feat(research): streamline template details and enable bot versioning

backend/app/research/experiments.py

@@ -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)

backend/app/research/workspace_contracts.py

@@ -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")

backend/app/research/workspace_tools.py

@@ -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,