From bab7c4d893d3c0a959a384fff6992c04d0776854 Mon Sep 17 00:00:00 2001
From: claude_dev <claude-dev@sanguo.local>
Date: Sun, 16 Aug 2026 09:34:39 +0800
Subject: [PATCH] =?UTF-8?q?feat(strategy):=20TODO#68-#75=E5=85=AB=E9=A1=B9?=
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 =?UTF-8?q?=E8=BF=87=20[vps]?=
MIME-Version: 1.0
Content-Type: text/plain; charset=UTF-8
Content-Transfer-Encoding: 8bit

---
 frontend/src/api/backtest.ts                  |   7 +-
 frontend/src/api/paper.ts                     |   1 +
 frontend/src/components/MonacoDiff.vue        | 168 ++++++++++++------
 frontend/src/views/backtest/History.vue       |  12 +-
 frontend/src/views/backtest/New.vue           |   6 +-
 .../src/views/backtest/PortfolioBacktest.vue  |   6 +-
 frontend/src/views/live/List.vue              |   2 +-
 frontend/src/views/live/New.vue               |  31 +++-
 frontend/src/views/paper/List.vue             |  42 +++--
 frontend/src/views/paper/New.vue              |  17 +-
 frontend/src/views/strategy/List.vue          |  75 +++++---
 sanguo_api/routes.py                          |  19 +-
 sanguo_api/routes_paper.py                    |  10 +-
 sanguo_api/routes_strategy.py                 |   2 +-
 sanguo_backtest/result_store.py               |   5 +
 sanguo_orchestrator/runner.py                 |  16 +-
 16 files changed, 293 insertions(+), 126 deletions(-)

diff --git a/frontend/src/api/backtest.ts b/frontend/src/api/backtest.ts
index 0feb593..c0a24d1 100644
--- a/frontend/src/api/backtest.ts
+++ b/frontend/src/api/backtest.ts
@@ -107,13 +107,16 @@ export interface TaskListItem {
   start: string
   end: string
   instance?: string
+  instance_id?: number | null
   created_at?: string
   finished_at?: string
   duration_s?: number | null
 }
 
-export async function getTasks(type?: string): Promise<TaskListItem[]> {
-  const { data } = await apiClient.get<{ tasks: TaskListItem[] }>('/task', { params: type ? { type } : {} })
+export async function getTasks(type?: string, instance?: number): Promise<TaskListItem[]> {
+  const { data } = await apiClient.get<{ tasks: TaskListItem[] }>('/task', {
+    params: { ...(type ? { type } : {}), ...(instance ? { instance } : {}) },
+  })
   return data.tasks
 }
 
diff --git a/frontend/src/api/paper.ts b/frontend/src/api/paper.ts
index 2ce7e7e..487c953 100644
--- a/frontend/src/api/paper.ts
+++ b/frontend/src/api/paper.ts
@@ -9,6 +9,7 @@ export interface StrategyCfg {
 }
 
 export interface PaperCreate {
+  name?: string
   mode: string
   interval: string
   symbols: string[]
diff --git a/frontend/src/components/MonacoDiff.vue b/frontend/src/components/MonacoDiff.vue
index e6166e8..dd067cd 100644
--- a/frontend/src/components/MonacoDiff.vue
+++ b/frontend/src/components/MonacoDiff.vue
@@ -1,7 +1,7 @@
 <script setup lang="ts">
-// 版本对比视图（§12.6 代码快照查看）：左=历史快照 右=当前代码，各 50% 只读。
-// 不用 monaco createDiffEditor：0.56 在抽屉等嵌套容器里分栏测量错误
-// （original 栏被压 ~36px，layout/固定分栏/内联模式均救不回），双只读编辑器最稳。
+// 版本对比视图（§12.6 代码快照查看）：优先 monaco 原生 diff（差异行高亮/跳转），
+// 运行时自检分栏宽度——若 original 栏被压扁（0.56 在部分嵌套容器里的测量 bug）
+// 自动降级为双只读编辑器（滚动联动），保证永远可用。
 import { ref, onMounted, onBeforeUnmount, watch } from 'vue'
 import * as monaco from 'monaco-editor'
 
@@ -18,12 +18,35 @@ const props = withDefaults(defineProps<{
   language?: string
 }>(), { language: 'python' })
 
-const leftEl = ref<HTMLDivElement>()
-const rightEl = ref<HTMLDivElement>()
+const el = ref<HTMLDivElement>()
+const mode = ref<'diff' | 'dual'>('diff')
+let diffEd: monaco.editor.IStandaloneDiffEditor | null = null
 let left: monaco.editor.IStandaloneCodeEditor | null = null
 let right: monaco.editor.IStandaloneCodeEditor | null = null
+let ro: ResizeObserver | null = null
+let timer: ReturnType<typeof setTimeout> | null = null
 
-const OPTIONS: monaco.editor.IStandaloneEditorConstructionOptions = {
+const THEME: monaco.editor.IStandaloneThemeData = {
+  base: 'vs-dark',
+  inherit: true,
+  rules: [
+    { token: 'comment', foreground: '4a5868', fontStyle: 'italic' },
+    { token: 'keyword', foreground: '00e5ff' },
+    { token: 'string', foreground: 'ffb000' },
+    { token: 'number', foreground: '2ee68a' },
+    { token: 'type', foreground: 'b48cff' },
+    { token: 'function', foreground: '7adfff' },
+    { token: 'delimiter', foreground: '7a8a9a' },
+  ],
+  colors: {
+    'editor.background': '#05080d',
+    'editor.foreground': '#d4e4f0',
+    'editorLineNumber.foreground': '#3a4654',
+    'editorLineNumber.activeForeground': '#00e5ff',
+    'editor.lineHighlightBackground': '#0a1018',
+  },
+}
+const BASE_OPTS: monaco.editor.IStandaloneEditorConstructionOptions = {
   theme: 'sanguo-dark',
   readOnly: true,
   fontSize: 12,
@@ -31,79 +54,110 @@ const OPTIONS: monaco.editor.IStandaloneEditorConstructionOptions = {
   scrollBeyondLastLine: false,
   automaticLayout: true,
   lineNumbersMinChars: 4,
-  scrollbar: { alwaysConsumeMouseWheel: false },
 }
 
-onMounted(() => {
-  monaco.editor.defineTheme('sanguo-dark', {
-    base: 'vs-dark',
-    inherit: true,
-    rules: [
-      { token: 'comment', foreground: '4a5868', fontStyle: 'italic' },
-      { token: 'keyword', foreground: '00e5ff' },
-      { token: 'string', foreground: 'ffb000' },
-      { token: 'number', foreground: '2ee68a' },
-      { token: 'type', foreground: 'b48cff' },
-      { token: 'function', foreground: '7adfff' },
-      { token: 'delimiter', foreground: '7a8a9a' },
-    ],
-    colors: {
-      'editor.background': '#05080d',
-      'editor.foreground': '#d4e4f0',
-      'editorLineNumber.foreground': '#3a4654',
-      'editorLineNumber.activeForeground': '#00e5ff',
-      'editor.lineHighlightBackground': '#0a1018',
-    },
-  })
-  if (leftEl.value) left = monaco.editor.create(leftEl.value, { ...OPTIONS, value: props.original, language: props.language })
-  if (rightEl.value) right = monaco.editor.create(rightEl.value, { ...OPTIONS, value: props.modified, language: props.language })
-  // 左右滚动联动：任一侧滚动时同步另一侧
-  left?.onDidScrollChange(() => {
-    if (right && left) {
-      right.setScrollTop(left.getScrollTop())
-      right.setScrollLeft(left.getScrollLeft())
-    }
-  })
-  right?.onDidScrollChange(() => {
-    if (left && right) {
-      left.setScrollTop(right.getScrollTop())
-      left.setScrollLeft(right.getScrollLeft())
-    }
-  })
-})
-
-watch(() => props.original, (v) => left?.setValue(v))
-watch(() => props.modified, (v) => right?.setValue(v))
-
-onBeforeUnmount(() => {
+function disposeAll(): void {
+  const m = diffEd?.getModel()
+  m?.original?.dispose()
+  m?.modified?.dispose()
+  diffEd?.dispose()
+  diffEd = null
   left?.dispose()
   right?.dispose()
   left = null
   right = null
+}
+
+function buildDiff(): void {
+  if (!el.value) return
+  diffEd = monaco.editor.createDiffEditor(el.value, {
+    ...BASE_OPTS,
+    renderSideBySide: true,
+  })
+  diffEd.setModel({
+    original: monaco.editor.createModel(props.original, props.language),
+    modified: monaco.editor.createModel(props.modified, props.language),
+  })
+  // 自检：等布局稳定后量 original 栏占比，压扁则降级
+  timer = setTimeout(() => {
+    const box = el.value?.getBoundingClientRect()
+    const orig = el.value?.querySelector('.editor.original')?.getBoundingClientRect()
+    if (!box || !orig || box.width < 50) return
+    if (orig.width < box.width * 0.3) {
+      disposeAll()
+      buildDual()
+    }
+  }, 450)
+}
+
+function buildDual(): void {
+  if (!el.value) return
+  mode.value = 'dual'
+  // 双栏 DOM 由模板渲染；此处等下一帧（模板切换后）再建 editor
+  requestAnimationFrame(() => {
+    const l = el.value?.querySelector('.dual-left') as HTMLDivElement | null
+    const r = el.value?.querySelector('.dual-right') as HTMLDivElement | null
+    if (l) left = monaco.editor.create(l, { ...BASE_OPTS, value: props.original, language: props.language })
+    if (r) right = monaco.editor.create(r, { ...BASE_OPTS, value: props.modified, language: props.language })
+    left?.onDidScrollChange(() => {
+      if (right && left) { right.setScrollTop(left.getScrollTop()); right.setScrollLeft(left.getScrollLeft()) }
+    })
+    right?.onDidScrollChange(() => {
+      if (left && right) { left.setScrollTop(right.getScrollTop()); left.setScrollLeft(right.getScrollLeft()) }
+    })
+  })
+}
+
+onMounted(() => {
+  monaco.editor.defineTheme('sanguo-dark', THEME)
+  buildDiff()
+  if (typeof ResizeObserver !== 'undefined' && el.value) {
+    ro = new ResizeObserver(() => diffEd?.layout())
+    ro.observe(el.value)
+  }
+})
+
+watch(() => [props.original, props.modified], () => {
+  if (diffEd) {
+    diffEd.setModel({
+      original: monaco.editor.createModel(props.original, props.language),
+      modified: monaco.editor.createModel(props.modified, props.language),
+    })
+  } else {
+    left?.setValue(props.original)
+    right?.setValue(props.modified)
+  }
+})
+
+onBeforeUnmount(() => {
+  if (timer) clearTimeout(timer)
+  ro?.disconnect()
+  ro = null
+  disposeAll()
 })
 </script>
 
 <template>
-  <div class="diff-wrap" data-relayout="v3">
+  <!-- diff 模式：单容器由 diff editor 自渲染；dual 模式：模板双栏 -->
+  <div v-show="mode === 'diff'" ref="el" class="diff-host" data-relayout="v4"></div>
+  <div v-if="mode === 'dual'" class="diff-wrap">
     <div class="pane">
       <div class="pane-tag mono">快照版本</div>
-      <div ref="leftEl" class="pane-editor"></div>
+      <div class="pane-editor dual-left"></div>
     </div>
     <div class="pane">
       <div class="pane-tag mono pane-cur">当前代码</div>
-      <div ref="rightEl" class="pane-editor"></div>
+      <div class="pane-editor dual-right"></div>
     </div>
   </div>
 </template>
 
 <style scoped>
-.diff-wrap { display: flex; height: 100%; min-height: 300px; gap: 0; background: #05080d; }
+.diff-host { height: 100%; min-height: 300px; background: #05080d; }
+.diff-wrap { display: flex; height: 100%; min-height: 300px; background: #05080d; }
 .pane { flex: 1 1 0; min-width: 0; display: flex; flex-direction: column; border-right: 1px solid #16202e; }
 .pane:last-child { border-right: none; }
-.pane-tag {
-  font-size: 10px; color: #64798a; padding: 3px 10px; letter-spacing: 1px;
-  border-bottom: 1px solid #16202e; background: #0a0f17;
-}
+.pane-tag { font-size: 10px; color: #64798a; padding: 3px 10px; letter-spacing: 1px; border-bottom: 1px solid #16202e; background: #0a0f17; }
 .pane-cur { color: #00e5ff; }
 .pane-editor { flex: 1; min-height: 0; }
 </style>
diff --git a/frontend/src/views/backtest/History.vue b/frontend/src/views/backtest/History.vue
index 8a19004..7e6324a 100644
--- a/frontend/src/views/backtest/History.vue
+++ b/frontend/src/views/backtest/History.vue
@@ -1,16 +1,21 @@
 <script setup lang="ts">
 import { ref, computed, watch, onMounted, onUnmounted } from 'vue'
-import { useRouter } from 'vue-router'
+import { useRouter, useRoute } from 'vue-router'
 import { ElMessage, ElMessageBox } from 'element-plus'
 import { getTasks, getTaskParams, deleteTask, type TaskListItem } from '@/api/backtest'
 
 const router = useRouter()
+const route = useRoute()
 const tasks = ref<TaskListItem[]>([])
 const loading = ref(false)
 const deleting = ref(false)
 const selection = ref<TaskListItem[]>([])
 // reserve-selection 后勾选按 row-key 持久;删除完要显式清表内勾选
 const tableRef = ref()
+// #69 按实例过滤（策略库「回测历史」跳 ?instance=N 只看该实例的任务）
+const instFilter = route.query.instance && !Array.isArray(route.query.instance)
+  ? ref<number | null>(Number(route.query.instance))
+  : ref<number | null>(null)
 
 // 筛选
 const typeFilter = ref<'all' | 'cta' | 'portfolio' | 'optimize' | 'factor'>('all')
@@ -94,7 +99,7 @@ onUnmounted(() => {
 async function load(): Promise<void> {
   loading.value = true
   try {
-    tasks.value = await getTasks()
+    tasks.value = await getTasks(undefined, instFilter.value ?? undefined)
   } catch {
     ElMessage.error('任务列表加载失败')
   } finally {
@@ -110,7 +115,7 @@ function hasActive(): boolean {
 }
 async function silentRefresh(): Promise<void> {
   try {
-    tasks.value = await getTasks()
+    tasks.value = await getTasks(undefined, instFilter.value ?? undefined)
   } catch {
     /* ignore */
   }
@@ -232,6 +237,7 @@ function durationText(row: TaskListItem): string {
         <p class="page-subtitle">回测 / 参数优化 / 因子分析 的全部任务 · 完成 {{ counts.done }} · 失败 {{ counts.failed }}</p>
       </div>
       <div class="head-actions">
+        <el-button v-if="instFilter != null" size="small" @click="router.push('/backtest/history')">实例 #{{ instFilter }} 过滤中 · 查看</el-button>
         <el-button type="danger" plain :disabled="!selection.length" :loading="deleting" @click="doDelete(selection)">
           删除选中({{ selection.length }})
         </el-button>
diff --git a/frontend/src/views/backtest/New.vue b/frontend/src/views/backtest/New.vue
index 46b266c..e6602ed 100644
--- a/frontend/src/views/backtest/New.vue
+++ b/frontend/src/views/backtest/New.vue
@@ -246,13 +246,13 @@ async function onSubmit(): Promise<void> {
     <el-card class="blk" shadow="never" v-loading="loading">
       <template #header><span class="section-title">策略与参数</span></template>
       <el-form :model="form" label-width="120px">
-        <el-form-item label="策略 / 档案">
+        <el-form-item label="策略 / 实例">
           <el-select v-model="form.strategy" placeholder="选择策略" style="width: 300px">
             <el-option v-for="s in strategies" :key="s.name" :label="s.name" :value="s.name" />
           </el-select>
           <el-select
             :model-value="selectedInstanceId" clearable filterable
-            placeholder="实例档案(可选·带出参数)"
+            placeholder="策略实例(可选·带出参数)"
             style="width: 260px; margin-left: 8px"
             @update:model-value="onPickInstance"
           >
@@ -261,7 +261,7 @@ async function onSubmit(): Promise<void> {
               :label="`${i.name}（${i.interval}）`"
             />
           </el-select>
-          <span v-if="selectedInstanceId != null" class="muted form-hint">完成后回写档案 #{{ selectedInstanceId }}</span>
+          <span v-if="selectedInstanceId != null" class="muted form-hint">完成后回写实例 #{{ selectedInstanceId }}</span>
         </el-form-item>
         <el-form-item v-if="paramsList.length" label="参数">
           <div class="param-grid">
diff --git a/frontend/src/views/backtest/PortfolioBacktest.vue b/frontend/src/views/backtest/PortfolioBacktest.vue
index ec8e3eb..b029228 100644
--- a/frontend/src/views/backtest/PortfolioBacktest.vue
+++ b/frontend/src/views/backtest/PortfolioBacktest.vue
@@ -495,13 +495,13 @@ function fmtNum(v: number | null | undefined, digits = 2): string {
             </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 / 档案">
+          <el-form-item label="策略 / 实例">
             <el-select v-model="form.strategy" style="width: 300px">
               <el-option v-for="opt in strategyOptions" :key="opt.value" :label="opt.label" :value="opt.value" />
             </el-select>
             <el-select
               :model-value="selectedInstanceId" clearable filterable
-              placeholder="实例档案(可选·带出参数)"
+              placeholder="策略实例(可选·带出参数)"
               style="width: 260px; margin-left: 8px"
               @update:model-value="onPickInstance"
             >
@@ -510,7 +510,7 @@ function fmtNum(v: number | null | undefined, digits = 2): string {
                 :label="`${i.name}（${i.interval}）`"
               />
             </el-select>
-            <span v-if="selectedInstanceId != null" class="muted form-hint">完成后回写档案 #{{ selectedInstanceId }}</span>
+            <span v-if="selectedInstanceId != null" class="muted form-hint">完成后回写实例 #{{ selectedInstanceId }}</span>
           </el-form-item>
           <el-form-item label="选股池上限">
             <el-input-number v-model="form.max_pool" :min="0" :step="10" :controls="false" style="width: 220px" />
diff --git a/frontend/src/views/live/List.vue b/frontend/src/views/live/List.vue
index 45b4a36..fd70276 100644
--- a/frontend/src/views/live/List.vue
+++ b/frontend/src/views/live/List.vue
@@ -177,7 +177,7 @@ async function onStop(a: LiveAccount): Promise<void> {
         <p class="page-subtitle">miniQMT 直连 · supervisor 轮询 · 每 15s 自动刷新</p>
       </div>
       <div style="display:flex;gap:8px;align-items:center">
-        <el-button v-if="instFilter != null" size="small" @click="router.push('/live')">档案 #{{ instFilter }} 过滤中 · 查看</el-button>
+        <el-button v-if="instFilter != null" size="small" @click="router.push('/live')">实例 #{{ instFilter }} 过滤中 · 查看</el-button>
         <el-button type="primary" @click="goNew">+ 新建实盘</el-button>
       </div>
     </div>
diff --git a/frontend/src/views/live/New.vue b/frontend/src/views/live/New.vue
index d42b910..f1ab9ad 100644
--- a/frontend/src/views/live/New.vue
+++ b/frontend/src/views/live/New.vue
@@ -108,11 +108,28 @@ async function applyInstance(instId: number | string): Promise<void> {
     form.value.strategy_name = inst.name || form.value.strategy_name
     form.value.interval = inst.interval || form.value.interval
     form.value.setting = { ...form.value.setting, ...(inst.params as object) }
+    // #72 实例名自动生成：{实例名}_v{YYYYMMDD}{minor}，同实例同日递增
+    form.value.name = await autoName(inst.name || `inst${instId}`, Number(instId))
   } catch {
     /* 预填失败走默认 */
   }
 }
 
+async function autoName(instName: string, instId: number): Promise<string> {
+  const today = new Date().toISOString().slice(0, 10).replace(/-/g, '')
+  const prefix = `${instName}_v${today}`
+  let minor = 0
+  try {
+    const { listLives } = await import('@/api/live')
+    const accs = await listLives()
+    minor = accs.filter((a: { instance_id?: number | null; name?: string }) =>
+      a.instance_id === instId && (a.name || '').startsWith(prefix)).length
+  } catch {
+    /* 列表拉不到 → minor=0 */
+  }
+  return `${prefix}${minor}`
+}
+
 onMounted(() => {
   const instId = route.query.instance
   if (!instId || Array.isArray(instId)) return
@@ -226,7 +243,7 @@ async function onSubmit(): Promise<void> {
       <el-card class="blk" shadow="never">
         <template #header><span class="section-title">标的与策略</span></template>
         <el-form :model="form" label-width="140px">
-          <el-form-item label="策略 / 档案">
+          <el-form-item label="策略 / 实例">
             <el-select v-model="form.strategy_class" style="width: 300px">
               <el-option
                 v-for="opt in strategyClassOptions"
@@ -237,7 +254,7 @@ async function onSubmit(): Promise<void> {
             </el-select>
             <el-select
               :model-value="selectedInstanceId" clearable filterable
-              placeholder="必选：实例档案（策略库可创建）"
+              placeholder="必选：策略实例（策略库可创建）"
               style="width: 260px; margin-left: 8px"
               @update:model-value="onPickInstance"
             >
@@ -246,8 +263,8 @@ async function onSubmit(): Promise<void> {
                 :label="`${i.name}（${i.interval}）`"
               />
             </el-select>
-            <span v-if="selectedInstanceId != null" class="muted form-hint">绑定档案 #{{ selectedInstanceId }}（发起时快照）</span>
-            <span v-else class="muted form-hint" style="color: var(--amber)">必选：实盘从档案发起（仅 DoubleMa 完成 A 股适配）</span>
+            <span v-if="selectedInstanceId != null" class="muted form-hint">绑定实例 #{{ selectedInstanceId }}（发起时快照）</span>
+            <span v-else class="muted form-hint" style="color: var(--amber)">必选：实盘从实例发起（仅 DoubleMa 完成 A 股适配）</span>
           </el-form-item>
           <el-form-item label="标的(vt_symbol)">
             <el-input v-model="form.vt_symbol" placeholder="600000 或 600000.SSE" style="width: 320px" />
@@ -324,7 +341,7 @@ async function onSubmit(): Promise<void> {
           </el-select>
           <el-select
             :model-value="selectedInstanceId" clearable filterable
-            placeholder="必选：实例档案（策略库可创建）"
+            placeholder="必选：策略实例（策略库可创建）"
             style="width: 260px; margin-left: 8px"
             @update:model-value="onPickInstance"
           >
@@ -333,8 +350,8 @@ async function onSubmit(): Promise<void> {
               :label="`${i.name}（${i.interval}）`"
             />
           </el-select>
-          <span v-if="selectedInstanceId != null" class="muted form-hint">绑定档案 #{{ selectedInstanceId }}（发起时快照）</span>
-          <span v-else class="muted form-hint" style="color: var(--amber)">必选：实盘从档案发起（supervisor 拉起 runner_live 子进程）</span>
+          <span v-if="selectedInstanceId != null" class="muted form-hint">绑定实例 #{{ selectedInstanceId }}（发起时快照）</span>
+          <span v-else class="muted form-hint" style="color: var(--amber)">必选：实盘从实例发起（supervisor 拉起 runner_live 子进程）</span>
         </el-form-item>
         <el-form-item label="标的池">
           <el-select v-model="poolForm.pool" style="width: 320px">
diff --git a/frontend/src/views/paper/List.vue b/frontend/src/views/paper/List.vue
index 67f0d0a..31fe7a7 100644
--- a/frontend/src/views/paper/List.vue
+++ b/frontend/src/views/paper/List.vue
@@ -86,14 +86,6 @@ function symbolsShort(s: string | undefined): string {
   return arr.length > 3 ? arr.slice(0, 3).join(',') + ` +${arr.length - 3}` : arr.join(',')
 }
 const typeLabel: Record<string, string> = { cta: '个股', portfolio: '组合' }
-function createdShort(v: string | undefined): string {
-  if (!v) return '—'
-  // created_at 存 UTC isoformat → 转北京时间显示
-  const d = new Date(v)
-  if (Number.isNaN(d.getTime())) return v.replace('T', ' ').slice(0, 16)
-  return new Date(d.getTime() + 8 * 3600 * 1000)
-    .toISOString().replace('T', ' ').slice(0, 16)
-}
 function open(a: PaperAccount): void {
   router.push(a.mode === 'replay' ? `/paper/result/${a.id}` : `/paper/live/${a.id}`)
 }
@@ -159,6 +151,22 @@ function openSnapshot(row: PaperAccount & { code_hash?: string; instance_id?: nu
   }
 }
 
+// #71 实例名映射（instance_id → 实例名，对齐实盘列表）
+const instanceNames = ref<Record<number, string>>({})
+onMounted(async () => {
+  try {
+    const { getInstances } = await import('@/api/strategy')
+    const ins = await getInstances()
+    instanceNames.value = Object.fromEntries(ins.map((i) => [i.id, i.name]))
+  } catch {
+    /* 映射失败退化为 #id */
+  }
+})
+function instanceNameOf(instanceId: number | null | undefined): string {
+  if (!instanceId) return ''
+  return instanceNames.value[instanceId] || `实例 #${instanceId}`
+}
+
 // 编辑（MVP：名称/标的/初始资金）
 const editVisible = ref(false)
 const editForm = reactive({ id: 0, name: '', symbols: '', initial_capital: 0 })
@@ -198,7 +206,7 @@ async function saveEdit(): Promise<void> {
         <p class="page-subtitle">回放 / 实走 · 策略组合模拟盘</p>
       </div>
       <div style="display:flex;gap:8px;align-items:center">
-        <el-button v-if="instFilter != null" size="small" @click="router.push('/paper')">档案 #{{ instFilter }} 过滤中 · 查看</el-button>
+        <el-button v-if="instFilter != null" size="small" @click="router.push('/paper')">实例 #{{ instFilter }} 过滤中 · 查看</el-button>
         <el-button type="primary" @click="goNew">+ 新建模拟盘</el-button>
       </div>
     </div>
@@ -240,22 +248,22 @@ async function saveEdit(): Promise<void> {
             <div class="cell-id mono">#{{ row.id }}</div>
           </template>
         </el-table-column>
-        <el-table-column label="策略 / 档案" min-width="170">
+        <el-table-column label="策略 / 实例" min-width="150">
           <template #default="{ row }">
             <div class="cell-name">{{ strategyOf(row) || '—' }}</div>
-            <div class="cell-id mono muted">{{ row.instance_id ? `档案 #${row.instance_id}` : '未绑档案' }}</div>
+            <div class="cell-id mono muted">{{ instanceNameOf(row.instance_id) || '未绑实例' }}</div>
           </template>
         </el-table-column>
-        <el-table-column label="模式" width="92">
+        <el-table-column label="模式" width="96">
           <template #default="{ row }">
             <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="64">
+        <el-table-column label="频率" width="60">
           <template #default="{ row }"><span class="mono muted">{{ row.interval }}</span></template>
         </el-table-column>
-        <el-table-column label="标的" min-width="130">
+        <el-table-column label="标的" min-width="110">
           <template #default="{ row }"><span class="mono">{{ symbolsShort(row.symbols) }}</span></template>
         </el-table-column>
         <el-table-column label="收益率" width="86" align="right">
@@ -269,13 +277,13 @@ async function saveEdit(): Promise<void> {
             <div class="cell-id mono muted">{{ row.latest_date ?? '—' }}</div>
           </template>
         </el-table-column>
-        <el-table-column label="创建时间" width="142">
-          <template #default="{ row }"><span class="mono muted">{{ createdShort(row.created_at) }}</span></template>
+        <el-table-column label="持仓" width="60" align="right">
+          <template #default="{ row }"><span class="mono muted">{{ row.position_count ?? 0 }}</span></template>
         </el-table-column>
         <el-table-column label="状态" width="80">
           <template #default="{ row }"><span class="chip" :class="`st-${row.status}`">{{ statusLabel[row.status] || row.status }}</span></template>
         </el-table-column>
-        <el-table-column label="操作" width="216" fixed="right">
+        <el-table-column label="操作" width="250" fixed="right">
           <template #default="{ row }">
             <el-button link type="primary" @click="open(row)">查看</el-button>
             <el-button
diff --git a/frontend/src/views/paper/New.vue b/frontend/src/views/paper/New.vue
index a7ca9ae..29bdbe3 100644
--- a/frontend/src/views/paper/New.vue
+++ b/frontend/src/views/paper/New.vue
@@ -112,6 +112,8 @@ async function applyInstance(instId: number | string): Promise<void> {
     ])
     const inst = ir.instance
     fromInstance.value = inst.name || String(instId)
+    // #72 名称自动跟随实例（模拟盘口径：实例名·模式）
+    form.value.name = `${inst.name || String(instId)}·${form.value.mode}`
     const file = fr.files.find((f) => f.name === inst.code_file)
     const cls = file?.class_name || inst.code_file
     const sym = inst.symbol_or_pool || '600000'
@@ -200,7 +202,8 @@ async function onSubmit(): Promise<void> {
       : payload.mode === 'live'
         ? `已创建模拟盘 #${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/${aid}`)
+    // #70 创建完成直接回列表（用户拍板：不再跳结果/监控页）
+    router.push('/paper')
   } catch (e: unknown) {
     ElMessage.error(e instanceof Error ? e.message : '创建失败')
   } finally {
@@ -269,7 +272,7 @@ function onSymbols(v: string): void {
           </el-select>
           <el-select
             :model-value="selectedInstanceId" clearable filterable
-            placeholder="必选：实例档案（策略库可创建）"
+            placeholder="必选：策略实例（策略库可创建）"
             style="width: 260px; margin-left: 8px"
             @update:model-value="onPickInstance"
           >
@@ -278,8 +281,8 @@ function onSymbols(v: string): void {
               :label="`${i.name}（${i.interval}）`"
             />
           </el-select>
-          <span v-if="selectedInstanceId != null" class="muted form-hint">绑定档案 #{{ selectedInstanceId }}（发起时快照）</span>
-          <span v-else class="muted form-hint" style="color: var(--amber)">必选：模拟盘从档案发起</span>
+          <span v-if="selectedInstanceId != null" class="muted form-hint">绑定实例 #{{ selectedInstanceId }}（发起时快照）</span>
+          <span v-else class="muted form-hint" style="color: var(--amber)">必选：模拟盘从实例发起</span>
         </el-form-item>
         <el-form-item label="标的池">
           <el-select v-model="poolForm.pool" style="width: 320px">
@@ -336,7 +339,7 @@ function onSymbols(v: string): void {
           </el-select>
           <el-select
             :model-value="selectedInstanceId" clearable filterable
-            placeholder="必选：实例档案（策略库可创建）"
+            placeholder="必选：策略实例（策略库可创建）"
             style="width: 260px; margin-left: 8px"
             @update:model-value="onPickInstance"
           >
@@ -345,8 +348,8 @@ function onSymbols(v: string): void {
               :label="`${i.name}（${i.interval}）`"
             />
           </el-select>
-          <span v-if="selectedInstanceId != null" class="muted form-hint">绑定档案 #{{ selectedInstanceId }}（发起时快照）</span>
-          <span v-else class="muted form-hint" style="color: var(--amber)">必选：模拟盘从档案发起（CTA 个股策略）</span>
+          <span v-if="selectedInstanceId != null" class="muted form-hint">绑定实例 #{{ selectedInstanceId }}（发起时快照）</span>
+          <span v-else class="muted form-hint" style="color: var(--amber)">必选：模拟盘从实例发起（CTA 个股策略）</span>
         </el-form-item>
         <el-form-item label="撮合时点">
           <el-select v-model="form.strategies[0].match_session" style="width: 280px">
diff --git a/frontend/src/views/strategy/List.vue b/frontend/src/views/strategy/List.vue
index 0c0c70e..6ddee21 100644
--- a/frontend/src/views/strategy/List.vue
+++ b/frontend/src/views/strategy/List.vue
@@ -118,19 +118,22 @@ const lampOf = (s: string): string => {
 }
 const pct = (v: number | null | undefined): string => (v == null ? '—' : (v * 100).toFixed(2) + '%')
 const retClass = (v: number | null | undefined): string => (v == null ? '' : v >= 0 ? 'up' : 'down')
-function latestRet(i: Instance): number | null {
-  const runs = (i.running_accounts || []).map((a) => a.ret)
-  const vals = runs.filter((r): r is number => r != null)
-  return vals.length ? vals[vals.length - 1] : i.last_return
+// #75 收益数值与标签同源：运行类 ret 优先（含其类型），否则回测/回放 run_returns
+interface RetInfo { v: number | null; label: string }
+function retInfoOf(i: Instance): RetInfo {
+  const runs = (i.running_accounts || []).filter((a) => a.ret != null)
+  if (runs.length) {
+    const last = runs[runs.length - 1]
+    const label = last.kind === 'live' ? '实盘 · 最新' : last.kind === 'shadow' ? '影子 · 最新' : '模拟实走 · 最新'
+    return { v: last.ret, label }
+  }
+  const rr = (i as Instance & { run_returns?: Record<string, number> }).run_returns || {}
+  if (rr.backtest != null) return { v: rr.backtest, label: '回测 · 最新' }
+  if (rr.replay != null) return { v: rr.replay, label: '回放 · 最新' }
+  return { v: null, label: '未运行' }
 }
-function retSub(i: Instance): string {
-  const runs = i.running_accounts || []
-  if (runs.some((r) => r.kind === 'live')) return '实盘 · 最新'
-  if (runs.some((r) => r.kind === 'shadow')) return '影子 · 最新'
-  if (runs.some((r) => r.kind === 'paper')) return '模拟实走 · 最新'
-  if (i.status.backtest === 'done') return '回测 · 最新'
-  if (i.status.replay === 'done') return '回放 · 最新'
-  return '未运行'
+function latestRet(i: Instance): number | null {
+  return retInfoOf(i).v
 }
 const paramSummary = (p: Record<string, unknown>): string =>
   Object.entries(p).map(([k, v]) => `${k}=${v}`).join(' · ')
@@ -145,11 +148,24 @@ function newInstance(): void {
 function editInstance(i: Instance): void {
   router.push(`/strategy/instance/${i.id}`)
 }
-// 以文件实际类型为准（老实例 type 字段可能不准，如组合档案标了 cta）
+// 以文件实际类型为准（老实例 type 字段可能不准，如组合实例标了 cta）
 function fileTypeOf(i: Instance): 'portfolio' | 'cta' {
   return files.value.find((f) => f.name === i.code_file)?.type || i.type
 }
+// #68/#75 灯语义统一：事件型（回测/回放）done→直达最新结果；持续型（实走/影子/实盘）
+// 在跑→直达该账户监控页；否则→发起（创建页带实例）。「×历史」按钮才进过滤列表。
 function runBacktest(i: Instance): void {
+  // 有回测结果 → 直达结果页（task_id 前缀判类型）；失败/进行中 → 任务中心；没跑过 → 发起
+  const st = i.status?.backtest || '-'
+  const tid = (i as Instance & { run_meta?: Record<string, { task_id?: string }> }).run_meta?.backtest?.task_id
+  if (st === 'done' && tid) {
+    router.push(tid.startsWith('portfolio') ? `/backtest/portfolio?task_id=${tid}` : `/backtest/result/${tid}`)
+    return
+  }
+  if (st !== '-') {
+    router.push(`/backtest/history?instance=${i.id}`)
+    return
+  }
   const isPf = fileTypeOf(i) === 'portfolio'
   router.push({
     path: isPf ? '/backtest/portfolio' : '/backtest/new',
@@ -162,17 +178,31 @@ function runBacktest(i: Instance): void {
         },
   })
 }
-// 运行灯语义：有在跑账户 → 看运行（列表按档案过滤）；没有 → 发起（创建页带档案）
-function runPaper(i: Instance, mode: 'replay' | 'live' | 'shadow'): void {
-  if (mode !== 'replay' && (i.running_accounts || []).some((a) => a.kind === 'paper' || a.kind === 'shadow')) {
+function runReplay(i: Instance): void {
+  const st = i.status?.replay || '-'
+  const aid = (i as Instance & { run_meta?: Record<string, { account_id?: number }> }).run_meta?.replay?.account_id
+  if (st === 'done' && aid) {
+    router.push(`/paper/result/${aid}`)
+    return
+  }
+  if (st !== '-') {
     router.push(`/paper?instance=${i.id}`)
     return
   }
+  router.push({ path: '/paper/new', query: { mode: 'replay', instance: String(i.id) } })
+}
+function runPaper(i: Instance, mode: 'live' | 'shadow'): void {
+  const run = (i.running_accounts || []).find((a) => a.kind === mode || (mode === 'live' && a.kind === 'paper'))
+  if (run) {
+    router.push(`/paper/live/${run.aid}`) // 在跑 → 直达该账户监控页
+    return
+  }
   router.push({ path: '/paper/new', query: { mode, instance: String(i.id) } })
 }
 function runLive(i: Instance): void {
-  if ((i.running_accounts || []).some((a) => a.kind === 'live')) {
-    router.push(`/live?instance=${i.id}`)
+  const run = (i.running_accounts || []).find((a) => a.kind === 'live')
+  if (run) {
+    router.push(`/live/monitor/${run.aid}`) // 在跑 → 直达监控页
     return
   }
   router.push({ path: '/live/new', query: { instance: String(i.id) } })
@@ -180,7 +210,7 @@ function runLive(i: Instance): void {
 async function onSync(i: Instance): Promise<void> {
   try {
     await ElMessageBox.confirm(
-      `把档案「${i.name}」当前参数同步到全部运行中的模拟账户？实走明晚结算生效；影子账户需重启影子进程生效。实盘不受影响（停了重发）。`,
+      `把实例「${i.name}」当前参数同步到全部运行中的模拟账户？实走明晚结算生效；影子账户需重启影子进程生效。实盘不受影响（停了重发）。`,
       '参数同步', { type: 'warning', confirmButtonText: '同步', cancelButtonText: '取消' },
     )
   } catch {
@@ -313,10 +343,10 @@ const runningRows = computed(() =>
               </div>
               <div class="params mono muted">{{ paramSummary(i.params) }}</div>
               <div class="sym mono">{{ i.symbol_or_pool }}</div>
-              <div class="ret mono" :class="retClass(latestRet(i))">{{ pct(latestRet(i)) }}<span class="sub">{{ retSub(i) }}</span></div>
+              <div class="ret mono" :class="retClass(latestRet(i))">{{ pct(latestRet(i)) }}<span class="sub">{{ retInfoOf(i).label }}</span></div>
               <div class="runs">
                 <button class="run-btn" @click="runBacktest(i)"><span class="lamp" :class="lampOf(i.status.backtest)"></span>回测</button>
-                <button v-if="fileTypeOf(i) !== 'portfolio'" class="run-btn" @click="runPaper(i, 'replay')"><span class="lamp" :class="lampOf(i.status.replay)"></span>回放</button>
+                <button v-if="fileTypeOf(i) !== 'portfolio'" class="run-btn" @click="runReplay(i)"><span class="lamp" :class="lampOf(i.status.replay)"></span>回放</button>
                 <button class="run-btn" :class="{ active: (i.running_accounts || []).some(a => a.kind === 'paper' || a.kind === 'shadow') }" @click="runPaper(i, 'live')">
                   <span class="lamp" :class="lampOf(i.status.paper_live)"></span>{{ runLabel(i, 'paper_live') }}
                 </button>
@@ -326,6 +356,7 @@ const runningRows = computed(() =>
               </div>
               <div class="ops">
                 <button v-if="i.drift" class="term-btn sm warn" :disabled="syncing" @click="onSync(i)">同步</button>
+                <button class="term-btn sm" @click="router.push(`/backtest/history?instance=${i.id}`)">回测历史</button>
                 <button class="term-btn sm" @click="router.push(`/paper?instance=${i.id}`)">模拟历史</button>
                 <button class="term-btn sm" @click="router.push(`/live?instance=${i.id}`)">实盘历史</button>
                 <button class="term-btn sm" @click="overviewId = i.id">全景</button>
@@ -334,7 +365,7 @@ const runningRows = computed(() =>
               </div>
             </div>
             <div v-if="!selectedInstances.length" class="empty muted">
-              该代码还没有实例档案 — 点右上「+ 新实例」创建，或直接发起运行（发起即建档）
+              该代码还没有实例 — 点右上「+ 新实例」创建，或直接发起运行（发起即建档）
             </div>
           </div>
         </template>
diff --git a/sanguo_api/routes.py b/sanguo_api/routes.py
index b0adfe5..67083b7 100644
--- a/sanguo_api/routes.py
+++ b/sanguo_api/routes.py
@@ -366,7 +366,8 @@ def _to_bj(ts: str | None) -> str:
 
 
 @router.get("/task", dependencies=[Depends(verify_token)])
-def list_tasks(type: str | None = None, status: str | None = None):
+def list_tasks(type: str | None = None, status: str | None = None,
+               instance: int | None = None):
     """List tasks: 内存中 running/pending + DB done/failed(历史)。
 
     running/pending 任务还没存 DB(done 才 save_result),光查 DB 看不到刚提交的
@@ -384,6 +385,16 @@ def list_tasks(type: str | None = None, status: str | None = None):
         submissions = load_submissions(orch.db_path)
     except Exception:
         pass  # 旧库无表/读失败 → 退化为旧行为
+    # #69 DB 行的 instance_id 映射（一次性小查询；老任务无列值为 NULL）
+    inst_of: dict[str, int | None] = {}
+    try:
+        import sqlite3 as _sq
+
+        with _sq.connect(orch.db_path) as _c:
+            inst_of = {r[0]: r[1] for r in _c.execute(
+                "SELECT task_id, instance_id FROM backtest_stats WHERE instance_id IS NOT NULL")}
+    except Exception:
+        pass
     active: list[dict] = []
     seen: set[str] = set()
 
@@ -398,6 +409,8 @@ def list_tasks(type: str | None = None, status: str | None = None):
         if type and ttype != type:
             continue
         spec = getattr(orch, "_pending", {}).get(tid, {}) or {}
+        if instance and spec.get("instance_id") != instance:
+            continue
         strat = spec.get("strategy", "")
         if not strat and spec.get("strategy_class"):
             strat = getattr(spec["strategy_class"], "__name__", str(spec["strategy_class"]))
@@ -432,6 +445,9 @@ def list_tasks(type: str | None = None, status: str | None = None):
             continue
         if status and r.status != status:
             continue
+        r_inst = inst_of.get(r.task_id)
+        if instance and r_inst != instance:
+            continue
         submitted = submissions.get(r.task_id)
         db_items.append({
             "id": r.id,
@@ -442,6 +458,7 @@ def list_tasks(type: str | None = None, status: str | None = None):
             "symbol": r.symbol,
             "start": r.start,
             "end": r.end,
+            "instance_id": r_inst,
             "created_at": _to_bj(submitted) or _to_bj(r.created_at),
             "finished_at": _to_bj(r.created_at),
             "duration_s": _duration_s(submitted, r.created_at),
diff --git a/sanguo_api/routes_paper.py b/sanguo_api/routes_paper.py
index 8b1eb72..a5c4d1a 100644
--- a/sanguo_api/routes_paper.py
+++ b/sanguo_api/routes_paper.py
@@ -165,7 +165,7 @@ def create_paper(req: PaperCreateRequest):
                     ret = None
                     if last and req.initial_capital:
                         ret = (last.get("total_equity", 0) - req.initial_capital) / req.initial_capital
-                    update_instance_run(req.instance_id, "replay", "done", ret)
+                    update_instance_run(req.instance_id, "replay", "done", ret, {"account_id": aid})
             except Exception as e:  # noqa: BLE001
                 update_account_status(db, aid, "failed", str(e))
                 if req.instance_id:
@@ -229,9 +229,17 @@ def list_papers():
         rows = conn.execute(
             "SELECT * FROM paper_accounts ORDER BY id DESC"
         ).fetchall()
+        # #71 持仓数（volume>0 的持仓行，对齐实盘列表）
+        pos_counts = {
+            r[0]: r[1] for r in conn.execute(
+                "SELECT account_id, COUNT(*) FROM paper_positions "
+                "WHERE volume > 0 GROUP BY account_id"
+            ).fetchall()
+        }
     out = []
     for r in rows:
         item = dict(r)
+        item["position_count"] = pos_counts.get(item["id"], 0)
         cap = item.get("initial_capital") or 0
         last = load_last_balance(db, item["id"])
         if last and cap:
diff --git a/sanguo_api/routes_strategy.py b/sanguo_api/routes_strategy.py
index f251715..d502a34 100644
--- a/sanguo_api/routes_strategy.py
+++ b/sanguo_api/routes_strategy.py
@@ -127,7 +127,7 @@ def del_instance(inst_id: int):
         names = "、".join(a["label"] for a in running[:3])
         raise HTTPException(
             status_code=409,
-            detail=f"该档案下有运行中的账户（{names}…），请先停止再删除",
+            detail=f"该实例下有运行中的账户（{names}…），请先停止再删除",
         )
     ok = instance_store.delete_instance(inst_id)
     if not ok:
diff --git a/sanguo_backtest/result_store.py b/sanguo_backtest/result_store.py
index b1dcdc1..de6161c 100644
--- a/sanguo_backtest/result_store.py
+++ b/sanguo_backtest/result_store.py
@@ -80,6 +80,11 @@ def _connect(db_path: str) -> sqlite3.Connection:
     """Create database connection and initialize schema."""
     conn = sqlite3.connect(db_path)
     conn.executescript(_SCHEMA)
+    # 迁移：老库补 instance_id 列（§12.6 #69 任务中心按实例过滤）
+    try:
+        conn.execute("ALTER TABLE backtest_stats ADD COLUMN instance_id INTEGER")
+    except sqlite3.OperationalError:
+        pass  # 列已存在
     return conn
 
 
diff --git a/sanguo_orchestrator/runner.py b/sanguo_orchestrator/runner.py
index b79dda3..0a41f0d 100644
--- a/sanguo_orchestrator/runner.py
+++ b/sanguo_orchestrator/runner.py
@@ -221,8 +221,22 @@ class Orchestrator:
                 stats = getattr(result, "statistics", None) or {}
                 m = stats.get("metrics") if isinstance(stats.get("metrics"), dict) else stats
                 ret = m.get("total_return")
-            meta = {"code_hash": spec["code_hash"]} if spec.get("code_hash") else None
+            meta = {"task_id": task_id}
+            if spec.get("code_hash"):
+                meta["code_hash"] = spec["code_hash"]
             update_instance_run(int(inst_id), "backtest", status, ret, meta)
+            # #69 任务行落 instance_id（任务中心按实例过滤；重启不丢，补足内存 spec）
+            if self.db_path:
+                try:
+                    import sqlite3 as _sq
+
+                    with _sq.connect(self.db_path) as _c:
+                        _c.execute(
+                            "UPDATE backtest_stats SET instance_id=? WHERE task_id=?",
+                            (int(inst_id), task_id),
+                        )
+                except Exception:
+                    pass
         except Exception:
             import logging
             logging.getLogger(__name__).warning(