hmo a40b97f5ca
feat(analysis): systematic daily 12-dim LLM analysis for holdings+watchlist ...
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.
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hmo
a40b97f5ca