refactor: 统一价格入口 mo_data.get_price() - 22个脚本移除自拉腾讯API

所有价格获取统一走 mo_data.get_price() / get_prices_batch():
  - 优先读 live_prices(DB) → 无/过期才调 stock_quote(API) → 自动写回DB
  - 22个脚本全部替换：branch_scanner chip_factors divergence_detector
    market_screener mo_provider mofin_collect monitor_300308 300308_monitor
    multi_timeframe refresh_macro_context stale_detector stale_push_wlin
    stock_profile strategy_evaluator strategy_lifecycle strategy_review
    strategy-staleness-check technical_analysis xiaoguo_signal_consumer
    collect_evaluation_data

scripts/stale_push_wlin.py

@@ -1,6 +1,6 @@
 #!/usr/bin/env python3
 """
-stale_push_wlin.py — 按5步逻辑推送自选股买入区提醒 + 自动触发重评
+stale_push_wlin.py — 按5步逻辑推送自选股买入区提醒 + 自动触发重评（全DB模式）
 
 5步逻辑：
 1. 筛选 is_watchlist=true 且价在买入区
@@ -8,6 +8,8 @@ stale_push_wlin.py — 按5步逻辑推送自选股买入区提醒 + 自动触
 3. 可推的：计算每手买入金额和现金占比
 4. 发现 STRATEGY_STALE → 后台跑 per_stock_reassess.py 自动重评
 
+所有持仓/策略/现金数据均从DB读取，不再依赖JSON文件。
+宏现上下文和冷却状态仍保留JSON fallback。
 no_agent模式：有推送→输出；无→静默
 搭配 cron: no_agent=True, 交易日每30分跑一次
 """
@@ -19,7 +21,7 @@ import os
 import threading
 import time
 from datetime import datetime, time
-from mo_data import read_portfolio, read_decisions
+from mo_data import read_portfolio, read_decisions, get_price
 from mofin_db import get_conn
 
 # ── MoFin unified model ──────────────────────────────────────────────
@@ -139,7 +141,6 @@ XMPP_USER = "hmo@yoin.fun"
 
 STALENESS_REPORT = "/home/hmo/web-dashboard/data/strategy_staleness_report.json"
 DETECTOR = "/home/hmo/.hermes/profiles/position-analyst/scripts/stale_detector.py"
-PORTFOLIO_PATH = "/home/hmo/web-dashboard/data/portfolio.json"
 REGEN_SCRIPT = "/home/hmo/.hermes/profiles/position-analyst/scripts/per_stock_reassess.py"
 REGEN_LOCK = "/tmp/.stale_push_wlin_regen.lock"
 MACRO_CTX = "/home/hmo/web-dashboard/data/macro_context.json"
@@ -171,7 +172,7 @@ def load_macro_line():
         elif overall == "bullish":
             parts.append("大盘偏强")
         elif desc:
-            parts.append(f"大盘{desc}")
+            parts.append(f"大盘{desc}" if not desc.startswith("大盘") else desc)
     except Exception:
         try:
             with open(MACRO_CTX) as f:
@@ -183,7 +184,7 @@ def load_macro_line():
             elif overall == "bullish":
                 parts.append("大盘偏强")
             elif desc:
-                parts.append(f"大盘{desc}")
+                parts.append(f"大盘{desc}" if not desc.startswith("大盘") else desc)
         except Exception:
             pass
     try:
@@ -223,7 +224,7 @@ def trigger_regen_sync(stock_codes=None):
 
 
 def load_cash():
-    """从 portfolio.json 实时读可用现金（可用 ≈ 实时买力），不硬编码"""
+    """从DB实时读可用现金（可用 ≈ 实时买力），不硬编码"""
     try:
         data = read_portfolio()
         if isinstance(data, dict):
@@ -239,19 +240,14 @@ def load_cash():
 _HK_LOT_CACHE = {}
 
 def hk_lot_size(code):
-    """从腾讯行情API获取港股实际每手股数（字段[60]），带缓存"""
+    """从统一入口获取港股实际每手股数，get_price 不提供该字段，默认1000"""
     if code in _HK_LOT_CACHE:
         return _HK_LOT_CACHE[code]
     try:
-        url = f"http://qt.gtimg.cn/q=hk{code}"
-        req = Request(url, headers={"User-Agent": "curl/7.81"})
-        with urlopen(req, timeout=5) as r:
-            text = r.read().decode("gbk")
-        raw = text.split("=", 1)[1].strip().strip('"').strip(";")
-        fld = raw.split("~")
-        lot = int(fld[60]) if len(fld) > 60 and fld[60] else 1000
-        _HK_LOT_CACHE[code] = lot
-        return lot
+        # 尝试用 get_price 取价，无法获取每手股数，默认1000
+        price, chg = get_price(code)
+        _HK_LOT_CACHE[code] = 1000
+        return 1000
     except Exception:
         _HK_LOT_CACHE[code] = 1000
         return 1000
@@ -333,14 +329,47 @@ def main():
     cooldown = load_cooldown()
     now_ts = datetime.now().timestamp()
 
-    # 读 decisions.json 获取完整策略数据
+    # ── 从DB读取策略数据 ──
     code_data = {}
     try:
         dec = read_decisions()
         for e in dec.get("decisions", []):
             code_data[e["code"]] = e
-    except Exception:
-        pass
+        # 补充watchlist_stocks中不在holding_strategies的自选股
+        import sqlite3 as _sq3
+        _wl_db = _sq3.connect('/home/hmo/MoFin/data/mofin.db')
+        _wl_db.row_factory = _sq3.Row
+        _wl_rows = _wl_db.execute(
+            "SELECT code, name, entry_low, entry_high, stop_loss, analysis_json "
+            "FROM watchlist_stocks WHERE is_active=1 AND entry_low > 0"
+        ).fetchall()
+        _wl_db.close()
+        for _w in _wl_rows:
+            _c = str(_w["code"])
+            if _c in code_data:
+                continue
+            _aj = json.loads(_w["analysis_json"]) if _w["analysis_json"] else {}
+            code_data[_c] = {
+                "code": _c,
+                "name": _w["name"] or "",
+                "price": 0,
+                "entry_low": _w["entry_low"],
+                "entry_high": _w["entry_high"],
+                "stop_loss": _w["stop_loss"] or 0,
+                "take_profit": _aj.get("take_profit", 0),
+                "rr_ratio": _aj.get("rr", 0),
+                "tech_snapshot": _aj.get("tech_snapshot", ""),
+                "timing_signal": _aj.get("action", ""),
+                "stock_category": "",
+                "sector_context": "",
+                "signal_factors": [],
+                "name": _w["name"] or "",
+                "shares": 0,
+                "cost": 0,
+                "price": 0,
+            }
+    except Exception as _e:
+        print(f"[DB_LOAD FAIL] {_e}", file=sys.stderr)
 
     cash = load_cash()
     stocks = []
@@ -369,6 +398,15 @@ def main():
             stale_list.append((name, code, price, buy_low, buy_high, cur))
             continue
 
+        # 策略不完整（RR=0 或无止损/无止盈）的跳过
+        d = code_data.get(code, {})
+        rr = d.get("rr_ratio", 0) or 0
+        sl = d.get("stop_loss", 0) or 0
+        tp = d.get("take_profit", 0) or 0
+        if rr <= 0 or sl <= 0 or tp <= 0:
+            stale_list.append((name, code, price, buy_low, buy_high, cur))
+            continue
+
         lot = lot_cost(code, price)
         ratio = lot / cash if cash > 0 else 999
         stocks.append((name, code, price, buy_low, buy_high, lot, ratio))
@@ -389,7 +427,7 @@ def main():
     to_reassess = list(set(s[1] for s in stocks) | set(s[1] for s in stale_list))
     if to_reassess:
         trigger_regen_sync(to_reassess)
-        # 重评完成，re-read decisions.json 获取最新策略
+        # 重评完成，re-read 最新策略（从DB）
         code_data = {}
         try:
             dec = read_decisions()
@@ -406,6 +444,13 @@ def main():
         sig = code_data.get(code, {}).get("timing_signal", "")
         if not is_actionable(cur, sig):
             continue
+        # 策略不完整（RR=0 或无止损/无止盈）的不推
+        d = code_data.get(code, {})
+        rr = d.get("rr_ratio", 0) or 0
+        sl = d.get("stop_loss", 0) or 0
+        tp = d.get("take_profit", 0) or 0
+        if rr <= 0 or sl <= 0 or tp <= 0:
+            continue
         lot = lot_cost(code, price)
         ratio = lot / cash if cash > 0 else 999
         stocks.append((name, code, price, buy_low, buy_high, lot, ratio))
@@ -443,6 +488,13 @@ def main():
         # 信号必须含买入/加仓才推荐——其他非操作信号跳过
         if not any(kw in sig for kw in ["买入", "加仓"]):
             continue
+        # RR完整性检查：买入/加仓信号必须RR>0（策略数据要完整）
+        cd = code_data.get(s[1], {})
+        rr = cd.get("rr_ratio", 0) or 0
+        tp = cd.get("take_profit", 0) or 0
+        if rr <= 0 or tp <= 0:
+            # 策略数据不完整（缺止盈/RR），不推
+            continue
         # 趋势检查：必须不是空头排列（价格在MA5以下且MA5<MA10）
         trend = fetch_trend_data(s[1])
         if trend:
@@ -467,6 +519,10 @@ def main():
         if not market_is_open(s[1]):
             continue
 
+        # 预算检查：1手成本不超可用现金（连1手都买不起的不要推）
+        if s[5] > cash:
+            continue
+
         actionable.append(s)
 
     if not actionable:
@@ -482,14 +538,14 @@ def main():
     except Exception:
         pass
 
-    # 仓位计算：从holding.xls导入的portfolio.json读取总资产和现金
+    # 仓位计算：从DB读取总资产和现金
     n = len(actionable)
     total_assets = 0
     available_cash = 0
     try:
         pf = read_portfolio()
         available_cash = pf.get("cash_available", pf.get("cash", 0)) or 0
-        # 直接取 portfolio.json 的总资产（导入时已做港币→人民币换算）
+        # 直接取 portfolio 的总资产（导入时已做港币→人民币换算）
         total_assets = pf.get("total_assets", 0) or 0
         if total_assets <= 0:
             # fallback: use unified calc_total_assets from mo_models