chore: baseline — ORM migration + systemd deploy + MCP server + daily check

- ORM migration: models/ops 重构
- deploy: 标准化 systemd timer/service 部署体系
- MCP server: 5 个只读工具(任务/状态/数据集)
- daily check: 数据一致性巡检
- watch: task_watch 后台监控
- kline_daily: 麦蕊优先,时间门禁15:00
- 删除: task_industry_sector, task_sector_features

app/sources/xueqiu.py

@@ -16,7 +16,7 @@ from typing import Any, Optional
 import pandas as pd
 
 from app.core.datasource.base import DataSource
-from app.core.datasource.utils import code6_to_xueqiu
+from app.core.datasource.utils import call_with_timeout, code6_to_xueqiu, effective_market_date
 
 logger = logging.getLogger("sync.xueqiu")
 
@@ -94,7 +94,11 @@ class XueqiuSource(DataSource):
         try:
             ball = self._import_ball()
             self._set_token_once()
-            result = ball.quote_detail("SH600036")
+            result = call_with_timeout(
+                ball.quote_detail, "SH600036",
+                timeout=10.0, on_timeout=None,
+                description="xueqiu.health_check",
+            )
             if result is None or result.get("error_code") != 0:
                 return {
                     "success": False,
@@ -123,12 +127,23 @@ class XueqiuSource(DataSource):
             count = min(max((end_dt - start_dt).days + 60, 10), 5000)
 
             # 加重试：雪球风控偶尔返回空/错误
+            # 用 call_with_timeout 包一层 — 2026-07-08 kline_daily 卡死 4h 根因
+            # 就是 pysnowball ball.kline() 底层 requests 无 read timeout,雪球
+            # 服务端卡住时这里永久阻塞。timeout=20s 与 mairui/sina 对齐。
             result = None
             for attempt in range(3):
-                result = ball.kline(symbol, period="day", count=count)
+                result = call_with_timeout(
+                    ball.kline, symbol, period="day", count=count,
+                    timeout=20.0, on_timeout=None,
+                    description=f"xueqiu.kline {symbol}",
+                )
                 if result and result.get("error_code") == 0:
                     break
-                time.sleep(0.3 * (attempt + 1))
+                if result is None and attempt < 2:
+                    time.sleep(0.3 * (attempt + 1))
+                    continue
+                if result and result.get("error_code") != 0:
+                    time.sleep(0.3 * (attempt + 1))
             if not result or result.get("error_code") != 0:
                 logger.warning(
                     "[kline %s] 雪球 kline 失败: error_code=%s desc=%s",
@@ -177,7 +192,12 @@ class XueqiuSource(DataSource):
             self._wait_rps()
 
             symbol = code6_to_xueqiu(code6)
-            result = ball.quote_detail(symbol)
+            # ball.quote_detail 同样有 pysnowball 无 read timeout 风险,包一层
+            result = call_with_timeout(
+                ball.quote_detail, symbol,
+                timeout=15.0, on_timeout=None,
+                description=f"xueqiu.quote_detail {symbol}",
+            )
             if not result or result.get("error_code") != 0:
                 logger.warning(
                     "[share %s] 雪球 quote_detail 失败: error_code=%s desc=%s",
@@ -187,14 +207,18 @@ class XueqiuSource(DataSource):
                 )
                 return None
             quote = result.get("data", {}).get("quote", {})
-            today_str = datetime.now().strftime("%Y-%m-%d")
+            # 雪球 quote_detail 不返回明确"股本变动日",time 字段是 quote 当前
+            # 时间,不是交易日。股本数据本质是慢变快照,这里标"最近已完成交易日"
+            # (15:30 前=昨天,15:30 后=今天) — 比 datetime.now() 精确,避免盘前
+            # 拉到的快照被错标为"今天"。
+            as_of = effective_market_date()
             total = round(float(quote.get("total_shares") or 0) / 1e8, 4)
             flt = round(float(quote.get("float_shares") or 0) / 1e8, 4)
             if total <= 0 or flt <= 0:
                 logger.warning("[share %s] 雪球返回成功但 total/float 为 0", code6)
                 return None
             return {
-                "trade_date": today_str,
+                "trade_date": as_of,
                 "total_share": total,
                 "float_share": flt,
             }