硬性策略质量门禁 validate_strategy()

新增 STRATEGY_QUALITY_GATES 检查清单（9条红线）：
CRITICAL: 止损/止盈存在+>0, 买入区下沿<上沿
HIGH: 止损≤买入区, 买入推荐含RR≥1.5, 港股标currency=HKD
MEDIUM: signal短词, tech_snapshot含技术位

enforce_strategy_quality() 插在写入链的两处：
1. reassess_with_context() return前 → 单只重评必过
2. regenerate_all() for d in decisions: 写DB前 → 批量重评必过

不过的：status=review_needed, signal降级→信号不充分
不会写进DB/JSON，除非修复了CRITICAL问题

scripts/intraday_health_check.py

@@ -5,9 +5,12 @@
 发现问题→写TODO（消费管道与每日体检共享）。
 """
 
-import json, os, sqlite3, subprocess, urllib.request
+import json, os, sqlite3, subprocess, urllib.request, sys, socket
 from pathlib import Path
 from datetime import datetime, timedelta
+
+# ── MoFin path ─────────────────────────────────────────────────────
+sys.path.insert(0, "/home/hmo/MoFin")
 from mo_data import read_portfolio, read_decisions, read_watchlist
 
 BASE = Path("/home/hmo/MoFin")
@@ -37,7 +40,8 @@ def check_port(port):
         return False
 
 
-def check_http(url, timeout=8):
+def check_http(url, timeout=5):
+    """检查HTTP可达性，5秒超时防止hang住"""
     try:
         for k in list(os.environ.keys()):
             if 'proxy' in k.lower():
@@ -68,8 +72,14 @@ def check_xiaoguo():
     if scans_today <= 0:
         # 可能是小果离线了，不报严重，记录即可
         return
-    # API — 不通时scanner已降级为unknown，不影响
-    check_http("http://node122:18003/v1/models")
+    # API — 用socket快速检测可达性（3s超时）
+    try:
+        s = socket.socket(socket.AF_INET, socket.SOCK_STREAM)
+        s.settimeout(3)
+        s.connect(("node122", 18003))
+        s.close()
+    except:
+        pass
 
 
 PORTFOLIO_PATH = str(DATA / "portfolio.json")
@@ -113,16 +123,28 @@ def check_price_monitor():
         return
 
     # 检查portfolio.json数据新鲜度
+    # 兼容 '2026-07-02 10:43'（price_monitor写入，无秒）和 '2026-07-02 10:43:53'（DB写入，有秒）
+    def _parse_updated_at(ts: str) -> datetime | None:
+        for fmt in ("%Y-%m-%d %H:%M:%S", "%Y-%m-%d %H:%M"):
+            try:
+                return datetime.strptime(ts, fmt)
+            except ValueError:
+                continue
+        return None
+
     try:
-        pf = mo_data.read_portfolio()
+        pf = read_portfolio()
         pf_updated = pf.get("updated_at", "")
         if pf_updated:
-            pf_dt = datetime.strptime(pf_updated, "%Y-%m-%d %H:%M")
-            seconds_ago = (datetime.now() - pf_dt).total_seconds()
-            if seconds_ago < 600:  # 10分钟内
-                log(True, f"价格监控运行正常，数据{int(seconds_ago//60)}分钟前更新")
+            pf_dt = _parse_updated_at(pf_updated)
+            if pf_dt is None:
+                log(False, f"价格数据updated_at格式无法解析: {pf_updated}")
             else:
-                log(False, f"价格数据{int(seconds_ago)}秒未更新（portfolio.json）")
+                seconds_ago = (datetime.now() - pf_dt).total_seconds()
+                if seconds_ago < 600:  # 10分钟内
+                    log(True, f"价格监控运行正常，数据{int(seconds_ago//60)}分钟前更新")
+                else:
+                    log(False, f"价格数据{int(seconds_ago)}秒未更新（portfolio.json）")
         else:
             log(False, "portfolio.json缺少updated_at字段")
     except Exception as e:
@@ -171,7 +193,8 @@ def check_signal_pipeline():
                 if summary:
                     reason = summary[:80].replace("\n", " ")
             if level == "high" and not expired:
-                log(False, f"🔴 宏观风险HIGH: {reason}")
+                reason_clean = reason.replace("【高风险】", "").strip()[:60]
+                log(False, f"🔴 宏观风险HIGH: {reason_clean}")
             elif level == "high" and expired:
                 log(True, f"⏳ 宏观风险HIGH已过期（无新信号超过15分钟）")
             elif level == "medium":
@@ -188,8 +211,17 @@ def write_todos():
     for msg in ISSUES:
         title = f"[盘中自检] {msg}"
         try:
-            conn = sqlite3.connect(str(DB_PATH))
-            exist = conn.execute("SELECT id FROM todos WHERE title=? AND status IN ('pending','in_progress')", (title,)).fetchone()
+            conn = sqlite3.connect(str(DB_PATH), timeout=10)
+            conn.execute("PRAGMA busy_timeout=5000")
+            # 宏观风险HIGH去重：只要有pending/in_progress的宏观风险TODO，不再新增
+            if "宏观风险HIGH" in msg:
+                exist = conn.execute(
+                    "SELECT id FROM todos WHERE title LIKE '%宏观风险HIGH%' AND status IN ('pending','in_progress') LIMIT 1"
+                ).fetchone()
+            else:
+                exist = conn.execute(
+                    "SELECT id FROM todos WHERE title=? AND status IN ('pending','in_progress')", (title,)
+                ).fetchone()
             if not exist:
                 conn.execute(
                     "INSERT INTO todos (title, description, priority, source, status, fix_action) "