feat(data): 无除权因子能力时同步前置二次确认

除权因子不可用时同步静默降级 (日K不复权入库、enriched 直接用 raw 价),
此前无任何提示。现于两个同步入口 (数据页同步按钮、首用欢迎弹窗开始获取)
检测能力矩阵 usable 标志, 不可用先弹确认: 告知不复权口径与除权事件后
需重新校准, 支持不再提示 (localStorage)。矩阵未加载完成时 fail-open 不拦截。

frontend/src/components/AdjFactorSyncGate.tsx

@@ -0,0 +1,105 @@
+import { useState } from 'react'
+import { useQuery } from '@tanstack/react-query'
+import { motion } from 'framer-motion'
+import { AlertTriangle, Info } from 'lucide-react'
+import { api } from '@/lib/api'
+import { QK } from '@/lib/queryKeys'
+
+// 无除权因子能力时的同步前置确认。
+// 背景: 除权因子不可用时同步静默降级 —— 日K按不复权价入库、enriched 直接用
+// raw 价算指标 (pipeline 契约), 后续发生除权事件已有数据需重新校准。
+// 该降级无任何运行期提示, 故在同步入口处前置拦截告知一次。
+
+const NO_REMIND_KEY = 'tsp_adj_factor_no_remind'
+
+/**
+ * 同步入口的除权因子门控。
+ * guard(run): 除权因子能力可用 (或矩阵未加载完成 fail-open / 用户已选不再提示) 时直接执行,
+ * 否则弹二次确认; dialog 需渲染在调用方页面根部。
+ */
+export function useAdjFactorSyncGate() {
+  const matrix = useQuery({
+    queryKey: QK.capabilityMatrix,
+    queryFn: api.capabilityMatrix,
+    staleTime: 60_000,
+  })
+  const [pending, setPending] = useState<{ run: () => void } | null>(null)
+  const [noRemind, setNoRemind] = useState(() => {
+    try { return localStorage.getItem(NO_REMIND_KEY) === '1' } catch { return false }
+  })
+
+  const adjRoute = matrix.data?.capabilities.find(c => c.id === 'adj_factor')
+  // 矩阵未加载完成时不拦截 (fail-open): 首次同步流程不被慢请求卡住
+  const adjUsable = matrix.isLoading || !matrix.data ? true : (adjRoute?.usable ?? true)
+
+  const guard = (run: () => void) => {
+    if (adjUsable || noRemind) { run(); return }
+    setPending({ run })
+  }
+
+  const dialog = pending ? (
+    <div className="fixed inset-0 z-50 flex items-center justify-center">
+      <motion.div
+        initial={{ opacity: 0 }}
+        animate={{ opacity: 1 }}
+        exit={{ opacity: 0 }}
+        transition={{ duration: 0.15 }}
+        className="absolute inset-0 bg-black/60 backdrop-blur-sm"
+        onClick={() => setPending(null)}
+      />
+      <motion.div
+        initial={{ opacity: 0, scale: 0.95, y: 12 }}
+        animate={{ opacity: 1, scale: 1, y: 0 }}
+        exit={{ opacity: 0, scale: 0.97, y: 8 }}
+        transition={{ duration: 0.2, ease: [0.16, 1, 0.3, 1] }}
+        className="relative w-[90vw] max-w-[420px] rounded-card border border-border bg-base shadow-2xl p-6"
+      >
+        <div className="flex items-start gap-3">
+          <div className="shrink-0 h-10 w-10 rounded-full bg-warning/12 flex items-center justify-center">
+            <AlertTriangle className="h-5 w-5 text-warning" />
+          </div>
+          <div className="min-w-0">
+            <h3 className="text-sm font-semibold text-foreground mb-1.5">当前无除权因子能力</h3>
+            <p className="text-xs text-secondary leading-relaxed">
+              本次同步的日K将以<span className="text-foreground font-medium">不复权价格</span>入库并计算指标,
+              K 线可能包含除权跳空。后续配置除权因子能力后重新同步, 才能得到前复权口径的数据。
+            </p>
+            <div className="mt-2 flex items-start gap-1.5 text-[11px] text-warning">
+              <Info className="h-3.5 w-3.5 shrink-0 mt-px text-warning" />
+              <span>若期间发生除权(分红/送转)事件, 已有数据需要重新校准。</span>
+            </div>
+            <label className="mt-3 flex items-center gap-1.5 text-[11px] text-muted cursor-pointer select-none">
+              <input
+                type="checkbox"
+                checked={noRemind}
+                onChange={e => setNoRemind(e.target.checked)}
+                className="h-3 w-3 accent-accent cursor-pointer"
+              />
+              不再提示
+            </label>
+          </div>
+        </div>
+        <div className="mt-5 flex justify-end gap-2">
+          <button
+            onClick={() => setPending(null)}
+            className="px-4 h-9 rounded-btn text-sm text-secondary hover:text-foreground hover:bg-elevated transition-colors"
+          >
+            取消
+          </button>
+          <button
+            onClick={() => {
+              try { localStorage.setItem(NO_REMIND_KEY, noRemind ? '1' : '0') } catch { /* 私隐模式等场景静默 */ }
+              pending.run()
+              setPending(null)
+            }}
+            className="px-4 h-9 rounded-btn bg-accent text-white text-sm font-medium hover:bg-accent/90 transition-colors"
+          >
+            仍然同步
+          </button>
+        </div>
+      </motion.div>
+    </div>
+  ) : null
+
+  return { guard, dialog }
+}

frontend/src/pages/Dashboard.tsx

@@ -12,6 +12,7 @@ import { useDataStatus, useCapabilities, useSettings, usePreferences } from '@/l
 import { SealedBadge } from '@/components/SealedBadge'
 import { StockPreviewDialog } from '@/components/StockPreviewDialog'
 import { SettingsModal } from '@/components/data/SettingsModal'
+import { useAdjFactorSyncGate } from '@/components/AdjFactorSyncGate'
 import { STAGE_LABELS } from '@/components/data/ActiveJobCard'
 import { cn } from '@/lib/cn'
 import { cnSignal } from '@/lib/signals'
@@ -628,6 +629,8 @@ export function Dashboard() {
   const fetchSucceeded = fetchStatus.data?.status === 'succeeded'
 
   // 首次使用且无数据 → 自动弹一次引导弹窗(同会话只弹一次)
+  // 「开始获取」前若无除权因子能力, 先弹前置确认 (adjGate.guard)
+  const adjGate = useAdjFactorSyncGate()
   useEffect(() => {
     if (!hasNoData) return
     if (settings.data?.onboarding_completed === false) return  // 还在引导流程中,不重复弹
@@ -722,12 +725,16 @@ export function Dashboard() {
             providerLabel={providerLabel}
             onClose={() => setShowWelcomeModal(false)}
             onStart={() => {
-              startFetch.mutate()
+              adjGate.guard(() => {
-              setShowWelcomeModal(false)
+                startFetch.mutate()
+                setShowWelcomeModal(false)
+              })
             }}
           />
         )}
       </AnimatePresence>
+      {/* 无除权因子能力时的同步前置确认 */}
+      {adjGate.dialog}
       <div className="relative mb-1.5 flex flex-wrap items-center justify-between gap-2 overflow-hidden rounded-card border border-border bg-gradient-to-r from-surface/90 to-surface/70 px-3 py-1.5 shadow-[0_1px_3px_hsl(var(--border)/0.4)] backdrop-blur-sm">
         <div className="pointer-events-none absolute left-0 top-0 h-full w-1 bg-gradient-to-b from-accent to-accent/20" aria-hidden />
         <div className="flex items-center gap-2">

frontend/src/pages/Data.tsx

@@ -33,6 +33,7 @@ import { useToggleRealtimeQuotes, useUpdateQuoteInterval } from '@/lib/useShared
 import { MissingCapChip, routeCapUsable, routeProviderDisplay, type RouteCapId } from '@/lib/capability-labels'
 import { QK } from '@/lib/queryKeys'
 import { PageHeader } from '@/components/PageHeader'
+import { useAdjFactorSyncGate } from '@/components/AdjFactorSyncGate'
 import { formatScheduleDatePart, formatScheduleTimePart, isToday } from '@/lib/format'
 
 // 拆分出的子组件
@@ -105,6 +106,9 @@ export function Data() {
     },
   })
 
+  // 无除权因子能力时同步前置确认 (静默降级告知)
+  const adjGate = useAdjFactorSyncGate()
+
   const [showClearConfirm, setShowClearConfirm] = useState(false)
   const clearData = useMutation({
     mutationFn: api.dataClear,
@@ -581,7 +585,7 @@ export function Data() {
               <span className="text-xs text-accent animate-pulse">首次使用请点击右侧按钮同步数据</span>
             )}
             <button
-              onClick={() => startSync.mutate()}
+              onClick={() => adjGate.guard(() => startSync.mutate())}
               disabled={isStarting}
               className="inline-flex items-center gap-1.5 px-3 py-1.5 rounded-btn bg-gradient-to-r from-accent/25 to-accent/10 border border-accent/30 text-accent text-xs font-medium hover:from-accent/35 hover:to-accent/20 disabled:opacity-40 transition-all duration-150"
             >
@@ -1153,6 +1157,7 @@ export function Data() {
 
       {/* 清除数据二次确认弹窗 */}
       <AnimatePresence>
+        {adjGate.dialog}
         {showClearConfirm && (
           <div className="fixed inset-0 z-50 flex items-center justify-center">
             <motion.div