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

strategy_tree.py

@@ -70,15 +70,30 @@ def detect_scenario():
     confidence = 0.5
     
     try:
-        macro = json.load(open(MACRO_PATH))
-        market = json.load(open(MARKET_PATH))
+        # 优先 DB
+        import sqlite3
+        from pathlib import Path
+        db = sqlite3.connect(str(Path(__file__).parent / "data" / "mofin.db"))
+        mrow = db.execute(
+            "SELECT indices, structure, sector_mood FROM macro_context_log "
+            "WHERE has_valid_data=1 ORDER BY created_at DESC LIMIT 1"
+        ).fetchone()
+        db.close()
+        if mrow:
+            structure = json.loads(mrow[1]) if mrow[1] else {}
+            overall = structure.get("overall", "").lower()
+            mood = (mrow[2] or "").lower() if len(mrow) > 2 else ""
+        else:
+            raise ValueError("no db data")
     except Exception:
-        return {"id": scenario_id, "label": "默认-弱势震荡", "confidence": 0.3, "portfolio_action": "观望"}
-
-    mood = market.get("mood", "").lower()
-    # Try to get trend from macro_context
-    structure = macro.get("structure", {})
-    overall = structure.get("overall", "").lower()
+        try:
+            macro = json.load(open(MACRO_PATH))
+            market = json.load(open(MARKET_PATH))
+            mood = market.get("mood", "").lower()
+            structure = macro.get("structure", {})
+            overall = structure.get("overall", "").lower()
+        except Exception:
+            return {"id": "weak_consolidation", "label": "默认-弱势震荡", "confidence": 0.3, "portfolio_action": "观望"}
     trend_desc = structure.get("description", "").lower()
     
     # Check for sharp decline