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Author SHA1 Message Date
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
hmo 5264fd5241 docs: MoFin architecture reform CHANGELOG 2026-06-30 00:36:08 +08:00
hmo d9b48ea5f0 fix: Eastmoney individual query + remove /100 price bug 2026-06-30 00:29:37 +08:00
hmo 8710dfe366 feat: HK realtime via Eastmoney push2 API — no more 15-min delay 
price_monitor.py now splits A-share (Tencent realtime) and HK (Eastmoney realtime):
- fetch_all_prices() → A-shares only via qt.gtimg.cn
- fetch_hk_eastmoney() → HK stocks via push2.eastmoney.com (real-time, free)
- _fetch_hk_tencent_fallback() → fallback if Eastmoney fails (15-min delay)
- Eastmoney API: market code 116, fields f43(price)/f170(chg%)/f60(prev_close)
 2026-06-30 00:25:56 +08:00
hmo 89153832b4 fix: DSA path auto-detect — check server path /home/hmo/daily-stock-analysis first 2026-06-29 23:47:59 +08:00
hmo 6abc2e45b0 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.
 2026-06-29 23:25:54 +08:00
hmo c80f814632 fix: K线迁移 + 清理重复文件 
migrate_all.py:
- 新增 migrate_klines(): multi_tf_cache.json → stock_daily/weekly/monthly + stock_fundamentals
- 迁移量: daily=5520, weekly=1104, monthly=552 (46只股票)
- 验证表新增 stock_daily/weekly/monthly/fundamentals

清理:
- 删除 web/static/ (与根目录 static/ 重复，server.py 使用 static/)
 2026-06-20 20:46:25 +08:00
hmo d820ff2ad8 docs: 更新协作文档 — 记录数据层重构完成状态 2026-06-20 20:08:09 +08:00
hmo 6182ff081d docs: 统一数据库架构实施文档 
覆盖: 表结构设计(13张表)、数据流架构、核心模块说明、
部署指南、架构决策记录(ADR)、已知限制
 2026-06-20 17:54:10 +08:00
hmo 25f8c6ec67 refactor: 消费者切 SQLite 优先读取 
切换策略: SQLite 优先 → 失败回退 JSON

price_events (100%覆盖):
- strategy_feedback.py: run() 优先 query_price_events()
- system_health_check.py: 优先 query_price_events() + query_price_events_by_date()

stock_sector_map (100%覆盖):
- strategy_lifecycle.py: load_stock_sector_map() 优先 stock_sectors 表

market.json (85%覆盖):
- strategy_lifecycle.py: load_market_context() 优先 query_latest_market()
- market_insight.py: generate() 优先 query_latest_market()

portfolio.json + watchlist.json (70%覆盖):
- strategy_lifecycle.py: regenerate_all() 优先 query_holdings() + query_watchlist()
- server.py: /api/portfolio, /api/watchlist, /api/overview, /api/market 优先 SQLite

所有改动保留 JSON 回退路径，SQLite 不可用时自动降级
 2026-06-20 17:50:15 +08:00
hmo 1610f184a0 feat: 补全 SQLite 表结构 + 查询函数 + 迁移覆盖 
mofin_db.py 新增:
- 4 张表: portfolio_summary, advice_timeline, accuracy_stats, strategy_feedback
- 18 个查询函数: query_holdings, query_watchlist, query_strategies,
  query_advice_timeline, query_candidates, query_candidate_scores,
  query_price_events, query_price_events_by_date, query_stock_sectors,
  query_sector_stocks, query_accuracy_stats, query_strategy_feedback,
  query_strategy_evaluations, query_latest_market, query_holding_by_code,
  query_portfolio_summary

migrate_all.py 新增:
- 4 个迁移函数: migrate_portfolio_summary, migrate_advice_timeline,
  migrate_accuracy_stats, migrate_strategy_feedback
- 迁移量: portfolio_summary(1), advice_timeline(2547),
  accuracy_stats(1), strategy_feedback(37)

现在 13 张表全部覆盖，JSON→SQLite 数据完整迁移
 2026-06-20 16:59:24 +08:00
hmo 0650673038 feat: migrate_all.py — 完整数据迁移脚本 (JSON → SQLite) 
一次性迁移全部生产数据到 mofin.db:
- stock_profiles.json → stocks (55只)
- portfolio.json → holdings (21只) + holding_strategies (21条)
- watchlist.json → watchlist_stocks (1只) + holding_strategies (1条)
- decisions.json → holding_strategies (316条, 含changelog历史)
- candidate_pool.json → candidates (10只) + candidate_score_history (21条)
- price_events.json → price_events (193条)
- evaluation.json → strategy_evaluations (36条)
- stock_sector_map.json → stock_sectors (62条)

特性:
- 自动从所有JSON源收集股票代码 (collect_all_stocks)
- 代码格式归一化 (_normalize_code: 整数→补零字符串)
- 迁移期间关闭外键约束 (兼容旧数据格式不一致)
- 幂等可重跑 (INSERT OR REPLACE/IGNORE)
- JSON文件不修改，可安全重复执行

替换旧的 migrate_sectors.py (功能已合并)
 2026-06-20 16:40:39 +08:00
hmo 0924cf3124 refactor: 数据层重构 — 统一 SQLite 访问层 + 多脚本双写 
新建 mofin_db.py 共享数据库模块:
- get_conn() 统一连接管理 (WAL + Row factory + 外键)
- init_all_tables() 幂等建表 (12张表: market/sector/stock/kline/fundamentals/sectors/holdings/strategies/watchlist/candidates/score_history/events/evaluations)
- write_market_snapshot() 市场快照双写
- write_klines() K线数据双写 (stocks + daily/weekly/monthly + fundamentals)
- write_price_event() 价格事件双写
- migrate_stock_sectors() 一次性迁移 stock_sector_map.json
- query_*() 通用查询函数 (sector_trend/top_inflow/consecutive_inflow/market_mood/db_stats)

重构现有脚本:
- market_watch.py: 删除内联 DB 代码，改用 mofin_db
- multi_timeframe.py: _save_local_history() 加 SQLite 双写
- price_monitor.py: record_event() 加 SQLite 双写
- mofin_query.py: 改用 mofin_db 查询函数

新增:
- migrate_sectors.py: 一次性迁移脚本

清理:
- get_realtime_prices.py: 死代码 (只读 portfolio.json，不调API)
 2026-06-20 16:26:17 +08:00
hmo a293119a31 feat: 阶段1 — market_watch 双写 SQLite + 查询工具 
- market_watch.py: 新增 init_db() 建表 + write_snapshot() 双写 SQLite
  - market_snapshots: 每次采集的元信息（时间、来源、涨跌比、情绪）
  - sector_snapshots: 每个板块的涨跌幅、资金流向、领涨股等
  - JSON 写入保留不变，SQLite 写入失败不影响 JSON 管道
- mofin_query.py: 通用查询工具
  - 板块趋势查询：「半导体最近5次采集的涨跌幅」
  - 资金流向排行：「净流入最多的5个板块」
  - 连续净流入检测：「最近3天连续净流入的板块」
  - 市场情绪趋势 + 数据库概览
  - 支持直接 SQL 查询
 2026-06-20 12:51:02 +08:00