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Author SHA1 Message Date
知微 c36479f481 第4条CRITICAL红线：GATE_9D_ANALYSIS 
质量门禁新增9维交叉验证检查：
- sector_context不空且非neutral
- signal_factors≥1个因子 或 tech_snapshot含技术位
不通过→标记review_needed不写入DB
防止模塑科技式空壳策略（无止盈/无行业上下文/无分析过程）
 2026-07-02 13:50:53 +08:00
知微 7c0e85af28 硬性策略质量门禁 validate_strategy() 
新增 STRATEGY_QUALITY_GATES 检查清单（9条红线）：
CRITICAL: 止损/止盈存在+>0, 买入区下沿<上沿
HIGH: 止损≤买入区, 买入推荐含RR≥1.5, 港股标currency=HKD
MEDIUM: signal短词, tech_snapshot含技术位

enforce_strategy_quality() 插在写入链的两处：
1. reassess_with_context() return前 → 单只重评必过
2. regenerate_all() for d in decisions: 写DB前 → 批量重评必过

不过的：status=review_needed, signal降级→信号不充分
不会写进DB/JSON，除非修复了CRITICAL问题
 2026-07-02 13:46:53 +08:00
知微 04b8a6d4bc mo_data: +write_cash_log 函数 
cash_log表已存在，新增写入函数便于截图/交易变更时记录现金流水。
用于process_trade.py、手动改cash时调用，保证现金变更可追溯。

知识萃取-盘后 cron 已暂停（莫荷接手知识库报告）
 2026-07-02 01:43:33 +08:00
知微 29d0eb96cc feat: 筹码因子情景权重+共振检测修复 
- detect_scenario()判定市况→动态调整筹码因子权重
  震荡市(0.9) > 轮动市(0.6) > 上涨(0.4) > 急跌(0.2)
- 共振检测: 筹码支撑 vs 枢轴弱支撑（同为最近支撑位）
- 权重低时筹码即使一致也标记不可靠
- 止损/止盈仍以枢轴为主，筹码提供中线参考
 2026-07-02 01:05:29 +08:00
知微 69c6c5633a feat: 筹码S/R集成到reassess_strategy 
- calc_chip_sr(): 从筹码分布计算支撑/阻力
- reassess_strategy新增筹码S/R输出+共振检测
- 止损用枢轴(短期)，目标参考筹码(中线)
- 两者差距<3%时标记共振⚡
 2026-07-02 00:57:54 +08:00
知微 7f8b27df3b feat: 筹码因子模块 + 分钟K线 + 历史数据回填 
scripts/chip_factors.py:
- _build_chip_distribution(): 从60日日线OHLCV估算筹码分布
- calc_all(): 计算三大筹码因子(穿透率/当日穿透率/乖离率)
- batch_calc(): 批量计算全部持仓+自选
- chip_cache/: 缓存每日筹码状态(支持因子滚动计算)

mo_provider.py:
- get_minute_kline(): 1分钟K线获取(1s限流, 单次最多240条)

首次运行结果: 33只股票完成筹码分布计算
最高亏损筹码占比: 万科99.5% 神华98.6% 比亚迪股份98.7%
最低亏损筹码占比: 建滔4.0% 药明康德2.1%
 2026-07-02 00:36:35 +08:00
知微 c1cdec6edc feat: 分钟级K线 get_minute_kline() + 1s限流保护 2026-07-02 00:22:42 +08:00
知微 c91a2b47e4 docs: CHANGELOG — mo_data + cash_log 2026-07-01 23:48:11 +08:00
知微 6305204c7a feat: mo_data.py unified read layer (DB-first, JSON fallback) + cash_log table + batch JSON→DB migration (16 files) 2026-07-01 23:45:30 +08:00
知微 864d924012 docs: CHANGELOG 2026-07-01 — DB migration + single price source + health check 2026-07-01 23:28:29 +08:00
知微 6918dffd10 fix: restore 0.1s sleep between Eastmoney HK requests (anti-scraping) 2026-07-01 23:21:40 +08:00
知微 0faa58d211 perf: remove 0.2s sleep between Eastmoney HK requests (9 stocks < 1s, batch not supported by API) 2026-07-01 23:15:39 +08:00
知微 671fe4ecc2 feat: price_monitor cron entry + health check script (DB freshness monitoring) 2026-07-01 23:07:24 +08:00
知微 ec285669c4 fix: deploy scripts/ files properly (correct directory) 2026-07-01 23:00:28 +08:00
知微 b2822cec15 feat: all remaining Tencent API price fetchers now DB-first (8 files) 2026-07-01 22:59:17 +08:00
知微 0aef122b69 feat: mofin_db get_price_from_db/get_prices_batch helpers + strategy_evaluator DB-first 2026-07-01 22:56:24 +08:00
知微 8ed755bff9 feat: strategy_lifecycle + stale_detector + server — DB-first price reads, Tencent API as fallback only 2026-07-01 22:48:48 +08:00
知微 849495c4ba fix: remove stale_push_wlin hardcoded 0.87 fallback — imports mo_models directly, no shadow functions 2026-07-01 22:39:20 +08:00
知微 f50b93d427 feat: eliminate duplicate price fetches — stale_push_wlin + per_stock_reassess now read from DB instead of self-pulling Tencent API 2026-07-01 22:32:30 +08:00
知微 82024a6d7f 给笑笑的接手说明 — refactor-for-xiaoxiao.md 2026-07-01 22:05:01 +08:00
知微 e8653acd37 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)
 2026-07-01 00:02:56 +08:00
知微 00b0e643d1 feat: holdings_reconciliation + process_trade + import_holding_xls → DB writes 2026-06-30 23:56:51 +08:00
知微 e3bf196a59 fix: ALTER TABLE migrations must run before CREATE TABLE + currency validation in write_holdings_batch 2026-06-30 23:53:57 +08:00
知微 1c2344d217 feat: strategy_lifecycle regenerate_all now writes to DB (holdings+strategies+watchlist) 2026-06-30 23:47:59 +08:00
知微 dc68739ac4 feat: DB migration — enforce currency constraints on holdings/strategies/watchlist/summary tables + price_monitor DB writes 2026-06-30 23:46:08 +08:00
知微 236e67fa71 fix: NEAR_SL false alarm — add cost check, relabel as PROFIT_PROTECT when floating profit >5% 2026-06-30 23:33:37 +08:00
知微 0a6c659e45 sync: system_audit.py cache审计(笑笑) 2026-06-30 23:12:53 +08:00
知微 28c001684e 币种标记标准化 + data-pipeline诊断文档 
stale_detector: HK股价格输出加(HKD)标记，防止LLM混读CNY/HKD
per_stock_reassess: 写回decisions.json的HK股加上currency: HKD
docs/data-pipeline-diagnosis.md: 完整数据管道重构需求文档

避免建滔积层板CNY/HKD错配类问题复发
 2026-06-30 11:13:45 +08:00
知微 28afb14769 建滔价格错误修复 + 币种标记标准化 
per_stock_reassess.py: 写入HK股时加currency: HKD标记
防止报告脚本混读CNY vs HKD导致止损判断错位
 2026-06-30 11:11:22 +08:00
知微 8e738404d4 fix: 全线港股前缀修复 + 币种统一 
per_stock_reassess.py:
  - 港股5位代码前缀优先（0开头不匹配sz）
  - 删除CNY转换，存Tencent原始HKD值
stale_push_wlin.py fetch_trend_data:
  - 港股5位代码前缀优先
strategy_review.py (x2):
  - 港股5位代码前缀优先
验证：
  建滔 price=97.2 HKD SL=94.62 HKD ✓
  腾讯 price=421.2 HKD SL=409.73 HKD ✓
  中芯H price=88.8 HKD SL=84.8 HKD ✓
  A股不受影响 ✓
 2026-06-30 10:38:18 +08:00
知微 e1057bc747 docs: 数据管道诊断报告（交笑笑重构参考） 
涵盖：系统数据架构总图、港股币种不统一问题、
总资产计算路径问题、现金管理缺失问题、
建议重构方向（单一日志数据源、统一价格写入路径、
现金 changelog 系统、币种感知比较）、
当前文件清单和 TODO
 2026-06-30 09:34:59 +08:00
知微 6cbc433c20 fix: 莫荷审计三个问题修复 
1. macro_context_collector DB路径修复(__file__相对路径→绝对路径)
2. system_audit双cron移除no_agent版(保留LLM版,17:30单次)
3. deliver=origin问题已记录，属架构层需统一改deliver=local+中转
 2026-06-30 03:20:47 +08:00
知微 fb74c8bbb5 fix: capital_flow_collector+per_stock_reassess归位 2026-06-30 03:12:59 +08:00
知微 12025d58a0 docs: 更新交接文档（含笑笑架构改革） 2026-06-30 03:04:26 +08:00
知微 04c98c23e1 docs: session交接文档 2026-06-30 03:02:29 +08:00
知微 6915fd9cbf fix: 添加venv到gitignore+移除跟踪 2026-06-30 02:57:11 +08:00
知微 fa45d8aa5f fix: 小果地址统一node122(兼容LAN+EasyTier) 
- health_checklist.json: 192.168.1.122→node122
- ocr_client.py: docstring IP→node122
- docs/market-data-requirements.md: IP→node122
- 所有API调用通过ProxyHandler({})绕过系统代理
  Privoxy对node122:18003返回500，直连正常
 2026-06-30 02:56:35 +08:00
知微 8f0ee37aa4 sync: 游离代码归位+node122地址 
- stale_push_wlin.py/stock_scorer.py/xiaoguo_signal_consumer.py →
  同步MoFin(含mo_models更新)到profile
- xiaoguo_scanner.py → 从profile收入MoFin(游离归位)
- 小果地址从硬编码192.168.1.122改为node122(兼容内外网自动切换)
 2026-06-30 02:48:27 +08:00
hmo bfeb3cdfb1 docs: DSA Web + AlphaSift + 选股链路修复 + 小果EasyTier 2026-06-30 02:35:40 +08:00
hmo d4cfc5c931 fix: market_screener call_xiaoguo direct to node122 instead of Hermes gateway 2026-06-30 02:30:32 +08:00
hmo f4b2467ae9 fix: replace hardcoded 192.168.1.122 with node122 (hostname resolves via /etc/hosts to LAN or EasyTier) 
- mo_config.py: xiaoguo_host=node122, xiaoguo_api_url property
- market_screener.py, xiaoguo_scanner.py, xiaoguo_news_processor.py: use mo_config or node122 fallback
- scripts/intraday_health_check.py, scripts/ocr_client.py: node122
- EasyTier connects at 10.144.144.2 when off-LAN
 2026-06-30 02:27:52 +08:00
hmo efaa20d775 feat: AlphaSift disabled by default (ALPHASIFT_ENABLED=false), add --enable flag 2026-06-30 02:21:23 +08:00
hmo c38787aea3 fix: sort candidates by score across strategies before limiting MAX_ADD 2026-06-30 02:15:44 +08:00
hmo 992b283d3f feat: multi-strategy parallel screening (balanced_alpha+dual_low+quality_value) 2026-06-30 02:08:48 +08:00
hmo 790b0f9acc feat: mo_alphasift_bridge v2 — async mode + source tracking (date/strategy/notes) 2026-06-30 01:57:01 +08:00
hmo 897bc54bab feat: mo_alphasift_bridge.py — AlphaSift screening → MoFin watchlist auto-bridge 2026-06-30 01:51:48 +08:00
hmo 8fd134a063 fix: mo_bridge cache path (reports/ + data/market_review/) + mo_dsa_opinion.py standalone DSA strategy reference script 2026-06-30 01:31:42 +08:00
hmo 18081c05a4 fix: mo_bridge news fallback to akshare + market review cache-only in cron 2026-06-30 01:24:09 +08:00
hmo ab23dfd234 feat: DSA full integration — mo_bridge v2 + strategy_lifecycle injection 
mo_bridge.py (rewrite):
- get_stock_news(): DSA SearchService 7 engines → MoFin analysis context
- get_market_review(): DSA run_market_review() with 24h cache
- get_stock_analysis(): DSA AgentExecutor.run() with 15 strategies
- enrich_analysis_context(): one-call context injection

strategy_lifecycle.py:
- reassess_with_context() now injects DSA market + news context
- Auto-detects HK vs A-share region for market review
- Graceful fallback if DSA unavailable
 2026-06-30 01:17:23 +08:00
hmo 8bcba05e7d docs: add DSA web server info to CHANGELOG 2026-06-30 00:50:56 +08:00