feat: collect_data补全——①switched用attributed策略定义评估(600262切v8.1后按v8.1评)②无策略/失效持仓用position_management框架③当前温区合格策略注入(regime_active)

deploy/profile-scripts/batch_reassess.py

@@ -99,9 +99,17 @@ def collect_data(code):
         data["changelog_json"] = r[12] or ""
         data["reassessed_at"] = r[13] or ""
         data["strategy_name"] = r[15] or ""  # 2026-08-18 来源策略
+        # 2026-08-18 策略状态感知：switched → 用 strategy_attributed（切到的策略）的定义评估
+        try:
+            _st0 = conn.execute("SELECT strategy_state, strategy_attributed FROM holding_strategies WHERE code=? AND status='active'", (code,)).fetchone()
+            _eval_strat = data["strategy_name"]
+            if _st0 and _st0[0] == "switched" and _st0[1]:
+                _eval_strat = _st0[1]
+        except Exception:
+            _eval_strat = data["strategy_name"]
         # 2026-08-18 策略语义注入：读 strategy_defs 定义卡 + 情势体检
         try:
-            _sd = conn.execute("SELECT display_name, summary, entry_logic, exit_logic, review_focus, holding_style, status, retired_reason, superseded_by, regime FROM strategy_defs WHERE strategy_name=?", (data["strategy_name"],)).fetchone()
+            _sd = conn.execute("SELECT display_name, summary, entry_logic, exit_logic, review_focus, holding_style, status, retired_reason, superseded_by, regime FROM strategy_defs WHERE strategy_name=?", (_eval_strat,)).fetchone()
             if _sd:
                 data["strategy_def"] = {
                     "display_name": _sd[0] or data["strategy_name"], "summary": _sd[1] or "",
@@ -148,6 +156,41 @@ def collect_data(code):
         data["held_cost"] = hr[1] or 0
     else:
         data["held"] = False
+    # 2026-08-18 持仓处置决策：策略状态感知（invalidated/none → position_management）
+    try:
+        _st_r = conn.execute("SELECT strategy_state, strategy_attributed, strategy_provenance FROM holding_strategies WHERE code=? AND status='active'", (code,)).fetchone()
+        data["strategy_state"] = _st_r[0] or "active" if _st_r else "active"
+        data["strategy_attributed"] = _st_r[1] or "" if _st_r else ""
+        # 无策略/失效 + 持仓 → 用 position_management 框架
+        _need_pos_mgmt = (data.get("strategy_state") in ("invalidated", "none") or not data.get("strategy_def")) and data.get("held")
+        if _need_pos_mgmt:
+            _pm = conn.execute("SELECT display_name, summary, entry_logic, exit_logic, review_focus, holding_style, status, retired_reason, superseded_by, regime FROM strategy_defs WHERE strategy_name='position_management'").fetchone()
+            if _pm:
+                data["strategy_def"] = {
+                    "display_name": _pm[0], "summary": _pm[1], "entry_logic": _pm[2],
+                    "exit_logic": _pm[3], "review_focus": _pm[4], "holding_style": _pm[5],
+                    "status": _pm[6], "retired_reason": _pm[7], "superseded_by": _pm[8], "regime": _pm[9],
+                }
+                data["pos_mgmt_triggered"] = True
+        # 当前温区合格策略
+        try:
+            import os as _os
+            import json as _json2
+            _wf = "/home/hmo/MoFin/data/strategy_weights.json"
+            if _os.path.exists(_wf):
+                _wdata = _json2.load(open(_wf, encoding="utf-8"))
+                _ra = _wdata.get("regime_active", {})
+                _cur_rg = data.get("situation", {}).get("regime_a", "unknown")
+                data["current_regime_strategies"] = _ra.get(_cur_rg, [])
+                data["current_regime"] = _cur_rg
+            else:
+                data["current_regime_strategies"] = []
+                data["current_regime"] = data.get("situation", {}).get("regime_a", "unknown")
+        except Exception:
+            data["current_regime_strategies"] = []
+            data["current_regime"] = data.get("situation", {}).get("regime_a", "unknown")
+    except Exception:
+        pass
     conn.close()
     
     # 从腾讯API拉最新价和基本面