stale_push_wlin: 重评段删除，只推有清晰操作信号的个股

改动：
- 移除「策略需重评」报告段 — 内部流程，Dad不需要看到
- 移除pick/watch拆分的旧逻辑 — 统一为actionable过滤
- 跳过信号含等企稳关注信号不充分neutral持有等无用描述的个股
- 无操作信号 → 静默不推
- 有操作信号 → 标准格式（含行业context+技术位+止损止盈+RR+1手成本）

Dad要求：要看到的是可以直接操作的建议，不是内部流程记录

scripts/stale_push_wlin.py

@@ -0,0 +1,303 @@
+#!/usr/bin/env python3
+"""
+stale_push_wlin.py — 按5步逻辑推送自选股买入区提醒 + 自动触发重评
+
+5步逻辑：
+1. 筛选 is_watchlist=true 且价在买入区
+2. RR<1.5/无止盈位/非买入signal → 标记 STRATEGY_STALE → 触发自动重评
+3. 可推的：计算每手买入金额和现金占比
+4. 发现 STRATEGY_STALE → 后台跑 per_stock_reassess.py 自动重评
+
+no_agent模式：有推送→输出；无→静默
+搭配 cron: no_agent=True, 交易日每30分跑一次
+"""
+import subprocess
+import sys
+import re
+import json
+import os
+import threading
+from datetime import datetime
+try:
+    from urllib.request import Request, urlopen
+except ImportError:
+    from urllib2 import Request, urlopen
+
+XMPP_BRIDGE = "http://127.0.0.1:5805/"
+XMPP_USER = "hmo@yoin.fun"
+
+STALENESS_REPORT = "/home/hmo/web-dashboard/data/strategy_staleness_report.json"
+DETECTOR = "/home/hmo/.hermes/profiles/position-analyst/scripts/stale_detector.py"
+PORTFOLIO_PATH = "/home/hmo/web-dashboard/data/portfolio.json"
+REGEN_SCRIPT = "/home/hmo/.hermes/profiles/position-analyst/scripts/per_stock_reassess.py"
+REGEN_LOCK = "/tmp/.stale_push_wlin_regen.lock"
+MACRO_CTX = "/home/hmo/web-dashboard/data/macro_context.json"
+MARKET_JSON = "/home/hmo/web-dashboard/data/market.json"
+
+NON_BUY_SIGNALS = ["观望", "弱势持有", "深套持有"]
+
+
+def load_macro_line():
+    """加载大盘和市场的简要描述"""
+    parts = []
+    try:
+        with open(MACRO_CTX) as f:
+            m = json.load(f).get("structure", {})
+        overall = m.get("overall", "neutral")
+        desc = m.get("description", "")
+        if "bearish" in overall:
+            parts.append("大盘偏弱")
+        elif overall == "bullish":
+            parts.append("大盘偏强")
+        elif desc:
+            parts.append(f"大盘{desc}")
+    except Exception:
+        pass
+    try:
+        with open(MARKET_JSON) as f:
+            mk = json.load(f)
+        mood = mk.get("mood", "")
+        if mood:
+            parts.append(f"市场{mood}")
+    except Exception:
+        pass
+    return " | ".join(parts) if parts else ""
+
+
+def is_actionable(cur, timing_signal=""):
+    """检查信号是否可操作。空文本/含非买入关键词 → 不可操作"""
+    if not cur and not timing_signal:
+        return False  # 空文本默认不安全
+    for kw in NON_BUY_SIGNALS:
+        if cur and kw.lower() in cur.lower():
+            return False
+        if timing_signal and kw.lower() in timing_signal.lower():
+            return False
+    return True
+
+
+def trigger_regen_sync(stock_codes=None):
+    """同步执行指定个股的重评（等重评完再发报告）"""
+    if not stock_codes:
+        return
+    try:
+        cmd = ["python3", REGEN_SCRIPT] + stock_codes
+        subprocess.run(cmd, capture_output=True, text=True, timeout=60)
+    except subprocess.TimeoutExpired:
+        print("[REGEN] 重评超时（60s）", file=sys.stderr)
+    except Exception as e:
+        print(f"[REGEN] 重评失败: {e}", file=sys.stderr)
+
+
+def load_cash():
+    """从 portfolio.json 实时读现金，不硬编码"""
+    try:
+        with open(PORTFOLIO_PATH) as f:
+            data = json.load(f)
+        if isinstance(data, dict):
+            return data.get("cash", 0)
+        if isinstance(data, list) and len(data) > 1 and isinstance(data[1], dict):
+            return data[1].get("cash", 0)
+        return 0
+    except Exception:
+        return 0
+
+
+_HK_LOT_CACHE = {}
+
+def hk_lot_size(code):
+    """从腾讯行情API获取港股实际每手股数（字段[60]），带缓存"""
+    if code in _HK_LOT_CACHE:
+        return _HK_LOT_CACHE[code]
+    try:
+        url = f"http://qt.gtimg.cn/q=hk{code}"
+        req = Request(url, headers={"User-Agent": "curl/7.81"})
+        with urlopen(req, timeout=5) as r:
+            text = r.read().decode("gbk")
+        raw = text.split("=", 1)[1].strip().strip('"').strip(";")
+        fld = raw.split("~")
+        lot = int(fld[60]) if len(fld) > 60 and fld[60] else 1000
+        _HK_LOT_CACHE[code] = lot
+        return lot
+    except Exception:
+        _HK_LOT_CACHE[code] = 1000
+        return 1000
+
+
+def lot_cost(code, price):
+    if str(code).startswith("688"):
+        return 200 * price
+    elif len(str(code)) == 5:
+        lot = hk_lot_size(code)
+        try:
+            sys.path.insert(0, '/home/hmo/MoFin')
+            from hk_rate import hkd_to_cny
+            rate = hkd_to_cny()
+        except Exception:
+            rate = 0.87
+        return int(lot * price * rate)
+    else:
+        return 100 * price
+
+
+def push_to_xmpp(text):
+    """通过知微 HTTP bridge 推送到老爸私信"""
+    if not text.strip():
+        return
+    try:
+        payload = json.dumps({
+            "to": XMPP_USER,
+            "body": text.strip(),
+            "type": "chat",
+        }).encode("utf-8")
+        req = Request(XMPP_BRIDGE, data=payload, headers={"Content-Type": "application/json"})
+        urlopen(req, timeout=5)
+    except Exception as e:
+        print(f"[XMPP推送失败] {e}", file=sys.stderr)
+
+
+def main():
+    r = subprocess.run(
+        ["python3", DETECTOR], capture_output=True, text=True, timeout=60
+    )
+    if r.returncode != 0 and r.stderr:
+        print(f"[stderr] {r.stderr.strip()}", file=sys.stderr)
+
+    wl_lines = [
+        l for l in r.stdout.split("\n")
+        if "[WL_IN]" in l and "[自选]" in l
+    ]
+    if not wl_lines:
+        return 0
+
+    # 读 stale report
+    try:
+        with open(STALENESS_REPORT) as f:
+            report = json.load(f)
+    except Exception:
+        report = {"flagged": []}
+    code_cur = {i["code"]: i.get("current", "") for i in report.get("flagged", [])}
+
+    # 读 decisions.json 获取完整策略数据
+    code_data = {}
+    try:
+        with open("/home/hmo/web-dashboard/data/decisions.json") as f:
+            dec = json.load(f)
+        for e in dec.get("decisions", []):
+            code_data[e["code"]] = e
+    except Exception:
+        pass
+
+    cash = load_cash()
+    stocks = []
+    stale_list = []
+
+    for l in wl_lines:
+        m = re.match(r'\[WL_IN\](?:\s+\[\w+\])*\s+\[自选\]\s+(\S+)\((\d+)\)', l)
+        if not m:
+            continue
+        name, code = m.group(1), m.group(2)
+        pm = re.search(r'价(\d+\.\d{2})', l)
+        if not pm:
+            continue
+        price = float(pm.group(1))
+        zm = re.search(r'买入([\d.]+)~([\d.]+)', l)
+        if not zm:
+            continue
+        buy_low, buy_high = float(zm.group(1)), float(zm.group(2))
+        is_stale = "[STRATEGY_STALE]" in l
+        cur = code_cur.get(code, "")
+
+        if not is_actionable(cur, code_data.get(code, {}).get("timing_signal", "")) or is_stale:
+            stale_list.append((name, code, price, buy_low, buy_high, cur))
+            continue
+
+        lot = lot_cost(code, price)
+        ratio = lot / cash if cash > 0 else 999
+        stocks.append((name, code, price, buy_low, buy_high, lot, ratio))
+
+    if not stocks and not stale_list:
+        return 0
+
+    now = datetime.now().strftime("%H:%M")
+    lines = []
+
+    # 市场背景
+    macro_line = load_macro_line()
+    if macro_line:
+        lines.append(f"【市场背景】{macro_line}")
+
+    # [重评] 内部流程 — 不在报告中展示，只执行重评
+    if stale_list:
+        stale_codes = [s[1] for s in stale_list]
+        trigger_regen_sync(stale_codes)
+        # 重评完成，re-read decisions.json
+        code_data = {}
+        try:
+            with open("/home/hmo/web-dashboard/data/decisions.json") as f:
+                dec = json.load(f)
+            for e in dec.get("decisions", []):
+                code_data[e["code"]] = e
+        except Exception:
+            pass
+
+    stocks.sort(key=lambda s: (
+        0 if len(str(s[1])) == 6 else 1,
+        -code_data.get(s[1], {}).get("rr_ratio", 0)
+    ))
+
+    # 只展示有清晰操作信号的个股：不含"等企稳""关注""信号不充分""neutral"及纯持有信号
+    SKIP_KEYWORDS = ["等企稳", "关注", "信号不充分"]
+
+    BUY_KEYWORDS = ["买入", "加仓"]
+
+    actionable = []
+    for s in stocks:
+        sig = code_data.get(s[1], {}).get("timing_signal", "")
+        if not sig:
+            continue
+        # 跳过非操作信号
+        if any(kw in sig for kw in SKIP_KEYWORDS):
+            continue
+        # 中性信号跳过
+        stripped = sig.strip().lower()
+        if not stripped or stripped in ("", "neutral", "持有", "深套持有", "弱势持有"):
+            continue
+        actionable.append(s)
+
+    if not actionable:
+        return 0  # 无操作信号 → 静默，不推
+
+    # 标准格式：每个可操作标的
+    lines.append(f"【💡 操作建议】（当前{len(actionable)}只自选可操作）")
+    for s in actionable:
+        name, code, price, buy_low, buy_high, lot, ratio = s
+        d = code_data.get(code, {})
+        sl = d.get("stop_loss", 0)
+        tp = d.get("take_profit", 0)
+        rr = d.get("rr_ratio", 0)
+        sig = d.get("timing_signal", "")
+        sector = d.get("sector_context", "")
+        tech = d.get("tech_snapshot", "")
+        # 提取技术位
+        ss = {"强撑":"-", "弱撑":"-", "弱压":"-", "强压":"-"}
+        for tag in ss:
+            m = re.search(rf'{tag}:([\d.]+)', tech)
+            if m:
+                ss[tag] = m.group(1)
+        pfx = "" if len(code) == 6 else "HK$"
+        lines.append(
+            f"  {name}({code}) {pfx}{price:.2f} 买区{buy_low}~{buy_high} | "
+            f"1手{lot:,.0f}元 RR={rr:.1f} 损{sl} 盈{tp}\n"
+            f"    {sector} | {ss['强撑']}→{ss['弱撑']}→{ss['弱压']}→{ss['强压']} | {sig}"
+        )
+
+    lines.insert(0, f"【知微】自选买入提醒 {now} | 现金{cash:,.0f}元")
+    out = "\n".join(lines)
+    print(out)
+    push_to_xmpp(out)
+    return 1
+
+
+if __name__ == "__main__":
+    sys.exit(main())