feat(v0.2): 市场阶段与主线识别 + 因子挖掘全链路 + 数据层完善

- 市场环境: 新增情绪周期6阶段(冰点/启动/主升/高潮/退潮/修复, 连板梯队驱动,
  EMA平滑+2日确认+弱档否决, 平均段长9.7天)与概念/行业主线排名(涨停梯队聚合,
  可配置宽基/风格标签过滤); 市场环境页重构, regime 透明加列, 与5档state并存
- 挖掘: 因子与策略挖掘全链路(API/worker/进程锁/候选库/前端工作台/文档),
  周度调度默认关闭且永不自动发布
- 回测: 财务快照因子(点时口径), 批量回测预计算共享下期收益,
  信号路径矩阵列依赖展开修复(consecutive_limit_ups 缺列报错)
- 数据/性能: enriched 生成与预热治理, 重任务限流, 行情/K线缓存复用, 时区修复
- 测试: 后端全量 914 通过; GUI 黑盒验证截图存证 gui-test-screenshots/

backend/app/api/backtest.py

@@ -381,7 +381,10 @@ def strategy_run(req: StrategyBacktestRequest, request: Request):
         regime_filter=req.regime_filter,
     )
     task = make_worker_task("backtest", settings.data_dir, cfg)
-    return run_worker_task(task)
+    from app.services.heavy_job_limiter import shared_heavy_job_limiter
+
+    with shared_heavy_job_limiter.slot("normal"):
+        return run_worker_task(task)
 
 
 # ── SSE 流式回测 (实时进度 + 可取消 + 支持重连) ───────────────────
@@ -409,10 +412,6 @@ _running_jobs: dict[str, _BacktestJob] = {}
 _jobs_lock = threading.Lock()
 _JOB_TTL = 300  # 完成后保留 5 分钟
 
-# 并发回测上限: 多个重回测同时跑会 OOM (服务器内存约 1.8GB)。用信号量限并发,
-# 超出的任务在 _run_backtest 里排队, SSE 连接照常保持, run 一开始就有进度。
-_backtest_semaphore = threading.Semaphore(2)
-
 
 def _cleanup_stale_jobs():
     """清理过期任务 (完成超过 TTL 的)。全程持 _jobs_lock: 迭代+pop 与其他访问互斥。"""
@@ -588,21 +587,27 @@ async def strategy_stream(
             )
 
             def _run_backtest():
-                # 信号量限并发: 超额任务在此阻塞排队, 不并发吃满内存 (等待期间 cancel_event
-                # 仍可置位, svc.run 会据此提前返回 cancelled)。持槽跑完在 finally 释放。
-                _backtest_semaphore.acquire()
+                from app.services.heavy_job_limiter import (
+                    HeavyJobCancelledError,
+                    shared_heavy_job_limiter,
+                )
+
                 try:
-                    task = make_worker_task("backtest", settings.data_dir, cfg)
-                    result = run_worker_task(
-                        task,
-                        lambda d: job.progress.append(d),
-                        job.cancel_event,
-                    )
+                    with shared_heavy_job_limiter.slot(
+                        "normal",
+                        cancel_event=job.cancel_event,
+                    ):
+                        task = make_worker_task("backtest", settings.data_dir, cfg)
+                        result = run_worker_task(
+                            task,
+                            lambda d: job.progress.append(d),
+                            job.cancel_event,
+                        )
                     _finish_job(job, result=result)
+                except HeavyJobCancelledError:
+                    _finish_job(job, error="回测已取消")
                 except Exception as e:
                     _finish_job(job, error=str(e))
-                finally:
-                    _backtest_semaphore.release()
 
             # 启动后台线程 (不阻塞事件循环)
             threading.Thread(target=_run_backtest, daemon=True).start()
@@ -886,14 +891,25 @@ async def optimize_stream(
                 )
 
                 def _run_opt():
+                    from app.services.heavy_job_limiter import (
+                        HeavyJobCancelledError,
+                        shared_heavy_job_limiter,
+                    )
+
                     try:
-                        task = make_worker_task("optimize", settings.data_dir, ocfg)
-                        result = run_worker_task(
-                            task,
-                            lambda d: job.progress.append(d),
-                            job.cancel_event,
-                        )
+                        with shared_heavy_job_limiter.slot(
+                            "normal",
+                            cancel_event=job.cancel_event,
+                        ):
+                            task = make_worker_task("optimize", settings.data_dir, ocfg)
+                            result = run_worker_task(
+                                task,
+                                lambda d: job.progress.append(d),
+                                job.cancel_event,
+                            )
                         _finish_job(job, result=result)
+                    except HeavyJobCancelledError:
+                        _finish_job(job, error="优化已取消")
                     except Exception as e:
                         _finish_job(job, error=str(e))
 
@@ -1101,14 +1117,25 @@ async def walkforward_stream(
                 )
 
                 def _run_wf():
+                    from app.services.heavy_job_limiter import (
+                        HeavyJobCancelledError,
+                        shared_heavy_job_limiter,
+                    )
+
                     try:
-                        task = make_worker_task("walkforward", settings.data_dir, wf_cfg)
-                        result = run_worker_task(
-                            task,
-                            lambda d: job.progress.append(d),
-                            job.cancel_event,
-                        )
+                        with shared_heavy_job_limiter.slot(
+                            "normal",
+                            cancel_event=job.cancel_event,
+                        ):
+                            task = make_worker_task("walkforward", settings.data_dir, wf_cfg)
+                            result = run_worker_task(
+                                task,
+                                lambda d: job.progress.append(d),
+                                job.cancel_event,
+                            )
                         _finish_job(job, result=result)
+                    except HeavyJobCancelledError:
+                        _finish_job(job, error="walk-forward 已取消")
                     except Exception as e:
                         _finish_job(job, error=str(e))