feat(factors): 因子生命周期状态下发 + 发现页三视图重构 (批量/单因子/挖掘)

- 因子注册表按 id 合并下发完整生命周期 status (draft/active/watch/retired),
  registry 的 stability 降为其二元投影; asset_type 过滤适用资产
- FactorDiscovery 重构为 批量/单因子/挖掘 三视图 (MiningWorkbench),
  标的列表解析兼容中英文逗号/分号/顿号/空白分隔
- FactorLibrary/FactorEditor/回测页配套调整

Signed-off-by: shy3130 <shy3130@qq.com>

backend/app/api/factors.py

@@ -1,25 +1,39 @@
 """因子注册表 API — 因子库 (P1) + 公式校验/试算 (P2) + 自定义/复合因子 CRUD (P3)。"""
 from __future__ import annotations
 
-from datetime import date, timedelta
+import contextlib
+import json
+from collections.abc import Iterator
+from datetime import timedelta
 
 import polars as pl
 from fastapi import APIRouter, HTTPException, Query, Request
 from pydantic import BaseModel, Field
 
-from app.market_time import cn_today
-
 from app.factors import store
 from app.factors.dsl import FACTOR_COLUMN, compile_formula
 from app.factors.registry import all_factors, unregister_factor
+from app.market_time import cn_today
 
 router = APIRouter(prefix="/api/factors", tags=["factors"])
 
 
 @router.get("")
-def list_factors(asset_type: str | None = Query(default=None, pattern="^(stock|etf)$")) -> dict:
-    """注册表因子列表; asset_type 过滤适用资产 (财务因子仅股票)。"""
+def list_factors(request: Request, asset_type: str | None = Query(default=None, pattern="^(stock|etf)$")) -> dict:
+    """注册表因子列表; asset_type 过滤适用资产 (财务因子仅股票)。
+
+    附带生命周期 status (draft/active/watch/retired, 仅盘上定义的自定义/复合
+    因子有): registry 的 stability 是 status 的二元投影 (active→stable, 其余
+    →experimental), 管理界面需要完整状态, 在此按 id 合并下发。
+    """
     specs = all_factors(asset_type=asset_type)
+    status_by_id: dict[str, str] = {}
+    # 数据目录不可用时退化为不带 status — 内置因子列表不因此不可用
+    with contextlib.suppress(HTTPException):
+        status_by_id = {
+            str(definition.get("id")): str(definition.get("status", "draft"))
+            for definition in store.load_all(_data_dir(request))
+        }
     return {
         "factors": [
             {
@@ -35,6 +49,7 @@ def list_factors(asset_type: str | None = Query(default=None, pattern="^(stock|e
                 "pit": spec.pit,
                 "asset_types": sorted(spec.asset_types),
                 "stability": spec.stability,
+                "status": status_by_id.get(spec.id),
                 "scale_free": spec.scale_free,
                 "dependencies": sorted(spec.dependencies),
             }
@@ -357,6 +372,33 @@ def update_custom_factor(factor_id: str, req: CustomFactorUpdateRequest, request
     return {"ok": True, "id": factor_id, "version": target["version"], "status": target["status"]}
 
 
+def _iter_json_strings(node) -> Iterator[str]:
+    """递归产出 JSON 树中的所有字符串键与值 (用于精确等值匹配)。"""
+    if isinstance(node, str):
+        yield node
+    elif isinstance(node, dict):
+        for key, value in node.items():
+            yield key
+            yield from _iter_json_strings(value)
+    elif isinstance(node, list):
+        for item in node:
+            yield from _iter_json_strings(item)
+
+
+def _strategy_references_factor(text: str, factor_id: str) -> bool:
+    """策略 JSON 是否引用该因子 — 解析后对字符串键值精确等值匹配。
+
+    历史实现为子串包含 (`factor_id in text`), id 互为前缀时误报
+    (删 uf_a 被 uf_ab 的引用挡住), 把无害删除逼成危险的强删路径。
+    JSON 损坏时回退子串匹配 (fail-closed: 宁可误拒不可漏放)。
+    """
+    try:
+        parsed = json.loads(text)
+    except ValueError:
+        return factor_id in text
+    return any(value == factor_id for value in _iter_json_strings(parsed))
+
+
 def _find_references(data_dir, factor_id: str) -> list[str]:
     """扫描策略与复合因子定义中的引用 (删除前 fail-closed 检查)。"""
     references: list[str] = []
@@ -365,10 +407,10 @@ def _find_references(data_dir, factor_id: str) -> list[str]:
         for file in strategies_dir.glob("*.json"):
             try:
                 text = file.read_text(encoding="utf-8")
-                if factor_id in text:
-                    references.append(f"strategies/{file.name}")
             except OSError:
                 continue
+            if _strategy_references_factor(text, factor_id):
+                references.append(f"strategies/{file.name}")
     for definition in store.load_all(data_dir):
         if str(definition.get("id")) == factor_id:
             continue

backend/app/backtest/worker.py

@@ -197,6 +197,11 @@ def _worker_entry(task: dict[str, Any], event_queue, cancel_event) -> None:
         from app.factors.store import load_into_registry
 
         load_into_registry(data_dir)
+        # 扩展数据因子 (ext_) 与 uf_/cf_ 同理只在主进程注册; 不同步时挖掘
+        # 请求携带的 ext 因子会因注册表缺失被拒 (unknown mining factors)。
+        from app.factors.ext_factors import ensure_synced
+
+        ensure_synced(data_dir)
         strategy_engine = StrategyEngine(
             strategy_dirs=_strategy_dirs(data_dir),
             override_loader=lambda sid: strategy_config.load_override(data_dir, sid),

backend/tests/test_ext_factors.py

@@ -484,3 +484,37 @@ def test_cjk_string_field_end_to_end(data_dir):
     assert col in frame.columns
     out = custom_signals.inject(frame, custom_signals.build_expressions([sig]))
     assert out["csg_robot"].to_list() == [True]
+
+
+# ── worker 子进程注册表同步 (线上回归) ────────────────────
+
+def test_mining_worker_registry_must_include_ext_factors(data_dir):
+    """回归: 挖掘 worker 只 load_into_registry (uf_/cf_) 时注册表缺 ext 因子,
+    _decode_runtime_request 直接报 unknown mining factors (线上实测)。
+
+    worker 入口在 load_into_registry 后必须再 ensure_synced; 这里锁定两个状态
+    的 factor_columns_view 差异, 防止未来把 ensure_synced 从 worker 里删掉。
+    """
+    from app.backtest.mining_runtime import _decode_runtime_request
+    from app.factors.registry import factor_columns_view
+    from app.factors.store import load_into_registry
+
+    # 配置 id 本身带 ext_ 前缀 → 列名双前缀 (与线上报错的 id 形态一致)
+    _mk_config(data_dir, cid="ext_auction")
+    col = ext_factors.ext_column_name("ext_auction", "hot")
+    assert col == "ext_ext_auction_hot"
+
+    # 旧 worker 行为: 只加载 uf_/cf_ → 校验拒绝
+    load_into_registry(data_dir)
+    assert col not in {item["id"] for item in factor_columns_view()}
+    payload = {"run_id": "r1", "request": {"factor_names": [col]}}
+    with pytest.raises(ValueError, match="unknown mining factors"):
+        _decode_runtime_request(payload, data_dir, strategy_engine=None)
+
+    # 修复后的 worker 行为: 同步 ext 因子 → 校验放行 (后续解码错误不算失败)
+    ext_factors.ensure_synced(data_dir)
+    assert col in {item["id"] for item in factor_columns_view()}
+    try:
+        _decode_runtime_request(payload, data_dir, strategy_engine=None)
+    except ValueError as exc:
+        assert "unknown mining factors" not in str(exc)

backend/tests/test_factor_api.py

@@ -334,3 +334,42 @@ def test_delete_with_strategy_reference_requires_force(tmp_path, cleanup_registr
     assert forced.status_code == 200
     assert forced.json()["removed_references"] == ["strategies/my_strategy.json"]
     assert get_factor("uf_strat_ref") is None
+
+
+def test_list_factors_exposes_lifecycle_status(tmp_path, cleanup_registry):
+    """列表接口须下发完整生命周期 status (draft/active/watch/retired)。
+
+    stability 只是 status 的二元投影 (active→stable, 其余→experimental),
+    管理界面的状态列/筛选靠完整 status; 内置因子无盘上定义, status 为 null。
+    """
+    import json as _json
+    from types import SimpleNamespace
+
+    from app.factors import store as factor_store
+
+    definition = {
+        "id": "uf_status_probe", "kind": "custom", "label": "状态探针",
+        "group": "自定义", "formula": "rank(-ts_sum(change_pct, 5))",
+        "description": "", "direction": "none", "version": 1, "status": "watch",
+        "created_at": factor_store._now(), "updated_at": factor_store._now(),
+    }
+    factor_store.register_definition(definition)
+    cleanup_registry.add("uf_status_probe")
+    factor_dir = tmp_path / "user_data" / "custom_factors"
+    factor_dir.mkdir(parents=True)
+    (factor_dir / "uf_status_probe.json").write_text(
+        _json.dumps(definition, ensure_ascii=False), encoding="utf-8",
+    )
+
+    app = FastAPI()
+    app.include_router(router)
+    app.state.repo = SimpleNamespace(store=SimpleNamespace(data_dir=tmp_path))
+    client = TestClient(app)
+
+    payload = client.get("/api/factors").json()
+    probe = next(item for item in payload["factors"] if item["id"] == "uf_status_probe")
+    assert probe["status"] == "watch"
+    assert probe["stability"] == "experimental"  # 二元投影保留, 向后兼容
+
+    builtin = next(item for item in payload["factors"] if item["kind"] == "base")
+    assert builtin["status"] is None

backend/tests/test_factor_delete_fail_closed.py

@@ -78,3 +78,58 @@ def test_delete_missing_factor_returns_404(env):
     response = client.delete("/api/factors/custom/uf_not_there_at_all")
 
     assert response.status_code == 404
+
+
+# ── 引用检查按 JSON 精确匹配 (不按子串) ─────────────────────
+
+
+def test_delete_ignores_prefix_id_references(env, tmp_path):
+    """策略引用的是更长的前缀 id (uf_..._v2) 时, 不得挡住本因子的删除。
+
+    历史子串实现会把这类删除误判为「有引用」, 逼用户走危险的强删路径。
+    """
+    client, factor_path = env
+    (tmp_path / "strategies" / "s1.json").unlink()  # env 自带的精确引用, 本组用例不需要
+    (tmp_path / "strategies" / "s_prefix.json").write_text(
+        json.dumps({"id": "s_prefix", "factors": [f"{FACTOR_ID}_v2"]}, ensure_ascii=False),
+        encoding="utf-8",
+    )
+
+    response = client.delete(f"/api/factors/custom/{FACTOR_ID}")
+
+    assert response.status_code == 200
+    assert response.json()["removed_references"] == []
+    assert not factor_path.exists()
+
+
+def test_delete_counts_exact_reference_anywhere_in_json(env, tmp_path):
+    """精确引用无论出现在哪个字段 (含嵌套) 都要命中。"""
+    client, _ = env
+    (tmp_path / "strategies" / "s1.json").unlink()
+    (tmp_path / "strategies" / "s_nested.json").write_text(
+        json.dumps(
+            {"id": "s_nested", "rules": [{"factor": FACTOR_ID, "weight": 1.0}]},
+            ensure_ascii=False,
+        ),
+        encoding="utf-8",
+    )
+
+    response = client.delete(f"/api/factors/custom/{FACTOR_ID}")
+
+    assert response.status_code == 409
+    assert response.json()["detail"]["references"] == ["strategies/s_nested.json"]
+
+
+def test_delete_malformed_strategy_json_falls_back_to_substring(env, tmp_path):
+    """策略 JSON 损坏时回退子串匹配 — fail-closed, 宁可误拒不可漏放。"""
+    client, _ = env
+    (tmp_path / "strategies" / "s1.json").unlink()
+    (tmp_path / "strategies" / "s_broken.json").write_text(
+        '{"id": "s_broken", "factors": [' + FACTOR_ID,  # 截断的非法 JSON
+        encoding="utf-8",
+    )
+
+    response = client.delete(f"/api/factors/custom/{FACTOR_ID}")
+
+    assert response.status_code == 409
+    assert response.json()["detail"]["references"] == ["strategies/s_broken.json"]

backend/uv.lock

@@ -1,12 +1,12 @@
 version = 1
-revision = 3
+revision = 5
 requires-python = ">=3.11"
 resolution-markers = [
     "python_full_version >= '3.15' and sys_platform == 'win32'",
-    "python_full_version == '3.14.*' and sys_platform == 'win32'",
     "python_full_version >= '3.15' and sys_platform == 'emscripten'",
-    "python_full_version == '3.14.*' and sys_platform == 'emscripten'",
     "python_full_version >= '3.15' and sys_platform != 'emscripten' and sys_platform != 'win32'",
+    "python_full_version == '3.14.*' and sys_platform == 'win32'",
+    "python_full_version == '3.14.*' and sys_platform == 'emscripten'",
     "python_full_version == '3.14.*' and sys_platform != 'emscripten' and sys_platform != 'win32'",
     "python_full_version < '3.14' and sys_platform == 'win32'",
     "python_full_version < '3.14' and sys_platform == 'emscripten'",
@@ -128,7 +128,7 @@ name = "cffi"
 version = "2.0.0"
 source = { registry = "https://pypi.org/simple" }
 dependencies = [
-    { name = "pycparser", marker = "implementation_name != 'PyPy' and sys_platform == 'win32'" },
+    { name = "pycparser", marker = "implementation_name != 'PyPy'" },
 ]
 sdist = { url = "https://files.pythonhosted.org/packages/eb/56/b1ba7935a17738ae8453301356628e8147c79dbb825bcbc73dc7401f9846/cffi-2.0.0.tar.gz", hash = "sha256:44d1b5909021139fe36001ae048dbdde8214afa20200eda0f64c068cac5d5529", size = 523588, upload-time = "2025-09-08T23:24:04.541Z" }
 wheels = [
@@ -255,7 +255,7 @@ name = "clr-loader"
 version = "0.3.1"
 source = { registry = "https://pypi.org/simple" }
 dependencies = [
-    { name = "cffi", marker = "sys_platform == 'win32'" },
+    { name = "cffi" },
 ]
 sdist = { url = "https://files.pythonhosted.org/packages/e4/46/7eea92b6aa2d68af78e049cbecec5f757f1aad44ecdecdc16bbad7eead51/clr_loader-0.3.1.tar.gz", hash = "sha256:2e073e9aaf49d1ae2f56ecba27987ad5fb68be4bcd9dd34a5bed8f0e4e128366", size = 86805, upload-time = "2026-04-18T17:49:44.287Z" }
 wheels = [
@@ -1395,7 +1395,7 @@ name = "pexpect"
 version = "4.9.0"
 source = { registry = "https://pypi.org/simple" }
 dependencies = [
-    { name = "ptyprocess", marker = "sys_platform != 'emscripten' and sys_platform != 'win32'" },
+    { name = "ptyprocess" },
 ]
 sdist = { url = "https://files.pythonhosted.org/packages/42/92/cc564bf6381ff43ce1f4d06852fc19a2f11d180f23dc32d9588bee2f149d/pexpect-4.9.0.tar.gz", hash = "sha256:ee7d41123f3c9911050ea2c2dac107568dc43b2d3b0c7557a33212c398ead30f", size = 166450, upload-time = "2023-11-25T09:07:26.339Z" }
 wheels = [
@@ -1862,7 +1862,7 @@ name = "pyobjc-framework-cocoa"
 version = "12.2.1"
 source = { registry = "https://pypi.org/simple" }
 dependencies = [
-    { name = "pyobjc-core", marker = "sys_platform != 'emscripten' and sys_platform != 'win32'" },
+    { name = "pyobjc-core" },
 ]
 sdist = { url = "https://files.pythonhosted.org/packages/51/34/fbe38a204643aa4e1b91391cdce07a34da565a69171ebcad08de7438a556/pyobjc_framework_cocoa-12.2.1.tar.gz", hash = "sha256:b94b37fe5730e5ae1fb0052912cd174e6ec329b0bfba4a012ae5db1014b5864b", size = 3125751, upload-time = "2026-06-19T16:20:05.159Z" }
 wheels = [
@@ -1881,8 +1881,8 @@ name = "pyobjc-framework-quartz"
 version = "12.2.1"
 source = { registry = "https://pypi.org/simple" }
 dependencies = [
-    { name = "pyobjc-core", marker = "sys_platform != 'emscripten' and sys_platform != 'win32'" },
-    { name = "pyobjc-framework-cocoa", marker = "sys_platform != 'emscripten' and sys_platform != 'win32'" },
+    { name = "pyobjc-core" },
+    { name = "pyobjc-framework-cocoa" },
 ]
 sdist = { url = "https://files.pythonhosted.org/packages/3b/f6/2a8b84dbf1fe7c04dd96ea73d991678d4e09a909f51971ecc51629bb2ab4/pyobjc_framework_quartz-12.2.1.tar.gz", hash = "sha256:b3b8b6f71e66147f8ff9e6213864cc8527e3a0b1ee90835b93ce221f4802d9b0", size = 3215521, upload-time = "2026-06-19T16:21:30.199Z" }
 wheels = [
@@ -1901,8 +1901,8 @@ name = "pyobjc-framework-security"
 version = "12.2.1"
 source = { registry = "https://pypi.org/simple" }
 dependencies = [
-    { name = "pyobjc-core", marker = "sys_platform != 'emscripten' and sys_platform != 'win32'" },
-    { name = "pyobjc-framework-cocoa", marker = "sys_platform != 'emscripten' and sys_platform != 'win32'" },
+    { name = "pyobjc-core" },
+    { name = "pyobjc-framework-cocoa" },
 ]
 sdist = { url = "https://files.pythonhosted.org/packages/44/b8/4267b802d8dba6de468e7d0765b05cc4e146fa376ed9f55e0b6461016bef/pyobjc_framework_security-12.2.1.tar.gz", hash = "sha256:d7831b1537f4346892e7f2f0e2b09d79bee98919b0767f4061278d0e03028f2d", size = 181065, upload-time = "2026-06-19T16:21:40.151Z" }
 wheels = [
@@ -1921,8 +1921,8 @@ name = "pyobjc-framework-uniformtypeidentifiers"
 version = "12.2.1"
 source = { registry = "https://pypi.org/simple" }
 dependencies = [
-    { name = "pyobjc-core", marker = "sys_platform != 'emscripten' and sys_platform != 'win32'" },
-    { name = "pyobjc-framework-cocoa", marker = "sys_platform != 'emscripten' and sys_platform != 'win32'" },
+    { name = "pyobjc-core" },
+    { name = "pyobjc-framework-cocoa" },
 ]
 sdist = { url = "https://files.pythonhosted.org/packages/74/a1/108fa1e5a3dd8aff626f98fb97de370323b290404b04ffa2ef9420665ed3/pyobjc_framework_uniformtypeidentifiers-12.2.1.tar.gz", hash = "sha256:1fb89d13aa3c2df8e6d6536f6df3493fe5a6caefd2a5adebf17c5af3b29ed4a2", size = 20679, upload-time = "2026-06-19T16:21:55.739Z" }
 wheels = [
@@ -1934,8 +1934,8 @@ name = "pyobjc-framework-webkit"
 version = "12.2.1"
 source = { registry = "https://pypi.org/simple" }
 dependencies = [
-    { name = "pyobjc-core", marker = "sys_platform != 'emscripten' and sys_platform != 'win32'" },
-    { name = "pyobjc-framework-cocoa", marker = "sys_platform != 'emscripten' and sys_platform != 'win32'" },
+    { name = "pyobjc-core" },
+    { name = "pyobjc-framework-cocoa" },
 ]
 sdist = { url = "https://files.pythonhosted.org/packages/11/d2/b230c594f70ecb970b4cef67bae2648d1bfa5b381e9b7e3710bf24ec8887/pyobjc_framework_webkit-12.2.1.tar.gz", hash = "sha256:a56acae55b50d549b20dff2921ad1099add8fbc377d0de09ddc2ba50957f7def", size = 332374, upload-time = "2026-06-19T16:22:01.988Z" }
 wheels = [
@@ -2044,7 +2044,7 @@ name = "pythonnet"
 version = "3.1.0"
 source = { registry = "https://pypi.org/simple" }
 dependencies = [
-    { name = "clr-loader", marker = "sys_platform == 'win32'" },
+    { name = "clr-loader" },
 ]
 sdist = { url = "https://files.pythonhosted.org/packages/05/57/da1992e44663b71365c6e842c8d7fa453d4ec45fb99a68cfee5b7e944d3c/pythonnet-3.1.0.tar.gz", hash = "sha256:7b34c382905d10a371509ffafd64cae0416305c28817738a9cd138336f4e9991", size = 250599, upload-time = "2026-05-23T20:30:21.578Z" }
 wheels = [
@@ -2143,7 +2143,7 @@ name = "qtpy"
 version = "2.4.3"
 source = { registry = "https://pypi.org/simple" }
 dependencies = [
-    { name = "packaging", marker = "sys_platform != 'emscripten' and sys_platform != 'win32'" },
+    { name = "packaging" },
 ]
 sdist = { url = "https://files.pythonhosted.org/packages/70/01/392eba83c8e47b946b929d7c46e0f04b35e9671f8bb6fc36b6f7945b4de8/qtpy-2.4.3.tar.gz", hash = "sha256:db744f7832e6d3da90568ba6ccbca3ee2b3b4a890c3d6fbbc63142f6e4cdf5bb", size = 66982, upload-time = "2025-02-11T15:09:25.759Z" }
 wheels = [
@@ -2579,7 +2579,7 @@ requires-dist = [
     { name = "httpx", specifier = ">=0.27" },
     { name = "mypy", marker = "extra == 'dev'", specifier = ">=1.10" },
     { name = "numba", marker = "platform_machine != 'x86_64' or sys_platform != 'darwin'", specifier = ">=0.65.1" },
-    { name = "openai", specifier = ">=1.40" },
+    { name = "openai", specifier = ">=1.66" },
     { name = "pandas", specifier = ">=2.2" },
     { name = "pillow", specifier = ">=10.0" },
     { name = "platformdirs", specifier = ">=4.0" },

frontend/src/pages/Factors.tsx

@@ -1,48 +1,78 @@
+/**
+ * 因子页 — 按任务组织的三视图: 发现 (检验+挖掘) / 创建 (公式+组合) / 因子库 (管理)。
+ *
+ * 历史 5 平级 tab (检验/因子库/编辑器/组合/挖掘) 是三种任务被摊开: 评估类散在
+ * 两处、创建类散在两处。收敛后子视图各自有分段切换, 旧 tab 参数经 LEGACY_TABS
+ * 映射继续工作 (router 的 /mining 与回测页重定向不受影响)。
+ */
 import { useState } from 'react'
 import { useNavigate, useSearchParams } from 'react-router-dom'
-import { BookmarkCheck, Combine, LibrarySquare, PenLine, Pickaxe, Sigma } from 'lucide-react'
+import { BookmarkCheck, FlaskConical, LibrarySquare, Search } from 'lucide-react'
 import { PageHeader } from '@/components/PageHeader'
 import { FactorDiscovery } from './backtest/FactorDiscovery'
 import { FactorComposite } from './factors/FactorComposite'
 import { FactorEditor } from './factors/FactorEditor'
 import { FactorLibrary } from './factors/FactorLibrary'
-import { MiningWorkbench } from './backtest/MiningWorkbench'
 import { ResearchCandidatesDialog } from './backtest/ResearchCandidatesDialog'
 
-type Tab = 'inspect' | 'library' | 'editor' | 'composite' | 'mining'
+type Tab = 'discover' | 'create' | 'library'
+type CreateMode = 'editor' | 'composite'
 
-const TABS: Record<Tab, { title: string; icon: typeof Sigma }> = {
-  inspect: { title: '检验', icon: Sigma },
-  library: { title: '因子库', icon: LibrarySquare },
-  editor: { title: '编辑器', icon: PenLine },
-  composite: { title: '组合', icon: Combine },
-  mining: { title: '挖掘', icon: Pickaxe },
+const TABS: Record<Tab, { title: string; icon: typeof Search; subtitle: string }> = {
+  discover: { title: '发现', icon: Search, subtitle: '批量检验与挖掘: 哪些特征历史上与涨跌相关' },
+  create: { title: '创建', icon: FlaskConical, subtitle: '写公式定义因子, 或勾选现有因子组合' },
+  library: { title: '因子库', icon: LibrarySquare, subtitle: '因子注册表目录与生命周期管理' },
 }
 
+// 旧五 tab → 新三 tab; view/mode 让旧深链 (如 tab=mining&run=xx) 落到正确子视图
+const LEGACY_TABS: Record<string, { tab: Tab; view?: string; mode?: CreateMode }> = {
+  inspect: { tab: 'discover' },
+  mining: { tab: 'discover', view: 'mining' },
+  editor: { tab: 'create', mode: 'editor' },
+  composite: { tab: 'create', mode: 'composite' },
+  library: { tab: 'library' },
+}
+
+const CREATE_MODES: { id: CreateMode; label: string }[] = [
+  { id: 'editor', label: '公式编辑器' },
+  { id: 'composite', label: '因子组合' },
+]
+
 export function Factors() {
   const [searchParams, setSearchParams] = useSearchParams()
   const [candidatesOpen, setCandidatesOpen] = useState(false)
   const navigate = useNavigate()
 
   const requestedTab = searchParams.get('tab')
-  const activeTab: Tab = requestedTab === 'library' || requestedTab === 'editor' || requestedTab === 'composite' || requestedTab === 'mining'
-    ? requestedTab
-    : 'inspect'
-  const focusFactor = activeTab === 'inspect' ? searchParams.get('focus') ?? '' : ''
+  const legacy = requestedTab ? LEGACY_TABS[requestedTab] : undefined
+  const activeTab: Tab = requestedTab && requestedTab in TABS
+    ? requestedTab as Tab
+    : legacy?.tab ?? 'discover'
+  const requestedView = searchParams.get('view') ?? legacy?.view
+  const discoverView = requestedView === 'single' || requestedView === 'mining' ? requestedView : 'batch'
+  const requestedMode = (searchParams.get('mode') ?? legacy?.mode) as CreateMode | null
+  const createMode: CreateMode = requestedMode === 'composite' ? 'composite' : 'editor'
+  const focusFactor = activeTab === 'discover' ? searchParams.get('focus') ?? '' : ''
+  const editId = searchParams.get('edit') ?? ''
+
+  const patchParams = (patch: Record<string, string | null>) => {
+    const next = new URLSearchParams(searchParams)
+    for (const [key, value] of Object.entries(patch)) {
+      if (value == null) next.delete(key)
+      else next.set(key, value)
+    }
+    setSearchParams(next, { replace: true })
+  }
 
   const changeTab = (tab: Tab) => {
-    const next = new URLSearchParams(searchParams)
-    next.set('tab', tab)
-    next.delete('focus') // 切 tab 清除单因子聚焦
-    next.delete('edit') // 切 tab 清除编辑器载入目标
-    setSearchParams(next, { replace: true })
+    patchParams({ tab, focus: null, edit: null, view: null, mode: null })
   }
 
   return (
     <div className="flex min-h-full flex-col bg-base xl:h-full">
       <PageHeader
         title="因子"
-        subtitle={<span className="hidden md:inline">{activeTab === 'library' ? '因子注册表目录' : activeTab === 'mining' ? '嵌套样本外因子与策略挖掘' : '因子研究与检验'}</span>}
+        subtitle={<span className="hidden md:inline">{TABS[activeTab].subtitle}</span>}
         className="shrink-0 flex-wrap gap-x-4 gap-y-2 bg-base/95 px-3 lg:flex-nowrap lg:px-5"
         right={(
           <div className="flex w-full min-w-0 items-center gap-1.5 sm:gap-2 lg:w-auto">
@@ -69,12 +99,12 @@ export function Factors() {
                       type="button"
                       onClick={() => changeTab(tab)}
                       aria-current={active ? 'page' : undefined}
-                      className={`inline-flex h-7 items-center gap-1 rounded-[5px] px-1.5 text-[11px] font-medium transition-colors sm:gap-1.5 sm:px-2.5 sm:text-xs ${active
+                      className={`inline-flex h-7 items-center gap-1 rounded-[5px] px-2.5 text-xs font-medium transition-colors ${active
                         ? 'bg-accent text-white shadow-sm'
                         : 'text-secondary hover:bg-elevated hover:text-foreground'
                       }`}
                     >
-                      <Icon className="hidden h-3.5 w-3.5 sm:block" />
+                      <Icon className="h-3.5 w-3.5" />
                       {mode.title}
                     </button>
                   )
@@ -86,28 +116,50 @@ export function Factors() {
       />
 
       <main className="min-h-0 flex-1 px-3 pb-3 pt-3 lg:px-4 lg:pb-4 xl:overflow-hidden">
-        {activeTab === 'inspect' && <FactorDiscovery focusFactor={focusFactor} />}
-        {activeTab === 'editor' && <FactorEditor key={searchParams.get('edit') ?? ''} editId={searchParams.get('edit') ?? ''} />}
-        {activeTab === 'composite' && <FactorComposite />}
-        {activeTab === 'mining' && (
-          <div className="h-full min-h-0 xl:overflow-y-auto">
-            <MiningWorkbench />
+        {activeTab === 'discover' && (
+          <FactorDiscovery focusFactor={focusFactor} initialView={discoverView} />
+        )}
+        {activeTab === 'create' && (
+          <div className="flex h-full min-h-0 flex-col gap-3">
+            <div className="flex shrink-0 items-center px-1">
+              <div className="inline-flex rounded-btn border border-border bg-surface/80 p-0.5">
+                {CREATE_MODES.map(({ id, label }) => (
+                  <button
+                    key={id}
+                    type="button"
+                    onClick={() => patchParams({ mode: id, edit: null })}
+                    aria-current={createMode === id ? 'true' : undefined}
+                    className={`inline-flex h-7 items-center gap-1.5 rounded-[5px] px-3 text-xs font-medium transition-colors ${createMode === id
+                      ? 'bg-accent text-white shadow-sm'
+                      : 'text-secondary hover:bg-elevated hover:text-foreground'
+                    }`}
+                  >
+                    {label}
+                  </button>
+                ))}
+              </div>
+              {createMode === 'editor' && editId && (
+                <button
+                  type="button"
+                  onClick={() => patchParams({ edit: null })}
+                  className="ml-2 inline-flex items-center gap-1 rounded-btn px-2 py-1 text-[11px] text-muted transition-colors hover:bg-elevated hover:text-foreground"
+                  title="退出编辑, 回到新建"
+                >
+                  ← 新建因子
+                </button>
+              )}
+            </div>
+            <div className="min-h-0 flex-1">
+              {createMode === 'editor'
+                ? <FactorEditor key={editId} editId={editId} />
+                : <FactorComposite />}
+            </div>
           </div>
         )}
         {activeTab === 'library' && (
           <FactorLibrary
-            onInspect={factorId => {
-              const next = new URLSearchParams(searchParams)
-              next.set('tab', 'inspect')
-              next.set('focus', factorId)
-              setSearchParams(next)
-            }}
-            onEdit={factorId => {
-              const next = new URLSearchParams(searchParams)
-              next.set('tab', 'editor')
-              next.set('edit', factorId)
-              setSearchParams(next)
-            }}
+            onInspect={factorId => patchParams({ tab: 'discover', view: 'batch', focus: factorId, edit: null, mode: null })}
+            onEdit={factorId => patchParams({ tab: 'create', mode: 'editor', edit: factorId, focus: null, view: null })}
           />
         )}
       </main>

frontend/src/pages/backtest/AutoMiningDialog.tsx

@@ -94,9 +94,9 @@ export function AutoMiningDialog({
       start: start || null,
       end: end || null,
     })
-    toast('已提交自动挖掘：正在后台筛选因子，可离开本页，进度见「挖掘」页', 'success')
+    toast('已提交自动挖掘：正在后台筛选因子，可离开本页，进度见「发现 · 挖掘工作台」', 'success')
     onClose()
-    navigate('/factors?tab=mining')
+    navigate('/factors?tab=discover&view=mining')
   }
 
   return (

frontend/src/pages/backtest/FactorBacktest.tsx

@@ -1,4 +1,4 @@
-import { useState, useMemo } from 'react'
+import { useEffect, useMemo, useRef, useState } from 'react'
 import { useQuery, useMutation, useQueryClient } from '@tanstack/react-query'
 import { motion } from 'framer-motion'
 import { Play, BarChart3, BookmarkPlus, Clock } from 'lucide-react'
@@ -83,7 +83,7 @@ function LoadingPanel({ symbolsText }: { symbolsText: string }) {
   )
 }
 
-export function FactorBacktest({ initialFactorName = 'momentum_20d' }: { initialFactorName?: string }) {
+export function FactorBacktest({ initialFactorName = 'momentum_20d', autoRun = false }: { initialFactorName?: string; autoRun?: boolean }) {
   const queryClient = useQueryClient()
   const [factorName, setFactorName] = useState(initialFactorName)
   const [symbols, setSymbols] = useState('')
@@ -127,7 +127,7 @@ export function FactorBacktest({ initialFactorName = 'momentum_20d' }: { initial
       api.factorRun({
         factor_name: factorName,
         asset_type: assetType,
-        symbols: symbols ? symbols.split(',').map(s => s.trim()).filter(Boolean) : null,
+        symbols: symbols ? symbols.split(/[,，;；、\s]+/).map(s => s.trim()).filter(Boolean) : null,
         start: start || null,
         end: end || undefined,
         n_groups: nGroups,
@@ -145,6 +145,15 @@ export function FactorBacktest({ initialFactorName = 'momentum_20d' }: { initial
     },
   })
 
+  // 详情面板等嵌入场景: 挂载即自动运行一次 (默认手动, 页面行为不变)
+  const autoRunRef = useRef(false)
+  useEffect(() => {
+    if (!autoRun || autoRunRef.current) return
+    autoRunRef.current = true
+    run.mutate()
+  // eslint-disable-next-line react-hooks/exhaustive-deps
+  }, [autoRun])
+
   const saveCandidate = useMutation({
     mutationFn: () => {
       if (!result) throw new Error('暂无因子结果')
@@ -354,7 +363,7 @@ export function FactorBacktest({ initialFactorName = 'momentum_20d' }: { initial
           <EmptyState
             icon={BarChart3}
             title="选择因子并开始分析"
-            hint="因子回测分析因子的预测能力 ( IC/IR ) 和分层收益差异。服务器建议优先使用最近3个月；长周期建议本机或 8GB 以上内存环境运行。"
+            hint="因子回测度量因子的历史有效性 ( IC/IR ) 和分层收益差异。服务器建议优先使用最近3个月；长周期建议本机或 8GB 以上内存环境运行。"
           />
         )}
 
@@ -378,7 +387,7 @@ export function FactorBacktest({ initialFactorName = 'momentum_20d' }: { initial
             {/* IC/IR 指标 */}
             <div className="rounded-card border border-border bg-surface p-4">
               <div className="flex items-center justify-between mb-3">
-                <h3 className="text-sm font-medium text-foreground">因子预测能力</h3>
+                <h3 className="text-sm font-medium text-foreground">因子历史有效性</h3>
                 <div className="flex items-center gap-2">
                   <button
                     type="button"

frontend/src/pages/factors/FactorComposite.tsx

@@ -21,6 +21,7 @@ export function FactorComposite() {
   const lib = useQuery({
     queryKey: QK.factorLibrary('all'),
     queryFn: () => api.factorLibrary(),
+    staleTime: 60_000,
   })
   const save = useMutation({
     mutationFn: () => api.factorCompositeCreate({
@@ -182,7 +183,7 @@ export function FactorComposite() {
             </div>
             <div className="text-[10px] leading-relaxed text-muted">
               注册后复合因子进入注册表（因子库可见）；在策略编辑的评分配置中直接引用即可完成研究线→交易线接入。
-              「检验」页可像普通因子一样检验组合。ICIR 自动权重模式将随 metrics 历史数据积累后开放。
+              「发现」页可像普通因子一样检验组合。ICIR 自动权重模式将随 metrics 历史数据积累后开放。
             </div>
           </>
         )}

frontend/src/pages/factors/FactorEditor.tsx

@@ -347,8 +347,8 @@ export function FactorEditor({ editId = '' }: { editId?: string }) {
                         onClick={() => insertSnippet(col.id)}
                         className={CHIP_CLS}
                       >
-                        <span className="font-mono text-accent">{col.id}</span>
-                        <span className="ml-1 font-sans text-muted">{col.label}</span>
+                        <span className="font-sans text-secondary">{col.label}</span>
+                        <span className="ml-1 font-mono text-muted/70">{col.id}</span>
                       </button>
                     ))}
                   </div>
@@ -503,7 +503,7 @@ export function FactorEditor({ editId = '' }: { editId?: string }) {
                   </div>
                 </div>
                 <div className="text-[10px] leading-relaxed text-muted">
-                  试算仅为快照预览 (无成本/分层), 完整检验请到「检验」页运行。样本内表现不代表未来。
+                  试算仅为快照预览 (无成本/分层), 完整检验请到「发现」页运行。样本内表现不代表未来。
                 </div>
 
                 {/* 注册/更新区: 试算有非空输出才可保存 (服务端同样 fail-closed 校验) */}
@@ -559,7 +559,7 @@ export function FactorEditor({ editId = '' }: { editId?: string }) {
                       {savedId && !save.isPending && (
                         <button
                           type="button"
-                          onClick={() => navigate(`/factors?tab=inspect&focus=${savedId}`)}
+                          onClick={() => navigate(`/factors?tab=discover&focus=${savedId}`)}
                           className="inline-flex h-8 shrink-0 items-center gap-1.5 whitespace-nowrap rounded-btn border border-accent/40 px-3 text-xs font-medium text-accent transition-colors hover:bg-accent/10"
                         >
                           去检验 {savedId}
@@ -569,7 +569,7 @@ export function FactorEditor({ editId = '' }: { editId?: string }) {
                     <div className="mt-1 text-[10px] text-muted">
                       {editing
                         ? '公式变化会保存为新版本并回草稿态 (需重新检验后激活); 仅改名称/分组保留当前状态。'
-                        : '保存后状态为 draft；到「检验」页跑完整检验确认有效后，在因子库中激活。'}
+                        : '保存后状态为 draft；到「发现」页跑完整检验确认有效后，在因子库中激活。'}
                     </div>
                     {savedId && savedVersion != null && (
                       <div className="mt-1 text-[10px] text-bull">已保存: {savedId} v{savedVersion}</div>

frontend/src/pages/factors/FactorLibrary.tsx

@@ -16,20 +16,34 @@ const KIND_META: Record<FactorLibraryItem['kind'], { label: string; cls: string
   custom: { label: '自定义', cls: 'bg-amber-400/10 text-amber-500' },
 }
 
+/** 生命周期状态 (仅自定义/复合因子有): 表格状态列、筛选与详情弹窗共用。 */
+const STATUS_META: Record<string, { label: string; cls: string }> = {
+  active: { label: '激活', cls: 'bg-bull/10 text-bull' },
+  watch: { label: '观察', cls: 'bg-amber-400/10 text-amber-500' },
+  draft: { label: '草稿', cls: 'bg-base text-muted' },
+  retired: { label: '退役', cls: 'bg-danger/10 text-danger/80' },
+}
+const BUILTIN_STATUS = { label: '内置', cls: 'bg-elevated/60 text-muted' }
+const statusOf = (item: FactorLibraryItem) =>
+  (item.status && STATUS_META[item.status]) || BUILTIN_STATUS
+
 export function FactorLibrary({ onInspect, onEdit }: { onInspect: (factorId: string) => void; onEdit?: (factorId: string) => void }) {
   const [query, setQuery] = useState('')
   const [kind, setKind] = useState('all')
   const [group, setGroup] = useState('all')
+  const [status, setStatus] = useState('all')
   const [detail, setDetail] = useState<FactorLibraryItem | null>(null)
 
   const lib = useQuery({
     queryKey: QK.factorLibrary('all'),
     queryFn: () => api.factorLibrary(),
+    // 注册表近乎静态 (只在保存/删除自定义因子时变化, 届时主动 invalidate), 切 tab 不再闪 loading
+    staleTime: 60_000,
   })
   const factors = lib.data?.factors ?? []
 
   const groups = useMemo(
-    () => Array.from(new Set(factors.map(item => item.group))),
+    () => Array.from(new Set(factors.map(item => item.group))).sort((a, b) => a.localeCompare(b, 'zh')),
     [factors],
   )
 
@@ -38,10 +52,28 @@ export function FactorLibrary({ onInspect, onEdit }: { onInspect: (factorId: str
     return factors.filter(item => {
       if (kind !== 'all' && item.kind !== kind) return false
       if (group !== 'all' && item.group !== group) return false
+      if (status !== 'all') {
+        if (status === 'builtin') {
+          if (item.status != null) return false
+        } else if (item.status !== status) {
+          return false
+        }
+      }
       if (keyword && !`${item.id} ${item.label} ${item.formula}`.toLowerCase().includes(keyword)) return false
       return true
     })
-  }, [factors, query, kind, group])
+  }, [factors, query, kind, group, status])
+
+  // 按分组分区展示 (粘性组标题 + 响应式卡片网格), 替代旧八列宽表
+  const grouped = useMemo(() => {
+    const map = new Map<string, FactorLibraryItem[]>()
+    for (const item of filtered) {
+      const list = map.get(item.group) ?? []
+      list.push(item)
+      map.set(item.group, list)
+    }
+    return [...map.entries()].sort(([a], [b]) => a.localeCompare(b, 'zh'))
+  }, [filtered])
 
   return (
     <div className="flex h-full min-h-0 flex-col overflow-hidden rounded-card border border-border bg-surface/80">
@@ -67,10 +99,18 @@ export function FactorLibrary({ onInspect, onEdit }: { onInspect: (factorId: str
           <option value="all">全部分组</option>
           {groups.map(name => <option key={name} value={name}>{name}</option>)}
         </select>
+        <select value={status} onChange={event => setStatus(event.target.value)} className={`${INPUT_CLS} w-24`} aria-label="生命周期状态">
+          <option value="all">全部状态</option>
+          <option value="builtin">内置</option>
+          <option value="active">激活</option>
+          <option value="watch">观察</option>
+          <option value="draft">草稿</option>
+          <option value="retired">退役</option>
+        </select>
         <span className="ml-auto text-[10px] text-muted">{lib.isLoading ? '加载中…' : `${filtered.length} / ${factors.length} 个因子`}</span>
       </div>
 
-      <div className="min-h-0 flex-1 overflow-auto">
+      <div className="min-h-0 flex-1 overflow-y-auto">
         {lib.isError && (
           <div className="m-3 rounded-btn border border-danger/30 bg-danger/10 px-3 py-2 text-sm text-danger">
             {String((lib.error as Error).message)}
@@ -82,58 +122,29 @@ export function FactorLibrary({ onInspect, onEdit }: { onInspect: (factorId: str
         {!lib.isLoading && !lib.isError && filtered.length === 0 && (
           <div className="p-6 text-center text-xs text-muted">无匹配因子</div>
         )}
-        {!lib.isLoading && filtered.length > 0 && (
-          <table className="w-full min-w-[760px] text-xs">
-            <thead className="sticky top-0 bg-elevated text-left text-[11px] text-secondary">
-              <tr>
-                <th className="px-3 py-2.5 font-medium">因子</th>
-                <th className="px-3 py-2.5 font-medium">分组</th>
-                <th className="px-3 py-2.5 font-medium">类型</th>
-                <th className="px-3 py-2.5 font-medium">公式</th>
-                <th className="px-3 py-2.5 font-medium" title="按需计算所需的最少历史交易日数">预热</th>
-                <th className="px-3 py-2.5 font-medium">适用</th>
-                <th className="w-24 px-3 py-2.5 text-right font-medium">操作</th>
-              </tr>
-            </thead>
-            <tbody>
-              {filtered.map(item => (
-                <tr
-                  key={item.id}
-                  onClick={() => setDetail(item)}
-                  className="cursor-pointer border-t border-border/70 transition-colors hover:bg-elevated/40"
-                >
-                  <td className="px-3 py-2.5">
-                    <div className="font-medium text-foreground">{item.label}</div>
-                    <div className="mt-0.5 font-mono text-[10px] text-muted">{item.id}</div>
-                  </td>
-                  <td className="px-3 py-2.5 text-secondary">{item.group}</td>
-                  <td className="px-3 py-2.5">
-                    <span className={`inline-flex rounded-btn px-1.5 py-0.5 text-[10px] font-medium ${KIND_META[item.kind].cls}`}>
-                      {KIND_META[item.kind].label}
-                    </span>
-                    {item.pit && <span className="ml-1 text-[10px] text-amber-500" title="点时数据: 仅使用公告日不晚于当日的财务数据">点时</span>}
-                  </td>
-                  <td className="max-w-[22rem] px-3 py-2.5">
-                    <span className="block truncate text-secondary" title={item.formula}>{item.formula}</span>
-                  </td>
-                  <td className="px-3 py-2.5 font-mono text-secondary">{item.warmup_bars > 1 ? `${item.warmup_bars}日` : '—'}</td>
-                  <td className="px-3 py-2.5 text-muted">
-                    {item.asset_types.includes('stock') && item.asset_types.includes('etf') ? '股票/ETF' : item.asset_types.join('/')}
-                  </td>
-                  <td className="px-3 py-2.5 text-right">
-                    <button
-                      type="button"
-                      onClick={event => { event.stopPropagation(); onInspect(item.id) }}
-                      className="inline-flex items-center gap-1 rounded-btn px-2 py-1 text-[10px] text-accent transition-colors hover:bg-accent/10"
-                      title="去检验该因子（切到检验页并只选它）"
-                    >
-                      去检验 <ArrowRight className="h-3 w-3" />
-                    </button>
-                  </td>
-                </tr>
-              ))}
-            </tbody>
-          </table>
+        {!lib.isLoading && grouped.length > 0 && (
+          <div className="space-y-4 p-3">
+            {grouped.map(([group, items]) => (
+              <section key={group}>
+                <header className="sticky top-0 z-10 -mx-3 mb-2 flex items-center gap-2 bg-surface/95 px-3 py-1.5 backdrop-blur-sm">
+                  <span className="text-xs font-semibold text-foreground">{group}</span>
+                  <span className="font-mono text-[10px] text-muted">{items.length}</span>
+                  <span className="h-px flex-1 bg-border/60" aria-hidden="true" />
+                </header>
+                <div className="grid grid-cols-1 gap-2 md:grid-cols-2 2xl:grid-cols-3">
+                  {items.map(item => (
+                    <FactorCard
+                      key={item.id}
+                      item={item}
+                      onOpen={setDetail}
+                      onInspect={onInspect}
+                      onEdit={onEdit}
+                    />
+                  ))}
+                </div>
+              </section>
+            ))}
+          </div>
         )}
       </div>
 
@@ -142,6 +153,71 @@ export function FactorLibrary({ onInspect, onEdit }: { onInspect: (factorId: str
   )
 }
 
+/** 因子卡片: 分组网格的单个因子 — 公式完整换行展示 (旧表格列被截断),
+ *  点击卡片开详情弹窗, 悬停直达 去检验/编辑。 */
+function FactorCard({
+  item,
+  onOpen,
+  onInspect,
+  onEdit,
+}: {
+  item: FactorLibraryItem
+  onOpen: (item: FactorLibraryItem) => void
+  onInspect: (factorId: string) => void
+  onEdit?: (factorId: string) => void
+}) {
+  const assetLabel = item.asset_types.includes('stock') && item.asset_types.includes('etf')
+    ? '股票/ETF'
+    : item.asset_types.join('/')
+  return (
+    <div
+      onClick={() => onOpen(item)}
+      title="点击查看完整详情"
+      className="group flex cursor-pointer flex-col gap-2 rounded-card border border-border bg-base/40 p-3 transition-colors duration-150 ease-smooth hover:border-accent/40 hover:bg-elevated/30"
+    >
+      <div className="flex min-w-0 flex-wrap items-center gap-1.5">
+        <span className="truncate text-xs font-medium text-foreground">{item.label}</span>
+        <span className={`inline-flex shrink-0 rounded-btn px-1.5 py-0.5 text-[10px] font-medium ${KIND_META[item.kind].cls}`}>
+          {KIND_META[item.kind].label}
+        </span>
+        <span className={`inline-flex shrink-0 rounded-btn px-1.5 py-0.5 text-[10px] font-medium ${statusOf(item).cls}`}>
+          {statusOf(item).label}
+        </span>
+        {item.pit && (
+          <span className="shrink-0 text-[10px] text-amber-500" title="点时数据: 仅使用公告日不晚于当日的财务数据">点时</span>
+        )}
+      </div>
+      <div className="font-mono text-[10px] text-muted">{item.id}</div>
+      <p className="break-all font-mono text-[11px] leading-relaxed text-secondary">{item.formula}</p>
+      <div className="mt-auto flex items-center justify-between gap-2 border-t border-border/50 pt-2">
+        <span className="min-w-0 truncate text-[10px] text-muted" title={`预热: ${item.warmup_bars > 1 ? `${item.warmup_bars} 个交易日` : '无需滚动窗口'} · 适用: ${assetLabel}`}>
+          {item.warmup_bars > 1 ? `预热 ${item.warmup_bars} 日` : '无预热'} · {assetLabel}
+        </span>
+        <div className="flex shrink-0 items-center gap-0.5">
+          {item.kind === 'custom' && onEdit && (
+            <button
+              type="button"
+              onClick={event => { event.stopPropagation(); onEdit(item.id) }}
+              className="rounded-btn px-2 py-1 text-[10px] text-secondary opacity-0 transition-opacity duration-150 ease-smooth hover:bg-elevated hover:text-foreground focus-visible:opacity-100 group-hover:opacity-100"
+              title="在编辑器中打开该公式"
+            >
+              编辑
+            </button>
+          )}
+          <button
+            type="button"
+            onClick={event => { event.stopPropagation(); onInspect(item.id) }}
+            className="inline-flex items-center gap-0.5 rounded-btn px-2 py-1 text-[10px] text-accent transition-colors hover:bg-accent/10"
+            title="去检验该因子（切到发现页并只选它）"
+          >
+            去检验 <ArrowRight className="h-3 w-3" />
+          </button>
+        </div>
+      </div>
+    </div>
+  )
+}
+
 function FactorDetailModal({
   item,
   onClose,
@@ -214,7 +290,6 @@ function FactorDetailModal({
     ['适用资产', item.asset_types.join(' / ')],
     ['跨标的可比', item.scale_free ? '是（可直接截面排序）' : '否（原值受价格尺度影响）'],
     ['依赖列', item.dependencies.length > 0 ? item.dependencies.join(', ') : '已物化列'],
-    ['状态', item.stability === 'stable' ? '稳定' : item.stability],
   ]
   return (
     <Modal
@@ -230,6 +305,9 @@ function FactorDetailModal({
             <span className={`inline-flex shrink-0 rounded-btn px-1.5 py-0.5 text-[10px] font-medium ${KIND_META[item.kind].cls}`}>
               {KIND_META[item.kind].label}
             </span>
+            <span className={`inline-flex shrink-0 rounded-btn px-1.5 py-0.5 text-[10px] font-medium ${statusOf(item).cls}`}>
+              {statusOf(item).label}
+            </span>
           </div>
           <div className="mt-1 font-mono text-[11px] text-muted">{item.id}</div>
         </div>
@@ -247,52 +325,66 @@ function FactorDetailModal({
           {rows.map(([key, value]) => (
             <div key={key} className="flex items-start gap-3 text-xs">
               <dt className="w-20 shrink-0 text-muted">{key}</dt>
-              <dd className="min-w-0 flex-1 break-words text-secondary">
-                {key === '分组' && isDynamic ? (
-                  <span className="flex items-center gap-1.5" title="自定义/复合因子可修改分组; 内置因子分组固定">
-                    <input
-                      type="text"
-                      value={groupDraft}
-                      maxLength={24}
-                      onChange={event => setGroupDraft(event.target.value)}
-                      className="h-6 w-32 rounded-input border border-border bg-base/60 px-1.5 text-xs text-foreground focus:border-accent focus:outline-none"
-                      aria-label="修改分组"
-                    />
-                    <button
-                      type="button"
-                      onClick={() => setGroup.mutate()}
-                      disabled={setGroup.isPending || !groupDraft.trim() || groupDraft.trim() === item.group}
-                      className="rounded-btn border border-border px-1.5 py-0.5 text-[10px] text-secondary transition-colors hover:border-accent/40 hover:text-accent disabled:opacity-40"
-                    >
-                      保存
-                    </button>
-                  </span>
-                ) : value}
-              </dd>
+              <dd className="min-w-0 flex-1 break-words text-secondary">{value}</dd>
             </div>
           ))}
         </dl>
+        {isDynamic && (
+          <div className="mt-4 rounded-btn border border-border bg-base/40 p-3">
+            <div className="text-[11px] font-medium text-secondary">管理</div>
+            <div className="mt-2 flex items-center gap-1.5">
+              <span className="w-10 shrink-0 text-[11px] text-muted" title="仅自定义/复合因子可改; 内置因子分组固定">分组</span>
+              <input
+                type="text"
+                value={groupDraft}
+                maxLength={24}
+                onChange={event => setGroupDraft(event.target.value)}
+                className="h-6 w-36 rounded-input border border-border bg-base/60 px-1.5 text-xs text-foreground focus:border-accent focus:outline-none"
+                aria-label="修改分组"
+              />
+              <button
+                type="button"
+                onClick={() => setGroup.mutate()}
+                disabled={setGroup.isPending || !groupDraft.trim() || groupDraft.trim() === item.group}
+                className="rounded-btn border border-border px-2 py-0.5 text-[10px] text-secondary transition-colors hover:border-accent/40 hover:text-accent disabled:opacity-40"
+              >
+                {setGroup.isPending ? '保存中…' : '保存'}
+              </button>
+            </div>
+            <div className="mt-2.5 flex flex-wrap items-center gap-1.5">
+              <span className="w-10 shrink-0 text-[11px] text-muted">状态</span>
+              {(['active', 'watch', 'draft', 'retired'] as const).map(statusKey => (
+                <button
+                  key={statusKey}
+                  type="button"
+                  onClick={() => setStatus.mutate(statusKey)}
+                  disabled={setStatus.isPending}
+                  className={`rounded-btn border px-2 py-0.5 text-[10px] transition-colors disabled:opacity-40 ${(item.status ?? '') === statusKey
+                    ? 'border-accent/60 bg-accent/10 font-medium text-accent'
+                    : 'border-border text-secondary hover:border-accent/40 hover:text-accent'
+                  }`}
+                >
+                  {statusKey === 'active' ? '激活' : statusKey === 'watch' ? '观察' : statusKey === 'retired' ? '退役' : '回草稿'}
+                </button>
+              ))}
+              <span className="text-[10px] text-muted" title="生命周期语义">编辑公式后自动回草稿</span>
+            </div>
+          </div>
+        )}
         <div className="mt-4 rounded-btn border border-border bg-base/40 px-3 py-2 text-[11px] leading-relaxed text-muted">
-          方向说明：因子方向不预填，以最近一次检验的 IC 符号为准（IC 为正 = 值大看多）。到「检验」页运行后可查看。
+          方向说明：因子方向不预填，以最近一次检验的 IC 符号为准（IC 为正 = 值大看多）。到「发现」页运行后可查看。
         </div>
       </div>
       <div className="flex flex-wrap items-center gap-2 border-t border-border px-4 py-3">
-        {isDynamic && (
-          <div className="flex flex-wrap items-center gap-1.5">
-            <span className="text-[10px] text-muted" title="生命周期流转">状态：</span>
-            {(['active', 'watch', 'retired', 'draft'] as const).map(status => (
-              <button
-                key={status}
-                type="button"
-                onClick={() => setStatus.mutate(status)}
-                disabled={setStatus.isPending}
-                className="rounded-btn border border-border px-2 py-0.5 text-[10px] text-secondary transition-colors hover:border-accent/40 hover:text-accent disabled:opacity-40"
-              >
-                {status === 'active' ? '激活' : status === 'watch' ? '观察' : status === 'retired' ? '退役' : '回草稿'}
-              </button>
-            ))}
-          </div>
-        )}
+        <button
+          type="button"
+          onClick={() => setGenerateOpen(true)}
+          className="inline-flex items-center gap-1 rounded-btn border border-accent/40 px-2.5 py-1.5 text-[11px] font-medium text-accent transition-colors hover:bg-accent/10"
+          title="按该因子生成单因子排名策略, 保存到自定义策略后可直接回测"
+        >
+          <Sparkles className="h-3 w-3" />
+          生成策略
+        </button>
         {item.kind === 'custom' && onEdit && (
           <button
             type="button"
@@ -304,22 +396,6 @@ function FactorDetailModal({
             编辑公式
           </button>
         )}
-        <button
-          type="button"
-          onClick={() => setGenerateOpen(true)}
-          className="inline-flex items-center gap-1 rounded-btn border border-accent/40 px-2.5 py-1.5 text-[11px] font-medium text-accent transition-colors hover:bg-accent/10"
-          title="按该因子生成单因子排名策略, 保存到自定义策略后可直接回测"
-        >
-          <Sparkles className="h-3 w-3" />
-          生成策略
-        </button>
-        <button
-          type="button"
-          onClick={() => { onClose(); onInspect(item.id) }}
-          className="ml-auto inline-flex shrink-0 items-center gap-1 rounded-btn bg-accent px-2.5 py-1.5 text-[11px] font-medium text-white transition-colors hover:bg-accent/90"
-        >
-          检验此因子 <ArrowRight className="h-3 w-3" />
-        </button>
         {isDynamic && (
           confirmDelete ? (
             <>
@@ -351,6 +427,13 @@ function FactorDetailModal({
             </button>
           )
         )}
+        <button
+          type="button"
+          onClick={() => { onClose(); onInspect(item.id) }}
+          className="ml-auto inline-flex shrink-0 items-center gap-1 rounded-btn bg-accent px-2.5 py-1.5 text-[11px] font-medium text-white transition-colors hover:bg-accent/90"
+        >
+          检验此因子 <ArrowRight className="h-3 w-3" />
+        </button>
         {blockedRefs && (
           <div className="w-full rounded-btn border border-danger/40 bg-danger/10 px-3 py-2 text-[11px] leading-relaxed text-danger">
             <div className="font-medium">该因子仍被以下对象引用，删除后相关策略/复合因子将无法计算：</div>