fix: 按需生成分享图并恢复基础设置中的选股开关

2026-09-20 10:53:33 +08:00 · 2026-08-02 20:59:13 +08:00
parent e430fcfe48
commit 3c849dec19
13 changed files with 103 additions and 107 deletions
--- a/.env.example
+++ b/.env.example
@@ -41,7 +41,7 @@ TUSHARE_TOKEN=
 # TICKFLOW_BATCH_DAILY_ENABLED=true   # 有权限时通过 TickFlow 批量预取日 K
 # TICKFLOW_BATCH_SIZE=100             # TickFlow 单次批量请求的最大标的数

-# 选股（参考 AlphaSift 实现，默认关闭；通常由 Web“开启选股”按钮维护）
+# 选股（参考 AlphaSift 实现，默认关闭；通常由 Web“基础设置”中的选股开关维护）
 SCREENING_ENABLED=false
 # 全市场快照源优先级；未配置时 DSA 会按是否配置 TUSHARE_TOKEN 自动注入：
 # - 有 TUSHARE_TOKEN：tushare,sina,efinance,akshare_em,em_datacenter
--- a/apps/dsa-web/src/components/layout/tests/SidebarNav.test.tsx
+++ b/apps/dsa-web/src/components/layout/tests/SidebarNav.test.tsx
@@ -37,7 +37,7 @@ vi.mock('../../theme/ThemeToggle', () => ({

 describe('SidebarNav', () => {
  it('hides the screening navigation item while Screening is disabled', () => {
-    mockGetScreeningStatus.mockResolvedValueOnce({ enabled: false, available: false });
+    mockGetScreeningStatus.mockResolvedValueOnce({ enabled: false, available: true });

    render(
      <MemoryRouter initialEntries={['/']}>
@@ -48,8 +48,8 @@ describe('SidebarNav', () => {
    expect(screen.queryByRole('link', { name: '选股' })).not.toBeInTheDocument();
  });

-  it('shows the screening navigation item when Screening is enabled', async () => {
-    mockGetScreeningStatus.mockResolvedValueOnce({ enabled: true, available: false });
+  it('shows screening directly after chat when Screening is enabled', async () => {
+    mockGetScreeningStatus.mockResolvedValueOnce({ enabled: true, available: true });

    render(
      <MemoryRouter initialEntries={['/']}>
@@ -58,26 +58,14 @@ describe('SidebarNav', () => {
    );

    expect(await screen.findByRole('link', { name: '选股' })).toHaveAttribute('href', '/screening');
-  });
-
-  it('places screening directly after chat when Screening is enabled', async () => {
-    mockGetScreeningStatus.mockResolvedValueOnce({ enabled: true, available: false });
-
-    render(
-      <MemoryRouter initialEntries={['/']}>
-        <SidebarNav />
-      </MemoryRouter>,
-    );
-
-    await screen.findByRole('link', { name: '选股' });
    const hrefs = screen.getAllByRole('link').map((link) => link.getAttribute('href'));
    expect(hrefs.slice(0, 5)).toEqual(['/', '/chat', '/screening', '/portfolio', '/decision-signals']);
  });

-  it('refreshes the screening navigation item after any config save event', async () => {
+  it('refreshes the controlled screening entry after config changes', async () => {
    mockGetScreeningStatus
-      .mockResolvedValueOnce({ enabled: false, available: false })
-      .mockResolvedValueOnce({ enabled: true, available: false });
+      .mockResolvedValueOnce({ enabled: false, available: true })
+      .mockResolvedValueOnce({ enabled: true, available: true });

    render(
      <MemoryRouter initialEntries={['/']}>
@@ -86,7 +74,7 @@ describe('SidebarNav', () => {
    );

    expect(screen.queryByRole('link', { name: '选股' })).not.toBeInTheDocument();
-    window.dispatchEvent(new Event('dsa-system-config-changed'));
+    window.dispatchEvent(new Event('screening-config-changed'));

    expect(await screen.findByRole('link', { name: '选股' })).toHaveAttribute('href', '/screening');
    await waitFor(() => expect(mockGetScreeningStatus.mock.calls.length).toBeGreaterThanOrEqual(2));
--- a/apps/dsa-web/src/components/report/ShareImageButton.tsx
+++ b/apps/dsa-web/src/components/report/ShareImageButton.tsx
@@ -47,12 +47,12 @@ export const ShareImageButton: React.FC<ShareImageButtonProps> = ({
    state: ShareState;
  }>(() => ({
    recordId: activeRecordId,
-    state: activeRecordId === undefined ? 'idle' : 'loading',
+    state: 'idle',
  }));
  const resetTimerRef = useRef<number | null>(null);
  const loadTokenRef = useRef(0);
  const cachedImageRef = useRef<{ recordId: number; blob: Blob } | null>(null);
-  const state = stateSnapshot.recordId === activeRecordId ? stateSnapshot.state : 'loading';
+  const state = stateSnapshot.recordId === activeRecordId ? stateSnapshot.state : 'idle';
  const setState = useCallback((nextState: ShareState) => {
    setStateSnapshot({ recordId: activeRecordId, state: nextState });
  }, [activeRecordId]);
@@ -63,11 +63,6 @@ export const ShareImageButton: React.FC<ShareImageButtonProps> = ({
    }
  }, []);

-  useEffect(() => () => {
-    loadTokenRef.current += 1;
-    clearResetTimer();
-  }, [clearResetTimer]);
-
  const scheduleReset = useCallback(() => {
    clearResetTimer();
    const scheduledRecordId = activeRecordId;
@@ -80,57 +75,41 @@ export const ShareImageButton: React.FC<ShareImageButtonProps> = ({
    }, 2200);
  }, [activeRecordId, clearResetTimer]);

-  const prepareShareImage = useCallback(() => {
-    if (activeRecordId === undefined) return;
-
-    const loadToken = loadTokenRef.current + 1;
-    loadTokenRef.current = loadToken;
-    cachedImageRef.current = null;
-    setState('loading');
-
-    void historyApi.getShareImage(activeRecordId).then((blob) => {
-      if (loadTokenRef.current !== loadToken) return;
-      cachedImageRef.current = { recordId: activeRecordId, blob };
-      setState('idle');
-    }).catch((error: unknown) => {
-      if (loadTokenRef.current !== loadToken) return;
-      console.error('Generate share image failed:', error);
-      setState('error');
-    });
-  }, [activeRecordId, setState]);
-
  useEffect(() => {
    clearResetTimer();
-    if (activeRecordId === undefined) return undefined;
-
-    const loadToken = loadTokenRef.current + 1;
-    loadTokenRef.current = loadToken;
+    loadTokenRef.current += 1;
    cachedImageRef.current = null;
-    void historyApi.getShareImage(activeRecordId).then((blob) => {
-      if (loadTokenRef.current !== loadToken) return;
-      cachedImageRef.current = { recordId: activeRecordId, blob };
-      setState('idle');
-    }).catch((error: unknown) => {
-      if (loadTokenRef.current !== loadToken) return;
-      console.error('Generate share image failed:', error);
-      setState('error');
-    });

    return () => {
      clearResetTimer();
      loadTokenRef.current += 1;
    };
-  }, [activeRecordId, clearResetTimer, setState]);
+  }, [activeRecordId, clearResetTimer]);

  const handleShare = useCallback(async () => {
    if (activeRecordId === undefined || state === 'loading') return;
-    const cachedImage = cachedImageRef.current;
-    if (!cachedImage || cachedImage.recordId !== activeRecordId) {
-      prepareShareImage();
-      return;
+    clearResetTimer();
+
+    let blob = cachedImageRef.current?.recordId === activeRecordId
+      ? cachedImageRef.current.blob
+      : null;
+
+    if (!blob) {
+      const loadToken = loadTokenRef.current + 1;
+      loadTokenRef.current = loadToken;
+      setState('loading');
+      try {
+        blob = await historyApi.getShareImage(activeRecordId);
+      } catch (error) {
+        if (loadTokenRef.current !== loadToken) return;
+        console.error('Generate share image failed:', error);
+        setState('error');
+        return;
+      }
+      if (loadTokenRef.current !== loadToken) return;
+      cachedImageRef.current = { recordId: activeRecordId, blob };
    }

-    const blob = cachedImage.blob;
    const filename = `${safeFilenamePart(reportTitle)}-${activeRecordId}.png`;
    const file = new File([blob], filename, { type: 'image/png' });
    const canShareFile = typeof navigator.share === 'function'
@@ -141,8 +120,6 @@ export const ShareImageButton: React.FC<ShareImageButtonProps> = ({
    try {
      if (canShareFile) {
        try {
-          // The image is preloaded before the click, so navigator.share() is
-          // invoked while this user-activation event is still active.
          await navigator.share({
            files: [file],
            title: reportTitle,
@@ -165,7 +142,7 @@ export const ShareImageButton: React.FC<ShareImageButtonProps> = ({
      console.error('Generate share image failed:', error);
      setState('error');
    }
-  }, [activeRecordId, prepareShareImage, reportTitle, scheduleReset, setState, state]);
+  }, [activeRecordId, clearResetTimer, reportTitle, scheduleReset, setState, state]);

  if (activeRecordId === undefined) return null;

--- a/apps/dsa-web/src/components/report/tests/ShareImageButton.test.tsx
+++ b/apps/dsa-web/src/components/report/tests/ShareImageButton.test.tsx
@@ -38,13 +38,14 @@ describe('ShareImageButton', () => {
      />,
    );

+    expect(mockedGetShareImage).not.toHaveBeenCalled();
+    fireEvent.click(screen.getByRole('button', { name: '分享' }));
    await waitFor(() => expect(mockedGetShareImage).toHaveBeenCalledWith(17));
-    fireEvent.click(await screen.findByRole('button', { name: '分享' }));
    await waitFor(() => expect(HTMLAnchorElement.prototype.click).toHaveBeenCalled());
    expect(screen.getByRole('button', { name: '已生成' })).toBeInTheDocument();
  });

-  it('preloads the PNG and invokes native sharing synchronously from the click', async () => {
+  it('generates the PNG after the click and then invokes native sharing', async () => {
    const nativeShare = vi.fn().mockResolvedValue(undefined);
    let resolveImage: ((blob: Blob) => void) | undefined;
    mockedGetShareImage.mockReturnValue(new Promise((resolve) => {
@@ -61,6 +62,12 @@ describe('ShareImageButton', () => {
      />,
    );

+    expect(screen.getByRole('button', { name: '分享' })).toBeEnabled();
+    expect(mockedGetShareImage).not.toHaveBeenCalled();
+    expect(nativeShare).not.toHaveBeenCalled();
+
+    fireEvent.click(screen.getByRole('button', { name: '分享' }));
+    expect(mockedGetShareImage).toHaveBeenCalledWith(18);
    expect(screen.getByRole('button', { name: '生成中...' })).toBeDisabled();
    expect(nativeShare).not.toHaveBeenCalled();

@@ -68,7 +75,6 @@ describe('ShareImageButton', () => {
      resolveImage?.(new Blob(['png'], { type: 'image/png' }));
    });

-    fireEvent.click(screen.getByRole('button', { name: '分享' }));
    expect(nativeShare).toHaveBeenCalledTimes(1);
    const sharePayload = nativeShare.mock.calls[0][0];
    expect(sharePayload.title).toBe('A股市场复盘');
@@ -89,6 +95,7 @@ describe('ShareImageButton', () => {
      />,
    );

+    expect(mockedGetShareImage).not.toHaveBeenCalled();
    fireEvent.click(await screen.findByRole('button', { name: '分享' }));

    await waitFor(() => expect(nativeShare).toHaveBeenCalledTimes(1));
@@ -107,7 +114,10 @@ describe('ShareImageButton', () => {
      />,
    );

+    expect(mockedGetShareImage).not.toHaveBeenCalled();
+    fireEvent.click(screen.getByRole('button', { name: '分享' }));
    expect(await screen.findByRole('button', { name: '重试' })).toBeInTheDocument();
+    expect(mockedGetShareImage).toHaveBeenCalledWith(19);
  });

  it('does not render or prefetch share images during desktop runtime', () => {
@@ -150,11 +160,7 @@ describe('ShareImageButton', () => {
      />,
    );

-    await act(async () => {
-      await Promise.resolve();
-    });
-
-    expect(mockedGetShareImage).toHaveBeenCalledWith(21);
+    expect(mockedGetShareImage).not.toHaveBeenCalled();
    expect(screen.getByRole('button', { name: '分享' })).toBeInTheDocument();

    await act(async () => {
@@ -162,6 +168,7 @@ describe('ShareImageButton', () => {
      await Promise.resolve();
    });

+    expect(mockedGetShareImage).toHaveBeenCalledWith(21);
    expect(nativeShare).toHaveBeenCalledTimes(1);
    expect(screen.getByRole('button', { name: '已生成' })).toBeInTheDocument();

@@ -173,6 +180,9 @@ describe('ShareImageButton', () => {
      />,
    );

+    expect(screen.getByRole('button', { name: '分享' })).toBeEnabled();
+    expect(mockedGetShareImage).not.toHaveBeenCalledWith(22);
+    fireEvent.click(screen.getByRole('button', { name: '分享' }));
    expect(screen.getByRole('button', { name: '生成中...' })).toBeDisabled();
    await act(async () => {
      resolveSecondImage?.(new Blob(['b'], { type: 'image/png' }));
@@ -180,7 +190,7 @@ describe('ShareImageButton', () => {
    });

    expect(mockedGetShareImage).toHaveBeenCalledWith(22);
-    expect(screen.getByRole('button', { name: '分享' })).toBeInTheDocument();
+    expect(screen.getByRole('button', { name: '已生成' })).toBeInTheDocument();
    expect(clearTimeoutSpy).toHaveBeenCalled();

    await act(async () => {
--- a/apps/dsa-web/src/i18n/uiText.ts
+++ b/apps/dsa-web/src/i18n/uiText.ts
@@ -637,7 +637,7 @@ const zh = {
  'settings.activePanelTitle': '当前分类配置项',
  'settings.agentSettings': 'Agent 设置',
  'settings.screening': '选股',
-  'settings.screeningDescription': '启用实验性质的选股功能，实现参考 AlphaSift。',
+  'settings.screeningDescription': '控制 Web 选股入口及内置选股功能。',
  'settings.screeningDisabled': '选股未开启',
  'settings.screeningEnabled': '选股已开启',
  'settings.screeningRisk': '实验功能与风险提示：选股结果仅用于研究和辅助判断，不构成投资建议；市场有风险，交易决策和损益由使用者自行承担。',
@@ -1574,7 +1574,7 @@ const en: Record<UiTextKey, string> = {
  'settings.activePanelTitle': 'Current category fields',
  'settings.agentSettings': 'Agent settings',
  'settings.screening': 'Screening',
-  'settings.screeningDescription': 'Enable experimental screening, implemented with reference to AlphaSift.',
+  'settings.screeningDescription': 'Control the Web navigation entry and built-in stock screening feature.',
  'settings.screeningDisabled': 'Screening disabled',
  'settings.screeningEnabled': 'Screening enabled',
  'settings.screeningRisk': 'Experimental risk notice: screening results are for research and decision support only and are not investment advice. Markets involve risk; trading decisions and results are your responsibility.',
--- a/apps/dsa-web/src/locales/settingsHelp.ts
+++ b/apps/dsa-web/src/locales/settingsHelp.ts
@@ -324,7 +324,7 @@ const settingsHelpZhCN: SettingsHelpMap = {
    impact: ['影响 Web 自动补全和后端股票名称解析使用的股票简称新鲜度。'],
    notes: ['远程下载失败时会继续使用已有缓存或随应用打包的内置索引。'],
  },
-  'settings.data_source.SCREENING_ENABLED': {
+  'settings.base.SCREENING_ENABLED': {
    title: '选股',
    summary: '控制是否启用选股页；实现参考 AlphaSift。',
    usage: '默认关闭。设为 true 后显示选股入口并启用选股策略。',
@@ -1522,7 +1522,7 @@ const settingsHelpEnUS: SettingsHelpMap = {
    impact: ['Affects stock-name freshness for Web autocomplete and backend stock-name resolution.'],
    notes: ['When remote download fails, the app keeps using an existing cache or the bundled index.'],
  },
-  'settings.data_source.SCREENING_ENABLED': {
+  'settings.base.SCREENING_ENABLED': {
    title: 'Screening',
    summary: 'Controls the Screening page, implemented with reference to AlphaSift.',
    usage: 'Disabled by default. Set it to true to show Screening and enable screening strategies.',
--- a/apps/dsa-web/src/pages/SettingsPage.tsx
+++ b/apps/dsa-web/src/pages/SettingsPage.tsx
@@ -1045,10 +1045,10 @@ const SettingsPage: React.FC = () => {
  const rawActiveItems = itemsByCategory[activeCategory] || [];
  const rawActiveItemMap = new Map(rawActiveItems.map((item) => [item.key, String(item.value ?? '')]));
  const firstSetupStockCode = parseSetupStockList(getConfigItem(itemsByCategory.base || [], 'STOCK_LIST')?.value)[0] || '';
-  const screeningItem = (itemsByCategory.data_source || []).find((item) => item.key === 'SCREENING_ENABLED');
+  const screeningItem = (itemsByCategory.base || []).find((item) => item.key === 'SCREENING_ENABLED');
  const screeningEnabled = String(screeningItem?.value ?? '').trim().toLowerCase() === 'true';
  const shouldShowFirstRunSetup = activeCategory === 'base';
-  const shouldShowScreeningSettings = activeCategory === 'data_source' && Boolean(screeningItem);
+  const shouldShowScreeningSettings = activeCategory === 'base' && Boolean(screeningItem);
  const hasConfiguredChannels = Boolean((rawActiveItemMap.get('LLM_CHANNELS') || '').trim());
  const hasLitellmConfig = Boolean((rawActiveItemMap.get('LITELLM_CONFIG') || '').trim());
  const hasRuntimeSchedulerMismatch =
@@ -1103,12 +1103,14 @@ const SettingsPage: React.FC = () => {
    'ADMIN_AUTH_ENABLED',
    ...SCHEDULER_SETTING_KEYS,
  ]);
-  const DATA_SOURCE_HIDDEN_KEYS = new Set([
+  const BASE_HIDDEN_KEYS = new Set([
    'SCREENING_ENABLED',
  ]);
  const AGENT_HIDDEN_KEYS = new Set(['AGENT_GENERATION_BACKEND']);
  const activeItems =
-    activeCategory === 'ai_model'
+    activeCategory === 'base'
+      ? rawActiveItems.filter((item) => !BASE_HIDDEN_KEYS.has(item.key))
+    : activeCategory === 'ai_model'
      ? rawActiveItems.filter((item) => {
        if (hasConfiguredChannels && LLM_CHANNEL_KEY_RE.test(item.key)) {
          return false;
@@ -1120,8 +1122,6 @@ const SettingsPage: React.FC = () => {
      })
      : activeCategory === 'system'
        ? rawActiveItems.filter((item) => !SYSTEM_HIDDEN_KEYS.has(item.key))
-      : activeCategory === 'data_source'
-        ? rawActiveItems.filter((item) => !DATA_SOURCE_HIDDEN_KEYS.has(item.key))
      : activeCategory === 'agent'
        ? rawActiveItems.filter((item) => !AGENT_HIDDEN_KEYS.has(item.key))
      : rawActiveItems;
--- a/apps/dsa-web/src/pages/tests/SettingsPage.test.tsx
+++ b/apps/dsa-web/src/pages/tests/SettingsPage.test.tsx
@@ -1392,10 +1392,11 @@ describe('SettingsPage', () => {
  it('runs Screening enable flow from the settings card', async () => {
    const configState = buildSystemConfigState();
    useSystemConfigMock.mockReturnValue(buildSystemConfigState({
-      activeCategory: 'data_source',
+      activeCategory: 'base',
      itemsByCategory: {
        ...configState.itemsByCategory,
-        data_source: [
+        base: [
+          ...configState.itemsByCategory.base,
          {
            key: 'SCREENING_ENABLED',
            value: 'false',
@@ -1403,7 +1404,7 @@ describe('SettingsPage', () => {
            isMasked: false,
            schema: {
              key: 'SCREENING_ENABLED',
-              category: 'data_source',
+              category: 'base',
              dataType: 'boolean',
              uiControl: 'switch',
              isSensitive: false,
@@ -1430,10 +1431,11 @@ describe('SettingsPage', () => {
  it('maps SCREENING_ENABLED to the built-in screening card instead of a generic field', () => {
    const configState = buildSystemConfigState();
    useSystemConfigMock.mockReturnValue(buildSystemConfigState({
-      activeCategory: 'data_source',
+      activeCategory: 'base',
      itemsByCategory: {
        ...configState.itemsByCategory,
-        data_source: [
+        base: [
+          ...configState.itemsByCategory.base,
          {
            key: 'SCREENING_ENABLED',
            value: 'false',
@@ -1441,7 +1443,7 @@ describe('SettingsPage', () => {
            isMasked: false,
            schema: {
              key: 'SCREENING_ENABLED',
-              category: 'data_source',
+              category: 'base',
              dataType: 'boolean',
              uiControl: 'switch',
              isSensitive: false,
@@ -1462,9 +1464,10 @@ describe('SettingsPage', () => {
    expect(screen.queryByTestId('settings-field-SCREENING_ENABLED')).not.toBeInTheDocument();
  });

-  it('scopes setup and Screening helper cards to their related categories', async () => {
+  it('shows the Screening control only on the base settings page', async () => {
    const configState = buildSystemConfigState();
-    const dataSourceItems = [
+    const baseItems = [
+      ...configState.itemsByCategory.base,
      {
        key: 'SCREENING_ENABLED',
        value: 'false',
@@ -1472,7 +1475,7 @@ describe('SettingsPage', () => {
        isMasked: false,
        schema: {
          key: 'SCREENING_ENABLED',
-          category: 'data_source',
+          category: 'base',
          dataType: 'boolean',
          uiControl: 'switch',
          isSensitive: false,
@@ -1489,20 +1492,20 @@ describe('SettingsPage', () => {
      activeCategory: 'base',
      itemsByCategory: {
        ...configState.itemsByCategory,
-        data_source: dataSourceItems,
+        base: baseItems,
      },
    }));

    const { rerender } = render(<SettingsPage />);

    expect(await screen.findByRole('heading', { name: '首次启动配置检查' })).toBeInTheDocument();
-    expect(screen.queryByRole('heading', { name: '选股' })).not.toBeInTheDocument();
+    expect(screen.getByRole('heading', { name: '选股' })).toBeInTheDocument();

    useSystemConfigMock.mockReturnValue(buildSystemConfigState({
      activeCategory: 'ai_model',
      itemsByCategory: {
        ...configState.itemsByCategory,
-        data_source: dataSourceItems,
+        base: baseItems,
      },
    }));
    rerender(<SettingsPage />);
@@ -1514,12 +1517,12 @@ describe('SettingsPage', () => {
      activeCategory: 'data_source',
      itemsByCategory: {
        ...configState.itemsByCategory,
-        data_source: dataSourceItems,
+        base: baseItems,
      },
    }));
    rerender(<SettingsPage />);

-    expect(await screen.findByRole('heading', { name: '选股' })).toBeInTheDocument();
+    expect(screen.queryByRole('heading', { name: '选股' })).not.toBeInTheDocument();
    expect(screen.queryByRole('heading', { name: '首次启动配置检查' })).not.toBeInTheDocument();
  });

@@ -2135,10 +2138,11 @@ describe('SettingsPage', () => {
    const configState = buildSystemConfigState();
    screeningEnable.mockRejectedValueOnce(new Error('config update failed'));
    useSystemConfigMock.mockReturnValue(buildSystemConfigState({
-      activeCategory: 'data_source',
+      activeCategory: 'base',
      itemsByCategory: {
        ...configState.itemsByCategory,
-        data_source: [
+        base: [
+          ...configState.itemsByCategory.base,
          {
            key: 'SCREENING_ENABLED',
            value: 'false',
@@ -2146,7 +2150,7 @@ describe('SettingsPage', () => {
            isMasked: false,
            schema: {
              key: 'SCREENING_ENABLED',
-              category: 'data_source',
+              category: 'base',
              dataType: 'boolean',
              uiControl: 'switch',
              isSensitive: false,
--- a/docs/CHANGELOG.md
+++ b/docs/CHANGELOG.md
@@ -8,6 +8,9 @@ and this project adheres to [Semantic Versioning](https://semver.org/).
 > For user-friendly release highlights, see the [GitHub Releases](https://github.com/ZhuLinsen/daily_stock_analysis/releases) page.

 ## [Unreleased]
+
+- [修复] Web 分享图改为用户点击“分享”后才按需生成，不再在报告加载时自动请求
+- [修复] 将 `SCREENING_ENABLED` 及 Web 选股功能开关归入“基础设置”，选股导航入口继续由该开关控制
 - [修复] `scripts/ci_gate.sh` 的 `offline_test_suite` 给 `pytest -m "not network"` 加 `--timeout=120 -o timeout_method=thread` 与 `-o faulthandler_timeout=300`：单个测试（含其 teardown）超过 2 分钟直接 fail，单个测试（含其 teardown）超过 5 分钟时 dump 全部线程栈到 stderr。配合 `.github/requirements-ci.txt` 新增 `pytest-timeout>=2.3.0` 依赖。issue #2131 报告过 backend-gate 在 AlphaSift hotspot 用例附近间歇性无 traceback 卡住直到被 GitHub Actions 取消，此次修复让任何未来 CI hang 都会留下可定位的失败信息或 post-mortem 栈，而不是静默消亡。同步修正 `.github/workflows/docker-publish.yml` 的 `Install backend gate dependencies` 与 `setup-python cache-dependency-path` 对齐 `ci.yml` 的 backend-gate 依赖安装方式，避免发布流程跑同一个 `./scripts/ci_gate.sh` 时因缺少 `pytest-timeout` 而直接 fail。

 - [修复] 选股策略栏稳定展示完整中文策略列表，并保留自定义策略 ID 入口
--- a/docs/screening-engine.md
+++ b/docs/screening-engine.md
@@ -22,6 +22,8 @@ DSA 将选股能力作为主项目的一部分维护。实现参考 [AlphaSift](
 SCREENING_ENABLED=false
 ```

+Web“基础设置”页展示“选股”开关。开启后左侧显示“选股”入口并允许执行策略、热点和选股任务；关闭后入口隐藏，选股 API 继续拒绝业务请求。
+
 常用可选项：

 ```dotenv
--- a/docs/share-images.md
+++ b/docs/share-images.md
@@ -35,7 +35,7 @@ SHARE_IMAGE_XIAOHONGSHU_QR_PATH=assets/my-xiaohongshu-qr.png

 ## Web 一键分享

-浏览器版历史个股报告、市场复盘和完整报告抽屉右上角都会显示“分享”按钮。页面加载报告时会先调用 `GET /api/v1/history/{record_id}/share-image` 预生成并缓存 PNG，准备完成后按钮才可点击，因此 `navigator.share()` 能在点击的瞬时用户激活窗口内同步发起。支持文件分享的浏览器会打开系统分享面板；其他浏览器会直接下载 PNG。如果浏览器已声明支持文件分享、但系统分享面板实际打开失败，除用户主动取消外也会自动回退下载已经生成的 PNG。
+浏览器版历史个股报告、市场复盘和完整报告抽屉右上角都会显示“分享”按钮。页面加载报告时不会生成图片；只有用户点击“分享”后，页面才调用 `GET /api/v1/history/{record_id}/share-image` 按需生成或读取缓存 PNG。支持文件分享的浏览器会尝试打开系统分享面板；其他浏览器会直接下载 PNG。如果系统分享面板打开失败，除用户主动取消外也会自动回退下载已经生成的 PNG。

 Electron 桌面运行时默认不展示该按钮。当前 Windows/macOS 打包版不会随包分发 `wkhtmltoimage`、`markdown-to-file` 或 Playwright/Chromium renderer，避免桌面用户在页面加载时就命中 `share_image_unavailable` 失败态。

--- a/src/core/config_registry.py
+++ b/src/core/config_registry.py
@@ -877,7 +877,7 @@ _FIELD_DEFINITIONS: Dict[str, Dict[str, Any]] = {
    "SCREENING_ENABLED": {
        "title": "Built-in Stock Screening",
        "description": "Enable DSA's built-in stock screening tab. The implementation is based on AlphaSift and maintained as part of DSA. Disabled by default.",
-        "category": "data_source",
+        "category": "base",
        "data_type": "boolean",
        "ui_control": "switch",
        "is_sensitive": False,
@@ -887,7 +887,7 @@ _FIELD_DEFINITIONS: Dict[str, Dict[str, Any]] = {
        "options": [],
        "validation": {},
        "display_order": 17,
-        "help_key": "settings.data_source.SCREENING_ENABLED",
+        "help_key": "settings.base.SCREENING_ENABLED",
        "examples": [
            "SCREENING_ENABLED=false",
            "SCREENING_ENABLED=true",
--- a/tests/test_config_registry.py
+++ b/tests/test_config_registry.py
@@ -154,10 +154,22 @@ class TestScreeningFieldsRegistered(unittest.TestCase):
    def test_builtin_screening_toggle_is_registered(self):
        field = get_field_definition("SCREENING_ENABLED")

+        self.assertEqual(field["category"], "base")
        self.assertFalse(field["is_sensitive"])
        self.assertEqual(field["ui_control"], "switch")
+        self.assertEqual(field["help_key"], "settings.base.SCREENING_ENABLED")
        self.assertIn("built-in", field["description"].lower())

+    def test_builtin_screening_toggle_is_grouped_under_base_settings(self):
+        schema = build_schema_response()
+        categories = {
+            category["category"]: {field["key"] for field in category["fields"]}
+            for category in schema["categories"]
+        }
+
+        self.assertIn("SCREENING_ENABLED", categories["base"])
+        self.assertNotIn("SCREENING_ENABLED", categories["data_source"])
+

 class TestLLMUsageHMACFieldsRegistered(unittest.TestCase):
    def test_secret_is_sensitive_password_field(self):