diff --git a/deploy/profile-scripts/batch_reassess.py b/deploy/profile-scripts/batch_reassess.py
index 5a464459..1bc1c211 100644
--- a/deploy/profile-scripts/batch_reassess.py
+++ b/deploy/profile-scripts/batch_reassess.py
@@ -17,7 +17,7 @@ from datetime import datetime
sys.path.insert(0, os.path.dirname(os.path.abspath(__file__)))
sys.path.insert(0, "/home/hmo/MoFin")
from llm_client import call_llm, REASSESS_MODEL, gateway_alive, ocg_alive
-from mofin_db import snapshot_strategy_history
+from mofin_db import snapshot_strategy_history, sync_recommend_tag
DB = "/home/hmo/MoFin/data/mofin.db"
COOLDOWN_HOURS = 1
@@ -359,6 +359,9 @@ def save_result(code, full_text, parsed):
sql = f"UPDATE holding_strategies SET {', '.join(updates)} WHERE code=? AND status='active'"
conn.execute(sql, params)
conn.commit()
+
+ # ── 推荐操作 tag 同步（与 XMPP 动作级信号同源）──
+ sync_recommend_tag(conn, code, parsed.get("signal", ""))
# 买入信号→推XMPP通知（在conn close前执行）
if parsed.get("signal") == "买入":
diff --git a/deploy/profile-scripts/per_stock_reassess.py b/deploy/profile-scripts/per_stock_reassess.py
index f02b5be4..b84fd8fc 100644
--- a/deploy/profile-scripts/per_stock_reassess.py
+++ b/deploy/profile-scripts/per_stock_reassess.py
@@ -557,8 +557,14 @@ def main():
if _sig_line:
_sig = '买入' if '买入' in _sig_line[0] else '关注' if '关注' in _sig_line[0] else '观望' if '观望' in _sig_line[0] else '卖出' if '卖出' in _sig_line[0] else ''
if _sig:
- __import__('sqlite3').connect('/home/hmo/MoFin/data/mofin.db').execute(
- "UPDATE holding_strategies SET timing_signal=? WHERE code=? AND status='active'", (_sig, code)).connection.commit()
+ _ts_conn = __import__('sqlite3').connect('/home/hmo/MoFin/data/mofin.db')
+ _ts_conn.execute(
+ "UPDATE holding_strategies SET timing_signal=? WHERE code=? AND status='active'", (_sig, code))
+ _ts_conn.commit()
+ # 推荐操作 tag 同步（与 XMPP 动作级信号同源）
+ from mofin_db import sync_recommend_tag
+ sync_recommend_tag(_ts_conn, code, _sig)
+ _ts_conn.close()
print(f" ✅ LLM信号={_sig} 已写入")
# 买入信号→推XMPP
if _sig == "买入":
diff --git a/mofin_db.py b/mofin_db.py
index 6e4ba6ab..605e5b24 100644
--- a/mofin_db.py
+++ b/mofin_db.py
@@ -1108,6 +1108,28 @@ def get_prices_batch_from_db(codes: list[str]) -> dict:
# 核心写函数 — 替代 json.dump()，强制币种约束
# ═══════════════════════════════════════════════════════════════════
+def sync_recommend_tag(conn, code: str, timing_signal: str):
+ """裸 SQL 调用方（batch_reassess / per_stock_reassess）的推荐 tag 同步。
+ 动作级信号 → current_recommend；信号降级 → 清除 current_recommend；
+ active_manual（人工标记）永不动。与 XMPP 动作级告警同源（红线#12）。"""
+ _ACTION_SIGNALS = ("买入", "可买入", "可加仓", "卖出", "止盈")
+ try:
+ if timing_signal in _ACTION_SIGNALS:
+ conn.execute(
+ "UPDATE holding_strategies SET tag='current_recommend' "
+ "WHERE code=? AND status='active' AND (tag IS NULL OR tag != 'active_manual')",
+ (code,))
+ conn.commit()
+ elif timing_signal:
+ conn.execute(
+ "UPDATE holding_strategies SET tag='' "
+ "WHERE code=? AND status='active' AND tag='current_recommend'",
+ (code,))
+ conn.commit()
+ except Exception as e:
+ print(f" [TAG SYNC] {code} 失败: {e}", flush=True)
+
+
def snapshot_strategy_history(conn, code: str, source_trigger: str = "write_holding_strategy"):
"""在修改前快照当前策略到 strategy_history 表。永不抛异常。"""
try:
@@ -1162,12 +1184,17 @@ def write_holding_strategy(conn, code: str, name: str, data: dict,
quality_issues_j = _json.dumps(data.get('quality_issues', {}), ensure_ascii=False) if isinstance(data.get('quality_issues'), dict) else data.get('quality_issues_json', '')
signal_factors_j = _json.dumps(data.get('signal_factors', []), ensure_ascii=False) if isinstance(data.get('signal_factors'), list) else data.get('signal_factors_json', '')
- # 在DELETE前保留现有的full_analysis和reassessed_at（防止被regenerate_all等清空）
+ # ── 推荐操作 tag 同步语义（与 XMPP 动作级信号同源，红线#12）──
+ # 动作级信号 → tag=current_recommend（进盯盘"推荐操作"区）
+ # 信号降级 → 清除 current_recommend（区域同步消失）
+ # active_manual（人工标记）永远不被自动流程覆盖或清除
+ _ACTION_SIGNALS = ("买入", "可买入", "可加仓", "卖出", "止盈")
_existing_fa = data.get('full_analysis', '')
_existing_ra = data.get('reassessed_at', '')
- # tag 语义：'tag' 键缺席=保留旧标签；显式传入（含''）= 按传入值（允许清除标签）
_tag_absent = 'tag' not in data
- _existing_tag = data.get('tag', '') or ''
+ _new_sig = data.get('timing_signal', '') or ''
+ _explicit_tag = data.get('tag', None)
+ _old_tag = ''
if not _existing_fa or _tag_absent:
try:
_old = conn.execute("SELECT full_analysis, reassessed_at, tag FROM holding_strategies WHERE code=? ORDER BY id DESC LIMIT 1", (code,)).fetchone()
@@ -1175,10 +1202,19 @@ def write_holding_strategy(conn, code: str, name: str, data: dict,
if not _existing_fa:
if _old[0]: _existing_fa = _old[0]
if _old[1]: _existing_ra = _old[1]
- if _tag_absent and _old[2]:
- _existing_tag = _old[2]
+ _old_tag = _old[2] or ''
except:
pass
+ if _old_tag == 'active_manual':
+ _existing_tag = 'active_manual' # 人工标记不可动
+ elif _explicit_tag is not None:
+ _existing_tag = _explicit_tag # 显式传入优先（含''清除）
+ elif _new_sig in _ACTION_SIGNALS:
+ _existing_tag = 'current_recommend' # 动作级信号 → 自动推荐
+ elif _new_sig and _old_tag == 'current_recommend':
+ _existing_tag = '' # 信号降级 → 清除自动推荐
+ else:
+ _existing_tag = _old_tag # 其余保留
# ── 类型守卫：shares 必须是数值，防止字符串写入导致下游崩溃 ──
_shares = data.get('shares', 0)
diff --git a/static/index.html b/static/index.html
index 9cab2afc..cf08847b 100644
--- a/static/index.html
+++ b/static/index.html
@@ -1383,9 +1383,9 @@ async function renderWatch() {
return;
}
- // 分组渲染
+ // 分组渲染（推荐操作区域独立于持仓/自选，置顶且与XMPP推荐同步）
const groups = [
- { label: '🔥 重点推荐', g: 0 },
+ { label: '🔥 推荐操作', g: 0 },
{ label: '💼 持仓策略', g: 1 },
{ label: '⭐ 自选策略', g: 2 },
];
@@ -1408,9 +1408,12 @@ async function renderWatch() {
const items = stocks.filter(s => s.sort_group === grp.g);
if (items.length === 0) continue;
- // 分组标题行
- html += '' +
- '| ' + grp.label + ' (' + items.length + ') | ' +
+ // 分组标题行（推荐操作区域独立视觉）
+ const hdrCls = grp.g === 0
+ ? 'border-y border-amber-500/50 bg-amber-900/25'
+ : 'border-b border-slate-700';
+ html += '
' +
+ '| ' + grp.label + ' (' + items.length + ') | ' +
'
';
for (const s of items) {