refactor(paper): 影子升级为第三种运行模式(回放/实走/影子,用户拍板CTA和组合都可走影子): 模式卡三选一替代组合卡内撮合引擎单选; engine由mode推导(shadow→shadow否则eod_replay,CTA/组合统一); 日终20:30 job只遍历mode=live天然隔离影子账户; 列表徽标mode=shadow亮'影子'+组合live标'日终'; 2新测试 [vps]

frontend/src/views/paper/List.vue

@@ -44,7 +44,7 @@ const stats = computed(() => ({
   failed: accounts.value.filter((a) => a.status === 'failed').length,
 }))
 
-const modeLabel: Record<string, string> = { replay: '回放', live: '实走' }
+const modeLabel: Record<string, string> = { replay: '回放', live: '实走', shadow: '影子' }
 const statusLabel: Record<string, string> = { running: '运行中', done: '完成', failed: '失败', created: '已创建', pending: '排队', stopped: '已停止' }
 
 function pct(v: number | null | undefined): string {
@@ -189,10 +189,8 @@ async function saveEdit(): Promise<void> {
         </el-table-column>
         <el-table-column label="模式" width="80">
           <template #default="{ row }">
-            <span class="chip chip-paper">{{ modeLabel[row.mode] || row.mode }}</span>
-            <span v-if="row.strategy_type === 'portfolio'" class="chip chip-shadow" title="影子柜台=盘中实时本地撮合 / 日终回放=每晚全量重放">
-              {{ row.engine === 'shadow' ? '影子' : '日终' }}
-            </span>
+            <span class="chip chip-paper" :class="{ 'chip-shadow': row.mode === 'shadow' }">{{ modeLabel[row.mode] || row.mode }}</span>
+            <span v-if="row.strategy_type === 'portfolio' && row.mode === 'live'" class="chip chip-shadow" title="日终回放=每晚 20:30 全量重放结算">日终</span>
           </template>
         </el-table-column>
         <el-table-column label="频率" width="70">

frontend/src/views/paper/New.vue

@@ -84,7 +84,8 @@ watch(
 
 const modes = [
   { value: 'replay', label: '回放', desc: '历史重放，立即出结果' },
-  { value: 'live', label: '实走', desc: '每日定时 step，长期跟踪' },
+  { value: 'live', label: '实走', desc: '每日 20:30 定时结算，长期跟踪' },
+  { value: 'shadow', label: '影子', desc: 'VPS 影子柜台盘中实时本地撮合' },
 ]
 const sessions = [
   { value: 'next_open', label: '次日开盘', desc: '收盘型信号，T+1 开盘撮合' },
@@ -115,19 +116,17 @@ onMounted(async () => {
 
 const isPortfolio = computed(() => strategyType.value === 'portfolio')
 const portfolioStrategy = ref('all_weather')
-// 撮合引擎:日终回放(NAS 每晚 20:30) / 影子柜台(VPS 盘中实时本地撮合)
-const engine = ref<'eod_replay' | 'shadow'>('eod_replay')
 
 function setMode(m: string): void {
-  // 组合类型锁定实走：回放卡片不可选（历史回放走「组合回测」页）
+  // 组合类型不支持回放（历史回放走「组合回测」页）
   if (isPortfolio.value && m === 'replay') return
   form.value.mode = m
 }
 
-// 组合类型锁定实走（历史回放走「组合回测」页）
+// 组合类型默认实走（历史回放走「组合回测」页）
 watch(strategyType, (t) => {
   if (t === 'portfolio') {
-    form.value.mode = 'live'
+    if (form.value.mode === 'replay') form.value.mode = 'live'
     if (!portfolioStrategy.value && portfolioOptions.value.length) {
       portfolioStrategy.value = portfolioOptions.value[0]
     }
@@ -140,7 +139,6 @@ async function onSubmit(): Promise<void> {
     const payload: PaperCreate = { ...form.value }
     if (strategyType.value === 'portfolio') {
       payload.strategy_type = 'portfolio'
-      payload.mode = 'live'
       payload.symbols = [poolForm.pool]
       payload.strategies = [{
         name: portfolioStrategy.value,
@@ -151,13 +149,16 @@ async function onSubmit(): Promise<void> {
       payload.pool = poolForm.pool
       payload.max_pool = Number(poolForm.max_pool)
       payload.benchmark = poolForm.benchmark
-      payload.engine = engine.value
     }
+    // 影子模式:engine=shadow(VPS 柜台盘中实时撮合);其余 eod_replay(回放/日终)
+    payload.engine = payload.mode === 'shadow' ? 'shadow' : 'eod_replay'
     const aid = await createPaper(payload)
-    ElMessage.success(strategyType.value === 'portfolio' && engine.value === 'shadow'
+    ElMessage.success(payload.mode === 'shadow'
       ? `已创建影子柜台模拟盘 #${aid}（VPS 柜台运行期间盘中实时结算）`
-      : `已创建模拟盘 #${aid}（今晚 20:30 起每日结算）`)
-    router.push(payload.mode === 'live' ? `/paper/live/${aid}` : `/paper/result/${aid}`)
+      : payload.mode === 'live'
+        ? `已创建模拟盘 #${aid}（今晚 20:30 起每日结算）`
+        : `已创建回放模拟盘 #${aid}`)
+    router.push(payload.mode === 'replay' ? `/paper/result/${aid}` : `/paper/live/${aid}`)
   } catch (e: unknown) {
     ElMessage.error(e instanceof Error ? e.message : '创建失败')
   } finally {
@@ -250,17 +251,6 @@ function onSymbols(v: string): void {
             <el-option v-for="b in BENCH_OPTIONS" :key="b.value" :label="b.label" :value="b.value" />
           </el-select>
         </el-form-item>
-        <el-form-item label="撮合引擎">
-          <el-radio-group v-model="engine">
-            <el-radio-button value="eod_replay">日终回放</el-radio-button>
-            <el-radio-button value="shadow">影子柜台</el-radio-button>
-          </el-radio-group>
-          <span class="muted form-hint">
-            {{ engine === 'shadow'
-              ? 'VPS 盘中实时行情本地撮合(需 VPS 影子柜台进程运行中)'
-              : '每晚 20:30 全量重放结算(NAS)' }}
-          </span>
-        </el-form-item>
       </el-form>
       <el-form v-else :model="form" label-width="120px">
         <el-form-item label="标的（逗号分隔）">

sanguo_api/routes_paper.py

@@ -71,11 +71,10 @@ def create_paper(req: PaperCreateRequest):
     db = _db_path["path"] or ":memory:"
     init_db(db)
     if req.strategy_type == "portfolio":
-        if req.mode != "live":
-            raise HTTPException(400, "组合策略模拟盘仅支持实走(live)模式；历史回放请用「组合回测」")
-        if req.engine not in ("eod_replay", "shadow"):
-            raise HTTPException(400, "engine 须为 eod_replay(日终回放) 或 shadow(影子柜台)")
+        if req.mode not in ("live", "shadow"):
+            raise HTTPException(400, "组合策略模拟盘仅支持实走(live)/影子(shadow)模式；历史回放请用「组合回测」")
         payload = req.model_dump()
+        payload["engine"] = "shadow" if req.mode == "shadow" else "eod_replay"
         payload["symbols"] = [req.pool]
         payload["strategies"] = [{
             "name": (req.strategies[0].name if req.strategies else "all_weather"),
@@ -86,7 +85,9 @@ def create_paper(req: PaperCreateRequest):
         update_account_status(db, aid, "running")
         return {"account_id": aid, "status": "running"}
 
-    aid = save_account(db, req.model_dump())
+    cta_payload = req.model_dump()
+    cta_payload["engine"] = "shadow" if req.mode == "shadow" else "eod_replay"
+    aid = save_account(db, cta_payload)
     status = "created"
     if req.mode == "replay":   # 回放后台线程跑，create 立即返回（避免阻塞 worker 502）
         def _bg():
@@ -98,7 +99,7 @@ def create_paper(req: PaperCreateRequest):
                 update_account_status(db, aid, "failed", str(e))
         threading.Thread(target=_bg, daemon=True).start()
         status = "running"
-    elif req.mode == "live":   # 实走：全局 job 每日 20:30 遍历 step（不跑回放）
+    elif req.mode in ("live", "shadow"):  # 实走:每日 20:30 step;影子:等 VPS 影子柜台进程接管
         from sanguo_trader.persistence import update_account_status
         update_account_status(db, aid, "running")
         status = "running"

tests/api/test_paper_routes.py

@@ -37,6 +37,48 @@ def test_create_paper(tmp_path):
     assert "account_id" in resp.json()
 
 
+def test_create_shadow_mode(tmp_path):
+    """影子=第三种运行模式(CTA/组合都可):engine 由 mode 推导,不被日终 job 结算。"""
+    c, token = _client(tmp_path)
+    # CTA 影子
+    r1 = c.post("/api/v1/paper/create", json={
+        "mode": "shadow",
+        "symbols": ["600000"],
+        "strategies": [{"name": "DoubleMa", "symbol": "600000"}],
+        "start": "2024-01-01", "end": "2024-06-30",
+    }, headers=_auth(token))
+    assert r1.status_code == 200
+    # 组合影子:mode=shadow → engine=shadow
+    r2 = c.post("/api/v1/paper/create", json={
+        "mode": "shadow", "strategy_type": "portfolio",
+        "symbols": ["hs300_subset"],
+        "strategies": [{"name": "all_weather", "symbol": "hs300_subset"}],
+        "start": "2024-01-01", "end": "2024-12-31",
+        "pool": "hs300_subset",
+    }, headers=_auth(token))
+    assert r2.status_code == 200
+    lst = c.get("/api/v1/paper", headers=_auth(token)).json()
+    items = lst if isinstance(lst, list) else lst.get("accounts", lst.get("papers", []))
+    by_id = {a["id"]: a for a in items}
+    cta = by_id[r1.json()["account_id"]]
+    assert cta["mode"] == "shadow"
+    assert cta["engine"] == "shadow"
+    pf = by_id[r2.json()["account_id"]]
+    assert pf["mode"] == "shadow" and pf["engine"] == "shadow"
+
+
+def test_create_portfolio_rejects_replay(tmp_path):
+    c, token = _client(tmp_path)
+    resp = c.post("/api/v1/paper/create", json={
+        "mode": "replay", "strategy_type": "portfolio",
+        "symbols": ["hs300_subset"],
+        "strategies": [{"name": "all_weather", "symbol": "hs300_subset"}],
+        "start": "2024-01-01", "end": "2024-12-31",
+    }, headers=_auth(token))
+    assert resp.status_code == 400
+    assert "组合回测" in resp.json()["detail"]
+
+
 def test_get_paper_and_empty_trades(tmp_path):
     c, token = _client(tmp_path)
     aid = c.post(