+
+
+# ── 港股实时行情（新浪财经批量版，实时，无延迟）─────────────────────────────
+
+def fetch_hk_sina_batch(codes):
+    """新浪财经港股批量实时行情 — 一次HTTP请求获取全部港股。
+
+    新浪港股API（hq.sinajs.cn）支持批量查询，返回实时数据。
+    对比东财逐股查询（0.2s间隔×17只=3.4s），新浪1次请求搞定。
+
+    API: https://hq.sinajs.cn/list=hk00700,hk09988
+    格式: hq_str_hk00700="TENCENT,腾讯控股,当前价,昨收,开盘,最高,最低,涨跌额,涨跌幅,..."
+
+    返回 {code: (price, change, change_pct)}
+    """
+    if not codes:
+        return {}
+
+    hk_codes = [str(c).strip() for c in codes if len(str(c).strip()) <= 5]
+    if not hk_codes:
+        return {}
+
+    symbols = [f"hk{c}" for c in hk_codes]
+    url = f"https://hq.sinajs.cn/list={','.join(symbols)}"
+
+    try:
+        # 新浪要求有 Referer，且需绕过系统代理（某些环境下东财/新浪走代理会断连）
+        proxy_handler = urllib.request.ProxyHandler({})
+        opener = urllib.request.build_opener(proxy_handler)
+        req = urllib.request.Request(url, headers={
+            "User-Agent": "Mozilla/5.0",
+            "Referer": "https://finance.sina.com.cn",
+        })
+        with opener.open(req, timeout=10) as r:
+            text = r.read().decode("gbk")
+    except Exception as e:
+        print(f"⚠️ 新浪港股批量拉取失败: {e}", file=sys.stderr)
+        return {}
+
+    results = {}
+    for line in text.strip().split("\n"):
+        line = line.strip()
+        if "=" not in line:
+            continue
+        try:
+            code = line.split("=", 1)[0].replace("hq_str_hk", "").replace("var ", "").strip()
+            raw = line.split("=", 1)[1].strip().strip('"').strip(";")
+            fields = raw.split(",")
+            if len(fields) < 9:
+                continue
+            price = float(fields[2]) if fields[2] else 0
+            prev_close = float(fields[3]) if fields[3] else 0
+            change_amt = float(fields[7]) if fields[7] else 0
+            change_pct = fields[8] if fields[8] else "0"
+            # 新浪 field[2] 可能非实时最新价，用 prev_close + change 计算更准确
+            if prev_close > 0 and abs(change_amt) > 0:
+                price = round(prev_close + change_amt, 2)
+            change = round(change_amt, 2)
+            if price > 0:
+                results[code] = (price, change, change_pct)
+        except (ValueError, IndexError):
+            continue
+
+    return results
+
+
+# ── 港股备用通道（东方财富逐股 + 腾讯15min延迟）───────────────────────────
+
+def fetch_hk_eastmoney_fallback(codes):
+    """东方财富港股实时行情（备用通道），逐股查询、间隔1秒避免限流。
+
+    FTP 说明：港股限流严重，不适合主通道，降级为备用。
+    建议用上面的 fetch_hk_sina_batch() 做主通道。
+
+    返回 {code: (price, change, change_pct)}
+    Fallback: 仍失败时回退到腾讯 qt.gtimg.cn（15分钟延迟）
+    """
+    if not codes:
+        return {}
+
+    hk_codes = [str(c).strip() for c in codes if len(str(c).strip()) <= 5]
+    if not hk_codes:
+        return {}
+
+    results = {}
+
+    # 东方财富逐股查询，1秒间隔避免限流
+    for code in hk_codes:
+        try:
+            url = (f"https://push2.eastmoney.com/api/qt/stock/get"
+                   f"?secid=116.{code}"
+                   f"&fields=f43,f170,f60,f57,f58"
+                   f"&fltt=2")
+            proxy_handler = urllib.request.ProxyHandler({})
+            opener = urllib.request.build_opener(proxy_handler)
+            req = urllib.request.Request(url, headers={
+                "User-Agent": UA,
+                "Referer": "https://quote.eastmoney.com/",
+            })
+            with opener.open(req, timeout=5) as r:
+                resp = json.loads(r.read().decode("utf-8"))
+
+            if resp.get("rc") != 0:
+                continue
+            item = resp.get("data", {})
+            if not item:
+                continue
+            price = float(item.get("f43", 0)) if item.get("f43") else 0
+            prev_close = float(item.get("f60", 0)) if item.get("f60") else 0
+            change = round(price - prev_close, 2) if prev_close > 0 else 0
+            change_pct = str(item.get("f170", "0"))
+            if price > 0:
+                results[code] = (price, change, change_pct)
+            time.sleep(1.0)  # 1秒间隔，大幅降低限流概率
+        except Exception as e:
+            print(f"  [东财备用 {code}] {e}", file=sys.stderr)
+            continue
+
+    # Fallback: 腾讯 qt.gtimg.cn（15分钟延迟）
+    missing = [c for c in hk_codes if c not in results]
+    if missing:
+        try:
+            fallback = _fetch_hk_tencent_fallback(missing)
+            results.update(fallback)
+        except Exception:
+            pass
+
+    return results
+
+
+def _fetch_hk_tencent_fallback(codes):
+    """腾讯港股行情（15分钟延迟，仅作 fallback）"""
+    symbols = [f"hk{c}" for c in codes]
+    url = f"http://qt.gtimg.cn/q={','.join(symbols)}"
+    req = urllib.request.Request(url, headers={"User-Agent": UA})
+    with urllib.request.urlopen(req, timeout=10) as r:
+        text = r.read().decode("gbk")
+
+    code_map = {f"hk{c}": c for c in codes}
+    results = {}
+    for line in text.strip().split("\n"):
+        if "=" not in line:
+            continue
+        try:
+            raw = line.split("=", 1)[1].strip().strip('"').strip(";")
+            fields = raw.split("~")
+            if len(fields) < 6:
+                continue
+            sym = line.split("=", 1)[0].strip().lstrip("v_")
+            orig = code_map.get(sym)
+            if not orig:
+                continue
+            price = float(fields[3]) if fields[3] else 0
+            prev_close = float(fields[4]) if fields[4] else 0
+            change = price - prev_close if prev_close > 0 else 0
+            change_pct = fields[32] if len(fields) > 32 and fields[32] else "0"
+            results[orig] = (price, change, change_pct)
+        except (ValueError, IndexError):
+            continue
+    return results
+
+
+def refresh_data_prices():
+    """一次性刷新portfolio.json和watchlist.json的所有实时价"""
+    all_codes = set()
+
+    # 收集所有需要拉取的代码
+    try:
+        pf = json.load(open(PORTFOLIO_PATH))
+        for s in pf.get('holdings', []):
+            all_codes.add(s['code'])
+    except:
+        pf = {"holdings": []}
+
+    try:
+        wl = json.load(open(WATCHLIST_PATH))
+        for s in wl.get('stocks', []):
+            all_codes.add(s['code'])
+    except:
+        wl = {"stocks": []}
+
+    if not all_codes:
+        return 0
+
+    # 分批拉取：A股走腾讯（实时） + 港股走新浪批量（实时，无限流）
+    all_list = list(all_codes)
+    prices = fetch_all_prices(all_list)          # A股（腾讯，实时）
+    hk_prices = fetch_hk_sina_batch(all_list)    # 港股（新浪批量，实时）
+    # 新浪未覆盖的走备用通道（东财逐股→腾讯15min延迟）
+    hk_codes_missing = [c for c in all_list if len(str(c).strip()) <= 5 and c not in hk_prices]
+    if hk_codes_missing:
+        fallback = fetch_hk_eastmoney_fallback(hk_codes_missing)
+        hk_prices.update(fallback)
+    prices.update(hk_prices)
+    updated = 0
+
+    # 保存全量实时价快照（供报告管道消费，确保分析用最新数据）
+    try:
+        live = {"updated_at": datetime.now().isoformat(), "prices": {}}
+        for code in all_codes:
+            if code in prices:
+                p, c, chg = prices[code]
+                live["prices"][code] = {"price": p, "change_pct": chg}
+        json.dump(live, open("/home/hmo/web-dashboard/data/live_prices.json", "w"), indent=2)
+    except Exception:
+        pass
+
+    # 更新portfolio（只在价格变化时写入，避免触发文件变更通知）
+    changed = False
+    for s in pf.get('holdings', []):
+        if s['code'] in prices:
+            price, _, change_pct = prices[s['code']]
+            if price > 0:
+                # 港股：API返回HKD，需转RMB
+                if is_hk_stock(s['code']):
+                    price = round(price * HK_RATE, 2)
+                old = s.get('price', 0)
+                if abs(old - price) > 0.001:
+                    s['price'] = round(price, 2)
+                    s['change_pct'] = float(change_pct) if change_pct else 0
+                    updated += 1
+                    changed = True
+    if changed:
+        pf['updated_at'] = datetime.now().strftime('%Y-%m-%d %H:%M')
+        pf['total_mv'] = calc_total_mv(pf.get('holdings', []))
+        pf['total_assets'] = calc_total_assets(pf)
+        pf['position_pct'] = calc_position_pct(pf)
+        # DB 写入（替代 json.dump，强制币种约束）
+        try:
+            conn = get_conn()
+            write_holdings_batch(conn, pf['holdings'])
+            write_portfolio_summary(conn, pf)
+            conn.close()
+        except Exception as e:
+            print(f"  [DB写入失败] {e}", flush=True)
+        # 保留 JSON 副本作为冷备
+        json.dump(pf, open(PORTFOLIO_PATH, 'w'), ensure_ascii=False, indent=2)
+    elif pf.get('updated_at'):
+        try:
+            last_ts = datetime.strptime(pf['updated_at'], '%Y-%m-%d %H:%M')
+            if (datetime.now() - last_ts).total_seconds() > 600:
+                pf['updated_at'] = datetime.now().strftime('%Y-%m-%d %H:%M')
+                json.dump(pf, open(PORTFOLIO_PATH, 'w'), ensure_ascii=False, indent=2)
+        except:
+            pass
+
+    # 更新watchlist（只在价格变化时写入）
+    changed = False
+    for s in wl.get('stocks', []):
+        if s['code'] in prices:
+            price, _, change_pct = prices[s['code']]
+            if price > 0:
+                # 港股：API返回HKD，需转RMB
+                if is_hk_stock(s['code']):
+                    price = round(price * HK_RATE, 2)
+                old = s.get('price', 0)
+                if abs(old - price) > 0.001:
+                    s['price'] = round(price, 2)
+                    s['change_pct'] = float(change_pct) if change_pct else 0
+                    updated += 1
+                    changed = True
+    if changed:
+        wl['updated_at'] = datetime.now().isoformat()
+        # DB 写入（替代 json.dump）
+        try:
+            conn = get_conn()
+            for s in wl.get('stocks', []):
+                s['currency'] = 'CNY'  # 自选股价格统一CNY
+                write_watchlist_stock(conn, s)
+            conn.close()
+        except Exception as e:
+            print(f"  [DB watchlist写入失败] {e}", flush=True)
+        # 保留 JSON 冷备
+        json.dump(wl, open(WATCHLIST_PATH, 'w'), ensure_ascii=False, indent=2)
+
+    # --- 汇总值重算（使用 mo_models 唯一公式）---
+    try:
+        live_market_value = calc_total_mv(pf.get('holdings', []))
+        old_mv = pf.get('total_mv', 0)
+        
+        if abs(old_mv - live_market_value) > 0.01:
+            pf['total_mv'] = round(live_market_value, 2)
+        
+        pf['total_assets'] = calc_total_assets(pf)
+        if pf['total_assets'] > 0:
+            pf['position_pct'] = calc_position_pct(pf)
+        pf['updated_at'] = datetime.now().strftime('%Y-%m-%d %H:%M')
+        # DB 写入
+        try:
+            conn = get_conn()
+            write_portfolio_summary(conn, pf)
+            conn.close()
+        except Exception as e:
+            print(f"  [DB汇总写入失败] {e}", flush=True)
+        # JSON 冷备
+        json.dump(pf, open(PORTFOLIO_PATH, 'w'), ensure_ascii=False, indent=2)
+    except Exception as e:
+        print(f"  [汇总重算失败] {e}", flush=True)
+    # --- 结束汇总重算 ---
+
+    return updated
+
+
+# ── 分支系统辅助函数 ──────────────────────────────────────────────────────
+
+def _branch_alert_suffix(code, price, shares=0, cost=0):
+    """返回分支信息后缀：「 | 情景→动作」"""
+    if not HAS_TREE or not _SCENARIO_CACHE.get('id'):
+        return ""
+    try:
+        sc_id = _SCENARIO_CACHE['id']
+        results = evaluate_branches(code, sc_id, price, shares, cost)
+        for r in results:
+            if r.get('applicable'):
+                _record_branch_trigger(code, r.get('branch_id',''), price)
+                branch_action = r.get('action_type', r.get('action', 'hold'))
+                return f" | {sc_id}→{branch_action}"
+    except Exception:
+        pass
+    return ""
+
+
+def _record_branch_trigger(code, branch_id, price):
+    """记录分支触发事件（自成长：trigger_count+1）"""
+    try:
+        raw = json.load(open(DECISIONS_PATH))
+        for d in raw.get('decisions', []):
+            if d.get('code') == code and d.get('strategy_tree',{}).get('branches'):
+                for b in d['strategy_tree']['branches']:
+                    if b['id'] == branch_id:
+                        b.setdefault('trigger_count', 0)
+                        b['trigger_count'] += 1
+                        b['last_trigger_price'] = round(price, 2)
+                        b['last_triggered'] = datetime.now().isoformat()
+                        break
+        json.dump(raw, open(DECISIONS_PATH, 'w'), ensure_ascii=False, indent=2)
+    except Exception:
+        pass
+
+
+# ── 区间偏离检测 ──────────────────────────────────────────────────────────
+
+def load_state():
+    try:
+        with open(STATE_PATH) as f:
+            return json.load(f)
+    except:
+        return {}
+
+def save_state(state):
+    os.makedirs(os.path.dirname(STATE_PATH), exist_ok=True)
+    with open(STATE_PATH, 'w') as f:
+        json.dump(state, f, ensure_ascii=False, indent=2)
+
+def load_breaches():
+    try:
+        with open(BREACH_PATH) as f:
+            return json.load(f)
+    except:
+        return {}
+
+def save_breaches(data):
+    os.makedirs(os.path.dirname(BREACH_PATH), exist_ok=True)
+    with open(BREACH_PATH, 'w') as f:
+        json.dump(data, f, ensure_ascii=False, indent=2)
+
+
+def load_events():
+    try:
+        with open(EVENTS_PATH) as f:
+            return json.load(f)
+    except:
+        return {"events": []}
+
+
+def save_events(events):
+    os.makedirs(os.path.dirname(EVENTS_PATH), exist_ok=True)
+    with open(EVENTS_PATH, 'w') as f:
+        json.dump(events, f, ensure_ascii=False, indent=2)
+
+
+def record_event(code, name, event_type, price, trigger_value, event_label=""):
+    """记录一次价格触发事件到 price_events.json + SQLite"""
+    events = load_events()
+    now = datetime.now().isoformat()
+    events["events"].append({
+        "code": code,
+        "name": name,
+        "event_type": event_type,  # entry_zone, stop_loss, take_profit, exit_zone
+        "price": round(price, 2),
+        "trigger_value": trigger_value,
+        "event_label": event_label,
+        "timestamp": now,
+        "date": datetime.now().strftime("%Y-%m-%d"),
+    })
+    # 保留最近10000条
+    events["events"] = events["events"][-10000:]
+    save_events(events)
+
+    # ── SQLite 双写 ──
+    try:
+        from mofin_db import get_conn, init_all_tables, write_price_event
+        conn = get_conn()
+        init_all_tables(conn)
+        write_price_event(conn, code, name, event_type, price, trigger_value, event_label)
+        conn.close()
+    except Exception:
+        pass  # SQLite 写入失败不影响主流程
+
+
+def get_trigger_zones(d):
+    """返回该decision所有可监控的区间列表，从顶层字段读取"""
+    zones = []
+    is_holding = d.get('shares', 0) > 0
+    # 买入区间（自选和持仓都监控）
+    el = d.get("entry_low", 0)
+    eh = d.get("entry_high", 0)
+    if el and eh and float(el) > 0 and float(eh) > 0:
+        try:
+            zones.append(("entry_zone", "买入区间", float(el), float(eh)))
+        except:
+            pass
+    # 止损+止盈（只有持仓才监控，自选无意义）
+    if is_holding:
+        sl = d.get("stop_loss", 0)
+        if sl and float(sl) > 0:
+            try:
+                zones.append(("stop_loss", "止损", 0, float(sl)))
+            except:
+                pass
+        tp = d.get("take_profit", 0)
+        if tp and float(tp) > 0:
+            try:
+                zones.append(("take_profit_zone", "止盈区间", 0, float(tp)))
+            except:
+                pass
+    return zones
+
+
+def run_once(round_label=""):
+    """执行一轮完整的监控流程"""
+    global _SCENARIO_CACHE, _BRANCH_CACHE
+    label = f" [{round_label}]" if round_label else ""
+    start = time.time()
+
+    # 刷新情景与分支缓存（每轮更新）
+    _SCENARIO_CACHE = detect_scenario() if HAS_TREE else {}
+    _BRANCH_CACHE = {}
+    try:
+        raw = json.load(open(DECISIONS_PATH))
+        for d in raw.get('decisions', []):
+            tree = d.get('strategy_tree', {})
+            if tree and tree.get('branches'):
+                _BRANCH_CACHE[d['code']] = tree['branches']
+    except Exception:
+        pass
+
+    # === 第一步：一次性刷新所有价格 ===
+    refreshed = refresh_data_prices()
+
+    # === 第二步：检查触发条件 ===
+    try:
+        with open(DECISIONS_PATH) as f:
+            dec = json.load(f)
+    except:
+        print(f"❌{label} 无法读取decisions.json", file=sys.stderr)
+        return
+
+    active = [d for d in dec.get("decisions", []) if d.get("status") in ("active", "updated")]
+    state = load_state()
+    outputs = []
+    state_updated = False
+
+    # 收集所有需要检查的代码
+    check_codes = set()
+    for d in active:
+        if get_trigger_zones(d):
+            check_codes.add(d["code"])
+
+    # 批量拉取这些股票的价格
+    prices = fetch_all_prices(list(check_codes))
+
+    for d in active:
+        code = d["code"]
+
+        zones = get_trigger_zones(d)
+        if not zones:
+            continue
+
+        price_info = prices.get(code)
+        if not price_info:
+            continue
+        price, _, _ = price_info
+        if price == 0:
+            continue
+
+        name = d.get("name", code)
+        if code not in state:
+            state[code] = {}
+
+        for key, label, lo, hi in zones:
+            in_zone = lo <= price <= hi
+            prev_in_zone = state[code].get(key, None)
+
+            if in_zone and prev_in_zone != True:
+                if key == "stop_loss":
+                    branch_sfx = _branch_alert_suffix(code, price, d.get('shares',0), d.get('cost',0))
+                    outputs.append(f"⚠️ {name}({code}) {price} → 跌破止损{hi}！{branch_sfx}")
+                    record_event(code, name, "stop_loss", price, str(hi))
+                else:
+                    extra = ""
+                    if "_price" in key:
+                        batch_shares = d.get(key.replace("_price", "_shares"), "")
+                        action = d.get(key.replace("_price", "_action"), "")
+                        if batch_shares:
+                            extra = f" {action}{batch_shares}股" if action else f" {batch_shares}股"
+                    elif key in ("take_profit_zone",):
+                        act = d.get("take_profit_action", "")
+                        if act:
+                            extra = f"（{act}）"
+                    branch_sfx = _branch_alert_suffix(code, price, d.get('shares',0), d.get('cost',0))
+                    outputs.append(f"⚡ {name}({code}) {price} → 进入{label}{lo}~{hi}{extra}{branch_sfx}")
+                    record_event(code, name, "entry_zone", price, f"{lo}~{hi}", label)
+                state[code][key] = True
+                state_updated = True
+
+            elif not in_zone and prev_in_zone == True:
+                if key != "stop_loss":
+                    outputs.append(f"📌 {name}({code}) {price} → 离开{label}{lo}~{hi}")
+                state[code][key] = False
+                state_updated = True
+
+    # === 第三步：买入区偏离检测 + 自动重评 ===
+    reassesed_codes = []
+    for d in active:
+        code = d["code"]
+        name = d.get("name", code)
+        price_info = prices.get(code)
+        if not price_info:
+            continue
+        price, _, _ = price_info
+        if price == 0:
+            continue
+
+        # 从 decisions.json 中读取 analysis 的买入区
+        entry_low = d.get("entry_low", 0)
+        entry_high = d.get("entry_high", 0)
+        if not entry_low or not entry_high:
+            continue
+
+        in_buy_zone = entry_low <= price <= entry_high
+        prev_in_buy_zone = state.get(code, {}).get("__buy_zone", None)
+
+        # 状态变化时才触发：True→False离区 或 False→True进区
+        # [2026-07-01 fix] prev_in_buy_zone is None（新加自选首次检测）
+        # 也要触发——否则新自选全程不走重评，timing_signal卡在初始值
+        if in_buy_zone and (prev_in_buy_zone == False or prev_in_buy_zone is None):
+            # 进入买入区 → 触发技术面重评，更新止损/止盈/信号
+            outputs.append(f"🔄 {name}({code}) {price} → 重新进入买入区{entry_low}~{entry_high}，触发技术面重评")
+            do_reassess = True
+        elif not in_buy_zone and prev_in_buy_zone == True:
+            # 离开买入区 → 立即重评，更新止损/止盈/区间
+            outputs.append(f"🔄 {name}({code}) {price} → 离开买入区{entry_low}~{entry_high}，立即技术面重评")
+            do_reassess = True
+        else:
+            do_reassess = False
+
+        if do_reassess and HAS_REASSESS:
+            try:
+                cost = d.get("cost", 0) or 0
+                shares = d.get("shares", 0) or 0
+                profit_pct = (price - cost) / cost * 100 if cost else 0
+                is_deep_loss = profit_pct < -20
+                sentiment = "neutral"
+                if d.get("tech_snapshot"):
+                    if "bearish" in d["tech_snapshot"]:
+                        sentiment = "bearish"
+                    elif "bullish" in d["tech_snapshot"]:
+                        sentiment = "bullish"
+
+                # 调用技术面驱动重评（非机械百分比）
+                result = reassess_strategy(
+                    code, name, price, cost, shares,
+                    current_action=d.get("action", ""),
+                    volume_signal="中性", sentiment=sentiment,
+                )
+                outputs.append(f"  📊 新策略: 损{result['stop_loss']} 盈{result['take_profit']} 区{result['entry_low']}~{result['entry_high']} RR={result['rr_ratio']}")
+                reassesed_codes.append(code)
+            except Exception as e:
+                outputs.append(f"  ⚠️ 重评失败: {e}")
+
+        # 更新买入区状态
+        if "__buy_zone" not in state.get(code, {}):
+            if code not in state:
+                state[code] = {}
+        state[code]["__buy_zone"] = in_buy_zone
+        state_updated = True
+
+    # 如果有重评过的股票，更新 decisions.json
+    if reassesed_codes and HAS_REASSESS:
+        try:
+            # 重新 regenerate_all 只针对受影响的股票效率太低
+            # 直接全量重评（regenerate_all 内部会批量拉价格、做技术分析）
+            from strategy_lifecycle import regenerate_all
+            r = regenerate_all(stdout=False)
+            outputs.append(f"  ✅ 策略已全量重评: {r.get('ok',0)}/{r.get('total',0)}成功")
+            outputs.append(f"  📌 触发股票: {', '.join(reassesed_codes)}")
+        except Exception as e:
+            outputs.append(f"  ⚠️ 全量重评失败: {e}")
+
+    # === 3.5 资金流异常检测（2026-06-27 新增）===
+    try:
+        cf = json.load(open("/home/hmo/web-dashboard/data/capital_flow_cache.json"))
+        # 检查所有 active decision 中的资金流异常
+        for d in active:
+            code = d["code"]
+            stock_cf = cf.get("stocks", {}).get(code, {})
+            analysis = stock_cf.get("analysis", {})
+            alerts = analysis.get("alerts", [])
+            if alerts:
+                name = d.get("name", code)
+                for a in alerts:
+                    outputs.append(f"  💰 {name}({code}) {a}")
+    except Exception:
+        pass
+
+    # === 第四步：情景变化检测 + 输出 → 直接推XMPP ===
+    now_str = datetime.now().strftime("%H:%M:%S")
+    elapsed = time.time() - start
+
+    # 情景变化检测（跨轮对比）
+    if HAS_TREE and _SCENARIO_CACHE.get('id'):
+        prev_scenario = state.get('_system', {}).get('last_scenario', '')
+        curr_scenario = _SCENARIO_CACHE['id']
+        if prev_scenario and curr_scenario != prev_scenario:
+            combo = _SCENARIO_CACHE.get('combo_action', '')
+            outputs.insert(0, f"🌀 情景切换: {prev_scenario}→{curr_scenario} | {combo}")
+            if outputs:
+                state.setdefault('_system', {})['last_scenario'] = curr_scenario
+                state_updated = True
+        elif not prev_scenario:
+            state.setdefault('_system', {})['last_scenario'] = curr_scenario
+            state_updated = True
+
+    if outputs:
+        # 简短一行一个触发
+        for o in outputs:
+            print(o)
+        # 推送XMPP（只推关键事件：止损跌破+情景切换+资金流异动，不推买入区进出/重评等操作细节）
+        critical = [o for o in outputs if o.startswith(("⚠️", "🌀", "💰"))]
+        if critical:
+            try:
+                body = "\n".join([f"{now_str}"] + critical)
+                payload = json.dumps({
+                    "to": "hmo@yoin.fun", "body": body, "type": "chat",
+                }).encode("utf-8")
+                req = urllib.request.Request(
+                    "http://127.0.0.1:5805/", data=payload,
+                    headers={"Content-Type": "application/json"},
+                )
+                urllib.request.urlopen(req, timeout=5)
+            except Exception:
+                pass
+    # else: SILENT — 无触发，无输出，不推
+
+    if state_updated:
+        save_state(state)
+
+
+def main():
+    """每cron触发跑一轮"""
+    run_once()
+
+
+if __name__ == "__main__":
+    main()