feat(L1): 新增reassess_daily检查——持仓当日重评覆盖率+分析存在率+自选24h补评率（修复'每日重评做没做'无监控的空白）

deploy/profile-scripts/functional_health_check.py

@@ -47,6 +47,9 @@ REGISTRY = [
      "check": {"type": "file_freshness", "path": "/tmp/mofin_premarket/summary.json",
                "max_age_h": 26, "when": "daily"},
      "repair": {"action": "rerun_script", "script": "premarket_full_review.py"}},
+    {"module": "reassess_daily", "function": "每日12维重评完成度(持仓当日覆盖+分析存在率)",
+     "check": {"type": "reassess_daily", "when": "daily"},
+     "repair": {"action": "rerun_script", "script": "batch_reassess.py --type holding --today"}},
     {"module": "gateway_llm", "function": "LLM调用链可用(gateway agent.log)",
      "check": {"type": "agent_log", "max_age_min": 30, "when": "always"},
      "repair": {"action": "llm_diagnose"}},
@@ -180,6 +183,58 @@ def check_cron_engine(chk, now):
         return "fail", f"检查失败: {e}"
 
 
+def check_reassess_daily(conn, now):
+    """每日12维重评完成度：
+    - 持仓：当日已重评比例（交易日13:00后应≈100%，此前按上一交易日）+ 有分析比例
+    - 自选：近24h重评比例（补评管道是否活着）
+    阈值：持仓当日覆盖<50% 或 分析存在率<70% → fail；<90% → warn
+    """
+    try:
+        today = now.strftime("%Y-%m-%d")
+        rows = conn.execute(
+            "SELECT decision_type, reassessed_at, full_analysis FROM holding_strategies WHERE status='active'").fetchall()
+        h_total = h_today = h_fa = w_total = w_24h = 0
+        cutoff = now - timedelta(hours=24)
+        for dt, ra, fa in rows:
+            fa_ok = bool(fa and str(fa).strip())
+            ra_dt = None
+            if ra:
+                try:
+                    ra_dt = datetime.fromisoformat(str(ra)[:19])
+                except Exception:
+                    pass
+            if dt == '持仓策略':
+                h_total += 1
+                if fa_ok:
+                    h_fa += 1
+                if ra_dt and ra_dt.strftime("%Y-%m-%d") == today:
+                    h_today += 1
+            else:
+                w_total += 1
+                if ra_dt and ra_dt >= cutoff:
+                    w_24h += 1
+        if h_total == 0:
+            return "fail", "holding_strategies 无持仓数据"
+        h_cov = h_today / h_total
+        h_fa_rate = h_fa / h_total
+        w_cov = w_24h / w_total if w_total else 1
+        detail = (f"持仓 今日重评{h_today}/{h_total}({h_cov:.0%}) 有分析{h_fa}/{h_total}({h_fa_rate:.0%}) | "
+                  f"自选 24h重评{w_24h}/{w_total}({w_cov:.0%})")
+        # 12:35 前补评窗口未完成属正常，降级 warn
+        grace = now.hour < 13 or now.weekday() >= 5
+        if h_fa_rate < 0.7:
+            return "fail", f"分析存在率过低: {detail}"
+        if h_cov < 0.5 and not grace:
+            return "fail", f"今日持仓重评覆盖不足: {detail}"
+        if h_cov < 0.9 and not grace:
+            return "warn", f"覆盖不完整: {detail}"
+        if grace and (h_cov < 0.9 or w_cov < 0.2):
+            return "warn", f"补评窗口中: {detail}"
+        return "ok", detail
+    except Exception as e:
+        return "fail", f"检查异常: {e}"
+
+
 def main():
     now = datetime.now()
     trading = is_trading_now(now)
@@ -212,6 +267,8 @@ def main():
             status, reason = check_ocr_health(chk, now)
         elif t == "cron_engine":
             status, reason = check_cron_engine(chk, now)
+        elif t == "reassess_daily":
+            status, reason = check_reassess_daily(conn, now)
         else:
             status, reason = "fail", f"未知检查类型 {t}"