feat(analysis): systematic daily 12-dim LLM analysis for holdings+watchlist

Gap (reported by user via zhiwei): premarket full review updated technical
params but full_analysis (12-dim LLM matrix) was empty for new holdings
and stale for old ones — batch_reassess existed but was never wired into
the daily pipeline and only covered watchlist.

System fix:
- premarket_full_review.py: new Step 1.5 runs batch_reassess --type
  holding --today every trading day 08:10 (force-refresh today's analysis,
  timeout 3600s, result in summary.json)
- batch_reassess.py:
  - coverage: --type holding|watchlist|all (was watchlist-only)
  - staleness: analysis >20h stale gets refreshed (was: skip if any
    analysis exists = forever stale)
  - --today flag: force re-analyze if not reassessed since 04:00 today
  - cash/total read live from portfolio_summary (was hardcoded 321271/
    952879 from weeks ago)
  - HK stock prefix fix (5-digit codes -> hk, was sending sz00700)
- watchlist_12d_backfill.py: wrapper for hermes cron (no args support)
- cron job '批量补全九维分析-一次性' -> '自选12维分析补全-每日午间'
  (daily 12:30 weekdays, covers 109 watchlist stocks missing analysis)

Verified: 300308 got 1920-char 12-dim analysis written to DB at 08:41,
signal=观望, stop/take-profit updated.

scripts/check_backfill_job.py

@@ -0,0 +1,7 @@
+import json
+d = json.load(open('/home/hmo/.hermes/profiles/position-analyst/cron/jobs.json'))
+jobs = d if isinstance(d, list) else d.get('jobs', [])
+for j in jobs:
+    if '批量补全' in j.get('name', '') or '九维' in j.get('name', ''):
+        print(json.dumps({k: j.get(k) for k in ('name', 'script', 'no_agent', 'prompt', 'schedule', 'enabled')},
+                         ensure_ascii=False, indent=2))

scripts/check_db_state.py

@@ -0,0 +1,25 @@
+import sqlite3
+conn = sqlite3.connect('/home/hmo/MoFin/data/mofin.db')
+print('=== portfolio_summary schema ===')
+for r in conn.execute("SELECT sql FROM sqlite_master WHERE name='portfolio_summary'"):
+    print(r[0])
+print()
+print('=== latest row ===')
+cur = conn.execute('SELECT * FROM portfolio_summary ORDER BY id DESC LIMIT 1')
+cols = [d[0] for d in cur.description]
+row = cur.fetchone()
+for c, v in zip(cols, row):
+    print(f'  {c} = {v}')
+print()
+print('=== decision_type distribution ===')
+for r in conn.execute("SELECT decision_type, COUNT(*) FROM holding_strategies WHERE status='active' GROUP BY decision_type"):
+    print(f'  {r[0]}: {r[1]}')
+print()
+print('=== full_analysis staleness ===')
+for r in conn.execute("""
+    SELECT decision_type,
+           SUM(CASE WHEN full_analysis IS NULL OR LENGTH(full_analysis)<500 THEN 1 ELSE 0 END) as missing,
+           SUM(CASE WHEN LENGTH(full_analysis)>=500 THEN 1 ELSE 0 END) as has_fa,
+           COUNT(*) as total
+    FROM holding_strategies WHERE status='active' GROUP BY decision_type"""):
+    print(f'  {r[0]}: missing={r[1]} has={r[2]} total={r[3]}')

scripts/sc3.py

@@ -0,0 +1,9 @@
+import ast, sys
+for p in ['/home/hmo/MoFin/deploy/profile-scripts/batch_reassess.py',
+          '/home/hmo/MoFin/deploy/profile-scripts/premarket_full_review.py']:
+    try:
+        ast.parse(open(p).read())
+        print('OK:', p)
+    except SyntaxError as e:
+        print('SYNTAX ERROR:', p, e)
+        sys.exit(1)

scripts/update_backfill_cron.py

@@ -0,0 +1,27 @@
+import json, shutil
+from datetime import datetime
+
+jf = '/home/hmo/.hermes/profiles/position-analyst/cron/jobs.json'
+shutil.copy(jf, jf + '.bak-20260720')
+
+d = json.load(open(jf))
+jobs = d if isinstance(d, list) else d.get('jobs', [])
+for j in jobs:
+    if j.get('name') == '批量补全九维分析-一次性':
+        j['name'] = '自选12维分析补全-每日午间'
+        j['script'] = 'watchlist_12d_backfill.py'
+        j['schedule'] = {"kind": "cron", "expr": "30 12 * * 1-5", "display": "30 12 * * 1-5"}
+        j['schedule_display'] = "30 12 * * 1-5"
+        j['next_run_at'] = "2026-07-20T12:30:00+08:00"
+        j['state'] = 'scheduled'
+        print('updated job:', j['name'], '| script:', j['script'], '| schedule:', j['schedule_display'])
+        break
+else:
+    print('job not found!')
+
+if isinstance(d, list):
+    json.dump(jobs, open(jf, 'w'), ensure_ascii=False, indent=2)
+else:
+    d['jobs'] = jobs
+    json.dump(d, open(jf, 'w'), ensure_ascii=False, indent=2)
+print('saved')

scripts/verify_300308.py

@@ -0,0 +1,7 @@
+import sqlite3
+conn = sqlite3.connect('/home/hmo/MoFin/data/mofin.db')
+r = conn.execute("SELECT code, LENGTH(full_analysis), reassessed_at, timing_signal, stop_loss, take_profit FROM holding_strategies WHERE code='300308'").fetchone()
+print(r)
+# also show first 300 chars of the analysis
+r2 = conn.execute("SELECT substr(full_analysis, 1, 400) FROM holding_strategies WHERE code='300308'").fetchone()
+print(r2[0] if r2 else 'none')