docs(reorg): futu 第二数据源接入探索 (Q5 参考)

docs/plans/business_line_reorg.md

@@ -436,7 +436,7 @@ batch starts coding (§0 rule 5). Until then the batch stays `⬜ not started`.
 | Q2 | **Config tab fate** — is there *any* genuine global setting to keep? Risk-free rate is the only candidate (hard-coded in `static/sim/` and again in `core/options/greeks`). Yes → tab shrinks to it; no → tab deleted. | ✅ resolved 2026-09-10 (B8) — **tab deleted** | **Deleted.** After B7 nothing on it was global: every field had moved to the module that consumes it, so keeping the shell meant keeping a page whose only content was "these settings moved". The risk-free rate is not a *setting* yet (hard-coded in two places) — wiring it up is a new feature, not a cleanup, so there was nothing to shrink the tab to. The divergence risk is now on the watch list (`architecture_review.md` §2) |
 | Q3 | **`positions` block** — Portfolio Analysis is its only consumer. Move into a dedicated "Portfolio" panel/tab, or keep as a section the bar's Run ignores? | ✅ resolved 2026-09-10 (B6) — **dedicated Portfolio tab** | **Dedicated Portfolio tab** (`tab-portfolio`). The positions table drives `POST /api/portfolio_analysis` (client-fired) and owns a full result surface (Greeks / P&L / theta / breakeven / VaR); keeping it inside the bar's form would re-couple that workflow to the streaming submit — exactly the coupling ADR 0012 removes — and a one-line bar has nowhere to put the results. A tab also makes the workflow discoverable instead of buried under "Parameters". `#positions-tbody` stays in the DOM on every load, so the existing global handlers are unchanged |
 | Q4 | **Table rename vs. reshape** — `raw_prices`→`raw_bars` with identical columns (minimal), or also move the yfinance-ism `adj_close` handling into the provider during the rename? | ✅ resolved 2026-09-10 (B2) | **minimal rename** — identical columns on both sides of each pair (structurally enforced: one column tuple per shape, used to create both names). The `adj_close` normalisation is already inside the provider (B1's `to_canonical_bars`), and ingest now consumes canonical bars, so no reshape is needed. ADR 0011's `symbol` column stays the target state but is deferred — see the B2 note below |
-| Q5 | **Second-provider protocol shape** — not in scope to *implement*, but `providers/base.py` (written in B1) must be sketched against *both* yfinance and `archive/futu_integration/field_mapping.md` so the protocol is not accidentally yfinance-shaped (IV unit, bid/ask availability, `inTheMoney` derivation all differ). | ✅ resolved 2026-09-10 (B1) — outcome table in ADR 0011 §"Protocol shape" | design review of `base.py` against both field maps: IV → decimal, bid/ask nullable, `inTheMoney` dropped (derivable), expiries ISO strings |
+| Q5 | **Second-provider protocol shape** — not in scope to *implement*, but `providers/base.py` (written in B1) must be sketched against *both* yfinance and `archive/futu_integration/field_mapping.md` so the protocol is not accidentally yfinance-shaped (IV unit, bid/ask availability, `inTheMoney` derivation all differ). Field-and-deployment reference: [`futu_provider_integration.md`](futu_provider_integration.md) (exploration, 2026-09-11 — includes a `base.py` sketch checked against both). | ✅ resolved 2026-09-10 (B1) — outcome table in ADR 0011 §"Protocol shape" | design review of `base.py` against both field maps: IV → decimal, bid/ask nullable, `inTheMoney` dropped (derivable), expiries ISO strings |
 
 ### Batch notes (actuals + deviations, recorded as batches land)
 
@@ -859,7 +859,8 @@ watch-list item / F7b.)
 - Frontend: `templates/partials/parameters_bar.html`, the module toolbars in `templates/partials/tab_*.html`, `static/main.js`, `static/moduleParams.js`, `static/option-chain.js`
 - `docs/decisions/0002-yfinance-as-sole-data-source.md`, `0004-no-iv-history-from-yfinance.md`, `0005-token-bucket-throttle.md`
 - `docs/constraints.md` §1–§6, `docs/frontend_architecture.md`, `docs/frontend_convergence.md`
-- `archive/futu_integration/field_mapping.md`
+- `archive/futu_integration/field_mapping.md`,
+  [`futu_provider_integration.md`](futu_provider_integration.md) (futu second-provider exploration)
 
 ---
 
@@ -886,4 +887,3 @@ Findings worked as **batch B9 (remediation)** under the §0 rules.
 | F5 | mixed | ✅ **fixed (B9)** | **(a) was a B7 regression, not dead code:** `assessment.py` read `form_data["option_data"]` (projection-vs-positions overlay + sizing max-loss); B7 stopped `POST /` carrying positions, leaving the overlay permanently unfed. **(b/c) stale UI:** `routes/core.py` GET vars + `index.html` `badge-meta` + `market_review.html` meta-chips all showed POST-time defaults after B7 (`badge` always "Monthly, Neutral"). | **(a) retired** (owner call): removed the `option_data` branches, `parse_option_data`, `analyze_options` (both), `core/market/option_pnl.py` + `charts/option_pnl.py`, the `plot_url` block — Assessment sizing is debit-only. **(b/c)** GET vars + imports removed; `badge-meta` dropped (ticker only); 3 stale `market_review` chips removed; 4 "Parameter tab" empty-state refs + `tab_simulation` placeholder fixed. |
 | F6 | trivial — stale docstrings | ✅ **fixed (review commit `9691776`)** | `providers/base.py` "yf_option_chain.py" → `yf_snapshot.py`; `providers/yf_client.py` listed `core/market/data_context.py` as an importer (B4 removed it); `providers/__init__.py` + `yfinance_provider.py` said `downloader.py` (it is `ingest/ohlcv.py` since B3); §0 ledger planning-row status. | done |
 | F7 | housekeeping | ✅ **done** | (a) `providers/yf_client.py` "one-release" shim has no tracked removal trigger. (b) `market_review_prices` (L5) is still a parallel acquisition path outside the seam. (c) Branch is ahead of `origin/main`, unmerged. | (a) **on `architecture_review.md` §2 watch list** with a grep trigger (still pending — shim importers not yet moved). (b) **resolved in B10** — L5 folded into the seam. (c) B1–B9 merged via PR #10 (`1c9f49e`, 2026-09-11). |
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