feat: add support for quarterly and semiannual financial data frequencies

backend/app/api/data_routes.py

@@ -81,7 +81,8 @@ async def fetch_data(
         symbol=request.symbol,
         data_source=request.data_source,
         update_id=data_update.id,
-        currency=request.currency
+        currency=request.currency,
+        frequency=request.frequency
     )
     
     return FetchDataResponse(
@@ -98,7 +99,8 @@ def fetch_data_background(
     symbol: str,
     data_source: str,
     update_id: int,
-    currency: str = None
+    currency: str = None,
+    frequency: str = "Annual"
 ):
     """后台数据获取任务 - 完全同步执行,避免event loop冲突"""
     import sys
@@ -120,7 +122,8 @@ def fetch_data_background(
             symbol=symbol,
             data_source=data_source,
             update_id=update_id,
-            currency=currency
+            currency=currency,
+            frequency=frequency
         )
         
         # 更新数据更新记录 - 使用psycopg2同步连接
@@ -257,6 +260,7 @@ async def get_fetch_status(
 async def get_financial_data(
     company_id: int,
     data_source: str,
+    frequency: str = "Annual",
     db: AsyncSession = Depends(get_db)
 ):
     """
@@ -268,6 +272,7 @@ async def get_financial_data(
         data = await data_fetcher_service.get_financial_data_from_db(
             company_id=company_id,
             data_source=data_source,
+            frequency=frequency,
             db=db
         )
         

backend/app/clients/bloomberg_client.py

@@ -277,12 +277,17 @@ class BloombergClient:
             logger.error(f"DB Connection Error: {e}")
             return None
 
-    def _ensure_schema(self, conn):
+    def _ensure_schema(self, conn, table_name="stockcard"):
         """Ensure the necessary tables exist."""
         with conn.cursor() as cur:
             # Create table if not exists (Inferred schema from legacy use)
-            cur.execute("""
+            # Use format string for table name as it cannot be parameterized directly in DDL
-                CREATE TABLE IF NOT EXISTS stockcard (
+            # Validate table_name to prevent SQL injection (simple whitelist or strict formatting)
+            if table_name not in ["stockcard", "stockcard_quarter", "stockcard_semiannual"]:
+                raise ValueError(f"Invalid table name: {table_name}")
+
+            cur.execute(f"""
+                CREATE TABLE IF NOT EXISTS {table_name} (
                     id SERIAL PRIMARY KEY,
                     Company_code TEXT,
                     update_date DATE,
@@ -296,31 +301,29 @@ class BloombergClient:
             
             # Ensure column exists if table was already created
             try:
-                cur.execute("ALTER TABLE stockcard ADD COLUMN IF NOT EXISTS source TEXT;")
+                cur.execute(f"ALTER TABLE {table_name} ADD COLUMN IF NOT EXISTS source TEXT;")
             except Exception:
                 conn.rollback() # Should not happen with IF NOT EXISTS but good practice
             
             # Migrate update_date to TIMESTAMP
             try:
-                cur.execute("ALTER TABLE stockcard ALTER COLUMN update_date TYPE TIMESTAMP USING update_date::timestamp;")
+                cur.execute(f"ALTER TABLE {table_name} ALTER COLUMN update_date TYPE TIMESTAMP USING update_date::timestamp;")
             except Exception as e:
                 # Likely already converted or failed, log but don't crash
-                logger.info(f"Schema migration note (update_date): {e}")
+                logger.info(f"Schema migration note (update_date) for {table_name}: {e}")
                 conn.rollback()
             
             conn.commit()
 
-    def save_data(self, data_list):
+    def save_data(self, data_list, table_name="stockcard"):
         """Insert a list of data dictionaries into the database."""
         if not data_list:
             return
 
-
-            
         conn = self._get_db_connection()
         if not conn: return
 
-        self._ensure_schema(conn)
+        self._ensure_schema(conn, table_name)
         
         try:
             with conn.cursor() as cur:
@@ -337,28 +340,31 @@ class BloombergClient:
                         'bloomberg'
                     ))
                 
-                query = """
+                query = f"""
-                    INSERT INTO stockcard (Company_code, update_date, currency, indicator, value, value_date, source)
+                    INSERT INTO {table_name} (Company_code, update_date, currency, indicator, value, value_date, source)
                     VALUES (%s, %s, %s, %s, %s, %s, %s)
                 """
                 cur.executemany(query, args_list)
                 conn.commit()
-                logger.info(f"✅ Saved {len(data_list)} records to database.")
+                logger.info(f"✅ Saved {len(data_list)} records to database table '{table_name}'.")
         except Exception as e:
-            logger.error(f"Error saving to stockcard: {e}")
+            logger.error(f"Error saving to {table_name}: {e}")
             conn.rollback()
         finally:
             conn.close()
 
-    def run_cleanup(self):
+    def run_cleanup(self, table_name="stockcard"):
         """Run deduplication and view refresh logic."""
         conn = self._get_db_connection()
         if not conn: return
         
+        if table_name not in ["stockcard", "stockcard_quarter", "stockcard_semiannual"]:
+             return
+
         try:
             with conn.cursor() as cur:
                 # 1. Deduplication
-                cur.execute('''
+                cur.execute(f'''
                 WITH DuplicateRows AS (
                     SELECT
                         id,
@@ -367,9 +373,9 @@ class BloombergClient:
                             ORDER BY update_date DESC, id DESC
                         ) as rn
                     FROM
-                        stockcard
+                        {table_name}
                 )
-                DELETE FROM stockcard
+                DELETE FROM {table_name}
                 WHERE id IN (
                     SELECT id
                     FROM DuplicateRows
@@ -377,7 +383,11 @@ class BloombergClient:
                 );
                 ''')
                 
-                # 2. Materialized View Refresh
+                # 2. Materialized View Refresh (Only for main table for now, or unified?)
+                # For now, unique_company_codes likely relies on the main table for list of companies.
+                # We can skip updating the view if it's just meant for company discovery, 
+                # assuming stockcard (annual) covers all companies.
+                if table_name == "stockcard":
                     cur.execute('''
                         CREATE MATERIALIZED VIEW IF NOT EXISTS public.unique_company_codes AS
                         SELECT
@@ -400,18 +410,19 @@ class BloombergClient:
                         pass
                 
                 conn.commit()
-                logger.info("✅ Cleanup and View Refresh completed.")
+                logger.info(f"✅ Cleanup completed for {table_name}.")
         except Exception as e:
-            logger.error(f"❌ Cleanup failed: {e}")
+            logger.error(f"❌ Cleanup failed for {table_name}: {e}")
             conn.rollback()
         finally:
             conn.close()
 
     # --- Core Fetching Logic ---
 
-    def fetch_company(self, market, symbol, progress_callback=None, force_currency=None):
+    def fetch_company(self, market, symbol, progress_callback=None, force_currency=None, period="YEARLY"):
         """
         Main entry point to fetch data for a single company.
+        period: 'YEARLY' or 'QUARTERLY'
         """
         # Determine Bloomberg Ticker format
         # If symbol already has Equity, use it. Else append.
@@ -440,8 +451,15 @@ class BloombergClient:
 
         today_str = datetime.now().strftime('%Y-%m-%d %H:%M:%S')
         
-        logger.info(f"🚀 Starting fetch for: {company_code}")
+        # Determine Table Name
-        if progress_callback: progress_callback("Starting Bloomberg session...", 0)
+        table_name = "stockcard"
+        if period == "QUARTERLY":
+            table_name = "stockcard_quarter"
+        elif period == "SEMI_ANNUALLY":
+            table_name = "stockcard_semiannual"
+
+        logger.info(f"🚀 Starting fetch for: {company_code} (Period: {period}, Table: {table_name})")
+        if progress_callback: progress_callback(f"Starting Bloomberg session ({period})...", 0)
         
         # 0. Prep Remote Environment
         init_code = """
@@ -482,28 +500,32 @@ if 'bquery' not in globals():
             logger.info("Fetching Basic Data...")
             if progress_callback: progress_callback("Fetching Company Basic Info...", 10)
             try:
+                # Basic data is always same regardless of period (it's metadata)
+                # We save it to the target table to ensure FK/Consistency if needed, 
+                # or just save to main table?
+                # For simplicity and self-containment, save to target table too.
                 basic_data = self._fetch_basic_remote(company_code, currency, query_ticker=query_ticker) 
                 logger.info(f"DEBUG: basic_data before save: {basic_data}")
-                self.save_data(basic_data)
+                self.save_data(basic_data, table_name=table_name)
             except Exception as e:
                 logger.error(f"Error fetching basic data: {e}")
 
             # 3. Fetch Currency Data
             logger.info("Fetching Currency Data...")
-            if progress_callback: progress_callback(f"正在获取货币指标 ({currency})...", 30)
+            if progress_callback: progress_callback(f"正在获取货币指标 ({period})...", 30)
             curr_data = []
             try:
-                curr_data = self._fetch_series_remote(company_code, currency, CURRENCY_CONFIG, "currency", query_ticker=query_ticker)
+                curr_data = self._fetch_series_remote(company_code, currency, CURRENCY_CONFIG, "currency", query_ticker=query_ticker, period=period)
-                self.save_data(curr_data)
+                self.save_data(curr_data, table_name=table_name)
             except Exception as e:
                 logger.error(f"Error fetching currency series: {e}")
 
             # 4. Fetch Non-Currency Data
             logger.info("Fetching Non-Currency Data...")
-            if progress_callback: progress_callback("正在获取非货币指标...", 50)
+            if progress_callback: progress_callback(f"正在获取非货币指标 ({period})...", 50)
             try:
-                non_curr_data = self._fetch_series_remote(company_code, currency, NON_CURRENCY_CONFIG, "non_currency", query_ticker=query_ticker)
+                non_curr_data = self._fetch_series_remote(company_code, currency, NON_CURRENCY_CONFIG, "non_currency", query_ticker=query_ticker, period=period)
-                self.save_data(non_curr_data)
+                self.save_data(non_curr_data, table_name=table_name)
             except Exception as e:
                 logger.error(f"Error fetching non-currency series: {e}")
 
@@ -527,7 +549,7 @@ if 'bquery' not in globals():
                 logger.info(f"Found {len(revenue_dates)} revenue reporting dates. Fetching aligned price data...")
                 try:
                     price_data = self._fetch_price_by_dates_remote(company_code, currency, revenue_dates, query_ticker=query_ticker)
-                    self.save_data(price_data)
+                    self.save_data(price_data, table_name=table_name)
                 except Exception as e:
                      logger.error(f"Error fetching aligned price data: {e}")
             else:
@@ -540,13 +562,13 @@ if 'bquery' not in globals():
                 
                 try:
                     price_data = self._fetch_price_by_dates_remote(company_code, currency, fallback_dates, query_ticker=query_ticker)
-                    self.save_data(price_data)
+                    self.save_data(price_data, table_name=table_name)
                 except Exception as e:
                     logger.error(f"Error fetching fallback price data: {e}")
 
             # 5. Cleanup
             if progress_callback: progress_callback("Finalizing data...", 90)
-            self.run_cleanup()
+            self.run_cleanup(table_name=table_name)
             logger.info(f"✅ Completed processing for {company_code}")
             if progress_callback: progress_callback("Bloomberg data sync complete", 100)
             
@@ -639,7 +661,7 @@ get_basic()
 """
         return self._execute_and_parse(code)
 
-    def _fetch_series_remote(self, company_code, currency, config_dict, result_type, query_ticker=None):
+    def _fetch_series_remote(self, company_code, currency, config_dict, result_type, query_ticker=None, period="YEARLY"):
         """Generates code to fetch series data using BDH"""
         target_ticker = query_ticker if query_ticker else company_code
         
@@ -648,6 +670,15 @@ get_basic()
         
         # Calculate start date
         end_date = datetime.now()
+        
+        if period == "QUARTERLY":
+            # Recent 12 quarters = 3 years = ~1095 days. 
+            # Adding small buffer to 1100 days to be safe.
+            start_date = end_date - timedelta(days=1100)
+        elif period == "SEMI_ANNUALLY":
+             # Recent 12 periods = 6 years = ~2200 days.
+             start_date = end_date - timedelta(days=2200)
+        else:
             start_date = end_date - timedelta(days=period_years*365)
         
         # Format dates for BDH (YYYYMMDD)
@@ -657,7 +688,7 @@ get_basic()
         # BDH Options
         bdh_options = {
             "periodicityAdjustment": "FISCAL",
-            "periodicitySelection": "YEARLY",
+            "periodicitySelection": period, # YEARLY or QUARTERLY
             "currency": currency,
             # "nonTradingDayFillOption": "NON_TRADING_WEEKDAYS",
             # "nonTradingDayFillMethod": "PREVIOUS_VALUE"

backend/app/fetchers/bloomberg_fetcher.py

@@ -105,11 +105,23 @@ class BloombergFetcher(DataFetcher):
         except Exception as e:
             print(f"Bloomberg fetch failed (ignoring, checking DB): {e}")
 
-    def sync_all_data(self, symbol: str, progress_callback=None, force_currency=None):
+    def sync_all_data(self, symbol: str, progress_callback=None, force_currency=None, frequency="Annual"):
         """
         Sync all data for the company.
         Delegates to the universal client.
+        frequency: 'Annual' (default) or 'Quarter'.
         """
+        period = "YEARLY"
+        if frequency == "Quarterly" or frequency == "Quarter":
+            period = "QUARTERLY"
+        elif frequency == "Semiannual" or frequency == "Semiannually":
+            period = "SEMI_ANNUALLY"
+        
+        # Pass period to client
+        if 'period' in self.client.fetch_company.__code__.co_varnames:
+            self.client.fetch_company(self.market, symbol, progress_callback=progress_callback, force_currency=force_currency, period=period)
+        else:
+            # Fallback for old client code (should not happen if client updated first)
             self.client.fetch_company(self.market, symbol, progress_callback=progress_callback, force_currency=force_currency)
         
     def get_income_statement(self, symbol: str) -> pd.DataFrame:
@@ -143,3 +155,4 @@ class BloombergFetcher(DataFetcher):
     def get_financial_ratios(self, symbol: str) -> pd.DataFrame:
         """兼容性空方法"""
         return pd.DataFrame()
+

backend/app/schemas.py

@@ -48,6 +48,7 @@ class FetchDataRequest(BaseModel):
     data_source: str
     force_refresh: bool = False
     currency: Optional[str] = None
+    frequency: Optional[str] = "Annual"
 
 class FetchDataResponse(BaseModel):
     update_id: int

backend/app/services/bloomberg_service.py

@@ -15,7 +15,8 @@ logger = logging.getLogger(__name__)
 
 async def get_bloomberg_data(
     company: Company,
-    db: AsyncSession
+    db: AsyncSession,
+    frequency: str = "Annual"
 ) -> List[Dict]:
     """
     获取指定公司的 Bloomberg 财务数据
@@ -23,11 +24,25 @@ async def get_bloomberg_data(
     Args:
         company: 公司对象
         db: 数据库会话
+        frequency: 'Annual' or 'Quarterly'
         
     Returns:
         List[Dict]: 统一格式的财务数据列表
     """
     try:
+        # Determine table name
+        table_name = "stockcard"
+        if frequency == "Quarterly" or frequency == "Quarter":
+            table_name = "stockcard_quarter"
+        elif frequency == "Semiannual" or frequency == "Semiannually":
+            table_name = "stockcard_semiannual"
+
+        # Check if table exists (to avoid UndefinedTableError on first run)
+        check_table_sql = text("SELECT to_regclass(:table_name)")
+        table_exists = await db.execute(check_table_sql, {"table_name": f"public.{table_name}"})
+        if not table_exists.scalar():
+            return []
+
         # 1. 查找对应的 Company_code
         # stockcard 中存储的是 "AAPL US Equity" 而 symbol 是 "AAPL"
         target_code = None
@@ -37,8 +52,9 @@ async def get_bloomberg_data(
         possible_codes = [f"{company.symbol}{s}" for s in suffixes]
         
         # 检查哪个存在
+        # Use dynamic table name in SQL (safe since we control table_name variable)
         for code in possible_codes:
-            check_sql = text("SELECT 1 FROM stockcard WHERE Company_code = :code LIMIT 1")
+            check_sql = text(f"SELECT 1 FROM {table_name} WHERE Company_code = :code LIMIT 1")
             exists = await db.execute(check_sql, {"code": code})
             if exists.scalar():
                 target_code = code
@@ -46,22 +62,22 @@ async def get_bloomberg_data(
         
         # 如果没找到，尝试模糊匹配 (作为兜底)
         if not target_code:
-            fuzzy_sql = text("SELECT Company_code FROM stockcard WHERE Company_code LIKE :symbol LIMIT 1")
+            fuzzy_sql = text(f"SELECT Company_code FROM {table_name} WHERE Company_code LIKE :symbol LIMIT 1")
             fuzzy_res = await db.execute(fuzzy_sql, {"symbol": f"%{company.symbol}%"})
             row = fuzzy_res.fetchone()
             if row:
                 target_code = row[0]
         
         if not target_code:
-            logger.warning(f"No Bloomberg data found for symbol: {company.symbol}")
+            logger.warning(f"No Bloomberg data found for symbol: {company.symbol} in {table_name}")
             return []
 
         # 2. 获取该公司的所有数据
         # schema: indicator, value, value_date (作为报告期)
         # Added update_date
-        query = text("""
+        query = text(f"""
             SELECT indicator, value, value_date, currency, update_date
-            FROM stockcard 
+            FROM {table_name} 
             WHERE Company_code = :code
         """)
         result = await db.execute(query, {"code": target_code})
@@ -115,5 +131,5 @@ async def get_bloomberg_data(
         return full_list
             
     except Exception as e:
-        logger.error(f"Error fetching Bloomberg data from stockcard: {e}", exc_info=True)
+        logger.error(f"Error fetching Bloomberg data from {table_name}: {e}", exc_info=True)
         return []

backend/app/services/data_fetcher_service.py

@@ -210,7 +210,8 @@ def fetch_financial_data_sync(
     symbol: str,
     data_source: str,
     update_id: int,
-    currency: Optional[str] = None
+    currency: Optional[str] = None,
+    frequency: Optional[str] = "Annual"
 ):
     """
     同步方式获取财务数据（在后台任务中调用）
@@ -219,7 +220,8 @@ def fetch_financial_data_sync(
     """
     try:
         # 0. 初始化
-        update_progress_sync(update_id, "正在初始化数据获取...", 0)
+        display_freq = "季度" if frequency == "Quarterly" or frequency == "Quarter" else "年度"
+        update_progress_sync(update_id, f"正在初始化数据获取 ({display_freq})...", 0)
         
         # 格式化股票代码 - CN市场需要添加.SH或.SZ后缀
         formatted_symbol = symbol
@@ -258,13 +260,17 @@ def fetch_financial_data_sync(
                 # 检查 sync_all_data 是否接受 progress_callback 参数
                 import inspect
                 sig = inspect.signature(fetcher.sync_all_data)
+                
+                kwargs = {}
                 if 'progress_callback' in sig.parameters:
+                    kwargs['progress_callback'] = progress_callback
                 if 'force_currency' in sig.parameters:
-                         fetcher.sync_all_data(formatted_symbol, progress_callback=progress_callback, force_currency=currency)
+                    kwargs['force_currency'] = currency
-                    else:
+                if 'frequency' in sig.parameters:
-                         fetcher.sync_all_data(formatted_symbol, progress_callback=progress_callback)
+                    kwargs['frequency'] = frequency
-                else:
+
-                    fetcher.sync_all_data(formatted_symbol)
+                fetcher.sync_all_data(formatted_symbol, **kwargs)
+
             else:
                 # 兼容旧代码，虽然有了 sync_all_data 后这部分应该不需要了
                 fetcher.get_income_statement(formatted_symbol)
@@ -309,7 +315,8 @@ def fetch_financial_data_sync(
 async def get_financial_data_from_db(
     company_id: int,
     data_source: str,
-    db: AsyncSession
+    db: AsyncSession,
+    frequency: str = "Annual"
 ) -> Dict:
     """
     从数据库读取财务数据
@@ -318,6 +325,7 @@ async def get_financial_data_from_db(
         company_id: 公司ID
         data_source: 数据源 (iFinD, Bloomberg, Tushare)
         db: 数据库会话
+        frequency: 'Annual' or 'Quarterly'
     
     Returns:
         包含所有财务数据的字典
@@ -447,7 +455,7 @@ async def get_financial_data_from_db(
     elif data_source == 'Bloomberg':
         try:
             # 使用独立的 Bloomberg 服务读取数据
-            unified_data = await get_bloomberg_data(company, db)
+            unified_data = await get_bloomberg_data(company, db, frequency=frequency)
             
             response_data["unified_data"] = unified_data
             response_data["income_statement"] = []

backend/scripts/create_quarterly_table.py

@@ -0,0 +1,51 @@
+import os
+import psycopg2
+from dotenv import load_dotenv
+
+load_dotenv()
+
+def create_table():
+    db_host = os.getenv("DB_HOST", "192.168.3.195")
+    db_user = os.getenv("DB_USER", "value")
+    db_pass = os.getenv("DB_PASSWORD", "Value609!")
+    db_name = os.getenv("DB_NAME", "fa3")
+    db_port = os.getenv("DB_PORT", "5432")
+
+    try:
+        conn = psycopg2.connect(
+            host=db_host, user=db_user, password=db_pass, dbname=db_name, port=db_port
+        )
+        cur = conn.cursor()
+        
+        print("Creating stockcard_quarter table...")
+        
+        create_sql = """
+        CREATE TABLE IF NOT EXISTS stockcard_quarter (
+            id SERIAL PRIMARY KEY,
+            company_code TEXT,
+            indicator TEXT,
+            value TEXT,
+            currency TEXT,
+            value_date DATE,
+            update_date TIMESTAMP WITHOUT TIME ZONE,
+            source TEXT
+        );
+        """
+        cur.execute(create_sql)
+        
+        # Create indexes
+        print("Creating indexes...")
+        cur.execute("CREATE INDEX IF NOT EXISTS idx_stockcard_quarter_company_code ON stockcard_quarter(company_code);")
+        cur.execute("CREATE INDEX IF NOT EXISTS idx_stockcard_quarter_value_date ON stockcard_quarter(value_date);")
+        
+        conn.commit()
+        print("Done!")
+        
+        cur.close()
+        conn.close()
+
+    except Exception as e:
+        print(f"Error: {e}")
+
+if __name__ == "__main__":
+    create_table()

backend/scripts/create_semiannual_table.py

@@ -0,0 +1,51 @@
+import os
+import psycopg2
+from dotenv import load_dotenv
+
+load_dotenv()
+
+def create_table():
+    db_host = os.getenv("DB_HOST", "192.168.3.195")
+    db_user = os.getenv("DB_USER", "value")
+    db_pass = os.getenv("DB_PASSWORD", "Value609!")
+    db_name = os.getenv("DB_NAME", "fa3")
+    db_port = os.getenv("DB_PORT", "5432")
+
+    try:
+        conn = psycopg2.connect(
+            host=db_host, user=db_user, password=db_pass, dbname=db_name, port=db_port
+        )
+        cur = conn.cursor()
+        
+        print("Creating stockcard_semiannual table...")
+        
+        create_sql = """
+        CREATE TABLE IF NOT EXISTS stockcard_semiannual (
+            id SERIAL PRIMARY KEY,
+            company_code TEXT,
+            indicator TEXT,
+            value TEXT,
+            currency TEXT,
+            value_date DATE,
+            update_date TIMESTAMP WITHOUT TIME ZONE,
+            source TEXT
+        );
+        """
+        cur.execute(create_sql)
+        
+        # Create indexes
+        print("Creating indexes...")
+        cur.execute("CREATE INDEX IF NOT EXISTS idx_stockcard_semiannual_company_code ON stockcard_semiannual(company_code);")
+        cur.execute("CREATE INDEX IF NOT EXISTS idx_stockcard_semiannual_value_date ON stockcard_semiannual(value_date);")
+        
+        conn.commit()
+        print("Done!")
+        
+        cur.close()
+        conn.close()
+
+    except Exception as e:
+        print(f"Error: {e}")
+
+if __name__ == "__main__":
+    create_table()

frontend/src/app/page.tsx

@@ -325,6 +325,7 @@ function CompanyAnalysisView({
           <Badge className="text-xs">{company.market}</Badge>
         </div>
         <div className="flex items-center gap-2 mr-4">
+          {dataSource !== 'Bloomberg' && (
             <Button
               variant="outline"
               size="sm"
@@ -335,6 +336,7 @@ function CompanyAnalysisView({
               {(loading || fetching) ? <Loader2 className="h-4 w-4 animate-spin" /> : <RefreshCw className="h-4 w-4" />}
               {(loading || fetching) ? "更新中..." : "更新数据"}
             </Button>
+          )}
         </div>
 
         <div className="flex items-center space-x-1 mr-6 border rounded-md p-1 bg-muted/20">
@@ -363,7 +365,7 @@ function CompanyAnalysisView({
           </div>
         )}
 
-        {!fetching && !loading && <div className="text-xs text-muted-foreground flex items-center gap-1">
+        {!fetching && !loading && dataSource !== 'Bloomberg' && <div className="text-xs text-muted-foreground flex items-center gap-1">
           <CheckCircle2 className="w-3 h-3 text-green-500" /> 已更新: {status?.last_update?.date ? formatTimestamp(status.last_update.date) : "无记录"}
         </div>}
       </HeaderPortal>
@@ -384,6 +386,9 @@ function CompanyAnalysisView({
             selectedCurrency={currency}
             userMarket={company.market}
             companyId={status.company_id}
+            companySymbol={company.symbol}
+            companyMarket={company.market}
+            companyName={company.company_name}
             lastUpdate={status.last_update?.date}
           />
         )

frontend/src/components/bloomberg-view.tsx

@@ -1,26 +1,43 @@
-"use client"
+import { useEffect, useState, useMemo } from "react"
-
-import { useEffect, useState } from "react"
 import { Card, CardContent, CardHeader, CardTitle } from "@/components/ui/card"
 import { Table, TableBody, TableCell, TableHead, TableHeader, TableRow } from "@/components/ui/table"
-import { Loader2, DollarSign, RefreshCw, ChevronRight, ChevronDown } from "lucide-react"
+import { Loader2, DollarSign, RefreshCw, ChevronRight, ChevronDown, CloudDownload } from "lucide-react"
 import { Button } from "@/components/ui/button"
+import { Tabs, TabsList, TabsTrigger } from "@/components/ui/tabs"
 import { getFinancialData } from "@/lib/api"
 import { formatNumber, formatLargeNumber, formatDate } from "@/lib/formatters"
-import type { FinancialDataResponse } from "@/lib/types"
+import type { FinancialDataResponse, SearchResult } from "@/lib/types"
+import { useFinancialData } from "@/hooks/use-financial-data"
 
 interface BloombergViewProps {
     companyId: number
+    companySymbol?: string // Need symbol/market for hook
+    companyMarket?: string
+    companyName?: string
     onBack?: () => void
     selectedCurrency?: string
-    userMarket?: string
+    userMarket?: string // This is likely same as companyMarket but passed from parent context
     lastUpdate?: string
 }
 
-export function BloombergView({ companyId, onBack, selectedCurrency = "Auto", userMarket, lastUpdate }: BloombergViewProps) {
+export function BloombergView({ companyId, companySymbol, companyMarket, companyName, onBack, selectedCurrency = "Auto", userMarket, lastUpdate }: BloombergViewProps) {
     const [data, setData] = useState<FinancialDataResponse | null>(null)
     const [loading, setLoading] = useState(true)
     const [error, setError] = useState("")
+    const [frequency, setFrequency] = useState<'Annual' | 'Quarterly' | 'Semiannual'>('Annual')
+
+    // Construct mock Company SearchResult for hook
+    // Note: In a real app we might pass the full object props
+    const companyObj: SearchResult | null = useMemo(() => {
+        return companySymbol && companyMarket ? {
+            symbol: companySymbol,
+            market: companyMarket,
+            company_name: companyName || companySymbol
+        } : null
+    }, [companySymbol, companyMarket, companyName])
+
+    // Use Hook
+    const { fetching, fetchData, updateStatus } = useFinancialData(companyObj, "Bloomberg")
 
     const loadData = async () => {
         if (!companyId) return
@@ -28,8 +45,8 @@ export function BloombergView({ companyId, onBack, selectedCurrency = "Auto", us
         setLoading(true)
         setError("")
         try {
-            console.log("Fetching Bloomberg data for company:", companyId)
+            console.log(`Fetching Bloomberg data for company: ${companyId} (${frequency})`)
-            const result = await getFinancialData(companyId, "Bloomberg")
+            const result = await getFinancialData(companyId, "Bloomberg", frequency)
             console.log("Bloomberg data result:", result)
             setData(result)
         } catch (err: any) {
@@ -42,18 +59,32 @@ export function BloombergView({ companyId, onBack, selectedCurrency = "Auto", us
 
     useEffect(() => {
         loadData()
-    }, [companyId, lastUpdate])
+    }, [companyId, lastUpdate, frequency])
 
-    if (loading) {
+    // Re-load data when fetch completes
+    useEffect(() => {
+        if (updateStatus?.status === 'completed') {
+            loadData()
+        }
+    }, [updateStatus?.status])
+
+    const handleSync = () => {
+        if (companyObj) {
+            // Force refresh, with auto currency (undefined), and selected frequency
+            fetchData(true, undefined, frequency)
+        }
+    }
+
+    if (loading && !data) {
         return (
             <div className="flex flex-col items-center justify-center min-h-[400px] space-y-4">
                 <Loader2 className="h-8 w-8 animate-spin text-primary" />
-                <p className="text-muted-foreground">正在加载 Bloomberg 原始数据...</p>
+                <p className="text-muted-foreground">正在加载 Bloomberg 原始数据 ({frequency === 'Annual' ? '年度' : frequency === 'Semiannual' ? '半年度' : '季度'})...</p>
             </div>
         )
     }
 
-    if (error) {
+    if (error && !data) {
         return (
             <Card className="border-destructive">
                 <CardContent className="pt-6">
@@ -66,10 +97,10 @@ export function BloombergView({ companyId, onBack, selectedCurrency = "Auto", us
         )
     }
 
-    if (!data) return null
+    if (!data && !fetching) return null
 
     // 如果后端提供了统一数据字段，直接使用
-    const mergedData = data.unified_data || []
+    const mergedData = data?.unified_data || []
 
     return (
         <div className="space-y-6">
@@ -84,16 +115,42 @@ export function BloombergView({ companyId, onBack, selectedCurrency = "Auto", us
                         <BasicInfoHeader data={mergedData} selectedCurrency={selectedCurrency} userMarket={userMarket} />
                     </div>
 
-                    <div className="flex gap-2 ml-auto">
+                    <div className="flex gap-2 ml-auto items-center">
-                        <Button variant="outline" size="sm" onClick={loadData}>
+                        {fetching && (
-                            <RefreshCw className="w-4 h-4 mr-2" />
+                            <div className="flex items-center gap-2 mr-2 text-sm text-muted-foreground">
-                            刷新数据
+                                <Loader2 className="h-3 w-3 animate-spin" />
+                                <span>
+                                    {updateStatus?.progress_message || "正在同步..."} ({updateStatus?.progress_percentage || 0}%)
+                                </span>
+                            </div>
+                        )}
+
+                        <Tabs value={frequency} onValueChange={(v) => setFrequency(v as 'Annual' | 'Quarterly' | 'Semiannual')} className="w-[270px]">
+                            <TabsList className="grid w-full grid-cols-3">
+                                <TabsTrigger value="Annual">年度</TabsTrigger>
+                                <TabsTrigger value="Semiannual">半年度</TabsTrigger>
+                                <TabsTrigger value="Quarterly">季度</TabsTrigger>
+                            </TabsList>
+                        </Tabs>
+
+                        <Button variant="outline" size="sm" onClick={handleSync} disabled={fetching}>
+                            {fetching ? <Loader2 className="w-4 h-4 mr-2 animate-spin" /> : <CloudDownload className="w-4 h-4 mr-2" />}
+                            同步源数据
+                        </Button>
+
+                        <Button variant="ghost" size="icon" onClick={loadData} title="刷新本地视图">
+                            <RefreshCw className="w-4 h-4" />
                         </Button>
                     </div>
                 </div>
             </div>
 
-            <RawDataTable title="财务数据总表" data={mergedData} selectedCurrency={selectedCurrency} userMarket={userMarket} />
+            <RawDataTable
+                title={frequency === 'Annual' ? "财务数据总表 (年度)" : frequency === 'Semiannual' ? "财务数据总表 (半年度)" : "财务数据总表 (季度)"}
+                data={mergedData}
+                selectedCurrency={selectedCurrency}
+                userMarket={userMarket}
+            />
         </div>
     )
 }

frontend/src/hooks/use-financial-data.ts

@@ -58,7 +58,7 @@ export function useFinancialData(company: SearchResult | null, dataSource: strin
     }, [updateId, fetching, checkStatus])
 
     // Trigger data fetch
-    const fetchData = async (forceRefresh = false, currency?: string) => {
+    const fetchData = async (forceRefresh = false, currency?: string, frequency: 'Annual' | 'Quarterly' | 'Semiannual' = 'Annual') => {
         if (!company) return
         setFetching(true)
         setError("")
@@ -69,7 +69,8 @@ export function useFinancialData(company: SearchResult | null, dataSource: strin
                 company_name: company.company_name,
                 data_source: dataSource,
                 force_refresh: forceRefresh,
-                currency: currency
+                currency: currency,
+                frequency: frequency
             })
             setUpdateId(response.update_id)
         } catch (err: any) {

frontend/src/lib/api.ts

@@ -108,10 +108,11 @@ export async function getFetchStatus(updateId: number): Promise<DataUpdateRespon
  */
 export async function getFinancialData(
     companyId: number,
-    dataSource: string
+    dataSource: string,
+    frequency: 'Annual' | 'Quarterly' | 'Semiannual' = 'Annual'
 ): Promise<FinancialDataResponse> {
     const res = await fetch(
-        `${API_BASE}/data/financial?company_id=${companyId}&data_source=${dataSource}`
+        `${API_BASE}/data/financial?company_id=${companyId}&data_source=${dataSource}&frequency=${frequency}`
     )
     if (!res.ok) throw new Error("Failed to get financial data")
     return res.json()

frontend/src/lib/types.ts

@@ -59,6 +59,7 @@ export interface FetchDataRequest {
     data_source: string
     force_refresh?: boolean
     currency?: string
+    frequency?: 'Annual' | 'Quarterly' | 'Semiannual'
 }
 
 export interface FetchDataResponse {