hmo
a40b97f5ca
Gap (reported by user via zhiwei): premarket full review updated technical
params but full_analysis (12-dim LLM matrix) was empty for new holdings
and stale for old ones — batch_reassess existed but was never wired into
the daily pipeline and only covered watchlist.
System fix:
- premarket_full_review.py: new Step 1.5 runs batch_reassess --type
holding --today every trading day 08:10 (force-refresh today's analysis,
timeout 3600s, result in summary.json)
- batch_reassess.py:
- coverage: --type holding|watchlist|all (was watchlist-only)
- staleness: analysis >20h stale gets refreshed (was: skip if any
analysis exists = forever stale)
- --today flag: force re-analyze if not reassessed since 04:00 today
- cash/total read live from portfolio_summary (was hardcoded 321271/
952879 from weeks ago)
- HK stock prefix fix (5-digit codes -> hk, was sending sz00700)
- watchlist_12d_backfill.py: wrapper for hermes cron (no args support)
- cron job '批量补全九维分析-一次性' -> '自选12维分析补全-每日午间'
(daily 12:30 weekdays, covers 109 watchlist stocks missing analysis)
Verified: 300308 got 1920-char 12-dim analysis written to DB at 08:41,
signal=观望, stop/take-profit updated.
25 lines
1.1 KiB
Python
25 lines
1.1 KiB
Python
import sqlite3
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conn = sqlite3.connect('/home/hmo/MoFin/data/mofin.db')
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print('=== portfolio_summary schema ===')
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for r in conn.execute("SELECT sql FROM sqlite_master WHERE name='portfolio_summary'"):
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print(r[0])
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print()
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print('=== latest row ===')
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cur = conn.execute('SELECT * FROM portfolio_summary ORDER BY id DESC LIMIT 1')
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cols = [d[0] for d in cur.description]
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row = cur.fetchone()
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for c, v in zip(cols, row):
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print(f' {c} = {v}')
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print()
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print('=== decision_type distribution ===')
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for r in conn.execute("SELECT decision_type, COUNT(*) FROM holding_strategies WHERE status='active' GROUP BY decision_type"):
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print(f' {r[0]}: {r[1]}')
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print()
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print('=== full_analysis staleness ===')
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for r in conn.execute("""
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SELECT decision_type,
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SUM(CASE WHEN full_analysis IS NULL OR LENGTH(full_analysis)<500 THEN 1 ELSE 0 END) as missing,
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SUM(CASE WHEN LENGTH(full_analysis)>=500 THEN 1 ELSE 0 END) as has_fa,
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COUNT(*) as total
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FROM holding_strategies WHERE status='active' GROUP BY decision_type"""):
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print(f' {r[0]}: missing={r[1]} has={r[2]} total={r[3]}') |