102 lines
3.3 KiB
Python
102 lines
3.3 KiB
Python
#!/usr/bin/env python3
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"""clean_watchlist.py - 自选池进出管理
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逻辑：
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1. 持仓里有 + 自选里也有 → 从自选移除
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2. 曾持仓但已清仓 → 加回自选
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被 import_holding_xls 调用（持仓变动的副作用），不再独立 cron 触发。
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"""
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import os, sys
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sys.path.insert(0, os.path.dirname(os.path.dirname(os.path.abspath(__file__))))
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from mo_data import read_portfolio, read_decisions, read_watchlist
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from mofin_db import get_conn, write_watchlist_stock, write_holding_strategy
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def main():
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holding_codes = set()
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pf = read_portfolio()
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for h in pf.get("holdings", []):
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c = h.get("code", "")
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if c:
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holding_codes.add(c)
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print(f"持仓 codes: {sorted(holding_codes)}")
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wl = read_watchlist()
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stocks = wl.get("stocks", [])
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before = len(stocks)
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new_stocks = [s for s in stocks if s.get("code") not in holding_codes]
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removed = [s for s in stocks if s.get("code") in holding_codes]
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after = len(new_stocks)
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wl["stocks"] = new_stocks
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conn = get_conn()
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for s in wl.get("stocks", []):
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s.setdefault("currency", "CNY")
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write_watchlist_stock(conn, s)
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conn.close()
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print(f"\n自选: {before} -> {after} 只")
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print(f"移除 {len(removed)} 只:")
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for r in removed:
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print(f" {r['code']} {r.get('name', '')}")
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dec = read_decisions()
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dec_changed = 0
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for d in dec.get("decisions", []):
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code = d.get("code", "")
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if code in [r["code"] for r in removed]:
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if d.get("tag") == "watchlist":
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d["tag"] = "managed_by_holdings"
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dec_changed += 1
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if dec_changed:
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conn = get_conn()
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for d in dec.get("decisions", []):
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write_holding_strategy(conn, d.get("code", ""), d.get("name", ""), d)
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conn.close()
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print(f"\ndecisions: {dec_changed} 只更新标签")
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prev_held = {}
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for d in dec.get("decisions", []):
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code = d.get("code", "")
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exec_info = d.get("execution", {})
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if exec_info and exec_info.get("status") in ("sold", "closed") and code not in holding_codes:
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prev_held[code] = {
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"name": d.get("name", code),
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"entry_low": d.get("entry_low", 0),
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"entry_high": d.get("entry_high", 0),
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}
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if prev_held:
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wl_stock_codes = set(s.get("code", "") for s in new_stocks)
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added = 0
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for code, info in sorted(prev_held.items()):
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if code not in wl_stock_codes and code not in holding_codes:
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new_stocks.append({
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"code": code,
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"name": info["name"],
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"entry_low": info.get("entry_low", 0) or 0,
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"entry_high": info.get("entry_high", 0) or 0,
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"stop_loss": 0,
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"tag": "recovered_from_sold",
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})
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added += 1
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print(f" <- 已清仓加回自选: {code} {info['name']}")
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if added:
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wl["stocks"] = new_stocks
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conn = get_conn()
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for s in wl.get("stocks", []):
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s.setdefault("currency", "CNY")
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write_watchlist_stock(conn, s)
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conn.close()
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print(f"\n反过程: {added} 只清仓股已加回自选")
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print("\nDONE")
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if __name__ == "__main__":
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main()
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