feat: 完善历史换手率重算入口

- 财务数据统计纳入历史股本，并在数据页提供分批重算入口

- 缺少股本历史时阻止重算，并接入现有任务进度

- 财务分析卡片使用更新图标，明确数据拉取语义

backend/app/api/data.py

@@ -411,7 +411,7 @@ def _safe_aggregate_financials(repo) -> dict | None:
     tables_info: dict[str, dict] = {}
     total_rows = 0
 
-    for table in ("metrics", "income", "balance_sheet", "cash_flow"):
+    for table in ("metrics", "income", "balance_sheet", "cash_flow", "shares"):
         path = data_dir / "financials" / table / "part.parquet"
         if path.exists():
             try:

backend/tests/test_financial_shares.py

@@ -1,10 +1,12 @@
 from __future__ import annotations
 
 from datetime import date
+from types import SimpleNamespace
 
 import polars as pl
 import pytest
 
+from app.api import data as data_api
 from app.indicators import pipeline
 from app.services import financial_sync
 from app.tickflow.capabilities import CapabilitySet
@@ -159,3 +161,19 @@ def test_turnover_without_share_history_keeps_existing_behavior(monkeypatch):
     )
 
     assert result["turnover_rate"][0] == pytest.approx(0.5)
+
+
+def test_data_status_includes_share_history(tmp_path):
+    path = tmp_path / "financials" / "shares" / "part.parquet"
+    path.parent.mkdir(parents=True, exist_ok=True)
+    pl.DataFrame({
+        "symbol": ["600000.SH", "600000.SH", "000001.SZ"],
+        "period_end": ["2023-12-31", "2024-06-30", "2024-06-30"],
+    }).write_parquet(path)
+
+    repo = SimpleNamespace(store=SimpleNamespace(data_dir=tmp_path))
+    result = data_api._safe_aggregate_financials(repo)
+
+    assert result is not None
+    assert result["rows"] == 3
+    assert result["tables"]["shares"] == {"rows": 3, "symbols": 2}

frontend/src/components/data/EnrichedRebuildPanel.tsx

@@ -5,10 +5,24 @@ import { api } from '@/lib/api'
 import { QK } from '@/lib/queryKeys'
 import { usePreferences } from '@/lib/useSharedQueries'
 
-export function EnrichedRebuildPanel({ isRunning, onStart }: { isRunning: boolean; onStart: () => void }) {
+type Props = {
+  isRunning: boolean
+  onStart: (jobId: string) => void
+  purpose?: 'enriched' | 'turnover'
+  historicalShareRows?: number
+}
+
+export function EnrichedRebuildPanel({
+  isRunning,
+  onStart,
+  purpose = 'enriched',
+  historicalShareRows = 0,
+}: Props) {
   const qc = useQueryClient()
   const prefs = usePreferences()
   const batchSize = prefs.data?.enriched_batch_size ?? 1000
+  const isTurnoverRebuild = purpose === 'turnover'
+  const canRebuild = !isTurnoverRebuild || historicalShareRows > 0
   const [editing, setEditing] = useState(false)
   const [draftSize, setDraftSize] = useState(String(batchSize))
   const [hint, setHint] = useState<string | null>(null)
@@ -28,8 +42,8 @@ export function EnrichedRebuildPanel({ isRunning, onStart }: { isRunning: boolea
   })
   const rebuild = useMutation({
     mutationFn: api.rebuildEnriched,
-    onSuccess: () => {
-      onStart()
+    onSuccess: ({ job_id }) => {
+      onStart(job_id)
       qc.invalidateQueries({ queryKey: QK.pipelineJobs })
     },
   })
@@ -93,18 +107,38 @@ export function EnrichedRebuildPanel({ isRunning, onStart }: { isRunning: boolea
       </div>
 
       <div>
-        <div className="text-[10px] text-muted mb-2">基于已有 kline_daily + adj_factor 全量计算前复权 + 技术指标 + 信号</div>
+        {isTurnoverRebuild && (
+          <div className={`mb-3 rounded-btn border px-3 py-2 text-[10px] leading-relaxed ${
+            canRebuild
+              ? 'border-accent/20 bg-accent/5 text-secondary'
+              : 'border-warning/20 bg-warning/10 text-warning'
+          }`}>
+            {canRebuild
+              ? `已检测到 ${historicalShareRows.toLocaleString()} 条历史股本记录。重算会按公告可用日匹配历史流通股本，并覆盖全部 Enriched 分区。`
+              : '未检测到历史股本数据，请先在财务分析页面同步“股本表”，再执行重算。'}
+          </div>
+        )}
+        <div className="text-[10px] text-muted mb-2">
+          {isTurnoverRebuild
+            ? '为保证数据一致性，将基于现有日 K、除权因子和历史股本重新生成 Enriched；其他指标也会按当前逻辑同步更新。'
+            : '基于已有 kline_daily + adj_factor 全量计算前复权 + 技术指标 + 信号'}
+        </div>
         <button
           onClick={() => rebuild.mutate()}
-          disabled={isRunning || rebuild.isPending}
+          disabled={!canRebuild || isRunning || rebuild.isPending}
           className="w-full inline-flex items-center justify-center gap-1.5 px-3 py-1.5 rounded-btn bg-accent/90 text-base text-xs font-medium hover:bg-accent disabled:opacity-40 disabled:pointer-events-none transition-colors duration-150"
         >
           {rebuild.isPending ? (
             <><Loader2 className="h-3 w-3 animate-spin" />计算中…</>
           ) : (
-            <>全量计算</>
+            <>{isTurnoverRebuild ? '重新计算并覆盖' : '全量计算'}</>
           )}
         </button>
+        {rebuild.isError && (
+          <div className="mt-2 text-[10px] text-danger">
+            启动失败：{String((rebuild.error as Error)?.message ?? rebuild.error)}
+          </div>
+        )}
       </div>
     </div>
   )

frontend/src/components/data/StatCard.tsx

@@ -230,6 +230,7 @@ export function StatCard({
               className={`p-0.5 rounded hover:bg-elevated transition-colors ${
                 settingsOpen ? 'text-accent' : 'text-secondary'
               }`}
+              title="设置"
             >
               <Settings className="h-3.5 w-3.5" />
             </button>

frontend/src/pages/Data.tsx

@@ -512,19 +512,24 @@ export function Data() {
             settingsOpen={openSettings === 'minute'}
           />
         )
-      case 'financials':
+      case 'financials': {
+        const historicalShareRows = s?.financials?.tables?.shares?.rows ?? 0
         return (
           <StatCard
             title="财务数据"
-            hint="利润表 / 资负表 / 现金流 / 指标"
+            hint="财报 / 指标 / 历史股本"
             stats={s?.financials ? { rows: s.financials.rows } : null}
             loading={isLoading}
             tierKey="financials"
             capLimits={caps.data?.capabilities}
             tierLabel={caps.data?.label}
             customProvider={getCustomProviderName('financials')}
+            subLabel={`历史股本 · ${historicalShareRows.toLocaleString()} 条`}
+            onSettings={hasData ? () => setOpenSettings(v => v === 'financials' ? null : 'financials') : undefined}
+            settingsOpen={openSettings === 'financials'}
           />
         )
+      }
       default:
         return null
     }
@@ -958,7 +963,23 @@ export function Data() {
       <AnimatePresence>
         {openSettings === 'enriched' && (
           <SettingsModal title="Enriched · 计算设置" onClose={() => setOpenSettings(null)}>
-            <EnrichedRebuildPanel isRunning={!!activeJobId} onStart={() => setOpenSettings(null)} />
+            <EnrichedRebuildPanel
+              isRunning={!!activeJobId}
+              onStart={(jobId) => { setActiveJobId(jobId); setOpenSettings(null) }}
+            />
+          </SettingsModal>
+        )}
+      </AnimatePresence>
+
+      <AnimatePresence>
+        {openSettings === 'financials' && (
+          <SettingsModal title="财务数据 · 换手率重算" onClose={() => setOpenSettings(null)}>
+            <EnrichedRebuildPanel
+              isRunning={!!activeJobId}
+              purpose="turnover"
+              historicalShareRows={s?.financials?.tables?.shares?.rows ?? 0}
+              onStart={(jobId) => { setActiveJobId(jobId); setOpenSettings(null) }}
+            />
           </SettingsModal>
         )}
       </AnimatePresence>

frontend/src/pages/Financials.tsx

@@ -1,5 +1,5 @@
 import { useState, useEffect } from 'react'
-import { RefreshCw, Lock, Loader2, X, Search, FileText, Database, Clock, CheckCircle2, Hourglass, Lightbulb, ExternalLink, ChartPie } from 'lucide-react'
+import { RefreshCw, Download, Lock, Loader2, X, Search, FileText, Database, Clock, CheckCircle2, Hourglass, Lightbulb, ExternalLink, ChartPie } from 'lucide-react'
 import { PageHeader } from '@/components/PageHeader'
 import { EmptyState } from '@/components/EmptyState'
 import { useCapabilities } from '@/lib/useSharedQueries'
@@ -239,11 +239,11 @@ export function Financials() {
                         className="text-muted hover:text-accent transition-colors disabled:opacity-30 disabled:cursor-not-allowed"
                         onClick={() => handleSync(key)}
                         disabled={syncing}
-                        title={syncing ? '正在同步…' : `同步${label}`}
+                        title={syncing ? '正在同步…' : `更新${label}`}
                       >
                         {syncing
                           ? <Loader2 className="h-3.5 w-3.5 animate-spin" />
-                          : <RefreshCw className="h-3.5 w-3.5" />}
+                          : <Download className="h-3.5 w-3.5" />}
                       </button>
                     </div>
                     <div className="mt-2 text-xl font-semibold tabular-nums text-foreground">