feat(portfolio): strategy 字段全链透传(API→orchestrator→worker→runner_backtest + 前端选择器)

后端: PortfolioBacktestRequest.strategy → submit_portfolio(strategy=) → spec →
portfolio_worker _build_argv --strategy(NAS local + Mac SSH 两分支)
前端: PortfolioBacktestReq.strategy? + 策略下拉(4选项) + 副标题动态 + onSubmit 透传
runner_backtest CLI 已支持 --strategy(choices 4 策略),本提交不动

frontend/src/api/portfolio.ts

@@ -2,6 +2,7 @@ import { apiClient } from './client'
 
 export interface PortfolioBacktestReq {
   pool: string
+  strategy?: string
   start_date: string
   end_date: string
   initial_cash: number

frontend/src/views/backtest/PortfolioBacktest.vue

@@ -1,5 +1,5 @@
 <script setup lang="ts">
-import { ref, reactive, onMounted, onUnmounted, watch, nextTick } from 'vue'
+import { ref, reactive, computed, onMounted, onUnmounted, watch, nextTick } from 'vue'
 import { ElMessage } from 'element-plus'
 import type { EChartsCoreOption } from 'echarts'
 import { useChart } from '@/composables/useChart'
@@ -28,6 +28,7 @@ let pollTimer: ReturnType<typeof setInterval> | null = null
 
 const form = reactive({
   pool: 'hs300_subset',
+  strategy: 'all_weather',
   start: '2024-01-01',
   end: '2024-02-29',
   cash: 1_000_000,
@@ -39,6 +40,17 @@ const poolOptions = [
   { label: '全市场(慢,非 MVP)', value: 'all' },
 ]
 
+const strategyOptions = [
+  { label: '全天候轮动', value: 'all_weather' },
+  { label: '牛熊动量', value: 'momentum_timing' },
+  { label: '价值精选', value: 'value_selection' },
+  { label: '小市值轮动', value: 'small_cap' },
+]
+
+const strategyLabel = computed(
+  () => strategyOptions.find((o) => o.value === form.strategy)?.label ?? form.strategy,
+)
+
 // 净值曲线
 const equityEl = ref<HTMLDivElement>()
 const { setOption: setEquityOption } = useChart(equityEl)
@@ -95,6 +107,7 @@ async function onSubmit(): Promise<void> {
   try {
     const tid = await postPortfolioBacktest({
       pool: form.pool,
+      strategy: form.strategy,
       start_date: form.start,
       end_date: form.end,
       initial_cash: form.cash,
@@ -150,7 +163,7 @@ async function onSubmit(): Promise<void> {
       <div>
         <h2 class="page-title">组合策略回测</h2>
         <p class="page-subtitle">
-          BulletTrade + 全天候轮动策略 · 本地执行回测 · MVP 验证链路
+          BulletTrade + {{ strategyLabel }} · 本地执行回测 · MVP 验证链路
         </p>
       </div>
     </div>
@@ -169,6 +182,17 @@ async function onSubmit(): Promise<void> {
           </el-select>
           <span class="muted form-hint">MVP 默认 HS300 子集(20-30 只),快速验证链路</span>
         </el-form-item>
+        <el-form-item label="策略">
+          <el-select v-model="form.strategy" style="width: 320px">
+            <el-option
+              v-for="opt in strategyOptions"
+              :key="opt.value"
+              :label="opt.label"
+              :value="opt.value"
+            />
+          </el-select>
+          <span class="muted form-hint">选择回测策略</span>
+        </el-form-item>
         <el-form-item label="开始日期">
           <el-date-picker
             v-model="form.start"