feat(推荐): 换仓策略——现金不足时自动给出减弱势持仓换入排队推荐的方案

mofin_db.py

@@ -1237,29 +1237,60 @@ def flush_rec_digest(max_items=5):
     items.sort(key=lambda x: x.get('rr') or 0, reverse=True)
     top = items[:max_items]
 
-    # ── 现金预算（决定操盘建议）──
+    # ── 现金预算（决定操盘建议 + 换仓策略）──
     cash_note = ""
+    rotation_note = ""
     try:
         conn = _sq.connect("/home/hmo/MoFin/data/mofin.db")
+        conn.row_factory = _sq.Row
         r = conn.execute("SELECT cash, total_assets FROM portfolio_summary WHERE id=1").fetchone()
-        conn.close()
         if r and r[1]:
             cash, total = r[0] or 0, r[1]
             budget_pct = cash / total * 100
             cum = 0.0
             buys = []
+            queued = []
             for it in top:
                 import re as _re
                 m = _re.search(r'(\d+(?:\.\d+)?)\s*%', it.get('position') or '')
                 pct = float(m.group(1)) if m else 8.0
                 if cum + pct <= budget_pct + 1e-9:
-                    buys.append(f"{it.get('name') or it['code']}≈{pct:.0f}%")
+                    buys.append((it, pct))
                     cum += pct
+                else:
+                    queued.append((it, pct))
             cash_note = (f"现金{cash/10000:.1f}万({budget_pct:.1f}%)｜按预算本次可执行: "
-                         + ("、".join(buys) if buys else "无（预算不足，先排队观察）")
+                         + ("、".join(f"{b[0].get('name') or b[0]['code']}≈{b[1]:.0f}%" for b in buys) if buys else "无")
                          + (f"（合计≈{cum:.0f}%）" if buys else ""))
-    except Exception:
-        pass
+            # ── 换仓策略：有排队推荐时，找可减的弱持仓来腾挪 ──
+            if queued:
+                weak = conn.execute("""
+                    SELECT hs.code, hs.name, hs.timing_signal, h.position_pct, h.cost, lp.price, lp.change_pct
+                    FROM holding_strategies hs
+                    JOIN holdings h ON hs.code = h.code AND h.is_active = 1
+                    LEFT JOIN live_prices lp ON hs.code = lp.code
+                    WHERE hs.status='active' AND h.shares > 0
+                      AND hs.timing_signal IN ('弱势持有','观望','持有')
+                    ORDER BY CASE hs.timing_signal WHEN '弱势持有' THEN 0 WHEN '观望' THEN 1 ELSE 2 END,
+                             h.position_pct DESC
+                """).fetchall()
+                if weak:
+                    need_pct = queued[0][1]
+                    plan = []
+                    freed = 0.0
+                    for w in weak:
+                        if freed >= need_pct:
+                            break
+                        plan.append(w)
+                        freed += w["position_pct"] or 0
+                    q0 = queued[0][0]
+                    rotation_note = (f"🔄 换仓建议：现金不足买 {q0.get('name') or q0['code']}（RR={q0.get('rr') or 0}）→ "
+                                     f"可减 {'+'.join(f\"{w['name']}\" for w in plan)}"
+                                     f"（{','.join(sorted({w['timing_signal'] for w in plan}))}，"
+                                     f"腾出≈{freed:.0f}%仓位）换入")
+        conn.close()
+    except Exception as _re:
+        print(f"  [REC] 换仓计算异常: {_re}", flush=True)
 
     lines = [f"📈 新增推荐 {len(items)} 只（按RR排序）:"]
     for i, it in enumerate(top):
@@ -1277,6 +1308,8 @@ def flush_rec_digest(max_items=5):
         lines.append(f"…另有 {len(items) - max_items} 只详见盯盘推荐操作区")
     if cash_note:
         lines.append("💰 " + cash_note)
+    if rotation_note:
+        lines.append(rotation_note)
     try:
         import sys as _s, os as _o2
         _s.path.insert(0, '/home/hmo/MoFin/deploy/profile-scripts')