refactor: unify data preparations and research input snapshots

frontend/src/App.tsx

@@ -1,3 +1,6 @@
+import { FieldDirectory } from "./preparations/FieldDirectory";
+import { DataPreparationPage } from "./preparations/DataPreparationPage";
+import { SnapshotDialog } from "./preparations/SnapshotDialog";
 import { useCallback, useEffect, useRef, useState } from "react";
 import {
   Badge,
@@ -390,6 +393,15 @@ export default function App() {
                   onTask={taskCreated}
                 />
               </div>
+              <div className="alpha-page-view" hidden={page !== "fields"}>
+                <FieldDirectory
+                  active={page === "fields"}
+                  revision={completedVersion}
+                />
+              </div>
+              <div className="alpha-page-view" hidden={page !== "preparations"}>
+                <DataPreparationPage active={page === "preparations"} />
+              </div>
               <div className="alpha-page-view" hidden={page !== "datasets"}>
                 <DatasetPage
                   onContext={setDatasetContext}
@@ -507,6 +519,7 @@ export default function App() {
             <ModelSettingsPanel />
             <WorkspacePreferences account={account} onChange={actionDone} />
           </SideSheet>
+          <SnapshotDialog action={aiAction} />
           <JobPanel
             visible={showJobs && !(viewport < 1440 && chatOpen)}
             chatOffset={chatOffset}
@@ -560,6 +573,8 @@ export default function App() {
                       : { page: "variants" as const },
                   alphas: alphaContext,
                   datasets: datasetContext,
+                  fields: { page: "fields" as const },
+                  preparations: { page: "preparations" as const },
                   backtests: backtestContext,
                   account: { page: "account" as const },
                   "mcp-keys": { page: "account" as const },

frontend/src/ai/types.ts

@@ -17,6 +17,8 @@ export type PageContext = {
     | "alphas"
     | "account"
     | "datasets"
+    | "fields"
+    | "preparations"
     | "backtests"
     | "operators"
     | "templates"
@@ -36,7 +38,7 @@ export type PageContext = {
   dataset_id?: string;
   field_id?: string;
   collection_version?: string;
-  template_input_id?: string;
+  input_snapshot_id?: string;
   unsaved_field_selection?: boolean;
   backtest_run_id?: string;
   backtest_preview_id?: string;

frontend/src/ai/workspace.ts

@@ -12,7 +12,7 @@ export function contextReferences(context: PageContext): ResearchReference[] {
     add("scope", "范围", `${scope.region}/${scope.universe}/D${scope.delay}`);
   add("dataset", "数据集", context.dataset_id);
   add("field", "字段", context.field_id);
-  add("input", "固定输入", context.template_input_id);
+  add("input", "固定输入", context.input_snapshot_id);
   add("version", "集合版本", context.collection_version);
   add("asset", "研究素材", context.research_asset_id);
   add("experiment", "实验", context.research_experiment_id);
@@ -29,7 +29,7 @@ export function researchPrompts(context: PageContext): string[] {
     case "datasets":
       return context.unsaved_field_selection
         ? ["解释当前数据集的字段和适用场景"]
-        : context.template_input_id
+        : context.input_snapshot_id
           ? [
               "分析这个固定输入中的字段，提出可验证的研究假设",
               "基于这个固定输入构建候选，并预览回测",
@@ -63,6 +63,8 @@ const contextLabels: Record<
   PageContext["page"],
   (context: PageContext) => string
 > = {
+  fields: () => "上下文：字段目录",
+  preparations: () => "上下文：数据准备",
   home: () => "上下文：首页看板",
   alphas: (context) =>
     `上下文：${context.alpha_id ? `Alpha ${context.alpha_id}` : "Alpha 列表"}${context.selected_ids?.length ? ` · 已选 ${context.selected_ids.length} 条` : ""}`,
@@ -78,7 +80,7 @@ const contextLabels: Record<
   account: () => "上下文：个人信息页",
   backtests: () => "上下文：回测研究",
   datasets: (context) =>
-    `上下文：${context.dataset_id ?? "数据目录"}${context.catalog_scope ? ` · ${context.catalog_scope.region}/${context.catalog_scope.universe}/D${context.catalog_scope.delay}` : ""}${context.template_input_id ? " · 固定研究输入" : context.unsaved_field_selection ? " · 请先保存字段选择" : ""}（不发送未保存备注）`,
+    `上下文：${context.dataset_id ?? "数据目录"}${context.catalog_scope ? ` · ${context.catalog_scope.region}/${context.catalog_scope.universe}/D${context.catalog_scope.delay}` : ""}${context.input_snapshot_id ? " · 固定研究输入" : context.unsaved_field_selection ? " · 请先保存字段选择" : ""}（不发送未保存备注）`,
 };
 
 export function contextLabel(context: PageContext): string {
@@ -103,7 +105,7 @@ const destinations: Record<UIAction["type"], Destination> = {
   open_experiment: { page: "templates", chat: "responsive" },
   open_variant: { page: "variants", chat: "responsive" },
   open_conversation: { chat: "open" },
-  open_research_input: { page: "datasets", chat: "close" },
+  open_research_input: { page: "preparations", chat: "close" },
   open_backtest: { page: "backtests", chat: "responsive" },
   open_backtest_preview: { page: "backtests", chat: "responsive" },
   open_alpha: { page: "alphas", chat: "responsive" },

frontend/src/api.ts

@@ -82,6 +82,7 @@ export const stateOptions = Object.entries(stateLabels).map(
   ([value, label]) => ({ value, label }),
 );
 export const jobLabels: Record<string, string> = {
+  catalog_full_sync: "全量同步数据目录与字段",
   catalog_sync: "同步数据集目录",
   field_sync: "同步数据字段",
   full_sync: "全量同步 Alpha",

frontend/src/backtests/BacktestPage.tsx

@@ -1,3 +1,8 @@
+import {
+  ResearchDataInput,
+  researchSelection,
+} from "../preparations/ResearchDataInput";
+import type { InputSnapshot } from "../research/workspaceTypes";
 import { useCallback, useEffect, useState } from "react";
 import {
   Banner,
@@ -70,6 +75,8 @@ export function BacktestPage({
   const [editor, setEditor] = useState(false);
   const [draft, setDraft] = useState<Draft | null>(null);
   const [name, setName] = useState("");
+  const [inputIds, setInputIds] = useState<string[]>([]);
+  const [inputs, setInputs] = useState<InputSnapshot[]>([]);
   const [source, setSource] = useState<Source>({ kind: "manual" });
   const [text, setText] = useState("");
   const [mode, setMode] = useState("lines");
@@ -215,6 +222,8 @@ export function BacktestPage({
     setDraft(null);
     setName("");
     setSource({ kind: "manual" });
+    setInputIds([]);
+    setInputs([]);
     setText("");
     setSettings(initialSettings);
     setMode("lines");
@@ -241,7 +250,7 @@ export function BacktestPage({
             }));
     if (!Array.isArray(candidates) || !candidates.length)
       throw new Error("请提供非空候选集合");
-    return { name, source, candidates };
+    return { name, source, candidates, ...researchSelection(inputIds, inputs) };
   }
   async function loadDraft(id: string) {
     setSettingsDraft(null);
@@ -249,6 +258,8 @@ export function BacktestPage({
     setDraft(d);
     setName(d.name);
     setSource(d.source);
+    setInputIds(d.source.input_snapshot_ids ?? []);
+    setInputs([]);
     setMode("json");
     setText(JSON.stringify(d.candidates, null, 2));
     setPreview(null);
@@ -600,6 +611,23 @@ export function BacktestPage({
                   maxLength={200}
                 />
               </label>
+              <ResearchDataInput
+                label="选择回测数据准备（可选）"
+                ids={inputIds}
+                inputs={inputs}
+                onChange={(ids, rows) => {
+                  setInputIds(ids);
+                  setInputs(rows);
+                  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,
+                    }));
+                }}
+              />
               <div className="backtest-form-grid">
                 <label>
                   来源

frontend/src/backtests/types.ts

@@ -39,7 +39,8 @@ export type Source = {
   kind: string;
   reference?: string | null;
   batch_id?: string | null;
-  template_input_id?: string | null;
+  input_snapshot_ids?: string[];
+  input_snapshot_id?: string | null;
   research_id?: string | null;
   parent_run_id?: string | null;
   hypothesis?: string | null;

frontend/src/components/AppSidebar.tsx

@@ -18,6 +18,13 @@ import type { WorkspacePage } from "../ai/workspace";
 const navigation = [
   { id: "home", label: "首页看板", icon: IconGridView, group: "概览" },
   { id: "datasets", label: "数据目录", icon: IconList, group: "数据与素材" },
+  { id: "fields", label: "字段目录", icon: IconList, group: "数据与素材" },
+  {
+    id: "preparations",
+    label: "数据准备",
+    icon: IconList,
+    group: "数据与素材",
+  },
   { id: "operators", label: "算子库", icon: IconList, group: "数据与素材" },
   {
     id: "templates",

frontend/src/components/JobPanel.tsx

@@ -93,6 +93,14 @@ export function JobPanel({
               {job.checkpoint.dates_completed} / {job.checkpoint.dates_total} 天
             </p>
           )}
+          {job.kind === "catalog_full_sync" && (
+            <p>
+              数据集 {String(job.checkpoint?.dataset_id ?? "目录")} · 已完成{" "}
+              {String(job.checkpoint?.datasets_completed ?? 0)} /{" "}
+              {String(job.checkpoint?.datasets_total ?? "待统计")}
+              {!!job.error && <span> · {job.error}</span>}
+            </p>
+          )}
           {job.kind === "pnl_backfill" && (
             <p className="muted">
               {job.total === 0

frontend/src/preparations/DataPreparationPage.tsx

@@ -0,0 +1,421 @@
+import { useEffect, useState } from "react";
+import {
+  Banner,
+  Button,
+  Input,
+  Modal,
+  Pagination,
+  Table,
+  TextArea,
+  Toast,
+  Tabs,
+  TabPane,
+} from "@douyinfe/semi-ui-19";
+import { api, patch, post, queryString, formatTime } from "../api";
+import {
+  type Page,
+  type Preparation,
+  type FieldRecord,
+  defaultScope,
+  fieldReference,
+  scopeKey,
+  scopeLabel,
+} from "./types";
+import { ScopeControls } from "./ScopeControls";
+import { FieldTable } from "./FieldTable";
+import { FieldBrowser } from "./FieldDirectory";
+import "./style.css";
+export function DataPreparationPage({ active }: { active: boolean }) {
+  const [data, setData] = useState<Page<Preparation>>({
+      items: [],
+      total: 0,
+      limit: 25,
+      offset: 0,
+    }),
+    [q, setQ] = useState(""),
+    [page, setPage] = useState(1),
+    [rev, setRev] = useState(0);
+  const [selected, setSelected] = useState<Record<string, Preparation>>({}),
+    [scope, setScope] = useState(defaultScope),
+    [scopeFilter, setScopeFilter] = useState(false);
+  const [detail, setDetail] = useState<Preparation | null>(null),
+    [creating, setCreating] = useState(false),
+    [name, setName] = useState(""),
+    [note, setNote] = useState("");
+  const [fields, setFields] = useState<Page<FieldRecord>>({
+      items: [],
+      total: 0,
+      limit: 25,
+      offset: 0,
+    }),
+    [fieldPage, setFieldPage] = useState(1),
+    [fieldQ, setFieldQ] = useState("");
+  const [fieldSelection, setFieldSelection] = useState<string[]>([]),
+    [adding, setAdding] = useState(false),
+    [tab, setTab] = useState("local");
+  const [error, setError] = useState(""),
+    [busy, setBusy] = useState(false),
+    [deleting, setDeleting] = useState<Preparation[]>([]);
+  useEffect(() => {
+    if (!active) return;
+    const c = new AbortController();
+    api<Page<Preparation>>(
+      `/data-preparations?${queryString({ q, offset: (page - 1) * 25, scope_key: scopeFilter ? scopeKey(scope) : undefined })}`,
+      { signal: c.signal },
+    )
+      .then((r) => {
+        setData(r);
+        setPage((p) => Math.min(p, Math.max(1, Math.ceil(r.total / 25))));
+      })
+      .catch((e) => {
+        if (!c.signal.aborted) setError(e.message);
+      });
+    return () => c.abort();
+  }, [active, q, page, rev, scopeFilter, scopeKey(scope)]);
+  useEffect(() => {
+    if (!detail) return;
+    const c = new AbortController();
+    api<Page<FieldRecord>>(
+      `/data-preparations/${detail.id}/fields?${queryString({ q: fieldQ, offset: (fieldPage - 1) * 25 })}`,
+      { signal: c.signal },
+    )
+      .then(setFields)
+      .catch((e) => {
+        if (!c.signal.aborted) setError(e.message);
+      });
+    return () => c.abort();
+  }, [detail, fieldQ, fieldPage]);
+  async function work(fn: () => Promise<void>) {
+    setBusy(true);
+    setError("");
+    try {
+      await fn();
+      setRev((v) => v + 1);
+    } catch (e) {
+      setError((e as Error).message);
+    } finally {
+      setBusy(false);
+    }
+  }
+  function open(row: Preparation) {
+    setDetail(row);
+    setName(row.name);
+    setNote(row.note);
+    setFieldQ("");
+    setFieldPage(1);
+    setFieldSelection([]);
+    setError("");
+  }
+  useEffect(() => {
+    if (!active) return;
+    const id = new URLSearchParams(location.hash.split("?")[1] ?? "").get("id");
+    if (id)
+      void work(async () =>
+        open(
+          await api<Preparation>(
+            `/data-preparations/${encodeURIComponent(id)}`,
+          ),
+        ),
+      );
+  }, [active]);
+  return (
+    <section className="preparation-page">
+      {error && <Banner type="danger" description={error} />}
+      <div className="preparation-tools">
+        <Input
+          aria-label="搜索准备集合"
+          placeholder="搜索名称或备注"
+          value={q}
+          onChange={(v) => {
+            setQ(v);
+            setPage(1);
+          }}
+        />
+        <Button
+          theme="solid"
+          onClick={() => {
+            setCreating(true);
+            setName("新数据准备集合");
+            setNote("");
+          }}
+        >
+          新建集合
+        </Button>
+        <Button
+          onClick={() => {
+            setScopeFilter((v) => !v);
+            setPage(1);
+          }}
+        >
+          {scopeFilter ? "全部范围" : "按范围筛选"}
+        </Button>
+        <Button
+          type="danger"
+          disabled={!Object.keys(selected).length}
+          onClick={() => setDeleting(Object.values(selected))}
+        >
+          删除所选
+        </Button>
+      </div>
+      {scopeFilter && (
+        <ScopeControls
+          local
+          value={scope}
+          onChange={(s) => {
+            setScope(s);
+            setPage(1);
+            setSelected({});
+          }}
+        />
+      )}
+      <Table<Preparation>
+        rowKey="id"
+        size="small"
+        dataSource={data.items}
+        pagination={false}
+        scroll={{ x: 1000, y: "100%" }}
+        rowSelection={{
+          selectedRowKeys: Object.keys(selected),
+          onChange: (keys) =>
+            setSelected((old) => {
+              const n: Record<string, Preparation> = {};
+              for (const k of keys ?? []) {
+                const r = data.items.find((x) => x.id === k) ?? old[k];
+                if (r) n[k] = r;
+              }
+              return n;
+            }),
+        }}
+        columns={[
+          {
+            title: "集合名称",
+            render: (_, r) => (
+              <Button theme="borderless" onClick={() => open(r)}>
+                {r.name}
+              </Button>
+            ),
+          },
+          { title: "范围", render: (_, r) => scopeLabel(r.scope) },
+          { title: "字段数", dataIndex: "field_count" },
+          { title: "数据集数", dataIndex: "dataset_count" },
+          { title: "更新时间", render: (_, r) => formatTime(r.updated_at) },
+          {
+            title: "操作",
+            render: (_, r) => (
+              <div className="preparation-tools">
+                <Button theme="borderless" onClick={() => open(r)}>
+                  查看
+                </Button>
+                <Button
+                  theme="borderless"
+                  disabled={busy}
+                  onClick={() =>
+                    void work(async () => {
+                      const copy = await post<Preparation>(
+                        `/data-preparations/${r.id}/copy`,
+                        { version: r.version },
+                      );
+                      open(copy);
+                    })
+                  }
+                >
+                  复制
+                </Button>
+                <Button
+                  theme="borderless"
+                  type="danger"
+                  onClick={() => setDeleting([r])}
+                >
+                  删除
+                </Button>
+              </div>
+            ),
+          },
+        ]}
+      />
+      <Pagination
+        currentPage={page}
+        total={data.total}
+        pageSize={25}
+        onPageChange={setPage}
+      />
+      <Modal
+        visible={creating && active}
+        title="新建数据准备集合"
+        closeOnEsc
+        onCancel={() => setCreating(false)}
+        confirmLoading={busy}
+        okButtonProps={{ disabled: !name.trim() || busy }}
+        onOk={() =>
+          work(async () => {
+            const row = await post<Preparation>("/data-preparations", {
+              name,
+              note,
+              scope,
+            });
+            setCreating(false);
+            open(row);
+          })
+        }
+      >
+        {error && <Banner type="danger" description={error} />}
+        <Input aria-label="集合名称" value={name} onChange={setName} />
+        <ScopeControls value={scope} onChange={setScope} />
+        <TextArea aria-label="集合备注" value={note} onChange={setNote} />
+      </Modal>
+      <Modal
+        visible={!!detail && active && !adding && !deleting.length}
+        title="数据准备详情"
+        width="min(1200px, 96vw)"
+        closeOnEsc
+        footer={null}
+        onCancel={() => setDetail(null)}
+      >
+        {detail && (
+          <div className="preparation-detail">
+            {error && <Banner type="danger" description={error} />}
+            <div>
+              {scopeLabel(detail.scope)} · v{detail.version} ·{" "}
+              {detail.field_count} 字段 / {detail.dataset_count} 数据集
+            </div>
+            <label>
+              集合名称
+              <Input aria-label="集合名称" value={name} onChange={setName} />
+            </label>
+            <label>
+              备注
+              <TextArea aria-label="集合备注" value={note} onChange={setNote} />
+            </label>
+            <div className="preparation-tools">
+              <Button
+                disabled={busy || !name.trim()}
+                onClick={() =>
+                  void work(async () =>
+                    setDetail(
+                      await patch(`/data-preparations/${detail.id}`, {
+                        version: detail.version,
+                        name,
+                        note,
+                      }),
+                    ),
+                  )
+                }
+              >
+                保存名称和备注
+              </Button>
+              <Button
+                disabled={busy}
+                onClick={() =>
+                  void work(async () =>
+                    open(await api(`/data-preparations/${detail.id}`)),
+                  )
+                }
+              >
+                重新载入
+              </Button>
+              <Button onClick={() => setAdding(true)}>添加字段</Button>
+              <Button
+                disabled={busy || !fieldSelection.length}
+                onClick={() =>
+                  void work(async () => {
+                    setDetail(
+                      await patch(`/data-preparations/${detail.id}/fields`, {
+                        version: detail.version,
+                        remove_ids: fieldSelection.map((k) => k.split("|")[1]),
+                      }),
+                    );
+                    setFieldSelection([]);
+                  })
+                }
+              >
+                移除所选字段
+              </Button>
+              <Input
+                aria-label="集合内搜索字段"
+                value={fieldQ}
+                placeholder="搜索字段名称、ID、描述"
+                onChange={(v) => {
+                  setFieldQ(v);
+                  setFieldPage(1);
+                }}
+              />
+            </div>
+            <FieldTable
+              items={fields.items}
+              selected={fieldSelection}
+              onSelect={setFieldSelection}
+            />
+            <Pagination
+              currentPage={fieldPage}
+              total={fields.total}
+              pageSize={25}
+              onPageChange={setFieldPage}
+            />
+          </div>
+        )}
+      </Modal>
+      <Modal
+        visible={adding && active}
+        title="添加同范围字段"
+        width="min(1250px,96vw)"
+        footer={null}
+        closeOnEsc
+        onCancel={() => setAdding(false)}
+      >
+        {error && <Banner type="danger" description={error} />}
+        <Tabs activeKey={tab} onChange={setTab} tabPaneMotion={false}>
+          {(["local", "worldquant"] as const).map((source) => (
+            <TabPane
+              key={source}
+              itemKey={source}
+              tab={source === "local" ? "本地同步" : "worldquant接口"}
+            >
+              {detail && (
+                <FieldBrowser
+                  active={adding && tab === source}
+                  source={source}
+                  fixedScope={detail.scope}
+                  onAdd={(chosen) =>
+                    void work(async () => {
+                      setDetail(
+                        await patch(`/data-preparations/${detail.id}/fields`, {
+                          version: detail.version,
+                          fields: chosen.map(fieldReference),
+                        }),
+                      );
+                      setAdding(false);
+                    })
+                  }
+                />
+              )}
+            </TabPane>
+          ))}
+        </Tabs>
+      </Modal>
+      <Modal
+        visible={!!deleting.length}
+        title="删除数据准备集合"
+        closeOnEsc
+        onCancel={() => setDeleting([])}
+        confirmLoading={busy}
+        okType="danger"
+        okText="删除"
+        onOk={() =>
+          work(async () => {
+            await post("/data-preparations/batch-delete", {
+              items: deleting.map((r) => ({ id: r.id, version: r.version })),
+            });
+            if (deleting.some((r) => r.id === detail?.id)) setDetail(null);
+            setDeleting([]);
+            setSelected({});
+            Toast.success("集合已删除，已有研究快照保留");
+          })
+        }
+      >
+        {error && <Banner type="danger" description={error} />}删除{" "}
+        {deleting.length} 个集合：{deleting.map((r) => r.name).join("、")}
+        。已创建的研究保留使用时的快照。
+      </Modal>
+    </section>
+  );
+}

frontend/src/preparations/DataPreparationPicker.tsx

@@ -0,0 +1,215 @@
+import { useEffect, useState } from "react";
+import {
+  Banner,
+  Button,
+  Input,
+  Modal,
+  Pagination,
+  Table,
+} from "@douyinfe/semi-ui-19";
+import { api, queryString } from "../api";
+import { FieldTable } from "./FieldTable";
+import {
+  type FieldRecord,
+  type Page,
+  type Preparation,
+  type PreparationRef,
+  type Scope,
+  scopeKey,
+  scopeLabel,
+} from "./types";
+export function DataPreparationPicker({
+  visible,
+  onCancel,
+  onConfirm,
+  scope,
+  multiple = true,
+  allowEmpty = false,
+}: {
+  visible: boolean;
+  onCancel: () => void;
+  onConfirm: (
+    refs: PreparationRef[],
+    rows: Preparation[],
+  ) => void | Promise<void>;
+  scope?: Scope;
+  multiple?: boolean;
+  allowEmpty?: boolean;
+}) {
+  const [q, setQ] = useState(""),
+    [page, setPage] = useState(1),
+    [data, setData] = useState<Page<Preparation>>({
+      items: [],
+      total: 0,
+      limit: 25,
+      offset: 0,
+    });
+  const [selected, setSelected] = useState<Record<string, Preparation>>({}),
+    [error, setError] = useState(""),
+    [busy, setBusy] = useState(false);
+  const [preview, setPreview] = useState<Preparation | null>(null),
+    [fields, setFields] = useState<FieldRecord[]>([]),
+    [fieldPage, setFieldPage] = useState(1);
+  useEffect(() => {
+    if (visible) {
+      setSelected({});
+      setPreview(null);
+      setError("");
+    }
+  }, [visible, scope && scopeKey(scope)]);
+  useEffect(() => {
+    if (!visible) return;
+    const c = new AbortController();
+    setBusy(true);
+    api<Page<Preparation>>(
+      `/data-preparations?${queryString({ q, limit: 25, offset: (page - 1) * 25, scope_key: scope ? scopeKey(scope) : undefined })}`,
+      { signal: c.signal },
+    )
+      .then(setData)
+      .catch((e) => {
+        if (!c.signal.aborted) setError(e.message);
+      })
+      .finally(() => {
+        if (!c.signal.aborted) setBusy(false);
+      });
+    return () => c.abort();
+  }, [visible, q, page, scope && scopeKey(scope)]);
+  useEffect(() => {
+    if (!preview) return;
+    const c = new AbortController();
+    setFields([]);
+    api<Page<FieldRecord>>(
+      `/data-preparations/${preview.id}/fields?limit=25&offset=${(fieldPage - 1) * 25}`,
+      { signal: c.signal },
+    )
+      .then((r) => setFields(r.items))
+      .catch((e) => {
+        if (!c.signal.aborted) setError(e.message);
+      });
+    return () => c.abort();
+  }, [preview, fieldPage]);
+  return (
+    <Modal
+      visible={visible}
+      title="选择数据准备集合"
+      width="min(1080px, 96vw)"
+      closeOnEsc
+      onCancel={onCancel}
+      confirmLoading={busy}
+      okText="选择"
+      okButtonProps={{
+        "aria-label": "选择",
+        disabled: !Object.keys(selected).length || busy,
+      }}
+      onOk={async () => {
+        setBusy(true);
+        try {
+          const rows = Object.values(selected);
+          await onConfirm(
+            rows.map((r) => ({ id: r.id, version: r.version })),
+            rows,
+          );
+        } catch (e) {
+          setError((e as Error).message);
+        } finally {
+          setBusy(false);
+        }
+      }}
+    >
+      {error && <Banner type="danger" description={error} />}
+      <div className="preparation-tools">
+        <Input
+          aria-label="搜索数据准备集合"
+          placeholder="搜索名称或备注"
+          value={q}
+          onChange={(v) => {
+            setQ(v);
+            setPage(1);
+          }}
+        />
+        <span>
+          {scope ? scopeLabel(scope) : "各集合保持各自范围"} · 已选{" "}
+          {Object.keys(selected).length}
+        </span>
+      </div>
+      <Table<Preparation>
+        rowKey="id"
+        dataSource={data.items}
+        size="small"
+        pagination={false}
+        loading={busy}
+        rowSelection={
+          multiple
+            ? {
+                selectedRowKeys: Object.keys(selected),
+                getCheckboxProps: (r) => ({
+                  disabled: !allowEmpty && !r.field_count,
+                }),
+                onChange: (keys) =>
+                  setSelected((old) => {
+                    const next: Record<string, Preparation> = {};
+                    for (const k of keys ?? []) {
+                      const row = data.items.find((r) => r.id === k) ?? old[k];
+                      if (row) next[k] = row;
+                    }
+                    return next;
+                  }),
+              }
+            : undefined
+        }
+        columns={[
+          {
+            title: "集合名称",
+            render: (_, r) => (
+              <Button
+                theme="borderless"
+                onClick={() => {
+                  setPreview(r);
+                  setFieldPage(1);
+                }}
+              >
+                {r.name}
+              </Button>
+            ),
+          },
+          { title: "范围", render: (_, r) => scopeLabel(r.scope) },
+          { title: "字段数", dataIndex: "field_count" },
+          { title: "数据集数", dataIndex: "dataset_count" },
+          ...(!multiple
+            ? [
+                {
+                  title: "操作",
+                  render: (_: unknown, r: Preparation) => (
+                    <Button
+                      disabled={!allowEmpty && !r.field_count}
+                      onClick={() => setSelected({ [r.id]: r })}
+                    >
+                      {selected[r.id] ? "已选择" : "选择"}
+                    </Button>
+                  ),
+                },
+              ]
+            : []),
+        ]}
+      />
+      <Pagination
+        currentPage={page}
+        total={data.total}
+        pageSize={25}
+        onPageChange={setPage}
+      />
+      {preview && (
+        <section>
+          <h4>{preview.name} · 字段预览</h4>
+          <FieldTable items={fields} />
+          <Pagination
+            currentPage={fieldPage}
+            total={preview.field_count}
+            pageSize={25}
+            onPageChange={setFieldPage}
+          />
+        </section>
+      )}
+    </Modal>
+  );
+}

frontend/src/preparations/FieldDirectory.tsx

@@ -0,0 +1,409 @@
+import { useEffect, useState } from "react";
+import {
+  Banner,
+  Button,
+  Input,
+  Modal,
+  Pagination,
+  TabPane,
+  Tabs,
+  Toast,
+} from "@douyinfe/semi-ui-19";
+import { api, patch, post, queryString } from "../api";
+import { ResearchSelect } from "../research/ResearchSelect";
+import { ScopeControls } from "./ScopeControls";
+import { DataPreparationPicker } from "./DataPreparationPicker";
+import { FieldTable } from "./FieldTable";
+import {
+  defaultScope,
+  fieldReference,
+  scopeKey,
+  scopeLabel,
+  type FieldRecord,
+  type Page,
+  type Preparation,
+  type Scope,
+} from "./types";
+import "./style.css";
+export function AddFieldsDialog({
+  fields,
+  onClose,
+  onDone,
+}: {
+  fields: FieldRecord[];
+  onClose: () => void;
+  onDone?: () => void;
+}) {
+  const [name, setName] = useState("新数据准备集合"),
+    [picker, setPicker] = useState(false),
+    [error, setError] = useState(""),
+    [busy, setBusy] = useState(false);
+  async function save(target?: Preparation) {
+    setBusy(true);
+    try {
+      const refs = fields.map(fieldReference);
+      const result = target
+        ? await patch<Preparation>(`/data-preparations/${target.id}/fields`, {
+            version: target.version,
+            fields: refs,
+          })
+        : await post<Preparation>("/data-preparations", {
+            name,
+            scope: fields[0].scope,
+            fields: refs,
+          });
+      Toast.success(`已加入 ${result.name}`);
+      onDone?.();
+      onClose();
+    } catch (e) {
+      setError((e as Error).message);
+    } finally {
+      setBusy(false);
+    }
+  }
+  return (
+    <>
+      <Modal
+        visible={!picker}
+        title="加入数据准备"
+        closeOnEsc
+        onCancel={onClose}
+        onOk={() => save()}
+        okText="新建集合并加入"
+        confirmLoading={busy}
+        okButtonProps={{
+          "aria-label": "新建集合并加入",
+          disabled: !name.trim() || busy,
+        }}
+      >
+        {error && <Banner type="danger" description={error} />}
+        <p>
+          {fields.length} 个字段 · {scopeLabel(fields[0].scope)}
+        </p>
+        <Input aria-label="新集合名称" value={name} onChange={setName} />
+        <Button theme="borderless" onClick={() => setPicker(true)}>
+          追加到现有集合
+        </Button>
+      </Modal>
+      <DataPreparationPicker
+        visible={picker}
+        onCancel={() => setPicker(false)}
+        scope={fields[0].scope}
+        multiple={false}
+        allowEmpty
+        onConfirm={async (_, rows) => {
+          await save(rows[0]);
+          setPicker(false);
+        }}
+      />
+    </>
+  );
+}
+export function FieldBrowser({
+  active = true,
+  source = "local",
+  fixedScope,
+  onAdd,
+  revision = "",
+}: {
+  active?: boolean;
+  source?: "local" | "worldquant";
+  fixedScope?: Scope;
+  onAdd?: (fields: FieldRecord[]) => void;
+  revision?: string;
+}) {
+  const [scope, setScope] = useState<Scope>(fixedScope ?? defaultScope),
+    [draft, setDraft] = useState<Record<string, string>>({}),
+    [filters, setFilters] = useState<Record<string, string>>({});
+  const [page, setPage] = useState(1),
+    [size, setSize] = useState(25),
+    [refresh, setRefresh] = useState(0),
+    [advanced, setAdvanced] = useState(false);
+  const [data, setData] = useState<Page<FieldRecord>>({
+      items: [],
+      total: 0,
+      limit: 25,
+      offset: 0,
+    }),
+    [selected, setSelected] = useState<Record<string, FieldRecord>>({});
+  const [error, setError] = useState(""),
+    [loading, setLoading] = useState(false),
+    [adding, setAdding] = useState(false);
+  const actual = fixedScope ?? scope,
+    key = scopeKey(actual);
+  useEffect(() => {
+    setSelected({});
+    setData({ items: [], total: 0, limit: 25, offset: 0 });
+    setPage(1);
+  }, [key]);
+  useEffect(() => {
+    if (!active) return;
+    const c = new AbortController();
+    setLoading(true);
+    setError("");
+    api<Page<FieldRecord>>(
+      `/catalog/${source === "local" ? "fields" : "worldquant/fields"}?${queryString({ ...actual, ...filters, limit: size, offset: (page - 1) * size })}`,
+      { signal: c.signal },
+    )
+      .then((r) => {
+        setData(r);
+        setSelected((old) => {
+          const next = { ...old };
+          for (const f of r.items) {
+            const k = `${f.dataset_id}|${f.id}`;
+            if (next[k]) next[k] = f;
+          }
+          return next;
+        });
+      })
+      .catch((e) => {
+        if (!c.signal.aborted) setError(e.message);
+      })
+      .finally(() => {
+        if (!c.signal.aborted) setLoading(false);
+      });
+    return () => c.abort();
+  }, [active, source, key, filters, page, size, refresh, revision]);
+  const update = (k: string, v: string) =>
+    setDraft((old) => ({ ...old, [k]: v }));
+  return (
+    <div className="preparation-fields">
+      {!fixedScope && (
+        <ScopeControls
+          value={scope}
+          onChange={setScope}
+          local={source === "local"}
+          active={active}
+          revision={revision}
+        />
+      )}
+      <div className="preparation-tools">
+        <Input
+          aria-label="搜索字段"
+          placeholder="字段 ID、名称或描述"
+          value={draft.q ?? ""}
+          onChange={(v) => update("q", v)}
+        />
+        <Input
+          aria-label="字段数据集"
+          placeholder="数据集 ID"
+          value={draft.dataset_id ?? ""}
+          onChange={(v) => update("dataset_id", v)}
+        />
+        <ResearchSelect
+          label="字段类型"
+          placeholder="全部类型"
+          showClear
+          value={draft.field_type || undefined}
+          optionList={["MATRIX", "VECTOR", "GROUP"].map((v) => ({
+            label: v,
+            value: v,
+          }))}
+          onChange={(v) => update("field_type", String(v ?? ""))}
+        />
+        <Button
+          onClick={() => {
+            setFilters({
+              ...draft,
+              synced_from: draft.synced_from
+                ? new Date(draft.synced_from).toISOString()
+                : "",
+              synced_to: draft.synced_to
+                ? new Date(draft.synced_to).toISOString()
+                : "",
+            });
+            setPage(1);
+            setRefresh((v) => v + 1);
+          }}
+        >
+          查询
+        </Button>
+        <Button onClick={() => setAdvanced((v) => !v)}>更多筛选</Button>
+        <Button
+          onClick={() => {
+            setDraft({});
+            setFilters({});
+            setPage(1);
+          }}
+        >
+          重置
+        </Button>
+      </div>
+      {advanced && (
+        <div className="preparation-filters">
+          {source === "local" &&
+            ["category", "subcategory"].map((k, i) => (
+              <label key={k}>
+                {i ? "子分类" : "分类"}
+                <Input
+                  aria-label={i ? "字段子分类" : "字段分类"}
+                  value={draft[k] ?? ""}
+                  onChange={(v) => update(k, v)}
+                />
+              </label>
+            ))}
+          {[
+            ["coverage", "覆盖率（0–1）"],
+            ["user_count", "用户数"],
+            ["alpha_count", "Alpha 数"],
+          ].flatMap(([k, label]) =>
+            ["min", "max"].map((suffix) => (
+              <label key={k + suffix}>
+                {label}{" "}
+                {source === "worldquant"
+                  ? suffix === "min"
+                    ? ">"
+                    : "<"
+                  : suffix === "min"
+                    ? "≥"
+                    : "≤"}
+                <Input
+                  type="number"
+                  aria-label={`${label}${suffix === "min" ? "下限" : "上限"}`}
+                  value={draft[k + "_" + suffix] ?? ""}
+                  onChange={(v) => update(k + "_" + suffix, v)}
+                />
+              </label>
+            )),
+          )}
+          {source === "local" && (
+            <>
+              <label>
+                同步起始时间
+                <input
+                  type="datetime-local"
+                  value={draft.synced_from ?? ""}
+                  onChange={(e) => update("synced_from", e.target.value)}
+                />
+              </label>
+              <label>
+                同步结束时间
+                <input
+                  type="datetime-local"
+                  value={draft.synced_to ?? ""}
+                  onChange={(e) => update("synced_to", e.target.value)}
+                />
+              </label>
+              <ResearchSelect
+                label="字段排序"
+                value={draft.sort ?? "id"}
+                optionList={[
+                  "id",
+                  "name",
+                  "dataset_id",
+                  "coverage",
+                  "user_count",
+                  "alpha_count",
+                  "synced_at",
+                ].map((v) => ({ value: v, label: v }))}
+                onChange={(v) => update("sort", String(v))}
+              />
+              <ResearchSelect
+                label="排序方向"
+                value={draft.direction ?? "asc"}
+                optionList={[
+                  { value: "asc", label: "升序" },
+                  { value: "desc", label: "降序" },
+                ]}
+                onChange={(v) => update("direction", String(v))}
+              />
+            </>
+          )}
+        </div>
+      )}
+      {error && <Banner type="danger" description={error} />}
+      <div className="preparation-tools">
+        <Button
+          theme="solid"
+          disabled={!Object.keys(selected).length || loading || !!error}
+          onClick={() =>
+            onAdd ? onAdd(Object.values(selected)) : setAdding(true)
+          }
+        >
+          加入数据准备
+        </Button>
+        <span>已选 {Object.keys(selected).length} 个字段 · 表头选择当前页</span>
+        {!!Object.keys(selected).length && (
+          <Button onClick={() => setSelected({})}>清空选择</Button>
+        )}
+      </div>
+      <FieldTable
+        items={data.items}
+        loading={loading}
+        selected={Object.keys(selected)}
+        onSelect={(ids) =>
+          setSelected((old) => {
+            const next: Record<string, FieldRecord> = {};
+            for (const id of ids) {
+              const f =
+                data.items.find((r) => `${r.dataset_id}|${r.id}` === id) ??
+                old[id];
+              if (f) next[id] = f;
+            }
+            return next;
+          })
+        }
+      />
+      <div className="preparation-tools">
+        <span>
+          {data.total_known === false
+            ? "平台未提供总数"
+            : `共 ${data.total} 个字段`}
+        </span>
+        <Pagination
+          currentPage={page}
+          pageSize={size}
+          total={data.total}
+          onPageChange={setPage}
+        />
+        <ResearchSelect
+          label="字段每页条数"
+          value={size}
+          optionList={[25, 50, 100].map((v) => ({
+            value: v,
+            label: `${v} 条/页`,
+          }))}
+          onChange={(v) => {
+            setSize(Number(v));
+            setPage(1);
+          }}
+        />
+      </div>
+      {adding && (
+        <AddFieldsDialog
+          fields={Object.values(selected)}
+          onClose={() => setAdding(false)}
+          onDone={() => setSelected({})}
+        />
+      )}
+    </div>
+  );
+}
+export function FieldDirectory({
+  active,
+  revision,
+}: {
+  active: boolean;
+  revision?: string;
+}) {
+  const [tab, setTab] = useState("worldquant");
+  return (
+    <section className="preparation-page">
+      <Tabs activeKey={tab} onChange={setTab} keepDOM tabPaneMotion={false}>
+        <TabPane tab="worldquant接口" itemKey="worldquant">
+          <FieldBrowser
+            active={active && tab === "worldquant"}
+            source="worldquant"
+            revision={revision}
+          />
+        </TabPane>
+        <TabPane tab="本地同步" itemKey="local">
+          <FieldBrowser
+            active={active && tab === "local"}
+            revision={revision}
+          />
+        </TabPane>
+      </Tabs>
+    </section>
+  );
+}

frontend/src/preparations/FieldTable.tsx

@@ -0,0 +1,94 @@
+import { Button, Table } from "@douyinfe/semi-ui-19";
+import type { ColumnProps } from "@douyinfe/semi-ui-19/lib/es/table/interface";
+import { displayValue, formatTime } from "../api";
+import type { FieldRecord } from "./types";
+export function FieldTable({
+  items,
+  loading = false,
+  selected,
+  onSelect,
+  onOpen,
+}: {
+  items: FieldRecord[];
+  loading?: boolean;
+  onOpen?: (field: FieldRecord) => void;
+  selected?: string[];
+  onSelect?: (ids: string[]) => void;
+}) {
+  const columns: ColumnProps<FieldRecord>[] = [
+    {
+      title: "字段",
+      dataIndex: "id",
+      width: 220,
+      render: (_, r) =>
+        onOpen ? (
+          <Button theme="borderless" onClick={() => onOpen(r)}>
+            {r.id}
+          </Button>
+        ) : (
+          r.id
+        ),
+    },
+    {
+      title: "数据集",
+      width: 200,
+      render: (_, r) => <span title={r.dataset_name}>{r.dataset_id}</span>,
+    },
+    {
+      title: "字段描述",
+      dataIndex: "description",
+      width: 340,
+      render: displayValue,
+    },
+    {
+      title: "类型",
+      dataIndex: "field_type",
+      width: 100,
+      render: displayValue,
+    },
+    {
+      title: "覆盖率",
+      width: 100,
+      render: (_, r) =>
+        r.coverage == null ? "未提供" : `${(r.coverage * 100).toFixed(1)}%`,
+    },
+    {
+      title: "用户数",
+      dataIndex: "user_count",
+      width: 90,
+      render: displayValue,
+    },
+    {
+      title: "Alpha 数",
+      dataIndex: "alpha_count",
+      width: 100,
+      render: displayValue,
+    },
+    {
+      title: "同步时间",
+      width: 170,
+      render: (_, r) => (r.synced_at ? formatTime(r.synced_at) : "在线查询"),
+    },
+  ];
+  return (
+    <Table<FieldRecord>
+      size="small"
+      className="preparation-table"
+      rowKey={(r) => `${r?.dataset_id}|${r?.id}`}
+      dataSource={items}
+      columns={columns}
+      loading={loading}
+      pagination={false}
+      scroll={{ x: 1420, y: 400 }}
+      rowSelection={
+        onSelect
+          ? {
+              selectedRowKeys: selected ?? [],
+              onChange: (keys) => onSelect((keys ?? []).map(String)),
+            }
+          : undefined
+      }
+      empty="暂无匹配字段"
+    />
+  );
+}

frontend/src/preparations/ResearchDataInput.tsx

@@ -0,0 +1,103 @@
+import { useEffect, useState } from "react";
+import { Banner, Button } from "@douyinfe/semi-ui-19";
+import { api } from "../api";
+import type { InputSnapshot } from "../research/workspaceTypes";
+import { DataPreparationPicker } from "./DataPreparationPicker";
+import { scopeLabel, type Scope } from "./types";
+import "./style.css";
+export function researchSelection(ids: string[], rows: InputSnapshot[]) {
+  const selected = rows.filter((r) => ids.includes(r.id));
+  return {
+    input_ids: ids.filter(
+      (id) => !selected.find((r) => r.id === id)?.preparation_ref,
+    ),
+    preparation_refs: selected.flatMap((r) =>
+      r.preparation_ref ? [r.preparation_ref] : [],
+    ),
+  };
+}
+export function ResearchDataInput({
+  ids,
+  inputs,
+  onChange,
+  scope,
+  multiple = true,
+  label = "选择数据准备",
+}: {
+  ids: string[];
+  inputs: InputSnapshot[];
+  onChange: (ids: string[], inputs: InputSnapshot[]) => void;
+  scope?: Scope;
+  multiple?: boolean;
+  label?: string;
+}) {
+  const [open, setOpen] = useState(false),
+    [error, setError] = useState("");
+  useEffect(() => {
+    const missing = ids.filter((id) => !inputs.some((r) => r.id === id));
+    if (!missing.length) return;
+    let live = true;
+    Promise.all(
+      missing.map((id) =>
+        api<InputSnapshot>(
+          `/research/input-snapshots/${encodeURIComponent(id)}`,
+        ),
+      ),
+    )
+      .then((rows) => {
+        if (live) onChange(ids, [...inputs, ...rows]);
+      })
+      .catch((e) => {
+        if (live) setError(e.message);
+      });
+    return () => {
+      live = false;
+    };
+  }, [ids.join("|"), inputs]);
+  return (
+    <div>
+      <div className="preparation-tools">
+        <Button aria-label={label} onClick={() => setOpen(true)}>
+          {label}
+        </Button>
+        {!!ids.length && (
+          <Button onClick={() => onChange([], inputs)}>清空选择</Button>
+        )}
+      </div>
+      {error && <Banner type="danger" description={error} />}
+      {inputs
+        .filter((r) => ids.includes(r.id))
+        .map((r) => (
+          <p key={r.id}>
+            {r.name} · {scopeLabel(r.scope)} · {r.field_ids.length} 字段
+            {r.preparation_ref
+              ? ` · v${r.preparation_ref.version}`
+              : " · 研究快照"}
+          </p>
+        ))}
+      <DataPreparationPicker
+        visible={open}
+        onCancel={() => setOpen(false)}
+        scope={scope}
+        multiple={multiple}
+        onConfirm={async (refs) => {
+          const rows = await Promise.all(
+            refs.map((r) =>
+              api<InputSnapshot>(
+                `/data-preparations/${r.id}/selection?version=${r.version}`,
+              ),
+            ),
+          );
+          onChange(
+            rows.map((r) => r.id),
+            [
+              ...inputs.filter((old) => !rows.some((r) => r.id === old.id)),
+              ...rows,
+            ],
+          );
+          setOpen(false);
+        }}
+      />
+    </div>
+  );
+}

frontend/src/preparations/ScopeControls.tsx

@@ -0,0 +1,132 @@
+import { useEffect, useState } from "react";
+import { Banner, Button } from "@douyinfe/semi-ui-19";
+import { api } from "../api";
+import { ResearchSelect } from "../research/ResearchSelect";
+import { type Scope } from "./types";
+type Option = Omit<Scope, "universe"> & { universes: string[] };
+export function ScopeControls({
+  value,
+  onChange,
+  local = false,
+  active = true,
+  revision: sourceRevision = "",
+}: {
+  value: Scope;
+  onChange: (s: Scope) => void;
+  local?: boolean;
+  active?: boolean;
+  revision?: string;
+}) {
+  const [rows, setRows] = useState<Option[]>([]),
+    [error, setError] = useState(""),
+    [revision, setRevision] = useState(0);
+  useEffect(() => {
+    if (!active) return;
+    const c = new AbortController();
+    api<{ instrument_options: Option[] }>(
+      local ? "/catalog/local-scopes" : "/catalog/scopes",
+      { signal: c.signal },
+    )
+      .then((r) => {
+        setRows(r.instrument_options);
+        setError("");
+      })
+      .catch((e) => {
+        if (!c.signal.aborted) setError(e.message);
+      });
+    return () => c.abort();
+  }, [local, revision, sourceRevision, active]);
+  function update(next: Scope) {
+    const row =
+      rows.find(
+        (r) =>
+          r.instrument_type === next.instrument_type &&
+          r.region === next.region &&
+          r.delay === next.delay,
+      ) ??
+      rows.find(
+        (r) =>
+          r.instrument_type === next.instrument_type &&
+          r.region === next.region,
+      ) ??
+      rows.find((r) => r.instrument_type === next.instrument_type) ??
+      rows[0];
+    onChange(
+      row
+        ? {
+            ...next,
+            instrument_type: row.instrument_type,
+            region: row.region,
+            delay: row.delay,
+            universe: row.universes.includes(next.universe)
+              ? next.universe
+              : row.universes[0],
+          }
+        : next,
+    );
+  }
+  const option = rows.find(
+    (r) =>
+      r.instrument_type === value.instrument_type &&
+      r.region === value.region &&
+      r.delay === value.delay,
+  );
+  return (
+    <>
+      <div className="preparation-tools">
+        {(["instrument_type", "region", "universe", "delay"] as const).map(
+          (key) => {
+            const values =
+              key === "universe"
+                ? (option?.universes ?? [value.universe])
+                : rows
+                    .filter(
+                      (r) =>
+                        key === "instrument_type" ||
+                        (r.instrument_type === value.instrument_type &&
+                          (key !== "delay" || r.region === value.region)),
+                    )
+                    .map((r) => r[key]);
+            return (
+              <ResearchSelect
+                key={key}
+                label={
+                  {
+                    instrument_type: "InstrumentType",
+                    region: "Region",
+                    universe: "Universe",
+                    delay: "Delay",
+                  }[key]
+                }
+                value={value[key]}
+                optionList={[...new Set([value[key], ...values])].map((v) => ({
+                  value: v,
+                  label: key === "delay" ? `Delay ${v}` : String(v),
+                }))}
+                onChange={(v) =>
+                  update({
+                    ...value,
+                    [key]: key === "delay" ? Number(v) : String(v),
+                  })
+                }
+              />
+            );
+          },
+        )}
+      </div>
+      {error && (
+        <Banner
+          type="warning"
+          description={
+            <>
+              {error}{" "}
+              <Button onClick={() => setRevision((v) => v + 1)}>
+                重试范围选项
+              </Button>
+            </>
+          }
+        />
+      )}
+    </>
+  );
+}

frontend/src/preparations/SnapshotDialog.tsx

@@ -0,0 +1,47 @@
+import { useEffect, useState } from "react";
+import { Banner, Modal } from "@douyinfe/semi-ui-19";
+import { api } from "../api";
+import type { UIAction } from "../ai/types";
+import type { InputSnapshot } from "../research/workspaceTypes";
+import { FieldTable } from "./FieldTable";
+import { scopeLabel } from "./types";
+export function SnapshotDialog({ action }: { action: UIAction | null }) {
+  const [snapshot, setSnapshot] = useState<InputSnapshot | null>(null),
+    [error, setError] = useState(""),
+    [open, setOpen] = useState(false);
+  useEffect(() => {
+    if (action?.type !== "open_research_input") return;
+    const c = new AbortController();
+    setOpen(true);
+    setSnapshot(null);
+    setError("");
+    api<InputSnapshot>(`/research/input-snapshots/${action.input_id}`, {
+      signal: c.signal,
+    })
+      .then(setSnapshot)
+      .catch((e) => {
+        if (!c.signal.aborted) setError(e.message);
+      });
+    return () => c.abort();
+  }, [action]);
+  return (
+    <Modal
+      visible={open}
+      title="研究输入快照"
+      width="min(1200px,96vw)"
+      closeOnEsc
+      footer={null}
+      onCancel={() => setOpen(false)}
+    >
+      {error && <Banner type="danger" description={error} />}
+      {snapshot && (
+        <>
+          <p>
+            {snapshot.name} · {scopeLabel(snapshot.scope)}
+          </p>
+          <FieldTable items={snapshot.fields} />
+        </>
+      )}
+    </Modal>
+  );
+}

frontend/src/preparations/style.css

@@ -0,0 +1,68 @@
+.preparation-page {
+  display: flex;
+  flex-direction: column;
+  gap: 12px;
+  height: 100%;
+  min-height: 0;
+  padding: 16px;
+  overflow: auto;
+  background: var(--semi-color-bg-0);
+}
+.preparation-tools {
+  display: flex;
+  align-items: center;
+  gap: 8px;
+  flex-wrap: wrap;
+  margin: 8px 0;
+}
+.preparation-tools > .semi-input-wrapper {
+  width: 240px;
+}
+.preparation-tools > .semi-select {
+  min-width: 130px;
+}
+.preparation-table {
+  min-height: 0;
+  width: 100%;
+}
+.preparation-tools .semi-button {
+  white-space: nowrap;
+}
+.preparation-fields {
+  display: flex;
+  flex-direction: column;
+  gap: 8px;
+  min-height: 0;
+}
+.preparation-filters {
+  display: grid;
+  grid-template-columns: repeat(auto-fit, minmax(160px, 1fr));
+  gap: 10px;
+  margin: 10px 0;
+}
+.preparation-filters label {
+  display: flex;
+  flex-direction: column;
+  gap: 4px;
+  font-size: 12px;
+  color: var(--semi-color-text-2);
+}
+.preparation-detail {
+  padding: 4px;
+  display: flex;
+  flex-direction: column;
+  gap: 12px;
+}
+.preparation-detail > label {
+  display: flex;
+  flex-direction: column;
+  gap: 6px;
+}
+@media (max-width: 700px) {
+  .preparation-page {
+    padding: 8px;
+  }
+  .preparation-tools > .semi-input-wrapper {
+    width: 100%;
+  }
+}

frontend/src/preparations/types.ts

@@ -0,0 +1,62 @@
+export type Scope = {
+  instrument_type: string;
+  region: string;
+  universe: string;
+  delay: number;
+};
+export const defaultScope: Scope = {
+  instrument_type: "EQUITY",
+  region: "USA",
+  universe: "TOP3000",
+  delay: 1,
+};
+export const scopeKey = (s: Scope) =>
+  `${s.instrument_type}|${s.region}|${s.universe}|${s.delay}`;
+export const scopeLabel = (s: Scope) =>
+  `${s.region} / ${s.universe} / Delay ${s.delay}`;
+export type FieldRecord = {
+  id: string;
+  field_id: string;
+  name: string | null;
+  description: string | null;
+  dataset_id: string;
+  dataset_name: string;
+  field_type: string | null;
+  scope: Scope;
+  source: "local" | "worldquant";
+  collection_version: string | null;
+  coverage: number | null;
+  user_count: number | null;
+  alpha_count: number | null;
+  category?: string | null;
+  subcategory?: string | null;
+  synced_at: string | null;
+  fetched_at: string;
+};
+export type Preparation = {
+  id: string;
+  name: string;
+  note: string;
+  scope: Scope;
+  version: number;
+  field_count: number;
+  dataset_count: number;
+  created_at: string;
+  updated_at: string;
+};
+export type PreparationRef = { id: string; version: number };
+export type Page<T> = {
+  items: T[];
+  total: number;
+  limit: number;
+  offset: number;
+  has_more?: boolean;
+  total_known?: boolean;
+};
+export const fieldReference = (f: FieldRecord) => ({
+  field_id: f.id,
+  dataset_id: f.dataset_id,
+  scope: f.scope,
+  source: f.source,
+  collection_version: f.collection_version,
+});

frontend/src/research/ExperimentView.tsx

@@ -222,7 +222,7 @@ export function ExperimentView({
               })
             }
           >
-            {input.dataset_id} · {input.scope.region}/{input.scope.universe}/D
+            {input.name} · {input.scope.region}/{input.scope.universe}/D
             {input.scope.delay}
           </Button>
         ))}

frontend/src/research/FeaturesPage.tsx

@@ -1,3 +1,7 @@
+import {
+  ResearchDataInput,
+  researchSelection,
+} from "../preparations/ResearchDataInput";
 import { ResearchList, ResearchDetail } from "./ResearchList";
 import { useEffect, useRef, useState } from "react";
 import {
@@ -66,9 +70,7 @@ export function FeaturesPage({
         `/research/assets?kind=feature&q=${encodeURIComponent(q)}&offset=${(page - 1) * 25}`,
         { signal: controller.signal },
       ),
-      api<{ items: InputSnapshot[] }>("/research/inputs", {
-        signal: controller.signal,
-      }),
+      Promise.resolve({ items: inputs }),
     ])
       .then(([list, fixed]) => {
         setItems(list.items);
@@ -128,7 +130,7 @@ export function FeaturesPage({
         body: JSON.stringify({
           kind: "feature",
           version: asset?.version,
-          content: draft,
+          content: { ...draft, ...researchSelection(draft.input_ids, inputs) },
         }),
       },
     );
@@ -317,7 +319,7 @@ export function FeaturesPage({
                 .filter((i) => draft.input_ids.includes(i.id))
                 .map((i) => ({
                   id: i.id,
-                  name: `${i.dataset_id} · ${i.scope.region}/${i.scope.universe}/D${i.scope.delay} · ${i.field_ids.length} 字段 · ${i.id}`,
+                  name: `${i.name} · ${i.scope.region}/${i.scope.universe}/D${i.scope.delay} · ${i.field_ids.length} 字段 · ${i.id}`,
                 }))}
               disabled={!!busy}
               busy={busy === "generate"}
@@ -330,7 +332,7 @@ export function FeaturesPage({
                     await post<FeatureAsset>("/research/generate", {
                       name: draft.name,
                       hypothesis: draft.hypothesis,
-                      input_ids: draft.input_ids,
+                      ...researchSelection(draft.input_ids, inputs),
                       method: "feature",
                     }),
                   );
@@ -347,23 +349,21 @@ export function FeaturesPage({
           </section>
           <label>
             固定输入
-            <ResearchSelect
-              label="特征固定输入"
-              multiple
-              filter
-              value={draft.input_ids}
-              optionList={inputs.map((i) => ({
-                value: i.id,
-                label: `${i.dataset_id} · ${i.scope.region}/${i.scope.universe}/D${i.scope.delay} · ${i.field_ids.length} 字段 · ${i.id.slice(0, 8)}`,
-              }))}
-              onChange={(v) => setDraft({ ...draft, input_ids: v as string[] })}
+            <ResearchDataInput
+              label="选择特征数据准备"
+              ids={draft.input_ids}
+              inputs={inputs}
+              onChange={(ids, rows) => {
+                setInputs(rows);
+                setDraft({ ...draft, input_ids: ids });
+              }}
             />
           </label>
           {inputs
             .filter((i) => draft.input_ids.includes(i.id))
             .map((i) => (
               <details key={i.id}>
-                <summary>{i.dataset_id} 的固定字段</summary>
+                <summary>{i.name} 的固定字段</summary>
                 <p className="muted">{i.field_ids.join("、")}</p>
               </details>
             ))}

frontend/src/research/FlowLaunchForm.tsx

@@ -1,3 +1,7 @@
+import {
+  ResearchDataInput,
+  researchSelection,
+} from "../preparations/ResearchDataInput";
 import { useEffect, useState } from "react";
 import {
   Banner,
@@ -54,7 +58,7 @@ export function FlowLaunchForm({
   useEffect(() => {
     const c = new AbortController();
     Promise.all([
-      api<{ items: InputSnapshot[] }>("/research/inputs", { signal: c.signal }),
+      Promise.resolve({ items: inputs }),
       api<{ items: Asset[] }>("/research/assets?kind=template&limit=100", {
         signal: c.signal,
       }),
@@ -73,7 +77,7 @@ export function FlowLaunchForm({
     setConfirmation({
       request_id: crypto.randomUUID(),
       name,
-      input_ids: ids,
+      ...researchSelection(ids, inputs),
       hypothesis,
       settings,
       budget,
@@ -133,22 +137,17 @@ export function FlowLaunchForm({
       </label>
       <label>
         固定数据范围
-        <ResearchSelect
-          label="自动研究固定输入"
-          multiple
-          filter
-          value={ids}
-          optionList={inputs.map((i) => ({
-            value: i.id,
-            label: `${i.dataset_id} · ${i.scope.region}/${i.scope.universe}/D${i.scope.delay} · ${i.id.slice(0, 8)}`,
-          }))}
-          onChange={(v) => {
-            const next = v as string[];
-            setIds(next);
-            const first = inputs.find((i) => i.id === next[0]);
+        <ResearchDataInput
+          label="选择研究数据准备"
+          ids={ids}
+          inputs={inputs}
+          onChange={(ids, rows) => {
+            setInputs(rows);
+            setIds(ids);
+            const first = rows.find((r) => r.id === ids[0]);
             if (first)
-              setSettings((s) => ({
-                ...s,
+              setSettings((old) => ({
+                ...old,
                 region: first.scope.region,
                 universe: first.scope.universe,
                 delay: first.scope.delay,
@@ -290,8 +289,10 @@ export function FlowLaunchForm({
               </p>
             )}
             <p>
-              {confirmation.input_ids.length} 个固定输入 · {settings.region}/
-              {settings.universe}/D{settings.delay}
+              {confirmation.input_ids.length +
+                (confirmation.preparation_refs?.length ?? 0)}{" "}
+              个固定输入 · {settings.region}/{settings.universe}/D
+              {settings.delay}
             </p>
             <ul>
               {confirmation.input_ids.map((id) => {
@@ -299,7 +300,7 @@ export function FlowLaunchForm({
                 return (
                   <li key={id}>
                     {input
-                      ? `${input.dataset_id} · ${input.scope.region}/${input.scope.universe}/D${input.scope.delay}`
+                      ? `${input.name} · ${input.scope.region}/${input.scope.universe}/D${input.scope.delay}`
                       : id}{" "}
                     · {id.slice(0, 8)}
                   </li>
@@ -315,7 +316,9 @@ export function FlowLaunchForm({
             {confirmation.template_id && (
               <p>
                 初始模板：
-                {templates.find((t) => t.id === confirmation.template_id)?.name}{" "}
+                {
+                  templates.find((t) => t.id === confirmation.template_id)?.name
+                }{" "}
                 · v{confirmation.template_version}
               </p>
             )}

frontend/src/research/ResearchWorkspace.tsx

@@ -1,3 +1,7 @@
+import {
+  ResearchDataInput,
+  researchSelection,
+} from "../preparations/ResearchDataInput";
 import { ResearchList, ResearchDetail } from "./ResearchList";
 import { ResearchSelect } from "./ResearchSelect";
 import { useEffect, useRef, useState } from "react";
@@ -101,7 +105,7 @@ export function ResearchWorkspace({
       api<{ items: Asset[]; total: number }>(
         `/research/assets?kind=template&limit=25&offset=${assetPage * 25}&q=${encodeURIComponent(search)}`,
       ),
-      api<{ items: InputSnapshot[] }>("/research/inputs"),
+      Promise.resolve({ items: inputs }),
       api<{ items: typeof history; total: number }>(
         `/research/experiments?limit=25&offset=${historyPage * 25}`,
       ),
@@ -129,7 +133,11 @@ export function ResearchWorkspace({
         research_asset_id: asset?.id,
         research_experiment_id: experiment?.id,
         alpha_id: parent.split(/[,，\s]+/)[0] || undefined,
-        template_input_id: inputIds.length === 1 ? inputIds[0] : undefined,
+        input_snapshot_id:
+          inputIds.length === 1 &&
+          !inputs.find((i) => i.id === inputIds[0])?.preparation_ref
+            ? inputIds[0]
+            : undefined,
       });
   }, [active, page, asset?.id, experiment?.id, parent, inputIds, onContext]);
   useEffect(() => {
@@ -180,17 +188,6 @@ export function ResearchWorkspace({
       setMethod("structure");
     }
   }, [active, action]);
-  function selectInputs(ids: string[]) {
-    setInputIds(ids);
-    const first = inputs.find((item) => item.id === ids[0]);
-    if (first)
-      setSettings((old) => ({
-        ...old,
-        region: first.scope.region,
-        universe: first.scope.universe,
-        delay: first.scope.delay,
-      }));
-  }
   async function refreshSettings() {
     const data = await post<{
       content: {
@@ -236,7 +233,7 @@ export function ResearchWorkspace({
     const next = await post<Asset>("/research/generate", {
       name: template.name,
       hypothesis,
-      input_ids: inputIds,
+      ...researchSelection(inputIds, inputs),
       parent_alpha_ids: parent ? parent.split(/[,，\s]+/).filter(Boolean) : [],
       method: page === "variants" ? "structure" : "template",
     });
@@ -274,7 +271,7 @@ export function ResearchWorkspace({
     const next = await post<Experiment>("/research/experiments", {
       asset_id: asset!.id,
       version: asset!.version,
-      input_ids: inputIds,
+      ...researchSelection(inputIds, inputs),
       hypothesis,
       settings,
       mode,
@@ -580,20 +577,26 @@ export function ResearchWorkspace({
               )}
               <label>
                 固定研究输入
-                <ResearchSelect
-                  multiple
-                  filter
-                  label="固定研究输入"
-                  value={inputIds}
-                  optionList={inputs.map((input) => ({
-                    value: input.id,
-                    label: `${input.dataset_id} · ${input.scope.region}/${input.scope.universe}/D${input.scope.delay} · ${input.field_ids.length} 字段 · ${input.id.slice(0, 8)}`,
-                  }))}
-                  onChange={(value) => selectInputs(value as string[])}
+                <ResearchDataInput
+                  label="选择数据准备"
+                  ids={inputIds}
+                  inputs={inputs}
+                  onChange={(ids, rows) => {
+                    setInputs(rows);
+                    setInputIds(ids);
+                    const first = rows.find((r) => r.id === ids[0]);
+                    if (first)
+                      setSettings((old) => ({
+                        ...old,
+                        region: first.scope.region,
+                        universe: first.scope.universe,
+                        delay: first.scope.delay,
+                      }));
+                  }}
                 />
               </label>
               <p className="research-hint">
-                在数据目录中保存字段选择。跨数据集分别关联输入，跨市场使用目标范围的独立输入。
+                从数据准备选择集合；每个集合可包含同范围下多个数据集的字段。
               </p>
               {page === "variants" && method === "settings" ? (
                 <label>
@@ -624,7 +627,7 @@ export function ResearchWorkspace({
                     references={[
                       ...selectedInputs.map((input) => ({
                         id: input.id,
-                        name: `${input.dataset_id} · ${input.scope.region}/${input.scope.universe}/D${input.scope.delay} · ${input.field_ids.length} 字段 · ${input.id}`,
+                        name: `${input.name} · ${input.scope.region}/${input.scope.universe}/D${input.scope.delay} · ${input.field_ids.length} 字段 · ${input.id}`,
                       })),
                       ...(page === "variants" && parent
                         ? [
@@ -857,7 +860,7 @@ export function ResearchWorkspace({
                       setExperiment(
                         await post("/research/variants/settings", {
                           alpha_id: parent,
-                          input_ids: inputIds,
+                          ...researchSelection(inputIds, inputs),
                           ...(hypothesis ? { hypothesis } : {}),
                         }),
                       );

frontend/src/research/SourceDetails.tsx

@@ -62,19 +62,28 @@ export function SourceDetails({
             打开研究会话
           </Button>
         )}
-        {source.template_input_id && (
+        {[
+          ...new Set([
+            ...(source.input_snapshot_ids ?? []),
+            ...(source.input_snapshot_id ? [source.input_snapshot_id] : []),
+          ]),
+        ].map((id, index) => (
           <Button
+            key={id}
             onClick={() =>
               onAction({
                 type: "open_research_input",
-                input_id: source.template_input_id!,
+                input_id: id,
                 nonce: Date.now(),
               })
             }
           >
             查看研究输入
+            {(source.input_snapshot_ids?.length ?? 0) > 1
+              ? ` ${index + 1}`
+              : ""}
           </Button>
-        )}
+        ))}
         {source.parent_run_id && (
           <Button
             onClick={() =>

frontend/src/research/flowTypes.ts

@@ -21,6 +21,7 @@ export type FlowLaunch = {
   request_id: string;
   name: string;
   input_ids: string[];
+  preparation_refs?: { id: string; version: number }[];
   hypothesis: string;
   settings: SimulationSettings;
   budget: Budget;

frontend/src/research/workspaceTypes.ts

@@ -1,3 +1,4 @@
+import type { FieldRecord, PreparationRef } from "../preparations/types";
 import type { Candidate } from "../backtests/types";
 export type Variable = {
   kind:
@@ -43,10 +44,14 @@ export type InputSnapshot = {
     universe: string;
     delay: 0 | 1;
   };
-  dataset_id: string;
+  name: string;
+  dataset_ids: string[];
+  fields: FieldRecord[];
+  preparation_ref?: PreparationRef;
   field_ids: string[];
   field_types: Record<string, string>;
-  collection_version: string;
+  preparation_id?: string;
+  preparation_version?: number;
   created_at: string;
 };
 export type ResearchCandidate = Candidate & {

frontend/src/types.ts

@@ -139,6 +139,9 @@ export type Job = {
   };
   checkpoint: {
     date?: string;
+    dataset_id?: string;
+    datasets_completed?: number;
+    datasets_total?: number;
     dates_completed?: number;
     dates_total?: number;
     alpha_id?: string;

frontend/tests/dataset.spec.ts

@@ -1,14 +1,12 @@
 import { test, expect, type Page } from "@playwright/test";
+import { choosePreparation } from "./preparation-helpers";
+const headers = { "X-WQ-Request": "1" };
 const scope = {
   instrument_type: "EQUITY",
   region: "USA",
   universe: "TOP3000",
   delay: 1,
 };
-const query = new URLSearchParams(
-  Object.entries(scope).map(([k, v]) => [k, String(v)]),
-).toString();
-const headers = { "X-WQ-Request": "1" };
 async function setup(page: Page) {
   await page.goto("/#datasets");
   await page.getByLabel("密码", { exact: true }).fill("browser-test-password");
@@ -20,273 +18,132 @@ async function setup(page: Page) {
     headers,
     data: { email: "test@example.com", password: "synthetic-only" },
   });
-  const connect = await (
+  const job = await (
     await page.request.post("/api/v1/account/connect", { headers })
   ).json();
   await expect
     .poll(
       async () =>
-        (
-          await (
-            await page.request.get(`/api/v1/sync-jobs/${connect.id}`)
-          ).json()
-        ).status,
+        (await (await page.request.get(`/api/v1/sync-jobs/${job.id}`)).json())
+          .status,
     )
     .toBe("completed");
-  await page.getByRole("button", { name: "同步目录", exact: true }).click();
+  await page.reload();
+}
+async function sync(page: Page, dataset_id: string | null) {
+  const job = await (
+    await page.request.post("/api/v1/catalog/sync-jobs", {
+      headers,
+      data: { scope, dataset_id },
+    })
+  ).json();
+  await expect
+    .poll(
+      async () =>
+        (await (await page.request.get(`/api/v1/sync-jobs/${job.id}`)).json())
+          .status,
+    )
+    .toBe("completed");
+}
+test("数据集完整同步、使用、集合编辑与研究选择", async ({ page }) => {
+  const errors: string[] = [];
+  page.on("pageerror", (e) => errors.push(e.message));
+  await setup(page);
+  await sync(page, null);
+  await page.reload();
+  const row = page.getByRole("row").filter({ hasText: "TEST 财务报表" });
+  await expect(
+    row.getByRole("button", { name: "使用", exact: true }),
+  ).toBeDisabled();
+  await row.getByRole("button", { name: "同步", exact: true }).click();
   await expect
     .poll(
       async () =>
         (
           await (
-            await page.request.get(`/api/v1/catalog/datasets?${query}`)
+            await page.request.get(
+              "/api/v1/catalog/datasets/TEST_FIN?region=USA&universe=TOP3000&delay=1",
+            )
           ).json()
-        ).total,
+        ).complete_count,
     )
-    .toBe(3);
+    .toBe(123);
   await page.keyboard.press("Escape");
-  await expect(
-    page.getByRole("button", { name: "TEST 财务报表", exact: true }),
-  ).toBeVisible();
-}
-async function openFields(page: Page) {
-  await page
-    .getByRole("row")
-    .filter({ hasText: "TEST 财务报表" })
-    .getByRole("button", { name: "查看字段", exact: true })
-    .click();
-  const sync = page
-    .getByRole("dialog", { name: "数据字段", exact: true })
-    .getByRole("button", { name: "同步全部字段", exact: true });
-  if (await sync.isVisible()) {
-    await sync.click();
-    await expect
-      .poll(
-        async () =>
-          (
-            await (
-              await page.request.get(
-                `/api/v1/catalog/datasets/TEST_FIN/fields?${query}`,
-              )
-            ).json()
-          ).complete_count,
-      )
-      .toBe(123);
-    await page.keyboard.press("Escape");
-  }
-}
-
-test("目录筛选、双层详情、完整输入、排除、备注与刷新", async ({ page }) => {
-  const errors: string[] = [];
-  page.on("pageerror", (e) => errors.push(e.message));
-  await page.setViewportSize({ width: 1440, height: 1000 });
-  await setup(page);
-  await page.getByLabel("分类", { exact: true }).click();
-  await page.getByRole("option", { name: /基本面/ }).click();
-  await page.getByLabel("子分类", { exact: true }).click();
-  await page.getByRole("option", { name: /财务报表/ }).click();
-  await openFields(page);
-  const fields = page.getByRole("dialog", { name: "数据字段", exact: true });
-  await expect(fields).toBeVisible();
-  await expect(fields).toContainText("全部 123 个字段");
-  expect((await fields.boundingBox())!.width).toBeCloseTo(864, 0);
-  await page.getByLabel("搜索字段").fill("字段 12");
-  await expect(fields.getByRole("button", { name: /TEST 字段/ })).toHaveCount(
-    3,
-  );
-  await page
-    .getByRole("button", { name: "TEST 字段 122", exact: true })
-    .click();
-  const detail = page.getByRole("dialog", { name: "字段详情", exact: true });
-  await expect(detail).toContainText("FUTURE_TYPE");
-  expect((await detail.boundingBox())!.width).toBeCloseTo(864, 0);
-  await page.getByLabel("研究备注", { exact: true }).fill("保留字段研究假设");
-  await page.getByRole("button", { name: "保存备注", exact: true }).click();
-  await expect(page.getByText("研究备注已保存")).toBeVisible();
-  await page.keyboard.press("Escape");
-  await expect(detail).not.toBeVisible();
-  await expect(page.getByLabel("搜索字段")).toHaveValue("字段 12");
-  await expect(
-    page.getByRole("button", { name: "TEST 字段 122", exact: true }),
-  ).toBeFocused();
-  await page
-    .getByRole("button", { name: "用于 Alpha 模板", exact: true })
-    .click();
-  await page.getByRole("button", { name: "保存输入草稿", exact: true }).click();
-  await expect(
-    page.getByRole("heading", { name: "输入草稿已保存" }),
-  ).toBeVisible();
-  expect(
-    (
-      await (await page.request.get(`/api/v1/catalog/inputs?${query}`)).json()
-    )[0].field_ids,
-  ).toHaveLength(123);
-  await page.keyboard.press("Escape");
-  await page
-    .getByRole("checkbox", { name: "选择TEST 字段 122", exact: true })
-    .press("Space");
-  await page.getByRole("button", { name: "覆盖率排序" }).click();
-  await expect(fields).toContainText("122 / 123 个字段");
-  await page
-    .getByRole("button", { name: "用于 Alpha 模板", exact: true })
-    .click();
-  await page.getByRole("button", { name: "保存输入草稿", exact: true }).click();
-  await expect(
-    page.getByRole("heading", { name: "输入草稿已保存" }),
-  ).toBeVisible();
-  const subset = (
-    await (await page.request.get(`/api/v1/catalog/inputs?${query}`)).json()
-  )[0];
-  expect(subset.field_ids).toHaveLength(122);
-  expect(subset.field_ids).not.toContain("TEST_FIN_122");
-  await page.keyboard.press("Escape");
-  await page.getByRole("button", { name: "恢复全选" }).click();
-  await page
-    .getByRole("checkbox", { name: "选择本数据集全部字段" })
-    .press("Space");
-  await expect(
-    page.getByRole("button", { name: "用于 Alpha 模板", exact: true }),
-  ).toBeDisabled();
-  await page.getByRole("button", { name: "恢复全选" }).click();
-  await page
-    .getByRole("button", { name: "TEST 字段 122", exact: true })
-    .click();
-  await expect(page.getByLabel("研究备注", { exact: true })).toHaveValue(
-    "保留字段研究假设",
-  );
-  await page.screenshot({ path: "../output/playwright/dataset-desktop.png" });
-  await page.keyboard.press("Escape");
-  await page.keyboard.press("Escape");
-  await expect(page.getByLabel("分类", { exact: true })).toContainText(
-    "基本面",
-  );
   await page.reload();
+  await row.getByRole("button", { name: "查看", exact: true }).click();
+  const detail = page.getByRole("dialog", {
+    name: "TEST 财务报表",
+    exact: true,
+  });
+  await expect(detail).toContainText("TEST_FIN_001");
+  await detail.getByLabel("研究备注").fill("验证备注");
+  await detail.getByRole("button", { name: "保存备注", exact: true }).click();
+  await page.keyboard.press("Escape");
+  await row.getByRole("button", { name: "使用", exact: true }).click();
+  await page.getByRole("link", { name: "打开数据准备" }).click();
+  const prep = page.getByRole("dialog", { name: "数据准备详情", exact: true });
+  await expect(prep).toContainText("123 字段 / 1 数据集");
+  await prep.getByLabel("集合名称", { exact: true }).fill("浏览器准备集合");
+  await prep.getByRole("button", { name: "保存名称和备注" }).click();
+  await expect(prep).toContainText("v2");
+  await prep
+    .getByRole("row")
+    .filter({ hasText: "TEST_FIN_000" })
+    .locator("span.semi-checkbox")
+    .click();
+  await prep.getByRole("button", { name: "移除所选字段" }).click();
+  await expect(prep).toContainText("122 字段");
+  await page.keyboard.press("Escape");
+  await page
+    .getByRole("navigation", { name: "主导航" })
+    .getByRole("button", { name: "特征工程", exact: true })
+    .click();
+  await page.getByRole("button", { name: "新建特征方案", exact: true }).click();
+  await choosePreparation(page, "浏览器准备集合", "选择特征数据准备");
   await expect(
-    page.getByRole("button", { name: "已保存输入 (2)" }),
+    page.locator("p").filter({ hasText: /浏览器准备集合 ·.*122 字段/ }),
   ).toBeVisible();
   expect(errors).toEqual([]);
 });
-
-test("窄屏抽屉、键盘隔离和研究范围切换", async ({ page }) => {
-  await page.setViewportSize({ width: 390, height: 844 });
+test("在线字段跨页多选直接准备，本地只展示完整同步字段", async ({ page }) => {
   await setup(page);
-  await openFields(page);
-  const fields = page.getByRole("dialog", { name: "数据字段", exact: true });
-  await expect(fields).toBeVisible();
-  expect((await fields.boundingBox())!.width).toBeCloseTo(234, 0);
   await page
-    .getByRole("button", { name: "TEST 字段 000", exact: true })
+    .getByRole("navigation", { name: "主导航" })
+    .getByRole("button", { name: "字段目录", exact: true })
     .click();
-  await expect(
-    page.getByRole("dialog", { name: "字段详情", exact: true }),
-  ).toBeVisible();
-  await page.keyboard.press("Escape");
-  await expect(fields).toBeVisible();
-  expect(
-    await page.evaluate(
-      () => document.documentElement.scrollWidth <= innerWidth,
-    ),
-  ).toBe(true);
-  await page.screenshot({ path: "../output/playwright/dataset-mobile.png" });
-  await page.keyboard.press("Escape");
-  await page.getByLabel("Region", { exact: true }).click();
-  await page.getByRole("option", { name: /CHN/ }).click();
-  await expect(page.getByLabel("Universe", { exact: true })).toContainText(
-    "TOP2000",
-  );
-  await expect(
-    page.getByRole("button", { name: "用于 Alpha 模板", exact: true }),
-  ).toBeDisabled();
-});
-
-test("非首页排除、聊天暂存详情、遮罩逐层关闭和多尺寸", async ({ page }) => {
-  const errors: string[] = [];
-  page.on("pageerror", (e) => errors.push(e.message));
-  await page.setViewportSize({ width: 1280, height: 900 });
-  await setup(page);
-  await openFields(page);
-  const fields = page.getByRole("dialog", { name: "数据字段", exact: true });
-  await fields.getByRole("button", { name: "Next", exact: true }).click();
-  await expect(
-    page.getByRole("button", { name: "TEST 字段 025", exact: true }),
-  ).toBeVisible();
-  await page
-    .getByRole("checkbox", { name: "选择TEST 字段 025", exact: true })
-    .press("Space");
-  await page.getByLabel("搜索字段").fill("字段 12");
-  await expect(fields).toContainText("122 / 123 个字段");
-  await page.getByLabel("字段类型", { exact: true }).click();
-  await page.getByRole("option", { name: /VECTOR/ }).click();
-  await expect(
-    page.getByRole("button", { name: "TEST 字段 120", exact: true }),
-  ).toBeVisible();
-  await page
-    .getByRole("button", { name: "TEST 字段 120", exact: true })
+  const online = page.getByRole("tabpanel", { name: "worldquant接口" });
+  await expect(online.getByText("TEST_FIN_001", { exact: true })).toBeVisible();
+  await online
+    .getByRole("row")
+    .filter({ hasText: "TEST_FIN_001" })
+    .locator("span.semi-checkbox")
     .click();
-  await page.getByLabel("研究备注", { exact: true }).fill("未保存草稿需要恢复");
-  await page
-    .getByRole("dialog", { name: "字段详情", exact: true })
-    .getByRole("button", { name: "AI 助手", exact: true })
+  await online.locator(".semi-page-item").filter({ hasText: /^2$/ }).click();
+  await online
+    .getByRole("row")
+    .filter({ hasText: "TEST_FIN_025" })
+    .locator("span.semi-checkbox")
     .click();
-  await expect(fields).not.toBeVisible();
-  await page.keyboard.press("Escape");
-  await expect(page.getByLabel("研究备注", { exact: true })).toHaveValue(
-    "未保存草稿需要恢复",
-  );
-  for (const width of [850, 390, 1920]) {
-    await page.setViewportSize({ width, height: 900 });
-    await expect(
-      page.getByRole("button", { name: "关闭详情", exact: true }),
-    ).toBeVisible();
-    expect(
-      await page.evaluate(
-        () => document.documentElement.scrollWidth <= innerWidth,
-      ),
-    ).toBe(true);
-  }
-  await page.setViewportSize({ width: 1440, height: 900 });
-  await page.mouse.click(10, 400);
-  await expect(
-    page.getByRole("dialog", { name: "字段详情", exact: true }),
-  ).not.toBeVisible();
-  await expect(fields).toBeVisible();
-  await expect(fields).toContainText("122 / 123 个字段");
-  await page.mouse.click(10, 400);
-  await expect(fields).not.toBeVisible();
-  expect(errors).toEqual([]);
-});
-
-test("平台选项失败可重试，地区联动限制 Delay 和 Universe", async ({ page }) => {
-  await setup(page);
-  await page.getByLabel("Delay", { exact: true }).click();
-  await page.getByRole("option", { name: /Delay 0/ }).click();
-  await page.getByLabel("Region", { exact: true }).click();
-  await page.getByRole("option", { name: /IND/ }).click();
-  await expect(page.getByLabel("Universe", { exact: true })).toContainText(
-    "TOP500",
-  );
-  await expect(page.getByLabel("Delay", { exact: true })).toContainText(
-    "Delay 1",
-  );
-  await page.getByLabel("Delay", { exact: true }).click();
-  await expect(page.getByRole("option", { name: /Delay 0/ })).toHaveCount(0);
-  await page.keyboard.press("Escape");
-  await page.route("**/api/v1/catalog/scopes", (route) =>
-    route.fulfill({
-      status: 502,
-      contentType: "application/json",
-      body: JSON.stringify({ detail: "测试平台选项不可用" }),
-    }),
-  );
-  await page.getByRole("button", { name: "Alpha 管理", exact: true }).click();
-  await page.getByRole("button", { name: "数据目录", exact: true }).click();
-  await expect(page.getByText("测试平台选项不可用")).toBeVisible();
-  await expect(
-    page.getByRole("button", { name: "同步目录", exact: true }),
-  ).toBeDisabled();
-  await page.unroute("**/api/v1/catalog/scopes");
-  await page.getByRole("button", { name: "重试获取选项" }).click();
-  await expect(
-    page.getByRole("button", { name: "同步目录", exact: true }),
-  ).toBeEnabled();
+  await expect(online.getByText(/已选 2 个字段/)).toBeVisible();
+  await online
+    .getByRole("button", { name: "加入数据准备", exact: true })
+    .click();
+  const add = page.getByRole("dialog", { name: "加入数据准备", exact: true });
+  await add.getByLabel("新集合名称").fill("在线选取集合");
+  await add.getByRole("button", { name: "新建集合并加入" }).click();
+  await expect(add).not.toBeVisible();
+  const collections = await (
+    await page.request.get("/api/v1/data-preparations?q=在线选取集合")
+  ).json();
+  expect(collections.items[0].field_count).toBe(2);
+  await page.getByRole("tab", { name: "本地同步", exact: true }).click();
+  const local = page.getByRole("tabpanel", { name: "本地同步" });
+  // Other browser tests share this isolated server, so verify the unsynced dataset explicitly.
+  await local.getByLabel("字段数据集").fill("TEST_NEWS");
+  await local.getByRole("button", { name: "查询", exact: true }).click();
+  await expect(local.getByText("共 0 个字段", { exact: true })).toBeVisible();
+  await page.screenshot({
+    path: "test-results/preparations-fields.png",
+    fullPage: true,
+  });
 });

frontend/tests/preparation-helpers.ts

@@ -0,0 +1,21 @@
+import { expect, type Page } from "@playwright/test";
+export async function choosePreparation(
+  page: Page,
+  name: string,
+  label = "选择研究数据准备",
+) {
+  await page.getByRole("button", { name: label, exact: true }).click();
+  const picker = page.getByRole("dialog", {
+    name: "选择数据准备集合",
+    exact: true,
+  });
+  await picker.getByLabel("搜索数据准备集合").fill(name);
+  await picker
+    .getByRole("row")
+    .filter({ hasText: name })
+    .first()
+    .locator("span.semi-checkbox")
+    .click();
+  await picker.getByRole("button", { name: "选择", exact: true }).click();
+  await expect(picker).not.toBeVisible();
+}

frontend/tests/quantflow.spec.ts

@@ -1,3 +1,4 @@
+import { choosePreparation } from "./preparation-helpers";
 import { expect, test } from "@playwright/test";
 const headers = { "X-WQ-Request": "1" };
 const scope = {
@@ -71,13 +72,12 @@ test("native QuantFlow canvas saves versions, branches and restores artifacts",
     await page.request.get(`/api/v1/catalog/datasets/TEST_FIN/fields?${params}`)
   ).json();
   const fixed = await (
-    await page.request.post("/api/v1/catalog/inputs", {
+    await page.request.post("/api/v1/data-preparations/from-dataset", {
       headers,
       data: {
         scope,
         dataset_id: "TEST_FIN",
         collection_version: fields.collection_version,
-        selection: "all",
       },
     })
   ).json();
@@ -175,11 +175,7 @@ test("native QuantFlow canvas saves versions, branches and restores artifacts",
     .getByRole("button", { name: "启动已保存流程", exact: true })
     .click();
   await page.getByLabel("自动研究假设").fill("画布条件分支与固定版本");
-  await page.getByRole("combobox", { name: "自动研究固定输入" }).click();
-  await page
-    .getByRole("option")
-    .filter({ hasText: fixed.id.slice(0, 8) })
-    .click();
+  await choosePreparation(page, fixed.name, "选择研究数据准备");
   await page.getByLabel("自动研究假设").click();
   for (const [label, value] of [
     ["最大轮数", "1"],

frontend/tests/research-flows.spec.ts

@@ -1,3 +1,4 @@
+import { choosePreparation } from "./preparation-helpers";
 import { expect, test } from "@playwright/test";
 const headers = { "X-WQ-Request": "1" };
 const scope = {
@@ -71,13 +72,12 @@ test("finite pipeline confirms scope and budget, executes native steps and resto
     await page.request.get(`/api/v1/catalog/datasets/TEST_FIN/fields?${params}`)
   ).json();
   const fixed = await (
-    await page.request.post("/api/v1/catalog/inputs", {
+    await page.request.post("/api/v1/data-preparations/from-dataset", {
       headers,
       data: {
         scope,
         dataset_id: "TEST_FIN",
         collection_version: fields.collection_version,
-        selection: "all",
       },
     })
   ).json();
@@ -97,11 +97,7 @@ test("finite pipeline confirms scope and budget, executes native steps and resto
   await page.getByRole("button", { name: "新建自动研究", exact: true }).click();
   await page.getByLabel("自动研究名称").fill("浏览器有限研究");
   await page.getByLabel("自动研究假设").fill("研究排名稳定性");
-  await page.getByRole("combobox", { name: "自动研究固定输入" }).click();
-  await page
-    .getByRole("option")
-    .filter({ hasText: fixed.id.slice(0, 8) })
-    .click();
+  await choosePreparation(page, fixed.name, "选择研究数据准备");
   await page.getByLabel("自动研究名称").click();
   for (const [label, value] of [
     ["最大轮数", "1"],

frontend/tests/research-navigation.spec.ts

@@ -68,17 +68,27 @@ test("fixed input, AI approval, backtest and research source remain connected",
   const fields = await (
     await page.request.get(`/api/v1/catalog/datasets/TEST_FIN/fields?${params}`)
   ).json();
-  const saved = await page.request.post("/api/v1/catalog/inputs", {
-    headers,
-    data: {
-      scope,
-      dataset_id: "TEST_FIN",
-      collection_version: fields.collection_version,
-      selection: "all",
+  const saved = await page.request.post(
+    "/api/v1/data-preparations/from-dataset",
+    {
+      headers,
+      data: {
+        scope,
+        dataset_id: "TEST_FIN",
+        collection_version: fields.collection_version,
+      },
     },
-  });
+  );
   expect(saved.status()).toBe(201);
-  const input = await saved.json();
+  const preparation = await saved.json();
+  const input = (
+    await (
+      await page.request.post("/api/v1/data-preparations/freeze", {
+        headers,
+        data: { items: [{ id: preparation.id, version: preparation.version }] },
+      })
+    ).json()
+  ).items[0];
   const conversation = await (
     await page.request.post("/api/v1/ai/conversations", { headers })
   ).json();
@@ -96,7 +106,7 @@ test("fixed input, AI approval, backtest and research source remain connected",
           page: "datasets",
           catalog_scope: scope,
           dataset_id: "TEST_FIN",
-          template_input_id: input.id,
+          input_snapshot_id: input.id,
         },
       },
     },
@@ -130,17 +140,10 @@ test("fixed input, AI approval, backtest and research source remain connected",
     .click();
   await expect(chat).not.toBeVisible();
   const inputSheet = page.getByRole("dialog", {
-    name: "模板输入草稿",
+    name: "研究输入快照",
     exact: true,
   });
-  await expect(
-    inputSheet.getByRole("heading", { name: "输入草稿已保存", exact: true }),
-  ).toBeVisible();
-  await inputSheet
-    .getByRole("button", { name: "用此输入研究", exact: true })
-    .click();
-  await expect(
-    chat.locator(".research-ai-reference").filter({ hasText: "固定输入" }),
-  ).toContainText(input.id);
+  await expect(inputSheet).toContainText("TEST_FIN_001");
+  await expect(inputSheet).toContainText("TEST_FIN");
   expect(errors).toEqual([]);
 });

frontend/tests/research-outcomes.spec.ts

@@ -1,3 +1,4 @@
+import { choosePreparation } from "./preparation-helpers";
 import { expect, test } from "@playwright/test";
 const headers = { "X-WQ-Request": "1" };
 const scope = {
@@ -50,13 +51,12 @@ test("feature conversion, saved views and immutable evaluations", async ({
     await page.request.get(`/api/v1/catalog/datasets/TEST_FIN/fields?${params}`)
   ).json();
   const fixed = await (
-    await page.request.post("/api/v1/catalog/inputs", {
+    await page.request.post("/api/v1/data-preparations/from-dataset", {
       headers,
       data: {
         scope,
         dataset_id: "TEST_FIN",
         collection_version: fields.collection_version,
-        selection: "all",
       },
     })
   ).json();
@@ -67,11 +67,7 @@ test("feature conversion, saved views and immutable evaluations", async ({
   await page
     .getByLabel("特征经济假设", { exact: true })
     .fill("排名可降低异常值影响");
-  await page.getByRole("combobox", { name: "特征固定输入" }).click();
-  await page
-    .getByRole("option")
-    .filter({ hasText: fixed.id.slice(0, 8) })
-    .click();
+  await choosePreparation(page, fixed.name, "选择特征数据准备");
   await page.getByLabel("特征方案名称", { exact: true }).click();
   await page.getByRole("button", { name: "添加处理步骤" }).click();
   await page.getByLabel("步骤 1 名称").fill("横截面排名");
@@ -95,9 +91,12 @@ test("feature conversion, saved views and immutable evaluations", async ({
       "/api/v1/research/assets?kind=template&q=特征转换模板",
     )
   ).json();
-  expect(templates.items[0].provenance.feature.content.input_ids).toEqual([
-    fixed.id,
-  ]);
+  const snapshot = await (
+    await page.request.get(
+      `/api/v1/research/input-snapshots/${templates.items[0].provenance.feature.content.input_ids[0]}`,
+    )
+  ).json();
+  expect(snapshot.preparation_id).toBe(fixed.id);
   await page.keyboard.press("Escape");
   await page.getByRole("button", { name: "Alpha 管理", exact: true }).click();
   await page.getByRole("button", { name: "保存为新视图" }).click();

frontend/tests/semi-ai.spec.ts

@@ -1,9 +1,17 @@
+import { choosePreparation } from "./preparation-helpers";
 import { expect, test } from "@playwright/test";
 
 // UI contract fixtures: no external model call or simulation is started by these tests.
 const fixed = {
   id: "semi-fixed-input",
-  dataset_id: "TEST_FIN",
+  name: "Semi 准备集合",
+  note: "",
+  version: 1,
+  field_count: 1,
+  dataset_count: 1,
+  dataset_ids: ["TEST_FIN"],
+  fields: [],
+  preparation_ref: { id: "semi-fixed-input", version: 1 },
   field_ids: ["TEST_FIN_001"],
   field_types: { TEST_FIN_001: "MATRIX" },
   collection_version: "fixed-v1",
@@ -20,8 +28,19 @@ for (const mode of ["templates", "variants", "features"] as const) {
   }) => {
     const errors: string[] = [];
     page.on("pageerror", (error) => errors.push(error.message));
-    await page.route("**/api/v1/research/inputs", (route) =>
-      route.fulfill({ json: { items: [fixed] } }),
+    await page.route("**/api/v1/data-preparations?*", (route) =>
+      route.fulfill({
+        json: { items: [fixed], total: 1, limit: 25, offset: 0 },
+      }),
+    );
+    await page.route(
+      "**/api/v1/data-preparations/semi-fixed-input/selection?*",
+      (route) => route.fulfill({ json: fixed }),
+    );
+    await page.route(
+      "**/api/v1/research/input-snapshots/semi-fixed-input",
+      (route) =>
+        route.fulfill({ json: { ...fixed, preparation_ref: undefined } }),
     );
     await page.route(
       "**/api/v1/research/assets/semi-generated/versions",
@@ -49,23 +68,18 @@ for (const mode of ["templates", "variants", "features"] as const) {
       exact: true,
     });
     await expect(generate).toBeDisabled();
-    await sheet
-      .getByRole("combobox", {
-        name: feature ? "特征固定输入" : "固定研究输入",
-        exact: true,
-      })
-      .click();
-    await page
-      .getByRole("option")
-      .filter({ hasText: fixed.id.slice(0, 8) })
-      .click();
+    await choosePreparation(
+      page,
+      fixed.name,
+      feature ? "选择特征数据准备" : "选择数据准备",
+    );
     await input.click();
     if (mode === "variants")
       await sheet.getByLabel("种子 Alpha", { exact: true }).fill("TEST0001");
     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(".research-ai-reference").filter({ hasText: fixed.id }),
+      sheet.locator("p").filter({ hasText: /Semi 准备集合 ·/ }),
     ).toBeVisible();
     let release!: () => void;
     const pending = new Promise<void>((resolve) => {
@@ -117,7 +131,8 @@ for (const mode of ["templates", "variants", "features"] as const) {
       .poll(() => requestBody)
       .toMatchObject({
         hypothesis,
-        input_ids: [fixed.id],
+        input_ids: [],
+        preparation_refs: [fixed.preparation_ref],
         method: feature
           ? "feature"
           : mode === "variants"