From 8b5499bab1c398a7d75890801d9e32bf4774e346 Mon Sep 17 00:00:00 2001
From: xxm <xxm@mofin.local>
Date: Tue, 18 Aug 2026 20:31:27 +0800
Subject: [PATCH] =?UTF-8?q?feat:=20per=5Fstock=5Freassess=E4=B9=9F?=
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---
 deploy/profile-scripts/per_stock_reassess.py | 20 ++++++++++++++++++++
 1 file changed, 20 insertions(+)

diff --git a/deploy/profile-scripts/per_stock_reassess.py b/deploy/profile-scripts/per_stock_reassess.py
index ab658215..0cc74115 100644
--- a/deploy/profile-scripts/per_stock_reassess.py
+++ b/deploy/profile-scripts/per_stock_reassess.py
@@ -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)