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>

local/backend/app/api/data_sync.py

@@ -36,6 +36,7 @@ SYNCABLE_PARTS = [
     "instruments_etf",
     "financials",
     "pools",
+    "ext_data",
 ]
 
 

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）。"""
+    """返回各财务表的同步状态。"""
-    capset = request.app.state.capabilities
-    if not capset.has(Cap.FINANCIAL):
-        return {"available": False, "tables": {}}
-
     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": []}

serve/frontend/src/pages/Financials.tsx

@@ -57,7 +57,20 @@ export function Financials() {
     rememberStock(symbol, name)
   }
 
+  // 无 Expert 能力时: 等 status 加载完, 判断是否有从 local 同步来的数据
   if (!hasFinancial) {
+    if (isLoading) {
+      return (
+        <>
+          <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="flex items-center justify-center py-16">
+            <Loader2 className="h-5 w-5 animate-spin text-muted" />
+          </div>
+        </>
+      )
+    }
+    if (!status?.available) {
+      // 既无 Expert 能力, 也无同步数据 → 锁定页
       return (
         <>
           <PageHeader title="财务分析" subtitle="利润表 / 资负表 / 现金流 / 关键指标 / AI分析 · Expert" />
@@ -70,7 +83,6 @@ 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" />
@@ -94,6 +106,8 @@ export function Financials() {
         </>
       )
     }
+    // 有同步数据, 继续展示
+  }
 
   const handleSync = (table: string) => {
     // 防重复点击:syncing 中不再触发(后端 trigger 也有 _is_syncing 兜底)
@@ -171,6 +185,7 @@ export function Financials() {
                     : '同步中…'}
               </span>
             )}
+            {hasFinancial && (
               <button
                 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 transition-all duration-150 disabled:opacity-40 disabled:cursor-not-allowed"
                 onClick={() => handleSync('all')}
@@ -182,6 +197,7 @@ export function Financials() {
                   : <RefreshCw className="h-3.5 w-3.5" />}
                 {syncing ? '同步中…' : '全部同步'}
               </button>
+            )}
           </div>
         }
       />
@@ -233,6 +249,7 @@ export function Financials() {
                         )}
                         <span className="text-xs font-medium text-foreground">{label}</span>
                       </div>
+                      {hasFinancial ? (
                         <button
                           className="text-muted hover:text-accent transition-colors disabled:opacity-30 disabled:cursor-not-allowed"
                           onClick={() => handleSync(key)}
@@ -243,6 +260,9 @@ export function Financials() {
                             ? <Loader2 className="h-3.5 w-3.5 animate-spin" />
                             : <RefreshCw className="h-3.5 w-3.5" />}
                         </button>
+                      ) : (
+                        <div className="h-3.5 w-3.5" />
+                      )}
                     </div>
                     <div className="mt-2 text-xl font-semibold tabular-nums text-foreground">
                       {fmtBigNum(info?.rows ?? 0)}