feat(data): 全量分钟健康时策略页与监控注入切读本地分时

- 策略页: healthy 时解除分时列 100 只截断并 prefer_local 读本地分区
- 监控信号注入: 股票 healthy 时直接读本地当日分区, 免每分钟 bucket
  一次的全量 API 拉取; ETF 不在服务 universe, 不健康/读失败回落原路径
- minute-refresh status 增加 healthy 读侧新鲜度字段 (前端共享判断)
- 测试: 注入本地读 3 用例 (健康读本地/不健康回落/ETF 恒走 API)

backend/app/services/minute_refresh.py

@@ -298,7 +298,7 @@ class MinuteRefreshService:
     def is_healthy(self) -> bool:
         """读侧 freshness 判定: 本地 kline_minute 分区是否正被服务持续写入。
 
-        条件: 偏好开启 + 轮询线程存活 + 最近一轮距现在 ≤ max(2×间隔, 30s)。
+        条件: 偏好开启 + 轮询线程存活 + 最近一轮距现在 ≤ max(2*间隔, 30s)。
         健康时消费方 (自选分时等) 可信任本地分区、跳过批量补拉;
         连续失败轮不更新 last_round_at → 自动超时判不健康, 无需单独盯 last_error。
         """
@@ -325,6 +325,7 @@ class MinuteRefreshService:
         return {
             "enabled": enabled,
             "running": running,
+            "healthy": self.is_healthy(),
             "interval_seconds": preferences.get_minute_refresh_interval(),
             "capability_ok": self.capability_ok(),
             "custom_provider_active": self.custom_provider_active(),

backend/app/services/quote_service.py

@@ -1241,11 +1241,24 @@ class QuoteService:
         )
 
         capset = getattr(self._app_state, "capabilities", None)
-        support = intraday_monitor_support(capset)
-        if not support["available"] or len(symbols) > int(support["max_symbols"]):
-            return self._intraday_signal_evaluator.inject(enriched, [])
 
-        minute_df = fetch_intraday_monitor_batch(sorted(symbols), capset, now=now)
+        # 全量分钟健康时股票读本地分区 (服务按间隔持续落盘, 与 API 同一列契约),
+        # 免去每分钟 bucket 一次的全量 API 拉取; ETF 不在服务 universe 内,
+        # 本地读空/异常回落原 API 路径 (含能力与上限检查)
+        minute_df = pl.DataFrame()
+        if asset_type == "stock":
+            svc = getattr(self._app_state, "minute_refresh", None) if self._app_state else None
+            if svc is not None and svc.is_healthy() and self._repo is not None:
+                try:
+                    minute_df = self._repo.get_minute_batch(sorted(symbols), cn_today())
+                except Exception as e:  # 本地读异常回落 API
+                    logger.warning("分时信号本地读失败, 回退 API 路径: %s", e)
+                    minute_df = pl.DataFrame()
+        if minute_df.is_empty():
+            support = intraday_monitor_support(capset)
+            if not support["available"] or len(symbols) > int(support["max_symbols"]):
+                return self._intraday_signal_evaluator.inject(enriched, [])
+            minute_df = fetch_intraday_monitor_batch(sorted(symbols), capset, now=now)
         prev_close: dict[str, float] = {}
         available_cols = set(enriched.columns)
         for row in enriched.filter(pl.col("symbol").is_in(sorted(symbols))).iter_rows(named=True):

backend/tests/test_custom_provider_indices.py

@@ -11,6 +11,8 @@ from __future__ import annotations
 from types import SimpleNamespace
 from typing import ClassVar
 
+import polars as pl
+
 from app.services import quote_service as qs
 from app.services.index_const import CORE_INDEX_SYMBOLS
 
@@ -114,3 +116,76 @@ def test_custom_provider_index_fetch_error_is_soft(monkeypatch):
     service, captured = _service_with_provider(monkeypatch, _Boom())
     service._fetch_full_market_quotes()
     assert len(captured) == 1 and captured[0][0]["symbol"] == "600519.SH"
+
+
+# ---- 监控分时注入: 全量分钟健康时股票读本地分区 ----
+
+
+def _injection_env(monkeypatch, *, healthy, local_df, asset_type="stock", symbols=None):
+    """构造 _inject_intraday_signals 最小环境, 捕获传入 evaluator 的 minute_df。"""
+    symbols = symbols or {"600519.SH"}
+    service = qs.QuoteService()
+    service._repo = SimpleNamespace(
+        get_minute_batch=lambda syms, d: local_df,
+    )
+    engine = SimpleNamespace(
+        intraday_signal_symbols=lambda at: set(symbols) if at == asset_type else set(),
+    )
+    minute_svc = SimpleNamespace(is_healthy=lambda: healthy)
+    service._app_state = SimpleNamespace(minute_refresh=minute_svc)
+
+    import app.services.quote_service as qsm
+    api_calls: list[list[str]] = []
+    monkeypatch.setattr(
+        qsm, "_noop", qsm.__dict__.get("_noop", None), raising=False)  # 占位无操作
+    from app.services.kline_sync import intraday_monitor_support
+    monkeypatch.setattr(
+        "app.services.quote_service.logger", qsm.logger, raising=False)
+    # 打桩 API 拉取路径 (健康时不应被调)
+    import app.services.kline_sync as ks
+    monkeypatch.setattr(
+        ks, "fetch_intraday_monitor_batch",
+        lambda symbols, capset, *, now=None: (api_calls.append(list(symbols)), local_df)[1])
+    monkeypatch.setattr(
+        ks, "intraday_monitor_support",
+        lambda capset: {"available": True, "max_symbols": 200, "source": "minute_batch"})
+
+    evaluator = SimpleNamespace(
+        evaluate=lambda minute_df, **kw: (captured.append(minute_df), [])[1],
+        inject=lambda enriched, signals: enriched,
+    )
+    captured: list = []
+    service._intraday_signal_evaluator = evaluator
+    service._intraday_signal_bucket = {}
+    return service, engine, api_calls, captured
+
+
+def test_intraday_signals_read_local_when_healthy(monkeypatch):
+    """健康时股票读本地分区, 不触发 API 拉取。"""
+    local = pl.DataFrame({
+        "symbol": ["600519.SH"], "datetime": ["2026-01-15 09:31:00"],
+        "open": [100.0], "high": [101.0], "low": [99.0], "close": [100.5],
+        "volume": [1000.0], "amount": [100500.0],
+    })
+    service, engine, api_calls, captured = _injection_env(monkeypatch, healthy=True, local_df=local)
+    enriched = pl.DataFrame({"symbol": ["600519.SH"], "close": [100.5]})
+    service._inject_intraday_signals(enriched, engine, asset_type="stock")
+    assert api_calls == []          # 未走 API
+    assert captured and captured[0].height == 1  # evaluator 拿到本地数据
+
+
+def test_intraday_signals_fall_back_to_api_when_unhealthy(monkeypatch):
+    """不健康 (服务关/挂) 时回落原 API 拉取路径。"""
+    service, engine, api_calls, captured = _injection_env(monkeypatch, healthy=False, local_df=pl.DataFrame())
+    enriched = pl.DataFrame({"symbol": ["600519.SH"], "close": [100.5]})
+    service._inject_intraday_signals(enriched, engine, asset_type="stock")
+    assert api_calls == [["600519.SH"]]  # 走了 API
+
+
+def test_intraday_signals_etf_never_reads_local(monkeypatch):
+    """ETF 不在全量分钟 universe: 即使健康也走 API 路径。"""
+    service, engine, api_calls, captured = _injection_env(
+        monkeypatch, healthy=True, local_df=pl.DataFrame(), asset_type="etf", symbols={"510300.SH"})
+    enriched = pl.DataFrame({"symbol": ["510300.SH"], "close": [4.0]})
+    service._inject_intraday_signals(enriched, engine, asset_type="etf")
+    assert api_calls == [["510300.SH"]]

frontend/src/lib/api.ts

@@ -1803,6 +1803,8 @@ export const api = {
       available: boolean
       enabled?: boolean
       running?: boolean
+      /** 读侧 freshness: 本地分区正被服务持续写入 (前端据此切本地读/解除截断) */
+      healthy?: boolean
       interval_seconds?: number
       capability_ok?: boolean
       custom_provider_active?: boolean

frontend/src/pages/Screener.tsx

@@ -438,6 +438,14 @@ export function Screener() {
   )
   // 分时图依赖分钟K批量数据 (kline.minute.batch), 无数据时开了列也不拉
   const caps = useCapabilities()
+  // 全量分钟服务健康 (freshness 契约): 健康时本地分区按配置间隔持续落盘,
+  // 分时读本地不受批量上限约束 → 不截断 + prefer_local; 与监控设置页共享缓存
+  const refreshStatus = useQuery({
+    queryKey: ['minute-refresh-status'],
+    queryFn: api.minuteRefreshStatus,
+    refetchInterval: 15000,
+  })
+  const fullMinuteHealthy = !!refreshStatus.data?.healthy
   const hasMinuteBatch = !!caps.data?.capabilities?.['kline.minute.batch']
   const intradayVisible = !!intradayColumn && hasMinuteBatch && intradayChartVisible
 
@@ -456,11 +464,11 @@ export function Screener() {
     () => displayRows.map((r: any) => r.symbol),
     [displayRows],
   )
-  const intradayTruncated = intradayVisible && allIntradaySymbols.length > minuteBatchCap
-  // 截断到 batch 上限, 一次请求 = 一次数据源调用
+  // 拉模型 (走批量接口) 才截断到 batch 上限; 全量分钟健康时读本地分区无上限
+  const intradayTruncated = intradayVisible && !fullMinuteHealthy && allIntradaySymbols.length > minuteBatchCap
   const intradaySymbols = useMemo(
     () => intradayTruncated ? allIntradaySymbols.slice(0, minuteBatchCap) : allIntradaySymbols,
-    [allIntradaySymbols, intradayTruncated, minuteBatchCap],
+    [allIntradaySymbols, intradayTruncated, minuteBatchCap, fullMinuteHealthy],
   )
   const intradayRequestSymbols = useMemo(
     () => [...new Set(intradaySymbols)].sort(),
@@ -471,7 +479,7 @@ export function Screener() {
   const minuteBatch = useQuery({
     queryKey: QK.minuteBatch(intradaySymbolsKey),
     // 增量轮询: 读缓存以最后一根为 since 只拉新增, 本地合并为完整序列
-    queryFn: () => fetchMinuteBatchIncremental(qc, QK.minuteBatch(intradaySymbolsKey), intradayRequestSymbols),
+    queryFn: () => fetchMinuteBatchIncremental(qc, QK.minuteBatch(intradaySymbolsKey), intradayRequestSymbols, fullMinuteHealthy),
     enabled: intradayVisible && intradayRequestSymbols.length > 0,
     staleTime: 10_000,
     placeholderData: previousData => previousData,