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...")
 

frontend/src/App.jsx

@@ -466,6 +466,7 @@ export default function LiveTradingApp() {
         currentDate={currentDate}
         stockRequests={stockRequests}
         agentRequests={agentRequests}
+        agentProfilesByAgent={agentProfilesByAgent}
         leftWidth={leftWidth}
         isResizing={isResizing}
         onMouseDown={() => useUIStore.getState().setIsResizing(true)}

frontend/src/components/AgentFeed.jsx

@@ -35,14 +35,22 @@ const stripMarkdown = (text) => {
     .replace(/^[-=]+$/gm, '');
 };
 
-const AgentFeed = forwardRef(({ feed, leaderboard }, ref) => {
+const AgentFeed = forwardRef(({ feed, leaderboard, agentProfilesByAgent }, ref) => {
   const feedContentRef = useRef(null);
   const [highlightedId, setHighlightedId] = useState(null);
   const [selectedAgent, setSelectedAgent] = useState('all');
   const [dropdownOpen, setDropdownOpen] = useState(false);
 
   const getAgentModelInfo = (agentId) => {
-    if (!leaderboard || !agentId) return { modelName: null, modelProvider: null };
+    if (!agentId) return { modelName: null, modelProvider: null };
+    const profile = agentProfilesByAgent?.[agentId];
+    if (profile?.model_name) {
+      return {
+        modelName: profile.model_name,
+        modelProvider: profile.model_provider
+      };
+    }
+    if (!leaderboard) return { modelName: null, modelProvider: null };
     const agentData = leaderboard.find(lb => lb.id === agentId || lb.agentId === agentId);
     return {
       modelName: agentData?.modelName,
@@ -52,7 +60,17 @@ const AgentFeed = forwardRef(({ feed, leaderboard }, ref) => {
 
   // Get agent info by name
   const getAgentInfoByName = (agentName) => {
-    if (!leaderboard || !agentName) return null;
+    if (!agentName) return null;
+    const agentConfig = AGENTS.find((agent) => agent.name === agentName);
+    const profile = agentConfig ? agentProfilesByAgent?.[agentConfig.id] : null;
+    if (agentConfig && profile?.model_name) {
+      return {
+        agentId: agentConfig.id,
+        modelName: profile.model_name,
+        modelProvider: profile.model_provider
+      };
+    }
+    if (!leaderboard) return null;
     const agentData = leaderboard.find(lb => lb.name === agentName || lb.agentName === agentName);
     if (!agentData) return null;
     return {

frontend/src/components/AppShell.jsx

@@ -128,6 +128,7 @@ export default function AppShell({
   stockRequests,
   // Agent request handlers
   agentRequests,
+  agentProfilesByAgent,
   // Layout
   leftWidth,
   isResizing,
@@ -440,6 +441,7 @@ export default function AppShell({
                         bubbles={bubbles}
                         bubbleFor={bubbleFor}
                         leaderboard={leaderboard}
+                        agentProfilesByAgent={agentProfilesByAgent}
                         feed={feed}
                         onJumpToMessage={handleJumpToMessage}
                         onOpenLaunchConfig={() => setIsRuntimeSettingsOpen(true)}
@@ -518,6 +520,7 @@ export default function AppShell({
                         trades={trades}
                         holdings={holdings}
                         stats={stats}
+                        portfolioData={portfolioData}
                         baseline_vw={portfolioData.baseline_vw}
                         equity={portfolioData.equity}
                         leaderboard={leaderboard}
@@ -535,7 +538,7 @@ export default function AppShell({
           {/* Right Panel: Agent Feed */}
           <div className="right-panel" style={{ width: `${100 - leftWidth}%` }}>
             <Suspense fallback={<ViewLoadingFallback label="加载消息流..." />}>
-              <AgentFeed ref={agentFeedRef} feed={feed} leaderboard={leaderboard} />
+              <AgentFeed ref={agentFeedRef} feed={feed} leaderboard={leaderboard} agentProfilesByAgent={agentProfilesByAgent} />
             </Suspense>
           </div>
         </div>

frontend/src/components/RoomView.jsx

@@ -47,7 +47,7 @@ function getRankMedal(rank) {
  * Supports click and hover (1.5s) to show agent performance cards
  * Supports replay mode - completely independent from live mode
  */
-export default function RoomView({ bubbles, bubbleFor, leaderboard, feed, onJumpToMessage, onOpenLaunchConfig }) {
+export default function RoomView({ bubbles, bubbleFor, leaderboard, agentProfilesByAgent, feed, onJumpToMessage, onOpenLaunchConfig }) {
   const canvasRef = useRef(null);
   const containerRef = useRef(null);
 
@@ -162,11 +162,14 @@ export default function RoomView({ bubbles, bubbleFor, leaderboard, feed, onJump
   const getAgentData = (agentId) => {
     const agent = AGENTS.find(a => a.id === agentId);
     if (!agent) return null;
+    const profile = agentProfilesByAgent?.[agentId] || null;
 
     // If no leaderboard data, return agent with default stats
     if (!leaderboard || !Array.isArray(leaderboard)) {
       return {
         ...agent,
+        modelName: profile?.model_name || null,
+        modelProvider: profile?.model_provider || null,
         bull: { n: 0, win: 0, unknown: 0 },
         bear: { n: 0, win: 0, unknown: 0 },
         winRate: null,
@@ -181,6 +184,8 @@ export default function RoomView({ bubbles, bubbleFor, leaderboard, feed, onJump
     if (!leaderboardData) {
       return {
         ...agent,
+        modelName: profile?.model_name || null,
+        modelProvider: profile?.model_provider || null,
         bull: { n: 0, win: 0, unknown: 0 },
         bear: { n: 0, win: 0, unknown: 0 },
         winRate: null,
@@ -193,6 +198,8 @@ export default function RoomView({ bubbles, bubbleFor, leaderboard, feed, onJump
     return {
       ...agent,
       ...leaderboardData,
+      modelName: profile?.model_name || leaderboardData.modelName || null,
+      modelProvider: profile?.model_provider || leaderboardData.modelProvider || null,
       avatar: agent.avatar  // Always use the frontend's avatar URL
     };
   };

frontend/src/components/StatisticsView.jsx

@@ -8,12 +8,36 @@ import { formatNumber, formatDateTime } from '../utils/formatters';
  * Left: Performance Overview (35%) | Right: Holdings + Trades (65%)
  * No scrolling - content fits within viewport with pagination
  */
-export default function StatisticsView({ trades, holdings, stats, baseline_vw, equity, leaderboard }) {
+export default function StatisticsView({ trades, holdings, stats, baseline_vw, equity, leaderboard, portfolioData }) {
   const [holdingsPage, setHoldingsPage] = useState(1);
   const [tradesPage, setTradesPage] = useState(1);
   const holdingsPerPage = 5;
   const tradesPerPage = 8;
 
+  const effectiveStats = React.useMemo(() => {
+    const base = stats && typeof stats === 'object' ? stats : {};
+    const netValue = Number(portfolioData?.netValue ?? 0);
+    const pnl = Number(portfolioData?.pnl ?? 0);
+    const hasPortfolioValue = Number.isFinite(netValue) && netValue > 0;
+    const hasMeaningfulStats = Number(base?.totalAssetValue ?? 0) > 0;
+
+    if (hasMeaningfulStats || !hasPortfolioValue) {
+      return base;
+    }
+
+    const cashHolding = Array.isArray(holdings)
+      ? holdings.find((item) => String(item?.ticker || '').toUpperCase() === 'CASH')
+      : null;
+
+    return {
+      ...base,
+      totalAssetValue: netValue,
+      totalReturn: pnl,
+      cashPosition: Number(cashHolding?.marketValue ?? cashHolding?.currentPrice ?? 0),
+      totalTrades: Array.isArray(trades) ? trades.length : 0,
+    };
+  }, [holdings, portfolioData, stats, trades]);
+
   // Calculate pagination for holdings
   const totalHoldingsPages = Math.ceil(holdings.length / holdingsPerPage);
   const holdingsStartIndex = (holdingsPage - 1) * holdingsPerPage;
@@ -28,12 +52,12 @@ export default function StatisticsView({ trades, holdings, stats, baseline_vw, e
 
   // Calculate excess return (Evatraders return - benchmark value-weighted return)
   const calculateExcessReturn = () => {
-    if (!stats || !baseline_vw || baseline_vw.length === 0) {
+    if (!effectiveStats || !baseline_vw || baseline_vw.length === 0) {
       return null;
     }
 
     // Get Evatraders return from stats
-    const evatradersReturn = stats.totalReturn || 0; // Already in percentage
+    const evatradersReturn = effectiveStats.totalReturn || 0; // Already in percentage
 
     // Calculate benchmark return from baseline_vw
     // baseline_vw format: [{t: timestamp, v: value}, ...] or [value, ...]
@@ -130,7 +154,7 @@ export default function StatisticsView({ trades, holdings, stats, baseline_vw, e
         borderRight: '2px solid #e0e0e0',
         overflow: 'hidden'
       }}>
-        {stats ? (
+        {effectiveStats ? (
           <div style={{
             padding: '24px',
             display: 'flex',
@@ -179,7 +203,7 @@ export default function StatisticsView({ trades, holdings, stats, baseline_vw, e
                   fontFamily: '"Courier New", monospace',
                   lineHeight: 1
                 }}>
-                  ${formatNumber(stats.totalAssetValue || 0)}
+                  ${formatNumber(effectiveStats.totalAssetValue || 0)}
                 </div>
               </div>
 
@@ -272,10 +296,10 @@ export default function StatisticsView({ trades, holdings, stats, baseline_vw, e
                   <div style={{
                     fontSize: 28,
                     fontWeight: 700,
-                    color: (stats.totalReturn || 0) >= 0 ? '#00C853' : '#FF1744',
+                    color: (effectiveStats.totalReturn || 0) >= 0 ? '#00C853' : '#FF1744',
                     fontFamily: '"Courier New", monospace'
                   }}>
-                    {(stats.totalReturn || 0) >= 0 ? '+' : ''}{(stats.totalReturn || 0).toFixed(2)}%
+                    {(effectiveStats.totalReturn || 0) >= 0 ? '+' : ''}{(effectiveStats.totalReturn || 0).toFixed(2)}%
                   </div>
                 </div>
               </div>
@@ -304,7 +328,7 @@ export default function StatisticsView({ trades, holdings, stats, baseline_vw, e
                     color: '#000000',
                     fontFamily: '"Courier New", monospace'
                   }}>
-                    ${formatNumber(stats.cashPosition || 0)}
+                    ${formatNumber(effectiveStats.cashPosition || 0)}
                   </div>
                 </div>
 
@@ -330,7 +354,7 @@ export default function StatisticsView({ trades, holdings, stats, baseline_vw, e
                     color: '#000000',
                     fontFamily: '"Courier New", monospace'
                   }}>
-                    {stats.totalTrades || 0}
+                    {effectiveStats.totalTrades || 0}
                   </div>
                 </div>
               </div>

frontend/src/components/StockExplainView.jsx

@@ -175,7 +175,7 @@ export default function StockExplainView({
     if (!selectedSymbol || !selectedEventDate || !onRequestNewsForDate) {
       return;
     }
-    if (Array.isArray(newsSnapshot?.byDate?.[selectedEventDate]) && newsSnapshot.byDate[selectedEventDate].length > 0) {
+    if (Object.prototype.hasOwnProperty.call(newsSnapshot?.byDate || {}, selectedEventDate)) {
       return;
     }
     onRequestNewsForDate(selectedSymbol, selectedEventDate);
@@ -185,21 +185,21 @@ export default function StockExplainView({
     if (!selectedSymbol || !onRequestStory || !currentDate) {
       return;
     }
-    if (selectedStory?.story) {
+    if (Object.prototype.hasOwnProperty.call(newsSnapshot?.storyCache || {}, currentDate)) {
       return;
     }
     onRequestStory(selectedSymbol, currentDate);
-  }, [currentDate, onRequestStory, selectedStory, selectedSymbol]);
+  }, [currentDate, newsSnapshot, onRequestStory, selectedStory, selectedSymbol]);
 
   useEffect(() => {
     if (!selectedSymbol || !selectedEventDate || !onRequestSimilarDays) {
       return;
     }
-    if (selectedSimilarDays?.items?.length) {
+    if (Object.prototype.hasOwnProperty.call(newsSnapshot?.similarDaysCache || {}, selectedEventDate)) {
       return;
     }
     onRequestSimilarDays(selectedSymbol, selectedEventDate);
-  }, [onRequestSimilarDays, selectedEventDate, selectedSimilarDays, selectedSymbol]);
+  }, [newsSnapshot, onRequestSimilarDays, selectedEventDate, selectedSimilarDays, selectedSymbol]);
 
   useEffect(() => {
     if (!selectedSymbol || !onRequestTechnicalIndicators) {

start-dev.sh

@@ -43,7 +43,8 @@ start_service() {
         --port "${port}" \
         --reload \
         --reload-dir backend \
-        --log-level info &
+        --log-level warning \
+        --no-access-log &
     PIDS+=($!)
 }