serve 设为只读模式，禁用外部数据拉取

serve 端不再启动 pull_scheduler 和 financial_scheduler，
阻塞 ext_data 和 financials 的外部获取/同步 API 端点，
数据仅通过 local→serve 同步推送。

Co-Authored-By: Claude <noreply@anthropic.com>

serve/backend/app/main.py

@@ -63,26 +63,13 @@ async def lifespan(app: FastAPI):
         logger.warning("scheduler not started: %s", e)
         app.state.scheduler = None
 
-    # 扩展数据定时拉取
-    from app.services.ext_pull import pull_scheduler
-    pull_scheduler.start(store.data_dir)
-    pull_scheduler.refresh(store.data_dir)
-    app.state.pull_scheduler = pull_scheduler
-
-    # 内置扩展表 (概念/行业): 只创建 config (含拉取配置), 不自动拉数据
-    # 数据获取由用户在概念/行业页点「获取数据」手动触发 (POST /api/ext-data/presets/{id}/fetch)
+    # 内置扩展表 (概念/行业): 只创建 config 供 sync 解压时用, 不拉数据。
     try:
         from app.services.ext_presets import ensure_builtin_presets
         await ensure_builtin_presets(store.data_dir)
     except Exception as e:  # noqa: BLE001
         logger.warning("内置扩展表初始化失败 (不影响启动): %s", e)
 
-    # 财务数据 (需 Expert 套餐): 仅初始化调度器供 /api/financials/sync/* 手动同步,
-    # 不启动自动调度——用户在「财务分析」页点「同步」手动拉取。
-    from app.services.financial_sync import financial_scheduler
-    financial_scheduler.start(store.data_dir, capset)
-    app.state.financial_scheduler = financial_scheduler
-
     # 策略引擎
     from app.strategy.engine import StrategyEngine
     from app.services.screener import ScreenerService
@@ -105,12 +92,6 @@ async def lifespan(app: FastAPI):
 
     if app.state.scheduler:
         app.state.scheduler.shutdown(wait=False)
-    ps = getattr(app.state, "pull_scheduler", None)
-    if ps:
-        ps.stop()
-    fsc = getattr(app.state, "financial_scheduler", None)
-    if fsc:
-        fsc.stop()
     logger.info("shutdown")