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

scripts/refresh_mtf_cache.py

@@ -22,20 +22,29 @@ def log(msg):
     print(f"[{ts}] {msg}", file=sys.stderr)
 
 def main():
-    from strategy_lifecycle import safe_json_load, PORTFOLIO_PATH, WATCHLIST_PATH
+    from mofin_db import get_conn
 
     # 收集所有股票代码
     codes = []
-    for item in safe_json_load(PORTFOLIO_PATH, {}).get("holdings", []):
-        code = item.get("code", "")
-        if code:
-            codes.append(("portfolio", code))
-    seen = set(c[1] for c in codes)
-    for item in safe_json_load(WATCHLIST_PATH, {}).get("stocks", []):
-        code = item.get("code", "")
-        if code and code not in seen:
-            codes.append(("watchlist", code))
-            seen.add(code)
+    seen = set()
+
+    conn = get_conn()
+    try:
+        rows = conn.execute("SELECT code FROM holdings WHERE is_active=1").fetchall()
+        for r in rows:
+            code = r["code"]
+            if code:
+                codes.append(("portfolio", code))
+                seen.add(code)
+
+        rows = conn.execute("SELECT code FROM watchlist_stocks WHERE is_active=1").fetchall()
+        for r in rows:
+            code = r["code"]
+            if code and code not in seen:
+                codes.append(("watchlist", code))
+                seen.add(code)
+    finally:
+        conn.close()
     
     # 加入指数代码（用于多周期趋势研判）
     INDEXES = {