feat(research): streamline template details and enable bot versioning
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@@ -81,6 +81,8 @@ class ResearchAccess(SuperResearchAccess):
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"metadata_only": True, "actual_platform_allowance": None,
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"templates": {
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"create_with": "create_research_template", "required_scope": "research:write",
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"version_with": "create_research_template_version",
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"read_with": "get_research_template", "search_with": "search_research_templates",
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"authored_by": "caller", "max_source_items": 20,
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"source_items_with": "get_backtest_results", "starts_backtests": False,
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"web_url": f"{self.public_origin}/#templates",
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@@ -285,6 +287,30 @@ class ResearchAccess(SuperResearchAccess):
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return await self.remember("create_research_template", args, digest, result,
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business_id=result["template_id"])
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async def template(self, args):
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"""Read the exact saved template revision without executing research."""
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from ..research.assets import Assets
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return await Assets(self.db).get(args.template_id, args.version, "template")
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async def templates(self, args):
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"""Search the same template library used by the browser."""
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from ..research.assets import Assets
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return await Assets(self.db).list("template", **args.model_dump())
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async def create_template_version(self, args):
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"""Append an idempotent, optimistic revision with refreshed source evidence."""
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from .templates import create_template
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operation = "create_research_template_version"
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previous, digest = await self.previous(operation, args)
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if previous:
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return previous.response
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result = await create_template(self.db, args, self.principal, asset_id=args.template_id)
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result["web_url"] = f"{self.public_origin}/#templates"
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return await self.remember(operation, args, digest, result, business_id=args.template_id)
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async def previous(self, operation, args):
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# PostgreSQL row lock is shared with HTTP start and catalog/job creation.
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account = await self.db.scalar(select(Account).where(Account.id == self.principal.account_id).with_for_update())
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