feat: per_stock_reassess也落库策略判断(从full_analysis复用parse_response提取策略失效/切换)(老莫:重评策略切换决策全路径生效)

2026-08-18 20:31:27 +08:00
parent 6b846941aa
commit 8b5499bab1
1 changed files with 20 additions and 0 deletions
@@ -470,6 +470,26 @@ def main():
                    _rc_conn.close()
                    if _sig:
                        print(f"  ✅ LLM信号={_sig} 已对齐")
+                    # 2026-08-18 策略判断落库（复用 batch 的 parse_response 从 full_analysis 提取）
+                    try:
+                        from batch_reassess import parse_response as _pr2
+                        _p2 = _pr2(_full_analysis_text or "")
+                        _j2 = _p2.get("strategy_judge", "")
+                        _st2 = _p2.get("strategy_switch_to", "")
+                        if _j2 == "策略失效重定":
+                            _rc_conn = __import__('sqlite3').connect('/home/hmo/MoFin/data/mofin.db')
+                            _rc_conn.execute("UPDATE holding_strategies SET strategy_state='invalidated' WHERE code=? AND status='active'", (code,))
+                            _rc_conn.commit(); _rc_conn.close()
+                            print(f"  ✅ 策略判断=策略失效重定，strategy_state→invalidated")
+                        elif _j2 == "更换策略归类" and _st2:
+                            _rc_conn = __import__('sqlite3').connect('/home/hmo/MoFin/data/mofin.db')
+                            _rc_conn.execute("UPDATE holding_strategies SET strategy_attributed=?, strategy_state='switched', strategy_provenance='llm_attributed' WHERE code=? AND status='active'", (_st2, code))
+                            _rc_conn.commit(); _rc_conn.close()
+                            print(f"  ✅ 策略判断=更换策略归类，strategy_attributed={_st2}")
+                        elif _j2:
+                            print(f"  ℹ️ 策略判断={_j2}（维持/修改参数，不落库）")
+                    except Exception as _pe:
+                        print(f"  ⚠️ 策略判断落库失败: {_pe}")
                    # 冷却期已更新（reassessed_at写入）
                except Exception as _dbe:
                    print(f"  [DB FAIL] holding_strategies 写入失败: {_dbe}", file=sys.stderr)