refactor: 消费者切 SQLite 优先读取

切换策略: SQLite 优先 → 失败回退 JSON

price_events (100%覆盖):
- strategy_feedback.py: run() 优先 query_price_events()
- system_health_check.py: 优先 query_price_events() + query_price_events_by_date()

stock_sector_map (100%覆盖):
- strategy_lifecycle.py: load_stock_sector_map() 优先 stock_sectors 表

market.json (85%覆盖):
- strategy_lifecycle.py: load_market_context() 优先 query_latest_market()
- market_insight.py: generate() 优先 query_latest_market()

portfolio.json + watchlist.json (70%覆盖):
- strategy_lifecycle.py: regenerate_all() 优先 query_holdings() + query_watchlist()
- server.py: /api/portfolio, /api/watchlist, /api/overview, /api/market 优先 SQLite

所有改动保留 JSON 回退路径，SQLite 不可用时自动降级

server.py

@@ -33,6 +33,20 @@ def _load_json(path, default=None):
         return {} if default is None else default
 
 
+def _load_from_db(query_func, json_path, default=None):
+    """优先从 SQLite 读取，失败回退 JSON"""
+    try:
+        from mofin_db import get_conn
+        conn = get_conn()
+        result = query_func(conn)
+        conn.close()
+        if result:
+            return result
+    except Exception:
+        pass
+    return _load_json(json_path, default)
+
+
 def _save_json(path, data):
     os.makedirs(os.path.dirname(path), exist_ok=True)
     with open(path, "w", encoding="utf-8") as f:
@@ -49,46 +63,80 @@ def index():
 @app.route("/api/portfolio")
 def api_portfolio():
     """持仓列表"""
-    data = _load_json(DATA_DIR / "portfolio.json")
-    return jsonify(data)
+    try:
+        from mofin_db import get_conn, query_holdings, query_portfolio_summary
+        conn = get_conn()
+        holdings = query_holdings(conn)
+        summary = query_portfolio_summary(conn)
+        conn.close()
+        if holdings:
+            data = dict(summary)
+            data["holdings"] = holdings
+            return jsonify(data)
+    except Exception:
+        pass
+    return jsonify(_load_json(DATA_DIR / "portfolio.json"))
 
 
 @app.route("/api/watchlist")
 def api_watchlist():
     """自选列表"""
-    data = _load_json(DATA_DIR / "watchlist.json")
-    return jsonify(data)
+    try:
+        from mofin_db import get_conn, query_watchlist
+        conn = get_conn()
+        stocks = query_watchlist(conn)
+        conn.close()
+        if stocks:
+            return jsonify({"stocks": stocks})
+    except Exception:
+        pass
+    return jsonify(_load_json(DATA_DIR / "watchlist.json"))
 
 
 @app.route("/api/overview")
 def api_overview():
     """概览数据"""
+    try:
+        from mofin_db import get_conn, query_holdings, query_portfolio_summary, query_latest_market
+        conn = get_conn()
+        holdings = query_holdings(conn)
+        summary = query_portfolio_summary(conn)
+        market = query_latest_market(conn)
+        conn.close()
+        if holdings:
+            total_assets = summary.get("total_assets", 0) or 0
+            stock_value = summary.get("stock_value", 0) or 0
+            cash = summary.get("cash", 0) or 0
+            position_pct = summary.get("position_pct", 0) or 0
+            total_pnl = summary.get("total_pnl", 0) or 0
+            top_movers = sorted(
+                [h for h in holdings if abs(h.get("change_pct", 0) or 0) >= 3],
+                key=lambda x: abs(x.get("change_pct", 0) or 0), reverse=True)[:5]
+            return jsonify({
+                "total_assets": total_assets, "stock_value": stock_value,
+                "cash": cash, "position_pct": position_pct, "total_pnl": total_pnl,
+                "top_movers": top_movers, "market": market,
+                "alerts": _load_json(DATA_DIR / "alerts.json", [])[:10],
+                "updated_at": summary.get("updated_at", ""),
+            })
+    except Exception:
+        pass
     portfolio = _load_json(DATA_DIR / "portfolio.json", [])
     market = _load_json(DATA_DIR / "market.json", {})
     alerts = _load_json(DATA_DIR / "alerts.json", [])
-
     total_assets = portfolio.get("total_assets", 0)
     stock_value = portfolio.get("stock_value", 0)
     cash = portfolio.get("cash", 0)
     position_pct = portfolio.get("position_pct", 0)
     total_pnl = portfolio.get("total_pnl", 0)
     holdings = portfolio.get("holdings", [])
-
     top_movers = sorted(
         [h for h in holdings if abs(h.get("change_pct", 0)) >= 3],
-        key=lambda x: abs(x.get("change_pct", 0)),
-        reverse=True,
-    )[:5]
-
+        key=lambda x: abs(x.get("change_pct", 0)), reverse=True)[:5]
     return jsonify({
-        "total_assets": total_assets,
-        "stock_value": stock_value,
-        "cash": cash,
-        "position_pct": position_pct,
-        "total_pnl": total_pnl,
-        "top_movers": top_movers,
-        "market": market,
-        "alerts": alerts[:10],
+        "total_assets": total_assets, "stock_value": stock_value,
+        "cash": cash, "position_pct": position_pct, "total_pnl": total_pnl,
+        "top_movers": top_movers, "market": market, "alerts": alerts[:10],
         "updated_at": portfolio.get("updated_at", ""),
     })
 
@@ -138,8 +186,16 @@ def api_stock(code):
 @app.route("/api/market")
 def api_market():
     """市场观察"""
-    data = _load_json(DATA_DIR / "market.json", {})
-    return jsonify(data)
+    try:
+        from mofin_db import get_conn, query_latest_market
+        conn = get_conn()
+        data = query_latest_market(conn)
+        conn.close()
+        if data and data.get("sectors"):
+            return jsonify(data)
+    except Exception:
+        pass
+    return jsonify(_load_json(DATA_DIR / "market.json", {}))
 
 
 # ── 数据写入API（供 cron/update_data.py 调用） ──────────