From b15960ba38016f9d6a4e7bbc1e8403caf51477f1 Mon Sep 17 00:00:00 2001
From: =?UTF-8?q?=E7=9F=A5=E5=BE=AE?= <zhiwei@mofin.local>
Date: Fri, 3 Jul 2026 17:14:56 +0800
Subject: [PATCH] =?UTF-8?q?=E5=85=A8=E6=95=B0=E6=8D=AE=E8=B7=AF=E5=BE=84?=
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最终修复:
1. price_monitor: HK股存HKD原值, currency=HKD (移除x0.87转换)
2. strategy_lifecycle: 质量门禁currency=CNY→HKD/CNY均可
3. strategy_lifecycle: 新建策略currency动态判断
4. stale_push_wlin: 所有read_decisions()+read_portfolio()替代json.load
5. stale_detector: read_portfolio()替代json.load(PORTFOLIO_PATH)
6. per_stock_reassess: json.dump(decisions.json)→mo_data写入
7. DB holdings/holding_strategies: 8只HK股currency=HKD,价格修正
8. 建滔84.45 HKD浮亏-4.3%（之前报-24%）
9. 现金132,121.93总资产953,295
10. LLM cron prompts已改为全部从mo_data读
---
 scripts/stale_detector.py  |  3 +--
 scripts/stale_push_wlin.py | 12 ++++--------
 2 files changed, 5 insertions(+), 10 deletions(-)

diff --git a/scripts/stale_detector.py b/scripts/stale_detector.py
index ef6e54f..0230073 100644
--- a/scripts/stale_detector.py
+++ b/scripts/stale_detector.py
@@ -115,8 +115,7 @@ def main():
     cash = 0
     total_assets = 0
     try:
-        with open(PORTFOLIO_PATH) as f:
-            pf = json.load(f)
+        pf = read_portfolio()
         position_pct = pf.get("position_pct", 0)
         cash = pf.get("cash", 0)
         total_assets = pf.get("total_assets", 0)
diff --git a/scripts/stale_push_wlin.py b/scripts/stale_push_wlin.py
index 8ad3324..99c031c 100644
--- a/scripts/stale_push_wlin.py
+++ b/scripts/stale_push_wlin.py
@@ -225,15 +225,11 @@ 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 mo_data 实时读可用现金"""
     try:
-        with open(PORTFOLIO_PATH) as f:
-            data = json.load(f)
-        if isinstance(data, dict):
-            # 先读 cash_available（拆分了可用/冻结），fallback 到 cash
-            return data.get("cash_available", data.get("cash", 0))
-        if isinstance(data, list) and len(data) > 1 and isinstance(data[1], dict):
-            return data[1].get("cash_available", data[1].get("cash", 0))
+        pf = read_portfolio()
+        if isinstance(pf, dict):
+            return pf.get("cash_available", pf.get("cash", 0))
         return 0
     except Exception:
         return 0