TODO一口气4/6完成

T001: enrich_timing_signal RR参数降级
T002: price_monitor已有XMPP推送(514-525行)
T003: 自选扫描加15:00轮次
T005: 策略数据口径理解完成(非bug)
T006: trigger同步(已完成)
T004: 截图叙事清理待设计

system_health_check.py CRON_JOBS路径修正→正确的profile路径

strategy_lifecycle.py

@@ -1031,8 +1031,9 @@ def enrich_timing_signal(base_signal, macro_desc="", sector_note="",
                           profit_pct=0, stock_category="", is_new_entry=False,
                           fundamentals=None, news_sentiment=None,
                           timing_signal_override=None,
-                          portfolio_context=None):  # 新增参数
+                          portfolio_context=None,
-    """多因子合成timing_signal——大盘+行业+基本面+技术+组合风险
+                          rr_ratio=0):  # 2026-06-24 新参：盈亏比约束
+    """多因子合成timing_signal——大盘+行业+基本面+技术+组合风险+盈亏比
 
     返回 (enriched_signal, factors_list)
     - enriched_signal: 可读的多因子信号描述
@@ -1137,6 +1138,14 @@ def enrich_timing_signal(base_signal, macro_desc="", sector_note="",
         elif portfolio_context.get('is_high_weak'):
             factors.append("组合风险信号")
 
+    # 5.7 盈亏比因子（2026-06-24 新增——RR<1.5降级买入信号）
+    if rr_ratio > 0:
+        if rr_ratio < 1.5:
+            factors.append(f"RR{rr_ratio}过低")
+        elif rr_ratio >= 3:
+            factors.append(f"RR{rr_ratio}")
+        # 1.5~3之间：中性，不特别标注
+
     # 如果没有足够因素，返回信号不充分
     if not factors:
         return "信号不充分", []
@@ -1155,6 +1164,14 @@ def enrich_timing_signal(base_signal, macro_desc="", sector_note="",
                 signal_found = f
                 break
         clean_signal = signal_found if signal_found else "信号不充分"
+
+    # 6. RR约束降级（2026-06-24 新增）
+    # 买入/加仓信号但RR<1.5 → 降级为"信号不充分"
+    buy_signals = {"买入", "加仓"}
+    if clean_signal in buy_signals and 0 < rr_ratio < 1.5:
+        clean_signal = "信号不充分"
+        factors.append("RR过低降级")
+
     return clean_signal, factors
 
 
@@ -1196,6 +1213,7 @@ def reassess_with_context(code, name, price, cost, shares, current_action,
         fundamentals=fund,
         news_sentiment=news_sentiment,
         portfolio_context=_get_portfolio_risk_state(),
+        rr_ratio=result.get("rr_ratio", 0),
     )
     result["timing_signal"] = enriched
     result["signal_factors"] = factors
@@ -1529,6 +1547,7 @@ def regenerate_all(stdout=True):
                     is_new_entry=(source == "watchlist"),
                     fundamentals=fund,
                     news_sentiment=news_sentiment,
+                    rr_ratio=result.get("rr_ratio", 0),
                 )
                 result["timing_signal"] = enriched
 

system_health_check.py

@@ -14,7 +14,7 @@ PORTFOLIO_PATH = DATA_DIR / "portfolio.json"
 EVENTS_PATH = DATA_DIR / "price_events.json"
 EVALUATION_PATH = DATA_DIR / "evaluation.json"
 ACCURACY_PATH = DATA_DIR / "accuracy_stats.json"
-CRON_JOBS = "/home/hmo/.hermes/cron/jobs.json"
+CRON_JOBS = "/home/hmo/.hermes/profiles/position-analyst/cron/jobs.json"
 POSITION_CRON = "/home/hmo/.hermes/profiles/position-analyst/cron/jobs.json"
 
 def check(ok, msg):