最大更新

backend/app/api/chat.py

@@ -6,10 +6,11 @@ POST /api/chat/stream - SSE 流式对话
 import json
 import logging
 
-from fastapi import APIRouter
+from fastapi import APIRouter, Depends
 from fastapi.responses import StreamingResponse
 from pydantic import BaseModel
 
+from app.core.deps import get_current_user
 from app.llm.chat_agent import chat_stream
 
 logger = logging.getLogger(__name__)
@@ -26,13 +27,13 @@ class ChatRequest(BaseModel):
 
 
 @router.post("/stream")
-async def chat_stream_endpoint(req: ChatRequest):
+async def chat_stream_endpoint(req: ChatRequest, current_user: dict = Depends(get_current_user)):
     """流式对话接口（SSE）"""
     messages = [{"role": m.role, "content": m.content} for m in req.messages]
 
     async def event_generator():
         try:
-            async for msg in chat_stream(messages):
+            async for msg in chat_stream(messages, current_user=current_user):
                 data = json.dumps(msg, ensure_ascii=False)
                 yield f"data: {data}\n\n"
             yield "data: [DONE]\n\n"

backend/app/api/market.py

@@ -1,11 +1,14 @@
 """市场概览 API"""
 
-from fastapi import APIRouter
+from datetime import datetime
+
+from fastapi import APIRouter, Depends
 
 from app.data.tushare_client import tushare_client
 from app.data import tencent_client
 from app.engine.recommender import get_latest_recommendations
 from app.config import is_trading_hours, is_market_session
+from app.core.deps import get_current_admin
 
 router = APIRouter(prefix="/api/market", tags=["market"])
 
@@ -73,8 +76,112 @@ async def get_daily_review():
         return {"reviews": reviews}
 
 
+@router.get("/strategy-board")
+async def get_strategy_board():
+    """获取今日市场作战面板（只读，不触发 LLM）"""
+    from app.llm.strategy_board import build_strategy_board
+    return await build_strategy_board(include_llm=False)
+
+
+@router.get("/strategy-iteration")
+async def get_strategy_iteration(limit: int = 50):
+    """获取策略复盘迭代建议（只读，不触发 LLM）"""
+    from app.llm.strategy_iteration import build_strategy_iteration_report
+    return await build_strategy_iteration_report(limit=limit, include_llm=False)
+
+
+@router.get("/ops-status")
+async def get_ops_status():
+    """管理员任务中心状态与数据新鲜度（只读，不触发扫描或 LLM）。"""
+    from sqlalchemy import text
+    from app.db.database import get_db
+    from app.engine.recommender import _scan_running
+
+    async with get_db() as db:
+        rec_row = (await db.execute(
+            text(
+                "SELECT created_at FROM recommendations "
+                "ORDER BY created_at DESC LIMIT 1"
+            )
+        )).fetchone()
+        tracking_row = (await db.execute(
+            text(
+                "SELECT track_date, created_at FROM recommendation_tracking "
+                "ORDER BY track_date DESC, id DESC LIMIT 1"
+            )
+        )).fetchone()
+        market_row = (await db.execute(
+            text(
+                "SELECT trade_date, created_at FROM market_temperature "
+                "ORDER BY REPLACE(trade_date, '-', '') DESC, id DESC LIMIT 1"
+            )
+        )).fetchone()
+        sector_row = (await db.execute(
+            text(
+                "SELECT trade_date, created_at FROM sector_heat "
+                "ORDER BY REPLACE(trade_date, '-', '') DESC, id DESC LIMIT 1"
+            )
+        )).fetchone()
+        board_row = (await db.execute(
+            text(
+                "SELECT created_at FROM daily_reviews "
+                "ORDER BY trade_date DESC LIMIT 1"
+            )
+        )).fetchone()
+
+    def _fmt_dt(value):
+        return str(value or "")
+
+    latest_market_date = str(market_row._mapping["trade_date"]) if market_row else ""
+    latest_sector_date = str(sector_row._mapping["trade_date"]) if sector_row else ""
+    latest_tracking_date = str(tracking_row._mapping["track_date"]) if tracking_row else ""
+
+    return {
+        "scan_running": _scan_running,
+        "scan_mode": "intraday" if is_trading_hours() else "post_market",
+        "is_trading": is_trading_hours(),
+        "data_freshness": {
+            "market_trade_date": latest_market_date,
+            "sector_trade_date": latest_sector_date,
+            "tracking_trade_date": latest_tracking_date,
+            "last_recommendation_created_at": _fmt_dt(rec_row._mapping["created_at"]) if rec_row else "",
+            "last_tracking_created_at": _fmt_dt(tracking_row._mapping["created_at"]) if tracking_row else "",
+            "last_market_created_at": _fmt_dt(market_row._mapping["created_at"]) if market_row else "",
+            "last_sector_created_at": _fmt_dt(sector_row._mapping["created_at"]) if sector_row else "",
+            "last_review_created_at": _fmt_dt(board_row._mapping["created_at"]) if board_row else "",
+            "status": "fresh" if latest_market_date else "empty",
+            "message": (
+                f"最新市场日期 {latest_market_date}，最近跟踪 {latest_tracking_date or '暂无'}"
+                if latest_market_date else
+                "暂无市场缓存数据，请由管理员触发扫描。"
+            ),
+            "generated_at": datetime.now().isoformat(),
+        },
+        "actions": [
+            {"key": "refresh", "label": "立即扫描", "admin_only": True},
+            {"key": "update_tracking", "label": "更新跟踪", "admin_only": True},
+            {"key": "generate_strategy_board", "label": "生成策略板", "admin_only": True},
+            {"key": "generate_strategy_iteration", "label": "生成策略复盘", "admin_only": True},
+        ],
+    }
+
+
+@router.post("/generate-strategy-board")
+async def generate_strategy_board(_admin: dict = Depends(get_current_admin)):
+    """管理员手动生成带 LLM 说明的策略看板"""
+    from app.llm.strategy_board import build_strategy_board
+    return await build_strategy_board(include_llm=True)
+
+
+@router.post("/generate-strategy-iteration")
+async def generate_strategy_iteration(limit: int = 50, _admin: dict = Depends(get_current_admin)):
+    """管理员手动生成带 LLM 分析的策略复盘"""
+    from app.llm.strategy_iteration import build_strategy_iteration_report
+    return await build_strategy_iteration_report(limit=limit, include_llm=True)
+
+
 @router.post("/generate-review")
-async def generate_daily_review():
+async def generate_daily_review(_admin: dict = Depends(get_current_admin)):
     """手动触发生成每日复盘"""
     from app.llm.daily_review import generate_review
     result = await generate_review()

backend/app/api/recommendations.py

@@ -4,7 +4,7 @@ import asyncio
 import logging
 import traceback
 from datetime import datetime
-from fastapi import APIRouter
+from fastapi import APIRouter, Depends
 
 from app.engine.recommender import (
     refresh_recommendations,
@@ -13,6 +13,7 @@ from app.engine.recommender import (
     get_performance_stats,
 )
 from app.config import is_trading_hours
+from app.core.deps import get_current_admin
 
 logger = logging.getLogger(__name__)
 
@@ -60,6 +61,13 @@ async def get_latest():
                 "risk_note": r.risk_note,
                 "llm_analysis": r.llm_analysis,
                 "entry_timing": r.entry_timing,
+                "action_plan": r.action_plan,
+                "trigger_condition": r.trigger_condition,
+                "invalidation_condition": r.invalidation_condition,
+                "suggested_position_pct": r.suggested_position_pct,
+                "review_after_days": r.review_after_days,
+                "lifecycle_status": r.lifecycle_status,
+                "data_freshness": r.data_freshness,
                 "llm_score": r.llm_score,
                 "strategy": r.strategy,
                 "entry_signal_type": r.entry_signal_type,
@@ -69,11 +77,12 @@ async def get_latest():
             for r in result.get("recommendations", [])
         ],
         "scan_mode": result.get("scan_mode", "unknown"),
+        "strategy_profile": result.get("strategy_profile"),
     }
 
 
 @router.post("/refresh")
-async def refresh(scan_session: str = "manual"):
+async def refresh(scan_session: str = "manual", _admin: dict = Depends(get_current_admin)):
     """手动触发一次全量筛选（后台执行，立即返回）"""
     from app.engine.recommender import _scan_running, _scan_lock
 
@@ -126,7 +135,7 @@ async def _run_scan_background(scan_session: str):
 
 
 @router.post("/update-tracking")
-async def update_tracking():
+async def update_tracking(_admin: dict = Depends(get_current_admin)):
     """独立更新推荐跟踪数据（不触发新扫描，盘中可单独调用）"""
     from app.engine.recommender import _update_tracking
     await _update_tracking()

backend/app/api/stocks.py

@@ -5,7 +5,7 @@ import logging
 import traceback
 from datetime import datetime, timedelta
 
-from fastapi import APIRouter
+from fastapi import APIRouter, Query
 from starlette.responses import StreamingResponse
 
 from app.data.tushare_client import tushare_client
@@ -19,6 +19,188 @@ logger = logging.getLogger(__name__)
 router = APIRouter(prefix="/api/stocks", tags=["stocks"])
 
 
+@router.get("/search")
+async def search_stock(keyword: str):
+    """搜索股票"""
+    basic = tushare_client.get_stock_basic()
+    if basic.empty:
+        return []
+    matches = basic[
+        basic["name"].str.contains(keyword, na=False) |
+        basic["ts_code"].str.contains(keyword, na=False) |
+        basic["symbol"].str.contains(keyword, na=False)
+    ].head(20)
+    return matches[["ts_code", "name", "industry"]].to_dict(orient="records")
+
+
+@router.get("/{ts_code}/thesis")
+async def get_stock_thesis(ts_code: str):
+    """获取个股推荐推演归档（只读缓存，不触发扫描或 LLM）。"""
+    from sqlalchemy import text
+
+    async with get_db() as db:
+        rec_result = await db.execute(
+            text(
+                "SELECT * FROM recommendations "
+                "WHERE ts_code = :code "
+                "ORDER BY created_at DESC, id DESC LIMIT 1"
+            ),
+            {"code": ts_code},
+        )
+        rec_row = rec_result.fetchone()
+
+        tracking_rows = []
+        diagnosis_rows = []
+        if rec_row:
+            rec_id = rec_row._mapping["id"]
+            tracking_result = await db.execute(
+                text(
+                    "SELECT * FROM recommendation_tracking "
+                    "WHERE recommendation_id = :rid "
+                    "ORDER BY track_date DESC, id DESC LIMIT 10"
+                ),
+                {"rid": rec_id},
+            )
+            tracking_rows = tracking_result.fetchall()
+
+        diagnosis_result = await db.execute(
+            text(
+                "SELECT id, diagnosis, created_at FROM stock_diagnoses "
+                "WHERE ts_code = :code "
+                "ORDER BY created_at DESC LIMIT 3"
+            ),
+            {"code": ts_code},
+        )
+        diagnosis_rows = diagnosis_result.fetchall()
+
+    if not rec_row:
+        return {
+            "ts_code": ts_code,
+            "name": ts_code,
+            "has_recommendation": False,
+            "recommendation": None,
+            "latest_tracking": None,
+            "tracking_history": [],
+            "diagnoses": [
+                {
+                    "id": row._mapping["id"],
+                    "diagnosis": row._mapping["diagnosis"] or "",
+                    "created_at": str(row._mapping["created_at"] or ""),
+                }
+                for row in diagnosis_rows
+            ],
+            "decision_points": [],
+            "data_freshness": {
+                "recommendation_created_at": "",
+                "tracking_date": "",
+                "status": "no_recommendation",
+                "message": "暂无推荐归档，可从 AI 诊断页生成个股诊断。",
+            },
+        }
+
+    r = rec_row._mapping
+
+    def _safe_json_list(value: str | None) -> list:
+        if not value:
+            return []
+        try:
+            parsed = json.loads(value)
+            return parsed if isinstance(parsed, list) else []
+        except Exception:
+            return []
+
+    tracking_history = []
+    for row in tracking_rows:
+        t = row._mapping
+        tracking_history.append({
+            "track_date": t["track_date"],
+            "current_price": t["current_price"],
+            "pct_from_entry": t["pct_from_entry"],
+            "max_return_pct": t["max_return_pct"],
+            "max_drawdown_pct": t["max_drawdown_pct"],
+            "days_since_recommendation": t["days_since_recommendation"],
+            "hit_target": bool(t["hit_target"]),
+            "hit_stop_loss": bool(t["hit_stop_loss"]),
+            "close_reason": t["close_reason"] or "",
+            "review_note": t["review_note"] or "",
+            "status": t["status"] or "",
+        })
+    latest_tracking = tracking_history[0] if tracking_history else None
+
+    decision_points = [
+        {"label": "操作计划", "value": r["action_plan"] or "观察"},
+        {"label": "触发条件", "value": r["trigger_condition"] or "等待触发条件归档"},
+        {"label": "失效条件", "value": r["invalidation_condition"] or "等待失效条件归档"},
+        {"label": "建议仓位", "value": f"{r['suggested_position_pct']}%" if r["suggested_position_pct"] is not None else "未设置"},
+        {"label": "复盘周期", "value": f"{r['review_after_days'] or 3}个交易日"},
+    ]
+
+    freshness_status = "fresh"
+    freshness_message = "推荐归档可用"
+    if not latest_tracking:
+        freshness_status = "needs_tracking"
+        freshness_message = "暂无跟踪记录，建议管理员执行跟踪更新。"
+    elif latest_tracking.get("track_date"):
+        freshness_message = f"最近跟踪日期 {latest_tracking['track_date']}"
+
+    return {
+        "ts_code": r["ts_code"],
+        "name": r["name"],
+        "has_recommendation": True,
+        "recommendation": {
+            "id": r["id"],
+            "ts_code": r["ts_code"],
+            "name": r["name"],
+            "sector": r["sector"] or "",
+            "score": r["score"] or 0,
+            "market_temp_score": r["market_temp_score"] or 0,
+            "sector_score": r["sector_score"] or 0,
+            "capital_score": r["capital_score"] or 0,
+            "technical_score": r["technical_score"] or 0,
+            "supply_demand_score": r["supply_demand_score"] or 0,
+            "price_action_score": r["price_action_score"] or 0,
+            "position_score": r["position_score"] or 50,
+            "valuation_score": r["valuation_score"] or 50,
+            "entry_price": r["entry_price"],
+            "target_price": r["target_price"],
+            "stop_loss": r["stop_loss"],
+            "reasons": _safe_json_list(r["reasons"]),
+            "risk_note": r["risk_note"] or "",
+            "action_plan": r["action_plan"] or "观察",
+            "trigger_condition": r["trigger_condition"] or "",
+            "invalidation_condition": r["invalidation_condition"] or "",
+            "suggested_position_pct": r["suggested_position_pct"] or 0,
+            "review_after_days": r["review_after_days"] or 3,
+            "lifecycle_status": r["lifecycle_status"] or "candidate",
+            "data_freshness": r["data_freshness"] or "",
+            "llm_analysis": r["llm_analysis"] or "",
+            "llm_score": r["llm_score"],
+            "strategy": r["strategy"] or "trend_breakout",
+            "entry_signal_type": r["entry_signal_type"] or "none",
+            "entry_timing": r["entry_timing"] or "",
+            "scan_session": r["scan_session"] or "",
+            "created_at": str(r["created_at"] or ""),
+        },
+        "latest_tracking": latest_tracking,
+        "tracking_history": tracking_history,
+        "diagnoses": [
+            {
+                "id": row._mapping["id"],
+                "diagnosis": row._mapping["diagnosis"] or "",
+                "created_at": str(row._mapping["created_at"] or ""),
+            }
+            for row in diagnosis_rows
+        ],
+        "decision_points": decision_points,
+        "data_freshness": {
+            "recommendation_created_at": str(r["created_at"] or ""),
+            "tracking_date": latest_tracking["track_date"] if latest_tracking else "",
+            "status": freshness_status,
+            "message": freshness_message,
+        },
+    }
+
+
 @router.get("/{ts_code}/quote")
 async def get_quote(ts_code: str):
     """获取个股实时行情"""
@@ -86,20 +268,6 @@ async def get_capital_flow(ts_code: str, days: int = 10):
     return records
 
 
-@router.get("/search")
-async def search_stock(keyword: str):
-    """搜索股票"""
-    basic = tushare_client.get_stock_basic()
-    if basic.empty:
-        return []
-    matches = basic[
-        basic["name"].str.contains(keyword, na=False) |
-        basic["ts_code"].str.contains(keyword, na=False) |
-        basic["symbol"].str.contains(keyword, na=False)
-    ].head(20)
-    return matches[["ts_code", "name", "industry"]].to_dict(orient="records")
-
-
 @router.get("/{ts_code}/diagnose/history")
 async def get_diagnose_history(ts_code: str):
     """获取个股最近5次诊断历史"""
@@ -123,6 +291,7 @@ async def get_diagnose_history(ts_code: str):
                     "id": r["id"],
                     "ts_code": r["ts_code"],
                     "name": r["name"],
+                    "diagnosis_mode": r.get("diagnosis_mode", "entry"),
                     "diagnosis": r["diagnosis"],
                     "created_at": str(r["created_at"]),
                 })
@@ -133,7 +302,7 @@ async def get_diagnose_history(ts_code: str):
 
 
 @router.post("/{ts_code}/diagnose")
-async def diagnose_stock(ts_code: str):
+async def diagnose_stock(ts_code: str, mode: str = Query("entry")):
     """AI 诊断个股（SSE 流式返回）"""
     from app.config import settings
     if not settings.deepseek_api_key:
@@ -150,10 +319,11 @@ async def diagnose_stock(ts_code: str):
                     "SELECT id, ts_code, name, diagnosis, created_at "
                     "FROM stock_diagnoses "
                     "WHERE ts_code = :code "
+                    "AND diagnosis_mode = :mode "
                     "AND created_at >= datetime('now', '-30 minutes', 'localtime') "
                     "ORDER BY created_at DESC LIMIT 1"
                 ),
-                {"code": ts_code},
+                {"code": ts_code, "mode": mode},
             )
             recent_row = result.fetchone()
             if recent_row:
@@ -342,7 +512,25 @@ async def diagnose_stock(ts_code: str):
         except Exception:
             pass
 
-    user_msg = f"""请对以下A股进行全面诊断分析：
+    mode_instruction_map = {
+        "entry": "这是建仓前诊断。重点判断是否值得纳入操作或重点关注，强调触发条件和失效条件。",
+        "holding": "这是持仓复核。重点判断原有逻辑是否仍成立，是否该继续持有、减仓或退出。",
+        "review": "这是回撤复盘。重点分析问题出在个股、板块还是市场环境，并给出修正建议。",
+        "tracking": "这是继续跟踪。重点判断是否保留在观察池、何时升级为可操作或何时移除。",
+    }
+    mode_label_map = {
+        "entry": "建仓前诊断",
+        "holding": "持仓复核",
+        "review": "回撤复盘",
+        "tracking": "继续跟踪",
+    }
+    mode_instruction = mode_instruction_map.get(mode, mode_instruction_map["entry"])
+    mode_label = mode_label_map.get(mode, mode_label_map["entry"])
+
+    user_msg = f"""请基于当前 AI 推荐体系，对以下A股进行结构化个股会诊：
+
+诊断模式: {mode_label}
+模式要求: {mode_instruction}
 
 股票: {ts_code} ({basic_info})
 {quote_str}
@@ -358,23 +546,44 @@ async def diagnose_stock(ts_code: str):
 {sector_str}
 
 重要提示：
-1. 趋势评分是推荐体系的技术面核心分数（均线排列40+高低点结构35+MA20方向25=满分100），辅助信号计数仅供参考不参与主评分。
-2. 位置安全评分高(>80)表示股价处于相对低位，低(<40)表示可能追高。
-3. 如果有推荐体系评分，请作为主要分析依据；趋势评分和信号计数从不同维度描述技术面状态。
+1. 你不是在写传统研报，而是在给交易作战台输出结构化会诊意见。
+2. 如果有推荐体系评分、操作计划、跟踪信息，请优先沿用当前推荐体系，而不是另起一套标准。
+3. 趋势评分是推荐体系的技术面核心分数（均线排列40+高低点结构35+MA20方向25=满分100），辅助信号计数仅供参考不参与主评分。
+4. 位置安全评分高(>80)表示股价处于相对低位，低(<40)表示可能追高。
+5. 板块信息和推荐体系信息优先级高于单一技术指标。
 {freshness_note}
 
-请从以下维度分析（Markdown格式，简洁专业）：
-## 综合评级
-（给出1-5星评级和一句话总结，综合趋势评分、位置安全和供需形态）
+请严格按以下 Markdown 结构输出，不要写成泛泛长文：
 
-## 技术面分析
-（趋势方向、均线关系、支撑压力、量价配合，优先参考趋势评分而非信号计数）
+## 当前结论
+- 结论: 只能从「可操作 / 重点关注 / 观察 / 回避」中选一个
+- 一句话判断: 用一句话解释为什么
+- 适配模式: 说明更适合启动试错、分歧回流、趋势跟随还是只观察
 
-## 资金面分析
-（主力资金态度、板块联动效应）
+## 核心逻辑
+- 市场环境: 当前大盘和风格是否支持这只票
+- 板块位置: 所属板块是主线、次主线还是观察线
+- 个股角色: 龙头 / 跟风 / 独立逻辑 / 非核心
 
-## 操作建议
-（适合什么类型的投资者、入场时机、风险提示）"""
+## 执行动作
+- 触发条件: 什么情况下才可以行动
+- 失效条件: 什么情况下放弃
+- 仓位建议: 用低 / 中 / 高 或百分比表达
+- 适合谁: 适合激进试错、低吸等待、还是不适合参与
+
+## 风险清单
+- 风险1:
+- 风险2:
+- 风险3:
+
+## 复盘问题
+- 如果后续走势不符合预期，优先检查哪两个问题
+
+要求：
+- 结论必须明确，不能模糊两可
+- 少写形容词，多写交易判断
+- 不要重复原始数据
+- 文字保持简洁，避免旧式研报语气"""
 
     # ── SSE 流式返回 ──
     async def _stream_diagnosis():
@@ -384,7 +593,7 @@ async def diagnose_stock(ts_code: str):
             stream = await client.chat.completions.create(
                 model=settings.deepseek_model,
                 messages=[
-                    {"role": "system", "content": "你是一位专业的A股分析师，擅长技术面和资金面分析。回复使用Markdown格式，简洁专业，客观理性。"},
+                    {"role": "system", "content": "你是A股AI投研作战台中的个股会诊模块。你的职责不是写传统长文研报，而是基于市场环境、板块地位、推荐体系评分和跟踪结果，输出可执行、结构化的交易会诊意见。回复必须使用Markdown，结论明确，强调触发条件、失效条件、仓位和风险。"},
                     {"role": "user", "content": user_msg},
                 ],
                 max_tokens=1500,
@@ -407,6 +616,7 @@ async def diagnose_stock(ts_code: str):
                             tables.stock_diagnoses_table.insert().values(
                                 ts_code=ts_code,
                                 name=stock_name or ts_code,
+                                diagnosis_mode=mode,
                                 diagnosis=full_content,
                             )
                         )
@@ -425,4 +635,4 @@ async def diagnose_stock(ts_code: str):
             yield f"data: {json.dumps({'error': error_msg}, ensure_ascii=False)}\n\n"
             yield f"data: {json.dumps({'done': True, 'ts_code': ts_code}, ensure_ascii=False)}\n\n"
 
-    return StreamingResponse(_stream_diagnosis(), media_type="text/event-stream")
+    return StreamingResponse(_stream_diagnosis(), media_type="text/event-stream")

backend/app/api/watchlists.py

@@ -0,0 +1,250 @@
+"""用户自选股 API"""
+
+from fastapi import APIRouter, Depends, HTTPException
+from pydantic import BaseModel
+from sqlalchemy import text
+
+from app.core.deps import get_current_user
+from app.db.database import get_db
+from app.engine.watchlist import analyze_watchlist_for_all_users, analyze_watchlist_item
+
+router = APIRouter(prefix="/api/watchlists", tags=["watchlists"])
+
+
+class WatchlistCreateRequest(BaseModel):
+    ts_code: str
+    name: str
+    note: str = ""
+    watch_group: str = "observe"
+    cost_price: float | None = None
+
+
+class WatchlistUpdateRequest(BaseModel):
+    note: str | None = None
+    watch_group: str | None = None
+    cost_price: float | None = None
+
+
+WATCH_GROUPS = {"observe", "focus", "candidate", "holding"}
+
+
+@router.get("")
+async def list_watchlists(current_user: dict = Depends(get_current_user)):
+    async with get_db() as db:
+        rows = (await db.execute(
+            text(
+                "SELECT w.id, w.ts_code, w.name, w.note, w.watch_group, w.cost_price, w.created_at, "
+                "a.conclusion, a.advice, a.trigger_condition, a.risk_note, a.summary, a.created_at AS analysis_created_at "
+                "FROM user_watchlists w "
+                "LEFT JOIN watchlist_analyses a ON a.id = ("
+                "  SELECT id FROM watchlist_analyses "
+                "  WHERE watchlist_id = w.id ORDER BY created_at DESC, id DESC LIMIT 1"
+                ") "
+                "WHERE w.user_id = :uid AND COALESCE(w.is_active, 1) = 1 "
+                "ORDER BY w.created_at DESC"
+            ),
+            {"uid": current_user["id"]},
+        )).fetchall()
+
+    return [dict(row._mapping) for row in rows]
+
+
+@router.post("")
+async def create_watchlist(req: WatchlistCreateRequest, current_user: dict = Depends(get_current_user)):
+    normalized_code = req.ts_code.strip().upper()
+    normalized_name = req.name.strip()
+    normalized_note = req.note.strip()
+    normalized_group = (req.watch_group or "observe").strip().lower()
+    normalized_cost = req.cost_price if req.cost_price and req.cost_price > 0 else None
+
+    if not normalized_code or not normalized_name:
+        raise HTTPException(status_code=400, detail="股票代码和名称不能为空")
+    if normalized_group not in WATCH_GROUPS:
+        raise HTTPException(status_code=400, detail="无效的自选分组")
+
+    async with get_db() as db:
+        exists = (await db.execute(
+            text(
+                "SELECT id FROM user_watchlists "
+                "WHERE user_id = :uid AND ts_code = :code AND COALESCE(is_active, 1) = 1"
+            ),
+            {"uid": current_user["id"], "code": normalized_code},
+        )).fetchone()
+        if exists:
+            raise HTTPException(status_code=400, detail="该股票已在自选列表中")
+
+        result = await db.execute(
+            text(
+                "INSERT INTO user_watchlists (user_id, ts_code, name, note, watch_group, cost_price, is_active) "
+                "VALUES (:uid, :code, :name, :note, :watch_group, :cost_price, 1)"
+            ),
+            {
+                "uid": current_user["id"],
+                "code": normalized_code,
+                "name": normalized_name,
+                "note": normalized_note,
+                "watch_group": normalized_group,
+                "cost_price": normalized_cost,
+            },
+        )
+        await db.commit()
+        watchlist_id = getattr(result, "lastrowid", None)
+
+        if not watchlist_id:
+            inserted = (await db.execute(
+                text(
+                    "SELECT id FROM user_watchlists "
+                    "WHERE user_id = :uid AND ts_code = :code "
+                    "ORDER BY id DESC LIMIT 1"
+                ),
+                {"uid": current_user["id"], "code": normalized_code},
+            )).fetchone()
+            if not inserted:
+                raise HTTPException(status_code=500, detail="自选股创建失败")
+            watchlist_id = inserted._mapping["id"]
+
+    await analyze_watchlist_item(
+        watchlist_id=watchlist_id,
+        user_id=current_user["id"],
+        ts_code=normalized_code,
+        name=normalized_name,
+        note=normalized_note,
+        watch_group=normalized_group,
+        cost_price=normalized_cost,
+        mode="manual",
+    )
+
+    return {"status": "ok", "message": "已加入自选并完成首次分析", "watchlist_id": watchlist_id}
+
+
+@router.patch("/{watchlist_id}")
+async def update_watchlist(watchlist_id: int, req: WatchlistUpdateRequest, current_user: dict = Depends(get_current_user)):
+    updates: list[str] = []
+    params: dict = {"id": watchlist_id, "uid": current_user["id"]}
+
+    if req.note is not None:
+        updates.append("note = :note")
+        params["note"] = req.note.strip()
+    if req.watch_group is not None:
+        normalized_group = req.watch_group.strip().lower()
+        if normalized_group not in WATCH_GROUPS:
+            raise HTTPException(status_code=400, detail="无效的自选分组")
+        updates.append("watch_group = :watch_group")
+        params["watch_group"] = normalized_group
+    if req.cost_price is not None:
+        updates.append("cost_price = :cost_price")
+        params["cost_price"] = req.cost_price if req.cost_price > 0 else None
+
+    if not updates:
+        raise HTTPException(status_code=400, detail="没有可更新的字段")
+
+    updates.append("updated_at = CURRENT_TIMESTAMP")
+
+    async with get_db() as db:
+        result = await db.execute(
+            text(
+                f"UPDATE user_watchlists SET {', '.join(updates)} "
+                "WHERE id = :id AND user_id = :uid AND COALESCE(is_active, 1) = 1"
+            ),
+            params,
+        )
+        await db.commit()
+
+        if result.rowcount == 0:
+            raise HTTPException(status_code=404, detail="自选股不存在")
+
+        row = (await db.execute(
+            text(
+                "SELECT id, user_id, ts_code, name, note, watch_group, cost_price "
+                "FROM user_watchlists "
+                "WHERE id = :id AND user_id = :uid"
+            ),
+            {"id": watchlist_id, "uid": current_user["id"]},
+        )).fetchone()
+
+    item = row._mapping
+    return {"status": "ok", "item": dict(item)}
+
+
+@router.delete("/{watchlist_id}")
+async def delete_watchlist(watchlist_id: int, current_user: dict = Depends(get_current_user)):
+    async with get_db() as db:
+        await db.execute(
+            text(
+                "UPDATE user_watchlists SET is_active = 0 "
+                "WHERE id = :id AND user_id = :uid"
+            ),
+            {"id": watchlist_id, "uid": current_user["id"]},
+        )
+        await db.commit()
+    return {"status": "ok"}
+
+
+@router.post("/{watchlist_id}/analyze")
+async def analyze_single_watchlist(watchlist_id: int, current_user: dict = Depends(get_current_user)):
+    async with get_db() as db:
+        row = (await db.execute(
+            text(
+                "SELECT id, user_id, ts_code, name, note, watch_group, cost_price FROM user_watchlists "
+                "WHERE id = :id AND user_id = :uid AND COALESCE(is_active, 1) = 1"
+            ),
+            {"id": watchlist_id, "uid": current_user["id"]},
+        )).fetchone()
+    if not row:
+        raise HTTPException(status_code=404, detail="自选股不存在")
+
+    item = row._mapping
+    result = await analyze_watchlist_item(
+        watchlist_id=item["id"],
+        user_id=item["user_id"],
+        ts_code=item["ts_code"],
+        name=item["name"],
+        note=item["note"] or "",
+        watch_group=item["watch_group"] or "observe",
+        cost_price=item["cost_price"],
+        mode="manual",
+    )
+    return {"status": "ok", "result": result}
+
+
+@router.post("/analyze-all")
+async def analyze_all_watchlists(current_user: dict = Depends(get_current_user)):
+    async with get_db() as db:
+        rows = (await db.execute(
+            text(
+                "SELECT id, user_id, ts_code, name, note, watch_group, cost_price FROM user_watchlists "
+                "WHERE user_id = :uid AND COALESCE(is_active, 1) = 1"
+            ),
+            {"uid": current_user["id"]},
+        )).fetchall()
+
+    count = 0
+    for row in rows:
+        item = row._mapping
+        await analyze_watchlist_item(
+            watchlist_id=item["id"],
+            user_id=item["user_id"],
+            ts_code=item["ts_code"],
+            name=item["name"],
+            note=item["note"] or "",
+            watch_group=item["watch_group"] or "observe",
+            cost_price=item["cost_price"],
+            mode="manual",
+        )
+        count += 1
+    return {"status": "ok", "count": count, "message": f"已完成 {count} 条自选股分析"}
+
+
+@router.get("/{watchlist_id}/history")
+async def watchlist_history(watchlist_id: int, current_user: dict = Depends(get_current_user)):
+    async with get_db() as db:
+        rows = (await db.execute(
+            text(
+                "SELECT a.* FROM watchlist_analyses a "
+                "INNER JOIN user_watchlists w ON w.id = a.watchlist_id "
+                "WHERE a.watchlist_id = :wid AND w.user_id = :uid "
+                "ORDER BY a.created_at DESC LIMIT 20"
+            ),
+            {"wid": watchlist_id, "uid": current_user["id"]},
+        )).fetchall()
+    return [dict(row._mapping) for row in rows]

backend/app/data/models.py

@@ -133,7 +133,46 @@ class Recommendation(BaseModel):
     strategy: str = "trend_breakout"  # trend_breakout / momentum(旧) / potential(旧)
     entry_signal_type: str = "none"   # breakout / pullback / launch / none
     entry_timing: str = ""            # 进场时机建议（盘中适用）
+    action_plan: str = "观察"          # 可操作 / 重点关注 / 观察
+    trigger_condition: str = ""       # 触发条件
+    invalidation_condition: str = ""  # 失效条件
+    suggested_position_pct: float = 0 # 建议仓位 %
+    review_after_days: int = 3        # 建议复盘天数
+    lifecycle_status: str = "candidate"  # candidate / actionable / tracking / closed
+    data_freshness: str = ""          # 数据新鲜度说明
     llm_analysis: str = ""          # LLM 深度分析
     llm_score: float | None = None  # AI 评分 1-10
     scan_session: str = ""
     created_at: datetime | None = None
+
+
+class StrategyFocus(BaseModel):
+    label: str
+    description: str
+
+
+class StrategySectorFocus(BaseModel):
+    sector_name: str
+    stage: str = "mid"
+    heat_score: float = 0
+    pct_change: float = 0
+    limit_up_count: int = 0
+    view: str = ""
+
+
+class StrategyBoard(BaseModel):
+    trade_date: str
+    market_regime: str
+    risk_level: str
+    action_bias: str
+    position_suggestion: str
+    summary: str
+    recommended_mode: str
+    strategy_focus: list[StrategyFocus] = []
+    watch_sectors: list[StrategySectorFocus] = []
+    avoid_rules: list[str] = []
+    iteration_notes: list[str] = []
+    iteration_report: dict = {}
+    metrics: dict = {}
+    ai_review: str = ""
+    generated_by: str = "rules"

backend/app/db/database.py

@@ -40,12 +40,21 @@ async def init_db():
             "ALTER TABLE recommendations ADD COLUMN price_action_score REAL DEFAULT 0",
             "ALTER TABLE recommendations ADD COLUMN position_score REAL",
             "ALTER TABLE recommendations ADD COLUMN valuation_score REAL",
+            "ALTER TABLE recommendations ADD COLUMN risk_note TEXT DEFAULT ''",
+            "ALTER TABLE recommendations ADD COLUMN action_plan TEXT DEFAULT '观察'",
+            "ALTER TABLE recommendations ADD COLUMN trigger_condition TEXT DEFAULT ''",
+            "ALTER TABLE recommendations ADD COLUMN invalidation_condition TEXT DEFAULT ''",
+            "ALTER TABLE recommendations ADD COLUMN suggested_position_pct REAL DEFAULT 0",
+            "ALTER TABLE recommendations ADD COLUMN review_after_days INTEGER DEFAULT 3",
+            "ALTER TABLE recommendations ADD COLUMN lifecycle_status TEXT DEFAULT 'candidate'",
+            "ALTER TABLE recommendations ADD COLUMN data_freshness TEXT DEFAULT ''",
             "ALTER TABLE recommendations ADD COLUMN llm_analysis TEXT DEFAULT ''",
             "ALTER TABLE recommendations ADD COLUMN strategy TEXT DEFAULT 'momentum'",
             "ALTER TABLE recommendations ADD COLUMN llm_score REAL",
             "ALTER TABLE market_temperature ADD COLUMN max_streak INTEGER",
             "ALTER TABLE market_temperature ADD COLUMN broken_rate REAL",
             "ALTER TABLE recommendations ADD COLUMN entry_signal_type TEXT DEFAULT 'none'",
+            "ALTER TABLE recommendations ADD COLUMN entry_timing TEXT DEFAULT ''",
             "ALTER TABLE sector_heat ADD COLUMN stage TEXT",
             "ALTER TABLE sector_heat ADD COLUMN days_continuous INTEGER",
             "ALTER TABLE sector_heat ADD COLUMN member_count INTEGER",
@@ -53,6 +62,27 @@ async def init_db():
             "ALTER TABLE sector_heat ADD COLUMN pct_trend TEXT",
             "ALTER TABLE sector_heat ADD COLUMN turnover_avg REAL",
             "ALTER TABLE sector_heat ADD COLUMN main_force_ratio REAL",
+            "ALTER TABLE recommendation_tracking ADD COLUMN max_price REAL",
+            "ALTER TABLE recommendation_tracking ADD COLUMN min_price REAL",
+            "ALTER TABLE recommendation_tracking ADD COLUMN max_return_pct REAL",
+            "ALTER TABLE recommendation_tracking ADD COLUMN max_drawdown_pct REAL",
+            "ALTER TABLE recommendation_tracking ADD COLUMN days_since_recommendation INTEGER DEFAULT 0",
+            "ALTER TABLE recommendation_tracking ADD COLUMN close_reason TEXT DEFAULT ''",
+            "ALTER TABLE recommendation_tracking ADD COLUMN review_note TEXT DEFAULT ''",
+            "ALTER TABLE stock_diagnoses ADD COLUMN diagnosis_mode TEXT DEFAULT 'entry'",
+            "ALTER TABLE user_watchlists ADD COLUMN note TEXT DEFAULT ''",
+            "ALTER TABLE user_watchlists ADD COLUMN watch_group TEXT DEFAULT 'observe'",
+            "ALTER TABLE user_watchlists ADD COLUMN cost_price REAL",
+            "ALTER TABLE user_watchlists ADD COLUMN is_active BOOLEAN DEFAULT 1",
+            "ALTER TABLE user_watchlists ADD COLUMN updated_at DATETIME DEFAULT CURRENT_TIMESTAMP",
+            "ALTER TABLE watchlist_analyses ADD COLUMN conclusion TEXT DEFAULT '观察'",
+            "ALTER TABLE watchlist_analyses ADD COLUMN advice TEXT DEFAULT ''",
+            "ALTER TABLE watchlist_analyses ADD COLUMN trigger_condition TEXT DEFAULT ''",
+            "ALTER TABLE watchlist_analyses ADD COLUMN risk_note TEXT DEFAULT ''",
+            "ALTER TABLE watchlist_analyses ADD COLUMN summary TEXT DEFAULT ''",
+            "ALTER TABLE watchlist_analyses ADD COLUMN full_analysis TEXT DEFAULT ''",
+            "ALTER TABLE watchlist_analyses ADD COLUMN score_reference REAL DEFAULT 0",
+            "ALTER TABLE watchlist_analyses ADD COLUMN analysis_mode TEXT DEFAULT 'scheduled'",
         ]:
             try:
                 await conn.execute(

backend/app/db/tables.py

@@ -27,9 +27,18 @@ recommendations_table = Table(
     Column("target_price", Float),
     Column("stop_loss", Float),
     Column("reasons", Text),
+    Column("risk_note", Text, default=""),
+    Column("action_plan", Text, default="观察"),
+    Column("trigger_condition", Text, default=""),
+    Column("invalidation_condition", Text, default=""),
+    Column("suggested_position_pct", Float, default=0),
+    Column("review_after_days", Integer, default=3),
+    Column("lifecycle_status", Text, default="candidate"),
+    Column("data_freshness", Text, default=""),
     Column("llm_analysis", Text, default=""),
     Column("strategy", Text, default="trend_breakout"),
     Column("entry_signal_type", Text, default="none"),
+    Column("entry_timing", Text, default=""),
     Column("llm_score", Float, default=None),
     Column("scan_session", Text),
     Column("created_at", DateTime, server_default=func.now()),
@@ -76,8 +85,15 @@ recommendation_tracking_table = Table(
     Column("track_date", Text, nullable=False),
     Column("current_price", Float),
     Column("pct_from_entry", Float),
+    Column("max_price", Float),
+    Column("min_price", Float),
+    Column("max_return_pct", Float),
+    Column("max_drawdown_pct", Float),
+    Column("days_since_recommendation", Integer, default=0),
     Column("hit_target", Boolean, default=False),
     Column("hit_stop_loss", Boolean, default=False),
+    Column("close_reason", Text, default=""),
+    Column("review_note", Text, default=""),
     Column("status", Text, default="active"),
     Column("created_at", DateTime, server_default=func.now()),
 )
@@ -106,10 +122,43 @@ stock_diagnoses_table = Table(
     Column("id", Integer, primary_key=True, autoincrement=True),
     Column("ts_code", Text, nullable=False),
     Column("name", Text, nullable=False),
+    Column("diagnosis_mode", Text, default="entry"),
     Column("diagnosis", Text, nullable=False),
     Column("created_at", DateTime, server_default=func.now()),
 )
 
+user_watchlists_table = Table(
+    "user_watchlists", metadata,
+    Column("id", Integer, primary_key=True, autoincrement=True),
+    Column("user_id", Integer, nullable=False),
+    Column("ts_code", Text, nullable=False),
+    Column("name", Text, nullable=False),
+    Column("note", Text, default=""),
+    Column("watch_group", Text, default="observe"),
+    Column("cost_price", Float, default=None),
+    Column("is_active", Boolean, default=True),
+    Column("created_at", DateTime, server_default=func.now()),
+    Column("updated_at", DateTime, server_default=func.now()),
+)
+
+watchlist_analyses_table = Table(
+    "watchlist_analyses", metadata,
+    Column("id", Integer, primary_key=True, autoincrement=True),
+    Column("user_id", Integer, nullable=False),
+    Column("watchlist_id", Integer, nullable=False),
+    Column("ts_code", Text, nullable=False),
+    Column("name", Text, nullable=False),
+    Column("conclusion", Text, default="观察"),
+    Column("advice", Text, default=""),
+    Column("trigger_condition", Text, default=""),
+    Column("risk_note", Text, default=""),
+    Column("summary", Text, default=""),
+    Column("full_analysis", Text, default=""),
+    Column("score_reference", Float, default=0),
+    Column("analysis_mode", Text, default="scheduled"),
+    Column("created_at", DateTime, server_default=func.now()),
+)
+
 error_logs_table = Table(
     "error_logs", metadata,
     Column("id", Integer, primary_key=True, autoincrement=True),

backend/app/engine/recommender.py

@@ -62,11 +62,12 @@ async def _update_tracking():
             # 查找所有活跃的推荐（有 entry_price 且未被标记为 closed）
             result = await db.execute(
                 text(
-                    "SELECT id, ts_code, entry_price, target_price, stop_loss "
+                    "SELECT id, ts_code, entry_price, target_price, stop_loss, "
+                    "review_after_days, lifecycle_status, created_at "
                     "FROM recommendations "
                     "WHERE entry_price IS NOT NULL "
                     "AND entry_price > 0 "
-                    "AND id NOT IN (SELECT DISTINCT recommendation_id FROM recommendation_tracking WHERE status = 'closed') "
+                    "AND COALESCE(lifecycle_status, 'candidate') NOT IN ('closed_win', 'closed_loss', 'invalidated', 'expired') "
                     "AND date(created_at) <= date(:today) "
                     "ORDER BY created_at DESC LIMIT 50"
                 ),
@@ -88,15 +89,44 @@ async def _update_tracking():
 
             tracked = 0
             for r in rows:
-                rec_id, ts_code, entry_price, target_price, stop_loss = r
+                rec_id, ts_code, entry_price, target_price, stop_loss, review_after_days, lifecycle_status, created_at = r
                 current_price = price_map.get(ts_code)
                 if current_price is None or entry_price is None or entry_price <= 0:
                     continue
 
-                pct = round((current_price - entry_price) / entry_price * 100, 2)
-                hit_target = target_price and current_price >= target_price
-                hit_stop = stop_loss and current_price <= stop_loss
-                status = "closed" if (hit_target or hit_stop) else "active"
+                track_metrics = _calculate_tracking_metrics(
+                    ts_code=ts_code,
+                    entry_price=float(entry_price),
+                    current_price=float(current_price),
+                    created_at=created_at,
+                    latest_trade_date=trade_date,
+                )
+                pct = track_metrics["pct_from_entry"]
+                max_price = track_metrics["max_price"]
+                min_price = track_metrics["min_price"]
+                max_return_pct = track_metrics["max_return_pct"]
+                max_drawdown_pct = track_metrics["max_drawdown_pct"]
+                days_since = track_metrics["days_since_recommendation"]
+
+                hit_target = bool(target_price and max_price >= target_price)
+                hit_stop = bool(stop_loss and min_price <= stop_loss)
+                review_days = int(review_after_days or 3)
+                expired = days_since >= review_days and not hit_target and not hit_stop
+
+                status, new_lifecycle, close_reason = _derive_lifecycle_status(
+                    hit_target=hit_target,
+                    hit_stop=hit_stop,
+                    expired=expired,
+                    pct=pct,
+                    previous_status=lifecycle_status or "candidate",
+                )
+                review_note = _build_review_note(
+                    pct=pct,
+                    max_return_pct=max_return_pct,
+                    max_drawdown_pct=max_drawdown_pct,
+                    days_since=days_since,
+                    close_reason=close_reason,
+                )
 
                 # 检查今天是否已经跟踪过
                 exists = await db.execute(
@@ -115,11 +145,25 @@ async def _update_tracking():
                         track_date=trade_date,
                         current_price=current_price,
                         pct_from_entry=pct,
+                        max_price=max_price,
+                        min_price=min_price,
+                        max_return_pct=max_return_pct,
+                        max_drawdown_pct=max_drawdown_pct,
+                        days_since_recommendation=days_since,
                         hit_target=hit_target,
                         hit_stop_loss=hit_stop,
+                        close_reason=close_reason,
+                        review_note=review_note,
                         status=status,
                     )
                 )
+                await db.execute(
+                    text(
+                        "UPDATE recommendations SET lifecycle_status = :status "
+                        "WHERE id = :rid"
+                    ),
+                    {"status": new_lifecycle, "rid": rec_id},
+                )
                 tracked += 1
 
             await db.commit()
@@ -131,6 +175,93 @@ async def _update_tracking():
         await log_error("recommender", f"更新推荐跟踪失败: {e}", detail=traceback.format_exc())
 
 
+def _calculate_tracking_metrics(
+    ts_code: str,
+    entry_price: float,
+    current_price: float,
+    created_at,
+    latest_trade_date: str,
+) -> dict:
+    """计算推荐后的收益、最大收益和最大回撤。
+
+    使用 Tushare 日线高低价回放推荐后的表现；失败时退化为当前价。
+    """
+    from app.data.tushare_client import tushare_client
+
+    created_date = str(created_at)[:10] if created_at else ""
+    created_yyyymmdd = created_date.replace("-", "") if created_date else latest_trade_date
+
+    max_price = current_price
+    min_price = current_price
+    days_since = 0
+
+    try:
+        df = tushare_client.get_stock_daily(ts_code, days=60)
+        if not df.empty:
+            df = df[df["trade_date"] >= created_yyyymmdd].sort_values("trade_date")
+            if not df.empty:
+                max_price = float(df["high"].max())
+                min_price = float(df["low"].min())
+                days_since = len(df["trade_date"].unique()) - 1
+    except Exception as e:
+        logger.debug(f"计算跟踪指标失败 {ts_code}: {e}")
+
+    pct = round((current_price - entry_price) / entry_price * 100, 2)
+    max_return_pct = round((max_price - entry_price) / entry_price * 100, 2)
+    max_drawdown_pct = round((min_price - entry_price) / entry_price * 100, 2)
+
+    return {
+        "pct_from_entry": pct,
+        "max_price": round(max_price, 2),
+        "min_price": round(min_price, 2),
+        "max_return_pct": max_return_pct,
+        "max_drawdown_pct": max_drawdown_pct,
+        "days_since_recommendation": max(days_since, 0),
+    }
+
+
+def _derive_lifecycle_status(
+    hit_target: bool,
+    hit_stop: bool,
+    expired: bool,
+    pct: float,
+    previous_status: str,
+) -> tuple[str, str, str]:
+    if hit_target:
+        return "closed", "closed_win", "hit_target"
+    if hit_stop:
+        return "closed", "closed_loss", "hit_stop_loss"
+    if expired:
+        if pct > 0:
+            return "closed", "closed_win", "review_expired_profit"
+        if pct < -2:
+            return "closed", "closed_loss", "review_expired_loss"
+        return "closed", "expired", "review_expired_flat"
+    if previous_status == "actionable":
+        return "active", "tracking", ""
+    return "active", "tracking", ""
+
+
+def _build_review_note(
+    pct: float,
+    max_return_pct: float,
+    max_drawdown_pct: float,
+    days_since: int,
+    close_reason: str,
+) -> str:
+    if close_reason == "hit_target":
+        return f"{days_since}个交易日内命中目标，最大浮盈{max_return_pct}%"
+    if close_reason == "hit_stop_loss":
+        return f"{days_since}个交易日内触发止损，最大回撤{max_drawdown_pct}%"
+    if close_reason == "review_expired_profit":
+        return f"复盘窗口到期，当前收益{pct}%，最大浮盈{max_return_pct}%"
+    if close_reason == "review_expired_loss":
+        return f"复盘窗口到期，当前亏损{pct}%，最大回撤{max_drawdown_pct}%"
+    if close_reason == "review_expired_flat":
+        return f"复盘窗口到期，收益{pct}%，未形成有效进攻"
+    return f"跟踪中，当前收益{pct}%，最大浮盈{max_return_pct}%，最大回撤{max_drawdown_pct}%"
+
+
 async def get_performance_stats() -> dict:
     """获取推荐胜率统计"""
     try:
@@ -200,13 +331,44 @@ async def get_performance_stats() -> dict:
             )
             hit_stop_count = result.scalar() or 0
 
+            # 生命周期分布
+            result = await db.execute(
+                text(
+                    "SELECT COALESCE(lifecycle_status, 'candidate') AS status, COUNT(*) AS cnt "
+                    "FROM recommendations GROUP BY COALESCE(lifecycle_status, 'candidate')"
+                )
+            )
+            lifecycle_counts = {
+                row._mapping["status"]: row._mapping["cnt"]
+                for row in result.fetchall()
+            }
+
+            # 最大浮盈/最大回撤统计
+            result = await db.execute(
+                text(
+                    "SELECT AVG(max_return_pct), AVG(max_drawdown_pct) FROM ("
+                    "  SELECT t.recommendation_id, t.max_return_pct, t.max_drawdown_pct "
+                    "  FROM recommendation_tracking t "
+                    "  INNER JOIN ("
+                    "    SELECT recommendation_id, MAX(id) as max_id "
+                    "    FROM recommendation_tracking GROUP BY recommendation_id"
+                    "  ) latest ON t.id = latest.max_id"
+                    ")"
+                )
+            )
+            avg_extremes = result.fetchone()
+            avg_max_return = round(float(avg_extremes[0]), 2) if avg_extremes and avg_extremes[0] is not None else 0
+            avg_max_drawdown = round(float(avg_extremes[1]), 2) if avg_extremes and avg_extremes[1] is not None else 0
+
             # 最近跟踪的推荐详情
             result = await db.execute(
                 text(
                     "SELECT r.ts_code, r.name, r.signal, r.entry_price, "
                     "  r.target_price, r.stop_loss, r.entry_signal_type, r.score, "
+                    "  r.action_plan, r.lifecycle_status, "
                     "  t.pct_from_entry, t.current_price, t.track_date, t.hit_target, t.hit_stop_loss, "
-                    "  r.created_at "
+                    "  t.max_return_pct, t.max_drawdown_pct, t.days_since_recommendation, "
+                    "  t.close_reason, t.review_note, r.created_at "
                     "FROM recommendations r "
                     "INNER JOIN recommendation_tracking t ON t.recommendation_id = r.id "
                     "INNER JOIN ("
@@ -224,12 +386,19 @@ async def get_performance_stats() -> dict:
                     "name": r["name"],
                     "signal": r["signal"],
                     "entry_signal_type": r["entry_signal_type"],
+                    "action_plan": r["action_plan"],
+                    "lifecycle_status": r["lifecycle_status"],
                     "score": r["score"],
                     "entry_price": r["entry_price"],
                     "target_price": r["target_price"],
                     "stop_loss": r["stop_loss"],
                     "current_price": r["current_price"],
                     "pct_from_entry": r["pct_from_entry"],
+                    "max_return_pct": r["max_return_pct"],
+                    "max_drawdown_pct": r["max_drawdown_pct"],
+                    "days_since_recommendation": r["days_since_recommendation"],
+                    "close_reason": r["close_reason"],
+                    "review_note": r["review_note"],
                     "track_date": r["track_date"],
                     "hit_target": bool(r["hit_target"]),
                     "hit_stop_loss": bool(r["hit_stop_loss"]),
@@ -244,8 +413,11 @@ async def get_performance_stats() -> dict:
                 "winning": winning,
                 "win_rate": win_rate,
                 "avg_return": avg_return,
+                "avg_max_return": avg_max_return,
+                "avg_max_drawdown": avg_max_drawdown,
                 "hit_target_count": hit_target_count,
                 "hit_stop_count": hit_stop_count,
+                "lifecycle_counts": lifecycle_counts,
                 "details": details,
             }
     except Exception as e:
@@ -254,8 +426,9 @@ async def get_performance_stats() -> dict:
         await log_error("recommender", f"获取胜率统计失败: {e}", detail=traceback.format_exc())
         return {
             "total_recommendations": 0, "tracked": 0, "winning": 0,
-            "win_rate": 0, "avg_return": 0, "hit_target_count": 0,
-            "hit_stop_count": 0, "details": [],
+            "win_rate": 0, "avg_return": 0, "avg_max_return": 0,
+            "avg_max_drawdown": 0, "hit_target_count": 0,
+            "hit_stop_count": 0, "lifecycle_counts": {}, "details": [],
         }
 
 
@@ -279,15 +452,31 @@ async def get_recommendation_history(days: int = 7) -> list[dict]:
 
         # 查询所有历史推荐，按 ts_code 去重（每天取最新一条）
         stmt = text(
-            "SELECT * FROM recommendations "
-            "WHERE created_at >= :start "
-            "AND score >= 60 "
-            "AND id IN ("
+            "SELECT r.*, "
+            "latest_t.current_price AS latest_current_price, "
+            "latest_t.pct_from_entry AS latest_pct_from_entry, "
+            "latest_t.max_return_pct AS latest_max_return_pct, "
+            "latest_t.max_drawdown_pct AS latest_max_drawdown_pct, "
+            "latest_t.days_since_recommendation AS latest_days_since_recommendation, "
+            "latest_t.close_reason AS latest_close_reason, "
+            "latest_t.review_note AS latest_review_note, "
+            "latest_t.track_date AS latest_track_date "
+            "FROM recommendations r "
+            "LEFT JOIN ("
+            "  SELECT t.* FROM recommendation_tracking t "
+            "  INNER JOIN ("
+            "    SELECT recommendation_id, MAX(id) AS max_id "
+            "    FROM recommendation_tracking GROUP BY recommendation_id"
+            "  ) lt ON t.id = lt.max_id"
+            ") latest_t ON latest_t.recommendation_id = r.id "
+            "WHERE r.created_at >= :start "
+            "AND r.score >= 60 "
+            "AND r.id IN ("
             "  SELECT MAX(id) FROM recommendations "
             "  WHERE created_at >= :start "
             "  GROUP BY date(created_at), ts_code"
             ") "
-            "ORDER BY created_at DESC, score DESC"
+            "ORDER BY r.created_at DESC, r.score DESC"
         )
         result = await db.execute(stmt, {"start": start})
         rows = result.fetchall()
@@ -324,11 +513,29 @@ async def get_recommendation_history(days: int = 7) -> list[dict]:
                 "target_price": r["target_price"],
                 "stop_loss": r["stop_loss"],
                 "reasons": json.loads(r["reasons"]) if r["reasons"] else [],
-                "risk_note": "",
+                "risk_note": r.get("risk_note") or "",
+                "entry_timing": r.get("entry_timing") or "",
+                "action_plan": r.get("action_plan") or "观察",
+                "trigger_condition": r.get("trigger_condition") or "",
+                "invalidation_condition": r.get("invalidation_condition") or "",
+                "suggested_position_pct": r.get("suggested_position_pct") or 0,
+                "review_after_days": r.get("review_after_days") or 3,
+                "lifecycle_status": r.get("lifecycle_status") or "candidate",
+                "data_freshness": r.get("data_freshness") or "",
                 "strategy": r.get("strategy") or "trend_breakout",
                 "entry_signal_type": r.get("entry_signal_type") or "none",
                 "llm_analysis": r.get("llm_analysis") or "",
                 "llm_score": r.get("llm_score"),
+                "tracking": {
+                    "current_price": r.get("latest_current_price"),
+                    "pct_from_entry": r.get("latest_pct_from_entry"),
+                    "max_return_pct": r.get("latest_max_return_pct"),
+                    "max_drawdown_pct": r.get("latest_max_drawdown_pct"),
+                    "days_since_recommendation": r.get("latest_days_since_recommendation"),
+                    "close_reason": r.get("latest_close_reason") or "",
+                    "review_note": r.get("latest_review_note") or "",
+                    "track_date": r.get("latest_track_date") or "",
+                } if r.get("latest_track_date") else None,
                 "scan_session": r["scan_session"] or "",
                 "created_at": created_at_str,
             }
@@ -370,7 +577,7 @@ async def _save_to_db(result: dict):
     """将推荐结果保存到数据库"""
     try:
         async with get_db() as db:
-            from sqlalchemy import text
+            from sqlalchemy import bindparam, text
             # 保存市场温度
             mt = result.get("market_temp")
             if mt:
@@ -428,9 +635,13 @@ async def _save_to_db(result: dict):
             if qualified_recs:
                 # 批量删除当日同一 ts_code 的旧记录
                 codes = [rec.ts_code for rec in qualified_recs]
+                delete_stmt = text(
+                    "DELETE FROM recommendations "
+                    "WHERE date(created_at) = :today AND ts_code IN :codes"
+                ).bindparams(bindparam("codes", expanding=True))
                 await db.execute(
-                    text("DELETE FROM recommendations WHERE date(created_at) = :today AND ts_code IN :codes"),
-                    {"today": today_str, "codes": tuple(codes)},
+                    delete_stmt,
+                    {"today": today_str, "codes": codes},
                 )
                 # 批量插入新记录
                 rec_values = [
@@ -452,9 +663,18 @@ async def _save_to_db(result: dict):
                         "target_price": rec.target_price,
                         "stop_loss": rec.stop_loss,
                         "reasons": json.dumps(rec.reasons, ensure_ascii=False),
+                        "risk_note": rec.risk_note,
+                        "action_plan": rec.action_plan,
+                        "trigger_condition": rec.trigger_condition,
+                        "invalidation_condition": rec.invalidation_condition,
+                        "suggested_position_pct": rec.suggested_position_pct,
+                        "review_after_days": rec.review_after_days,
+                        "lifecycle_status": rec.lifecycle_status,
+                        "data_freshness": rec.data_freshness,
                         "llm_analysis": rec.llm_analysis,
                         "strategy": rec.strategy,
                         "entry_signal_type": rec.entry_signal_type,
+                        "entry_timing": rec.entry_timing,
                         "llm_score": rec.llm_score,
                         "scan_session": rec.scan_session,
                         "created_at": now_dt,
@@ -481,7 +701,10 @@ async def _load_today_from_db() -> dict:
 
             # 加载市场温度（按 trade_date 取最新交易日）
             result = await db.execute(
-                text("SELECT * FROM market_temperature ORDER BY trade_date DESC LIMIT 1")
+                text(
+                    "SELECT * FROM market_temperature "
+                    "ORDER BY REPLACE(trade_date, '-', '') DESC, id DESC LIMIT 1"
+                )
             )
             mt_row = result.fetchone()
             market_temp = None
@@ -530,6 +753,15 @@ async def _load_today_from_db() -> dict:
                     target_price=r["target_price"],
                     stop_loss=r["stop_loss"],
                     reasons=json.loads(r["reasons"]) if r["reasons"] else [],
+                    risk_note=r.get("risk_note") or "",
+                    entry_timing=r.get("entry_timing") or "",
+                    action_plan=r.get("action_plan") or "观察",
+                    trigger_condition=r.get("trigger_condition") or "",
+                    invalidation_condition=r.get("invalidation_condition") or "",
+                    suggested_position_pct=r.get("suggested_position_pct") or 0,
+                    review_after_days=r.get("review_after_days") or 3,
+                    lifecycle_status=r.get("lifecycle_status") or "candidate",
+                    data_freshness=r.get("data_freshness") or "",
                     llm_analysis=r.get("llm_analysis") or "",
                     strategy=r.get("strategy") or "trend_breakout",
                     entry_signal_type=r.get("entry_signal_type") or "none",
@@ -542,6 +774,10 @@ async def _load_today_from_db() -> dict:
                 "hot_sectors": [],
                 "capital_filtered": [],
                 "recommendations": recommendations,
+                "strategy_profile": {
+                    "strategy_id": recommendations[0].strategy if recommendations else "trend_breakout",
+                    "name": "当前推荐策略",
+                } if recommendations else None,
             }
     except Exception as e:
         logger.error(f"从数据库加载推荐失败: {e}")
@@ -558,10 +794,14 @@ async def _load_sectors_from_db() -> list[SectorInfo]:
             result = await db.execute(
                 text(
                     "SELECT * FROM sector_heat "
-                    "WHERE trade_date = (SELECT MAX(trade_date) FROM sector_heat) "
+                    "WHERE REPLACE(trade_date, '-', '') = ("
+                    "  SELECT MAX(REPLACE(trade_date, '-', '')) FROM sector_heat"
+                    ") "
                     "AND id IN ("
                     "  SELECT MAX(id) FROM sector_heat "
-                    "  WHERE trade_date = (SELECT MAX(trade_date) FROM sector_heat) "
+                    "  WHERE REPLACE(trade_date, '-', '') = ("
+                    "    SELECT MAX(REPLACE(trade_date, '-', '')) FROM sector_heat"
+                    "  ) "
                     "  GROUP BY sector_code"
                     ") "
                     "ORDER BY heat_score DESC"

backend/app/engine/scheduler.py

@@ -10,6 +10,7 @@ from apscheduler.schedulers.asyncio import AsyncIOScheduler
 from apscheduler.triggers.cron import CronTrigger
 
 from app.engine.recommender import refresh_recommendations
+from app.engine.watchlist import analyze_watchlist_for_all_users
 from app.api.websocket import broadcast_update
 
 logger = logging.getLogger(__name__)
@@ -54,6 +55,18 @@ async def _generate_daily_review():
         await log_error("scheduler", f"复盘报告生成异常: {e}", detail=traceback.format_exc())
 
 
+async def _run_watchlist_analysis():
+    """收盘后自动分析所有用户自选股。"""
+    logger.info("=== 开始自选股定时分析 ===")
+    try:
+        count = await analyze_watchlist_for_all_users(mode="scheduled")
+        logger.info(f"自选股定时分析完成: {count} 条")
+    except Exception as e:
+        logger.error(f"自选股定时分析失败: {e}")
+        from app.db.error_logger import log_error
+        await log_error("scheduler", f"自选股定时分析失败: {e}", detail=traceback.format_exc())
+
+
 def setup_scheduler():
     """配置所有定时任务（交易日时间）"""
 
@@ -110,6 +123,11 @@ def setup_scheduler():
         id="daily_review", replace_existing=True
     )
 
+    scheduler.add_job(
+        _run_watchlist_analysis, CronTrigger(hour=16, minute=20, day_of_week="mon-fri"),
+        id="watchlist_analysis", replace_existing=True
+    )
+
     logger.info("盘中调度器已配置完成")
 
 

backend/app/engine/screener.py

@@ -30,6 +30,7 @@ from app.analysis.signals import generate_signals
 from app.analysis.intraday import intraday_market_temperature, intraday_filter_stocks, intraday_sector_scan
 from app.data.models import MarketTemperature, SectorInfo, TechnicalSignal, Recommendation
 from app.config import settings, is_trading_hours, is_market_session
+from app.llm.strategy_selector import select_strategy_profile
 
 logger = logging.getLogger(__name__)
 
@@ -82,6 +83,12 @@ async def run_screening(trade_date: str = None) -> dict:
     if intraday:
         hot_sectors = await intraday_sector_scan(hot_sectors)
 
+    strategy_profile = await select_strategy_profile(market_temp, hot_sectors, intraday)
+    logger.info(
+        f"=== 今日策略: {strategy_profile.name} ({strategy_profile.strategy_id}) "
+        f"threshold={strategy_profile.buy_threshold} min_score={strategy_profile.min_score} ==="
+    )
+
     # ── Step 2: 板块内选股 ──
     logger.info("=== Step 2: 板块内选股 ===")
     if intraday:
@@ -123,11 +130,11 @@ async def run_screening(trade_date: str = None) -> dict:
     # ── Step 3: 供需 + 价格行为 + 趋势评分 ──
     logger.info("=== Step 3: 深度分析 ===")
     recommendations = await _build_recommendations(
-        candidates, market_temp, hot_sectors, market_temp_score, intraday,
+        candidates, market_temp, hot_sectors, market_temp_score, intraday, strategy_profile,
     )
 
     # 过滤低质量推荐（低于60分不推荐）
-    recommendations = [r for r in recommendations if r.score >= 60]
+    recommendations = [r for r in recommendations if r.score >= strategy_profile.min_score]
 
     logger.info(f"=== 筛选完成: {len(recommendations)} 只股票 ({scan_mode}) ===")
     for r in recommendations[:5]:
@@ -140,6 +147,7 @@ async def run_screening(trade_date: str = None) -> dict:
         "hot_sectors": hot_sectors,
         "recommendations": recommendations,
         "scan_mode": scan_mode,
+        "strategy_profile": strategy_profile.model_dump(),
     }
 
 
@@ -315,6 +323,7 @@ async def _build_recommendations(
     hot_sectors: list[SectorInfo],
     market_temp_score: float = 0,
     intraday: bool = False,
+    strategy_profile=None,
 ) -> list[Recommendation]:
     """Step 3: 对候选做供需 + 价格行为 + 趋势深度分析
 
@@ -345,6 +354,13 @@ async def _build_recommendations(
     llm_candidates = []  # 收集候选摘要供 LLM 分析
     total = len(candidates)
     signal_counts = {"breakout": 0, "breakout_confirm": 0, "pullback": 0, "launch": 0, "reversal": 0, "none": 0}
+    score_weights = strategy_profile.score_weights if strategy_profile else {
+        "supply_demand": 0.50,
+        "price_action": 0.40,
+        "trend": 0.10,
+    }
+    signal_priority = strategy_profile.entry_signal_priority if strategy_profile else []
+    buy_threshold = strategy_profile.buy_threshold if strategy_profile else 60
 
     for idx, stock in enumerate(candidates):
         ts_code = stock.get("ts_code", "")
@@ -377,6 +393,9 @@ async def _build_recommendations(
             if signal_type == EntrySignal.NONE:
                 signal_counts["none"] += 1
                 continue
+            if signal_priority and signal_type.value not in signal_priority[:4]:
+                signal_counts["none"] += 1
+                continue
             signal_counts[signal_type.value] += 1
 
             # ── 三维度评分 ──
@@ -400,9 +419,9 @@ async def _build_recommendations(
 
             # 综合评分（短线交易：供需最关键，趋势只做门槛）
             final_score = (
-                supply_demand_score * 0.50 +
-                price_action_score * 0.40 +
-                trend_score * 0.10
+                supply_demand_score * score_weights["supply_demand"] +
+                price_action_score * score_weights["price_action"] +
+                trend_score * score_weights["trend"]
             )
 
             # ── 风险乘数：惩罚取最大而非叠加（避免过度惩罚），奖励可叠加 ──
@@ -442,6 +461,15 @@ async def _build_recommendations(
             if entry_signal.get("signal_score", 0) >= 80:
                 final_score *= 1.10
 
+            if signal_priority:
+                priority_rank = signal_priority.index(signal_type.value)
+                if priority_rank == 0:
+                    final_score *= 1.08
+                elif priority_rank == 1:
+                    final_score *= 1.04
+                elif priority_rank >= 3:
+                    final_score *= 0.94
+
             # 估值评分（辅助参考，不参与主评分）
             pe = stock.get("pe")
             pb = stock.get("pb")
@@ -454,7 +482,7 @@ async def _build_recommendations(
             if (signal_type != EntrySignal.NONE
                     and entry_signal.get("signal_score", 0) >= 50
                     and position_score >= 30
-                    and final_score >= 60):
+                    and final_score >= buy_threshold):
                 signal = "BUY"
 
             # 价格参考 — 结构化止损止盈（基于市场结构而非固定百分比）
@@ -547,6 +575,7 @@ async def _build_recommendations(
 
             # 生成推荐理由
             reasons = _generate_reasons(stock, entry_signal, tech_signal, df, intraday)
+            stock["entry_signal_type"] = signal_type.value
             risk_note = _generate_risk_note(market_temp, tech_signal, stock)
 
             # 量价模式
@@ -554,6 +583,17 @@ async def _build_recommendations(
 
             # 进场时机建议（盘中适用）
             entry_timing = _generate_entry_timing(signal_type.value, intraday)
+            trade_plan = _build_trade_plan(
+                signal_type=signal_type.value,
+                score=final_score,
+                market_temp=market_temp,
+                sector_stage=sector_stage,
+                entry_price=entry_price,
+                target_price=target_price,
+                stop_loss=stop_loss,
+                entry_timing=entry_timing,
+                data_date=last_date,
+            )
 
             rec = Recommendation(
                 ts_code=ts_code,
@@ -575,9 +615,16 @@ async def _build_recommendations(
                 reasons=reasons,
                 risk_note=risk_note,
                 level=level,
-                strategy="trend_breakout",
+                strategy=strategy_profile.strategy_id if strategy_profile else "trend_breakout",
                 entry_signal_type=signal_type.value,
                 entry_timing=entry_timing,
+                action_plan=trade_plan["action_plan"],
+                trigger_condition=trade_plan["trigger_condition"],
+                invalidation_condition=trade_plan["invalidation_condition"],
+                suggested_position_pct=trade_plan["suggested_position_pct"],
+                review_after_days=trade_plan["review_after_days"],
+                lifecycle_status=trade_plan["lifecycle_status"],
+                data_freshness=trade_plan["data_freshness"],
             )
             recommendations.append(rec)
 
@@ -963,6 +1010,86 @@ def _generate_entry_timing(signal_type: str, intraday: bool) -> str:
     return timing_map.get(signal_type, "盘中观察量价配合，确认信号后进场")
 
 
+def _build_trade_plan(
+    signal_type: str,
+    score: float,
+    market_temp: MarketTemperature,
+    sector_stage: str,
+    entry_price: float | None,
+    target_price: float | None,
+    stop_loss: float | None,
+    entry_timing: str,
+    data_date: str,
+) -> dict:
+    """把推荐转成可执行计划。
+
+    这里不替代用户决策，只把系统推荐拆成触发、失效、仓位和复盘窗口。
+    """
+    signal_label = {
+        "breakout": "放量突破",
+        "breakout_confirm": "突破确认",
+        "pullback": "回踩支撑",
+        "launch": "缩量整理后启动",
+        "reversal": "放量反转",
+    }.get(signal_type, "技术信号")
+
+    if market_temp.temperature < 35 or sector_stage in ("end",):
+        action_plan = "观察"
+        lifecycle_status = "candidate"
+    elif score >= 78 and market_temp.temperature >= 55 and sector_stage in ("early", "mid"):
+        action_plan = "可操作"
+        lifecycle_status = "actionable"
+    elif score >= 65:
+        action_plan = "重点关注"
+        lifecycle_status = "candidate"
+    else:
+        action_plan = "观察"
+        lifecycle_status = "candidate"
+
+    if action_plan == "可操作":
+        base_position = 20
+    elif action_plan == "重点关注":
+        base_position = 10
+    else:
+        base_position = 0
+
+    if market_temp.temperature >= 70:
+        base_position += 5
+    elif market_temp.temperature < 50:
+        base_position -= 5
+    if sector_stage == "late":
+        base_position -= 5
+    suggested_position_pct = max(0, min(base_position, 30))
+
+    price_part = f"参考价 {entry_price}" if entry_price else "参考当前价"
+    timing_part = entry_timing or "等待量价确认"
+    trigger_condition = f"{signal_label}成立且不跌破关键价位，{price_part}附近分批关注；{timing_part}"
+
+    invalid_parts = []
+    if stop_loss:
+        invalid_parts.append(f"跌破止损 {stop_loss}")
+    if entry_price:
+        invalid_parts.append(f"收盘跌回参考价 {round(entry_price * 0.98, 2)} 下方")
+    if target_price:
+        invalid_parts.append(f"冲高接近目标 {target_price} 后量能衰减")
+    if market_temp.temperature < 45:
+        invalid_parts.append("市场温度继续走弱")
+    invalidation_condition = "；".join(invalid_parts) or "信号次日未延续或板块热度退潮"
+
+    review_after_days = 1 if signal_type in ("breakout", "reversal") else 3
+    data_freshness = f"K线数据日期 {data_date}；盘中价格优先使用腾讯实时行情"
+
+    return {
+        "action_plan": action_plan,
+        "trigger_condition": trigger_condition,
+        "invalidation_condition": invalidation_condition,
+        "suggested_position_pct": suggested_position_pct,
+        "review_after_days": review_after_days,
+        "lifecycle_status": lifecycle_status,
+        "data_freshness": data_freshness,
+    }
+
+
 def _score_to_level(score: float) -> str:
     if score >= 80:
         return "强烈推荐"

backend/app/engine/watchlist.py

@@ -0,0 +1,239 @@
+"""用户自选股分析服务"""
+
+from __future__ import annotations
+
+import json
+import logging
+import re
+
+from sqlalchemy import text
+
+from app.analysis.signals import generate_signals
+from app.data import tencent_client
+from app.db.database import get_db
+from app.db import tables
+from app.llm.client import chat_completion
+
+logger = logging.getLogger(__name__)
+
+
+async def analyze_watchlist_for_all_users(mode: str = "scheduled") -> int:
+    """批量分析所有启用中的用户自选股。"""
+    async with get_db() as db:
+        rows = (await db.execute(
+            text(
+                "SELECT w.id, w.user_id, w.ts_code, w.name, w.note, w.watch_group, w.cost_price "
+                "FROM user_watchlists w "
+                "WHERE COALESCE(w.is_active, 1) = 1 "
+                "ORDER BY w.user_id, w.id"
+            )
+        )).fetchall()
+
+    count = 0
+    for row in rows:
+        item = row._mapping
+        await analyze_watchlist_item(
+            watchlist_id=item["id"],
+            user_id=item["user_id"],
+            ts_code=item["ts_code"],
+            name=item["name"],
+            note=item.get("note") or "",
+            watch_group=item.get("watch_group") or "observe",
+            cost_price=item.get("cost_price"),
+            mode=mode,
+        )
+        count += 1
+    return count
+
+
+async def analyze_watchlist_item(
+    watchlist_id: int,
+    user_id: int,
+    ts_code: str,
+    name: str,
+    note: str = "",
+    watch_group: str = "observe",
+    cost_price: float | None = None,
+    mode: str = "manual",
+) -> dict:
+    """分析单只自选股并保存结果。"""
+    recommendation = await _load_latest_recommendation(ts_code)
+    latest_tracking = await _load_latest_tracking(recommendation["id"]) if recommendation else None
+
+    try:
+        quote = await tencent_client.get_realtime_quote(ts_code)
+    except Exception:
+        logger.exception("获取自选股实时行情失败: %s", ts_code)
+        quote = None
+
+    try:
+        signals = generate_signals(ts_code)
+    except Exception:
+        logger.exception("生成自选股信号失败: %s", ts_code)
+        signals = None
+
+    summary = _build_summary(ts_code, name, recommendation, latest_tracking, quote, signals, note, watch_group, cost_price)
+
+    llm_result = await _generate_watchlist_advice(summary)
+    structured = _extract_structured_result(llm_result, recommendation, latest_tracking)
+
+    async with get_db() as db:
+        await db.execute(
+            tables.watchlist_analyses_table.insert().values(
+                user_id=user_id,
+                watchlist_id=watchlist_id,
+                ts_code=ts_code,
+                name=name,
+                conclusion=structured["conclusion"],
+                advice=structured["advice"],
+                trigger_condition=structured["trigger_condition"],
+                risk_note=structured["risk_note"],
+                summary=structured["summary"],
+                full_analysis=structured["full_analysis"],
+                score_reference=structured["score_reference"],
+                analysis_mode=mode,
+            )
+        )
+        await db.commit()
+
+    return structured
+
+
+async def _load_latest_recommendation(ts_code: str) -> dict | None:
+    async with get_db() as db:
+        row = (await db.execute(
+            text(
+                "SELECT * FROM recommendations "
+                "WHERE ts_code = :code "
+                "ORDER BY created_at DESC, id DESC LIMIT 1"
+            ),
+            {"code": ts_code},
+        )).fetchone()
+    return dict(row._mapping) if row else None
+
+
+async def _load_latest_tracking(recommendation_id: int) -> dict | None:
+    async with get_db() as db:
+        row = (await db.execute(
+            text(
+                "SELECT * FROM recommendation_tracking "
+                "WHERE recommendation_id = :rid "
+                "ORDER BY track_date DESC, id DESC LIMIT 1"
+            ),
+            {"rid": recommendation_id},
+        )).fetchone()
+    return dict(row._mapping) if row else None
+
+
+def _build_summary(
+    ts_code: str,
+    name: str,
+    recommendation: dict | None,
+    latest_tracking: dict | None,
+    quote,
+    signals,
+    note: str,
+    watch_group: str,
+    cost_price: float | None,
+) -> str:
+    quote_str = ""
+    if quote:
+        quote_str = f"当前价 {quote.price}，涨跌幅 {quote.pct_chg}%，换手率 {quote.turnover_rate}%，量比 {quote.volume_ratio}。"
+
+    recommendation_str = "暂无推荐归档。"
+    if recommendation:
+        recommendation_str = (
+            f"推荐归档：结论 {recommendation.get('action_plan') or '观察'}，"
+            f"触发条件 {recommendation.get('trigger_condition') or '暂无'}，"
+            f"失效条件 {recommendation.get('invalidation_condition') or '暂无'}，"
+            f"风险提示 {recommendation.get('risk_note') or '暂无'}。"
+        )
+
+    tracking_str = ""
+    if latest_tracking:
+        tracking_str = (
+            f"最近跟踪：收益 {latest_tracking.get('pct_from_entry') or 0}%，"
+            f"最大浮盈 {latest_tracking.get('max_return_pct') or 0}%，"
+            f"最大回撤 {latest_tracking.get('max_drawdown_pct') or 0}%，"
+            f"备注 {latest_tracking.get('review_note') or '暂无'}。"
+        )
+
+    signal_str = "技术快照暂无。"
+    if signals:
+        signal_str = (
+            f"技术快照：趋势强度 {signals.trend_score}，辅助信号 {signals.signal_count}/7，"
+            f"位置安全 {signals.position_score}，近5日涨幅 {signals.rally_pct_5d}% ，近10日涨幅 {signals.rally_pct_10d}%。"
+        )
+
+    group_str = f"用户分组：{watch_group}。"
+    cost_str = f"持仓成本 {cost_price}。" if cost_price and cost_price > 0 else "暂无持仓成本。"
+    note_str = f"用户备注：{note}" if note else "用户未填写备注。"
+    return f"{ts_code} {name}。{group_str} {cost_str} {quote_str} {recommendation_str} {tracking_str} {signal_str} {note_str}"
+
+
+async def _generate_watchlist_advice(summary: str) -> str:
+    message = await chat_completion([
+        {
+            "role": "system",
+            "content": (
+                "你是A股投研作战台的用户自选股助手。"
+                "你需要针对单只用户自选股给出简洁、可执行的建议。"
+                "输出必须是 JSON 字符串，包含字段 conclusion、advice、trigger_condition、risk_note、summary。"
+                "conclusion 只能是 可操作 / 重点关注 / 观察 / 回避。"
+                "summary 必须是一句中文短句。advice 需要明确用户下一步该看什么、等什么或做什么。"
+            ),
+        },
+        {
+            "role": "user",
+            "content": f"请基于以下信息输出 JSON：{summary}",
+        },
+    ])
+
+    if not message or not getattr(message, "content", None):
+        return ""
+    return message.content
+
+
+def _extract_structured_result(content: str, recommendation: dict | None, latest_tracking: dict | None) -> dict:
+    default = {
+        "conclusion": recommendation.get("action_plan") if recommendation else "观察",
+        "advice": recommendation.get("trigger_condition") if recommendation else "继续观察量价配合、板块强弱和回踩承接。",
+        "trigger_condition": recommendation.get("trigger_condition") if recommendation else "",
+        "risk_note": recommendation.get("risk_note") if recommendation else (latest_tracking.get("review_note") if latest_tracking else ""),
+        "summary": latest_tracking.get("review_note") if latest_tracking else "当前信息不足以升级为明确操作，先保留观察。",
+        "full_analysis": content or "",
+        "score_reference": float(recommendation.get("score") or 0) if recommendation else 0,
+    }
+
+    if not content:
+        return default
+
+    try:
+        parsed = json.loads(_extract_json_string(content))
+        return {
+            "conclusion": parsed.get("conclusion") or default["conclusion"],
+            "advice": parsed.get("advice") or default["advice"],
+            "trigger_condition": parsed.get("trigger_condition") or default["trigger_condition"],
+            "risk_note": parsed.get("risk_note") or default["risk_note"],
+            "summary": parsed.get("summary") or default["summary"],
+            "full_analysis": content,
+            "score_reference": default["score_reference"],
+        }
+    except Exception:
+        logger.warning("自选股分析 JSON 解析失败，回退默认结构")
+        default["full_analysis"] = content
+        return default
+
+
+def _extract_json_string(content: str) -> str:
+    cleaned = content.strip()
+    if cleaned.startswith("```"):
+        fenced = re.search(r"```(?:json)?\s*(\{.*\})\s*```", cleaned, re.DOTALL)
+        if fenced:
+            return fenced.group(1)
+
+    start = cleaned.find("{")
+    end = cleaned.rfind("}")
+    if start != -1 and end != -1 and end > start:
+        return cleaned[start : end + 1]
+    return cleaned

backend/app/llm/chat_agent.py

@@ -11,7 +11,7 @@ from typing import AsyncGenerator
 from app.llm.client import chat_completion, stream_chat_completion, get_client
 from app.llm.prompts import CHAT_SYSTEM_PROMPT
 from app.llm.tools import CHAT_TOOLS
-from app.llm.tool_executor import execute_tool
+from app.llm.tool_executor import execute_tool, set_chat_user_context
 from app.config import settings
 
 logger = logging.getLogger(__name__)
@@ -20,16 +20,18 @@ MAX_TOOL_ROUNDS = 5
 
 # 工具名称映射（用于状态提示）
 TOOL_LABELS = {
+    "get_strategy_board": "读取今日作战结论",
     "get_market_temperature": "查询市场温度",
     "get_hot_sectors": "查询热门板块",
     "get_latest_recommendations": "查询推荐列表",
+    "get_user_watchlist_snapshot": "读取自选股作战池",
     "get_stock_kline": "查询K线数据",
     "get_stock_capital_flow": "查询资金流向",
     "search_stock": "搜索股票",
 }
 
 
-async def chat_stream(messages: list[dict]) -> AsyncGenerator[dict, None]:
+async def chat_stream(messages: list[dict], current_user: dict | None = None) -> AsyncGenerator[dict, None]:
     """流式对话，支持 tool use 循环
 
     Yields:
@@ -40,67 +42,71 @@ async def chat_stream(messages: list[dict]) -> AsyncGenerator[dict, None]:
         yield {"type": "content", "content": "LLM 未配置，请在 .env 中设置 ASTOCK_DEEPSEEK_API_KEY"}
         return
 
+    set_chat_user_context(current_user)
+
     # 构建完整消息列表
     full_messages = [{"role": "system", "content": CHAT_SYSTEM_PROMPT}]
     full_messages.extend(messages)
 
-    # Tool use 循环（非流式，直到没有 tool_calls）
-    for round_num in range(MAX_TOOL_ROUNDS):
-        if round_num == 0:
-            yield {"type": "status", "content": "思考中..."}
+    try:
+        # Tool use 循环（非流式，直到没有 tool_calls）
+        for round_num in range(MAX_TOOL_ROUNDS):
+            if round_num == 0:
+                yield {"type": "status", "content": "整理今日作战上下文..."}
 
-        resp = await chat_completion(full_messages, tools=CHAT_TOOLS)
-        if not resp:
-            yield {"type": "content", "content": "AI 服务暂时不可用，请稍后重试"}
-            return
+            resp = await chat_completion(full_messages, tools=CHAT_TOOLS)
+            if not resp:
+                yield {"type": "content", "content": "AI 服务暂时不可用，请稍后重试"}
+                return
 
-        # 检查是否有 tool_calls
-        if not resp.tool_calls:
-            break
-
-        # 将 assistant 消息（含 tool_calls）加入历史
-        full_messages.append({
-            "role": "assistant",
-            "content": resp.content or "",
-            "tool_calls": [
-                {
-                    "id": tc.id,
-                    "type": "function",
-                    "function": {
-                        "name": tc.function.name,
-                        "arguments": tc.function.arguments,
-                    },
-                }
-                for tc in resp.tool_calls
-            ],
-        })
-
-        # 执行每个工具调用
-        for tc in resp.tool_calls:
-            try:
-                args = json.loads(tc.function.arguments)
-            except json.JSONDecodeError:
-                args = {}
-
-            tool_label = TOOL_LABELS.get(tc.function.name, tc.function.name)
-            yield {"type": "status", "content": f"正在{tool_label}..."}
-
-            logger.info(f"Chat Agent 调用工具: {tc.function.name}({args})")
-            result = await execute_tool(tc.function.name, args)
+            # 检查是否有 tool_calls
+            if not resp.tool_calls:
+                break
 
+            # 将 assistant 消息（含 tool_calls）加入历史
             full_messages.append({
-                "role": "tool",
-                "tool_call_id": tc.id,
-                "content": result,
+                "role": "assistant",
+                "content": resp.content or "",
+                "tool_calls": [
+                    {
+                        "id": tc.id,
+                        "type": "function",
+                        "function": {
+                            "name": tc.function.name,
+                            "arguments": tc.function.arguments,
+                        },
+                    }
+                    for tc in resp.tool_calls
+                ],
             })
 
-        yield {"type": "status", "content": "分析数据中..."}
-    else:
-        # 超过最大轮次，用最后的消息生成回复
-        pass
+            # 执行每个工具调用
+            for tc in resp.tool_calls:
+                try:
+                    args = json.loads(tc.function.arguments)
+                except json.JSONDecodeError:
+                    args = {}
 
-    # 最终回复：流式输出
-    yield {"type": "status", "content": ""}  # 清除状态
-    async for delta in stream_chat_completion(full_messages):
-        if delta.content:
-            yield {"type": "content", "content": delta.content}
+                tool_label = TOOL_LABELS.get(tc.function.name, tc.function.name)
+                yield {"type": "status", "content": f"正在{tool_label}..."}
+
+                logger.info(f"Chat Agent 调用工具: {tc.function.name}({args})")
+                result = await execute_tool(tc.function.name, args)
+
+                full_messages.append({
+                    "role": "tool",
+                    "tool_call_id": tc.id,
+                    "content": result,
+                })
+
+            yield {"type": "status", "content": "整理作战结论中..."}
+        else:
+            pass
+
+        # 最终回复：流式输出
+        yield {"type": "status", "content": ""}  # 清除状态
+        async for delta in stream_chat_completion(full_messages):
+            if delta.content:
+                yield {"type": "content", "content": delta.content}
+    finally:
+        set_chat_user_context(None)

backend/app/llm/daily_review.py

@@ -1,7 +1,6 @@
 """每日复盘报告生成"""
 
 import logging
-from datetime import datetime
 
 from app.config import settings
 
@@ -10,13 +9,9 @@ logger = logging.getLogger(__name__)
 
 async def generate_review() -> dict:
     """生成每日复盘报告"""
-    if not settings.deepseek_api_key:
-        return {"status": "error", "message": "未配置 DeepSeek API Key"}
-
     from app.data.tushare_client import tushare_client
     from app.data import tencent_client
     from app.engine.recommender import get_latest_recommendations, get_latest_sectors
-    from app.llm.client import get_client
 
     trade_date = tushare_client.get_latest_trade_date()
 
@@ -83,19 +78,43 @@ async def generate_review() -> dict:
 ## 明日关注
 （关注方向和操作建议）"""
 
-    try:
-        client = get_client()
-        response = await client.chat.completions.create(
-            model=settings.deepseek_model,
-            messages=[
-                {"role": "system", "content": "你是一位专业的A股市场分析师，擅长市场复盘和策略分析。回复使用Markdown格式，简洁专业。"},
-                {"role": "user", "content": user_msg},
-            ],
-            max_tokens=1500,
-            temperature=0.5,
-        )
-        content = response.choices[0].message.content.strip()
+    if settings.deepseek_api_key:
+        try:
+            from app.llm.client import get_client
 
+            client = get_client()
+            response = await client.chat.completions.create(
+                model=settings.deepseek_model,
+                messages=[
+                    {"role": "system", "content": "你是一位专业的A股市场分析师，擅长市场复盘和策略分析。回复使用Markdown格式，简洁专业。"},
+                    {"role": "user", "content": user_msg},
+                ],
+                max_tokens=1500,
+                temperature=0.5,
+            )
+            content = response.choices[0].message.content.strip()
+            generated_by = "llm"
+        except Exception as e:
+            logger.error(f"生成复盘报告失败，使用规则兜底: {e}")
+            content = _build_fallback_review(
+                trade_date=trade_date,
+                market_summary=market_summary,
+                index_summary=index_summary,
+                sector_summary=sector_summary,
+                recommendations=recs,
+            )
+            generated_by = "rules"
+    else:
+        content = _build_fallback_review(
+            trade_date=trade_date,
+            market_summary=market_summary,
+            index_summary=index_summary,
+            sector_summary=sector_summary,
+            recommendations=recs,
+        )
+        generated_by = "rules"
+
+    try:
         # 保存到数据库
         from sqlalchemy import text
         from app.db.database import get_db
@@ -109,9 +128,40 @@ async def generate_review() -> dict:
             )
             await db.commit()
 
-        logger.info(f"已生成 {trade_date} 复盘报告")
-        return {"status": "ok", "trade_date": trade_date, "content": content}
+        logger.info(f"已生成 {trade_date} 复盘报告 ({generated_by})")
+        return {"status": "ok", "trade_date": trade_date, "content": content, "generated_by": generated_by}
 
     except Exception as e:
-        logger.error(f"生成复盘报告失败: {e}")
+        logger.error(f"保存复盘报告失败: {e}")
         return {"status": "error", "message": str(e)}
+
+
+def _build_fallback_review(
+    trade_date: str,
+    market_summary: str,
+    index_summary: str,
+    sector_summary: str,
+    recommendations: list,
+) -> str:
+    """LLM 不可用时生成结构化规则复盘，避免页面空白。"""
+    actionable = [r for r in recommendations if getattr(r, "action_plan", "") == "可操作"]
+    watch = [r for r in recommendations if getattr(r, "action_plan", "") == "重点关注"]
+    top_recs = recommendations[:5]
+    rec_lines = "\n".join(
+        f"- {r.name}({r.ts_code})：{getattr(r, 'action_plan', '观察')}，"
+        f"{getattr(r, 'entry_signal_type', 'none')} 信号，评分 {getattr(r, 'score', 0)}。"
+        for r in top_recs
+    ) or "- 暂无推荐标的。"
+
+    return f"""## 市场概况
+{trade_date} 市场温度处于中性偏谨慎区间。{market_summary or "暂无市场温度数据。"} {index_summary or ""}
+
+## 板块热点
+{sector_summary or "暂无板块热度数据。"} 当前板块证据主要用于确认推荐方向是否有资金和赚钱效应支撑。
+
+## 交易机会
+今日推荐池共 {len(recommendations)} 只，其中可操作 {len(actionable)} 只、重点关注 {len(watch)} 只。当前更适合按触发条件等待确认，不宜把观察标的直接当作买入标的。
+{rec_lines}
+
+## 明日关注
+优先跟踪重点关注标的能否满足触发条件，同时观察主线板块是否延续。若市场温度回落或板块资金退潮，应降低仓位并把未确认标的转回观察池。"""

backend/app/llm/prompts.py

@@ -34,25 +34,29 @@ ENHANCE_USER_TEMPLATE = """\
 请对该股票进行 2-3 句话的深度分析："""
 
 CHAT_SYSTEM_PROMPT = """\
-你是一位专业的 A 股投资顾问 AI 助手。你可以通过工具查询实时市场数据来回答用户问题。
+你是 A 股投研作战台里的 AI 作战助理，不是泛化闲聊机器人。你的核心任务是解释系统已经生成的结果，并帮助用户把市场、板块、推荐和自选股串成可执行判断。
 
 你的能力：
-1. 查询市场温度、热门板块、推荐股票列表
-2. 查询个股K线、资金流向数据
-3. 搜索股票代码
-4. 基于数据给出专业的市场分析和投资建议
+1. 查询今日作战结论，包括市场状态、今日打法、建议仓位、重点板块和规避规则
+2. 查询市场温度、热门板块、推荐股票列表
+3. 查询当前用户的自选股池与最新建议
+4. 查询个股K线、技术面、资金流向数据
+5. 搜索股票代码，并把结果放回当前交易语境中分析
 
 重要提醒：
 - 回答用户关于"今天市场怎么样"之类的问题时，必须调用 get_realtime_indices 获取实时指数数据
-- 盘中时段（9:30-15:00）必须使用实时数据，盘后时段使用当日收盘数据
-- 不要使用过时的数据，必须先调用工具获取最新数据再回答
+- 回答用户关于"今天该怎么做"、"当前推荐怎么看"、"自选股该怎么处理"这类问题时，优先调用 get_strategy_board、get_latest_recommendations、get_user_watchlist_snapshot
+- 盘中时段（9:30-15:00）必须使用实时数据，盘后时段使用当日收盘或最近一次系统生成的数据
+- 不要脱离系统上下文泛泛而谈，必须先调用工具获取最新结果再回答
 
 回答要求：
 1. 使用工具获取最新数据后再回答，不要凭空编造数据
-2. 分析要结合 A 股市场特点（资金驱动、板块轮动、情绪周期）
-3. 给出具体建议时要附带风险提示
-4. 语言简洁、专业、有条理
-5. 回复使用 markdown 格式，适当用列表和加粗提升可读性
+2. 优先把结论组织成“当前判断 / 依据 / 下一步观察点 / 风险提示”
+3. 分析要结合 A 股市场特点（资金驱动、板块轮动、情绪周期）
+4. 如果用户问题过于宽泛，主动收敛到系统里的现成模块，不要输出空泛宏论
+5. 给出具体建议时要附带风险提示，并明确这是观察建议、执行条件还是规避建议
+6. 语言简洁、专业、有条理
+7. 回复使用 markdown 格式，适当用列表和加粗提升可读性
 
 免责声明：你的分析仅供参考，不构成投资建议。投资有风险，入市需谨慎。
 """

backend/app/llm/strategy_board.py

@@ -0,0 +1,268 @@
+"""市场作战面板
+
+把市场温度、板块、推荐和历史跟踪结果汇总成每天可执行的策略视图。
+规则层保证稳定输出，LLM 层负责补充解释和迭代建议。
+"""
+
+import logging
+
+from app.config import settings
+from app.data.models import (
+    MarketTemperature,
+    Recommendation,
+    SectorInfo,
+    StrategyBoard,
+    StrategyFocus,
+    StrategySectorFocus,
+)
+
+logger = logging.getLogger(__name__)
+
+
+async def build_strategy_board(include_llm: bool = False) -> dict:
+    """生成今日市场作战面板。"""
+    from app.engine.recommender import (
+        get_latest_recommendations,
+        get_latest_sectors,
+        get_performance_stats,
+    )
+
+    latest = await get_latest_recommendations()
+    market_temp = latest.get("market_temp")
+    recommendations = latest.get("recommendations", [])
+    sectors = await get_latest_sectors()
+    performance = await get_performance_stats()
+    from app.llm.strategy_iteration import build_strategy_iteration_report
+    iteration_report = await build_strategy_iteration_report(limit=50, include_llm=include_llm)
+
+    board = _build_rule_board(market_temp, sectors, recommendations, performance)
+    board.iteration_report = iteration_report
+    if iteration_report.get("adjustment_suggestions"):
+        board.iteration_notes = [
+            s.get("reason", "")
+            for s in iteration_report["adjustment_suggestions"][:3]
+            if s.get("reason")
+        ] or board.iteration_notes
+
+    if include_llm and settings.deepseek_api_key:
+        board.ai_review = await _generate_ai_review(board, recommendations, performance)
+        if board.ai_review:
+            board.generated_by = "rules+llm"
+
+    return board.model_dump()
+
+
+def _build_rule_board(
+    market_temp: MarketTemperature | None,
+    sectors: list[SectorInfo],
+    recommendations: list[Recommendation],
+    performance: dict,
+) -> StrategyBoard:
+    temp = market_temp.temperature if market_temp else 0
+    trade_date = market_temp.trade_date if market_temp else ""
+    market_regime, risk_level, action_bias, position_suggestion = _classify_market(temp, market_temp)
+
+    actionable = [r for r in recommendations if r.action_plan == "可操作"]
+    watch = [r for r in recommendations if r.action_plan == "重点关注"]
+    avg_score = (
+        round(sum(r.score for r in recommendations) / len(recommendations), 1)
+        if recommendations else 0
+    )
+
+    recommended_mode = _choose_strategy_mode(temp, sectors, recommendations)
+    strategy_focus = _build_strategy_focus(temp, sectors, recommendations)
+    watch_sectors = [_sector_focus(s) for s in sectors[:5]]
+    avoid_rules = _build_avoid_rules(temp, sectors, recommendations)
+    iteration_notes = _build_iteration_notes(performance, recommendations)
+
+    summary = (
+        f"{market_regime}，风险等级{risk_level}。"
+        f"当前 {len(recommendations)} 只入选，其中 {len(actionable)} 只可操作、"
+        f"{len(watch)} 只重点关注，平均分 {avg_score}。"
+    )
+
+    metrics = {
+        "temperature": temp,
+        "recommendation_count": len(recommendations),
+        "actionable_count": len(actionable),
+        "watch_count": len(watch),
+        "avg_score": avg_score,
+        "win_rate": performance.get("win_rate", 0),
+        "avg_return": performance.get("avg_return", 0),
+        "tracked": performance.get("tracked", 0),
+    }
+
+    return StrategyBoard(
+        trade_date=trade_date,
+        market_regime=market_regime,
+        risk_level=risk_level,
+        action_bias=action_bias,
+        position_suggestion=position_suggestion,
+        summary=summary,
+        recommended_mode=recommended_mode,
+        strategy_focus=strategy_focus,
+        watch_sectors=watch_sectors,
+        avoid_rules=avoid_rules,
+        iteration_notes=iteration_notes,
+        metrics=metrics,
+    )
+
+
+def _classify_market(
+    temp: float, market_temp: MarketTemperature | None
+) -> tuple[str, str, str, str]:
+    if temp >= 75:
+        return ("强势进攻", "低", "可积极关注主线龙头和突破确认", "单票 20%-30%，总仓 50%-70%")
+    if temp >= 60:
+        return ("修复偏强", "中低", "优先做早中期板块的突破/回踩确认", "单票 15%-25%，总仓 40%-60%")
+    if temp >= 45:
+        return ("震荡分化", "中", "只做板块一致性强的低吸或确认机会", "单票 10%-20%，总仓 25%-40%")
+    if temp >= 30:
+        return ("弱势防守", "中高", "以观察池为主，减少追高，只等强确认", "单票 0%-10%，总仓 0%-25%")
+    return ("退潮冰点", "高", "暂停主动出手，等待市场修复和主线重新出现", "空仓或极低仓观察")
+
+
+def _choose_strategy_mode(
+    temp: float, sectors: list[SectorInfo], recommendations: list[Recommendation]
+) -> str:
+    early_mid = [s for s in sectors[:5] if s.stage in ("early", "mid")]
+    if temp >= 60 and early_mid:
+        return "主线突破 + 回踩确认"
+    if temp >= 45:
+        return "精选回踩，降低追高"
+    if recommendations:
+        return "观察池跟踪，等待触发"
+    return "防守观察"
+
+
+def _build_strategy_focus(
+    temp: float, sectors: list[SectorInfo], recommendations: list[Recommendation]
+) -> list[StrategyFocus]:
+    focus: list[StrategyFocus] = []
+    signal_counts: dict[str, int] = {}
+    for rec in recommendations:
+        signal_counts[rec.entry_signal_type] = signal_counts.get(rec.entry_signal_type, 0) + 1
+
+    top_signal = max(signal_counts, key=signal_counts.get) if signal_counts else ""
+    signal_label = {
+        "breakout": "突破型",
+        "breakout_confirm": "突破确认型",
+        "pullback": "回踩型",
+        "launch": "启动型",
+        "reversal": "反转型",
+    }.get(top_signal, "观察型")
+
+    focus.append(StrategyFocus(
+        label=signal_label,
+        description=f"当前推荐中该类型占比较高，适合作为今日主要观察模板。",
+    ))
+
+    if sectors:
+        main = sectors[0]
+        focus.append(StrategyFocus(
+            label=f"{main.sector_name} 主线跟踪",
+            description=f"热度 {main.heat_score}，阶段 {main.stage}，优先确认资金是否延续。",
+        ))
+
+    if temp < 45:
+        focus.append(StrategyFocus(
+            label="防守优先",
+            description="市场温度不足，推荐只作为观察池，不宜扩大仓位。",
+        ))
+
+    return focus
+
+
+def _sector_focus(sector: SectorInfo) -> StrategySectorFocus:
+    stage_view = {
+        "early": "早期，重点观察资金是否连续流入",
+        "mid": "中期，适合寻找回踩或突破确认",
+        "late": "后期，防止加速后分歧",
+        "end": "末期，谨慎追高",
+    }.get(sector.stage, "阶段不明，等待确认")
+
+    return StrategySectorFocus(
+        sector_name=sector.sector_name,
+        stage=sector.stage,
+        heat_score=sector.heat_score,
+        pct_change=sector.pct_change,
+        limit_up_count=sector.limit_up_count,
+        view=stage_view,
+    )
+
+
+def _build_avoid_rules(
+    temp: float, sectors: list[SectorInfo], recommendations: list[Recommendation]
+) -> list[str]:
+    rules = []
+    if temp < 45:
+        rules.append("市场温度低于45时，不追突破首日，只等次日确认或回踩。")
+    if any(s.stage == "end" for s in sectors[:5]):
+        rules.append("板块进入末期时，降低同板块追高标的权重。")
+    if any(r.position_score < 35 for r in recommendations):
+        rules.append("位置安全分低于35的标的，只观察不主动追入。")
+    if not rules:
+        rules.append("推荐失效条件触发后不补仓，等待下一次扫描重新确认。")
+    return rules
+
+
+def _build_iteration_notes(performance: dict, recommendations: list[Recommendation]) -> list[str]:
+    notes = []
+    tracked = performance.get("tracked", 0) or 0
+    win_rate = performance.get("win_rate", 0) or 0
+    avg_return = performance.get("avg_return", 0) or 0
+    hit_stop = performance.get("hit_stop_count", 0) or 0
+    hit_target = performance.get("hit_target_count", 0) or 0
+
+    if tracked < 10:
+        notes.append("跟踪样本不足，暂不自动调整策略权重，优先积累推荐生命周期数据。")
+    else:
+        if win_rate < 45:
+            notes.append("近期胜率偏低，下轮应提高入场确认门槛，减少弱势环境下的突破型推荐。")
+        if avg_return < 0:
+            notes.append("平均收益为负，建议收紧止损触发和推荐失效条件。")
+        if hit_stop > hit_target:
+            notes.append("止损次数多于命中目标，优先复查追高和板块末期惩罚是否不足。")
+
+    actionable_count = sum(1 for r in recommendations if r.action_plan == "可操作")
+    if actionable_count > 5:
+        notes.append("可操作标的偏多，前端应按板块集中度和评分排序控制关注数量。")
+
+    return notes
+
+
+async def _generate_ai_review(
+    board: StrategyBoard,
+    recommendations: list[Recommendation],
+    performance: dict,
+) -> str:
+    """用 LLM 生成简短的策略解释，不参与硬性交易决策。"""
+    from app.llm.client import chat_completion
+
+    rec_lines = "\n".join(
+        f"- {r.name}({r.ts_code}) {r.action_plan} {r.entry_signal_type} "
+        f"评分{r.score} 仓位{r.suggested_position_pct}% 触发: {r.trigger_condition}"
+        for r in recommendations[:8]
+    ) or "暂无推荐"
+
+    user_msg = f"""请基于以下系统数据，生成一段今日A股策略作战说明，要求：
+1. 明确区分市场事实、策略推断和风险约束；
+2. 不要承诺收益，不要给绝对化买卖结论；
+3. 最多220字，中文。
+
+市场状态: {board.market_regime}
+风险等级: {board.risk_level}
+操作倾向: {board.action_bias}
+仓位建议: {board.position_suggestion}
+推荐策略: {board.recommended_mode}
+历史跟踪: 胜率{performance.get('win_rate', 0)}%, 平均收益{performance.get('avg_return', 0)}%
+
+推荐摘要:
+{rec_lines}
+"""
+
+    resp = await chat_completion([
+        {"role": "system", "content": "你是一位谨慎的A股交易研究助手，擅长把量化结果转成可执行但有风险边界的策略说明。"},
+        {"role": "user", "content": user_msg},
+    ])
+    return resp.content.strip() if resp and resp.content else ""

backend/app/llm/strategy_iteration.py

@@ -0,0 +1,286 @@
+"""策略复盘迭代 Agent
+
+基于推荐生命周期表现，输出可审查的策略调整建议。
+不直接修改策略参数，只给出建议和证据。
+"""
+
+import json
+import logging
+from collections import defaultdict
+from datetime import datetime
+
+from app.config import settings
+
+logger = logging.getLogger(__name__)
+
+
+async def build_strategy_iteration_report(limit: int = 50, include_llm: bool = False) -> dict:
+    rows = await _load_recent_tracking(limit)
+    rule_report = _build_rule_report(rows)
+
+    if include_llm and settings.deepseek_api_key and rows:
+        ai_text = await _generate_ai_iteration(rule_report, rows)
+        if ai_text:
+            rule_report["ai_analysis"] = ai_text
+            rule_report["generated_by"] = "rules+llm"
+
+    return rule_report
+
+
+async def _load_recent_tracking(limit: int) -> list[dict]:
+    from sqlalchemy import text
+    from app.db.database import get_db
+
+    async with get_db() as db:
+        rec_columns = await _get_table_columns(db, "recommendations")
+        tracking_columns = await _get_table_columns(db, "recommendation_tracking")
+        r_action_plan = _column_or_default(rec_columns, "action_plan", "'观察'", "r")
+        r_position_score = _column_or_default(rec_columns, "position_score", "50", "r")
+        r_lifecycle_status = _column_or_default(rec_columns, "lifecycle_status", "'candidate'", "r")
+        t_max_return = _column_or_default(tracking_columns, "max_return_pct", "t.pct_from_entry", "t")
+        t_max_drawdown = _column_or_default(tracking_columns, "max_drawdown_pct", "t.pct_from_entry", "t")
+        t_days_since = _column_or_default(tracking_columns, "days_since_recommendation", "0", "t")
+        t_close_reason = _column_or_default(tracking_columns, "close_reason", "''", "t")
+        t_review_note = _column_or_default(tracking_columns, "review_note", "''", "t")
+
+        result = await db.execute(
+            text(
+                "SELECT r.id, r.ts_code, r.name, r.sector, r.strategy, r.entry_signal_type, "
+                f"{r_action_plan} AS action_plan, r.score, r.market_temp_score, r.sector_score, "
+                f"{r_position_score} AS position_score, {r_lifecycle_status} AS lifecycle_status, r.created_at, "
+                f"t.pct_from_entry, {t_max_return} AS max_return_pct, {t_max_drawdown} AS max_drawdown_pct, "
+                f"{t_days_since} AS days_since_recommendation, {t_close_reason} AS close_reason, "
+                f"{t_review_note} AS review_note, t.track_date "
+                "FROM recommendations r "
+                "LEFT JOIN ("
+                "  SELECT t.* FROM recommendation_tracking t "
+                "  INNER JOIN ("
+                "    SELECT recommendation_id, MAX(id) AS max_id "
+                "    FROM recommendation_tracking GROUP BY recommendation_id"
+                "  ) latest ON t.id = latest.max_id"
+                ") t ON t.recommendation_id = r.id "
+                "ORDER BY r.created_at DESC LIMIT :limit"
+            ),
+            {"limit": limit},
+        )
+        return [dict(row._mapping) for row in result.fetchall()]
+
+
+async def _get_table_columns(db, table_name: str) -> set[str]:
+    from sqlalchemy import text
+
+    result = await db.execute(text(f"PRAGMA table_info({table_name})"))
+    return {row._mapping["name"] for row in result.fetchall()}
+
+
+def _column_or_default(columns: set[str], column_name: str, default_sql: str, alias: str = "") -> str:
+    if column_name in columns:
+        return f"{alias}.{column_name}" if alias else column_name
+    return default_sql
+
+
+def _build_rule_report(rows: list[dict]) -> dict:
+    if not rows:
+        return {
+            "generated_at": datetime.now().isoformat(),
+            "sample_size": 0,
+            "summary": "暂无可复盘的推荐样本。",
+            "strategy_stats": [],
+            "signal_stats": [],
+            "failure_patterns": ["样本不足，先积累推荐生命周期数据。"],
+            "adjustment_suggestions": [],
+            "ai_analysis": "",
+            "generated_by": "rules",
+        }
+
+    tracked_rows = [r for r in rows if r.get("pct_from_entry") is not None]
+    strategy_stats = _group_stats(tracked_rows, "strategy")
+    signal_stats = _group_stats(tracked_rows, "entry_signal_type")
+    failure_patterns = _detect_failure_patterns(tracked_rows)
+    suggestions = _build_adjustment_suggestions(strategy_stats, signal_stats, failure_patterns, len(tracked_rows))
+
+    wins = sum(1 for r in tracked_rows if (r.get("pct_from_entry") or 0) > 0)
+    avg_return = _avg([r.get("pct_from_entry") for r in tracked_rows])
+    avg_drawdown = _avg([r.get("max_drawdown_pct") for r in tracked_rows])
+    win_rate = round(wins / len(tracked_rows) * 100, 1) if tracked_rows else 0
+
+    return {
+        "generated_at": datetime.now().isoformat(),
+        "sample_size": len(tracked_rows),
+        "summary": (
+            f"最近 {len(rows)} 条推荐中，{len(tracked_rows)} 条已有跟踪数据；"
+            f"胜率 {win_rate}%，平均收益 {avg_return}%，平均最大回撤 {avg_drawdown}%。"
+        ),
+        "strategy_stats": strategy_stats,
+        "signal_stats": signal_stats,
+        "failure_patterns": failure_patterns,
+        "adjustment_suggestions": suggestions,
+        "ai_analysis": "",
+        "generated_by": "rules",
+    }
+
+
+def _group_stats(rows: list[dict], key: str) -> list[dict]:
+    groups: dict[str, list[dict]] = defaultdict(list)
+    for row in rows:
+        groups[row.get(key) or "unknown"].append(row)
+
+    stats = []
+    for name, items in groups.items():
+        wins = sum(1 for r in items if (r.get("pct_from_entry") or 0) > 0)
+        hit_stop = sum(1 for r in items if r.get("close_reason") == "hit_stop_loss")
+        hit_target = sum(1 for r in items if r.get("close_reason") == "hit_target")
+        stats.append({
+            "name": name,
+            "count": len(items),
+            "win_rate": round(wins / len(items) * 100, 1) if items else 0,
+            "avg_return": _avg([r.get("pct_from_entry") for r in items]),
+            "avg_max_return": _avg([r.get("max_return_pct") for r in items]),
+            "avg_max_drawdown": _avg([r.get("max_drawdown_pct") for r in items]),
+            "hit_target": hit_target,
+            "hit_stop": hit_stop,
+        })
+
+    stats.sort(key=lambda x: (x["count"], x["avg_return"]), reverse=True)
+    return stats
+
+
+def _detect_failure_patterns(rows: list[dict]) -> list[str]:
+    patterns = []
+    if not rows:
+        return ["暂无跟踪样本。"]
+
+    weak_market_losses = [
+        r for r in rows
+        if (r.get("market_temp_score") or 0) < 45 and (r.get("pct_from_entry") or 0) < 0
+    ]
+    if len(weak_market_losses) >= 2:
+        patterns.append("弱势市场中仍有亏损推荐，低温环境下应进一步减少 BUY 或提高确认门槛。")
+
+    high_position_losses = [
+        r for r in rows
+        if (r.get("position_score") or 50) < 40 and (r.get("pct_from_entry") or 0) < 0
+    ]
+    if len(high_position_losses) >= 2:
+        patterns.append("位置安全分偏低的推荐亏损较多，追高惩罚需要增强。")
+
+    stop_losses = [r for r in rows if r.get("close_reason") == "hit_stop_loss"]
+    if len(stop_losses) >= 2:
+        patterns.append("触发止损样本偏多，需要复查止损位置和入场触发条件是否过宽。")
+
+    expired_flat = [
+        r for r in rows
+        if r.get("close_reason") in ("review_expired_flat", "review_expired_loss")
+    ]
+    if len(expired_flat) >= 3:
+        patterns.append("多只推荐到期未形成有效进攻，观察池转可操作的条件需要更严格。")
+
+    if not patterns:
+        patterns.append("暂无明显集中失败模式，继续积累样本并按策略分组观察。")
+    return patterns
+
+
+def _build_adjustment_suggestions(
+    strategy_stats: list[dict],
+    signal_stats: list[dict],
+    failure_patterns: list[str],
+    sample_size: int,
+) -> list[dict]:
+    suggestions = []
+
+    if sample_size < 10:
+        return [{
+            "target": "全局策略",
+            "action": "observe",
+            "reason": "跟踪样本少于10条，暂不建议调整参数。",
+            "confidence": "low",
+        }]
+
+    for stat in strategy_stats:
+        if stat["count"] >= 3 and stat["win_rate"] < 40 and stat["avg_return"] < 0:
+            suggestions.append({
+                "target": stat["name"],
+                "action": "tighten",
+                "reason": f"{stat['name']} 胜率{stat['win_rate']}%，平均收益{stat['avg_return']}%，建议提高买入门槛。",
+                "confidence": "medium",
+            })
+        elif stat["count"] >= 3 and stat["win_rate"] >= 60 and stat["avg_return"] > 1:
+            suggestions.append({
+                "target": stat["name"],
+                "action": "promote",
+                "reason": f"{stat['name']} 近期表现较好，可在相似市场环境下优先使用。",
+                "confidence": "medium",
+            })
+
+    for stat in signal_stats:
+        if stat["count"] >= 3 and stat["avg_max_drawdown"] < -5:
+            suggestions.append({
+                "target": stat["name"],
+                "action": "reduce",
+                "reason": f"{stat['name']} 平均最大回撤{stat['avg_max_drawdown']}%，建议降低排序权重或增加位置过滤。",
+                "confidence": "medium",
+            })
+
+    if any("弱势市场" in p for p in failure_patterns):
+        suggestions.append({
+            "target": "defensive_watch",
+            "action": "tighten",
+            "reason": "弱势市场亏损样本集中，防守策略下应只保留观察池，减少 BUY。",
+            "confidence": "high",
+        })
+
+    if not suggestions:
+        suggestions.append({
+            "target": "全局策略",
+            "action": "keep",
+            "reason": "当前样本未显示需要立即调整的集中问题。",
+            "confidence": "medium",
+        })
+
+    return suggestions[:6]
+
+
+async def _generate_ai_iteration(rule_report: dict, rows: list[dict]) -> str:
+    from app.llm.client import chat_completion
+
+    sample = [
+        {
+            "name": r.get("name"),
+            "strategy": r.get("strategy"),
+            "signal": r.get("entry_signal_type"),
+            "return": r.get("pct_from_entry"),
+            "max_return": r.get("max_return_pct"),
+            "drawdown": r.get("max_drawdown_pct"),
+            "reason": r.get("close_reason"),
+            "market_temp": r.get("market_temp_score"),
+            "position_score": r.get("position_score"),
+        }
+        for r in rows[:20]
+    ]
+
+    user_msg = f"""请基于以下推荐复盘数据，输出策略迭代建议。
+要求：
+1. 明确指出最该收紧、保留、加强的策略或信号；
+2. 只提出可执行调整建议，不要泛泛而谈；
+3. 不要承诺收益；
+4. 180字以内。
+
+规则复盘:
+{json.dumps(rule_report, ensure_ascii=False)}
+
+样本:
+{json.dumps(sample, ensure_ascii=False)}
+"""
+
+    resp = await chat_completion([
+        {"role": "system", "content": "你是一位A股策略复盘研究员，负责基于推荐结果提出保守、可验证的策略迭代建议。"},
+        {"role": "user", "content": user_msg},
+    ])
+    return resp.content.strip() if resp and resp.content else ""
+
+
+def _avg(values: list) -> float:
+    clean = [float(v) for v in values if v is not None]
+    if not clean:
+        return 0
+    return round(sum(clean) / len(clean), 2)

backend/app/llm/strategy_selector.py

@@ -0,0 +1,211 @@
+"""动态策略选择器
+
+在固定筛选引擎前增加一层“先选打法，再选股票”的策略决策。
+规则负责稳定分类，LLM 负责补充语义判断和操作建议。
+"""
+
+import json
+import logging
+
+from pydantic import BaseModel
+
+from app.config import settings
+from app.data.models import MarketTemperature, SectorInfo
+
+logger = logging.getLogger(__name__)
+
+
+class StrategyProfile(BaseModel):
+    strategy_id: str
+    name: str
+    description: str
+    entry_signal_priority: list[str]
+    score_weights: dict[str, float]
+    min_score: float
+    buy_threshold: float
+    max_position_pct: float
+    notes: list[str] = []
+    generated_by: str = "rules"
+
+
+async def select_strategy_profile(
+    market_temp: MarketTemperature | None,
+    hot_sectors: list[SectorInfo],
+    intraday: bool,
+) -> StrategyProfile:
+    profile = _select_rule_profile(market_temp, hot_sectors, intraday)
+
+    if settings.deepseek_api_key:
+        llm_profile = await _select_llm_profile(market_temp, hot_sectors, intraday, profile)
+        if llm_profile:
+            profile = llm_profile
+
+    return profile
+
+
+def _select_rule_profile(
+    market_temp: MarketTemperature | None,
+    hot_sectors: list[SectorInfo],
+    intraday: bool,
+) -> StrategyProfile:
+    temp = market_temp.temperature if market_temp else 0
+    early_count = sum(1 for s in hot_sectors[:5] if s.stage == "early")
+    late_count = sum(1 for s in hot_sectors[:5] if s.stage in ("late", "end"))
+
+    if temp >= 65 and early_count >= 1:
+        return StrategyProfile(
+            strategy_id="breakout_attack",
+            name="主线突破",
+            description="市场偏强，优先寻找主线板块内的突破和突破确认。",
+            entry_signal_priority=["breakout", "breakout_confirm", "launch", "pullback", "reversal"],
+            score_weights={"supply_demand": 0.45, "price_action": 0.35, "trend": 0.20},
+            min_score=62,
+            buy_threshold=66,
+            max_position_pct=30,
+            notes=["优先做主线早中期板块", "放量突破优先于回踩低吸"],
+        )
+
+    if temp >= 45 and late_count < 2:
+        return StrategyProfile(
+            strategy_id="pullback_rotation",
+            name="回踩轮动",
+            description="市场震荡分化，优先做回踩支撑和板块轮动中的低吸确认。",
+            entry_signal_priority=["pullback", "breakout_confirm", "launch", "breakout", "reversal"],
+            score_weights={"supply_demand": 0.40, "price_action": 0.30, "trend": 0.30},
+            min_score=60,
+            buy_threshold=63,
+            max_position_pct=20,
+            notes=["降低追高仓位", "更看重位置安全和回踩承接"],
+        )
+
+    if temp >= 30:
+        return StrategyProfile(
+            strategy_id="launch_probe",
+            name="启动试错",
+            description="市场偏弱，适合少量观察启动型和反转型机会，不做强追涨。",
+            entry_signal_priority=["launch", "reversal", "pullback", "breakout_confirm", "breakout"],
+            score_weights={"supply_demand": 0.35, "price_action": 0.35, "trend": 0.30},
+            min_score=58,
+            buy_threshold=61,
+            max_position_pct=10,
+            notes=["仅做小仓位试错", "突破型需要更强板块一致性才可介入"],
+        )
+
+    return StrategyProfile(
+        strategy_id="defensive_watch",
+        name="防守观察",
+        description="市场退潮，系统以观察池为主，不主动扩大出手。",
+        entry_signal_priority=["pullback", "launch", "reversal", "breakout_confirm", "breakout"],
+        score_weights={"supply_demand": 0.35, "price_action": 0.40, "trend": 0.25},
+        min_score=56,
+        buy_threshold=64,
+        max_position_pct=5,
+        notes=["原则上只保留观察池", "等待市场温度修复后再转入主动进攻"],
+    )
+
+
+async def _select_llm_profile(
+    market_temp: MarketTemperature | None,
+    hot_sectors: list[SectorInfo],
+    intraday: bool,
+    fallback: StrategyProfile,
+) -> StrategyProfile | None:
+    from app.llm.client import chat_completion
+
+    sector_text = "\n".join(
+        f"- {s.sector_name}: 涨幅{s.pct_change}%, 热度{s.heat_score}, 阶段{s.stage}, 涨停{s.limit_up_count}"
+        for s in hot_sectors[:5]
+    ) or "暂无板块数据"
+
+    user_msg = f"""你需要为今日A股环境选择一个短线策略模板。
+
+市场温度: {market_temp.temperature if market_temp else 0}
+上涨家数: {market_temp.up_count if market_temp else 0}
+下跌家数: {market_temp.down_count if market_temp else 0}
+涨停数: {market_temp.limit_up_count if market_temp else 0}
+炸板率: {market_temp.broken_rate if market_temp else 0}
+盘中模式: {'是' if intraday else '否'}
+
+热门板块:
+{sector_text}
+
+规则候选策略:
+- breakout_attack: 主线突破
+- pullback_rotation: 回踩轮动
+- launch_probe: 启动试错
+- defensive_watch: 防守观察
+
+请输出 JSON，格式:
+{{
+  "strategy_id": "上面四选一",
+  "notes": ["两条以内理由"],
+  "buy_threshold_delta": -3到3之间的整数
+}}
+"""
+
+    resp = await chat_completion([
+        {"role": "system", "content": "你是一位A股短线策略研究员，只能在给定策略模板中选择，不要发明新策略。回复必须是 JSON。"},
+        {"role": "user", "content": user_msg},
+    ])
+    if not resp or not resp.content:
+        return None
+
+    try:
+        data = json.loads(resp.content)
+        strategy_id = data.get("strategy_id")
+        if strategy_id not in {"breakout_attack", "pullback_rotation", "launch_probe", "defensive_watch"}:
+            return None
+        selected = _select_rule_profile(market_temp, hot_sectors, intraday)
+        if selected.strategy_id != strategy_id:
+            selected = {
+                "breakout_attack": StrategyProfile(
+                    strategy_id="breakout_attack",
+                    name="主线突破",
+                    description="市场偏强，优先寻找主线板块内的突破和突破确认。",
+                    entry_signal_priority=["breakout", "breakout_confirm", "launch", "pullback", "reversal"],
+                    score_weights={"supply_demand": 0.45, "price_action": 0.35, "trend": 0.20},
+                    min_score=62,
+                    buy_threshold=66,
+                    max_position_pct=30,
+                ),
+                "pullback_rotation": StrategyProfile(
+                    strategy_id="pullback_rotation",
+                    name="回踩轮动",
+                    description="市场震荡分化，优先做回踩支撑和板块轮动中的低吸确认。",
+                    entry_signal_priority=["pullback", "breakout_confirm", "launch", "breakout", "reversal"],
+                    score_weights={"supply_demand": 0.40, "price_action": 0.30, "trend": 0.30},
+                    min_score=60,
+                    buy_threshold=63,
+                    max_position_pct=20,
+                ),
+                "launch_probe": StrategyProfile(
+                    strategy_id="launch_probe",
+                    name="启动试错",
+                    description="市场偏弱，适合少量观察启动型和反转型机会，不做强追涨。",
+                    entry_signal_priority=["launch", "reversal", "pullback", "breakout_confirm", "breakout"],
+                    score_weights={"supply_demand": 0.35, "price_action": 0.35, "trend": 0.30},
+                    min_score=58,
+                    buy_threshold=61,
+                    max_position_pct=10,
+                ),
+                "defensive_watch": StrategyProfile(
+                    strategy_id="defensive_watch",
+                    name="防守观察",
+                    description="市场退潮，系统以观察池为主，不主动扩大出手。",
+                    entry_signal_priority=["pullback", "launch", "reversal", "breakout_confirm", "breakout"],
+                    score_weights={"supply_demand": 0.35, "price_action": 0.40, "trend": 0.25},
+                    min_score=56,
+                    buy_threshold=64,
+                    max_position_pct=5,
+                ),
+            }[strategy_id]
+
+        delta = int(data.get("buy_threshold_delta", 0))
+        delta = max(-3, min(3, delta))
+        selected.buy_threshold += delta
+        selected.notes.extend(data.get("notes", [])[:2])
+        selected.generated_by = "rules+llm"
+        return selected
+    except Exception as e:
+        logger.debug(f"LLM 策略选择解析失败: {e}")
+        return fallback

backend/app/llm/tool_executor.py

@@ -9,16 +9,27 @@ import math
 
 logger = logging.getLogger(__name__)
 
+_chat_user_context: dict | None = None
+
+
+def set_chat_user_context(user: dict | None) -> None:
+    global _chat_user_context
+    _chat_user_context = user
+
 
 async def execute_tool(name: str, arguments: dict) -> str:
     """执行工具调用，返回 JSON 字符串"""
     try:
-        if name == "get_market_temperature":
+        if name == "get_strategy_board":
+            return await _get_strategy_board()
+        elif name == "get_market_temperature":
             return await _get_market_temperature()
         elif name == "get_hot_sectors":
             return await _get_hot_sectors(arguments.get("limit", 10))
         elif name == "get_latest_recommendations":
             return await _get_latest_recommendations()
+        elif name == "get_user_watchlist_snapshot":
+            return await _get_user_watchlist_snapshot()
         elif name == "get_stock_kline":
             return await _get_stock_kline(
                 arguments["ts_code"], arguments.get("days", 60)
@@ -53,6 +64,28 @@ def _clean_for_json(obj):
     return obj
 
 
+async def _get_strategy_board() -> str:
+    from app.llm.strategy_board import build_strategy_board
+
+    board = await build_strategy_board(include_llm=False)
+    payload = {
+        "trade_date": board.get("trade_date", ""),
+        "market_regime": board.get("market_regime", ""),
+        "risk_level": board.get("risk_level", ""),
+        "action_bias": board.get("action_bias", ""),
+        "position_suggestion": board.get("position_suggestion", ""),
+        "summary": board.get("summary", ""),
+        "recommended_mode": board.get("recommended_mode", ""),
+        "watch_sectors": board.get("watch_sectors", [])[:5],
+        "strategy_focus": board.get("strategy_focus", [])[:4],
+        "avoid_rules": board.get("avoid_rules", [])[:4],
+        "iteration_notes": board.get("iteration_notes", [])[:3],
+        "metrics": board.get("metrics", {}),
+        "generated_by": board.get("generated_by", "rules"),
+    }
+    return json.dumps(_clean_for_json(payload), ensure_ascii=False, default=str)
+
+
 async def _get_market_temperature() -> str:
     from app.engine.recommender import get_latest_recommendations
     result = await get_latest_recommendations()
@@ -73,10 +106,64 @@ async def _get_latest_recommendations() -> str:
     from app.engine.recommender import get_latest_recommendations
     result = await get_latest_recommendations()
     recs = result.get("recommendations", [])
-    data = [r.model_dump(exclude={"created_at"}) for r in recs]
+    data = []
+    for rec in recs:
+        item = rec.model_dump(exclude={"created_at"})
+        item["llm_analysis"] = ""
+        data.append(item)
     return json.dumps(data, ensure_ascii=False, default=str)
 
 
+async def _get_user_watchlist_snapshot() -> str:
+    from sqlalchemy import text
+    from app.db.database import get_db
+
+    user_id = (_chat_user_context or {}).get("id")
+    if not user_id:
+        return json.dumps({"error": "当前会话缺少用户上下文"}, ensure_ascii=False)
+
+    async with get_db() as db:
+        rows = (await db.execute(
+            text(
+                "SELECT w.id, w.ts_code, w.name, w.note, w.watch_group, w.cost_price, w.updated_at, "
+                "a.conclusion, a.advice, a.trigger_condition, a.risk_note, a.summary, "
+                "a.analysis_mode, a.created_at AS analysis_created_at "
+                "FROM user_watchlists w "
+                "LEFT JOIN watchlist_analyses a ON a.id = ("
+                "  SELECT id FROM watchlist_analyses "
+                "  WHERE watchlist_id = w.id ORDER BY created_at DESC, id DESC LIMIT 1"
+                ") "
+                "WHERE w.user_id = :uid AND COALESCE(w.is_active, 1) = 1 "
+                "ORDER BY CASE w.watch_group "
+                "  WHEN 'focus' THEN 1 "
+                "  WHEN 'candidate' THEN 2 "
+                "  WHEN 'holding' THEN 3 "
+                "  ELSE 4 END, w.updated_at DESC, w.id DESC"
+            ),
+            {"uid": user_id},
+        )).fetchall()
+
+    items = [dict(row._mapping) for row in rows]
+    grouped = {"focus": 0, "candidate": 0, "holding": 0, "observe": 0}
+    for item in items:
+        key = item.get("watch_group") or "observe"
+        if key in grouped:
+            grouped[key] += 1
+
+    actionable = [
+        item for item in items
+        if item.get("conclusion") in {"可操作", "重点关注"}
+    ][:8]
+
+    payload = {
+        "count": len(items),
+        "group_counts": grouped,
+        "high_priority": actionable,
+        "items": items[:20],
+    }
+    return json.dumps(_clean_for_json(payload), ensure_ascii=False, default=str)
+
+
 async def _get_stock_kline(ts_code: str, days: int) -> str:
     from app.data.tushare_client import tushare_client
     from app.analysis.technical import add_all_indicators

backend/app/llm/tools.py

@@ -4,6 +4,18 @@
 """
 
 CHAT_TOOLS = [
+    {
+        "type": "function",
+        "function": {
+            "name": "get_strategy_board",
+            "description": "获取今日作战结论，包括市场状态、今日打法、建议仓位、重点板块和规避规则",
+            "parameters": {
+                "type": "object",
+                "properties": {},
+                "required": [],
+            },
+        },
+    },
     {
         "type": "function",
         "function": {
@@ -45,6 +57,18 @@ CHAT_TOOLS = [
             },
         },
     },
+    {
+        "type": "function",
+        "function": {
+            "name": "get_user_watchlist_snapshot",
+            "description": "获取当前用户自选股概览，包括分组、最新结论、建议、触发条件和摘要",
+            "parameters": {
+                "type": "object",
+                "properties": {},
+                "required": [],
+            },
+        },
+    },
     {
         "type": "function",
         "function": {

backend/app/main.py

@@ -8,7 +8,7 @@ from fastapi.middleware.cors import CORSMiddleware
 from app.config import settings
 from app.db.database import init_db
 from app.engine.scheduler import start_scheduler, stop_scheduler
-from app.api import market, sectors, recommendations, stocks, websocket, chat, auth, debug
+from app.api import market, sectors, recommendations, stocks, watchlists, websocket, chat, auth, debug
 
 logging.basicConfig(
     level=logging.DEBUG if settings.debug else logging.INFO,
@@ -78,6 +78,7 @@ app.include_router(market.router)
 app.include_router(sectors.router)
 app.include_router(recommendations.router)
 app.include_router(stocks.router)
+app.include_router(watchlists.router)
 app.include_router(chat.router)
 app.include_router(auth.router)
 app.include_router(debug.router)

frontend/.next/app-build-manifest.json

@@ -1,5 +1,11 @@
 {
   "pages": {
+    "/layout": [
+      "static/chunks/webpack.js",
+      "static/chunks/main-app.js",
+      "static/css/app/layout.css",
+      "static/chunks/app/layout.js"
+    ],
     "/(auth)/dashboard/page": [
       "static/chunks/webpack.js",
       "static/chunks/main-app.js",
@@ -10,22 +16,61 @@
       "static/chunks/main-app.js",
       "static/chunks/app/(auth)/layout.js"
     ],
-    "/layout": [
-      "static/chunks/webpack.js",
-      "static/chunks/main-app.js",
-      "static/css/app/layout.css",
-      "static/chunks/app/layout.js"
-    ],
     "/(auth)/recommendations/page": [
       "static/chunks/webpack.js",
       "static/chunks/main-app.js",
       "static/chunks/app/(auth)/recommendations/page.js"
     ],
+    "/(public)/layout": [
+      "static/chunks/webpack.js",
+      "static/chunks/main-app.js",
+      "static/chunks/app/(public)/layout.js"
+    ],
+    "/(auth)/strategy/page": [
+      "static/chunks/webpack.js",
+      "static/chunks/main-app.js",
+      "static/chunks/app/(auth)/strategy/page.js"
+    ],
+    "/(auth)/sectors/page": [
+      "static/chunks/webpack.js",
+      "static/chunks/main-app.js",
+      "static/chunks/app/(auth)/sectors/page.js"
+    ],
+    "/(auth)/diagnose/page": [
+      "static/chunks/webpack.js",
+      "static/chunks/main-app.js",
+      "static/chunks/app/(auth)/diagnose/page.js"
+    ],
+    "/(auth)/stock/[code]/page": [
+      "static/chunks/webpack.js",
+      "static/chunks/main-app.js",
+      "static/chunks/app/(auth)/stock/[code]/page.js"
+    ],
     "/(auth)/settings/page": [
       "static/chunks/webpack.js",
       "static/chunks/main-app.js",
       "static/chunks/app/(auth)/settings/page.js"
     ],
+    "/(auth)/watchlists/page": [
+      "static/chunks/webpack.js",
+      "static/chunks/main-app.js",
+      "static/chunks/app/(auth)/watchlists/page.js"
+    ],
+    "/(public)/login/page": [
+      "static/chunks/webpack.js",
+      "static/chunks/main-app.js",
+      "static/chunks/app/(public)/login/page.js"
+    ],
+    "/(auth)/chat/page": [
+      "static/chunks/webpack.js",
+      "static/chunks/main-app.js",
+      "static/chunks/app/(auth)/chat/page.js"
+    ],
+    "/(public)/page": [
+      "static/chunks/webpack.js",
+      "static/chunks/main-app.js",
+      "static/chunks/app/(public)/page.js"
+    ],
     "/_not-found/page": [
       "static/chunks/webpack.js",
       "static/chunks/main-app.js",

frontend/.next/build-manifest.json

@@ -2,7 +2,9 @@
   "polyfillFiles": [
     "static/chunks/polyfills.js"
   ],
-  "devFiles": [],
+  "devFiles": [
+    "static/chunks/react-refresh.js"
+  ],
   "ampDevFiles": [],
   "lowPriorityFiles": [
     "static/development/_buildManifest.js",
@@ -13,7 +15,16 @@
     "static/chunks/main-app.js"
   ],
   "pages": {
-    "/_app": []
+    "/_app": [
+      "static/chunks/webpack.js",
+      "static/chunks/main.js",
+      "static/chunks/pages/_app.js"
+    ],
+    "/_error": [
+      "static/chunks/webpack.js",
+      "static/chunks/main.js",
+      "static/chunks/pages/_error.js"
+    ]
   },
   "ampFirstPages": []
 }

frontend/.next/react-loadable-manifest.json

@@ -1 +1,20 @@
-{}
+{
+  "app/(auth)/sectors/page.tsx -> echarts": {
+    "id": "app/(auth)/sectors/page.tsx -> echarts",
+    "files": [
+      "static/chunks/_app-pages-browser_node_modules_echarts_index_js.js"
+    ]
+  },
+  "components/capital-flow.tsx -> echarts": {
+    "id": "components/capital-flow.tsx -> echarts",
+    "files": [
+      "static/chunks/_app-pages-browser_node_modules_echarts_index_js.js"
+    ]
+  },
+  "components/kline-chart.tsx -> echarts": {
+    "id": "components/kline-chart.tsx -> echarts",
+    "files": [
+      "static/chunks/_app-pages-browser_node_modules_echarts_index_js.js"
+    ]
+  }
+}

frontend/.next/server/app-paths-manifest.json

@@ -1,6 +1,8 @@
 {
   "/_not-found/page": "app/_not-found/page.js",
   "/(auth)/dashboard/page": "app/(auth)/dashboard/page.js",
-  "/(auth)/recommendations/page": "app/(auth)/recommendations/page.js",
-  "/(auth)/settings/page": "app/(auth)/settings/page.js"
+  "/(auth)/stock/[code]/page": "app/(auth)/stock/[code]/page.js",
+  "/(auth)/chat/page": "app/(auth)/chat/page.js",
+  "/(public)/login/page": "app/(public)/login/page.js",
+  "/(public)/page": "app/(public)/page.js"
 }

frontend/.next/server/interception-route-rewrite-manifest.js

@@ -1 +1 @@
-self.__INTERCEPTION_ROUTE_REWRITE_MANIFEST="[]";
+self.__INTERCEPTION_ROUTE_REWRITE_MANIFEST="[]"

frontend/.next/server/middleware-build-manifest.js

@@ -2,7 +2,9 @@ self.__BUILD_MANIFEST = {
   "polyfillFiles": [
     "static/chunks/polyfills.js"
   ],
-  "devFiles": [],
+  "devFiles": [
+    "static/chunks/react-refresh.js"
+  ],
   "ampDevFiles": [],
   "lowPriorityFiles": [],
   "rootMainFiles": [
@@ -10,7 +12,16 @@ self.__BUILD_MANIFEST = {
     "static/chunks/main-app.js"
   ],
   "pages": {
-    "/_app": []
+    "/_app": [
+      "static/chunks/webpack.js",
+      "static/chunks/main.js",
+      "static/chunks/pages/_app.js"
+    ],
+    "/_error": [
+      "static/chunks/webpack.js",
+      "static/chunks/main.js",
+      "static/chunks/pages/_error.js"
+    ]
   },
   "ampFirstPages": []
 };

frontend/.next/server/middleware-react-loadable-manifest.js

@@ -1 +1 @@
-self.__REACT_LOADABLE_MANIFEST="{}"
+self.__REACT_LOADABLE_MANIFEST="{\"app/(auth)/sectors/page.tsx -> echarts\":{\"id\":\"app/(auth)/sectors/page.tsx -> echarts\",\"files\":[\"static/chunks/_app-pages-browser_node_modules_echarts_index_js.js\"]},\"components/capital-flow.tsx -> echarts\":{\"id\":\"components/capital-flow.tsx -> echarts\",\"files\":[\"static/chunks/_app-pages-browser_node_modules_echarts_index_js.js\"]},\"components/kline-chart.tsx -> echarts\":{\"id\":\"components/kline-chart.tsx -> echarts\",\"files\":[\"static/chunks/_app-pages-browser_node_modules_echarts_index_js.js\"]}}"

frontend/.next/server/pages-manifest.json

@@ -1 +1,5 @@
-{}
+{
+  "/_app": "pages/_app.js",
+  "/_error": "pages/_error.js",
+  "/_document": "pages/_document.js"
+}

frontend/.next/server/server-reference-manifest.json

@@ -1,5 +1,5 @@
 {
   "node": {},
   "edge": {},
-  "encryptionKey": "f4eykmt9lLjeIDNHjaA0ZKJupk05dXT0k2cBaExPwP8="
+  "encryptionKey": "5a77t1jXySke+j0Es8vduY/7S7yObSbYfKeh0OReITs="
 }

frontend/src/app/(auth)/chat/page.tsx

@@ -1,9 +1,9 @@
 "use client";
 
-import { useState, useRef, useEffect } from "react";
+import { useEffect, useRef, useState } from "react";
 import { useTheme } from "next-themes";
-import { streamChat, type ChatMessage } from "@/lib/api";
 import { formatMarkdown } from "@/lib/markdown";
+import { streamChat, type ChatMessage } from "@/lib/api";
 
 interface DisplayMessage {
   role: "user" | "assistant";
@@ -11,9 +11,25 @@ interface DisplayMessage {
 }
 
 const QUICK_QUESTIONS = [
-  "今日市场怎么样？",
-  "有哪些推荐股票？",
-  "哪些板块最热门？",
+  "结合今日作战结论，告诉我今天应该重点看什么。",
+  "把当前推荐池分成可操作、重点关注和仅观察三层讲给我。",
+  "看看我的自选股里哪些需要明天优先盯盘。",
+  "如果今天只允许做一个方向，你建议我盯哪个主线，为什么？",
+];
+
+const CHAT_SCENES = [
+  {
+    title: "问今日打法",
+    description: "把今日结论翻译成人话，说明现在该进攻、试错还是防守。",
+  },
+  {
+    title: "问推荐池",
+    description: "追问某只推荐股为什么进池、什么条件下能看、什么条件下放弃。",
+  },
+  {
+    title: "问自选股",
+    description: "围绕你自己的观察池、候选池和持仓池做连续追问。",
+  },
 ];
 
 export default function ChatPage() {
@@ -37,42 +53,41 @@ export default function ChatPage() {
   }, [messages, status]);
 
   const sendMessage = async (text: string) => {
-    if (!text.trim() || streaming) return;
+    const content = text.trim();
+    if (!content || streaming) return;
 
-    const userMsg: DisplayMessage = { role: "user", content: text.trim() };
+    const userMsg: DisplayMessage = { role: "user", content };
     const newMessages = [...messages, userMsg];
-    setMessages(newMessages);
+
+    setMessages([...newMessages, { role: "assistant", content: "" }]);
     setInput("");
     setStreaming(true);
     setStatus("");
 
-    // Add empty assistant message for streaming
-    setMessages([...newMessages, { role: "assistant", content: "" }]);
-
     try {
-      const chatMessages: ChatMessage[] = newMessages.map((m) => ({
-        role: m.role,
-        content: m.content,
+      const chatMessages: ChatMessage[] = newMessages.map((message) => ({
+        role: message.role,
+        content: message.content,
       }));
 
       let fullContent = "";
       for await (const event of streamChat(chatMessages)) {
         if (event.type === "status") {
           setStatus(event.content);
-        } else if (event.type === "content") {
-          fullContent += event.content;
-          setMessages([
-            ...newMessages,
-            { role: "assistant", content: fullContent },
-          ]);
-          setStatus("");
+          continue;
         }
+
+        fullContent += event.content;
+        setMessages([
+          ...newMessages,
+          { role: "assistant", content: fullContent },
+        ]);
       }
-    } catch (e) {
-      console.error("Chat error:", e);
+    } catch (error) {
+      console.error("Chat error:", error);
       setMessages([
         ...newMessages,
-        { role: "assistant", content: "连接失败，请检查网络后重试。" },
+        { role: "assistant", content: "连接失败，暂时无法读取作战数据，请稍后重试。" },
       ]);
     } finally {
       setStreaming(false);
@@ -80,140 +95,177 @@ export default function ChatPage() {
     }
   };
 
-  const handleKeyDown = (e: React.KeyboardEvent) => {
-    if (e.key === "Enter" && !e.shiftKey) {
-      e.preventDefault();
+  const handleKeyDown = (event: React.KeyboardEvent<HTMLTextAreaElement>) => {
+    if (event.key === "Enter" && !event.shiftKey) {
+      event.preventDefault();
       sendMessage(input);
     }
   };
 
   return (
-    <div className="max-w-3xl mx-auto flex flex-col h-[100dvh] pb-20 md:pb-10">
-      {/* Header */}
-      <div className="flex-shrink-0 flex items-center justify-between px-4 sm:px-5 py-3.5 border-b border-border-subtle bg-bg-primary/80 backdrop-blur-xl">
-        <div className="flex items-center gap-3">
-          <div className="w-7 h-7 rounded-lg bg-gradient-to-br from-accent-cyan/30 to-accent-cyan/10 flex items-center justify-center border border-accent-cyan/20">
-            <svg width="14" height="14" viewBox="0 0 24 24" fill="none" stroke="currentColor" strokeWidth="1.8" className="text-accent-cyan/70">
-              <path d="M21 15a2 2 0 0 1-2 2H7l-4 4V5a2 2 0 0 1 2-2h14a2 2 0 0 1 2 2z" />
-            </svg>
-          </div>
-          <div>
-            <h1 className="text-sm font-semibold">AI 投资顾问</h1>
-            <p className="text-xs text-text-muted">
-              基于实时市场数据的智能问答
-            </p>
-          </div>
-        </div>
-        {messages.length > 0 && (
-          <button
-            onClick={() => setMessages([])}
-            className="text-xs text-text-muted hover:text-text-primary px-3 py-1.5 rounded-lg hover:bg-surface-3 transition-all duration-200"
-          >
-            清空对话
-          </button>
-        )}
-      </div>
-
-      {/* Messages */}
-      <div ref={scrollRef} className="flex-1 overflow-y-auto px-4 sm:px-5 py-4 sm:py-5 space-y-4">
-        {messages.length === 0 ? (
-          <div className="flex flex-col items-center justify-center h-full text-center animate-fade-in-up">
-            <div className="w-14 h-14 rounded-2xl bg-gradient-to-br from-accent-cyan/15 to-accent-cyan/5 flex items-center justify-center mb-5 border border-accent-cyan/10">
-              <svg width="24" height="24" viewBox="0 0 24 24" fill="none" stroke="currentColor" strokeWidth="1.5" className="text-accent-cyan/50">
-                <path d="M21 15a2 2 0 0 1-2 2H7l-4 4V5a2 2 0 0 1 2-2h14a2 2 0 0 1 2 2z" />
-              </svg>
+    <div className="mx-auto flex h-[100dvh] max-w-7xl flex-col px-4 pb-20 pt-6 md:px-8 md:pb-10">
+      <div className="grid min-h-0 flex-1 gap-5 xl:grid-cols-[320px_minmax(0,1fr)]">
+        <aside className="hidden xl:flex xl:flex-col xl:gap-4">
+          <div className="glass-card-static p-5 animate-fade-in-up">
+            <div className="text-[10px] font-semibold uppercase tracking-[0.22em] text-cyan-400">
+              Combat Chat
             </div>
-            <h2 className="text-sm font-semibold mb-1.5">有什么想了解的？</h2>
-            <p className="text-xs text-text-muted mb-8 max-w-[240px] leading-relaxed">
-              我可以查询市场数据，分析个股走势，解读板块热度
+            <h1 className="mt-2 text-xl font-bold tracking-tight">AI 作战问答</h1>
+            <p className="mt-2 text-sm leading-7 text-text-secondary">
+              这里的价值不在聊天，而在于把今日作战结论、推荐池和你的自选股串起来，支持继续追问。
             </p>
-            <div className="flex flex-col gap-2 w-full max-w-[280px]">
-              {QUICK_QUESTIONS.map((q) => (
-                <button
-                  key={q}
-                  onClick={() => sendMessage(q)}
-                  className="text-xs px-4 py-2.5 bg-surface-2 rounded-xl text-text-secondary hover:text-text-primary hover:bg-surface-4 transition-all duration-200 border border-border-subtle text-left"
-                >
-                  {q}
-                </button>
+          </div>
+
+          <div className="glass-card-static p-5 animate-fade-in-up">
+            <div className="text-[10px] font-semibold uppercase tracking-[0.22em] text-amber-400">
+              适合拿来问
+            </div>
+            <div className="mt-4 space-y-3">
+              {CHAT_SCENES.map((scene) => (
+                <div key={scene.title} className="rounded-2xl border border-border-subtle bg-surface-1/70 px-4 py-3">
+                  <div className="text-sm font-semibold text-text-primary">{scene.title}</div>
+                  <div className="mt-1 text-xs leading-6 text-text-secondary">{scene.description}</div>
+                </div>
               ))}
             </div>
           </div>
-        ) : (
-          <>
-            {messages.map((msg, i) => (
-              <div
-                key={i}
-                className={`flex ${msg.role === "user" ? "justify-end" : "justify-start"} animate-fade-in-up`}
+
+          <div className="glass-card-static p-5 animate-fade-in-up">
+            <div className="text-[10px] font-semibold uppercase tracking-[0.22em] text-text-muted">
+              使用原则
+            </div>
+            <div className="mt-3 space-y-2 text-xs leading-6 text-text-secondary">
+              <p>优先问系统已经有的数据和结论，不要把它当成泛财经陪聊。</p>
+              <p>连续追问同一只股票或同一条主线，比重新开一个宽泛问题更有效。</p>
+              <p>它会读取你的自选股上下文，所以很适合问“我该先看哪几只”。</p>
+            </div>
+          </div>
+        </aside>
+
+        <section className="glass-card-static flex min-h-0 flex-col overflow-hidden">
+          <div className="flex items-center justify-between border-b border-border-subtle px-4 py-3.5 sm:px-5">
+            <div className="flex items-center gap-3">
+              <div className="flex h-8 w-8 items-center justify-center rounded-xl border border-cyan-400/15 bg-gradient-to-br from-cyan-400/15 to-cyan-400/5">
+                <svg width="16" height="16" viewBox="0 0 24 24" fill="none" stroke="currentColor" strokeWidth="1.7" className="text-cyan-300/80">
+                  <path d="M21 11.5a8.38 8.38 0 01-.9 3.8 8.5 8.5 0 01-7.6 4.7 8.38 8.38 0 01-3.8-.9L3 21l1.9-5.7a8.38 8.38 0 01-.9-3.8 8.5 8.5 0 014.7-7.6 8.38 8.38 0 013.8-.9h.5a8.48 8.48 0 018 8v.5z" />
+                </svg>
+              </div>
+              <div>
+                <h2 className="text-sm font-semibold">围绕作战结果继续追问</h2>
+                <p className="text-xs text-text-muted">
+                  今日作战 / 推荐池 / 自选股 / 主线板块
+                </p>
+              </div>
+            </div>
+
+            {messages.length > 0 ? (
+              <button
+                onClick={() => setMessages([])}
+                className="rounded-lg px-3 py-1.5 text-xs text-text-muted transition-all duration-200 hover:bg-surface-3 hover:text-text-primary"
               >
-                <div
-                  className={`max-w-[85%] rounded-2xl px-4 py-2.5 text-[13px] leading-relaxed ${
-                    msg.role === "user"
-                      ? "bg-gradient-to-r from-orange-500/20 to-amber-500/15 text-orange-100 border border-orange-500/10"
-                      : "glass-card-static"
-                  }`}
-                >
-                  {msg.role === "assistant" ? (
-                    msg.content ? (
-                      <div
-                        className={`prose ${theme !== "light" ? "prose-invert" : ""} prose-sm max-w-none [&_p]:my-1 [&_ul]:my-1 [&_li]:my-0.5 [&_strong]:${theme !== "light" ? "text-orange-300" : "text-orange-700"}`}
-                        dangerouslySetInnerHTML={{
-                          __html: formatMarkdown(msg.content),
-                        }}
-                      />
-                    ) : (
-                      <span className="text-text-muted/50 text-xs">
-                        {status || "思考中..."}
-                      </span>
-                    )
-                  ) : (
-                    <span>{msg.content}</span>
-                  )}
-                  {streaming && i === messages.length - 1 && msg.role === "assistant" && msg.content && (
-                    <span className="inline-block w-1.5 h-4 bg-accent-cyan/60 ml-0.5 animate-pulse rounded-full" />
-                  )}
+                清空
+              </button>
+            ) : null}
+          </div>
+
+          <div ref={scrollRef} className="flex-1 overflow-y-auto px-4 py-4 sm:px-5 sm:py-5">
+            {messages.length === 0 ? (
+              <div className="flex h-full flex-col justify-center">
+                <div className="mx-auto max-w-2xl text-center animate-fade-in-up">
+                  <div className="mx-auto mb-5 flex h-16 w-16 items-center justify-center rounded-[20px] border border-cyan-400/10 bg-gradient-to-br from-cyan-400/12 to-transparent">
+                    <svg width="28" height="28" viewBox="0 0 24 24" fill="none" stroke="currentColor" strokeWidth="1.5" className="text-cyan-300/60">
+                      <path d="M21 11.5a8.38 8.38 0 01-.9 3.8 8.5 8.5 0 01-7.6 4.7 8.38 8.38 0 01-3.8-.9L3 21l1.9-5.7a8.38 8.38 0 01-.9-3.8 8.5 8.5 0 014.7-7.6 8.38 8.38 0 013.8-.9h.5a8.48 8.48 0 018 8v.5z" />
+                    </svg>
+                  </div>
+                  <h3 className="text-lg font-semibold">先用它来拆解系统已经给出的结论</h3>
+                  <p className="mx-auto mt-2 max-w-xl text-sm leading-7 text-text-secondary">
+                    这不是泛用 AI 问答框。更好的用法是直接追问今天该怎么打、推荐池为什么这样分层、你的自选股哪些该提级或降级。
+                  </p>
+                </div>
+
+                <div className="mx-auto mt-8 grid w-full max-w-3xl gap-3 md:grid-cols-2">
+                  {QUICK_QUESTIONS.map((question) => (
+                    <button
+                      key={question}
+                      onClick={() => sendMessage(question)}
+                      className="rounded-2xl border border-border-subtle bg-surface-1/70 px-4 py-4 text-left text-sm text-text-secondary transition-all duration-200 hover:border-cyan-400/20 hover:bg-surface-3 hover:text-text-primary"
+                    >
+                      {question}
+                    </button>
+                  ))}
                 </div>
               </div>
-            ))}
-            {/* Status indicator during tool calls */}
-            {streaming && status && messages[messages.length - 1]?.content && (
-              <div className="flex justify-start">
-                <div className="text-xs text-accent-cyan/50 flex items-center gap-2 px-3">
-                  <span className="inline-block w-2.5 h-2.5 border border-accent-cyan/30 border-t-accent-cyan/70 rounded-full animate-spin" />
-                  {status}
-                </div>
+            ) : (
+              <div className="space-y-4">
+                {messages.map((message, index) => (
+                  <div
+                    key={`${message.role}-${index}`}
+                    className={`flex ${message.role === "user" ? "justify-end" : "justify-start"} animate-fade-in-up`}
+                  >
+                    <div
+                      className={`max-w-[92%] rounded-2xl px-4 py-3 text-[13px] leading-relaxed sm:max-w-[82%] ${
+                        message.role === "user"
+                          ? "border border-amber-500/10 bg-gradient-to-r from-amber-500/20 to-orange-500/15 text-orange-100"
+                          : "border border-border-subtle bg-surface-1/80"
+                      }`}
+                    >
+                      {message.role === "assistant" ? (
+                        message.content ? (
+                          <div
+                            className={`prose prose-sm max-w-none ${theme !== "light" ? "prose-invert" : ""} [&_p]:my-1.5 [&_ul]:my-2 [&_li]:my-0.5`}
+                            dangerouslySetInnerHTML={{ __html: formatMarkdown(message.content) }}
+                          />
+                        ) : (
+                          <span className="text-xs text-text-muted/60">{status || "读取作战上下文中..."}</span>
+                        )
+                      ) : (
+                        <span>{message.content}</span>
+                      )}
+                      {streaming && index === messages.length - 1 && message.role === "assistant" && message.content ? (
+                        <span className="ml-1 inline-block h-4 w-1.5 animate-pulse rounded-full bg-accent-cyan/60" />
+                      ) : null}
+                    </div>
+                  </div>
+                ))}
+
+                {streaming && status && messages[messages.length - 1]?.content ? (
+                  <div className="flex justify-start">
+                    <div className="flex items-center gap-2 px-2 text-xs text-accent-cyan/60">
+                      <span className="inline-block h-2.5 w-2.5 animate-spin rounded-full border border-accent-cyan/30 border-t-accent-cyan/80" />
+                      {status}
+                    </div>
+                  </div>
+                ) : null}
               </div>
             )}
-          </>
-        )}
-      </div>
+          </div>
 
-      {/* Input */}
-      <div className="px-5 py-3 pb-[max(0.75rem,env(safe-area-inset-bottom))] md:pb-3 border-t border-border-subtle bg-bg-primary/80 backdrop-blur-xl">
-        <div className="flex items-end gap-2">
-          <textarea
-            ref={inputRef}
-            value={input}
-            onChange={(e) => setInput(e.target.value)}
-            onKeyDown={handleKeyDown}
-            placeholder="输入问题..."
-            rows={1}
-            className="flex-1 bg-surface-2 rounded-xl px-4 py-2.5 text-sm resize-none focus:outline-none focus:ring-1 focus:ring-accent-cyan/30 placeholder-text-muted/40 border border-border-subtle transition-all duration-200"
-            disabled={streaming}
-          />
-          <button
-            onClick={() => sendMessage(input)}
-            disabled={!input.trim() || streaming}
-            className="px-4 py-2.5 bg-gradient-to-r from-accent-cyan/20 to-accent-cyan/10 text-accent-cyan rounded-xl text-sm hover:from-accent-cyan/30 hover:to-accent-cyan/20 disabled:opacity-20 transition-all duration-200 shrink-0 border border-accent-cyan/10 font-medium"
-          >
-            发送
-          </button>
-        </div>
-        <div className="text-xs text-text-muted/30 text-center mt-2">
-          AI 分析仅供参考，不构成投资建议
-        </div>
+          <div className="border-t border-border-subtle bg-bg-primary/40 px-4 py-3 sm:px-5">
+            <div className="flex items-end gap-2">
+              <textarea
+                ref={inputRef}
+                value={input}
+                onChange={(event) => setInput(event.target.value)}
+                onKeyDown={handleKeyDown}
+                placeholder="比如：结合我的自选股和今日主线，明天我应该先看哪几只？"
+                rows={1}
+                disabled={streaming}
+                className="min-h-[46px] flex-1 resize-none rounded-2xl border border-border-subtle bg-surface-2 px-4 py-3 text-sm transition-all duration-200 placeholder:text-text-muted/40 focus:outline-none focus:ring-1 focus:ring-accent-cyan/30"
+              />
+              <button
+                onClick={() => sendMessage(input)}
+                disabled={!input.trim() || streaming}
+                className="shrink-0 rounded-2xl border border-accent-cyan/10 bg-gradient-to-r from-accent-cyan/20 to-accent-cyan/10 px-4 py-3 text-sm font-medium text-accent-cyan transition-all duration-200 hover:from-accent-cyan/30 hover:to-accent-cyan/20 disabled:opacity-30"
+              >
+                发送
+              </button>
+            </div>
+            <div className="mt-2 text-center text-xs text-text-muted/35">
+              这里只适合围绕系统数据追问，不适合作为无上下文的泛财经问答。
+            </div>
+          </div>
+        </section>
       </div>
     </div>
   );
 }
-

frontend/src/app/(auth)/dashboard/page.tsx

@@ -2,14 +2,12 @@
 
 import { useEffect, useState, useCallback, useRef } from "react";
 import { fetchAPI, postAPI } from "@/lib/api";
-import type { LatestResult, SectorData, IndexOverview, DailyReviewResponse } from "@/lib/api";
+import type { LatestResult, SectorData, IndexOverview, OpsStatusResponse, StrategyBoard } from "@/lib/api";
 import MarketTemp from "@/components/market-temp";
-import StockCard from "@/components/stock-card";
 import SectorHeatmap from "@/components/sector-heatmap";
 import { useWebSocket } from "@/hooks/use-websocket";
 import { useAuth } from "@/hooks/use-auth";
 import { ThemeToggle } from "@/components/theme-toggle";
-import { markdownToHtml } from "@/lib/markdown";
 
 interface ScanStatus {
   is_trading: boolean;
@@ -27,30 +25,28 @@ export default function DashboardPage() {
   const [loading, setLoading] = useState(true);
   const [refreshing, setRefreshing] = useState(false);
   const [refreshResult, setRefreshResult] = useState<string | null>(null);
-  const [llmEnabled, setLlmEnabled] = useState(false);
   const [indices, setIndices] = useState<IndexOverview[]>([]);
-  const [dailyReview, setDailyReview] = useState<string | null>(null);
-  const [generatingReview, setGeneratingReview] = useState(false);
+  const [strategyBoard, setStrategyBoard] = useState<StrategyBoard | null>(null);
+  const [opsStatus, setOpsStatus] = useState<OpsStatusResponse | null>(null);
+  const [opsRunning, setOpsRunning] = useState<string | null>(null);
   const scanTimeoutRef = useRef<ReturnType<typeof setTimeout> | null>(null);
 
   const loadData = useCallback(async () => {
     try {
-      const [latest, sectorData, status, health, overview, reviewData] = await Promise.all([
+      const [latest, sectorData, status, overview, board, ops] = await Promise.all([
         fetchAPI<LatestResult>("/api/recommendations/latest"),
         fetchAPI<SectorData[]>("/api/sectors/hot?limit=8"),
         fetchAPI<ScanStatus>("/api/recommendations/status"),
-        fetchAPI<{ llm_enabled: boolean }>("/api/health"),
         fetchAPI<IndexOverview[]>("/api/market/overview").catch(() => []),
-        fetchAPI<DailyReviewResponse>("/api/market/daily-review").catch(() => ({ reviews: [] })),
+        fetchAPI<StrategyBoard>("/api/market/strategy-board").catch(() => null),
+        fetchAPI<OpsStatusResponse>("/api/market/ops-status").catch(() => null),
       ]);
       setData(latest);
       setSectors(sectorData);
       setScanStatus(status);
-      setLlmEnabled(health.llm_enabled);
       setIndices(overview);
-      if (reviewData.reviews?.length > 0) {
-        setDailyReview(reviewData.reviews[0].content);
-      }
+      setStrategyBoard(board);
+      setOpsStatus(ops);
     } catch (e) {
       console.error("加载数据失败:", e);
     } finally {
@@ -124,6 +120,31 @@ export default function DashboardPage() {
     }
   };
 
+  const handleAdminAction = async (action: "update_tracking" | "generate_strategy_board" | "generate_strategy_iteration") => {
+    setOpsRunning(action);
+    setRefreshResult(null);
+    try {
+      if (action === "update_tracking") {
+        const result = await postAPI<{ tracked?: number; win_rate?: number; avg_return?: number }>("/api/recommendations/update-tracking");
+        setRefreshResult(`跟踪已更新，样本 ${result.tracked ?? 0}，胜率 ${(result.win_rate ?? 0).toFixed(1)}%`);
+      } else if (action === "generate_strategy_board") {
+        await postAPI("/api/market/generate-strategy-board");
+        setRefreshResult("策略板已生成");
+      } else {
+        await postAPI("/api/market/generate-strategy-iteration");
+        setRefreshResult("策略复盘已生成");
+      }
+      await loadData();
+      setTimeout(() => setRefreshResult(null), 5000);
+    } catch (error) {
+      console.error("管理员操作失败:", error);
+      setRefreshResult("管理员操作失败，请重试");
+      setTimeout(() => setRefreshResult(null), 5000);
+    } finally {
+      setOpsRunning(null);
+    }
+  };
+
   // 清理超时计时器
   useEffect(() => {
     return () => clearScanTimeout();
@@ -144,7 +165,7 @@ export default function DashboardPage() {
       {/* Header bar */}
       <div className="flex items-center justify-between animate-fade-in-up">
         <div>
-          <h1 className="text-lg font-bold md:hidden tracking-tight">Dragon AI Agent</h1>
+          <h1 className="text-lg font-bold tracking-tight">今日作战</h1>
           {scanStatus && (
             <p className="text-xs text-text-muted mt-1">
               {scanStatus.is_trading ? (
@@ -196,102 +217,290 @@ export default function DashboardPage() {
         </div>
       )}
 
-      {/* Market temp + Sector heatmap */}
-      <div className="grid grid-cols-1 md:grid-cols-2 gap-4">
-        <MarketTemp data={data?.market_temperature ?? null} indices={indices} />
-        <SectorHeatmap sectors={sectors} />
-      </div>
+      <MissionControl
+        board={strategyBoard}
+        recommendations={data?.recommendations ?? []}
+        sectors={sectors}
+        strategyProfile={data?.strategy_profile ?? null}
+      />
+
+      {opsStatus && (
+        user?.role === "admin" ? (
+          <OpsPanel
+            opsStatus={opsStatus}
+            isAdmin={true}
+            refreshing={refreshing}
+            onRefresh={handleRefresh}
+            opsRunning={opsRunning}
+            onAction={handleAdminAction}
+          />
+        ) : null
+      )}
 
-      {/* Daily Review */}
       <div className="animate-fade-in-up delay-100">
-        <div className="flex items-center justify-between mb-3">
-          <h2 className="text-xs font-semibold text-text-muted uppercase tracking-wider">
-            每日复盘
-          </h2>
-          {llmEnabled && (
-            <button
-              onClick={async () => {
-                setGeneratingReview(true);
-                setRefreshResult(null);
-                try {
-                  const res = await postAPI<{ status: string; content?: string; message?: string }>("/api/market/generate-review");
-                  if (res.status === "ok" && res.content) {
-                    setDailyReview(res.content);
-                  } else if (res.message) {
-                    setRefreshResult(res.message);
-                  }
-                } catch (e) {
-                  console.error("生成复盘失败:", e);
-                  setRefreshResult("生成复盘失败，请重试");
-                } finally {
-                  setGeneratingReview(false);
-                  setTimeout(() => setRefreshResult(null), 5000);
-                }
-              }}
-              disabled={generatingReview}
-              className="text-[10px] px-3 py-1.5 bg-surface-2 text-text-secondary rounded-lg hover:bg-surface-4 disabled:opacity-40 transition-all font-medium"
-            >
-              {generatingReview ? (
-                <span className="inline-flex items-center gap-1">
-                  <span className="w-2.5 h-2.5 border border-text-muted/40 border-t-text-muted rounded-full animate-spin" />
-                  生成中...
-                </span>
-              ) : (
-                dailyReview ? "重新生成" : "生成复盘"
-              )}
-            </button>
-          )}
+        <EvidenceHeader title="决策证据" />
+        <div className="grid grid-cols-1 md:grid-cols-2 gap-4 mt-3">
+          <MarketTemp data={data?.market_temperature ?? null} indices={indices} />
+          <SectorHeatmap sectors={sectors} />
         </div>
-        {dailyReview ? (
-          <div className="glass-card-static p-5">
-            <div
-              className="text-xs text-text-secondary leading-relaxed prose prose-sm prose-invert max-w-none [&_h2]:text-sm [&_h2]:font-semibold [&_h2]:text-amber-400 [&_h2]:mt-4 [&_h2]:mb-2 [&_h2]:first:mt-0 [&_p]:text-text-secondary [&_p]:mb-2 [&_ul]:text-text-secondary [&_li]:mb-1"
-              dangerouslySetInnerHTML={{ __html: markdownToHtml(dailyReview) }}
-            />
-          </div>
-        ) : (
-          <div className="glass-card-static p-6 text-center">
-            <div className="text-text-muted text-sm mb-1">暂无复盘报告</div>
-            <div className="text-text-muted/50 text-xs">
-              {llmEnabled ? "点击「生成复盘」AI自动分析" : "配置LLM后自动生成"}
-            </div>
-          </div>
-        )}
       </div>
 
-      {/* Recommendations */}
-      <div className="animate-fade-in-up delay-150">
-        <div className="flex items-center justify-between mb-4">
-          <h2 className="text-xs font-semibold text-text-muted uppercase tracking-wider">
-            今日推荐
-            {data?.recommendations?.length ? (
-              <span className="text-text-primary ml-1.5 font-mono tabular-nums">{data.recommendations.length}</span>
-            ) : ""}
-          </h2>
-          <a href="/recommendations" className="text-xs text-text-muted hover:text-amber-400 transition-colors flex items-center gap-1">
-            查看全部
-            <svg width="10" height="10" viewBox="0 0 24 24" fill="none" stroke="currentColor" strokeWidth="2" strokeLinecap="round" strokeLinejoin="round">
-              <path d="M5 12h14M12 5l7 7-7 7" />
-            </svg>
+    </div>
+  );
+}
+
+function OpsPanel({
+  opsStatus,
+  isAdmin,
+  refreshing,
+  onRefresh,
+  opsRunning,
+  onAction,
+}: {
+  opsStatus: OpsStatusResponse;
+  isAdmin: boolean;
+  refreshing: boolean;
+  onRefresh: () => void;
+  opsRunning: string | null;
+  onAction: (action: "update_tracking" | "generate_strategy_board" | "generate_strategy_iteration") => void;
+}) {
+  return (
+    <div className="glass-card-static p-4 animate-fade-in-up">
+      <div className="flex flex-wrap items-center justify-between gap-3">
+        <div>
+          <div className="text-[10px] uppercase tracking-[0.22em] text-cyan-400 font-semibold">Admin Ops</div>
+          <div className="text-xs text-text-muted mt-2">
+            {opsStatus.data_freshness.message}
+          </div>
+        </div>
+        <div className="flex flex-wrap items-center gap-2 text-[11px] text-text-muted">
+          <span>市场 {opsStatus.data_freshness.market_trade_date || "暂无"}</span>
+          <span>板块 {opsStatus.data_freshness.sector_trade_date || "暂无"}</span>
+          <span>跟踪 {opsStatus.data_freshness.tracking_trade_date || "暂无"}</span>
+          <span>{opsStatus.scan_running ? "扫描中" : "空闲"}</span>
+        </div>
+      </div>
+      {isAdmin ? (
+        <div className="flex flex-wrap gap-2 mt-3">
+          <button
+            onClick={onRefresh}
+            disabled={refreshing || !!opsRunning}
+            className="text-xs px-3 py-2 bg-gradient-to-r from-amber-500/20 to-amber-600/15 text-amber-400 rounded-xl hover:from-amber-500/30 hover:to-amber-600/25 disabled:opacity-40 transition-all border border-amber-500/10"
+          >
+            {refreshing ? "扫描中..." : "立即扫描"}
+          </button>
+          <button
+            onClick={() => onAction("update_tracking")}
+            disabled={refreshing || !!opsRunning}
+            className="text-xs px-3 py-2 rounded-xl border border-border-subtle bg-surface-1 text-text-secondary hover:text-cyan-400 transition-colors disabled:opacity-40"
+          >
+            {opsRunning === "update_tracking" ? "更新中..." : "更新跟踪"}
+          </button>
+          <button
+            onClick={() => onAction("generate_strategy_board")}
+            disabled={refreshing || !!opsRunning}
+            className="text-xs px-3 py-2 rounded-xl border border-border-subtle bg-surface-1 text-text-secondary hover:text-cyan-400 transition-colors disabled:opacity-40"
+          >
+            {opsRunning === "generate_strategy_board" ? "生成中..." : "生成策略板"}
+          </button>
+          <button
+            onClick={() => onAction("generate_strategy_iteration")}
+            disabled={refreshing || !!opsRunning}
+            className="text-xs px-3 py-2 rounded-xl border border-border-subtle bg-surface-1 text-text-secondary hover:text-cyan-400 transition-colors disabled:opacity-40"
+          >
+            {opsRunning === "generate_strategy_iteration" ? "生成中..." : "生成策略复盘"}
+          </button>
+          <a href="/strategy" className="text-xs px-3 py-2 rounded-xl border border-border-subtle bg-surface-1 text-text-secondary hover:text-cyan-400 transition-colors">
+            查看策略复盘
+          </a>
+          <a href="/recommendations" className="text-xs px-3 py-2 rounded-xl border border-border-subtle bg-surface-1 text-text-secondary hover:text-amber-400 transition-colors">
+            查看推荐闭环
           </a>
         </div>
+      ) : null}
+    </div>
+  );
+}
 
-        {!data?.recommendations?.length ? (
-          <div className="glass-card-static p-10 text-center">
-            <div className="text-text-muted text-sm mb-1">暂无推荐</div>
-            <div className="text-text-muted/60 text-xs">
-              {user?.role === "admin" ? `点击 ${scanStatus?.is_trading ? "「盘中扫描」" : "「立即扫描」"} 开始分析` : "等待系统自动扫描更新"}
+function EvidenceHeader({ title }: { title: string }) {
+  return (
+    <div>
+      <h2 className="text-xs font-semibold text-text-muted uppercase tracking-wider">
+        {title}
+      </h2>
+    </div>
+  );
+}
+
+function MissionControl({
+  board,
+  recommendations,
+  sectors,
+  strategyProfile,
+}: {
+  board: StrategyBoard | null;
+  recommendations: LatestResult["recommendations"];
+  sectors: SectorData[];
+  strategyProfile: LatestResult["strategy_profile"];
+}) {
+  const actionable = recommendations.filter((rec) => rec.action_plan === "可操作");
+  const watch = recommendations.filter((rec) => rec.action_plan === "重点关注");
+  const observe = recommendations.filter((rec) => !["可操作", "重点关注"].includes(rec.action_plan ?? ""));
+  const topSectors = sectors.slice(0, 3);
+  const risks = board?.avoid_rules?.length ? board.avoid_rules : ["等待市场状态和推荐结果更新后生成风险约束。"];
+  const primaryQueue = (actionable.length ? actionable : watch).slice(0, 3);
+  const laneTitle = actionable.length ? "优先执行" : watch.length ? "候选观察" : "等待信号";
+  const strategyName = strategyProfile?.name ?? board?.recommended_mode ?? "待定";
+  const strategyHint = strategyProfile?.description ?? "系统判断今天更适合采用的出手方式";
+  const riskText = risks.slice(0, 2).join(" / ");
+
+  return (
+    <div className="glass-card-static px-4 py-4 md:px-5 md:py-5 overflow-hidden relative animate-fade-in-up">
+      <div className="absolute right-[-100px] top-[-120px] w-72 h-72 rounded-full bg-amber-500/[0.04] blur-3xl pointer-events-none" />
+      <div className="relative grid grid-cols-1 xl:grid-cols-[minmax(0,1fr)_300px] gap-4">
+        <div className="min-w-0 space-y-3">
+          <div className="flex flex-wrap items-center justify-between gap-2">
+            <div className="flex flex-wrap items-center gap-2">
+              <span className="text-[10px] uppercase tracking-[0.22em] text-amber-400 font-semibold">今日结论</span>
+              {board?.generated_by === "rules+llm" && (
+                <span className="text-[10px] px-2 py-0.5 rounded-full border border-cyan-500/15 bg-cyan-500/10 text-cyan-400">AI增强</span>
+              )}
+            </div>
+            <a href="/recommendations" className="text-[11px] text-text-muted hover:text-amber-400 transition-colors">
+              推荐池
+            </a>
+          </div>
+
+          <div className="grid grid-cols-1 lg:grid-cols-[minmax(0,1fr)_220px] gap-3 items-start">
+            <div className="min-w-0">
+              <h2 className="text-lg md:text-[1.2rem] font-bold tracking-tight truncate">
+                {board?.market_regime ?? "等待市场状态"}
+              </h2>
+              <p className="text-[12px] text-text-secondary leading-relaxed mt-1.5 max-w-3xl line-clamp-2">
+                {board?.summary ?? "系统尚未生成今日作战结论。触发扫描后，将基于市场温度、板块主线、推荐生命周期和策略复盘生成操作框架。"}
+              </p>
+            </div>
+            <div className="grid grid-cols-3 lg:grid-cols-1 gap-1.5">
+              <CommandMetric label="可操作" value={actionable.length} description="盯盘" />
+              <CommandMetric label="关注" value={watch.length} description="等确认" />
+              <CommandMetric label="观察" value={observe.length} description="不追" />
             </div>
           </div>
-        ) : (
-          <div className="grid grid-cols-1 md:grid-cols-2 gap-4">
-            {data.recommendations.slice(0, 6).map((rec) => (
-              <StockCard key={rec.ts_code} rec={rec} showLLMLoading={llmEnabled} />
-            ))}
+
+          <div className="grid grid-cols-1 md:grid-cols-2 xl:grid-cols-4 gap-2">
+            <CompactDecision label="今日打法" value={strategyName} extra={strategyHint} />
+            <CompactDecision label="仓位建议" value={board?.position_suggestion ?? "等待判断"} extra="今天建议的进攻上限" />
+            <CompactDecision label="市场倾向" value={board?.action_bias ?? "等待确认"} extra={`风险 ${board?.risk_level ?? "-"}`} />
+            <CompactDecision label="主线板块" value={topSectors.length ? topSectors.map((sector) => sector.sector_name).join(" / ") : "暂无"} extra={riskText || "暂无风险约束"} />
           </div>
-        )}
+
+          <div className="flex flex-wrap items-center gap-2">
+            {topSectors.length ? (
+              topSectors.map((sector) => (
+                <span key={sector.sector_code} className="inline-flex items-center gap-1.5 rounded-full bg-surface-1/80 border border-border-subtle px-2.5 py-1 text-[11px]">
+                  <span className="font-medium text-text-primary">{sector.sector_name}</span>
+                  <span className={`font-mono tabular-nums ${sector.pct_change >= 0 ? "text-red-400" : "text-emerald-400"}`}>
+                    {sector.pct_change > 0 ? "+" : ""}{sector.pct_change.toFixed(2)}%
+                  </span>
+                </span>
+              ))
+            ) : (
+              <span className="text-xs text-text-muted">暂无主线板块</span>
+            )}
+          </div>
+        </div>
+
+        <div className="rounded-2xl bg-surface-1/70 border border-border-subtle p-3">
+          <div className="flex items-center justify-between gap-3">
+            <SectionTitle title={laneTitle} />
+            <span className="text-[10px] text-text-muted">{primaryQueue.length}只</span>
+          </div>
+          <div className="mt-2.5 space-y-1.5">
+            {primaryQueue.length ? (
+              primaryQueue.map((rec) => (
+                <CompactMissionStock key={`mission-${rec.ts_code}`} rec={rec} />
+              ))
+            ) : (
+              <div className="rounded-lg bg-surface-2/60 border border-border-subtle p-3 text-center">
+                <div className="text-xs text-text-muted">暂无执行标的</div>
+                <div className="text-[11px] text-text-muted/50 mt-0.5">等待扫描生成可操作或重点关注列表</div>
+              </div>
+            )}
+          </div>
+          <a
+            href="/strategy"
+            className="inline-flex items-center justify-center mt-3 w-full rounded-xl border border-border-subtle bg-surface-2/60 px-3 py-2 text-[11px] text-text-muted hover:text-amber-400 hover:border-amber-500/20 transition-colors"
+          >
+            查看策略复盘
+          </a>
+        </div>
       </div>
     </div>
   );
 }
 
+function CompactDecision({ label, value, extra }: { label: string; value: string; extra: string }) {
+  return (
+    <div className="rounded-lg bg-surface-2 px-3 py-2">
+      <div className="text-[10px] text-text-muted uppercase tracking-wider font-semibold">{label}</div>
+      <div className="text-sm font-semibold text-text-primary mt-1 truncate">{value}</div>
+      {extra ? <div className="text-[10px] text-text-muted mt-1 truncate">{extra}</div> : null}
+    </div>
+  );
+}
+
+function CompactMissionStock({ rec }: { rec: LatestResult["recommendations"][number] }) {
+  const actionStyle: Record<string, string> = {
+    "可操作": "bg-red-500/15 text-red-400 border-red-500/20",
+    "重点关注": "bg-amber-500/15 text-amber-400 border-amber-500/20",
+    "观察": "bg-surface-3 text-text-muted border-border-default",
+  };
+
+  return (
+    <a
+      href={`/stock/${rec.ts_code}`}
+      className="block rounded-lg bg-surface-2/60 border border-border-subtle px-3 py-2 hover:border-amber-500/20 transition-colors"
+    >
+      <div className="flex items-center justify-between gap-3">
+        <div className="min-w-0">
+          <div className="flex items-center gap-1.5 min-w-0">
+            <span className="text-sm font-semibold truncate">{rec.name}</span>
+            <span className={`shrink-0 text-[10px] px-1.5 py-0.5 rounded-md border ${actionStyle[rec.action_plan ?? "观察"] ?? actionStyle["观察"]}`}>
+              {rec.action_plan ?? "观察"}
+            </span>
+          </div>
+          <div className="text-[10px] text-text-muted font-mono tabular-nums mt-0.5 truncate">
+            {rec.ts_code} · {rec.sector}
+          </div>
+        </div>
+        <div className="shrink-0 text-right">
+          <div className="text-base font-bold font-mono tabular-nums text-text-primary">{rec.score}</div>
+          <div className="text-[10px] text-text-muted">参考</div>
+        </div>
+      </div>
+      <div className="mt-1.5 text-[11px] text-text-secondary leading-relaxed line-clamp-1">
+        {rec.trigger_condition ?? rec.reasons?.[0] ?? "等待触发条件确认"}
+      </div>
+    </a>
+  );
+}
+
+function CommandMetric({ label, value, description }: { label: string; value: number; description: string }) {
+  return (
+    <div className="rounded-lg bg-surface-1/70 border border-border-subtle px-2.5 py-2">
+      <div className="text-[10px] text-text-muted uppercase tracking-wider font-semibold">{label}</div>
+      <div className="flex items-baseline justify-between gap-2 mt-0.5">
+        <div className="text-lg font-bold font-mono tabular-nums text-text-primary">{value}</div>
+        <div className="text-[10px] text-text-muted">{description}</div>
+      </div>
+    </div>
+  );
+}
+
+function SectionTitle({ title }: { title: string }) {
+  return (
+    <div className="text-[10px] text-text-muted uppercase tracking-wider font-semibold">
+      {title}
+    </div>
+  );
+}

frontend/src/app/(auth)/diagnose/page.tsx

@@ -3,7 +3,7 @@
 import { useState, useRef, useEffect, useCallback } from "react";
 import { useTheme } from "next-themes";
 import { useSearchParams } from "next/navigation";
-import { fetchAPI, type DiagnosisResult } from "@/lib/api";
+import { fetchAPI, type DiagnosisResult, type StockThesisResponse } from "@/lib/api";
 import { markdownToHtml } from "@/lib/markdown";
 import { ErrorBoundary } from "@/components/error-boundary";
 
@@ -13,6 +13,14 @@ interface SearchResult {
   industry: string;
 }
 
+interface DiagnoseHistoryItem {
+  ts_code: string;
+  name: string;
+  diagnosis_mode?: string;
+  diagnosis?: string;
+  created_at?: string;
+}
+
 export default function DiagnosePage() {
   const { theme } = useTheme();
   const searchParams = useSearchParams();
@@ -25,6 +33,9 @@ export default function DiagnosePage() {
   const [result, setResult] = useState<DiagnosisResult | null>(null);
   const [cachedResult, setCachedResult] = useState<string | null>(null);
   const [history, setHistory] = useState<{ ts_code: string; name: string }[]>([]);
+  const [diagnoseHistory, setDiagnoseHistory] = useState<DiagnoseHistoryItem[]>([]);
+  const [thesis, setThesis] = useState<StockThesisResponse | null>(null);
+  const [diagnoseMode, setDiagnoseMode] = useState<"entry" | "holding" | "review" | "tracking">("entry");
   const inputRef = useRef<HTMLInputElement>(null);
   const searchTimer = useRef<ReturnType<typeof setTimeout>>();
   const wrapperRef = useRef<HTMLDivElement>(null);
@@ -92,12 +103,15 @@ export default function DiagnosePage() {
     setResult(null);
     setCachedResult(null);
 
+    fetchAPI<StockThesisResponse>(`/api/stocks/${code}/thesis`).then(setThesis).catch(() => setThesis(null));
+    fetchAPI<DiagnoseHistoryItem[]>(`/api/stocks/${code}/diagnose/history`).then(setDiagnoseHistory).catch(() => setDiagnoseHistory([]));
+
     try {
       const token = localStorage.getItem("auth_token");
       const headers: Record<string, string> = {};
       if (token) headers["Authorization"] = `Bearer ${token}`;
 
-      const res = await fetch(`/api/stocks/${code}/diagnose`, {
+      const res = await fetch(`/api/stocks/${code}/diagnose?mode=${encodeURIComponent(diagnoseMode)}`, {
         method: "POST",
         headers,
       });
@@ -166,7 +180,7 @@ export default function DiagnosePage() {
 
   return (
     <ErrorBoundary>
-    <div className="max-w-3xl mx-auto px-4 md:px-8 pt-6 pb-20 md:pb-10">
+    <div className="max-w-7xl mx-auto px-4 md:px-8 pt-6 pb-20 md:pb-10">
       {/* Header */}
       <div className="mb-6 animate-fade-in-up">
         <div className="flex items-center gap-3 mb-1">
@@ -178,179 +192,317 @@ export default function DiagnosePage() {
           </div>
           <div>
             <h1 className="text-lg font-bold tracking-tight">AI 诊断</h1>
-            <p className="text-xs text-text-muted">
-              输入任意股票代码，AI 综合技术面、资金面进行全面分析
-            </p>
           </div>
         </div>
       </div>
 
-      {/* Search Input */}
-      <div ref={wrapperRef} className="relative z-30 mb-6 animate-fade-in-up">
-        <div className="flex gap-2">
-          <div className="relative flex-1">
-            <input
-              ref={inputRef}
-              type="text"
-              value={input}
-              onChange={(e) => handleInputChange(e.target.value)}
-              onKeyDown={handleKeyDown}
-              onFocus={() => searchResults.length > 0 && setShowSearch(true)}
-              placeholder="输入股票名称或代码，如 600683 或 京投发展"
-              className="w-full bg-surface-2 rounded-xl px-4 py-3 text-sm focus:outline-none focus:ring-1 focus:ring-amber-400/30 placeholder-text-muted/40 border border-border-subtle transition-all duration-200"
-              disabled={loading}
-            />
-          </div>
-          <button
-            onClick={() => runDiagnosis()}
-            disabled={loading || !input.trim()}
-            className="px-6 py-3 bg-gradient-to-r from-amber-500/20 to-amber-600/15 text-amber-400 rounded-xl text-sm font-medium hover:from-amber-500/30 hover:to-amber-600/25 disabled:opacity-30 transition-all duration-200 border border-amber-500/10 shrink-0"
-          >
-            {loading ? (
-              <span className="inline-flex items-center gap-1.5">
-                <span className="w-3.5 h-3.5 border border-amber-400/40 border-t-amber-400 rounded-full animate-spin" />
-                分析中
-              </span>
-            ) : (
-              "开始诊断"
-            )}
-          </button>
-        </div>
-        {showSearch && searchResults.length > 0 && (
-          <div className="absolute top-full left-0 right-0 mt-1 bg-bg-secondary border border-border-subtle rounded-xl shadow-lg z-20 overflow-hidden">
-            {searchResults.map((stock) => (
-              <button
-                key={stock.ts_code}
-                onClick={() => selectStock(stock)}
-                className="w-full flex items-center justify-between px-4 py-2.5 text-sm hover:bg-surface-3 transition-colors text-left"
-              >
-                <div className="flex items-center gap-2">
-                  <span className="text-text-primary font-medium">{stock.name}</span>
-                  <span className="text-text-muted text-xs">{stock.ts_code}</span>
+      <div className="grid grid-cols-1 xl:grid-cols-[minmax(0,1.2fr)_320px] gap-5">
+        <section className="space-y-5">
+          <div className="glass-card-static p-4 mb-1 animate-fade-in-up">
+            <div className="text-[10px] uppercase tracking-[0.22em] text-cyan-400 font-semibold mb-2">诊断工作台</div>
+            <div className="grid grid-cols-1 lg:grid-cols-[minmax(0,1fr)_auto] gap-3">
+              <div>
+                <div className="flex flex-wrap gap-2 mb-3">
+                  {[
+                    { key: "entry", label: "建仓前诊断" },
+                    { key: "holding", label: "持仓复核" },
+                    { key: "review", label: "回撤复盘" },
+                    { key: "tracking", label: "继续跟踪" },
+                  ].map((item) => (
+                    <button
+                      key={item.key}
+                      onClick={() => setDiagnoseMode(item.key as typeof diagnoseMode)}
+                      className={`text-xs px-3 py-1.5 rounded-lg transition-all ${
+                        diagnoseMode === item.key
+                          ? "bg-gradient-to-r from-amber-500/20 to-amber-600/15 text-amber-400 border border-amber-500/15"
+                          : "bg-surface-2 text-text-muted hover:text-text-secondary border border-transparent"
+                      }`}
+                    >
+                      {item.label}
+                    </button>
+                  ))}
+                </div>
+                <div ref={wrapperRef} className="relative z-30">
+                  <div className="flex gap-2">
+                    <div className="relative flex-1">
+                      <input
+                        ref={inputRef}
+                        type="text"
+                        value={input}
+                        onChange={(e) => handleInputChange(e.target.value)}
+                        onKeyDown={handleKeyDown}
+                        onFocus={() => searchResults.length > 0 && setShowSearch(true)}
+                        placeholder="输入股票名称或代码，如 600683 或 京投发展"
+                        className="w-full bg-surface-2 rounded-xl px-4 py-3 text-sm focus:outline-none focus:ring-1 focus:ring-amber-400/30 placeholder-text-muted/40 border border-border-subtle transition-all duration-200"
+                        disabled={loading}
+                      />
+                    </div>
+                    <button
+                      onClick={() => runDiagnosis()}
+                      disabled={loading || !input.trim()}
+                      className="px-6 py-3 bg-gradient-to-r from-amber-500/20 to-amber-600/15 text-amber-400 rounded-xl text-sm font-medium hover:from-amber-500/30 hover:to-amber-600/25 disabled:opacity-30 transition-all duration-200 border border-amber-500/10 shrink-0"
+                    >
+                      {loading ? (
+                        <span className="inline-flex items-center gap-1.5">
+                          <span className="w-3.5 h-3.5 border border-amber-400/40 border-t-amber-400 rounded-full animate-spin" />
+                          分析中
+                        </span>
+                      ) : (
+                        "开始诊断"
+                      )}
+                    </button>
+                  </div>
+                  {showSearch && searchResults.length > 0 && (
+                    <div className="absolute top-full left-0 right-0 mt-1 bg-bg-secondary border border-border-subtle rounded-xl shadow-lg z-20 overflow-hidden">
+                      {searchResults.map((stock) => (
+                        <button
+                          key={stock.ts_code}
+                          onClick={() => selectStock(stock)}
+                          className="w-full flex items-center justify-between px-4 py-2.5 text-sm hover:bg-surface-3 transition-colors text-left"
+                        >
+                          <div className="flex items-center gap-2">
+                            <span className="text-text-primary font-medium">{stock.name}</span>
+                            <span className="text-text-muted text-xs">{stock.ts_code}</span>
+                          </div>
+                          {stock.industry && (
+                            <span className="text-[10px] px-1.5 py-0.5 rounded bg-surface-2 text-text-muted">
+                              {stock.industry}
+                            </span>
+                          )}
+                        </button>
+                      ))}
+                    </div>
+                  )}
                 </div>
-                {stock.industry && (
-                  <span className="text-[10px] px-1.5 py-0.5 rounded bg-surface-2 text-text-muted">
-                    {stock.industry}
-                  </span>
-                )}
-              </button>
-            ))}
-          </div>
-        )}
-      </div>
-
-      {/* History */}
-      {history.length > 0 && !displayContent && (
-        <div className="mb-6 animate-fade-in-up">
-          <div className="text-[10px] text-text-muted/50 mb-2 uppercase tracking-wider">最近诊断</div>
-          <div className="flex flex-wrap gap-2">
-            {history.map((h) => (
-              <button
-                key={h.ts_code}
-                onClick={() => {
-                  setInput(`${h.name} (${h.ts_code})`);
-                  runDiagnosis(h.ts_code);
-                }}
-                className="text-xs px-3 py-1.5 bg-surface-2 rounded-lg text-text-secondary hover:text-text-primary hover:bg-surface-3 transition-all border border-border-subtle"
-              >
-                {h.name}
-                <span className="text-text-muted/50 ml-1">{h.ts_code}</span>
-              </button>
-            ))}
-          </div>
-        </div>
-      )}
-
-      {/* Streaming / Loading State */}
-      {loading && !displayContent && (
-        <div className="glass-card-static p-10 text-center animate-fade-in-up">
-          <div className="w-8 h-8 border-2 border-amber-400/30 border-t-amber-400 rounded-full animate-spin mx-auto mb-3" />
-          <div className="text-sm text-text-secondary mb-1">正在分析中...</div>
-          <div className="text-xs text-text-muted/50">收集行情数据、技术指标、资金流向并生成分析报告</div>
-        </div>
-      )}
-
-      {/* Streaming content */}
-      {loading && displayContent && (
-        <div className="glass-card-static p-5 animate-fade-in-up">
-          <div className="flex items-center gap-2 mb-3">
-            <span className="w-3 h-3 border border-amber-400/40 border-t-amber-400 rounded-full animate-spin" />
-            <span className="text-xs text-text-muted">AI 正在分析...</span>
-          </div>
-          <div className="text-sm text-text-secondary leading-relaxed whitespace-pre-line">
-            {displayContent}
-          </div>
-        </div>
-      )}
-
-      {/* Final Result */}
-      {!loading && displayContent && (
-        <div className="animate-fade-in-up">
-          <div className="glass-card-static p-5">
-            <div className="flex items-center justify-between mb-4">
-              <div className="flex items-center gap-2">
-                <span className="text-sm font-semibold text-text-primary">{result?.ts_code || codeParam}</span>
-                <span className="text-[10px] px-1.5 py-0.5 rounded-md bg-emerald-500/10 text-emerald-400 border border-emerald-500/15">
-                  {cachedResult ? "缓存" : "分析完成"}
-                </span>
               </div>
-              <button
-                onClick={() => runDiagnosis(result?.ts_code || codeParam || undefined)}
-                className="text-xs text-text-muted hover:text-amber-400 transition-colors flex items-center gap-1"
-              >
-                <svg width="12" height="12" viewBox="0 0 24 24" fill="none" stroke="currentColor" strokeWidth="2" strokeLinecap="round" strokeLinejoin="round">
-                  <path d="M1 4v6h6" />
-                  <path d="M3.51 15a9 9 0 1 0 2.13-9.36L1 10" />
-                </svg>
-                重新诊断
-              </button>
+
+              {thesis ? (
+                <div className="rounded-2xl border border-border-subtle bg-surface-1/70 p-4">
+                  <div className="text-[10px] uppercase tracking-[0.22em] text-amber-400 font-semibold">诊断上下文</div>
+                  <div className="text-sm text-text-secondary mt-2 leading-relaxed">
+                    {thesis.data_freshness.message}
+                  </div>
+                  <div className="grid grid-cols-1 gap-2 mt-3">
+                    {(thesis.decision_points ?? []).slice(0, 3).map((point) => (
+                      <DiagnosisSummaryCard key={point.label} label={point.label} value={point.value} />
+                    ))}
+                  </div>
+                </div>
+              ) : (
+                <div className="rounded-2xl border border-border-subtle bg-surface-1/70 p-4 text-sm text-text-muted">
+                  输入股票后，这里会展示推荐归档、跟踪状态和最近诊断上下文。
+                </div>
+              )}
             </div>
-            <div
-              className={`text-sm text-text-secondary leading-relaxed prose prose-sm max-w-none [&_h2]:text-sm [&_h2]:font-semibold [&_h2]:text-amber-400 [&_h2]:mt-5 [&_h2]:mb-2 [&_h2]:first:mt-0 [&_h3]:text-xs [&_h3]:font-semibold [&_h3]:text-text-primary [&_h3]:mt-3 [&_h3]:mb-1.5 [&_p]:text-text-secondary [&_p]:mb-2.5 [&_p]:leading-relaxed [&_ul]:text-text-secondary [&_ul]:mb-2.5 [&_li]:mb-1 [&_strong]:text-text-primary ${theme !== "light" ? "prose-invert" : ""}`}
-              dangerouslySetInnerHTML={{ __html: markdownToHtml(displayContent) }}
-            />
           </div>
-        </div>
-      )}
 
-      {/* Error */}
-      {result?.status === "error" && !loading && !displayContent && (
-        <div className="glass-card-static p-8 text-center animate-fade-in-up">
-          <div className="text-sm text-red-400 mb-2">诊断失败</div>
-          <div className="text-xs text-text-muted">{result.message || "未知错误"}</div>
-        </div>
-      )}
+          {/* Streaming / Loading State */}
+          {loading && !displayContent && (
+            <div className="glass-card-static p-10 text-center animate-fade-in-up">
+              <div className="w-8 h-8 border-2 border-amber-400/30 border-t-amber-400 rounded-full animate-spin mx-auto mb-3" />
+              <div className="text-sm text-text-secondary mb-1">正在分析中...</div>
+              <div className="text-xs text-text-muted/50">收集行情数据、技术指标、资金流向并生成分析报告</div>
+            </div>
+          )}
 
-      {/* Empty state */}
-      {!result && !loading && !displayContent && history.length === 0 && (
-        <div className="glass-card-static p-10 text-center animate-fade-in-up">
-          <div className="w-12 h-12 rounded-2xl bg-surface-2 flex items-center justify-center mx-auto mb-4">
-            <svg width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" strokeWidth="1.5" className="text-text-muted/40">
-              <path d="M9 11l3 3L22 4" />
-              <path d="M21 12v7a2 2 0 0 1-2 2H5a2 2 0 0 1-2-2V5a2 2 0 0 1 2-2h11" />
-            </svg>
-          </div>
-          <div className="text-sm text-text-muted mb-2">输入股票代码开始 AI 诊断</div>
-          <div className="text-xs text-text-muted/50 mb-4">
-            支持股票代码（如 600683）或名称（如 京投发展）
-          </div>
-          <div className="flex flex-wrap justify-center gap-2">
-            {["贵州茅台", "宁德时代", "比亚迪"].map((name) => (
-              <button
-                key={name}
-                onClick={() => {
-                  setInput(name);
-                  searchStock(name);
-                }}
-                className="text-xs px-3 py-1.5 bg-surface-2 rounded-lg text-text-secondary hover:text-text-primary hover:bg-surface-3 transition-all border border-border-subtle"
-              >
-                {name}
-              </button>
-            ))}
-          </div>
-        </div>
-      )}
+          {/* Streaming content */}
+          {loading && displayContent && (
+            <div className="glass-card-static p-5 animate-fade-in-up">
+              <div className="flex items-center gap-2 mb-3">
+                <span className="w-3 h-3 border border-amber-400/40 border-t-amber-400 rounded-full animate-spin" />
+                <span className="text-xs text-text-muted">AI 正在分析...</span>
+              </div>
+              <div className="text-sm text-text-secondary leading-relaxed whitespace-pre-line">
+                {displayContent}
+              </div>
+            </div>
+          )}
+
+          {/* Final Result */}
+          {!loading && displayContent && (
+            <div className="animate-fade-in-up space-y-4">
+              <div className="glass-card-static p-4">
+                <div className="flex flex-wrap items-center justify-between gap-3 mb-3">
+                  <div>
+                    <div className="text-[10px] uppercase tracking-[0.22em] text-cyan-400 font-semibold mb-1">结构化结论</div>
+                    <div className="text-sm text-text-secondary">先看当前结论，再看完整长文分析。</div>
+                  </div>
+                  <button
+                    onClick={() => runDiagnosis(result?.ts_code || codeParam || undefined)}
+                    className="text-xs text-text-muted hover:text-amber-400 transition-colors flex items-center gap-1"
+                  >
+                    <svg width="12" height="12" viewBox="0 0 24 24" fill="none" stroke="currentColor" strokeWidth="2" strokeLinecap="round" strokeLinejoin="round">
+                      <path d="M1 4v6h6" />
+                      <path d="M3.51 15a9 9 0 1 0 2.13-9.36L1 10" />
+                    </svg>
+                    重新诊断
+                  </button>
+                </div>
+                <div className="grid grid-cols-1 md:grid-cols-2 xl:grid-cols-4 gap-2 text-sm">
+                  <DiagnosisSummaryCard label="诊断模式" value={getModeLabel(diagnoseMode)} />
+                  <DiagnosisSummaryCard label="当前结论" value={buildDiagnosisConclusion(thesis, loading)} />
+                  <DiagnosisSummaryCard label="所属板块" value={thesis?.recommendation?.sector || "暂无归档"} />
+                  <DiagnosisSummaryCard label="风险线索" value={buildDiagnosisRisk(thesis, loading)} />
+                </div>
+              </div>
+              <div className="glass-card-static p-5">
+                <div className="flex items-center justify-between mb-4">
+                  <div className="flex items-center gap-2">
+                    <span className="text-sm font-semibold text-text-primary">{result?.ts_code || codeParam}</span>
+                    <span className="text-[10px] px-1.5 py-0.5 rounded-md bg-emerald-500/10 text-emerald-400 border border-emerald-500/15">
+                      {cachedResult ? "缓存" : "分析完成"}
+                    </span>
+                  </div>
+                </div>
+                <div
+                  className={`text-sm text-text-secondary leading-relaxed prose prose-sm max-w-none [&_h2]:text-sm [&_h2]:font-semibold [&_h2]:text-amber-400 [&_h2]:mt-5 [&_h2]:mb-2 [&_h2]:first:mt-0 [&_h3]:text-xs [&_h3]:font-semibold [&_h3]:text-text-primary [&_h3]:mt-3 [&_h3]:mb-1.5 [&_p]:text-text-secondary [&_p]:mb-2.5 [&_p]:leading-relaxed [&_ul]:text-text-secondary [&_ul]:mb-2.5 [&_li]:mb-1 [&_strong]:text-text-primary ${theme !== "light" ? "prose-invert" : ""}`}
+                  dangerouslySetInnerHTML={{ __html: markdownToHtml(displayContent) }}
+                />
+              </div>
+            </div>
+          )}
+
+          {/* Error */}
+          {result?.status === "error" && !loading && !displayContent && (
+            <div className="glass-card-static p-8 text-center animate-fade-in-up">
+              <div className="text-sm text-red-400 mb-2">诊断失败</div>
+              <div className="text-xs text-text-muted">{result.message || "未知错误"}</div>
+            </div>
+          )}
+
+          {/* Empty state */}
+          {!result && !loading && !displayContent && history.length === 0 && (
+            <div className="glass-card-static p-10 text-center animate-fade-in-up">
+              <div className="w-12 h-12 rounded-2xl bg-surface-2 flex items-center justify-center mx-auto mb-4">
+                <svg width="20" height="20" viewBox="0 0 24 24" fill="none" stroke="currentColor" strokeWidth="1.5" className="text-text-muted/40">
+                  <path d="M9 11l3 3L22 4" />
+                  <path d="M21 12v7a2 2 0 0 1-2 2H5a2 2 0 0 1-2-2V5a2 2 0 0 1 2-2h11" />
+                </svg>
+              </div>
+              <div className="text-sm text-text-muted mb-2">输入股票代码开始 AI 诊断</div>
+              <div className="text-xs text-text-muted/50 mb-4">
+                支持股票代码（如 600683）或名称（如 京投发展）
+              </div>
+              <div className="flex flex-wrap justify-center gap-2">
+                {["贵州茅台", "宁德时代", "比亚迪"].map((name) => (
+                  <button
+                    key={name}
+                    onClick={() => {
+                      setInput(name);
+                      searchStock(name);
+                    }}
+                    className="text-xs px-3 py-1.5 bg-surface-2 rounded-lg text-text-secondary hover:text-text-primary hover:bg-surface-3 transition-all border border-border-subtle"
+                  >
+                    {name}
+                  </button>
+                ))}
+              </div>
+            </div>
+          )}
+        </section>
+
+        <aside className="space-y-5">
+          {thesis?.latest_tracking ? (
+            <div className="glass-card-static p-4 animate-fade-in-up">
+              <div className="text-[10px] uppercase tracking-[0.22em] text-amber-400 font-semibold">最新跟踪</div>
+              <div className="text-sm text-text-secondary mt-2 leading-relaxed">
+                {thesis.latest_tracking.review_note || "暂无备注"}
+              </div>
+            </div>
+          ) : null}
+
+          {diagnoseHistory.length > 0 ? (
+            <div className="glass-card-static p-4 animate-fade-in-up">
+              <div className="text-[10px] uppercase tracking-[0.22em] text-text-muted font-semibold">历史会诊</div>
+              <div className="flex flex-wrap gap-2 mt-3">
+                {diagnoseHistory.slice(0, 6).map((item, index) => (
+                  <span key={`${item.ts_code}-${index}`} className="text-[11px] px-2 py-1 rounded-lg bg-surface-2 border border-border-subtle text-text-secondary">
+                    {getModeLabel((item.diagnosis_mode as "entry" | "holding" | "review" | "tracking") || "entry")}
+                  </span>
+                ))}
+              </div>
+            </div>
+          ) : null}
+
+          {history.length > 0 && !displayContent ? (
+            <div className="glass-card-static p-4 animate-fade-in-up">
+              <div className="text-[10px] uppercase tracking-[0.22em] text-text-muted font-semibold">最近诊断</div>
+              <div className="flex flex-wrap gap-2 mt-3">
+                {history.map((h) => (
+                  <button
+                    key={h.ts_code}
+                    onClick={() => {
+                      setInput(`${h.name} (${h.ts_code})`);
+                      runDiagnosis(h.ts_code);
+                    }}
+                    className="text-xs px-3 py-1.5 bg-surface-2 rounded-lg text-text-secondary hover:text-text-primary hover:bg-surface-3 transition-all border border-border-subtle"
+                  >
+                    {h.name}
+                    <span className="text-text-muted/50 ml-1">{h.ts_code}</span>
+                  </button>
+                ))}
+              </div>
+            </div>
+          ) : null}
+
+        </aside>
+      </div>
     </div>
     </ErrorBoundary>
   );
-}
+}
+
+function DiagnosisSummaryCard({ label, value }: { label: string; value: string }) {
+  return (
+    <div className="rounded-xl bg-surface-1 border border-border-subtle px-3 py-2">
+      <div className="text-[10px] text-text-muted/60">{label}</div>
+      <div className="text-sm text-text-secondary mt-1 leading-relaxed">{value}</div>
+    </div>
+  );
+}
+
+function getModeLabel(mode: "entry" | "holding" | "review" | "tracking") {
+  const map = {
+    entry: "建仓前诊断",
+    holding: "持仓复核",
+    review: "回撤复盘",
+    tracking: "继续跟踪",
+  };
+  return map[mode];
+}
+
+function getModeDescription(mode: "entry" | "holding" | "review" | "tracking") {
+  const map = {
+    entry: "重点看能否进场、触发条件和失效条件。",
+    holding: "重点看持仓逻辑是否还成立、需不需要减仓或退出。",
+    review: "重点看为何回撤、问题出在个股还是环境。",
+    tracking: "重点看是否继续保留在观察池和推荐池。",
+  };
+  return map[mode];
+}
+
+function buildDiagnosisConclusion(thesis: StockThesisResponse | null, loading: boolean) {
+  if (thesis?.recommendation?.action_plan) {
+    return thesis.recommendation.action_plan;
+  }
+  if (loading) {
+    return "AI 正在生成会诊";
+  }
+  if (thesis?.has_recommendation === false) {
+    return "暂无推荐归档，以本次诊断为准";
+  }
+  return "暂无明确结论";
+}
+
+function buildDiagnosisRisk(thesis: StockThesisResponse | null, loading: boolean) {
+  if (thesis?.recommendation?.risk_note) {
+    return thesis.recommendation.risk_note;
+  }
+  if (thesis?.latest_tracking?.review_note) {
+    return thesis.latest_tracking.review_note;
+  }
+  if (loading) {
+    return "AI 正在补充风险判断";
+  }
+  return "当前没有明确风险备注";
+}

frontend/src/app/(auth)/layout.tsx

@@ -17,7 +17,7 @@ export default function AuthLayout({ children }: { children: React.ReactNode })
               </div>
               <div>
                 <h1 className="text-sm font-semibold tracking-tight">Dragon AI Agent</h1>
-                <p className="text-xs text-text-muted mt-0.5 font-light tracking-wide">A 股智能筛选引擎</p>
+                <p className="text-xs text-text-muted mt-0.5 font-light tracking-wide">A 股投研作战台</p>
               </div>
             </div>
           </div>
@@ -44,4 +44,4 @@ export default function AuthLayout({ children }: { children: React.ReactNode })
       <MobileBottomNav />
     </AuthGuard>
   );
-}
+}

frontend/src/app/(auth)/recommendations/page.tsx

@@ -2,7 +2,7 @@
 
 import { useEffect, useState, useCallback } from "react";
 import { fetchAPI } from "@/lib/api";
-import type { DayGroup, PerformanceStats } from "@/lib/api";
+import type { DayGroup, OpsStatusResponse, PerformanceStats, RecommendationData, StrategyIterationReport } from "@/lib/api";
 import StockCard from "@/components/stock-card";
 
 function formatDate(dateStr: string): string {
@@ -18,20 +18,46 @@ function formatDate(dateStr: string): string {
   return `${d.getMonth() + 1}月${d.getDate()}日 ${weekDays[d.getDay()]}`;
 }
 
+const LIFECYCLE_LABELS: Record<string, string> = {
+  candidate: "观察池",
+  actionable: "可操作",
+  tracking: "跟踪中",
+  closed_win: "已盈利结束",
+  closed_loss: "已亏损结束",
+  invalidated: "已失效",
+  expired: "到期未触发",
+};
+
+type RecommendationWithDate = RecommendationData & { groupDate: string };
+
+interface FunnelGroup {
+  key: string;
+  title: string;
+  tone: "red" | "amber" | "cyan" | "slate";
+  items: RecommendationWithDate[];
+}
+
 export default function RecommendationsPage() {
   const [dayGroups, setDayGroups] = useState<DayGroup[]>([]);
   const [expandedDays, setExpandedDays] = useState<Set<string>>(new Set());
   const [filter, setFilter] = useState<string>("all");
+  const [activeFunnel, setActiveFunnel] = useState<string>("actionable");
   const [performance, setPerformance] = useState<PerformanceStats | null>(null);
+  const [iteration, setIteration] = useState<StrategyIterationReport | null>(null);
+  const [opsStatus, setOpsStatus] = useState<OpsStatusResponse | null>(null);
 
   const loadData = useCallback(async () => {
     try {
-      const [history, perf] = await Promise.all([
+      const [history, perf, iterationReport, ops] = await Promise.all([
         fetchAPI<DayGroup[]>("/api/recommendations/history?days=14"),
         fetchAPI<PerformanceStats>("/api/recommendations/performance").catch(() => null),
+        fetchAPI<StrategyIterationReport>("/api/market/strategy-iteration?limit=50").catch(() => null),
+        fetchAPI<OpsStatusResponse>("/api/market/ops-status").catch(() => null),
       ]);
       setDayGroups(history);
       setPerformance(perf);
+      setIteration(iterationReport);
+      setOpsStatus(ops);
 
       // 默认展开最近一天
       setExpandedDays((prev) => {
@@ -68,6 +94,51 @@ export default function RecommendationsPage() {
     return recs.filter((r) => r.level === filter);
   };
 
+  const allRecommendations: RecommendationWithDate[] = dayGroups.flatMap((group) => group.recommendations.map((rec) => ({
+    ...rec,
+    groupDate: group.date,
+  })));
+  const latestDate = dayGroups[0]?.date ?? "";
+  const latestRecommendations = latestDate
+    ? allRecommendations.filter((rec) => rec.groupDate === latestDate)
+    : [];
+  const funnelGroups: FunnelGroup[] = [
+    {
+      key: "actionable",
+      title: "可操作",
+      tone: "red",
+      items: latestRecommendations.filter((r) => r.action_plan === "可操作" || r.lifecycle_status === "actionable"),
+    },
+    {
+      key: "watch",
+      title: "重点关注",
+      tone: "amber",
+      items: latestRecommendations.filter((r) => r.action_plan === "重点关注"),
+    },
+    {
+      key: "tracking",
+      title: "跟踪中",
+      tone: "cyan",
+      items: allRecommendations.filter((r) => r.lifecycle_status === "tracking").slice(0, 6),
+    },
+    {
+      key: "closed",
+      title: "已结束",
+      tone: "slate",
+      items: allRecommendations.filter((r) => ["closed_win", "closed_loss", "expired", "invalidated"].includes(r.lifecycle_status ?? "")).slice(0, 6),
+    },
+    {
+      key: "observe",
+      title: "观察池",
+      tone: "slate",
+      items: latestRecommendations.filter((r) => (r.action_plan ?? "观察") === "观察").slice(0, 6),
+    },
+  ];
+  const activeFunnelGroup =
+    funnelGroups.find((group) => group.key === activeFunnel)
+    ?? funnelGroups.find((group) => group.items.length > 0)
+    ?? funnelGroups[0];
+
   // 今日推荐数
   const todayCount = dayGroups.length > 0 ? applyFilter(dayGroups[0].recommendations).length : 0;
   // 累计总数
@@ -78,15 +149,52 @@ export default function RecommendationsPage() {
       {/* Header */}
       <div className="flex flex-col sm:flex-row sm:items-center justify-between gap-3 mb-5 animate-fade-in-up">
         <div>
-          <h1 className="text-base sm:text-lg font-bold tracking-tight">推荐列表</h1>
+          <h1 className="text-base sm:text-lg font-bold tracking-tight">推荐池</h1>
           <p className="text-xs text-text-muted mt-0.5">
-            今日 <span className="font-mono tabular-nums text-amber-400">{todayCount}</span> 只 ·
+            今日入池 <span className="font-mono tabular-nums text-amber-400">{todayCount}</span> 只 ·
             <span className="font-mono tabular-nums ml-1">{totalCount}</span> 只累计 ·
             <span className="font-mono tabular-nums ml-1">{dayGroups.length}</span> 天记录
           </p>
         </div>
       </div>
 
+      {opsStatus && (
+        <div className="glass-card-static p-4 mb-5 animate-fade-in-up">
+          <div className="flex flex-wrap items-start justify-between gap-3">
+            <div>
+              <div className="text-[10px] uppercase tracking-[0.22em] text-cyan-400 font-semibold">Data Freshness</div>
+              <div className="text-sm text-text-secondary mt-2 leading-relaxed">
+                {opsStatus.data_freshness.message}
+              </div>
+            </div>
+            <div className="grid grid-cols-2 md:grid-cols-4 gap-2 min-w-[280px]">
+              <FreshnessCell label="市场日期" value={opsStatus.data_freshness.market_trade_date || "暂无"} />
+              <FreshnessCell label="板块日期" value={opsStatus.data_freshness.sector_trade_date || "暂无"} />
+              <FreshnessCell label="跟踪日期" value={opsStatus.data_freshness.tracking_trade_date || "暂无"} />
+              <FreshnessCell label="扫描状态" value={opsStatus.scan_running ? "执行中" : "空闲"} />
+            </div>
+          </div>
+        </div>
+      )}
+
+      <RecommendationCommandCenter
+        latestCount={latestRecommendations.length}
+        actionableCount={funnelGroups[0].items.length}
+        watchCount={funnelGroups[1].items.length}
+        trackingCount={funnelGroups[2].items.length}
+        performance={performance}
+        iteration={iteration}
+      />
+
+      {/* Lifecycle Funnel */}
+      {allRecommendations.length > 0 && (
+        <FunnelWorkspace
+          groups={funnelGroups}
+          activeKey={activeFunnelGroup.key}
+          onChange={(key) => setActiveFunnel(key)}
+        />
+      )}
+
       {/* Performance Stats */}
       {performance && performance.total_recommendations > 0 && (
         <div className="glass-card-static p-4 mb-5 animate-fade-in-up">
@@ -117,14 +225,39 @@ export default function RecommendationsPage() {
               </div>
             </div>
           </div>
-          <div className="flex items-center gap-4 mt-3 text-[10px] text-text-muted/60">
+          <div className="flex flex-wrap items-center gap-3 mt-3 text-[10px] text-text-muted/60">
+            <span>最大浮盈 {performance.avg_max_return > 0 ? "+" : ""}{performance.avg_max_return.toFixed(2)}%</span>
+            <span>最大回撤 {performance.avg_max_drawdown.toFixed(2)}%</span>
             <span>命中目标 <span className="text-amber-400 font-mono tabular-nums">{performance.hit_target_count}</span></span>
             <span>触及止损 <span className="text-emerald-400 font-mono tabular-nums">{performance.hit_stop_count}</span></span>
+            {Object.entries(performance.lifecycle_counts ?? {}).slice(0, 5).map(([status, count]) => (
+              <span key={status}>
+                {LIFECYCLE_LABELS[status] ?? status} <span className="text-text-secondary font-mono tabular-nums">{count}</span>
+              </span>
+            ))}
           </div>
         </div>
       )}
 
+      {iteration && iteration.sample_size > 0 && (
+        <div className="glass-card-static p-4 mb-5 animate-fade-in-up">
+          <div className="flex items-center justify-between gap-3 mb-3">
+            <h2 className="text-xs font-semibold text-text-muted uppercase tracking-wider">策略复盘迭代</h2>
+            <span className="text-[10px] text-text-muted font-mono tabular-nums">样本 {iteration.sample_size}</span>
+          </div>
+          <p className="text-xs text-text-secondary leading-relaxed">{iteration.summary}</p>
+          {iteration.ai_analysis && (
+            <div className="mt-3 text-xs text-cyan-400/80 leading-relaxed bg-cyan-500/[0.04] border border-cyan-500/10 rounded-xl px-3 py-2">
+              {iteration.ai_analysis}
+            </div>
+          )}
+        </div>
+      )}
+
       {/* Filter tabs */}
+      <div className="mb-2 animate-fade-in-up">
+        <h2 className="text-xs font-semibold text-text-muted uppercase tracking-wider">历史记录</h2>
+      </div>
       <div className="flex gap-1.5 sm:gap-2 mb-4 sm:mb-5 overflow-x-auto pb-2 -mx-4 px-4 sm:mx-0 sm:px-0 animate-fade-in-up delay-75">
         {[
           { key: "all", label: "全部" },
@@ -201,7 +334,7 @@ export default function RecommendationsPage() {
                     <div className="flex items-center gap-2 text-[10px] text-text-muted sm:hidden ml-auto shrink-0">
                       <span className="font-mono tabular-nums">{filter === "all" ? group.count : filtered.length}只</span>
                       <span className="text-text-muted/40">·</span>
-                      <span className="font-mono tabular-nums text-text-secondary">{group.avg_score}分</span>
+                      <span className="font-mono tabular-nums text-text-secondary">参考{group.avg_score}</span>
                       {group.buy_count > 0 && (
                         <>
                           <span className="text-text-muted/40">·</span>
@@ -214,7 +347,7 @@ export default function RecommendationsPage() {
                   {/* Desktop stats */}
                   <div className="hidden sm:flex items-center gap-4 text-xs text-text-muted shrink-0">
                     <div className="flex items-center gap-1.5">
-                      <span className="text-text-muted/50">均分</span>
+                      <span className="text-text-muted/50">参考均值</span>
                       <span className="font-mono tabular-nums font-semibold text-text-secondary">
                         {group.avg_score}
                       </span>
@@ -257,3 +390,210 @@ export default function RecommendationsPage() {
     </div>
   );
 }
+
+function FunnelWorkspace({
+  groups,
+  activeKey,
+  onChange,
+}: {
+  groups: FunnelGroup[];
+  activeKey: string;
+  onChange: (key: string) => void;
+}) {
+  const activeGroup = groups.find((group) => group.key === activeKey) ?? groups[0];
+
+  return (
+    <div className="mb-5 animate-fade-in-up">
+      <div className="grid grid-cols-1 xl:grid-cols-[280px_minmax(0,1fr)] gap-4">
+        <div className="glass-card-static p-3 md:p-4">
+          <div className="text-[10px] uppercase tracking-[0.22em] text-text-muted font-semibold mb-3">
+            焦点分组
+          </div>
+          <div className="space-y-2">
+            {groups.map((group) => (
+              <button
+                key={group.key}
+                onClick={() => onChange(group.key)}
+                className={`w-full rounded-2xl border px-3 py-3 text-left transition-all ${
+                  group.key === activeGroup.key
+                    ? activeButtonTone(group.tone)
+                    : "border-border-subtle bg-surface-1 hover:bg-surface-2"
+                }`}
+              >
+                <div className="flex items-center justify-between gap-3">
+                  <div>
+                    <div className="text-sm font-semibold text-text-primary">{group.title}</div>
+                  </div>
+                  <span className="shrink-0 rounded-lg bg-surface-2 px-2 py-1 text-xs font-mono tabular-nums text-text-secondary">
+                    {group.items.length}
+                  </span>
+                </div>
+              </button>
+            ))}
+          </div>
+        </div>
+
+        <div className="glass-card-static p-4 md:p-5">
+          <div className="flex flex-wrap items-start justify-between gap-3 mb-4">
+            <div>
+              <div className="flex items-center gap-2 flex-wrap">
+                <h2 className="text-base font-bold tracking-tight">{activeGroup.title}</h2>
+                <span className={`rounded-full border px-2 py-0.5 text-[10px] font-mono tabular-nums ${countTone(activeGroup.tone)}`}>
+                  {activeGroup.items.length}
+                </span>
+              </div>
+            </div>
+          </div>
+
+          {activeGroup.items.length ? (
+            <div className="space-y-3">
+              <div className="flex items-center justify-between gap-3">
+                <div className="text-[10px] uppercase tracking-wider text-text-muted font-semibold">标的列表</div>
+                <div className="text-[11px] text-text-muted">内部滚动</div>
+              </div>
+              <div className="max-h-[980px] overflow-y-auto pr-1 md:pr-2">
+                <div className="grid grid-cols-1 md:grid-cols-2 gap-3">
+                  {activeGroup.items.map((rec, index) => (
+                    <div
+                      key={`${activeGroup.key}-${rec.groupDate}-${rec.ts_code}`}
+                      className="animate-fade-in-up"
+                      style={{ animationDelay: `${index * 30}ms` }}
+                    >
+                      <StockCard rec={rec} />
+                    </div>
+                  ))}
+                </div>
+              </div>
+            </div>
+          ) : (
+            <div className="rounded-xl bg-surface-1 border border-border-subtle p-10 text-center">
+              <div className="text-sm text-text-muted">当前分组暂无标的</div>
+              <div className="text-xs text-text-muted/50 mt-1">可以切换到其他分组，或等待下一次扫描结果</div>
+            </div>
+          )}
+        </div>
+      </div>
+    </div>
+  );
+}
+
+function RecommendationCommandCenter({
+  latestCount,
+  actionableCount,
+  watchCount,
+  trackingCount,
+  performance,
+  iteration,
+}: {
+  latestCount: number;
+  actionableCount: number;
+  watchCount: number;
+  trackingCount: number;
+  performance: PerformanceStats | null;
+  iteration: StrategyIterationReport | null;
+}) {
+  const closedCount = performance
+    ? (performance.lifecycle_counts?.closed_win ?? 0) + (performance.lifecycle_counts?.closed_loss ?? 0) + (performance.lifecycle_counts?.expired ?? 0)
+    : 0;
+  const aiInsight = iteration?.ai_analysis || iteration?.summary || "推荐进入跟踪后，系统会把命中、回撤、失效模式反馈到下一轮策略选择。";
+
+  return (
+    <div className="glass-card-static p-5 mb-5 animate-fade-in-up overflow-hidden relative">
+      <div className="absolute left-[-80px] top-[-120px] w-72 h-72 rounded-full bg-cyan-500/[0.05] blur-3xl pointer-events-none" />
+      <div className="relative grid grid-cols-1 xl:grid-cols-[0.95fr_1.05fr] gap-5">
+        <div>
+          <div className="text-[10px] uppercase tracking-[0.22em] text-amber-400 font-semibold mb-2">
+            Recommendation Ops
+          </div>
+          <h2 className="text-xl md:text-2xl font-bold tracking-tight">推荐不是排行榜，是执行管线</h2>
+          <p className="text-sm text-text-secondary leading-relaxed mt-2">
+            这里把 AI 选股结果拆成四个动作池：能操作的先盯触发，未确认的继续等待，已推荐的持续跟踪，结束后的样本进入策略迭代。
+          </p>
+          <div className="grid grid-cols-4 gap-2 mt-4">
+            <PipelineMetric label="今日" value={latestCount} />
+            <PipelineMetric label="可操作" value={actionableCount} tone="red" />
+            <PipelineMetric label="关注" value={watchCount} tone="amber" />
+            <PipelineMetric label="跟踪" value={trackingCount || (performance?.lifecycle_counts?.tracking ?? 0)} tone="cyan" />
+          </div>
+        </div>
+
+        <div className="grid grid-cols-1 md:grid-cols-2 gap-3">
+          <div className="rounded-2xl bg-surface-1 border border-border-subtle p-4">
+            <SectionTitle title="闭环质量" />
+            <div className="grid grid-cols-2 gap-2 mt-3">
+              <QualityCell label="胜率" value={`${(performance?.win_rate ?? 0).toFixed(1)}%`} tone={(performance?.win_rate ?? 0) >= 50 ? "red" : "emerald"} />
+              <QualityCell label="平均收益" value={`${(performance?.avg_return ?? 0) > 0 ? "+" : ""}${(performance?.avg_return ?? 0).toFixed(2)}%`} tone={(performance?.avg_return ?? 0) >= 0 ? "red" : "emerald"} />
+              <QualityCell label="复盘样本" value={iteration?.sample_size ?? 0} />
+              <QualityCell label="已结束" value={closedCount} />
+            </div>
+          </div>
+          <div className="rounded-2xl bg-cyan-500/[0.04] border border-cyan-500/10 p-4">
+            <SectionTitle title="AI 迭代提示" />
+            <p className="text-xs text-cyan-400/85 leading-relaxed mt-3 line-clamp-6">
+              {aiInsight}
+            </p>
+          </div>
+        </div>
+      </div>
+    </div>
+  );
+}
+
+function PipelineMetric({ label, value, tone }: { label: string; value: number; tone?: "red" | "amber" | "cyan" }) {
+  const color = tone === "red" ? "text-red-400" : tone === "amber" ? "text-amber-400" : tone === "cyan" ? "text-cyan-400" : "text-text-primary";
+  return (
+    <div className="rounded-xl bg-surface-1 border border-border-subtle px-3 py-2">
+      <div className="text-[10px] text-text-muted/60">{label}</div>
+      <div className={`text-lg font-bold font-mono tabular-nums mt-0.5 ${color}`}>{value}</div>
+    </div>
+  );
+}
+
+function QualityCell({
+  label,
+  value,
+  tone,
+}: {
+  label: string;
+  value: string | number;
+  tone?: "red" | "emerald";
+}) {
+  const color = tone === "red" ? "text-red-400" : tone === "emerald" ? "text-emerald-400" : "text-text-secondary";
+  return (
+    <div className="rounded-xl bg-surface-2 px-3 py-2">
+      <div className="text-[10px] text-text-muted/60">{label}</div>
+      <div className={`text-sm font-bold font-mono tabular-nums mt-0.5 ${color}`}>{value}</div>
+    </div>
+  );
+}
+
+function SectionTitle({ title }: { title: string }) {
+  return (
+    <div className="text-[10px] text-text-muted uppercase tracking-wider font-semibold">
+      {title}
+    </div>
+  );
+}
+
+function FreshnessCell({ label, value }: { label: string; value: string }) {
+  return (
+    <div className="rounded-xl bg-surface-1 border border-border-subtle px-3 py-2">
+      <div className="text-[10px] text-text-muted/60">{label}</div>
+      <div className="text-xs font-mono tabular-nums text-text-secondary mt-0.5">{value}</div>
+    </div>
+  );
+}
+
+function activeButtonTone(tone: FunnelGroup["tone"]): string {
+  if (tone === "red") return "border-red-500/20 bg-red-500/[0.06]";
+  if (tone === "amber") return "border-amber-500/20 bg-amber-500/[0.07]";
+  if (tone === "cyan") return "border-cyan-500/20 bg-cyan-500/[0.07]";
+  return "border-border-subtle bg-surface-2";
+}
+
+function countTone(tone: FunnelGroup["tone"]): string {
+  if (tone === "red") return "border-red-500/15 bg-red-500/[0.035] text-red-400";
+  if (tone === "amber") return "border-amber-500/15 bg-amber-500/[0.04] text-amber-400";
+  if (tone === "cyan") return "border-cyan-500/15 bg-cyan-500/[0.04] text-cyan-400";
+  return "border-border-subtle bg-surface-1 text-text-secondary";
+}

frontend/src/app/(auth)/sectors/page.tsx

@@ -24,10 +24,10 @@ function getStageInfo(stage: string) {
 
 function getOpportunityHint(stage: string, mainForceRatio?: number): string {
   switch (stage) {
-    case "early": return "新行情启动，关注领涨股入场时机";
-    case "mid": return (mainForceRatio ?? 0) > 30 ? "行情加速中，主力资金持续流入" : "行情发展中，关注资金动向";
-    case "late": return "行情接近高位，注意获利回吐风险";
-    case "end": return "行情衰退，建议谨慎观望";
+    case "early": return "关注启动强度";
+    case "mid": return (mainForceRatio ?? 0) > 30 ? "关注回流确认" : "观察资金动向";
+    case "late": return "注意高位分化";
+    case "end": return "以观望为主";
     default: return "";
   }
 }
@@ -262,7 +262,7 @@ function FocusSummary({ sectors }: { sectors: SectorData[] }) {
       <h2 className="text-xs font-semibold text-amber-400 uppercase tracking-wider mb-3">
         今日关注
       </h2>
-      <div className="grid grid-cols-1 md:grid-cols-3 gap-3">
+      <div className="grid grid-cols-1 md:grid-cols-3 xl:grid-cols-1 gap-3">
         {top3.map((sector, i) => {
           const displayPct = sector.realtime_pct_change ?? sector.pct_change;
           const isUp = displayPct > 0;
@@ -272,16 +272,18 @@ function FocusSummary({ sectors }: { sectors: SectorData[] }) {
 
           return (
             <div key={sector.sector_code} className={`rounded-xl p-3 border ${stage.bg}`}>
-              <div className="flex items-center justify-between mb-1.5">
-                <div className="flex items-center gap-2">
+              <div className="flex flex-wrap items-start justify-between gap-2 mb-1.5">
+                <div className="flex min-w-0 items-center gap-2">
                   <span className={`w-5 h-5 rounded-md flex items-center justify-center text-[10px] font-bold ${
                     i === 0 ? "bg-amber-500/20 text-amber-400" : i === 1 ? "bg-slate-400/15 text-slate-300" : "bg-amber-700/15 text-amber-400/80"
                   }`}>
                     {i + 1}
                   </span>
-                  <span className="text-sm font-semibold text-text-primary">{sector.sector_name}</span>
+                  <span className="min-w-0 break-words text-sm font-semibold text-text-primary">
+                    {sector.sector_name}
+                  </span>
                 </div>
-                <div className="flex items-center gap-1.5">
+                <div className="ml-auto flex shrink-0 flex-wrap items-center justify-end gap-1.5">
                   <span className={`text-[10px] px-1.5 py-0.5 rounded-md border font-medium ${stage.bg} ${stage.color}`}>
                     {stage.label}
                   </span>
@@ -293,7 +295,7 @@ function FocusSummary({ sectors }: { sectors: SectorData[] }) {
               <div className={`text-[11px] ${stage.color} mb-2`}>
                 {hint}
               </div>
-              <div className="flex items-center gap-3 text-[11px]">
+              <div className="flex flex-wrap items-center gap-x-3 gap-y-1.5 text-[11px]">
                 <span className={`font-mono tabular-nums ${sector.capital_inflow > 0 ? "text-red-400/80" : "text-emerald-400/80"}`}>
                   资金{sector.capital_inflow > 0 ? "+" : ""}{formatNumber(sector.capital_inflow)}
                 </span>
@@ -389,93 +391,121 @@ export default function SectorsPage() {
     return sectors.filter(s => s.stage === stageFilter);
   }, [sectors, stageFilter]);
 
+  const sectorBuckets = useMemo(() => {
+    const mainline = sectors.slice(0, 3);
+    const secondary = sectors.slice(3, 8);
+    const watchlist = sectors.filter((sector) => ["late", "end"].includes(sector.stage ?? "")).slice(0, 4);
+    return { mainline, secondary, watchlist };
+  }, [sectors]);
+
   return (
     <ErrorBoundary>
     <div className="max-w-7xl mx-auto px-4 md:px-8 pt-6 pb-20 md:pb-10">
-      <div className="flex items-center justify-between mb-5 animate-fade-in-up">
-        <div>
-          <h1 className="text-lg font-bold tracking-tight">板块分析</h1>
-          <p className="text-xs text-text-muted mt-0.5">
-            基于资金流向、涨跌表现、龙头股的热度排名
-            {hasRealtime && <span className="text-emerald-400/60 ml-1">· 实时数据</span>}
-          </p>
-        </div>
-        <button
-          onClick={() => setShowRotation(!showRotation)}
-          className={`text-xs px-4 py-2 rounded-xl font-medium transition-all ${
-            showRotation
-              ? "bg-gradient-to-r from-amber-500/25 to-amber-600/20 text-amber-400 border border-amber-500/15"
-              : "bg-surface-2 text-text-muted hover:text-text-secondary border border-transparent"
-          }`}
-        >
-          {showRotation ? "隐藏轮动" : "板块轮动"}
-        </button>
+      <div className="animate-fade-in-up mb-5">
+        <h1 className="text-lg font-bold tracking-tight">板块主线</h1>
+        <p className="text-xs text-text-muted mt-0.5">
+          判断当前主线、板块阶段、资金持续性和领涨股强度
+          {hasRealtime && <span className="text-emerald-400/60 ml-1">· 实时数据</span>}
+        </p>
       </div>
 
-      {/* Sector Rotation Heatmap */}
-      {showRotation && (
-        <div className="mb-6 animate-fade-in-up">
-          {rotationData && rotationData.sectors.length > 0 ? (
-            <SectorRotationChart data={rotationData} />
-          ) : (
-            <div className="glass-card-static p-8 text-center">
-              <div className="w-6 h-6 border-2 border-amber-400/30 border-t-amber-400 rounded-full animate-spin mx-auto mb-2" />
-              <div className="text-xs text-text-muted">加载轮动数据...</div>
-            </div>
-          )}
-        </div>
-      )}
-
-      {/* Today's Focus - Top 3 */}
-      {sectors.length > 0 && <FocusSummary sectors={sectors} />}
-
-      {/* Stage filter tabs */}
-      {sectors.length > 0 && (
-        <div className="flex items-center gap-2 mb-4 animate-fade-in-up">
-          {[
-            { key: "all", label: "全部", count: stageCounts.all },
-            { key: "early", label: "启动期", count: stageCounts.early },
-            { key: "mid", label: "发展期", count: stageCounts.mid },
-            { key: "late_end", label: "后期/尾声", count: stageCounts.late_end },
-          ].map(tab => (
-            <button
-              key={tab.key}
-              onClick={() => setStageFilter(tab.key)}
-              className={`text-xs px-3 py-1.5 rounded-lg font-medium transition-all ${
-                stageFilter === tab.key
-                  ? "bg-gradient-to-r from-amber-500/20 to-amber-600/15 text-amber-400 border border-amber-500/15"
-                  : "bg-surface-2 text-text-muted hover:text-text-secondary border border-transparent"
-              }`}
-            >
-              {tab.label}
-              <span className="ml-1 text-[10px] text-text-muted/50">{tab.count}</span>
-            </button>
-          ))}
-        </div>
-      )}
-
       {!sectors.length ? (
         <div className="glass-card-static p-12 text-center animate-fade-in-up">
           <div className="text-text-muted text-sm mb-1">暂无板块数据</div>
           <div className="text-text-muted/50 text-xs">触发扫描后自动更新</div>
         </div>
-      ) : !filteredSectors.length ? (
-        <div className="glass-card-static p-12 text-center animate-fade-in-up">
-          <div className="text-text-muted text-sm">当前筛选下无板块数据</div>
-        </div>
       ) : (
-        <div className="grid grid-cols-1 md:grid-cols-2 lg:grid-cols-3 gap-4">
-          {filteredSectors.map((sector) => {
-            const originalIndex = sectors.findIndex(s => s.sector_code === sector.sector_code);
-            return (
-              <SectorDetailCard
-                key={sector.sector_code}
-                sector={sector}
-                index={originalIndex}
-                factorScores={factorScoresMap.get(sector.sector_code)}
-              />
-            );
-          })}
+        <div className="grid grid-cols-1 xl:grid-cols-[minmax(0,1.35fr)_340px] gap-5">
+          <section className="space-y-4">
+            <MainlineCommandDeck
+              mainline={sectorBuckets.mainline}
+              secondary={sectorBuckets.secondary}
+              watchlist={sectorBuckets.watchlist}
+            />
+
+            <div className="glass-card-static p-4 animate-fade-in-up">
+              <div className="flex flex-wrap items-center justify-between gap-3 mb-3">
+                <div>
+                  <div className="text-[10px] uppercase tracking-[0.22em] text-text-muted font-semibold">板块列表</div>
+                  <div className="text-sm text-text-secondary mt-1">先按阶段筛，再看每个板块的资金、阶段和领涨股结构。</div>
+                </div>
+                <div className="flex flex-wrap items-center gap-2">
+                  {[
+                    { key: "all", label: "全部", count: stageCounts.all },
+                    { key: "early", label: "启动期", count: stageCounts.early },
+                    { key: "mid", label: "发展期", count: stageCounts.mid },
+                    { key: "late_end", label: "后期/尾声", count: stageCounts.late_end },
+                  ].map(tab => (
+                    <button
+                      key={tab.key}
+                      onClick={() => setStageFilter(tab.key)}
+                      className={`text-xs px-3 py-1.5 rounded-lg font-medium transition-all ${
+                        stageFilter === tab.key
+                          ? "bg-gradient-to-r from-amber-500/20 to-amber-600/15 text-amber-400 border border-amber-500/15"
+                          : "bg-surface-2 text-text-muted hover:text-text-secondary border border-transparent"
+                      }`}
+                    >
+                      {tab.label}
+                      <span className="ml-1 text-[10px] text-text-muted/50">{tab.count}</span>
+                    </button>
+                  ))}
+                </div>
+              </div>
+
+              {!filteredSectors.length ? (
+                <div className="rounded-2xl border border-border-subtle bg-surface-1/70 p-8 text-center text-sm text-text-muted">
+                  当前筛选下无板块数据
+                </div>
+              ) : (
+                <div className="grid grid-cols-1 md:grid-cols-2 gap-4 max-h-[1200px] overflow-y-auto pr-1">
+                  {filteredSectors.map((sector) => {
+                    const originalIndex = sectors.findIndex(s => s.sector_code === sector.sector_code);
+                    return (
+                      <SectorDetailCard
+                        key={sector.sector_code}
+                        sector={sector}
+                        index={originalIndex}
+                        factorScores={factorScoresMap.get(sector.sector_code)}
+                      />
+                    );
+                  })}
+                </div>
+              )}
+            </div>
+          </section>
+
+          <aside className="space-y-4">
+            <FocusSummary sectors={sectors} />
+            <div className="glass-card-static p-4 animate-fade-in-up">
+              <div className="flex items-center justify-between gap-3">
+                <div>
+                  <div className="text-[10px] uppercase tracking-[0.22em] text-cyan-400 font-semibold">轮动观察</div>
+                  <div className="text-sm text-text-secondary mt-1">轮动图收纳在侧栏，避免首屏被大图挤占。</div>
+                </div>
+                <button
+                  onClick={() => setShowRotation(!showRotation)}
+                  className={`text-xs px-3 py-2 rounded-xl font-medium transition-all ${
+                    showRotation
+                      ? "bg-gradient-to-r from-amber-500/25 to-amber-600/20 text-amber-400 border border-amber-500/15"
+                      : "bg-surface-2 text-text-muted hover:text-text-secondary border border-transparent"
+                  }`}
+                >
+                  {showRotation ? "收起" : "展开"}
+                </button>
+              </div>
+            </div>
+
+            {showRotation ? (
+              rotationData && rotationData.sectors.length > 0 ? (
+                <SectorRotationChart data={rotationData} />
+              ) : (
+                <div className="glass-card-static p-8 text-center">
+                  <div className="w-6 h-6 border-2 border-amber-400/30 border-t-amber-400 rounded-full animate-spin mx-auto mb-2" />
+                  <div className="text-xs text-text-muted">加载轮动数据...</div>
+                </div>
+              )
+            ) : null}
+          </aside>
         </div>
       )}
     </div>
@@ -483,6 +513,143 @@ export default function SectorsPage() {
   );
 }
 
+function MainlineCommandDeck({
+  mainline,
+  secondary,
+  watchlist,
+}: {
+  mainline: SectorData[];
+  secondary: SectorData[];
+  watchlist: SectorData[];
+}) {
+  return (
+    <div className="glass-card-static p-5 animate-fade-in-up mb-4 overflow-hidden relative">
+      <div className="absolute right-[-120px] top-[-120px] w-72 h-72 rounded-full bg-amber-500/[0.045] blur-3xl pointer-events-none" />
+      <div className="relative">
+        <div className="text-[10px] uppercase tracking-[0.22em] text-amber-400 font-semibold mb-2">Sector Command</div>
+        <h2 className="text-xl font-bold tracking-tight">主线不是排行榜，是今天的方向分层</h2>
+        <p className="text-sm text-text-secondary leading-relaxed mt-2">
+          主线决定是否值得参与，次主线决定是否做轮动，观察线只保留跟踪，不抢跑。
+        </p>
+        <div className="grid grid-cols-1 xl:grid-cols-3 gap-3 mt-4">
+          <SectorLane title="今日主线" description="可以围绕龙头和回流机会制定计划" tone="red" sectors={mainline} />
+          <SectorLane title="次主线" description="可跟踪轮动，不宜当主仓位方向" tone="amber" sectors={secondary} />
+          <SectorLane title="观察线" description="只看变化，不在当前阶段主动追击" tone="slate" sectors={watchlist} />
+        </div>
+      </div>
+    </div>
+  );
+}
+
+function SectorLane({
+  title,
+  description,
+  tone,
+  sectors,
+}: {
+  title: string;
+  description: string;
+  tone: "red" | "amber" | "slate";
+  sectors: SectorData[];
+}) {
+  const toneClass = tone === "red"
+    ? "border-red-500/15 bg-red-500/[0.04] text-red-400"
+    : tone === "amber"
+    ? "border-amber-500/15 bg-amber-500/[0.04] text-amber-400"
+    : "border-border-subtle bg-surface-1 text-text-secondary";
+
+  return (
+    <div className="rounded-2xl bg-surface-1/70 border border-border-subtle p-4">
+      <div className="flex items-center justify-between gap-3 mb-2">
+        <div>
+          <h3 className="text-sm font-bold tracking-tight">{title}</h3>
+          <p className="text-[11px] text-text-muted mt-0.5">{description}</p>
+        </div>
+        <span className={`text-xs font-mono tabular-nums rounded-lg border px-2 py-1 ${toneClass}`}>
+          {sectors.length}
+        </span>
+      </div>
+      {sectors.length ? (
+        <div className="space-y-2.5 mt-3">
+          {sectors.map((sector) => (
+            <SectorLaneRow key={sector.sector_code} sector={sector} />
+          ))}
+        </div>
+      ) : (
+        <div className="text-xs text-text-muted mt-3">暂无数据</div>
+      )}
+    </div>
+  );
+}
+
+function SectorLaneRow({ sector }: { sector: SectorData }) {
+  const stage = getStageInfo(sector.stage ?? "");
+  const leaders = sector.is_realtime
+    ? (sector.leading_stocks_realtime?.length ? sector.leading_stocks_realtime : sector.leading_stocks)
+    : sector.leading_stocks;
+  const leadText = leaders?.slice(0, 2).map((stock) => stock.name).join(" / ") || "暂无代表股";
+  const action = getSectorAction(sector);
+  const displayPct = sector.realtime_pct_change ?? sector.pct_change;
+
+  return (
+    <div className="rounded-xl bg-surface-2/70 border border-border-subtle px-3 py-2.5">
+      <div className="flex items-center justify-between gap-2">
+        <div className="min-w-0">
+          <div className="flex items-center gap-2">
+            <span className="text-sm font-semibold truncate">{sector.sector_name}</span>
+            <span className={`text-[10px] px-1.5 py-0.5 rounded-md border ${stage.bg} ${stage.color}`}>
+              {stage.label}
+            </span>
+          </div>
+          <div className="text-[11px] text-text-muted mt-0.5 line-clamp-1">
+            代表股：{leadText}
+          </div>
+        </div>
+        <div className="text-right shrink-0">
+          <div className={`text-sm font-bold font-mono tabular-nums ${displayPct >= 0 ? "text-red-400" : "text-emerald-400"}`}>
+            {displayPct > 0 ? "+" : ""}{displayPct.toFixed(2)}%
+          </div>
+          <div className="text-[10px] text-text-muted">{action.label}</div>
+        </div>
+      </div>
+      <div className="grid grid-cols-2 gap-2 mt-2 text-[11px]">
+        <div className="rounded-lg bg-surface-1 px-2 py-1.5 text-text-secondary">
+          参与建议：{action.advice}
+        </div>
+        <div className="rounded-lg bg-surface-1 px-2 py-1.5 text-text-secondary">
+          失效观察：{action.risk}
+        </div>
+      </div>
+    </div>
+  );
+}
+
+function getSectorAction(sector: SectorData) {
+  const stage = sector.stage ?? "";
+  const mainForce = sector.main_force_ratio ?? 0;
+  const pct = sector.realtime_pct_change ?? sector.pct_change;
+
+  if (stage === "early") {
+    return {
+      label: "可进攻",
+      advice: "盯龙头和首个分歧回流，优先轻仓试错。",
+      risk: "若涨停家数不扩散或龙头走弱，立刻降级观察。",
+    };
+  }
+  if (stage === "mid" && mainForce > 20 && pct > 0) {
+    return {
+      label: "回流参与",
+      advice: "等分歧后的承接确认，不追情绪顶点。",
+      risk: "若主力占比回落或板块跟风掉队，停止追击。",
+    };
+  }
+  return {
+    label: "只观察",
+    advice: "只保留跟踪，不作为当前主仓位方向。",
+    risk: "若主线切换或板块退潮，及时移出观察列表。",
+  };
+}
+
 function SectorRotationChart({ data }: { data: SectorRotationData }) {
   const [el, setEl] = useState<HTMLDivElement | null>(null);
   const { theme } = useNextTheme();
@@ -582,4 +749,4 @@ function useNextTheme() {
   // eslint-disable-next-line @typescript-eslint/no-require-imports
   const { useTheme } = require("next-themes");
   return useTheme();
-}
+}

frontend/src/app/(auth)/stock/[code]/page.tsx

@@ -3,8 +3,7 @@
 import { useEffect, useState } from "react";
 import { useParams } from "next/navigation";
 import { fetchAPI } from "@/lib/api";
-import type { RecommendationData, DayGroup } from "@/lib/api";
-import { getScoreColor } from "@/lib/utils";
+import type { DayGroup, RecommendationData, StockThesisResponse } from "@/lib/api";
 import KlineChart from "@/components/kline-chart";
 import CapitalFlowChart from "@/components/capital-flow";
 import { ErrorBoundary } from "@/components/error-boundary";
@@ -31,14 +30,6 @@ interface StockSignals {
   position_score: number;
 }
 
-interface RecScore {
-  supply_demand_score: number;
-  price_action_score: number;
-  technical_score: number;
-  position_score: number;
-  score: number;
-}
-
 interface QuoteData {
   ts_code: string;
   name: string;
@@ -71,378 +62,398 @@ interface FlowRecord {
   sm_net: number;
 }
 
+interface RecScore {
+  supply_demand_score: number;
+  price_action_score: number;
+  technical_score: number;
+  position_score: number;
+  score: number;
+}
+
+function isValidQuote(data: QuoteData | null): data is QuoteData {
+  return !!data && typeof data.price === "number" && typeof data.pct_chg === "number";
+}
+
 export default function StockDetailPage() {
   const params = useParams();
   const code = params.code as string;
 
+  const [thesis, setThesis] = useState<StockThesisResponse | null>(null);
   const [quote, setQuote] = useState<QuoteData | null>(null);
   const [signals, setSignals] = useState<StockSignals | null>(null);
   const [recScore, setRecScore] = useState<RecScore | null>(null);
-  // eslint-disable-next-line @typescript-eslint/no-explicit-any
-  const [kline, setKline] = useState<any[]>([]);
+  const [kline, setKline] = useState<unknown[]>([]);
   const [capitalFlow, setCapitalFlow] = useState<FlowRecord[]>([]);
+  const [loading, setLoading] = useState(true);
+  const [evidenceLoading, setEvidenceLoading] = useState(false);
+  const [evidenceLoaded, setEvidenceLoaded] = useState(false);
 
   useEffect(() => {
     if (!code) return;
-    Promise.all([
-      fetchAPI<QuoteData>(`/api/stocks/${code}/quote`).catch(() => null),
-      fetchAPI<StockSignals>(`/api/stocks/${code}/signals`).catch(() => null),
-      fetchAPI<unknown[]>(`/api/stocks/${code}/kline?days=120`).catch(() => []),
-      fetchAPI<FlowRecord[]>(`/api/stocks/${code}/capital_flow?days=10`).catch(() => []),
-    ]).then(([q, s, k, c]) => {
-      setQuote(q);
-      setSignals(s);
-      setKline(k);
-      setCapitalFlow(c as FlowRecord[]);
-    });
-    // 尝试从推荐历史中获取该股票的评分
-    fetchAPI<DayGroup[]>(`/api/recommendations/history?days=14`).then((history) => {
-      for (const group of history) {
-        const rec = group.recommendations?.find((r) => r.ts_code === code);
-        if (rec && rec.supply_demand_score) {
+
+    let cancelled = false;
+
+    async function load() {
+      setLoading(true);
+      try {
+        const [thesisData, history] = await Promise.all([
+          fetchAPI<StockThesisResponse>(`/api/stocks/${code}/thesis`).catch(() => null),
+          fetchAPI<DayGroup[]>(`/api/recommendations/history?days=14`).catch(() => []),
+        ]);
+
+        if (cancelled) return;
+
+        setThesis(thesisData);
+
+        const recFromHistory = history
+          .flatMap((group) => group.recommendations)
+          .find((rec) => rec.ts_code === code);
+        const rec = thesisData?.recommendation ?? recFromHistory ?? null;
+
+        if (rec) {
           setRecScore({
-            supply_demand_score: rec.supply_demand_score,
+            supply_demand_score: rec.supply_demand_score ?? 0,
             price_action_score: rec.price_action_score ?? 0,
             technical_score: rec.technical_score,
             position_score: rec.position_score ?? 50,
             score: rec.score,
           });
-          break;
+        } else {
+          setRecScore(null);
         }
+
+        setQuote(null);
+        setSignals(null);
+        setKline([]);
+        setCapitalFlow([]);
+        setEvidenceLoaded(false);
+      } finally {
+        if (!cancelled) setLoading(false);
       }
-    }).catch(() => null);
+    }
+
+    load();
+    return () => {
+      cancelled = true;
+    };
   }, [code]);
 
+  const loadEvidence = async () => {
+    if (!code || evidenceLoading || evidenceLoaded) return;
+    setEvidenceLoading(true);
+    try {
+      const [quoteData, signalsData, klineData, flowData] = await Promise.all([
+        fetchAPI<QuoteData>(`/api/stocks/${code}/quote`).catch(() => null),
+        fetchAPI<StockSignals>(`/api/stocks/${code}/signals`).catch(() => null),
+        fetchAPI<unknown[]>(`/api/stocks/${code}/kline?days=120`).catch(() => []),
+        fetchAPI<FlowRecord[]>(`/api/stocks/${code}/capital_flow?days=10`).catch(() => []),
+      ]);
+      setQuote(isValidQuote(quoteData) ? quoteData : null);
+      setSignals(signalsData);
+      setKline(Array.isArray(klineData) ? klineData : []);
+      setCapitalFlow(Array.isArray(flowData) ? flowData : []);
+      setEvidenceLoaded(true);
+    } finally {
+      setEvidenceLoading(false);
+    }
+  };
+
+  const recommendation = thesis?.recommendation;
+  const latestTracking = thesis?.latest_tracking;
   const latestFlow = capitalFlow.length > 0 ? capitalFlow[capitalFlow.length - 1] : null;
+  const pageName = recommendation?.name || thesis?.name || quote?.name || code;
 
   return (
     <ErrorBoundary>
-    <div className="max-w-6xl mx-auto px-4 md:px-8 pt-6 pb-20 md:pb-10 space-y-4">
-      {/* Back */}
-      <a
-        href="/"
-        className="inline-flex items-center gap-1.5 text-xs text-text-muted hover:text-text-primary transition-colors animate-fade-in-up"
-      >
-        <svg
-          width="12"
-          height="12"
-          viewBox="0 0 24 24"
-          fill="none"
-          stroke="currentColor"
-          strokeWidth="2"
-          strokeLinecap="round"
-          strokeLinejoin="round"
+      <div className="max-w-7xl mx-auto px-4 md:px-8 pt-6 pb-20 md:pb-10 space-y-5">
+        <a
+          href="/recommendations"
+          className="inline-flex items-center gap-1.5 text-xs text-text-muted hover:text-text-primary transition-colors animate-fade-in-up"
         >
-          <path d="M19 12H5M12 19l-7-7 7-7" />
-        </svg>
-        返回
-      </a>
+          <svg width="12" height="12" viewBox="0 0 24 24" fill="none" stroke="currentColor" strokeWidth="2" strokeLinecap="round" strokeLinejoin="round">
+            <path d="M19 12H5M12 19l-7-7 7-7" />
+          </svg>
+          返回推荐池
+        </a>
 
-      {/* Quote header */}
-      <div className="animate-fade-in-up">
-        {quote && (
-          <div className="glass-card-static p-5">
-            <div className="flex items-center justify-between mb-3">
-              <div className="flex items-center gap-3">
-                <span className="text-lg font-bold tracking-tight">{quote.name}</span>
-                <span className="text-sm text-text-muted font-mono tabular-nums">{quote.ts_code}</span>
+        <div className="glass-card-static p-5 animate-fade-in-up overflow-hidden relative">
+          <div className="absolute right-[-90px] top-[-120px] w-72 h-72 rounded-full bg-cyan-500/[0.04] blur-3xl pointer-events-none" />
+          <div className="relative grid grid-cols-1 xl:grid-cols-[minmax(0,1fr)_320px] gap-5">
+            <div className="min-w-0">
+              <div className="flex flex-wrap items-center gap-2 mb-2">
+                <span className="text-[10px] uppercase tracking-[0.22em] text-cyan-400 font-semibold">Stock Thesis</span>
+                {recommendation?.action_plan ? (
+                  <span className={`text-[10px] px-2 py-0.5 rounded-full border ${getActionPlanClass(recommendation.action_plan)}`}>
+                    {recommendation.action_plan}
+                  </span>
+                ) : null}
+                {recommendation?.lifecycle_status ? (
+                  <span className="text-[10px] px-2 py-0.5 rounded-full border border-border-subtle bg-surface-1 text-text-muted">
+                    {getLifecycleLabel(recommendation.lifecycle_status)}
+                  </span>
+                ) : null}
+              </div>
+
+              <div className="flex flex-wrap items-end gap-3">
+                <h1 className="text-2xl md:text-3xl font-bold tracking-tight">{pageName}</h1>
+                <span className="text-sm text-text-muted font-mono tabular-nums">{code}</span>
+              </div>
+
+              <p className="text-sm text-text-secondary leading-relaxed mt-3 max-w-4xl">
+                {buildHeroSummary(thesis, quote)}
+              </p>
+
+              <div className="grid grid-cols-1 md:grid-cols-3 gap-2 mt-4">
+                {(thesis?.decision_points ?? []).slice(0, 3).map((point) => (
+                  <DecisionPoint key={point.label} label={point.label} value={point.value} />
+                ))}
+              </div>
+            </div>
+
+            <div className="rounded-2xl bg-surface-1/80 border border-border-subtle p-4">
+              <SectionTitle title="数据状态" />
+              <div className="text-xs text-text-secondary leading-relaxed mt-2">
+                {thesis?.data_freshness.message ?? "加载中"}
+              </div>
+              <div className="flex flex-wrap items-center gap-3 mt-3 text-[11px] text-text-muted">
+                <span>推荐 {formatDateTime(thesis?.data_freshness.recommendation_created_at)}</span>
+                <span>跟踪 {thesis?.data_freshness.tracking_date || "暂无"}</span>
+                <span>诊断 {thesis?.diagnoses?.length ? `${thesis.diagnoses.length}条` : "暂无"}</span>
               </div>
               <a
                 href={`/diagnose?code=${code}`}
-                className="inline-flex items-center gap-1.5 text-xs px-3 py-1.5 bg-gradient-to-r from-amber-500/20 to-amber-600/15 text-amber-400 rounded-lg hover:from-amber-500/30 hover:to-amber-600/25 transition-all border border-amber-500/10"
+                className="inline-flex items-center justify-center mt-3 w-full text-xs px-3 py-2 bg-gradient-to-r from-amber-500/20 to-amber-600/15 text-amber-400 rounded-xl hover:from-amber-500/30 hover:to-amber-600/25 transition-all border border-amber-500/10"
               >
-                <svg width="12" height="12" viewBox="0 0 24 24" fill="none" stroke="currentColor" strokeWidth="2" strokeLinecap="round" strokeLinejoin="round">
-                  <path d="M9 11l3 3L22 4" />
-                  <path d="M21 12v7a2 2 0 0 1-2 2H5a2 2 0 0 1-2-2V5a2 2 0 0 1 2-2h11" />
-                </svg>
                 AI 诊断
               </a>
             </div>
-            <div className="flex items-baseline gap-3">
-              <span
-                className={`text-3xl font-bold font-mono tabular-nums tracking-tight ${
-                  quote.pct_chg > 0
-                    ? "text-red-400"
-                    : quote.pct_chg < 0
-                    ? "text-emerald-400"
-                    : "text-text-primary"
-                }`}
-              >
-                {quote.price.toFixed(2)}
-              </span>
-              <span
-                className={`text-sm font-mono tabular-nums font-medium ${
-                  quote.pct_chg > 0 ? "text-red-400" : "text-emerald-400"
-                }`}
-              >
-                {quote.pct_chg > 0 ? "+" : ""}
-                {quote.pct_chg.toFixed(2)}%
-              </span>
-              {quote.pre_close && (
-                <span className="text-sm text-text-muted font-mono tabular-nums">
-                  昨收 {quote.pre_close.toFixed(2)}
-                </span>
-              )}
-            </div>
-
-            {/* OHLC row */}
-            <div className="grid grid-cols-4 gap-3 mt-4">
-              <MiniStat
-                label="开盘"
-                value={quote.open && quote.open > 0 ? quote.open.toFixed(2) : "-"}
-                color={
-                  quote.open && quote.open > 0 && quote.pre_close
-                    ? quote.open >= quote.pre_close
-                      ? "text-red-400"
-                      : "text-emerald-400"
-                    : undefined
-                }
-              />
-              <MiniStat
-                label="最高"
-                value={quote.high && quote.high > 0 ? quote.high.toFixed(2) : "-"}
-                color="text-red-400"
-              />
-              <MiniStat
-                label="最低"
-                value={quote.low && quote.low > 0 ? quote.low.toFixed(2) : "-"}
-                color="text-emerald-400"
-              />
-              <MiniStat
-                label="振幅"
-                value={quote.amplitude != null ? `${quote.amplitude.toFixed(2)}%` : "-"}
-              />
-            </div>
-
-            {/* Valuation row */}
-            <div className="grid grid-cols-4 gap-3 mt-3">
-              <MiniStat label="换手率" value={`${quote.turnover_rate?.toFixed(2)}%`} />
-              <MiniStat label="市盈率" value={quote.pe?.toFixed(1) ?? "-"} />
-              <MiniStat label="市净率" value={quote.pb?.toFixed(2) ?? "-"} />
-              <MiniStat
-                label="量比"
-                value={quote.volume_ratio?.toFixed(2) ?? "-"}
-                highlight={quote.volume_ratio != null && quote.volume_ratio > 2}
-              />
-            </div>
-
-            {/* Market cap row */}
-            <div className="grid grid-cols-4 gap-3 mt-3">
-              <MiniStat
-                label="总市值"
-                value={quote.total_mv ? `${formatBigNum(quote.total_mv)}亿` : "-"}
-              />
-              <MiniStat
-                label="流通市值"
-                value={quote.circ_mv ? `${formatBigNum(quote.circ_mv)}亿` : "-"}
-              />
-              <MiniStat
-                label="涨停"
-                value={quote.limit_up?.toFixed(2) ?? "-"}
-                color="text-red-400"
-              />
-              <MiniStat
-                label="跌停"
-                value={quote.limit_down?.toFixed(2) ?? "-"}
-                color="text-emerald-400"
-              />
-            </div>
-          </div>
-        )}
-      </div>
-
-      {/* Position Safety + Capital Flow Breakdown */}
-      <div className="grid grid-cols-1 md:grid-cols-2 gap-4 animate-fade-in-up delay-75">
-        {/* Position Safety Card */}
-        {signals && (
-          <div className="glass-card-static p-5">
-            <div className="flex items-center gap-2 mb-4">
-              <span className="w-1 h-4 rounded-full" style={{ backgroundColor: getPositionColor(signals.position_score) }} />
-              <h2 className="text-sm font-bold tracking-tight">
-                仓位安全评估
-              </h2>
-              <span className={`text-lg font-bold font-mono tabular-nums ml-auto`} style={{ color: getPositionColor(signals.position_score) }}>
-                {Math.round(signals.position_score)}
-                <span className="text-[10px] text-text-muted ml-0.5">安全分</span>
-              </span>
-            </div>
-            {/* 位置安全评分条 */}
-            <div className="mb-4">
-              <div className="h-2.5 bg-surface-3 rounded-full overflow-hidden">
-                <div
-                  className="h-full rounded-full transition-all duration-700 ease-out"
-                  style={{ width: `${Math.min(signals.position_score, 100)}%`, backgroundColor: getPositionColor(signals.position_score) }}
-                />
-              </div>
-            </div>
-            {/* Metrics */}
-            <div className="grid grid-cols-3 gap-3">
-              <PositionBar label="5日涨幅" value={signals.rally_pct_5d} />
-              <PositionBar label="10日涨幅" value={signals.rally_pct_10d} />
-              <PositionBar label="距高点" value={signals.distance_from_high} invert />
-            </div>
-          </div>
-        )}
-
-        {/* Capital Flow Breakdown */}
-        {latestFlow && (
-          <CapitalFlowBreakdown flow={latestFlow} />
-        )}
-      </div>
-
-      {/* Technical signals */}
-      {signals && (
-        <div className="glass-card-static p-5 animate-fade-in-up delay-75">
-          <div className="flex items-center justify-between mb-5">
-            <h2 className="text-sm font-bold tracking-tight">
-              技术面分析
-            </h2>
-            {recScore && (
-              <div className={`text-2xl font-bold font-mono tabular-nums ${getScoreColor(recScore.score)}`}>
-                {recScore.score}
-                <span className="text-xs text-text-muted ml-1">综合分</span>
-              </div>
-            )}
-          </div>
-
-          {/* ── Module 1: 核心评分维度 ── */}
-          <div className="mb-5 pb-5 border-b border-border-subtle">
-            <div className="flex items-center gap-2 mb-3">
-              <span className="w-1 h-4 rounded-full bg-amber-500/70" />
-              <span className="text-xs font-semibold text-text-secondary">核心评分维度</span>
-              {recScore && (
-                <span className="text-[10px] text-text-muted/40 ml-1">综合 = 供需×50% + 形态×40% + 趋势×10%</span>
-              )}
-            </div>
-            {recScore ? (
-              <div className="grid grid-cols-4 gap-3">
-                <DimensionScore label="供需关系" sublabel="50%权重" value={recScore.supply_demand_score} />
-                <DimensionScore label="价格形态" sublabel="40%权重" value={recScore.price_action_score} />
-                <DimensionScore label="趋势方向" sublabel="10%权重" value={recScore.technical_score} />
-                <DimensionScore label="位置安全" sublabel="防追高" value={recScore.position_score} />
-              </div>
-            ) : (
-              <div className="grid grid-cols-2 gap-4">
-                <DimensionScore label="趋势评分" sublabel="均线排列+结构+MA20方向" value={signals.trend_score} />
-                <DimensionScore label="信号计数" sublabel="触发即加分，仅供参考" value={(signals.signal_count / 7) * 100} displayValue={`${signals.signal_count}/7`} />
-              </div>
-            )}
-          </div>
-
-          {/* ── Module 2: 辅助信号 ── */}
-          <div className="mb-5 pb-5 border-b border-border-subtle">
-            <div className="flex items-center gap-2 mb-3">
-              <span className="w-1 h-4 rounded-full bg-cyan-500/70" />
-              <span className="text-xs font-semibold text-text-secondary">辅助信号</span>
-              <span className="text-[10px] text-text-muted/30">·触发即加分，不参与主评分</span>
-              <span className={`text-xs font-mono tabular-nums ml-auto ${signals.signal_count >= 4 ? "text-amber-400" : signals.signal_count >= 2 ? "text-cyan-400" : "text-text-muted"}`}>
-                {signals.signal_count}/7
-              </span>
-            </div>
-            <div className="grid grid-cols-4 gap-2">
-              <SignalChip label="均线多头" active={signals.ma_bullish} points={15} />
-              <SignalChip label="放量突破" active={signals.volume_breakout} points={20} />
-              <SignalChip label="MACD金叉" active={signals.macd_golden} points={15} />
-              <SignalChip label="RSI健康" active={signals.rsi_healthy} points={10} />
-              <SignalChip label="缩量回踩" active={signals.pullback_support} points={15} />
-              <SignalChip label="放量长阳" active={signals.big_yang} points={15} />
-              <SignalChip label="布林支撑" active={signals.boll_support} points={10} />
-            </div>
-          </div>
-
-          {/* ── Module 3: 关键价位 ── */}
-          <div>
-            <div className="flex items-center gap-2 mb-3">
-              <span className="w-1 h-4 rounded-full bg-emerald-500/70" />
-              <span className="text-xs font-semibold text-text-secondary">关键价位</span>
-            </div>
-            <div className="grid grid-cols-3 gap-3">
-              <PriceLevel label="支撑位" value={signals.support_price} color="text-orange-400" />
-              <PriceLevel label="压力位" value={signals.resist_price} color="text-red-400" />
-              <PriceLevel label="止损位" value={signals.stop_loss_price} color="text-emerald-400" />
-            </div>
           </div>
         </div>
-      )}
 
-      {/* K-line + Capital flow chart */}
-      <div className="grid grid-cols-1 md:grid-cols-2 gap-4 animate-fade-in-up delay-150">
-        {kline.length > 0 && <KlineChart data={kline} />}
-        {capitalFlow.length > 0 && <CapitalFlowChart data={capitalFlow} />}
+        {loading ? (
+          <div className="glass-card-static p-8 text-center text-sm text-text-muted">加载个股推演中...</div>
+        ) : (
+          <>
+            <div className="grid grid-cols-1 xl:grid-cols-[minmax(0,1fr)_320px] gap-4 animate-fade-in-up">
+              <div className="space-y-4">
+                <PlanCard recommendation={recommendation} trackingNote={latestTracking?.review_note || ""} />
+                <EvidenceCard recommendation={recommendation} />
+                <DiagnosisArchiveCard diagnoses={thesis?.diagnoses ?? []} />
+              </div>
+
+              <div className="space-y-4">
+                <TrackingCard tracking={latestTracking ?? null} />
+                <QuoteSnapshot quote={quote} evidenceLoaded={evidenceLoaded} />
+                <SignalSnapshot signals={signals} recScore={recScore} evidenceLoaded={evidenceLoaded} />
+              </div>
+            </div>
+
+            <div className="glass-card-static p-4 animate-fade-in-up">
+              <div className="flex flex-wrap items-center justify-between gap-3">
+                <SectionTitle title="行情证据" />
+                <button
+                  onClick={loadEvidence}
+                  disabled={evidenceLoading || evidenceLoaded}
+                  className="text-xs px-3 py-2 rounded-xl border border-border-subtle bg-surface-1 text-text-secondary hover:text-cyan-400 transition-colors disabled:opacity-40"
+                >
+                  {evidenceLoading ? "加载中..." : evidenceLoaded ? "已加载证据" : "加载行情证据"}
+                </button>
+              </div>
+            </div>
+
+            {evidenceLoaded ? (
+              <>
+                <div className="grid grid-cols-1 md:grid-cols-2 gap-4 animate-fade-in-up">
+                  {kline.length > 0 ? <KlineChart data={kline as never[]} /> : <ChartEmptyCard title="K线图" description="暂无K线缓存数据" />}
+                  {capitalFlow.length > 0 ? <CapitalFlowChart data={capitalFlow} /> : <ChartEmptyCard title="资金流向趋势" description="暂无资金流缓存数据" />}
+                </div>
+
+                {latestFlow ? (
+                  <CapitalFlowBreakdown flow={latestFlow} />
+                ) : null}
+              </>
+            ) : null}
+          </>
+        )}
       </div>
-    </div>
     </ErrorBoundary>
   );
 }
 
-/* ── Helper components ── */
-
-function MiniStat({
-  label,
-  value,
-  color,
-  highlight,
+function PlanCard({
+  recommendation,
+  trackingNote,
 }: {
-  label: string;
-  value: string;
-  color?: string;
-  highlight?: boolean;
+  recommendation: RecommendationData | null | undefined;
+  trackingNote: string;
 }) {
   return (
-    <div className={`rounded-xl px-3 py-2.5 border ${highlight ? "border-amber-500/20 bg-amber-500/[0.04]" : "border-border-subtle bg-surface-1"}`}>
-      <div className="text-[11px] text-text-muted leading-tight">{label}</div>
-      <div className={`text-sm font-bold font-mono tabular-nums mt-0.5 ${color ?? ""}`}>
-        {value}
+    <div className="glass-card-static p-5">
+        <div className="flex items-center justify-between gap-3 mb-3">
+          <SectionTitle title="操作计划" />
+          {recommendation?.llm_score != null ? (
+            <span className="text-xs font-mono tabular-nums text-cyan-400/80">AI {recommendation.llm_score}/10</span>
+          ) : null}
+      </div>
+      <div className="space-y-3 text-sm">
+        <PlanRow label="触发条件" value={recommendation?.trigger_condition || "暂无明确触发条件"} />
+        <PlanRow label="失效条件" value={recommendation?.invalidation_condition || "暂无明确失效条件"} />
+        <PlanRow label="建议仓位" value={recommendation?.suggested_position_pct != null ? `${recommendation.suggested_position_pct}%` : "未设置"} />
+        <PlanRow label="复盘周期" value={recommendation?.review_after_days ? `${recommendation.review_after_days}个交易日` : "未设置"} />
+        {trackingNote ? <PlanRow label="跟踪结论" value={trackingNote} /> : null}
       </div>
     </div>
   );
 }
 
-function PositionBar({ label, value, invert = false }: { label: string; value: number; invert?: boolean }) {
-  const absVal = Math.abs(value);
-  const maxDisplay = 30;
-  const pct = Math.min(absVal / maxDisplay, 1) * 100;
-  const isPositive = value > 0;
-  const showWarning = invert ? value < -20 : value > 20;
-  const barColor = showWarning ? "bg-amber-400" : isPositive ? "bg-red-400" : "bg-emerald-400";
-  const textColor = showWarning ? "text-amber-400" : isPositive ? "text-red-400" : "text-emerald-400";
-
+function EvidenceCard({ recommendation }: { recommendation: RecommendationData | null | undefined }) {
+  const reasons = recommendation?.reasons ?? [];
   return (
-    <div className="bg-surface-1 rounded-xl px-3 py-2.5 border border-border-subtle">
-      <div className="text-[10px] text-text-muted leading-tight">{label}</div>
-      <div className={`text-sm font-bold font-mono tabular-nums ${textColor}`}>
-        {isPositive ? "+" : ""}
-        {value.toFixed(1)}%
+    <div className="glass-card-static p-5">
+      <SectionTitle title="推荐依据" />
+      <div className="space-y-2 mt-3">
+        {reasons.length ? reasons.map((reason, index) => (
+          <div key={index} className="text-sm text-text-secondary leading-relaxed flex items-start gap-2">
+            <span className="w-1.5 h-1.5 rounded-full bg-amber-400/70 mt-[8px] shrink-0" />
+            <span>{reason}</span>
+          </div>
+        )) : (
+          <div className="text-sm text-text-muted">暂无结构化推荐依据</div>
+        )}
       </div>
-      <div className="h-1.5 rounded-full bg-surface-3 overflow-hidden mt-1.5">
-        <div
-          className={`h-full rounded-full transition-all duration-500 ${barColor}`}
-          style={{ width: `${pct}%` }}
-        />
+      {recommendation?.risk_note ? (
+        <div className="mt-4 rounded-xl bg-amber-500/[0.04] border border-amber-500/10 px-3 py-2 text-xs text-amber-400/80 leading-relaxed">
+          风险提示：{recommendation.risk_note}
+        </div>
+      ) : null}
+    </div>
+  );
+}
+
+function DiagnosisArchiveCard({ diagnoses }: { diagnoses: StockThesisResponse["diagnoses"] }) {
+  return (
+    <div className="glass-card-static p-5">
+      <div className="flex items-center justify-between gap-3 mb-3">
+        <SectionTitle title="AI 推演归档" />
+        <span className="text-[10px] text-text-muted font-mono tabular-nums">{diagnoses.length}条</span>
       </div>
+      {diagnoses.length ? (
+        <div className="space-y-3">
+          {diagnoses.map((item) => (
+            <div key={item.id} className="rounded-xl bg-surface-1 border border-border-subtle p-3">
+              <div className="text-[10px] text-text-muted mb-2">{formatDateTime(item.created_at)}</div>
+              <div className="text-xs text-text-secondary whitespace-pre-line leading-relaxed line-clamp-6">
+                {item.diagnosis}
+              </div>
+            </div>
+          ))}
+        </div>
+      ) : (
+        <div className="text-sm text-text-muted">暂无 AI 诊断归档</div>
+      )}
+    </div>
+  );
+}
+
+function TrackingCard({ tracking }: { tracking: StockThesisResponse["latest_tracking"] }) {
+  return (
+    <div className="glass-card-static p-5">
+      <SectionTitle title="结果跟踪" />
+      {tracking ? (
+        <>
+          <div className="grid grid-cols-2 gap-3 mt-3">
+            <TrackingMetric label="当前收益" value={tracking.pct_from_entry} />
+            <TrackingMetric label="最大浮盈" value={tracking.max_return_pct} />
+            <TrackingMetric label="最大回撤" value={tracking.max_drawdown_pct} />
+            <MiniDataCell label="跟踪天数" value={tracking.days_since_recommendation ?? 0} />
+          </div>
+          <div className="mt-3 text-xs text-text-secondary leading-relaxed">
+            {tracking.review_note || "暂无跟踪备注"}
+          </div>
+        </>
+      ) : (
+        <div className="text-sm text-text-muted mt-3">暂无跟踪记录</div>
+      )}
+    </div>
+  );
+}
+
+function QuoteSnapshot({ quote, evidenceLoaded }: { quote: QuoteData | null; evidenceLoaded: boolean }) {
+  return (
+    <div className="glass-card-static p-5">
+      <SectionTitle title="行情快照" />
+      {quote ? (
+        <>
+          <div className="flex items-baseline gap-3 mt-3">
+            <span className={`text-3xl font-bold font-mono tabular-nums ${quote.pct_chg > 0 ? "text-red-400" : quote.pct_chg < 0 ? "text-emerald-400" : "text-text-primary"}`}>
+              {quote.price.toFixed(2)}
+            </span>
+            <span className={`text-sm font-mono tabular-nums ${quote.pct_chg > 0 ? "text-red-400" : quote.pct_chg < 0 ? "text-emerald-400" : "text-text-muted"}`}>
+              {quote.pct_chg > 0 ? "+" : ""}{quote.pct_chg.toFixed(2)}%
+            </span>
+          </div>
+          <div className="grid grid-cols-2 gap-2 mt-3">
+            <MiniDataCell label="换手率" value={quote.turnover_rate != null ? `${quote.turnover_rate.toFixed(2)}%` : "-"} />
+            <MiniDataCell label="量比" value={quote.volume_ratio != null ? quote.volume_ratio.toFixed(2) : "-"} />
+            <MiniDataCell label="总市值" value={quote.total_mv != null ? `${formatBigNum(quote.total_mv)}亿` : "-"} />
+            <MiniDataCell label="振幅" value={quote.amplitude != null ? `${quote.amplitude.toFixed(2)}%` : "-"} />
+          </div>
+        </>
+      ) : evidenceLoaded ? (
+        <div className="text-sm text-text-muted mt-3">暂未获取到实时行情</div>
+      ) : (
+        <div className="text-sm text-text-muted mt-3">点击“加载行情证据”后查看</div>
+      )}
+    </div>
+  );
+}
+
+function SignalSnapshot({
+  signals,
+  recScore,
+  evidenceLoaded,
+}: {
+  signals: StockSignals | null;
+  recScore: RecScore | null;
+  evidenceLoaded: boolean;
+}) {
+  return (
+    <div className="glass-card-static p-5">
+      <SectionTitle title="证据维度" />
+      {signals ? (
+        <>
+          <div className="grid grid-cols-2 gap-3 mt-3">
+            <DimensionScore label="供需" value={recScore?.supply_demand_score ?? signals.trend_score} />
+            <DimensionScore label="形态" value={recScore?.price_action_score ?? signals.signal_count * 12} />
+            <DimensionScore label="趋势" value={recScore?.technical_score ?? signals.trend_score} />
+            <DimensionScore label="位置" value={recScore?.position_score ?? signals.position_score} />
+          </div>
+          <div className="grid grid-cols-3 gap-2 mt-3">
+            <SignalFlag label="均线多头" active={signals.ma_bullish} />
+            <SignalFlag label="放量突破" active={signals.volume_breakout} />
+            <SignalFlag label="RSI健康" active={signals.rsi_healthy} />
+          </div>
+        </>
+      ) : evidenceLoaded ? (
+        <div className="text-sm text-text-muted mt-3">暂无技术面快照</div>
+      ) : (
+        <div className="text-sm text-text-muted mt-3">点击“加载行情证据”后查看</div>
+      )}
     </div>
   );
 }
 
 function CapitalFlowBreakdown({ flow }: { flow: FlowRecord }) {
-  const maxDisplay = Math.max(
-    ...[flow.elg_net, flow.lg_net, flow.md_net, flow.sm_net].map(Math.abs),
-    1
-  );
+  const maxDisplay = Math.max(...[flow.elg_net, flow.lg_net, flow.md_net, flow.sm_net].map((value) => Math.abs(value)), 1);
   const isMainInflow = flow.main_net_inflow > 0;
+
   return (
     <div className="glass-card-static p-5">
       <div className="flex items-center gap-2 mb-4">
         <span className={`w-1 h-4 rounded-full ${isMainInflow ? "bg-red-500/70" : "bg-emerald-500/70"}`} />
-        <h2 className="text-sm font-bold tracking-tight">
-          今日资金流向
-        </h2>
-        <span
-          className={`text-lg font-bold font-mono tabular-nums ml-auto ${isMainInflow ? "text-red-400" : "text-emerald-400"}`}
-        >
-          {isMainInflow ? "+" : ""}
-          {formatFlowAmount(flow.main_net_inflow)}
-          <span className="text-[10px] text-text-muted ml-0.5">主力净流入</span>
+        <h2 className="text-sm font-bold tracking-tight">资金流拆解</h2>
+        <span className={`text-lg font-bold font-mono tabular-nums ml-auto ${isMainInflow ? "text-red-400" : "text-emerald-400"}`}>
+          {isMainInflow ? "+" : ""}{formatFlowAmount(flow.main_net_inflow)}
         </span>
       </div>
       <div className="space-y-2.5">
@@ -455,6 +466,79 @@ function CapitalFlowBreakdown({ flow }: { flow: FlowRecord }) {
   );
 }
 
+function ChartEmptyCard({ title, description }: { title: string; description: string }) {
+  return (
+    <div className="bg-bg-card rounded-xl p-4">
+      <h2 className="text-sm font-medium text-text-secondary mb-2">{title}</h2>
+      <div className="h-56 flex items-center justify-center text-sm text-text-muted">{description}</div>
+    </div>
+  );
+}
+
+function DecisionPoint({ label, value }: { label: string; value: string }) {
+  return (
+    <div className="rounded-xl bg-surface-1/70 border border-border-subtle px-3 py-2.5">
+      <div className="text-[10px] text-text-muted uppercase tracking-wider font-semibold">{label}</div>
+      <div className="text-sm text-text-primary leading-relaxed mt-1">{value}</div>
+    </div>
+  );
+}
+
+function PlanRow({ label, value }: { label: string; value: string }) {
+  return (
+    <div className="grid grid-cols-[84px_1fr] gap-3">
+      <div className="text-xs text-text-muted">{label}</div>
+      <div className="text-sm text-text-secondary leading-relaxed">{value}</div>
+    </div>
+  );
+}
+
+function MiniDataCell({ label, value }: { label: string; value: string | number }) {
+  return (
+    <div className="rounded-xl bg-surface-2 px-3 py-2">
+      <div className="text-[10px] text-text-muted/60">{label}</div>
+      <div className="text-sm font-mono tabular-nums text-text-secondary mt-0.5">{value}</div>
+    </div>
+  );
+}
+
+function TrackingMetric({ label, value }: { label: string; value: number | null | undefined }) {
+  const num = value ?? 0;
+  const color = num > 0 ? "text-red-400" : num < 0 ? "text-emerald-400" : "text-text-secondary";
+  return (
+    <div className="rounded-xl bg-surface-2 px-3 py-2">
+      <div className="text-[10px] text-text-muted/60">{label}</div>
+      <div className={`text-sm font-bold font-mono tabular-nums mt-0.5 ${color}`}>
+        {num > 0 ? "+" : ""}{num.toFixed(2)}%
+      </div>
+    </div>
+  );
+}
+
+function DimensionScore({ label, value }: { label: string; value: number }) {
+  const width = Math.max(0, Math.min(value, 100));
+  const gradientClass = value >= 70 ? "score-bar-gradient-high" : value >= 50 ? "score-bar-gradient-mid" : "score-bar-gradient-low";
+  return (
+    <div>
+      <div className="flex items-center justify-between mb-1">
+        <span className="text-xs text-text-secondary">{label}</span>
+        <span className="text-xs font-mono tabular-nums text-text-muted">{value.toFixed(0)}</span>
+      </div>
+      <div className="h-2 bg-surface-3 rounded-full overflow-hidden">
+        <div className={`h-full rounded-full ${gradientClass}`} style={{ width: `${width}%` }} />
+      </div>
+    </div>
+  );
+}
+
+function SignalFlag({ label, active }: { label: string; active: boolean }) {
+  return (
+    <div className={`rounded-xl border px-3 py-2 text-xs ${active ? "border-red-500/15 bg-red-500/[0.05] text-red-400" : "border-border-subtle bg-surface-2 text-text-muted"}`}>
+      {label}
+    </div>
+  );
+}
+
 function FlowBar({ label, value, max }: { label: string; value: number; max: number }) {
   const absVal = Math.abs(value);
   const pct = (absVal / max) * 100;
@@ -464,86 +548,52 @@ function FlowBar({ label, value, max }: { label: string; value: number; max: num
     <div>
       <div className="flex items-center justify-between text-xs mb-1">
         <span className="text-text-muted">{label}</span>
-        <span
-          className={`font-mono tabular-nums ${isInflow ? "text-red-400" : "text-emerald-400"}`}
-        >
-          {isInflow ? "+" : ""}
-          {formatFlowAmount(value)}
+        <span className={`font-mono tabular-nums ${isInflow ? "text-red-400" : "text-emerald-400"}`}>
+          {isInflow ? "+" : ""}{formatFlowAmount(value)}
         </span>
       </div>
       <div className="h-1.5 rounded-full bg-surface-2 overflow-hidden">
-        <div
-          className={`h-full rounded-full transition-all duration-500 ${
-            isInflow ? "bg-red-400" : "bg-emerald-400"
-          }`}
-          style={{ width: `${pct}%` }}
-        />
+        <div className={`h-full rounded-full ${isInflow ? "bg-red-400" : "bg-emerald-400"}`} style={{ width: `${pct}%` }} />
       </div>
     </div>
   );
 }
 
-function SignalChip({ label, active, points }: { label: string; active: boolean; points: number }) {
-  return (
-    <div
-      className={`flex flex-col items-center py-2.5 rounded-xl transition-all duration-200 ${
-        active
-          ? "bg-red-500/[0.08] border border-red-500/15"
-          : "bg-surface-1 border border-transparent"
-      }`}
-    >
-      <span className={`text-[11px] font-medium ${active ? "text-red-400" : "text-text-muted/60"}`}>
-        {label}
-      </span>
-      <span className={`text-[11px] font-mono tabular-nums mt-0.5 ${active ? "text-amber-400 font-semibold" : "text-text-muted/30"}`}>
-        {active ? `+${points}` : "—"}
-      </span>
-    </div>
-  );
+function SectionTitle({ title }: { title: string }) {
+  return <div className="text-[10px] text-text-muted uppercase tracking-wider font-semibold">{title}</div>;
 }
 
-function DimensionScore({ label, sublabel, value, displayValue }: { label: string; sublabel: string; value: number; displayValue?: string }) {
-  const width = Math.min(value, 100);
-  const gradientClass = value >= 70 ? "score-bar-gradient-high" : value >= 50 ? "score-bar-gradient-mid" : "score-bar-gradient-low";
-  const scoreColor = value >= 70 ? "text-amber-400" : value >= 50 ? "text-cyan-400" : "text-text-muted";
-  return (
-    <div>
-      <div className="flex items-baseline justify-between mb-1.5">
-        <div>
-          <span className={`text-xs font-semibold ${scoreColor}`}>{label}</span>
-          <span className="text-[10px] text-text-muted/40 ml-1">{sublabel}</span>
-        </div>
-        <span className={`text-sm font-bold font-mono tabular-nums ${scoreColor}`}>
-          {displayValue ?? value.toFixed(0)}
-        </span>
-      </div>
-      <div className="h-2 bg-surface-3 rounded-full overflow-hidden">
-        <div
-          className={`h-full rounded-full transition-all duration-700 ease-out ${gradientClass}`}
-          style={{ width: `${width}%` }}
-        />
-      </div>
-    </div>
-  );
+function getLifecycleLabel(status: string) {
+  const labels: Record<string, string> = {
+    candidate: "观察池",
+    actionable: "可操作",
+    tracking: "跟踪中",
+    closed_win: "盈利结束",
+    closed_loss: "亏损结束",
+    expired: "到期复盘",
+    invalidated: "已失效",
+  };
+  return labels[status] ?? status;
 }
 
-function PriceLevel({ label, value, color }: { label: string; value: number | null; color: string }) {
-  return (
-    <div className="bg-surface-1 rounded-xl px-3 py-2.5 border border-border-subtle">
-      <div className="text-[10px] text-text-muted leading-tight">{label}</div>
-      <div className={`text-sm font-bold font-mono tabular-nums ${color}`}>
-        {value?.toFixed(2) ?? "—"}
-      </div>
-    </div>
-  );
+function getActionPlanClass(actionPlan: string) {
+  if (actionPlan === "可操作") return "border-red-500/20 bg-red-500/10 text-red-400";
+  if (actionPlan === "重点关注") return "border-amber-500/20 bg-amber-500/10 text-amber-400";
+  return "border-border-subtle bg-surface-1 text-text-muted";
 }
 
-/* ── Helper functions ── */
+function buildHeroSummary(thesis: StockThesisResponse | null, quote: QuoteData | null) {
+  if (thesis?.has_recommendation && thesis.recommendation) {
+    const rec = thesis.recommendation;
+    const quoteText = quote ? `当前价格 ${quote.price.toFixed(2)}，涨跌幅 ${quote.pct_chg > 0 ? "+" : ""}${quote.pct_chg.toFixed(2)}%。` : "";
+    return `当前处于「${rec.action_plan ?? "观察"}」阶段。${quoteText} 先看触发与失效条件，再看技术和资金证据，不把参考分当成最终结论。`;
+  }
+  return "暂无推荐归档，这里优先展示该股票的历史诊断与行情证据。后续若进入推荐池，会在此沉淀操作计划和跟踪结果。";
+}
 
-function getPositionColor(score: number) {
-  if (score >= 70) return "#22c55e";
-  if (score >= 40) return "#eab308";
-  return "#ef4444";
+function formatDateTime(value?: string) {
+  if (!value) return "暂无";
+  return value.replace("T", " ").slice(0, 16);
 }
 
 function formatBigNum(val: number): string {

frontend/src/app/(auth)/strategy/page.tsx

@@ -0,0 +1,196 @@
+"use client";
+
+import { useEffect, useState, useCallback } from "react";
+import { fetchAPI } from "@/lib/api";
+import type { PerformanceStats, StrategyIterationReport, StrategyStat, StrategyAdjustment } from "@/lib/api";
+
+const ACTION_LABELS: Record<string, string> = {
+  tighten: "收紧",
+  promote: "加强",
+  reduce: "降权",
+  keep: "保持",
+  observe: "观察",
+};
+
+export default function StrategyPage() {
+  const [iteration, setIteration] = useState<StrategyIterationReport | null>(null);
+  const [performance, setPerformance] = useState<PerformanceStats | null>(null);
+  const [loading, setLoading] = useState(true);
+
+  const loadData = useCallback(async () => {
+    try {
+      const [iterationReport, perf] = await Promise.all([
+        fetchAPI<StrategyIterationReport>("/api/market/strategy-iteration?limit=80").catch(() => null),
+        fetchAPI<PerformanceStats>("/api/recommendations/performance").catch(() => null),
+      ]);
+      setIteration(iterationReport);
+      setPerformance(perf);
+    } finally {
+      setLoading(false);
+    }
+  }, []);
+
+  useEffect(() => {
+    loadData();
+  }, [loadData]);
+
+  if (loading) {
+    return (
+      <div className="max-w-7xl mx-auto px-4 md:px-8 pt-6 space-y-4">
+        <div className="h-32 glass-card-static animate-shimmer" />
+        <div className="h-64 glass-card-static animate-shimmer" />
+      </div>
+    );
+  }
+
+  return (
+    <div className="max-w-7xl mx-auto px-4 md:px-8 pt-6 pb-20 md:pb-10 space-y-5">
+      <div className="animate-fade-in-up">
+        <h1 className="text-xl font-bold tracking-tight">策略复盘</h1>
+      </div>
+
+      <div className="grid grid-cols-2 lg:grid-cols-4 gap-3 animate-fade-in-up">
+        <MetricCard label="复盘样本" value={iteration?.sample_size ?? 0} />
+        <MetricCard label="整体胜率" value={`${(performance?.win_rate ?? 0).toFixed(1)}%`} tone={(performance?.win_rate ?? 0) >= 50 ? "up" : "down"} />
+        <MetricCard label="平均收益" value={`${(performance?.avg_return ?? 0) > 0 ? "+" : ""}${(performance?.avg_return ?? 0).toFixed(2)}%`} tone={(performance?.avg_return ?? 0) >= 0 ? "up" : "down"} />
+        <MetricCard label="平均回撤" value={`${(performance?.avg_max_drawdown ?? 0).toFixed(2)}%`} tone="down" />
+      </div>
+
+      {iteration ? (
+        <>
+          <div className="glass-card-static p-5 animate-fade-in-up">
+            <div className="flex flex-col lg:flex-row lg:items-start lg:justify-between gap-4">
+              <div>
+                <SectionTitle title="复盘摘要" />
+                <p className="text-sm text-text-secondary leading-relaxed mt-2 max-w-3xl">
+                  {iteration.summary}
+                </p>
+              </div>
+              <div className="shrink-0 text-[10px] text-text-muted font-mono tabular-nums">
+                {new Date(iteration.generated_at).toLocaleString("zh-CN")}
+              </div>
+            </div>
+            {iteration.ai_analysis && (
+              <div className="mt-4 rounded-xl bg-cyan-500/[0.04] border border-cyan-500/10 p-4 text-sm text-cyan-400/85 leading-relaxed">
+                {iteration.ai_analysis}
+              </div>
+            )}
+          </div>
+
+          <div className="glass-card-static p-5 animate-fade-in-up">
+            <SectionTitle title="下一轮策略指令" />
+            <div className="space-y-3 mt-3">
+              {(iteration.adjustment_suggestions.length ? iteration.adjustment_suggestions : [
+                { target: "推荐系统", action: "observe", reason: "等待更多跟踪样本后再调整策略权重。", confidence: "低" },
+              ]).slice(0, 5).map((item, index) => (
+                <NextInstruction key={`${item.target}-${index}`} item={item} index={index} />
+              ))}
+            </div>
+          </div>
+
+          <div className="grid grid-cols-1 lg:grid-cols-2 gap-4">
+            <StatsPanel title="按策略表现" stats={iteration.strategy_stats} />
+            <StatsPanel title="按信号表现" stats={iteration.signal_stats} />
+          </div>
+
+          <div className="glass-card-static p-5 animate-fade-in-up">
+            <SectionTitle title="失败模式" />
+            <div className="space-y-2 mt-3">
+              {iteration.failure_patterns.map((pattern, index) => (
+                <div key={index} className="rounded-xl bg-surface-1 border border-border-subtle px-3 py-2.5 text-xs text-text-secondary leading-relaxed">
+                  {pattern}
+                </div>
+              ))}
+            </div>
+          </div>
+        </>
+      ) : (
+        <div className="glass-card-static p-10 text-center">
+          <div className="text-text-muted text-sm">暂无策略复盘数据</div>
+          <div className="text-text-muted/50 text-xs mt-1">等待推荐跟踪产生后自动生成</div>
+        </div>
+      )}
+    </div>
+  );
+}
+
+function NextInstruction({ item, index }: { item: StrategyAdjustment; index: number }) {
+  const verb = ACTION_LABELS[item.action] ?? item.action;
+  const color = item.action === "promote"
+    ? "text-red-400 bg-red-500/[0.04] border-red-500/15"
+    : item.action === "tighten" || item.action === "reduce"
+    ? "text-amber-400 bg-amber-500/[0.04] border-amber-500/15"
+    : "text-cyan-400 bg-cyan-500/[0.04] border-cyan-500/15";
+
+  return (
+    <div className={`rounded-xl border p-3 ${color}`}>
+      <div className="flex items-start justify-between gap-3">
+        <div>
+          <div className="text-[10px] uppercase tracking-wider opacity-80 mb-1">
+            指令 {index + 1} · {verb}
+          </div>
+          <div className="text-sm font-semibold text-text-primary">{item.target}</div>
+        </div>
+        <span className="text-[10px] px-2 py-0.5 rounded-full bg-surface-2 border border-border-subtle text-text-muted shrink-0">
+          置信 {item.confidence}
+        </span>
+      </div>
+      <div className="text-xs leading-relaxed text-text-secondary mt-2">{item.reason}</div>
+    </div>
+  );
+}
+
+function MetricCard({ label, value, tone }: { label: string; value: string | number; tone?: "up" | "down" }) {
+  const color = tone === "up" ? "text-red-400" : tone === "down" ? "text-emerald-400" : "text-text-primary";
+  return (
+    <div className="glass-card-static p-4">
+      <div className="text-[10px] text-text-muted/60 mb-1">{label}</div>
+      <div className={`text-xl font-bold font-mono tabular-nums ${color}`}>{value}</div>
+    </div>
+  );
+}
+
+function StatsPanel({ title, stats }: { title: string; stats: StrategyStat[] }) {
+  return (
+    <div className="glass-card-static p-5 animate-fade-in-up">
+      <SectionTitle title={title} />
+      <div className="space-y-2 mt-3">
+        {stats.length ? stats.slice(0, 6).map((stat) => (
+          <div key={stat.name} className="rounded-xl bg-surface-1 border border-border-subtle p-3">
+            <div className="flex items-center justify-between gap-3 mb-2">
+              <div className="text-sm font-semibold text-text-primary truncate">{stat.name}</div>
+              <div className={`text-sm font-bold font-mono tabular-nums ${stat.avg_return > 0 ? "text-red-400" : stat.avg_return < 0 ? "text-emerald-400" : "text-text-secondary"}`}>
+                {stat.avg_return > 0 ? "+" : ""}{stat.avg_return.toFixed(2)}%
+              </div>
+            </div>
+            <div className="grid grid-cols-4 gap-2 text-[10px] text-text-muted">
+              <StatCell label="样本" value={stat.count} />
+              <StatCell label="胜率" value={`${stat.win_rate.toFixed(1)}%`} />
+              <StatCell label="浮盈" value={`${stat.avg_max_return > 0 ? "+" : ""}${stat.avg_max_return.toFixed(1)}%`} />
+              <StatCell label="回撤" value={`${stat.avg_max_drawdown.toFixed(1)}%`} />
+            </div>
+          </div>
+        )) : (
+          <div className="text-sm text-text-muted">暂无分组数据</div>
+        )}
+      </div>
+    </div>
+  );
+}
+
+function StatCell({ label, value }: { label: string; value: string | number }) {
+  return (
+    <div className="rounded-lg bg-surface-2 px-2 py-1.5">
+      <div className="text-[9px] text-text-muted/50">{label}</div>
+      <div className="text-[11px] text-text-secondary font-mono tabular-nums mt-0.5">{value}</div>
+    </div>
+  );
+}
+
+function SectionTitle({ title }: { title: string }) {
+  return (
+    <div className="text-[10px] text-text-muted uppercase tracking-wider font-semibold">
+      {title}
+    </div>
+  );
+}

frontend/src/app/(auth)/watchlists/page.tsx

@@ -0,0 +1,666 @@
+"use client";
+
+import { useCallback, useEffect, useMemo, useState } from "react";
+import {
+  deleteAPI,
+  fetchAPI,
+  patchAPI,
+  postAPI,
+  type WatchlistHistoryItem,
+  type WatchlistItem,
+} from "@/lib/api";
+
+interface SearchResult {
+  ts_code: string;
+  name: string;
+  industry: string;
+}
+
+type WatchGroup = "observe" | "focus" | "candidate" | "holding";
+
+const GROUP_META: Record<WatchGroup, { label: string; description: string }> = {
+  observe: { label: "观察池", description: "有线索，但暂时不进入重点节奏" },
+  focus: { label: "重点池", description: "明日优先跟踪" },
+  candidate: { label: "候选池", description: "接近执行方案" },
+  holding: { label: "持仓池", description: "看兑现和风控" },
+};
+
+export default function WatchlistsPage() {
+  const [items, setItems] = useState<WatchlistItem[]>([]);
+  const [keyword, setKeyword] = useState("");
+  const [results, setResults] = useState<SearchResult[]>([]);
+  const [selected, setSelected] = useState<SearchResult | null>(null);
+  const [note, setNote] = useState("");
+  const [watchGroup, setWatchGroup] = useState<WatchGroup>("observe");
+  const [costPrice, setCostPrice] = useState("");
+  const [loading, setLoading] = useState(false);
+  const [runningId, setRunningId] = useState<number | null>(null);
+  const [history, setHistory] = useState<Record<number, WatchlistHistoryItem[]>>({});
+  const [error, setError] = useState("");
+  const [activeGroup, setActiveGroup] = useState<WatchGroup>("focus");
+  const [editingId, setEditingId] = useState<number | null>(null);
+  const [editingNote, setEditingNote] = useState("");
+  const [editingCost, setEditingCost] = useState("");
+
+  const loadWatchlists = useCallback(async () => {
+    const data = await fetchAPI<WatchlistItem[]>("/api/watchlists");
+    setItems(data);
+  }, []);
+
+  useEffect(() => {
+    loadWatchlists().catch((err: Error) => setError(err.message || "自选股加载失败"));
+  }, [loadWatchlists]);
+
+  useEffect(() => {
+    const timer = setTimeout(async () => {
+      if (!keyword.trim()) {
+        setResults([]);
+        return;
+      }
+      const data = await fetchAPI<SearchResult[]>(`/api/stocks/search?keyword=${encodeURIComponent(keyword)}`).catch(() => []);
+      setResults(data);
+    }, 250);
+    return () => clearTimeout(timer);
+  }, [keyword]);
+
+  const grouped = useMemo(() => {
+    const seed: Record<WatchGroup, WatchlistItem[]> = {
+      observe: [],
+      focus: [],
+      candidate: [],
+      holding: [],
+    };
+    for (const item of items) {
+      const key = (item.watch_group || "observe") as WatchGroup;
+      seed[key].push(item);
+    }
+    return seed;
+  }, [items]);
+
+  const tomorrowActions = useMemo(
+    () => items.filter((item) => item.conclusion === "可操作" || item.conclusion === "重点关注").slice(0, 6),
+    [items]
+  );
+  const holdingItems = grouped.holding;
+  const activeItems = grouped[activeGroup];
+
+  const addWatchlist = async () => {
+    if (!selected) return;
+    setLoading(true);
+    setError("");
+    try {
+      await postAPI("/api/watchlists", {
+        ts_code: selected.ts_code,
+        name: selected.name,
+        note,
+        watch_group: watchGroup,
+        cost_price: toPositiveNumber(costPrice),
+      });
+      setKeyword("");
+      setResults([]);
+      setSelected(null);
+      setNote("");
+      setWatchGroup("observe");
+      setCostPrice("");
+      await loadWatchlists();
+    } catch (err) {
+      setError(err instanceof Error ? err.message : "加入自选失败");
+    } finally {
+      setLoading(false);
+    }
+  };
+
+  const removeWatchlist = async (id: number) => {
+    setError("");
+    try {
+      await deleteAPI(`/api/watchlists/${id}`);
+      setHistory((prev) => {
+        const next = { ...prev };
+        delete next[id];
+        return next;
+      });
+      if (editingId === id) {
+        setEditingId(null);
+      }
+      await loadWatchlists();
+    } catch (err) {
+      setError(err instanceof Error ? err.message : "删除自选失败");
+    }
+  };
+
+  const runAnalysis = async (id: number) => {
+    setRunningId(id);
+    setError("");
+    try {
+      await postAPI(`/api/watchlists/${id}/analyze`);
+      await loadWatchlists();
+      const data = await fetchAPI<WatchlistHistoryItem[]>(`/api/watchlists/${id}/history`).catch(() => []);
+      setHistory((prev) => ({ ...prev, [id]: data }));
+    } catch (err) {
+      setError(err instanceof Error ? err.message : "分析失败");
+    } finally {
+      setRunningId(null);
+    }
+  };
+
+  const runBatchAnalysis = async () => {
+    setRunningId(-1);
+    setError("");
+    try {
+      await postAPI("/api/watchlists/analyze-all");
+      await loadWatchlists();
+    } catch (err) {
+      setError(err instanceof Error ? err.message : "批量分析失败");
+    } finally {
+      setRunningId(null);
+    }
+  };
+
+  const loadHistory = async (id: number) => {
+    if (history[id]) return;
+    const data = await fetchAPI<WatchlistHistoryItem[]>(`/api/watchlists/${id}/history`).catch(() => []);
+    setHistory((prev) => ({ ...prev, [id]: data }));
+  };
+
+  const moveGroup = async (item: WatchlistItem, nextGroup: WatchGroup) => {
+    if ((item.watch_group || "observe") === nextGroup) return;
+    setError("");
+    try {
+      await patchAPI(`/api/watchlists/${item.id}`, { watch_group: nextGroup });
+      await loadWatchlists();
+    } catch (err) {
+      setError(err instanceof Error ? err.message : "更新分组失败");
+    }
+  };
+
+  const startEdit = (item: WatchlistItem) => {
+    setEditingId(item.id);
+    setEditingNote(item.note || "");
+    setEditingCost(item.cost_price ? String(item.cost_price) : "");
+  };
+
+  const saveEdit = async (item: WatchlistItem) => {
+    setError("");
+    try {
+      await patchAPI(`/api/watchlists/${item.id}`, {
+        note: editingNote,
+        cost_price: toPositiveNumber(editingCost),
+      });
+      setEditingId(null);
+      await loadWatchlists();
+    } catch (err) {
+      setError(err instanceof Error ? err.message : "更新失败");
+    }
+  };
+
+  return (
+    <div className="max-w-7xl mx-auto px-4 md:px-8 pt-6 pb-20 md:pb-10 space-y-5">
+      <div className="animate-fade-in-up">
+        <h1 className="text-lg font-bold tracking-tight">自选股作战池</h1>
+      </div>
+
+      <WatchlistOverview
+        items={items}
+        grouped={grouped}
+        tomorrowActions={tomorrowActions}
+        onBatchAnalyze={runBatchAnalysis}
+        runningId={runningId}
+      />
+
+      <div className="grid grid-cols-1 xl:grid-cols-[minmax(0,1.55fr)_minmax(320px,0.9fr)] gap-5">
+        <section className="space-y-5">
+          <div className="glass-card-static p-5 animate-fade-in-up">
+            <div className="text-[10px] uppercase tracking-[0.22em] text-cyan-400 font-semibold mb-3">新增自选</div>
+            <div className="grid grid-cols-1 lg:grid-cols-[minmax(0,1fr)_180px_160px_auto] gap-3">
+              <div>
+                <input
+                  value={keyword}
+                  onChange={(e) => {
+                    setKeyword(e.target.value);
+                    setSelected(null);
+                  }}
+                  placeholder="输入股票名称或代码"
+                  className="w-full bg-surface-2 rounded-xl px-4 py-3 text-sm border border-border-subtle focus:outline-none focus:ring-1 focus:ring-amber-400/30"
+                />
+                {results.length > 0 && !selected ? (
+                  <div className="mt-2 rounded-xl border border-border-subtle bg-bg-secondary overflow-hidden">
+                    {results.slice(0, 8).map((item) => (
+                      <button
+                        key={item.ts_code}
+                        onClick={() => {
+                          setSelected(item);
+                          setKeyword(`${item.name} (${item.ts_code})`);
+                          setResults([]);
+                        }}
+                        className="w-full flex items-center justify-between px-4 py-2.5 text-left hover:bg-surface-3 transition-colors"
+                      >
+                        <span>
+                          <span className="block text-sm text-text-primary">{item.name}</span>
+                          <span className="block text-[11px] text-text-muted mt-0.5">{item.industry || "未分类"}</span>
+                        </span>
+                        <span className="text-xs text-text-muted">{item.ts_code}</span>
+                      </button>
+                    ))}
+                  </div>
+                ) : null}
+              </div>
+              <select
+                value={watchGroup}
+                onChange={(e) => setWatchGroup(e.target.value as WatchGroup)}
+                className="w-full bg-surface-2 rounded-xl px-4 py-3 text-sm border border-border-subtle focus:outline-none focus:ring-1 focus:ring-amber-400/30"
+              >
+                {Object.entries(GROUP_META).map(([key, meta]) => (
+                  <option key={key} value={key}>
+                    {meta.label}
+                  </option>
+                ))}
+              </select>
+              <input
+                value={costPrice}
+                onChange={(e) => setCostPrice(e.target.value)}
+                placeholder="持仓成本"
+                className="w-full bg-surface-2 rounded-xl px-4 py-3 text-sm border border-border-subtle focus:outline-none focus:ring-1 focus:ring-amber-400/30"
+              />
+              <button
+                onClick={addWatchlist}
+                disabled={!selected || loading}
+                className="px-4 py-3 rounded-xl bg-gradient-to-r from-amber-500/20 to-amber-600/15 text-amber-400 border border-amber-500/10 text-sm disabled:opacity-40"
+              >
+                {loading ? "添加中..." : "加入作战池"}
+              </button>
+            </div>
+            <input
+              value={note}
+              onChange={(e) => setNote(e.target.value)}
+              placeholder="备注：为什么关注它，或者你现在的交易计划"
+              className="mt-3 w-full bg-surface-2 rounded-xl px-4 py-3 text-sm border border-border-subtle focus:outline-none focus:ring-1 focus:ring-amber-400/30"
+            />
+            {error ? (
+              <div className="mt-3 rounded-xl border border-red-500/15 bg-red-500/8 px-3 py-2 text-xs text-red-300">
+                {error}
+              </div>
+            ) : null}
+          </div>
+
+          <div className="glass-card-static p-5 animate-fade-in-up">
+            <div className="flex flex-wrap items-center justify-between gap-3 mb-3">
+              <div>
+                <div className="text-[10px] uppercase tracking-[0.22em] text-amber-400 font-semibold">Watchlist Workspace</div>
+                <div className="text-sm text-text-secondary mt-1">左手管理分组，右手只看当前焦点池，避免整页无限拉长。</div>
+              </div>
+              <div className="flex flex-wrap gap-2">
+                {(["focus", "candidate", "holding", "observe"] as WatchGroup[]).map((groupKey) => (
+                  <button
+                    key={groupKey}
+                    onClick={() => setActiveGroup(groupKey)}
+                    className={`rounded-xl border px-3 py-2 text-xs transition-colors ${
+                      activeGroup === groupKey
+                        ? "border-amber-500/20 bg-amber-500/10 text-amber-400"
+                        : "border-border-subtle bg-surface-1 text-text-muted hover:text-text-secondary"
+                    }`}
+                  >
+                    {GROUP_META[groupKey].label}
+                    <span className="ml-2 font-mono tabular-nums">{grouped[groupKey].length}</span>
+                  </button>
+                ))}
+              </div>
+            </div>
+
+            {activeItems.length === 0 ? (
+              <div className="rounded-2xl border border-border-subtle bg-surface-1/70 p-8 text-center text-sm text-text-muted">
+                当前分组还没有股票
+              </div>
+            ) : (
+              <div className="space-y-3 max-h-[1080px] overflow-y-auto pr-1">
+                {activeItems.map((item) => (
+                  <WatchlistCard
+                    key={item.id}
+                    item={item}
+                    history={history[item.id]}
+                    editing={editingId === item.id}
+                    editingNote={editingNote}
+                    editingCost={editingCost}
+                    running={runningId === item.id}
+                    onEdit={() => startEdit(item)}
+                    onCancelEdit={() => setEditingId(null)}
+                    onChangeNote={setEditingNote}
+                    onChangeCost={setEditingCost}
+                    onSave={() => saveEdit(item)}
+                    onAnalyze={() => runAnalysis(item.id)}
+                    onDelete={() => removeWatchlist(item.id)}
+                    onLoadHistory={() => loadHistory(item.id)}
+                    onMoveGroup={(group) => moveGroup(item, group)}
+                  />
+                ))}
+              </div>
+            )}
+          </div>
+        </section>
+
+        <aside className="space-y-5">
+          <TomorrowPanel items={tomorrowActions} />
+          <HoldingPanel items={holdingItems} />
+        </aside>
+      </div>
+    </div>
+  );
+}
+
+function WatchlistOverview({
+  items,
+  grouped,
+  tomorrowActions,
+  onBatchAnalyze,
+  runningId,
+}: {
+  items: WatchlistItem[];
+  grouped: Record<WatchGroup, WatchlistItem[]>;
+  tomorrowActions: WatchlistItem[];
+  onBatchAnalyze: () => void;
+  runningId: number | null;
+}) {
+  const actionable = items.filter((item) => item.conclusion === "可操作").length;
+  const focus = items.filter((item) => item.conclusion === "重点关注").length;
+
+  return (
+    <div className="glass-card-static p-5 animate-fade-in-up overflow-hidden relative">
+      <div className="absolute right-[-60px] top-[-80px] w-72 h-72 rounded-full bg-cyan-500/[0.05] blur-3xl pointer-events-none" />
+      <div className="relative grid grid-cols-1 xl:grid-cols-[1.1fr_0.9fr] gap-5">
+        <div>
+          <div className="text-[10px] uppercase tracking-[0.22em] text-cyan-400 font-semibold">Personal Mission Control</div>
+          <h2 className="text-xl font-bold tracking-tight mt-2">把自选股变成你的个人执行池</h2>
+          <p className="text-sm text-text-secondary leading-relaxed mt-2">
+            观察池负责收集线索，重点池负责明日盯盘，候选池负责临门一脚，持仓池负责兑现和风控。
+          </p>
+          <div className="grid grid-cols-2 md:grid-cols-5 gap-2 mt-4">
+            <OverviewMetric label="总数" value={items.length} />
+            <OverviewMetric label="可操作" value={actionable} tone="emerald" />
+            <OverviewMetric label="重点关注" value={focus} tone="amber" />
+            <OverviewMetric label="持仓池" value={grouped.holding.length} tone="cyan" />
+            <OverviewMetric label="明日行动" value={tomorrowActions.length} tone="rose" />
+          </div>
+        </div>
+        <div className="rounded-2xl border border-border-subtle bg-surface-1/70 p-4">
+          <div className="flex items-center justify-between gap-3">
+            <div>
+              <div className="text-[10px] uppercase tracking-wider text-text-muted font-semibold">统一动作</div>
+              <div className="text-sm text-text-secondary mt-1">你可以手动刷新整池分析，也可以等系统收盘后自动跑。</div>
+            </div>
+            <button
+              onClick={onBatchAnalyze}
+              className="text-xs px-3 py-2 rounded-xl border border-border-subtle bg-surface-2 text-text-secondary hover:text-cyan-400 transition-colors"
+            >
+              {runningId === -1 ? "分析中..." : "刷新整池"}
+            </button>
+          </div>
+          <div className="grid grid-cols-2 gap-2 mt-4">
+            {(["observe", "focus", "candidate", "holding"] as WatchGroup[]).map((group) => (
+              <div key={group} className="rounded-xl bg-surface-2 px-3 py-2">
+                <div className="text-[10px] text-text-muted/60">{GROUP_META[group].label}</div>
+                <div className="text-sm font-bold font-mono tabular-nums mt-0.5 text-text-primary">{grouped[group].length}</div>
+              </div>
+            ))}
+          </div>
+        </div>
+      </div>
+    </div>
+  );
+}
+
+function WatchlistCard({
+  item,
+  history,
+  editing,
+  editingNote,
+  editingCost,
+  running,
+  onEdit,
+  onCancelEdit,
+  onChangeNote,
+  onChangeCost,
+  onSave,
+  onAnalyze,
+  onDelete,
+  onLoadHistory,
+  onMoveGroup,
+}: {
+  item: WatchlistItem;
+  history?: WatchlistHistoryItem[];
+  editing: boolean;
+  editingNote: string;
+  editingCost: string;
+  running: boolean;
+  onEdit: () => void;
+  onCancelEdit: () => void;
+  onChangeNote: (value: string) => void;
+  onChangeCost: (value: string) => void;
+  onSave: () => void;
+  onAnalyze: () => void;
+  onDelete: () => void;
+  onLoadHistory: () => void;
+  onMoveGroup: (group: WatchGroup) => void;
+}) {
+  const currentGroup = (item.watch_group || "observe") as WatchGroup;
+
+  return (
+    <div className="rounded-2xl border border-border-subtle bg-surface-1/70 p-4">
+      <div className="flex flex-wrap items-start justify-between gap-3">
+        <div>
+          <div className="flex items-center gap-2 flex-wrap">
+            <span className="text-sm font-semibold text-text-primary">{item.name}</span>
+            <span className="text-xs text-text-muted font-mono">{item.ts_code}</span>
+            <span className="text-[10px] px-2 py-0.5 rounded-full border border-cyan-500/15 bg-cyan-500/10 text-cyan-300">
+              {GROUP_META[currentGroup].label}
+            </span>
+            {item.conclusion ? <span className={badgeClass(item.conclusion)}>{item.conclusion}</span> : null}
+          </div>
+          <div className="text-xs text-text-muted mt-1">
+            {item.cost_price ? `持仓成本 ${item.cost_price}` : "未填写持仓成本"} · 最近分析 {item.analysis_created_at ? formatDateTime(item.analysis_created_at) : "暂无"}
+          </div>
+        </div>
+        <div className="flex gap-2 flex-wrap justify-end">
+          <button onClick={onAnalyze} className="text-xs px-3 py-1.5 rounded-lg border border-border-subtle bg-surface-2 text-text-secondary hover:text-cyan-400 transition-colors">
+            {running ? "分析中..." : "重新分析"}
+          </button>
+          <button onClick={editing ? onCancelEdit : onEdit} className="text-xs px-3 py-1.5 rounded-lg border border-border-subtle bg-surface-2 text-text-secondary hover:text-amber-400 transition-colors">
+            {editing ? "取消" : "编辑"}
+          </button>
+          <button onClick={onDelete} className="text-xs px-3 py-1.5 rounded-lg border border-border-subtle bg-surface-2 text-text-muted hover:text-red-400 transition-colors">
+            删除
+          </button>
+        </div>
+      </div>
+
+      <div className="grid grid-cols-1 md:grid-cols-3 gap-2 mt-3">
+        <WatchlistMetric label="一句话建议" value={item.summary || item.advice || "暂无分析"} />
+        <WatchlistMetric label="触发条件" value={item.trigger_condition || "等待更多确认"} />
+        <WatchlistMetric label="风险提示" value={item.risk_note || "暂无"} />
+      </div>
+
+      <div className="mt-3">
+        <div className="text-[10px] uppercase tracking-wider text-text-muted font-semibold mb-2">快速分组</div>
+        <div className="flex flex-wrap gap-2">
+          {(["observe", "focus", "candidate", "holding"] as WatchGroup[]).map((group) => (
+            <button
+              key={group}
+              onClick={() => onMoveGroup(group)}
+              className={`rounded-xl border px-3 py-1.5 text-xs transition-colors ${
+                currentGroup === group
+                  ? "border-amber-500/20 bg-amber-500/10 text-amber-400"
+                  : "border-border-subtle bg-surface-2 text-text-muted hover:text-text-secondary"
+              }`}
+            >
+              {GROUP_META[group].label}
+            </button>
+          ))}
+        </div>
+      </div>
+
+      {editing ? (
+        <div className="mt-3 rounded-2xl border border-border-subtle bg-surface-2/70 p-3">
+          <div className="grid grid-cols-1 md:grid-cols-[minmax(0,1fr)_160px_auto] gap-3">
+            <input
+              value={editingNote}
+              onChange={(e) => onChangeNote(e.target.value)}
+              placeholder="更新你的观察计划"
+              className="w-full bg-surface-1 rounded-xl px-4 py-3 text-sm border border-border-subtle focus:outline-none focus:ring-1 focus:ring-amber-400/30"
+            />
+            <input
+              value={editingCost}
+              onChange={(e) => onChangeCost(e.target.value)}
+              placeholder="持仓成本"
+              className="w-full bg-surface-1 rounded-xl px-4 py-3 text-sm border border-border-subtle focus:outline-none focus:ring-1 focus:ring-amber-400/30"
+            />
+            <button
+              onClick={onSave}
+              className="px-4 py-3 rounded-xl bg-gradient-to-r from-amber-500/20 to-amber-600/15 text-amber-400 border border-amber-500/10 text-sm"
+            >
+              保存
+            </button>
+          </div>
+        </div>
+      ) : (
+        <div className="mt-3 rounded-xl bg-surface-2/70 px-3 py-2 text-sm text-text-secondary">
+          {item.note || "你还没有写这只股票的个人计划。"}
+        </div>
+      )}
+
+      <div className="flex items-center gap-3 mt-3 text-[11px]">
+        <button onClick={onLoadHistory} className="text-cyan-400/80 hover:text-cyan-400 transition-colors">
+          查看历史分析
+        </button>
+      </div>
+
+      {history?.length ? (
+        <div className="mt-3 space-y-2">
+          {history.slice(0, 3).map((row) => (
+            <div key={row.id} className="rounded-xl bg-surface-2/70 border border-border-subtle px-3 py-2">
+              <div className="text-[10px] text-text-muted mb-1 flex items-center gap-2 flex-wrap">
+                <span>{formatDateTime(row.created_at)}</span>
+                <span>·</span>
+                <span>{row.analysis_mode === "scheduled" ? "定时分析" : "手动分析"}</span>
+                <span className={badgeClass(row.conclusion)}>{row.conclusion}</span>
+              </div>
+              <div className="text-sm text-text-secondary">{row.summary || row.advice}</div>
+            </div>
+          ))}
+        </div>
+      ) : null}
+    </div>
+  );
+}
+
+function TomorrowPanel({ items }: { items: WatchlistItem[] }) {
+  return (
+    <div className="glass-card-static p-5 animate-fade-in-up">
+      <div className="text-[10px] uppercase tracking-[0.22em] text-rose-300 font-semibold">明日行动清单</div>
+      <div className="mt-3 space-y-2">
+        {items.length === 0 ? (
+          <div className="rounded-xl border border-border-subtle bg-surface-1/70 p-4 text-sm text-text-muted">
+            目前还没有需要放入明日优先节奏的股票。
+          </div>
+        ) : (
+          items.map((item) => (
+            <div key={item.id} className="rounded-xl border border-border-subtle bg-surface-1/70 p-3">
+              <div className="flex items-center gap-2 flex-wrap">
+                <span className="text-sm font-medium text-text-primary">{item.name}</span>
+                <span className="text-xs font-mono text-text-muted">{item.ts_code}</span>
+                <span className={badgeClass(item.conclusion || "观察")}>{item.conclusion}</span>
+              </div>
+              <div className="mt-2 text-xs leading-relaxed text-text-secondary">{item.trigger_condition || item.summary || item.advice || "等待更多确认"}</div>
+            </div>
+          ))
+        )}
+      </div>
+    </div>
+  );
+}
+
+function HoldingPanel({ items }: { items: WatchlistItem[] }) {
+  return (
+    <div className="glass-card-static p-5 animate-fade-in-up">
+      <div className="text-[10px] uppercase tracking-[0.22em] text-cyan-300 font-semibold">持仓池</div>
+      <div className="mt-3 space-y-2">
+        {items.length === 0 ? (
+          <div className="rounded-xl border border-border-subtle bg-surface-1/70 p-4 text-sm text-text-muted">
+            你还没有把任何股票放进持仓池。
+          </div>
+        ) : (
+          items.map((item) => (
+            <div key={item.id} className="rounded-xl border border-border-subtle bg-surface-1/70 p-3">
+              <div className="flex items-center gap-2 flex-wrap">
+                <span className="text-sm font-medium text-text-primary">{item.name}</span>
+                <span className="text-xs font-mono text-text-muted">{item.ts_code}</span>
+                {item.cost_price ? (
+                  <span className="text-[10px] px-2 py-0.5 rounded-full border border-border-subtle bg-surface-2 text-text-secondary">
+                    成本 {item.cost_price}
+                  </span>
+                ) : null}
+              </div>
+              <div className="mt-2 text-xs leading-relaxed text-text-secondary">{item.risk_note || item.summary || "继续跟踪兑现节奏与风险控制。"}</div>
+            </div>
+          ))
+        )}
+      </div>
+    </div>
+  );
+}
+
+function OverviewMetric({
+  label,
+  value,
+  tone,
+}: {
+  label: string;
+  value: number;
+  tone?: "emerald" | "amber" | "cyan" | "rose";
+}) {
+  const color =
+    tone === "emerald"
+      ? "text-emerald-300"
+      : tone === "amber"
+      ? "text-amber-400"
+      : tone === "cyan"
+      ? "text-cyan-300"
+      : tone === "rose"
+      ? "text-rose-300"
+      : "text-text-primary";
+
+  return (
+    <div className="rounded-xl bg-surface-1 border border-border-subtle px-3 py-2">
+      <div className="text-[10px] text-text-muted/60">{label}</div>
+      <div className={`text-lg font-bold font-mono tabular-nums mt-0.5 ${color}`}>{value}</div>
+    </div>
+  );
+}
+
+function WatchlistMetric({ label, value }: { label: string; value: string }) {
+  return (
+    <div className="rounded-xl bg-surface-2 px-3 py-2">
+      <div className="text-[10px] text-text-muted/60">{label}</div>
+      <div className="text-sm text-text-secondary mt-1 leading-relaxed">{value}</div>
+    </div>
+  );
+}
+
+function badgeClass(conclusion: string): string {
+  if (conclusion === "可操作") {
+    return "text-[10px] px-2 py-0.5 rounded-full border border-emerald-500/15 bg-emerald-500/10 text-emerald-300";
+  }
+  if (conclusion === "重点关注") {
+    return "text-[10px] px-2 py-0.5 rounded-full border border-amber-500/15 bg-amber-500/10 text-amber-400";
+  }
+  if (conclusion === "回避") {
+    return "text-[10px] px-2 py-0.5 rounded-full border border-rose-500/15 bg-rose-500/10 text-rose-300";
+  }
+  return "text-[10px] px-2 py-0.5 rounded-full border border-border-subtle bg-surface-2 text-text-muted";
+}
+
+function formatDateTime(value: string): string {
+  return value.slice(0, 16).replace("T", " ");
+}
+
+function toPositiveNumber(value: string): number | null {
+  const num = Number(value);
+  return Number.isFinite(num) && num > 0 ? num : null;
+}

frontend/src/app/(public)/page.tsx

@@ -1,344 +1,81 @@
 "use client";
 
 import Link from "next/link";
-import { useEffect, useRef } from "react";
 
-/* ── Animated data stream background ── */
-function DataStreamCanvas() {
-  const canvasRef = useRef<HTMLCanvasElement>(null);
-
-  useEffect(() => {
-    const canvas = canvasRef.current;
-    if (!canvas) return;
-    const ctx = canvas.getContext("2d");
-    if (!ctx) return;
-
-    const stockCodes = [
-      "600519.SH", "000858.SZ", "601318.SH", "000001.SZ",
-      "600036.SH", "000333.SZ", "601166.SH", "002415.SZ",
-      "600276.SH", "000568.SZ", "601888.SH", "300750.SZ",
-      "600900.SH", "000725.SZ", "603259.SH", "002230.SZ",
-    ];
-
-    const streams: { x: number; y: number; speed: number; code: string; pct: string; opacity: number }[] = [];
-    const streamCount = 18;
-
-    for (let i = 0; i < streamCount; i++) {
-      streams.push({
-        x: Math.random() * 100,
-        y: Math.random() * 100,
-        speed: 0.15 + Math.random() * 0.3,
-        code: stockCodes[Math.floor(Math.random() * stockCodes.length)],
-        pct: `${(Math.random() * 6 - 1).toFixed(2)}%`,
-        opacity: 0.08 + Math.random() * 0.12,
-      });
-    }
-
-    let animId: number;
-    const dpr = window.devicePixelRatio || 1;
-
-    function resize() {
-      if (!canvas || !ctx) return;
-      canvas.width = canvas.offsetWidth * dpr;
-      canvas.height = canvas.offsetHeight * dpr;
-      ctx.scale(dpr, dpr);
-    }
-    resize();
-    window.addEventListener("resize", resize);
-
-    const displayWidth = () => canvas.offsetWidth;
-    const displayHeight = () => canvas.offsetHeight;
-    const fontSize = () => Math.max(10, displayWidth() * 0.012);
-
-    function draw() {
-      if (!canvas || !ctx) return;
-      ctx.clearRect(0, 0, canvas.width, canvas.height);
-
-      streams.forEach((s) => {
-        s.y += s.speed;
-        if (s.y > 105) {
-          s.y = -5;
-          s.x = Math.random() * 100;
-          s.code = stockCodes[Math.floor(Math.random() * stockCodes.length)];
-          s.pct = `${(Math.random() * 6 - 1).toFixed(2)}%`;
-          s.opacity = 0.08 + Math.random() * 0.12;
-        }
-
-        const px = (s.x / 100) * displayWidth();
-        const py = (s.y / 100) * displayHeight();
-
-        ctx.fillStyle = `rgba(251, 191, 36, ${s.opacity})`;
-        ctx.font = `${fontSize()}px monospace`;
-        ctx.fillText(s.code, px, py);
-
-        const isUp = parseFloat(s.pct) > 0;
-        ctx.fillStyle = isUp
-          ? `rgba(255, 107, 107, ${s.opacity * 0.9})`
-          : `rgba(52, 211, 153, ${s.opacity * 0.9})`;
-        ctx.fillText(s.pct, px, py + fontSize() * 1.3);
-      });
-
-      animId = requestAnimationFrame(draw);
-    }
-    draw();
-
-    return () => {
-      cancelAnimationFrame(animId);
-      window.removeEventListener("resize", resize);
-    };
-  }, []);
-
-  return (
-    <canvas
-      ref={canvasRef}
-      className="absolute inset-0 w-full h-full pointer-events-none"
-      style={{ opacity: 0.8 }}
-    />
-  );
-}
-
-/* ── Feature icons (inline SVG) ── */
-function ScanIcon() {
-  return (
-    <svg width="24" height="24" viewBox="0 0 24 24" fill="none" stroke="currentColor" strokeWidth="1.5" strokeLinecap="round" strokeLinejoin="round">
-      <circle cx="12" cy="12" r="10" />
-      <path d="M12 6v6l4 2" />
-      <path d="M3 12h1m16 0h1M12 3v1m0 16v1" />
-    </svg>
-  );
-}
-
-function HeatmapIcon() {
-  return (
-    <svg width="24" height="24" viewBox="0 0 24 24" fill="none" stroke="currentColor" strokeWidth="1.5" strokeLinecap="round" strokeLinejoin="round">
-      <rect x="3" y="3" width="6" height="6" rx="1" />
-      <rect x="15" y="3" width="6" height="6" rx="1" />
-      <rect x="9" y="9" width="6" height="6" rx="1" />
-      <rect x="3" y="15" width="6" height="6" rx="1" />
-      <rect x="15" y="15" width="6" height="6" rx="1" />
-    </svg>
-  );
-}
-
-function FilterIcon() {
-  return (
-    <svg width="24" height="24" viewBox="0 0 24 24" fill="none" stroke="currentColor" strokeWidth="1.5" strokeLinecap="round" strokeLinejoin="round">
-      <path d="M3 4h18l-7 8v6l-4 2v-8L3 4z" />
-    </svg>
-  );
-}
-
-function BrainIcon() {
-  return (
-    <svg width="24" height="24" viewBox="0 0 24 24" fill="none" stroke="currentColor" strokeWidth="1.5" strokeLinecap="round" strokeLinejoin="round">
-      <path d="M12 2a5 5 0 0 1 5 5c0 2-1 3.5-2.5 4.5L12 13l-2.5-1.5C8 10.5 7 9 7 7a5 5 0 0 1 5-5z" />
-      <path d="M12 13v4" />
-      <path d="M8 17h8" />
-      <path d="M8 21h8" />
-      <circle cx="9" cy="7" r="0.5" fill="currentColor" />
-      <circle cx="15" cy="7" r="0.5" fill="currentColor" />
-      <circle cx="12" cy="9.5" r="0.5" fill="currentColor" />
-    </svg>
-  );
-}
-
-const features = [
-  {
-    icon: <ScanIcon />,
-    title: "实时行情扫描",
-    desc: "盘中实时获取涨跌停、市场温度数据，盘中盘后双模式运行，不遗漏任何一个交易时段。",
-    tags: ["市场温度", "涨跌停统计", "盘中实时"],
-  },
-  {
-    icon: <HeatmapIcon />,
-    title: "板块热度分析",
-    desc: "综合资金流向、涨跌幅、涨停家数、持续性四因子评分，自动判定板块阶段，识别启动期机会。",
-    tags: ["资金流向", "主力占比", "热度评分"],
-  },
-  {
-    icon: <FilterIcon />,
-    title: "智能选股筛选",
-    desc: "从市场环境→热门板块→个股精选三层递进筛选，结合供需关系、价格行为、趋势信号多维度评分。",
-    tags: ["三层筛选", "供需分析", "趋势突破"],
-  },
-  {
-    icon: <BrainIcon />,
-    title: "AI 深度诊断",
-    desc: "LLM 针对个股生成深度分析报告：趋势判断、风险提示、入场时机，从数据到决策的一步跨越。",
-    tags: ["LLM 分析", "风险提示", "入场信号"],
-  },
+const HIGHLIGHTS = [
+  "每日市场结论",
+  "主线与板块判断",
+  "推荐池与自选股跟踪",
 ];
 
 export default function LandingPage() {
   return (
-    <div className="min-h-screen bg-bg-primary relative overflow-hidden">
-      {/* Ambient glow */}
-      <div className="fixed top-0 right-0 w-[600px] h-[600px] bg-amber-500/5 rounded-full blur-3xl pointer-events-none" />
-      <div className="fixed bottom-0 left-0 w-[400px] h-[400px] bg-amber-600/3 rounded-full blur-3xl pointer-events-none" />
+    <main className="min-h-screen bg-bg-primary text-text-primary relative overflow-hidden">
+      <div className="absolute inset-0 pointer-events-none bg-[radial-gradient(circle_at_top_right,rgba(245,158,11,0.08),transparent_28%),linear-gradient(180deg,rgba(255,255,255,0.01),transparent_45%)]" />
 
-      {/* ── Hero ── */}
-      <section className="relative min-h-screen flex flex-col items-center justify-center px-6">
-        <DataStreamCanvas />
-
-        <div className="relative z-10 text-center max-w-2xl">
-          {/* Brand icon */}
-          <div className="mb-8 flex justify-center">
-            <div className="relative">
-              <div className="w-16 h-16 rounded-2xl bg-gradient-to-br from-amber-500 to-amber-600 flex items-center justify-center text-2xl font-bold text-white shadow-glow" style={{ boxShadow: "0 0 40px rgba(251,191,36,0.3), 0 0 80px rgba(251,191,36,0.15)" }}>
-                D
-              </div>
-              {/* Radiating rings */}
-              <div className="absolute inset-0 rounded-2xl border border-amber-500/20 animate-pulse-ring" />
-              <div className="absolute -inset-3 rounded-2xl border border-amber-500/10 animate-pulse-ring" style={{ animationDelay: "0.5s" }} />
-            </div>
-          </div>
-
-          <h1 className="text-4xl md:text-5xl font-bold tracking-tight text-text-primary mb-4">
-            Dragon AI Agent
-          </h1>
-          <p className="text-lg md:text-xl text-amber-400/80 font-medium tracking-wide mb-3">
-            A 股智能筛选引擎
-          </p>
-          <p className="text-sm md:text-base text-text-secondary max-w-lg mx-auto mb-10 leading-relaxed">
-            从全局扫描到板块定位，从资金追踪到个股精选，<br className="hidden md:block" />
-            再到 AI 深度诊断 — 四维分析，一步到位。
-          </p>
-
-          {/* CTA */}
-          <div className="flex items-center gap-4 justify-center">
-            <Link
-              href="/login"
-              className="px-8 py-3 bg-gradient-to-r from-amber-500 to-amber-600 text-white rounded-xl font-semibold text-sm hover:from-amber-400 hover:to-amber-500 transition-all shadow-glow-sm hover:shadow-glow active:scale-95"
-              style={{ boxShadow: "0 0 20px rgba(251,191,36,0.25)" }}
-            >
-              立即登录
-            </Link>
-            <a
-              href="#features"
-              className="px-6 py-3 text-text-secondary text-sm font-medium rounded-xl border border-border-default hover:bg-surface-3 hover:text-text-primary transition-all"
-            >
-              了解更多
-            </a>
-          </div>
-        </div>
-
-        {/* Scroll hint */}
-        <div className="absolute bottom-8 inset-x-0 flex justify-center animate-fade-in-up" style={{ animationDelay: "1.5s" }}>
-          <div className="flex flex-col items-center gap-2 text-text-muted/60">
-            <span className="text-xs">向下滚动</span>
-            <div className="animate-bounce-down">
-              <svg width="16" height="16" viewBox="0 0 24 24" fill="none" stroke="currentColor" strokeWidth="1.5" strokeLinecap="round" strokeLinejoin="round">
-                <path d="M12 5v14M5 12l7 7 7-7" />
-              </svg>
-            </div>
-          </div>
-        </div>
-      </section>
-
-      {/* ── Features ── */}
-      <section id="features" className="relative px-6 py-20 md:py-28">
-        <div className="max-w-5xl mx-auto">
-          <div className="text-center mb-14">
-            <h2 className="text-2xl md:text-3xl font-bold text-text-primary mb-3">
-              四维分析体系
-            </h2>
-            <p className="text-sm text-text-secondary max-w-md mx-auto">
-              不只是筛选，而是从宏观到微观的完整决策链路
-            </p>
-          </div>
-
-          <div className="grid grid-cols-1 md:grid-cols-2 gap-6">
-            {features.map((f, i) => (
-              <div
-                key={f.title}
-                className="glass-card-static p-6 animate-fade-in-up"
-                style={{ animationDelay: `${i * 150}ms` }}
-              >
-                <div className="flex items-start gap-4 mb-4">
-                  <div className="w-11 h-11 rounded-xl bg-gradient-to-br from-amber-500/15 to-amber-600/10 border border-amber-500/15 flex items-center justify-center text-amber-400 shrink-0">
-                    {f.icon}
-                  </div>
-                  <div>
-                    <h3 className="text-base font-semibold text-text-primary mb-1">{f.title}</h3>
-                    <p className="text-sm text-text-secondary leading-relaxed">{f.desc}</p>
-                  </div>
-                </div>
-                <div className="flex gap-2 mt-2">
-                  {f.tags.map((tag) => (
-                    <span key={tag} className="text-[11px] px-2.5 py-1 rounded-lg bg-surface-2 text-text-muted border border-border-subtle">
-                      {tag}
-                    </span>
-                  ))}
-                </div>
-              </div>
-            ))}
-          </div>
-        </div>
-      </section>
-
-      {/* ── Process flow ── */}
-      <section className="relative px-6 py-16 md:py-20">
-        <div className="max-w-4xl mx-auto text-center">
-          <h2 className="text-xl md:text-2xl font-bold text-text-primary mb-10">
-            分析流程
-          </h2>
-          <div className="flex flex-col md:flex-row items-center justify-center gap-4 md:gap-2">
-            {[
-              { step: "01", label: "全局扫描", sub: "市场温度", color: "text-emerald-400", bg: "bg-emerald-500/10 border-emerald-500/15" },
-              { step: "02", label: "板块定位", sub: "热度排名", color: "text-amber-400", bg: "bg-amber-500/10 border-amber-500/15" },
-              { step: "03", label: "个股精选", sub: "多因子评分", color: "text-amber-400", bg: "bg-amber-500/10 border-amber-500/15" },
-              { step: "04", label: "AI 诊断", sub: "深度解读", color: "text-amber-400", bg: "bg-amber-500/10 border-amber-500/15" },
-            ].map((item, i) => (
-              <div key={item.step} className="flex items-center gap-2 md:gap-0">
-                <div className={`flex flex-col items-center px-5 py-4 rounded-xl border ${item.bg}`}>
-                  <span className={`text-xs font-mono font-bold ${item.color}`}>{item.step}</span>
-                  <span className="text-sm font-semibold text-text-primary mt-1">{item.label}</span>
-                  <span className="text-xs text-text-muted mt-0.5">{item.sub}</span>
-                </div>
-                {i < 3 && (
-                  <svg className="hidden md:block text-text-muted/30 w-8 h-8 shrink-0" viewBox="0 0 24 24" fill="none" stroke="currentColor" strokeWidth="1.5" strokeLinecap="round" strokeLinejoin="round">
-                    <path d="M5 12h14M12 5l7 7-7 7" />
-                  </svg>
-                )}
-              </div>
-            ))}
-          </div>
-        </div>
-      </section>
-
-      {/* ── Final CTA ── */}
-      <section className="relative px-6 py-16 md:py-24">
-        <div className="max-w-xl mx-auto text-center">
-          <h2 className="text-xl md:text-2xl font-bold text-text-primary mb-4">
-            开始使用
-          </h2>
-          <p className="text-sm text-text-secondary mb-8">
-            登录后即刻获取实时市场分析与智能推荐
-          </p>
-          <Link
-            href="/login"
-            className="inline-flex px-10 py-3.5 bg-gradient-to-r from-amber-500 to-amber-600 text-white rounded-xl font-semibold text-sm hover:from-amber-400 hover:to-amber-500 transition-all shadow-glow-sm hover:shadow-glow active:scale-95"
-            style={{ boxShadow: "0 0 20px rgba(251,191,36,0.25)" }}
-          >
-            登录进入
-          </Link>
-        </div>
-      </section>
-
-      {/* ── Footer ── */}
-      <footer className="border-t border-border-subtle px-6 py-8">
-        <div className="max-w-5xl mx-auto flex items-center justify-between">
-          <div className="flex items-center gap-2">
-            <div className="w-6 h-6 rounded-md bg-gradient-to-br from-amber-500/30 to-amber-600/20 flex items-center justify-center text-[10px] font-bold text-amber-400">
+      <div className="relative max-w-6xl mx-auto px-6 md:px-8 min-h-screen flex flex-col">
+        <header className="flex items-center justify-between py-6 animate-fade-in-up">
+          <div className="flex items-center gap-3">
+            <div className="w-10 h-10 rounded-xl bg-gradient-to-br from-amber-500 to-amber-600 flex items-center justify-center text-sm font-bold text-white shadow-glow-sm">
               D
             </div>
-            <span className="text-xs text-text-muted">Dragon AI Agent</span>
+            <div>
+              <div className="text-sm font-semibold tracking-tight">Dragon AI Agent</div>
+              <div className="text-xs text-text-muted mt-0.5">A 股 AI 作战系统</div>
+            </div>
           </div>
-          <span className="text-xs text-text-muted/40">
-            &copy; {new Date().getFullYear()} Dragon AI Agent
-          </span>
-        </div>
-      </footer>
-    </div>
+
+          <Link
+            href="/login"
+            className="text-xs px-4 py-2 bg-gradient-to-r from-amber-500/20 to-amber-600/15 text-amber-400 rounded-xl hover:from-amber-500/30 hover:to-amber-600/25 transition-all duration-200 border border-amber-500/10 font-medium"
+          >
+            登录
+          </Link>
+        </header>
+
+        <section className="flex-1 flex items-center py-12 md:py-20">
+          <div className="w-full max-w-4xl">
+            <div className="text-[10px] uppercase tracking-[0.24em] text-amber-400 font-semibold animate-fade-in-up">
+              AI Market Operating System
+            </div>
+
+            <h1 className="mt-5 text-4xl md:text-6xl font-bold tracking-tight leading-[1.02] animate-fade-in-up">
+              每天给你一份
+              <br />
+              可以直接看的市场作战结论。
+            </h1>
+
+            <p className="mt-6 max-w-2xl text-base md:text-lg text-text-secondary leading-relaxed animate-fade-in-up">
+              从大盘、主线板块到推荐池和自选股，
+              用 AI 帮你整理成一套清晰、连续、可跟踪的交易研究结果。
+            </p>
+
+            <div className="flex flex-wrap gap-3 mt-8 animate-fade-in-up">
+              {HIGHLIGHTS.map((item) => (
+                <span
+                  key={item}
+                  className="px-3.5 py-1.5 rounded-full bg-surface-2 border border-border-subtle text-sm text-text-secondary"
+                >
+                  {item}
+                </span>
+              ))}
+            </div>
+
+            <div className="flex flex-wrap items-center gap-3 mt-10 animate-fade-in-up">
+              <Link
+                href="/login"
+                className="px-6 py-3 bg-gradient-to-r from-amber-500 to-amber-600 text-white rounded-xl text-sm font-semibold hover:from-amber-400 hover:to-amber-500 transition-all shadow-glow-sm"
+              >
+                进入系统
+              </Link>
+            </div>
+          </div>
+        </section>
+
+        <footer className="py-6 text-xs text-text-muted animate-fade-in-up">
+          面向每日交易研究的 A 股 AI 作战台
+        </footer>
+      </div>
+    </main>
   );
-}
+}

frontend/src/components/market-temp.tsx

@@ -27,7 +27,10 @@ export default function MarketTemp({ data, indices }: MarketTempProps) {
     <div className="glass-card-static p-4 sm:p-5 animate-fade-in-up">
       {/* Header */}
       <div className="flex items-center justify-between mb-3 sm:mb-4">
-        <h2 className="text-xs font-semibold text-text-muted uppercase tracking-wider">市场温度</h2>
+        <div>
+          <h2 className="text-xs font-semibold text-text-muted uppercase tracking-wider">大盘温度证据</h2>
+          <p className="text-[10px] text-text-muted/60 mt-0.5">用于决定仓位上限和进攻/防守倾向</p>
+        </div>
         <span className="text-[10px] sm:text-xs text-text-muted font-mono tabular-nums">{data.trade_date}</span>
       </div>
 

frontend/src/components/nav.tsx

@@ -34,6 +34,16 @@ function FireIcon() {
   );
 }
 
+function StrategyIcon() {
+  return (
+    <svg width="18" height="18" viewBox="0 0 24 24" fill="none" stroke="currentColor" strokeWidth="1.8" strokeLinecap="round" strokeLinejoin="round">
+      <path d="M4 19V5" />
+      <path d="M4 19h16" />
+      <path d="M7 15l3-4 3 2 4-7" />
+      <path d="M17 6h3v3" />
+    </svg>
+  );
+}
 
 function DiagnoseIcon() {
   return (
@@ -52,6 +62,14 @@ function ChatIcon() {
   );
 }
 
+function WatchlistIcon() {
+  return (
+    <svg width="18" height="18" viewBox="0 0 24 24" fill="none" stroke="currentColor" strokeWidth="1.8" strokeLinecap="round" strokeLinejoin="round">
+      <path d="M19 21l-7-5-7 5V5a2 2 0 0 1 2-2h10a2 2 0 0 1 2 2z" />
+    </svg>
+  );
+}
+
 function UsersIcon() {
   return (
     <svg width="18" height="18" viewBox="0 0 24 24" fill="none" stroke="currentColor" strokeWidth="1.8" strokeLinecap="round" strokeLinejoin="round">
@@ -96,10 +114,13 @@ export function SidebarNav() {
 
   return (
     <nav className="flex-1 py-5 px-3 space-y-1">
-      <SideNavItem href="/dashboard" icon={<DashboardIcon />} label="总览" />
-      <SideNavItem href="/recommendations" icon={<TargetIcon />} label="推荐列表" />
-      <SideNavItem href="/sectors" icon={<FireIcon />} label="板块分析" />
-      <SideNavItem href="/diagnose" icon={<DiagnoseIcon />} label="AI 诊断" />
+      <SideNavItem href="/dashboard" icon={<DashboardIcon />} label="今日作战" />
+      <SideNavItem href="/recommendations" icon={<TargetIcon />} label="推荐池" />
+      <SideNavItem href="/strategy" icon={<StrategyIcon />} label="策略复盘" />
+      <SideNavItem href="/sectors" icon={<FireIcon />} label="板块主线" />
+      <SideNavItem href="/watchlists" icon={<WatchlistIcon />} label="自选股" />
+      <SideNavItem href="/diagnose" icon={<DiagnoseIcon />} label="个股诊断" />
+      <SideNavItem href="/chat" icon={<ChatIcon />} label="作战问答" />
       {user?.role === "admin" && (
         <SideNavItem href="/settings" icon={<SettingsIcon />} label="系统设置" />
       )}
@@ -128,17 +149,17 @@ export function MobileBottomNav() {
   return (
     <nav className="fixed bottom-0 left-0 right-0 md:hidden z-50 bg-bg-secondary/95 backdrop-blur-xl border-t border-border-subtle">
       <div className="flex justify-around py-2 pb-[max(0.5rem,env(safe-area-inset-bottom))]">
-        <MobileNavItem href="/dashboard" label="总览">
+        <MobileNavItem href="/dashboard" label="作战">
           <DashboardIcon />
         </MobileNavItem>
-        <MobileNavItem href="/recommendations" label="推荐">
+        <MobileNavItem href="/recommendations" label="推荐池">
           <TargetIcon />
         </MobileNavItem>
-        <MobileNavItem href="/sectors" label="板块">
-          <FireIcon />
+        <MobileNavItem href="/strategy" label="策略">
+          <StrategyIcon />
         </MobileNavItem>
-        <MobileNavItem href="/diagnose" label="诊断">
-          <DiagnoseIcon />
+        <MobileNavItem href="/watchlists" label="自选">
+          <WatchlistIcon />
         </MobileNavItem>
       </div>
     </nav>

frontend/src/components/sector-heatmap.tsx

@@ -7,7 +7,7 @@ export default function SectorHeatmap({ sectors }: { sectors: SectorData[] }) {
   if (!sectors.length) {
     return (
       <div className="glass-card-static p-5">
-        <h2 className="text-sm font-semibold text-text-muted mb-4">热门板块</h2>
+        <h2 className="text-sm font-semibold text-text-muted mb-4">主线板块证据</h2>
         <div className="text-sm text-text-muted text-center py-6">暂无数据</div>
       </div>
     );
@@ -19,7 +19,10 @@ export default function SectorHeatmap({ sectors }: { sectors: SectorData[] }) {
   return (
     <div className="glass-card-static p-5">
       <div className="flex items-center gap-2 mb-4">
-        <h2 className="text-sm font-semibold text-text-muted">热门板块</h2>
+        <div>
+          <h2 className="text-sm font-semibold text-text-muted">主线板块证据</h2>
+          <p className="text-[10px] text-text-muted/60 mt-0.5">用于验证推荐是否站在资金和赚钱效应方向上</p>
+        </div>
         {hasRealtime && (
           <span className="text-[10px] px-1.5 py-0.5 rounded bg-emerald-500/10 text-emerald-400/80">
             实时

frontend/src/components/stock-card.tsx

@@ -1,20 +1,10 @@
 "use client";
 
-import { useState, useRef, useEffect } from "react";
-import { getLevelBadge, getScoreColor } from "@/lib/utils";
+import { getLevelBadge } from "@/lib/utils";
 import type { RecommendationData } from "@/lib/api";
 
-export default function StockCard({ rec, showLLMLoading = false }: { rec: RecommendationData; showLLMLoading?: boolean }) {
+export default function StockCard({ rec }: { rec: RecommendationData }) {
   const badge = getLevelBadge(rec.level);
-  const [aiExpanded, setAiExpanded] = useState(false);
-  const aiContentRef = useRef<HTMLDivElement>(null);
-  const [aiContentHeight, setAiContentHeight] = useState(0);
-
-  useEffect(() => {
-    if (aiContentRef.current) {
-      setAiContentHeight(aiContentRef.current.scrollHeight);
-    }
-  }, [aiExpanded, rec.llm_analysis]);
 
   // 入场信号标签
   const signalTypeMap: Record<string, { label: string; style: string }> = {
@@ -30,14 +20,31 @@ export default function StockCard({ rec, showLLMLoading = false }: { rec: Recomm
     ? { label: "强中选强", style: "bg-amber-500/15 text-amber-400 border-amber-500/20" }
     : null;
   const tag = signalInfo || legacyStrategy;
-
-  const hasLLM = rec.llm_analysis && rec.llm_analysis !== "AI 分析暂时不可用";
+  const actionPlanStyle: Record<string, string> = {
+    "可操作": "bg-red-500/15 text-red-400 border-red-500/20",
+    "重点关注": "bg-amber-500/15 text-amber-400 border-amber-500/20",
+    "观察": "bg-surface-3 text-text-muted border-border-default",
+  };
+  const lifecycleLabel: Record<string, string> = {
+    candidate: "观察池",
+    actionable: "可操作",
+    tracking: "跟踪中",
+    closed_win: "盈利结束",
+    closed_loss: "亏损结束",
+    expired: "到期复盘",
+    invalidated: "已失效",
+  };
+  const actionPlanCopy: Record<string, string> = {
+    "可操作": "触发条件成立时才执行",
+    "重点关注": "等待确认，不提前交易",
+    "观察": "只记录，不主动出手",
+  };
 
   return (
     <div className="glass-card p-4 group">
       {/* Clickable top section — navigates to stock detail */}
       <a href={`/stock/${rec.ts_code}`} className="block">
-        {/* Header: Name + Strategy + Score */}
+        {/* Header: Name + Action state */}
         <div className="flex items-start justify-between mb-3">
           <div className="min-w-0 flex-1">
             <div className="flex items-center gap-1.5 flex-wrap">
@@ -52,27 +59,75 @@ export default function StockCard({ rec, showLLMLoading = false }: { rec: Recomm
                   {tag.label}
                 </span>
               )}
+              {rec.action_plan && (
+                <span className={`text-[10px] px-1.5 py-0.5 rounded-md font-medium border ${actionPlanStyle[rec.action_plan] ?? actionPlanStyle["观察"]}`}>
+                  {rec.action_plan}
+                </span>
+              )}
             </div>
             <div className="text-[11px] text-text-muted mt-1 font-mono tabular-nums">
               {rec.ts_code} · {rec.sector}
             </div>
           </div>
           <div className="text-right shrink-0 ml-3">
-            <div className={`text-xl font-bold font-mono tabular-nums tracking-tight ${getScoreColor(rec.score)}`}>
-              {rec.score}
+            <div className="text-[10px] text-text-muted uppercase tracking-wider">
+              AI 决策
             </div>
-            <div className={`text-[10px] font-medium ${badge.text}`}>
-              {rec.level}
+            <div className="text-xs text-text-secondary mt-0.5">
+              {rec.action_plan ?? "观察"}
             </div>
           </div>
         </div>
 
-        {/* Score dimension bars */}
-        <div className="grid grid-cols-4 gap-2 mb-3">
-          <ScoreBar label="供需" value={rec.supply_demand_score ?? 0} weight="50%" />
-          <ScoreBar label="形态" value={rec.price_action_score ?? 0} weight="40%" />
-          <ScoreBar label="趋势" value={rec.technical_score} weight="10%" />
-          <ScoreBar label="位置" value={rec.position_score ?? 50} weight="防追高" />
+        {(rec.action_plan || rec.trigger_condition || rec.invalidation_condition || rec.suggested_position_pct) && (
+          <div className="mb-3 rounded-xl bg-surface-1/70 border border-border-subtle p-3">
+            <div className="flex items-center justify-between gap-2 mb-2">
+              <div className="text-[10px] text-text-muted uppercase tracking-wider font-semibold">AI 操作计划</div>
+              <span className={`text-[10px] px-2 py-0.5 rounded-full border ${rec.action_plan ? actionPlanStyle[rec.action_plan] ?? actionPlanStyle["观察"] : actionPlanStyle["观察"]}`}>
+                {rec.action_plan ? actionPlanCopy[rec.action_plan] ?? rec.action_plan : "等待结论"}
+              </span>
+            </div>
+            {rec.trigger_condition && (
+              <div className="text-[11px] text-text-secondary leading-relaxed line-clamp-2">
+                触发：{rec.trigger_condition}
+              </div>
+            )}
+            {rec.invalidation_condition && (
+              <div className="text-[11px] text-text-muted leading-relaxed line-clamp-2 mt-1">
+                失效：{rec.invalidation_condition}
+              </div>
+            )}
+            <div className="flex flex-wrap items-center gap-2 mt-2 text-[10px] text-text-muted">
+              {rec.suggested_position_pct != null && (
+                <span className="rounded-md bg-surface-2 px-2 py-1">
+                  仓位 {rec.suggested_position_pct}%
+                </span>
+              )}
+              {rec.review_after_days ? (
+                <span className="rounded-md bg-surface-2 px-2 py-1">
+                  {rec.review_after_days}日复盘
+                </span>
+              ) : null}
+              <span className={`rounded-md px-2 py-1 ${badge.bg} ${badge.text}`}>
+                {rec.level}
+              </span>
+            </div>
+          </div>
+        )}
+
+        <div className="mb-3 rounded-xl bg-surface-1/60 border border-border-subtle px-3 py-2.5">
+          <div className="flex items-center justify-between gap-2 mb-2">
+            <div className="text-[10px] text-text-muted uppercase tracking-wider font-semibold">证据维度</div>
+            <span className="text-[10px] text-text-muted font-mono tabular-nums">
+              参考 {rec.score.toFixed(0)}
+            </span>
+          </div>
+          <div className="grid grid-cols-4 gap-2">
+            <ScoreBar label="供需" value={rec.supply_demand_score ?? 0} weight="证据" />
+            <ScoreBar label="形态" value={rec.price_action_score ?? 0} weight="证据" />
+            <ScoreBar label="趋势" value={rec.technical_score} weight="证据" />
+            <ScoreBar label="位置" value={rec.position_score ?? 50} weight="风控" />
+          </div>
         </div>
 
         {/* Price reference */}
@@ -93,6 +148,38 @@ export default function StockCard({ rec, showLLMLoading = false }: { rec: Recomm
           </div>
         )}
 
+        {rec.tracking && (
+          <div className="mb-3 bg-surface-1/60 rounded-lg px-3 py-2 border border-border-subtle">
+            <div className="flex items-center justify-between mb-2">
+              <span className="text-[10px] text-text-muted">
+                生命周期 · {lifecycleLabel[rec.lifecycle_status || ""] ?? rec.lifecycle_status ?? "跟踪"}
+              </span>
+              <span className="text-[10px] text-text-muted font-mono tabular-nums">
+                {rec.tracking.days_since_recommendation ?? 0}日 · {rec.tracking.track_date}
+              </span>
+            </div>
+            <div className="grid grid-cols-3 gap-2">
+              <TrackingMetric
+                label="当前"
+                value={rec.tracking.pct_from_entry}
+              />
+              <TrackingMetric
+                label="最大浮盈"
+                value={rec.tracking.max_return_pct}
+              />
+              <TrackingMetric
+                label="最大回撤"
+                value={rec.tracking.max_drawdown_pct}
+              />
+            </div>
+            {rec.tracking.review_note && (
+              <div className="text-[11px] text-text-muted leading-relaxed mt-2 line-clamp-2">
+                {rec.tracking.review_note}
+              </div>
+            )}
+          </div>
+        )}
+
         {/* Reasons */}
         <div className="space-y-1.5">
           {rec.reasons.slice(0, 3).map((r, i) => (
@@ -104,46 +191,19 @@ export default function StockCard({ rec, showLLMLoading = false }: { rec: Recomm
         </div>
       </a>
 
-      {/* ── AI Analysis — separate from the clickable link area ── */}
-      {hasLLM ? (
-        <div className="mt-3 border-t border-border-subtle pt-3">
-          <button
-            onClick={() => setAiExpanded(!aiExpanded)}
-            className="w-full flex items-center gap-2 text-xs text-cyan-400/80 font-medium hover:text-cyan-400 transition-colors"
-          >
-            <svg width="10" height="10" viewBox="0 0 24 24" fill="none" stroke="currentColor" strokeWidth="2.5" strokeLinecap="round" strokeLinejoin="round" className={`transition-transform duration-200 ${aiExpanded ? "rotate-90" : ""}`}>
-              <path d="M9 18l6-6-6-6" />
-            </svg>
-            AI 分析
-            {rec.llm_score != null && (
-              <span className="ml-auto font-mono tabular-nums">
-                <span className={`font-bold ${rec.llm_score >= 7 ? "text-amber-400" : rec.llm_score >= 5 ? "text-cyan-400" : "text-text-muted"}`}>
-                  {rec.llm_score}
-                </span>
-                <span className="text-text-muted/40">/10</span>
-              </span>
-            )}
-          </button>
-          <div
-            className="overflow-hidden transition-[max-height] duration-300 ease-out"
-            style={{ maxHeight: aiExpanded ? aiContentHeight + 20 : 0 }}
-          >
-            <div ref={aiContentRef} className="text-xs text-text-secondary leading-relaxed whitespace-pre-line mt-2 pl-1">
-              <MarkdownText text={rec.llm_analysis ?? ""} />
-            </div>
-          </div>
+      <div className="mt-3 border-t border-border-subtle pt-2 flex items-center justify-between gap-3 text-[11px]">
+        <div className="text-text-muted">
+          推演记录在详情页归档
+          {rec.llm_score != null && (
+            <span className="ml-2 font-mono tabular-nums text-cyan-400/80">
+              AI {rec.llm_score}/10
+            </span>
+          )}
         </div>
-      ) : rec.llm_analysis === "AI 分析暂时不可用" ? (
-        <div className="mt-3 border-t border-border-subtle pt-2 text-xs text-text-muted/40 flex items-center gap-1.5">
-          <span className="w-1 h-1 rounded-full bg-text-muted/20" />
-          AI 分析暂不可用
-        </div>
-      ) : showLLMLoading ? (
-        <div className="mt-3 border-t border-border-subtle pt-2 text-xs text-text-muted flex items-center gap-2">
-          <span className="inline-block w-3 h-3 border border-cyan-400/30 border-t-cyan-400/80 rounded-full animate-spin" />
-          AI 分析中...
-        </div>
-      ) : null}
+        <a href={`/stock/${rec.ts_code}`} className="shrink-0 text-cyan-400/80 hover:text-cyan-400 transition-colors">
+          查看推演
+        </a>
+      </div>
 
       {/* Risk note */}
       {rec.risk_note && (
@@ -155,86 +215,6 @@ export default function StockCard({ rec, showLLMLoading = false }: { rec: Recomm
   );
 }
 
-/** Markdown 文本渲染（处理标题、粗体、列表、分隔线等） */
-function MarkdownText({ text }: { text: string }) {
-  const lines = text.split("\n");
-  return (
-    <>
-      {lines.map((line, i) => {
-        const trimmed = line.trim();
-
-        // ### / ## 标题
-        const headingMatch = trimmed.match(/^(#{1,3})\s+(.+)/);
-        if (headingMatch) {
-          return (
-            <div key={i} className="text-accent-cyan/70 font-semibold mt-2 first:mt-0">
-              {headingMatch[2].replace(/\*\*/g, "")}
-            </div>
-          );
-        }
-
-        // 空行
-        if (!trimmed) {
-          return <div key={i} className="h-1" />;
-        }
-
-        // 分隔线 --- 或 ***
-        if (/^[-*_]{3,}$/.test(trimmed)) {
-          return <div key={i} className="border-t border-border-default my-1.5" />;
-        }
-
-        // 无序列表 - 开头
-        if (trimmed.startsWith("- ") || trimmed.startsWith("· ")) {
-          const content = trimmed.slice(2);
-          return (
-            <div key={i} className="flex items-start gap-1.5">
-              <span className="w-1 h-1 rounded-full bg-accent-cyan/40 mt-[7px] shrink-0" />
-              <span>{renderInlineFormat(content)}</span>
-            </div>
-          );
-        }
-
-        // 有序列表 1. 开头
-        const olMatch = trimmed.match(/^(\d+)[.、)]\s+(.+)/);
-        if (olMatch) {
-          return (
-            <div key={i} className="flex items-start gap-1.5">
-              <span className="text-accent-cyan/50 font-mono text-[10px] mt-[2px] shrink-0">{olMatch[1]}.</span>
-              <span>{renderInlineFormat(olMatch[2])}</span>
-            </div>
-          );
-        }
-
-        // 普通文本
-        return <div key={i}>{renderInlineFormat(trimmed)}</div>;
-      })}
-    </>
-  );
-}
-
-/** 处理行内格式：**粗体**、*斜体*、`代码` */
-function renderInlineFormat(text: string) {
-  // 先处理 `代码`
-  const parts = text.split(/(`[^`]+`)/g);
-  return parts.map((part, i) => {
-    if (part.startsWith("`") && part.endsWith("`")) {
-      return (
-        <code key={i} className="bg-surface-4 px-1 py-0.5 rounded text-accent-cyan/90 font-mono text-[11px]">
-          {part.slice(1, -1)}
-        </code>
-      );
-    }
-    // 再处理 **粗体** 和 *斜体*
-    const boldParts = part.split(/(\*\*[^*]+\*\*)/g);
-    return boldParts.map((bp, j) => {
-      if (bp.startsWith("**") && bp.endsWith("**")) {
-        return <span key={`${i}-${j}`} className="font-semibold text-text-primary">{bp.slice(2, -2)}</span>;
-      }
-      return <span key={`${i}-${j}`}>{bp}</span>;
-    });
-  });
-}
-
 function ScoreBar({ label, value, weight }: { label: string; value: number; weight?: string }) {
   const width = Math.min(value, 100);
   const gradientClass = value >= 70 ? "score-bar-gradient-high" : value >= 50 ? "score-bar-gradient-mid" : "score-bar-gradient-low";
@@ -253,3 +233,16 @@ function ScoreBar({ label, value, weight }: { label: string; value: number; weig
     </div>
   );
 }
+
+function TrackingMetric({ label, value }: { label: string; value: number | null }) {
+  const num = value ?? 0;
+  const color = num > 0 ? "text-red-400" : num < 0 ? "text-emerald-400" : "text-text-secondary";
+  return (
+    <div>
+      <div className="text-[10px] text-text-muted/60 mb-0.5">{label}</div>
+      <div className={`text-xs font-mono tabular-nums font-semibold ${color}`}>
+        {num > 0 ? "+" : ""}{num.toFixed(2)}%
+      </div>
+    </div>
+  );
+}

frontend/src/lib/api.ts

@@ -70,6 +70,29 @@ export async function deleteAPI<T>(path: string): Promise<T> {
   return res.json();
 }
 
+export async function patchAPI<T>(path: string, body?: unknown): Promise<T> {
+  const token = getAuthToken();
+  const headers: Record<string, string> = { "Content-Type": "application/json" };
+  if (token) {
+    headers["Authorization"] = `Bearer ${token}`;
+  }
+
+  const res = await fetch(`${API_BASE}${path}`, {
+    method: "PATCH",
+    headers,
+    body: body ? JSON.stringify(body) : undefined,
+  });
+  if (res.status === 401) {
+    handleUnauthorized();
+    throw new Error("Unauthorized");
+  }
+  if (!res.ok) {
+    const data = await res.json().catch(() => ({}));
+    throw new Error(data.detail || `API error: ${res.status}`);
+  }
+  return res.json();
+}
+
 export interface MarketTemperatureData {
   trade_date: string;
   temperature: number;
@@ -117,6 +140,26 @@ export interface RecommendationData {
   llm_score?: number | null;
   scan_session: string;
   created_at: string | null;
+  entry_timing?: string;
+  action_plan?: "可操作" | "重点关注" | "观察";
+  trigger_condition?: string;
+  invalidation_condition?: string;
+  suggested_position_pct?: number;
+  review_after_days?: number;
+  lifecycle_status?: string;
+  data_freshness?: string;
+  tracking?: RecommendationTrackingSummary | null;
+}
+
+export interface RecommendationTrackingSummary {
+  current_price: number | null;
+  pct_from_entry: number | null;
+  max_return_pct: number | null;
+  max_drawdown_pct: number | null;
+  days_since_recommendation: number | null;
+  close_reason: string;
+  review_note: string;
+  track_date: string;
 }
 
 export interface LeadingStock {
@@ -150,6 +193,14 @@ export interface SectorData {
 export interface LatestResult {
   market_temperature: MarketTemperatureData | null;
   recommendations: RecommendationData[];
+  strategy_profile?: {
+    strategy_id: string;
+    name: string;
+    description?: string;
+    buy_threshold?: number;
+    min_score?: number;
+    notes?: string[];
+  } | null;
 }
 
 export interface DayGroup {
@@ -168,8 +219,11 @@ export interface PerformanceStats {
   winning: number;
   win_rate: number;
   avg_return: number;
+  avg_max_return: number;
+  avg_max_drawdown: number;
   hit_target_count: number;
   hit_stop_count: number;
+  lifecycle_counts: Record<string, number>;
   details: TrackedRecommendation[];
 }
 
@@ -183,6 +237,13 @@ export interface TrackedRecommendation {
   hit_target: boolean;
   hit_stop_loss: boolean;
   status: string;
+  action_plan?: string;
+  lifecycle_status?: string;
+  max_return_pct?: number;
+  max_drawdown_pct?: number;
+  days_since_recommendation?: number;
+  close_reason?: string;
+  review_note?: string;
   track_date: string;
 }
 
@@ -198,6 +259,178 @@ export interface DailyReviewResponse {
   reviews: DailyReview[];
 }
 
+// ---------- Strategy Board ----------
+
+export interface StrategyFocus {
+  label: string;
+  description: string;
+}
+
+export interface StrategySectorFocus {
+  sector_name: string;
+  stage: string;
+  heat_score: number;
+  pct_change: number;
+  limit_up_count: number;
+  view: string;
+}
+
+export interface StrategyStat {
+  name: string;
+  count: number;
+  win_rate: number;
+  avg_return: number;
+  avg_max_return: number;
+  avg_max_drawdown: number;
+  hit_target: number;
+  hit_stop: number;
+}
+
+export interface StrategyAdjustment {
+  target: string;
+  action: string;
+  reason: string;
+  confidence: string;
+}
+
+export interface StrategyIterationReport {
+  generated_at: string;
+  sample_size: number;
+  summary: string;
+  strategy_stats: StrategyStat[];
+  signal_stats: StrategyStat[];
+  failure_patterns: string[];
+  adjustment_suggestions: StrategyAdjustment[];
+  ai_analysis: string;
+  generated_by: string;
+}
+
+export interface StrategyBoard {
+  trade_date: string;
+  market_regime: string;
+  risk_level: string;
+  action_bias: string;
+  position_suggestion: string;
+  summary: string;
+  recommended_mode: string;
+  strategy_focus: StrategyFocus[];
+  watch_sectors: StrategySectorFocus[];
+  avoid_rules: string[];
+  iteration_notes: string[];
+  iteration_report?: StrategyIterationReport;
+  metrics: {
+    temperature?: number;
+    recommendation_count?: number;
+    actionable_count?: number;
+    watch_count?: number;
+    avg_score?: number;
+    win_rate?: number;
+    avg_return?: number;
+    tracked?: number;
+  };
+  ai_review: string;
+  generated_by: string;
+}
+
+export interface StockThesisTracking {
+  track_date: string;
+  current_price: number | null;
+  pct_from_entry: number | null;
+  max_return_pct: number | null;
+  max_drawdown_pct: number | null;
+  days_since_recommendation: number | null;
+  hit_target: boolean;
+  hit_stop_loss: boolean;
+  close_reason: string;
+  review_note: string;
+  status: string;
+}
+
+export interface StockThesisDiagnosis {
+  id: number;
+  diagnosis: string;
+  created_at: string;
+}
+
+export interface StockThesisPoint {
+  label: string;
+  value: string;
+}
+
+export interface StockThesisResponse {
+  ts_code: string;
+  name: string;
+  has_recommendation: boolean;
+  recommendation: RecommendationData | null;
+  latest_tracking: StockThesisTracking | null;
+  tracking_history: StockThesisTracking[];
+  diagnoses: StockThesisDiagnosis[];
+  decision_points: StockThesisPoint[];
+  data_freshness: {
+    recommendation_created_at: string;
+    tracking_date: string;
+    status: string;
+    message: string;
+  };
+}
+
+export interface OpsStatusResponse {
+  scan_running: boolean;
+  scan_mode: string;
+  is_trading: boolean;
+  data_freshness: {
+    market_trade_date: string;
+    sector_trade_date: string;
+    tracking_trade_date: string;
+    last_recommendation_created_at: string;
+    last_tracking_created_at: string;
+    last_market_created_at: string;
+    last_sector_created_at: string;
+    last_review_created_at: string;
+    status: string;
+    message: string;
+    generated_at: string;
+  };
+  actions: {
+    key: string;
+    label: string;
+    admin_only: boolean;
+  }[];
+}
+
+export interface WatchlistItem {
+  id: number;
+  ts_code: string;
+  name: string;
+  note: string;
+  watch_group?: "observe" | "focus" | "candidate" | "holding";
+  cost_price?: number | null;
+  created_at: string;
+  conclusion?: string;
+  advice?: string;
+  trigger_condition?: string;
+  risk_note?: string;
+  summary?: string;
+  analysis_created_at?: string;
+}
+
+export interface WatchlistHistoryItem {
+  id: number;
+  user_id: number;
+  watchlist_id: number;
+  ts_code: string;
+  name: string;
+  conclusion: string;
+  advice: string;
+  trigger_condition: string;
+  risk_note: string;
+  summary: string;
+  full_analysis: string;
+  score_reference: number;
+  analysis_mode: string;
+  created_at: string;
+}
+
 // ---------- Sector Rotation ----------
 
 export interface SectorRotationData {