211 lines
7.8 KiB
Python
211 lines
7.8 KiB
Python
#!/usr/bin/env python3
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# -*- coding: utf-8 -*-
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"""fund_flow_alert.py — 资金流突变处理（2026-08-13 老莫设计）
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核心逻辑（老莫定）：
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- 正面突变（主力连续流入/超大单转入）→ 触发选股分析（入自选流程）
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- 负面突变（超大单转出/单日暴量，持仓股）→ 触发重评 + XMPP 发评估报告（不论结果）
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- 冷却：同 _can_push（同股同类型 1 小时）
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在 capital_flow_collector 采集完成后调用。
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"""
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import sys
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import json
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import sqlite3
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import subprocess
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from pathlib import Path
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from datetime import datetime
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_SCRIPT_DIR = Path(__file__).resolve().parent
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sys.path.insert(0, str(_SCRIPT_DIR))
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sys.path.insert(0, "/home/hmo/MoFin")
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DB = "/home/hmo/MoFin/data/mofin.db"
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XMPP_SEND = "http://127.0.0.1:5805/"
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COOLDOWN_FILE = "/home/hmo/.hermes/.fund_flow_alert_cooldown.json"
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COOLDOWN_SEC = 3600 # 1 小时（同 _can_push）
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def _load_cooldown():
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try:
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if Path(COOLDOWN_FILE).exists():
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return json.loads(Path(COOLDOWN_FILE).read_text())
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except Exception:
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pass
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return {}
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def _save_cooldown(cd):
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try:
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Path(COOLDOWN_FILE).write_text(json.dumps(cd))
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except Exception:
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pass
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def _can_alert(code, alert_type):
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"""冷却：同股同类型 1 小时内不重复"""
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cd = _load_cooldown()
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key = f"{code}_{alert_type}"
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last = cd.get(key, 0)
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now = datetime.now().timestamp()
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if now - last < COOLDOWN_SEC:
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return False
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cd[key] = now
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_save_cooldown(cd)
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return True
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def _is_holding(code):
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"""是否持仓股"""
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conn = sqlite3.connect(DB, timeout=10)
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r = conn.execute("SELECT shares FROM holdings WHERE code=? AND is_active=1 AND shares>0", (code,)).fetchone()
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conn.close()
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return bool(r and r[0] > 0)
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def _is_watchlist(code):
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"""是否自选股"""
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conn = sqlite3.connect(DB, timeout=10)
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r = conn.execute("SELECT code FROM holding_strategies WHERE code=? AND status='active' AND decision_type='自选策略'", (code,)).fetchone()
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conn.close()
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return bool(r)
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def _send_xmpp(text):
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"""消息出口——2026-08-24 老莫新规则：资金流异动属"无操作建议"信息，只进 broadcast
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归档不推 XMPP；若重评产出操作级结论，由 reconcile→tag→推荐通道自行推送，不重复。"""
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try:
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from messenger import send as _msend
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_msend(title="资金流异动", content=text, source="fund_flow_alert.py", channel="broadcast")
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except Exception as e:
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print(f"[broadcast失败] {e}", file=sys.stderr)
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def process_flow_alerts(all_flows):
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"""处理资金流突变。all_flows: {code: {flow, analysis}}"""
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import urllib.request
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if not all_flows:
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return
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positive_alerts = [] # 正面突变（选股候选）
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negative_alerts = [] # 负面突变（持仓重评）
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for code, data in all_flows.items():
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if not data:
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continue
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analysis = data.get("analysis", {})
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alerts = analysis.get("alerts", [])
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if not alerts:
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continue
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name = data.get("name") or ""
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if not name: # 2026-08-24 名称兜底：资金流数据无name时查stocks(红线13:不得以code冒充name)
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try:
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import sqlite3 as _sq3
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_nc = _sq3.connect("/home/hmo/MoFin/data/mofin.db", timeout=5)
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_nr = _nc.execute("SELECT name FROM stocks WHERE code=?", (code,)).fetchone()
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_nc.close()
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name = _nr[0] if _nr and _nr[0] and _nr[0] != code else code
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except Exception:
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name = code
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pattern = analysis.get("pattern", "")
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trend = analysis.get("trend", "")
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for alert in alerts:
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# 判断正负面
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is_positive = any(k in alert for k in ["连续3日净流入", "转为净买入", "由出转入"])
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is_negative = any(k in alert for k in ["转为净卖出", "由入转出", "异常", "出货嫌疑"])
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if is_positive:
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# 正面突变 → 选股分析候选
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if _can_alert(code, "positive"):
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positive_alerts.append({
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"code": code, "name": name, "alert": alert,
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"pattern": pattern, "trend": trend,
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})
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elif is_negative:
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# 负面突变 → 持仓股才重评
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if _is_holding(code) and _can_alert(code, "negative"):
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negative_alerts.append({
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"code": code, "name": name, "alert": alert,
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"pattern": pattern, "trend": trend,
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})
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# 正面突变：触发选股分析（写候选池）
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if positive_alerts:
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print(f"[资金流突变] 正面 {len(positive_alerts)} 只 → 触发选股分析", flush=True)
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_trigger_candidate_analysis(positive_alerts)
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# 负面突变：持仓股触发重评 + XMPP 报告
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if negative_alerts:
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print(f"[资金流突变] 负面 {len(negative_alerts)} 只（持仓）→ 触发重评+报告", flush=True)
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_trigger_holding_reassess(negative_alerts)
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def _trigger_candidate_analysis(alerts):
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"""正面突变 → 触发选股分析（写候选池，走 candidate_filter 流程）"""
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conn = sqlite3.connect(DB, timeout=30)
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conn.execute("PRAGMA busy_timeout=30000")
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now = datetime.now().strftime("%Y-%m-%d %H:%M:%S")
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for a in alerts:
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try:
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# 写入 candidates 候选池（资金流突变来源）
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conn.execute(
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"""INSERT OR IGNORE INTO candidates
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(code, name, source, reason, created_at)
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VALUES (?,?,?,?,?)""",
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(a["code"], a["name"], "fund_flow_positive",
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f"资金流突变: {a['alert']} | {a['pattern']}", now)
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)
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except Exception as e:
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print(f" 候选写入失败 {a['code']}: {e}", file=sys.stderr)
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conn.commit()
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conn.close()
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# XMPP 通知（正面突变候选）
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codes_str = ", ".join(f"{a['name']}({a['code']})" for a in alerts[:5])
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_send_xmpp(f"📈 资金流正面突变 {len(alerts)} 只 → 已入候选池待选股分析：{codes_str}")
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def _trigger_holding_reassess(alerts):
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"""负面突变（持仓股）→ 触发重评 + XMPP 发评估报告"""
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for a in alerts:
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code = a["code"]
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name = a["name"]
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# 触发重评
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try:
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r = subprocess.run(
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[sys.executable, str(_SCRIPT_DIR / "per_stock_reassess.py"), code],
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capture_output=True, text=True, timeout=300, cwd=str(_SCRIPT_DIR), # 2026-08-24 120→300(LLM12维实测104-200s,120必超时)
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)
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reassess_out = (r.stdout or "").strip()[-500:] if r.stdout else "无输出"
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except Exception as e:
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reassess_out = f"重评异常: {e}"
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# XMPP 报告（不论结果）
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report = (
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f"📉 资金流负面突变（持仓）\n"
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f"{name}({code})\n"
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f"突变: {a['alert']}\n"
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f"形态: {a['pattern']} | 趋势: {a['trend']}\n"
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f"重评: {reassess_out[:300]}"
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)
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_send_xmpp(report)
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print(f" {name}({code}) 重评+报告已发", flush=True)
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if __name__ == "__main__":
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# 测试：读 capital_flow_cache 找突变
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conn = sqlite3.connect(DB, timeout=30)
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conn.execute("PRAGMA busy_timeout=30000")
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try:
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row = conn.execute("SELECT cache_json FROM capital_flow_cache ORDER BY updated_at DESC LIMIT 1").fetchone()
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if row:
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cache = json.loads(row[0])
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all_flows = cache.get("stocks", {})
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print(f"capital_flow_cache 股票数: {len(all_flows)}")
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process_flow_alerts(all_flows)
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else:
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print("capital_flow_cache 无数据")
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except Exception as e:
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print(f"读取 capital_flow_cache 失败: {e}", file=sys.stderr)
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conn.close()
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