 hmo
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6abc2e45b0
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refactor: phase 0-2 MoFin architecture reform — single source of truth
Phase 0 (止血):
- mo_models.py: unified calc_total_assets(), is_hk_stock(), get_hk_rate() — single source of truth
- Fixed 3 files missing frozen_cash: holdings_reconciliation, server, import_holding_xls
- Fixed stale_push_wlin: unified is_hk_stock detection, removed hardcoded 0.866
- Fixed price_monitor: consolidated 2 duplicate total_assets blocks into mo_models calls
- Fixed stock_scorer: replaced broken len()<=5 is_hk_stock heuristic
- Fixed strategy_lifecycle: replaced non-existent currency_utils import with mo_models
Phase 1 (DSA adapter):
- mo_provider.py: wraps DSA DataFetcherManager (16 fetchers, auto-fallback)
- TDX relay as primary, DSA as backup for realtime/kline/news/fundamentals
Phase 2 (Integration):
- mo_bridge.py: injects DSA market review + news context into MoFin analysis prompts
- Graceful degradation if DSA not installed
Infrastructure:
- mo_config.py: centralized Config singleton replacing scattered hardcoded paths
- All 11 changed files pass python compile check
Impact: total_assets now computed in ONE place (mo_models).
is_hk_stock now ONE implementation (no more false negatives).
HK rate now ONE source (hk_rate API → cache → 0.87 fallback).
No more hardcoded 0.866/0.8664/0.8700 divergence.
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2026-06-29 23:25:54 +08:00 |
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 知微
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9a984dd4dc
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6维评分通用模块 + 港股通T+2延迟标注
1. stock_scorer.py — 共享的6维评分模块
- score_future_outlook(code, data) → (score, reasons)
- rank_by_outlook(holdings, data) → 排序列表
- settlement_delay_note(sell_code, buy_code) → 结算延迟说明
- is_hk_stock(code) → 判断港股通标的
2. stale_push_wlin.py 改用共享模块（去掉本地函数定义）
3. 换仓评估增加港股通结算延迟检测：
- 卖港股→买A股时标注⚠️T+2到账限制
- 本次推荐（招商银行+A股→海博思创）无需标注，全是A股
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2026-06-24 11:59:55 +08:00 |
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