84 lines
3.1 KiB
Python
84 lines
3.1 KiB
Python
#!/usr/bin/env python3
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"""premarket_full_review.py — 盘前全量重评
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执行顺序：
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1. regenerate_all() 全量技术参数重评（持仓+自选）
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2. batch_reassess.py --type holding --today 持仓12维LLM分析（每日强制刷新）
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3. watchlist_auto_exit() 自选退出检查
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4. 输出摘要
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调度：交易日 08:10（A股09:30开盘）
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"""
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import sys, os, json
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sys.path.insert(0, '/home/hmo/MoFin')
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# Step 0: 持仓对账兜底（每日重评前确认 holdings 与 holding_strategies 对齐）
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print("=" * 50)
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print("🔄 Step 0: 持仓对账兜底")
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print("=" * 50)
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try:
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from holdings_reconciliation import main as _recon
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_recon()
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print("✅ 持仓对账完成")
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except Exception as e:
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print(f"⚠️ 持仓对账失败: {e}（继续重评）")
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# Step 1: 全量技术参数重评
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print("=" * 50)
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print("📊 盘前全量重评开始")
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print("=" * 50)
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from strategy_lifecycle import regenerate_all
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result = regenerate_all(stdout=True)
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print(f"\n重评完成: {result.get('ok',0)}/{result.get('total',0)}成功")
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# Step 1.5: 持仓 12 维 LLM 深度分析——后台分离执行（12-40分钟，不能阻塞 cron 的 120s 超时）
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print("\n" + "=" * 50)
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print("🧠 持仓12维LLM分析（后台分离启动）")
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print("=" * 50)
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import subprocess as _sp
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analysis_result = {"mode": "detached"}
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try:
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_log = open("/tmp/holdings_12d_daily.log", "a")
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# 2026-08-19 修复：老莫第4类重评要求"所有池子(自选+持仓)一一重评"
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# 原只启动 holding 12维LLM，自选池无盘前LLM重评 → 现在同时启动 holding + watchlist
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_sp.Popen(
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["python3", "/home/hmo/.hermes/profiles/position-analyst/scripts/batch_reassess.py",
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"--type", "holding", "--today"],
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stdout=_log, stderr=_log, start_new_session=True)
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_sp.Popen(
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["python3", "/home/hmo/.hermes/profiles/position-analyst/scripts/batch_reassess.py",
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"--type", "watchlist", "--today"],
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stdout=_log, stderr=_log, start_new_session=True)
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print(" ✅ 持仓+自选12维LLM分析已后台启动（各自落DB，不阻塞盘前流程）")
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except Exception as e:
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print(f" ⚠️ 12维分析启动失败: {e}")
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analysis_result = {"mode": "detached", "error": str(e)[:100]}
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# Step 2: 自选退出
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print("\n" + "=" * 50)
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print("🔍 自选退出检查")
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print("=" * 50)
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from watchlist_auto_exit import main as auto_exit
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# ── 消息通道统一路由(broadcast/xmpp by delivery) ──
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try:
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from messenger import install_stdio_hook as _msh
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_msh()
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except Exception:
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pass
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exited = auto_exit(dry_run=False)
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# Step 3: 写入摘要供开盘简报引用
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summary = {
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"premarket_at": __import__('datetime').datetime.now().isoformat(),
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"reassess": result,
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"llm_analysis_12d": analysis_result,
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"auto_exit": [{"code": c, "name": n, "reason": r} for c, n, s, r in exited],
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"total_kept": result.get('total', 0) - len(exited),
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}
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os.makedirs("/tmp/mofin_premarket", exist_ok=True)
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with open("/tmp/mofin_premarket/summary.json", "w") as f:
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json.dump(summary, f, ensure_ascii=False, indent=2)
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print(f"\n✅ 盘前重评完毕")
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