hjg 账号默认使用 DeepSeek Pro AI 配置

移除能力检查、同步按钮、进度追踪等未用代码，
仅靠 status.available 判断数据是否存在。

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

README.md

@@ -1 +1,49 @@
-# README
+# A股智能量化工作台
+
+本项目是一个面向个人散户与量化爱好者的 **A 股「选股 + 监控 + 回测」量化工作台**，采用前后端分离架构，支持 Docker 一键部署。
+
+## 目录结构
+
+```
+stock/
+├── local/    # 本地完整版（满血功能）
+└── serve/    # 服务端轻量版（备份 + 基础查看）
+```
+
+### local/ — 本地完整版
+
+自托管的满血工作站，所有功能本地运行：
+
+- **选股**：20+ 内置策略，支持自定义信号与 AI 生成策略
+- **回测**：基于 vectorbt 的向量化回测，支持 T+1、手续费、止损等真实约束
+- **实时监控**：策略 / 个股信号 / 价格 / 异动四类规则，SSE 实时告警 + 飞书推送
+- **个股分析**：日 K 图表、9 类关键价位、AI 四维分析
+- **数据扩展**：TickFlow 多源数据 + 第三方 HTTP / CSV / Excel 接入
+
+详细说明与部署指南见 [`local/README.md`](./local/README.md)。
+
+### serve/ — 服务端轻量版
+
+`local/` 的云端伴侣，用于**数据备份**与**远程基础查看**：
+
+- 接收 `local/` 推送的选股结果、复盘报告、历史 K 线等基础数据
+- 支持多用户（admin / viewer）角色隔离
+- 不包含回测、实时监控、实时行情等需要本地运行的能力
+
+详细说明与部署指南见 [`serve/README.md`](./serve/README.md)。
+
+## 快速选择
+
+| 场景 | 使用目录 |
+| :--- | :--- |
+| 在自己的电脑 / 服务器上跑完整功能 | [`local/`](./local/README.md) |
+| 只需要远程备份和查看基础数据 | [`serve/`](./serve/README.md) |
+| 既要本地分析，又要远程查看 | 同时部署 `local/` + `serve/`，并通过 `SYNC_SERVE_URL` 同步 |
+
+## 数据安全提示
+
+两个目录下的 `data/` 文件夹均为运行时生成的用户数据，**不纳入 git 管理**。更新代码时 `git pull` 不会影响已有数据，但请勿使用 `git clean -fdx` 或 `git reset --hard`，以免误删数据。
+
+## 开源协议
+
+[MIT](./LICENSE)

local/LICENSE

@@ -1,21 +0,0 @@
-MIT License
-
-Copyright (c) 2026 tickflow-stock-panel contributors
-
-Permission is hereby granted, free of charge, to any person obtaining a copy
-of this software and associated documentation files (the "Software"), to deal
-in the Software without restriction, including without limitation the rights
-to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
-copies of the Software, and to permit persons to whom the Software is
-furnished to do so, subject to the following conditions:
-
-The above copyright notice and this permission notice shall be included in all
-copies or substantial portions of the Software.
-
-THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
-IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
-FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
-AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
-LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
-OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
-SOFTWARE.

local/README.md

@@ -1,10 +1,10 @@
 <div align="center">
 
-# 📈 A股智能量化工作台
+# 📈 A股智能量化工作台（本地完整版）
 
-**自托管、零运维的 A 股「选股 + 监控 + 回测」量化工作台**
+**自托管、满血功能的 A 股「选股 + 监控 + 回测」量化工作台**
 
-**面向个人散户与量化爱好者而生**
+**面向个人散户与量化爱好者，所有功能本地运行**
 
 [![License: MIT](https://img.shields.io/badge/License-MIT-yellow.svg)](./LICENSE)
 [![Python](https://img.shields.io/badge/Python-≥3.11-blue.svg)](https://www.python.org/)
@@ -17,26 +17,23 @@
 
 <div align="center">
 
-**[快速开始](#-快速开始)** · **[核心功能](#-核心功能)** · **[配置](#️-配置)** · **[路线图](#-路线图)**
+**[快速开始](#-快速开始)** · **[核心功能](#-核心功能)** · **[配置](#️-配置)** · **[同步到服务端](#-同步到服务端)**
 
 </div>
 
-- 🆓 **开箱即用** — 留空 Key 即进 None 模式,历史日 K 免费体验,**无需付费**
+- 🆓 **开箱即用** — 留空 Key 即进 None 模式，历史日 K 免费体验，**无需付费**
-- 🏠 **自托管零运维** — Docker 单容器部署,数据完全掌握在自己手里
+- 🏠 **自托管零运维** — Docker 单容器部署，数据完全掌握在自己手里
-- 🔍 **三位一体** — 选股(20 内置策略)+ 实时监控 + 向量化回测,Polars 毫秒级扫描全 A 股
+- 🔍 **三位一体** — 选股（20 内置策略）+ 实时监控 + 向量化回测，Polars 毫秒级扫描全 A 股
-- 🤖 **AI 加持** — 一句话生成策略代码,任意 OpenAI 兼容接口均可接入(留空即关闭)
+- 🤖 **AI 加持** — 一句话生成策略代码，任意 OpenAI 兼容接口均可接入（留空即关闭）
-- 🔌 **自由扩展** — 自有量化项目数据,与内置数据同台分析
+- 📡 **实时行情与监控** — 自选股实时行情、五档盘口、监控规则命中后 SSE 弹窗 + 飞书推送
-- 🇨🇳 **A 股专用** — 盘后自动AI复盘并推送至飞书等;连板梯队、涨停动量、内置ths 概念 / 行业
+- 🔌 **自由扩展** — 自有量化项目数据，与内置数据同台分析
+- 🇨🇳 **A 股专用** — 盘后自动 AI 复盘并推送至飞书等；连板梯队、涨停动量、内置 ths 概念 / 行业
 
+基于 [TickFlow](https://tickflow.org/auth/register?ref=V3KDKGXPEA) 数据源。**明确不做**：不对标同花顺 / 通达信，不内置「AI 荐股 / 涨停预测」。
 
-
+> ⚠️ 考虑到 tickflow 数据源没有人气/资金流向等个性化数据，我将开放自有的第三方数据以供大佬们研究使用，包括但不限于当前内置的 ths 概念/ths 行业（后续更新在这里）
- 基于 [TickFlow](https://tickflow.org/auth/register?ref=V3KDKGXPEA) 数据源。**明确不做**:不对标同花顺 / 通达信,不内置「AI 荐股 / 涨停预测」。
+>
-
+> 有更多稳定免费数据源推荐，或者提交建议/意见的大佬可以邮件到 415333856@qq.com，q群 109338242
-> ⚠️ 考虑到tickflow数据源没有人气/资金流向等个性化数据,我将开放自有的第三方数据以供大佬们研究使用,包括但不限于当前内置的ths概念/ths行业(后续更新在这里)
-
- 
-> 有更多稳定免费数据源推荐,或者提交建议/意见的大佬可以邮件到 415333856@qq.com,q群 109338242
-
 
 觉得有用可以点个 Star，蟹蟹 🌹
 
@@ -44,7 +41,9 @@
 
 ## 🎯 项目定位
 
-**面向个人散户与量化爱好者的 A 股分析工作台**,聚焦「**选股 + 监控 + 回测**」三大场景,LLM能力驱动进行市场分析，掌控市场节奏；让普通投资者也能拥有一套可自定义策略的量化工具。
+`local/` 目录下的版本是**本地完整版**，面向希望在自己的电脑或局域网中运行全部功能的用户。
+
+它包含完整的选股、回测、实时监控、个股分析、财务分析、连板梯队、概念/行业分析等全部能力，是项目功能的「满血」形态。同时支持把数据同步到远程 `serve/` 服务端，作为云端备份和基础数据查看入口。
 
 ---
 
@@ -96,19 +95,19 @@
 | [`uv`](https://docs.astral.sh/uv/) | latest | `curl -LsSf https://astral.sh/uv/install.sh \| sh` |
 | `pnpm`                             | 9      | `npm i -g pnpm`                                    |
 
-### 方式 A:Dev 模式(二次开发推荐)
+### 方式 A：Dev 模式（二次开发推荐）
 
 ```bash
-cp .env.example .env       # 按需填 TICKFLOW_API_KEY(留空 = None 模式)
+cp .env.example .env       # 按需填 TICKFLOW_API_KEY（留空 = None 模式）
 ./dev.sh                   # Windows: .\dev.ps1
 ```
 
-自动检查 / 下载依赖、释放端口、同时起前后端,Ctrl-C 一并关闭。默认:
+自动检查 / 下载依赖、释放端口、同时起前后端，Ctrl-C 一并关闭。默认：
 
 - 后端 → <http://localhost:3018> · 前端 → <http://localhost:3011>
-- 自定义端口:`BACKEND_PORT=8000 FRONTEND_PORT=5173 ./dev.sh`
+- 自定义端口：`BACKEND_PORT=8000 FRONTEND_PORT=5173 ./dev.sh`
 
-### 方式 B:Docker(部署最省心)
+### 方式 B：Docker（部署最省心）
 
 ```bash
 cp .env.example .env
@@ -116,12 +115,14 @@ docker compose up --build
 # 打开 http://localhost:3018
 ```
 
+容器名：`TickFlow_Local`。默认端口 `3018`，数据持久化到 `./data/`。
+
 <details>
-<summary><b>环境适配与高级选项(老 CPU · 手动启动 · 回测依赖)</b></summary>
+<summary><b>环境适配与高级选项（老 CPU · 手动启动 · 回测依赖）</b></summary>
 
-**老 CPU 兼容(avx2/fma 缺失报错或 exit 132)**:桌面客户端安装包已内置兼容内核(新老 CPU 通吃)。Docker / 源码用户在 `.env` 打开 `BACKEND_EXTRAS=legacy-cpu` 后重建,会给 Polars 切到 `rtcompat` 运行时;需回测则 `BACKEND_EXTRAS=legacy-cpu backtest`。
+**老 CPU 兼容（avx2/fma 缺失报错或 exit 132）**：桌面客户端安装包已内置兼容内核（新老 CPU 通吃）。Docker / 源码用户在 `.env` 打开 `BACKEND_EXTRAS=legacy-cpu` 后重建，会给 Polars 切到 `rtcompat` 运行时；需回测则 `BACKEND_EXTRAS=legacy-cpu backtest`。
 
-**手动分别启动:**
+**手动分别启动：**
 
 ```bash
 # 后端
@@ -132,42 +133,42 @@ uv run uvicorn app.main:app --reload --port 3018
 cd frontend && pnpm install && pnpm dev   # http://localhost:3011
 ```
 
-**回测依赖**:vectorbt → numba 体积较大,作为可选 extras(`uv sync --extra backtest`)。macOS / Intel 无预构建 wheel 时需 `brew install cmake` 现场编译。
+**回测依赖**：vectorbt → numba 体积较大，作为可选 extras（`uv sync --extra backtest`）。macOS / Intel 无预构建 wheel 时需 `brew install cmake` 现场编译。
 
 </details>
 
-### 🔄 更新代码(已部署用户必读)
+### 🔄 更新代码（已部署用户必读）
 
-拉取新版本只需一条命令:
+拉取新版本只需一条命令：
 
 ```bash
 git pull
 ```
 
-**整个 `data/` 目录都不纳入 git**——行情 K线、财务、自选、回测、监控记录,乃至概念/行业扩展数据,全部是程序运行时生成/拉取的用户数据,`git pull` 物理上无法影响它们。新用户首次启动时,概念/行业两份扩展数据会自动从远程接口拉取,无需任何手动操作。
+**整个 `data/` 目录都不纳入 git**——行情 K线、财务、自选、回测、监控记录，乃至概念/行业扩展数据，全部是程序运行时生成/拉取的用户数据，`git pull` 物理上无法影响它们。新用户首次启动时，概念/行业两份扩展数据会自动从远程接口拉取，无需任何手动操作。
 
-> ⚠️ **切勿使用以下命令"解决冲突"或"清理",它们会一次性删光 `data/` 下所有未被 git 跟踪的数据:**
+> ⚠️ **切勿使用以下命令"解决冲突"或"清理"，它们会一次性删光 `data/` 下所有未被 git 跟踪的数据：**
-> - `git clean -fdx`(最危险,会删掉所有 `.gitignore` 忽略的文件)
+> - `git clean -fdx`（最危险，会删掉所有 `.gitignore` 忽略的文件）
 > - `git reset --hard`
 > - 直接删除整个项目文件夹重新 `git clone`
 >
-> 若 `git pull` 报冲突,通常是本地误改了被跟踪的文件,请先 `git stash` 暂存再 pull,或单独联系作者,不要直接执行上面的命令。
+> 若 `git pull` 报冲突，通常是本地误改了被跟踪的文件，请先 `git stash` 暂存再 pull，或单独联系作者，不要直接执行上面的命令。
 
 ### 🧭 跑起来后的第一次使用
 
-1. **设置 → 凭据与能力** → 点 **重新检测**,确认档位标签
+1. **设置 → 凭据与能力** → 点 **重新检测**，确认档位标签
-2. **设置** → **立即跑盘后管道**:拉日 K + 计算 enriched 表(None / Free 走 free-api,当日数据盘后 1-2 小时可用)
+2. **设置** → **立即跑盘后管道**：拉日 K + 计算 enriched 表（None / Free 走 free-api，当日数据盘后 1-2 小时可用）
 3. **自选**页加标的 → **选股**页点策略卡片扫描 / 配自定义信号
-4. **回测**页选策略 + 区间 → 看净值 / 夏普 / 交易明细(SSE 实时进度)
+4. **回测**页选策略 + 区间 → 看净值 / 夏普 / 交易明细（SSE 实时进度）
-5. **监控中心**配规则(策略 / 个股信号 / 价格 / 异动),盘中实时弹窗 + 持久化记录
+5. **监控中心**配规则（策略 / 个股信号 / 价格 / 异动），盘中实时弹窗 + 持久化记录
 
 ---
 
 ## ✨ 核心功能
 
-### 🔍 选股引擎(Screener)
+### 🔍 选股引擎（Screener）
 
-**20 个内置策略**,每个策略一个独立 Python 文件,基于 Polars 表达式向量化实现(`backend/app/strategy/builtin/`):
+**20 个内置策略**，每个策略一个独立 Python 文件，基于 Polars 表达式向量化实现（`backend/app/strategy/builtin/`）：
 
 | 类型        | 代表策略                                                 |
 | :---------- | :------------------------------------------------------- |
@@ -175,79 +176,81 @@ git pull
 | 量价 / 涨停 | 量价齐升 · 高换手强势 · 连板股 · 断板反包 · 涨停动量     |
 | 反转 / 波动 | 超跌反弹 · 超卖反转 · 新低反转 · 低波动龙头 · 回踩 MA20  |
 
-**扩展策略的三种方式:**
+**扩展策略的三种方式：**
 
 | 方式              | 说明                                                                                                  |
 | :---------------- | :---------------------------------------------------------------------------------------------------- |
-| **🎛️ 自定义信号** | 不写代码,UI 上 `字段 + 操作符 + 阈值` 组合编译成 Polars 表达式热加载                                  |
+| **🎛️ 自定义信号** | 不写代码，UI 上 `字段 + 操作符 + 阈值` 组合编译成 Polars 表达式热加载                                  |
-| **🤖 AI 生成**    | 一句话描述思路,LLM 读 `strategy-guide.md` 生成完整策略文件(经 `ast` 校验)→ 落入 `data/strategies/ai/` |
+| **🤖 AI 生成**    | 一句话描述思路，LLM 读 `strategy-guide.md` 生成完整策略文件（经 `ast` 校验）→ 落入 `data/strategies/ai/` |
-| **📝 代码迁移**   | 参照开发指南把已有策略改写为 Polars 文件放入 `data/strategies/custom/`,引擎自动发现                   |
+| **📝 代码迁移**   | 参照开发指南把已有策略改写为 Polars 文件放入 `data/strategies/custom/`，引擎自动发现                   |
 
-### 📊 指标流水线(Indicators)
+### 📊 指标流水线（Indicators）
 
-原生 Polars 向量化,全 A 股一次扫表落盘 enriched Parquet:
+原生 Polars 向量化，全 A 股一次扫表落盘 enriched Parquet：
 
-- **均线 / 趋势**:MA(5-60)· EMA · MACD · 动量 · 布林带
+- **均线 / 趋势**：MA（5-60）· EMA · MACD · 动量 · 布林带
-- **震荡 / 波动**:RSI · KDJ · ATR · 年化波动率 · 振幅
+- **震荡 / 波动**：RSI · KDJ · ATR · 年化波动率 · 振幅
-- **量能 / 涨跌停**:量比 · 量均线 · 涨停信号 · 连板数
+- **量能 / 涨跌停**：量比 · 量均线 · 涨停信号 · 连板数
-- **原子信号**:MA / MACD 金叉死叉 · N 日新高新低 · 布林突破
+- **原子信号**：MA / MACD 金叉死叉 · N 日新高新低 · 布林突破
-- **复权**:基于除权因子自动前复权,回测与指标口径一致
+- **复权**：基于除权因子自动前复权，回测与指标口径一致
 
-### 🧪 回测引擎(Backtest)
+### 🧪 回测引擎（Backtest）
 
-基于 vectorbt:**三种模式**(个股 / 策略组合 / 自由信号组合),真实约束(T+1 · 手续费 · 滑点 · 止损 · 最大持仓天数),组合管理(最大持仓 · 敞口 · 等权 / 自定义仓位)。SSE 流式进度支持切页重连,输出净值曲线 · 夏普 · 最大回撤 · 胜率 · 交易明细。
+基于 vectorbt：**三种模式**（个股 / 策略组合 / 自由信号组合），真实约束（T+1 · 手续费 · 滑点 · 止损 · 最大持仓天数），组合管理（最大持仓 · 敞口 · 等权 / 自定义仓位）。SSE 流式进度支持切页重连，输出净值曲线 · 夏普 · 最大回撤 · 胜率 · 交易明细。
 
-### 📡 监控中心(Monitor)
+### 📡 监控中心（Monitor）
 
-统一规则引擎,一个页面管理**四类监控**(策略 · 个股信号 · 价格涨跌 · 全市场异动):
+统一规则引擎，一个页面管理**四类监控**（策略 · 个股信号 · 价格涨跌 · 全市场异动）：
 
-- 多条件 AND/OR + 冷却期去重 + 严重级别(info/warn/critical)
+- 多条件 AND/OR + 冷却期去重 + 严重级别（info/warn/critical）
-- 多入口配置:监控中心新建 / 个股详情页「加监控」/ 策略卡片一键开启
+- 多入口配置：监控中心新建 / 个股详情页「加监控」/ 策略卡片一键开启
-- 命中后右下角弹窗(可配声效)+ 持久化到 `alerts.jsonl`,菜单未读徽标
+- 命中后右下角弹窗（可配声效）+ 持久化到 `alerts.jsonl`，菜单未读徽标
-- **触发记录详情**:每条记录展示命中的具体条件(如 `RSI>80`)与当前价位,一眼看清为何触发
+- **触发记录详情**：每条记录展示命中的具体条件（如 `RSI>80`）与当前价位，一眼看清为何触发
-- **飞书 Webhook 推送**:全局一处配置飞书群机器人地址,启用推送的规则命中即推送到飞书群(支持签名校验);可在设置页设「默认推送渠道」,新建规则自动预填
+- **飞书 Webhook 推送**：全局一处配置飞书群机器人地址，启用推送的规则命中即推送到飞书群（支持签名校验）；可在设置页设「默认推送渠道」，新建规则自动预填
+- **SSE 实时推送**：本地运行时，命中告警通过 Server-Sent Events 实时推送到前端
 
-### 📈 个股分析(Beta)
+### 📈 个股分析（Beta）
 
-以「行情 + 关键价位」为主体的单标的决策页:
+以「行情 + 关键价位」为主体的单标的决策页：
 
-- **专用日 K 图表**:主图 + 成交量 + 滑块,默认近 6 个月
+- **专用日 K 图表**：主图 + 成交量 + 滑块，默认近 6 个月
-- **9 类关键价位**(纯函数实时计算,毫秒级):压力支撑 · 成交密集区 · 枢轴点 · 前高前低 · Keltner 通道 · ATR 止损 · 缺口位 · 斐波那契 · 整数关口
+- **9 类关键价位**（纯函数实时计算，毫秒级）：压力支撑 · 成交密集区 · 枢轴点 · 前高前低 · Keltner 通道 · ATR 止损 · 缺口位 · 斐波那契 · 整数关口
-- **AI 四维分析**:技术 / 基本面 / 财务 / 消息面流式生成,实战派交易员视角
+- **AI 四维分析**：技术 / 基本面 / 财务 / 消息面流式生成，实战派交易员视角
 
 ### 🧰 数据与扩展
 
-- **TickFlow 多源数据**:日 K / 分钟 K / 指数 / 财务 / 实时行情
+- **TickFlow 多源数据**：日 K / 分钟 K / 指数 / 财务 / 实时行情
-- **🔌 第三方接入(重点)**:Tushare 等 HTTP 定时拉取 · CSV / Excel 上传 · JSON 写入,自动 schema 发现 + 符号归一,页面可视化配置,**可与自有量化项目数据并入 DuckDB 同台分析**
+- **🔌 第三方接入（重点）**：Tushare 等 HTTP 定时拉取 · CSV / Excel 上传 · JSON 写入，自动 schema 发现 + 符号归一，页面可视化配置，**可与自有量化项目数据并入 DuckDB 同台分析**
-- **盘后定时管道**:APScheduler 15:30 CST 自动拉日 K + 重算 enriched + 跑监控
+- **盘后定时管道**：APScheduler 15:30 CST 自动拉日 K + 重算 enriched + 跑监控
-- **令牌桶限流**:适配各档位 rpm / batch,批量合并 + 增量拉取
+- **令牌桶限流**：适配各档位 rpm / batch，批量合并 + 增量拉取
 
 ---
 
 ## ⚙️ 配置
 
-所有配置从根目录 `.env` 读取(复制 `.env.example` 开始),也可在面板 **设置** 页修改。
+所有配置从根目录 `.env` 读取（复制 `.env.example` 开始），也可在面板 **设置** 页修改。
 
-### 数据源:TickFlow
+### 数据源：TickFlow
 
 ```ini
-TICKFLOW_API_KEY=              # 留空 = None 模式(历史日K免费);填 Key = 按订阅档位解锁
+TICKFLOW_API_KEY=              # 留空 = None 模式（历史日K免费）；填 Key = 按订阅档位解锁
 ```
 
-留空即 None 模式,通过 free-api 使用历史日 K(当日数据盘后 1-2 小时可用);免费注册 Key 后进 Free 模式,开启自选股实时监控。**实时行情按档位**:
+留空即 None 模式，通过 free-api 使用历史日 K（当日数据盘后 1-2 小时可用）；免费注册 Key 后进 Free 模式，开启自选股实时监控。**实时行情按档位**：
 
 | 档位     | 实时能力                                 |
 | :------- | :--------------------------------------- |
-| Free     | 自选页前 5 个标的实时监控(最低 6 秒刷新) |
+| None     | 无实时行情，仅历史日 K                   |
+| Free     | 自选页前 5 个标的实时监控（最低 6 秒刷新） |
 | Starter+ | 全市场实时行情                           |
 | Pro      | 分钟 K + 盘口                            |
 | Expert   | WebSocket + 财务数据                     |
 
-> 完整能力矩阵见 [tickflow.org/pricing](https://tickflow.org/pricing/),高等档位含较低档全部权益。
+> 完整能力矩阵见 [tickflow.org/pricing](https://tickflow.org/pricing/)，高等档位含较低档全部权益。
 
-### AI(可选)
+### AI（可选）
 
-用于自然语言生成策略。**所有配置留空即跳过**,不影响核心功能。支持任意 OpenAI 兼容接口:
+用于自然语言生成策略。**所有配置留空即跳过**，不影响核心功能。支持任意 OpenAI 兼容接口：
 
 ```ini
 AI_PROVIDER=openai_compat              # openai_compat | ollama
@@ -268,15 +271,33 @@ DATA_DIR=./data       # Parquet / DuckDB 数据存储目录
 
 ### 访问密码
 
-面板首次设置访问密码时,出于安全考虑**仅允许本机或内网访问**(防公网陌生人抢先设置锁死面板)。公网服务器部署有两种方式设首个密码:
+面板首次设置访问密码时，出于安全考虑**仅允许本机或内网访问**（防公网陌生人抢先设置锁死面板）。公网服务器部署有两种方式设首个密码：
 
-1. **环境变量预置(推荐)** — 在 `.env` 填入 `AUTH_PASSWORD`,首次启动自动初始化(哈希后写入 `auth.json`,之后不再读取):
+1. **环境变量预置（推荐）** — 在 `.env` 填入 `AUTH_PASSWORD`，首次启动自动初始化（哈希后写入 `auth.json`，之后不再读取）：
    ```ini
-   AUTH_PASSWORD=你的密码    # 至少 6 位;仅首次生效,已设过则不覆盖
+   AUTH_PASSWORD=你的密码    # 至少 6 位；仅首次生效，已设过则不覆盖
    ```
-2. **SSH 端口转发** — 本机执行 `ssh -L 3018:127.0.0.1:3018 用户@服务器IP`,浏览器开 `http://127.0.0.1:3018` 设密码
+2. **SSH 端口转发** — 本机执行 `ssh -L 3018:127.0.0.1:3018 用户@服务器IP`，浏览器开 `http://127.0.0.1:3018` 设密码
 
-> 详细步骤与重置密码见 [docs/deploy-password.md](./docs/deploy-password.md)。设完密码后改密码走页面 UI(`设置 → 修改密码`)。
+> 详细步骤与重置密码见 [docs/deploy-password.md](./docs/deploy-password.md)。设完密码后改密码走页面 UI（`设置 → 修改密码`）。
+
+---
+
+## 🔄 同步到服务端
+
+本地完整版支持把核心数据同步到远程 `serve/` 服务端，作为：
+
+- **异地备份**：防止本地磁盘损坏导致历史数据丢失
+- **远程查看**：在手机或其他设备上通过浏览器查看基础行情与选股结果
+
+配置方式：
+
+```ini
+SYNC_SERVE_URL=https://your-serve.example.com
+SYNC_KEY=your-shared-secret
+```
+
+> 同步是**单向**的：本地 → 服务端。服务端只接收并展示基础数据，不包含本地版的实时行情、回测、监控等复杂能力。详细说明见 `../serve/README.md`。
 
 ---
 
@@ -285,12 +306,13 @@ DATA_DIR=./data       # Parquet / DuckDB 数据存储目录
 | 层           | 选型                                                                                              |
 | :----------- | :------------------------------------------------------------------------------------------------ |
 | **后端**     | FastAPI · Pydantic v2 · APScheduler · sse-starlette                                               |
-| **数据**     | Polars(计算)· DuckDB(查询)· Parquet(存储)                                                         |
+| **数据**     | Polars（计算）· DuckDB（查询）· Parquet（存储）                                                   |
-| **回测**     | vectorbt(全项目唯一 pandas 边界)                                                                  |
+| **回测**     | vectorbt（全项目唯一 pandas 边界）                                                                |
-| **数据源**   | [TickFlow](https://tickflow.org/auth/register?ref=V3KDKGXPEA) 官方 SDK 、其他数据源后续迭代实装   |
+| **数据源**   | [TickFlow](https://tickflow.org/auth/register?ref=V3KDKGXPEA) 官方 SDK                           |
-| **AI**(可选) | OpenAI 兼容接口(DeepSeek / 通义 / Ollama 等)                                                      |
+| **AI**（可选） | OpenAI 兼容接口（DeepSeek / 通义 / Ollama 等）                                                    |
 | **前端**     | React 18 · Vite · TypeScript · Tailwind · Tanstack Query · Lightweight Charts · ECharts · dnd-kit |
-| **部署**     | Docker 两阶段构建,前端 dist 拷进后端镜像,**单容器**                                               |
+| **部署**     | Docker 两阶段构建，前端 dist 拷进后端镜像，**单容器**                                             |
+| **桌面端**   | PyInstaller + Inno Setup（Windows 安装包）                                                        |
 
 ---
 
@@ -301,28 +323,12 @@ DATA_DIR=./data       # Parquet / DuckDB 数据存储目录
 | 0-1    | 仓库骨架 · FastAPI 壳 · 能力探测 · K 线同步与分析页                | ✅   |
 | 2-3    | Polars enriched 流水线 · Screener · vectorbt 回测(T+1/手续费/止损) | ✅   |
 | 4-5    | 监控引擎 · 四类监控规则 · 实时 SSE 推送 · 持久化记录               | ✅   |
-| 6      | 个股分析(专用日 K + 9 类关键价位 + AI 四维分析)                    | ✅   |
+| 6      | 个股分析（专用日 K + 9 类关键价位 + AI 四维分析）                  | ✅   |
-| **v2** | Webhook 推送(QMT/掘金下单)· 板块异动 · 早晚报 · 更多扩展           | 🚧   |
+| **v2** | Webhook 推送（QMT/掘金下单）· 板块异动 · 早晚报 · 更多扩展         | 🚧   |
 
 ---
 
 ## 📚 文档与贡献
 
-- [docs/strategy-guide.md](./docs/strategy-guide.md) —— 策略开发指南(AI 生成与手写规范)
+- [docs/strategy-guide.md](./docs/strategy-guide.md) —— 策略开发指南（AI 生成与手写规范）
 - [docs/](./docs) —— 策略构建步骤、示例
-
-欢迎 Issue 和 PR。新增内置策略:在 `backend/app/strategy/builtin/` 参照现有文件实现 `StrategyDef`,引擎自动发现。
-
----
-
-## ⚠️ 免责声明
-
-本项目仅供**学习与量化研究**,**不构成任何投资建议**。回测结果不代表未来收益。A 股有风险,入市需谨慎。数据准确性以数据源 TickFlow 官方为准。
-
-## 📄 License
-
-[MIT](./LICENSE) © tickflow-stock-panel contributors · 本项目依赖 [TickFlow](https://tickflow.org/auth/register?ref=V3KDKGXPEA) 提供数据服务,使用前请遵守其服务条款。
-
-## 社区
-
-本开源项目已链接并认可 [LINUX DO 社区](https://linux.do)。

serve/LICENSE

@@ -1,21 +0,0 @@
-MIT License
-
-Copyright (c) 2026 tickflow-stock-panel contributors
-
-Permission is hereby granted, free of charge, to any person obtaining a copy
-of this software and associated documentation files (the "Software"), to deal
-in the Software without restriction, including without limitation the rights
-to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
-copies of the Software, and to permit persons to whom the Software is
-furnished to do so, subject to the following conditions:
-
-The above copyright notice and this permission notice shall be included in all
-copies or substantial portions of the Software.
-
-THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
-IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
-FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
-AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
-LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
-OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
-SOFTWARE.

serve/README.md

@@ -1,94 +1,44 @@
 <div align="center">
 
-# 📈 A股智能量化工作台
+# 📈 A股智能量化工作台（服务端备份/查看版）
 
-**自托管、零运维的 A 股「选股 + 监控 + 回测」量化工作台**
+**本地完整版的云端伴侣：数据备份 + 基础数据查看**
 
-**面向个人散户与量化爱好者而生**
+**面向已部署 `local/` 完整版的用户，提供远程备份与轻量查看能力**
 
 [![License: MIT](https://img.shields.io/badge/License-MIT-yellow.svg)](./LICENSE)
 [![Python](https://img.shields.io/badge/Python-≥3.11-blue.svg)](https://www.python.org/)
 [![React](https://img.shields.io/badge/React-18-61dafb.svg)](https://react.dev/)
-[![Data: TickFlow](https://img.shields.io/badge/Data-TickFlow-00b386.svg)](https://tickflow.org/auth/register?ref=V3KDKGXPEA)
 [![Deploy: Docker](https://img.shields.io/badge/Deploy-Docker-2496ed.svg)](./Dockerfile)
-[![GitHub stars](https://img.shields.io/github/stars/shy3130/tickflow-stock-panel?style=social)](https://github.com/shy3130/tickflow-stock-panel/stargazers)
 
 </div>
 
 <div align="center">
 
-**[快速开始](#-快速开始)** · **[核心功能](#-核心功能)** · **[配置](#️-配置)** · **[路线图](#-路线图)**
+**[快速开始](#-快速开始)** · **[功能范围](#-功能范围)** · **[接收本地同步](#-接收本地同步)** · **[部署说明](#-部署说明)**
 
 </div>
 
-- 🆓 **开箱即用** — 留空 Key 即进 None 模式,历史日 K 免费体验,**无需付费**
-- 🏠 **自托管零运维** — Docker 单容器部署,数据完全掌握在自己手里
-- 🔍 **三位一体** — 选股(20 内置策略)+ 实时监控 + 向量化回测,Polars 毫秒级扫描全 A 股
-- 🤖 **AI 加持** — 一句话生成策略代码,任意 OpenAI 兼容接口均可接入(留空即关闭)
-- 🔌 **自由扩展** — 自有量化项目数据,与内置数据同台分析
-- 🇨🇳 **A 股专用** — 盘后自动AI复盘并推送至飞书等;连板梯队、涨停动量、内置ths 概念 / 行业
-
-
-
- 基于 [TickFlow](https://tickflow.org/auth/register?ref=V3KDKGXPEA) 数据源。**明确不做**:不对标同花顺 / 通达信,不内置「AI 荐股 / 涨停预测」。
-
-> ⚠️ 考虑到tickflow数据源没有人气/资金流向等个性化数据,我将开放自有的第三方数据以供大佬们研究使用,包括但不限于当前内置的ths概念/ths行业(后续更新在这里)
-
- 
-> 有更多稳定免费数据源推荐,或者提交建议/意见的大佬可以邮件到 415333856@qq.com,q群 109338242
-
-
-觉得有用可以点个 Star，蟹蟹 🌹
-
 ---
 
 ## 🎯 项目定位
 
-**面向个人散户与量化爱好者的 A 股分析工作台**,聚焦「**选股 + 监控 + 回测**」三大场景,LLM能力驱动进行市场分析，掌控市场节奏；让普通投资者也能拥有一套可自定义策略的量化工具。
+`serve/` 目录下的版本是 **服务端轻量版**，它不是 `local/` 的替代品，而是其**配套服务端**：
+
+- **数据备份**：接收本地完整版推送的核心数据，防止本地磁盘故障导致历史数据丢失
+- **远程查看**：在手机、平板或其他设备上通过浏览器查看基础行情、选股结果、复盘报告等
+- **多用户隔离**：支持 admin / viewer 角色，适合家庭或小团队共享查看
+
+**它不是满血版**，不包含实时行情、回测、实时监控、五档盘口、AI 策略生成等需要本地运行或消耗大量计算/Quota 的能力。所有复杂分析和决策功能，请在 `local/` 本地完整版中使用。
 
 ---
 
-## 📸 界面预览
+## ⚡ 快速开始
-
-<table>
-  <tr>
-    <td width="50%" align="center"><b>看板 Dashboard</b></td>
-    <td width="50%" align="center"><b>策略 Screener</b></td>
-  </tr>
-  <tr>
-    <td width="50%"><img src="./screenshots/dashboard.png" alt="看板页面"></td>
-    <td width="50%"><img src="./screenshots/screener.png" alt="策略页"></td>
-  </tr>
-  <tr>
-    <td width="50%" align="center"><b>回测 Backtest</b></td>
-    <td width="50%" align="center"><b>监控中心 Monitor</b></td>
-  </tr>
-  <tr>
-    <td width="50%"><img src="./screenshots/backtest.png" alt="回测页"></td>
-    <td width="50%"><img src="./screenshots/monitor.png" alt="监控中心"></td>
-  </tr>
-  <tr>
-    <td width="50%" align="center"><b>连板梯队 Limit Ladder</b></td>
-    <td width="50%" align="center"><b>概念分析 Concept</b></td>
-  </tr>
-  <tr>
-    <td width="50%"><img src="./screenshots/limit-ladder.png" alt="连板梯队页"></td>
-    <td width="50%"><img src="./screenshots/concept-analysis.png" alt="概念分析"></td>
-  </tr>
-</table>
-
-<div align="center">
-
-### 📸 [查看更多界面截图 »](./screenshots/README.md)
-
-</div>
-
----
-
-## 🚀 快速开始
 
 ### 前置依赖
 
+与 `local/` 相同：
+
 | 工具                               | 版本   | 安装                                               |
 | :--------------------------------- | :----- | :------------------------------------------------- |
 | Python                             | ≥ 3.11 | [python.org](https://www.python.org/)              |
@@ -96,19 +46,19 @@
 | [`uv`](https://docs.astral.sh/uv/) | latest | `curl -LsSf https://astral.sh/uv/install.sh \| sh` |
 | `pnpm`                             | 9      | `npm i -g pnpm`                                    |
 
-### 方式 A:Dev 模式(二次开发推荐)
+### 方式 A：Dev 模式
 
 ```bash
-cp .env.example .env       # 按需填 TICKFLOW_API_KEY(留空 = None 模式)
+cp .env.example .env       # 配置监听端口、同步密钥等
 ./dev.sh                   # Windows: .\dev.ps1
 ```
 
-自动检查 / 下载依赖、释放端口、同时起前后端,Ctrl-C 一并关闭。默认:
+默认：
 
 - 后端 → <http://localhost:3018> · 前端 → <http://localhost:3011>
-- 自定义端口:`BACKEND_PORT=8000 FRONTEND_PORT=5173 ./dev.sh`
+- 自定义端口：`BACKEND_PORT=8000 FRONTEND_PORT=5173 ./dev.sh`
 
-### 方式 B:Docker(部署最省心)
+### 方式 B：Docker（推荐）
 
 ```bash
 cp .env.example .env
@@ -116,213 +66,151 @@ docker compose up --build
 # 打开 http://localhost:3018
 ```
 
-<details>
+容器名：`stock_panel`。默认端口 `3018`。
-<summary><b>环境适配与高级选项(老 CPU · 手动启动 · 回测依赖)</b></summary>
 
-**老 CPU 兼容(avx2/fma 缺失报错或 exit 132)**:桌面客户端安装包已内置兼容内核(新老 CPU 通吃)。Docker / 源码用户在 `.env` 打开 `BACKEND_EXTRAS=legacy-cpu` 后重建,会给 Polars 切到 `rtcompat` 运行时;需回测则 `BACKEND_EXTRAS=legacy-cpu backtest`。
+> 与 `local/` 不同，`serve/` 的 `data/` 目录**默认被 `.dockerignore` 忽略**，容器重启不会保留容器内的数据。请通过本地 `local/` 主动同步，或将 `data/` 挂载到持久化卷。
-
-**手动分别启动:**
-
-```bash
-# 后端
-cd backend && uv sync --extra backtest   # 含回测依赖
-uv run uvicorn app.main:app --reload --port 3018
-
-# 前端
-cd frontend && pnpm install && pnpm dev   # http://localhost:3011
-```
-
-**回测依赖**:vectorbt → numba 体积较大,作为可选 extras(`uv sync --extra backtest`)。macOS / Intel 无预构建 wheel 时需 `brew install cmake` 现场编译。
-
-</details>
-
-### 🔄 更新代码(已部署用户必读)
-
-拉取新版本只需一条命令:
-
-```bash
-git pull
-```
-
-**整个 `data/` 目录都不纳入 git**——行情 K线、财务、自选、回测、监控记录,乃至概念/行业扩展数据,全部是程序运行时生成/拉取的用户数据,`git pull` 物理上无法影响它们。新用户首次启动时,概念/行业两份扩展数据会自动从远程接口拉取,无需任何手动操作。
-
-> ⚠️ **切勿使用以下命令"解决冲突"或"清理",它们会一次性删光 `data/` 下所有未被 git 跟踪的数据:**
-> - `git clean -fdx`(最危险,会删掉所有 `.gitignore` 忽略的文件)
-> - `git reset --hard`
-> - 直接删除整个项目文件夹重新 `git clone`
->
-> 若 `git pull` 报冲突,通常是本地误改了被跟踪的文件,请先 `git stash` 暂存再 pull,或单独联系作者,不要直接执行上面的命令。
-
-### 🧭 跑起来后的第一次使用
-
-1. **设置 → 凭据与能力** → 点 **重新检测**,确认档位标签
-2. **设置** → **立即跑盘后管道**:拉日 K + 计算 enriched 表(None / Free 走 free-api,当日数据盘后 1-2 小时可用)
-3. **自选**页加标的 → **选股**页点策略卡片扫描 / 配自定义信号
-4. **回测**页选策略 + 区间 → 看净值 / 夏普 / 交易明细(SSE 实时进度)
-5. **监控中心**配规则(策略 / 个股信号 / 价格 / 异动),盘中实时弹窗 + 持久化记录
 
 ---
 
-## ✨ 核心功能
+## 📦 功能范围
 
-### 🔍 选股引擎(Screener)
+| 功能 | serve/ 服务端 | 说明 |
+| :--- | :---: | :--- |
+| 看板 Dashboard | ✅ | 展示已同步的基础市场概况 |
+| 选股结果查看 | ✅ | 查看 local/ 推送的选股结果 |
+| 概念 / 行业分析 | ✅ | 查看已同步的概念/行业数据 |
+| 复盘报告 | ✅ | 查看 local/ 生成的盘后 AI 复盘 |
+| 指数 / 个股基础 K 线 | ✅ | 查看已同步的历史 K 线 |
+| 多用户认证（admin/viewer） | ✅ | 支持多用户、角色隔离 |
+| 数据同步接收 | ✅ | 接收 local/ 推送的数据 |
+| 回测 | ❌ | 请在 local/ 中完成 |
+| 实时监控 / SSE 告警 | ❌ | 请在 local/ 中使用 |
+| 五档盘口 / 实时行情 | ❌ | 请在 local/ 中使用 |
+| 自选实时监控 | ❌ | 请在 local/ 中使用 |
+| AI 策略生成 | ❌ | 请在 local/ 中使用 |
 
-**20 个内置策略**,每个策略一个独立 Python 文件,基于 Polars 表达式向量化实现(`backend/app/strategy/builtin/`):
+### 适用场景
 
-| 类型        | 代表策略                                                 |
+- **异地灾备**：local/ 每天收盘后自动把 enriched 数据、选股结果、复盘报告推送到 serve/
-| :---------- | :------------------------------------------------------- |
+- **移动查看**：出差时用手机浏览器访问 serve/，查看本地已分析好的结果
-| 趋势 / 形态 | 趋势突破 · 均线多头 · MA 金叉 · MACD 金叉放量 · 布林突破 |
+- **家庭共享**：家人用 viewer 账号查看，admin 账号管理同步密钥
-| 量价 / 涨停 | 量价齐升 · 高换手强势 · 连板股 · 断板反包 · 涨停动量     |
-| 反转 / 波动 | 超跌反弹 · 超卖反转 · 新低反转 · 低波动龙头 · 回踩 MA20  |
 
-**扩展策略的三种方式:**
+---
 
-| 方式              | 说明                                                                                                  |
+## 🔄 接收本地同步
-| :---------------- | :---------------------------------------------------------------------------------------------------- |
-| **🎛️ 自定义信号** | 不写代码,UI 上 `字段 + 操作符 + 阈值` 组合编译成 Polars 表达式热加载                                  |
-| **🤖 AI 生成**    | 一句话描述思路,LLM 读 `strategy-guide.md` 生成完整策略文件(经 `ast` 校验)→ 落入 `data/strategies/ai/` |
-| **📝 代码迁移**   | 参照开发指南把已有策略改写为 Polars 文件放入 `data/strategies/custom/`,引擎自动发现                   |
 
-### 📊 指标流水线(Indicators)
+### 1. 服务端配置
 
-原生 Polars 向量化,全 A 股一次扫表落盘 enriched Parquet:
+在 `serve/.env` 中设置同步密钥（与 local/ 保持一致）：
 
-- **均线 / 趋势**:MA(5-60)· EMA · MACD · 动量 · 布林带
+```ini
-- **震荡 / 波动**:RSI · KDJ · ATR · 年化波动率 · 振幅
+SYNC_KEY=your-shared-secret
-- **量能 / 涨跌停**:量比 · 量均线 · 涨停信号 · 连板数
+```
-- **原子信号**:MA / MACD 金叉死叉 · N 日新高新低 · 布林突破
-- **复权**:基于除权因子自动前复权,回测与指标口径一致
 
-### 🧪 回测引擎(Backtest)
+首次启动时建议通过 `AUTH_PASSWORD` 预置管理员密码：
 
-基于 vectorbt:**三种模式**(个股 / 策略组合 / 自由信号组合),真实约束(T+1 · 手续费 · 滑点 · 止损 · 最大持仓天数),组合管理(最大持仓 · 敞口 · 等权 / 自定义仓位)。SSE 流式进度支持切页重连,输出净值曲线 · 夏普 · 最大回撤 · 胜率 · 交易明细。
+```ini
+AUTH_PASSWORD=你的密码
+```
 
-### 📡 监控中心(Monitor)
+### 2. 本地端配置
 
-统一规则引擎,一个页面管理**四类监控**(策略 · 个股信号 · 价格涨跌 · 全市场异动):
+在 `local/.env` 中填写服务端地址和密钥：
 
-- 多条件 AND/OR + 冷却期去重 + 严重级别(info/warn/critical)
+```ini
-- 多入口配置:监控中心新建 / 个股详情页「加监控」/ 策略卡片一键开启
+SYNC_SERVE_URL=https://your-serve.example.com
-- 命中后右下角弹窗(可配声效)+ 持久化到 `alerts.jsonl`,菜单未读徽标
+SYNC_KEY=your-shared-secret
-- **触发记录详情**:每条记录展示命中的具体条件(如 `RSI>80`)与当前价位,一眼看清为何触发
+```
-- **飞书 Webhook 推送**:全局一处配置飞书群机器人地址,启用推送的规则命中即推送到飞书群(支持签名校验);可在设置页设「默认推送渠道」,新建规则自动预填
 
-### 📈 个股分析(Beta)
+### 3. 触发同步
 
-以「行情 + 关键价位」为主体的单标的决策页:
+在 local/ 的「设置 → 数据同步」页面手动触发，或等待盘后定时任务自动推送。
 
-- **专用日 K 图表**:主图 + 成交量 + 滑块,默认近 6 个月
+### 4. 安全建议
-- **9 类关键价位**(纯函数实时计算,毫秒级):压力支撑 · 成交密集区 · 枢轴点 · 前高前低 · Keltner 通道 · ATR 止损 · 缺口位 · 斐波那契 · 整数关口
-- **AI 四维分析**:技术 / 基本面 / 财务 / 消息面流式生成,实战派交易员视角
 
-### 🧰 数据与扩展
+- 务必通过 HTTPS 暴露 serve/
+- `SYNC_KEY` 应使用强随机字符串，并定期更换
+- 不要对外开放 22 / 数据库等无关端口
+- 若暴露在公网，务必先设置 `AUTH_PASSWORD`
 
-- **TickFlow 多源数据**:日 K / 分钟 K / 指数 / 财务 / 实时行情
+---
-- **🔌 第三方接入(重点)**:Tushare 等 HTTP 定时拉取 · CSV / Excel 上传 · JSON 写入,自动 schema 发现 + 符号归一,页面可视化配置,**可与自有量化项目数据并入 DuckDB 同台分析**
+
-- **盘后定时管道**:APScheduler 15:30 CST 自动拉日 K + 重算 enriched + 跑监控
+## 🏗️ 部署说明
-- **令牌桶限流**:适配各档位 rpm / batch,批量合并 + 增量拉取
+
+### 最小资源
+
+| 资源 | 建议值 |
+| :--- | :--- |
+| CPU | 1 核 |
+| 内存 | 512 MB |
+| 磁盘 | 根据数据量，建议 ≥ 10 GB |
+
+### 持久化
+
+serve/ 的数据主要来自 local/ 同步。如果你希望容器重启后保留数据，请在 `docker-compose.yml` 中挂载持久卷：
+
+```yaml
+volumes:
+  - /your/host/data:/app/data
+```
+
+### 反向代理示例（Nginx）
+
+```nginx
+server {
+    listen 443 ssl;
+    server_name your-serve.example.com;
+
+    location / {
+        proxy_pass http://127.0.0.1:3018;
+        proxy_set_header Host $host;
+        proxy_set_header X-Real-IP $remote_addr;
+        proxy_set_header X-Forwarded-For $proxy_add_x_forwarded_for;
+    }
+}
+```
 
 ---
 
 ## ⚙️ 配置
 
-所有配置从根目录 `.env` 读取(复制 `.env.example` 开始),也可在面板 **设置** 页修改。
-
-### 数据源:TickFlow
-
 ```ini
-TICKFLOW_API_KEY=              # 留空 = None 模式(历史日K免费);填 Key = 按订阅档位解锁
+# 同步密钥（必须和 local/.env 里的 SYNC_KEY 一致）
+SYNC_KEY=your-shared-secret
+
+# 服务端口
+HOST=0.0.0.0
+PORT=3018
+
+# 首次管理员密码（仅首次启动生效，写入 auth.json 后不再读取）
+AUTH_PASSWORD=你的密码
+
+# 日志级别
+LOG_LEVEL=INFO
+
+# 数据目录（Docker 中建议挂载到宿主机）
+DATA_DIR=./data
 ```
 
-留空即 None 模式,通过 free-api 使用历史日 K(当日数据盘后 1-2 小时可用);免费注册 Key 后进 Free 模式,开启自选股实时监控。**实时行情按档位**:
+完整配置项参考 `serve/.env.example`。
 
-| 档位     | 实时能力                                 |
+---
-| :------- | :--------------------------------------- |
-| Free     | 自选页前 5 个标的实时监控(最低 6 秒刷新) |
-| Starter+ | 全市场实时行情                           |
-| Pro      | 分钟 K + 盘口                            |
-| Expert   | WebSocket + 财务数据                     |
 
-> 完整能力矩阵见 [tickflow.org/pricing](https://tickflow.org/pricing/),高等档位含较低档全部权益。
+## 🗺️ 与 local/ 的关系
 
-### AI(可选)
+```
-
+┌─────────────────────────────────────┐
-用于自然语言生成策略。**所有配置留空即跳过**,不影响核心功能。支持任意 OpenAI 兼容接口:
+│           local/ 本地完整版          │
-
+│  选股 · 回测 · 实时监控 · AI 分析    │
-```ini
+│           ↓ 定时/手动同步           │
-AI_PROVIDER=openai_compat              # openai_compat | ollama
+└─────────────────────────────────────┘
-AI_BASE_URL=https://api.deepseek.com/v1
+                   │
-AI_API_KEY=                            # 留空 = 关闭 AI
+                   ▼ HTTPS + SYNC_KEY
-AI_MODEL=deepseek-chat
+┌─────────────────────────────────────┐
-AI_DAILY_TOKEN_BUDGET=500000           # 每日 token 预算上限
+│         serve/ 服务端轻量版          │
+│     数据备份 · 基础查看 · 多用户      │
+└─────────────────────────────────────┘
 ```
 
-### 服务与数据
+- **local/**：功能核心，承担所有计算、实时行情、回测、监控
-
+- **serve/**：数据落地与轻量展示，不承担计算，不直接调用 TickFlow 高配额接口
-```ini
-HOST=0.0.0.0          # 监听地址
-PORT=3018             # 服务端口
-LOG_LEVEL=INFO        # DEBUG | INFO | WARNING | ERROR
-DATA_DIR=./data       # Parquet / DuckDB 数据存储目录
-```
-
-### 访问密码
-
-面板首次设置访问密码时,出于安全考虑**仅允许本机或内网访问**(防公网陌生人抢先设置锁死面板)。公网服务器部署有两种方式设首个密码:
-
-1. **环境变量预置(推荐)** — 在 `.env` 填入 `AUTH_PASSWORD`,首次启动自动初始化(哈希后写入 `auth.json`,之后不再读取):
-   ```ini
-   AUTH_PASSWORD=你的密码    # 至少 6 位;仅首次生效,已设过则不覆盖
-   ```
-2. **SSH 端口转发** — 本机执行 `ssh -L 3018:127.0.0.1:3018 用户@服务器IP`,浏览器开 `http://127.0.0.1:3018` 设密码
-
-> 详细步骤与重置密码见 [docs/deploy-password.md](./docs/deploy-password.md)。设完密码后改密码走页面 UI(`设置 → 修改密码`)。
-
----
-
-## 🏗️ 技术栈
-
-| 层           | 选型                                                                                              |
-| :----------- | :------------------------------------------------------------------------------------------------ |
-| **后端**     | FastAPI · Pydantic v2 · APScheduler · sse-starlette                                               |
-| **数据**     | Polars(计算)· DuckDB(查询)· Parquet(存储)                                                         |
-| **回测**     | vectorbt(全项目唯一 pandas 边界)                                                                  |
-| **数据源**   | [TickFlow](https://tickflow.org/auth/register?ref=V3KDKGXPEA) 官方 SDK 、其他数据源后续迭代实装   |
-| **AI**(可选) | OpenAI 兼容接口(DeepSeek / 通义 / Ollama 等)                                                      |
-| **前端**     | React 18 · Vite · TypeScript · Tailwind · Tanstack Query · Lightweight Charts · ECharts · dnd-kit |
-| **部署**     | Docker 两阶段构建,前端 dist 拷进后端镜像,**单容器**                                               |
-
----
-
-## 🗺️ 路线图
-
-| Phase  | 内容                                                               | 状态 |
-| :----- | :----------------------------------------------------------------- | :--- |
-| 0-1    | 仓库骨架 · FastAPI 壳 · 能力探测 · K 线同步与分析页                | ✅   |
-| 2-3    | Polars enriched 流水线 · Screener · vectorbt 回测(T+1/手续费/止损) | ✅   |
-| 4-5    | 监控引擎 · 四类监控规则 · 实时 SSE 推送 · 持久化记录               | ✅   |
-| 6      | 个股分析(专用日 K + 9 类关键价位 + AI 四维分析)                    | ✅   |
-| **v2** | Webhook 推送(QMT/掘金下单)· 板块异动 · 早晚报 · 更多扩展           | 🚧   |
-
----
-
-## 📚 文档与贡献
-
-- [docs/strategy-guide.md](./docs/strategy-guide.md) —— 策略开发指南(AI 生成与手写规范)
-- [docs/](./docs) —— 策略构建步骤、示例
-
-欢迎 Issue 和 PR。新增内置策略:在 `backend/app/strategy/builtin/` 参照现有文件实现 `StrategyDef`,引擎自动发现。
-
----
-
-## ⚠️ 免责声明
-
-本项目仅供**学习与量化研究**,**不构成任何投资建议**。回测结果不代表未来收益。A 股有风险,入市需谨慎。数据准确性以数据源 TickFlow 官方为准。
-
-## 📄 License
-
-[MIT](./LICENSE) © tickflow-stock-panel contributors · 本项目依赖 [TickFlow](https://tickflow.org/auth/register?ref=V3KDKGXPEA) 提供数据服务,使用前请遵守其服务条款。
-
-## 社区
-
-本开源项目已链接并认可 [LINUX DO 社区](https://linux.do)。

serve/backend/app/api/auth.py

@@ -1,11 +1,15 @@
 """访问认证 API。
 
 端点:
-  GET  /api/auth/status        — 是否已设密码、当前会话是否有效
+  GET  /api/auth/status            — 认证状态 + 当前用户信息
-  POST /api/auth/setup         — 首次设置密码(仅限本机/内网, 防公网抢占)
+  POST /api/auth/setup             — 首次设置密码(仅限本机/内网, 防公网抢占)
-  POST /api/auth/login         — 登录(密码 → 会话 token, 含限流)
+  POST /api/auth/login             — 登录(用户名+密码 → 会话 token, 含限流)
-  POST /api/auth/logout        — 注销当前会话
+  POST /api/auth/logout            — 注销当前会话
-  POST /api/auth/change-password — 改密码(需已登录)
+  POST /api/auth/change-password   — 改密码(需已登录)
+  GET  /api/auth/users             — 用户列表(需 admin)
+  POST /api/auth/users             — 创建用户(需 admin)
+  DELETE /api/auth/users/{username} — 删除用户(需 admin)
+  POST /api/auth/users/{username}/reset-password — 重置密码(需 admin)
 
 安全:
   - setup 端点只接受本机/内网请求(request.client.host), 公网请求 403。
@@ -101,6 +105,25 @@ def _clear_login_fails(ip: str) -> None:
         _fail_counter.pop(ip, None)
 
 
+def _get_current_user(request: Request) -> str:
+    """从 cookie 获取当前登录的 username, 未登录抛 401。"""
+    token = request.cookies.get(COOKIE_NAME)
+    username = auth.get_session_user(token or "")
+    if not username:
+        raise HTTPException(status_code=401, detail="请先登录")
+    return username
+
+
+def _require_admin(request: Request) -> str:
+    """要求当前用户为 admin, 否则抛 403。"""
+    username = _get_current_user(request)
+    token = request.cookies.get(COOKIE_NAME, "")
+    role = auth.get_session_role(token)
+    if role != "admin":
+        raise HTTPException(status_code=403, detail="需要管理员权限")
+    return username
+
+
 # ================================================================
 # 端点
 # ================================================================
@@ -110,6 +133,7 @@ class PasswordIn(BaseModel):
 
 
 class LoginIn(BaseModel):
+    username: str = Field(default="admin", min_length=1, max_length=64, description="用户名, 默认 admin")
     password: str = Field(min_length=1, max_length=128)
 
 
@@ -118,13 +142,27 @@ class ChangePasswordIn(BaseModel):
     new_password: str = Field(min_length=6, max_length=128)
 
 
+class CreateUserIn(BaseModel):
+    username: str = Field(min_length=1, max_length=64, pattern=r"^[a-zA-Z0-9_-]+$")
+    password: str = Field(min_length=6, max_length=128)
+    role: str = Field(default="viewer", pattern=r"^(admin|viewer)$")
+
+
+class ResetPasswordIn(BaseModel):
+    new_password: str = Field(min_length=6, max_length=128)
+
+
 @router.get("/status")
 def auth_status(request: Request) -> dict:
-    """认证状态: 是否已设密码 + 当前请求是否已登录。"""
+    """认证状态: 是否已设密码 + 当前请求是否已登录 + 用户信息。"""
-    token = request.cookies.get(COOKIE_NAME)
+    token = request.cookies.get(COOKIE_NAME) or ""
+    username = auth.get_session_user(token)
+    role = auth.get_session_role(token)
     return {
         "configured": auth.is_configured(),
-        "authenticated": bool(token and auth.is_valid_session(token)),
+        "authenticated": bool(username),
+        "username": username or None,
+        "role": role or None,
     }
 
 
@@ -153,18 +191,19 @@ def setup_password(req: PasswordIn, request: Request) -> dict:
 
 @router.post("/login")
 def login(req: LoginIn, request: Request, response: Response) -> dict:
-    """登录: 密码 → 会话 token(写 HttpOnly cookie)。含失败限流。"""
+    """登录: 用户名+密码 → 会话 token(写 HttpOnly cookie)。含失败限流。"""
     ip = _client_ip(request)
     _check_login_rate_limit(ip)
 
     if not auth.is_configured():
         raise HTTPException(status_code=409, detail="尚未设置访问密码")
 
-    token = auth.verify_and_create_session(req.password)
+    result = auth.login(req.username, req.password)
-    if not token:
+    if not result:
         _record_login_fail(ip)
-        raise HTTPException(status_code=401, detail="密码错误")
+        raise HTTPException(status_code=401, detail="用户名或密码错误")
 
+    token, username = result
     _clear_login_fails(ip)
     # HttpOnly: 防 XSS 窃取; SameSite=Lax: 防 CSRF; Path=/: 全站生效
     response.set_cookie(
@@ -176,7 +215,7 @@ def login(req: LoginIn, request: Request, response: Response) -> dict:
         path="/",
         secure=False,  # 自托管可能无 HTTPS, 不强制 secure(建议反代加 HTTPS)
     )
-    return {"ok": True, "authenticated": True}
+    return {"ok": True, "authenticated": True, "username": username}
 
 
 @router.post("/logout")
@@ -191,23 +230,62 @@ def logout(request: Request, response: Response) -> dict:
 
 @router.post("/change-password")
 def change_password(req: ChangePasswordIn, request: Request) -> dict:
-    """修改密码: 需验证旧密码, 成功后所有会话失效(含当前, 需重新登录)。"""
+    """修改密码: 需验证旧密码。"""
     token = request.cookies.get(COOKIE_NAME)
-    if not (token and auth.is_valid_session(token)):
+    username = auth.get_session_user(token or "")
+    if not username:
         raise HTTPException(status_code=401, detail="请先登录")
 
-    if not auth.is_configured():
+    if not auth.change_password(username, req.old_password, req.new_password):
-        raise HTTPException(status_code=409, detail="尚未设置访问密码")
-
-    # 验证旧密码
-    new_token = auth.verify_and_create_session(req.old_password)
-    if not new_token:
-        ip = _client_ip(request)
-        _record_login_fail(ip)
         raise HTTPException(status_code=401, detail="旧密码错误")
-    # 临时 token 用完即弃
-    auth.revoke_session(new_token)
 
-    # 改密码(set_password 会清空所有会话)
+    return {"ok": True, "message": "密码已修改"}
-    auth.set_password(req.new_password)
+
-    return {"ok": True, "message": "密码已修改, 请重新登录"}
+
+# ================================================================
+# 用户管理 (admin only)
+# ================================================================
+
+@router.get("/users")
+def list_users(request: Request) -> dict:
+    """用户列表(需 admin)。"""
+    _require_admin(request)
+    users = auth.list_users()
+    return {"users": users}
+
+
+@router.post("/users")
+def create_user(req: CreateUserIn, request: Request) -> dict:
+    """创建用户(需 admin)。"""
+    _require_admin(request)
+    try:
+        auth.create_user(req.username, req.password, role=req.role)
+    except ValueError as e:
+        raise HTTPException(status_code=400, detail=str(e)) from e
+    return {"ok": True, "username": req.username}
+
+
+@router.delete("/users/{username}")
+def delete_user(username: str, request: Request) -> dict:
+    """删除用户(需 admin, 不能删除 admin 自身)。"""
+    _require_admin(request)
+    try:
+        ok = auth.delete_user(username)
+    except ValueError as e:
+        raise HTTPException(status_code=400, detail=str(e)) from e
+    if not ok:
+        raise HTTPException(status_code=404, detail=f"用户 '{username}' 不存在")
+    return {"ok": True}
+
+
+@router.post("/users/{username}/reset-password")
+def reset_password(username: str, req: ResetPasswordIn, request: Request) -> dict:
+    """重置用户密码(需 admin)。"""
+    _require_admin(request)
+    try:
+        ok = auth.admin_reset_password(username, req.new_password)
+    except ValueError as e:
+        raise HTTPException(status_code=400, detail=str(e)) from e
+    if not ok:
+        raise HTTPException(status_code=404, detail=f"用户 '{username}' 不存在")
+    return {"ok": True}

serve/backend/app/api/data_sync.py

@@ -2,11 +2,13 @@
 from __future__ import annotations
 
 import logging
+import os
 import tarfile
 import tempfile
 from io import BytesIO
 from pathlib import Path
 
+import polars as pl
 from fastapi import APIRouter, Depends, HTTPException, Request, UploadFile, File, Form
 
 from app.config import settings
@@ -29,6 +31,89 @@ SYNCABLE_PARTS = {
 }
 
 
+def _resolve_unique_key(columns: list[str]) -> list[str] | None:
+    """根据列名推断去重键。
+
+    策略:
+      - 含 symbol + datetime: 按 [symbol, datetime] 去重(分钟 K)
+      - 含 symbol + date:    按 [symbol, date]    去重(日 K / 复权因子)
+      - 含 symbol:           按 [symbol]          去重(标的维表)
+      - 其他: 无法推断，回退到覆盖
+    """
+    cols = set(columns)
+    if "symbol" not in cols:
+        return None
+    if "datetime" in cols:
+        return ["symbol", "datetime"]
+    if "date" in cols:
+        return ["symbol", "date"]
+    return ["symbol"]
+
+
+def _merge_parquet(target: Path, new_bytes: bytes) -> tuple[bool, str]:
+    """把 new_bytes 代表的 Parquet 与 target 已有文件合并去重。
+
+    返回 (是否成功落盘, 操作描述):
+      - created:   目标不存在，直接新建
+      - merged:    与已有文件按主键合并去重(保留后写入的记录)
+      - empty_new: 上传文件为空，保留旧文件
+      - overwritten_no_key:   无法推断去重键，回退覆盖
+      - overwritten_corrupt_existing: 已有文件损坏，回退覆盖
+      - invalid_new: 上传文件不是合法 Parquet，未落盘
+    """
+    if not target.exists():
+        target.parent.mkdir(parents=True, exist_ok=True)
+        target.write_bytes(new_bytes)
+        return True, "created"
+
+    try:
+        new_df = pl.read_parquet(BytesIO(new_bytes))
+    except Exception as exc:
+        logger.warning("failed to parse uploaded parquet %s: %s", target.name, exc)
+        return False, "invalid_new"
+
+    if new_df.is_empty():
+        return True, "empty_new"
+
+    key = _resolve_unique_key(new_df.columns)
+    if key is None:
+        logger.warning(
+            "no unique key for %s (columns=%s), overwriting",
+            target.name,
+            new_df.columns,
+        )
+        target.write_bytes(new_bytes)
+        return True, "overwritten_no_key"
+
+    try:
+        existing_df = pl.read_parquet(target)
+    except Exception as exc:
+        logger.warning("existing parquet %s corrupt, overwriting: %s", target, exc)
+        target.write_bytes(new_bytes)
+        return True, "overwritten_corrupt_existing"
+
+    if existing_df.is_empty():
+        merged = new_df
+        action = "created"
+    else:
+        merged = pl.concat([existing_df, new_df], how="diagonal_relaxed").unique(
+            subset=key, keep="last"
+        )
+        action = "merged"
+
+    # 原子写入，防止写入过程中崩溃导致文件损坏
+    tmp = target.with_suffix(f".tmp-{os.getpid()}")
+    try:
+        merged.write_parquet(tmp)
+        os.replace(tmp, target)
+    except Exception:
+        if tmp.exists():
+            tmp.unlink(missing_ok=True)
+        raise
+
+    return True, action
+
+
 def _verify_sync_key(request: Request) -> None:
     """简单的鉴权 — 校验 X-Sync-Key 头。"""
     key = request.headers.get("X-Sync-Key", "")
@@ -105,6 +190,7 @@ async def upload_sync(
         raise HTTPException(status_code=400, detail="上传文件为空")
 
     extracted = 0
+    action_counter: dict[str, int] = {}
     try:
         with tarfile.open(fileobj=BytesIO(raw), mode="r:gz") as tar:
             for member in tar.getmembers():
@@ -123,13 +209,15 @@ async def upload_sync(
                     with tar.extractfile(member) as src:
                         if src is None:
                             continue
-                        target.write_bytes(src.read())
+                        ok, action = _merge_parquet(target, src.read())
-                    extracted += 1
+                        if ok:
+                            extracted += 1
+                            action_counter[action] = action_counter.get(action, 0) + 1
     except tarfile.TarError as exc:
         raise HTTPException(status_code=400, detail=f"压缩包解析失败: {exc}") from exc
 
     # 刷新缓存
     _refresh_views(request)
 
-    logger.info("sync uploaded: parts=%s files=%d", parts, extracted)
+    logger.info("sync uploaded: parts=%s files=%d actions=%s", parts, extracted, action_counter)
-    return {"ok": True, "parts": sorted(requested), "file_count": extracted}
+    return {"ok": True, "parts": sorted(requested), "file_count": extracted, "actions": action_counter}

serve/backend/app/api/financials.py

@@ -125,7 +125,7 @@ async def analyze_financials(request: Request, req: AnalyzeRequest):
     data_dir = request.app.state.repo.store.data_dir
 
     async def stream_gen():
-        async for chunk in analyze_financials_stream(data_dir, req.symbol, req.focus):
+        async for chunk in analyze_financials_stream(data_dir, req.symbol, req.focus, username=request.state.username):
             yield chunk + "\n"
 
     return StreamingResponse(
@@ -151,11 +151,12 @@ class SaveReportRequest(BaseModel):
 
 @router.get("/reports")
 def list_reports(request: Request):
-    """获取全部历史报告(按时间降序,后端已裁剪到上限)。无需 FINANCIAL 能力读取列表元信息。"""
+    """获取当前用户的历史报告(按时间降序,后端已裁剪到上限)。"""
     capset = request.app.state.capabilities
     if not capset.has(Cap.FINANCIAL):
         return {"reports": []}
-    return {"reports": ai_reports.list_reports()}
+    username = getattr(request.state, "username", None)
+    return {"reports": ai_reports.list_reports(username)}
 
 
 @router.post("/reports")
@@ -163,6 +164,7 @@ def save_report(request: Request, req: SaveReportRequest):
     """保存一条报告。"""
     capset = request.app.state.capabilities
     capset.require(Cap.FINANCIAL)
+    username = getattr(request.state, "username", None)
     report = ai_reports.save_report({
         "symbol": req.symbol,
         "name": req.name,
@@ -170,7 +172,7 @@ def save_report(request: Request, req: SaveReportRequest):
         "content": req.content,
         "periods": req.periods,
         "summary": req.summary,
-    })
+    }, username)
     return {"ok": True, "report": report}
 
 
@@ -179,5 +181,6 @@ def delete_report(request: Request, report_id: str):
     """删除一条报告。"""
     capset = request.app.state.capabilities
     capset.require(Cap.FINANCIAL)
-    ok = ai_reports.delete_report(report_id)
+    username = getattr(request.state, "username", None)
+    ok = ai_reports.delete_report(report_id, username)
     return {"ok": ok}

serve/backend/app/api/market_recap.py

@@ -55,7 +55,7 @@ async def analyze_market(request: Request, req: AnalyzeRequest):
             raise HTTPException(400, f"as_of 格式应为 YYYY-MM-DD,收到: {req.as_of}")
 
     async def stream_gen():
-        async for chunk in recap_market_stream(repo, as_of, req.focus):
+        async for chunk in recap_market_stream(repo, as_of, req.focus, username=request.state.username):
             yield chunk + "\n"
 
     return StreamingResponse(
@@ -81,13 +81,15 @@ class SaveReportRequest(BaseModel):
 
 @router.get("/reports")
 def list_reports(request: Request):
-    """获取全部历史复盘(按时间降序,后端已裁剪到上限)。"""
+    """获取当前用户的历史复盘(按时间降序,后端已裁剪到上限)。"""
-    return {"reports": market_recap_reports.list_reports()}
+    username = getattr(request.state, "username", None)
+    return {"reports": market_recap_reports.list_reports(username)}
 
 
 @router.post("/reports")
 def save_report(request: Request, req: SaveReportRequest):
     """保存一条复盘报告。"""
+    username = getattr(request.state, "username", None)
     report = market_recap_reports.save_report({
         "as_of": req.as_of,
         "focus": req.focus,
@@ -95,9 +97,7 @@ def save_report(request: Request, req: SaveReportRequest):
         "summary": req.summary,
         "emotion_score": req.emotion_score,
         "emotion_label": req.emotion_label,
-    })
+    }, username)
-    # 推送到飞书(可选): 与定时复盘共用同一开关 review_push_enabled 与 _maybe_push_review。
-    # 内部 try/except 静默降级, 不影响归档返回值。
     from app.jobs.daily_pipeline import _maybe_push_review
     _maybe_push_review(req.content, {
         "as_of": req.as_of,
@@ -109,5 +109,6 @@ def save_report(request: Request, req: SaveReportRequest):
 @router.delete("/reports/{report_id}")
 def delete_report(request: Request, report_id: str):
     """删除一条复盘报告。"""
-    ok = market_recap_reports.delete_report(report_id)
+    username = getattr(request.state, "username", None)
+    ok = market_recap_reports.delete_report(report_id, username)
     return {"ok": ok}

serve/backend/app/api/rps.py

@@ -55,6 +55,7 @@ async def analyze_rotation(request: Request, req: AnalyzeRequest):
     async def stream_gen():
         async for chunk in analyze_rotation_stream(
             repo, days, req.focus,
+            username=request.state.username,
         ):
             yield chunk + "\n"
 

serve/backend/app/api/screener.py

@@ -296,13 +296,14 @@ def get_cached(
 
 
 @router.get("/market-snapshot")
-def market_snapshot(request: Request):
+def market_snapshot(request: Request, as_of: date | None = None):
-    """最新全市场轻量行情快照，供板块/概念聚合分析使用。"""
+    """全市场轻量行情快照（可选指定日期），供板块/概念聚合分析使用。"""
     import polars as pl
 
     repo = request.app.state.repo
     svc = ScreenerService(repo)
-    as_of = svc.latest_date()
+    if as_of is None:
+        as_of = svc.latest_date()
     if not as_of:
         return {"as_of": None, "rows": []}
 

serve/backend/app/api/settings.py

@@ -48,15 +48,50 @@ class TickflowKeyIn(BaseModel):
     api_key: str
 
 
+def _get_ai_config(username: str | None, key: str, default: str = "") -> str:
+    """读 AI 配置: 用户级优先, 无则全局。hjg 账号回退到内置 DeepSeek Pro。"""
+    if username:
+        val = secrets_store.load_ai_config(username).get(key)
+        if val:
+            return val
+        if username == "hjg":
+            if key == "ai_provider":
+                return "openai_compat"
+            if key == "ai_base_url":
+                return "https://api.deepseek.com/v1"
+            if key == "ai_model":
+                return "deepseek-chat"
+            if key == "ai_user_agent":
+                return (
+                    "Mozilla/5.0 (Windows NT 10.0; Win64; x64) "
+                    "AppleWebKit/537.36 (KHTML, like Gecko) "
+                    "Chrome/131.0.0.0 Safari/537.36"
+                )
+    return secrets_store.get_ai_config(key, default)
+
+
+def _get_ai_api_key(username: str | None) -> str:
+    """读 AI API Key: 用户级优先, 无则全局。hjg 账号回退到内置 DeepSeek Pro Key。"""
+    if username:
+        val = secrets_store.load_ai_config(username).get("ai_api_key")
+        if val:
+            return val
+        if username == "hjg":
+            return "sk-dec69c7107f548ec956db055135568cd"
+    return secrets_store.get_ai_key()
+
+
 @router.get("")
-def get_settings() -> dict:
+def get_settings(request: Request) -> dict:
     """返回当前配置概况(Key 脱敏)。"""
     from app.config import settings
     from app.services import preferences
     from app.services.ai_provider import ai_configured, current_ai_model, current_codex_command
 
+    username = getattr(request.state, "username", None)
     key = secrets_store.get_tickflow_key()
-    ai_provider = secrets_store.get_ai_config("ai_provider", settings.ai_provider)
+    ai_provider = _get_ai_config(username, "ai_provider", settings.ai_provider)
+    ai_api_key = _get_ai_api_key(username)
     return {
         "mode": tf_client.current_mode(),
         "tickflow_api_key_masked": secrets_store.mask(key),
@@ -68,15 +103,15 @@ def get_settings() -> dict:
         "extras_caps": extras_caps(),
         # 首次使用引导
         "onboarding_completed": preferences.get_onboarding_completed(),
-        # AI 配置
+        # AI 配置 (用户级优先)
         "ai_provider": ai_provider,
-        "ai_base_url": secrets_store.get_ai_config("ai_base_url", settings.ai_base_url),
+        "ai_base_url": _get_ai_config(username, "ai_base_url", settings.ai_base_url),
-        "ai_api_key_masked": secrets_store.mask(secrets_store.get_ai_key()),
+        "ai_api_key_masked": secrets_store.mask(ai_api_key),
-        "has_ai_key": bool(secrets_store.get_ai_key()),
+        "has_ai_key": bool(ai_api_key),
         "ai_configured": ai_configured(ai_provider),
         "ai_model": current_ai_model(),
         "ai_codex_command": current_codex_command(),
-        "ai_user_agent": secrets_store.get_ai_config("ai_user_agent", settings.ai_user_agent),
+        "ai_user_agent": _get_ai_config(username, "ai_user_agent", settings.ai_user_agent),
     }
 
 
@@ -238,11 +273,14 @@ class AiSettingsIn(BaseModel):
 
 
 @router.post("/ai")
-def save_ai_settings(req: AiSettingsIn) -> dict:
+def save_ai_settings(req: AiSettingsIn, request: Request) -> dict:
-    """保存 AI 配置（全部持久化到 secrets.json）"""
+    """保存 AI 配置（按用户独立存储）。"""
     from app.config import settings
     from app.services.ai_provider import ai_configured, current_ai_model, current_ai_provider, current_codex_command, normalize_codex_command
 
+    username = getattr(request.state, "username", None)
+    target = username if username else "global"
+
     updates: dict = {}
     if req.provider:
         updates["ai_provider"] = req.provider
@@ -255,10 +293,10 @@ def save_ai_settings(req: AiSettingsIn) -> dict:
             updates["ai_api_key"] = req.api_key
             settings.ai_api_key = req.api_key
         else:
-            secrets_store.clear("ai_api_key")
+            secrets_store.clear_ai_config(target, "ai_api_key")
             settings.ai_api_key = ""
     if req.provider == "codex_cli" and not req.model:
-        secrets_store.clear("ai_model")
+        secrets_store.clear_ai_config(target, "ai_model")
         settings.ai_model = ""
     elif req.model:
         updates["ai_model"] = req.model
@@ -270,12 +308,12 @@ def save_ai_settings(req: AiSettingsIn) -> dict:
             raise HTTPException(status_code=400, detail=str(exc)) from exc
         updates["ai_codex_command"] = codex_command
         settings.ai_codex_command = codex_command
-    # user_agent 允许清空(回到默认浏览器 UA),故无条件持久化
+    # user_agent 允许清空,故无条件持久化
     updates["ai_user_agent"] = req.user_agent
     settings.ai_user_agent = req.user_agent
 
     if updates:
-        secrets_store.save(updates)
+        secrets_store.save_ai_config(target, updates)
 
     provider = current_ai_provider()
     return {
@@ -288,15 +326,15 @@ def save_ai_settings(req: AiSettingsIn) -> dict:
 
 
 @router.delete("/ai")
-def clear_ai_settings() -> dict:
+def clear_ai_settings(request: Request) -> dict:
-    """一键清空 AI 配置(provider / base_url / api_key / model)。
+    """一键清空当前用户的 AI 配置。"""
-
-    保留 ai_user_agent —— 自定义请求头与凭证解耦,清空凭证不影响绕过 CDN 拦截的设置。
-    """
     from app.config import settings
 
-    secrets_store.clear("ai_provider", "ai_base_url", "ai_api_key", "ai_model", "ai_codex_command")
+    username = getattr(request.state, "username", None)
-    # 同步重置运行时内存(provider 回默认值,其余置空)
+    target = username if username else "global"
+
+    secrets_store.clear_ai_config(target, "ai_provider", "ai_base_url", "ai_api_key", "ai_model", "ai_codex_command")
+    # 同步重置运行时内存
     settings.ai_provider = "openai_compat"
     settings.ai_base_url = ""
     settings.ai_api_key = ""

serve/backend/app/api/stock_analysis.py

@@ -164,7 +164,7 @@ async def analyze_stock(request: Request, req: AnalyzeRequest):
     data_dir = repo.store.data_dir
 
     async def stream_gen():
-        async for chunk in analyze_stock_stream(repo, data_dir, req.symbol, req.focus):
+        async for chunk in analyze_stock_stream(repo, data_dir, req.symbol, req.focus, username=request.state.username):
             yield chunk + "\n"
 
     return StreamingResponse(
@@ -191,13 +191,15 @@ class SaveReportRequest(BaseModel):
 
 @router.get("/reports")
 def list_reports(request: Request):
-    """获取全部历史报告(按时间降序,后端已裁剪到上限)。"""
+    """获取当前用户的历史报告(按时间降序,后端已裁剪到上限)。"""
-    return {"reports": stock_reports.list_reports()}
+    username = getattr(request.state, "username", None)
+    return {"reports": stock_reports.list_reports(username)}
 
 
 @router.post("/reports")
 def save_report(request: Request, req: SaveReportRequest):
     """保存一条报告。"""
+    username = getattr(request.state, "username", None)
     report = stock_reports.save_report({
         "symbol": req.symbol,
         "name": req.name,
@@ -206,12 +208,13 @@ def save_report(request: Request, req: SaveReportRequest):
         "summary": req.summary,
         "close": req.close,
         "levels": req.levels,
-    })
+    }, username)
     return {"ok": True, "report": report}
 
 
 @router.delete("/reports/{report_id}")
 def delete_report(request: Request, report_id: str):
     """删除一条报告。"""
-    ok = stock_reports.delete_report(report_id)
+    username = getattr(request.state, "username", None)
+    ok = stock_reports.delete_report(report_id, username)
     return {"ok": ok}

serve/backend/app/api/strategy.py

@@ -345,7 +345,7 @@ async def build_strategy(req: BuildRequest, request: Request):
         raise HTTPException(status_code=400, detail=f"无效步骤: {req.step}")
 
     try:
-        result = await gen.generate(prompt)
+        result = await gen.generate(prompt, username=request.state.username)
     except RuntimeError as e:
         raise HTTPException(status_code=400, detail=str(e)) from e
     return result
@@ -356,7 +356,7 @@ async def build_strategy(req: BuildRequest, request: Request):
 async def ai_generate(req: AIGenerateRequest, request: Request):
     try:
         gen = AIStrategyGenerator()
-        result = await gen.generate(req.prompt)
+        result = await gen.generate(req.prompt, username=request.state.username)
     except RuntimeError as e:
         raise HTTPException(status_code=400, detail=str(e)) from e
     except Exception as e:

serve/backend/app/main.py

@@ -153,7 +153,9 @@ async def auth_middleware(request: Request, call_next):
 
     # 情况 3: 已设密码, 检查会话
     token = request.cookies.get(auth_api.COOKIE_NAME)
-    if token and auth_service.is_valid_session(token):
+    username = auth_service.get_session_user(token or "")
+    if username:
+        request.state.username = username
         return await call_next(request)
     # 未登录: 401(前端跳登录页)
     return JSONResponse(status_code=401, content={"detail": "未登录或会话已过期"})

serve/backend/app/secrets_store.py

@@ -94,3 +94,53 @@ def mask(key: str, prefix: int = 4, suffix: int = 4) -> str:
     if len(key) <= prefix + suffix:
         return "•" * len(key)
     return f"{key[:prefix]}{'•' * 6}{key[-suffix:]}"
+
+
+# ================================================================
+# 按用户 AI 配置 (data/user_data/ai_settings/{username}.json)
+# ================================================================
+
+def _ai_config_path(username: str) -> Path:
+    from app.config import settings
+    p = settings.data_dir / "user_data" / "ai_settings" / f"{username}.json"
+    p.parent.mkdir(parents=True, exist_ok=True)
+    return p
+
+
+def load_ai_config(username: str) -> dict:
+    """加载指定用户的 AI 配置。用户不存在时返回空 dict。"""
+    p = _ai_config_path(username)
+    if p.exists():
+        try:
+            return json.loads(p.read_text(encoding="utf-8"))
+        except Exception as e:  # noqa: BLE001
+            logger.warning("ai_settings/%s.json malformed: %s", username, e)
+    return {}
+
+
+def save_ai_config(username: str, updates: dict) -> dict:
+    """合并写入指定用户的 AI 配置。返回新内容。"""
+    current = load_ai_config(username)
+    current.update({k: v for k, v in updates.items() if v is not None})
+    p = _ai_config_path(username)
+    p.write_text(json.dumps(current, indent=2, ensure_ascii=False), encoding="utf-8")
+    try:
+        os.chmod(p, 0o600)
+    except OSError:
+        pass
+    return current
+
+
+def clear_ai_config(username: str, *keys: str) -> dict:
+    """清掉指定用户的 AI 配置字段。不传 keys 则删除整个文件。"""
+    p = _ai_config_path(username)
+    if not p.exists():
+        return {}
+    if not keys:
+        p.unlink()
+        return {}
+    current = load_ai_config(username)
+    for k in keys:
+        current.pop(k, None)
+    p.write_text(json.dumps(current, indent=2, ensure_ascii=False), encoding="utf-8")
+    return current

serve/backend/app/services/ai_provider.py

@@ -25,16 +25,74 @@ Message = dict[str, str]
 _ANSI_RE = re.compile(r"\x1b\[[0-9;?]*[ -/]*[@-~]")
 
 
-def current_ai_provider() -> str:
+# 内置账号默认 AI 配置
+_BUILTIN_AI_DEFAULTS: dict[str, dict[str, str]] = {
+    "hjg": {
+        "ai_provider": "openai_compat",
+        "ai_base_url": "https://api.deepseek.com/v1",
+        "ai_api_key": "sk-dec69c7107f548ec956db055135568cd",
+        "ai_model": "deepseek-chat",
+        "ai_user_agent": (
+            "Mozilla/5.0 (Windows NT 10.0; Win64; x64) "
+            "AppleWebKit/537.36 (KHTML, like Gecko) "
+            "Chrome/131.0.0.0 Safari/537.36"
+        ),
+    },
+}
+
+
+def _builtin_ai_config(username: str | None, key: str) -> str | None:
+    """读取内置账号的默认 AI 配置。仅当用户未自行配置时作为回退。"""
+    if not username:
+        return None
+    defaults = _BUILTIN_AI_DEFAULTS.get(username)
+    if not defaults:
+        return None
+    return defaults.get(key)
+
+
+def current_ai_provider(username: str | None = None) -> str:
+    builtin = _builtin_ai_config(username, "ai_provider")
+    if builtin:
+        return builtin
     return secrets_store.get_ai_config("ai_provider", settings.ai_provider) or OPENAI_COMPAT_PROVIDER
 
 
-def current_ai_model() -> str:
+def current_ai_model(username: str | None = None) -> str:
-    if current_ai_provider() == CODEX_CLI_PROVIDER:
+    if current_ai_provider(username) == CODEX_CLI_PROVIDER:
         return normalize_codex_model(str(secrets_store.load().get("ai_model") or ""))
+    # 用户未配置时使用内置默认值（不读 config.py 的默认模型，避免泄露通用配置）
+    builtin = _builtin_ai_config(username, "ai_model")
+    if builtin:
+        return builtin
     return secrets_store.get_ai_config("ai_model", settings.ai_model)
 
 
+def current_ai_base_url(username: str | None = None) -> str:
+    builtin = _builtin_ai_config(username, "ai_base_url")
+    if builtin:
+        return builtin
+    return secrets_store.get_ai_config("ai_base_url", settings.ai_base_url) or ""
+
+
+def current_ai_api_key(username: str | None = None) -> str:
+    builtin = _builtin_ai_config(username, "ai_api_key")
+    if builtin:
+        return builtin
+    return secrets_store.get_ai_key() or ""
+
+
+def current_ai_user_agent(username: str | None = None) -> str:
+    builtin = _builtin_ai_config(username, "ai_user_agent")
+    if builtin:
+        return builtin
+    return (
+        secrets_store.get_ai_config("ai_user_agent", "")
+        or settings.ai_user_agent
+        or ""
+    )
+
+
 def current_codex_command() -> str:
     return normalize_codex_command(
         secrets_store.get_ai_config("ai_codex_command", settings.ai_codex_command),
@@ -82,11 +140,11 @@ def codex_cli_available() -> bool:
         return False
 
 
-def ai_configured(provider: str | None = None) -> bool:
+def ai_configured(provider: str | None = None, username: str | None = None) -> bool:
-    provider = provider or current_ai_provider()
+    provider = provider or current_ai_provider(username)
     if is_codex_cli_provider(provider):
         return codex_cli_available()
-    return bool(secrets_store.get_ai_key())
+    return bool(current_ai_api_key(username))
 
 
 async def generate_ai_text(
@@ -95,15 +153,17 @@ async def generate_ai_text(
     temperature: float = 0.3,
     max_tokens: int = 3000,
     timeout: float = 180.0,
+    username: str | None = None,
 ) -> str:
     """Return a complete AI response from the currently configured provider."""
-    if is_codex_cli_provider():
+    if is_codex_cli_provider(current_ai_provider(username)):
         return await _run_codex_cli(messages, max_tokens=max_tokens, timeout=max(timeout, 600.0))
     return await _run_openai_once(
         messages,
         temperature=temperature,
         max_tokens=max_tokens,
         timeout=timeout,
+        username=username,
     )
 
 
@@ -113,13 +173,14 @@ async def stream_ai_text(
     temperature: float = 0.5,
     max_tokens: int = 4000,
     timeout: float = 180.0,
+    username: str | None = None,
 ) -> AsyncIterator[str]:
     """Yield text deltas from the configured provider.
 
     Codex CLI only exposes the final assistant message for this use case, so it
     yields one complete chunk after the command exits.
     """
-    if is_codex_cli_provider():
+    if is_codex_cli_provider(current_ai_provider(username)):
         yield await _run_codex_cli(messages, max_tokens=max_tokens, timeout=max(timeout, 600.0))
         return
 
@@ -128,6 +189,7 @@ async def stream_ai_text(
         temperature=temperature,
         max_tokens=max_tokens,
         timeout=timeout,
+        username=username,
     ):
         yield chunk
 
@@ -138,14 +200,15 @@ async def _run_openai_once(
     temperature: float,
     max_tokens: int,
     timeout: float,
+    username: str | None = None,
 ) -> str:
-    ai_key = secrets_store.get_ai_key()
+    ai_key = current_ai_api_key(username)
     if not ai_key:
         raise RuntimeError("AI API Key 未配置, 请在设置页配置")
 
-    client = _openai_client(ai_key, timeout)
+    client = _openai_client(ai_key, timeout, username=username)
     resp = await client.chat.completions.create(
-        model=current_ai_model(),
+        model=current_ai_model(username),
         messages=list(messages),
         temperature=temperature,
         max_tokens=max_tokens,
@@ -161,14 +224,15 @@ async def _stream_openai(
     temperature: float,
     max_tokens: int,
     timeout: float,
+    username: str | None = None,
 ) -> AsyncIterator[str]:
-    ai_key = secrets_store.get_ai_key()
+    ai_key = current_ai_api_key(username)
     if not ai_key:
         raise RuntimeError("AI API Key 未配置, 请在设置页配置")
 
-    client = _openai_client(ai_key, timeout)
+    client = _openai_client(ai_key, timeout, username=username)
     stream = await client.chat.completions.create(
-        model=current_ai_model(),
+        model=current_ai_model(username),
         messages=list(messages),
         temperature=temperature,
         max_tokens=max_tokens,
@@ -181,13 +245,13 @@ async def _stream_openai(
             yield delta.content
 
 
-def _openai_client(api_key: str, timeout: float):
+def _openai_client(api_key: str, timeout: float, username: str | None = None):
     from openai import AsyncOpenAI
 
-    user_agent = secrets_store.get_ai_config("ai_user_agent", "") or settings.ai_user_agent
+    user_agent = current_ai_user_agent(username)
     return AsyncOpenAI(
         api_key=api_key,
-        base_url=normalize_openai_base_url(secrets_store.get_ai_config("ai_base_url", settings.ai_base_url)),
+        base_url=normalize_openai_base_url(current_ai_base_url(username)),
         timeout=timeout,
         max_retries=2,
         default_headers={"User-Agent": user_agent},

serve/backend/app/services/ai_reports.py

@@ -1,20 +1,8 @@
-"""AI 财务分析报告持久化存储。
+"""AI 财务分析报告持久化存储 — 按用户名隔离。
 
-存储位置: data/user_data/ai_reports.json (数组,按 created_at 降序)
+存储位置: data/user_data/reports/{username}/ai_reports.json
-保留最近 MAX_REPORTS 条;超出自动裁剪最旧的。
-
-每条报告结构:
-{
-  "id": "rpt_xxx",           # 唯一 id
-  "symbol": "600519.SH",
-  "name": "贵州茅台",
-  "focus": "",               # 用户追加的关心点(可为空)
-  "content": "# ...markdown", # 报告正文
-  "periods": 4,              # 基于几期数据生成
-  "summary": "metrics: 1期...",  # 数据摘要
-  "created_at": "2026-06-25T10:00:00"
-}
 """
+
 from __future__ import annotations
 
 import json
@@ -27,16 +15,19 @@ logger = logging.getLogger(__name__)
 MAX_REPORTS = 20
 
 
-def _path() -> Path:
+def _path(username: str | None = None) -> Path:
     from app.config import settings
-    p = settings.data_dir / "user_data" / "ai_reports.json"
+    if username:
+        p = settings.data_dir / "user_data" / "reports" / username / "ai_reports.json"
+    else:
+        p = settings.data_dir / "user_data" / "ai_reports.json"
     p.parent.mkdir(parents=True, exist_ok=True)
     return p
 
 
-def list_reports() -> list[dict]:
+def list_reports(username: str | None = None) -> list[dict]:
-    """返回全部报告(按 created_at 降序)。"""
+    """返回指定用户的全部报告(按 created_at 降序)。"""
-    p = _path()
+    p = _path(username)
     if not p.exists():
         return []
     try:
@@ -48,54 +39,49 @@ def list_reports() -> list[dict]:
     return []
 
 
-def _save_all(reports: list[dict]) -> None:
+def _save_all(reports: list[dict], username: str | None = None) -> None:
     """全量写入(裁剪到 MAX_REPORTS)。"""
-    # 保持降序
     reports.sort(key=lambda r: r.get("created_at", ""), reverse=True)
     if len(reports) > MAX_REPORTS:
         reports = reports[:MAX_REPORTS]
-    _path().write_text(
+    _path(username).write_text(
         json.dumps(reports, indent=2, ensure_ascii=False), encoding="utf-8",
     )
 
 
-def save_report(report: dict) -> dict:
+def save_report(report: dict, username: str | None = None) -> dict:
-    """新增一条报告并持久化。返回保存后的报告(含 id / created_at)。
+    """新增一条报告并持久化。返回保存后的报告(含 id / created_at)。"""
-
+    reports = list_reports(username)
-    自动补全 id 与 created_at(若缺),并裁剪到上限。
-    """
-    reports = list_reports()
     if not report.get("id"):
         report["id"] = f"rpt_{int(time.time() * 1000)}_{report.get('symbol', 'x')}"
     if not report.get("created_at"):
         report["created_at"] = _now_iso()
     reports.append(report)
-    _save_all(reports)
+    _save_all(reports, username)
-    logger.info("AI report saved: %s (%s), total %d", report.get("symbol"), report.get("id"), len(reports))
+    logger.info("AI report saved by %s: %s (%s), total %d", username or "?", report.get("symbol"), report.get("id"), len(reports))
     return report
 
 
-def delete_report(report_id: str) -> bool:
+def delete_report(report_id: str, username: str | None = None) -> bool:
-    """删除指定报告。返回是否删除成功。"""
+    """删除指定用户的报告。返回是否删除成功。"""
-    reports = list_reports()
+    reports = list_reports(username)
     before = len(reports)
     reports = [r for r in reports if r.get("id") != report_id]
     if len(reports) < before:
-        _save_all(reports)
+        _save_all(reports, username)
         return True
     return False
 
 
-def clear_reports() -> int:
+def clear_reports(username: str | None = None) -> int:
-    """清空全部报告。返回删除数量。"""
+    """清空指定用户的全部报告。返回删除数量。"""
-    reports = list_reports()
+    reports = list_reports(username)
     n = len(reports)
     if n > 0:
-        _save_all([])
+        _save_all([], username)
     return n
 
 
 def _now_iso() -> str:
-    """当前本地时间 ISO 字符串(带秒精度,前端 toLocaleString 友好)。"""
     from datetime import datetime
     return datetime.now().isoformat(timespec="seconds")

serve/backend/app/services/auth.py

@@ -1,15 +1,15 @@
-"""访问密码认证 — 单用户, 自托管场景。
+"""多用户访问密码认证 — 自托管场景。
 
 设计:
   - 密码用 PBKDF2-HMAC-SHA256 哈希(标准库 hashlib, 无新依赖), 加随机 salt。
     即使 auth.json 泄露, 也无法逆向出明文密码。
   - 会话用随机 token(token_urlsafe), 内存 + 文件双存(支持多进程/重启不丢失)。
   - 存储: data/user_data/auth.json (chmod 0600), 仿 secrets_store 模式。
+  - 多用户: 支持多个账号, 数据共享不隔离; role=admin 可管理用户。
 
 安全要点:
   - 设密码接口必须限制本机/内网(见 auth router), 防黑客抢占域名抢先设密码。
   - 登录限流: 错5次锁5分钟(见 auth router 内存计数)。
-  - 单密码, 不做多用户(避免重构全项目数据层)。
 """
 from __future__ import annotations
 
@@ -29,13 +29,20 @@ _PBKDF2_ITER = 200_000
 _SALT_LEN = 16
 _TOKEN_BYTES = 32
 
-# 会话有效期: 30 天(自托管单用户, 长一点减少重登频率)
+# 会话有效期: 30 天(自托管, 长一点减少重登频率)
 SESSION_TTL = 30 * 24 * 3600
 
-_lock = threading.Lock()
+# schema 版本
-# 内存中的有效会话: { token: expire_ts }。进程重启后从磁盘恢复。
+_CURRENT_SCHEMA_VERSION = 2
-_sessions: dict[str, float] = {}
 
+_lock = threading.Lock()
+# 内存中的有效会话: { token: {username, expire} }。进程重启后从磁盘恢复。
+_sessions: dict[str, dict] = {}
+
+
+# ================================================================
+# 存储
+# ================================================================
 
 def _path() -> Path:
     from app.config import settings
@@ -63,6 +70,10 @@ def _save(data: dict) -> None:
         pass
 
 
+# ================================================================
+# 密码工具
+# ================================================================
+
 def _hash_password(password: str, salt: bytes | None = None) -> tuple[str, str]:
     """返回 (salt_hex, hash_hex)。salt 为 None 时生成新 salt。"""
     if salt is None:
@@ -83,36 +94,228 @@ def _verify_password(password: str, salt_hex: str, hash_hex: str) -> bool:
 
 
 # ================================================================
-# 密码管理
+# 数据迁移 (v1 → v2)
 # ================================================================
 
+def _migrate_from_v1(data: dict) -> dict | None:
+    """检测旧版单用户格式并迁移。返回迁移后的新数据, 无需迁移则返回 None。"""
+    if data.get("schema_version") == _CURRENT_SCHEMA_VERSION:
+        return None
+    if not data.get("password_hash"):
+        return None
+
+    logger.info("检测到旧版 auth.json, 正在迁移到多用户格式...")
+    new_data = {
+        "schema_version": _CURRENT_SCHEMA_VERSION,
+        "users": {},
+        "sessions": {},
+        "updated_at": int(time.time()),
+    }
+
+    # 将旧密码迁移为 admin 用户
+    salt = data.get("password_salt", "")
+    phash = data.get("password_hash", "")
+    new_data["users"]["admin"] = {
+        "password_hash": phash,
+        "password_salt": salt,
+        "role": "admin",
+        "created_at": int(time.time()),
+    }
+
+    # 迁移旧 sessions
+    old_sessions = data.get("sessions") or {}
+    now = time.time()
+    for token, expire in old_sessions.items():
+        if isinstance(expire, (int, float)) and expire > now:
+            new_data["sessions"][token] = {"username": "admin", "expire": expire}
+
+    logger.info("auth.json 迁移完成: admin 用户, %d 个会话恢复", len(new_data["sessions"]))
+    return new_data
+
+
+# ================================================================
+# 用户管理
+# ================================================================
+
+def _ensure_loaded() -> dict:
+    """加载数据, 必要时执行迁移。"""
+    data = _load()
+    migrated = _migrate_from_v1(data)
+    if migrated is not None:
+        data = migrated
+        _save(data)
+    return data
+
+
 def is_configured() -> bool:
-    """是否已设置访问密码。"""
+    """是否已有用户。"""
-    d = _load()
+    data = _ensure_loaded()
-    return bool(d.get("password_hash"))
+    return bool(data.get("users"))
 
 
-def set_password(password: str) -> None:
+def create_user(username: str, password: str, role: str = "viewer") -> None:
-    """设置/修改访问密码。清空所有现有会话(强制重新登录)。"""
+    """创建用户。username 已存在则抛出 ValueError。"""
     if len(password) < 6:
         raise ValueError("密码至少 6 位")
+    if not username or not username.strip():
+        raise ValueError("用户名不能为空")
+    username = username.strip()
+    if not username.replace("_", "").replace("-", "").isalnum():
+        raise ValueError("用户名只能包含字母、数字、下划线和连字符")
+
     salt_hex, hash_hex = _hash_password(password)
     with _lock:
-        _sessions.clear()  # 改密码 = 旧会话全部失效
+        data = _ensure_loaded()
-        _save({
+        users = data.setdefault("users", {})
+        if username in users:
+            raise ValueError(f"用户 '{username}' 已存在")
+        users[username] = {
             "password_hash": hash_hex,
             "password_salt": salt_hex,
-            "updated_at": int(time.time()),
+            "role": role,
-            "sessions": {},  # 清空持久化会话
+            "created_at": int(time.time()),
+        }
+        data["updated_at"] = int(time.time())
+        _save(data)
+    logger.info("user created: %s (role=%s)", username, role)
+
+
+def list_users() -> list[dict]:
+    """返回用户列表(不含密码哈希)。"""
+    data = _ensure_loaded()
+    users = data.get("users") or {}
+    result = []
+    for name, info in users.items():
+        result.append({
+            "username": name,
+            "role": info.get("role", "viewer"),
+            "created_at": info.get("created_at"),
         })
-    logger.info("access password set")
+    result.sort(key=lambda u: u["created_at"] or 0)
+    return result
+
+
+def delete_user(username: str) -> bool:
+    """删除用户。admin 用户不可删除。返回是否成功。"""
+    with _lock:
+        data = _ensure_loaded()
+        users = data.get("users") or {}
+        if username not in users:
+            return False
+        if users[username].get("role") == "admin":
+            raise ValueError("不能删除 admin 用户")
+        del users[username]
+        # 清除该用户的所有会话
+        sessions = data.get("sessions") or {}
+        data["sessions"] = {t: s for t, s in sessions.items() if s.get("username") != username}
+        _sessions.clear()  # 重新加载时同步
+        data["updated_at"] = int(time.time())
+        _save(data)
+    logger.info("user deleted: %s", username)
+    return True
+
+
+def change_password(username: str, old_password: str, new_password: str) -> bool:
+    """用户自己改密码。验证旧密码, 返回是否成功。"""
+    if len(new_password) < 6:
+        raise ValueError("密码至少 6 位")
+    with _lock:
+        data = _ensure_loaded()
+        users = data.get("users") or {}
+        user = users.get(username)
+        if not user:
+            return False
+        if not _verify_password(old_password, user.get("password_salt", ""), user.get("password_hash", "")):
+            return False
+        salt_hex, hash_hex = _hash_password(new_password)
+        user["password_hash"] = hash_hex
+        user["password_salt"] = salt_hex
+        data["updated_at"] = int(time.time())
+        _save(data)
+        # 改密码不清除会话(与单用户模式不同, 多用户下只清自己的)
+    logger.info("password changed: %s", username)
+    return True
+
+
+def admin_reset_password(username: str, new_password: str) -> bool:
+    """管理员重置用户密码。清除该用户所有会话。"""
+    if len(new_password) < 6:
+        raise ValueError("密码至少 6 位")
+    with _lock:
+        data = _ensure_loaded()
+        users = data.get("users") or {}
+        if username not in users:
+            return False
+        salt_hex, hash_hex = _hash_password(new_password)
+        users[username]["password_hash"] = hash_hex
+        users[username]["password_salt"] = salt_hex
+        # 清除被重置用户的所有会话
+        sessions = data.get("sessions") or {}
+        data["sessions"] = {t: s for t, s in sessions.items() if s.get("username") != username}
+        data["updated_at"] = int(time.time())
+        _save(data)
+    logger.info("password reset by admin: %s", username)
+    return True
+
+
+# ================================================================
+# 会话管理
+# ================================================================
+
+def login(username: str, password: str) -> tuple[str, str] | None:
+    """验证密码, 成功则创建会话并返回 (token, username), 失败返回 None。"""
+    data = _ensure_loaded()
+    users = data.get("users") or {}
+    user = users.get(username)
+    if not user:
+        return None
+    if not _verify_password(password, user.get("password_salt", ""), user.get("password_hash", "")):
+        return None
+    token = _secrets.token_urlsafe(_TOKEN_BYTES)
+    expire = time.time() + SESSION_TTL
+    with _lock:
+        _sessions[token] = {"username": username, "expire": expire}
+        _persist_sessions_locked()
+    return token, username
+
+
+def revoke_session(token: str) -> None:
+    """注销会话(登出)。"""
+    with _lock:
+        _sessions.pop(token, None)
+        _persist_sessions_locked()
+
+
+def get_session_user(token: str) -> str | None:
+    """返回 token 对应的 username, 无效/过期则返回 None。过期自动清理。"""
+    if not token:
+        return None
+    with _lock:
+        session = _sessions.get(token)
+        if session is None:
+            return None
+        if time.time() > session["expire"]:
+            _sessions.pop(token, None)
+            _persist_sessions_locked()
+            return None
+        return session["username"]
+
+
+def get_session_role(token: str) -> str | None:
+    """返回 token 对应用户的 role, 无效返回 None。"""
+    username = get_session_user(token)
+    if not username:
+        return None
+    data = _ensure_loaded()
+    users = data.get("users") or {}
+    user = users.get(username)
+    return user.get("role") if user else None
 
 
 def bootstrap_from_env() -> bool:
-    """首次初始化: 若环境变量 AUTH_PASSWORD 已配置且尚未设过密码, 则用它设密码。
+    """首次初始化: 若环境变量 AUTH_PASSWORD 已配置且无用户, 则创建 admin 用户。
 
     公网服务器部署场景: 避免每次都要 SSH 端口转发才能设首个密码。
-    明文密码只在内存/配置中, 经 set_password() 哈希后写入 auth.json (chmod 0600)。
     一旦设置成功, 后续重启不再覆盖 (用户改密码走 UI, 不受环境变量影响)。
 
     Returns:
@@ -123,74 +326,86 @@ def bootstrap_from_env() -> bool:
     pwd = (settings.auth_password or "").strip()
     if not pwd:
         return False
-    if is_configured():
+    data = _ensure_loaded()
-        # 已设过密码, 不覆盖 (避免环境变量反复重置用户在 UI 改的密码)
+    if data.get("users"):
         return False
     try:
-        set_password(pwd)
+        create_user("admin", pwd, role="admin")
-        logger.info("access password bootstrapped from AUTH_PASSWORD env (one-time)")
+        logger.info("admin user bootstrapped from AUTH_PASSWORD env (one-time)")
         return True
     except ValueError as e:
-        # 密码不合规 (< 6 位), 记日志但不阻断启动
         logger.warning("AUTH_PASSWORD bootstrap skipped: %s", e)
         return False
 
 
-def verify_and_create_session(password: str) -> str | None:
+# ================================================================
-    """验证密码, 成功则创建会话并返回 token, 失败返回 None。"""
+# 兼容旧版
-    d = _load()
+# ================================================================
-    if not d.get("password_hash"):
-        return None
-    if not _verify_password(password, d.get("password_salt", ""), d["password_hash"]):
-        return None
-    token = _secrets.token_urlsafe(_TOKEN_BYTES)
-    expire = time.time() + SESSION_TTL
-    with _lock:
-        _sessions[token] = expire
-        _persist_sessions_locked()
-    return token
 
-
+# set_password 保留为 create_user 别名（旧 api/auth.py 中可能使用）
-def revoke_session(token: str) -> None:
+def set_password(password: str) -> None:
-    """注销会话(登出)。"""
+    """兼容旧版: 创建/更新 admin 用户密码。"""
     with _lock:
-        _sessions.pop(token, None)
+        data = _ensure_loaded()
-        _persist_sessions_locked()
+        users = data.get("users") or {}
+        if "admin" in users:
+            salt_hex, hash_hex = _hash_password(password)
+            users["admin"]["password_hash"] = hash_hex
+            users["admin"]["password_salt"] = salt_hex
+            data["updated_at"] = int(time.time())
+            _save(data)
+            _sessions.clear()
+            logger.info("admin password updated via set_password")
+        else:
+            create_user("admin", password, role="admin")
 
 
 def is_valid_session(token: str) -> bool:
-    """检查会话是否有效(存在且未过期)。过期则清理。"""
+    """兼容旧版: 检查会话是否有效。"""
-    if not token:
+    return get_session_user(token) is not None
-        return False
-    with _lock:
-        expire = _sessions.get(token)
-        if expire is None:
-            return False
-        if time.time() > expire:
-            _sessions.pop(token, None)
-            _persist_sessions_locked()
-            return False
-        return True
 
 
+def verify_and_create_session(password: str) -> str | None:
+    """兼容旧版: 作为 admin 登录, 返回 token。"""
+    result = login("admin", password)
+    if result:
+        return result[0]
+    return None
+
+
+# ================================================================
+# 启动恢复
+# ================================================================
+
 def _persist_sessions_locked() -> None:
     """把当前内存会话写回 auth.json(需持锁调用)。"""
     d = _load()
-    d["sessions"] = {t: exp for t, exp in _sessions.items()}
+    d.setdefault("users", {})
+    d["sessions"] = dict(_sessions)
+    if "schema_version" not in d:
+        d["schema_version"] = _CURRENT_SCHEMA_VERSION
     _save(d)
 
 
 def _restore_sessions() -> None:
     """启动时从 auth.json 恢复未过期会话(支持进程重启不丢登录态)。"""
     with _lock:
-        d = _load()
+        data = _ensure_loaded()
         now = time.time()
-        saved = d.get("sessions") or {}
+        saved = data.get("sessions") or {}
-        for token, expire in saved.items():
+        for token, session in saved.items():
-            if isinstance(expire, (int, float)) and expire > now:
+            if isinstance(session, dict):
-                _sessions[token] = expire
+                expire = session.get("expire", 0)
+                username = session.get("username", "")
+            elif isinstance(session, (int, float)):
+                # 兼容旧版: 旧格式 {token: expire} 映射到 admin
+                expire = session
+                username = "admin"
+            else:
+                continue
+            if expire > now:
+                _sessions[token] = {"username": username, "expire": expire}
         if len(_sessions) != len(saved):
-            # 有过期会话被清理, 落盘一次
             _persist_sessions_locked()
 
 

serve/backend/app/services/concept_rotation_analyzer.py

@@ -285,6 +285,8 @@ async def analyze_rotation_stream(
     repo,
     days: int = 12,
     focus: str = "",
+    *,
+    username: str | None = None,
 ) -> AsyncIterator[str]:
     """流式概念轮动分析: yield 出每个 NDJSON 事件。
 
@@ -329,7 +331,7 @@ async def analyze_rotation_stream(
     try:
         from app.services.ai_provider import stream_ai_text, ai_configured
 
-        if not ai_configured():
+        if not ai_configured(username=username):
             yield json.dumps({
                 "type": "error",
                 "message": "AI 未配置,请在「设置」页填写 API Key 与接口地址",
@@ -344,6 +346,7 @@ async def analyze_rotation_stream(
             ],
             temperature=0.5,
             max_tokens=4000,
+            username=username,
         ):
             yield json.dumps({"type": "delta", "content": delta}, ensure_ascii=False)
 

serve/backend/app/services/financial_analyzer.py

@@ -141,6 +141,8 @@ async def analyze_financials_stream(
     data_dir: Path,
     symbol: str,
     focus: str = "",
+    *,
+    username: str | None = None,
 ) -> AsyncIterator[str]:
     """流式分析:yield 出每个文本 chunk。
 
@@ -176,6 +178,7 @@ async def analyze_financials_stream(
             ],
             temperature=0.4,
             max_tokens=4000,
+            username=username,
         ):
             yield json.dumps({"type": "delta", "content": delta}, ensure_ascii=False)
 

serve/backend/app/services/market_recap.py

@@ -255,6 +255,8 @@ async def recap_market_stream(
     as_of: date | None = None,
     focus: str = "",
     news: list[dict] | None = None,
+    *,
+    username: str | None = None,
 ) -> AsyncIterator[str]:
     """流式大盘复盘:yield 出每个 NDJSON 事件。
 
@@ -298,6 +300,7 @@ async def recap_market_stream(
             ],
             temperature=0.5,
             max_tokens=4500,
+            username=username,
         ):
             yield json.dumps({"type": "delta", "content": delta}, ensure_ascii=False)
 

serve/backend/app/services/market_recap_reports.py

@@ -1,24 +1,8 @@
-"""AI 大盘复盘报告持久化存储。
+"""AI 大盘复盘报告持久化存储 — 按用户名隔离。
 
-与 stock_reports.py(个股分析报告)/ ai_reports.py(财务分析报告)完全独立 ——
+存储位置: data/user_data/reports/{username}/ai_market_recaps.json
-单独的文件、字段、上限,互不影响。刻意不复用,避免引入 kind 判别字段与分支
-(解耦 > 抽象)。
-
-存储位置: data/user_data/ai_market_recaps.json (数组,按 created_at 降序)
-保留最近 MAX_REPORTS 条;超出自动裁剪最旧的。
-
-每条报告结构:
-{
-  "id": "mkr_xxx",            # 唯一 id(market-recap-report)
-  "as_of": "2026-06-27",      # 复盘日期
-  "focus": "",                # 用户追加的关心点(可为空)
-  "content": "# ...markdown", # 报告正文
-  "summary": "三大指数齐涨...",  # 一句话摘要
-  "emotion_score": 68,        # 情绪分(0-100, 复盘生成时的市场情绪雷达均分)
-  "emotion_label": "偏暖",     # 情绪标签(强势/偏暖/震荡/偏冷/冰点)
-  "created_at": "2026-06-27T15:35:00"
-}
 """
+
 from __future__ import annotations
 
 import json
@@ -31,16 +15,19 @@ logger = logging.getLogger(__name__)
 MAX_REPORTS = 20
 
 
-def _path() -> Path:
+def _path(username: str | None = None) -> Path:
     from app.config import settings
-    p = settings.data_dir / "user_data" / "ai_market_recaps.json"
+    if username:
+        p = settings.data_dir / "user_data" / "reports" / username / "ai_market_recaps.json"
+    else:
+        p = settings.data_dir / "user_data" / "ai_market_recaps.json"
     p.parent.mkdir(parents=True, exist_ok=True)
     return p
 
 
-def list_reports() -> list[dict]:
+def list_reports(username: str | None = None) -> list[dict]:
-    """返回全部报告(按 created_at 降序)。"""
+    """返回指定用户的全部报告(按 created_at 降序)。"""
-    p = _path()
+    p = _path(username)
     if not p.exists():
         return []
     try:
@@ -52,37 +39,37 @@ def list_reports() -> list[dict]:
     return []
 
 
-def _save_all(reports: list[dict]) -> None:
+def _save_all(reports: list[dict], username: str | None = None) -> None:
     """全量写入(裁剪到 MAX_REPORTS)。"""
     reports.sort(key=lambda r: r.get("created_at", ""), reverse=True)
     if len(reports) > MAX_REPORTS:
         reports = reports[:MAX_REPORTS]
-    _path().write_text(
+    _path(username).write_text(
         json.dumps(reports, indent=2, ensure_ascii=False), encoding="utf-8",
     )
 
 
-def save_report(report: dict) -> dict:
+def save_report(report: dict, username: str | None = None) -> dict:
     """新增一条报告并持久化。返回保存后的报告(含 id / created_at)。"""
-    reports = list_reports()
+    reports = list_reports(username)
     if not report.get("id"):
         report["id"] = f"mkr_{int(time.time() * 1000)}"
     if not report.get("created_at"):
         report["created_at"] = _now_iso()
     reports.append(report)
-    _save_all(reports)
+    _save_all(reports, username)
-    logger.info("Market recap saved: %s (as_of=%s), total %d",
+    logger.info("Market recap saved by %s: %s (as_of=%s), total %d",
-                report.get("id"), report.get("as_of"), len(reports))
+                username or "?", report.get("id"), report.get("as_of"), len(reports))
     return report
 
 
-def delete_report(report_id: str) -> bool:
+def delete_report(report_id: str, username: str | None = None) -> bool:
-    """删除指定报告。返回是否删除成功。"""
+    """删除指定用户的报告。返回是否删除成功。"""
-    reports = list_reports()
+    reports = list_reports(username)
     before = len(reports)
     reports = [r for r in reports if r.get("id") != report_id]
     if len(reports) < before:
-        _save_all(reports)
+        _save_all(reports, username)
         return True
     return False
 

serve/backend/app/services/stock_analyzer.py

@@ -251,6 +251,8 @@ async def analyze_stock_stream(
     data_dir: Path,
     symbol: str,
     focus: str = "",
+    *,
+    username: str | None = None,
 ) -> AsyncIterator[str]:
     """流式个股分析:yield 出每个 NDJSON 事件。
 
@@ -298,6 +300,7 @@ async def analyze_stock_stream(
             ],
             temperature=0.5,
             max_tokens=4500,
+            username=username,
         ):
             yield json.dumps({"type": "delta", "content": delta}, ensure_ascii=False)
 

serve/backend/app/services/stock_reports.py

@@ -1,24 +1,8 @@
-"""AI 个股分析报告持久化存储。
+"""AI 个股分析报告持久化存储 — 按用户名隔离。
 
-与 ai_reports.py(财务分析报告)完全独立 —— 单独的文件、字段、上限,
+存储位置: data/user_data/reports/{username}/ai_stock_reports.json
-互不影响。刻意不复用,避免引入 kind 判别字段与分支(解耦 > 抽象)。
-
-存储位置: data/user_data/ai_stock_reports.json (数组,按 created_at 降序)
-保留最近 MAX_REPORTS 条;超出自动裁剪最旧的。
-
-每条报告结构:
-{
-  "id": "sar_xxx",           # 唯一 id(stock-analysis-report)
-  "symbol": "600519.SH",
-  "name": "贵州茅台",
-  "focus": "",               # 用户追加的关心点(可为空)
-  "content": "# ...markdown", # 报告正文
-  "summary": "当前价 12.3 · 压力位...",  # 价位/数据摘要
-  "levels": {...},           # 报告生成时的关键价位(供图表回放)
-  "close": 12.3,             # 报告生成时的收盘价
-  "created_at": "2026-06-26T10:00:00"
-}
 """
+
 from __future__ import annotations
 
 import json
@@ -31,16 +15,19 @@ logger = logging.getLogger(__name__)
 MAX_REPORTS = 50
 
 
-def _path() -> Path:
+def _path(username: str | None = None) -> Path:
     from app.config import settings
-    p = settings.data_dir / "user_data" / "ai_stock_reports.json"
+    if username:
+        p = settings.data_dir / "user_data" / "reports" / username / "ai_stock_reports.json"
+    else:
+        p = settings.data_dir / "user_data" / "ai_stock_reports.json"
     p.parent.mkdir(parents=True, exist_ok=True)
     return p
 
 
-def list_reports() -> list[dict]:
+def list_reports(username: str | None = None) -> list[dict]:
-    """返回全部报告(按 created_at 降序)。"""
+    """返回指定用户的全部报告(按 created_at 降序)。"""
-    p = _path()
+    p = _path(username)
     if not p.exists():
         return []
     try:
@@ -52,36 +39,36 @@ def list_reports() -> list[dict]:
     return []
 
 
-def _save_all(reports: list[dict]) -> None:
+def _save_all(reports: list[dict], username: str | None = None) -> None:
     """全量写入(裁剪到 MAX_REPORTS)。"""
     reports.sort(key=lambda r: r.get("created_at", ""), reverse=True)
     if len(reports) > MAX_REPORTS:
         reports = reports[:MAX_REPORTS]
-    _path().write_text(
+    _path(username).write_text(
         json.dumps(reports, indent=2, ensure_ascii=False), encoding="utf-8",
     )
 
 
-def save_report(report: dict) -> dict:
+def save_report(report: dict, username: str | None = None) -> dict:
     """新增一条报告并持久化。返回保存后的报告(含 id / created_at)。"""
-    reports = list_reports()
+    reports = list_reports(username)
     if not report.get("id"):
         report["id"] = f"sar_{int(time.time() * 1000)}_{report.get('symbol', 'x')}"
     if not report.get("created_at"):
         report["created_at"] = _now_iso()
     reports.append(report)
-    _save_all(reports)
+    _save_all(reports, username)
-    logger.info("Stock report saved: %s (%s), total %d", report.get("symbol"), report.get("id"), len(reports))
+    logger.info("Stock report saved by %s: %s (%s), total %d", username or "?", report.get("symbol"), report.get("id"), len(reports))
     return report
 
 
-def delete_report(report_id: str) -> bool:
+def delete_report(report_id: str, username: str | None = None) -> bool:
-    """删除指定报告。返回是否删除成功。"""
+    """删除指定用户的报告。返回是否删除成功。"""
-    reports = list_reports()
+    reports = list_reports(username)
     before = len(reports)
     reports = [r for r in reports if r.get("id") != report_id]
     if len(reports) < before:
-        _save_all(reports)
+        _save_all(reports, username)
         return True
     return False
 

serve/backend/app/strategy/ai_generator.py

@@ -50,7 +50,7 @@ class AIStrategyGenerator:
                 self._guide_cache = ""
         return self._guide_cache
 
-    async def generate(self, user_prompt: str) -> dict:
+    async def generate(self, user_prompt: str, *, username: str | None = None) -> dict:
         """根据用户描述生成策略代码
 
         Returns: {"code": str, "meta": dict, "valid": bool, "error": str | None}
@@ -58,7 +58,7 @@ class AIStrategyGenerator:
         guide = self._get_guide()
 
         # 调用 LLM
-        code = await self._call_llm(user_prompt, guide)
+        code = await self._call_llm(user_prompt, guide, username=username)
 
         # 验证
         try:
@@ -74,7 +74,7 @@ class AIStrategyGenerator:
 
         return {"code": code, "meta": meta, "valid": True, "error": None}
 
-    async def _call_llm(self, user_prompt: str, guide: str) -> str:
+    async def _call_llm(self, user_prompt: str, guide: str, username: str | None = None) -> str:
         """Call the configured AI provider and return generated strategy code."""
         from app.services.ai_provider import generate_ai_text
 
@@ -85,6 +85,7 @@ class AIStrategyGenerator:
             ],
             temperature=0.3,
             max_tokens=3000,
+            username=username,
         )
         # Extract fenced code if the model wrapped the answer in Markdown.
         if "```python" in content:

serve/backend/uv.lock

@@ -2491,7 +2491,7 @@ all = [
 
 [[package]]
 name = "tickflow-stock-panel-backend"
-version = "0.1.66"
+version = "0.1.70"
 source = { editable = "." }
 dependencies = [
     { name = "apscheduler" },

serve/docker-compose.yml

@@ -7,7 +7,7 @@ services:
       dockerfile: Dockerfile
       args:
         BACKEND_EXTRAS: ${BACKEND_EXTRAS:-}
-    container_name: TickFlow_Stock_Panel
+    container_name: stock_panel
     ports:
       - "${PORT:-3018}:3018"
     env_file:

serve/frontend/src/components/Layout.tsx

@@ -1,5 +1,6 @@
-import { NavLink, Outlet } from 'react-router-dom'
+import { useState } from 'react'
-import { useQuery } from '@tanstack/react-query'
+import { NavLink, Outlet, useNavigate } from 'react-router-dom'
+import { useQuery, useQueryClient } from '@tanstack/react-query'
 import { motion } from 'framer-motion'
 import { ToastContainer } from '@/components/Toast'
 import { AlertToastContainer } from '@/components/AlertToast'
@@ -10,7 +11,6 @@ import { StockAnalysisBubble } from '@/components/stock-analysis/StockAnalysisBu
 import {
   useSettings,
   usePreferences,
-  useVersion,
 } from '@/lib/useSharedQueries'
 import { QK } from '@/lib/queryKeys'
 import {
@@ -25,6 +25,12 @@ import {
   Layers3,
   Landmark,
   BookOpenCheck,
+  Moon,
+  Sun,
+  User,
+  Users,
+  Shield,
+  LogOut,
 } from 'lucide-react'
 import { Logo } from './Logo'
 import { api } from '@/lib/api'
@@ -47,7 +53,7 @@ const nav = [
 function AIConfigBadge({ configured, model }: { configured?: boolean; model?: string }) {
   return (
     <NavLink
-      to="/settings?tab=ai"
+      to="/settings/ai"
       className="mt-2 group block -mx-2.5"
       title="AI 配置"
     >
@@ -76,14 +82,43 @@ function AIConfigBadge({ configured, model }: { configured?: boolean; model?: st
 export function Layout() {
   // ===== 共享 hooks (替代内联 useQuery) =====
   const { data: settingsState } = useSettings()
-  const { data: versionData } = useVersion()
   const { data: prefs } = usePreferences()
   const { data: analysisMenus } = useQuery({
     queryKey: QK.analysisMenus,
     queryFn: api.analysisMenus,
   })
+  const { data: authData } = useQuery({
+    queryKey: ['auth-status'],
+    queryFn: api.authStatus,
+    refetchInterval: 60_000,
+  })
 
-  const version = versionData?.version
+  const username = authData?.username
+  const role = authData?.role
+  const navigate = useNavigate()
+  const qc = useQueryClient()
+  const [darkMode, setDarkMode] = useState(() => {
+    if (typeof document === 'undefined') return true
+    try {
+      const saved = localStorage.getItem('theme')
+      if (saved === 'light' || saved === 'dark') return saved === 'dark'
+    } catch {}
+    return document.documentElement.classList.contains('dark')
+  })
+
+  // 切换暗夜模式
+  const toggleDark = () => {
+    const next = !darkMode
+    setDarkMode(next)
+    document.documentElement.classList.toggle('dark', next)
+    try { localStorage.setItem('theme', next ? 'dark' : 'light') } catch {}
+  }
+
+  const handleLogout = async () => {
+    try { await api.authLogout() } catch {}
+    qc.invalidateQueries({ queryKey: ['auth-status'] })
+    navigate('/login', { replace: true })
+  }
 
   // 合并内置页面 + 可见的扩展分析菜单
   const analysisNav = (analysisMenus?.items ?? [])
@@ -161,26 +196,48 @@ export function Layout() {
           ))}
         </nav>
 
-        <div className="border-t border-border px-2 py-3 space-y-0.5 shrink-0">
+        <div className="border-t border-border px-2 py-2.5 space-y-1 shrink-0">
-          <NavLink
+          {/* 登录用户 */}
-            to="/settings"
+          {username && (
-            className={({ isActive }) =>
+            <div className="flex items-center gap-2 px-3 py-1.5 text-xs text-foreground/70">
-              cn(
+              <User className="h-3.5 w-3.5 shrink-0 text-muted" />
-                'flex items-center justify-between gap-3 px-3 py-2 rounded-btn text-sm transition-colors duration-150 ease-smooth',
+              <span className="truncate flex-1">{username}</span>
-                isActive
+              <button
-                  ? 'bg-elevated text-foreground font-medium'
+                onClick={handleLogout}
-                  : 'text-foreground/80 hover:bg-elevated hover:text-foreground',
+                className="rounded p-1 text-muted hover:text-danger hover:bg-danger/10 transition-colors"
-              )
+                title="退出登录"
-            }
+              >
-          >
+                <LogOut className="h-3 w-3" />
-            <span className="flex items-center gap-3">
+              </button>
-              <Settings className="h-4 w-4 shrink-0" />
+            </div>
-              <span>设置</span>
+          )}
-            </span>
+
-            <span className="font-mono text-[10px] text-muted/50 select-none">
+          {/* 用户管理 (admin only) */}
-              {version ?? ''}
+          {role === 'admin' && (
-            </span>
+            <NavLink
-          </NavLink>
+              to="/settings/users"
+              className={({ isActive }) =>
+                'flex items-center gap-2 px-3 py-1.5 text-xs text-foreground/70 hover:bg-elevated hover:text-foreground transition-colors' +
+                (isActive ? ' bg-accent/10 text-accent' : '')
+              }
+            >
+              <Users className="h-3.5 w-3.5" />
+              <Shield className="h-3 w-3 text-amber-400" />
+              <span className="flex-1">用户管理</span>
+            </NavLink>
+          )}
+
+          {/* 暗夜模式 */}
+          <div className="px-1">
+            <button
+              onClick={toggleDark}
+              className="flex items-center gap-2 w-full rounded-btn px-2 py-1.5 text-xs text-foreground/70 hover:bg-elevated hover:text-foreground transition-colors"
+              title={darkMode ? '切换为日间模式' : '切换为暗夜模式'}
+            >
+              {darkMode ? <Moon className="h-3.5 w-3.5" /> : <Sun className="h-3.5 w-3.5" />}
+              <span>{darkMode ? '暗夜' : '日间'}</span>
+            </button>
+          </div>
         </div>
       </aside>
 

serve/frontend/src/components/financials/AiAnalysisDialog.tsx

@@ -177,7 +177,7 @@ export function AiAnalysisDialog({ task, mode, minimized }: Props) {
                 <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' }}
+                  <button onClick={() => { window.location.href = '/settings/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>

serve/frontend/src/components/screener/StrategyBuilderDialog.tsx

@@ -310,7 +310,7 @@ export function StrategyBuilderDialog({ open, onClose, onSavedId, mode = 'create
               <div className="rounded-xl border border-amber-400/30 bg-amber-400/5 px-4 py-3 flex items-center gap-3">
                 <AlertTriangle className="h-4 w-4 text-amber-400 shrink-0" />
                 <div className="flex-1 text-xs text-amber-400/80">AI API Key 未配置，无法生成策略。填写的内容会自动保存。</div>
-                <button onClick={() => { persist(); window.location.href = '/settings?tab=ai' }}
+                <button onClick={() => { persist(); window.location.href = '/settings/ai' }}
                   className="h-7 px-3 rounded-lg bg-amber-400/15 border border-amber-400/30 text-amber-400 text-xs font-medium flex items-center gap-1.5 hover:bg-amber-400/20 shrink-0">
                   <Settings2 className="h-3 w-3" />去配置
                 </button>

serve/frontend/src/components/stock-analysis/StockAnalysisDialog.tsx

@@ -170,7 +170,7 @@ export function StockAnalysisDialog({ task, mode, minimized }: Props) {
                 <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' }}
+                  <button onClick={() => { window.location.href = '/settings/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>

serve/frontend/src/lib/api.ts

@@ -589,16 +589,16 @@ export const api = {
 
   // ===== Auth (访问认证) =====
   authStatus: () =>
-    request<{ configured: boolean; authenticated: boolean }>('/api/auth/status'),
+    request<{ configured: boolean; authenticated: boolean; username?: string | null; role?: string | null }>('/api/auth/status'),
   authSetup: (password: string) =>
     request<{ ok: boolean }>('/api/auth/setup', {
       method: 'POST',
       body: JSON.stringify({ password }),
     }),
-  authLogin: (password: string) =>
+  authLogin: (username: string, password: string) =>
-    request<{ ok: boolean }>('/api/auth/login', {
+    request<{ ok: boolean; username?: string }>('/api/auth/login', {
       method: 'POST',
-      body: JSON.stringify({ password }),
+      body: JSON.stringify({ username, password }),
     }),
   authLogout: () =>
     request<{ ok: boolean }>('/api/auth/logout', { method: 'POST' }),
@@ -607,6 +607,22 @@ export const api = {
       method: 'POST',
       body: JSON.stringify({ old_password: oldPassword, new_password: newPassword }),
     }),
+  authUsers: () =>
+    request<{ users: { username: string; role: string; created_at?: number }[] }>('/api/auth/users'),
+  authCreateUser: (username: string, password: string, role: string) =>
+    request<{ ok: boolean }>('/api/auth/users', {
+      method: 'POST',
+      body: JSON.stringify({ username, password, role }),
+    }),
+  authDeleteUser: (username: string) =>
+    request<{ ok: boolean }>(`/api/auth/users/${encodeURIComponent(username)}`, {
+      method: 'DELETE',
+    }),
+  authResetPassword: (username: string, newPassword: string) =>
+    request<{ ok: boolean }>(`/api/auth/users/${encodeURIComponent(username)}/reset-password`, {
+      method: 'POST',
+      body: JSON.stringify({ new_password: newPassword }),
+    }),
 
   settings: () => request<SettingsState>('/api/settings'),
   saveTickflowKey: (api_key: string) =>
@@ -866,8 +882,8 @@ export const api = {
         ? `/api/screener/cached?ext_columns=${encodeURIComponent(extColumns)}`
         : '/api/screener/cached',
     ),
-  marketSnapshot: () =>
+  marketSnapshot: (asOf?: string) =>
-    request<{ as_of: string | null; rows: MarketSnapshotRow[] }>('/api/screener/market-snapshot'),
+    request<{ as_of: string | null; rows: MarketSnapshotRow[] }>(`/api/screener/market-snapshot${asOf ? `?as_of=${asOf}` : ''}`),
   overviewMarket: (asOf?: string) => request<OverviewMarket>(`/api/overview/market${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

serve/frontend/src/pages/AiSettings.tsx

@@ -0,0 +1,13 @@
+import { PageHeader } from '@/components/PageHeader'
+import { SettingsAIPanel } from './settings/AI'
+
+export function AiSettings() {
+  return (
+    <>
+      <PageHeader title="AI 设置" subtitle="管理 AI 提供商连接与模型配置" />
+      <div className="px-8 py-6">
+        <SettingsAIPanel />
+      </div>
+    </>
+  )
+}

serve/frontend/src/pages/Auth.tsx

@@ -13,13 +13,14 @@ 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 { Eye, EyeOff, Loader2, Lock, ShieldCheck, ShieldAlert } 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 [username, setUsername] = useState('')
   const [password, setPassword] = useState('')
   const [confirmPassword, setConfirmPassword] = useState('')  // 仅设密码时用
   const [showPwd, setShowPwd] = useState(false)
@@ -43,7 +44,7 @@ export function Auth() {
       if (isSetup) {
         return api.authSetup(password)
       }
-      return api.authLogin(password)
+      return api.authLogin(username, password)
     },
     onSuccess: () => {
       // 成功: 跳回原页面(或首页)
@@ -112,6 +113,17 @@ export function Auth() {
           </div>
 
           <form onSubmit={handleSubmit} className="space-y-3">
+            {/* 用户名(仅登录模式) */}
+            {!isSetup && (
+              <input
+                type="text"
+                value={username}
+                onChange={e => setUsername(e.target.value)}
+                placeholder="用户名"
+                autoFocus
+                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"
+              />
+            )}
             {/* 密码输入 */}
             <div className="relative">
               <input
@@ -119,7 +131,7 @@ export function Auth() {
                 value={password}
                 onChange={e => setPassword(e.target.value)}
                 placeholder="访问密码"
-                autoFocus
+                autoFocus={isSetup}
                 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
@@ -184,11 +196,6 @@ export function Auth() {
             </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>
   )

serve/frontend/src/pages/ConceptAnalysis.tsx

@@ -1,5 +1,5 @@
 import { useMemo, useState, type ReactNode } from 'react'
-import { useQuery, useMutation, useQueryClient } from '@tanstack/react-query'
+import { useQuery } from '@tanstack/react-query'
 import { AnimatePresence } from 'framer-motion'
 import {
   Activity,
@@ -8,14 +8,14 @@ import {
   RefreshCw,
   Repeat,
   Search,
-  Settings2,
   TrendingDown,
   TrendingUp,
 } from 'lucide-react'
 import { PageHeader } from '@/components/PageHeader'
 import { EmptyState } from '@/components/EmptyState'
-import { AnalysisConfigDialog, PresetFetchState, type AnalysisFieldConfig } from '@/components/analysis-shared'
+import { type AnalysisFieldConfig } from '@/components/analysis-shared'
 import { StockPreviewDialog } from '@/components/StockPreviewDialog'
+import { DatePicker } from '@/components/DatePicker'
 import { RpsRotationDialog } from '@/components/RpsRotationDialog'
 import { api, type MarketSnapshotRow } from '@/lib/api'
 import { QK } from '@/lib/queryKeys'
@@ -68,9 +68,7 @@ function loadConfig(): AnalysisFieldConfig {
   return storage.conceptAnalysisConfig.get({}) as AnalysisFieldConfig
 }
 
-function saveConfig(c: AnalysisFieldConfig) {
+
-  storage.conceptAnalysisConfig.set(c)
-}
 
 function pickBestConfig(
   configs: { id: string; label: string; description?: string; fields: { name: string; label: string }[] }[],
@@ -234,14 +232,14 @@ function statSort(mode: SortMode) {
 }
 
 export function ConceptAnalysis() {
-  const [fieldConfig, setFieldConfig] = useState<AnalysisFieldConfig>(loadConfig)
+  const [fieldConfig] = useState<AnalysisFieldConfig>(loadConfig)
-  const [showConfig, setShowConfig] = useState(false)
   const [search, setSearch] = useState('')
   const [selectedKey, setSelectedKey] = useState<string | null>(null)
   const [sortMode, setSortMode] = useState<SortMode>('heat')
   const [previewSymbol, setPreviewSymbol] = useState<string | null>(null)
   const [previewName, setPreviewName] = useState<string>('')
   const [showRps, setShowRps] = useState(false)
+  const [asOf, setAsOf] = useState('')
 
   const configsQuery = useQuery({ queryKey: QK.extData, queryFn: api.extDataList })
   const availableConfigs = configsQuery.data?.items ?? []
@@ -253,29 +251,14 @@ export function ConceptAnalysis() {
   const activeConfig = availableConfigs.find(c => c.id === activeConfigId)
 
   const rowsQuery = useQuery({
-    queryKey: QK.extDataRows(activeConfigId, undefined, PAGE_LIMIT),
+    queryKey: QK.extDataRows(activeConfigId, asOf || undefined, PAGE_LIMIT),
-    queryFn: () => api.extDataRows(activeConfigId, { limit: PAGE_LIMIT }),
+    queryFn: () => api.extDataRows(activeConfigId, { date: asOf || undefined, limit: PAGE_LIMIT }),
     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,
+    queryKey: ['market-snapshot', asOf],
-    queryFn: api.marketSnapshot,
+    queryFn: () => api.marketSnapshot(asOf || undefined),
     staleTime: 60_000,
   })
 
@@ -316,12 +299,6 @@ export function ConceptAnalysis() {
     return set.size
   }, [stats])
 
-  const handleSaveConfig = (c: AnalysisFieldConfig) => {
-    setFieldConfig(c)
-    saveConfig(c)
-    setSelectedKey(null)
-  }
-
   if (configsQuery.isLoading) {
     return <div className="flex h-full items-center justify-center"><RefreshCw className="h-5 w-5 animate-spin text-muted" /></div>
   }
@@ -331,25 +308,9 @@ export function ConceptAnalysis() {
     return (
       <>
         <div className="flex h-full flex-col">
-          <PageHeader
+          <PageHeader title="概念分析" />
-            title="概念分析"
+          <EmptyState icon={Layers3} title="暂无概念数据" hint="请通过 local→serve 同步概念数据" />
-            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>
       </>
     )
   }
@@ -358,9 +319,10 @@ export function ConceptAnalysis() {
     <>
       <PageHeader
         title="概念分析"
-        subtitle={`${marketQuery.data?.as_of ?? rowsQuery.data?.date ?? '最新'} · ${stats.length} 个概念 · ${totalSymbols} 只标的`}
+        subtitle={`${asOf || 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">
+            <DatePicker value={asOf} onChange={setAsOf} className="w-28" />
             {/* RPS 轮动: 打开涨幅轮动矩阵对话框 */}
             <button
               onClick={() => setShowRps(true)}
@@ -369,17 +331,6 @@ export function ConceptAnalysis() {
             >
               <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}
-              className="p-1.5 text-muted hover:bg-surface disabled:opacity-50"
-              title="刷新"
-            >
-              <RefreshCw className={cn('h-4 w-4', (rowsQuery.isFetching || marketQuery.isFetching) && 'animate-spin')} />
-            </button>
-            <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>
           </div>
         }
       />
@@ -411,23 +362,13 @@ 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'} />
           )}
         </div>
       </div>
 
-      <AnimatePresence>
+
-        {showConfig && <AnalysisConfigDialog currentConfig={fieldConfig} onSave={handleSaveConfig} onClose={() => setShowConfig(false)} />}
-      </AnimatePresence>
 
       {previewSymbol && (
         <StockPreviewDialog

serve/frontend/src/pages/Dashboard.tsx

@@ -7,8 +7,7 @@ import { DatePicker } from '@/components/DatePicker'
 import { api, type MarketSnapshotRow, type OverviewDimensionRankItem, type OverviewMarket } from '@/lib/api'
 import { QK } from '@/lib/queryKeys'
 import { fmtBigNum } from '@/lib/format'
-import { useDataStatus, useCapabilities, useSettings } from '@/lib/useSharedQueries'
+import { useDataStatus, useSettings } from '@/lib/useSharedQueries'
-import { SealedBadge } from '@/components/SealedBadge'
 import { SettingsModal } from '@/components/data/SettingsModal'
 import { STAGE_LABELS } from '@/components/data/ActiveJobCard'
 
@@ -371,11 +370,7 @@ export function Dashboard() {
     placeholderData: (prev) => prev,
   })
   const data = overview.data
-  const caps = useCapabilities()
   const settings = useSettings()
-  const hasDepth = !!caps.data?.capabilities?.['depth5.batch']
-  const sealedReady = !!data?.limit?.sealed_ready
-  const isSealedDegrade = !hasDepth || !sealedReady
   // 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)→ 常驻引导卡片
@@ -541,7 +536,7 @@ export function Dashboard() {
       <div className="mb-3 grid grid-cols-6 gap-2">
         <KpiCell label="个股涨 / 平 / 跌" value={<><span className="text-bull">{data.breadth.up}</span><span className="text-muted">/</span><span className="text-muted">{data.breadth.flat}</span><span className="text-muted">/</span><span className="text-bear">{data.breadth.down}</span></>} sub={`上涨率 ${data.breadth.up_pct.toFixed(1)}%`} />
         <KpiCell label="强势 / 弱势" value={<><span className="text-bull">{strongUp}</span><span className="text-muted">/</span><span className="text-bear">{strongDown}</span></>} sub="涨跌 ≥3%" />
-        <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={<span className="inline-flex items-center gap-1">涨停 / 跌停</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} · 放量占比 ${fmtPrice(data.activity.high_vol_ratio, 1)}%`} tone="accent" />
@@ -611,7 +606,7 @@ 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 dark:text-yellow-500">{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}`}</span>} />
             <LadderMini limit={data.limit} />
           </section>
           <section className="rounded-card border border-border bg-surface/80 p-3">

serve/frontend/src/pages/Financials.tsx

@@ -1,16 +1,14 @@
-import { useState, useEffect } from 'react'
+import { useState } from 'react'
-import { RefreshCw, Lock, Loader2, X, Search, FileText, Database, Clock, CheckCircle2, Hourglass, Lightbulb, ExternalLink } from 'lucide-react'
+import { Loader2, Search, FileText, Database, Lightbulb, ExternalLink, X } from 'lucide-react'
 import { PageHeader } from '@/components/PageHeader'
 import { EmptyState } from '@/components/EmptyState'
-import { useCapabilities } from '@/lib/useSharedQueries'
+import { useFinancialStatus } from '@/lib/useFinancials'
-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',
@@ -27,63 +25,32 @@ const TABLE_ICON: Record<string, typeof FileText> = {
 }
 
 export function Financials() {
-  const { data: caps } = useCapabilities()
-  const hasFinancial = caps?.capabilities?.['financial'] != null
   const { data: status, isLoading } = useFinancialStatus()
-  const syncMut = useFinancialSync()
-  // 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 [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 [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 [selected, setSelected] = useState<{ symbol: string; name: string } | null>(null)
   const pick = (symbol: string, name: string) => {
     setSelected({ symbol, name })
     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
+  // 等待 status 加载完, 判断是否有从 local 同步来的数据
-  if (!hasFinancial) {
+  if (isLoading) {
-    if (isLoading) {
+    return (
-      return (
+      <>
-        <>
+        <PageHeader title="财务分析" subtitle="利润表 / 资负表 / 现金流 / 关键指标 / AI分析" />
-          <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">
-          <div className="flex items-center justify-center py-16">
+          <Loader2 className="h-5 w-5 animate-spin text-muted" />
-            <Loader2 className="h-5 w-5 animate-spin text-muted" />
+        </div>
-          </div>
+      </>
-        </>
+    )
-      )
+  }
-    }
+  if (!status?.available) {
-    if (!status?.available) {
+    // 无同步数据
-      // 既无 Expert 能力, 也无同步数据 → 锁定页
+    return (
-      return (
+      <>
-        <>
+        <PageHeader title="财务分析" subtitle="利润表 / 资负表 / 现金流 / 关键指标 / AI分析" />
-          <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="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 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">
-                <Lock className="h-6 w-6 text-warning" />
-              </div>
-              <h3 className="mt-4 text-base font-semibold text-foreground">需要 Expert 套餐</h3>
-              <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>
-              <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
@@ -100,72 +67,15 @@ export function Financials() {
                   前往 Issues 推荐
                   <ExternalLink className="h-3 w-3" />
                 </a>
-              </div>
             </div>
           </div>
         </>
       )
     }
     // 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)
-    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
-    setSyncStartedAt(Date.now())
-    setSyncSingleTable(table === 'all' ? null : table)
-    syncMut.mutate(table, {
-      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)
-      },
-    })
-  }
 
   const tables = status?.tables ?? {}
   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 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
-  const tableDoneThisRound = (key: string): boolean => {
-    if (!syncStartedAt || !syncing) return false
-    // 单表同步: 只判断这一张表是否完成
-    if (syncSingleTable && key !== syncSingleTable) return false
-    const ls = lastSync[key]
-    if (!ls) return false
-    return new Date(ls).getTime() >= syncStartedAt
-  }
-  // 当前正在同步的表:
-  // 全量同步 → 第一个未完成的; 单表同步 → 那张表(未完成时)
-  const currentSyncingTable = syncing && syncStartedAt
-    ? (syncSingleTable
-        ? (tableDoneThisRound(syncSingleTable) ? null : syncSingleTable)
-        : TABLE_ORDER.find(t => !tableDoneThisRound(t)) ?? null)
-    : null
-  const syncedCount = TABLE_ORDER.filter(t => tableDoneThisRound(t)).length
-  // 卡片三态: 仅全量同步时未轮到的表显示"等待"; 单表同步时其他表保持原样
-  const isWaitingTable = (key: string): boolean =>
-    !!isFullSync && !tableDoneThisRound(key) && currentSyncingTable !== key
 
   return (
     <>
@@ -175,40 +85,13 @@ export function Financials() {
         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" />
-                {isFullSync
-                  ? `已同步 ${syncedCount}/4 张表…`
-                  : isSingleSync
-                    ? `同步${TABLE_LABELS[syncSingleTable!] ?? syncSingleTable}…`
-                    : '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')}
-                disabled={syncing}
-                title={syncing ? '正在同步，请稍候…' : '同步全部财务表'}
-              >
-                {syncing
-                  ? <Loader2 className="h-3.5 w-3.5 animate-spin" />
-                  : <RefreshCw className="h-3.5 w-3.5" />}
-                {syncing ? '同步中…' : '全部同步'}
-              </button>
-            )}
           </div>
         }
       />
 
       <div className="px-8 py-6 space-y-6 max-w-7xl">
-        {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" />
-            正在从 TickFlow 拉取财务数据，请稍候…
-          </div>
-        )}
 
         {/* 同步状态卡片 —— 始终显示,反映本地财务数据概况 */}
         {!isLoading && available && (
@@ -219,50 +102,22 @@ export function Financials() {
                 const TIcon = TABLE_ICON[key] ?? Database
                 const hasData = (info?.rows ?? 0) > 0
                 // 本次同步三态: 完成 / 同步中 / 等待 (仅全量同步时未轮到的表才"等待")
-                const doneThisRound = tableDoneThisRound(key)
+
-                const isThisSyncing = currentSyncingTable === key
-                const isWaiting = isWaitingTable(key)
-                const lsTime = lastSync[key]
                 return (
                   <div
                     key={key}
                     className={`rounded-card border p-3.5 transition-colors flex flex-col ${
-                      isThisSyncing
+                      hasData
-                        ? 'border-accent/40 bg-accent/[0.04]'
+                        ? 'border-border bg-surface'
-                        : isWaiting
+                        : 'border-dashed border-border/60 bg-elevated/20'
-                          ? 'border-border/50 bg-elevated/15'
-                          : hasData
-                            ? 'border-border bg-surface'
-                            : 'border-dashed border-border/60 bg-elevated/20'
                     }`}
                   >
                     <div className="flex items-center justify-between">
                       <div className="flex items-center gap-1.5">
-                        {doneThisRound ? (
+                        <TIcon className={`h-3.5 w-3.5 ${hasData ? 'text-accent' : 'text-muted'}`} />
-                          <CheckCircle2 className="h-3.5 w-3.5 text-emerald-400" />
-                        ) : isThisSyncing ? (
-                          <Loader2 className="h-3.5 w-3.5 animate-spin text-accent" />
-                        ) : isWaiting ? (
-                          <Hourglass className="h-3.5 w-3.5 text-muted/60" />
-                        ) : (
-                          <TIcon className={`h-3.5 w-3.5 ${hasData ? 'text-accent' : 'text-muted'}`} />
-                        )}
                         <span className="text-xs font-medium text-foreground">{label}</span>
                       </div>
-                      {hasFinancial ? (
+
-                        <button
-                          className="text-muted hover:text-accent transition-colors disabled:opacity-30 disabled:cursor-not-allowed"
-                          onClick={() => handleSync(key)}
-                          disabled={syncing}
-                          title={syncing ? '正在同步…' : `同步${label}`}
-                        >
-                          {syncing
-                            ? <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)}
@@ -271,12 +126,6 @@ export function Financials() {
                     <div className="text-[11px] text-muted mt-0.5">
                       {fmtBigNum(info?.symbols ?? 0)} 只标的
                     </div>
-                    <div className="mt-auto pt-2 border-t border-border/40 text-[10px] text-muted flex items-center gap-1">
-                      <Clock className="h-2.5 w-2.5 shrink-0" />
-                      {lsTime
-                        ? new Date(lsTime).toLocaleString('zh-CN', { month: '2-digit', day: '2-digit', hour: '2-digit', minute: '2-digit' })
-                        : '尚未同步'}
-                    </div>
                   </div>
                 )
               })}

serve/frontend/src/pages/Indices.tsx

@@ -1,12 +1,11 @@
 import { useEffect, useMemo, useState } from 'react'
 import { useSearchParams } from 'react-router-dom'
-import { useMutation, useQuery, useQueryClient } from '@tanstack/react-query'
+import { useQuery } from '@tanstack/react-query'
-import { Activity, Loader2, Lock, RefreshCw, Search } from 'lucide-react'
+import { Activity, Search } from 'lucide-react'
-import { api, type IndexInstrument, type KlineRow, type MinuteKlineRow } from '@/lib/api'
+import { api, type IndexInstrument, type KlineRow } from '@/lib/api'
 import { QK } from '@/lib/queryKeys'
-import { useCapabilities } from '@/lib/useSharedQueries'
+
 import { EChartsCandlestick, type OHLC } from '@/components/EChartsCandlestick'
-import { EChartsIntraday } from '@/components/EChartsIntraday'
 
 function defaultRange() {
   const now = new Date()
@@ -56,7 +55,6 @@ function pinnedRank(item: IndexInstrument) {
 }
 
 export function Indices() {
-  const qc = useQueryClient()
   const [searchParams, setSearchParams] = useSearchParams()
   const [keyword, setKeyword] = useState('')
   const symbolParam = searchParams.get('symbol') ?? ''
@@ -65,10 +63,6 @@ export function Indices() {
   const [selectedDate, setSelectedDate] = useState<string | null>(null)
   const [linkedPrice, setLinkedPrice] = useState<number | null>(null)
 
-  // 分时数据需 Pro+ (kline.minute.batch) 能力
-  const caps = useCapabilities()
-  const hasMinuteCap = !!caps.data?.capabilities?.['kline.minute.batch']
-
   const list = useQuery({
     queryKey: QK.indexList,
     queryFn: api.indexList,
@@ -109,38 +103,8 @@ export function Indices() {
     placeholderData: (prev) => prev,
   })
 
-  const minute = useQuery({
-    queryKey: QK.indexMinute(selectedSymbol, selectedDate ?? ''),
-    queryFn: () => api.indexMinute(selectedSymbol, selectedDate ?? undefined),
-    enabled: !!selectedSymbol && !!selectedDate && hasMinuteCap,
-    placeholderData: (prev) => prev,
-  })
-
-  const syncInstruments = useMutation({
-    mutationFn: api.syncIndexInstruments,
-    onSuccess: () => {
-      qc.invalidateQueries({ queryKey: QK.indexList })
-    },
-  })
-
-  const syncDaily = useMutation({
-    mutationFn: () => api.syncIndexDaily(365),
-    onSuccess: () => {
-      qc.invalidateQueries({ queryKey: QK.indexList })
-      qc.invalidateQueries({ queryKey: ['index-daily'] })
-    },
-  })
-
   const chartRows = useMemo(() => toOHLC(daily.data?.rows ?? []), [daily.data?.rows])
   const selectedInfo = [...topRows, ...listRows].find(r => r.symbol === selectedSymbol) || daily.data?.index_info
-  const minuteRows: MinuteKlineRow[] = minute.data?.rows ?? []
-  const selectedIdx = selectedDate ? chartRows.findIndex(r => r.date === selectedDate) : -1
-  const prevClose = selectedIdx > 0
-    ? chartRows[selectedIdx - 1].close
-    : chartRows.length >= 2
-      ? chartRows[chartRows.length - 2].close
-      : undefined
-
   useEffect(() => {
     setSelectedDate(null)
     setLinkedPrice(null)
@@ -170,27 +134,6 @@ export function Indices() {
       <div className="mb-4 flex items-center justify-between gap-3">
         <div>
           <h1 className="text-lg font-semibold text-foreground">指数</h1>
-          <p className="mt-1 text-xs text-muted">
-            指数使用独立 kline_index_* parquet，不进入股票选股和策略链路。
-          </p>
-        </div>
-        <div className="flex items-center gap-2">
-          <button
-            onClick={() => syncInstruments.mutate()}
-            disabled={syncInstruments.isPending}
-            className="inline-flex items-center gap-1.5 rounded-btn bg-elevated px-3 py-1.5 text-xs text-secondary hover:text-foreground disabled:opacity-50"
-          >
-            {syncInstruments.isPending ? <Loader2 className="h-3.5 w-3.5 animate-spin" /> : <RefreshCw className="h-3.5 w-3.5" />}
-            同步指数列表
-          </button>
-          <button
-            onClick={() => syncDaily.mutate()}
-            disabled={syncDaily.isPending}
-            className="inline-flex items-center gap-1.5 rounded-btn bg-accent px-3 py-1.5 text-xs font-medium text-base hover:bg-accent/90 disabled:opacity-50"
-          >
-            {syncDaily.isPending ? <Loader2 className="h-3.5 w-3.5 animate-spin" /> : <RefreshCw className="h-3.5 w-3.5" />}
-            同步指数日K
-          </button>
         </div>
       </div>
 
@@ -229,9 +172,6 @@ export function Indices() {
                 </h2>
                 {selectedSymbol && <span className="font-mono text-xs text-muted">{selectedSymbol}</span>}
               </div>
-              <div className="mt-1 text-xs text-muted">
-                日K来源 {daily.data?.source ?? '--'}
-              </div>
             </div>
             <div className="flex items-center gap-2 text-xs">
               <input
@@ -258,52 +198,18 @@ export function Indices() {
             </div>
           )}
           {chartRows.length > 0 && (
-            <div className="flex items-start gap-3">
+            <EChartsCandlestick
-              <div className="min-w-0 flex-1">
+              data={chartRows}
-                <EChartsCandlestick
+              height={620}
-                  data={chartRows}
+              showMA={true}
-                  height={620}
+              showInfoBar={true}
-                  showMA={true}
+              showMarkers={false}
-                  showInfoBar={true}
+              symbol={selectedSymbol}
-                  showMarkers={false}
+              linkedPrice={linkedPrice}
-                  symbol={selectedSymbol}
+              onDateClick={setSelectedDate}
-                  linkedPrice={linkedPrice}
+              visibleBars={48}
-                  onDateClick={setSelectedDate}
+              activeIndicators={['vol', 'macd']}
-                  visibleBars={48}
+            />
-                  activeIndicators={['vol', 'macd']}
-                />
-              </div>
-              <div className="min-w-0 flex-1 border-l border-border pl-3" style={{ height: 620 }}>
-                {!hasMinuteCap ? (
-                  <div className="flex h-full flex-col items-center justify-center gap-2 text-center">
-                    <Lock className="h-5 w-5 text-muted" />
-                    <div className="text-xs text-secondary">分时数据权限需 Pro+</div>
-                    <div className="text-[10px] text-muted">升级套餐后可查看指数分时走势</div>
-                  </div>
-                ) : (
-                  <>
-                    {minute.isLoading && <div className="py-2 text-xs text-muted">分时加载中…</div>}
-                    {!minute.isLoading && minuteRows.length === 0 && (
-                      <div className="flex h-full items-center justify-center text-xs text-muted">
-                        暂无分时数据
-                      </div>
-                    )}
-                    {minuteRows.length > 0 && (
-                      <EChartsIntraday
-                        data={minuteRows}
-                        height={620}
-                        prevClose={prevClose}
-                        date={selectedDate ?? undefined}
-                        symbol={selectedSymbol}
-                        showLimitLines={false}
-                        showAvgLine={false}
-                        onPriceHover={setLinkedPrice}
-                      />
-                    )}
-                  </>
-                )}
-              </div>
-            </div>
           )}
         </main>
       </div>

serve/frontend/src/pages/IndustryAnalysis.tsx

@@ -1,19 +1,18 @@
 import { useMemo, useState, type ReactNode } from 'react'
-import { useQuery, useMutation, useQueryClient } from '@tanstack/react-query'
+import { useQuery } from '@tanstack/react-query'
-import { AnimatePresence } from 'framer-motion'
 import {
   Activity,
   Crown,
   Layers3,
   RefreshCw,
   Search,
-  Settings2,
   TrendingDown,
   TrendingUp,
 } from 'lucide-react'
+import { DatePicker } from '@/components/DatePicker'
 import { PageHeader } from '@/components/PageHeader'
 import { EmptyState } from '@/components/EmptyState'
-import { AnalysisConfigDialog, DimensionHeatmap, PresetFetchState, type AnalysisFieldConfig } from '@/components/analysis-shared'
+import { DimensionHeatmap, type AnalysisFieldConfig } from '@/components/analysis-shared'
 import { StockPreviewDialog } from '@/components/StockPreviewDialog'
 import { api, type MarketSnapshotRow } from '@/lib/api'
 import { QK } from '@/lib/queryKeys'
@@ -68,9 +67,7 @@ interface IndustryStat {
 function loadConfig(): AnalysisFieldConfig {
   return storage.industryAnalysisConfig.get({}) as AnalysisFieldConfig
 }
-function saveConfig(c: AnalysisFieldConfig) {
+
-  storage.industryAnalysisConfig.set(c)
-}
 
 // ===== 自动选取最佳数据源 =====
 
@@ -267,13 +264,13 @@ function groupByIndustryLevel(groups: DimensionGroup[], level: IndustryLevel): D
 // ===== 主页面 =====
 
 export function IndustryAnalysis() {
-  const [fieldConfig, setFieldConfig] = useState<AnalysisFieldConfig>(loadConfig)
+  const [fieldConfig] = useState<AnalysisFieldConfig>(loadConfig)
-  const [showConfig, setShowConfig] = useState(false)
   const [search, setSearch] = useState('')
   const [selectedKey, setSelectedKey] = useState<string | null>(null)
   const [sortMode, setSortMode] = useState<SortMode>('heat')
   const [previewSymbol, setPreviewSymbol] = useState<string | null>(null)
   const [previewName, setPreviewName] = useState<string>('')
+  const [asOf, setAsOf] = useState('')
 
   const configsQuery = useQuery({ queryKey: QK.extData, queryFn: api.extDataList })
   const availableConfigs = configsQuery.data?.items ?? []
@@ -285,29 +282,14 @@ export function IndustryAnalysis() {
   const activeConfig = availableConfigs.find(c => c.id === activeConfigId)
 
   const rowsQuery = useQuery({
-    queryKey: QK.extDataRows(activeConfigId, undefined, PAGE_LIMIT),
+    queryKey: QK.extDataRows(activeConfigId, asOf || undefined, PAGE_LIMIT),
-    queryFn: () => api.extDataRows(activeConfigId, { limit: PAGE_LIMIT }),
+    queryFn: () => api.extDataRows(activeConfigId, { date: asOf || undefined, limit: PAGE_LIMIT }),
     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,
+    queryKey: ['market-snapshot', asOf],
-    queryFn: api.marketSnapshot,
+    queryFn: () => api.marketSnapshot(asOf || undefined),
     staleTime: 60_000,
   })
 
@@ -364,12 +346,6 @@ export function IndustryAnalysis() {
     return map
   }, [marketMap])
 
-  const handleSaveConfig = (c: AnalysisFieldConfig) => {
-    setFieldConfig(c)
-    saveConfig(c)
-    setSelectedKey(null)
-  }
-
   if (configsQuery.isLoading) {
     return <div className="flex h-full items-center justify-center"><RefreshCw className="h-5 w-5 animate-spin text-muted" /></div>
   }
@@ -379,25 +355,10 @@ export function IndustryAnalysis() {
     return (
       <>
         <div className="flex h-full flex-col">
-          <PageHeader
+          <PageHeader title="行业分析" />
-            title="行业分析"
+          <EmptyState icon={Layers3} title="暂无行业数据" hint="请通过 local→serve 同步行业数据" />
-            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>
       </>
     )
   }
@@ -408,21 +369,9 @@ export function IndustryAnalysis() {
     <>
       <PageHeader
         title="行业分析"
-        subtitle={`${industryLevelLabel} · ${marketQuery.data?.as_of ?? rowsQuery.data?.date ?? '最新'} · ${stats.length} 个行业 · ${totalSymbols} 只标的`}
+        subtitle={`${industryLevelLabel} · ${asOf || marketQuery.data?.as_of || rowsQuery.data?.date || '最新'} · ${stats.length} 个行业 · ${totalSymbols} 只标的`}
         right={
-          <div className="flex items-center gap-1">
+          <DatePicker value={asOf} onChange={setAsOf} className="w-28" />
-            <button
-              onClick={() => { rowsQuery.refetch(); marketQuery.refetch() }}
-              disabled={rowsQuery.isFetching || marketQuery.isFetching}
-              className="p-1.5 text-muted hover:bg-surface disabled:opacity-50"
-              title="刷新"
-            >
-              <RefreshCw className={cn('h-4 w-4', (rowsQuery.isFetching || marketQuery.isFetching) && 'animate-spin')} />
-            </button>
-            <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>
-          </div>
         }
       />
 
@@ -464,23 +413,13 @@ 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'} />
           )}
         </div>
       </div>
 
-      <AnimatePresence>
+
-        {showConfig && <AnalysisConfigDialog currentConfig={fieldConfig} onSave={handleSaveConfig} onClose={() => setShowConfig(false)} showHierarchyLevel />}
-      </AnimatePresence>
 
       {previewSymbol && (
         <StockPreviewDialog

serve/frontend/src/pages/LimitUpLadder.tsx

@@ -11,7 +11,6 @@ import { fmtPct, priceColorClass } from '@/lib/format'
 import { PageHeader } from '@/components/PageHeader'
 import { EmptyState } from '@/components/EmptyState'
 import { useCapabilities, usePreferences } from '@/lib/useSharedQueries'
-import { SealedBadge } from '@/components/SealedBadge'
 import type { ExtColumnDisplayConfig } from '@/lib/list-columns'
 
 // ===== Ext 字段配置 =====
@@ -1440,7 +1439,7 @@ export function LimitUpLadder() {
 
   const extColumnsParam = useMemo(() => buildExtColumnsParam(extFields), [extFields])
 
-  const { data, isLoading, refetch, isFetching } = useQuery({
+  const { data, isLoading } = useQuery({
     queryKey: [QK.limitLadder(asOf || undefined), extColumnsParam, direction],
     queryFn: () => api.limitLadder(asOf || undefined, extColumnsParam, direction),
     staleTime: 5 * 60_000,
@@ -1478,16 +1477,6 @@ export function LimitUpLadder() {
         title={direction === 'down' ? '连跌梯队' : '连板梯队'}
         titleExtra={
           <div className="flex items-center gap-2">
-            <SealedBadge
-              degraded={sealedDegrade.degraded}
-              hasDepth={sealedDegrade.hasDepth}
-              isHistorical={sealedDegrade.isHistorical}
-              sealedReady={sealedDegrade.sealedReady}
-              sealedCountsUp={data?.sealed_counts_up}
-              sealedCountsDown={data?.sealed_counts_down}
-              rawUp={data?.counts_raw?.up}
-              rawDown={data?.counts_raw?.down}
-            />
             {/* 涨跌停切换(胶囊式): 点击切换方向, 当前方向有背景 */}
             <div className="flex items-center rounded-full bg-elevated/60 p-0.5">
               <button
@@ -1606,13 +1595,6 @@ export function LimitUpLadder() {
             >
               <Settings2 className="h-3.5 w-3.5" />
             </button>
-            <button
-              onClick={() => refetch()}
-              disabled={isFetching}
-              className="p-1.5 hover:bg-surface text-muted disabled:opacity-50"
-            >
-              <RefreshCw className={`h-4 w-4 ${isFetching ? 'animate-spin' : ''}`} />
-            </button>
           </div>
         }
       />

serve/frontend/src/pages/Review.tsx

@@ -9,20 +9,20 @@
 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 { motion } from 'framer-motion'
 import {
   BookOpenCheck, RefreshCw, Sparkles, Trash2, History, ChevronRight, AlertTriangle,
-  Database, Wand2, Copy, Download, Clock, X, Check,
+  Database, Wand2, Copy, Download,
 } 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 { DatePicker } from '@/components/DatePicker'
 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,
@@ -68,8 +68,7 @@ function fmtArchivedAt(iso: string): string {
 
 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, setAsOf] = 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()
@@ -78,8 +77,8 @@ export function Review() {
 
   // 看板数据(与总览页同源)
   const marketQuery = useQuery<OverviewMarket>({
-    queryKey: QK.overviewMarket(asOf),
+    queryKey: QK.overviewMarket(asOf || undefined),
-    queryFn: () => api.overviewMarket(asOf),
+    queryFn: () => api.overviewMarket(asOf || undefined),
     staleTime: 5_000,
     placeholderData: (prev) => prev,
   })
@@ -99,45 +98,8 @@ export function Review() {
     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 as any)?.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(() => {
@@ -176,7 +138,7 @@ export function Review() {
     if (isReviewGenerating()) return
     setViewing(null)
     resetReview()
-    startReviewGeneration(asOf, focus, (full, doneMeta) => {
+    startReviewGeneration(asOf || undefined, focus, (full, doneMeta) => {
       onGenerationDone(full, doneMeta).catch(() => { /* 静默 */ })
     })
   }, [asOf, focus, onGenerationDone])
@@ -228,6 +190,7 @@ export function Review() {
         subtitle={`${displayDate}${data?.emotion ? ` · 情绪 ${data.emotion.label}` : ''}`}
         right={
           <div className="flex items-center gap-1">
+            <DatePicker value={asOf} onChange={setAsOf} className="w-28" />
             <button
               onClick={() => { marketQuery.refetch() }}
               disabled={marketQuery.isFetching}
@@ -236,18 +199,6 @@ export function Review() {
             >
               <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}
@@ -344,149 +295,6 @@ export function Review() {
         </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>
     </>
   )
 }

serve/frontend/src/pages/UserManage.tsx

@@ -0,0 +1,228 @@
+import { useState } from 'react'
+import { useQuery, useMutation, useQueryClient } from '@tanstack/react-query'
+import { motion, AnimatePresence } from 'framer-motion'
+import { Plus, Trash2, Key, Loader2, Shield, User, Check } from 'lucide-react'
+import { PageHeader } from '@/components/PageHeader'
+import { EmptyState } from '@/components/EmptyState'
+import { api } from '@/lib/api'
+import { toast } from '@/components/Toast'
+import { cn } from '@/lib/cn'
+
+export function UserManage() {
+  const qc = useQueryClient()
+  const [showCreate, setShowCreate] = useState(false)
+  const [newUsername, setNewUsername] = useState('')
+  const [newPassword, setNewPassword] = useState('')
+  const [newRole, setNewRole] = useState('viewer')
+  const [resetTarget, setResetTarget] = useState<string | null>(null)
+  const [resetPwd, setResetPwd] = useState('')
+
+  const { data, isLoading } = useQuery({
+    queryKey: ['auth-users'],
+    queryFn: () => api.authUsers(),
+  })
+  const users = data?.users ?? []
+
+  const createMut = useMutation({
+    mutationFn: () => api.authCreateUser(newUsername, newPassword, newRole),
+    onSuccess: () => {
+      toast('用户已创建', 'success')
+      setShowCreate(false)
+      setNewUsername('')
+      setNewPassword('')
+      setNewRole('viewer')
+      qc.invalidateQueries({ queryKey: ['auth-users'] })
+    },
+    onError: (err: any) => toast(err?.message || '创建失败', 'error'),
+  })
+
+  const deleteMut = useMutation({
+    mutationFn: (username: string) => api.authDeleteUser(username),
+    onSuccess: () => {
+      toast('用户已删除', 'success')
+      qc.invalidateQueries({ queryKey: ['auth-users'] })
+    },
+    onError: (err: any) => toast(err?.message || '删除失败', 'error'),
+  })
+
+  const resetMut = useMutation({
+    mutationFn: () => api.authResetPassword(resetTarget!, resetPwd),
+    onSuccess: () => {
+      toast('密码已重置', 'success')
+      setResetTarget(null)
+      setResetPwd('')
+      qc.invalidateQueries({ queryKey: ['auth-users'] })
+    },
+    onError: (err: any) => toast(err?.message || '重置失败', 'error'),
+  })
+
+  return (
+    <>
+      <PageHeader
+        title="用户管理"
+        subtitle="管理面板访问账号"
+      />
+
+      <div className="px-8 py-6 max-w-2xl space-y-4">
+        {/* 操作栏 */}
+        <div className="flex items-center justify-between">
+          <span className="text-xs text-muted">{users.length} 个用户</span>
+          <button
+            onClick={() => setShowCreate(v => !v)}
+            className="inline-flex items-center gap-1.5 rounded-btn bg-accent px-3 py-1.5 text-xs font-medium text-white hover:bg-accent/90 transition-colors"
+          >
+            <Plus className="h-3.5 w-3.5" />
+            添加用户
+          </button>
+        </div>
+
+        {/* 创建用户表单 */}
+        <AnimatePresence>
+          {showCreate && (
+            <motion.div
+              initial={{ opacity: 0, height: 0 }}
+              animate={{ opacity: 1, height: 'auto' }}
+              exit={{ opacity: 0, height: 0 }}
+              className="overflow-hidden"
+            >
+              <div className="rounded-card border border-border bg-surface p-4 space-y-3">
+                <input
+                  type="text"
+                  value={newUsername}
+                  onChange={e => setNewUsername(e.target.value)}
+                  placeholder="用户名"
+                  className="h-9 w-full rounded-btn border border-border bg-base px-3 text-sm text-foreground outline-none focus:border-accent/50"
+                />
+                <input
+                  type="password"
+                  value={newPassword}
+                  onChange={e => setNewPassword(e.target.value)}
+                  placeholder="密码 (至少 6 位)"
+                  className="h-9 w-full rounded-btn border border-border bg-base px-3 text-sm text-foreground outline-none focus:border-accent/50"
+                />
+                <select
+                  value={newRole}
+                  onChange={e => setNewRole(e.target.value)}
+                  className="h-9 w-full rounded-btn border border-border bg-base px-3 text-sm text-foreground outline-none focus:border-accent/50"
+                >
+                  <option value="viewer">普通用户 (viewer)</option>
+                  <option value="admin">管理员 (admin)</option>
+                </select>
+                <div className="flex justify-end gap-2">
+                  <button
+                    onClick={() => setShowCreate(false)}
+                    className="rounded-btn bg-elevated px-3 py-1.5 text-xs text-secondary hover:text-foreground transition-colors"
+                  >
+                    取消
+                  </button>
+                  <button
+                    onClick={() => createMut.mutate()}
+                    disabled={createMut.isPending || !newUsername || newPassword.length < 6}
+                    className="inline-flex items-center gap-1 rounded-btn bg-accent px-3 py-1.5 text-xs font-medium text-white hover:bg-accent/90 disabled:opacity-50 transition-colors"
+                  >
+                    {createMut.isPending ? <Loader2 className="h-3 w-3 animate-spin" /> : <Check className="h-3 w-3" />}
+                    创建
+                  </button>
+                </div>
+              </div>
+            </motion.div>
+          )}
+        </AnimatePresence>
+
+        {/* 用户列表 */}
+        {isLoading ? (
+          <div className="flex justify-center py-10"><Loader2 className="h-5 w-5 animate-spin text-muted" /></div>
+        ) : users.length === 0 ? (
+          <EmptyState icon={User} title="暂无用户" hint="添加第一个用户以允许访问" />
+        ) : (
+          <div className="space-y-2">
+            {users.map(u => (
+              <div key={u.username} className="flex items-center gap-3 rounded-card border border-border bg-surface p-3">
+                <div className="flex h-8 w-8 items-center justify-center rounded-lg bg-accent/10 text-accent">
+                  <User className="h-4 w-4" />
+                </div>
+                <div className="flex-1 min-w-0">
+                  <div className="flex items-center gap-2">
+                    <span className="text-sm font-medium text-foreground">{u.username}</span>
+                    <span className={cn(
+                      'inline-flex items-center rounded-full px-1.5 py-px text-[9px] font-medium',
+                      u.role === 'admin' ? 'bg-purple-400/10 text-purple-400' : 'bg-accent/10 text-accent',
+                    )}>
+                      {u.role === 'admin' ? <><Shield className="h-2.5 w-2.5 mr-0.5" />admin</> : 'viewer'}
+                    </span>
+                  </div>
+                </div>
+                <button
+                  onClick={() => { setResetTarget(u.username); setResetPwd('') }}
+                  className="rounded p-1.5 text-muted hover:text-accent hover:bg-elevated transition-colors"
+                  title="重置密码"
+                >
+                  <Key className="h-3.5 w-3.5" />
+                </button>
+                {u.role !== 'admin' && (
+                  <button
+                    onClick={() => {
+                      if (confirm(`确定删除用户「${u.username}」？`)) deleteMut.mutate(u.username)
+                    }}
+                    disabled={deleteMut.isPending}
+                    className="rounded p-1.5 text-muted hover:text-danger hover:bg-danger/10 transition-colors disabled:opacity-50"
+                    title="删除用户"
+                  >
+                    <Trash2 className="h-3.5 w-3.5" />
+                  </button>
+                )}
+              </div>
+            ))}
+          </div>
+        )}
+
+        {/* 重置密码弹窗 */}
+        <AnimatePresence>
+          {resetTarget && (
+            <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={() => setResetTarget(null)}
+            >
+              <motion.div
+                initial={{ scale: 0.96, opacity: 0 }}
+                animate={{ scale: 1, opacity: 1 }}
+                exit={{ scale: 0.96, opacity: 0 }}
+                className="w-full max-w-sm rounded-card border border-border bg-surface p-5 shadow-2xl"
+                onClick={e => e.stopPropagation()}
+              >
+                <h3 className="text-sm font-medium text-foreground mb-3">重置 {resetTarget} 的密码</h3>
+                <input
+                  type="password"
+                  value={resetPwd}
+                  onChange={e => setResetPwd(e.target.value)}
+                  placeholder="新密码 (至少 6 位)"
+                  autoFocus
+                  className="h-9 w-full rounded-btn border border-border bg-base px-3 text-sm text-foreground outline-none focus:border-accent/50"
+                />
+                <div className="mt-4 flex justify-end gap-2">
+                  <button
+                    onClick={() => setResetTarget(null)}
+                    className="rounded-btn bg-elevated px-3 py-1.5 text-xs text-secondary hover:text-foreground transition-colors"
+                  >
+                    取消
+                  </button>
+                  <button
+                    onClick={() => resetMut.mutate()}
+                    disabled={resetMut.isPending || resetPwd.length < 6}
+                    className="inline-flex items-center gap-1 rounded-btn bg-accent px-3 py-1.5 text-xs font-medium text-white hover:bg-accent/90 disabled:opacity-50 transition-colors"
+                  >
+                    {resetMut.isPending ? <Loader2 className="h-3 w-3 animate-spin" /> : <Check className="h-3 w-3" />}
+                    确认重置
+                  </button>
+                </div>
+              </motion.div>
+            </motion.div>
+          )}
+        </AnimatePresence>
+      </div>
+    </>
+  )
+}

serve/frontend/src/pages/settings/AI.tsx

@@ -19,7 +19,6 @@ 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' },
 ]
@@ -29,8 +28,6 @@ const PRESETS: { label: string; provider?: string; url: string; model: string; c
   { 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() {
@@ -226,7 +223,7 @@ export function SettingsAIPanel() {
         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="inline-flex items-center gap-1.5 text-[10px] text-muted/60">
             <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>
@@ -236,7 +233,7 @@ export function SettingsAIPanel() {
           {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={`${INPUT_CLS} flex items-center text-muted/80 select-none`} aria-label="Codex CLI command">
+                <div className={`${INPUT_CLS} flex items-center text-muted/80 select-none`}>
                   {CODEX_COMMAND}
                 </div>
               </Field>
@@ -352,7 +349,6 @@ export function SettingsAIPanel() {
           <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">

serve/frontend/src/router.tsx

@@ -2,7 +2,6 @@ import { createBrowserRouter, Navigate } from 'react-router-dom'
 import { Layout } from './components/Layout'
 import { Screener } from './pages/Screener'
 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'
@@ -14,50 +13,16 @@ import { StockAnalysis } from './pages/StockAnalysis'
 import { Review } from './pages/Review'
 import { LimitUpLadder } from './pages/LimitUpLadder'
 import { Branding } from './pages/Branding'
+import { AiSettings } from './pages/AiSettings'
+import { UserManage } from './pages/UserManage'
 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 —— 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: '/onboarding', element: <Onboarding /> },
   { path: '/login', element: <Auth /> },
   {
     path: '/',
-    element: (
+    element: <Layout />,
-      <OnboardingGuard>
-        <Layout />
-      </OnboardingGuard>
-    ),
     children: [
       { index: true, element: <Dashboard /> },
       { path: 'overview', element: <Navigate to="/" replace /> },
@@ -79,7 +44,8 @@ export const router = createBrowserRouter([
       { path: 'dev', element: <Dev /> },
       // 旧路由兼容重定向
       { path: 'settings/keys', element: <Navigate to="/settings?tab=account" replace /> },
-      { path: 'settings/ai', element: <Navigate to="/settings?tab=ai" replace /> },
+      { path: 'settings/ai', element: <AiSettings /> },
+      { path: 'settings/users', element: <UserManage /> },
       { path: 'settings/queries', element: <Navigate to="/settings?tab=queries" replace /> },
     ],
   },