Files
MoFin/deploy/profile-scripts/promote_candidates.py
T
hmo de9927a627 重评核心重构:ds-v4-pro + 原策略全文 + strategy_history + 前端三改造
后端(重评管线):
- 新增 llm_client.py 共享客户端: REASSESS_MODEL=deepseek-v4-pro 单点,
  gateway预检(fail-fast), 150s超时+1次重试, 永不抛异常
- batch_reassess/per_stock_reassess: curl/urllib -> call_llm,
  prompt传入原策略全文+当前参数+最近3条变更, 输出 维持/修改判断+
  修改点理由+最终新策略, max_tokens 4096
- mofin_db: 新增 strategy_history 表 + snapshot_strategy_history(),
  write_holding_strategy 覆写前自动快照(保留20条/code)
- mofin_db: holding_strategies 补 tag 列迁移 + 写入保留
  (tag缺席=保留旧值, 显式传''=允许清除), 修复推荐标签被静默丢弃
- mo_data.read_decisions: SELECT 补 tag
- stale_detector/promote_candidates: 子进程超时 240/60 -> 480s

前端:
- 移除 报告Tab -> mofin_health 全部流程/Cron 表加 最后十次 列
  (modal列表->详情), /api/reports 支持 cron+script 多路匹配
  (jobs.json name->id 解析 + 文件名/标题子串兜底)
- 移除 决策库Tab
- 盯盘Tab 重构: 全部持仓+自选, sort_group 分组(推荐/持仓/自选),
  推荐行琥珀高亮+🔥badge+行内策略, 新增 操作策略 列查看
  最近3次完整策略(/api/strategy_history/<code>, 表缺失时降级当前行)
- 提示词Tab: registry.py 数据路径改回 /home/hmo/MoFin/data/prompts
  (红线: 数据只在规范数据根), 空态提示初始化命令
2026-07-20 23:51:24 +08:00

137 lines
5.3 KiB
Python

#!/usr/bin/env python3
"""promote_candidates.py — 自动提拔候选股入自选
从 candidates 表读未提拔的候选,评估后自动加入 holding_strategies。
"""
import sys, json, sqlite3
from pathlib import Path
from datetime import datetime
DB_PATH = Path("/home/hmo/MoFin/data/mofin.db")
def main():
conn = sqlite3.connect(str(DB_PATH), timeout=30)
conn.execute("PRAGMA busy_timeout=30000")
conn.row_factory = sqlite3.Row
# 读未提拔候选(按评分降序)
rows = conn.execute("""
SELECT c.code, c.name, c.score_final, c.entry_range, c.stop_loss, c.target
FROM candidates c
WHERE (c.promoted IS NULL OR c.promoted = 0)
AND (c.dropped IS NULL OR c.dropped = 0)
AND c.score_final >= 4
ORDER BY c.score_final DESC
""").fetchall()
if not rows:
print("[PROMOTE] 无待提拔候选")
conn.close()
return
promoted = 0
for r in rows:
code = str(r[0])
name = r[1] or code
score = r[2] or 0
entry_range = r[3] or ""
sl = r[4] or 0
tp = r[5] or 0
# 解析 entry_range
el, eh = 0, 0
if "~" in entry_range:
parts = entry_range.split("~")
try:
el = float(parts[0])
eh = float(parts[1])
except: pass
# 查是否已在 holding_strategies
exists = conn.execute(
"SELECT id FROM holding_strategies WHERE code=? AND status='active'",
(code,)
).fetchone()
if exists:
conn.execute("UPDATE candidates SET promoted=1 WHERE code=?", (code,))
print(f" ⏭ {code} {name} 已在自选中,标记promoted")
continue
# 验证实时价格:无有效价格的候选股不入自选(防假数据污染)
try:
import subprocess, json as _jj
_r = subprocess.run(["python3", "/home/hmo/.hermes/profiles/position-analyst/scripts/stock_quote.py", code],
capture_output=True, text=True, timeout=10)
_q = _jj.loads(_r.stdout)
if float(_q.get("price", 0)) <= 0:
print(f" ⏭ {code} {name} 无实时价格,跳过")
continue
except Exception as _e:
print(f" ⏭ {code} {name} 价格获取失败({_e}),跳过")
continue
# 构建策略
now = datetime.now().strftime("%Y-%m-%d %H:%M:%S")
timing_signal = "买入" if score >= 7 else "关注"
price_est = (el + eh) / 2 if el > 0 and eh > 0 else 0
reason_text = []
if el > 0: reason_text.append(f"买{el}~{eh}")
if sl > 0: reason_text.append(f"损{sl}")
if tp > 0: reason_text.append(f"盈{tp}")
if sl > 0 and tp > 0 and price_est > 0:
rr = (tp - price_est) / (price_est - sl) if (price_est - sl) > 0 else 0
reason_text.append(f"RR{rr:.1f}")
reason_text.append(f"评分{score}")
action = " | ".join(reason_text) if reason_text else f"市场扫描发现(评分{score})"
cur = conn.execute("""
INSERT OR IGNORE INTO holding_strategies
(code, name, price, entry_low, entry_high, stop_loss, take_profit,
timing_signal, action, decision_type, strategy_type, status,
rr_ratio, stock_category, created_at, updated_at,
sector_context, quality_check)
VALUES (?,?,?,?,?,?,?,?,?,'自选策略','scan',
'active',0,'关注',?,?,'', 'pending')
""", (code, name, 0, el, eh, sl, tp, timing_signal, action, now, now))
newly_added = cur.rowcount > 0
conn.execute("UPDATE candidates SET promoted=1 WHERE code=?", (code,))
if newly_added:
promoted += 1
print(f" ✅ {code} {name} 评分{score} → 已加入自选({timing_signal})", flush=True)
else:
print(f" ⏭ {code} {name} 已在自选策略中,标记promoted", flush=True)
# 触发全量重评(生成完整9维策略)——仅新插入的股票需要
if newly_added:
try:
import subprocess as _sp
r = _sp.run(["python3", "/home/hmo/MoFin/scripts/per_stock_reassess.py", code],
capture_output=True, text=True, timeout=480)
if r.returncode == 0:
print(f" 重评完成", flush=True)
else:
print(f" 重评失败: {r.stderr.strip()[:100]}", flush=True)
except Exception as e:
print(f" 重评异常: {e}", flush=True)
conn.commit()
print(f"\n[PROMOTE] 本次提拔{promoted}只", flush=True)
# 推XMPP
if promoted > 0:
try:
import urllib.request
msg = f"📈 自动提拔{promoted}只候选入自选"
payload = json.dumps({"to": "hmo@yoin.fun", "body": msg, "type": "chat"}).encode()
req = urllib.request.Request("http://127.0.0.1:5805/", data=payload,
headers={"Content-Type": "application/json"})
urllib.request.urlopen(req, timeout=5)
except Exception:
pass
conn.close()
if __name__ == "__main__":
main()