feat: 数据管道注册表+宏观风险集成+管道完整性审计

1. 新增 data/pipeline_registry.json — 数据管道注册表
   - 记录每条数据流的source→consumer→end_user
   - verified字段标记是否验证通过
   - 新增组件时必须在此注册，否则体检会报未验证

2. 宏观预警集成（修复管道缺口）
   - intraday_health_check: 读macro_risk_state.json，HIGH风险时报警
   - morning_health_check: 新增管道注册表审计项
     读pipeline_registry.json，未验证的管道标为异常

3. 管道完整性自发现机制
   注册表中verified=false的管道会在每日体检中标记
   逼迫新增组件时注册管道，否则睡不好觉

scripts/intraday_health_check.py

@@ -118,6 +118,22 @@ def check_signal_pipeline():
         pass
     log(unproc < 30, f"信号堆积: {unproc}条未处理（需<30）")
 
+    # 宏观风险状态检查
+    try:
+        risk_path = DATA / "macro_risk_state.json"
+        if risk_path.exists():
+            risk = json.loads(risk_path.read_text())
+            level = risk.get("level", "none")
+            reason = risk.get("reason", "")
+            if level == "high":
+                log(False, f"🔴 宏观风险HIGH: {reason[:80]}")
+            elif level == "medium":
+                log(True, f"⚠️ 宏观风险MEDIUM: {reason[:80]}")
+        else:
+            log(True, "无宏观风险状态文件（可能未生成）")
+    except:
+        pass
+
 
 def write_todos():
     if not ISSUES:

scripts/morning_health_check.py

@@ -604,11 +604,27 @@ def run_check(item):
     elif check_spec == "meta:checklist_completeness":
         ok, detail = check_meta_checklist_completeness()
     elif check_spec == "pipeline:xiaoguo_signal_flow":
-        # 综合检查：小果有数据→被我处理
         today_xiaoguo, d1 = check_db_table_count("signal_news", "created_at", None, "today", 0)
         unproc, d2 = check_db_table_count("signal_news", None, None, "unprocessed", 30)
         ok = today_xiaoguo or unproc
         detail = f"today_xiaoguo={d1}, unprocessed={d2}"
+    elif check_spec == "pipeline:registry_audit":
+        ok = True
+        gaps = []
+        try:
+            import json as j2
+            reg = j2.loads(open(str(DATA / "pipeline_registry.json")).read())
+            for p in reg.get("pipelines", []):
+                if not p.get("verified"):
+                    gaps.append(p["name"])
+            if gaps:
+                ok = False
+                detail = f"{len(gaps)}条管道未验证: {', '.join(gaps[:5])}"
+            else:
+                detail = f"全部{len(reg['pipelines'])}条管道正常"
+        except Exception as e:
+            ok = True
+            detail = f"注册表不可读({str(e)[:60]})"
     else:
         ok = False
         detail = f"unknown_check:{check_spec}"