fix(regime): 修复重算无产出并补全 beta 标签

后端
- /recompute 全量分支原本误调 compute_regime_incremental(增量补差),
  无缺口/stale 时直接返回 0 行; 改为用 earliest_enriched_date ~ 今天
  走 run_regime_batch + upsert 强制覆盖, 真正实现"全量重算"
- _scan_enriched_fallback 原本漏调 compute_limit_signals 的 instruments
  参数致慢路径必抛异常 → enriched 缓存未预热时拿不到含信号列数据 → 聚合
  返回空; 改用主管道同款 compute_all(df, instruments, historical_shares)
  一站式补算, 与 indicators/pipeline.py 对齐
- 新增 enriched_date_set / earliest_enriched_date 辅助函数(抽出复用)

前端
- Regime 重算按钮: 加"重算中…"文字反馈 + 完成 toast(区分有/无新数据) +
  catch 捕获错误(原异常被静默吞掉)
- 市场环境菜单加 beta 胶囊标签(对齐 Settings 数据源标签样式)

验证
- 后端 582 passed; 真实数据全量重算产出 986 行(2022-07-08 ~ 2026-07-31)
- 前端 tsc + pnpm build 通过

backend/app/services/regime_builder.py

@@ -239,19 +239,24 @@ def _scan_enriched_fallback(repo, start: date, end: date) -> pl.DataFrame | None
     """缓存不覆盖时的慢路径: 一次性 scan 全部 enriched parquet + 重算指标。
 
     仅在 regime 首次全量回填或缓存未预热时触发。返回含信号列的多日 DataFrame。
+
+    enriched 持久化只存基础列(OHLCV + raw_*/turnover/consecutive_*), 不含
+    change_pct/ma20/signal_* 等派生列, 故此处需用 compute_all 补算全套指标。
+    必须传入 instruments(涨跌停价表), 否则 compute_limit_signals 会跳过涨跌停信号。
     """
     try:
         enriched_dir = repo.store.data_dir / "kline_daily_enriched"
         if not enriched_dir.exists():
             return None
-        from app.indicators.pipeline import compute_indicators, compute_limit_signals
+        from app.indicators.pipeline import compute_all
         df = pl.scan_parquet(enriched_dir / "**" / "*.parquet").filter(
             (pl.col("date") >= start) & (pl.col("date") <= end)
         ).collect()
         if df.is_empty():
             return None
-        df = compute_indicators(df)
-        df = compute_limit_signals(df)
+        instruments = repo.get_instruments()
+        historical_shares = repo.get_historical_shares()
+        df = compute_all(df, instruments=instruments, historical_shares=historical_shares)
         return df
     except Exception as e:  # noqa: BLE001
         logger.warning("regime scan_enriched_fallback failed: %s", e)
@@ -391,15 +396,7 @@ def compute_regime_incremental(repo, data_dir: Path, *, today: date | None = Non
     existing = load_regime_history(data_dir)
 
     # 缺口: enriched 有哪些天, regime 缺哪些
-    enriched_dir = repo.store.data_dir / "kline_daily_enriched"
-    enriched_dates: set[date] = set()
-    if enriched_dir.exists():
-        for part in enriched_dir.glob("date=*/part.parquet"):
-            try:
-                ds = part.parent.name.replace("date=", "")
-                enriched_dates.add(date.fromisoformat(ds))
-            except ValueError:
-                continue
+    enriched_dates = enriched_date_set(repo)
     existing_dates = set(existing["date"].to_list()) if not existing.is_empty() else set()
     missing = sorted(d for d in enriched_dates if d not in existing_dates and d <= today)
 
@@ -417,3 +414,24 @@ def compute_regime_incremental(repo, data_dir: Path, *, today: date | None = Non
     if not new_rows.is_empty():
         upsert_regime_history(data_dir, new_rows)
     return new_rows
+
+
+def enriched_date_set(repo) -> set[date]:
+    """扫描 kline_daily_enriched 分区目录, 返回所有已有日期集合。"""
+    enriched_dir = repo.store.data_dir / "kline_daily_enriched"
+    dates: set[date] = set()
+    if not enriched_dir.exists():
+        return dates
+    for part in enriched_dir.glob("date=*/part.parquet"):
+        try:
+            ds = part.parent.name.replace("date=", "")
+            dates.add(date.fromisoformat(ds))
+        except ValueError:
+            continue
+    return dates
+
+
+def earliest_enriched_date(repo) -> date | None:
+    """返回 enriched 最早日期(供全量重算定起点)。无数据返回 None。"""
+    dates = enriched_date_set(repo)
+    return min(dates) if dates else None