知微
fa3fc93f25
- data_governance.py: holding_strategies去重(1642→345) - 检查缺失策略的持仓(中际旭创已补) - 深套持仓统计 - 中际旭创(300308)技术面策略已生成 - 止损1287 止盈1453 买入区1297~1350 RR=3.59 - 深套解套方向: 丘钛科技 -48% → 反弹到9.7卖1/3 万科企业 -53% → 反弹到2.8卖1/3 紫金矿业 -36% → 反弹到30.4卖1/3 比亚迪股份 -27% → 反弹到89.8卖1/3 中科电气 -32% → 反弹到18.6卖1/3
94 lines
3.0 KiB
Python
94 lines
3.0 KiB
Python
#!/usr/bin/env python3
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"""data_governance.py — MoFin 数据治理 (no_agent)
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1. holding_strategies 去重归档
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2. 检查缺失策略的持仓
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3. 报告数据健康状况
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"""
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import json, sqlite3
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from pathlib import Path
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from datetime import datetime
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BASE = Path("/home/hmo/MoFin")
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DATA = BASE / "data"
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DB_PATH = DATA / "mofin.db"
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DECISIONS_PATH = DATA / "decisions.json"
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def clean_holding_strategies(conn):
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"""归档旧策略，只保留每只股票最新一条"""
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codes = conn.execute(
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"SELECT code, COUNT(*) as cnt, MAX(created_at) as latest "
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"FROM holding_strategies GROUP BY code HAVING cnt > 1"
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).fetchall()
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total_archived = 0
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for code, cnt, latest in codes:
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# 标记除了最新一条以外的所有记录为已归档
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conn.execute(
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"UPDATE holding_strategies SET superseded_at=? "
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"WHERE code=? AND created_at<? AND superseded_at IS NULL",
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(datetime.now().isoformat(), code, latest))
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total_archived += cnt - 1
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return total_archived
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def check_missing_strategies(conn, decisions_list):
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"""检查持仓股中哪些没有对应的策略记录"""
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holdings = [d for d in decisions_list if d.get("type") == "持仓策略" and d.get("status") != "closed"]
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missing = []
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for h in holdings:
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code = h["code"]
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row = conn.execute(
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"SELECT id FROM holding_strategies WHERE code=? AND superseded_at IS NULL LIMIT 1",
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(code,)).fetchone()
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if not row:
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missing.append(h)
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return missing
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def main():
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conn = sqlite3.connect(str(DB_PATH))
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# 1. 清理 holding_strategies
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archived = clean_holding_strategies(conn)
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conn.commit()
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remaining = conn.execute(
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"SELECT COUNT(*) FROM holding_strategies WHERE superseded_at IS NULL").fetchone()[0]
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print(f"holding_strategies: 归档{archived}条过期记录 | 剩余活跃{remaining}条")
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# 2. 检查缺失策略的持仓
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decisions = json.loads(DECISIONS_PATH.read_text())
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decisions_list = decisions.get("decisions", [])
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missing = check_missing_strategies(conn, decisions_list)
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if missing:
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print(f"\n⚠️ {len(missing)}只持仓没有对应策略记录:")
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for m in missing:
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print(f" {m.get('name','?')}({m['code']}): {m.get('type','')}")
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else:
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print("✅ 所有持仓都有策略记录")
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# 3. 深套统计
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deep = []
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for d in decisions_list:
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cost = d.get("cost", 0) or d.get("avg_price", 0) or 0
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price = d.get("price", 0)
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if cost > 0 and price > 0:
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loss = (price - cost) / cost * 100
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if loss < -25:
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deep.append((d.get("name",""), d["code"], loss, d.get("stop_loss",0)))
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if deep:
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print(f"\n🔴 {len(deep)}只深套(>-25%):")
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for name, code, loss, sl in deep:
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print(f" {name}({code}): {loss:.0f}% 止损={sl}")
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else:
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print("\n✅ 无深套持仓")
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conn.close()
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if __name__ == "__main__":
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main()
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