fix(ext-pull): 拉取循环的状态回写不再清策略缓存

上修复 (keep_strategy_cache 沿数据写入链放行) 后线上复现: 每轮拉取
成功后 12ms 缓存仍被清空。clear_cache 新增调用链日志抓到真凶 —
ExtConfigStore.upsert 无条件触发 _invalidate_ext_derived: 调度器每轮
拉取要回写 last_run/last_status/next_run 共 2-3 次配置, 每次都全清
策略结果缓存, 绕过了已放行的数据写入链路。

upsert 增加 keep_strategy_cache 参数 (默认 False 保持 UI 保存配置/
手动变更的全清语义), 拉取循环内 4 处例行回写全部传 True。

backend/app/services/ext_data.py

@@ -293,7 +293,7 @@ class ExtConfigStore:
         except Exception:
             return None
 
-    def upsert(self, config: ExtConfig) -> None:
+    def upsert(self, config: ExtConfig, *, keep_strategy_cache: bool = False) -> None:
         config.updated_at = datetime.now().isoformat()
         cp = self._config_path(config.id)
         cp.parent.mkdir(parents=True, exist_ok=True)
@@ -301,8 +301,10 @@ class ExtConfigStore:
             json.dumps(config.to_dict(), ensure_ascii=False, indent=2),
             encoding="utf-8",
         )
-        # 字段集/模式变化会改变扩展列集合: 失效扩展帧缓存与策略结果缓存
-        _invalidate_ext_derived(self._base.parent)
+        # 字段集/模式变化会改变扩展列集合: 失效扩展帧缓存与策略结果缓存。
+        # 定时拉取循环的 last_run/next_run 例行回写传 keep_strategy_cache=True,
+        # 否则每轮拉取后策略页缓存被状态回写清空 (数据写入链路已另行放行)。
+        _invalidate_ext_derived(self._base.parent, keep_strategy_cache=keep_strategy_cache)
 
     def delete(self, config_id: str) -> bool:
         import shutil

backend/app/services/ext_pull.py

@@ -496,7 +496,7 @@ class PullScheduler:
                     fresh.pull.last_run = datetime.now(timezone.utc).isoformat()
                     fresh.pull.last_status = "skipped"
                     fresh.pull.last_message = "不在拉取时间窗口内"
-                    store.upsert(fresh)
+                    store.upsert(fresh, keep_strategy_cache=True)
                     logger.info("PullScheduler: %s skipped (outside time window)", config.id)
                     interval = max(pull.schedule_minutes * 60, 60)
                     await asyncio.sleep(interval)
@@ -513,7 +513,7 @@ class PullScheduler:
                     fresh.pull.last_status = "success"
                     fresh.pull.last_message = f"{n} rows @ {d}"
                     fresh.pull.last_rows = n
-                    store.upsert(fresh)
+                    store.upsert(fresh, keep_strategy_cache=True)
                     logger.info("PullScheduler: %s success, %d rows", config.id, n)
                 except Exception as e:
                     fresh2 = store.get(config.id)
@@ -521,7 +521,7 @@ class PullScheduler:
                         fresh2.pull.last_run = datetime.now(timezone.utc).isoformat()
                         fresh2.pull.last_status = "error"
                         fresh2.pull.last_message = str(e)[:200]
-                        store.upsert(fresh2)
+                        store.upsert(fresh2, keep_strategy_cache=True)
                     logger.warning("PullScheduler: %s error: %s", config.id, e)
 
                 # 间隔取自最新配置 (每次重新读取, 修复改间隔不生效)
@@ -533,7 +533,7 @@ class PullScheduler:
                     latest.pull.next_run = datetime.fromtimestamp(
                         next_dt, tz=UTC
                     ).isoformat()
-                    store.upsert(latest)
+                    store.upsert(latest, keep_strategy_cache=True)
 
                 await asyncio.sleep(interval)
                 if not self._running:

backend/tests/test_ext_factors.py

@@ -275,6 +275,33 @@ def test_routine_pull_keeps_strategy_cache_but_default_clears(data_dir):
     assert strategy_cache.read_cache(data_dir) is None
 
 
+def test_scheduler_status_upsert_keeps_strategy_cache(data_dir):
+    """定时拉取循环的 last_run/next_run 例行回写 (keep_strategy_cache=True)
+    不清策略结果缓存; UI 保存配置 (默认) 仍全清。
+
+    线上事故: 每轮拉取成功后 store.upsert(fresh) 状态回写触发全清, 数据
+    写入链路放行后 12ms 缓存仍被清空 —— 拉取循环内所有回写都须放行。
+    """
+    from app.services import strategy_cache
+    from app.services.ext_data import ExtConfigStore
+
+    cfg = _mk_config(data_dir, mode="timeseries")
+    store = ExtConfigStore(data_dir)
+    strategy_cache.write_cache(
+        data_dir, "2026-01-05",
+        {"s1": {"total": 1, "as_of": "2026-01-05", "rows": []}},
+    )
+
+    # 调度器例行回写 (last_run/next_run): 保留策略结果
+    store.upsert(cfg, keep_strategy_cache=True)
+    cached = strategy_cache.read_cache(data_dir) or {}
+    assert cached.get("results", {}).get("s1", {}).get("total") == 1
+
+    # UI 保存配置 (字段集可能变化): 默认全清
+    store.upsert(cfg)
+    assert strategy_cache.read_cache(data_dir) is None
+
+
 def test_config_field_change_invalidates_sync(data_dir):
     _mk_config(data_dir)
     ext_factors.ensure_synced(data_dir)