fix: 全面系统修复 — delivery目标修正 + 脚本同步 + refresh_mtf_cache import修复 + clean_watchlist硬编码修复

修复清单：
- cron delivery修正：10个job从deliver=origin/all改为local，消除推送错误
- refresh_mtf_cache.py：替换strategy_lifecycle.PORTFOLIO_PATH导入为mofin_db直接读DB
- clean_watchlist.py：修复mo_data导入名错误和JSON硬编码路径
- MoFin/scripts/与profile scripts互相补全，双向sync到一致
- price_monitor.py：现金源从portfolio_summary表改为cash_log（Dad确认的现金权威）
- 更新watchlist.json加入000850华茂股份

price_monitor.py

@@ -153,14 +153,23 @@ def refresh_data_prices():
                         print(f"❌ DB写持仓失败（3次重试耗尽）: {msg}", file=sys.stderr)
                         break
 
-                # 重新计算市值（不变现金——DB的cash是权威）
+                # 重新计算市值（现金从cash_log取最新Dad确认值——price_monitor不再持有现金权威）
                 mv = calc_total_mv(db_holdings)
-                # 读取DB当前的现金和冻结，不覆盖
-                existing = conn.execute(
-                    'SELECT cash, frozen_cash FROM portfolio_summary WHERE id=1'
+                # 从cash_log读取最新verified现金（Dad确认的才是权威），不读portfolio_summary
+                latest = conn.execute(
+                    'SELECT cash_after, frozen_after FROM cash_log '
+                    'WHERE verified=1 ORDER BY id DESC LIMIT 1'
                 ).fetchone()
-                db_cash = existing['cash'] if existing else 0.0
-                db_frozen = existing['frozen_cash'] if existing else 0.0
+                if latest:
+                    db_cash = latest['cash_after'] or 0.0
+                    db_frozen = latest['frozen_after'] or 0.0
+                else:
+                    # 首次运行/无cash_log记录时回退到summary现存值
+                    existing = conn.execute(
+                        'SELECT cash, frozen_cash FROM portfolio_summary WHERE id=1'
+                    ).fetchone()
+                    db_cash = existing['cash'] if existing else 0.0
+                    db_frozen = existing['frozen_cash'] if existing else 0.0
                 assets = calc_total_assets({'holdings': db_holdings, 'cash': db_cash, 'frozen_cash': db_frozen})
                 position_pct = round(mv / assets * 100, 2) if assets > 0 else 0
                 write_portfolio_summary(conn, {