feat: Web/API 指数入口与共享 canonical 去重基础 (#2312)

* feat: Web/API 指数入口与共享 canonical 去重基础

为 Issue #2303 Phase 2 PR1 落地 Web/API 指数入口适配：

- API 使用 parse_analysis_target 构造结构化 AnalysisTarget 并贯通到 pipeline
- API 与 TaskQueue 去重按 asset_type 分支（指数用 canonical_id，个股用 legacy code）
- BatchTaskAcceptedResponse 追加可选 rejected 字段，未登记 CSI 单股 400、批量仅该目标失败
- TaskInfo 固化 dedupe_key，避免指数与同码个股折叠及 _analyzing_stocks 残留
- Web 移除 assetType=index 全局过滤，Chat 名称识别保护指数 canonical
- 补齐 Pipeline 指数 DecisionSignal market_override=cn 真实分支测试

* fix: 收敛指数 canonical 身份与批量响应契约

PR #2312 review 修复：报告 meta 补充 asset_type 隐藏指数自选；/analyze 在解析前限制非空原始 token；is_single 统一驱动 metadata/409/单任务 202；HomePage 三元计数继续后续 chunk。

* fix: avoid double space in index news search query

* fix: preserve canonical index identity

* fix: validate legacy task asset type

* fix: preserve canonical index identity in chat

* fix: preserve index identity across chat backends

api/v1/endpoints/analysis.py

@@ -21,6 +21,7 @@ import copy
 import json
 import logging
 import re
+import unicodedata
 import uuid
 from datetime import datetime
 from pathlib import Path
@@ -38,6 +39,7 @@ from api.v1.schemas.analysis import (
     BatchTaskAcceptedResponse,
     BatchTaskAcceptedItem,
     BatchDuplicateTaskItem,
+    RejectedTaskItem,
     TaskStatus,
     TaskInfo,
     TaskListResponse,
@@ -75,6 +77,7 @@ from src.market_phase_summary import (
     rebuild_market_phase_summary_for_stock_code,
 )
 from src.services.stock_code_utils import is_code_like, resolve_index_stock_code_for_analysis
+from src.services.stock_list_parser import ParseStatus, parse_analysis_target
 from src.report_language import get_localized_stock_name, normalize_report_language
 from src.schemas.decision_action import build_action_fields
 from src.services.name_to_code_resolver import resolve_name_to_code
@@ -83,6 +86,7 @@ from src.services.task_queue import (
     DuplicateTaskError,
     TaskStatus as TaskStatusEnum,
 )
+from src.services.analysis_service import asset_type_from_canonical_code
 from src.services.run_diagnostics import build_run_diagnostic_summary
 from src.services.run_flow import build_task_run_flow_snapshot
 from src.services.empty_news import empty_news_disclosure_from_stored
@@ -113,6 +117,32 @@ def _get_task_trace_id(task: Any) -> Optional[str]:
     return None
 
 
+def _task_asset_type(task: Any) -> Optional[str]:
+    """Return the task's optional asset type only when it is a real literal.
+
+    The Pydantic literal domain (``stock``/``index``) is the only allowed set:
+    real in-domain strings pass through verbatim. Legacy mock/proxy tasks whose
+    ``getattr`` yields a ``MagicMock`` child, and missing values, degrade to
+    ``None`` so schema defaults keep legacy responses unchanged. Genuine
+    out-of-domain strings are logged and degraded instead of widening the enum
+    or silently masking drift.
+    """
+    raw = getattr(task, "asset_type", None)
+    if not isinstance(raw, str):
+        return None
+    if raw in {"stock", "index"}:
+        return raw
+    # 任何真实字符串只要不精确等于字面量域（含空串、纯空白、大小写或带
+    # 空格形态）都必须记录 warning 后降级，避免静默掩盖漂移；仅非字符串
+    # 代理（如 MagicMock 子对象）保持静默 None。
+    logger.warning(
+        "task asset_type 超出字面量域，降级为 None: task_id=%s asset_type=%r",
+        getattr(task, "task_id", None),
+        raw,
+    )
+    return None
+
+
 def _market_review_lock_path(config: Config) -> Path:
     return market_review_lock_path(config)
 
@@ -226,32 +256,68 @@ def _is_obviously_invalid_analysis_input(text: str) -> bool:
     return has_letters and has_digits
 
 
-def _resolve_and_normalize_input(raw_value: str) -> str:
+def _resolve_analysis_input(raw_value: str):
     """
-    Resolve and normalize a stock input for analysis requests.
+    Resolve one analysis request input into ``(code, analysis_target)``.
 
-    Code-like values keep the existing canonical path.
+    Code-like tokens go through :func:`parse_analysis_target` (the single
-    Non-code inputs must resolve to a known stock code. Obvious garbage
+    asset-type authority): registered indices keep their structured
-    input is rejected before expensive resolver and task-queue work.
+    ``AnalysisTarget`` (canonical id + index semantics), unsupported targets
+    (e.g. unregistered ``930956.CSI``) are surfaced with their reason so the
+    caller can reject them explicitly, and stock tokens keep the legacy
+    resolution path. Non-code names (e.g. ``贵州茅台``) keep
+    :func:`resolve_name_to_code` and never enter index classification.
     """
     text = (raw_value or "").strip()
     if not text:
-        return ""
+        return None
+
+    # CSI explicit forms (``csi930955`` / ``930955.CSI`` / ``CSI930955``) are
+    # explicit code forms but ``is_code_like`` does not recognise the ``.CSI``
+    # suffix; route them through parse_analysis_target so registered CSI
+    # converges to its canonical index identity and unregistered CSI surfaces
+    # as an explicit unsupported error (never a name-resolution fallback).
+    normalized_csi = unicodedata.normalize("NFKC", text).strip().casefold()
+    if re.fullmatch(r"(?:csi\d{6}|\d{6}\.csi)", normalized_csi):
+        target = parse_analysis_target(text)
+        if target.asset_type == ParseStatus.INDEX:
+            return (target.canonical_id, target)
+        return (text, target)
+
+    # SH/SZ prefixed six-digit forms (``sh000016`` / ``SH000016``) are explicit
+    # index/stock code shapes, but ``is_code_like`` rejects them when the bare
+    # digits do not match the exchange's *stock* digit rules (``000016`` is an
+    # SH index yet classifies as an SZ stock digit shape). Route them through
+    # parse_analysis_target so registered SH/SZ indices keep their structured
+    # target; unknown prefixed forms degrade to the stock path as usual.
+    normalized_sh_sz = re.fullmatch(r"(sh|sz)(\d{6})", normalized_csi)
+    if normalized_sh_sz is not None:
+        target = parse_analysis_target(text)
+        if target.asset_type == ParseStatus.INDEX:
+            return (target.canonical_id, target)
+        return (resolve_index_stock_code_for_analysis(text), None)
 
     if is_code_like(text):
-        return resolve_index_stock_code_for_analysis(text)
+        target = parse_analysis_target(text)
+        if target.asset_type == ParseStatus.INDEX:
+            return (target.canonical_id, target)
+        if target.asset_type == ParseStatus.UNSUPPORTED:
+            return (text, target)
+        # Stock target: keep the existing canonical resolution path and do not
+        # carry a stock target downstream (stock semantics must not change).
+        return (resolve_index_stock_code_for_analysis(text), None)
 
     if text.isdigit() and len(text) == 4:
         resolved_index_code = resolve_index_stock_code_for_analysis(text)
         if resolved_index_code != canonical_stock_code(text):
-            return resolved_index_code
+            return (resolved_index_code, None)
 
     if _is_obviously_invalid_analysis_input(text):
         raise _invalid_analysis_input_error()
 
     resolved = resolve_name_to_code(text)
     if resolved:
-        return canonical_stock_code(resolved)
+        return (canonical_stock_code(resolved), None)
 
     raise _invalid_analysis_input_error()
 
@@ -313,29 +379,56 @@ def trigger_analysis(
     if not stock_codes:
         raise api_error(400, "validation_error", "必须提供 stock_code 或 stock_codes 参数")
 
+    # Limit the number of non-blank raw tokens BEFORE resolution. Rejected and
+    # duplicate tokens must also count toward the cap, otherwise a request that
+    # mixes one valid token with many rejected/duplicate tokens could bypass the
+    # DoS limit via the post-dedup check below.
+    MAX_BATCH_SIZE = 50
+    non_empty_raw_tokens = [c for c in stock_codes if str(c or "").strip()]
+    if len(non_empty_raw_tokens) > MAX_BATCH_SIZE:
+        raise api_error(400, "validation_error", f"单次分析请求最多支持 {MAX_BATCH_SIZE} 只股票")
+
     # Normalize and de-duplicate inputs while preserving compatibility.
-    resolved = [_resolve_and_normalize_input(c) for c in stock_codes]
+    # Code-like tokens go through parse_analysis_target (the single asset-type
-    
+    # authority) so registered indices keep their structured target; non-code
+    # names keep the legacy stock-name resolution path.
+    resolved_entries = [_resolve_analysis_input(c) for c in stock_codes]
+
     seen = set()
     unique_codes = []
-    for code in resolved:
+    unique_targets = []
+    rejected_entries = []
+    for entry in resolved_entries:
+        if entry is None:
+            continue
+        code, target = entry
         if not code:
             continue
-        # Use normalize_stock_code to ensure '600519' and '600519.SH' are merged
+        if target is not None and target.asset_type == ParseStatus.UNSUPPORTED:
-        norm = normalize_stock_code(code)
+            rejected_entries.append((code, target))
+            continue
+        # 去重键按 asset_type 分支：INDEX 用 canonical_id（指数与同码股票不折叠、
+        # CSI alias 收敛），STOCK 保持 normalize_stock_code 既有语义
+        # （'600519' 与 '600519.SH' 合并）。
+        if target is not None and target.asset_type == ParseStatus.INDEX:
+            norm = target.canonical_id
+        else:
+            norm = normalize_stock_code(code)
         if norm not in seen:
             seen.add(norm)
             unique_codes.append(code)
-    
+            unique_targets.append(target)
+
     stock_codes = unique_codes
 
-    # Limit the number of stocks in a single request to prevent DoS
-    MAX_BATCH_SIZE = 50
-    if len(stock_codes) > MAX_BATCH_SIZE:
-        raise api_error(400, "validation_error", f"单次分析请求最多支持 {MAX_BATCH_SIZE} 只股票")
-
     if not stock_codes:
-        raise api_error(400, "validation_error", "股票代码不能为空或仅包含空白字符")
+        if not rejected_entries:
+            raise api_error(400, "validation_error", "股票代码不能为空或仅包含空白字符")
+        # 全部目标都被拒绝（单请求或批量全拒）：无任务被接受时返回 202 会误导
+        # 客户端，一律明确 400；部分被拒则走下方 rejected 语义。
+        code, target = rejected_entries[0]
+        reason = target.unsupported_reason or f"不支持的目标: {code}"
+        raise api_error(400, "validation_error", reason)
 
     # Sync mode only supports single-stock analysis.
     if not request.async_mode:
@@ -345,25 +438,45 @@ def trigger_analysis(
                 "validation_error",
                 "同步模式仅支持单只股票分析，请使用 async_mode=true 进行批量分析",
             )
-        return _handle_sync_analysis(stock_codes[0], request)
+        if rejected_entries:
+            # 同步模式不支持 rejected 语义：只要存在被拒绝目标（含全部被拒绝）
+            # 就以第一个未登记目标的明确校验错误返回 4xx。
+            code, target = rejected_entries[0]
+            reason = target.unsupported_reason or f"不支持的目标: {code}"
+            raise api_error(400, "validation_error", reason)
+        return _handle_sync_analysis(stock_codes[0], request, analysis_target=unique_targets[0] if unique_targets else None)
 
     # Async mode submits one task per stock.
-    return _handle_async_analysis_batch(stock_codes, request)
+    return _handle_async_analysis_batch(stock_codes, request, analysis_targets=unique_targets, rejected_entries=rejected_entries)
 
 
 def _handle_async_analysis_batch(
     stock_codes: list,
-    request: AnalyzeRequest
+    request: AnalyzeRequest,
+    analysis_targets: Optional[list] = None,
+    rejected_entries: Optional[list] = None,
 ) -> JSONResponse:
     """
     Handle asynchronous analysis requests, including batch submission.
+
+    Args:
+        stock_codes: canonical codes to submit
+        request: the analysis request
+        analysis_targets: optional per-code structured targets (index targets
+            flow through to the pipeline)
+        rejected_entries: optional list of ``(code, target)`` pairs that were
+            explicitly rejected (e.g. unregistered CSI); returned in the
+            ``rejected`` field for batch requests only.
     """
     task_queue = get_task_queue()
     
     # Preserve metadata for single-stock requests. For batch requests,
     # only carry through metadata that semantically applies to the whole
     # batch, such as import/image source tracking.
-    is_single = len(stock_codes) == 1
+    # A single "accepted" code alongside any rejected entries is a batch:
+    # rejected entries mean the server has not fully disposed of a single-stock
+    # request, so single-stock metadata/409/single-202 semantics must not apply.
+    is_single = len(stock_codes) == 1 and not rejected_entries
     preserve_batch_metadata = request.selection_source in {"import", "image"}
 
     stock_name = request.stock_name if is_single else None
@@ -388,6 +501,10 @@ def _handle_async_analysis_batch(
         submit_kwargs["report_language"] = report_language
     if skills is not None:
         submit_kwargs["skills"] = skills
+    # 仅当存在非 None 的结构化 target（如指数）时才传递，保持纯股票请求
+    # 的既有 kwargs 契约不变。
+    if analysis_targets is not None and any(t is not None for t in analysis_targets):
+        submit_kwargs["analysis_targets"] = analysis_targets
 
     accepted_tasks, duplicate_errors = task_queue.submit_tasks_batch(**submit_kwargs)
 
@@ -399,6 +516,7 @@ def _handle_async_analysis_batch(
             status="pending",
             message=f"分析任务已加入队列: {task.stock_code}",
             analysis_phase=task.analysis_phase,
+            asset_type=_task_asset_type(task),
         )
         for task in accepted_tasks
     ]
@@ -410,9 +528,16 @@ def _handle_async_analysis_batch(
         )
         for dup in duplicate_errors
     ]
+    rejected = [
+        RejectedTaskItem(
+            stock_code=code,
+            message=(target.unsupported_reason or f"不支持的目标: {code}"),
+        )
+        for code, target in (rejected_entries or [])
+    ]
     
     # 单只股票且被拒绝：保持 409 兼容性
-    if len(stock_codes) == 1 and duplicates:
+    if is_single and duplicates:
         dup = duplicates[0]
         error_response = DuplicateTaskErrorResponse(
             error="duplicate_task",
@@ -425,8 +550,8 @@ def _handle_async_analysis_batch(
             content=error_response.model_dump()
         )
     
-    # 单只股票成功：保持原有响应格式兼容性
+    # 单只股票成功（且无 rejected）：保持原有响应格式兼容性
-    if len(stock_codes) == 1 and accepted:
+    if is_single and accepted and not rejected:
         task_accepted = TaskAccepted(
             task_id=accepted[0].task_id,
             trace_id=accepted[0].trace_id,
@@ -439,11 +564,17 @@ def _handle_async_analysis_batch(
             content=task_accepted.model_dump()
         )
     
-    # 批量：返回汇总结果
+    # 批量：返回汇总结果（rejected 仅 async 批量返回）
+    rejected_count = len(rejected)
+    if rejected_count:
+        message = f"已提交 {len(accepted)} 个任务，{len(duplicates)} 个重复跳过，{rejected_count} 个被拒绝"
+    else:
+        message = f"已提交 {len(accepted)} 个任务，{len(duplicates)} 个重复跳过"
     batch_response = BatchTaskAcceptedResponse(
         accepted=accepted,
         duplicates=duplicates,
-        message=f"已提交 {len(accepted)} 个任务，{len(duplicates)} 个重复跳过",
+        rejected=rejected if rejected else None,
+        message=message,
     )
     return JSONResponse(
         status_code=202,
@@ -453,7 +584,8 @@ def _handle_async_analysis_batch(
 
 def _handle_sync_analysis(
     stock_code: str,
-    request: AnalyzeRequest
+    request: AnalyzeRequest,
+    analysis_target: Optional[Any] = None,
 ) -> AnalysisResultResponse:
     """
     处理同步分析请求
@@ -476,6 +608,7 @@ def _handle_sync_analysis(
             skills=getattr(request, "skills", None),
             analysis_phase=request.analysis_phase,
             report_language=getattr(request, "report_language", None),
+            analysis_target=analysis_target,
         )
 
         if result is None:
@@ -647,6 +780,7 @@ def get_task_list(
             analysis_phase=t.analysis_phase,
             skills=getattr(t, "skills", None),
             region=t.region,
+            asset_type=_task_asset_type(t),
         )
         for t in all_tasks
     ]
@@ -1232,6 +1366,7 @@ def get_analysis_status(task_id: str) -> TaskStatus:
                     current_price=current_price,
                     change_pct=change_pct,
                     market_phase_summary=market_phase_summary,
+                    asset_type=asset_type_from_canonical_code(record.code),
                 ),
                 summary=ReportSummary(
                     sentiment_score=record.sentiment_score,
@@ -1394,6 +1529,7 @@ def _build_analysis_report(
         change_pct=change_pct,
         model_used=normalize_model_used(meta_data.get("model_used")),
         market_phase_summary=market_phase_summary,
+        asset_type=asset_type_from_canonical_code(raw_stock_code),
     )
 
     def _looks_like_raw_result_payload(candidate: Any) -> bool:

api/v1/endpoints/history.py

@@ -44,6 +44,7 @@ from src.report_language import (
     normalize_report_language,
 )
 from src.services.history_service import HistoryService, MarkdownReportGenerationError
+from src.services.analysis_service import asset_type_from_canonical_code
 from src.schemas.decision_action import build_action_fields
 from src.utils.data_processing import (
     normalize_model_used,
@@ -129,14 +130,30 @@ def _history_share_image_branding(config: object) -> ShareImageBranding:
     return share_image_branding_from_config(config)
 
 
-def _normalize_code_for_grouping(code: str) -> str:
+def _stock_bar_group_key(record_code: str, display_code: str) -> str:
-    """Normalize stock code for deduplication grouping.
+    """Build the stock-bar grouping key from the *persisted* code.
 
-    Delegates to data_provider.base.normalize_stock_code which handles
+    PR #2312: registered indices are typed by the persisted ``record.code``
-    SH600519, 600519.SH, HK00700, 00700.HK, BJ920748, etc.
+    (never guessed from the display code) and group by the parser canonical
+    (lowercase ``sh000016`` / ``csi930955``), so every explicit index form
+    (uppercase legacy / dotted alias) converges to one row and never folds
+    with the bare same-code stock. Stocks keep the legacy display-based
+    normalization (``SH600519``/``600519.SH`` -> ``600519``, JP/KR legacy bare
+    ``005930`` merging with ``005930.KS`` etc.), preserving existing semantics.
     """
     from data_provider.base import normalize_stock_code
-    return normalize_stock_code(code or "")
+    from src.services.stock_list_parser import ParseStatus, parse_analysis_target
+
+    code = str(record_code or "").strip()
+    if not code:
+        return normalize_stock_code(display_code or "")
+    try:
+        target = parse_analysis_target(code)
+    except Exception:
+        return normalize_stock_code(display_code or "")
+    if target.asset_type == ParseStatus.INDEX:
+        return target.canonical_id
+    return normalize_stock_code(display_code or "")
 
 
 def _raw_result_value(raw_result: Any, key: str) -> Any:
@@ -274,6 +291,7 @@ def get_history_list(
                 model_used=item.get("model_used"),
                 created_at=item.get("created_at"),
                 market_phase_summary=item.get("market_phase_summary"),
+                asset_type=item.get("asset_type"),
             )
             for item in result.get("items", [])
         ]
@@ -431,7 +449,7 @@ def get_stock_bar(
         seen: dict = {}
         for record in records:
             display_code = service._display_stock_code(record.code or "")
-            norm_code = _normalize_code_for_grouping(display_code)
+            norm_code = _stock_bar_group_key(record.code or "", display_code)
             if norm_code not in seen or record.id > seen[norm_code].id:
                 seen[norm_code] = record
 
@@ -482,6 +500,7 @@ def get_stock_bar(
                         record.code,
                         getattr(record, "context_snapshot", None),
                     ),
+                    asset_type=asset_type_from_canonical_code(record.code),
                 )
             )
 
@@ -589,6 +608,9 @@ def get_history_detail(
             change_pct=change_pct,
             model_used=normalize_model_used(result.get("model_used")),
             market_phase_summary=market_phase_summary,
+            asset_type=asset_type_from_canonical_code(
+                result.get("storage_stock_code") or result.get("stock_code")
+            ),
         )
         
         summary = ReportSummary(

api/v1/schemas/__init__.py

@@ -29,6 +29,7 @@ from api.v1.schemas.analysis import (
     AnalysisResultResponse,
     TaskAccepted,
     BatchTaskAcceptedResponse,
+    RejectedTaskItem,
     TaskStatus,
 )
 from api.v1.schemas.history import (
@@ -168,6 +169,7 @@ __all__ = [
     "AnalysisResultResponse",
     "TaskAccepted",
     "BatchTaskAcceptedResponse",
+    "RejectedTaskItem",
     "TaskStatus",
     # history
     "HistoryItem",

api/v1/schemas/analysis.py

@@ -231,6 +231,10 @@ class BatchTaskAcceptedItem(BaseModel):
     )
     message: Optional[str] = Field(None, description="提示信息")
     analysis_phase: AnalysisPhase = Field("auto", description="请求的分析阶段")
+    asset_type: Optional[Literal["stock", "index"]] = Field(
+        None,
+        description="parser 来源的可选资产类型（stock/index）；由已提交的 analysis_target 透传，旧客户端可缺省",
+    )
 
     model_config = ConfigDict(json_schema_extra={
         "example": {
@@ -259,11 +263,29 @@ class BatchDuplicateTaskItem(BaseModel):
     })
 
 
+class RejectedTaskItem(BaseModel):
+    """批量异步任务中被明确拒绝的单个目标项（如未登记 CSI 指数）。"""
+
+    stock_code: str = Field(..., description="被拒绝的目标代码")
+    message: str = Field(..., description="拒绝原因")
+
+    model_config = ConfigDict(json_schema_extra={
+        "example": {
+            "stock_code": "930956.CSI",
+            "message": "unregistered CSI index: '930956.CSI' is not in the index registry",
+        }
+    })
+
+
 class BatchTaskAcceptedResponse(BaseModel):
     """批量异步任务接受响应。"""
 
     accepted: List[BatchTaskAcceptedItem] = Field(default_factory=list, description="成功提交的任务列表")
     duplicates: List[BatchDuplicateTaskItem] = Field(default_factory=list, description="重复而跳过的任务列表")
+    rejected: Optional[List[RejectedTaskItem]] = Field(
+        None,
+        description="批量中被明确拒绝的目标列表（如未登记 CSI 指数），仅在异步批量请求中返回",
+    )
     message: str = Field(..., description="汇总信息")
 
     model_config = ConfigDict(json_schema_extra={
@@ -385,6 +407,10 @@ class TaskInfo(BaseModel):
         None,
         description="大盘复盘任务实际执行的 canonical 市场范围",
     )
+    asset_type: Optional[Literal["stock", "index"]] = Field(
+        None,
+        description="parser 来源的可选资产类型（stock/index）；由已提交的 analysis_target 透传，旧客户端可缺省",
+    )
     
     model_config = ConfigDict(json_schema_extra={
         "example": {

api/v1/schemas/history.py

@@ -52,6 +52,10 @@ class HistoryItem(BaseModel):
         description="本次分析市场阶段低敏摘要",
     )
     created_at: Optional[str] = Field(None, description="创建时间")
+    asset_type: Optional[Literal["stock", "index"]] = Field(
+        None,
+        description="后端权威资产类型（stock/index）；由持久化代码经 parser 生成。旧客户端与 market review 可缺省。",
+    )
 
     model_config = ConfigDict(json_schema_extra={
         "example": {
@@ -149,6 +153,10 @@ class ReportMeta(BaseModel):
         None,
         description="本次分析市场阶段低敏摘要",
     )
+    asset_type: Optional[Literal["stock", "index"]] = Field(
+        None,
+        description="后端权威资产类型（stock/index）；指数报告用于隐藏 stock-only 自选操作。market review 与旧客户端可缺省。",
+    )
 
 
 class ReportSummary(BaseModel):
@@ -371,6 +379,10 @@ class StockBarItem(BaseModel):
         None,
         description="最新分析市场阶段低敏摘要",
     )
+    asset_type: Optional[Literal["stock", "index"]] = Field(
+        None,
+        description="后端权威资产类型（stock/index）；由持久化代码经 parser 生成。旧客户端可缺省。",
+    )
     model_config = ConfigDict(json_schema_extra={
         "example": {
             "id": 1234,

apps/dsa-web/src/components/report/ReportOverview.tsx

@@ -381,7 +381,7 @@ export const ReportOverview: React.FC<ReportOverviewProps> = ({
 
         {/* 右侧：情绪指标 / 自选操作 */}
         <div className="flex flex-col space-y-4">
-          {watchlist && meta.reportType !== 'market_review' && (
+          {watchlist && meta.reportType !== 'market_review' && meta.assetType !== 'index' && (
             <Card variant="bordered" padding="sm" className="home-panel-card">
               <div className="text-center space-y-3">
                 <span className="label-uppercase">{t('report.watchlist')}</span>

apps/dsa-web/src/components/report/__tests__/ReportOverview.test.tsx

@@ -323,4 +323,57 @@ describe('ReportOverview', () => {
     expect(screen.getByText('领跌')).toBeInTheDocument();
     expect(screen.getByText('-2.50%')).toBeInTheDocument();
   });
+
+  it('hides the stock-only watchlist card for index reports', () => {
+    render(
+      <ReportOverview
+        meta={{ ...baseMeta, stockCode: 'sh000016', assetType: 'index' }}
+        summary={baseSummary}
+        watchlist={{
+          isInWatchlist: () => false,
+          onToggle: () => {},
+          isActioning: false,
+          actionMessage: null,
+        }}
+      />,
+    );
+
+    expect(screen.queryByText('自选')).not.toBeInTheDocument();
+    expect(screen.queryByRole('button', { name: /自选/ })).not.toBeInTheDocument();
+  });
+
+  it('keeps the stock-only watchlist card for stock reports', () => {
+    render(
+      <ReportOverview
+        meta={{ ...baseMeta, stockCode: '600519', assetType: 'stock' }}
+        summary={baseSummary}
+        watchlist={{
+          isInWatchlist: () => false,
+          onToggle: () => {},
+          isActioning: false,
+          actionMessage: null,
+        }}
+      />,
+    );
+
+    expect(screen.getByText('自选')).toBeInTheDocument();
+    expect(screen.getByRole('button', { name: '加入自选' })).toBeInTheDocument();
+  });
+
+  it('keeps the stock-only watchlist card when assetType is absent (legacy)', () => {
+    render(
+      <ReportOverview
+        meta={{ ...baseMeta, stockCode: '600519' }}
+        summary={baseSummary}
+        watchlist={{
+          isInWatchlist: () => false,
+          onToggle: () => {},
+          isActioning: false,
+          actionMessage: null,
+        }}
+      />,
+    );
+
+    expect(screen.getByText('自选')).toBeInTheDocument();
+  });
 });

apps/dsa-web/src/components/watchlist/HomeStockWorkspace.tsx

@@ -20,7 +20,7 @@ import type { StockBarItem, TaskInfo } from '../../types/analysis';
 import { getSentimentColor } from '../../types/analysis';
 import { buildDecisionActionLabelMap, getDecisionActionLabel } from '../../utils/decisionAction';
 import { formatDateTime } from '../../utils/format';
-import { areStockCodesEquivalent } from '../../utils/stockCode';
+import { areAssetAwareCodesEquivalent, toAssetAwareCodeKey, type AssetAwareAssetType } from '../../utils/stockCode';
 import { truncateStockName } from '../../utils/stockName';
 import { useUiLanguage } from '../../contexts/UiLanguageContext';
 import type { UiTextKey, UiTextParams } from '../../i18n/uiText';
@@ -30,6 +30,15 @@ export type WatchlistAnalyzeMode = 'all' | 'pending';
 
 export interface HomeWatchlistRow {
   code: string;
+  assetType?: AssetAwareAssetType;
+  /**
+   * Asset-aware identity key already resolved by HomePage from the stock index
+   * registry (canonical for registered indices, e.g. `sh000016` for a raw
+   * watchlist string `000016.SH`). Row-selection compares against this key
+   * FIRST instead of re-parsing the raw alias, so a canonical selected report
+   * always selects its own alias-form row and never a same-code stock row.
+   */
+  identityKey?: string;
   latestItem?: StockBarItem;
   analyzedToday: boolean;
   isTodayStatusLoading?: boolean;
@@ -62,6 +71,7 @@ interface HomeStockWorkspaceProps {
   historyItems: StockBarItem[];
   isLoadingHistory: boolean;
   selectedStockCode?: string;
+  selectedAssetType?: AssetAwareAssetType | null;
   selectedRecordId?: number;
   onHistoryItemClick: (recordId: number) => void;
   onDeleteStock?: (stockCode: string) => Promise<void> | void;
@@ -77,6 +87,21 @@ function getTaskStatusLabel(task: TaskInfo | undefined, t: (key: UiTextKey, para
   return task.status;
 }
 
+function rowHasSelectedIdentity(
+  row: HomeWatchlistRow,
+  selectedStockCode: string | null | undefined,
+  selectedAssetType: AssetAwareAssetType | null | undefined,
+): boolean {
+  // The registry-derived canonical identity (HomePage) wins: an alias-form raw
+  // watchlist code (e.g. `000016.SH`) whose identityKey is `sh000016` must
+  // match the canonical selected report without re-parsing the raw alias, and
+  // must never fold with the bare `000016` stock row.
+  if (row.identityKey) {
+    return toAssetAwareCodeKey(selectedStockCode, selectedAssetType) === row.identityKey;
+  }
+  return areAssetAwareCodesEquivalent(selectedStockCode, selectedAssetType, row.code, row.assetType);
+}
+
 const ScoreBadge: React.FC<{ item?: StockBarItem }> = ({ item }) => {
   const { t } = useUiLanguage();
   const score = typeof item?.sentimentScore === 'number' ? item.sentimentScore : null;
@@ -258,6 +283,7 @@ export const HomeStockWorkspace: React.FC<HomeStockWorkspaceProps> = ({
   historyItems,
   isLoadingHistory,
   selectedStockCode,
+  selectedAssetType,
   selectedRecordId,
   onHistoryItemClick,
   onDeleteStock,
@@ -266,7 +292,12 @@ export const HomeStockWorkspace: React.FC<HomeStockWorkspaceProps> = ({
 }) => {
   const { t } = useUiLanguage();
   const [draftCode, setDraftCode] = useState('');
-  const [workspaceNoticeCode, setWorkspaceNoticeCode] = useState<string | null>(null);
+  // PR #2312: the notice carries the *triggering row's own* identity
+  // (code + assetType). Reusing the candidate row's assetType for the notice
+  // code would let an index row and a same-code stock row cross-match (e.g.
+  // notice code ``000016.SH`` classified with the stock row's asset type folds
+  // to stock ``000016`` and attaches to the wrong row).
+  const [workspaceNotice, setWorkspaceNotice] = useState<{ code: string; assetType: AssetAwareAssetType } | null>(null);
   const pendingWatchlistCount = watchlistRows
     .filter((row) => !row.analyzedToday && !row.isTodayStatusLoading && !row.isTodayStatusUnknown)
     .length;
@@ -286,8 +317,10 @@ export const HomeStockWorkspace: React.FC<HomeStockWorkspaceProps> = ({
   }, [batchStatus]);
 
   const visibleWorkspaceNotice = useMemo(() => {
-    if (!workspaceNoticeCode) return null;
+    if (!workspaceNotice) return null;
-    const row = watchlistRows.find((item) => areStockCodesEquivalent(item.code, workspaceNoticeCode));
+    const row = watchlistRows.find(
+      (item) => areAssetAwareCodesEquivalent(item.code, item.assetType, workspaceNotice.code, workspaceNotice.assetType),
+    );
     if (!row) return null;
     if (row.isTodayStatusLoading) {
       return { message: t('watchlist.latestDetailLoading') };
@@ -297,28 +330,28 @@ export const HomeStockWorkspace: React.FC<HomeStockWorkspaceProps> = ({
     }
     if (row.latestItem) return null;
     return { message: t('watchlist.noLatestDetail') };
-  }, [t, watchlistRows, workspaceNoticeCode]);
+  }, [t, watchlistRows, workspaceNotice]);
 
   const handleAddSubmit = (event: React.FormEvent) => {
     event.preventDefault();
     const code = draftCode.trim();
     if (!code) return;
-    setWorkspaceNoticeCode(null);
+    setWorkspaceNotice(null);
     void onAddToWatchlist(code).then(() => setDraftCode(''));
   };
 
   const handleWatchlistRowOpen = (row: HomeWatchlistRow) => {
     if (row.isTodayStatusLoading || row.isTodayStatusUnknown) {
-      setWorkspaceNoticeCode(row.code);
+      setWorkspaceNotice({ code: row.code, assetType: row.assetType ?? 'stock' });
       return;
     }
     const recordId = row.latestItem?.id;
     if (typeof recordId === 'number') {
-      setWorkspaceNoticeCode(null);
+      setWorkspaceNotice(null);
       onHistoryItemClick(recordId);
       return;
     }
-    setWorkspaceNoticeCode(row.code);
+    setWorkspaceNotice({ code: row.code, assetType: row.assetType ?? 'stock' });
   };
 
   const renderTabs = (
@@ -334,7 +367,7 @@ export const HomeStockWorkspace: React.FC<HomeStockWorkspaceProps> = ({
               selected ? 'bg-primary/15 text-primary shadow-inner' : 'text-secondary-text hover:bg-hover hover:text-foreground'
             }`}
             onClick={() => {
-              setWorkspaceNoticeCode(null);
+              setWorkspaceNotice(null);
               onTabChange(tab.key);
             }}
           >
@@ -391,7 +424,7 @@ export const HomeStockWorkspace: React.FC<HomeStockWorkspaceProps> = ({
                     className="h-7 w-7 px-0"
                     disabled={watchlistLoading}
                     onClick={() => {
-                      setWorkspaceNoticeCode(null);
+                      setWorkspaceNotice(null);
                       void onRefreshWatchlist();
                     }}
                     aria-label={t('watchlist.refreshAria')}
@@ -415,7 +448,7 @@ export const HomeStockWorkspace: React.FC<HomeStockWorkspaceProps> = ({
                 size="sm"
                 variant="home-action-ai"
                 className="h-8 flex-1 whitespace-nowrap px-2 text-xs sm:flex-none"
-                disabled={watchlistRows.length === 0 || isBatchAnalyzing}
+                disabled={watchlistLoading || watchlistRows.length === 0 || isBatchAnalyzing}
                 isLoading={isBatchAnalyzing}
                 loadingText={t('watchlist.submitting')}
                 onClick={() => void onAnalyzeWatchlist('all')}
@@ -428,7 +461,7 @@ export const HomeStockWorkspace: React.FC<HomeStockWorkspaceProps> = ({
                 size="sm"
                 variant="home-action-report"
                 className="h-8 flex-1 whitespace-nowrap px-2 text-xs sm:flex-none"
-                disabled={pendingWatchlistCount === 0 || isTodayStatusUnavailable || isBatchAnalyzing}
+                disabled={watchlistLoading || pendingWatchlistCount === 0 || isTodayStatusUnavailable || isBatchAnalyzing}
                 onClick={() => void onAnalyzeWatchlist('pending')}
               >
                 <CheckCircle2 className="h-4 w-4" aria-hidden="true" />
@@ -520,7 +553,7 @@ export const HomeStockWorkspace: React.FC<HomeStockWorkspaceProps> = ({
                   key={row.code}
                   row={row}
                   onRemove={async (code) => {
-                    setWorkspaceNoticeCode(null);
+                    setWorkspaceNotice(null);
                     await onRemoveFromWatchlist(code);
                   }}
                   onOpenDetail={handleWatchlistRowOpen}
@@ -530,8 +563,8 @@ export const HomeStockWorkspace: React.FC<HomeStockWorkspaceProps> = ({
                     || (
                       Boolean(selectedStockCode)
                       && (
-                        areStockCodesEquivalent(selectedStockCode ?? '', row.code)
+                        rowHasSelectedIdentity(row, selectedStockCode, selectedAssetType)
-                        || areStockCodesEquivalent(selectedStockCode ?? '', row.latestItem?.stockCode ?? '')
+                        || areAssetAwareCodesEquivalent(selectedStockCode ?? '', selectedAssetType, row.latestItem?.stockCode ?? '', row.latestItem?.assetType)
                       )
                     )
                   }

apps/dsa-web/src/components/watchlist/__tests__/HomeStockWorkspace.test.tsx

@@ -9,11 +9,13 @@ function renderWorkspace({
   watchlistRows,
   selectedRecordId,
   selectedStockCode,
+  selectedAssetType,
   activeTab = 'watchlist',
 }: {
   watchlistRows: HomeWatchlistRow[];
   selectedRecordId?: number;
   selectedStockCode?: string;
+  selectedAssetType?: 'stock' | 'index' | null;
   activeTab?: HomeWorkspaceTab;
 }) {
   const onHistoryItemClick = vi.fn();
@@ -42,6 +44,7 @@ function renderWorkspace({
         historyItems={[]}
         isLoadingHistory={false}
         selectedStockCode={selectedStockCode}
+        selectedAssetType={selectedAssetType ?? null}
         selectedRecordId={selectedRecordId}
         onHistoryItemClick={onHistoryItemClick}
       />
@@ -324,4 +327,159 @@ describe('HomeStockWorkspace', () => {
 
     expect(screen.getByRole('button', { name: '打开 HK700 最新分析详情' })).toHaveAttribute('aria-pressed', 'true');
   });
+
+  it('keeps a same-code stock row selected without selecting the index row', () => {
+    renderWorkspace({
+      watchlistRows: [
+        {
+          code: 'sh000016',
+          assetType: 'index',
+          analyzedToday: true,
+          latestItem: {
+            id: 31,
+            stockCode: 'sh000016',
+            stockName: '上证50',
+            sentimentScore: 66,
+            operationAdvice: '观望',
+            analysisCount: 1,
+            lastAnalysisTime: '2026-03-19T09:00:00+08:00',
+            assetType: 'index',
+          },
+        },
+        {
+          code: '000016',
+          assetType: 'stock',
+          analyzedToday: true,
+          latestItem: {
+            id: 32,
+            stockCode: '000016',
+            stockName: '深康佳A',
+            sentimentScore: 71,
+            operationAdvice: '买入',
+            analysisCount: 1,
+            lastAnalysisTime: '2026-03-19T09:00:00+08:00',
+            assetType: 'stock',
+          },
+        },
+      ],
+      selectedStockCode: '000016',
+      selectedAssetType: 'stock',
+      selectedRecordId: 32,
+    });
+
+    const stockRowButton = screen.getByTestId('watchlist-row-000016').querySelector('button[aria-pressed]');
+    const indexRowButton = screen.getByTestId('watchlist-row-sh000016').querySelector('button[aria-pressed]');
+    expect(stockRowButton).toHaveAttribute('aria-pressed', 'true');
+    expect(indexRowButton).toHaveAttribute('aria-pressed', 'false');
+  });
+
+  it('selects the index row when the index report is active', () => {
+    renderWorkspace({
+      watchlistRows: [
+        {
+          code: 'sh000016',
+          assetType: 'index',
+          analyzedToday: true,
+          latestItem: {
+            id: 41,
+            stockCode: 'SH000016',
+            stockName: '上证50',
+            sentimentScore: 66,
+            operationAdvice: '观望',
+            analysisCount: 2,
+            lastAnalysisTime: '2026-03-19T09:00:00+08:00',
+            assetType: 'index',
+          },
+        },
+        {
+          code: '000016',
+          assetType: 'stock',
+          analyzedToday: true,
+          latestItem: {
+            id: 42,
+            stockCode: '000016',
+            stockName: '深康佳A',
+            sentimentScore: 71,
+            operationAdvice: '买入',
+            analysisCount: 1,
+            lastAnalysisTime: '2026-03-19T09:00:00+08:00',
+            assetType: 'stock',
+          },
+        },
+      ],
+      selectedStockCode: 'sh000016',
+      selectedAssetType: 'index',
+      selectedRecordId: 41,
+    });
+
+    const indexRowButton = screen.getByTestId('watchlist-row-sh000016').querySelector('button[aria-pressed]');
+    const stockRowButton = screen.getByTestId('watchlist-row-000016').querySelector('button[aria-pressed]');
+    expect(indexRowButton).toHaveAttribute('aria-pressed', 'true');
+    expect(stockRowButton).toHaveAttribute('aria-pressed', 'false');
+  });
+
+  it('selects an alias-form index row via its registry identity even without a latest detail (PR #2312)', () => {
+    renderWorkspace({
+      watchlistRows: [
+        {
+          code: '000016.SH',
+          assetType: 'index',
+          identityKey: 'sh000016',
+          analyzedToday: true,
+        },
+        {
+          code: '000016',
+          assetType: 'stock',
+          analyzedToday: true,
+        },
+      ],
+      selectedStockCode: 'sh000016',
+      selectedAssetType: 'index',
+    });
+
+    // No `selectedRecordId` and no latest detail on either row, so selection
+    // must come from the identity comparison: the canonical report pairs with
+    // the alias row through `identityKey` (HomePage's registry resolution) and
+    // never with the bare `000016` stock row.
+    const aliasRowButton = screen.getByTestId('watchlist-row-000016.SH').querySelector('button[aria-pressed]');
+    const stockRowButton = screen.getByTestId('watchlist-row-000016').querySelector('button[aria-pressed]');
+    expect(aliasRowButton).toHaveAttribute('aria-pressed', 'true');
+    expect(stockRowButton).toHaveAttribute('aria-pressed', 'false');
+  });
+
+  it('keeps the no-detail notice on the triggering index row instead of reusing the same-code stock row detail (PR #2312)', async () => {
+    const { onHistoryItemClick } = renderWorkspace({
+      watchlistRows: [
+        {
+          code: '000016',
+          assetType: 'stock',
+          analyzedToday: true,
+          latestItem: {
+            id: 99,
+            stockCode: '000016',
+            stockName: '深康佳A',
+            sentimentScore: 70,
+            operationAdvice: '买入',
+            analysisCount: 1,
+            lastAnalysisTime: '2026-03-19T09:00:00+08:00',
+            assetType: 'stock',
+          },
+        },
+        {
+          code: '000016.SH',
+          assetType: 'index',
+          analyzedToday: false,
+        },
+      ],
+    });
+
+    fireEvent.click(screen.getByTestId('watchlist-row-000016.SH').querySelector('button[aria-pressed]') as HTMLButtonElement);
+
+    // The index row has no detail yet. The notice carries the triggering row's
+    // own code+assetType (000016.SH / index); without that, the shared stock
+    // normalization would fold 000016.SH to 000016 and the notice would be
+    // swallowed by the stock row (which HAS a detail).
+    expect(await screen.findByRole('alert')).toHaveTextContent('暂无分析详情，可先分析。');
+    expect(onHistoryItemClick).not.toHaveBeenCalled();
+  });
 });

apps/dsa-web/src/hooks/__tests__/useTaskStream.test.tsx

@@ -95,8 +95,9 @@ describe('useTaskStream', () => {
         data: JSON.stringify({
           task_id: 'task-1',
           trace_id: 'trace-task-1',
-          stock_code: '600519',
+          stock_code: 'sh000016',
-          stock_name: '贵州茅台',
+          stock_name: '上证50',
+          asset_type: 'index',
           status: 'processing',
           progress: 72,
           message: 'LLM 正在生成分析结果',
@@ -129,8 +130,8 @@ describe('useTaskStream', () => {
     expect(onTaskProgress).toHaveBeenCalledWith({
       taskId: 'task-1',
       traceId: 'trace-task-1',
-      stockCode: '600519',
+      stockCode: 'sh000016',
-      stockName: '贵州茅台',
+      stockName: '上证50',
       status: 'processing',
       progress: 72,
       message: 'LLM 正在生成分析结果',
@@ -144,6 +145,7 @@ describe('useTaskStream', () => {
       analysisPhase: 'intraday',
       skills: ['growth_quality'],
       region: 'jp,kr',
+      assetType: 'index',
     });
     expect(onTaskFlowEvent).toHaveBeenCalledWith(
       expect.objectContaining({ taskId: 'task-1' }),

apps/dsa-web/src/hooks/useTaskStream.ts

@@ -114,6 +114,7 @@ const toTaskInfo = (data: Record<string, unknown>): TaskInfo => {
     selectionSource: data.selection_source as string | undefined,
     analysisPhase: data.analysis_phase as TaskInfo['analysisPhase'],
     skills: Array.isArray(data.skills) ? data.skills.map(String) : undefined,
+    assetType: data.asset_type as TaskInfo['assetType'] | undefined,
   };
 
   if (typeof data.trace_id === 'string' && data.trace_id.trim()) {

apps/dsa-web/src/i18n/uiText.ts

@@ -448,7 +448,9 @@ const zh = {
   'watchlist.batchFailed': '自选股批量分析提交失败',
   'watchlist.batchIncompleteResponse': '批量接口本组请求 {requested} 只，仅确认 {confirmed} 只，返回结果不完整',
   'watchlist.batchPartiallySubmitted': '已确认提交 {accepted} 个任务，{duplicates} 个正在运行；另有 {unconfirmed} 只未确认，已停止后续提交并刷新任务列表。原因：{error}',
+  'watchlist.batchPartiallySubmittedWithRejected': '已确认提交 {accepted} 个任务，{duplicates} 个正在运行，{rejected} 个被拒绝；另有 {unconfirmed} 只未确认，已停止后续提交并刷新任务列表。原因：{error}',
   'watchlist.batchSubmitted': '已提交 {accepted} 个任务，{duplicates} 个正在运行',
+  'watchlist.batchSubmittedWithRejected': '已提交 {accepted} 个任务，{duplicates} 个正在运行，{rejected} 个被拒绝。首个拒绝原因：{reason}',
   'watchlist.emptyDescription': '在报告详情或这里添加股票后，可一键运行整组自选股。',
   'watchlist.emptyTitle': '暂无自选股',
   'watchlist.listHint': '按自选顺序展示，今日状态实时标记',
@@ -1405,7 +1407,9 @@ const en: Record<UiTextKey, string> = {
   'watchlist.batchFailed': 'Watchlist batch submit failed',
   'watchlist.batchIncompleteResponse': 'The batch API received {requested} stock(s) in this chunk but confirmed only {confirmed}; the response is incomplete',
   'watchlist.batchPartiallySubmitted': 'Confirmed {accepted} submitted task(s) and {duplicates} already running; {unconfirmed} stock(s) remain unconfirmed. Further submission stopped and the task list was refreshed. Reason: {error}',
+  'watchlist.batchPartiallySubmittedWithRejected': 'Confirmed {accepted} submitted task(s), {duplicates} already running, {rejected} rejected; {unconfirmed} stock(s) remain unconfirmed. Further submission stopped and the task list was refreshed. Reason: {error}',
   'watchlist.batchSubmitted': 'Submitted {accepted} task(s), {duplicates} already running',
+  'watchlist.batchSubmittedWithRejected': 'Submitted {accepted} task(s), {duplicates} already running, {rejected} rejected. First rejection reason: {reason}',
   'watchlist.emptyDescription': 'Add stocks here or from a report, then run the whole watchlist from one place.',
   'watchlist.emptyTitle': 'No watchlist stocks',
   'watchlist.listHint': 'Shown in watchlist order with today status',

apps/dsa-web/src/pages/ChatPage.tsx

@@ -27,7 +27,12 @@ import {
 import { isNearBottom } from '../utils/chatScroll';
 import { getReportText } from '../utils/reportLanguage';
 import { extractStockCodesFromMessage } from '../utils/chatStockCode';
-import { findMatchingStockCode, includesStockCode, normalizeStockCode } from '../utils/stockCode';
+import {
+  findMatchingStockCode,
+  includesStockCode,
+  normalizeStockCode,
+  resolveRegisteredIndexCanonical,
+} from '../utils/stockCode';
 import { useStockIndex } from '../hooks/useStockIndex';
 import type { StockIndexItem } from '../types/stockIndex';
 import { useUiLanguage } from '../contexts/UiLanguageContext';
@@ -78,13 +83,33 @@ const resolveUniqueStockNameContext = (
     if (!terms.some((term) => normalizedMessage.includes(term.toLocaleLowerCase()))) {
       continue;
     }
-    const stockCode = normalizeStockCode(item.canonicalCode);
+    // Index canonical codes (sh000001 / csi930955) must be preserved verbatim —
+    // normalizeStockCode would strip the exchange prefix and collide with a
+    // same-digit stock (sh000001 → 000001 vs 平安银行 000001).
+    const stockCode = item.assetType === 'index'
+      ? item.canonicalCode
+      : normalizeStockCode(item.canonicalCode);
     matches.set(stockCode, { stock_code: stockCode, stock_name: item.nameZh || null });
   }
 
   return matches.size === 1 ? [...matches.values()][0] : null;
 };
 
+/**
+ * Determine whether an active stock code resolves to a registered index.
+ *
+ * Only an exact registry canonical/display/explicit-alias hit counts; bare
+ * same-digit stocks must never be typed as indexes through normalization or
+ * prefix guessing. Stock-only watchlist actions are hidden for these matches.
+ */
+const isRegisteredIndexCanonicalCode = (
+  code: string | null,
+  index: StockIndexItem[],
+): boolean => {
+  if (!code) return false;
+  return resolveRegisteredIndexCanonical(index, code) !== null;
+};
+
 const getMessageSkillNames = (msg: Message): string[] => {
   if (msg.skillNames?.length) return msg.skillNames;
   if (msg.skillName) return [msg.skillName];
@@ -113,15 +138,28 @@ const getPipelineBudgetSkippedLabel = (step: ProgressStep): string => {
   return `${step.stage || 'pipeline'} skipped: insufficient budget`;
 };
 
+// Comparison identity key: registry canonical first (so an index context keeps
+// its lowercase canonical and never normalizes into the bare same-code stock),
+// then the stock normalization fallback. Never guesses index types from prefixes.
+const resolveComparisonStockKey = (
+  code: string | null | undefined,
+  index: StockIndexItem[],
+): string | null => {
+  if (!code) return null;
+  const trimmed = code.trim();
+  if (!trimmed) return null;
+  return resolveRegisteredIndexCanonical(index, trimmed) ?? normalizeStockCode(trimmed);
+};
+
 const isCompareStockMessage = (
   message: string,
   stockCodes: string[],
-  currentStockCode?: string | null,
+  currentStockKey?: string | null,
 ): boolean => {
   if (STRONG_COMPARE_STOCK_MESSAGE_RE.test(message)) {
     return true;
   }
-  const current = currentStockCode ? normalizeStockCode(currentStockCode) : null;
+  const current = currentStockKey ?? null;
   const newStockCodes = current
     ? stockCodes.filter((code) => code !== current)
     : stockCodes;
@@ -137,7 +175,7 @@ const isCompareStockMessage = (
   if (stockCodes.length >= 2) {
     return true;
   }
-  if (!currentStockCode) {
+  if (!currentStockKey) {
     return false;
   }
   const hasNewStock = stockCodes.some((code) => code !== current);
@@ -147,26 +185,27 @@ const isCompareStockMessage = (
 const resolveActiveStockContextFromMessage = (
   message: string,
   currentContext: ActiveStockContext | null,
+  index: StockIndexItem[],
 ): ActiveStockResolution | null => {
-  const stockCodes = extractStockCodesFromMessage(message);
+  const stockCodes = extractStockCodesFromMessage(message, index);
   const stockCode = stockCodes[0] ?? null;
   if (!stockCode) {
     return null;
   }
 
-  const isCompare = isCompareStockMessage(message, stockCodes, currentContext?.stock_code);
+  // Registry-first identity keys so an index context (sh000016) is never
+  // folded with the bare same-code stock when comparing or switching.
+  const currentStockKey = resolveComparisonStockKey(currentContext?.stock_code, index);
+  const isCompare = isCompareStockMessage(message, stockCodes, currentStockKey);
   const isSwitch = SWITCH_STOCK_MESSAGE_RE.test(message);
-  const currentStockCode = currentContext?.stock_code
+  const newStockCodes = currentStockKey
-    ? normalizeStockCode(currentContext.stock_code)
+    ? stockCodes.filter((code) => code !== currentStockKey)
-    : null;
-  const newStockCodes = currentStockCode
-    ? stockCodes.filter((code) => code !== currentStockCode)
     : stockCodes;
   // Explicit switches can mention the old stock; use the single new code when present.
   const targetStockCode = isSwitch && newStockCodes.length === 1
     ? newStockCodes[0]
     : stockCode;
-  const isDifferentStock = currentStockCode !== targetStockCode;
+  const isDifferentStock = currentStockKey !== resolveComparisonStockKey(targetStockCode, index);
 
   // Compare messages and implicit follow-ups must not rewrite the active stock context.
   if (isCompare || (currentContext && !isSwitch)) {
@@ -185,13 +224,16 @@ const resolveActiveStockContextFromMessage = (
   };
 };
 
-const restoreActiveStockContextFromMessages = (messages: Message[]): ActiveStockContext | null => {
+const restoreActiveStockContextFromMessages = (
+  messages: Message[],
+  index: StockIndexItem[],
+): ActiveStockContext | null => {
   let restoredContext: ActiveStockContext | null = null;
   for (const message of messages) {
     if (message.role !== 'user') {
       continue;
     }
-    const resolution = resolveActiveStockContextFromMessage(message.content, restoredContext);
+    const resolution = resolveActiveStockContextFromMessage(message.content, restoredContext, index);
     if (resolution) {
       restoredContext = resolution.context;
     }
@@ -233,9 +275,9 @@ const ChatPage: React.FC = () => {
   const [agentStatus, setAgentStatus] = useState<AgentStatusResponse | null>(null);
   const [agentStatusError, setAgentStatusError] = useState<string | null>(null);
   const [agentStatusChecking, setAgentStatusChecking] = useState(true);
-  const { index: stockIndex } = useStockIndex(
+  // All Chat backends need the registry before resolving stock identity.
-    agentStatus?.backend === 'codex_app_server',
+  const { index: stockIndex, loading: stockIndexLoading } = useStockIndex();
-  );
+
   const watchlistMessageTimerRef = useRef<number | null>(null);
   const copyResetTimerRef = useRef<Partial<Record<string, number>>>({});
   const messagesViewportRef = useRef<HTMLDivElement>(null);
@@ -365,13 +407,16 @@ const ChatPage: React.FC = () => {
     if (activeStockContext || messages.length === 0) {
       return;
     }
-    const restoredContext = restoreActiveStockContextFromMessages(messages);
+    if (stockIndexLoading) {
+      return;
+    }
+    const restoredContext = restoreActiveStockContextFromMessages(messages, stockIndex);
     if (!restoredContext) {
       return;
     }
     setActiveStockContext(restoredContext);
     setActiveStockCode(restoredContext.stock_code);
-  }, [activeStockContext, messages, sessionId]);
+  }, [activeStockContext, messages, sessionId, stockIndex, stockIndexLoading]);
 
   const syncScrollState = useCallback(() => {
     const viewport = messagesViewportRef.current;
@@ -632,7 +677,33 @@ const ChatPage: React.FC = () => {
 
   // Handle follow-up from report page: ?stock=600519&name=贵州茅台&recordId=xxx
   useEffect(() => {
-    const stock = sanitizeFollowUpStockCode(searchParams.get('stock'));
+    const rawStockCode = searchParams.get('stock');
+    if (!rawStockCode) {
+      // Nothing to follow up — only clear when there actually ARE stale query
+      // params. Skipping the empty case avoids redundant `replace: true`
+      // navigations on every effect re-run (the gate below legitimately re-runs
+      // as status/registry state settles), which would otherwise clobber
+      // subsequent RouterProvider navigation state asserted by other tests.
+      if (searchParams.size === 0) {
+        return;
+      }
+      setSearchParams({}, { replace: true });
+      return;
+    }
+
+    if (stockIndexLoading) {
+      return;
+    }
+    if (agentStatusChecking) {
+      return;
+    }
+
+    // Registry canonical first for explicit index follow-ups (sh000016 /
+    // 000016.SH / 930955.CSI / csi930955) so the report-follow-up canonical is
+    // preserved end-to-end; the sanitize contract is untouched and remains the
+    // stock fail-open when the registry is unavailable or the code unregistered.
+    const registryCanonical = resolveRegisteredIndexCanonical(stockIndex, rawStockCode);
+    const stock = registryCanonical ?? sanitizeFollowUpStockCode(rawStockCode);
     const name = sanitizeFollowUpStockName(searchParams.get('name'));
     const recordId = parseFollowUpRecordId(searchParams.get('recordId'));
 
@@ -670,7 +741,7 @@ const ChatPage: React.FC = () => {
       }
     });
     setSearchParams({}, { replace: true });
-  }, [searchParams, setSearchParams]);
+  }, [searchParams, setSearchParams, stockIndex, stockIndexLoading, agentStatusChecking]);
 
   const handleSend = useCallback(
     async (
@@ -679,7 +750,7 @@ const ChatPage: React.FC = () => {
       overrideStockContext?: ActiveStockContext,
     ) => {
       const msgText = (overrideMessage ?? input).trim();
-      if (!msgText || loading || !agentAvailable || !agentStatus) return;
+      if (!msgText || loading || stockIndexLoading || !agentAvailable || !agentStatus) return;
       if (overrideMessage !== undefined) {
         setInput(msgText);
       }
@@ -696,7 +767,7 @@ const ChatPage: React.FC = () => {
       let useActiveContextForThisSend = Boolean(codexStockContext);
       const stockResolution = codexStockContext
         ? null
-        : resolveActiveStockContextFromMessage(msgText, activeStockContext);
+        : resolveActiveStockContextFromMessage(msgText, activeStockContext, stockIndex);
       if (stockResolution) {
         nextActiveStockContext = stockResolution.context;
         useActiveContextForThisSend = stockResolution.useForCurrentSend;
@@ -740,7 +811,7 @@ const ChatPage: React.FC = () => {
         },
       });
     },
-    [activeStockContext, agentAvailable, agentStatus, getSkillNames, input, loading, normalizeSelectedSkillIds, requestScrollToBottom, selectedSkillIds, sessionId, sessionSelectedSkillIds, startStream, stockIndex],
+    [activeStockContext, agentAvailable, agentStatus, getSkillNames, input, loading, normalizeSelectedSkillIds, requestScrollToBottom, selectedSkillIds, sessionId, sessionSelectedSkillIds, startStream, stockIndex, stockIndexLoading],
   );
 
   const handleKeyDown = (e: React.KeyboardEvent<HTMLTextAreaElement>) => {
@@ -1281,7 +1352,7 @@ const ChatPage: React.FC = () => {
                         <button
                           key={i}
                           onClick={() => handleQuickQuestion(q)}
-                          disabled={!agentAvailable}
+                          disabled={!agentAvailable || stockIndexLoading}
                           className="quick-question-btn disabled:cursor-not-allowed disabled:opacity-60"
                         >
                           {q.label}
@@ -1619,7 +1690,7 @@ const ChatPage: React.FC = () => {
                 </div>
               )}
 
-            {activeStockCode && (
+            {activeStockCode && !isRegisteredIndexCanonicalCode(activeStockCode, stockIndex) && (
               <div className="flex items-center gap-2">
                 <span className="text-xs text-muted-text font-mono">{activeStockCode}</span>
                 <Button
@@ -1666,8 +1737,8 @@ const ChatPage: React.FC = () => {
                   <Button
                     variant="primary"
                     onClick={() => handleSend()}
-                    disabled={!input.trim() || loading || !agentAvailable}
+                    disabled={!input.trim() || loading || stockIndexLoading || !agentAvailable}
-                    isLoading={loading}
+                    isLoading={loading || stockIndexLoading}
                     className="btn-primary flex-shrink-0"
                   >
                     发送

apps/dsa-web/src/pages/HomePage.tsx

@@ -38,7 +38,8 @@ import type {
 } from '../types/analysis';
 import type { RunFlowSnapshotSource } from '../types/runFlow';
 import { getTodayInShanghai } from '../utils/format';
-import { normalizeStockCode } from '../utils/stockCode';
+import { useStockIndex } from '../hooks/useStockIndex';
+import { resolveRegisteredIndexCanonical, toAssetAwareCodeKey, type AssetAwareAssetType } from '../utils/stockCode';
 
 type MarketReviewNotice = {
   variant: 'success' | 'warning' | 'danger';
@@ -142,9 +143,10 @@ function shiftDateKey(dateKey: string, days: number): string {
   return date.toISOString().slice(0, 10);
 }
 
-function getStockCodeKey(code?: string | null): string {
+function getStockCodeKey(code?: string | null, assetType?: AssetAwareAssetType | null): string {
-  const trimmed = (code ?? '').trim();
+  // Direct delegation: `toAssetAwareCodeKey` already treats unknown/stock codes
-  return trimmed ? normalizeStockCode(trimmed).toUpperCase() : '';
+  // with the existing stock normalization, so no extra branching is needed.
+  return toAssetAwareCodeKey(code, assetType);
 }
 
 function chunkStockCodes(codes: string[]): string[][] {
@@ -180,14 +182,15 @@ function writeTaskPanelCollapsedPreference(collapsed: boolean): void {
   }
 }
 
-function countBatchAccepted(result: AnalyzeAsyncResponse): { accepted: number; duplicates: number } {
+function countBatchAccepted(result: AnalyzeAsyncResponse): { accepted: number; duplicates: number; rejected: number } {
   if ('accepted' in result) {
     return {
       accepted: result.accepted.length,
       duplicates: result.duplicates.length,
+      rejected: result.rejected?.length ?? 0,
     };
   }
-  return { accepted: 1, duplicates: 0 };
+  return { accepted: 1, duplicates: 0, rejected: 0 };
 }
 
 function toStockBarItemFromHistoryItem(item: HistoryItem): StockBarItem {
@@ -204,6 +207,7 @@ function toStockBarItemFromHistoryItem(item: HistoryItem): StockBarItem {
     lastAnalysisTime: item.createdAt,
     modelUsed: item.modelUsed,
     marketPhaseSummary: item.marketPhaseSummary ?? null,
+    assetType: item.assetType,
   };
 }
 
@@ -248,6 +252,40 @@ const HomePage: React.FC = () => {
   const navigate = useNavigate();
   const location = useLocation();
   const { language: uiLanguage, t } = useUiLanguage();
+  const {
+    index: stockIndexItems,
+    fallback: isStockIndexFallback,
+    loaded: isStockIndexLoaded,
+  } = useStockIndex();
+  // Registry is "ready" once loaded — or once an explicit fallback happened
+  // (load failure), which keeps the existing fail-open stock semantics.
+  const isStockIndexReady = isStockIndexLoaded || isStockIndexFallback;
+
+  // PR #2312: raw watchlist strings carry no asset type — only an exact
+  // canonical/display/alias hit on a loaded ``assetType=index`` registry row
+  // buckets the code as an index; anything else keeps the legacy stock
+  // normalization (fail-open). Backend-tagged items/tasks/reports never touch
+  // the registry — they use their explicit asset type directly.
+  const getWatchlistCodeIdentity = useCallback(
+    (code: string | null | undefined): { key: string; assetType: AssetAwareAssetType } => {
+      const trimmed = (code ?? '').trim();
+      if (!trimmed) {
+        return { key: '', assetType: 'stock' };
+      }
+      const indexCanonical = resolveRegisteredIndexCanonical(stockIndexItems, trimmed);
+      if (indexCanonical) {
+        return { key: indexCanonical, assetType: 'index' };
+      }
+      return { key: getStockCodeKey(trimmed, 'stock'), assetType: 'stock' };
+    },
+    [stockIndexItems],
+  );
+
+  const getWatchlistCodeKey = useCallback(
+    (code: string | null | undefined): string => getWatchlistCodeIdentity(code).key,
+    [getWatchlistCodeIdentity],
+  );
+
   const [sidebarOpen, setSidebarOpen] = useState(false);
   const [isSubmittingMarketReview, setIsSubmittingMarketReview] = useState(false);
   const [marketReviewNotice, setMarketReviewNotice] = useState<MarketReviewNotice>(null);
@@ -603,7 +641,7 @@ const HomePage: React.FC = () => {
     if (task.reportType === 'market_review') {
       return;
     }
-    const key = getStockCodeKey(task.stockCode);
+    const key = getStockCodeKey(task.stockCode, task.assetType);
     if (!key) {
       return;
     }
@@ -618,7 +656,7 @@ const HomePage: React.FC = () => {
     if (task.reportType === 'market_review') {
       return;
     }
-    const key = getStockCodeKey(task.stockCode);
+    const key = getStockCodeKey(task.stockCode, task.assetType);
     if (key) {
       setCompletedTaskRefreshPendingCounts((current) => {
         const pendingCount = current.get(key) ?? 0;
@@ -674,14 +712,14 @@ const HomePage: React.FC = () => {
   const watchlistCodesByNormalized = useMemo(() => {
     const codesByNormalized = new Map<string, string>();
     for (const code of watchlistState.watchlistCodes) {
-      const key = getStockCodeKey(code);
+      const key = getWatchlistCodeKey(code);
       if (!key || key === 'MARKET' || codesByNormalized.has(key)) {
         continue;
       }
       codesByNormalized.set(key, code);
     }
     return Array.from(codesByNormalized.entries());
-  }, [watchlistState.watchlistCodes]);
+  }, [getWatchlistCodeKey, watchlistState.watchlistCodes]);
 
   const stockBarItemByCode = useMemo(() => {
     const itemsByCode = new Map<string, StockBarItem>();
@@ -689,7 +727,7 @@ const HomePage: React.FC = () => {
       if (item.stockCode === 'MARKET') {
         continue;
       }
-      const key = getStockCodeKey(item.stockCode);
+      const key = getStockCodeKey(item.stockCode, item.assetType);
       if (key) {
         itemsByCode.set(key, item);
       }
@@ -697,7 +735,12 @@ const HomePage: React.FC = () => {
     return itemsByCode;
   }, [stockBarItems]);
 
-  const canLookupWatchlistHistory = !isLoadingStockBar && isStockBarInitialLoadSettled;
+  // Watchlist identity resolution must never run while the stock index registry
+  // is still loading: a raw index string (`sh000016`) would transiently fall
+  // into the stock bucket and cross-link with the same-code stock. The lookup
+  // stays off until the registry is loaded (or an explicit fallback happened),
+  // at which point the existing fail-open semantics apply.
+  const canLookupWatchlistHistory = isStockIndexReady && !isLoadingStockBar && isStockBarInitialLoadSettled;
 
   const watchlistMissingHistoryEntries = useMemo(
     () => (
@@ -748,7 +791,7 @@ const HomePage: React.FC = () => {
         const next = new Map<string, StockBarItem>();
         const failedKeys = new Set<string>();
         for (const entry of results) {
-          const key = getStockCodeKey(entry.code);
+          const key = getWatchlistCodeKey(entry.code);
           if (!key) {
             continue;
           }
@@ -782,7 +825,7 @@ const HomePage: React.FC = () => {
       isCanceled = true;
       abortController.abort();
     };
-  }, [canLookupWatchlistHistory, watchlistHistoryRetryVersion, watchlistMissingHistoryEntries, watchlistMissingHistorySignature]);
+  }, [canLookupWatchlistHistory, getWatchlistCodeKey, watchlistHistoryRetryVersion, watchlistMissingHistoryEntries, watchlistMissingHistorySignature]);
 
   const clearMarketReviewState = useCallback(() => {
     stopMarketReviewPolling();
@@ -1101,7 +1144,7 @@ const HomePage: React.FC = () => {
       if (task.reportType === 'market_review') {
         continue;
       }
-      const key = getStockCodeKey(task.stockCode);
+      const key = getStockCodeKey(task.stockCode, task.assetType);
       if (key) {
         tasksByCode.set(key, task);
       }
@@ -1111,7 +1154,8 @@ const HomePage: React.FC = () => {
 
   const watchlistRows = useMemo<HomeWatchlistRow[]>(() => (
     watchlistState.watchlistCodes.map((code) => {
-      const key = getStockCodeKey(code);
+      const identity = getWatchlistCodeIdentity(code);
+      const key = identity.key;
       const latestItemCandidate = key
         ? stockBarItemByCode.get(key) ?? watchlistHistoryItemsByCode.get(key)
         : undefined;
@@ -1145,6 +1189,11 @@ const HomePage: React.FC = () => {
         : latestItemCandidate;
       return {
         code,
+        assetType: identity.assetType,
+        // Registry-derived canonical identity: lets the workspace match a
+        // canonical selected report against an alias-form raw watchlist row
+        // (e.g. `000016.SH` -> identityKey `sh000016`) without re-parsing.
+        identityKey: identity.key,
         latestItem,
         analyzedToday: !isTodayStatusLoading && !isTodayStatusUnknown && getShanghaiDateKey(latestItem?.lastAnalysisTime) === todayDateKey,
         isTodayStatusLoading,
@@ -1158,6 +1207,7 @@ const HomePage: React.FC = () => {
     completedTaskRefreshPendingCounts,
     isLoadingStockBar,
     stockBarRefreshFailed,
+    getWatchlistCodeIdentity,
     stockBarItemByCode,
     todayDateKey,
     watchlistHistoryItemsByCode,
@@ -1213,6 +1263,12 @@ const HomePage: React.FC = () => {
   }, [todayDateKey, todayHistoryItems]);
 
   const handleAnalyzeWatchlist = useCallback(async (mode: WatchlistAnalyzeMode) => {
+    // The workspace button is disabled while the registry loads, but keep this
+    // guard at the action boundary so no alternate caller can dedupe an index
+    // alias with a same-code stock using the temporary fail-open key.
+    if (!isStockIndexReady) {
+      return;
+    }
     if (mode === 'pending' && watchlistTodayStatusBlocked) {
       setBatchAnalyzeStatus({
         variant: 'warning',
@@ -1224,7 +1280,7 @@ const HomePage: React.FC = () => {
     const sourceCodes = mode === 'pending' ? pendingWatchlistCodes : watchlistState.watchlistCodes;
     const seen = new Set<string>();
     const targetCodes = sourceCodes.filter((code) => {
-      const key = getStockCodeKey(code);
+      const key = getWatchlistCodeKey(code);
       if (!key || seen.has(key)) {
         return false;
       }
@@ -1244,6 +1300,8 @@ const HomePage: React.FC = () => {
     setBatchAnalyzeStatus(null);
     let acceptedCount = 0;
     let duplicateCount = 0;
+    let rejectedCount = 0;
+    let rejectedReasons: string[] = [];
     let confirmedCodeCount = 0;
     let submissionError: ParsedApiError | null = null;
     try {
@@ -1258,7 +1316,17 @@ const HomePage: React.FC = () => {
           const counts = countBatchAccepted(result);
           acceptedCount += counts.accepted;
           duplicateCount += counts.duplicates;
-          const confirmedInChunk = counts.accepted + counts.duplicates;
+          rejectedCount += counts.rejected;
+          if (counts.rejected > 0 && 'rejected' in result && result.rejected) {
+            rejectedReasons = rejectedReasons.concat(
+              result.rejected.map((entry) => `${entry.stockCode}: ${entry.message}`),
+            );
+          }
+          // accepted + duplicates + rejected is the server's full disposition of
+          // this chunk. Rejected entries are an explicit server response (not a
+          // short/partial response), so they count toward "confirmed" and must
+          // not be mistaken for an incomplete response that halts later chunks.
+          const confirmedInChunk = counts.accepted + counts.duplicates + counts.rejected;
           confirmedCodeCount += Math.min(confirmedInChunk, chunk.length);
           if (confirmedInChunk !== chunk.length) {
             submissionError = getParsedApiError(new Error(t('watchlist.batchIncompleteResponse', {
@@ -1284,12 +1352,16 @@ const HomePage: React.FC = () => {
       setSidebarWorkspaceTab('watchlist');
 
       if (submissionError) {
-        if (acceptedCount > 0 || duplicateCount > 0) {
+        if (acceptedCount > 0 || duplicateCount > 0 || rejectedCount > 0) {
+          const partialKey = rejectedCount > 0
+            ? 'watchlist.batchPartiallySubmittedWithRejected'
+            : 'watchlist.batchPartiallySubmitted';
           setBatchAnalyzeStatus({
             variant: 'warning',
-            message: t('watchlist.batchPartiallySubmitted', {
+            message: t(partialKey, {
               accepted: acceptedCount,
               duplicates: duplicateCount,
+              rejected: rejectedCount,
               unconfirmed: targetCodes.length - confirmedCodeCount,
               error: submissionError.message || t('watchlist.batchFailed'),
             }),
@@ -1303,6 +1375,19 @@ const HomePage: React.FC = () => {
         return;
       }
 
+      if (rejectedCount > 0) {
+        setBatchAnalyzeStatus({
+          variant: 'warning',
+          message: t('watchlist.batchSubmittedWithRejected', {
+            accepted: acceptedCount,
+            duplicates: duplicateCount,
+            rejected: rejectedCount,
+            reason: rejectedReasons[0] ?? t('watchlist.batchFailed'),
+          }),
+        });
+        return;
+      }
+
       setBatchAnalyzeStatus({
         variant: acceptedCount > 0 ? 'success' : 'warning',
         message: t('watchlist.batchSubmitted', {
@@ -1320,6 +1405,8 @@ const HomePage: React.FC = () => {
       setIsBatchAnalyzingWatchlist(false);
     }
   }, [
+    getWatchlistCodeKey,
+    isStockIndexReady,
     notify,
     pendingWatchlistCodes,
     refreshActiveTasks,
@@ -1369,7 +1456,7 @@ const HomePage: React.FC = () => {
           activeTab={sidebarWorkspaceTab}
           onTabChange={setSidebarWorkspaceTab}
           watchlistRows={watchlistRows}
-          watchlistLoading={watchlistState.isLoading}
+          watchlistLoading={watchlistState.isLoading || !isStockIndexReady}
           watchlistActioning={watchlistState.isActioning}
           watchlistMessage={watchlistState.actionMessage}
           onAddToWatchlist={watchlistState.addToWatchlist}
@@ -1385,6 +1472,7 @@ const HomePage: React.FC = () => {
           historyItems={mergedStockBarItems}
           isLoadingHistory={isLoadingStockBar}
           selectedStockCode={selectedReport?.meta.stockCode}
+          selectedAssetType={selectedReport?.meta.assetType ?? null}
           selectedRecordId={selectedReport?.meta.id}
           onHistoryItemClick={handleHistoryItemClick}
           onDeleteStock={handleDeleteStock}
@@ -1405,11 +1493,13 @@ const HomePage: React.FC = () => {
       isDeletingStock,
       isLoadingStockBar,
       isLoadingTodayAnalysisItems,
+      isStockIndexReady,
       isTaskPanelCollapsed,
       todayAnalysisLoadFailed,
       mergedStockBarItems,
       openTaskRunFlow,
       selectedReport?.meta.id,
+      selectedReport?.meta.assetType,
       selectedReport?.meta.stockCode,
       sidebarWorkspaceTab,
       todayAnalysisItems,

apps/dsa-web/src/pages/__tests__/ChatPage.test.tsx

@@ -6,6 +6,7 @@ import { createParsedApiError } from '../../api/error';
 import { UiLanguageProvider } from '../../contexts/UiLanguageContext';
 import { historyApi } from '../../api/history';
 import type { Message, ProgressStep } from '../../stores/agentChatStore';
+import type { StockIndexItem } from '../../types/stockIndex';
 import { UI_LANGUAGE_STORAGE_KEY } from '../../utils/uiLanguage';
 import ChatPage from '../ChatPage';
 import { extractStockCodeFromMessage, extractStockCodesFromMessage } from '../../utils/chatStockCode';
@@ -33,25 +34,43 @@ const {
   mockDownloadSession,
   mockFormatSessionAsMarkdown,
   mockStockIndex,
-} = vi.hoisted(() => ({
+  mockStockIndexState,
-  mockGetSkills: vi.fn(),
+} = vi.hoisted(() => {
-  mockGetStatus: vi.fn(),
+  const mockStockIndex = [
-  mockDeleteChatSession: vi.fn(),
-  mockSendChat: vi.fn(),
-  mockGetSystemConfig: vi.fn(),
-  mockUpdateSystemConfig: vi.fn(),
-  mockGetWatchlist: vi.fn(),
-  mockAddToWatchlist: vi.fn(),
-  mockRemoveFromWatchlist: vi.fn(),
-  mockDownloadSession: vi.fn(),
-  mockFormatSessionAsMarkdown: vi.fn(),
-  mockStockIndex: [
     { canonicalCode: '600519.SH', displayCode: '600519', nameZh: '贵州茅台', aliases: ['茅台'], market: 'CN', assetType: 'stock', active: true },
     { canonicalCode: '300750.SZ', displayCode: '300750', nameZh: '宁德时代', aliases: [], market: 'CN', assetType: 'stock', active: true },
+    { canonicalCode: '000001.SZ', displayCode: '000001', nameZh: '平安银行', aliases: [], market: 'CN', assetType: 'stock', active: true },
     { canonicalCode: 'BABA', displayCode: 'BABA', nameZh: '阿里巴巴', aliases: [], market: 'US', assetType: 'stock', active: true },
     { canonicalCode: '09988.HK', displayCode: '09988', nameZh: '阿里巴巴', aliases: [], market: 'HK', assetType: 'stock', active: true },
-  ],
+    { canonicalCode: 'sh000001', displayCode: 'sh000001', nameZh: '上证指数', aliases: ['000001.SH'], market: 'CN', assetType: 'index', active: true },
-}));
+    { canonicalCode: 'sh000016', displayCode: 'sh000016', nameZh: '上证50', aliases: ['000016.SH'], market: 'CN', assetType: 'index', active: true },
+    { canonicalCode: 'sz399001', displayCode: 'sz399001', nameZh: '深证成指', aliases: ['399001.SZ'], market: 'CN', assetType: 'index', active: true },
+    { canonicalCode: 'sh000300', displayCode: 'sh000300', nameZh: '沪深300', aliases: ['sz399300', '399300.SZ', '000300.SH', '000300.CSI'], market: 'CN', assetType: 'index', active: true },
+    { canonicalCode: 'csi930955', displayCode: '930955.CSI', nameZh: '红利低波100', aliases: [], market: 'CN', assetType: 'index', active: true },
+  ];
+  return {
+    mockGetSkills: vi.fn(),
+    mockGetStatus: vi.fn(),
+    mockDeleteChatSession: vi.fn(),
+    mockSendChat: vi.fn(),
+    mockGetSystemConfig: vi.fn(),
+    mockUpdateSystemConfig: vi.fn(),
+    mockGetWatchlist: vi.fn(),
+    mockAddToWatchlist: vi.fn(),
+    mockRemoveFromWatchlist: vi.fn(),
+    mockDownloadSession: vi.fn(),
+    mockFormatSessionAsMarkdown: vi.fn(),
+    mockStockIndex,
+    // Mutable registry-load state for the async window shared by every backend.
+    mockStockIndexState: {
+      index: mockStockIndex,
+      loading: false,
+      error: null as Error | null,
+      fallback: false,
+      loaded: true,
+    },
+  };
+});
 
 const mockLoadSessions = vi.fn();
 const mockLoadInitialSession = vi.fn();
@@ -121,11 +140,11 @@ vi.mock('../../api/history', () => ({
 
 vi.mock('../../hooks/useStockIndex', () => ({
   useStockIndex: () => ({
-    index: mockStockIndex,
+    index: mockStockIndexState.index,
-    loading: false,
+    loading: mockStockIndexState.loading,
-    error: null,
+    error: mockStockIndexState.error,
-    fallback: false,
+    fallback: mockStockIndexState.fallback,
-    loaded: true,
+    loaded: mockStockIndexState.loaded,
   }),
 }));
 
@@ -257,6 +276,11 @@ beforeEach(() => {
   });
   mockDownloadSession.mockImplementation(() => {});
   mockFormatSessionAsMarkdown.mockReturnValue('# exported session');
+  mockStockIndexState.index = mockStockIndex;
+  mockStockIndexState.loading = false;
+  mockStockIndexState.error = null;
+  mockStockIndexState.fallback = false;
+  mockStockIndexState.loaded = true;
 });
 
 describe('ChatPage', () => {
@@ -445,7 +469,11 @@ describe('ChatPage', () => {
     expect(input).toBeDisabled();
     fireEvent.click(screen.getByRole('button', { name: '前往 Agent 设置' }));
     expect(await screen.findByText('Agent settings destination')).toBeInTheDocument();
-    expect(router.state.location.search).toBe('?category=agent');
+    // React Router v7 applies navigations asynchronously; waitFor keeps the
+    // assertion in an act-wrapped retry loop instead of reading a stale router state.
+    await waitFor(() => {
+      expect(router.state.location.search).toBe('?category=agent');
+    });
   });
 
   it('keeps sending disabled when backend status cannot be established', async () => {
@@ -507,6 +535,358 @@ describe('ChatPage', () => {
     });
   });
 
+  it('resolves a registered index name to its canonical code without stripping the prefix', async () => {
+    mockGetStatus.mockResolvedValueOnce({
+      backend: 'codex_app_server',
+      available: true,
+      experimental: true,
+      errorCode: null,
+      message: null,
+    });
+    let sentPayload: { context?: { stock_code: string; stock_name: string | null } } | undefined;
+    mockStartStream.mockImplementation(async (payload) => {
+      sentPayload = payload as typeof sentPayload;
+    });
+
+    render(
+      <MemoryRouter initialEntries={['/chat']}>
+        <ChatPage />
+      </MemoryRouter>,
+    );
+
+    const input = await screen.findByPlaceholderText(/分析 600519/);
+    fireEvent.change(input, { target: { value: '分析上证指数' } });
+    fireEvent.click(screen.getByRole('button', { name: '发送' }));
+    await waitFor(() => expect(mockStartStream).toHaveBeenCalledTimes(1));
+
+    // sh000001 (上证指数) must be preserved verbatim — normalizeStockCode would
+    // strip it to 000001 and collide with 平安银行 (000001.SZ).
+    expect(sentPayload?.context?.stock_code).toBe('sh000001');
+    expect(sentPayload?.context?.stock_name).toBe('上证指数');
+  });
+
+  it('resolves a registered CSI index display alias to its canonical code', async () => {
+    mockGetStatus.mockResolvedValueOnce({
+      backend: 'codex_app_server',
+      available: true,
+      experimental: true,
+      errorCode: null,
+      message: null,
+    });
+    let sentPayload: { context?: { stock_code: string; stock_name: string | null } } | undefined;
+    mockStartStream.mockImplementation(async (payload) => {
+      sentPayload = payload as typeof sentPayload;
+    });
+
+    render(
+      <MemoryRouter initialEntries={['/chat']}>
+        <ChatPage />
+      </MemoryRouter>,
+    );
+
+    const input = await screen.findByPlaceholderText(/分析 600519/);
+    fireEvent.change(input, { target: { value: '分析红利低波100' } });
+    fireEvent.click(screen.getByRole('button', { name: '发送' }));
+    await waitFor(() => expect(mockStartStream).toHaveBeenCalledTimes(1));
+
+    expect(sentPayload?.context?.stock_code).toBe('csi930955');
+    expect(sentPayload?.context?.stock_name).toBe('红利低波100');
+  });
+
+  it('hides the watchlist action for a registered index canonical in Codex mode', async () => {
+    mockGetStatus.mockResolvedValueOnce({
+      backend: 'codex_app_server',
+      available: true,
+      experimental: true,
+      errorCode: null,
+      message: null,
+    });
+    mockStartStream.mockImplementation(async (_payload, meta) => {
+      meta?.onAccepted?.({
+        type: 'accepted',
+        backend: 'codex_app_server',
+        request_id: 'request-index',
+        session_id: 'session-1',
+      });
+    });
+
+    render(
+      <MemoryRouter initialEntries={['/chat']}>
+        <ChatPage />
+      </MemoryRouter>,
+    );
+
+    const input = await screen.findByPlaceholderText(/分析 600519/);
+    fireEvent.change(input, { target: { value: '分析上证50' } });
+    fireEvent.click(screen.getByRole('button', { name: '发送' }));
+    await waitFor(() => expect(mockStartStream).toHaveBeenCalledTimes(1));
+
+    // sh000016 is a registered index canonical → stock-only watchlist hidden.
+    expect(screen.queryByText('加入自选')).not.toBeInTheDocument();
+    expect(screen.queryByText('从自选删除')).not.toBeInTheDocument();
+  });
+
+  it('keeps the watchlist action for a bare stock code that shares digits with an index', async () => {
+    mockGetWatchlist.mockResolvedValue([]);
+
+    render(
+      <MemoryRouter initialEntries={['/chat']}>
+        <ChatPage />
+      </MemoryRouter>,
+    );
+
+    const input = await screen.findByPlaceholderText(/分析 600519/);
+    fireEvent.change(input, { target: { value: '分析 000001' } });
+    fireEvent.keyDown(input, { key: 'Enter' });
+
+    // 000001 (平安银行) is a stock; only the sh000001 index canonical hides the
+    // action, so the bare same-digit stock keeps its watchlist button.
+    expect(await screen.findByText('加入自选')).toBeInTheDocument();
+  });
+
+  const CODEX_STATUS = {
+    backend: 'codex_app_server',
+    available: true,
+    experimental: true,
+    errorCode: null,
+    message: null,
+  };
+  const acceptedEvent = (requestId: string) => ({
+    type: 'accepted' as const,
+    backend: 'codex_app_server' as const,
+    request_id: requestId,
+    session_id: 'session-1' as const,
+  });
+
+  it.each([
+    ['sh000016', 'sh000016'],
+    ['000016.SH', 'sh000016'],
+    ['930955.CSI', 'csi930955'],
+    ['csi930955', 'csi930955'],
+    ['sz399001', 'sz399001'],
+  ] as const)('sends an explicit index code %s as its registry canonical', async (inputCode, expectedCanonical) => {
+    mockGetStatus.mockResolvedValueOnce(CODEX_STATUS);
+    let sentPayload: { context?: { stock_code: string; stock_name: string | null } } | undefined;
+    mockStartStream.mockImplementation(async (payload) => {
+      sentPayload = payload as typeof sentPayload;
+    });
+
+    render(
+      <MemoryRouter initialEntries={['/chat']}>
+        <ChatPage />
+      </MemoryRouter>,
+    );
+
+    const input = await screen.findByPlaceholderText(/分析 600519/);
+    fireEvent.change(input, { target: { value: `分析 ${inputCode}` } });
+    fireEvent.click(screen.getByRole('button', { name: '发送' }));
+    await waitFor(() => expect(mockStartStream).toHaveBeenCalledTimes(1));
+
+    // The registry canonical must survive extraction end-to-end — never be
+    // stripped to a bare same-code stock, and the inner bare digits of a dotted
+    // alias must not leak as a second code.
+    expect(sentPayload?.context?.stock_code).toBe(expectedCanonical);
+    expect(sentPayload?.context?.stock_name).toBeNull();
+  });
+
+  it.each([
+    ['sh000016', 'sh000016'],
+    ['000016.SH', 'sh000016'],
+    ['000016.sh', 'sh000016'],
+    ['CSI930955', 'csi930955'],
+    ['930955.CSI', 'csi930955'],
+    ['csi930955', 'csi930955'],
+    ['sz399001', 'sz399001'],
+    ['sz399300', 'sh000300'],
+    ['399300.SZ', 'sh000300'],
+    ['000300.SH', 'sh000300'],
+  ] as const)('sends %s as %s under the default LiteLLM backend', async (inputCode, expectedCanonical) => {
+    render(
+      <MemoryRouter initialEntries={['/chat']}>
+        <ChatPage />
+      </MemoryRouter>,
+    );
+
+    const input = await screen.findByPlaceholderText(/分析 600519/);
+    fireEvent.change(input, { target: { value: `分析 ${inputCode}` } });
+    fireEvent.click(screen.getByRole('button', { name: '发送' }));
+
+    await waitFor(() => {
+      expect(mockStartStream).toHaveBeenLastCalledWith(
+        expect.objectContaining({
+          context: { stock_code: expectedCanonical, stock_name: null },
+        }),
+        expect.any(Object),
+      );
+    });
+  });
+
+  it('blocks every chat send entry point while the index registry is loading', async () => {
+    mockStockIndexState.index = [];
+    mockStockIndexState.loading = true;
+    mockStockIndexState.loaded = false;
+
+    render(
+      <MemoryRouter initialEntries={['/chat']}>
+        <ChatPage />
+      </MemoryRouter>,
+    );
+
+    const input = await screen.findByPlaceholderText(/分析 600519/);
+    fireEvent.change(input, { target: { value: '分析 sh000016' } });
+    const sendButton = screen.getByRole('button', { name: '处理中...' });
+    const quickQuestion = screen.getByRole('button', { name: '分析比亚迪趋势' });
+
+    expect(sendButton).toBeDisabled();
+    expect(quickQuestion).toBeDisabled();
+    fireEvent.keyDown(input, { key: 'Enter' });
+    fireEvent.click(sendButton);
+    fireEvent.click(quickQuestion);
+    expect(mockStartStream).not.toHaveBeenCalled();
+  });
+
+  it.each([
+    ['success', mockStockIndex, null, false, 'sh000016'],
+    ['failure', [], new Error('registry unavailable'), true, '000016'],
+    ['empty', [], null, false, '000016'],
+  ] as const)('releases direct sends after registry %s settle', async (_scenario, index, error, fallback, expectedCode) => {
+    mockStockIndexState.index = [];
+    mockStockIndexState.loading = true;
+    mockStockIndexState.loaded = false;
+
+    const { rerender } = render(
+      <MemoryRouter initialEntries={['/chat']}>
+        <ChatPage />
+      </MemoryRouter>,
+    );
+    const input = await screen.findByPlaceholderText(/分析 600519/);
+    fireEvent.change(input, { target: { value: '分析 sh000016' } });
+
+    mockStockIndexState.index = [...index];
+    mockStockIndexState.loading = false;
+    mockStockIndexState.error = error;
+    mockStockIndexState.fallback = fallback;
+    mockStockIndexState.loaded = true;
+    rerender(
+      <MemoryRouter initialEntries={['/chat']}>
+        <ChatPage />
+      </MemoryRouter>,
+    );
+
+    const sendButton = screen.getByRole('button', { name: '发送' });
+    await waitFor(() => expect(sendButton).toBeEnabled());
+    fireEvent.click(sendButton);
+    await waitFor(() => {
+      expect(mockStartStream).toHaveBeenLastCalledWith(
+        expect.objectContaining({
+          context: { stock_code: expectedCode, stock_name: null },
+        }),
+        expect.any(Object),
+      );
+    });
+  });
+
+  it('switches from an explicit index canonical to the bare same-code stock', async () => {
+    mockGetStatus.mockResolvedValueOnce(CODEX_STATUS);
+    mockStartStream.mockImplementation(async (_payload, meta) => {
+      meta?.onAccepted?.(acceptedEvent('request-index'));
+    });
+
+    render(
+      <MemoryRouter initialEntries={['/chat']}>
+        <ChatPage />
+      </MemoryRouter>,
+    );
+
+    const input = await screen.findByPlaceholderText(/分析 600519/);
+    fireEvent.change(input, { target: { value: '分析 sh000016' } });
+    fireEvent.click(screen.getByRole('button', { name: '发送' }));
+    await waitFor(() => expect(mockStartStream).toHaveBeenCalledTimes(1));
+
+    fireEvent.change(input, { target: { value: '换成 000016 看看' } });
+    fireEvent.click(screen.getByRole('button', { name: '发送' }));
+    await waitFor(() => expect(mockStartStream).toHaveBeenCalledTimes(2));
+
+    // The explicit switch must send the BARE stock context — the index name or
+    // self-selected state must not be reused across identities.
+    expect(mockStartStream.mock.calls[1][0].context).toEqual({
+      stock_code: '000016',
+      stock_name: null,
+    });
+  });
+
+  it('keeps the active index context untouched for compare messages mixing same-code identities', async () => {
+    mockGetStatus.mockResolvedValueOnce(CODEX_STATUS);
+    mockStartStream.mockImplementation(async (_payload, meta) => {
+      meta?.onAccepted?.(acceptedEvent('request-index'));
+    });
+
+    render(
+      <MemoryRouter initialEntries={['/chat']}>
+        <ChatPage />
+      </MemoryRouter>,
+    );
+
+    const input = await screen.findByPlaceholderText(/分析 600519/);
+    fireEvent.change(input, { target: { value: '分析 sh000016' } });
+    fireEvent.click(screen.getByRole('button', { name: '发送' }));
+    await waitFor(() => expect(mockStartStream).toHaveBeenCalledTimes(1));
+
+    fireEvent.change(input, { target: { value: '比较 sh000016 和 000016 的差异' } });
+    fireEvent.click(screen.getByRole('button', { name: '发送' }));
+    await waitFor(() => expect(mockStartStream).toHaveBeenCalledTimes(2));
+
+    expect(mockStartStream.mock.calls[1][0].context).toEqual({
+      stock_code: 'sh000016',
+      stock_name: null,
+    });
+  });
+
+  it('hides the stock-only watchlist action after an explicit index code is sent', async () => {
+    mockGetStatus.mockResolvedValueOnce(CODEX_STATUS);
+    mockStartStream.mockImplementation(async (_payload, meta) => {
+      meta?.onAccepted?.(acceptedEvent('request-index'));
+    });
+
+    render(
+      <MemoryRouter initialEntries={['/chat']}>
+        <ChatPage />
+      </MemoryRouter>,
+    );
+
+    const input = await screen.findByPlaceholderText(/分析 600519/);
+    fireEvent.change(input, { target: { value: '分析 930955.CSI' } });
+    fireEvent.click(screen.getByRole('button', { name: '发送' }));
+    await waitFor(() => expect(mockStartStream).toHaveBeenCalledTimes(1));
+
+    expect(screen.queryByText('加入自选')).not.toBeInTheDocument();
+    expect(screen.queryByText('从自选删除')).not.toBeInTheDocument();
+  });
+
+  it('keeps the stock guard for sh600519 / SZ000001 even when the registry is loaded', async () => {
+    mockGetStatus.mockResolvedValueOnce(CODEX_STATUS);
+    let sentPayload: { context?: { stock_code: string; stock_name: string | null } } | undefined;
+    mockStartStream.mockImplementation(async (payload) => {
+      sentPayload = payload as typeof sentPayload;
+    });
+
+    render(
+      <MemoryRouter initialEntries={['/chat']}>
+        <ChatPage />
+      </MemoryRouter>,
+    );
+
+    const input = await screen.findByPlaceholderText(/分析 600519/);
+    fireEvent.change(input, { target: { value: '分析 sh600519' } });
+    fireEvent.click(screen.getByRole('button', { name: '发送' }));
+    await waitFor(() => expect(mockStartStream).toHaveBeenCalledTimes(1));
+
+    // sh600519 is not a registered index alias → the stock guard keeps the
+    // bare 600519 identity even with the registry loaded.
+    expect(sentPayload?.context?.stock_code).toBe('600519');
+    expect(sentPayload?.context?.stock_name).toBeNull();
+  });
+
   it('renders the new Codex status copy in English when the UI language is English', async () => {
     window.localStorage.setItem(UI_LANGUAGE_STORAGE_KEY, 'en');
     mockGetStatus.mockResolvedValueOnce({
@@ -2044,7 +2424,9 @@ describe('ChatPage', () => {
     expect(await screen.findByDisplayValue('请深入分析 贵州茅台(600519)')).toBeInTheDocument();
     expect(screen.getByText('正在加载历史分析上下文；现在可直接发送追问。')).toBeInTheDocument();
 
-    await router.navigate('/chat?stock=AAPL&name=Apple&recordId=2');
+    await act(async () => {
+      await router.navigate('/chat?stock=AAPL&name=Apple&recordId=2');
+    });
 
     expect(await screen.findByDisplayValue('请深入分析 Apple(AAPL)')).toBeInTheDocument();
 
@@ -2119,6 +2501,217 @@ describe('ChatPage', () => {
     });
   });
 
+  it.each([
+    ['sh000016', 'sh000016'],
+    ['csi930955', 'csi930955'],
+    ['000016.SH', 'sh000016'],
+  ] as const)('restores the %s follow-up URL to the registry canonical and hides the stock-only watchlist action', async (stockParam, expectedCanonical) => {
+    render(
+      <MemoryRouter initialEntries={[`/chat?stock=${stockParam}`]}>
+        <ChatPage />
+      </MemoryRouter>,
+    );
+
+    const expectedPrompt = `请深入分析 ${expectedCanonical}`;
+    expect(await screen.findByDisplayValue(expectedPrompt)).toBeInTheDocument();
+
+    fireEvent.click(screen.getByRole('button', { name: '发送' }));
+
+    await waitFor(() => {
+      expect(mockStartStream).toHaveBeenLastCalledWith(
+        expect.objectContaining({
+          message: expectedPrompt,
+          context: {
+            stock_code: expectedCanonical,
+            stock_name: null,
+          },
+        }),
+        expect.any(Object),
+      );
+    });
+
+    // The index canonical hides the stock-only watchlist action immediately.
+    expect(screen.queryByText('加入自选')).not.toBeInTheDocument();
+    expect(screen.queryByText('从自选删除')).not.toBeInTheDocument();
+  });
+
+  it('defers a default-backend index follow-up until the registry settles', async () => {
+    mockStockIndexState.index = [];
+    mockStockIndexState.loading = true;
+    mockStockIndexState.loaded = false;
+
+    const { rerender } = render(
+      <MemoryRouter initialEntries={['/chat?stock=sh000016']}>
+        <ChatPage />
+      </MemoryRouter>,
+    );
+    expect(screen.queryByDisplayValue(/请深入分析/)).not.toBeInTheDocument();
+
+    mockStockIndexState.index = mockStockIndex;
+    mockStockIndexState.loading = false;
+    mockStockIndexState.loaded = true;
+    rerender(
+      <MemoryRouter initialEntries={['/chat?stock=sh000016']}>
+        <ChatPage />
+      </MemoryRouter>,
+    );
+
+    expect(await screen.findByDisplayValue('请深入分析 sh000016')).toBeInTheDocument();
+  });
+
+  type RegistrySettleRow = [
+    string,
+    { index: typeof mockStockIndexState.index; error: Error | null; fallback: boolean },
+    string,
+  ];
+
+  it.each<RegistrySettleRow>([
+    [
+      'success settle with index data',
+      { index: mockStockIndex, error: null, fallback: false },
+      '请深入分析 sh000016',
+    ],
+    [
+      'explicit load failure fail-open',
+      { index: [], error: new Error('registry unavailable'), fallback: true },
+      '请深入分析 SH000016',
+    ],
+    [
+      'successful-empty registry fail-open',
+      { index: [], error: null, fallback: false },
+      '请深入分析 SH000016',
+    ],
+  ])(
+    'releases the default-backend index follow-up after the shared registry settles: %s',
+    async (_scenario, finalRegistry, expectedPrompt) => {
+      mockStockIndexState.index = [];
+      mockStockIndexState.loading = true;
+      mockStockIndexState.error = null;
+      mockStockIndexState.fallback = false;
+      mockStockIndexState.loaded = false;
+
+      const { rerender } = render(
+        <MemoryRouter initialEntries={['/chat?stock=sh000016']}>
+          <ChatPage />
+        </MemoryRouter>,
+      );
+
+      await waitFor(() => {
+        expect(screen.queryByDisplayValue(/请深入分析 (SH000016|sh000016)/)).not.toBeInTheDocument();
+      });
+
+      // Settle regardless of outcome: success consumes the registry canonical;
+      // failure and an empty registry fail open to the stock path.
+      mockStockIndexState.index = finalRegistry.index;
+      mockStockIndexState.loading = false;
+      mockStockIndexState.error = finalRegistry.error;
+      mockStockIndexState.fallback = finalRegistry.fallback;
+      mockStockIndexState.loaded = true;
+      rerender(
+        <MemoryRouter initialEntries={['/chat?stock=sh000016']}>
+          <ChatPage />
+        </MemoryRouter>,
+      );
+
+      expect(await screen.findByDisplayValue(expectedPrompt)).toBeInTheDocument();
+    },
+  );
+
+  it('restores the active Codex index canonical from a loaded session message and hides the stock-only watchlist action', async () => {
+    mockGetStatus.mockResolvedValueOnce({
+      backend: 'codex_app_server',
+      available: true,
+      experimental: true,
+      errorCode: null,
+      message: null,
+    });
+    // Registry already settled with index data before the session loads — the
+    // approved message-restore path must resolve the explicit SH index
+    // canonical so the follow-up context and watchlist gating stay consistent.
+    mockStockIndexState.index = mockStockIndex;
+    mockStockIndexState.loading = false;
+    mockStockIndexState.error = null;
+    mockStockIndexState.fallback = false;
+    mockStockIndexState.loaded = true;
+    mockStoreState.messages = [
+      { id: 'm-1', role: 'user', content: '分析 sh000016' },
+      { id: 'm-2', role: 'assistant', content: '上证50 分析结果', skillName: '指数分析' },
+    ];
+
+    render(
+      <MemoryRouter initialEntries={['/chat']}>
+        <ChatPage />
+      </MemoryRouter>,
+    );
+
+    expect(await screen.findByTestId('chat-workspace')).toBeInTheDocument();
+
+    // Restored canonical keeps the lowercase index identity → the stock-only
+    // watchlist button is hidden, exactly like a direct index follow-up.
+    expect(screen.queryByText('加入自选')).not.toBeInTheDocument();
+    expect(screen.queryByText('从自选删除')).not.toBeInTheDocument();
+
+    fireEvent.change(screen.getByPlaceholderText(/分析 600519/), {
+      target: { value: '继续看上证50的支撑位' },
+    });
+    fireEvent.click(screen.getByRole('button', { name: '发送' }));
+
+    await waitFor(() => {
+      expect(mockStartStream).toHaveBeenLastCalledWith(
+        expect.objectContaining({
+          message: '继续看上证50的支撑位',
+          context: {
+            stock_code: 'sh000016',
+            stock_name: null,
+          },
+        }),
+        // The send meta uses the session's default skill, not the historical
+        // assistant message's skill label.
+        expect.objectContaining({
+          skillName: '趋势分析',
+        }),
+      );
+    });
+  });
+
+  it('defers default-backend history restoration until the registry settles', async () => {
+    mockStockIndexState.index = [];
+    mockStockIndexState.loading = true;
+    mockStockIndexState.loaded = false;
+    mockStoreState.messages = [
+      { id: 'm-1', role: 'user', content: '分析 sh000016' },
+      { id: 'm-2', role: 'assistant', content: '上证50 分析结果', skillName: '指数分析' },
+    ];
+
+    const { rerender } = render(
+      <MemoryRouter initialEntries={['/chat']}>
+        <ChatPage />
+      </MemoryRouter>,
+    );
+    expect(await screen.findByRole('button', { name: '处理中...' })).toBeDisabled();
+
+    mockStockIndexState.index = mockStockIndex;
+    mockStockIndexState.loading = false;
+    mockStockIndexState.loaded = true;
+    rerender(
+      <MemoryRouter initialEntries={['/chat']}>
+        <ChatPage />
+      </MemoryRouter>,
+    );
+
+    const input = screen.getByPlaceholderText(/分析 600519/);
+    fireEvent.change(input, { target: { value: '继续看支撑位' } });
+    fireEvent.click(screen.getByRole('button', { name: '发送' }));
+    await waitFor(() => {
+      expect(mockStartStream).toHaveBeenLastCalledWith(
+        expect.objectContaining({
+          context: { stock_code: 'sh000016', stock_name: null },
+        }),
+        expect.any(Object),
+      );
+    });
+  });
+
   it('shows a jump-to-latest action when new content arrives while the user is away from bottom', async () => {
     mockStoreState.messages = [
       { id: 'user-1', role: 'user', content: '请分析 600519' },
@@ -2264,6 +2857,75 @@ describe('extractStockCodeFromMessage', () => {
   });
 });
 
+describe('extractStockCodesFromMessage with index registry', () => {
+  // The hoisted mock widens market/assetType to plain strings; the extraction
+  // parameter is StockIndexItem[], so a structural cast keeps the registry rows.
+  const registeredIndex = mockStockIndex as unknown as StockIndexItem[];
+
+  it('resolves explicit SH-prefixed index tokens to the registry canonical only', () => {
+    expect(extractStockCodesFromMessage('分析 sh000016', registeredIndex)).toEqual(['sh000016']);
+    expect(extractStockCodesFromMessage('分析 SH000016', registeredIndex)).toEqual(['sh000016']);
+  });
+
+  it('resolves dotted SH index aliases without leaking the inner bare digits', () => {
+    expect(extractStockCodesFromMessage('分析 000016.SH', registeredIndex)).toEqual(['sh000016']);
+    expect(extractStockCodesFromMessage('分析 000016.sh', registeredIndex)).toEqual(['sh000016']);
+  });
+
+  it('resolves CSI display and prefix forms to the single csi canonical', () => {
+    expect(extractStockCodesFromMessage('分析 930955.CSI', registeredIndex)).toEqual(['csi930955']);
+    expect(extractStockCodesFromMessage('分析 CSI930955', registeredIndex)).toEqual(['csi930955']);
+    expect(extractStockCodesFromMessage('分析 csi930955', registeredIndex)).toEqual(['csi930955']);
+  });
+
+  it('resolves a registered SZ index code via its registry canonical', () => {
+    expect(extractStockCodesFromMessage('分析 sz399001', registeredIndex)).toEqual(['sz399001']);
+  });
+
+  it('keeps the bare same-code stock distinct from a registered index', () => {
+    expect(extractStockCodesFromMessage('分析 000016', registeredIndex)).toEqual(['000016']);
+    expect(extractStockCodesFromMessage('SH000016 和 000016', registeredIndex)).toEqual(['sh000016', '000016']);
+    expect(extractStockCodesFromMessage('000016 和 sh000016', registeredIndex)).toEqual(['000016', 'sh000016']);
+  });
+
+  it('keeps stock semantics for unregistered explicit forms when the registry is loaded', () => {
+    expect(extractStockCodesFromMessage('分析 sh600519', registeredIndex)).toEqual(['600519']);
+    expect(extractStockCodesFromMessage('分析 SZ000001', registeredIndex)).toEqual(['000001']);
+  });
+
+  it('fails open to the stock path when no registry is passed', () => {
+    expect(extractStockCodesFromMessage('分析 sh000016')).toEqual(['000016']);
+  });
+
+  it('keeps the legacy no-registry baseline for dotted index forms without leaking the suffix token', () => {
+    // Without a registry, `930955.CSI` must behave EXACTLY as before this
+    // change: the dotted form is NOT a registered index hit, so only the bare
+    // digits surface (the `.CSI` suffix never leaks as a separate token).
+    expect(extractStockCodesFromMessage('分析 930955.CSI')).toEqual(['930955']);
+  });
+
+  it('keeps the legacy baseline for csi-prefixed forms without a registry (no output)', () => {
+    expect(extractStockCodesFromMessage('CSI930955')).toEqual([]);
+    expect(extractStockCodesFromMessage('csi930955')).toEqual([]);
+  });
+
+  it('keeps SH/SZ stock alias normalization unchanged when the registry miss falls through', () => {
+    expect(extractStockCodesFromMessage('分析 000016.SH')).toEqual(['000016']);
+    expect(extractStockCodesFromMessage('分析 SH600519')).toEqual(['600519']);
+  });
+
+  it('does NOT surface the whole dotted form for an UNREGISTERED index even when the registry is loaded', () => {
+    // The shared mock registry DOES contain the `930955.CSI` alias (csi930955),
+    // so build a registry WITHOUT it to exercise the genuinely unregistered
+    // case: it must fall through to the legacy bare-digit behavior, not emit
+    // the whole token nor suppress the legacy patterns.
+    const registryWithoutCsi = mockStockIndex.filter(
+      (item) => item.canonicalCode !== 'csi930955',
+    ) as StockIndexItem[];
+    expect(extractStockCodesFromMessage('分析 930955.CSI', registryWithoutCsi)).toEqual(['930955']);
+  });
+});
+
 describe('watchlist button with code variants', () => {
   it('shows "从自选删除" when canonical code is in watchlist and user inputs variant', async () => {
     mockGetWatchlist.mockResolvedValue(['600519', 'HK01810']);

apps/dsa-web/src/pages/__tests__/HomePage.test.tsx

@@ -70,6 +70,26 @@ vi.mock('../../hooks/useTaskStream', () => ({
   useTaskStream: vi.fn(),
 }));
 
+let stockIndexItems: Array<{
+  canonicalCode: string;
+  displayCode: string;
+  aliases?: string[];
+  assetType: string;
+}> = [];
+let stockIndexLoading = false;
+let stockIndexFallback = false;
+let stockIndexLoaded = true;
+
+vi.mock('../../hooks/useStockIndex', () => ({
+  useStockIndex: () => ({
+    index: stockIndexItems,
+    loading: stockIndexLoading,
+    error: null,
+    fallback: stockIndexFallback,
+    loaded: stockIndexLoaded,
+  }),
+}));
+
 const historyItem = {
   id: 1,
   queryId: 'q-1',
@@ -210,6 +230,10 @@ describe('HomePage', () => {
   beforeEach(() => {
     vi.clearAllMocks();
     navigateMock.mockReset();
+    stockIndexItems = [];
+    stockIndexLoading = false;
+    stockIndexFallback = false;
+    stockIndexLoaded = true;
     window.localStorage.clear();
     window.sessionStorage.clear();
     window.localStorage.setItem(UI_LANGUAGE_STORAGE_KEY, 'zh');
@@ -533,6 +557,196 @@ describe('HomePage', () => {
     expect(rowButton).toHaveAttribute('aria-pressed', 'true');
   });
 
+  it('keeps index and same-code stock watchlist rows independent when stock-bar and active tasks coexist (PR #2312)', async () => {
+    stockIndexItems = [
+      { canonicalCode: 'sh000016', displayCode: 'sh000016', aliases: ['000016.SH'], assetType: 'index' },
+    ];
+    // The index watchlist input is the raw ALIAS form (`000016.SH`) while the
+    // stock-bar items and active tasks stay on the parser canonical
+    // (`sh000016`) — the registry-resolved identity must bridge them without
+    // crossing into the bare `000016` stock row.
+    vi.mocked(systemConfigApi.getWatchlist).mockResolvedValue(['000016.SH', '000016']);
+    vi.mocked(historyApi.getStockBarList).mockResolvedValue({
+      total: 2,
+      items: [
+        {
+          id: 61,
+          stockCode: 'sh000016',
+          stockName: '上证50',
+          reportType: 'detailed',
+          sentimentScore: 70,
+          operationAdvice: '观察',
+          analysisCount: 3,
+          lastAnalysisTime: '2026-03-19T09:00:00+08:00',
+          assetType: 'index',
+        },
+        {
+          id: 62,
+          stockCode: '000016',
+          stockName: '深康佳A',
+          reportType: 'detailed',
+          sentimentScore: 75,
+          operationAdvice: '买入',
+          analysisCount: 1,
+          lastAnalysisTime: '2026-03-19T09:00:00+08:00',
+          assetType: 'stock',
+        },
+      ],
+    });
+    vi.mocked(historyApi.getList).mockResolvedValue({
+      total: 0,
+      page: 1,
+      limit: 20,
+      items: [],
+    });
+    vi.mocked(analysisApi.getTasks).mockResolvedValue({
+      total: 2,
+      pending: 1,
+      processing: 1,
+      tasks: [
+        {
+          taskId: 'task-index',
+          stockCode: 'sh000016',
+          stockName: '上证50',
+          status: 'processing',
+          progress: 40,
+          reportType: 'detailed',
+          createdAt: '2026-03-19T08:00:00Z',
+          assetType: 'index',
+        },
+        {
+          taskId: 'task-stock',
+          stockCode: '000016',
+          stockName: '深康佳A',
+          status: 'pending',
+          progress: 0,
+          reportType: 'detailed',
+          createdAt: '2026-03-19T08:00:00Z',
+          assetType: 'stock',
+        },
+      ],
+    });
+
+    render(
+      <MemoryRouter>
+        <HomePage />
+      </MemoryRouter>,
+    );
+
+    fireEvent.click(await screen.findByRole('button', { name: '自选' }));
+
+    // The alias-form watchlist row (`000016.SH`) must pair with the INDEX
+    // stock-bar row and the INDEX task through the registry-resolved identity;
+    // the bare `000016` row must pair with the STOCK row/task. Before the fix
+    // the shared stock-normalization key folded both rows to the stock identity.
+    const indexRow = await screen.findByTestId('watchlist-row-000016.SH');
+    const stockRow = screen.getByTestId('watchlist-row-000016');
+
+    expect(indexRow).toHaveTextContent('上证50');
+    expect(indexRow).not.toHaveTextContent('深康佳A');
+    await waitFor(() => expect(indexRow).toHaveTextContent('任务分析中'));
+    expect(indexRow).not.toHaveTextContent('任务等待中');
+
+    expect(stockRow).toHaveTextContent('深康佳A');
+    expect(stockRow).not.toHaveTextContent('上证50');
+    expect(stockRow).toHaveTextContent('任务等待中');
+    expect(stockRow).not.toHaveTextContent('任务分析中');
+  });
+
+  it('keeps the watchlist workspace loading and defers history lookup until the index registry is ready (PR #2312)', async () => {
+    stockIndexItems = [
+      { canonicalCode: 'sh000016', displayCode: 'sh000016', aliases: ['000016.SH'], assetType: 'index' },
+    ];
+    stockIndexLoading = true;
+    stockIndexLoaded = false;
+    vi.mocked(systemConfigApi.getWatchlist).mockResolvedValue(['000016.SH']);
+    vi.mocked(historyApi.getStockBarList).mockResolvedValue({ total: 0, items: [] });
+    vi.mocked(historyApi.getList).mockResolvedValue({
+      total: 0,
+      page: 1,
+      limit: 20,
+      items: [],
+    });
+
+    const view = render(
+      <MemoryRouter>
+        <HomePage />
+      </MemoryRouter>,
+    );
+
+    fireEvent.click(await screen.findByRole('button', { name: '自选' }));
+
+    // Registry still loading: the watchlist stays in the loading state, rows
+    // are not rendered, and no per-code history lookup runs — no transient
+    // fallback stock bucketing inside the load window.
+    expect(screen.getByTestId('home-stock-workspace')).toBeInTheDocument();
+    await waitFor(() => {
+      expect(screen.queryByTestId('watchlist-row-000016.SH')).not.toBeInTheDocument();
+    });
+    const analyzeAllButton = screen.getByRole('button', { name: '分析全部' });
+    expect(analyzeAllButton).toBeDisabled();
+    fireEvent.click(analyzeAllButton);
+    expect(analysisApi.analyzeAsync).not.toHaveBeenCalled();
+
+    stockIndexLoading = false;
+    stockIndexLoaded = true;
+    view.rerender(
+      <MemoryRouter>
+        <HomePage />
+      </MemoryRouter>,
+    );
+
+    // Ready: the alias row renders through the registry-resolved canonical
+    // identity, and the deferred missing-history lookup now runs for the raw
+    // watchlist code (the backend resolves the alias to the index record and
+    // the result is keyed by the canonical identity).
+    await waitFor(() => expect(screen.getByTestId('watchlist-row-000016.SH')).toBeInTheDocument());
+    expect(historyApi.getList).toHaveBeenCalledWith(
+      expect.objectContaining({ stockCode: '000016.SH', limit: 1 }),
+      expect.anything(),
+    );
+  });
+
+  it('fails open to stock identity after the index registry load fails (PR #2312)', async () => {
+    stockIndexItems = [];
+    stockIndexLoading = false;
+    stockIndexLoaded = false;
+    stockIndexFallback = true;
+    vi.mocked(systemConfigApi.getWatchlist).mockResolvedValue(['000016.SH']);
+    vi.mocked(historyApi.getStockBarList).mockResolvedValue({
+      total: 1,
+      items: [{
+        id: 63,
+        stockCode: '000016',
+        stockName: '深康佳A',
+        reportType: 'detailed',
+        sentimentScore: 75,
+        operationAdvice: '买入',
+        analysisCount: 1,
+        lastAnalysisTime: '2026-03-19T09:00:00+08:00',
+        assetType: 'stock',
+      }],
+    });
+    vi.mocked(historyApi.getList).mockResolvedValue({
+      total: 0,
+      page: 1,
+      limit: 20,
+      items: [],
+    });
+
+    render(
+      <MemoryRouter>
+        <HomePage />
+      </MemoryRouter>,
+    );
+
+    fireEvent.click(await screen.findByRole('button', { name: '自选' }));
+
+    const row = await screen.findByTestId('watchlist-row-000016.SH');
+    expect(row).toHaveTextContent('深康佳A');
+    expect(screen.getByRole('button', { name: '分析全部' })).toBeEnabled();
+  });
+
   it('does not open details when removing a watchlist row', async () => {
     vi.mocked(systemConfigApi.getWatchlist).mockResolvedValue(['600519']);
     vi.mocked(historyApi.getStockBarList).mockResolvedValue({
@@ -2022,6 +2236,70 @@ describe('HomePage', () => {
     expect(vi.mocked(analysisApi.getTasks).mock.calls.length).toBeGreaterThan(taskRefreshCallsBeforeSubmit);
   });
 
+  it('deduplicates index aliases while keeping the same-code stock in analyze-all (PR #2312)', async () => {
+    stockIndexItems = [
+      { canonicalCode: 'sh000016', displayCode: 'sh000016', aliases: ['000016.SH'], assetType: 'index' },
+    ];
+    vi.mocked(systemConfigApi.getWatchlist).mockResolvedValue(['000016.SH', 'sh000016', '000016']);
+    vi.mocked(historyApi.getStockBarList).mockResolvedValue({
+      total: 2,
+      items: [
+        {
+          id: 71,
+          stockCode: 'sh000016',
+          stockName: '上证50',
+          reportType: 'detailed',
+          sentimentScore: 70,
+          operationAdvice: '观察',
+          analysisCount: 1,
+          lastAnalysisTime: '2026-03-19T09:00:00+08:00',
+          assetType: 'index',
+        },
+        {
+          id: 72,
+          stockCode: '000016',
+          stockName: '深康佳A',
+          reportType: 'detailed',
+          sentimentScore: 75,
+          operationAdvice: '买入',
+          analysisCount: 1,
+          lastAnalysisTime: '2026-03-19T09:00:00+08:00',
+          assetType: 'stock',
+        },
+      ],
+    });
+    vi.mocked(historyApi.getList).mockResolvedValue({
+      total: 0,
+      page: 1,
+      limit: 20,
+      items: [],
+    });
+    vi.mocked(analysisApi.analyzeAsync).mockImplementation(async ({ stockCodes = [] }) => ({
+      accepted: stockCodes.map((stockCode, index) => ({
+        taskId: `task-${index}`,
+        stockCode,
+        status: 'pending' as const,
+      })),
+      duplicates: [],
+      message: 'accepted',
+    }));
+
+    render(
+      <MemoryRouter>
+        <HomePage />
+      </MemoryRouter>,
+    );
+
+    fireEvent.click(await screen.findByRole('button', { name: '自选' }));
+    fireEvent.click(await screen.findByRole('button', { name: '分析全部' }));
+
+    await waitFor(() => expect(analysisApi.analyzeAsync).toHaveBeenCalledTimes(1));
+    expect(vi.mocked(analysisApi.analyzeAsync).mock.calls[0]?.[0].stockCodes).toEqual([
+      '000016.SH',
+      '000016',
+    ]);
+  });
+
   it('reports partial watchlist submission and refreshes accepted tasks after a later chunk fails', async () => {
     configureWatchlistBatch(51);
     vi.mocked(analysisApi.analyzeAsync)
@@ -2124,6 +2402,53 @@ describe('HomePage', () => {
     expect(analysisApi.analyzeAsync).toHaveBeenCalledTimes(1);
   });
 
+  it('continues to the next chunk when a full chunk is accepted+duplicate+rejected', async () => {
+    configureWatchlistBatch(51);
+    vi.mocked(analysisApi.analyzeAsync)
+      .mockImplementationOnce(async ({ stockCodes = [] }) => ({
+        accepted: stockCodes.slice(0, 40).map((stockCode, index) => ({
+          taskId: `task-${stockCode}-${index}`,
+          stockCode,
+          status: 'pending' as const,
+        })),
+        duplicates: stockCodes.slice(40, 45).map((stockCode, index) => ({
+          stockCode,
+          existingTaskId: `existing-${index}`,
+          message: 'already running',
+        })),
+        rejected: stockCodes.slice(45).map((stockCode) => ({
+          stockCode,
+          message: 'unregistered CSI index',
+        })),
+        message: 'accepted',
+      }))
+      .mockImplementationOnce(async ({ stockCodes = [] }) => ({
+        accepted: stockCodes.map((stockCode, index) => ({
+          taskId: `task-${stockCode}-${index}`,
+          stockCode,
+          status: 'pending' as const,
+        })),
+        duplicates: [],
+        message: 'accepted',
+      }));
+
+    render(
+      <MemoryRouter>
+        <HomePage />
+      </MemoryRouter>,
+    );
+
+    fireEvent.click(await screen.findByRole('button', { name: '自选' }));
+    const taskRefreshCallsBeforeSubmit = vi.mocked(analysisApi.getTasks).mock.calls.length;
+    fireEvent.click(screen.getByRole('button', { name: '分析全部' }));
+
+    // 40 accepted + 5 duplicates + 5 rejected = 50 = full chunk, so the next
+    // chunk is submitted (2 analyzeAsync calls), not reported as incomplete.
+    expect(await screen.findByText(/已提交 41 个任务，5 个正在运行，5 个被拒绝/)).toBeInTheDocument();
+    expect(analysisApi.analyzeAsync).toHaveBeenCalledTimes(2);
+    expect(vi.mocked(analysisApi.getTasks).mock.calls.length).toBeGreaterThan(taskRefreshCallsBeforeSubmit);
+  });
+
   it('removes the MARKET stock bar item after deleting market review history', async () => {
     let isMarketReviewDeleted = false;
     vi.mocked(historyApi.getStockBarList).mockResolvedValue({

apps/dsa-web/src/stores/__tests__/stockPoolStore.test.ts

@@ -554,6 +554,62 @@ describe('stockPoolStore', () => {
     }));
   });
 
+  it('accepts a registered SH index canonical from autocomplete without local validation errors', async () => {
+    vi.mocked(analysisApi.analyzeAsync).mockResolvedValue({
+      taskId: 'task-index-1',
+      stockCode: 'sh000016',
+      status: 'pending',
+      message: 'accepted',
+    } as never);
+
+    await useStockPoolStore.getState().submitAnalysis({
+      stockCode: 'sh000016',
+      stockName: '上证50',
+      originalQuery: 'sh000016',
+      selectionSource: 'autocomplete',
+    });
+
+    const state = useStockPoolStore.getState();
+    expect(state.inputError).toBeUndefined();
+    expect(state.isAnalyzing).toBe(false);
+    expect(analysisApi.analyzeAsync).toHaveBeenCalledWith(expect.objectContaining({
+      stockCode: 'SH000016',
+      reportType: 'detailed',
+      stockName: '上证50',
+      originalQuery: 'sh000016',
+      selectionSource: 'autocomplete',
+      notify: true,
+    }));
+  });
+
+  it('accepts a registered CSI index canonical from autocomplete', async () => {
+    vi.mocked(analysisApi.analyzeAsync).mockResolvedValue({
+      taskId: 'task-csi-1',
+      stockCode: 'csi930955',
+      status: 'pending',
+      message: 'accepted',
+    } as never);
+
+    await useStockPoolStore.getState().submitAnalysis({
+      stockCode: 'csi930955',
+      stockName: '红利低波100',
+      originalQuery: 'csi930955',
+      selectionSource: 'autocomplete',
+    });
+
+    const state = useStockPoolStore.getState();
+    expect(state.inputError).toBeUndefined();
+    expect(state.isAnalyzing).toBe(false);
+    expect(analysisApi.analyzeAsync).toHaveBeenCalledWith(expect.objectContaining({
+      stockCode: 'CSI930955',
+      reportType: 'detailed',
+      stockName: '红利低波100',
+      originalQuery: 'csi930955',
+      selectionSource: 'autocomplete',
+      notify: true,
+    }));
+  });
+
   it('merges newly discovered history items during silent refresh', async () => {
     useStockPoolStore.setState({
       historyItems: [historyItem],
@@ -736,6 +792,92 @@ describe('stockPoolStore', () => {
     expect(state.selectedReport?.meta.id).toBe(11);
   });
 
+  it('auto-selects the same-code index report, not the bare stock report, on index task completion', async () => {
+    const indexItem = {
+      ...historyItem,
+      id: 20,
+      queryId: 'q-20',
+      stockCode: 'sh000016',
+      stockName: '上证50',
+      assetType: 'index' as const,
+    };
+    const stockItem = {
+      ...historyItem,
+      id: 21,
+      queryId: 'q-21',
+      stockCode: '000016',
+      stockName: '深康佳A',
+      assetType: 'stock' as const,
+    };
+    const indexReport = {
+      ...historyReport,
+      meta: {
+        ...historyReport.meta,
+        id: 20,
+        queryId: 'q-20',
+        stockCode: 'sh000016',
+        stockName: '上证50',
+        assetType: 'index' as const,
+      },
+    };
+
+    useStockPoolStore.setState({
+      historyItems: [],
+      selectedReport: null,
+    });
+    vi.mocked(historyApi.getList).mockResolvedValue({
+      total: 2,
+      page: 1,
+      limit: 20,
+      items: [indexItem, stockItem],
+    });
+    vi.mocked(historyApi.getDetail).mockResolvedValue(indexReport);
+
+    // The completed index task carries its parser asset type; the bare
+    // same-code stock row must not capture the selection.
+    await useStockPoolStore.getState().refreshHistoryForCompletedTask(createTask({
+      stockCode: 'sh000016',
+      status: 'completed',
+      progress: 100,
+      assetType: 'index',
+    }));
+
+    const state = useStockPoolStore.getState();
+    expect(historyApi.getDetail).toHaveBeenCalledWith(20);
+    expect(historyApi.getDetail).not.toHaveBeenCalledWith(21);
+    expect(state.selectedReport?.meta.stockCode).toBe('sh000016');
+    expect(state.selectedReport?.meta.assetType).toBe('index');
+  });
+
+  it('carries report.meta.assetType into the history-trend item derived from the selected report (PR #2312)', async () => {
+    const indexReport = {
+      ...historyReport,
+      meta: {
+        ...historyReport.meta,
+        id: 30,
+        queryId: 'q-30',
+        stockCode: 'sh000016',
+        stockName: '上证50',
+        assetType: 'index' as const,
+      },
+    };
+    useStockPoolStore.setState({ selectedReport: indexReport });
+    vi.mocked(historyApi.getList).mockResolvedValue({
+      total: 1,
+      page: 1,
+      limit: 20,
+      items: [historyItem],
+    });
+
+    await useStockPoolStore.getState().openHistoryTrend();
+
+    const state = useStockPoolStore.getState();
+    expect(state.stockHistoryItems).toHaveLength(2);
+    const derived = state.stockHistoryItems.find((item) => item.stockCode === 'sh000016');
+    expect(derived).toBeDefined();
+    expect(derived?.assetType).toBe('index');
+  });
+
   it('does not replace the selected report when another stock task completes', async () => {
     const otherReport = {
       ...historyReport,

apps/dsa-web/src/stores/stockPoolStore.ts

@@ -5,7 +5,7 @@ import { getParsedApiError } from '../api/error';
 import { historyApi } from '../api/history';
 import type { AnalysisReport, HistoryItem, HistoryListResponse, ReportLanguage, StockBarItem, StockHistoryFilters, StockHistoryRange, TaskInfo } from '../types/analysis';
 import { getRecentStartDate, getTodayInShanghai } from '../utils/format';
-import { normalizeStockCode } from '../utils/stockCode';
+import { toAssetAwareCodeKey, type AssetAwareAssetType } from '../utils/stockCode';
 import { isObviouslyInvalidStockQuery, looksLikeStockCode, validateStockCode } from '../utils/validation';
 
 const PAGE_SIZE = 20;
@@ -20,6 +20,7 @@ type FetchHistoryOptions = {
   reset?: boolean;
   silent?: boolean;
   selectLatestForStockCode?: string;
+  selectLatestForStockAssetType?: AssetAwareAssetType | null;
 };
 
 type SubmitAnalysisOptions = {
@@ -235,6 +236,7 @@ function reportToHistoryItem(report: AnalysisReport): HistoryItem | null {
     currentPrice: report.meta.currentPrice,
     changePct: report.meta.changePct,
     modelUsed: report.meta.modelUsed,
+    assetType: report.meta.assetType,
     createdAt: report.meta.createdAt,
   };
 }
@@ -252,17 +254,22 @@ function normalizeSelectedReport(report: AnalysisReport): AnalysisReport {
   };
 }
 
-function normalizeStockCodeKey(stockCode: string | undefined): string {
+function normalizeStockCodeKey(
-  const trimmed = (stockCode ?? '').trim();
+  stockCode: string | undefined,
-  return trimmed ? normalizeStockCode(trimmed).toUpperCase() : '';
+  assetType?: AssetAwareAssetType | null,
+): string {
+  return toAssetAwareCodeKey(stockCode, assetType);
 }
 
 function queueCompletedTaskSelection(
   stockCode: string | undefined,
   selectedReport: AnalysisReport | null,
+  assetType?: AssetAwareAssetType | null,
 ): void {
-  const key = normalizeStockCodeKey(stockCode);
+  const key = normalizeStockCodeKey(stockCode, assetType);
   if (key) {
+    // Matching only consumes the already-constructed identity key; the stored
+    // intent carries no assetType (it was only ever used to build the key).
     pendingCompletedTaskSelectionKeys.set(key, {
       manualSelectionSeq: manualSelectionRequestSeq,
       selectedReportId: selectedReport?.meta.id,
@@ -285,7 +292,10 @@ function consumeCompletedTaskSelection(items: HistoryItem[], selectedReport: Ana
   }
 
   if (selectedReport) {
-    const selectedStockCode = normalizeStockCodeKey(selectedReport.meta.stockCode);
+    const selectedStockCode = normalizeStockCodeKey(
+      selectedReport.meta.stockCode,
+      selectedReport.meta.assetType,
+    );
     const pendingSelectionIntent = selectedStockCode
       ? pendingCompletedTaskSelectionKeys.get(selectedStockCode)
       : undefined;
@@ -311,7 +321,7 @@ function consumeCompletedTaskSelection(items: HistoryItem[], selectedReport: Ana
     const latestItem = items.find(
       (item) =>
         item.reportType !== 'market_review' &&
-        normalizeStockCodeKey(item.stockCode) === selectedStockCode,
+        normalizeStockCodeKey(item.stockCode, item.assetType) === selectedStockCode,
     );
     if (latestItem) {
       pendingCompletedTaskSelectionKeys.delete(selectedStockCode);
@@ -323,7 +333,7 @@ function consumeCompletedTaskSelection(items: HistoryItem[], selectedReport: Ana
     if (item.reportType === 'market_review') {
       return false;
     }
-    const stockCode = normalizeStockCodeKey(item.stockCode);
+    const stockCode = normalizeStockCodeKey(item.stockCode, item.assetType);
     const pendingSelectionIntent = pendingCompletedTaskSelectionKeys.get(stockCode);
     return stockCode.length > 0 && pendingSelectionIntent?.manualSelectionSeq === manualSelectionRequestSeq;
   });
@@ -453,11 +463,16 @@ async function fetchHistory(
     reset = true,
     silent = false,
     selectLatestForStockCode,
+    selectLatestForStockAssetType,
   } = options;
   const currentState = get();
   const page = reset ? 1 : currentState.currentPage + 1;
   if (reset) {
-    queueCompletedTaskSelection(selectLatestForStockCode, currentState.selectedReport);
+    queueCompletedTaskSelection(
+      selectLatestForStockCode,
+      currentState.selectedReport,
+      selectLatestForStockAssetType,
+    );
   }
   const requestId = ++historyRequestSeq;
 
@@ -668,6 +683,7 @@ export const useStockPoolStore = create<StockPoolState>((set, get) => ({
       reset: true,
       silent: true,
       selectLatestForStockCode: task.reportType === 'market_review' ? undefined : task.stockCode,
+      selectLatestForStockAssetType: task.reportType === 'market_review' ? null : (task.assetType ?? null),
     });
   },
 

apps/dsa-web/src/types/analysis.ts

@@ -84,6 +84,7 @@ export interface ReportMeta {
   changePct?: number;
   modelUsed?: string;  // 历史元数据快照，仅用于展示，不用于运行时模型选择
   marketPhaseSummary?: MarketPhaseSummary | null;
+  assetType?: 'stock' | 'index';  // 后端权威资产类型；index 用于隐藏 stock-only 自选操作
 }
 
 /** Sentiment label */
@@ -439,6 +440,7 @@ export interface BatchTaskAcceptedItem {
   status: 'pending' | 'processing';
   message?: string;
   analysisPhase?: AnalysisPhase;
+  assetType?: 'stock' | 'index';
 }
 
 export interface BatchDuplicateTaskItem {
@@ -447,9 +449,15 @@ export interface BatchDuplicateTaskItem {
   message: string;
 }
 
+export interface BatchRejectedTaskItem {
+  stockCode: string;
+  message: string;
+}
+
 export interface BatchTaskAcceptedResponse {
   accepted: BatchTaskAcceptedItem[];
   duplicates: BatchDuplicateTaskItem[];
+  rejected?: BatchRejectedTaskItem[];
   message: string;
 }
 
@@ -494,6 +502,7 @@ export interface TaskInfo {
   analysisPhase?: AnalysisPhase;
   skills?: string[];
   region?: string;
+  assetType?: 'stock' | 'index';
 }
 
 /** Task list response */
@@ -534,6 +543,7 @@ export interface HistoryItem {
   turnoverRate?: number;
   modelUsed?: string;  // 历史元数据快照，仅用于列表展示，不影响运行时调用与路由
   marketPhaseSummary?: MarketPhaseSummary | null;
+  assetType?: 'stock' | 'index';
   createdAt: string;
 }
 
@@ -595,6 +605,7 @@ export interface StockBarItem {
   lastAnalysisTime?: string;
   modelUsed?: string;
   marketPhaseSummary?: MarketPhaseSummary | null;
+  assetType?: 'stock' | 'index';
 }
 
 export interface StockBarResponse {

apps/dsa-web/src/utils/__tests__/searchStocks.test.ts

@@ -485,4 +485,58 @@ describe('searchStocks', () => {
       expect(results.length).toBeGreaterThan(0);
     });
   });
+
+  describe('Index row visibility', () => {
+    const indexRows: StockIndexItem[] = [
+      ...mockIndex,
+      {
+        canonicalCode: 'sh000016',
+        displayCode: 'sh000016',
+        nameZh: '上证50',
+        pinyinFull: 'shangzheng50',
+        pinyinAbbr: 'sz50',
+        aliases: ['000016.SH'],
+        market: 'CN',
+        assetType: 'index',
+        active: true,
+        popularity: 99,
+      },
+      {
+        canonicalCode: 'csi930955',
+        displayCode: '930955.CSI',
+        nameZh: '红利低波100',
+        pinyinFull: 'honglidibo100',
+        pinyinAbbr: 'hldb100',
+        aliases: ['930955.CSI'],
+        market: 'CN',
+        assetType: 'index',
+        active: true,
+        popularity: 98,
+      },
+    ];
+
+    test('search by registered index Chinese name returns the index row', () => {
+      const results = searchStocks('上证50', indexRows);
+      expect(results.some(r => r.canonicalCode === 'sh000016')).toBe(true);
+      const hit = results.find(r => r.canonicalCode === 'sh000016');
+      expect(hit?.nameZh).toBe('上证50');
+    });
+
+    test('search by registered index canonical code returns the index row', () => {
+      const results = searchStocks('sh000016', indexRows);
+      expect(results.some(r => r.canonicalCode === 'sh000016')).toBe(true);
+    });
+
+    test('search by registered CSI canonical and display alias converges to one row', () => {
+      const byCanonical = searchStocks('csi930955', indexRows);
+      const byDisplay = searchStocks('930955.CSI', indexRows);
+      expect(byCanonical.some(r => r.canonicalCode === 'csi930955')).toBe(true);
+      expect(byDisplay.some(r => r.canonicalCode === 'csi930955')).toBe(true);
+    });
+
+    test('search by registered index alias (000016.SH) returns the index row', () => {
+      const results = searchStocks('000016.SH', indexRows);
+      expect(results.some(r => r.canonicalCode === 'sh000016')).toBe(true);
+    });
+  });
 });

apps/dsa-web/src/utils/__tests__/stockCode.test.ts

@@ -1,5 +1,13 @@
 import { describe, expect, it } from 'vitest';
-import { areStockCodesEquivalent, findMatchingStockCode, includesStockCode, normalizeStockCode } from '../stockCode';
+import {
+  areAssetAwareCodesEquivalent,
+  areStockCodesEquivalent,
+  findMatchingStockCode,
+  includesStockCode,
+  normalizeStockCode,
+  resolveRegisteredIndexCanonical,
+  toAssetAwareCodeKey,
+} from '../stockCode';
 
 describe('normalizeStockCode', () => {
   it('keeps clean A-share codes as-is', () => {
@@ -110,3 +118,90 @@ describe('normalizeStockCode', () => {
     expect(findMatchingStockCode(codes, 'AAPL')).toBe('aapl');
   });
 });
+
+describe('asset-aware identity keys (PR #2312)', () => {
+  const indexRows = [
+    { canonicalCode: 'sh000016', displayCode: 'sh000016', aliases: ['000016.SH'], assetType: 'index' },
+    { canonicalCode: 'csi930955', displayCode: '930955.CSI', aliases: ['930955.CSI'], assetType: 'index' },
+    { canonicalCode: 'sh000300', displayCode: 'sh000300', aliases: ['sz399300', '000300.SH', '000300.CSI'], assetType: 'index' },
+    { canonicalCode: '600519.SH', displayCode: '600519', aliases: [], assetType: 'stock' },
+  ];
+
+  it('buckets registered indices by lowercase canonical without stock folding', () => {
+    expect(toAssetAwareCodeKey('sh000016', 'index')).toBe('sh000016');
+    expect(toAssetAwareCodeKey('000016', 'stock')).toBe('000016');
+    expect(toAssetAwareCodeKey('sh000016', 'index')).not.toBe(toAssetAwareCodeKey('000016', 'stock'));
+  });
+
+  it('case-folds legacy uppercase index codes only and never regex-derives a canonical from aliases', () => {
+    // Backend guarantees API/task/report codes tagged assetType=index are
+    // already the parser canonical. The frontend only case-folds; it must not
+    // fabricate a canonical from prefixes/suffixes (000300.CSI -> csi000300 or
+    // sz399300 -> sz399300 would violate the registry single source of truth).
+    expect(toAssetAwareCodeKey('SH000016', 'index')).toBe('sh000016');
+    expect(toAssetAwareCodeKey('CSI930955', 'index')).toBe('csi930955');
+    expect(toAssetAwareCodeKey('000016.SH', 'index')).toBe('000016.sh');
+    expect(toAssetAwareCodeKey('000016.SH', 'index')).not.toBe('sh000016');
+    expect(toAssetAwareCodeKey('930955.CSI', 'index')).toBe('930955.csi');
+    expect(toAssetAwareCodeKey('930955.CSI', 'index')).not.toBe('csi930955');
+    expect(toAssetAwareCodeKey('sz399300', 'index')).toBe('sz399300');
+    expect(toAssetAwareCodeKey('sz399300', 'index')).not.toBe('sh000300');
+    expect(toAssetAwareCodeKey('000300.CSI', 'index')).toBe('000300.csi');
+    expect(toAssetAwareCodeKey('000300.CSI', 'index')).not.toBe('csi000300');
+    expect(toAssetAwareCodeKey('000300.CSI', 'index')).not.toBe('sh000300');
+  });
+
+  it('keeps legacy stock normalization for stock/unknown codes', () => {
+    expect(toAssetAwareCodeKey('SH600519', 'stock')).toBe('600519');
+    expect(toAssetAwareCodeKey('600519.SH', undefined)).toBe('600519');
+    expect(toAssetAwareCodeKey('00700.HK', undefined)).toBe('HK00700');
+    expect(toAssetAwareCodeKey('sh600519', undefined)).toBe('600519');
+  });
+
+  it('resolves raw codes only through exact registry hits', () => {
+    expect(resolveRegisteredIndexCanonical(indexRows, 'sh000016')).toBe('sh000016');
+    expect(resolveRegisteredIndexCanonical(indexRows, 'SH000016')).toBe('sh000016');
+    expect(resolveRegisteredIndexCanonical(indexRows, '000016.SH')).toBe('sh000016');
+    expect(resolveRegisteredIndexCanonical(indexRows, 'sz399300')).toBe('sh000300');
+    expect(resolveRegisteredIndexCanonical(indexRows, '000300.CSI')).toBe('sh000300');
+    expect(resolveRegisteredIndexCanonical(indexRows, '000300.SH')).toBe('sh000300');
+    expect(resolveRegisteredIndexCanonical(indexRows, 'csi000300')).toBeNull();
+    expect(resolveRegisteredIndexCanonical(indexRows, '000016')).toBeNull();
+    expect(resolveRegisteredIndexCanonical(indexRows, '600519')).toBeNull();
+    expect(resolveRegisteredIndexCanonical(indexRows, 'sh600519')).toBeNull();
+    expect(resolveRegisteredIndexCanonical([], 'sh000016')).toBeNull();
+  });
+
+  it('never folds an index with the same-code stock in equivalence', () => {
+    expect(areAssetAwareCodesEquivalent('sh000016', 'index', 'sh000016', 'index')).toBe(true);
+    expect(areAssetAwareCodesEquivalent('SH000016', 'index', 'sh000016', 'index')).toBe(true);
+    // Alias-form index codes are not canonicalized by the frontend — the backend
+    // guarantees canonical output — so an alias form never self-equates to the
+    // canonical and never folds with the bare stock either.
+    expect(areAssetAwareCodesEquivalent('000016.SH', 'index', 'sh000016', 'index')).toBe(false);
+    expect(areAssetAwareCodesEquivalent('000016.SH', 'index', '000016', 'stock')).toBe(false);
+    expect(areAssetAwareCodesEquivalent('sh000016', 'index', '000016', 'stock')).toBe(false);
+    expect(areAssetAwareCodesEquivalent('SH600519', 'stock', '600519', 'stock')).toBe(true);
+    expect(areAssetAwareCodesEquivalent('', 'index', 'sh000016', 'index')).toBe(false);
+  });
+
+  it('folds case independently of the host locale (Turkish dotless-i safe)', () => {
+    // Simulate the Turkish locale where `toLocaleLowerCase()` maps `I` to
+    // dotless `ı` — `CSI930955` would become `csı930955` and never match the
+    // registry canonical. The asset-aware helpers must use locale-independent
+    // `toLowerCase()` (plain ASCII namespace), so they keep working even when
+    // `toLocaleLowerCase` is poisoned.
+    const original = String.prototype.toLocaleLowerCase;
+    String.prototype.toLocaleLowerCase = function (this: string) {
+      return this.replace(/I/g, 'ı').replace(/İ/g, 'i');
+    };
+    try {
+      expect(toAssetAwareCodeKey('CSI930955', 'index')).toBe('csi930955');
+      expect(toAssetAwareCodeKey('SH000016', 'index')).toBe('sh000016');
+      expect(resolveRegisteredIndexCanonical(indexRows, 'CSI930955')).toBe('csi930955');
+      expect(resolveRegisteredIndexCanonical(indexRows, '000300.CSI')).toBe('sh000300');
+    } finally {
+      String.prototype.toLocaleLowerCase = original;
+    }
+  });
+});

apps/dsa-web/src/utils/__tests__/stockIndexLoader.test.ts

@@ -132,6 +132,36 @@ describe('stockIndexLoader', () => {
       expect(result.error).toBeInstanceOf(Error);
     });
 
+    test('aborts a stalled index request and returns fallback mode', async () => {
+      vi.useFakeTimers();
+      let capturedSignal: AbortSignal | undefined;
+      try {
+        mockFetch.mockImplementationOnce((_input, init) => {
+          capturedSignal = init?.signal ?? undefined;
+          if (!capturedSignal) {
+            return Promise.reject(new Error('missing AbortSignal'));
+          }
+          return new Promise((_resolve, reject) => {
+            capturedSignal?.addEventListener('abort', () => reject(new Error('request aborted')));
+          });
+        });
+
+        const resultPromise = loadStockIndex();
+
+        expect(capturedSignal).toBeInstanceOf(AbortSignal);
+        await vi.advanceTimersByTimeAsync(10_000);
+        const result = await resultPromise;
+
+        expect(capturedSignal?.aborted).toBe(true);
+        expect(result.loaded).toBe(false);
+        expect(result.fallback).toBe(true);
+        expect(result.data).toEqual([]);
+        expect(result.error).toBeInstanceOf(Error);
+      } finally {
+        vi.useRealTimers();
+      }
+    });
+
     test('returns fallback mode on HTTP error', async () => {
       mockFetch.mockResolvedValueOnce({
         ok: false,
@@ -188,7 +218,7 @@ describe('stockIndexLoader', () => {
       expect(fetchCallArgs).toContain('?_t=');
     });
 
-    test('filters out assetType=index rows from the returned data', async () => {
+    test('keeps assetType=index rows in the returned data', async () => {
       const withIndex = [
         ...mockIndexData,
         {
@@ -214,13 +244,16 @@ describe('stockIndexLoader', () => {
 
       expect(result.loaded).toBe(true);
       expect(result.fallback).toBe(false);
-      // Index rows are hidden from the current consumers.
+      // Registered index rows flow to autocomplete/search/group consumers.
-      expect(result.data.some(item => item.assetType === 'index')).toBe(false);
+      expect(result.data.some(item => item.assetType === 'index')).toBe(true);
+      const indexRow = result.data.find(item => item.assetType === 'index');
+      expect(indexRow?.canonicalCode).toBe('sh000300');
+      expect(indexRow?.nameZh).toBe('沪深300');
       // Stock rows are preserved.
-      expect(result.data).toHaveLength(mockIndexData.length);
+      expect(result.data).toHaveLength(mockIndexData.length + 1);
     });
 
-    test('filters index rows from compressed tuple payload', async () => {
+    test('keeps index rows from compressed tuple payload', async () => {
       const compressedWithIndex = [
         ['600519.SH', '600519', '贵州茅台', 'guizhoumaotai', 'gzmt', ['茅台'], 'CN', 'stock', true, 100],
         ['sh000300', 'sh000300', '沪深300', 'hushen300', 'hs300', ['000300.SH'], 'CN', 'index', true, 100],
@@ -234,8 +267,10 @@ describe('stockIndexLoader', () => {
       const result = await loadStockIndex();
 
       expect(result.loaded).toBe(true);
-      expect(result.data).toHaveLength(1);
+      expect(result.data).toHaveLength(2);
       expect(result.data[0].canonicalCode).toBe('600519.SH');
+      expect(result.data[1].canonicalCode).toBe('sh000300');
+      expect(result.data[1].nameZh).toBe('沪深300');
     });
   });
 

apps/dsa-web/src/utils/__tests__/validation.test.ts

@@ -27,4 +27,38 @@ describe('stock code validation', () => {
       expect(result.valid).toBe(false);
     }
   );
+
+  test.each([
+    ['sh000016', 'SH000016'],
+    ['sh000300', 'SH000300'],
+    ['sz399001', 'SZ399001'],
+  ])('accepts registered SH/SZ index canonical %s', (input, normalized) => {
+    expect(looksLikeStockCode(input)).toBe(true);
+    expect(validateStockCode(input)).toEqual({
+      valid: true,
+      normalized,
+    });
+    expect(isObviouslyInvalidStockQuery(input)).toBe(false);
+  });
+
+  test.each([
+    ['csi930955', 'CSI930955'],
+    ['930955.CSI', '930955.CSI'],
+    ['CSI930955', 'CSI930955'],
+  ])('accepts registered CSI index forms %s', (input, normalized) => {
+    expect(looksLikeStockCode(input)).toBe(true);
+    expect(validateStockCode(input)).toEqual({
+      valid: true,
+      normalized,
+    });
+    expect(isObviouslyInvalidStockQuery(input)).toBe(false);
+  });
+
+  test('rejects unregistered CSI forms that are not registered index canonicals', () => {
+    // 930956.CSI is not in the registry; the Web validation layer is
+    // format-based (registered rows pass), while the API returns a 4xx for
+    // unregistered CSI at the backend boundary.
+    expect(looksLikeStockCode('930956.CSI')).toBe(true);
+    expect(validateStockCode('930956.CSI').valid).toBe(true);
+  });
 });

apps/dsa-web/src/utils/chatStockCode.ts

@@ -1,5 +1,6 @@
 import { validateStockCode } from './validation';
-import { normalizeStockCode } from './stockCode';
+import { normalizeStockCode, resolveRegisteredIndexCanonical } from './stockCode';
+import type { StockIndexItem } from '../types/stockIndex';
 
 const EXCHANGE_PREFIXES = new Set(['SH', 'SZ', 'BJ', 'HK', 'US', 'SS']);
 const LOWERCASE_TICKER_CONTEXT_RE = /换成|改看|分析|看看|研究|诊断|比较|对比|\bvs\b|和[^，。,.!?！？]{0,40}比|差异(?!化)|区别|不同|相比|对照|比一比|哪个|哪只|哪一个|谁更|更值得|更适合|怎么选|选哪|二选一/i;
@@ -46,13 +47,23 @@ function isDeniedTickerCandidate(value: string, message: string): boolean {
   );
 }
 
-export function extractStockCodeFromMessage(message: string): string | null {
+export function extractStockCodeFromMessage(
-  return extractStockCodesFromMessage(message)[0] ?? null;
+  message: string,
+  index?: ReadonlyArray<StockIndexItem>,
+): string | null {
+  return extractStockCodesFromMessage(message, index)[0] ?? null;
 }
 
-export function extractStockCodesFromMessage(message: string): string[] {
+export function extractStockCodesFromMessage(
-  // More specific patterns first to avoid greedy \d{6} capturing inside .SH/.SZ codes
+  message: string,
+  index?: ReadonlyArray<StockIndexItem>,
+): string[] {
+  // Explicit dotted CSI/SH/SZ and csi-prefixed forms MUST precede the fallbacks so
+  // a registered alias is captured as one token; the registry hit suppresses its
+  // inner bare digits (a registry miss leaves the baseline patterns untouched).
   const patterns = [
+    /\b(\d{6}\.(?:CSI|SH|SZ))\b/gi,
+    /\b(CSI\d{6})\b/gi,
     /\b(30\d{4}\.SZ)\b/gi,
     /\b(68\d{4}\.SH)\b/gi,
     /\b(00\d{4}\.SZ)\b/gi,
@@ -70,7 +81,7 @@ export function extractStockCodesFromMessage(message: string): string[] {
     patterns.push(/\b([a-z]{2,5}(?:\.[a-z]{1,2})?)\b/g);
   }
 
-  const matches: Array<{ value: string; index: number; priority: number }> = [];
+  const matches: Array<{ value: string; index: number; priority: number; end: number }> = [];
   patterns.forEach((pattern, priority) => {
     pattern.lastIndex = 0;
     for (const match of message.matchAll(pattern)) {
@@ -84,6 +95,7 @@ export function extractStockCodesFromMessage(message: string): string[] {
         value,
         index: start,
         priority,
+        end,
       });
     }
   });
@@ -92,17 +104,43 @@ export function extractStockCodesFromMessage(message: string): string[] {
 
   const stockCodes: string[] = [];
   const seen = new Set<string>();
+  // Spans of already-accepted tokens suppress strictly-inner matches so a
+  // dotted index alias never leaks its inner bare digits as a separate stock.
+  const acceptedSpans: Array<{ start: number; end: number }> = [];
   for (const match of matches) {
+    if (acceptedSpans.some((span) => match.index >= span.start && match.end <= span.end)) {
+      continue;
+    }
     if (EXCHANGE_PREFIXES.has(match.value.toUpperCase())) {
       continue;
     }
     if (isDeniedTickerCandidate(match.value, message)) {
       continue;
     }
+    // Registered index exact hit (canonical / display / explicit alias) — use
+    // the registry canonical verbatim; never stock-normalize it.
+    const registeredCanonical = index && index.length > 0
+      ? resolveRegisteredIndexCanonical(index, match.value)
+      : null;
+    if (registeredCanonical) {
+      acceptedSpans.push({ start: match.index, end: match.end });
+      if (!seen.has(registeredCanonical)) {
+        seen.add(registeredCanonical);
+        stockCodes.push(registeredCanonical);
+      }
+      continue;
+    }
+    // Priority 0-1 forms are REGISTRY-ONLY: on a miss, drop the whole token
+    // (no accepted span) so the legacy patterns beneath keep the no-registry
+    // baseline (930955.CSI → ['930955'], csi930955 → []).
+    if (match.priority <= 1) {
+      continue;
+    }
     const { valid, normalized } = validateStockCode(match.value);
     if (!valid) {
       continue;
     }
+    acceptedSpans.push({ start: match.index, end: match.end });
     const stockCode = normalizeStockCode(normalized);
     if (!seen.has(stockCode)) {
       seen.add(stockCode);

apps/dsa-web/src/utils/stockCode.ts

@@ -112,3 +112,106 @@ export function findMatchingStockCode(codes: string[], stockCode: string): strin
 export function includesStockCode(codes: string[], stockCode: string): boolean {
   return findMatchingStockCode(codes, stockCode) !== undefined;
 }
+
+// ============ Asset-aware identity key (PR #2312) ============
+//
+// Dashboard grouping must not fold a registered index (`sh000016`) with the
+// same-code bare stock (`000016`). The backend now exposes an optional
+// `asset_type` on tasks / history items / stock-bar rows and reports; the Web
+// trusts that field first and only falls back to the loaded stock index
+// registry for raw watchlist strings that carry no type. `normalizeStockCode`
+// is deliberately NOT changed and is NOT applied to index identities — it
+// would strip the `sh`/`sz`/`csi` prefix and re-fold the index with its stock.
+
+export type AssetAwareAssetType = 'stock' | 'index';
+
+export interface RegisteredIndexIdentity {
+  canonicalCode: string;
+  displayCode: string;
+  aliases?: string[];
+  assetType?: string;
+}
+
+/**
+ * Fold an already-identified index code into its lowercase identity namespace.
+ *
+ * The backend guarantees that any API/task/report code tagged ``assetType=index``
+ * is already the parser canonical (``sh000016`` / ``csi930955``) — including
+ * legacy uppercase persisted forms (``SH000016`` / ``CSI930955``, folded by
+ * case). The frontend therefore only case-folds; it must NEVER derive a
+ * canonical from prefixes/suffixes, because registry aliases such as
+ * ``000300.CSI`` and ``sz399300`` belong to ``sh000300`` and would be
+ * fabricated into ``csi000300`` / ``sz399300`` by a regex guess. Only
+ * ``resolveRegisteredIndexCanonical`` (exact registry hit) maps aliases, and
+ * it is used solely for raw watchlist strings that carry no asset type.
+ */
+function foldIndexKey(code: string): string {
+  // Locale-independent: `toLocaleLowerCase()` under the Turkish locale maps
+  // `I` to dotless `ı`, which would break `CSI930955` -> `csi930955`. The
+  // canonical namespace is plain ASCII, so `toLowerCase()` is always correct.
+  return code.trim().toLowerCase();
+}
+
+/**
+ * Asset-aware identity key shared by stock-bar, watchlist fallback, active
+ * task, completed-refresh and batch-dedupe grouping.
+ *
+ * - `assetType === 'index'` -> case-folded canonical bucket (never runs stock
+ *   normalization, so `sh000016` stays distinct from stock `000016`; never
+ *   regex-derives a canonical from an alias form).
+ * - otherwise (stock or unknown) -> existing stock normalization semantics.
+ */
+export function toAssetAwareCodeKey(
+  code: string | null | undefined,
+  assetType?: AssetAwareAssetType | null,
+): string {
+  const trimmed = (code ?? '').trim();
+  if (!trimmed) return '';
+  if (assetType === 'index') {
+    return foldIndexKey(trimmed);
+  }
+  return normalizeStockCode(trimmed).toUpperCase();
+}
+
+/**
+ * Exact registry hit used only for raw codes WITHOUT an asset type (e.g. raw
+ * watchlist strings). Only an `assetType=index` row whose canonical/display/
+ * explicit alias matches the code *exactly* (case-insensitive, no
+ * normalization, no prefix guessing) buckets it as an index. Returns the
+ * matched row's canonical (in lowercase canonical form) or null.
+ */
+export function resolveRegisteredIndexCanonical(
+  index: ReadonlyArray<RegisteredIndexIdentity>,
+  code: string | null | undefined,
+): string | null {
+  const trimmed = (code ?? '').trim();
+  if (!trimmed) return null;
+  const folded = trimmed.toLowerCase();
+  for (const item of index) {
+    if (!item || item.assetType !== 'index') continue;
+    const candidates = [item.canonicalCode, item.displayCode, ...(item.aliases ?? [])];
+    for (const candidate of candidates) {
+      if (candidate && candidate.trim().toLowerCase() === folded) {
+        const canonical = (item.canonicalCode ?? '').trim();
+        return canonical ? canonical.toLowerCase() : null;
+      }
+    }
+  }
+  return null;
+}
+
+/**
+ * Asset-aware equivalence used by row selection / notice matching: an index
+ * row never matches a same-code stock row, because each side carries its own
+ * asset type.
+ */
+export function areAssetAwareCodesEquivalent(
+  left: string | null | undefined,
+  leftAssetType: AssetAwareAssetType | null | undefined,
+  right: string | null | undefined,
+  rightAssetType: AssetAwareAssetType | null | undefined,
+): boolean {
+  const leftKey = toAssetAwareCodeKey(left, leftAssetType);
+  const rightKey = toAssetAwareCodeKey(right, rightAssetType);
+  return Boolean(leftKey && rightKey && leftKey === rightKey);
+}

apps/dsa-web/src/utils/stockIndexLoader.ts

@@ -7,6 +7,8 @@
 import type { StockIndexData, StockIndexItem, StockIndexTuple } from '../types/stockIndex';
 import { INDEX_FIELD } from './stockIndexFields';
 
+const STOCK_INDEX_LOAD_TIMEOUT_MS = 10_000;
+
 export interface IndexLoadResult {
   /** Index data */
   data: StockIndexItem[];
@@ -24,9 +26,17 @@ export interface IndexLoadResult {
  * @returns Index load result
  */
 export async function loadStockIndex(): Promise<IndexLoadResult> {
+  const abortController = new AbortController();
+  const timeoutId = globalThis.setTimeout(
+    () => abortController.abort(),
+    STOCK_INDEX_LOAD_TIMEOUT_MS,
+  );
   try {
     // Add time parameter to bypass cache (in case the backend doesn't handle ETag/Cache-Control)
-    const response = await fetch(`/stocks.index.json?_t=${Math.floor(Date.now() / 3600000)}`);
+    const response = await fetch(
+      `/stocks.index.json?_t=${Math.floor(Date.now() / 3600000)}`,
+      { signal: abortController.signal },
+    );
 
     if (!response.ok) {
       throw new Error(`Failed to load index: ${response.status} ${response.statusText}`);
@@ -39,11 +49,10 @@ export async function loadStockIndex(): Promise<IndexLoadResult> {
       ? unpackTuples(data as StockIndexTuple[])
       : data as StockIndexItem[];
 
-    // The shared payload may now carry ``assetType=index`` rows, but the
+    // Registered index rows flow to autocomplete/search/group consumers. The
-    // current autocomplete/popular/group consumers must not see them. Filter
+    // per-consumer gates (popular keeps stock-only) are enforced by each
-    // index rows out before constructing the successful result so stock/ETF
+    // consumer, not by a global filter here.
-    // behaviour is unchanged.
+    const visibleItems = items;
-    const visibleItems = items.filter(item => item.assetType !== 'index');
 
     return {
       data: visibleItems,
@@ -58,6 +67,8 @@ export async function loadStockIndex(): Promise<IndexLoadResult> {
       error: error as Error,
       fallback: true,  // Load failed, fallback to old mode
     };
+  } finally {
+    globalThis.clearTimeout(timeoutId);
   }
 }
 

apps/dsa-web/src/utils/validation.ts

@@ -8,7 +8,7 @@ const SUPPORTED_QUERY_CHARACTERS = /^[A-Z0-9.\u3400-\u9FFF\s]+$/;
 
 const STOCK_CODE_PATTERNS = [
   /^\d{6}$/, // A-share 6-digit code
-  /^(SH|SZ|BJ)\d{6}$/, // A-share code with exchange prefix
+  /^(SH|SZ|BJ)\d{6}$/, // A-share code with exchange prefix (also covers index canonical sh000016 / sh000300)
   /^\d{6}\.(SH|SZ|SS|BJ)$/, // A-share code with exchange suffix
   /^\d{5}$/, // HK code without prefix
   /^HK\d{1,5}$/, // HK-prefixed code, for example HK00700
@@ -16,6 +16,8 @@ const STOCK_CODE_PATTERNS = [
   /^\d{4,5}\.T$/, // Japan Yahoo suffix format, for example 7203.T
   /^\d{6}\.(KS|KQ)$/, // Korea Yahoo suffix format, for example 005930.KS or 035720.KQ
   /^[A-Z]{1,5}(?:\.(?:US|[A-Z]))?$/, // Common US ticker format
+  /^CSI\d{6}$/, // Registered CSI index canonical (e.g. csi930955)
+  /^\d{6}\.CSI$/, // Registered CSI index display form (e.g. 930955.CSI)
 ];
 
 /**

docs/CHANGELOG.md

@@ -47,6 +47,14 @@ and this project adheres to [Semantic Versioning](https://semver.org/).
 - [修复] 阻止任意更新的非 bundled 指数候选（含 legacy `static` 子集）在 remote 缺失/损坏时以 active-index 子集覆盖 bundled baseline：所有非 bundled 候选必须为 bundled active-index canonical 集合的合法超集，否则回退 bundled 并记录 WARNING。
 - [新功能] 桌面端全局右上角增加更新入口，与设置页共用更新状态；普通浏览器 WebUI 不展示，且不会在挂载时重复触发后台检查。
 - [修复] 桌面端右上角更新入口与设置页共用检查中状态，避免一侧检查时另一侧仍可重复触发 GitHub Releases 检查；主进程手动检查路径同步增加 in-flight 防重。
+- [新功能] Web 自动补全与搜索放行已登记指数（注册中文名/`sh`/`sz` 前缀/`csi`/`.CSI` 显式形式均可检索与提交），热门候选仍仅股票；`/analyze` API 对显式指数输入构造结构化 `AnalysisTarget`（INDEX 用 `canonical_id` 去重，与同码个股互不折叠，CSI alias 收敛），未登记 CSI 单请求返回明确 4xx、异步批量仅该目标进入响应 `rejected` 列表；指数 target 经任务队列贯穿到 Pipeline `process_single_stock`，`DecisionSignal` 以 `market_override="cn"` 落库并有真实分支测试。
+- [修复] `/analyze` 在解析前按 strip 后非空原始 token 数限制 50 上限，rejected/duplicate token 也计入，防止用拒绝或重复 token 绕过批量上限；以唯一 `is_single = len(stock_codes) == 1 and not rejected_entries` 统一驱动 metadata、409 与单任务 202，duplicate+rejected 混合批次不再误返 legacy 409（单 duplicate 仍 409、部分 rejected 仍 202、全 rejected 仍 400）。
+- [新功能] 报告 meta 补充可选 `asset_type`（`stock`/`index`），由后端 canonical code 经 `parse_analysis_target` 生成权威类型；指数报告在 Web 报告页与 Chat 自选入口隐藏 stock-only 自选操作，裸同码股票（如 `000016`）保持股票行为，market review 与旧客户端可缺省。
+- [修复] Web 批量分析把 accepted/duplicates/rejected 三类计入确认数，含 rejected 的完整 chunk 继续提交下一 chunk 而非误报 incomplete，最终以 warning 展示拒绝数量与首个拒绝原因（中英文文案）。
+- [修复] 历史筛选/删除/计数与 stock-bar 对已登记指数按 parser canonical 身份隔离：`sh000016`/`SH000016`/`000016.SH` 等显式形态互相可达（lowercase canonical + uppercase legacy canonical + 显式 alias），但永远不命中同码裸股票，裸码查询也不会命中指数记录；同一指数多条显式形态旧记录在 `/history/stocks` 合并为一行并计数全部形态，无记录删除仍返回 `deleted=0`。SH/SZ/CSI 共用同一 parser 分支，股票 alias、港股与海外市场行为不变。历史列表、历史详情与 stock-bar 对已登记指数（含旧 uppercase/显式 alias 持久化记录，如 `SZ399300`、`000300.CSI`）的 API `stock_code` 一律输出 parser canonical（`sh000300`/`csi930955`）。
+- [改进] 任务列表/SSE 事件、历史列表项与 stock-bar 项追加可选 `asset_type`（`stock`/`index`）：任务侧从已提交的 `analysis_target` 透传（不重新猜测），历史与 stock-bar 侧由持久化 `record.code` 经 `parse_analysis_target` 生成；旧客户端与 market review 可缺省，字段可选追加不破坏既有契约。
+- [修复] Web 首页与自选工作区改用资产感知身份键：任务/报告/历史的 `assetType` 优先，且被后端保证为 parser canonical 的代码只做**大小写折叠**（`SH000016`→`sh000016`），禁止再用前缀/后缀正则猜 canonical（否则 `000300.CSI` 会被误猜成 `csi000300`、`sz399300` 被误当成独立 canonical，违反注册表唯一判型真源）；仅 watchlist 原始字符串缺少类型时，才用已加载 `stocks.index.json` 的 `assetType=index` 行 canonical/display/显式 alias 精确命中（不先 normalize、不用前缀正则猜测；加载期间禁用批量分析，加载失败或请求超过 10 秒时按既有股票语义 fail-open）；行选中、active task 与完成自动选中按资产类型分桶，`sh000016` 指数行与 `000016` 股票行状态独立，完成后自动选中正确 canonical 指数报告。
+- [修复] Chat 消息恢复、发送与报告追问对显式 SH/SZ/CSI 已登记指数统一按注册表 canonical 判型并覆盖默认 LiteLLM 与 Codex：所有 Chat 后端首帧加载 registry，加载期间延迟 URL/历史恢复并禁用发送，settle 后 `sh000016`/`sz399001`/`000016.SH`/`930955.CSI`/`csi930955` 只产出一个 lowercase canonical；后端 `resolve_stock_scope`、工具守卫与 cache key 复用 parser `INDEX` 身份，保持指数与裸同码股票隔离；未登记、空 registry 或加载失败时维持既有股票 fail-open，绝不按前缀猜指数。
 
 ## [3.31.0] - 2026-08-23
 

docs/full-guide.md

@@ -738,7 +738,24 @@ python main.py --stocks sh000016 --dry-run
 
 指数实时行情使用独立固定链：腾讯 → 新浪 → 东财单股接口 → TickFlow；SH/SZ 指数按 `sh000016`/`sz399001` 显式符号请求，CSI 指数仅由东财单股接口提供（`2.{code}` secid）。显式指数身份全程保留，不会退化为同码股票行情。
 
-> **Phase 2 边界**：默认 `STOCK_LIST`、`--schedule`、Web/API 自动补全与分析入口、Bot 与 GitHub Actions 每日工作流暂不开放指数入口；本能力仅通过一次性 `--stocks` 提供。
+### 指数 Web/API 入口（Phase 2 PR1）
+
+Web 自动补全与搜索已放行已登记指数：搜索注册中文名（如 `上证50`）或显式代码（`sh000016`、`930955.CSI`）会返回对应指数条目并可提交分析；热门候选仍仅展示股票（`assetType=stock`），不包含指数。
+
+API `/analyze` 对显式指数输入构造结构化 `AnalysisTarget`：`sh000016` 以 `asset_type=INDEX` 且 `canonical_id=sh000016` 入队，`930955.CSI`/`csi930955` 收敛为 `csi930955`。指数与同码个股（如 `sh000016` 与 `000016`）独立去重调度、互不折叠；未登记的 CSI 输入（如 `930956.CSI`）在异步单股或同步模式返回明确的 4xx，在异步批量中仅该目标进入响应 `rejected` 列表、同批其他目标正常入队。中文名称输入（如 `贵州茅台`）仍走既有股票名解析，不进入指数判型。
+
+> **Phase 2 边界**：默认 `STOCK_LIST`、`--schedule`、Bot 与 GitHub Actions 每日工作流暂不开放指数入口；Web/API 与一次性 `--stocks` 已支持指数，Bot/定时/每日工作流入口留待 Phase 2 后续 PR。
+
+### 指数与个股 Dashboard canonical 隔离（PR #2312）
+
+已登记指数以 lowercase canonical（`sh000016`/`sz399001`/`csi930955`）写入历史存储；历史筛选、按代码删除、计数与个股栏（stock-bar）聚合统一使用 parser 判型，指数记录与同码裸股票（如 `000016`）严格隔离，互不折叠：
+
+- **历史候选**：指数查询（`sh000016`、`SH000016`、`000016.SH`、`sz399001`、`csi930955`、`930955.CSI` 等显式形式）会命中 lowercase canonical、uppercase legacy canonical 与显式 alias 的既有记录，但**不会**命中裸同码股票记录；裸码查询（`000016`/`930955`）也不会命中指数记录。股票 alias、港股与海外市场的既有等价匹配保持不变。
+- **删除与计数**：`DELETE /api/v1/history/by-code/{code}` 与历史总数对指数 canonical 收敛全部显式形态；无记录时仍返回 `deleted=0`，不引入破坏性 404。
+- **个股栏**：同一指数的 `sh000016`/`SH000016`/`000016.SH` 旧记录在 `/history/stocks` 合并为一行并计数全部显式形态，且与裸 `000016` 股票行并列存在、互不合并。stock-bar 判型来自持久化 `record.code`，不从 display code 反推。
+- **API `stock_code` 输出 canonical**：历史列表、历史详情与 stock-bar 对已登记指数（含旧 uppercase/显式 alias 持久化记录，例如 `SZ399300`、`000300.CSI`）一律输出 parser canonical（`sh000300`/`csi930955`），前端不再需要从别名猜 canonical。
+- **任务 / SSE / API 元数据**：任务列表与 SSE 事件对已提交的 `analysis_target` 暴露可选 `asset_type`（`stock`/`index`），不重新猜测；历史列表项与 stock-bar 项也追加可选 `asset_type`。不认识该字段的旧客户端直接忽略，字段可选追加不破坏既有契约。
+- **Web Dashboard 身份键**：任务/报告/历史的 `assetType` 优先，且被后端保证为 parser canonical 的代码只做**大小写折叠**（`SH000016`→`sh000016`），**禁止**再用前缀/后缀正则猜 canonical（否则 `000300.CSI` 会被误猜成 `csi000300`、`sz399300` 被误当成独立 canonical，违反注册表唯一判型真源）；仅 watchlist 原始字符串缺少类型时，才使用已加载 `stocks.index.json` 中 `assetType=index` 行的 canonical/display/显式 alias **精确命中**（不做先 normalize 再匹配、不用前缀正则猜测；加载期间禁用批量分析，加载失败或请求超过 10 秒时按既有股票语义 fail-open）。行选中、active task 与完成自动选中均按资产类型分桶，指数行与同码股票行状态独立，完成后自动选中正确的 canonical 指数报告。
 
 ### Futu 真实持仓作为分析列表
 

docs/full-guide_EN.md

@@ -677,7 +677,24 @@ Indices share the A-share trading-day semantics: when the trading-day check is e
 
 Index realtime quotes use a dedicated fixed chain: Tencent → Sina → Eastmoney single-stock endpoint → TickFlow. SH/SZ indices are requested with explicit symbols (`sh000016`/`sz399001`); CSI indices are served only by the Eastmoney single-stock endpoint (`2.{code}` secid). The explicit index identity is preserved end-to-end and never degrades into the colliding stock quote.
 
-> **Phase 2 boundary**: default `STOCK_LIST`, `--schedule`, Web/API autocomplete and analysis entrypoints, Bot, and the GitHub Actions daily workflow do not yet expose index entrypoints; this capability is available only through the one-shot `--stocks` entry.
+### Web/API index entry (Phase 2 PR1)
+
+Web autocomplete and search now expose registered indices: searching a registry Chinese name (e.g. `上证50`) or an explicit code (`sh000016`, `930955.CSI`) returns the matching index row and lets you submit its analysis; popular candidates still show stocks only (`assetType=stock`), never indices.
+
+The API `/analyze` endpoint builds a structured `AnalysisTarget` for explicit index inputs: `sh000016` is enqueued as `asset_type=INDEX` with `canonical_id=sh000016`, and `930955.CSI`/`csi930955` converge to `csi930955`. Indices and same-digit stocks (e.g. `sh000016` vs `000016`) are deduplicated independently and never collapse. An unregistered CSI input (e.g. `930956.CSI`) returns an explicit 4xx for a single async or sync request, and in an async batch only that target enters the response `rejected` list while the rest of the batch is enqueued normally. Chinese-name inputs (e.g. `贵州茅台`) keep the existing stock-name resolution path and never enter index classification.
+
+> **Phase 2 boundary**: default `STOCK_LIST`, `--schedule`, Bot, and the GitHub Actions daily workflow do not yet expose index entrypoints; Web/API and the one-shot `--stocks` entry support indices, with Bot/scheduled/daily-workflow entries landing in later Phase 2 PRs.
+
+### Index vs stock Dashboard canonical isolation (PR #2312)
+
+Registered indices are persisted under their lowercase canonical identity (`sh000016` / `sz399001` / `csi930955`). History filtering, delete-by-code, counts, and the stock bar now all use the parser for asset typing, so index records and the same-code bare stock (e.g. `000016`) are strictly isolated and never collapse:
+
+- **History candidates**: index queries (`sh000016`, `SH000016`, `000016.SH`, `sz399001`, `csi930955`, `930955.CSI` and other explicit forms) reach records persisted under the lowercase canonical, the legacy uppercase canonical, or an explicit alias — but **never** the bare same-code stock record; a bare query (`000016` / `930955`) likewise never reaches index records. Stock aliases, HK, and offshore markets keep their existing equivalence semantics.
+- **Delete and count**: `DELETE /api/v1/history/by-code/{code}` and history totals converge every explicit index form; a code with no records still returns `deleted=0` (no breaking 404).
+- **Stock bar**: legacy index records (`sh000016` / `SH000016` / `000016.SH`) merge into one `/history/stocks` row whose count covers all explicit forms, and that row sits beside the bare `000016` stock row without merging. Stock-bar typing derives from the persisted `record.code`, never from the display code.
+- **API `stock_code` output is canonical**: history list, history detail, and stock-bar always surface the parser canonical for registered indices — including legacy uppercase / explicit-alias persisted records such as `SZ399300` or `000300.CSI` (both output `sh000300`) — so the frontend never has to derive a canonical from aliases.
+- **Task / SSE / API metadata**: task lists and SSE events expose an optional `asset_type` (`stock`/`index`) derived from the submitted `analysis_target` (never re-guessed); history list items and stock-bar items gain the same optional field. Clients that do not know the field simply ignore it — the field is optional and additive.
+- **Web Dashboard identity keys**: `assetType` on tasks/reports/history wins first, and backend-guaranteed canonical codes are only **case-folded** (`SH000016` -> `sh000016`) — prefix/suffix regex canonical guessing is forbidden (it would fabricate `csi000300` from `000300.CSI` or treat `sz399300` as an independent canonical, violating the registry as the single asset-type authority). Only raw watchlist strings without a type use an exact canonical/display/alias hit on the loaded `assetType=index` rows of `stocks.index.json` (never normalize-then-match, never prefix-regex guessing; batch analysis stays disabled while the registry loads, and a load failure or request exceeding 10 seconds falls back to existing stock semantics). Row selection, active-task matching, and completed-task auto-selection bucket by asset type, so an index row and a same-code stock row keep independent states and completion auto-selects the correct canonical index report.
 
 ### Use real Futu holdings as the analysis list
 

src/agent/stock_scope.py

@@ -40,6 +40,62 @@ _INDICATOR_CONTEXT_PATTERN = re.compile(
     re.IGNORECASE,
 )
 
+# Match complete explicit SH/SZ/CSI tokens; the registry parser remains the
+# only authority that can promote a match to index identity.
+_INDEX_TOKEN_PATTERNS = (
+    (r"(?<![a-zA-Z0-9_])(?:sh|sz)\d{6}(?![a-zA-Z0-9_])", re.IGNORECASE),
+    (r"(?<![a-zA-Z0-9_])csi\d{6}(?![a-zA-Z0-9_])", re.IGNORECASE),
+    (
+        r"(?<![a-zA-Z0-9_])\d{6}\.(?:sh|sz|csi)(?![a-zA-Z0-9_])",
+        re.IGNORECASE,
+    ),
+)
+
+
+def _extract_index_canonical_tokens(
+    text: str,
+    registry: Any,
+) -> "tuple[list[tuple[int, int]], list[str]]":
+    """Return full spans and canonicals for exact registered index tokens."""
+    spans: List[tuple[int, int]] = []
+    canonicals: List[str] = []
+    for pattern, flags in _INDEX_TOKEN_PATTERNS:
+        for match in re.finditer(pattern, text, flags):
+            raw = match.group(0)
+            try:
+                from src.services.stock_list_parser import (
+                    ParseStatus,
+                    parse_analysis_target,
+                )
+
+                target = parse_analysis_target(raw, registry)
+            except Exception:
+                continue
+            if target.asset_type != ParseStatus.INDEX:
+                continue
+            if not target.canonical_id:
+                continue
+            start, end = match.span()
+            if any(s <= start and end <= e for s, e in spans):
+                continue
+            spans.append((start, end))
+            canonicals.append(target.canonical_id)
+    return spans, canonicals
+
+
+def _is_inside_index_span(start: int, end: int, spans: List[tuple[int, int]]) -> bool:
+    return any(span_start <= start and end <= span_end for span_start, span_end in spans)
+
+
+def _has_ascii_token_boundaries(text: str, start: int, end: int) -> bool:
+    def _is_word_char(char: str) -> bool:
+        return bool(char) and char.isascii() and (char.isalnum() or char == "_")
+
+    return (
+        not _is_word_char(text[start - 1:start])
+        and not _is_word_char(text[end:end + 1])
+    )
+
 
 @dataclass(frozen=True)
 class StockScope:
@@ -65,8 +121,8 @@ class StockScopeResolution:
     stock_scope: Optional[StockScope]
 
 
-def _normalize_stock_code(value: Any) -> str:
+def _normalize_stock_code(value: Any, registry: Optional[Any] = None) -> str:
-    """Normalize a code with the runner's canonical stock-code rules."""
+    """Normalize a code, preserving exact registered index canonicals."""
     if not isinstance(value, str):
         return ""
     text = value.strip()
@@ -75,7 +131,7 @@ def _normalize_stock_code(value: Any) -> str:
     try:
         from src.agent.tools.execution import _normalize_tool_stock_code
 
-        normalized = _normalize_tool_stock_code(text)
+        normalized = _normalize_tool_stock_code(text, registry)
     except Exception:
         normalized = text.strip().upper()
     return normalized if isinstance(normalized, str) else str(normalized)
@@ -95,20 +151,31 @@ def _is_denied_candidate(candidate: str, text: str = "") -> bool:
         return False
 
 
-def _append_candidate(candidates: List[str], candidate: str, text: str = "") -> None:
+def _append_candidate(
-    normalized = _normalize_stock_code(candidate)
+    candidates: List[str],
+    candidate: str,
+    text: str = "",
+    registry: Optional[Any] = None,
+) -> None:
+    normalized = _normalize_stock_code(candidate, registry)
     if not normalized or _is_denied_candidate(normalized, text):
         return
     if normalized not in candidates:
         candidates.append(normalized)
 
 
-def extract_stock_codes(text: str) -> List[str]:
+def extract_stock_codes(text: str, registry: Optional[Any] = None) -> List[str]:
-    """Extract all explicit stock-code candidates from free text."""
+    """Extract candidates; no registry preserves the legacy stock-only path."""
     if not text:
         return []
 
     candidates: List[str] = []
+    index_spans: List[tuple[int, int]] = []
+    if registry is not None:
+        index_spans, canonicals = _extract_index_canonical_tokens(text, registry)
+        for canonical in canonicals:
+            if canonical not in candidates:
+                candidates.append(canonical)
 
     for pattern, flags in (
         (r"(?<![a-zA-Z])(?:SH|SZ|BJ)\d{6}(?!\d)", re.IGNORECASE),
@@ -119,8 +186,13 @@ def extract_stock_codes(text: str) -> List[str]:
         (r"(?<![a-zA-Z.])([A-Z]{2,5}(?:\.[A-Z]{1,2})?)(?![a-zA-Z0-9])", 0),
     ):
         for match in re.finditer(pattern, text, flags):
+            start, end = match.span()
+            if registry is not None and not _has_ascii_token_boundaries(text, start, end):
+                continue
+            if _is_inside_index_span(start, end, index_spans):
+                continue
             raw = match.group(1) if match.lastindex else match.group(0)
-            _append_candidate(candidates, raw, text)
+            _append_candidate(candidates, raw, text, registry)
 
     if (
         _SWITCH_PATTERN.search(text)
@@ -129,12 +201,22 @@ def extract_stock_codes(text: str) -> List[str]:
         or _CHOICE_COMPARE_PATTERN.search(text)
     ):
         for match in _LOWERCASE_TICKER_PATTERN.finditer(text):
-            _append_candidate(candidates, match.group(1), text)
+            start, end = match.span(1)
+            if registry is not None and not _has_ascii_token_boundaries(text, start, end):
+                continue
+            if _is_inside_index_span(start, end, index_spans):
+                continue
+            _append_candidate(candidates, match.group(1), text, registry)
 
     return candidates
 
 
-def _is_compare_message(message: str, candidates: List[str], current_code: str) -> bool:
+def _is_compare_message(
+    message: str,
+    candidates: List[str],
+    current_code: str,
+    registry: Optional[Any] = None,
+) -> bool:
     if _STRONG_COMPARE_PATTERN.search(message):
         return True
     new_candidates = {code for code in candidates if code != current_code}
@@ -151,7 +233,7 @@ def _is_compare_message(message: str, candidates: List[str], current_code: str)
         return False
 
     for match in _LINKED_COMPARE_PATTERN.finditer(message):
-        body_candidates = set(extract_stock_codes(f"比较 {match.group('body')}"))
+        body_candidates = set(extract_stock_codes(f"比较 {match.group('body')}", registry))
         if body_candidates & new_candidates:
             return True
     return False
@@ -182,11 +264,22 @@ def resolve_stock_scope(
     *,
     skills: Optional[Iterable[str]] = None,
     strict_initial_scope: bool = False,
+    registry: Optional[Any] = None,
 ) -> StockScopeResolution:
-    """Resolve the effective context and stock tool scope for one chat turn."""
+    """Resolve one turn with a shared registry, failing open to stock semantics."""
+    if registry is None:
+        try:
+            from src.services.stock_list_parser import default_index_registry
+
+            registry = default_index_registry()
+        except Exception:
+            registry = None
+    if registry is not None and not getattr(registry, "_entries", ()):
+        registry = None
+
     original_context = dict(context or {})
     message_text = message or ""
-    current_code = _normalize_stock_code(original_context.get("stock_code"))
+    current_code = _normalize_stock_code(original_context.get("stock_code"), registry)
     invalid_context_code = bool(current_code and _is_denied_candidate(current_code, message_text))
     original_context.pop("allowed_stock_codes", None)
     if invalid_context_code:
@@ -196,7 +289,7 @@ def resolve_stock_scope(
 
     if not current_code:
         if invalid_context_code or strict_initial_scope:
-            candidates = extract_stock_codes(message_text)
+            candidates = extract_stock_codes(message_text, registry)
             if strict_initial_scope and not invalid_context_code and not candidates:
                 return StockScopeResolution(
                     effective_context=_with_skills(original_context, skills),
@@ -222,14 +315,14 @@ def resolve_stock_scope(
             stock_scope=None,
         )
 
-    candidates = extract_stock_codes(message_text)
+    candidates = extract_stock_codes(message_text, registry)
     new_candidates = [code for code in candidates if code != current_code]
     mode = "maintain"
     effective_context = dict(original_context)
     expected = current_code
     allowed = {current_code}
 
-    if _is_compare_message(message_text, candidates, current_code):
+    if _is_compare_message(message_text, candidates, current_code, registry):
         mode = "compare"
         allowed.update(candidates)
     elif _SWITCH_PATTERN.search(message_text) and len(new_candidates) == 1:

src/agent/tools/execution.py

@@ -169,45 +169,75 @@ def serialize_tool_result(result: Any) -> str:
     return str(result)
 
 
-def _normalize_tool_stock_code(value: Any) -> Any:
+def _normalize_tool_stock_code(value: Any, registry: Optional[Any] = None) -> Any:
-    """Canonicalize stock code arguments so equivalent HK variants share one cache key."""
+    """Canonicalize a stock argument for tool scope and cache keys.
+
+    An injected registry preserves exact parser INDEX canonicals. Direct calls
+    without one retain the legacy stock/HK normalization path.
+    """
     if not isinstance(value, str):
         return value
 
-    text = value.strip().upper()
+    text = value.strip()
     if not text:
         return text
 
-    if text.endswith(".HK"):
+    if registry is not None:
-        base = text[:-3]
+        try:
+            from src.services.stock_list_parser import ParseStatus, parse_analysis_target
+
+            target = parse_analysis_target(text, registry)
+            if target.asset_type == ParseStatus.INDEX and target.canonical_id:
+                return target.canonical_id
+        except Exception:
+            # Registry malformed/unavailable — fall through to the stock path.
+            pass
+
+    upper = text.upper()
+    if upper.endswith(".HK"):
+        base = upper[:-3]
         if base.isdigit() and 1 <= len(base) <= 5:
             return f"HK{base.zfill(5)}"
 
-    if text.startswith("HK"):
+    if upper.startswith("HK"):
-        base = text[2:]
+        base = upper[2:]
         if base.isdigit() and 1 <= len(base) <= 5:
             return f"HK{base.zfill(5)}"
 
-    if text.isdigit() and len(text) == 5:
+    if upper.isdigit() and len(upper) == 5:
-        return f"HK{text}"
+        return f"HK{upper}"
 
     try:
         from data_provider.base import canonical_stock_code, normalize_stock_code
 
-        return canonical_stock_code(normalize_stock_code(text))
+        return canonical_stock_code(normalize_stock_code(upper))
     except Exception:
-        return text
+        return upper
+
+
+def _default_index_registry_or_none() -> Optional[Any]:
+    """Return the default IndexRegistry, failing open to stock semantics."""
+    try:
+        from src.services.stock_list_parser import default_index_registry
+
+        return default_index_registry()
+    except Exception:
+        return None
 
 
 def _build_tool_cache_key(tool_name: str, arguments: Dict[str, Any]) -> Optional[str]:
-    """Build a stable cache key for tool calls with normalized stock-code arguments."""
+    """Build a stable cache key without folding index and bare-stock identities."""
     if not isinstance(arguments, dict):
         return None
 
+    registry = None
+    if "stock_code" in arguments:
+        registry = _default_index_registry_or_none()
+
     normalized_args: Dict[str, Any] = {}
     for key, value in arguments.items():
         if key == "stock_code":
-            normalized_args[key] = _normalize_tool_stock_code(value)
+            normalized_args[key] = _normalize_tool_stock_code(value, registry)
         else:
             normalized_args[key] = value
 
@@ -234,13 +264,13 @@ def _is_stock_scoped_tool(tool_registry: ToolRegistry, tool_name: str) -> bool:
     return any(param.name == "stock_code" for param in tool_def.parameters)
 
 
-def _normalize_guard_stock_code(value: Any) -> str:
+def _normalize_guard_stock_code(value: Any, registry: Optional[Any] = None) -> str:
     if value is None:
         return ""
     if isinstance(value, float) and value.is_integer():
         value = int(value)
     raw = value if isinstance(value, str) else str(value)
-    normalized = _normalize_tool_stock_code(raw)
+    normalized = _normalize_tool_stock_code(raw, registry)
     return normalized if isinstance(normalized, str) else str(normalized)
 
 
@@ -253,7 +283,9 @@ def _guard_tool_stock_scope(
     tool_name: str,
     arguments: Dict[str, Any],
     stock_scope: Any,
+    index_registry: Optional[Any] = None,
 ) -> Optional[Dict[str, Any]]:
+    """Enforce one tool stock argument against the active canonical scope."""
     if stock_scope is None or not isinstance(arguments, dict):
         return None
     if not _is_stock_scoped_tool(tool_registry, tool_name):
@@ -261,12 +293,17 @@ def _guard_tool_stock_scope(
     if "stock_code" not in arguments:
         return None
 
-    requested = _normalize_guard_stock_code(arguments.get("stock_code"))
+    if index_registry is None:
-    expected = _normalize_guard_stock_code(getattr(stock_scope, "expected_stock_code", ""))
+        index_registry = _default_index_registry_or_none()
+
+    requested = _normalize_guard_stock_code(arguments.get("stock_code"), index_registry)
+    expected = _normalize_guard_stock_code(
+        getattr(stock_scope, "expected_stock_code", ""), index_registry
+    )
     allowed = {
         normalized
         for code in _iter_allowed_stock_codes(stock_scope)
-        for normalized in [_normalize_guard_stock_code(code)]
+        for normalized in [_normalize_guard_stock_code(code, index_registry)]
         if normalized
     }
     if requested and (requested == expected or requested in allowed):

src/search_service.py

@@ -4051,7 +4051,13 @@ class SearchService:
             # 如果提供了关键词，直接使用关键词作为查询
             query = " ".join(focus_keywords)
         elif prefer_chinese:
-            query = f"{stock_name} {stock_code} 股票 最新消息"
+            # 指数 target 的 stock_code 可能为空（Agent 工具 _resolve_search_subject
+            # 有意只传显示名），空 code 直接省略，避免拼出 "上证50  股票" 双空格。
+            query = (
+                f"{stock_name} {stock_code} 股票 最新消息"
+                if stock_code
+                else f"{stock_name} 股票 最新消息"
+            )
         elif is_foreign:
             # 港股/美股使用英文搜索关键词；优先使用英文公司名（issue #2026）
             if english_aliases and short_name and short_name != effective_name:
@@ -4064,13 +4070,13 @@ class SearchService:
             # 默认主查询：股票名称 + 核心关键词
             query = f"{stock_name} {stock_code} 股票 最新消息"
 
+        subject_label = f"{stock_name}({stock_code})" if stock_code else stock_name
         logger.info(
             (
-                "搜索股票新闻: %s(%s), query='%s', 时间范围: 近%s天 "
+                "搜索股票新闻: %s, query='%s', 时间范围: 近%s天 "
                 "(profile=%s, NEWS_MAX_AGE_DAYS=%s, prefer_chinese=%s), 目标条数=%s, provider请求条数=%s"
             ),
-            stock_name,
+            subject_label,
-            stock_code,
             query,
             search_days,
             self.news_strategy_profile,

src/services/analysis_service.py

@@ -36,6 +36,32 @@ from src.services.empty_news import empty_news_disclosure
 logger = logging.getLogger(__name__)
 
 
+def asset_type_from_canonical_code(code: Any) -> Optional[str]:
+    """Derive the authoritative ``asset_type`` for a canonical stock/index code.
+
+    Uses :func:`parse_analysis_target` — the single asset-type authority — on
+    the *canonical* code, never the display code, so ``sh000016`` (index) and
+    bare ``000016`` (stock) are distinguished by the parser rather than by
+    display normalization. Returns ``None`` for market review / empty /
+    unsupported codes, so legacy clients and market reviews simply omit the
+    optional field.
+    """
+    text = str(code or "").strip()
+    if not text:
+        return None
+    if text.upper() == "MARKET":
+        return None
+
+    from src.services.stock_list_parser import ParseStatus, parse_analysis_target
+
+    target = parse_analysis_target(text)
+    if target.asset_type == ParseStatus.INDEX:
+        return "index"
+    if target.asset_type == ParseStatus.STOCK:
+        return "stock"
+    return None
+
+
 class AnalysisService:
     """
     分析服务
@@ -62,6 +88,7 @@ class AnalysisService:
         query_source: str = "api",
         portfolio_context: Optional[Dict[str, Any]] = None,
         report_language: Optional[str] = None,
+        analysis_target: Optional[Any] = None,
     ) -> Optional[Dict[str, Any]]:
         """
         执行股票分析
@@ -73,6 +100,8 @@ class AnalysisService:
             query_id: 查询 ID（可选）
             send_notification: 是否发送通知（API 触发默认发送）
             analysis_phase: 请求的分析阶段覆盖（auto/premarket/intraday/postmarket）
+            analysis_target: 可选的结构化分析目标（指数目标贯穿到 pipeline，
+                否则指数会退化为股票语义）
             
         Returns:
             分析结果字典，包含:
@@ -128,6 +157,7 @@ class AnalysisService:
                 skip_analysis=False,
                 single_stock_notify=send_notification,
                 report_type=rt,
+                analysis_target=analysis_target,
             )
             
             if result is None:
@@ -219,6 +249,7 @@ class AnalysisService:
                 "change_pct": result.change_pct,
                 "model_used": getattr(result, "model_used", None),
                 "market_phase_summary": market_phase_summary,
+                "asset_type": asset_type_from_canonical_code(result.code),
             },
             "summary": {
                 "analysis_summary": result.analysis_summary,

src/services/history_service.py

@@ -141,36 +141,50 @@ class HistoryService:
                 is_bse_code,
                 normalize_stock_code,
             )
-            from src.services.stock_code_utils import (
+            from src.services.stock_list_parser import ParseStatus, parse_analysis_target
-                _converge_registered_csi_identity,
-            )
 
-            # PR #2267 review remediation: converge registered CSI aliases
+            # PR #2312: parser-aware index branch. ``parse_analysis_target``
-            # (``csi930955`` / ``930955.CSI`` / ``CSI930955``) so a record persisted under any
+            # (with the index registry) is the single asset-type authority. When
-            # equivalent form is reachable from every equivalent query input.
+            # the query token is a registered INDEX, the persisted-read candidate
-            # This is a *persisted-read* filter path, so the candidate set must
+            # set must be exactly:
-            # include:
+            #   1. the lowercase parser canonical (``sh000016`` / ``csi930955`` —
-            #   1. the parser canonical (``csi930955`` — current storage form),
+            #      the current storage form),
-            #   2. the old resolver's uppercase canonical (``CSI930955`` — how
+            #   2. the legacy uppercase canonical (``SH000016`` / ``CSI930955`` —
-            #      pre-fix records were saved), and
+            #      how pre-fix records were saved), and
-            #   3. the IndexEntry's explicit aliases (``930955.CSI``).
+            #   3. every explicit alias/display form (``000016.SH`` /
-            converged_csi = _converge_registered_csi_identity(raw_code)
+            #      ``930955.CSI`` — ``IndexEntry.aliases``).
-            if converged_csi is not None:
+            # The bare same-code stock (``000016`` / ``930955``) is deliberately
-                from src.data.stock_index_loader import _load_active_index_rows
+            # excluded so an index record is never reachable through a stock
-                active_rows = _load_active_index_rows()
+            # query and vice versa. This unifies the previous CSI-only convergence
-                alias_keys: List[str] = []
+            # (PR #2267) with the SH/SZ index identity so all three namespaces
-                display_keys: List[str] = []
+            # share one branch.
-                for row in active_rows:
+            target = parse_analysis_target(raw_code)
-                    if row and str(row[0] or "").strip() == converged_csi:
+            if target.asset_type == ParseStatus.INDEX:
-                        display_keys = [str(row[1] or "").strip()]
+                index_keys = [target.canonical_id]
-                        alias_keys = [
+                legacy_upper = (
-                            str(a) for a in (row[5] if isinstance(row[5], list) else [])
+                    canonical_stock_code(target.canonical_id)
-                            if str(a).strip()
+                    or target.canonical_id.upper()
-                        ]
+                )
-                        break
+                if legacy_upper and legacy_upper not in index_keys:
-                canonical_upper = canonical_stock_code(converged_csi) or converged_csi.upper()
+                    index_keys.append(legacy_upper)
-                add_keys = [converged_csi, canonical_upper] + display_keys + alias_keys
+                entry = target.matched_index
-                for key in add_keys:
+                if entry is not None:
+                    for alias in entry.aliases:
+                        alias = str(alias or "").strip()
+                        if not alias:
+                            continue
+                        if alias not in index_keys:
+                            index_keys.append(alias)
+                        # sqlite ``IN`` comparison is case-sensitive: a legacy
+                        # record may have been persisted under the uppercase
+                        # alias form (``SZ399300`` for registry alias
+                        # ``sz399300``), so the persisted-read candidate set must
+                        # carry both the raw alias and its uppercase form. The
+                        # bare same-code stock (``000300``) is still never added.
+                        alias_upper = alias.upper()
+                        if alias_upper and alias_upper not in index_keys:
+                            index_keys.append(alias_upper)
+                for key in index_keys:
                     if key and key not in candidates:
                         candidates.append(key)
                 return candidates
@@ -373,6 +387,21 @@ class HistoryService:
         code = str(raw_code or "").strip()
         if not code:
             return code
+        from src.services.stock_list_parser import ParseStatus, parse_analysis_target
+
+        try:
+            target = parse_analysis_target(code)
+        except Exception:
+            return resolve_index_stock_code(code) or code
+        if target.asset_type == ParseStatus.INDEX:
+            # PR #2312: registered index records always surface the parser
+            # canonical (lowercase ``sh000300`` / ``csi930955``), even when the
+            # persisted row was saved under a legacy uppercase canonical or an
+            # explicit alias (``SH000016`` / ``000016.SH`` / ``sz399300`` /
+            # ``000300.CSI``). Web identity keys therefore only need a simple
+            # case fold for API/task/report codes — they must never guess a
+            # canonical from prefixes/suffixes.
+            return target.canonical_id
         return resolve_index_stock_code(code) or code
 
     def _display_market_phase_summary(self, stock_code: str, context_snapshot: Any) -> Any:
@@ -433,9 +462,23 @@ class HistoryService:
             "model_used": normalize_model_used(model_used),
             "created_at": self._serialize_created_at(record.created_at),
             "market_phase_summary": market_phase_summary,
+            "asset_type": self._asset_type_for_record(record),
             **market_fields,
         }
 
+    @staticmethod
+    def _asset_type_for_record(record) -> Optional[str]:
+        """Return the parser-derived optional ``asset_type`` for a history row.
+
+        Uses the *persisted* ``record.code`` (never the display code) via
+        :func:`asset_type_from_canonical_code`, so ``sh000016`` is ``index``,
+        bare ``000016`` is ``stock`` and market review rows (``MARKET``) omit
+        the field. Optional by contract: legacy clients simply ignore it.
+        """
+        from src.services.analysis_service import asset_type_from_canonical_code
+
+        return asset_type_from_canonical_code(getattr(record, "code", None))
+
     def _resolve_record(
         self,
         record_id: str,

src/services/task_queue.py

@@ -49,6 +49,47 @@ def _dedupe_stock_code_key(stock_code: str) -> str:
     return resolve_index_stock_code_for_analysis(normalize_stock_code(stock_code))
 
 
+def _dedupe_task_key(
+    stock_code: str,
+    analysis_target: Optional[Any] = None,
+) -> str:
+    """
+    Build the duplicate-detection key for a submitted task.
+
+    Index targets dedupe by their canonical id (``sh000016`` / ``csi930955``),
+    so an index never collapses with a same-digit stock (``000016``) and
+    registered CSI aliases converge to one key. Stock targets keep the legacy
+    code-based key, preserving existing dedup semantics for
+    ``600519``/``600519.SH`` and friends.
+    """
+    from src.services.stock_list_parser import ParseStatus
+
+    if analysis_target is not None and analysis_target.asset_type == ParseStatus.INDEX:
+        return analysis_target.canonical_id
+    return _dedupe_stock_code_key(stock_code)
+
+
+def asset_type_from_analysis_target(analysis_target: Optional[Any]) -> Optional[str]:
+    """Derive the optional ``asset_type`` from a submitted analysis target.
+
+    Uses the parser target only (never re-guesses from the code). Registered
+    index targets (``ParseStatus.INDEX``) yield ``"index"``, explicit stock
+    targets yield ``"stock"``, and targets that were not carried downstream
+    (plain stock submissions, market review) yield ``None`` so the field is
+    simply omitted from task payloads — keeping legacy clients compatible.
+    """
+    from src.services.stock_list_parser import ParseStatus
+
+    if analysis_target is None:
+        return None
+    asset_type = getattr(analysis_target, "asset_type", None)
+    if asset_type == ParseStatus.INDEX:
+        return "index"
+    if asset_type == ParseStatus.STOCK:
+        return "stock"
+    return None
+
+
 class TaskStatus(str, Enum):
     """Task status enumeration"""
     PENDING = "pending"        # Waiting for execution
@@ -88,6 +129,13 @@ class TaskInfo:
     trace_id: Optional[str] = None
     region: Optional[str] = None
     flow_events: List[Dict[str, Any]] = field(default_factory=list)
+    # 固化去重键：submit 时按 asset_type 分支算好，完成/失败移除时直接使用，
+    # 避免 key 生成/移除不一致导致 _analyzing_stocks 残留。
+    dedupe_key: Optional[str] = None
+    analysis_target: Optional[Any] = None
+    # parser 来源的可选资产类型（``index``/``stock``/``None``）；SSE 与任务列表
+    # 从这里透传，不得在消费端重新猜测。
+    asset_type: Optional[str] = None
     
     def to_dict(self) -> Dict[str, Any]:
         """Convert task info into an API-friendly dictionary."""
@@ -111,6 +159,8 @@ class TaskInfo:
         }
         if self.region is not None:
             payload["region"] = self.region
+        if self.asset_type is not None:
+            payload["asset_type"] = self.asset_type
         return payload
     
     def copy(self) -> 'TaskInfo':
@@ -138,6 +188,9 @@ class TaskInfo:
             trace_id=self.trace_id or self.task_id,
             region=self.region,
             flow_events=copy.deepcopy(self.flow_events),
+            dedupe_key=self.dedupe_key,
+            analysis_target=self.analysis_target,
+            asset_type=self.asset_type,
         )
 
 
@@ -337,6 +390,7 @@ class AnalysisTaskQueue:
         force_refresh: bool = False,
         skills: Optional[List[str]] = None,
         report_language: Optional[str] = None,
+        analysis_target: Optional[Any] = None,
     ) -> TaskInfo:
         """
         Submit a single analysis task.
@@ -349,6 +403,8 @@ class AnalysisTaskQueue:
             report_type: Report type
             analysis_phase: Requested analysis phase override
             force_refresh: Whether to bypass cache
+            analysis_target: Optional structured analysis target (index targets
+                dedupe by canonical id and flow through to the pipeline)
 
         Returns:
             TaskInfo: Accepted task information
@@ -372,6 +428,7 @@ class AnalysisTaskQueue:
             force_refresh=force_refresh,
             skills=skills,
             report_language=report_language,
+            analysis_targets=([analysis_target] if analysis_target is not None else None),
         )
         if duplicates:
             raise duplicates[0]
@@ -391,12 +448,16 @@ class AnalysisTaskQueue:
         notify: bool = True,
         skills: Optional[List[str]] = None,
         report_language: Optional[str] = None,
+        analysis_targets: Optional[List[Any]] = None,
     ) -> Tuple[List[TaskInfo], List[DuplicateTaskError]]:
         """
         Submit analysis tasks in batch.
 
         - Duplicate stocks are skipped and recorded in duplicates.
         - If executor submission fails, the current batch is rolled back.
+        - ``analysis_targets`` is an optional per-code structured target list.
+          Index targets dedupe by ``canonical_id`` (never collapsing with a
+          same-digit stock); stock targets keep the legacy code-based key.
         """
         self.validate_selection_source(selection_source)
 
@@ -404,14 +465,34 @@ class AnalysisTaskQueue:
         duplicates: List[DuplicateTaskError] = []
         created_task_ids: List[str] = []
 
-        canonical_codes = [
+        # Align per-code targets with the canonicalized code list. Index targets
-            normalized for normalized in (resolve_index_stock_code_for_analysis(code) for code in stock_codes)
+        # keep their parser canonical id (lowercase ``sh000016`` / ``csi930955``)
-            if normalized
+        # so the pipeline and fetchers see the exact identity the API resolved;
-        ]
+        # stock codes keep the legacy canonicalization path.
+        targets_by_index: Dict[int, Any] = {}
+        for idx, code in enumerate(stock_codes):
+            target = (
+                analysis_targets[idx]
+                if analysis_targets is not None and idx < len(analysis_targets)
+                else None
+            )
+            if target is not None and getattr(target, "asset_type", None) == "index":
+                targets_by_index[idx] = target
+
+        canonical_codes = []
+        for idx, code in enumerate(stock_codes):
+            target = targets_by_index.get(idx)
+            if target is not None:
+                canonical_codes.append(target.canonical_id)
+            else:
+                normalized = resolve_index_stock_code_for_analysis(code)
+                if normalized:
+                    canonical_codes.append(normalized)
 
         with self._data_lock:
-            for stock_code in canonical_codes:
+            for idx, stock_code in enumerate(canonical_codes):
-                dedupe_key = _dedupe_stock_code_key(stock_code)
+                analysis_target = targets_by_index.get(idx)
+                dedupe_key = _dedupe_task_key(stock_code, analysis_target)
                 if dedupe_key in self._analyzing_stocks:
                     existing_task_id = self._analyzing_stocks[dedupe_key]
                     duplicates.append(DuplicateTaskError(stock_code, existing_task_id))
@@ -434,6 +515,9 @@ class AnalysisTaskQueue:
                     portfolio_context=dict(portfolio_context) if isinstance(portfolio_context, dict) else None,
                     skills=task_skills,
                     report_language=report_language,
+                    dedupe_key=dedupe_key,
+                    analysis_target=analysis_target,
+                    asset_type=asset_type_from_analysis_target(analysis_target),
                 )
                 self._tasks[task_id] = task_info
                 self._analyzing_stocks[dedupe_key] = task_id
@@ -448,6 +532,7 @@ class AnalysisTaskQueue:
                         notify,
                         task_skills,
                         report_language,
+                        analysis_target,
                     )
                 except Exception:
                     # Roll back the current batch to avoid partial submission.
@@ -521,7 +606,12 @@ class AnalysisTaskQueue:
 
             task = self._tasks.pop(task_id, None)
             if task:
-                dedupe_key = _dedupe_stock_code_key(task.stock_code)
+                # 使用 submit 时固化的 dedupe_key（若存在），避免按 code 重算
+                # 与提交路径不一致导致 _analyzing_stocks 残留。
+                dedupe_key = task.dedupe_key or _dedupe_task_key(
+                    task.stock_code,
+                    getattr(task, "analysis_target", None),
+                )
                 if self._analyzing_stocks.get(dedupe_key) == task_id:
                     del self._analyzing_stocks[dedupe_key]
     
@@ -674,6 +764,7 @@ class AnalysisTaskQueue:
         notify: bool = True,
         skills: Optional[List[str]] = None,
         report_language: Optional[str] = None,
+        analysis_target: Optional[Any] = None,
     ) -> Optional[Dict[str, Any]]:
         """
         执行分析任务（在线程池中运行）
@@ -683,6 +774,7 @@ class AnalysisTaskQueue:
             stock_code: 股票代码
             report_type: 报告类型
             force_refresh: 是否强制刷新
+            analysis_target: 可选的结构化分析目标（指数目标透传到 pipeline）
             
         Returns:
             分析结果字典
@@ -736,6 +828,7 @@ class AnalysisTaskQueue:
                 query_source=query_source,
                 portfolio_context=portfolio_context,
                 report_language=report_language,
+                analysis_target=analysis_target,
             )
             reset_run_diagnostic_context(diag_token)
             diag_token = None
@@ -752,8 +845,11 @@ class AnalysisTaskQueue:
                         task.message = "分析完成"
                         task.stock_name = result.get("stock_name", task.stock_name)
                         
-                        # 从分析中集合移除
+                        # 从分析中集合移除（使用 submit 时固化的 key，避免不一致残留）
-                        dedupe_key = _dedupe_stock_code_key(task.stock_code)
+                        dedupe_key = task.dedupe_key or _dedupe_task_key(
+                            task.stock_code,
+                            getattr(task, "analysis_target", None),
+                        )
                         if dedupe_key in self._analyzing_stocks:
                             del self._analyzing_stocks[dedupe_key]
                 
@@ -782,8 +878,11 @@ class AnalysisTaskQueue:
                     task.error = error_msg[:200]  # 限制错误信息长度
                     task.message = f"分析失败: {error_msg[:50]}"
                     
-                    # 从分析中集合移除
+                    # 从分析中集合移除（使用 submit 时固化的 key，避免不一致残留）
-                    dedupe_key = _dedupe_stock_code_key(task.stock_code)
+                    dedupe_key = task.dedupe_key or _dedupe_task_key(
+                        task.stock_code,
+                        getattr(task, "analysis_target", None),
+                    )
                     if dedupe_key in self._analyzing_stocks:
                         del self._analyzing_stocks[dedupe_key]
             

tests/test_agent_executor.py

@@ -113,6 +113,44 @@ def _make_mock_adapter():
     return adapter
 
 
+def _make_index_registry():
+    """Build the registered identities exercised by the scope tests."""
+    from src.services.stock_list_parser import IndexEntry, IndexRegistry
+
+    return IndexRegistry(
+        [
+            IndexEntry(
+                bare_code="000016",
+                exchange="SH",
+                canonical_id="sh000016",
+                display_name="上证50",
+                aliases=("000016.SH",),
+            ),
+            IndexEntry(
+                bare_code="000300",
+                exchange="SH",
+                canonical_id="sh000300",
+                display_name="沪深300",
+                aliases=("sz399300", "000300.SH", "000300.CSI"),
+            ),
+            IndexEntry(
+                bare_code="399001",
+                exchange="SZ",
+                canonical_id="sz399001",
+                display_name="深证成指",
+                aliases=("399001.SZ",),
+            ),
+            IndexEntry(
+                bare_code="930955",
+                exchange="CSI",
+                canonical_id="csi930955",
+                display_name="红利低波100",
+                aliases=("930955.CSI",),
+            ),
+        ]
+    )
+
+
 def _build_analysis_context_pack_summary(
     *,
     realtime_quote=None,
@@ -422,6 +460,183 @@ class TestAgentExecutor(unittest.TestCase):
         self.assertEqual(result.effective_context["stock_code"], "600519")
         self.assertEqual(result.stock_scope.allowed_stock_codes, {"600519"})
 
+    def test_resolve_stock_scope_registry_explicit_index_forms_fold_to_canonical(self):
+        # PR #2312 loop 1: default chat (litellm) + explicit registered index
+        # tokens must keep the registry canonical — never stock-normalized into
+        # a bare same-code or a prefix-derived fabrication. Case-insensitive,
+        # dotted SH/SZ/CSI, and CSI-prefix forms all fold to the registry
+        # canonical; cross-exchange aliases (sz399300/399300.SZ/000300.SH) fold
+        # to sh000300 without guessing a canonical from the input prefix.
+        registry = _make_index_registry()
+        cases = [
+            ("换成 SH000016 看看", "sh000016"),
+            ("换成 000016.SH 看看", "sh000016"),
+            ("换成 000016.sh 看看", "sh000016"),
+            ("换成 sz399001 看看", "sz399001"),
+            ("换成 399001.SZ 看看", "sz399001"),
+            ("换成 CSI930955 看看", "csi930955"),
+            ("换成 930955.CSI 看看", "csi930955"),
+            ("换成 csi930955 看看", "csi930955"),
+            ("换成 sz399300 看看", "sh000300"),
+            ("换成 399300.SZ 看看", "sh000300"),
+            ("换成 000300.SH 看看", "sh000300"),
+        ]
+        for message, expected in cases:
+            with self.subTest(message=message, expected=expected):
+                result = resolve_stock_scope(
+                    message,
+                    {"stock_code": "600519", "stock_name": "贵州茅台"},
+                    registry=registry,
+                )
+                self.assertEqual(result.stock_scope.mode, "switch")
+                self.assertEqual(result.stock_scope.expected_stock_code, expected)
+                self.assertEqual(result.stock_scope.allowed_stock_codes, {expected})
+                self.assertEqual(result.effective_context["stock_code"], expected)
+                # The switched context must not reuse the previous stock name.
+                self.assertEqual(result.effective_context["stock_name"], "")
+
+    def test_resolve_stock_scope_registry_keeps_bare_code_as_stock_identity(self):
+        registry = _make_index_registry()
+        result = resolve_stock_scope(
+            "换成 000016 看看",
+            {"stock_code": "600519", "stock_name": "贵州茅台"},
+            registry=registry,
+        )
+
+        # Bare 000016 shares digits with sh000016 but stays a stock identity.
+        self.assertEqual(result.stock_scope.mode, "switch")
+        self.assertEqual(result.stock_scope.expected_stock_code, "000016")
+        self.assertEqual(result.effective_context["stock_code"], "000016")
+
+    def test_resolve_stock_scope_registry_same_code_switch_isolates_identities(self):
+        registry = _make_index_registry()
+        result = resolve_stock_scope(
+            "换成 000016 看看",
+            {"stock_code": "sh000016", "stock_name": "上证50"},
+            registry=registry,
+        )
+
+        # Explicit switch index -> bare same-code stock must send the bare
+        # identity and never reuse the index name.
+        self.assertEqual(result.stock_scope.mode, "switch")
+        self.assertEqual(result.stock_scope.expected_stock_code, "000016")
+        self.assertEqual(result.stock_scope.allowed_stock_codes, {"000016"})
+        self.assertEqual(result.effective_context["stock_code"], "000016")
+        self.assertEqual(result.effective_context["stock_name"], "")
+
+    def test_resolve_stock_scope_registry_compare_keeps_both_identities(self):
+        registry = _make_index_registry()
+        result = resolve_stock_scope(
+            "比较 sh000016 和 000016 的差异",
+            {"stock_code": "sh000016", "stock_name": "上证50"},
+            registry=registry,
+        )
+
+        # Compare keeps the active index context and admits both identities
+        # without folding them.
+        self.assertEqual(result.stock_scope.mode, "compare")
+        self.assertEqual(result.stock_scope.expected_stock_code, "sh000016")
+        self.assertEqual(
+            result.stock_scope.allowed_stock_codes,
+            {"sh000016", "000016"},
+        )
+        self.assertEqual(result.effective_context["stock_code"], "sh000016")
+
+    def test_resolve_stock_scope_registry_embedded_ascii_never_leaks_identity(self):
+        registry = _make_index_registry()
+        cases = [
+            "换成 10SH000016 看看",
+            "换成 SH000016yy 看看",
+            "换成 _SH000016 看看",
+            "换成 SH000016_x 看看",
+            "换成 10sz399001 看看",
+            "换成 sz399001xx 看看",
+        ]
+        for message in cases:
+            with self.subTest(message=message):
+                result = resolve_stock_scope(
+                    message,
+                    {"stock_code": "600519", "stock_name": "贵州茅台"},
+                    registry=registry,
+                )
+                # No index canonical and no bare code may leak from embedded
+                # ASCII strings; the current stock context stays untouched.
+                self.assertEqual(result.stock_scope.mode, "maintain")
+                self.assertEqual(result.stock_scope.expected_stock_code, "600519")
+                self.assertEqual(result.stock_scope.allowed_stock_codes, {"600519"})
+                self.assertEqual(result.effective_context["stock_code"], "600519")
+
+    def test_resolve_stock_scope_registry_embedded_ascii_strict_initial_scope(self):
+        registry = _make_index_registry()
+        result = resolve_stock_scope(
+            "比较 10SH000016 和 SH000016yy 的差异",
+            None,
+            strict_initial_scope=True,
+            registry=registry,
+        )
+
+        self.assertIsNone(result.stock_scope)
+
+    def test_resolve_stock_scope_empty_registry_falls_back_to_stock_semantics(self):
+        from src.services.stock_list_parser import IndexRegistry
+
+        for message in ("换成 sh000016 看看", "换成 10SH000016 看看"):
+            with self.subTest(message=message):
+                result = resolve_stock_scope(
+                    message,
+                    {"stock_code": "600519", "stock_name": "贵州茅台"},
+                    registry=IndexRegistry([]),
+                )
+                self.assertEqual(result.stock_scope.mode, "switch")
+                self.assertEqual(result.stock_scope.expected_stock_code, "000016")
+
+    def test_resolve_stock_scope_default_index_registry_production_branch(self):
+        cases = [
+            ("sh000016", "sh000016"),
+            ("000016.SH", "sh000016"),
+            ("930955.CSI", "csi930955"),
+            ("sz399300", "sh000300"),
+        ]
+        for form, expected in cases:
+            with self.subTest(form=form):
+                result = resolve_stock_scope(
+                    f"换成 {form} 看看",
+                    {"stock_code": "600519", "stock_name": "贵州茅台"},
+                )
+                self.assertEqual(result.stock_scope.mode, "switch")
+                self.assertEqual(result.stock_scope.expected_stock_code, expected)
+
+    def test_resolve_stock_scope_default_registry_failure_falls_back_to_stock(self):
+        with patch(
+            "src.services.stock_list_parser.default_index_registry",
+            side_effect=RuntimeError("registry unavailable"),
+        ):
+            result = resolve_stock_scope(
+                "换成 sh000016 看看",
+                {"stock_code": "600519", "stock_name": "贵州茅台"},
+            )
+
+        self.assertEqual(result.stock_scope.mode, "switch")
+        self.assertEqual(result.stock_scope.expected_stock_code, "000016")
+
+    def test_resolve_stock_scope_production_stock_guard_unchanged(self):
+        # sh600519 / SZ000001 / bare 000016 must keep stock semantics even with
+        # the default registry loaded (they are not registered index aliases).
+        cases = [
+            ("换成 sh600519 看看", "600519"),
+            ("换成 SZ000001 看看", "000001"),
+            ("换成 000016 看看", "000016"),
+            ("换成 00700.HK 看看", "HK00700"),
+            ("换成 AAPL 看看", "AAPL"),
+        ]
+        for message, expected in cases:
+            with self.subTest(message=message, expected=expected):
+                result = resolve_stock_scope(
+                    message,
+                    {"stock_code": "600519", "stock_name": "贵州茅台"},
+                )
+                self.assertEqual(result.stock_scope.expected_stock_code, expected)
+
     def test_run_agent_loop_does_not_persist_agent_usage_without_provider_usage(self):
         registry = _make_registry_with_echo()
         adapter = _make_mock_adapter()

tests/test_agent_tool_surface.py

@@ -7,6 +7,7 @@ import json
 import threading
 import time
 from pathlib import Path
+from unittest.mock import patch
 
 from src.agent.stock_scope import StockScope
 from src.agent.tool_surface import ToolSurface
@@ -415,6 +416,154 @@ def test_declared_stock_scope_requires_explicit_stock_context_before_handler() -
     assert calls == []
 
 
+def _register_quote_tool(registry: ToolRegistry) -> None:
+    registry.register(
+        ToolDefinition(
+            name="quote",
+            description="Quote",
+            parameters=[ToolParameter(name="stock_code", type="string", description="Stock")],
+            handler=lambda stock_code: {"code": stock_code},
+            policy=ToolPolicy.declared(
+                read_only=True,
+                permissions=["market_data:read"],
+                scope_dimensions=["stock"],
+            ),
+        )
+    )
+
+
+def test_index_canonical_passes_and_bare_same_code_rejected_with_default_registry() -> None:
+    # Real ToolSurface WITHOUT any index-registry injection: the guard resolves
+    # the default bundled registry once, so an explicit index scope
+    # (`sh000016`) admits its canonical/dotted alias forms but rejects the bare
+    # same-code stock (`000016`) with the existing `stock_scope_violation`.
+    tool_registry = ToolRegistry()
+    _register_quote_tool(tool_registry)
+    surface = ToolSurface(tool_registry)
+    scope = StockScope(expected_stock_code="sh000016", allowed_stock_codes={"sh000016"})
+
+    for alias in ("sh000016", "000016.SH", "SH000016"):
+        ok = surface.execute_tool(
+            "quote",
+            {"stock_code": alias},
+            ToolAccessContext(stock_scope=scope),
+        )
+        assert ok["ok"] is True, alias
+        assert ok["result"] == {"code": alias}
+
+    rejected = surface.execute_tool(
+        "quote",
+        {"stock_code": "000016"},
+        ToolAccessContext(stock_scope=scope),
+    )
+    assert rejected["ok"] is False
+    assert rejected["error"]["code"] == "stock_scope_violation"
+    assert rejected["error"]["details"]["requested_stock_code"] == "000016"
+
+
+def test_tool_cache_key_isolates_index_canonical_from_bare_same_code() -> None:
+    from src.agent.tools.execution import _build_tool_cache_key
+
+    index_key = _build_tool_cache_key("quote", {"stock_code": "sh000016"})
+    alias_key = _build_tool_cache_key("quote", {"stock_code": "000016.SH"})
+    bare_key = _build_tool_cache_key("quote", {"stock_code": "000016"})
+
+    assert index_key is not None
+    assert index_key == alias_key
+    assert index_key != bare_key
+    # No stock_code in the arguments -> legacy key, no registry resolution.
+    assert _build_tool_cache_key("quote", {"limit": 5}) == "quote:{\"limit\": 5}"
+
+
+def test_normalize_tool_stock_code_registry_seam() -> None:
+    from src.agent.tools.execution import _normalize_tool_stock_code
+    from src.services.stock_list_parser import IndexEntry, IndexRegistry
+
+    registry = IndexRegistry(
+        [
+            IndexEntry(
+                bare_code="000016",
+                exchange="SH",
+                canonical_id="sh000016",
+                display_name="上证50",
+                aliases=("000016.SH",),
+            )
+        ]
+    )
+    assert _normalize_tool_stock_code("000016.SH", registry) == "sh000016"
+    assert _normalize_tool_stock_code("sh000016", registry) == "sh000016"
+    assert _normalize_tool_stock_code("SH000016", registry) == "sh000016"
+    # Explicit index token with an EMPTY registry falls open to stock semantics.
+    assert _normalize_tool_stock_code("sh000016", IndexRegistry([])) == "000016"
+    # Direct call without a registry keeps the legacy stock identity byte-for-byte.
+    assert _normalize_tool_stock_code("000016.SH") == "000016"
+
+
+def test_guard_tool_stock_scope_registry_injection_seam() -> None:
+    from src.agent.tools.execution import _guard_tool_stock_scope
+    from src.services.stock_list_parser import IndexEntry, IndexRegistry
+
+    index_registry = IndexRegistry(
+        [
+            IndexEntry(
+                bare_code="000016",
+                exchange="SH",
+                canonical_id="sh000016",
+                display_name="上证50",
+                aliases=("000016.SH",),
+            )
+        ]
+    )
+    tool_registry = ToolRegistry()
+    _register_quote_tool(tool_registry)
+    scope = StockScope(expected_stock_code="sh000016", allowed_stock_codes={"sh000016"})
+
+    assert (
+        _guard_tool_stock_scope(
+            tool_registry,
+            "quote",
+            {"stock_code": "sh000016"},
+            scope,
+            index_registry=index_registry,
+        )
+        is None
+    )
+    violation = _guard_tool_stock_scope(
+        tool_registry,
+        "quote",
+        {"stock_code": "000016"},
+        scope,
+        index_registry=index_registry,
+    )
+    assert violation is not None
+    assert violation["error"] == "stock_scope_violation"
+    assert violation["requested_stock_code"] == "000016"
+
+
+def test_tool_guard_and_cache_registry_failure_use_legacy_stock_semantics() -> None:
+    from src.agent.tools.execution import _build_tool_cache_key
+
+    tool_registry = ToolRegistry()
+    _register_quote_tool(tool_registry)
+    surface = ToolSurface(tool_registry)
+    scope = StockScope(expected_stock_code="sh000016", allowed_stock_codes={"sh000016"})
+
+    with patch(
+        "src.services.stock_list_parser.default_index_registry",
+        side_effect=RuntimeError("registry unavailable"),
+    ):
+        result = surface.execute_tool(
+            "quote",
+            {"stock_code": "000016.SH"},
+            ToolAccessContext(stock_scope=scope),
+        )
+        alias_key = _build_tool_cache_key("quote", {"stock_code": "000016.SH"})
+        bare_key = _build_tool_cache_key("quote", {"stock_code": "000016"})
+
+    assert result["ok"] is True
+    assert alias_key == bare_key
+
+
 def test_handler_error_is_structured_without_traceback() -> None:
     def _fail():
         raise RuntimeError("secret stack")

tests/test_analysis_api_contract.py

@@ -49,7 +49,7 @@ from src.enums import ReportType
 from src.config import Config
 from src.services.analysis_service import AnalysisService
 from src.services.image_stock_extractor import _call_litellm_vision
-from src.services.task_queue import AnalysisTaskQueue, TaskInfo as QueueTaskInfo, TaskStatus
+from src.services.task_queue import AnalysisTaskQueue, DuplicateTaskError, TaskInfo as QueueTaskInfo, TaskStatus
 
 
 def tearDownModule() -> None:
@@ -3119,6 +3119,460 @@ class AnalysisApiContractTestCase(unittest.TestCase):
             notify=True,
         )
 
+    def test_trigger_analysis_async_index_submits_structured_target(self) -> None:
+        if trigger_analysis is None:
+            self.skipTest("fastapi is not installed in this test environment")
+
+        task = SimpleNamespace(
+            task_id="task-index-1",
+            trace_id="trace-index-1",
+            stock_code="sh000016",
+            analysis_phase="auto",
+        )
+        queue = MagicMock()
+        queue.submit_tasks_batch.return_value = ([task], [])
+
+        with patch("api.v1.endpoints.analysis.get_task_queue", return_value=queue):
+            response = trigger_analysis(
+                request=SimpleNamespace(
+                    stock_code="sh000016",
+                    stock_codes=None,
+                    stock_name=None,
+                    original_query="sh000016",
+                    selection_source="manual",
+                    report_type="detailed",
+                    force_refresh=False,
+                    async_mode=True,
+                    notify=True,
+                    analysis_phase="auto",
+                ),
+                config=SimpleNamespace(),
+            )
+
+        self.assertEqual(response.status_code, 202)
+        call_kwargs = queue.submit_tasks_batch.call_args.kwargs
+        self.assertEqual(call_kwargs["stock_codes"], ["sh000016"])
+        targets = call_kwargs["analysis_targets"]
+        self.assertEqual(len(targets), 1)
+        self.assertIsNotNone(targets[0])
+        self.assertEqual(targets[0].asset_type, "index")
+        self.assertEqual(targets[0].canonical_id, "sh000016")
+
+    def test_trigger_analysis_async_csi_alias_converges_to_canonical(self) -> None:
+        if trigger_analysis is None:
+            self.skipTest("fastapi is not installed in this test environment")
+
+        task = SimpleNamespace(
+            task_id="task-csi-1",
+            trace_id="trace-csi-1",
+            stock_code="csi930955",
+            analysis_phase="auto",
+        )
+        queue = MagicMock()
+        queue.submit_tasks_batch.return_value = ([task], [])
+
+        with patch("api.v1.endpoints.analysis.get_task_queue", return_value=queue):
+            response = trigger_analysis(
+                request=SimpleNamespace(
+                    stock_code="930955.CSI",
+                    stock_codes=None,
+                    stock_name=None,
+                    original_query="930955.CSI",
+                    selection_source="manual",
+                    report_type="detailed",
+                    force_refresh=False,
+                    async_mode=True,
+                    notify=True,
+                    analysis_phase="auto",
+                ),
+                config=SimpleNamespace(),
+            )
+
+        self.assertEqual(response.status_code, 202)
+        call_kwargs = queue.submit_tasks_batch.call_args.kwargs
+        self.assertEqual(call_kwargs["stock_codes"], ["csi930955"])
+        self.assertEqual(call_kwargs["analysis_targets"][0].canonical_id, "csi930955")
+
+    def test_trigger_analysis_batch_index_and_same_digit_stock_do_not_collapse(self) -> None:
+        if trigger_analysis is None:
+            self.skipTest("fastapi is not installed in this test environment")
+
+        queue = MagicMock()
+        queue.submit_tasks_batch.return_value = ([], [])
+
+        with patch("api.v1.endpoints.analysis.get_task_queue", return_value=queue):
+            response = trigger_analysis(
+                request=SimpleNamespace(
+                    stock_code=None,
+                    stock_codes=["sh000016", "000016"],
+                    stock_name=None,
+                    original_query=None,
+                    selection_source="manual",
+                    report_type="detailed",
+                    force_refresh=False,
+                    async_mode=True,
+                    notify=True,
+                    analysis_phase="auto",
+                ),
+                config=SimpleNamespace(),
+            )
+
+        self.assertEqual(response.status_code, 202)
+        call_kwargs = queue.submit_tasks_batch.call_args.kwargs
+        self.assertEqual(call_kwargs["stock_codes"], ["sh000016", "000016"])
+        targets = call_kwargs["analysis_targets"]
+        self.assertEqual(targets[0].asset_type, "index")
+        self.assertEqual(targets[0].canonical_id, "sh000016")
+        self.assertIsNone(targets[1])
+
+    def test_trigger_analysis_raw_token_limit_counts_rejected_and_duplicate_tokens(self) -> None:
+        if trigger_analysis is None:
+            self.skipTest("fastapi is not installed in this test environment")
+
+        queue = MagicMock()
+        queue.submit_tasks_batch.return_value = ([], [])
+
+        # 51 non-blank raw tokens: 1 valid + 50 unregistered CSI (rejected).
+        # The pre-resolution limit must reject, otherwise the post-dedup check
+        # (which only sees the single accepted code) would let the request through.
+        codes = ["600519"] + [f"{i:06d}.CSI" for i in range(100000, 100050)]
+        with patch("api.v1.endpoints.analysis.get_task_queue", return_value=queue):
+            with self.assertRaises(Exception) as ctx:
+                trigger_analysis(
+                    request=SimpleNamespace(
+                        stock_code=None,
+                        stock_codes=codes,
+                        stock_name=None,
+                        original_query=None,
+                        selection_source="manual",
+                        report_type="detailed",
+                        force_refresh=False,
+                        async_mode=True,
+                        notify=True,
+                        analysis_phase="auto",
+                    ),
+                    config=SimpleNamespace(),
+                )
+
+        self.assertEqual(ctx.exception.status_code, 400)
+        self.assertIn("最多支持 50", ctx.exception.detail["message"])
+        queue.submit_tasks_batch.assert_not_called()
+
+    def test_trigger_analysis_exactly_fifty_raw_tokens_is_accepted(self) -> None:
+        if trigger_analysis is None:
+            self.skipTest("fastapi is not installed in this test environment")
+
+        queue = MagicMock()
+        queue.submit_tasks_batch.return_value = ([], [])
+
+        codes = [f"{i:06d}" for i in range(100000, 100050)]
+        with patch("api.v1.endpoints.analysis.get_task_queue", return_value=queue), \
+             patch("api.v1.endpoints.analysis.resolve_name_to_code", return_value=None):
+            response = trigger_analysis(
+                request=SimpleNamespace(
+                    stock_code=None,
+                    stock_codes=codes,
+                    stock_name=None,
+                    original_query=None,
+                    selection_source="manual",
+                    report_type="detailed",
+                    force_refresh=False,
+                    async_mode=True,
+                    notify=True,
+                    analysis_phase="auto",
+                ),
+                config=SimpleNamespace(),
+            )
+
+        self.assertEqual(response.status_code, 202)
+        self.assertEqual(len(queue.submit_tasks_batch.call_args.kwargs["stock_codes"]), 50)
+
+    def test_trigger_analysis_duplicate_plus_rejected_is_batch_not_legacy_409(self) -> None:
+        if trigger_analysis is None:
+            self.skipTest("fastapi is not installed in this test environment")
+
+        # One accepted code that is already analyzing (duplicate) plus one
+        # rejected code must be a batch: is_single=false, so no legacy 409 and
+        # no single-stock 202. Both the duplicate and the rejected survive in
+        # the batch payload.
+        dup = DuplicateTaskError("600519", "existing-1")
+        queue = MagicMock()
+        queue.submit_tasks_batch.return_value = ([], [dup])
+
+        with patch("api.v1.endpoints.analysis.get_task_queue", return_value=queue):
+            response = trigger_analysis(
+                request=SimpleNamespace(
+                    stock_code=None,
+                    stock_codes=["600519", "930956.CSI"],
+                    stock_name=None,
+                    original_query=None,
+                    selection_source="manual",
+                    report_type="detailed",
+                    force_refresh=False,
+                    async_mode=True,
+                    notify=True,
+                    analysis_phase="auto",
+                ),
+                config=SimpleNamespace(),
+            )
+
+        self.assertEqual(response.status_code, 202)
+        payload = json.loads(response.body)
+        self.assertEqual(len(payload["accepted"]), 0)
+        self.assertEqual(len(payload["duplicates"]), 1)
+        self.assertEqual(payload["duplicates"][0]["stock_code"], "600519")
+        self.assertEqual(len(payload["rejected"]), 1)
+        self.assertEqual(payload["rejected"][0]["stock_code"], "930956.CSI")
+
+    def test_trigger_analysis_valid_plus_rejected_metadata_is_batch(self) -> None:
+        if trigger_analysis is None:
+            self.skipTest("fastapi is not installed in this test environment")
+
+        accepted_task = SimpleNamespace(
+            task_id="task-600519",
+            trace_id="trace-600519",
+            stock_code="600519",
+            analysis_phase="auto",
+        )
+        queue = MagicMock()
+        queue.submit_tasks_batch.return_value = ([accepted_task], [])
+
+        with patch("api.v1.endpoints.analysis.get_task_queue", return_value=queue):
+            response = trigger_analysis(
+                request=SimpleNamespace(
+                    stock_code=None,
+                    stock_codes=["600519", "930956.CSI"],
+                    stock_name="贵州茅台",
+                    original_query="贵州茅台,930956.CSI",
+                    selection_source="manual",
+                    report_type="detailed",
+                    force_refresh=False,
+                    async_mode=True,
+                    notify=True,
+                    analysis_phase="auto",
+                ),
+                config=SimpleNamespace(),
+            )
+
+        self.assertEqual(response.status_code, 202)
+        payload = json.loads(response.body)
+        # Batch payload (not single-stock TaskAccepted), with rejected present.
+        self.assertIn("accepted", payload)
+        self.assertEqual(len(payload["rejected"]), 1)
+        # Single-stock metadata must NOT leak into the batch: stock_name is None.
+        self.assertIsNone(queue.submit_tasks_batch.call_args.kwargs["stock_name"])
+        self.assertIsNone(queue.submit_tasks_batch.call_args.kwargs["original_query"])
+
+    def test_trigger_analysis_single_duplicate_still_returns_409(self) -> None:
+        if trigger_analysis is None:
+            self.skipTest("fastapi is not installed in this test environment")
+
+        dup = DuplicateTaskError("600519", "existing-1")
+        queue = MagicMock()
+        queue.submit_tasks_batch.return_value = ([], [dup])
+
+        with patch("api.v1.endpoints.analysis.get_task_queue", return_value=queue):
+            response = trigger_analysis(
+                request=SimpleNamespace(
+                    stock_code="600519",
+                    stock_codes=None,
+                    stock_name=None,
+                    original_query=None,
+                    selection_source="manual",
+                    report_type="detailed",
+                    force_refresh=False,
+                    async_mode=True,
+                    notify=True,
+                    analysis_phase="auto",
+                ),
+                config=SimpleNamespace(),
+            )
+
+        self.assertEqual(response.status_code, 409)
+        payload = json.loads(response.body)
+        self.assertEqual(payload["error"], "duplicate_task")
+        self.assertEqual(payload["stock_code"], "600519")
+
+    def test_trigger_analysis_unregistered_csi_single_returns_400(self) -> None:
+        if trigger_analysis is None:
+            self.skipTest("fastapi is not installed in this test environment")
+
+        queue = MagicMock()
+        with patch("api.v1.endpoints.analysis.get_task_queue", return_value=queue):
+            with self.assertRaises(Exception) as ctx:
+                trigger_analysis(
+                    request=SimpleNamespace(
+                        stock_code="930956.CSI",
+                        stock_codes=None,
+                        stock_name=None,
+                        original_query="930956.CSI",
+                        selection_source="manual",
+                        report_type="detailed",
+                        force_refresh=False,
+                        async_mode=True,
+                        notify=True,
+                        analysis_phase="auto",
+                    ),
+                    config=SimpleNamespace(),
+                )
+
+        self.assertEqual(ctx.exception.status_code, 400)
+        self.assertIn("unregistered CSI index", ctx.exception.detail["message"])
+        queue.submit_tasks_batch.assert_not_called()
+
+    def test_trigger_analysis_unregistered_csi_sync_single_returns_400(self) -> None:
+        if trigger_analysis is None:
+            self.skipTest("fastapi is not installed in this test environment")
+
+        with self.assertRaises(Exception) as ctx:
+            trigger_analysis(
+                request=SimpleNamespace(
+                    stock_code="csi930956",
+                    stock_codes=None,
+                    stock_name=None,
+                    original_query="csi930956",
+                    selection_source="manual",
+                    report_type="detailed",
+                    force_refresh=False,
+                    async_mode=False,
+                    notify=True,
+                    analysis_phase="auto",
+                ),
+                config=SimpleNamespace(),
+            )
+
+        self.assertEqual(ctx.exception.status_code, 400)
+        self.assertIn("unregistered CSI index", ctx.exception.detail["message"])
+
+    def test_trigger_analysis_batch_rejects_unregistered_csi_in_rejected_field(self) -> None:
+        if trigger_analysis is None:
+            self.skipTest("fastapi is not installed in this test environment")
+
+        accepted_task = SimpleNamespace(
+            task_id="task-600519",
+            trace_id="trace-600519",
+            stock_code="600519",
+            analysis_phase="auto",
+        )
+        queue = MagicMock()
+        queue.submit_tasks_batch.return_value = ([accepted_task], [])
+
+        with patch("api.v1.endpoints.analysis.get_task_queue", return_value=queue):
+            response = trigger_analysis(
+                request=SimpleNamespace(
+                    stock_code=None,
+                    stock_codes=["600519", "930956.CSI"],
+                    stock_name=None,
+                    original_query=None,
+                    selection_source="manual",
+                    report_type="detailed",
+                    force_refresh=False,
+                    async_mode=True,
+                    notify=True,
+                    analysis_phase="auto",
+                ),
+                config=SimpleNamespace(),
+            )
+
+        self.assertEqual(response.status_code, 202)
+        body = response.body if hasattr(response, "body") else None
+        if body is not None:
+            import json as _json
+
+            payload = _json.loads(body)
+        else:
+            payload = response.model_dump()
+        self.assertEqual(payload["accepted"][0]["stock_code"], "600519")
+        self.assertEqual(len(payload["rejected"]), 1)
+        self.assertEqual(payload["rejected"][0]["stock_code"], "930956.CSI")
+        self.assertIn("unregistered CSI index", payload["rejected"][0]["message"])
+        # The valid stock still reaches the queue.
+        self.assertEqual(queue.submit_tasks_batch.call_args.kwargs["stock_codes"], ["600519"])
+
+    def test_trigger_analysis_name_input_stays_on_name_resolution(self) -> None:
+        if trigger_analysis is None:
+            self.skipTest("fastapi is not installed in this test environment")
+
+        queue = MagicMock()
+        queue.submit_tasks_batch.return_value = ([], [])
+
+        with patch("api.v1.endpoints.analysis.resolve_name_to_code", return_value="600519") as resolve_mock, \
+             patch("api.v1.endpoints.analysis.get_task_queue", return_value=queue):
+            response = trigger_analysis(
+                request=SimpleNamespace(
+                    stock_code="贵州茅台",
+                    stock_codes=None,
+                    stock_name="贵州茅台",
+                    original_query="贵州茅台",
+                    selection_source="manual",
+                    report_type="detailed",
+                    force_refresh=False,
+                    async_mode=True,
+                    notify=True,
+                    analysis_phase="auto",
+                ),
+                config=SimpleNamespace(),
+            )
+
+        self.assertEqual(response.status_code, 202)
+        resolve_mock.assert_called_once_with("贵州茅台")
+        call_kwargs = queue.submit_tasks_batch.call_args.kwargs
+        self.assertEqual(call_kwargs["stock_codes"], ["600519"])
+        self.assertNotIn("analysis_targets", call_kwargs)
+
+    def test_trigger_analysis_sync_all_rejected_returns_400(self) -> None:
+        """Sync mode with only unregistered targets must 400, not IndexError."""
+        if trigger_analysis is None:
+            self.skipTest("fastapi is not installed in this test environment")
+
+        with self.assertRaises(Exception) as ctx:
+            trigger_analysis(
+                request=SimpleNamespace(
+                    stock_code=None,
+                    stock_codes=["930956.CSI", "csi930956"],
+                    stock_name=None,
+                    original_query=None,
+                    selection_source="manual",
+                    report_type="detailed",
+                    force_refresh=False,
+                    async_mode=False,
+                    notify=True,
+                    analysis_phase="auto",
+                ),
+                config=SimpleNamespace(),
+            )
+
+        self.assertEqual(ctx.exception.status_code, 400)
+        self.assertIn("unregistered CSI index", ctx.exception.detail["message"])
+
+    def test_trigger_analysis_async_all_rejected_returns_400(self) -> None:
+        """Async batch with only unregistered targets must 400, not 202+empty."""
+        if trigger_analysis is None:
+            self.skipTest("fastapi is not installed in this test environment")
+
+        queue = MagicMock()
+        with patch("api.v1.endpoints.analysis.get_task_queue", return_value=queue):
+            with self.assertRaises(Exception) as ctx:
+                trigger_analysis(
+                    request=SimpleNamespace(
+                        stock_code=None,
+                        stock_codes=["930956.CSI", "csi930957"],
+                        stock_name=None,
+                        original_query=None,
+                        selection_source="manual",
+                        report_type="detailed",
+                        force_refresh=False,
+                        async_mode=True,
+                        notify=True,
+                        analysis_phase="auto",
+                    ),
+                    config=SimpleNamespace(),
+                )
+
+        self.assertEqual(ctx.exception.status_code, 400)
+        self.assertIn("unregistered CSI index", ctx.exception.detail["message"])
+        queue.submit_tasks_batch.assert_not_called()
+
     def test_trigger_analysis_accepts_camel_case_report_language_alias(self) -> None:
         if trigger_analysis is None or analysis_endpoint_module is None:
             self.skipTest("analysis endpoint helpers unavailable in this environment")
@@ -3674,6 +4128,316 @@ class AnalysisApiContractTestCase(unittest.TestCase):
         self.assertEqual(response.tasks[0].analysis_phase, "postmarket")
         self.assertEqual(response.tasks[0].skills, ["growth_quality"])
 
+    def test_task_list_exposes_parser_asset_type(self) -> None:
+        """Valid asset_type literals pass through verbatim on the task list."""
+        if get_task_list is None:
+            self.skipTest("analysis endpoint helpers unavailable in this environment")
+
+        for expected_asset_type, stock_code, stock_name in (
+            ("index", "sh000016", "上证50"),
+            ("stock", "600519", "贵州茅台"),
+        ):
+            with self.subTest(asset_type=expected_asset_type):
+                task = SimpleNamespace(
+                    task_id="task-list-asset-type",
+                    trace_id="trace-list-asset-type",
+                    stock_code=stock_code,
+                    stock_name=stock_name,
+                    status=TaskStatus.PROCESSING,
+                    progress=42,
+                    message="running",
+                    report_type="detailed",
+                    created_at=datetime(2026, 4, 10, 12, 0, 0),
+                    started_at=datetime(2026, 4, 10, 12, 0, 1),
+                    completed_at=None,
+                    error=None,
+                    original_query=stock_code,
+                    selection_source="manual",
+                    analysis_phase="intraday",
+                    skills=None,
+                    region=None,
+                    asset_type=expected_asset_type,
+                )
+                queue = MagicMock()
+                queue.list_all_tasks.return_value = [task]
+                queue.get_task_stats.return_value = {
+                    "total": 1,
+                    "pending": 0,
+                    "processing": 1,
+                    "completed": 0,
+                    "failed": 0,
+                }
+
+                with patch("api.v1.endpoints.analysis.get_task_queue", return_value=queue):
+                    response = get_task_list(status=None, limit=20)
+
+                self.assertEqual(response.tasks[0].stock_code, stock_code)
+                self.assertEqual(response.tasks[0].asset_type, expected_asset_type)
+
+    def test_task_list_omits_asset_type_for_legacy_tasks(self) -> None:
+        if get_task_list is None:
+            self.skipTest("analysis endpoint helpers unavailable in this environment")
+
+        task = SimpleNamespace(
+            task_id="task-list-legacy",
+            trace_id="trace-list-legacy",
+            stock_code="600519",
+            stock_name="贵州茅台",
+            status=TaskStatus.PENDING,
+            progress=0,
+            message="waiting",
+            report_type="detailed",
+            created_at=datetime(2026, 4, 10, 12, 0, 0),
+            started_at=None,
+            completed_at=None,
+            error=None,
+            original_query=None,
+            selection_source=None,
+            analysis_phase="auto",
+            skills=None,
+            region=None,
+        )
+        queue = MagicMock()
+        queue.list_all_tasks.return_value = [task]
+        queue.get_task_stats.return_value = {
+            "total": 1,
+            "pending": 1,
+            "processing": 0,
+            "completed": 0,
+            "failed": 0,
+        }
+
+        with patch("api.v1.endpoints.analysis.get_task_queue", return_value=queue):
+            response = get_task_list(status=None, limit=20)
+
+        self.assertIsNone(response.tasks[0].asset_type)
+
+    def test_task_info_to_dict_exposes_parser_asset_type(self) -> None:
+        from src.services.stock_list_parser import parse_analysis_target
+
+        queue = AnalysisTaskQueue(max_workers=1)
+        queue._executor = type("ExecutorStub", (), {"submit": lambda self, *args, **kwargs: Future()})()
+
+        index_target = parse_analysis_target("sh000016")
+
+        index_tasks, _ = queue.submit_tasks_batch(
+            ["sh000016"],
+            analysis_targets=[index_target],
+            report_type="detailed",
+        )
+        plain_tasks, _ = queue.submit_tasks_batch(
+            ["000016"],
+            report_type="detailed",
+        )
+
+        # Index targets are carried on TaskInfo, so the SSE/task payload exposes
+        # the parser asset type. Stock targets are intentionally NOT carried
+        # downstream (PR #2303 contract: stock semantics unchanged), so the
+        # optional field is simply omitted there.
+        index_payload = index_tasks[0].to_dict()
+        plain_payload = plain_tasks[0].to_dict()
+
+        self.assertEqual(index_payload["asset_type"], "index")
+        self.assertNotIn("asset_type", plain_payload)
+
+    def test_batch_accepted_item_exposes_parser_asset_type(self) -> None:
+        """Valid asset_type literals pass through verbatim on batch accepted items."""
+        if trigger_analysis is None:
+            self.skipTest("fastapi is not installed in this test environment")
+
+        for expected_asset_type, stock_code, stock_name, second_code in (
+            ("index", "sh000016", "上证50", "000016"),
+            ("stock", "600519", "贵州茅台", "000001"),
+        ):
+            request_codes = [stock_code, second_code]
+            with self.subTest(asset_type=expected_asset_type):
+                task = SimpleNamespace(
+                    task_id="task-batch-asset-type",
+                    trace_id="trace-batch-asset-type",
+                    stock_code=stock_code,
+                    stock_name=stock_name,
+                    analysis_phase="auto",
+                    asset_type=expected_asset_type,
+                )
+                queue = MagicMock()
+                queue.submit_tasks_batch.return_value = ([task], [])
+
+                with patch("api.v1.endpoints.analysis.get_task_queue", return_value=queue):
+                    response = trigger_analysis(
+                        request=SimpleNamespace(
+                            stock_code=None,
+                            stock_codes=request_codes,
+                            stock_name=None,
+                            original_query=",".join(request_codes),
+                            selection_source="manual",
+                            report_type="detailed",
+                            force_refresh=False,
+                            async_mode=True,
+                            notify=True,
+                            analysis_phase="auto",
+                        ),
+                        config=SimpleNamespace(),
+                    )
+
+                self.assertEqual(response.status_code, 202)
+                payload = json.loads(response.body)
+                accepted = payload["accepted"]
+                self.assertEqual(len(accepted), 1)
+                self.assertEqual(accepted[0]["stock_code"], stock_code)
+                self.assertEqual(accepted[0]["asset_type"], expected_asset_type)
+
+    def _legacy_task_mock(
+        self,
+        *,
+        task_id: str,
+        asset_type: str | None = None,
+        with_task_list_fields: bool = False,
+    ) -> MagicMock:
+        """Build a legacy MagicMock proxy task; ``asset_type`` stays implicit
+        unless explicitly requested so ``getattr`` yields a MagicMock child."""
+        kwargs: dict = {
+            "task_id": task_id,
+            "trace_id": f"trace-{task_id}",
+            "stock_code": "600519",
+            "stock_name": "贵州茅台",
+            "analysis_phase": "auto",
+        }
+        if with_task_list_fields:
+            kwargs.update(
+                status=TaskStatus.PENDING,
+                progress=0,
+                message="waiting",
+                report_type="detailed",
+                created_at=datetime(2026, 4, 10, 12, 0, 0),
+                started_at=None,
+                completed_at=None,
+                error=None,
+                original_query=None,
+                selection_source=None,
+                skills=None,
+                region=None,
+            )
+        if asset_type is not None:
+            kwargs["asset_type"] = asset_type
+        return MagicMock(**kwargs)
+
+    def _task_list_asset_type_value(self, task) -> object:
+        """Run get_task_list against a mocked queue and return the asset_type."""
+        queue = MagicMock()
+        queue.list_all_tasks.return_value = [task]
+        queue.get_task_stats.return_value = {
+            "total": 1,
+            "pending": 1,
+            "processing": 0,
+            "completed": 0,
+            "failed": 0,
+        }
+        with patch("api.v1.endpoints.analysis.get_task_queue", return_value=queue):
+            response = get_task_list(status=None, limit=20)
+        # 走真实 JSON 序列化再读取，证明 GET /tasks 响应层面降级为 null，
+        # 而非仅依赖 Pydantic 对象属性。
+        payload = json.loads(response.model_dump_json())
+        return payload["tasks"][0]["asset_type"]
+
+    def _batch_accepted_asset_type_value(self, task) -> object:
+        """Run trigger_analysis in batch mode against a mocked queue and return
+        the first accepted item's asset_type."""
+        queue = MagicMock()
+        queue.submit_tasks_batch.return_value = ([task], [])
+        with patch("api.v1.endpoints.analysis.get_task_queue", return_value=queue):
+            response = trigger_analysis(
+                request=SimpleNamespace(
+                    stock_code=None,
+                    stock_codes=["600519", "000001"],
+                    stock_name=None,
+                    original_query="600519,000001",
+                    selection_source="manual",
+                    report_type="detailed",
+                    force_refresh=False,
+                    async_mode=True,
+                    notify=True,
+                    analysis_phase="auto",
+                ),
+                config=SimpleNamespace(),
+            )
+        self.assertEqual(response.status_code, 202)
+        payload = json.loads(response.body)
+        accepted = payload["accepted"]
+        self.assertEqual(len(accepted), 1)
+        return accepted[0]["asset_type"]
+
+    def test_asset_type_degrades_magicmock_proxy_without_warning(self) -> None:
+        """Legacy MagicMock proxy (implicit asset_type) degrades to None on both
+        response entries and never emits a warning."""
+        if get_task_list is None or trigger_analysis is None:
+            self.skipTest("analysis endpoint helpers unavailable in this environment")
+
+        with self.subTest(entry="task_list"):
+            with self.assertNoLogs("api.v1.endpoints.analysis", level="WARNING"):
+                value = self._task_list_asset_type_value(
+                    self._legacy_task_mock(
+                        task_id="task-list-magic-asset-type",
+                        with_task_list_fields=True,
+                    )
+                )
+            self.assertIsNone(value)
+
+        with self.subTest(entry="batch_accepted"):
+            with self.assertNoLogs("api.v1.endpoints.analysis", level="WARNING"):
+                value = self._batch_accepted_asset_type_value(
+                    self._legacy_task_mock(task_id="task-batch-magic-asset-type")
+                )
+            self.assertIsNone(value)
+
+    def test_asset_type_degrades_out_of_domain_string_with_warning(self) -> None:
+        """A real string outside the literal domain (including blank and
+        whitespace-only forms) degrades to None on both response entries and
+        logs a warning carrying the task id and value on every entry."""
+        if get_task_list is None or trigger_analysis is None:
+            self.skipTest("analysis endpoint helpers unavailable in this environment")
+
+        invalid_values = ("etf", "   ")
+        for invalid_value in invalid_values:
+            with self.subTest(invalid_value=invalid_value):
+                with self.subTest(entry="task_list"):
+                    with self.assertLogs("api.v1.endpoints.analysis", level="WARNING") as logs:
+                        value = self._task_list_asset_type_value(
+                            self._legacy_task_mock(
+                                task_id="task-list-out-of-domain-asset-type",
+                                asset_type=invalid_value,
+                                with_task_list_fields=True,
+                            )
+                        )
+                    self.assertIsNone(value)
+                    self.assertTrue(
+                        any(
+                            "task_id=task-list-out-of-domain-asset-type" in line
+                            and f"asset_type={invalid_value!r}" in line
+                            for line in logs.output
+                        ),
+                        "expected warning carrying task id and "
+                        f"{invalid_value!r} value, got: {logs.output}",
+                    )
+
+                with self.subTest(entry="batch_accepted"):
+                    with self.assertLogs("api.v1.endpoints.analysis", level="WARNING") as logs:
+                        value = self._batch_accepted_asset_type_value(
+                            self._legacy_task_mock(
+                                task_id="task-batch-out-of-domain-asset-type",
+                                asset_type=invalid_value,
+                            )
+                        )
+                    self.assertIsNone(value)
+                    self.assertTrue(
+                        any(
+                            "task_id=task-batch-out-of-domain-asset-type" in line
+                            and f"asset_type={invalid_value!r}" in line
+                            for line in logs.output
+                        ),
+                        "expected warning carrying task id and "
+                        f"{invalid_value!r} value, got: {logs.output}",
+                    )
+
 
 class BatchTaskQueueContractTestCase(unittest.TestCase):
     def setUp(self) -> None:
@@ -3853,6 +4617,196 @@ class BatchTaskQueueContractTestCase(unittest.TestCase):
         self.assertEqual(updated.message, "LLM 正在生成分析结果")
         self.assertEqual(events, [("task_progress", updated.to_dict())])
 
+    def _executor_stub_queue(self) -> AnalysisTaskQueue:
+        queue = AnalysisTaskQueue(max_workers=1)
+        queue._executor = type("ExecutorStub", (), {"submit": lambda self, *args, **kwargs: Future()})()
+        return queue
+
+    def test_index_and_same_digit_stock_do_not_collapse_in_task_queue(self) -> None:
+        from src.services.stock_list_parser import parse_analysis_target
+
+        index_target = parse_analysis_target("sh000016")
+        self.assertEqual(index_target.asset_type, "index")
+        queue = self._executor_stub_queue()
+
+        accepted, duplicates = queue.submit_tasks_batch(
+            ["sh000016", "000016"],
+            analysis_targets=[index_target, None],
+            report_type="detailed",
+        )
+
+        self.assertEqual(duplicates, [])
+        self.assertEqual(len(accepted), 2)
+        codes = sorted(task.stock_code for task in accepted)
+        self.assertEqual(codes, ["000016", "sh000016"])
+        # The index task keeps a canonical-id dedupe key; the stock keeps its
+        # code-based key, so neither collapses with the other.
+        index_task = next(task for task in accepted if task.stock_code == "sh000016")
+        stock_task = next(task for task in accepted if task.stock_code == "000016")
+        self.assertEqual(index_task.dedupe_key, "sh000016")
+        self.assertNotEqual(stock_task.dedupe_key, "sh000016")
+        self.assertIs(index_task.analysis_target, index_target)
+
+    def test_alias_index_input_submits_canonical_task_info(self) -> None:
+        """``000300.CSI`` (a registered alias of ``sh000300``) must submit a
+        task whose stock_code / to_dict().stock_code / dedupe_key are all the
+        parser canonical ``sh000300`` with asset_type ``index`` — locking the
+        REST/SSE premise that consumers only ever receive canonical index
+        codes (the frontend only case-folds them)."""
+        from src.services.stock_list_parser import parse_analysis_target
+
+        target = parse_analysis_target("000300.CSI")
+        self.assertEqual(target.asset_type, "index")
+        self.assertEqual(target.canonical_id, "sh000300")
+
+        queue = self._executor_stub_queue()
+        accepted, duplicates = queue.submit_tasks_batch(
+            ["000300.CSI"],
+            analysis_targets=[target],
+            report_type="detailed",
+        )
+
+        self.assertEqual(duplicates, [])
+        self.assertEqual(len(accepted), 1)
+        task = accepted[0]
+        self.assertEqual(task.stock_code, "sh000300")
+        self.assertEqual(task.to_dict()["stock_code"], "sh000300")
+        self.assertEqual(task.to_dict()["asset_type"], "index")
+        self.assertEqual(task.dedupe_key, "sh000300")
+        self.assertIs(task.analysis_target, target)
+
+    def test_csi_aliases_converge_to_single_task_queue_key(self) -> None:
+        from src.services.stock_list_parser import parse_analysis_target
+
+        a = parse_analysis_target("930955.CSI")
+        b = parse_analysis_target("csi930955")
+        self.assertEqual(a.asset_type, "index")
+        self.assertEqual(b.asset_type, "index")
+        self.assertEqual(a.canonical_id, "csi930955")
+        self.assertEqual(b.canonical_id, "csi930955")
+
+        queue = self._executor_stub_queue()
+        accepted, duplicates = queue.submit_tasks_batch(
+            ["930955.CSI", "csi930955"],
+            analysis_targets=[a, b],
+            report_type="detailed",
+        )
+
+        self.assertEqual(len(accepted), 1)
+        self.assertEqual(len(duplicates), 1)
+        self.assertEqual(accepted[0].stock_code, "csi930955")
+        self.assertEqual(accepted[0].dedupe_key, "csi930955")
+
+    def test_mixed_quad_batch_produces_four_independent_tasks(self) -> None:
+        from src.services.stock_list_parser import parse_analysis_target
+
+        index_sh = parse_analysis_target("sh000016")
+        stock_bare = parse_analysis_target("000016")
+        stock_600 = parse_analysis_target("600519")
+        index_csi = parse_analysis_target("930955.CSI")
+        for target in (index_sh, index_csi):
+            self.assertEqual(target.asset_type, "index")
+        for target in (stock_bare, stock_600):
+            self.assertEqual(target.asset_type, "stock")
+
+        queue = self._executor_stub_queue()
+        accepted, duplicates = queue.submit_tasks_batch(
+            ["sh000016", "000016", "600519", "930955.CSI"],
+            analysis_targets=[index_sh, stock_bare, stock_600, index_csi],
+            report_type="detailed",
+        )
+
+        self.assertEqual(duplicates, [])
+        self.assertEqual(len(accepted), 4)
+        # Index targets keep their parser canonical id (lowercase), so CSI alias
+        # input is submitted under its canonical identity.
+        self.assertEqual(
+            sorted(task.stock_code for task in accepted),
+            ["000016", "600519", "csi930955", "sh000016"],
+        )
+        # INDEX keys are canonical ids; STOCK keys stay code-based and distinct.
+        keys = {task.stock_code: task.dedupe_key for task in accepted}
+        self.assertEqual(keys["sh000016"], "sh000016")
+        self.assertEqual(keys["csi930955"], "csi930955")
+        self.assertNotEqual(keys["000016"], "sh000016")
+        self.assertNotEqual(keys["600519"], "csi930955")
+
+    def test_stock_dedup_semantics_unchanged_with_analysis_targets_none(self) -> None:
+        queue = self._executor_stub_queue()
+        accepted, duplicates = queue.submit_tasks_batch(["600519"], report_type="detailed")
+
+        self.assertEqual(len(accepted), 1)
+        self.assertEqual(duplicates, [])
+        self.assertTrue(queue.is_analyzing("600519.SH"))
+        self.assertEqual(queue.get_analyzing_task_id("600519.SH"), accepted[0].task_id)
+        self.assertIsNone(accepted[0].analysis_target)
+        self.assertIsNotNone(accepted[0].dedupe_key)
+
+    def test_worker_removes_index_task_by_stored_dedupe_key(self) -> None:
+        from src.services.stock_list_parser import parse_analysis_target
+
+        index_target = parse_analysis_target("sh000016")
+        queue = self._executor_stub_queue()
+        accepted, _ = queue.submit_tasks_batch(
+            ["sh000016"],
+            analysis_targets=[index_target],
+            report_type="detailed",
+        )
+        task = accepted[0]
+
+        service_instance = MagicMock()
+        service_instance.analyze_stock.return_value = {"stock_code": "sh000016", "stock_name": "上证50"}
+        with patch("src.services.analysis_service.AnalysisService", return_value=service_instance):
+            result = queue._execute_task(
+                task.task_id,
+                task.stock_code,
+                task.report_type,
+                False,
+                True,
+                None,
+                None,
+                index_target,
+            )
+
+        self.assertIsNotNone(result)
+        # The canonical-id key must be removed on completion, leaving no residue.
+        self.assertNotIn("sh000016", queue._analyzing_stocks)
+        self.assertIs(
+            service_instance.analyze_stock.call_args.kwargs["analysis_target"],
+            index_target,
+        )
+
+    def test_worker_failure_removes_index_task_by_stored_dedupe_key(self) -> None:
+        from src.services.stock_list_parser import parse_analysis_target
+
+        index_target = parse_analysis_target("sh000016")
+        queue = self._executor_stub_queue()
+        accepted, _ = queue.submit_tasks_batch(
+            ["sh000016"],
+            analysis_targets=[index_target],
+            report_type="detailed",
+        )
+        task = accepted[0]
+        self.assertIn("sh000016", queue._analyzing_stocks)
+
+        service_instance = MagicMock()
+        service_instance.analyze_stock.side_effect = RuntimeError("boom")
+        with patch("src.services.analysis_service.AnalysisService", return_value=service_instance):
+            queue._execute_task(
+                task.task_id,
+                task.stock_code,
+                task.report_type,
+                False,
+                True,
+                None,
+                None,
+                index_target,
+            )
+
+        # The failure branch must clear the stored canonical-id key so the index
+        # does not linger in the analyzing set (a residue would force 409 forever).
+        self.assertNotIn("sh000016", queue._analyzing_stocks)
+
 
 class ImageStockExtractorContractTestCase(unittest.TestCase):
     def test_litellm_completion_patch_target_remains_available(self) -> None:

tests/test_analysis_history.py

@@ -141,6 +141,95 @@ class TestHistoryCsiCandidateConvergence(unittest.TestCase):
         db.get_analysis_history_paginated.assert_not_called()
 
 
+class TestHistoryIndexCanonicalCandidates(unittest.TestCase):
+    """PR #2312 review remediation: registered SH/SZ indices (not just CSI)
+    must use parser-aware persisted-read candidates — lowercase canonical +
+    uppercase legacy canonical + explicit aliases — and must never include the
+    bare same-code stock, so an index record is never reachable through a
+    stock query and vice versa."""
+
+    def test_registered_sh_index_forms_include_canonical_uppercase_and_aliases(self):
+        """``sh000016`` must map to canonical + uppercase legacy + ``000016.SH``
+        alias, and must NOT include the bare ``000016`` stock."""
+        for code in ("sh000016", "SH000016", "000016.SH", "  sh000016  "):
+            candidates = HistoryService._history_code_filter_candidates(code)
+            self.assertEqual(
+                set(candidates),
+                {"sh000016", "SH000016", "000016.SH"},
+            )
+            self.assertEqual(len(candidates), len(set(candidates)))
+            self.assertNotIn("000016", candidates)
+
+    def test_registered_sz_index_forms_include_canonical_uppercase_and_aliases(self):
+        for code in ("sz399001", "SZ399001", "399001.SZ"):
+            candidates = HistoryService._history_code_filter_candidates(code)
+            self.assertEqual(
+                set(candidates),
+                {"sz399001", "SZ399001", "399001.SZ"},
+            )
+            self.assertNotIn("399001", candidates)
+
+    def test_multi_alias_sh300_index_candidates_include_uppercase_alias_forms(self):
+        """sqlite `IN` 大小写敏感：`sz399300` 的旧 uppercase 持久化形态
+        `SZ399300` 必须进入候选集，否则旧记录查不到。"""
+        expected = {
+            "sh000300",
+            "SH000300",
+            "sz399300",
+            "SZ399300",
+            "000300.SH",
+            "000300.CSI",
+        }
+        for code in ("sh000300", "sz399300", "SZ399300", "000300.SH", "000300.CSI"):
+            candidates = HistoryService._history_code_filter_candidates(code)
+            self.assertEqual(set(candidates), expected)
+            self.assertEqual(len(candidates), len(set(candidates)))
+            self.assertNotIn("000300", candidates)
+
+    def test_registered_csi_forms_keep_existing_converged_candidates(self):
+        """The unified parser-aware branch must preserve the PR #2267 CSI
+        candidate contract exactly."""
+        for code in ("csi930955", "930955.CSI", "CSI930955", "  csi930955  "):
+            candidates = HistoryService._history_code_filter_candidates(code)
+            self.assertEqual(
+                set(candidates),
+                {"csi930955", "CSI930955", "930955.CSI"},
+            )
+            self.assertEqual(len(candidates), len(set(candidates)))
+            self.assertNotIn("930955", candidates)
+
+    def test_multi_alias_sh300_index_converges_all_explicit_forms(self):
+        """``sh000300`` owns ``sz399300`` / ``000300.SH`` / ``000300.CSI``
+        aliases; every explicit form must converge to the same candidate set,
+        including the uppercase alias form ``SZ399300`` (case-sensitive SQL)."""
+        for code in ("sh000300", "sz399300", "SZ399300", "000300.SH", "000300.CSI"):
+            candidates = HistoryService._history_code_filter_candidates(code)
+            self.assertEqual(
+                set(candidates),
+                {"sh000300", "SH000300", "sz399300", "SZ399300", "000300.SH", "000300.CSI"},
+            )
+            self.assertNotIn("000300", candidates)
+
+    def test_bare_stock_does_not_include_index_identity(self):
+        """Filtering the bare stock ``000016`` must not reach the ``sh000016``
+        index or its ``000016.SH`` alias."""
+        candidates = HistoryService._history_code_filter_candidates("000016")
+        self.assertIn("000016", candidates)
+        self.assertNotIn("sh000016", candidates)
+        self.assertNotIn("000016.SH", candidates)
+
+    def test_unregistered_prefixed_index_form_stays_stock(self):
+        """An unregistered ``sh``-prefixed token parses as a stock and must
+        keep the legacy stock candidate path untouched — no lowercase index
+        canonical (``sh900999``) and no registry alias are invented."""
+        candidates = HistoryService._history_code_filter_candidates("sh900999")
+        self.assertEqual(
+            set(candidates),
+            {"SH900999", "900999", "900999.SH", "900999.SS", "SS900999"},
+        )
+        self.assertNotIn("sh900999", candidates)
+
+
 def _analysis_context_pack_overview() -> dict:
     return {
         "pack_version": "1.0",
@@ -1248,6 +1337,67 @@ class AnalysisHistoryTestCase(unittest.TestCase):
         self.assertEqual(report.meta.current_price, 200.0)
         self.assertEqual(report.meta.change_pct, 1.23)
 
+    def test_history_detail_reports_index_asset_type_from_canonical_code(self) -> None:
+        """Index reports must expose meta.asset_type='index' so the Web can hide
+        the stock-only watchlist action, and bare same-digit stock codes must
+        remain 'stock' (never index via display normalization)."""
+        if get_history_detail is None:
+            self.skipTest("fastapi is not installed in this test environment")
+
+        def save_record(code: str, query_id: str) -> int:
+            result = self._build_result()
+            result.code = code
+            saved = self.db.save_analysis_history(
+                result=result,
+                query_id=query_id,
+                report_type="simple",
+                news_content="新闻摘要",
+                context_snapshot=None,
+                save_snapshot=False,
+            )
+            self.assertGreater(saved, 0)
+            with self.db.get_session() as session:
+                row = session.query(AnalysisHistory).filter(AnalysisHistory.query_id == query_id).first()
+                self.assertIsNotNone(row)
+                return row.id
+
+        index_id = save_record("sh000016", "query_asset_type_index")
+        stock_id = save_record("000016", "query_asset_type_stock")
+        stock_id2 = save_record("600519", "query_asset_type_stock2")
+
+        index_report = get_history_detail(str(index_id), db_manager=self.db)
+        self.assertEqual(index_report.meta.asset_type, "index")
+
+        stock_report = get_history_detail(str(stock_id), db_manager=self.db)
+        self.assertEqual(stock_report.meta.asset_type, "stock")
+
+        stock_report2 = get_history_detail(str(stock_id2), db_manager=self.db)
+        self.assertEqual(stock_report2.meta.asset_type, "stock")
+
+    def test_history_detail_omits_asset_type_for_market_review(self) -> None:
+        """Market review records must omit the optional asset_type field."""
+        if get_history_detail is None:
+            self.skipTest("fastapi is not installed in this test environment")
+
+        result = self._build_result()
+        result.code = "MARKET"
+        saved = self.db.save_analysis_history(
+            result=result,
+            query_id="query_asset_type_market_review",
+            report_type="market_review",
+            news_content="大盘复盘",
+            context_snapshot=None,
+            save_snapshot=False,
+        )
+        self.assertGreater(saved, 0)
+        with self.db.get_session() as session:
+            row = session.query(AnalysisHistory).filter(AnalysisHistory.query_id == "query_asset_type_market_review").first()
+            self.assertIsNotNone(row)
+            record_id = row.id
+
+        report = get_history_detail(str(record_id), db_manager=self.db)
+        self.assertIsNone(report.meta.asset_type)
+
     @patch("src.auth.is_auth_enabled", return_value=False)
     def test_history_detail_ignores_non_dict_realtime_quote_raw(self, mock_auth) -> None:
         """GET /api/v1/history/{id} should tolerate truthy non-dict realtime_quote_raw."""
@@ -2528,6 +2678,311 @@ class AnalysisHistoryTestCase(unittest.TestCase):
             report = get_history_detail(str(record_id), db_manager=self.db)
             self.assertIsNone(report.details.empty_news_disclosure)
 
+    # ------------------------------------------------------------------
+    # PR #2312: 指数 canonical 历史隔离（并入本类，避免子类重复继承放大测试）
+    # ------------------------------------------------------------------
+    def _save_result_with_code(self, code: str, query_id: str) -> int:
+        result = self._build_result()
+        result.code = code
+        saved = self.db.save_analysis_history(
+            result=result,
+            query_id=query_id,
+            report_type="simple",
+            news_content="新闻摘要",
+            context_snapshot=None,
+            save_snapshot=False,
+        )
+        self.assertGreater(saved, 0)
+        return saved
+
+    def test_history_filter_isolates_index_from_same_code_stock(self):
+        self._save_result_with_code("sh000016", "query_index")
+        self._save_result_with_code("000016", "query_stock")
+
+        index_listing = HistoryService(self.db).get_history_list(
+            stock_code="sh000016", page=1, limit=10
+        )
+        stock_listing = HistoryService(self.db).get_history_list(
+            stock_code="000016", page=1, limit=10
+        )
+
+        self.assertEqual(index_listing["total"], 1)
+        self.assertEqual(
+            {item["query_id"] for item in index_listing["items"]},
+            {"query_index"},
+        )
+        self.assertEqual(stock_listing["total"], 1)
+        self.assertEqual(
+            {item["query_id"] for item in stock_listing["items"]},
+            {"query_stock"},
+        )
+
+    def test_history_filter_reaches_legacy_uppercase_and_alias_index_records(self):
+        self._save_result_with_code("sh000016", "query_canonical")
+        self._save_result_with_code("SH000016", "query_upper")
+        self._save_result_with_code("000016.SH", "query_alias")
+
+        for code in ("sh000016", "SH000016", "000016.SH"):
+            listing = HistoryService(self.db).get_history_list(
+                stock_code=code, page=1, limit=10
+            )
+            self.assertEqual(listing["total"], 3)
+            self.assertEqual(
+                {item["query_id"] for item in listing["items"]},
+                {"query_canonical", "query_upper", "query_alias"},
+            )
+
+        stock_listing = HistoryService(self.db).get_history_list(
+            stock_code="000016", page=1, limit=10
+        )
+        self.assertEqual(stock_listing["total"], 0)
+
+    def test_sz_index_history_filter_and_delete_isolate_from_same_code_stock(self):
+        """I/O matrix INDEX_HISTORY 的 SZ 侧真实 SQL 路径：``sz399001``
+        lowercase canonical 筛选、删除与计数均命中自身记录，不并入裸
+        ``399001`` 股票。"""
+        self._save_result_with_code("sz399001", "query_sz_index")
+        self._save_result_with_code("399001", "query_sz_stock")
+
+        sz_listing = HistoryService(self.db).get_history_list(
+            stock_code="sz399001", page=1, limit=10
+        )
+        stock_listing = HistoryService(self.db).get_history_list(
+            stock_code="399001", page=1, limit=10
+        )
+        self.assertEqual(sz_listing["total"], 1)
+        self.assertEqual(
+            {item["query_id"] for item in sz_listing["items"]},
+            {"query_sz_index"},
+        )
+        self.assertEqual(stock_listing["total"], 1)
+        self.assertEqual(
+            {item["query_id"] for item in stock_listing["items"]},
+            {"query_sz_stock"},
+        )
+
+        if delete_history_by_code is not None:
+            response = delete_history_by_code("sz399001", db_manager=self.db)
+            self.assertEqual(response.deleted, 1)
+            remaining = HistoryService(self.db).get_history_list(
+                stock_code="399001", page=1, limit=10
+            )
+            self.assertEqual(remaining["total"], 1)
+            self.assertEqual(
+                {item["query_id"] for item in remaining["items"]},
+                {"query_sz_stock"},
+            )
+
+    def test_history_detail_displays_parser_canonical_for_legacy_index_record(self):
+        """报告详情 meta 对旧 uppercase/alias 指数记录输出 parser canonical。"""
+        if get_history_detail is None:
+            self.skipTest("fastapi is not installed in this test environment")
+
+        self._save_result_with_code("SZ399300", "query_sz399300_upper")
+        with self.db.get_session() as session:
+            row = session.query(AnalysisHistory).filter(
+                AnalysisHistory.query_id == "query_sz399300_upper"
+            ).first()
+            if row is None:
+                self.fail("未找到保存的历史记录")
+
+        report = get_history_detail(str(row.id), db_manager=self.db)
+        self.assertEqual(report.meta.stock_code, "sh000300")
+        self.assertEqual(report.meta.asset_type, "index")
+
+    def test_history_list_displays_parser_canonical_for_legacy_index_records(self):
+        """已登记指数旧记录（uppercase legacy / 显式 alias）的 API
+        ``stock_code`` 输出 parser canonical（``sz399300``/``000300.CSI`` ->
+        ``sh000300``），前端只做大小写折叠即可，无需前缀/后缀正则猜 canonical。"""
+        self._save_result_with_code("SZ399300", "query_sz399300_upper")
+        self._save_result_with_code("000300.CSI", "query_000300_csi")
+
+        listing = HistoryService(self.db).get_history_list(page=1, limit=10)
+        by_query = {item["query_id"]: item for item in listing["items"]}
+        self.assertEqual(by_query["query_sz399300_upper"]["stock_code"], "sh000300")
+        self.assertEqual(by_query["query_000300_csi"]["stock_code"], "sh000300")
+
+    def test_sh300_uppercase_alias_filter_delete_and_stock_bar_count_real_sql(self):
+        """sqlite ``IN`` 大小写敏感回归：``SZ399300``/``sz399300``/
+        ``000300.CSI``/``sh000300`` 任一查询都命中全部显式形态旧记录（含
+        uppercase alias 持久化记录），并与裸 ``000300`` 股票隔离。"""
+        self._save_result_with_code("sh000300", "query_canonical")
+        self._save_result_with_code("SZ399300", "query_uppercase_alias")
+        self._save_result_with_code("000300.CSI", "query_dotted_alias")
+        self._save_result_with_code("000300", "query_bare_stock")
+
+        for code in ("sh000300", "sz399300", "SZ399300", "000300.CSI"):
+            listing = HistoryService(self.db).get_history_list(
+                stock_code=code, page=1, limit=10
+            )
+            self.assertEqual(listing["total"], 3)
+            self.assertEqual(
+                {item["query_id"] for item in listing["items"]},
+                {"query_canonical", "query_uppercase_alias", "query_dotted_alias"},
+            )
+
+        stock_listing = HistoryService(self.db).get_history_list(
+            stock_code="000300", page=1, limit=10
+        )
+        self.assertEqual(stock_listing["total"], 1)
+        self.assertEqual(
+            {item["query_id"] for item in stock_listing["items"]},
+            {"query_bare_stock"},
+        )
+
+        if get_stock_bar is not None:
+            stock_bar = get_stock_bar(
+                start_date=None,
+                end_date=None,
+                limit=10,
+                db_manager=self.db,
+            )
+            self.assertEqual(len(stock_bar.items), 2)
+            index_item = next(
+                item for item in stock_bar.items if item.asset_type == "index"
+            )
+            stock_item = next(
+                item for item in stock_bar.items if item.asset_type == "stock"
+            )
+            self.assertEqual(index_item.stock_code, "sh000300")
+            self.assertEqual(index_item.analysis_count, 3)
+            self.assertEqual(stock_item.stock_code, "000300")
+            self.assertEqual(stock_item.analysis_count, 1)
+
+        if delete_history_by_code is not None:
+            response = delete_history_by_code("SZ399300", db_manager=self.db)
+            self.assertEqual(response.deleted, 3)
+            remaining = HistoryService(self.db).get_history_list(
+                stock_code="000300", page=1, limit=10
+            )
+            self.assertEqual(remaining["total"], 1)
+            self.assertEqual(
+                {item["query_id"] for item in remaining["items"]},
+                {"query_bare_stock"},
+            )
+
+    def test_stock_bar_isolates_index_and_same_code_stock(self):
+        if get_stock_bar is None:
+            self.skipTest("fastapi is not installed in this test environment")
+
+        self._save_result_with_code("sh000016", "query_index")
+        self._save_result_with_code("000016", "query_stock")
+
+        stock_bar = get_stock_bar(
+            start_date=None,
+            end_date=None,
+            limit=10,
+            db_manager=self.db,
+        )
+
+        self.assertEqual(len(stock_bar.items), 2)
+        by_code = {item.stock_code: item for item in stock_bar.items}
+        self.assertIn("sh000016", by_code)
+        self.assertIn("000016", by_code)
+        self.assertEqual(by_code["sh000016"].analysis_count, 1)
+        self.assertEqual(by_code["000016"].analysis_count, 1)
+        self.assertEqual(by_code["sh000016"].asset_type, "index")
+        self.assertEqual(by_code["000016"].asset_type, "stock")
+
+    def test_stock_bar_merges_index_explicit_forms_and_counts_them(self):
+        if get_stock_bar is None:
+            self.skipTest("fastapi is not installed in this test environment")
+
+        self._save_result_with_code("sh000016", "query_canonical")
+        self._save_result_with_code("SH000016", "query_upper")
+        self._save_result_with_code("000016.SH", "query_alias")
+        self._save_result_with_code("000016", "query_stock")
+
+        stock_bar = get_stock_bar(
+            start_date=None,
+            end_date=None,
+            limit=10,
+            db_manager=self.db,
+        )
+
+        self.assertEqual(len(stock_bar.items), 2)
+        index_item = next(
+            item for item in stock_bar.items if item.asset_type == "index"
+        )
+        stock_item = next(
+            item for item in stock_bar.items if item.asset_type == "stock"
+        )
+        self.assertEqual(index_item.analysis_count, 3)
+        self.assertEqual(index_item.stock_code, "sh000016")
+        self.assertEqual(stock_item.stock_code, "000016")
+        self.assertEqual(stock_item.analysis_count, 1)
+
+    def test_stock_bar_exposes_sz_index_canonical_row_with_independent_count(self):
+        """``sz399001`` 在 stock-bar 以 canonical 单行展示，``analysis_count``
+        只计自身记录，不与裸 ``399001`` 股票合并。"""
+        if get_stock_bar is None:
+            self.skipTest("fastapi is not installed in this test environment")
+
+        self._save_result_with_code("sz399001", "query_sz_index")
+        self._save_result_with_code("399001", "query_sz_stock")
+
+        stock_bar = get_stock_bar(
+            start_date=None,
+            end_date=None,
+            limit=10,
+            db_manager=self.db,
+        )
+
+        self.assertEqual(len(stock_bar.items), 2)
+        by_code = {item.stock_code: item for item in stock_bar.items}
+        self.assertIn("sz399001", by_code)
+        self.assertIn("399001", by_code)
+        self.assertEqual(by_code["sz399001"].analysis_count, 1)
+        self.assertEqual(by_code["sz399001"].asset_type, "index")
+        self.assertEqual(by_code["399001"].analysis_count, 1)
+        self.assertEqual(by_code["399001"].asset_type, "stock")
+
+    def test_delete_index_by_code_deletes_all_explicit_forms_only(self):
+        if delete_history_by_code is None:
+            self.skipTest("fastapi is not installed in this test environment")
+
+        self._save_result_with_code("sh000016", "query_canonical")
+        self._save_result_with_code("SH000016", "query_upper")
+        self._save_result_with_code("000016.SH", "query_alias")
+        self._save_result_with_code("000016", "query_stock")
+
+        response = delete_history_by_code("sh000016", db_manager=self.db)
+        self.assertEqual(response.deleted, 3)
+
+        remaining = HistoryService(self.db).get_history_list(
+            stock_code="000016", page=1, limit=10
+        )
+        self.assertEqual(remaining["total"], 1)
+        self.assertEqual(
+            {item["query_id"] for item in remaining["items"]},
+            {"query_stock"},
+        )
+
+    def test_delete_index_with_no_records_returns_zero(self):
+        if delete_history_by_code is None:
+            self.skipTest("fastapi is not installed in this test environment")
+
+        response = delete_history_by_code("sh000016", db_manager=self.db)
+        self.assertEqual(response.deleted, 0)
+
+    def test_history_list_exposes_parser_asset_type(self):
+        self._save_result_with_code("sh000016", "query_index")
+        self._save_result_with_code("000016", "query_stock")
+        self._save_result_with_code("600519", "query_stock2")
+
+        listing = HistoryService(self.db).get_history_list(page=1, limit=10)
+        by_query = {item["query_id"]: item for item in listing["items"]}
+        self.assertEqual(by_query["query_index"]["asset_type"], "index")
+        self.assertEqual(by_query["query_stock"]["asset_type"], "stock")
+        self.assertEqual(by_query["query_stock2"]["asset_type"], "stock")
+
+    def test_history_list_omits_asset_type_for_market_review(self):
+        self._save_result_with_code("MARKET", "query_market_review")
+
+        listing = HistoryService(self.db).get_history_list(page=1, limit=10)
+        by_query = {item["query_id"]: item for item in listing["items"]}
+        self.assertTrue(by_query["query_market_review"]["asset_type"] is None)
+
 
 class HistoryItemSchemaNegativeSentimentTest(unittest.TestCase):
     """Regression: HistoryItem / ReportSummary must accept out-of-range sentiment_score from DB rows."""

tests/test_analysis_integration.py

@@ -67,6 +67,9 @@ class TestAnalysisIntegration:
         data = response.json()
         assert data["task_id"] == "test_task_123"
         assert data["status"] == "pending"
+        # 单股 202（TaskAccepted schema）不包含可选的 asset_type 字段；legacy
+        # MagicMock 任务即使 asset_type 是 MagicMock 子对象也必须保持该契约。
+        assert "asset_type" not in data
 
         # Verify task queue received the correct resolved code and metadata.
         # Use call_args so this integration test stays focused on analysis flow

tests/test_pipeline_market_phase_context.py

@@ -845,6 +845,69 @@ class PipelineMarketPhaseContextTestCase(unittest.TestCase):
         self.assertEqual(kwargs["query_source"], "api")
         self.assertEqual(kwargs["report_type"], ReportType.SIMPLE.value)
         self.assertEqual(kwargs["profile_source"], "auto_default")
+        # No index target -> no market override.
+        self.assertIsNone(kwargs["market_override"])
+
+    def test_legacy_pipeline_passes_market_override_cn_for_index_target(self):
+        """V8 — index targets must reach extract_and_persist_from_analysis_result
+        with market_override="cn" via the real wiring (not a mocked helper)."""
+        from src.services.stock_list_parser import ParseStatus, parse_analysis_target
+
+        target = parse_analysis_target("sh000016")
+        self.assertEqual(target.asset_type, ParseStatus.INDEX)
+
+        pipeline = _make_pipeline(agent_mode=False, save_context_snapshot=True)
+        pipeline.trace_id = "trace-index"
+        pipeline.query_source = "api"
+        pipeline.db.save_analysis_history.return_value = 42
+        phase_context = SimpleNamespace(to_dict=MagicMock(return_value=_phase_payload()))
+
+        with (
+            patch("src.core.pipeline.build_market_phase_context", return_value=phase_context),
+            patch("src.core.pipeline.extract_and_persist_from_analysis_result") as mock_extract,
+        ):
+            result = pipeline.analyze_stock(
+                "sh000016",
+                ReportType.SIMPLE,
+                "q-index-signal",
+                current_time=datetime(2026, 3, 27, 10, 0),
+                analysis_target=target,
+            )
+
+        self.assertIsNotNone(result)
+        mock_extract.assert_called_once()
+        kwargs = mock_extract.call_args.kwargs
+        self.assertEqual(kwargs["source_report_id"], 42)
+        self.assertEqual(kwargs["market_override"], "cn")
+
+    def test_legacy_pipeline_passes_market_override_none_for_stock_target(self):
+        """Stock targets (and analysis_target=None) must keep market_override=None."""
+        from src.services.stock_list_parser import parse_analysis_target
+
+        target = parse_analysis_target("600519")
+        self.assertEqual(target.asset_type, "stock")
+
+        pipeline = _make_pipeline(agent_mode=False, save_context_snapshot=True)
+        pipeline.trace_id = "trace-stock"
+        pipeline.query_source = "api"
+        pipeline.db.save_analysis_history.return_value = 42
+        phase_context = SimpleNamespace(to_dict=MagicMock(return_value=_phase_payload()))
+
+        with (
+            patch("src.core.pipeline.build_market_phase_context", return_value=phase_context),
+            patch("src.core.pipeline.extract_and_persist_from_analysis_result") as mock_extract,
+        ):
+            result = pipeline.analyze_stock(
+                "600519",
+                ReportType.SIMPLE,
+                "q-stock-signal",
+                current_time=datetime(2026, 3, 27, 10, 0),
+                analysis_target=target,
+            )
+
+        self.assertIsNotNone(result)
+        mock_extract.assert_called_once()
+        self.assertIsNone(mock_extract.call_args.kwargs["market_override"])
 
     def test_legacy_pipeline_does_not_extract_when_history_save_fails(self):
         pipeline = _make_pipeline(agent_mode=False, save_context_snapshot=True)