新增同步 ext_data(概念/行业) 和本地化财务数据展示

- 将 ext_data 加入 SYNCABLE_PARTS，概念/行业分类数据可从 local 同步到 serve
- 去掉 serve 财务分析接口的 Cap.FINANCIAL 能力门控，依赖本地 parquet 文件来展示数据
- serve 财务分析前端在无 API Key 但有同步数据时正常展示，隐藏同步按钮

Co-Authored-By: Claude Opus 4.7 <noreply@anthropic.com>

serve/backend/app/api/data_sync.py

@@ -25,6 +25,7 @@ SYNCABLE_PARTS = {
     "instruments", "instruments_index", "instruments_etf",
     "financials",
     "pools",
+    "ext_data",
 }
 
 

serve/backend/app/api/financials.py

@@ -20,11 +20,7 @@ router = APIRouter(prefix="/api/financials", tags=["financials"])
 
 @router.get("/status")
 def financial_status(request: Request):
-    """返回各财务表的同步状态。无需 FINANCIAL 权限（前端根据 available 决定是否展示）。"""
-    capset = request.app.state.capabilities
-    if not capset.has(Cap.FINANCIAL):
-        return {"available": False, "tables": {}}
-
+    """返回各财务表的同步状态。"""
     data_dir = request.app.state.repo.store.data_dir
     tables = {}
 
@@ -42,15 +38,16 @@ def financial_status(request: Request):
         else:
             tables[table] = {"rows": 0, "symbols": 0}
 
+    capset = request.app.state.capabilities
+    has_cap = capset.has(Cap.FINANCIAL)
     fs = getattr(request.app.state, "financial_scheduler", None)
     last_sync = fs.last_sync if fs else {}
+    has_data = any(t.get("rows", 0) > 0 for t in tables.values())
 
     return {
-        "available": True,
+        "available": has_cap or has_data,
         "tables": tables,
         "last_sync": last_sync,
-        # 服务端是否正在同步(手动触发)——前端据此显示"同步中"并防重复点击,
-        # 且刷新页面后仍能正确反映服务端状态。
         "syncing": bool(fs and fs.is_syncing),
     }
 
@@ -58,9 +55,6 @@ def financial_status(request: Request):
 @router.get("/metrics")
 def get_metrics(request: Request, symbol: str | None = None):
     """查询核心财务指标。"""
-    capset = request.app.state.capabilities
-    capset.require(Cap.FINANCIAL)
-
     df = get_financial_df(request.app.state.repo.store.data_dir, "metrics")
     if df.is_empty():
         return {"data": []}
@@ -72,9 +66,6 @@ def get_metrics(request: Request, symbol: str | None = None):
 @router.get("/income")
 def get_income(request: Request, symbol: str | None = None):
     """查询利润表。"""
-    capset = request.app.state.capabilities
-    capset.require(Cap.FINANCIAL)
-
     df = get_financial_df(request.app.state.repo.store.data_dir, "income")
     if df.is_empty():
         return {"data": []}
@@ -86,9 +77,6 @@ def get_income(request: Request, symbol: str | None = None):
 @router.get("/balance-sheet")
 def get_balance_sheet(request: Request, symbol: str | None = None):
     """查询资产负债表。"""
-    capset = request.app.state.capabilities
-    capset.require(Cap.FINANCIAL)
-
     df = get_financial_df(request.app.state.repo.store.data_dir, "balance_sheet")
     if df.is_empty():
         return {"data": []}
@@ -100,9 +88,6 @@ def get_balance_sheet(request: Request, symbol: str | None = None):
 @router.get("/cash-flow")
 def get_cash_flow(request: Request, symbol: str | None = None):
     """查询现金流量表。"""
-    capset = request.app.state.capabilities
-    capset.require(Cap.FINANCIAL)
-
     df = get_financial_df(request.app.state.repo.store.data_dir, "cash_flow")
     if df.is_empty():
         return {"data": []}