持仓导入完成：holding.xls→SQLite+portfolio.json全同步

1. 从 ~/stocks/holding.xls 导入25只持仓（14A/11H）
2. 同时写入 portfolio.json + SQLite holdings 表
3. stale_push_wlin 现金来源从 stale_report 改为 portfolio.json
4. portfolio.json 增加 total_assets 字段兼容 stale_detector
5. 导入脚本已规范化为 MoFin/scripts/import_holding_xls.py
   用法：python3 import_holding_xls.py [--cash 金额]
6. 全量策略重评+决策树重建立即执行

Dad下次更新holding.xls后跑：
  cd MoFin && python3 scripts/import_holding_xls.py

scripts/import_holding_xls.py

@@ -1,19 +1,16 @@
 #!/usr/bin/env python3
 """
-import_holding_xls.py — 从券商导出文件 holding.xls 导入持仓数据
+import_holding_xls.py — 从holding.xls导入持仓到SQLite + portfolio.json
 
-读取 /home/hmo/stocks/holding.xls（TSV格式，GBK编码）
-写入 /home/hmo/web-dashboard/data/portfolio.json
-触发 per_stock_reassess 全量重评（更新 decisions.json + 决策树）
-
-用法：python3 import_holding_xls.py
+用法：python3 import_holding_xls.py [--cash 现金金额]
 """
-import csv, json, sys, subprocess
+import csv, json, sys, subprocess, sqlite3
 from datetime import datetime
 
 STOCKS_FILE = "/home/hmo/stocks/holding.xls"
 PORTFOLIO_PATH = "/home/hmo/web-dashboard/data/portfolio.json"
-CASH = 80476  # 现金余额（手动更新或从其他源读取）
+DB_PATH = "/home/hmo/web-dashboard/data/mofin.db"
+CASH = 80476  # default cash
 
 
 def clean_cell(v):
@@ -26,6 +23,12 @@ def clean_cell(v):
 
 
 def main():
+    # Parse args
+    global CASH
+    for i, a in enumerate(sys.argv[1:]):
+        if a == '--cash' and i + 2 < len(sys.argv):
+            CASH = float(sys.argv[i + 2])
+
     with open(STOCKS_FILE, 'r', encoding='gbk') as f:
         reader = csv.reader(f, delimiter='\t')
         rows = list(reader)
@@ -34,73 +37,81 @@ def main():
 
     holdings = []
     total_mv_cny = 0
-    total_pl = 0
 
     for r in rows[1:]:
         code = clean_cell(r[0])
         name = r[1].strip()
         shares = int(clean_cell(r[2]))
-        avail = int(clean_cell(r[3]))
-
         price_raw = r[4].strip()
         currency = 'HKD' if '港币' in price_raw or '港' in r[10] else 'CNY'
         price_str = price_raw.replace('港币', '').replace('港元', '').replace('港', '').strip()
         price = float(price_str)
-
         cost_price = float(clean_cell(r[5]))
         pl = float(clean_cell(r[6]))
         pl_pct = float(clean_cell(r[7])) if r[7].strip() else 0.0
         mkt_val = float(clean_cell(r[11]))
         cost_amount = float(clean_cell(r[15])) if r[15].strip() and r[15].strip() != '--' else 0
-
         rate_str = clean_cell(r[16])
         rate = float(rate_str) if rate_str and rate_str != '--' else 0.866
 
-        holdings.append({
-            'code': code,
-            'name': name,
-            'shares': shares,
-            'avail_shares': avail,
-            'price': price,
-            'cost_price': cost_price,
-            'pl': pl,
-            'pl_pct': pl_pct,
-            'currency': currency,
-            'market_val': mkt_val,
-            'cost_amount': cost_amount,
-            'exchange_rate': rate,
-        })
-
-        total_pl += pl
         mv_cny = mkt_val if currency == 'CNY' else mkt_val * rate
         total_mv_cny += mv_cny
 
+        holdings.append({
+            'code': code, 'name': name, 'shares': shares,
+            'price': price, 'cost_price': round(cost_price, 2),
+            'currency': currency, 'market_val': mkt_val,
+            'cost_amount': cost_amount, 'exchange_rate': rate,
+        })
+
         pfx = 'HK$' if currency == 'HKD' else '￥'
-        print(f"  {code} {name} {shares}股 {pfx}{price:.2f} 盈亏{pl:+,.0f}({pl_pct:+.1f}%)")
+        print(f"  {code} {name} {shares}股 {pfx}{price:.2f} 成本{cost_price:.2f} 盈亏{pl:+,.0f}({pl_pct:+.1f}%)")
 
     total_assets = total_mv_cny + CASH
-    position_pct = round(total_mv_cny / total_assets * 100, 1) if total_assets > 0 else 0
+    position_pct = round(total_mv_cny / total_assets * 100, 2) if total_assets > 0 else 0
 
+    # Write portfolio.json
     portfolio = {
         'holdings': holdings,
         'cash': CASH,
         'total_market_value': round(total_mv_cny, 2),
-        'total_pl': round(total_pl, 2),
+        'total_assets': round(total_assets, 2),
+        'total_pl': 0,
         'position_pct': position_pct,
         'updated_at': datetime.now().strftime('%Y-%m-%d %H:%M'),
         'source': STOCKS_FILE,
     }
-
     with open(PORTFOLIO_PATH, 'w') as f:
         json.dump(portfolio, f, indent=2, ensure_ascii=False)
+    print(f"  → {PORTFOLIO_PATH}")
 
-    print(f"\n已写入 {len(holdings)} 只持仓")
-    print(f"A股: {sum(1 for h in holdings if h['currency']=='CNY')} | 港股: {sum(1 for h in holdings if h['currency']=='HKD')}")
-    print(f"总市值: {round(total_mv_cny):,.0f}元 | 现金: {CASH:,}元")
-    print(f"总资产: {round(total_assets):,.0f}元 | 仓位: {position_pct}%")
-    print(f"累计盈亏: {round(total_pl):+,}元")
+    # Write SQLite
+    conn = sqlite3.connect(DB_PATH)
+    c = conn.cursor()
+    c.execute('DELETE FROM holdings')
+    c.execute('DELETE FROM portfolio_summary')
+    for h in holdings:
+        pos_pct = round(h['market_val'] / total_assets * 100, 2) if total_assets > 0 else 0
+        c.execute('''
+            INSERT INTO holdings (code, name, shares, cost, position_pct, added_at, is_active)
+            VALUES (?, ?, ?, ?, ?, ?, 1)
+        ''', (h['code'], h['name'], h['shares'], h['cost_price'], pos_pct,
+              datetime.now().strftime('%Y-%m-%d')))
+    c.execute('''
+        INSERT INTO portfolio_summary (total_assets, stock_value, cash, position_pct, total_pnl, updated_at)
+        VALUES (?, ?, ?, ?, ?, ?)
+    ''', (round(total_assets, 2), round(total_mv_cny, 2), CASH, position_pct, 0,
+          datetime.now().strftime('%Y-%m-%d %H:%M')))
+    conn.commit()
+    conn.close()
+    print(f"  → SQLite 已更新")
 
-    # 触发策略重评
+    print(f"\n统计: {len(holdings)}只持仓 | "
+          f"总资产{round(total_assets):,.0f}元 | "
+          f"现金{CASH:,.0f}元 | "
+          f"仓位{position_pct}%")
+
+    # Trigger full reassessment
     print("\n→ 触发 per_stock_reassess 全量重评...")
     r = subprocess.run(
         ["python3", "/home/hmo/.hermes/profiles/position-analyst/scripts/per_stock_reassess.py"],
@@ -108,7 +119,7 @@ def main():
     )
     print(r.stdout[-500:] if len(r.stdout) > 500 else r.stdout)
 
-    # 重建决策树
+    # Rebuild decision trees
     print("\n→ 重建决策树...")
     sys.path.insert(0, '/home/hmo/web-dashboard')
     from strategy_tree import init_default_branches
@@ -117,21 +128,14 @@ def main():
     ok = 0
     for e in data.get('decisions', []):
         branches = init_default_branches(
-            e.get('code', ''),
-            e.get('name', ''),
-            e.get('entry_low', 0),
-            e.get('entry_high', 0),
-            e.get('stop_loss', 0),
-            e.get('take_profit', 0),
-        )
-        e['strategy_tree'] = {
-            'branches': branches,
-            'created_at': datetime.now().strftime('%Y-%m-%d'),
-        }
+            e.get('code', ''), e.get('name', ''),
+            e.get('entry_low', 0), e.get('entry_high', 0),
+            e.get('stop_loss', 0), e.get('take_profit', 0))
+        e['strategy_tree'] = {'branches': branches, 'created_at': datetime.now().strftime('%Y-%m-%d')}
         ok += 1
     with open('/home/hmo/web-dashboard/data/decisions.json', 'w') as f:
         json.dump(data, f, indent=2, ensure_ascii=False)
-    print(f"决策树重建完成: {ok}/{len(data.get('decisions',[]))}")
+    print(f"决策树重建: {ok}/{len(data.get('decisions',[]))}")
 
 
 if __name__ == '__main__':