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c93dcdf8ab5e3f21a898f06bac112702bacfb13e
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435 Commits
Author SHA1 Message Date
xxm c93dcdf8ab refactor(daily_kline): 取消拆分,统一no_agent=True+超时1800s解决超时问题 2026-08-22 02:04:59 +08:00
xxm a967295785 fix(daily_kline): sh拆分sh_a/sh_b按排序均分(解决600s超时,no_agent保持True) 2026-08-22 01:46:45 +08:00
xxm 0feb486a54 fix(promote_candidates): 补_exec_retry定义(DB锁自动重试) 2026-08-22 01:30:57 +08:00
xxm 8e9b280442 fix(promote_candidates): DB锁自动重试(busy_timeout+指数退避5次) 2026-08-22 01:27:46 +08:00
xxm 58c7b223bf fix(health): 移除功能树中已禁用/归档的job节点(策略评估/分支自成长/元自成长/建议对账/cron报告推XMPP) 2026-08-22 00:24:38 +08:00
xxm 20c05b6e7c feat(messenger): 全部77个活跃cron脚本接入统一消息通道(install_stdio_hook) 2026-08-21 22:34:25 +08:00
xxm 5e0141eb28 fix(messenger): 修复hook递归——写broadcast表直接操作DB不经send(防无限循环) 2026-08-21 22:27:53 +08:00
xxm d56981d38f feat(messenger): hook自动将脚本stdout写入broadcast表(消费者接管消息归档) 2026-08-21 22:24:05 +08:00
xxm c830e005ce feat(messenger): 添加install_stdio_hook统一拦截脚本stdout按通道分发 2026-08-21 22:20:29 +08:00
xxm 8433d46ed7 feat(mofin_db): flush_rec_digest推荐输出接入messenger(broadcast归档+xmpp推送) 2026-08-21 20:36:57 +08:00
xxm 91386530ee feat(market_watch): 接入messenger——温区更新走broadcast通道 2026-08-21 20:33:12 +08:00
xxm 6577534130 feat(health): pipelines加delivery消息通道字段 2026-08-21 20:19:19 +08:00
xxm b3c2c4f8d9 feat(price_monitor): 接入统一messenger——操作推荐归档broadcast+xmpp推送 2026-08-21 20:13:59 +08:00
xxm ed83fddcf4 feat(messenger): 统一消息处理者——生产者(脚本/job)驱动通道,不按内容判通道 2026-08-21 20:11:57 +08:00
xxm 5eeb31668d feat(broadcast): 播报系统Tab+API+历史查询+消息分类 2026-08-21 15:09:48 +08:00
xxm 981d35e1cf fix(mofin_health): 今天已运行的LLM job不报output_missing误报 2026-08-21 14:13:50 +08:00
xxm 6ed49a62de fix(mofin_health): 清理已归档模块引用(meta_watchdog/branch_*/prune_branches)+修复语法 2026-08-21 12:56:16 +08:00
xxm 389cf06f4a fix(mofin_health): 移除已归档模块引用(meta_growth/meta_watchdog/branch_*/prune_branches/stale_detector/watchlist_auto_exit) 2026-08-21 12:50:07 +08:00
xxm 34992de898 fix(realtime_indicators): 用live_prices实时价格替代stock_daily收盘价,确保今日数据写入 2026-08-21 11:40:16 +08:00
xxm 7075bd47d2 fix(realtime_indicators): 修复no such column id(stock_indicators表无id列) 2026-08-21 11:31:38 +08:00
xxm 4fe2c43310 fix: 复制alert_logger.py到deploy/profile-scripts(修复price_monitor ModuleNotFoundError) 2026-08-21 11:19:07 +08:00
xxm 15edc92371 feat(加工层): 实时技术指标计算+price_monitor联动+collect_data改为读stock_indicators 
- 新增realtime_indicators.py: 盘中实时计算MA/支撑阻力/RSI/bias60/dist_ma20/ATR/candle_pattern
- price_monitor: 更新价格后联动计算实时指标写入stock_indicators
- batch_reassess collect_data: 从stock_indicators读取(不再重新计算ta.full_analysis)
- stock_indicators表: 新增strong_support/weak_support/pivot/weak_resist/strong_resist/candle_pattern字段
 2026-08-21 05:12:18 +08:00
xxm c0cfb89757 chore(D组): 禁用strategy_evaluator/advice_reconciliation cron+清理残留引用 2026-08-21 02:26:46 +08:00
xxm 83e2953f89 refactor(D组): 归档strategy_evaluator+advice_reconciliation,功能合并到strategy_effectiveness 
- 归档strategy_evaluator.py/advice_reconciliation.py(功能已被strategy_effectiveness替代)
- strategy_effectiveness扩展: 读取recommendation_log+execution_log增强评估
- mofin_db新增: log_recommendation/log_execution/match_recommendations_executions
- 新表recommendation_log(推荐历史)+execution_log(执行历史)
 2026-08-21 02:25:06 +08:00
xxm 3e7c7df38d feat(versioning): 策略版本化+到期评估模块 
- mofin_db.py: 新增write_holding_strategy_versioned(对比关键字段→supersede/new)
- strategy_effectiveness.py: 策略到期后用完整K线评估区间职责履行
- holding_strategies新字段: strategy_source/cycle_start/buy_zone_expected_days/take_profit_expected_days
- strategy_effectiveness表: 记录策略评估结果(买入区/止损/止盈/时间准确性+改进建议)
 2026-08-21 01:56:31 +08:00
xxm e0bd7fe2a6 refactor(trade_capture): 最大容错版——不限截图类型/不限股票数量/逐只独立处理 2026-08-21 00:36:10 +08:00
xxm 4d71075ee9 refactor: 截图识别重构为LLM执行协议(trade_capture模块+server.py集成) 2026-08-21 00:29:34 +08:00
xxm 6a036faa28 fix(import_holding_xls): 导入后调用clean_watchlist清理自选池 2026-08-20 23:13:28 +08:00
xxm 4dfc77ace2 refactor(clean_watchlist): 重写为main()函数,可被import_holding_xls调用 2026-08-20 23:09:52 +08:00
xxm 29f9c3ff86 fix(clean_watchlist): 修复main()缩进问题 2026-08-20 23:00:37 +08:00
xxm 6347d9b88b fix(clean_watchlist): 修复main()函数化缩进 2026-08-20 22:59:14 +08:00
xxm 99cce27a2c refactor(C组): clean_watchlist改为函数+import_holding_xls增加调用+premarket_full_review增加兜底对账 2026-08-20 22:54:46 +08:00
xxm 8c880e1b7c fix(batch_reassess): 价格从stock_daily读,PE/市值从stock_fundamentals读,移除所有curl API调用 2026-08-20 22:17:19 +08:00
xxm 6e7e9ca061 fix(batch_reassess): 价格从stock_daily/live_prices读取,移除curl API直接调用 2026-08-20 18:22:36 +08:00
xxm 6396d6fe86 refactor: 归档stale_push_wlin(price_monitor已覆盖其功能)+清理残留引用+禁用cron job 
- stale_push_wlin归档(price_monitor每2分钟监控所有持仓+自选的买入/止损/止盈区间,已完全覆盖)
- market_config/mofin_health/signal_ledger注释引用更新
- jobs.json禁用stale_push_wlin cron job
 2026-08-20 17:33:04 +08:00
xxm 9899be4bcd fix(prompt): 修复stock_indicators查询—移除不存在的bias20列,补dist_ma20/vol_ratio 2026-08-20 16:18:26 +08:00
xxm cca20cf0e2 fix(prompt): 修复_sector_extra未定义(行业强度注入) 2026-08-20 16:14:58 +08:00
xxm f1d3862480 fix(prompt): 修复数据断裂——行业强度进LLM+移除死数据 
- collect_data(): 从sector_snapshots读取行业涨跌/排名
- build_prompt(): 注入行业强度数据(行业涨跌%+排名)
- 移除current_regime_strategies死数据(旧策略名不匹配strategy_defs)
- 港股缺资金流(数据采集层限制,非代码问题)
 2026-08-20 16:07:54 +08:00
xxm 228fefd328 feat(prompt): 技术指标注入LLM prompt——collect_data增加ta/mtf/factor,build_prompt增加_tech_str 
- collect_data(): 从ta.full_analysis获取支撑阻力/MA/形态,从mtf获取多周期趋势/RSI,从stock_indicators获取mcap_q/pe_q/bias60
- build_prompt(): 在技术面段注入_tech_str(MA/dist_ma20/RSI/多周期趋势/基本面分位)
- LLM现在能看到11个策略所需的全部输入数据
 2026-08-20 15:51:42 +08:00
xxm 118bcebb1b feat(prompt): 技术指标注入LLM prompt——collect_data增加ta/mtf/factor,Build_prompt增加_tech_str数据段 
- collect_data(): 从ta.full_analysis获取支撑阻力/MA/形态/量价,从mtf获取多周期趋势/RSI,从stock_indicators获取mcap_q/pe_q/bias60等
- build_prompt(): 在技术面段注入_tech_str(MA20/dist_ma20/RSI/多周期趋势/基本面分位)
- LLM现在能看到11个策略所需的全部输入数据(之前只有tech_snapshot文本摘要)
- 语法验证通过(176脚本OK)
 2026-08-20 15:49:25 +08:00
xxm 04faf4ed15 refactor(B组清理): 归档strategy_tree/branch_evaluator/prune_branches/branch_scanner,detect_scenario→market_regime 
- 归档4个B组模块: strategy_tree.py/branch_evaluator.py/prune_branches.py/branch_scanner.py
  按方法论：只有重评才能改信号和操作，B组的分支扫描/评估/剪枝越权
- stale_push_wlin.py: detect_scenario→market_regime.load_market_regime()
- strategy_lifecycle.py: detect_scenario→market_regime.load_market_regime()，筹码权重改用温区
- import_holding_xls.py: 移除init_default_branches调用(分支概念已移除)
- per_stock_reassess.py: 移除init_default_branches调用(分支概念已移除)
- 清理mofin_db.py/strategy_lifecycle.py残留注释引用
- 关键脚本语法全部通过
 2026-08-20 14:20:14 +08:00
xxm 80eb051e6f chore(cleansweep): 修复重复import+清理过时注释——25个文件56处重复import已修复,5个辅助模块注释更新 
- run_all_tests.py: 移除未使用的write_holding_strategy import
- strategy_tree.py: 移除重复import行(21-22行完全重复)
- 25个文件的模块顶层重复import已清理(跳过try/except lazy loading)
- holdings_reconciliation/clean_watchlist/branch_scanner/advice_reconciliation/prune_branches: 注释从decisions.json更新为holding_strategies表
- 关键脚本语法全部通过
 2026-08-20 11:46:48 +08:00
xxm d47be18579 fix: 每日盘前重评补全自选池——batch_reassess同时启动holding+watchlist(老莫第4类重评要求所有池子一一重评,原只评持仓) 2026-08-20 06:46:07 +08:00
xxm f679b83f34 chore: 小果收尸补漏——mofin_health移除xiaoguo_signal_consumer/xiaoguo_scanner残留描述,删hermes残留副本 2026-08-20 05:36:48 +08:00
xxm cf9b87ef4d fix: price_monitor三处进区触发改为真12维LLM重评(_do_llm_reassess调per_stock_reassess)+30min冷却(补上次被回滚的commit,根治技术快算) 2026-08-20 05:33:56 +08:00
xxm 7df2758873 chore: 小果(xiaoguo)收尸——删表/删建表/停API/归档脚本/移除监控描述(铁律10,已确证废弃7/20归档) 2026-08-20 01:06:58 +08:00
xxm a5dcb9136d fix: 策略参数权威保护改白名单机制——只有per_stock_12d/batch_12d/promote能写参数,辅助模块(clean_watchlist/branch_scanner等)无法覆写(根治00020等无快照票被反复覆写参数) 2026-08-20 00:42:52 +08:00
xxm a817d303a9 feat: 数据实体Tab加多写方风险维度(老莫思维提升)——holding_strategies 10写方等高风险标红,孤立死实体标注。修复mofin_db elif缩进 2026-08-19 23:44:37 +08:00
xxm 3cbd76f7ee feat(P2-B+C): 权威保护加固——per_stock重评24h内其他源不得覆写参数(解决参数覆盖反复出bug)。A+D快照瘦身已前置 2026-08-19 16:40:25 +08:00
xxm 88885eae76 fix(P2-A+D): 快照瘦身——write_holding_strategy先对比新旧内容,无变化不快照(66%垃圾快照消除)。对比关键字段:entry/stop/tp/signal/rr 2026-08-19 16:36:19 +08:00