feat(data): A档全量落地——热度三件+股东户数收尾(用户批「按此方式实施,nas验证后推vps」);①xueqiu_hot雪球5633行+sina_sector新浪行业49行对账源进ak-events 19:30(同款快照语义)②hot_rank东财人气榜fetcher/注册先行,wrapper挂载留待恢复窗测量拍板(墙未定论不带不确定单元上线防缺日告警噪音)③gdhs股东户数进ak-weekly周六窗=per-period新形状:build_gdhs_units只枚举距今>90天季度末(披露守卫,防未披露期拉空走真空+done语义被marker锁死永不重拉的09-02设计坑),单次全市场5342行,marker去重无新期零网络;vintage缺日名单+2快照族(hot_rank留位);+6测试(注册/None/df契约/gdhs守卫两形态/缺日名单)215全绿 [vps]

tests/data_platform/test_akshare_static_download.py

@@ -158,3 +158,50 @@ class TestSinaThsFamily:
         for fetch in (mod.fetch_fund_flow_industry, mod.fetch_fund_flow_concept,
                       mod.fetch_ths_industry, mod.fetch_ths_concept):
             assert fetch("20260902") is df
+
+
+class TestHotAndGdhsFamily:
+    """热度三件 + 股东户数 (09-02 用户批全量落地)。"""
+
+    def test_registry(self):
+        for t in ("hot_rank", "xueqiu_hot", "sina_sector"):
+            assert t in mod.PER_DATE_TYPES
+        assert mod.GDHS in mod.ALL_TYPES
+
+    def test_fetchers_none_on_retry_exhausted(self, monkeypatch):
+        monkeypatch.setattr(
+            mod, "call_ak_with_retry", lambda *a, **k: (None, "failed"))
+        assert mod.fetch_hot_rank("20260902") is None
+        assert mod.fetch_xueqiu_hot("20260902") is None
+        assert mod.fetch_sina_sector("20260902") is None
+        assert mod.fetch_gdhs("20250630") is None
+
+    def test_fetchers_df_on_ok(self, monkeypatch):
+        df = pd.DataFrame({"a": [1]})
+        monkeypatch.setattr(mod, "call_ak_with_retry",
+                            lambda *a, **k: (df, "ok"))
+        assert mod.fetch_hot_rank("20260902") is df
+        assert mod.fetch_xueqiu_hot("20260902") is df
+        assert mod.fetch_sina_sector("20260902") is df
+        assert mod.fetch_gdhs("20250630") is df
+
+    def test_gdhs_units_disclosure_guard(self):
+        """只枚举距今 >90 天的季度末: 90 天内的季度末绝不入列 (防空档标 done 陷阱)。"""
+        import datetime as _dt
+        now = _dt.date(2026, 9, 2)
+        units = mod.build_gdhs_units(now=now)
+        ids = [u[0] for u in units]
+        # cutoff = 2026-06-04: 20260630 在 90 天内必须缺席; 20250630 必须在列
+        assert "20250630_gdhs" in ids
+        assert all(not i.startswith(("20260630", "20260930")) for i in ids)
+        assert all(i[4:8] in ("0331", "0630", "0930", "1231") for i in ids)
+        # 近 3 年窗口
+        assert ids[0].startswith(("2024", "2025"))
+
+    def test_gdhs_units_empty_when_nothing_disclosed(self):
+        import datetime as _dt
+        # 年初 1 月: 最新的已披露季度末是去年 9/30 (1231 未满 90 天)
+        units = mod.build_gdhs_units(now=_dt.date(2026, 1, 15))
+        ids = [u[0] for u in units]
+        assert "20250930_gdhs" in ids
+        assert "20251231_gdhs" not in ids

tests/data_platform/test_static_vintage_check.py

@@ -200,6 +200,13 @@ class TestPanelGapCheck:
         assert hole.isoformat() in (
             status_panel["fund_flow_industry"]["holes_permanent"])
 
+    def test_panel_registry_snapshot_family(self):
+        """09-02 全量落地批次注册正确: 快照族在列且不落可回补档; hot_rank 未挂载不入列。"""
+        for t in ("xueqiu_hot", "sina_sector", "fund_flow_concept", "ths_concept"):
+            assert t in svc.PANEL_TYPES
+            assert t not in svc.BACKFILLABLE_PANEL_TYPES
+        assert "hot_rank" not in svc.PANEL_TYPES  # 拍板挂载后才入列
+
 
 # ======================== main / JSON 契约 ========================