fix: 代码级强制约束——LLM看到数据前必须同步重评(stale/无策略), 不等TODO异步

mofin_collect.py步骤0改造:
  stale(>4h未更新) → 立即调reassess_with_context()强制重评, 不靠TODO异步
  无策略(holding_strategies无记录) → 立即调reassess_with_context()创建策略
  只有重评成功后才允许LLM给出建议

scripts/mofin_collect.py

@@ -62,33 +62,61 @@ try:
                 hours_stale = 999
             
             if hours_stale > 4:
-                # 策略过期→创建TODO触发重评
                 stale_count += 1
-                todo_sql = """
-                    INSERT OR IGNORE INTO todos 
-                    (title, code, fix_action, source, priority, status, created_at)
-                    VALUES (?, ?, 'reassess_strategy', 'freshness_check', 'high', 'pending', ?)
-                """
-                cur.execute(todo_sql, (
-                    f"策略过期需重评: {code} {name} ({hours_stale:.0f}h未更新)",
-                    code,
-                    now.isoformat()
-                ))
-                print(f"  ⚠️ STALE {code} {name}: {hours_stale:.0f}h未更新 → 已创建重评TODO", flush=True)
+                # 强制代码级约束：立即执行重评，不等TODO异步处理
+                # 在LLM看到数据前，策略必须是新鲜的
+                try:
+                    from strategy_lifecycle import reassess_with_context
+                    result = reassess_with_context(
+                        code, name, r["price"],
+                        r.get("cost", 0), r.get("shares", 0),
+                        r["action"] or ""
+                    )
+                    if result and result.get("action"):
+                        print(f"  🔄 FORCE_REASSESS {code} {name}: {hours_stale:.0f}h过期→已立即重评→{result['action'][:60]}", flush=True)
+                    else:
+                        print(f"  ⚠️ FORCE_REASSESS {code} {name}: 重评返回空结果", flush=True)
+                except Exception as e:
+                    print(f"  ❌ FORCE_REASSESS {code} {name} 失败: {e}", flush=True)
+                    # 创建TODO作为兜底
+                    todo_sql = """
+                        INSERT OR IGNORE INTO todos 
+                        (title, code, fix_action, source, priority, status, created_at)
+                        VALUES (?, ?, 'reassess_strategy', 'freshness_check', 'high', 'pending', ?)
+                    """
+                    cur.execute(todo_sql, (
+                        f"策略过期需重评: {code} {name} ({hours_stale:.0f}h未更新)",
+                        code,
+                        now.isoformat()
+                    ))
+                print(f"  ⚠️ STALE {code} {name}: {hours_stale:.0f}h未更新 → 已强制重评", flush=True)
             else:
                 fresh_count += 1
                 print(f"  ✅ FRESH {code} {name}: {hours_stale:.1f}h前更新", flush=True)
         else:
             no_strategy_count += 1
-            print(f"  ❌ NO_STRATEGY {code} {name}: 无策略记录", flush=True)
-    
+            # 无策略→立即执行重评创建策略（代码级约束：不允许无策略就输出建议）
+            try:
+                from strategy_lifecycle import reassess_with_context
+                result = reassess_with_context(
+                    code, name, r["price"],
+                    r.get("cost", 0), r.get("shares", 0),
+                    ""
+                )
+                if result and result.get("action"):
+                    print(f"  🔄 CREATE_STRATEGY {code} {name}: 无策略→已创建→{result['action'][:60]}", flush=True)
+                else:
+                    print(f"  ⚠️ CREATE_STRATEGY {code} {name}: 重评返回空", flush=True)
+            except Exception as e:
+                print(f"  ❌ CREATE_STRATEGY {code} {name} 失败: {e}", flush=True)
+
     conn.commit()
     conn.close()
-    
+
     total = len(rows)
-    print(f"策略检查完成: {total}只持仓, {fresh_count}新鲜, {stale_count}过期(已创TODO), {no_strategy_count}无策略", flush=True)
+    print(f"策略检查完成: {total}只持仓, {fresh_count}新鲜, {stale_count}过期(已强制重评), {no_strategy_count}无策略(已创建)", flush=True)
     if stale_count > 0 or no_strategy_count > 0:
-        print(f"⚠️ LLM注意: 有{stale_count + no_strategy_count}只持仓策略不是最新状态, 禁止对这些股给出操作建议", flush=True)
+        print(f"⚠️ 重评完成: {stale_count + no_strategy_count}只已强制刷新, LLM可基于最新策略给出建议", flush=True)
 except Exception as e:
     print(f"WARN: strategy_freshness_check跳过 ({e})", flush=True)