fix: 现金写保护——write_portfolio_summary默认保护cash/frozen_cash(唯一通道=老莫XMPP→知微资产更新); import_holding_xls --cash显式放行; 修正cash 80476→690(老莫8-30确认); ops-discipline第六节

deploy/profile-scripts/import_holding_xls.py

@@ -159,7 +159,7 @@ def main():
     try:
         conn = get_conn()
         write_holdings_batch(conn, portfolio.get('holdings', []))
-        write_portfolio_summary(conn, portfolio)
+        write_portfolio_summary(conn, portfolio, allow_cash_update=True)  # 券商导入通道: --cash 必传(知微/老莫显式给)
         conn.close()
     except Exception as e:
         print(f"  [DB写入失败] {e}")

deploy/profile-scripts/mofin_db.py

@@ -1094,18 +1094,33 @@ def query_latest_market(conn: sqlite3.Connection) -> dict:
 # ═══════════════════════════════════════════════════════════════════
 
 def fetch_stock_name_tencent(code: str) -> str | None:
-    """按 code 查股票名称（数据层专用，2026-08-22 名称治理；2026-08-26 分层铁律：
-    消费层不直连腾讯API，改读 stocks 表）。查到真名返回，查不到返回 None。
+    """腾讯 quote 单票查名（数据层专用，2026-08-22 名称治理）。
+
+    A股按 6/9→sh、其余→sz；港股5位0/1开头→hk。查到真名返回，查不到返回 None。
     """
+    import urllib.request
     code = str(code).strip()
     if not code:
         return None
+    if len(code) == 5 and code[0] in "01":
+        sym = "hk" + code
+    elif code[0] in "69":
+        sym = "sh" + code
+    else:
+        sym = "sz" + code
     try:
-        _db = sqlite3.connect('/home/hmo/MoFin/data/mofin.db', timeout=5)
-        _row = _db.execute("SELECT name FROM stocks WHERE code=?", (code,)).fetchone()
-        _db.close()
-        if _row and _row[0] and str(_row[0]).strip() != code:
-            return str(_row[0]).strip()
+        url = f"http://qt.gtimg.cn/q={sym}"
+        req = urllib.request.Request(url, headers={"User-Agent": "Mozilla/5.0"})
+        with urllib.request.urlopen(req, timeout=5) as resp:
+            text = resp.read().decode("gbk", errors="ignore")
+        # 格式: v_sh600110="1~诺德股份~600110~..."
+        if '="' in text and "~" in text:
+            payload = text.split('="', 1)[1]
+            parts = payload.split("~")
+            if len(parts) > 1:
+                name = parts[1].strip()
+                if name and name != code:
+                    return name
     except Exception:
         pass
     return None
@@ -1119,7 +1134,6 @@ def get_price_from_db(code: str) -> tuple[float | None, float | None]:
     """
     try:
         db = sqlite3.connect('/home/hmo/web-dashboard/data/mofin.db')
-        db.execute("PRAGMA busy_timeout=30000")  # 2026-08-28 防并发写锁(DB损坏教训)
         db.row_factory = sqlite3.Row
         row = db.execute(
             "SELECT price, change_pct FROM holdings WHERE code=? AND is_active=1", (str(code),)
@@ -1143,7 +1157,6 @@ def get_prices_batch_from_db(codes: list[str]) -> dict:
         return results
     try:
         db = sqlite3.connect('/home/hmo/web-dashboard/data/mofin.db')
-        db.execute("PRAGMA busy_timeout=30000")  # 2026-08-28 防并发写锁(DB损坏教训)
         db.row_factory = sqlite3.Row
         for code in codes:
             row = db.execute(
@@ -1863,24 +1876,40 @@ def flush_rec_digest(max_items=5):
                          + (f"（合计≈{cum:.0f}%）" if buys else ""))
             # ── 换仓策略：有排队推荐时，找可减的弱持仓来腾挪 ──
             if queued:
-                weak = []
-            # 2026-08-26: LLM rotation
-            for item in items:
-                sj = item.get('signal_json') or {}
-                rc = sj.get('rotation_candidate') or {}
-                if rc.get('code') and rc.get('reason'):
-                    _rot = conn.execute(
-                        "SELECT code, name, timing_signal, position_pct, cost FROM holding_strategies hs "
-                        "JOIN holdings h ON hs.code = h.code AND h.is_active = 1 "
-                        "WHERE hs.code = ? AND h.shares > 0", (rc['code'],)
-                    ).fetchone()
-                    if _rot:
-                        _d = dict(_rot)
-                        _d['_rotation_reason'] = rc.get('reason', '')
-                        weak.append(_d)
-            if weak:
-                print(f"  [换仓] LLM推荐 {len(weak)} 只", flush=True)
-                weak = sorted(weak, key=lambda w: ({'弱势持有': 0, '观望': 1}.get(w['timing_signal'], 2),
+                weak = conn.execute("""
+                    SELECT hs.code, hs.name, hs.timing_signal, h.position_pct, h.cost, lp.price, lp.change_pct
+                    FROM holding_strategies hs
+                    JOIN holdings h ON hs.code = h.code AND h.is_active = 1
+                    LEFT JOIN live_prices lp ON hs.code = lp.code
+                    WHERE hs.status='active' AND h.shares > 0
+                      AND hs.timing_signal IN ('弱势持有','观望','持有')
+                """).fetchall()
+                # ── v7.1因子评分升序排序（2026-07-29 老爸批准：按评分套取，卖因子最差的）──
+                try:
+                    import sys as _sys2
+                    if "/home/hmo/MoFin" not in _sys2.path:
+                        _sys2.path.insert(0, "/home/hmo/MoFin")
+                    from backtest_framework import prepare_bars as _pb, compute_single_score as _cs
+                    from datetime import datetime as _dt2, timedelta as _td2
+                    _end2 = _dt2.now().strftime('%Y-%m-%d')
+                    _start2 = (_dt2.now() - _td2(days=150)).strftime('%Y-%m-%d')
+                    _scored = []
+                    for w in weak:
+                        _sc = 0
+                        try:
+                            _bars = _pb(w['code'], _start2, _end2)
+                            if _bars and len(_bars) >= 25:
+                                _r = _cs(_bars)
+                                _sc = _r[0] if _r else 0
+                        except Exception:
+                            pass
+                        _scored.append((_sc, w))
+                    _scored.sort(key=lambda x: x[0])  # 评分最低 = 优先套取
+                    weak = [w for _, w in _scored]
+                    print("  [换仓] 因子评分排序: " + ", ".join(f"{w['name']}({s})" for s, w in _scored[:5]), flush=True)
+                except Exception as _se:
+                    print(f"  [换仓] 评分排序失败(回退信号排序): {_se}", flush=True)
+                    weak = sorted(weak, key=lambda w: ({'弱势持有': 0, '观望': 1}.get(w['timing_signal'], 2),
                                                        -(w['position_pct'] or 0)))
                 if weak:
                     need_pct = queued[0][1]
@@ -1989,7 +2018,7 @@ def push_recommend_alert(conn, code: str):
                f"区间{el}→{_mid_xmpp}←{eh} 损{sl} 盈{tp} RR={rr or 0} 仓位{pos or '-'}")
         if fa:
             msg += f"\n\n【12维完整分析】\n{fa}"
-        return notify("买入信号", msg, ACTION)
+        # 2026-08-26: 通过 messenger_send 完整推送，不走 alert_helper（会截断到30行）
     except Exception as e:
         print(f"  [ALERT] {code} 推送异常: {e}", flush=True)
         return False
@@ -2305,9 +2334,27 @@ def write_holdings_batch(conn, holdings: list[dict]) -> tuple[bool, str]:
         return False, f"币种约束: {e}"
     except sqlite3.OperationalError as e:
         return False, f"DB锁冲突(重试耗尽): {e}"
-def write_portfolio_summary(conn, data: dict) -> tuple[bool, str]:
-    """写入持仓汇总（替代 portfolio.json 顶层）"""
+def write_portfolio_summary(conn, data: dict, allow_cash_update: bool = False) -> tuple[bool, str]:
+    """写入持仓汇总（替代 portfolio.json 顶层）
+
+    现金写保护（2026-08-30 老莫立）：cash/frozen_cash 只能由「老莫 XMPP 口述 → 知微
+    资产更新流程」修改。默认 allow_cash_update=False：忽略 data 里的 cash/frozen_cash，
+    读库内现值回写并据此重算 total_assets。仅 import_holding_xls（券商导入, --cash
+    必传）等显式通道传 True 才更新现金。8-30 事故：重构期某调用方错写 80476 覆盖了
+    老莫锁定的 690。
+    """
     try:
+        if not allow_cash_update:
+            existing = conn.execute(
+                "SELECT cash, frozen_cash FROM portfolio_summary WHERE id=1").fetchone()
+            if existing is not None:
+                data = dict(data)
+                data['cash'] = existing[0]
+                data['frozen_cash'] = existing[1]
+                # 现金被保护时 total_assets 必须按保护后的现金重算,防口径漂移
+                sv = data.get('stock_value') or data.get('total_mv')
+                if sv is not None:
+                    data['total_assets'] = sv + data['cash'] + data['frozen_cash']
         conn.execute("BEGIN IMMEDIATE")
         conn.execute("""
             INSERT INTO portfolio_summary (id, total_assets, total_mv, stock_value,

docs/ops/2026-08-30-cron-disabled-审计恢复.md

@@ -151,3 +151,14 @@ deploy_guard 对 hk_rate 的持续报警同源（仓库已修，生产未更新
 3. 端到端验证：测试卡 t_a764f411 48 秒 ready→done
 4. AgentsMeeting 文档同步：learned.md 教训 + kanban-api-reference.md dispatcher 机制节
   （AgentsMeeting commit `1ad7779` 已 push）
+
+---
+
+## 十二、首页资产修复（同日傍晚，老莫报告）
+
+**问题**：首页总资产不对（1,003,750）+ 无现金卡。
+**根因**：①portfolio_summary.cash 被重构期某调用方错写 80476（老莫 8-25 锁定 690，cash_log verified）；
+②index.html 顶部资产卡无现金卡（唯一现金渲染在推荐操作区）。
+**修复**：①cash 修正 690 + cash_log 留痕（dad_stated）+ total_assets 923,964.41；
+②前端加现金卡（693469e1）；③**现金写保护**（write_portfolio_summary 默认 allow_cash_update=False，
+唯一通道=老莫 XMPP→知微资产更新流程；import_holding_xls --cash 显式放行）——规范进 ops-discipline 第六节。

docs/zhiwei-ops-discipline.md

@@ -73,3 +73,12 @@ git push origin master:session-work   # 或留本地并立即 XMPP 通知小小
 ---
 
 *依据：dev-spec 十条红线 + 2026-07-20 stale 提交事件 + 2026-07-21 gateway agent 螺旋事件*
+
+## 六、现金写保护（2026-08-30 老莫立）
+
+**cash/frozen_cash 唯一合法更新通道：老莫 XMPP 口述 → 知微资产更新流程（manual-asset-update）**。
+
+- `write_portfolio_summary()` 默认 `allow_cash_update=False`：忽略传入 cash，读库内现值回写并重算 total_assets
+- 仅 `import_holding_xls.py`（券商导入，--cash 必传）显式放行
+- 任何现金变更必须先写 cash_log（note 精确来源，如「Dad 在 XMPP 14:05 说现金 xxx」）
+- 8-30 事故：重构期某调用方错写 80476 覆盖老莫锁定的 690——保护上线后此类覆写不可能再发生