231 lines
10 KiB
Python
231 lines
10 KiB
Python
#!/usr/bin/env python3
|
||
"""promote_candidates.py — 自动提拔候选股入自选（修复版 2026-08-10）
|
||
修复：每次运行限处理 N 个新候选（按评分降序优中选优），
|
||
加单例守卫防重叠，缩短重评子进程超时，加总时长护栏。
|
||
"""
|
||
import sys, json, sqlite3, time
|
||
from pathlib import Path
|
||
from datetime import datetime
|
||
|
||
DB_PATH = Path("/home/hmo/MoFin/data/mofin.db")
|
||
|
||
# 2026-08-10 修复参数：控制单次运行时长，防 hermes 600s 超时杀进程
|
||
MAX_NEW_PER_RUN = 10 # 每次最多提拔 10 个新候选（评分降序优中选优）
|
||
REASSESS_TIMEOUT = 120 # 重评子进程超时（原480s→120s，重评是辅助不阻塞主流程）
|
||
TOTAL_TIME_BUDGET = 500 # 总时长护栏（hermes child_timeout=600，留100s余量）
|
||
START_TIME = time.time()
|
||
|
||
def over_budget():
|
||
return (time.time() - START_TIME) > TOTAL_TIME_BUDGET
|
||
|
||
def main():
|
||
# ── 单例守卫（2026-05-31 铁律：常驻/定时脚本必须防重复）──
|
||
import fcntl
|
||
lock_path = "/tmp/promote_candidates.lock"
|
||
lock_f = open(lock_path, "w")
|
||
try:
|
||
fcntl.flock(lock_f, fcntl.LOCK_EX | fcntl.LOCK_NB)
|
||
except OSError:
|
||
print("[PROMOTE] 已有实例在运行，退出")
|
||
return
|
||
|
||
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, c.sector, c.rr
|
||
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 >= 7
|
||
ORDER BY c.score_final DESC
|
||
""").fetchall()
|
||
|
||
if not rows:
|
||
print("[PROMOTE] 无待提拔候选")
|
||
conn.close()
|
||
return
|
||
|
||
print(f"[PROMOTE] 待处理 {len(rows)} 个候选（本次最多 {MAX_NEW_PER_RUN} 个新提拔）", flush=True)
|
||
promoted = 0
|
||
processed = 0
|
||
for r in rows:
|
||
if over_budget():
|
||
print(f"[PROMOTE] 已达时长护栏 {TOTAL_TIME_BUDGET}s，停止本批（已处理{processed}）", flush=True)
|
||
break
|
||
# 已有"在自选"的候选（上次已插但被标记或重复）快速跳过，不计入 new 配额
|
||
code = str(r[0])
|
||
# 2026-08-11：读取候选 sector（用于 p_oversold RR 例外）
|
||
cand_sector = str(r[6] or "").strip() if len(r) > 6 else ""
|
||
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,))
|
||
processed += 1
|
||
continue
|
||
|
||
# 已达本批新提拔配额 → 停止（剩余的留到下批，按评分降序保证优中选优）
|
||
if promoted >= MAX_NEW_PER_RUN:
|
||
print(f"[PROMOTE] 本批已达 {MAX_NEW_PER_RUN} 个新提拔配额，停止（剩余留待下批）", flush=True)
|
||
break
|
||
|
||
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
|
||
|
||
# 验证实时价格
|
||
_price = 0.0
|
||
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)
|
||
_price = float(_q.get("price", 0))
|
||
if _price <= 0:
|
||
print(f" ⏭ {code} {name} 无实时价格，跳过")
|
||
processed += 1
|
||
continue
|
||
except Exception as _e:
|
||
print(f" ⏭ {code} {name} 价格获取失败({_e})，跳过")
|
||
processed += 1
|
||
continue
|
||
|
||
# ── 2026-08-17 老莫规范：RR 由策略算，promote 只卡阈值，不重锚定 ──
|
||
# 原逻辑用 technical_analysis 近20日低点当止损（暴跌插针）→ RR 从策略的2.3崩到0.82，
|
||
# promote 管道自 08-05 死12天。现改为读候选自带 c.rr（策略负责计算）。
|
||
if "ST" in (name or "").upper():
|
||
print(f" ⏭ {code} {name} ST股，不入自选")
|
||
processed += 1
|
||
continue
|
||
_rr = r[7] # c.rr（策略自带）
|
||
if _rr is None:
|
||
print(f" ⏭ {code} {name} 策略未提供RR（scanner需在INSERT时写candidates.rr），跳过")
|
||
processed += 1
|
||
continue
|
||
# 超跌类策略豁免 RR 门槛（超跌反弹 RR 天然 <2，用策略自带参数即可，同 p_oversold 先例）
|
||
if _rr < 2.0 and cand_sector not in ("p_oversold", "b_td1_v3", "b_td1"):
|
||
print(f" ⏭ {code} {name} RR={_rr:.2f}<2.0，不入自选")
|
||
processed += 1
|
||
continue
|
||
# 用候选自带参数（不再重锚定）
|
||
_parts = (r[3] or "").split("~")
|
||
if len(_parts) >= 2:
|
||
try:
|
||
el = float(_parts[0]); eh = float(_parts[1])
|
||
except Exception:
|
||
el = eh = 0
|
||
else:
|
||
el = eh = 0
|
||
sl = r[4] or 0
|
||
tp = r[5] or 0
|
||
if not (el > 0 and eh > el and sl > 0 and tp > 0):
|
||
print(f" ⏭ {code} {name} 候选参数无效(区{el}~{eh} 损{sl} 盈{tp})，跳过")
|
||
processed += 1
|
||
continue
|
||
|
||
# 构建策略
|
||
now = datetime.now().strftime("%Y-%m-%d %H:%M:%S")
|
||
timing_signal = "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})"
|
||
|
||
# 容量闸：自选上限60只
|
||
MAX_WATCH = 60
|
||
wl_count = conn.execute(
|
||
"SELECT COUNT(*) FROM holding_strategies WHERE status='active' AND decision_type='自选策略'").fetchone()[0]
|
||
if wl_count >= MAX_WATCH:
|
||
weakest = conn.execute("""
|
||
SELECT code, name, COALESCE(rr_ratio,0) as rr FROM holding_strategies
|
||
WHERE status='active' AND decision_type='自选策略'
|
||
ORDER BY COALESCE(rr_ratio,0) ASC, updated_at ASC LIMIT 1""").fetchone()
|
||
if weakest and (weakest[2] or 0) < 2.0:
|
||
conn.execute(
|
||
"INSERT INTO watchlist_log (code, name, event, reason, old_signal, new_signal, price) "
|
||
"VALUES (?,?,?,?,?,?,?)",
|
||
(weakest[0], weakest[1] or "", "exit", f"容量{MAX_WATCH}淘汰为新标的{code}腾位", "", "已删除", 0))
|
||
conn.execute(
|
||
"DELETE FROM holding_strategies WHERE code=? AND status='active' AND decision_type='自选策略'",
|
||
(weakest[0],))
|
||
print(f" 🔴 容量淘汰: {weakest[0]} {weakest[1]} (RR={weakest[2]})", flush=True)
|
||
else:
|
||
print(f" ⏭ 自选已满{MAX_WATCH}且现有标的均RR>=2.0，{code}暂缓提拔", flush=True)
|
||
processed += 1
|
||
continue
|
||
|
||
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
|
||
processed += 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)
|
||
processed += 1
|
||
|
||
# 触发全量重评（仅新插入）
|
||
if newly_added:
|
||
try:
|
||
import subprocess as _sp
|
||
r = _sp.run(["python3", "/home/hmo/MoFin/deploy/profile-scripts/per_stock_reassess.py", code],
|
||
capture_output=True, text=True, timeout=REASSESS_TIMEOUT)
|
||
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] 本次处理{processed}个，提拔{promoted}只（剩余留待下批）", flush=True)
|
||
|
||
# 推XMPP
|
||
if promoted > 0:
|
||
try:
|
||
import urllib.request
|
||
body = f"🤖 候选自动提拔: {promoted}只新入自选（评分降序优中选优，每批≤{MAX_NEW_PER_RUN}）"
|
||
req = urllib.request.Request("http://127.0.0.1:5805/",
|
||
data=json.dumps({"to": "hmo@yoin.fun", "body": body, "type": "chat"}).encode(),
|
||
headers={"Content-Type": "application/json"})
|
||
urllib.request.urlopen(req, timeout=5)
|
||
print("[PROMOTE] XMPP 通知已发送", flush=True)
|
||
except Exception as e:
|
||
print(f"[PROMOTE] XMPP 通知失败: {e}", flush=True)
|
||
|
||
conn.close()
|
||
|
||
if __name__ == "__main__":
|
||
main()
|