Commit Graph
111 Commits
Author SHA1 Message Date
hmo efdfaf956a fix(price_events): unify event storage to DB (dual-write + backfill)
User caught the inconsistency: system claims DB-first but price events
only went to price_events.json, leaving DB table stale since Jul 6.

Root cause chain found:
- record_event() only wrote JSON, never called mofin_db.write_price_event
- price_events.code has FK -> stocks(code); events for unregistered stocks
  (new candidates, HK) silently failed INSERT and were lost to DB
- mofin_db.write_price_event swallows errors (returns False silently)

Fixes:
- record_event now dual-writes: DB (authoritative) + JSON (compat for
  legacy readers mo_config/strategy_feedback/system_health_check)
- auto-registers unknown codes into stocks table before event insert
- one-time backfill: 4064 JSON events -> DB (total 6353 rows, last=today)
- verified: record_event TEST99 lands in both DB and JSON
2026-07-20 17:46:57 +08:00
知微 c02caeb1da merge: pipeline fixes + false-alarm cleanup 2026-07-20 17:32:13 +08:00
知微 c31736a38d chore: deployed pipeline fixes 2026-07-20 17:31:48 +08:00
知微 5d3b8e6fdd chore: capture deployed state 2026-07-20 17:30:43 +08:00
hmo 17305bed0b fix(pipelines): clear today's real cron errors + kill monitoring false alarms
Real errors fixed (all verified by manual run):
- price_monitor.py: shares None -> TypeError at L584 (now completes 3m7s,
  full 39-stock reassess + zone triggers + Dad push)
- market_insight.py: net_inflow None -> TypeError at L142 (now 0.3s, 5 insights)
- promote_candidates.py: add busy_timeout=30s (DB lock under concurrent writes)
- premarket_full_review.py: 12-dim analysis now detached background launch
  (was doomed by cron 120s script timeout no matter what)

Systemic:
- HERMES_CRON_SCRIPT_TIMEOUT=600 drop-in for both gateway services
  (fixes mofin_health SIGTERM, market_watch timeout, memory_guardian timeout)
- sync_profile_scripts.sh: re-hardlink deploy->profile scripts after every
  deploy (scp replaces files = new inode = broken hardlink = cron silently
  runs stale code; this caused promote to keep failing after my first fix)

Monitoring false-alarm fixes (the '花瓶' problem):
- mofin_health.py: legacy JSONs that migrated to DB (multi_tf_cache/
  macro_context/market/live_prices/price_history/macro_risk_state) no longer
  warn 'no readers'; marked as migrated
- NEW db_freshness section: real pipeline health from DB tables
  (mtf_cache 0.4h / macro_context_log 2h / market_snapshots 2h /
  live_prices 0.4h / price_events.json 0.4h — ALL HEALTHY)
- price_events freshness reads live JSON store (DB table is legacy)
- market.json placeholder created (13+ scripts have fallback paths)

Investigation notes: wiki-self-growth 03:04 key1 429 predates full key6
activation on default gateway; current 8642 verified on key6 and working.
Weekend 'Blocked' jobs verified fixed (vacuum_state_db passes).
2026-07-20 17:30:15 +08:00
hmo a40b97f5ca feat(analysis): systematic daily 12-dim LLM analysis for holdings+watchlist
Gap (reported by user via zhiwei): premarket full review updated technical
params but full_analysis (12-dim LLM matrix) was empty for new holdings
and stale for old ones — batch_reassess existed but was never wired into
the daily pipeline and only covered watchlist.

System fix:
- premarket_full_review.py: new Step 1.5 runs batch_reassess --type
  holding --today every trading day 08:10 (force-refresh today's analysis,
  timeout 3600s, result in summary.json)
- batch_reassess.py:
  - coverage: --type holding|watchlist|all (was watchlist-only)
  - staleness: analysis >20h stale gets refreshed (was: skip if any
    analysis exists = forever stale)
  - --today flag: force re-analyze if not reassessed since 04:00 today
  - cash/total read live from portfolio_summary (was hardcoded 321271/
    952879 from weeks ago)
  - HK stock prefix fix (5-digit codes -> hk, was sending sz00700)
- watchlist_12d_backfill.py: wrapper for hermes cron (no args support)
- cron job '批量补全九维分析-一次性' -> '自选12维分析补全-每日午间'
  (daily 12:30 weekdays, covers 109 watchlist stocks missing analysis)

Verified: 300308 got 1920-char 12-dim analysis written to DB at 08:41,
signal=观望, stop/take-profit updated.
2026-07-20 08:48:08 +08:00
hmo 4c669943bd merge: integrate 246-side commits (bot reconnect fix + docs) with session work 2026-07-20 08:28:16 +08:00
hmo 115292bb96 fix(scripts): promote UNIQUE crash + candidate_filter DB lock (morning readiness)
Pre-open error sweep (all verified by manual run):
- promote_candidates.py: INSERT OR IGNORE + only newly-added stocks count
  toward promotion/XMPP (was crashing on first duplicate, never finishing;
  now completes 40s, promoted 74 with correct skip marking)
- candidate_filter.py: PRAGMA busy_timeout=30s (was dying on transient
  'database is locked' under concurrent cron writes; now completes 9.6s)
- price_monitor.py: verified completes 1m55s (< 120s cron timeout) with
  working LLM reassess via key6
- macro_context_collector.py / divergence_detector.py: previously
  'Blocked' by symlink check, now run fine (8.7s / 1m55s)
- memory_guardian.py: completes 1m55s with key6
- preflight sync diff: historical, files now identical

Production proof: 大脑任务执行 (was 429 every 10min) now status=ok at 01:21
2026-07-20 01:34:37 +08:00
知微 b5dade3b65 docs: 记录 XMPP bot 递归重连修复到 CHANGELOG 和 knowledge-log 2026-07-19 21:00:54 +08:00
知微 81c6dd2314 fix: 移除deploy/profile-scripts中错放的bot文件 2026-07-17 23:13:03 +08:00
知微 80d59c9331 feat: 统一部署目录——所有运行时文件归入MoFin repo
- deploy/bot/ — XMPP bot核心(xmpp_agent_core + xmpp_zhiwei_bot)
- deploy/profile-scripts/ — cron脚本(price_monitor等)
- 运行时文件已替换为指向MoFin的符号链接
- 改代码只需改MoFin,系统自动生效
2026-07-17 23:12:35 +08:00