fix: 信号-仓位一致性校验(观望/卖出→0%, 关注≤5%)

scripts/batch_reassess.py

@@ -149,20 +149,27 @@ def parse_response(text):
             nums = re.findall(r'[\d.]+', l)
             pct = ""
             if nums:
-                # 取第一个合理的百分比（1-100之间）
                 for n in nums:
                     f = float(n)
                     if 1 <= f <= 100:
                         pct = f"{f:.0f}%"
                         break
-            # 如果没有百分比，用文字描述映射到百分比
             raw = l.replace("建议仓位","").strip()
             if not pct:
                 if "轻仓" in raw: pct = "3%"
                 elif "中" in raw and "仓" in raw: pct = "5%"
                 elif "重仓" in raw: pct = "10%"
-                elif "清仓" in raw or "零仓" in raw: pct = "0%"
+                elif "清仓" in raw or "零仓" in raw or "不参与" in raw: pct = "0%"
                 else: pct = "5%"
+            # 信号与仓位一致性校验
+            if result["signal"] in ("观望", "卖出"):
+                pct = "0%"
+            elif result["signal"] == "关注":
+                # 关注信号仓位不超过5%
+                if pct and pct != "0%":
+                    pct_num = int(pct.replace("%",""))
+                    if pct_num > 5:
+                        pct = "5%"
             result["position"] = pct
             break