755 lines
37 KiB
Python
755 lines
37 KiB
Python
#!/usr/bin/env python3
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"""
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per_stock_reassess.py — 按个股触发重评
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对每只传进来的 code 执行 reassess_with_context()，然后写入
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DB holding_strategies 表（纯DB模式，已移除JSON依赖）。
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"""
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import sys, json, os, re
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from datetime import datetime
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COOLDOWN_HOURS_TRADING = 1 # 交易时段冷却（1小时）
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COOLDOWN_HOURS_NONTRADING = 24 # 非交易时段冷却
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def _in_cooldown(code):
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"""检查个股是否在重评冷却期内"""
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try:
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import sqlite3
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conn = sqlite3.connect("/home/hmo/MoFin/data/mofin.db")
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r = conn.execute("SELECT reassessed_at FROM holding_strategies WHERE code=? AND status='active' ORDER BY id DESC LIMIT 1", (code,)).fetchone()
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conn.close()
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if not r or not r[0]:
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return False # 从未重评，立即执行
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last = datetime.fromisoformat(r[0])
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now = datetime.now()
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# 交易时段 vs 非交易时段
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if 9 <= now.hour < 15:
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hours = COOLDOWN_HOURS_TRADING
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else:
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hours = COOLDOWN_HOURS_NONTRADING
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diff = (now - last).total_seconds() / 3600
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return diff < hours
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except:
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return False
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sys.path.insert(0, "/home/hmo/web-dashboard")
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sys.path.insert(0, "/home/hmo/MoFin")
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sys.path.insert(0, os.path.dirname(os.path.abspath(__file__))) # profile-scripts 硬链目录
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from strategy_lifecycle import reassess_with_context as reassess_strategy
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from mo_data import read_decisions, read_portfolio
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from llm_client import call_llm, REASSESS_MODEL
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from mofin_db import snapshot_strategy_history
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# ── 消息通道统一路由(broadcast/xmpp by delivery) ──
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try:
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from messenger import install_stdio_hook as _msh
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_msh()
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except Exception:
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pass
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def _build_full_analysis(code, entry, result):
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"""从重评结果构建完整12维分析文本"""
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if not result:
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return ""
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lines = []
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name = entry.get("name", code)
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price = result.get("price") or entry.get("price", 0)
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tech = result.get("tech_snapshot") or entry.get("tech_snapshot", "")
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sector = result.get("sector_context") or entry.get("sector_context", "")
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signal = result.get("timing_signal") or entry.get("timing_signal", "")
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category = result.get("stock_category") or entry.get("stock_category", "")
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# 2026-08-18 修复：entry_low/high 不用 or 短路——LLM 显式给（含0空区间）就用 LLM 值
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# 否则 `0 or 95.0` 会把 LLM 的"清空区间"误判为"取旧脏值"（600262 教训：95/99 残留）
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# 2026-08-18 修复：entry_low/high 用 holding 值作为基础，LLM 算出区间（>0）才覆盖
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# LLM 给 0（没算出）时用 holding 的合理值（不清空）；holding 是脏值时已被 promote 可执行性检查拦住
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el = entry.get("entry_low", 0)
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if result.get("entry_low") and result.get("entry_low") > 0:
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el = result.get("entry_low")
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eh = entry.get("entry_high", 0)
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if result.get("entry_high") and result.get("entry_high") > 0:
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eh = result.get("entry_high")
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sl = result.get("stop_loss") or entry.get("stop_loss", 0)
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tp = result.get("take_profit") or entry.get("take_profit", 0)
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# 2026-08-18 修复：删除 rr_ratio 覆盖——RR 由 scanner 定（candidates.rr=holding.rr_ratio），
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# per_stock_reassess 不该重算/覆盖（它该用 holding 的 rr_ratio，不重算）。
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# 正确架构：RR 是 scanner 定义的单一事实来源，per_stock_reassess 只读不重算。
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rr = entry.get("rr_ratio", 0)
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act = result.get("action", "")
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# ── 从DB拉取大盘、基本面、资金流 ──
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macro_desc = ""
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pe_val = pb_val = ""
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try:
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import sqlite3 as _sq, json as _j
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_db = _sq.connect("/home/hmo/MoFin/data/mofin.db")
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# 大盘（从structure列读取）
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_m = _db.execute("SELECT structure, sector_mood FROM macro_context_log ORDER BY id DESC LIMIT 1").fetchone()
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if _m and _m[0]:
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_st = _j.loads(_m[0])
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_ix = _st.get("indices", {})
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_desc = _st.get("description", "")
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if _ix:
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_parts = []
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for _name in ["上证指数", "深证成指", "创业板指", "科创50", "恒生指数"]:
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if _name in _ix:
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_d = _ix[_name]
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if isinstance(_d, dict):
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_p = _d.get("price", 0)
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_c = _d.get("change_pct", 0)
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_parts.append(f"{_name}({_p:.0f},{_c:+.1f}%)")
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elif isinstance(_d, (int, float)):
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_parts.append(f"{_name}({_d})")
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macro_desc = " ".join(_parts)
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elif _desc:
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macro_desc = _desc
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_mood = str(_m[1] or "")
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if _mood and not macro_desc:
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macro_desc = f"情绪={_mood}"
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elif _mood:
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macro_desc += f" 情绪={_mood}"
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if not macro_desc:
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# fallback: 读 stock_daily 大盘指数最近收盘（2026-08-26 分层铁律：消费层不直连腾讯API）
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try:
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_idx_defs = [
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("sh000001", "上证指数"), ("sz399001", "深证成指"),
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("sz399006", "创业板指"), ("sh000688", "科创50"),
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]
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_parts = []
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for _ic, _iname in _idx_defs:
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_rows = _db.execute(
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"SELECT date, close FROM stock_daily WHERE code=? ORDER BY date DESC LIMIT 2", (_ic,)
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).fetchall()
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if not _rows:
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continue
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_close_i = _rows[0][1]
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_chg_i = 0.0
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if len(_rows) > 1 and _rows[1][1]:
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_chg_i = (_close_i / _rows[1][1] - 1) * 100
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_parts.append(f"{_iname}({_close_i:.0f},{_chg_i:+.1f}%)")
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if _parts:
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macro_desc = " ".join(_parts[:4])
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except:
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pass
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# 基本面+实时价：读 DB（live_prices + stock_fundamentals，2026-08-26 分层铁律：消费层不直连腾讯API）
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try:
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_lp = _db.execute(
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"SELECT price, change_pct FROM live_prices WHERE code=?", (str(code),)
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).fetchone()
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if _lp and _lp[0]:
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_price_now = float(_lp[0])
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if _price_now > 0:
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price = _price_now # 覆盖策略中的price=0
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_fs = _db.execute(
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"SELECT pe, pb, mcap_total FROM stock_fundamentals WHERE code=? ORDER BY updated_at DESC LIMIT 1", (str(code),)
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).fetchone()
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if _fs:
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_pe = _fs[0]
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_pb = _fs[1]
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_mcap = _fs[2]
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if _pe: pe_val = f"PE={_pe}"
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if _pb: pb_val = f"PB={_pb}"
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if _mcap:
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mcap_val = f"市值{float(_mcap):.1f}亿" # stock_fundamentals.mcap_total 单位=亿元
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pe_val += f" {mcap_val}" if pe_val else mcap_val
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except:
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pass
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_db.close()
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except Exception as _e:
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pass
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# ── 从tech_snapshot提取MA和支撑阻力 ──
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import re
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ma5 = ma10 = ma20 = ma60 = "?"
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ma_match = re.search(r'MA5=([\d.]+).*?MA10=([\d.]+).*?MA20=([\d.]+).*?MA60=([\d.]+)', tech)
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if ma_match:
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ma5, ma10, ma20, ma60 = ma_match.groups()
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lines.append(f"【{name}({code} 12维全析)】")
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lines.append("")
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if macro_desc:
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lines.append(f"① 大盘环境（当日实时）：{macro_desc}")
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else:
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lines.append(f"① 大盘环境（当日实时）：数据待刷新")
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if pe_val or pb_val:
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lines.append(f"② 个股基本面（最新财报）：{pe_val} {pb_val}")
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else:
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lines.append(f"② 个股基本面（最新财报）：数据待补充")
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lines.append(f"③ 技术面（MA5/10/20/60日 支撑阻力近20日）：MA5={ma5} MA10={ma10} MA20={ma20} MA60={ma60}")
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if el and eh and price > 0:
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pos = "在买入区内" if el <= price <= eh else (f"低于买入区{(1-price/el)*100:.0f}%" if price < el else f"高于买入区{(price/eh-1)*100:.0f}%")
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lines.append(f"④ 价格位置：{price} {pos} 区间{el}~{eh}")
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else:
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lines.append(f"④ 价格位置：数据待刷新")
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if sl and tp and rr:
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lines.append(f"⑤ 风报比：止损{sl} 止盈{tp} RR={rr:.1f}")
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# 支撑阻力
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sr_m = re.search(r'强撑:([\d.]+).*?弱撑:([\d.]+).*?弱压:([\d.]+).*?强压:([\d.]+)', tech)
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if sr_m:
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lines.append(f"⑥ 支撑阻力：强撑{sr_m.group(1)}→弱撑{sr_m.group(2)}→弱压{sr_m.group(3)}→强压{sr_m.group(4)}")
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if sector:
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lines.append(f"⑦ 行业背景：{sector}")
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else:
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# 从stock_sectors表补行业
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try:
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_s2 = __import__('sqlite3').connect("/home/hmo/MoFin/data/mofin.db")
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_sr = _s2.execute("SELECT sector_name FROM stock_sectors WHERE code=? LIMIT 1", (code,)).fetchone()
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if _sr and _sr[0]:
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lines.append(f"⑦ 行业背景：{_sr[0]}")
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else:
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# 2026-08-17 修复：stock_sectors 仅898只覆盖不全，改读 stock_sectors_em（5061只）
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_sr2 = _s2.execute("SELECT sector FROM stock_sectors_em WHERE code=? LIMIT 1", (code,)).fetchone()
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if _sr2 and _sr2[0]:
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lines.append(f"⑦ 行业背景：{_sr2[0]}")
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_s2.close()
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except:
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pass
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# 消息面：从signal_news读最新信号（不限情绪标签，LLM自行判断）
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news_lines = []
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try:
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_n_db = __import__('sqlite3').connect("/home/hmo/MoFin/data/mofin.db")
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_nr = _n_db.execute(
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"SELECT summary, overall_sentiment, created_at FROM signal_news "
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"WHERE sector LIKE ? OR sector LIKE ? "
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"ORDER BY id DESC LIMIT 2",
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(f'%{code}%', f'%{name[:4]}%')
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).fetchall()
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if not _nr:
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_nr = _n_db.execute(
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"SELECT summary, overall_sentiment, created_at FROM signal_news "
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"ORDER BY id DESC LIMIT 2").fetchall()
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for _ns in _nr:
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_sent = str(_ns[1])
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if '利好' in _sent:
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_icon = '📈'
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elif '利空' in _sent:
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_icon = '📉'
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else:
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_icon = '📰'
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news_lines.append(f"{_icon} {_ns[0][:60]} ({str(_ns[2])[:10]})")
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_n_db.close()
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except:
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pass
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if category:
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lines.append(f"⑧ 分类评级：{category}")
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lines.append(f"⑨ 策略信号：{signal}")
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if news_lines:
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lines.append("")
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lines.extend(news_lines)
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if act:
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lines.append(f"\n策略详情：{act[:200]}")
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return "\n".join(lines)
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def main():
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codes = [a for a in sys.argv[1:] if not a.startswith("-")]
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if not codes:
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# 2026-08-14 修复：无参数时不再跑全量 regenerate_all（那是盘前 premarket 的职责，超时 600s）
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# 改为只处理盘中到期的自选（scan_watchlist_stocks，MAX_PER_RUN=3 限制，快）
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print("[WL-SCAN] 无指定编码，扫描盘中到期自选（不跑全量 regenerate_all）")
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scan_watchlist_stocks()
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return
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# 读现有 decisions
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raw = read_decisions()
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decisions_map = {d["code"]: d for d in raw.get("decisions", []) if d.get("code")}
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ok = 0
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errors = 0
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skipped = 0
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for code in codes:
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# 冷却期检查
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if _in_cooldown(code):
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print(f" ⏭ {code}: 冷却期内跳过")
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skipped += 1
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continue
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entry = decisions_map.get(code)
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if not entry:
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# 不在 decisions 中的自选股 → 从 holding_strategies 构建entry
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import sqlite3
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_db = sqlite3.connect('/home/hmo/MoFin/data/mofin.db')
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_db.row_factory = sqlite3.Row
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_wl = _db.execute("SELECT * FROM holding_strategies WHERE code=? AND status='active' AND decision_type='自选策略'", (code,)).fetchone()
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_db.close()
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if _wl:
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entry = {
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"code": code,
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"name": _wl["name"],
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"price": _wl["price"] or 0,
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"cost": 0,
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"shares": 0,
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"entry_low": _wl["entry_low"] or 0,
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"entry_high": _wl["entry_high"] or 0,
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"stop_loss": _wl["stop_loss"] or 0,
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"take_profit": 0,
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"action": "",
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"type": "自选策略",
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"is_watchlist": True,
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"analysis": json.loads(_wl["analysis_json"]) if _wl["analysis_json"] else {}
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}
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print(f"[WL] {code} {_wl['name']}: 从自选表构建entry")
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if not entry:
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print(f"[SKIP] {code}: 不在 decisions 或 watchlist_stocks 中")
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errors += 1
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continue
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try:
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# Always fetch live price for accurate reassessment
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price = 0
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try:
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# 价格从 DB 读取（price_monitor 每2分钟更新，唯一价格入口）
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code_raw = entry.get("code", "")
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price = 0
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import sqlite3
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db = sqlite3.connect('/home/hmo/web-dashboard/data/mofin.db')
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db.row_factory = sqlite3.Row
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row = db.execute("SELECT price FROM holdings WHERE code=? AND is_active=1", (code_raw,)).fetchone()
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if not row:
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row = db.execute("SELECT price FROM watchlist_stocks WHERE code=? AND is_active=1", (code_raw,)).fetchone()
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if not row:
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row = db.execute("SELECT price FROM holding_strategies WHERE code=? AND status='active' ORDER BY updated_at DESC LIMIT 1", (code_raw,)).fetchone()
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if row:
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price = row['price'] or 0
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db.close()
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if price > 0:
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print(f" 实时价: {price} (来自DB)")
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else:
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# 2026-08-18 修复：三表无价时 stock_quote 直查（600262 案例：promote 后未进价格表→price=0→计算全崩）
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try:
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import subprocess, json as _jj2
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_rq = subprocess.run(["python3", "/home/hmo/.hermes/profiles/position-analyst/scripts/stock_quote.py", code_raw],
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capture_output=True, text=True, timeout=10)
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_qq = _jj2.loads(_rq.stdout)
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_qprice = float(_qq.get("price", 0))
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if _qprice > 0:
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price = _qprice
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print(f" 实时价: {price} (stock_quote直查)")
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except Exception as _qe:
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print(f" stock_quote直查失败: {_qe}", file=sys.stderr)
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if price <= 0:
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# fallback to DB portfolio data
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_pf_data = read_portfolio()
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for _h in _pf_data.get("holdings", []):
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if _h["code"] == code_raw:
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price = float(_h.get("price", 0))
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break
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if price <= 0:
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price = entry.get("current_price") or entry.get("price") or 0
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except Exception as e:
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print(f" 价格获取失败: {e}", file=sys.stderr)
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price = entry.get("current_price") or entry.get("price") or 0
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# Price diff debounce: skip reassessment if price changed < 1% since last update
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last_price = entry.get("last_reassessed_price") or 0
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if last_price > 0 and price > 0:
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diff_pct = abs(price - last_price) / last_price * 100
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if diff_pct < 1.0:
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print(f" 价差仅{diff_pct:.2f}% (<1%)，跳过重评（上次价={last_price}，现价={price}）")
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skipped += 1
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continue
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# 打印参数调试
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if entry is None:
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print(f" DEBUG: code={code} ENTRY=NONE 跳过")
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print(f" [SKIP] {code} 策略数据不存在")
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skipped += 1
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continue
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entry_action = str(entry.get('action') or '')
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print(f" DEBUG: code={code} name={entry.get('name','')} price={price} cost={entry.get('cost')} shares={entry.get('shares')} action={entry_action[:30]} is_wl={entry.get('type','') in ('自选策略','watchlist')}", flush=True)
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result = reassess_strategy(
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code=code,
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name=entry.get("name", ""),
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price=price or 0,
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cost=entry.get("cost") or 0,
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shares=entry.get("shares") or 0,
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current_action=entry.get("action", ""),
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is_watchlist=entry.get("type", "") in ("自选策略", "watchlist"),
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)
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if result and result.get("action"):
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# 持仓股止损不下移（移动止损规则）：已有仓位的止损只上不下
|
||
is_held = (entry.get("cost") or 0) > 0 and (entry.get("shares") or 0) > 0 and \
|
||
entry.get("type", "") not in ("自选策略", "watchlist")
|
||
old_stop = entry.get("stop_loss") or 0
|
||
new_stop = result.get("stop_loss") or 0
|
||
if is_held and old_stop > 0 and new_stop > 0 and new_stop < old_stop:
|
||
print(f" 移动止损保护: {new_stop}→保持{old_stop} (持仓止损不下移)")
|
||
result["stop_loss"] = old_stop
|
||
# 同时更新 action 字符串中的止损值
|
||
act = result.get("action", "")
|
||
if act:
|
||
act = re.sub(r'止损[\d.]+', f'止损{old_stop}', act)
|
||
result["action"] = act
|
||
|
||
# ── 写入 DB holding_strategies 表（替代 decisions.json）──
|
||
try:
|
||
from mofin_db import get_conn, write_holding_strategy
|
||
_conn = get_conn()
|
||
_db_entry = {
|
||
"code": code,
|
||
"name": entry.get("name", ""),
|
||
"price": price,
|
||
"cost": entry.get("cost", 0),
|
||
"shares": entry.get("shares", 0),
|
||
"stop_loss": result.get("stop_loss", entry.get("stop_loss")),
|
||
"take_profit": result.get("take_profit", entry.get("take_profit")),
|
||
"entry_low": result.get("entry_low", entry.get("entry_low")),
|
||
"entry_high": result.get("entry_high", entry.get("entry_high")),
|
||
"currency": "HKD" if (len(str(code)) == 5 and str(code)[0] in '01') else "CNY",
|
||
"strategy_type": "自选策略" if entry.get("type", "") in ("自选策略", "watchlist") else "持仓策略",
|
||
"action": result.get("action", ""),
|
||
"timing_signal": result.get("timing_signal", entry.get("timing_signal", "")),
|
||
"rr_ratio": entry.get("rr_ratio", 0), # 2026-08-18 RR由scanner定,不覆盖(用holding的)
|
||
"tech_snapshot": result.get("tech_snapshot", entry.get("tech_snapshot", "")),
|
||
"stock_category": result.get("stock_category", entry.get("stock_category", "")),
|
||
"sector_context": result.get("sector_context", entry.get("sector_context", "")),
|
||
"status": result.get("status", "active"),
|
||
"source": entry.get("source", "auto"),
|
||
"reason": result.get("action_note", ""),
|
||
"version": entry.get("version", 1),
|
||
"full_analysis": _build_full_analysis(code, entry, result) if result else "",
|
||
}
|
||
write_holding_strategy(_conn, code, entry.get("name", ""), _db_entry, source_trigger="per_stock_12d") # 2026-08-18 LLM路径不被技术参数保护
|
||
_conn.commit()
|
||
_conn.close()
|
||
# 验证写入
|
||
_fa_check = _db_entry.get("full_analysis", "")
|
||
print(f" DEBUG: full_analysis长度={len(_fa_check)} 内容=[{_fa_check[:100]}]")
|
||
# 直接用SQL写入full_analysis
|
||
try:
|
||
_fa_conn = __import__('sqlite3').connect("/home/hmo/MoFin/data/mofin.db")
|
||
_fa_conn.execute("UPDATE holding_strategies SET full_analysis=? WHERE code=? AND status='active'", (_fa_check, code))
|
||
_fa_conn.commit()
|
||
_fa_conn.close()
|
||
print(f" ✅ full_analysis直接SQL写入成功")
|
||
except Exception as _fa_e:
|
||
print(f" ⚠️ 直接SQL写入失败: {_fa_e}")
|
||
_v = __import__('sqlite3').connect(str(__import__('pathlib').Path("/home/hmo/MoFin/data/mofin.db")))
|
||
_fa = _v.execute("SELECT full_analysis FROM holding_strategies WHERE code=? AND status='active'", (code,)).fetchone()
|
||
if _fa and _fa[0]: print(f" ✅ full_analysis已写入({len(_fa[0])}字)")
|
||
else: print(f" ⚠️ full_analysis为空")
|
||
_v.close()
|
||
# LLM生成完整12维分析（2026-07-23：统一走 batch 的 collect_data+build_prompt。
|
||
# 单一 prompt 源头，根治双 prompt 漂移——per_stock 曾缺技术位锚/持仓上下文/参数自检）
|
||
import sys as _sys2
|
||
if '/home/hmo/MoFin/deploy/profile-scripts' not in _sys2.path:
|
||
_sys2.path.insert(0, '/home/hmo/MoFin/deploy/profile-scripts')
|
||
try:
|
||
from batch_reassess import collect_data as _cd, build_prompt as _bp
|
||
_prompt = _bp(_cd(code))
|
||
except Exception as _pe:
|
||
print(f" ⚠️ 统一prompt构建失败: {_pe}", flush=True)
|
||
_prompt = None
|
||
_full_analysis_text = None
|
||
if _prompt:
|
||
try:
|
||
# 2026-08-13 超时修复：timeout 150→90, retries 1→0（3只×(90+90+20)=600s临界,减到90+0重试=270s安全）
|
||
_llm_result = call_llm(_prompt, max_tokens=None, timeout=300, retries=0, backoff=0, concurrent=True) # 2026-08-24 并发模式: router round-robin分key(6 key齐用),90→300防自断
|
||
if _llm_result["ok"]:
|
||
_full_analysis_text = _llm_result["content"]
|
||
print(f" ✅ LLM12维分析完成({len(_full_analysis_text)}字, {_llm_result['elapsed']:.1f}s)", flush=True)
|
||
else:
|
||
print(f" ❌ LLM12维分析失败({_llm_result['attempts']}次): {_llm_result['error'][:200]}", flush=True)
|
||
except Exception as _e:
|
||
print(f" ❌ LLM12维分析异常: {_e}", flush=True)
|
||
|
||
# ── 保存到DB（覆写前先快照）──
|
||
_fa_conn = __import__('sqlite3').connect("/home/hmo/MoFin/data/mofin.db")
|
||
if _full_analysis_text:
|
||
# 快照旧策略（使用共享函数）
|
||
try:
|
||
snapshot_strategy_history(_fa_conn, code, "per_stock_12d")
|
||
except Exception as _se:
|
||
print(f" ⚠️ 快照失败: {_se}", flush=True)
|
||
|
||
_fa_conn.execute(
|
||
"UPDATE holding_strategies SET full_analysis=?, reassessed_at=? WHERE code=? AND status='active'",
|
||
(_full_analysis_text, __import__('datetime').datetime.now().isoformat(), code))
|
||
_fa_conn.commit()
|
||
_fa_conn.close()
|
||
if _full_analysis_text:
|
||
print(f" ✅ 完整12维分析已保存({len(_full_analysis_text)}字)")
|
||
else:
|
||
print(f" ⚠️ 12维分析未完成，跳过保存")
|
||
print(f" [DB] holding_strategies 已更新: {code}")
|
||
# 信号以已存分析为唯一事实源（防信号/分析脱节）
|
||
# 推荐推送统一走 reconcile→tag→摘要队列（batch 结束统一发，不再单只推送）
|
||
from mofin_db import reconcile_signal_from_analysis
|
||
_rc_conn = __import__('sqlite3').connect('/home/hmo/MoFin/data/mofin.db')
|
||
_sig = reconcile_signal_from_analysis(_rc_conn, code)
|
||
_rc_conn.close()
|
||
if _sig:
|
||
print(f" ✅ LLM信号={_sig} 已对齐")
|
||
# 2026-08-18 策略判断落库（复用 batch 的 parse_response 从 full_analysis 提取）
|
||
try:
|
||
from batch_reassess import parse_response as _pr2
|
||
_p2 = _pr2(_full_analysis_text or "")
|
||
_j2 = _p2.get("strategy_judge", "")
|
||
_st2 = _p2.get("strategy_switch_to", "")
|
||
if _j2 in ("策略失效需更换", "策略失效重定"):
|
||
if _st2:
|
||
_rc_conn = __import__('sqlite3').connect('/home/hmo/MoFin/data/mofin.db')
|
||
_rc_conn.execute("UPDATE holding_strategies SET strategy_attributed=?, strategy_state='switched', strategy_provenance='llm_attributed' WHERE code=? AND status='active'", (_st2, code))
|
||
_rc_conn.commit(); _rc_conn.close()
|
||
print(f" ✅ 策略切换: {_j2} → 归属 {_st2}（switched）")
|
||
else:
|
||
_rc_conn = __import__('sqlite3').connect('/home/hmo/MoFin/data/mofin.db')
|
||
_rc_conn.execute("UPDATE holding_strategies SET strategy_state='invalidated' WHERE code=? AND status='active'", (code,))
|
||
_rc_conn.commit(); _rc_conn.close()
|
||
print(f" ✅ 策略失效: {_j2} 无合适归属（invalidated）")
|
||
elif _j2:
|
||
print(f" ℹ️ 策略判断={_j2}（维持/修改参数，不落库）")
|
||
except Exception as _pe:
|
||
print(f" ⚠️ 策略判断落库失败: {_pe}")
|
||
# 冷却期已更新（reassessed_at写入）
|
||
except Exception as _dbe:
|
||
print(f" [DB FAIL] holding_strategies 写入失败: {_dbe}", file=sys.stderr)
|
||
|
||
# 更新 decisions_map 中对应的条目
|
||
updated = entry.copy()
|
||
# 币种标记：HK股保留HKD原始值，A股为CNY
|
||
is_hk = len(str(code)) == 5 and str(code)[0] in '01'
|
||
updated.update({
|
||
"action": result["action"],
|
||
"stop_loss": result.get("stop_loss", entry.get("stop_loss")),
|
||
"entry_low": result.get("entry_low", entry.get("entry_low")),
|
||
"entry_high": result.get("entry_high", entry.get("entry_high")),
|
||
"take_profit": result.get("take_profit"),
|
||
"tech_snapshot": result.get("tech_snapshot", entry.get("tech_snapshot")),
|
||
"timing_signal": result.get("timing_signal", entry.get("timing_signal")),
|
||
"rr_ratio": entry.get("rr_ratio", 0), # 2026-08-18 RR由scanner定不覆盖(用holding的)
|
||
"status": result.get("status", "updated"),
|
||
"price": price,
|
||
"currency": "HKD" if is_hk else "CNY",
|
||
})
|
||
# Save last reassessed price for debounce tracking
|
||
updated["last_reassessed_price"] = price
|
||
decisions_map[code] = updated
|
||
# ——— 初始化多分支策略树 ———
|
||
try:
|
||
sys.path.insert(0, '/home/hmo/MoFin')
|
||
from strategy_tree import init_default_branches
|
||
branches = init_default_branches(
|
||
code,
|
||
entry.get('name', ''),
|
||
result.get('entry_low', 0),
|
||
result.get('entry_high', 0),
|
||
result.get('stop_loss', 0),
|
||
result.get('take_profit', 0),
|
||
)
|
||
st = updated.setdefault('strategy_tree', {})
|
||
st['branches'] = branches
|
||
except Exception:
|
||
pass
|
||
print(f"[OK] {code} {entry.get('name','')}: {result['action'][:80]}")
|
||
ok += 1
|
||
else:
|
||
print(f"[SYNCED] {code}: 无变更")
|
||
ok += 1
|
||
except Exception as e:
|
||
print(f"[ERROR] {code}: {e}", file=sys.stderr)
|
||
import traceback
|
||
traceback.print_exc(file=sys.stderr)
|
||
errors += 1
|
||
|
||
# 同步自选股更新回 watchlist_stocks 表（持仓策略已通过 write_holding_strategy 写入 DB）
|
||
try:
|
||
from datetime import datetime as _dt
|
||
import sqlite3
|
||
_db2 = sqlite3.connect('/home/hmo/web-dashboard/data/mofin.db')
|
||
for _code in codes:
|
||
_entry = decisions_map.get(_code)
|
||
if _entry and _entry.get("is_watchlist"):
|
||
_db2.execute("""
|
||
UPDATE watchlist_stocks
|
||
SET entry_low=?, entry_high=?, stop_loss=?, price=?,
|
||
analysis_json=json(?)
|
||
WHERE code=? AND is_active=1
|
||
""", (
|
||
_entry.get("entry_low", 0),
|
||
_entry.get("entry_high", 0),
|
||
_entry.get("stop_loss", 0),
|
||
_entry.get("price", 0),
|
||
json.dumps({
|
||
"action": _entry.get("action",""),
|
||
"take_profit": _entry.get("take_profit", 0),
|
||
"stop_loss": _entry.get("stop_loss", 0),
|
||
"tech_snapshot": _entry.get("tech_snapshot", ""),
|
||
"rr": _entry.get("rr_ratio", 0),
|
||
"reassessed_at": _dt.now().strftime("%Y-%m-%d")
|
||
}, ensure_ascii=False),
|
||
_code
|
||
))
|
||
_db2.commit()
|
||
_db2.close()
|
||
if any(e.get("is_watchlist") for e in [decisions_map.get(c) for c in codes] if e):
|
||
print("[SYNC] 自选股策略已同步回 watchlist_stocks 表")
|
||
except Exception as e:
|
||
print(f"[SYNC FAIL] watchlist_stocks 同步失败: {e}", file=sys.stderr)
|
||
|
||
print(f"[DONE] {ok}成功 {skipped}跳过 {errors}失败")
|
||
|
||
# ── 推荐摘要发货（per_stock 路径产生的推荐也要出队列）──
|
||
try:
|
||
from mofin_db import flush_rec_digest
|
||
flush_rec_digest()
|
||
except Exception as _fe:
|
||
print(f" ⚠️ 推荐摘要发送失败: {_fe}", flush=True)
|
||
|
||
# ── 第二步：扫描自选股（watchlist），价格偏离买入区>20%触发重评 ──
|
||
scan_watchlist_stocks()
|
||
|
||
|
||
# ════════════════════════════════════════════════════════════════════
|
||
# 自选股扫描
|
||
# ════════════════════════════════════════════════════════════════════
|
||
|
||
def scan_watchlist_stocks():
|
||
"""扫描自选股表 (watchlist_stocks)，对价格偏离买入区 >20% 的股票自动重评。
|
||
|
||
偏离公式: max(|price - entry_low|, |price - entry_high|) / entry_low * 100 > 20
|
||
|
||
通过 technical_analysis.full_analysis() 获取最新支撑/阻力位，
|
||
更新 entry_low / entry_high / stop_loss / price / analysis_json。
|
||
每轮最多处理 3 只，超过时标记剩余数量待下次扫描。
|
||
"""
|
||
import sqlite3, json
|
||
from datetime import datetime
|
||
from technical_analysis import full_analysis
|
||
from mo_models import is_hk_stock
|
||
|
||
DB = '/home/hmo/web-dashboard/data/mofin.db'
|
||
db = sqlite3.connect(DB)
|
||
db.row_factory = sqlite3.Row
|
||
|
||
rows = db.execute(
|
||
"SELECT * FROM watchlist_stocks WHERE is_active=1"
|
||
).fetchall()
|
||
|
||
if not rows:
|
||
print("[WL-SCAN] 自选股表为空，跳过")
|
||
db.close()
|
||
return
|
||
|
||
# ── 筛选偏离 >20% 的股票 ──
|
||
candidates = [] # (code, name, price, entry_low, entry_high, stop_loss, deviation, analysis_json)
|
||
for r in rows:
|
||
code = r["code"]
|
||
name = r["name"]
|
||
price = r["price"] or 0
|
||
entry_low = r["entry_low"] or 0
|
||
entry_high = r["entry_high"] or 0
|
||
stop_loss = r["stop_loss"] or 0
|
||
analysis_json = r["analysis_json"]
|
||
|
||
if entry_low <= 0 or price <= 0:
|
||
continue
|
||
|
||
dev_low = abs(price - entry_low)
|
||
dev_high = abs(price - entry_high)
|
||
deviation = max(dev_low, dev_high) / entry_low * 100
|
||
|
||
if deviation > 20:
|
||
candidates.append((code, name, price, entry_low, entry_high, stop_loss, deviation, analysis_json))
|
||
|
||
total_needed = len(candidates)
|
||
print(f"[WL-SCAN] 自选股共{len(rows)}只，偏离>20%需重评: {total_needed}只")
|
||
|
||
MAX_PER_RUN = 3
|
||
to_process = candidates[:MAX_PER_RUN]
|
||
remaining = max(0, total_needed - MAX_PER_RUN)
|
||
|
||
if remaining > 0:
|
||
print(f"[WL-SCAN] 本轮限{MAX_PER_RUN}只，剩余{remaining}只待下次扫描")
|
||
|
||
if not to_process:
|
||
print("[WL-SCAN] 无需重评")
|
||
db.close()
|
||
return
|
||
|
||
ok = 0
|
||
errors = 0
|
||
for code, name, price, old_low, old_high, old_stop, deviation, old_analysis_json in to_process:
|
||
print(f"[WL-REASSESS] {code} {name}: 偏离{deviation:.1f}%，触发重评")
|
||
try:
|
||
ta = full_analysis(code)
|
||
if not ta or "error" in ta:
|
||
print(f" [WARN] TA失败: {ta}")
|
||
errors += 1
|
||
continue
|
||
|
||
sr = ta.get("support_resistance", {})
|
||
if "error" in sr:
|
||
print(f" [WARN] 支撑/阻力计算失败: {sr}")
|
||
errors += 1
|
||
continue
|
||
|
||
new_price = ta.get("quote", {}).get("price", price)
|
||
new_entry_low = round(sr.get("weak_support", old_low), 2)
|
||
new_entry_high = round(sr.get("weak_resist", old_high), 2)
|
||
new_stop_loss = round(sr.get("strong_support", old_stop), 2)
|
||
new_take_profit = round(sr.get("strong_resist", 0), 2)
|
||
|
||
# ── 更新 analysis_json + changelog ──
|
||
old_analysis = json.loads(old_analysis_json) if old_analysis_json else {}
|
||
changelog = old_analysis.get("changelog", [])
|
||
changelog.append({
|
||
"action": "auto_reassess_watchlist",
|
||
"reason": f"价格偏离买入区{deviation:.1f}%",
|
||
"old_entry_low": old_low,
|
||
"old_entry_high": old_high,
|
||
"new_entry_low": new_entry_low,
|
||
"new_entry_high": new_entry_high,
|
||
"old_stop_loss": old_stop,
|
||
"new_stop_loss": new_stop_loss,
|
||
"take_profit": new_take_profit,
|
||
"price": new_price,
|
||
"deviation_pct": round(deviation, 1),
|
||
"timestamp": datetime.now().strftime("%Y-%m-%d %H:%M"),
|
||
})
|
||
|
||
new_analysis = {
|
||
**old_analysis,
|
||
"take_profit": new_take_profit,
|
||
"tech_snapshot": {
|
||
"support_resistance": sr,
|
||
"candlestick": ta.get("candlestick", {}),
|
||
"volume": ta.get("volume", {}),
|
||
"analyzed_at": ta.get("analyzed_at", ""),
|
||
},
|
||
"reassessed_at": datetime.now().strftime("%Y-%m-%d"),
|
||
"changelog": changelog,
|
||
}
|
||
|
||
currency = "HKD" if is_hk_stock(code) else "CNY"
|
||
|
||
db.execute("""
|
||
UPDATE watchlist_stocks
|
||
SET entry_low=?, entry_high=?, stop_loss=?, price=?,
|
||
currency=?, analysis_json=?
|
||
WHERE code=? AND is_active=1
|
||
""", (
|
||
new_entry_low, new_entry_high, new_stop_loss,
|
||
new_price, currency, json.dumps(new_analysis, ensure_ascii=False),
|
||
code,
|
||
))
|
||
db.commit()
|
||
print(f" [OK] {code} {name}: 买入区{old_low}-{old_high} -> {new_entry_low}-{new_entry_high}, "
|
||
f"止损{new_stop_loss}, 止盈{new_take_profit}")
|
||
ok += 1
|
||
except Exception as e:
|
||
import traceback
|
||
print(f" [ERROR] {code}: {e}", file=sys.stderr)
|
||
traceback.print_exc(file=sys.stderr)
|
||
errors += 1
|
||
|
||
db.close()
|
||
remaining_msg = f" (剩余{remaining}只)" if remaining else ""
|
||
print(f"[WL-SCAN] DONE: {ok}成功 {errors}失败{remaining_msg}")
|
||
|
||
|
||
if __name__ == "__main__":
|
||
main()
|