Simplify template candidate confirmation and direct batch backtesting

frontend/src/research/CandidateTable.tsx

@@ -0,0 +1,93 @@
+import { useState } from "react";
+import { Pagination } from "@douyinfe/semi-ui-19";
+import { WorkspaceTable } from "../components/WorkspaceTable";
+import type { ResearchCandidate } from "./workspaceTypes";
+
+/** Selection spans pages; eligibility is supplied by the producing workflow. */
+export function CandidateTable({
+  candidates,
+  selected,
+  onSelectionChange,
+  disabled = false,
+  requireValidation = false,
+}: {
+  candidates: ResearchCandidate[];
+  selected: string[];
+  onSelectionChange: (ids: string[]) => void;
+  disabled?: boolean;
+  requireValidation?: boolean;
+}) {
+  const [page, setPage] = useState(1);
+  const [pageSize, setPageSize] = useState(25);
+  return (
+    <>
+      <WorkspaceTable<ResearchCandidate>
+        dataSource={candidates.slice((page - 1) * pageSize, page * pageSize)}
+        className="research-candidate-table"
+        rowKey="client_item_id"
+        scroll={{ x: 1120, y: 400 }}
+        empty="暂无候选表达式。"
+        rowSelection={{
+          width: 48,
+          disabled,
+          selectedRowKeys: selected,
+          onChange: (keys) => onSelectionChange((keys ?? []).map(String)),
+          getCheckboxProps: (candidate) => ({
+            disabled:
+              disabled ||
+              (requireValidation && candidate.validation?.status !== "valid"),
+            "aria-label": `选择候选 ${candidate.client_item_id}`,
+            title: requireValidation
+              ? [
+                  ...(candidate.validation?.syntax ?? []),
+                  ...(candidate.validation?.types ?? []),
+                  ...(candidate.validation?.availability ?? []),
+                ].join("；")
+              : undefined,
+          }),
+        }}
+        columns={[
+          {
+            title: "表达式",
+            dataIndex: "expression",
+            width: 420,
+            render: (value) => <code title={value}>{value}</code>,
+          },
+          ...(
+            [
+              ["neutralization", "Neutralization", 170],
+              ["decay", "Decay", 90],
+              ["truncation", "Truncation", 120],
+              ["maxTrade", "Max Trade", 120],
+              ["nanHandling", "NaN Handling", 150],
+            ] as const
+          ).map(([key, title, width]) => ({
+            key,
+            title,
+            width,
+            render: (_: unknown, candidate: ResearchCandidate) =>
+              candidate.settings[key],
+          })),
+        ]}
+      />
+      <div className="table-pagination workspace-table-footer">
+        <span>
+          共 {candidates.length} 个候选 · 已选 {selected.length} 个
+        </span>
+        <Pagination
+          currentPage={page}
+          pageSize={pageSize}
+          total={candidates.length}
+          showSizeChanger
+          pageSizeOpts={[25, 50, 100]}
+          preventPageChangeOnPageSizeChange
+          onPageChange={setPage}
+          onPageSizeChange={(size) => {
+            setPageSize(size);
+            setPage(1);
+          }}
+        />
+      </div>
+    </>
+  );
+}

frontend/src/research/ExperimentView.tsx

@@ -1,19 +1,12 @@
 import { useState } from "react";
-import {
-  Banner,
-  Button,
-  Checkbox,
-  Table,
-  Tag,
-  Toast,
-} from "@douyinfe/semi-ui-19";
+import { Banner, Button, Toast } from "@douyinfe/semi-ui-19";
 import { post, formatTime } from "../api";
 import type { UIAction } from "../ai/types";
 import type { Experiment } from "./workspaceTypes";
 import { EvaluationPanel } from "./EvaluationPanel";
 import { LineagePanel } from "./LineagePanel";
 import { ResearchSelect } from "./ResearchSelect";
-import { validationLabel } from "./workspaceTypes";
+import { CandidateTable } from "./CandidateTable";
 import { DeleteResearchButton } from "./DeleteResearchButton";
 
 export function ExperimentView({
@@ -33,7 +26,7 @@ export function ExperimentView({
   const [runId, setRunId] = useState(experiment.backtest_run_ids[0]);
   const [busy, setBusy] = useState(false);
   const valid = experiment.candidates.filter(
-    (c) => c.validation.status === "valid",
+    (c) => c.validation?.status === "valid",
   );
   async function preview() {
     setBusy(true);
@@ -72,7 +65,10 @@ export function ExperimentView({
           生成回测确认预览{selected.length ? `（${selected.length}）` : ""}
         </Button>
       </div>
-      <p>{experiment.hypothesis}</p>
+      <details>
+        <summary>研究描述</summary>
+        <p>{experiment.hypothesis}</p>
+      </details>
       {experiment.archived ? (
         <Banner
           type="info"
@@ -92,175 +88,12 @@ export function ExperimentView({
         type="info"
         description="候选已保存为不可变研究记录。本地校验不保证平台可执行；在回测预览中确认后才开始模拟。"
       />
-      <div className="research-table-scroll">
-        <Table<Experiment["candidates"][number]>
-          className="research-table"
-          dataSource={experiment.candidates}
-          rowKey="client_item_id"
-          pagination={false}
-          size="small"
-          style={{ minWidth: 840 }}
-          empty="暂无候选表达式。"
-          columns={[
-            {
-              title: "选择",
-              key: "selection",
-              width: 64,
-              render: (_, candidate) => (
-                <Checkbox
-                  aria-label={`选择候选 ${candidate.client_item_id}`}
-                  disabled={candidate.validation.status !== "valid"}
-                  checked={selected.includes(candidate.client_item_id)}
-                  onChange={(event) =>
-                    setSelected((old) =>
-                      event.target.checked
-                        ? [...old, candidate.client_item_id]
-                        : old.filter((id) => id !== candidate.client_item_id),
-                    )
-                  }
-                />
-              ),
-            },
-            {
-              title: "候选表达式",
-              key: "expression",
-              render: (_, candidate) => (
-                <>
-                  <code>{candidate.expression}</code>
-                  <details>
-                    <summary>绑定与改动</summary>
-                    <pre>
-                      {JSON.stringify(
-                        {
-                          bindings: candidate.bindings,
-                          changes: candidate.changes,
-                        },
-                        null,
-                        2,
-                      )}
-                    </pre>
-                  </details>
-                </>
-              ),
-            },
-            {
-              title: "市场与设置",
-              key: "settings",
-              width: 240,
-              render: (_, candidate) => (
-                <>
-                  {candidate.settings.region} / {candidate.settings.universe} /
-                  D{candidate.settings.delay}
-                  <br />
-                  {candidate.settings.neutralization} · decay{" "}
-                  {candidate.settings.decay}
-                </>
-              ),
-            },
-            {
-              title: "校验",
-              key: "validation",
-              width: 180,
-              render: (_, candidate) => (
-                <>
-                  <Tag
-                    color={
-                      candidate.validation.status === "valid"
-                        ? "green"
-                        : "orange"
-                    }
-                  >
-                    {validationLabel[candidate.validation.status]}
-                  </Tag>
-                  {(["syntax", "types", "availability"] as const).map((key) =>
-                    candidate.validation[key].map((issue, index) => (
-                      <p key={`${key}-${index}`}>
-                        {
-                          {
-                            syntax: "语法",
-                            types: "类型",
-                            availability: "可用性",
-                          }[key]
-                        }
-                        ：{issue}
-                      </p>
-                    )),
-                  )}
-                </>
-              ),
-            },
-          ]}
-        />
-      </div>
-      <div className="research-lineage">
-        <strong>研究来源</strong>
-        <span>实验 {experiment.id}</span>
-        {experiment.evidence.template?.id && (
-          <Button
-            theme="borderless"
-            onClick={() =>
-              onAction({
-                type: "open_template",
-                asset_id: experiment.evidence.template!.id,
-                version: experiment.evidence.template!.version,
-                nonce: Date.now(),
-              })
-            }
-          >
-            模板 v{experiment.evidence.template.version}
-          </Button>
-        )}
-        {experiment.inputs.map((input) => (
-          <Button
-            key={input.id}
-            theme="borderless"
-            onClick={() =>
-              onAction({
-                type: "open_research_input",
-                input_id: input.id,
-                nonce: Date.now(),
-              })
-            }
-          >
-            {input.name} · {input.scope.region}/{input.scope.universe}/D
-            {input.scope.delay}
-          </Button>
-        ))}
-        {experiment.parents.map((parent) => (
-          <Button
-            key={`${parent.kind}:${parent.id}`}
-            theme="borderless"
-            onClick={() =>
-              onAction(
-                parent.kind === "alpha"
-                  ? {
-                      type: "open_alpha",
-                      alpha_id: parent.id,
-                      nonce: Date.now(),
-                    }
-                  : {
-                      type: "open_experiment",
-                      experiment_id: parent.id,
-                      nonce: Date.now(),
-                    },
-              )
-            }
-          >
-            父来源：{parent.id}
-          </Button>
-        ))}
-        {experiment.backtest_run_ids.map((id) => (
-          <Button
-            key={id}
-            theme="borderless"
-            onClick={() =>
-              onAction({ type: "open_backtest", run_id: id, nonce: Date.now() })
-            }
-          >
-            查看关联回测
-          </Button>
-        ))}
-      </div>
+      <CandidateTable
+        candidates={experiment.candidates}
+        selected={selected}
+        onSelectionChange={setSelected}
+        requireValidation
+      />
       <div className="inline-actions">
         <Button onClick={() => setAssessment((v) => !v)}>评估研究结果</Button>
         <Button onClick={() => setRelations((v) => !v)}>查看变体关系</Button>

frontend/src/research/ResearchWorkspace.tsx

@@ -33,6 +33,7 @@ import {
 } from "./workspaceTypes";
 import { TemplateEditor } from "./TemplateEditor";
 import { ExperimentView } from "./ExperimentView";
+import { TemplateCandidateSet } from "./TemplateCandidateSet";
 import { DeleteResearchButton } from "./DeleteResearchButton";
 import { ComparisonPanel } from "./ComparisonPanel";
 import "./workspace.css";
@@ -83,9 +84,27 @@ export function ResearchWorkspace({
   const [assetTotal, setAssetTotal] = useState(0);
   const [historyTotal, setHistoryTotal] = useState(0);
   const refreshSequence = useRef(0);
+  const CandidateView =
+    experiment?.kind === "template" ? TemplateCandidateSet : ExperimentView;
   const selectedInputs = inputs.filter((input) => inputIds.includes(input.id));
   const dirty =
     !asset || JSON.stringify(template) !== JSON.stringify(asset.content);
+  const generationKey = JSON.stringify([
+    asset?.id,
+    asset?.version,
+    template,
+    inputIds,
+    inputs,
+    settings,
+    mode,
+    limit,
+    seed,
+  ]);
+  const currentGeneration = useRef(generationKey);
+  currentGeneration.current = generationKey;
+  useEffect(() => {
+    if (page === "templates" && detailMode === "editor") setExperiment(null);
+  }, [page, template, inputIds, inputs, settings, mode, limit, seed]);
   async function task(label: string, action: () => Promise<void>) {
     setBusy(label);
     setError("");
@@ -99,13 +118,12 @@ export function ResearchWorkspace({
   }
   async function refresh() {
     const sequence = ++refreshSequence.current;
-    const [nextAssets, nextInputs, nextHistory] = await Promise.all([
+    const [nextAssets, nextHistory] = await Promise.all([
       api<{ items: Asset[]; total: number }>(
         `/research/assets?kind=template&limit=25&offset=${assetPage * 25}&q=${encodeURIComponent(search)}`,
       ),
-      Promise.resolve({ items: inputs }),
       api<{ items: typeof history; total: number }>(
-        `/research/experiments?limit=25&offset=${historyPage * 25}`,
+        `/research/experiments?kind=${page === "templates" ? "template" : "variant"}&limit=25&offset=${historyPage * 25}`,
       ),
     ]);
     if (sequence !== refreshSequence.current) return;
@@ -118,7 +136,6 @@ export function ResearchWorkspace({
       Math.min(current, Math.max(0, Math.ceil(nextHistory.total / 25) - 1)),
     );
     setAssets(nextAssets.items);
-    setInputs(nextInputs.items);
     setHistory(nextHistory.items);
   }
   useEffect(() => {
@@ -261,6 +278,9 @@ export function ResearchWorkspace({
       seed,
       parent_alpha_ids: parent ? parent.split(/[,，\s]+/).filter(Boolean) : [],
     });
+    if (page === "templates" && currentGeneration.current !== generationKey) {
+      throw new Error("回测准备已改变，请按当前配置重新生成候选集合");
+    }
     setExperiment(next);
     setDetailTab("prepare");
     await refresh();
@@ -527,7 +547,7 @@ export function ResearchWorkspace({
         {error && <Banner type="danger" description={error} />}
         {detailMode === "experiment" ? (
           experiment && (
-            <ExperimentView
+            <CandidateView
               key={experiment.id}
               experiment={experiment}
               onAction={onAction}
@@ -552,7 +572,7 @@ export function ResearchWorkspace({
                 onChange={setDetailTab}
                 tabPaneMotion={false}
                 tabList={[
-                  { itemKey: "editor", tab: "模板信息编辑" },
+                  { itemKey: "editor", tab: "模板详情" },
                   { itemKey: "prepare", tab: "回测准备" },
                 ]}
               />
@@ -807,7 +827,7 @@ export function ResearchWorkspace({
                         {dirty && (
                           <Banner
                             type="warning"
-                            description="请返回模板信息编辑，保存模板版本后再生成候选。"
+                            description="请返回模板详情，保存模板版本后再生成候选。"
                           />
                         )}
                       </>
@@ -845,6 +865,9 @@ export function ResearchWorkspace({
                       </label>
                     </div>
                     <SimulationSettingsEditor
+                      validationMode={
+                        page === "templates" ? "combination" : "platform"
+                      }
                       value={settings}
                       onChange={setSettings}
                       {...options}
@@ -911,7 +934,7 @@ export function ResearchWorkspace({
             )}
             <div hidden={page === "templates" && detailTab !== "prepare"}>
               {experiment && (
-                <ExperimentView
+                <CandidateView
                   key={experiment.id}
                   experiment={experiment}
                   onAction={onAction}

frontend/src/research/TemplateCandidateSet.tsx

@@ -0,0 +1,106 @@
+import { useRef, useState } from "react";
+import { Banner, Button, Toast } from "@douyinfe/semi-ui-19";
+import { post } from "../api";
+import type { UIAction } from "../ai/types";
+import { CandidateTable } from "./CandidateTable";
+import { DeleteResearchButton } from "./DeleteResearchButton";
+import type { Experiment } from "./workspaceTypes";
+
+/** The generated collection is the confirmation surface for a template backtest. */
+export function TemplateCandidateSet({
+  experiment,
+  onAction,
+  onDelete,
+  deleting,
+}: {
+  experiment: Experiment;
+  onAction: (action: UIAction) => void;
+  onDelete?: () => Promise<void>;
+  deleting?: boolean;
+}) {
+  const [selected, setSelected] = useState(() =>
+    experiment.candidates.map((c) => c.client_item_id),
+  );
+  const [busy, setBusy] = useState(false);
+  const [runs, setRuns] = useState(experiment.backtest_run_ids);
+  const attempt = useRef<{ selection: string; key: string } | null>(null);
+  const pending = useRef(false);
+  async function backtest() {
+    if (pending.current || !selected.length) return;
+    pending.current = true;
+    setBusy(true);
+    // Retain the same request key after network failure: retry must not create a second run.
+    const selection = JSON.stringify([...selected].sort());
+    if (attempt.current?.selection !== selection) {
+      attempt.current = { selection, key: crypto.randomUUID() };
+    }
+    try {
+      const result = await post<{ backtest_run_id: string }>(
+        `/research/experiments/${experiment.id}/backtest`,
+        {
+          candidate_ids: selected,
+          idempotency_key: attempt.current.key,
+        },
+      );
+      setRuns((old) => [...new Set([...old, result.backtest_run_id])]);
+      onAction({
+        type: "open_backtest",
+        run_id: result.backtest_run_id,
+        nonce: Date.now(),
+      });
+    } catch (error) {
+      Toast.error((error as Error).message);
+    } finally {
+      pending.current = false;
+      setBusy(false);
+    }
+  }
+  return (
+    <section className="research-card" aria-label="回测候选集合">
+      <h3>回测候选集合</h3>
+      <details>
+        <summary>研究描述</summary>
+        <p>{experiment.hypothesis}</p>
+      </details>
+      {experiment.archived && (
+        <Banner type="info" description="此候选集合已删除，保留历史关联。" />
+      )}
+      <p>确认表达式和参数后，点击“回测”将所选候选交给回测研究批量执行。</p>
+      <CandidateTable
+        candidates={experiment.candidates}
+        selected={selected}
+        onSelectionChange={setSelected}
+        disabled={busy || deleting || experiment.archived}
+      />
+      <div className="research-toolbar">
+        <Button
+          theme="solid"
+          disabled={!selected.length || deleting || experiment.archived}
+          loading={busy}
+          onClick={() => void backtest()}
+        >
+          回测（{selected.length}）
+        </Button>
+        {onDelete && !experiment.archived && (
+          <DeleteResearchButton
+            name={experiment.name}
+            label="候选集合"
+            disabled={busy || deleting}
+            onConfirm={onDelete}
+          />
+        )}
+        {runs.map((id, index) => (
+          <Button
+            key={id}
+            theme="borderless"
+            onClick={() =>
+              onAction({ type: "open_backtest", run_id: id, nonce: Date.now() })
+            }
+          >
+            关联回测 {index + 1}
+          </Button>
+        ))}
+      </div>
+    </section>
+  );
+}

frontend/src/research/workspace.css

@@ -395,3 +395,11 @@
     padding-top: 12px;
   }
 }
+
+.research-card .research-candidate-table .semi-checkbox {
+  margin: 0;
+  flex-direction: row;
+}
+.research-candidate-table .workspace-cell code {
+  white-space: nowrap;
+}

frontend/src/research/workspaceTypes.ts

@@ -55,7 +55,7 @@ export type InputSnapshot = {
   created_at: string;
 };
 export type ResearchCandidate = Candidate & {
-  validation: {
+  validation?: {
     status: string;
     syntax: string[];
     types: string[];

frontend/src/settings/SimulationSettingsEditor.tsx

@@ -28,7 +28,9 @@ export function SimulationSettingsEditor({
   fixedScopes,
   disabled = false,
   onValidityChange,
+  validationMode = "platform",
 }: {
+  validationMode?: "platform" | "combination";
   alphaType?: "REGULAR" | "SUPER";
   value: SimulationSettings;
   onChange: (value: SimulationSettings) => void;
@@ -43,18 +45,36 @@ export function SimulationSettingsEditor({
 }) {
   const scope = settingsScope(value);
   const row = rows.find((r) => sameScope(r, scope));
-  const errors = settingsErrors(value, rows, fixedScopes);
+  const combinationOnly = validationMode === "combination";
+  const errors = combinationOnly
+    ? !fixedScopes?.length || fixedScopes.some((s) => !sameScope(s, scope))
+      ? ["所选数据准备必须具有相同组合，并与回测组合一致"]
+      : []
+    : settingsErrors(value, rows, fixedScopes);
   const [scopeReady, setScopeReady] = useState(false);
-  const valid =
-    !loading &&
-    !error &&
-    !errors.length &&
-    (fixedScopes !== undefined || scopeReady);
+  const valid = combinationOnly
+    ? !errors.length
+    : !loading &&
+      !error &&
+      !errors.length &&
+      (fixedScopes !== undefined || scopeReady);
   useEffect(() => {
     onValidityChange?.(valid);
   }, [valid, onValidityChange]);
   function field(key: string) {
-    const options = fieldOptions(row, key);
+    const options = combinationOnly
+      ? key === "neutralization"
+        ? {
+            choices: [
+              ...new Set([
+                value.neutralization,
+                ...(row?.neutralizations ??
+                  rows.flatMap((r) => r.neutralizations)),
+              ]),
+            ],
+          }
+        : fieldOptions(undefined, key)
+      : fieldOptions(row, key);
     const current =
       value[key as keyof SimulationSettings] ??
       (key === "maxPosition" ? "OFF" : undefined);
@@ -71,7 +91,7 @@ export function SimulationSettingsEditor({
             value={typeof current === "boolean" ? String(current) : current}
             disabled={
               disabled ||
-              loading ||
+              (loading && !combinationOnly) ||
               !options.choices.length ||
               (options.choices.length === 1 && !message)
             }
@@ -97,7 +117,7 @@ export function SimulationSettingsEditor({
                 ? current
                 : undefined
             }
-            disabled={disabled || loading}
+            disabled={disabled || (loading && !combinationOnly)}
             min={options.minimum}
             max={options.maximum}
             precision={
@@ -129,16 +149,30 @@ export function SimulationSettingsEditor({
         选项更新时间：{formatTime(fetchedAt ?? null)}
       </small>
       {error && (
-        <Banner type="warning" description={`${error}；请重试同步合法设置`} />
+        <Banner
+          type="warning"
+          description={
+            combinationOnly
+              ? "参数选项暂不可用，可使用当前参数继续生成候选。"
+              : `${error}；请重试同步合法设置`
+          }
+        />
       )}
       {!loading && !rows.length && !error && (
-        <Banner type="info" description="尚无参数选项，请先同步合法设置。" />
+        <Banner
+          type="info"
+          description={
+            combinationOnly
+              ? "可同步参数选项辅助选择，当前参数仍可用于生成候选。"
+              : "尚无参数选项，请先同步合法设置。"
+          }
+        />
       )}
       <ScopePicker
         value={scope}
         options={asScopeOptions(rows)}
         readOnly={fixedScopes !== undefined}
-        disabled={disabled || loading}
+        disabled={disabled || (loading && !combinationOnly)}
         onValidityChange={setScopeReady}
         onChange={(next) =>
           onChange({