Merge pull request #55 from shy3130/feat/tickflow-rate-limits

feat: 自定义数据源扩展 + 限频集中化 (v0.1.80)

README.md

@@ -218,6 +218,7 @@ PORT=3018                      # 服务端口
 | [docs/deployment.md](./docs/deployment.md)                                                         | 部署方式(Dev / Docker / GH Actions)、老 CPU 兼容、更新代码、访问密码 |
 | [docs/configuration.md](./docs/configuration.md)                                                   | 所有 `.env` 配置项详解(数据源、AI、服务、密码、数据目录)             |
 | [docs/features.md](./docs/features.md)                                                             | 各功能模块详细说明(选股/指标/回测/监控/个股分析/数据扩展)            |
+| [docs/custom-data-source.md](./docs/custom-data-source.md)                                         | 自定义数据源接入、YAML 配置与 mock 联调示例                         |
 | [docs/strategy.md](./docs/strategy.md)                                                             | 策略体系(18 内置策略 + 三种扩展方式 + 文件结构)                      |
 | [backend/app/strategy/prompts/strategy-guide.md](./backend/app/strategy/prompts/strategy-guide.md) | 策略开发完整规范(AI 生成与手写)                                      |
 

backend/app/api/alerts.py

@@ -136,9 +136,7 @@ def seed_demo_alerts(request: Request, count: int = 12, recent: bool = True):
             "signals": ev["signals"],
             "severity": ev.get("severity", "info"),
         } for ev in events]
-        with qs._lock:
-            qs._pending_alerts.extend(sse_alerts)
-        qs._alert_event.set()
+        qs.push_alerts(sse_alerts)
 
     return {"ok": True, "generated": len(events)}
 

backend/app/api/data.py

@@ -663,8 +663,7 @@ def clear_data(request: Request):
     # - 待推送的实时通知队列 (进程内存)
     qs = getattr(request.app.state, "quote_service", None)
     if qs is not None:
-        with qs._lock:
-            qs._pending_alerts.clear()
+        qs.clear_pending_alerts()
 
     # 清除 Polars 缓存
     # 先 clear_cache 无条件清空内存 (refresh_cache 在磁盘无数据时会提前 return,

backend/app/api/financials.py

@@ -18,11 +18,26 @@ logger = logging.getLogger(__name__)
 router = APIRouter(prefix="/api/financials", tags=["financials"])
 
 
+def _financial_allowed(capset) -> bool:
+    """是否有财务数据访问权限 (TickFlow FINANCIAL 套餐 或 custom 财务源)。"""
+    if capset.has(Cap.FINANCIAL):
+        return True
+    from app.services.financial_sync import _financial_is_custom
+    return _financial_is_custom()
+
+
+def _require_financial(capset) -> None:
+    """_require_financial(capset) 的 custom 感知版本。"""
+    if not _financial_allowed(capset):
+        from app.tickflow.capabilities import CapabilityDenied
+        raise CapabilityDenied(Cap.FINANCIAL)
+
+
 @router.get("/status")
 def financial_status(request: Request):
     """返回各财务表的同步状态。无需 FINANCIAL 权限（前端根据 available 决定是否展示）。"""
     capset = request.app.state.capabilities
-    if not capset.has(Cap.FINANCIAL):
+    if not _financial_allowed(capset):
         return {"available": False, "tables": {}}
 
     data_dir = request.app.state.repo.store.data_dir
@@ -59,7 +74,7 @@ def financial_status(request: Request):
 def get_metrics(request: Request, symbol: str | None = None):
     """查询核心财务指标。"""
     capset = request.app.state.capabilities
-    capset.require(Cap.FINANCIAL)
+    _require_financial(capset)
 
     df = get_financial_df(request.app.state.repo.store.data_dir, "metrics")
     if df.is_empty():
@@ -73,7 +88,7 @@ def get_metrics(request: Request, symbol: str | None = None):
 def get_income(request: Request, symbol: str | None = None):
     """查询利润表。"""
     capset = request.app.state.capabilities
-    capset.require(Cap.FINANCIAL)
+    _require_financial(capset)
 
     df = get_financial_df(request.app.state.repo.store.data_dir, "income")
     if df.is_empty():
@@ -87,7 +102,7 @@ def get_income(request: Request, symbol: str | None = None):
 def get_balance_sheet(request: Request, symbol: str | None = None):
     """查询资产负债表。"""
     capset = request.app.state.capabilities
-    capset.require(Cap.FINANCIAL)
+    _require_financial(capset)
 
     df = get_financial_df(request.app.state.repo.store.data_dir, "balance_sheet")
     if df.is_empty():
@@ -101,7 +116,7 @@ def get_balance_sheet(request: Request, symbol: str | None = None):
 def get_cash_flow(request: Request, symbol: str | None = None):
     """查询现金流量表。"""
     capset = request.app.state.capabilities
-    capset.require(Cap.FINANCIAL)
+    _require_financial(capset)
 
     df = get_financial_df(request.app.state.repo.store.data_dir, "cash_flow")
     if df.is_empty():
@@ -120,7 +135,7 @@ def sync_table(request: Request, table: str):
     前端通过轮询 GET /status 的 syncing 字段观察进度。
     """
     capset = request.app.state.capabilities
-    capset.require(Cap.FINANCIAL)
+    _require_financial(capset)
 
     valid_tables = {"metrics", "income", "balance_sheet", "cash_flow", "all"}
     if table not in valid_tables:
@@ -151,7 +166,7 @@ async def analyze_financials(request: Request, req: AnalyzeRequest):
     以便前端用 ReadableStream 逐行解析,更简单可靠)。
     """
     capset = request.app.state.capabilities
-    capset.require(Cap.FINANCIAL)
+    _require_financial(capset)
 
     if not req.symbol:
         raise HTTPException(400, "symbol 不能为空")
@@ -187,7 +202,7 @@ class SaveReportRequest(BaseModel):
 def list_reports(request: Request):
     """获取全部历史报告(按时间降序,后端已裁剪到上限)。无需 FINANCIAL 能力读取列表元信息。"""
     capset = request.app.state.capabilities
-    if not capset.has(Cap.FINANCIAL):
+    if not _financial_allowed(capset):
         return {"reports": []}
     return {"reports": ai_reports.list_reports()}
 
@@ -196,7 +211,7 @@ def list_reports(request: Request):
 def save_report(request: Request, req: SaveReportRequest):
     """保存一条报告。"""
     capset = request.app.state.capabilities
-    capset.require(Cap.FINANCIAL)
+    _require_financial(capset)
     report = ai_reports.save_report({
         "symbol": req.symbol,
         "name": req.name,
@@ -212,6 +227,6 @@ def save_report(request: Request, req: SaveReportRequest):
 def delete_report(request: Request, report_id: str):
     """删除一条报告。"""
     capset = request.app.state.capabilities
-    capset.require(Cap.FINANCIAL)
+    _require_financial(capset)
     ok = ai_reports.delete_report(report_id)
     return {"ok": ok}

backend/app/api/kline.py

@@ -15,6 +15,19 @@ logger = logging.getLogger(__name__)
 router = APIRouter(prefix="/api/kline", tags=["kline"])
 
 
+def _minute_allowed(capset) -> bool:
+    """是否有分钟K权限 (TickFlow Pro+ 或 custom minute 源)。"""
+    from app.tickflow.capabilities import Cap
+    if capset.has(Cap.KLINE_MINUTE_BATCH):
+        return True
+    from app.services import preferences
+    provider = preferences.get_minute_data_provider()
+    if provider == "tickflow":
+        return False
+    from app.data_providers import custom as custom_sources
+    return custom_sources.provider_has_dataset(provider, "minute")
+
+
 @router.get("/instruments/search")
 def search_instruments(
     request: Request,
@@ -439,7 +452,7 @@ async def sync_minute(request: Request):
     repo = request.app.state.repo
     capset = request.app.state.capabilities
 
-    if not capset.has(Cap.KLINE_MINUTE_BATCH):
+    if not _minute_allowed(capset):
         raise HTTPException(status_code=403, detail="需要 Pro+ 权限")
 
     job_id = job_store.create()
@@ -663,7 +676,7 @@ async def extend_minute_history(request: Request):
         capset = request.app.state.capabilities
 
         from app.tickflow.capabilities import Cap
-        if not capset.has(Cap.KLINE_MINUTE_BATCH):
+        if not _minute_allowed(capset):
             raise HTTPException(status_code=403, detail="需要 Pro+ 权限 (batch minute K-line)")
 
         # month 单位(按月扩展更长的分钟K历史)仅 Expert+ 开放;Pro 仅可用 day
@@ -727,10 +740,15 @@ async def extend_minute_history(request: Request):
                 progress("extend_minute", 8, f"标的池: {len(universe)} 只")
 
                 from app.tickflow.capabilities import Cap
+                from app.tickflow.rate_limits import resolve_limit
 
-                lim = capset.limits(Cap.KLINE_MINUTE_BATCH)
-                batch_size = lim.batch if lim and lim.batch else 100
-                rpm = lim.rpm if lim else 30
+                limit = resolve_limit(
+                    capset,
+                    Cap.KLINE_MINUTE_BATCH,
+                    default_batch=100,
+                    default_rpm=30,
+                    default_rpm_when_unset=False,
+                )
 
                 def _run():
                     """全部在 executor 线程里完成,避免阻塞事件循环。"""
@@ -745,7 +763,7 @@ async def extend_minute_history(request: Request):
                         universe,
                         start_time=_dt.combine(new_start, _dt.min.time()),
                         end_time=_dt.combine(latest, _dt.min.time()),
-                        batch_size=batch_size, rpm=rpm,
+                        batch_size=limit.batch, rpm=limit.rpm,
                         on_chunk_done=_chunk,
                     )
 

backend/app/api/monitor_rules.py

@@ -479,9 +479,7 @@ def trigger_ladder(request: Request):
             "conditions": ev["conditions"], "logic": ev["logic"],
         } for ev in rule_events]
         try:
-            with quote_svc._lock:
-                quote_svc._pending_alerts.extend(sse_alerts)
-            quote_svc._alert_event.set()
+            quote_svc.push_alerts(sse_alerts)
         except Exception:  # noqa: BLE001
             pass
 

backend/app/api/settings.py

@@ -319,6 +319,52 @@ class MinuteSyncPrefs(BaseModel):
     minute_sync_days: int = 5
 
 
+class DataProvidersIn(BaseModel):
+    daily_data_provider: str | None = None
+    adj_factor_provider: str | None = None
+    minute_data_provider: str | None = None
+    realtime_data_provider: str | None = None
+    financial_data_provider: str | None = None
+
+
+class CustomSourceTestIn(BaseModel):
+    provider: str
+    dataset: str
+    symbols: list[str] | None = None
+
+
+class DatasetFieldMapItem(BaseModel):
+    source: str
+    target: str
+
+
+class DatasetConfigIn(BaseModel):
+    url: str
+    method: str = "GET"
+    batch: int | None = None
+    rpm: int | None = None
+    response_path: str = ""
+    field_map: dict[str, str] = {}
+    transforms: dict[str, str] = {}
+    symbols_param: str = "symbols"
+    start_param: str = "start_time"
+    end_param: str = "end_time"
+
+
+class AuthConfigIn(BaseModel):
+    type: str = "none"
+    token_env: str | None = None
+    header: str = "Authorization"
+    param: str = "token"
+
+
+class CustomSourceIn(BaseModel):
+    name: str
+    display_name: str = ""
+    auth: AuthConfigIn = AuthConfigIn()
+    datasets: dict[str, DatasetConfigIn] = {}
+
+
 @router.get("/preferences")
 def get_preferences() -> dict:
     """返回用户偏好设置。"""
@@ -333,6 +379,7 @@ def get_preferences() -> dict:
         "adj_factor_provider": preferences.get_adj_factor_provider(),
         "minute_data_provider": preferences.get_minute_data_provider(),
         "realtime_data_provider": preferences.get_realtime_data_provider(),
+        "financial_data_provider": preferences.get_financial_provider(),
         "realtime_watchlist_symbols": preferences.get_realtime_watchlist_symbols(),
         **preferences.get_realtime_quote_scope(),
         "pipeline_pull_a_share": preferences.get_pipeline_pull_a_share(),
@@ -364,6 +411,106 @@ def get_preferences() -> dict:
     }
 
 
+@router.get("/data-sources")
+def list_data_sources() -> dict:
+    """列出已加载的自定义数据源。"""
+    from app.data_providers import custom as custom_sources
+    return {
+        "builtin": [{"name": "tickflow", "display_name": "TickFlow", "datasets": ["daily", "adj_factor", "realtime"]}],
+        "custom": custom_sources.list_sources(),
+        "errors": custom_sources.errors(),
+        "config_dir": str(custom_sources.data_sources_dir()),
+    }
+
+
+@router.post("/data-sources/reload")
+def reload_data_sources() -> dict:
+    """重新加载 data_sources/*.yaml。"""
+    from app.data_providers import custom as custom_sources
+    custom_sources.load_all()
+    return list_data_sources()
+
+
+@router.get("/data-sources/{name}")
+def get_data_source(name: str) -> dict:
+    """读取一个自定义数据源的完整配置(用于前端编辑回填)。"""
+    from app.data_providers import custom as custom_sources
+    cfg = custom_sources.get_config_dict(name)
+    if cfg is None:
+        raise HTTPException(status_code=404, detail=f"数据源 '{name}' 不存在")
+    return cfg
+
+
+@router.post("/data-sources")
+def save_data_source(req: CustomSourceIn) -> dict:
+    """创建或更新一个自定义数据源 yaml, 保存后自动 reload。"""
+    from app.data_providers import custom as custom_sources
+    config = req.model_dump()
+    config["name"] = (config.get("name") or "").lower()
+    try:
+        custom_sources.save_config(config["name"], config)
+        custom_sources.load_all()
+    except ValueError as e:
+        raise HTTPException(status_code=400, detail=str(e)) from e
+    return list_data_sources()
+
+
+@router.delete("/data-sources/{name}")
+def delete_data_source(name: str) -> dict:
+    """删除一个自定义数据源 yaml, 保存后自动 reload。
+
+    若当前总开关选中的就是被删的源, 回退到 tickflow。
+    """
+    from app.data_providers import custom as custom_sources
+    from app.services import preferences
+    try:
+        custom_sources.delete_config(name)
+    except ValueError as e:
+        raise HTTPException(status_code=400, detail=str(e)) from e
+    custom_sources.load_all()
+    # 回退被删源的偏好
+    updates: dict = {}
+    if preferences.get_daily_data_provider() == name:
+        updates["daily_data_provider"] = "tickflow"
+    if preferences.get_realtime_data_provider() == name:
+        updates["realtime_data_provider"] = "tickflow"
+    if preferences.get_financial_provider() == name:
+        updates["financial_data_provider"] = "tickflow"
+    adj = preferences.get_adj_factor_provider()
+    if adj == name:
+        updates["adj_factor_provider"] = "same_as_daily"
+    if updates:
+        preferences.save(updates)
+    return list_data_sources()
+
+
+@router.post("/data-sources/test")
+def test_data_source(req: CustomSourceTestIn) -> dict:
+    """试拉自定义数据源，不写盘。"""
+    from app.data_providers import custom as custom_sources
+    provider = custom_sources.get_provider(req.provider)
+    try:
+        return provider.test_dataset(req.dataset, req.symbols)
+    except Exception as e:  # noqa: BLE001
+        raise HTTPException(status_code=400, detail=f"自定义数据源测试失败: {e}") from e
+
+
+@router.put("/preferences/data-providers")
+def update_data_providers(req: DataProvidersIn) -> dict:
+    """保存数据源选择。"""
+    from app.services import preferences
+    updates = req.model_dump(exclude_none=True)
+    if updates:
+        preferences.save(updates)
+    return {
+        "daily_data_provider": preferences.get_daily_data_provider(),
+        "adj_factor_provider": preferences.get_adj_factor_provider(),
+        "minute_data_provider": preferences.get_minute_data_provider(),
+        "realtime_data_provider": preferences.get_realtime_data_provider(),
+        "financial_data_provider": preferences.get_financial_provider(),
+    }
+
+
 @router.get("/preferences/watchlist-columns")
 def get_watchlist_columns() -> dict:
     """返回自选列表列配置。"""

backend/app/data_providers/custom/__init__.py

@@ -0,0 +1,28 @@
+"""Custom data source extension points."""
+from app.data_providers.custom.loader import (
+    data_sources_dir,
+    delete_config,
+    errors,
+    get_config_dict,
+    get_provider,
+    is_custom_provider,
+    list_sources,
+    load_all,
+    names,
+    provider_has_dataset,
+    save_config,
+)
+
+__all__ = [
+    "data_sources_dir",
+    "delete_config",
+    "errors",
+    "get_config_dict",
+    "get_provider",
+    "is_custom_provider",
+    "list_sources",
+    "load_all",
+    "names",
+    "provider_has_dataset",
+    "save_config",
+]

backend/app/data_providers/custom/config.py

@@ -0,0 +1,92 @@
+"""Custom HTTP data source configuration."""
+from __future__ import annotations
+
+from dataclasses import dataclass, field
+from pathlib import Path
+from typing import Any, Literal
+
+import yaml
+
+DatasetName = Literal["daily", "adj_factor", "realtime", "minute", "financial"]
+
+
+@dataclass(frozen=True)
+class AuthConfig:
+    type: str = "none"
+    token_env: str | None = None
+    header: str = "Authorization"
+    param: str = "token"
+
+
+@dataclass(frozen=True)
+class DatasetConfig:
+    url: str
+    method: str = "GET"
+    batch: int | None = None
+    rpm: int | None = None
+    timeout: float = 30.0
+    response_path: str = ""
+    field_map: dict[str, str] = field(default_factory=dict)
+    transforms: dict[str, str] = field(default_factory=dict)
+    params: dict[str, Any] = field(default_factory=dict)
+    body: dict[str, Any] = field(default_factory=dict)
+    symbols_param: str = "symbols"
+    start_param: str = "start_time"
+    end_param: str = "end_time"
+
+
+@dataclass(frozen=True)
+class CustomSourceConfig:
+    name: str
+    display_name: str
+    auth: AuthConfig = field(default_factory=AuthConfig)
+    datasets: dict[str, DatasetConfig] = field(default_factory=dict)
+    path: Path | None = None
+
+    def has_dataset(self, name: DatasetName) -> bool:
+        return name in self.datasets
+
+
+def _auth_from_dict(raw: dict[str, Any] | None) -> AuthConfig:
+    raw = raw or {}
+    return AuthConfig(
+        type=str(raw.get("type", "none") or "none").lower(),
+        token_env=raw.get("token_env"),
+        header=str(raw.get("header", "Authorization") or "Authorization"),
+        param=str(raw.get("param", "token") or "token"),
+    )
+
+
+def _dataset_from_dict(raw: dict[str, Any]) -> DatasetConfig:
+    return DatasetConfig(
+        url=str(raw.get("url", "") or ""),
+        method=str(raw.get("method", "GET") or "GET").upper(),
+        batch=int(raw["batch"]) if raw.get("batch") is not None else None,
+        rpm=int(raw["rpm"]) if raw.get("rpm") is not None else None,
+        timeout=float(raw.get("timeout", 30.0) or 30.0),
+        response_path=str(raw.get("response_path", "") or ""),
+        field_map={str(k): str(v) for k, v in (raw.get("field_map") or {}).items()},
+        transforms={str(k): str(v) for k, v in (raw.get("transforms") or {}).items()},
+        params=dict(raw.get("params") or {}),
+        body=dict(raw.get("body") or {}),
+        symbols_param=str(raw.get("symbols_param", "symbols") or "symbols"),
+        start_param=str(raw.get("start_param", "start_time") or "start_time"),
+        end_param=str(raw.get("end_param", "end_time") or "end_time"),
+    )
+
+
+def load_config(path: Path) -> CustomSourceConfig:
+    raw = yaml.safe_load(path.read_text(encoding="utf-8")) or {}
+    datasets = {
+        name: _dataset_from_dict(cfg)
+        for name, cfg in (raw.get("datasets") or {}).items()
+        if name in {"daily", "adj_factor", "realtime", "minute", "financial"} and isinstance(cfg, dict)
+    }
+    name = str(raw.get("name", path.stem) or path.stem).lower()
+    return CustomSourceConfig(
+        name=name,
+        display_name=str(raw.get("display_name", name) or name),
+        auth=_auth_from_dict(raw.get("auth")),
+        datasets=datasets,
+        path=path,
+    )

backend/app/data_providers/custom/loader.py

@@ -0,0 +1,228 @@
+"""Load custom data source definitions from user data files."""
+from __future__ import annotations
+
+import logging
+import re
+from pathlib import Path
+
+import yaml
+
+from app.config import settings
+from app.data_providers.custom.config import CustomSourceConfig, load_config
+from app.data_providers.custom.provider import GenericHTTPProvider
+
+logger = logging.getLogger(__name__)
+
+_PROVIDERS: dict[str, GenericHTTPProvider] = {}
+_LOAD_ERRORS: list[dict] = []
+
+_NAME_RE = re.compile(r"^[a-z0-9_]+$")
+
+
+def data_sources_dir() -> Path:
+    return settings.data_dir / "data_sources"
+
+
+def load_all(path: Path | None = None) -> None:
+    """Load all custom provider YAML files into process memory."""
+    global _PROVIDERS, _LOAD_ERRORS
+    for provider in _PROVIDERS.values():
+        provider.close()
+    _PROVIDERS = {}
+    _LOAD_ERRORS = []
+
+    base = path or data_sources_dir()
+    base.mkdir(parents=True, exist_ok=True)
+    for file in sorted([*base.glob("*.yaml"), *base.glob("*.yml")]):
+        try:
+            config = load_config(file)
+            provider = GenericHTTPProvider(config)
+            errors = provider.validate()
+            if errors:
+                _LOAD_ERRORS.append({"path": str(file), "name": config.name, "errors": errors})
+                provider.close()
+                continue
+            _PROVIDERS[config.name] = provider
+        except Exception as e:  # noqa: BLE001
+            logger.warning("custom data source load failed %s: %s", file, e)
+            _LOAD_ERRORS.append({"path": str(file), "errors": [str(e)]})
+
+
+def list_sources() -> list[dict]:
+    return [
+        {
+            "name": provider.name,
+            "display_name": provider.config.display_name,
+            "datasets": sorted(provider.config.datasets.keys()),
+            "path": str(provider.config.path) if provider.config.path else None,
+        }
+        for provider in _PROVIDERS.values()
+    ]
+
+
+def names() -> set[str]:
+    return set(_PROVIDERS)
+
+
+def errors() -> list[dict]:
+    return list(_LOAD_ERRORS)
+
+
+def get_provider(name: str) -> GenericHTTPProvider:
+    provider = _PROVIDERS.get((name or "").lower())
+    if provider is None:
+        raise ValueError(f"Custom data source not found or invalid: {name}")
+    return provider
+
+
+def is_custom_provider(name: str) -> bool:
+    return (name or "").lower() in _PROVIDERS
+
+
+def provider_has_dataset(name: str, dataset: str) -> bool:
+    """判断某个 custom 源是否配置了指定数据集。
+
+    用于主流程分流: 总开关选了 custom, 但某个数据集未启用时, 该数据集回退 TickFlow。
+    """
+    provider = _PROVIDERS.get((name or "").lower())
+    if provider is None:
+        return False
+    return dataset in provider.config.datasets
+
+
+def get_config_dict(name: str) -> dict | None:
+    """读取一个已加载 custom 源的原始配置 dict(用于前端编辑回填)。"""
+    provider = _PROVIDERS.get((name or "").lower())
+    if provider is None:
+        return None
+    return _config_to_dict(provider.config)
+
+
+def _config_to_dict(config: CustomSourceConfig) -> dict:
+    auth = config.auth
+    out: dict = {
+        "name": config.name,
+        "display_name": config.display_name,
+        "auth": {
+            "type": auth.type,
+            **({"token_env": auth.token_env} if auth.token_env else {}),
+            **({"header": auth.header} if auth.type in {"bearer", "header"} and auth.header != "Authorization" else {}),
+            **({"param": auth.param} if auth.type == "query" and auth.param != "token" else {}),
+        },
+        "datasets": {},
+    }
+    for ds_name, ds in config.datasets.items():
+        out["datasets"][ds_name] = {
+            "url": ds.url,
+            "method": ds.method,
+            **({"batch": ds.batch} if ds.batch is not None else {}),
+            **({"rpm": ds.rpm} if ds.rpm is not None else {}),
+            "response_path": ds.response_path,
+            "field_map": dict(ds.field_map),
+            **({"transforms": dict(ds.transforms)} if ds.transforms else {}),
+            "symbols_param": ds.symbols_param,
+            "start_param": ds.start_param,
+            "end_param": ds.end_param,
+        }
+    return out
+
+
+def save_config(name: str, config: dict) -> Path:
+    """把一份配置 dict 写成 data/data_sources/{name}.yaml, 返回写入路径。"""
+    if not _NAME_RE.match(name or ""):
+        raise ValueError(f"invalid data source name: {name!r} (only lowercase a-z 0-9 _ allowed)")
+    base = data_sources_dir()
+    base.mkdir(parents=True, exist_ok=True)
+    path = (base / f"{name}.yaml").resolve()
+    if not path.is_relative_to(base.resolve()):
+        raise ValueError("invalid data source name: path escape detected")
+    cleaned = _sanitize_for_yaml(config)
+    path.write_text(yaml.safe_dump(cleaned, allow_unicode=True, sort_keys=False), encoding="utf-8")
+    return path
+
+
+def delete_config(name: str) -> bool:
+    """删除 data/data_sources/{name}.yaml。返回是否真的删除了。"""
+    if not _NAME_RE.match(name or ""):
+        raise ValueError(f"invalid data source name: {name!r}")
+    base = data_sources_dir().resolve()
+    path = (base / f"{name}.yaml").resolve()
+    if not path.is_relative_to(base):
+        raise ValueError("invalid data source name: path escape detected")
+    if not path.exists():
+        return False
+    path.unlink()
+    return True
+
+
+def _sanitize_for_yaml(config: dict) -> dict:
+    """剔除前端可能塞进来的空值/未启用数据集, 保证写入的 yaml 干净。"""
+    out: dict = {
+        "name": str(config.get("name", "")).lower(),
+        "display_name": str(config.get("display_name") or config.get("name", "")),
+    }
+    auth_raw = config.get("auth") or {}
+    auth_type = str(auth_raw.get("type", "none") or "none").lower()
+    auth: dict = {"type": auth_type}
+    if auth_type != "none" and auth_raw.get("token_env"):
+        auth["token_env"] = str(auth_raw["token_env"])
+        if auth_type in {"bearer", "header"} and auth_raw.get("header"):
+            auth["header"] = str(auth_raw["header"])
+        if auth_type == "query" and auth_raw.get("param"):
+            auth["param"] = str(auth_raw["param"])
+    out["auth"] = auth
+
+    datasets_out: dict = {}
+    for ds_name, ds_cfg in (config.get("datasets") or {}).items():
+        if ds_name not in {"daily", "adj_factor", "realtime", "minute", "financial"}:
+            continue
+        if not isinstance(ds_cfg, dict):
+            continue
+        ds = _sanitize_dataset(ds_cfg)
+        if ds:
+            datasets_out[ds_name] = ds
+    out["datasets"] = datasets_out
+    return out
+
+
+def _sanitize_dataset(ds_cfg: dict) -> dict:
+    out: dict = {}
+    url = str(ds_cfg.get("url", "") or "").strip()
+    if not url:
+        return out
+    out["url"] = url
+    method = str(ds_cfg.get("method", "GET") or "GET").upper()
+    out["method"] = method
+    if ds_cfg.get("batch") is not None:
+        try:
+            out["batch"] = int(ds_cfg["batch"])
+        except (TypeError, ValueError):
+            pass
+    if ds_cfg.get("rpm") is not None:
+        try:
+            out["rpm"] = int(ds_cfg["rpm"])
+        except (TypeError, ValueError):
+            pass
+    out["response_path"] = str(ds_cfg.get("response_path", "") or "")
+    field_map = {
+        str(k): str(v)
+        for k, v in (ds_cfg.get("field_map") or {}).items()
+        if str(k).strip() and str(v).strip()
+    }
+    if field_map:
+        out["field_map"] = field_map
+    transforms = {
+        str(k): str(v)
+        for k, v in (ds_cfg.get("transforms") or {}).items()
+        if str(k).strip() and str(v).strip()
+    }
+    if transforms:
+        out["transforms"] = transforms
+    if ds_cfg.get("symbols_param"):
+        out["symbols_param"] = str(ds_cfg["symbols_param"])
+    if ds_cfg.get("start_param"):
+        out["start_param"] = str(ds_cfg["start_param"])
+    if ds_cfg.get("end_param"):
+        out["end_param"] = str(ds_cfg["end_param"])
+    return out
+

backend/app/data_providers/custom/mapper.py

@@ -0,0 +1,81 @@
+"""Mapping helpers for custom data sources."""
+from __future__ import annotations
+
+from datetime import datetime
+from typing import Any
+
+import polars as pl
+
+
+def extract_rows(payload: Any, response_path: str = "") -> list[dict]:
+    """Extract a list of row dicts from a JSON payload using dot-path lookup."""
+    data = payload
+    if response_path:
+        for part in response_path.split("."):
+            if not part:
+                continue
+            if isinstance(data, dict):
+                data = data.get(part)
+            else:
+                data = None
+                break
+    if data is None:
+        return []
+    if isinstance(data, dict):
+        return [data]
+    if isinstance(data, list):
+        return [item for item in data if isinstance(item, dict)]
+    return []
+
+
+def map_rows(rows: list[dict], field_map: dict[str, str]) -> pl.DataFrame:
+    if not rows:
+        return pl.DataFrame()
+    df = pl.DataFrame(rows)
+    rename = {src: dst for src, dst in field_map.items() if src in df.columns and src != dst}
+    if rename:
+        df = df.rename(rename)
+    keep = list(dict.fromkeys(field_map.values()))
+    keep = [col for col in keep if col in df.columns]
+    return df.select(keep) if keep else pl.DataFrame()
+
+
+def apply_transforms(df: pl.DataFrame, transforms: dict[str, str]) -> pl.DataFrame:
+    """Apply a small safe transform set. No eval is used."""
+    if df.is_empty() or not transforms:
+        return df
+    out = df
+    for col, expr in transforms.items():
+        if col not in out.columns:
+            continue
+        text = expr.strip()
+        if text == "value * 100":
+            out = out.with_columns((pl.col(col).cast(pl.Float64, strict=False) * 100).alias(col))
+        elif text == "value / 100":
+            out = out.with_columns((pl.col(col).cast(pl.Float64, strict=False) / 100).alias(col))
+        elif text == "value / 10000":
+            out = out.with_columns((pl.col(col).cast(pl.Float64, strict=False) / 10000).alias(col))
+        elif text.startswith("parse_date("):
+            fmt = _extract_format(text) or "%Y-%m-%d"
+            out = out.with_columns(
+                pl.col(col).cast(pl.Utf8, strict=False).str.strptime(pl.Date, format=fmt, strict=False).alias(col)
+            )
+        elif text.startswith("parse_datetime("):
+            fmt = _extract_format(text) or "%Y-%m-%d %H:%M:%S"
+            out = out.with_columns(
+                pl.col(col).cast(pl.Utf8, strict=False).str.strptime(pl.Datetime, format=fmt, strict=False).alias(col)
+            )
+    return out
+
+
+def _extract_format(expr: str) -> str | None:
+    for quote in ("'", '"'):
+        if quote in expr:
+            parts = expr.split(quote)
+            if len(parts) >= 3:
+                return parts[1]
+    return None
+
+
+def datetime_payload(value: datetime | None) -> str | None:
+    return value.isoformat() if value else None

backend/app/data_providers/custom/provider.py

@@ -0,0 +1,272 @@
+"""Generic HTTP provider for custom market data sources."""
+from __future__ import annotations
+
+import logging
+import os
+from datetime import datetime
+from pathlib import Path
+from typing import Any
+
+import httpx
+import polars as pl
+
+from app.config import settings
+from app.data_providers.custom.config import CustomSourceConfig, DatasetConfig
+from app.data_providers.custom.mapper import apply_transforms, datetime_payload, extract_rows, map_rows
+from app.data_providers.normalizer import normalize_adj_factors, normalize_daily
+from app.tickflow.rate_limits import chunked, sleep_between_batches
+
+logger = logging.getLogger(__name__)
+
+_REQUIRED = {
+    "daily": {"symbol", "date", "open", "high", "low", "close", "volume", "amount"},
+    "adj_factor": {"symbol", "trade_date", "ex_factor"},
+    "realtime": {"symbol", "last_price", "prev_close", "open", "high", "low", "volume"},
+    "minute": {"symbol", "datetime", "open", "high", "low", "close", "volume", "amount"},
+    # financial 字段由数据源决定, 只要求能映射出 symbol
+    "financial": {"symbol"},
+}
+
+
+class GenericHTTPProvider:
+    """HTTP-backed custom source. It only handles fetching and schema mapping."""
+
+    def __init__(self, config: CustomSourceConfig) -> None:
+        self.config = config
+        self.name = config.name
+        self._client = httpx.Client(timeout=30.0)
+
+    def close(self) -> None:
+        self._client.close()
+
+    def validate(self) -> list[str]:
+        errors: list[str] = []
+        for dataset, cfg in self.config.datasets.items():
+            if not cfg.url:
+                errors.append(f"{dataset}: url is required")
+            required = _REQUIRED.get(dataset)
+            if required:
+                mapped = set(cfg.field_map.values())
+                missing = sorted(required - mapped)
+                if missing:
+                    errors.append(f"{dataset}: missing mapped fields: {', '.join(missing)}")
+        return errors
+
+    def get_daily(
+        self,
+        symbols: list[str],
+        start_time: datetime | None,
+        end_time: datetime | None,
+        asset_type: str = "stock",  # noqa: ARG002
+        on_chunk_done=None,
+    ) -> pl.DataFrame:
+        cfg = self._dataset("daily")
+        frames: list[pl.DataFrame] = []
+        chunks = chunked(symbols, cfg.batch)
+        for i, chunk in enumerate(chunks):
+            sleep_between_batches(i, cfg.rpm)
+            rows = self._request_rows(cfg, symbols=chunk, start_time=start_time, end_time=end_time)
+            df = self._mapped_frame(cfg, rows)
+            df = normalize_daily(df, source=self.name)
+            if not df.is_empty():
+                frames.append(df)
+            if on_chunk_done:
+                on_chunk_done(i + 1, len(chunks))
+        return pl.concat(frames, how="diagonal_relaxed") if frames else pl.DataFrame()
+
+    def get_adj_factors(
+        self,
+        symbols: list[str],
+        start_time: datetime | None,
+        end_time: datetime | None,
+        asset_type: str = "stock",  # noqa: ARG002
+        on_chunk_done=None,
+    ) -> pl.DataFrame:
+        cfg = self._dataset("adj_factor")
+        frames: list[pl.DataFrame] = []
+        chunks = chunked(symbols, cfg.batch)
+        for i, chunk in enumerate(chunks):
+            sleep_between_batches(i, cfg.rpm)
+            rows = self._request_rows(cfg, symbols=chunk, start_time=start_time, end_time=end_time)
+            df = self._mapped_frame(cfg, rows)
+            df = normalize_adj_factors(df, source=self.name)
+            if not df.is_empty():
+                frames.append(df)
+            if on_chunk_done:
+                on_chunk_done(i + 1, len(chunks))
+        return pl.concat(frames, how="diagonal_relaxed") if frames else pl.DataFrame()
+
+    def get_realtime(self) -> list[dict]:
+        cfg = self._dataset("realtime")
+        rows = self._request_rows(cfg)
+        df = self._mapped_frame(cfg, rows)
+        if df.is_empty():
+            return []
+        return df.to_dicts()
+
+    def get_minute(
+        self,
+        symbols: list[str],
+        start_time: datetime | None,
+        end_time: datetime | None,
+        asset_type: str = "stock",  # noqa: ARG002
+        on_chunk_done=None,
+    ) -> pl.DataFrame:
+        cfg = self._dataset("minute")
+        frames: list[pl.DataFrame] = []
+        chunks = chunked(symbols, cfg.batch)
+        for i, chunk in enumerate(chunks):
+            sleep_between_batches(i, cfg.rpm)
+            rows = self._request_rows(cfg, symbols=chunk, start_time=start_time, end_time=end_time)
+            df = self._mapped_frame(cfg, rows)
+            df = self._normalize_minute(df)
+            if not df.is_empty():
+                frames.append(df)
+            if on_chunk_done:
+                on_chunk_done(i + 1, len(chunks))
+        return pl.concat(frames, how="diagonal_relaxed") if frames else pl.DataFrame()
+
+    def get_financials(
+        self,
+        table: str,
+        symbols: list[str],
+        latest_only: bool = True,  # noqa: ARG002
+    ) -> pl.DataFrame:
+        """拉取财务数据。table ∈ {metrics, income, balance_sheet, cash_flow}。
+
+        custom 源用一个 'financial' dataset 配置覆盖 4 张表; 请求时把 table 作为参数传给上游,
+        上游根据 table 返回对应数据。字段由数据源决定, 这里只确保有 symbol 列。
+        """
+        cfg = self._dataset("financial")
+        frames: list[pl.DataFrame] = []
+        chunks = chunked(symbols, cfg.batch)
+        for i, chunk in enumerate(chunks):
+            sleep_between_batches(i, cfg.rpm)
+            # 把 table 注入到请求参数 (上游据此区分 4 张表)
+            extra_params = {**cfg.params, "table": table}
+            extra_body = {**cfg.body, "table": table}
+            rows = self._request_rows(
+                cfg, symbols=chunk,
+                override_params=extra_params, override_body=extra_body,
+            )
+            df = self._mapped_frame(cfg, rows)
+            if not df.is_empty():
+                frames.append(df)
+        if not frames:
+            return pl.DataFrame()
+        return pl.concat(frames, how="diagonal_relaxed")
+
+    @staticmethod
+    def _normalize_minute(df: pl.DataFrame) -> pl.DataFrame:
+        """把映射后的 df 规范成 minute canonical 列。"""
+        if df.is_empty():
+            return df
+        if "datetime" in df.columns and df.schema["datetime"] != pl.Datetime("us"):
+            df = df.with_columns(pl.col("datetime").cast(pl.Datetime("us"), strict=False))
+        for col in ("open", "high", "low", "close", "volume", "amount"):
+            if col in df.columns:
+                df = df.with_columns(pl.col(col).cast(pl.Float64, strict=False))
+        keep = [c for c in ("symbol", "datetime", "open", "high", "low", "close", "volume", "amount") if c in df.columns]
+        return df.select(keep) if keep else pl.DataFrame()
+
+    def test_dataset(self, dataset: str, symbols: list[str] | None = None) -> dict:
+        cfg = self._dataset(dataset)
+        rows = self._request_rows(cfg, symbols=symbols or [])
+        df = self._mapped_frame(cfg, rows)
+        return {
+            "provider": self.name,
+            "dataset": dataset,
+            "rows": len(rows),
+            "columns": df.columns,
+            "preview": df.head(5).to_dicts() if not df.is_empty() else [],
+        }
+
+    def _dataset(self, name: str) -> DatasetConfig:
+        cfg = self.config.datasets.get(name)
+        if not cfg:
+            raise ValueError(f"Custom data source '{self.name}' does not configure dataset '{name}'")
+        return cfg
+
+    def _mapped_frame(self, cfg: DatasetConfig, rows: list[dict]) -> pl.DataFrame:
+        df = map_rows(rows, cfg.field_map)
+        return apply_transforms(df, cfg.transforms)
+
+    def _request_rows(
+        self,
+        cfg: DatasetConfig,
+        *,
+        symbols: list[str] | None = None,
+        start_time: datetime | None = None,
+        end_time: datetime | None = None,
+        override_params: dict[str, Any] | None = None,
+        override_body: dict[str, Any] | None = None,
+    ) -> list[dict]:
+        headers, auth_params = self._auth_parts()
+        params = dict(cfg.params)
+        params.update(auth_params)
+        if override_params:
+            params.update(override_params)
+        body = dict(cfg.body)
+        if override_body:
+            body.update(override_body)
+        if symbols:
+            body[cfg.symbols_param] = symbols
+            params.setdefault(cfg.symbols_param, ",".join(symbols))
+        start_value = datetime_payload(start_time)
+        end_value = datetime_payload(end_time)
+        if start_value:
+            body[cfg.start_param] = start_value
+            params.setdefault(cfg.start_param, start_value)
+        if end_value:
+            body[cfg.end_param] = end_value
+            params.setdefault(cfg.end_param, end_value)
+
+        method = cfg.method.upper()
+        request_kwargs: dict[str, Any] = {"headers": headers, "timeout": cfg.timeout}
+        if method == "GET":
+            request_kwargs["params"] = params
+        else:
+            request_kwargs["params"] = auth_params
+            request_kwargs["json"] = body
+        resp = self._client.request(method, cfg.url, **request_kwargs)
+        resp.raise_for_status()
+        return extract_rows(resp.json(), cfg.response_path)
+
+    def _auth_parts(self) -> tuple[dict[str, str], dict[str, str]]:
+        auth = self.config.auth
+        if auth.type == "none":
+            return {}, {}
+        token = _token_from_env(auth.token_env) if auth.token_env else None
+        if not token:
+            logger.warning("custom data source %s auth token is not set", self.name)
+            return {}, {}
+        if auth.type == "bearer":
+            return {auth.header: f"Bearer {token}"}, {}
+        if auth.type == "header":
+            return {auth.header: token}, {}
+        if auth.type == "query":
+            return {}, {auth.param: token}
+        return {}, {}
+
+
+def _token_from_env(name: str | None) -> str | None:
+    if not name:
+        return None
+    token = os.getenv(name)
+    if token:
+        return token
+    candidates = [settings.data_dir.parent / ".env", Path.cwd() / ".env", Path.cwd().parent / ".env"]
+    env_path = next((path for path in candidates if path.exists()), None)
+    if env_path is None:
+        return None
+    try:
+        for line in env_path.read_text(encoding="utf-8").splitlines():
+            text = line.strip()
+            if not text or text.startswith("#") or "=" not in text:
+                continue
+            key, value = text.split("=", 1)
+            if key.strip() == name:
+                return value.strip().strip('"').strip("'")
+    except Exception:  # noqa: BLE001
+        return None
+    return None

backend/app/jobs/daily_pipeline.py

@@ -119,7 +119,7 @@ def run_now(
     if not pull_a_share:
         emit("sync_daily", 45, "已跳过 A 股日K同步(拉取内容未勾选)")
         logger.info("sync_daily: skipped (pipeline_pull_a_share=False)")
-    elif today_exists and capset.has(Cap.QUOTE_POOL):
+    elif today_exists and capset.has(Cap.QUOTE_POOL) and _prefs.get_daily_data_provider() == "tickflow":
         # 付费档:今天有数据(QuoteService 已落盘)→ 实时行情覆写,确保最新。
         # free/none 档无 quote.pool 能力,即便今天已有数据(如从 expert 降级),
         # 也降级到下方 batch 路径刷新,避免调用无权限的实时行情接口。
@@ -179,7 +179,11 @@ def run_now(
     #     (这两类分支不拉历史日K, 除权不能用日K范围, 只能兜底最近几日)
     written_adj = 0
     affected_symbols: list[str] = []
-    if capset.has(Cap.ADJ_FACTOR):
+    adj_provider = _prefs.get_adj_factor_provider()
+    if adj_provider == "same_as_daily":
+        adj_provider = _prefs.get_daily_data_provider()
+    can_sync_adj = capset.has(Cap.ADJ_FACTOR) or adj_provider != "tickflow"
+    if can_sync_adj:
         from datetime import datetime, timedelta
         adj_end = datetime.now()
         if daily_range_start is not None:

backend/app/main.py

@@ -60,6 +60,14 @@ async def lifespan(app: FastAPI):
     app.state.capabilities = capset
     logger.info("ready; %d capabilities active", len(capset.all()))
 
+    # 自定义数据源配置(可选): 失败只记录错误, 不影响 TickFlow 基准路径。
+    try:
+        from app.data_providers import custom as custom_sources
+        custom_sources.load_all()
+        logger.info("custom data sources loaded: %d", len(custom_sources.list_sources()))
+    except Exception as e:  # noqa: BLE001
+        logger.warning("custom data sources init failed: %s", e)
+
     # 全局行情服务
     qs = QuoteService()
     app.state.quote_service = qs

backend/app/services/depth_service.py

@@ -31,6 +31,9 @@ from pathlib import Path
 
 import polars as pl
 
+from app.tickflow.capabilities import Cap
+from app.tickflow.rate_limits import chunked, resolve_limit, sleep_between_batches
+
 logger = logging.getLogger(__name__)
 
 
@@ -269,17 +272,12 @@ class DepthService:
         tf = get_client()
 
         capset = self._get_capset()
-        lim = capset.limits(__import__("app.tickflow.capabilities", fromlist=["Cap"]).Cap.DEPTH5_BATCH)
-        batch_size = (lim.batch if lim and lim.batch else 100)
-        rpm = (lim.rpm if lim and lim.rpm else 30)
-        # 批间隔 = 60/rpm(匀速)
-        inter_batch = 60.0 / rpm if rpm > 0 else 2.0
+        limit = resolve_limit(capset, Cap.DEPTH5_BATCH, default_batch=100, default_rpm=30)
 
         result: dict = {}
-        chunks = [symbols[i:i + batch_size] for i in range(0, len(symbols), batch_size)]
+        chunks = chunked(symbols, limit.batch)
         for i, chunk in enumerate(chunks):
-            if i > 0:
-                time.sleep(inter_batch)
+            sleep_between_batches(i, limit.rpm, default_interval=2.0)
             try:
                 # SDK 的 batch 内部已按 batch_size 切, 这里再切一层防单请求过大
                 data = tf.depth.batch(chunk)
@@ -529,7 +527,7 @@ class DepthService:
     # ================================================================
 
     def _notify_takeover(self, n_stocks: int, user_interval: float, actual_interval: float) -> None:
-        """系统接管通知: 复用 quote_service 的 _pending_alerts 通道。"""
+        """系统接管通知: 通过 quote_service 广播到所有 SSE 订阅者。"""
         if not self._app_state:
             return
         qs = getattr(self._app_state, "quote_service", None)
@@ -543,9 +541,7 @@ class DepthService:
             "message": msg,
         }
         try:
-            with qs._lock:
-                qs._pending_alerts.append(alert)
-            qs._alert_event.set()
+            qs.push_alerts([alert])
         except Exception as e:  # noqa: BLE001
             logger.debug("depth 接管通知推送失败: %s", e)
 

backend/app/services/extend_history.py

@@ -165,7 +165,12 @@ def run_extend_history(
     adj_start_str = new_start.strftime("%Y-%m-%d")
     adj_end_str = today.strftime("%Y-%m-%d")
 
-    if capset.has(Cap.ADJ_FACTOR):
+    from app.services import preferences as _prefs
+    adj_provider = _prefs.get_adj_factor_provider()
+    if adj_provider == "same_as_daily":
+        adj_provider = _prefs.get_daily_data_provider()
+    can_sync_adj = capset.has(Cap.ADJ_FACTOR) or adj_provider != "tickflow"
+    if can_sync_adj:
         emit("extend_history", 48, f"获取除权因子 [{adj_start_str} ~ {adj_end_str}]…")
         logger.info("extend_history: adj_factor [%s ~ %s]", adj_start_str, adj_end_str)
 

backend/app/services/financial_sync.py

@@ -42,6 +42,16 @@ def _get_symbols(data_dir: Path) -> list[str]:
         return []
 
 
+def _financial_is_custom() -> bool:
+    """当前财务数据源是否走 custom (用于绕过 TickFlow Expert 套餐门槛)。"""
+    from app.services import preferences
+    provider = preferences.get_financial_provider()
+    if provider == "tickflow":
+        return False
+    from app.data_providers import custom as custom_sources
+    return custom_sources.provider_has_dataset(provider, "financial")
+
+
 def _sync_table(
     table: str,
     symbols: list[str],
@@ -50,13 +60,28 @@ def _sync_table(
     latest_only: bool = True,
 ) -> int:
     """同步单张财务表。返回写入的行数。"""
-    if not capset.has(Cap.FINANCIAL):
+    is_custom = _financial_is_custom()
+    if not is_custom and not capset.has(Cap.FINANCIAL):
         logger.info("sync_%s skipped: no FINANCIAL capability", table)
         return 0
     if not symbols:
         logger.warning("sync_%s skipped: no symbols", table)
         return 0
 
+    # 自定义数据源分流
+    if is_custom:
+        from app.services import preferences
+        from app.data_providers import custom as custom_sources
+        provider = custom_sources.get_provider(preferences.get_financial_provider())
+        df = provider.get_financials(table, symbols, latest_only=latest_only)
+        if df.is_empty() or "symbol" not in df.columns:
+            return 0
+        out_dir = data_dir / "financials" / table
+        out_dir.mkdir(parents=True, exist_ok=True)
+        df.write_parquet(out_dir / "part.parquet")
+        logger.info("sync_%s done via custom: %d records written", table, len(df))
+        return len(df)
+
     from app.tickflow.client import get_client
     tf = get_client()
 
@@ -347,7 +372,7 @@ class FinancialScheduler:
         用 _is_syncing 标志防并发:若已有同步在进行,本次直接跳过,
         避免重复请求拖慢服务端 / 触发上游限流。
         """
-        if not self._capset or not self._capset.has(Cap.FINANCIAL):
+        if not self._capset or (not self._capset.has(Cap.FINANCIAL) and not _financial_is_custom()):
             return {}
         with self._lock:
             if self._is_syncing:
@@ -372,7 +397,7 @@ class FinancialScheduler:
         /status 已能看到 syncing=True,无竞态窗口;同时防止快速重复点击
         启动多个后台线程。后台线程复用 _run_body 执行真正的同步逻辑。
         """
-        if not self._capset or not self._capset.has(Cap.FINANCIAL):
+        if not self._capset or (not self._capset.has(Cap.FINANCIAL) and not _financial_is_custom()):
             return {"started": False, "reason": "no FINANCIAL capability"}
         with self._lock:
             if self._is_syncing:

backend/app/services/index_sync.py

@@ -17,6 +17,7 @@ from app.indicators.pipeline import compute_enriched
 from app.services import kline_sync, preferences
 from app.tickflow.capabilities import Cap, CapabilitySet
 from app.tickflow.client import get_client
+from app.tickflow.rate_limits import chunked, min_batch, resolve_limit, sleep_between_batches
 from app.tickflow.repository import KlineRepository
 
 logger = logging.getLogger(__name__)
@@ -220,22 +221,16 @@ def sync_and_persist_index_daily(
         if instruments.is_empty() or "symbol" not in instruments.columns:
             return 0
         symbols = sorted(set(instruments["symbol"].to_list()))
-    lim = capset.limits(Cap.KLINE_DAILY_BATCH)
-    batch_size = preferences.get_index_daily_batch_size()
-    if lim and lim.batch:
-        batch_size = min(batch_size, lim.batch)
-    rpm = lim.rpm if lim else None
+    limit = resolve_limit(capset, Cap.KLINE_DAILY_BATCH)
+    batch_size = min_batch(preferences.get_index_daily_batch_size(), limit)
 
     end_time = end_date or datetime.now()
     start_time = start_date or (end_time - timedelta(days=365))
 
     total_rows = 0
-    interval = (60.0 / rpm) if rpm else 0
-    chunks = [symbols[i:i + batch_size] for i in range(0, len(symbols), batch_size)]
+    chunks = chunked(symbols, batch_size)
     for i, chunk in enumerate(chunks):
-        if i > 0 and interval > 0:
-            import time
-            time.sleep(interval)
+        sleep_between_batches(i, limit.rpm)
         raw = kline_sync.sync_daily_batch(
             chunk,
             count=count,
@@ -318,23 +313,17 @@ def sync_and_persist_etf_daily(
     if not symbols:
         return 0
 
-    lim = capset.limits(Cap.KLINE_DAILY_BATCH)
-    batch_size = preferences.get_index_daily_batch_size()
-    if lim and lim.batch:
-        batch_size = min(batch_size, lim.batch)
-    rpm = lim.rpm if lim else None
+    limit = resolve_limit(capset, Cap.KLINE_DAILY_BATCH)
+    batch_size = min_batch(preferences.get_index_daily_batch_size(), limit)
 
     end_time = end_date or datetime.now()
     start_time = start_date or (end_time - timedelta(days=365))
 
     total_rows = 0
-    interval = (60.0 / rpm) if rpm else 0
-    chunks = [symbols[i:i + batch_size] for i in range(0, len(symbols), batch_size)]
+    chunks = chunked(symbols, batch_size)
     factors = _load_etf_factors(repo)
     for i, chunk in enumerate(chunks):
-        if i > 0 and interval > 0:
-            import time
-            time.sleep(interval)
+        sleep_between_batches(i, limit.rpm)
         raw = kline_sync.sync_daily_batch(
             chunk,
             count=count,

backend/app/services/kline_sync.py

@@ -8,15 +8,16 @@
 from __future__ import annotations
 
 import logging
-import time
 from collections.abc import Callable
 from datetime import datetime, timedelta
 
 import polars as pl
 
 from app.indicators.pipeline import filter_halt_days
+from app.services import preferences
 from app.tickflow.capabilities import Cap, CapabilitySet
 from app.tickflow.client import get_client
+from app.tickflow.rate_limits import chunked, resolve_limit, sleep_between_batches
 from app.tickflow.repository import KlineRepository
 
 logger = logging.getLogger(__name__)
@@ -84,16 +85,10 @@ def sync_daily_batch(symbols: list[str],
     """
     tf = get_client()
     out: list[pl.DataFrame] = []
-    interval = (60.0 / rpm) if rpm else 0
-
-    if batch_size is None:
-        chunks = [symbols]
-    else:
-        chunks = [symbols[i:i + batch_size] for i in range(0, len(symbols), batch_size)]
+    chunks = chunked(symbols, batch_size)
 
     for i, chunk in enumerate(chunks):
-        if i > 0 and interval > 0:
-            time.sleep(interval)
+        sleep_between_batches(i, rpm)
         try:
             if start_time and end_time:
                 raw = tf.klines.batch(
@@ -141,18 +136,47 @@ def sync_and_persist_daily_batch(
     start_date/end_date: 外部传入的时间范围(由 pipeline 根据已有数据计算)。
     未传入时默认拉最近 1 年。
     """
-    if not symbols or not capset.has(Cap.KLINE_DAILY_BATCH):
+    if not symbols:
         return 0
 
-    lim = capset.limits(Cap.KLINE_DAILY_BATCH)
-    batch_size = lim.batch if lim and lim.batch else 100
-    rpm = lim.rpm if lim else None
+    provider_name = preferences.get_daily_data_provider()
+    if provider_name != "tickflow":
+        from app.data_providers import custom as custom_sources
+        if custom_sources.provider_has_dataset(provider_name, "daily"):
+            provider = custom_sources.get_provider(provider_name)
+            end_time = end_date or datetime.now()
+            days = count or 365
+            start_time = start_date or (end_time - timedelta(days=days))
+            df = provider.get_daily(
+                symbols,
+                start_time=start_time,
+                end_time=end_time,
+                on_chunk_done=on_chunk_done,
+            )
+            if df.is_empty():
+                return 0
+            repo.append_daily(df)
+            try:
+                d = repo.store.data_dir.as_posix()
+                repo.db.execute(
+                    f"""CREATE OR REPLACE VIEW kline_daily AS
+                        SELECT * FROM read_parquet('{d}/kline_daily/**/*.parquet', union_by_name=true)"""
+                )
+            except Exception as e:  # noqa: BLE001
+                logger.warning("refresh view failed: %s", e)
+            return df.height
+        # 自定义源未配置 daily → 回退 TickFlow
+
+    if not capset.has(Cap.KLINE_DAILY_BATCH):
+        return 0
+
+    limit = resolve_limit(capset, Cap.KLINE_DAILY_BATCH, default_batch=100)
 
     end_time = end_date or datetime.now()
     start_time = start_date or (end_time - timedelta(days=365))
 
     df = sync_daily_batch(
-        symbols, count=count, batch_size=batch_size, rpm=rpm,
+        symbols, count=count, batch_size=limit.batch, rpm=limit.rpm,
         start_time=start_time, end_time=end_time,
         on_chunk_done=on_chunk_done,
     )
@@ -275,28 +299,65 @@ def sync_adj_factor(symbols: list[str], repo: KlineRepository,
     支持增量: 传 start_time/end_time 只拉取该时间范围内的新除权事件。
     返回 (写入行数, 受影响的 symbol 列表) — 供 enriched 局部重算使用。
     """
-    if not capset.has(Cap.ADJ_FACTOR) or not symbols:
+    if not symbols:
+        return 0, []
+
+    provider_name = preferences.get_adj_factor_provider()
+    if provider_name == "same_as_daily":
+        provider_name = preferences.get_daily_data_provider()
+    if provider_name != "tickflow":
+        from app.data_providers import custom as custom_sources
+        if custom_sources.provider_has_dataset(provider_name, "adj_factor"):
+            provider = custom_sources.get_provider(provider_name)
+            new_data = provider.get_adj_factors(
+                symbols,
+                start_time=start_time,
+                end_time=end_time,
+                asset_type=asset_type,
+                on_chunk_done=on_chunk_done,
+            )
+            if new_data.is_empty():
+                return 0, []
+            affected = new_data["symbol"].unique().to_list()
+            factor_dir = "adj_factor_etf" if asset_type == "etf" else "adj_factor"
+            out = repo.store.data_dir / factor_dir / "all.parquet"
+            out.parent.mkdir(parents=True, exist_ok=True)
+            if out.exists():
+                existing = pl.read_parquet(out)
+                before = existing.height
+                merged = pl.concat([existing, new_data]).unique(
+                    subset=["symbol", "trade_date"], keep="last",
+                ).sort(["symbol", "trade_date"])
+                merged.write_parquet(out)
+                return merged.height - before, affected
+            new_data.sort(["symbol", "trade_date"]).write_parquet(out)
+            return new_data.height, affected
+        # 自定义源未配置 adj_factor → 回退 TickFlow
+
+    if not capset.has(Cap.ADJ_FACTOR):
         return 0, []
 
     tf = get_client()
-    lim = capset.limits(Cap.ADJ_FACTOR)
-    batch_size = lim.batch if lim and lim.batch else 50
-    rpm = lim.rpm if lim else 30
-    interval = 60.0 / rpm if rpm else 0
+    limit = resolve_limit(
+        capset,
+        Cap.ADJ_FACTOR,
+        default_batch=50,
+        default_rpm=30,
+        default_rpm_when_unset=False,
+    )
 
     # 构建 SDK 参数
-    sdk_kwargs: dict = {"as_dataframe": True, "batch_size": batch_size, "show_progress": False}
+    sdk_kwargs: dict = {"as_dataframe": True, "batch_size": limit.batch, "show_progress": False}
     if start_time:
         sdk_kwargs["start_time"] = _datetime_to_ms(start_time)
     if end_time:
         sdk_kwargs["end_time"] = _datetime_to_ms(end_time)
 
-    chunks = [symbols[i:i + batch_size] for i in range(0, len(symbols), batch_size)]
+    chunks = chunked(symbols, limit.batch)
     all_dfs: list[pl.DataFrame] = []
 
     for i, chunk in enumerate(chunks):
-        if i > 0 and interval > 0:
-            time.sleep(interval)
+        sleep_between_batches(i, limit.rpm)
         try:
             raw = tf.klines.ex_factors(chunk, **sdk_kwargs)
             normalized = _normalize_adj_factor(raw)
@@ -417,18 +478,23 @@ def sync_minute_batch(
     count 仅作为 fallback 保留。
     on_chunk_done(current, total) 每个 chunk 完成后回调。
     """
+    # 自定义数据源分流: minute provider
+    provider_name = preferences.get_minute_data_provider()
+    if provider_name != "tickflow":
+        from app.data_providers import custom as custom_sources
+        if custom_sources.provider_has_dataset(provider_name, "minute"):
+            provider = custom_sources.get_provider(provider_name)
+            return provider.get_minute(
+                symbols, start_time=start_time, end_time=end_time, on_chunk_done=on_chunk_done,
+            )
+        # 未配置 minute → 回退 TickFlow
+
     tf = get_client()
     out: list[pl.DataFrame] = []
-    interval = (60.0 / rpm) if rpm else 0
-
-    if batch_size is None:
-        chunks = [symbols]
-    else:
-        chunks = [symbols[i:i + batch_size] for i in range(0, len(symbols), batch_size)]
+    chunks = chunked(symbols, batch_size)
 
     for i, chunk in enumerate(chunks):
-        if i > 0 and interval > 0:
-            time.sleep(interval)
+        sleep_between_batches(i, rpm)
         try:
             if start_time and end_time:
                 raw = tf.klines.batch(
@@ -608,7 +674,14 @@ def sync_and_persist_minute(
     使用 start_time / end_time 区间拉取, 确保所有标的覆盖同一时间段。
     on_chunk_done(current, total) 每个 chunk 完成后回调。
     """
-    if not symbols or not capset.has(Cap.KLINE_MINUTE_BATCH):
+    minute_provider = preferences.get_minute_data_provider()
+    minute_is_custom = False
+    if minute_provider != "tickflow":
+        from app.data_providers import custom as custom_sources
+        minute_is_custom = custom_sources.provider_has_dataset(minute_provider, "minute")
+    if not symbols:
+        return 0
+    if not minute_is_custom and not capset.has(Cap.KLINE_MINUTE_BATCH):
         return 0
 
     # 迁移:旧版 _normalize_minute 未转换 timestamp→datetime,导致全部 datetime 为 null
@@ -628,12 +701,16 @@ def sync_and_persist_minute(
         start_time = now - timedelta(days=days)
     end_time = now
 
-    lim = capset.limits(Cap.KLINE_MINUTE_BATCH)
-    batch_size = lim.batch if lim and lim.batch else 100
-    rpm = lim.rpm if lim else 30
+    limit = resolve_limit(
+        capset,
+        Cap.KLINE_MINUTE_BATCH,
+        default_batch=100,
+        default_rpm=30,
+        default_rpm_when_unset=False,
+    )
 
     df = sync_minute_batch(symbols, start_time=start_time, end_time=end_time,
-                           batch_size=batch_size, rpm=rpm,
+                           batch_size=limit.batch, rpm=limit.rpm,
                            on_chunk_done=on_chunk_done)
     if df.is_empty():
         return 0

backend/app/services/preferences.py

@@ -99,26 +99,39 @@ def get_minute_sync_days() -> int:
 _ALLOWED_DATA_PROVIDERS = {"tickflow"}
 
 
+def _allowed_data_providers() -> set[str]:
+    try:
+        from app.data_providers import custom as custom_sources
+        return _ALLOWED_DATA_PROVIDERS | custom_sources.names()
+    except Exception:  # noqa: BLE001
+        return set(_ALLOWED_DATA_PROVIDERS)
+
+
 def get_daily_data_provider() -> str:
     provider = str(load().get("daily_data_provider", "tickflow") or "tickflow").lower()
-    return provider if provider in _ALLOWED_DATA_PROVIDERS else "tickflow"
+    return provider if provider in _allowed_data_providers() else "tickflow"
 
 
 def get_adj_factor_provider() -> str:
     provider = str(load().get("adj_factor_provider", "same_as_daily") or "same_as_daily").lower()
     if provider == "same_as_daily":
         return provider
-    return provider if provider in _ALLOWED_DATA_PROVIDERS else "same_as_daily"
+    return provider if provider in _allowed_data_providers() else "same_as_daily"
 
 
 def get_minute_data_provider() -> str:
     provider = str(load().get("minute_data_provider", "tickflow") or "tickflow").lower()
-    return provider if provider in _ALLOWED_DATA_PROVIDERS else "tickflow"
+    return provider if provider in _allowed_data_providers() else "tickflow"
 
 
 def get_realtime_data_provider() -> str:
-    # 盘中实时现阶段仅支持 TickFlow。
-    return "tickflow"
+    provider = str(load().get("realtime_data_provider", "tickflow") or "tickflow").lower()
+    return provider if provider in _allowed_data_providers() else "tickflow"
+
+
+def get_financial_provider() -> str:
+    provider = str(load().get("financial_data_provider", "tickflow") or "tickflow").lower()
+    return provider if provider in _allowed_data_providers() else "tickflow"
 
 
 # ===== 盘后管道拉取内容开关 (A股 / ETF / 指数 独立控制) =====

backend/app/services/quote_service.py

@@ -90,6 +90,12 @@ class QuoteSubscriber:
                 self._reviews = self._reviews[-self._max_reviews:]
             self._event.set()
 
+    def clear_alerts(self) -> None:
+        with self._lock:
+            self._alerts = []
+            if not self._quote_updated and not self._depth_updated and not self._reviews:
+                self._event.clear()
+
     def notify_quote(self) -> None:
         with self._lock:
             self._quote_updated = True
@@ -266,6 +272,13 @@ class QuoteService:
         for sub in self._snapshot_subscribers():
             sub.push_alerts(alerts)
 
+    def push_alerts(self, alerts: list[dict]) -> None:
+        self._broadcast_alerts(alerts)
+
+    def clear_pending_alerts(self) -> None:
+        for sub in self._snapshot_subscribers():
+            sub.clear_alerts()
+
     def push_review_event(self, event_json: str) -> None:
         """广播一条复盘进度事件(JSON 字符串), 唤醒所有 SSE generator。
 
@@ -288,6 +301,9 @@ class QuoteService:
     @classmethod
     def realtime_mode(cls) -> str:
         """当前实时行情模式: none / watchlist / full_market。"""
+        from app.services import preferences
+        if preferences.get_realtime_data_provider() != "tickflow":
+            return "full_market"
         tier = cls._current_tier()
         if tier == "none":
             return "none"
@@ -407,6 +423,23 @@ class QuoteService:
 
     def _fetch_full_market_quotes(self) -> None:
         """拉取全市场行情 → 写 daily + 计算 enriched + 更新缓存。"""
+        from app.services import preferences
+
+        provider_name = preferences.get_realtime_data_provider()
+        if provider_name != "tickflow":
+            from app.data_providers import custom as custom_sources
+            if custom_sources.provider_has_dataset(provider_name, "realtime"):
+                try:
+                    t0 = time.perf_counter()
+                    now_ts = time.perf_counter()
+                    records = custom_sources.get_provider(provider_name).get_realtime()
+                except Exception as e:  # noqa: BLE001
+                    logger.warning("自定义实时行情拉取失败: %s", e)
+                    return
+                self._process_full_market_records(records, t0=t0, now_ts=now_ts)
+                return
+            # 自定义源未配置 realtime → 回退 TickFlow
+
         from app.tickflow.client import get_paid_realtime_client
 
         tf = get_paid_realtime_client()
@@ -480,6 +513,24 @@ class QuoteService:
                 "session": q.get("session"),
             })
 
+        self._process_full_market_records(records, t0=t0, now_ts=now_ts)
+
+    def _process_full_market_records(self, records: list[dict], *, t0: float, now_ts: float) -> None:
+        """把全市场 records 写盘并增量计算 enriched。"""
+        from app.services import preferences
+        all_index_symbols = set(self._repo.get_index_symbol_set()) if self._repo else set()
+        core_index_symbols = set(preferences.get_realtime_index_symbols() or self.CORE_INDEX_SYMBOLS)
+        all_index_symbols.update(core_index_symbols)
+        all_etf_symbols = set()
+        if self._repo:
+            etf_inst = self._repo.get_etf_instruments()
+            if not etf_inst.is_empty() and "symbol" in etf_inst.columns:
+                all_etf_symbols = set(etf_inst["symbol"].cast(pl.Utf8).to_list())
+
+        if not records:
+            logger.warning("行情数据为空")
+            return
+
         index_records = [r for r in records if r.get("symbol") in all_index_symbols]
         etf_records = [r for r in records if r.get("symbol") in all_etf_symbols]
         stock_records = [

backend/app/services/watchlist.py

@@ -13,6 +13,7 @@ import polars as pl
 from app.config import settings
 from app.tickflow.capabilities import Cap, CapabilitySet
 from app.tickflow.client import get_client
+from app.tickflow.rate_limits import chunked, resolve_limit
 
 logger = logging.getLogger(__name__)
 
@@ -104,19 +105,16 @@ def fetch_quotes(symbols: list[str], capset: CapabilitySet, timeout_s: float = 8
     quotes: list[dict] = []
 
     # 走 batch
-    batch_size = 5
     if capset.has(Cap.QUOTE_BATCH):
-        lim = capset.limits(Cap.QUOTE_BATCH)
-        batch_size = lim.batch if lim and lim.batch else 50
+        batch_size = resolve_limit(capset, Cap.QUOTE_BATCH, default_batch=50).batch
     elif capset.has(Cap.QUOTE_BY_SYMBOL):
-        lim = capset.limits(Cap.QUOTE_BY_SYMBOL)
-        batch_size = lim.batch if lim and lim.batch else 5
+        batch_size = resolve_limit(capset, Cap.QUOTE_BY_SYMBOL, default_batch=5).batch
     else:
         # 无任何实时行情能力(none/free 档走 free-api 服务器,不提供实时行情)
         # 提前返回空,避免发起注定失败的请求
         return []
 
-    chunks = [symbols[i:i + batch_size] for i in range(0, len(symbols), batch_size)]
+    chunks = chunked(symbols, batch_size)
 
     # 用线程池为每个批次加超时保护
     pool = ThreadPoolExecutor(max_workers=1)

backend/app/tickflow/rate_limits.py

@@ -0,0 +1,64 @@
+"""TickFlow capability rate-limit helpers.
+
+This module centralizes the small pieces of batch/rpm resolution used by
+TickFlow-backed services. It intentionally does not manage custom data sources.
+"""
+from __future__ import annotations
+
+import time
+from dataclasses import dataclass
+from typing import TypeVar
+
+from app.tickflow.capabilities import Cap, CapabilitySet
+
+T = TypeVar("T")
+
+
+@dataclass(frozen=True)
+class ResolvedLimit:
+    batch: int | None
+    rpm: int | None
+
+
+def resolve_limit(
+    capset: CapabilitySet,
+    cap: Cap,
+    *,
+    default_batch: int | None = None,
+    default_rpm: int | None = None,
+    default_rpm_when_unset: bool = True,
+) -> ResolvedLimit:
+    """Return a capability's batch/rpm with caller-provided fallbacks."""
+    lim = capset.limits(cap)
+    if lim is None:
+        return ResolvedLimit(batch=default_batch, rpm=default_rpm)
+    return ResolvedLimit(
+        batch=lim.batch if lim.batch else default_batch,
+        rpm=lim.rpm if lim.rpm else (default_rpm if default_rpm_when_unset else None),
+    )
+
+
+def batch_interval(rpm: int | None, *, default: float = 0.0) -> float:
+    """Return the existing uniform batch interval formula: 60 / rpm."""
+    return 60.0 / rpm if rpm and rpm > 0 else default
+
+
+def chunked(items: list[T], batch_size: int | None) -> list[list[T]]:
+    """Split items by batch size, preserving the existing None-as-one-batch behavior."""
+    if batch_size is None:
+        return [items]
+    return [items[i:i + batch_size] for i in range(0, len(items), batch_size)]
+
+
+def sleep_between_batches(index: int, rpm: int | None, *, default_interval: float = 0.0) -> None:
+    """Sleep before every batch after the first, using the existing interval formula."""
+    if index <= 0:
+        return
+    interval = batch_interval(rpm, default=default_interval)
+    if interval > 0:
+        time.sleep(interval)
+
+
+def min_batch(preferred: int, limit: ResolvedLimit) -> int:
+    """Clamp a user-preferred batch size by a resolved capability batch limit."""
+    return min(preferred, limit.batch) if limit.batch else preferred

backend/pyproject.toml

@@ -1,6 +1,6 @@
 [project]
 name = "tickflow-stock-panel-backend"
-version = "0.1.70"
+version = "0.1.80"
 description = "A 股选股 + 监控 + 回测面板 — TickFlow 适配"
 readme = "../README.md"
 requires-python = ">=3.11"

backend/uv.lock

@@ -2491,7 +2491,7 @@ all = [
 
 [[package]]
 name = "tickflow-stock-panel-backend"
-version = "0.1.67"
+version = "0.1.80"
 source = { editable = "." }
 dependencies = [
     { name = "apscheduler" },

docs/custom-data-source.md

@@ -0,0 +1,205 @@
+# 自定义数据源接入
+
+本项目默认使用 TickFlow。自定义数据源是一个可选扩展: 外部 HTTP 服务负责取数和整理, 本项目只把返回结果映射成内部标准字段, 然后复用现有存储、指标、enriched、策略和前端展示逻辑。
+
+## 支持范围
+
+当前自定义源支持三类数据:
+
+| 数据集 | 配置名 | 说明 |
+| --- | --- | --- |
+| 日K | `daily` | 批量返回一组股票在指定区间内的日K |
+| 除权因子 | `adj_factor` | 批量返回一组股票的复权因子 |
+| 实时行情 | `realtime` | 返回全市场快照,用于盘中 enriched 增量计算 |
+
+分钟K、财务、深度盘口暂时仍走 TickFlow。
+
+## 配置位置
+
+把 YAML 放到运行数据目录下:
+
+```text
+data/data_sources/*.yaml
+```
+
+在桌面版中,`data/` 位于程序目录旁;在开发环境中,通常是项目根目录的 `data/`。
+
+修改 YAML 后可在「设置 -> 数据源」点击「重新加载」,或调用:
+
+```bash
+curl -X POST http://127.0.0.1:3018/api/settings/data-sources/reload
+```
+
+## 最小 YAML
+
+```yaml
+name: mock_source
+display_name: "Mock 自定义数据源"
+auth:
+  type: none
+
+datasets:
+  daily:
+    url: http://127.0.0.1:3021/daily
+    method: POST
+    batch: 100
+    rpm: 200
+    response_path: data
+    field_map:
+      ts_code: symbol
+      trade_date: date
+      open: open
+      high: high
+      low: low
+      close: close
+      vol: volume
+      amt: amount
+    transforms:
+      date: "parse_date(value, '%Y-%m-%d')"
+
+  adj_factor:
+    url: http://127.0.0.1:3021/adj_factor
+    method: POST
+    batch: 100
+    rpm: 200
+    response_path: data
+    field_map:
+      ts_code: symbol
+      trade_date: trade_date
+      factor: ex_factor
+    transforms:
+      trade_date: "parse_date(value, '%Y-%m-%d')"
+
+  realtime:
+    url: http://127.0.0.1:3021/realtime
+    method: GET
+    rpm: 60
+    response_path: data
+    field_map:
+      ts_code: symbol
+      name: name
+      last: last_price
+      pre_close: prev_close
+      open: open
+      high: high
+      low: low
+      vol: volume
+      amt: amount
+      pct: change_pct
+      amount_change: change_amount
+      amplitude: amplitude
+      turnover: turnover_rate
+```
+
+## 字段契约
+
+### daily 必填
+
+| 内部字段 | 含义 |
+| --- | --- |
+| `symbol` | 标准代码,如 `000001.SZ` |
+| `date` | 交易日 |
+| `open` / `high` / `low` / `close` | 不复权 OHLC |
+| `volume` | 成交量 |
+| `amount` | 成交额 |
+
+### adj_factor 必填
+
+| 内部字段 | 含义 |
+| --- | --- |
+| `symbol` | 标准代码 |
+| `trade_date` | 除权日期 |
+| `ex_factor` | 复权因子 |
+
+### realtime 必填
+
+| 内部字段 | 含义 |
+| --- | --- |
+| `symbol` | 标准代码 |
+| `last_price` | 最新价 |
+| `prev_close` | 昨收 |
+| `open` / `high` / `low` | 当日 OHLC |
+| `volume` | 成交量 |
+
+建议实时接口额外提供 `amount`、`change_pct`、`change_amount`、`amplitude`、`turnover_rate`、`name`。缺失时部分字段会由 pipeline 回算,但精度取决于可用输入。
+
+`change_pct` 和 `amplitude` 使用小数制,例如 `0.0366` 表示 `3.66%`。
+
+## 请求约定
+
+- `daily` / `adj_factor` 会按 `batch` 切分 symbols。
+- POST 请求会发送 JSON body: `symbols`、`start_time`、`end_time`。
+- GET 请求会发送 query 参数: `symbols=000001.SZ,600000.SH`。
+- `realtime` 必须是全市场快照接口,不支持逐个 symbol 拉实时行情。
+
+可通过这些字段改参数名:
+
+```yaml
+symbols_param: symbols
+start_param: start_time
+end_param: end_time
+```
+
+## 鉴权
+
+支持三种简单鉴权:
+
+```yaml
+auth:
+  type: bearer
+  token_env: MY_DATA_TOKEN
+```
+
+```yaml
+auth:
+  type: header
+  header: X-Token
+  token_env: MY_DATA_TOKEN
+```
+
+```yaml
+auth:
+  type: query
+  param: token
+  token_env: MY_DATA_TOKEN
+```
+
+Token 可以放在系统环境变量或项目 `.env` 中。
+
+## 联调流程
+
+1. 启动 mock 数据源:
+
+```bash
+cd docs/examples/custom-data-source
+python mock_server.py
+```
+
+2. 复制示例配置:
+
+```bash
+mkdir -p data/data_sources
+cp docs/examples/custom-data-source/mock_source.yaml data/data_sources/mock_source.yaml
+```
+
+3. 在「设置 -> 数据源」点击「重新加载」。
+
+4. 使用「试拉测试」选择 `mock_source` 和 `daily` / `adj_factor` / `realtime`。
+
+5. 保存数据源选择:
+
+- 日K: `mock_source`
+- 除权因子: `same_as_daily` 或 `mock_source`
+- 实时行情: `mock_source`
+
+6. 触发同步或开启实时行情。
+
+## 常见错误
+
+| 现象 | 处理 |
+| --- | --- |
+| 列表里没有 custom 源 | 检查 YAML 是否放在 `data/data_sources/` 并点击重新加载 |
+| errors 提示 missing mapped fields | `field_map` 没映射到必填内部字段 |
+| 试拉 rows 为 0 | 检查 `response_path` 是否指向数组 |
+| 日期列全为空 | 检查 `parse_date` 的格式是否和返回值一致 |
+| 实时行情没刷新 | 确认实时数据源已保存为 custom,且返回全市场快照 |

docs/examples/custom-data-source/README.md

@@ -0,0 +1,43 @@
+# 自定义数据源 mock 联调示例
+
+这个目录提供一个本地 mock HTTP 数据源,用于验证项目的自定义数据源接入链路。
+
+## 运行 mock 服务
+
+```bash
+cd docs/examples/custom-data-source
+python mock_server.py
+```
+
+服务默认监听:
+
+```text
+http://127.0.0.1:3021
+```
+
+端点:
+
+| 端点 | 数据 |
+| --- | --- |
+| `/daily` | 日K |
+| `/adj_factor` | 除权因子 |
+| `/realtime` | 全市场实时快照 |
+
+## 接入项目
+
+复制示例 YAML 到运行数据目录:
+
+```bash
+mkdir -p data/data_sources
+cp docs/examples/custom-data-source/mock_source.yaml data/data_sources/mock_source.yaml
+```
+
+然后在项目里打开:
+
+```text
+设置 -> 数据源 -> 重新加载
+```
+
+选择 `mock_source` 后,可用「试拉测试」验证 `daily`、`adj_factor` 和 `realtime`。
+
+完整说明见 [../../custom-data-source.md](../../custom-data-source.md)。

docs/examples/custom-data-source/mock_server.py

@@ -0,0 +1,129 @@
+"""Mock custom market data source for local integration tests.
+
+Run:
+    python mock_server.py
+
+Then copy mock_source.yaml to data/data_sources/mock_source.yaml and reload data
+sources in the app settings page.
+"""
+from __future__ import annotations
+
+from datetime import date, datetime, timedelta
+from typing import Any
+
+import uvicorn
+from fastapi import FastAPI, Request
+
+app = FastAPI(title="Mock Custom Market Data Source")
+
+SYMBOLS = {
+    "000001.SZ": "平安银行",
+    "600000.SH": "浦发银行",
+    "300750.SZ": "宁德时代",
+}
+
+BASE = {
+    "000001.SZ": 10.20,
+    "600000.SH": 8.60,
+    "300750.SZ": 186.00,
+}
+
+
+def _parse_symbols(value: Any) -> list[str]:
+    if isinstance(value, list):
+        return [str(v) for v in value if str(v) in SYMBOLS]
+    if isinstance(value, str) and value:
+        return [s.strip() for s in value.split(",") if s.strip() in SYMBOLS]
+    return list(SYMBOLS)
+
+
+async def _payload(request: Request) -> dict:
+    if request.method == "POST":
+        try:
+            return await request.json()
+        except Exception:
+            return {}
+    return dict(request.query_params)
+
+
+def _parse_date(value: Any, fallback: date) -> date:
+    if not value:
+        return fallback
+    text = str(value)[:10]
+    try:
+        return date.fromisoformat(text)
+    except ValueError:
+        return fallback
+
+
+@app.api_route("/daily", methods=["GET", "POST"])
+async def daily(request: Request):
+    body = await _payload(request)
+    symbols = _parse_symbols(body.get("symbols"))
+    end = _parse_date(body.get("end_time"), date.today())
+    start = _parse_date(body.get("start_time"), end - timedelta(days=5))
+    rows = []
+    cur = start
+    while cur <= end:
+        if cur.weekday() < 5:
+            offset = (cur - start).days
+            for sym in symbols:
+                base = BASE[sym] + offset * 0.03
+                rows.append({
+                    "ts_code": sym,
+                    "trade_date": cur.isoformat(),
+                    "open": round(base, 2),
+                    "high": round(base * 1.015, 2),
+                    "low": round(base * 0.985, 2),
+                    "close": round(base * 1.004, 2),
+                    "vol": 120000 + offset * 1000,
+                    "amt": round((120000 + offset * 1000) * base, 2),
+                })
+        cur += timedelta(days=1)
+    return {"code": 0, "data": rows}
+
+
+@app.api_route("/adj_factor", methods=["GET", "POST"])
+async def adj_factor(request: Request):
+    body = await _payload(request)
+    symbols = _parse_symbols(body.get("symbols"))
+    today = date.today()
+    return {
+        "code": 0,
+        "data": [
+            {"ts_code": sym, "trade_date": today.isoformat(), "factor": 1.0}
+            for sym in symbols
+        ],
+    }
+
+
+@app.api_route("/realtime", methods=["GET", "POST"])
+async def realtime():
+    now = datetime.now().isoformat(timespec="seconds")
+    rows = []
+    for i, (sym, name) in enumerate(SYMBOLS.items()):
+        prev = BASE[sym]
+        last = round(prev * (1 + (i + 1) * 0.006), 2)
+        change = round(last - prev, 2)
+        rows.append({
+            "ts_code": sym,
+            "name": name,
+            "last": last,
+            "pre_close": prev,
+            "open": round(prev * 1.002, 2),
+            "high": round(last * 1.01, 2),
+            "low": round(prev * 0.99, 2),
+            "vol": 150000 + i * 20000,
+            "amt": round((150000 + i * 20000) * last, 2),
+            "pct": change / prev,
+            "amount_change": change,
+            "amplitude": 0.025,
+            "turnover": 0.012 + i * 0.001,
+            "timestamp": now,
+            "session": "regular",
+        })
+    return {"code": 0, "data": rows}
+
+
+if __name__ == "__main__":
+    uvicorn.run(app, host="127.0.0.1", port=3021)

docs/examples/custom-data-source/mock_source.yaml

@@ -0,0 +1,58 @@
+name: mock_source
+display_name: "Mock 自定义数据源"
+auth:
+  type: none
+
+datasets:
+  daily:
+    url: http://127.0.0.1:3021/daily
+    method: POST
+    batch: 100
+    rpm: 200
+    response_path: data
+    field_map:
+      ts_code: symbol
+      trade_date: date
+      open: open
+      high: high
+      low: low
+      close: close
+      vol: volume
+      amt: amount
+    transforms:
+      date: "parse_date(value, '%Y-%m-%d')"
+
+  adj_factor:
+    url: http://127.0.0.1:3021/adj_factor
+    method: POST
+    batch: 100
+    rpm: 200
+    response_path: data
+    field_map:
+      ts_code: symbol
+      trade_date: trade_date
+      factor: ex_factor
+    transforms:
+      trade_date: "parse_date(value, '%Y-%m-%d')"
+
+  realtime:
+    url: http://127.0.0.1:3021/realtime
+    method: GET
+    rpm: 60
+    response_path: data
+    field_map:
+      ts_code: symbol
+      name: name
+      last: last_price
+      pre_close: prev_close
+      open: open
+      high: high
+      low: low
+      vol: volume
+      amt: amount
+      pct: change_pct
+      amount_change: change_amount
+      amplitude: amplitude
+      turnover: turnover_rate
+      timestamp: timestamp
+      session: session

frontend/package.json

@@ -1,7 +1,7 @@
 {
   "name": "tickflow-stock-panel-frontend",
   "private": true,
-  "version": "0.1.70",
+  "version": "0.1.80",
   "type": "module",
   "scripts": {
     "dev": "vite",

frontend/src/components/Layout.tsx

@@ -281,6 +281,12 @@ export function Layout() {
   const { data: settingsState } = useSettings()
   const { data: versionData } = useVersion()
   const { data: prefs } = usePreferences()
+  // 数据源列表 (用于实时行情状态显示当前数据源名称)
+  const { data: dataSources } = useQuery({
+    queryKey: QK.dataSources,
+    queryFn: api.dataSources,
+    staleTime: 60_000,
+  })
   // poll=true: 全局唯一开启条件轮询 (非交易时段 60s 兜底, 交易时段靠 SSE)
   const { data: quoteStatus } = useQuoteStatus({ poll: true })
   const { data: analysisMenus } = useQuery({
@@ -340,6 +346,21 @@ export function Layout() {
   const isNoneTier = tier < 0
   const isWatchlistMode = tier === 0
   const realtimeModeLabel = isWatchlistMode ? '自选股' : '全市场'
+  // 当前实时行情数据源名称 (custom 时显示源名, tickflow 时不显示)
+  const realtimeProvider = prefs?.realtime_data_provider
+  const realtimeProviderName = realtimeProvider && realtimeProvider !== 'tickflow'
+    ? (dataSources?.custom?.find(s => s.name === realtimeProvider)?.display_name || realtimeProvider)
+    : null
+
+  // 当前主数据源 (用于菜单底部状态条)
+  const activeProvider = prefs?.daily_data_provider || 'tickflow'
+  const activeProviderName = activeProvider === 'tickflow'
+    ? 'TickFlow'
+    : (dataSources?.custom?.find(s => s.name === activeProvider)?.display_name || activeProvider)
+  const activeProviderDatasets = activeProvider === 'tickflow'
+    ? ['daily', 'adj_factor', 'realtime', 'minute']
+    : (dataSources?.custom?.find(s => s.name === activeProvider)?.datasets || [])
+  const isCustomActive = activeProvider !== 'tickflow'
 
   // 轮询触发记录总数 → 更新监控中心徽标 (每 15 秒)
   const alertsTotalQuery = useQuery({
@@ -476,9 +497,51 @@ export function Layout() {
           ))}
         </nav>
 
+        {/* 数据源状态条 */}
+        <button
+          onClick={() => navigate('/settings?tab=data-sources')}
+          className="mx-2 mb-1 flex items-center gap-2 rounded-btn px-2.5 py-2 text-left transition-colors hover:bg-elevated/60 shrink-0 group"
+          title="数据源设置"
+        >
+          <span className={`flex h-6 w-6 shrink-0 items-center justify-center rounded-md ${
+            isCustomActive ? 'bg-accent/15' : 'bg-elevated'
+          }`}>
+            <Database className={`h-3 w-3 ${isCustomActive ? 'text-accent' : 'text-muted'}`} />
+          </span>
+          <div className="min-w-0 flex-1">
+            <div className="flex items-center gap-1.5">
+              <span className="text-[11px] font-medium text-secondary truncate group-hover:text-foreground transition-colors">
+                {activeProviderName}
+              </span>
+              {isCustomActive && (
+                <span className="shrink-0 rounded bg-accent/15 px-1 py-px text-[8px] font-semibold uppercase tracking-wider text-accent">
+                  自定义
+                </span>
+              )}
+            </div>
+            <div className="mt-0.5 flex gap-0.5">
+              {(['daily', 'adj_factor', 'realtime', 'minute'] as const).map(ds => {
+                const supported = ds === 'daily' || ds === 'adj_factor' || ds === 'realtime' || ds === 'minute'
+                const active = supported && (
+                  isCustomActive ? activeProviderDatasets.includes(ds) : true
+                )
+                return (
+                  <span
+                    key={ds}
+                    title={ds}
+                    className={`h-1 flex-1 rounded-full transition-colors ${
+                      active ? 'bg-accent/60' : 'bg-muted/20'
+                    }`}
+                  />
+                )
+              })}
+            </div>
+          </div>
+        </button>
+
         {/* 全局行情开关 */}
         <div className="border-t border-border px-3 py-2.5 shrink-0">
-          {isNoneTier ? (
+          {isNoneTier && !realtimeProviderName ? (
             <div>
               <div className="flex items-center justify-between">
                 <span className="text-xs text-secondary truncate">实时行情</span>
@@ -512,7 +575,7 @@ export function Layout() {
                       : 'bg-muted'
                 }`} />
                 <span className="text-xs text-secondary truncate">
-                  实时行情 · {realtimeModeLabel}
+                  实时行情 · {realtimeProviderName || realtimeModeLabel}
                 </span>
                 <button
                   onClick={() => navigate('/settings?tab=monitoring')}
@@ -539,9 +602,9 @@ export function Layout() {
           )}
 
           {/* 状态提示 */}
-          {realtimeEnabled && !isNoneTier && (
+          {realtimeEnabled && (!isNoneTier || realtimeProviderName) && (
             <div className="mt-1.5 text-[10px] leading-snug space-y-0.5">
-              {isWatchlistMode && !dismissFreeHint && (
+              {isWatchlistMode && !dismissFreeHint && !realtimeProviderName && (
                 <div className="flex items-start gap-1 text-amber-400/80">
                   <span className="flex-1">监控自选股前 5 只，全市场监控需 Starter+</span>
                   <button

frontend/src/components/data/StatCard.tsx

@@ -30,14 +30,24 @@ export function Pill({ label, value }: { label: string; value: number | string }
   )
 }
 
-function CapBadge({ hasCap, isLocal, tierLabel, tierReq, capInfo, localSuffix }: {
+function CapBadge({ hasCap, isLocal, tierLabel, tierReq, capInfo, localSuffix, customProvider }: {
   hasCap: boolean
   isLocal: boolean
   tierLabel?: string
   tierReq?: string
   capInfo?: { rpm: number | null; batch: number | null; subscribe: number | null } | undefined
   localSuffix?: string
+  customProvider?: string | null
 }) {
+  // 走自定义数据源时, 显示数据源名而非 TickFlow 档位
+  if (customProvider) {
+    return (
+      <span className="text-[10px] text-accent/80 bg-accent/8 rounded px-1.5 py-px font-medium">
+        {customProvider}
+      </span>
+    )
+  }
+
   if (isLocal) {
     return (
       <span className="text-[10px] text-secondary bg-elevated rounded px-1.5 py-px font-medium">
@@ -82,7 +92,7 @@ export type FieldTab = { label: string; table: string }
 export function StatCard({
   title, hint, stats, isInstrument = false, loading = false,
   active = false, done = false, skipped = false, stagePct = 0,
-  tierKey, capLimits, tierLabel,
+  tierKey, capLimits, tierLabel, customProvider,
   auto, onSettings, onShowFields, settingsOpen, subLabel, localBadgeSuffix, fieldTabs,
 }: {
   title: string
@@ -97,6 +107,7 @@ export function StatCard({
   tierKey?: string
   capLimits?: Record<string, { rpm: number | null; batch: number | null; subscribe: number | null }>
   tierLabel?: string
+  customProvider?: string | null
   onSettings?: () => void
   onShowFields?: (table?: string) => void
   settingsOpen?: boolean
@@ -239,6 +250,7 @@ export function StatCard({
             tierReq={meta?.tierReq}
             capInfo={capInfo}
             localSuffix={localBadgeSuffix}
+            customProvider={customProvider}
           />
         )}
       </div>

frontend/src/lib/api.ts

@@ -16,7 +16,18 @@ async function request<T>(path: string, init?: RequestInit): Promise<T> {
   const res = await fetch(`${BASE}${path}`, { ...init, headers })
   if (!res.ok) {
     let detail = ''
-    try { const j = JSON.parse(await res.text()); detail = j.detail ?? j.message ?? '' } catch { /* ignore */ }
+    try {
+      const j = JSON.parse(await res.text())
+      const raw = j.detail ?? j.message ?? ''
+      if (Array.isArray(raw)) {
+        // FastAPI 422 校验错误: [{type, loc, msg, input}, ...] → 取 msg 拼接
+        detail = raw.map((e: any) => e?.msg || String(e)).join('; ')
+      } else if (typeof raw === 'string') {
+        detail = raw
+      } else if (raw && typeof raw === 'object') {
+        detail = JSON.stringify(raw)
+      }
+    } catch { /* ignore */ }
     const msg = detail || `${res.status} ${res.statusText}`
     // 401 (未登录/会话过期) 不弹 toast — 由全局认证拦截器统一跳登录页, 避免刷屏
     if (res.status !== 401) toast(msg, 'error')
@@ -675,6 +686,61 @@ export interface SaveTickflowKeyResult {
   capabilities_count?: number
 }
 
+export interface DataSourceItem {
+  name: string
+  display_name: string
+  datasets: string[]
+  path?: string | null
+}
+
+export interface DataSourceLoadError {
+  name?: string
+  path: string
+  errors: string[]
+}
+
+export interface DataSourcesResponse {
+  builtin: DataSourceItem[]
+  custom: DataSourceItem[]
+  errors: DataSourceLoadError[]
+  config_dir: string
+}
+
+export interface DataSourceTestResult {
+  provider: string
+  dataset: string
+  rows: number
+  columns: string[]
+  preview: Record<string, unknown>[]
+}
+
+export interface DatasetConfig {
+  url: string
+  method: string
+  batch?: number | null
+  rpm?: number | null
+  response_path: string
+  field_map: Record<string, string>
+  transforms?: Record<string, string>
+  symbols_param?: string
+  start_param?: string
+  end_param?: string
+}
+
+export interface AuthConfig {
+  type: string
+  token_env?: string | null
+  header?: string
+  param?: string
+}
+
+export interface CustomSourceConfig {
+  name: string
+  display_name: string
+  auth: AuthConfig
+  datasets: Record<string, DatasetConfig>
+}
+
 export interface Preferences {
   realtime_quotes_enabled: boolean
   indices_nav_pinned: boolean
@@ -684,6 +750,7 @@ export interface Preferences {
   adj_factor_provider?: string
   minute_data_provider?: string
   realtime_data_provider?: string
+  financial_data_provider?: string
   realtime_watchlist_symbols?: string[]
   realtime_pull_stock?: boolean
   realtime_pull_etf?: boolean
@@ -781,6 +848,26 @@ export const api = {
     request<{ ok: boolean }>('/api/settings/ai', { method: 'DELETE' }),
 
   preferences: () => request<Preferences>('/api/settings/preferences'),
+  dataSources: () => request<DataSourcesResponse>('/api/settings/data-sources'),
+  dataSource: (name: string) => request<CustomSourceConfig>(`/api/settings/data-sources/${encodeURIComponent(name)}`),
+  saveDataSource: (config: CustomSourceConfig) =>
+    request<DataSourcesResponse>('/api/settings/data-sources', {
+      method: 'POST',
+      body: JSON.stringify(config),
+    }),
+  deleteDataSource: (name: string) =>
+    request<DataSourcesResponse>(`/api/settings/data-sources/${encodeURIComponent(name)}`, { method: 'DELETE' }),
+  reloadDataSources: () => request<DataSourcesResponse>('/api/settings/data-sources/reload', { method: 'POST' }),
+  testDataSource: (provider: string, dataset: string, symbols?: string[]) =>
+    request<DataSourceTestResult>('/api/settings/data-sources/test', {
+      method: 'POST',
+      body: JSON.stringify({ provider, dataset, symbols }),
+    }),
+  updateDataProviders: (cfg: Partial<Pick<Preferences, 'daily_data_provider' | 'adj_factor_provider' | 'minute_data_provider' | 'realtime_data_provider' | 'financial_data_provider'>>) =>
+    request<Pick<Preferences, 'daily_data_provider' | 'adj_factor_provider' | 'minute_data_provider' | 'realtime_data_provider'>>(
+      '/api/settings/preferences/data-providers',
+      { method: 'PUT', body: JSON.stringify(cfg) },
+    ),
   updateMinuteSync: (enabled: boolean, days: number) =>
     request<Preferences>('/api/settings/preferences/minute-sync', {
       method: 'PUT',

frontend/src/lib/queryKeys.ts

@@ -14,6 +14,7 @@ export const QK = {
   endpoints:      ['endpoints'] as const,
   version:        ['version'] as const,
   preferences:    ['preferences'] as const,
+  dataSources:    ['data-sources'] as const,
   quoteStatus:    ['quote-status'] as const,
   quoteInterval:  ['quote-interval'] as const,
   overviewMarket: (asOf?: string) => ['overview-market', asOf ?? 'latest'] as const,

frontend/src/pages/Data.tsx

@@ -136,6 +136,7 @@ export function Data() {
     queryKey: QK.extData,
     queryFn: api.extDataList,
   })
+
   const deleteExt = useMutation({
     mutationFn: (id: string) => api.extDataDelete(id),
     onSuccess: () => qc.invalidateQueries({ queryKey: QK.extData }),
@@ -152,6 +153,38 @@ export function Data() {
   })
 
   const prefs = usePreferences()
+
+  // 数据源列表 + 当前数据源 (顶部"切换数据源"按钮展示)
+  const dataSources = useQuery({
+    queryKey: QK.dataSources,
+    queryFn: api.dataSources,
+    staleTime: 60_000,
+  })
+  const activeProvider = prefs.data?.daily_data_provider || 'tickflow'
+  const activeDataSourceName = activeProvider === 'tickflow'
+    ? 'TickFlow'
+    : (dataSources.data?.custom?.find(s => s.name === activeProvider)?.display_name || activeProvider)
+
+  // tierKey → 自定义数据集名映射 (用于数据画像 CapBadge 显示数据源名而非 TickFlow 档位)
+  const TIERKEY_TO_DATASET: Record<string, string> = {
+    daily: 'daily',
+    adj_factor: 'adj_factor',
+    etf: 'daily',        // ETF 复用日K能力
+    minute: 'minute',
+    financials: 'financial',
+  }
+  // 当前 custom 源支持的数据集集合
+  const activeCustomDatasets = activeProvider !== 'tickflow'
+    ? new Set(dataSources.data?.custom?.find(s => s.name === activeProvider)?.datasets || [])
+    : new Set<string>()
+  // 给定 tierKey, 返回 custom provider 显示名 (走 custom 时) 或 null (走 TickFlow)
+  const getCustomProviderName = (tierKey: string): string | null => {
+    if (activeProvider === 'tickflow') return null
+    const ds = TIERKEY_TO_DATASET[tierKey]
+    if (ds && activeCustomDatasets.has(ds)) return activeDataSourceName
+    return null
+  }
+
   const minuteAuto = prefs.data?.minute_sync_enabled ?? false
   const pipelineSched = prefs.data?.pipeline_schedule ?? { hour: 15, minute: 30 }
   const instrumentsSched = prefs.data?.instruments_schedule ?? { hour: 9, minute: 10 }
@@ -358,6 +391,7 @@ export function Data() {
             tierKey="daily"
             capLimits={caps.data?.capabilities}
             tierLabel={caps.data?.label}
+            customProvider={getCustomProviderName('daily')}
             auto
             onShowFields={() => setSchemaTable('daily')}
             onSettings={hasData ? () => setOpenSettings(v => v === 'daily' ? null : 'daily') : undefined}
@@ -378,6 +412,7 @@ export function Data() {
             tierKey="adj_factor"
             capLimits={caps.data?.capabilities}
             tierLabel={caps.data?.label}
+            customProvider={getCustomProviderName('adj_factor')}
             auto
             onShowFields={() => setSchemaTable('adj_factor')}
           />
@@ -440,6 +475,7 @@ export function Data() {
             tierKey="etf"
             capLimits={caps.data?.capabilities}
             tierLabel={caps.data?.label}
+            customProvider={getCustomProviderName('etf')}
             auto={etfAuto}
             subLabel="维表 · 日K · 指标"
             fieldTabs={[
@@ -464,6 +500,7 @@ export function Data() {
             tierKey="minute"
             capLimits={caps.data?.capabilities}
             tierLabel={caps.data?.label}
+            customProvider={getCustomProviderName('minute')}
             auto={minuteAuto}
             onShowFields={() => setSchemaTable('minute')}
             onSettings={hasData ? () => setOpenSettings(v => v === 'minute' ? null : 'minute') : undefined}
@@ -480,6 +517,7 @@ export function Data() {
             tierKey="financials"
             capLimits={caps.data?.capabilities}
             tierLabel={caps.data?.label}
+            customProvider={getCustomProviderName('financials')}
           />
         )
       default:
@@ -540,6 +578,15 @@ export function Data() {
                 <SlidersHorizontal className="h-3.5 w-3.5" />
                 页面设置
               </button>
+              <div className="w-px h-4 bg-border" />
+              <Link
+                to="/settings?tab=data-sources"
+                className="inline-flex items-center gap-1 px-2 py-1 rounded-btn text-secondary hover:text-accent hover:bg-accent/8 text-xs transition-colors duration-150"
+                title="切换数据源"
+              >
+                <Database className="h-3.5 w-3.5" />
+                <span className="text-foreground/80 max-w-[120px] truncate">{activeDataSourceName}</span>
+              </Link>
               <button
                 onClick={() => setShowClearConfirm(true)}
                 disabled={isRunning}

frontend/src/pages/Settings.tsx

@@ -5,7 +5,7 @@
  */
 import { useSearchParams } from 'react-router-dom'
 import { motion } from 'framer-motion'
-import { BarChart3, Key, Radio, SlidersHorizontal, Sparkles, Settings2, Zap } from 'lucide-react'
+import { BarChart3, Database, Key, Radio, SlidersHorizontal, Sparkles, Settings2, Zap } from 'lucide-react'
 import { SettingsKeysPanel } from './settings/Keys'
 import { SettingsAIPanel } from './settings/AI'
 import { SettingsMonitoringPanel } from './settings/Monitoring'
@@ -13,20 +13,32 @@ import { SettingsExtPagesPanel } from './settings/ExtPages'
 import { SettingsMenuSettingsPanel } from './settings/MenuSettings'
 import { SettingsSystemPanel } from './settings/System'
 import { SettingsCustomSignalsPanel } from './settings/CustomSignals'
+import { SettingsDataSourcesPanel } from './settings/DataSources'
 import { PageHeader } from '@/components/PageHeader'
 import { cn } from '@/lib/cn'
 
+import type { ComponentType } from 'react'
+
 // ===== Tab 定义 =====
 
-const TABS = [
+type TabDef = {
+  key: string
+  label: string
+  icon: ComponentType<{ className?: string }>
+  panel: ComponentType<{ highlight?: string }>
+  badge?: string
+}
+
+const TABS: readonly TabDef[] = [
   { key: 'account',    label: 'TickFlow',   icon: Key,       panel: SettingsKeysPanel },
   { key: 'ai',         label: 'AI 设置',    icon: Sparkles,  panel: SettingsAIPanel },
   { key: 'monitoring', label: '实时监控',   icon: Radio,     panel: SettingsMonitoringPanel },
+  { key: 'data-sources', label: '数据源',     icon: Database,  panel: SettingsDataSourcesPanel, badge: 'beta' },
   { key: 'ext-pages',  label: '扩展页面',   icon: BarChart3, panel: SettingsExtPagesPanel },
   { key: 'signals',    label: '信号库',     icon: Zap,       panel: SettingsCustomSignalsPanel },
   { key: 'menus',      label: '菜单设置',   icon: SlidersHorizontal, panel: SettingsMenuSettingsPanel },
   { key: 'system',     label: '系统设置',   icon: Settings2, panel: SettingsSystemPanel },
-] as const
+]
 
 type TabKey = (typeof TABS)[number]['key']
 
@@ -48,7 +60,7 @@ export function Settings() {
           {/* ===== 竖向 Tab 侧栏（内容垂直居中） ===== */}
           <nav className="w-36 shrink-0">
             <div className="flex flex-col gap-0.5 justify-center min-h-[60vh] sticky top-6">
-              {TABS.map(({ key, label, icon: Icon }) => (
+              {TABS.map(({ key, label, icon: Icon, badge }) => (
                 <button
                   key={key}
                   onClick={() => setSearchParams({ tab: key }, { replace: true })}
@@ -61,6 +73,11 @@ export function Settings() {
                 >
                   <Icon className="h-3.5 w-3.5 shrink-0" />
                   <span>{label}</span>
+                  {badge && (
+                    <span className="ml-auto inline-flex items-center rounded-full border border-amber-400/30 bg-amber-400/10 px-1.5 py-0.5 text-[9px] font-semibold uppercase tracking-wider text-amber-400 shrink-0">
+                      {badge}
+                    </span>
+                  )}
                 </button>
               ))}
             </div>

frontend/src/pages/settings/DataSourceEditor.tsx

@@ -0,0 +1,596 @@
+import { useState, useEffect, useRef } from 'react'
+import { useMutation, useQuery } from '@tanstack/react-query'
+import { motion, AnimatePresence } from 'framer-motion'
+import { KeyRound, Play, Plus, Save, Trash2, X, Zap, Check } from 'lucide-react'
+import { api, type CustomSourceConfig, type DatasetConfig } from '@/lib/api'
+import { toast } from '@/components/Toast'
+
+// 暗色适配的标准输入框样式 (与 AI 页统一, bg-base 在暗色下为深色, 不会白底白字)
+const INPUT_CLS =
+  'w-full h-9 px-2.5 rounded-lg bg-base border-0 ring-1 ring-border/40 text-xs text-foreground placeholder:text-muted/30 focus:outline-none focus:ring-2 focus:ring-accent/40 transition-shadow'
+
+const DATASETS = ['daily', 'adj_factor', 'realtime', 'minute'] as const
+type DatasetKey = typeof DATASETS[number]
+
+const DATASET_LABEL: Record<DatasetKey, string> = {
+  daily: '日K',
+  adj_factor: '除权因子',
+  realtime: '实时行情',
+  minute: '分钟K',
+}
+
+const TARGET_FIELDS: Record<DatasetKey, string[]> = {
+  daily: ['symbol', 'date', 'open', 'high', 'low', 'close', 'volume', 'amount'],
+  adj_factor: ['symbol', 'trade_date', 'ex_factor'],
+  realtime: ['symbol', 'name', 'last_price', 'prev_close', 'open', 'high', 'low', 'volume', 'amount', 'change_pct', 'change_amount', 'amplitude', 'turnover_rate', 'timestamp', 'session'],
+  minute: ['symbol', 'datetime', 'open', 'high', 'low', 'close', 'volume', 'amount'],
+}
+
+// 内部字段的中文说明 (下拉选项展示用)
+const FIELD_LABELS: Record<string, string> = {
+  symbol: '股票代码 (如 000001.SZ / 600000.SH)',
+  date: '交易日期 (YYYY-MM-DD)',
+  datetime: '时间戳 (YYYY-MM-DD HH:MM:SS)',
+  open: '开盘价',
+  high: '最高价',
+  low: '最低价',
+  close: '收盘价',
+  volume: '成交量 (手)',
+  amount: '成交额 (元)',
+  trade_date: '除权日期 (YYYY-MM-DD)',
+  ex_factor: '复权因子',
+  name: '股票名称',
+  last_price: '最新价',
+  prev_close: '昨收价',
+  change_pct: '涨跌幅 (小数 0.0366=3.66%)',
+  change_amount: '涨跌额',
+  amplitude: '振幅 (小数)',
+  turnover_rate: '换手率 (小数)',
+  timestamp: '时间戳',
+  session: '交易时段',
+}
+
+function emptyConfig(): CustomSourceConfig {
+  return { name: '', display_name: '', auth: { type: 'none' }, datasets: {} }
+}
+
+export function DataSourceEditor({
+  existingName,
+  initial,
+  onCancel,
+  onSaved,
+  activeName,
+  onActivate,
+  onDelete,
+}: {
+  existingName?: string
+  initial?: CustomSourceConfig | null
+  onCancel: () => void
+  onSaved: () => void
+  activeName: string
+  onActivate: (name: string) => void
+  onDelete?: () => void
+}) {
+  const isNew = !existingName
+  const [config, setConfig] = useState<CustomSourceConfig>(() => initial ? structuredClone(initial) : emptyConfig())
+  const [activeTab, setActiveTab] = useState<DatasetKey>('daily')
+
+  // 编辑现有源: 从后端拉完整配置 (每次挂载都重新拉, 不用缓存, 确保拿到最新保存的配置)
+  const fetchCfg = useQuery({
+    queryKey: ['data-source-detail', existingName],
+    queryFn: () => api.dataSource(existingName!),
+    enabled: !!existingName && !initial,
+    staleTime: 0,
+  })
+
+  useEffect(() => {
+    if (fetchCfg.data) {
+      setConfig(structuredClone(fetchCfg.data))
+    }
+  }, [fetchCfg.data])
+
+  const save = useMutation({
+    mutationFn: () => {
+      // 提交前校验: 每个已启用数据集必须填了 URL
+      for (const [key, ds] of Object.entries(config.datasets)) {
+        if (!ds.url.trim()) {
+          throw new Error(`数据集「${DATASET_LABEL[key as DatasetKey] || key}」未填写接口 URL`)
+        }
+      }
+      // 提交时去掉 field_map 里的 __pending_ 临时 key (未填外部字段名的草稿行)
+      const cleaned: CustomSourceConfig = {
+        ...config,
+        name: config.name.toLowerCase().trim(),
+        display_name: config.display_name.trim() || config.name.toLowerCase().trim(),
+        datasets: Object.fromEntries(
+          Object.entries(config.datasets).map(([k, ds]) => [
+            k,
+            {
+              ...ds,
+              field_map: Object.fromEntries(
+                Object.entries(ds.field_map).filter(([src]) => !src.startsWith('__pending_'))
+              ),
+            },
+          ])
+        ),
+      }
+      return api.saveDataSource(cleaned)
+    },
+    onSuccess: () => {
+      toast(isNew ? '数据源已创建' : '数据源已更新', 'success')
+      // 保存后强制重新拉取最新配置, 让数据集开关状态正确刷新
+      fetchCfg.refetch()
+      onSaved()
+    },
+    onError: (e: Error) => {
+      toast(e.message, 'error')
+    },
+  })
+
+  const setDatasetEnabled = (key: DatasetKey, enabled: boolean) => {
+    setConfig(prev => {
+      const next = { ...prev, datasets: { ...prev.datasets } }
+      if (enabled) {
+        if (!next.datasets[key]) {
+          next.datasets[key] = { url: '', method: 'POST', response_path: 'data', field_map: {} }
+        }
+      } else {
+        delete next.datasets[key]
+      }
+      return next
+    })
+  }
+
+  const updateDataset = (key: DatasetKey, patch: Partial<DatasetConfig>) => {
+    setConfig(prev => ({
+      ...prev,
+      datasets: { ...prev.datasets, [key]: { ...prev.datasets[key], ...patch } as DatasetConfig },
+    }))
+  }
+
+  const canSave = !!config.name.trim() && !save.isPending
+  const loading = !!existingName && !initial && fetchCfg.isLoading
+  const isActive = !isNew && activeName === existingName
+
+  return (
+    <section className="rounded-card border border-border bg-surface overflow-hidden">
+      {/* 头部 */}
+      <div className="px-6 py-4 border-b border-border/60 flex items-center justify-between">
+        <div className="flex items-center gap-3">
+          <div className={`h-9 w-9 rounded-lg flex items-center justify-center ${isNew ? 'bg-accent/10' : 'bg-elevated'}`}>
+            {isNew ? <Plus className="h-4 w-4 text-accent" /> : <KeyRound className="h-4 w-4 text-secondary" />}
+          </div>
+          <div>
+            <h2 className="text-sm font-semibold text-foreground">{isNew ? '新增数据源' : '编辑数据源'}</h2>
+            <p className="text-[11px] text-muted">{isNew ? '配置一个自定义 HTTP 数据源' : config.display_name || existingName}</p>
+          </div>
+        </div>
+        <div className="flex items-center gap-2">
+          {!isNew && isActive && (
+            <span className="inline-flex items-center gap-1 text-[10px] text-accent bg-accent/10 px-2 py-1 rounded">
+              <Check className="h-2.5 w-2.5" /> 使用中
+            </span>
+          )}
+          {!isNew && !isActive && config.name.trim() && (
+            <button
+              onClick={() => onActivate(config.name.toLowerCase().trim())}
+              className="inline-flex items-center gap-1 px-2.5 py-1 rounded-btn bg-accent/10 text-accent text-xs font-medium hover:bg-accent/20 transition-colors"
+            >
+              <Zap className="h-3 w-3" /> 切换为当前
+            </button>
+          )}
+          {!isNew && onDelete && (
+            <button
+              onClick={onDelete}
+              className="inline-flex items-center gap-1 px-2.5 py-1 rounded-btn text-xs text-muted hover:text-danger hover:bg-danger/10 transition-colors"
+            >
+              <Trash2 className="h-3 w-3" /> 删除
+            </button>
+          )}
+        </div>
+      </div>
+
+      {loading ? (
+        <div className="p-12 text-center text-sm text-muted">加载配置...</div>
+      ) : (
+        <div className="grid grid-cols-1 lg:grid-cols-[260px_1fr]">
+          {/* 左: 基本信息 + 鉴权 + 数据集开关 */}
+          <div className="p-5 space-y-4 border-r border-border/40">
+            <Field label="名称" hint="小写字母/数字/下划线">
+              <input
+                value={config.name}
+                onChange={e => setConfig({ ...config, name: e.target.value })}
+                placeholder="my_tushare"
+                disabled={!isNew}
+                className={`${INPUT_CLS} w-full disabled:opacity-60`}
+              />
+            </Field>
+            <Field label="显示名">
+              <input
+                value={config.display_name}
+                onChange={e => setConfig({ ...config, display_name: e.target.value })}
+                placeholder="我的 Tushare"
+                className={`${INPUT_CLS} w-full`}
+              />
+            </Field>
+            <Field label="鉴权">
+              <div className="space-y-2">
+                <select
+                  value={config.auth.type}
+                  onChange={e => setConfig({ ...config, auth: { ...config.auth, type: e.target.value } })}
+                  className={`${INPUT_CLS} w-full`}
+                >
+                  <option value="none">无需鉴权</option>
+                  <option value="bearer">Bearer Token</option>
+                  <option value="header">自定义 Header</option>
+                  <option value="query">Query 参数</option>
+                </select>
+                {config.auth.type !== 'none' && (
+                  <input
+                    value={config.auth.token_env ?? ''}
+                    onChange={e => setConfig({ ...config, auth: { ...config.auth, token_env: e.target.value } })}
+                    placeholder="环境变量名 (MY_TOKEN)"
+                    className={`${INPUT_CLS} w-full`}
+                  />
+                )}
+              </div>
+            </Field>
+
+            <div className="pt-2 border-t border-border/30 space-y-1.5">
+              <div className="text-[10px] uppercase tracking-widest text-muted">数据集</div>
+              {DATASETS.map(key => {
+                const enabled = !!config.datasets[key]
+                return (
+                  <button
+                    key={key}
+                    onClick={() => setActiveTab(key)}
+                    className={`w-full flex items-center gap-2 px-2.5 py-2 rounded-btn text-sm transition-colors ${
+                      activeTab === key ? 'bg-elevated text-foreground' : 'text-secondary hover:bg-elevated/50'
+                    }`}
+                  >
+                    <span className={`h-1.5 w-1.5 rounded-full shrink-0 ${enabled ? 'bg-accent' : 'bg-muted/30'}`} />
+                    <span className="flex-1 text-left">{DATASET_LABEL[key]}</span>
+                    {enabled
+                      ? <span className="text-[9px] text-accent">已配置</span>
+                      : <span className="text-[9px] text-muted/50">回退 TF</span>
+                    }
+                    <Toggle
+                      checked={enabled}
+                      onChange={(e) => { e?.stopPropagation(); setDatasetEnabled(key, !enabled) }}
+                    />
+                  </button>
+                )
+              })}
+            </div>
+          </div>
+
+          {/* 右: 当前数据集详情 */}
+          <div className="p-5">
+            <DatasetDetail
+              key={activeTab}
+              datasetKey={activeTab}
+              cfg={config.datasets[activeTab]}
+              providerName={config.name.toLowerCase().trim() || existingName || ''}
+              onUpdate={(patch) => updateDataset(activeTab, patch)}
+              onFieldMap={(fm) => updateDataset(activeTab, { field_map: fm })}
+              onToggle={(v) => setDatasetEnabled(activeTab, v)}
+            />
+          </div>
+        </div>
+      )}
+
+      {/* 底部保存栏 */}
+      <div className="px-6 py-3.5 border-t border-border/60 flex items-center justify-between bg-elevated/20">
+        <div className="text-[11px] text-muted">
+          {Object.keys(config.datasets).length} 个数据集已配置
+        </div>
+        <div className="flex items-center gap-2">
+          <button onClick={onCancel} className="px-3 py-1.5 rounded-btn text-sm text-secondary hover:text-foreground transition-colors">
+            取消
+          </button>
+          <button
+            onClick={() => save.mutate()}
+            disabled={!canSave}
+            className="inline-flex items-center gap-1.5 px-4 py-1.5 rounded-btn bg-accent text-white text-sm font-medium hover:bg-accent/90 disabled:opacity-50 transition-colors"
+          >
+            <Save className="h-3.5 w-3.5" />
+            {save.isPending ? '保存中...' : '保存'}
+          </button>
+        </div>
+      </div>
+    </section>
+  )
+}
+
+function DatasetDetail({
+  datasetKey,
+  cfg,
+  providerName,
+  onUpdate,
+  onFieldMap,
+  onToggle,
+}: {
+  datasetKey: DatasetKey
+  cfg?: DatasetConfig
+  providerName: string
+  onUpdate: (patch: Partial<DatasetConfig>) => void
+  onFieldMap: (fm: Record<string, string>) => void
+  onToggle: (v: boolean) => void
+}) {
+  const enabled = !!cfg
+  const [testSymbols, setTestSymbols] = useState('000001.SZ,600000.SH')
+  const test = useMutation({
+    mutationFn: () => api.testDataSource(
+      providerName,
+      datasetKey,
+      testSymbols.split(/[,\s]+/).map(s => s.trim()).filter(Boolean),
+    ),
+  })
+
+  return (
+    <div>
+      <div className="flex items-center justify-between mb-4">
+        <div className="flex items-center gap-2">
+          <h3 className="text-sm font-medium text-foreground">{DATASET_LABEL[datasetKey]}</h3>
+          <span className="text-[10px] text-muted/50 font-mono">{datasetKey}</span>
+        </div>
+        <Toggle checked={enabled} onChange={() => onToggle(!enabled)} />
+      </div>
+
+      <AnimatePresence mode="wait">
+        {enabled && cfg ? (
+          <motion.div
+            key="content"
+            initial={{ opacity: 0 }}
+            animate={{ opacity: 1 }}
+            exit={{ opacity: 0 }}
+            transition={{ duration: 0.12 }}
+            className="space-y-4"
+          >
+            <div className="grid grid-cols-1 md:grid-cols-[1fr_90px] gap-2">
+              <Field label="接口 URL">
+                <input
+                  value={cfg.url}
+                  onChange={e => onUpdate({ url: e.target.value })}
+                  placeholder="https://my.api/daily"
+                  className={`${INPUT_CLS} w-full`}
+                />
+              </Field>
+              <Field label="方法">
+                <select
+                  value={cfg.method}
+                  onChange={e => onUpdate({ method: e.target.value })}
+                  className={`${INPUT_CLS} w-full`}
+                >
+                  <option value="GET">GET</option>
+                  <option value="POST">POST</option>
+                </select>
+              </Field>
+            </div>
+
+            <div className="grid grid-cols-3 gap-2">
+              <Field label="批量">
+                <input
+                  value={cfg.batch ?? ''}
+                  onChange={e => onUpdate({ batch: e.target.value ? Number(e.target.value) : null })}
+                  placeholder="100"
+                  className={`${INPUT_CLS} w-full`}
+                />
+              </Field>
+              <Field label="RPM">
+                <input
+                  value={cfg.rpm ?? ''}
+                  onChange={e => onUpdate({ rpm: e.target.value ? Number(e.target.value) : null })}
+                  placeholder="200"
+                  className={`${INPUT_CLS} w-full`}
+                />
+              </Field>
+              <Field label="响应路径">
+                <input
+                  value={cfg.response_path}
+                  onChange={e => onUpdate({ response_path: e.target.value })}
+                  placeholder="data.list"
+                  className={`${INPUT_CLS} w-full`}
+                />
+              </Field>
+            </div>
+
+            <div>
+              <div className="flex items-center justify-between mb-2">
+                <div className="text-[10px] uppercase tracking-widest text-muted">字段映射</div>
+                <div className="text-[10px] text-muted/50">外部字段 → 内部字段</div>
+              </div>
+              <FieldMapEditor
+                key={datasetKey}
+                fieldMap={cfg.field_map}
+                targets={TARGET_FIELDS[datasetKey]}
+                onChange={onFieldMap}
+              />
+            </div>
+
+            <div className="pt-3 border-t border-border/30">
+              <div className="flex items-center gap-2 mb-2">
+                <Play className="h-3 w-3 text-muted" />
+                <span className="text-[11px] font-medium text-secondary">测试连接</span>
+              </div>
+              <div className="flex items-center gap-2">
+                <input
+                  value={testSymbols}
+                  onChange={e => setTestSymbols(e.target.value)}
+                  className={`${INPUT_CLS} flex-1 text-xs`}
+                  placeholder="测试标的, 逗号分隔"
+                />
+                <button
+                  onClick={() => test.mutate()}
+                  disabled={test.isPending || !cfg.url || !providerName}
+                  className="inline-flex items-center gap-1 px-3 py-1.5 rounded-btn bg-elevated text-secondary hover:text-foreground text-xs disabled:opacity-40 transition-colors"
+                >
+                  {test.isPending ? '测试中...' : '测试'}
+                </button>
+              </div>
+              {test.data && (
+                <div className="mt-2 rounded-lg border border-accent/20 bg-accent/5 px-3 py-2 text-xs">
+                  <span className="text-accent font-medium">{test.data.rows}</span> 行
+                  <span className="text-muted mx-1.5">·</span>
+                  列: <span className="text-secondary">{test.data.columns.join(', ')}</span>
+                </div>
+              )}
+              {test.isError && (
+                <div className="mt-2 text-xs text-danger">测试失败, 请检查接口和映射</div>
+              )}
+            </div>
+          </motion.div>
+        ) : (
+          <motion.div
+            key="empty"
+            initial={{ opacity: 0 }}
+            animate={{ opacity: 1 }}
+            exit={{ opacity: 0 }}
+            className="py-12 text-center"
+          >
+            <div className="text-sm text-muted mb-1">{DATASET_LABEL[datasetKey]} 未启用</div>
+            <div className="text-[11px] text-muted/60">启用后此数据集将由该自定义源提供, 未启用则回退 TickFlow</div>
+            <button
+              onClick={() => onToggle(true)}
+              className="mt-3 inline-flex items-center gap-1 px-3 py-1.5 rounded-btn bg-accent/10 text-accent text-xs font-medium hover:bg-accent/20 transition-colors"
+            >
+              <Plus className="h-3 w-3" /> 启用{DATASET_LABEL[datasetKey]}
+            </button>
+          </motion.div>
+        )}
+      </AnimatePresence>
+    </div>
+  )
+}
+
+function FieldMapEditor({
+  fieldMap,
+  targets,
+  onChange,
+}: {
+  fieldMap: Record<string, string>
+  targets: string[]
+  onChange: (fm: Record<string, string>) => void
+}) {
+  // 内部用数组维护行的稳定身份, 避免 Record 在编辑空行时 key 漂移导致输入框失焦
+  const [rows, setRows] = useState<Array<{ src: string; target: string; id: number }>>(() => {
+    const entries = Object.entries(fieldMap)
+    // 有意义的映射 (src 非空且非 pending)
+    const real = entries.filter(([s, t]) => s.trim() && t.trim() && !s.startsWith('__pending_'))
+    // pending 行 (外部字段名还没填, 但 target 已选)
+    const pending = entries.filter(([s]) => s.startsWith('__pending_'))
+    if (real.length > 0 || pending.length > 0) {
+      return [
+        ...real.map(([src, target], i) => ({ src, target, id: i + 1 })),
+        ...pending.map(([, target], i) => ({ src: '', target, id: real.length + i + 1 })),
+      ]
+    }
+    // fieldMap 为空时自动预填该数据集的所有内部字段 (外部字段名留空待填)
+    return targets.map((target, i) => ({ src: '', target, id: i + 1 }))
+  })
+  const nextId = useRef(targets.length + 1)
+
+  // rows 变化时立即同步到父级 (含空 src 的草稿行, 用 __pending_ 前缀保留)
+  // 这样切换 tab 再切回来, 未填完的映射行不会丢
+  useEffect(() => {
+    const out: Record<string, string> = {}
+    let pendingIdx = 0
+    for (const r of rows) {
+      const s = r.src.trim()
+      if (s && r.target.trim()) {
+        out[s] = r.target.trim()
+      } else if (r.target.trim()) {
+        // 外部字段名还没填, 用临时 key 保留 target 选择
+        out[`__pending_${pendingIdx++}`] = r.target.trim()
+      }
+    }
+    onChange(out)
+  }, [rows])  // eslint-disable-line react-hooks/exhaustive-deps
+
+  const emit = (newRows: typeof rows) => {
+    setRows(newRows)
+  }
+
+  const updateRow = (id: number, patch: Partial<{ src: string; target: string }>) => {
+    emit(rows.map(r => (r.id === id ? { ...r, ...patch } : r)))
+  }
+
+  const removeRow = (id: number) => {
+    const filtered = rows.filter(r => r.id !== id)
+    emit(filtered.length > 0 ? filtered : [{ src: '', target: '', id: nextId.current++ }])
+  }
+
+  const addRow = () => {
+    emit([...rows, { src: '', target: '', id: nextId.current++ }])
+  }
+
+  const hasValid = rows.some(r => r.src.trim() && r.target.trim())
+
+  return (
+    <div className="space-y-1.5">
+      {!hasValid && (
+        <div className="text-[11px] text-muted/60 py-1">填写外部字段名后自动生效, 无需的字段可删除</div>
+      )}
+      {rows.map((row) => (
+        <div key={row.id} className="grid grid-cols-[1fr_auto_1.2fr_auto] gap-1.5 items-center">
+          <input
+            value={row.src}
+            onChange={e => updateRow(row.id, { src: e.target.value })}
+            placeholder="外部字段名"
+            className={`${INPUT_CLS} text-xs`}
+          />
+          <span className="text-muted/50 text-[10px]">→</span>
+          <select
+            value={targets.includes(row.target) ? row.target : ''}
+            onChange={e => updateRow(row.id, { target: e.target.value })}
+            className={`${INPUT_CLS} text-xs ${row.target && !targets.includes(row.target) ? 'text-warning' : ''}`}
+          >
+            <option value="">{row.target || '(选择)'}</option>
+            {targets.map(t => (
+              <option key={t} value={t}>
+                {t}（{FIELD_LABELS[t] || t}）
+              </option>
+            ))}
+          </select>
+          <button
+            onClick={() => removeRow(row.id)}
+            className="text-muted hover:text-danger p-0.5 transition-colors"
+          >
+            <X className="h-3 w-3" />
+          </button>
+        </div>
+      ))}
+      <button
+        onClick={addRow}
+        className="inline-flex items-center gap-1 text-xs text-accent hover:text-accent/80 mt-1"
+      >
+        <Plus className="h-3 w-3" /> 添加映射
+      </button>
+    </div>
+  )
+}
+
+function Field({ label, hint, children }: { label: string; hint?: string; children: React.ReactNode }) {
+  return (
+    <div className="space-y-1.5">
+      <div className="flex items-center justify-between">
+        <span className="text-[10px] uppercase tracking-widest text-muted">{label}</span>
+        {hint && <span className="text-[9px] text-muted/50 normal-case">{hint}</span>}
+      </div>
+      {children}
+    </div>
+  )
+}
+
+function Toggle({ checked, onChange }: { checked: boolean; onChange: (e?: React.MouseEvent) => void }) {
+  return (
+    <button
+      type="button"
+      onClick={onChange}
+      className={`relative inline-flex h-4 w-7 items-center rounded-full transition-colors ${checked ? 'bg-accent' : 'bg-elevated'}`}
+      aria-pressed={checked}
+    >
+      <span className={`inline-block h-3 w-3 rounded-full bg-white shadow-sm transition-transform ${checked ? 'translate-x-[14px]' : 'translate-x-[2px]'}`} />
+    </button>
+  )
+}

frontend/src/pages/settings/DataSources.tsx

@@ -0,0 +1,331 @@
+import { useState } from 'react'
+import { useMutation, useQuery, useQueryClient } from '@tanstack/react-query'
+import { motion, AnimatePresence } from 'framer-motion'
+import { Check, Database, Plus, RefreshCw, Zap, FileWarning } from 'lucide-react'
+import { api, type DataSourceItem } from '@/lib/api'
+import { QK } from '@/lib/queryKeys'
+import { usePreferences } from '@/lib/useSharedQueries'
+import { toast } from '@/components/Toast'
+import { DataSourceEditor } from './DataSourceEditor'
+
+const DATASET_LABEL: Record<string, string> = {
+  daily: '日K',
+  adj_factor: '除权',
+  realtime: '实时',
+  minute: '分钟',
+}
+
+export function SettingsDataSourcesPanel() {
+  const qc = useQueryClient()
+  const prefs = usePreferences()
+  const sources = useQuery({ queryKey: QK.dataSources, queryFn: api.dataSources })
+  const [selected, setSelected] = useState<string>('tickflow') // 当前在右侧编辑的源 name
+  const [confirmDelete, setConfirmDelete] = useState<string | null>(null)
+
+  const reload = useMutation({
+    mutationFn: api.reloadDataSources,
+    onSuccess: () => {
+      qc.invalidateQueries({ queryKey: QK.dataSources })
+      toast('配置已重新加载', 'success')
+    },
+  })
+
+  const remove = useMutation({
+    mutationFn: (name: string) => api.deleteDataSource(name),
+    onSuccess: () => {
+      qc.invalidateQueries({ queryKey: QK.dataSources })
+      qc.invalidateQueries({ queryKey: QK.preferences })
+      setSelected('tickflow')
+      setConfirmDelete(null)
+      toast('数据源已删除', 'success')
+    },
+  })
+
+  const switchProvider = useMutation({
+    mutationFn: (name: string) => {
+      if (name === 'tickflow') {
+        return api.updateDataProviders({
+          daily_data_provider: 'tickflow',
+          adj_factor_provider: 'same_as_daily',
+          realtime_data_provider: 'tickflow',
+          minute_data_provider: 'tickflow',
+          financial_data_provider: 'tickflow',
+        })
+      }
+      return api.updateDataProviders({
+        daily_data_provider: name,
+        adj_factor_provider: 'same_as_daily',
+        realtime_data_provider: name,
+        financial_data_provider: name,
+      })
+    },
+    onSuccess: () => {
+      qc.invalidateQueries({ queryKey: QK.preferences })
+      toast('数据源已切换', 'success')
+    },
+  })
+
+  const editExisting = useMutation({
+    mutationFn: (name: string) => api.dataSource(name),
+    onSuccess: (_data, name) => setSelected(name),
+  })
+
+  const builtin: DataSourceItem[] = sources.data?.builtin ?? []
+  const customList: DataSourceItem[] = sources.data?.custom ?? []
+  const errors = sources.data?.errors ?? []
+  const activeName = prefs.data?.daily_data_provider || 'tickflow'
+
+  // 顶部数据源选择列表 (内置 + 自定义 + 新增)
+  const allItems = [
+    ...builtin,
+    ...customList,
+  ]
+
+  const selectedCustom = customList.find(s => s.name === selected)
+
+  return (
+    <div className="space-y-5 max-w-5xl">
+      {/* ===== 顶部: 当前数据源 + 数据源选择 (一个大卡片) ===== */}
+      <section className="rounded-card border border-border bg-surface p-5">
+        <div className="flex items-center justify-between mb-4">
+          <div className="flex items-center gap-2.5">
+            <Database className="h-4 w-4 text-secondary" />
+            <h2 className="text-sm font-medium text-foreground">数据源</h2>
+            <span className="text-[10px] text-muted/40 font-mono truncate max-w-[280px]" title={sources.data?.config_dir}>
+              {sources.data?.config_dir}
+            </span>
+          </div>
+          <button
+            onClick={() => reload.mutate()}
+            disabled={reload.isPending}
+            className="inline-flex items-center gap-1.5 px-2.5 py-1 rounded-btn text-xs text-muted hover:text-foreground hover:bg-elevated transition-colors disabled:opacity-50"
+          >
+            <RefreshCw className={`h-3 w-3 ${reload.isPending ? 'animate-spin' : ''}`} />
+            重新加载
+          </button>
+        </div>
+
+        {/* 当前数据源状态 */}
+        <div className="flex items-center gap-2 mb-4 px-3 py-2.5 rounded-lg bg-elevated/30">
+          <span className="text-[10px] uppercase tracking-widest text-muted">当前</span>
+          <span className="h-2 w-2 rounded-full bg-accent animate-pulse" />
+          <span className="text-sm font-medium text-foreground">
+            {activeName === 'tickflow' ? 'TickFlow' : customList.find(s => s.name === activeName)?.display_name || activeName}
+          </span>
+        </div>
+
+        {/* 数据源选择 - 横向卡片列表 */}
+        <div className="grid grid-cols-1 sm:grid-cols-2 lg:grid-cols-3 gap-2.5">
+          {allItems.map(item => {
+            const isActive = activeName === item.name
+            const isSelected = selected === item.name
+            return (
+              <div
+                key={item.name}
+                onClick={() => {
+                  setSelected(item.name)
+                  if (item.name !== 'tickflow') {
+                    editExisting.mutate(item.name)
+                  }
+                }}
+                className={`relative cursor-pointer text-left rounded-lg border px-3.5 py-3 transition-all ${
+                  isSelected
+                    ? 'border-accent/50 bg-accent/5 ring-1 ring-accent/20'
+                    : 'border-border/60 bg-elevated/20 hover:bg-elevated/40'
+                }`}
+              >
+                <div className="flex items-center gap-2 mb-1">
+                  <span className={`h-1.5 w-1.5 rounded-full shrink-0 ${isActive ? 'bg-accent' : 'bg-transparent border border-muted/40'}`} />
+                  <span className={`text-sm truncate flex-1 ${isActive ? 'font-medium text-foreground' : 'text-secondary'}`}>
+                    {item.display_name}
+                  </span>
+                  {item.name === 'tickflow' && (
+                    <span className="text-[9px] text-muted/50 uppercase tracking-wider shrink-0">内置</span>
+                  )}
+                  {isActive ? (
+                    <span className="inline-flex items-center gap-0.5 text-[9px] text-accent shrink-0">
+                      <Check className="h-2.5 w-2.5" /> 使用中
+                    </span>
+                  ) : (
+                    <button
+                      onClick={(e) => { e.stopPropagation(); switchProvider.mutate(item.name) }}
+                      disabled={switchProvider.isPending}
+                      className="shrink-0 rounded px-1.5 py-0.5 text-[10px] font-medium bg-accent/10 text-accent hover:bg-accent/20 transition-colors disabled:opacity-50"
+                    >
+                      使用
+                    </button>
+                  )}
+                </div>
+                {item.name !== 'tickflow' && item.datasets.length > 0 && (
+                  <div className="flex flex-wrap gap-1 ml-3.5">
+                    {item.datasets.map(ds => (
+                      <span key={ds} className="text-[9px] text-muted/60 bg-elevated/60 px-1 py-0.5 rounded">
+                        {DATASET_LABEL[ds] || ds}
+                      </span>
+                    ))}
+                  </div>
+                )}
+                {item.name === 'tickflow' && (
+                  <div className="text-[10px] text-muted/60 ml-3.5">日K · 除权 · 实时 · 分钟K</div>
+                )}
+              </div>
+            )
+          })}
+
+          {/* 新增数据源卡片 */}
+          <button
+            onClick={() => setSelected('__new__')}
+            className={`rounded-lg border border-dashed px-3.5 py-3 transition-all flex items-center justify-center gap-1.5 text-sm ${
+              selected === '__new__'
+                ? 'border-accent/50 bg-accent/5 text-accent'
+                : 'border-border/50 text-muted hover:text-foreground hover:border-border hover:bg-elevated/30'
+            }`}
+          >
+            <Plus className="h-3.5 w-3.5" />
+            新增数据源
+          </button>
+        </div>
+
+        {/* 错误提示 */}
+        {errors.length > 0 && (
+          <div className="mt-3 flex items-start gap-1.5 px-3 py-2 rounded-lg bg-danger/5 border border-danger/20">
+            <FileWarning className="h-3.5 w-3.5 text-danger shrink-0 mt-0.5" />
+            <div className="text-[11px] text-danger/80 leading-relaxed space-y-0.5">
+              {errors.map((err, idx) => (
+                <div key={idx}>
+                  <span className="font-mono">{err.name || err.path}</span>: {err.errors.join('; ')}
+                </div>
+              ))}
+            </div>
+          </div>
+        )}
+
+        <div className="mt-3 flex items-center gap-3 text-[10px] text-muted/50">
+          <span>单击编辑</span>
+          <span className="text-muted/30">·</span>
+          <span>点「使用」切换为当前数据源</span>
+          <span className="text-muted/30">·</span>
+          <span>未启用的数据集自动回退 TickFlow</span>
+        </div>
+      </section>
+
+      {/* ===== 下方: 编辑区 ===== */}
+      <AnimatePresence mode="wait">
+        <motion.div
+          key={selected}
+          initial={{ opacity: 0, y: 6 }}
+          animate={{ opacity: 1, y: 0 }}
+          transition={{ duration: 0.15 }}
+        >
+          {selected === 'tickflow' ? (
+            <TickFlowDetail
+              active={activeName === 'tickflow'}
+              onSwitch={() => switchProvider.mutate('tickflow')}
+              switching={switchProvider.isPending}
+            />
+          ) : (
+            <DataSourceEditor
+              key={selected}
+              initial={null}
+              existingName={selected === '__new__' ? undefined : selected}
+              onCancel={() => setSelected('tickflow')}
+              onSaved={() => {
+                qc.invalidateQueries({ queryKey: QK.dataSources })
+                // 强制清除该源的详情缓存, 下次编辑重新拉取最新配置
+                if (selected !== '__new__') {
+                  qc.removeQueries({ queryKey: ['data-source-detail', selected] })
+                }
+                if (selected === '__new__') setSelected(activeName === 'tickflow' ? 'tickflow' : activeName)
+              }}
+              activeName={activeName}
+              onActivate={(name) => switchProvider.mutate(name)}
+              onDelete={selected !== '__new__' && selectedCustom ? () => setConfirmDelete(selected) : undefined}
+            />
+          )}
+        </motion.div>
+      </AnimatePresence>
+
+      {/* 删除确认弹窗 */}
+      {confirmDelete && (
+        <div className="fixed inset-0 z-50 flex items-center justify-center">
+          <div
+            className="absolute inset-0 bg-black/60 backdrop-blur-sm"
+            onClick={() => setConfirmDelete(null)}
+          />
+          <div className="relative w-[90vw] max-w-[380px] rounded-card border border-border bg-base shadow-2xl p-6">
+            <h3 className="text-sm font-medium text-foreground mb-2">删除数据源</h3>
+            <p className="text-xs text-secondary mb-5">
+              确认删除「{customList.find(s => s.name === confirmDelete)?.display_name || confirmDelete}」? 该数据源的配置文件将被移除,此操作不可撤销。
+            </p>
+            <div className="flex items-center justify-end gap-2">
+              <button
+                onClick={() => setConfirmDelete(null)}
+                className="px-3 py-1.5 rounded-btn bg-elevated text-secondary hover:bg-elevated/80 text-sm transition-colors"
+              >
+                取消
+              </button>
+              <button
+                onClick={() => remove.mutate(confirmDelete)}
+                disabled={remove.isPending}
+                className="px-3 py-1.5 rounded-btn bg-danger/15 text-danger hover:bg-danger/25 text-sm font-medium transition-colors disabled:opacity-50"
+              >
+                {remove.isPending ? '删除中...' : '确认删除'}
+              </button>
+            </div>
+          </div>
+        </div>
+      )}
+    </div>
+  )
+}
+
+function TickFlowDetail({ active, onSwitch, switching }: { active: boolean; onSwitch: () => void; switching: boolean }) {
+  return (
+    <section className="rounded-card border border-border bg-surface p-6">
+      <div className="flex items-start gap-4 mb-5">
+        <div className="h-11 w-11 rounded-xl bg-accent/10 flex items-center justify-center shrink-0">
+          <Database className="h-5 w-5 text-accent" />
+        </div>
+        <div className="flex-1 min-w-0">
+          <div className="flex items-center gap-2 flex-wrap">
+            <h2 className="text-base font-semibold text-foreground">TickFlow</h2>
+            <span className="text-[10px] text-muted/60 uppercase tracking-wider border border-border rounded px-1.5 py-0.5">内置默认</span>
+            {active && (
+              <span className="inline-flex items-center gap-1 text-[10px] text-accent bg-accent/10 px-1.5 py-0.5 rounded">
+                <Check className="h-2.5 w-2.5" /> 当前使用
+              </span>
+            )}
+          </div>
+          <p className="text-xs text-secondary mt-1.5 leading-relaxed">
+            项目默认数据源。日K、除权因子、实时行情、分钟K均由 TickFlow 提供,无需额外配置。
+          </p>
+        </div>
+      </div>
+
+      <div className="grid grid-cols-2 sm:grid-cols-4 gap-2.5 mb-5">
+        {[
+          { label: '日K', desc: '历史 + 实时覆写' },
+          { label: '除权因子', desc: 'Starter+ 能力' },
+          { label: '实时行情', desc: '全市场快照' },
+          { label: '分钟K', desc: 'Pro+ 能力' },
+        ].map(f => (
+          <div key={f.label} className="rounded-lg border border-border/50 bg-elevated/20 px-3 py-2.5">
+            <div className="text-xs font-medium text-foreground">{f.label}</div>
+            <div className="text-[10px] text-muted mt-0.5">{f.desc}</div>
+          </div>
+        ))}
+      </div>
+
+      {!active && (
+        <button
+          onClick={onSwitch}
+          disabled={switching}
+          className="inline-flex items-center gap-1.5 px-4 py-2 rounded-btn bg-accent text-white text-sm font-medium hover:bg-accent/90 disabled:opacity-50 transition-colors"
+        >
+          <Zap className="h-3.5 w-3.5" />
+          切换为当前数据源
+        </button>
+      )}
+    </section>
+  )
+}