 hmo
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f5ac339bb4
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fix: hk_scanner修bars访问——fetch_tx_klines返回dict列表,用b[close]/b.get(volume)而非下标
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2026-08-14 22:57:18 +08:00 |
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hmo
|
6722112b7d
|
feat: 港股选股scanner——hk_scanner扫港股通池找hk_mr1信号(深度超卖反弹,港股trend_down温区门控,腾讯日K,复用公共框架)
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2026-08-14 22:54:20 +08:00 |
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hmo
|
02c4c86b06
|
feat: strategy_router双市场路由——A股按A股温区激活(不变),港股策略(hk_mr1)按港股温区激活(读markets.hk温区+strategy_regime_perf market=hk),输出strategy_weights.json加markets.hk维度
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2026-08-14 22:47:39 +08:00 |
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hmo
|
8bc3716f1b
|
feat: regime_perf支持market过滤——load_all_strategies(market),港股策略按港股温区归因(hk_mr1入strategy_regime_perf market=hk)
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2026-08-14 22:41:37 +08:00 |
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hmo
|
1710d9821a
|
feat: 港股数据补采2——hk_fundamentals_collector基本面采集(腾讯行情hk前缀,PE/PB/市值,复用A股解析模式,港股pb在field43)
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2026-08-14 21:58:52 +08:00 |
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hmo
|
ad5208c6cd
|
feat: 港股数据补采1——hk_sector_collector行业归属采集(东财公司档案→stock_sectors复用表,source=hk_em)
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2026-08-14 21:43:23 +08:00 |
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hmo
|
8c6e41b619
|
fix: 港股个股回填健壮解析——只取前6数字字段,忽略末尾dict附加字段(腾讯部分bar带dict致float报错)
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2026-08-14 21:10:09 +08:00 |
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hmo
|
ddd2e12b38
|
feat: 港股通个股长历史回填脚本(每只2000根约8年,腾讯hk前缀,INSERT OR IGNORE幂等)
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2026-08-14 21:03:31 +08:00 |
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hmo
|
7e37fec704
|
feat: price_monitor交易时段双市场——改用is_trading_now(A股9:30-15:00/港股9:30-16:00),港股持仓15:00-16:00最后一小时破止损止盈监控不再漏(A股收盘后价格不变不误报,集合竞价保护保留)
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2026-08-14 19:18:56 +08:00 |
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hmo
|
1f6f461bab
|
fix: 温区表迁移后读取方补market过滤——regime_gate/mr_scanner/predictive_oversold读market_regime/market_indicators加WHERE market=a,防读到港股行污染A股温区门控(明天盘中scanner要用)
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2026-08-14 19:01:41 +08:00 |
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hmo
|
54814bb257
|
feat: 阶段4重评温区按市场感知——regenerate_all批量/reassess_with_context单票重评,港股持仓用港股温区(smoothed markets.hk/market_regime表hk),A股走原路径逐字节不变
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2026-08-14 18:06:37 +08:00 |
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hmo
|
21b16751c5
|
feat: 阶段4温区溯源按市场感知——market_config加get_regime_temp(code)(A股行为不变读smoothed顶层,港股读markets.hk),stale_push_wlin/price_monitor信号溯源改用
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2026-08-14 17:56:10 +08:00 |
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hmo
|
0e06a7e0ea
|
feat: 港股温区历史回填脚本——对hkHSI全历史逐日算温区入market_regime(market=hk),复用compute_regime算法
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2026-08-14 17:36:03 +08:00 |
|
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hmo
|
a7449332d9
|
fix: 恒指回填改https+分页(腾讯接口单次上限2000根,超限向前翻页拉更早历史)
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2026-08-14 17:28:42 +08:00 |
|
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hmo
|
3a764d587d
|
feat: 温区双市场改造——market_regime/temp_band/regime_tracker/regime_perf支持market维度(A股默认行为不变,港股hkHSI独立温区)+migrate_regime_market迁移脚本(4表加market列,幂等+备份)+backfill_hk_index恒指历史回填脚本
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2026-08-14 17:20:59 +08:00 |
|
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hmo
|
29db5efd95
|
feat: 港股接入阶段2——hk_connect_list港股通名单采集器(东财MK0146板块620只,push2delay镜像避开主host封禁)+get_stock_pool(market=)参数化(默认A股行为不变)+daily_kline_collector港股批
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2026-08-14 16:39:17 +08:00 |
|
|
hmo
|
4c2821aa67
|
feat: 市场抽象层market_config.py——市场判断/行情符号/市场配置唯一事实源,收敛6处散落实现(market_data/price_monitor x2/stale_push_wlin/technical_analysis/strategy_lab)。纯重构行为等价,为港股接入打底
|
2026-08-14 15:56:47 +08:00 |
|
|
hmo
|
442427b214
|
fix: 币种规范v3对齐——个股存HKD原币,汇总才转CNY。import_holding_xls存HKD原值;strategy_lifecycle删拉价即转CNY(价格比较与行情HKD原值单位一致);strategy_summary删硬编码0.867走get_hk_rate;mo_models validate对齐v3;refresh_macro_context修恒指前缀szHSI→hkHSI
|
2026-08-14 14:41:58 +08:00 |
|
|
hmo
|
068bf1d290
|
fix: memory_guardian max_tokens 100→512——deepseek对过小max_tokens返回空导致误报LLM故障
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2026-08-14 12:14:48 +08:00 |
|
|
hmo
|
b70ef8914d
|
feat: 开盘简报通道统一——generate_report生成简报后推送XMPP bridge(5805)记录到xmpp_messages.jsonl,同时记录daily_brief.log统一日志
|
2026-08-14 11:30:08 +08:00 |
|
|
hmo
|
f69f1c371a
|
feat: generate_report简报记录统一日志(daily_brief.log)——开盘/收盘简报内容记录到gateway/logs/daily_brief.log,方便溯源
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2026-08-14 11:21:52 +08:00 |
|
|
hmo
|
c3a133e032
|
fix: cron_health_monitor max_tokens 5→512——deepseek对过小max_tokens返回空导致误报LLM端点故障
|
2026-08-14 11:05:58 +08:00 |
|
|
hmo
|
c5c9f40f22
|
fix: 删除zone_notes垃圾消息推送——进入操作区间但重评不推荐(信号不充分/观望/弱势持有)不推送,仅记日志
|
2026-08-14 10:22:26 +08:00 |
|
|
hmo
|
efaa8211fa
|
refactor: llm_client空输出不换pro——依赖OCG router内部空输出自动换key(老莫:空输出用OCG代理换key,不换pro)
|
2026-08-14 09:30:19 +08:00 |
|
|
hmo
|
ff6bfe4f55
|
fix: news_collector并发采集——ThreadPoolExecutor 3并发+Semaphore限速(实际2-3s/只非0.9s估算,502只×2.5s=1255s>600s,3并发→418s安全)
|
2026-08-14 07:39:33 +08:00 |
|
|
hmo
|
864e6f123a
|
fix: self_repair call_llm加concurrent=True——走OCG router round-robin分摊key,避免直连401的key1
|
2026-08-14 07:31:17 +08:00 |
|
|
hmo
|
f1c5e2762d
|
fix: per_stock_reassess无参数不再跑全量regenerate_all(600s超时)——改为scan_watchlist_stocks只处理盘中到期自选(MAX_PER_RUN=3快),全量重评回归premarket职责
|
2026-08-14 07:24:38 +08:00 |
|
|
hmo
|
247066a8a5
|
feat: 分批wrapper文件入库——daily_kline_sz_a/sz_b(日K分批) + news_collector_full_b4-b7(新闻8批)
|
2026-08-14 05:25:55 +08:00 |
|
|
hmo
|
6a3ca003e1
|
fix: self_repair LLM超时修复——timeout 120→90, retries 1→0(多failure循环×(120+120+10)=超时,减到90+0重试安全)
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2026-08-14 05:13:31 +08:00 |
|
|
hmo
|
b72cb3c396
|
fix: per_stock_reassess LLM超时修复——timeout 150→90, retries 1→0(3只×(90+90+20)=600s临界,减到270s安全)
|
2026-08-14 05:02:03 +08:00 |
|
|
hmo
|
0477cf0c71
|
feat: llm_client并发模式——call_llm加concurrent参数,OCG router加X-OCG-Mode: concurrent header触发round-robin锁key轮询
|
2026-08-14 04:36:29 +08:00 |
|
|
hmo
|
4997941b53
|
feat: daily_kline sz分批(sz_a 0开头1349只/sz_b 3开头831只,各<500s安全)——参考news_collector分批模式,消除sz单批2180只超时(961s>600s)
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2026-08-14 02:54:42 +08:00 |
|
|
hmo
|
b227156d6c
|
feat: 资金流突变处理——fund_flow_alert(正面突变→选股分析候选池,负面突变持仓→重评+XMPP报告,冷却1小时同_can_push); capital_flow_collector采集完成后调用
|
2026-08-14 02:24:56 +08:00 |
|
|
hmo
|
23686e28a1
|
feat: 新闻采集分层——盘前全量(BATCHES 4→8,每批534只×0.9s=481s安全) + 盘中池子增量(pool_news_collector,自选+持仓82只×0.9s=74s,*/30盘中高频)
|
2026-08-14 01:57:32 +08:00 |
|
|
hmo
|
563029bab6
|
fix: kanban_xmpp_bridge KANBAN_DB改硬编码绝对路径——expanduser('~')在cron环境下解析到profile HOME导致连0字节空库(no such table: tasks),改/home/hmo/.hermes/kanban.db绝对路径
|
2026-08-14 00:20:27 +08:00 |
|
|
hmo
|
5a97442520
|
fix: meta_watchdog删除L0 agents_health_check检查项——MoFin无该组件(deploy/profile-scripts无agents_health_check.py),且L1 functional_health_check已覆盖健康检查功能,检查项是死代码导致误报(检查MoFin路径的last_health_check.json,但AgentsMeeting版写的是AgentsMeeting路径)
|
2026-08-13 23:28:19 +08:00 |
|
|
hmo
|
72e94f20f9
|
feat: price_monitor温区感知+信号溯源——非激活策略买入/加仓机会抑制(🧊温区未激活跳过),风控(卖出/止盈)仍推; 风控和买入机会都记录signal_ledger溯源
|
2026-08-13 21:49:02 +08:00 |
|
|
hmo
|
e27a074710
|
feat: 信号溯源系统——signal_ledger记录每次推送(策略/版本/温区/原因), 多策略同推检测共振标记(🔥加关注); stale_push_wlin推送行带[策略][温区]标记+共振标记
|
2026-08-13 18:19:17 +08:00 |
|
|
hmo
|
bfe0b9c0b5
|
fix: scanner温区读取统一regime_gate平滑温区——mr_scanner/predictive_oversold的regime判定优先平滑K=5(regime_gate),回退原始market_regime,adx仍读原始表(甜区门控); 避免被单日噪音误导; s2_scanner保持RSI恐慌门控不变(温度维度,正确设计)
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2026-08-13 14:03:16 +08:00 |
|
|
hmo
|
2fa9faf087
|
feat: 策略执行调度器 strategy_executor——按当前温区激活策略动态调度对应选股scanner(v_weak→mr_scanner/v_oversold→predictive_oversold/s2_panic→s2_scanner/v_next4→leader_scanner), 替代分散独立scanner cron, 温区休眠策略不扫描
|
2026-08-13 13:48:39 +08:00 |
|
|
hmo
|
0859c6b133
|
feat: regime_perf v2——每策略x温区跑组合模拟(portfolio_sim 100万/10槽), 温区级total_return/cagr/max_dd/capital_final/sharpe/profit_factor
|
2026-08-13 12:13:41 +08:00 |
|
|
hmo
|
dec30896c3
|
feat: 温区自适应前端横幅+router v5+overview API——概览页置顶显示温区/温度/激活策略, server.py /api/overview 返回 regime_weights, strategy_router v5 动态策略库
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2026-08-13 10:55:46 +08:00 |
|
 xxm
|
1094bf75af
|
feat: 温区自适应全链路——动态策略库(regime_perf全策略×温区实测,含被埋没的v_mr_sel trend_down 93%/v7.3 trend_up 94%), router v5按当前温区激活, 选股(mr_scanner/predictive_oversold平滑温区门控)+买卖(price_monitor非激活抑制买入机会风控仍推)+重评(strategy_lifecycle平滑温区trend_down vs 原始choppy)全接入, 前端research Tab温区横幅+温度+激活策略
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2026-08-13 10:36:00 +08:00 |
|
|
xxm
|
a62b05f11d
|
feat: 温区平滑+周期记录——滞回确认K=5(数据选参:112周期/20.7天/无1天噪音), regime_cycles表, router v3读平滑温区(当前trend_down→v_oversold/s2_panic主导0.8,v_weak观察0.24,避免被2天choppy误判)
|
2026-08-13 09:43:38 +08:00 |
|
|
xxm
|
06fbdf5961
|
feat: 测温机制定稿——三态骨架+温度(rsi)连续维度(数据验证) 回填market_regime 10年(2016-2026 2319条); 温度分档temp_band(panic/fear/neutral/greed/euphoria); strategy_router v2三态选策略+温度乘数; 废弃四态thermometer; 策略-适用温度表(v_weak=choppy×fear, v_oversold=trend_down×panic, v_next4=trend_up 63%)
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2026-08-13 09:13:04 +08:00 |
|
|
xxm
|
9310149171
|
feat: 事项五落地——策略组合+市场测温+动态切换+失效预警(一次性完成) 市场测温四态(bull_trend/bull_osc/bear/neutral)+策略路由权重+龙头识别框架+三振出局; v_weak近90日胜率22.7%红牌; bull_osc胜率60%最有效(当前状态); bear占111/250天导致近1年不佳
|
2026-08-13 04:06:57 +08:00 |
|
|
xxm
|
3eb19ea357
|
refactor: 移除v_combo波段出场硬编码(连续2日破MA10)——k线形态由LLM提示词判断(老莫原则), swing持仓统一走zones→LLM重评→timing_signal维持才发
|
2026-08-13 01:39:36 +08:00 |
|
|
xxm
|
9f1db8b55c
|
feat: LLM重评接入OCG路由代理(:19878)主通道——老莫修复router bug后配置,通道顺序ocg_router→sensenova→key池→gateway,支持pro升级+多key自动选key+并发16
|
2026-08-13 00:59:53 +08:00 |
|
|
xxm
|
ea77bd5afd
|
异常浮窗+统一告警通道+冷却1小时: alert_logger统一异常写入(alerts.json+history.log+XMPP), 前端右上角浮动异常区(自动展开5秒折叠,只显示active), price_monitor接入异常钩子(重评失败/拉取失败/DB同步), 冷却30分->1小时+15分5%突发例外
|
2026-08-13 00:35:53 +08:00 |
|
|
hmo
|
c99813a53a
|
feat: 事项四健康监控注册——health_monitor_daily每日跑v_weak+v_oversold健康检查(实盘浮盈vs回测基线5y偏差写strategy_health+告警)+cron 16:45, 修无实盘时health=50误报偏低告警
|
2026-08-12 21:59:34 +08:00 |
|