Refactor project components and workflows

backend/app/research_access/service.py

@@ -83,7 +83,11 @@ class ResearchAccess(SuperResearchAccess):
                     "create_with": "create_research_template", "required_scope": "research:write",
                     "version_with": "create_research_template_version",
                     "read_with": "get_research_template", "search_with": "search_research_templates",
-                    "authored_by": "caller", "max_source_items": 20,
+                    "authored_by": "caller", "source_items_required": False, "max_source_items": 20,
+                    "expand_with": "expand_research_template", "candidates_with": "get_template_candidates",
+                    "backtest_with": "start_template_backtest", "execution_scope": "backtests:execute",
+                    "max_candidates": 10000, "page_size_max": 100,
+                    "validation": "syntax_and_preparation_settings_combination",
                     "source_items_with": "get_backtest_results", "starts_backtests": False,
                     "web_url": f"{self.public_origin}/#templates",
                 },
@@ -311,6 +315,52 @@ class ResearchAccess(SuperResearchAccess):
         result["web_url"] = f"{self.public_origin}/#templates"
         return await self.remember(operation, args, digest, result, business_id=args.template_id)
 
+    async def expand_template(self, args):
+        """Idempotently freeze a version and preparations; never start execution."""
+        from ..research.experiments import Experiments
+        from ..research.workspace_contracts import Expansion
+
+        operation = "expand_research_template"
+        previous, digest = await self.previous(operation, args)
+        if previous:
+            return previous.response
+        service = Experiments(self.db)
+        asset = await service.assets.get(args.template_id, args.version, "template")
+        experiment = await service.create(Expansion(
+            asset_id=args.template_id, version=args.version, preparation_refs=args.preparation_refs,
+            settings=args.settings, mode=args.mode, limit=args.limit, seed=args.seed,
+            hypothesis=asset["content"].get("description", "").strip() or f"使用模板：{asset['name']}",
+        ), extra_evidence={"method": "template", "mcp_token_id": self.principal.token_id,
+                           "admin_id": self.principal.admin_id})
+        result = await service.template_candidates(experiment["id"])
+        result.update({"read_with": "get_template_candidates", "backtest_with": "start_template_backtest",
+                       "starts_backtests": False})
+        return await self.remember(operation, args, digest, result, business_id=experiment["id"])
+
+    async def template_candidates(self, args):
+        from ..research.experiments import Experiments
+
+        return await Experiments(self.db).template_candidates(args.experiment_id, args.limit, args.offset)
+
+    async def start_template_backtest(self, args):
+        """Execute only stored candidate IDs; authorization comes from the caller's execute scope."""
+        from ..research.experiments import Experiments
+        from ..research.workspace_contracts import TemplateBacktest
+
+        operation = "start_template_backtest"
+        previous, digest = await self.previous(operation, args)
+        if previous:
+            return previous.response
+        provenance = {"mcp_token_id": self.principal.token_id, "admin_id": self.principal.admin_id}
+        result = await Experiments(self.db).start_template_backtest(
+            args.experiment_id,
+            TemplateBacktest(candidate_ids=args.candidate_ids, idempotency_key="mcp-template-" + str(uuid4())),
+            backtests=Backtests(self.db, provenance),
+        )
+        result = {**result, "input_digest": digest, "web_url": self.run_url(result["backtest_run_id"])}
+        return await self.remember(operation, args, digest, result,
+                                   business_id=result["backtest_run_id"], wake="backtests")
+
     async def previous(self, operation, args):
         # PostgreSQL row lock is shared with HTTP start and catalog/job creation.
         account = await self.db.scalar(select(Account).where(Account.id == self.principal.account_id).with_for_update())