worldquant-alpha-system/frontend/tests/settings.spec.ts

import { expect, test, type Page } from "@playwright/test";
import { initialSettings } from "../src/backtests/types";
import {
  changeScope,
  fieldOptions,
  settingsErrors,
  type SettingsRow,
} from "../src/settings/model";
const headers = { "X-WQ-Request": "1" };
async function login(page: Page) {
  await page.goto("/#backtests");
  await page.getByLabel("密码", { exact: true }).fill("browser-test-password");
  await page.getByRole("button", { name: "进入工作空间" }).click();
  await expect(page.getByRole("button", { name: "新建回测" })).toBeVisible();
  await page.request.put("/api/v1/account/credentials", {
    headers,
    data: { email: "test@example.com", password: "synthetic-password" },
  });
  await page.request.post("/api/v1/account/connect", { headers });
  await expect
    .poll(
      async () =>
        (await (await page.request.get("/api/v1/account")).json())
          .connection_status,
    )
    .toBe("connected");
}
async function select(page: Page, name: string, option: string) {
  const control = page.getByRole("combobox", { name, exact: true });
  await control.click();
  const popup = page.locator(
    `[id="${await control.getAttribute("aria-controls")}"]`,
  );
  await popup
    .getByRole("option")
    .filter({ hasText: new RegExp(`^${option}$`) })
    .click();
  await expect(control).toContainText(option);
  await expect(popup).not.toBeVisible();
}
async function openEditor(page: Page) {
  await page.getByRole("button", { name: "新建回测", exact: true }).click();
  await page.getByRole("button", { name: "同步合法设置", exact: true }).click();
  await page.getByRole("button", { name: "选择组合", exact: true }).click();
  await select(page, "Region", "USA");
  await select(page, "Universe", "TOP3000");
  await page.getByRole("button", { name: "应用组合", exact: true }).click();
}
test("scope changes are transactional and explicit parameters reach the preview unchanged", async ({
  page,
}) => {
  const errors: string[] = [];
  page.on("pageerror", (error) => errors.push(error.message));
  await login(page);
  await openEditor(page);
  const picker = page.getByRole("region", { name: "组合选择", exact: true });
  await expect(picker).toContainText("EQUITY / USA / TOP3000 / Delay 1");
  await page.getByRole("button", { name: "更改组合", exact: true }).click();
  await select(page, "Region", "CHN");
  await expect(picker).toContainText("TOP2000U");
  await picker.getByRole("button", { name: "取消", exact: true }).click();
  await expect(picker).toContainText("EQUITY / USA / TOP3000 / Delay 1");
  await page.getByRole("button", { name: "更改组合", exact: true }).click();
  await expect(
    page.getByRole("combobox", { name: "Region", exact: true }),
  ).toContainText("USA");
  await select(page, "Region", "CHN");
  await expect(
    page.getByRole("combobox", { name: "Region", exact: true }),
  ).toContainText("CHN");
  await page.getByRole("button", { name: "应用组合", exact: true }).click();
  await expect(picker).toContainText("EQUITY / CHN / TOP2000U / Delay 1");
  await select(page, "Neutralization", "NONE");
  await page.getByLabel("Decay", { exact: true }).fill("12");
  await page.getByText("更多参数", { exact: true }).click();
  await select(page, "NaN Handling", "ON");
  await select(page, "Max Position", "ON");
  await select(page, "Visualization", "是");
  await expect(page.getByLabel("其他参数", { exact: true })).toHaveCount(0);
  await page.getByLabel("运行名称", { exact: true }).fill("组合参数一致性");
  await page.getByLabel("回测候选").fill("rank(close)");
  for (const width of [1440, 900, 390]) {
    await page.setViewportSize({ width, height: 1000 });
    const bounds = await page
      .locator(".simulation-settings .settings-field:visible")
      .evaluateAll((nodes) =>
        nodes.map((node) => {
          const r = node.getBoundingClientRect();
          return { left: r.left, right: r.right, width: r.width };
        }),
      );
    expect(
      bounds.every((r) => r.left >= 0 && r.right <= width + 1 && r.width > 80),
    ).toBeTruthy();
    await page.screenshot({
      path: `../output/playwright/shared-settings-${width}.png`,
    });
  }
  await page.setViewportSize({ width: 1440, height: 1000 });
  const response = page.waitForResponse(
    (r) =>
      r.url().endsWith("/backtests/previews") &&
      r.request().method() === "POST",
  );
  await page.getByRole("button", { name: "预览回测", exact: true }).click();
  const preview = await (await response).json();
  expect(preview.items[0].settings).toMatchObject({
    region: "CHN",
    universe: "TOP2000U",
    neutralization: "NONE",
    decay: 12,
    nanHandling: "ON",
    maxPosition: "ON",
    visualization: true,
  });
  expect(errors).toEqual([]);
});
test("metadata failure retries and invalid imported settings stay visible without submission", async ({
  page,
}) => {
  await login(page);
  await page.getByRole("button", { name: "新建回测", exact: true }).click();
  await page.route("**/catalog/setting-options/refresh", (route) =>
    route.fulfill({ status: 502, json: { detail: "模拟选项同步失败" } }),
  );
  await page.getByRole("button", { name: "同步合法设置", exact: true }).click();
  await expect(page.getByText(/模拟选项同步失败/)).toBeVisible();
  await expect(
    page.getByRole("button", { name: "预览回测", exact: true }),
  ).toBeDisabled();
  await page.unroute("**/catalog/setting-options/refresh");
  await page.getByRole("button", { name: "同步合法设置", exact: true }).click();
  await expect(page.getByText(/模拟选项同步失败/)).toHaveCount(0);
  await page.getByText("每行一条表达式，共用参数", { exact: true }).click();
  await page
    .getByRole("option")
    .filter({ hasText: "结构化候选 JSON，逐项完整参数" })
    .click();
  const text = JSON.stringify([
    {
      client_item_id: "old",
      expression: "rank(close)",
      settings: {
        ...initialSettings,
        region: "USA",
        universe: "TOP3000",
        neutralization: "REMOVED_VALUE",
      },
    },
  ]);
  await page.getByLabel("回测候选").fill(text);
  let submits = 0;
  page.on("request", (request) => {
    if (
      request.url().endsWith("/backtests/previews") &&
      request.method() === "POST"
    )
      submits++;
  });
  await page.getByRole("button", { name: "预览回测", exact: true }).click();
  await expect(page.getByText(/REMOVED_VALUE 不可用/)).toBeVisible();
  await expect(page.getByLabel("回测候选")).toHaveValue(text);
  expect(submits).toBe(0);
});
test("scope invalidation and platform restrictions preserve types and reject incompatible fixed inputs", () => {
  const scope = {
    instrument_type: "EQUITY",
    region: "USA",
    delay: 1,
    universe: "TOP3000",
  };
  const options = [
    { ...scope, universes: ["TOP3000"] },
    { ...scope, region: "CHN", universes: ["TOP2000U", "TOP500"] },
  ];
  expect(changeScope(options, scope, "region", "CHN")).toEqual({
    ...scope,
    region: "CHN",
    universe: undefined,
  });
  const row: SettingsRow = {
    ...scope,
    neutralizations: ["NONE"],
    fields: {
      visualization: { choices: [false] },
      decay: { minimum: -10, maximum: 20000 },
    },
  };
  expect(fieldOptions(row, "decay")).toEqual({ minimum: 0, maximum: 10000 });
  expect(fieldOptions(row, "visualization").choices).toEqual([false]);
  expect(
    fieldOptions(
      { ...row, fields: { decay: { choices: [-1, 0, 1.5, 10, 20000] } } },
      "decay",
    ).choices,
  ).toEqual([0, 10]);
  expect(
    settingsErrors(
      {
        ...initialSettings,
        region: "USA",
        universe: "TOP3000",
        neutralization: "NONE",
      },
      [row],
      [scope],
    ),
  ).toEqual([]);
  const errors = settingsErrors(
    {
      ...initialSettings,
      region: "USA",
      universe: "TOP3000",
      decay: 0.5,
      visualization: "false" as unknown as boolean,
    },
    [row],
    [{ ...scope, region: "CHN" }],
  );
  expect(errors.join(" ")).toContain("相同组合");
  expect(errors.join(" ")).toContain("INDUSTRY 不可用");
  expect(errors.join(" ")).toContain("整数");
  expect(errors.join(" ")).toContain("Visualization");
});

test("new preparation edits its scope inline and cancels without changing the collection", async ({
  page,
}) => {
  await login(page);
  await page
    .getByRole("navigation", { name: "主导航" })
    .getByRole("button", { name: "数据准备", exact: true })
    .click();
  await page.getByRole("button", { name: "新建集合", exact: true }).click();
  const dialog = page.getByRole("dialog", {
    name: "新建数据准备集合",
    exact: true,
  });
  const picker = dialog.getByRole("region", { name: "组合选择", exact: true });
  await picker.getByRole("button", { name: "更改组合" }).click();
  await select(page, "Region", "CHN");
  await expect(dialog).toBeVisible();
  await expect(page.getByRole("dialog")).toHaveCount(1);
  await picker.getByRole("button", { name: "取消", exact: true }).click();
  await expect(picker).toContainText("EQUITY / USA / TOP3000 / Delay 1");
  await picker.getByRole("button", { name: "更改组合" }).click();
  await select(page, "Region", "CHN");
  await page.screenshot({
    path: "../output/playwright/preparation-scope-picker.png",
  });
  await picker.getByRole("button", { name: "应用组合", exact: true }).click();
  await expect(picker).toContainText("EQUITY / CHN / TOP2000U / Delay 1");
  await dialog.getByLabel("集合名称", { exact: true }).fill("组合组件新建验收");
  const response = page.waitForResponse(
    (r) =>
      r.url().endsWith("/data-preparations") && r.request().method() === "POST",
  );
  await dialog.getByRole("button", { name: "confirm", exact: true }).click();
  expect((await (await response).json()).scope).toMatchObject({
    region: "CHN",
    universe: "TOP2000U",
    delay: 1,
  });
});