feat: macro_context/market数据全部DB优先，JSON回退

- 建 macro_context_log 表，macro_context_collector.py 双写
- strategy_lifecycle.py load_macro_context() 优先DB
- strategy_tree.py detect_scenario() 优先DB
- stale_push_wlin.py load_macro_line() 优先DB
- xiaoguo_signal_consumer.py 大盘判断优先DB
- stock_profile.py load_macro() 优先DB
- system_audit.py 管道审计改查DB market_snapshots
- JSON保留作fallback，确保过渡期不中断

scripts/xiaoguo_signal_consumer.py

@@ -74,19 +74,41 @@ def quick_assess(quote):
     score = 0
     reasons = []
     
-    # 大盘环境（简化：交易日9:30-15:00且在涨）
-    # 引用 macro_context.json 中的大盘方向
+    # 大盘环境，从DB读（回退JSON）
     try:
-        mc = json.loads((DATA / "macro_context.json").read_text())
-        sh = mc.get("shanghai", {}).get("change_pct", 0)
+        import sqlite3
+        conn = sqlite3.connect(str(DB_PATH))
+        row = conn.execute(
+            "SELECT indices FROM macro_context_log WHERE has_valid_data=1 ORDER BY created_at DESC LIMIT 1"
+        ).fetchone()
+        conn.close()
+        if row and row[0]:
+            mc = json.loads(row[0])
+        else:
+            raise ValueError
+        sh = 0
+        for k, v in mc.items():
+            if "上证" in k:
+                sh = v.get("change_pct", 0)
+                break
         if sh > 0.5:
             score += 1
             reasons.append(f"大盘+{sh:.1f}%偏强")
         elif sh < -0.5:
             score -= 1
             reasons.append(f"大盘{sh:.1f}%偏弱")
-    except:
-        pass
+    except Exception:
+        try:
+            mc = json.loads((DATA / "macro_context.json").read_text())
+            sh = mc.get("shanghai", {}).get("change_pct", 0)
+            if sh > 0.5:
+                score += 1
+                reasons.append(f"大盘+{sh:.1f}%偏强")
+            elif sh < -0.5:
+                score -= 1
+                reasons.append(f"大盘{sh:.1f}%偏弱")
+        except:
+            pass
     
     # 技术面：涨跌幅
     chg = quote.get("change_pct", 0)