fix: 端点套餐门控/探测重试/分钟K月单位 + 财务页新功能 + localStorage 残留自愈

## Bug 修复
- 端点测速:Expert+ 用户现可选用专线端点(premium),非 Expert 仍锁定(EndpointTestDialog)
- 能力探测:try_call 对瞬时错误(429/5xx/超时)重试,避免抖动误丢 capability(导致"需 Free"误导徽章)
- 数据画像 CapBadge:tierReq='Free' 时不显示无意义的"需 Free"徽章
- 财务同步:用服务端 is_syncing 标志驱动 UI,刷新后仍正确显示"同步中",防重复点击 + 进度提示

## 新功能
- 财务页重设计:中间模糊搜索框(代码/名称),选股后展示 4 标签页详情
  (核心指标/利润表/资负表/现金流),字段格式化(百分点/金额转亿/每股)
- 分钟K向前扩展:Expert+ 新增「月」单位(1~6 月,180 天),Pro 仍只「天」(15 天)

## localStorage 残留自愈(拉新代码后不再显示本地开发残留)
- 策略池:加载后自动清除失效的自定义策略 ID
- 回测页:校验 selectedStrategy 是否存在,失效则重置;result 不跨会话恢复

## 重构
- 提取共享 tier 工具到 capability-labels.ts(TIER_RANK/isExpertOrAbove)

backend/app/api/financials.py

@@ -41,7 +41,14 @@ def financial_status(request: Request):
     fs = getattr(request.app.state, "financial_scheduler", None)
     last_sync = fs.last_sync if fs else {}
 
-    return {"available": True, "tables": tables, "last_sync": last_sync}
+    return {
+        "available": True,
+        "tables": tables,
+        "last_sync": last_sync,
+        # 服务端是否正在同步(手动触发)——前端据此显示"同步中"并防重复点击,
+        # 且刷新页面后仍能正确反映服务端状态。
+        "syncing": bool(fs and fs.is_syncing),
+    }
 
 
 @router.get("/metrics")

backend/app/api/kline.py

@@ -550,7 +550,9 @@ async def extend_minute_history(request: Request):
     """向前扩展分钟K历史数据 — 仅拉数据,不做任何后续处理。
 
     body: { "value": int, "unit": "day"|"month" }
-    最大 15 天。返回 job_id,可轮询 /api/pipeline/jobs 查看进度。
+    - day 单位:1~15 天(所有有分钟K权限的套餐可用)
+    - month 单位:1~6 月(每月按 30 天计,即最多 180 天)—— 仅 Expert+ 可用
+    返回 job_id,可轮询 /api/pipeline/jobs 查看进度。
     """
     import asyncio
     import traceback as _tb
@@ -570,10 +572,20 @@ async def extend_minute_history(request: Request):
         if not capset.has(Cap.KLINE_MINUTE_BATCH):
             raise HTTPException(status_code=403, detail="需要 Pro+ 权限 (batch minute K-line)")
 
-        # 计算天数,上限 15
+        # month 单位(按月扩展更长的分钟K历史)仅 Expert+ 开放;Pro 仅可用 day
+        if unit == "month":
+            from app.tickflow.policy import tier_label
+            base_tier = tier_label().split()[0].split("+")[0].strip().lower()
+            if base_tier != "expert":
+                raise HTTPException(
+                    status_code=403,
+                    detail="按月扩展分钟K历史需要 Expert 及以上套餐",
+                )
+
+        # 计算天数上限:day 最多 15 天;month 最多 6 月(180 天)
         from datetime import timedelta
         if unit == "month":
-            total_days = min(value * 30, 15)
+            total_days = min(value * 30, 180)
         else:
             total_days = min(value, 15)
 

backend/app/services/financial_sync.py

@@ -197,6 +197,8 @@ class FinancialScheduler:
         self._capset: CapabilitySet | None = None
         self._lock = threading.Lock()
         self._last_sync: dict[str, str] = {}  # {table: iso_timestamp}
+        # 手动同步(run_now)是否正在进行。前端据此显示"同步中"并防重复点击。
+        self._is_syncing = False
 
     def start(self, data_dir: Path, capset: CapabilitySet) -> None:
         if not capset.has(Cap.FINANCIAL):
@@ -242,27 +244,46 @@ class FinancialScheduler:
             pass
 
     def run_now(self, table: str | None = None) -> dict[str, int]:
-        """手动触发同步。table=None 同步全部。"""
+        """手动触发同步。table=None 同步全部。
+
+        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):
             return {}
-        if table:
-            fn = {
-                "metrics": sync_metrics,
-                "income": sync_income,
-                "balance_sheet": sync_balance_sheet,
-                "cash_flow": sync_cash_flow,
-            }.get(table)
-            if not fn:
-                return {}
-            rows = fn(self._data_dir, self._capset)
-            self._last_sync[table] = datetime.now(timezone.utc).isoformat()
-            return {table: rows}
-        else:
-            result = sync_all(self._data_dir, self._capset)
-            now = datetime.now(timezone.utc).isoformat()
-            for t in result:
-                self._last_sync[t] = now
-            return result
+        with self._lock:
+            if self._is_syncing:
+                logger.info("financial sync skipped: already running")
+                return {"_skipped": 1}
+            self._is_syncing = True
+        try:
+            if table:
+                fn = {
+                    "metrics": sync_metrics,
+                    "income": sync_income,
+                    "balance_sheet": sync_balance_sheet,
+                    "cash_flow": sync_cash_flow,
+                }.get(table)
+                if not fn:
+                    return {}
+                rows = fn(self._data_dir, self._capset)
+                self._last_sync[table] = datetime.now(timezone.utc).isoformat()
+                return {table: rows}
+            else:
+                result = sync_all(self._data_dir, self._capset)
+                now = datetime.now(timezone.utc).isoformat()
+                for t in result:
+                    self._last_sync[t] = now
+                return result
+        finally:
+            with self._lock:
+                self._is_syncing = False
+
+    @property
+    def is_syncing(self) -> bool:
+        """手动同步是否正在进行(供 /status 返回,前端据此显示"同步中")。"""
+        with self._lock:
+            return self._is_syncing
 
     @property
     def last_sync(self) -> dict[str, str]:

backend/app/tickflow/policy.py

@@ -11,6 +11,7 @@ from __future__ import annotations
 
 import json
 import logging
+import time
 from pathlib import Path
 from typing import Any
 
@@ -52,6 +53,50 @@ def _tier_to_capset(tier_def: dict[str, dict[str, Any]]) -> CapabilitySet:
     return CapabilitySet(caps)
 
 
+def _is_transient(e: Exception) -> bool:
+    """是否为"可重试的瞬时错误"——网络抖动 / 限流 / 服务端 5xx。
+
+    与权限/参数错误(403/401/400/404)区分:后者重试也无用,不重试。
+    用类名匹配而非 import SDK 异常,避免探测期对 SDK 内部耦合。
+    """
+    cls = e.__class__.__name__
+    if cls in {
+        "RateLimitError", "InternalServerError", "APIError",
+        "ConnectionError", "TimeoutError", "ConnectError",
+        "ConnectTimeout", "ReadTimeout", "RemoteProtocolError",
+        "httpx.ConnectError", "httpx.TimeoutException",
+    }:
+        return True
+    # APIError 体系下,status_code 5xx/429 视为瞬时
+    status = getattr(e, "status_code", None)
+    if isinstance(status, int) and (status == 429 or status >= 500):
+        return True
+    return False
+
+
+def _call_with_retry(fn, attempts: int = 3, backoff: float = 0.6) -> None:
+    """调用 fn();对瞬时错误退避重试,权限/参数错误立即抛出。
+
+    attempts=总尝试次数(含首次)。返回 None,异常由调用方分类。
+    """
+    last_exc: Exception | None = None
+    for i in range(attempts):
+        try:
+            fn()
+            return
+        except Exception as e:  # noqa: BLE001
+            last_exc = e
+            # 权限/参数类错误:重试无意义,立即抛出交给 try_call 归类
+            if not _is_transient(e):
+                raise
+            # 瞬时错误:最后一轮不再 sleep
+            if i < attempts - 1:
+                time.sleep(backoff * (i + 1))
+    # 重试耗尽,抛出最后一次异常
+    assert last_exc is not None
+    raise last_exc
+
+
 def _probe_real(tiers: dict) -> tuple[CapabilitySet, list[str]]:
     """逐 capability 试探。需要 API key。
 
@@ -65,7 +110,7 @@ def _probe_real(tiers: dict) -> tuple[CapabilitySet, list[str]]:
 
     def try_call(cap: Cap, fn, default_limits: dict[str, Any]) -> None:
         try:
-            fn()
+            _call_with_retry(fn)
             available[cap] = CapabilityLimits(
                 rpm=default_limits.get("rpm"),
                 batch=default_limits.get("batch"),
@@ -85,6 +130,7 @@ def _probe_real(tiers: dict) -> tuple[CapabilitySet, list[str]]:
             if is_perm_denied:
                 log.append(f"✗ {cap}(无权限)")
             else:
+                # 重试耗尽仍失败的瞬时错误 — 标记为疑似,而非直接判定"无此能力"
                 log.append(f"? {cap} ({cls}: {e})")
 
     # 用各档默认上限作为占位(无 X-RateLimit-* 头时)

frontend/src/components/EndpointTestDialog.tsx

@@ -4,6 +4,7 @@ import { motion, AnimatePresence } from 'framer-motion'
 import { Wifi, Play, Loader2, X, Check, Crown } from 'lucide-react'
 import { api, type EndpointItem } from '@/lib/api'
 import { QK } from '@/lib/queryKeys'
+import { EXPERT_RANK, tierRank } from '@/lib/capability-labels'
 
 interface EpResult {
   ok: boolean
@@ -15,7 +16,7 @@ interface EpResult {
   error?: string
 }
 
-export function EndpointTestDialog({ hasKey, currentEndpoint, onClose }: { hasKey: boolean; currentEndpoint: string; onClose: () => void }) {
+export function EndpointTestDialog({ hasKey, tierLabel, currentEndpoint, onClose }: { hasKey: boolean; tierLabel: string; currentEndpoint: string; onClose: () => void }) {
   const qc = useQueryClient()
   const [results, setResults] = useState<Record<string, EpResult | null>>({})
   const [testing, setTesting] = useState<Record<string, boolean>>({})
@@ -52,6 +53,8 @@ export function EndpointTestDialog({ hasKey, currentEndpoint, onClose }: { hasKe
 
   const anyTesting = Object.values(testing).some(Boolean)
   const isFree = !hasKey
+  // 专线端点需 Expert 及以上套餐;Free 模式必然不可用
+  const canUsePremium = !isFree && tierRank(tierLabel) >= EXPERT_RANK
   const currentLabel = endpoints.find(ep => ep.url === currentEndpoint)?.label ?? currentEndpoint
 
   async function applyEndpoint(url: string) {
@@ -137,7 +140,7 @@ export function EndpointTestDialog({ hasKey, currentEndpoint, onClose }: { hasKe
               <div className="py-10 text-center text-xs text-muted">未能加载端点列表</div>
             ) : (
               endpoints.map(ep => (
-                <EpRow key={ep.url} ep={ep} result={results[ep.url]} testing={testing[ep.url]} isCurrent={ep.url === currentEndpoint} isFree={isFree} switching={switching} onApply={applyEndpoint} />
+                <EpRow key={ep.url} ep={ep} result={results[ep.url]} testing={testing[ep.url]} isCurrent={ep.url === currentEndpoint} isFree={isFree} canUsePremium={canUsePremium} switching={switching} onApply={applyEndpoint} />
               ))
             )}
           </div>
@@ -151,12 +154,13 @@ export function EndpointTestDialog({ hasKey, currentEndpoint, onClose }: { hasKe
   )
 }
 
-function EpRow({ ep, result, testing, isCurrent, isFree, switching, onApply }: {
+function EpRow({ ep, result, testing, isCurrent, isFree, canUsePremium, switching, onApply }: {
   ep: EndpointItem
   result: EpResult | null
   testing?: boolean
   isCurrent?: boolean
   isFree?: boolean
+  canUsePremium?: boolean
   switching: string | null
   onApply: (url: string) => void
 }) {
@@ -234,9 +238,9 @@ function EpRow({ ep, result, testing, isCurrent, isFree, switching, onApply }: {
         </div>
       </div>
 
-      {/* 应用按钮区域 —— Free 模式不可用任何付费端点 */}
-      {isFree ? null : isPremium ? (
-        // 专线端点:需 Expert 及以上套餐权限,不可应用
+      {/* 应用按钮区域 —— Free 模式不可用任何付费端点；专线端点需 Expert+ */}
+      {isFree ? null : (isPremium && !canUsePremium) ? (
+        // 专线端点:需 Expert 及以上套餐权限,当前套餐不足,不可应用
         <span
           className="shrink-0 inline-flex items-center gap-1 px-2 py-1 rounded-btn text-[11px] font-medium bg-warning/10 text-warning/70 cursor-not-allowed select-none mt-0.5"
           title="需要 Expert 及以上套餐的专线加速权限"

frontend/src/components/data/MinuteSyncConfig.tsx

@@ -3,6 +3,7 @@ import { useMutation, useQuery, useQueryClient } from '@tanstack/react-query'
 import { Loader2 } from 'lucide-react'
 import { api } from '@/lib/api'
 import { QK } from '@/lib/queryKeys'
+import { isExpertOrAbove } from '@/lib/capability-labels'
 
 export function MinuteSyncConfig({ caps, isRunning, onStart }: { caps: { label: string; capabilities: Record<string, { rpm: number | null; batch: number | null; subscribe: number | null }> } | undefined; isRunning: boolean; onStart: () => void }) {
   const qc = useQueryClient()
@@ -88,7 +89,7 @@ export function MinuteSyncConfig({ caps, isRunning, onStart }: { caps: { label:
 
       <div className="pt-2 border-t border-border space-y-2.5">
         <div className="text-[10px] text-secondary">向前扩展历史数据</div>
-        <MinuteExtendControls hasMinuteCap={hasMinuteCap} isRunning={isRunning} onStart={onStart} />
+        <MinuteExtendControls hasMinuteCap={hasMinuteCap} tierLabel={caps?.label ?? ''} isRunning={isRunning} onStart={onStart} />
       </div>
 
       <div className="text-[10px] text-muted">
@@ -98,8 +99,11 @@ export function MinuteSyncConfig({ caps, isRunning, onStart }: { caps: { label:
   )
 }
 
-function MinuteExtendControls({ hasMinuteCap, isRunning, onStart }: { hasMinuteCap: boolean; isRunning: boolean; onStart: () => void }) {
+function MinuteExtendControls({ hasMinuteCap, tierLabel, isRunning, onStart }: { hasMinuteCap: boolean; tierLabel: string; isRunning: boolean; onStart: () => void }) {
   const qc = useQueryClient()
+  // 月单位(按月扩展更长的分钟K历史)仅 Expert+ 开放;Pro 仅可用"天"(1~15 天)
+  const canUseMonth = isExpertOrAbove(tierLabel)
+  const [unit, setUnit] = useState<'day' | 'month'>('day')
   const [value, setValue] = useState(5)
   const [confirmOpen, setConfirmOpen] = useState(false)
 
@@ -107,10 +111,12 @@ function MinuteExtendControls({ hasMinuteCap, isRunning, onStart }: { hasMinuteC
     queryKey: QK.dataStatus,
     queryFn: api.dataStatus,
   })
-  const hasMinuteData = !!(dataStatus.data?.minute?.rows)
+  // 判断本地是否已有分钟K数据:后端 _safe_aggregate_minute 为避免全表扫描,
+  // rows 恒为 0,改用 trading_days(分区目录数,真实统计)判断。
+  const hasMinuteData = !!(dataStatus.data?.minute?.trading_days)
 
   const extend = useMutation({
-    mutationFn: () => api.extendMinuteHistory(value, 'day'),
+    mutationFn: () => api.extendMinuteHistory(value, unit),
     onSuccess: () => {
       onStart()
       qc.invalidateQueries({ queryKey: QK.pipelineJobs })
@@ -118,7 +124,8 @@ function MinuteExtendControls({ hasMinuteCap, isRunning, onStart }: { hasMinuteC
     },
   })
 
-  const totalDays = Math.min(value, 15)
+  // 各单位上限:day 15 天,month 6 月(180 天)
+  const maxValue = unit === 'month' ? 6 : 15
 
   const handleFetch = () => {
     if (!hasMinuteData) {
@@ -128,6 +135,14 @@ function MinuteExtendControls({ hasMinuteCap, isRunning, onStart }: { hasMinuteC
     }
   }
 
+  // 切换单位时把 value clamp 到新单位的上限
+  const switchUnit = (u: 'day' | 'month') => {
+    if (u === unit) return
+    setUnit(u)
+    const max = u === 'month' ? 6 : 15
+    setValue(v => Math.min(v, max))
+  }
+
   return (
     <>
       <div className="flex items-center gap-2">
@@ -138,15 +153,30 @@ function MinuteExtendControls({ hasMinuteCap, isRunning, onStart }: { hasMinuteC
             className="h-6 w-6 flex items-center justify-center rounded-l-btn bg-elevated border border-border text-secondary hover:bg-border/50 disabled:opacity-30 transition-colors text-xs"
           >−</button>
           <div className="h-6 w-8 flex items-center justify-center border-y border-border text-[11px] font-mono tabular-nums text-foreground bg-base">
-            {totalDays}
+            {value}
           </div>
           <button
-            onClick={() => setValue(Math.min(15, value + 1))}
-            disabled={!hasMinuteCap || isRunning || extend.isPending || value >= 15}
+            onClick={() => setValue(Math.min(maxValue, value + 1))}
+            disabled={!hasMinuteCap || isRunning || extend.isPending || value >= maxValue}
             className="h-6 w-6 flex items-center justify-center rounded-r-btn bg-elevated border border-border text-secondary hover:bg-border/50 disabled:opacity-30 transition-colors text-xs"
           >+</button>
         </div>
-        <span className="text-[10px] text-muted">天</span>
+
+        {canUseMonth ? (
+          <div className="flex rounded-btn border border-border overflow-hidden">
+            {(['day', 'month'] as const).map(u => (
+              <button
+                key={u}
+                onClick={() => switchUnit(u)}
+                className={`px-2 py-0.5 text-[10px] font-medium transition-colors ${
+                  unit === u ? 'bg-accent/15 text-accent' : 'text-secondary hover:bg-elevated'
+                }`}
+              >{u === 'day' ? '天' : '月'}</button>
+            ))}
+          </div>
+        ) : (
+          <span className="text-[10px] text-muted">天</span>
+        )}
       </div>
 
       <button
@@ -165,7 +195,7 @@ function MinuteExtendControls({ hasMinuteCap, isRunning, onStart }: { hasMinuteC
         <div className="fixed inset-0 z-50 flex items-center justify-center">
           <div className="absolute inset-0 bg-black/60 backdrop-blur-sm" onClick={() => setConfirmOpen(false)} />
           <div className="relative rounded-card border border-border bg-surface shadow-2xl mx-4 px-6 py-5 max-w-sm w-full space-y-4">
-            <div className="text-sm text-foreground text-center">本地暂无分钟K数据，是否立即获取最近 {totalDays} 日分钟K？</div>
+            <div className="text-sm text-foreground text-center">本地暂无分钟K数据，是否立即获取最近 {value} {unit === 'month' ? '月' : '天'}的分钟K？</div>
             <div className="flex items-center justify-center gap-3">
               <button
                 onClick={() => { setConfirmOpen(false); extend.mutate() }}

frontend/src/components/data/StatCard.tsx

@@ -52,7 +52,9 @@ function CapBadge({ hasCap, isLocal, tierLabel, tierReq, capInfo, localSuffix }:
     )
   }
 
-  if (!hasCap && tierReq) {
+  if (!hasCap && tierReq && tierReq !== 'Free') {
+    // 缺权限且非 Free 档(付费档位才提示升级);Free 档人人可用,
+    // 若显示"需 Free"会造成 Expert 等用户困惑(通常是探测瞬时失败丢能力)
     return (
       <span className="text-[10px] text-warning/90 bg-warning/8 rounded px-1.5 py-px font-medium">
         需 {tierReq}

frontend/src/components/financials/StockFinancialDetail.tsx

@@ -0,0 +1,229 @@
+import { useState } from 'react'
+import { CalendarDays, TrendingUp, FileText, Wallet, Activity } from 'lucide-react'
+import {
+  useFinancialMetrics,
+  useFinancialIncome,
+  useFinancialBalanceSheet,
+  useFinancialCashFlow,
+} from '@/lib/useFinancials'
+import { fmtPrice, fmtBigNum, fmtDate } from '@/lib/format'
+import { Skeleton } from '@/components/data/Skeleton'
+
+interface Props {
+  symbol: string
+  name: string
+}
+
+type TabKey = 'metrics' | 'income' | 'balance_sheet' | 'cash_flow'
+
+const TABS: { key: TabKey; label: string; icon: typeof TrendingUp }[] = [
+  { key: 'metrics', label: '核心指标', icon: TrendingUp },
+  { key: 'income', label: '利润表', icon: FileText },
+  { key: 'balance_sheet', label: '资产负债表', icon: Wallet },
+  { key: 'cash_flow', label: '现金流量表', icon: Activity },
+]
+
+// 字段定义:键 → (中文名, 格式化类型)
+// pct=百分点(存的是 12.3 表示 12.3%); amount=金额(元,转亿/万亿); perShare=每股; num=普通数值(保留2位)
+type FmtType = 'pct' | 'amount' | 'perShare' | 'num'
+type FieldDef = { label: string; fmt: FmtType; group?: string }
+
+const FIELD_DEFS: Record<TabKey, FieldDef[]> = {
+  metrics: [
+    { label: '基本每股收益 EPS', fmt: 'perShare', key: 'eps_basic' } as any,
+    { label: '稀释每股收益 EPS', fmt: 'perShare', key: 'eps_diluted' } as any,
+    { label: '每股净资产 BPS', fmt: 'perShare', key: 'bps' } as any,
+    { label: '每股经营现金流', fmt: 'perShare', key: 'ocfps' } as any,
+    { label: '净资产收益率 ROE', fmt: 'pct', key: 'roe' } as any,
+    { label: '稀释 ROE', fmt: 'pct', key: 'roe_diluted' } as any,
+    { label: '总资产收益率 ROA', fmt: 'pct', key: 'roa' } as any,
+    { label: '销售毛利率', fmt: 'pct', key: 'gross_margin' } as any,
+    { label: '销售净利率', fmt: 'pct', key: 'net_margin' } as any,
+    { label: '资产负债率', fmt: 'pct', key: 'debt_to_asset_ratio' } as any,
+    { label: '营业收入同比增长', fmt: 'pct', key: 'revenue_yoy' } as any,
+    { label: '净利润同比增长', fmt: 'pct', key: 'net_income_yoy' } as any,
+    { label: '经营现金/营收', fmt: 'pct', key: 'operating_cash_to_revenue' } as any,
+    { label: '存货周转率', fmt: 'num', key: 'inventory_turnover' } as any,
+  ],
+  income: [
+    { label: '营业收入', fmt: 'amount', key: 'revenue' } as any,
+    { label: '营业成本', fmt: 'amount', key: 'operating_cost' } as any,
+    { label: '营业利润', fmt: 'amount', key: 'operating_profit' } as any,
+    { label: '销售费用', fmt: 'amount', key: 'selling_expense' } as any,
+    { label: '管理费用', fmt: 'amount', key: 'admin_expense' } as any,
+    { label: '研发费用', fmt: 'amount', key: 'rd_expense' } as any,
+    { label: '财务费用', fmt: 'amount', key: 'financial_expense' } as any,
+    { label: '营业外收入', fmt: 'amount', key: 'non_operating_income' } as any,
+    { label: '营业外支出', fmt: 'amount', key: 'non_operating_expense' } as any,
+    { label: '利润总额', fmt: 'amount', key: 'total_profit' } as any,
+    { label: '所得税', fmt: 'amount', key: 'income_tax' } as any,
+    { label: '净利润', fmt: 'amount', key: 'net_income' } as any,
+    { label: '归母净利润', fmt: 'amount', key: 'net_income_attributable' } as any,
+    { label: '扣非净利润', fmt: 'amount', key: 'net_income_deducted' } as any,
+    { label: '基本每股收益', fmt: 'perShare', key: 'basic_eps' } as any,
+    { label: '稀释每股收益', fmt: 'perShare', key: 'diluted_eps' } as any,
+  ],
+  balance_sheet: [
+    { label: '资产总计', fmt: 'amount', key: 'total_assets' } as any,
+    { label: '流动资产合计', fmt: 'amount', key: 'total_current_assets' } as any,
+    { label: '非流动资产合计', fmt: 'amount', key: 'total_non_current_assets' } as any,
+    { label: '货币资金', fmt: 'amount', key: 'cash_and_equivalents' } as any,
+    { label: '应收账款', fmt: 'amount', key: 'accounts_receivable' } as any,
+    { label: '存货', fmt: 'amount', key: 'inventory' } as any,
+    { label: '固定资产', fmt: 'amount', key: 'fixed_assets' } as any,
+    { label: '无形资产', fmt: 'amount', key: 'intangible_assets' } as any,
+    { label: '商誉', fmt: 'amount', key: 'goodwill' } as any,
+    { label: '负债合计', fmt: 'amount', key: 'total_liabilities' } as any,
+    { label: '流动负债合计', fmt: 'amount', key: 'total_current_liabilities' } as any,
+    { label: '非流动负债合计', fmt: 'amount', key: 'total_non_current_liabilities' } as any,
+    { label: '短期借款', fmt: 'amount', key: 'short_term_borrowing' } as any,
+    { label: '长期借款', fmt: 'amount', key: 'long_term_borrowing' } as any,
+    { label: '应付账款', fmt: 'amount', key: 'accounts_payable' } as any,
+    { label: '所有者权益合计', fmt: 'amount', key: 'total_equity' } as any,
+    { label: '归母所有者权益', fmt: 'amount', key: 'equity_attributable' } as any,
+    { label: '未分配利润', fmt: 'amount', key: 'retained_earnings' } as any,
+    { label: '少数股东权益', fmt: 'amount', key: 'minority_interest' } as any,
+  ],
+  cash_flow: [
+    { label: '经营活动现金流净额', fmt: 'amount', key: 'net_operating_cash_flow' } as any,
+    { label: '投资活动现金流净额', fmt: 'amount', key: 'net_investing_cash_flow' } as any,
+    { label: '筹资活动现金流净额', fmt: 'amount', key: 'net_financing_cash_flow' } as any,
+    { label: '固定资产/无形资产投资', fmt: 'amount', key: 'capex' } as any,
+    { label: '现金及等价物净增加额', fmt: 'amount', key: 'net_cash_change' } as any,
+  ],
+}
+
+function formatValue(v: number | null | undefined, fmt: FmtType): string {
+  if (v == null || Number.isNaN(v)) return '—'
+  switch (fmt) {
+    case 'pct':
+      // 存储的是百分点(12.3 表示 12.3%),直接保留2位 + %
+      return `${v.toFixed(2)}%`
+    case 'amount':
+      // 金额(元)→ 亿/万亿;保留负号
+      return fmtBigNum(v)
+    case 'perShare':
+      return fmtPrice(v, 2)
+    case 'num':
+    default:
+      return v.toFixed(2)
+  }
+}
+
+export function StockFinancialDetail({ symbol, name }: Props) {
+  const [tab, setTab] = useState<TabKey>('metrics')
+
+  const metrics = useFinancialMetrics(symbol)
+  const income = useFinancialIncome(symbol)
+  const balance = useFinancialBalanceSheet(symbol)
+  const cashFlow = useFinancialCashFlow(symbol)
+
+  const queryMap = {
+    metrics: metrics,
+    income: income,
+    balance_sheet: balance,
+    cash_flow: cashFlow,
+  } as const
+
+  const current = queryMap[tab]
+  // 按 period_end 降序(最新在前);同步默认 latest_only,通常只有1期
+  const rows = (current.data?.data ?? []).slice().sort((a, b) =>
+    (b.period_end ?? '').localeCompare(a.period_end ?? '')
+  )
+  const fieldDefs = FIELD_DEFS[tab]
+
+  // 头部报告期信息取最新一期(优先用当前 tab,兜底用 metrics)
+  const latestPeriod = rows[0]?.period_end ?? metrics.data?.data?.[0]?.period_end ?? null
+  const latestAnnounce = rows[0]?.announce_date ?? metrics.data?.data?.[0]?.announce_date ?? null
+
+  return (
+    <div className="rounded-card border border-border bg-surface overflow-hidden">
+      {/* 头部:标的 + 报告期 */}
+      <div className="px-5 py-4 border-b border-border flex items-center gap-3 flex-wrap">
+        <div className="flex items-baseline gap-2 min-w-0">
+          <span className="text-lg font-semibold text-foreground">{name}</span>
+          <span className="text-xs font-mono text-muted">{symbol}</span>
+        </div>
+        {latestPeriod && (
+          <div className="flex items-center gap-1.5 text-xs text-secondary ml-auto">
+            <CalendarDays className="h-3.5 w-3.5" />
+            <span>报告期 <span className="font-mono">{latestPeriod}</span></span>
+            {latestAnnounce && (
+              <span className="text-muted">· 披露 {fmtDate(latestAnnounce)}</span>
+            )}
+          </div>
+        )}
+      </div>
+
+      {/* 标签页 */}
+      <div className="flex items-center gap-1 px-3 pt-2 border-b border-border/60">
+        {TABS.map(t => {
+          const Icon = t.icon
+          const isActive = tab === t.key
+          return (
+            <button
+              key={t.key}
+              onClick={() => setTab(t.key)}
+              className={`inline-flex items-center gap-1.5 px-3 py-2 text-xs font-medium border-b-2 -mb-px transition-colors ${
+                isActive
+                  ? 'border-accent text-accent'
+                  : 'border-transparent text-muted hover:text-secondary'
+              }`}
+            >
+              <Icon className="h-3.5 w-3.5" />
+              {t.label}
+            </button>
+          )
+        })}
+      </div>
+
+      {/* 表格内容 */}
+      <div className="p-4">
+        {current.isLoading ? (
+          <div className="space-y-2">
+            {Array.from({ length: 6 }).map((_, i) => (
+              <div key={i} className="flex justify-between">
+                <Skeleton w="w-32" h="h-4" />
+                <Skeleton w="w-20" h="h-4" />
+              </div>
+            ))}
+          </div>
+        ) : rows.length === 0 ? (
+          <div className="py-10 text-center text-xs text-muted">
+            暂无{TABS.find(t => t.key === tab)?.label}数据 — 可点击顶部「全部同步」拉取
+          </div>
+        ) : (
+          <div className="space-y-5">
+            {/* 多期时为每期渲染一组;单期时只有一组 */}
+            {rows.map((row, ri) => (
+              <div key={row.period_end ?? ri}>
+                {rows.length > 1 && (
+                  <div className="text-[11px] text-muted mb-2 flex items-center gap-1.5">
+                    <CalendarDays className="h-3 w-3" />
+                    报告期 <span className="font-mono text-secondary">{row.period_end}</span>
+                  </div>
+                )}
+                <div className="grid grid-cols-1 sm:grid-cols-2 lg:grid-cols-3 gap-x-8 gap-y-0">
+                  {fieldDefs.map((def: any) => {
+                    const val = row[def.key]
+                    return (
+                      <div
+                        key={def.key}
+                        className="flex items-baseline justify-between gap-3 py-2 border-b border-border/40"
+                      >
+                        <span className="text-xs text-secondary shrink-0">{def.label}</span>
+                        <span className="text-sm font-mono tabular-nums text-foreground text-right">
+                          {formatValue(val, def.fmt)}
+                        </span>
+                      </div>
+                    )
+                  })}
+                </div>
+              </div>
+            ))}
+          </div>
+        )}
+      </div>
+    </div>
+  )
+}

frontend/src/components/financials/StockFinancialSearch.tsx

@@ -0,0 +1,128 @@
+import { useState, useEffect, useRef } from 'react'
+import { useQuery } from '@tanstack/react-query'
+import { motion, AnimatePresence } from 'framer-motion'
+import { Search, Loader2 } from 'lucide-react'
+import { api } from '@/lib/api'
+import { QK } from '@/lib/queryKeys'
+
+interface Props {
+  onSelect: (symbol: string, name: string) => void
+}
+
+/**
+ * 个股模糊搜索框 —— 财务页主入口。
+ * 复用 instrumentSearch 后端(代码 / 名称模糊匹配),单选即跳转该股财务详情。
+ * 模式对齐 Watchlist.StockSearchBox:useQuery + 外部点击关闭 + 键盘导航。
+ */
+export function StockFinancialSearch({ onSelect }: Props) {
+  const [query, setQuery] = useState('')
+  const [open, setOpen] = useState(false)
+  const [activeIdx, setActiveIdx] = useState(-1)
+  const containerRef = useRef<HTMLDivElement>(null)
+  const inputRef = useRef<HTMLInputElement>(null)
+
+  const search = useQuery({
+    queryKey: QK.instrumentSearch(query),
+    queryFn: () => api.instrumentSearch(query),
+    enabled: query.trim().length > 0,
+    staleTime: 30_000,
+  })
+
+  const results = search.data?.results ?? []
+
+  // 外部点击关闭下拉
+  useEffect(() => {
+    function handleClick(e: MouseEvent) {
+      if (containerRef.current && !containerRef.current.contains(e.target as Node)) {
+        setOpen(false)
+      }
+    }
+    document.addEventListener('mousedown', handleClick)
+    return () => document.removeEventListener('mousedown', handleClick)
+  }, [])
+
+  function handleSelect(r: { symbol: string; name: string }) {
+    onSelect(r.symbol, r.name)
+    setQuery('')
+    setOpen(false)
+    setActiveIdx(-1)
+  }
+
+  function handleKeyDown(e: React.KeyboardEvent) {
+    if (e.key === 'Escape') { setOpen(false); return }
+    if (!open || results.length === 0) return
+    if (e.key === 'ArrowDown') {
+      e.preventDefault()
+      setActiveIdx(i => Math.min(i + 1, results.length - 1))
+    } else if (e.key === 'ArrowUp') {
+      e.preventDefault()
+      setActiveIdx(i => Math.max(i - 1, -1))
+    } else if (e.key === 'Enter') {
+      e.preventDefault()
+      if (activeIdx >= 0) handleSelect(results[activeIdx])
+      else if (results.length > 0) handleSelect(results[0])
+    }
+  }
+
+  const trimmed = query.trim()
+
+  return (
+    <div ref={containerRef} className="relative w-full max-w-xl mx-auto">
+      <div className="relative flex items-center">
+        <Search className="absolute left-3.5 top-1/2 -translate-y-1/2 h-4 w-4 text-muted pointer-events-none" />
+        <input
+          ref={inputRef}
+          type="text"
+          placeholder="输入股票代码或名称，如 600000 / 浦发"
+          value={query}
+          onChange={(e) => { setQuery(e.target.value); setOpen(true); setActiveIdx(-1) }}
+          onFocus={() => { if (trimmed) setOpen(true) }}
+          onKeyDown={handleKeyDown}
+          // 较宽、更醒目 —— 作为财务页主入口
+          className="w-full h-11 pl-11 pr-10 rounded-card bg-surface border border-border text-sm text-foreground placeholder:text-muted focus:outline-none focus:border-accent/50 focus:bg-base transition-colors"
+        />
+        {search.isFetching && (
+          <Loader2 className="absolute right-3.5 top-1/2 -translate-y-1/2 h-4 w-4 text-muted animate-spin" />
+        )}
+      </div>
+
+      <AnimatePresence>
+        {open && trimmed && (
+          <motion.div
+            initial={{ opacity: 0, y: -4 }}
+            animate={{ opacity: 1, y: 0 }}
+            exit={{ opacity: 0, y: -4 }}
+            transition={{ duration: 0.12, ease: [0.16, 1, 0.3, 1] }}
+            className="absolute left-0 right-0 top-full mt-1.5 z-50 max-h-[360px] overflow-y-auto rounded-card border border-border bg-base shadow-xl"
+          >
+            {search.isLoading ? (
+              <div className="px-4 py-6 flex items-center justify-center gap-2 text-xs text-muted">
+                <Loader2 className="h-3.5 w-3.5 animate-spin" />
+                搜索中…
+              </div>
+            ) : results.length === 0 ? (
+              <div className="px-4 py-6 text-center text-xs text-muted">
+                未找到匹配的股票
+              </div>
+            ) : (
+              results.map((r, i) => (
+                <button
+                  key={r.symbol}
+                  type="button"
+                  onClick={() => handleSelect(r)}
+                  className={`w-full flex items-center gap-3 px-4 py-2.5 text-left transition-colors duration-100 ${
+                    i === activeIdx ? 'bg-accent/10 text-accent' : 'hover:bg-elevated text-foreground'
+                  }`}
+                >
+                  <span className="font-mono shrink-0 text-xs w-[88px]">{r.symbol}</span>
+                  <span className="truncate text-sm flex-1">{r.name}</span>
+                  {r.code && <span className="text-[10px] text-muted font-mono shrink-0">{r.code}</span>}
+                </button>
+              ))
+            )}
+          </motion.div>
+        )}
+      </AnimatePresence>
+    </div>
+  )
+}

frontend/src/lib/api.ts

@@ -39,6 +39,8 @@ export interface FinancialStatus {
   available: boolean
   tables: Record<string, { rows: number; symbols: number }>
   last_sync: Record<string, string>
+  /** 服务端是否正在同步(手动触发)——驱动"同步中"UI 并防重复点击 */
+  syncing?: boolean
 }
 
 export interface FinancialMetricRecord {

frontend/src/lib/capability-labels.ts

@@ -13,3 +13,18 @@ export const CAP_LABELS: Record<string, { name: string; hint: string }> = {
   'financial':               { name: '财务数据',          hint: '利润表 / 资负表 / 现金流 / 关键指标' },
   'adj_factor':              { name: '复权因子',          hint: '让 MA/MACD 等指标在分红送转日不失真' },
 }
+
+// 套餐等级 —— 用于按档位门控功能(如专线端点 / 按月扩展分钟K)。
+// 基础档提取与后端 quote_service.py 一致:取 label 第一个词("Pro +" → "pro")。
+export const TIER_RANK: Record<string, number> = { free: 0, starter: 1, pro: 2, expert: 3 }
+export const EXPERT_RANK = TIER_RANK.expert
+
+export function tierRank(label: string): number {
+  const base = (label.split(' ')[0] ?? '').split('+')[0].trim().toLowerCase()
+  return TIER_RANK[base] ?? -1
+}
+
+export function isExpertOrAbove(label: string): boolean {
+  return tierRank(label) >= EXPERT_RANK
+}
+

frontend/src/lib/useFinancials.ts

@@ -14,6 +14,8 @@ export function useFinancialStatus() {
     queryKey: FINANCIAL_QK.status,
     queryFn: () => api.financialStatus(),
     staleTime: 60_000,
+    // 同步进行中时每 3s 轮询,及时反映表数变化与同步完成;空闲时不轮询。
+    refetchInterval: (query) => (query.state.data?.syncing ? 3_000 : false),
   })
 }
 
@@ -26,6 +28,33 @@ export function useFinancialMetrics(symbol?: string) {
   })
 }
 
+export function useFinancialIncome(symbol?: string) {
+  return useQuery({
+    queryKey: FINANCIAL_QK.income(symbol),
+    queryFn: () => api.financialIncome(symbol),
+    enabled: !!symbol,
+    staleTime: 300_000,
+  })
+}
+
+export function useFinancialBalanceSheet(symbol?: string) {
+  return useQuery({
+    queryKey: FINANCIAL_QK.balanceSheet(symbol),
+    queryFn: () => api.financialBalanceSheet(symbol),
+    enabled: !!symbol,
+    staleTime: 300_000,
+  })
+}
+
+export function useFinancialCashFlow(symbol?: string) {
+  return useQuery({
+    queryKey: FINANCIAL_QK.cashFlow(symbol),
+    queryFn: () => api.financialCashFlow(symbol),
+    enabled: !!symbol,
+    staleTime: 300_000,
+  })
+}
+
 export function useFinancialSync() {
   const qc = useQueryClient()
   return useMutation({

frontend/src/lib/useStrategyPool.ts

@@ -19,7 +19,18 @@ export function useStrategyPool() {
     setPool(newOrder)
   }, [])
 
+  // 清除池中不存在于 validIds 的失效策略(如本地开发残留的自定义策略)。
+  // 仅当确实有失效项时才更新,避免无谓重渲染。
+  const prune = useCallback((validIds: Iterable<string>) => {
+    const validSet = validIds instanceof Set ? validIds : new Set(validIds)
+    setPool(prev => {
+      if (prev.length === 0) return prev
+      const next = prev.filter(id => validSet.has(id))
+      return next.length === prev.length ? prev : next
+    })
+  }, [])
+
   const isInPool = useCallback((id: string) => pool.includes(id), [pool])
 
-  return { pool, addToPool, removeFromPool, reorderPool, isInPool }
+  return { pool, addToPool, removeFromPool, reorderPool, prune, isInPool }
 }

frontend/src/pages/Data.tsx

@@ -733,6 +733,7 @@ export function Data() {
       {showEndpointTest && (
         <EndpointTestDialog
           hasKey={settings.data?.has_tickflow_key ?? false}
+          tierLabel={settings.data?.tier_label ?? ''}
           currentEndpoint={settings.data?.current_endpoint ?? ''}
           onClose={() => setShowEndpointTest(false)}
         />

frontend/src/pages/Financials.tsx

@@ -1,9 +1,11 @@
 import { useState } from 'react'
-import { RefreshCw, Lock } from 'lucide-react'
+import { RefreshCw, Lock, Loader2, X, Search } from 'lucide-react'
 import { PageHeader } from '@/components/PageHeader'
 import { EmptyState } from '@/components/EmptyState'
 import { useCapabilities } from '@/lib/useSharedQueries'
 import { useFinancialStatus, useFinancialSync } from '@/lib/useFinancials'
+import { StockFinancialSearch } from '@/components/financials/StockFinancialSearch'
+import { StockFinancialDetail } from '@/components/financials/StockFinancialDetail'
 
 const TABLE_LABELS: Record<string, string> = {
   metrics: '核心指标',
@@ -12,29 +14,15 @@ const TABLE_LABELS: Record<string, string> = {
   cash_flow: '现金流量表',
 }
 
-const METRIC_LABELS: Record<string, string> = {
-  eps_basic: '基本EPS',
-  eps_diluted: '稀释EPS',
-  bps: '每股净资产',
-  ocfps: '每股经营现金流',
-  roe: 'ROE',
-  roe_diluted: '稀释ROE',
-  roa: 'ROA',
-  gross_margin: '毛利率',
-  net_margin: '净利率',
-  debt_to_asset_ratio: '负债率',
-  revenue_yoy: '营收增速',
-  net_income_yoy: '净利增速',
-  operating_cash_to_revenue: '经营现金/营收',
-  inventory_turnover: '存货周转率',
-}
-
 export function Financials() {
   const { data: caps } = useCapabilities()
   const hasFinancial = caps?.capabilities?.['financial'] != null
   const { data: status, isLoading } = useFinancialStatus()
   const syncMut = useFinancialSync()
-  const [syncing, setSyncing] = useState<string | null>(null)
+  // 用服务端 syncing 真值驱动 UI(而非本地状态),刷新后仍正确,且天然防重复点击
+  const syncing = status?.syncing ?? false
+  // 选中的个股(模糊搜索结果);null 时显示搜索引导
+  const [selected, setSelected] = useState<{ symbol: string; name: string } | null>(null)
 
   if (!hasFinancial) {
     return (
@@ -49,17 +37,16 @@ export function Financials() {
     )
   }
 
-  const handleSync = async (table: string) => {
-    setSyncing(table)
-    try {
-      await syncMut.mutateAsync(table)
-    } finally {
-      setSyncing(null)
-    }
+  const handleSync = (table: string) => {
+    // 防重复点击:syncing 中不再触发(后端 run_now 也有 is_syncing 兜底)
+    if (syncing) return
+    syncMut.mutate(table)
   }
 
   const tables = status?.tables ?? {}
   const available = status?.available ?? false
+  // 进度:已同步(rows>0)的表数 / 总表数,供同步中提示
+  const syncedCount = Object.values(tables).filter(t => (t?.rows ?? 0) > 0).length
 
   return (
     <>
@@ -69,24 +56,30 @@ export function Financials() {
         right={
           <div className="flex gap-2">
             <button
-              className="px-3 py-1.5 text-xs bg-card border border-border rounded-md hover:bg-accent transition-colors disabled:opacity-50"
+              className="px-3 py-1.5 text-xs bg-card border border-border rounded-md hover:bg-accent transition-colors disabled:opacity-50 disabled:cursor-not-allowed"
               onClick={() => handleSync('all')}
-              disabled={!!syncing}
+              disabled={syncing}
+              title={syncing ? '正在同步，请稍候…' : '同步全部财务表'}
             >
-              <RefreshCw className={`inline w-3 h-3 mr-1 ${syncing ? 'animate-spin' : ''}`} />
+              {syncing
+                ? <Loader2 className="inline w-3 h-3 mr-1 animate-spin" />
+                : <RefreshCw className="inline w-3 h-3 mr-1" />}
               {syncing ? '同步中…' : '全部同步'}
             </button>
           </div>
         }
       />
 
-      {!available || isLoading ? (
-        <div className="p-5 text-sm text-muted">
-          {isLoading ? '加载中…' : '暂无数据，点击"全部同步"从 TickFlow 拉取财务数据'}
+      {syncing && (
+        <div className="px-5 -mt-2 pb-1 text-xs text-accent/80 flex items-center gap-1.5">
+          <Loader2 className="w-3 h-3 animate-spin" />
+          正在从 TickFlow 拉取财务数据，已同步 {syncedCount}/4 张表…
         </div>
-      ) : (
-        <div className="p-5 space-y-6">
-          {/* 各表状态卡片 */}
+      )}
+
+      {/* 同步状态卡片 —— 始终显示,反映本地财务数据概况 */}
+      {!isLoading && available && (
+        <div className="px-5 pt-3">
           <div className="grid grid-cols-2 md:grid-cols-4 gap-3">
             {Object.entries(TABLE_LABELS).map(([key, label]) => {
               const info = tables[key]
@@ -95,12 +88,14 @@ export function Financials() {
                   <div className="flex items-center justify-between">
                     <span className="text-sm font-medium">{label}</span>
                     <button
-                      className="text-muted hover:text-foreground transition-colors disabled:opacity-50"
+                      className="text-muted hover:text-foreground transition-colors disabled:opacity-50 disabled:cursor-not-allowed"
                       onClick={() => handleSync(key)}
-                      disabled={!!syncing}
-                      title={`同步${label}`}
+                      disabled={syncing}
+                      title={syncing ? '正在同步…' : `同步${label}`}
                     >
-                      <RefreshCw className={`w-3.5 h-3.5 ${syncing === key ? 'animate-spin' : ''}`} />
+                      {syncing
+                        ? <Loader2 className="w-3.5 h-3.5 animate-spin" />
+                        : <RefreshCw className="w-3.5 h-3.5" />}
                     </button>
                   </div>
                   <div className="mt-2 text-2xl font-semibold tabular-nums">
@@ -114,23 +109,8 @@ export function Financials() {
               )
             })}
           </div>
-
-          {/* 指标说明 */}
-          <div className="bg-card border border-border rounded-lg p-4">
-            <h3 className="text-sm font-medium mb-3">核心指标字段说明</h3>
-            <div className="grid grid-cols-2 md:grid-cols-3 lg:grid-cols-4 gap-x-6 gap-y-1.5 text-xs">
-              {Object.entries(METRIC_LABELS).map(([key, label]) => (
-                <div key={key} className="flex gap-2">
-                  <code className="text-primary/80 font-mono">{key}</code>
-                  <span className="text-muted">{label}</span>
-                </div>
-              ))}
-            </div>
-          </div>
-
-          {/* 最后同步时间 */}
           {status?.last_sync && Object.keys(status.last_sync).length > 0 && (
-            <div className="text-xs text-muted">
+            <div className="text-xs text-muted mt-3">
               最后同步: {Object.entries(status.last_sync).map(([k, v]) =>
                 `${TABLE_LABELS[k] || k}: ${new Date(v).toLocaleString()}`
               ).join(' / ')}
@@ -138,6 +118,57 @@ export function Financials() {
           )}
         </div>
       )}
+
+      {isLoading ? (
+        <div className="p-5 text-sm text-muted">加载中…</div>
+      ) : !available ? (
+        <div className="p-5 text-sm text-muted">暂无数据，点击"全部同步"从 TickFlow 拉取财务数据</div>
+      ) : (
+        <>
+          {/* 个股搜索区 */}
+          <div className="px-5 pt-6 pb-2">
+            {selected ? (
+              // 已选股:紧凑搜索条 + 清除按钮(便于换股)
+              <div className="flex items-center gap-3">
+                <div className="flex-1 max-w-xl">
+                  <StockFinancialSearch onSelect={(symbol, name) => setSelected({ symbol, name })} />
+                </div>
+                <button
+                  onClick={() => setSelected(null)}
+                  className="inline-flex items-center gap-1 px-2.5 py-1.5 text-xs text-secondary hover:text-foreground rounded-btn border border-border hover:bg-elevated transition-colors shrink-0"
+                  title="清除选择"
+                >
+                  <X className="h-3.5 w-3.5" />
+                  清除
+                </button>
+              </div>
+            ) : (
+              // 未选股:醒目居中引导
+              <div className="flex flex-col items-center gap-3 py-6">
+                <div className="flex items-center gap-2 text-sm text-secondary">
+                  <Search className="h-4 w-4" />
+                  <span>搜索个股查看详细财务数据</span>
+                </div>
+                <StockFinancialSearch onSelect={(symbol, name) => setSelected({ symbol, name })} />
+                <div className="text-[11px] text-muted">支持股票代码或名称模糊匹配，如 600000 / 浦发</div>
+              </div>
+            )}
+          </div>
+
+          {/* 个股详情 / 空引导 */}
+          <div className="px-5 pb-8">
+            {selected ? (
+              <StockFinancialDetail symbol={selected.symbol} name={selected.name} />
+            ) : (
+              <EmptyState
+                icon={Search}
+                title="未选择股票"
+                hint="在上方搜索框输入股票代码或名称，选择后即可查看该股的核心指标、利润表、资产负债表与现金流量表。"
+              />
+            )}
+          </div>
+        </>
+      )}
     </>
   )
 }

frontend/src/pages/Screener.tsx

@@ -44,7 +44,7 @@ export function Screener() {
   const [showBuilder, setShowBuilder] = useState(false)
   const [builderMode, setBuilderMode] = useState<'create' | 'modify'>('create')
   const [showStore, setShowStore] = useState(false)
-  const { pool, addToPool, removeFromPool, reorderPool } = useStrategyPool()
+  const { pool, addToPool, removeFromPool, reorderPool, prune } = useStrategyPool()
   const [cardSize, setCardSize] = useState<CardSize>(loadCardSize)
   // 日k蜡烛图显示开关（仅当 candle 列可见时才有意义；持久化）
   const [dailyKChartVisible, setDailyKChartVisible] = useState<boolean>(() => storage.screenerCandle.get(true))
@@ -144,6 +144,14 @@ export function Screener() {
   const availableStrategyIds = useMemo(() => new Set((strategies.data?.presets ?? []).map(s => s.id)), [strategies.data])
   const visiblePool = useMemo(() => pool.filter(id => availableStrategyIds.has(id)), [pool, availableStrategyIds])
 
+  // 策略列表加载后,自动清除池中失效的自定义策略(如本地开发残留的、
+  // 当前后端已不存在的策略 ID),避免"策略池"对话框持续显示失效项。
+  // availableStrategyIds 初始为空集合时跳过,防止首次渲染误清整个池。
+  useEffect(() => {
+    if (availableStrategyIds.size === 0) return
+    prune(availableStrategyIds)
+  }, [availableStrategyIds, prune])
+
   // 进入页面自动跑策略池中的策略，获取命中数
   const runAll = useMutation({
     mutationFn: ({ date, strategyIds }: { date?: string; strategyIds?: string[] } = {}) =>

frontend/src/pages/backtest/StrategyBacktest.tsx

@@ -638,7 +638,10 @@ export function StrategyBacktest() {
   const [scoringDraft, setScoringDraft] = useState<Record<string, number>>({})
   const [strategyParams, setStrategyParams] = useState<Record<string, any>>(saved?.params ?? {})
   const [overrides, setOverrides] = useState<Record<string, any>>(saved?.overrides ?? {})
-  const [result, setResult] = useState<StrategyBacktestResult | null>(saved?.result ?? null)
+  // result 不从 localStorage 恢复:它是运行产物(净值/交易),大且易过时,
+  // 跨会话/拉新代码后自动渲染一个可能对应已失效策略的旧结果会造成困惑
+  // (切页不卸载组件,内存中的 result 仍保留,无需靠 localStorage 恢复)。
+  const [result, setResult] = useState<StrategyBacktestResult | null>(null)
   const [resultTab, setResultTab] = useState<'daily' | 'trades' | 'picks'>('daily')
   const [dailyPage, setDailyPage] = useState(0)
   const [tradePage, setTradePage] = useState(0)
@@ -656,6 +659,20 @@ export function StrategyBacktest() {
     strategyGroup === 'all' ? strategyList : strategyList.filter(st => st.source === strategyGroup)
   ), [strategyGroup, strategyList])
 
+  // 校验 localStorage 里保存的上次选中策略是否仍存在(本地开发残留的自定义策略
+  // 拉新代码后会失效,导致 strategyGet 一直 404/加载中)。列表就绪后若失效,
+  // 连带清除其专属的 params/overrides/result(这些是该策略的运行配置/产物,
+  // 策略失效后留着会造成"孤儿"状态:界面显示旧回测结果却无对应策略)。
+  useEffect(() => {
+    if (strategies.isLoading || strategyList.length === 0) return
+    if (selectedStrategy && !strategyList.some(st => st.id === selectedStrategy)) {
+      setSelectedStrategy(null)
+      setStrategyParams({})
+      setOverrides({})
+      setResult(null)
+    }
+  }, [strategies.isLoading, strategyList, selectedStrategy])
+
   const strategyDetail = useQuery({
     queryKey: ['strategy-detail', selectedStrategy],
     queryFn: () => api.strategyGet(selectedStrategy!),