fix: remove inactive concept, fix L3 noise

deploy/profile-scripts/stale_detector.py

@@ -1,397 +1,397 @@
-#!/usr/bin/env python3
-"""stale_detector.py — 检查所有策略，标记价格偏离/过期的策略
-
-读取 holding_strategies + 自选策略的DB双源数据。
-可被 cron no_agent 模式调用：stdout 注入到后续 LLM 分析。
-
-输出格式：
-  [FLAG] [自选/持仓] 股票名(代码) 价XX | 买入A~B | 问题
-
-用法：
-  python3 stale_detector.py
-"""
-import json
-import sys
-import os
-from datetime import datetime, timezone
-sys.path.insert(0, '/home/hmo/MoFin')
-from mo_data import read_portfolio, read_decisions, read_watchlist, get_price, get_prices_batch
-
-
-def fetch_prices(codes):
-    """统一价格源：优先 stock_quote.py，腾讯API降级为兜底"""
-    if not codes:
-        return {}
-    # 尝试用 stock_quote.py 获取（脚本强制规范）
-    try:
-        import subprocess
-        script = None
-        for p in ["/home/hmo/MoFin/deploy/profile-scripts/stock_quote.py", "/home/hmo/MoFin/stock_quote.py"]:
-            if os.path.exists(p):
-                script = p
-                break
-        if script:
-            result = subprocess.run(
-                [sys.executable, script] + [str(c) for c in codes],
-                capture_output=True, text=True, timeout=30
-            )
-            if result.returncode == 0 and result.stdout.strip():
-                results = {}
-                for line in result.stdout.strip().split("\n"):
-                    if not line.strip():
-                        continue
-                    try:
-                        item = json.loads(line)
-                        code = str(item.get("code", ""))
-                        price = item.get("price")
-                        change = item.get("change_pct", 0)
-                        if code and price is not None:
-                            results[code] = (float(price), float(change))
-                    except (json.JSONDecodeError, ValueError):
-                        continue
-                if results:
-                    return results
-    except Exception as e:
-        print(f"[STALE] stock_quote.py 回退: {e}", file=sys.stderr)
-
-    # 兜底：mo_data.get_prices_batch
-    try:
-        raw = get_prices_batch(codes)
-        if raw:
-            return {code: (p, chg) for code, (p, chg) in raw.items()}
-    except Exception as e:
-        print(f"FETCH_FAIL (fallback): {e}", file=sys.stderr)
-    return {}
-
-
-def main():
-    decisions_list = read_decisions()
-    if not isinstance(decisions_list, list):
-        decisions_list = decisions_list.get("decisions", []) if isinstance(decisions_list, dict) else []
-
-    # 只保留有买入区的条目，排除已关闭的（inactive/closed）
-    EXCLUDED_STATUSES = ("closed", "inactive")
-    to_check = [d for d in decisions_list if (d.get("entry_low") is not None or d.get("entry_high") is not None) and d.get("status") not in EXCLUDED_STATUSES]
-
-    # ----- 补充自选（从 holding_strategies 读取，watchlist_stocks 已废弃） -----
-    try:
-        import sqlite3
-        db = sqlite3.connect('/home/hmo/MoFin/data/mofin.db')
-        db.row_factory = sqlite3.Row
-        wl_rows = db.execute(
-            "SELECT code, name, entry_low, entry_high, stop_loss, take_profit, rr_ratio, timing_signal, action "
-            "FROM holding_strategies WHERE status='active' AND decision_type='自选策略' "
-            "AND entry_low IS NOT NULL AND entry_high IS NOT NULL"
-        ).fetchall()
-        db.close()
-        existing_codes = {d["code"] for d in to_check}
-        for row in wl_rows:
-            code = str(row["code"])
-            if code in existing_codes:
-                continue
-            entry_low = row["entry_low"]
-            entry_high = row["entry_high"]
-            if not entry_low or not entry_high or entry_low <= 0:
-                continue
-            action = row["action"] or ""
-            timing_signal = row["timing_signal"] or "买入"
-            wl_entry = {
-                "code": code,
-                "name": row["name"] or code,
-                "entry_low": entry_low,
-                "entry_high": entry_high,
-                "stop_loss": row["stop_loss"],
-                "type": "自选策略",
-                "action": action,
-                "timing_signal": timing_signal,
-            }
-            to_check.append(wl_entry)
-    except Exception as e:
-        print(f"[WATCHLIST_MERGE FAIL] {e}", file=sys.stderr)
-
-    if not to_check:
-        print("[SILENT] 无需要检查的策略")
-        return 0
-
-    # ----- 自选股买入区偏离自动重评 (从 holding_strategies 读，watchlist_stocks 已废弃) -----
-    try:
-        import subprocess, sqlite3
-        db = sqlite3.connect('/home/hmo/MoFin/data/mofin.db')
-        db.row_factory = sqlite3.Row
-        wl_stocks = db.execute(
-            "SELECT code, name, entry_low, entry_high "
-            "FROM holding_strategies WHERE status='active' AND decision_type='自选策略' "
-            "AND entry_low IS NOT NULL AND entry_high IS NOT NULL AND entry_low > 0"
-        ).fetchall()
-        db.close()
-        reassess_scripts = []
-        for ws in wl_stocks:
-            code, name, wl_el, wl_eh = ws
-            if not wl_el or not wl_el or wl_el <= 0:
-                continue
-            center = (wl_el + wl_eh) / 2
-            # 从 decisions 拿实时价
-            price_map = fetch_prices([code])
-            cur_price = price_map.get(code, (None, None))[0]
-            if not cur_price or cur_price <= 0:
-                continue
-            drift = (cur_price / center - 1) * 100
-            # 触发条件：价格偏离>15% 或 买入区明确错误（价格完全在区间外且偏离>50%）
-            price_outside = cur_price < wl_el or cur_price > wl_eh
-            if abs(drift) > 15 or (price_outside and abs(drift) > 50):
-                reassess_scripts.append(code)
-                print(f"[AUTO_REASSESS] {name}({code}) 价{cur_price:.2f}偏离买入区中心{center:.2f} {drift:+.0f}% → 触发重评")
-        if reassess_scripts:
-            # 调用 per_stock_reassess（每轮最多5只，防LLM慢导致整批超时；其余下轮继续）
-            reassess_path = None
-            for p in ['/home/hmo/MoFin/deploy/profile-scripts/per_stock_reassess.py',
-                      '/home/hmo/.hermes/profiles/position-analyst/scripts/per_stock_reassess.py']:
-                if os.path.exists(p):
-                    reassess_path = p
-                    break
-            if reassess_path:
-                MAX_PER_RUN = 5
-                batch = reassess_scripts[:MAX_PER_RUN]
-                if len(reassess_scripts) > MAX_PER_RUN:
-                    print(f"[AUTO_REASSESS] 本轮限{MAX_PER_RUN}只，剩余{len(reassess_scripts)-MAX_PER_RUN}只下轮继续")
-                for code in batch:
-                    try:
-                        # LLM 重评冷启动 20-100s，deepseek-v4-pro 更慢 → 480s
-                        r = subprocess.run(['python3', reassess_path, code],
-                                         capture_output=True, text=True, timeout=480)
-                        out = r.stdout.strip()[:200] if r.stdout else ""
-                        err = r.stderr.strip()[:200] if r.stderr else ""
-                        print(f"  → {code}: exited={r.returncode} {out}")
-                    except subprocess.TimeoutExpired:
-                        print(f"  → {code}: 超时480s（LLM仍慢），下轮重试")
-    except Exception as e:
-        print(f"[AUTO_REASSESS FAIL] {e}")
-    # ----- 结束 自选股重评 -----
-    # 🔁 重评后重新从DB读取策略数据，刷新to_check
-    try:
-        decisions_list = read_decisions()
-        if not isinstance(decisions_list, list):
-            decisions_list = decisions_list.get("decisions", []) if isinstance(decisions_list, dict) else []
-        to_check = [d for d in decisions_list if (d.get("entry_low") is not None or d.get("entry_high") is not None) and d.get("status") not in EXCLUDED_STATUSES]
-        # 重新合并自选（从 holding_strategies 读）
-        db2 = sqlite3.connect('/home/hmo/MoFin/data/mofin.db')
-        db2.row_factory = sqlite3.Row
-        wl_rows2 = db2.execute(
-            "SELECT code, name, entry_low, entry_high, stop_loss, take_profit, rr_ratio, timing_signal, action "
-            "FROM holding_strategies WHERE status='active' AND decision_type='自选策略' "
-            "AND entry_low IS NOT NULL AND entry_high IS NOT NULL AND entry_low > 0"
-        ).fetchall()
-        db2.close()
-        existing_codes2 = {d["code"] for d in to_check}
-        for row in wl_rows2:
-            code = str(row["code"])
-            if code in existing_codes2:
-                continue
-            entry_low = row["entry_low"]
-            entry_high = row["entry_high"]
-            if not entry_low or not entry_high or entry_low <= 0:
-                continue
-            action = row["action"] or ""
-            timing_signal = row["timing_signal"] or "买入"
-            wl_entry = {
-                "code": code,
-                "name": row["name"] or code,
-                "entry_low": entry_low,
-                "entry_high": entry_high,
-                "stop_loss": row["stop_loss"],
-                "type": "自选策略",
-                "action": action,
-                "timing_signal": timing_signal,
-            }
-            to_check.append(wl_entry)
-    except Exception as e:
-        print(f"[RELOAD FAIL] {e}", file=sys.stderr)
-
-    # ----- 组合级监测：读取总仓位 + 弱势比例 -----
-    position_pct = 0
-    cash = 0
-    total_assets = 0
-    try:
-        pf = read_portfolio()
-        position_pct = pf.get("position_pct", 0)
-        cash = pf.get("cash", 0)
-        total_assets = pf.get("total_assets", 0)
-    except Exception:
-        pass
-    # 统计持仓策略中弱势/深套的比例
-    weak_count = 0
-    holding_count = 0
-    for d in decisions_list:
-        if d.get("type") == "持仓策略" and d.get("status") not in ("closed", "inactive"):
-            holding_count += 1
-            cat = d.get("stock_category", "")
-            if cat in ("弱势", "深套"):
-                weak_count += 1
-    weak_ratio = (weak_count / holding_count * 100) if holding_count > 0 else 0
-
-    prices = fetch_prices([d["code"] for d in to_check])
-    now = datetime.now(timezone.utc).astimezone()
-    found = 0
-
-    for d in to_check:
-        code = d["code"]
-        name = d.get("name", code)
-        el = d.get("entry_low")
-        eh = d.get("entry_high")
-        sl = d.get("stop_loss")
-        tp = d.get("take_profit")
-        ts = d.get("created_at") or d.get("timestamp") or d.get("updated_at", "")
-        is_wl = "自选" in (d.get("type", ""))
-
-        pi = prices.get(code)
-        if not pi:
-            continue
-        price, chg = pi
-        if price <= 0:
-            continue
-
-        issues, flags = [], []
-        tag = "[自选]" if is_wl else "[持仓]"
-
-        # -- 偏离 --
-        if is_wl and not issues and not flags:
-            # 自选在买入区上沿与20%之间（零标记漏洞）：标记为小幅偏离
-            if el and eh and price > eh:
-                flags.append("[WL_DRIFT]")
-                flags.append("[STRATEGY_STALE]")
-                issues.append(f"[STRATEGY_STALE] 价{price:.2f}超买入区上沿+{((price/eh)-1)*100:.1f}%，买入区需重评")
-        if is_wl and el and eh:
-            # 读取 timing_signal 判断策略有效性（timing_signal 字段优先，fallback to action）
-            current_str = d.get("current", "") or ""
-            timing_signal = d.get("timing_signal", "") or current_str
-            has_nonbuy_signal = any(kw in timing_signal for kw in [
-                "等企稳再入", "等企稳", "弱势持有", "观望",
-                "不建议买入", "谨慎买入",
-            ])
-
-            # 直接计算 R/R（不依赖文本匹配）
-            rr_invalid = False
-            if sl and sl > 0 and tp and tp > 0 and price > sl:
-                rr = (tp - price) / (price - sl)
-                if rr < 1.5:
-                    rr_invalid = True
-                # 也检查 tp 是否接近或低于成本（微盈/浮亏止盈）
-                cost = d.get("cost", 0)
-                if cost and cost > 0 and tp <= cost * 1.05:
-                    rr_invalid = True
-
-            strategy_deficient = has_nonbuy_signal or rr_invalid
-            # 对自选无止盈位的也标记（策略不完整）
-            if not tp or tp == 0:
-                strategy_deficient = True
-
-            if el <= price <= eh:
-                flags.append("[WL_IN]")
-                if strategy_deficient:
-                    flags.append("[STRATEGY_STALE]")
-                    issues.append(f"[STRATEGY_STALE] 价{price:.2f}在买入区{el}~{eh}但策略不完整（{'RR='+f'{rr:.2f}<1.5' if rr_invalid else '无止盈位' if not tp else '非买入信号'}），买入区需重评")
-                else:
-                    issues.append(f"[PUSH] 价{price:.2f}入买入区{el}~{eh}")
-            elif price > eh * 1.35:
-                flags.append("[WL_HIGH]")
-                flags.append("[STRATEGY_STALE]")
-                issues.append(f"[STRATEGY_STALE] 价{price:.2f}高出买入区+{((price/eh)-1)*100:.0f}%，买入区需重评")
-            elif price > eh * 1.20:
-                flags.append("[WL_DRIFT]")
-                flags.append("[STRATEGY_STALE]")
-                issues.append(f"[STRATEGY_STALE] 价{price:.2f}高出买入区+{((price/eh)-1)*100:.0f}%，买入区需重评")
-            elif price > eh:
-                flags.append("[WL_DRIFT]")
-                flags.append("[STRATEGY_STALE]")
-                issues.append(f"[STRATEGY_STALE] 价{price:.2f}超买入区上沿+{((price/eh)-1)*100:.1f}%，买入区需重评")
-        elif not is_wl and eh:
-            dp = (price / eh - 1) * 100
-            if dp > 35:
-                flags.append("[SEVERE]")
-                issues.append(f"偏离买入区上沿+{dp:.0f}%")
-            elif dp > 20:
-                flags.append("[DRIFT]")
-                issues.append(f"偏离买入区上沿+{dp:.0f}%")
-            elif dp > 10:
-                flags.append("[WARN]")
-                issues.append(f"偏离买入区上沿+{dp:.0f}%")
-            # 持仓在买入区内但 R/R 不达标
-            if el and sl and sl > 0 and tp and tp > 0 and price > sl:
-                if el <= price <= eh:
-                    rr = (tp - price) / (price - sl)
-                    if rr < 1.5:
-                        flags.append("[RR_WARN]")
-                        issues.append(f"买入区内RR仅{rr:.2f}<1.5，策略需重评")
-
-        # -- 距止损/止盈（仅持仓） --
-        if not is_wl:
-            if sl and sl > 0:
-                dsl = (price / sl - 1) * 100
-                if dsl < 5:
-                    # 成本基准校验：浮盈>5%时止损是利润保护，不是危险信号
-                    # (mirrors NEAR_TP cost_check logic at line 195-198)
-                    cost = d.get("cost")
-                    if cost and cost > 0 and price > cost * 1.05:
-                        flags.append("[PROFIT_PROTECT]")
-                        pnl = (price / cost - 1) * 100
-                        issues.append(f"距止损仅{dsl:.1f}%(利润保护,浮盈{pnl:.0f}%)")
-                    else:
-                        flags.append("[NEAR_SL]")
-                        issues.append(f"距止损仅{dsl:.1f}%")
-            if tp and tp > 0:
-                dtp = (tp / price - 1) * 100
-                if dtp < 5:
-                    # 成本基准校验：止盈标记只有在盈利≥5%时才有效
-                    cost_check = True
-                    cost = d.get("cost")
-                    if cost and cost > 0 and price < cost * 1.05:
-                        cost_check = False
-                    if cost_check:
-                        flags.append("[NEAR_TP]")
-                        issues.append(f"距止盈仅{dtp:.1f}%")
-
-        # -- 过期 --
-        stale_limit = 30 if is_wl else 14
-        if ts:
-            try:
-                ud = datetime.fromisoformat(ts)
-                if ud.tzinfo is None:
-                    ud = ud.replace(tzinfo=timezone.utc)
-                days = (now - ud).days
-                if days > stale_limit:
-                    flags.append("[STALE]")
-                    issues.append(f"{days}天未更新(>{stale_limit})")
-            except (ValueError, TypeError):
-                pass
-
-        if issues:
-            # 仅输出有明确操作信号的行：[PUSH]=推荐买入, [STRATEGY_STALE]=需重评
-            # 静默其他纯信息行（如仅"价XX高出/高于买入区"而无操作建议）
-            if any("[PUSH]" in i or "[STRATEGY_STALE]" in i for i in issues):
-                print(f"{' '.join(flags)} {tag} {name}({code}) 价{price:.2f}{chg} | 买入{el}~{eh} | {'; '.join(issues)}")
-                found += 1
-
-    if found == 0:
-        print("[SILENT] 所有策略正常")
-
-    # ----- 组合级警报 -----
-    portfolio_alerts = 0
-    if holding_count > 0:
-        if weak_ratio > 40:
-            print(f"\n[PORTFOLIO_WEAK] 组合弱势比例{weak_ratio:.0f}% ({weak_count}/{holding_count})！仓位{position_pct:.1f}% → 建议系统性减仓")
-            portfolio_alerts += 1
-        elif weak_ratio > 30:
-            print(f"\n[PORTFOLIO_WEAK_MILD] 组合弱势比例{weak_ratio:.0f}% ({weak_count}/{holding_count})，仓位{position_pct:.1f}%，关注")
-            portfolio_alerts += 1
-    if position_pct > 80 and holding_count > 0:
-        # 仓位过满提醒
-        print(f"[PORTFOLIO_FULL] 总仓位{position_pct:.1f}% > 80%，现金{cash:.0f}({cash/total_assets*100:.1f}%)")
-        portfolio_alerts += 1
-    if portfolio_alerts > 0:
-        found += portfolio_alerts
-
-    return found
-
-
-if __name__ == "__main__":
-    main()
+#!/usr/bin/env python3
+"""stale_detector.py — 检查所有策略，标记价格偏离/过期的策略
+
+读取 holding_strategies + 自选策略的DB双源数据。
+可被 cron no_agent 模式调用：stdout 注入到后续 LLM 分析。
+
+输出格式：
+  [FLAG] [自选/持仓] 股票名(代码) 价XX | 买入A~B | 问题
+
+用法：
+  python3 stale_detector.py
+"""
+import json
+import sys
+import os
+from datetime import datetime, timezone
+sys.path.insert(0, '/home/hmo/MoFin')
+from mo_data import read_portfolio, read_decisions, read_watchlist, get_price, get_prices_batch
+
+
+def fetch_prices(codes):
+    """统一价格源：优先 stock_quote.py，腾讯API降级为兜底"""
+    if not codes:
+        return {}
+    # 尝试用 stock_quote.py 获取（脚本强制规范）
+    try:
+        import subprocess
+        script = None
+        for p in ["/home/hmo/MoFin/deploy/profile-scripts/stock_quote.py", "/home/hmo/MoFin/stock_quote.py"]:
+            if os.path.exists(p):
+                script = p
+                break
+        if script:
+            result = subprocess.run(
+                [sys.executable, script] + [str(c) for c in codes],
+                capture_output=True, text=True, timeout=30
+            )
+            if result.returncode == 0 and result.stdout.strip():
+                results = {}
+                for line in result.stdout.strip().split("\n"):
+                    if not line.strip():
+                        continue
+                    try:
+                        item = json.loads(line)
+                        code = str(item.get("code", ""))
+                        price = item.get("price")
+                        change = item.get("change_pct", 0)
+                        if code and price is not None:
+                            results[code] = (float(price), float(change))
+                    except (json.JSONDecodeError, ValueError):
+                        continue
+                if results:
+                    return results
+    except Exception as e:
+        print(f"[STALE] stock_quote.py 回退: {e}", file=sys.stderr)
+
+    # 兜底：mo_data.get_prices_batch
+    try:
+        raw = get_prices_batch(codes)
+        if raw:
+            return {code: (p, chg) for code, (p, chg) in raw.items()}
+    except Exception as e:
+        print(f"FETCH_FAIL (fallback): {e}", file=sys.stderr)
+    return {}
+
+
+def main():
+    decisions_list = read_decisions()
+    if not isinstance(decisions_list, list):
+        decisions_list = decisions_list.get("decisions", []) if isinstance(decisions_list, dict) else []
+
+    # 只保留有买入区的条目，排除已关闭的（inactive/closed）
+    EXCLUDED_STATUSES = ("closed",)
+    to_check = [d for d in decisions_list if (d.get("entry_low") is not None or d.get("entry_high") is not None) and d.get("status") not in EXCLUDED_STATUSES]
+
+    # ----- 补充自选（从 holding_strategies 读取，watchlist_stocks 已废弃） -----
+    try:
+        import sqlite3
+        db = sqlite3.connect('/home/hmo/MoFin/data/mofin.db')
+        db.row_factory = sqlite3.Row
+        wl_rows = db.execute(
+            "SELECT code, name, entry_low, entry_high, stop_loss, take_profit, rr_ratio, timing_signal, action "
+            "FROM holding_strategies WHERE status='active' AND decision_type='自选策略' "
+            "AND entry_low IS NOT NULL AND entry_high IS NOT NULL"
+        ).fetchall()
+        db.close()
+        existing_codes = {d["code"] for d in to_check}
+        for row in wl_rows:
+            code = str(row["code"])
+            if code in existing_codes:
+                continue
+            entry_low = row["entry_low"]
+            entry_high = row["entry_high"]
+            if not entry_low or not entry_high or entry_low <= 0:
+                continue
+            action = row["action"] or ""
+            timing_signal = row["timing_signal"] or "买入"
+            wl_entry = {
+                "code": code,
+                "name": row["name"] or code,
+                "entry_low": entry_low,
+                "entry_high": entry_high,
+                "stop_loss": row["stop_loss"],
+                "type": "自选策略",
+                "action": action,
+                "timing_signal": timing_signal,
+            }
+            to_check.append(wl_entry)
+    except Exception as e:
+        print(f"[WATCHLIST_MERGE FAIL] {e}", file=sys.stderr)
+
+    if not to_check:
+        print("[SILENT] 无需要检查的策略")
+        return 0
+
+    # ----- 自选股买入区偏离自动重评 (从 holding_strategies 读，watchlist_stocks 已废弃) -----
+    try:
+        import subprocess, sqlite3
+        db = sqlite3.connect('/home/hmo/MoFin/data/mofin.db')
+        db.row_factory = sqlite3.Row
+        wl_stocks = db.execute(
+            "SELECT code, name, entry_low, entry_high "
+            "FROM holding_strategies WHERE status='active' AND decision_type='自选策略' "
+            "AND entry_low IS NOT NULL AND entry_high IS NOT NULL AND entry_low > 0"
+        ).fetchall()
+        db.close()
+        reassess_scripts = []
+        for ws in wl_stocks:
+            code, name, wl_el, wl_eh = ws
+            if not wl_el or not wl_el or wl_el <= 0:
+                continue
+            center = (wl_el + wl_eh) / 2
+            # 从 decisions 拿实时价
+            price_map = fetch_prices([code])
+            cur_price = price_map.get(code, (None, None))[0]
+            if not cur_price or cur_price <= 0:
+                continue
+            drift = (cur_price / center - 1) * 100
+            # 触发条件：价格偏离>15% 或 买入区明确错误（价格完全在区间外且偏离>50%）
+            price_outside = cur_price < wl_el or cur_price > wl_eh
+            if abs(drift) > 15 or (price_outside and abs(drift) > 50):
+                reassess_scripts.append(code)
+                print(f"[AUTO_REASSESS] {name}({code}) 价{cur_price:.2f}偏离买入区中心{center:.2f} {drift:+.0f}% → 触发重评")
+        if reassess_scripts:
+            # 调用 per_stock_reassess（每轮最多5只，防LLM慢导致整批超时；其余下轮继续）
+            reassess_path = None
+            for p in ['/home/hmo/MoFin/deploy/profile-scripts/per_stock_reassess.py',
+                      '/home/hmo/.hermes/profiles/position-analyst/scripts/per_stock_reassess.py']:
+                if os.path.exists(p):
+                    reassess_path = p
+                    break
+            if reassess_path:
+                MAX_PER_RUN = 5
+                batch = reassess_scripts[:MAX_PER_RUN]
+                if len(reassess_scripts) > MAX_PER_RUN:
+                    print(f"[AUTO_REASSESS] 本轮限{MAX_PER_RUN}只，剩余{len(reassess_scripts)-MAX_PER_RUN}只下轮继续")
+                for code in batch:
+                    try:
+                        # LLM 重评冷启动 20-100s，deepseek-v4-pro 更慢 → 480s
+                        r = subprocess.run(['python3', reassess_path, code],
+                                         capture_output=True, text=True, timeout=480)
+                        out = r.stdout.strip()[:200] if r.stdout else ""
+                        err = r.stderr.strip()[:200] if r.stderr else ""
+                        print(f"  → {code}: exited={r.returncode} {out}")
+                    except subprocess.TimeoutExpired:
+                        print(f"  → {code}: 超时480s（LLM仍慢），下轮重试")
+    except Exception as e:
+        print(f"[AUTO_REASSESS FAIL] {e}")
+    # ----- 结束 自选股重评 -----
+    # 🔁 重评后重新从DB读取策略数据，刷新to_check
+    try:
+        decisions_list = read_decisions()
+        if not isinstance(decisions_list, list):
+            decisions_list = decisions_list.get("decisions", []) if isinstance(decisions_list, dict) else []
+        to_check = [d for d in decisions_list if (d.get("entry_low") is not None or d.get("entry_high") is not None) and d.get("status") not in EXCLUDED_STATUSES]
+        # 重新合并自选（从 holding_strategies 读）
+        db2 = sqlite3.connect('/home/hmo/MoFin/data/mofin.db')
+        db2.row_factory = sqlite3.Row
+        wl_rows2 = db2.execute(
+            "SELECT code, name, entry_low, entry_high, stop_loss, take_profit, rr_ratio, timing_signal, action "
+            "FROM holding_strategies WHERE status='active' AND decision_type='自选策略' "
+            "AND entry_low IS NOT NULL AND entry_high IS NOT NULL AND entry_low > 0"
+        ).fetchall()
+        db2.close()
+        existing_codes2 = {d["code"] for d in to_check}
+        for row in wl_rows2:
+            code = str(row["code"])
+            if code in existing_codes2:
+                continue
+            entry_low = row["entry_low"]
+            entry_high = row["entry_high"]
+            if not entry_low or not entry_high or entry_low <= 0:
+                continue
+            action = row["action"] or ""
+            timing_signal = row["timing_signal"] or "买入"
+            wl_entry = {
+                "code": code,
+                "name": row["name"] or code,
+                "entry_low": entry_low,
+                "entry_high": entry_high,
+                "stop_loss": row["stop_loss"],
+                "type": "自选策略",
+                "action": action,
+                "timing_signal": timing_signal,
+            }
+            to_check.append(wl_entry)
+    except Exception as e:
+        print(f"[RELOAD FAIL] {e}", file=sys.stderr)
+
+    # ----- 组合级监测：读取总仓位 + 弱势比例 -----
+    position_pct = 0
+    cash = 0
+    total_assets = 0
+    try:
+        pf = read_portfolio()
+        position_pct = pf.get("position_pct", 0)
+        cash = pf.get("cash", 0)
+        total_assets = pf.get("total_assets", 0)
+    except Exception:
+        pass
+    # 统计持仓策略中弱势/深套的比例
+    weak_count = 0
+    holding_count = 0
+    for d in decisions_list:
+        if d.get("type") == "持仓策略" and d.get("status") not in ("closed",):
+            holding_count += 1
+            cat = d.get("stock_category", "")
+            if cat in ("弱势", "深套"):
+                weak_count += 1
+    weak_ratio = (weak_count / holding_count * 100) if holding_count > 0 else 0
+
+    prices = fetch_prices([d["code"] for d in to_check])
+    now = datetime.now(timezone.utc).astimezone()
+    found = 0
+
+    for d in to_check:
+        code = d["code"]
+        name = d.get("name", code)
+        el = d.get("entry_low")
+        eh = d.get("entry_high")
+        sl = d.get("stop_loss")
+        tp = d.get("take_profit")
+        ts = d.get("created_at") or d.get("timestamp") or d.get("updated_at", "")
+        is_wl = "自选" in (d.get("type", ""))
+
+        pi = prices.get(code)
+        if not pi:
+            continue
+        price, chg = pi
+        if price <= 0:
+            continue
+
+        issues, flags = [], []
+        tag = "[自选]" if is_wl else "[持仓]"
+
+        # -- 偏离 --
+        if is_wl and not issues and not flags:
+            # 自选在买入区上沿与20%之间（零标记漏洞）：标记为小幅偏离
+            if el and eh and price > eh:
+                flags.append("[WL_DRIFT]")
+                flags.append("[STRATEGY_STALE]")
+                issues.append(f"[STRATEGY_STALE] 价{price:.2f}超买入区上沿+{((price/eh)-1)*100:.1f}%，买入区需重评")
+        if is_wl and el and eh:
+            # 读取 timing_signal 判断策略有效性（timing_signal 字段优先，fallback to action）
+            current_str = d.get("current", "") or ""
+            timing_signal = d.get("timing_signal", "") or current_str
+            has_nonbuy_signal = any(kw in timing_signal for kw in [
+                "等企稳再入", "等企稳", "弱势持有", "观望",
+                "不建议买入", "谨慎买入",
+            ])
+
+            # 直接计算 R/R（不依赖文本匹配）
+            rr_invalid = False
+            if sl and sl > 0 and tp and tp > 0 and price > sl:
+                rr = (tp - price) / (price - sl)
+                if rr < 1.5:
+                    rr_invalid = True
+                # 也检查 tp 是否接近或低于成本（微盈/浮亏止盈）
+                cost = d.get("cost", 0)
+                if cost and cost > 0 and tp <= cost * 1.05:
+                    rr_invalid = True
+
+            strategy_deficient = has_nonbuy_signal or rr_invalid
+            # 对自选无止盈位的也标记（策略不完整）
+            if not tp or tp == 0:
+                strategy_deficient = True
+
+            if el <= price <= eh:
+                flags.append("[WL_IN]")
+                if strategy_deficient:
+                    flags.append("[STRATEGY_STALE]")
+                    issues.append(f"[STRATEGY_STALE] 价{price:.2f}在买入区{el}~{eh}但策略不完整（{'RR='+f'{rr:.2f}<1.5' if rr_invalid else '无止盈位' if not tp else '非买入信号'}），买入区需重评")
+                else:
+                    issues.append(f"[PUSH] 价{price:.2f}入买入区{el}~{eh}")
+            elif price > eh * 1.35:
+                flags.append("[WL_HIGH]")
+                flags.append("[STRATEGY_STALE]")
+                issues.append(f"[STRATEGY_STALE] 价{price:.2f}高出买入区+{((price/eh)-1)*100:.0f}%，买入区需重评")
+            elif price > eh * 1.20:
+                flags.append("[WL_DRIFT]")
+                flags.append("[STRATEGY_STALE]")
+                issues.append(f"[STRATEGY_STALE] 价{price:.2f}高出买入区+{((price/eh)-1)*100:.0f}%，买入区需重评")
+            elif price > eh:
+                flags.append("[WL_DRIFT]")
+                flags.append("[STRATEGY_STALE]")
+                issues.append(f"[STRATEGY_STALE] 价{price:.2f}超买入区上沿+{((price/eh)-1)*100:.1f}%，买入区需重评")
+        elif not is_wl and eh:
+            dp = (price / eh - 1) * 100
+            if dp > 35:
+                flags.append("[SEVERE]")
+                issues.append(f"偏离买入区上沿+{dp:.0f}%")
+            elif dp > 20:
+                flags.append("[DRIFT]")
+                issues.append(f"偏离买入区上沿+{dp:.0f}%")
+            elif dp > 10:
+                flags.append("[WARN]")
+                issues.append(f"偏离买入区上沿+{dp:.0f}%")
+            # 持仓在买入区内但 R/R 不达标
+            if el and sl and sl > 0 and tp and tp > 0 and price > sl:
+                if el <= price <= eh:
+                    rr = (tp - price) / (price - sl)
+                    if rr < 1.5:
+                        flags.append("[RR_WARN]")
+                        issues.append(f"买入区内RR仅{rr:.2f}<1.5，策略需重评")
+
+        # -- 距止损/止盈（仅持仓） --
+        if not is_wl:
+            if sl and sl > 0:
+                dsl = (price / sl - 1) * 100
+                if dsl < 5:
+                    # 成本基准校验：浮盈>5%时止损是利润保护，不是危险信号
+                    # (mirrors NEAR_TP cost_check logic at line 195-198)
+                    cost = d.get("cost")
+                    if cost and cost > 0 and price > cost * 1.05:
+                        flags.append("[PROFIT_PROTECT]")
+                        pnl = (price / cost - 1) * 100
+                        issues.append(f"距止损仅{dsl:.1f}%(利润保护,浮盈{pnl:.0f}%)")
+                    else:
+                        flags.append("[NEAR_SL]")
+                        issues.append(f"距止损仅{dsl:.1f}%")
+            if tp and tp > 0:
+                dtp = (tp / price - 1) * 100
+                if dtp < 5:
+                    # 成本基准校验：止盈标记只有在盈利≥5%时才有效
+                    cost_check = True
+                    cost = d.get("cost")
+                    if cost and cost > 0 and price < cost * 1.05:
+                        cost_check = False
+                    if cost_check:
+                        flags.append("[NEAR_TP]")
+                        issues.append(f"距止盈仅{dtp:.1f}%")
+
+        # -- 过期 --
+        stale_limit = 30 if is_wl else 14
+        if ts:
+            try:
+                ud = datetime.fromisoformat(ts)
+                if ud.tzinfo is None:
+                    ud = ud.replace(tzinfo=timezone.utc)
+                days = (now - ud).days
+                if days > stale_limit:
+                    flags.append("[STALE]")
+                    issues.append(f"{days}天未更新(>{stale_limit})")
+            except (ValueError, TypeError):
+                pass
+
+        if issues:
+            # 仅输出有明确操作信号的行：[PUSH]=推荐买入, [STRATEGY_STALE]=需重评
+            # 静默其他纯信息行（如仅"价XX高出/高于买入区"而无操作建议）
+            if any("[PUSH]" in i or "[STRATEGY_STALE]" in i for i in issues):
+                print(f"{' '.join(flags)} {tag} {name}({code}) 价{price:.2f}{chg} | 买入{el}~{eh} | {'; '.join(issues)}")
+                found += 1
+
+    if found == 0:
+        print("[SILENT] 所有策略正常")
+
+    # ----- 组合级警报 -----
+    portfolio_alerts = 0
+    if holding_count > 0:
+        if weak_ratio > 40:
+            print(f"\n[PORTFOLIO_WEAK] 组合弱势比例{weak_ratio:.0f}% ({weak_count}/{holding_count})！仓位{position_pct:.1f}% → 建议系统性减仓")
+            portfolio_alerts += 1
+        elif weak_ratio > 30:
+            print(f"\n[PORTFOLIO_WEAK_MILD] 组合弱势比例{weak_ratio:.0f}% ({weak_count}/{holding_count})，仓位{position_pct:.1f}%，关注")
+            portfolio_alerts += 1
+    if position_pct > 80 and holding_count > 0:
+        # 仓位过满提醒
+        print(f"[PORTFOLIO_FULL] 总仓位{position_pct:.1f}% > 80%，现金{cash:.0f}({cash/total_assets*100:.1f}%)")
+        portfolio_alerts += 1
+    if portfolio_alerts > 0:
+        found += portfolio_alerts
+
+    return found
+
+
+if __name__ == "__main__":
+    main()