feat(research): separate template editing and backtest preparation tabs
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This commit is contained in:
yuxuanhui
2026-09-13 15:09:56 +08:00
parent db449f0915
commit 20f6d0fc51
3 changed files with 362 additions and 245 deletions
+344 -244
View File
@@ -13,6 +13,7 @@ import {
Input,
InputNumber,
Table,
Tabs,
TextArea,
Toast,
Typography,
@@ -56,6 +57,7 @@ export function ResearchWorkspace({
onAction: (action: UIAction) => void;
onContext: (context: PageContext) => void;
}) {
const [detailTab, setDetailTab] = useState("editor");
const [detailOpen, setDetailOpen] = useState(false);
const [detailMode, setDetailMode] = useState<"editor" | "experiment">(
"editor",
@@ -152,6 +154,7 @@ export function ResearchWorkspace({
["open_experiment", "open_template", "open_variant"].includes(action.type)
) {
setDetailOpen(true);
setDetailTab("editor");
setDetailMode(
action.type === "open_experiment" ? "experiment" : "editor",
);
@@ -263,6 +266,7 @@ export function ResearchWorkspace({
parent_alpha_ids: parent ? parent.split(/[,,\s]+/).filter(Boolean) : [],
});
setExperiment(next);
setDetailTab("prepare");
await refresh();
}
const combination = Object.values(template.variables)
@@ -310,6 +314,7 @@ export function ResearchWorkspace({
setAsset(null);
setTemplate(blankTemplate());
setExperiment(null);
setDetailTab("editor");
setDetailMode("editor");
setDetailOpen(true);
}}
@@ -381,6 +386,7 @@ export function ResearchWorkspace({
setAsset(next);
setTemplate(next.content);
setExperiment(null);
setDetailTab("editor");
setDetailMode("editor");
setDetailOpen(true);
})
@@ -541,247 +547,339 @@ export function ResearchWorkspace({
description="此模板已删除,当前显示保留的历史版本;可另存新模板继续编辑。"
/>
)}
<section className="research-card">
<h3>研究输入与假设</h3>
{page === "variants" && (
<>
<div className="research-methods">
<Button
theme={method === "structure" ? "solid" : "light"}
onClick={() => setMethod("structure")}
>
结构与字段变体
</Button>
<Button
theme={method === "settings" ? "solid" : "light"}
onClick={() => setMethod("settings")}
>
市场与设置变体
</Button>
</div>
<p>
{method === "structure"
? "神笔马良:保留种子与改动依据,研究新的表达式。"
: "缘分一道桥:保持表达式,为各目标市场重新固定输入后检查可用范围。"}
</p>
<label>
种子 Alpha
<Input
aria-label="种子 Alpha"
value={parent}
onChange={setParent}
placeholder="已同步的 Alpha ID"
/>
</label>
</>
)}
<label>
固定研究输入
<ResearchDataInput
label="选择数据准备"
ids={inputIds}
inputs={inputs}
onChange={(ids, rows) => {
setInputs(rows);
setInputIds(ids);
const first = rows.find((r) => r.id === ids[0]);
if (first)
setSettings((old) => ({
...old,
region: first.scope.region,
universe: first.scope.universe,
delay: first.scope.delay,
}));
}}
/>
</label>
<p className="research-hint">
从数据准备选择集合;每个集合可包含同范围下多个数据集的字段。
</p>
{page === "variants" && method === "settings" ? (
{page === "templates" && (
<Tabs
type="card"
activeKey={detailTab}
onChange={setDetailTab}
tabPaneMotion={false}
tabList={[
{ itemKey: "editor", tab: "模板信息编辑" },
{ itemKey: "prepare", tab: "回测准备" },
]}
/>
)}
<div hidden={page === "templates" && detailTab !== "editor"}>
<section className="research-card">
<h3>研究输入与假设</h3>
{page === "variants" && (
<>
<div className="research-methods">
<Button
theme={method === "structure" ? "solid" : "light"}
onClick={() => setMethod("structure")}
>
结构与字段变体
</Button>
<Button
theme={method === "settings" ? "solid" : "light"}
onClick={() => setMethod("settings")}
>
市场与设置变体
</Button>
</div>
<p>
{method === "structure"
? "神笔马良:保留种子与改动依据,研究新的表达式。"
: "缘分一道桥:保持表达式,为各目标市场重新固定输入后检查可用范围。"}
</p>
<label>
种子 Alpha
<Input
aria-label="种子 Alpha"
value={parent}
onChange={setParent}
placeholder="已同步的 Alpha ID"
/>
</label>
</>
)}
<label>
本次研究假设
<TextArea
aria-label="本次研究假设"
value={hypothesis}
onChange={setHypothesis}
autosize={{ minRows: 2, maxRows: 5 }}
固定研究输入
<ResearchDataInput
label="选择数据准备"
ids={inputIds}
inputs={inputs}
onChange={(ids, rows) => {
setInputs(rows);
setInputIds(ids);
const first = rows.find((r) => r.id === ids[0]);
if (first)
setSettings((old) => ({
...old,
region: first.scope.region,
universe: first.scope.universe,
delay: first.scope.delay,
}));
}}
/>
</label>
) : (
<div className="research-ai-section">
<h4>
<IconAIEditLevel3 aria-hidden="true" />
<p className="research-hint">
从数据准备选择集合;每个集合可包含同范围下多个数据集的字段。
</p>
{page === "variants" && method === "settings" ? (
<label>
本次研究假设
</h4>
<ResearchInput
maxLength={10000}
label="本次研究假设"
value={hypothesis}
onChange={setHypothesis}
placeholder={
page === "variants"
? "描述希望保留的信号与要探索的变体方向…"
: "描述经济假设、信号方向与希望验证的关系…"
}
references={[
...selectedInputs.map((input) => ({
id: input.id,
name: `${input.name} · ${input.scope.region}/${input.scope.universe}/D${input.scope.delay} · ${input.field_ids.length} 字段 · ${input.id}`,
})),
...(page === "variants" && parent
? [
{
id: "parent-alpha",
name: `种子 Alpha:${parent}`,
},
]
: []),
]}
disabled={!!busy}
canSubmit={!!inputIds.length}
busy={busy === "AI 生成"}
submitLabel="AI 生成模板"
sendHotKey="shift+enter"
onSubmit={() => void task("AI 生成", generate)}
prompts={
page === "variants"
? ["保留种子的经济含义,探索不同时间窗口和字段组合"]
: ["研究短期价格反转与成交量之间的关系"]
}
hint={
inputIds.length
? "基于已关联的固定输入生成,保留假设供下一轮调整。"
: "请先关联固定研究输入。"
}
/>
</div>
)}
</section>
{page !== "variants" || method === "structure" ? (
<section className="research-card">
<div className="research-section-heading">
<h3>
编辑与展开{asset && ` · v${asset.version}`}
{dirty && " · 未保存"}
</h3>
</div>
<TemplateEditor
value={template}
onChange={setTemplate}
inputs={selectedInputs}
/>
{asset && (
<div className="research-toolbar">
<span>版本记录</span>
<ResearchSelect
label="模板历史版本"
value={asset.version}
optionList={Array.from(
{
length:
assets.find((item) => item.id === asset.id)
?.version || asset.version,
},
(_, i) => ({ value: i + 1, label: `v${i + 1}` }),
)}
onChange={(version) =>
void task("读取历史版本", async () => {
const next = await api<Asset>(
`/research/assets/${asset.id}?version=${version}`,
);
setAsset(next);
setTemplate(next.content);
})
<TextArea
aria-label="本次研究假设"
value={hypothesis}
onChange={setHypothesis}
autosize={{ minRows: 2, maxRows: 5 }}
/>
</label>
) : (
<div className="research-ai-section">
<h4>
<IconAIEditLevel3 aria-hidden="true" />
本次研究假设
</h4>
<ResearchInput
maxLength={10000}
label="本次研究假设"
value={hypothesis}
onChange={setHypothesis}
placeholder={
page === "variants"
? "描述希望保留的信号与要探索的变体方向…"
: "描述经济假设、信号方向与希望验证的关系…"
}
references={[
...selectedInputs.map((input) => ({
id: input.id,
name: `${input.name} · ${input.scope.region}/${input.scope.universe}/D${input.scope.delay} · ${input.field_ids.length} 字段 · ${input.id}`,
})),
...(page === "variants" && parent
? [
{
id: "parent-alpha",
name: `种子 Alpha:${parent}`,
},
]
: []),
]}
disabled={!!busy}
canSubmit={!!inputIds.length}
busy={busy === "AI 生成"}
submitLabel="AI 生成模板"
sendHotKey="shift+enter"
onSubmit={() => void task("AI 生成", generate)}
prompts={
page === "variants"
? ["保留种子的经济含义,探索不同时间窗口和字段组合"]
: ["研究短期价格反转与成交量之间的关系"]
}
hint={
inputIds.length
? "基于已关联的固定输入生成,保留假设供下一轮调整。"
: "请先关联固定研究输入。"
}
/>
<Button
onClick={() => {
setAsset(null);
setTemplate({
...template,
name: `${template.name}(副本)`,
});
}}
>
另存新模板
</Button>
</div>
)}
<div className="research-toolbar">
<Button
disabled={!!busy || asset?.archived}
onClick={() => void task("保存模板", save)}
>
保存模板版本
</Button>
{asset && !asset.archived && (
<DeleteResearchButton
name={asset.name}
label="模板"
disabled={!!busy}
onConfirm={() =>
task("删除模板", () => removeAsset(asset))
}
/>
)}
<span>组合规模:{combination}</span>
</div>
<div className="research-form-grid">
<label>
展开方式
<ResearchSelect
label="展开方式"
value={mode}
optionList={[
{ value: "all", label: "全组合" },
{ value: "random", label: "可复现随机采样" },
]}
onChange={(value) => setMode(value as string)}
/>
</label>
<label>
候选数量上限
<InputNumber
aria-label="候选数量上限"
value={limit}
min={1}
max={10000}
onChange={(value) => setLimit(Number(value))}
/>
</label>
<label>
随机种子
<InputNumber
aria-label="随机种子"
value={seed}
onChange={(value) => setSeed(Number(value))}
/>
</label>
</div>
<SimulationSettingsEditor
value={settings}
onChange={setSettings}
{...options}
onRefresh={() => void options.refresh()}
fixedScopes={selectedInputs.map((r) => r.scope)}
disabled={!!busy}
onValidityChange={setSettingsValid}
/>
<Button
theme="solid"
disabled={
dirty ||
!inputIds.length ||
!hypothesis ||
!!busy ||
!settingsValid
}
onClick={() => void task("生成候选", expand)}
>
保存候选研究记录
</Button>
</section>
</div>
{page !== "variants" || method === "structure" ? (
<>
<div hidden={page === "templates" && detailTab !== "editor"}>
<section className="research-card">
<div className="research-section-heading">
<h3>
模板信息{asset && ` · v${asset.version}`}
{dirty && " · 未保存"}
</h3>
</div>
<TemplateEditor
value={template}
onChange={setTemplate}
inputs={selectedInputs}
/>
{asset && (
<div className="research-toolbar">
<span>版本记录</span>
<ResearchSelect
label="模板历史版本"
value={asset.version}
optionList={Array.from(
{
length:
assets.find((item) => item.id === asset.id)
?.version || asset.version,
},
(_, i) => ({ value: i + 1, label: `v${i + 1}` }),
)}
onChange={(version) =>
void task("读取历史版本", async () => {
const next = await api<Asset>(
`/research/assets/${asset.id}?version=${version}`,
);
setAsset(next);
setTemplate(next.content);
})
}
/>
<Button
onClick={() => {
setAsset(null);
setTemplate({
...template,
name: `${template.name}(副本)`,
});
}}
>
另存新模板
</Button>
</div>
)}
<div className="research-toolbar">
<Button
disabled={!!busy || asset?.archived}
onClick={() => void task("保存模板", save)}
>
保存模板版本
</Button>
{asset && !asset.archived && (
<DeleteResearchButton
name={asset.name}
label="模板"
disabled={!!busy}
onConfirm={() =>
task("删除模板", () => removeAsset(asset))
}
/>
)}
<span>组合规模:{combination}</span>
</div>
{page === "templates" && (
<Button
theme="solid"
disabled={!!busy || dirty}
onClick={() => setDetailTab("prepare")}
>
下一步:回测准备
</Button>
)}
</section>
</div>
<div hidden={page === "templates" && detailTab !== "prepare"}>
<section className="research-card">
<h3>回测准备</h3>
<p className="research-hint">
配置展开方式与模拟设置 → 生成候选研究集合 →
生成回测确认预览 → 确认后开始回测。
</p>
{page === "templates" && (
<>
<label>
固定研究输入
<ResearchDataInput
label="选择回测数据准备"
ids={inputIds}
inputs={inputs}
onChange={(ids, rows) => {
setInputs(rows);
setInputIds(ids);
const first = rows.find((r) => r.id === ids[0]);
if (first)
setSettings((old) => ({
...old,
region: first.scope.region,
universe: first.scope.universe,
delay: first.scope.delay,
}));
}}
/>
</label>
<label>
本次研究假设
<TextArea
aria-label="回测研究假设"
value={hypothesis}
onChange={setHypothesis}
autosize={{ minRows: 2, maxRows: 5 }}
/>
</label>
<p>
模板:{template.name || "未命名"} ·{" "}
{asset ? `v${asset.version}` : "未保存"} · 组合规模:
{combination}
</p>
{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。"
/>
)}
</>
)}
<div className="research-form-grid">
<label>
展开方式
<ResearchSelect
label="展开方式"
value={mode}
optionList={[
{ value: "all", label: "全组合" },
{ value: "random", label: "可复现随机采样" },
]}
onChange={(value) => setMode(value as string)}
/>
</label>
<label>
候选数量上限
<InputNumber
aria-label="候选数量上限"
value={limit}
min={1}
max={10000}
onChange={(value) => setLimit(Number(value))}
/>
</label>
<label>
随机种子
<InputNumber
aria-label="随机种子"
value={seed}
onChange={(value) => setSeed(Number(value))}
/>
</label>
</div>
<SimulationSettingsEditor
value={settings}
onChange={setSettings}
{...options}
onRefresh={() => void options.refresh()}
fixedScopes={selectedInputs.map((r) => r.scope)}
disabled={!!busy}
onValidityChange={setSettingsValid}
/>
<Button
theme="solid"
disabled={
dirty ||
!inputIds.length ||
!hypothesis ||
!!busy ||
!settingsValid
}
onClick={() => void task("生成候选", expand)}
>
生成候选研究集合
</Button>
{(!inputIds.length || !hypothesis || !settingsValid) && (
<p className="research-hint">
待完成:
{[
!inputIds.length && "选择固定研究输入",
!hypothesis && "填写研究假设",
!settingsValid && "检查模拟设置",
]
.filter(Boolean)
.join("、")}
</p>
)}
</section>
</div>
</>
) : (
<section className="research-card">
<h3>目标范围检查</h3>
@@ -808,18 +906,20 @@ export function ResearchWorkspace({
</Button>
</section>
)}
{experiment && (
<ExperimentView
key={experiment.id}
experiment={experiment}
onAction={onAction}
deleting={!!busy}
onDelete={() =>
task("删除生成记录", () => removeExperiment(experiment))
}
/>
)}
{page === "templates" && (
<div hidden={page === "templates" && detailTab !== "prepare"}>
{experiment && (
<ExperimentView
key={experiment.id}
experiment={experiment}
onAction={onAction}
deleting={!!busy}
onDelete={() =>
task("删除生成记录", () => removeExperiment(experiment))
}
/>
)}
</div>
{page === "templates" && detailTab === "editor" && (
<details className="research-card">
<summary>导入旧模板</summary>
<p>