feat: 添加新闻增量刷新和前端组件修复

- 新增 refresh_news_incremental/refresh_news_for_symbols 函数支持增量新闻获取
- 在 live cycle 中集成新闻刷新逻辑
- AgentFeed 支持 agentProfilesByAgent 显示模型信息
- StatisticsView 修复 stats 计算逻辑，使用 portfolioData 作为 fallback
- StockExplainView 修复 useEffect 依赖项问题
- AppShell/RoomView 传递 agentProfilesByAgent 属性
- start-dev.sh 调整日志级别为 warning 减少噪音

Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>

backend/data/market_ingest.py

@@ -8,6 +8,7 @@ from typing import Iterable
 
 from backend.data.market_store import MarketStore
 from backend.data.news_alignment import align_news_for_symbol
+from backend.data.provider_router import ProviderRouter
 from backend.data.polygon_client import (
     fetch_news,
     fetch_ohlc,
@@ -24,6 +25,35 @@ def _default_start(years: int = 2) -> str:
     return (datetime.now(timezone.utc).date() - timedelta(days=years * 366)).isoformat()
 
 
+def _normalize_provider_news_rows(ticker: str, news_items: Iterable[Any]) -> list[dict]:
+    rows: list[dict] = []
+    for item in news_items:
+        payload = item.model_dump() if hasattr(item, "model_dump") else dict(item or {})
+        related = payload.get("related")
+        if isinstance(related, str):
+            related_list = [value.strip().upper() for value in related.split(",") if value.strip()]
+        elif isinstance(related, list):
+            related_list = [str(value).strip().upper() for value in related if str(value).strip()]
+        else:
+            related_list = []
+        if ticker not in related_list:
+            related_list.append(ticker)
+        rows.append(
+            {
+                "title": payload.get("title"),
+                "description": payload.get("summary"),
+                "summary": payload.get("summary"),
+                "article_url": payload.get("url"),
+                "published_utc": payload.get("date"),
+                "publisher": payload.get("source"),
+                "tickers": related_list,
+                "category": payload.get("category"),
+                "raw_json": payload,
+            }
+        )
+    return rows
+
+
 def ingest_ticker_history(
     symbol: str,
     *,
@@ -114,6 +144,80 @@ def update_ticker_incremental(
     }
 
 
+def refresh_news_incremental(
+    symbol: str,
+    *,
+    end_date: str | None = None,
+    store: MarketStore | None = None,
+) -> dict:
+    """Incrementally fetch company news using the configured provider router."""
+    ticker = normalize_symbol(symbol)
+    market_store = store or MarketStore()
+    watermarks = market_store.get_ticker_watermarks(ticker)
+    end = end_date or _today_utc()
+    start_news = (
+        (datetime.fromisoformat(watermarks["last_news_fetch"]) + timedelta(days=1)).date().isoformat()
+        if watermarks.get("last_news_fetch")
+        else _default_start()
+    )
+
+    if start_news > end:
+        return {
+            "symbol": ticker,
+            "start_news_date": start_news,
+            "end_date": end,
+            "news": 0,
+            "aligned": 0,
+        }
+
+    router = ProviderRouter()
+    news_items, source = router.get_company_news(
+        ticker=ticker,
+        start_date=start_news,
+        end_date=end,
+        limit=1000,
+    )
+    news_rows = _normalize_provider_news_rows(ticker, news_items)
+    news_count = market_store.upsert_news(ticker, news_rows, source=source) if news_rows else 0
+    aligned_count = align_news_for_symbol(market_store, ticker)
+    market_store.update_fetch_watermark(
+        symbol=ticker,
+        news_date=end if news_rows or watermarks.get("last_news_fetch") else None,
+    )
+
+    return {
+        "symbol": ticker,
+        "start_news_date": start_news,
+        "end_date": end,
+        "news": news_count,
+        "aligned": aligned_count,
+        "source": source,
+    }
+
+
+def refresh_news_for_symbols(
+    symbols: Iterable[str],
+    *,
+    end_date: str | None = None,
+    store: MarketStore | None = None,
+) -> list[dict]:
+    """Incrementally refresh company news for a list of tickers."""
+    market_store = store or MarketStore()
+    results = []
+    for symbol in symbols:
+        ticker = normalize_symbol(symbol)
+        if not ticker:
+            continue
+        results.append(
+            refresh_news_incremental(
+                ticker,
+                end_date=end_date,
+                store=market_store,
+            )
+        )
+    return results
+
+
 def ingest_symbols(
     symbols: Iterable[str],
     *,

backend/services/gateway_cycle_support.py

@@ -7,7 +7,7 @@ import asyncio
 import logging
 from typing import Any
 
-from backend.data.market_ingest import ingest_symbols
+from backend.data.market_ingest import ingest_symbols, refresh_news_for_symbols
 from backend.domains import trading as trading_domain
 from backend.utils.msg_adapter import FrontendAdapter
 
@@ -200,6 +200,23 @@ async def run_live_cycle(gateway: Any, date: str, tickers: list[str]) -> None:
     trading_date = gateway.market_service.get_live_trading_date()
     logger.info("Live cycle: triggered=%s, trading_date=%s", date, trading_date)
 
+    try:
+        news_refresh = await asyncio.to_thread(
+            refresh_news_for_symbols,
+            tickers,
+            end_date=trading_date,
+            store=gateway.storage.market_store,
+        )
+        logger.info(
+            "News refresh complete: %s",
+            ", ".join(
+                f"{item['symbol']} news={item['news']}"
+                for item in news_refresh
+            ) or "no symbols",
+        )
+    except Exception as exc:
+        logger.warning("Live cycle news refresh failed: %s", exc)
+
     await gateway.state_sync.on_cycle_start(trading_date)
     gateway._dashboard.update(date=trading_date, status="Analyzing...")