fix: ALTER TABLE migrations must run before CREATE TABLE + currency validation in write_holdings_batch

mofin_db.py

@@ -370,6 +370,32 @@ def init_all_tables(conn: sqlite3.Connection):
         conn.execute("ALTER TABLE signal_news ADD COLUMN source TEXT DEFAULT 'trend'")
     except sqlite3.OperationalError:
         pass
+    
+    # ── 币种约束迁移（2026-06-30）────────────────────────────────
+    _currency_migrations = [
+        ("holdings", ["price REAL", "market_value REAL", "change_pct REAL",
+                      "currency TEXT NOT NULL DEFAULT 'CNY'"]),
+        ("holding_strategies", ["name TEXT", "price REAL", "cost REAL", "shares INTEGER DEFAULT 0",
+                                "currency TEXT NOT NULL DEFAULT 'CNY'",
+                                "action TEXT", "timing_signal TEXT", "rr_ratio REAL",
+                                "tech_snapshot TEXT", "stock_category TEXT",
+                                "sector_context TEXT", "status TEXT DEFAULT 'active'",
+                                "trigger_json TEXT", "changelog_json TEXT",
+                                "updated_at TEXT"]),
+        ("portfolio_summary", ["total_mv REAL", "frozen_cash REAL DEFAULT 0",
+                               "currency TEXT NOT NULL DEFAULT 'CNY'"]),
+        ("watchlist_stocks", ["price REAL", "entry_low REAL", "entry_high REAL",
+                              "stop_loss REAL", "currency TEXT NOT NULL DEFAULT 'CNY'",
+                              "source TEXT", "source_detail TEXT", "notes TEXT",
+                              "added_by TEXT", "analysis_json TEXT"]),
+    ]
+    for table, columns in _currency_migrations:
+        for col_def in columns:
+            col_name = col_def.split()[0]
+            try:
+                conn.execute(f"ALTER TABLE {table} ADD COLUMN {col_def}")
+            except sqlite3.OperationalError:
+                pass  # column already exists
     conn.commit()
 
 
@@ -875,6 +901,9 @@ def write_holdings_batch(conn, holdings: list[dict]) -> tuple[bool, str]:
     """批量写入持仓（替代 portfolio.json holdings[]）"""
     try:
         for h in holdings:
+            currency = str(h.get('currency', 'CNY')).upper()
+            if currency not in ('CNY', 'HKD'):
+                return False, f"非法币种: {currency}（必须 CNY 或 HKD）"
             conn.execute("""
                 INSERT INTO holdings (code, name, shares, cost, price, market_value,
                     change_pct, currency, position_pct, added_at, is_active)