fix: 空信号清除tag + 卖出/止盈仅持仓股算动作信号

mofin_db.py

@@ -1148,12 +1148,18 @@ def sync_recommend_tag(conn, code: str, timing_signal: str):
     """裸 SQL 调用方（batch_reassess / per_stock_reassess）的推荐 tag 同步。
     动作级信号 → current_recommend；信号降级 → 清除 current_recommend；
     active_manual（人工标记）永不动。与 XMPP 动作级告警同源（红线#12）。"""
-    _ACTION_SIGNALS = ("买入", "可买入", "可加仓", "卖出", "止盈")
     try:
         _old_tag_row = conn.execute(
             "SELECT tag FROM holding_strategies WHERE code=? AND status='active'", (code,)).fetchone()
         _old_tag = (_old_tag_row[0] or '') if _old_tag_row else ''
-        if timing_signal in _ACTION_SIGNALS:
+        # 卖出/止盈 仅对持仓股算动作信号（没持仓卖什么）
+        _ACTION_BUY = ("买入", "可买入", "可加仓")
+        _ACTION_SELL = ("卖出", "止盈")
+        if timing_signal in _ACTION_SELL:
+            _h = conn.execute("SELECT shares FROM holdings WHERE code=? AND is_active=1", (code,)).fetchone()
+            if not (_h and (_h[0] or 0) > 0):
+                timing_signal = ""  # 非持仓的卖出/止盈不算动作信号
+        if timing_signal in _ACTION_BUY or timing_signal in _ACTION_SELL:
             conn.execute(
                 "UPDATE holding_strategies SET tag='current_recommend' "
                 "WHERE code=? AND status='active' AND (tag IS NULL OR tag != 'active_manual')",
@@ -1161,7 +1167,8 @@ def sync_recommend_tag(conn, code: str, timing_signal: str):
             conn.commit()
             if _old_tag != 'current_recommend':
                 enqueue_recommend(conn, code)  # 新推荐 → 摘要队列（batch 结束统一发）
-        elif timing_signal:
+        elif _old_tag == 'current_recommend':
+            # 空信号或非动作信号 → 清除自动推荐（active_manual 不动）
             conn.execute(
                 "UPDATE holding_strategies SET tag='' "
                 "WHERE code=? AND status='active' AND tag='current_recommend'",