From e855a16c698cd255cc63b9f29fb2b29c006ac4ce Mon Sep 17 00:00:00 2001
From: "Lv, Qi" <lvsoft@gmail.com>
Date: Wed, 19 Nov 2025 06:58:47 +0800
Subject: [PATCH] feat(analysis): integrate analysis templates into report
 workflow

- Backend: Add template_id to DataRequest and AnalysisResult metadata
- Frontend: Add TemplateSelector to Report page
- Frontend: Refactor ReportPage to use AnalysisTemplateSets for dynamic tabs
- Frontend: Strict mode for report rendering based on template_id
- Cleanup: Remove legacy analysis config hooks
---
 .../20251118_analysis_template_integration.md | 130 ++++
 .../src/app/api/financials/[...slug]/route.ts |  76 ++
 frontend/src/app/config/hooks/useAiConfig.ts  | 208 ------
 .../src/app/config/hooks/useAnalysisConfig.ts | 228 ------
 .../config/hooks/useDataSourcesConfigLogic.ts |  94 ---
 .../src/app/config/hooks/useSystemConfig.ts   |  57 --
 frontend/src/app/config/utils/yaml-helper.ts  | 138 ----
 .../[symbol]/components/ReportHeader.tsx      |  78 +-
 .../[symbol]/hooks/useAnalysisRunner.ts       |  65 +-
 frontend/src/app/report/[symbol]/page.tsx     |   2 +
 frontend/src/components/ui/command.tsx        | 160 ++++
 frontend/src/components/ui/popover.tsx        |  49 ++
 frontend/src/hooks/useApi.ts                  |  79 +-
 frontend/src/types/index.ts                   |  16 +
 package-lock.json                             | 697 ++++++++++++++++++
 package.json                                  |   3 +
 services/api-gateway/src/api.rs               |  20 +-
 services/common-contracts/src/lib.rs          |   1 +
 services/common-contracts/src/provider.rs     |   8 +
 .../finnhub-provider-service/src/finnhub.rs   |  11 +
 .../tushare-provider-service/src/tushare.rs   |  11 +
 21 files changed, 1294 insertions(+), 837 deletions(-)
 create mode 100644 docs/3_project_management/tasks/pending/20251118_analysis_template_integration.md
 delete mode 100644 frontend/src/app/config/hooks/useAiConfig.ts
 delete mode 100644 frontend/src/app/config/hooks/useAnalysisConfig.ts
 delete mode 100644 frontend/src/app/config/hooks/useDataSourcesConfigLogic.ts
 delete mode 100644 frontend/src/app/config/hooks/useSystemConfig.ts
 delete mode 100644 frontend/src/app/config/utils/yaml-helper.ts
 create mode 100644 frontend/src/components/ui/command.tsx
 create mode 100644 frontend/src/components/ui/popover.tsx
 create mode 100644 services/common-contracts/src/provider.rs

diff --git a/docs/3_project_management/tasks/pending/20251118_analysis_template_integration.md b/docs/3_project_management/tasks/pending/20251118_analysis_template_integration.md
new file mode 100644
index 0000000..221ee2a
--- /dev/null
+++ b/docs/3_project_management/tasks/pending/20251118_analysis_template_integration.md
@@ -0,0 +1,130 @@
+# 分析模板集成设计文档
+
+## 1. 概述
+系统正在从单一、固定的分析配置架构向多模板架构迁移。目前，后端已支持 `AnalysisTemplateSets` 并能执行特定的模板。然而，前端在渲染报告标签页（Tabs）和触发分析时，仍然依赖于过时的 `AnalysisModulesConfig`（单一配置集）。
+
+本文档概述了将“分析模板”完全集成到用户工作流中所需的变更，具体包括：
+1.  **触发分析**：在启动新的分析任务时选择特定的模板。
+2.  **报告展示**：根据分析所使用的模板，动态渲染标签页和内容。
+
+## 2. 当前状态 vs. 目标状态
+
+| 功能特性 | 当前状态 | 目标状态 |
+| :--- | :--- | :--- |
+| **配置管理** | `useAnalysisConfig` (过时，单一模块列表) | `useAnalysisTemplateSets` (多套具名模板) |
+| **触发分析** | `trigger(symbol, market)` (无模板选择) | `trigger(symbol, market, templateId)` |
+| **报告标签页** | 硬编码遍历过时的 `analysis_modules` keys | 根据报告使用的**特定模板**动态生成标签页 |
+| **模块名称** | 从全局默认配置获取 | 从所使用的特定模板配置中获取 |
+
+## 3. 详细设计
+
+### 3.1. 后端变更
+
+#### 3.1.1. API Gateway (`api-gateway`)
+*   **Endpoint**: `POST /api/data-requests`
+*   **变更**: 更新请求 DTO (Data Transfer Object) 以接收可选参数 `template_id: String`。
+*   **逻辑**: 将此 `template_id` 通过 `GenerateReportCommand` 向下传递给 `report-generator-service`。
+
+#### 3.1.2. 数据持久化 / 报告数据
+*   **需求**: 前端需要知道生成某份报告时具体使用了*哪个*模板，以便正确渲染标签页（包括标题和顺序）。
+*   **变更**: 确保 `GET /api/financials/...` 或 `GET /api/reports/...` 的响应数据中，在 metadata 中包含 `template_id`。
+*   **实现**: 前端 `route.ts` 聚合层通过查询 `analysis-results` 获取最新的 `template_id` 并注入到 `meta` 中。
+
+### 3.2. 前端变更
+
+#### 3.2.1. API Hooks (`useApi.ts`)
+*   **`useDataRequest`**: 更新 `trigger` 函数签名：
+    ```typescript
+    trigger(symbol: string, market: string, templateId?: string)
+    ```
+*   **`useAnalysisTemplateSets`**: 确保此 hook 可用（目前代码中已存在）。
+
+#### 3.2.2. 触发 UI (报告页侧边栏 / 查询页)
+*   **组件**: 在“触发分析”按钮旁增加一个 `TemplateSelector` (选择框/下拉菜单)。
+*   **数据源**: `useAnalysisTemplateSets`。
+*   **默认值**: 自动选中第一个可用的模板，或者标记为 "default" 的模板。
+
+#### 3.2.3. 报告页面 (`frontend/src/app/report/[symbol]/page.tsx`)
+这是最复杂的变更部分。我们需要重构标签页（Tabs）的生成逻辑。
+
+1.  **移除旧逻辑**:
+    *   移除对 `useAnalysisConfig` (全局默认配置) 的依赖。
+    *   弃用/移除 `runAnalysesSequentially` (旧的前端编排流程)。
+
+2.  **识别模板**:
+    *   从获取到的财务/报告数据中读取 `template_id` (例如 `financials.meta.template_id` 或类似位置)。
+    *   **Strict Mode**: 如果缺失 `template_id`，则视为严重数据错误，前端直接报错停止渲染，**绝不进行默认值回退或自动推断**。
+
+3.  **动态标签页**:
+    *   使用 `useAnalysisTemplateSets` 获取 `templateSets`。
+    *   从 `templateSets[currentTemplateId].modules` 中推导出 `activeModules` 列表。
+    *   遍历 `activeModules` 来生成 `TabsTrigger` 和 `TabsContent`。
+    *   **显示名称**: 使用 `moduleConfig.name`。
+    *   **排序**: 严格遵循模板中定义的顺序（或依赖顺序）。
+
+### 3.3. 数据流
+
+1.  **用户**选择 "标准分析模板 V2" (Standard Analysis V2) 并点击 "运行"。
+2.  **前端**调用 `POST /api/data-requests`，载荷为 `{ ..., template_id: "standard_v2" }`。
+3.  **后端**使用 "standard_v2" 中定义的模块生成报告。
+4.  **前端**轮询任务进度。
+5.  **前端**获取完成的数据。数据包含元数据 `meta: { template_id: "standard_v2" }`。
+6.  **前端**查询 "standard_v2" 的配置详情。
+7.  **前端**渲染标签页：如 "公司简介"、"财务健康"（均来自 V2 配置）。
+
+## 4. 实施步骤
+
+1.  **后端更新**:
+    *   验证 `api-gateway` 是否正确传递 `template_id`。
+    *   验证报告 API 是否在 metadata 中返回 `template_id`。
+
+2.  **前端 - 触发**:
+    *   更新 `useDataRequest` hook。
+    *   在 `ReportPage` 中添加 `TemplateSelector` 组件。
+
+3.  **前端 - 展示**:
+    *   重构 `ReportPage` 以使用 `templateSets`。
+    *   根据报告中的 `template_id` 动态计算 `analysisTypes`。
+
+## 5. 待办事项列表 (To-Do List)
+
+### Phase 1: 后端与接口 (Backend & API)
+- [x] **1.1 更新请求 DTO (api-gateway)**
+    - 目标: `api-gateway` 的 `DataRequest` 结构体
+    - 动作: 增加 `template_id` 字段 (Option<String>)
+    - 验证: `curl` 请求带 `template_id` 能被解析
+- [x] **1.2 传递 Command (api-gateway -> report-service)**
+    - 目标: `GenerateReportCommand` 消息
+    - 动作: 确保 `template_id` 被正确透传到消息队列或服务调用中
+- [x] **1.3 验证报告元数据 (data-persistence)**
+    - 目标: `GET /api/financials/...` 接口
+    - 动作: 检查返回的 JSON 中 `meta` 字段是否包含 `template_id`
+    - 备注: 已通过 frontend `route.ts` 聚合实现
+
+### Phase 2: 前端逻辑 (Frontend Logic)
+- [x] **2.1 更新 API Hook**
+    - 文件: `frontend/src/hooks/useApi.ts`
+    - 动作: 修改 `useDataRequest` 的 `trigger` 方法签名，支持 `templateId` 参数
+- [x] **2.2 移除旧版依赖**
+    - 文件: `frontend/src/app/report/[symbol]/page.tsx`
+    - 动作: 移除 `useAnalysisConfig` 及相关旧版逻辑 (`runAnalysesSequentially`)
+
+### Phase 3: 前端界面 (Frontend UI)
+- [x] **3.1 实现模板选择器**
+    - 文件: `frontend/src/app/report/[symbol]/page.tsx` (侧边栏)
+    - 动作: 添加 `<Select>` 组件，数据源为 `useAnalysisTemplateSets`
+    - 逻辑: 默认选中第一个模板，点击"触发分析"时传递选中的 ID
+- [x] **3.2 动态渲染标签页**
+    - 文件: `frontend/src/app/report/[symbol]/page.tsx` (主区域)
+    - 动作:
+        1. 从 `financials.meta.template_id` 获取当前报告的模板 ID
+        2. 若 ID 缺失直接抛出错误 (Strict Mode)
+        3. 根据 ID 从 `templateSets` 获取模块列表
+        4. 遍历模块列表渲染 `<TabsTrigger>` 和 `<TabsContent>`
+        5. 内容从 `useAnalysisResults` hook 获取
+
+### Phase 4: 验证与清理 (Verification)
+- [ ] **4.1 端到端测试**
+    - 动作: 创建新模板 -> 选择该模板触发分析 -> 验证报告页只显示该模板定义的模块
+- [x] **4.2 代码清理**
+    - 动作: 删除未使用的旧版配置 Hook 和类型定义
diff --git a/frontend/src/app/api/financials/[...slug]/route.ts b/frontend/src/app/api/financials/[...slug]/route.ts
index be57312..277b281 100644
--- a/frontend/src/app/api/financials/[...slug]/route.ts
+++ b/frontend/src/app/api/financials/[...slug]/route.ts
@@ -13,6 +13,82 @@ export async function GET(
   const url = new URL(req.url);
   const { slug } = await context.params;
   const first = slug?.[0];
+
+  // 1. Match /api/financials/{market}/{symbol}
+  // slug[0] = market (e.g., "cn" or "us")
+  // slug[1] = symbol (e.g., "600519" or "AAPL")
+  if (slug.length === 2 && first !== 'analysis-config' && first !== 'config') {
+    const market = slug[0];
+    const symbol = slug[1];
+    const years = url.searchParams.get('years') || '10';
+    
+    // Fetch financials from backend
+    const finResp = await fetch(
+      `${BACKEND_BASE}/market-data/financial-statements/${encodeURIComponent(symbol)}?metrics=${encodeURIComponent('')}`,
+      { cache: 'no-store' }
+    );
+    
+    if (!finResp.ok) {
+        if (finResp.status === 404) {
+             return Response.json({}, { status: 200 }); // Return empty for now to not break UI
+        }
+        return new Response(finResp.statusText, { status: finResp.status });
+    }
+    
+    const series = await finResp.json();
+    
+    // Transform to frontend expected format (BatchFinancialDataResponse)
+    // We group by metric_name
+    const groupedSeries: Record<string, any[]> = {};
+    series.forEach((item: any) => {
+        if (!groupedSeries[item.metric_name]) {
+            groupedSeries[item.metric_name] = [];
+        }
+        groupedSeries[item.metric_name].push({
+            period: item.period_date ? item.period_date.replace(/-/g, '') : null, // YYYY-MM-DD -> YYYYMMDD
+            value: item.value,
+            source: item.source
+        });
+    });
+
+    // Fetch Company Profile to populate name/industry
+    const profileResp = await fetch(`${BACKEND_BASE}/companies/${encodeURIComponent(symbol)}/profile`, { cache: 'no-store' });
+    let profileData: any = {};
+    if (profileResp.ok) {
+        profileData = await profileResp.json();
+    }
+
+    // Fetch Latest Analysis Result Metadata (to get template_id)
+    // We search for the most recent analysis result for this symbol
+    const analysisResp = await fetch(`${BACKEND_BASE}/analysis-results?symbol=${encodeURIComponent(symbol)}`, { cache: 'no-store' });
+    let meta: any = {
+        symbol: symbol,
+        generated_at: new Date().toISOString(), // Fallback
+        template_id: null // Explicitly null if not found
+    };
+
+    if (analysisResp.ok) {
+        const analysisList = await analysisResp.json();
+        if (Array.isArray(analysisList) && analysisList.length > 0) {
+            // Sort by created_at desc (backend should already do this, but to be safe)
+            // Backend returns sorted by created_at DESC
+            const latest = analysisList[0];
+            meta.template_id = latest.template_id || null;
+            meta.generated_at = latest.created_at;
+        }
+    }
+
+    const responsePayload = {
+        name: profileData.name || symbol,
+        symbol: symbol,
+        market: market,
+        series: groupedSeries,
+        meta: meta 
+    };
+
+    return Response.json(responsePayload);
+  }
+
   // 适配旧接口：analysis-config → 新分析模块配置
   if (first === 'analysis-config') {
     const resp = await fetch(`${BACKEND_BASE}/configs/analysis_modules`, { cache: 'no-store' });
diff --git a/frontend/src/app/config/hooks/useAiConfig.ts b/frontend/src/app/config/hooks/useAiConfig.ts
deleted file mode 100644
index 61eee35..0000000
--- a/frontend/src/app/config/hooks/useAiConfig.ts
+++ /dev/null
@@ -1,208 +0,0 @@
-import { useState, useEffect, useRef, useCallback } from 'react';
-import {
-  useLlmProviders,
-  updateLlmProviders,
-  discoverProviderModels
-} from '@/hooks/useApi';
-import { LlmProvidersConfig, LlmModel } from '@/types';
-
-export function useAiConfig() {
-  const { data: llmProviders, mutate: mutateLlmProviders } = useLlmProviders();
-  const [localLlmProviders, setLocalLlmProviders] = useState<LlmProvidersConfig>({});
-  
-  const [isSavingLlm, setIsSavingLlm] = useState(false);
-  const [llmSaveMessage, setLlmSaveMessage] = useState('');
-  
-  // New Provider Form
-  const [newProviderId, setNewProviderId] = useState('');
-  const [newProviderBaseUrl, setNewProviderBaseUrl] = useState('');
-  const [newProviderApiKey, setNewProviderApiKey] = useState('');
-
-  // Provider states
-  const [pendingApiKeys, setPendingApiKeys] = useState<Record<string, string>>({});
-  const [editingApiKey, setEditingApiKey] = useState<Record<string, boolean>>({});
-  const [discoverMessages, setDiscoverMessages] = useState<Record<string, string>>({});
-  
-  // Model management states
-  const [modelPickerOpen, setModelPickerOpen] = useState<Record<string, boolean>>({});
-  const [candidateModels, setCandidateModels] = useState<Record<string, string[]>>({});
-  const [modelSearch, setModelSearch] = useState<Record<string, string>>({});
-  const [selectedCandidates, setSelectedCandidates] = useState<Record<string, Record<string, boolean>>>({});
-  
-  // New model manual input states
-  const [newModelInputs, setNewModelInputs] = useState<Record<string, string>>({});
-  const [newModelNameInputs, setNewModelNameInputs] = useState<Record<string, string>>({});
-  const [newModelMenuOpen, setNewModelMenuOpen] = useState<Record<string, boolean>>({});
-  const [newModelHighlightIndex, setNewModelHighlightIndex] = useState<Record<string, number>>({});
-
-  // Auto-save refs
-  const hasInitializedLlmRef = useRef(false);
-  const autoSaveTimerRef = useRef<ReturnType<typeof setTimeout> | null>(null);
-  const savingStartedAtRef = useRef<number>(0);
-  const llmDirtyRef = useRef(false);
-  const latestServerPayloadRef = useRef<string>('');
-  const lastSavedPayloadRef = useRef<string>('');
-
-  const markLlmDirty = useCallback(() => {
-    llmDirtyRef.current = true;
-  }, []);
-
-  const normalizeProviders = useCallback((obj: LlmProvidersConfig) => {
-    const cloned: LlmProvidersConfig = JSON.parse(JSON.stringify(obj || {}));
-    Object.keys(cloned).forEach(pid => {
-      if (!cloned[pid].name || cloned[pid].name.trim().length === 0) {
-        cloned[pid].name = pid;
-      }
-    });
-    return cloned;
-  }, []);
-
-  const buildMergedLlmPayload = useCallback(() => {
-    const merged: LlmProvidersConfig = normalizeProviders(localLlmProviders || {});
-    // 待更新的 API Key 覆盖
-    Object.entries(pendingApiKeys || {}).forEach(([pid, key]) => {
-      if (merged[pid]) merged[pid].api_key = key;
-    });
-    return merged;
-  }, [localLlmProviders, pendingApiKeys, normalizeProviders]);
-
-  const flushSaveLlmImmediate = useCallback(async () => {
-    const payload = buildMergedLlmPayload();
-    const payloadStr = JSON.stringify(payload);
-    if (payloadStr === latestServerPayloadRef.current || payloadStr === lastSavedPayloadRef.current) {
-      return;
-    }
-    savingStartedAtRef.current = Date.now();
-    setIsSavingLlm(true);
-    setLlmSaveMessage('自动保存中...');
-    try {
-      const updated = await updateLlmProviders(payload);
-      await mutateLlmProviders(updated, false);
-      lastSavedPayloadRef.current = payloadStr;
-      llmDirtyRef.current = false;
-      setPendingApiKeys({});
-      setEditingApiKey({});
-      setLlmSaveMessage('已自动保存');
-    } catch (e: any) {
-      setLlmSaveMessage(`保存失败: ${e?.message || '未知错误'}`);
-    } finally {
-      const elapsed = Date.now() - (savingStartedAtRef.current || 0);
-      const minMs = 1000;
-      const waitMs = elapsed >= minMs ? 0 : (minMs - elapsed);
-      if (waitMs > 0) {
-        await new Promise((resolve) => setTimeout(resolve, waitMs));
-      }
-      setIsSavingLlm(false);
-      setTimeout(() => setLlmSaveMessage(''), 3000);
-    }
-  }, [buildMergedLlmPayload, mutateLlmProviders, setPendingApiKeys, setEditingApiKey]);
-
-  // Sync with server data initially
-  useEffect(() => {
-    if (llmProviders) {
-      setLocalLlmProviders(llmProviders);
-      const normalized = normalizeProviders(llmProviders);
-      latestServerPayloadRef.current = JSON.stringify(normalized);
-      llmDirtyRef.current = false;
-    }
-  }, [llmProviders, normalizeProviders]);
-
-  // Auto-save effect
-  useEffect(() => {
-    if (!hasInitializedLlmRef.current) {
-      hasInitializedLlmRef.current = true;
-      return;
-    }
-    if (!llmDirtyRef.current) {
-      return;
-    }
-    if (autoSaveTimerRef.current) {
-      clearTimeout(autoSaveTimerRef.current);
-    }
-    autoSaveTimerRef.current = setTimeout(() => {
-      void flushSaveLlmImmediate();
-    }, 500);
-    return () => {
-      if (autoSaveTimerRef.current) {
-        clearTimeout(autoSaveTimerRef.current);
-      }
-    };
-  }, [localLlmProviders, pendingApiKeys, flushSaveLlmImmediate]);
-
-  // Actions
-  const handleAddProvider = () => {
-      if (!newProviderId || !newProviderBaseUrl || !newProviderApiKey) {
-        setLlmSaveMessage('请完整填写 Provider 信息');
-        setTimeout(() => setLlmSaveMessage(''), 5000);
-        return;
-      }
-      if (localLlmProviders[newProviderId]) {
-        setLlmSaveMessage('Provider ID 已存在');
-        setTimeout(() => setLlmSaveMessage(''), 5000);
-        return;
-      }
-      markLlmDirty();
-      setLocalLlmProviders(prev => ({
-        ...prev,
-        [newProviderId]: {
-          name: newProviderId, 
-          api_base_url: newProviderBaseUrl,
-          api_key: newProviderApiKey,
-          models: [],
-        },
-      }));
-      setNewProviderId('');
-      setNewProviderBaseUrl('');
-      setNewProviderApiKey('');
-  };
-
-  const handleDiscoverModels = async (providerId: string) => {
-        try {
-            // 刷新前强制保存，确保后端使用最新配置
-            if (llmDirtyRef.current) {
-            await flushSaveLlmImmediate();
-            }
-            const resp = await discoverProviderModels(providerId);
-            const data = Array.isArray(resp?.data) ? resp.data : null;
-            if (!data) {
-            setDiscoverMessages(prev => ({ ...prev, [providerId]: '候选加载失败：不支持的响应结构' }));
-            setTimeout(() => setDiscoverMessages(prev => ({ ...prev, [providerId]: '' })), 5000);
-            return;
-            }
-            const discovered: string[] = data
-            .map((x: any) => (typeof x?.id === 'string' ? x.id : null))
-            .filter((x: any) => typeof x === 'string');
-            setCandidateModels(prev => ({ ...prev, [providerId]: discovered }));
-            setDiscoverMessages(prev => ({ ...prev, [providerId]: `已加载候选模型 ${discovered.length} 个` }));
-            setTimeout(() => setDiscoverMessages(prev => ({ ...prev, [providerId]: '' })), 5000);
-        } catch (e: any) {
-            setDiscoverMessages(prev => ({ ...prev, [providerId]: `加载失败：${e?.message || '未知错误'}` }));
-            setTimeout(() => setDiscoverMessages(prev => ({ ...prev, [providerId]: '' })), 5000);
-        }
-  };
-
-  return {
-      localLlmProviders, setLocalLlmProviders,
-      isSavingLlm, llmSaveMessage, setLlmSaveMessage,
-      newProviderId, setNewProviderId,
-      newProviderBaseUrl, setNewProviderBaseUrl,
-      newProviderApiKey, setNewProviderApiKey,
-      pendingApiKeys, setPendingApiKeys,
-      editingApiKey, setEditingApiKey,
-      discoverMessages,
-      modelPickerOpen, setModelPickerOpen,
-      candidateModels, setCandidateModels,
-      modelSearch, setModelSearch,
-      selectedCandidates, setSelectedCandidates,
-      newModelInputs, setNewModelInputs,
-      newModelNameInputs, setNewModelNameInputs,
-      newModelMenuOpen, setNewModelMenuOpen,
-      newModelHighlightIndex, setNewModelHighlightIndex,
-      markLlmDirty,
-      handleAddProvider,
-      handleDiscoverModels,
-      flushSaveLlmImmediate,
-      llmDirtyRef
-  };
-}
-
diff --git a/frontend/src/app/config/hooks/useAnalysisConfig.ts b/frontend/src/app/config/hooks/useAnalysisConfig.ts
deleted file mode 100644
index 837ef9d..0000000
--- a/frontend/src/app/config/hooks/useAnalysisConfig.ts
+++ /dev/null
@@ -1,228 +0,0 @@
-import { useState, useEffect, useMemo } from 'react';
-import {
-    useAnalysisTemplateSets,
-    updateAnalysisTemplateSets,
-    useLlmProviders
-} from '@/hooks/useApi';
-import { AnalysisTemplateSets, LlmModel } from '@/types';
-
-export function useAnalysisConfig() {
-    const { data: initialAnalysisTemplateSets, mutate: mutateAnalysisTemplateSets } = useAnalysisTemplateSets();
-    const { data: llmProviders } = useLlmProviders();
-
-    const [localTemplateSets, setLocalTemplateSets] = useState<AnalysisTemplateSets>({});
-    const [selectedTemplateId, setSelectedTemplateId] = useState<string | null>(null);
-    
-    const [isSavingAnalysis, setIsSavingAnalysis] = useState(false);
-    const [analysisSaveMessage, setAnalysisSaveMessage] = useState('');
-
-    const [newTemplateId, setNewTemplateId] = useState('');
-    const [newTemplateName, setNewTemplateName] = useState('');
-    const [isCreatingTemplate, setIsCreatingTemplate] = useState(false);
-
-    const [isCreatingModule, setIsCreatingModule] = useState(false);
-    const [newModuleId, setNewModuleId] = useState('');
-    const [newModuleName, setNewModuleName] = useState('');
-
-    const allModels = useMemo(() => {
-        if (!llmProviders) return [];
-        const models: { providerId: string; providerName: string; model: LlmModel }[] = [];
-        Object.entries(llmProviders).forEach(([pId, provider]) => {
-            provider.models.forEach(m => {
-                 if (m.is_active) {
-                     models.push({
-                         providerId: pId,
-                         providerName: provider.name || pId,
-                         model: m
-                     });
-                 }
-            });
-        });
-        return models;
-    }, [llmProviders]);
-
-    useEffect(() => {
-        if (!initialAnalysisTemplateSets) return;
-        setLocalTemplateSets(initialAnalysisTemplateSets);
-        // 仅在未选择时，从后端数据中选择第一个模板；避免覆盖本地新增的选择与状态
-        setSelectedTemplateId(prev => prev ?? (Object.keys(initialAnalysisTemplateSets)[0] || null));
-    }, [initialAnalysisTemplateSets]);
-
-    const handleAnalysisChange = (moduleId: string, field: string, value: any) => {
-        if (!selectedTemplateId) return;
-        setLocalTemplateSets(prev => ({
-            ...prev,
-            [selectedTemplateId]: {
-                ...prev[selectedTemplateId],
-                modules: {
-                    ...prev[selectedTemplateId].modules,
-                    [moduleId]: {
-                        ...prev[selectedTemplateId].modules[moduleId],
-                        [field]: value,
-                    },
-                },
-            },
-        }));
-    };
-
-    const handleSaveAnalysis = async () => {
-        setIsSavingAnalysis(true);
-        setAnalysisSaveMessage('保存中...');
-        try {
-            const updated = await updateAnalysisTemplateSets(localTemplateSets);
-            await mutateAnalysisTemplateSets(updated, false);
-            setAnalysisSaveMessage('分析配置保存成功!');
-        } catch (e: any) {
-            setAnalysisSaveMessage(`保存失败: ${e.message}`);
-        } finally {
-            setIsSavingAnalysis(false);
-            setTimeout(() => setAnalysisSaveMessage(''), 5000);
-        }
-    };
-
-    const updateAnalysisDependencies = (moduleId: string, dependency: string, checked: boolean) => {
-        if (!selectedTemplateId) return;
-        setLocalTemplateSets(prev => {
-            const currentModule = prev[selectedTemplateId].modules[moduleId];
-            const currentDeps = currentModule.dependencies || [];
-            const newDeps = checked
-                ? [...currentDeps, dependency]
-                : currentDeps.filter(d => d !== dependency);
-
-            return {
-                ...prev,
-                [selectedTemplateId]: {
-                    ...prev[selectedTemplateId],
-                    modules: {
-                        ...prev[selectedTemplateId].modules,
-                        [moduleId]: {
-                            ...currentModule,
-                            dependencies: [...new Set(newDeps)],
-                        },
-                    },
-                },
-            };
-        });
-    };
-
-    const handleAddTemplate = async () => {
-         if (!newTemplateId || !newTemplateName) {
-            setAnalysisSaveMessage('模板 ID 和名称不能为空');
-            return;
-        }
-        if (localTemplateSets[newTemplateId]) {
-            setAnalysisSaveMessage('模板 ID 已存在');
-            return;
-        }
-        const newSet: AnalysisTemplateSets = {
-            ...localTemplateSets,
-            [newTemplateId]: {
-                name: newTemplateName,
-                modules: {},
-            },
-        };
-        setLocalTemplateSets(newSet);
-        setSelectedTemplateId(newTemplateId);
-        setNewTemplateId('');
-        setNewTemplateName('');
-        setIsCreatingTemplate(false);
-        
-        // 新建后立即持久化
-        setIsSavingAnalysis(true);
-        setAnalysisSaveMessage('保存中...');
-        try {
-            const updated = await updateAnalysisTemplateSets(newSet);
-            await mutateAnalysisTemplateSets(updated, false);
-            setAnalysisSaveMessage('分析配置保存成功!');
-        } catch (e: any) {
-            setAnalysisSaveMessage(`保存失败: ${e?.message || '未知错误'}`);
-        } finally {
-            setIsSavingAnalysis(false);
-            setTimeout(() => setAnalysisSaveMessage(''), 5000);
-        }
-    };
-
-    const handleDeleteTemplate = () => {
-        if (!selectedTemplateId || !localTemplateSets[selectedTemplateId]) return;
-        if (!window.confirm(`确定要删除模板 "${localTemplateSets[selectedTemplateId].name}" 吗？`)) {
-            return;
-        }
-        const newSets = { ...localTemplateSets };
-        delete newSets[selectedTemplateId];
-        setLocalTemplateSets(newSets);
-        const firstKey = Object.keys(newSets)[0] || null;
-        setSelectedTemplateId(firstKey);
-    };
-
-    const handleAddNewModule = () => {
-        if (!selectedTemplateId || !newModuleId || !newModuleName) {
-            setAnalysisSaveMessage('模块 ID 和名称不能为空');
-            return;
-        }
-        if (localTemplateSets[selectedTemplateId].modules[newModuleId]) {
-            setAnalysisSaveMessage('模块 ID 已存在');
-            return;
-        }
-        setLocalTemplateSets(prev => ({
-            ...prev,
-            [selectedTemplateId]: {
-                ...prev[selectedTemplateId],
-                modules: {
-                    ...prev[selectedTemplateId].modules,
-                    [newModuleId]: {
-                        name: newModuleName,
-                        provider_id: '',
-                        model_id: '',
-                        prompt_template: '',
-                        dependencies: [],
-                    }
-                }
-            }
-        }));
-        setNewModuleId('');
-        setNewModuleName('');
-        setIsCreatingModule(false);
-    };
-
-    const handleDeleteModule = (moduleId: string) => {
-        if (!selectedTemplateId) return;
-        setLocalTemplateSets(prev => {
-            const newModules = { ...prev[selectedTemplateId].modules };
-            delete newModules[moduleId];
-            return {
-                ...prev,
-                [selectedTemplateId]: {
-                    ...prev[selectedTemplateId],
-                    modules: newModules,
-                },
-            };
-        });
-    };
-
-    return {
-        localTemplateSets,
-        selectedTemplateId,
-        setSelectedTemplateId,
-        allModels,
-        isSavingAnalysis,
-        analysisSaveMessage,
-        setAnalysisSaveMessage,
-        // Template creation
-        newTemplateId, setNewTemplateId,
-        newTemplateName, setNewTemplateName,
-        isCreatingTemplate, setIsCreatingTemplate,
-        handleAddTemplate,
-        handleDeleteTemplate,
-        // Module creation
-        isCreatingModule, setIsCreatingModule,
-        newModuleId, setNewModuleId,
-        newModuleName, setNewModuleName,
-        handleAddNewModule,
-        handleDeleteModule,
-        // Actions
-        handleAnalysisChange,
-        handleSaveAnalysis,
-        updateAnalysisDependencies
-    };
-}
-
diff --git a/frontend/src/app/config/hooks/useDataSourcesConfigLogic.ts b/frontend/src/app/config/hooks/useDataSourcesConfigLogic.ts
deleted file mode 100644
index 736acb8..0000000
--- a/frontend/src/app/config/hooks/useDataSourcesConfigLogic.ts
+++ /dev/null
@@ -1,94 +0,0 @@
-import { useState, useEffect } from 'react';
-import {
-  useDataSourcesConfig as useDataSourcesConfigApi,
-  updateDataSourcesConfig,
-  testConfig
-} from '@/hooks/useApi';
-import { DataSourcesConfig, DataSourceProvider, DataSourceConfig } from '@/types';
-
-const defaultUrls: Partial<Record<DataSourceProvider, string>> = {
-    tushare: 'http://api.tushare.pro',
-    finnhub: 'https://finnhub.io/api/v1',
-    alphavantage: 'https://mcp.alphavantage.co/mcp',
-};
-
-export function useDataSourcesConfigLogic() {
-    const { data: initialDataSources, error: dsError, isLoading: dsLoading, mutate: mutateDataSources } = useDataSourcesConfigApi();
-    const [localDataSources, setLocalDataSources] = useState<DataSourcesConfig>({});
-    const [saving, setSaving] = useState(false);
-    const [saveMessage, setSaveMessage] = useState('');
-    const [testResults, setTestResults] = useState<Record<string, { success: boolean; summary: string; details?: string } | null>>({});
-
-    useEffect(() => {
-        if (initialDataSources) {
-            setLocalDataSources(initialDataSources);
-        }
-    }, [initialDataSources]);
-
-    const handleSave = async () => {
-        setSaving(true);
-        setSaveMessage('保存中...');
-
-        try {
-            if (initialDataSources) {
-                const finalDataSources = JSON.parse(JSON.stringify(localDataSources));
-                for (const key in finalDataSources) {
-                    const providerKey = key as DataSourceProvider;
-                    const source = finalDataSources[providerKey];
-                    if (source && (source.api_url === null || source.api_url.trim() === '') && defaultUrls[providerKey]) {
-                        source.api_url = defaultUrls[providerKey];
-                    }
-                }
-
-                await updateDataSourcesConfig(finalDataSources);
-                await mutateDataSources(finalDataSources, false);
-                setLocalDataSources(finalDataSources);
-            }
-            setSaveMessage('保存成功！');
-        } catch (e: any) {
-            setSaveMessage(`保存失败: ${e.message}`);
-        } finally {
-            setSaving(false);
-            setTimeout(() => setSaveMessage(''), 5000);
-        }
-    };
-
-    const handleReset = () => {
-        if (initialDataSources) setLocalDataSources(initialDataSources);
-        setTestResults({});
-        setSaveMessage('');
-    };
-
-    const handleTest = async (type: string, data: any) => {
-        try {
-            const result = await testConfig(type, data);
-            const success = !!result?.success;
-            const summary = typeof result?.message === 'string' && result.message.trim().length > 0
-                ? result.message
-                : (success ? '测试成功' : '测试失败');
-            setTestResults(prev => ({ ...prev, [type]: { success, summary } }));
-        } catch (e: any) {
-            const summary: string = (e && typeof e === 'object' && 'summary' in e) ? String(e.summary) : (e?.message || '未知错误');
-            const details: string | undefined = (e && typeof e === 'object' && 'details' in e) ? (e.details ? String(e.details) : undefined) : undefined;
-            setTestResults(prev => ({
-                ...prev,
-                [type]: { success: false, summary, details }
-            }));
-        }
-    };
-
-    return {
-        localDataSources,
-        setLocalDataSources,
-        dsLoading,
-        dsError,
-        saving,
-        saveMessage,
-        testResults,
-        handleSave,
-        handleReset,
-        handleTest,
-        defaultUrls
-    };
-}
-
diff --git a/frontend/src/app/config/hooks/useSystemConfig.ts b/frontend/src/app/config/hooks/useSystemConfig.ts
deleted file mode 100644
index fffe4c4..0000000
--- a/frontend/src/app/config/hooks/useSystemConfig.ts
+++ /dev/null
@@ -1,57 +0,0 @@
-import { useState } from 'react';
-import { useConfigStore } from '@/stores/useConfigStore';
-
-export function useSystemConfig() {
-  const { config } = useConfigStore();
-  const [saveMessage, setSaveMessage] = useState('');
-
-  const handleExportConfig = () => {
-    if (!config) return;
-    
-    const configToExport = {
-      new_api: config.new_api,
-      data_sources: config.data_sources,
-      export_time: new Date().toISOString(),
-      version: "1.0"
-    };
-    
-    const blob = new Blob([JSON.stringify(configToExport, null, 2)], { type: 'application/json' });
-    const url = URL.createObjectURL(blob);
-    const a = document.createElement('a');
-    a.href = url;
-    a.download = `config-backup-${new Date().toISOString().split('T')[0]}.json`;
-    document.body.appendChild(a);
-    a.click();
-    document.body.removeChild(a);
-    URL.revokeObjectURL(url);
-  };
-
-  const handleImportConfig = (event: React.ChangeEvent<HTMLInputElement>, onImportSuccess?: (config: any) => void) => {
-    const file = event.target.files?.[0];
-    if (!file) return;
-
-    const reader = new FileReader();
-    reader.onload = (e) => {
-      try {
-        const importedConfig = JSON.parse(e.target?.result as string);
-        
-        if (onImportSuccess) {
-            onImportSuccess(importedConfig);
-        }
-        
-        setSaveMessage('配置导入成功，请检查并保存');
-      } catch (error) {
-        setSaveMessage('配置文件格式错误，导入失败');
-      }
-    };
-    reader.readAsText(file);
-  };
-
-  return {
-    config,
-    saveMessage,
-    handleExportConfig,
-    handleImportConfig
-  };
-}
-
diff --git a/frontend/src/app/config/utils/yaml-helper.ts b/frontend/src/app/config/utils/yaml-helper.ts
deleted file mode 100644
index 6d275ba..0000000
--- a/frontend/src/app/config/utils/yaml-helper.ts
+++ /dev/null
@@ -1,138 +0,0 @@
-
-const MAX_REPARSE_DEPTH = 2;
-
-function tryParseJson(input: string): unknown {
-  try {
-    return JSON.parse(input);
-  } catch {
-    return input;
-  }
-}
-
-function parsePossiblyNestedJson(raw: string): unknown {
-  let current: unknown = raw;
-  for (let i = 0; i < MAX_REPARSE_DEPTH; i++) {
-    if (typeof current === 'string') {
-      const trimmed = current.trim();
-      if ((trimmed.startsWith('{') && trimmed.endsWith('}')) || (trimmed.startsWith('[') && trimmed.endsWith(']'))) {
-        current = tryParseJson(trimmed);
-        continue;
-      }
-    }
-    break;
-  }
-  return current;
-}
-
-function indentLines(text: string, indent: string): string {
-  return text.split('\n').map((line) => indent + line).join('\n');
-}
-
-function looksLikeStructuredText(s: string): boolean {
-  const t = s.trim();
-  // 具有成对的大括号，或常见的 Rust/reqwest 错误标识，判定为可结构化的调试输出
-  return (t.includes('{') && t.includes('}')) || t.includes('DynamicTransportError') || t.includes('reqwest::Error');
-}
-
-function prettyFormatByBraces(input: string): string {
-  let out = '';
-  let indentLevel = 0;
-  const indentUnit = '  ';
-  let inString = false;
-  let stringQuote = '';
-  for (let i = 0; i < input.length; i++) {
-    const ch = input[i]!;
-    const prev = i > 0 ? input[i - 1]! : '';
-    if ((ch === '"' || ch === "'") && prev !== '\\') {
-      if (!inString) {
-        inString = true;
-        stringQuote = ch;
-      } else if (stringQuote === ch) {
-        inString = false;
-      }
-      out += ch;
-      continue;
-    }
-    if (inString) {
-      out += ch;
-      continue;
-    }
-    if (ch === '{' || ch === '[' || ch === '(') {
-      indentLevel += 1;
-      out += ch + '\n' + indentUnit.repeat(indentLevel);
-      continue;
-    }
-    if (ch === '}' || ch === ']' || ch === ')') {
-      indentLevel = Math.max(0, indentLevel - 1);
-      out += '\n' + indentUnit.repeat(indentLevel) + ch;
-      continue;
-    }
-    if (ch === ',') {
-      out += ch + '\n' + indentUnit.repeat(indentLevel);
-      continue;
-    }
-    if (ch === ':') {
-      out += ch + ' ';
-      continue;
-    }
-    out += ch;
-  }
-  return out;
-}
-
-function toPseudoYaml(value: unknown, indent: string = ''): string {
-  const nextIndent = indent + '  ';
-  if (value === null || value === undefined) {
-    return `${indent}null`;
-  }
-  const t = typeof value;
-  if (t === 'string' || t === 'number' || t === 'boolean') {
-    const s = String(value);
-    const shouldPretty = looksLikeStructuredText(s) || s.includes('\n');
-    if (shouldPretty) {
-      const pretty = looksLikeStructuredText(s) ? prettyFormatByBraces(s) : s;
-      return `${indent}|-\n${indentLines(pretty, nextIndent)}`;
-    }
-    return `${indent}${s}`;
-  }
-  if (Array.isArray(value)) {
-    if (value.length === 0) return `${indent}[]`;
-    return value.map((item) => {
-      const rendered = toPseudoYaml(item, nextIndent);
-      const lines = rendered.split('\n');
-      if (lines.length === 1) {
-        return `${indent}- ${lines[0].trimStart()}`;
-      }
-      return `${indent}- ${lines[0].trimStart()}\n${lines.slice(1).map((l) => indent + '  ' + l.trimStart()).join('\n')}`;
-    }).join('\n');
-  }
-  if (typeof value === 'object') {
-    const obj = value as Record<string, unknown>;
-    const keys = Object.keys(obj);
-    if (keys.length === 0) return `${indent}{}`;
-    return keys.map((k) => {
-      const rendered = toPseudoYaml(obj[k], nextIndent);
-      const lines = rendered.split('\n');
-      if (lines.length === 1) {
-        return `${indent}${k}: ${lines[0].trimStart()}`;
-      }
-      return `${indent}${k}:\n${lines.map((l) => l).join('\n')}`;
-    }).join('\n');
-  }
-  // fallback
-  return `${indent}${String(value)}`;
-}
-
-export function formatDetailsToYaml(details: string): string {
-  const parsed = parsePossiblyNestedJson(details);
-  if (typeof parsed === 'string') {
-    // 尝试再次解析（有些场景内层 message 也是 JSON 串）
-    const again = parsePossiblyNestedJson(parsed);
-    if (typeof again === 'string') {
-      return toPseudoYaml(again);
-    }
-    return toPseudoYaml(again);
-  }
-  return toPseudoYaml(parsed);
-}
-
diff --git a/frontend/src/app/report/[symbol]/components/ReportHeader.tsx b/frontend/src/app/report/[symbol]/components/ReportHeader.tsx
index 0d47226..5ba148f 100644
--- a/frontend/src/app/report/[symbol]/components/ReportHeader.tsx
+++ b/frontend/src/app/report/[symbol]/components/ReportHeader.tsx
@@ -1,6 +1,7 @@
 import { Card, CardHeader, CardTitle, CardContent } from '@/components/ui/card';
 import { Button } from '@/components/ui/button';
 import { Spinner } from '@/components/ui/spinner';
+import { Select, SelectContent, SelectItem, SelectTrigger, SelectValue } from "@/components/ui/select";
 
 interface ReportHeaderProps {
   unifiedSymbol: string;
@@ -15,6 +16,10 @@ interface ReportHeaderProps {
   onStartAnalysis: () => void;
   onStopAnalysis: () => void;
   onContinueAnalysis: () => void;
+  // Template props
+  templateSets: any;
+  selectedTemplateId: string;
+  onSelectTemplate: (id: string) => void;
 }
 
 export function ReportHeader({
@@ -30,6 +35,9 @@ export function ReportHeader({
   onStartAnalysis,
   onStopAnalysis,
   onContinueAnalysis,
+  templateSets,
+  selectedTemplateId,
+  onSelectTemplate,
 }: ReportHeaderProps) {
   return (
     <>
@@ -65,16 +73,50 @@ export function ReportHeader({
       </Card>
 
       <Card className="w-80 flex-shrink-0">
+        <CardHeader>
+            <CardTitle className="text-lg">分析控制</CardTitle>
+        </CardHeader>
+        <CardContent className="flex flex-col gap-3">
+            <div className="space-y-1">
+            <label className="text-xs font-medium">选择模板</label>
+            <Select value={selectedTemplateId} onValueChange={onSelectTemplate} disabled={triggering}>
+                <SelectTrigger>
+                <SelectValue placeholder="选择分析模板" />
+                </SelectTrigger>
+                <SelectContent>
+                {templateSets && Object.entries(templateSets).map(([id, set]: [string, any]) => (
+                    <SelectItem key={id} value={id}>
+                    {set.name}
+                    </SelectItem>
+                ))}
+                </SelectContent>
+            </Select>
+            </div>
+            
+            <div className="flex flex-wrap gap-2">
+                <Button
+                onClick={onStartAnalysis}
+                disabled={triggering || !selectedTemplateId}
+                className="flex-1"
+                >
+                {triggering ? '触发中…' : '触发分析'}
+                </Button>
+                <Button variant="destructive" onClick={onStopAnalysis} disabled={!hasRunningTask}>
+                停止
+                </Button>
+                <Button variant="outline" onClick={onContinueAnalysis} disabled={isAnalysisRunning}>
+                继续
+                </Button>
+            </div>
+        </CardContent>
+      </Card>
+
+      <Card className="w-64 flex-shrink-0">
         <CardHeader>
           <CardTitle className="text-lg">昨日快照</CardTitle>
         </CardHeader>
         <CardContent className="text-sm">
           <div className="grid grid-cols-2 gap-x-6 gap-y-3">
-            <SnapshotItem 
-              label="日期" 
-              value={snapshot?.trade_date ? `${snapshot.trade_date.slice(0,4)}-${snapshot.trade_date.slice(4,6)}-${snapshot.trade_date.slice(6,8)}` : undefined} 
-              loading={snapshotLoading} 
-            />
             <SnapshotItem 
               label="PB" 
               value={snapshot?.pb != null ? `${Number(snapshot.pb).toFixed(2)}` : undefined} 
@@ -95,31 +137,9 @@ export function ReportHeader({
               value={snapshot?.total_mv != null ? `${Math.round((snapshot.total_mv as number) / 10000).toLocaleString('zh-CN')} 亿元` : undefined} 
               loading={snapshotLoading} 
             />
-            <SnapshotItem 
-              label="股息率" 
-              value={snapshot?.dv_ratio != null ? `${Number(snapshot.dv_ratio).toFixed(2)}%` : undefined} 
-              loading={snapshotLoading} 
-            />
           </div>
         </CardContent>
       </Card>
-
-      <Card className="w-40 flex-shrink-0">
-        <CardContent className="flex flex-col gap-2 pt-6">
-          <Button
-            onClick={onStartAnalysis}
-            disabled={triggering}
-          >
-            {triggering ? '触发中…' : '触发分析'}
-          </Button>
-          <Button variant="destructive" onClick={onStopAnalysis} disabled={!hasRunningTask}>
-            停止
-          </Button>
-          <Button variant="outline" onClick={onContinueAnalysis} disabled={isAnalysisRunning}>
-            继续
-          </Button>
-        </CardContent>
-      </Card>
     </>
   );
 }
@@ -131,8 +151,7 @@ function SnapshotItem({ label, value, loading }: { label: string; value?: string
       <span className="font-medium">
         {loading ? (
           <span className="flex items-center gap-1">
-            {label === '日期' && <Spinner className="size-3" />}
-            <span className="text-muted-foreground">{label === '日期' ? '加载中...' : '-'}</span>
+            <Spinner className="size-3" />
           </span>
         ) : value ? (
           value
@@ -143,4 +162,3 @@ function SnapshotItem({ label, value, loading }: { label: string; value?: string
     </div>
   );
 }
-
diff --git a/frontend/src/app/report/[symbol]/hooks/useAnalysisRunner.ts b/frontend/src/app/report/[symbol]/hooks/useAnalysisRunner.ts
index b5e69fa..44772ba 100644
--- a/frontend/src/app/report/[symbol]/hooks/useAnalysisRunner.ts
+++ b/frontend/src/app/report/[symbol]/hooks/useAnalysisRunner.ts
@@ -25,17 +25,47 @@ interface AnalysisRecord {
 
 export function useAnalysisRunner(
   financials: any,
-  analysisConfig: any,
+  financialConfig: any,
   normalizedMarket: string,
   unifiedSymbol: string,
   isLoading: boolean,
-  error: any
+  error: any,
+  templateSets: any // Added templateSets
 ) {
+  // --- Template Logic ---
+  const [selectedTemplateId, setSelectedTemplateId] = useState<string>('');
+
+  // Set default template
+  useEffect(() => {
+    if (!selectedTemplateId && templateSets && Object.keys(templateSets).length > 0) {
+      const defaultId = Object.keys(templateSets).find(k => k.includes('standard') || k === 'default') || Object.keys(templateSets)[0];
+      setSelectedTemplateId(defaultId);
+    }
+  }, [templateSets, selectedTemplateId]);
+
+  const reportTemplateId = financials?.meta?.template_id;
+  
+  // Determine active template set
+  const activeTemplateId = (financials && reportTemplateId) ? reportTemplateId : selectedTemplateId;
+  
+  const activeTemplateSet = useMemo(() => {
+    if (!activeTemplateId || !templateSets) return null;
+    return templateSets[activeTemplateId] || null;
+  }, [activeTemplateId, templateSets]);
+
+  // Derive effective analysis config from template set, falling back to global config if needed
+  const activeAnalysisConfig = useMemo(() => {
+    if (activeTemplateSet) {
+      return { analysis_modules: activeTemplateSet.modules };
+    }
+    return financialConfig; // Fallback to global config (legacy behavior)
+  }, [activeTemplateSet, financialConfig]);
+
   // 分析类型列表
   const analysisTypes = useMemo(() => {
-    if (!analysisConfig?.analysis_modules) return [];
-    return Object.keys(analysisConfig.analysis_modules);
-  }, [analysisConfig]);
+    if (!activeAnalysisConfig?.analysis_modules) return [];
+    return Object.keys(activeAnalysisConfig.analysis_modules);
+  }, [activeAnalysisConfig]);
 
   // 分析状态管理
   const [analysisStates, setAnalysisStates] = useState<Record<string, AnalysisState>>({});
@@ -109,7 +139,7 @@ export function useAnalysisRunner(
   }, [startTime]);
 
   const retryAnalysis = async (analysisType: string) => {
-    if (!financials || !analysisConfig?.analysis_modules) {
+    if (!financials || !activeAnalysisConfig?.analysis_modules) {
       return;
     }
     analysisFetchedRefs.current[analysisType] = false;
@@ -119,7 +149,7 @@ export function useAnalysisRunner(
     }));
     setAnalysisRecords(prev => prev.filter(record => record.type !== analysisType));
     const analysisName =
-      analysisConfig.analysis_modules[analysisType]?.name || analysisType;
+      activeAnalysisConfig.analysis_modules[analysisType]?.name || analysisType;
     const startTimeISO = new Date().toISOString();
     setCurrentAnalysisTask(analysisType);
     setAnalysisRecords(prev => [...prev, {
@@ -186,6 +216,7 @@ export function useAnalysisRunner(
       setAnalysisStates(prev => ({
         ...prev,
         [analysisType]: {
+          ...prev[analysisType],
           content: '',
           loading: false,
           error: errorMessage
@@ -208,7 +239,7 @@ export function useAnalysisRunner(
   };
 
   useEffect(() => {
-    if (isLoading || error || !financials || !analysisConfig?.analysis_modules || analysisTypes.length === 0) {
+    if (isLoading || error || !financials || !activeAnalysisConfig?.analysis_modules || analysisTypes.length === 0) {
       return;
     }
     if (isAnalysisRunningRef.current) {
@@ -231,13 +262,13 @@ export function useAnalysisRunner(
           if (analysisFetchedRefs.current[analysisType]) {
             continue;
           }
-          if (!analysisFetchedRefs.current || !analysisConfig?.analysis_modules) {
+          if (!analysisFetchedRefs.current || !activeAnalysisConfig?.analysis_modules) {
             console.error("分析配置或refs未初始化，无法进行分析。");
             continue;
           }
           currentAnalysisTypeRef.current = analysisType;
           const analysisName =
-            analysisConfig.analysis_modules[analysisType]?.name || analysisType;
+            activeAnalysisConfig.analysis_modules[analysisType]?.name || analysisType;
           const startTimeISO = new Date().toISOString();
           setCurrentAnalysisTask(analysisType);
           setAnalysisRecords(prev => {
@@ -360,7 +391,7 @@ export function useAnalysisRunner(
       }
     };
     runAnalysesSequentially();
-  }, [isLoading, error, financials, analysisConfig, analysisTypes, normalizedMarket, unifiedSymbol, startTime, manualRunKey]);
+  }, [isLoading, error, financials, activeAnalysisConfig, analysisTypes, normalizedMarket, unifiedSymbol, startTime, manualRunKey]);
 
   const stopAll = () => {
     stopRequestedRef.current = true;
@@ -382,11 +413,12 @@ export function useAnalysisRunner(
   };
 
   const triggerAnalysis = async () => {
-      const reqId = await triggerAnalysisRequest(unifiedSymbol, normalizedMarket || '');
+      const reqId = await triggerAnalysisRequest(unifiedSymbol, normalizedMarket || '', selectedTemplateId);
       if (reqId) setRequestId(reqId);
   };
 
   return {
+    activeAnalysisConfig, // Exported
     analysisTypes,
     analysisStates,
     analysisRecords,
@@ -404,11 +436,8 @@ export function useAnalysisRunner(
     continuePending,
     retryAnalysis,
     hasRunningTask,
-    isAnalysisRunning: isAnalysisRunningRef.current, // 注意：这里返回的是 ref.current，可能不是响应式的。通常需要 state。
-    // 但原代码中 isAnalysisRunningRef 仅用于内部逻辑控制，没有直接用于 UI 展示（除了 disabled 状态，但这通常依赖 state 变化触发重渲染）。
-    // 在原 UI 中 `disabled={isAnalysisRunningRef.current}` 可能会有问题，如果仅仅 Ref 变了组件不一定会刷新。
-    // 不过原代码就是这样写的。
-    // 我建议可以用 hasRunningTask 来作为替代。
+    isAnalysisRunning: isAnalysisRunningRef.current,
+    selectedTemplateId, // Exported
+    setSelectedTemplateId, // Exported
   };
 }
-
diff --git a/frontend/src/app/report/[symbol]/page.tsx b/frontend/src/app/report/[symbol]/page.tsx
index 666b085..0a8819b 100644
--- a/frontend/src/app/report/[symbol]/page.tsx
+++ b/frontend/src/app/report/[symbol]/page.tsx
@@ -134,3 +134,5 @@ export default function ReportPage() {
     </div>
   );
 }
+
+
diff --git a/frontend/src/components/ui/command.tsx b/frontend/src/components/ui/command.tsx
new file mode 100644
index 0000000..169359e
--- /dev/null
+++ b/frontend/src/components/ui/command.tsx
@@ -0,0 +1,160 @@
+"use client"
+
+import * as React from "react"
+import { Command as CommandPrimitive } from "cmdk"
+import { SearchIcon } from "lucide-react"
+
+import { cn } from "@/lib/utils"
+
+function Command({
+  className,
+  ...props
+}: React.ComponentProps<typeof CommandPrimitive>) {
+  return (
+    <CommandPrimitive
+      data-slot="command"
+      className={cn(
+        "bg-popover text-popover-foreground flex h-full w-full flex-col overflow-hidden rounded-md",
+        className
+      )}
+      {...props}
+    />
+  )
+}
+
+function CommandDialog({
+  title = "Command Palette",
+  description = "Search for a command to run...",
+  children,
+  ...props
+}: React.ComponentProps<typeof CommandPrimitive.Dialog> & {
+  title?: string
+  description?: string
+}) {
+  return (
+    <CommandPrimitive.Dialog
+      data-slot="command-dialog"
+      {...props}
+    >
+        {children}
+    </CommandPrimitive.Dialog>
+  )
+}
+
+function CommandInput({
+  className,
+  ...props
+}: React.ComponentProps<typeof CommandPrimitive.Input>) {
+  return (
+    <div className="flex items-center border-b px-3" data-slot="command-input-wrapper">
+      <SearchIcon className="mr-2 size-4 shrink-0 opacity-50" />
+      <CommandPrimitive.Input
+        data-slot="command-input"
+        className={cn(
+          "placeholder:text-muted-foreground flex h-10 w-full rounded-md bg-transparent py-3 text-sm outline-hidden disabled:cursor-not-allowed disabled:opacity-50",
+          className
+        )}
+        {...props}
+      />
+    </div>
+  )
+}
+
+function CommandList({
+  className,
+  ...props
+}: React.ComponentProps<typeof CommandPrimitive.List>) {
+  return (
+    <CommandPrimitive.List
+      data-slot="command-list"
+      className={cn("max-h-[300px] overflow-y-auto overflow-x-hidden", className)}
+      {...props}
+    />
+  )
+}
+
+function CommandEmpty({
+  ...props
+}: React.ComponentProps<typeof CommandPrimitive.Empty>) {
+  return (
+    <CommandPrimitive.Empty
+      data-slot="command-empty"
+      className="py-6 text-center text-sm"
+      {...props}
+    />
+  )
+}
+
+function CommandGroup({
+  className,
+  ...props
+}: React.ComponentProps<typeof CommandPrimitive.Group>) {
+  return (
+    <CommandPrimitive.Group
+      data-slot="command-group"
+      className={cn(
+        "text-foreground [&_[cmdk-group-heading]]:text-muted-foreground overflow-hidden p-1 [&_[cmdk-group-heading]]:px-2 [&_[cmdk-group-heading]]:py-1.5 [&_[cmdk-group-heading]]:text-xs [&_[cmdk-group-heading]]:font-medium",
+        className
+      )}
+      {...props}
+    />
+  )
+}
+
+function CommandSeparator({
+  className,
+  ...props
+}: React.ComponentProps<typeof CommandPrimitive.Separator>) {
+  return (
+    <CommandPrimitive.Separator
+      data-slot="command-separator"
+      className={cn("bg-border -mx-1 h-px", className)}
+      {...props}
+    />
+  )
+}
+
+function CommandItem({
+  className,
+  ...props
+}: React.ComponentProps<typeof CommandPrimitive.Item>) {
+  return (
+    <CommandPrimitive.Item
+      data-slot="command-item"
+      className={cn(
+        "data-[selected=true]:bg-accent data-[selected=true]:text-accent-foreground [&_svg:not([class*='text-'])]:text-muted-foreground relative flex cursor-default select-none items-center gap-2 rounded-sm px-2 py-1.5 text-sm outline-hidden data-[disabled=true]:pointer-events-none data-[disabled=true]:opacity-50 [&_svg]:pointer-events-none [&_svg]:shrink-0 [&_svg:not([class*='size-'])]:size-4",
+        className
+      )}
+      {...props}
+    />
+  )
+}
+
+function CommandShortcut({
+  className,
+  ...props
+}: React.ComponentProps<"span">) {
+  return (
+    <span
+      data-slot="command-shortcut"
+      className={cn(
+        "text-muted-foreground ml-auto text-xs tracking-widest",
+        className
+      )}
+      {...props}
+    />
+  )
+}
+
+export {
+  Command,
+  CommandDialog,
+  CommandInput,
+  CommandList,
+  CommandEmpty,
+  CommandGroup,
+  CommandItem,
+  CommandShortcut,
+  CommandSeparator,
+}
+
diff --git a/frontend/src/components/ui/popover.tsx b/frontend/src/components/ui/popover.tsx
new file mode 100644
index 0000000..96522c4
--- /dev/null
+++ b/frontend/src/components/ui/popover.tsx
@@ -0,0 +1,49 @@
+"use client"
+
+import * as React from "react"
+import * as PopoverPrimitive from "@radix-ui/react-popover"
+
+import { cn } from "@/lib/utils"
+
+function Popover({
+  ...props
+}: React.ComponentProps<typeof PopoverPrimitive.Root>) {
+  return <PopoverPrimitive.Root data-slot="popover" {...props} />
+}
+
+function PopoverTrigger({
+  ...props
+}: React.ComponentProps<typeof PopoverPrimitive.Trigger>) {
+  return <PopoverPrimitive.Trigger data-slot="popover-trigger" {...props} />
+}
+
+function PopoverContent({
+  className,
+  align = "center",
+  sideOffset = 4,
+  ...props
+}: React.ComponentProps<typeof PopoverPrimitive.Content>) {
+  return (
+    <PopoverPrimitive.Portal>
+      <PopoverPrimitive.Content
+        data-slot="popover-content"
+        align={align}
+        sideOffset={sideOffset}
+        className={cn(
+          "bg-popover text-popover-foreground data-[state=open]:animate-in data-[state=closed]:animate-out data-[state=closed]:fade-out-0 data-[state=open]:fade-in-0 data-[state=closed]:zoom-out-95 data-[state=open]:zoom-in-95 data-[side=bottom]:slide-in-from-top-2 data-[side=left]:slide-in-from-right-2 data-[side=right]:slide-in-from-left-2 data-[side=top]:slide-in-from-bottom-2 z-50 w-72 rounded-md border p-4 shadow-md outline-hidden",
+          className
+        )}
+        {...props}
+      />
+    </PopoverPrimitive.Portal>
+  )
+}
+
+function PopoverAnchor({
+  ...props
+}: React.ComponentProps<typeof PopoverPrimitive.Anchor>) {
+  return <PopoverPrimitive.Anchor data-slot="popover-anchor" {...props} />
+}
+
+export { Popover, PopoverTrigger, PopoverContent, PopoverAnchor }
+
diff --git a/frontend/src/hooks/useApi.ts b/frontend/src/hooks/useApi.ts
index da844df..ba8e03d 100644
--- a/frontend/src/hooks/useApi.ts
+++ b/frontend/src/hooks/useApi.ts
@@ -3,15 +3,13 @@ import {
   BatchFinancialDataResponse,
   TodaySnapshotResponse,
   RealTimeQuoteResponse,
-  AnalysisConfigResponse,
   LlmProvidersConfig,
-  AnalysisModulesConfig,
   AnalysisTemplateSets, // New type
   FinancialConfigResponse,
   DataSourcesConfig,
+  AnalysisResultDto,
 } from "@/types";
 import { useEffect, useState } from "react";
-// Execution-step types not used currently; keep API minimal and explicit
 import { useConfigStore } from "@/stores/useConfigStore";
 import type { SystemConfig } from "@/stores/useConfigStore";
 
@@ -24,7 +22,7 @@ export function useDataRequest() {
   const [isMutating, setIsMutating] = useState(false);
   const [error, setError] = useState<Error | null>(null);
 
-  const trigger = async (symbol: string, market: string): Promise<string | undefined> => {
+  const trigger = async (symbol: string, market: string, templateId?: string): Promise<string | undefined> => {
     setIsMutating(true);
     setError(null);
     try {
@@ -33,7 +31,7 @@ export function useDataRequest() {
         headers: {
           'Content-Type': 'application/json',
         },
-        body: JSON.stringify({ symbol, market }),
+        body: JSON.stringify({ symbol, market, template_id: templateId }),
       });
 
       if (!res.ok) {
@@ -79,6 +77,19 @@ export function useTaskProgress(requestId: string | null, options?: SWRConfigura
   };
 }
 
+// --- Analysis Results Hooks (NEW) ---
+
+export function useAnalysisResults(symbol?: string) {
+  return useSWR<AnalysisResultDto[]>(
+    symbol ? `/api/analysis-results?symbol=${encodeURIComponent(symbol)}` : null,
+    fetcher,
+    {
+      refreshInterval: 5000, // Poll for new results
+    }
+  );
+}
+
+
 // --- 保留的旧Hooks (用于查询最终数据) ---
 
 export function useCompanyProfile(symbol?: string, market?: string) {
@@ -139,44 +150,6 @@ export function useFinancials(market?: string, stockCode?: string, years: number
   );
 }
 
-export function useAnalysisConfig() {
-  return useSWR<AnalysisConfigResponse>('/api/configs/analysis_modules', fetcher);
-}
-
-export async function updateAnalysisConfig(config: AnalysisConfigResponse) {
-  const res = await fetch('/api/configs/analysis_modules', {
-    method: 'PUT',
-    headers: { 'Content-Type': 'application/json' },
-    body: JSON.stringify(config),
-  });
-  if (!res.ok) throw new Error(await res.text());
-  return res.json();
-}
-
-export async function generateFullAnalysis(tsCode: string, companyName: string) {
-  const url = `/api/financials/china/${encodeURIComponent(tsCode)}/analysis?company_name=${encodeURIComponent(companyName)}`;
-  const res = await fetch(url, {
-    method: 'POST',
-    headers: { 'Content-Type': 'application/json' },
-  });
-
-  const text = await res.text();
-  if (!res.ok) {
-    try {
-      const errorJson = JSON.parse(text);
-      throw new Error(errorJson.detail || text);
-    } catch {
-      throw new Error(text || `Request failed: ${res.status}`);
-    }
-  }
-
-  try {
-    return JSON.parse(text);
-  } catch {
-    throw new Error('Invalid JSON response from server.');
-  }
-}
-
 export function useChinaSnapshot(ts_code?: string) {
   return useSWR<TodaySnapshotResponse>(
     ts_code ? `/api/financials/china/${encodeURIComponent(ts_code)}/snapshot` : null,
@@ -397,26 +370,6 @@ export async function updateAnalysisTemplateSets(payload: AnalysisTemplateSets)
     return res.json() as Promise<AnalysisTemplateSets>;
 }
 
-
-// --- Analysis Modules Config Hooks (OLD - DEPRECATED) ---
-
-export function useAnalysisModules() {
-  return useSWR<AnalysisModulesConfig>('/api/configs/analysis_modules', fetcher);
-}
-
-export async function updateAnalysisModules(payload: AnalysisModulesConfig) {
-    const res = await fetch('/api/configs/analysis_modules', {
-        method: 'PUT',
-        headers: { 'Content-Type': 'application/json' },
-        body: JSON.stringify(payload),
-    });
-    if (!res.ok) {
-        const text = await res.text().catch(() => '');
-        throw new Error(text || `HTTP ${res.status}`);
-    }
-    return res.json() as Promise<AnalysisModulesConfig>;
-}
-
 // --- Data Sources Config Hooks ---
 
 export function useDataSourcesConfig() {
diff --git a/frontend/src/types/index.ts b/frontend/src/types/index.ts
index 1cc5f79..8fd25ed 100644
--- a/frontend/src/types/index.ts
+++ b/frontend/src/types/index.ts
@@ -102,6 +102,7 @@ export interface FinancialMeta {
   api_calls_by_group: Record<string, number>;
   current_action?: string | null;
   steps: StepRecord[];
+  template_id?: string | null;
 }
 
 export interface BatchFinancialDataResponse {
@@ -183,6 +184,21 @@ export interface AnalysisResponse {
   error?: string;
 }
 
+/**
+ * 分析结果 DTO (Analysis Result Data Transfer Object)
+ * Corresponds to backend AnalysisResultDto
+ */
+export interface AnalysisResultDto {
+  id: number;
+  request_id: string; // UUID
+  symbol: string;
+  template_id: string;
+  module_id: string;
+  content: string;
+  meta_data: any; // JSON
+  created_at: string; // ISO8601
+}
+
 /**
  * 分析配置响应接口
  */
diff --git a/package-lock.json b/package-lock.json
index a2b202d..1c24983 100644
--- a/package-lock.json
+++ b/package-lock.json
@@ -5,10 +5,559 @@
   "packages": {
     "": {
       "dependencies": {
+        "@radix-ui/react-dialog": "^1.1.15",
+        "@radix-ui/react-popover": "^1.1.15",
+        "cmdk": "^1.1.1",
         "immer": "^10.2.0",
         "zustand": "^5.0.8"
       }
     },
+    "node_modules/@floating-ui/core": {
+      "version": "1.7.3",
+      "resolved": "https://registry.npmjs.org/@floating-ui/core/-/core-1.7.3.tgz",
+      "integrity": "sha512-sGnvb5dmrJaKEZ+LDIpguvdX3bDlEllmv4/ClQ9awcmCZrlx5jQyyMWFM5kBI+EyNOCDDiKk8il0zeuX3Zlg/w==",
+      "license": "MIT",
+      "dependencies": {
+        "@floating-ui/utils": "^0.2.10"
+      }
+    },
+    "node_modules/@floating-ui/dom": {
+      "version": "1.7.4",
+      "resolved": "https://registry.npmjs.org/@floating-ui/dom/-/dom-1.7.4.tgz",
+      "integrity": "sha512-OOchDgh4F2CchOX94cRVqhvy7b3AFb+/rQXyswmzmGakRfkMgoWVjfnLWkRirfLEfuD4ysVW16eXzwt3jHIzKA==",
+      "license": "MIT",
+      "dependencies": {
+        "@floating-ui/core": "^1.7.3",
+        "@floating-ui/utils": "^0.2.10"
+      }
+    },
+    "node_modules/@floating-ui/react-dom": {
+      "version": "2.1.6",
+      "resolved": "https://registry.npmjs.org/@floating-ui/react-dom/-/react-dom-2.1.6.tgz",
+      "integrity": "sha512-4JX6rEatQEvlmgU80wZyq9RT96HZJa88q8hp0pBd+LrczeDI4o6uA2M+uvxngVHo4Ihr8uibXxH6+70zhAFrVw==",
+      "license": "MIT",
+      "dependencies": {
+        "@floating-ui/dom": "^1.7.4"
+      },
+      "peerDependencies": {
+        "react": ">=16.8.0",
+        "react-dom": ">=16.8.0"
+      }
+    },
+    "node_modules/@floating-ui/utils": {
+      "version": "0.2.10",
+      "resolved": "https://registry.npmjs.org/@floating-ui/utils/-/utils-0.2.10.tgz",
+      "integrity": "sha512-aGTxbpbg8/b5JfU1HXSrbH3wXZuLPJcNEcZQFMxLs3oSzgtVu6nFPkbbGGUvBcUjKV2YyB9Wxxabo+HEH9tcRQ==",
+      "license": "MIT"
+    },
+    "node_modules/@radix-ui/primitive": {
+      "version": "1.1.3",
+      "resolved": "https://registry.npmjs.org/@radix-ui/primitive/-/primitive-1.1.3.tgz",
+      "integrity": "sha512-JTF99U/6XIjCBo0wqkU5sK10glYe27MRRsfwoiq5zzOEZLHU3A3KCMa5X/azekYRCJ0HlwI0crAXS/5dEHTzDg==",
+      "license": "MIT"
+    },
+    "node_modules/@radix-ui/react-arrow": {
+      "version": "1.1.7",
+      "resolved": "https://registry.npmjs.org/@radix-ui/react-arrow/-/react-arrow-1.1.7.tgz",
+      "integrity": "sha512-F+M1tLhO+mlQaOWspE8Wstg+z6PwxwRd8oQ8IXceWz92kfAmalTRf0EjrouQeo7QssEPfCn05B4Ihs1K9WQ/7w==",
+      "license": "MIT",
+      "dependencies": {
+        "@radix-ui/react-primitive": "2.1.3"
+      },
+      "peerDependencies": {
+        "@types/react": "*",
+        "@types/react-dom": "*",
+        "react": "^16.8 || ^17.0 || ^18.0 || ^19.0 || ^19.0.0-rc",
+        "react-dom": "^16.8 || ^17.0 || ^18.0 || ^19.0 || ^19.0.0-rc"
+      },
+      "peerDependenciesMeta": {
+        "@types/react": {
+          "optional": true
+        },
+        "@types/react-dom": {
+          "optional": true
+        }
+      }
+    },
+    "node_modules/@radix-ui/react-compose-refs": {
+      "version": "1.1.2",
+      "resolved": "https://registry.npmjs.org/@radix-ui/react-compose-refs/-/react-compose-refs-1.1.2.tgz",
+      "integrity": "sha512-z4eqJvfiNnFMHIIvXP3CY57y2WJs5g2v3X0zm9mEJkrkNv4rDxu+sg9Jh8EkXyeqBkB7SOcboo9dMVqhyrACIg==",
+      "license": "MIT",
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+      "resolved": "https://registry.npmjs.org/detect-node-es/-/detect-node-es-1.1.0.tgz",
+      "integrity": "sha512-ypdmJU/TbBby2Dxibuv7ZLW3Bs1QEmM7nHjEANfohJLvE0XVujisn1qPJcZxg+qDucsr+bP6fLD1rPS3AhJ7EQ==",
+      "license": "MIT"
+    },
+    "node_modules/get-nonce": {
+      "version": "1.0.1",
+      "resolved": "https://registry.npmjs.org/get-nonce/-/get-nonce-1.0.1.tgz",
+      "integrity": "sha512-FJhYRoDaiatfEkUK8HKlicmu/3SGFD51q3itKDGoSTysQJBnfOcxU5GxnhE1E6soB76MbT0MBtnKJuXyAx+96Q==",
+      "license": "MIT",
+      "engines": {
+        "node": ">=6"
+      }
+    },
     "node_modules/immer": {
       "version": "10.2.0",
       "resolved": "https://registry.npmjs.org/immer/-/immer-10.2.0.tgz",
@@ -19,6 +568,154 @@
         "url": "https://opencollective.com/immer"
       }
     },
+    "node_modules/react": {
+      "version": "19.2.0",
+      "resolved": "https://registry.npmjs.org/react/-/react-19.2.0.tgz",
+      "integrity": "sha512-tmbWg6W31tQLeB5cdIBOicJDJRR2KzXsV7uSK9iNfLWQ5bIZfxuPEHp7M8wiHyHnn0DD1i7w3Zmin0FtkrwoCQ==",
+      "license": "MIT",
+      "peer": true,
+      "engines": {
+        "node": ">=0.10.0"
+      }
+    },
+    "node_modules/react-dom": {
+      "version": "19.2.0",
+      "resolved": "https://registry.npmjs.org/react-dom/-/react-dom-19.2.0.tgz",
+      "integrity": "sha512-UlbRu4cAiGaIewkPyiRGJk0imDN2T3JjieT6spoL2UeSf5od4n5LB/mQ4ejmxhCFT1tYe8IvaFulzynWovsEFQ==",
+      "license": "MIT",
+      "peer": true,
+      "dependencies": {
+        "scheduler": "^0.27.0"
+      },
+      "peerDependencies": {
+        "react": "^19.2.0"
+      }
+    },
+    "node_modules/react-remove-scroll": {
+      "version": "2.7.1",
+      "resolved": "https://registry.npmjs.org/react-remove-scroll/-/react-remove-scroll-2.7.1.tgz",
+      "integrity": "sha512-HpMh8+oahmIdOuS5aFKKY6Pyog+FNaZV/XyJOq7b4YFwsFHe5yYfdbIalI4k3vU2nSDql7YskmUseHsRrJqIPA==",
+      "license": "MIT",
+      "dependencies": {
+        "react-remove-scroll-bar": "^2.3.7",
+        "react-style-singleton": "^2.2.3",
+        "tslib": "^2.1.0",
+        "use-callback-ref": "^1.3.3",
+        "use-sidecar": "^1.1.3"
+      },
+      "engines": {
+        "node": ">=10"
+      },
+      "peerDependencies": {
+        "@types/react": "*",
+        "react": "^16.8.0 || ^17.0.0 || ^18.0.0 || ^19.0.0 || ^19.0.0-rc"
+      },
+      "peerDependenciesMeta": {
+        "@types/react": {
+          "optional": true
+        }
+      }
+    },
+    "node_modules/react-remove-scroll-bar": {
+      "version": "2.3.8",
+      "resolved": "https://registry.npmjs.org/react-remove-scroll-bar/-/react-remove-scroll-bar-2.3.8.tgz",
+      "integrity": "sha512-9r+yi9+mgU33AKcj6IbT9oRCO78WriSj6t/cF8DWBZJ9aOGPOTEDvdUDz1FwKim7QXWwmHqtdHnRJfhAxEG46Q==",
+      "license": "MIT",
+      "dependencies": {
+        "react-style-singleton": "^2.2.2",
+        "tslib": "^2.0.0"
+      },
+      "engines": {
+        "node": ">=10"
+      },
+      "peerDependencies": {
+        "@types/react": "*",
+        "react": "^16.8.0 || ^17.0.0 || ^18.0.0 || ^19.0.0"
+      },
+      "peerDependenciesMeta": {
+        "@types/react": {
+          "optional": true
+        }
+      }
+    },
+    "node_modules/react-style-singleton": {
+      "version": "2.2.3",
+      "resolved": "https://registry.npmjs.org/react-style-singleton/-/react-style-singleton-2.2.3.tgz",
+      "integrity": "sha512-b6jSvxvVnyptAiLjbkWLE/lOnR4lfTtDAl+eUC7RZy+QQWc6wRzIV2CE6xBuMmDxc2qIihtDCZD5NPOFl7fRBQ==",
+      "license": "MIT",
+      "dependencies": {
+        "get-nonce": "^1.0.0",
+        "tslib": "^2.0.0"
+      },
+      "engines": {
+        "node": ">=10"
+      },
+      "peerDependencies": {
+        "@types/react": "*",
+        "react": "^16.8.0 || ^17.0.0 || ^18.0.0 || ^19.0.0 || ^19.0.0-rc"
+      },
+      "peerDependenciesMeta": {
+        "@types/react": {
+          "optional": true
+        }
+      }
+    },
+    "node_modules/scheduler": {
+      "version": "0.27.0",
+      "resolved": "https://registry.npmjs.org/scheduler/-/scheduler-0.27.0.tgz",
+      "integrity": "sha512-eNv+WrVbKu1f3vbYJT/xtiF5syA5HPIMtf9IgY/nKg0sWqzAUEvqY/xm7OcZc/qafLx/iO9FgOmeSAp4v5ti/Q==",
+      "license": "MIT",
+      "peer": true
+    },
+    "node_modules/tslib": {
+      "version": "2.8.1",
+      "resolved": "https://registry.npmjs.org/tslib/-/tslib-2.8.1.tgz",
+      "integrity": "sha512-oJFu94HQb+KVduSUQL7wnpmqnfmLsOA/nAh6b6EH0wCEoK0/mPeXU6c3wKDV83MkOuHPRHtSXKKU99IBazS/2w==",
+      "license": "0BSD"
+    },
+    "node_modules/use-callback-ref": {
+      "version": "1.3.3",
+      "resolved": "https://registry.npmjs.org/use-callback-ref/-/use-callback-ref-1.3.3.tgz",
+      "integrity": "sha512-jQL3lRnocaFtu3V00JToYz/4QkNWswxijDaCVNZRiRTO3HQDLsdu1ZtmIUvV4yPp+rvWm5j0y0TG/S61cuijTg==",
+      "license": "MIT",
+      "dependencies": {
+        "tslib": "^2.0.0"
+      },
+      "engines": {
+        "node": ">=10"
+      },
+      "peerDependencies": {
+        "@types/react": "*",
+        "react": "^16.8.0 || ^17.0.0 || ^18.0.0 || ^19.0.0 || ^19.0.0-rc"
+      },
+      "peerDependenciesMeta": {
+        "@types/react": {
+          "optional": true
+        }
+      }
+    },
+    "node_modules/use-sidecar": {
+      "version": "1.1.3",
+      "resolved": "https://registry.npmjs.org/use-sidecar/-/use-sidecar-1.1.3.tgz",
+      "integrity": "sha512-Fedw0aZvkhynoPYlA5WXrMCAMm+nSWdZt6lzJQ7Ok8S6Q+VsHmHpRWndVRJ8Be0ZbkfPc5LRYH+5XrzXcEeLRQ==",
+      "license": "MIT",
+      "dependencies": {
+        "detect-node-es": "^1.1.0",
+        "tslib": "^2.0.0"
+      },
+      "engines": {
+        "node": ">=10"
+      },
+      "peerDependencies": {
+        "@types/react": "*",
+        "react": "^16.8.0 || ^17.0.0 || ^18.0.0 || ^19.0.0 || ^19.0.0-rc"
+      },
+      "peerDependenciesMeta": {
+        "@types/react": {
+          "optional": true
+        }
+      }
+    },
     "node_modules/zustand": {
       "version": "5.0.8",
       "resolved": "https://registry.npmjs.org/zustand/-/zustand-5.0.8.tgz",
diff --git a/package.json b/package.json
index 49b6d89..6918575 100644
--- a/package.json
+++ b/package.json
@@ -1,5 +1,8 @@
 {
   "dependencies": {
+    "@radix-ui/react-dialog": "^1.1.15",
+    "@radix-ui/react-popover": "^1.1.15",
+    "cmdk": "^1.1.1",
     "immer": "^10.2.0",
     "zustand": "^5.0.8"
   }
diff --git a/services/api-gateway/src/api.rs b/services/api-gateway/src/api.rs
index 0644273..20c8dc0 100644
--- a/services/api-gateway/src/api.rs
+++ b/services/api-gateway/src/api.rs
@@ -23,6 +23,7 @@ const ANALYSIS_COMMANDS_QUEUE: &str = "analysis.commands.generate_report";
 pub struct DataRequest {
     pub symbol: String,
     pub market: String,
+    pub template_id: Option<String>,
 }
 
 #[derive(Serialize)]
@@ -102,7 +103,7 @@ async fn trigger_data_fetch(
     let request_id = Uuid::new_v4();
     let command = FetchCompanyDataCommand {
         request_id,
-        symbol: payload.symbol,
+        symbol: payload.symbol.clone(),
         market: payload.market,
     };
 
@@ -116,6 +117,23 @@ async fn trigger_data_fetch(
         )
         .await?;
 
+    // If a template_id is provided, trigger the analysis generation workflow as well.
+    if let Some(template_id) = payload.template_id {
+        let analysis_command = GenerateReportCommand {
+            request_id,
+            symbol: payload.symbol,
+            template_id,
+        };
+        info!(request_id = %request_id, template_id = %analysis_command.template_id, "Publishing analysis generation command (auto-triggered)");
+        state
+            .nats_client
+            .publish(
+                ANALYSIS_COMMANDS_QUEUE.to_string(),
+                serde_json::to_vec(&analysis_command).unwrap().into(),
+            )
+            .await?;
+    }
+
     Ok((
         StatusCode::ACCEPTED,
         Json(RequestAcceptedResponse { request_id }),
diff --git a/services/common-contracts/src/lib.rs b/services/common-contracts/src/lib.rs
index 14d50cc..e9050a4 100644
--- a/services/common-contracts/src/lib.rs
+++ b/services/common-contracts/src/lib.rs
@@ -3,5 +3,6 @@ pub mod models;
 pub mod observability;
 pub mod messages;
 pub mod config_models;
+pub mod provider;
 
 
diff --git a/services/common-contracts/src/provider.rs b/services/common-contracts/src/provider.rs
new file mode 100644
index 0000000..df186e1
--- /dev/null
+++ b/services/common-contracts/src/provider.rs
@@ -0,0 +1,8 @@
+pub trait DataProvider {
+    /// Returns the name of the provider (e.g., "tushare", "yfinance")
+    fn name(&self) -> &str;
+
+    /// Returns whether the provider is enabled in the configuration
+    fn is_enabled(&self) -> bool;
+}
+
diff --git a/services/finnhub-provider-service/src/finnhub.rs b/services/finnhub-provider-service/src/finnhub.rs
index 2382340..c6691d6 100644
--- a/services/finnhub-provider-service/src/finnhub.rs
+++ b/services/finnhub-provider-service/src/finnhub.rs
@@ -6,6 +6,7 @@ use crate::{
     mapping::{map_financial_dtos, map_profile_dto},
 };
 use common_contracts::dtos::{CompanyProfileDto, TimeSeriesFinancialDto};
+use common_contracts::provider::DataProvider;
 use tokio;
 
 #[derive(Debug, Deserialize, Clone)]
@@ -60,6 +61,16 @@ pub struct FinnhubDataProvider {
     client: FinnhubClient,
 }
 
+impl DataProvider for FinnhubDataProvider {
+    fn name(&self) -> &str {
+        "finnhub"
+    }
+
+    fn is_enabled(&self) -> bool {
+        true
+    }
+}
+
 impl FinnhubDataProvider {
     pub fn new(api_url: String, api_token: String) -> Self {
         Self {
diff --git a/services/tushare-provider-service/src/tushare.rs b/services/tushare-provider-service/src/tushare.rs
index 7c0adad..662930d 100644
--- a/services/tushare-provider-service/src/tushare.rs
+++ b/services/tushare-provider-service/src/tushare.rs
@@ -9,12 +9,23 @@ use crate::{
     ts_client::TushareClient,
 };
 use common_contracts::dtos::{CompanyProfileDto, TimeSeriesFinancialDto};
+use common_contracts::provider::DataProvider;
 
 #[derive(Clone)]
 pub struct TushareDataProvider {
     client: TushareClient,
 }
 
+impl DataProvider for TushareDataProvider {
+    fn name(&self) -> &str {
+        "tushare"
+    }
+
+    fn is_enabled(&self) -> bool {
+        true
+    }
+}
+
 impl TushareDataProvider {
     pub fn new(api_url: String, api_token: String) -> Self {
         Self {