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/settings.py

@@ -6,9 +6,10 @@ from __future__ import annotations
 
 import logging
 import time
+from typing import Literal
 
 from fastapi import APIRouter, HTTPException, Request
-from pydantic import BaseModel, Field
+from pydantic import BaseModel, ConfigDict, Field
 
 from app import secrets_store
 from app.data_providers.custom.config import MAX_TIMEOUT
@@ -427,6 +428,14 @@ class CustomSourceTestIn(BaseModel):
     config: CustomSourceIn | None = None
 
 
+class MiningSchedulePrefs(BaseModel):
+    model_config = ConfigDict(extra="forbid", strict=True)
+
+    mining_schedule_enabled: bool
+    mining_schedule_weekday: int = Field(ge=0, le=4)
+    mining_budget_profile: Literal["balanced", "strict"]
+
+
 @router.get("/preferences")
 def get_preferences() -> dict:
     """返回用户偏好设置。"""
@@ -485,6 +494,7 @@ def get_preferences() -> dict:
         "depth_finalize_time": preferences.get_depth_finalize_time(),
         "review_schedule": preferences.get_review_schedule(),
         "review_push_channels": preferences.get_review_push_channels(),
+        **preferences.get_mining_schedule(),
     }
 
 
@@ -657,6 +667,18 @@ def update_data_source_job_timeouts(req: DataSourceJobTimeoutPrefs) -> dict:
     return req.model_dump()
 
 
+@router.put("/preferences/mining-schedule")
+def update_mining_schedule(req: MiningSchedulePrefs) -> dict:
+    """一次更新周度自动 mining 配置。"""
+    from app.services import preferences
+
+    return preferences.set_mining_schedule(
+        req.mining_schedule_enabled,
+        req.mining_schedule_weekday,
+        req.mining_budget_profile,
+    )
+
+
 @router.get("/preferences/watchlist-columns")
 def get_watchlist_columns() -> dict:
     """返回自选列表列配置。"""
@@ -927,6 +949,23 @@ class PipelineIndexSymbolsIn(BaseModel):
     symbols: str = ""
 
 
+class MainlineFilterIn(BaseModel):
+    """市场主线过滤配置(宽基/风格标签按成员数过滤 + 名称黑名单)。"""
+
+    min_members: int | None = None
+    max_members: int | None = None
+    blacklist: list[str] | str | None = None
+
+
+@router.put("/preferences/mainline-filter")
+def update_mainline_filter(req: MainlineFilterIn) -> dict:
+    """更新市场主线过滤配置。部分更新; 修改后需重算主线(POST /api/regime/mainline/recompute)生效。"""
+    from app.services import preferences
+
+    payload = req.model_dump()
+    return preferences.set_mainline_filter_config(payload)
+
+
 @router.put("/preferences/pipeline-index-symbols")
 def update_pipeline_index_symbols(req: PipelineIndexSymbolsIn) -> dict:
     """保存指数自定义拉取代码。"""