feat(research): separate template editing and backtest preparation tabs

frontend/src/research/ResearchWorkspace.tsx

@@ -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);
                         })
@@ -541,6 +547,19 @@ 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。"
               />
             )}
+            {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" && (
@@ -658,11 +677,14 @@ export function ResearchWorkspace({
                   </div>
                 )}
               </section>
+            </div>
             {page !== "variants" || method === "structure" ? (
+              <>
+                <div hidden={page === "templates" && detailTab !== "editor"}>
                   <section className="research-card">
                     <div className="research-section-heading">
                       <h3>
-                    编辑与展开{asset && ` · v${asset.version}`}
+                        模板信息{asset && ` · v${asset.version}`}
                         {dirty && " · 未保存"}
                       </h3>
                     </div>
@@ -727,6 +749,68 @@ export function ResearchWorkspace({
                       )}
                       <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
@@ -779,9 +863,23 @@ export function ResearchWorkspace({
                       }
                       onClick={() => void task("生成候选", expand)}
                     >
-                  保存候选研究记录
+                      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>
@@ -808,6 +906,7 @@ export function ResearchWorkspace({
                 </Button>
               </section>
             )}
+            <div hidden={page === "templates" && detailTab !== "prepare"}>
               {experiment && (
                 <ExperimentView
                   key={experiment.id}
@@ -819,7 +918,8 @@ export function ResearchWorkspace({
                   }
                 />
               )}
-            {page === "templates" && (
+            </div>
+            {page === "templates" && detailTab === "editor" && (
               <details className="research-card">
                 <summary>导入旧模板</summary>
                 <p>

frontend/tests/research-outcomes.spec.ts

@@ -86,6 +86,7 @@ test("feature conversion, saved views and immutable evaluations", async ({
   await expect(
     page.getByRole("textbox", { name: "模板名称", exact: true }),
   ).toHaveValue("特征转换模板");
+  await page.getByRole("tab", { name: "回测准备", exact: true }).click();
   const settingsEditor = page.getByRole("region", {
     name: "回测参数",
     exact: true,

frontend/tests/semi-ai.spec.ts

@@ -79,7 +79,7 @@ for (const mode of ["templates", "variants", "features"] as const) {
     const hypothesis = "检验 <收益> 与规模\n第二轮保留原始假设";
     await input.fill(hypothesis);
     await expect(
-      sheet.locator("p").filter({ hasText: /Semi 准备集合 ·/ }),
+      sheet.locator("p:visible").filter({ hasText: /Semi 准备集合 ·/ }),
     ).toBeVisible();
     let release!: () => void;
     const pending = new Promise<void>((resolve) => {
@@ -148,6 +148,22 @@ for (const mode of ["templates", "variants", "features"] as const) {
       sheet.getByRole("textbox", { name: "模板名称", exact: true }),
     ).toHaveValue("AI 生成验收");
     await expect(generate).toBeEnabled();
+    if (mode === "templates") {
+      await sheet.getByRole("button", { name: "下一步：回测准备" }).click();
+      await expect(
+        sheet.getByRole("textbox", { name: "回测研究假设", exact: true }),
+      ).toHaveValue(hypothesis);
+      await expect(
+        sheet.getByRole("button", { name: "生成候选研究集合", exact: true }),
+      ).toBeVisible();
+      await expect(generate).toBeHidden();
+      await sheet
+        .getByRole("tab", { name: "模板信息编辑", exact: true })
+        .click();
+      await expect(
+        sheet.getByRole("textbox", { name: "模板名称", exact: true }),
+      ).toHaveValue("AI 生成验收");
+    }
     await expect(input).toContainText("检验 <收益> 与规模");
     await page.screenshot({ path: `../output/playwright/semi-ai-${mode}.png` });
     await page.setViewportSize({ width: 390, height: 900 });