chore: position_management策略卡脚本入库(add_position_mgmt.py)

deploy/profile-scripts/add_position_mgmt.py

@@ -0,0 +1,52 @@
+#!/usr/bin/env python3
+# -*- coding: utf-8 -*-
+"""建 position_management 持仓处置策略卡（2026-08-18 老莫）
+规则明确（非LLM拍脑袋）：
+- 深套(浮亏>20%)：不补不割等反弹 + 止损移动保护 + 换股时RR最低优先处置
+- 未深套：按当前温区合格策略复核持仓（持有/减/清）
+"""
+import sqlite3, json, hashlib
+
+DB = "/home/hmo/MoFin/data/mofin.db"
+conn = sqlite3.connect(DB, timeout=30)
+conn.execute("PRAGMA busy_timeout=30000")
+
+def upsert(s):
+    hp = hashlib.md5((s.get("key_params") or "").encode()).hexdigest()[:12]
+    s2 = dict(s); s2["params_hash"] = hp; s2["updated_at"] = "2026-08-18 21:50:00"; s2["updated_by"] = "add_position_mgmt.py"
+    cols = ",".join(s2.keys()); ph = ",".join("?" * len(s2))
+    conn.execute(
+        f"INSERT INTO strategy_defs ({cols}) VALUES ({ph}) ON CONFLICT(strategy_name) DO UPDATE SET "
+        f"display_name=excluded.display_name, aliases=excluded.aliases, market=excluded.market, "
+        f"regime=excluded.regime, family=excluded.family, summary=excluded.summary, "
+        f"entry_logic=excluded.entry_logic, exit_logic=excluded.exit_logic, "
+        f"key_params=excluded.key_params, review_focus=excluded.review_focus, "
+        f"holding_style=excluded.holding_style, status=excluded.status, "
+        f"retired_reason=excluded.retired_reason, superseded_by=excluded.superseded_by, "
+        f"params_hash=excluded.params_hash, needs_review=excluded.needs_review, "
+        f"doc_ref=excluded.doc_ref, scanner_file=excluded.scanner_file, "
+        f"version=excluded.version, updated_at=excluded.updated_at, updated_by=excluded.updated_by",
+        [s2[k] for k in s2])
+    print(f"  + {s['strategy_name']} 已写入/更新")
+
+upsert(dict(
+    strategy_name="position_management",
+    display_name="持仓处置（情势变更兜底）",
+    aliases=json.dumps(["position_management", "pos_mgmt", "holding_disposal"]),
+    market="A", regime="all",
+    family="position_management",
+    summary="原策略失效且无合适新策略时的持仓处置框架（规则明确，非LLM拍脑袋）：深套(浮亏>20%)不补不割等反弹+止损移动保护+换股时RR最低优先处置；未深套按当前温区合格策略复核持仓。",
+    entry_logic="不适用（持仓已有，非选股策略）——处置决策基于持仓成本 + 当前情势 + 当前温区合格策略框架。",
+    exit_logic="深套(浮亏>20%)：不补不割等反弹，止损移动保护（止损只上不下），换股机会时RR最低优先处置；未深套：按当前温区合格策略的评估框架复核——持有（新止损/止盈）/减仓/清仓/换股。",
+    key_params=json.dumps({"deep_loss_pct": -20, "deep_loss_rule": "不补不割等反弹+止损移动保护", "swap_rule": "换股机会时RR最低优先处置", "normal_rule": "按当前温区合格策略复核持仓"}),
+    review_focus="①是否深套（浮亏>20%）？深套→不补不割等反弹，止损移动保护②未深套→当前温区合格策略是什么？按该策略的入场逻辑复核：现价在买区/止损/止盈什么位置③该策略的止损/止盈是否还适用（温区变了参数要不要调）④是否该腾资金换股（RR对比其他持仓）⑤若换股，选哪只（RR最低优先处置）",
+    holding_style="持仓管理（处置优先于换策略）",
+    status="active", version="v1",
+    scanner_file="",
+    doc_ref="docs/v_mr_strategy.md(L240弱市仓位管理)+max_hold分析结论.md",
+))
+
+conn.commit()
+n = conn.execute("SELECT COUNT(*) FROM strategy_defs").fetchone()[0]
+print(f"\nstrategy_defs 共 {n} 张卡")
+conn.close()