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

strategy_lifecycle.py

@@ -77,11 +77,24 @@ def load_stock_sector_map():
     stock_sector_map.json 格式: {code: [sector1, sector2, ...]}
     跳过 _note, _created_at 等元数据键。
     """
+    # 优先从 SQLite 读取
+    try:
+        from mofin_db import get_conn, query_sector_stocks
+        conn = get_conn()
+        # 从 stock_sectors 表反向构建 code→[sectors] 映射
+        rows = conn.execute("SELECT code, sector_name FROM stock_sectors ORDER BY code").fetchall()
+        conn.close()
+        code_to_sectors = {}
+        for code, sector in rows:
+            if code not in code_to_sectors:
+                code_to_sectors[code] = []
+            code_to_sectors[code].append(sector)
+        return code_to_sectors
+    except Exception:
+        pass
     try:
         with open(STOCK_SECTOR_MAP_PATH) as f:
             data = json.load(f)
-        # stock_sector_map.json 直接是 code→[sectors] 格式
-        # 过滤掉 _note, _created_at 等元数据键
         code_to_sectors = {}
         for key, value in data.items():
             if key.startswith("_"):
@@ -94,13 +107,37 @@ def load_stock_sector_map():
 
 
 def load_market_context():
-    """读取市场上下文(market.json)，返回 (sector_perf, breadth, sentiment, mood)
-    
-    sector_perf: {sector_name: sector_data_dict} — 所有行业板块数据
-    breadth: up_ratio 值（如27.8）
-    sentiment: market.json 的 mood（bearish/neutral/bullish）
-    top_gainers/losers: 涨幅/跌幅前5
-    """
+    """读取市场上下文，优先 SQLite，回退 market.json"""
+    # 优先从 SQLite 读取
+    try:
+        from mofin_db import get_conn, query_latest_market
+        conn = get_conn()
+        market = query_latest_market(conn)
+        conn.close()
+        if market and market.get("sectors"):
+            sector_perf = {}
+            for s in market["sectors"]:
+                name = s.get("name", "")
+                if name:
+                    sector_perf[name] = {
+                        "change": s.get("change_pct", 0),
+                        "up_count": s.get("up_count", 0),
+                        "down_count": s.get("down_count", 0),
+                        "net_inflow": s.get("net_inflow", 0),
+                        "lead_stock": s.get("lead_stock", ""),
+                        "lead_stock_change": s.get("lead_stock_change", 0),
+                    }
+            return {
+                "sector_perf": sector_perf,
+                "breadth": market.get("up_ratio", 50),
+                "mood": market.get("mood", "neutral"),
+                "top_gainers": {g["name"]: g["change_pct"] for g in market.get("top_gainers", [])},
+                "top_losers": {g["name"]: g["change_pct"] for g in market.get("top_losers", [])},
+                "total_sectors": len(market["sectors"]),
+                "market_timestamp": market.get("timestamp", ""),
+            }
+    except Exception:
+        pass
     try:
         with open(MARKET_CONTEXT_PATH) as f:
             market = json.load(f)
@@ -117,7 +154,6 @@ def load_market_context():
                     "lead_stock": s.get("lead_stock", ""),
                     "lead_stock_change": s.get("lead_stock_change", 0),
                 }
-        # 涨幅/跌幅前5
         top_gainers = {s.get("name", ""): s.get("change", 0)
                        for s in market.get("top_gainers", [])}
         top_losers = {s.get("name", ""): s.get("change", 0)
@@ -896,9 +932,18 @@ def check_sector_alerts(market_ctx, stock_sector_map, holdings, wl):
 
 def regenerate_all(stdout=True):
     """全量重评所有持仓+自选策略"""
-    pf = safe_json_load(PORTFOLIO_PATH, {})
-    wl_path = WATCHLIST_PATH
-    wl = safe_json_load(wl_path, {})
+    # 优先从 SQLite 读取
+    try:
+        from mofin_db import get_conn, query_holdings, query_watchlist
+        conn = get_conn()
+        holdings = query_holdings(conn)
+        wl_stocks = query_watchlist(conn)
+        conn.close()
+        pf = {"holdings": holdings}
+        wl = {"stocks": wl_stocks}
+    except Exception:
+        pf = safe_json_load(PORTFOLIO_PATH, {})
+        wl = safe_json_load(WATCHLIST_PATH, {})
 
     all_stocks = {}
     for item in pf.get("holdings", []):