feat(data): 统一多市场财经新闻与披露

README.md

@@ -235,6 +235,7 @@ Where each capability stands today. Live module inventory and the end-to-end dec
 | ✅ Shipped | Scheduler / cron agent mode | D-9 | `scheduler_jobs` + advisory lock + `/api/scheduler/*` management plane |
 | ✅ Shipped | RiskGuard per-account isolation | D-9.1a | `RiskGuardFactory` removes cross-account state bleed |
 | ✅ Shipped | Multi-market data sources — web search + financial fundamentals | D-10 | zero-key DDGS web search · `baostock` is the logical A-share venue: Tencent HTTPS bars/ticker + Baostock fundamentals/calendar/constituents; yfinance covers global markets including HK · analyst integration + fallback · per-market lookbackDays |
+| ✅ Shipped | Unified multi-market financial news | D-12 | `GET /news` + `data.get_news` · Eastmoney / SEC / HKEX / Crypto feeds · current-snapshot `as_of` filtering with explicit incomplete-history coverage · observable provider failures · explicit index/ETF proxy labels for market-level stock news |
 | ✅ Shipped | Risk engine — all 5 rules live in HTTP path | D-9 closed | `closed_trades` writes from HTTP order flow; `RoutingCalendar` for US equity + crypto; all trade-based rules trigger on real data |
 | ✅ Shipped | `askUserChoice` — `ask` permission path | D-11 (issue #2) | pending-permission flow resolves the `ask` state (no longer a workaround) |
 | ✅ Shipped | `permissions.yaml` configuration | D-11 (issue #4) | `config/permissions.default.yaml` + `yaml_loader.ts` replace the hard-coded `defaults.ts` |

README.zh-CN.md

@@ -233,6 +233,7 @@ Inalpha 把*调度*和*算力*分开：agent runtime 负责扇出网格、聚合
 | ✅ 已上线 | Scheduler / cron agent 模式 | D-9 | `scheduler_jobs` + advisory lock + `/api/scheduler/*` 管理面 |
 | ✅ 已上线 | RiskGuard 账户级隔离 | D-9.1a | `RiskGuardFactory` 去除跨账户状态串联 |
 | ✅ 已上线 | 多市场数据源 — web 搜索 + 财报基本面 | D-10 | DDGS 零 key web search · `baostock` 是 A 股逻辑 venue：腾讯 HTTPS 行情/最新价 + Baostock 基本面/日历/成分；yfinance 覆盖全球（含港股）· analyst 接入 + 兜底 · lookbackDays 按市场分化 |
+| ✅ 已上线 | 统一多市场财经新闻 | D-12 | `GET /news` + `data.get_news` · 东财 / SEC / HKEX / Crypto feed · 当前来源快照上的 `as_of` 截止过滤并显式标注历史覆盖不足 · provider 故障可观察 · 股票市场级新闻明确标注指数/ETF 代理口径 |
 | ✅ 已上线 | 风控引擎 — 5 条规则全在 HTTP 路径激活 | D-9 收口 | `closed_trades` 由 HTTP 订单流写入；`RoutingCalendar` 覆盖美股 + crypto；trade-based 规则全在真实数据上触发 |
 | ✅ 已上线 | `askUserChoice` — `ask` 权限路径 | D-11（issue #2） | pending-permission 流程把 `ask` 状态从 workaround 救回（已收口） |
 | ✅ 已上线 | `permissions.yaml` 配置化 | D-11（issue #4） | `config/permissions.default.yaml` + `yaml_loader.ts` 替代 `defaults.ts` 硬编码 |

apps/dashboard/messages/en.json

@@ -473,6 +473,18 @@
     "toolResult": "output",
     "errorGeneric": "Agent reply failed. Please retry — likely an upstream LLM error or dropped stream.",
     "errorDismiss": "Dismiss",
+    "marketNews": {
+      "partial": "Some sources failed.",
+      "snapshotOnly": "The historical window is not fully covered.",
+      "empty": "No news data available.",
+      "providerFailure": "{provider}: {status}",
+      "status": {
+        "timeout": "timed out",
+        "rate_limited": "rate limited",
+        "upstream_error": "upstream error",
+        "unsupported": "unsupported scope"
+      }
+    },
     "context": {
       "viewing": "Viewing",
       "dismiss": "Don't include this page",

apps/dashboard/messages/zh.json

@@ -473,6 +473,18 @@
     "toolResult": "输出",
     "errorGeneric": "Agent 回复失败，请重试 —— 多半是上游 LLM 报错或连接中断。",
     "errorDismiss": "关闭",
+    "marketNews": {
+      "partial": "部分来源失败。",
+      "snapshotOnly": "历史窗口覆盖不完整。",
+      "empty": "暂无可用新闻数据。",
+      "providerFailure": "{provider}：{status}",
+      "status": {
+        "timeout": "请求超时",
+        "rate_limited": "触发限流",
+        "upstream_error": "上游错误",
+        "unsupported": "不支持该范围"
+      }
+    },
     "context": {
       "viewing": "正在看",
       "dismiss": "不带本页上下文",

apps/dashboard/src/components/chat/tool-views/MarketAttributionViews.tsx

@@ -1,5 +1,7 @@
 "use client";
 
+import { useTranslations } from "next-intl";
+
 import { cn } from "@/lib/cn";
 
 import { shortTimestamp } from "./format";
@@ -22,19 +24,68 @@ interface NewsItem {
   summary?: string;
   published_at?: string | null;
   related_codes?: string[];
+  symbols?: string[];
 }
 
-export function isMarketNews(v: unknown): v is { items: NewsItem[] } {
-  if (!isObj(v) || !Array.isArray(v.items) || v.items.length === 0) return false;
+interface NewsProviderStatus {
+  provider: string;
+  status: string;
+  coverage?: string;
+}
+
+interface MarketNewsPayload {
+  items: NewsItem[];
+  providers?: NewsProviderStatus[];
+  is_partial?: boolean;
+  coverage_complete?: boolean;
+  error?: string;
+}
+
+export function isMarketNews(v: unknown): v is MarketNewsPayload {
+  if (!isObj(v) || typeof v.error === "string" || !Array.isArray(v.items)) return false;
+  const hasNewsState =
+    Array.isArray(v.providers) ||
+    typeof v.is_partial === "boolean" ||
+    typeof v.coverage_complete === "boolean";
+  if (v.items.length === 0) return hasNewsState;
   return v.items.every((it) => isObj(it) && typeof it.title === "string");
 }
 
 const NEWS_CAP = 8;
 
-export function MarketNewsView({ v }: { v: { items: NewsItem[] } }) {
+const NEWS_PROVIDER_FAILURES = new Set([
+  "timeout",
+  "rate_limited",
+  "upstream_error",
+  "unsupported",
+]);
+
+export function MarketNewsView({ v }: { v: MarketNewsPayload }) {
+  const t = useTranslations("chat.marketNews");
   const items = v.items.slice(0, NEWS_CAP);
+  const unavailable = (v.providers ?? []).filter((provider) =>
+    NEWS_PROVIDER_FAILURES.has(provider.status),
+  );
   return (
     <div className="flex flex-col">
+      {(v.is_partial || v.coverage_complete === false || unavailable.length > 0) && (
+        <div className="mb-1.5 rounded-sm border border-gold/30 bg-gold/5 px-2 py-1 font-mono text-[9px] leading-relaxed text-gold/90">
+          {v.is_partial && t("partial")}
+          {v.coverage_complete === false && ` ${t("snapshotOnly")}`}
+          {unavailable.length > 0 &&
+            ` ${unavailable
+              .map((provider) =>
+                t("providerFailure", {
+                  provider: provider.provider,
+                  status: t(`status.${provider.status}`),
+                }),
+              )
+              .join(" · ")}`}
+        </div>
+      )}
+      {items.length === 0 && (
+        <div className="font-mono text-[10px] text-fg-muted/60">{t("empty")}</div>
+      )}
       {items.map((n, i) => (
         <div key={i} className="border-b border-border-subtle/50 py-1.5 first:pt-0 last:border-b-0">
           <div className="flex items-baseline gap-2">

apps/dashboard/src/components/chat/tool-views/index.tsx

@@ -110,6 +110,7 @@ export function resolveToolView(toolName: string, v: unknown): ReactNode | null
     case "factor_evaluate_candidate":
     case "factor_custom_score":
       return isCustomFactor(v) ? <CustomFactorView c={v} /> : null;
+    case "data_get_news":
     case "data_get_market_news":
       return isMarketNews(v) ? <MarketNewsView v={v} /> : null;
     case "data_get_market_sectors":

apps/dashboard/src/components/overview/OrdersTable.tsx

@@ -3,12 +3,14 @@
 import { useLocale, useTranslations } from "next-intl";
 
 import type { OrderRecord } from "@/lib/types";
+import { useRouter } from "@/i18n/navigation";
 import { cn } from "@/lib/cn";
+import { sortOrdersNewestFirst } from "@/lib/orders";
 import {
+  fmtDateTime,
   fmtNum,
   fmtQty,
   fmtSigned,
-  fmtTime,
   instrumentLabel,
   pnlColor,
 } from "@/lib/format";
@@ -27,6 +29,8 @@ export function OrdersTable({
   const t = useTranslations("overview.orders");
   const tc = useTranslations("common");
   const locale = useLocale();
+  const router = useRouter();
+  const sortedOrders = sortOrdersNewestFirst(orders);
 
   return (
     // h-full:总览里与策略池并排,grid stretch 下两卡等高。
@@ -59,13 +63,31 @@ export function OrdersTable({
               </TableHeadRow>
             </thead>
             <tbody>
-              {orders.map((o) => (
+              {sortedOrders.map((o) => (
                 <tr
                   key={o.client_order_id}
-                  className="border-t border-border-subtle/60 hover:bg-bg-elev/30"
+                  className={cn(
+                    "border-t border-border-subtle/60 transition-colors hover:bg-bg-elev/30",
+                    o.strategy_run_id && "cursor-pointer focus-visible:outline-none focus-visible:ring-1 focus-visible:ring-cyan",
+                  )}
+                  onClick={() => {
+                    if (o.strategy_run_id) router.push(`/runners/${o.strategy_run_id}`);
+                  }}
+                  onKeyDown={(event) => {
+                    if (!o.strategy_run_id || (event.key !== "Enter" && event.key !== " ")) return;
+                    event.preventDefault();
+                    router.push(`/runners/${o.strategy_run_id}`);
+                  }}
+                  tabIndex={o.strategy_run_id ? 0 : undefined}
+                  role={o.strategy_run_id ? "link" : undefined}
+                  aria-label={
+                    o.strategy_run_id
+                      ? `${fmtDateTime(o.ts_event, locale)} · ${instrumentLabel(o.symbol, o.venue)}`
+                      : undefined
+                  }
                 >
-                  <Td mono muted>
-                    {fmtTime(o.ts_event, locale)}
+                  <Td mono muted className="whitespace-nowrap">
+                    {fmtDateTime(o.ts_event, locale)}
                   </Td>
                   <Td>
                     <span className="font-medium text-fg">

apps/dashboard/src/lib/orders.test.ts

@@ -0,0 +1,42 @@
+import { describe, expect, it } from "vitest";
+
+import type { OrderRecord } from "./types";
+import { sortOrdersNewestFirst } from "./orders";
+
+function order(clientOrderId: string, tsEvent: string): OrderRecord {
+  return {
+    client_order_id: clientOrderId,
+    venue: "binance",
+    symbol: "BTC/USDT",
+    side: "BUY",
+    type: "MARKET",
+    quantity: 1,
+    price: null,
+    status: "FILLED",
+    filled_quantity: 1,
+    avg_fill_price: 100,
+    fee: 0,
+    notional: 100,
+    realized_pnl: 0,
+    ts_event: tsEvent,
+    ts_init: tsEvent,
+    trade_plan_id: null,
+    strategy_run_id: "00000000-0000-0000-0000-000000000001",
+  };
+}
+
+describe("sortOrdersNewestFirst", () => {
+  it("sorts by event time descending without mutating the payload", () => {
+    const oldest = order("order-a", "2026-07-29T08:00:00Z");
+    const newest = order("order-b", "2026-07-31T08:00:00Z");
+    const middle = order("order-c", "2026-07-30T08:00:00Z");
+    const input = [oldest, newest, middle];
+
+    expect(sortOrdersNewestFirst(input).map((value) => value.client_order_id)).toEqual([
+      "order-b",
+      "order-c",
+      "order-a",
+    ]);
+    expect(input).toEqual([oldest, newest, middle]);
+  });
+});

apps/dashboard/src/lib/orders.ts

@@ -0,0 +1,9 @@
+import type { OrderRecord } from "@/lib/types";
+
+/** 返回新数组，按订单事件时间与稳定 ID 倒序。 */
+export function sortOrdersNewestFirst(orders: OrderRecord[]): OrderRecord[] {
+  return [...orders].sort((left, right) => {
+    const byTime = Date.parse(right.ts_event) - Date.parse(left.ts_event);
+    return byTime || right.client_order_id.localeCompare(left.client_order_id);
+  });
+}

apps/dashboard/src/lib/types.ts

@@ -72,6 +72,8 @@ export interface OrderRecord {
   ts_event: string;
   ts_init: string;
   trade_plan_id: string | null;
+  /** 模拟盘产生的订单关联对应 run；手工单为 null。 */
+  strategy_run_id: string | null;
 }
 
 /** 运行日志级别 —— 与后端 live_runner 写入一致。 */

docs/04-current-state.md

@@ -199,6 +199,16 @@ D-9 把决策护栏（Plan/Exec + 风控 + 沙盒）做扎实后，D-10 在**数
   `lookbackDays`（crypto 1h/4h ≈30d；A股/港股/日股 akshare 1d ≈180d；美股/全球指数
   yfinance 1d ≈90d），避免"30 天 K 线＜20 根交易日"无统计意义；research client
   超时放宽到 300s 给 A股慢路径留余量。
+- **统一多市场新闻**：`GET /news` 与 `data.get_news` 统一 `market_news` / `media` /
+  `disclosure` 契约，首批接入东财、SEC、HKEX 与 Crypto 专业 feed；股票市场级快讯
+  用代表指数/ETF 的 Yahoo 新闻代理并在条目中保留代理 ticker，不冒充完整新闻线。
+  `as_of` / `since` 只在当前 provider 快照上做截止过滤，不是历史新闻库；历史窗口用
+  `coverage_complete=false` 与逐 provider `coverage=snapshot_only` 显式标注覆盖不足，
+  不能把空结果解读为“当时没有新闻”。响应另保留逐 provider 状态、`is_partial` 与
+  来源等级；无 provider 覆盖的 market/symbol/kinds/language 组合返
+  `422 NEWS_SCOPE_NOT_SUPPORTED`。旧 `venue + symbol` 请求继续兼容。
+  `SentimentAnalyst` 与 `MacroAnalyst` 已消费结构化新闻，外部内容以不可执行证据块
+  送入 LLM，来源不可用时再显式降级 web 搜索。
 - **金融时效**：web/news 与基本面均无 API key 依赖；analyst 数据源不可用时降级到
   LLM-only 并标低 confidence，不静默用过时数据。
 

infra/migrations/versions/0037_strategy_run_decisions_order_index.py

@@ -0,0 +1,33 @@
+"""为订单查询增加模拟盘 run 反向引用索引。
+
+订单与模拟盘通过 strategy_run_decisions.order_id 软关联。组合总览需要从最近订单跳转到
+对应 run；部分索引避免订单列表对不断增长的决策表做全表扫描。
+"""
+from __future__ import annotations
+
+from alembic import op
+
+revision: str = "0037"
+down_revision: str | None = "0036"
+branch_labels: str | tuple[str, ...] | None = None
+depends_on: str | tuple[str, ...] | None = None
+
+
+def upgrade() -> None:
+    """给非空 order_id 并发建立反向引用索引，避免阻塞持续写入。"""
+    with op.get_context().autocommit_block():
+        op.execute(
+            "DROP INDEX CONCURRENTLY IF EXISTS strategy_run_decisions_order_idx"
+        )
+        op.execute(
+            "CREATE INDEX CONCURRENTLY strategy_run_decisions_order_idx "
+            "ON strategy_run_decisions (order_id) WHERE order_id IS NOT NULL"
+        )
+
+
+def downgrade() -> None:
+    """并发删除订单反向引用索引。"""
+    with op.get_context().autocommit_block():
+        op.execute(
+            "DROP INDEX CONCURRENTLY IF EXISTS strategy_run_decisions_order_idx"
+        )

packages/orchestration/skills/cn-equity-research/SKILL.md

@@ -29,7 +29,8 @@ fail 就 stop，不跨层补救**。同一结论要多源交叉验证，不信
 | 行业板块涨跌幅榜（顺风 / 逆风） | `data.get_market_sectors` |
 | 当日强势股 + 题材标签（主线确认） | `data.get_market_movers` |
 | 沪深港通资金流向（市场级资金面） | `data.get_market_moneyflow` |
-| 个股新闻 / 公告 / 研报线索 | `web.search_news`、`web.search` |
+| 个股新闻 / 官方公告 | `data.get_news`（先看 provider / coverage；返回 URL 再 `web.fetch`） |
+| 研报线索或 `data.get_news` 无覆盖 / 故障降级 | `web.search_news`、`web.search` |
 | **核一手来源原文**（公告 / 研报 / 新闻正文 + 日期） | `web.fetch` |
 | 临时计算（PEG / 消化年限等公式） | `sandbox.run_code`（或心算后写明算式） |
 | 深度多视角研究（决定要不要建仓级别） | `research.deep_dive`（本 skill 之后的下一步） |

packages/orchestration/skills/earnings-analysis/SKILL.md

@@ -20,13 +20,15 @@ metadata:
 **训练记忆里的"最新财报"几乎必然过时。**开始前四步强制：
 
 1. 确认 as_of（runtime_facts 里的真实今天）
-2. `web.search_news` / `web.search` 搜该公司**最新**财报发布——禁止直接用记忆里的季度数据
+2. 先用 `data.search_symbol` 解析标的，再用 `data.get_news` 查最新官方披露；无覆盖或
+   provider 故障时才降级 `web.search_news` / `web.search`——禁止直接用记忆里的季度数据
 3. 核对发布日期距 as_of 是否在 3 个月内；不在就换关键词再搜，或明确告诉用户"目标季度尚未发布/已过时"
 4. 关键来源（财报原文 / 业绩说明会记录 / 公司公告页）用 `web.fetch` 读正文，记录 published_at
 
 | 步骤 | 工具 |
 |---|---|
-| 找最新财报发布 / 业绩会 / 共识预期报道 | `web.search_news`、`web.search` |
+| 找最新官方财报披露 | `data.get_news`（disclosure；检查 provider / coverage） |
+| 找业绩会 / 共识预期报道，或结构化源降级 | `web.search_news`、`web.search` |
 | 读财报原文 / transcript / 公告正文 | `web.fetch` |
 | 公司名 → 代码 | `data.search_symbol` |
 | 核验财务指标（毛利 / 现金流 / 周转） | `data.get_fundamentals` |