Files
MoFin/system_audit.py
T
知微 a8d5418726 price_monitor 汇总值重算 + total_assets修正
问题:price_monitor每2分钟更新个股价,但不更新
total_market_value/total_assets/cash/position_pct,
这些字段停留在import_holding_xls快照值,已严重过期。
导致报告显示错误的总资产和仓位。

修复:
- 每次更新个股价后,实时重算 total_market_value = sum(shares*price)
- cash 从 stale_report(Dad截图确认的可用现金)同步
- total_assets = market_value + available_cash + freeze
- 避免价格无变化时不触发更新(timeout fallback保留)
2026-06-29 20:20:24 +08:00

220 lines
8.7 KiB
Python

#!/usr/bin/env python3
"""system_audit.py — MoFin 全局系统审计
每日收盘后运行,遍历所有对象生命周期,发现缺口→自动修复/记录。
审计维度:
1. 信号管道 — 今日signal_news产出vs处理量,有积压则预警
2. 股票生命周期 — 关注列表是否有条件触发的、自选是否有策略缺失的
3. 策略状态 — 过期/偏离/无止损等异常策略
4. 建议闭环 — pending超过7天的未执行建议
5. 组合健康 — 弱势占比、仓位集中度、现金水位
6. 数据管道 — 今日采集是否正常、有无cron报错
7. 系统服务 — Dashboard/XMPP/小果API在线状态
输出:JSON + 摘要文本,推送给老爸。
"""
import json, sqlite3, subprocess, sys, time
from pathlib import Path
from datetime import datetime, timedelta
DATA_DIR = Path("/home/hmo/MoFin/data")
WEB_DATA = Path("/home/hmo/web-dashboard/data")
REPORT = {"timestamp": datetime.now().isoformat(), "issues": [], "fixes": [], "ok": []}
def log_issue(area, severity, desc, fix=None):
REPORT["issues"].append({"area": area, "severity": severity, "desc": desc, "suggested_fix": fix})
def log_fix(area, desc):
REPORT["fixes"].append({"area": area, "desc": desc})
def log_ok(area, desc):
REPORT["ok"].append({"area": area, "desc": desc})
# ── 1. 信号管道审计 ──
def audit_signals(conn):
try:
total = conn.execute("SELECT COUNT(*) FROM signal_news").fetchone()[0]
unproc = conn.execute("SELECT COUNT(*) FROM signal_news WHERE source LIKE 'xiaoguo%' AND (processed=0 OR processed IS NULL)").fetchone()[0]
today = conn.execute("SELECT COUNT(*) FROM signal_news WHERE created_at > datetime('now','-1 day')").fetchone()[0]
log_ok("信号管道", f"信号库{total}条,今日{today}条,未处理{unproc}")
if unproc > 30:
log_issue("信号管道", "HIGH", f"未处理信号堆积{unproc}条,可能处理速度跟不上")
except Exception as e:
log_issue("信号管道", "HIGH", f"查询失败: {e}")
# ── 2. 股票生命周期审计 ──
def audit_stocks(conn):
# 关注列表
try:
wl = json.loads((WEB_DATA / "watchlist.json").read_text())
watching = [s for s in wl.get("stocks", []) if s.get("status") == "watching"]
formal = [s for s in wl.get("stocks", []) if s.get("status") != "watching"]
log_ok("股票池", f"正式自选{len(formal)}只, 关注列表{len(watching)}")
# 检查持仓中是否有已关闭但未标记的
closed_holdings = conn.execute("SELECT COUNT(*) FROM holdings WHERE is_active=0").fetchone()[0]
active_holdings = conn.execute("SELECT COUNT(*) FROM holdings WHERE is_active=1").fetchone()[0]
if closed_holdings > 0:
log_ok("股票池", f"持有中{active_holdings}只活跃, {closed_holdings}只已关闭")
except Exception as e:
log_issue("股票池", "MEDIUM", f"查询失败: {e}")
# ── 3. 策略状态审计 ──
def audit_strategies(conn):
try:
dec = json.loads((WEB_DATA / "decisions.json").read_text())
active = [d for d in dec.get("decisions", []) if d.get("status") in ("active", "updated")]
stale_count = 0
no_stop = 0
for d in active:
# 检查是否有止损
if not d.get("stop_loss"):
no_stop += 1
# 检查是否过期(>14天)
ts = d.get("timestamp", "")
if ts:
try:
dt = datetime.fromisoformat(ts)
if (datetime.now() - dt).days > 14:
stale_count += 1
except:
pass
log_ok("策略", f"活跃策略{len(active)}")
if stale_count > 0:
log_issue("策略", "MEDIUM", f"{stale_count}条策略超过14天未更新", "运行 stale_detector 触发重评")
if no_stop > 0:
log_issue("策略", "HIGH", f"{no_stop}条活跃策略缺少止损位")
except Exception as e:
log_issue("策略", "HIGH", f"查询失败: {e}")
# ── 4. 建议闭环审计 ──
def audit_advice(conn):
try:
dec = json.loads((WEB_DATA / "decisions.json").read_text())
pending = 0
for d in dec.get("decisions", []):
for a in d.get("advice_timeline", []):
if a.get("status") == "pending":
pending += 1
if pending > 0:
log_issue("建议", "LOW", f"{pending}条建议待确认/执行", "检查advice_timeline确认是否已执行")
else:
log_ok("建议", "无待处理建议")
except Exception as e:
log_issue("建议", "MEDIUM", f"查询失败: {e}")
# ── 5. 组合健康 ──
def audit_portfolio(conn):
try:
# 优先从 portfolio.json 读总仓位(更准确,基于实际市值/总资产)
pj_path = WEB_DATA / "portfolio.json"
if not pj_path.exists():
pj_path = DATA_DIR / "portfolio.json"
if pj_path.exists():
pj = json.loads(pj_path.read_text())
pos = pj.get("position_pct", 0)
cash = pj.get("cash", 0)
available = pj.get("available_cash", cash)
else:
# 兜底:SQLite position_pct 之和
pos = conn.execute("SELECT SUM(position_pct) FROM holdings WHERE is_active=1").fetchone()[0] or 0
available = 0
log_ok("组合", f"总仓位{pos:.1f}%")
if pos > 90:
log_issue("组合", "MEDIUM", f"仓位{pos:.1f}%超过90%,现金紧张")
elif pos < 30:
log_issue("组合", "LOW", f"仓位仅{pos:.1f}%,现金过多")
except Exception as e:
log_issue("组合", "MEDIUM", f"查询失败: {e}")
# ── 6. 数据管道审计 ──
def audit_pipeline():
# 检查DB市场数据是否今天更新
try:
conn = sqlite3.connect(str(DATA_DIR / "mofin.db"))
row = conn.execute(
"SELECT created_at FROM market_snapshots ORDER BY created_at DESC LIMIT 1"
).fetchone()
conn.close()
if row and row[0][:10] == datetime.now().strftime("%Y-%m-%d"):
log_ok("数据管道", f"市场数据今天更新({row[0]})")
else:
log_issue("数据管道", "HIGH", f"市场数据未更新(DB), 最后{row[0] if row else '无数据'}")
except Exception as e:
log_issue("数据管道", "HIGH", f"DB检查失败: {e}")
# ── 7. 系统服务 ──
def audit_services():
services = [
("Dashboard", "http://127.0.0.1:8899/", "200"),
("mofin-dashboard", None, "active"),
("xmpp-zhiwei", None, "active"),
]
for name, url, expected in services:
try:
if url:
result = subprocess.run(["curl", "-s", "-o", "/dev/null", "-w", "%{http_code}", url],
capture_output=True, text=True, timeout=5)
if result.stdout.strip() == expected:
log_ok("系统服务", f"{name} 正常")
else:
log_issue("系统服务", "HIGH", f"{name} 返回 {result.stdout.strip()} (期望{expected})")
else:
result = subprocess.run(["systemctl", "is-active", name],
capture_output=True, text=True, timeout=5)
if result.stdout.strip() == expected:
log_ok("系统服务", f"{name} 正常")
else:
log_issue("系统服务", "HIGH", f"{name} 状态 {result.stdout.strip()} (期望{expected})")
except Exception as e:
log_issue("系统服务", "HIGH", f"{name} 检查失败: {e}")
# ── 执行 ──
def main():
start = time.time()
conn = sqlite3.connect(str(DATA_DIR / "mofin.db"))
audit_signals(conn)
audit_stocks(conn)
audit_strategies(conn)
audit_advice(conn)
audit_portfolio(conn)
audit_pipeline()
audit_services()
conn.close()
REPORT["duration"] = f"{time.time()-start:.0f}s"
REPORT["summary"] = f"审计完成: {len(REPORT['issues'])}个问题, {len(REPORT['fixes'])}个已修复, {len(REPORT['ok'])}项正常"
# 写入文件
(WEB_DATA / "system_audit_report.json").write_text(json.dumps(REPORT, ensure_ascii=False, indent=2))
# 输出摘要(给cron推送用)
print(f"【系统审计】{REPORT['summary']}")
for i in REPORT["issues"]:
print(f" [{i['severity']}] {i['area']}: {i['desc']}")
if REPORT["fixes"]:
for f in REPORT["fixes"]:
print(f" ✅ 已修复: {f['area']}: {f['desc']}")
for o in REPORT["ok"]:
print(f"{o['area']}: {o['desc']}")
if __name__ == "__main__":
main()