fix: 弱信号不可执行+rr_low/rr_high防DELETE+INSERT冲零

- /api/watch: 信号不充分/关注/弱势持有/观望/持有 的推荐永远排队不徽章可执行
  (tag是LLM行动信号时遗留,技术路径降级信号后无权摘tag,徽章层自卡信号)
- write_holding_strategy: INSERT补rr_low/rr_high列,调用方不提供时保留旧值
  (盘中per_stock技术路径每次DELETE+INSERT把两个计算列冲成0,昨晚回填全灭)

mofin_db.py

@@ -1488,9 +1488,11 @@ def write_holding_strategy(conn, code: str, name: str, data: dict,
         _old_sig = ''
         _old_ra = ''
         _old_action = ''
+        _old_rr_lo = 0
+        _old_rr_hi = 0
         if True:
             try:
-                _old = conn.execute("SELECT full_analysis, reassessed_at, tag, timing_signal, action FROM holding_strategies WHERE code=? ORDER BY id DESC LIMIT 1", (code,)).fetchone()
+                _old = conn.execute("SELECT full_analysis, reassessed_at, tag, timing_signal, action, rr_low, rr_high FROM holding_strategies WHERE code=? ORDER BY id DESC LIMIT 1", (code,)).fetchone()
                 if _old:
                     if not _existing_fa:
                         if _old[0]: _existing_fa = _old[0]
@@ -1499,6 +1501,8 @@ def write_holding_strategy(conn, code: str, name: str, data: dict,
                     _old_sig = _old[3] or ''
                     _old_ra = _old[1] or ''
                     _old_action = _old[4] or ''
+                    _old_rr_lo = _old[5] or 0
+                    _old_rr_hi = _old[6] or 0
             except:
                 pass
         # ── 信号权威层级（2026-07-22）：新鲜(<20h)12维动作级信号，
@@ -1549,7 +1553,7 @@ def write_holding_strategy(conn, code: str, name: str, data: dict,
         # DELETE + INSERT
         conn.execute("DELETE FROM holding_strategies WHERE code=?", (code,))
         conn.execute("""
-            INSERT INTO holding_strategies 
+            INSERT INTO holding_strategies
             (code, name, version, price, cost, shares, stop_loss, take_profit,
              entry_low, entry_high, currency, strategy_type, action,
              timing_signal, rr_ratio, tech_snapshot, stock_category,
@@ -1558,10 +1562,10 @@ def write_holding_strategy(conn, code: str, name: str, data: dict,
              avg_price, decision_timestamp, note, quality_check,
              quality_checked_at, quality_issues_json, position_advice,
              signal_factors_json, time_horizon, decision_type,
-             full_analysis, reassessed_at, tag)
+             full_analysis, reassessed_at, tag, rr_low, rr_high)
             VALUES (?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,
                     datetime('now','localtime'),
-                    ?,?,?,?,?,?,?,?,?,?,?,?,?)
+                    ?,?,?,?,?,?,?,?,?,?,?,?,?,?,?)
         """, (
             code, name,
             data.get('version', 1), data.get('price'), data.get('cost'),
@@ -1588,6 +1592,9 @@ def write_holding_strategy(conn, code: str, name: str, data: dict,
             _existing_fa,
             _existing_ra,
             _existing_tag,
+            # rr_low/rr_high: 调用方不提供时保留旧值（防DELETE+INSERT把计算列冲零）
+            data.get('rr_low') or _old_rr_lo,
+            data.get('rr_high') or _old_rr_hi,
         ))
         conn.commit()
         # ── 推荐转场：LLM路径新转为 current_recommend → 记入摘要队列（不逐只推送）──

server.py

@@ -240,11 +240,17 @@ def get_watch():
     # 买入：RR≥1.5 才有可执行资格（prompt 自己的纪律：RR<1.5→不推荐）；
     # 达标者贪心装入现金预算，预算外/不达标标记"排队"（不再降级隐藏）
     _cum = 0.0
+    # 弱信号不可执行（2026-07-23 老爸：信号不充分+盈利持有为何可执行？——
+    # tag是LLM行动信号时的遗留,技术路径降级信号后无权摘tag,徽章层必须自己卡信号）
+    _WEAK_SIGNALS = ('信号不充分', '关注', '弱势持有', '观望', '持有', '')
     for d in _buys:
         pct = _sugg_pct(d)
         d['suggested_position_pct'] = pct
         rr = d.get('rr_ratio') or 0
-        if rr >= 1.5 and _cum + pct <= _budget_pct + 1e-9:
+        sig_now = d.get('timing_signal') or ''
+        if sig_now in _WEAK_SIGNALS:
+            d['rec_exec'] = False  # 弱信号永远排队
+        elif rr >= 1.5 and _cum + pct <= _budget_pct + 1e-9:
             d['rec_exec'] = True   # 可执行
             _cum += pct
         else: