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worldquant-alpha-system/frontend/src/pages/AlphaPage.tsx
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import { useCallback, useEffect, useMemo, useRef, useState } from "react";
import {
Banner,
Button,
Checkbox,
CheckboxGroup,
Empty,
Input,
Modal,
Popover,
Pagination,
Select,
Table,
Tabs,
Tag,
TextArea,
Toast,
} from "@douyinfe/semi-ui-19";
import type { ColumnProps } from "@douyinfe/semi-ui-19/lib/es/table/interface";
import {
api,
correlationLabels,
formatNumber,
formatTime,
patch,
post,
queryString,
stateLabels,
stateOptions,
} from "../api";
import type {
Account,
Alpha,
AlphaPage as Page,
Facets,
Submission,
} from "../types";
import { AlphaDetail } from "../components/AlphaDetail";
import { AlphaSyncDialog } from "../components/AlphaSyncDialog";
import type { PageContext, AlphaUIAction as UIAction } from "../ai/types";
import type { UIAction as WorkspaceAction } from "../ai/types";
import { sourceLabel } from "../research/SourceDetails";
const metricLabels = {
sharpe: "Sharpe",
fitness: "Fitness",
returns: "Returns",
turnover: "Turnover",
margin: "Margin",
drawdown: "Drawdown",
};
const initialColumns = [
"name",
"expression",
"region",
"status",
"sharpe",
"fitness",
"turnover",
"correlation",
"research",
"source",
];
const columnLabels: Record<string, string> = {
source: "研究来源",
name: "Alpha",
expression: "表达式",
region: "地区 / Universe",
status: "平台状态",
sharpe: "Sharpe",
fitness: "Fitness",
returns: "Returns",
turnover: "Turnover",
margin: "Margin",
drawdown: "Drawdown",
research: "研究状态",
tags: "本地标签",
language: "语言",
created: "创建时间",
submitted: "提交时间",
correlation: "本地自相关",
};
export function AlphaPage({
account,
taskPanelOpen,
version,
onTask,
onAccount,
active,
overlaySuspended,
chatOffset,
onContext,
action,
onOverlay,
onAction,
}: {
account: Account | null;
taskPanelOpen: boolean;
version: string;
onTask: () => void;
onAccount: () => void;
active: boolean;
overlaySuspended: boolean;
chatOffset: number;
onContext: (context: PageContext) => void;
action: UIAction | null;
onOverlay: () => void;
onAction: (action: WorkspaceAction) => void;
}) {
const [data, setData] = useState<Page>({
items: [],
total: 0,
limit: 25,
offset: 0,
});
const [facets, setFacets] = useState<Facets>({});
const [draft, setDraft] = useState<Record<string, string>>({});
const [filters, setFilters] = useState<Record<string, string>>({});
const [submission, setSubmission] = useState<Submission>("UNSUBMITTED");
const [syncingScope, setSyncingScope] = useState<Submission | null>(null);
const [page, setPage] = useState(1);
const [pageSize, setPageSize] = useState(25);
const [sort, setSort] = useState("date_created");
const [direction, setDirection] = useState("desc");
const [loading, setLoading] = useState(false);
const [error, setError] = useState("");
const [selected, setSelected] = useState<string[]>([]);
const [visibleColumns, setVisibleColumns] = useState<string[]>(() => {
try {
const stored: unknown = JSON.parse(
localStorage.getItem("alpha-columns") || "null",
);
return Array.isArray(stored)
? [
...new Set([
"name",
...stored.filter(
(v): v is string => typeof v === "string" && v in columnLabels,
),
]),
]
: initialColumns;
} catch {
return initialColumns;
}
});
const [detailId, setDetailId] = useState<string | null>(null);
const [importing, setImporting] = useState(false);
const [idText, setIdText] = useState("");
const [busy, setBusy] = useState("");
const [bulkOpen, setBulkOpen] = useState(false);
const [bulkVersions, setBulkVersions] = useState<Record<string, number>>({});
const actionNonce = useRef(0);
const [bulk, setBulk] = useState({
add_tags: "",
remove_tags: "",
state: "",
});
const [localVersion, setLocalVersion] = useState(0);
const tablePanel = useRef<HTMLElement>(null);
const [compact, setCompact] = useState(
() => matchMedia("(max-width: 760px)").matches,
);
useEffect(() => {
const media = matchMedia("(max-width: 760px)");
const change = () => setCompact(media.matches);
media.addEventListener("change", change);
return () => media.removeEventListener("change", change);
}, []);
useEffect(() => {
if (account) {
setPageSize(account.page_size);
setPage(1);
}
}, [account?.page_size]);
const params = useMemo(
() => ({
...filters,
submission,
sort,
direction,
limit: pageSize,
offset: (page - 1) * pageSize,
}),
[filters, submission, sort, direction, pageSize, page],
);
const query = queryString(params);
useEffect(() => {
if (!active) return;
onContext({
page: "alphas",
alpha_id: detailId,
selected_ids: selected,
filters: Object.fromEntries(
Object.entries(params).filter(
([, value]) => value !== "" && value !== undefined && value !== null,
),
),
});
}, [active, detailId, selected, params, onContext]);
useEffect(() => {
if (!action || actionNonce.current === action.nonce) return;
actionNonce.current = action.nonce;
if (action.type === "open_alpha") {
setDetailId(action.alpha_id);
onOverlay();
} else {
const {
sort: nextSort,
direction: nextDirection,
limit: _limit,
offset: _offset,
submission: nextSubmission,
...values
} = action.filters;
const next = Object.fromEntries(
Object.entries(values)
.filter(([, v]) => v !== null && v !== undefined)
.map(([k, v]) => [k, String(v)]),
);
setDraft(next);
setFilters(next);
setPage(1);
setSelected([]);
if (nextSubmission === "SUBMITTED" || nextSubmission === "UNSUBMITTED")
setSubmission(nextSubmission);
if (nextSort) setSort(String(nextSort));
if (nextDirection) setDirection(String(nextDirection));
}
}, [action, onOverlay]);
const refresh = useCallback(() => setLocalVersion((n) => n + 1), []);
useEffect(() => {
if (!active) return;
const controller = new AbortController();
setLoading(true);
setError("");
Promise.all([
api<Page>(`/alphas?${query}`, { signal: controller.signal }),
api<Facets>("/alphas/facets", { signal: controller.signal }),
])
.then(([results, nextFacets]) => {
if (!controller.signal.aborted) {
setData(results);
setFacets(nextFacets);
}
})
.catch((e) => {
if (!controller.signal.aborted) setError(e.message);
})
.finally(() => {
if (!controller.signal.aborted) setLoading(false);
});
return () => controller.abort();
}, [active, query, version, localVersion]);
useEffect(() => {
setSelected([]);
tablePanel.current?.querySelector(".semi-table-body")?.scrollTo({ top: 0 });
}, [query]);
function updateDraft(key: string, value: unknown) {
setDraft((previous) => ({
...previous,
[key]: value === undefined || value === null ? "" : String(value),
}));
}
function applyFilters() {
setFilters({ ...draft });
setPage(1);
}
function clearFilters() {
setDraft({});
setFilters({});
setPage(1);
}
function changeSubmission(value: string) {
setSubmission(value as Submission);
setDraft({});
setFilters({});
setPage(1);
setSelected([]);
setSort(value === "SUBMITTED" ? "date_submitted" : "date_created");
}
async function newTask(kind: string, ids: string[] = []) {
setBusy(kind);
try {
await post("/sync-jobs", {
kind,
alpha_ids: ids,
...(kind === "full_sync" ? { submission: "SUBMITTED" } : {}),
});
setImporting(false);
setIdText("");
onTask();
} catch (e) {
Toast.error((e as Error).message);
} finally {
setBusy("");
}
}
async function bulkSave() {
setBusy("bulk");
const split = (value: string) =>
value
.split(/[,,]/)
.map((t) => t.trim())
.filter(Boolean);
try {
await patch("/alphas/research/bulk", {
alpha_ids: Object.keys(bulkVersions),
versions: bulkVersions,
add_tags: split(bulk.add_tags),
remove_tags: split(bulk.remove_tags),
state: bulk.state || null,
});
setBulkOpen(false);
setBulk({ add_tags: "", remove_tags: "", state: "" });
refresh();
Toast.success("批量研究记录已更新");
} catch (e) {
Toast.error((e as Error).message);
} finally {
setBusy("");
}
}
const columnDefinitions: ColumnProps<Alpha>[] = [
{
key: "name",
title: "Alpha",
dataIndex: "name",
fixed: "left",
width: 190,
render: (_, row) => (
<button
className="alpha-link"
title={`${row!.id} · ${row!.alpha_type ?? ""}`}
onClick={() => {
setDetailId(row!.id);
onOverlay();
}}
>
<span>
{row!.research.favorite && <Tag size="small">收藏</Tag>}
{row!.name || row!.id}
</span>
</button>
),
},
{
key: "expression",
title: "表达式",
width: 260,
render: (_, row) => (
<code className="expression-cell" title={row!.expression_preview}>
{row!.expression_preview || "—"}
</code>
),
},
{
key: "source",
title: "研究来源",
width: 150,
render: (_, row) =>
row!.source_kinds?.map(sourceLabel).join("、") || "暂无本地来源",
},
{
key: "region",
title: "地区 / Universe",
width: 155,
render: (_, row) => (
<div className="stacked-cell">
<span>{row!.region ?? "—"}</span>
<span className="muted"> / {row!.universe ?? "—"}</span>
</div>
),
},
{
key: "status",
title: "平台状态",
width: 150,
render: (_, row) => (
<div className="stacked-cell">
<span>{row!.status ?? "未提供"}</span>
<span className="muted">
{" "}
· {row!.stage ?? "—"}
{row!.hidden ? " · 隐藏" : ""}
</span>
</div>
),
},
...Object.entries(metricLabels).map(
([key, title]): ColumnProps<Alpha> => ({
key,
title,
width: 112,
align: "right",
render: (_, row) => (
<span className="numeric">
{formatNumber(row![key as keyof Alpha], key === "margin" ? 6 : 3)}
</span>
),
}),
),
{
key: "research",
fixed: "right",
title: "研究状态",
width: 115,
render: (_, row) => (
<Tag
color={
row!.research.state === "candidate"
? "green"
: row!.research.state === "optimizing"
? "blue"
: "grey"
}
>
{stateLabels[row!.research.state]}
</Tag>
),
},
{
key: "tags",
title: "本地标签",
width: 180,
render: (_, row) => (
<div className="inline-tags">
{row!.research.tags.map((t) => (
<Tag key={t}>{t}</Tag>
))}
</div>
),
},
{ key: "language", title: "语言", width: 125, dataIndex: "language" },
{
key: "correlation",
title: "本地自相关",
width: 160,
render: (_, row) => {
const value = row!.local_correlation;
return value ? (
<span
title={`计算于 ${formatTime(value.calculated_at, account?.timezone)}`}
>
{value.stale ? "待重算" : correlationLabels[value.status]}
{value.max_correlation !== null &&
` · ${formatNumber(value.max_correlation, 3)}`}
</span>
) : (
<span className="muted">未检测</span>
);
},
},
{
key: "submitted",
title: "提交时间",
width: 165,
render: (_, row) => formatTime(row!.date_submitted, account?.timezone),
},
{
key: "created",
title: "创建时间",
width: 165,
render: (_, row) => formatTime(row!.date_created, account?.timezone),
},
];
const columns = columnDefinitions
.filter((column) => visibleColumns.includes(String(column.key)))
.map((column) => (compact ? { ...column, fixed: undefined } : column));
const activeFilterCount = Object.values(filters).filter(Boolean).length;
const options = (key: string) =>
(Array.isArray(facets[key]) ? (facets[key] as string[]) : []).map(
(value) => ({ value, label: value }),
);
const connected =
account?.connection_status === "connected" ||
account?.connection_status === "expired";
return (
<>
<div className="page-heading">
<div>
<h1>Alpha 管理</h1>
</div>
<div className="inline-actions">
<Button type="tertiary" onClick={() => setImporting(true)}>
导入 Alpha ID
</Button>
<Button
theme="solid"
disabled={!connected}
onClick={() => {
setSyncingScope(submission);
onOverlay();
}}
>
按天同步
</Button>
{submission === "SUBMITTED" && (
<Button
loading={busy === "full_sync"}
disabled={!connected}
onClick={() => void newTask("full_sync")}
>
全量同步已提交
</Button>
)}
</div>
</div>
<div className="library-stats">
<div>
<span>已同步 Alpha</span>
<strong>{Number(facets.total ?? 0).toLocaleString()}</strong>
</div>
<div>
<span>我的收藏</span>
<strong>{Number(facets.favorites ?? 0).toLocaleString()}</strong>
</div>
<div>
<span>覆盖地区</span>
<strong>
{Array.isArray(facets.region) ? facets.region.length : 0}
</strong>
</div>
<div className="last-sync">
<span>最近数据更新</span>
<strong>
{formatTime(
typeof facets.last_sync === "string" ? facets.last_sync : null,
account?.timezone,
)}
</strong>
</div>
</div>
{!connected && (
<Banner
type="info"
description={
<span>
连接 WorldQuant 后即可同步平台数据。
<button className="text-link" onClick={onAccount}>
前往个人信息
</button>
</span>
}
/>
)}
{error && <Banner type="danger" description={error} />}
<section className="library-panel" ref={tablePanel}>
<Tabs
className="alpha-submission-tabs"
activeKey={submission}
onChange={changeSubmission}
tabList={[
{ itemKey: "UNSUBMITTED", tab: "待提交" },
{ itemKey: "SUBMITTED", tab: "已提交" },
]}
/>
<form
className="filter-panel"
onSubmit={(e) => {
e.preventDefault();
applyFilters();
}}
>
<div className="primary-filters">
<Input
aria-label="搜索 Alpha"
placeholder="搜索 ID、名称或表达式"
value={draft.q ?? ""}
onChange={(v) => updateDraft("q", v)}
showClear
/>
<Select
aria-label="地区"
placeholder="全部地区"
showClear
value={draft.region || undefined}
optionList={options("region")}
onChange={(v) => updateDraft("region", v)}
/>
<Select
aria-label="平台状态"
placeholder="全部平台状态"
showClear
value={draft.status || undefined}
optionList={options("status")}
onChange={(v) => updateDraft("status", v)}
/>
<Select
aria-label="研究状态筛选"
placeholder="全部研究状态"
showClear
value={draft.research_state || undefined}
optionList={stateOptions}
onChange={(v) => updateDraft("research_state", v)}
/>
<Button htmlType="submit" theme="solid">
查询
</Button>
<Button type="tertiary" theme="borderless" onClick={clearFilters}>
重置
</Button>
</div>
<details className="advanced-filters">
<summary>
更多筛选{" "}
{activeFilterCount ? `· ${activeFilterCount} 项已应用` : ""}
</summary>
<div className="advanced-grid">
<label>
研究来源
<Select
aria-label="研究来源筛选"
showClear
value={draft.source || undefined}
optionList={options("source").map((option) => ({
...option,
label: sourceLabel(option.value),
}))}
placeholder="全部来源"
onChange={(v) => updateDraft("source", v)}
/>
</label>
<label>
研究编号
<Input
aria-label="研究编号筛选"
value={draft.research_id || ""}
onChange={(v) => updateDraft("research_id", v)}
/>
</label>
{[
["universe", "Universe"],
["alpha_type", "Alpha 类型"],
["language", "语言"],
["stage", "IS / OS"],
].map(([key, label]) => (
<label key={key}>
{label}
<Select
showClear
aria-label={label}
value={draft[key] || undefined}
optionList={options(key)}
placeholder="全部"
onChange={(v) => updateDraft(key, v)}
/>
</label>
))}
<label>
平台隐藏状态
<Select
showClear
value={draft.hidden || undefined}
optionList={[
{ value: "false", label: "可见" },
{ value: "true", label: "隐藏" },
]}
placeholder="全部"
onChange={(v) => updateDraft("hidden", v)}
/>
</label>
<label>
本地标签
<Select
showClear
filter
value={draft.tag || undefined}
optionList={options("tags")}
placeholder="全部标签"
onChange={(v) => updateDraft("tag", v)}
/>
</label>
<label>
创建时间起(UTC)
<Input
type="date"
value={draft.created_from?.slice(0, 10) || ""}
onChange={(v) =>
updateDraft("created_from", v ? `${v}T00:00:00Z` : "")
}
/>
</label>
<label>
创建时间止(UTC)
<Input
type="date"
value={draft.created_to?.slice(0, 10) || ""}
onChange={(v) =>
updateDraft("created_to", v ? `${v}T23:59:59.999999Z` : "")
}
/>
</label>
{Object.entries(metricLabels).map(([key, label]) => (
<label key={key}>
{label}
<div className="range-inputs">
<Input
type="number"
aria-label={`${label} 最小值`}
placeholder="最小值"
value={draft[`${key}_min`] || ""}
onChange={(v) => updateDraft(`${key}_min`, v)}
/>
<span>—</span>
<Input
type="number"
aria-label={`${label} 最大值`}
placeholder="最大值"
value={draft[`${key}_max`] || ""}
onChange={(v) => updateDraft(`${key}_max`, v)}
/>
</div>
</label>
))}
<Checkbox
checked={draft.favorite === "true"}
onChange={(e) =>
updateDraft("favorite", e.target.checked ? "true" : "")
}
>
只看收藏
</Checkbox>
</div>
<p className="muted">
数值筛选使用平台原始值,例如 Turnover 0.15 表示 15%。
</p>
</details>
</form>
<div className="table-toolbar">
<div>
<strong>
{submission === "UNSUBMITTED" ? "待提交" : "已提交"} Alpha
</strong>
<span className="count-pill">{data.total.toLocaleString()}</span>
{selected.length > 0 && (
<span className="selection-text">
已选择 {selected.length} 条
</span>
)}
</div>
<div className="inline-actions">
{selected.length > 0 && (
<>
<Button
type="tertiary"
size="small"
loading={busy === "self_correlation"}
onClick={() => void newTask("self_correlation", selected)}
>
检测自相关
</Button>
<Button
type="tertiary"
size="small"
onClick={() => {
setBulkVersions(
Object.fromEntries(
data.items
.filter((row) => selected.includes(row.id))
.map((row) => [row.id, row.research.version]),
),
);
setBulkOpen(true);
onOverlay();
}}
>
批量编辑
</Button>
<Button
type="tertiary"
size="small"
disabled={!connected}
loading={busy === "alpha_refresh"}
onClick={() => void newTask("alpha_refresh", selected)}
>
刷新选中
</Button>
</>
)}
<Select
aria-label="排序字段"
size="small"
value={sort}
optionList={[
{ value: "date_created", label: "创建时间" },
{ value: "date_submitted", label: "提交时间" },
{ value: "synced_at", label: "同步时间" },
...Object.entries(metricLabels).map(([value, label]) => ({
value,
label,
})),
{ value: "name", label: "名称" },
]}
onChange={(v) => {
setSort(String(v));
setPage(1);
}}
/>
<Select
aria-label="排序方向"
size="small"
value={direction}
optionList={[
{ value: "desc", label: "降序" },
{ value: "asc", label: "升序" },
]}
onChange={(v) => {
setDirection(String(v));
setPage(1);
}}
/>
<a href={`/api/v1/alphas/export?${query}`}>
<Button type="tertiary" size="small">
导出
</Button>
</a>
<Popover
trigger="click"
position="bottomRight"
content={
<div className="columns-picker">
<strong>显示列</strong>
<CheckboxGroup
direction="vertical"
value={visibleColumns}
options={Object.entries(columnLabels).map(
([value, label]) => ({
value,
label,
disabled: value === "name",
}),
)}
onChange={(values) => {
const next = values.map(String);
setVisibleColumns(next);
localStorage.setItem(
"alpha-columns",
JSON.stringify(next),
);
}}
/>
</div>
}
>
<Button type="tertiary" aria-label="显示列设置" size="small">
列设置
</Button>
</Popover>
</div>
</div>
<Table<Alpha>
columns={columns}
dataSource={data.items}
rowKey="id"
loading={loading}
className="alpha-table"
size="small"
scroll={{
y: "100%",
x: columns.reduce((sum, c) => sum + Number(c.width || 120), 0) + 60,
}}
rowSelection={{
selectedRowKeys: selected,
onChange: (keys) => setSelected((keys ?? []).map(String)),
fixed: !compact,
}}
pagination={false}
empty={
<Empty
className="alpha-empty"
title={
activeFilterCount
? "没有符合条件的 Alpha"
: "从第一个 Alpha 开始"
}
description={
activeFilterCount
? "调整筛选条件,探索更多信号。"
: "连接 WorldQuant 并同步数据,或通过 Alpha ID 导入已有研究。"
}
/>
}
/>
<footer className="table-pagination" aria-label="Alpha 分页">
<span className="muted">共 {data.total.toLocaleString()} 条</span>
<Pagination
size={compact ? "small" : "default"}
currentPage={page}
pageSize={pageSize}
total={data.total}
showSizeChanger
pageSizeOpts={[25, 50, 100]}
preventPageChangeOnPageSizeChange
onPageChange={setPage}
onPageSizeChange={(size) => {
setPageSize(size);
setPage(1);
}}
/>
</footer>
</section>
<Modal
title="导入 Alpha ID"
visible={importing && !overlaySuspended}
onCancel={() => setImporting(false)}
confirmLoading={busy === "alpha_refresh"}
okText="开始导入"
onOk={() => {
const ids = [...new Set(idText.split(/[\s,,]+/).filter(Boolean))];
if (!ids.length || ids.length > 100) {
Toast.warning("每次请输入 1–100 个 Alpha ID");
return;
}
void newTask("alpha_refresh", ids);
}}
>
<p>
读取指定 Alpha 的平台详情。每次最多 100 个,使用空格、逗号或换行分隔。
</p>
<TextArea
aria-label="Alpha IDs"
value={idText}
onChange={setIdText}
rows={6}
placeholder="例如:aB12cD34"
/>
</Modal>
<Modal
title={`批量编辑 ${Object.keys(bulkVersions).length} 条研究记录`}
visible={bulkOpen && !overlaySuspended}
onCancel={() => setBulkOpen(false)}
confirmLoading={busy === "bulk"}
onOk={() => void bulkSave()}
okText="保存修改"
>
<label>
添加标签
<Input
aria-label="批量添加标签"
placeholder="用逗号分隔"
value={bulk.add_tags}
onChange={(add_tags) => setBulk({ ...bulk, add_tags })}
/>
</label>
<label>
移除标签
<Input
aria-label="批量移除标签"
value={bulk.remove_tags}
onChange={(remove_tags) => setBulk({ ...bulk, remove_tags })}
/>
</label>
<label>
研究状态
<Select
showClear
placeholder="保持现有状态"
value={bulk.state || undefined}
optionList={stateOptions}
onChange={(state) =>
setBulk({ ...bulk, state: state ? String(state) : "" })
}
/>
</label>
</Modal>
{syncingScope && (
<AlphaSyncDialog
submission={syncingScope}
suspended={overlaySuspended}
onClose={() => setSyncingScope(null)}
onTask={onTask}
/>
)}
<AlphaDetail
onAction={onAction}
suspended={overlaySuspended}
chatOffset={chatOffset}
taskPanelOpen={taskPanelOpen}
id={detailId}
version={`${version}:${localVersion}`}
timezone={account?.timezone}
onClose={() => setDetailId(null)}
onSaved={refresh}
onTask={onTask}
/>
</>
);
}