feat: ETF 支持(选股 / 回测 / 监控) (#61)

* feat(screener): 选股引擎支持 ETF

- 12 个内置策略打 asset_types 白名单 + strategy_supports_asset;涨停类
  (连板/断板反包)仅股票,其余 10 个技术类对 ETF 开放
- ScreenerService(repo, asset_type) 分流取数,ETF 复用 kline_etf_enriched,
  跳过股票专用历史缓存与涨停信号;进程级 _history_cache key 含 asset_type
- API /run、/run_preset 透传 asset_type;/strategies 按资产过滤;
  股票专有策略在 ETF 下返回空
- 新增 enriched_dirname(asset_type) 共享 helper;get_enriched_latest_asset
  增 refresh 参数(供轮询线程避免冷缓存同步重算)
- 前端「策略」页加 股票/ETF 切换,ETF 走实时单跑(空日期→用 ETF 自身最新日);
  QK.screenerStrategies 按 asset_type keyed
- 测试:test_screener_etf.py

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* feat(backtest): 回测支持 ETF(个股/因子/策略组合)

- 三条回测路径 + 共用 BacktestEngine 面板加载按 asset_type 路由到
  kline_etf_enriched(复用 enriched_dirname);PanelCache key 隔离资产;
  ETF 跳过股票专用 get_enriched_range 缓存
- 面板 compute_all/名称 JOIN 按 asset_type 取维表(get_instruments_asset),
  修复 ETF 策略回测用错股票维表致名称为空/涨停信号算错
- BacktestConfig/FactorConfig/StrategyBacktestConfig 增 asset_type
- 三个回测 API + SSE stream 透传 asset_type;_make_job_key 纳入 asset_type
  (修复 stream 与 cancel job_key 不对齐致取消失效的回归)
- 前端策略组合页/因子页加 股票/ETF 切换,标的搜索与策略列表跟随资产;
  assetType 持久化
- 测试:test_backtest_etf.py(含 job_key 一致性回归);既有回测测试替身同步

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* feat(monitor): 监控规则支持 ETF

- engine.evaluate(df, asset_type) 按规则 asset_type 分轮评估;quote_service
  增开 ETF 评估轮(用 ETF enriched 快照),股票轮不受影响、不重置其策略结果
- ETF 评估轮独立 try(异常不丢弃已算出的股票告警)+ refresh=False(不在轮询
  线程触发 ETF 冷缓存同步重算)
- ETF 版历史加载器(main.py 注入)+ 按规则 asset_type 选加载器
- _strategy_pools 按 (sid, asset_type) 键,避免同策略股票/ETF 规则互相覆盖
- name_map 仅在有 ETF 规则时补 ETF 维表, setdefault 保股票名优先
- RuleModel/normalize 增 asset_type(默认 stock,持久化往返)
- 前端 RuleEditor 加 股票/ETF 选择,策略列表与标的搜索跟随资产
- 测试:test_monitor_etf.py

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* feat(etf): 前端 API 绑定透传 asset_type + 文档

- api.ts: screener/backtest 绑定加 assetType 参数,MonitorRule 类型加 asset_type
- docs/features.md: 标注选股/回测/监控的 ETF 支持范围与前提

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

* fix(reliability): 管道并发/原子写/能力探测/监控告警多处加固

后端可靠性专项修复(均带回归测试, backend 全套 64 passed):

并发与数据完整性:
- 盘后管道单飞: JobStore.create() 去重纳入 pending∨running, 关闭"两次快速点击"
  并发双跑窗口; 新增 _heavy_run_lock 执行槽挡住 reap 后僵尸线程并发写 parquet
- adj_factor/minute 全部改走原子写(tmp+replace), 消除 kill/断电致 all.parquet 损坏
- 分块拉取失败聚合 WARNING 可见化(不再静默当成功); 复权失败标的会保持旧价已提示

能力探测:
- 周期重探(60min)热更新 app.state.capabilities, 付费 Key 过期/续费无需重启即可见
- 瞬时探测失败(超时/连接/5xx, 按 _is_transient 判定)不降级、保留旧付费档;
  真 401/无权限仍正常降级回落 free-api

监控告警:
- 评估仅在连续竞价(9:30-11:30/13:00-15:00)+ 快照当日新鲜度下进行, 避开集合竞价/
  收盘后陈旧价与节假日误告警
- scope=sector fail-closed(validate 拒绝新建 + _apply_scope 返回空), 修复板块规则
  对全市场刷屏
- 飞书 webhook 加退避重试并移到独立线程池 fire-and-forget, 不再阻塞行情轮询线程

单标的新鲜度: 新增 repo.symbols_lagging() 检测掉队标的并 WARNING + 计入 job 结果

Co-Authored-By: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

---------

Co-authored-by: Claude Opus 4.8 (1M context) <noreply@anthropic.com>

backend/app/api/backtest.py

@@ -86,6 +86,7 @@ class BacktestRequest(BaseModel):
     fees_pct: float = 0.0002
     slippage_bps: float = 5
     matching: Literal["close_t", "open_t+1"] = "close_t"
+    asset_type: str = "stock"
 
 
 @router.post("/run")
@@ -107,6 +108,7 @@ def run(req: BacktestRequest, request: Request):
         fees_pct=req.fees_pct,
         slippage_bps=req.slippage_bps,
         matching=req.matching,
+        asset_type=req.asset_type,
     )
     try:
         result = svc.run(cfg)
@@ -140,6 +142,7 @@ class FactorBacktestRequest(BaseModel):
     weight: Literal["equal", "factor_weight"] = "equal"
     fees_pct: float = 0.0002
     slippage_bps: float = 5.0
+    asset_type: str = "stock"
 
 
 @router.post("/factor/run")
@@ -170,6 +173,7 @@ def factor_run(req: FactorBacktestRequest, request: Request):
         weight=req.weight,
         fees_pct=req.fees_pct,
         slippage_bps=req.slippage_bps,
+        asset_type=req.asset_type,
     )
     result = svc.run(cfg)
     return asdict(result)
@@ -200,6 +204,7 @@ class StrategyBacktestRequest(BaseModel):
     position_sizing: Literal["equal", "score_weight"] = "equal"
     mode: Literal["position", "full"] = "position"
     holding_days: int = 5
+    asset_type: str = "stock"
 
 
 @router.post("/strategy/run")
@@ -235,6 +240,7 @@ def strategy_run(req: StrategyBacktestRequest, request: Request):
         position_sizing=req.position_sizing,
         mode=req.mode,
         holding_days=req.holding_days,
+        asset_type=req.asset_type,
     )
     result = svc.run(cfg)
     return asdict(result)
@@ -282,8 +288,9 @@ def _make_job_key(
     params: str | None, overrides: str | None,
     mode: str = "position", holding_days: int = 5,
     commission_pct: float | None = None, stamp_tax_pct: float | None = None,
+    asset_type: str = "stock",
 ) -> str:
-    raw = f"{strategy_id}|{symbols}|{start}|{end}|{matching}|{entry_fill}|{exit_fill}|{fees_pct}|{slippage_bps}|{max_positions}|{max_exposure_pct}|{initial_capital}|{position_sizing}|{params}|{overrides}|{mode}|{holding_days}|{commission_pct}|{stamp_tax_pct}"
+    raw = f"{strategy_id}|{symbols}|{start}|{end}|{matching}|{entry_fill}|{exit_fill}|{fees_pct}|{slippage_bps}|{max_positions}|{max_exposure_pct}|{initial_capital}|{position_sizing}|{params}|{overrides}|{mode}|{holding_days}|{commission_pct}|{stamp_tax_pct}|{asset_type}"
     return hashlib.md5(raw.encode()).hexdigest()[:12]
 
 
@@ -309,6 +316,7 @@ async def strategy_stream(
     overrides: str | None = None,
     mode: str = "position",
     holding_days: int = 5,
+    asset_type: str = "stock",
 ):
     """SSE 流式策略回测: 实时推送进度, 完成后推送结果, 支持重连 (刷新/切页后恢复)。
 
@@ -349,6 +357,7 @@ async def strategy_stream(
         params, overrides,
         mode, holding_days,
         commission_pct, stamp_tax_pct,
+        asset_type=asset_type,
     )
 
     _cleanup_stale_jobs()
@@ -391,6 +400,7 @@ async def strategy_stream(
                 position_sizing=position_sizing,
                 mode=mode,
                 holding_days=int(holding_days),
+                asset_type=asset_type,
             )
 
             def _run_backtest():
@@ -481,6 +491,7 @@ async def strategy_cancel(request: Request):
         int(_get("holding_days", "5")),
         commission_pct=_get_opt_float("commission_pct"),
         stamp_tax_pct=_get_opt_float("stamp_tax_pct"),
+        asset_type=_get("asset_type", "stock"),
     )
     job = _running_jobs.get(job_key)
     if job and not job.done: