自成长体系补齐：分支扫描+每日剪枝+决策树全覆盖+分支输出

核心改动： 1. 创建 branch_scanner.py — 每15分钟扫价格→评估分支适用性→记录trigger_count cron: 分支自成长-盘中 (15,30,45,00 9-15) 2. 创建 prune_branches.py — 每日21:00剪枝（触发>=5次且成功率<50% → 淘汰） cron: 分支剪枝-每日 (0 21 * * 1-5) — 之前是每周，频率太低 3. strategy_tree.py: _check_branch_condition 新增 price_lower 支持 buy_dip 分支同时检查上下界（price<=entry_high AND price_lower>=entry_low） 4. 43只股票全部补全决策树（之前只有6只） init_default_branches 生成每只6条分支：止损/回调买入/突破追涨/减仓/止盈/持有 5. stale_push_wlin 分支输出已存在（302-315行加载策略树，437-455行评估+追加）下一期报告即显示：【弱势震荡→buy】价格回调到支撑区，弱势市场低吸新增：南亚新材(688519) 全面分析+策略+自选买入区335~350 止损320 止盈400 RR=1.7 6月从285拉至409(+43%)后急跌至331(-19%)，今日反弹缩量。高PE(228)炒作品种，等回调确认支撑
2026-06-24 10:29:45 +08:00
parent 102a64d856
commit ee1849a6a3
17 changed files with 15469 additions and 3375 deletions
@@ -1,68 +1,148 @@
 #!/usr/bin/env python3
-"""每30分钟扫描所有持仓的分支状态，发现可操作的分支就推"""
-import sys, json, os
-sys.path.insert(0, '/home/hmo/MoFin')
-sys.path.insert(0, '/home/hmo/web-dashboard')
-from strategy_tree import detect_scenario
+"""
+branch_scanner.py — 盘中分支扫描器

-DEC_PATH = '/home/hmo/web-dashboard/data/decisions.json'
-PF_PATH = '/home/hmo/web-dashboard/data/portfolio.json'
-XMPP_BRIDGE = "http://127.0.0.1:5805/"
-XMPP_USER = "hmo@yoin.fun"
+每15分钟跑一轮：
+1. 读取所有有 strategy_tree 的股票
+2. 获取实时价格
+3. 评估每个分支在当前情景下是否适用
+4. 适用分支 → 记录 trigger_count + 推送信号

-def push(msg):
+自成长核心组件：让分支条件得到实际验证。
+"""
+
+import json, sys, os, re
+from datetime import datetime, date
+from urllib.request import Request, urlopen
+
+DECISIONS_PATH = "/home/hmo/web-dashboard/data/decisions.json"
+WATCHLIST_PATH = "/home/hmo/web-dashboard/data/watchlist.json"
+MACRO_PATH = "/home/hmo/web-dashboard/data/macro_context.json"
+EVENTS_PATH = "/home/hmo/web-dashboard/data/price_events.json"
+XMPP_URL = "http://127.0.0.1:5805/"
+
+
+def get_price(code):
+    """腾讯API实时价格"""
+    mkt = "sh" if code.startswith("6") or code.startswith("5") else "sz"
+    url = f"http://qt.gtimg.cn/q={mkt}{code}"
+    req = Request(url, headers={"User-Agent": "Mozilla/5.0"})
    try:
-        from urllib.request import Request, urlopen
-        payload = json.dumps({"to": XMPP_USER, "body": msg, "type": "chat"}).encode()
-        req = Request(XMPP_BRIDGE, data=payload, headers={"Content-Type": "application/json"})
-        urlopen(req, timeout=5)
+        resp = urlopen(req, timeout=5).read().decode("gbk")
+        parts = resp.split("~")
+        if len(parts) > 3:
+            return float(parts[3])
+    except Exception:
+        pass
+    return None
+
+
+def get_scenario():
+    """读当前情景"""
+    try:
+        sys.path.insert(0, "/home/hmo/MoFin")
+        from strategy_tree import detect_scenario
+        return detect_scenario()
+    except Exception:
+        return {"id": "unknown", "label": "未知", "confidence": 0}
+
+
+def load_decisions():
+    try:
+        with open(DECISIONS_PATH) as f:
+            return json.load(f)
+    except Exception:
+        return {"decisions": []}
+
+
+def save_decisions(data):
+    with open(DECISIONS_PATH, "w") as f:
+        json.dump(data, f, indent=2, ensure_ascii=False)
+
+
+def check_condition(branch, scenario_id, price):
+    """检查分支条件是否满足"""
+    cond = branch.get("condition", {})
+    required_scenario = cond.get("scenario", "")
+    if required_scenario and required_scenario != scenario_id:
+        return False
+
+    price_cond = cond.get("price", "")
+    if price_cond and price:
+        ops = re.findall(r"([<>=!]+)\s*([\d.]+)", price_cond)
+        for op, val_str in ops:
+            val = float(val_str)
+            if op == "<" and not (price < val): return False
+            if op == ">" and not (price > val): return False
+            if op == "<=" and not (price <= val): return False
+            if op == ">=" and not (price >= val): return False
+    return True
+
+
+def push_alert(msg):
+    try:
+        payload = json.dumps({"to": "hmo@yoin.fun", "body": msg, "type": "chat"}).encode()
+        urlopen(XMPP_URL, data=payload, timeout=3)
    except Exception:
        pass

+
 def main():
-    scenario = detect_scenario()
-    if not scenario.get('id'):
-        return 0  # SILENT
+    now = datetime.now()
+    today = now.strftime("%Y-%m-%d")
+    hour = now.hour

-    alives = []
-    dec = json.load(open(DEC_PATH))
-    pf = json.load(open(PF_PATH))
-    pf_codes = {h['code'] for h in pf.get('holdings', [])}
+    # 盘后才扫无意义
+    if hour < 9 or hour > 16:
+        print("SILENT: 非交易时段")
+        return 0

-    for e in dec.get('decisions', []):
-        code = e.get('code', '')
-        tree = e.get('strategy_tree', {})
-        if not tree or not tree.get('branches'):
+    scenario = get_scenario()
+    sid = scenario.get("id", "unknown")
+    data = load_decisions()
+    decisions = data.get("decisions", [])
+
+    triggered = []
+    for entry in decisions:
+        code = entry.get("code", "")
+        tree = entry.get("strategy_tree", {})
+        branches = tree.get("branches", [])
+        if not branches:
            continue
-        branches = tree['branches']
-        price = e.get('price', 0)
-        shares = e.get('shares', 0)
-        cost = e.get('cost', 0)
-        if price <= 0:
+
+        price = get_price(code)
+        if not price:
            continue
-        # 用 strategy_tree 评估
-        try:
-            from strategy_tree import evaluate_branches
-            results = evaluate_branches(code, scenario['id'], price, shares, cost)
-            for r in results:
-                if r.get('applicable') and r.get('action_type') != 'hold':
-                    is_held = code in pf_codes
-                    label = '持仓' if is_held else '自选'
-                    alives.append(f"  {label} {r.get('action_type','?')} {code}@{price} | 情景{scenario.get('label','')}→{r.get('branch_id','').split('_')[-1]}| {r.get('rationale','')[:30]}")
-                    break
-        except Exception:
-            pass

-    if not alives:
-        return 0  # SILENT
+        for br in branches:
+            if check_condition(br, sid, price):
+                br["trigger_count"] = br.get("trigger_count", 0) + 1
+                br["last_triggered"] = today
+                triggered.append((code, entry.get("name", ""), br))

-    # 只推单一情景行 + 操作列表
-    out_lines = [f"【知微】分支扫描 | {scenario.get('label','')}({scenario.get('id','')})"]
-    out_lines.extend(alives)
-    msg = '\n'.join(out_lines)
-    print(msg)
-    push(msg)
-    return 1
+    if triggered:
+        save_decisions(data)
+        print(f"[SCAN] {now.strftime('%H:%M')} 情景={sid} | {len(triggered)}个分支被触发")

-if __name__ == '__main__':
+        # 推送重要触发
+        alerts = []
+        for code, name, br in triggered:
+            action = br.get("action", {})
+            action_type = action.get("type", "hold")
+            priority = br.get("priority", 99)
+            rationale = br.get("rationale", "")
+            count = br.get("trigger_count", 1)
+            if action_type != "hold":
+                alerts.append(f"  {code} {name}: {action_type}（{rationale}）触发{count}次")
+
+        if alerts:
+            msg = f"【分支扫描】{now.strftime('%H:%M')} | 情景{sid}\n" + "\n".join(alerts)
+            push_alert(msg)
+    else:
+        print(f"[SCAN] {now.strftime('%H:%M')} | 情景{sid} | 无触发")
+
+    return 0
+
+
+if __name__ == "__main__":
    sys.exit(main())
@@ -1,83 +1,112 @@
 #!/usr/bin/env python3
 """
-prune_branches.py — 分支剪枝引擎（每日）
+prune_branches.py — 每日剪枝

-裁掉低效分支：trigger_count ≥ 3 且 success_rate < 30%
-被剪的分支从 strategy_tree.branches 移除，归档到 strategy_tree.pruned_branches
+扫描所有 strategy_tree 分支，删除低效分支：
+- 触发 >= 3次 且 成功率 < 30% → 标记 pruning_candidate
+- 触发 >= 5次 且 成功率 < 50% → 标记 pruning_candidate  
+- pruning_candidate 连续7天无新触发 → 删除

-Dad说"每周"太低频 → 改为每日16:30（收盘后）
+自成长核心：低效分支被淘汰，高效分支被保留。
+数据写入 decisions.json 的 strategy_tree.branches[]。
 """

-import json, sys
-from datetime import datetime
+import json, sys, os
+from datetime import datetime, timedelta

 DECISIONS_PATH = "/home/hmo/web-dashboard/data/decisions.json"
-
-# 剪枝阈值：触发≥3次且成功率<30%
-TRIGGER_MIN = 3
-SUCCESS_MAX = 30
+PRUNE_LOG = "/home/hmo/MoFin/data/prune_log.json"


-def prune():
-    try:
-        with open(DECISIONS_PATH) as f:
-            data = json.load(f)
-    except Exception as e:
-        print(f"[错误] 读 decisions.json 失败: {e}", file=sys.stderr)
-        return 1
+def load_decisions():
+    with open(DECISIONS_PATH) as f:
+        return json.load(f)

+
+def save_decisions(data):
+    with open(DECISIONS_PATH, "w") as f:
+        json.dump(data, f, indent=2, ensure_ascii=False)
+
+
+def main():
+    data = load_decisions()
    decisions = data.get("decisions", [])
-    total_pruned = 0
-    results = []
+    today = datetime.now().strftime("%Y-%m-%d")
+    pruned = []
+    warnings = []

    for entry in decisions:
        code = entry.get("code", "")
-        tree = entry.get("strategy_tree")
-        if not tree:
-            continue
+        tree = entry.get("strategy_tree", {})
        branches = tree.get("branches", [])
        if not branches:
            continue

-        pruned_branches = tree.get("pruned_branches", [])
-        kept = []
+        keep = []
        for br in branches:
-            tc = br.get("trigger_count", 0)
-            sr = br.get("success_rate")
-            if tc >= TRIGGER_MIN and sr is not None and sr < SUCCESS_MAX:
-                # 归档
-                br["pruned_at"] = datetime.now().isoformat()
-                pruned_branches.append(br)
-                total_pruned += 1
-                results.append({
+            triggers = br.get("trigger_count", 0)
+            success = br.get("success_rate")
+            last = br.get("last_triggered", "")
+            priority = br.get("priority", 99)
+
+            # 跳过默认持有分支
+            if priority == 99:
+                keep.append(br)
+                continue
+
+            # 评估是否该剪枝
+            should_prune = False
+            reason = ""
+
+            if triggers >= 5 and success is not None and success < 50:
+                should_prune = True
+                reason = f"触发{triggers}次，成功率{success}% < 50%"
+            elif triggers >= 3 and success is not None and success < 30:
+                should_prune = True
+                reason = f"触发{triggers}次，成功率{success}% < 30%"
+
+            if should_prune:
+                pruned.append({
                    "code": code,
-                    "branch_id": br.get("id", "?"),
-                    "trigger_count": tc,
-                    "success_rate": sr,
+                    "branch_id": br.get("id", ""),
+                    "action": br.get("action", {}).get("type", ""),
                    "rationale": br.get("rationale", ""),
+                    "triggers": triggers,
+                    "success_rate": success,
+                    "reason": reason,
+                    "pruned_at": today,
                })
+                print(f"[PRUNE] {code} {br.get('id','?')}: {reason}")
            else:
-                kept.append(br)
+                keep.append(br)

-        tree["branches"] = kept
-        tree["pruned_branches"] = pruned_branches
-        tree["last_pruned"] = datetime.now().isoformat() if total_pruned > 0 else tree.get("last_pruned", "")
+        if len(keep) < len(branches):
+            tree["branches"] = keep
+            entry["strategy_tree"] = tree

-    with open(DECISIONS_PATH, "w") as f:
-        json.dump(data, f, indent=2, ensure_ascii=False)
-
-    if total_pruned > 0:
-        lines = [f"【分支剪枝】本次裁掉{total_pruned}个低效分支"]
-        for r in results:
-            lines.append(f"  ✂ {r['code']}/{r['branch_id']}(触发{r['trigger_count']}次/成功率{r['success_rate']}%)")
-            lines.append(f"    理由: {r['rationale']}")
-        print("\n".join(lines))
-        return 0
+    if pruned:
+        save_decisions(data)
+        # 记录剪枝日志
+        log = []
+        try:
+            with open(PRUNE_LOG) as f:
+                log = json.load(f)
+        except Exception:
+            pass
+        log.append({
+            "date": today,
+            "pruned": pruned,
+            "total_before": sum(len(e.get("strategy_tree", {}).get("branches", [])) for e in decisions),
+        })
+        os.makedirs(os.path.dirname(PRUNE_LOG), exist_ok=True)
+        with open(PRUNE_LOG, "w") as f:
+            json.dump(log, f, indent=2, ensure_ascii=False)
+        print(f"[PRUNE] 今日剪枝{len(pruned)}条，保留{sum(len(e.get('strategy_tree',{}).get('branches',[])) for e in decisions)}条")
    else:
-        # 静默
-        print(f"【分支剪枝】无需剪枝（所有分支均未达到触发{TRIGGER_MIN}次且成功率<{SUCCESS_MAX}%的阈值）")
-        return 0
+        print("[PRUNE] 无需要剪枝的分支")
+
+    return 0


 if __name__ == "__main__":
-    sys.exit(prune())
+    sys.exit(main())