From 06dccfb2b0ce0158c3c85a8f21227d7572dd02e2 Mon Sep 17 00:00:00 2001
From: xxm <xxm@mofin.local>
Date: Tue, 25 Aug 2026 12:11:33 +0800
Subject: [PATCH] =?UTF-8?q?fix:=20reconcile=E7=BC=A9=E8=BF=9B=E4=BF=AE?=
 =?UTF-8?q?=E5=A4=8D(SIGNAL=5FJSON=E4=BC=98=E5=85=88=E6=AE=B5=E7=9A=84fall?=
 =?UTF-8?q?back=E5=9D=97)?=
MIME-Version: 1.0
Content-Type: text/plain; charset=UTF-8
Content-Transfer-Encoding: 8bit

---
 deploy/profile-scripts/mofin_db.py | 36 +++++++++++++++++++++---------
 1 file changed, 25 insertions(+), 11 deletions(-)

diff --git a/deploy/profile-scripts/mofin_db.py b/deploy/profile-scripts/mofin_db.py
index c79071a8..b18d565f 100644
--- a/deploy/profile-scripts/mofin_db.py
+++ b/deploy/profile-scripts/mofin_db.py
@@ -1202,17 +1202,31 @@ def reconcile_signal_from_analysis(conn, code: str) -> str:
             return ""
         fa, old_sig = row[0] or "", row[1] or ""
         verdict = ""
-        for line in fa.split("\n"):
-            if "【综合结论】" in line:
-                # 2026-08-25 开头匹配（601866教训："关注（条件性买入机会）"被顺序扫描误抓"买入"）
-                # 综合结论词的规范位置=【综合结论】之后紧跟的第一个词
-                tail = line.split("【综合结论】", 1)[1].strip()
-                # 长词在前防前缀误抓（弱势持有>持有, 可买入/可加仓>买入）
-                for s in ("可买入", "可加仓", "弱势持有", "买入", "卖出", "止盈", "关注", "观望", "持有"):
-                    if tail.startswith(s):
-                        verdict = s
-                        break
-                break
+        # ── 2026-08-25 机器可读结论优先（SIGNAL_JSON 行存在则直接用,散文匹配降级为兜底）──
+        _mj = re.search(r'^SIGNAL_JSON:\s*(\{.*\})\s*$', fa, re.M)
+        if _mj:
+            try:
+                import json as _js2
+                _sj = _js2.loads(_mj.group(1))
+                verdict = _sj.get("signal", "") or ""
+                # LLM 自己标注 actionable=false 的动作信号 → 直接降级（不再依赖否定词表）
+                if verdict in ("买入", "可买入", "可加仓") and _sj.get("actionable") is False:
+                    verdict = "关注"
+                    print(f"  [RECONCILE] {code} SIGNAL_JSON actionable=false，信号降级为关注", flush=True)
+            except Exception:
+                verdict = ""
+        if not verdict:
+            for line in fa.split("\n"):
+                if "【综合结论】" in line:
+                    # 2026-08-25 开头匹配（601866教训："关注（条件性买入机会）"被顺序扫描误抓"买入"）
+                    # 综合结论词的规范位置=【综合结论】之后紧跟的第一个词
+                    tail = line.split("【综合结论】", 1)[1].strip()
+                    # 长词在前防前缀误抓（弱势持有>持有, 可买入/可加仓>买入）
+                    for s in ("可买入", "可加仓", "弱势持有", "买入", "卖出", "止盈", "关注", "观望", "持有"):
+                        if tail.startswith(s):
+                            verdict = s
+                            break
+                    break
         if verdict:
             new_sig = verdict
             # ── 矛盾降级（2026-07-24 老爸：688660综合结论=买入但操作建议说"继续空仓观望暂不执行"）──