fix(rec): RR系统自算落库+卖出不占买入预算+RR>=1.5门槛

- mofin_db.recompute_rr: 用现价+止损止盈重算RR, sync_recommend_tag入口统一调用
  (根治: prompt没让LLM输出RR, parse不解析, save不落库 → rr_ratio永远0)
- flush_rec_digest: 卖出/止盈单独一组排最前, 不占现金预算; 买入加RR>=1.5可执行门槛
- server.py/api/watch: 卖出永远可执行; 买入RR>=1.5才给可执行徽章
  (根治: 卖出默认吃8%预算被排队, RR=0的5%仓位反而挤进预算)

mofin_db.py

@@ -1144,11 +1144,46 @@ def reconcile_signal_from_analysis(conn, code: str) -> str:
         return ""
 
 
+def recompute_rr(conn, code: str) -> float:
+    """用现价+已存止损/止盈重算 RR 并写回 rr_ratio。
+    根治"LLM 不输出 RR → rr_ratio 永远 0"的断链（红线：RR 由系统算，不信 LLM）。
+    公式: RR = (止盈 - 基准价) / (基准价 - 止损)；基准价=现价，兜底区间上沿。
+    损/盈缺失或基准价<=止损 → RR=0（不达标，不参与排序）。"""
+    try:
+        row = conn.execute(
+            "SELECT entry_high, stop_loss, take_profit FROM holding_strategies WHERE code=? AND status='active'",
+            (code,)).fetchone()
+        if not row:
+            return 0.0
+        eh, sl, tp = (row[0] or 0), (row[1] or 0), (row[2] or 0)
+        ref = 0.0
+        try:
+            pr = conn.execute("SELECT price FROM live_prices WHERE code=?", (code,)).fetchone()
+            if pr and (pr[0] or 0) > 0:
+                ref = float(pr[0])
+        except Exception:
+            pass
+        if ref <= 0:
+            ref = float(eh or 0)
+        rr = 0.0
+        if sl > 0 and tp > 0 and ref > sl:
+            rr = round((tp - ref) / (ref - sl), 2)
+            if rr < 0:
+                rr = 0.0
+        conn.execute("UPDATE holding_strategies SET rr_ratio=? WHERE code=? AND status='active'", (rr, code))
+        conn.commit()
+        return rr
+    except Exception as e:
+        print(f"  [RR] {code} 重算失败: {e}", flush=True)
+        return 0.0
+
+
 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）。"""
     try:
+        recompute_rr(conn, code)  # 先入先算：保证 tag/入队/盯盘排序拿到新鲜 RR
         _old_tag_row = conn.execute(
             "SELECT tag FROM holding_strategies WHERE code=? AND status='active'", (code,)).fetchone()
         _old_tag = (_old_tag_row[0] or '') if _old_tag_row else ''
@@ -1234,10 +1269,15 @@ def flush_rec_digest(max_items=5):
     if not items:
         return 0
     _os.remove(qf)
-    items.sort(key=lambda x: x.get('rr') or 0, reverse=True)
+    _SELL_SIGS = ("卖出", "止盈")
+    # 卖出/止盈是释放现金的操作，不占买入预算，单独一组排最前
+    sells = [x for x in items if x.get('signal') in _SELL_SIGS]
+    buys_all = [x for x in items if x.get('signal') not in _SELL_SIGS]
+    buys_all.sort(key=lambda x: x.get('rr') or 0, reverse=True)
+    items = sells + buys_all
     top = items[:max_items]
 
-    # ── 现金预算（决定操盘建议 + 换仓策略）──
+    # ── 现金预算（决定操盘建议 + 换仓策略）：只对买入项计算，卖出不占预算 ──
     cash_note = ""
     rotation_note = ""
     try:
@@ -1250,11 +1290,11 @@ def flush_rec_digest(max_items=5):
             cum = 0.0
             buys = []
             queued = []
-            for it in top:
+            for it in buys_all:  # 只遍历买入项；sells 永远可执行
                 import re as _re
                 m = _re.search(r'(\d+(?:\.\d+)?)\s*%', it.get('position') or '')
                 pct = float(m.group(1)) if m else 8.0
-                if cum + pct <= budget_pct + 1e-9:
+                if (it.get('rr') or 0) >= 1.5 and cum + pct <= budget_pct + 1e-9:
                     buys.append((it, pct))
                     cum += pct
                 else:

server.py

@@ -227,18 +227,27 @@ def get_watch():
                 pass
         return 8.0
 
+    _SELL_SIGS = ("卖出", "止盈")
     _cands = [d for d in results if d['sort_group'] == 0 and _is_fresh(d)]
-    _cands.sort(key=lambda x: x.get('rr_ratio') or 0, reverse=True)
-    # 现金预算内标记"可执行"，预算外标记"排队"（不再降级隐藏）
+    # 卖出类永远可执行（释放现金，不占买入预算），排最前；买入类按 RR 降序
+    _sells = [d for d in _cands if (d.get('timing_signal') or '') in _SELL_SIGS]
+    _buys = [d for d in _cands if (d.get('timing_signal') or '') not in _SELL_SIGS]
+    _buys.sort(key=lambda x: x.get('rr_ratio') or 0, reverse=True)
+    for d in _sells:
+        d['rec_exec'] = True   # 卖出不需要现金，永远可执行
+        d['suggested_position_pct'] = 0.0
+    # 买入：RR≥1.5 才有可执行资格（prompt 自己的纪律：RR<1.5→不推荐）；
+    # 达标者贪心装入现金预算，预算外/不达标标记"排队"（不再降级隐藏）
     _cum = 0.0
-    for d in _cands:
+    for d in _buys:
         pct = _sugg_pct(d)
         d['suggested_position_pct'] = pct
-        if _cum + pct <= _budget_pct + 1e-9:
+        rr = d.get('rr_ratio') or 0
+        if rr >= 1.5 and _cum + pct <= _budget_pct + 1e-9:
             d['rec_exec'] = True   # 可执行
             _cum += pct
         else:
-            d['rec_exec'] = False  # 排队（现金不足）
+            d['rec_exec'] = False  # 排队（现金不足或RR不达标）
     # 落选（tag 但非新鲜）仍降回自然分组；新鲜者全部留在推荐区
     for d in results:
         if d['sort_group'] == 0 and not _is_fresh(d):