feat(strategy): 策略实例做实P0+P1+策略库A+B混合布局(spec§12.6定稿)——实例=策略档案:①绑定:paper/live账户+回测任务加instance_id(paper_accounts/live_accounts ALTER迁移),发起即建档(无档案自动建),绑已有档案时D1发起快照(账户用档案参数复印件)②回写:事件型(回测_on_done/回放线程)落盘update_instance_run;持续型(实走/影子/实盘)读时聚合_instance_runtime(四格覆盖+在跑账户+漂移检测)③D2/D3同步:POST /paper/sync/{id}批量刷运行中模拟账户(实走+影子锁死一致),实盘不在线改参④D5删除保护409⑤P1全景:GET instances/{id}/overview(全部运行账户+净值尾部+合并持仓归因)收编挂起项「按实例归因持仓」⑥前端:策略库重做A+B混合(统计条+在跑巡检模式+左栏代码树中文主显/文件副行+档案区漂移角标/同步/全景;STRATEGY_LABELS抽共享常量),InstanceOverview抽屉(echarts净值对比+归因持仓表),模拟盘/实盘表单加实例档案下拉(选中预填+绑定,路由?instance=直进);mock层enriched/sync/overview(路由序enriched先于{id});+7绑定测试,921绿,build绿,dev浏览器验收过 [vps]

tests/api/test_instance_binding.py

@@ -0,0 +1,171 @@
+"""§12.6 策略实例做实：绑定/发起即建档/同步/删除保护/读时聚合/全景。"""
+import json
+import os
+import sqlite3
+
+from fastapi.testclient import TestClient
+
+from sanguo_api import instance_store
+from sanguo_api.app import create_app
+from sanguo_api.auth import create_token, set_jwt_config
+from sanguo_api.routes_paper import set_db_path as set_paper_db
+from sanguo_api.routes_live import set_db_path as set_live_db
+
+
+def _setup(tmp_path, monkeypatch):
+    # 档案 JSON 隔离到临时文件（否则读写仓库 data/ 互相污染）
+    monkeypatch.setattr(instance_store, "_STORE_PATH", str(tmp_path / "inst.json"))
+    set_jwt_config(secret="t", expire_minutes=60)
+    pdb = os.path.join(str(tmp_path), "paper.db")
+    ldb = os.path.join(str(tmp_path), "live.db")
+    app = create_app(db_path=pdb)
+    set_paper_db(pdb)
+    set_live_db(ldb)
+    return TestClient(app), create_token("admin")
+
+
+def _auth(token):
+    return {"Authorization": f"Bearer {token}"}
+
+
+_LIVE_BODY = {
+    "mode": "live",
+    "symbols": ["600000"],
+    "strategies": [{"name": "DoubleMaStrategy", "symbol": "600000",
+                    "params": {"fast_window": 5}, "match_session": "next_open"}],
+    "start": "2024-01-01", "end": "",
+    "initial_capital": 1_000_000,
+}
+
+
+def test_auto_create_instance_on_launch(tmp_path, monkeypatch):
+    """发起即建档：不带 instance_id 创建模拟盘 → 自动建档案并绑定。"""
+    c, token = _setup(tmp_path, monkeypatch)
+    r = c.post("/api/v1/paper/create", json=_LIVE_BODY, headers=_auth(token))
+    assert r.status_code == 200
+    insts = c.get("/api/v1/strategy/instances").json()["instances"]
+    assert len(insts) == 1
+    iid = insts[0]["id"]
+    assert insts[0]["params"] == {"fast_window": 5}
+    # 账户行带上 instance_id
+    row = sqlite3.connect(set_paper_db.__self__ if False else _paper_db_path(c)).execute(
+        "SELECT instance_id FROM paper_accounts WHERE id=1").fetchone()
+    assert row[0] == iid
+
+
+def _paper_db_path(c):
+    from sanguo_api.routes_paper import _db_path
+    return _db_path["path"]
+
+
+def test_bind_existing_instance(tmp_path, monkeypatch):
+    """带合法 instance_id → 直接绑定，不新建档案。"""
+    c, token = _setup(tmp_path, monkeypatch)
+    iid = instance_store.create_instance({
+        "code_file": "double_ma.py", "name": "双均线·浦发", "type": "cta",
+        "params": {"fast_window": 10}, "symbol_or_pool": "600000", "interval": "d",
+    })
+    body = {**_LIVE_BODY, "instance_id": iid}
+    r = c.post("/api/v1/paper/create", json=body, headers=_auth(token))
+    assert r.status_code == 200
+    # 发起时快照（D1）：账户参数=档案当时的参数（fast=10），即使 body 里另有参数
+    raw = sqlite3.connect(_paper_db_path(c)).execute(
+        "SELECT strategies, instance_id FROM paper_accounts WHERE id=1").fetchone()
+    assert raw[1] == iid
+    assert json.loads(raw[0])[0]["params"] == {"fast_window": 10}
+
+
+def test_sync_params_to_running_accounts(tmp_path, monkeypatch):
+    """D2/D3：档案改参 → 同步接口批量刷运行中模拟账户（实走+影子一起）。"""
+    c, token = _setup(tmp_path, monkeypatch)
+    iid = instance_store.create_instance({
+        "code_file": "", "name": "x", "type": "cta",
+        "params": {"fast_window": 5}, "symbol_or_pool": "600000", "interval": "d",
+    })
+    c.post("/api/v1/paper/create", json={**_LIVE_BODY, "instance_id": iid}, headers=_auth(token))
+    c.post("/api/v1/paper/create", json={
+        **_LIVE_BODY, "instance_id": iid, "mode": "shadow",
+    }, headers=_auth(token))
+    # 档案改参 → 漂移出现
+    instance_store.update_instance(iid, {"params": {"fast_window": 20}})
+    enriched = c.get("/api/v1/strategy/instances/enriched").json()["instances"]
+    me = [i for i in enriched if i["id"] == iid][0]
+    assert me["drift"] is True
+    # 同步 → 两个模拟账户参数齐刷
+    r = c.post(f"/api/v1/paper/sync/{iid}", headers=_auth(token))
+    assert r.status_code == 200
+    assert r.json()["synced"] == 2
+    rows = sqlite3.connect(_paper_db_path(c)).execute(
+        "SELECT strategies FROM paper_accounts WHERE instance_id=?", (iid,)).fetchall()
+    for (raw,) in rows:
+        assert json.loads(raw)[0]["params"] == {"fast_window": 20}
+
+
+def test_delete_protection_with_running_account(tmp_path, monkeypatch):
+    """D5：档案下有运行中账户 → 删除被拦（409）。"""
+    c, token = _setup(tmp_path, monkeypatch)
+    r = c.post("/api/v1/paper/create", json=_LIVE_BODY, headers=_auth(token))
+    assert r.status_code == 200
+    iid = c.get("/api/v1/strategy/instances").json()["instances"][0]["id"]
+    resp = c.delete(f"/api/v1/strategy/instances/{iid}", headers=_auth(token))
+    assert resp.status_code == 409
+    assert "运行中" in resp.json()["detail"]
+    # 无运行账户的档案可删
+    iid2 = instance_store.create_instance({"name": "free", "params": {}})
+    assert c.delete(f"/api/v1/strategy/instances/{iid2}", headers=_auth(token)).status_code == 200
+
+
+def test_enriched_and_overview(tmp_path, monkeypatch):
+    """读时聚合（四格实走格 running）+ P1 全景（runs + 合并持仓归因）。"""
+    c, token = _setup(tmp_path, monkeypatch)
+    r = c.post("/api/v1/paper/create", json=_LIVE_BODY, headers=_auth(token))
+    iid = c.get("/api/v1/strategy/instances").json()["instances"][0]["id"]
+    enriched = c.get("/api/v1/strategy/instances/enriched").json()["instances"]
+    me = [i for i in enriched if i["id"] == iid][0]
+    assert me["status"]["paper_live"] == "running"
+    assert len(me["running_accounts"]) == 1
+
+    # 写持仓快照 → 全景归因出现
+    db = _paper_db_path(c)
+    from sanguo_trader.persistence import init_db, save_positions
+    init_db(db)
+    save_positions(db, 1, "live",
+                   {"600000": {"volume": 100, "frozen": 0, "avg_price": 10.5}},
+                   date="2026-08-15")
+    ov = c.get(f"/api/v1/strategy/instances/{iid}/overview").json()
+    assert ov["instance"]["name"]
+    assert len(ov["runs"]) == 1 and ov["runs"][0]["kind"] == "paper"
+    assert ov["positions"] and ov["positions"][0]["symbol"] == "600000"
+    assert ov["positions"][0]["volume"] == 100
+
+
+def test_live_create_auto_instance(tmp_path, monkeypatch):
+    """实盘发起同样绑档案（发起即建档）。"""
+    c, token = _setup(tmp_path, monkeypatch)
+    r = c.post("/api/v1/live/create", json={
+        "name": "live1", "account": "8886000519",
+        "strategy_class": "AShareDoubleMaStrategy", "strategy_name": "dm",
+        "setting": {"fast_window": 5},
+    }, headers=_auth(token))
+    assert r.status_code == 200
+    from sanguo_live.persistence import list_accounts
+    ldb = os.path.join(str(tmp_path), "live.db")
+    accs = list_accounts(ldb)
+    assert accs and accs[0].get("instance_id")
+    insts = c.get("/api/v1/strategy/instances").json()["instances"]
+    assert insts[0]["id"] == accs[0]["instance_id"]
+
+
+def test_update_instance_run_event_kinds(tmp_path, monkeypatch):
+    """事件型回写只认 backtest/replay；paper_live/live 拒绝（读时聚合负责）。"""
+    monkeypatch.setattr(instance_store, "_STORE_PATH", str(tmp_path / "i.json"))
+    iid = instance_store.create_instance({"name": "a", "params": {}})
+    assert instance_store.update_instance_run(iid, "backtest", "done", 0.15)
+    assert instance_store.update_instance_run(iid, "replay", "failed")
+    assert not instance_store.update_instance_run(iid, "paper_live", "running")
+    inst = instance_store.get_instance(iid)["instance"]
+    assert inst["status"]["backtest"] == "done"
+    assert inst["status"]["replay"] == "failed"
+    assert inst["last_return"] == 0.15
+    # 不存在的档案静默丢弃
+    assert not instance_store.update_instance_run(999, "backtest", "done")