fix: 保留证券查询快照并统一研究工作台 UI

apps/desktop/src/renderer/App.tsx

@@ -4,10 +4,11 @@ import { MarketPanel } from './market/MarketPanel';
 import { SessionPanel } from './SessionPanel';
 import { SettingsPanel } from './settings/SettingsPanel';
 import { ProviderPanel } from './ProviderPanel';
+import { SecuritySnapshots } from './securities/security-snapshots';
 import { SecurityWorkspace } from './securities/SecurityWorkspace';
 import { AssetTabs } from './AssetTabs';
 import { Navigation, type WorkbenchView } from './ui/Navigation';
-import { StatusIndicator, StateNotice } from './ui/Primitives';
+import { StatusIndicator } from './ui/Primitives';
 const AnalyticsPanel = lazy(() => import('./analytics/AnalyticsPanel').then(module => ({ default: module.AnalyticsPanel })));
 const PortfolioPanel = lazy(() => import('./portfolio/PortfolioPanel').then(module => ({ default: module.PortfolioPanel })));
 
@@ -28,6 +29,7 @@ const ThesisPanel = lazy(() => import('./theses/ThesisPanel').then(m => ({ defau
 
 export function App() {
   const [state, setState] = useState<BackendState>({ phase: 'idle', detail: '等待本地服务启动。' });
+  const [snapshots] = useState(() => new SecuritySnapshots());
   const [busy, setBusy] = useState(false);
   const [assetRevision, setAssetRevision] = useState(0);
   const [researchSymbol, setResearchSymbol] = useState<string>();
@@ -60,6 +62,7 @@ export function App() {
     } catch { setState({ phase: 'failed', detail: '桌面通信请求失败。请关闭应用并重新运行 start-dev.cmd。' }); }
     finally { setBusy(false); }
   };
+  useEffect(() => { if (state.phase !== 'healthy') snapshots.clear(); }, [state.phase, snapshots]);
   const pending = busy || state.phase === 'starting' || state.phase === 'stopping';
   const navigate = (next: WorkbenchView) => { ++navigation.current; if (next === 'securities' || next === 'market') clearReportContext(); setView(next); };
   return (
@@ -80,18 +83,17 @@ export function App() {
         <button className="secondary" onClick={action} disabled={pending}>{pending ? '正在处理…' : state.phase === 'healthy' ? '重新检查' : '重试启动'}</button>
       </section>
       </header>
-      <div className="workbench">
+      <div className={`workbench${view === 'sessions' ? ' sessions-workbench' : ''}`}>
       <aside className="workbench-navigation" aria-label="工作台导航">
         <Navigation view={view} onSelect={navigate} />
         <p className="navigation-caption">每次研究，都有据可查。</p>
       </aside>
       <main className="workbench-content">
       <AssetTabs available={state.phase === 'healthy'} view={view} onSelectionStart={() => { clearReportContext(); return ++navigation.current; }} onOpen={ticket => { if (ticket !== navigation.current) return; setAssetRevision(n => n + 1); navigate('securities'); }} />
-      {view === 'outcomes' ? <Suspense fallback={<p role="status">正在打开投资结果…</p>}><OutcomePanel available={state.phase === 'healthy'} /></Suspense> : view === 'evaluation' ? <Suspense fallback={<p role="status">正在打开评测中心…</p>}><EvaluationPanel available={state.phase === 'healthy'} /></Suspense> : view === 'today' ? <Suspense fallback={<p role="status">正在打开Today…</p>}><TodayPanel available={state.phase === 'healthy'} /></Suspense> : view === 'calendar' ? <Suspense fallback={<p role="status">正在打开事件日历…</p>}><CalendarPanel available={state.phase === 'healthy'} onResearch={target=>{setResearchEventRef(target.event_ref);setDiscoveryTarget({symbols:[target.symbol],mode:target.mode,provider:target.provider});setResearchSymbol(target.symbol);clearReportContext();setResearchEntry(n => n + 1);navigate('research');}} /></Suspense> : view === 'discover' ? <Suspense fallback={<p role="status">正在打开机会发现…</p>}><DiscoverPanel available={state.phase === 'healthy'} onCompare={target => {setDiscoveryTarget(target);setView('analytics');}} onResearch={target => {setResearchEventRef(undefined);setDiscoveryTarget(target);setResearchSymbol(target.symbols[0]);clearReportContext();setResearchEntry(n => n + 1);navigate('research');}} /></Suspense> : view === 'theses' ? <Suspense fallback={<p role="status">正在打开投资论点…</p>}><ThesisPanel available={state.phase === 'healthy'} /></Suspense> : view === 'research' ? <Suspense fallback={<p role="status">正在打开研究采集…</p>}><ResearchPanel available={state.phase === 'healthy'} initialSymbol={researchSymbol} initialMode={discoveryTarget?.mode} initialProvider={discoveryTarget?.provider} initialEventRef={researchEventRef} entryKey={researchEntry} onTaskChange={clearReportContext} onAssociateReport={setReportContext} /></Suspense> : view === 'skills' ? <Suspense fallback={<p role="status">正在打开技能目录…</p>}><SkillsPanel available={state.phase === 'healthy'} /></Suspense> : view === 'analytics' ? <Suspense fallback={<p role="status">正在打开风险与对比…</p>}><AnalyticsPanel available={state.phase === 'healthy'} initialSymbols={discoveryTarget?.symbols.join(' ')} initialMode={discoveryTarget?.mode} initialProvider={discoveryTarget?.provider} /></Suspense> : view === 'portfolios' ? <Suspense fallback={<p role="status">正在打开组合工作台…</p>}><PortfolioPanel available={state.phase === 'healthy'} /></Suspense> : view === 'securities' ? <SecurityWorkspace key={assetRevision} available={state.phase === 'healthy'} onResearch={symbol => { setResearchEventRef(undefined);setDiscoveryTarget(undefined);setResearchSymbol(symbol); clearReportContext();setResearchEntry(n => n + 1);navigate('research'); }} /> : view === 'market' ? <MarketPanel available={state.phase === 'healthy'} onOpenSecurity={async symbol => { if (!['AAPL.US', 'MSFT.US', 'NVDA.US', 'TSLA.US'].includes(symbol)) throw new Error('不支持的总览详情'); const ticket = ++navigation.current; clearReportContext(); await window.researchTrail!.selectSecurity(symbol); if (ticket !== navigation.current) return; setAssetRevision(n => n + 1); navigate('securities'); }} /> : view === 'sessions' ? <SessionPanel available={state.phase === 'healthy'} reportContext={reportContext} onClearContext={clearReportContext} /> : view === 'providers' ? <ProviderPanel available={state.phase === 'healthy'} /> : <SettingsPanel available={state.phase === 'healthy'} />}
+      {view === 'outcomes' ? <Suspense fallback={<p role="status">正在打开投资结果…</p>}><OutcomePanel available={state.phase === 'healthy'} /></Suspense> : view === 'evaluation' ? <Suspense fallback={<p role="status">正在打开评测中心…</p>}><EvaluationPanel available={state.phase === 'healthy'} /></Suspense> : view === 'today' ? <Suspense fallback={<p role="status">正在打开Today…</p>}><TodayPanel available={state.phase === 'healthy'} /></Suspense> : view === 'calendar' ? <Suspense fallback={<p role="status">正在打开事件日历…</p>}><CalendarPanel available={state.phase === 'healthy'} onResearch={target=>{setResearchEventRef(target.event_ref);setDiscoveryTarget({symbols:[target.symbol],mode:target.mode,provider:target.provider});setResearchSymbol(target.symbol);clearReportContext();setResearchEntry(n => n + 1);navigate('research');}} /></Suspense> : view === 'discover' ? <Suspense fallback={<p role="status">正在打开机会发现…</p>}><DiscoverPanel available={state.phase === 'healthy'} onCompare={target => {setDiscoveryTarget(target);setView('analytics');}} onResearch={target => {setResearchEventRef(undefined);setDiscoveryTarget(target);setResearchSymbol(target.symbols[0]);clearReportContext();setResearchEntry(n => n + 1);navigate('research');}} /></Suspense> : view === 'theses' ? <Suspense fallback={<p role="status">正在打开投资论点…</p>}><ThesisPanel available={state.phase === 'healthy'} /></Suspense> : view === 'research' ? <Suspense fallback={<p role="status">正在打开研究采集…</p>}><ResearchPanel available={state.phase === 'healthy'} initialSymbol={researchSymbol} initialMode={discoveryTarget?.mode} initialProvider={discoveryTarget?.provider} initialEventRef={researchEventRef} entryKey={researchEntry} onTaskChange={clearReportContext} onAssociateReport={setReportContext} /></Suspense> : view === 'skills' ? <Suspense fallback={<p role="status">正在打开技能目录…</p>}><SkillsPanel available={state.phase === 'healthy'} /></Suspense> : view === 'analytics' ? <Suspense fallback={<p role="status">正在打开风险与对比…</p>}><AnalyticsPanel available={state.phase === 'healthy'} initialSymbols={discoveryTarget?.symbols.join(' ')} initialMode={discoveryTarget?.mode} initialProvider={discoveryTarget?.provider} /></Suspense> : view === 'portfolios' ? <Suspense fallback={<p role="status">正在打开组合工作台…</p>}><PortfolioPanel available={state.phase === 'healthy'} /></Suspense> : view === 'securities' ? <SecurityWorkspace snapshots={snapshots} key={assetRevision} available={state.phase === 'healthy'} onResearch={symbol => { setResearchEventRef(undefined);setDiscoveryTarget(undefined);setResearchSymbol(symbol); clearReportContext();setResearchEntry(n => n + 1);navigate('research'); }} /> : view === 'market' ? <MarketPanel available={state.phase === 'healthy'} onOpenSecurity={async symbol => { if (!['AAPL.US', 'MSFT.US', 'NVDA.US', 'TSLA.US'].includes(symbol)) throw new Error('不支持的总览详情'); const ticket = ++navigation.current; clearReportContext(); await window.researchTrail!.selectSecurity(symbol); if (ticket !== navigation.current) return; setAssetRevision(n => n + 1); navigate('securities'); }} /> : view === 'sessions' ? null : view === 'providers' ? <ProviderPanel onConfigurationChange={provider => snapshots.invalidate(provider)} available={state.phase === 'healthy'} /> : <SettingsPanel available={state.phase === 'healthy'} />}
       </main>
-      <aside className="workbench-copilot" aria-label="常驻研究助手">
-        <div className="copilot-heading"><span className="assistant-mark" aria-hidden="true">R</span><div><h2>AI 研究助手</h2><p>会话、工具与证据</p></div></div>
-        {view === 'sessions' ? <StateNotice kind="info">正在主工作区查看完整会话。切换页面后可在此继续研究。</StateNotice> : <SessionPanel available={state.phase === 'healthy'} compact reportContext={reportContext} onClearContext={clearReportContext} />}
+      <aside className={view === 'sessions' ? 'workbench-conversation full-session-host' : 'workbench-copilot'} aria-label={view === 'sessions' ? '完整研究会话' : '常驻研究助手'}>
+        <SessionPanel available={state.phase === 'healthy'} compact={view !== 'sessions'} reportContext={reportContext} onClearContext={clearReportContext} />
       </aside>
       </div>
       <footer>每次研究，都有据可查。</footer>

apps/desktop/src/renderer/AssetTabs.tsx

@@ -26,10 +26,10 @@ export function AssetTabs({ available, view, onOpen, onSelectionStart }: { avail
     finally { setBusy(false); }
   }
   return <section className="asset-strip" aria-label="常驻资产页签">
-    <span className="asset-strip-label">自选资产</span>
+    <div className="asset-strip-label"><span>自选资产</span><small>{state ? `${state.entries.length} 个证券` : '读取中'}</small></div>
     <nav aria-label="自选资产">{state?.entries.map(entry => <button key={entry.symbol} disabled={busy || !available}
       aria-pressed={state.active_symbol === entry.symbol} onClick={() => void open(entry.symbol)}>{entry.symbol}<small>{entry.name}</small></button>)}</nav>
-    {!state?.entries.length && <p>尚无自选资产；请在证券工作台添加。</p>}
+    {!state?.entries.length && <p>{available && !state ? '正在读取自选资产…' : available ? '尚无自选资产；请在证券工作台添加。' : '连接就绪后显示自选资产。'}</p>}
     {error && <StateNotice kind="warning">{error}</StateNotice>}
   </section>;
 }

apps/desktop/src/renderer/ProviderPanel.tsx

@@ -4,14 +4,14 @@ import type { CapabilityView, ProviderConfiguration, ProviderCredentials, Provid
 const names = { longbridge: 'Longbridge 行情', 'longbridge-account': 'Longbridge 只读账户', massive: 'Massive 美股' };
 const states = { unverified: '未验证', simulated: '模拟通过', real: '真实查询通过', restricted: '权限受限', failed: '失败' };
 
-function ProviderEditor({ profile, refresh }: { profile: ProviderProfile; refresh: () => Promise<void> }) {
+function ProviderEditor({ profile, refresh, onChanged }: { profile: ProviderProfile; onChanged?: () => void; refresh: () => Promise<void> }) {
   const [config, setConfig] = useState<ProviderConfiguration>({ enabled: profile.enabled, region: profile.region,
     timeout_seconds: profile.timeout_seconds, cache_ttl_seconds: profile.cache_ttl_seconds, timeliness: profile.timeliness, cli_path: profile.cli_path });
   const [secrets, setSecrets] = useState<ProviderCredentials>({});
   const [busy, setBusy] = useState(false), [notice, setNotice] = useState('');
   async function action(work: () => Promise<unknown>) {
     setBusy(true); setNotice('');
-    try { await work(); await refresh(); setNotice('已保存当前操作。'); }
+    try { await work(); onChanged?.(); await refresh(); setNotice('已保存当前操作。'); }
     catch { setNotice('操作失败，请检查配置或系统凭证存储。'); }
     finally { setSecrets({}); setBusy(false); }
   }
@@ -40,7 +40,7 @@ function ProviderEditor({ profile, refresh }: { profile: ProviderProfile; refres
   </section>;
 }
 
-export function ProviderPanel({ available }: { available: boolean }) {
+export function ProviderPanel({ available, onConfigurationChange }: { available: boolean; onConfigurationChange?: (provider: ProviderId) => void }) {
   const [provider, setProvider] = useState<ProviderId>('longbridge');
   const [profiles, setProfiles] = useState<ProviderProfile[]>([]), [caps, setCaps] = useState<CapabilityView[]>([]);
   const [capability, setCapability] = useState<ReadQuery['capability']>('market.quote');
@@ -74,7 +74,7 @@ export function ProviderPanel({ available }: { available: boolean }) {
     <h2>数据与只读账户</h2>
     <p>默认使用自主编写的模拟数据。真实模式失败会直接显示错误；此入口不提供下单功能。现有会话行情工具仍使用模拟数据。</p>
     <label>数据提供商<select aria-label="数据提供商" disabled={!available || busy} value={provider} onChange={e => { clear(); const p = e.target.value as ProviderId; setProvider(p); setCapability(p === 'longbridge-account' ? 'account.positions' : 'market.quote'); }}>{Object.entries(names).map(([p, name]) => <option key={p} value={p}>{name}</option>)}</select></label>
-    {selected && <ProviderEditor key={`${provider}-${selected.revision}-${selected.configured}`} profile={selected} refresh={async () => { clear(); await refresh(); }} />}
+    {selected && <ProviderEditor key={`${provider}-${selected.revision}-${selected.configured}`} profile={selected} onChanged={() => onConfigurationChange?.(provider)} refresh={async () => { clear(); await refresh(); }} />}
     <section className="connection">
       <h3>只读查询验收</h3>
       <label>查询模式<select aria-label="查询模式" disabled={busy} value={mode} onChange={e => { clear(); setMode(e.target.value as 'simulated' | 'real'); }}><option value="simulated">模拟响应（不请求服务商）</option><option value="real">真实查询（需要本机凭证与权限）</option></select></label>