refactor(D组): 归档strategy_evaluator+advice_reconciliation,功能合并到strategy_effectiveness

- 归档strategy_evaluator.py/advice_reconciliation.py(功能已被strategy_effectiveness替代)
- strategy_effectiveness扩展: 读取recommendation_log+execution_log增强评估
- mofin_db新增: log_recommendation/log_execution/match_recommendations_executions
- 新表recommendation_log(推荐历史)+execution_log(执行历史)

deploy/profile-scripts/mofin_db.py

@@ -2486,3 +2486,72 @@ def write_holding_strategy_versioned(conn, code, name, data, source_trigger="bat
     data['version'] = new_ver
 
     return write_holding_strategy(conn, code, name, data, source_trigger)
+
+
+# ── recommendation_log 写入（重评时同步记录推荐）──
+def log_recommendation(conn, strategy_id, code, data, source_trigger="batch_12d"):
+    """记录推荐历史：重评写入策略卡时同步调用"""
+    now = __import__('datetime').datetime.now().isoformat()
+    conn.execute("""
+        INSERT INTO recommendation_log
+        (strategy_id, code, strategy_source, version, recommend_time,
+         action, entry_low, entry_high, stop_loss, take_profit,
+         position_advice, timing_signal, rr_ratio, reason)
+        VALUES (?,?,?,?,?,?,?,?,?,?,?,?,?,?)
+    """, (strategy_id, code, data.get('strategy_source', ''), data.get('version', ''),
+          now, data.get('action', ''), data.get('entry_low', 0), data.get('entry_high', 0),
+          data.get('stop_loss', 0), data.get('take_profit', 0),
+          data.get('position_advice', ''), data.get('timing_signal', ''),
+          data.get('rr_ratio', 0), data.get('reason', '')))
+    print(f"  [RECOMMEND] {code} v{data.get('version','')} 记录推荐", flush=True)
+
+
+# ── execution_log 写入（交易执行时记录）──
+def log_execution(conn, code, action, shares, price, cost=None, source="trade_capture", recommendation_id=None):
+    """记录执行历史：trade_capture/import_holding_xls 等执行后调用"""
+    now = __import__('datetime').datetime.now().isoformat()
+    conn.execute("""
+        INSERT INTO execution_log
+        (code, action, shares, price, cost, execute_time, source, match_recommendation_id)
+        VALUES (?,?,?,?,?,?,?,?)
+    """, (code, action, shares, price, cost, now, source, recommendation_id))
+    print(f"  [EXEC] {code} {action} {shares}股 @{price} source={source}", flush=True)
+
+
+# ── 匹配推荐与执行（盘后评估用）──
+def match_recommendations_executions(conn, code, strategy_id):
+    """找到策略推荐与实际执行的对应关系"""
+    recs = conn.execute(
+        "SELECT id, recommend_time, action, entry_low, entry_high FROM recommendation_log "
+        "WHERE code=? AND strategy_id=? ORDER BY recommend_time", (code, strategy_id)).fetchall()
+    execs = conn.execute(
+        "SELECT id, execute_time, action, shares, price FROM execution_log "
+        "WHERE code=? ORDER BY execute_time", (code,)).fetchall()
+    
+    matches = []
+    for rec in recs:
+        rec_time = rec[1]
+        rec_action = rec[2]
+        # 找推荐之后最近的执行
+        for exe in execs:
+            if exe[1] >= rec_time and exe[2] == rec_action:
+                matches.append({
+                    "recommendation_id": rec[0],
+                    "recommend_time": rec[1],
+                    "recommend_action": rec[2],
+                    "execution_id": exe[0],
+                    "execute_time": exe[1],
+                    "execute_action": exe[2],
+                    "shares": exe[3],
+                    "price": exe[4],
+                    "matched": True,
+                })
+                break
+        else:
+            matches.append({
+                "recommendation_id": rec[0],
+                "recommend_time": rec[1],
+                "recommend_action": rec[2],
+                "matched": False,
+            })
+    return matches

deploy/profile-scripts/strategy_effectiveness.py

@@ -241,3 +241,43 @@ def main():
 
 if __name__ == "__main__":
     main()
+
+
+# ── 扩展评估：读取 recommendation_log + execution_log ──
+def evaluate_with_logs(conn, strategy):
+    """用推荐记录+执行记录增强评估"""
+    sid = strategy[0]
+    code = strategy[1]
+    
+    # 读推荐记录
+    recs = conn.execute(
+        "SELECT recommend_time, action, entry_low, entry_high, stop_loss, take_profit "
+        "FROM recommendation_log WHERE strategy_id=? ORDER BY recommend_time", (sid,)).fetchall()
+    
+    # 读执行记录
+    execs = conn.execute(
+        "SELECT execute_time, action, shares, price FROM execution_log "
+        "WHERE code=? ORDER BY execute_time", (code,)).fetchall()
+    
+    # 匹配：推荐后是否有对应执行
+    rec_followed = 0
+    rec_not_followed = 0
+    for rec in recs:
+        rec_time, rec_action = rec[0], rec[1]
+        found = False
+        for exe in execs:
+            if exe[0] >= rec_time and exe[1] == rec_action:
+                found = True
+                rec_followed += 1
+                break
+        if not found:
+            rec_not_followed += 1
+    
+    compliance_rate = rec_followed / (rec_followed + rec_not_followed) * 100 if (rec_followed + rec_not_followed) > 0 else 0
+    
+    return {
+        "recommendations": len(recs),
+        "executions_matched": rec_followed,
+        "executions_missed": rec_not_followed,
+        "compliance_rate": round(compliance_rate, 1),
+    }

deploy/profile-scripts/trade_capture.py

@@ -150,6 +150,9 @@ def execute_stock(stock):
                 pass
         if not result.get("action"):
             result["action"] = "无变更"
+    # 记录执行日志
+    from mofin_db import log_execution
+    log_execution(conn, code, result.get("action",""), int(stock.get("shares",0) or 0), float(stock.get("price",0) or 0), source="trade_capture")
     
     conn.commit()
     conn.close()