Files
MoFin/scripts/sync_decisions_to_db.py
T
知微 7b4826777a 自选股自动重评机制+000850华茂股份全面重评
1. stale_detector新增自选股买入区偏离自动重评:
   - 每轮扫描watchlist_stocks, price偏离买入区中心>15%自动触发per_stock_reassess
   - 之前只标记[STRATEGY_STALE]不输出,改为标记+触发重评两步完成
   - 策略完毕直接输出结果,不再等下次cron通知

2. 000850华茂股份全面重评:
   - 核心价值:纺织是壳,金融股权投资才是核心(国泰海通/广发/徽商银行)
   - PB=0.78破净, 7月3日分红3675万占年净利17.85%
   - 7/16临时股东会催化剂
   - 结论:3.70~3.90区间可建仓1~2%,止损3.50,止盈4.30
   - 修复:之前说'观望不建仓'是错的,低估了破净安全垫

3. watchlist_stocks DB加000850记录
2026-07-07 11:20:04 +08:00

93 lines
3.3 KiB
Python

#!/usr/bin/env python3
"""将 decisions.json 全量同步到 SQLite holding_strategies 表"""
import json, sqlite3, sys
DECISIONS_PATH = '/home/hmo/web-dashboard/data/decisions.json'
DB_PATH = '/home/hmo/web-dashboard/data/mofin.db'
def main():
# 读 decisions.json
with open(DECISIONS_PATH) as f:
data = json.load(f)
entries = data.get('decisions', [])
print(f'Read {len(entries)} entries from decisions.json')
db = sqlite3.connect(DB_PATH)
# 先清空 holding_strategies(全量重建更干净)
db.execute('DELETE FROM holding_strategies')
inserted = 0
for d in entries:
code = d.get('code')
if not code:
continue
# 从 decisions.json 提取字段,映射到 DB schema
sql = '''INSERT INTO holding_strategies (
code, name, version, price, cost, shares,
stop_loss, take_profit, entry_low, entry_high,
currency, strategy_type, action, timing_signal,
rr_ratio, tech_snapshot, stock_category, sector_context,
status, trigger_json, changelog_json, source, reason,
created_at, updated_at,
avg_price, decision_timestamp, note, decision_type
) VALUES (?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?)'''
# 确定 type/strategy_type
stype = d.get('strategy_type') or d.get('type') or '持仓策略'
# decision_type = d.get('decision_type') or stype
decision_type = stype
vals = (
code,
d.get('name', ''),
d.get('version', 1),
d.get('price'),
d.get('cost'),
d.get('shares', 0),
d.get('stop_loss'),
d.get('take_profit'),
d.get('entry_low'),
d.get('entry_high'),
d.get('currency', 'CNY' if code.startswith(('6','0','3','5')) else 'HKD'),
stype,
d.get('action', ''),
d.get('timing_signal', ''),
d.get('rr_ratio'),
d.get('tech_snapshot'),
d.get('stock_category'),
d.get('sector_context'),
d.get('status', 'active'),
json.dumps(d.get('trigger', {}), ensure_ascii=False) if d.get('trigger') else d.get('trigger_json'),
json.dumps(d.get('changelog', []), ensure_ascii=False) if d.get('changelog') else d.get('changelog_json'),
d.get('source', 'auto'),
d.get('reason'),
d.get('created_at'),
d.get('updated_at'),
d.get('avg_price'),
d.get('decision_timestamp') or d.get('timestamp'),
d.get('note'),
decision_type,
)
try:
db.execute(sql, vals)
inserted += 1
except Exception as e:
print(f'Error inserting {code} ({d.get("name")}): {e}')
db.commit()
# 验证
cnt = db.execute('SELECT COUNT(*) FROM holding_strategies').fetchone()[0]
active = db.execute('SELECT COUNT(*) FROM holding_strategies WHERE status IN ("active","updated")').fetchone()[0]
db.close()
print(f'Synced: {inserted} rows inserted')
print(f'holding_strategies: {cnt} total, {active} active/updated')
return 0 if inserted > 0 else 1
if __name__ == '__main__':
sys.exit(main())