feat: integrate chatbox research with datasets and backtests

2026-09-08 12:43:00 +08:00
parent 43336ad960
commit aef8e1d310
37 changed files with 1421 additions and 42 deletions
@@ -0,0 +1,124 @@
+"""Resolve fixed data inputs and produce previews without submitting simulations.
+
+Callers own authorization and transactions. Binding checks establish provenance,
+not FASTEXPR operator semantics or the account's current platform permissions.
+"""
+
+from fastapi import HTTPException
+from sqlalchemy import select
+
+from ..backtests.contracts import Candidate, DraftInput, PreviewInput, Source
+from ..catalog.contracts import EntryOutput, InputPreparation
+from ..catalog.service import Catalog
+from ..models import CatalogEntry
+from .contracts import PLACEHOLDER
+
+
+class ResearchBuilder:
+    def __init__(self, db, backtests):
+        self.db = db
+        self.catalog = Catalog(db)
+        self.backtests = backtests
+
+    async def select_input(self, body):
+        """Fix explicit fields in one published version; reject missing or stale members."""
+        collection = await self.catalog.collection(body.scope, body.dataset_id)
+        chosen = set(body.field_ids)
+        if len(chosen) != len(body.field_ids) or not chosen.issubset(collection["field_ids"]):
+            raise HTTPException(422, "字段选择含重复、未知或其他数据集字段")
+        saved = await self.catalog.prepare(
+            InputPreparation(
+                scope=body.scope,
+                dataset_id=body.dataset_id,
+                collection_version=body.collection_version,
+                selection="explicit",
+                excluded_ids=[field for field in collection["field_ids"] if field not in chosen],
+            )
+        )
+        return await self.input_page(saved["id"])
+
+    async def input_page(self, input_id, limit=25, offset=0, q="", field_type=None):
+        """Read the saved version, including field descriptions, with explicit pagination."""
+        saved = await self.catalog.input(input_id)
+        ids = [
+            field
+            for field in saved["field_ids"]
+            if q.lower() in field.lower()
+            and (field_type is None or saved["field_types"].get(field) == field_type)
+        ]
+        page = ids[offset : offset + limit]
+        entries = {
+            row.id: row
+            for row in await self.db.scalars(
+                select(CatalogEntry).where(
+                    CatalogEntry.batch_id == saved["collection_version"], CatalogEntry.id.in_(page)
+                )
+            )
+        }
+        return {
+            **{
+                k: saved[k]
+                for k in ("id", "scope", "dataset_id", "collection_version", "selection", "created_at")
+            },
+            "field_count": len(saved["field_ids"]),
+            "items": [
+                EntryOutput.model_validate(entries[field], from_attributes=True).model_dump()
+                for field in page
+            ],
+            "total": len(ids),
+            "limit": limit,
+            "offset": offset,
+            "has_more": offset + limit < len(ids),
+        }
+
+    async def prepare(self, body):
+        """Bind templates against an immutable input, then reuse the fixed-preview interface.
+
+        Raises HTTPException(422) for wrong scope, membership or declared type.
+        No expression execution or implicit cleaning/aggregation takes place here.
+        """
+        saved = await self.catalog.input(body.template_input_id)
+        scope = saved["scope"]
+        candidates = []
+        for item in body.candidates:
+            settings = item.settings
+            if (
+                settings.instrumentType != scope["instrument_type"]
+                or settings.region != scope["region"]
+                or settings.universe != scope["universe"]
+                or settings.delay != scope["delay"]
+            ):
+                raise HTTPException(422, "候选模拟参数与输入快照的研究范围不一致")
+            for binding in item.bindings.values():
+                if binding.field_id not in saved["field_ids"]:
+                    raise HTTPException(422, "绑定字段不属于该输入快照，不能使用被排除或其他数据集字段")
+                if saved["field_types"].get(binding.field_id) != binding.field_type:
+                    raise HTTPException(422, "字段类型声明与输入快照不一致，未知类型不能自动构建")
+            expression = PLACEHOLDER.sub(
+                lambda match: item.bindings[match.group(1)].field_id, item.expression_template
+            )
+            if len(expression) > 20000:
+                raise HTTPException(422, "绑定后的表达式超过 20000 字符")
+            candidates.append(
+                Candidate(
+                    client_item_id=item.client_item_id,
+                    expression=expression,
+                    settings=settings,
+                )
+            )
+        source = Source.model_validate(
+            {
+                **body.source.model_dump(),
+                "template_input_id": saved["id"],
+                "hypothesis": body.hypothesis,
+            }
+        )
+        return await self.backtests.preview(
+            PreviewInput(
+                inline=DraftInput(
+                    name=body.name,
+                    source=source,
+                    candidates=candidates,
+                )
+            )
+        )