feat: 代码级策略新鲜度强制检查 — mofin_collect.py步骤0, 推荐前先检策略是否最新, 过期自动创TODO

scripts/mofin_collect.py

@@ -2,13 +2,14 @@
 """mofin_collect.py — MoFin 数据采集链
 
 每轮盯盘 cron 前运行，顺序执行：
+  0. 策略新鲜度强制检查（代码级约束：推荐前必须先检查策略是否最新）
   1. market_watch — 拉90个行业板块数据（9:30前跳过，市场未开）
   2. trend_detector — 检测17种信号（依赖板块数据，同跳）
   3. mofin_news — 搜新闻+小果分析
   4. stock_quote — 所有持仓最新行情（CRITICAL: LLM唯一价格源）
 """
 
-import subprocess, sys, time
+import subprocess, sys, time, json
 from pathlib import Path
 from datetime import datetime
 
@@ -17,6 +18,80 @@ BASE = Path(__file__).parent.parent if "hermes" in str(Path(__file__).resolve())
 now = datetime.now()
 market_open = (now.hour >= 9 and now.minute >= 30) or now.hour >= 10
 
+# ── 步骤0: 策略新鲜度强制检查（代码级约束）──
+# 在LLM看到任何数据前，先确保所有持仓策略是新鲜的
+# 策略过期(>4h未更新) → 创建TODO触发重评 + 注入STALE标记到LLM context
+# LLM看到STALE标记：禁止对该股给出任何操作建议
+print("--- strategy_freshness_check ---", flush=True)
+try:
+    sys.path.insert(0, str(BASE))
+    from mofin_db import get_conn
+    conn = get_conn()
+    cur = conn.cursor()
+    # 读所有活跃持仓及其最新策略更新时间
+    rows = cur.execute("""
+        SELECT h.code, h.name, h.price, h.position_pct,
+               hs.stop_loss, hs.take_profit, hs.entry_low, hs.entry_high,
+               hs.created_at, hs.action
+        FROM holdings h
+        LEFT JOIN (
+            SELECT code, stop_loss, take_profit, entry_low, entry_high,
+                   created_at, action,
+                   ROW_NUMBER() OVER (PARTITION BY code ORDER BY id DESC) AS rn
+            FROM holding_strategies
+        ) hs ON h.code = hs.code AND hs.rn = 1
+        WHERE h.is_active = 1
+        ORDER BY h.code
+    """).fetchall()
+    
+    stale_count = 0
+    fresh_count = 0
+    no_strategy_count = 0
+    
+    for r in rows:
+        code = r["code"]
+        name = r["name"]
+        last_update = r["created_at"]
+        has_strategy = last_update is not None
+        
+        if has_strategy:
+            try:
+                last_dt = datetime.fromisoformat(last_update)
+                hours_stale = (now - last_dt).total_seconds() / 3600
+            except:
+                hours_stale = 999
+            
+            if hours_stale > 4:
+                # 策略过期→创建TODO触发重评
+                stale_count += 1
+                todo_sql = """
+                    INSERT OR IGNORE INTO todos 
+                    (title, code, fix_action, source, priority, status, created_at)
+                    VALUES (?, ?, 'reassess_strategy', 'freshness_check', 'high', 'pending', ?)
+                """
+                cur.execute(todo_sql, (
+                    f"策略过期需重评: {code} {name} ({hours_stale:.0f}h未更新)",
+                    code,
+                    now.isoformat()
+                ))
+                print(f"  ⚠️ STALE {code} {name}: {hours_stale:.0f}h未更新 → 已创建重评TODO", flush=True)
+            else:
+                fresh_count += 1
+                print(f"  ✅ FRESH {code} {name}: {hours_stale:.1f}h前更新", flush=True)
+        else:
+            no_strategy_count += 1
+            print(f"  ❌ NO_STRATEGY {code} {name}: 无策略记录", flush=True)
+    
+    conn.commit()
+    conn.close()
+    
+    total = len(rows)
+    print(f"策略检查完成: {total}只持仓, {fresh_count}新鲜, {stale_count}过期(已创TODO), {no_strategy_count}无策略", flush=True)
+    if stale_count > 0 or no_strategy_count > 0:
+        print(f"⚠️ LLM注意: 有{stale_count + no_strategy_count}只持仓策略不是最新状态, 禁止对这些股给出操作建议", flush=True)
+except Exception as e:
+    print(f"WARN: strategy_freshness_check跳过 ({e})", flush=True)
+
 # 步骤1-3: 行业/新闻数据
 SCRIPTS = []
 if market_open: