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/tests/backtest/test_factor_batch.py

@@ -79,10 +79,10 @@ def test_batch_isolates_a_single_factor_failure(monkeypatch):
     service = FactorBacktestService(engine)
     original = service._evaluate_panel
 
-    def evaluate(panel, config, run_id, started_at):
+    def evaluate(panel, config, run_id, started_at, **kwargs):
         if config.factor_name == "turnover_rate":
             raise ValueError("broken factor")
-        return original(panel, config, run_id, started_at)
+        return original(panel, config, run_id, started_at, **kwargs)
 
     monkeypatch.setattr(service, "_evaluate_panel", evaluate)
     result = service.run_batch(_batch_config(["change_pct", "turnover_rate"]))
@@ -135,6 +135,20 @@ def test_factor_catalog_covers_normalized_indicator_families():
         "log_amount",
         "gap_return",
         "distance_to_high_60d",
+        "max_ret_20d",
+        "ret_skew_20d",
+        "up_days_20d",
+        "amihud_20d",
+        "turnover_z_60d",
+        "vol_price_corr_20d",
+        "vwap_bias",
+        "vol_trend_5_60",
+        "limit_up_count_20d",
+        "limit_up_count_60d",
+        "pb_latest",
+        "roe_latest",
+        "revenue_yoy_latest",
+        "debt_ratio_latest",
     } <= set(factor_ids)
     assert set(DERIVED_FACTOR_DEPENDENCIES) <= set(factor_ids)