重置项目

2026-07-04 15:59:20 +08:00
parent 374e587f2d
commit 648a8b7f1c
224 changed files with 19700 additions and 9547 deletions
@@ -1,11 +1,11 @@
 <!doctype html>
-<html lang="zh-CN">
+<html lang="zh-CN" class="dark">
  <head>
    <meta charset="UTF-8" />
    <meta name="viewport" content="width=device-width, initial-scale=1.0" />
    <link rel="icon" type="image/svg+xml" href="/favicon.svg" />
    <meta name="theme-color" content="#8B5CF6" />
-    <title>A股工作台</title>
+    <title>TickFlow Stock Panel · Quant Terminal</title>
    <link rel="preconnect" href="https://rsms.me/" />
    <link rel="stylesheet" href="https://rsms.me/inter/inter.css" />
    <link rel="preconnect" href="https://fonts.googleapis.com" />
@@ -1,7 +1,7 @@
 {
-  "name": "stock-panel-frontend",
+  "name": "tickflow-stock-panel-frontend",
  "private": true,
-  "version": "0.1.44",
+  "version": "0.1.70",
  "type": "module",
  "scripts": {
    "dev": "vite",
@@ -1,46 +0,0 @@
-import { Navigate, useLocation } from 'react-router-dom'
-import { useQuery } from '@tanstack/react-query'
-import { Loader2 } from 'lucide-react'
-import { api } from '@/lib/api'
-
-function getStoredToken(): string | null {
-  try { return localStorage.getItem('access_token') } catch { return null }
-}
-
-export function AccessGuard({ children, requireAdmin = false }: { children: React.ReactNode; requireAdmin?: boolean }) {
-  const location = useLocation()
-  const token = getStoredToken()
-
-  const { data: status, isLoading } = useQuery({
-    queryKey: ['access-auth-status', token],
-    queryFn: () => api.accessAuthStatus(),
-    // 即使 token 为空也查询一次,用于确认服务端是否启用了门控
-    enabled: true,
-    staleTime: 5 * 60 * 1000,
-  })
-
-  if (isLoading) {
-    return (
-      <div className="h-screen w-full flex items-center justify-center bg-base text-foreground">
-        <Loader2 className="h-6 w-6 animate-spin text-accent" />
-      </div>
-    )
-  }
-
-  // 未启用门控,直接放行
-  if (!status?.enabled) {
-    return <>{children}</>
-  }
-
-  // 未验证,跳转到登录页
-  if (!status.verified) {
-    return <Navigate to="/verify" state={{ from: location.pathname }} replace />
-  }
-
-  // 需要管理员权限但当前非管理员
-  if (requireAdmin && status.role !== 'admin') {
-    return <Navigate to="/" replace />
-  }
-
-  return <>{children}</>
-}
@@ -1,33 +0,0 @@
-import { Navigate } from 'react-router-dom'
-import { useQuery } from '@tanstack/react-query'
-import { Loader2 } from 'lucide-react'
-import { api } from '@/lib/api'
-
-function getStoredRole(): string | null {
-  try { return localStorage.getItem('access_role') } catch { return null }
-}
-
-export function AdminGuard({ children }: { children: React.ReactNode }) {
-  const { data: status, isLoading } = useQuery({
-    queryKey: ['access-auth-status'],
-    queryFn: () => api.accessAuthStatus(),
-    enabled: true,
-    staleTime: 5 * 60 * 1000,
-  })
-
-  if (isLoading) {
-    return (
-      <div className="h-screen w-full flex items-center justify-center bg-base text-foreground">
-        <Loader2 className="h-6 w-6 animate-spin text-accent" />
-      </div>
-    )
-  }
-
-  // 未启用门控或本地角色为 admin,均放行
-  const localRole = getStoredRole()
-  if (!status?.enabled || localRole === 'admin' || status.role === 'admin') {
-    return <>{children}</>
-  }
-
-  return <Navigate to="/" replace />
-}
@@ -161,10 +161,10 @@ export function AlertToastContainer() {
                  {ev.price != null && <span className="text-[10px] font-mono text-muted shrink-0">{fmtPrice(ev.price)}</span>}
                </div>
              ) : (
-                <div className="mt-1 flex items-center gap-2 pl-0.5">
+                <div className="mt-1 flex items-center gap-1.5 pl-0.5">
                  <Bell className={cn('h-3 w-3 shrink-0', sev.replace('bg-', 'text-'))} />
+                  {/* message 已含「条件摘要 · 现价 · 涨跌幅」(后端生成), 直接展示避免重复 */}
                  {ev.message && <span className="text-[11px] text-foreground/70 truncate flex-1">{ev.message}</span>}
-                  {ev.price != null && <span className="text-[10px] font-mono text-muted shrink-0">{fmtPrice(ev.price)}</span>}
                </div>
              )}
            </motion.div>
@@ -1,7 +1,6 @@
 import { useEffect, useRef, useCallback, useMemo } from 'react'
 import * as echarts from 'echarts'
 import type { ECharts, EChartsOption } from 'echarts'
-import { useChartTheme, type ChartTheme } from '@/lib/chartTheme'

 export interface OHLC {
  date: string
@@ -294,25 +293,19 @@ interface Props {
  activeIndicators?: string[]
 }

-function getTHEME(ct: ChartTheme) {
-  return {
-    bull: '#C74040',
-    bear: '#2D9B65',
-    bullAlpha: 'rgba(240,68,56,0.7)',
-    bearAlpha: 'rgba(18,183,106,0.7)',
-    ma5: '#A1A1AA',
-    ma10: '#3B82F6',
-    ma20: '#F97316',
-    ma60: '#8B5CF6',
-    text: ct.text,
-    grid: ct.splitLine,
-    border: ct.axisLine,
-    bg: 'transparent',
-    tooltipBg: ct.tooltipBg,
-    tooltipBorder: ct.tooltipBorder,
-    tooltipText: ct.tooltipText,
-    crosshair: ct.crosshair,
-  }
+const THEME = {
+  bull: '#C74040',
+  bear: '#2D9B65',
+  bullAlpha: 'rgba(240,68,56,0.7)',
+  bearAlpha: 'rgba(18,183,106,0.7)',
+  ma5: '#A1A1AA',
+  ma10: '#3B82F6',
+  ma20: '#F97316',
+  ma60: '#8B5CF6',
+  text: '#A1A1AA',
+  grid: 'rgba(255,255,255,0.04)',
+  border: '#27272A',
+  bg: 'transparent',
 }

 /** 可见蜡烛超过此数量时，涨停/炸板标签切换为小圆点。 */
@@ -328,7 +321,6 @@ function buildSubInfoGraphics(
  infoIdx: number,
  activeIndicators: string[],
  subStartTop: number,
-  theme: ReturnType<typeof getTHEME>,
 ): any[] {
  const d = infoIdx >= 0 && infoIdx < data.length ? data[infoIdx] : null
  const graphics: any[] = []
@@ -357,7 +349,7 @@ function buildSubInfoGraphics(
      id: `sub-sep-${key}`,
      type: 'line',
      shape: { x1: 0, y1: curTop, x2: 2000, y2: curTop },
-      style: { stroke: theme.grid, lineWidth: 1 },
+      style: { stroke: 'rgba(255,255,255,0.08)', lineWidth: 1 },
      silent: true, z: 0,
    })
    graphics.push({
@@ -422,7 +414,6 @@ function buildOption(
  containerHeight: number,
  infoIdx: number,
  linkedPrice: number | null | undefined,
-  theme: ReturnType<typeof getTHEME>,
 ): EChartsOption {
  const candleData = data.map(d => [d.open, d.close, d.low, d.high])

@@ -438,7 +429,7 @@ function buildOption(
      const isSell = m.kind === 'sell'

      if (m.above) {
-        const dotColor = m.color ?? (isBuy ? '#FACC15' : theme.text)
+        const dotColor = m.color ?? (isBuy ? '#FACC15' : THEME.text)
        if (compact) {
          markPointData.push({
            name: m.date, coord: [m.date, d.high],
@@ -466,11 +457,11 @@ function buildOption(
          symbol: 'arrow', symbolSize: 12,
          symbolRotate: isBuy ? 0 : 180,
          symbolOffset: isBuy ? [0, '60%'] : [0, '-60%'],
-          itemStyle: { color: isBuy ? theme.bull : isSell ? theme.bear : theme.text },
+          itemStyle: { color: isBuy ? THEME.bull : isSell ? THEME.bear : THEME.text },
          label: {
            show: !!m.label, formatter: m.label ?? '',
            position: isBuy ? 'bottom' : 'top', distance: 8,
-            color: theme.text, fontSize: 10,
+            color: THEME.text, fontSize: 10,
            fontFamily: 'JetBrains Mono, monospace',
          },
        })
@@ -506,8 +497,8 @@ function buildOption(
  grids.push({ left, right, top: topPad, height: candleAvail })
  xAxes.push({
    type: 'category', data: dates, boundaryGap: true,
-    axisLine: { lineStyle: { color: theme.border } },
-    axisLabel: { color: theme.text, fontSize: 10, fontFamily: 'JetBrains Mono, monospace' },
+    axisLine: { lineStyle: { color: THEME.border } },
+    axisLabel: { color: THEME.text, fontSize: 10, fontFamily: 'JetBrains Mono, monospace' },
    axisTick: { show: false },
    splitLine: { show: false },
  })
@@ -517,8 +508,8 @@ function buildOption(
    boundaryGap: [0.03, 0.03],
    splitArea: { show: false },
    axisLine: { show: false }, axisTick: { show: false },
-    splitLine: { lineStyle: { color: theme.grid } },
-    axisLabel: { color: theme.text, fontSize: 10, fontFamily: 'JetBrains Mono, monospace' },
+    splitLine: { lineStyle: { color: THEME.grid } },
+    axisLabel: { color: THEME.text, fontSize: 10, fontFamily: 'JetBrains Mono, monospace' },
  })
  xAxisIndices.push(0)

@@ -533,9 +524,9 @@ function buildOption(
          show: !!r.label,
          position: 'insideTop',
          distance: 8,
-          color: theme.tooltipText,
-          backgroundColor: theme.tooltipBg,
-          borderColor: theme.tooltipBorder,
+          color: '#DBEAFE',
+          backgroundColor: 'rgba(15,23,42,0.72)',
+          borderColor: 'rgba(59,130,246,0.35)',
          borderWidth: 1,
          borderRadius: 4,
          padding: [2, 6],
@@ -550,7 +541,7 @@ function buildOption(
    .filter(line => Number.isFinite(line.value))
    .map(line => {
      const lineStyle = {
-        color: line.color ?? theme.text,
+        color: line.color ?? THEME.text,
        type: 'dashed' as const,
        width: 1,
        opacity: 0.92,
@@ -559,8 +550,8 @@ function buildOption(
        show: !!line.label,
        formatter: line.label ?? '',
        position: 'insideEndTop' as const,
-        color: line.color ?? theme.text,
-        backgroundColor: theme.tooltipBg,
+        color: line.color ?? THEME.text,
+        backgroundColor: 'rgba(15,23,42,0.72)',
        borderRadius: 4,
        padding: [2, 6],
        fontSize: 10,
@@ -586,7 +577,7 @@ function buildOption(
        color: '#3B82F6',
        fontSize: 10,
        fontFamily: 'JetBrains Mono, monospace',
-        backgroundColor: theme.tooltipBg,
+        backgroundColor: 'rgba(24,24,27,0.85)',
        borderColor: '#3B82F6',
        borderWidth: 1,
        padding: [1, 4],
@@ -600,8 +591,8 @@ function buildOption(
    name: 'K', type: 'candlestick', data: candleData,
    animation: false,
    itemStyle: {
-      color: theme.bull, color0: theme.bear,
-      borderColor: theme.bull, borderColor0: theme.bear,
+      color: THEME.bull, color0: THEME.bear,
+      borderColor: THEME.bull, borderColor0: THEME.bear,
      cursor: 'pointer',
    },
    markPoint: markPointData.length > 0 ? { data: markPointData, animation: false } : undefined,
@@ -617,10 +608,10 @@ function buildOption(
      silent: true,
      lineStyle: { width: 1, color }, itemStyle: { color },
    })
-    series.push(maLine('ma5', theme.ma5, 'MA5'))
-    series.push(maLine('ma10', theme.ma10, 'MA10'))
-    series.push(maLine('ma20', theme.ma20, 'MA20'))
-    series.push(maLine('ma60', theme.ma60, 'MA60'))
+    series.push(maLine('ma5', THEME.ma5, 'MA5'))
+    series.push(maLine('ma10', THEME.ma10, 'MA10'))
+    series.push(maLine('ma20', THEME.ma20, 'MA20'))
+    series.push(maLine('ma60', THEME.ma60, 'MA60'))
  }

  // BOLL 布林带 — 需在 activeIndicators 中激活
@@ -651,7 +642,7 @@ function buildOption(
      top: chartTop,
      height: def.height,
      show: true,
-      borderColor: theme.grid,
+      borderColor: 'rgba(255,255,255,0.06)',
      borderWidth: 1,
    })

@@ -669,9 +660,9 @@ function buildOption(
      gridIndex: gridIdx,
      splitNumber: 2,
      axisLine: { show: false }, axisTick: { show: false },
-      splitLine: { lineStyle: { color: theme.grid } },
+      splitLine: { lineStyle: { color: THEME.grid } },
      axisLabel: {
-        show: true, color: theme.text, fontSize: 9,
+        show: true, color: THEME.text, fontSize: 9,
        fontFamily: 'JetBrains Mono, monospace',
      },
    })
@@ -688,14 +679,14 @@ function buildOption(

  // 子图信息栏 graphic
  const subStartTop = topPad + candleAvail + candleBottomPad
-  const infoGraphics = buildSubInfoGraphics(data, infoIdx, activeIndicators, subStartTop, theme)
+  const infoGraphics = buildSubInfoGraphics(data, infoIdx, activeIndicators, subStartTop)

  return {
    animation: false,
-    backgroundColor: theme.bg,
+    backgroundColor: THEME.bg,
    tooltip: {
      trigger: 'axis',
-      axisPointer: { type: 'cross', crossStyle: { color: theme.crosshair } },
+      axisPointer: { type: 'cross', crossStyle: { color: '#555' } },
      backgroundColor: 'transparent',
      borderWidth: 0,
      textStyle: { fontSize: 0 },
@@ -704,8 +695,7 @@ function buildOption(
    axisPointer: {
      link: [{ xAxisIndex: 'all' }],
      label: {
-        backgroundColor: theme.tooltipBg,
-        color: theme.tooltipText,
+        backgroundColor: '#333',
        fontFamily: 'JetBrains Mono, monospace',
        fontSize: 10,
      },
@@ -746,9 +736,6 @@ export function EChartsCandlestick({
  visibleBars = 60,
  activeIndicators = [],
 }: Props) {
-  const chartTheme = useChartTheme()
-  const theme = useMemo(() => getTHEME(chartTheme), [chartTheme])
-
  const containerRef = useRef<HTMLDivElement>(null)
  const chartRef = useRef<ECharts | null>(null)
  const dataRef = useRef(data)
@@ -767,8 +754,6 @@ export function EChartsCandlestick({
  const chartHeightRef = useRef(300)
  const subTotalHRef = useRef(0)
  const getInfoBarHTMLRef = useRef<() => string>(() => '')
-  const themeRef = useRef(theme)
-  themeRef.current = theme

  // 强制刷新信息栏 DOM 的回调
  const infoBarRef = useRef<HTMLDivElement>(null)
@@ -780,7 +765,7 @@ export function EChartsCandlestick({
    const chart = chartRef.current
    if (!chart) return
    const subStartTop = chartHeightRef.current - subTotalHRef.current
-    const infoGraphics = buildSubInfoGraphics(curData, idx, activeIndicatorsRef.current, subStartTop, themeRef.current)
+    const infoGraphics = buildSubInfoGraphics(curData, idx, activeIndicatorsRef.current, subStartTop)
    if (infoGraphics.length > 0) {
      chart.setOption({ graphic: infoGraphics }, { lazyUpdate: true })
    }
@@ -829,19 +814,19 @@ export function EChartsCandlestick({
    const prev = idx > 0 ? data[idx - 1] : null
    const chg = prev ? d.close - prev.close : 0
    const isUp = chg >= 0
-    const clr = isUp ? theme.bull : theme.bear
+    const clr = isUp ? THEME.bull : THEME.bear
    const floatShares = stockInfo?.float_shares
    const turnoverRate = floatShares && d.volume ? (d.volume * 100 / floatShares * 100) : null

    let html = `<div style="display:flex;align-items:center;gap:6px;padding:0 8px;font:11px 'JetBrains Mono',monospace;select:none;height:20px;flex-wrap:wrap">`
-    html += `<span style="color:${theme.text}">${d.date}</span>`
-    html += `<span style="color:${theme.text}">开</span>`
-    html += `<span style="color:${d.open >= d.close ? theme.bear : theme.bull}">${d.open.toFixed(2)}</span>`
-    html += `<span style="color:${theme.text}">高</span>`
-    html += `<span style="color:${theme.bull}">${d.high.toFixed(2)}</span>`
-    html += `<span style="color:${theme.text}">低</span>`
-    html += `<span style="color:${theme.bear}">${d.low.toFixed(2)}</span>`
-    html += `<span style="color:${theme.text}">收</span>`
+    html += `<span style="color:${THEME.text}">${d.date}</span>`
+    html += `<span style="color:${THEME.text}">开</span>`
+    html += `<span style="color:${d.open >= d.close ? THEME.bear : THEME.bull}">${d.open.toFixed(2)}</span>`
+    html += `<span style="color:${THEME.text}">高</span>`
+    html += `<span style="color:${THEME.bull}">${d.high.toFixed(2)}</span>`
+    html += `<span style="color:${THEME.text}">低</span>`
+    html += `<span style="color:${THEME.bear}">${d.low.toFixed(2)}</span>`
+    html += `<span style="color:${THEME.text}">收</span>`
    html += `<span style="color:${clr};font-weight:600">${d.close.toFixed(2)}</span>`
    // 涨跌幅 (收盘后, 换手前; 和收间隔一些距离)
    if (prev) {
@@ -849,18 +834,18 @@ export function EChartsCandlestick({
      html += `<span style="color:${clr};margin-left:8px">${isUp ? '+' : ''}${chgPct.toFixed(2)}%</span>`
    }
    if (turnoverRate != null) {
-      html += `<span style="color:${theme.text}">换手</span>`
-      html += `<span style="color:${theme.text}">${turnoverRate.toFixed(2)}%</span>`
+      html += `<span style="color:${THEME.text}">换手</span>`
+      html += `<span style="color:${THEME.text}">${turnoverRate.toFixed(2)}%</span>`
    }
    html += `</div>`

    // 第二行: MA + BOLL
    if (showMA) {
      html += `<div style="display:flex;align-items:center;gap:10px;padding:0 8px;font:11px 'JetBrains Mono',monospace;select:none;height:20px;flex-wrap:wrap">`
-      if (d.ma5 != null) html += `<span style="color:${theme.ma5}">MA5:${Number(d.ma5).toFixed(2)}</span>`
-      if (d.ma10 != null) html += `<span style="color:${theme.ma10}">MA10:${Number(d.ma10).toFixed(2)}</span>`
-      if (d.ma20 != null) html += `<span style="color:${theme.ma20}">MA20:${Number(d.ma20).toFixed(2)}</span>`
-      if (d.ma60 != null) html += `<span style="color:${theme.ma60}">MA60:${Number(d.ma60).toFixed(2)}</span>`
+      if (d.ma5 != null) html += `<span style="color:${THEME.ma5}">MA5:${Number(d.ma5).toFixed(2)}</span>`
+      if (d.ma10 != null) html += `<span style="color:${THEME.ma10}">MA10:${Number(d.ma10).toFixed(2)}</span>`
+      if (d.ma20 != null) html += `<span style="color:${THEME.ma20}">MA20:${Number(d.ma20).toFixed(2)}</span>`
+      if (d.ma60 != null) html += `<span style="color:${THEME.ma60}">MA60:${Number(d.ma60).toFixed(2)}</span>`
      if (d.boll_upper != null && activeIndicators.includes('boll')) {
        html += `<span style="color:#E879F9">BOLL:${Number(d.boll_upper).toFixed(2)}/${Number(d.ma20).toFixed(2)}/${Number(d.boll_lower).toFixed(2)}</span>`
      }
@@ -868,7 +853,7 @@ export function EChartsCandlestick({
    }

    return html
-  }, [data, stockInfo, showMA, activeIndicators, theme])
+  }, [data, stockInfo, showMA, activeIndicators])
  getInfoBarHTMLRef.current = getInfoBarHTML

  // data 变化时重置 infoIdx
@@ -976,7 +961,7 @@ export function EChartsCandlestick({
      const isBuy = m.kind === 'buy'
      const isSell = m.kind === 'sell'
      if (m.above) {
-        const dotColor = m.color ?? (isBuy ? '#FACC15' : theme.text)
+        const dotColor = m.color ?? (isBuy ? '#FACC15' : THEME.text)
        if (compact) {
          markPointData.push({
            name: m.date, coord: [m.date, d.high],
@@ -1004,11 +989,11 @@ export function EChartsCandlestick({
          symbol: 'arrow', symbolSize: 12,
          symbolRotate: isBuy ? 0 : 180,
          symbolOffset: isBuy ? [0, '60%'] : [0, '-60%'],
-          itemStyle: { color: isBuy ? theme.bull : isSell ? theme.bear : theme.text },
+          itemStyle: { color: isBuy ? THEME.bull : isSell ? THEME.bear : THEME.text },
          label: {
            show: !!m.label, formatter: m.label ?? '',
            position: isBuy ? 'bottom' : 'top', distance: 8,
-            color: theme.text, fontSize: 10,
+            color: THEME.text, fontSize: 10,
            fontFamily: 'JetBrains Mono, monospace',
          },
        })
@@ -1036,7 +1021,6 @@ export function EChartsCandlestick({
      activeIndicators, chartHeight,
      infoIdxRef.current,
      linkedPrice,
-      theme,
    )

    chart.setOption(option, true)
@@ -1054,7 +1038,7 @@ export function EChartsCandlestick({
    if (infoEl) {
      infoEl.innerHTML = getInfoBarHTML()
    }
-  }, [data, markers, ranges, priceLines, linkedPrice, showMA, showMarkersProp, activeIndicators, chartHeight, dates, dateIndexMap, initialZoom, getInfoBarHTML, theme])
+  }, [data, markers, ranges, priceLines, linkedPrice, showMA, showMarkersProp, activeIndicators, chartHeight, dates, dateIndexMap, initialZoom, getInfoBarHTML])

  // 渲染信息栏容器 (内容由 JS 直接写入)
  const initialHTML = useMemo(() => {
@@ -1064,16 +1048,16 @@ export function EChartsCandlestick({
    const floatShares = stockInfo?.float_shares
    const turnoverRate = floatShares && d.volume ? (d.volume * 100 / floatShares * 100) : null
    let html = `<div style="display:flex;align-items:center;gap:6px;padding:0 8px;font:11px 'JetBrains Mono',monospace;height:20px;flex-wrap:wrap">`
-    html += `<span style="color:${theme.text}">${d.date}</span>`
-    html += `<span style="color:${theme.text}">开</span>`
-    html += `<span style="color:${d.open >= d.close ? theme.bear : theme.bull}">${d.open.toFixed(2)}</span>`
-    html += `<span style="color:${theme.text}">高</span>`
-    html += `<span style="color:${theme.bull}">${d.high.toFixed(2)}</span>`
-    html += `<span style="color:${theme.text}">低</span>`
-    html += `<span style="color:${theme.bear}">${d.low.toFixed(2)}</span>`
-    html += `<span style="color:${theme.text}">收</span>`
+    html += `<span style="color:${THEME.text}">${d.date}</span>`
+    html += `<span style="color:${THEME.text}">开</span>`
+    html += `<span style="color:${d.open >= d.close ? THEME.bear : THEME.bull}">${d.open.toFixed(2)}</span>`
+    html += `<span style="color:${THEME.text}">高</span>`
+    html += `<span style="color:${THEME.bull}">${d.high.toFixed(2)}</span>`
+    html += `<span style="color:${THEME.text}">低</span>`
+    html += `<span style="color:${THEME.bear}">${d.low.toFixed(2)}</span>`
+    html += `<span style="color:${THEME.text}">收</span>`
    const prevClose0 = data[idx-1]?.close ?? d.close
-    const clr0 = d.close >= prevClose0 ? theme.bull : theme.bear
+    const clr0 = d.close >= prevClose0 ? THEME.bull : THEME.bear
    html += `<span style="color:${clr0};font-weight:600">${d.close.toFixed(2)}</span>`
    // 涨跌幅 (收盘后, 换手前; 和收间隔一些距离)
    if (idx > 0) {
@@ -1081,29 +1065,30 @@ export function EChartsCandlestick({
      html += `<span style="color:${clr0};margin-left:8px">${chgPct0 >= 0 ? '+' : ''}${chgPct0.toFixed(2)}%</span>`
    }
    if (turnoverRate != null) {
-      html += `<span style="color:${theme.text}">换手</span>`
-      html += `<span style="color:${theme.text}">${turnoverRate.toFixed(2)}%</span>`
+      html += `<span style="color:${THEME.text}">换手</span>`
+      html += `<span style="color:${THEME.text}">${turnoverRate.toFixed(2)}%</span>`
    }
    html += `</div>`
    if (showMA) {
      html += `<div style="display:flex;align-items:center;gap:10px;padding:0 8px;font:11px 'JetBrains Mono',monospace;height:20px;flex-wrap:wrap">`
-      if (d.ma5 != null) html += `<span style="color:${theme.ma5}">MA5:${Number(d.ma5).toFixed(2)}</span>`
-      if (d.ma10 != null) html += `<span style="color:${theme.ma10}">MA10:${Number(d.ma10).toFixed(2)}</span>`
-      if (d.ma20 != null) html += `<span style="color:${theme.ma20}">MA20:${Number(d.ma20).toFixed(2)}</span>`
-      if (d.ma60 != null) html += `<span style="color:${theme.ma60}">MA60:${Number(d.ma60).toFixed(2)}</span>`
+      if (d.ma5 != null) html += `<span style="color:${THEME.ma5}">MA5:${Number(d.ma5).toFixed(2)}</span>`
+      if (d.ma10 != null) html += `<span style="color:${THEME.ma10}">MA10:${Number(d.ma10).toFixed(2)}</span>`
+      if (d.ma20 != null) html += `<span style="color:${THEME.ma20}">MA20:${Number(d.ma20).toFixed(2)}</span>`
+      if (d.ma60 != null) html += `<span style="color:${THEME.ma60}">MA60:${Number(d.ma60).toFixed(2)}</span>`
      if (d.boll_upper != null && activeIndicators.includes('boll')) {
        html += `<span style="color:#E879F9">BOLL:${Number(d.boll_upper).toFixed(2)}/${Number(d.ma20).toFixed(2)}/${Number(d.boll_lower).toFixed(2)}</span>`
      }
      html += `</div>`
    }
    return html
-  }, [data, stockInfo, showMA, activeIndicators, theme])
+  // eslint-disable-next-line react-hooks/exhaustive-deps
+  }, [])

  return (
    <div className="w-full">
      {/* 主图信息栏 — 内容由 JS 直接操作 innerHTML */}
      {showInfoBar && (
-        <div ref={infoBarRef} style={{ backgroundColor: theme.tooltipBg }}
+        <div ref={infoBarRef} style={{ backgroundColor: 'rgba(39,39,42,0.6)' }}
          dangerouslySetInnerHTML={{ __html: initialHTML }} />
      )}

@@ -2,26 +2,19 @@ import { useEffect, useMemo, useRef, useState } from 'react'
 import * as echarts from 'echarts'
 import type { ECharts, EChartsOption } from 'echarts'
 import type { MinuteKlineRow } from '@/lib/api'
-import { useChartTheme, type ChartTheme } from '@/lib/chartTheme'

 type YMode = 'adaptive' | 'limit'

-function getTHEME(ct: ChartTheme) {
-  return {
-    line: '#3B82F6',
-    areaFill: 'rgba(59,130,246,0.40)',
-    avgLine: '#F59E0B',
-    refLine: ct.crosshair,
-    volUp: 'rgba(240,68,56,0.6)',
-    volDown: 'rgba(18,183,106,0.6)',
-    text: ct.text,
-    grid: ct.splitLine,
-    border: ct.axisLine,
-    tooltipBg: ct.tooltipBg,
-    tooltipBorder: ct.tooltipBorder,
-    tooltipText: ct.tooltipText,
-    crosshair: ct.crosshair,
-  }
+const THEME = {
+  line: '#3B82F6',
+  areaFill: 'rgba(59,130,246,0.40)',
+  avgLine: '#F59E0B',
+  refLine: 'rgba(255,255,255,0.25)',
+  volUp: 'rgba(240,68,56,0.6)',
+  volDown: 'rgba(18,183,106,0.6)',
+  text: '#A1A1AA',
+  grid: 'rgba(255,255,255,0.04)',
+  border: '#27272A',
 }

 interface Props {
@@ -115,18 +108,7 @@ function getLimitPrices(prevClose: number, symbol?: string): {
  return { limitUp, limitDown, upPct, downPct }
 }

-function buildOption(
-  data: MinuteKlineRow[],
-  prevClose: number | undefined,
-  avgPrices: number[],
-  lineColor: string,
-  areaColor: string,
-  yMode: YMode,
-  theme: ReturnType<typeof getTHEME>,
-  symbol?: string,
-  showLimitLines = true,
-  showAvgLine = true,
-): EChartsOption {
+function buildOption(data: MinuteKlineRow[], prevClose: number | undefined, avgPrices: number[], lineColor: string, areaColor: string, yMode: YMode, symbol?: string, showLimitLines = true, showAvgLine = true): EChartsOption {
  // 将数据映射到全天时间轴上的正确位置
  const timeIndexMap = new Map(FULL_DAY_TIMES.map((t, i) => [t, i]))
  const closes = new Array(FULL_DAY_TIMES.length).fill(null) as (number | null)[]
@@ -147,7 +129,7 @@ function buildOption(
      volumes[idx] = {
        value: data[i].volume,
        itemStyle: {
-          color: data[i].close > data[i].open ? theme.volUp : data[i].close < data[i].open ? theme.volDown : volNeutral,
+          color: data[i].close > data[i].open ? THEME.volUp : data[i].close < data[i].open ? THEME.volDown : volNeutral,
        },
      }
    }
@@ -168,7 +150,7 @@ function buildOption(
  if (prevClose != null) {
    markLineData.push({
      yAxis: prevClose,
-      lineStyle: { color: theme.refLine, type: 'dashed', width: 1 },
+      lineStyle: { color: THEME.refLine, type: 'dashed', width: 1 },
      label: { show: false },
      symbol: 'none',
    })
@@ -255,16 +237,16 @@ function buildOption(
        type: 'cross',
        label: {
          show: true,
-          backgroundColor: theme.tooltipBg,
-          borderColor: theme.tooltipBorder,
+          backgroundColor: 'rgba(39,39,42,0.9)',
+          borderColor: 'rgba(255,255,255,0.1)',
          borderWidth: 1,
          padding: [2, 5],
-          color: theme.text,
+          color: '#A1A1AA',
          fontSize: 10,
          fontFamily: 'JetBrains Mono, monospace',
        },
-        crossStyle: { color: theme.crosshair, type: 'dashed', width: 1 },
-        lineStyle: { color: theme.crosshair, type: 'dashed', width: 1 },
+        crossStyle: { color: 'rgba(255,255,255,0.2)', type: 'dashed', width: 1 },
+        lineStyle: { color: 'rgba(255,255,255,0.2)', type: 'dashed', width: 1 },
      },
    },
    axisPointer: {
@@ -281,14 +263,14 @@ function buildOption(
        boundaryGap: false,
        axisPointer: {
          show: true,
-          lineStyle: { color: theme.crosshair, type: 'dashed', width: 1 },
+          lineStyle: { color: 'rgba(255,255,255,0.2)', type: 'dashed', width: 1 },
          label: {
            show: true,
-            backgroundColor: theme.tooltipBg,
-            borderColor: theme.tooltipBorder,
+            backgroundColor: 'rgba(39,39,42,0.9)',
+            borderColor: 'rgba(255,255,255,0.1)',
            borderWidth: 1,
            padding: [2, 4],
-            color: theme.text,
+            color: '#A1A1AA',
            fontSize: 10,
            fontFamily: 'JetBrains Mono, monospace',
            formatter: (params: any) => {
@@ -298,7 +280,7 @@ function buildOption(
        },
        axisLine: { show: false },
        axisLabel: {
-          color: theme.text,
+          color: THEME.text,
          fontSize: 10,
          fontFamily: 'JetBrains Mono, monospace',
          formatter: xAxisLabelFormatter,
@@ -307,7 +289,7 @@ function buildOption(
        axisTick: { show: false },
        splitLine: {
          show: true,
-          lineStyle: { color: theme.grid },
+          lineStyle: { color: 'rgba(255,255,255,0.04)' },
        },
      },
      {
@@ -330,7 +312,7 @@ function buildOption(
        splitArea: { show: false },
        axisLine: { show: false },
        axisTick: { show: false },
-        splitLine: { lineStyle: { color: theme.grid } },
+        splitLine: { lineStyle: { color: THEME.grid } },
        axisPointer: {
          label: {
            formatter: (params: any) => {
@@ -340,7 +322,7 @@ function buildOption(
          },
        },
        axisLabel: {
-          color: theme.text,
+          color: THEME.text,
          fontSize: 10,
          fontFamily: 'JetBrains Mono, monospace',
          formatter: (v: number) => v.toFixed(2),
@@ -378,7 +360,7 @@ function buildOption(
          },
        },
        axisLabel: {
-          color: theme.text,
+          color: THEME.text,
          fontSize: 10,
          fontFamily: 'JetBrains Mono, monospace',
          formatter: (v: number) => {
@@ -409,7 +391,7 @@ function buildOption(
        smooth: false,
        symbol: 'none',
        cursor: 'crosshair',
-        lineStyle: { width: 1, color: theme.avgLine },
+        lineStyle: { width: 1, color: THEME.avgLine },
        connectNulls: true,
      }] : []),
      {
@@ -425,9 +407,6 @@ function buildOption(
 }

 export function EChartsIntraday({ data, height = 320, prevClose, date, symbol, onPriceHover, showLimitLines = true, showAvgLine = true }: Props) {
-  const chartTheme = useChartTheme()
-  const theme = useMemo(() => getTHEME(chartTheme), [chartTheme])
-
  const containerRef = useRef<HTMLDivElement>(null)
  const chartRef = useRef<ECharts | null>(null)
  const roRef = useRef<ResizeObserver | null>(null)
@@ -515,11 +494,11 @@ export function EChartsIntraday({ data, height = 320, prevClose, date, symbol, o
      }
      fullDayToDataIdx.current = mapping

-      chart.setOption(buildOption(data, prevClose, avgPrices, lineColor, areaFill, yMode, theme, symbol, showLimitLines, showAvgLine), true)
+      chart.setOption(buildOption(data, prevClose, avgPrices, lineColor, areaFill, yMode, symbol, showLimitLines, showAvgLine), true)
    } else {
      chart.clear()
    }
-  }, [data, prevClose, height, lineColor, areaFill, yMode, symbol, showLimitLines, showAvgLine, theme])
+  }, [data, prevClose, height, lineColor, areaFill, yMode, symbol, showLimitLines, showAvgLine])

  useEffect(() => {
    return () => {
@@ -569,7 +548,7 @@ export function EChartsIntraday({ data, height = 320, prevClose, date, symbol, o
          </button>
        </div>
      </div>}
-      <div style={{ backgroundColor: theme.tooltipBg }}>
+      <div style={{ backgroundColor: 'rgba(39,39,42,0.6)' }}>
        {/* 第一行: 日期 + OHLC */}
        <div className="flex items-center gap-x-2 px-2 font-mono text-[11px] select-none flex-wrap" style={{ height: 20 }}>
          {!d && <span className="text-muted">—</span>}
@@ -596,8 +575,8 @@ export function EChartsIntraday({ data, height = 320, prevClose, date, symbol, o
                <span style={{ color: priceClr }}>{d.close.toFixed(2)}</span>
              </span>
              {showAvgLine && <span className="flex items-center gap-x-1">
-                <span style={{ display: 'inline-block', width: 14, height: 2, background: theme.avgLine }} />
-                <span style={{ color: theme.avgLine }}>{avg?.toFixed(2)}</span>
+                <span style={{ display: 'inline-block', width: 14, height: 2, background: THEME.avgLine }} />
+                <span style={{ color: THEME.avgLine }}>{avg?.toFixed(2)}</span>
              </span>}
              <span className="text-muted">量</span>
              <span className="text-secondary">{d.volume.toFixed(0)}</span>
@@ -22,7 +22,7 @@ export function EndpointTestDialog({ hasKey, tierLabel, currentEndpoint, onClose
  const [testing, setTesting] = useState<Record<string, boolean>>({})
  const [switching, setSwitching] = useState<string | null>(null)

-  // 动态加载端点清单 —— 前端无法跨域直连数据源官网,走后端代理
+  // 动态加载端点清单 —— 前端无法跨域直连 tickflow.org,走后端代理
  const { data, isLoading } = useQuery({
    queryKey: QK.endpoints,
    queryFn: api.listEndpoints,
@@ -0,0 +1,31 @@
+import { Clock } from 'lucide-react'
+import type { StockRef } from '@/lib/useLastStock'
+
+/**
+ * "上次查看"个股胶囊 —— 显示在 PageHeader 右侧。
+ * 上方名称、下方代码,小字体二排;点击恢复该个股的查看。
+ */
+export function LastStockChip({
+  stock,
+  onSelect,
+}: {
+  stock: StockRef | null
+  onSelect?: (symbol: string, name: string) => void
+}) {
+  if (!stock) return null
+  return (
+    <button
+      onClick={() => onSelect?.(stock.symbol, stock.name)}
+      title={`继续查看 ${stock.name}`}
+      className="group inline-flex items-center gap-1.5 rounded-lg border border-border/40 bg-elevated/40 px-2 py-1 hover:border-border hover:bg-elevated transition-colors"
+    >
+      <Clock className="h-3 w-3 text-muted shrink-0" />
+      <span className="flex flex-col items-start leading-tight">
+        <span className="text-[11px] font-medium text-secondary group-hover:text-foreground transition-colors max-w-[7em] truncate">
+          {stock.name}
+        </span>
+        <span className="text-[9px] font-mono text-muted">{stock.symbol}</span>
+      </span>
+    </button>
+  )
+}
@@ -5,6 +5,10 @@ import { motion } from 'framer-motion'
 import { useQuoteStream } from '@/lib/useQuoteStream'
 import { ToastContainer } from '@/components/Toast'
 import { AlertToastContainer } from '@/components/AlertToast'
+import { AiAnalysisHost } from '@/components/financials/AiAnalysisHost'
+import { AiReportBubble } from '@/components/financials/AiReportBubble'
+import { StockAnalysisHost } from '@/components/stock-analysis/StockAnalysisHost'
+import { StockAnalysisBubble } from '@/components/stock-analysis/StockAnalysisBubble'
 import {
  useCapabilities,
  useSettings,
@@ -18,23 +22,37 @@ import {
 import { QK } from '@/lib/queryKeys'
 import { tierRank } from '@/lib/capability-labels'
 import {
+  Star,
+  ScanSearch,
+  History,
+  FileText,
  Settings,
  Key,
  Database,
-  Timer,
  Loader2,
  LayoutDashboard,
+  Tags,
+  TrendingUp,
+  Flame,
+  BarChart3,
  Sparkles,
+  Layers3,
+  Landmark,
+  Cable,
+  RadioTower,
  CheckCircle2,
+  BookOpenCheck,
+  ExternalLink,
+  X,
 } from 'lucide-react'
 import { Logo } from './Logo'
-import { useTheme } from './ThemeProvider'
 import { api, type IndexQuote } from '@/lib/api'
 import { cn } from '@/lib/cn'
 import { setCurrentTotal as setAlertTotal, useUnreadAlerts } from '@/lib/monitorBadge'

 // 品牌色 — 只用于 logo / brand 区域,不影响功能语义色
 const BRAND = '#8B5CF6'
+const TICKFLOW_REGISTER_URL = 'https://tickflow.org/auth/register?ref=V3KDKGXPEA'

 const CORE_INDEXES = [
  { symbol: '000001.SH', name: '上证指数' },
@@ -46,8 +64,20 @@ const CORE_INDEXES = [
 type CoreIndex = (typeof CORE_INDEXES)[number]

 const nav = [
-  { to: '/', label: '看板', icon: LayoutDashboard },
-  { to: '/data', label: '数据', icon: Database },
+  { to: '/',                label: '看板',     icon: LayoutDashboard },
+  { to: '/watchlist',  label: '自选',   icon: Star },
+  { to: '/screener',   label: '策略',   icon: ScanSearch },
+  { to: '/backtest',   label: '回测',   icon: History },
+  { to: '/stock-analysis',    label: '个股分析', icon: TrendingUp },
+  { to: '/limit-ladder', label: '连板梯队', icon: Flame },
+  { to: '/concept-analysis', label: '概念分析', icon: Layers3 },
+  { to: '/industry-analysis', label: '行业分析', icon: Landmark },
+  { to: '/financials', label: '财务分析', icon: FileText },
+  { to: '/monitor', label: '监控中心', icon: RadioTower },
+  { to: '/review',      label: '复盘',   icon: BookOpenCheck },
+  { to: '/indices', label: '指数', icon: BarChart3 },
+  { to: '/trading', label: '交易', icon: Cable },
+  { to: '/data',       label: '数据',   icon: Database },
 ] as const

 function fmtIndexValue(v: number | null | undefined) {
@@ -130,7 +160,7 @@ function TierBadge({ label, hasKey }: { label: string; hasKey?: boolean }) {
      labelTextStyle: { color: '#71717a' },
    },
    free: {
-      desc: '基础日K · 单股查询',
+      desc: '基础日K · 自选实时',
      tagBg: { background: 'rgba(113,113,122,0.3)' },
      dotStyle: { background: '#71717a' },
      labelTextStyle: { color: '#a1a1aa' },
@@ -156,8 +186,8 @@ function TierBadge({ label, hasKey }: { label: string; hasKey?: boolean }) {
  }

  const t = tierConfig[base] || tierConfig.none
-  // none 档显示中文「无」,无 label 时显示「无档」
-  const displayLabel = isNone ? '无' : (label || '无')
+  // none 档显示英文「None」,无 label 时也显示「None」
+  const displayLabel = isNone ? 'None' : (label || 'None')

  return (
    <NavLink
@@ -173,7 +203,7 @@ function TierBadge({ label, hasKey }: { label: string; hasKey?: boolean }) {
          </div>
          <div className="min-w-0 flex-1">
            <div className="flex items-center gap-1.5">
-              <span className="text-xs font-medium text-foreground">数据源</span>
+              <span className="text-xs font-medium text-foreground">TickFlow</span>
              <span
                className="h-1.5 w-1.5 rounded-full"
                style={{ ...t.dotStyle, ...(base === 'expert' ? { animation: 'pulse 2s infinite' } : {}) }}
@@ -228,13 +258,17 @@ function AIConfigBadge({ configured, model }: { configured?: boolean; model?: st

 export function Layout() {
  // ===== 共享 hooks (替代内联 useQuery) =====
-  const { resolved } = useTheme()
-  const isDark = resolved === 'dark'
  const { data: caps } = useCapabilities()
  const { data: settingsState } = useSettings()
  const { data: versionData } = useVersion()
  const { data: prefs } = usePreferences()
-  const { data: quoteStatus } = useQuoteStatus()
+  // poll=true: 全局唯一开启条件轮询 (非交易时段 60s 兜底, 交易时段靠 SSE)
+  const { data: quoteStatus } = useQuoteStatus({ poll: true })
+  const { data: analysisMenus } = useQuery({
+    queryKey: QK.analysisMenus,
+    queryFn: api.analysisMenus,
+  })
+
  // 数据同步状态轮询: 有活跃 job 时「数据」菜单项显示转圈
  const { data: pipelineJobs } = useQuery({
    queryKey: QK.pipelineJobs,
@@ -263,6 +297,8 @@ export function Layout() {
  const navigate = useNavigate()
  const version = versionData?.version
  const realtimeEnabled = prefs?.realtime_quotes_enabled ?? false
+  // Free 档监控限制提示: 可手动关闭, 不持久化 (刷新后恢复显示)
+  const [dismissFreeHint, setDismissFreeHint] = useState(false)
  const indicesPinned = prefs?.indices_nav_pinned ?? true
  const sidebarIndexSymbols = prefs?.sidebar_index_symbols ?? CORE_INDEXES.map(p => p.symbol)
  const sidebarIndexes = CORE_INDEXES.filter(item => sidebarIndexSymbols.includes(item.symbol))
@@ -281,8 +317,10 @@ export function Layout() {
  const toggleQuote = useToggleRealtimeQuotes()
  const isRunning = quoteStatus?.running ?? false
  const isTrading = quoteStatus?.is_trading_hours ?? false
-  // none/free 档(无实时行情权限)→ rank < starter(1)
-  const isFreeTier = tierRank(caps?.label ?? '') < 1
+  const tier = tierRank(caps?.label ?? '')
+  const isNoneTier = tier < 0
+  const isWatchlistMode = tier === 0
+  const realtimeModeLabel = isWatchlistMode ? '自选股' : '全市场'

  // 轮询触发记录总数 → 更新监控中心徽标 (每 15 秒)
  const alertsTotalQuery = useQuery({
@@ -298,8 +336,10 @@ export function Layout() {
    if (alertsTotal != null) setAlertTotal(alertsTotal)
  }, [alertsTotal])

-  // 当前仅开放看板和数据业务,扩展分析菜单暂不展示
-  const analysisNav: { to: string; label: string; icon: typeof LayoutDashboard }[] = []
+  // 合并内置页面 + 可见的扩展分析菜单
+  const analysisNav = (analysisMenus?.items ?? [])
+    .filter(m => m.visible)
+    .map(m => ({ to: `/analysis/${m.id}`, label: m.label, icon: m.icon === 'tags' ? Tags : BarChart3 }))

  const allNav = [...nav, ...analysisNav]
  const savedOrder = prefs?.nav_order ?? []
@@ -325,7 +365,12 @@ export function Layout() {
        queryKey: QK.capabilities,
        queryFn: api.capabilities,
      })
-      if (tierRank(fresh.label ?? '') < 1) return
+      const freshTier = tierRank(fresh.label ?? '')
+      if (freshTier < 0) return
+      if (freshTier === 0 && (prefs?.realtime_watchlist_symbols?.length ?? 0) === 0) {
+        navigate('/watchlist')
+        return
+      }
    }
    await toggleQuote.mutateAsync(enabled)
    // 仅在交易时段立即获取一次行情
@@ -342,20 +387,20 @@ export function Layout() {
          <div className="flex items-center gap-2.5">
            <Logo
              size={28}
-              className={cn('shrink-0', isDark && 'drop-shadow-[0_0_8px_rgba(139,92,246,0.5)]')}
+              className="shrink-0 drop-shadow-[0_0_8px_rgba(139,92,246,0.5)]"
              style={{ color: BRAND }}
            />
            <div
              className="font-mono font-bold text-[13px] tracking-[0.06em] text-foreground leading-tight"
-              style={{ textShadow: isDark ? `0 0 10px ${BRAND}44` : 'none' }}
+              style={{ textShadow: `0 0 10px ${BRAND}44` }}
            >
-              <div>A股</div>
-              <div>工作台</div>
+              <div>TickFlow</div>
+              <div>Stock Panel</div>
            </div>
          </div>

          <div className="mt-2.5 text-[10px] uppercase tracking-[0.22em] text-secondary">
-            量化工具
+            Quant · Terminal
          </div>

          <div
@@ -363,14 +408,12 @@ export function Layout() {
            style={{ background: `linear-gradient(90deg, ${BRAND}88, transparent 80%)` }}
          />

-          {settingsState?.mode === 'none' && (
-            <TierBadge
-              label={caps?.label ?? ''}
-              hasKey={false}
-            />
-          )}
+          <TierBadge
+            label={caps?.label ?? ''}
+            hasKey={settingsState?.mode !== 'none'}
+          />
          <AIConfigBadge
-            configured={settingsState?.has_ai_key}
+            configured={settingsState?.ai_configured ?? settingsState?.has_ai_key}
            model={settingsState?.ai_model}
          />
        </div>
@@ -393,6 +436,12 @@ export function Layout() {
                <>
                  <Icon className="h-4 w-4 shrink-0" />
                  <span className="flex-1">{label}</span>
+                  {/* 个股分析 Beta 标识 */}
+                  {(to === '/stock-analysis' || to === '/review') && (
+                    <span className="inline-flex items-center rounded-full border border-amber-400/30 bg-amber-400/10 px-1.5 py-0.5 text-[9px] font-semibold uppercase tracking-wider text-amber-400 shrink-0">
+                      Beta
+                    </span>
+                  )}
                  {/* 数据同步状态: 同步中转圈, 刚完成显示绿色对勾闪烁 3 秒 */}
                  {to === '/data' && isDataSyncing && (
                    <Loader2 className="h-3.5 w-3.5 shrink-0 animate-spin text-accent" />
@@ -410,13 +459,27 @@ export function Layout() {

        {/* 全局行情开关 */}
        <div className="border-t border-border px-3 py-2.5 shrink-0">
-          {isFreeTier ? (
-            /* Free 档位 — 显示升级提示 */
-            <div className="flex items-center justify-between">
-              <span className="text-xs text-secondary truncate">实时行情</span>
-              <span className="text-[10px] text-accent/70 font-medium bg-accent/10 px-1.5 py-0.5 rounded">
-                需 Starter+
-              </span>
+          {isNoneTier ? (
+            <div>
+              <div className="flex items-center justify-between">
+                <span className="text-xs text-secondary truncate">实时行情</span>
+                <span className="text-[10px] text-accent/70 font-medium bg-accent/10 px-1.5 py-0.5 rounded">
+                  Free+
+                </span>
+              </div>
+              <div className="mt-1.5 text-[10px] leading-snug text-muted">
+                免费注册
+                <a
+                  href={TICKFLOW_REGISTER_URL}
+                  target="_blank"
+                  rel="noreferrer"
+                  className="mx-1 inline-flex items-baseline gap-0.5 text-accent/80 hover:text-accent hover:underline"
+                >
+                  TickFlow
+                  <ExternalLink className="h-2.5 w-2.5 self-center" />
+                </a>
+                开启个股监控
+              </div>
            </div>
          ) : (
            /* Starter+ — 开关 + 跳转设置 */
@@ -430,14 +493,14 @@ export function Layout() {
                      : 'bg-muted'
                }`} />
                <span className="text-xs text-secondary truncate">
-                  实时行情
+                  实时行情 · {realtimeModeLabel}
                </span>
                <button
                  onClick={() => navigate('/settings?tab=monitoring')}
                  className="text-secondary hover:text-foreground transition-colors shrink-0"
                  title="实时监控设置"
                >
-                  <Timer className="h-3 w-3" />
+                  <Settings className="h-3 w-3" />
                </button>
              </div>
              <button
@@ -457,16 +520,28 @@ export function Layout() {
          )}

          {/* 状态提示 */}
-          {realtimeEnabled && !isFreeTier && (
-            <div className="mt-1.5 text-[10px] leading-snug">
+          {realtimeEnabled && !isNoneTier && (
+            <div className="mt-1.5 text-[10px] leading-snug space-y-0.5">
+              {isWatchlistMode && !dismissFreeHint && (
+                <div className="flex items-start gap-1 text-amber-400/80">
+                  <span className="flex-1">监控自选股前 5 只，全市场监控需 Starter+</span>
+                  <button
+                    onClick={() => setDismissFreeHint(true)}
+                    className="text-amber-400/50 hover:text-amber-400 shrink-0 transition-colors"
+                    title="关闭提示"
+                  >
+                    <X className="h-2.5 w-2.5" />
+                  </button>
+                </div>
+              )}
              {isRunning && isTrading ? (
-                <span className="text-accent">行情运行中</span>
+                <div className="text-accent">行情运行中</div>
              ) : realtimeEnabled && !isTrading ? (
-                <span className="text-warning/70">非交易时段，将在交易时间自动开启</span>
+                <div className="text-warning/70">非交易时段，将在交易时间自动开启</div>
              ) : null}
            </div>
          )}
-          {showSidebarQuotes && !isFreeTier && (
+          {showSidebarQuotes && !isWatchlistMode && !isNoneTier && (
            <SidebarIndexQuotes rows={sidebarIndexQuotes?.rows} items={sidebarIndexes} />
          )}
        </div>
@@ -504,6 +579,10 @@ export function Layout() {
      </motion.main>
      <ToastContainer />
      <AlertToastContainer />
+      <AiAnalysisHost />
+      <AiReportBubble />
+      <StockAnalysisHost />
+      <StockAnalysisBubble />
    </div>
  )
 }
@@ -22,7 +22,7 @@ export function Logo({ className, size = 32, style }: LogoProps) {
      className={className}
      style={style}
      role="img"
-      aria-label="Stock Panel"
+      aria-label="TickFlow Stock Panel"
    >
      {/* 左方括号 */}
      <path
@@ -0,0 +1,445 @@
+import { useState, useMemo, useRef, useEffect, useCallback } from 'react'
+import { motion, AnimatePresence } from 'framer-motion'
+import { X, Repeat, Sparkles, ArrowDownUp, RefreshCw, AlertCircle } from 'lucide-react'
+import { useQuery } from '@tanstack/react-query'
+import { api } from '@/lib/api'
+import { QK } from '@/lib/queryKeys'
+import { cn } from '@/lib/cn'
+import { fmtPct } from '@/lib/format'
+import { MarkdownRenderer } from '@/components/financials/MarkdownRenderer'
+
+interface Props {
+  onClose: () => void
+}
+
+const DEFAULT_DAYS = 12
+const ROW_HEIGHT = 30        // 每行高度(px), 与单元格样式配合
+const OVERSCAN = 8           // 上下额外渲染行数, 减少滚动时的白屏闪烁
+const MIN_DAYS = 7
+const MAX_DAYS = 30
+
+// 涨幅 → 背景色梯度(A 股语义: 红涨绿跌)。强度越大色越深, 一眼看出强势/弱势概念
+function pctBgClass(pct: number): string {
+  if (pct >= 0.05) return 'bg-bull/25'
+  if (pct >= 0.03) return 'bg-bull/18'
+  if (pct >= 0.01) return 'bg-bull/10'
+  if (pct > -0.01) return ''
+  if (pct > -0.03) return 'bg-bear/10'
+  if (pct > -0.05) return 'bg-bear/18'
+  return 'bg-bear/25'
+}
+
+// 把 "2026-07-01" 格式化成 "7/01" 紧凑显示(表头窄列)
+function shortDate(s: string): string {
+  const m = /^(\d{4})-(\d{2})-(\d{2})$/.exec(s)
+  if (!m) return s
+  return `${Number(m[2])}/${m[3]}`
+}
+
+// 排名 → 前景色(A 股语义: 红=强, 绿=弱)。前 10 红, 后 10 绿, 中间默认强调色。
+// total 兜底: 概念总数未知时只判前 10, 不判后 10。
+function rankColorClass(rank: number, total: number): string {
+  if (rank <= 10) return 'text-bull'
+  if (total > 20 && rank > total - 10) return 'text-bear'
+  return 'text-accent'
+}
+
+export function RpsRotationDialog({ onClose }: Props) {
+  const [days, setDays] = useState(DEFAULT_DAYS)
+  const [reversed, setReversed] = useState(false)        // false=高→低, true=低→高
+  const [selected, setSelected] = useState<string | null>(null)  // 点中的概念名, 高亮追踪
+
+  // ---- AI 轮动分析状态 (组件内, 不建全局 store: 切页即关对话框) ----
+  const [analysis, setAnalysis] = useState('')            // 累积的 Markdown 报告
+  const [analyzing, setAnalyzing] = useState(false)       // 生成中
+  const [analysisError, setAnalysisError] = useState('')  // 错误信息
+  const [analysisMeta, setAnalysisMeta] = useState<{ summary?: string } | null>(null)
+  const [focus, setFocus] = useState('')                  // 用户追加的关注点
+
+  const runAnalysis = useCallback(async (daysParam: number, focusParam: string) => {
+    setAnalyzing(true)
+    setAnalysis('')
+    setAnalysisError('')
+    setAnalysisMeta(null)
+    try {
+      for await (const ev of api.rotationAnalyzeStream(daysParam, focusParam)) {
+        if (ev.type === 'meta') setAnalysisMeta({ summary: ev.summary })
+        else if (ev.type === 'delta') setAnalysis(a => a + (ev.content ?? ''))
+        else if (ev.type === 'error') setAnalysisError(ev.message ?? '未知错误')
+        // done: 无操作
+      }
+    } catch (e) {
+      setAnalysisError(e instanceof Error ? e.message : String(e))
+    } finally {
+      setAnalyzing(false)
+    }
+  }, [])
+
+  // 数据请求: React Query 缓存, 同 days 5 分钟内重开秒开
+  const { data, isLoading, error } = useQuery({
+    queryKey: QK.rpsRotation(days),
+    queryFn: () => api.rpsRotation(days),
+    staleTime: 5 * 60 * 1000,
+  })
+
+  const dates = data?.dates ?? []
+  const columns = data?.columns ?? {}
+  const conceptCount = data?.concept_count ?? 0
+
+  // 行数 = 最长那列的长度(理论上每天概念数应一致, 取最大兜底)
+  const rowCount = useMemo(
+    () => dates.reduce((m, d) => Math.max(m, columns[d]?.length ?? 0), 0),
+    [dates, columns],
+  )
+
+  // 行索引: 翻转时不重排数据, 只翻转访问索引(省一次大数组操作)
+  const getRowIndex = useCallback(
+    (displayIdx: number) => (reversed ? rowCount - 1 - displayIdx : displayIdx),
+    [reversed, rowCount],
+  )
+
+  // ---- 手写虚拟滚动 ----
+  // 监听滚动容器 scrollTop, 只渲染 [firstIdx, lastIdx] 范围内的行。
+  // 387 行只画可视的 ~25 行 + overscan, DOM 恒定 ~30 行 × N 列, 滚动 60fps。
+  const scrollRef = useRef<HTMLDivElement>(null)
+  // AI 报告区滚动容器: 流式生成时自动滚到底部
+  const analysisRef = useRef<HTMLDivElement>(null)
+  const [visibleRange, setVisibleRange] = useState({ start: 0, end: 25 })
+
+  // 流式生成中: analysis 每次追加都把报告区滚到底部, 跟踪最新文字
+  useEffect(() => {
+    if (!analyzing) return
+    const el = analysisRef.current
+    if (el) el.scrollTop = el.scrollHeight
+  }, [analysis, analyzing])
+
+  const handleScroll = useCallback(() => {
+    const el = scrollRef.current
+    if (!el) return
+    const scrollTop = el.scrollTop
+    const viewportH = el.clientHeight
+    const start = Math.max(0, Math.floor(scrollTop / ROW_HEIGHT) - OVERSCAN)
+    const end = Math.min(rowCount, Math.ceil((scrollTop + viewportH) / ROW_HEIGHT) + OVERSCAN)
+    setVisibleRange(prev => (prev.start === start && prev.end === end ? prev : { start, end }))
+  }, [rowCount])
+
+  useEffect(() => {
+    // rowCount 变化(切天数/数据到达)时重算可视范围
+    handleScroll()
+  }, [handleScroll, rowCount])
+
+  // ESC 关闭
+  useEffect(() => {
+    const onKey = (e: KeyboardEvent) => { if (e.key === 'Escape') onClose() }
+    window.addEventListener('keydown', onKey)
+    return () => window.removeEventListener('keydown', onKey)
+  }, [onClose])
+
+  // 选中概念的追踪行: 找出它在每个日期列的(排名, 涨幅)。
+  // 每列已按涨幅降序排好, 故排名 = 该概念在数组里的索引 + 1。
+  // 未入选该日(概念当天无数据)显示空, 便于横向看排名变化。
+  const selectedRow = useMemo(() => {
+    if (!selected) return null
+    const cells: ({ rank: number; pct: number } | null)[] = []
+    for (const d of dates) {
+      const col = columns[d] ?? []
+      const idx = col.findIndex(([name]) => name === selected)
+      cells.push(idx >= 0 ? { rank: idx + 1, pct: col[idx][1] } : null)
+    }
+    return cells
+  }, [selected, dates, columns])
+
+  const renderRows = useMemo(() => {
+    const rows: JSX.Element[] = []
+    for (let displayIdx = visibleRange.start; displayIdx < visibleRange.end; displayIdx++) {
+      const rawIdx = getRowIndex(displayIdx)
+      const cells = dates.map((d) => {
+        const cell = columns[d]?.[rawIdx]
+        if (!cell) {
+          return (
+            <td key={d} className="px-2 py-1 text-center text-muted/40">
+              <span className="text-[10px]">—</span>
+            </td>
+          )
+        }
+        const [name, pct] = cell
+        const isSelected = selected === name
+        return (
+          <td
+            key={d}
+            onClick={() => setSelected(prev => prev === name ? null : name)}
+            className={cn(
+              'px-2 py-1 cursor-pointer whitespace-nowrap text-center align-middle transition-colors',
+              pctBgClass(pct),
+              isSelected && 'ring-1 ring-inset ring-accent bg-accent/20',
+            )}
+          >
+            <div className="flex flex-col items-center gap-0.5 leading-tight">
+              <span className={cn(
+                'text-[11px] max-w-[84px] truncate',
+                isSelected ? 'text-accent font-medium' : 'text-secondary',
+              )} title={name}>{name}</span>
+              <span className={cn(
+                'text-[10px] tabular-nums',
+                pct > 0 ? 'text-bull' : pct < 0 ? 'text-bear' : 'text-muted',
+              )}>{fmtPct(pct)}</span>
+            </div>
+          </td>
+        )
+      })
+      rows.push(
+        <tr
+          key={displayIdx}
+          style={{ height: ROW_HEIGHT }}
+          className="border-b border-border/30"
+        >
+          <td className="sticky left-0 z-10 bg-surface px-2 text-center text-[10px] text-muted tabular-nums border-r border-border/40">
+            {displayIdx + 1}
+          </td>
+          {cells}
+        </tr>,
+      )
+    }
+    return rows
+  }, [visibleRange, getRowIndex, dates, columns, selected])
+
+  return (
+    <AnimatePresence>
+      <motion.div
+        initial={{ opacity: 0 }}
+        animate={{ opacity: 1 }}
+        exit={{ opacity: 0 }}
+        className="fixed inset-0 z-50 flex items-center justify-center bg-black/50"
+        onClick={e => { if (e.target === e.currentTarget) onClose() }}
+      >
+        <motion.div
+          initial={{ opacity: 0, scale: 0.95, y: 10 }}
+          animate={{ opacity: 1, scale: 1, y: 0 }}
+          exit={{ opacity: 0, scale: 0.95, y: 10 }}
+          transition={{ duration: 0.15, ease: [0.16, 1, 0.3, 1] }}
+          className="w-[92vw] max-w-[1100px] h-[88vh] bg-surface border border-border rounded-card shadow-xl flex flex-col"
+        >
+          {/* 标题栏 */}
+          <div className="flex items-center justify-between px-4 py-2.5 border-b border-border shrink-0">
+            <div className="flex items-center gap-2">
+              <Repeat className="h-4 w-4 text-accent" />
+              <span className="text-sm font-medium text-foreground">概念涨幅轮动</span>
+              <span className="text-[11px] text-muted">
+                {conceptCount > 0 ? `${dates.length} 天 · ${conceptCount} 个概念` : '暂无数据'}
+              </span>
+            </div>
+            <button onClick={onClose} className="p-1 rounded hover:bg-elevated transition-colors cursor-pointer">
+              <X className="h-4 w-4 text-muted" />
+            </button>
+          </div>
+
+          {/* 上半区: AI 轮动分析 */}
+          <div className="shrink-0 border-b border-border flex flex-col max-h-[42%]">
+            {/* 标题栏: 标题 + meta 摘要 + focus 输入 + 触发按钮 */}
+            <div className="flex items-center gap-2 px-4 py-1.5 bg-elevated/30 shrink-0">
+              <Sparkles className={cn('h-3.5 w-3.5 text-accent/60', analyzing && 'animate-pulse')} />
+              <span className="text-[11px] text-muted shrink-0">AI 轮动分析</span>
+              {analysisMeta?.summary && (
+                <span className="text-[11px] text-accent/80 truncate">{analysisMeta.summary}</span>
+              )}
+              <div className="flex items-center gap-1.5 ml-auto">
+                <input
+                  type="text"
+                  value={focus}
+                  onChange={e => setFocus(e.target.value)}
+                  placeholder="关注点(可选)"
+                  disabled={analyzing}
+                  className="w-28 px-2 py-0.5 text-[11px] bg-elevated/50 border border-border rounded-btn text-foreground placeholder:text-muted/50 focus:outline-none focus:border-accent/40 disabled:opacity-50"
+                />
+                <button
+                  onClick={() => runAnalysis(days, focus)}
+                  disabled={analyzing}
+                  className={cn(
+                    'inline-flex items-center gap-1 px-2 py-0.5 rounded-btn text-[11px] transition-colors cursor-pointer border',
+                    analyzing
+                      ? 'opacity-60 cursor-not-allowed border-border text-muted'
+                      : 'bg-accent/10 text-accent border-accent/30 hover:bg-accent/20',
+                  )}
+                >
+                  {analyzing
+                    ? <><RefreshCw className="h-3 w-3 animate-spin" />分析中</>
+                    : analysis
+                      ? <><RefreshCw className="h-3 w-3" />重新分析</>
+                      : <><Sparkles className="h-3 w-3" />生成分析</>}
+                </button>
+              </div>
+            </div>
+
+            {/* 报告内容区: 四态渲染 */}
+            <div ref={analysisRef} className="flex-1 min-h-0 overflow-auto">
+              {analysisError ? (
+                <div className="flex items-center gap-2 px-4 py-4 text-[11px] text-danger">
+                  <AlertCircle className="h-3.5 w-3.5 shrink-0" />
+                  <span>{analysisError}</span>
+                  <button
+                    onClick={() => runAnalysis(days, focus)}
+                    className="ml-auto text-accent hover:underline shrink-0"
+                  >重试</button>
+                </div>
+              ) : analysis || analyzing ? (
+                <div className="px-4 py-2.5 text-[12px] leading-relaxed">
+                  <MarkdownRenderer content={analysis} />
+                  {analyzing && (
+                    <span className="inline-block w-1.5 h-3.5 bg-accent animate-pulse align-middle ml-0.5" />
+                  )}
+                </div>
+              ) : (
+                <div className="px-4 py-4 text-center text-[11px] text-muted/60">
+                  点击「生成分析」,AI 将从主线研判 / 新晋强势 / 退潮预警 / 机构vs游资 等角度分析最近 {days} 天的概念轮动
+                </div>
+              )}
+            </div>
+          </div>
+
+          {/* 工具栏 */}
+          <div className="flex items-center gap-3 px-4 py-2 border-b border-border shrink-0">
+            <div className="flex items-center gap-1.5">
+              <span className="text-[11px] text-muted">天数</span>
+              <input
+                type="range"
+                min={MIN_DAYS}
+                max={MAX_DAYS}
+                step={1}
+                value={days}
+                onChange={e => setDays(Number(e.target.value))}
+                className="w-24 accent-accent cursor-pointer"
+              />
+              <span className="text-[11px] text-secondary tabular-nums w-5">{days}</span>
+            </div>
+            <button
+              onClick={() => setReversed(r => !r)}
+              className={cn(
+                'inline-flex items-center gap-1 px-2 py-1 rounded-btn text-[11px] transition-colors cursor-pointer border',
+                reversed
+                  ? 'bg-accent/10 text-accent border-accent/30'
+                  : 'border-border text-muted hover:text-secondary hover:bg-elevated',
+              )}
+              title="翻转排序(高↔低)"
+            >
+              <ArrowDownUp className="h-3 w-3" />
+              {reversed ? '低→高' : '高→低'}
+            </button>
+            {selected && (
+              <button
+                onClick={() => setSelected(null)}
+                className="text-[11px] text-accent hover:underline cursor-pointer"
+              >
+                取消追踪「{selected}」
+              </button>
+            )}
+          </div>
+
+          {/* 下半区: 涨幅轮动矩阵(虚拟滚动) */}
+          <div className="flex-1 min-h-0 flex flex-col">
+            {isLoading ? (
+              <div className="flex items-center justify-center py-16">
+                <div className="w-5 h-5 border-2 border-accent/30 border-t-accent rounded-full animate-spin" />
+              </div>
+            ) : error ? (
+              <div className="flex items-center justify-center py-16 text-[11px] text-danger">
+                加载失败,请稍后重试
+              </div>
+            ) : rowCount === 0 ? (
+              <div className="flex items-center justify-center py-16 text-[11px] text-muted">
+                暂无概念数据,请先在「概念分析」页配置并获取概念数据源
+              </div>
+            ) : (
+              <div
+                ref={scrollRef}
+                onScroll={handleScroll}
+                className="flex-1 overflow-auto"
+              >
+                <table className="min-w-full border-collapse">
+                  {/* 表头: 日期列, 最新在最左 */}
+                  <thead className="sticky top-0 z-20 bg-surface">
+                    <tr>
+                      <th className="sticky left-0 z-30 bg-surface px-2 py-1.5 text-[10px] font-normal text-muted border-b border-r border-border/40">
+                        #
+                      </th>
+                      {dates.map(d => (
+                        <th
+                          key={d}
+                          className="px-2 py-1.5 text-[10px] font-normal text-muted border-b border-border/40 whitespace-nowrap text-center"
+                          title={d}
+                        >
+                          {shortDate(d)}
+                        </th>
+                      ))}
+                    </tr>
+                    {/* 选中概念追踪行: 在日期表头下方单独一行, 横向展示它在各日的排名+涨幅 */}
+                    <AnimatePresence>
+                      {selected && selectedRow && (
+                        <motion.tr
+                          initial={{ opacity: 0, height: 0 }}
+                          animate={{ opacity: 1, height: 'auto' }}
+                          exit={{ opacity: 0, height: 0 }}
+                          transition={{ duration: 0.15 }}
+                          className="border-b border-accent/20 bg-accent/5"
+                        >
+                          <td className="sticky left-0 z-30 bg-surface px-2 py-1 text-center border-r border-border/40">
+                            <span className="text-[10px] text-accent truncate block max-w-[44px]" title={selected}>
+                              {selected}
+                            </span>
+                          </td>
+                          {selectedRow.map((cell, i) => (
+                            <td key={i} className="px-2 py-1 text-center whitespace-nowrap align-middle">
+                              {cell ? (
+                                <div className="flex flex-col items-center gap-0.5 leading-tight">
+                                  <span className={cn(
+                                    'text-[11px] font-medium tabular-nums',
+                                    rankColorClass(cell.rank, conceptCount),
+                                  )}>
+                                    #{cell.rank}
+                                  </span>
+                                  <span className={cn(
+                                    'text-[10px] tabular-nums',
+                                    cell.pct > 0 ? 'text-bull' : cell.pct < 0 ? 'text-bear' : 'text-muted',
+                                  )}>
+                                    {fmtPct(cell.pct)}
+                                  </span>
+                                </div>
+                              ) : (
+                                <span className="text-[10px] text-muted/40">—</span>
+                              )}
+                            </td>
+                          ))}
+                        </motion.tr>
+                      )}
+                    </AnimatePresence>
+                  </thead>
+                  <tbody>
+                    {/* 顶部占位: 把滚动位置撑起来 */}
+                    {visibleRange.start > 0 && (
+                      <tr style={{ height: visibleRange.start * ROW_HEIGHT }}>
+                        <td colSpan={dates.length + 1} />
+                      </tr>
+                    )}
+                    {renderRows}
+                    {/* 底部占位 */}
+                    {visibleRange.end < rowCount && (
+                      <tr style={{ height: (rowCount - visibleRange.end) * ROW_HEIGHT }}>
+                        <td colSpan={dates.length + 1} />
+                      </tr>
+                    )}
+                  </tbody>
+                </table>
+              </div>
+            )}
+          </div>
+
+          {/* 底部提示 */}
+          <div className="px-4 py-1.5 border-t border-border shrink-0">
+            <span className="text-[10px] text-muted">
+              每列各自按当日涨幅排序 · 点击单元格追踪概念在各日的排名变化
+            </span>
+          </div>
+        </motion.div>
+      </motion.div>
+    </AnimatePresence>
+  )
+}
@@ -31,7 +31,7 @@ function SealedDirBlock({ title, color, counts, rawTotal }: {
      </div>
      <div className="flex gap-3 px-1 text-[10px]">
        <span className={`flex items-center gap-0.5 text-${color}`}><span className={`h-1 w-1 rounded-full bg-${color}`} />真封 {real}</span>
-        <span className="flex items-center gap-0.5 text-yellow-600 dark:text-yellow-500"><span className="h-1 w-1 rounded-full bg-yellow-500" />假 {fake}</span>
+        <span className="flex items-center gap-0.5 text-yellow-500"><span className="h-1 w-1 rounded-full bg-yellow-500" />假 {fake}</span>
        {pending > 0 && (
          <span className="flex items-center gap-0.5 text-muted"><span className="h-1 w-1 rounded-full bg-muted" />待 {pending}</span>
        )}
@@ -77,11 +77,11 @@ export function SealedBadge({ degraded, hasDepth, isHistorical, sealedReady, sea
    <div className="relative inline-flex items-center">
      <button
        onClick={() => setShowHint(v => !v)}
-        className="group inline-flex items-center gap-1 h-5 px-2 rounded-full bg-yellow-100 dark:bg-yellow-500/10 border border-yellow-300 dark:border-yellow-500/30 cursor-help transition-all hover:bg-yellow-200 dark:hover:bg-yellow-500/20 hover:border-yellow-400 dark:hover:border-yellow-500/50"
+        className="group inline-flex items-center gap-1 h-5 px-2 rounded-full bg-yellow-500/10 border border-yellow-500/30 cursor-help transition-all hover:bg-yellow-500/20 hover:border-yellow-500/50"
      >
        <span className="h-1.5 w-1.5 rounded-full bg-yellow-500" />
-        <span className="text-[10px] font-medium text-yellow-700 dark:text-yellow-600 leading-none">{label}</span>
-        <HelpCircle className="h-3 w-3 text-yellow-600/70 dark:text-yellow-500/70 group-hover:text-yellow-600 dark:group-hover:text-yellow-500 transition-colors" />
+        <span className="text-[10px] font-medium text-yellow-600 dark:text-yellow-500 leading-none">{label}</span>
+        <HelpCircle className="h-3 w-3 text-yellow-500/70 group-hover:text-yellow-500 transition-colors" />
      </button>
      <AnimatePresence>
        {showHint && (
@@ -42,7 +42,7 @@ export function StockIntradayChart({
  })

  const minuteRows: MinuteKlineRow[] = useMemo(() => minute.data?.rows ?? [], [minute.data?.rows])
-  // source=none 表示本地无数据且数据源也拉不到 (停牌/复牌延迟/非交易日)
+  // source=none 表示本地无数据且 TickFlow 也拉不到 (停牌/复牌延迟/非交易日)
  // 此时不弹"是否获取"询问窗, 只做静态提示, 避免误导用户去拉明知拉不到的数据
  const sourceIsNone = minute.data?.source === 'none'

@@ -1,78 +0,0 @@
-import { createContext, useContext, useEffect, useState } from 'react'
-import { storage } from '@/lib/storage'
-
-export type Theme = 'light' | 'dark' | 'system'
-export type ResolvedTheme = 'light' | 'dark'
-
-interface ThemeContextValue {
-  theme: Theme
-  resolved: ResolvedTheme
-  setTheme: (theme: Theme) => void
-}
-
-const ThemeContext = createContext<ThemeContextValue | null>(null)
-
-function resolveTheme(theme: Theme): ResolvedTheme {
-  if (theme !== 'system') return theme
-  if (typeof window === 'undefined') return 'dark'
-  return window.matchMedia('(prefers-color-scheme: dark)').matches ? 'dark' : 'light'
-}
-
-function updateMetaThemeColor(resolved: ResolvedTheme) {
-  if (typeof document === 'undefined') return
-  const meta = document.querySelector('meta[name="theme-color"]')
-  if (!meta) return
-  // 暗色保持品牌紫, 浅色使用浅色背景避免状态栏突兀
-  meta.setAttribute('content', resolved === 'dark' ? '#8B5CF6' : '#FAFAFA')
-}
-
-export function ThemeProvider({ children }: { children: React.ReactNode }) {
-  const [theme, setThemeState] = useState<Theme>(() => {
-    const saved = storage.theme.get('system')
-    return saved === 'light' || saved === 'dark' || saved === 'system' ? saved : 'system'
-  })
-  const [resolved, setResolved] = useState<ResolvedTheme>(() => resolveTheme(theme))
-
-  useEffect(() => {
-    const nextResolved = resolveTheme(theme)
-    setResolved(nextResolved)
-
-    const root = document.documentElement
-    root.classList.remove('light', 'dark')
-    root.classList.add(nextResolved)
-    storage.theme.set(theme)
-    updateMetaThemeColor(nextResolved)
-  }, [theme])
-
-  useEffect(() => {
-    if (theme !== 'system') return
-    const media = window.matchMedia('(prefers-color-scheme: dark)')
-    const handler = () => {
-      const nextResolved = resolveTheme('system')
-      setResolved(nextResolved)
-      document.documentElement.classList.remove('light', 'dark')
-      document.documentElement.classList.add(nextResolved)
-      updateMetaThemeColor(nextResolved)
-    }
-    media.addEventListener('change', handler)
-    return () => media.removeEventListener('change', handler)
-  }, [theme])
-
-  const setTheme = (next: Theme) => {
-    setThemeState(next)
-  }
-
-  return (
-    <ThemeContext.Provider value={{ theme, resolved, setTheme }}>
-      {children}
-    </ThemeContext.Provider>
-  )
-}
-
-export function useTheme(): ThemeContextValue {
-  const ctx = useContext(ThemeContext)
-  if (!ctx) {
-    throw new Error('useTheme must be used within ThemeProvider')
-  }
-  return ctx
-}
@@ -0,0 +1,106 @@
+/**
+ * 回测预热期徽标 — 点击弹出说明气泡。
+ *
+ * 解释「回测开头几个月没有交易」这一高频疑问: 技术指标需要历史数据预热,
+ * 系统会自动在回测起点之前多取约 120 天 (≈4 个月) 数据; 若本地数据恰好从
+ * 起点才开始, 开头几个月指标算不出、信号不触发, 属正常现象。
+ *
+ * 实现要点:
+ *   - 点击触发 (非 hover), 移动端友好
+ *   - 用 createPortal 渲染到 body, 绕开父容器 overflow 裁剪 (回测配置面板有 overflow-y-auto)
+ *   - 全屏透明遮罩点击关闭 + ESC 关闭
+ *   - 气泡位置 = 锚点 rect 实时计算, 自动判断向左/向右展开避免溢出屏幕
+ */
+import { useEffect, useLayoutEffect, useRef, useState } from 'react'
+import { createPortal } from 'react-dom'
+import { AnimatePresence, motion } from 'framer-motion'
+import { Info } from 'lucide-react'
+
+interface Pos { top: number; left: number }
+
+export function WarmupBadge() {
+  const [open, setOpen] = useState(false)
+  const anchorRef = useRef<HTMLButtonElement>(null)
+  const [pos, setPos] = useState<Pos>({ top: 0, left: 0 })
+
+  // 打开时根据锚点 rect 计算气泡位置 (向下方弹出)
+  useLayoutEffect(() => {
+    if (!open || !anchorRef.current) return
+    const rect = anchorRef.current.getBoundingClientRect()
+    const POPUP_W = 272
+    const GAP = 8
+    // 优先左对齐锚点; 右侧不够则右对齐; 兜底贴左边
+    let left = rect.left
+    if (left + POPUP_W > window.innerWidth - 8) {
+      left = rect.right - POPUP_W
+    }
+    left = Math.max(8, left)
+    setPos({ top: rect.bottom + GAP, left })
+  }, [open])
+
+  // ESC 关闭
+  useEffect(() => {
+    if (!open) return
+    const onKey = (e: KeyboardEvent) => { if (e.key === 'Escape') setOpen(false) }
+    document.addEventListener('keydown', onKey)
+    return () => document.removeEventListener('keydown', onKey)
+  }, [open])
+
+  return (
+    <>
+      <button
+        ref={anchorRef}
+        type="button"
+        onClick={() => setOpen(o => !o)}
+        className="inline-flex items-center gap-0.5 rounded-full px-1.5 text-[10px] text-amber-500/70 transition-colors hover:bg-amber-400/10 hover:text-amber-500"
+        title="为什么开头可能没交易?"
+      >
+        <Info className="h-3 w-3" strokeWidth={1.5} />
+        预热 ≥120 天
+      </button>
+
+      {createPortal(
+        <AnimatePresence>
+          {open && (
+            <>
+              {/* 全屏透明遮罩: 点击关闭 */}
+              <div
+                className="fixed inset-0 z-[60]"
+                onClick={() => setOpen(false)}
+              />
+              {/* 气泡: 绝对定位到 body, 绕开 overflow 裁剪 */}
+              <motion.div
+                initial={{ opacity: 0, y: -4, scale: 0.96 }}
+                animate={{ opacity: 1, y: 0, scale: 1 }}
+                exit={{ opacity: 0, y: -4, scale: 0.96 }}
+                transition={{ duration: 0.15 }}
+                style={{ position: 'fixed', top: pos.top, left: pos.left, width: 272 }}
+                className="z-[70] rounded-btn border border-border bg-surface p-3 text-[11px] leading-relaxed text-secondary shadow-2xl"
+                onClick={e => e.stopPropagation()}
+              >
+                <div className="mb-1.5 font-medium text-foreground">为什么开头几个月可能没有交易?</div>
+                <p className="text-muted">
+                  技术指标 (MA / MACD / RSI 等) 需要历史数据才能算出。系统会自动在回测起点之前多取约
+                  <span className="font-medium text-amber-300"> 120 天 (≈4 个月)</span> 数据做预热。
+                </p>
+                <p className="mt-1.5 text-muted">
+                  若本地数据恰好从回测起点才开始, 开头几个月指标算不出、信号不触发,
+                  <span className="text-secondary"> 属正常现象, 不是 bug</span>。等数据攒够后自然开始产生交易。
+                </p>
+                <div className="mt-2 border-t border-border/60 pt-2 text-muted">
+                  <span className="text-secondary">解决:</span> 把历史数据补到回测起点之前至少半年, 或把起点往后挪。
+                </div>
+                {/* 小箭头指向锚点 */}
+                <div
+                  className="absolute -top-1 h-2 w-2 rotate-45 border-l border-t border-border bg-surface"
+                  style={{ left: 12 }}
+                />
+              </motion.div>
+            </>
+          )}
+        </AnimatePresence>,
+        document.body,
+      )}
+    </>
+  )
+}
@@ -12,9 +12,12 @@ import { useMemo, useState } from 'react'
 import { useQuery } from '@tanstack/react-query'
 import { motion } from 'framer-motion'
 import {
+  AlertCircle,
  BarChart3,
  ChevronDown,
  Database,
+  DownloadCloud,
+  RefreshCw,
  Search,
  Settings2,
  Tags,
@@ -449,3 +452,50 @@ export function ConfigButton({ onClick }: { onClick: () => void }) {
    </button>
  )
 }
+
+/**
+ * 内置预设 (概念/行业) 数据获取空状态。
+ *
+ * 当检测到内置预设存在但无数据时, 展示图标 + 提示 + 「获取数据」按钮,
+ * 让用户手动触发拉取 (POST /api/ext-data/presets/{id}/fetch), 而非自动拉取。
+ */
+export function PresetFetchState({
+  title,
+  hint,
+  isLoading,
+  error,
+  onFetch,
+}: {
+  title: string
+  hint: string
+  isLoading: boolean
+  error: unknown
+  onFetch: () => void
+}) {
+  const errMsg = error instanceof Error ? error.message : error ? String(error) : ''
+  return (
+    <div className="h-full grid place-items-center px-8 py-16">
+      <div className="text-center max-w-md">
+        <DownloadCloud className="mx-auto h-10 w-10 text-muted" strokeWidth={1.5} />
+        <h2 className="mt-4 text-base font-medium text-foreground">{title}</h2>
+        <p className="mt-2 text-sm text-secondary leading-relaxed">{hint}</p>
+        <button
+          onClick={onFetch}
+          disabled={isLoading}
+          className="mt-5 inline-flex items-center gap-2 rounded-lg bg-accent px-4 py-2 text-sm font-medium text-white transition-colors hover:brightness-110 disabled:opacity-60"
+        >
+          {isLoading ? (
+            <><RefreshCw className="h-4 w-4 animate-spin" /> 获取中...</>
+          ) : (
+            <><DownloadCloud className="h-4 w-4" /> 获取数据</>
+          )}
+        </button>
+        {errMsg && (
+          <p className="mt-3 flex items-center justify-center gap-1.5 text-xs text-bear">
+            <AlertCircle className="h-3.5 w-3.5" /> {errMsg}
+          </p>
+        )}
+      </div>
+    </div>
+  )
+}
@@ -8,7 +8,7 @@ import type { PipelineJob } from '@/lib/api'
 export const STAGE_LABELS: Record<string, string> = {
  init: '初始化',
  resolve_universe: '解析标的池',
-  sync_instruments: '同步标的维表',
+  sync_instruments: '同步个股维表',
  sync_daily: '同步日 K',
  sync_adj: '同步除权因子',
  compute_enriched: '计算技术指标',
@@ -0,0 +1,253 @@
+import { useState } from 'react'
+import {
+  DndContext,
+  closestCenter,
+  KeyboardSensor,
+  PointerSensor,
+  useSensor,
+  useSensors,
+  type DragEndEvent,
+} from '@dnd-kit/core'
+import {
+  arrayMove,
+  SortableContext,
+  sortableKeyboardCoordinates,
+  useSortable,
+  verticalListSortingStrategy,
+} from '@dnd-kit/sortable'
+import { CSS } from '@dnd-kit/utilities'
+import { Check, GripVertical } from 'lucide-react'
+import { storage } from '@/lib/storage'
+
+export type CardKey =
+  | 'instruments' | 'daily' | 'adj_factor' | 'enriched'
+  | 'index' | 'etf' | 'minute' | 'financials'
+
+interface CardDef {
+  key: CardKey
+  label: string
+  desc: string
+  /** 档位能力不足时该卡片是否默认隐藏(减少干扰) */
+  defaultHiddenIfNoCap: boolean
+  /** 无条件默认隐藏(用户可在设置里手动开启) */
+  defaultHidden?: boolean
+}
+
+/** 数据画像卡片定义 —— 默认顺序即此数组顺序 */
+export const DATA_CARD_DEFS: CardDef[] = [
+  { key: 'instruments', label: '个股维表', desc: 'A 股股票元数据', defaultHiddenIfNoCap: false },
+  { key: 'daily',       label: '日 K',     desc: 'A 股日K线数据',          defaultHiddenIfNoCap: false },
+  { key: 'adj_factor',  label: '除权因子', desc: '复权计算因子',           defaultHiddenIfNoCap: true },
+  { key: 'enriched',    label: 'Enriched', desc: '技术指标计算结果',       defaultHiddenIfNoCap: false },
+  { key: 'index',       label: '指数',     desc: '主要市场指数日K',        defaultHiddenIfNoCap: false },
+  { key: 'etf',         label: 'ETF',      desc: '场内交易基金日K',         defaultHiddenIfNoCap: false, defaultHidden: true },
+  { key: 'minute',      label: '分钟 K',   desc: '分钟级K线(需 Pro+)',     defaultHiddenIfNoCap: true },
+  { key: 'financials',  label: '财务数据', desc: '财报数据(需 Expert)',    defaultHiddenIfNoCap: true },
+]
+
+const DEFAULT_ORDER = DATA_CARD_DEFS.map(d => d.key)
+/** 恢复默认时显示的卡片数量(按默认顺序取前 N 张) */
+const DEFAULT_VISIBLE_COUNT = 5
+
+const CAP_KEY_MAP: Partial<Record<CardKey, string>> = {
+  adj_factor: 'adj_factor',
+  minute: 'kline.minute.batch',
+  financials: 'financial',
+}
+
+/**
+ * 读取卡片显隐状态。结合档位能力决定默认值:
+ * - 用户显式设置过 → 用设置值
+ * - 未设置 + defaultHidden → 隐藏(无条件默认隐藏)
+ * - 未设置 + defaultHiddenIfNoCap + 当前无能力 → 隐藏
+ * - 其他 → 显示
+ */
+export function getCardVisibility(
+  caps: Record<string, unknown> | undefined,
+): Record<string, boolean> {
+  const has = (capKey: string) => !capKey || !!caps?.[capKey]
+  const override = storage.dataCardVisible.get({})
+  const result: Record<string, boolean> = {}
+  for (const def of DATA_CARD_DEFS) {
+    if (def.key in override) {
+      result[def.key] = override[def.key]
+    } else if (def.defaultHidden) {
+      result[def.key] = false
+    } else {
+      result[def.key] = def.defaultHiddenIfNoCap ? has(CAP_KEY_MAP[def.key] ?? '') : true
+    }
+  }
+  return result
+}
+
+/**
+ * 读取卡片显示顺序。
+ * - 用户拖拽设置过 → 用设置值(过滤掉已不存在的 key, 补齐新增的 key)
+ * - 未设置 → 用 DATA_CARD_DEFS 默认顺序
+ */
+export function getCardOrder(): CardKey[] {
+  const saved = storage.dataCardOrder.get([])
+  if (!saved.length) return [...DEFAULT_ORDER]
+  const known = new Set<CardKey>(DEFAULT_ORDER)
+  const ordered = saved.filter(k => known.has(k as CardKey)) as CardKey[]
+  // 补齐新增的 key(默认顺序里新增的卡片追加到末尾)
+  for (const k of DEFAULT_ORDER) {
+    if (!ordered.includes(k)) ordered.push(k)
+  }
+  return ordered
+}
+
+export function PageSettingsModal({
+  caps,
+}: {
+  caps: Record<string, unknown> | undefined
+}) {
+  const [visible, setVisible] = useState<Record<string, boolean>>(() => getCardVisibility(caps))
+  const [order, setOrder] = useState<CardKey[]>(() => getCardOrder())
+
+  const persistVisible = (next: Record<string, boolean>) => {
+    setVisible(next)
+    storage.dataCardVisible.set(next)
+    window.dispatchEvent(new CustomEvent('data-card-visible-change'))
+  }
+  const persistOrder = (next: CardKey[]) => {
+    setOrder(next)
+    storage.dataCardOrder.set(next)
+    window.dispatchEvent(new CustomEvent('data-card-visible-change'))
+  }
+
+  const toggle = (key: CardKey) => persistVisible({ ...visible, [key]: !(visible[key] ?? true) })
+
+  const reset = () => {
+    // 恢复默认: 默认顺序 + 仅勾选前 5 张卡片, 其余隐藏
+    const defaultOrder = [...DEFAULT_ORDER]
+    const defaultVisible: Record<string, boolean> = {}
+    defaultOrder.forEach((k, i) => { defaultVisible[k] = i < DEFAULT_VISIBLE_COUNT })
+    storage.dataCardVisible.set(defaultVisible)
+    storage.dataCardOrder.set(defaultOrder)
+    setVisible(defaultVisible)
+    setOrder(defaultOrder)
+    window.dispatchEvent(new CustomEvent('data-card-visible-change'))
+  }
+
+  const sensors = useSensors(
+    useSensor(PointerSensor, { activationConstraint: { distance: 5 } }),
+    useSensor(KeyboardSensor, { coordinateGetter: sortableKeyboardCoordinates }),
+  )
+
+  const handleDragEnd = (event: DragEndEvent) => {
+    const { active, over } = event
+    if (!over || active.id === over.id) return
+    const oldIdx = order.indexOf(active.id as CardKey)
+    const newIdx = order.indexOf(over.id as CardKey)
+    if (oldIdx < 0 || newIdx < 0) return
+    persistOrder(arrayMove(order, oldIdx, newIdx))
+  }
+
+  // 按 order 排序卡片定义
+  const defByKey = new Map(DATA_CARD_DEFS.map(d => [d.key, d]))
+  const orderedDefs = order.map(k => defByKey.get(k)!).filter(Boolean)
+
+  return (
+    <div className="space-y-2.5">
+      <p className="text-xs text-secondary leading-relaxed">
+        拖动手柄调整卡片顺序,勾选控制显隐。未勾选的卡片将隐藏,不影响数据本身。
+      </p>
+      <DndContext
+        sensors={sensors}
+        collisionDetection={closestCenter}
+        onDragEnd={handleDragEnd}
+      >
+        <SortableContext items={order} strategy={verticalListSortingStrategy}>
+          <div className="space-y-1.5">
+            {orderedDefs.map((def) => {
+              const on = visible[def.key] ?? true
+              return (
+                <SortableCardRow
+                  key={def.key}
+                  id={def.key}
+                  label={def.label}
+                  desc={def.desc}
+                  on={on}
+                  onToggle={() => toggle(def.key)}
+                />
+              )
+            })}
+          </div>
+        </SortableContext>
+      </DndContext>
+      <div className="flex items-center justify-end pt-1">
+        <button
+          onClick={reset}
+          className="px-2 py-0.5 rounded-btn text-[10px] text-secondary hover:text-foreground transition-colors"
+        >
+          恢复默认
+        </button>
+      </div>
+    </div>
+  )
+}
+
+// ── 可拖拽的卡片行 ──
+function SortableCardRow({
+  id, label, desc, on, onToggle,
+}: {
+  id: CardKey
+  label: string
+  desc: string
+  on: boolean
+  onToggle: () => void
+}) {
+  const {
+    attributes,
+    listeners,
+    setNodeRef,
+    transform,
+    transition,
+    isDragging,
+  } = useSortable({ id })
+
+  const style = {
+    transform: CSS.Transform.toString(transform),
+    transition,
+    opacity: isDragging ? 0.6 : 1,
+    zIndex: isDragging ? 10 : undefined,
+  }
+
+  return (
+    <div
+      ref={setNodeRef}
+      style={style}
+      className={`flex items-center gap-2 rounded-card border px-3 py-2 transition-colors ${
+        isDragging ? 'bg-elevated shadow-lg' : ''
+      } ${on ? 'border-accent/40 bg-accent/[0.05]' : 'border-border bg-base/30'}`}
+    >
+      {/* 拖拽手柄 */}
+      <button
+        type="button"
+        {...attributes}
+        {...listeners}
+        className="cursor-grab active:cursor-grabbing text-muted hover:text-foreground transition-colors shrink-0"
+        title="拖动排序"
+      >
+        <GripVertical className="h-4 w-4" />
+      </button>
+      {/* 显隐勾选 */}
+      <button
+        type="button"
+        onClick={onToggle}
+        className={`flex h-4 w-4 shrink-0 items-center justify-center rounded border transition-colors ${
+          on ? 'bg-accent border-accent' : 'bg-base border-border'
+        }`}
+        role="checkbox"
+        aria-checked={on}
+      >
+        {on && <Check className="h-3 w-3 text-white" strokeWidth={3} />}
+      </button>
+      <div className="min-w-0 flex-1">
+        <div className="text-xs font-medium text-foreground">{label}</div>
+        <div className="text-[10px] text-muted leading-snug">{desc}</div>
+      </div>
+    </div>
+  )
+}
@@ -0,0 +1,86 @@
+import { useMutation, useQuery, useQueryClient } from '@tanstack/react-query'
+import { Check, Loader2 } from 'lucide-react'
+import { api } from '@/lib/api'
+import { QK } from '@/lib/queryKeys'
+
+type PullKey = 'pipeline_pull_a_share' | 'pipeline_pull_etf' | 'pipeline_pull_index'
+
+interface ScopeItem {
+  key: PullKey
+  label: string
+  desc: string
+  defaultOn: boolean
+}
+
+const ITEMS: ScopeItem[] = [
+  { key: 'pipeline_pull_a_share', label: 'A股', desc: '沪深京 A 股日K(约 5500 只)', defaultOn: true },
+  { key: 'pipeline_pull_index', label: '指数', desc: '主要市场指数(默认全量约 600 只)', defaultOn: true },
+  { key: 'pipeline_pull_etf', label: 'ETF', desc: '场内交易基金(约 1500 只,首次较慢)', defaultOn: false },
+]
+
+export function PipelineScopeConfig() {
+  const qc = useQueryClient()
+  const prefs = useQuery({ queryKey: QK.preferences, queryFn: api.preferences })
+
+  const updateToggle = useMutation({
+    mutationFn: (cfg: Partial<Record<PullKey, boolean>>) => api.updatePipelinePullTypes(cfg),
+    onSuccess: () => {
+      qc.invalidateQueries({ queryKey: QK.preferences })
+      qc.invalidateQueries({ queryKey: QK.dataStatus })
+    },
+  })
+
+  const getValue = (key: PullKey, def: boolean) => prefs.data?.[key] ?? def
+
+  return (
+    <div className="space-y-2.5">
+      <p className="text-xs text-secondary leading-relaxed">
+        勾选盘后管道每次自动拉取的数据类型。仅影响后续同步,已存储的历史数据不受影响。
+      </p>
+      <div className="space-y-1.5">
+        {ITEMS.map((item) => {
+          const locked = item.key === 'pipeline_pull_a_share'
+          const on = locked || getValue(item.key, item.defaultOn)
+          return (
+            <div key={item.key}>
+              <label
+                className={`flex items-start gap-2.5 rounded-card border px-3 py-2.5 transition-colors ${
+                  locked ? 'cursor-default' : 'cursor-pointer'
+                } ${on ? 'border-accent/40 bg-accent/[0.05]' : 'border-border bg-base/30 hover:border-border/70'}`}
+              >
+                <button
+                  type="button"
+                  onClick={() => {
+                    if (!locked) updateToggle.mutate({ [item.key]: !on } as never)
+                  }}
+                  disabled={locked || updateToggle.isPending}
+                  className={`mt-0.5 flex h-4 w-4 shrink-0 items-center justify-center rounded border transition-colors ${
+                    on ? 'bg-accent border-accent' : 'bg-base border-border'
+                  } ${locked ? 'opacity-80' : ''}`}
+                  role="checkbox"
+                  aria-checked={on}
+                >
+                  {on && <Check className="h-3 w-3 text-white" strokeWidth={3} />}
+                </button>
+                <div className="min-w-0 flex-1">
+                  <div className="flex items-center gap-1.5">
+                    <span className="text-xs font-medium text-foreground">{item.label}</span>
+                  </div>
+                  <div className="text-[10px] text-muted leading-snug mt-0.5">{item.desc}</div>
+                </div>
+              </label>
+            </div>
+          )
+        })}
+      </div>
+      {updateToggle.isPending && (
+        <div className="flex items-center gap-1.5 text-[10px] text-muted">
+          <Loader2 className="h-3 w-3 animate-spin" />保存中…
+        </div>
+      )}
+      <div className="text-[10px] text-muted leading-relaxed pt-1">
+        数据通道基于免费接口,所有档位均可拉取。
+      </div>
+    </div>
+  )
+}
@@ -4,7 +4,7 @@ import { api, type EnrichedField } from '@/lib/api'
 import { QK } from '@/lib/queryKeys'

 const TABLE_TITLES: Record<string, string> = {
-  instruments: '标的维表',
+  instruments: '个股维表',
  daily: '日 K',
  adj_factor: '除权因子',
  enriched: 'Enriched',
@@ -12,6 +12,9 @@ const TABLE_TITLES: Record<string, string> = {
  index_instruments: '指数维表',
  index_daily: '指数日 K',
  index_enriched: '指数 Enriched',
+  etf_instruments: 'ETF 维表',
+  etf_daily: 'ETF 日 K',
+  etf_enriched: 'ETF Enriched',
 }

 function categorize(name: string): string {
@@ -5,7 +5,7 @@ import { fmtDate } from '@/lib/format'
 import { Skeleton } from './Skeleton'

 // 卡片能力定义：capKey → 查 capability limits；tierReq → 无权限时显示的档位要求
-// capKey 为空串表示该数据在 free-api 服务器(无档/免费档)即可获取,无需付费能力门控。
+// capKey 为空串表示该数据在 free-api 服务器(None 档/Free 档)即可获取,无需付费能力门控。
 export const CARD_META: Record<string, {
  capKey: string   // 对应的 capability key，空串表示本地计算 / free 服务器可用
  tierReq: string  // 最低档位要求（无权限时显示）
@@ -15,6 +15,8 @@ export const CARD_META: Record<string, {
  daily:       { capKey: 'kline.daily.batch',       tierReq: 'Starter+' },
  adj_factor:  { capKey: 'adj_factor',              tierReq: 'Starter+' },
  enriched:    { capKey: '',                        tierReq: '' },
+  // ETF 复用日K批量能力(免费档 kline.daily.batch 即可),不显示档位徽章
+  etf:         { capKey: 'kline.daily.batch',       tierReq: '' },
  minute:      { capKey: 'kline.minute.batch',      tierReq: 'Pro+' },
  financials:  { capKey: 'financial',                tierReq: 'Expert' },
 }
@@ -1,6 +1,7 @@
 import { useState } from 'react'
-import { Loader2, Search, RefreshCw, Check } from 'lucide-react'
+import { Loader2, Search, Check, Clock, Zap, Settings2, AlertCircle, CheckCircle2, Calendar } from 'lucide-react'
 import { api, type ExtDataConfig } from '@/lib/api'
+import { toast } from '@/components/Toast'

 export function ExtDataPullPanel({ config, onSaved }: {
  config: ExtDataConfig
@@ -22,157 +23,284 @@ export function ExtDataPullPanel({ config, onSaved }: {
  const [saving, setSaving] = useState(false)
  const [testing, setTesting] = useState(false)
  const [running, setRunning] = useState(false)
+  const [runResult, setRunResult] = useState<{ rows: number; date: string } | null>(null)
  const [testResult, setTestResult] = useState<{ total_rows: number; preview: Record<string, unknown>[]; has_symbol: boolean } | null>(null)
  const [error, setError] = useState('')

-  const handleSave = () => {
-    let headers: Record<string, string> | undefined
-    if (headerStr.trim()) {
-      try { headers = JSON.parse(headerStr) }
-      catch { setError('Headers 不是有效 JSON'); return }
-    }
-    let field_map: Record<string, string> | undefined
-    if (fieldMapStr.trim()) {
-      try { field_map = JSON.parse(fieldMapStr) }
-      catch { setError('字段映射不是有效 JSON'); return }
-    }
-    setSaving(true); setError('')
-    api.extDataPullConfig(config.id, {
+  // 解析 JSON 输入, 失败时设置 error 并返回 null
+  const parseJson = (str: string, label: string): Record<string, string> | undefined | null => {
+    if (!str.trim()) return undefined
+    try { return JSON.parse(str) }
+    catch { setError(`${label} 不是有效 JSON`); return null }
+  }
+
+  // 构建保存 payload (复用当前编辑态), enabledOverride 用于开关自动保存
+  const buildPayload = (enabledOverride?: boolean) => {
+    const headers = parseJson(headerStr, 'Headers')
+    if (headers === null) return null
+    const field_map = parseJson(fieldMapStr, '字段映射')
+    if (field_map === null) return null
+    return {
      url, method, headers, body: body || undefined,
      response_path: responsePath, field_map,
-      schedule_minutes: schedule, enabled,
-    }).then(() => onSaved())
+      schedule_minutes: schedule, enabled: enabledOverride ?? enabled,
+    }
+  }
+
+  const handleSave = (silent = false) => {
+    const payload = buildPayload()
+    if (!payload) return
+    setSaving(true); setError('')
+    api.extDataPullConfig(config.id, payload)
+      .then(() => {
+        onSaved()
+        if (!silent) toast('配置已保存', 'success')
+      })
      .catch(e => setError(e.message || '保存失败'))
      .finally(() => setSaving(false))
  }

  const handleTest = () => {
    setTesting(true); setError(''); setTestResult(null)
-    let headers: Record<string, string> | undefined
-    if (headerStr.trim()) {
-      try { headers = JSON.parse(headerStr) }
-      catch { setError('Headers 不是有效 JSON'); setTesting(false); return }
-    }
-    let field_map: Record<string, string> | undefined
-    if (fieldMapStr.trim()) {
-      try { field_map = JSON.parse(fieldMapStr) }
-      catch { setError('字段映射不是有效 JSON'); setTesting(false); return }
-    }
-    api.extDataPullConfig(config.id, {
-      url, method, headers, body: body || undefined,
-      response_path: responsePath, field_map,
-      schedule_minutes: schedule, enabled,
-    }).then(() => api.extDataPullTest(config.id))
+    const payload = buildPayload()
+    if (!payload) { setTesting(false); return }
+    api.extDataPullConfig(config.id, payload)
+      .then(() => api.extDataPullTest(config.id))
      .then(r => { setTestResult(r); onSaved() })
      .catch(e => setError(e.message || '测试失败'))
      .finally(() => setTesting(false))
  }

  const handleRun = () => {
-    setRunning(true); setError('')
+    setRunning(true); setError(''); setRunResult(null)
    api.extDataPullRun(config.id)
-      .then(() => onSaved())
+      .then(r => {
+        setRunResult({ rows: r.rows, date: r.date })
+        onSaved()
+        toast(`拉取成功 · ${r.rows} 行`, 'success')
+      })
      .catch(e => setError(e.message || '执行失败'))
      .finally(() => setRunning(false))
  }

+  // 开关 toggle: 自动保存全量配置 (切换 enabled), 后端 refresh 后立即首次拉取
+  const [toggling, setToggling] = useState(false)
+  const handleToggle = (next: boolean) => {
+    if (toggling) return
+    if (next && !url.trim()) {
+      toast('请先填写拉取 URL', 'error')
+      return
+    }
+    const payload = buildPayload(next)
+    if (!payload) return
+    setToggling(true); setError(''); setEnabled(next)
+    api.extDataPullConfig(config.id, payload)
+      .then(() => {
+        onSaved()
+        toast(next ? '定时拉取已启用 · 立即执行首次拉取' : '定时拉取已关闭', 'success')
+      })
+      .catch(e => {
+        setEnabled(!next)  // 回滚
+        setError(e.message || '切换失败')
+      })
+      .finally(() => setToggling(false))
+  }
+
+  // 格式化时间显示
+  const fmtTime = (iso: string | null | undefined) => {
+    if (!iso) return null
+    const d = new Date(iso)
+    if (isNaN(d.getTime())) return null
+    const mm = String(d.getMonth() + 1).padStart(2, '0')
+    const dd = String(d.getDate()).padStart(2, '0')
+    const hh = String(d.getHours()).padStart(2, '0')
+    const mi = String(d.getMinutes()).padStart(2, '0')
+    return `${mm}-${dd} ${hh}:${mi}`
+  }
+
  return (
-    <div className="space-y-2.5">
-      <div className="flex gap-1.5">
-        <select
-          value={method} onChange={e => setMethod(e.target.value)}
-          className="shrink-0 rounded-md border border-border bg-elevated px-2 py-1.5 text-[11px] text-foreground"
-        >
-          <option value="GET">GET</option>
-          <option value="POST">POST</option>
-        </select>
-        <input
-          value={url} onChange={e => setUrl(e.target.value)}
-          placeholder="https://api.example.com/data"
-          className="flex-1 min-w-0 rounded-md border border-border bg-elevated px-2.5 py-1.5 text-[11px] font-mono text-foreground placeholder:text-muted/50"
-        />
-      </div>
+    <div className="space-y-3">
+      {/* ===== 分区 ①: 请求配置 ===== */}
+      <div className="space-y-2">
+        <div className="flex items-center gap-1.5 text-[11px] font-medium text-secondary">
+          <Settings2 className="h-3 w-3 text-muted" />
+          <span>请求配置</span>
+        </div>

-      <div>
-        <div className="text-[10px] text-muted mb-0.5">Headers (JSON，可选)</div>
-        <textarea
-          value={headerStr} onChange={e => setHeaderStr(e.target.value)}
-          placeholder='{"Authorization": "Bearer xxx"}'
-          rows={2}
-          className="w-full rounded-md border border-border bg-elevated px-2.5 py-1.5 text-[10px] font-mono text-foreground placeholder:text-muted/40 resize-none"
-        />
-      </div>
+        <div className="flex gap-1.5">
+          <select
+            value={method} onChange={e => setMethod(e.target.value)}
+            className="shrink-0 rounded-btn border border-border bg-elevated px-2 py-1.5 text-[11px] text-foreground"
+          >
+            <option value="GET">GET</option>
+            <option value="POST">POST</option>
+          </select>
+          <input
+            value={url} onChange={e => setUrl(e.target.value)}
+            placeholder="https://api.example.com/data"
+            className="flex-1 min-w-0 rounded-btn border border-border bg-elevated px-2.5 py-1.5 text-[11px] font-mono text-foreground placeholder:text-muted/50"
+          />
+        </div>

-      {method === 'POST' && (
        <div>
-          <div className="text-[10px] text-muted mb-0.5">请求体 (JSON，可选)</div>
+          <div className="text-[10px] text-muted mb-1">Headers (JSON，可选)</div>
          <textarea
-            value={body} onChange={e => setBody(e.target.value)}
-            placeholder='{"page": 1}'
+            value={headerStr} onChange={e => setHeaderStr(e.target.value)}
+            placeholder='{"Authorization": "Bearer xxx"}'
            rows={2}
-            className="w-full rounded-md border border-border bg-elevated px-2.5 py-1.5 text-[10px] font-mono text-foreground placeholder:text-muted/40 resize-none"
+            className="w-full rounded-btn border border-border bg-elevated px-2.5 py-1.5 text-[10px] font-mono text-foreground placeholder:text-muted/40 resize-none"
          />
        </div>
-      )}

-      <div className="grid grid-cols-2 gap-2">
-        <div>
-          <div className="text-[10px] text-muted mb-0.5">响应数据路径</div>
-          <input
-            value={responsePath} onChange={e => setResponsePath(e.target.value)}
-            placeholder="data.list"
-            className="w-full rounded-md border border-border bg-elevated px-2 py-1.5 text-[10px] font-mono text-foreground placeholder:text-muted/40"
-          />
+        {method === 'POST' && (
+          <div>
+            <div className="text-[10px] text-muted mb-1">请求体 (JSON，可选)</div>
+            <textarea
+              value={body} onChange={e => setBody(e.target.value)}
+              placeholder='{"page": 1}'
+              rows={2}
+              className="w-full rounded-btn border border-border bg-elevated px-2.5 py-1.5 text-[10px] font-mono text-foreground placeholder:text-muted/40 resize-none"
+            />
+          </div>
+        )}
+
+        <div className="grid grid-cols-2 gap-2">
+          <div>
+            <div className="text-[10px] text-muted mb-1">响应数据路径</div>
+            <input
+              value={responsePath} onChange={e => setResponsePath(e.target.value)}
+              placeholder="data.list"
+              className="w-full rounded-btn border border-border bg-elevated px-2 py-1.5 text-[10px] font-mono text-foreground placeholder:text-muted/40"
+            />
+          </div>
+          <div>
+            <div className="text-[10px] text-muted mb-1">调度间隔 (分钟)</div>
+            <input
+              type="number" min={1} value={schedule} onChange={e => setSchedule(Number(e.target.value))}
+              className="w-full rounded-btn border border-border bg-elevated px-2 py-1.5 text-[10px] font-mono text-foreground"
+            />
+          </div>
        </div>
+
        <div>
-          <div className="text-[10px] text-muted mb-0.5">调度间隔 (分钟)</div>
-          <input
-            type="number" min={1} value={schedule} onChange={e => setSchedule(Number(e.target.value))}
-            className="w-full rounded-md border border-border bg-elevated px-2 py-1.5 text-[10px] font-mono text-foreground"
+          <div className="text-[10px] text-muted mb-1">字段映射 (外部名 → 内部名，JSON，可选)</div>
+          <textarea
+            value={fieldMapStr} onChange={e => setFieldMapStr(e.target.value)}
+            placeholder='{"code": "symbol", "val": "score"}'
+            rows={2}
+            className="w-full rounded-btn border border-border bg-elevated px-2.5 py-1.5 text-[10px] font-mono text-foreground placeholder:text-muted/40 resize-none"
          />
        </div>
      </div>

-      <div>
-        <div className="text-[10px] text-muted mb-0.5">字段映射 (外部名 → 内部名，JSON，可选)</div>
-        <textarea
-          value={fieldMapStr} onChange={e => setFieldMapStr(e.target.value)}
-          placeholder='{"code": "symbol", "val": "score"}'
-          rows={2}
-          className="w-full rounded-md border border-border bg-elevated px-2.5 py-1.5 text-[10px] font-mono text-foreground placeholder:text-muted/40 resize-none"
-        />
+      {/* ===== 分区 ②: 定时拉取状态 ===== */}
+      <div className="rounded-card border border-border/60 bg-elevated/30 p-2.5 space-y-2">
+        <div className="flex items-center justify-between">
+          <div className="flex items-center gap-1.5 text-[11px] font-medium text-secondary">
+            <Clock className="h-3 w-3 text-muted" />
+            <span>定时拉取</span>
+          </div>
+          {/* 自定义 Toggle 开关 */}
+          <button
+            type="button"
+            role="switch"
+            aria-checked={enabled}
+            disabled={toggling}
+            onClick={() => handleToggle(!enabled)}
+            className={`relative inline-flex h-4 w-7 shrink-0 items-center rounded-full transition-colors duration-200 disabled:opacity-50 ${
+              enabled ? 'bg-accent' : 'bg-border'
+            }`}
+          >
+            <span
+              className={`inline-block h-3 w-3 transform rounded-full bg-white shadow transition-transform duration-200 ${
+                enabled ? 'translate-x-3.5' : 'translate-x-0.5'
+              }`}
+            />
+          </button>
+        </div>
+
+        {/* 状态文案 */}
+        <div className="text-[10px] leading-relaxed">
+          {enabled ? (
+            <div className="space-y-0.5">
+              <div className="flex items-center gap-1 text-accent">
+                <span className="h-1 w-1 rounded-full bg-accent animate-pulse" />
+                <span>已启用 · 每 {schedule} 分钟</span>
+              </div>
+              {pull?.next_run && fmtTime(pull.next_run) && (
+                <div className="flex items-center gap-1 text-muted">
+                  <Calendar className="h-2.5 w-2.5" />
+                  <span>下次：{fmtTime(pull.next_run)}</span>
+                </div>
+              )}
+            </div>
+          ) : (
+            <div className="text-muted">未启用 · 仅手动执行</div>
+          )}
+        </div>
+
+        {/* 上次执行结果 */}
+        {pull?.last_run && (
+          <div className="flex items-start gap-1.5 pt-1.5 border-t border-border/40">
+            {pull.last_status === 'success' ? (
+              <CheckCircle2 className="h-3 w-3 text-emerald-500 shrink-0 mt-px" />
+            ) : (
+              <AlertCircle className="h-3 w-3 text-danger shrink-0 mt-px" />
+            )}
+            <div className="min-w-0 flex-1">
+              <div className={`text-[10px] font-medium ${pull.last_status === 'success' ? 'text-emerald-500' : 'text-danger'}`}>
+                {pull.last_message || (pull.last_status === 'success' ? '成功' : '失败')}
+              </div>
+              {fmtTime(pull.last_run) && (
+                <div className="text-[9px] text-muted">{fmtTime(pull.last_run)}</div>
+              )}
+            </div>
+          </div>
+        )}
      </div>

-      <div className="flex items-center justify-between">
-        <label className="inline-flex items-center gap-1.5 cursor-pointer">
-          <input
-            type="checkbox" checked={enabled} onChange={e => setEnabled(e.target.checked)}
-            className="rounded border-border accent-accent"
-          />
-          <span className="text-[10px] text-secondary">启用定时拉取</span>
-        </label>
-        <div className="flex items-center gap-1.5">
+      {/* ===== 分区 ③: 操作按钮 ===== */}
+      <div className="space-y-2">
+        <div className="grid grid-cols-2 gap-2">
          <button
            onClick={handleTest}
            disabled={testing || !url}
-            className="inline-flex items-center gap-1 px-2 py-1 rounded-btn border border-border bg-elevated text-[10px] text-foreground hover:bg-border/30 disabled:opacity-40 transition-colors"
+            className="inline-flex items-center justify-center gap-1 px-2 py-2 rounded-btn border border-border bg-elevated text-xs text-foreground hover:bg-border/30 disabled:opacity-40 transition-colors"
          >
-            {testing ? <Loader2 className="h-3 w-3 animate-spin" /> : <Search className="h-3 w-3" />}
+            {testing ? <Loader2 className="h-3.5 w-3.5 animate-spin" /> : <Search className="h-3.5 w-3.5" />}
            测试
          </button>
          <button
            onClick={handleRun}
            disabled={running || !url}
-            className="inline-flex items-center gap-1 px-2 py-1 rounded-btn bg-accent/90 text-base text-[10px] font-medium hover:bg-accent disabled:opacity-40 transition-colors"
+            className="inline-flex items-center justify-center gap-1 px-2 py-2 rounded-btn bg-accent/90 text-base text-xs font-medium hover:bg-accent disabled:opacity-40 transition-colors"
          >
-            {running ? <Loader2 className="h-3 w-3 animate-spin" /> : <RefreshCw className="h-3 w-3" />}
+            {running ? <Loader2 className="h-3.5 w-3.5 animate-spin" /> : <Zap className="h-3.5 w-3.5" />}
            立即执行
          </button>
        </div>
+        <button
+          onClick={() => handleSave(false)}
+          disabled={saving || !url}
+          className="w-full inline-flex items-center justify-center gap-1 py-2 rounded-btn bg-accent/90 text-base text-xs font-medium hover:bg-accent disabled:opacity-40 transition-colors"
+        >
+          {saving ? <Loader2 className="h-3.5 w-3.5 animate-spin" /> : <Check className="h-3.5 w-3.5" />}
+          保存配置
+        </button>
      </div>

+      {/* ===== 结果展示 ===== */}
+      {runResult && (
+        <div className="rounded-card border border-emerald-500/30 bg-emerald-500/[0.06] p-2.5 flex items-center justify-between text-[10px]">
+          <span className="text-emerald-500 font-medium flex items-center gap-1">
+            <CheckCircle2 className="h-3 w-3" />拉取成功
+          </span>
+          <span className="text-secondary">{runResult.rows} 行 · {runResult.date}</span>
+        </div>
+      )}
+
      {testResult && (
-        <div className="rounded-md border border-accent/30 bg-accent/[0.04] p-2.5 space-y-1.5">
+        <div className="rounded-card border border-accent/30 bg-accent/[0.04] p-2.5 space-y-1.5">
          <div className="flex items-center justify-between text-[10px]">
            <span className="text-accent font-medium">测试成功</span>
            <span className="text-secondary">{testResult.total_rows} 行</span>
@@ -188,25 +316,11 @@ export function ExtDataPullPanel({ config, onSaved }: {
        </div>
      )}

-      {pull?.last_run && (
-        <div className="flex items-center justify-between text-[10px] border-t border-border/50 pt-2">
-          <span className="text-muted">上次执行</span>
-          <span className={pull.last_status === 'success' ? 'text-green-500' : 'text-danger'}>
-            {pull.last_message}
-          </span>
+      {error && (
+        <div className="text-[10px] text-danger text-center bg-danger/[0.06] rounded-btn py-1.5">
+          {error}
        </div>
      )}
-
-      <button
-        onClick={handleSave}
-        disabled={saving || !url}
-        className="w-full inline-flex items-center justify-center gap-1 py-1.5 rounded-btn bg-accent/90 text-base text-xs font-medium hover:bg-accent disabled:opacity-40 transition-colors"
-      >
-        {saving ? <Loader2 className="h-3 w-3 animate-spin" /> : <Check className="h-3 w-3" />}
-        保存配置
-      </button>
-
-      {error && <div className="text-[10px] text-danger text-center">{error}</div>}
    </div>
  )
 }
@@ -0,0 +1,266 @@
+import { useEffect, useRef, useState, useCallback } from 'react'
+import { motion, AnimatePresence } from 'framer-motion'
+import {
+  X, Sparkles, Loader2, AlertTriangle, Copy, Check, RefreshCw,
+  Database, Settings2, Send, Wand2, Minimize2, History,
+} from 'lucide-react'
+import { cn } from '@/lib/cn'
+import { MarkdownRenderer } from './MarkdownRenderer'
+import {
+  type ActiveTask, type HistoryReport,
+  minimizeDialog, closeDialog, startAnalysis,
+} from '@/lib/aiReportStore'
+
+interface Props {
+  /** 当前展示的任务;活跃任务或历史报告 */
+  task: ActiveTask | HistoryReport | null
+  mode: 'active' | 'history' | null
+  minimized: boolean
+}
+
+type Phase = 'loading' | 'streaming' | 'done' | 'error'
+
+// 统一字段读取:活跃任务有 phase/createdAt,历史报告没有(按 done 处理)
+function getPhase(task: ActiveTask | HistoryReport | null): Phase {
+  if (!task) return 'loading'
+  if ('phase' in task) return task.phase
+  return 'done'  // 历史报告视为已完成
+}
+function getContent(task: ActiveTask | HistoryReport | null): string {
+  return task?.content ?? ''
+}
+function getMeta(task: ActiveTask | HistoryReport | null) {
+  if (!task) return null
+  if ('meta' in task) return task.meta
+  // 历史报告
+  return { summary: task.summary, periods: task.periods }
+}
+
+export function AiAnalysisDialog({ task, mode, minimized }: Props) {
+  const scrollRef = useRef<HTMLDivElement>(null)
+  const focusInputRef = useRef<HTMLInputElement>(null)
+  const [focus, setFocus] = useState('')
+  const [copied, setCopied] = useState(false)
+
+  const phase = getPhase(task)
+  const content = getContent(task)
+  const meta = getMeta(task)
+  const isHistory = mode === 'history'
+  const isWorking = phase === 'loading' || phase === 'streaming'
+  const open = !!task && !minimized
+
+  // 流式时自动滚动到底部
+  useEffect(() => {
+    if (open && phase === 'streaming' && scrollRef.current) {
+      scrollRef.current.scrollTop = scrollRef.current.scrollHeight
+    }
+  }, [content, phase, open])
+
+  // 切换任务时回填 focus
+  useEffect(() => {
+    setFocus(task && 'focus' in task ? task.focus : '')
+  }, [task])
+
+  const handleStartNew = useCallback(async () => {
+    if (!task) return
+    const name = 'name' in task ? task.name : ''
+    await startAnalysis(task.symbol, name, focus.trim())
+  }, [task, focus])
+
+  const handleCopy = async () => {
+    if (!content) return
+    try {
+      await navigator.clipboard.writeText(content)
+      setCopied(true)
+      setTimeout(() => setCopied(false), 2000)
+    } catch { /* ignore */ }
+  }
+
+  if (!open) return null
+
+  const error = task && 'error' in task ? task.error : ''
+
+  return (
+    <AnimatePresence>
+      <motion.div
+        initial={{ opacity: 0 }} animate={{ opacity: 1 }} exit={{ opacity: 0 }}
+        className="fixed inset-0 z-50 flex items-center justify-center bg-black/50 backdrop-blur-sm p-4"
+        onClick={e => { if (e.target === e.currentTarget && !isWorking) closeDialog() }}
+      >
+        <motion.div
+          initial={{ opacity: 0, scale: 0.96, y: 12 }} animate={{ opacity: 1, scale: 1, y: 0 }} exit={{ opacity: 0, scale: 0.96, y: 12 }}
+          transition={{ type: 'spring', damping: 26, stiffness: 320 }}
+          className="w-full max-w-3xl max-h-[88vh] bg-surface/95 backdrop-blur-xl border border-border/50 rounded-2xl shadow-2xl flex flex-col overflow-hidden"
+        >
+          {/* ===== 头部 ===== */}
+          <div className="relative px-5 py-3.5 border-b border-border/50 bg-gradient-to-r from-purple-500/[0.06] via-fuchsia-500/[0.04] to-transparent">
+            <div className="flex items-center gap-3">
+              <div className="flex h-9 w-9 items-center justify-center rounded-xl bg-gradient-to-br from-purple-500/20 to-fuchsia-500/15 border border-purple-400/30 shrink-0">
+                {isHistory
+                  ? <History className="h-4.5 w-4.5 text-purple-300" />
+                  : <Sparkles className="h-4.5 w-4.5 text-purple-300" />}
+              </div>
+              <div className="min-w-0 flex-1">
+                <div className="flex items-center gap-2">
+                  <span className="text-sm font-semibold text-foreground truncate">
+                    {isHistory ? '历史分析报告' : 'AI 财务分析'}
+                  </span>
+                  {task && <span className="text-xs text-secondary truncate">{task.name}</span>}
+                  {task && <span className="text-[10px] font-mono text-muted shrink-0">{task.symbol}</span>}
+                </div>
+                <div className="flex items-center gap-2 mt-0.5 text-[10px] text-muted">
+                  {meta?.summary ? (
+                    <span className="flex items-center gap-1 truncate">
+                      <Database className="h-2.5 w-2.5 shrink-0" />
+                      <span className="truncate">{meta.summary}</span>
+                    </span>
+                  ) : isWorking ? <span>正在准备数据…</span> : null}
+                  {phase === 'streaming' && (
+                    <span className="flex items-center gap-1 text-purple-300 shrink-0">
+                      <span className="h-1.5 w-1.5 rounded-full bg-purple-400 animate-pulse" />生成中
+                    </span>
+                  )}
+                  {isHistory && task && 'created_at' in task && (
+                    <span className="shrink-0">{fmtRelative(task.created_at)}</span>
+                  )}
+                </div>
+              </div>
+              {/* 右侧操作按钮 */}
+              <div className="flex items-center gap-1 shrink-0">
+                {/* 复制:仅在内容就绪且非生成中显示 */}
+                {content && !isWorking && (
+                  <button onClick={handleCopy} title="复制全文"
+                    className="p-1.5 rounded-lg hover:bg-elevated text-muted hover:text-foreground transition-colors">
+                    {copied ? <Check className="h-4 w-4 text-emerald-400" /> : <Copy className="h-4 w-4" />}
+                  </button>
+                )}
+                {/* 生成中:仅最小化(后台继续生成),无关闭按钮 */}
+                {!isHistory && isWorking && (
+                  <button onClick={minimizeDialog} title="最小化为气泡,后台继续生成"
+                    className="p-1.5 rounded-lg hover:bg-elevated text-muted hover:text-foreground transition-colors">
+                    <Minimize2 className="h-4 w-4" />
+                  </button>
+                )}
+                {/* 完成态/历史报告:显示关闭按钮 */}
+                {(!isWorking || isHistory) && (
+                  <button onClick={closeDialog} title="关闭"
+                    className="p-1.5 rounded-lg hover:bg-elevated text-muted hover:text-foreground transition-colors">
+                    <X className="h-4 w-4" />
+                  </button>
+                )}
+              </div>
+            </div>
+          </div>
+
+          {/* ===== 内容区 ===== */}
+          <div ref={scrollRef} className="flex-1 overflow-y-auto px-5 py-4 min-h-[280px]">
+            {/* 加载态 */}
+            {phase === 'loading' && !content && (
+              <div className="flex flex-col items-center justify-center py-16 gap-3">
+                <div className="relative">
+                  <div className="h-10 w-10 rounded-full bg-gradient-to-br from-purple-500/20 to-fuchsia-500/15 border border-purple-400/30 flex items-center justify-center">
+                    <Sparkles className="h-4.5 w-4.5 text-purple-300 animate-pulse" />
+                  </div>
+                  <Loader2 className="absolute -inset-1 h-12 w-12 text-purple-400/40 animate-spin" style={{ animationDuration: '3s' }} />
+                </div>
+                <div className="text-xs text-secondary">AI 正在分析财务数据…</div>
+                <div className="text-[10px] text-muted">读取利润表 / 资负表 / 现金流 / 核心指标,生成专业报告</div>
+              </div>
+            )}
+
+            {/* 错误态 */}
+            {phase === 'error' && (
+              <div className="flex flex-col items-center justify-center py-14 gap-3">
+                <div className="h-11 w-11 rounded-full bg-danger/10 flex items-center justify-center">
+                  <AlertTriangle className="h-5 w-5 text-danger" />
+                </div>
+                <div className="text-sm font-medium text-foreground">分析失败</div>
+                <div className="text-xs text-secondary text-center max-w-md px-4">{error}</div>
+                {error.includes('AI') && (
+                  <button onClick={() => { window.location.href = '/settings?tab=ai' }}
+                    className="mt-1 inline-flex items-center gap-1.5 h-8 px-3 rounded-lg bg-elevated border border-border text-xs text-secondary hover:text-foreground transition-colors">
+                    <Settings2 className="h-3.5 w-3.5" /> 去配置 AI
+                  </button>
+                )}
+                <button onClick={handleStartNew}
+                  className="mt-1 inline-flex items-center gap-1.5 h-8 px-3 rounded-lg bg-purple-500/15 border border-purple-400/30 text-xs text-purple-300 hover:bg-purple-500/20 transition-colors">
+                  <RefreshCw className="h-3.5 w-3.5" /> 重试
+                </button>
+              </div>
+            )}
+
+            {/* 报告内容 */}
+            {(content || phase === 'streaming') && (
+              <div className="relative">
+                <MarkdownRenderer content={content} />
+                {phase === 'streaming' && (
+                  <span className="inline-block w-1.5 h-3.5 bg-purple-400 ml-0.5 align-middle animate-pulse rounded-sm" />
+                )}
+              </div>
+            )}
+          </div>
+
+          {/* ===== 底部:自定义关注点输入 ===== */}
+          <div className="border-t border-border/50 bg-surface/60 px-5 py-3">
+            <div className="flex items-center gap-2">
+              <div className="flex items-center gap-1.5 text-[10px] text-muted shrink-0">
+                <Wand2 className="h-3 w-3" />
+                <span className="hidden sm:inline">关注重点</span>
+              </div>
+              <input
+                ref={focusInputRef}
+                type="text"
+                value={focus}
+                onChange={e => setFocus(e.target.value)}
+                onKeyDown={e => { if (e.key === 'Enter' && (phase === 'done' || phase === 'error' || isHistory)) handleStartNew() }}
+                disabled={isWorking}
+                placeholder={isHistory ? '修改关注重点,回车重新生成' : (phase === 'done' ? '如:重点看债务风险…回车重新分析' : '可留空,留空则全面分析')}
+                className={cn(
+                  'flex-1 h-8 px-3 rounded-lg bg-base ring-1 ring-border/30 text-xs text-foreground placeholder:text-muted/40',
+                  'focus:outline-none focus:ring-2 focus:ring-purple-400/30 transition-shadow disabled:opacity-50',
+                )}
+              />
+              {isHistory ? (
+                <button
+                  onClick={handleStartNew}
+                  className="inline-flex items-center gap-1.5 h-8 px-3 rounded-lg bg-gradient-to-r from-purple-500/20 to-fuchsia-500/15 border border-purple-400/30 text-xs font-medium text-purple-300 hover:from-purple-500/30 hover:to-fuchsia-500/20 transition-all shrink-0"
+                  title="以此关注点重新生成新报告"
+                >
+                  <RefreshCw className="h-3.5 w-3.5" />重新生成
+                </button>
+              ) : (
+                <button
+                  onClick={handleStartNew}
+                  disabled={isWorking}
+                  className="inline-flex items-center gap-1.5 h-8 px-3 rounded-lg bg-gradient-to-r from-purple-500/20 to-fuchsia-500/15 border border-purple-400/30 text-xs font-medium text-purple-300 hover:from-purple-500/30 hover:to-fuchsia-500/20 disabled:opacity-40 disabled:cursor-not-allowed transition-all shrink-0"
+                  title={focus.trim() ? '按关注重点重新分析' : '重新分析'}
+                >
+                  {isWorking ? <Loader2 className="h-3.5 w-3.5 animate-spin" /> : phase === 'done' ? <RefreshCw className="h-3.5 w-3.5" /> : <Send className="h-3.5 w-3.5" />}
+                  {phase === 'done' ? '重新分析' : '分析'}
+                </button>
+              )}
+            </div>
+            <p className="mt-1.5 text-[10px] text-muted/50 leading-relaxed">
+              {isHistory
+                ? '历史报告为静态记录;修改关注重点后将作为新任务重新生成。报告仅供参考,不构成投资建议。'
+                : '报告由项目已配置的 AI 模型基于本地财务数据生成;可在输入框追加关注点后重新生成。报告仅供参考,不构成投资建议。'}
+            </p>
+          </div>
+        </motion.div>
+      </motion.div>
+    </AnimatePresence>
+  )
+}
+
+// ===== 小工具 =====
+function fmtRelative(iso: string): string {
+  try {
+    const t = new Date(iso).getTime()
+    const diff = Date.now() - t
+    if (diff < 60_000) return '刚刚'
+    if (diff < 3600_000) return `${Math.floor(diff / 60_000)} 分钟前`
+    if (diff < 86400_000) return `${Math.floor(diff / 3600_000)} 小时前`
+    if (diff < 7 * 86400_000) return `${Math.floor(diff / 86400_000)} 天前`
+    return new Date(iso).toLocaleDateString('zh-CN')
+  } catch { return '' }
+}
@@ -0,0 +1,14 @@
+import { useDialogTask, useDialogState } from '@/lib/aiReportStore'
+import { AiAnalysisDialog } from './AiAnalysisDialog'
+
+/**
+ * AI 分析对话框宿主 —— 单点挂载在 Layout。
+ *
+ * 从 store 读取当前对话框状态(任务 + 最小化),把 AiAnalysisDialog 作为纯视图渲染。
+ * 一次挂载,全局生效:任意页面发起的分析都会显示在这个对话框里。
+ */
+export function AiAnalysisHost() {
+  const { task, mode } = useDialogTask()
+  const { minimized } = useDialogState()
+  return <AiAnalysisDialog task={task} mode={mode} minimized={minimized} />
+}
@@ -0,0 +1,254 @@
+import { useState, useRef, useEffect, useCallback } from 'react'
+import { motion, AnimatePresence } from 'framer-motion'
+import { Loader2, Check, AlertCircle } from 'lucide-react'
+import { useActiveTasks, restoreDialog } from '@/lib/aiReportStore'
+import type { ActiveTask } from '@/lib/aiReportStore'
+
+/**
+ * AI 分析任务全局气泡容器 —— 玻璃拟态卡片,挂在网页右侧。
+ *
+ * 拖拽丝滑的关键(60fps):
+ *   - 位置用 transform: translate3d 存储(走 GPU 合成层,不触发 layout/paint)
+ *   - 拖动期间直接操作 DOM.style.transform,完全绕开 React setState 重渲染
+ *   - 拖动结束才同步一次 state + 持久化 localStorage
+ *   - 拖动时给容器加 .dragging 类,禁用所有 transition,消除回弹延迟
+ *
+ * 视觉:
+ *   - 玻璃拟态(frosted glass):半透明 + backdrop-blur + 细边框 + 内发光
+ *   - 固定宽度,内容居中,多任务竖向堆叠
+ *   - 生成中:柔和呼吸光环(非刺眼 ping)
+ *   - hover:展开操作区,带平滑过渡
+ */
+
+const BUBBLE_W = 148          // 卡片固定宽度(紧凑单行版)
+const EDGE_MARGIN = 12        // 距视口边缘最小间距
+
+export function AiReportBubble() {
+  const activeTasks = useActiveTasks()
+  const containerRef = useRef<HTMLDivElement>(null)
+  // pos 只在拖拽结束时更新一次(用于初始化/持久化),拖拽过程不触发它
+  const [pos, setPos] = useState<{ x: number; y: number }>(() => loadPos())
+
+  // ===== 拖拽(纯 DOM 操作,60fps) =====
+  const draggingRef = useRef(false)
+  const dragData = useRef({ mx: 0, my: 0, ox: 0, oy: 0 })  // 鼠标起点 + 元素起点
+  const movedRef = useRef(false)                             // 本次是否真的移动了(区分点击)
+  // 记录 pointerdown 时命中的卡片回调(松手时若未拖动则触发它 = 点击)
+  const clickTargetRef = useRef<(() => void) | null>(null)
+
+  const applyTransform = useCallback((x: number, y: number) => {
+    const el = containerRef.current
+    if (el) el.style.transform = `translate3d(${x}px, ${y}px, 0)`
+  }, [])
+
+  const clamp = useCallback((x: number, y: number) => {
+    const maxX = window.innerWidth - BUBBLE_W - EDGE_MARGIN
+    const maxY = window.innerHeight - 80
+    return {
+      x: Math.max(EDGE_MARGIN, Math.min(maxX, x)),
+      y: Math.max(EDGE_MARGIN, Math.min(maxY, y)),
+    }
+  }, [])
+
+  const onPointerDown = useCallback((e: React.PointerEvent) => {
+    draggingRef.current = true
+    movedRef.current = false
+    dragData.current = { mx: e.clientX, my: e.clientY, ox: pos.x, oy: pos.y }
+    const el = containerRef.current
+    if (el) el.classList.add('dragging')
+    ;(e.currentTarget as HTMLElement).setPointerCapture(e.pointerId)
+  }, [pos.x, pos.y])
+
+  const onPointerMove = useCallback((e: React.PointerEvent) => {
+    if (!draggingRef.current) return
+    const dx = e.clientX - dragData.current.mx
+    const dy = e.clientY - dragData.current.my
+    if (Math.abs(dx) > 2 || Math.abs(dy) > 2) movedRef.current = true
+    const nx = dragData.current.ox + dx
+    const ny = dragData.current.oy + dy
+    const c = clamp(nx, ny)
+    applyTransform(c.x, c.y)   // ← 直接改 DOM,不走 React,丝滑
+  }, [clamp, applyTransform])
+
+  const onPointerUp = useCallback(() => {
+    if (!draggingRef.current) return
+    draggingRef.current = false
+    const el = containerRef.current
+    if (el) el.classList.remove('dragging')
+    if (movedRef.current) {
+      // 拖动结束 → 持久化位置
+      setPos(prev => {
+        const transform = el?.style.transform ?? ''
+        const m = transform.match(/translate3d\(([-\d.]+)px,\s*([-\d.]+)px/)
+        const finalPos = m ? { x: parseFloat(m[1]), y: parseFloat(m[2]) } : prev
+        savePos(finalPos)
+        return finalPos
+      })
+    } else {
+      // 未移动 → 视为点击,触发卡片回调
+      const fn = clickTargetRef.current
+      clickTargetRef.current = null
+      fn?.()
+    }
+  }, [])
+
+  // 窗口尺寸变化时确保不越界
+  useEffect(() => {
+    const onResize = () => {
+      setPos(prev => {
+        const c = clamp(prev.x, prev.y)
+        if (c.x !== prev.x || c.y !== prev.y) {
+          applyTransform(c.x, c.y)
+          return c
+        }
+        return prev
+      })
+    }
+    window.addEventListener('resize', onResize)
+    return () => window.removeEventListener('resize', onResize)
+  }, [clamp, applyTransform])
+
+  // 初始化 transform(pos 变化时同步,如 resize / 首次挂载)
+  useEffect(() => {
+    applyTransform(pos.x, pos.y)
+  }, [pos.x, pos.y, applyTransform])
+
+  if (activeTasks.length === 0) return null
+
+  return (
+    <div
+      ref={containerRef}
+      className="ai-bubble-root fixed z-[60] select-none cursor-grab active:cursor-grabbing"
+      style={{
+        width: `${BUBBLE_W}px`,
+        transform: `translate3d(${pos.x}px, ${pos.y}px, 0)`,
+        touchAction: 'none',
+        // 拖动时禁用过渡(通过 .dragging 类控制);静止时用 transition 让 resize/吸附有动画
+        transition: 'transform 0.2s cubic-bezier(0.16, 1, 0.3, 1)',
+      }}
+      onPointerDown={onPointerDown}
+      onPointerMove={onPointerMove}
+      onPointerUp={onPointerUp}
+      onPointerCancel={onPointerUp}
+    >
+      <AnimatePresence mode="popLayout">
+        {activeTasks.map((task, i) => (
+          <BubbleItem
+            key={task.id}
+            task={task}
+            isLast={i === activeTasks.length - 1}
+            onPointerDown={() => { clickTargetRef.current = () => restoreDialog(task.id) }}
+          />
+        ))}
+      </AnimatePresence>
+
+      {/* 内联样式:拖动时禁用过渡,确保 1:1 跟手 */}
+      <style>{`
+        .ai-bubble-root.dragging { transition: none !important; }
+      `}</style>
+    </div>
+  )
+}
+
+// ===== 单个胶囊卡片(紧凑玻璃拟态) =====
+function BubbleItem({ task, isLast, onPointerDown }: {
+  task: ActiveTask
+  isLast: boolean
+  onPointerDown: () => void
+}) {
+  const isWorking = task.phase === 'loading' || task.phase === 'streaming'
+  const isError = task.phase === 'error'
+
+  // 状态配色
+  const accent = isWorking
+    ? 'from-purple-500/25 to-fuchsia-500/20 text-purple-300 border-purple-300/40 shadow-[0_6px_24px_-10px_rgba(168,85,247,0.5)]'
+    : isError
+      ? 'from-red-500/20 to-red-500/10 text-red-300 border-red-300/40 shadow-[0_6px_20px_-10px_rgba(239,68,68,0.4)]'
+      : 'from-emerald-500/20 to-emerald-500/10 text-emerald-300 border-emerald-300/40 shadow-[0_6px_20px_-10px_rgba(16,185,129,0.35)]'
+
+  return (
+    <motion.div
+      initial={{ opacity: 0, scale: 0.9, y: -8 }}
+      animate={{ opacity: 1, scale: 1, y: 0 }}
+      exit={{ opacity: 0, scale: 0.9, y: -8 }}
+      transition={{ type: 'spring', damping: 22, stiffness: 300 }}
+      className={isLast ? '' : 'mb-1.5'}
+    >
+      <div
+        onPointerDown={onPointerDown}
+        role="button"
+        tabIndex={0}
+        title={isWorking ? '生成中,点击恢复对话框' : isError ? '分析失败,点击重试' : '点击查看报告'}
+        className={`group relative flex w-full cursor-pointer items-center gap-1.5 overflow-hidden rounded-lg border bg-gradient-to-br px-2 py-1.5 backdrop-blur-xl transition-all duration-200 hover:scale-[1.02] active:scale-[0.99] ${accent}`}
+      >
+        {/* 生成中:顶部进度流光 */}
+        {isWorking && (
+          <div className="absolute inset-x-0 top-0 h-px overflow-hidden">
+            <div className="h-full w-1/2 bg-gradient-to-r from-transparent via-purple-200 to-transparent animate-bubble-progress" />
+          </div>
+        )}
+
+        {/* 状态图标 */}
+        <span className="flex h-4 w-4 items-center justify-center shrink-0">
+          {isWorking ? (
+            <Loader2 className="h-3 w-3 animate-spin" />
+          ) : isError ? (
+            <AlertCircle className="h-3 w-3" />
+          ) : (
+            <Check className="h-3 w-3" />
+          )}
+        </span>
+
+        {/* 标的名(单行) */}
+        <span className="flex-1 min-w-0 text-[11px] font-medium text-foreground leading-none truncate">
+          {task.name || task.symbol}
+        </span>
+
+        {/* 状态后缀 */}
+        <span className="shrink-0 text-[9px] leading-none">
+          {isWorking ? (
+            <span className="text-purple-300/80">分析中</span>
+          ) : isError ? (
+            <span className="text-red-300/80">失败</span>
+          ) : (
+            <span className="text-emerald-300/80">点击查看</span>
+          )}
+        </span>
+      </div>
+
+      {/* 内联关键帧:进度条流动 */}
+      <style>{`
+        @keyframes bubble-progress {
+          0% { transform: translateX(-100%); }
+          100% { transform: translateX(300%); }
+        }
+        .animate-bubble-progress { animation: bubble-progress 1.6s ease-in-out infinite; }
+      `}</style>
+    </motion.div>
+  )
+}
+
+// ===== 位置持久化 =====
+const POS_KEY = 'ai_bubble_pos'
+function loadPos(): { x: number; y: number } {
+  // 默认:右下角(距右边缘 EDGE_MARGIN,距底部留出空间避开右下角元素)
+  const defaultX = Math.max(EDGE_MARGIN, window.innerWidth - BUBBLE_W - EDGE_MARGIN)
+  const defaultY = Math.max(EDGE_MARGIN, window.innerHeight - 200)
+  try {
+    const v = localStorage.getItem(POS_KEY)
+    if (v) {
+      const p = JSON.parse(v)
+      if (typeof p.x === 'number' && typeof p.y === 'number') {
+        // 钳制到当前视口(防止保存的位置在缩小后的窗口外)
+        return {
+          x: Math.max(EDGE_MARGIN, Math.min(window.innerWidth - BUBBLE_W - EDGE_MARGIN, p.x)),
+          y: Math.max(EDGE_MARGIN, Math.min(window.innerHeight - 80, p.y)),
+        }
+      }
+    }
+  } catch { /* ignore */ }
+  return { x: defaultX, y: defaultY }
+}
+function savePos(p: { x: number; y: number }) {
+  try { localStorage.setItem(POS_KEY, JSON.stringify(p)) } catch { /* ignore */ }
+}
@@ -0,0 +1,225 @@
+import { Fragment, type ReactNode } from 'react'
+
+/**
+ * 轻量 Markdown 渲染器 — 零依赖,专为 AI 财务分析报告设计。
+ *
+ * 支持的语法(AI 财务分析提示词约束的子集,足够用):
+ * - 标题 # ## ### ####
+ * - 加粗 **text**
+ * - 行内代码 `code`
+ * - 无序列表 - / *
+ * - 有序列表 1.
+ * - 表格 | a | b |
+ * - 引用 >
+ * - 分隔线 --- / ***
+ * - 段落
+ *
+ * 不追求完整 GFM,只覆盖 AI 报告会产出的结构。
+ */
+
+// ===== 行内格式:加粗 / 行内代码 / 星号评级 =====
+
+function renderInline(text: string, keyBase: string): ReactNode[] {
+  const nodes: ReactNode[] = []
+  // 正则:匹配 **加粗** 或 `代码` 或 ★ 评级
+  const re = /(\*\*([^*]+)\*\*)|(`([^`]+)`)/g
+  let last = 0
+  let m: RegExpExecArray | null
+  let i = 0
+  while ((m = re.exec(text)) !== null) {
+    if (m.index > last) nodes.push(<Fragment key={`${keyBase}-t-${i}`}>{text.slice(last, m.index)}</Fragment>)
+    if (m[1]) {
+      // 加粗
+      nodes.push(<strong key={`${keyBase}-b-${i}`} className="font-semibold text-foreground">{m[2]}</strong>)
+    } else if (m[3]) {
+      // 行内代码
+      nodes.push(
+        <code key={`${keyBase}-c-${i}`} className="px-1 py-0.5 rounded bg-elevated text-[0.85em] font-mono text-accent">
+          {m[4]}
+        </code>,
+      )
+    }
+    last = m.index + m[0].length
+    i++
+  }
+  if (last < text.length) nodes.push(<Fragment key={`${keyBase}-t-end`}>{text.slice(last)}</Fragment>)
+  return nodes
+}
+
+// ===== 表格解析 =====
+
+function parseTable(lines: string[], start: number): { rows: string[][]; consumed: number } | null {
+  // 找到连续的表格行(以 | 开头)
+  const tableLines: string[] = []
+  let idx = start
+  while (idx < lines.length && lines[idx].trim().startsWith('|')) {
+    tableLines.push(lines[idx].trim())
+    idx++
+  }
+  if (tableLines.length < 2) return null
+  // 第二行必须是分隔行 |---|---|
+  if (!/^|[\s-:|]+$/.test(tableLines[1]) && !tableLines[1].split('|').every(c => /^[\s-:]*$/.test(c))) {
+    return null
+  }
+  const parseRow = (line: string) =>
+    line.replace(/^\|/, '').replace(/\|$/, '').split('|').map(c => c.trim())
+  const header = parseRow(tableLines[0])
+  const body = tableLines.slice(2).map(parseRow)
+  return { rows: [header, ...body], consumed: tableLines.length }
+}
+
+// ===== 主渲染 =====
+
+export function MarkdownRenderer({ content }: { content: string }) {
+  const lines = content.replace(/\r\n/g, '\n').split('\n')
+  const blocks: ReactNode[] = []
+  let i = 0
+  let key = 0
+
+  while (i < lines.length) {
+    const line = lines[i]
+    const trimmed = line.trim()
+
+    // 空行
+    if (!trimmed) {
+      i++
+      continue
+    }
+
+    // 分隔线
+    if (/^(-{3,}|\*{3,}|_{3,})$/.test(trimmed)) {
+      blocks.push(<hr key={key++} className="my-6 border-border" />)
+      i++
+      continue
+    }
+
+    // 标题
+    const hMatch = trimmed.match(/^(#{1,4})\s+(.+)$/)
+    if (hMatch) {
+      const level = hMatch[1].length
+      const text = hMatch[2]
+      const sizeCls = level === 1 ? 'text-base' : level === 2 ? 'text-sm' : 'text-xs'
+      const mtCls = level <= 2 ? 'mt-6' : 'mt-5'
+      blocks.push(
+        <div key={key++} className={`${sizeCls} ${mtCls} mb-3 font-semibold text-foreground flex items-center gap-1.5`}>
+          {renderInline(text, `h-${key}`)}
+        </div>,
+      )
+      i++
+      continue
+    }
+
+    // 引用
+    if (trimmed.startsWith('>')) {
+      const quoteLines: string[] = []
+      while (i < lines.length && lines[i].trim().startsWith('>')) {
+        quoteLines.push(lines[i].trim().replace(/^>\s?/, ''))
+        i++
+      }
+      blocks.push(
+        <blockquote key={key++} className="my-4 pl-3 border-l-2 border-amber-400/40 bg-amber-400/[0.04] py-1.5 pr-2 rounded-r text-xs text-secondary">
+          {renderInline(quoteLines.join(' '), `q-${key}`)}
+        </blockquote>,
+      )
+      continue
+    }
+
+    // 表格
+    if (trimmed.startsWith('|')) {
+      const table = parseTable(lines, i)
+      if (table) {
+        const [header, ...body] = table.rows
+        const ncol = header.length
+        blocks.push(
+          <div key={key++} className="my-5 overflow-hidden rounded-btn border border-border/30">
+            <table className="w-full text-xs border-collapse table-fixed">
+              <colgroup>
+                {/* 首列(维度)较窄;末列(判断/说明)最宽并允许折行 */}
+                <col className="w-auto" />
+                {Array.from({ length: ncol - 1 }).map((_, ci) => (
+                  <col key={ci} className={ci === ncol - 2 ? 'w-1/2' : 'w-auto'} />
+                ))}
+              </colgroup>
+              <thead>
+                <tr className="bg-elevated/50">
+                  {header.map((cell, ci) => (
+                    <th key={ci} className="px-2.5 py-1.5 text-left font-medium text-foreground border-b border-border/40 whitespace-nowrap">
+                      {renderInline(cell, `th-${key}-${ci}`)}
+                    </th>
+                  ))}
+                </tr>
+              </thead>
+              <tbody>
+                {body.map((row, ri) => (
+                  <tr key={ri} className="border-b border-border/20 last:border-0 hover:bg-elevated/20">
+                    {row.map((cell, ci) => (
+                      <td key={ci} className="px-2.5 py-1.5 text-foreground align-top break-words">
+                        {renderInline(cell, `td-${key}-${ri}-${ci}`)}
+                      </td>
+                    ))}
+                  </tr>
+                ))}
+              </tbody>
+            </table>
+          </div>,
+        )
+        i += table.consumed
+        continue
+      }
+    }
+
+    // 无序列表
+    if (/^[-*]\s+/.test(trimmed)) {
+      const items: string[] = []
+      while (i < lines.length && /^\s*[-*]\s+/.test(lines[i])) {
+        items.push(lines[i].replace(/^\s*[-*]\s+/, ''))
+        i++
+      }
+      blocks.push(
+        <ul key={key++} className="my-4 space-y-2">
+          {items.map((item, ii) => (
+            <li key={ii} className="flex items-start gap-2 text-sm text-foreground leading-relaxed">
+              <span className="mt-[7px] h-1 w-1 rounded-full bg-accent/60 shrink-0" />
+              <span>{renderInline(item, `li-${key}-${ii}`)}</span>
+            </li>
+          ))}
+        </ul>,
+      )
+      continue
+    }
+
+    // 有序列表
+    if (/^\d+\.\s+/.test(trimmed)) {
+      const items: string[] = []
+      while (i < lines.length && /^\s*\d+\.\s+/.test(lines[i])) {
+        items.push(lines[i].replace(/^\s*\d+\.\s+/, ''))
+        i++
+      }
+      blocks.push(
+        <ol key={key++} className="my-4 space-y-2">
+          {items.map((item, ii) => (
+            <li key={ii} className="flex items-start gap-2 text-xs text-foreground/90 leading-relaxed">
+              <span className="mt-0.5 h-4 w-4 rounded-full bg-accent/10 text-accent text-[10px] font-mono flex items-center justify-center shrink-0">
+                {ii + 1}
+              </span>
+              <span className="flex-1 text-foreground">{renderInline(item, `ol-${key}-${ii}`)}</span>
+            </li>
+          ))}
+        </ol>,
+      )
+      continue
+    }
+
+    // 普通段落
+    blocks.push(
+      <p key={key++} className="my-3 text-sm text-foreground leading-relaxed">
+        {renderInline(trimmed, `p-${key}`)}
+      </p>,
+    )
+    i++
+  }
+
+  // 注意:外层不加 space-y-*,否则会覆盖各块自己的 margin-top 导致间距失效。
+  // 让各块的 my-* 自然叠加(margin collapse),间距更可控。
+  return <div>{blocks}</div>
+}
@@ -0,0 +1,125 @@
+import { useEffect } from 'react'
+import { History, Trash2, FileText, Clock, Sparkles, Loader2 } from 'lucide-react'
+import { useHistoryReports, openHistoryReport, deleteReport, loadHistory } from '@/lib/aiReportStore'
+import { useActiveTasks } from '@/lib/aiReportStore'
+
+/**
+ * AI 财务分析历史报告面板 —— 显示在财务页底部。
+ *
+ * - 列出最近 20 条报告(后端裁剪)
+ * - 点击查看 → 打开到对话框(历史模式)
+ * - 显示正在生成中的对应标的(若该标的有活跃任务,标注)
+ * - 支持删除单条
+ */
+export function ReportHistoryPanel() {
+  const { reports, loaded } = useHistoryReports()
+  const activeTasks = useActiveTasks()
+
+  // 首次挂载拉取一次
+  useEffect(() => { loadHistory() }, [])
+
+  // 活跃任务的 symbol 集合(用于在历史列表里标注"生成中")
+  const activeSymbols = new Set(activeTasks.map(t => t.symbol))
+
+  if (!loaded) {
+    return (
+      <div className="rounded-card border border-border/40 bg-surface px-4 py-6 text-center">
+        <Loader2 />
+      </div>
+    )
+  }
+
+  if (reports.length === 0) {
+    return (
+      <div className="rounded-card border border-dashed border-border/50 bg-surface/50 px-6 py-8 text-center">
+        <History className="mx-auto h-6 w-6 text-muted/40" />
+        <div className="mt-2 text-xs text-muted">暂无历史分析报告</div>
+        <div className="mt-0.5 text-[10px] text-muted/60">选择个股后点击「AI 财务分析」生成,报告会自动保存在此</div>
+      </div>
+    )
+  }
+
+  return (
+    <div className="rounded-card border border-border bg-surface overflow-hidden">
+      {/* 标题栏 */}
+      <div className="flex items-center justify-between px-4 py-2.5 border-b border-border/50 bg-elevated/20">
+        <div className="flex items-center gap-2">
+          <History className="h-3.5 w-3.5 text-secondary" />
+          <span className="text-xs font-medium text-foreground">历史分析报告</span>
+          <span className="text-[10px] text-muted">{reports.length}/20</span>
+        </div>
+        <span className="text-[10px] text-muted/60">点击查看 · 报告最多保留 20 条</span>
+      </div>
+
+      {/* 列表 */}
+      <div className="divide-y divide-border/30 max-h-80 overflow-y-auto">
+        {reports.map(r => {
+          const isGenerating = activeSymbols.has(r.symbol)
+          return (
+            <div
+              key={r.id}
+              className="group flex items-center gap-3 px-4 py-2.5 hover:bg-elevated/30 transition-colors cursor-pointer"
+              onClick={() => openHistoryReport(r.id)}
+            >
+              {/* 图标 */}
+              <div className={`flex h-8 w-8 items-center justify-center rounded-lg shrink-0 ${
+                isGenerating
+                  ? 'bg-purple-400/10 text-purple-300'
+                  : 'bg-elevated text-secondary group-hover:text-accent'
+              }`}>
+                {isGenerating
+                  ? <Sparkles className="h-3.5 w-3.5 animate-pulse" />
+                  : <FileText className="h-3.5 w-3.5" />}
+              </div>
+
+              {/* 主信息 */}
+              <div className="flex-1 min-w-0">
+                <div className="flex items-center gap-2">
+                  <span className="text-xs font-medium text-foreground truncate">{r.name || r.symbol}</span>
+                  <span className="text-[10px] font-mono text-muted shrink-0">{r.symbol}</span>
+                  {r.focus && (
+                    <span className="hidden sm:inline-block px-1.5 py-px rounded bg-purple-400/10 text-purple-300 text-[9px] shrink-0">
+                      {r.focus}
+                    </span>
+                  )}
+                </div>
+                {/* 摘要 */}
+                <div className="flex items-center gap-2 mt-0.5">
+                  <span className="text-[10px] text-muted/70 flex items-center gap-1">
+                    <Clock className="h-2.5 w-2.5" />
+                    {fmtRelative(r.created_at)}
+                  </span>
+                  {r.summary && (
+                    <span className="text-[10px] text-muted/50 truncate">{r.summary}</span>
+                  )}
+                </div>
+              </div>
+
+              {/* 删除按钮 */}
+              <button
+                onClick={e => { e.stopPropagation(); deleteReport(r.id) }}
+                className="opacity-0 group-hover:opacity-100 p-1.5 rounded-lg hover:bg-danger/10 text-muted hover:text-danger transition-all shrink-0"
+                title="删除"
+              >
+                <Trash2 className="h-3.5 w-3.5" />
+              </button>
+            </div>
+          )
+        })}
+      </div>
+    </div>
+  )
+}
+
+// ===== 小工具 =====
+function fmtRelative(iso: string): string {
+  try {
+    const t = new Date(iso).getTime()
+    const diff = Date.now() - t
+    if (diff < 60_000) return '刚刚'
+    if (diff < 3600_000) return `${Math.floor(diff / 60_000)} 分钟前`
+    if (diff < 86400_000) return `${Math.floor(diff / 3600_000)} 小时前`
+    if (diff < 7 * 86400_000) return `${Math.floor(diff / 86400_000)} 天前`
+    return new Date(iso).toLocaleDateString('zh-CN', { month: '2-digit', day: '2-digit' })
+  } catch { return '' }
+}
@@ -1,5 +1,6 @@
 import { useState } from 'react'
-import { CalendarDays, TrendingUp, FileText, Wallet, Activity, Sparkles } from 'lucide-react'
+import { motion, AnimatePresence } from 'framer-motion'
+import { CalendarDays, TrendingUp, FileText, Wallet, Activity, Sparkles, AlertTriangle, Loader2 } from 'lucide-react'
 import {
  useFinancialMetrics,
  useFinancialIncome,
@@ -8,6 +9,8 @@ import {
 } from '@/lib/useFinancials'
 import { fmtPrice, fmtBigNum, fmtDate } from '@/lib/format'
 import { Skeleton } from '@/components/data/Skeleton'
+import { startAnalysis, findLatestHistoryReport, openHistoryReport } from '@/lib/aiReportStore'
+import { toast } from '@/components/Toast'

 interface Props {
  symbol: string
@@ -112,11 +115,33 @@ function formatValue(v: number | null | undefined, fmt: FmtType): string {

 export function StockFinancialDetail({ symbol, name }: Props) {
  const [tab, setTab] = useState<TabKey>('metrics')
-  // AI 财务分析占位: 功能开发中, 点击提示
-  const [showDevToast, setShowDevToast] = useState(false)
-  const handleAiAnalysis = () => {
-    setShowDevToast(true)
-    setTimeout(() => setShowDevToast(false), 2500)
+  // AI 分析:点击时检查历史,若已有同标的报告则二次确认
+  const [checking, setChecking] = useState(false)
+  const [confirmReport, setConfirmReport] = useState<{ id: string; created_at: string; focus: string } | null>(null)
+
+  const handleAiClick = async () => {
+    if (checking) return
+    setChecking(true)
+    try {
+      const latest = await findLatestHistoryReport(symbol)
+      if (latest) {
+        // 有历史报告 → 弹二次确认
+        setConfirmReport({ id: latest.id, created_at: latest.created_at, focus: latest.focus })
+      } else {
+        // 无历史 → 直接分析
+        await doAnalysis()
+      }
+    } catch {
+      // 查询失败不阻塞,直接分析
+      await doAnalysis()
+    } finally {
+      setChecking(false)
+    }
+  }
+
+  const doAnalysis = async () => {
+    const r = await startAnalysis(symbol, name)
+    if (r.error) toast(r.error, 'error')
  }

  const metrics = useFinancialMetrics(symbol)
@@ -143,7 +168,7 @@ export function StockFinancialDetail({ symbol, name }: Props) {
  const latestAnnounce = rows[0]?.announce_date ?? metrics.data?.data?.[0]?.announce_date ?? null

  return (
-    <div className="relative rounded-card border border-border bg-surface overflow-hidden">
+    <div className="rounded-card border border-border bg-surface overflow-hidden">
      {/* 头部:标的 + 报告期 */}
      <div className="px-5 py-4 border-b border-border flex items-center gap-3 flex-wrap">
        <div className="flex items-baseline gap-2 min-w-0">
@@ -151,6 +176,15 @@ export function StockFinancialDetail({ symbol, name }: Props) {
          <span className="text-xs font-mono text-muted">{symbol}</span>
        </div>
        <div className="flex items-center gap-2 ml-auto">
+          <button
+            onClick={handleAiClick}
+            disabled={checking}
+            className="inline-flex items-center gap-1 px-2.5 py-1 rounded-btn text-[11px] font-medium border border-purple-400/30 bg-purple-400/10 text-purple-300 hover:bg-purple-400/20 hover:border-purple-400/40 transition-all shrink-0 disabled:opacity-50"
+            title="AI 财务分析"
+          >
+            {checking ? <Loader2 className="h-3 w-3 animate-spin" /> : <Sparkles className="h-3 w-3" />}
+            AI 财务分析
+          </button>
          {latestPeriod && (
            <div className="flex items-center gap-1.5 text-xs text-secondary">
              <CalendarDays className="h-3.5 w-3.5" />
@@ -160,14 +194,6 @@ export function StockFinancialDetail({ symbol, name }: Props) {
              )}
            </div>
          )}
-          <button
-            onClick={handleAiAnalysis}
-            className="inline-flex items-center gap-1 px-2.5 py-1 rounded-btn text-[11px] font-medium border border-purple-400/30 bg-purple-400/10 text-purple-300 hover:bg-purple-400/20 transition-colors shrink-0"
-            title="AI 财务分析（开发中）"
-          >
-            <Sparkles className="h-3 w-3" />
-            AI 财务分析
-          </button>
        </div>
      </div>

@@ -241,12 +267,78 @@ export function StockFinancialDetail({ symbol, name }: Props) {
        )}
      </div>

-      {/* AI 分析开发中提示 */}
-      {showDevToast && (
-        <div className="absolute top-16 right-6 z-50 rounded-btn border border-purple-400/40 bg-purple-400/15 px-3 py-2 text-xs text-purple-200 shadow-lg backdrop-blur-sm animate-pulse">
-          ✨ AI 财务分析功能开发中，敬请期待
-        </div>
-      )}
+      {/* AI 分析二次确认:已有该标的历史报告 */}
+      <AnimatePresence>
+        {confirmReport && (
+          <div className="fixed inset-0 z-[70] flex items-center justify-center">
+            <motion.div
+              initial={{ opacity: 0 }} animate={{ opacity: 1 }} exit={{ opacity: 0 }}
+              transition={{ duration: 0.15 }}
+              className="absolute inset-0 bg-black/50 backdrop-blur-sm"
+              onClick={() => setConfirmReport(null)}
+            />
+            <motion.div
+              initial={{ opacity: 0, scale: 0.95, y: 12 }}
+              animate={{ opacity: 1, scale: 1, y: 0 }}
+              exit={{ opacity: 0, scale: 0.97, y: 8 }}
+              transition={{ duration: 0.2, ease: [0.16, 1, 0.3, 1] }}
+              className="relative w-[90vw] max-w-[400px] rounded-card border border-border bg-base shadow-2xl p-6"
+            >
+              <div className="flex items-start gap-3">
+                <div className="shrink-0 h-10 w-10 rounded-full bg-purple-400/12 flex items-center justify-center">
+                  <AlertTriangle className="h-5 w-5 text-purple-300" />
+                </div>
+                <div className="min-w-0 flex-1">
+                  <h3 className="text-sm font-semibold text-foreground mb-1.5">该个股已有分析报告</h3>
+                  <p className="text-xs text-secondary leading-relaxed">
+                    <span className="font-medium text-foreground">{name}</span>
+                    <span className="font-mono text-muted"> {symbol}</span> 在
+                    <span className="text-purple-300 font-medium"> {fmtReportTime(confirmReport.created_at)} </span>
+                    已生成过 AI 财务分析报告。
+                  </p>
+                  <p className="mt-2 text-[11px] text-muted">
+                    您可以查看历史报告,或基于最新数据重新生成一份。
+                  </p>
+                </div>
+              </div>
+              <div className="flex items-center justify-end gap-2 mt-5">
+                <button
+                  onClick={() => setConfirmReport(null)}
+                  className="px-3 py-1.5 rounded-btn bg-elevated text-secondary hover:bg-elevated/80 text-xs transition-colors"
+                >
+                  取消
+                </button>
+                <button
+                  onClick={() => { if (confirmReport) openHistoryReport(confirmReport.id); setConfirmReport(null) }}
+                  className="px-3 py-1.5 rounded-btn border border-border text-secondary hover:text-foreground text-xs font-medium transition-colors"
+                >
+                  查看历史报告
+                </button>
+                <button
+                  onClick={() => { doAnalysis(); setConfirmReport(null) }}
+                  className="inline-flex items-center gap-1.5 px-3 py-1.5 rounded-btn bg-gradient-to-r from-purple-500/80 to-fuchsia-500/80 text-white text-xs font-medium hover:from-purple-500 hover:to-fuchsia-500 transition-all"
+                >
+                  <Sparkles className="h-3.5 w-3.5" />
+                  重新分析
+                </button>
+              </div>
+            </motion.div>
+          </div>
+        )}
+      </AnimatePresence>
    </div>
  )
 }
+
+// 历史报告时间友好显示
+function fmtReportTime(iso: string): string {
+  try {
+    const t = new Date(iso).getTime()
+    const diff = Date.now() - t
+    if (diff < 60_000) return '刚刚'
+    if (diff < 3600_000) return `${Math.floor(diff / 60_000)} 分钟前`
+    if (diff < 86400_000) return `${Math.floor(diff / 3600_000)} 小时前`
+    if (diff < 7 * 86400_000) return `${Math.floor(diff / 86400_000)} 天前`
+    return new Date(iso).toLocaleString('zh-CN', { month: '2-digit', day: '2-digit', hour: '2-digit', minute: '2-digit' })
+  } catch { return '' }
+}
@@ -1,9 +1,11 @@
 import { useState } from 'react'
+import { Link } from 'react-router-dom'
 import { useMutation, useQuery, useQueryClient } from '@tanstack/react-query'
 import { Save, X, Plus, Search } from 'lucide-react'
 import { api, genRuleId, type MonitorRule, type MonitorCondition } from '@/lib/api'
 import { QK } from '@/lib/queryKeys'
 import { SignalPicker } from '@/components/screener/SignalPicker'
+import { usePreferences } from '@/lib/useSharedQueries'

 interface Props {
  /** 编辑现有规则;null=新建 */
@@ -42,9 +44,15 @@ export function RuleEditor({ rule, preset, simple, onClose, onSaved }: Props) {
  const qc = useQueryClient()
  const options = useQuery({ queryKey: QK.monitorRuleOptions, queryFn: api.monitorRuleOptions })
  const strategies = useQuery({ queryKey: QK.screenerStrategies, queryFn: api.screenerStrategies })
+  const { data: prefs } = usePreferences()
+  const feishuConfigured = !!(prefs?.feishu_webhook_url)
  const [editing] = useState(!!rule)
+  // 新建规则: 预填全局「默认推送渠道」(飞书), preset 显式指定时以 preset 为准。
+  // 编辑规则: 完全沿用规则自身配置, 不受默认值影响。
  const [draft, setDraft] = useState<MonitorRule>(
-    rule ? { ...rule, conditions: rule.conditions.map(c => ({ ...c })) } : emptyRule(preset),
+    rule
+      ? { ...rule, conditions: rule.conditions.map(c => ({ ...c })) }
+      : { ...emptyRule(preset), webhook_enabled: preset?.webhook_enabled ?? !!(prefs?.webhook_enabled_default) },
  )
  const [error, setError] = useState('')
  const [symbolQuery, setSymbolQuery] = useState('')
@@ -92,7 +100,8 @@ export function RuleEditor({ rule, preset, simple, onClose, onSaved }: Props) {
      ...d,
      conditions: [...d.conditions, op === 'truth'
        ? { field: 'signal_volume_surge', op: 'truth' }
-        : { field: 'rsi_14', op: '<', value: 30 }],
+        // simple 模式(个股弹窗)默认现价; 完整模式默认 RSI 超卖
+        : { field: simple ? 'close' : 'rsi_14', op: '<', value: simple ? 0 : 30 }],
    }))
  const removeCond = (idx: number) =>
    setDraft(d => ({ ...d, conditions: d.conditions.filter((_, i) => i !== idx) }))
@@ -139,6 +148,38 @@ export function RuleEditor({ rule, preset, simple, onClose, onSaved }: Props) {
          <SignalPicker signals={selectedSignals} onChange={onSignalPickerChange} kind="entry" />
        </div>

+        {/* 价位条件 (阈值) — 与信号共存, 可选添加 */}
+        <div className="space-y-1.5">
+          <div className="flex items-center justify-between">
+            <span className="text-[11px] text-muted">价位条件 (可选)</span>
+            <button onClick={() => addCond('threshold')} className="inline-flex items-center gap-1 text-[11px] text-accent hover:text-accent/80 cursor-pointer">
+              <Plus className="h-3 w-3" />添加价位
+            </button>
+          </div>
+          {thresholdConds.length > 0 && (
+            <div className="space-y-1.5">
+              {thresholdConds.map((c, i) => {
+                const realIdx = draft.conditions.indexOf(c)
+                return (
+                  <div key={i} className="flex items-center gap-1.5">
+                    <span className="text-[10px] text-muted/60 w-6 text-right shrink-0">{i === 0 && selectedSignals.length === 0 ? '当' : draft.logic === 'and' ? '且' : '或'}</span>
+                    <select value={c.field} onChange={e => updateCond(realIdx, { field: e.target.value })} className="flex-1 h-7 px-1.5 rounded bg-base border border-border text-[11px] text-foreground focus:outline-none focus:border-accent/50">
+                      {thresholdFields.map(f => <option key={f.key} value={f.key}>{f.label}</option>)}
+                    </select>
+                    <select value={c.op} onChange={e => updateCond(realIdx, { op: e.target.value })} className="w-12 h-7 px-1 rounded bg-base border border-border text-[11px] font-mono text-foreground text-center focus:outline-none focus:border-accent/50">
+                      {operators.map(op => <option key={op} value={op}>{op}</option>)}
+                    </select>
+                    <input type="number" value={c.value ?? 0} onChange={e => updateCond(realIdx, { value: parseFloat(e.target.value) })} step="any" className="w-24 h-7 px-1.5 rounded bg-base border border-border text-[11px] font-mono text-foreground text-center focus:outline-none focus:border-accent/50" />
+                    <button onClick={() => removeCond(realIdx)} className="p-1 rounded text-muted hover:text-danger hover:bg-danger/10 cursor-pointer">
+                      <X className="h-3.5 w-3.5" />
+                    </button>
+                  </div>
+                )
+              })}
+            </div>
+          )}
+        </div>
+
        <label className="space-y-1.5">
          <span className="text-[11px] text-muted">备注 (可选)</span>
          <input value={draft.message} onChange={e => setDraft(d => ({ ...d, message: e.target.value }))} placeholder="给这条监控加个备注" className="h-9 w-full rounded-btn border border-border bg-base px-3 text-xs text-foreground" />
@@ -335,21 +376,59 @@ export function RuleEditor({ rule, preset, simple, onClose, onSaved }: Props) {
        </label>
      </div>

-      {/* Webhook 推送 (占位, 后续开发) */}
+      {/* Webhook 推送 — 飞书可用, QMT/ptrade 待定 */}
      <div className="rounded-btn border border-border/40 bg-base/40 p-3 space-y-2">
-        <div className="flex items-center justify-between">
-          <div>
-            <span className="text-[11px] font-medium text-foreground">Webhook 推送</span>
-            <span className="ml-1.5 rounded bg-muted/10 px-1 py-px text-[9px] text-muted">开发中</span>
-          </div>
-          <label className="flex items-center gap-1.5 cursor-not-allowed opacity-50">
+        <div className="flex items-center gap-1.5">
+          <span className="text-[11px] font-medium text-foreground">Webhook 推送</span>
+          <span className="text-[9px] text-muted">触发时推送告警到外部</span>
+        </div>
+
+        {/* 渠道列表 */}
+        <div className="space-y-1.5">
+          {/* 飞书 (可用) */}
+          <label className="flex items-center gap-2 cursor-pointer">
+            <input
+              type="checkbox"
+              checked={!!draft.webhook_enabled}
+              onChange={e => setDraft(d => ({ ...d, webhook_enabled: e.target.checked }))}
+              className="h-3 w-3 accent-accent cursor-pointer"
+            />
+            <span className="text-[11px] text-foreground">飞书</span>
+            <span className="text-[9px] text-muted">群机器人</span>
+            {draft.webhook_enabled && (
+              <span className={`ml-auto text-[9px] ${feishuConfigured ? 'text-emerald-500' : 'text-warning'}`}>
+                {feishuConfigured ? '已配置' : '未配置'}
+              </span>
+            )}
+          </label>
+
+          {/* QMT (待定) */}
+          <label className="flex items-center gap-2 cursor-not-allowed opacity-50">
            <input type="checkbox" disabled className="h-3 w-3 accent-accent" />
-            <span className="text-[10px] text-muted">启用</span>
+            <span className="text-[11px] text-secondary">QMT</span>
+            <span className="rounded bg-muted/10 px-1 py-px text-[9px] text-muted">待定</span>
+          </label>
+
+          {/* ptrade (待定) */}
+          <label className="flex items-center gap-2 cursor-not-allowed opacity-50">
+            <input type="checkbox" disabled className="h-3 w-3 accent-accent" />
+            <span className="text-[11px] text-secondary">ptrade</span>
+            <span className="rounded bg-muted/10 px-1 py-px text-[9px] text-muted">待定</span>
          </label>
        </div>
-        <p className="text-[10px] leading-relaxed text-muted">
-          触发时把信号推送到外部软件 (如 QMT、掘金量化),实现自动下单。后续版本支持。
-        </p>
+
+        {/* 飞书勾选但全局未配置 → 提示前往设置 */}
+        {draft.webhook_enabled && !feishuConfigured && (
+          <p className="text-[10px] leading-relaxed text-warning/80">
+            飞书 Webhook 地址尚未配置,
+            <Link to="/settings?tab=monitoring" className="text-accent hover:text-accent/80">前往设置页配置 →</Link>
+          </p>
+        )}
+        {draft.webhook_enabled && feishuConfigured && (
+          <p className="text-[10px] leading-relaxed text-muted">
+            命中本规则时,告警将推送到设置页配置的飞书群。
+          </p>
+        )}
      </div>

      {error && <div className="rounded-btn border border-danger/30 bg-danger/5 px-3 py-2 text-xs text-danger">{error}</div>}
@@ -0,0 +1,547 @@
+import { useEffect, useRef, useMemo, useState } from 'react'
+import * as echarts from 'echarts'
+import type { ECharts, EChartsOption } from 'echarts'
+import type { KlineRow, LevelSeries } from '@/lib/api'
+
+/**
+ * 个股分析专用日 K 图表。
+ *
+ * 与 StockDailyKChart/EChartsCandlestick 刻意不复用:
+ *   - 那套图表面向「行情浏览」,强调全套指标副图(MA/MACD/KDJ/BOLL)、涨停标记等;
+ *   - 本图表面向「分析决策」,核心是【关键价位】(压力/支撑/密集区/枢轴/前高前低),
+ *     通过开关按钮控制各价位组的显隐,布局更简洁(主图 + 成交量即可)。
+ *
+ * 预留接口(类型已定义,渲染逻辑留 hook,后续实现):
+ *   - markers: 日期标记点(新闻/暴雷/利好 → markPoint)
+ *   - ranges:  区间高亮(事件区间 → markArea)
+ *   - onDateClick: 点击日期回调(后续接消息面时间轴)
+ *   - 指标副图: 后续如需 MACD/KDJ,按 SUB_CHARTS 模式扩展
+ */
+
+// ===== 配色(与主图一致的红涨绿跌,深色背景) =====
+const THEME = {
+  bull: '#C74040',
+  bear: '#2D9B65',
+  text: '#A1A1AA',
+  grid: 'rgba(255,255,255,0.04)',
+  volUp: 'rgba(240,68,56,0.5)',
+  volDown: 'rgba(18,183,106,0.5)',
+}
+
+// ===== 价位类型(与后端 levels.py 的 LEVEL_TYPES 对齐) =====
+export type LevelType = 'sr' | 'pivot' | 'extreme' | 'boll' | 'keltner_s' | 'keltner_m' | 'keltner_l' | 'atr_stop' | 'gap' | 'fib' | 'round'
+
+export interface PriceLevel {
+  value: number
+  label: string
+  type: LevelType
+  side: 'resistance' | 'support' | 'neutral'
+  strength?: 'strong' | 'medium' | 'weak'
+  /** 档位(仅 pivot 有):0=P, 1=R1/S1, 2=R2/S2, 3=R3/S3 */
+  rank?: number
+}
+
+/** 价位组开关配置:label = 按钮文案,color = markLine 颜色 */
+export const LEVEL_GROUPS: { key: LevelType; label: string; color: string }[] = [
+  { key: 'sr',       label: '压力支撑',  color: '#F97316' },   // 橙(成交密集区,价量驱动)
+  { key: 'pivot',    label: '枢轴点',    color: '#8B5CF6' },   // 紫
+  { key: 'extreme',  label: '前高前低',  color: '#EAB308' },   // 黄
+  { key: 'boll',     label: '布林带',    color: '#F97316' },   // 橙(MA20±2σ 曲线)
+  { key: 'keltner_s',label: 'Keltner短期',  color: '#06B6D4' },   // 青(MA20±2ATR 曲线)
+  { key: 'keltner_m',label: 'Keltner中期',  color: '#22D3EE' },   // 浅青(MA60±2.5ATR 曲线)
+  { key: 'keltner_l',label: 'Keltner长期',  color: '#67E8F9' },   // 更浅青(MA120±3ATR 曲线)
+  { key: 'atr_stop', label: 'ATR止损',  color: '#EF4444' },   // 红(警示)
+  { key: 'gap',      label: '缺口位',    color: '#EC4899' },   // 粉
+  { key: 'fib',      label: '斐波那契',  color: '#F59E0B' },   // 金
+  { key: 'round',    label: '整数关口',  color: '#71717A' },   // 灰(心理位,弱视觉)
+]
+
+// 通道曲线元数据(单一数据源):供 buildOption 画线 + 右侧面板取最新值共用。
+//   alignedKey: alignedSeries 中的 key(由 series.boll/keltner/atr 对齐而来)
+//   group:      属于哪个价位开关组(开关该组即开关这条曲线)
+//   endLabel:   右侧端点标签(显示最新值的文字)
+const CURVE_DEFS: { alignedKey: string; group: LevelType; endLabel: string; color: string; dashed?: boolean }[] = [
+  { alignedKey: 'boll_upper',     group: 'boll',      endLabel: '布林上轨', color: '#F97316', dashed: true },
+  { alignedKey: 'boll_lower',     group: 'boll',      endLabel: '布林下轨', color: '#F97316', dashed: true },
+  { alignedKey: 'boll_mid',       group: 'boll',      endLabel: '布林中轨', color: '#FB923C', dashed: false },
+  { alignedKey: 'keltner_s_upper',group: 'keltner_s', endLabel: 'Keltner短上', color: '#06B6D4', dashed: true },
+  { alignedKey: 'keltner_s_lower',group: 'keltner_s', endLabel: 'Keltner短下', color: '#06B6D4', dashed: true },
+  { alignedKey: 'keltner_m_upper',group: 'keltner_m', endLabel: 'Keltner中上', color: '#22D3EE', dashed: true },
+  { alignedKey: 'keltner_m_lower',group: 'keltner_m', endLabel: 'Keltner中下', color: '#22D3EE', dashed: true },
+  { alignedKey: 'keltner_l_upper',group: 'keltner_l', endLabel: 'Keltner长上', color: '#67E8F9', dashed: true },
+  { alignedKey: 'keltner_l_lower',group: 'keltner_l', endLabel: 'Keltner长下', color: '#67E8F9', dashed: true },
+  { alignedKey: 'atr_stop',       group: 'atr_stop',  endLabel: 'ATR止损', color: '#EF4444', dashed: true },
+  { alignedKey: 'atr_tp',         group: 'atr_stop',  endLabel: 'ATR止盈', color: '#F87171', dashed: true },
+]
+
+// ===== 预留:标记 / 区间(后续新闻面、事件区间用) =====
+export interface ChartMarker {
+  date: string
+  label?: string
+  color?: string
+  above?: boolean
+}
+export interface ChartRange {
+  start: string
+  end: string
+  label?: string
+  color?: string
+}
+
+interface Props {
+  rows: KlineRow[]
+  levels?: Record<LevelType, PriceLevel[]>
+  /** 带状曲线指标(布林带/Keltner/ATR)的每日序列 —— 画成跟随时间漂移的曲线 */
+  series?: LevelSeries
+  /** series 数据对应的日期数组(与 series 各数组对齐) */
+  seriesDates?: string[]
+  /** 默认开启的价位组 */
+  defaultLevelTypes?: LevelType[]
+  /** 预留:新闻/暴雷/利好日期标记 */
+  markers?: ChartMarker[]
+  /** 预留:事件区间高亮 */
+  ranges?: ChartRange[]
+  /** 预留:点击某根 K 线 */
+  onDateClick?: (date: string) => void
+  height?: number
+  className?: string
+}
+
+const VOL_PANE_H = 90
+
+export function AnalysisKChart({
+  rows,
+  levels,
+  series,
+  seriesDates,
+  defaultLevelTypes = ['sr', 'pivot', 'keltner_s'],
+  markers,
+  ranges,
+  onDateClick,
+  height = 460,
+  className,
+}: Props) {
+  const chartRef = useRef<HTMLDivElement>(null)
+  const chartInstRef = useRef<ECharts | null>(null)
+  const [activeTypes, setActiveTypes] = useState<Set<LevelType>>(new Set(defaultLevelTypes))
+  /** 枢轴点显示到第几档:1=只P+R1/S1, 2=到R2/S2, 3=全档(R3/S3) */
+  const [pivotRank, setPivotRank] = useState<1 | 2 | 3>(1)
+
+  // 数据预处理 + 带状曲线序列对齐(后端 series 的日期范围可能与 rows 不同,需映射)
+  const { dates, candle, vols, dateIndex, zoomStart, alignedSeries } = useMemo(() => {
+    const dates = rows.map(r => (typeof r.date === 'string' ? r.date.slice(0, 10) : String(r.date)))
+    const candle = rows.map(r => [r.open, r.close, r.low, r.high])
+    const vols = rows.map(r => ({
+      value: r.volume ?? 0,
+      itemStyle: { color: r.close >= r.open ? THEME.volUp : THEME.volDown },
+    }))
+    const dateIndex = new Map(dates.map((d, i) => [d, i]))
+    // 默认显示最近 6 个月 ≈ 120 个交易日;数据不足则全部显示
+    const showBars = 120
+    const zoomStart = dates.length > showBars ? Math.round((1 - showBars / dates.length) * 100) : 0
+
+    // 把后端 series(按 seriesDates 对齐)映射到前端 rows 的 dates 顺序
+    const alignedSeries: Record<string, (number | null)[]> = {}
+    if (series && seriesDates && seriesDates.length > 0) {
+      // 构建 seriesDates 索引
+      const sIdx = new Map(seriesDates.map((d, i) => [d, i]))
+      // 通用对齐:给定 series 里某条数组,返回与 rows dates 对齐的版本
+      const align = (arr: (number | null)[] | undefined): (number | null)[] => {
+        if (!arr) return dates.map(() => null)
+        return dates.map(d => {
+          const i = sIdx.get(d)
+          return i != null ? arr[i] : null
+        })
+      }
+      if (series.boll) {
+        alignedSeries['boll_upper'] = align(series.boll.upper)
+        alignedSeries['boll_lower'] = align(series.boll.lower)
+        if (series.boll.mid) alignedSeries['boll_mid'] = align(series.boll.mid)
+      }
+      if (series.keltner_s) {
+        alignedSeries['keltner_s_upper'] = align(series.keltner_s.upper)
+        alignedSeries['keltner_s_lower'] = align(series.keltner_s.lower)
+      }
+      if (series.keltner_m) {
+        alignedSeries['keltner_m_upper'] = align(series.keltner_m.upper)
+        alignedSeries['keltner_m_lower'] = align(series.keltner_m.lower)
+      }
+      if (series.keltner_l) {
+        alignedSeries['keltner_l_upper'] = align(series.keltner_l.upper)
+        alignedSeries['keltner_l_lower'] = align(series.keltner_l.lower)
+      }
+      if (series.atr) {
+        alignedSeries['atr_stop'] = align(series.atr.stop_loss)
+        alignedSeries['atr_tp'] = align(series.atr.take_profit)
+      }
+    }
+
+    return { dates, candle, vols, dateIndex, zoomStart, alignedSeries }
+  }, [rows, series, seriesDates])
+
+  // 构建 option
+  const buildOption = (): EChartsOption => {
+    const priceLines = collectPriceLines(levels, activeTypes, pivotRank)
+
+    // 三段布局:主图 / 成交量 / 缩放条,从上到下累加,各段之间留间距,互不遮挡
+    //   [16 顶部] [mainH 主图] [8 间距] [volH 成交量] [12 间距] [SLIDER_H 缩放条] [8 底部]
+    const SLIDER_H = 22
+    const PAD_TOP = 16
+    const GAP_MAIN_VOL = 8        // 主图 ↔ 成交量
+    const GAP_VOL_SLIDER = 12     // 成交量 ↔ 缩放条(留足,避免遮挡)
+    const PAD_BOTTOM = 8
+    const volH = VOL_PANE_H
+    const mainH = height - PAD_TOP - GAP_MAIN_VOL - volH - GAP_VOL_SLIDER - SLIDER_H - PAD_BOTTOM
+    const volTop = PAD_TOP + mainH + GAP_MAIN_VOL
+    const sliderBottom = PAD_BOTTOM
+
+    // 预留:markPoint(新闻标记)
+    const markPointData: any[] = (markers ?? [])
+      .filter(m => dateIndex.has(m.date))
+      .map(m => ({
+        coord: [m.date, rows[dateIndex.get(m.date)!].high],
+        symbol: 'pin', symbolSize: 32,
+        itemStyle: { color: m.color ?? '#EAB308' },
+        label: { show: !!m.label, formatter: m.label ?? '', fontSize: 9, color: '#fff' },
+      }))
+
+    // 预留:markArea(事件区间)
+    const markAreaData: any[] = (ranges ?? [])
+      .filter(r => dateIndex.has(r.start) && dateIndex.has(r.end))
+      .map(r => [{
+        xAxis: r.start, name: r.label ?? '',
+        itemStyle: { color: r.color ?? 'rgba(234,179,8,0.08)' },
+        label: r.label ? { show: true, position: 'insideTop', distance: 6, color: '#EAB308', fontSize: 10 } : undefined,
+      }, { xAxis: r.end }])
+
+    const series: any[] = [
+      {
+        name: 'K', type: 'candlestick', data: candle, animation: false,
+        itemStyle: {
+          color: THEME.bull, color0: THEME.bear,
+          borderColor: THEME.bull, borderColor0: THEME.bear,
+        },
+        markPoint: markPointData.length ? { data: markPointData, animation: false } : undefined,
+        markArea: markAreaData.length ? { silent: true, data: markAreaData } : undefined,
+      },
+      {
+        name: '成交量', type: 'bar', xAxisIndex: 1, yAxisIndex: 1,
+        data: vols, animation: false,
+      },
+    ]
+
+    // 价位水平线 —— 用 line series(恒定值)画水平线,endLabel 显示标签文字;
+    // 与通道曲线一致,标签落在右侧 grid.right 预留带(外侧),不压蜡烛。
+    for (const p of priceLines) {
+      series.push({
+        name: p.label, type: 'line', silent: true, animation: false,
+        symbol: 'none',
+        data: dates.map(() => p.value),
+        lineStyle: { width: 1, color: p.color, type: 'dashed', opacity: 0.7 },
+        itemStyle: { color: p.color },
+        endLabel: {
+          show: true,
+          formatter: () => `${p.label} ${p.value.toFixed(2)}`,
+          color: p.color, fontSize: 9, fontFamily: 'JetBrains Mono, monospace',
+          backgroundColor: 'rgba(15,23,42,0.85)', padding: [1, 4], borderRadius: 2,
+          distance: 6,
+        },
+      })
+    }
+
+    // 带状曲线指标(布林带 / Keltner通道 / ATR止损) —— 跟随行情漂移的曲线
+    // 单一数据源 CURVE_DEFS 驱动:每条曲线带 endLabel(右侧端点标签),显示最新数值
+    for (const def of CURVE_DEFS) {
+      if (!activeTypes.has(def.group)) continue
+      const data = alignedSeries[def.alignedKey]
+      if (!data || !data.some(v => v != null)) continue
+      // 取最后一个有效值作为右侧端点显示文字
+      let lastVal: number | null = null
+      for (let i = data.length - 1; i >= 0; i--) {
+        if (data[i] != null) { lastVal = data[i]; break }
+      }
+      series.push({
+        name: def.endLabel, type: 'line', data: data.map(v => v ?? '-'),
+        smooth: true, symbol: 'none', silent: true, animation: false,
+        lineStyle: { width: 1, color: def.color, type: def.dashed === false ? 'solid' : 'dashed', opacity: 0.8 },
+        itemStyle: { color: def.color },
+        // 右侧端点标签:显示该通道的最新数值,距绘图区右缘留 6px 间距
+        endLabel: lastVal != null ? {
+          show: true,
+          formatter: () => `${lastVal!.toFixed(2)}`,
+          color: def.color, fontSize: 9, fontFamily: 'JetBrains Mono, monospace',
+          backgroundColor: 'rgba(15,23,42,0.85)', padding: [1, 4], borderRadius: 2,
+          distance: 6,
+        } : undefined,
+      })
+    }
+
+    return {
+      animation: false,
+      backgroundColor: 'transparent',
+      // grid.right 留出足够宽度给价位标签文字区:蜡烛只占左侧主区域,
+      // 价位线右端的标签文字显示在这条预留带里,不压在蜡烛上。
+      // 预留 ~144px:最长标签(如「成交密集区(POC) 12.34」)约 13 字符,fontSize 9 等宽。
+      grid: [
+        { left: 56, right: 144, top: 16, height: mainH },
+        { left: 56, right: 144, top: volTop, height: volH },
+      ],
+      xAxis: [
+        {
+          type: 'category', data: dates, boundaryGap: true,
+          axisLine: { lineStyle: { color: THEME.grid } },
+          axisLabel: { color: THEME.text, fontSize: 10 },
+          splitLine: { show: false },
+          axisPointer: { show: true, label: { show: false } },
+        },
+        {
+          type: 'category', gridIndex: 1, data: dates, boundaryGap: true,
+          axisLabel: { show: false }, axisLine: { show: false }, axisTick: { show: false },
+        },
+      ],
+      yAxis: [
+        { scale: true, splitLine: { lineStyle: { color: THEME.grid } },
+          axisLabel: { color: THEME.text, fontSize: 10, fontFamily: 'JetBrains Mono, monospace' } },
+        { scale: true, gridIndex: 1, splitNumber: 2,
+          // 成交量区不画背景横线
+          splitLine: { show: false },
+          axisLabel: { color: THEME.text, fontSize: 9, fontFamily: 'JetBrains Mono, monospace',
+                       formatter: (v: number) => fmtVol(v) } },
+      ],
+      dataZoom: [
+        { type: 'inside', xAxisIndex: [0, 1], start: zoomStart, end: 100 },
+        { type: 'slider', xAxisIndex: [0, 1], bottom: sliderBottom, height: SLIDER_H, start: zoomStart, end: 100,
+          borderColor: 'transparent', fillerColor: 'rgba(255,255,255,0.06)',
+          handleStyle: { color: '#52525B' }, textStyle: { color: THEME.text, fontSize: 10 } },
+      ],
+      // 不弹 hover tooltip(用户要求);但保留十字线 axisPointer 作为缩放/定位参照
+      tooltip: { show: false },
+      axisPointer: { link: [{ xAxisIndex: 'all' }] },
+      series,
+    }
+  }
+
+  // 初始化 + 数据更新
+  useEffect(() => {
+    if (!chartRef.current) return
+    if (!chartInstRef.current) {
+      chartInstRef.current = echarts.init(chartRef.current, undefined, { renderer: 'canvas' })
+      chartInstRef.current.on('click', (params: any) => {
+        // 预留:点击 K 线(非 markPoint/markLine)回调
+        if (params.componentType === 'series' && params.seriesType === 'candlestick' && onDateClick) {
+          onDateClick(dates[params.dataIndex])
+        }
+      })
+    }
+    chartInstRef.current.setOption(buildOption(), true)
+    // eslint-disable-next-line react-hooks/exhaustive-deps
+  }, [rows, levels, series, seriesDates, activeTypes, pivotRank, markers, ranges, height])
+
+  // resize
+  useEffect(() => {
+    const inst = chartInstRef.current
+    if (!inst) return
+    const onResize = () => inst.resize()
+    window.addEventListener('resize', onResize)
+    return () => { window.removeEventListener('resize', onResize); inst.dispose(); chartInstRef.current = null }
+  }, [])
+
+  const toggleType = (t: LevelType) => {
+    setActiveTypes(prev => {
+      const next = new Set(prev)
+      if (next.has(t)) next.delete(t)
+      else next.add(t)
+      return next
+    })
+  }
+
+  return (
+    <div className={className}>
+      {/* 价位开关按钮组 */}
+      {levels && (
+        <div className="flex flex-wrap items-center gap-1.5 mb-2">
+          <span className="text-[10px] text-muted mr-1">关键价位</span>
+          {LEVEL_GROUPS.map(g => {
+            const active = activeTypes.has(g.key)
+            // 枢轴点数量按当前档位过滤显示;其他组显示原始数量
+            const raw = levels[g.key] ?? []
+            const count = g.key === 'pivot'
+              ? raw.filter(p => p.rank === undefined || p.rank <= pivotRank).length
+              : raw.length
+            return (
+              <button
+                key={g.key}
+                onClick={() => toggleType(g.key)}
+                disabled={raw.length === 0}
+                title={`${g.label} (${count} 个)`}
+                className={`inline-flex items-center gap-1 h-6 px-2 rounded-md text-[10px] font-medium border transition-all disabled:opacity-30 disabled:cursor-not-allowed ${
+                  active
+                    ? 'text-foreground'
+                    : 'text-muted bg-base/40 border-border/30 hover:border-border/60'
+                }`}
+                style={active ? { borderColor: g.color + '66', backgroundColor: g.color + '1a' } : undefined}
+              >
+                <span className="h-1.5 w-1.5 rounded-full" style={{ backgroundColor: active ? g.color : '#52525B' }} />
+                {g.label}
+                <span className="opacity-50">{count}</span>
+              </button>
+            )
+          })}
+
+          {/* 枢轴点档位选择器 —— 仅当枢轴点开启时显示 */}
+          {activeTypes.has('pivot') && (levels.pivot?.length ?? 0) > 0 && (
+            <div className="inline-flex items-center gap-0.5 ml-1 pl-2 border-l border-border/40">
+              <span className="text-[10px] text-muted mr-1">档位</span>
+              {([1, 2, 3] as const).map(r => (
+                <button
+                  key={r}
+                  onClick={() => setPivotRank(r)}
+                  title={r === 1 ? 'P + R1/S1(3 个)' : r === 2 ? '到 R2/S2(5 个)' : '全档 R3/S3(7 个)'}
+                  className={`h-6 px-2 rounded-md text-[10px] font-mono border transition-all ${
+                    pivotRank === r
+                      ? 'bg-[#8B5CF6]/15 border-[#8B5CF6]/40 text-[#c4b5fd]'
+                      : 'text-muted bg-base/40 border-border/30 hover:border-border/60'
+                  }`}
+                >
+                  {r}
+                </button>
+              ))}
+            </div>
+          )}
+        </div>
+      )}
+      {/* 图表:右侧预留带(grid.right 预留)显示价位标签文字,不压蜡烛 */}
+      <div ref={chartRef} style={{ width: '100%', height }} />
+
+      {/* 价位统计面板:把当前开启的点位按"压力 / 支撑"结构化列出 */}
+      {levels && (
+        <LevelOverview
+          levels={levels}
+          activeTypes={activeTypes}
+          pivotRank={pivotRank}
+          close={rows.length ? rows[rows.length - 1].close : undefined}
+        />
+      )}
+    </div>
+  )
+}
+
+// ===== 价位统计面板(图表下方,结构化文本展示) =====
+function LevelOverview({
+  levels, activeTypes, pivotRank, close,
+}: {
+  levels: Record<LevelType, PriceLevel[]>
+  activeTypes: Set<LevelType>
+  pivotRank: 1 | 2 | 3
+  close?: number
+}) {
+  // 收集当前显示的点位(同 collectPriceLines 的过滤逻辑)
+  const visible: PriceLevel[] = []
+  for (const g of LEVEL_GROUPS) {
+    if (!activeTypes.has(g.key)) continue
+    for (const p of levels[g.key] ?? []) {
+      if (p.type === 'pivot' && p.rank !== undefined && p.rank > pivotRank) continue
+      visible.push(p)
+    }
+  }
+  if (visible.length === 0) return null
+
+  // 按方向分两组:压力位(在当前价之上) / 支撑位(之下),各自按距当前价远近排序
+  const cur = close ?? visible[0].value
+  const resistances = visible
+    .filter(p => p.side === 'resistance')
+    .sort((a, b) => a.value - b.value)        // 由近及远(低→高)
+  const supports = visible
+    .filter(p => p.side === 'support')
+    .sort((a, b) => b.value - a.value)         // 由近及远(高→低)
+  const neutrals = visible.filter(p => p.side === 'neutral')
+
+  const fmtPct = (v: number) => {
+    if (!cur) return ''
+    const pct = ((v - cur) / cur) * 100
+    const sign = pct >= 0 ? '+' : ''
+    return `${sign}${pct.toFixed(1)}%`
+  }
+
+  const Row = ({ p }: { p: PriceLevel }) => {
+    const color = LEVEL_GROUPS.find(g => g.key === p.type)?.color ?? THEME.text
+    return (
+      <div className="flex items-center gap-2 py-0.5">
+        <span className="h-1.5 w-1.5 rounded-full shrink-0" style={{ backgroundColor: color }} />
+        <span className="text-[11px] text-secondary w-24 shrink-0 truncate">{p.label}</span>
+        <span className="text-[11px] font-mono text-foreground">{p.value.toFixed(2)}</span>
+        <span className="text-[9px] font-mono text-muted">{fmtPct(p.value)}</span>
+      </div>
+    )
+  }
+
+  return (
+    <div className="mt-3 grid grid-cols-1 sm:grid-cols-2 gap-x-6 gap-y-1 rounded-lg border border-border/40 bg-base/20 px-3 py-2">
+      {/* 当前价 */}
+      <div className="sm:col-span-2 flex items-center gap-2 pb-1 border-b border-border/30 mb-0.5">
+        <span className="text-[10px] text-muted">当前价</span>
+        <span className="text-xs font-mono font-medium text-foreground">{cur.toFixed(2)}</span>
+      </div>
+      {/* 压力位(从近到远,即从低到高)倒序展示:最高的在最上 */}
+      {resistances.length > 0 && (
+        <div>
+          <div className="text-[10px] font-medium text-bear mb-0.5">压力位 ↑</div>
+          {[...resistances].reverse().map((p, i) => <Row key={`r-${i}`} p={p} />)}
+        </div>
+      )}
+      {/* 支撑位 + 中性(枢轴位 P) */}
+      <div>
+        {supports.length > 0 && (
+          <>
+            <div className="text-[10px] font-medium text-bull mb-0.5">支撑位 ↓</div>
+            {supports.map((p, i) => <Row key={`s-${i}`} p={p} />)}
+          </>
+        )}
+        {neutrals.length > 0 && (
+          <div className={supports.length > 0 ? 'mt-2' : ''}>
+            {supports.length === 0 && <div className="text-[10px] font-medium text-muted mb-0.5">枢轴位</div>}
+            {neutrals.map((p, i) => <Row key={`n-${i}`} p={p} />)}
+          </div>
+        )}
+      </div>
+    </div>
+  )
+}
+
+// ===== 工具:收集要画的水平价位线(按开启的组 + 档位 + 强度配色) =====
+// 注意:带状指标(布林带/Keltner/ATR)改用曲线渲染,不在此画水平线,避免重复。
+function collectPriceLines(
+  levels: Record<LevelType, PriceLevel[]> | undefined,
+  active: Set<LevelType>,
+  pivotRank: 1 | 2 | 3,
+): { value: number; label: string; color: string }[] {
+  if (!levels) return []
+  const out: { value: number; label: string; color: string }[] = []
+  for (const g of LEVEL_GROUPS) {
+    if (!active.has(g.key)) continue
+    for (const p of levels[g.key] ?? []) {
+      // 枢轴点:按档位过滤(rank>P 的,只显示到选定的档位)
+      if (p.type === 'pivot' && p.rank !== undefined && p.rank > pivotRank) continue
+      // 波动通道类(boll / keltner三档 / atr_stop)整组走曲线渲染,不画水平线;
+      // sr 组现为成交密集区水平点,直接画线即可,无需特判。
+      if (p.type === 'boll' || p.type === 'keltner_s' || p.type === 'keltner_m'
+          || p.type === 'keltner_l' || p.type === 'atr_stop') continue
+      out.push({ value: p.value, label: p.label, color: strengthColor(p.strength, g.color) })
+    }
+  }
+  return out
+}
+
+function strengthColor(strength: string | undefined, base: string): string {
+  // strong 用实色,medium 用 0.85,weak 用 0.55 透明
+  if (strength === 'weak') return base + '8C'
+  if (strength === 'medium') return base + 'D9'
+  return base
+}
+
+function fmtVol(v: number): string {
+  if (!v) return '0'
+  if (v >= 1e8) return (v / 1e8).toFixed(2) + '亿'
+  if (v >= 1e4) return (v / 1e4).toFixed(0) + '万'
+  return v.toFixed(0)
+}
@@ -0,0 +1,207 @@
+import { useState, useRef, useEffect, useCallback } from 'react'
+import { motion, AnimatePresence } from 'framer-motion'
+import { Loader2, Check, AlertCircle } from 'lucide-react'
+import { useBubbleTasks, restoreDialog } from '@/lib/stockAnalysisStore'
+import type { ActiveTask } from '@/lib/stockAnalysisStore'
+
+/**
+ * AI 个股分析任务全局气泡 —— 与财务分析胶囊并列,蓝色主题区分。
+ * 挂在右侧,拖拽丝滑(逻辑同 AiReportBubble,独立状态池)。
+ *
+ * 与财务胶囊的差异:蓝色系 + "个股分析中"文案,避免与财务分析混淆。
+ */
+
+const BUBBLE_W = 148
+const EDGE_MARGIN = 12
+
+export function StockAnalysisBubble() {
+  const activeTasks = useBubbleTasks()
+  const containerRef = useRef<HTMLDivElement>(null)
+  const [pos, setPos] = useState<{ x: number; y: number }>(() => loadPos())
+
+  const draggingRef = useRef(false)
+  const dragData = useRef({ mx: 0, my: 0, ox: 0, oy: 0 })
+  const movedRef = useRef(false)
+  const clickTargetRef = useRef<(() => void) | null>(null)
+
+  const applyTransform = useCallback((x: number, y: number) => {
+    const el = containerRef.current
+    if (el) el.style.transform = `translate3d(${x}px, ${y}px, 0)`
+  }, [])
+
+  const clamp = useCallback((x: number, y: number) => {
+    const maxX = window.innerWidth - BUBBLE_W - EDGE_MARGIN
+    const maxY = window.innerHeight - 80
+    return {
+      x: Math.max(EDGE_MARGIN, Math.min(maxX, x)),
+      y: Math.max(EDGE_MARGIN, Math.min(maxY, y)),
+    }
+  }, [])
+
+  const onPointerDown = useCallback((e: React.PointerEvent) => {
+    draggingRef.current = true
+    movedRef.current = false
+    dragData.current = { mx: e.clientX, my: e.clientY, ox: pos.x, oy: pos.y }
+    const el = containerRef.current
+    if (el) el.classList.add('dragging')
+    ;(e.currentTarget as HTMLElement).setPointerCapture(e.pointerId)
+  }, [pos.x, pos.y])
+
+  const onPointerMove = useCallback((e: React.PointerEvent) => {
+    if (!draggingRef.current) return
+    const dx = e.clientX - dragData.current.mx
+    const dy = e.clientY - dragData.current.my
+    if (Math.abs(dx) > 2 || Math.abs(dy) > 2) movedRef.current = true
+    const c = clamp(dragData.current.ox + dx, dragData.current.oy + dy)
+    applyTransform(c.x, c.y)
+  }, [clamp, applyTransform])
+
+  const onPointerUp = useCallback(() => {
+    if (!draggingRef.current) return
+    draggingRef.current = false
+    const el = containerRef.current
+    if (el) el.classList.remove('dragging')
+    if (movedRef.current) {
+      setPos(prev => {
+        const transform = el?.style.transform ?? ''
+        const m = transform.match(/translate3d\(([-\d.]+)px,\s*([-\d.]+)px/)
+        const finalPos = m ? { x: parseFloat(m[1]), y: parseFloat(m[2]) } : prev
+        savePos(finalPos)
+        return finalPos
+      })
+    } else {
+      const fn = clickTargetRef.current
+      clickTargetRef.current = null
+      fn?.()
+    }
+  }, [])
+
+  useEffect(() => {
+    const onResize = () => {
+      setPos(prev => {
+        const c = clamp(prev.x, prev.y)
+        if (c.x !== prev.x || c.y !== prev.y) {
+          applyTransform(c.x, c.y)
+          return c
+        }
+        return prev
+      })
+    }
+    window.addEventListener('resize', onResize)
+    return () => window.removeEventListener('resize', onResize)
+  }, [clamp, applyTransform])
+
+  useEffect(() => { applyTransform(pos.x, pos.y) }, [pos.x, pos.y, applyTransform])
+
+  if (activeTasks.length === 0) return null
+
+  // 默认位置偏下,避免与财务胶囊(右下)重叠
+  return (
+    <div
+      ref={containerRef}
+      className="sa-bubble-root fixed z-[60] select-none cursor-grab active:cursor-grabbing"
+      style={{
+        width: `${BUBBLE_W}px`,
+        transform: `translate3d(${pos.x}px, ${pos.y}px, 0)`,
+        touchAction: 'none',
+        transition: 'transform 0.2s cubic-bezier(0.16, 1, 0.3, 1)',
+      }}
+      onPointerDown={onPointerDown}
+      onPointerMove={onPointerMove}
+      onPointerUp={onPointerUp}
+      onPointerCancel={onPointerUp}
+    >
+      <AnimatePresence mode="popLayout">
+        {activeTasks.map((task, i) => (
+          <BubbleItem
+            key={task.id}
+            task={task}
+            isLast={i === activeTasks.length - 1}
+            onPointerDown={() => { clickTargetRef.current = () => restoreDialog(task.id) }}
+          />
+        ))}
+      </AnimatePresence>
+      <style>{`.sa-bubble-root.dragging { transition: none !important; }`}</style>
+    </div>
+  )
+}
+
+function BubbleItem({ task, isLast, onPointerDown }: {
+  task: ActiveTask
+  isLast: boolean
+  onPointerDown: () => void
+}) {
+  const isWorking = task.phase === 'loading' || task.phase === 'streaming'
+  const isError = task.phase === 'error'
+
+  // 蓝色系(区别于财务分析的紫色)
+  const accent = isWorking
+    ? 'from-sky-500/25 to-blue-500/20 text-sky-300 border-sky-300/40 shadow-[0_6px_24px_-10px_rgba(14,165,233,0.5)]'
+    : isError
+      ? 'from-red-500/20 to-red-500/10 text-red-300 border-red-300/40 shadow-[0_6px_20px_-10px_rgba(239,68,68,0.4)]'
+      : 'from-emerald-500/20 to-emerald-500/10 text-emerald-300 border-emerald-300/40 shadow-[0_6px_20px_-10px_rgba(16,185,129,0.35)]'
+
+  return (
+    <motion.div
+      initial={{ opacity: 0, scale: 0.9, y: -8 }}
+      animate={{ opacity: 1, scale: 1, y: 0 }}
+      exit={{ opacity: 0, scale: 0.9, y: -8 }}
+      transition={{ type: 'spring', damping: 22, stiffness: 300 }}
+      className={isLast ? '' : 'mb-1.5'}
+    >
+      <div
+        onPointerDown={onPointerDown}
+        role="button"
+        tabIndex={0}
+        title={isWorking ? '个股分析中,点击恢复' : isError ? '分析失败,点击重试' : '点击查看个股分析报告'}
+        className={`group relative flex w-full cursor-pointer items-center gap-1.5 overflow-hidden rounded-lg border bg-gradient-to-br px-2 py-1.5 backdrop-blur-xl transition-all duration-200 hover:scale-[1.02] active:scale-[0.99] ${accent}`}
+      >
+        {isWorking && (
+          <div className="absolute inset-x-0 top-0 h-px overflow-hidden">
+            <div className="h-full w-1/2 bg-gradient-to-r from-transparent via-sky-200 to-transparent animate-sa-bubble-progress" />
+          </div>
+        )}
+        <span className="flex h-4 w-4 items-center justify-center shrink-0">
+          {isWorking ? <Loader2 className="h-3 w-3 animate-spin" />
+            : isError ? <AlertCircle className="h-3 w-3" />
+            : <Check className="h-3 w-3" />}
+        </span>
+        <span className="flex-1 min-w-0 text-[11px] font-medium text-foreground leading-none truncate">
+          {task.name || task.symbol}
+        </span>
+        <span className="shrink-0 text-[9px] leading-none">
+          {isWorking ? <span className="text-sky-300/80">个股分析</span>
+            : isError ? <span className="text-red-300/80">失败</span>
+            : <span className="text-emerald-300/80">点击查看</span>}
+        </span>
+      </div>
+      <style>{`
+        @keyframes sa-bubble-progress { 0% { transform: translateX(-100%); } 100% { transform: translateX(300%); } }
+        .animate-sa-bubble-progress { animation: sa-bubble-progress 1.6s ease-in-out infinite; }
+      `}</style>
+    </motion.div>
+  )
+}
+
+const POS_KEY = 'sa_bubble_pos'
+function loadPos(): { x: number; y: number } {
+  // 默认右下,偏上一点(避开财务胶囊的右下位置)
+  const defaultX = Math.max(EDGE_MARGIN, window.innerWidth - BUBBLE_W - EDGE_MARGIN)
+  const defaultY = Math.max(EDGE_MARGIN, window.innerHeight - 320)
+  try {
+    const v = localStorage.getItem(POS_KEY)
+    if (v) {
+      const p = JSON.parse(v)
+      if (typeof p.x === 'number' && typeof p.y === 'number') {
+        return {
+          x: Math.max(EDGE_MARGIN, Math.min(window.innerWidth - BUBBLE_W - EDGE_MARGIN, p.x)),
+          y: Math.max(EDGE_MARGIN, Math.min(window.innerHeight - 80, p.y)),
+        }
+      }
+    }
+  } catch { /* ignore */ }
+  return { x: defaultX, y: defaultY }
+}
+function savePos(p: { x: number; y: number }) {
+  try { localStorage.setItem(POS_KEY, JSON.stringify(p)) } catch { /* ignore */ }
+}
@@ -0,0 +1,256 @@
+import { useEffect, useRef, useState, useCallback } from 'react'
+import { motion, AnimatePresence } from 'framer-motion'
+import {
+  X, Sparkles, Loader2, AlertTriangle, Copy, Check, RefreshCw,
+  Settings2, Send, Wand2, Minimize2, History, LineChart,
+} from 'lucide-react'
+import { cn } from '@/lib/cn'
+import { MarkdownRenderer } from '@/components/financials/MarkdownRenderer'
+import {
+  type ActiveTask, type HistoryReport,
+  minimizeDialog, closeDialog, startAnalysis,
+} from '@/lib/stockAnalysisStore'
+
+/**
+ * AI 个股分析对话框 —— 蓝色主题,与财务分析对话框区分。
+ * 复用 MarkdownRenderer(通用 markdown 渲染);标题/配色/文案独立。
+ */
+
+interface Props {
+  task: ActiveTask | HistoryReport | null
+  mode: 'active' | 'history' | null
+  minimized: boolean
+}
+
+type Phase = 'loading' | 'streaming' | 'done' | 'error'
+
+function getPhase(task: ActiveTask | HistoryReport | null): Phase {
+  if (!task) return 'loading'
+  if ('phase' in task) return task.phase
+  return 'done'
+}
+function getContent(task: ActiveTask | HistoryReport | null): string {
+  return task?.content ?? ''
+}
+function getMeta(task: ActiveTask | HistoryReport | null) {
+  if (!task) return null
+  if ('meta' in task) return task.meta
+  return { summary: task.summary, close: task.close, levels: task.levels }
+}
+
+export function StockAnalysisDialog({ task, mode, minimized }: Props) {
+  const scrollRef = useRef<HTMLDivElement>(null)
+  const [focus, setFocus] = useState('')
+  const [copied, setCopied] = useState(false)
+
+  const phase = getPhase(task)
+  const content = getContent(task)
+  const meta = getMeta(task)
+  const isHistory = mode === 'history'
+  const isWorking = phase === 'loading' || phase === 'streaming'
+  const open = !!task && !minimized
+
+  useEffect(() => {
+    if (open && phase === 'streaming' && scrollRef.current) {
+      scrollRef.current.scrollTop = scrollRef.current.scrollHeight
+    }
+  }, [content, phase, open])
+
+  useEffect(() => {
+    setFocus(task && 'focus' in task ? task.focus : '')
+  }, [task])
+
+  const handleStartNew = useCallback(async () => {
+    if (!task) return
+    const name = 'name' in task ? task.name : ''
+    await startAnalysis(task.symbol, name, focus.trim())
+  }, [task, focus])
+
+  const handleCopy = async () => {
+    if (!content) return
+    try {
+      await navigator.clipboard.writeText(content)
+      setCopied(true)
+      setTimeout(() => setCopied(false), 2000)
+    } catch { /* ignore */ }
+  }
+
+  if (!open) return null
+
+  const error = task && 'error' in task ? task.error : ''
+
+  return (
+    <AnimatePresence>
+      <motion.div
+        initial={{ opacity: 0 }} animate={{ opacity: 1 }} exit={{ opacity: 0 }}
+        className="fixed inset-0 z-50 flex items-center justify-center bg-black/50 backdrop-blur-sm p-4"
+        onClick={e => { if (e.target === e.currentTarget && !isWorking) closeDialog() }}
+      >
+        <motion.div
+          initial={{ opacity: 0, scale: 0.96, y: 12 }} animate={{ opacity: 1, scale: 1, y: 0 }} exit={{ opacity: 0, scale: 0.96, y: 12 }}
+          transition={{ type: 'spring', damping: 26, stiffness: 320 }}
+          className="w-full max-w-3xl max-h-[88vh] bg-surface/95 backdrop-blur-xl border border-border/50 rounded-2xl shadow-2xl flex flex-col overflow-hidden"
+        >
+          {/* 头部 —— 蓝色主题 */}
+          <div className="relative px-5 py-3.5 border-b border-border/50 bg-gradient-to-r from-sky-500/[0.06] via-blue-500/[0.04] to-transparent">
+            <div className="flex items-center gap-3">
+              <div className="flex h-9 w-9 items-center justify-center rounded-xl bg-gradient-to-br from-sky-500/20 to-blue-500/15 border border-sky-400/30 shrink-0">
+                {isHistory
+                  ? <History className="h-4.5 w-4.5 text-sky-300" />
+                  : <LineChart className="h-4.5 w-4.5 text-sky-300" />}
+              </div>
+              <div className="min-w-0 flex-1">
+                <div className="flex items-center gap-2">
+                  <span className="text-sm font-semibold text-foreground truncate">
+                    {isHistory ? '历史分析报告' : 'AI 个股分析'}
+                  </span>
+                  {task && <span className="text-xs text-secondary truncate">{task.name}</span>}
+                  {task && <span className="text-[10px] font-mono text-muted shrink-0">{task.symbol}</span>}
+                </div>
+                <div className="flex items-center gap-2 mt-0.5 text-[10px] text-muted">
+                  {meta?.summary ? (
+                    <span className="flex items-center gap-1 truncate">
+                      <Sparkles className="h-2.5 w-2.5 shrink-0" />
+                      <span className="truncate">{meta.summary}</span>
+                    </span>
+                  ) : isWorking ? <span>正在读取行情与价位数据…</span> : null}
+                  {phase === 'streaming' && (
+                    <span className="flex items-center gap-1 text-sky-300 shrink-0">
+                      <span className="h-1.5 w-1.5 rounded-full bg-sky-400 animate-pulse" />生成中
+                    </span>
+                  )}
+                  {isHistory && task && 'created_at' in task && (
+                    <span className="shrink-0">{fmtRelative(task.created_at)}</span>
+                  )}
+                </div>
+              </div>
+              <div className="flex items-center gap-1 shrink-0">
+                {content && !isWorking && (
+                  <button onClick={handleCopy} title="复制全文"
+                    className="p-1.5 rounded-lg hover:bg-elevated text-muted hover:text-foreground transition-colors">
+                    {copied ? <Check className="h-4 w-4 text-emerald-400" /> : <Copy className="h-4 w-4" />}
+                  </button>
+                )}
+                {!isHistory && isWorking && (
+                  <button onClick={minimizeDialog} title="最小化为气泡,后台继续生成"
+                    className="p-1.5 rounded-lg hover:bg-elevated text-muted hover:text-foreground transition-colors">
+                    <Minimize2 className="h-4 w-4" />
+                  </button>
+                )}
+                {(!isWorking || isHistory) && (
+                  <button onClick={closeDialog} title="关闭"
+                    className="p-1.5 rounded-lg hover:bg-elevated text-muted hover:text-foreground transition-colors">
+                    <X className="h-4 w-4" />
+                  </button>
+                )}
+              </div>
+            </div>
+          </div>
+
+          {/* 内容区 */}
+          <div ref={scrollRef} className="flex-1 overflow-y-auto px-5 py-4 min-h-[280px]">
+            {phase === 'loading' && !content && (
+              <div className="flex flex-col items-center justify-center py-16 gap-3">
+                <div className="relative">
+                  <div className="h-10 w-10 rounded-full bg-gradient-to-br from-sky-500/20 to-blue-500/15 border border-sky-400/30 flex items-center justify-center">
+                    <LineChart className="h-4.5 w-4.5 text-sky-300 animate-pulse" />
+                  </div>
+                  <Loader2 className="absolute -inset-1 h-12 w-12 text-sky-400/40 animate-spin" style={{ animationDuration: '3s' }} />
+                </div>
+                <div className="text-xs text-secondary">AI 正在分析行情与关键价位…</div>
+                <div className="text-[10px] text-muted">读取日 K / 技术指标 / 压力支撑 / 财务,生成四维分析</div>
+              </div>
+            )}
+
+            {phase === 'error' && (
+              <div className="flex flex-col items-center justify-center py-14 gap-3">
+                <div className="h-11 w-11 rounded-full bg-danger/10 flex items-center justify-center">
+                  <AlertTriangle className="h-5 w-5 text-danger" />
+                </div>
+                <div className="text-sm font-medium text-foreground">分析失败</div>
+                <div className="text-xs text-secondary text-center max-w-md px-4">{error}</div>
+                {error.includes('AI') && (
+                  <button onClick={() => { window.location.href = '/settings?tab=ai' }}
+                    className="mt-1 inline-flex items-center gap-1.5 h-8 px-3 rounded-lg bg-elevated border border-border text-xs text-secondary hover:text-foreground transition-colors">
+                    <Settings2 className="h-3.5 w-3.5" /> 去配置 AI
+                  </button>
+                )}
+                <button onClick={handleStartNew}
+                  className="mt-1 inline-flex items-center gap-1.5 h-8 px-3 rounded-lg bg-sky-500/15 border border-sky-400/30 text-xs text-sky-300 hover:bg-sky-500/20 transition-colors">
+                  <RefreshCw className="h-3.5 w-3.5" /> 重试
+                </button>
+              </div>
+            )}
+
+            {(content || phase === 'streaming') && (
+              <div className="relative">
+                <MarkdownRenderer content={content} />
+                {phase === 'streaming' && (
+                  <span className="inline-block w-1.5 h-3.5 bg-sky-400 ml-0.5 align-middle animate-pulse rounded-sm" />
+                )}
+              </div>
+            )}
+          </div>
+
+          {/* 底部:关注点输入 */}
+          <div className="border-t border-border/50 bg-surface/60 px-5 py-3">
+            <div className="flex items-center gap-2">
+              <div className="flex items-center gap-1.5 text-[10px] text-muted shrink-0">
+                <Wand2 className="h-3 w-3" />
+                <span className="hidden sm:inline">关注重点</span>
+              </div>
+              <input
+                type="text"
+                value={focus}
+                onChange={e => setFocus(e.target.value)}
+                onKeyDown={e => { if (e.key === 'Enter' && (phase === 'done' || phase === 'error' || isHistory)) handleStartNew() }}
+                disabled={isWorking}
+                placeholder={isHistory ? '修改关注重点,回车重新生成' : (phase === 'done' ? '如:重点看能否突破压力位…回车重新分析' : '可留空,留空则全面分析')}
+                className={cn(
+                  'flex-1 h-8 px-3 rounded-lg bg-base ring-1 ring-border/30 text-xs text-foreground placeholder:text-muted/40',
+                  'focus:outline-none focus:ring-2 focus:ring-sky-400/30 transition-shadow disabled:opacity-50',
+                )}
+              />
+              {isHistory ? (
+                <button
+                  onClick={handleStartNew}
+                  className="inline-flex items-center gap-1.5 h-8 px-3 rounded-lg bg-gradient-to-r from-sky-500/20 to-blue-500/15 border border-sky-400/30 text-xs font-medium text-sky-300 hover:from-sky-500/30 hover:to-blue-500/20 transition-all shrink-0"
+                  title="以此关注点重新生成新报告"
+                >
+                  <RefreshCw className="h-3.5 w-3.5" />重新生成
+                </button>
+              ) : (
+                <button
+                  onClick={handleStartNew}
+                  disabled={isWorking}
+                  className="inline-flex items-center gap-1.5 h-8 px-3 rounded-lg bg-gradient-to-r from-sky-500/20 to-blue-500/15 border border-sky-400/30 text-xs font-medium text-sky-300 hover:from-sky-500/30 hover:to-blue-500/20 disabled:opacity-40 disabled:cursor-not-allowed transition-all shrink-0"
+                  title={focus.trim() ? '按关注重点重新分析' : '重新分析'}
+                >
+                  {isWorking ? <Loader2 className="h-3.5 w-3.5 animate-spin" /> : phase === 'done' ? <RefreshCw className="h-3.5 w-3.5" /> : <Send className="h-3.5 w-3.5" />}
+                  {phase === 'done' ? '重新分析' : '分析'}
+                </button>
+              )}
+            </div>
+            <p className="mt-1.5 text-[10px] text-muted/50 leading-relaxed">
+              {isHistory
+                ? '历史报告为静态记录;修改关注重点后将作为新任务重新生成。报告仅供参考,不构成投资建议。'
+                : '报告由项目已配置的 AI 模型基于本地行情与财务数据生成;消息面维度暂依据价量异动推断。报告仅供参考,不构成投资建议。'}
+            </p>
+          </div>
+        </motion.div>
+      </motion.div>
+    </AnimatePresence>
+  )
+}
+
+function fmtRelative(iso: string): string {
+  try {
+    const t = new Date(iso).getTime()
+    const diff = Date.now() - t
+    if (diff < 60_000) return '刚刚'
+    if (diff < 3600_000) return `${Math.floor(diff / 60_000)} 分钟前`
+    if (diff < 86400_000) return `${Math.floor(diff / 3600_000)} 小时前`
+    if (diff < 7 * 86400_000) return `${Math.floor(diff / 86400_000)} 天前`
+    return new Date(iso).toLocaleDateString('zh-CN')
+  } catch { return '' }
+}
@@ -0,0 +1,12 @@
+import { useDialogTask, useDialogState } from '@/lib/stockAnalysisStore'
+import { StockAnalysisDialog } from './StockAnalysisDialog'
+
+/**
+ * AI 个股分析对话框宿主 —— 单点挂载在 Layout。
+ * 与财务分析的 AiAnalysisHost 并列,独立 store,蓝色主题。
+ */
+export function StockAnalysisHost() {
+  const { task, mode } = useDialogTask()
+  const { minimized } = useDialogState()
+  return <StockAnalysisDialog task={task} mode={mode} minimized={minimized} />
+}
@@ -0,0 +1,336 @@
+import { useSyncExternalStore } from 'react'
+import { api } from './api'
+
+/**
+ * AI 财务分析 —— 全局任务/报告 store(与 UI 解耦)。
+ *
+ * 设计要点:
+ * 1. 流式接收逻辑在这里,与弹窗组件解耦 → 用户关闭/最小化弹窗,后台流照常累积。
+ * 2. useSyncExternalStore 订阅 → 任意组件(弹窗、气泡、历史面板)实时同步。
+ * 3. "活跃任务"上限 MAX_ACTIVE=3:同时进行的任务最多 3 个,超出拒绝新建。
+ *    (历史报告名额 MAX_REPORTS=20 在后端裁剪,与活跃任务名额分离)
+ * 4. 同 symbol 已有活跃任务 → 直接聚焦那个,不新建第 2 个。
+ * 5. 任务完成(收到 done 或 content 非空且流结束)→ 自动存后端 + 移入历史 + 弹窗可恢复为"历史模式"。
+ */
+
+export type Phase = 'loading' | 'streaming' | 'done' | 'error'
+
+export interface ActiveTask {
+  id: string                  // 任务 id(前端生成,与最终 report id 解耦)
+  symbol: string
+  name: string
+  focus: string
+  phase: Phase
+  content: string             // 累积的 Markdown
+  error: string
+  meta: { summary?: string; periods?: number } | null
+  createdAt: number           // ms 时间戳
+  savedReportId?: string      // 完成后存到后端的报告 id
+  doneAt?: number             // 进入 done/error 态的时间戳(用于气泡过期清理)
+  dismissed?: boolean         // 用户已从气泡点击查看过 → 不再在气泡显示
+}
+
+export interface HistoryReport {
+  id: string
+  symbol: string
+  name: string
+  focus: string
+  content: string
+  periods?: number
+  summary?: string
+  created_at: string
+}
+
+const MAX_ACTIVE = 3
+
+// ===== 全局状态 =====
+let activeTasks: ActiveTask[] = []
+let history: HistoryReport[] = []
+let historyLoaded = false
+const listeners = new Set<() => void>()
+
+// 当前"前台"展示的任务:
+//   - 活跃任务 id(正在生成/刚完成,对话框打开)
+//   - 或 'history:<id>'(查看历史报告)
+//   - 或 null(对话框关闭/最小化)
+let activeDialogTaskId: string | null = null
+let dialogMinimized = false     // 对话框是否最小化为气泡
+
+function emit() { listeners.forEach(fn => fn()) }
+
+function subscribe(fn: () => void) {
+  listeners.add(fn)
+  return () => { listeners.delete(fn) }
+}
+
+function normalizeAiError(msg: string) {
+  return msg.includes('API Key') || msg.includes('api_key')
+    ? 'AI 未配置或无效,请在「设置 → AI」中检查当前 AI 提供方'
+    : msg
+}
+
+// 快照必须返回稳定引用:只有内容真正变化时才返回新数组/对象。
+// useSyncExternalStore 用 Object.is 比较,getSnapshot 必须缓存。
+let _activeSnap: ActiveTask[] = []
+let _historySnap: HistoryReport[] = []
+interface DialogSnap { taskId: string | null; minimized: boolean }
+let _dialogSnap: DialogSnap = { taskId: activeDialogTaskId, minimized: dialogMinimized }
+
+function rebuildSnap() {
+  _activeSnap = activeTasks
+  _historySnap = history
+  _dialogSnap = { taskId: activeDialogTaskId, minimized: dialogMinimized }
+}
+
+function getActiveSnapshot() { return _activeSnap }
+function getHistorySnapshot() { return _historySnap }
+function getDialogSnapshot() { return _dialogSnap }
+
+function patchTask(id: string, patch: Partial<ActiveTask>) {
+  activeTasks = activeTasks.map(t => {
+    if (t.id !== id) return t
+    const next = { ...t, ...patch }
+    // 首次进入 done/error 态时记录 doneAt
+    if ((patch.phase === 'done' || patch.phase === 'error') && t.phase !== patch.phase && !next.doneAt) {
+      next.doneAt = Date.now()
+    }
+    return next
+  })
+  rebuildSnap()
+  emit()
+}
+
+// ===== 公开:查询 hooks =====
+
+export function useBubbleTasks(): ActiveTask[] {
+  const all = useSyncExternalStore(subscribe, getActiveSnapshot, () => [])
+  // 同时订阅对话框状态:最小化/打开/关闭会改变气泡可见性,需独立触发重渲染。
+  // (否则最小化时 activeTasks 引用未变,useSyncExternalStore 不会重渲染,胶囊不出现)
+  useSyncExternalStore(subscribe, getDialogSnapshot, () => ({ taskId: null, minimized: false }))
+  const ds = _dialogSnap
+  return all.filter(t => {
+    // 进行中:始终显示(dismissed 仅作用于完成态,不影响生成中的任务再次最小化)
+    if (t.phase === 'loading' || t.phase === 'streaming') {
+      // 除非对话框正打开看着它(非最小化)
+      return !(ds.taskId === t.id && !ds.minimized)
+    }
+    // 完成/失败态:常驻显示,直到用户主动点击查看(dismissed)。
+    // 不设自动过期 —— 胶囊是持续可见的状态指示器,历史报告列表是查看入口。
+    if (t.dismissed) return false                       // 用户已点击查看过 → 移除
+    if (!ds.minimized && ds.taskId === t.id) return false  // 对话框正展示 → 不重复
+    return true
+  })
+}
+
+/** 兼容旧调用名(Layout 等处可能引用) */
+export const useActiveTasks = useBubbleTasks
+
+export function useHistoryReports(): { reports: HistoryReport[]; loaded: boolean } {
+  const reports = useSyncExternalStore(subscribe, getHistorySnapshot, () => [])
+  return { reports, loaded: historyLoaded }
+}
+
+export function useDialogState() {
+  return useSyncExternalStore(subscribe, getDialogSnapshot, () => ({ taskId: null, minimized: false }))
+}
+
+/** 当前对话框要展示的任务(活跃或历史),null=未打开。 */
+export function useDialogTask(): { task: ActiveTask | HistoryReport | null; mode: 'active' | 'history' | null } {
+  const ds = useDialogState()
+  const active = useSyncExternalStore(subscribe, getActiveSnapshot, () => [])
+  const hist = useSyncExternalStore(subscribe, getHistorySnapshot, () => [])
+  if (!ds.taskId) return { task: null, mode: null }
+  if (ds.taskId.startsWith('history:')) {
+    const rid = ds.taskId.slice('history:'.length)
+    return { task: hist.find(r => r.id === rid) ?? null, mode: 'history' }
+  }
+  return { task: active.find(t => t.id === ds.taskId) ?? null, mode: 'active' }
+}
+
+// ===== 公开:动作 =====
+
+/** 拉取历史报告(惰性,首次需要时调用)。 */
+export async function loadHistory(): Promise<void> {
+  try {
+    const res = await api.financialReportsList()
+    history = res.reports ?? []
+    historyLoaded = true
+    rebuildSnap()
+    emit()
+  } catch {
+    // 静默失败,列表会显示空
+  }
+}
+
+/**
+ * 查询某只股票最近一次的历史分析报告(用于二次确认提示)。
+ * 若历史未加载,先触发拉取。
+ * @returns 最近一条报告,或 null
+ */
+export async function findLatestHistoryReport(symbol: string): Promise<HistoryReport | null> {
+  if (!historyLoaded) await loadHistory()
+  // history 已按 created_at 降序,取第一条匹配
+  return history.find(r => r.symbol === symbol) ?? null
+}
+
+/**
+ * 启动一个新的 AI 分析任务。
+ * @returns 任务 id;若超出上限或已有活跃任务,返回 { error }。
+ */
+export async function startAnalysis(symbol: string, name: string, focus = ''): Promise<{ id?: string; error?: string }> {
+  // 同 symbol 已有活跃任务 → 直接聚焦它
+  const existing = activeTasks.find(t => t.symbol === symbol && (t.phase === 'loading' || t.phase === 'streaming'))
+  if (existing) {
+    activeDialogTaskId = existing.id
+    dialogMinimized = false
+    rebuildSnap()
+    emit()
+    return { id: existing.id }
+  }
+  // 上限检查
+  const ongoing = activeTasks.filter(t => t.phase === 'loading' || t.phase === 'streaming')
+  if (ongoing.length >= MAX_ACTIVE) {
+    return { error: `同时进行的分析任务不能超过 ${MAX_ACTIVE} 个,请等待现有任务完成` }
+  }
+
+  const id = `task_${Date.now()}_${Math.random().toString(36).slice(2, 6)}`
+  const task: ActiveTask = {
+    id, symbol, name, focus,
+    phase: 'loading', content: '', error: '',
+    meta: null, createdAt: Date.now(),
+  }
+  activeTasks = [...activeTasks, task]
+  activeDialogTaskId = id
+  dialogMinimized = false
+  rebuildSnap()
+  emit()
+
+  // 启动流式接收(后台运行,不阻塞)
+  runStream(id, symbol, focus)
+  return { id }
+}
+
+async function runStream(id: string, symbol: string, focus: string) {
+  try {
+    let firstDelta = true
+    for await (const chunk of api.financialAnalyzeStream(symbol, focus)) {
+      // 任务可能已被取消(不在列表里了)→ 终止
+      const cur = activeTasks.find(t => t.id === id)
+      if (!cur) return
+      switch (chunk.type) {
+        case 'meta':
+          patchTask(id, { meta: { summary: chunk.summary, periods: chunk.periods } })
+          break
+        case 'delta':
+          if (firstDelta) { patchTask(id, { phase: 'streaming' }); firstDelta = false }
+          patchTask(id, { content: cur.content + (chunk.content ?? '') })
+          break
+        case 'error':
+          patchTask(id, { phase: 'error', error: chunk.message ?? '分析失败' })
+          return
+        case 'done':
+          // 标记完成,稍后持久化(content 可能还在最后几个 delta 里,以 done 时为准)
+          patchTask(id, { phase: 'done' })
+          break
+      }
+    }
+    // 流正常结束 → 持久化报告
+    const final = activeTasks.find(t => t.id === id)
+    if (final && final.phase !== 'error' && final.content) {
+      try {
+        const res = await api.financialReportSave({
+          symbol: final.symbol,
+          name: final.name,
+          focus: final.focus,
+          content: final.content,
+          periods: final.meta?.periods,
+          summary: final.meta?.summary ?? '',
+        })
+        if (res.report) {
+          patchTask(id, { savedReportId: res.report.id })
+          // 加到历史列表头部
+          history = [res.report, ...history.filter(r => r.id !== res.report.id)]
+          historyLoaded = true
+          rebuildSnap()
+          emit()
+          // 任务完成:不自动弹出对话框,只在胶囊显示"已完成"态,用户想看再点。
+          // (若对话框正打开看此任务,内容已实时更新;最小化/在别处则胶囊亮起完成态)
+        }
+      } catch {
+        // 持久化失败不影响前端已展示的内容
+      }
+    }
+  } catch (e: any) {
+    const msg = String(e?.message ?? '分析失败')
+    patchTask(id, {
+      phase: 'error',
+      error: normalizeAiError(msg),
+    })
+  }
+}
+
+/** 打开对话框(活跃任务或历史报告)。 */
+export function openDialog(taskId: string) {
+  activeDialogTaskId = taskId
+  dialogMinimized = false
+  rebuildSnap()
+  emit()
+}
+
+/** 最小化对话框 → 变成气泡。 */
+export function minimizeDialog() {
+  dialogMinimized = true
+  rebuildSnap()
+  emit()
+}
+
+/** 关闭对话框(活跃任务继续在后台跑,仅移除对话框视图)。
+ *  对历史报告:仅关闭视图。
+ */
+export function closeDialog() {
+  activeDialogTaskId = null
+  dialogMinimized = false
+  rebuildSnap()
+  emit()
+}
+
+/** 从气泡恢复对话框。
+ *  仅对已完成/失败的任务标记 dismissed(看过结果就不必再弹);
+ *  生成中的任务不标记 —— 用户再次最小化时气泡应重新出现。
+ */
+export function restoreDialog(taskId: string) {
+  const t = activeTasks.find(x => x.id === taskId)
+  if (t && (t.phase === 'done' || t.phase === 'error')) {
+    patchTask(taskId, { dismissed: true })
+  }
+  activeDialogTaskId = taskId
+  dialogMinimized = false
+  rebuildSnap()
+  emit()
+}
+
+/** 重试一个失败/已完成的任务(以新任务方式重新分析)。 */
+export async function retryAnalysis(task: { symbol: string; name: string; focus: string }): Promise<{ error?: string }> {
+  return startAnalysis(task.symbol, task.name, task.focus)
+}
+
+/** 删除历史报告。 */
+export async function deleteReport(reportId: string): Promise<void> {
+  try {
+    await api.financialReportDelete(reportId)
+    history = history.filter(r => r.id !== reportId)
+    rebuildSnap()
+    emit()
+  } catch {
+    // 静默
+  }
+}
+
+/** 打开历史报告到对话框。 */
+export function openHistoryReport(reportId: string) {
+  activeDialogTaskId = `history:${reportId}`
+  dialogMinimized = false
+  rebuildSnap()
+  emit()
+}
+
@@ -7,68 +7,22 @@ import { toast } from '@/components/Toast'

 const BASE = ''

-function getAccessToken(): string | null {
-  try { return localStorage.getItem('access_token') } catch { return null }
-}
-
-function clearAccessToken(): void {
-  try { localStorage.removeItem('access_token') } catch { /* ignore */ }
-}
-
 async function request<T>(path: string, init?: RequestInit): Promise<T> {
  const isFormData = init?.body instanceof FormData
  const headers: Record<string, string> = {}
  if (!isFormData) headers['Content-Type'] = 'application/json'
-
-  const token = getAccessToken()
-  if (token) headers['X-Access-Token'] = token
-
-  // 合并调用方传入的 headers(如显式覆盖 Content-Type)
-  if (init?.headers) {
-    const incoming = init.headers as Record<string, string>
-    for (const [k, v] of Object.entries(incoming)) {
-      if (v != null) headers[k] = v
-    }
-  }
-
  const res = await fetch(`${BASE}${path}`, { ...init, headers })
  if (!res.ok) {
-    // 401 时清除令牌并跳转登录页,避免无限弹 toast
-    if (res.status === 401) {
-      clearAccessToken()
-      if (typeof window !== 'undefined' && window.location.pathname !== '/verify') {
-        window.location.href = '/verify'
-      }
-    }
    let detail = ''
    try { const j = JSON.parse(await res.text()); detail = j.detail ?? j.message ?? '' } catch { /* ignore */ }
    const msg = detail || `${res.status} ${res.statusText}`
-    toast(msg, 'error')
+    // 401 (未登录/会话过期) 不弹 toast — 由全局认证拦截器统一跳登录页, 避免刷屏
+    if (res.status !== 401) toast(msg, 'error')
    throw new Error(msg)
  }
  return res.json() as Promise<T>
 }

-// ===== Access UUID Gate =====
-export interface VerifyAccessUuidResponse {
-  valid: boolean
-  role?: 'admin' | 'user'
-  token?: string
-}
-
-export interface AccessAuthStatusResponse {
-  enabled: boolean
-  verified: boolean
-  role?: 'admin' | 'user'
-}
-
-export interface UuidRecord {
-  uuid: string
-  label: string
-  enabled: boolean
-  created_at: number
-}
-
 // ===== Capabilities =====
 export interface CapabilityLimits {
  rpm: number | null
@@ -151,6 +105,62 @@ export interface FinancialCashFlowRecord {
  [key: string]: any
 }

+/** AI 财务分析历史报告 */
+export interface AiFinancialReport {
+  id: string
+  symbol: string
+  name: string
+  focus: string
+  content: string
+  periods?: number
+  summary?: string
+  created_at: string
+}
+
+// ===== 个股分析 =====
+export type LevelType = 'sr' | 'pivot' | 'extreme' | 'boll' | 'keltner_s' | 'keltner_m' | 'keltner_l' | 'atr_stop' | 'gap' | 'fib' | 'round'
+
+export interface PriceLevel {
+  value: number
+  label: string
+  type: LevelType
+  side: 'resistance' | 'support' | 'neutral'
+  strength?: 'strong' | 'medium' | 'weak'
+  /** 档位(仅 pivot 有):0=P, 1=R1/S1, 2=R2/S2, 3=R3/S3。前端按"显示到第几档"过滤。 */
+  rank?: number
+}
+
+/** 带状曲线指标(布林带/Keltner/ATR)的每日时间序列,与 dates 对齐。 */
+export interface LevelSeries {
+  boll?: { upper: (number | null)[]; lower: (number | null)[]; mid?: (number | null)[] }
+  keltner_s?: { upper: (number | null)[]; lower: (number | null)[] }
+  keltner_m?: { upper: (number | null)[]; lower: (number | null)[] }
+  keltner_l?: { upper: (number | null)[]; lower: (number | null)[] }
+  atr?: { stop_loss: (number | null)[]; take_profit: (number | null)[] }
+}
+
+export interface StockLevels {
+  levels: Record<LevelType, PriceLevel[]>
+  close: number | null
+  summary: string
+  symbol: string
+  /** dates 与 series 对齐;前端按自身 rows 的日期映射,缺失填 null */
+  dates?: string[]
+  series?: LevelSeries
+}
+
+export interface AiStockReport {
+  id: string
+  symbol: string
+  name: string
+  focus: string
+  content: string
+  summary?: string
+  close?: number | null
+  levels?: Record<LevelType, PriceLevel[]>
+  created_at: string
+}
+
 // ===== Kline =====
 export interface MinuteKlineRow {
  datetime: string
@@ -187,6 +197,7 @@ export interface WatchlistEntry {
  symbol: string
  added_at: string
  note?: string
+  name?: string | null
 }

 export interface Quote {
@@ -308,6 +319,26 @@ export interface OverviewMarket {
  industry_rank: { leading: OverviewDimensionRankItem[]; lagging: OverviewDimensionRankItem[] }
 }

+// ===== 概念涨幅轮动矩阵 =====
+// dates: 日期字符串列表(最新在最前); columns: {日期: [[概念名, 涨幅小数], ...]} 每列各自降序
+export interface RpsRotationData {
+  dates: string[]
+  columns: Record<string, [string, number][]>
+  concept_count: number
+}
+
+// ===== 大盘复盘 =====
+export interface AiReviewReport {
+  id: string
+  as_of: string
+  focus?: string
+  content: string
+  summary?: string
+  emotion_score?: number | null
+  emotion_label?: string
+  created_at: string
+}
+
 // ===== Strategy Engine =====
 export interface StrategyParamDef {
  id: string
@@ -334,6 +365,7 @@ export interface StrategyDetail {
  entry_signals: string[]
  exit_signals: string[]
  stop_loss: number | null
+  take_profit: number | null
  trailing_stop: number | null
  trailing_take_profit_activate: number | null
  trailing_take_profit_drawdown: number | null
@@ -377,12 +409,12 @@ export interface MonitorRule {
  id: string
  name: string
  enabled: boolean
-  type: 'strategy' | 'signal' | 'price' | 'market'
+  type: 'strategy' | 'signal' | 'price' | 'market' | 'ladder'
  scope: 'symbols' | 'all' | 'sector'
  symbols: string[]
  sector?: string | null
  strategy_id?: string | null
-  direction: 'entry' | 'exit' | 'both'
+  direction: 'entry' | 'exit' | 'both' | 'up' | 'down'
  conditions: MonitorCondition[]
  logic: 'and' | 'or'
  cooldown_seconds: number
@@ -391,6 +423,9 @@ export interface MonitorRule {
  webhook_url?: string
  webhook_enabled?: boolean
  created_at?: string
+  // ladder 专属: 封单监控
+  metric?: 'sealed_vol' | 'sealed_amount'  // 量(手) / 额(元)
+  threshold?: number                        // 封单 <= 此值时报警
 }

 export interface MonitorRuleOptions {
@@ -419,6 +454,8 @@ export interface AlertEvent {
  signals?: string[]
  severity?: string
  strategy_id?: string
+  conditions?: MonitorCondition[]
+  logic?: 'and' | 'or'
 }

 /** 生成监控规则 id (时间戳 + 随机后缀), 用户无需手动填写。 */
@@ -560,6 +597,7 @@ export interface StrategyBacktestResult {
    entry_signals: string[]
    exit_signals: string[]
    stop_loss: number | null
+    take_profit: number | null
    trailing_stop: number | null
    trailing_take_profit_activate: number | null
    trailing_take_profit_drawdown: number | null
@@ -574,7 +612,7 @@ export interface StrategyBacktestResult {

 // ===== Settings =====

-/** 端点发现清单 —— 对应数据源官网 /endpoints.json */
+/** 端点发现清单 —— 对应 tickflow.org/endpoints.json */
 export interface EndpointItem {
  id: string
  url: string
@@ -611,11 +649,13 @@ export interface SettingsState {
  ai_base_url: string
  ai_api_key_masked: string
  has_ai_key: boolean
+  ai_configured?: boolean
  ai_model: string
-  ai_daily_token_budget: number
+  ai_codex_command?: string
+  ai_user_agent: string
 }

-/** 保存数据源 Key 的响应(先探后存) */
+/** 保存 TickFlow Key 的响应(先探后存) */
 export interface SaveTickflowKeyResult {
  ok: boolean
  /** ok=false 且 key 无效时的原因标识,前端据此提示「Key 无效」 */
@@ -633,6 +673,20 @@ export interface Preferences {
  indices_nav_pinned: boolean
  minute_sync_enabled: boolean
  minute_sync_days: number
+  daily_data_provider?: string
+  adj_factor_provider?: string
+  minute_data_provider?: string
+  realtime_data_provider?: string
+  realtime_watchlist_symbols?: string[]
+  realtime_pull_stock?: boolean
+  realtime_pull_etf?: boolean
+  realtime_pull_index?: boolean
+  realtime_index_mode?: 'core' | 'all'
+  realtime_index_symbols?: string[]
+  pipeline_pull_a_share: boolean
+  pipeline_pull_etf: boolean
+  pipeline_pull_index: boolean
+  pipeline_index_symbols: string
  pipeline_schedule: { hour: number; minute: number }
  instruments_schedule: { hour: number; minute: number }
  enriched_batch_size: number
@@ -640,10 +694,15 @@ export interface Preferences {
  limit_ladder_monitor_enabled: boolean
  depth_polling_interval: number
  depth_finalize_time: { hour: number; minute: number }
+  review_schedule: { enabled: boolean; hour: number; minute: number }
+  review_push_channels: string[]
  sse_refresh_pages: Record<string, boolean>
  strategy_monitor_enabled: boolean
  strategy_monitor_ids: string[]
  system_notify_enabled: boolean
+  feishu_webhook_url?: string
+  feishu_webhook_secret?: string
+  webhook_enabled_default?: boolean
  sidebar_index_symbols: string[]
  nav_order: string[]
  nav_hidden: string[]
@@ -667,27 +726,26 @@ export interface StrategyAlertEvent {
 export const api = {
  health: () => request<{ status: string; version: string; mode: string }>('/health'),

-  verifyAccessUuid: (credential: string) =>
-    request<VerifyAccessUuidResponse>('/api/auth/verify', {
+  // ===== Auth (访问认证) =====
+  authStatus: () =>
+    request<{ configured: boolean; authenticated: boolean }>('/api/auth/status'),
+  authSetup: (password: string) =>
+    request<{ ok: boolean }>('/api/auth/setup', {
      method: 'POST',
-      body: JSON.stringify({ credential }),
+      body: JSON.stringify({ password }),
    }),
-  accessAuthStatus: () => request<AccessAuthStatusResponse>('/api/auth/status'),
-
-  // ===== Admin UUID management =====
-  listUuids: () => request<UuidRecord[]>('/api/admin/uuids'),
-  createUuid: (label = '') =>
-    request<UuidRecord>('/api/admin/uuids', {
+  authLogin: (password: string) =>
+    request<{ ok: boolean }>('/api/auth/login', {
      method: 'POST',
-      body: JSON.stringify({ label }),
+      body: JSON.stringify({ password }),
+    }),
+  authLogout: () =>
+    request<{ ok: boolean }>('/api/auth/logout', { method: 'POST' }),
+  authChangePassword: (oldPassword: string, newPassword: string) =>
+    request<{ ok: boolean }>('/api/auth/change-password', {
+      method: 'POST',
+      body: JSON.stringify({ old_password: oldPassword, new_password: newPassword }),
    }),
-  deleteUuid: (uuid: string) =>
-    request<{ ok: boolean }>(`/api/admin/uuids/${encodeURIComponent(uuid)}`, { method: 'DELETE' }),
-  toggleUuid: (uuid: string, enabled: boolean) =>
-    request<{ ok: boolean }>(
-      `/api/admin/uuids/${encodeURIComponent(uuid)}/toggle?enabled=${enabled}`,
-      { method: 'PUT' },
-    ),

  settings: () => request<SettingsState>('/api/settings'),
  saveTickflowKey: (api_key: string) =>
@@ -705,23 +763,46 @@ export const api = {
    ),

  /** 保存 AI 配置 */
-  saveAiSettings: (ai: { provider?: string; base_url?: string; api_key?: string; model?: string; daily_token_budget?: number }) =>
-    request<{ ok: boolean }>('/api/settings/ai', {
+  saveAiSettings: (ai: { provider?: string; base_url?: string; api_key?: string; model?: string; codex_command?: string; user_agent?: string }) =>
+    request<{ ok: boolean; ai_provider?: string; ai_model?: string; ai_codex_command?: string; ai_configured?: boolean }>('/api/settings/ai', {
      method: 'POST',
      body: JSON.stringify(ai),
    }),

+  /** 一键清空 AI 配置(保留自定义 UA) */
+  clearAiSettings: () =>
+    request<{ ok: boolean }>('/api/settings/ai', { method: 'DELETE' }),
+
  preferences: () => request<Preferences>('/api/settings/preferences'),
  updateMinuteSync: (enabled: boolean, days: number) =>
    request<Preferences>('/api/settings/preferences/minute-sync', {
      method: 'PUT',
      body: JSON.stringify({ minute_sync_enabled: enabled, minute_sync_days: days }),
    }),
+  updatePipelinePullTypes: (cfg: Partial<Pick<Preferences, 'pipeline_pull_a_share' | 'pipeline_pull_etf' | 'pipeline_pull_index'>>) =>
+    request<{
+      pipeline_pull_a_share: boolean
+      pipeline_pull_etf: boolean
+      pipeline_pull_index: boolean
+    }>('/api/settings/preferences/pipeline-pull-types', {
+      method: 'PUT',
+      body: JSON.stringify(cfg),
+    }),
+  updatePipelineIndexSymbols: (symbols: string) =>
+    request<{ pipeline_index_symbols: string }>('/api/settings/preferences/pipeline-index-symbols', {
+      method: 'PUT',
+      body: JSON.stringify({ symbols }),
+    }),
  updateRealtimeQuotes: (enabled: boolean) =>
-    request<{ realtime_quotes_enabled: boolean }>('/api/settings/preferences/realtime-quotes', {
+    request<{ realtime_quotes_enabled: boolean; realtime_allowed?: boolean; mode?: string; error?: string }>('/api/settings/preferences/realtime-quotes', {
      method: 'PUT',
      body: JSON.stringify({ realtime_quotes_enabled: enabled }),
    }),
+  updateRealtimeQuoteScope: (cfg: Partial<Pick<Preferences, 'realtime_pull_stock' | 'realtime_pull_etf' | 'realtime_pull_index' | 'realtime_index_mode' | 'realtime_index_symbols'>>) =>
+    request<Partial<Preferences>>('/api/settings/preferences/realtime-quote-scope', {
+      method: 'PUT',
+      body: JSON.stringify(cfg),
+    }),
  updateIndicesNavPinned: (pinned: boolean) =>
    request<{ indices_nav_pinned: boolean }>('/api/settings/preferences/indices-nav-pinned', {
      method: 'PUT',
@@ -731,9 +812,13 @@ export const api = {
    request<{
      enabled: boolean
      running: boolean
+      mode?: 'none' | 'watchlist' | 'full_market'
+      realtime_allowed?: boolean
      interval_s: number
      symbol_count: number
+      watchlist_symbol_count?: number
      index_symbol_count?: number
+      etf_symbol_count?: number
      quote_age_ms: number | null
      is_trading_hours: boolean
      last_fetch_ms: number | null
@@ -774,11 +859,31 @@ export const api = {
      method: 'PUT',
      body: JSON.stringify({ enabled }),
    }),
+  updateFeishuWebhook: (url: string, secret: string = '') =>
+    request<{ feishu_webhook_url: string; feishu_webhook_secret: string }>('/api/settings/preferences/feishu-webhook', {
+      method: 'PUT',
+      body: JSON.stringify({ url, secret }),
+    }),
+  updateWebhookDefault: (enabled: boolean) =>
+    request<{ webhook_enabled_default: boolean }>('/api/settings/preferences/webhook-enabled-default', {
+      method: 'PUT',
+      body: JSON.stringify({ enabled }),
+    }),
  updatePipelineSchedule: (hour: number, minute: number) =>
    request<{ hour: number; minute: number }>('/api/settings/preferences/pipeline-schedule', {
      method: 'PUT',
      body: JSON.stringify({ hour, minute }),
    }),
+  updateReviewSchedule: (enabled: boolean, hour: number, minute: number) =>
+    request<{ enabled: boolean; hour: number; minute: number }>('/api/settings/preferences/review-schedule', {
+      method: 'PUT',
+      body: JSON.stringify({ enabled, hour, minute }),
+    }),
+  updateReviewPush: (channels: string[]) =>
+    request<{ review_push_channels: string[] }>('/api/settings/preferences/review-push', {
+      method: 'PUT',
+      body: JSON.stringify({ channels }),
+    }),
  updateDepthPollingInterval: (interval: number) =>
    request<{ depth_polling_interval: number }>('/api/settings/preferences/depth-polling-interval', {
      method: 'PUT',
@@ -960,6 +1065,11 @@ export const api = {
      `/api/watchlist/${encodeURIComponent(symbol)}`,
      { method: 'DELETE' },
    ),
+  watchlistMoveToTop: (symbol: string) =>
+    request<{ symbols: WatchlistEntry[] }>(
+      `/api/watchlist/${encodeURIComponent(symbol)}/top`,
+      { method: 'POST' },
+    ),
  watchlistClear: () =>
    request<{ removed: number }>('/api/watchlist', { method: 'DELETE' }),
  watchlistQuotes: () => request<{ quotes: Quote[] }>('/api/watchlist/quotes'),
@@ -995,6 +1105,10 @@ export const api = {
    request<{ as_of: string | null; rows: MarketSnapshotRow[] }>('/api/screener/market-snapshot'),
  overviewMarket: (asOf?: string) => request<OverviewMarket>(`/api/overview/market${asOf ? `?as_of=${asOf}` : ''}`),

+  // 概念涨幅轮动矩阵: 每列(日期)各自把所有概念按当天涨幅从高到低排序
+  rpsRotation: (days: number) =>
+    request<RpsRotationData>(`/api/rps/rotation?days=${days}`),
+
  limitLadder: (asOf?: string, extColumns?: string, direction?: 'up' | 'down') => {
    const params = new URLSearchParams()
    if (asOf) params.set('as_of', asOf)
@@ -1095,7 +1209,7 @@ export const api = {
      },
    ),

-  // 端点发现 —— 后端代理拉取数据源官网 /endpoints.json(前端无法跨域直连)
+  // 端点发现 —— 后端代理拉取 tickflow.org/endpoints.json(前端无法跨域直连)
  listEndpoints: () =>
    request<EndpointManifest>('/api/settings/endpoints'),

@@ -1196,6 +1310,13 @@ export const api = {
      { method: 'POST' },
    ),

+  // 内置预设 (概念/行业) 手动获取数据: 走结构转换, 保证 schema 一致
+  extDataPresetFetch: (id: string) =>
+    request<{ status: string; rows: number }>(
+      `/api/ext-data/presets/${id}/fetch`,
+      { method: 'POST' },
+    ),
+
  extDataDetectFields: (file: File) => {
    const fd = new FormData()
    fd.append('file', file)
@@ -1235,11 +1356,256 @@ export const api = {
      `/api/financials/cash-flow${symbol ? `?symbol=${encodeURIComponent(symbol)}` : ''}`,
    ),

+  /** 触发财务数据同步(后台异步执行,接口立即返回 started 状态) */
  financialSync: (table: string) =>
-    request<{ status: string; synced: Record<string, number> }>(
+    request<{ status: string; synced: { started: boolean; reason?: string } }>(
      `/api/financials/sync/${table}`, { method: 'POST' },
    ),

+  /** AI 分析报告 CRUD */
+  financialReportsList: () =>
+    request<{ reports: AiFinancialReport[] }>('/api/financials/reports'),
+
+  financialReportSave: (r: {
+    symbol: string; name?: string; focus?: string; content: string
+    periods?: number; summary?: string
+  }) =>
+    request<{ ok: boolean; report: AiFinancialReport }>('/api/financials/reports', {
+      method: 'POST', body: JSON.stringify(r),
+    }),
+
+  financialReportDelete: (reportId: string) =>
+    request<{ ok: boolean }>(`/api/financials/reports/${encodeURIComponent(reportId)}`, { method: 'DELETE' }),
+
+  /**
+   * AI 财务分析 — 流式调用。
+   *
+   * 返回一个可逐行读取的 async generator,每行是 JSON:
+   *   {type:"meta",symbol,summary,periods}
+   *   {type:"delta",content:"..."}    ← 文本片段,逐个累加
+   *   {type:"error",message:"..."}
+   *   {type:"done"}
+   *
+   * 用 ReadableStream 解析(而非 SSE EventSource),支持 POST body 且更简单。
+   */
+  async *financialAnalyzeStream(symbol: string, focus?: string): AsyncGenerator<{
+    type: 'meta' | 'delta' | 'error' | 'done'
+    symbol?: string
+    summary?: string
+    periods?: number
+    content?: string
+    message?: string
+  }> {
+    const res = await fetch('/api/financials/analyze', {
+      method: 'POST',
+      headers: { 'Content-Type': 'application/json' },
+      body: JSON.stringify({ symbol, focus: focus ?? '' }),
+    })
+    if (!res.ok) {
+      let detail = ''
+      try { const j = JSON.parse(await res.text()); detail = j.detail ?? j.message ?? '' } catch { /* ignore */ }
+      const msg = detail || `${res.status} ${res.statusText}`
+      toast(msg, 'error')
+      throw new Error(msg)
+    }
+    if (!res.body) throw new Error('响应无 body')
+
+    const reader = res.body.getReader()
+    const decoder = new TextDecoder()
+    let buf = ''
+    for (;;) {
+      const { done, value } = await reader.read()
+      if (done) break
+      buf += decoder.decode(value, { stream: true })
+      // 按行分割(保留最后不完整的行在 buf)
+      const lines = buf.split('\n')
+      buf = lines.pop() ?? ''
+      for (const line of lines) {
+        const s = line.trim()
+        if (!s) continue
+        try {
+          yield JSON.parse(s)
+        } catch {
+          // 忽略无法解析的行
+        }
+      }
+    }
+    // 处理残余
+    if (buf.trim()) {
+      try { yield JSON.parse(buf.trim()) } catch { /* ignore */ }
+    }
+  },
+
+  // ===== 个股分析 =====
+  stockAnalysisLevels: (symbol: string, days = 120) =>
+    request<StockLevels>(`/api/stock-analysis/levels?symbol=${encodeURIComponent(symbol)}&days=${days}`),
+
+  stockAnalysisReportsList: () =>
+    request<{ reports: AiStockReport[] }>('/api/stock-analysis/reports'),
+
+  stockAnalysisReportSave: (r: {
+    symbol: string; name?: string; focus?: string; content: string
+    summary?: string; close?: number | null
+    levels?: Record<LevelType, PriceLevel[]>
+  }) =>
+    request<{ ok: boolean; report: AiStockReport }>('/api/stock-analysis/reports', {
+      method: 'POST', body: JSON.stringify(r),
+    }),
+
+  stockAnalysisReportDelete: (reportId: string) =>
+    request<{ ok: boolean }>(`/api/stock-analysis/reports/${encodeURIComponent(reportId)}`, { method: 'DELETE' }),
+
+  /**
+   * AI 个股四维分析 — 流式调用(NDJSON,与财务分析同协议)。
+   * meta 里额外带 levels(关键价位)供图表回放。
+   */
+  async *stockAnalyzeStream(symbol: string, focus?: string): AsyncGenerator<{
+    type: 'meta' | 'delta' | 'error' | 'done'
+    symbol?: string
+    summary?: string
+    levels?: Record<LevelType, PriceLevel[]>
+    close?: number | null
+    content?: string
+    message?: string
+  }> {
+    const res = await fetch('/api/stock-analysis/analyze', {
+      method: 'POST',
+      headers: { 'Content-Type': 'application/json' },
+      body: JSON.stringify({ symbol, focus: focus ?? '' }),
+    })
+    if (!res.ok) {
+      let detail = ''
+      try { const j = JSON.parse(await res.text()); detail = j.detail ?? j.message ?? '' } catch { /* ignore */ }
+      const msg = detail || `${res.status} ${res.statusText}`
+      toast(msg, 'error')
+      throw new Error(msg)
+    }
+    if (!res.body) throw new Error('响应无 body')
+
+    const reader = res.body.getReader()
+    const decoder = new TextDecoder()
+    let buf = ''
+    for (;;) {
+      const { done, value } = await reader.read()
+      if (done) break
+      buf += decoder.decode(value, { stream: true })
+      const lines = buf.split('\n')
+      buf = lines.pop() ?? ''
+      for (const line of lines) {
+        const s = line.trim()
+        if (!s) continue
+        try { yield JSON.parse(s) } catch { /* ignore */ }
+      }
+    }
+    if (buf.trim()) {
+      try { yield JSON.parse(buf.trim()) } catch { /* ignore */ }
+    }
+  },
+
+  // ===== 大盘复盘 =====
+  reviewReportsList: () =>
+    request<{ reports: AiReviewReport[] }>('/api/market-recap/reports'),
+
+  reviewReportSave: (r: {
+    as_of: string; focus?: string; content: string
+    summary?: string; emotion_score?: number | null; emotion_label?: string
+  }) =>
+    request<{ ok: boolean; report: AiReviewReport }>('/api/market-recap/reports', {
+      method: 'POST', body: JSON.stringify(r),
+    }),
+
+  reviewReportDelete: (reportId: string) =>
+    request<{ ok: boolean }>(`/api/market-recap/reports/${encodeURIComponent(reportId)}`, { method: 'DELETE' }),
+
+  /**
+   * AI 大盘复盘 — 流式调用(NDJSON,与个股/财务分析同协议)。
+   * meta 里带 as_of / emotion_score / emotion_label / summary,供前端先渲染信号灯。
+   */
+  async *reviewStream(asOf?: string, focus?: string): AsyncGenerator<{
+    type: 'meta' | 'delta' | 'error' | 'done'
+    as_of?: string
+    emotion_score?: number
+    emotion_label?: string
+    summary?: string
+    content?: string
+    message?: string
+  }> {
+    const res = await fetch('/api/market-recap/analyze', {
+      method: 'POST',
+      headers: { 'Content-Type': 'application/json' },
+      body: JSON.stringify({ as_of: asOf ?? null, focus: focus ?? '' }),
+    })
+    if (!res.ok) {
+      let detail = ''
+      try { const j = JSON.parse(await res.text()); detail = j.detail ?? j.message ?? '' } catch { /* ignore */ }
+      const msg = detail || `${res.status} ${res.statusText}`
+      toast(msg, 'error')
+      throw new Error(msg)
+    }
+    if (!res.body) throw new Error('响应无 body')
+
+    const reader = res.body.getReader()
+    const decoder = new TextDecoder()
+    let buf = ''
+    for (;;) {
+      const { done, value } = await reader.read()
+      if (done) break
+      buf += decoder.decode(value, { stream: true })
+      const lines = buf.split('\n')
+      buf = lines.pop() ?? ''
+      for (const line of lines) {
+        const s = line.trim()
+        if (!s) continue
+        try { yield JSON.parse(s) } catch { /* ignore */ }
+      }
+    }
+    if (buf.trim()) {
+      try { yield JSON.parse(buf.trim()) } catch { /* ignore */ }
+    }
+  },
+
+  /** AI 概念轮动分析 — 流式 NDJSON。 */
+  async *rotationAnalyzeStream(days: number, focus?: string): AsyncGenerator<{
+    type: 'meta' | 'delta' | 'error' | 'done'
+    days?: number
+    summary?: string
+    content?: string
+    message?: string
+  }> {
+    const res = await fetch('/api/rps/rotation-analyze', {
+      method: 'POST',
+      headers: { 'Content-Type': 'application/json' },
+      body: JSON.stringify({ days, focus: focus ?? '' }),
+    })
+    if (!res.ok) {
+      let detail = ''
+      try { const j = JSON.parse(await res.text()); detail = j.detail ?? j.message ?? '' } catch { /* ignore */ }
+      const msg = detail || `${res.status} ${res.statusText}`
+      toast(msg, 'error')
+      throw new Error(msg)
+    }
+    if (!res.body) throw new Error('响应无 body')
+
+    const reader = res.body.getReader()
+    const decoder = new TextDecoder()
+    let buf = ''
+    for (;;) {
+      const { done, value } = await reader.read()
+      if (done) break
+      buf += decoder.decode(value, { stream: true })
+      const lines = buf.split('\n')
+      buf = lines.pop() ?? ''
+      for (const line of lines) {
+        const s = line.trim()
+        if (!s) continue
+        try { yield JSON.parse(s) } catch { /* ignore */ }
+      }
+    }
+    if (buf.trim()) {
+      try { yield JSON.parse(buf.trim()) } catch { /* ignore */ }
+    }
+  },
+
  // ===== Strategy Engine =====
  strategyList: () =>
    request<{ strategies: StrategyDetail[] }>('/api/strategies'),
@@ -1307,6 +1673,34 @@ export const api = {
  monitorRuleDelete: (id: string) =>
    request<{ ok: boolean }>(`/api/monitor-rules/${encodeURIComponent(id)}`, { method: 'DELETE' }),

+  /** 模拟触发 ladder 封单监控 (Dev 调试, 不落盘不推送) */
+  monitorRuleTestLadder: () =>
+    request<{
+      ok: boolean
+      as_of: string
+      sealed_count: number
+      triggered: Array<{
+        rule_id: string; rule_name: string; symbol: string; name?: string
+        type: string; message: string; severity: string
+        sealed_value: number; sealed_metric: string
+        current_sealed_vol?: number; current_sealed_amount?: number
+      }>
+      not_triggered: Array<{
+        rule_id: string; rule_name: string; symbol: string
+        metric: string; threshold: number; current_value: number | null
+        current_sealed_vol?: number; current_sealed_amount?: number | null
+        reason: string
+      }>
+    }>('/api/monitor-rules/test-ladder', { method: 'POST' }),
+
+  /** 真实触发 ladder 预警 (落盘+飞书+SSE), Dev 调试用 */
+  monitorRuleTriggerLadder: () =>
+    request<{
+      ok: boolean
+      triggered: number
+      events: Array<{ symbol: string; name: string; message: string }>
+    }>('/api/monitor-rules/trigger-ladder', { method: 'POST' }),
+
  /** 生成演示监控规则 (Dev 页用) */
  monitorRuleSeed: () =>
    request<{ ok: boolean; generated: number }>('/api/monitor-rules/seed', { method: 'POST' }),
@@ -1334,11 +1728,11 @@ export const api = {

  /** 检查 AI 配置状态 */
  strategyAiStatus: () =>
-    request<{ configured: boolean; has_key: boolean; has_model: boolean }>('/api/strategies/ai/status'),
+    request<{ configured: boolean; has_key: boolean; has_model: boolean; provider?: string }>('/api/strategies/ai/status'),

  /** 测试 AI 连通性 */
  strategyAiTest: () =>
-    request<{ ok: boolean; error?: string; model?: string; usage?: { prompt: number; completion: number } }>(
+    request<{ ok: boolean; error?: string; model?: string; response?: string; usage?: { prompt: number; completion: number } }>(
      '/api/strategies/ai/test',
      { method: 'POST' },
    ),
@@ -1408,6 +1802,9 @@ export interface DataStatus {
  index_daily: TableStats | null
  index_enriched: TableStats | null
  index_instruments: InstrumentsStats | null
+  etf_daily: TableStats | null
+  etf_enriched: TableStats | null
+  etf_instruments: InstrumentsStats | null
  minute: TableStats | null
  adj_factor: TableStats | null
  instruments: InstrumentsStats | null
@@ -1423,6 +1820,14 @@ export interface DataStatus {
    index_enriched_size_mb?: number
    index_instruments_files?: number
    index_instruments_size_mb?: number
+    etf_daily_files?: number
+    etf_daily_size_mb?: number
+    etf_enriched_files?: number
+    etf_enriched_size_mb?: number
+    etf_instruments_files?: number
+    etf_instruments_size_mb?: number
+    etf_adj_factor_files?: number
+    etf_adj_factor_size_mb?: number
    minute_files: number
    minute_size_mb: number
    adj_factor_files: number
@@ -1468,6 +1873,7 @@ export interface PullConfig {
  last_status?: string | null
  last_message?: string | null
  last_rows?: number | null
+  next_run?: string | null
 }

 export interface ExtDataConfig {
@@ -1,6 +1,6 @@
 // capability 内部名 → 用户能理解的中文标签
 export const CAP_LABELS: Record<string, { name: string; hint: string }> = {
-  'quote.by_symbol':         { name: '实时行情(按标的)', hint: '查询单只股票当前价' },
+  'quote.by_symbol':         { name: '自选股实时监控', hint: 'Free 可按标的查询实时行情,用于少量自选股监控' },
  'quote.batch':             { name: '实时行情(批量)',   hint: '一次拿多只股票的价' },
  'quote.pool':              { name: '标的池查询',        hint: '按沪深300等池子拿行情' },
  'kline.daily.by_symbol':   { name: '日 K(按标的)',    hint: '单只股票历史日 K' },
@@ -16,7 +16,7 @@ export const CAP_LABELS: Record<string, { name: string; hint: string }> = {

 // 套餐等级 —— 用于按档位门控功能(如专线端点 / 按月扩展分钟K)。
 // 基础档提取与后端 quote_service.py 一致:取 label 第一个词("Pro +" → "pro")。
-// none = 无档(无 key / 无效 key),低于 free,仅历史日K无实时行情。
+// none = None 档(无 key / 无效 key),低于 free,仅历史日K无实时行情。
 export const TIER_RANK: Record<string, number> = { none: -1, free: 0, starter: 1, pro: 2, expert: 3 }
 export const EXPERT_RANK = TIER_RANK.expert

@@ -45,19 +45,19 @@ const TIER_STYLE: Record<string, TierStyle> = {
    labelTextStyle: { color: '#71717a' },
  },
  free: {
-    desc: '基础日K · 单股查询',
+    desc: '历史日K · 自选实时',
    tagBg: { background: 'rgba(113,113,122,0.3)' },
    dotStyle: { background: '#71717a' },
    labelTextStyle: { color: '#a1a1aa' },
  },
  starter: {
-    desc: '批量同步 · 行情池',
+    desc: '除权因子 · 全市场实时',
    tagBg: { background: 'rgba(59,130,246,0.2)' },
    dotStyle: { background: '#3b82f6' },
    labelTextStyle: { color: '#60a5fa' },
  },
  pro: {
-    desc: '分钟K · 实时行情 · 盘口',
+    desc: '分钟K · 盘口',
    tagBg: { background: 'linear-gradient(135deg, rgba(168,85,247,0.2), rgba(124,58,237,0.15))' },
    dotStyle: { background: 'linear-gradient(135deg, #a855f7, #7c3aed)' },
    labelTextStyle: { background: 'linear-gradient(135deg, #c084fc, #a855f7)', WebkitBackgroundClip: 'text', backgroundClip: 'text', color: 'transparent' },
@@ -92,8 +92,8 @@ export function tierTextStyle(label: string): { color?: string; background?: str
 export function TierTag({ label, className = '' }: { label: string; className?: string }) {
  const t = tierStyle(label)
  const base = tierBaseName(label)
-  // none 档显示中文「无」,其余档显示英文档名
-  const display = base === 'none' ? '无' : base
+  // none 档显示英文「None」,其余档显示英文档名
+  const display = base === 'none' ? 'None' : base
  return (
    <span
      className={`inline-flex h-[18px] max-w-[80px] shrink-0 items-center overflow-hidden rounded px-1.5 text-[10px] font-bold font-mono leading-none ${className}`}
@@ -1,68 +0,0 @@
-import { useMemo } from 'react'
-import { useTheme, type ResolvedTheme } from '@/components/ThemeProvider'
-
-export interface ChartTheme {
-  /** 坐标轴文字 / 图例文字 */
-  text: string
-  /** 坐标轴线条 / 边框 */
-  axisLine: string
-  /** 网格线 / splitLine */
-  splitLine: string
-  /** 十字线 / axisPointer 线 */
-  crosshair: string
-  /** tooltip 背景 */
-  tooltipBg: string
-  /** tooltip 边框 */
-  tooltipBorder: string
-  /** tooltip 标题文字 */
-  tooltipTitle: string
-  /** tooltip 正文文字 */
-  tooltipText: string
-  /** dataZoom 背景 */
-  dataZoomBg: string
-  /** dataZoom 边框 */
-  dataZoomBorder: string
-  /** dataZoom 选中区域 */
-  dataZoomFiller: string
-  /** dataZoom 手柄 */
-  dataZoomHandle: string
-}
-
-const LIGHT: ChartTheme = {
-  text: '#52525B',
-  axisLine: '#E4E4E7',
-  splitLine: '#F4F4F5',
-  crosshair: 'rgba(0,0,0,0.12)',
-  tooltipBg: 'rgba(255,255,255,0.96)',
-  tooltipBorder: 'rgba(0,0,0,0.08)',
-  tooltipTitle: '#71717A',
-  tooltipText: '#18181B',
-  dataZoomBg: 'rgba(0,0,0,0.04)',
-  dataZoomBorder: 'rgba(0,0,0,0.08)',
-  dataZoomFiller: 'rgba(59,130,246,0.18)',
-  dataZoomHandle: '#A1A1AA',
-}
-
-const DARK: ChartTheme = {
-  text: '#A1A1AA',
-  axisLine: '#334155',
-  splitLine: '#1E293B',
-  crosshair: 'rgba(255,255,255,0.12)',
-  tooltipBg: 'rgba(15,23,42,0.95)',
-  tooltipBorder: 'rgba(148,163,184,0.2)',
-  tooltipTitle: '#94A3B8',
-  tooltipText: '#E2E8F0',
-  dataZoomBg: 'rgba(15,23,42,0.55)',
-  dataZoomBorder: 'rgba(148,163,184,0.18)',
-  dataZoomFiller: 'rgba(59,130,246,0.18)',
-  dataZoomHandle: '#64748B',
-}
-
-export function getChartTheme(resolved: ResolvedTheme): ChartTheme {
-  return resolved === 'dark' ? DARK : LIGHT
-}
-
-export function useChartTheme(): ChartTheme {
-  const { resolved } = useTheme()
-  return useMemo(() => getChartTheme(resolved), [resolved])
-}
@@ -20,7 +20,8 @@ const listeners = new Set<() => void>()
 function readSeen(): number {
  try {
    const v = localStorage.getItem(STORAGE_KEY)
-    return v ? parseInt(v, 10) || 0 : -1  // -1 = 未初始化
+    if (v === null) return -1  // 从未设置过 → 未初始化
+    return parseInt(v, 10) || 0
  } catch {
    return -1
  }
@@ -52,11 +53,12 @@ function getSnapshot() {

 /** 轮询更新最新总数 (Layout 层调用)。 */
 export function setCurrentTotal(total: number): void {
-  // undefined/null 视为未就绪, 不更新 (Layout 层已在传入前过滤)
-  if (total == null) return
+  // total=0 视为未初始化, 不更新 (避免渲染期 data=undefined 传 0 重置 lastSeen)
+  if (total <= 0) return

-  // 首次初始化: 把已读基线设为当前总数 (包括 total=0, 避免未初始化时徽章 stuck 在 1)
-  if (lastSeenTotal < 0) {
+  // 首次初始化: lastSeen <= 0 (从未设置 -1, 或历史为 0) → 把已读基线设为当前总数
+  // 否则 lastSeen=0 + total=1 会被误算成"1条未读" (首次进入就显示徽标的 bug)
+  if (lastSeenTotal <= 0) {
    lastSeenTotal = total
    writeSeen(total)
  }
@@ -50,6 +50,7 @@ export const QK = {
  // Kline
  kline:                (symbol: string, start: string, end: string, extColumns?: string) =>
                           ['kline', symbol, start, end, extColumns ?? ''] as const,
+  stockLevels:          (symbol: string, days?: number) => ['stock-levels', symbol, days ?? 120] as const,
  klineMinute:          (symbol: string, date: string) =>
                             ['kline-minute', symbol, date] as const,
  indexDaily:           (symbol: string, start: string, end: string) =>
@@ -69,6 +70,12 @@ export const QK = {
  monitorRules:         ['monitor-rules'] as const,
  monitorRuleOptions:   ['monitor-rule-options'] as const,
  alerts:               (source?: string) => ['alerts', source ?? ''] as const,
+
+  // AI 大盘复盘
+  reviewReports:        ['review-reports'] as const,
+
+  // 概念涨幅轮动矩阵
+  rpsRotation:          (days: number) => ['rps-rotation', days] as const,
 } as const

 // ===== SSE 应该 invalidate 的 key 前缀列表 =====
@@ -80,5 +87,5 @@ export const SSE_INVALIDATE_PREFIXES = [
  'index-quotes',
  'overview-market',
  'limit-ladder',
-  'screener-cached',
+  'screener',
 ] as const
@@ -0,0 +1,220 @@
+/**
+ * 复盘生成状态的全局单例 store —— 脱离 Review 组件生命周期。
+ *
+ * 解决的问题:生成中切换到其他页面,Review 组件卸载会丢失 phase/content。
+ * 本 store 把流式生成的状态提到模块级,组件卸载后流仍在后台继续跑,
+ * 回到页面订阅即可恢复显示。
+ *
+ * 设计:
+ *  - 模块级 state(phase/content/meta/focus),唯一的生成实例
+ *  - AbortController 存模块级 ref,组件卸载不中断流
+ *  - 订阅者列表(notify 机制),Review mount 时订阅、unmount 时退订
+ */
+import { api } from '@/lib/api'
+
+export type ReviewPhase = 'idle' | 'loading' | 'streaming' | 'done' | 'error'
+
+export interface ReviewMeta {
+  as_of?: string
+  emotion_score?: number
+  emotion_label?: string
+  summary?: string
+}
+
+export interface ReviewState {
+  phase: ReviewPhase
+  content: string
+  error: string
+  meta: ReviewMeta | null
+  focus: string
+}
+
+const INITIAL: ReviewState = { phase: 'idle', content: '', error: '', meta: null, focus: '' }
+
+// ===== 模块级单例状态(组件卸载不销毁)=====
+let state: ReviewState = { ...INITIAL }
+let abortCtrl: AbortController | null = null
+
+// 当前生成来源: 'manual'(手动点生成) | 'sse'(定时任务 SSE 推送) | null(空闲)
+// 用于区分两条流, 避免互相丢弃事件或重复归档。
+let generatingSource: 'manual' | 'sse' | null = null
+
+// ===== 订阅机制 =====
+type Listener = () => void
+const listeners = new Set<Listener>()
+
+function notify() {
+  for (const l of listeners) l()
+}
+
+export function getReviewState(): ReviewState {
+  return state
+}
+
+export function subscribeReview(listener: Listener): () => void {
+  listeners.add(listener)
+  return () => { listeners.delete(listener) }
+}
+
+// 暴露给组件直接读取最新 meta(用于自动归档,避免闭包取旧值)
+export function getReviewMeta(): ReviewMeta | null {
+  return state.meta
+}
+
+/** 是否正在生成(loading 或 streaming) */
+export function isReviewGenerating(): boolean {
+  return state.phase === 'loading' || state.phase === 'streaming'
+}
+
+/**
+ * 启动复盘生成。返回后流在后台独立运行,组件卸载不影响。
+ * @param asOf 复盘日期
+ * @param focus 用户追加的复盘关注点
+ * @param onDone 完成回调(供调用方做自动归档)
+ */
+export async function startReviewGeneration(
+  asOf: string | undefined,
+  focus: string,
+  onDone?: (fullContent: string, meta: ReviewMeta | null) => void,
+): Promise<void> {
+  // 已在生成中,不重复启动
+  if (isReviewGenerating()) return
+
+  generatingSource = 'manual'
+  state = { phase: 'loading', content: '', error: '', meta: null, focus }
+  notify()
+
+  abortCtrl = new AbortController()
+  let buf = ''
+  let failed = false
+  let doneMeta: ReviewMeta | null = null
+
+  try {
+    for await (const evt of api.reviewStream(asOf, focus)) {
+      if (abortCtrl.signal.aborted) break
+      if (evt.type === 'meta') {
+        doneMeta = evt
+        state = { ...state, meta: evt }
+        notify()
+      } else if (evt.type === 'delta' && evt.content) {
+        buf += evt.content
+        state = { ...state, content: buf, phase: 'streaming' }
+        notify()
+      } else if (evt.type === 'error') {
+        failed = true
+        state = { ...state, error: evt.message ?? '复盘失败', phase: 'error' }
+        notify()
+        return
+      } else if (evt.type === 'done') {
+        state = { ...state, phase: 'done' }
+        notify()
+      }
+    }
+    // 流正常结束但无 done 事件,按 done 处理
+    if (buf && !failed) {
+      state = { ...state, phase: 'done' }
+      notify()
+      // 自动归档(仅手动流: 定时流由后端归档, SSE done 不走这里)
+      if (buf && !failed) {
+        onDone?.(buf, doneMeta)
+      }
+    }
+  } catch (e: any) {
+    if (!abortCtrl.signal.aborted) {
+      state = { ...state, error: e?.message ?? '复盘失败', phase: 'error' }
+      notify()
+    }
+  } finally {
+    abortCtrl = null
+    generatingSource = null
+  }
+}
+
+/** 中断当前生成(供"查看历史"等场景主动中断流)。 */
+export function abortReviewGeneration(): void {
+  abortCtrl?.abort()
+  abortCtrl = null
+}
+
+/** 设置当前查看的历史报告(把 store 状态切到 done + 该报告内容)。 */
+export function setViewingReport(report: {
+  content: string
+  as_of?: string
+  emotion_score?: number | null
+  emotion_label?: string
+  summary?: string
+}): void {
+  abortCtrl?.abort()
+  abortCtrl = null
+  state = {
+    phase: 'done',
+    content: report.content,
+    error: '',
+    meta: {
+      as_of: report.as_of,
+      emotion_score: report.emotion_score ?? undefined,
+      emotion_label: report.emotion_label,
+      summary: report.summary,
+    },
+    focus: state.focus,
+  }
+  notify()
+}
+
+/** 重置到 idle(清空当前显示)。 */
+export function resetReview(): void {
+  state = { ...INITIAL }
+  notify()
+}
+
+/**
+ * 喂入一条来自 SSE 的复盘事件(定时生成时后端推来的)。
+ *
+ * 用途: 定时复盘在后端流式生成, 通过 /api/intraday/stream 的 review_progress 事件
+ * 把 meta/delta/done 等实时推给前端, 前端调本函数把事件写进 store ——
+ * 这样开着复盘页的用户能看到「边生成边显示」, 和手动点生成完全一致。
+ *
+ * 事件格式与 recap_market_stream 产出一致:
+ *   {type:'meta'|'delta'|'error'|'done'|'retry', ...}
+ *
+ * 与手动生成的并发:
+ *  - 若手动正在生成(isReviewGenerating), 忽略 SSE 事件(手动流优先, 避免冲突)。
+ *  - done 带 archived=true(定时场景后端已归档): 不重复调归档接口, 仅切到 done 态。
+ *  - retry: 后端 LLM 断流重试, 清空已累积内容重新开始。
+ */
+export function feedReviewEvent(evt: any): void {
+  if (!evt || typeof evt !== 'object') return
+  const t = evt.type
+
+  // 并发控制: 手动流进行中时, SSE 事件一律忽略(手动流优先, 避免两条流抢同一个 store)
+  // 但若当前是 SSE 流自己在跑(generatingSource==='sse'), 则正常处理后续事件
+  if (generatingSource === 'manual') return
+
+  if (t === 'meta') {
+    // 定时流的第一个事件: 标记来源为 sse, 进入 streaming 态, 重置 content
+    generatingSource = 'sse'
+    state = { phase: 'streaming', content: '', error: '', meta: evt, focus: '' }
+    notify()
+  } else if (t === 'delta' && evt.content) {
+    // 只有 sse 流进行中时才累积(防止 meta 丢失时的孤立 delta)
+    if (generatingSource !== 'sse') return
+    state = { ...state, content: state.content + evt.content, phase: 'streaming' }
+    notify()
+  } else if (t === 'retry') {
+    if (generatingSource !== 'sse') return
+    // 后端重试: 清空已累积内容, 等待新一轮 meta/delta
+    state = { ...state, content: '', phase: 'streaming' }
+    notify()
+  } else if (t === 'error') {
+    if (generatingSource !== 'sse') return
+    state = { ...state, error: evt.message ?? '复盘生成失败', phase: 'error' }
+    notify()
+    generatingSource = null
+  } else if (t === 'done') {
+    if (generatingSource !== 'sse') return
+    // 定时场景 done 带 archived=true: 后端已归档, 前端只切 done 态, 不调归档接口。
+    state = { ...state, phase: 'done' }
+    notify()
+    generatingSource = null
+  }
+}
@@ -0,0 +1,272 @@
+import { useSyncExternalStore } from 'react'
+import { api, type PriceLevel, type LevelType } from './api'
+
+/**
+ * AI 个股分析 —— 全局任务/报告 store(与 aiReportStore 解耦、并行存在)。
+ *
+ * 与财务分析 store 的区别:
+ *  - 独立的 activeTasks / history 状态池(不共享 3 并发上限)
+ *  - meta 额外带 levels(关键价位),供图表回放
+ *  - 状态文案在胶囊组件里用「蓝」色系区分(财务用紫)
+ *
+ * 设计同 aiReportStore:流式接收逻辑在此,与弹窗解耦 → 关闭弹窗后台照常累积。
+ */
+
+export type Phase = 'loading' | 'streaming' | 'done' | 'error'
+
+export interface ActiveTask {
+  id: string
+  symbol: string
+  name: string
+  focus: string
+  phase: Phase
+  content: string
+  error: string
+  meta: {
+    summary?: string
+    levels?: Record<LevelType, PriceLevel[]>
+    close?: number | null
+  } | null
+  createdAt: number
+  savedReportId?: string
+  doneAt?: number
+  dismissed?: boolean
+}
+
+export interface HistoryReport {
+  id: string
+  symbol: string
+  name: string
+  focus: string
+  content: string
+  summary?: string
+  close?: number | null
+  levels?: Record<LevelType, PriceLevel[]>
+  created_at: string
+}
+
+const MAX_ACTIVE = 3
+
+let activeTasks: ActiveTask[] = []
+let history: HistoryReport[] = []
+let historyLoaded = false
+const listeners = new Set<() => void>()
+
+let activeDialogTaskId: string | null = null
+let dialogMinimized = false
+
+function emit() { listeners.forEach(fn => fn()) }
+function subscribe(fn: () => void) { listeners.add(fn); return () => { listeners.delete(fn) } }
+
+function normalizeAiError(msg: string) {
+  return msg.includes('API Key') || msg.includes('api_key')
+    ? 'AI 未配置或无效,请在「设置 → AI」中检查当前 AI 提供方'
+    : msg
+}
+
+let _activeSnap: ActiveTask[] = []
+let _historySnap: HistoryReport[] = []
+interface DialogSnap { taskId: string | null; minimized: boolean }
+let _dialogSnap: DialogSnap = { taskId: activeDialogTaskId, minimized: dialogMinimized }
+
+function rebuildSnap() {
+  _activeSnap = activeTasks
+  _historySnap = history
+  _dialogSnap = { taskId: activeDialogTaskId, minimized: dialogMinimized }
+}
+
+function getActiveSnapshot() { return _activeSnap }
+function getHistorySnapshot() { return _historySnap }
+function getDialogSnapshot() { return _dialogSnap }
+
+function patchTask(id: string, patch: Partial<ActiveTask>) {
+  activeTasks = activeTasks.map(t => {
+    if (t.id !== id) return t
+    const next = { ...t, ...patch }
+    if ((patch.phase === 'done' || patch.phase === 'error') && t.phase !== patch.phase && !next.doneAt) {
+      next.doneAt = Date.now()
+    }
+    return next
+  })
+  rebuildSnap()
+  emit()
+}
+
+// ===== 查询 hooks =====
+
+export function useBubbleTasks(): ActiveTask[] {
+  const all = useSyncExternalStore(subscribe, getActiveSnapshot, () => [])
+  useSyncExternalStore(subscribe, getDialogSnapshot, () => ({ taskId: null, minimized: false }))
+  const ds = _dialogSnap
+  return all.filter(t => {
+    if (t.phase === 'loading' || t.phase === 'streaming') {
+      return !(ds.taskId === t.id && !ds.minimized)
+    }
+    if (t.dismissed) return false
+    if (!ds.minimized && ds.taskId === t.id) return false
+    return true
+  })
+}
+
+export function useHistoryReports(): { reports: HistoryReport[]; loaded: boolean } {
+  const reports = useSyncExternalStore(subscribe, getHistorySnapshot, () => [])
+  return { reports, loaded: historyLoaded }
+}
+
+export function useDialogState() {
+  return useSyncExternalStore(subscribe, getDialogSnapshot, () => ({ taskId: null, minimized: false }))
+}
+
+export function useDialogTask(): { task: ActiveTask | HistoryReport | null; mode: 'active' | 'history' | null } {
+  const ds = useDialogState()
+  const active = useSyncExternalStore(subscribe, getActiveSnapshot, () => [])
+  const hist = useSyncExternalStore(subscribe, getHistorySnapshot, () => [])
+  if (!ds.taskId) return { task: null, mode: null }
+  if (ds.taskId.startsWith('history:')) {
+    const rid = ds.taskId.slice('history:'.length)
+    return { task: hist.find(r => r.id === rid) ?? null, mode: 'history' }
+  }
+  return { task: active.find(t => t.id === ds.taskId) ?? null, mode: 'active' }
+}
+
+// ===== 动作 =====
+
+export async function loadHistory(): Promise<void> {
+  try {
+    const res = await api.stockAnalysisReportsList()
+    history = res.reports ?? []
+    historyLoaded = true
+    rebuildSnap()
+    emit()
+  } catch { /* 静默 */ }
+}
+
+export async function findLatestHistoryReport(symbol: string): Promise<HistoryReport | null> {
+  if (!historyLoaded) await loadHistory()
+  return history.find(r => r.symbol === symbol) ?? null
+}
+
+/**
+ * 查询某只股票【当日】是否已生成过分析报告(用于二次确认)。
+ * 判断依据:created_at 的日期部分 == 本地今天。
+ * @returns 当天最近一条报告,或 null
+ */
+export async function findTodayReport(symbol: string): Promise<HistoryReport | null> {
+  if (!historyLoaded) await loadHistory()
+  const today = new Date().toISOString().slice(0, 10)  // YYYY-MM-DD
+  return history.find(r => r.symbol === symbol && (r.created_at ?? '').slice(0, 10) === today) ?? null
+}
+
+export async function startAnalysis(symbol: string, name: string, focus = ''): Promise<{ id?: string; error?: string }> {
+  const existing = activeTasks.find(t => t.symbol === symbol && (t.phase === 'loading' || t.phase === 'streaming'))
+  if (existing) {
+    activeDialogTaskId = existing.id
+    dialogMinimized = false
+    rebuildSnap()
+    emit()
+    return { id: existing.id }
+  }
+  const ongoing = activeTasks.filter(t => t.phase === 'loading' || t.phase === 'streaming')
+  if (ongoing.length >= MAX_ACTIVE) {
+    return { error: `同时进行的个股分析任务不能超过 ${MAX_ACTIVE} 个,请等待现有任务完成` }
+  }
+
+  const id = `stask_${Date.now()}_${Math.random().toString(36).slice(2, 6)}`
+  const task: ActiveTask = {
+    id, symbol, name, focus,
+    phase: 'loading', content: '', error: '',
+    meta: null, createdAt: Date.now(),
+  }
+  activeTasks = [...activeTasks, task]
+  activeDialogTaskId = id
+  dialogMinimized = false
+  rebuildSnap()
+  emit()
+
+  runStream(id, symbol, name, focus)
+  return { id }
+}
+
+async function runStream(id: string, symbol: string, _name: string, focus: string) {
+  try {
+    let firstDelta = true
+    for await (const chunk of api.stockAnalyzeStream(symbol, focus)) {
+      const cur = activeTasks.find(t => t.id === id)
+      if (!cur) return
+      switch (chunk.type) {
+        case 'meta':
+          patchTask(id, { meta: { summary: chunk.summary, levels: chunk.levels, close: chunk.close } })
+          break
+        case 'delta':
+          if (firstDelta) { patchTask(id, { phase: 'streaming' }); firstDelta = false }
+          patchTask(id, { content: cur.content + (chunk.content ?? '') })
+          break
+        case 'error':
+          patchTask(id, { phase: 'error', error: chunk.message ?? '分析失败' })
+          return
+        case 'done':
+          patchTask(id, { phase: 'done' })
+          break
+      }
+    }
+    const final = activeTasks.find(t => t.id === id)
+    if (final && final.phase !== 'error') {
+      // 兜底:流正常结束但从未收到 delta(后端在生成内容前异常断流)→ 标记失败,避免卡死
+      if (!final.content) {
+        patchTask(id, { phase: 'error', error: '分析未返回内容(后端可能异常中断),请重试' })
+        return
+      }
+      try {
+        const res = await api.stockAnalysisReportSave({
+          symbol: final.symbol, name: final.name, focus: final.focus,
+          content: final.content, summary: final.meta?.summary ?? '',
+          close: final.meta?.close ?? null, levels: final.meta?.levels,
+        })
+        if (res.report) {
+          patchTask(id, { savedReportId: res.report.id })
+          history = [res.report, ...history.filter(r => r.id !== res.report.id)]
+          historyLoaded = true
+          rebuildSnap()
+          emit()
+        }
+      } catch { /* 持久化失败不影响展示 */ }
+    }
+  } catch (e: any) {
+    const msg = String(e?.message ?? '分析失败')
+    patchTask(id, {
+      phase: 'error',
+      error: normalizeAiError(msg),
+    })
+  }
+}
+
+export function openDialog(taskId: string) {
+  activeDialogTaskId = taskId; dialogMinimized = false; rebuildSnap(); emit()
+}
+export function minimizeDialog() {
+  dialogMinimized = true; rebuildSnap(); emit()
+}
+export function closeDialog() {
+  activeDialogTaskId = null; dialogMinimized = false; rebuildSnap(); emit()
+}
+export function restoreDialog(taskId: string) {
+  const t = activeTasks.find(x => x.id === taskId)
+  if (t && (t.phase === 'done' || t.phase === 'error')) {
+    patchTask(taskId, { dismissed: true })
+  }
+  activeDialogTaskId = taskId; dialogMinimized = false; rebuildSnap(); emit()
+}
+export async function retryAnalysis(task: { symbol: string; name: string; focus: string }): Promise<{ error?: string }> {
+  return startAnalysis(task.symbol, task.name, task.focus)
+}
+export async function deleteReport(reportId: string): Promise<void> {
+  try {
+    await api.stockAnalysisReportDelete(reportId)
+    history = history.filter(r => r.id !== reportId)
+    rebuildSnap()
+    emit()
+  } catch { /* 静默 */ }
+}
+export function openHistoryReport(reportId: string) {
+  activeDialogTaskId = `history:${reportId}`; dialogMinimized = false; rebuildSnap(); emit()
+}
@@ -21,9 +21,6 @@ function kv<T>(key: string) {
 }

 export const storage = {
-  /** 主题偏好: light | dark | system */
-  theme:                kv<'light' | 'dark' | 'system'>('tf-theme'),
-
  /** 查询轮询 / SSE 配置 */
  queryConfig:          kv<unknown>('tf-stocks-query-config'),

@@ -94,6 +91,7 @@ export const storage = {
    entryFill: 'close_t' | 'open_t+1'
    exitFill: 'close_t' | 'open_t+1'
    fees: string
+    slippage: string
    maxPositions: string
    maxExposure: string
    initialCapital: string
@@ -110,4 +108,9 @@ export const storage = {

  /** 行业分析页面字段配置 */
  industryAnalysisConfig: kv<Record<string, any>>('industry-analysis-config'),
+
+  /** 数据页画像卡片显隐 (卡片key → 是否显示) */
+  dataCardVisible: kv<Record<string, boolean>>('data-card-visible'),
+  /** 数据页画像卡片顺序 (卡片key 数组, 长度=卡片总数) */
+  dataCardOrder: kv<string[]>('data-card-order'),
 } as const
@@ -0,0 +1,52 @@
+import { useCallback, useState } from 'react'
+
+/**
+ * 记忆"上次查看的个股"(按页面维度,localStorage 持久化)。
+ *
+ * 两个分析页(财务 / 个股)各自独立记忆,key 区分:
+ *   - financials: 最后查看的财务分析个股
+ *   - stock-analysis: 最后查看的个股分析个股
+ *
+ * 用法:
+ *   const { last, remember } = useLastStock('stock-analysis')
+ *   remember('000001.SZ', '平安银行')   // 选中股票时调用
+ *   <LastStockChip stock={last} ... />  // 渲染在 PageHeader 右侧
+ */
+
+export interface StockRef { symbol: string; name: string }
+
+const PREFIX = 'last_stock:'
+
+export function useLastStock(scope: string) {
+  const [last, setLast] = useState<StockRef | null>(() => load(scope))
+
+  const remember = useCallback((symbol: string, name: string) => {
+    const ref = { symbol, name }
+    setLast(ref)
+    save(scope, ref)
+  }, [scope])
+
+  const clear = useCallback(() => {
+    setLast(null)
+    save(scope, null)
+  }, [scope])
+
+  return { last, remember, clear }
+}
+
+function load(scope: string): StockRef | null {
+  try {
+    const v = localStorage.getItem(PREFIX + scope)
+    if (!v) return null
+    const p = JSON.parse(v)
+    if (p && typeof p.symbol === 'string' && typeof p.name === 'string') return p
+  } catch { /* ignore */ }
+  return null
+}
+
+function save(scope: string, ref: StockRef | null) {
+  try {
+    if (ref) localStorage.setItem(PREFIX + scope, JSON.stringify(ref))
+    else localStorage.removeItem(PREFIX + scope)
+  } catch { /* ignore */ }
+}
@@ -1,9 +1,10 @@
 import { useEffect, useRef, useCallback } from 'react'
 import { useQueryClient } from '@tanstack/react-query'
-import { SSE_INVALIDATE_PREFIXES } from './queryKeys'
+import { SSE_INVALIDATE_PREFIXES, QK } from './queryKeys'
 import { getQueryConfig } from './useQueryConfig'
 import { toast } from '@/components/Toast'
 import { pushAlertToasts } from '@/components/AlertToast'
+import { feedReviewEvent } from './reviewStore'
 import type { StrategyAlertEvent } from './api'

 /**
@@ -110,6 +111,21 @@ export function useQuoteStream(
        }
      })

+      // 定时复盘流式进度: 后端到点生成时把 meta/delta/done 推来, 喂进 reviewStore
+      // 开着复盘页可看到「边生成边显示」, 切走再回来也能看到生成中/已生成
+      es.addEventListener('review_progress', (e: MessageEvent) => {
+        try {
+          const evt = JSON.parse(e.data)
+          feedReviewEvent(evt)
+          // done(后端已归档) → 刷新历史列表, 让新报告出现并可查看
+          if (evt.type === 'done') {
+            qc.invalidateQueries({ queryKey: QK.reviewReports })
+          }
+        } catch {
+          // 忽略解析错误
+        }
+      })
+
      es.onerror = () => {
        es.close()
        esRef.current = null
@@ -0,0 +1,14 @@
+/**
+ * 订阅 reviewStore 的 React hook。
+ *
+ * mount 时订阅,store 变化触发 re-render;unmount 时退订(但 store 流继续跑)。
+ * 用 useSyncExternalStore 保证与 React 18 并发模式兼容。
+ */
+import { useSyncExternalStore } from 'react'
+import {
+  getReviewState, subscribeReview, type ReviewState,
+} from '@/lib/reviewStore'
+
+export function useReviewState(): ReviewState {
+  return useSyncExternalStore(subscribeReview, getReviewState, getReviewState)
+}
@@ -34,12 +34,22 @@ export function usePreferences() {
  })
 }

-/** 行情状态 — SSE quotes_updated 自动刷新 */
-export function useQuoteStatus(opts?: { enabled?: boolean }) {
+/** 行情状态 — SSE quotes_updated 自动刷新。
+
+ * poll=true 时启用条件轮询兜底: 仅在非交易时段每 60s 轮询一次,
+ * 用于在交易时段边界 (11:30午休 / 12:55开盘 / 15:05收盘) 同步 is_trading_hours。
+ * 交易时段不轮询 (SSE 已驱动刷新), 非交易时段无 SSE 推送, 需要兜底。
+ * 只应在全局唯一挂载处 (Layout) 传 poll=true, 避免多页面重复轮询;
+ * 其他调用方共享同一 queryKey 缓存, 无需自行轮询。
+ */
+export function useQuoteStatus(opts?: { enabled?: boolean; poll?: boolean }) {
  return useQuery({
    queryKey: QK.quoteStatus,
    queryFn: api.quoteStatus,
    enabled: opts?.enabled ?? true,
+    refetchInterval: opts?.poll
+      ? (query) => (query.state.data?.is_trading_hours ? false : 60_000)
+      : false,
  })
 }

@@ -1,26 +1,51 @@
 import React from 'react'
 import ReactDOM from 'react-dom/client'
 import { RouterProvider } from 'react-router-dom'
-import { QueryClient, QueryClientProvider } from '@tanstack/react-query'
+import { QueryClient, QueryClientProvider, QueryCache } from '@tanstack/react-query'
 import { router } from './router'
-import { ThemeProvider } from './components/ThemeProvider'
 import './index.css'

+// 全局认证拦截: 任何 query/mutation 收到 401 (未登录/会话过期) → 跳登录页。
+// api.ts 的 request() 已对 401 静默 (不弹 toast), 这里统一负责跳转。
+// 排除 /login 自身的请求, 避免登录页请求失败又跳登录形成死循环。
+const _redirectToLogin = (() => {
+  let redirecting = false
+  return (err: unknown) => {
+    if (redirecting) return
+    if (!(err instanceof Error)) return
+    const msg = err.message || ''
+    // 401 (未登录/会话过期) → 跳登录页
+    // 403 未初始化 (面板未设密码, 公网访问) → 也跳登录页(显示设密码提示)
+    const is401 = msg.includes('未登录') || msg.includes('会话已过期') || msg.includes('401')
+    const isNotInit = msg.includes('尚未初始化访问密码') || msg.includes('NOT_INITIALIZED')
+    if (!is401 && !isNotInit) return
+    // 已在登录页则不跳(避免死循环)
+    if (window.location.pathname === '/login') return
+    redirecting = true
+    const redirect = encodeURIComponent(window.location.pathname + window.location.search)
+    window.location.href = `/login?redirect=${redirect}`
+  }
+})()
+
 const queryClient = new QueryClient({
+  queryCache: new QueryCache({
+    onError: (err) => _redirectToLogin(err),
+  }),
  defaultOptions: {
    queries: {
      staleTime: 5_000,           // 5s 内复用,与 §4.2 Repository 不变量一致
      refetchOnWindowFocus: false,
    },
+    mutations: {
+      onError: (err) => _redirectToLogin(err),
+    },
  },
 })

 ReactDOM.createRoot(document.getElementById('root')!).render(
  <React.StrictMode>
-    <ThemeProvider>
-      <QueryClientProvider client={queryClient}>
-        <RouterProvider router={router} />
-      </QueryClientProvider>
-    </ThemeProvider>
+    <QueryClientProvider client={queryClient}>
+      <RouterProvider router={router} />
+    </QueryClientProvider>
  </React.StrictMode>
 )
@@ -1,228 +0,0 @@
-import { useState } from 'react'
-import { useNavigate } from 'react-router-dom'
-import { useMutation, useQuery, useQueryClient } from '@tanstack/react-query'
-import { motion } from 'framer-motion'
-import {
-  Plus,
-  Copy,
-  Trash2,
-  ArrowLeft,
-  ToggleLeft,
-  ToggleRight,
-  Loader2,
-  Check,
-  AlertCircle,
-} from 'lucide-react'
-import { api } from '@/lib/api'
-import { toast } from '@/components/Toast'
-import { Logo } from '@/components/Logo'
-
-const BRAND = '#8B5CF6'
-
-function formatTime(ts: number) {
-  const d = new Date(ts * 1000)
-  return d.toLocaleString('zh-CN')
-}
-
-export function AdminUuids() {
-  const navigate = useNavigate()
-  const qc = useQueryClient()
-  const [label, setLabel] = useState('')
-  const [copied, setCopied] = useState<string | null>(null)
-
-  const { data: records = [], isLoading } = useQuery({
-    queryKey: ['admin-uuids'],
-    queryFn: () => api.listUuids(),
-  })
-
-  const create = useMutation({
-    mutationFn: () => api.createUuid(label),
-    onSuccess: () => {
-      qc.invalidateQueries({ queryKey: ['admin-uuids'] })
-      setLabel('')
-      toast('已创建新 UUID', 'success')
-    },
-    onError: (err: any) => toast(err?.message || '创建失败', 'error'),
-  })
-
-  const toggle = useMutation({
-    mutationFn: ({ uuid, enabled }: { uuid: string; enabled: boolean }) =>
-      api.toggleUuid(uuid, enabled),
-    onSuccess: () => qc.invalidateQueries({ queryKey: ['admin-uuids'] }),
-    onError: (err: any) => toast(err?.message || '操作失败', 'error'),
-  })
-
-  const remove = useMutation({
-    mutationFn: (uuid: string) => api.deleteUuid(uuid),
-    onSuccess: () => {
-      qc.invalidateQueries({ queryKey: ['admin-uuids'] })
-      toast('已删除', 'success')
-    },
-    onError: (err: any) => toast(err?.message || '删除失败', 'error'),
-  })
-
-  const handleCopy = async (uuid: string) => {
-    try {
-      await navigator.clipboard.writeText(uuid)
-      setCopied(uuid)
-      setTimeout(() => setCopied(null), 1500)
-    } catch {
-      toast('复制失败', 'error')
-    }
-  }
-
-  return (
-    <div className="relative min-h-screen bg-base overflow-hidden flex flex-col">
-      {/* 背景光晕 */}
-      <div className="pointer-events-none absolute inset-0 overflow-hidden">
-        <div
-          className="absolute -top-40 -left-40 h-[28rem] w-[28rem] rounded-full blur-[120px] opacity-20"
-          style={{ background: `radial-gradient(circle, ${BRAND}, transparent 70%)` }}
-        />
-        <div
-          className="absolute -bottom-40 -right-32 h-[26rem] w-[26rem] rounded-full blur-[120px] opacity-15"
-          style={{ background: 'radial-gradient(circle, hsl(var(--accent)), transparent 70%)' }}
-        />
-      </div>
-
-      {/* 顶栏 */}
-      <header className="relative z-10 flex items-center justify-between px-6 py-4 border-b border-border">
-        <div className="flex items-center gap-2.5 text-foreground">
-          <Logo
-            size={24}
-            className="shrink-0"
-            style={{ color: BRAND, filter: `drop-shadow(0 0 8px ${BRAND}55)` }}
-          />
-          <span className="text-sm font-semibold tracking-tight">Stock Panel</span>
-        </div>
-        <button
-          onClick={() => navigate('/')}
-          className="inline-flex items-center gap-1.5 px-3 h-9 rounded-btn text-sm text-secondary hover:text-foreground hover:bg-elevated transition-colors"
-        >
-          <ArrowLeft className="h-4 w-4" />
-          返回首页
-        </button>
-      </header>
-
-      {/* 内容 */}
-      <main className="relative z-10 flex-1 px-6 py-10">
-        <motion.div
-          initial={{ opacity: 0, y: 16 }}
-          animate={{ opacity: 1, y: 0 }}
-          transition={{ duration: 0.35, ease: [0.16, 1, 0.3, 1] }}
-          className="max-w-3xl mx-auto"
-        >
-          <div className="rounded-card border border-border bg-surface/80 backdrop-blur-sm p-6">
-            <div className="flex items-center justify-between">
-              <div>
-                <h1 className="text-xl font-bold text-foreground">访问 UUID 管理</h1>
-                <p className="mt-1 text-sm text-secondary">为合伙人创建、分发和管理访问 UUID。</p>
-              </div>
-            </div>
-
-            {/* 创建区 */}
-            <div className="mt-6 flex items-center gap-3">
-              <input
-                type="text"
-                placeholder="备注(可选)"
-                value={label}
-                onChange={(e) => setLabel(e.target.value)}
-                className="flex-1 px-3 py-2 rounded-input bg-base border border-border text-sm focus:outline-none focus:border-accent focus:ring-1 focus:ring-accent/30 transition-all"
-              />
-              <button
-                onClick={() => create.mutate()}
-                disabled={create.isPending}
-                className="inline-flex items-center gap-2 px-4 h-10 rounded-xl bg-accent text-white text-sm font-semibold hover:bg-accent/90 disabled:opacity-60 transition-all"
-              >
-                {create.isPending ? (
-                  <Loader2 className="h-4 w-4 animate-spin" />
-                ) : (
-                  <Plus className="h-4 w-4" />
-                )}
-                创建 UUID
-              </button>
-            </div>
-
-            {/* 列表 */}
-            <div className="mt-6 border border-border rounded-card overflow-hidden">
-              {isLoading ? (
-                <div className="flex items-center justify-center py-12">
-                  <Loader2 className="h-6 w-6 animate-spin text-accent" />
-                </div>
-              ) : records.length === 0 ? (
-                <div className="py-12 text-center text-sm text-secondary">
-                  暂无 UUID,点击上方按钮创建第一个。
-                </div>
-              ) : (
-                <table className="w-full text-sm">
-                  <thead className="bg-elevated/50 text-secondary">
-                    <tr>
-                      <th className="text-left px-4 py-2.5 font-medium">UUID</th>
-                      <th className="text-left px-4 py-2.5 font-medium">备注</th>
-                      <th className="text-left px-4 py-2.5 font-medium">创建时间</th>
-                      <th className="text-left px-4 py-2.5 font-medium">状态</th>
-                      <th className="text-right px-4 py-2.5 font-medium">操作</th>
-                    </tr>
-                  </thead>
-                  <tbody className="divide-y divide-border">
-                    {records.map((r) => (
-                      <tr key={r.uuid} className="hover:bg-elevated/30 transition-colors">
-                        <td className="px-4 py-3 font-mono text-xs text-foreground">
-                          <div className="flex items-center gap-2">
-                            <span className="truncate max-w-[12rem]">{r.uuid}</span>
-                            <button
-                              onClick={() => handleCopy(r.uuid)}
-                              className="text-muted hover:text-accent transition-colors"
-                              title="复制"
-                            >
-                              {copied === r.uuid ? (
-                                <Check className="h-3.5 w-3.5 text-bull" />
-                              ) : (
-                                <Copy className="h-3.5 w-3.5" />
-                              )}
-                            </button>
-                          </div>
-                        </td>
-                        <td className="px-4 py-3 text-secondary">{r.label || '—'}</td>
-                        <td className="px-4 py-3 text-secondary">{formatTime(r.created_at)}</td>
-                        <td className="px-4 py-3">
-                          <button
-                            onClick={() => toggle.mutate({ uuid: r.uuid, enabled: !r.enabled })}
-                            disabled={toggle.isPending}
-                            className="text-muted hover:text-accent transition-colors"
-                            title={r.enabled ? '禁用' : '启用'}
-                          >
-                            {r.enabled ? (
-                              <ToggleRight className="h-5 w-5 text-bull" />
-                            ) : (
-                              <ToggleLeft className="h-5 w-5 text-muted" />
-                            )}
-                          </button>
-                        </td>
-                        <td className="px-4 py-3 text-right">
-                          <button
-                            onClick={() => remove.mutate(r.uuid)}
-                            disabled={remove.isPending}
-                            className="inline-flex items-center gap-1 text-xs text-danger hover:text-danger/80 transition-colors"
-                          >
-                            <Trash2 className="h-3.5 w-3.5" />
-                            删除
-                          </button>
-                        </td>
-                      </tr>
-                    ))}
-                  </tbody>
-                </table>
-              )}
-            </div>
-
-            <div className="mt-4 flex items-start gap-2 text-xs text-secondary">
-              <AlertCircle className="h-3.5 w-3.5 mt-px shrink-0" />
-              <span>提示:禁用 UUID 后,持有该 UUID 的合伙人将无法继续访问,但不会删除记录。</span>
-            </div>
-          </div>
-        </motion.div>
-      </main>
-    </div>
-  )
-}
@@ -0,0 +1,195 @@
+/**
+ * 访问认证页 — 复用同一组件处理「首次设密码」和「登录」两种状态。
+ *
+ * 根据后端 /api/auth/status 的 configured 字段决定显示:
+ *   - configured=false → 显示「设置访问密码」(首次)
+ *   - configured=true  → 显示「登录」
+ *
+ * 安全:
+ *   - 设密码接口后端限本机/内网; 公网用户设密码会被 403 拒绝, 页面据此提示。
+ *   - 登录失败由后端限流(5次锁5分钟), 429 时前端显示等待提示。
+ */
+import { useEffect, useState, type FormEvent } from 'react'
+import { useNavigate } from 'react-router-dom'
+import { useMutation } from '@tanstack/react-query'
+import { motion } from 'framer-motion'
+import { Eye, EyeOff, Loader2, Lock, ShieldCheck, ShieldAlert, Sparkles } from 'lucide-react'
+import { api } from '@/lib/api'
+import { Logo } from '@/components/Logo'
+import { cn } from '@/lib/cn'
+
+export function Auth() {
+  const navigate = useNavigate()
+  const [password, setPassword] = useState('')
+  const [confirmPassword, setConfirmPassword] = useState('')  // 仅设密码时用
+  const [showPwd, setShowPwd] = useState(false)
+  const [localError, setLocalError] = useState('')
+
+  // 取认证状态(是否已设密码)
+  const [status, setStatus] = useState<{ configured: boolean } | null>(null)
+  useEffect(() => {
+    api.authStatus().then(s => {
+      setStatus(s)
+      // 已登录的话直接进面板(避免登录页死循环)
+      if (s.authenticated) navigate('/', { replace: true })
+    }).catch(() => setStatus({ configured: false }))
+  }, [navigate])
+
+  const isSetup = !status?.configured  // configured=false → 设密码模式
+
+  // 登录 / 设密码 共用一个 mutation(按 isSetup 调不同接口)
+  const submitMut = useMutation({
+    mutationFn: async () => {
+      if (isSetup) {
+        return api.authSetup(password)
+      }
+      return api.authLogin(password)
+    },
+    onSuccess: () => {
+      // 成功: 跳回原页面(或首页)
+      const redirect = new URLSearchParams(window.location.search).get('redirect') || '/'
+      navigate(redirect, { replace: true })
+    },
+    onError: (err: any) => {
+      const msg = err?.message || (isSetup ? '设置失败' : '登录失败')
+      // 设密码/登录失败必须显示: 401(密码错)/403(公网设密码被拒)/429(限流) 都要提示
+      setLocalError(msg)
+    },
+  })
+
+  const handleSubmit = (e: FormEvent) => {
+    e.preventDefault()
+    setLocalError('')
+    if (isSetup) {
+      if (password.length < 6) { setLocalError('密码至少 6 位'); return }
+      if (password !== confirmPassword) { setLocalError('两次密码不一致'); return }
+    }
+    submitMut.mutate()
+  }
+
+  if (!status) {
+    return (
+      <div className="flex min-h-screen items-center justify-center bg-base">
+        <Loader2 className="h-6 w-6 animate-spin text-muted" />
+      </div>
+    )
+  }
+
+  return (
+    <div className="relative flex min-h-screen items-center justify-center overflow-hidden bg-base px-4">
+      {/* 背景辉光(与 Onboarding 风格一致) */}
+      <div className="pointer-events-none absolute inset-0 bg-[radial-gradient(circle_at_30%_20%,rgba(139,92,246,0.15),transparent_40%),radial-gradient(circle_at_70%_80%,rgba(59,130,246,0.12),transparent_40%)]" />
+
+      <motion.div
+        initial={{ opacity: 0, y: 16 }}
+        animate={{ opacity: 1, y: 0 }}
+        transition={{ duration: 0.4, ease: [0.16, 1, 0.3, 1] }}
+        className="relative w-full max-w-sm"
+      >
+        {/* Logo */}
+        <div className="mb-6 flex flex-col items-center gap-2">
+          <Logo className="h-10 w-10" />
+          <h1 className="text-lg font-semibold text-foreground">TickFlow Stock Panel</h1>
+        </div>
+
+        <div className="rounded-card border border-border bg-surface/90 p-6 shadow-2xl backdrop-blur">
+          {/* 标题区: 图标 + 文案随模式切换 */}
+          <div className="mb-5 flex items-center gap-2.5">
+            <div className={cn(
+              'grid h-9 w-9 place-items-center rounded-lg',
+              isSetup ? 'bg-accent/15 text-accent' : 'bg-purple-500/15 text-purple-400',
+            )}>
+              {isSetup ? <ShieldCheck className="h-5 w-5" /> : <Lock className="h-5 w-5" />}
+            </div>
+            <div>
+              <div className="text-sm font-medium text-foreground">
+                {isSetup ? '设置访问密码' : '登录访问'}
+              </div>
+              <div className="text-[11px] text-muted">
+                {isSetup ? '首次使用, 请为面板设置访问密码' : '请输入访问密码以继续'}
+              </div>
+            </div>
+          </div>
+
+          <form onSubmit={handleSubmit} className="space-y-3">
+            {/* 密码输入 */}
+            <div className="relative">
+              <input
+                type={showPwd ? 'text' : 'password'}
+                value={password}
+                onChange={e => setPassword(e.target.value)}
+                placeholder="访问密码"
+                autoFocus
+                className="h-10 w-full rounded-btn border border-border bg-base px-3 pr-9 text-sm text-foreground outline-none transition-colors focus:border-accent/50"
+              />
+              <button
+                type="button"
+                onClick={() => setShowPwd(s => !s)}
+                className="absolute right-2 top-1/2 -translate-y-1/2 p-1 text-muted hover:text-foreground"
+                tabIndex={-1}
+              >
+                {showPwd ? <EyeOff className="h-4 w-4" /> : <Eye className="h-4 w-4" />}
+              </button>
+            </div>
+
+            {/* 确认密码(仅设密码模式) */}
+            {isSetup && (
+              <input
+                type={showPwd ? 'text' : 'password'}
+                value={confirmPassword}
+                onChange={e => setConfirmPassword(e.target.value)}
+                placeholder="再次输入密码"
+                className="h-10 w-full rounded-btn border border-border bg-base px-3 text-sm text-foreground outline-none transition-colors focus:border-accent/50"
+              />
+            )}
+
+            {/* 错误提示 */}
+            {(localError || submitMut.error) && (
+              <div className="flex items-start gap-1.5 rounded-btn bg-danger/10 px-3 py-2 text-[11px] text-danger">
+                <ShieldAlert className="mt-px h-3.5 w-3.5 shrink-0" />
+                <span>{localError}</span>
+              </div>
+            )}
+
+            <button
+              type="submit"
+              disabled={submitMut.isPending || !password}
+              className="inline-flex h-10 w-full items-center justify-center gap-1.5 rounded-btn bg-accent text-sm font-medium text-white transition-colors hover:bg-accent/90 disabled:opacity-50"
+            >
+              {submitMut.isPending ? (
+                <><Loader2 className="h-4 w-4 animate-spin" />处理中…</>
+              ) : (
+                <>{isSetup ? '设置并进入' : '登录'}</>
+              )}
+            </button>
+          </form>
+
+          {/* 提示: 设密码模式告知本机限制 */}
+          {isSetup && (
+            <div className="mt-3 space-y-1.5 text-[10px] leading-relaxed text-muted/70">
+              <p>
+                出于安全考虑, 首次设置密码需在服务器本机或内网访问时操作。公网环境下仅可登录。
+              </p>
+              <p>
+                详细配置说明见{' '}
+                <a
+                  href="https://github.com/shy3130/tickflow-stock-panel/blob/main/docs/deploy-password.md"
+                  target="_blank"
+                  rel="noreferrer"
+                  className="text-accent underline-offset-2 hover:underline"
+                >
+                  访问密码部署文档
+                </a>
+              </p>
+            </div>
+          )}
+        </div>
+
+        <div className="mt-4 flex items-center justify-center gap-1.5 text-[10px] text-muted/60">
+          <Sparkles className="h-3 w-3" />
+          自托管量化工作台 · 数据完全掌握在自己手里
+        </div>
+      </motion.div>
+    </div>
+  )
+}
@@ -25,12 +25,12 @@ interface Variant {
  glow?: string                       // 名字下方的发光线条 hex
 }

-// 同一个名字 "Stock Panel" 在 4 种风格语言里的呈现
+// 同一个名字 "TickFlow Stock Panel" 在 4 种风格语言里的呈现
 // 长字符串自动用更小字号 + 更窄字距,免得撑爆卡片;但风格语言(字体/字重/配色/图标)保持不变
 const VARIANTS: Variant[] = [
  {
    id: 'pulsar',
-    name: 'Stock Panel',
+    name: 'TickFlow Stock Panel',
    tagline: 'A-SHARE · SIGNAL TERMINAL',
    hint: '脉冲星、雷达波纹 — 青绿强调色,字重黑体,中等字距',
    icon: RadioTower,
@@ -40,7 +40,7 @@ const VARIANTS: Variant[] = [
  },
  {
    id: 'vanta',
-    name: 'Stock Panel',
+    name: 'TickFlow Stock Panel',
    tagline: 'MARKET · INTELLIGENCE',
    hint: 'Vantablack — 纯白单色,字重最重,字距最宽,monochrome 高级感',
    icon: Square,
@@ -50,7 +50,7 @@ const VARIANTS: Variant[] = [
  },
  {
    id: 'helix',
-    name: 'Stock Panel',
+    name: 'TickFlow Stock Panel',
    tagline: 'QUANT · TERMINAL',
    hint: 'DNA 螺旋 — 紫色强调,等宽字体,赛博朋克经典意象',
    icon: GitFork,
@@ -60,7 +60,7 @@ const VARIANTS: Variant[] = [
  },
  {
    id: 'aurora',
-    name: 'Stock Panel',
+    name: 'TickFlow Stock Panel',
    tagline: 'A-SHARE · DASHBOARD',
    hint: '极光 — 青色强调,细字优雅,适中字距,与涨跌语义色不冲突',
    icon: Sparkles,
@@ -77,7 +77,7 @@ const MOCK_NAV = [
  { icon: History, label: '回测' },
  { icon: SignalIcon, label: '信号' },
  { icon: Eye, label: '监控' },
-  { icon: FileText, label: '财务' },
+  { icon: FileText, label: '财务分析' },
 ]

 export function Branding() {
@@ -85,7 +85,7 @@ export function Branding() {
    <>
      <PageHeader
        title="视觉风格预览"
-        subtitle="名字保持 Stock Panel,4 种赛博朋克 + 高级感的视觉处理 — 字重、字距、配色、图标各不同。挑你最喜欢的告诉我。"
+        subtitle="名字保持 TickFlow Stock Panel,4 种赛博朋克 + 高级感的视觉处理 — 字重、字距、配色、图标各不同。挑你最喜欢的告诉我。"
      />

      <div className="px-8 py-6">
@@ -1,12 +1,12 @@
 import { useMemo, useState, type ReactNode } from 'react'
-import { useQuery } from '@tanstack/react-query'
+import { useQuery, useMutation, useQueryClient } from '@tanstack/react-query'
 import { AnimatePresence } from 'framer-motion'
 import {
  Activity,
  Crown,
-  Database,
  Layers3,
  RefreshCw,
+  Repeat,
  Search,
  Settings2,
  TrendingDown,
@@ -14,8 +14,9 @@ import {
 } from 'lucide-react'
 import { PageHeader } from '@/components/PageHeader'
 import { EmptyState } from '@/components/EmptyState'
-import { AnalysisConfigDialog, type AnalysisFieldConfig } from '@/components/analysis-shared'
+import { AnalysisConfigDialog, PresetFetchState, type AnalysisFieldConfig } from '@/components/analysis-shared'
 import { StockPreviewDialog } from '@/components/StockPreviewDialog'
+import { RpsRotationDialog } from '@/components/RpsRotationDialog'
 import { api, type MarketSnapshotRow } from '@/lib/api'
 import { QK } from '@/lib/queryKeys'
 import { storage } from '@/lib/storage'
@@ -240,6 +241,7 @@ export function ConceptAnalysis() {
  const [sortMode, setSortMode] = useState<SortMode>('heat')
  const [previewSymbol, setPreviewSymbol] = useState<string | null>(null)
  const [previewName, setPreviewName] = useState<string>('')
+  const [showRps, setShowRps] = useState(false)

  const configsQuery = useQuery({ queryKey: QK.extData, queryFn: api.extDataList })
  const availableConfigs = configsQuery.data?.items ?? []
@@ -256,6 +258,21 @@ export function ConceptAnalysis() {
    enabled: !!activeConfigId,
  })

+  // 内置概念预设 (ext_gn_ths) 手动获取数据
+  const PRESET_CONCEPT_ID = 'ext_gn_ths'
+  const queryClient = useQueryClient()
+  const fetchMutation = useMutation({
+    mutationFn: () => api.extDataPresetFetch(PRESET_CONCEPT_ID),
+    onSuccess: () => {
+      queryClient.invalidateQueries({ queryKey: QK.extData })
+      queryClient.invalidateQueries({ queryKey: QK.extDataRows(PRESET_CONCEPT_ID, undefined, PAGE_LIMIT) })
+    },
+  })
+  // 是否处于「内置概念预设存在但无数据」状态 → 显示获取按钮
+  const needsConceptFetch =
+    !!activeConfig && activeConfig.id === PRESET_CONCEPT_ID &&
+    !rowsQuery.isLoading && (rowsQuery.data?.total ?? 0) === 0
+
  const marketQuery = useQuery({
    queryKey: QK.marketSnapshot,
    queryFn: api.marketSnapshot,
@@ -310,18 +327,30 @@ export function ConceptAnalysis() {
  }

  if (!activeConfig) {
+    // 极端情况: 无任何概念配置。仍提供一键获取内置概念数据入口
    return (
-      <div className="flex h-full flex-col">
-        <PageHeader
-          title="概念分析"
-          right={
-            <button onClick={() => setShowConfig(true)} className="p-1.5 text-muted hover:bg-surface hover:text-accent" title="配置数据源">
-              <Settings2 className="h-4 w-4" />
-            </button>
-          }
-        />
-        <EmptyState icon={Database} title="暂无概念数据" hint={'请先在"数据"页面创建包含概念/题材字段的扩展数据源'} />
-      </div>
+      <>
+        <div className="flex h-full flex-col">
+          <PageHeader
+            title="概念分析"
+            right={
+              <button onClick={() => setShowConfig(true)} className="p-1.5 text-muted hover:bg-surface hover:text-accent" title="配置数据源">
+                <Settings2 className="h-4 w-4" />
+              </button>
+            }
+          />
+          <PresetFetchState
+            title="暂无概念数据"
+            hint="从同花顺获取概念分类数据后即可使用概念分析"
+            isLoading={fetchMutation.isPending}
+            error={fetchMutation.error}
+            onFetch={() => fetchMutation.mutate()}
+          />
+        </div>
+        <AnimatePresence>
+          {showConfig && <AnalysisConfigDialog currentConfig={fieldConfig} onSave={handleSaveConfig} onClose={() => setShowConfig(false)} />}
+        </AnimatePresence>
+      </>
    )
  }

@@ -332,6 +361,14 @@ export function ConceptAnalysis() {
        subtitle={`${marketQuery.data?.as_of ?? rowsQuery.data?.date ?? '最新'} · ${stats.length} 个概念 · ${totalSymbols} 只标的`}
        right={
          <div className="flex items-center gap-1">
+            {/* RPS 轮动: 打开涨幅轮动矩阵对话框 */}
+            <button
+              onClick={() => setShowRps(true)}
+              className="inline-flex items-center gap-1 rounded-btn border border-amber-400/40 bg-amber-400/15 px-2.5 py-1.5 text-[11px] text-amber-400 font-medium transition-colors hover:bg-amber-400/25 hover:border-amber-400/60"
+              title="概念涨幅轮动矩阵"
+            >
+              <Repeat className="h-3.5 w-3.5" />涨幅RPS轮动分析
+            </button>
            <button
              onClick={() => { rowsQuery.refetch(); marketQuery.refetch() }}
              disabled={rowsQuery.isFetching || marketQuery.isFetching}
@@ -374,6 +411,14 @@ export function ConceptAnalysis() {
            </div>
          ) : rowsQuery.isLoading ? (
            <div className="rounded-2xl border border-border bg-surface px-6 py-16 text-center text-sm text-muted">正在计算概念强度...</div>
+          ) : needsConceptFetch ? (
+            <PresetFetchState
+              title="未获取概念数据"
+              hint="内置概念数据源已就绪,点击下方按钮从同花顺获取概念分类数据"
+              isLoading={fetchMutation.isPending}
+              error={fetchMutation.error}
+              onFetch={() => fetchMutation.mutate()}
+            />
          ) : (
            <EmptyState icon={Layers3} title="未匹配到概念数据" hint={resolved.hint || '请检查扩展数据是否包含概念/题材相关字段'} />
          )}
@@ -391,6 +436,10 @@ export function ConceptAnalysis() {
          onClose={() => { setPreviewSymbol(null); setPreviewName('') }}
        />
      )}
+
+      <AnimatePresence>
+        {showRps && <RpsRotationDialog onClose={() => setShowRps(false)} />}
+      </AnimatePresence>
    </>
  )
 }
@@ -1,9 +1,8 @@
-import { useState, type ReactNode } from 'react'
+import { useState, useEffect, useRef, type ReactNode } from 'react'
 import { Link } from 'react-router-dom'
-import { useQuery } from '@tanstack/react-query'
-import { motion } from 'framer-motion'
-import { useTheme } from '@/components/ThemeProvider'
-import { Activity, AlertTriangle, ArrowDownRight, ArrowUpRight, BarChart3, BellRing, Flame, Gauge, LineChart, Loader2, RefreshCw, Sparkles, Target, Timer, ExternalLink } from 'lucide-react'
+import { useQuery, useMutation, useQueryClient } from '@tanstack/react-query'
+import { motion, AnimatePresence } from 'framer-motion'
+import { Activity, ArrowDownRight, ArrowUpRight, BarChart3, BellRing, Database, Flame, Gauge, Info, LineChart, Loader2, Play, RefreshCw, Sparkles, Target, Timer } from 'lucide-react'
 import { DatePicker } from '@/components/DatePicker'
 import { api, type MarketSnapshotRow, type OverviewDimensionRankItem, type OverviewMarket, type AlertEvent } from '@/lib/api'
 import { QK } from '@/lib/queryKeys'
@@ -11,6 +10,8 @@ import { fmtBigNum, fmtPct } from '@/lib/format'
 import { useDataStatus, useCapabilities, useSettings } from '@/lib/useSharedQueries'
 import { SealedBadge } from '@/components/SealedBadge'
 import { StockPreviewDialog } from '@/components/StockPreviewDialog'
+import { SettingsModal } from '@/components/data/SettingsModal'
+import { STAGE_LABELS } from '@/components/data/ActiveJobCard'
 import { cn } from '@/lib/cn'
 import { cnSignal } from '@/lib/signals'
 import { boardTag } from '@/components/stock-table/primitives'
@@ -288,21 +289,11 @@ function DistributionBars({ rows }: { rows: OverviewMarket['distribution'] }) {
 }

 function EmotionRadar({ radar, score }: { radar: OverviewMarket['radar']; score: number }) {
-  const { resolved } = useTheme()
-  const isDark = resolved === 'dark'
  const size = 240
  const cx = size / 2
  const cy = size / 2
  const maxR = 78
  const color = scoreColor(score)
-  const centerFillStart = isDark ? 'rgba(15,23,42,0.92)' : 'rgba(255,255,255,0.92)'
-  const centerFillMid = isDark ? 'rgba(15,23,42,0.70)' : 'rgba(255,255,255,0.70)'
-  const gridFillEven = isDark ? 'rgba(30,41,59,0.26)' : 'rgba(228,228,231,0.35)'
-  const gridFillOdd = isDark ? 'rgba(15,23,42,0.16)' : 'rgba(244,244,245,0.45)'
-  const gridStrokeStrong = isDark ? 'rgba(148,163,184,0.22)' : 'rgba(0,0,0,0.12)'
-  const gridStrokeWeak = isDark ? 'rgba(148,163,184,0.12)' : 'rgba(0,0,0,0.06)'
-  const spokeStroke = isDark ? 'rgba(148,163,184,0.08)' : 'rgba(0,0,0,0.05)'
-  const pointStroke = isDark ? 'rgba(15,23,42,0.9)' : 'rgba(255,255,255,0.9)'
  if (!radar.length) return <div className="flex h-52 items-center justify-center text-xs text-muted">暂无雷达数据</div>
  const points = radar.map((r, i) => {
    const angle = -Math.PI / 2 + i * 2 * Math.PI / radar.length
@@ -335,23 +326,23 @@ function EmotionRadar({ radar, score }: { radar: OverviewMarket['radar']; score:
            <stop offset="100%" stopColor={`${color}1f`} />
          </radialGradient>
          <radialGradient id="emotionRadarCenter" cx="50%" cy="50%" r="55%">
-            <stop offset="0%" stopColor={centerFillStart} />
-            <stop offset="68%" stopColor={centerFillMid} />
-            <stop offset="100%" stopColor="rgba(0,0,0,0)" />
+            <stop offset="0%" stopColor="rgba(15,23,42,0.92)" />
+            <stop offset="68%" stopColor="rgba(15,23,42,0.70)" />
+            <stop offset="100%" stopColor="rgba(15,23,42,0)" />
          </radialGradient>
        </defs>
        {gridPolygons.map(g => (
          <polygon
            key={g.level}
            points={g.points}
-            fill={g.idx % 2 === 0 ? gridFillEven : gridFillOdd}
-            stroke={g.level === 1 ? gridStrokeStrong : gridStrokeWeak}
+            fill={g.idx % 2 === 0 ? 'rgba(30,41,59,0.26)' : 'rgba(15,23,42,0.16)'}
+            stroke={g.level === 1 ? 'rgba(148,163,184,0.22)' : 'rgba(148,163,184,0.12)'}
            strokeWidth={g.level === 1 ? 1.2 : 0.8}
          />
        ))}
-        {points.map(p => <line key={p.key} x1={cx} y1={cy} x2={p.gx} y2={p.gy} stroke={spokeStroke} />)}
+        {points.map(p => <line key={p.key} x1={cx} y1={cy} x2={p.gx} y2={p.gy} stroke="rgba(148,163,184,0.08)" />)}
        <polygon points={polygon} fill="url(#emotionRadarFill)" stroke={color} strokeWidth="2" />
-        {points.map(p => <circle key={p.key} cx={p.x} cy={p.y} r="2.8" fill={color} stroke={pointStroke} strokeWidth="1" />)} 
+        {points.map(p => <circle key={p.key} cx={p.x} cy={p.y} r="2.8" fill={color} stroke="rgba(15,23,42,0.9)" strokeWidth="1" />)}
        <circle cx={cx} cy={cy} r="29" fill="url(#emotionRadarCenter)" />
        <text x={cx} y={cy + 7} textAnchor="middle" className="fill-foreground font-mono text-[24px] font-bold">{score}</text>
        {points.map(p => (
@@ -480,8 +471,11 @@ function HotRankCard({ title, rank, configUrl }: { title: string; rank?: Overvie
 }

 export function Dashboard() {
+  const qc = useQueryClient()
  const [selectedDate, setSelectedDate] = useState<string | undefined>()
  const [manualFetching, setManualFetching] = useState(false)
+  // 首次使用(无数据 + 未完成引导)自动弹窗: 同一会话只弹一次
+  const [showWelcomeModal, setShowWelcomeModal] = useState(false)
  const dataStatus = useDataStatus({ staleTime: 60_000 })
  const overview = useQuery({
    queryKey: QK.overviewMarket(selectedDate),
@@ -495,15 +489,67 @@ export function Dashboard() {
  const hasDepth = !!caps.data?.capabilities?.['depth5.batch']
  const sealedReady = !!data?.limit?.sealed_ready
  const isSealedDegrade = !hasDepth || !sealedReady
-  // none 档(无 key / 无效 key)→ 显示升级提示横幅
+  // none 档(无 key / 无效 key): 不再阻断功能, 仅实时行情等扩展能力受限
  const isNoKey = settings.data?.mode === 'none'
-  // 无本地数据(enriched/daily 都没有)→ 提示去数据页同步
+  // 无本地数据(enriched/daily 都没有)→ 常驻引导卡片
  // 注: 后端 status 的 rows 为性能刻意返回 0, 用 trading_days 判断是否有数据
  const ds = dataStatus.data
  const hasNoData = !!ds
    && (ds.enriched?.trading_days ?? 0) === 0
    && (ds.daily?.trading_days ?? 0) === 0

+  // ===== 盘后管道触发(看板内一键获取数据) =====
+  const [fetchJobId, setFetchJobId] = useState<string | null>(null)
+  const fetchStatus = useQuery({
+    queryKey: QK.pipelineJob(fetchJobId ?? ''),
+    queryFn: () => api.pipelineJob(fetchJobId!),
+    enabled: !!fetchJobId,
+    refetchInterval: (q: any) => {
+      const j = q.state.data
+      return j && (j.status === 'succeeded' || j.status === 'failed') ? false : 1_000
+    },
+  })
+  const startFetch = useMutation({
+    mutationFn: api.pipelineRun,
+    onSuccess: ({ job_id }) => setFetchJobId(job_id),
+  })
+  const isFetching = startFetch.isPending
+    || fetchStatus.data?.status === 'running'
+    || fetchStatus.data?.status === 'pending'
+  const fetchFailed = fetchStatus.data?.status === 'failed'
+  const fetchSucceeded = fetchStatus.data?.status === 'succeeded'
+
+  // 首次使用且无数据 → 自动弹一次引导弹窗(同会话只弹一次)
+  useEffect(() => {
+    if (!hasNoData) return
+    if (settings.data?.onboarding_completed === false) return  // 还在引导流程中,不重复弹
+    if (sessionStorage.getItem('tf_welcome_shown')) return
+    sessionStorage.setItem('tf_welcome_shown', '1')
+    setShowWelcomeModal(true)
+  }, [hasNoData, settings.data?.onboarding_completed])
+
+  // 同步完成后刷新看板数据
+  useEffect(() => {
+    if (fetchSucceeded) {
+      qc.invalidateQueries({ queryKey: QK.dataStatus })
+      qc.invalidateQueries({ queryKey: QK.overviewMarket(undefined) })
+    }
+  }, [fetchSucceeded, qc])
+
+  // 组件重新挂载时(从其他页面切回)恢复正在运行的同步任务进度。
+  // 原因: fetchJobId 是组件内状态, 切走页面时组件卸载、状态丢失, 切回后进度卡片消失。
+  // 修复: 挂载时若无本地数据且未跟踪任何 job, 查一次后端是否有 active job, 有则接管。
+  const resumeTriedRef = useRef(false)
+  useEffect(() => {
+    if (resumeTriedRef.current) return
+    if (!hasNoData) return
+    if (fetchJobId) return
+    resumeTriedRef.current = true
+    api.pipelineJobs(1).then(({ active_id }) => {
+      if (active_id) setFetchJobId(active_id)
+    }).catch(() => { /* 查询失败不阻塞, 用户仍可手动点击获取 */ })
+  }, [hasNoData, fetchJobId])
+
  // 手动刷新: 显示旋转动画; SSE 自动刷新: 静默, 无体感
  const handleRefresh = () => {
    setManualFetching(true)
@@ -537,44 +583,37 @@ export function Dashboard() {
  const latestDate = dataStatus.data?.enriched?.latest_date ?? null
  const currentDate = selectedDate ?? data.as_of ?? ''
  const quoteRunning = (!selectedDate || selectedDate === latestDate) && data.quote_status?.running
+  // 实时模式: none / watchlist / full_market。
+  // watchlist (Free 档) 仅自选 ≤5 只实时, 看板呈现的大盘数据实为盘后快照, 需提示避免误读。
+  const quoteMode = data.quote_status?.mode as ('none' | 'watchlist' | 'full_market') | undefined

  return (
    <div className="min-h-full bg-base p-3">
-      {/* none 档(无 key)提示横幅 —— 引导用户领取免费 Key 解锁完整能力 */}
-      {isNoKey && (
-        <div className="mb-3 flex items-center gap-2 rounded-card border border-warning/40 bg-warning/10 px-3 py-2 text-xs">
-          <AlertTriangle className="h-4 w-4 shrink-0 text-warning" />
-          <span className="text-secondary leading-relaxed">
-            当前未配置 API Key,批量同步、实时行情等能力不可用。
-            <a
-              href="https://tickflow.org/auth/register"
-              target="_blank"
-              rel="noreferrer"
-              className="mx-1 inline-flex items-baseline gap-0.5 font-medium text-warning hover:underline"
-            >
-              前往数据源官网
-              <ExternalLink className="h-3 w-3 self-center" />
-            </a>
-            免费注册即可领取 API Key,无需付费即可体验。
-          </span>
-        </div>
-      )}
-      {/* 无本地数据提示 —— 引导用户去数据页同步 (仅当已配置 Key 时显示, 无 Key 时优先提示配置 Key) */}
-      {hasNoData && !isNoKey && (
-        <div className="mb-3 flex items-center gap-2 rounded-card border border-warning/40 bg-warning/10 px-3 py-2 text-xs">
-          <AlertTriangle className="h-4 w-4 shrink-0 text-warning" />
-          <span className="text-secondary leading-relaxed">
-            当前暂无数据,请前往数据页面同步行情数据完成后查看。
-            <Link
-              to="/data"
-              className="ml-1 shrink-0 inline-flex items-center gap-0.5 font-medium text-warning hover:underline"
-            >
-              前往同步数据
-              <ArrowUpRight className="h-3 w-3 self-center" />
-            </Link>
-          </span>
-        </div>
+      {/* 无本地数据常驻引导卡片 —— 一键触发盘后管道获取数据(无 Key 也可) */}
+      {hasNoData && (
+        <FetchDataCard
+          isFetching={isFetching}
+          isStarting={startFetch.isPending}
+          fetchFailed={fetchFailed}
+          stage={fetchStatus.data?.stage}
+          fetchPct={fetchStatus.data?.progress}
+          onStart={() => startFetch.mutate()}
+          isNoKey={isNoKey}
+        />
      )}
+      {/* 首次使用自动弹窗(同会话仅一次) */}
+      <AnimatePresence>
+        {showWelcomeModal && (
+          <WelcomeFetchModal
+            isNoKey={isNoKey}
+            onClose={() => setShowWelcomeModal(false)}
+            onStart={() => {
+              startFetch.mutate()
+              setShowWelcomeModal(false)
+            }}
+          />
+        )}
+      </AnimatePresence>
      <div className="mb-3 flex flex-wrap items-center justify-between gap-2 rounded-card border border-border bg-surface/85 px-3 py-2">
        <div className="flex items-center gap-2">
          <Gauge className="h-4 w-4 text-accent" />
@@ -614,6 +653,18 @@ export function Dashboard() {
        </div>
      </div>

+      {/* Free 档提示: 大盘看板为盘后数据, 仅自选股实时。避免用户误读为全市场实时。 */}
+      {quoteMode === 'watchlist' && (
+        <div className="mb-3 flex items-start gap-2 rounded-card border border-amber-500/30 bg-amber-500/8 px-3 py-2 text-[11px] leading-relaxed">
+          <Info className="mt-0.5 h-3.5 w-3.5 shrink-0 text-amber-500" />
+          <div className="min-w-0 flex-1 text-secondary">
+            当前为「自选实时」模式,看板展示的大盘数据为<strong className="text-foreground">盘后快照</strong>(最新有数据日),并非盘中实时;
+            仅自选股({data.quote_status?.watchlist_symbol_count ?? 0} 只)支持实时监控。
+            <span className="ml-1 text-accent">全市场实时需 Starter+</span>
+          </div>
+        </div>
+      )}
+
      <div className="mb-3 grid grid-cols-4 gap-2">
        {data.indices.map(item => <IndexTicker key={item.symbol} item={item} />)}
      </div>
@@ -624,7 +675,7 @@ export function Dashboard() {
        <KpiCell label={<span className="inline-flex items-center gap-1">涨停 / 跌停<SealedBadge degraded={isSealedDegrade} hasDepth={hasDepth} isHistorical={false} sealedReady={sealedReady} sealedCountsUp={{ real: data.limit.limit_up, fake: data.limit.fake_up ?? 0, pending: 0 }} sealedCountsDown={{ real: data.limit.limit_down, fake: data.limit.fake_down ?? 0, pending: 0 }} rawUp={data.limit.limit_up + (data.limit.fake_up ?? 0)} rawDown={data.limit.limit_down + (data.limit.fake_down ?? 0)} invalidateKeys={['overview-market', 'limit-ladder']} /></span>} value={<><span className="text-bull">{data.limit.limit_up}</span><span className="text-muted">/</span><span className="text-bear">{data.limit.limit_down}</span></>} sub={`封板率 ${(data.limit.seal_rate ?? 0).toFixed(0)}%`} />
        <KpiCell label="最高连板" value={`${data.limit.max_boards || 0}板`} sub={`梯队 ${data.limit.tiers.length}`} tone="accent" />
        <KpiCell label="成交额" value={fmtBigNum(data.amount.total)} sub={`均额 ${fmtBigNum(data.amount.avg)}`} />
-        <KpiCell label="换手 / 量比" value={`${fmtPrice(data.activity.avg_turnover, 1)}% / ${fmtPrice(data.activity.vol_ratio, 2)}`} sub={`高换手 ${data.activity.high_turnover} · 放量 ${data.activity.high_vol_ratio}`} tone="accent" />
+        <KpiCell label="换手 / 量比" value={`${fmtPrice(data.activity.avg_turnover, 1)}% / ${fmtPrice(data.activity.vol_ratio, 2)}`} sub={`高换手 ${data.activity.high_turnover} · 放量占比 ${fmtPrice(data.activity.high_vol_ratio, 1)}%`} tone="accent" />
      </div>

      <div className="grid grid-cols-1 gap-3 xl:grid-cols-[minmax(0,1fr)_20rem]">
@@ -670,7 +721,7 @@ export function Dashboard() {
                  <MiniMetric label="站上MA60" value={`${data.trend.above_ma60_pct.toFixed(0)}%`} cls="text-accent" />
                  <MiniMetric label="新高/新低" value={`${compactCount(data.trend.new_high)}/${compactCount(data.trend.new_low)}`} cls={data.trend.new_high >= data.trend.new_low ? 'text-bull' : 'text-bear'} />
                  <MiniMetric label="高换手数" value={`${data.activity.high_turnover}`} cls="text-accent" />
-                  <MiniMetric label="放量家数" value={`${data.activity.high_vol_ratio}`} cls="text-accent" />
+                  <MiniMetric label="放量占比" value={`${fmtPrice(data.activity.high_vol_ratio, 1)}%`} cls="text-accent" />
                </div>
              </div>
            </section>
@@ -691,7 +742,7 @@ export function Dashboard() {

        <aside className="min-w-0 space-y-3">
          <section className="rounded-card border border-border bg-surface/80 p-3">
-            <SectionTitle icon={Flame} title="涨停梯队" hint={<span className="inline-flex items-center gap-1">{`涨停 ${data.limit.limit_up}`}{isSealedDegrade && <span className="text-[9px] px-1 rounded bg-yellow-500/10 text-yellow-600">{hasDepth ? '未修正' : '降级'}</span>}</span>} />
+            <SectionTitle icon={Flame} title="涨停梯队" hint={<span className="inline-flex items-center gap-1">{`涨停 ${data.limit.limit_up}`}{isSealedDegrade && <span className="text-[9px] px-1 rounded bg-yellow-500/10 text-yellow-600 dark:text-yellow-500">{hasDepth ? '未修正' : '降级'}</span>}</span>} />
            <LadderMini limit={data.limit} />
          </section>
          <section className="rounded-card border border-border bg-surface/80 p-3">
@@ -712,3 +763,134 @@ export function Dashboard() {
    </div>
  )
 }
+
+// ===== 无数据常驻引导卡片: 一键触发盘后管道获取行情数据(无 Key 也可) =====
+function FetchDataCard({
+  isFetching, isStarting, fetchFailed, stage, fetchPct, onStart, isNoKey,
+}: {
+  isFetching: boolean
+  isStarting: boolean
+  fetchFailed: boolean
+  stage?: string
+  fetchPct?: number
+  onStart: () => void
+  isNoKey: boolean
+}) {
+  const stageText = stage ? (STAGE_LABELS[stage] ?? stage) : '正在同步行情数据…'
+  return (
+    <div className="mb-3 rounded-card border border-border bg-surface/85 p-3.5">
+      <div className="flex items-start gap-3">
+        <div className="rounded-lg bg-accent/10 p-2 shrink-0">
+          <Database className="h-4 w-4 text-accent" />
+        </div>
+        <div className="min-w-0 flex-1">
+          <div className="text-sm font-medium text-foreground">当前暂无数据</div>
+          <p className="mt-1 text-xs text-secondary leading-relaxed">
+            首次使用需获取行情数据后才能查看看板。系统将从免费数据源拉取近 1 年全 A 股日K(约 5500 只),预计 1-3 分钟,期间可继续浏览其他页面。
+          </p>
+          {isNoKey && (
+            <p className="mt-1 text-[11px] text-warning/80 leading-relaxed">
+              ⓘ 无需 API Key,当前为 None 档即可获取历史日K,可制定策略+回测。配置免费 Key 可解锁实时行情监控能力。
+            </p>
+          )}
+
+          {isFetching ? (
+            <div className="mt-3">
+              <div className="flex items-center justify-between text-[11px] text-muted mb-1.5">
+                <span className="inline-flex items-center gap-1.5">
+                  <Loader2 className="h-3 w-3 animate-spin" />
+                  {isStarting ? '正在启动同步任务…' : stageText}
+                </span>
+                <span className="font-mono tabular">
+                  {typeof fetchPct === 'number' ? `${Math.round(fetchPct)}%` : ''}
+                </span>
+              </div>
+              <div className="h-1.5 rounded-full bg-elevated overflow-hidden">
+                <motion.div
+                  className="h-full bg-accent"
+                  initial={{ width: 0 }}
+                  animate={{ width: `${Math.max(2, Math.min(100, fetchPct ?? 0))}%` }}
+                  transition={{ duration: 0.4, ease: 'easeOut' }}
+                />
+              </div>
+            </div>
+          ) : fetchFailed ? (
+            <div className="mt-3 flex items-center gap-2">
+              <span className="text-xs text-danger">同步失败,请重试</span>
+              <button
+                onClick={onStart}
+                className="inline-flex items-center gap-1.5 px-3 h-8 rounded-btn bg-accent text-white text-xs font-medium hover:bg-accent/90 transition-colors"
+              >
+                <Play className="h-3.5 w-3.5" />重新获取
+              </button>
+            </div>
+          ) : (
+            <div className="mt-3 flex items-center gap-3">
+              <button
+                onClick={onStart}
+                className="inline-flex items-center gap-1.5 px-4 h-8 rounded-btn bg-accent text-white text-xs font-medium hover:bg-accent/90 transition-colors"
+              >
+                <Play className="h-3.5 w-3.5" />立即获取数据
+              </button>
+              <Link
+                to="/data"
+                className="inline-flex items-center gap-0.5 text-xs text-secondary hover:text-accent transition-colors"
+              >
+                前往数据页
+                <ArrowUpRight className="h-3 w-3 self-center" />
+              </Link>
+            </div>
+          )}
+        </div>
+      </div>
+    </div>
+  )
+}
+
+// ===== 首次使用自动弹窗: 询问用户后触发盘后管道 =====
+function WelcomeFetchModal({
+  isNoKey, onClose, onStart,
+}: {
+  isNoKey: boolean
+  onClose: () => void
+  onStart: () => void
+}) {
+  return (
+    <SettingsModal title="欢迎首次使用 · 获取行情数据" onClose={onClose}>
+      <div className="text-center">
+        <motion.div
+          initial={{ scale: 0.85, opacity: 0 }}
+          animate={{ scale: 1, opacity: 1 }}
+          transition={{ duration: 0.4, ease: [0.16, 1, 0.3, 1] }}
+          className="mx-auto w-fit rounded-2xl bg-accent/10 p-3.5"
+        >
+          <Sparkles className="h-7 w-7 text-accent" />
+        </motion.div>
+        <h3 className="mt-4 text-base font-semibold text-foreground">首次使用,需先获取行情数据</h3>
+        <p className="mt-2 text-xs text-secondary leading-relaxed">
+          系统将从免费数据源拉取近 1 年全 A 股日K(约 5500 只),预计 1-3 分钟。
+          同步期间可继续浏览其他页面,完成后看板自动刷新。
+        </p>
+        {isNoKey && (
+          <div className="mt-3 rounded-btn bg-elevated/60 px-3 py-2 text-[11px] text-muted leading-relaxed">
+            ⓘ 当前无需 API Key,None 档即可获取历史日K数据。
+          </div>
+        )}
+        <div className="mt-5 flex items-center justify-center gap-2.5">
+          <button
+            onClick={onClose}
+            className="px-4 h-9 rounded-btn text-sm text-secondary hover:text-foreground hover:bg-elevated transition-colors"
+          >
+            稍后再说
+          </button>
+          <button
+            onClick={onStart}
+            className="inline-flex items-center gap-2 px-5 h-9 rounded-xl bg-accent text-white text-sm font-semibold shadow-lg shadow-accent/20 hover:bg-accent/90 transition-all"
+          >
+            <Play className="h-4 w-4" />开始获取
+          </button>
+        </div>
+      </div>
+    </SettingsModal>
+  )
+}
@@ -1,5 +1,4 @@
-import { useCallback, useEffect, useRef, useState } from 'react'
-import { Link } from 'react-router-dom'
+import { Fragment, useCallback, useEffect, useRef, useState } from 'react'
 import { useQuery, useMutation, useQueryClient } from '@tanstack/react-query'
 import { motion, AnimatePresence } from 'framer-motion'
 import {
@@ -9,11 +8,16 @@ import {
  HardDrive,
  Clock,
  Calendar,
+  CheckSquare,
  Trash2,
  Plus,
+  Wifi,
+  SlidersHorizontal,
  AlertTriangle,
  Info,
 } from 'lucide-react'
+import { Link } from 'react-router-dom'
+import { EndpointTestDialog } from '@/components/EndpointTestDialog'
 import { api, type ExtDataConfig } from '@/lib/api'
 import {
  useCapabilities,
@@ -37,6 +41,8 @@ import { ScheduleEditor } from '@/components/data/ScheduleEditor'
 import { ExtendHistoryPanel } from '@/components/data/ExtendHistoryPanel'
 import { EnrichedRebuildPanel } from '@/components/data/EnrichedRebuildPanel'
 import { MinuteSyncConfig } from '@/components/data/MinuteSyncConfig'
+import { PipelineScopeConfig } from '@/components/data/PipelineScopeConfig'
+import { PageSettingsModal, getCardVisibility, getCardOrder, type CardKey } from '@/components/data/PageSettingsModal'
 import { QuoteConfigCard } from '@/components/data/QuoteConfigCard'
 import { EnrichedSchemaModal } from '@/components/data/SchemaModal'
 import { Skeleton } from '@/components/data/Skeleton'
@@ -116,8 +122,7 @@ export function Data() {
  const [indexExtendValue, setIndexExtendValue] = useState(6)
  const [indexExtendUnit, setIndexExtendUnit] = useState<'month' | 'year'>('month')
  const [schemaTable, setSchemaTable] = useState<string | null>(null)
-  // 测试端点入口已隐藏，后续需要时恢复下方状态与相关 JSX
-  // const [showEndpointTest, setShowEndpointTest] = useState(false)
+  const [showEndpointTest, setShowEndpointTest] = useState(false)
  const [showCreateExt, setShowCreateExt] = useState(false)
  const [editingExt, setEditingExt] = useState<ExtDataConfig | null>(null)
  const [indexBatchInput, setIndexBatchInput] = useState('100')
@@ -186,7 +191,27 @@ export function Data() {
  const hasAdjCap = !!caps.data?.capabilities?.['adj_factor']
  const hasDailyBatchCap = !!caps.data?.capabilities?.['kline.daily.batch']
  const hasMinuteCap = !!caps.data?.capabilities?.['kline.minute.batch']
-  const pipelineSteps = ['日K', ...(hasAdjCap ? ['复权'] : []), '指标', '指数', ...((hasMinuteCap && minuteAuto) ? ['分钟K'] : [])]
+  const indexAuto = prefs.data?.pipeline_pull_index ?? true
+  const etfAuto = prefs.data?.pipeline_pull_etf ?? false
+  const pipelineSteps = [
+    '日K',
+    ...(hasAdjCap ? ['复权'] : []),
+    '指标',
+    ...(indexAuto ? ['指数'] : []),
+    ...(etfAuto ? ['ETF'] : []),
+    ...((hasMinuteCap && minuteAuto) ? ['分钟K'] : []),
+  ]
+
+  // 数据画像卡片显隐(由页面设置弹窗控制,存 localStorage)
+  const [cardVisibleTick, setCardVisibleTick] = useState(0)
+  useEffect(() => {
+    const handler = () => setCardVisibleTick(t => t + 1)
+    window.addEventListener('data-card-visible-change', handler)
+    return () => window.removeEventListener('data-card-visible-change', handler)
+  }, [])
+  const cardVisible = getCardVisibility(caps.data?.capabilities)
+  // 引用 cardVisibleTick 触发重渲染(避免 lint 警告)
+  void cardVisibleTick

  useEffect(() => {
    if (job.data && (job.data.status === 'succeeded' || job.data.status === 'failed')) {
@@ -223,6 +248,14 @@ export function Data() {
    symbols_covered: s.index_daily?.symbols_covered ?? s.index_instruments?.rows ?? 0,
    trading_days: s.index_daily?.trading_days ?? s.index_enriched?.trading_days ?? 0,
  } : null
+  // ETF 统计(后端已按 asset_type='etf' 从 index 存储中拆分)
+  const etfOverviewStats = s ? {
+    rows: 0,
+    earliest_date: s.etf_daily?.earliest_date ?? s.etf_enriched?.earliest_date ?? null,
+    latest_date: s.etf_daily?.latest_date ?? s.etf_enriched?.latest_date ?? null,
+    symbols_covered: s.etf_daily?.symbols_covered ?? s.etf_instruments?.rows ?? 0,
+    trading_days: s.etf_daily?.trading_days ?? s.etf_enriched?.trading_days ?? 0,
+  } : null
  const indexOverviewLabel = s ? '日 · 维表 · 日K · 指标' : undefined
  const indexEarliestDate = s?.index_daily?.earliest_date ?? s?.index_enriched?.earliest_date ?? null
  const indexOffsetDays = indexExtendUnit === 'month' ? indexExtendValue * 30 : indexExtendValue * 365
@@ -284,6 +317,171 @@ export function Data() {
    })
  }, [])

+  // 按卡片 key 渲染对应的 StatCard (顺序由 getCardOrder 控制, 显隐由 cardVisible 控制)
+  const renderStatCard = (k: CardKey): React.ReactNode => {
+    switch (k) {
+      case 'instruments':
+        return (
+          <StatCard
+            title="个股维表"
+            hint="盘前同步 · 元数据快照"
+            stats={s?.instruments}
+            isInstrument
+            loading={isLoading}
+            active={activeCard === 'instruments'}
+            done={doneStages.has('instruments')}
+            skipped={skippedCards.has('instruments')}
+            stagePct={activeCard === 'instruments' ? (job.data?.stage_pct ?? 0) : 0}
+            tierKey="instruments"
+            capLimits={caps.data?.capabilities}
+            tierLabel={caps.data?.label}
+            auto
+            onShowFields={() => setSchemaTable('instruments')}
+          />
+        )
+      case 'daily':
+        return (
+          <StatCard
+            title="日 K"
+            hint="增量同步 · 全市场"
+            stats={s?.daily}
+            loading={isLoading}
+            active={activeCard === 'daily'}
+            done={doneStages.has('daily')}
+            skipped={skippedCards.has('daily')}
+            stagePct={activeCard === 'daily' ? (job.data?.stage_pct ?? 0) : 0}
+            tierKey="daily"
+            capLimits={caps.data?.capabilities}
+            tierLabel={caps.data?.label}
+            auto
+            onShowFields={() => setSchemaTable('daily')}
+            onSettings={hasData ? () => setOpenSettings(v => v === 'daily' ? null : 'daily') : undefined}
+            settingsOpen={openSettings === 'daily'}
+          />
+        )
+      case 'adj_factor':
+        return (
+          <StatCard
+            title="除权因子"
+            hint="增量同步 · 全市场"
+            stats={s?.adj_factor}
+            loading={isLoading}
+            active={activeCard === 'adj_factor'}
+            done={doneStages.has('adj_factor')}
+            skipped={skippedCards.has('adj_factor')}
+            stagePct={activeCard === 'adj_factor' ? (job.data?.stage_pct ?? 0) : 0}
+            tierKey="adj_factor"
+            capLimits={caps.data?.capabilities}
+            tierLabel={caps.data?.label}
+            auto
+            onShowFields={() => setSchemaTable('adj_factor')}
+          />
+        )
+      case 'enriched':
+        return (
+          <StatCard
+            title="Enriched"
+            hint="复权 OHLCV + 技术指标"
+            stats={s?.enriched}
+            loading={isLoading}
+            active={activeCard === 'enriched'}
+            done={doneStages.has('enriched')}
+            skipped={skippedCards.has('enriched')}
+            stagePct={activeCard === 'enriched' ? (job.data?.stage_pct ?? 0) : 0}
+            tierKey="enriched"
+            capLimits={caps.data?.capabilities}
+            tierLabel={caps.data?.label}
+            auto
+            subLabel="字段 · 指标 · 信号"
+            localBadgeSuffix={`${prefs.data?.enriched_batch_size ?? 1000}只/批`}
+            onShowFields={() => setSchemaTable('enriched')}
+            onSettings={hasData ? () => setOpenSettings(v => v === 'enriched' ? null : 'enriched') : undefined}
+            settingsOpen={openSettings === 'enriched'}
+          />
+        )
+      case 'index':
+        return (
+          <StatCard
+            title="指数"
+            hint="CN_Index · 独立存储"
+            stats={indexOverviewStats}
+            loading={isLoading}
+            active={activeCard === 'index_daily'}
+            done={doneStages.has('index_daily')}
+            skipped={skippedCards.has('index_daily')}
+            stagePct={activeCard === 'index_daily' ? (job.data?.stage_pct ?? 0) : 0}
+            tierKey="daily"
+            capLimits={caps.data?.capabilities}
+            tierLabel={caps.data?.label}
+            auto={indexAuto}
+            subLabel={indexOverviewLabel}
+            fieldTabs={[
+              { label: '维表', table: 'index_instruments' },
+              { label: '日K', table: 'index_daily' },
+              { label: '指标', table: 'index_enriched' },
+            ] as FieldTab[]}
+            onShowFields={(t) => setSchemaTable(t ?? 'index_daily')}
+            onSettings={hasData ? () => setOpenSettings(v => v === 'index' ? null : 'index') : undefined}
+            settingsOpen={openSettings === 'index'}
+          />
+        )
+      case 'etf':
+        return (
+          <StatCard
+            title="ETF"
+            hint="场内基金 · 独立存储"
+            stats={etfOverviewStats}
+            loading={isLoading}
+            tierKey="etf"
+            capLimits={caps.data?.capabilities}
+            tierLabel={caps.data?.label}
+            auto={etfAuto}
+            subLabel="维表 · 日K · 指标"
+            fieldTabs={[
+              { label: '维表', table: 'etf_instruments' },
+              { label: '日K', table: 'etf_daily' },
+              { label: '指标', table: 'etf_enriched' },
+            ] as FieldTab[]}
+            onShowFields={(t) => setSchemaTable(t ?? 'etf_daily')}
+          />
+        )
+      case 'minute':
+        return (
+          <StatCard
+            title="分钟 K"
+            hint="全市场同步"
+            stats={s?.minute}
+            loading={isLoading}
+            active={activeCard === 'minute'}
+            done={doneStages.has('minute')}
+            skipped={skippedCards.has('minute')}
+            stagePct={activeCard === 'minute' ? (job.data?.stage_pct ?? 0) : 0}
+            tierKey="minute"
+            capLimits={caps.data?.capabilities}
+            tierLabel={caps.data?.label}
+            auto={minuteAuto}
+            onShowFields={() => setSchemaTable('minute')}
+            onSettings={hasData ? () => setOpenSettings(v => v === 'minute' ? null : 'minute') : undefined}
+            settingsOpen={openSettings === 'minute'}
+          />
+        )
+      case 'financials':
+        return (
+          <StatCard
+            title="财务数据"
+            hint="利润表 / 资负表 / 现金流 / 指标"
+            stats={s?.financials ? { rows: s.financials.rows } : null}
+            loading={isLoading}
+            tierKey="financials"
+            capLimits={caps.data?.capabilities}
+            tierLabel={caps.data?.label}
+          />
+        )
+      default:
+        return null
+    }
+  }
+
  return (
    <>
      <div ref={topRef} />
@@ -292,31 +490,28 @@ export function Data() {
        subtitle="本地数据画像 · 同步状态 · 历史记录"
        right={
          <div className="flex items-center gap-3">
-            {!hasData && !isLoading && !isNoKey && (
+            {!hasData && !isLoading && (
              <span className="text-xs text-accent animate-pulse">首次使用请点击右侧按钮同步数据</span>
            )}
-            {isNoKey ? (
-              <button
-                disabled
-                className="inline-flex items-center gap-1.5 px-3 py-1.5 rounded-btn bg-gradient-to-r from-accent/25 to-accent/10 border border-accent/30 text-accent text-xs font-medium opacity-40 cursor-not-allowed transition-all duration-150"
-              >
+            <button
+              onClick={() => startSync.mutate()}
+              disabled={isStarting}
+              className="inline-flex items-center gap-1.5 px-3 py-1.5 rounded-btn bg-gradient-to-r from-accent/25 to-accent/10 border border-accent/30 text-accent text-xs font-medium hover:from-accent/35 hover:to-accent/20 disabled:opacity-40 transition-all duration-150"
+            >
+              {(isRunning || isStarting) ? (
+                <Loader2 className="h-3.5 w-3.5 animate-spin" />
+              ) : (
                <Play className="h-3.5 w-3.5" />
-                立即同步
-              </button>
-            ) : (
-              <button
-                onClick={() => startSync.mutate()}
-                disabled={isStarting}
-                className="inline-flex items-center gap-1.5 px-3 py-1.5 rounded-btn bg-gradient-to-r from-accent/25 to-accent/10 border border-accent/30 text-accent text-xs font-medium hover:from-accent/35 hover:to-accent/20 disabled:opacity-40 transition-all duration-150"
-              >
-                {(isRunning || isStarting) ? (
-                  <Loader2 className="h-3.5 w-3.5 animate-spin" />
-                ) : (
-                  <Play className="h-3.5 w-3.5" />
-                )}
-                {isStarting ? '启动中…' : isRunning ? '同步中…' : '立即同步'}
-              </button>
-            )}
+              )}
+              {isStarting ? '启动中…' : isRunning ? '同步中…' : '立即同步'}
+            </button>
+            <button
+              onClick={() => setOpenSettings('pipeline-scope')}
+              className="inline-flex items-center gap-1 px-2 py-1 rounded-btn text-secondary hover:text-accent hover:bg-accent/8 text-xs transition-colors duration-150"
+            >
+              <CheckSquare className="h-3.5 w-3.5" />
+              数据范围
+            </button>
            <div className="w-px h-4 bg-border" />
            <div className="flex items-center gap-1.5">
              <button
@@ -326,7 +521,6 @@ export function Data() {
                <Plus className="h-3.5 w-3.5" />
                扩展数据
              </button>
-              {/* 测试端点入口已隐藏
              <button
                onClick={() => setShowEndpointTest(true)}
                className="inline-flex items-center gap-1 px-2 py-1 rounded-btn text-secondary hover:text-accent hover:bg-accent/8 text-xs transition-colors duration-150"
@@ -334,7 +528,13 @@ export function Data() {
                <Wifi className="h-3.5 w-3.5" />
                测试端点
              </button>
-              */}
+              <button
+                onClick={() => setOpenSettings('page-settings')}
+                className="inline-flex items-center gap-1 px-2 py-1 rounded-btn text-secondary hover:text-accent hover:bg-accent/8 text-xs transition-colors duration-150"
+              >
+                <SlidersHorizontal className="h-3.5 w-3.5" />
+                页面设置
+              </button>
              <button
                onClick={() => setShowClearConfirm(true)}
                disabled={isRunning}
@@ -349,13 +549,14 @@ export function Data() {
      />

      <div className="px-8 py-6 space-y-6 max-w-6xl">
-        {/* 未配置 API Key 告警条 —— 引导用户去配置 Key 后才能同步 */}
+        {/* None 档提示 —— 非阻断: 无需 Key 也可获取历史日K, 仅实时行情等扩展能力受限 */}
        {isNoKey && (
-          <div className="flex items-center gap-2 rounded-card border border-warning/40 bg-warning/10 px-3 py-2 text-xs">
-            <AlertTriangle className="h-4 w-4 shrink-0 text-warning" />
+          <div className="flex items-center gap-2 rounded-card border border-border bg-elevated/40 px-3 py-2 text-xs">
+            <Info className="h-4 w-4 shrink-0 text-muted" />
            <span className="text-secondary leading-relaxed">
-              未配置 API Key,无法同步数据,请前往
-              <Link to="/settings?tab=account" className="mx-0.5 font-medium text-warning hover:underline">
+              当前为 None 档,将使用免费数据源获取历史日K(无需注册)。
+              配置 API Key 可解锁实时行情监控等扩展能力,前往
+              <Link to="/settings?tab=account" className="mx-0.5 font-medium text-accent hover:underline">
                配置
              </Link>
              。
@@ -412,7 +613,7 @@ export function Data() {
              <div className="space-y-2">
                <div className="flex items-center gap-1.5 text-[10px] text-muted pb-2 border-b border-border/50">
                  <span className="text-accent/60 font-medium">盘前</span>
-                  <span>标的维表</span>
+                  <span>个股维表</span>
                  <span className="text-border">→</span>
                  <span className="text-accent/60 font-medium">盘后</span>
                  {pipelineSteps.map((step, i) => (
@@ -428,7 +629,7 @@ export function Data() {
                </div>
                <div className="flex items-center justify-between text-[11px]">
                  <div className="flex items-center gap-1">
-                    <span className="text-muted">盘前 · 标的维表</span>
+                    <span className="text-muted">盘前 · 个股维表</span>
                    <span className="text-muted/50">·</span>
                    <span className="font-mono text-secondary">
                      {`${String(instrumentsSched.hour).padStart(2, '0')}:${String(instrumentsSched.minute).padStart(2, '0')}`}
@@ -549,7 +750,7 @@ export function Data() {
                  </div>
                ))
              ) : [
-                { label: '标的维表', files: s?.storage.instruments_files, size: s?.storage.instruments_size_mb },
+                { label: '个股维表', files: s?.storage.instruments_files, size: s?.storage.instruments_size_mb },
                { label: '日 K',     files: s?.storage.daily_files,       size: s?.storage.daily_size_mb },
                { label: '除权因子', files: s?.storage.adj_factor_files,  size: s?.storage.adj_factor_size_mb },
                { label: 'Enriched', files: s?.storage.enriched_files,    size: s?.storage.enriched_size_mb },
@@ -584,122 +785,9 @@ export function Data() {
        <div>
          <SectionTitle icon={Database}>数据画像</SectionTitle>
          <div className="mt-3 grid grid-cols-1 sm:grid-cols-2 lg:grid-cols-3 xl:grid-cols-5 gap-4 items-stretch">
-            <StatCard
-              title="标的维表"
-              hint="盘前同步 · 元数据快照"
-              stats={s?.instruments}
-              isInstrument
-              loading={isLoading}
-              active={activeCard === 'instruments'}
-              done={doneStages.has('instruments')}
-              skipped={skippedCards.has('instruments')}
-              stagePct={activeCard === 'instruments' ? (job.data?.stage_pct ?? 0) : 0}
-              tierKey="instruments"
-              capLimits={caps.data?.capabilities}
-              tierLabel={caps.data?.label}
-              auto
-              onShowFields={() => setSchemaTable('instruments')}
-            />
-            <StatCard
-              title="日 K"
-              hint="增量同步 · 全市场"
-              stats={s?.daily}
-              loading={isLoading}
-              active={activeCard === 'daily'}
-              done={doneStages.has('daily')}
-              skipped={skippedCards.has('daily')}
-              stagePct={activeCard === 'daily' ? (job.data?.stage_pct ?? 0) : 0}
-              tierKey="daily"
-              capLimits={caps.data?.capabilities}
-              tierLabel={caps.data?.label}
-              auto
-              onShowFields={() => setSchemaTable('daily')}
-               onSettings={hasData ? () => setOpenSettings(v => v === 'daily' ? null : 'daily') : undefined}
-              settingsOpen={openSettings === 'daily'}
-            />
-            <StatCard
-              title="除权因子"
-              hint="增量同步 · 全市场"
-              stats={s?.adj_factor}
-              loading={isLoading}
-              active={activeCard === 'adj_factor'}
-              done={doneStages.has('adj_factor')}
-              skipped={skippedCards.has('adj_factor')}
-              stagePct={activeCard === 'adj_factor' ? (job.data?.stage_pct ?? 0) : 0}
-              tierKey="adj_factor"
-              capLimits={caps.data?.capabilities}
-              tierLabel={caps.data?.label}
-              auto
-              onShowFields={() => setSchemaTable('adj_factor')}
-            />
-            <StatCard
-              title="Enriched"
-              hint="复权 OHLCV + 技术指标"
-              stats={s?.enriched}
-              loading={isLoading}
-              active={activeCard === 'enriched'}
-              done={doneStages.has('enriched')}
-              skipped={skippedCards.has('enriched')}
-              stagePct={activeCard === 'enriched' ? (job.data?.stage_pct ?? 0) : 0}
-              tierKey="enriched"
-              capLimits={caps.data?.capabilities}
-              tierLabel={caps.data?.label}
-              auto
-  subLabel="字段 · 指标 · 信号"
-  localBadgeSuffix={`${prefs.data?.enriched_batch_size ?? 1000}只/批`}
-  onShowFields={() => setSchemaTable('enriched')}
-               onSettings={hasData ? () => setOpenSettings(v => v === 'enriched' ? null : 'enriched') : undefined}
-              settingsOpen={openSettings === 'enriched'}
-            />
-            <StatCard
-              title="指数数据"
-              hint="CN_Index · 独立存储"
-              stats={indexOverviewStats}
-              loading={isLoading}
-              active={activeCard === 'index_daily'}
-              done={doneStages.has('index_daily')}
-              skipped={skippedCards.has('index_daily')}
-              stagePct={activeCard === 'index_daily' ? (job.data?.stage_pct ?? 0) : 0}
-              tierKey="daily"
-              capLimits={caps.data?.capabilities}
-              tierLabel={caps.data?.label}
-              auto
-              subLabel={indexOverviewLabel}
-              fieldTabs={[
-                { label: '维表', table: 'index_instruments' },
-                { label: '日K', table: 'index_daily' },
-                { label: '指标', table: 'index_enriched' },
-              ] as FieldTab[]}
-              onShowFields={(t) => setSchemaTable(t ?? 'index_daily')}
-              onSettings={hasData ? () => setOpenSettings(v => v === 'index' ? null : 'index') : undefined}
-              settingsOpen={openSettings === 'index'}
-            />
-            <StatCard
-              title="分钟 K"
-              hint="全市场同步"
-              stats={s?.minute}
-              loading={isLoading}
-              active={activeCard === 'minute'}
-              done={doneStages.has('minute')}
-              skipped={skippedCards.has('minute')}
-              stagePct={activeCard === 'minute' ? (job.data?.stage_pct ?? 0) : 0}
-              tierKey="minute"
-              capLimits={caps.data?.capabilities}
-              tierLabel={caps.data?.label}
-              auto={minuteAuto}
-              onShowFields={() => setSchemaTable('minute')}
-               onSettings={hasData ? () => setOpenSettings(v => v === 'minute' ? null : 'minute') : undefined}
-              settingsOpen={openSettings === 'minute'}
-            />
-            <StatCard
-              title="财务数据"
-              hint="利润表 / 资负表 / 现金流 / 指标"
-              stats={s?.financials ? { rows: s.financials.rows } : null}
-              loading={isLoading}
-              tierKey="financials"
-              capLimits={caps.data?.capabilities}
-              tierLabel={caps.data?.label}
-            />
+            {getCardOrder().filter(k => cardVisible[k]).map((k: CardKey) => (
+              <Fragment key={k}>{renderStatCard(k)}</Fragment>
+            ))}
            {(extConfigs.data?.items ?? []).map((ext) => (
              <ExtDataStatCard
                key={ext.id}
@@ -758,7 +846,6 @@ export function Data() {
        onClose={() => setSchemaTable(null)}
      />

-      {/* 测试端点弹窗已隐藏
      {showEndpointTest && (
        <EndpointTestDialog
          hasKey={settings.data?.mode === 'api_key'}
@@ -767,7 +854,6 @@ export function Data() {
          onClose={() => setShowEndpointTest(false)}
        />
      )}
-      */}

      <AnimatePresence>
        {showCreateExt && (
@@ -799,9 +885,25 @@ export function Data() {
        )}
      </AnimatePresence>

+      <AnimatePresence>
+        {openSettings === 'pipeline-scope' && (
+          <SettingsModal title="盘后管道 · 拉取内容" onClose={() => setOpenSettings(null)}>
+            <PipelineScopeConfig />
+          </SettingsModal>
+        )}
+      </AnimatePresence>
+
+      <AnimatePresence>
+        {openSettings === 'page-settings' && (
+          <SettingsModal title="页面设置 · 数据画像卡片" onClose={() => setOpenSettings(null)}>
+            <PageSettingsModal caps={caps.data?.capabilities} />
+          </SettingsModal>
+        )}
+      </AnimatePresence>
+
      <AnimatePresence>
        {openSettings === 'index' && (
-          <SettingsModal title="指数数据 · 手动获取" onClose={() => setOpenSettings(null)}>
+          <SettingsModal title="指数 · 手动获取" onClose={() => setOpenSettings(null)}>
            <div className="space-y-4">
              <div className="rounded-card border border-border bg-base/30 p-4 space-y-3">
                <div>
@@ -939,9 +1041,9 @@ export function Data() {
                    此操作将<span className="text-danger font-medium">永久删除</span>所有已同步的本地数据，包括：
                  </p>
                  <ul className="mt-2 text-[11px] text-muted leading-relaxed space-y-0.5">
-                    <li>· 标的维表、日 K、除权因子</li>
+                    <li>· 个股维表、日 K、除权因子</li>
                    <li>· Enriched 指标数据、分钟 K</li>
-                    <li>· 财务数据、指数数据</li>
+                    <li>· 财务数据、指数、ETF</li>
                  </ul>
                  <p className="mt-2 text-[11px] text-danger/90">
                    操作不可恢复，需重新执行同步才能恢复数据。
@@ -1,6 +1,6 @@
 import { useState } from 'react'
 import { useMutation, useQueryClient } from '@tanstack/react-query'
-import { Loader2, Search, AlertTriangle, CheckCircle2, XCircle, FlaskConical, Activity } from 'lucide-react'
+import { Loader2, Search, AlertTriangle, CheckCircle2, XCircle, FlaskConical, Activity, Bell } from 'lucide-react'
 import { PageHeader } from '@/components/PageHeader'
 import { api } from '@/lib/api'
 import { cn } from '@/lib/cn'
@@ -66,7 +66,7 @@ function MinuteProbePanel() {
        <h2 className="text-sm font-semibold text-foreground">分钟K数据探测</h2>
        <p className="mt-1 text-xs text-muted">
          逐日调用 <code className="px-1 rounded bg-elevated text-secondary">/api/kline/minute</code> 接口，
-          检测每只股票最近若干天的分钟K数据是否齐全。本地无数据时会自动走数据源实时拉取。
+          检测每只股票最近若干天的分钟K数据是否齐全。本地无数据时会自动走 TickFlow 实时拉取。
        </p>
      </div>

@@ -172,7 +172,7 @@ function MinuteProbePanel() {
            缺失日期若为<span className="text-foreground">周末/节假日</span>属正常；
            若为<span className="text-foreground">停牌日</span>（成交量为 0）也属正常；
            若为<span className="text-foreground">正常交易日</span>（日K有成交量）却缺失分钟K，
-            则是数据源未提供该日分钟数据。
+            则是 TickFlow 数据源未提供该日分钟数据。
          </p>
        </div>
      )}
@@ -315,15 +315,143 @@ function SeedPanel() {
  )
 }

+// ── 封单监控模拟触发 ──────────────────────────────────
+function LadderTestPanel() {
+  const [result, setResult] = useState<Awaited<ReturnType<typeof api.monitorRuleTestLadder>> | null>(null)
+  const [error, setError] = useState('')
+  const [pushMsg, setPushMsg] = useState('')
+
+  const testMut = useMutation({
+    mutationFn: () => api.monitorRuleTestLadder(),
+    onSuccess: (data) => { setResult(data); setError('') },
+    onError: (e: any) => { setError(e?.message ?? String(e)); setResult(null) },
+  })
+
+  const triggerMut = useMutation({
+    mutationFn: () => api.monitorRuleTriggerLadder(),
+    onSuccess: (data) => {
+      setPushMsg(`✅ 已真实触发 ${data.triggered} 条预警 (落盘 + 飞书 + SSE)`)
+      setTimeout(() => setPushMsg(''), 6000)
+    },
+    onError: (e: any) => {
+      setPushMsg(`❌ 触发失败: ${e?.message ?? String(e)}`)
+      setTimeout(() => setPushMsg(''), 6000)
+    },
+  })
+
+  const fmtVal = (v: number | null | undefined, metric: string) => {
+    if (v == null) return '—'
+    if (metric === 'sealed_amount') return `${(v / 1e8).toFixed(4)} 亿`
+    return `${v.toLocaleString()} 手`
+  }
+
+  return (
+    <div className="space-y-4">
+      <div>
+        <h2 className="text-sm font-semibold text-foreground">封单监控模拟触发</h2>
+        <p className="mt-1 text-xs text-muted">
+          用当前 depth 封单数据 + 最新日 enriched, 评估所有 ladder 规则。
+        </p>
+      </div>
+
+      <div className="flex flex-wrap items-center gap-3 rounded-btn bg-elevated p-4">
+        <button
+          onClick={() => testMut.mutate()}
+          disabled={testMut.isPending}
+          className="flex items-center gap-1.5 rounded-btn bg-accent px-4 py-1.5 text-sm font-medium text-base hover:bg-accent/90 disabled:opacity-50 cursor-pointer"
+        >
+          {testMut.isPending ? <Loader2 className="h-4 w-4 animate-spin" /> : <Bell className="h-4 w-4" />}
+          模拟触发
+        </button>
+        <button
+          onClick={() => {
+            if (confirm('将真实推送飞书 + 写入监控中心 + 触发 SSE 通知。确认?')) {
+              triggerMut.mutate()
+            }
+          }}
+          disabled={triggerMut.isPending}
+          className="flex items-center gap-1.5 rounded-btn border border-amber-400/40 bg-amber-400/10 px-4 py-1.5 text-sm font-medium text-amber-400 hover:bg-amber-400/20 disabled:opacity-50 cursor-pointer"
+        >
+          {triggerMut.isPending ? <Loader2 className="h-4 w-4 animate-spin" /> : <Bell className="h-4 w-4" />}
+          真实触发预警
+        </button>
+        {result && (
+          <span className="text-xs text-muted">
+            日期 {result.as_of} · 封单股 {result.sealed_count} · 触发 {result.triggered.length} · 未触发 {result.not_triggered.length}
+          </span>
+        )}
+      </div>
+
+      <div className="rounded-btn border border-amber-400/30 bg-amber-400/5 p-3 text-xs text-muted">
+        <span className="font-medium text-amber-400">模拟触发</span>:纯条件判断,不落盘不推送。
+        <span className="font-medium text-amber-400 ml-2">真实触发</span>:走完整链路(落盘 alerts.jsonl + 推送飞书 + SSE 通知),会在监控中心和飞书看到预警。
+      </div>
+
+      {pushMsg && (
+        <div className="rounded-btn border border-accent/40 bg-accent/10 p-3 text-sm text-accent">{pushMsg}</div>
+      )}
+
+      {error && (
+        <div className="flex items-center gap-2 rounded-btn border border-danger/40 bg-danger/10 p-3 text-sm text-danger">
+          <AlertTriangle className="h-4 w-4 shrink-0" />
+          <span>{error}</span>
+        </div>
+      )}
+
+      {result && result.triggered.length > 0 && (
+        <div className="space-y-2">
+          <h3 className="text-sm font-medium text-emerald-400">✅ 会触发 ({result.triggered.length})</h3>
+          {result.triggered.map((ev) => (
+            <div key={ev.rule_id} className="rounded-btn border border-emerald-400/30 bg-emerald-400/5 p-3 text-sm">
+              <div className="flex items-center gap-2 mb-1">
+                <span className="font-medium text-foreground">{ev.symbol}</span>
+                {ev.name && <span className="text-secondary">{ev.name}</span>}
+                <span className="ml-auto rounded bg-emerald-400/15 px-1.5 py-0.5 text-xs text-emerald-400">{ev.type}</span>
+              </div>
+              <div className="text-xs text-secondary">{ev.message}</div>
+              <div className="mt-1 text-xs text-muted tabular-nums">
+                当前封单: {fmtVal(ev.sealed_metric === 'sealed_amount' ? ev.current_sealed_amount : ev.current_sealed_vol, ev.sealed_metric)}
+              </div>
+            </div>
+          ))}
+        </div>
+      )}
+
+      {result && result.not_triggered.length > 0 && (
+        <div className="space-y-2">
+          <h3 className="text-sm font-medium text-muted">⚪ 未触发 ({result.not_triggered.length})</h3>
+          {result.not_triggered.map((r) => (
+            <div key={r.rule_id} className="rounded-btn border border-border bg-surface/40 p-3 text-sm">
+              <div className="flex items-center gap-2 mb-1">
+                <span className="font-medium text-foreground">{r.symbol}</span>
+                <span className="text-secondary text-xs">{r.rule_name}</span>
+              </div>
+              <div className="text-xs text-muted tabular-nums">
+                阈值 {fmtVal(r.threshold, r.metric)} · 当前 {fmtVal(r.current_value, r.metric)} · {r.reason}
+              </div>
+            </div>
+          ))}
+        </div>
+      )}
+
+      {result && result.triggered.length === 0 && result.not_triggered.length === 0 && (
+        <div className="rounded-btn border border-border bg-surface/40 p-4 text-center text-sm text-muted">
+          无 ladder 监控规则,请先在连板梯队页设置封单监控
+        </div>
+      )}
+    </div>
+  )
+}
+
 // ── Dev 主页面 ────────────────────────────────────────
 export function Dev() {
-  const [tab, setTab] = useState<'minute' | 'seed'>('seed')
+  const [tab, setTab] = useState<'minute' | 'seed' | 'ladder'>('seed')

  return (
    <div className="flex flex-col h-full">
      <PageHeader
-        title="开发者工具"
-        subtitle="调试与测试 · 不暴露在菜单"
+        title="系统工具"
+        subtitle="数据诊断与预警调试"
        right={
          <div className="flex items-center gap-1 rounded-btn bg-elevated p-0.5">
            <button
@@ -335,6 +463,15 @@ export function Dev() {
            >
              <FlaskConical className="h-3.5 w-3.5" />演示数据
            </button>
+            <button
+              onClick={() => setTab('ladder')}
+              className={cn(
+                'inline-flex items-center gap-1.5 rounded px-2.5 py-1 text-xs font-medium transition-colors cursor-pointer',
+                tab === 'ladder' ? 'bg-surface text-foreground shadow-sm' : 'text-muted hover:text-secondary',
+              )}
+            >
+              <Bell className="h-3.5 w-3.5" />封单监控
+            </button>
            <button
              onClick={() => setTab('minute')}
              className={cn(
@@ -349,7 +486,7 @@ export function Dev() {
      />
      <div className="flex-1 overflow-auto px-5 py-4">
        <div className="mx-auto max-w-3xl space-y-4">
-          {tab === 'minute' ? <MinuteProbePanel /> : <SeedPanel />}
+          {tab === 'minute' ? <MinuteProbePanel /> : tab === 'ladder' ? <LadderTestPanel /> : <SeedPanel />}
        </div>
      </div>
    </div>
@@ -1,12 +1,16 @@
-import { useState, useRef } from 'react'
-import { RefreshCw, Lock, Loader2, X, Search, FileText, Database, Clock, CheckCircle2, Hourglass } from 'lucide-react'
+import { useState, useEffect } from 'react'
+import { RefreshCw, Lock, Loader2, X, Search, FileText, Database, Clock, CheckCircle2, Hourglass, Lightbulb, ExternalLink } from 'lucide-react'
 import { PageHeader } from '@/components/PageHeader'
 import { EmptyState } from '@/components/EmptyState'
 import { useCapabilities } from '@/lib/useSharedQueries'
 import { useFinancialStatus, useFinancialSync } from '@/lib/useFinancials'
 import { StockFinancialSearch } from '@/components/financials/StockFinancialSearch'
 import { StockFinancialDetail } from '@/components/financials/StockFinancialDetail'
+import { ReportHistoryPanel } from '@/components/financials/ReportHistoryPanel'
+import { LastStockChip } from '@/components/LastStockChip'
+import { useLastStock } from '@/lib/useLastStock'
 import { fmtBigNum } from '@/lib/format'
+import { toast } from '@/components/Toast'

 const TABLE_LABELS: Record<string, string> = {
  metrics: '核心指标',
@@ -27,20 +31,36 @@ export function Financials() {
  const hasFinancial = caps?.capabilities?.['financial'] != null
  const { data: status, isLoading } = useFinancialStatus()
  const syncMut = useFinancialSync()
-  // 同步状态: 服务端 syncing 真值优先, 兜底本地 mutation pending
+  // 同步进行中 = 服务端真值(status.syncing)或本地乐观态(请求已发出待确认)。
+  // 乐观窗口:点击后到 invalidate 触发的 refetch 返回之间,status.syncing 暂为 false,
+  // 用 syncMut.isPending 覆盖,让按钮立即置灰、避免重复点击。
+  // 后端 trigger() 返回时 syncing 已为 true,refetch 到达后 status.syncing 接管。
  const syncing = (status?.syncing ?? false) || syncMut.isPending
  // 本次同步开始时间戳(ms): 用于判断每张表的 last_sync 是否属于本次同步
  // (后端每张表完成即更新 last_sync, 前端轮询时对比时间戳得到精确进度)
-  const syncStartedAtRef = useRef<number | null>(null)
+  const [syncStartedAt, setSyncStartedAt] = useState<number | null>(null)
  // 单表同步时记录表名 (null = 全量同步), 用于区分卡片状态
-  const syncSingleTableRef = useRef<string | null>(null)
+  const [syncSingleTable, setSyncSingleTable] = useState<string | null>(null)
+  // 同步自然结束(服务端 syncing 由 true→false):清空本次同步记录。
+  // 这是可靠的收尾时机 —— 不依赖 mutation 的 onSettled(它现在瞬间触发,会误清)。
+  useEffect(() => {
+    if (!syncing && syncStartedAt !== null) {
+      setSyncStartedAt(null)
+      setSyncSingleTable(null)
+    }
+  }, [syncing, syncStartedAt])
  // 选中的个股(模糊搜索结果);null 时显示搜索引导
  const [selected, setSelected] = useState<{ symbol: string; name: string } | null>(null)
+  const { last: lastStock, remember: rememberStock } = useLastStock('financials')
+  const pick = (symbol: string, name: string) => {
+    setSelected({ symbol, name })
+    rememberStock(symbol, name)
+  }

  if (!hasFinancial) {
    return (
      <>
-        <PageHeader title="财务" subtitle="利润表 / 资负表 / 现金流 / 关键指标 · Expert" />
+        <PageHeader title="财务分析" subtitle="利润表 / 资负表 / 现金流 / 关键指标 / AI分析 · Expert" />
        <div className="px-8 py-10">
          <div className="mx-auto max-w-md rounded-card border border-warning/30 bg-warning/[0.04] p-8 text-center">
            <div className="mx-auto flex h-12 w-12 items-center justify-center rounded-full bg-warning/10">
@@ -50,6 +70,25 @@ export function Financials() {
            <p className="mt-2 text-xs leading-relaxed text-secondary">
              财务数据接口仅 Expert 套餐可用。升级后此页自动显示财务数据面板。
            </p>
+            {/* 当前财务数据源(TickFlow)需付费,后续将接入免费数据源;期间欢迎在 issues 推荐免费源 */}
+            <div className="mt-5 rounded-btn border border-accent/25 bg-accent/[0.05] px-3.5 py-3 text-left">
+              <div className="flex items-center gap-1.5 text-xs font-medium text-accent">
+                <Lightbulb className="h-3.5 w-3.5 shrink-0" />
+                关于数据源
+              </div>
+              <p className="mt-1.5 text-[11px] leading-relaxed text-secondary">
+                当前财务数据源需付费,后续会接入免费数据源。如你常用某个免费财务数据源,欢迎在 Issues 中多多推荐哈 ~
+              </p>
+              <a
+                href="https://github.com/shy3130/tickflow-stock-panel/issues"
+                target="_blank"
+                rel="noreferrer"
+                className="mt-2 inline-flex items-center gap-1 text-[11px] font-medium text-accent hover:underline"
+              >
+                前往 Issues 推荐
+                <ExternalLink className="h-3 w-3" />
+              </a>
+            </div>
          </div>
        </div>
      </>
@@ -57,15 +96,32 @@ export function Financials() {
  }

  const handleSync = (table: string) => {
-    // 防重复点击:syncing 中不再触发(后端 run_now 也有 is_syncing 兜底)
+    // 防重复点击:syncing 中不再触发(后端 trigger 也有 _is_syncing 兜底)
    if (syncing) return
    // 记录开始时间: 全量同步判断所有 4 张表, 单表同步只判断这一张
-    syncStartedAtRef.current = Date.now()
-    syncSingleTableRef.current = table === 'all' ? null : table
+    setSyncStartedAt(Date.now())
+    setSyncSingleTable(table === 'all' ? null : table)
    syncMut.mutate(table, {
-      onSettled: () => {
-        syncStartedAtRef.current = null
-        syncSingleTableRef.current = null
+      onSuccess: (r) => {
+        // 后端 trigger 立即返回 started 状态;若被防并发跳过(已有同步在进行),
+        // 给用户明确反馈,并清空本次误设的记录。
+        if (!r.synced?.started) {
+          if (r.synced?.reason === 'already running') {
+            toast('财务数据正在同步中,请稍候', 'success')
+          } else if (r.synced?.reason === 'no FINANCIAL capability') {
+            // 能力未就绪:通常发生在升级/刷新 Key 后调度器状态未同步 —— 提示用户检查 Key
+            toast('财务数据能力未就绪,请检查 API Key 或刷新页面后重试', 'error')
+          } else {
+            toast(`同步未能开始${r.synced?.reason ? `:${r.synced.reason}` : ''}`, 'error')
+          }
+          setSyncStartedAt(null)
+          setSyncSingleTable(null)
+        }
+      },
+      onError: () => {
+        // 请求失败:清空本次记录(request 已弹错误 toast)
+        setSyncStartedAt(null)
+        setSyncSingleTable(null)
      },
    })
  }
@@ -74,8 +130,6 @@ export function Financials() {
  const available = status?.available ?? false
  const lastSync = status?.last_sync ?? {}
  // 本次同步进度: 仅当 syncStartedAt 存在且 syncing 时, 按 last_sync 时间戳判断
-  const syncStartedAt = syncStartedAtRef.current
-  const syncSingleTable = syncSingleTableRef.current
  const isFullSync = syncing && syncStartedAt && !syncSingleTable  // 全量同步
  const isSingleSync = syncing && syncStartedAt && !!syncSingleTable  // 单表同步
  const TABLE_ORDER = ['metrics', 'income', 'balance_sheet', 'cash_flow'] as const
@@ -102,10 +156,11 @@ export function Financials() {
  return (
    <>
      <PageHeader
-        title="财务"
-        subtitle="利润表 / 资负表 / 现金流 / 关键指标 · Expert"
+        title="财务分析"
+        subtitle="利润表 / 资负表 / 现金流 / 关键指标 / AI分析 · Expert"
        right={
          <div className="flex items-center gap-2">
+            <LastStockChip stock={lastStock} onSelect={pick} />
            {syncing && (
              <span className="text-xs text-accent/80 flex items-center gap-1.5">
                <Loader2 className="w-3 h-3 animate-spin" />
@@ -135,7 +190,7 @@ export function Financials() {
        {syncing && (
          <div className="flex items-center gap-2 rounded-card border border-accent/30 bg-accent/[0.06] px-3 py-2 text-xs text-accent">
            <Loader2 className="h-3.5 w-3.5 animate-spin shrink-0" />
-            正在拉取财务数据，请稍候…
+            正在从 TickFlow 拉取财务数据，请稍候…
          </div>
        )}

@@ -217,7 +272,7 @@ export function Financials() {
          <div className="rounded-card border border-dashed border-border bg-surface px-6 py-14 text-center">
            <Database className="mx-auto h-8 w-8 text-muted" />
            <div className="mt-3 text-sm text-secondary">暂无财务数据</div>
-            <div className="mt-1 text-xs text-muted">点击右上角"全部同步"从数据源拉取</div>
+            <div className="mt-1 text-xs text-muted">点击右上角"全部同步"从 TickFlow 拉取</div>
          </div>
        ) : (
          <>
@@ -227,7 +282,7 @@ export function Financials() {
                // 已选股:紧凑搜索条 + 清除按钮(便于换股)
                <div className="flex items-center gap-3">
                  <div className="flex-1 max-w-xl">
-                    <StockFinancialSearch onSelect={(symbol, name) => setSelected({ symbol, name })} />
+                    <StockFinancialSearch onSelect={pick} />
                  </div>
                  <button
                    onClick={() => setSelected(null)}
@@ -246,7 +301,7 @@ export function Financials() {
                    <span>搜索个股查看详细财务数据</span>
                  </div>
                  <div className="w-full max-w-xl">
-                    <StockFinancialSearch onSelect={(symbol, name) => setSelected({ symbol, name })} />
+                    <StockFinancialSearch onSelect={pick} />
                  </div>
                  <div className="text-[11px] text-muted">支持股票代码或名称模糊匹配，如 600000 / 浦发</div>
                </div>
@@ -265,6 +320,9 @@ export function Financials() {
                />
              )}
            </div>
+
+            {/* AI 历史分析报告 */}
+            {available && <ReportHistoryPanel />}
          </>
        )}
      </div>
@@ -1,10 +1,9 @@
 import { useMemo, useState, type ReactNode } from 'react'
-import { useQuery } from '@tanstack/react-query'
+import { useQuery, useMutation, useQueryClient } from '@tanstack/react-query'
 import { AnimatePresence } from 'framer-motion'
 import {
  Activity,
  Crown,
-  Database,
  Layers3,
  RefreshCw,
  Search,
@@ -14,7 +13,7 @@ import {
 } from 'lucide-react'
 import { PageHeader } from '@/components/PageHeader'
 import { EmptyState } from '@/components/EmptyState'
-import { AnalysisConfigDialog, DimensionHeatmap, type AnalysisFieldConfig } from '@/components/analysis-shared'
+import { AnalysisConfigDialog, DimensionHeatmap, PresetFetchState, type AnalysisFieldConfig } from '@/components/analysis-shared'
 import { StockPreviewDialog } from '@/components/StockPreviewDialog'
 import { api, type MarketSnapshotRow } from '@/lib/api'
 import { QK } from '@/lib/queryKeys'
@@ -278,7 +277,11 @@ export function IndustryAnalysis() {

  const configsQuery = useQuery({ queryKey: QK.extData, queryFn: api.extDataList })
  const availableConfigs = configsQuery.data?.items ?? []
-  const activeConfigId = fieldConfig.configId || pickBestConfig(availableConfigs)
+  // 用户配置的 configId 可能已失效 (扩展数据被删除), 此时回退到自动选择,
+  // 避免用失效 ID 请求接口报错; 用户仍可点配置按钮重新选择。
+  const preferredConfigId = fieldConfig.configId || pickBestConfig(availableConfigs)
+  const preferredConfig = availableConfigs.find(c => c.id === preferredConfigId)
+  const activeConfigId = preferredConfig ? preferredConfigId : pickBestConfig(availableConfigs)
  const activeConfig = availableConfigs.find(c => c.id === activeConfigId)

  const rowsQuery = useQuery({
@@ -287,6 +290,21 @@ export function IndustryAnalysis() {
    enabled: !!activeConfigId,
  })

+  // 内置行业预设 (ext_hy_ths) 手动获取数据
+  const PRESET_INDUSTRY_ID = 'ext_hy_ths'
+  const queryClient = useQueryClient()
+  const fetchMutation = useMutation({
+    mutationFn: () => api.extDataPresetFetch(PRESET_INDUSTRY_ID),
+    onSuccess: () => {
+      queryClient.invalidateQueries({ queryKey: QK.extData })
+      queryClient.invalidateQueries({ queryKey: QK.extDataRows(PRESET_INDUSTRY_ID, undefined, PAGE_LIMIT) })
+    },
+  })
+  // 是否处于「内置行业预设存在但无数据」状态 → 显示获取按钮
+  const needsIndustryFetch =
+    !!activeConfig && activeConfig.id === PRESET_INDUSTRY_ID &&
+    !rowsQuery.isLoading && (rowsQuery.data?.total ?? 0) === 0
+
  const marketQuery = useQuery({
    queryKey: QK.marketSnapshot,
    queryFn: api.marketSnapshot,
@@ -357,11 +375,30 @@ export function IndustryAnalysis() {
  }

  if (!activeConfig) {
+    // 极端情况: 无任何行业配置。仍提供一键获取内置行业数据入口
    return (
-      <div className="flex h-full flex-col">
-        <PageHeader title="行业分析" />
-        <EmptyState icon={Database} title="暂无行业数据" hint={'请先在"数据"页面创建包含行业/板块字段的扩展数据源'} />
-      </div>
+      <>
+        <div className="flex h-full flex-col">
+          <PageHeader
+            title="行业分析"
+            right={
+              <button onClick={() => setShowConfig(true)} className="p-1.5 text-muted hover:bg-surface hover:text-accent" title="配置数据源">
+                <Settings2 className="h-4 w-4" />
+              </button>
+            }
+          />
+          <PresetFetchState
+            title="暂无行业数据"
+            hint="从同花顺获取行业分类数据后即可使用行业分析"
+            isLoading={fetchMutation.isPending}
+            error={fetchMutation.error}
+            onFetch={() => fetchMutation.mutate()}
+          />
+        </div>
+        <AnimatePresence>
+          {showConfig && <AnalysisConfigDialog currentConfig={fieldConfig} onSave={handleSaveConfig} onClose={() => setShowConfig(false)} showHierarchyLevel />}
+        </AnimatePresence>
+      </>
    )
  }

@@ -427,6 +464,14 @@ export function IndustryAnalysis() {
            </div>
          ) : rowsQuery.isLoading ? (
            <div className="rounded-2xl border border-border bg-surface px-6 py-16 text-center text-sm text-muted">正在计算行业强度...</div>
+          ) : needsIndustryFetch ? (
+            <PresetFetchState
+              title="未获取行业数据"
+              hint="内置行业数据源已就绪,点击下方按钮从同花顺获取行业分类数据"
+              isLoading={fetchMutation.isPending}
+              error={fetchMutation.error}
+              onFetch={() => fetchMutation.mutate()}
+            />
          ) : (
            <EmptyState icon={Layers3} title="未匹配到行业数据" hint={resolved.hint || '请检查扩展数据是否包含行业/板块相关字段'} />
          )}
@@ -1,16 +1,16 @@
 import { useState, useCallback, useMemo } from 'react'
 import { useQuery } from '@tanstack/react-query'
 import { motion, AnimatePresence } from 'framer-motion'
-import { RefreshCw, ChevronDown, Flame, Settings2, X } from 'lucide-react'
+import { RefreshCw, ChevronDown, Flame, Settings2, X, Bell, BellOff, AlertCircle } from 'lucide-react'
 import { DatePicker } from '@/components/DatePicker'
-import { api, type LimitLadderTier, type LimitLadderStock } from '@/lib/api'
+import { api, type LimitLadderTier, type LimitLadderStock, type MonitorRule } from '@/lib/api'
 import { StockPreviewDialog } from '@/components/StockPreviewDialog'
 import { QK } from '@/lib/queryKeys'
 import { storage } from '@/lib/storage'
 import { fmtPct, priceColorClass } from '@/lib/format'
 import { PageHeader } from '@/components/PageHeader'
 import { EmptyState } from '@/components/EmptyState'
-import { useCapabilities } from '@/lib/useSharedQueries'
+import { useCapabilities, usePreferences } from '@/lib/useSharedQueries'
 import { SealedBadge } from '@/components/SealedBadge'
 import type { ExtColumnDisplayConfig } from '@/lib/watchlist-columns'

@@ -137,54 +137,63 @@ function fmtSealAmount(v: number): string {
 // ===== 板块标识 =====

 function boardTag(symbol: string): { label: string; cls: string } | null {
-  if (/^(300|301)/.test(symbol)) return { label: '创', cls: 'text-orange-600 dark:text-orange-400 bg-orange-100 dark:bg-orange-400/12 border-orange-200 dark:border-orange-400/25' }
-  if (/^688/.test(symbol))       return { label: '科', cls: 'text-cyan-600 dark:text-cyan-400 bg-cyan-100 dark:bg-cyan-400/12 border-cyan-200 dark:border-cyan-400/25' }
-  if (/\.BJ$/.test(symbol))      return { label: '北', cls: 'text-purple-600 dark:text-purple-400 bg-purple-100 dark:bg-purple-400/12 border-purple-200 dark:border-purple-400/25' }
+  if (/^(300|301)/.test(symbol)) return { label: '创', cls: 'text-[#f97316] bg-[#f97316]/12 border-[#f97316]/25' }
+  if (/^688/.test(symbol))       return { label: '科', cls: 'text-cyan-400 bg-cyan-400/12 border-cyan-400/25' }
+  if (/\.BJ$/.test(symbol))      return { label: '北', cls: 'text-purple-400 bg-purple-400/12 border-purple-400/25' }
  return null
 }

 // ===== 状态标识 + 卡片样式 =====

-const STATUS_STYLE: Record<string, {
-  cardCls: string
-  nameCls: string
-  codeCls: string
-  badge: string
-  badgeText: string | ((d: Direction) => string)
-}> = {
+const STATUS_STYLE: Record<string, { bg: string; bar: string; nameCls: string; codeCls: string; badge: string; badgeText: string | ((d: Direction) => string); cardStyle?: React.CSSProperties; hoverShadow?: string }> = {
  limit_up: {
-    cardCls: 'bg-gradient-to-br from-red-50/90 via-red-50/50 to-transparent dark:from-red-950/40 dark:via-red-900/25 dark:to-transparent border-l-2 border-bull/40 dark:border-bull/50 hover:border-bull/60 dark:hover:border-bull/70 hover:bg-red-100/70 dark:hover:bg-red-950/30',
-    nameCls: 'text-bull text-[13px]',
-    codeCls: 'text-secondary dark:text-muted/80',
+    bg: '',
+    bar: 'border-l-2 border-bull/50',
+    nameCls: 'text-rose-50 text-[13px]',
+    codeCls: 'text-muted/80',
    badge: '',
    badgeText: '',
+    cardStyle: {
+      background: 'linear-gradient(105deg, hsl(4 60% 45% / 0.14) 0%, hsl(6 50% 30% / 0.09) 40%, hsl(220 15% 12% / 0.0) 100%)',
+      boxShadow: 'inset 1px 0 0 hsl(4 80% 55% / 0.12), 0 0 10px -4px hsl(4 80% 50% / 0.10)',
+    },
+    hoverShadow: 'inset 1px 0 0 hsl(4 80% 55% / 0.30), 0 0 18px -4px hsl(4 80% 50% / 0.28)',
  },
  limit_down: {
-    cardCls: 'bg-gradient-to-br from-emerald-50/90 via-emerald-50/50 to-transparent dark:from-emerald-950/40 dark:via-emerald-900/25 dark:to-transparent border-l-2 border-bear/40 dark:border-bear/50 hover:border-bear/60 dark:hover:border-bear/70 hover:bg-emerald-100/70 dark:hover:bg-emerald-950/30',
-    nameCls: 'text-bear text-[13px]',
-    codeCls: 'text-secondary dark:text-muted/80',
+    bg: '',
+    bar: 'border-l-2 border-bear/50',
+    nameCls: 'text-green-50 text-[13px]',
+    codeCls: 'text-muted/80',
    badge: '',
    badgeText: '',
+    cardStyle: {
+      background: 'linear-gradient(105deg, hsl(152 60% 45% / 0.14) 0%, hsl(150 50% 30% / 0.09) 40%, hsl(220 15% 12% / 0.0) 100%)',
+      boxShadow: 'inset 1px 0 0 hsl(152 80% 45% / 0.12), 0 0 10px -4px hsl(152 80% 45% / 0.10)',
+    },
+    hoverShadow: 'inset 1px 0 0 hsl(152 80% 45% / 0.30), 0 0 18px -4px hsl(152 80% 45% / 0.28)',
  },
  broken: {
-    cardCls: 'opacity-75 border-l border-purple-300 dark:border-purple-400/30 hover:bg-purple-50/60 dark:hover:bg-purple-400/5',
-    nameCls: 'text-foreground/80 dark:text-foreground/70 text-xs',
-    codeCls: 'text-muted/70 dark:text-muted/60',
-    badge: 'text-purple-600 dark:text-purple-400',
+    bg: 'opacity-75',
+    bar: 'border-l border-purple-400/30',
+    nameCls: 'text-foreground/70 text-xs',
+    codeCls: 'text-muted/60',
+    badge: 'text-purple-400',
    badgeText: d => d === 'down' ? '撬' : '炸',
  },
  recovery: {
-    cardCls: 'opacity-75 border-l border-purple-300 dark:border-purple-400/30 hover:bg-purple-50/60 dark:hover:bg-purple-400/5',
-    nameCls: 'text-foreground/80 dark:text-foreground/70 text-xs',
-    codeCls: 'text-muted/70 dark:text-muted/60',
-    badge: 'text-purple-600 dark:text-purple-400',
+    bg: 'opacity-75',
+    bar: 'border-l border-purple-400/30',
+    nameCls: 'text-foreground/70 text-xs',
+    codeCls: 'text-muted/60',
+    badge: 'text-purple-400',
    badgeText: '撬',
  },
  failed: {
-    cardCls: 'opacity-75 border-l border-border dark:border-muted/25 hover:bg-elevated/80 dark:hover:bg-elevated/30',
-    nameCls: 'text-secondary dark:text-foreground/70 text-xs',
-    codeCls: 'text-muted/70 dark:text-muted/60',
-    badge: 'text-muted dark:text-muted/80',
+    bg: 'opacity-75',
+    bar: 'border-l border-muted/25',
+    nameCls: 'text-foreground/70 text-xs',
+    codeCls: 'text-muted/60',
+    badge: 'text-muted/80',
    badgeText: d => d === 'down' ? '止' : '断',
  },
 }
@@ -207,13 +216,19 @@ function useSealedDegrade(asOf: string, latestDate: string | undefined, sealedRe

 // ===== 单只股票卡片 =====

-function StockCard({ stock, extFields, direction, sealMode, onClick }: {
+function StockCard({ stock, extFields, direction, sealMode, monitored, monitorRule, onMonitorChange, hasDepth, onClick }: {
  stock: LimitLadderStock
  extFields: ExtFieldConfig
  direction: Direction
  sealMode: 'vol' | 'amount'
+  monitored: boolean
+  monitorRule?: MonitorRule
+  onMonitorChange: () => void
+  hasDepth: boolean
  onClick: () => void
 }) {
+  const [showMonitorMenu, setShowMonitorMenu] = useState(false)
+  const [menuAnchor, setMenuAnchor] = useState<DOMRect | null>(null)
  const code = stock.symbol.replace(/\.BJ$/, '').replace(/\.SZ$/, '').replace(/\.SH$/, '')
  const tag = boardTag(stock.symbol)
  const status = stock.status || (direction === 'down' ? 'limit_down' : 'limit_up')
@@ -232,19 +247,58 @@ function StockCard({ stock, extFields, direction, sealMode, onClick }: {
  const badgeText = typeof style.badgeText === 'function' ? style.badgeText(direction) : style.badgeText

  const tagCls = 'text-[9px] leading-none px-1 py-px rounded-sm'
-  const conceptCls = 'text-[10px] leading-none px-1.5 py-0.5 rounded-sm text-amber-700 dark:text-orange-200/80 bg-amber-100 dark:bg-orange-400/10'
-  const industryCls = 'text-[10px] leading-none px-1.5 py-0.5 rounded-sm text-sky-700 dark:text-sky-300 bg-sky-100 dark:bg-sky-400/10'
-  const textCls = `${tagCls} text-secondary/80 bg-elevated dark:text-secondary/60 dark:bg-elevated/60`
+  const conceptCls = 'text-[10px] leading-none px-1.5 py-0.5 rounded-sm text-orange-200/60 bg-orange-400/[0.05]'
+  const industryCls = 'text-[10px] leading-none px-1.5 py-0.5 rounded-sm text-sky-300/90 bg-sky-400/10'
+  const textCls = `${tagCls} text-secondary/60 bg-elevated/60`

  const hasTags = conceptTags.length > 0 || industryTags.length > 0

+  // 齿轮始终可见: 让免费用户也能看到功能入口, 点开后在菜单内提示权限不足。
+  // Pro+ 用户正常设置; 免费用户保存按钮禁用 + 显示升级提示。
  return (
-    <button
+    <div className="relative group w-full">
+      {/* 监控设置按钮 (右上角): 不能嵌在卡片 button 内 */}
+      <button
+        onClick={e => {
+          e.stopPropagation()
+          setMenuAnchor(e.currentTarget.getBoundingClientRect())
+          setShowMonitorMenu(v => !v)
+        }}
+        title={monitored ? '封单监控已开启' : '开启封单监控'}
+        className={`absolute top-1 right-1 z-20 p-0.5 rounded transition-opacity cursor-pointer ${
+          monitored ? 'opacity-100 text-amber-400' : 'opacity-0 group-hover:opacity-70 text-muted hover:!opacity-100'
+        }`}
+      >
+        {monitored ? <Bell className="h-3 w-3" /> : <BellOff className="h-3 w-3" />}
+      </button>
+      {/* 监控菜单 */}
+      {showMonitorMenu && menuAnchor && (
+        <MonitorMenu
+          stock={stock}
+          direction={direction}
+          sealMode={sealMode}
+          monitorRule={monitorRule}
+          anchorRect={menuAnchor}
+          hasDepth={hasDepth}
+          onClose={() => setShowMonitorMenu(false)}
+          onChanged={onMonitorChange}
+        />
+      )}
+      <button
      onClick={onClick}
-      className={`group flex flex-col items-start gap-1 px-2.5 py-2 rounded-md transition-all duration-200 cursor-pointer hover:opacity-100 ${style.cardCls}`}
+      className={`w-full flex flex-col items-start gap-1 px-2.5 py-2 rounded-md transition-all duration-200 cursor-pointer hover:opacity-100 ${style.bg} ${style.bar} ${monitored ? 'ring-1 ring-amber-400/50 ring-inset' : ''}`}
+      style={style.cardStyle ? { ...style.cardStyle } : undefined}
+      onMouseEnter={e => {
+        if (!style.cardStyle || !style.hoverShadow) return
+        e.currentTarget.style.boxShadow = style.hoverShadow
+      }}
+      onMouseLeave={e => {
+        if (!style.cardStyle) return
+        e.currentTarget.style.boxShadow = style.cardStyle.boxShadow ?? ''
+      }}
    >
      {/* 名称行 */}
-      <div className="flex items-center gap-1.5 w-full min-w-0">
+      <div className="flex items-center gap-1.5 w-full min-w-0 pr-4">
        <span className={`${style.nameCls} font-medium truncate`}>{stock.name}</span>
        {tag && (
          <span className={`shrink-0 text-[9px] px-1 py-px rounded-full border leading-none ${tag.cls}`}>{tag.label}</span>
@@ -267,7 +321,7 @@ function StockCard({ stock, extFields, direction, sealMode, onClick }: {
                : fmtSealVol(stock.sealed_vol)}
            </span>
          ) : stock.sealed_status === 'pending' ? (
-            <span className="text-[9px] text-amber-600/80 dark:text-yellow-500/60 leading-none">待确认</span>
+            <span className="text-[9px] text-yellow-500/60 leading-none">待确认</span>
          ) : (
            /* 未修正: 显示连板数 */
            <span className="text-[10px] font-semibold tabular-nums text-accent/80">
@@ -299,6 +353,228 @@ function StockCard({ stock, extFields, direction, sealMode, onClick }: {
        </div>
      )}
    </button>
+    </div>
+  )
+}
+
+// ===== 封单监控菜单 =====
+
+function MonitorMenu({ stock, direction, sealMode, monitorRule, anchorRect, hasDepth, onClose, onChanged }: {
+  stock: LimitLadderStock
+  direction: Direction
+  sealMode: 'vol' | 'amount'
+  monitorRule?: MonitorRule
+  anchorRect: DOMRect
+  hasDepth: boolean
+  onClose: () => void
+  onChanged: () => void
+}) {
+  const ruleId = `mr_ladder_${stock.symbol.replace(/[^a-zA-Z0-9]/g, '_').toLowerCase()}`
+  const existing = monitorRule
+
+  // 推送外部开关默认值: 取偏好设置中的全局默认 (已有规则沿用其值)
+  const { data: prefs } = usePreferences()
+  const webhookDefault = prefs?.webhook_enabled_default ?? false
+
+  // 单位倍率: 输入值 × 倍率 = 原始单位 (量=手, 额=元)
+  const VOL_UNITS = [
+    { key: '1', label: '手', mult: 1 },
+    { key: '10000', label: '万手', mult: 10000 },
+  ]
+  const AMT_UNITS = [
+    { key: '1', label: '元', mult: 1 },
+    { key: '10000', label: '万元', mult: 10000 },
+    { key: '100000000', label: '亿元', mult: 100000000 },
+  ]
+
+  const [metric, setMetric] = useState<'sealed_vol' | 'sealed_amount'>(existing?.metric ?? (sealMode === 'amount' ? 'sealed_amount' : 'sealed_vol'))
+  const units = metric === 'sealed_amount' ? AMT_UNITS : VOL_UNITS
+  // 已有规则: 反算到最大便捷单位 (选能整除的最大倍率); 新建: 额默认亿元, 量默认万手
+  const initUnit = (() => {
+    if (!existing || !existing.threshold) return metric === 'sealed_amount' ? '100000000' : '10000'
+    const thr = existing.threshold
+    const matched = [...units].reverse().find(u => thr >= u.mult && thr % u.mult === 0)
+    return matched ? matched.key : units[0].key
+  })()
+  const [unitKey, setUnitKey] = useState(initUnit)
+  const [threshold, setThreshold] = useState<string>(() => {
+    if (!existing || !existing.threshold) return ''
+    const mult = units.find(u => u.key === initUnit)?.mult ?? 1
+    return String(existing.threshold / mult)
+  })
+  const [pushExternal, setPushExternal] = useState(existing?.webhook_enabled ?? webhookDefault)
+  const [saving, setSaving] = useState(false)
+
+  const warnLabel = direction === 'down' ? '翘板预警' : '炸板预警'
+
+  // 切 metric 时重置单位 (额默认亿元, 量默认万手) + 清空阈值
+  const switchMetric = (m: 'sealed_vol' | 'sealed_amount') => {
+    setMetric(m)
+    // 额选亿元(key=100000000), 量选万手(key=10000)
+    const defaultKey = m === 'sealed_amount' ? '100000000' : '10000'
+    setUnitKey(defaultKey)
+    setThreshold('')
+  }
+
+  const handleSave = async () => {
+    const inputValue = Number(threshold)
+    if (!threshold || isNaN(inputValue) || inputValue < 0) return
+    const mult = units.find(u => u.key === unitKey)?.mult ?? 1
+    const thr = Math.round(inputValue * mult)  // 换算回原始单位 (量=手, 额=元)
+    setSaving(true)
+    try {
+      await api.monitorRuleSave({
+        id: ruleId,
+        name: `封单监控 · ${stock.name ?? stock.symbol}`,
+        enabled: true,
+        type: 'ladder',
+        scope: 'symbols',
+        symbols: [stock.symbol],
+        direction: direction === 'down' ? 'down' : 'up',
+        metric,
+        threshold: thr,
+        conditions: [],
+        logic: 'and',
+        cooldown_seconds: existing?.cooldown_seconds ?? 600,
+        severity: 'warn',
+        message: '',
+        webhook_enabled: pushExternal,
+      } as MonitorRule)
+      onChanged()
+      onClose()
+    } catch { /* toast 已在 api 层处理 */ }
+    finally { setSaving(false) }
+  }
+
+  const handleRemove = async () => {
+    setSaving(true)
+    try {
+      await api.monitorRuleDelete(ruleId)
+      onChanged()
+      onClose()
+    } catch { /* ignore */ }
+    finally { setSaving(false) }
+  }
+
+  // 基于齿轮按钮位置算菜单坐标 (fixed 定位, 脱离父级 overflow-hidden 裁剪)
+  const MENU_W = 240  // w-60 = 15rem = 240px
+  const MENU_H = 340  // 预估高度 (含标题栏 + 4 行设置 + 权限提示 + 按钮区)
+  const anchorRight = anchorRect.right
+  const anchorBottom = anchorRect.bottom
+  // 水平: 默认右对齐齿轮; 超出右边则左移
+  const left = Math.max(8, Math.min(anchorRight - MENU_W, window.innerWidth - MENU_W - 8))
+  // 垂直: 默认在齿轮下方; 超出底部则上方
+  const top = anchorBottom + MENU_H > window.innerHeight
+    ? Math.max(8, anchorRect.top - MENU_H)
+    : anchorBottom + 4
+
+  return (
+    <>
+      <div className="fixed inset-0 z-40" onClick={onClose} />
+      <div
+        className="fixed z-50 w-60 rounded-lg bg-surface border border-border shadow-xl text-xs overflow-hidden"
+        style={{ left, top }}
+      >
+        {/* 标题栏: 股票名 + 预警类型 */}
+        <div className="flex items-center justify-between px-3 py-2 border-b border-border bg-elevated/40">
+          <div className="flex items-center gap-1.5 min-w-0">
+            <Bell className="h-3.5 w-3.5 text-amber-400 shrink-0" />
+            <span className="font-medium text-foreground truncate">{stock.name ?? stock.symbol}</span>
+          </div>
+          <button onClick={onClose} className="text-muted hover:text-foreground shrink-0"><X className="h-3.5 w-3.5" /></button>
+        </div>
+
+        <div className="px-3 py-2.5 space-y-2.5">
+          {/* 预警类型徽章 */}
+          <div className="flex items-center gap-2">
+            <span className="text-[10px] text-muted shrink-0">类型</span>
+            <span className={`px-1.5 py-0.5 rounded text-[10px] font-medium ${direction === 'down' ? 'bg-bear/15 text-bear' : 'bg-bull/15 text-bull'}`}>
+              {warnLabel}
+            </span>
+          </div>
+
+          {/* 监控指标: 段控风格 */}
+          <div className="flex items-center gap-2">
+            <span className="text-[10px] text-muted shrink-0 w-8">指标</span>
+            <div className="flex gap-0.5 flex-1 bg-elevated/50 rounded p-0.5">
+              <button
+                onClick={() => switchMetric('sealed_vol')}
+                className={`flex-1 px-2 py-1 rounded text-[11px] transition-colors ${metric === 'sealed_vol' ? 'bg-surface text-foreground shadow-sm' : 'text-muted hover:text-secondary'}`}
+              >封单量</button>
+              <button
+                onClick={() => switchMetric('sealed_amount')}
+                className={`flex-1 px-2 py-1 rounded text-[11px] transition-colors ${metric === 'sealed_amount' ? 'bg-surface text-foreground shadow-sm' : 'text-muted hover:text-secondary'}`}
+              >封单额</button>
+            </div>
+          </div>
+
+          {/* 阈值: 输入 + 单位 */}
+          <div className="flex items-center gap-2">
+            <span className="text-[10px] text-muted shrink-0 w-8">阈值</span>
+            <input
+              type="number"
+              value={threshold}
+              onChange={e => setThreshold(e.target.value)}
+              placeholder="≤ 报警"
+              className="flex-1 min-w-0 h-7 px-2 rounded bg-base border border-border text-foreground text-center tabular-nums placeholder:text-muted/40 focus:outline-none focus:border-accent/50"
+            />
+            <select
+              value={unitKey}
+              onChange={e => setUnitKey(e.target.value)}
+              className="h-7 px-1.5 rounded bg-base border border-border text-secondary text-[11px] focus:outline-none focus:border-accent/50 cursor-pointer"
+            >
+              {units.map(u => (
+                <option key={u.key} value={u.key}>{u.label}</option>
+              ))}
+            </select>
+          </div>
+
+          {/* 推送渠道: 胶囊标签 (后续可扩展钉钉/企微等), 选中带强调色 */}
+          <div className="flex items-center gap-2">
+            <span className="text-[10px] text-muted shrink-0 w-8">推送</span>
+            <button
+              type="button"
+              onClick={() => setPushExternal(v => !v)}
+              className={`inline-flex items-center gap-1 px-2 py-1 rounded-full text-[10px] font-medium transition-colors border cursor-pointer ${
+                pushExternal
+                  ? 'bg-accent/15 text-accent border-accent/40'
+                  : 'bg-elevated/40 text-muted border-border hover:text-secondary'
+              }`}
+            >
+              <span className={`w-1.5 h-1.5 rounded-full ${pushExternal ? 'bg-accent' : 'bg-muted/50'}`} />
+              飞书
+            </button>
+          </div>
+
+          {/* 权限提示 (免费用户) */}
+          {!hasDepth && (
+            <div className="flex items-start gap-1.5 rounded border border-amber-400/30 bg-amber-400/5 px-2 py-1.5 text-[10px] leading-relaxed text-amber-400/90">
+              <AlertCircle className="h-3 w-3 shrink-0 mt-px" />
+              <span>当前 Key 权限无法获取五档行情,后续会适配免费数据源</span>
+            </div>
+          )}
+        </div>
+
+        {/* 底部按钮区 */}
+        <div className="flex items-center gap-2 px-3 py-2.5 border-t border-border bg-elevated/30">
+          {existing && (
+            <button
+              onClick={handleRemove}
+              disabled={saving || !hasDepth}
+              className="shrink-0 h-7 px-2.5 rounded text-[11px] text-muted hover:text-danger hover:bg-danger/5 disabled:opacity-40 disabled:cursor-not-allowed cursor-pointer transition-colors"
+            >关闭监控</button>
+          )}
+          <button
+            onClick={handleSave}
+            disabled={saving || !threshold || !hasDepth}
+            title={!hasDepth ? '需 Pro+ 套餐 (批量五档能力)' : ''}
+            className="flex-1 h-7 rounded text-[11px] font-medium transition-all cursor-pointer disabled:opacity-40 disabled:cursor-not-allowed bg-accent text-white hover:bg-accent/90 active:scale-[0.98] disabled:active:scale-100"
+          >
+            {saving ? '保存中…' : !hasDepth ? '需 Pro+ 套餐' : existing ? '更新监控' : '开启监控'}
+          </button>
+        </div>
+      </div>
+    </>
  )
 }

@@ -408,14 +684,14 @@ function loadFilterKeys(): Set<FilterKey> {

 const TIER_COLORS: Record<number, string> = {
  1: 'border-border',
-  2: 'border-amber-500/50 dark:border-yellow-600/40',
-  3: 'border-orange-500/60 dark:border-orange-500/50',
+  2: 'border-yellow-600/40',
+  3: 'border-orange-500/50',
 }

 const TIER_TEXT: Record<number, string> = {
  1: 'text-muted',
-  2: 'text-amber-600 dark:text-yellow-500',
-  3: 'text-orange-600 dark:text-orange-400',
+  2: 'text-yellow-500',
+  3: 'text-orange-400',
 }

 function tierBorder(n: number): string {
@@ -482,10 +758,10 @@ function OverviewBar({ tiers, dateValue, onDateChange, filterKeys, bf, direction
          )
        })}
        {showBroken && totalBroken > 0 && (
-          <span className="text-purple-600 dark:text-purple-400 font-medium">{brokenLabel} {totalBroken}</span>
+          <span className="text-purple-400 font-medium">{brokenLabel} {totalBroken}</span>
        )}
        {showFailed && totalFailed > 0 && (
-          <span className="text-amber-600 dark:text-yellow-500 font-medium">{failedLabel} {totalFailed}</span>
+          <span className="text-yellow-500 font-medium">{failedLabel} {totalFailed}</span>
        )}
      </div>
      <div className="ml-auto">
@@ -502,7 +778,7 @@ function TagStats({ title, tiers, extFields, fieldKey, color, selectedTag, onSel
  tiers: LimitLadderTier[]
  extFields: ExtFieldConfig
  fieldKey: 'concept' | 'industry'
-  color: 'warning' | 'accent'
+  color: { text: [number, number, number]; bg: [number, number, number] }
  selectedTag: { fieldKey: 'concept' | 'industry'; tag: string } | null
  onSelect: (sel: { fieldKey: 'concept' | 'industry'; tag: string } | null) => void
  direction: Direction
@@ -529,6 +805,8 @@ function TagStats({ title, tiers, extFields, fieldKey, color, selectedTag, onSel
  if (stats.length === 0) return null

  const maxCount = stats[0]?.[1] ?? 1
+  const [r, g, b] = color.text
+  const [br, bg, bb] = color.bg
  const needsExpand = stats.length > 10

  return (
@@ -561,16 +839,16 @@ function TagStats({ title, tiers, extFields, fieldKey, color, selectedTag, onSel
                onClick={() => onSelect(isSelected ? null : { fieldKey, tag: name })}
                className="text-[11px] px-2 py-1 rounded-sm whitespace-nowrap cursor-pointer hover:brightness-110 transition-all"
                style={{
-                  color: isSelected ? '#fff' : `hsl(var(--${color}) / ${0.6 + intensity * 0.4})`,
+                  color: isSelected ? '#fff' : `rgba(${r},${g},${b},${0.6 + intensity * 0.4})`,
                  backgroundColor: isSelected
-                    ? `hsl(var(--${color}) / 0.75)`
-                    : `hsl(var(--${color}) / ${0.08 + intensity * 0.22})`,
-                  outline: isSelected ? `1px solid hsl(var(--${color}) / 0.9)` : 'none',
+                    ? `rgba(${br},${bg},${bb},0.7)`
+                    : `rgba(${br},${bg},${bb},${intensity * 0.2})`,
+                  outline: isSelected ? `1px solid rgba(${r},${g},${b},0.8)` : 'none',
                  outlineOffset: 1,
                }}
              >
                {name}
-                <span className="ml-1" style={{ opacity: isSelected ? 0.85 : 0.65 }}>{count}</span>
+                <span className="ml-1" style={{ opacity: isSelected ? 0.8 : 0.6 }}>{count}</span>
              </button>
            )
          })}
@@ -589,7 +867,7 @@ function TagStats({ title, tiers, extFields, fieldKey, color, selectedTag, onSel

 // ===== 梯队分组 =====

-function TierGroup({ tier, defaultOpen, extFields, filterKeys, bf, onStockClick, selectedTag, onSelectTag, direction, sealMode }: {
+function TierGroup({ tier, defaultOpen, extFields, filterKeys, bf, onStockClick, selectedTag, onSelectTag, direction, sealMode, monitoredSymbols, ladderRules, onMonitorChange, hasDepth }: {
  tier: LimitLadderTier
  defaultOpen: boolean
  extFields: ExtFieldConfig
@@ -600,6 +878,10 @@ function TierGroup({ tier, defaultOpen, extFields, filterKeys, bf, onStockClick,
  onSelectTag: (sel: { fieldKey: 'concept' | 'industry'; tag: string } | null) => void
  direction: Direction
  sealMode: 'vol' | 'amount'
+  monitoredSymbols: Set<string>
+  ladderRules: Map<string, MonitorRule>
+  onMonitorChange: () => void
+  hasDepth: boolean
 }) {
  const [open, setOpen] = useState(defaultOpen)
  const cfg = { ...DEFAULT_BF, ...bf }
@@ -652,11 +934,11 @@ function TierGroup({ tier, defaultOpen, extFields, filterKeys, bf, onStockClick,
        onClick={() => setOpen(v => !v)}
        className="w-full flex items-center gap-2 px-3 py-2 hover:bg-surface/80 transition-colors"
      >
-        <Flame className={`h-3.5 w-3.5 ${tier.boards >= 5 ? 'text-orange-600 dark:text-orange-500' : tier.boards >= 3 ? 'text-amber-600 dark:text-yellow-500' : 'text-muted'}`} />
+        <Flame className={`h-3.5 w-3.5 ${tier.boards >= 5 ? 'text-orange-500' : tier.boards >= 3 ? 'text-yellow-500' : 'text-muted'}`} />
        <span className={`text-sm font-bold tabular-nums ${tierTextCls(tier.boards)}`}>{tierLabel(tier.boards, direction)}<span className="text-muted/40 mx-1">·</span>{luCount}</span>
        {(showBroken && brCount > 0) || (showFailed && faCount > 0) ? (
          <span className="text-[11px] text-muted/60">
-            {showBroken && brCount > 0 && <span className="text-purple-600 dark:text-purple-400">{brCount}{brokenBadge}</span>}
+            {showBroken && brCount > 0 && <span className="text-purple-400">{brCount}{brokenBadge}</span>}
            {showBroken && brCount > 0 && showFailed && faCount > 0 && <span className="text-muted/40"> · </span>}
            {showFailed && faCount > 0 && <span className="text-muted/80">{faCount}{failedBadge}</span>}
          </span>
@@ -681,7 +963,7 @@ function TierGroup({ tier, defaultOpen, extFields, filterKeys, bf, onStockClick,
              <div className="px-3 pt-1 pb-2 space-y-1">
                {groupConceptStats.length > 0 && (
                  <div className="flex flex-wrap gap-1 items-center">
-                    <span className="text-[9px] tracking-wider text-amber-600/70 dark:text-yellow-400/70 mr-0.5">概念</span>
+                    <span className="text-[9px] tracking-wider text-yellow-400/70 mr-0.5">概念</span>
                    {groupConceptStats.slice(0, 20).map(([name, count]) => {
                      const isSelected = selectedTag?.fieldKey === 'concept' && selectedTag?.tag === name
                      return (
@@ -690,13 +972,13 @@ function TierGroup({ tier, defaultOpen, extFields, filterKeys, bf, onStockClick,
                          onClick={() => onSelectTag(isSelected ? null : { fieldKey: 'concept', tag: name })}
                          className="text-[10px] px-1.5 py-0.5 rounded-sm whitespace-nowrap cursor-pointer hover:brightness-110 transition-all"
                          style={{
-                            color: isSelected ? '#fff' : 'hsl(var(--warning) / 0.85)',
-                            backgroundColor: isSelected ? 'hsl(var(--warning) / 0.75)' : 'hsl(var(--warning) / 0.12)',
-                            outline: isSelected ? '1px solid hsl(var(--warning) / 0.9)' : 'none',
+                            color: isSelected ? '#fff' : 'rgba(250,204,21,0.8)',
+                            backgroundColor: isSelected ? 'rgba(234,179,8,0.7)' : 'rgba(234,179,8,0.12)',
+                            outline: isSelected ? '1px solid rgba(250,204,21,0.8)' : 'none',
                            outlineOffset: 1,
                          }}
                        >
-                          {name}<span className="ml-0.5" style={{ opacity: isSelected ? 0.85 : 0.65 }}>{count}</span>
+                          {name}<span className="ml-0.5" style={{ opacity: isSelected ? 0.8 : 0.6 }}>{count}</span>
                        </button>
                      )
                    })}
@@ -704,7 +986,7 @@ function TierGroup({ tier, defaultOpen, extFields, filterKeys, bf, onStockClick,
                )}
                {groupIndustryStats.length > 0 && (
                  <div className="flex flex-wrap gap-1 items-center">
-                    <span className="text-[9px] tracking-wider text-blue-600/70 dark:text-blue-400/70 mr-0.5">行业</span>
+                    <span className="text-[9px] tracking-wider text-blue-400/70 mr-0.5">行业</span>
                    {groupIndustryStats.slice(0, 20).map(([name, count]) => {
                      const isSelected = selectedTag?.fieldKey === 'industry' && selectedTag?.tag === name
                      return (
@@ -713,13 +995,13 @@ function TierGroup({ tier, defaultOpen, extFields, filterKeys, bf, onStockClick,
                          onClick={() => onSelectTag(isSelected ? null : { fieldKey: 'industry', tag: name })}
                          className="text-[10px] px-1.5 py-0.5 rounded-sm whitespace-nowrap cursor-pointer hover:brightness-110 transition-all"
                          style={{
-                            color: isSelected ? '#fff' : 'hsl(var(--accent) / 0.85)',
-                            backgroundColor: isSelected ? 'hsl(var(--accent) / 0.75)' : 'hsl(var(--accent) / 0.12)',
-                            outline: isSelected ? '1px solid hsl(var(--accent) / 0.9)' : 'none',
+                            color: isSelected ? '#fff' : 'rgba(96,165,250,0.8)',
+                            backgroundColor: isSelected ? 'rgba(59,130,246,0.7)' : 'rgba(59,130,246,0.12)',
+                            outline: isSelected ? '1px solid rgba(96,165,250,0.8)' : 'none',
                            outlineOffset: 1,
                          }}
                        >
-                          {name}<span className="ml-0.5" style={{ opacity: isSelected ? 0.85 : 0.65 }}>{count}</span>
+                          {name}<span className="ml-0.5" style={{ opacity: isSelected ? 0.8 : 0.6 }}>{count}</span>
                        </button>
                      )
                    })}
@@ -737,6 +1019,10 @@ function TierGroup({ tier, defaultOpen, extFields, filterKeys, bf, onStockClick,
                  return tags.includes(selectedTag.tag)
                })
                .sort((a, b) => {
+                  // 开启监控的卡片排到分组最前
+                  const ma = monitoredSymbols.has(a.symbol) ? 0 : 1
+                  const mb = monitoredSymbols.has(b.symbol) ? 0 : 1
+                  if (ma !== mb) return ma - mb
                  const ord = (s: string) => {
                    if (s === 'limit_up' || s === 'limit_down' || !s) return 0
                    if (s === 'broken' || s === 'recovery') return 1
@@ -764,6 +1050,10 @@ function TierGroup({ tier, defaultOpen, extFields, filterKeys, bf, onStockClick,
                  extFields={extFields}
                  direction={direction}
                  sealMode={sealMode}
+                  monitored={monitoredSymbols.has(s.symbol)}
+                  monitorRule={ladderRules.get(s.symbol)}
+                  onMonitorChange={onMonitorChange}
+                  hasDepth={hasDepth}
                  onClick={() => onStockClick(s.symbol, s.name ?? undefined)}
                />
              ))}
@@ -966,7 +1256,7 @@ function BrokenFailedSection({ bf, onChange }: {
    <div className="space-y-3">
      {/* 炸板 */}
      <div className="space-y-2">
-        <span className="text-[10px] font-semibold text-purple-600 dark:text-purple-400 uppercase tracking-wider">炸板</span>
+        <span className="text-[10px] font-semibold text-purple-400 uppercase tracking-wider">炸板</span>
        <Toggle label="显示炸板股票" checked={bf.brokenShow ?? true} onChange={v => update({ brokenShow: v })} />
        <Toggle label="计入炸板数量" checked={bf.brokenCount ?? true} onChange={v => update({ brokenCount: v })} />
        <NumInput label="最低板数（含）" value={bf.brokenMinBoards ?? 0} onChange={v => update({ brokenMinBoards: v ?? 0 })} min={0} max={50} placeholder="0=不限" />
@@ -977,7 +1267,7 @@ function BrokenFailedSection({ bf, onChange }: {
      <div className="h-px bg-border" />
      {/* 断板 */}
      <div className="space-y-2">
-        <span className="text-[10px] font-semibold text-amber-600 dark:text-yellow-500 uppercase tracking-wider">断板</span>
+        <span className="text-[10px] font-semibold text-yellow-500 uppercase tracking-wider">断板</span>
        <Toggle label="显示断板股票" checked={bf.failedShow ?? true} onChange={v => update({ failedShow: v })} />
        <Toggle label="计入断板数量" checked={bf.failedCount ?? true} onChange={v => update({ failedCount: v })} />
        <NumInput label="最低板数（含）" value={bf.failedMinBoards ?? 0} onChange={v => update({ failedMinBoards: v ?? 0 })} min={0} max={50} placeholder="0=不限" />
@@ -1031,7 +1321,7 @@ function ExtConfigDialog({ fields, onSave, onClose }: {
        {/* 三列平铺 */}
        <div className="flex gap-0 border-b border-border px-2 overflow-hidden">
          <div className="flex-1 min-w-0 p-3 border-r border-border" style={{ minWidth: 180 }}>
-            <span className="text-[10px] font-semibold text-amber-600 dark:text-amber-400 uppercase tracking-wider mb-2 block">概念</span>
+            <span className="text-[10px] font-semibold text-sky-400 uppercase tracking-wider mb-2 block">概念</span>
            <ExtFieldSection item={draft.concept} onChange={v => setDraft(d => ({ ...d, concept: v }))} options={options} />
            <div className="h-px bg-border my-3" />
            <Toggle label="显示概念分布统计" checked={draft.showConceptStats ?? true} onChange={v => setDraft(d => ({ ...d, showConceptStats: v }))} />
@@ -1039,7 +1329,7 @@ function ExtConfigDialog({ fields, onSave, onClose }: {
            <Toggle label="显示分组概念统计" checked={draft.showConceptGroupStats ?? false} onChange={v => setDraft(d => ({ ...d, showConceptGroupStats: v }))} />
          </div>
          <div className="flex-1 min-w-0 p-3 border-r border-border" style={{ minWidth: 180 }}>
-            <span className="text-[10px] font-semibold text-blue-600 dark:text-blue-400 uppercase tracking-wider mb-2 block">行业</span>
+            <span className="text-[10px] font-semibold text-blue-400 uppercase tracking-wider mb-2 block">行业</span>
            <ExtFieldSection item={draft.industry} onChange={v => setDraft(d => ({ ...d, industry: v }))} options={options} />
            <div className="h-px bg-border my-3" />
            <Toggle label="显示行业分布统计" checked={draft.showIndustryStats ?? true} onChange={v => setDraft(d => ({ ...d, showIndustryStats: v }))} />
@@ -1076,6 +1366,24 @@ export function LimitUpLadder() {
  const [showConcept, setShowConcept] = useState(() => storage.limitLadderShowExt.get({ concept: true, industry: true }).concept)
  const [showIndustry, setShowIndustry] = useState(() => storage.limitLadderShowExt.get({ concept: true, industry: true }).industry)

+  // 连板梯队封单监控规则 (type=ladder): {symbol → rule} 映射
+  const { data: monitorRulesData, refetch: refetchMonitorRules } = useQuery({
+    queryKey: ['monitor-rules'],
+    queryFn: () => api.monitorRulesList(),
+    staleTime: 30 * 1000,
+  })
+  const ladderRules = useMemo(() => {
+    const all = monitorRulesData?.rules ?? []
+    const m = new Map<string, typeof all[number]>()
+    for (const r of all) {
+      if (r.type === 'ladder' && r.enabled && r.symbols[0]) {
+        m.set(r.symbols[0], r)
+      }
+    }
+    return m
+  }, [monitorRulesData])
+  const monitoredSymbols = useMemo(() => new Set(ladderRules.keys()), [ladderRules])
+
  const toggleDirection = useCallback((d: Direction) => {
    setDirection(d)
    storage.limitLadderDirection.set(d)
@@ -1254,9 +1562,9 @@ export function LimitUpLadder() {
            {/* 显示组: 概念/行业 */}
            <button
              onClick={toggleConcept}
-              className={`px-2 py-1 text-xs transition-colors rounded-sm ${
+              className={`px-2 py-1 text-xs transition-colors ${
                showConcept
-                  ? 'bg-amber-100 text-amber-700 dark:bg-yellow-500/15 dark:text-yellow-400 font-medium'
+                  ? 'bg-yellow-500/15 text-yellow-400 font-medium'
                  : 'text-secondary hover:text-foreground hover:bg-surface'
              }`}
            >
@@ -1264,9 +1572,9 @@ export function LimitUpLadder() {
            </button>
            <button
              onClick={toggleIndustry}
-              className={`px-2 py-1 text-xs transition-colors rounded-sm ${
+              className={`px-2 py-1 text-xs transition-colors ${
                showIndustry
-                  ? 'bg-blue-100 text-blue-700 dark:bg-blue-500/15 dark:text-blue-400 font-medium'
+                  ? 'bg-blue-500/15 text-blue-400 font-medium'
                  : 'text-secondary hover:text-foreground hover:bg-surface'
              }`}
            >
@@ -1319,7 +1627,7 @@ export function LimitUpLadder() {
          tiers={tiers}
          extFields={resolveExtFields(extFields, showConcept, showIndustry)}
          fieldKey="concept"
-          color="warning"
+          color={{ text: [250, 204, 21], bg: [234, 179, 8] }}
          selectedTag={selectedTag}
          onSelect={handleSelectTag}
          direction={direction}
@@ -1332,7 +1640,7 @@ export function LimitUpLadder() {
          tiers={tiers}
          extFields={resolveExtFields(extFields, showConcept, showIndustry)}
          fieldKey="industry"
-          color="accent"
+          color={{ text: [96, 165, 250], bg: [59, 130, 246] }}
          selectedTag={selectedTag}
          onSelect={handleSelectTag}
          direction={direction}
@@ -1354,6 +1662,10 @@ export function LimitUpLadder() {
            onSelectTag={handleSelectTag}
            direction={direction}
            sealMode={sealMode}
+            monitoredSymbols={monitoredSymbols}
+            ladderRules={ladderRules}
+            onMonitorChange={refetchMonitorRules}
+            hasDepth={sealedDegrade.hasDepth}
          />
        ))}
      </div>
@@ -4,7 +4,7 @@ import { motion, AnimatePresence } from 'framer-motion'
 import { RadioTower, Plus, Trash2, Settings2, Zap, Bell, ListChecks, BellRing, TrendingUp, TrendingDown, Flame } from 'lucide-react'
 import { PageHeader } from '@/components/PageHeader'
 import { EmptyState } from '@/components/EmptyState'
-import { api, type MonitorRule, type AlertEvent } from '@/lib/api'
+import { api, type MonitorRule, type AlertEvent, type MonitorCondition } from '@/lib/api'
 import { QK } from '@/lib/queryKeys'
 import { fmtPrice, fmtPct } from '@/lib/format'
 import { cn } from '@/lib/cn'
@@ -367,9 +367,33 @@ function AlertsList({ alertsQuery, confirmClear, setConfirmClear, total, enterTs
                          })()}
                        </span>
                      </div>
-                      <div className="mt-1 flex items-center gap-2">
-                        <span className="text-[11px]">{renderMessage(ev.source, ev.message)}</span>
-                      </div>
+                      {/* 详情行: 命中条件 (signal/price/market) + 当前价 / 或默认消息 */}
+                      {(ev.conditions && ev.conditions.length > 0) ? (
+                        <div className="mt-1 flex flex-wrap items-center gap-x-1.5 gap-y-0.5 text-[11px]">
+                          <span className="text-muted">命中</span>
+                          {ev.conditions.map((c: MonitorCondition, ci: number) => (
+                            <span key={ci} className="inline-flex items-center gap-0.5">
+                              {ci > 0 && <span className="text-secondary">{ev.logic === 'or' ? '或' : '且'}</span>}
+                              {c.op === 'truth' ? (
+                                <span className="text-accent/80">{cnSignal(c.field)}</span>
+                              ) : (
+                                <span className="text-foreground/80 font-mono">{cnSignal(c.field)}{c.op}{c.value}</span>
+                              )}
+                            </span>
+                          ))}
+                          {ev.price != null && (
+                            <>
+                              <span className="text-muted">·</span>
+                              <span className="text-muted">现价</span>
+                              <span className="font-mono text-foreground/90">{fmtPrice(ev.price)}</span>
+                            </>
+                          )}
+                        </div>
+                      ) : (
+                        <div className="mt-1 flex items-center gap-2">
+                          <span className="text-[11px]">{renderMessage(ev.source, ev.message)}</span>
+                        </div>
+                      )}
                      {ev.signals && ev.signals.length > 0 && (
                        <div className="mt-1.5 flex flex-wrap gap-1">
                          {ev.signals.map((s: string, j: number) => (
@@ -21,6 +21,10 @@ import {
  Radar,
  ShieldCheck,
  BellRing,
+  TrendingUp,
+  FileText,
+  Landmark,
+  Database,
 } from 'lucide-react'
 import { api } from '@/lib/api'
 import { useCapabilities, useSettings } from '@/lib/useSharedQueries'
@@ -36,12 +40,15 @@ const STEPS = ['欢迎', '配置 Key', '能力探测', '完成'] as const
 const BRAND = '#8B5CF6'

 const HIGHLIGHTS = [
-  { icon: LineChart, title: '看板与自选', desc: '实时行情、MA/MACD 指标、自定义自选列表', tint: 'text-accent' },
-  { icon: ScanSearch, title: '策略选股', desc: '内置多套选股策略,一键扫描全市场命中', tint: 'text-bull' },
-  { icon: Flame, title: '连板梯队', desc: '涨停板梯队、概念行业热度、市场情绪一览', tint: 'text-warning' },
-  { icon: Radar, title: '实时监控', desc: '自定义条件 / 策略监控,触发即推送告警', tint: 'text-bear' },
-  { icon: ShieldCheck, title: '回测验证', desc: '策略历史回测、因子分析,用数据说话', tint: 'text-accent' },
-  { icon: BellRing, title: '本地优先', desc: '数据本地存储,隐私可控,断网仍可查阅', tint: 'text-bull' },
+  { icon: LineChart,   title: '看板与自选', desc: '市场全景看板、涨跌分布、情绪雷达,自定义自选列表', tint: 'text-accent' },
+  { icon: ScanSearch,  title: '策略选股',   desc: '内置多套选股策略,一键扫描全市场命中标的', tint: 'text-bull' },
+  { icon: TrendingUp,  title: '个股分析',   desc: 'AI 四维分析个股,关键价位、技术形态一目了然', tint: 'text-warning' },
+  { icon: Flame,       title: '连板梯队',   desc: '涨停梯队、封板强度、炸板监控,情绪温度计', tint: 'text-warning' },
+  { icon: Landmark,    title: '概念行业',   desc: '概念板块、行业维度的资金流向与热度排名', tint: 'text-accent' },
+  { icon: FileText,    title: '财务分析',   desc: 'AI 解读财报,利润、资负、现金流、核心指标', tint: 'text-bear' },
+  { icon: ShieldCheck, title: '回测验证',   desc: '策略历史回测、因子分析,用数据验证逻辑', tint: 'text-accent' },
+  { icon: Radar,       title: '实时监控',   desc: '自定义条件 / 策略监控,盘中触发即推送告警', tint: 'text-bear' },
+  { icon: BellRing,    title: '本地优先',   desc: '数据本地存储,隐私可控,断网仍可查阅', tint: 'text-bull' },
 ]

 export function Onboarding() {
@@ -101,7 +108,7 @@ export function Onboarding() {
            className="shrink-0"
            style={{ color: BRAND, filter: `drop-shadow(0 0 8px ${BRAND}55)` }}
          />
-          <span className="text-sm font-semibold tracking-tight">Stock Panel</span>
+          <span className="text-sm font-semibold tracking-tight">TickFlow Stock Panel</span>
        </div>
        {/* 步骤进度条 —— 胶囊式 */}
        <div className="flex items-center gap-1.5">
@@ -172,27 +179,31 @@ function WelcomeStep({ onNext, onSkip }: { onNext: () => void; onSkip: () => voi
      </motion.div>

      <h1 className="mt-6 text-3xl font-bold text-foreground tracking-tight">
-        欢迎使用 Stock Panel
+        欢迎使用 TickFlow Stock Panel
      </h1>
      <p className="mt-3 text-sm text-secondary leading-relaxed max-w-md mx-auto">
        一个本地化的 A 股量化分析面板 —— 行情、选股、回测、监控、财务一体化。
        花一分钟配置,即可开始使用。
      </p>

-      {/* 6 个特性卡片 */}
-      <div className="mt-8 grid grid-cols-2 sm:grid-cols-3 gap-3 text-left">
+      {/* 特性卡片 —— 3×3 网格,横向布局压缩高度 */}
+      <div className="mt-8 grid grid-cols-2 sm:grid-cols-3 gap-2.5 text-left">
        {HIGHLIGHTS.map((h, i) => (
          <motion.div
            key={h.title}
-            initial={{ opacity: 0, y: 10 }}
+            initial={{ opacity: 0, y: 8 }}
            animate={{ opacity: 1, y: 0 }}
-            transition={{ duration: 0.3, delay: 0.05 * i + 0.1 }}
+            transition={{ duration: 0.3, delay: 0.04 * i + 0.1 }}
            whileHover={{ y: -2 }}
-            className="group rounded-card border border-border bg-surface/80 backdrop-blur-sm p-3.5 transition-colors hover:border-accent/30"
+            className="group flex items-start gap-2.5 rounded-card border border-border bg-surface/80 backdrop-blur-sm p-2.5 transition-colors hover:border-accent/30"
          >
-            <h.icon className={`h-5 w-5 ${h.tint} transition-transform group-hover:scale-110`} />
-            <div className="mt-2 text-sm font-medium text-foreground">{h.title}</div>
-            <div className="mt-1 text-xs text-muted leading-relaxed">{h.desc}</div>
+            <div className="rounded-lg bg-elevated/50 p-1.5 shrink-0">
+              <h.icon className={`h-4 w-4 ${h.tint} transition-transform group-hover:scale-110`} />
+            </div>
+            <div className="min-w-0">
+              <div className="text-xs font-medium text-foreground">{h.title}</div>
+              <div className="mt-0.5 text-[11px] text-muted leading-snug line-clamp-2">{h.desc}</div>
+            </div>
          </motion.div>
        ))}
      </div>
@@ -216,7 +227,7 @@ function WelcomeStep({ onNext, onSkip }: { onNext: () => void; onSkip: () => voi
  )
 }

-// ===== Step 1: 输入数据源 Key =====
+// ===== Step 1: 输入 TickFlow Key =====

 function KeyStep({ onNext, onSkip, onBack }: { onNext: () => void; onSkip: () => void; onBack: () => void }) {
  const qc = useQueryClient()
@@ -240,7 +251,7 @@ function KeyStep({ onNext, onSkip, onBack }: { onNext: () => void; onSkip: () =>
    },
  })

-  // 已配置 key —— 免费档或付费档都算(只要不是无档 none)
+  // 已配置 key —— 免费档或付费档都算(只要不是 None 档)
  const alreadyHasKey = settings.data?.mode !== 'none' && settings.data?.mode !== undefined

  return (
@@ -249,26 +260,47 @@ function KeyStep({ onNext, onSkip, onBack }: { onNext: () => void; onSkip: () =>
        <div className="rounded-lg bg-accent/10 p-2">
          <ShieldCheck className="h-4 w-4 text-accent" />
        </div>
-        <h2 className="text-xl font-bold text-foreground">配置数据源 API Key</h2>
+        <h2 className="text-xl font-bold text-foreground">配置 TickFlow API Key</h2>
      </div>
      <p className="mt-2.5 text-sm text-secondary leading-relaxed">
-        Key 决定你能使用的数据范围。没有 Key 也能以<span className="font-medium text-foreground"> 基础模式 </span>
-        使用历史日K;配置有效 Key 后可解锁实时行情、批量同步等扩展能力。
+        本项目基于 TickFlow 这款稳定的数据源为基座进行开发,正在适配其他第三方数据源。
+        如果有任何建议或意见,欢迎发送邮件至{' '}
+        <a
+          href="mailto:415333856@qq.com"
+          className="text-accent hover:underline font-medium"
+        >
+          415333856@qq.com
+        </a>
+        。
      </p>

-      {/* 注册引导 */}
-      <div className="mt-5 rounded-card border border-border bg-surface/80 backdrop-blur-sm p-4 text-xs text-secondary leading-relaxed">
-        还没有 Key?前往{' '}
-        <a
-          href="https://tickflow.org/auth/register"
-          target="_blank"
-          rel="noreferrer"
-          className="text-accent hover:underline inline-flex items-baseline gap-0.5 font-medium"
-        >
-          数据源官网
-          <ExternalLink className="h-3 w-3 self-center" />
-        </a>{' '}
-        注册,或先以基础模式使用。
+      {/* 档位对比说明 —— None 档 vs Free 档 */}
+      <div className="mt-4 grid grid-cols-1 sm:grid-cols-2 gap-2.5">
+        {/* None 档 —— 不配置时默认 */}
+        <div className="rounded-card border border-accent/20 bg-accent/[0.04] p-3">
+          <div className="flex items-center gap-1.5">
+            <span className="inline-flex h-[18px] items-center rounded px-1.5 text-[10px] font-bold font-mono bg-accent/15 text-accent/70">None</span>
+            <span className="text-xs font-medium text-foreground">不配置(默认)</span>
+          </div>
+          <ul className="mt-2 space-y-1 text-[11px] text-muted leading-relaxed">
+            <li>· 仅历史日K数据,无实时行情</li>
+            <li>· 数据有延迟,盘后约 1-2 小时更新当天</li>
+            <li>· 可用于策略回测、盘后分析</li>
+          </ul>
+        </div>
+        {/* Free 档 —— 免费注册即可获取 */}
+        <div className="rounded-card border border-accent/35 bg-accent/[0.08] p-3">
+          <div className="flex items-center gap-1.5">
+            <span className="inline-flex h-[18px] items-center rounded px-1.5 text-[10px] font-bold font-mono bg-accent/15 text-accent">Free</span>
+            <span className="text-xs font-medium text-foreground">注册免费获取</span>
+            <span className="inline-flex items-center rounded-full bg-accent px-1.5 py-0.5 text-[10px] font-bold text-white shadow-sm shadow-accent/30">推荐</span>
+          </div>
+          <ul className="mt-2 space-y-1 text-[11px] text-secondary leading-relaxed">
+            <li>· 无需付费,注册即享</li>
+            <li>· 历史日K + 限定范围内的实时数据</li>
+            <li>· 可指定个股进行实时监控</li>
+          </ul>
+        </div>
      </div>

      {/* Key 已配置提示 */}
@@ -282,6 +314,27 @@ function KeyStep({ onNext, onSkip, onBack }: { onNext: () => void; onSkip: () =>
        </div>
      )}

+      {/* 获取 Key 的说明 —— 黄框卡片 */}
+      <div className="mt-4 flex items-start gap-2 rounded-card border border-warning/40 bg-warning/10 px-3 py-2.5 text-xs text-foreground leading-relaxed">
+        <AlertCircle className="h-4 w-4 shrink-0 text-warning mt-px" />
+        <span>
+          Key 可在{' '}
+          <a
+            href="https://tickflow.org/auth/register?ref=V3KDKGXPEA"
+            target="_blank"
+            rel="noreferrer"
+            className="text-warning hover:underline inline-flex items-baseline gap-0.5 font-medium"
+          >
+            tickflow.org
+            <ExternalLink className="h-3 w-3 self-center" />
+          </a>
+          获取。
+          <span className="block mt-1.5 text-foreground/70">
+            当前数据源基于 TickFlow 基座,其他第三方数据源正在开发适配中。
+          </span>
+        </span>
+      </div>
+
      {/* 输入 */}
      <form
        onSubmit={(e) => {
@@ -293,7 +346,7 @@ function KeyStep({ onNext, onSkip, onBack }: { onNext: () => void; onSkip: () =>
        <div className="relative">
          <input
            type={revealing ? 'text' : 'password'}
-            placeholder={alreadyHasKey ? '粘贴新 Key 替换当前' : '粘贴数据源 API Key'}
+            placeholder={alreadyHasKey ? '粘贴新 Key 替换当前' : '粘贴 TickFlow API Key'}
            value={keyInput}
            onChange={(e) => {
              setKeyInput(e.target.value)
@@ -379,7 +432,7 @@ function ResultStep({ onNext, onBack }: { onNext: () => void; onBack: () => void
  const settings = useSettings()
  const caps = useCapabilities()

-  // 是否配置成功 —— 免费档(free)或付费档(api_key)都算;无档(none)算未配置
+  // 是否配置成功 —— 免费档(free)或付费档(api_key)都算;None 档算未配置
  const hasKey = settings.data?.mode === 'free' || settings.data?.mode === 'api_key'
  const capList = caps.data ? Object.entries(caps.data.capabilities) : []

@@ -438,10 +491,10 @@ function ResultStep({ onNext, onBack }: { onNext: () => void; onBack: () => void
          <div className="mx-auto w-fit rounded-xl bg-elevated p-3">
            <Zap className="h-6 w-6 text-warning" />
          </div>
-          <div className="mt-3 text-sm font-medium text-foreground">将以基础模式继续</div>
+          <div className="mt-3 text-sm font-medium text-foreground">将以 None 档继续</div>
          <p className="mt-2 text-xs text-muted leading-relaxed max-w-sm mx-auto">
-            当前未配置有效 Key,仅可使用历史日K数据。配置 Key 后可解锁实时行情、批量同步等能力,
-            随时在<span className="text-foreground font-medium"> 设置 → 账户 </span>填写。
+            当前未配置有效 Key,仍可使用看板、选股、回测等功能 —— 进入看板后可直接获取近 1 年历史日K数据。配置 Key 后可解锁实时行情监控等能力,随时在
+            <span className="text-foreground font-medium"> 设置 → 账户 </span>填写。
          </p>
        </div>
      )}
@@ -470,10 +523,16 @@ function ResultStep({ onNext, onBack }: { onNext: () => void; onBack: () => void
 // ===== Step 3: 完成 =====

 function FinishStep({ onNext, onBack, pending }: { onNext: () => void; onBack: () => void; pending: boolean }) {
+  const settings = useSettings()
+  // 是否已配置 Key(free 或 api_key 都算,None 档算未配置)
+  const hasKey = settings.data?.mode === 'free' || settings.data?.mode === 'api_key'
+
+  // 首要行动:获取数据(不管配没配 Key, 新用户都需要先拉数据)
+  // 快速上手入口(精简为核心功能)
  const tips = [
-    { icon: ScanSearch, text: '在「选股」页用内置策略一键扫描全市场' },
-    { icon: BellRing, text: '在「监控」页设置条件或策略告警,盘中实时推送' },
-    { icon: ShieldCheck, text: '在「回测」页用历史数据验证策略表现' },
+    { icon: TrendingUp, text: '「个股分析」:输入代码,AI 四维分析 + 关键价位' },
+    { icon: ScanSearch, text: '「选股」页:内置多套策略,一键扫描全市场' },
+    { icon: ShieldCheck, text: '「回测」页:用历史数据验证策略表现,用数据说话' },
  ]

  return (
@@ -500,18 +559,37 @@ function FinishStep({ onNext, onBack, pending }: { onNext: () => void; onBack: (

      <h1 className="mt-6 text-2xl font-bold text-foreground">一切就绪!</h1>
      <p className="mt-2.5 text-sm text-secondary leading-relaxed max-w-md mx-auto">
-        配置已完成。下面几个入口帮你快速上手,有任何问题随时在
-        <span className="text-foreground font-medium"> 设置 </span>里调整。
+        {hasKey
+          ? 'Key 已生效,进入面板后系统会自动引导你获取行情数据,完成后即可使用全部功能。'
+          : '当前为 None 档,进入面板后系统会自动引导你获取历史日K数据(无需 Key),即可开始体验。'}
      </p>

-      {/* 快速上手提示 */}
-      <div className="mt-6 space-y-2 text-left">
+      {/* 首要行动:获取数据 */}
+      <motion.div
+        initial={{ opacity: 0, y: 10 }}
+        animate={{ opacity: 1, y: 0 }}
+        transition={{ duration: 0.3, delay: 0.2 }}
+        className="mt-5 flex items-start gap-2.5 rounded-card border border-accent/30 bg-accent/[0.06] px-4 py-3 text-left"
+      >
+        <div className="rounded-lg bg-accent/15 p-1.5 shrink-0 mt-px">
+          <Database className="h-4 w-4 text-accent" />
+        </div>
+        <div className="min-w-0">
+          <div className="text-sm font-medium text-foreground">下一步:获取行情数据</div>
+          <p className="mt-1 text-xs text-secondary leading-relaxed">
+            进入面板后,看板会自动引导你拉取近 1 年全 A 股日K(约 5500 只,预计 1-3 分钟)。同步期间可浏览其他页面。
+          </p>
+        </div>
+      </motion.div>
+
+      {/* 快速上手入口 */}
+      <div className="mt-4 space-y-2 text-left">
        {tips.map((t, i) => (
          <motion.div
            key={i}
            initial={{ opacity: 0, x: -10 }}
            animate={{ opacity: 1, x: 0 }}
-            transition={{ duration: 0.3, delay: 0.1 * i + 0.2 }}
+            transition={{ duration: 0.3, delay: 0.1 * i + 0.3 }}
            className="flex items-center gap-3 rounded-card border border-border bg-surface/80 backdrop-blur-sm px-3.5 py-2.5"
          >
            <div className="rounded-lg bg-accent/10 p-1.5 shrink-0">
@@ -0,0 +1,827 @@
+/**
+ * AI 大盘复盘页 —— 以流式 LLM 复盘报告为主体的盘后复盘工作台。
+ *
+ * 设计定位:极简专注型。不复刻 Dashboard 的看板(KPI/雷达/板块排名),
+ * 仅保留一行「市场摘要条」作为报告上下文参照;AI 报告 + 历史归档是页面主体。
+ *  - 摘要数据:GET /api/overview/market
+ *  - 报告流式:POST /api/market-recap/analyze
+ */
+import { useCallback, useEffect, useRef, useState } from 'react'
+import { Link } from 'react-router-dom'
+import { useQuery, useMutation, useQueryClient } from '@tanstack/react-query'
+import { motion, AnimatePresence } from 'framer-motion'
+import {
+  BookOpenCheck, RefreshCw, Sparkles, Trash2, History, ChevronRight, AlertTriangle,
+  Database, Wand2, Copy, Download, Clock, X, Check,
+} from 'lucide-react'
+
+import { api, type OverviewMarket, type AiReviewReport } from '@/lib/api'
+import { QK } from '@/lib/queryKeys'
+import { cn } from '@/lib/cn'
+import { fmtBigNum } from '@/lib/format'
+import { PageHeader } from '@/components/PageHeader'
+import { MarkdownRenderer } from '@/components/financials/MarkdownRenderer'
+import { toast } from '@/components/Toast'
+import { usePreferences } from '@/lib/useSharedQueries'
+import { useReviewState } from '@/lib/useReviewStore'
+import {
+  startReviewGeneration, resetReview, isReviewGenerating,
+  type ReviewPhase,
+} from '@/lib/reviewStore'
+
+// ================================================================
+// 涨跌幅格式化(注意单位差异)
+// overview 的 indices.change_pct / breadth.up_pct / seal_rate / *_pct / emotion.score
+//   都是【已是百分比值】(如 1.2 表示 1.2%),直接 toFixed 即可,不要 *100。
+// ================================================================
+function fmtPctAlready(v: number | null | undefined, digits = 2, withSign = false): string {
+  if (v == null || Number.isNaN(v)) return '—'
+  const sign = withSign && v > 0 ? '+' : ''
+  return `${sign}${v.toFixed(digits)}%`
+}
+function pctClass(v: number | null | undefined): string {
+  if (v == null || Number.isNaN(v) || v === 0) return 'text-muted'
+  return v > 0 ? 'text-bull' : 'text-bear'
+}
+// A 股惯例: 强势=红, 弱式=绿(对齐 Dashboard scoreColor)
+function scoreColor(v: number | null | undefined): string {
+  if (v == null || Number.isNaN(v)) return '#71717A'
+  if (v >= 70) return '#F04438'
+  if (v >= 55) return '#FB923C'
+  if (v >= 45) return '#F59E0B'
+  if (v >= 30) return '#84CC16'
+  return '#12B76A'
+}
+
+// 归档时刻格式化:ISO → "MM-DD HH:mm"(用于历史列表显示复盘时间)
+function fmtArchivedAt(iso: string): string {
+  const d = new Date(iso)
+  if (Number.isNaN(d.getTime())) return iso
+  const mm = String(d.getMonth() + 1).padStart(2, '0')
+  const dd = String(d.getDate()).padStart(2, '0')
+  const hh = String(d.getHours()).padStart(2, '0')
+  const mi = String(d.getMinutes()).padStart(2, '0')
+  return `${mm}-${dd} ${hh}:${mi}`
+}
+
+// Phase 类型复用 store 的定义(单一来源)
+
+export function Review() {
+  const qc = useQueryClient()
+  // 复盘日期:当前固定取最新交易日(后续如需日期选择可改回 useState)
+  const asOf: string | undefined = undefined
+  const [focus, setFocus] = useState('')
+  // 生成状态走全局 store:切走页面流不中断,回来可恢复
+  const { phase, content, error, meta } = useReviewState()
+  const [viewing, setViewing] = useState<AiReviewReport | null>(null)  // 查看历史报告
+  const reportEndRef = useRef<HTMLDivElement>(null)
+
+  // 看板数据(与总览页同源)
+  const marketQuery = useQuery<OverviewMarket>({
+    queryKey: QK.overviewMarket(asOf),
+    queryFn: () => api.overviewMarket(asOf),
+    staleTime: 5_000,
+    placeholderData: (prev) => prev,
+  })
+
+  // 历史报告
+  const historyQuery = useQuery<{ reports: AiReviewReport[] }>({
+    queryKey: QK.reviewReports,
+    queryFn: () => api.reviewReportsList(),
+  })
+
+  const deleteMut = useMutation({
+    mutationFn: (id: string) => api.reviewReportDelete(id),
+    onSuccess: () => {
+      qc.invalidateQueries({ queryKey: QK.reviewReports })
+      toast('已删除', 'success')
+    },
+    onError: () => { /* request() 已 toast */ },
+  })
+
+  // ===== 定时复盘 =====
+  const [showSchedule, setShowSchedule] = useState(false)
+  const prefs = usePreferences()
+  const reviewSched = prefs.data?.review_schedule ?? { enabled: false, hour: 15, minute: 10 }
+  const feishuConfigured = !!(prefs.data?.feishu_webhook_url)
+  // 推送渠道是独立的顶层偏好(多选), 与定时 / 实时行情无关, 常驻可单独设置
+  // []=不推送, ['feishu']=飞书(微信开发中, 仅占位)
+  const reviewPushChannels = prefs.data?.review_push_channels ?? []
+  // 弹窗内的本地草稿: 开关和时间都在本地改, 点「保存」才真正提交(避免开关一拨就关弹窗)
+  const [draft, setDraft] = useState(reviewSched)
+  const openSchedule = useCallback(() => {
+    setDraft(reviewSched)  // 每次打开同步最新服务端值
+    setShowSchedule(true)
+  }, [reviewSched])
+  const reviewMut = useMutation({
+    mutationFn: ({ enabled, hour, minute }: { enabled: boolean; hour: number; minute: number }) =>
+      api.updateReviewSchedule(enabled, hour, minute),
+    onSuccess: (_data, vars) => {
+      qc.invalidateQueries({ queryKey: QK.preferences })
+      setShowSchedule(false)
+      toast(vars.enabled ? '已开启定时复盘' : '已关闭定时复盘', 'success')
+    },
+    onError: () => { /* request() 已 toast */ },
+  })
+  // 推送渠道(多选): 独立常驻, 即时生效(勾选渠道即开关, 改了立刻提交)
+  const pushMut = useMutation({
+    mutationFn: (channels: string[]) => api.updateReviewPush(channels),
+    onSuccess: (_data, vars) => {
+      qc.invalidateQueries({ queryKey: QK.preferences })
+      toast(vars.length === 0 ? '已关闭复盘推送' : '已更新复盘推送渠道', 'success')
+    },
+    onError: () => { /* request() 已 toast */ },
+  })
+  const togglePushChannel = useCallback((ch: string) => {
+    const next = reviewPushChannels.includes(ch)
+      ? reviewPushChannels.filter(c => c !== ch)
+      : [...reviewPushChannels, ch]
+    pushMut.mutate(next)
+  }, [reviewPushChannels, pushMut])
+
+  // 自动滚动到报告底部(streaming 时)
+  useEffect(() => {
+    if (phase === 'streaming') {
+      reportEndRef.current?.scrollIntoView({ behavior: 'smooth', block: 'end' })
+    }
+  }, [content, phase])
+
+  // 当进入生成中(streaming)时, 清掉「查看历史」状态, 让主区域显示流内容。
+  // 手动 generate 已自带 setViewing(null), 这里主要补定时 SSE 流的场景:
+  // 用户若正看着历史报告, 定时触发生成时也要切回主区域显示流式内容。
+  useEffect(() => {
+    if (phase === 'streaming' && viewing) {
+      setViewing(null)
+    }
+  }, [phase, viewing])
+
+  // 自动归档(生成完成后台静默保存)—— 通过回调注入 store,避免 store 直接依赖 qc/marketQuery
+  const onGenerationDone = useCallback(async (fullContent: string, doneMeta: { as_of?: string; summary?: string; emotion_score?: number; emotion_label?: string } | null) => {
+    const reportAsOf = doneMeta?.as_of ?? marketQuery.data?.as_of ?? asOf ?? new Date().toISOString().slice(0, 10)
+    try {
+      await api.reviewReportSave({
+        as_of: reportAsOf,
+        focus,
+        content: fullContent,
+        summary: doneMeta?.summary,
+        emotion_score: doneMeta?.emotion_score ?? null,
+        emotion_label: doneMeta?.emotion_label ?? '',
+      })
+      qc.invalidateQueries({ queryKey: QK.reviewReports })
+    } catch { /* 静默 */ }
+  }, [focus, asOf, marketQuery.data, qc])
+
+  // 主流程:生成复盘(委托给全局 store,流在后台独立运行)
+  const generate = useCallback(() => {
+    if (isReviewGenerating()) return
+    setViewing(null)
+    resetReview()
+    startReviewGeneration(asOf, focus, (full, doneMeta) => {
+      onGenerationDone(full, doneMeta).catch(() => { /* 静默 */ })
+    })
+  }, [asOf, focus, onGenerationDone])
+
+  // 复制全文到剪贴板(viewing 优先,与主区域显示一致)
+  const copyContent = useCallback(async () => {
+    const text = viewing?.content ?? content
+    if (!text) return
+    try {
+      await navigator.clipboard.writeText(text)
+      toast('已复制到剪贴板', 'success')
+    } catch {
+      toast('复制失败,请手动选择文本', 'error')
+    }
+  }, [content, viewing])
+
+  // 下载为 .md 文件(viewing 优先)
+  const downloadContent = useCallback(() => {
+    const text = viewing?.content ?? content
+    if (!text) return
+    const reportDate = viewing?.as_of ?? meta?.as_of ?? asOf ?? new Date().toISOString().slice(0, 10)
+    const blob = new Blob([text], { type: 'text/markdown;charset=utf-8' })
+    const url = URL.createObjectURL(blob)
+    const a = document.createElement('a')
+    a.href = url
+    a.download = `复盘_${reportDate}.md`
+    a.click()
+    URL.revokeObjectURL(url)
+  }, [content, viewing, meta, asOf])
+
+  // 查看历史报告(不中断后台生成:仅临时把 viewing 覆盖到主区域,
+  // 生成中的流仍在 store 里继续跑,点"生成中"项即可切回)
+  const viewReport = useCallback((r: AiReviewReport) => {
+    setViewing(r)
+  }, [])
+
+  const isGenerating = phase === 'loading' || phase === 'streaming'
+  const displayDate = viewing?.as_of ?? meta?.as_of ?? marketQuery.data?.as_of ?? asOf ?? '最新'
+  const data = marketQuery.data
+  // 主区域显示的内容:viewing(查看历史)优先于 store 的生成 content,
+  // 这样点历史报告不会覆盖后台生成中的流。
+  const displayContent = viewing?.content ?? content
+
+  return (
+    <>
+      <PageHeader
+        title="AI 复盘"
+        titleExtra={<Sparkles className="h-4 w-4 text-accent" />}
+        subtitle={`${displayDate}${data?.emotion ? ` · 情绪 ${data.emotion.label}` : ''}`}
+        right={
+          <div className="flex items-center gap-1">
+            <button
+              onClick={() => { marketQuery.refetch() }}
+              disabled={marketQuery.isFetching}
+              className="inline-flex items-center gap-1 rounded-btn border border-border bg-elevated px-2 py-1 text-[11px] text-secondary transition-colors hover:text-foreground disabled:opacity-50"
+              title="刷新市场数据"
+            >
+              <RefreshCw className={cn('h-3 w-3', marketQuery.isFetching && 'animate-spin')} />刷新
+            </button>
+            <button
+              onClick={openSchedule}
+              className={cn(
+                'inline-flex items-center gap-1 rounded-btn border px-2 py-1 text-[11px] transition-colors',
+                reviewSched.enabled
+                  ? 'border-accent/40 bg-accent/10 text-accent hover:bg-accent/20'
+                  : 'border-border bg-elevated text-secondary hover:text-foreground',
+              )}
+              title={reviewSched.enabled ? `定时复盘已开启 · 每日 ${String(reviewSched.hour).padStart(2,'0')}:${String(reviewSched.minute).padStart(2,'0')}` : '定时复盘'}
+            >
+              <Clock className="h-3 w-3" />定时
+            </button>
+            <button
+              onClick={generate}
+              disabled={isGenerating}
+              className={cn(
+                'inline-flex items-center gap-1.5 rounded-btn px-3.5 py-1.5 text-xs font-medium transition-all',
+                isGenerating
+                  ? 'border border-accent/40 bg-accent/10 text-accent cursor-not-allowed'
+                  : 'bg-accent text-white shadow-sm shadow-accent/25 hover:bg-accent/90 hover:shadow hover:shadow-accent/30',
+              )}
+            >
+              {isGenerating ? (
+                <><RefreshCw className="h-3.5 w-3.5 animate-spin" />生成中…</>
+              ) : (
+                <><Sparkles className="h-3.5 w-3.5" />生成复盘</>
+              )}
+            </button>
+          </div>
+        }
+      />
+
+      <div className="min-h-full bg-[radial-gradient(circle_at_15%_-5%,rgba(59,130,246,0.10),transparent_30%),radial-gradient(circle_at_85%_5%,rgba(139,92,246,0.08),transparent_30%)] px-4 py-4 sm:px-6">
+        <div className="mx-auto max-w-[1280px] space-y-3">
+
+          {marketQuery.isLoading && !data ? (
+            <div className="flex h-40 items-center justify-center">
+              <div className="flex items-center gap-2 text-sm text-muted">
+                <RefreshCw className="h-4 w-4 animate-spin" /> 加载市场数据…
+              </div>
+            </div>
+          ) : !data || !data.as_of ? (
+            <div className="flex flex-col items-center justify-center gap-4 rounded-card border border-border bg-surface/80 px-6 py-16">
+              <div className="relative">
+                <div className="grid h-14 w-14 place-items-center rounded-2xl bg-gradient-to-br from-accent/20 to-purple-500/15 border border-accent/30">
+                  <Database className="h-6 w-6 text-accent" strokeWidth={1.8} />
+                </div>
+              </div>
+              <div className="text-center">
+                <div className="text-sm font-medium text-foreground">暂无市场数据</div>
+                <p className="mt-1 text-xs text-muted">复盘需要日 K 与指数,请先前往「数据」页同步</p>
+              </div>
+              <Link
+                to="/data"
+                className="inline-flex items-center gap-1.5 rounded-btn bg-accent px-4 py-2 text-xs font-medium text-white shadow-sm transition-all hover:bg-accent/90 hover:shadow"
+              >
+                <Database className="h-3.5 w-3.5" />前往数据页同步
+                <ChevronRight className="h-3.5 w-3.5" />
+              </Link>
+            </div>
+          ) : (
+            <>
+              {/* ===== 市场摘要条(轻量上下文,非重复看板)===== */}
+              <MarketSummaryBar data={data} />
+
+              {/* ===== 关注点输入 ===== */}
+              <div className="flex items-center gap-2 rounded-card border border-border bg-surface/80 px-3.5 py-2.5 transition-colors focus-within:border-accent/40">
+                <Wand2 className="h-3.5 w-3.5 shrink-0 text-accent" />
+                <input
+                  value={focus}
+                  onChange={(e) => setFocus(e.target.value)}
+                  onKeyDown={(e) => { if (e.key === 'Enter' && !isGenerating) generate() }}
+                  placeholder="可选:补充复盘关注点,如「明日是否加仓半导体」「量能是否持续」"
+                  className="flex-1 bg-transparent text-sm text-foreground outline-none placeholder:text-muted/60"
+                />
+                {focus && (
+                  <button onClick={() => setFocus('')} className="text-xs text-muted transition-colors hover:text-foreground">清除</button>
+                )}
+              </div>
+
+              {/* ===== 报告 + 历史 双栏(报告为主体)===== */}
+              <div className="grid grid-cols-1 gap-3 lg:grid-cols-[1fr_18rem]">
+                <ReportPanel
+                  phase={phase}
+                  content={displayContent}
+                  error={error}
+                  isGenerating={isGenerating}
+                  viewing={viewing}
+                  onCopy={copyContent}
+                  onDownload={downloadContent}
+                  onRegenerate={generate}
+                  reportEndRef={reportEndRef}
+                />
+                <HistoryPanel
+                  reports={historyQuery.data?.reports ?? []}
+                  loading={historyQuery.isLoading}
+                  viewingId={viewing?.id ?? null}
+                  generating={isGenerating}
+                  onView={viewReport}
+                  onBackToGenerating={() => setViewing(null)}
+                  onDelete={(id) => deleteMut.mutate(id)}
+                />
+              </div>
+            </>
+          )}
+        </div>
+      </div>
+
+      {/* ===== 定时复盘设置弹窗 ===== */}
+      <AnimatePresence>
+        {showSchedule && (
+          <motion.div
+            initial={{ opacity: 0 }}
+            animate={{ opacity: 1 }}
+            exit={{ opacity: 0 }}
+            className="fixed inset-0 z-50 flex items-center justify-center bg-black/50 p-4"
+            onClick={() => setShowSchedule(false)}
+          >
+            <motion.div
+              initial={{ scale: 0.96, opacity: 0 }}
+              animate={{ scale: 1, opacity: 1 }}
+              exit={{ scale: 0.96, opacity: 0 }}
+              className="w-full max-w-md rounded-card border border-border bg-surface p-5 shadow-2xl"
+              onClick={(e) => e.stopPropagation()}
+            >
+              <div className="mb-4 flex items-center justify-between">
+                <div className="flex items-center gap-2">
+                  <Clock className="h-4 w-4 text-accent" />
+                  <h3 className="text-sm font-medium text-foreground">定时复盘</h3>
+                </div>
+                <button
+                  onClick={() => setShowSchedule(false)}
+                  className="rounded p-1 text-muted transition-colors hover:bg-elevated hover:text-foreground"
+                >
+                  <X className="h-4 w-4" />
+                </button>
+              </div>
+
+              <p className="mb-4 text-[11px] leading-relaxed text-muted">
+                开启后,每个交易日到点自动生成大盘复盘报告并归档,静默执行。
+                下次打开本页即可在历史列表看到新报告;也可选推送到飞书。
+              </p>
+
+              {/* 开关(只改本地草稿, 不提交) */}
+              <label className="flex items-center justify-between rounded-btn bg-elevated/40 px-3 py-2.5">
+                <span className="text-xs text-foreground">启用定时复盘</span>
+                <button
+                  type="button"
+                  role="switch"
+                  aria-checked={draft.enabled}
+                  onClick={() => setDraft(d => ({ ...d, enabled: !d.enabled }))}
+                  className={cn(
+                    'relative inline-flex h-5 w-9 shrink-0 items-center rounded-full transition-colors',
+                    draft.enabled ? 'bg-accent' : 'bg-border',
+                  )}
+                >
+                  <span className={cn('inline-block h-3.5 w-3.5 transform rounded-full bg-white transition-transform', draft.enabled ? 'translate-x-[18px]' : 'translate-x-1')} />
+                </button>
+              </label>
+
+              {/* 时间设置(仅开启时可编辑, 本地草稿) */}
+              {draft.enabled && (
+                <div className="mt-3 flex items-center gap-2 rounded-btn bg-elevated/40 px-3 py-2.5">
+                  <span className="text-[11px] text-muted">每日</span>
+                  <input
+                    type="number" min={0} max={23} value={draft.hour}
+                    onChange={e => setDraft(d => ({ ...d, hour: Math.max(0, Math.min(23, Number(e.target.value))) }))}
+                    className="w-12 px-1.5 py-1 rounded-btn bg-base border border-border text-xs font-mono text-foreground text-center focus:outline-none focus:border-accent/50"
+                  />
+                  <span className="text-xs text-muted">:</span>
+                  <input
+                    type="number" min={0} max={59} value={draft.minute}
+                    onChange={e => setDraft(d => ({ ...d, minute: Math.max(0, Math.min(59, Number(e.target.value))) }))}
+                    className="w-12 px-1.5 py-1 rounded-btn bg-base border border-border text-xs font-mono text-foreground text-center focus:outline-none focus:border-accent/50"
+                  />
+                  <span className="text-[10px] text-muted/70">不早于 15:00 · 工作日执行</span>
+                </div>
+              )}
+
+              {/* 推送渠道(多选, 独立常驻, 与定时无关, 即时生效) */}
+              <div className="mt-3 rounded-btn bg-elevated/40 px-3 py-2.5">
+                <div className="flex items-center justify-between">
+                  <span className="text-xs text-foreground">生成后推送完整报告</span>
+                  <span className="text-[10px] text-muted/70">{reviewPushChannels.length === 0 ? '未开启' : `${reviewPushChannels.length} 个渠道`}</span>
+                </div>
+                <div className="mt-2 space-y-1.5">
+                  {/* 飞书(可用, 多选) */}
+                  <button
+                    type="button"
+                    disabled={pushMut.isPending}
+                    onClick={() => togglePushChannel('feishu')}
+                    className={cn(
+                      'flex w-full items-center gap-2 rounded-btn border px-2.5 py-1.5 text-left transition-colors disabled:opacity-50',
+                      reviewPushChannels.includes('feishu')
+                        ? 'border-accent/40 bg-accent/10'
+                        : 'border-border/60 bg-base/40 hover:bg-base/60',
+                    )}
+                  >
+                    <span className={cn('flex h-3 w-3 shrink-0 items-center justify-center rounded border', reviewPushChannels.includes('feishu') ? 'border-accent bg-accent text-white' : 'border-border')}>
+                      {reviewPushChannels.includes('feishu') && <Check className="h-2.5 w-2.5" />}
+                    </span>
+                    <span className="text-[11px] text-foreground">飞书</span>
+                    <span className="text-[9px] text-muted">群机器人</span>
+                    <span className={cn('ml-auto text-[9px]', feishuConfigured ? 'text-emerald-500' : 'text-warning')}>
+                      {feishuConfigured ? '已配置' : '未配置'}
+                    </span>
+                  </button>
+                  {/* 微信(开发中, 占位不可选) */}
+                  <div className="flex items-center gap-2 rounded-btn border border-border/40 bg-base/20 px-2.5 py-1.5 opacity-60">
+                    <span className="flex h-3 w-3 shrink-0 items-center justify-center rounded border border-border" />
+                    <span className="text-[11px] text-secondary">微信</span>
+                    <span className="text-[9px] text-muted">公众号/企业微信</span>
+                    <span className="ml-auto rounded bg-muted/10 px-1 py-px text-[9px] text-muted">开发中</span>
+                  </div>
+                </div>
+                <p className="mt-1.5 text-[10px] leading-relaxed text-muted/70">
+                  手动或定时生成的复盘都会以卡片消息推送完整报告。复用「设置 → 实时监控」的飞书 Webhook。
+                  {reviewPushChannels.includes('feishu') && !feishuConfigured && (
+                    <Link to="/settings?tab=monitoring" className="ml-1 text-accent hover:underline" onClick={() => setShowSchedule(false)}>
+                      前往配置 →
+                    </Link>
+                  )}
+                </p>
+              </div>
+
+              {!draft.enabled && (
+                <p className="mt-3 text-[10px] text-muted/70">
+                  当前: 已关闭。开启后将按设定时间自动复盘。
+                </p>
+              )}
+
+              {/* 操作区: 取消 + 保存(统一提交开关+时间) */}
+              <div className="mt-5 flex justify-end gap-2">
+                <button
+                  onClick={() => setShowSchedule(false)}
+                  className="rounded-btn bg-elevated px-4 py-1.5 text-xs text-secondary transition-colors hover:text-foreground"
+                >
+                  取消
+                </button>
+                <button
+                  onClick={() => reviewMut.mutate({ enabled: draft.enabled, hour: draft.hour, minute: draft.minute })}
+                  disabled={reviewMut.isPending}
+                  className="inline-flex items-center gap-1.5 rounded-btn bg-accent px-4 py-1.5 text-xs font-medium text-white transition-colors hover:bg-accent/90 disabled:opacity-50"
+                >
+                  {reviewMut.isPending ? '保存中…' : '保存'}
+                </button>
+              </div>
+            </motion.div>
+          </motion.div>
+        )}
+      </AnimatePresence>
+    </>
+  )
+}
+
+// ================================================================
+// 市场摘要条 —— 复盘页的轻量上下文(非重复看板)
+// 仅一行:三大指数涨跌 · 情绪分 · 涨停结构 · 成交额
+// 详细数据请去 Dashboard 看,这里只给 AI 报告提供背景参照
+// ================================================================
+// 指数简称映射:全称太长(上证指数/深证成指/创业板指/科创综指)摘要条放不下,统一缩成单字
+const INDEX_SHORT: Record<string, string> = {
+  '上证指数': '上', '深证成指': '深', '创业板指': '创', '科创综指': '科', '科创50': '科',
+}
+function indexShort(name?: string | null, symbol?: string): string {
+  if (!name) return symbol ?? '—'
+  return INDEX_SHORT[name] ?? (name.replace(/指数|成指|A股|综指|50/g, '').slice(0, 2) || name.slice(0, 1))
+}
+
+// 批量替换文本中的指数全称为简称(用于历史列表 summary 显示,
+// 兼容存量旧报告 —— 它们存盘时 summary 还是全称)。
+const _INDEX_FULL_RE = /上证指数|深证成指|创业板指|科创综指|科创50/g
+function shortenIndexNames(text: string): string {
+  return text.replace(_INDEX_FULL_RE, (m) => INDEX_SHORT[m] ?? m)
+}
+
+// 从 summary 的指数段(如「上-2.26%、深-3.44%、创-4.07%、科-2.02%」)
+// 解析出 [{name, pctStr, pctNum}],供列表项按涨跌染色渲染。
+const _INDEX_PCT_RE = /([上深创科])([+-]?\d+\.\d+%)/g
+function parseIndexPcts(indexSegment: string): { name: string; pctStr: string; pctNum: number }[] {
+  const out: { name: string; pctStr: string; pctNum: number }[] = []
+  for (const m of indexSegment.matchAll(_INDEX_PCT_RE)) {
+    out.push({ name: m[1], pctStr: m[2], pctNum: parseFloat(m[2]) })
+  }
+  return out
+}
+
+function MarketSummaryBar({ data }: { data: OverviewMarket }) {
+  const score = data.emotion?.score ?? null
+  const emoColor = scoreColor(score)
+  const indices = (data.indices ?? []).slice(0, 4)
+
+  return (
+    <div className="flex flex-wrap items-center gap-x-5 gap-y-2 rounded-card border border-border bg-surface/80 px-4 py-2.5">
+      {/* 情绪分(带色徽章)—— 复盘的核心定调 */}
+      <div className="flex items-center gap-2">
+        <span
+          className="grid h-8 w-8 shrink-0 place-items-center rounded font-mono text-xs font-bold tabular-nums"
+          style={{ color: emoColor, backgroundColor: `${emoColor}1a` }}
+        >
+          {score ?? '—'}
+        </span>
+        <div className="leading-tight">
+          <div className="text-[11px] font-medium text-foreground">{data.emotion?.label ?? '情绪'}</div>
+          <div className="text-[9px] text-secondary">情绪温度</div>
+        </div>
+      </div>
+
+      <div className="hidden h-7 w-px bg-border sm:block" />
+
+      {/* 四大指数(简称:上深创科)*/}
+      <div className="flex flex-wrap items-center gap-x-2.5 gap-y-1">
+        {indices.map(idx => (
+          <div key={idx.symbol} className="flex items-center gap-1">
+            <span className="text-[11px] text-secondary">{indexShort(idx.name, idx.symbol)}</span>
+            <span className={cn('font-mono text-[11px] font-semibold tabular-nums', pctClass(idx.change_pct))}>
+              {fmtPctAlready(idx.change_pct, 2, true)}
+            </span>
+          </div>
+        ))}
+      </div>
+
+      <div className="hidden h-7 w-px bg-border sm:block" />
+
+      {/* 涨跌结构 */}
+      <div className="flex items-center gap-1.5 text-[11px]">
+        <span className="text-secondary">涨跌</span>
+        <span className="font-mono font-semibold text-bull">{data.breadth?.up ?? 0}</span>
+        <span className="text-muted">/</span>
+        <span className="font-mono font-semibold text-bear">{data.breadth?.down ?? 0}</span>
+      </div>
+
+      {/* 涨停结构 */}
+      <div className="flex items-center gap-1.5 text-[11px]">
+        <span className="text-secondary">涨停</span>
+        <span className="font-mono font-semibold text-bull">{data.limit?.limit_up ?? 0}</span>
+        <span className="text-secondary">封板 {(data.limit?.seal_rate ?? 0).toFixed(0)}%</span>
+      </div>
+
+      {/* 成交额 */}
+      <div className="flex items-center gap-1.5 text-[11px]">
+        <span className="text-secondary">成交</span>
+        <span className="font-mono font-semibold text-foreground">{fmtBigNum(data.amount?.total)}</span>
+      </div>
+    </div>
+  )
+}
+
+// ================================================================
+// 报告面板(流式 + 错误 + 历史/完成态)
+// ================================================================
+function ReportPanel({
+  phase, content, error, isGenerating, viewing, onCopy, onDownload, onRegenerate, reportEndRef,
+}: {
+  phase: ReviewPhase
+  content: string
+  error: string
+  isGenerating: boolean
+  viewing: AiReviewReport | null
+  onCopy: () => void
+  onDownload: () => void
+  onRegenerate: () => void
+  reportEndRef: React.RefObject<HTMLDivElement>
+}) {
+  if (phase === 'error') {
+    return (
+      <div className="flex flex-col items-center justify-center gap-3 rounded-card border border-border bg-surface/80 px-6 py-14">
+        <div className="grid h-12 w-12 place-items-center rounded-full bg-danger/10">
+          <AlertTriangle className="h-5 w-5 text-danger" />
+        </div>
+        <div className="text-sm font-medium text-foreground">复盘失败</div>
+        <div className="max-w-md text-center text-xs text-secondary">{error || '请检查 AI 配置后重试'}</div>
+        <button
+          onClick={onRegenerate}
+          className="mt-1 inline-flex items-center gap-1.5 rounded-btn bg-accent/15 px-3 py-1.5 text-xs text-accent transition-colors hover:bg-accent/20"
+        >
+          <RefreshCw className="h-3.5 w-3.5" />重新生成
+        </button>
+      </div>
+    )
+  }
+
+  if (phase === 'idle' && !content) {
+    return (
+      <div className="flex min-h-[28rem] flex-col items-center justify-center gap-5 rounded-card border border-border bg-surface/80 px-6 py-16">
+        <div className="relative">
+          <div className="grid h-20 w-20 place-items-center rounded-2xl bg-gradient-to-br from-accent/20 to-purple-500/15 border border-accent/30">
+            <BookOpenCheck className="h-9 w-9 text-accent" strokeWidth={1.8} />
+          </div>
+          <Sparkles className="absolute -right-1 -top-1 h-5 w-5 text-accent" />
+        </div>
+        <div className="text-center">
+          <div className="text-base font-semibold text-foreground">AI 大盘复盘</div>
+          <p className="mx-auto mt-2 max-w-sm text-xs leading-relaxed text-secondary">
+            一键生成今日盘后复盘报告 —— 从一句话定调到明日交易计划,
+            结构化输出可直接指导次日仓位与节奏。
+          </p>
+        </div>
+        {/* 报告七节预览 —— 空状态也有内容感,暗示报告结构 */}
+        <div className="mt-2 grid w-full max-w-md grid-cols-2 gap-2 sm:grid-cols-4">
+          {[
+            { icon: '🎯', label: '一句话定调' },
+            { icon: '📊', label: '盘面总览' },
+            { icon: '🔥', label: '板块主线' },
+            { icon: '💰', label: '资金情绪' },
+            { icon: '📰', label: '消息催化' },
+            { icon: '🎯', label: '明日计划' },
+            { icon: '⚠️', label: '风险提示' },
+          ].map((s) => (
+            <div key={s.label} className="flex flex-col items-center gap-1 rounded-btn bg-elevated/40 px-2 py-2">
+              <span className="text-base">{s.icon}</span>
+              <span className="text-[10px] text-secondary">{s.label}</span>
+            </div>
+          ))}
+        </div>
+        <div className="mt-2 flex items-center gap-1.5 text-[11px] text-muted">
+          <Sparkles className="h-3 w-3 text-accent" />
+          点击右上角「生成复盘」开始
+        </div>
+      </div>
+    )
+  }
+
+  // 仅当显示生成内容(非查看历史)且正在生成时,才显示流式光标
+  const showCursor = isGenerating && !viewing
+  // 查看历史时(即使后台在生成)也能复制/下载该历史报告
+  const showActions = !!content && (!isGenerating || !!viewing)
+  const showViewingTag = !!viewing
+  const isLoading = phase === 'loading' && !content
+
+  return (
+    <motion.div
+      initial={{ opacity: 0 }}
+      animate={{ opacity: 1 }}
+      className="overflow-hidden rounded-card border border-border bg-surface/80"
+    >
+      <div className="flex items-center justify-between border-b border-border bg-gradient-to-r from-accent/5 to-transparent px-4 py-2.5">
+        <div className="flex items-center gap-1.5">
+          {isGenerating ? <RefreshCw className="h-3.5 w-3.5 animate-spin text-accent" /> : <BookOpenCheck className="h-3.5 w-3.5 text-accent" />}
+          <span className="text-xs font-medium text-foreground">
+            {showViewingTag ? `历史复盘 · ${viewing!.as_of}` : isGenerating ? 'AI 正在复盘…' : '复盘报告'}
+          </span>
+        </div>
+        {showActions && (
+          <div className="flex items-center gap-1">
+            <button onClick={onCopy} className="inline-flex items-center gap-1 rounded-btn bg-elevated px-2 py-1 text-[11px] text-secondary transition-colors hover:text-foreground hover:bg-elevated/70" title="复制全文">
+              <Copy className="h-3 w-3" />复制
+            </button>
+            <button onClick={onDownload} className="inline-flex items-center gap-1 rounded-btn bg-elevated px-2 py-1 text-[11px] text-secondary transition-colors hover:text-foreground hover:bg-elevated/70" title="下载为 Markdown">
+              <Download className="h-3 w-3" />下载
+            </button>
+          </div>
+        )}
+      </div>
+      <div className="max-h-[calc(100vh-22rem)] overflow-y-auto px-5 py-4">
+        {isLoading ? (
+          <div className="flex flex-col items-center justify-center gap-3 py-16">
+            <div className="relative">
+              <div className="grid h-11 w-11 place-items-center rounded-full bg-gradient-to-br from-accent/20 to-purple-500/15 border border-accent/30">
+                <Sparkles className="h-5 w-5 animate-pulse text-accent" />
+              </div>
+              <RefreshCw className="absolute -inset-1 h-13 w-13 animate-spin text-accent/30" style={{ animationDuration: '3s' }} />
+            </div>
+            <div className="text-sm text-foreground">AI 正在复盘今日盘面…</div>
+            <div className="text-xs text-secondary">分析指数结构 · 连板梯队 · 板块轮动 · 资金情绪</div>
+          </div>
+        ) : (
+          <div className="prose prose-invert max-w-none">
+            <MarkdownRenderer content={content} />
+            {showCursor && (
+              <span className="ml-0.5 inline-block h-4 w-1.5 animate-pulse rounded-sm bg-accent align-middle" />
+            )}
+          </div>
+        )}
+        <div ref={reportEndRef} />
+      </div>
+    </motion.div>
+  )
+}
+
+// ================================================================
+// 历史面板
+// ================================================================
+function HistoryPanel({
+  reports, loading, viewingId, generating, onView, onBackToGenerating, onDelete,
+}: {
+  reports: AiReviewReport[]
+  loading: boolean
+  viewingId: string | null
+  generating: boolean
+  onView: (r: AiReviewReport) => void
+  onBackToGenerating: () => void
+  onDelete: (id: string) => void
+}) {
+  const empty = !generating && reports.length === 0
+  return (
+    <div className="overflow-hidden rounded-card border border-border bg-surface/80">
+      <div className="flex items-center gap-1.5 border-b border-border bg-gradient-to-r from-accent/5 to-transparent px-3 py-2.5">
+        <History className="h-3.5 w-3.5 text-accent" />
+        <span className="text-xs font-medium text-foreground">历史复盘</span>
+        <span className="font-mono text-[10px] text-muted">({reports.length})</span>
+      </div>
+      <div className="max-h-[calc(100vh-26rem)] overflow-y-auto p-2">
+        {loading ? (
+          <div className="grid h-20 place-items-center"><RefreshCw className="h-4 w-4 animate-spin text-muted" /></div>
+        ) : empty ? (
+          <div className="flex flex-col items-center justify-center gap-2 px-3 py-10 text-center">
+            <History className="h-7 w-7 text-muted/40" strokeWidth={1.5} />
+            <div className="text-[11px] text-muted">暂无历史复盘</div>
+            <div className="text-[10px] text-muted/60">生成完成后自动归档</div>
+          </div>
+        ) : (
+          <div className="space-y-1">
+            {/* 生成中占位项:列表顶部,点击回到正在生成的流式内容 */}
+            {generating && (
+              <div
+                className={cn(
+                  'flex items-center gap-2 rounded px-2 py-2 cursor-pointer transition-colors',
+                  viewingId === null ? 'bg-accent/10 ring-1 ring-accent/20' : 'hover:bg-elevated/60',
+                )}
+                onClick={onBackToGenerating}
+              >
+                <div className="grid h-8 w-8 shrink-0 place-items-center rounded bg-accent/15">
+                  <RefreshCw className="h-3.5 w-3.5 animate-spin text-accent" />
+                </div>
+                <div className="min-w-0 flex-1">
+                  <div className="truncate text-[11px] font-medium text-accent">生成中…</div>
+                  <div className="mt-0.5 truncate text-[10px] text-secondary">AI 正在复盘今日盘面</div>
+                </div>
+              </div>
+            )}
+            {reports.map((r) => {
+              const color = scoreColor(r.emotion_score)
+              return (
+                <div
+                  key={r.id}
+                  className={cn(
+                    'group flex items-center gap-2 rounded px-2 py-2 cursor-pointer transition-colors',
+                    viewingId === r.id ? 'bg-accent/10 ring-1 ring-accent/20' : 'hover:bg-elevated/60',
+                  )}
+                  onClick={() => onView(r)}
+                >
+                  <div
+                    className="grid h-8 w-8 shrink-0 place-items-center rounded font-mono text-[10px] font-bold tabular-nums"
+                    style={{ color, backgroundColor: `${color}1a` }}
+                  >
+                    {r.emotion_score ?? '—'}
+                  </div>
+                  <div className="min-w-0 flex-1">
+                    <div className="flex items-center gap-1.5">
+                      <span className="truncate text-[11px] font-medium text-foreground">{r.emotion_label ?? '—'}</span>
+                      <span className="font-mono text-[10px] text-secondary">{r.as_of}</span>
+                    </div>
+                    <div className="mt-0.5 flex flex-wrap items-center gap-x-1.5 gap-y-0.5">
+                      {r.summary
+                        ? (() => {
+                            const pcts = parseIndexPcts(shortenIndexNames(r.summary).split('|')[0])
+                            if (pcts.length === 0) {
+                              return <span className="truncate text-[10px] text-secondary">{r.content.slice(0, 40)}</span>
+                            }
+                            return pcts.map((p) => (
+                              <span key={p.name} className="inline-flex items-center gap-0.5 text-[10px]">
+                                <span className="text-secondary">{p.name}</span>
+                                <span className={cn('font-mono font-medium tabular-nums', pctClass(p.pctNum))}>{p.pctStr}</span>
+                              </span>
+                            ))
+                          })()
+                        : <span className="truncate text-[10px] text-secondary">{r.content.slice(0, 40)}</span>}
+                    </div>
+                    {r.created_at && (
+                      <div className="mt-0.5 font-mono text-[9px] text-muted">{fmtArchivedAt(r.created_at)}</div>
+                    )}
+                  </div>
+                  <button
+                    onClick={(e) => { e.stopPropagation(); onDelete(r.id) }}
+                    className="shrink-0 p-1 text-muted opacity-0 transition-all hover:text-bear group-hover:opacity-100"
+                    title="删除"
+                  >
+                    <Trash2 className="h-3.5 w-3.5" />
+                  </button>
+                </div>
+              )
+            })}
+          </div>
+        )}
+      </div>
+    </div>
+  )
+}
@@ -424,7 +424,7 @@ export function Screener() {
    },
  })

-  // 开发用：重载策略文件
+  // 重新运行策略：重载策略文件 + 重跑全部策略，刷新符合条件的个股
  const reloadStrategies = useMutation({
    mutationFn: api.strategyReload,
    onSuccess: () => {
@@ -496,11 +496,11 @@ export function Screener() {
        subtitle="基于本地 enriched 表 · 毫秒级 SQL"
        right={
          <div className="flex items-center gap-2">
-            {/* 开发用：重载策略 */}
+            {/* 重新运行策略：重载策略文件并重跑全部策略，更新命中个股 */}
            <button
              onClick={() => reloadStrategies.mutate()}
              disabled={reloadStrategies.isPending}
-              title="重载策略文件（开发用）"
+              title="重新加载策略并运行全部策略，刷新当前符合条件的个股"
              className="inline-flex items-center gap-1.5 h-7 px-2.5 rounded-btn
                border border-border bg-surface text-xs font-medium text-muted
                hover:text-accent hover:border-accent/50 transition-colors cursor-pointer
@@ -5,7 +5,8 @@
 */
 import { useSearchParams } from 'react-router-dom'
 import { motion } from 'framer-motion'
-import { BarChart3, Radio, SlidersHorizontal, Sparkles, Settings2, Zap } from 'lucide-react'
+import { BarChart3, Key, Radio, SlidersHorizontal, Sparkles, Settings2, Zap } from 'lucide-react'
+import { SettingsKeysPanel } from './settings/Keys'
 import { SettingsAIPanel } from './settings/AI'
 import { SettingsMonitoringPanel } from './settings/Monitoring'
 import { SettingsExtPagesPanel } from './settings/ExtPages'
@@ -18,7 +19,7 @@ import { cn } from '@/lib/cn'
 // ===== Tab 定义 =====

 const TABS = [
-  // { key: 'account',    label: '数据源',     icon: Key,       panel: SettingsKeysPanel },
+  { key: 'account',    label: 'TickFlow',   icon: Key,       panel: SettingsKeysPanel },
  { key: 'ai',         label: 'AI 设置',    icon: Sparkles,  panel: SettingsAIPanel },
  { key: 'monitoring', label: '实时监控',   icon: Radio,     panel: SettingsMonitoringPanel },
  { key: 'ext-pages',  label: '扩展页面',   icon: BarChart3, panel: SettingsExtPagesPanel },
@@ -1,10 +1,318 @@
+import { useState } from 'react'
+import { useQuery } from '@tanstack/react-query'
+import { Sparkles, LineChart, History as HistoryIcon, Loader2, ExternalLink, Bell } from 'lucide-react'
+import { PageHeader } from '@/components/PageHeader'
+import { EmptyState } from '@/components/EmptyState'
+import { StockFinancialSearch } from '@/components/financials/StockFinancialSearch'
+import { StockPreviewDialog } from '@/components/StockPreviewDialog'
+import { LastStockChip } from '@/components/LastStockChip'
+import { AnalysisKChart, type PriceLevel, type LevelType } from '@/components/stock-analysis/AnalysisKChart'
+import { api } from '@/lib/api'
+import { useLastStock } from '@/lib/useLastStock'
+import { QK } from '@/lib/queryKeys'
+import { toast } from '@/components/Toast'
+import {
+  startAnalysis, findTodayReport, useHistoryReports,
+  deleteReport, openHistoryReport,
+} from '@/lib/stockAnalysisStore'
+
+/**
+ * 个股分析页 —— 日 K + 关键价位(压力/支撑/密集区/枢轴/前高前低)+ AI 四维分析。
+ *
+ * 与财务分析页的区别:
+ *  - 以【行情 + 关键价位】为视觉主体(专用日 K 图表,不复用个股对话框图表)
+ *  - AI 分析输出买卖区间 / 操作建议(非财务质量评级)
+ *  - 报告胶囊用蓝色系,与财务分析(紫色)并存
+ */
 export function StockAnalysis() {
+  const [symbol, setSymbol] = useState<string>('')
+  const [name, setName] = useState<string>('')
+  const [checking, setChecking] = useState(false)
+  const [confirmReport, setConfirmReport] = useState<{ id: string; created_at: string; focus: string } | null>(null)
+  const [showHistory, setShowHistory] = useState(false)
+  const [previewSymbol, setPreviewSymbol] = useState<string | null>(null)
+  const { last: lastStock, remember: rememberStock } = useLastStock('stock-analysis')
+
+  const onSelect = (sym: string, nm: string) => {
+    setSymbol(sym)
+    setName(nm)
+    setShowHistory(false)
+    setConfirmReport(null)
+    rememberStock(sym, nm)
+  }
+
+  const handleAnalyze = async () => {
+    if (!symbol || checking) return
+    setChecking(true)
+    try {
+      // 当日已分析过 → 二次确认(查看今日报告 / 重新分析)
+      const today = await findTodayReport(symbol)
+      if (today) {
+        setConfirmReport({ id: today.id, created_at: today.created_at, focus: today.focus })
+      } else {
+        await doAnalysis()
+      }
+    } catch {
+      await doAnalysis()
+    } finally {
+      setChecking(false)
+    }
+  }
+
+  const doAnalysis = async () => {
+    const r = await startAnalysis(symbol, name)
+    if (r.error) toast(r.error, 'error')
+  }
+
  return (
-    <div className="flex items-center justify-center h-full">
-      <div className="text-center">
-        <h2 className="text-lg text-secondary">个股分析</h2>
-        <p className="mt-2 text-sm text-muted">开发中...</p>
+    <>
+      <PageHeader
+        title="个股分析"
+        titleExtra={
+          <span className="inline-flex items-center rounded-full border border-amber-400/30 bg-amber-400/10 px-1.5 py-0.5 text-[9px] font-semibold uppercase tracking-wider text-amber-400">
+            Beta
+          </span>
+        }
+        subtitle="日 K · 关键价位 · AI 四维分析(技术 / 基本面 / 财务 / 消息面)"
+        right={
+          <div className="flex items-center gap-2">
+            <LastStockChip stock={lastStock} onSelect={onSelect} />
+            {symbol && (
+              <button
+                onClick={() => setShowHistory(v => !v)}
+                className="inline-flex items-center gap-1.5 px-3 py-1.5 rounded-btn border border-border text-secondary text-xs hover:text-foreground hover:bg-elevated transition-colors"
+              >
+                <HistoryIcon className="h-3.5 w-3.5" />
+                历史报告
+              </button>
+            )}
+          </div>
+        }
+      />
+
+      <div className="px-8 py-6 space-y-6 max-w-7xl">
+        {/* 搜索栏 */}
+        <div className="flex items-center gap-3">
+          <div className="w-72">
+            <StockFinancialSearch onSelect={onSelect} />
+          </div>
+          {symbol && (
+            <>
+              <button
+                onClick={() => setPreviewSymbol(symbol)}
+                title="查看个股日 K 详情"
+                className="group flex items-center gap-2 text-sm rounded-md px-1.5 py-0.5 -mx-1.5 hover:bg-elevated transition-colors"
+              >
+                <span className="text-foreground font-medium group-hover:text-sky-300 transition-colors">{name || symbol}</span>
+                <span className="text-[10px] font-mono text-muted">{symbol}</span>
+                <ExternalLink className="h-3 w-3 text-muted opacity-0 group-hover:opacity-100 transition-opacity" />
+              </button>
+              <button
+                onClick={handleAnalyze}
+                disabled={checking}
+                className="inline-flex items-center gap-1.5 px-3 py-1.5 rounded-btn bg-gradient-to-r from-sky-500/25 to-blue-500/15 border border-sky-400/30 text-sky-300 text-xs font-medium hover:from-sky-500/35 hover:to-blue-500/25 transition-all disabled:opacity-40 disabled:cursor-not-allowed"
+              >
+                {checking ? <Loader2 className="h-3.5 w-3.5 animate-spin" /> : <Sparkles className="h-3.5 w-3.5" />}
+                AI 个股分析
+              </button>
+              <button
+                onClick={() => toast('点位提醒功能开发中,敬请期待', 'error')}
+                className="inline-flex items-center gap-1.5 px-3 py-1.5 rounded-btn border border-border/40 bg-elevated/40 text-muted text-xs font-medium hover:border-border/70 hover:text-secondary transition-all"
+                title="当价格触及关键价位时提醒(开发中)"
+              >
+                <Bell className="h-3.5 w-3.5" />
+                点位提醒
+                <span className="rounded-full bg-amber-400/15 px-1.5 py-px text-[9px] font-semibold uppercase tracking-wider text-amber-400">
+                  开发中
+                </span>
+              </button>
+            </>
+          )}
+        </div>
+
+        {/* 主体 */}
+        {!symbol ? (
+          <EmptyState
+            icon={LineChart}
+            title="选择一只股票开始分析"
+            hint="搜索代码或名称,查看日 K 与关键价位,并可让 AI 进行技术面 / 基本面 / 财务面 / 消息面四维综合分析。"
+          />
+        ) : showHistory ? (
+          <HistoryList symbol={symbol} />
+        ) : (
+          <StockAnalysisBoard symbol={symbol} />
+        )}
+      </div>
+
+      {/* 二次确认:已有历史报告 */}
+      {confirmReport && (
+        <ConfirmModal
+          report={confirmReport}
+          onView={() => { openHistoryReport(confirmReport.id); setConfirmReport(null) }}
+          onRedo={async () => { setConfirmReport(null); await doAnalysis() }}
+          onClose={() => setConfirmReport(null)}
+        />
+      )}
+
+      {/* 个股日 K 详情对话框(点击名称/代码打开) */}
+      <StockPreviewDialog
+        symbol={previewSymbol}
+        name={previewSymbol === symbol ? name : undefined}
+        triggerInfo={null}
+        onClose={() => setPreviewSymbol(null)}
+      />
+    </>
+  )
+}
+
+// ===== 分析看板:日 K + 关键价位 =====
+function StockAnalysisBoard({ symbol }: { symbol: string }) {
+  const kline = useQuery({
+    queryKey: ['kline', symbol, ''],
+    queryFn: () => api.klineDaily(symbol, 250),
+    enabled: !!symbol,
+    staleTime: 60_000,
+  })
+
+  const levelsQ = useQuery({
+    queryKey: QK.stockLevels(symbol),
+    queryFn: () => api.stockAnalysisLevels(symbol, 250),
+    enabled: !!symbol,
+    staleTime: 60_000,
+  })
+
+  if (kline.isLoading) {
+    return <div className="flex items-center justify-center py-20"><Loader2 className="h-5 w-5 animate-spin text-muted" /></div>
+  }
+
+  const rows = kline.data?.rows ?? []
+  if (rows.length === 0) {
+    return <EmptyState icon={LineChart} title="暂无日 K 数据" hint="该标的尚未同步日 K,请先在数据页或自选页同步。" />
+  }
+
+  const levels = (levelsQ.data?.levels ?? {}) as Record<LevelType, PriceLevel[]>
+
+  // 涨跌色:最后一根 K 线收 vs 前一根收(无前日则按开收判断)
+  const last = rows[rows.length - 1]
+  const prev = rows[rows.length - 2]
+  const curClose = levelsQ.data?.close
+  const isUp = prev ? (last.close >= prev.close) : (last.close >= last.open)
+
+  return (
+    <div className="rounded-card border border-border/60 bg-surface/40 overflow-hidden">
+      <div className="px-4 py-3 border-b border-border/40">
+        <div className="flex items-center justify-between gap-2">
+          <div className="flex items-center gap-2 min-w-0">
+            <LineChart className="h-4 w-4 text-sky-400 shrink-0" />
+            <span className="text-sm font-medium text-foreground">关键价位分析</span>
+          </div>
+          <div className="flex items-baseline gap-2 shrink-0">
+            <span className="text-[10px] text-muted">{rows.length} 个交易日</span>
+            <span className="text-[10px] text-muted/60">·</span>
+            <span className="text-[10px] text-muted">当前价</span>
+            <span className={`text-base font-mono font-bold ${isUp ? 'text-bull' : 'text-bear'}`}>
+              {curClose?.toFixed(2) ?? '—'}
+            </span>
+          </div>
+        </div>
+      </div>
+      <div className="p-3">
+        <AnalysisKChart
+          rows={rows}
+          levels={levels}
+          series={levelsQ.data?.series}
+          seriesDates={levelsQ.data?.dates}
+          defaultLevelTypes={['sr', 'pivot', 'keltner_s']}
+          height={480}
+        />
      </div>
    </div>
  )
 }
+
+// ===== 历史报告列表 =====
+function HistoryList({ symbol }: { symbol: string }) {
+  const { reports, loaded } = useHistoryReports()
+  const mine = reports.filter(r => r.symbol === symbol)
+
+  if (!loaded) {
+    return <div className="flex items-center justify-center py-20"><Loader2 className="h-5 w-5 animate-spin text-muted" /></div>
+  }
+  if (mine.length === 0) {
+    return <EmptyState icon={HistoryIcon} title="暂无历史报告" hint={`还没有 ${symbol} 的个股分析报告,点击「AI 个股分析」生成第一份。`} />
+  }
+
+  return (
+    <div className="space-y-2">
+      {mine.map(r => (
+        <div key={r.id} className="rounded-card border border-border/60 bg-surface/40 p-3 hover:border-border transition-colors">
+          <div className="flex items-center justify-between gap-3">
+            <button onClick={() => openHistoryReport(r.id)} className="flex-1 text-left min-w-0">
+              <div className="flex items-center gap-2">
+                <span className="text-xs text-secondary">{fmtRelative(r.created_at)}</span>
+                {r.close && <span className="text-[10px] font-mono text-muted">价 {r.close.toFixed(2)}</span>}
+                {r.focus && <span className="text-[10px] text-sky-300/70 truncate">关注: {r.focus}</span>}
+              </div>
+              <div className="mt-1 text-xs text-muted truncate">{r.summary || '点击查看完整报告'}</div>
+            </button>
+            <button
+              onClick={() => { deleteReport(r.id); toast('已删除', 'success') }}
+              className="shrink-0 text-[10px] text-muted hover:text-danger transition-colors px-2 py-1"
+            >
+              删除
+            </button>
+          </div>
+        </div>
+      ))}
+    </div>
+  )
+}
+
+// ===== 二次确认弹窗 =====
+function ConfirmModal({ report, onView, onRedo, onClose }: {
+  report: { id: string; created_at: string; focus: string }
+  onView: () => void
+  onRedo: () => void
+  onClose: () => void
+}) {
+  return (
+    <div className="fixed inset-0 z-50 flex items-center justify-center bg-black/50 backdrop-blur-sm p-4" onClick={onClose}>
+      <div
+        className="w-full max-w-sm bg-surface border border-border rounded-2xl p-5 shadow-2xl"
+        onClick={e => e.stopPropagation()}
+      >
+        <div className="flex items-center gap-2 mb-2">
+          <HistoryIcon className="h-4 w-4 text-sky-400" />
+          <span className="text-sm font-medium text-foreground">该个股已有分析报告</span>
+        </div>
+        <p className="text-xs text-secondary leading-relaxed mb-1">
+          最近一次报告生成于 <span className="text-foreground">{fmtRelative(report.created_at)}</span>。
+        </p>
+        {report.focus && <p className="text-xs text-muted mb-1">关注点: {report.focus}</p>}
+        <p className="text-xs text-muted mb-4">可直接查看历史,或重新生成一份新报告。</p>
+        <div className="flex gap-2">
+          <button onClick={onView}
+            className="flex-1 h-8 rounded-lg bg-elevated border border-border text-xs text-secondary hover:text-foreground transition-colors">
+            查看历史
+          </button>
+          <button onClick={onRedo}
+            className="flex-1 h-8 rounded-lg bg-gradient-to-r from-sky-500/20 to-blue-500/15 border border-sky-400/30 text-xs text-sky-300 hover:from-sky-500/30 transition-all">
+            重新分析
+          </button>
+        </div>
+      </div>
+    </div>
+  )
+}
+
+function fmtRelative(iso: string): string {
+  try {
+    const t = new Date(iso).getTime()
+    const diff = Date.now() - t
+    if (diff < 60_000) return '刚刚'
+    if (diff < 3600_000) return `${Math.floor(diff / 60_000)} 分钟前`
+    if (diff < 86400_000) return `${Math.floor(diff / 3600_000)} 小时前`
+    if (diff < 7 * 86400_000) return `${Math.floor(diff / 86400_000)} 天前`
+    return new Date(iso).toLocaleDateString('zh-CN')
+  } catch { return iso }
+}
@@ -1,165 +0,0 @@
-import { useEffect, useState } from 'react'
-import { useNavigate } from 'react-router-dom'
-import { useQuery } from '@tanstack/react-query'
-import { motion } from 'framer-motion'
-import { Shield, Lock, ArrowRight, AlertCircle, Loader2 } from 'lucide-react'
-import { api } from '@/lib/api'
-import { Logo } from '@/components/Logo'
-
-const BRAND = '#8B5CF6'
-
-export function Verify() {
-  const navigate = useNavigate()
-  const [uuid, setUuid] = useState('')
-  const [error, setError] = useState('')
-  const [loading, setLoading] = useState(false)
-
-  const { data: status, isLoading: statusLoading } = useQuery({
-    queryKey: ['access-auth-status'],
-    queryFn: () => api.accessAuthStatus(),
-  })
-
-  // 已验证 或 未启用门控,直接进首页
-  useEffect(() => {
-    if (status && (!status.enabled || status.verified)) {
-      navigate('/', { replace: true })
-    }
-  }, [status, navigate])
-
-  const handleSubmit = async (e: React.FormEvent) => {
-    e.preventDefault()
-    const value = uuid.trim()
-    if (!value) {
-      setError('请输入访问密钥')
-      return
-    }
-    setLoading(true)
-    setError('')
-    try {
-      const res = await api.verifyAccessUuid(value)
-      if (res.valid && res.token) {
-        localStorage.setItem('access_token', res.token)
-        localStorage.setItem('access_role', res.role || 'user')
-        if (res.role === 'admin') {
-          navigate('/admin/uuids', { replace: true })
-        } else {
-          navigate('/', { replace: true })
-        }
-      } else {
-        setError('访问密钥无效,请检查后重试')
-      }
-    } catch (err: any) {
-      setError(err?.message || '验证失败,请稍后重试')
-    } finally {
-      setLoading(false)
-    }
-  }
-
-  return (
-    <div className="relative min-h-screen bg-base overflow-hidden flex flex-col">
-      {/* 背景光晕 */}
-      <div className="pointer-events-none absolute inset-0 overflow-hidden">
-        <div
-          className="absolute -top-40 -left-40 h-[28rem] w-[28rem] rounded-full blur-[120px] opacity-20"
-          style={{ background: `radial-gradient(circle, ${BRAND}, transparent 70%)` }}
-        />
-        <div
-          className="absolute -bottom-40 -right-32 h-[26rem] w-[26rem] rounded-full blur-[120px] opacity-15"
-          style={{ background: 'radial-gradient(circle, hsl(var(--accent)), transparent 70%)' }}
-        />
-        <div
-          className="absolute inset-0 opacity-[0.025]"
-          style={{
-            backgroundImage:
-              'linear-gradient(hsl(var(--fg-primary)) 1px, transparent 1px), linear-gradient(90deg, hsl(var(--fg-primary)) 1px, transparent 1px)',
-            backgroundSize: '40px 40px',
-          }}
-        />
-      </div>
-
-      {/* 顶栏 */}
-      <header className="relative z-10 flex items-center justify-between px-6 py-4 border-b border-border">
-        <div className="flex items-center gap-2.5 text-foreground">
-          <Logo
-            size={24}
-            className="shrink-0"
-            style={{ color: BRAND, filter: `drop-shadow(0 0 8px ${BRAND}55)` }}
-          />
-          <span className="text-sm font-semibold tracking-tight">Stock Panel</span>
-        </div>
-      </header>
-
-      {/* 验证卡片 */}
-      <main className="relative z-10 flex-1 flex items-center justify-center px-6 py-10">
-        {statusLoading ? (
-          <div className="flex items-center justify-center">
-            <Loader2 className="h-8 w-8 animate-spin text-accent" />
-          </div>
-        ) : (
-        <motion.div
-          initial={{ opacity: 0, y: 16 }}
-          animate={{ opacity: 1, y: 0 }}
-          transition={{ duration: 0.35, ease: [0.16, 1, 0.3, 1] }}
-          className="w-full max-w-md"
-        >
-          <div className="rounded-card border border-border bg-surface/80 backdrop-blur-sm p-6">
-            <div className="flex flex-col items-center text-center">
-              <div
-                className="rounded-2xl p-4 border border-border"
-                style={{ background: `linear-gradient(135deg, ${BRAND}22, transparent)` }}
-              >
-                <Shield className="h-8 w-8" style={{ color: BRAND }} />
-              </div>
-              <h1 className="mt-5 text-2xl font-bold text-foreground tracking-tight">
-                请输入访问密钥
-              </h1>
-              <p className="mt-2 text-sm text-secondary leading-relaxed">
-                当前环境已启用访问门控,请输入管理员令牌或访问 UUID 后继续。
-              </p>
-            </div>
-
-            <form onSubmit={handleSubmit} className="mt-6 space-y-4">
-              <div className="relative">
-                <div className="absolute left-3 top-1/2 -translate-y-1/2 text-muted">
-                  <Lock className="h-4 w-4" />
-                </div>
-                <input
-                  type="text"
-                  autoComplete="off"
-                  placeholder="输入管理员令牌或访问 UUID"
-                  value={uuid}
-                  onChange={(e) => {
-                    setUuid(e.target.value)
-                    if (error) setError('')
-                  }}
-                  className="w-full pl-9 pr-3 py-2.5 rounded-input bg-base border border-border text-sm font-mono focus:outline-none focus:border-accent focus:ring-1 focus:ring-accent/30 transition-all"
-                />
-              </div>
-
-              {error && (
-                <div className="flex items-start gap-2 rounded-btn border border-danger/30 bg-danger/10 px-3 py-2.5 text-xs text-danger">
-                  <AlertCircle className="h-3.5 w-3.5 mt-px shrink-0" />
-                  <span>{error}</span>
-                </div>
-              )}
-
-              <button
-                type="submit"
-                disabled={loading}
-                className="w-full inline-flex items-center justify-center gap-2 px-5 h-11 rounded-xl bg-accent text-white text-sm font-semibold shadow-lg shadow-accent/20 hover:bg-accent/90 hover:shadow-accent/30 disabled:opacity-60 transition-all"
-              >
-                {loading ? (
-                  <Loader2 className="h-4 w-4 animate-spin" />
-                ) : (
-                  <ArrowRight className="h-4 w-4" />
-                )}
-                {loading ? '验证中…' : '进入系统'}
-              </button>
-            </form>
-          </div>
-        </motion.div>
-        )}
-      </main>
-    </div>
-  )
-}
@@ -1,7 +1,7 @@
 import React, { useState, useCallback, useRef, useEffect, useMemo } from 'react'
 import { useQuery, useMutation, useQueryClient } from '@tanstack/react-query'
 import { motion, AnimatePresence } from 'framer-motion'
-import { Trash2, RefreshCw, Star, X, Search, LayoutGrid, List, Settings2, Plus, Check, Filter, Eye, EyeOff, Minus } from 'lucide-react'
+import { Trash2, RefreshCw, Star, X, Search, LayoutGrid, List, Settings2, Plus, Check, Filter, Eye, EyeOff, Minus, ChevronsUp } from 'lucide-react'
 import { api, type KlineRow } from '@/lib/api'
 import { QK } from '@/lib/queryKeys'
 import { storage } from '@/lib/storage'
@@ -16,6 +16,7 @@ import { MiniCandlestick } from '@/components/stock-table/MiniCandlestick'
 import { boardTag, renderBuiltinDataCell } from '@/components/stock-table/primitives'
 import { getSignals, signalCls, getSortValue, UNSORTABLE_KEYS } from '@/lib/stock-table'
 import { resolveCandleConfig } from '@/lib/list-columns'
+import { useQuoteStatus } from '@/lib/useSharedQueries'
 import {
  type ColumnConfig,
  BUILTIN_COLUMNS,
@@ -295,6 +296,27 @@ function StockSearchBox({
  )
 }

+// ===== 实时监控圆点 =====
+// 自选页 symbol 列代码后的小圆点, 标识该标的正在被实时行情监控 (Free/低档按自选监控模式)。
+// 视觉: 内圈实心点 + 外圈 animate-ping 扩散晕, 语义=「在线/活动」。
+// 配色用 accent (电光蓝) 而非绿/红: 项目设计规范规定红绿仅用于价格/K线,
+// UI 状态用 accent, 避免与 A 股涨跌色混淆。
+// 全市场模式 (Starter+) 不显示 —— 全部都在监控, 标记无信息量。
+function RealtimeDot({ title = '实时监控中' }: { title?: string }) {
+  return (
+    <span
+      title={title}
+      className="relative inline-flex h-2 w-2 shrink-0"
+      aria-label={title}
+    >
+      {/* 外圈: 扩散晕 (ping 动画) */}
+      <span className="absolute inline-flex h-full w-full rounded-full bg-accent/60 animate-ping motion-reduce:hidden" />
+      {/* 内圈: 实心点 + 微辉光 */}
+      <span className="relative inline-flex rounded-full h-2 w-2 bg-accent shadow-[0_0_5px_rgba(61,214,140,0.6)]" />
+    </span>
+  )
+}
+
 // ===== 卡片组件 =====

 function StockCard({
@@ -309,6 +331,7 @@ function StockCard({
  extCols,
  expandedCells,
  onToggleExpand,
+  isMonitored,
 }: {
  r: any
  candleRows: KlineRow[]
@@ -321,6 +344,7 @@ function StockCard({
  extCols: ColumnConfig[]
  expandedCells: Set<string>
  onToggleExpand: (key: string) => void
+  isMonitored?: boolean
 }) {
  const board = boardTag(r.symbol)
  const price = r.rt_price ?? r.close
@@ -394,6 +418,7 @@ function StockCard({
              {r.consecutive_limit_ups === 1 ? '首板' : `${r.consecutive_limit_ups}连`}
            </span>
          )}
+          {isMonitored && <span className="ml-auto"><RealtimeDot /></span>}
        </div>

        {/* 第二行: 大价格 + 涨跌幅胶囊 */}
@@ -591,6 +616,18 @@ export function Watchlist() {
    },
  })

+  const moveToTop = useMutation({
+    mutationFn: (sym: string) => api.watchlistMoveToTop(sym),
+    onSuccess: (data) => {
+      qc.setQueryData(QK.watchlist, data)
+      qc.invalidateQueries({ queryKey: QK.watchlist })
+      qc.invalidateQueries({ queryKey: ['watchlist-enriched'] })
+      qc.invalidateQueries({ queryKey: ['watchlist-kline-batch'] })
+      qc.invalidateQueries({ queryKey: QK.preferences })
+      qc.invalidateQueries({ queryKey: QK.quoteStatus })
+    },
+  })
+
  const clearAll = useMutation({
    mutationFn: () => api.watchlistClear(),
    onSuccess: () => {
@@ -610,6 +647,20 @@ export function Watchlist() {
  const allSymbols = list.data?.symbols?.map(s => s.symbol) ?? []
  const rows = enriched.data?.rows ?? []

+  // 实时监控圆点: 仅 Free/低档 "按自选股实时监控" 模式 (mode === 'watchlist') 下显示;
+  // Starter+ 全市场模式 (mode === 'full_market') 全部标的都在监控, 标圆点无意义, 故不显示。
+  // 后端 Free 档实际只监控自选页前 N 个 (N = watchlist_symbol_count), 顺序与 allSymbols 一致。
+  const quoteStatus = useQuoteStatus()
+  const realtimeRunning = quoteStatus.data?.running ?? false
+  const realtimeMode = quoteStatus.data?.mode
+  const watchlistMonitoredCount = quoteStatus.data?.watchlist_symbol_count ?? 0
+  const showRealtimeDot = realtimeRunning && realtimeMode === 'watchlist'
+  // 真正被监控的标的集合 (自选列表前 watchlistMonitoredCount 个)
+  const monitoredSymbols = useMemo(
+    () => showRealtimeDot ? new Set(allSymbols.slice(0, watchlistMonitoredCount)) : new Set<string>(),
+    [showRealtimeDot, allSymbols, watchlistMonitoredCount],
+  )
+
  // ===== 筛选 =====
  const [filterOpen, setFilterOpen] = useState(false)
  const [filters, setFilters] = useState<Record<string, { min?: string; max?: string; text?: string }>>({})
@@ -717,11 +768,34 @@ export function Watchlist() {
    [visibleColumns]
  )

+  // 被过滤掉的个股数 (筛选/板块过滤导致的隐藏)
+  const hiddenCount = Math.max(0, allSymbols.length - sortedRows.length)
+
  return (
    <div className="flex flex-col h-full">
      <PageHeader
        title="自选股"
-        subtitle={`${sortedRows.length}/${allSymbols.length} 只`}
+        titleExtra={
+          <span className="inline-flex items-center gap-1.5">
+            {/* 计数胶囊: 显示数/总数, mono 字体突出数字 */}
+            <span className="inline-flex items-baseline gap-0.5 px-2 py-0.5 rounded-md bg-elevated/70 text-[11px]">
+              <span className="font-mono font-semibold text-secondary tabular-nums">{sortedRows.length}</span>
+              <span className="text-muted/50">/</span>
+              <span className="font-mono text-muted tabular-nums">{allSymbols.length}</span>
+              <span className="text-muted/60 ml-0.5">只</span>
+            </span>
+            {/* 过滤提示: 仅在有隐藏时出现, 柔和橙色融入整体 */}
+            {hiddenCount > 0 && (
+              <span
+                className="inline-flex items-center gap-1 px-1.5 py-0.5 rounded-md text-[10px] font-medium bg-warning/12 text-warning/90 border border-warning/25 whitespace-nowrap"
+                title={`当前有 ${hiddenCount} 只被筛选条件隐藏,清除筛选可查看全部`}
+              >
+                <Filter className="h-2.5 w-2.5" />
+                已过滤 {hiddenCount}
+              </span>
+            )}
+          </span>
+        }
        right={
          <div className="flex items-center gap-2">
            {/* 筛选 / 搜索 */}
@@ -934,6 +1008,7 @@ export function Watchlist() {
                              {board.label}
                            </span>
                          ) : null}
+                          {monitoredSymbols.has(r.symbol) && <span className="ml-2"><RealtimeDot /></span>}
                        </button>
                        {/* 删除入口：默认减号图标，二次确认时替换为确定按钮 */}
                        <div className="ml-auto pl-1 shrink-0">
@@ -953,13 +1028,25 @@ export function Watchlist() {
                              </button>
                            </div>
                          ) : (
-                            <button
-                              onClick={() => setConfirmRemove(r.symbol)}
-                              className="p-0.5 text-muted hover:text-danger transition-colors duration-150 ease-smooth"
-                              aria-label="移除"
-                            >
-                              <Minus className="h-3.5 w-3.5" />
-                            </button>
+                            <div className="flex items-center gap-1">
+                              <button
+                                onClick={() => setConfirmRemove(r.symbol)}
+                                className="p-0.5 text-muted hover:text-danger transition-colors duration-150 ease-smooth"
+                                aria-label="移除"
+                                title="移除"
+                              >
+                                <Minus className="h-3.5 w-3.5" />
+                              </button>
+                              <button
+                                onClick={() => moveToTop.mutate(r.symbol)}
+                                disabled={moveToTop.isPending || allSymbols[0] === r.symbol}
+                                className="p-0.5 text-muted hover:text-accent transition-colors duration-150 ease-smooth disabled:opacity-30 disabled:hover:text-muted"
+                                aria-label="移到顶部"
+                                title="移到顶部"
+                              >
+                                <ChevronsUp className="h-3.5 w-3.5" />
+                              </button>
+                            </div>
                          )}
                        </div>
                      </div>
@@ -1032,6 +1119,7 @@ export function Watchlist() {
                  extCols={visibleExtCols}
                  expandedCells={expandedCells}
                  onToggleExpand={handleToggleExpand}
+                  isMonitored={monitoredSymbols.has(r.symbol)}
                />
              ))}
            </div>
@@ -1,7 +1,7 @@
 import { useState, useMemo, useEffect, useRef, type ReactNode } from 'react'
 import { useQuery } from '@tanstack/react-query'
 import { motion } from 'framer-motion'
-import { Play, FlaskConical, Clock, Loader2, Square, Search, Plus, X, SlidersHorizontal, BarChart3, Gauge, Zap } from 'lucide-react'
+import { Play, FlaskConical, Clock, Loader2, Square, Search, Plus, X, SlidersHorizontal, BarChart3, Gauge, Zap, ListPlus } from 'lucide-react'
 import {
  api,
  type StrategyBacktestResult,
@@ -19,6 +19,7 @@ import { SignalPicker } from '@/components/screener/SignalPicker'
 import { startBacktest, stopBacktest, tryReconnect, useBacktestTask } from '@/lib/backtestTask'
 import { useDataStatus, useCapabilities } from '@/lib/useSharedQueries'
 import { EmptyState } from '@/components/EmptyState'
+import { WarmupBadge } from '@/components/WarmupBadge'
 import { DatePicker } from '@/components/DatePicker'
 import { StrategyNavChart } from './charts/StrategyNavChart'
 import { ReturnDistributionChart } from './charts/ReturnDistributionChart'
@@ -154,6 +155,7 @@ const buildDefaultOverrides = (detail: StrategyDetail) => ({
  exit_signals: detail.exit_signals.map(toSignalId),
  scoring: { ...detail.scoring },
  stop_loss: detail.stop_loss,
+  take_profit: detail.take_profit,
  trailing_stop: detail.trailing_stop,
  trailing_take_profit_activate: detail.trailing_take_profit_activate,
  trailing_take_profit_drawdown: detail.trailing_take_profit_drawdown,
@@ -192,6 +194,7 @@ function ExitReasonBadge({ reason }: { reason: string }) {
  const config: Record<string, { label: string; cls: string }> = {
    signal: { label: '信号', cls: 'bg-accent/10 text-accent border-accent/30' },
    stop_loss: { label: '止损', cls: 'bg-red-500/10 text-red-400 border-red-500/30' },
+    take_profit: { label: '止盈', cls: 'bg-emerald-500/10 text-emerald-400 border-emerald-500/30' },
    trailing_stop: { label: '移损', cls: 'bg-orange-500/10 text-orange-400 border-orange-500/30' },
    trailing_take_profit: { label: '回撤止盈', cls: 'bg-emerald-500/10 text-emerald-400 border-emerald-500/30' },
    max_hold: { label: '超期', cls: 'bg-amber-400/10 text-amber-400 border-amber-400/30' },
@@ -517,6 +520,12 @@ function StockPoolPicker({ value, onChange }: { value: string; onChange: (value:
    staleTime: 30_000,
  })
  const results = search.data?.results ?? []
+  // 自选列表 — 供「从自选导入」一键填入回测范围
+  const watchlist = useQuery({
+    queryKey: QK.watchlist,
+    queryFn: () => api.watchlistList(),
+    staleTime: 30_000,
+  })

  useEffect(() => {
    if (results.length === 0) return
@@ -545,43 +554,84 @@ function StockPoolPicker({ value, onChange }: { value: string; onChange: (value:
    setOpen(false)
  }
  const removeSymbol = (symbol: string) => setSymbols(symbols.filter(s => s !== symbol))
+  // 一键导入自选: 合并去重, 顺带回填股票名
+  const importFromWatchlist = () => {
+    const entries = watchlist.data?.symbols ?? []
+    if (entries.length === 0) return
+    setSymbolNames(prev => {
+      const next = { ...prev }
+      entries.forEach(e => { if (e.name) next[e.symbol] = e.name })
+      return next
+    })
+    setSymbols([...symbols, ...entries.map(e => e.symbol)])
+  }
+  const watchlistCount = watchlist.data?.symbols?.length ?? 0

  return (
    <div className="space-y-2" ref={ref}>
-      <div className="relative">
-        <Search className="pointer-events-none absolute left-2.5 top-1/2 h-3.5 w-3.5 -translate-y-1/2 text-muted" />
-        <input
-          type="text"
-          value={query}
-          onChange={e => { setQuery(e.target.value); setOpen(true) }}
-          onFocus={() => { if (query.trim()) setOpen(true) }}
-          placeholder="搜索股票名称/代码添加股票池"
-          className="w-full rounded-input border border-border bg-surface py-1.5 pl-8 pr-2.5 text-xs focus:border-accent focus:outline-none"
-        />
-        {open && results.length > 0 && (
-          <div className="absolute left-0 right-0 top-full z-50 mt-1 max-h-56 overflow-y-auto rounded-card border border-border bg-base shadow-xl">
-            {results.map(r => {
-              const added = symbols.includes(r.symbol)
-              return (
-                <button
-                  key={r.symbol}
-                  type="button"
-                  disabled={added}
-                  onClick={() => addSymbol(r.symbol, r.name)}
-                  className={`flex w-full items-center gap-2 px-3 py-2 text-left text-xs transition-colors ${added ? 'cursor-default text-muted' : 'text-foreground hover:bg-elevated'}`}
-                >
-                  <span className="w-[78px] shrink-0 font-mono">{r.symbol}</span>
-                  <span className="min-w-0 flex-1 truncate text-secondary">{r.name}</span>
-                  <Plus className={`h-3.5 w-3.5 ${added ? 'opacity-30' : 'text-accent'}`} />
-                </button>
-              )
-            })}
-          </div>
-        )}
+      <div className="flex items-center gap-2">
+        <div className="relative flex-1">
+          <Search className="pointer-events-none absolute left-2.5 top-1/2 h-3.5 w-3.5 -translate-y-1/2 text-muted" />
+          <input
+            type="text"
+            value={query}
+            onChange={e => { setQuery(e.target.value); setOpen(true) }}
+            onFocus={() => { if (query.trim()) setOpen(true) }}
+            placeholder="搜索股票名称/代码添加股票池"
+            className="w-full rounded-input border border-border bg-surface py-1.5 pl-8 pr-2.5 text-xs focus:border-accent focus:outline-none"
+          />
+          {open && results.length > 0 && (
+            <div className="absolute left-0 right-0 top-full z-50 mt-1 max-h-56 overflow-y-auto rounded-card border border-border bg-base shadow-xl">
+              {results.map(r => {
+                const added = symbols.includes(r.symbol)
+                return (
+                  <button
+                    key={r.symbol}
+                    type="button"
+                    disabled={added}
+                    onClick={() => addSymbol(r.symbol, r.name)}
+                    className={`flex w-full items-center gap-2 px-3 py-2 text-left text-xs transition-colors ${added ? 'cursor-default text-muted' : 'text-foreground hover:bg-elevated'}`}
+                  >
+                    <span className="w-[78px] shrink-0 font-mono">{r.symbol}</span>
+                    <span className="min-w-0 flex-1 truncate text-secondary">{r.name}</span>
+                    <Plus className={`h-3.5 w-3.5 ${added ? 'opacity-30' : 'text-accent'}`} />
+                  </button>
+                )
+              })}
+            </div>
+          )}
+        </div>
+        {/* 操作按钮 — 紧贴输入框右侧 */}
+        <div className="flex shrink-0 items-center gap-1.5">
+          {/* 当前范围 — 有范围显示个数, 无范围显示全市场 */}
+          <span className={`whitespace-nowrap text-[11px] font-medium ${symbols.length === 0 ? 'text-amber-400' : 'text-accent'}`}>
+            {symbols.length === 0 ? '全市场' : `共 ${symbols.length} 只`}
+          </span>
+          <button
+            type="button"
+            onClick={importFromWatchlist}
+            disabled={watchlist.isLoading || watchlistCount === 0}
+            className="inline-flex items-center gap-1 whitespace-nowrap rounded-input border border-border bg-surface px-2 py-1.5 text-[11px] text-secondary transition-colors hover:border-accent/50 hover:text-foreground disabled:cursor-not-allowed disabled:opacity-50"
+            title="把自选列表的个股加入回测范围"
+          >
+            <ListPlus className="h-3 w-3" />
+            {watchlist.isLoading ? '加载…' : watchlistCount === 0 ? '自选空' : `导入自选(${watchlistCount})`}
+          </button>
+          <button
+            type="button"
+            onClick={() => setSymbols([])}
+            disabled={symbols.length === 0}
+            className="inline-flex items-center gap-1 whitespace-nowrap rounded-input border border-border bg-surface px-2 py-1.5 text-[11px] text-secondary transition-colors hover:border-danger/50 hover:text-danger disabled:cursor-not-allowed disabled:opacity-50"
+            title="清空回测范围"
+          >
+            <X className="h-3 w-3" />
+            清空
+          </button>
+        </div>
      </div>
      <div className="flex flex-wrap gap-1.5">
        {symbols.length === 0 ? (
-          <span className="text-[11px] font-medium text-amber-400">留空 = 全市场，由基础过滤和策略条件筛选。</span>
+          <span className="text-[11px] text-muted">默认全市场回测，由基础过滤和策略条件筛选。</span>
        ) : symbols.map(symbol => {
          const name = symbolNames[symbol]
          return (
@@ -611,6 +661,7 @@ export function StrategyBacktest() {
  const [entryFill, setEntryFill] = useState<'close_t' | 'open_t+1'>(saved?.entryFill ?? saved?.matching ?? 'open_t+1')
  const [exitFill, setExitFill] = useState<'close_t' | 'open_t+1'>(saved?.exitFill ?? saved?.matching ?? 'close_t')
  const [fees, setFees] = useState(saved?.fees ?? '2')
+  const [slippage, setSlippage] = useState(saved?.slippage ?? '5')
  const [maxPositions, setMaxPositions] = useState(saved?.maxPositions ?? '10')
  const [maxExposure, setMaxExposure] = useState(saved?.maxExposure ?? '100')
  const [initialCapital, setInitialCapital] = useState(saved?.initialCapital ?? '1000000')
@@ -716,6 +767,7 @@ export function StrategyBacktest() {
        entryFill,
        exitFill,
        fees,
+        slippage,
        maxPositions,
        maxExposure,
        initialCapital,
@@ -740,6 +792,7 @@ export function StrategyBacktest() {
      entry_fill: entryFill,
      exit_fill: exitFill,
      fees_pct: Number(fees) / 10000,
+      slippage_bps: Number(slippage),
      max_positions: Number(maxPositions),
      max_exposure_pct: Number(maxExposure) / 100,
      initial_capital: Number(initialCapital),
@@ -899,6 +952,7 @@ export function StrategyBacktest() {
  const scoreMinValue = overrides.score_min == null ? '' : String(overrides.score_min)
  const scoreMaxValue = overrides.score_max == null ? '' : String(overrides.score_max)
  const stopLossPct = overrides.stop_loss == null ? '' : String(Math.abs(Number(overrides.stop_loss)) * 100)
+  const takeProfitPct = overrides.take_profit == null ? '' : String(Math.abs(Number(overrides.take_profit)) * 100)
  const trailingStopPct = overrides.trailing_stop == null ? '' : String(Math.abs(Number(overrides.trailing_stop)) * 100)
  const trailingTakeProfitActivatePct = overrides.trailing_take_profit_activate == null ? '' : String(Math.abs(Number(overrides.trailing_take_profit_activate)) * 100)
  const trailingTakeProfitDrawdownPct = overrides.trailing_take_profit_drawdown == null ? '' : String(Math.abs(Number(overrides.trailing_take_profit_drawdown)) * 100)
@@ -942,6 +996,7 @@ export function StrategyBacktest() {
        `卖点 ${exitSignals.length}`,
        scoreFilterSummary,
        stopLossPct !== '' ? `止损 ${stopLossPct}%` : '止损未设',
+        takeProfitPct !== '' ? `止盈 ${takeProfitPct}%` : '止盈未设',
        trailingStopPct !== '' ? `移损 ${trailingStopPct}%` : '移损未设',
        trailingTakeProfitActivatePct !== '' && trailingTakeProfitDrawdownPct !== '' ? `回撤 ${trailingTakeProfitActivatePct}-${trailingTakeProfitDrawdownPct}点` : '回撤未设',
        maxHoldDaysValue !== '' ? `最长 ${maxHoldDaysValue}天` : '不限持仓',
@@ -1090,7 +1145,10 @@ export function StrategyBacktest() {

        <div className="rounded-btn border border-border bg-surface p-2.5">
          <div className="flex items-center justify-between gap-2">
-            <div className="text-xs font-medium text-foreground">回测区间</div>
+            <div className="flex items-center gap-1.5">
+              <div className="text-xs font-medium text-foreground">回测区间</div>
+              <WarmupBadge />
+            </div>
            <span className="shrink-0 rounded-full border border-accent/25 bg-accent/10 px-2 py-0.5 text-[10px] font-medium text-accent">
              {rangeTitle}
            </span>
@@ -1241,6 +1299,10 @@ export function StrategyBacktest() {
            <label className="text-xs font-medium text-secondary block mb-1.5">佣金(万分之)</label>
            <input type="number" value={fees} onChange={e => setFees(e.target.value)} className={INPUT_CLS} />
          </div>
+          <div>
+            <label className="text-xs font-medium text-secondary block mb-1.5">滑点(万分之)</label>
+            <input type="number" min={0} value={slippage} onChange={e => setSlippage(e.target.value)} className={INPUT_CLS} />
+          </div>
        </div>
        )}
        {simMode === 'position' && (
@@ -1481,6 +1543,9 @@ export function StrategyBacktest() {
                {result.strategy_info.stop_loss != null && (
                  <span className="text-[10px] text-secondary">止损 {fmtPct(result.strategy_info.stop_loss)}</span>
                )}
+                {result.strategy_info.take_profit != null && (
+                  <span className="text-[10px] text-secondary">止盈 {fmtPct(result.strategy_info.take_profit)}</span>
+                )}
                {result.strategy_info.trailing_stop != null && (
                  <span className="text-[10px] text-secondary">移损 {fmtPct(result.strategy_info.trailing_stop)}</span>
                )}
@@ -1869,7 +1934,7 @@ export function StrategyBacktest() {
              </div>

              {settingsTab === 'range' && (
-                <ConfigSection title="回测范围" hint={<span className="font-medium text-amber-400">留空 = 全市场</span>}>
+                <ConfigSection title="回测范围">
                  <StockPoolPicker value={symbols} onChange={setSymbols} />
                  <div className="text-[11px] leading-5 text-muted">默认全市场回测，由基础过滤、策略条件和买卖触发器筛选；需要单票调试或自选池回测时再限定股票池。</div>
                </ConfigSection>
@@ -2091,6 +2156,21 @@ export function StrategyBacktest() {
                        className={INPUT_CLS}
                      />
                    </label>
+                    <label className="block">
+                      <span className="mb-1 block text-[11px] text-secondary">止盈(%)</span>
+                      <input
+                        type="number"
+                        value={takeProfitPct}
+                        min={1}
+                        max={500}
+                        step={0.5}
+                        onChange={e => {
+                          const n = numOrNull(e.target.value)
+                          updateOverride('take_profit', n == null ? null : clamp(Math.abs(n), 1, 500) / 100)
+                        }}
+                        className={INPUT_CLS}
+                      />
+                    </label>
                    <label className="block">
                      <span className="mb-1 block text-[11px] text-secondary">移动止损(%)</span>
                      <input
@@ -1,7 +1,6 @@
 import { useMemo } from 'react'
 import { useECharts } from './useECharts'
 import type { FactorBacktestResult } from '@/lib/api'
-import { useChartTheme } from '@/lib/chartTheme'

 const GROUP_COLORS = [
  '#6366f1', // Q1 indigo
@@ -21,7 +20,6 @@ interface Props {
 }

 export function FactorGroupNavChart({ result }: Props) {
-  const chartTheme = useChartTheme()
  const option = useMemo(() => {
    if (!result.group_nav.length) return null

@@ -60,12 +58,12 @@ export function FactorGroupNavChart({ result }: Props) {
      grid: { left: 56, right: 16, top: 12, bottom: 28 },
      tooltip: {
        trigger: 'axis',
-        backgroundColor: chartTheme.tooltipBg,
-        borderColor: chartTheme.tooltipBorder,
-        textStyle: { color: chartTheme.tooltipText, fontSize: 12 },
+        backgroundColor: 'rgba(15,23,42,0.95)',
+        borderColor: 'rgba(148,163,184,0.2)',
+        textStyle: { color: '#e2e8f0', fontSize: 12 },
        formatter: (params: any) => {
          const date = params[0]?.axisValue ?? ''
-          let html = `<div style="font-size:11px;color:${chartTheme.tooltipTitle};margin-bottom:4px">${date}</div>`
+          let html = `<div style="font-size:11px;color:#94a3b8;margin-bottom:4px">${date}</div>`
          for (const p of params) {
            if (p.value == null) continue
            html += `<div style="display:flex;justify-content:space-between;gap:16px">
@@ -82,22 +80,22 @@ export function FactorGroupNavChart({ result }: Props) {
      xAxis: {
        type: 'category',
        data: dates,
-        axisLabel: { color: chartTheme.text, fontSize: 10, interval: Math.floor(dates.length / 6) },
-        axisLine: { lineStyle: { color: chartTheme.axisLine } },
+        axisLabel: { color: '#64748b', fontSize: 10, interval: Math.floor(dates.length / 6) },
+        axisLine: { lineStyle: { color: '#334155' } },
        axisTick: { show: false },
      },
      yAxis: {
        type: 'value',
        scale: true,
-        axisLabel: { color: chartTheme.text, fontSize: 10 },
-        splitLine: { lineStyle: { color: chartTheme.splitLine } },
+        axisLabel: { color: '#64748b', fontSize: 10 },
+        splitLine: { lineStyle: { color: '#1e293b' } },
        axisLine: { show: false },
      },
      series,
    } as any
  }, [result.group_nav, result.long_short_nav, result.run_id])

-  const chartRef = useECharts(option, [result.run_id, chartTheme])
+  const chartRef = useECharts(option, [result.run_id])

  // 图例
  const groupCols = result.group_nav.length > 0
@@ -1,14 +1,12 @@
 import { useMemo } from 'react'
 import { useECharts } from './useECharts'
 import type { FactorBacktestResult } from '@/lib/api'
-import { useChartTheme } from '@/lib/chartTheme'

 interface Props {
  result: FactorBacktestResult
 }

 export function FactorICChart({ result }: Props) {
-  const chartTheme = useChartTheme()
  const option = useMemo(() => {
    if (!result.ic_series.length) return null

@@ -28,12 +26,12 @@ export function FactorICChart({ result }: Props) {
      grid: { left: 50, right: 16, top: 16, bottom: 28 },
      tooltip: {
        trigger: 'axis',
-        backgroundColor: chartTheme.tooltipBg,
-        borderColor: chartTheme.tooltipBorder,
-        textStyle: { color: chartTheme.tooltipText, fontSize: 12 },
+        backgroundColor: 'rgba(15,23,42,0.95)',
+        borderColor: 'rgba(148,163,184,0.2)',
+        textStyle: { color: '#e2e8f0', fontSize: 12 },
        formatter: (params: any) => {
          const date = params[0]?.axisValue ?? ''
-          let html = `<div style="font-size:11px;color:${chartTheme.tooltipTitle};margin-bottom:4px">${date}</div>`
+          let html = `<div style="font-size:11px;color:#94a3b8;margin-bottom:4px">${date}</div>`
          for (const p of params) {
            if (p.value == null) continue
            html += `<div style="display:flex;justify-content:space-between;gap:16px">
@@ -47,14 +45,14 @@ export function FactorICChart({ result }: Props) {
      xAxis: {
        type: 'category',
        data: dates,
-        axisLabel: { color: chartTheme.text, fontSize: 10, interval: Math.floor(dates.length / 6) },
-        axisLine: { lineStyle: { color: chartTheme.axisLine } },
+        axisLabel: { color: '#64748b', fontSize: 10, interval: Math.floor(dates.length / 6) },
+        axisLine: { lineStyle: { color: '#334155' } },
        axisTick: { show: false },
      },
      yAxis: {
        type: 'value',
-        axisLabel: { color: chartTheme.text, fontSize: 10, formatter: (v: number) => `${(v * 100).toFixed(0)}%` },
-        splitLine: { lineStyle: { color: chartTheme.splitLine } },
+        axisLabel: { color: '#64748b', fontSize: 10, formatter: (v: number) => `${(v * 100).toFixed(0)}%` },
+        splitLine: { lineStyle: { color: '#1e293b' } },
        axisLine: { show: false },
      },
      series: [
@@ -84,7 +82,7 @@ export function FactorICChart({ result }: Props) {
    } as any
  }, [result.ic_series])

-  const chartRef = useECharts(option, [result.run_id, chartTheme])
+  const chartRef = useECharts(option, [result.run_id])

  return <div ref={chartRef} className="h-[200px]" />
 }
@@ -1,7 +1,6 @@
 import { useMemo } from 'react'
 import { useECharts } from './useECharts'
 import type { EChartsOption } from 'echarts'
-import { useChartTheme } from '@/lib/chartTheme'

 interface DistBin {
  range: string
@@ -14,7 +13,6 @@ interface DistBin {
 * 柱子颜色按收益正负区分(正红负绿),零轴居中。
 */
 export function ReturnDistributionChart({ distribution }: { distribution: DistBin[] }) {
-  const chartTheme = useChartTheme()
  const option = useMemo<EChartsOption>(() => {
    const cats = distribution.map(d => d.range)
    const vals = distribution.map(d => d.count)
@@ -41,13 +39,13 @@ export function ReturnDistributionChart({ distribution }: { distribution: DistBi
      xAxis: {
        type: 'category',
        data: cats,
-        axisLabel: { color: chartTheme.text, fontSize: 10, rotate: 45, interval: 1 },
-        axisLine: { lineStyle: { color: chartTheme.axisLine } },
+        axisLabel: { color: '#a1a1aa', fontSize: 10, rotate: 45, interval: 1 },
+        axisLine: { lineStyle: { color: '#3f3f46' } },
      },
      yAxis: {
        type: 'value',
-        axisLabel: { color: chartTheme.text, fontSize: 10 },
-        splitLine: { lineStyle: { color: chartTheme.splitLine } },
+        axisLabel: { color: '#a1a1aa', fontSize: 10 },
+        splitLine: { lineStyle: { color: '#27272a' } },
      },
      series: [
        {
@@ -59,7 +57,7 @@ export function ReturnDistributionChart({ distribution }: { distribution: DistBi
    }
  }, [distribution])

-  const chartRef = useECharts(option, [distribution, chartTheme])
+  const chartRef = useECharts(option, [distribution])

  return <div ref={chartRef} className="h-48 w-full" />
 }
@@ -1,14 +1,12 @@
 import { useMemo } from 'react'
 import { useECharts } from './useECharts'
 import type { StrategyBacktestResult } from '@/lib/api'
-import { useChartTheme } from '@/lib/chartTheme'

 interface Props {
  result: StrategyBacktestResult
 }

 export function StrategyNavChart({ result }: Props) {
-  const chartTheme = useChartTheme()
  const option = useMemo(() => {
    if (!result.equity_curve.length) return null

@@ -30,7 +28,7 @@ export function StrategyNavChart({ result }: Props) {
      animation: false,
      axisPointer: {
        link: [{ xAxisIndex: 'all' }],
-        label: { backgroundColor: chartTheme.tooltipBg, color: chartTheme.tooltipText },
+        label: { backgroundColor: '#334155' },
      },
      grid: [
        { left: 64, right: hasBenchmark ? 64 : 16, top: 14, bottom: '40%' },
@@ -41,14 +39,14 @@ export function StrategyNavChart({ result }: Props) {
          type: 'category', data: dates, gridIndex: 0,
          axisLabel: { show: false }, axisTick: { show: false },
          axisPointer: { show: true, type: 'line' },
-          axisLine: { lineStyle: { color: chartTheme.axisLine } },
+          axisLine: { lineStyle: { color: '#334155' } },
        },
        {
          type: 'category', data: dates, gridIndex: 1,
-          axisLabel: { color: chartTheme.text, fontSize: 10, interval: Math.floor(dates.length / 6) },
+          axisLabel: { color: '#64748b', fontSize: 10, interval: Math.floor(dates.length / 6) },
          axisTick: { show: false },
          axisPointer: { show: true, type: 'line' },
-          axisLine: { lineStyle: { color: chartTheme.axisLine } },
+          axisLine: { lineStyle: { color: '#334155' } },
        },
      ],
      yAxis: [
@@ -56,13 +54,13 @@ export function StrategyNavChart({ result }: Props) {
          type: 'value', gridIndex: 0,
          scale: true,
          name: hasBenchmark ? '上证点位' : '策略资金',
-          nameTextStyle: { color: chartTheme.text, fontSize: 10, padding: [0, 0, 4, 0] },
+          nameTextStyle: { color: hasBenchmark ? 'rgba(148,163,184,0.55)' : '#64748b', fontSize: 10, padding: [0, 0, 4, 0] },
          axisLabel: {
-            color: chartTheme.text,
+            color: hasBenchmark ? 'rgba(148,163,184,0.55)' : '#64748b',
            fontSize: 10,
            formatter: hasBenchmark ? ((v: number) => v.toFixed(0)) : axisMoneyFmt,
          },
-          splitLine: { lineStyle: { color: chartTheme.splitLine } },
+          splitLine: { lineStyle: { color: '#1e293b' } },
          axisLine: { show: false },
        },
        {
@@ -70,10 +68,10 @@ export function StrategyNavChart({ result }: Props) {
          position: 'right',
          scale: true,
          name: hasBenchmark ? '策略资金' : '',
-          nameTextStyle: { color: chartTheme.text, fontSize: 10, padding: [0, 0, 4, 0] },
+          nameTextStyle: { color: '#64748b', fontSize: 10, padding: [0, 0, 4, 0] },
          axisLabel: {
            show: hasBenchmark,
-            color: chartTheme.text,
+            color: '#64748b',
            fontSize: 10,
            formatter: axisMoneyFmt,
          },
@@ -85,10 +83,10 @@ export function StrategyNavChart({ result }: Props) {
          position: 'right',
          max: 0,
          axisLabel: {
-            color: chartTheme.text, fontSize: 10,
+            color: '#64748b', fontSize: 10,
            formatter: (v: number) => `${v.toFixed(1)}%`,
          },
-          splitLine: { lineStyle: { color: chartTheme.splitLine } },
+          splitLine: { lineStyle: { color: '#1e293b' } },
          axisLine: { show: false },
        },
      ],
@@ -107,22 +105,22 @@ export function StrategyNavChart({ result }: Props) {
          filterMode: 'filter',
          height: 16,
          bottom: 10,
-          borderColor: chartTheme.axisLine,
-          backgroundColor: chartTheme.dataZoomBg,
-          fillerColor: chartTheme.dataZoomFiller,
-          handleStyle: { color: chartTheme.dataZoomHandle, borderColor: chartTheme.axisLine },
-          textStyle: { color: chartTheme.text, fontSize: 10 },
+          borderColor: 'rgba(148,163,184,0.18)',
+          backgroundColor: 'rgba(15,23,42,0.55)',
+          fillerColor: 'rgba(59,130,246,0.18)',
+          handleStyle: { color: '#64748b', borderColor: '#94a3b8' },
+          textStyle: { color: '#64748b', fontSize: 10 },
          brushSelect: false,
        },
      ],
      tooltip: {
        trigger: 'axis',
-        backgroundColor: chartTheme.tooltipBg,
-        borderColor: chartTheme.tooltipBorder,
-        textStyle: { color: chartTheme.tooltipText, fontSize: 12 },
+        backgroundColor: 'rgba(15,23,42,0.95)',
+        borderColor: 'rgba(148,163,184,0.2)',
+        textStyle: { color: '#e2e8f0', fontSize: 12 },
        formatter: (params: any) => {
          const date = params[0]?.axisValue ?? ''
-          let html = `<div style="font-size:11px;color:${chartTheme.tooltipTitle};margin-bottom:4px">${date}</div>`
+          let html = `<div style="font-size:11px;color:#94a3b8;margin-bottom:4px">${date}</div>`
          for (const p of params) {
            if (p.value == null) continue
            const isDrawdown = p.seriesName === '回撤'
@@ -184,7 +182,7 @@ export function StrategyNavChart({ result }: Props) {
    } as any
  }, [result.equity_curve, result.drawdown_curve, result.benchmark_curve, result.run_id])

-  const chartRef = useECharts(option, [result.run_id, chartTheme])
+  const chartRef = useECharts(option, [result.run_id])

  return (
    <div>
@@ -1,13 +1,36 @@
 import { useState, useEffect } from 'react'
 import { useMutation, useQueryClient } from '@tanstack/react-query'
-import { Save, Loader2, Check, Wifi, WifiOff, Eye, EyeOff, Shield } from 'lucide-react'
+import {
+  Save, Loader2, Check, Wifi, WifiOff, Eye, EyeOff, Shield,
+  Shuffle, Plug, Zap, Settings2, ExternalLink, Trash2,
+  Terminal,
+} from 'lucide-react'
 import { useSettings } from '@/lib/useSharedQueries'
-import { api } from '@/lib/api'
+import { api, type SettingsState } from '@/lib/api'
 import { QK } from '@/lib/queryKeys'

-const PRESETS: { label: string; url: string; model: string; website: string; websiteLabel: string; description: string }[] = [
-  { label: 'DeepSeek', url: 'https://api.deepseek.com/v1', model: 'deepseek-chat', website: 'https://www.deepseek.com/', websiteLabel: 'deepseek.com', description: 'DeepSeek 官方 OpenAI 兼容接口。' },
-  { label: '通义千问', url: 'https://dashscope.aliyuncs.com/compatible-mode/v1', model: 'qwen-plus', website: 'https://tongyi.aliyun.com/', websiteLabel: 'tongyi.aliyun.com', description: '阿里云 DashScope 兼容模式接口。' },
+// 统一的输入框样式(与项目其他设置页一致)
+const INPUT_CLS =
+  'w-full h-9 px-2.5 rounded-lg bg-base border-0 ring-1 ring-border/30 text-xs font-mono text-foreground placeholder:text-muted/30 focus:outline-none focus:ring-2 focus:ring-accent/30 transition-shadow'
+
+const CODEX_PROVIDER = 'codex_cli'
+const OPENAI_PROVIDER = 'openai_compat'
+const CUSTOM_CODEX_MODEL = '__custom__'
+const CODEX_COMMAND = 'codex'
+
+const CODEX_MODEL_OPTIONS = [
+  { label: 'Codex 默认（推荐）', value: '', hint: '使用当前 Codex CLI 支持的默认模型' },
+  { label: 'gpt-5.5', value: 'gpt-5.5', hint: '高能力模型' },
+  { label: 'gpt-5', value: 'gpt-5', hint: '通用模型' },
+]
+
+const PRESETS: { label: string; provider?: string; url: string; model: string; codexCommand?: string; website: string; websiteLabel: string; description: string; partner?: boolean; promo?: string }[] = [
+  { label: 'DeepSeek', url: 'https://api.deepseek.com', model: 'deepseek-v4-pro', website: 'https://www.deepseek.com/', websiteLabel: 'deepseek.com', description: 'DeepSeek 官方 OpenAI 兼容接口。' },
+  { label: '通义千问', url: 'https://dashscope.aliyuncs.com/compatible-mode/v1', model: 'qwen-3.6plus', website: 'https://tongyi.aliyun.com/', websiteLabel: 'tongyi.aliyun.com', description: '阿里云 DashScope 兼容模式接口。' },
+  { label: '智谱 GLM', url: 'https://open.bigmodel.cn/api/paas/v4', model: 'glm-5.2', website: 'https://open.bigmodel.cn/', websiteLabel: 'open.bigmodel.cn', description: '智谱 AI 官方 OpenAI 兼容接口。' },
+  { label: 'Kimi', url: 'https://api.moonshot.cn/v1', model: 'kimi-k2.6', website: 'https://platform.moonshot.cn/', websiteLabel: 'platform.moonshot.cn', description: '月之暗面 Moonshot 官方 OpenAI 兼容接口，支持超长上下文。' },
+  { label: 'Codex CLI', provider: CODEX_PROVIDER, url: '', model: '', codexCommand: CODEX_COMMAND, website: 'https://developers.openai.com/codex/noninteractive', websiteLabel: 'codex exec', description: '调用本机 Codex CLI 的 codex exec, 适合已登录 ChatGPT/Codex 的本地环境。' },
+  { label: '炸鸡中转站', url: 'https://code.alysc.top/v1', model: 'gpt-5.5', website: 'https://code.alysc.top/sign-up?aff=1afk', websiteLabel: 'code.alysc.top', description: 'OpenAI 兼容中转服务，适合直接使用国际模型。', partner: true, promo: '通过链接邀请注册赠送免费额度 · 国际模型最低0.01倍率' },
 ]

 export function SettingsAIPanel() {
@@ -15,183 +38,400 @@ export function SettingsAIPanel() {
  const settings = useSettings()
  const s = settings.data

-  const [provider, setProvider] = useState('openai_compat')
+  const [provider, setProvider] = useState(OPENAI_PROVIDER)
  const [baseUrl, setBaseUrl] = useState('')
  const [apiKey, setApiKey] = useState('')
  const [model, setModel] = useState('')
-  const [tokenBudget, setTokenBudget] = useState(5_000_000)
+  const [codexCustomModel, setCodexCustomModel] = useState(false)
+  const [codexCommand, setCodexCommand] = useState(CODEX_COMMAND)
+  const [customUa, setCustomUa] = useState(false)
+  const [userAgent, setUserAgent] = useState('')
  const [showKey, setShowKey] = useState(false)
  const [saved, setSaved] = useState(false)
-
-  // 测试
+  const [confirmClear, setConfirmClear] = useState(false)
  const [testing, setTesting] = useState(false)
  const [testResult, setTestResult] = useState<{ ok: boolean; msg: string } | null>(null)

+  const isCodexProvider = provider === CODEX_PROVIDER
+  const savedCodexProvider = s?.ai_provider === CODEX_PROVIDER
+  const configured = s?.ai_configured ?? (savedCodexProvider ? !!(s?.ai_codex_command ?? CODEX_COMMAND) : s?.has_ai_key)
+  const selectedPreset = PRESETS.find(p => (p.provider ?? OPENAI_PROVIDER) === provider && (isCodexProvider ? p.codexCommand === codexCommand : p.url === baseUrl))
+  const codexModelSelectValue = codexCustomModel ? CUSTOM_CODEX_MODEL : model
+  const canSave = isCodexProvider ? true : !!baseUrl.trim() && !!model.trim()
+
  useEffect(() => {
    if (!s) return
-    setProvider(s.ai_provider ?? 'openai_compat')
+    setProvider(s.ai_provider ?? OPENAI_PROVIDER)
    setBaseUrl(s.ai_base_url ?? '')
    setModel(s.ai_model ?? '')
-    setTokenBudget(s.ai_daily_token_budget ?? 500_000)
+    setCodexCustomModel(!!s.ai_model && !CODEX_MODEL_OPTIONS.some(o => o.value === s.ai_model))
+    setCodexCommand(s.ai_codex_command ?? CODEX_COMMAND)
+    const ua = s.ai_user_agent ?? ''
+    setCustomUa(!!ua)
+    setUserAgent(ua)
  }, [s])

+  const payload = () => ({
+    provider,
+    base_url: baseUrl,
+    api_key: apiKey || undefined,
+    model,
+    codex_command: isCodexProvider ? CODEX_COMMAND : codexCommand,
+    user_agent: customUa ? userAgent : '',
+  })
+
  const save = useMutation({
-    mutationFn: () => api.saveAiSettings({
-      provider, base_url: baseUrl, api_key: apiKey || undefined, model, daily_token_budget: tokenBudget,
-    }),
-    onSuccess: () => {
-      setSaved(true); setApiKey(''); qc.invalidateQueries({ queryKey: QK.settings })
+    mutationFn: () => api.saveAiSettings(payload()),
+    onSuccess: (result) => {
+      setSaved(true)
+      setApiKey('')
+      qc.setQueryData<SettingsState>(QK.settings, prev => prev ? {
+        ...prev,
+        ai_provider: result.ai_provider ?? provider,
+        ai_base_url: baseUrl,
+        ai_model: result.ai_model ?? model,
+        ai_codex_command: result.ai_codex_command ?? (isCodexProvider ? CODEX_COMMAND : codexCommand),
+        ai_configured: result.ai_configured ?? (isCodexProvider ? true : (apiKey ? true : prev.ai_configured)),
+        ...(apiKey ? {
+          has_ai_key: true,
+          ai_api_key_masked: `${apiKey.slice(0, 4)}......${apiKey.slice(-4)}`,
+        } : {}),
+      } : prev)
+      qc.invalidateQueries({ queryKey: QK.settings })
      setTimeout(() => setSaved(false), 2000)
    },
  })

-  const handleTest = async () => {
-    setTesting(true); setTestResult(null)
-    try {
-      // 先保存当前配置（不保存 Key 仅用于测试时临时存）
-      if (apiKey) await api.saveAiSettings({ provider, base_url: baseUrl, api_key: apiKey, model, daily_token_budget: tokenBudget })
-      const r = await api.strategyAiTest()
-      setTestResult({ ok: r.ok, msg: r.ok ? `连通成功 · 模型: ${r.model}${r.usage ? ` · 消耗 ${r.usage.prompt + r.usage.completion} tokens` : ''}` : (r.error ?? '未知错误') })
-    } catch (e: any) {
-      setTestResult({ ok: false, msg: String(e?.message ?? '测试失败') })
-    } finally { setTesting(false) }
+  const clear = useMutation({
+    mutationFn: () => api.clearAiSettings(),
+    onSuccess: () => {
+      setConfirmClear(false)
+      setProvider(OPENAI_PROVIDER)
+      setBaseUrl('')
+      setApiKey('')
+      setModel('')
+      setCodexCustomModel(false)
+      setCodexCommand(CODEX_COMMAND)
+      setTestResult(null)
+      qc.setQueryData<SettingsState>(QK.settings, prev => prev ? {
+        ...prev,
+        ai_provider: OPENAI_PROVIDER,
+        ai_base_url: '',
+        ai_model: '',
+        ai_codex_command: CODEX_COMMAND,
+        has_ai_key: false,
+        ai_configured: false,
+        ai_api_key_masked: '',
+      } : prev)
+      qc.invalidateQueries({ queryKey: QK.settings })
+    },
+  })
+
+  const genRandomUa = () => {
+    const major = 128 + Math.floor(Math.random() * 8)
+    const platforms = [
+      'Windows NT 10.0; Win64; x64',
+      'Macintosh; Intel Mac OS X 10_15_7',
+      'X11; Linux x86_64',
+    ]
+    const pf = platforms[Math.floor(Math.random() * platforms.length)]
+    setUserAgent(`Mozilla/5.0 (${pf}) AppleWebKit/537.36 (KHTML, like Gecko) Chrome/${major}.0.0.0 Safari/537.36`)
  }

  const handlePreset = (p: typeof PRESETS[number]) => {
-    setBaseUrl(p.url); setModel(p.model)
+    setProvider(p.provider ?? OPENAI_PROVIDER)
+    setBaseUrl(p.url)
+    setModel(p.model)
+    setCodexCustomModel(false)
+    if (p.codexCommand) setCodexCommand(CODEX_COMMAND)
  }

-  const configured = s?.has_ai_key
-  const selectedPreset = PRESETS.find(p => p.url === baseUrl)
+  const handleTest = async () => {
+    setTesting(true)
+    setTestResult(null)
+    try {
+      if (canSave) await api.saveAiSettings(payload())
+      const r = await api.strategyAiTest()
+      setTestResult({ ok: r.ok, msg: r.ok ? `连通成功 · ${r.model ?? provider}` : (r.error ?? '未知错误') })
+    } catch (e: any) {
+      setTestResult({ ok: false, msg: String(e?.message ?? '测试失败') })
+    } finally {
+      setTesting(false)
+    }
+  }

  return (
-    <div className="max-w-2xl space-y-5">
-      {/* ===== 状态横幅 ===== */}
-      <div className={`rounded-2xl border px-5 py-4 flex items-center gap-4 ${configured ? 'border-emerald-400/20 bg-emerald-400/[0.04]' : 'border-amber-400/20 bg-amber-400/[0.04]'}`}>
-        <div className={`w-10 h-10 rounded-xl flex items-center justify-center ${configured ? 'bg-emerald-400/10 text-emerald-400' : 'bg-amber-400/10 text-amber-400'}`}>
-          {configured ? <Wifi className="h-5 w-5" /> : <WifiOff className="h-5 w-5" />}
-        </div>
-        <div className="flex-1 min-w-0">
-          <div className="text-sm font-semibold text-foreground">{configured ? 'AI 已连接' : 'AI 未配置'}</div>
-          <div className="text-xs text-muted mt-0.5">
-            {configured ? `${s?.ai_model} · ${s?.ai_api_key_masked}` : '配置 API Key 后即可使用 AI 策略定制'}
-          </div>
-        </div>
-        {configured && (
+    <div className="space-y-5 max-w-2xl">
+      <Card icon={Plug} title="连接状态" right={
+        configured && (
          <button onClick={handleTest} disabled={testing}
-            className="h-8 px-3 rounded-lg border border-border/50 text-xs text-secondary hover:text-foreground hover:border-accent/30 transition-all flex items-center gap-1.5 shrink-0">
+            className="inline-flex items-center gap-1.5 px-2.5 py-1 rounded-btn bg-elevated hover:bg-elevated/80 text-xs text-secondary transition-colors duration-150 ease-smooth disabled:opacity-50">
            {testing ? <Loader2 className="h-3 w-3 animate-spin" /> : <Wifi className="h-3 w-3" />}
            {testing ? '测试中' : '测试'}
          </button>
-        )}
-      </div>
-
-      {/* 测试结果 */}
-      {testResult && (
-        <div className={`rounded-xl border px-4 py-3 text-xs flex items-center gap-2.5 ${testResult.ok ? 'border-emerald-400/20 bg-emerald-400/[0.04] text-emerald-400' : 'border-danger/20 bg-danger/[0.04] text-danger'}`}>
-          <div className={`w-1.5 h-1.5 rounded-full shrink-0 ${testResult.ok ? 'bg-emerald-400' : 'bg-danger'}`} />
-          {testResult.msg}
+        )
+      }>
+        <div className="flex items-center gap-3">
+          <div className={`w-9 h-9 rounded-lg flex items-center justify-center shrink-0 ${configured ? 'bg-emerald-400/10 text-emerald-400' : 'bg-amber-400/10 text-amber-400'}`}>
+            {configured ? <Wifi className="h-4.5 w-4.5" /> : <WifiOff className="h-4.5 w-4.5" />}
+          </div>
+          <div className="min-w-0">
+            <div className="text-sm font-medium text-foreground">{configured ? 'AI 已连接' : 'AI 未配置'}</div>
+            <div className="text-xs text-muted mt-0.5 truncate">
+              {configured
+                ? (savedCodexProvider
+                  ? `${s?.ai_codex_command ?? CODEX_COMMAND} · ${s?.ai_model || '默认模型'}`
+                  : `${s?.ai_model} · ${s?.ai_api_key_masked}`)
+                : (isCodexProvider ? '使用本机 codex exec, 此处无需填写 API Key。' : '配置 API Key 后即可使用 AI 功能。')}
+            </div>
+          </div>
        </div>
-      )}
+        {testResult && (
+          <div className={`mt-3 rounded-btn border px-3 py-2 text-xs flex items-center gap-2 ${testResult.ok ? 'border-emerald-400/20 bg-emerald-400/[0.04] text-emerald-400' : 'border-danger/20 bg-danger/[0.04] text-danger'}`}>
+            <div className={`w-1.5 h-1.5 rounded-full shrink-0 ${testResult.ok ? 'bg-emerald-400' : 'bg-danger'}`} />
+            {testResult.msg}
+          </div>
+        )}
+      </Card>

-      {/* ===== 快速预设 ===== */}
-      <div className="space-y-2">
-        <div className="text-[10px] text-muted/50 uppercase tracking-wider">快速配置</div>
-        <div className="flex flex-wrap items-start gap-x-4 gap-y-3">
+      <Card icon={Zap} title="快速预设">
+        <div className="flex flex-wrap items-start gap-2">
          {PRESETS.map(p => (
            <button key={p.label} onClick={() => handlePreset(p)}
-              className={`rounded-lg border px-3 py-2 text-left transition-all ${baseUrl === p.url ? 'border-accent/40 bg-accent/10 text-accent' : 'border-border bg-surface text-secondary hover:border-accent/30'}`}>
+              className={`rounded-lg border px-3 py-2 text-left transition-all ${selectedPreset?.label === p.label ? 'border-accent/40 bg-accent/10 text-accent' : 'border-border bg-base text-secondary hover:border-accent/30'}`}>
              <div className="flex items-center gap-1.5 text-xs font-medium">
                <span>{p.label}</span>
+                {p.provider === CODEX_PROVIDER && <Terminal className="h-3 w-3" />}
+                {p.partner && <span className="rounded-full border border-orange-400/30 bg-orange-400/10 px-1.5 py-px text-[9px] text-orange-400">赞助</span>}
              </div>
            </button>
          ))}
        </div>
        {selectedPreset && (
-          <div className="rounded-lg border border-border/30 bg-surface/30 px-3 py-2 text-[10px] leading-relaxed">
+          <div className="mt-3 rounded-btn border border-border/30 bg-base/30 px-3 py-2 text-[11px] leading-relaxed">
            <div className="flex flex-wrap items-center gap-x-2 gap-y-1">
              <span className="text-secondary">{selectedPreset.description}</span>
+              {selectedPreset.promo && <span className="text-amber-400">{selectedPreset.promo}</span>}
            </div>
            <a href={selectedPreset.website} target="_blank" rel="noreferrer"
-              className="mt-1 inline-flex text-muted hover:text-accent transition-colors">
-              官网：{selectedPreset.websiteLabel}
+              className="mt-1 inline-flex items-center gap-1 text-muted hover:text-accent transition-colors">
+              {selectedPreset.websiteLabel}
+              <ExternalLink className="h-3 w-3" />
            </a>
          </div>
        )}
+      </Card>
+
+      <Card
+        icon={Settings2}
+        title="自定义配置"
+        right={
+          <span className="inline-flex items-center gap-1.5 text-[10px] text-muted/60" title={isCodexProvider ? 'Use local Codex CLI via codex exec' : 'Use OpenAI-compatible Chat Completions API'}>
+            <span className="rounded-full border border-border/40 bg-base/50 px-1.5 py-px font-mono">{isCodexProvider ? 'codex exec' : 'Chat Completions'}</span>
+            {isCodexProvider ? 'CLI' : '接口'}
+          </span>
+        }
+      >
+        <div className="space-y-4">
+          {isCodexProvider ? (
+            <div className="grid grid-cols-2 gap-4">
+              <Field label="CLI 命令" hint="固定使用默认 codex 命令, 由后端自动解析本机 Codex Desktop/CLI, 不支持自定义可执行路径。">
+                <div className={`${INPUT_CLS} flex items-center text-muted/80 select-none`} aria-label="Codex CLI command">
+                  {CODEX_COMMAND}
+                </div>
+              </Field>
+              <Field
+                label="模型（可选）"
+                hint={codexCustomModel
+                  ? '留空则使用 Codex 默认模型'
+                  : CODEX_MODEL_OPTIONS.find(o => o.value === model)?.hint}
+              >
+                <select
+                  value={codexModelSelectValue}
+                  onChange={e => {
+                    const value = e.target.value
+                    if (value === CUSTOM_CODEX_MODEL) {
+                      setCodexCustomModel(true)
+                      if (CODEX_MODEL_OPTIONS.some(o => o.value === model)) setModel('')
+                    } else {
+                      setCodexCustomModel(false)
+                      setModel(value)
+                    }
+                  }}
+                  className={INPUT_CLS}
+                >
+                  {CODEX_MODEL_OPTIONS.map(option => (
+                    <option key={option.label} value={option.value}>{option.label}</option>
+                  ))}
+                  <option value={CUSTOM_CODEX_MODEL}>自定义模型</option>
+                </select>
+                {codexCustomModel && (
+                  <input
+                    type="text"
+                    value={model}
+                    onChange={e => setModel(e.target.value)}
+                    placeholder="例如 gpt-5.5"
+                    className={`${INPUT_CLS} mt-2`}
+                  />
+                )}
+              </Field>
+            </div>
+          ) : (
+            <>
+              <div className="grid grid-cols-2 gap-4">
+                <Field label="API 地址">
+                  <input type="text" value={baseUrl} onChange={e => setBaseUrl(e.target.value)} placeholder="https://code.alysc.top" className={INPUT_CLS} />
+                </Field>
+                <Field label="模型">
+                  <input type="text" value={model} onChange={e => setModel(e.target.value)} placeholder="gpt-5.5" className={INPUT_CLS} />
+                </Field>
+              </div>
+
+              <Field label="API Key">
+                <div className="flex gap-2">
+                  <div className="flex-1 relative">
+                    <input type={showKey ? 'text' : 'password'} value={apiKey} onChange={e => setApiKey(e.target.value)} placeholder={configured ? `${s?.ai_api_key_masked} · 留空不修改` : 'sk-...'} className={`${INPUT_CLS} pr-9`} />
+                    <button onClick={() => setShowKey(v => !v)} className="absolute right-2 top-1/2 -translate-y-1/2 text-muted/40 hover:text-muted" tabIndex={-1} aria-label={showKey ? '隐藏' : '显示'}>
+                      {showKey ? <EyeOff className="h-3.5 w-3.5" /> : <Eye className="h-3.5 w-3.5" />}
+                    </button>
+                  </div>
+                  <button onClick={handleTest} disabled={testing || !apiKey} className="h-9 px-3 rounded-lg border border-border/50 text-xs text-secondary hover:text-accent hover:border-accent/30 disabled:opacity-40 transition-all flex items-center gap-1.5 shrink-0">
+                    {testing ? <Loader2 className="h-3 w-3 animate-spin" /> : <Wifi className="h-3 w-3" />}
+                    测试
+                  </button>
+                </div>
+              </Field>
+
+              <div className="border-t border-border/20" />
+
+              <div className="space-y-2">
+                <div className="flex items-center justify-between">
+                  <Field label="自定义 User-Agent" inline>
+                    <Toggle checked={customUa} onChange={() => setCustomUa(v => !v)} />
+                  </Field>
+                </div>
+                {customUa && (
+                  <div className="flex gap-2">
+                    <input type="text" value={userAgent} onChange={e => setUserAgent(e.target.value)} placeholder="粘贴浏览器 User-Agent" className={`${INPUT_CLS} flex-1`} />
+                    <button type="button" onClick={genRandomUa} title="随机生成浏览器 User-Agent" className="h-9 px-2.5 rounded-lg border border-border/50 text-xs text-secondary hover:text-accent hover:border-accent/30 transition-all flex items-center gap-1.5 shrink-0">
+                      <Shuffle className="h-3 w-3" /> 随机
+                    </button>
+                  </div>
+                )}
+              </div>
+            </>
+          )}
+        </div>
+      </Card>
+
+      <div className="rounded-card border border-amber-400/20 bg-amber-400/[0.04] px-4 py-3 flex items-start gap-3">
+        <Shield className="h-4 w-4 text-amber-400/70 mt-0.5 shrink-0" />
+        <div className="text-[11px] text-amber-400/70 leading-relaxed">
+          {isCodexProvider
+            ? 'Codex CLI 模式会复用本机已登录的 Codex 账户, 个股、财务、复盘等分析上下文会发送给 OpenAI/Codex。保存即表示确认仅在本机或可信内网使用。'
+            : 'API Key 仅保存在本机项目文件中, 不会上传到任何服务器。请妥善保管。'}
+        </div>
      </div>

-      {/* ===== 自定义配置卡片 ===== */}
-      <div className="rounded-2xl border border-border/30 bg-surface/30 overflow-hidden">
-        <div className="px-5 py-3 border-b border-border/20">
-          <span className="text-xs font-medium text-foreground/70">自定义配置</span>
-        </div>
-        <div className="px-5 py-4 space-y-4">
-          {/* API 地址 + 模型 同行 */}
-          <div className="grid grid-cols-2 gap-4">
-            <div className="space-y-1.5">
-              <label className="text-[10px] text-muted/50 uppercase tracking-wider">API 地址</label>
-              <input type="text" value={baseUrl} onChange={e => setBaseUrl(e.target.value)}
-                placeholder="https://code.alysc.top"
-                className="w-full h-8 px-2.5 rounded-lg bg-base border-0 ring-1 ring-border/30 text-xs font-mono text-foreground placeholder:text-muted/30 focus:outline-none focus:ring-2 focus:ring-accent/30 transition-shadow" />
-            </div>
-            <div className="space-y-1.5">
-              <label className="text-[10px] text-muted/50 uppercase tracking-wider">模型</label>
-              <input type="text" value={model} onChange={e => setModel(e.target.value)}
-                placeholder="gpt-5.5"
-                className="w-full h-8 px-2.5 rounded-lg bg-base border-0 ring-1 ring-border/30 text-xs text-foreground placeholder:text-muted/30 focus:outline-none focus:ring-2 focus:ring-accent/30 transition-shadow" />
-            </div>
-          </div>
+      <div className="flex gap-2">
+        <button onClick={() => save.mutate()} disabled={save.isPending || !canSave} className="flex-1 h-10 rounded-xl bg-accent text-white text-sm font-semibold flex items-center justify-center gap-2 hover:bg-accent/90 disabled:opacity-40 transition-all">
+          {save.isPending ? <Loader2 className="h-4 w-4 animate-spin" /> : saved ? <Check className="h-4 w-4" /> : <Save className="h-4 w-4" />}
+          {save.isPending ? '保存中...' : saved ? '已保存' : '保存配置'}
+        </button>
+        {configured && (
+          <button onClick={() => setConfirmClear(true)} disabled={clear.isPending} className="h-10 px-4 rounded-xl bg-elevated text-secondary hover:text-danger text-sm flex items-center justify-center gap-1.5 hover:bg-elevated/80 disabled:opacity-50 transition-all shrink-0" title="Clear AI provider configuration">
+            <Trash2 className="h-4 w-4" />
+            清空
+          </button>
+        )}
+      </div>

-          {/* API Key */}
-          <div className="space-y-1.5">
-            <label className="text-[10px] text-muted/50 uppercase tracking-wider">API Key</label>
-            <div className="flex gap-2">
-              <div className="flex-1 relative">
-                <input
-                  type={showKey ? 'text' : 'password'}
-                  value={apiKey} onChange={e => setApiKey(e.target.value)}
-                  placeholder={configured ? `${s?.ai_api_key_masked} · 留空不修改` : 'sk-...'}
-                  className="w-full h-8 px-2.5 pr-8 rounded-lg bg-base border-0 ring-1 ring-border/30 text-xs font-mono text-foreground placeholder:text-muted/30 focus:outline-none focus:ring-2 focus:ring-accent/30 transition-shadow" />
-                <button onClick={() => setShowKey(v => !v)}
-                  className="absolute right-2 top-1/2 -translate-y-1/2 text-muted/40 hover:text-muted">
-                  {showKey ? <EyeOff className="h-3.5 w-3.5" /> : <Eye className="h-3.5 w-3.5" />}
-                </button>
-              </div>
-              <button onClick={handleTest} disabled={testing || !apiKey}
-                className="h-8 px-3 rounded-lg border border-border/50 text-xs text-secondary hover:text-accent hover:border-accent/30 disabled:opacity-40 transition-all flex items-center gap-1.5 shrink-0">
-                {testing ? <Loader2 className="h-3 w-3 animate-spin" /> : <Wifi className="h-3 w-3" />}
-                测试
+      {confirmClear && (
+        <div className="fixed inset-0 z-50 flex items-center justify-center">
+          <div className="absolute inset-0 bg-black/60 backdrop-blur-sm" onClick={() => setConfirmClear(false)} />
+          <div className="relative w-[90vw] max-w-[380px] rounded-card border border-border bg-base shadow-2xl p-6">
+            <h3 className="text-sm font-medium text-foreground mb-2">清空 AI 配置</h3>
+            <p className="text-xs text-secondary mb-5 leading-relaxed">
+              这会清空已保存的 provider、API Key、API 地址、模型和 Codex CLI 命令。之后可以重新配置。
+            </p>
+            <div className="flex items-center justify-end gap-2">
+              <button onClick={() => setConfirmClear(false)} className="px-3 py-1.5 rounded-btn bg-elevated text-secondary hover:bg-elevated/80 text-sm transition-colors">
+                取消
+              </button>
+              <button onClick={() => clear.mutate()} disabled={clear.isPending} className="px-3 py-1.5 rounded-btn bg-danger/15 text-danger hover:bg-danger/25 text-sm font-medium transition-colors disabled:opacity-50">
+                {clear.isPending ? '清空中...' : '确认'}
              </button>
            </div>
          </div>
-
-          {/* Token 预算 */}
-          <div className="space-y-1.5">
-            <label className="text-[10px] text-muted/50 uppercase tracking-wider">每日 Token 预算</label>
-            <div className="flex items-center gap-3">
-              <input type="number" value={tokenBudget} onChange={e => setTokenBudget(Math.max(10000, Number(e.target.value) || 0))}
-                min={10000} step={100000}
-                className="w-44 h-8 px-2.5 rounded-lg bg-base border-0 ring-1 ring-border/30 text-xs font-mono text-foreground focus:outline-none focus:ring-2 focus:ring-accent/30 transition-shadow" />
-              <span className="text-[10px] text-muted">超出后仅发出提醒，不阻止 AI 调用</span>
-            </div>
-          </div>
        </div>
-      </div>
-
-      {/* ===== 安全提示 ===== */}
-      <div className="rounded-2xl border border-amber-400/20 bg-amber-400/[0.04] px-5 py-3.5 flex items-start gap-3">
-        <Shield className="h-4 w-4 text-amber-400/70 mt-0.5 shrink-0" />
-        <div className="text-[10px] text-amber-400/70 leading-relaxed">
-          API Key 仅保存在本机项目文件，不上传至任何服务器。请妥善保管，勿泄露给他人。
-        </div>
-      </div>
-
-      {/* ===== 保存 ===== */}
-      <button onClick={() => save.mutate()} disabled={save.isPending || !baseUrl || !model}
-        className="w-full h-10 rounded-xl bg-accent text-white text-sm font-semibold flex items-center justify-center gap-2 hover:bg-accent/90 disabled:opacity-40 transition-all">
-        {save.isPending ? <Loader2 className="h-4 w-4 animate-spin" /> : saved ? <Check className="h-4 w-4" /> : <Save className="h-4 w-4" />}
-        {save.isPending ? '保存中...' : saved ? '已保存' : '保存配置'}
-      </button>
+      )}
    </div>
  )
 }
+
+// ===== 通用卡片(与 Keys 页风格统一) =====
+
+interface CardProps {
+  icon: React.ComponentType<{ className?: string }>
+  title: string
+  right?: React.ReactNode
+  children: React.ReactNode
+}
+
+function Card({ icon: Icon, title, right, children }: CardProps) {
+  return (
+    <section className="rounded-card border border-border bg-surface p-5">
+      <div className="flex items-center justify-between mb-4">
+        <div className="flex items-center gap-2.5">
+          <Icon className="h-4 w-4 text-secondary" />
+          <h2 className="text-sm font-medium text-foreground">{title}</h2>
+        </div>
+        {right}
+      </div>
+      {children}
+    </section>
+  )
+}
+
+// ===== 表单字段(统一 label + 输入框样式) =====
+
+function Field({ label, hint, inline, children }: {
+  label: string
+  hint?: string
+  inline?: boolean
+  children: React.ReactNode
+}) {
+  if (inline) {
+    return (
+      <div className="flex items-center justify-between gap-3">
+        <div>
+          <div className="text-[10px] text-muted/50 uppercase tracking-wider">{label}</div>
+          {hint && <div className="text-[10px] text-muted mt-0.5">{hint}</div>}
+        </div>
+        {children}
+      </div>
+    )
+  }
+  return (
+    <div className="space-y-1.5">
+      <div className="text-[10px] text-muted/50 uppercase tracking-wider">{label}</div>
+      {children}
+      {hint && <div className="text-[10px] text-muted">{hint}</div>}
+    </div>
+  )
+}
+
+// ===== 开关 =====
+
+function Toggle({ checked, onChange }: { checked: boolean; onChange: () => void }) {
+  return (
+    <button
+      type="button"
+      onClick={onChange}
+      className={`relative inline-flex h-5 w-9 items-center rounded-full shrink-0 transition-colors duration-200 ${checked ? 'bg-accent' : 'bg-elevated'}`}
+      aria-pressed={checked}
+    >
+      <span className={`inline-block h-3.5 w-3.5 rounded-full bg-white shadow-sm transition-transform duration-200 ${checked ? 'translate-x-[18px]' : 'translate-x-[3px]'}`} />
+    </button>
+  )
+}
@@ -73,16 +73,16 @@ export function SettingsKeysPanel() {
      <div className="grid grid-cols-1 lg:grid-cols-[1fr_1.3fr] gap-6 max-w-5xl">
        {/* ========== 左列: Key 配置 ========== */}
        <div className="space-y-6">
-          <Card icon={Key} title="数据源 API Key">
+          <Card icon={Key} title="TickFlow API Key">
            <p className="text-sm text-secondary leading-relaxed mb-4">
              在{' '}
              <a
-                href="https://tickflow.org/auth/register"
+                href="https://tickflow.org/auth/register?ref=V3KDKGXPEA"
                target="_blank"
                rel="noreferrer"
                className="text-accent hover:underline inline-flex items-baseline gap-0.5"
              >
-                数据源官网
+                tickflow.org
                <ExternalLink className="h-3 w-3 self-center" />
              </a>{' '}
              注册获取。API Key 存放为本地文件,不会上传任何第三方,请妥善保管。
@@ -108,7 +108,7 @@ export function SettingsKeysPanel() {
                  ) : (
                    <>
                      <AlertCircle className="h-4 w-4 text-muted shrink-0" />
-                      <span className="text-sm font-medium text-muted">未配置 · Free 数据</span>
+                      <span className="text-sm font-medium text-muted">未配置</span>
                    </>
                  )}
                </div>
@@ -136,7 +136,7 @@ export function SettingsKeysPanel() {
              <div className="relative">
                <input
                  type={revealing ? 'text' : 'password'}
-                  placeholder={mode === 'none' ? '粘贴数据源 API Key' : '粘贴新 Key 替换当前'}
+                  placeholder={mode === 'none' ? '粘贴 TickFlow API Key' : '粘贴新 Key 替换当前'}
                  value={keyInput}
                  onChange={(e) => { setKeyInput(e.target.value); if (saved) setSaved(false) }}
                  className="w-full px-3 py-2 pr-9 rounded-input bg-base border border-border text-sm font-mono focus:outline-none focus:border-accent transition-colors duration-150 ease-smooth"
@@ -197,7 +197,7 @@ export function SettingsKeysPanel() {
              <div className="mt-3 text-xs text-bear flex items-center gap-1.5">
                <CheckCircle2 className="h-3 w-3" />
                保存成功 — 档位 {save.data.tier_label}
-                {save.data.mode === 'free' && '(免费档 · 历史日K)'}
+                {save.data.mode === 'free' && '(免费档 · 历史日K + 自选实时监控)'}
              </div>
            )}
          </Card>
@@ -318,7 +318,7 @@ export function SettingsKeysPanel() {
          <div className="relative w-[90vw] max-w-[380px] rounded-card border border-border bg-base shadow-2xl p-6">
            <h3 className="text-sm font-medium text-foreground mb-2">清除 API Key</h3>
            <p className="text-xs text-secondary mb-5">
-              清除后将退回无档(仅历史日K),需要重新输入 Key 才能恢复。
+              清除后将退回 None 档(仅历史日K),需要重新输入 Key 才能恢复。
            </p>
            <div className="flex items-center justify-end gap-2">
              <button
@@ -384,18 +384,22 @@ function TierHelpPopover({ currentLabel }: { currentLabel: string }) {
                  return (
                    <div key={t} className="flex items-center gap-2">
                      <span className="h-1.5 w-1.5 rounded-full shrink-0" style={s.dotStyle} />
-                      <span className="font-mono font-bold w-12 shrink-0" style={s.labelTextStyle}>{t === 'none' ? '无' : t}</span>
+                      <span className="font-mono font-bold w-12 shrink-0" style={s.labelTextStyle}>{t === 'none' ? 'None' : t}</span>
                      <span className="text-secondary">{s.desc}</span>
                    </div>
                  )
                })}
              </div>

+              <div className="mb-3 rounded-btn border border-warning/30 bg-warning/10 px-2.5 py-1.5 text-[11px] font-medium text-warning">
+                高等档位包含较低档位的全部权益。
+              </div>
+
              {/* 检测说明 */}
              <div className="text-secondary space-y-1.5">
                <div className="font-medium text-foreground">档位检测说明</div>
-                <p>保存 Key 后系统会在付费端点逐一试探数据能力:连单只日K都拿不到则判为「无」(不存 Key);有日K但无复权因子则判为「Free」;有复权因子再按代表能力判定 Starter/Pro/Expert。</p>
-                <p className="text-muted">无档与免费档运行时都走免费数据通道(仅历史日K),区别仅在于是否保存了 Key。付费档走付费端点,享有实时行情等完整能力。</p>
+                <p>保存 Key 后系统会在付费端点逐一试探数据能力:连单只日K都拿不到则判为「None」(不存 Key);有日K但无复权因子则判为「Free」;有复权因子再按代表能力判定 Starter/Pro/Expert。</p>
+                <p className="text-muted">None 档与 Free 档运行时都走免费数据通道(仅历史日K),区别仅在于是否保存了 Key。付费档走付费端点,享有实时行情等完整能力。</p>
              </div>
            </motion.div>
          </>
@@ -39,7 +39,8 @@ const BUILTIN_PAGES: NavEntry[] = [
  { id: '/concept-analysis', label: '概念分析', type: 'builtin', visible: true },
  { id: '/industry-analysis', label: '行业分析', type: 'builtin', visible: true },
  { id: '/stock-analysis', label: '个股分析', type: 'builtin', visible: true },
-  { id: '/financials', label: '财务', type: 'builtin', visible: true },
+  { id: '/review', label: '复盘', type: 'builtin', visible: true },
+  { id: '/financials', label: '财务分析', type: 'builtin', visible: true },
  { id: '/indices', label: '指数', type: 'builtin', visible: true },
  { id: '/trading', label: '交易', type: 'builtin', visible: true },
  { id: '/monitor', label: '监控中心', type: 'builtin', visible: true },
@@ -1,13 +1,14 @@
 import { useState, useCallback, useEffect, useRef } from 'react'
-import { useQueryClient, useMutation } from '@tanstack/react-query'
+import { Link } from 'react-router-dom'
+import { useQueryClient, useMutation, useQuery } from '@tanstack/react-query'
 import {
  Activity,
-  Shield,
  Wifi,
  BarChart3,
  Flame,
  Zap,
-  Bell,
+  Webhook,
+  ChevronDown,
 } from 'lucide-react'
 import {
  usePreferences,
@@ -46,13 +47,15 @@ export function SettingsMonitoringPanel({ highlight }: { highlight?: string } =
  const { data: intervalData } = useQuoteInterval()
  const updateInterval = useUpdateQuoteInterval()
  const toggleQuote = useToggleRealtimeQuotes()
-  // none/free 档(无实时行情权限)→ rank < starter(1)
-  const isFreeTier = tierRank(caps?.label ?? '') < 1
+  const tier = tierRank(caps?.label ?? '')
+  const isNoneTier = tier < 0
+  const isFreeTier = tier === 0
  const realtimeEnabled = prefs?.realtime_quotes_enabled ?? false
  const refreshPages = prefs?.sse_refresh_pages ?? {}
  const limitLadderMonitor = prefs?.limit_ladder_monitor_enabled ?? false
-  const systemNotify = prefs?.system_notify_enabled ?? false
  const hasDepth = !!caps?.capabilities?.['depth5.batch']
+  // 新建监控规则时是否默认勾选飞书推送 (全局默认值, 单条规则可独立修改)
+  const webhookDefault = prefs?.webhook_enabled_default ?? false
  const sidebarIndexSymbols = prefs?.sidebar_index_symbols ?? SIDEBAR_INDEX_OPTIONS.map(i => i.symbol)
  const indicesPinned = prefs?.indices_nav_pinned ?? true
  const isRunning = quoteStatus?.running ?? false
@@ -60,6 +63,27 @@ export function SettingsMonitoringPanel({ highlight }: { highlight?: string } =
  const interval = intervalData?.interval ?? 10
  const minInterval = intervalData?.min_interval ?? 5
  const maxInterval = intervalData?.max_interval ?? 60
+  const [intervalDraft, setIntervalDraft] = useState(interval)
+  const feishuWebhookUrl = prefs?.feishu_webhook_url ?? ''
+  const feishuWebhookSecret = prefs?.feishu_webhook_secret ?? ''
+  const [feishuDraft, setFeishuDraft] = useState(feishuWebhookUrl)
+  const [feishuSecretDraft, setFeishuSecretDraft] = useState(feishuWebhookSecret)
+  const [feishuError, setFeishuError] = useState('')
+  // 飞书渠道配置区展开态 (推送通知卡片内)
+  const [channelOpen, setChannelOpen] = useState(false)
+  useEffect(() => {
+    setFeishuDraft(feishuWebhookUrl)
+    setFeishuSecretDraft(feishuWebhookSecret)
+  }, [feishuWebhookUrl, feishuWebhookSecret])
+  const watchlistSymbols = prefs?.realtime_watchlist_symbols ?? []
+  const watchlist = useQuery({
+    queryKey: QK.watchlist,
+    queryFn: () => api.watchlistList(),
+    enabled: isFreeTier && watchlistSymbols.length > 0,
+  })
+  const watchlistNameBySymbol = new Map(
+    (watchlist.data?.symbols ?? []).map(row => [row.symbol, row.name] as const),
+  )

  const save = useCallback(async (cfg: Record<string, unknown>) => {
    try {
@@ -95,11 +119,31 @@ export function SettingsMonitoringPanel({ highlight }: { highlight?: string } =
    qc.invalidateQueries({ queryKey: QK.preferences })
  }, [qc])

-  const toggleSystemNotify = useCallback(async (enabled: boolean) => {
-    await api.updateSystemNotify(enabled)
+  const toggleWebhookDefault = useCallback(async (enabled: boolean) => {
+    await api.updateWebhookDefault(enabled)
    qc.invalidateQueries({ queryKey: QK.preferences })
  }, [qc])

+  const saveFeishuWebhook = useMutation({
+    mutationFn: ({ url, secret }: { url: string; secret: string }) => api.updateFeishuWebhook(url, secret),
+    onSuccess: () => {
+      setFeishuError('')
+      toast('飞书 Webhook 已保存', 'success')
+      qc.invalidateQueries({ queryKey: QK.preferences })
+    },
+    onError: (err: any) => setFeishuError(String(err?.message ?? '保存失败')),
+  })
+  const FEISHU_PREFIX = 'https://open.feishu.cn/open-apis/bot/v2/hook/'
+  const submitFeishu = useCallback(() => {
+    const url = feishuDraft.trim()
+    const secret = feishuSecretDraft.trim()
+    if (url && !url.startsWith(FEISHU_PREFIX)) {
+      setFeishuError('地址需以 ' + FEISHU_PREFIX + ' 开头')
+      return
+    }
+    saveFeishuWebhook.mutate({ url, secret })
+  }, [feishuDraft, feishuSecretDraft, saveFeishuWebhook])
+
  const runFix = useMutation({
    mutationFn: () => api.runLimitLadderFix(),
    onSuccess: (data) => {
@@ -110,6 +154,18 @@ export function SettingsMonitoringPanel({ highlight }: { highlight?: string } =
    onError: () => toast('修正请求失败', 'error'),
  })

+  useEffect(() => {
+    setIntervalDraft(interval)
+  }, [interval])
+
+  useEffect(() => {
+    if (intervalDraft === interval) return
+    const t = window.setTimeout(() => {
+      updateInterval.mutate(intervalDraft)
+    }, 2000)
+    return () => window.clearTimeout(t)
+  }, [intervalDraft, interval, updateInterval])
+
  // highlight=depth-fix 时闪烁高亮连板梯队修正卡片
  const [flash, setFlash] = useState(false)
  const flashedRef = useRef(false)
@@ -125,8 +181,7 @@ export function SettingsMonitoringPanel({ highlight }: { highlight?: string } =
    }
  }, [highlight])

-  // Free 档位 — 显示升级提示
-  if (isFreeTier) {
+  if (isNoneTier) {
    return (
      <div className="flex flex-col items-center justify-center py-20 text-center">
        <div className="inline-flex items-center justify-center w-14 h-14 rounded-2xl
@@ -135,8 +190,7 @@ export function SettingsMonitoringPanel({ highlight }: { highlight?: string } =
        </div>
        <h2 className="text-lg font-medium text-foreground mb-2">实时监控</h2>
        <p className="text-sm text-secondary max-w-md mb-6">
-          实时行情轮询、策略监控等功能需要 Starter 及以上档位。
-          升级后可配置轮询间隔、选择监控策略池。
+          实时行情需要 Free 及以上档位。None 档可使用 free-api 获取历史日K（当日数据需盘后1-2小时），但不能调用付费服务器实时接口。
        </p>
        <a
          href="/settings?tab=account"
@@ -167,10 +221,12 @@ export function SettingsMonitoringPanel({ highlight }: { highlight?: string } =
            <div className="flex items-center justify-between gap-4 py-1">
              <div className="min-w-0">
                <div className="text-sm text-foreground">轮询间隔</div>
-                <div className="text-[11px] text-muted">每轮拉取全市场行情的时间间隔</div>
+                <div className="text-[11px] text-muted">
+                  {isFreeTier ? '每轮拉取自选股实时行情的时间间隔' : '每轮拉取全市场行情的时间间隔'}
+                </div>
              </div>
              <span className="text-[11px] font-mono text-foreground shrink-0 tabular-nums">
-                {interval < 1 ? interval.toFixed(1) : interval.toFixed(0)}s
+                {intervalDraft < 1 ? intervalDraft.toFixed(1) : intervalDraft.toFixed(0)}s
              </span>
            </div>
            <div className="flex items-center gap-3 mt-2">
@@ -179,18 +235,54 @@ export function SettingsMonitoringPanel({ highlight }: { highlight?: string } =
                min={minInterval}
                max={maxInterval}
                step={minInterval < 1 ? 0.1 : minInterval < 3 ? 0.5 : 1}
-                value={interval}
-                onChange={(e) => updateInterval.mutate(parseFloat(e.target.value))}
+                value={intervalDraft}
+                onChange={(e) => setIntervalDraft(parseFloat(e.target.value))}
                className="flex-1 h-1 accent-accent cursor-pointer"
              />
              <span className="text-[10px] text-muted shrink-0">
-                {minInterval}s — {maxInterval}s
+                {intervalDraft !== interval ? '2秒后保存' : `${minInterval}s — ${maxInterval}s`}
              </span>
            </div>
          </div>
        </Card>

-        {/* 页面刷新 */}
+        {isFreeTier && (
+        <Card icon={Activity} title="自选股实时">
+          <div className="mb-3 rounded-btn border border-accent/25 bg-accent/10 px-3 py-2 text-xs font-medium leading-snug text-accent">
+            Free 档开启实时行情时自动监控「自选」页面前 5 个标的，最低 6 秒刷新。
+          </div>
+          {watchlistSymbols.length > 0 ? (
+            <div className="space-y-1.5">
+              {watchlistSymbols.map(symbol => {
+                const name = watchlistNameBySymbol.get(symbol)
+                return (
+                  <div key={symbol} className="flex items-center justify-between rounded-btn bg-base/50 border border-border px-2 py-1.5">
+                    <div className="min-w-0 flex items-baseline gap-1.5">
+                      <span className="text-xs font-mono text-foreground">{symbol}</span>
+                      {name && <span className="truncate text-[11px] text-secondary">{name}</span>}
+                    </div>
+                    <span className="text-[10px] text-muted shrink-0">自选页</span>
+                  </div>
+                )
+              })}
+            </div>
+          ) : (
+            <div className="rounded-btn border border-border bg-base/40 px-3 py-3 text-xs text-muted">
+              自选列表为空，Free 实时行情开启前请先添加自选股。
+            </div>
+          )}
+          <div className="mt-2 flex items-center justify-between gap-3">
+            <span className="text-[10px] text-muted">当前 {watchlistSymbols.length}/5 只</span>
+            <Link
+              to="/watchlist"
+              className="px-3 py-1 rounded-btn bg-elevated text-secondary text-xs font-medium hover:text-foreground transition-colors"
+            >
+              管理自选
+            </Link>
+          </div>
+        </Card>
+        )}
+        {!isFreeTier && (
        <Card icon={Wifi} title="页面实时刷新">
          <p className="text-xs text-secondary mb-4">
            选择哪些页面跟随 SSE 实时刷新数据。关闭的页面不会被推送，
@@ -208,7 +300,9 @@ export function SettingsMonitoringPanel({ highlight }: { highlight?: string } =
            ))}
          </div>
        </Card>
+        )}

+        {!isFreeTier && (
        <Card icon={BarChart3} title="左侧菜单指数">
          <p className="text-xs text-secondary mb-4">
            选择实时行情开启时，左侧菜单底部显示哪些指数点位和涨跌幅。
@@ -233,33 +327,12 @@ export function SettingsMonitoringPanel({ highlight }: { highlight?: string } =
            />
          </div>
        </Card>
+        )}
      </div>

      {/* ========== 右列 ========== */}
      <div className="space-y-6">
-        {/* 策略监控已迁移至监控中心 */}
-        <Card icon={Shield} title="策略监控">
-          <p className="text-xs text-secondary mb-3">
-            策略监控、个股信号监控、价格监控已统一到「监控中心」页面,支持灵活配置触发条件、冷却期和作用范围。
-          </p>
-          <a
-            href="#/monitor"
-            className="inline-flex items-center gap-1.5 px-3 py-1.5 rounded-btn bg-accent/15 text-accent text-xs font-medium hover:bg-accent/25 transition-colors"
-          >
-            前往监控中心配置 →
-          </a>
-          <div className="mt-3 pt-3 border-t border-border">
-            <ToggleRow
-              icon={Bell}
-              label="系统通知"
-              desc="监控告警同时推送到操作系统通知中心（窗口最小化或后台也能收到）"
-              checked={systemNotify}
-              onChange={toggleSystemNotify}
-            />
-          </div>
-        </Card>
-
-        {/* 连板梯队降级修正 */}
+        {/* 连板梯队降级修正 (移至右列顶部) */}
        <div
          id="depth-fix"
          className={`rounded-card transition-all duration-500 ${flash ? 'ring-2 ring-accent/60 ring-offset-2 ring-offset-base scale-[1.01]' : 'ring-0 ring-transparent'}`}
@@ -305,6 +378,122 @@ export function SettingsMonitoringPanel({ highlight }: { highlight?: string } =
          )}
        </Card>
        </div>
+
+        {/* 推送通知 — 监控告警的外部推送渠道 (全局配置)。
+            飞书已实现; 微信开发中, QMT/ptrade 待定。
+            每个渠道合并成一行: 勾选=新建规则默认推送, 点行展开地址配置。 */}
+        <Card icon={Webhook} title="推送通知">
+          <p className="text-xs text-secondary mb-3">
+            监控规则命中后,可把告警推送到外部。勾选渠道作为<b className="text-foreground/80">新建规则的默认推送</b>,
+            单条规则仍可在编辑页独立修改。
+          </p>
+
+          {/* 渠道列表 — 每行一个渠道, 勾选默认 + 点行展开地址配置 */}
+          <div className="space-y-2">
+            {/* 飞书 (可用): 勾选默认 + 展开地址配置 */}
+            <div className="rounded-btn border border-border/60 bg-base/40 overflow-hidden">
+              <div
+                onClick={() => setChannelOpen(o => !o)}
+                className="flex items-center gap-2 px-2.5 py-2 cursor-pointer transition-colors hover:bg-base/60"
+              >
+                <input
+                  type="checkbox"
+                  checked={webhookDefault}
+                  onChange={e => { e.stopPropagation(); toggleWebhookDefault(e.target.checked) }}
+                  onClick={e => e.stopPropagation()}
+                  title="作为新建规则的默认推送渠道"
+                  className="h-3 w-3 accent-accent cursor-pointer"
+                />
+                <span className="text-[11px] font-medium text-foreground">飞书</span>
+                <span className="text-[9px] text-muted">群机器人</span>
+                {webhookDefault && (
+                  <span className="rounded bg-accent/15 px-1 py-px text-[9px] text-accent">默认</span>
+                )}
+                <span className={`ml-auto text-[9px] ${feishuWebhookUrl ? 'text-emerald-500' : 'text-warning'}`}>
+                  {feishuWebhookUrl ? '已配置' : '未配置'}
+                </span>
+                <ChevronDown className={`h-3 w-3 text-muted transition-transform ${channelOpen ? 'rotate-180' : ''}`} />
+              </div>
+
+              {/* 飞书地址配置 — 行内展开 */}
+              {channelOpen && (
+                <div className="border-t border-border/60 bg-base/30 p-3">
+                  <label className="block space-y-1.5">
+                    <span className="text-[11px] text-muted">Webhook 地址</span>
+                    <input
+                      value={feishuDraft}
+                      onChange={e => setFeishuDraft(e.target.value)}
+                      placeholder={FEISHU_PREFIX + 'xxxxxxxx'}
+                      className="h-9 w-full rounded-btn border border-border bg-base px-3 text-xs font-mono text-foreground focus:outline-none focus:border-accent/50"
+                    />
+                  </label>
+
+                  <label className="block mt-2 space-y-1.5">
+                    <span className="text-[11px] text-muted">签名密钥 (可选 · 启用签名校验时填)</span>
+                    <input
+                      type="password"
+                      value={feishuSecretDraft}
+                      onChange={e => setFeishuSecretDraft(e.target.value)}
+                      placeholder="机器人未启用签名校验则留空"
+                      className="h-9 w-full rounded-btn border border-border bg-base px-3 text-xs font-mono text-foreground focus:outline-none focus:border-accent/50"
+                    />
+                  </label>
+
+                  {feishuError && (
+                    <div className="mt-2 text-[11px] text-danger">{feishuError}</div>
+                  )}
+
+                  <div className="mt-2 flex items-center gap-2">
+                    <button
+                      onClick={submitFeishu}
+                      disabled={saveFeishuWebhook.isPending || (feishuDraft.trim() === feishuWebhookUrl && feishuSecretDraft.trim() === feishuWebhookSecret)}
+                      className="px-3 py-1.5 rounded-btn bg-accent text-base text-xs font-medium disabled:opacity-50 cursor-pointer hover:bg-accent/90 transition-colors"
+                    >
+                      {saveFeishuWebhook.isPending ? '保存中…' : '保存'}
+                    </button>
+                    {feishuWebhookUrl && (
+                      <span className="text-[10px] text-emerald-500">● 已配置</span>
+                    )}
+                  </div>
+
+                  <details className="mt-3 text-[10px] text-muted">
+                    <summary className="cursor-pointer hover:text-secondary">如何获取飞书 Webhook 地址?</summary>
+                    <ol className="mt-1.5 space-y-1 pl-4 list-decimal leading-relaxed">
+                      <li>打开飞书,进入目标群聊 → 群设置 → <b>群机器人</b></li>
+                      <li>点击「添加机器人」→ 选择「<b>自定义机器人</b>」</li>
+                      <li>填写机器人名称后添加,复制生成的 Webhook 地址</li>
+                      <li>安全设置若启用了「<b>签名校验</b>」,把密钥一并复制填到「签名密钥」框</li>
+                      <li>粘贴到上方输入框并保存</li>
+                    </ol>
+                    <p className="mt-1.5 pl-4 text-muted/70">
+                      📖 官方文档:
+                      <a href="https://open.feishu.cn/document/client-docs/bot-v3/add-custom-bot?lang=zh-CN" target="_blank" rel="noreferrer" className="text-accent hover:text-accent/80">
+                        自定义机器人使用指南 ↗
+                      </a>
+                    </p>
+                  </details>
+                </div>
+              )}
+            </div>
+
+            {/* 占位渠道 — 不可点 */}
+            {[
+              { name: '微信', hint: '公众号/企业微信', status: '开发中' },
+              { name: 'QMT', hint: '量化交易终端', status: '待定' },
+              { name: 'ptrade', hint: '量化交易终端', status: '待定' },
+            ].map(ch => (
+              <div
+                key={ch.name}
+                className="flex items-center gap-2 rounded-btn border border-border/40 bg-base/20 px-2.5 py-2 opacity-60"
+              >
+                <input type="checkbox" disabled className="h-3 w-3 accent-accent" />
+                <span className="text-[11px] text-secondary">{ch.name}</span>
+                <span className="text-[9px] text-muted">{ch.hint}</span>
+                <span className="ml-auto rounded bg-muted/10 px-1 py-px text-[9px] text-muted">{ch.status}</span>
+              </div>
+            ))}
+          </div>
+        </Card>
      </div>
    </div>
  )
@@ -5,8 +5,7 @@
 */
 import { useState, useCallback } from 'react'
 import { useQueryClient } from '@tanstack/react-query'
-import { Settings2, Trash2, RefreshCw, Bell, Volume2, Info, Sun } from 'lucide-react'
-import { useTheme, type Theme } from '@/components/ThemeProvider'
+import { Settings2, Trash2, RefreshCw, Bell, Volume2, Info } from 'lucide-react'
 import { usePreferences, useVersion } from '@/lib/useSharedQueries'
 import { api } from '@/lib/api'
 import { QK } from '@/lib/queryKeys'
@@ -67,21 +66,6 @@ export function SettingsSystemPanel() {
      />

      <section className="rounded-card border border-border bg-surface p-5">
-        <div className="flex items-center gap-2 mb-4">
-          <Sun className="h-4 w-4 text-accent" />
-          <h3 className="text-sm font-medium text-foreground">外观</h3>
-        </div>
-
-        <div className="flex items-center justify-between gap-4 py-2">
-          <div className="min-w-0">
-            <div className="text-sm text-foreground">主题模式</div>
-            <div className="text-[11px] text-muted truncate">选择浅色、深色或跟随系统</div>
-          </div>
-          <ThemeSelect />
-        </div>
-      </section>
-
-      <section className="rounded-card border border-border bg-surface p-5 mt-6">
        <div className="flex items-center gap-2 mb-4">
          <Settings2 className="h-4 w-4 text-accent" />
          <h3 className="text-sm font-medium text-foreground">策略页</h3>
@@ -231,7 +215,7 @@ export function SettingsSystemPanel() {
            <div className="text-[11px] text-muted truncate">前往 GitHub Releases 下载最新版本</div>
          </div>
          <a
-            href="https://github.com/shy3130/stock-panel/releases/latest"
+            href="https://github.com/shy3130/tickflow-stock-panel/releases/latest"
            target="_blank"
            rel="noreferrer"
            className="inline-flex items-center gap-1.5 px-3 py-1.5 rounded-btn text-xs
@@ -247,29 +231,6 @@ export function SettingsSystemPanel() {
 }


-// ===== ThemeSelect =====
-
-function ThemeSelect() {
-  const { theme, setTheme } = useTheme()
-  const options: { value: Theme; label: string }[] = [
-    { value: 'system', label: '跟随系统' },
-    { value: 'light', label: '浅色' },
-    { value: 'dark', label: '深色' },
-  ]
-  return (
-    <select
-      value={theme}
-      onChange={(e) => setTheme(e.target.value as Theme)}
-      className="h-8 px-2 rounded-btn border border-border bg-base text-xs text-foreground shrink-0"
-    >
-      {options.map((o) => (
-        <option key={o.value} value={o.value}>{o.label}</option>
-      ))}
-    </select>
-  )
-}
-
-
 // ===== ToggleRow =====

 function ToggleRow({
@@ -1,14 +1,11 @@
 import { createBrowserRouter, Navigate } from 'react-router-dom'
-import { AccessGuard } from './components/AccessGuard'
-import { AdminGuard } from './components/AdminGuard'
 import { Layout } from './components/Layout'
-import { Verify } from './pages/Verify'
-import { AdminUuids } from './pages/AdminUuids'
 import { Watchlist } from './pages/Watchlist'
 import { Screener } from './pages/Screener'
 import { Backtest } from './pages/Backtest'
 import { Financials } from './pages/Financials'
 import { Onboarding } from './pages/Onboarding'
+import { Auth } from './pages/Auth'
 import { Data } from './pages/Data'
 import { Monitor } from './pages/Monitor'
 import { Trading } from './pages/Trading'
@@ -17,30 +14,52 @@ import { AnalysisDetail } from './pages/AnalysisDetail'
 import { ConceptAnalysis } from './pages/ConceptAnalysis'
 import { IndustryAnalysis } from './pages/IndustryAnalysis'
 import { StockAnalysis } from './pages/StockAnalysis'
+import { Review } from './pages/Review'
 import { LimitUpLadder } from './pages/LimitUpLadder'
 import { Branding } from './pages/Branding'
 import { Settings } from './pages/Settings'
 import { Indices } from './pages/Indices'
 import { Dev } from './pages/Dev'
+import { useSettings } from './lib/useSharedQueries'
+import { Logo } from './components/Logo'

-// 首次使用守卫 —— 当前已关闭：数据源 Key 已内置，用户无需首次配置。
-// 如需重新启用引导页，恢复下方判定逻辑即可。
+// 首次使用守卫 —— 未完成向导则重定向到 /onboarding
+// 只挂在根路由上;/onboarding 本身不被守卫,避免循环重定向。
+// settings 由 Layout 预取,守卫判定不产生额外请求。
 function OnboardingGuard({ children }: { children: React.ReactNode }) {
+  const settings = useSettings()
+
+  // 仅首次加载(本地无缓存)时显示占位。
+  // 后台重取 (isFetching) 时本地已有上一份缓存可用, 直接放行, 避免切页时整屏 logo 闪烁。
+  // 防误重定向已由 Onboarding/AI 等处 invalidate 前的 setQueryData 同步缓存兜底。
+  if (settings.isLoading) {
+    return (
+      <div className="min-h-screen bg-base grid place-items-center">
+        <div className="flex flex-col items-center gap-3 text-muted">
+          <Logo size={28} className="text-foreground" />
+          <div className="text-xs">加载中…</div>
+        </div>
+      </div>
+    )
+  }
+
+  // 查询出错或字段缺失时不拦截 —— 宁可放行,也不把用户卡在空白页
+  if (settings.data && settings.data.onboarding_completed === false) {
+    return <Navigate to="/onboarding" replace />
+  }
+
  return <>{children}</>
 }

 export const router = createBrowserRouter([
-  { path: '/verify', element: <Verify /> },
  { path: '/onboarding', element: <Onboarding /> },
-  { path: '/admin/uuids', element: <AdminGuard><AdminUuids /></AdminGuard> },
+  { path: '/login', element: <Auth /> },
  {
    path: '/',
    element: (
-      <AccessGuard>
-        <OnboardingGuard>
-          <Layout />
-        </OnboardingGuard>
-      </AccessGuard>
+      <OnboardingGuard>
+        <Layout />
+      </OnboardingGuard>
    ),
    children: [
      { index: true, element: <Dashboard /> },
@@ -50,6 +69,7 @@ export const router = createBrowserRouter([
      { path: 'concept-analysis', element: <ConceptAnalysis /> },
      { path: 'industry-analysis', element: <IndustryAnalysis /> },
      { path: 'stock-analysis', element: <StockAnalysis /> },
+      { path: 'review', element: <Review /> },
      { path: 'watchlist', element: <Watchlist /> },
      { path: 'screener', element: <Screener /> },
      { path: 'backtest', element: <Backtest /> },
@@ -1 +0,0 @@
-{"root":["./src/main.tsx","./src/router.tsx","./src/vite-env.d.ts","./src/components/alerttoast.tsx","./src/components/candlestickchart.tsx","./src/components/columncustomizer.tsx","./src/components/datepicker.tsx","./src/components/echartscandlestick.tsx","./src/components/echartsintraday.tsx","./src/components/emptystate.tsx","./src/components/endpointtestdialog.tsx","./src/components/extdimensionanalysis.tsx","./src/components/layout.tsx","./src/components/listcolumncustomizer.tsx","./src/components/logo.tsx","./src/components/pageheader.tsx","./src/components/sealedbadge.tsx","./src/components/stockdailykchart.tsx","./src/components/stockinfobar.tsx","./src/components/stockintradaychart.tsx","./src/components/stockpanel.tsx","./src/components/stockpreviewdialog.tsx","./src/components/themeprovider.tsx","./src/components/toast.tsx","./src/components/analysis-shared.tsx","./src/components/data/activejobcard.tsx","./src/components/data/depthconfigcard.tsx","./src/components/data/enrichedrebuildpanel.tsx","./src/components/data/extendhistorypanel.tsx","./src/components/data/minutesyncconfig.tsx","./src/components/data/quoteconfigcard.tsx","./src/components/data/scheduleeditor.tsx","./src/components/data/schemamodal.tsx","./src/components/data/sectiontitle.tsx","./src/components/data/settingsmodal.tsx","./src/components/data/skeleton.tsx","./src/components/data/statcard.tsx","./src/components/ext-data/createextdialog.tsx","./src/components/ext-data/editextdialog.tsx","./src/components/ext-data/extdataapipanel.tsx","./src/components/ext-data/extdatapullpanel.tsx","./src/components/ext-data/extdatastatcard.tsx","./src/components/financials/stockfinancialdetail.tsx","./src/components/financials/stockfinancialsearch.tsx","./src/components/monitor/ruleeditor.tsx","./src/components/screener/screenerfilter.tsx","./src/components/screener/screenertable.tsx","./src/components/screener/signalpicker.tsx","./src/components/screener/strategybuilderdialog.tsx","./src/components/screener/strategycard.tsx","./src/components/screener/strategypooldialog.tsx","./src/components/screener/strategysettingsdialog.tsx","./src/components/screener/strategystoredialog.tsx","./src/components/signals/customsignaldialog.tsx","./src/components/signals/signaltriggeractions.tsx","./src/components/stock-table/minicandlestick.tsx","./src/components/stock-table/stockdatatable.tsx","./src/components/stock-table/primitives.tsx","./src/components/stock-table/usetablesort.ts","./src/lib/analysis-adapter.ts","./src/lib/api.ts","./src/lib/backtesttask.ts","./src/lib/board.ts","./src/lib/capability-labels.tsx","./src/lib/charttheme.ts","./src/lib/cn.ts","./src/lib/colors.ts","./src/lib/format.ts","./src/lib/list-columns.ts","./src/lib/monitorbadge.ts","./src/lib/notificationsound.ts","./src/lib/querykeys.ts","./src/lib/screener-columns.ts","./src/lib/signals.ts","./src/lib/stock-info-fields.ts","./src/lib/stock-table.ts","./src/lib/storage.ts","./src/lib/usefinancials.ts","./src/lib/usequeryconfig.ts","./src/lib/usequotestream.ts","./src/lib/usesharedmutations.ts","./src/lib/usesharedqueries.ts","./src/lib/usestrategypool.ts","./src/lib/watchlist-columns.ts","./src/pages/analysis.tsx","./src/pages/analysisdetail.tsx","./src/pages/backtest.tsx","./src/pages/branding.tsx","./src/pages/conceptanalysis.tsx","./src/pages/dashboard.tsx","./src/pages/data.tsx","./src/pages/dev.tsx","./src/pages/financials.tsx","./src/pages/indices.tsx","./src/pages/industryanalysis.tsx","./src/pages/limitupladder.tsx","./src/pages/monitor.tsx","./src/pages/onboarding.tsx","./src/pages/screener.tsx","./src/pages/settings.tsx","./src/pages/stockanalysis.tsx","./src/pages/trading.tsx","./src/pages/watchlist.tsx","./src/pages/backtest/factorbacktest.tsx","./src/pages/backtest/strategybacktest.tsx","./src/pages/backtest/charts/factorgroupnavchart.tsx","./src/pages/backtest/charts/factoricchart.tsx","./src/pages/backtest/charts/returndistributionchart.tsx","./src/pages/backtest/charts/strategynavchart.tsx","./src/pages/backtest/charts/useecharts.ts","./src/pages/backtest/components/tradeklinemodal.tsx","./src/pages/settings/ai.tsx","./src/pages/settings/customsignals.tsx","./src/pages/settings/extpages.tsx","./src/pages/settings/keys.tsx","./src/pages/settings/menusettings.tsx","./src/pages/settings/monitoring.tsx","./src/pages/settings/system.tsx"],"version":"5.9.3"}
				`@@ -1 +0,0 @@`
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