Commit Graph
100 Commits
Author SHA1 Message Date
hmo fbad1938f1 feat: 失败二轮重试(休息60s后失败股整体重跑) + sync脚本补7个分叉副本硬链 2026-07-22 08:26:32 +08:00
hmo 04284e5187 fix: 推送质量门禁+损盈一致性门禁(根治垃圾信号)
1. XMPP推送门禁(_validate_buy_alert): 实时价>0(live_prices)、
   区间有效、现价不超上沿5%、损<下沿且在(0.5x~1.0x)现价内、
   盈>上沿>损 —— 任一不过不推只记日志
2. DB损盈一致性门禁: 损必须在下沿之下、盈必须在上沿之上且损<盈,
   不一致字段跳过写入保留原值(浩辰 区2~3损25.11 类污染根治)
3. 推送价格源改 live_prices(不再用 holding_strategies.price 的0值)
4. 浩辰脏行已从快照恢复(区25.93~27.84 损25.11 盈31.38)
2026-07-22 08:16:40 +08:00
hmo c27388681c fix: FALLBACK_MODEL 顶层导入(NameError 曾中断批量重评) 2026-07-22 01:31:56 +08:00
hmo 6cdcd3f2e5 feat(L1): 新增reassess_daily检查——持仓当日重评覆盖率+分析存在率+自选24h补评率(修复'每日重评做没做'无监控的空白) 2026-07-22 01:03:43 +08:00
hmo 36f01dc8f0 fix: save_result区间写入门禁——下沿<上沿<下沿x3,异常整体跳过(防214.68~2.52解析污染) 2026-07-22 00:39:30 +08:00
hmo d92d6ba54b fix: 截断保护——输出<1500字且无信号时升级pro重试(flash懒答/截断导致信号丢失) 2026-07-22 00:36:53 +08:00
hmo 83b0770db0 feat(llm): flash空输出自动升级pro重试(688617实测flash三连空/pro正常输出) 2026-07-22 00:30:33 +08:00
hmo 40852de280 fix: LLM空输出视为失败 + save_result拒绝写入空分析(防止假时间戳跳过机制失效) 2026-07-22 00:24:47 +08:00
hmo c1b38d3d7b feat(盯盘): 推荐操作精选层——72h新鲜度+RR降序+现金预算贪心装入(上限5只)
老爸: 太多推荐=没有推荐。机制:
- 候选: tag非空 且 reassessed_at 72h内(陈旧信号不算推荐)
- 排序: rr_ratio 降序
- 预算: 从 portfolio_summary 读现金/总资产, 每只建议仓位
  (position_advice解析%或默认8%) 贪心累加, 耗尽即止, 最多5只
- 落选者降回持仓/自选自然组
- /api/watch 返回 cash/budget_pct/rec_used_pct, 前端显示预算条
- 推荐行仓位列显示'建议X%'
2026-07-22 00:16:35 +08:00
hmo 93f0b24007 docs: 纪律文档加严——git写权限撤销(pre-commit白名单,kanban唯一路径) 2026-07-21 23:49:29 +08:00
hmo 52f7df7bef feat: 提交白名单配套——guard带GIT_ALLOW_COMMIT令牌 + hygiene新增钩子存在性检查 2026-07-21 23:45:26 +08:00
hmo 9914ff9457 feat(盯盘): 推荐操作区域置顶独立 + tag与XMPP动作级信号自动同步
- mofin_db: write_holding_strategy 内置tag同步语义——动作级信号
  (买入/可买入/可加仓/卖出/止盈)→current_recommend; 信号降级→
  清除current_recommend; active_manual人工标记永不被自动流覆盖/清除
- 新增 sync_recommend_tag() 供裸SQL调用方
- batch_reassess.save_result / per_stock stage-2 调用同步
- 盯盘Tab: '重点推荐'更名'推荐操作', 区域独立琥珀色视觉, 置顶
同步语义: XMPP买入信号(ACTION级告警)的个股=推荐操作区域个股,
信号消失(重评降级)时区域同步消失
2026-07-21 23:31:57 +08:00
hmo 05a60cf0d4 revert(34337fc5): 恢复被知微二次stale提交覆盖的昨晚重构——batch/per_stock/stale_detector/fix_gateway_port/candidate_filter 回滚至1e71a2d8版本;她提交中的运行时文件(db-shm/db-wal/price_history/market_scan_summary)移出跟踪;保留其morning_health_check小果清理 2026-07-21 23:24:45 +08:00
hmo 3e5d841e58 chore: data/backups/ 移出跟踪 2026-07-21 13:48:53 +08:00
hmo 5422b0a11d feat(db): 每日DB在线备份(07:50,留14天) + 管道审计malformed重试一次再告警(瞬态WAL损坏防误报) 2026-07-21 13:47:10 +08:00
hmo 29e0e6c8b4 fix(688775事件): bot不再静默吞消息 + 价格推送分级 + 小果假警报清理
1. bot call_hermes 失败: 10s重试一次, 仍失败回兜底消息(网关暂时不可用)
   ——此前连接被拒时用户消息被静默吞掉(688775事件根因)
2. price_monitor 推送分级: 破止损/重评确认信号/持仓急跌=ACTION直通;
   未确认进区提示=聚合成一条摘要走INFO(30min限1条+8行截断)
   ——今早一秒一条十几连发+思特威英诺特双发
3. alert_helper ACTION 增加5min内容去重(防竞态双发)
4. intraday_health_check 删除小果全部残留检查(已退役, 假警报
   导致知微旧自愈执行器烧150k+token/session去调查并直接改代码)
2026-07-21 10:41:32 +08:00
hmo e6e79ced0d docs: 红线#12 告警信噪比纪律(alert_helper两级通道) 2026-07-21 02:44:56 +08:00
hmo 1e71a2d852 feat(alerts): alert_helper 统一告警网关——信噪比控制
两级通道:
- ACTION(买入信号/重点推荐/部署验证失败): 直通不限速, 🚨醒目前缀
- INFO(部署/卫生/修复/螺旋报备): 同类30min限1条 + ≤8行截断 +
  24h内容去重(同一问题不重复轰炸) + 压制计数透明披露

6个调用点全部迁移: deploy_guard/hygiene/spiral/self_repair(INFO)
+ batch_reassess/per_stock_reassess 买入信号(ACTION)
解决: 真正有意义的信息(重点推荐操作)不被纯通知淹没
2026-07-21 02:43:57 +08:00
hmo 54652bff12 fix(verify): functional_health/mofin_health 新鲜度阈值 1h→16h(两者均交易时段运行,夜间必假警报) 2026-07-21 02:14:06 +08:00
hmo b1db424b8d chore: data/prompts/ 移出跟踪(提示词注册表为运行时产物) 2026-07-21 02:12:13 +08:00
hmo 1806b6a174 fix(SSOT): 4个库文件副本移出git跟踪(红线6:只允许硬链接,不允许独立副本)——硬链与git跟踪本质冲突:checkout重建文件断链→内容与提交版不同→guard判漂移回滚→sync重链→再dirty→merge被阻。移出跟踪后:根目录mofin_db.py/mo_data.py为唯一tracked canonical,副本由sync脚本以硬链重建 2026-07-21 02:09:25 +08:00
hmo 609ef06e6e fix(guard): CODE_PATHS补scripts/整目录+mofin_db/mo_data根文件——覆盖库文件硬链造成的合法dirty 2026-07-21 02:08:23 +08:00
hmo beee453bf3 fix: 同步4个库文件副本的提交内容与根canonical一致——消除deploy_guard回滚↔sync重链拉锯(guard实测抓到漂移并回滚,机制自证有效,但提交内容必须同源) 2026-07-21 02:06:55 +08:00
hmo 3e84cbc17e ux: 系统告警统一加'📟【MoFin系统·XX】(非知微本人)'前缀——告警与知微本人消息可一眼区分 2026-07-21 02:04:55 +08:00
hmo 6d1d4a5164 fix(SSOT): 库文件统一硬链到MoFin根目录canonical——今晚三处改造差点跑在陈旧副本上
- mo_data.py 提升为根目录canonical(含tag修复), deploy/profile-scripts/
  scripts/ profile脚本目录 全部硬链到根
- mofin_db.py 同理(含strategy_history/tag迁移), 四处硬链统一
- sync_profile_scripts.sh 增加库文件链接步骤, merge后自动恢复
- 根因: deploy/profile-scripts/mofin_db.py 是7-20陈旧副本(无snapshot),
  profile脚本目录mo_data.py无tag——hygiene分叉副本检查正确报警
2026-07-21 02:00:26 +08:00
hmo 2054c6e6f9 fix: state.db 时间戳单位自适应(秒/毫秒混存)+ default profile 无sessions表静默跳过 2026-07-21 01:54:59 +08:00
hmo 839c6fc2ff feat(self-heal): 三盲区系统性补丁——自愈体系覆盖今晚三类故障
1. agent_spiral_watchdog.py (新增,10min cron): state.db 检测运行>15min
   且消息>80条的 api session(螺旋特征), XMPP告警+去重。补 603288 事件
   '无watcher看agent会话本身'盲区
2. deploy_guard: 自动merge后自动跑 verify_deployment.py, 失败项立即
   XMPP告警。补'提交级回归无监控'盲区(知微stale提交事件)
3. system_hygiene_audit: 新增第7项检查'指令冻结session'——常驻session
   启动时间早于SOUL.md mtime且6h内仍活跃 → 告警需bump/重启。
   补'system_prompt冻结'盲区; 6h活跃度过滤防误报已遗弃session
2026-07-21 01:53:11 +08:00
hmo ab258c6264 chore(bot): xmpp session v3->v4 刷新知微冻结指令(部署纪律/识图知识更新),对话上下文重置 2026-07-21 01:42:14 +08:00
hmo ae0c7d1ca3 fix(L3): self_repair 迁移 llm_client(OCG直连无session) 废弃常驻'self-repair' session(指令冻结+上下文累积) 2026-07-21 01:39:54 +08:00
hmo 95d07f6a11 fix(guard): porcelain路径解析健壮化(line[2:].strip + rename格式处理) 2026-07-21 01:19:53 +08:00
hmo a69b246c57 feat(guard): 部署一致性守卫 deploy_guard.py + 知微运维纪律 + 健康JSON移出跟踪
- deploy_guard.py (15min cron): 代码漂移自动回滚(仅未提交改动)+
  session-work可快进时自动merge部署+幂等重链+cron引用完整性,
  状态落盘JSON, 有动作即XMPP报备
- docs/zhiwei-ops-discipline.md: 知微纪律——禁止直接编辑被跟踪代码/
  禁stale提交/禁直调gateway批量LLM; 自愈白名单(rerun/restart/
  sync/switch_key)本不改代码, 与纪律不矛盾; 紧急热修走git流程,
  提交到session-work后guard 15min自动部署
- dev-spec 红线#6 补充部署守卫机制
- static/mofin_health.json 移出git跟踪(运行时产物, 常驻dirty
  会废掉漂移检测)
2026-07-21 01:17:01 +08:00
hmo 574151aee9 docs: 红线#11 批量LLM调用禁走hermes gateway agent通道(603288事件) 2026-07-21 01:05:08 +08:00
hmo cd530c2463 fix(llm): 重评直连OCG上游绕过hermes agent运行时 + 全线切flash + prompt输出纪律
事故根因(2026-07-21): hermes gateway /v1/chat/completions 非透传,
每个请求创建带工具的agent会话。一次603288重评螺旋35分钟/44次
terminal调用/输入153k token, 客户端超时后服务端空转, 重试叠加
新会话自我DDoS。

- llm_client 重写: OCG直连为主(key运行时从hermes config.yaml
  ocg-key6读取, 不落盘), gateway兜底(agent模式仅应急)
- REASSESS_MODEL: pro -> flash (A/B实测新prompt下质量差距微弱,
  flash快40%)
- prompt输出纪律: 【建议仓位】不可省略(非买入写'不新建仓'),
  禁止structured_data/XML/JSON块, 禁止寒暄开场白
- batch main 双通道预检(全挂才退出)
2026-07-21 01:00:47 +08:00
hmo 5b44086c8a fix: reports匹配链修正(标题匹配不再是死代码) + strategy_history空历史时降级当前行 2026-07-20 23:58:45 +08:00
hmo 9a8e3344ac restore: candidate_filter busy_timeout + premarket Step1.5 摘要字段(知微17:31 stale提交回滚恢复至7b26c373已验证版本) 2026-07-20 23:53:03 +08:00
hmo de9927a627 重评核心重构:ds-v4-pro + 原策略全文 + strategy_history + 前端三改造
后端(重评管线):
- 新增 llm_client.py 共享客户端: REASSESS_MODEL=deepseek-v4-pro 单点,
  gateway预检(fail-fast), 150s超时+1次重试, 永不抛异常
- batch_reassess/per_stock_reassess: curl/urllib -> call_llm,
  prompt传入原策略全文+当前参数+最近3条变更, 输出 维持/修改判断+
  修改点理由+最终新策略, max_tokens 4096
- mofin_db: 新增 strategy_history 表 + snapshot_strategy_history(),
  write_holding_strategy 覆写前自动快照(保留20条/code)
- mofin_db: holding_strategies 补 tag 列迁移 + 写入保留
  (tag缺席=保留旧值, 显式传''=允许清除), 修复推荐标签被静默丢弃
- mo_data.read_decisions: SELECT 补 tag
- stale_detector/promote_candidates: 子进程超时 240/60 -> 480s

前端:
- 移除 报告Tab -> mofin_health 全部流程/Cron 表加 最后十次 列
  (modal列表->详情), /api/reports 支持 cron+script 多路匹配
  (jobs.json name->id 解析 + 文件名/标题子串兜底)
- 移除 决策库Tab
- 盯盘Tab 重构: 全部持仓+自选, sort_group 分组(推荐/持仓/自选),
  推荐行琥珀高亮+🔥badge+行内策略, 新增 操作策略 列查看
  最近3次完整策略(/api/strategy_history/<code>, 表缺失时降级当前行)
- 提示词Tab: registry.py 数据路径改回 /home/hmo/MoFin/data/prompts
  (红线: 数据只在规范数据根), 空态提示初始化命令
2026-07-20 23:51:24 +08:00
hmo 7b26c373d1 fix(reassess): stale_detector timeout 60->240s + batch cap 5/run + GATE_ZONE_SANITY
Three issues from zhiwei's strategy report:

1. '37 reassess all timed out (subprocess 60s)': real cause is per-call LLM
   latency exceeding the 60s per-subprocess limit during the key5-dead/
   gateway-unstable window. NOT 'no concurrency control' as reported (60s
   is per stock, not for the batch). Fixes: per-call timeout 60->240s
   (LLM cold-start is 20-100s), and cap AUTO_REASSESS batch to 5 stocks
   per run with remainder continuing next run (was unbounded serial calls
   that also blew the 120s cron script window).

2. '15 stocks entry-zone center wrongly 97.0': quality gates had no
   zone-sanity-vs-price check, so bad data (bad quote or LLM template
   output) could be written freely. New GATE_ZONE_SANITY (CRITICAL):
   zone center must be within 0.3x-3x of current price. Verified: rejects
   the exact 97-center-vs-5.69-price corruption, passes legit zones.

3. 'reassess overwrites manual SQL fixes': true by design; with
   GATE_ZONE_SANITY at write time, reassess can no longer overwrite good
   values with garbage - invalid writes get rejected + flagged instead.
2026-07-20 22:05:00 +08:00
hmo 299ddc1796 fix(ocr+bot): image download race, SenseNova context, log path, encoding
Root causes of the screenshot 404 incident:
1. RACE: client uploads image AND sends message concurrently; bot received
   the message before the upload finished writing, so its GET hit a 404
   error page (<100B treated as failure). FIX: _download_image now retries
   3x with 2s backoff.
2. Zhiwei mentioned tesseract/小果 because the failure text never told her
   the pipeline IS SenseNova. FIX: failure messages now name SenseNova
   explicitly and ask for resend.
3. log_xmpp never worked for the bot: sys.path used relative '../..' from
   a symlinked __file__ which resolved to '/' instead of MoFin root. This
   is why the '最近对话' panel never had bot chat data (only cron script
   entries). FIX: absolute path per red line #7. Verified: test message
   now lands in xmpp_messages.jsonl.
4. My PowerShell -replace corrupted the file encoding (UnicodeDecodeError
   crash loop on restart). Restored from git HEAD and re-applied edits with
   the edit tool. Lesson: never use PowerShell string replace on UTF-8
   source files with Chinese content.
5. functional_health: new sense_ocr module (OCR config presence +
   SenseNova API TCP reachability), no token cost.
2026-07-20 21:42:59 +08:00
hmo 60dbb64f92 docs(dev-spec): v2.1 — fix section numbering + outdated refs
Zhiwei flagged: '十条红线' but she counted 14. Real issues found:
- duplicate section numbers: two '三、' (验证闭环 + 自检体系矩阵),
  two '四、' (开发流程 + 部署环境) -> renumbered 一~七 sequentially
- doc index said '含五条红线' (stale from v1) -> '含十条红线'
- F 小节 still used old Tier1/Tier2 framing -> aligned to L0/L1-L2
  with pointer to the L0-L4 matrix section
- version bump v2.0 -> v2.1
Minimal edit: no content changes beyond numbering/consistency.
2026-07-20 21:21:21 +08:00
hmo 94883539de docs: reply to zhiwei on cron error status accuracy 2026-07-20 20:57:20 +08:00
hmo 10a37f10f9 fix(watchdog): gateway session check now uses agent.log scan, not live LLM ping
Gateway看门狗-知微 was erroring (exit -15): its check_session_health did a
live LLM ping with 25s timeout. Cold-start LLM latency is 20-100s so the
ping always timed out -> false '不健康' verdict -> false gateway restart
-> and each 10-min run burned 22k tokens.

Now uses xmpp_logger._scan_agent_log (zero cost, reads real call results):
- ok if last real call succeeded
- unhealthy only if last call explicitly failed
- idle (no recent calls) counts as healthy
Verified: watchdog job now status=ok.

Also: triggered all 6 weekend 'Blocked' jobs via hermes cron run — all
now status=ok, proving the hardlink fix holds.
2026-07-20 20:55:30 +08:00
hmo c42769f293 docs: zhiwei briefing on 2026-07-20 system changes 2026-07-20 20:36:50 +08:00
hmo 9a359f49bd feat(deploy): automatic hardlink repair built into deployment pipeline
User insight: hardlink breakage only happens at deploy time (scp file
replacement / git checkout-merge), so detection must be welded INTO the
deploy pipeline, not left to daily audit.

Three automatic layers, no reliance on discipline:
1. systemd path watcher (profile-scripts-sync.path): watches
   deploy/profile-scripts/ directory, auto-fires sync_profile_scripts.sh
   on any change. Verified: fires within 4s of file replacement, logs to
   gateway/logs/link_sync.log (runs as hmo user)
2. git hooks (.git/hooks/post-merge + post-checkout on 246 repo):
   auto re-link after git operations
3. Manual fallback: sync_profile_scripts.sh (now self-logging)

dev-spec red line #6 updated: SSOT rule now documents the three layers
and states breakage only happens at deploy time.
2026-07-20 20:27:11 +08:00
hmo 08eef1e181 feat(self-check): L0-L4 layered self-check architecture with LLM auto-repair
User directive: daily not weekly; clear responsibilities per layer with no
overlap; functional criteria (does the function WORK) not process liveness;
problems get FIXED via LLM with file-and-report discipline (act first,
report after); plus a meta-layer watching the watchers; deeply integrated
into F健康.

Architecture (responsibility matrix in dev-spec.md):
- L0 agents_health_check (5min): port/HTTP/DB liveness + auto_heal executor
- L1 functional_health_check (15min trading): per-module FUNCTIONAL
  criteria — output freshness/validity per REGISTRY (live_prices/market_
  snapshots/mtf_cache/macro_context/bot/LLM/cron engine), not process alive
- L2 system_hygiene_audit (daily 08:20, was weekly): divergence/hardlink/
  zombie/orphan/dead-cron/db-freshness
- L3 self_repair (30min): reads L1/L2 failures -> LLM diagnoses -> executes
  WHITELISTED repair actions directly (rerun_script/restart_service/
  sync_links/switch_llm_key/none) -> repair_log.jsonl + XMPP report.
  Max 2 repairs/module/day anti-loop. LLM unavailable -> rule fallback.
- L4 meta_watchdog (hourly): checks L0-L3 output freshness + L3 cron
  registration + XMPP bridge; direct XMPP alert as last resort

Retired (overlap): Cron监护-高频 (cron_watchdog -> L3), 全局cron健康监控
(cron_health_monitor -> L1).

Dashboard: mofin_health.py now emits self_check section (functional/meta/
hygiene/recent_repairs); mofin_health.html new '🩺 自检体系' tab rendering
L4 layers, L1 module checks, L2 issues, L3 repair history.

E2E verified: stopped xmpp bot -> L1 flagged fail -> systemd recovered ->
L3 LLM correctly diagnosed 'none needed' and logged; rerun_script whitelist
path executes real scripts successfully; meta_watchdog all-green after fix.
2026-07-20 19:39:58 +08:00
hmo 4f83ee8a01 feat(hygiene): anti-redundancy enforcement — spec rules + weekly audit
Root cause analysis of the 2026-07-20 redundancy incident:
1. No single-source-of-truth rule -> same file legitimately lived in 4+
   locations, diverging silently
2. Relative path resolution (Path(__file__).parent/'data') -> each
   hardlinked copy of mofin_db.py pointed to a DIFFERENT database
3. 'Backup habit' left .bak/legacy files in production dirs, which
   monitoring then scanned and reported as false alarms
4. Half-done migrations: DB tables created but old JSON writers/readers
   stayed (price_events), old files stayed
5. Dead modules never got buried: xiaoguo 'dead' but bot ran 8 days
   as root eating 2.5GB
6. Monitoring checked 'does it exist' not 'is it alive' -> stale file
   mtime reported as 'pipeline stalled 14 days' (false alarm)
7. No 'system hygiene' as a check category at all

Prevention implemented:
- dev-spec.md v2.0: 五条红线 -> 十条红线
  #6 single source of truth (hardlink only, no independent copies)
  #7 absolute data paths only (no __file__-relative data resolution)
  #8 no backups/legacy in production data dirs (archive immediately)
  #9 dead module burial checklist (6 mandatory steps)
  #10 monitor liveness (DB table freshness) not existence
- File Location Constitution: canonical location per content type
- NEW system_hygiene_audit.py: weekly Monday 07:30 cron checking
  diverged copies / broken hardlinks / zombie processes / orphan data
  files / dead cron scripts / DB freshness -> hygiene_report.json + XMPP
- specs/hygiene.json: module spec per red line #1
- Verified: audit found 5 real issues on first run, all fixed, re-run clean
2026-07-20 19:04:05 +08:00
hmo d5b8bec897 refactor: retire price_events.json completely — DB is the only store
User directive: no JSON, retire it fully, fix all related code.

Changes:
- price_monitor.py: record_event writes DB only; removed EVENTS_PATH/
  load_events/save_events entirely
- strategy_feedback.py: price events read from DB only (removed JSON fallback)
- system_health_check.py: removed price_events.json from file-check list,
  DB-only event stats (was showing 0/0 due to wrong-DB resolution)
- mo_config.py: removed dead price_events_path property (no callers)
- mofin_health.py: price_events freshness reads DB table (authoritative now)
- mofin_db.py: DATA_DIR/DB_PATH now ABSOLUTE (/home/hmo/MoFin/data) —
  was relative __file__.parent, so each hardlinked copy of mofin_db.py
  resolved to a DIFFERENT database (canonical vs web-dashboard vs
  profile-local third DB with 0 rows of everything except market_snapshots).
  This fragmentation was the real cause of health checks reading empty tables.
- Unified all 4 mofin_db copies (root/scripts/deploy/profile) via hardlink
- price_events.json archived to trashbox (fully backfilled: 6353 rows in DB)

Verified:
- record_event lands in DB only, JSON not recreated
- system_health_check: 历史事件 6353 / 今日事件 2965 (was 0/0)
- strategy_feedback + price_monitor full runs clean
2026-07-20 18:10:05 +08:00
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
hmo bbc4ebf93d chore: investigation + notification scripts 2026-07-20 17:33:39 +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 0ab542678b chore: untrack runtime logs/temp and stray root index.html from 246 merge 2026-07-20 08:30:06 +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
hmo 57377e9dd3 feat(auto_heal): multi-profile key switching + fix two error classes
Error investigation (from restored monitoring) found 2 root causes:

1. 'Blocked: script path resolves outside scripts dir' (5+ cron jobs):
   Jul 17 symlink refactor replaced real scripts with symlinks; the hermes
   cron scheduler's security check (Path.resolve + relative_to) rejects
   symlink escape. ALL no_agent script jobs blocked since Jul 17 23:12.
   FIX: converted 102 symlinks to hardlinks (same inode, resolve() stays
   inside scripts_dir, single-source still works). Permanent structural fix.

2. HTTP 429 on default profile (知识研究/梦境循环/wiki-self-growth/
   evolution-pulse/大脑任务执行): default gateway used ocg-key1 (weekly
   100%). FIX: switched default profile to ocg-key6 + added missing
   provider block. LLM verified working (3.1s).

auto_heal extended to actually cover these automatically next time:
- PROFILES registry: zhiwei (8643, system svc) + default (8642, user svc)
- current_provider/switch_key/_scan_agent_log parameterized by profile
- health() now reports llm_provider_default (agent.log scan)
- auto_heal: per-profile 429 detection -> best_key -> switch_key(profile)
- _ensure_provider_block: injects missing provider credentials from
  zhiwei config (single source of truth) into target config
2026-07-20 01:12:38 +08:00
hmo a05c118cbc feat(dashboard): restore lost monitoring + add 开发原则 tab (AgentsMeeting parity)
Two regressions fixed:

1. RESTORED: original health monitoring (功能树/全部Cron/数据实体/数据流)
   was an iframe to /mofin_health.html — refactor replaced it with a
   minimal services-only panel and lost all of it. mofin_health.json
   (86KB, fresh) was still being generated the whole time.
   - 健康 tab: XMPP panel (native) + restored iframe below

2. ADDED: 开发原则 parent tab replicating AgentsMeeting structure:
   - G 规范: /api/spec renders docs/dev-spec.md + git history
   - K 测试: /api/tests renders agents_health_check report as pass/fail
   - F 健康: iframe to /mofin_health.html + link to 健康 tab
   - H 需求: /api/prd (placeholder — prd.md not yet created)
   - mdRender() ported from AgentsMeeting dashboard
2026-07-20 00:40:32 +08:00
hmo 2de527b883 fix(health): drop live LLM ping — scan agent.log instead (38s -> 0.1s)
Every /api/xmpp/health fetch ran a real LLM call (22k token system prompt
each). Dashboard refreshes every 10s -> thousands of paid LLM calls/day,
plus 38s latency hanging the health tab on '加载中...'.

LLM health is now derived from the gateway's own agent.log (zero cost,
more accurate than synthetic ping — real traffic results):
- last 'API call #N latency=Xs' -> ok
- last 'API call failed ... HTTP 429...' -> error with summary
- health() runtime 38s -> 0.1s; endpoint 38s -> 0.097s
2026-07-20 00:21:49 +08:00
hmo 058c42ce27 feat(health): recent XMPP conversation log panel + stale error fix
User requirement: health tab should show recent XMPP conversations.
- bot hooks log_xmpp on inbound (on_msg) and outbound (_deliver_loop)
  so real chats land in xmpp_messages.jsonl (was: only cron/scanner)
- index.html health tab: new '最近对话' panel (last 10 msgs, dir arrow,
  preview, status, time); refreshHealth updates it incrementally
- last_error now shows age and resolved state: once a successful
  outbound happens after an error, it's shown gray as '已恢复'
  instead of alarming red forever; unresolved errors still red
- health() status no longer degraded by errors that were later
  resolved by successful outbound
2026-07-20 00:07:28 +08:00
hmo cb334ddd54 fix(bot+auto_heal): stop auto_heal from killing bot during slow LLM calls
Root cause of 'no response': auto_heal restart_zhiwei_bot fired whenever
inbound>0 + outbound=0 + errors>0 — which is exactly the normal state while
the bot waits for a slow LLM call (agent tool-use turns take 1-10 min).
Restart killed the in-flight LLM call -> user never got reply -> next cron
cycle saw same state -> restart again. Death loop (fired 22:30,22:35,22:40,
22:45,22:50,23:35).

Fixes:
- CALL_HERMES_TIMEOUT 180s -> 600s (agent tool calls need minutes)
- health(): parse last_inbound/outbound timestamps from journal
- auto_heal: restart bot ONLY if last inbound >600s old with no outbound
  since (truly stuck), plus 600s bot-restart cooldown
- slow-but-normal state now logs bot_busy_not_stuck instead of killing
2026-07-19 23:43:28 +08:00
hmo bb1529909b feat(bot): screenshot OCR pipeline + ack delay 120s
D fix: screenshots were silently dropped (empty body + OOB url).
- register xep_0066, capture msg['oob']['url'] when body empty
- also handle body-as-URL messages (some clients put URL in body)
- download from upload.yoin.fun, OCR via SenseNova (sensenova-6.7-flash-lite)
- inject OCR text as context into LLM call
- config at /home/hmo/.config/mofin/ocr_config.json (outside repo)
- replaces dead node122 GLM-OCR path (host unreachable)

A+B fix: ACK_DELAY 15s -> 120s. 15s fired on every normal LLM
cold-start (20-100s), now only signals genuine hangs.
2026-07-19 23:23:46 +08:00
hmo e0f47f9349 fix(xmpp_monitor): exclude key7(kimi) from auto-heal switch candidates
zhiwei must stay on ocg-key6 (deepseek-v4-flash) per user decision.
key7 is kimi — different model provider, incompatible model name.
If best_key returns key7, auto_heal logs skip_switch instead of switching.
2026-07-19 22:09:15 +08:00
hmo 9509b80d8b feat(xmpp_monitor): dynamic key switching + coalesce auto-heal
- xmpp_logger.py:
  - Add switch_key(key_id): switch Hermes model.provider via sed + systemctl restart
  - Add current_provider() reading model: block correctly (not just first '  provider:' line)
  - Add KEY_TO_PROVIDER mapping (AgentsMeeting key_id -> Hermes provider name)
  - Add RESTART_COOLDOWN_FILE/SEC = 180s to prevent restart loops
  - auto_heal(): detect HTTP 429 / Weekly usage limit -> call best_key() -> switch_key()
  - auto_heal(): detect timeout/error -> async systemctl restart (Popen, not blocking)
  - _verify_llm(): bump timeout 25s -> 90s (cold-start gateway takes 20-40s)
  - health(): urlopen timeout 8s -> 90s (match verify window)
  - Use sudo NOPASSWD (hmo ALL=(ALL) NOPASSWD: ALL already configured)

- agents_health_check.py:
  - Replace inline pkill+Popen restart logic (caused multiple instances) with systemctl
  - Add RESTART_COOLDOWN_FILE state to skip restart within 3 min of last
  - Call xmpp_logger.auto_heal() at end of every cron cycle
  - Both inline restart and auto_heal restarts share cooldown file

- scripts/key_status.py: Reports weekly/monthly/rolling status of all 6 OCG keys
- scripts/test_llm.py: 90s timeout test (was 15s, gateway cold-start >= 30s)
- scripts/test_production.py: smoke test on /home/hmo/MoFin/ (hardlinked to web-dashboard)

Fixes:
- Old assumption 'Cloudflare blocks Python User-Agent' was WRONG.
  True cause was HTTP 429 Weekly usage limit on key5 (12hr reset window).
  Hermes silently ignored providers.X.headers config keys; only model.default_headers works.
  Config already has model.default_headers: User-Agent: curl/8.5.0 (defense in depth).
- Multiple gateway instances were caused by 3 competing systemd units
  (hermes-gateway@.service template + hermes-gateway-zhiwei.service named).
  Masked the template unit @position-analyst and @zhiwei so only the named one wins.
2026-07-19 20:12:47 +08:00
hmo 6d66cc6cf2 feat: auto-heal — gateway down auto-restart via cron every 5min 2026-07-19 18:22:45 +08:00
hmo 04308facde feat: XMPP health auto-collection every 5min via cron pipeline 2026-07-19 15:17:08 +08:00
hmo bff246313b feat: auto-heal checks key availability before restarting gateway 2026-07-19 14:46:46 +08:00
hmo f791d8dee7 feat: API key availability monitoring — auto-select best key from AgentsMeeting 2026-07-19 14:41:18 +08:00
hmo 6398f595b2 feat: auto-heal pipeline — detect+restart gateway/bot/ejabberd on failure 2026-07-19 14:18:45 +08:00
hmo 0802046d5c feat: Hermes Gateway + LLM provider monitoring, root cause visible in health tab 2026-07-19 13:25:37 +08:00
hmo 50ae4e1cc9 feat: XMPP bot journal monitoring — detect inbound/outbound/errors, smooth health refresh 2026-07-19 13:15:37 +08:00
hmo 9f3d1d8106 refactor: remove redundant dashboard tab, health tab now unified 2026-07-19 12:57:08 +08:00
hmo b41bed7959 feat: XMPP observability — logger, monitor endpoints, clean dead xiaoguo refs 2026-07-19 12:47:15 +08:00
hmo fec2bc9106 refactor: integrate spec system into all 9 tabs — ?§ buttons, native health monitoring 2026-07-19 11:22:56 +08:00
hmo 49ccd7467d docs: update module list — 10 specs completed 2026-07-19 11:18:22 +08:00
hmo 06e59f3d9c feat: add prompts and reports module specs (10 specs total) 2026-07-19 11:18:00 +08:00
hmo 8356946de3 refactor: health tab now uses new dashboard, added dashboard tab 2026-07-19 11:11:59 +08:00
hmo e45c3bb01f feat: integrate dashboard tab into main index.html navbar 2026-07-19 11:11:18 +08:00
hmo b08bfa5d03 refactor: integrate dashboard into server.py :8899, remove standalone dashboard 2026-07-19 11:06:50 +08:00
hmo 782a914a3c fix: dashboard port 5804→5807 (avoid conflicts with wechat_webhook and zhiwei bot) 2026-07-19 10:56:42 +08:00
hmo 747fdfe467 feat: introduce spec system + dashboard + health pipeline (AgentsMeeting template) 2026-07-19 10:50:34 +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
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