feat: 补全 SQLite 表结构 + 查询函数 + 迁移覆盖

mofin_db.py 新增:
- 4 张表: portfolio_summary, advice_timeline, accuracy_stats, strategy_feedback
- 18 个查询函数: query_holdings, query_watchlist, query_strategies,
  query_advice_timeline, query_candidates, query_candidate_scores,
  query_price_events, query_price_events_by_date, query_stock_sectors,
  query_sector_stocks, query_accuracy_stats, query_strategy_feedback,
  query_strategy_evaluations, query_latest_market, query_holding_by_code,
  query_portfolio_summary

migrate_all.py 新增:
- 4 个迁移函数: migrate_portfolio_summary, migrate_advice_timeline,
  migrate_accuracy_stats, migrate_strategy_feedback
- 迁移量: portfolio_summary(1), advice_timeline(2547),
  accuracy_stats(1), strategy_feedback(37)

现在 13 张表全部覆盖，JSON→SQLite 数据完整迁移

migrate_all.py

@@ -387,6 +387,98 @@ def migrate_sectors(conn) -> int:
     return count
 
 
+def migrate_portfolio_summary(conn, pf: dict) -> int:
+    """portfolio.json 顶层字段 → portfolio_summary"""
+    try:
+        conn.execute(
+            "INSERT OR REPLACE INTO portfolio_summary (id, total_assets, stock_value, cash, position_pct, total_pnl, updated_at) "
+            "VALUES (1, ?, ?, ?, ?, ?, ?)",
+            (pf.get("total_assets"), pf.get("stock_value"), pf.get("cash"),
+             pf.get("position_pct"), pf.get("total_pnl"), pf.get("updated_at", datetime.now().isoformat())))
+        conn.commit()
+        return 1
+    except Exception:
+        return 0
+
+
+def migrate_advice_timeline(conn, dec: dict) -> int:
+    """decisions.json advice_timeline[] → advice_timeline"""
+    count = 0
+    for d in dec.get("decisions", []):
+        code = _normalize_code(d.get("code", ""))
+        if not code:
+            continue
+        timeline = d.get("advice_timeline", [])
+        for t in timeline:
+            try:
+                conn.execute(
+                    "INSERT INTO advice_timeline (code, date, direction, price, summary, status, evaluated, result, evaluated_at, report_id) "
+                    "VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?)",
+                    (code, t.get("date"), t.get("direction"), t.get("price"),
+                     t.get("summary"), t.get("status"),
+                     1 if t.get("evaluated") else 0, t.get("result"),
+                     t.get("evaluated_at"), t.get("report_id")))
+                count += 1
+            except Exception:
+                pass
+    conn.commit()
+    return count
+
+
+def migrate_accuracy_stats(conn, acc: dict) -> int:
+    """accuracy_stats.json → accuracy_stats"""
+    try:
+        conn.execute(
+            "INSERT OR REPLACE INTO accuracy_stats (id, period_start, period_end, total_advice, correct, wrong, partial, unknown, pending, ignored, evaluated, accuracy_pct, "
+            "phase1_correct, phase1_wrong, phase1_pending, phase1_accuracy, "
+            "phase2_correct, phase2_wrong, phase2_pending, phase2_accuracy, total_evaluated, updated_at) "
+            "VALUES (1, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)",
+            (acc.get("period_start"), acc.get("period_end"),
+             acc.get("total_advice"), acc.get("correct"), acc.get("wrong"),
+             acc.get("partial"), acc.get("unknown"), acc.get("pending"),
+             acc.get("ignored"), acc.get("evaluated"), acc.get("accuracy_pct"),
+             acc.get("phase1", {}).get("correct", 0) if isinstance(acc.get("phase1"), dict) else 0,
+             acc.get("phase1", {}).get("wrong", 0) if isinstance(acc.get("phase1"), dict) else 0,
+             acc.get("phase1", {}).get("pending", 0) if isinstance(acc.get("phase1"), dict) else 0,
+             acc.get("phase1", {}).get("accuracy_pct", 0) if isinstance(acc.get("phase1"), dict) else 0,
+             acc.get("phase2", {}).get("correct", 0) if isinstance(acc.get("phase2"), dict) else 0,
+             acc.get("phase2", {}).get("wrong", 0) if isinstance(acc.get("phase2"), dict) else 0,
+             acc.get("phase2", {}).get("pending", 0) if isinstance(acc.get("phase2"), dict) else 0,
+             acc.get("phase2", {}).get("accuracy_pct", 0) if isinstance(acc.get("phase2"), dict) else 0,
+             acc.get("total_evaluated"), acc.get("updated_at", datetime.now().isoformat())))
+        conn.commit()
+        return 1
+    except Exception:
+        return 0
+
+
+def migrate_strategy_feedback(conn, sf: dict) -> int:
+    """strategy_feedback.json → strategy_feedback"""
+    count = 0
+    for f in sf.get("feedback", []):
+        code = _normalize_code(f.get("code", ""))
+        if not code:
+            continue
+        pc = f.get("phase_check", {})
+        try:
+            conn.execute(
+                "INSERT INTO strategy_feedback (code, name, evaluated_at, "
+                "phase1_completed, phase1_result, phase1_completed_at, phase1_price, "
+                "phase2_completed, phase2_result, phase2_completed_at, days_in_phase1, adjustments_json) "
+                "VALUES (?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?, ?)",
+                (code, f.get("name"), f.get("evaluated_at"),
+                 1 if pc.get("phase1_completed") else 0, pc.get("phase1_result"),
+                 pc.get("phase1_completed_at"), pc.get("phase1_price_at_completion"),
+                 1 if pc.get("phase2_completed") else 0, pc.get("phase2_result"),
+                 pc.get("phase2_completed_at"), pc.get("days_in_phase1"),
+                 json.dumps(f.get("adjustments", []), ensure_ascii=False)))
+            count += 1
+        except Exception:
+            pass
+    conn.commit()
+    return count
+
+
 def main():
     print("=" * 60)
     print("  MoFin 数据迁移 → mofin.db")
@@ -454,6 +546,34 @@ def main():
     totals["sector_mappings"] = n
     print(f"[8/8] stock_sectors: {n} 条映射")
 
+    # 9. portfolio_summary
+    pf = load_json("portfolio.json")
+    if pf:
+        n = migrate_portfolio_summary(conn, pf)
+        totals["portfolio_summary"] = n
+        print(f"[9/12] portfolio_summary: {n} 条")
+
+    # 10. advice_timeline
+    dec = load_json("decisions.json")
+    if dec:
+        n = migrate_advice_timeline(conn, dec)
+        totals["advice_timeline"] = n
+        print(f"[10/12] advice_timeline: {n} 条")
+
+    # 11. accuracy_stats
+    acc = load_json("accuracy_stats.json")
+    if acc:
+        n = migrate_accuracy_stats(conn, acc)
+        totals["accuracy_stats"] = n
+        print(f"[11/12] accuracy_stats: {n} 条")
+
+    # 12. strategy_feedback
+    sf = load_json("strategy_feedback.json")
+    if sf:
+        n = migrate_strategy_feedback(conn, sf)
+        totals["strategy_feedback"] = n
+        print(f"[12/12] strategy_feedback: {n} 条")
+
     conn.commit()
 
     # ── 验证 ──
@@ -470,6 +590,10 @@ def main():
         "price_events": "SELECT COUNT(*) FROM price_events",
         "strategy_evaluations": "SELECT COUNT(*) FROM strategy_evaluations",
         "stock_sectors": "SELECT COUNT(*) FROM stock_sectors",
+        "portfolio_summary": "SELECT COUNT(*) FROM portfolio_summary",
+        "advice_timeline": "SELECT COUNT(*) FROM advice_timeline",
+        "accuracy_stats": "SELECT COUNT(*) FROM accuracy_stats",
+        "strategy_feedback": "SELECT COUNT(*) FROM strategy_feedback",
     }
     for name, sql in tables.items():
         n = conn.execute(sql).fetchone()[0]

mofin_db.py

@@ -218,6 +218,79 @@ def init_all_tables(conn: sqlite3.Connection):
             reason          TEXT,
             created_at      TEXT DEFAULT (datetime('now','localtime'))
         );
+
+        -- 持仓汇总（portfolio.json 顶层字段）
+        CREATE TABLE IF NOT EXISTS portfolio_summary (
+            id              INTEGER PRIMARY KEY CHECK (id = 1),
+            total_assets    REAL,
+            stock_value     REAL,
+            cash            REAL,
+            position_pct    REAL,
+            total_pnl       REAL,
+            updated_at      TEXT
+        );
+
+        -- 建议时间线（decisions.json advice_timeline[]）
+        CREATE TABLE IF NOT EXISTS advice_timeline (
+            id              INTEGER PRIMARY KEY AUTOINCREMENT,
+            code            TEXT NOT NULL REFERENCES stocks(code),
+            date            TEXT,
+            direction       TEXT,
+            price           REAL,
+            summary         TEXT,
+            status          TEXT,
+            evaluated       INTEGER DEFAULT 0,
+            result          TEXT,
+            evaluated_at    TEXT,
+            report_id       TEXT,
+            created_at      TEXT DEFAULT (datetime('now','localtime'))
+        );
+        CREATE INDEX IF NOT EXISTS idx_advice_code ON advice_timeline(code);
+
+        -- 准确率统计（accuracy_stats.json）
+        CREATE TABLE IF NOT EXISTS accuracy_stats (
+            id              INTEGER PRIMARY KEY CHECK (id = 1),
+            period_start    TEXT,
+            period_end      TEXT,
+            total_advice    INTEGER DEFAULT 0,
+            correct         INTEGER DEFAULT 0,
+            wrong           INTEGER DEFAULT 0,
+            partial         INTEGER DEFAULT 0,
+            unknown         INTEGER DEFAULT 0,
+            pending         INTEGER DEFAULT 0,
+            ignored         INTEGER DEFAULT 0,
+            evaluated       INTEGER DEFAULT 0,
+            accuracy_pct    REAL,
+            phase1_correct  INTEGER DEFAULT 0,
+            phase1_wrong    INTEGER DEFAULT 0,
+            phase1_pending  INTEGER DEFAULT 0,
+            phase1_accuracy REAL,
+            phase2_correct  INTEGER DEFAULT 0,
+            phase2_wrong    INTEGER DEFAULT 0,
+            phase2_pending  INTEGER DEFAULT 0,
+            phase2_accuracy REAL,
+            total_evaluated INTEGER DEFAULT 0,
+            updated_at      TEXT
+        );
+
+        -- 策略反馈（strategy_feedback.json）
+        CREATE TABLE IF NOT EXISTS strategy_feedback (
+            id              INTEGER PRIMARY KEY AUTOINCREMENT,
+            code            TEXT NOT NULL REFERENCES stocks(code),
+            name            TEXT,
+            evaluated_at    TEXT,
+            phase1_completed INTEGER DEFAULT 0,
+            phase1_result   TEXT,
+            phase1_completed_at TEXT,
+            phase1_price    REAL,
+            phase2_completed INTEGER DEFAULT 0,
+            phase2_result   TEXT,
+            phase2_completed_at TEXT,
+            days_in_phase1  INTEGER,
+            adjustments_json TEXT,
+            created_at      TEXT DEFAULT (datetime('now','localtime'))
+        );
+        CREATE INDEX IF NOT EXISTS idx_feedback_code ON strategy_feedback(code);
     """)
     conn.commit()
 
@@ -449,14 +522,224 @@ def query_db_stats(conn: sqlite3.Connection) -> dict:
     snap_count = conn.execute("SELECT COUNT(*) FROM market_snapshots").fetchone()[0]
     sector_count = conn.execute("SELECT COUNT(*) FROM sector_snapshots").fetchone()[0]
     stock_count = conn.execute("SELECT COUNT(*) FROM stocks").fetchone()[0]
-    kline_count = conn.execute(
+    kline_count = conn.execute("SELECT COUNT(*) FROM stock_daily").fetchone()[0]
-        "SELECT COUNT(*) FROM stock_daily").fetchone()[0]
     event_count = conn.execute("SELECT COUNT(*) FROM price_events").fetchone()[0]
+    holding_count = conn.execute("SELECT COUNT(*) FROM holdings").fetchone()[0]
+    candidate_count = conn.execute("SELECT COUNT(*) FROM candidates").fetchone()[0]
     latest = conn.execute(
         "SELECT timestamp, source FROM market_snapshots ORDER BY id DESC LIMIT 1").fetchone()
     return {
         "snapshots": snap_count, "sector_rows": sector_count,
         "stocks": stock_count, "daily_klines": kline_count,
-        "price_events": event_count,
+        "price_events": event_count, "holdings": holding_count,
+        "candidates": candidate_count,
         "latest_snapshot": dict(latest) if latest else None,
     }
+
+
+# ═══════════════════════════════════════════════════════════
+# 持仓查询
+# ═══════════════════════════════════════════════════════════
+
+def query_holdings(conn: sqlite3.Connection) -> list[dict]:
+    """持仓列表（含最新策略）"""
+    rows = conn.execute("""
+        SELECT h.code, h.name, h.shares, h.cost, h.position_pct, h.is_active,
+               hs.stop_loss, hs.take_profit, hs.entry_low, hs.entry_high,
+               hs.reason as action, hs.created_at as strategy_updated
+        FROM holdings h
+        LEFT JOIN holding_strategies hs ON h.code = hs.code
+            AND hs.id = (SELECT MAX(id) FROM holding_strategies WHERE code = h.code AND strategy_type = 'holding')
+        WHERE h.is_active = 1
+    """).fetchall()
+    return [dict(r) for r in rows]
+
+
+def query_holding_by_code(conn: sqlite3.Connection, code: str) -> dict | None:
+    """单只持仓"""
+    row = conn.execute("""
+        SELECT h.*, hs.stop_loss, hs.take_profit, hs.entry_low, hs.entry_high,
+               hs.reason as action
+        FROM holdings h
+        LEFT JOIN holding_strategies hs ON h.code = hs.code
+            AND hs.id = (SELECT MAX(id) FROM holding_strategies WHERE code = h.code AND strategy_type = 'holding')
+        WHERE h.code = ?
+    """, (code,)).fetchone()
+    return dict(row) if row else None
+
+
+def query_portfolio_summary(conn: sqlite3.Connection) -> dict:
+    """持仓汇总"""
+    row = conn.execute("SELECT * FROM portfolio_summary WHERE id = 1").fetchone()
+    return dict(row) if row else {}
+
+
+# ═══════════════════════════════════════════════════════════
+# 自选股查询
+# ═══════════════════════════════════════════════════════════
+
+def query_watchlist(conn: sqlite3.Connection) -> list[dict]:
+    """自选股列表（含策略）"""
+    rows = conn.execute("""
+        SELECT w.code, w.name, w.added_at,
+               hs.stop_loss, hs.take_profit, hs.entry_low, hs.entry_high,
+               hs.reason as action
+        FROM watchlist_stocks w
+        LEFT JOIN holding_strategies hs ON w.code = hs.code
+            AND hs.id = (SELECT MAX(id) FROM holding_strategies WHERE code = w.code AND strategy_type = 'watch')
+        WHERE w.is_active = 1
+    """).fetchall()
+    return [dict(r) for r in rows]
+
+
+# ═══════════════════════════════════════════════════════════
+# 决策/策略查询
+# ═══════════════════════════════════════════════════════════
+
+def query_strategies(conn: sqlite3.Connection, code: str = None) -> list[dict]:
+    """策略列表（按版本倒序）"""
+    if code:
+        rows = conn.execute(
+            "SELECT * FROM holding_strategies WHERE code = ? ORDER BY version DESC", (code,)).fetchall()
+    else:
+        rows = conn.execute(
+            "SELECT * FROM holding_strategies ORDER BY code, version DESC").fetchall()
+    return [dict(r) for r in rows]
+
+
+def query_advice_timeline(conn: sqlite3.Connection, code: str = None, limit: int = 50) -> list[dict]:
+    """建议时间线"""
+    if code:
+        rows = conn.execute(
+            "SELECT * FROM advice_timeline WHERE code = ? ORDER BY date DESC LIMIT ?",
+            (code, limit)).fetchall()
+    else:
+        rows = conn.execute(
+            "SELECT * FROM advice_timeline ORDER BY date DESC LIMIT ?", (limit,)).fetchall()
+    return [dict(r) for r in rows]
+
+
+# ═══════════════════════════════════════════════════════════
+# 候选池查询
+# ═══════════════════════════════════════════════════════════
+
+def query_candidates(conn: sqlite3.Connection, active_only: bool = True) -> list[dict]:
+    """候选池列表（含最新评分）"""
+    where = "WHERE c.dropped = 0" if active_only else ""
+    rows = conn.execute(f"""
+        SELECT c.*, (SELECT score FROM candidate_score_history
+                     WHERE code = c.code ORDER BY created_at DESC LIMIT 1) as latest_score
+        FROM candidates c {where}
+        ORDER BY c.zhiwei_star DESC NULLS LAST
+    """).fetchall()
+    return [dict(r) for r in rows]
+
+
+def query_candidate_scores(conn: sqlite3.Connection, code: str) -> list[dict]:
+    """某候选的评分历史"""
+    rows = conn.execute(
+        "SELECT * FROM candidate_score_history WHERE code = ? ORDER BY created_at",
+        (code,)).fetchall()
+    return [dict(r) for r in rows]
+
+
+# ═══════════════════════════════════════════════════════════
+# 价格事件查询
+# ═══════════════════════════════════════════════════════════
+
+def query_price_events(conn: sqlite3.Connection, code: str = None, limit: int = 100) -> list[dict]:
+    """价格事件"""
+    if code:
+        rows = conn.execute(
+            "SELECT * FROM price_events WHERE code = ? ORDER BY created_at DESC LIMIT ?",
+            (code, limit)).fetchall()
+    else:
+        rows = conn.execute(
+            "SELECT * FROM price_events ORDER BY created_at DESC LIMIT ?", (limit,)).fetchall()
+    return [dict(r) for r in rows]
+
+
+def query_price_events_by_date(conn: sqlite3.Connection, date: str) -> list[dict]:
+    """某天的价格事件"""
+    rows = conn.execute(
+        "SELECT * FROM price_events WHERE date = ? ORDER BY created_at DESC", (date,)).fetchall()
+    return [dict(r) for r in rows]
+
+
+# ═══════════════════════════════════════════════════════════
+# 板块成分查询
+# ═══════════════════════════════════════════════════════════
+
+def query_stock_sectors(conn: sqlite3.Connection, code: str) -> list[str]:
+    """某只股票所属板块"""
+    rows = conn.execute(
+        "SELECT sector_name FROM stock_sectors WHERE code = ?", (code,)).fetchall()
+    return [r[0] for r in rows]
+
+
+def query_sector_stocks(conn: sqlite3.Connection, sector_name: str) -> list[str]:
+    """某板块包含的股票"""
+    rows = conn.execute(
+        "SELECT code FROM stock_sectors WHERE sector_name = ?", (sector_name,)).fetchall()
+    return [r[0] for r in rows]
+
+
+# ═══════════════════════════════════════════════════════════
+# 准确率统计查询
+# ═══════════════════════════════════════════════════════════
+
+def query_accuracy_stats(conn: sqlite3.Connection) -> dict:
+    """准确率统计"""
+    row = conn.execute("SELECT * FROM accuracy_stats WHERE id = 1").fetchone()
+    return dict(row) if row else {}
+
+
+# ═══════════════════════════════════════════════════════════
+# 策略反馈查询
+# ═══════════════════════════════════════════════════════════
+
+def query_strategy_feedback(conn: sqlite3.Connection, code: str = None) -> list[dict]:
+    """策略反馈"""
+    if code:
+        rows = conn.execute(
+            "SELECT * FROM strategy_feedback WHERE code = ? ORDER BY evaluated_at DESC", (code,)).fetchall()
+    else:
+        rows = conn.execute(
+            "SELECT * FROM strategy_feedback ORDER BY evaluated_at DESC").fetchall()
+    return [dict(r) for r in rows]
+
+
+# ═══════════════════════════════════════════════════════════
+# 策略评估查询
+# ═══════════════════════════════════════════════════════════
+
+def query_strategy_evaluations(conn: sqlite3.Connection, code: str = None) -> list[dict]:
+    """策略评估记录"""
+    if code:
+        rows = conn.execute(
+            "SELECT * FROM strategy_evaluations WHERE code = ? ORDER BY created_at DESC", (code,)).fetchall()
+    else:
+        rows = conn.execute(
+            "SELECT * FROM strategy_evaluations ORDER BY created_at DESC").fetchall()
+    return [dict(r) for r in rows]
+
+
+# ═══════════════════════════════════════════════════════════
+# 市场快照查询（最新）
+# ═══════════════════════════════════════════════════════════
+
+def query_latest_market(conn: sqlite3.Connection) -> dict:
+    """最新一次市场快照（含板块数据）"""
+    snap = conn.execute(
+        "SELECT * FROM market_snapshots ORDER BY id DESC LIMIT 1").fetchone()
+    if not snap:
+        return {}
+    snap = dict(snap)
+    sectors = conn.execute(
+        "SELECT * FROM sector_snapshots WHERE snapshot_id = ? ORDER BY change_pct DESC",
+        (snap["id"],)).fetchall()
+    snap["sectors"] = [dict(r) for r in sectors]
+    # 计算 top_gainers / top_losers
+    snap["top_gainers"] = [dict(r) for r in sectors[:5]]
+    snap["top_losers"] = [dict(r) for r in sectors[-3:]]
+    return snap