refactor: write_holding_strategy改UPSERT,DELETE+INSERT模式退役

- 只写自有列; rr_low/rr_high(recompute_rr拥有)/superseded_at/created_at不在写集→天然保留
- 未来新增计算列自动免疫(老爸: 新增计算列为什么要用delete+insert?不该用update吗?)
- 消除DELETE→INSERT崩溃窗口和created_at被重置副作用

mofin_db.py

@@ -1488,11 +1488,9 @@ def write_holding_strategy(conn, code: str, name: str, data: dict,
         _old_sig = ''
         _old_ra = ''
         _old_action = ''
-        _old_rr_lo = 0
-        _old_rr_hi = 0
         if True:
             try:
-                _old = conn.execute("SELECT full_analysis, reassessed_at, tag, timing_signal, action, rr_low, rr_high FROM holding_strategies WHERE code=? ORDER BY id DESC LIMIT 1", (code,)).fetchone()
+                _old = conn.execute("SELECT full_analysis, reassessed_at, tag, timing_signal, action FROM holding_strategies WHERE code=? ORDER BY id DESC LIMIT 1", (code,)).fetchone()
                 if _old:
                     if not _existing_fa:
                         if _old[0]: _existing_fa = _old[0]
@@ -1501,8 +1499,6 @@ def write_holding_strategy(conn, code: str, name: str, data: dict,
                     _old_sig = _old[3] or ''
                     _old_ra = _old[1] or ''
                     _old_action = _old[4] or ''
-                    _old_rr_lo = _old[5] or 0
-                    _old_rr_hi = _old[6] or 0
             except:
                 pass
         # ── 信号权威层级（2026-07-22）：新鲜(<20h)12维动作级信号，
@@ -1550,8 +1546,10 @@ def write_holding_strategy(conn, code: str, name: str, data: dict,
 
         # ── action 权限保护已在上方信号权威块中统一处理 ──
 
-        # DELETE + INSERT
-        conn.execute("DELETE FROM holding_strategies WHERE code=?", (code,))
+        # ── UPSERT（2026-07-23 老爸：新增计算列不该用DELETE+INSERT，该用UPDATE）──
+        # 只写本函数拥有的列；rr_low/rr_high(recompute_rr拥有)、superseded_at(data_governance
+        # 拥有)、created_at(创建时间)不在写集内 → 天然保留，未来新增计算列自动免疫。
+        # 同时消除 DELETE→INSERT 之间崩溃=行丢失的原子性窗口，以及 created_at 被重置的副作用。
         conn.execute("""
             INSERT INTO holding_strategies
             (code, name, version, price, cost, shares, stop_loss, take_profit,
@@ -1562,10 +1560,31 @@ def write_holding_strategy(conn, code: str, name: str, data: dict,
              avg_price, decision_timestamp, note, quality_check,
              quality_checked_at, quality_issues_json, position_advice,
              signal_factors_json, time_horizon, decision_type,
-             full_analysis, reassessed_at, tag, rr_low, rr_high)
+             full_analysis, reassessed_at, tag)
             VALUES (?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,?,
                     datetime('now','localtime'),
-                    ?,?,?,?,?,?,?,?,?,?,?,?,?,?,?)
+                    ?,?,?,?,?,?,?,?,?,?,?,?,?)
+            ON CONFLICT(code) DO UPDATE SET
+             name=excluded.name, version=excluded.version, price=excluded.price,
+             cost=excluded.cost, shares=excluded.shares,
+             stop_loss=excluded.stop_loss, take_profit=excluded.take_profit,
+             entry_low=excluded.entry_low, entry_high=excluded.entry_high,
+             currency=excluded.currency, strategy_type=excluded.strategy_type,
+             action=excluded.action, timing_signal=excluded.timing_signal,
+             rr_ratio=excluded.rr_ratio, tech_snapshot=excluded.tech_snapshot,
+             stock_category=excluded.stock_category, sector_context=excluded.sector_context,
+             status=excluded.status, trigger_json=excluded.trigger_json,
+             changelog_json=excluded.changelog_json, source=excluded.source,
+             reason=excluded.reason, updated_at=excluded.updated_at,
+             avg_price=excluded.avg_price, decision_timestamp=excluded.decision_timestamp,
+             note=excluded.note, quality_check=excluded.quality_check,
+             quality_checked_at=excluded.quality_checked_at,
+             quality_issues_json=excluded.quality_issues_json,
+             position_advice=excluded.position_advice,
+             signal_factors_json=excluded.signal_factors_json,
+             time_horizon=excluded.time_horizon, decision_type=excluded.decision_type,
+             full_analysis=excluded.full_analysis, reassessed_at=excluded.reassessed_at,
+             tag=excluded.tag
         """, (
             code, name,
             data.get('version', 1), data.get('price'), data.get('cost'),
@@ -1588,13 +1607,10 @@ def write_holding_strategy(conn, code: str, name: str, data: dict,
             signal_factors_j,
             data.get('time_horizon', ''),
             data.get('type', data.get('strategy_type', 'holding')),
-            # 保留full_analysis和reassessed_at
+            # 保留full_analysis和reassessed_at（合并逻辑在上方完成）
             _existing_fa,
             _existing_ra,
             _existing_tag,
-            # rr_low/rr_high: 调用方不提供时保留旧值（防DELETE+INSERT把计算列冲零）
-            data.get('rr_low') or _old_rr_lo,
-            data.get('rr_high') or _old_rr_hi,
         ))
         conn.commit()
         # ── 推荐转场：LLM路径新转为 current_recommend → 记入摘要队列（不逐只推送）──