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/api/ext_data.py

@@ -26,7 +26,6 @@ from app.services.ext_data import (
     write_ext_parquet,
     rows_to_parquet,
 )
-from app.services.ext_pull import fetch_and_ingest, pull_scheduler
 
 logger = logging.getLogger(__name__)
 router = APIRouter(prefix="/api/ext-data", tags=["ext-data"])
@@ -330,20 +329,8 @@ async def fetch_preset_data(request: Request, config_id: str):
     """手动触发内置预设 (概念/行业) 的数据拉取。
 
     注意: 必须在 /{config_id}/... 动态路由之前声明, 否则 'presets' 会被当成 config_id。
-    与通用 pull/run 不同: 走 ext_presets 的结构转换 (接口的 concepts/industries
-    数组 → 拼接成字符串), 保证 schema 与现有数据一致。
     """
-    from app.services.ext_presets import fetch_preset
+    raise HTTPException(403, "serve 端为只读模式，数据仅通过 local→serve 同步")
-
-    try:
-        n = await fetch_preset(config_id, _data_dir(request))
-    except ValueError as e:
-        raise HTTPException(404, str(e)) from e
-    except Exception as e:
-        raise HTTPException(400, f"拉取失败: {e}") from e
-
-    _refresh_views(request)
-    return {"status": "ok", "rows": n}
 
 
 @router.post("")
@@ -548,115 +535,20 @@ def ingest_data(request: Request, config_id: str, body: IngestReq):
 
 @router.put("/{config_id}/pull")
 def configure_pull(request: Request, config_id: str, body: PullConfigReq):
-    """配置（或更新）定时拉取。"""
+    """配置（或更新）定时拉取 — serve 端为只读模式，已禁用。"""
-    store = _store(request)
+    raise HTTPException(403, "serve 端为只读模式，数据仅通过 local→serve 同步")
-    config = store.get(config_id)
-    if not config:
-        raise HTTPException(404, f"配置 '{config_id}' 不存在")
-
-    # 保留历史状态字段
-    old_pull = config.pull
-    config.pull = PullConfig(
-        url=body.url,
-        method=body.method,
-        headers=body.headers,
-        body=body.body,
-        response_path=body.response_path,
-        field_map=body.field_map,
-        schedule_minutes=body.schedule_minutes,
-        enabled=body.enabled,
-        last_run=old_pull.last_run if old_pull else None,
-        last_status=old_pull.last_status if old_pull else None,
-        last_message=old_pull.last_message if old_pull else None,
-        last_rows=old_pull.last_rows if old_pull else None,
-    )
-    store.upsert(config)
-
-    # 刷新调度器
-    pull_scheduler.refresh(_data_dir(request))
-
-    # 关闭定时拉取时清理残留的 next_run, 避免前端展示一个永不执行的"下次"
-    if not config.pull.enabled:
-        cleared = store.get(config_id)
-        if cleared and cleared.pull and cleared.pull.next_run:
-            cleared.pull.next_run = None
-            store.upsert(cleared)
-
-    return {"status": "ok", "pull": config.pull.to_dict()}
 
 
 @router.post("/{config_id}/pull/test")
 async def test_pull(request: Request, config_id: str):
-    """测试拉取：请求外部 API 并返回预览数据，不写入。"""
+    """测试拉取 — serve 端为只读模式，已禁用。"""
-    store = _store(request)
+    raise HTTPException(403, "serve 端为只读模式，数据仅通过 local→serve 同步")
-    config = store.get(config_id)
-    if not config:
-        raise HTTPException(404, f"配置 '{config_id}' 不存在")
-    if not config.pull or not config.pull.url:
-        raise HTTPException(400, "拉取未配置或 URL 为空")
-
-    # 临时构建一个带新配置的 config 用于测试
-    from app.services.ext_pull import _extract_rows, _apply_field_map
-    import httpx
-
-    pull = config.pull
-    try:
-        async with httpx.AsyncClient(timeout=30) as client:
-            headers = pull.headers or {}
-            kwargs: dict = {"headers": headers}
-            if pull.method.upper() == "POST" and pull.body:
-                kwargs["content"] = pull.body
-                if "content-type" not in {k.lower() for k in headers}:
-                    kwargs["headers"]["Content-Type"] = "application/json"
-            resp = await client.request(pull.method.upper(), pull.url, **kwargs)
-            resp.raise_for_status()
-            data = resp.json()
-
-        rows = _extract_rows(data, pull.response_path)
-        preview = _apply_field_map(rows[:5], pull.field_map)
-        return {
-            "status": "ok",
-            "total_rows": len(rows),
-            "preview": preview,
-            "has_symbol": bool(rows and "symbol" in rows[0]),
-        }
-    except Exception as e:
-        raise HTTPException(400, f"测试失败: {e}") from e
 
 
 @router.post("/{config_id}/pull/run")
 async def run_pull(request: Request, config_id: str):
     """手动触发一次拉取并写入。"""
-    store = _store(request)
+    raise HTTPException(403, "serve 端为只读模式，数据仅通过 local→serve 同步")
-    config = store.get(config_id)
-    if not config:
-        raise HTTPException(404, f"配置 '{config_id}' 不存在")
-    if not config.pull or not config.pull.url:
-        raise HTTPException(400, "拉取未配置或 URL 为空")
-
-    try:
-        n, d = await fetch_and_ingest(config, _data_dir(request))
-        _refresh_views(request)
-        # 写回执行状态, 让前端"上次执行"面板立即反映
-        updated = store.get(config_id)
-        if updated and updated.pull:
-            from datetime import datetime, timezone
-            updated.pull.last_run = datetime.now(timezone.utc).isoformat()
-            updated.pull.last_status = "success"
-            updated.pull.last_message = f"{n} rows @ {d}"
-            updated.pull.last_rows = n
-            store.upsert(updated)
-        return {"status": "ok", "rows": n, "date": d}
-    except Exception as e:
-        # 失败也写回状态, 记录错误信息
-        failed = store.get(config_id)
-        if failed and failed.pull:
-            from datetime import datetime, timezone
-            failed.pull.last_run = datetime.now(timezone.utc).isoformat()
-            failed.pull.last_status = "error"
-            failed.pull.last_message = str(e)[:200]
-            store.upsert(failed)
-        raise HTTPException(400, f"拉取失败: {e}") from e
 
 
 # ---------------------------------------------------------------------------

serve/backend/app/api/financials.py

@@ -98,27 +98,8 @@ def get_cash_flow(request: Request, symbol: str | None = None):
 
 @router.post("/sync/{table}")
 def sync_table(request: Request, table: str):
-    """手动触发同步(立即返回,后台异步执行)。
+    """手动触发同步 — serve 端为只读模式，已禁用。"""
-
+    raise HTTPException(403, "serve 端为只读模式，数据仅通过 local→serve 同步")
-    table: metrics / income / balance_sheet / cash_flow / all
-    同步在后台线程执行,全量同步需数分钟。本接口立即返回 started 状态,
-    前端通过轮询 GET /status 的 syncing 字段观察进度。
-    """
-    capset = request.app.state.capabilities
-    capset.require(Cap.FINANCIAL)
-
-    valid_tables = {"metrics", "income", "balance_sheet", "cash_flow", "all"}
-    if table not in valid_tables:
-        raise HTTPException(400, f"invalid table: {table}, expected one of {valid_tables}")
-
-    fs = getattr(request.app.state, "financial_scheduler", None)
-    if not fs:
-        return {"status": "error", "message": "FinancialScheduler not available"}
-
-    target = None if table == "all" else table
-    result = fs.trigger(target)
-
-    return {"status": "ok", "synced": result}
 
 
 class AnalyzeRequest(BaseModel):

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
+    # 内置扩展表 (概念/行业): 只创建 config 供 sync 解压时用, 不拉数据。
-    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)
     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")