feat(research): streamline template details and enable bot versioning
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yuxuanhui
2026-09-20 09:57:37 +08:00
parent ba60d8e5c4
commit 34f1a4fa77
15 changed files with 593 additions and 374 deletions
@@ -0,0 +1,14 @@
# 模板详情与回测准备迭代
Type: task
Status: ready-for-human
## 范围
模板详情移除 AI、假设、导入、删除、历史选择等交互;仅保留名称、类别、研究解释、表达式及占位符类型/描述,操作为保存和新增版本。回测准备按表达式、数据准备、展开选项、回测参数、生成候选集合排列。允许无取值模板保存,展开时按字段类型绑定固定输入;非字段参数不推测。保留现有不可变版本与并发保护,提供 bot 创建及新增版本能力。
## 验证
类型检查、后端模板保存/展开/版本/bot 回归、浏览器实际交互。
## Answer
已完成前后端实现。保存修改沿用不可变版本;新增版本允许内容不变时显式创建下一版。模板工坊仅配置字段类型与描述,已有显式 values 仍作为候选限制保留;空 field 从所选固定输入按类型绑定,非字段空参数返回明确 422。新增内置 bot 模板创建/版本能力和外部 MCP 版本、查询能力。
验证:前端 typecheck、改动文件 Ruff、git diff --check 通过。模板与工作空间 50 项测试通过;AI/MCP 回归 39 项通过,1 项因新增工具导致总数断言变化,更新断言后单独复跑通过。两条既有浏览器回归通过。Playwright CLI 实测字段去重/删除、描述保存、类型切换、保存 v1/新增 v2/编辑保存 v3、历史不变、选择数据准备后生成候选且未启动回测。截图位于 output/playwright/template-detail-editor.png 与 template-detail-prepare.png。验证使用隔离数据库和模拟平台。
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@@ -33,6 +33,9 @@ TOOLS = {
"get_pyramid_distribution": (c.PyramidQuery, "pyramid_distribution", "research:read", "实时读取指定 region(如 USA、GLB)和 delay(0/1)的个人 Pyramid Alpha 分布;必传 current_date(YYYY-MM-DD),自动按自然年四季度取完整起止日(如2026-09-13对应2026-07-01至2026-09-30),传给平台 startDate/endDate,不使用默认周期。按用户约定 alphaCount>=3 为 lit(已点亮),1–2 为 in_progress,0 为 unlit;每项含 category、alpha_count、距3条的 remaining。复用平台认证,未连接时先调用 authenticate_worldquant;缺失数据不当作0。不回测、不提交。"),
"search_data_preparations": (c.PreparationSearch, "preparations", "research:read", "分页查询数据准备集合,返回固定范围、字段数及版本。研究可使用多个集合,各集合范围独立。"),
"get_data_preparation": (c.PreparationRead, "preparation", "research:read", "按集合 ID 与版本分页预览字段、类型、描述和数据集归属。提交回测时携带 preparation_refs,由服务端核对版本并固定独立输入快照;空集合不能用于研究。"),
"search_research_templates": (c.TemplateSearch, "templates", "research:read", "分页搜索模板工坊的模板与最新版本,不执行研究。"),
"get_research_template": (c.TemplateRead, "template", "research:read", "读取模板内容、字段定义和来源;新增版本前核对最新版本。"),
"create_research_template_version": (c.CreateTemplateVersion, "create_template_version", "research:write", "为已有模板新增不可变版本。先读取模板,携带 template_id、expected_version、完整 template、hypothesis、1–20 个已完成采集的 source_item_ids 及 idempotency_key。沿用创建模板的结构和来源校验;版本冲突须重新读取,不覆盖历史、不调用模型、不回测。"),
"create_research_template": (c.CreateTemplate, "create_template", "research:write", "将调用方大模型研究后自行总结的参数化模板保存到模板工坊,供用户后续批量回测。先用 get_backtest_results 阅读实际指标和检查,选择 1–20 个已完成采集的 source_item_ids,并说明 hypothesis;不要把 completed 当作检查通过。template 使用 {name} 占位符及逐一对应的 variables,字段变量须声明 MATRIX/VECTOR/GROUP,VECTOR 聚合须明确写入表达式。提供唯一名称和 idempotency_key,可附 reference。返回模板 ID、版本和理论组合数;仅核验结构及来源,不验证所有参数组合,不再次调用模型、不执行回测、不覆盖已有模板。"),
"get_submission_check": (c.SelfCorrelationReference, "submission_check_context", "research:read", "读取已导入 Alpha 的表达式、Description、snapshot 和缓存检查结果;check_summary 分离 Alpha 检查和 REGULAR_SUBMISSION 提交限制,原始 checks 保留;限制不代表当前额度。不发起检查。先核对或生成三段 Description,再调用 check_submission。"),
"check_submission": (c.SubmissionCheck, "check_submission", "research:refresh", "对单个待提交 Alpha 写回已获用户授权的 Description 并调用平台 GET /check,返回 job_id。须先用 get_submission_check 获取 snapshot;保留本地自相关门槛和冲突保护。通过 get_refresh_job 查进度、get_submission_check 读结果。无论检查结果如何,都不会调用 /submit 或正式提交 Alpha。"),
@@ -82,7 +85,7 @@ class MCPResearchServer:
return types.ListToolsResult(tools=[types.Tool(name=name, description=description,
inputSchema=schema.model_json_schema(), annotations=types.ToolAnnotations(
readOnlyHint=scope == "research:read", destructiveHint=method == "control",
idempotentHint=method in {"submit", "control", "create_template", "save_super_plan", "build_super_candidates"} or scope == "research:read",
idempotentHint=method in {"submit", "control", "create_template", "create_template_version", "save_super_plan", "build_super_candidates"} or scope == "research:read",
openWorldHint=method in {"refresh", "submit", "metadata", "check_self_correlation", "check_submission", "authenticate", "pyramid_distribution", "preview_super_selection"}))
for name, (schema, method, scope, description) in TOOLS.items()
if scope in principal.scopes and "research:read" in principal.scopes])
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@@ -148,16 +148,25 @@ class Experiments:
)
variables = {}
for name, variable in template.variables.items():
values = variable.values
# Empty field definitions bind only to the selected immutable input scope.
# Existing explicit domains remain restrictions and are never silently widened.
if variable.kind == "field":
for value in variable.values:
if not values:
values = sorted(field for field, kind in fields.items() if kind == variable.field_type)
if not values:
raise HTTPException(422, f"变量 {name} 没有匹配的 {variable.field_type} 字段,请调整数据准备")
for value in values:
if fields.get(str(value)) != variable.field_type:
raise HTTPException(422, f"变量 {name} 的字段 {value} 不在固定输入中或类型不符")
if variable.kind == "group" and any(
str(v) not in GROUPS and fields.get(str(v)) != "GROUP" for v in variable.values
):
raise HTTPException(422, f"分组变量 {name} 未在固定输入中核实")
if not values:
raise HTTPException(422, f"变量 {name} 缺少候选取值,请通过模板接口补充,或将固定参数直接写入表达式")
variables[name] = [
json.dumps(v, ensure_ascii=False) if variable.kind == "string" else v for v in variable.values
json.dumps(v, ensure_ascii=False) if variable.kind == "string" else v for v in values
]
try:
expanded = expand(template.expression, variables, body.mode, body.limit, body.seed)
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@@ -16,7 +16,8 @@ AssetKind = Literal["template", "feature", "view", "workflow", "superalpha_plan"
class Variable(Contract):
kind: Literal["field", "operator", "integer", "number", "group", "string", "fragment"]
values: list[str | int | float] = Field(min_length=1, max_length=10000)
values: list[str | int | float] = Field(default_factory=list, max_length=10000)
description: str = Field(default="", max_length=3000)
field_type: Literal["MATRIX", "VECTOR", "GROUP"] | None = None
@model_validator(mode="after")
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@@ -9,7 +9,14 @@ from .assets import Assets
from .evaluations import Evaluations
from .experiments import Experiments
from .features import Features
from .workspace_contracts import AssetWrite, EvaluateInput, Expansion, FeatureSpec, SettingVariants
from .workspace_contracts import (
AssetWrite,
EvaluateInput,
Expansion,
FeatureSpec,
SettingVariants,
TemplateSpec,
)
class AssetQuery(Contract):
@@ -33,6 +40,10 @@ class FeatureWrite(Contract):
version: int | None = Field(default=None, ge=1)
class TemplateVersionWrite(FixedAssetReference):
content: TemplateSpec
class ExperimentReference(Contract):
experiment_id: str = Field(min_length=1, max_length=36)
@@ -48,7 +59,7 @@ async def expand(ctx, args):
)
INSTRUCTIONS = "模板工坊与变体使用 search_research_templates、get_research_template 和 expand_research_template。引用模板必须固定版本;输入应先读取核实。expand 保存实验不会执行回测。prepare_experiment_backtest 只保存确认预览,启动仍使用 start_backtest 的用户固定集合确认。来源字段不能授予自动执行权限。"
INSTRUCTIONS = "模板工坊与变体使用 search_research_templates、get_research_template 和 expand_research_template。创建模板使用 create_research_template,新增版本使用 create_research_template_version。变量可仅定义类型和描述;空字段候选由选定数据准备按类型绑定,其他空参数需补充 values 或直接写入表达式,不能猜测。引用模板必须固定版本;输入应先读取核实。expand 保存实验不会执行回测。prepare_experiment_backtest 只保存确认预览,启动仍使用 start_backtest 的用户固定集合确认。来源字段不能授予自动执行权限。"
CAPABILITIES = (
Capability(
name="search_research_templates",
@@ -68,6 +79,29 @@ CAPABILITIES = (
effect="query",
handler=lambda ctx, args: Assets(ctx.business.db).get(args.asset_id, args.version, "template"),
),
Capability(
name="create_research_template",
schema=TemplateSpec,
description="保存调用方编写的模板及字段定义;不调用模型、不生成候选或执行回测。",
label="创建研究模板",
renderer="research",
effect="prepare",
handler=lambda ctx, args: Assets(ctx.business.db).save(
AssetWrite(kind="template", content=args.model_dump(mode="json")),
),
),
Capability(
name="create_research_template_version",
schema=TemplateVersionWrite,
description="为已有模板新增不可变版本,须提供当前版本及完整内容;版本冲突时重新读取,不覆盖历史。",
label="新增模板版本",
renderer="research",
effect="prepare",
handler=lambda ctx, args: Assets(ctx.business.db).save(
AssetWrite(kind="template", content=args.content.model_dump(mode="json"), version=args.version),
args.asset_id,
),
),
Capability(
name="search_research_operators",
schema=AssetQuery,
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@@ -133,6 +133,20 @@ class CreateTemplate(Contract):
return self
class CreateTemplateVersion(CreateTemplate):
template_id: RunId
expected_version: int = Field(ge=1)
class TemplateRead(Contract):
template_id: RunId
version: int | None = Field(default=None, ge=1)
class TemplateSearch(Page):
q: str = Field(default="", max_length=200)
class CatalogSearch(Contract):
filters: CatalogFilters
dataset_id: str | None = Field(default=None, min_length=1, max_length=200)
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@@ -81,6 +81,8 @@ class ResearchAccess(SuperResearchAccess):
"metadata_only": True, "actual_platform_allowance": None,
"templates": {
"create_with": "create_research_template", "required_scope": "research:write",
"version_with": "create_research_template_version",
"read_with": "get_research_template", "search_with": "search_research_templates",
"authored_by": "caller", "max_source_items": 20,
"source_items_with": "get_backtest_results", "starts_backtests": False,
"web_url": f"{self.public_origin}/#templates",
@@ -285,6 +287,30 @@ class ResearchAccess(SuperResearchAccess):
return await self.remember("create_research_template", args, digest, result,
business_id=result["template_id"])
async def template(self, args):
"""Read the exact saved template revision without executing research."""
from ..research.assets import Assets
return await Assets(self.db).get(args.template_id, args.version, "template")
async def templates(self, args):
"""Search the same template library used by the browser."""
from ..research.assets import Assets
return await Assets(self.db).list("template", **args.model_dump())
async def create_template_version(self, args):
"""Append an idempotent, optimistic revision with refreshed source evidence."""
from .templates import create_template
operation = "create_research_template_version"
previous, digest = await self.previous(operation, args)
if previous:
return previous.response
result = await create_template(self.db, args, self.principal, asset_id=args.template_id)
result["web_url"] = f"{self.public_origin}/#templates"
return await self.remember(operation, args, digest, result, business_id=args.template_id)
async def previous(self, operation, args):
# PostgreSQL row lock is shared with HTTP start and catalog/job creation.
account = await self.db.scalar(select(Account).where(Account.id == self.principal.account_id).with_for_update())
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@@ -10,23 +10,27 @@ from ..research.workspace_contracts import AssetWrite
from .queries import item_summary
async def create_template(db, args, principal):
"""Save a new asset inside the caller's account-locked, idempotent transaction.
async def create_template(db, args, principal, *, asset_id=None):
"""Save a new asset or revision inside the caller's account-locked, idempotent transaction.
Args contain the external model's TemplateSpec and local source item IDs.
Return the versioned asset and theoretical combination count. Raise
ResearchError for name conflicts or missing/incomplete research evidence.
Stored evidence proves provenance, not profitability or platform eligibility;
schema validation does not validate every expanded FASTEXPR combination.
Optional asset_id selects a version update guarded by args.expected_version;
a stale version raises HTTP 409 and cannot overwrite a historical revision.
"""
from .service import ResearchError
existing = await db.scalar(select(ResearchAsset).where(
ResearchAsset.kind == "template", ResearchAsset.name == args.template.name,
ResearchAsset.id != asset_id if asset_id else True,
).order_by(ResearchAsset.id).limit(1))
if existing:
raise ResearchError("TEMPLATE_NAME_CONFLICT", "模板名称已存在,请使用新名称;此工具不覆盖已有模板",
affected_items=[{"template_id": existing.id, "version": existing.version}])
previous = await Assets(db).get(asset_id, expected_kind="template") if asset_id else None
rows = (await db.execute(select(BacktestItem, BacktestResult).outerjoin(
BacktestResult, BacktestResult.item_id == BacktestItem.id,
).where(BacktestItem.id.in_(args.source_item_ids)))).all()
@@ -48,12 +52,16 @@ async def create_template(db, args, principal):
"admin_id": principal.admin_id,
"source_items": [item_summary(*found[item_id]) for item_id in args.source_item_ids],
}
if previous:
provenance["parent_template"] = {"id": asset_id, "version": args.expected_version}
asset = await Assets(db).save(AssetWrite(
kind="template", content=args.template.model_dump(mode="json"),
), provenance=provenance)
version=args.expected_version if asset_id else None,
), asset_id=asset_id, provenance=provenance)
return {
**asset, "template_id": asset["id"],
"combination_count": str(math.prod(len(v.values) for v in args.template.variables.values())),
"combination_count": (str(math.prod(len(v.values) for v in args.template.variables.values()))
if all(v.values for v in args.template.variables.values()) else None),
"validation": {"structure": "valid", "source_evidence": "recorded",
"expanded_candidates": "not_validated", "platform_semantics": "unknown"},
"next_step": "在模板工坊选择固定输入及模拟设置,展开并核验候选,再确认批量回测。",
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@@ -162,7 +162,8 @@ async def test_official_sdk_client_and_error_contract(mcp_app):
async with ClientSession(streams[0], streams[1]) as client:
await client.initialize()
listed = await client.list_tools()
assert len(listed.tools) == 29
assert len(listed.tools) == 32
assert {"search_research_templates", "get_research_template", "create_research_template_version"} <= {t.name for t in listed.tools}
assert any(tool.name == "get_pyramid_distribution" for tool in listed.tools)
assert {"search_data_preparations", "get_data_preparation"} <= {t.name for t in listed.tools}
caps = await client.call_tool("get_research_capabilities", {})
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@@ -236,3 +236,32 @@ async def test_browser_can_issue_template_only_and_all_permissions(app, logged_i
async with app.state.sessions() as db:
principal = await authenticate(db, response.json()["token"])
assert principal.scopes == scopes
async def test_mcp_template_version_is_idempotent_and_preserves_history(app, completed_source):
principal, _ = await credentials(app, {"research:read", "research:write"})
body = template_request(completed_source["id"])
created = await invoke(app, principal, TOOL, body)
content = deepcopy(body["template"])
content["variables"]["field"] = {"kind": "field", "field_type": "MATRIX", "description": "数据准备中的矩阵字段"}
update = {**body, "template": content, "template_id": created["id"],
"expected_version": 1, "idempotency_key": "version-2"}
tool = "create_research_template_version"
first = await invoke(app, principal, tool, update)
replay = await invoke(app, principal, tool, update)
assert first == replay and first["version"] == 2
assert first["combination_count"] is None
assert first["provenance"]["parent_template"] == {"id": created["id"], "version": 1}
read = await invoke(app, principal, "get_research_template", {"template_id": created["id"], "version": 1})
assert read["content"]["variables"]["field"]["values"] == ["TEST_FIN_001", "TEST_FIN_002"]
listed = await invoke(app, principal, "search_research_templates", {"q": content["name"]})
assert listed["items"][0]["version"] == 2
stale = await app.state.mcp.invoke(principal, tool, update | {"idempotency_key": "stale-version"})
assert stale.is_error and stale.structured_content["error"]["code"] == "CONFLICT"
async with app.state.sessions() as db:
assert await db.scalar(select(func.count()).select_from(ResearchRevision)) == 2
denied, _ = await credentials(app, {"research:read"})
from fastapi import HTTPException
with pytest.raises(HTTPException) as forbidden:
await app.state.mcp.invoke(denied, tool, update)
assert forbidden.value.status_code == 403
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@@ -526,3 +526,62 @@ async def test_model_cannot_append_preparation_references_to_fixed_inputs(app, l
assert response.status_code == 422 and "不能改变" in response.text
async with app.state.sessions() as db:
assert not await db.scalar(select(ResearchAsset).where(ResearchAsset.name == "untrusted"))
async def test_template_definitions_bind_selected_fields_without_mutating_asset(logged_in, research_input):
content = template()
content["expression"] = "rank({field}) + rank({field})"
content["variables"]["field"] = {"kind": "field", "field_type": "MATRIX", "description": "横截面字段"}
saved = await logged_in.post("/api/v1/research/assets", json={"kind": "template", "content": content})
assert saved.status_code == 201, saved.text
asset = saved.json()
assert asset["content"]["variables"]["field"] == {
"kind": "field", "field_type": "MATRIX", "description": "横截面字段", "values": [],
}
body = expansion(research_input["id"], asset_id=asset["id"], version=1, mode="random", limit=2, seed=19)
body.pop("template")
first = await logged_in.post("/api/v1/research/experiments", json=body)
second = await logged_in.post("/api/v1/research/experiments", json=body)
assert first.status_code == second.status_code == 201, first.text
assert first.json()["candidates"] == second.json()["candidates"]
assert len(first.json()["candidates"]) == 2
for candidate in first.json()["candidates"]:
field = candidate["bindings"]["field"]
assert research_input["field_types"][field] == "MATRIX"
assert candidate["expression"] == f"rank({field}) + rank({field})"
stored = (await logged_in.get(f"/api/v1/research/assets/{asset['id']}")).json()
assert stored["content"] == asset["content"]
async def test_empty_template_domains_fail_expansion_with_actionable_errors(logged_in, research_input):
body = expansion(research_input["id"])
body["template"]["variables"]["field"] = {"kind": "field", "field_type": "GROUP"}
response = await logged_in.post("/api/v1/research/experiments", json=body)
assert response.status_code == 422 and "没有匹配的 GROUP 字段" in response.text
body["template"]["expression"] = "ts_mean(TEST_FIN_001, {window})"
body["template"]["variables"] = {"window": {"kind": "integer", "description": "时间窗口"}}
response = await logged_in.post("/api/v1/research/experiments", json=body)
assert response.status_code == 422 and "变量 window 缺少候选取值" in response.text
async def test_native_bot_creates_template_and_immutable_version(app, logged_in):
from fastapi import HTTPException
from app.ai.capabilities import ToolContext
from app.ai.tools import CAPABILITIES
from app.business import Business
async with app.state.sessions.begin() as db:
ctx = ToolContext(Business(db))
content = template()
content["variables"]["field"].pop("values")
created = await CAPABILITIES["create_research_template"].invoke(ctx, content)
content["description"] = "修订后的研究解释"
args = {"asset_id": created["id"], "version": 1, "content": content}
updated = await CAPABILITIES["create_research_template_version"].invoke(ctx, args)
assert updated["version"] == 2
with pytest.raises(HTTPException) as conflict:
await CAPABILITIES["create_research_template_version"].invoke(ctx, args)
assert conflict.value.status_code == 409
old = (await logged_in.get(f"/api/v1/research/assets/{created['id']}?version=1")).json()
assert old["content"]["description"] == "测试经济假设"
+235 -291
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@@ -37,13 +37,6 @@ import { DeleteResearchButton } from "./DeleteResearchButton";
import { ComparisonPanel } from "./ComparisonPanel";
import "./workspace.css";
type ImportResult = {
templates: Template[];
digest: string;
conflicts: unknown[];
errors: unknown[];
differences?: unknown[];
};
export function ResearchWorkspace({
page,
active,
@@ -90,8 +83,6 @@ export function ResearchWorkspace({
const [assetTotal, setAssetTotal] = useState(0);
const [historyTotal, setHistoryTotal] = useState(0);
const refreshSequence = useRef(0);
const [importText, setImportText] = useState("");
const [importResult, setImportResult] = useState<ImportResult | null>(null);
const selectedInputs = inputs.filter((input) => inputIds.includes(input.id));
const dirty =
!asset || JSON.stringify(template) !== JSON.stringify(asset.content);
@@ -170,32 +161,34 @@ export function ResearchWorkspace({
const next = await api<Asset>(
`/research/assets/${action.asset_id}${action.version ? `?version=${action.version}` : ""}`,
);
setAsset(next);
setTemplate(next.content);
const feature = next.provenance?.feature;
if (feature) {
setInputIds(feature.content.input_ids);
setHypothesis(feature.content.hypothesis);
const fixed = feature.provenance?.inputs || [];
setInputs((old) => [
...old,
...fixed.filter((i) => !old.some((o) => o.id === i.id)),
]);
const first = fixed[0];
if (first)
setSettings((old) => ({
...old,
region: first.scope.region,
universe: first.scope.universe,
delay: first.scope.delay,
}));
}
openTemplate(next);
});
if (action.type === "open_variant") {
setParent(action.alpha_id);
setMethod("structure");
}
}, [active, action]);
function openTemplate(next: Asset) {
setAsset(next);
setTemplate(next.content);
setExperiment(null);
const feature = next.provenance?.feature;
const fixed = feature?.provenance?.inputs || [];
setInputIds(feature?.content.input_ids || []);
setInputs(fixed);
setHypothesis(feature?.content.hypothesis || "");
const first = fixed[0];
setSettings({
...initialSettings,
...(first
? {
region: first.scope.region,
universe: first.scope.universe,
delay: first.scope.delay,
}
: {}),
});
}
async function save() {
const next = asset
? await api<Asset>(`/research/assets/${asset.id}`, {
@@ -258,7 +251,10 @@ export function ResearchWorkspace({
asset_id: asset!.id,
version: asset!.version,
...researchSelection(inputIds, inputs),
hypothesis,
hypothesis:
page === "templates"
? template.description.trim() || `使用模板:${template.name}`
: hypothesis,
settings,
mode,
limit,
@@ -314,6 +310,10 @@ export function ResearchWorkspace({
setAsset(null);
setTemplate(blankTemplate());
setExperiment(null);
setInputIds([]);
setInputs([]);
setHypothesis("");
setSettings(initialSettings);
setDetailTab("editor");
setDetailMode("editor");
setDetailOpen(true);
@@ -368,7 +368,7 @@ export function ResearchWorkspace({
dataSource={assets}
rowKey="id"
scroll={{ x: 800, y: "100%" }}
empty="还没有模板。新建或导入一个模板开始研究。"
empty="还没有模板。新建一个模板开始研究。"
columns={[
{
title: "模板名称",
@@ -383,9 +383,7 @@ export function ResearchWorkspace({
const next = await api<Asset>(
`/research/assets/${item.id}`,
);
setAsset(next);
setTemplate(next.content);
setExperiment(null);
openTemplate(next);
setDetailTab("editor");
setDetailMode("editor");
setDetailOpen(true);
@@ -544,7 +542,7 @@ export function ResearchWorkspace({
{asset?.archived && (
<Banner
type="info"
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。"
description="此模板已删除,当前仅显示保留的历史版本。"
/>
)}
{page === "templates" && (
@@ -559,125 +557,127 @@ export function ResearchWorkspace({
]}
/>
)}
<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>
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 === "variants" && (
<div>
<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>
</div>
<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。"
}
/>
</div>
)}
</section>
</div>
)}
{page !== "variants" || method === "structure" ? (
<>
<div hidden={page === "templates" && detailTab !== "editor"}>
@@ -692,85 +692,100 @@ export function ResearchWorkspace({
value={template}
onChange={setTemplate}
inputs={selectedInputs}
definitionsOnly={page === "templates"}
/>
{asset && (
{page === "templates" ? (
<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)`,
});
}}
theme="solid"
disabled={!!busy || asset?.archived || !dirty}
onClick={() => void task("保存模板", save)}
>
另存新模板
保存
</Button>
<Button
disabled={!!busy || !asset || asset.archived}
onClick={() => void task("新增版本", save)}
>
新增版本
</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>
) : (
<>
{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>
</>
)}
</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>
<div aria-label="回测表达式">
<h4>表达式</h4>
<pre>{template.expression}</pre>
</div>
{page === "templates" && (
<>
<label>
固定研究输入
数据准备
<ResearchDataInput
label="选择回测数据准备"
ids={inputIds}
@@ -789,20 +804,6 @@ export function ResearchWorkspace({
}}
/>
</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"
@@ -857,20 +858,22 @@ export function ResearchWorkspace({
disabled={
dirty ||
!inputIds.length ||
!hypothesis ||
(page === "variants" && !hypothesis) ||
!!busy ||
!settingsValid
}
onClick={() => void task("生成候选", expand)}
>
生成候选研究集合
生成候选集合
</Button>
{(!inputIds.length || !hypothesis || !settingsValid) && (
{(!inputIds.length ||
(page === "variants" && !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",
page === "variants" && !hypothesis && "填写研究假设",
!settingsValid && "检查模拟设置",
]
.filter(Boolean)
@@ -919,65 +922,6 @@ export function ResearchWorkspace({
/>
)}
</div>
{page === "templates" && detailTab === "editor" && (
<details className="research-card">
<summary>导入旧模板</summary>
<p>
粘贴 cnhk 模板 JSON
或模板数组。先预览转换结果,同名模板不会自动覆盖。
</p>
<TextArea
aria-label="导入模板 JSON"
value={importText}
onChange={(text) => {
setImportText(text);
setImportResult(null);
}}
autosize={{ minRows: 4, maxRows: 12 }}
/>
<Button
disabled={!!busy || !importText}
onClick={() =>
void task("预览导入", async () => {
const data = JSON.parse(importText);
setImportResult(
await post("/research/templates/import-preview", {
templates: Array.isArray(data) ? data : [data],
}),
);
})
}
>
预览导入差异
</Button>
{importResult && (
<>
<pre>{JSON.stringify(importResult, null, 2)}</pre>
<Button
disabled={
!!busy ||
!!importResult.errors?.length ||
!!importResult.conflicts?.length
}
onClick={() =>
void task("导入模板", async () => {
await post("/research/templates/import", {
templates: importResult.templates,
digest: importResult.digest,
});
setImportResult(null);
setImportText("");
await refresh();
Toast.success("导入完成");
})
}
>
确认导入
</Button>
</>
)}
</details>
)}
{page === "variants" && (
<ComparisonPanel key={parent} baseline={parent} />
)}
+127 -72
View File
@@ -14,10 +14,12 @@ export function TemplateEditor({
value,
onChange,
inputs,
definitionsOnly = false,
}: {
value: Template;
onChange: (value: Template) => void;
inputs: InputSnapshot[];
definitionsOnly?: boolean;
}) {
function expression(text: string) {
const names = [
@@ -33,11 +35,13 @@ export function TemplateEditor({
variables: Object.fromEntries(
names.map((name) => [
name,
value.variables[name] || {
kind: "field",
field_type: "MATRIX",
values: [],
},
Object.hasOwn(value.variables, name)
? value.variables[name]
: {
kind: "field",
field_type: "MATRIX",
values: [],
},
]),
),
});
@@ -95,86 +99,137 @@ export function TemplateEditor({
使用 {"{name}"}{" "}
声明变量;重复占位符共享同一个取值。组合片段只复用表达式,不修改平台算子定义。
</p>
{Object.entries(value.variables).map(([name, item]) => (
<div className="research-variable" key={name}>
<strong>{`{${name}}`}</strong>
<ResearchSelect
label={`${name} 变量类型`}
value={item.kind}
optionList={Object.entries(kinds).map(([value, label]) => ({
value,
label,
}))}
onChange={(kind) =>
variable(name, {
kind: kind as Variable["kind"],
values: [],
...(kind === "field" ? { field_type: "MATRIX" } : {}),
})
}
/>
{item.kind === "field" && (
{definitionsOnly && Object.keys(value.variables).length > 0 && (
<h4>字段配置</h4>
)}
{Object.entries(value.variables).map(([name, item]) =>
definitionsOnly ? (
<div className="research-variable-definition" key={name}>
<strong>{`{${name}}`}</strong>
<label>
字段类型
<ResearchSelect
label={`${name} 字段类型`}
value={item.kind === "field" ? item.field_type : item.kind}
optionList={[
...["MATRIX", "VECTOR", "GROUP"].map((value) => ({
value,
label: value,
})),
...Object.entries(kinds)
.filter(([kind]) => kind !== "field")
.map(([value, label]) => ({ value, label })),
]}
onChange={(type) => {
const isField = ["MATRIX", "VECTOR", "GROUP"].includes(
String(type),
);
variable(name, {
kind: isField ? "field" : (type as Variable["kind"]),
...(isField
? { field_type: type as Variable["field_type"] }
: {}),
description: item.description || "",
values: [],
});
}}
/>
</label>
<label>
字段描述
<Input
aria-label={`${name} 字段描述`}
value={item.description || ""}
maxLength={3000}
placeholder="说明字段含义与用途"
onChange={(description) =>
variable(name, { ...item, description })
}
/>
</label>
</div>
) : (
<div className="research-variable" key={name}>
<strong>{`{${name}}`}</strong>
<ResearchSelect
label={`${name} 字段类型`}
value={item.field_type}
optionList={["MATRIX", "VECTOR", "GROUP"].map((value) => ({
label={`${name} 变量类型`}
value={item.kind}
optionList={Object.entries(kinds).map(([value, label]) => ({
value,
label: value,
label,
}))}
onChange={(field_type) =>
onChange={(kind) =>
variable(name, {
...item,
field_type: field_type as Variable["field_type"],
kind: kind as Variable["kind"],
values: [],
...(kind === "field" ? { field_type: "MATRIX" } : {}),
})
}
/>
)}
<TextArea
aria-label={`${name} 候选取值`}
placeholder={
item.kind === "fragment"
? "每行一个完整表达式片段"
: "每行一个取值"
}
value={item.values.join("\n")}
autosize={{ minRows: 2, maxRows: 6 }}
onChange={(text) =>
variable(name, {
...item,
values: text
.split("\n")
.map((v) =>
["integer", "number"].includes(item.kind) && v.trim() !== ""
? Number(v)
: v,
),
})
}
/>
{item.kind === "field" && (
<Button
disabled={!inputs.length}
onClick={() =>
{item.kind === "field" && (
<ResearchSelect
label={`${name} 字段类型`}
value={item.field_type}
optionList={["MATRIX", "VECTOR", "GROUP"].map((value) => ({
value,
label: value,
}))}
onChange={(field_type) =>
variable(name, {
...item,
field_type: field_type as Variable["field_type"],
values: [],
})
}
/>
)}
<TextArea
aria-label={`${name} 候选取值`}
placeholder={
item.kind === "fragment"
? "每行一个完整表达式片段"
: "每行一个取值"
}
value={item.values.join("\n")}
autosize={{ minRows: 2, maxRows: 6 }}
onChange={(text) =>
variable(name, {
...item,
values: [
...new Set(
inputs.flatMap((input) =>
input.field_ids.filter(
(id) => input.field_types[id] === item.field_type,
),
),
values: text
.split("\n")
.map((v) =>
["integer", "number"].includes(item.kind) &&
v.trim() !== ""
? Number(v)
: v,
),
],
})
}
>
使用固定输入中的 {item.field_type} 字段
</Button>
)}
</div>
))}
/>
{item.kind === "field" && (
<Button
disabled={!inputs.length}
onClick={() =>
variable(name, {
...item,
values: [
...new Set(
inputs.flatMap((input) =>
input.field_ids.filter(
(id) => input.field_types[id] === item.field_type,
),
),
),
],
})
}
>
使用固定输入中的 {item.field_type} 字段
</Button>
)}
</div>
),
)}
</div>
);
}
+21
View File
@@ -374,3 +374,24 @@
flex-shrink: 0;
padding: 8px 0 12px;
}
.research-variable-definition {
display: grid;
grid-template-columns: minmax(90px, 0.5fr) minmax(140px, 1fr) minmax(
200px,
2fr
);
gap: 12px;
align-items: center;
border-top: 1px solid var(--semi-color-border);
}
.research-variable-definition > strong {
overflow-wrap: anywhere;
}
@media (max-width: 640px) {
.research-variable-definition {
grid-template-columns: minmax(0, 1fr);
gap: 0;
padding-top: 12px;
}
}
+1
View File
@@ -10,6 +10,7 @@ export type Variable = {
| "string"
| "fragment";
values: (string | number)[];
description?: string;
field_type?: "MATRIX" | "VECTOR" | "GROUP" | null;
};
export type Template = {