#!/usr/bin/env python3
"""price_monitor.py — 高频价格监控脚本(批量版)
规则:进入区间报一次,离开区间报一次,中间不重复。
每次运行时一次性刷新所有持仓+自选股的实时价。
"""
import urllib.request
import os, sys, time, json
import sqlite3
from datetime import datetime
from mo_data import read_decisions
from alert_logger import record_alert, clear_alert
from messenger import send as messenger_send
# ── 温区感知 + 信号溯源(2026-08-13)──
try:
from regime_gate import _load_weights
except Exception:
_load_weights = None
def _load_active_strats():
"""当前温区激活策略集合(strategy_weights.json matched)"""
if _load_weights is None:
return None
try:
w = _load_weights()
if w and w.get("weights"):
return {k for k, v in w["weights"].items() if v.get("matched")}
except Exception:
pass
return None
def _is_strategy_active(d_entry):
"""该持仓策略是否在当前温区激活。未标记策略默认激活(兼容持仓管理/风控)"""
act = _load_active_strats()
if act is None:
return True
for key in ("tag", "version", "strategy_type", "decision_type"):
v = d_entry.get(key)
if v and str(v) in act:
return True
# 该策略在权重表中但不在激活集 → 非激活
try:
w = _load_weights() or {}
wmap = w.get("weights") or {}
for key in ("tag", "version", "strategy_type", "decision_type"):
v = d_entry.get(key)
if v and v in wmap:
return v in act
except Exception:
pass
return True
def _record_signal(code, name, reason, strategy=""):
"""信号溯源:记录到 signal_ledger(温区/温度按标的市场,2026-08-14 阶段4)"""
try:
from signal_ledger import record_signal
from market_config import get_regime_temp
_regime, _temp = get_regime_temp(code)
record_signal(code=code, name=name, strategy=strategy, version=strategy,
regime=_regime, temp_band=_temp,
reason=reason, source_module="price_monitor")
except Exception:
pass
BREACH_PATH = "/home/hmo/.hermes/zone_breach.json"
STATE_PATH = "/home/hmo/.hermes/price_trigger_state.json"
# DB 模块(同步实时价到 mofin.db)
sys.path.insert(0, "/home/hmo/MoFin")
try:
from mofin_db import get_conn, DB_PATH
from mo_models import calc_total_mv, calc_total_assets
HAS_DB = True
except ImportError:
HAS_DB = False
# 市场抽象层(阶段1:行情符号/市场判断唯一事实源)
from market_config import kline_symbol, market_for_code
# ── 消息通道统一路由(broadcast/xmpp by delivery) ──
try:
from messenger import install_stdio_hook as _msh
_msh()
except Exception:
pass
# 策略重评依赖(技术面驱动,非机械百分比)
sys.path.insert(0, "/home/hmo/web-dashboard")
try:
from strategy_lifecycle import reassess_strategy, reassess_with_context
import subprocess as _sp2
_REASSESS_SCRIPT = "/home/hmo/MoFin/deploy/profile-scripts/per_stock_reassess.py"
_REASSESS_OLD = "/home/hmo/MoFin/data/.price_reassess_last.json"
def _done_reassess_recently(code):
"""冷却检查:同票 30 分钟内已触发过 12维重评 → 跳过(防每2分钟重复烧LLM)"""
try:
import os as _os
if _os.path.exists(_REASSESS_OLD):
_last = json.load(open(_REASSESS_OLD, encoding="utf-8"))
if code in _last and time.time() - _last[code] < 1800:
return True
except Exception:
pass
return False
def _mark_reassess(code):
"""记录重评时间(冷却标记)"""
try:
import os as _os
_last = {}
if _os.path.exists(_REASSESS_OLD):
try:
_last = json.load(open(_REASSESS_OLD, encoding="utf-8"))
except Exception:
_last = {}
_last[code] = time.time()
json.dump(_last, open(_REASSESS_OLD, "w"), ensure_ascii=False)
except Exception:
pass
def _do_llm_reassess(code, name, price, cost, shares, current_action):
"""真正12维LLM重评(per_stock_reassess.py)。返回最新参数的dict或None。"""
if _done_reassess_recently(code):
print(f" ⏭ {code} 30分钟内已重评,跳过(冷却)", flush=True)
return None
try:
_r = _sp2.run(
[sys.executable, _REASSESS_SCRIPT, code],
capture_output=True, text=True, timeout=600 # 2026-08-24 180→600: 子进程含collect_data+LLM(300s上限),并发排队下给足
)
_mark_reassess(code)
# 2026-08-24 防鬼消息:子进程失败不得继续读旧策略冒充"重评结论"
if _r.returncode != 0:
print(f" ⚠️ {code} 12维重评子进程失败(rc={_r.returncode}): {(_r.stderr or _r.stdout or '')[-300:]}", file=sys.stderr, flush=True)
return None
except Exception as e:
print(f" ⚠️ {code} 12维重评异常: {e}", file=sys.stderr)
return None
# 重评后从DB读最新参数(子进程已写库)
try:
import sqlite3 as _sq
_c = _sq.connect("/home/hmo/MoFin/data/mofin.db", timeout=30)
_c.row_factory = _sq.Row
_row = _c.execute(
"SELECT timing_signal, action, stop_loss, take_profit, entry_low, entry_high, rr_ratio, reassessed_at "
"FROM holding_strategies WHERE code=? AND status='active'", (code,)).fetchone()
_c.close()
# 2026-08-24 防鬼消息:rc=0但LLM失败时策略未刷新(reassessed_at不变),
# 旧策略不得冒充"重评结论"——reassessed_at 超过10分钟视为重评未生效
if _row:
from datetime import datetime as _dt
_ra = _row["reassessed_at"]
if not _ra or (_dt.now() - _dt.fromisoformat(str(_ra))).total_seconds() > 600:
print(f" ⚠️ {code} 重评后策略未刷新(reassessed_at={_ra}),按重评失败处理", file=sys.stderr, flush=True)
return None
if _row:
return {
"timing_signal": _row["timing_signal"] or "",
"action": _row["action"] or "",
"stop_loss": _row["stop_loss"] or 0,
"take_profit": _row["take_profit"] or 0,
"entry_low": _row["entry_low"] or 0,
"entry_high": _row["entry_high"] or 0,
"rr_ratio": _row["rr_ratio"] or 0,
}
except Exception as e:
print(f" ⚠️ {code} 读重评结果失败: {e}", file=sys.stderr)
return None
HAS_REASSESS = True
except ImportError:
HAS_REASSESS = False
# ── 2026-08-24 并发重评:单只"重评+结果分发+推送"(ThreadPoolExecutor 6 路调用)──
_can_push_lock = __import__("threading").Lock()
def _reassess_one(ctx):
"""并发执行单只 12 维重评并按结论推送。返回值: dict(outputs/zone_entries/reassessed) 或 None。
取自原 zones 循环内两个调用点(止损/区间分支)的重评+推送逻辑,代价是共享 _can_push 需加锁。"""
code = ctx["code"]; name = ctx["name"]; price = ctx["price"]; d = ctx["d"]
key = ctx["key"]; hi = ctx["hi"]; lo = ctx["lo"]
out, ze = [], []
try:
cost = d.get("cost", 0) or 0
shares = d.get("shares", 0) or 0
current_action = d.get("action", "")
result = _do_llm_reassess(code, name, price, cost, shares, current_action)
rea = []
if key != "stop_loss" and result:
rea.append(code)
elif key == "stop_loss":
rea.append(code)
if result:
timing_signal = result.get("timing_signal", "")
action = result.get("action", "")
rr = result.get("rr_ratio", 0)
sl_new = result.get("stop_loss", 0)
tp_new = result.get("take_profit", 0)
if key == "stop_loss":
# ── 止损分支推送 ──
reason_extra = ""
for k in ("action_note", "signal_factors"):
v = result.get(k)
if v:
if isinstance(v, list):
v = "、".join(str(x) for x in v)
reason_extra += f" [{k}={v}]"
if timing_signal in ("卖出", "止盈") and (d.get("shares") or 0) > 0:
with _can_push_lock:
_cp = _can_push(code, "stop_loss")
if _cp:
msg = (f"🔔 {name}({code}) 价{price} → 跌破止损,重评结论【{timing_signal}】| RR={rr}"
f" | 止损{sl_new}/止盈{tp_new}"
f" | 操作: {str(action)[:250]}{reason_extra}")
_push_action("操作信号", msg)
elif "持有" in timing_signal or "关注" in timing_signal or "观望" in timing_signal:
try:
import sqlite3 as _sq
_c = _sq.connect("/home/hmo/MoFin/data/mofin.db", timeout=10)
if sl_new:
_c.execute(
"UPDATE holding_strategies SET stop_loss=?, updated_at=datetime('now','localtime') "
"WHERE code=? AND status='active'", (sl_new, code))
_c.commit()
_c.close()
except Exception:
pass
ze.append(f"{name}({code}) {price}→破止损但重评{timing_signal},止损已更新至{sl_new}")
out.append(f" 📨 破止损→重评{timing_signal}(不卖出,止损更新{sl_new}): {str(action)[:120]}")
else:
ze.append(f"{name}({code}) {price}→入区+重评{timing_signal}|RR={rr}")
out.append(f" 📨 止损重评→{timing_signal}: {str(action)[:120]}")
else:
# ── 区间分支推送 ──
if key == "take_profit_zone" and lo == 0:
zone_desc = f"止盈监控(目标{hi:.0f})"
else:
zone_desc = f"操作区间{lo}~{hi}"
if "买入" in timing_signal or "加仓" in timing_signal or timing_signal in ("卖出", "止盈"):
if timing_signal in ("卖出", "止盈") and (d.get("shares") or 0) > 0:
with _can_push_lock:
_cp = _can_push(code, key)
if _cp:
msg = f"🔔 {name}({code}) 价{price}→触发{zone_desc},已触发重评|RR={rr}"
_push_action("操作信号", msg)
out.append(f" 📨 区间触发重评→已推送Dad: {action}")
try:
_record_signal(code, name, f"风控:{timing_signal} {zone_desc}", strategy=d.get("tag") or d.get("version") or "")
except Exception:
pass
else:
if _is_strategy_active(d):
ze.append(f"{name}({code}) {price}→{zone_desc}+重评{timing_signal}|RR={rr}")
out.append(f" 📋 机会记入摘要: {timing_signal} RR={rr}")
try:
_record_signal(code, name, f"买入机会:{zone_desc} {timing_signal}", strategy=d.get("tag") or d.get("version") or "")
except Exception:
pass
else:
out.append(f" 🧊 温区未激活跳过: {name}({code}) {timing_signal} RR={rr}")
else:
reason = f"重评结果:{timing_signal},不构成操作建议"
out.append(f" 📋 本地日志(不推): {reason}")
else:
# 重评未生效(冷却/子进程失败)→ 原始告警+人工核查标注(不拿旧策略冒充结论)
with _can_push_lock:
_cp = _can_push(code, "stop_loss" if key == "stop_loss" else key)
if _cp:
if key == "stop_loss":
_push_action("止损告警", f"⚠️ {name}({code}) {price} → 跌破止损{hi}!(12维重评未生效,暂无最新结论,请人工核查)")
else:
_push_action("止损告警", f"⚠️ {name}({code}) {price} → 触发区间{lo}~{hi}但重评未生效,请人工核查")
out.append(f" ⚠️ {code} 重评未生效,已发原始告警")
return {"outputs": out, "zone_entries": ze, "reassessed": rea}
except Exception as e:
out.append(f" ⚠️ {code} 重评失败: {e}")
try:
record_alert(level="error", source="price_monitor", title="重评失败", detail=str(e)[:200], code=code)
except Exception:
pass
return {"outputs": out, "zone_entries": ze, "reassessed": []}
UA = "Mozilla/5.0"
# ── XMPP推送 ──────────────────────────────────────────────────────────
XMPP_USER = "hmo@yoin.fun"
XMPP_BRIDGE = "http://127.0.0.1:5805/"
def push_to_xmpp(text):
"""原始直推(已废弃直用)——保留给极少数必须原样的场景。
新代码请用 _push_action/_push_digest。"""
if not text.strip():
return
try:
payload = json.dumps({
"to": XMPP_USER,
"body": text.strip(),
"type": "chat",
}).encode("utf-8")
req = urllib.request.Request(XMPP_BRIDGE, data=payload, headers={"Content-Type": "application/json"})
urllib.request.urlopen(req, timeout=5)
except Exception as e:
print(f"[XMPP推送失败] {e}", file=sys.stderr)
# ── 分级推送(2026-07-21 信噪比纪律,红线#12)──
# ACTION: 破止损/重评确认的操作信号 — 直通不限速
# INFO: 未确认的进区提示 — 聚合成摘要,30min 限 1 条
def _push_action(category, text):
# 2026-08-24 老莫新规则:只有含"操作建议"的消息才上 XMPP(操作信号/推荐);
# 无操作建议的异动播报/止损告警/急跌告警只进 broadcast,不打扰
_XMPP_CATS = ("操作信号", "重点推荐", "推荐操作")
_is_advice = category in _XMPP_CATS
try:
messenger_send(title=f"MoFin持仓异动", content=text, source="price_monitor.py",
channel="xmpp" if _is_advice else "broadcast")
except Exception as e:
print(f"[messenger失败] {e}", file=sys.stderr)
if _is_advice:
try:
from alert_helper import notify, ACTION
notify(category, text, ACTION)
except Exception as e:
print(f"[ACTION推送失败] {e}", file=sys.stderr)
def _push_digest(category, text):
# 普通监控信息:broadcast 归档(不打扰 xmpp)
try:
messenger_send(title=f"MoFin价格监控", content=text, source="price_monitor.py")
except Exception as e:
print(f"[messenger归档失败] {e}", file=sys.stderr)
try:
from alert_helper import notify, INFO
notify(category, text, INFO)
except Exception as e:
print(f"[INFO推送失败] {e}", file=sys.stderr)
# ── 批量拉取价格 ──────────────────────────────────────────────────────────
def fetch_all_prices(codes):
"""腾讯批量行情API:一次请求拉取所有股票(A股+港股)
A股:sh600110 / sz000001
港股:hk00700
返回 {code: (price, change, change_pct)}
"""
if not codes:
return {}
# 构建批量查询串
symbols = []
code_map = {} # symbol -> original_code
for code in codes:
code_s = str(code).strip()
sym = kline_symbol(code_s)
if sym is None:
sym = f"hk{code_s}" # 兜底:非5/6位数字 → 沿用旧 else 分支 hk 前缀
symbols.append(sym)
code_map[sym] = code_s
url = f"http://qt.gtimg.cn/q={','.join(symbols)}"
try:
req = urllib.request.Request(url, headers={"User-Agent": UA})
with urllib.request.urlopen(req, timeout=10) as r:
text = r.read().decode("gbk")
except Exception as e:
print(f"⚠️ 批量拉取失败: {e}", file=sys.stderr)
try:
record_alert(level="warning", source="price_monitor", title="批量拉取失败", detail=str(e)[:200])
except Exception:
pass
return {}
results = {}
for line in text.strip().split("\n"):
line = line.strip()
if not line or "=" not in line:
continue
try:
# 格式: v_sh600110="1~诺德股份~600110~11.84~11.90~..."
raw_value = line.split("=", 1)[1].strip().strip('"').strip(";")
fields = raw_value.split("~")
if len(fields) < 6:
continue
sym = line.split("=", 1)[0].strip().lstrip("v_")
orig_code = code_map.get(sym)
if not orig_code:
continue
price = float(fields[3]) if fields[3] else 0
prev_close = float(fields[4]) if fields[4] else 0
change = price - prev_close if prev_close > 0 else 0
change_pct = fields[32] if len(fields) > 32 and fields[32] else "0"
results[orig_code] = (price, change, change_pct)
except (ValueError, IndexError):
continue
return results
def refresh_data_prices():
"""一次性刷新所有持仓+自选股的实时价(完全DB版,不写JSON)"""
all_codes = set()
# 从DB读所有需要拉取价格的代码
try:
conn = get_conn()
for r in conn.execute("SELECT code FROM holdings WHERE is_active=1"):
all_codes.add(r['code'])
for r in conn.execute("SELECT code FROM watchlist_stocks"):
all_codes.add(r['code'])
for r in conn.execute("SELECT code FROM holding_strategies WHERE status='active'"):
all_codes.add(r['code'])
conn.close()
except Exception as e:
print(f"⚠️ 从DB读代码失败: {e}", file=sys.stderr)
try:
record_alert(level="warning", source="price_monitor", title="读取持仓失败", detail=str(e)[:200])
except Exception:
pass
return 0
if not all_codes:
return 0
# 一次性批量拉取
prices = fetch_all_prices(list(all_codes))
updated = len(prices)
# === 弹性同步实时价到 mofin.db ===
# 防死锁策略(经2026-07-14 WAL死锁复盘改进):
# ① 启动时 checkpoint WAL(清理残留事务)
# ② 统一 BEGIN IMMEDIATE 包裹整个写操作
# ③ 5次重试 + 指数退避: 1s → 2s → 4s → 8s → 16s(共~31s)
# ④ get_conn() 的 busy_timeout=30000 保证等待上限
# ⑤ 每个写操作检查返回值,任一失败立即 rollback + 重试
# ⑥ try/finally 确保连接始终释放
if HAS_DB and prices:
# 先checkpoint一次,清理上次被kill残留的WAL
try:
c = get_conn()
c.execute("PRAGMA wal_checkpoint(TRUNCATE)")
c.close()
except Exception:
pass
max_tries = 5
conn = None
for db_attempt in range(max_tries):
try:
conn = get_conn()
# BEGIN IMMEDIATE 立即获取写锁——失败则等 busy_timeout(30s)
conn.execute("BEGIN IMMEDIATE")
# ── 构建 holdings 更新数据 ──
db_holdings = []
for r in conn.execute("SELECT * FROM holdings WHERE is_active=1"):
h = dict(r)
code = str(h.get('code', ''))
if code in prices:
price_val, _, change_pct = prices[code]
if price_val > 0:
h['price'] = round(price_val, 2)
h['change_pct'] = float(change_pct) if change_pct else 0
db_holdings.append(h)
# ── 写 holdings 表 ──
for h in db_holdings:
currency = str(h.get('currency', 'CNY')).upper()
if currency not in ('CNY', 'HKD'):
raise ValueError(f"非法币种: {currency}")
conn.execute("""
INSERT INTO holdings (code, name, shares, cost, price, market_value,
change_pct, currency, position_pct, added_at, is_active)
VALUES (?,?,?,?,?,?,?,?,?,datetime('now','localtime'),1)
ON CONFLICT(code) DO UPDATE SET
name=excluded.name, shares=excluded.shares, cost=excluded.cost,
price=excluded.price, market_value=excluded.market_value,
change_pct=excluded.change_pct, currency=excluded.currency,
position_pct=excluded.position_pct
""", (
h.get('code'), h.get('name'), h.get('shares', 0),
h.get('cost'), h.get('price'),
h.get('market_value'), h.get('change_pct'),
h.get('currency', 'CNY'), h.get('position_pct'),
))
# ── 写 portfolio_summary ──
mv = calc_total_mv(db_holdings)
existing = conn.execute(
'SELECT cash, frozen_cash FROM portfolio_summary WHERE id=1'
).fetchone()
db_cash = existing['cash'] if existing else 0.0
db_frozen = existing['frozen_cash'] if existing else 0.0
assets = calc_total_assets({'holdings': db_holdings, 'cash': db_cash, 'frozen_cash': db_frozen})
position_pct = round(mv / assets * 100, 2) if assets > 0 else 0
conn.execute("""
INSERT INTO portfolio_summary (id, total_assets, total_mv, stock_value,
cash, frozen_cash, position_pct, total_pnl, currency, updated_at)
VALUES (1,?,?,?,?,?,?,?,?,datetime('now','localtime'))
ON CONFLICT(id) DO UPDATE SET
total_assets=excluded.total_assets, total_mv=excluded.total_mv,
stock_value=excluded.stock_value, cash=excluded.cash,
frozen_cash=excluded.frozen_cash, position_pct=excluded.position_pct,
total_pnl=excluded.total_pnl, currency=excluded.currency,
updated_at=datetime('now','localtime')
""", (
assets, mv, mv, db_cash, db_frozen,
position_pct, 0, 'CNY',
))
# ── 写 live_prices ──
for h in db_holdings:
code = h.get('code', '')
if code:
p = h.get('price', 0)
cp = h.get('change_pct', 0)
conn.execute(
"INSERT OR REPLACE INTO live_prices (code, price, change_pct, updated_at) "
"VALUES (?,?,?,datetime('now','localtime'))",
(code, p, cp)
)
# 实时技术指标联动更新(2026-08-24 整体预算10s:每只默认5s超时×114只=必撞alarm,
# 撞锁时快速跳过,指标晚一轮更新无伤,zones止损判定才是命脉)
try:
from realtime_indicators import update_single
_ri_start = time.time()
for h in db_holdings:
if time.time() - _ri_start > 10:
break
_ri_code = h.get("code", "")
_ri_price = h.get("price", 0)
if _ri_code and _ri_price:
update_single(_ri_code, float(_ri_price))
except Exception as e:
print(" realtime_indicators error:", e, file=sys.stderr)
# 补充策略股/自选股的价格(不在holdings中的)
for code, pdata in prices.items():
if code not in {h.get('code') for h in db_holdings}:
price_val = pdata[0] if isinstance(pdata, (list, tuple)) else pdata.get('price', 0)
cp_val = pdata[1] if isinstance(pdata, (list, tuple)) else pdata.get('change_pct', 0)
conn.execute(
"INSERT OR REPLACE INTO live_prices (code, price, change_pct, updated_at) "
"VALUES (?,?,?,datetime('now','localtime'))",
(code, price_val, cp_val)
)
conn.commit()
conn.close()
conn = None
if db_attempt > 0:
print(f"DB同步成功(第{db_attempt+1}次重试)")
break # success
except (sqlite3.OperationalError, sqlite3.DatabaseError) as e:
if conn:
try: conn.rollback()
except Exception: pass
try: conn.close()
except Exception: pass
conn = None
err_str = str(e)
if "locked" in err_str or "cannot commit" in err_str or "busy" in err_str:
if db_attempt < max_tries - 1:
wait = 2 ** db_attempt # 1, 2, 4, 8, 16
print(f"⏳ DB锁(尝试{db_attempt+1}/{max_tries}): {e} → {wait}s后重试", file=sys.stderr)
time.sleep(wait)
else:
print(f"❌ DB锁(重试{max_tries}次耗尽): {e}", file=sys.stderr)
else:
print(f"❌ DB错误: {e}", file=sys.stderr)
break
except Exception as e:
if conn:
try: conn.rollback()
except Exception: pass
try: conn.close()
except Exception: pass
conn = None
print(f"⚠️ DB同步异常: {e}", file=sys.stderr)
try:
record_alert(level="error", source="price_monitor", title="DB同步异常", detail=str(e)[:200])
except Exception:
pass
break
else:
# for-else: loop exhausted without break
print("❌ DB同步失败(所有重试耗尽)", file=sys.stderr)
# 尝试紧急 WAL checkpoint(释放死锁)
try:
c = sqlite3.connect(str(DB_PATH), timeout=1)
c.execute("PRAGMA wal_checkpoint(TRUNCATE)")
c.close()
print(" ↪ 紧急WAL checkpoint完成", file=sys.stderr)
except Exception as we:
print(f" ↪ WAL checkpoint也失败: {we}", file=sys.stderr)
return updated
# ── 区间偏离检测 ──────────────────────────────────────────────────────────
def load_state():
try:
with open(STATE_PATH) as f:
return json.load(f)
except:
return {}
def save_state(state):
os.makedirs(os.path.dirname(STATE_PATH), exist_ok=True)
with open(STATE_PATH, 'w') as f:
json.dump(state, f, ensure_ascii=False, indent=2)
def load_breaches():
try:
with open(BREACH_PATH) as f:
return json.load(f)
except:
return {}
def save_breaches(data):
os.makedirs(os.path.dirname(BREACH_PATH), exist_ok=True)
with open(BREACH_PATH, 'w') as f:
json.dump(data, f, ensure_ascii=False, indent=2)
def record_event(code, name, event_type, price, trigger_value, event_label=""):
"""记录一次价格触发事件到 DB price_events 表(唯一权威存储,JSON 已退役)。
price_events.code 有 FK -> stocks(code),未注册的股票(新候选/港股)
先注册再写事件,否则 FK 失败事件丢失。
"""
now = datetime.now().isoformat()
if HAS_DB:
try:
from mofin_db import get_conn, write_price_event
_c = get_conn()
# 市场判断统一走 market_for_code(港股=5位0/1开头);A股再按 6/9 区分沪深
if market_for_code(code) == 'hk':
_exch, _typ = ("HK", "H")
elif str(code).startswith(("6", "9")):
_exch, _typ = ("SH", "A")
else:
_exch, _typ = ("SZ", "A")
# 2026-08-22 名称治理:无名字先查 stocks 已有真名,再腾讯 quote 兜底,杜绝 name=code 垃圾行
if not name:
try:
_r = _c.execute("SELECT name FROM stocks WHERE code=?", (str(code),)).fetchone()
if _r and _r[0] and _r[0] != str(code):
name = _r[0]
except Exception:
pass
if not name:
try:
from mofin_db import fetch_stock_name_tencent
name = fetch_stock_name_tencent(code) or ""
except Exception:
pass
_c.execute("INSERT OR IGNORE INTO stocks (code, name, exchange, type, updated_at) VALUES (?,?,?,?,?)",
(str(code), name or str(code), _exch, _typ, now))
if name:
# 治愈已有 name=code 的坏行(INSERT OR IGNORE 不会更新已存在行)
_c.execute("UPDATE stocks SET name=?, updated_at=? WHERE code=? AND name=?",
(name, now, str(code), str(code)))
_c.commit()
write_price_event(_c, code=code, name=name, event_type=event_type,
price=round(price, 2), trigger_value=str(trigger_value),
event_label=event_label)
_c.close()
except Exception as e:
print(f"[price_events DB写入失败] {e}", file=sys.stderr)
def get_trigger_zones(trigger):
"""返回该trigger所有可监控的区间列表,跳过已执行的batch"""
zones = []
for key, label in [
("entry_zone", "加仓区间"),
("batch1_price", "试仓区间"),
("batch2_price", "加仓区间"),
("take_profit_zone", "止盈区间"),
("watch_low", "关注区间"),
("watch_high", "减仓区间"),
("watch_break", "止损区间")
]:
status_key = key.replace("_price", "_status")
if status_key in trigger and trigger[status_key] == "executed":
continue
val = trigger.get(key, "")
if val and "~" in val:
try:
parts = val.split("~")
lo, hi = float(parts[0]), float(parts[1])
zones.append((key, label, lo, hi))
except:
pass
sl = trigger.get("stop_loss", "")
if sl:
try:
sl_price = float(sl) if isinstance(sl, (int, float)) else float(sl)
zones.append(("stop_loss", "止损", 0, sl_price))
except:
pass
return zones
def _cleanup_lock():
"""清理进程锁文件"""
try:
os.remove("/tmp/price_monitor.lock")
except Exception:
pass
def _handle_sigterm(signum, frame):
"""收到SIGTERM时清理锁文件后退出"""
_cleanup_lock()
sys.exit(0)
def _handle_sigalrm(signum, frame):
"""收到SIGALRM强制超时时清理锁文件后退出"""
_cleanup_lock()
print(f"[TIMEOUT] 本轮执行超时({signum}s),已清理锁文件", file=sys.stderr, flush=True)
sys.exit(0)
def run_once(round_label=""):
"""执行一轮完整的监控流程"""
import os, signal # 必须在开头import,否则os变量会被后面的局部import绑定覆盖
signal.signal(signal.SIGTERM, _handle_sigterm)
signal.signal(signal.SIGALRM, _handle_sigalrm)
os.nice(10) # 降低优先级,避免与DB其他写操作抢占
# ── 进程锁:同一时间只跑一个实例 ──
_lk = "/tmp/price_monitor.lock"
_pid = None
try:
with open(_lk) as _f:
_pid = int(_f.read().strip())
os.kill(_pid, 0)
print(f"[LOCK] 已有实例(PID {_pid})在运行,跳过本轮", file=sys.stderr, flush=True)
return
except (FileNotFoundError, ProcessLookupError, ValueError):
pass
with open(_lk, "w") as _f:
_f.write(str(os.getpid()))
signal.alarm(600) # 2026-08-24 120→300→600:重评并发后一轮最多6只LLM×~90s,600s覆盖整轮
label = f" [{round_label}]" if round_label else ""
start = time.time()
TIME_BUDGET = 90 # 预留30s给输出和清理,90s内必须完成核心逻辑
# === 第一步:一次性刷新所有价格 ===
refreshed = refresh_data_prices()
# === 第二步:检查触发条件 ===
try:
dec = read_decisions()
except:
print(f"❌{label} 无法读取decisions(DB)", file=sys.stderr)
return
active = [d for d in dec.get("decisions", []) if d.get("status") == "active"]
state = load_state()
outputs = []
_reassess_pending = [] # 2026-08-24 并发重评队列表(循环内只快判收集,循环后统一并发)
reassesed_codes = [] # 2026-08-25 挪到并发段引用之前(919行extend引用在937行定义之前→UnboundLocalError,price_monitor每次触发就崩)
state_updated = False
# 时间冷却:同股同区间30分钟内不重复推
_push_cooldown = {}
_cooldown_file = "/home/hmo/.hermes/.price_push_cooldown.json"
try:
import os
if os.path.exists(_cooldown_file):
with open(_cooldown_file) as _f:
_push_cooldown = json.load(_f)
except Exception:
_push_cooldown = {}
def _can_push(code, zone_key):
now = time.time()
key = f"{code}_{zone_key}"
last = _push_cooldown.get(key, 0)
if now - last < 1800: # 30分钟
return False
_push_cooldown[key] = now
# 持久化写入
try:
with open(_cooldown_file, "w") as _f:
json.dump(_push_cooldown, _f)
except Exception:
pass
return True
# 收集所有需要检查的代码
check_codes = set()
for d in active:
trig = d.get("trigger", {})
# 2026-08-24 兜底:trig 空但主层有止损/区间/止盈的版本化策略也纳入
# (否则 prices 里没它们,zones 循环 price_info=None 直接 continue——603920 盲区第二环)
if trig or d.get("stop_loss") or (d.get("entry_low") and d.get("entry_high")) or d.get("take_profit"):
check_codes.add(d["code"])
# 批量拉取这些股票的价格
prices = fetch_all_prices(list(check_codes))
# 本轮进区事件收集(聚合成一条摘要推送,替代逐条轰炸)
_zone_entries = []
for d in active:
code = d["code"]
trig = d.get("trigger", {}) or {}
zones = get_trigger_zones(trig)
# ── 2026-08-24 监控盲区根治:trigger_json 为空的版本化策略(76/112!),
# 用主层字段构建基础 zones(stop_loss/entry_zone/take_profit_zone)。
# 否则这些股票完全脱离止损/止盈/买入区监控(603920 破止损无告警事件的根因)。
try:
if d.get("stop_loss") and not any(z[0] == "stop_loss" for z in zones):
zones.append(("stop_loss", "止损", 0, float(d["stop_loss"])))
if d.get("entry_low") and d.get("entry_high") and not any(z[0] == "entry_zone" for z in zones):
zones.append(("entry_zone", "买入区", float(d["entry_low"]), float(d["entry_high"])))
if d.get("take_profit") and not any(z[0] == "take_profit_zone" for z in zones):
_tp = float(d["take_profit"])
zones.append(("take_profit_zone", "止盈区间", _tp * 0.995, _tp * 100))
except Exception:
pass
if not zones:
continue
price_info = prices.get(code)
if not price_info:
continue
price, _, _ = price_info
if price == 0:
continue
name = d.get("name", code)
if code not in state:
state[code] = {}
# ── v_combo波段出场(2026-08-13 已移除硬编码)──
# 老莫原则:k线形态判断在LLM提示词上体现(batch_reassess 提示词已含波段出场形态),
# 不在代码里硬编码"连续2日收破MA10"特定规则。
# swing持仓的 stop_loss/entry_zone/take_profit_zone 已由通用 zones 循环触发 LLM 重评,
# timing_signal 含"卖出/止盈"才发推荐 → 统一"进区→重评→维持才发"。
# 时间预算检查:如果超时,跳过重评只做状态记录
_budget_low = (time.time() - start) > TIME_BUDGET
for key, label, lo, hi in zones:
in_zone = lo <= price <= hi
prev_in_zone = state[code].get(key, None)
if in_zone and prev_in_zone != True:
if key == "stop_loss":
outputs.append(f"⚠️ {name}({code}) {price} → 跌破止损{hi}!")
record_event(code, name, "stop_loss", price, str(hi))
# 止损触发 → 立即重评并推送给Dad(时间不够则直接推原始告警)
if _budget_low:
outputs.append(f" 📨 止损触发(超时跳过重评)→已推送Dad")
if _can_push(code, "stop_loss"):
_push_action("止损告警", f"⚠️ {name}({code}) {price} → 跌破止损{hi}!")
else:
# 2026-08-24 并发化:不串行等重评,收集到pending,循环后6路并发(OCG router 6 key)
_reassess_pending.append({
"code": code, "name": name, "price": price, "d": d,
"key": key, "label": label, "lo": lo, "hi": hi, "trig": trig})
outputs.append(f" 📨 {code} 破止损→重评入队(并发)")
else:
extra = ""
if "_price" in key:
batch_shares = trig.get(key.replace("_price", "_shares"), "")
action = trig.get(key.replace("_price", "_action"), "")
if batch_shares:
extra = f" {action}{batch_shares}股" if action else f" {batch_shares}股"
elif key in ("take_profit_zone",):
act = trig.get("take_profit_action", "")
if act:
extra = f"({act})"
outputs.append(f"⚡ {name}({code}) {price} → 进入{label}{lo}~{hi}{extra}")
record_event(code, name, "entry_zone", price, f"{lo}~{hi}", label)
# 进入区间 → 立即重评并推送给Dad(时间不够则记入摘要,不逐条轰炸)
if _budget_low:
if _can_push(code, key):
_zone_entries.append(f"{name}({code}) {price}→{label}{lo}~{hi}")
outputs.append(f" 📨 区间触发(超时)→记入摘要")
else:
# 2026-08-24 并发化(同止损分支)
_reassess_pending.append({
"code": code, "name": name, "price": price, "d": d,
"key": key, "label": label, "lo": lo, "hi": hi, "trig": trig})
outputs.append(f" 📨 {code} 区间触发→重评入队(并发)")
state[code][key] = True
state_updated = True
elif not in_zone and prev_in_zone == True:
if key != "stop_loss":
outputs.append(f"📌 {name}({code}) {price} → 离开{label}{lo}~{hi}")
state[code][key] = False
state_updated = True
# === 第二步收尾:进区事件只记日志不推送(2026-07-22 老爸:进区提示=噪音,关停)===
# 正式推荐由 12维→tag→摘要队列 通道负责;破止损/卖出/止盈(持仓)仍走 ACTION 直推。
if _zone_entries:
outputs.append(f"📋 进区事件{len(_zone_entries)}只(仅记日志不推送): {'; '.join(_zone_entries[:5])}")
# ── 2026-08-24 并发重评(老莫:OCG router 6 key,为什么不并发!)──
# 触发已全部快判完成,这里6路并发跑LLM重评+结果推送
if _reassess_pending:
import concurrent.futures as _cf2
outputs.append(f" ⏭ {len(_reassess_pending)} 只重评入队,6路并发(ocg_router 6key)")
_ex = _cf2.ThreadPoolExecutor(max_workers=6)
try:
for _sub in _ex.map(_reassess_one, _reassess_pending):
if _sub:
outputs.extend(_sub.get("outputs", []))
_zone_entries.extend(_sub.get("zone_entries", []))
reassesed_codes.extend(_sub.get("reassessed", []))
finally:
_ex.shutdown(wait=True)
# === 第三步:买入区偏离检测 + 自动重评 ===
# 2026-08-11 修复:告警/重评只在连续竞价时段执行(避开集合竞价虚拟撮合价误报)。
# 2026-08-14 港股接入:时段判断按市场——A股 9:30-11:30/13:00-15:00,港股 9:30-12:00/13:00-16:00。
# 港股16:00收盘,15:00-16:00 仍需监控持仓(A股已收盘价格不变,不会误报)。
from market_config import is_trading_now
_now_hm = datetime.now().strftime("%H:%M")
_trading = is_trading_now('a') or is_trading_now('hk')
if not _trading:
print(f"[时段] {_now_hm} 非连续竞价时段(集合竞价/午休/盘后),跳过告警与重评(价格已刷新)", flush=True)
# 仍提交状态(防止告警标记滞留)
if state_updated:
save_state(state)
return
# 先做急跌检测(仅持仓,自选股不推送暴跌告警)
holdings_codes = set()
for d in active:
shares = d.get("shares", 0)
if isinstance(shares, (int, float)):
if shares > 0:
holdings_codes.add(d["code"])
else:
# 非数值shares(如被错误写入的字符串),兜底处理
holdings_codes.add(d["code"])
print(f" [WARN] {d.get('code')} shares为非数值({shares!r}),视为持仓处理", flush=True)
for d in active:
code = d["code"]
# 非持仓跳过
if code not in holdings_codes:
continue
name = d.get("name", code)
price_info = prices.get(code)
if not price_info:
continue
price, _, change_pct = price_info
if price == 0:
continue
# 单日跌幅>7%告警(不依赖zone边界,盘中急跌即触发)
try:
cp = float(change_pct) if change_pct else 0
except:
cp = 0
if cp <= -7:
prev_alert = state.get(code, {}).get("__sharp_decline_triggered", False)
if not prev_alert:
stop_loss = d.get("stop_loss", 0)
sl_note = f" 止损{stop_loss}" if stop_loss else ""
msg = f"🔻 {name}({code}) {price} 暴跌{cp:.1f}%!{sl_note}"
_push_action("急跌告警", msg)
outputs.append(msg)
state.setdefault(code, {})["__sharp_decline_triggered"] = True
state_updated = True
# 立即持久化,防止后续超时导致状态丢失而重复推送
save_state(state)
elif cp > -5:
# 反弹后清除告警标记,下次再跌还能报
state.setdefault(code, {}).pop("__sharp_decline_triggered", None)
for d in active:
code = d["code"]
name = d.get("name", code)
price_info = prices.get(code)
if not price_info:
continue
price, _, _ = price_info
if price == 0:
continue
# 从 decisions (DB holding_strategies) 中读取 analysis 的买入区
entry_low = d.get("entry_low", 0)
entry_high = d.get("entry_high", 0)
if not entry_low or not entry_high:
continue
in_buy_zone = entry_low <= price <= entry_high
prev_in_buy_zone = state.get(code, {}).get("__buy_zone", None)
# 状态变化时才触发
if in_buy_zone and prev_in_buy_zone == False:
# 重新进入买入区 → 重评确认区间是否仍然有效
outputs.append(f"🔄 {name}({code}) {price} → 重新进入买入区{entry_low}~{entry_high},触发技术面重评")
do_reassess = True
elif not in_buy_zone and prev_in_buy_zone == True:
# 离开买入区 → 立即重评,更新止损/止盈/区间
outputs.append(f"🔄 {name}({code}) {price} → 离开买入区{entry_low}~{entry_high},立即技术面重评")
do_reassess = True
else:
do_reassess = False
if do_reassess and HAS_REASSESS:
try:
cost = d.get("cost", 0) or 0
shares = d.get("shares", 0) or 0
profit_pct = (price - cost) / cost * 100 if cost else 0
is_deep_loss = profit_pct < -20
sentiment = "neutral"
if d.get("tech_snapshot"):
if "bearish" in d["tech_snapshot"]:
sentiment = "bearish"
elif "bullish" in d["tech_snapshot"]:
sentiment = "bullish"
# 调用技术面驱动重评(非机械百分比)
result = _do_llm_reassess(code, name, price, cost, shares, d.get("action", ""))
if result:
outputs.append(f" 📊 新策略: 损{result['stop_loss']} 盈{result['take_profit']} 区{result['entry_low']}~{result['entry_high']} RR={result['rr_ratio']}")
reassesed_codes.append(code)
else:
outputs.append(f" ⏭ {code} 重评未生效(冷却/子进程失败),沿用现有策略")
except Exception as e:
outputs.append(f" ⚠️ 重评失败: {e}")
# 更新买入区状态
if "__buy_zone" not in state.get(code, {}):
if code not in state:
state[code] = {}
state[code]["__buy_zone"] = in_buy_zone
state_updated = True
# 如果有重评过的股票,更新 DB holding_strategies(此前写入 decisions.json,已废弃)
if reassesed_codes and HAS_REASSESS:
# ── 5分钟冷却:regenerate_all 开销太大,不每2分钟跑一次 ──
_regen_marker = "/tmp/price_monitor_regen_at"
_skip_regen = False
try:
if os.path.exists(_regen_marker):
with open(_regen_marker) as _f:
_last_regen = float(_f.read().strip())
if time.time() - _last_regen < 300:
_skip_regen = True
except:
pass
if _skip_regen:
outputs.append(f" ⏭ 跳过全量重评(距上次<5min),下次再跑")
else:
try:
from strategy_lifecycle import regenerate_all
r = regenerate_all(stdout=False)
outputs.append(f" ✅ 策略已全量重评: {r.get('ok',0)}/{r.get('total',0)}成功")
outputs.append(f" 📌 触发股票: {', '.join(reassesed_codes)}")
try:
with open(_regen_marker, "w") as _f:
_f.write(str(time.time()))
except:
pass
except Exception as e:
outputs.append(f" ⚠️ 全量重评失败: {e}")
# === 第四步:输出 ===
now_str = datetime.now().strftime("%H:%M:%S")
elapsed = time.time() - start
if outputs:
print(f"\n🔔 {now_str}{label}")
for o in outputs:
print(o)
print(f"\n{json.dumps({'type':'价格监控','time':now_str,'triggers':outputs}, ensure_ascii=False)}")
else:
# 无触发时 SILENT(中继不推送)
print(f"[SILENT]{label} 价格正常 | {refreshed}只已刷新 | {elapsed:.1f}s")
if state_updated:
save_state(state)
# 输出耗时
print(f"⏱{label} {elapsed:.1f}s", flush=True)
# 取消超时定时器(正常完成)
signal.alarm(0)
# ── 策略追踪评估(2026-07-27 老爸:检查推荐是否触发止盈/止损)──
try:
import mofin_db
_conn = mofin_db.get_conn()
tracked = mofin_db.check_strategy_outcomes(_conn)
_conn.close()
if tracked:
print(f" [TRACK] {tracked}条推荐触发止盈/止损", flush=True)
except Exception as e:
print(f" [TRACK] 检查失败: {e}", flush=True)
# 清理进程锁
try:
os.remove("/tmp/price_monitor.lock")
except Exception:
pass
def _singleton_guard(max_age_sec=300):
"""自愈式单例守卫(2026-08-05 进程堆积事故修复)
背景:cron每2分钟拉起本脚本,外网抖动时实例挂起不退,timeout(仅SIGTERM)杀不动,
5个并发烧~155% CPU。规则:
- 有其他"新鲜"实例(存活max_age)→ SIGKILL 接管(自愈)
"""
import subprocess as _sp, os as _os, sys as _sys
my_pid = _os.getpid()
try:
out = _sp.run(["ps", "-C", "python3", "-o", "pid,etimes,cmd"],
capture_output=True, text=True, timeout=10).stdout
for line in out.splitlines():
if "price_monitor.py" not in line:
continue
parts = line.split(None, 2)
if len(parts) < 3:
continue
try:
pid = int(parts[0]); age = int(parts[1])
except ValueError:
continue
if pid == my_pid:
continue
if age > max_age_sec:
try:
_os.kill(pid, 9)
print(f"[guard] SIGKILL卡死实例 pid={pid} age={age}s", flush=True)
except ProcessLookupError:
pass
else:
print(f"[guard] 已有新鲜实例 pid={pid} age={age}s 在跑, 本实例退出", flush=True)
_sys.exit(0)
except Exception as _e:
print(f"[guard] 守卫异常(放行): {_e}", flush=True)
def main():
"""每cron触发跑一轮"""
_singleton_guard(max_age_sec=300)
run_once()
if __name__ == "__main__":
main()