知微
f6ee15489c
改动： - 移除「策略需重评」报告段 — 内部流程，Dad不需要看到 - 移除pick/watch拆分的旧逻辑 — 统一为actionable过滤 - 跳过信号含等企稳关注信号不充分neutral持有等无用描述的个股 - 无操作信号 → 静默不推 - 有操作信号 → 标准格式（含行业context+技术位+止损止盈+RR+1手成本） Dad要求：要看到的是可以直接操作的建议，不是内部流程记录
304 lines
9.6 KiB
Python
304 lines
9.6 KiB
Python
#!/usr/bin/env python3
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"""
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stale_push_wlin.py — 按5步逻辑推送自选股买入区提醒 + 自动触发重评
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5步逻辑：
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1. 筛选 is_watchlist=true 且价在买入区
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2. RR<1.5/无止盈位/非买入signal → 标记 STRATEGY_STALE → 触发自动重评
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3. 可推的：计算每手买入金额和现金占比
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4. 发现 STRATEGY_STALE → 后台跑 per_stock_reassess.py 自动重评
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no_agent模式：有推送→输出；无→静默
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搭配 cron: no_agent=True, 交易日每30分跑一次
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"""
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import subprocess
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import sys
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import re
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import json
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import os
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import threading
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from datetime import datetime
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try:
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from urllib.request import Request, urlopen
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except ImportError:
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from urllib2 import Request, urlopen
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XMPP_BRIDGE = "http://127.0.0.1:5805/"
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XMPP_USER = "hmo@yoin.fun"
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STALENESS_REPORT = "/home/hmo/web-dashboard/data/strategy_staleness_report.json"
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DETECTOR = "/home/hmo/.hermes/profiles/position-analyst/scripts/stale_detector.py"
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PORTFOLIO_PATH = "/home/hmo/web-dashboard/data/portfolio.json"
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REGEN_SCRIPT = "/home/hmo/.hermes/profiles/position-analyst/scripts/per_stock_reassess.py"
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REGEN_LOCK = "/tmp/.stale_push_wlin_regen.lock"
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MACRO_CTX = "/home/hmo/web-dashboard/data/macro_context.json"
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MARKET_JSON = "/home/hmo/web-dashboard/data/market.json"
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NON_BUY_SIGNALS = ["观望", "弱势持有", "深套持有"]
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def load_macro_line():
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"""加载大盘和市场的简要描述"""
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parts = []
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try:
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with open(MACRO_CTX) as f:
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m = json.load(f).get("structure", {})
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overall = m.get("overall", "neutral")
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desc = m.get("description", "")
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if "bearish" in overall:
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parts.append("大盘偏弱")
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elif overall == "bullish":
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parts.append("大盘偏强")
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elif desc:
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parts.append(f"大盘{desc}")
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except Exception:
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pass
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try:
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with open(MARKET_JSON) as f:
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mk = json.load(f)
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mood = mk.get("mood", "")
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if mood:
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parts.append(f"市场{mood}")
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except Exception:
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pass
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return " | ".join(parts) if parts else ""
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def is_actionable(cur, timing_signal=""):
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"""检查信号是否可操作。空文本/含非买入关键词 → 不可操作"""
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if not cur and not timing_signal:
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return False # 空文本默认不安全
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for kw in NON_BUY_SIGNALS:
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if cur and kw.lower() in cur.lower():
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return False
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if timing_signal and kw.lower() in timing_signal.lower():
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return False
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return True
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def trigger_regen_sync(stock_codes=None):
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"""同步执行指定个股的重评（等重评完再发报告）"""
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if not stock_codes:
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return
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try:
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cmd = ["python3", REGEN_SCRIPT] + stock_codes
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subprocess.run(cmd, capture_output=True, text=True, timeout=60)
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except subprocess.TimeoutExpired:
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print("[REGEN] 重评超时（60s）", file=sys.stderr)
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except Exception as e:
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print(f"[REGEN] 重评失败: {e}", file=sys.stderr)
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def load_cash():
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"""从 portfolio.json 实时读现金，不硬编码"""
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try:
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with open(PORTFOLIO_PATH) as f:
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data = json.load(f)
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if isinstance(data, dict):
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return data.get("cash", 0)
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if isinstance(data, list) and len(data) > 1 and isinstance(data[1], dict):
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return data[1].get("cash", 0)
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return 0
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except Exception:
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return 0
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_HK_LOT_CACHE = {}
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def hk_lot_size(code):
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"""从腾讯行情API获取港股实际每手股数（字段[60]），带缓存"""
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if code in _HK_LOT_CACHE:
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return _HK_LOT_CACHE[code]
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try:
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url = f"http://qt.gtimg.cn/q=hk{code}"
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req = Request(url, headers={"User-Agent": "curl/7.81"})
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with urlopen(req, timeout=5) as r:
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text = r.read().decode("gbk")
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raw = text.split("=", 1)[1].strip().strip('"').strip(";")
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fld = raw.split("~")
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lot = int(fld[60]) if len(fld) > 60 and fld[60] else 1000
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_HK_LOT_CACHE[code] = lot
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return lot
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except Exception:
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_HK_LOT_CACHE[code] = 1000
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return 1000
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def lot_cost(code, price):
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if str(code).startswith("688"):
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return 200 * price
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elif len(str(code)) == 5:
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lot = hk_lot_size(code)
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try:
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sys.path.insert(0, '/home/hmo/MoFin')
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from hk_rate import hkd_to_cny
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rate = hkd_to_cny()
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except Exception:
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rate = 0.87
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return int(lot * price * rate)
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else:
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return 100 * price
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def push_to_xmpp(text):
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"""通过知微 HTTP bridge 推送到老爸私信"""
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if not text.strip():
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return
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try:
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payload = json.dumps({
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"to": XMPP_USER,
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"body": text.strip(),
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"type": "chat",
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}).encode("utf-8")
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req = Request(XMPP_BRIDGE, data=payload, headers={"Content-Type": "application/json"})
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urlopen(req, timeout=5)
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except Exception as e:
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print(f"[XMPP推送失败] {e}", file=sys.stderr)
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def main():
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r = subprocess.run(
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["python3", DETECTOR], capture_output=True, text=True, timeout=60
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)
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if r.returncode != 0 and r.stderr:
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print(f"[stderr] {r.stderr.strip()}", file=sys.stderr)
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wl_lines = [
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l for l in r.stdout.split("\n")
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if "[WL_IN]" in l and "[自选]" in l
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]
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if not wl_lines:
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return 0
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# 读 stale report
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try:
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with open(STALENESS_REPORT) as f:
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report = json.load(f)
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except Exception:
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report = {"flagged": []}
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code_cur = {i["code"]: i.get("current", "") for i in report.get("flagged", [])}
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# 读 decisions.json 获取完整策略数据
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code_data = {}
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try:
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with open("/home/hmo/web-dashboard/data/decisions.json") as f:
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dec = json.load(f)
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for e in dec.get("decisions", []):
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code_data[e["code"]] = e
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except Exception:
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pass
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cash = load_cash()
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stocks = []
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stale_list = []
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for l in wl_lines:
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m = re.match(r'\[WL_IN\](?:\s+\[\w+\])*\s+\[自选\]\s+(\S+)\((\d+)\)', l)
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if not m:
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continue
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name, code = m.group(1), m.group(2)
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pm = re.search(r'价(\d+\.\d{2})', l)
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if not pm:
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continue
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price = float(pm.group(1))
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zm = re.search(r'买入([\d.]+)~([\d.]+)', l)
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if not zm:
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continue
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buy_low, buy_high = float(zm.group(1)), float(zm.group(2))
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is_stale = "[STRATEGY_STALE]" in l
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cur = code_cur.get(code, "")
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if not is_actionable(cur, code_data.get(code, {}).get("timing_signal", "")) or is_stale:
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stale_list.append((name, code, price, buy_low, buy_high, cur))
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continue
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lot = lot_cost(code, price)
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ratio = lot / cash if cash > 0 else 999
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stocks.append((name, code, price, buy_low, buy_high, lot, ratio))
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if not stocks and not stale_list:
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return 0
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now = datetime.now().strftime("%H:%M")
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lines = []
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# 市场背景
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macro_line = load_macro_line()
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if macro_line:
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lines.append(f"【市场背景】{macro_line}")
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# [重评] 内部流程 — 不在报告中展示，只执行重评
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if stale_list:
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stale_codes = [s[1] for s in stale_list]
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trigger_regen_sync(stale_codes)
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# 重评完成，re-read decisions.json
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code_data = {}
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try:
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with open("/home/hmo/web-dashboard/data/decisions.json") as f:
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dec = json.load(f)
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for e in dec.get("decisions", []):
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code_data[e["code"]] = e
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except Exception:
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pass
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stocks.sort(key=lambda s: (
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0 if len(str(s[1])) == 6 else 1,
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-code_data.get(s[1], {}).get("rr_ratio", 0)
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))
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# 只展示有清晰操作信号的个股：不含"等企稳""关注""信号不充分""neutral"及纯持有信号
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SKIP_KEYWORDS = ["等企稳", "关注", "信号不充分"]
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BUY_KEYWORDS = ["买入", "加仓"]
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actionable = []
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for s in stocks:
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sig = code_data.get(s[1], {}).get("timing_signal", "")
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if not sig:
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continue
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# 跳过非操作信号
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if any(kw in sig for kw in SKIP_KEYWORDS):
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continue
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# 中性信号跳过
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stripped = sig.strip().lower()
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if not stripped or stripped in ("", "neutral", "持有", "深套持有", "弱势持有"):
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continue
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actionable.append(s)
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if not actionable:
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return 0 # 无操作信号 → 静默，不推
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# 标准格式：每个可操作标的
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lines.append(f"【💡 操作建议】（当前{len(actionable)}只自选可操作）")
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for s in actionable:
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name, code, price, buy_low, buy_high, lot, ratio = s
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d = code_data.get(code, {})
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sl = d.get("stop_loss", 0)
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tp = d.get("take_profit", 0)
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rr = d.get("rr_ratio", 0)
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sig = d.get("timing_signal", "")
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sector = d.get("sector_context", "")
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tech = d.get("tech_snapshot", "")
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# 提取技术位
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ss = {"强撑":"-", "弱撑":"-", "弱压":"-", "强压":"-"}
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for tag in ss:
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m = re.search(rf'{tag}:([\d.]+)', tech)
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if m:
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ss[tag] = m.group(1)
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pfx = "" if len(code) == 6 else "HK$"
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lines.append(
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f" {name}({code}) {pfx}{price:.2f} 买区{buy_low}~{buy_high} | "
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f"1手{lot:,.0f}元 RR={rr:.1f} 损{sl} 盈{tp}\n"
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f" {sector} | {ss['强撑']}→{ss['弱撑']}→{ss['弱压']}→{ss['强压']} | {sig}"
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)
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lines.insert(0, f"【知微】自选买入提醒 {now} | 现金{cash:,.0f}元")
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out = "\n".join(lines)
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print(out)
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push_to_xmpp(out)
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return 1
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if __name__ == "__main__":
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sys.exit(main())
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