fix(watchlist): 保留冷缓存自选占位行

backend/app/api/watchlist.py

@@ -126,9 +126,6 @@ def watchlist_enriched(
     etf_symbols = [s for s in symbols if s in etf_set]
 
     df_e, cache_date = repo.get_enriched_latest()
-    # 保持原契约: 自选含股票但股票 enriched 未就绪 (预热中) → 返回"未就绪"而非部分结果
-    if stock_symbols and df_e.is_empty():
-        return {"rows": [], "as_of": None, "elapsed_ms": 0}
 
     # 以自选列表为主表 LEFT JOIN enriched, 保证自选的每一只都返回一行;
     # 不在 enriched 缓存里的标的 (新股/冷门股/新用户未同步) 指标为 null, 前端渲染为 "—".
@@ -147,12 +144,13 @@ def watchlist_enriched(
     etf_date = None
     if etf_symbols:
         df_etf_all, etf_date = repo.get_enriched_latest_asset("etf")
+        etf_watchlist_df = pl.DataFrame({"symbol": etf_symbols})
         if not df_etf_all.is_empty():
             # ETF 同样以自选为主表 LEFT JOIN, 缺失标的指标为 null
-            etf_watchlist_df = pl.DataFrame({"symbol": etf_symbols})
             df_etf = etf_watchlist_df.join(df_etf_all, on="symbol", how="left")
-            if not df_etf.is_empty():
-                df = df_etf if df.is_empty() else pl.concat([df, df_etf], how="diagonal_relaxed")
+        else:
+            df_etf = etf_watchlist_df
+        df = df_etf if df.is_empty() else pl.concat([df, df_etf], how="diagonal_relaxed")
 
     # as_of 取两类缓存中较旧者, 避免把旧的 ETF 行标成股票缓存日期
     dates = [d for d in (cache_date if stock_symbols else None, etf_date) if d is not None]

backend/tests/test_watchlist_enriched_join.py

@@ -93,17 +93,19 @@ def test_watchlist_symbol_not_in_enriched_still_returned(monkeypatch):
 
 
 def test_all_watchlist_missing_from_enriched(monkeypatch):
-    """极端情况: 自选全是 enriched 没覆盖的 (新用户冷启动场景)."""
+    """股票 enriched 缓存未就绪时, 自选仍返回占位行."""
+    syms = ["000001", "000002"]
     monkeypatch.setattr(wl_api.watchlist, "list_symbols",
-                        lambda: [{"symbol": "000001"}, {"symbol": "000002"}])
+                        lambda: [{"symbol": s} for s in syms])
     repo = _FakeRepo(
-        enriched_df=pl.DataFrame(schema={"symbol": pl.Utf8}),  # 空 schema, 模拟未就绪
+        enriched_df=pl.DataFrame(schema={"symbol": pl.Utf8}),
         enriched_date=None,
     )
 
-    # 注: 原契约 stock_symbols 非空且 enriched 空 → 返回未就绪. 这是设计, 不变.
     res = wl_api.watchlist_enriched(_make_request(repo), ext_columns=None)
-    assert res["rows"] == []
+
+    assert [r["symbol"] for r in res["rows"]] == syms
+    assert all(r.get("close") is None for r in res["rows"])
     assert res["as_of"] is None
 
 
@@ -147,3 +149,66 @@ def test_etf_not_in_enriched_still_returned(monkeypatch):
 
     row_missing = next(r for r in res["rows"] if r["symbol"] == "599999")
     assert row_missing["close"] is None
+
+
+def test_all_etf_watchlist_missing_from_enriched(monkeypatch):
+    """ETF enriched 缓存未就绪时, 自选仍返回占位行."""
+    syms = ["510300", "599999"]
+    monkeypatch.setattr(wl_api.watchlist, "list_symbols",
+                        lambda: [{"symbol": s} for s in syms])
+    repo = _FakeRepo(
+        enriched_df=pl.DataFrame(schema={"symbol": pl.Utf8}),
+        enriched_date=None,
+        etf_df=pl.DataFrame(schema={"symbol": pl.Utf8}),
+        etf_date=None,
+        etf_set=set(syms),
+    )
+
+    res = wl_api.watchlist_enriched(_make_request(repo), ext_columns=None)
+
+    assert [r["symbol"] for r in res["rows"]] == syms
+    assert all(r.get("close") is None for r in res["rows"])
+    assert res["as_of"] is None
+
+
+def test_mixed_watchlist_keeps_pending_stock_rows(monkeypatch):
+    """股票缓存未就绪不应影响 ETF 行, 且保持自选原始顺序."""
+    syms = ["510300", "000001", "510500"]
+    monkeypatch.setattr(wl_api.watchlist, "list_symbols",
+                        lambda: [{"symbol": s} for s in syms])
+    repo = _FakeRepo(
+        enriched_df=pl.DataFrame(schema={"symbol": pl.Utf8}),
+        enriched_date=None,
+        etf_df=_enriched_df([("510300", 4.0, 0.5, 1e8), ("510500", 6.0, -0.2, 2e8)]),
+        etf_date="2026-07-08",
+        etf_set={"510300", "510500"},
+    )
+
+    res = wl_api.watchlist_enriched(_make_request(repo), ext_columns=None)
+
+    assert [r["symbol"] for r in res["rows"]] == syms
+    assert next(r for r in res["rows"] if r["symbol"] == "000001").get("close") is None
+    assert next(r for r in res["rows"] if r["symbol"] == "510300")["close"] == 4.0
+    assert res["as_of"] == "2026-07-08"
+
+
+def test_mixed_watchlist_keeps_pending_etf_rows(monkeypatch):
+    """ETF 缓存未就绪不应影响股票行, 且保持自选原始顺序."""
+    syms = ["510300", "000001", "510500"]
+    monkeypatch.setattr(wl_api.watchlist, "list_symbols",
+                        lambda: [{"symbol": s} for s in syms])
+    repo = _FakeRepo(
+        enriched_df=_enriched_df([("000001", 15.0, 0.3, 2e9)]),
+        enriched_date="2026-07-08",
+        etf_df=pl.DataFrame(schema={"symbol": pl.Utf8}),
+        etf_date=None,
+        etf_set={"510300", "510500"},
+    )
+
+    res = wl_api.watchlist_enriched(_make_request(repo), ext_columns=None)
+
+    assert [r["symbol"] for r in res["rows"]] == syms
+    assert next(r for r in res["rows"] if r["symbol"] == "000001")["close"] == 15.0
+    assert all(next(r for r in res["rows"] if r["symbol"] == symbol).get("close") is None
+               for symbol in ("510300", "510500"))
+    assert res["as_of"] == "2026-07-08"