feat: integrate chatbox research with datasets and backtests

frontend/src/ai/ChatPanel.tsx

@@ -19,6 +19,7 @@ import {
   stateLabels,
 } from "../api";
 import { BacktestToolCard } from "../backtests/BacktestToolCard";
+import { CatalogToolCard } from "../research/CatalogToolCard";
 import { PnlChart } from "../components/PnlChart";
 import type { Alpha, Job, Pnl, Research } from "../types";
 import { chatTransport } from "./transport";
@@ -45,6 +46,7 @@ export function ChatPanel({
   onWidth,
   timezone,
   jobs,
+  action,
 }: {
   open: boolean;
   context: PageContext;
@@ -56,6 +58,7 @@ export function ChatPanel({
   onWidth: (width: number) => void;
   timezone?: string;
   jobs: Job[];
+  action: UIAction | null;
 }) {
   const [settings, setSettings] = useState<ModelSettings | null>(null);
   const [conversations, setConversations] = useState<Conversation[]>([]);
@@ -179,6 +182,32 @@ export function ChatPanel({
     setLoading(true);
     void refreshConversation().finally(() => setLoading(false));
   }, [conversationId, refreshConversation]);
+  useEffect(() => {
+    if (action?.type !== "open_conversation") return;
+    let live = true;
+    void api<ConversationDetail>(
+      `/ai/conversations/${encodeURIComponent(action.conversation_id)}`,
+    )
+      .then(async (detail) => {
+        if (!live) return;
+        await chat.stop();
+        if (!live) return;
+        setConversations((items) =>
+          items.some((item) => item.id === detail.id)
+            ? items
+            : [{ id: detail.id, title: detail.title }, ...items],
+        );
+        setConversationId(detail.id);
+        setText("");
+        setFailure("");
+      })
+      .catch((e) => {
+        if (live) setFailure(e.message);
+      });
+    return () => {
+      live = false;
+    };
+  }, [action]);
   const streaming = chat.status === "streaming" || chat.status === "submitted";
   const activeRun = runs.find((run) =>
     ["running", "waiting_approval"].includes(run.status),
@@ -375,7 +404,10 @@ export function ChatPanel({
         {!chat.messages.length && (
           <div className="ai-empty">
             <h3>从当前研究出发</h3>
-            <p>可以让我筛选 Alpha、解释已有指标，或提出研究记录修改。</p>
+            <p>
+              可以让我选择数据字段、构建候选并预览回测，也可以查询 Alpha
+              和已有结果。
+            </p>
             {!conversationId && (
               <Button
                 type="tertiary"
@@ -440,7 +472,7 @@ export function ChatPanel({
           {context.page === "backtests"
             ? "上下文：回测研究"
             : context.page === "datasets"
-              ? "上下文：数据目录（未发送字段与备注）"
+              ? `上下文：${context.dataset_id ?? "数据目录"}${context.catalog_scope ? ` · ${context.catalog_scope.region}/${context.catalog_scope.universe}/D${context.catalog_scope.delay}` : ""}${context.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）`
               : context.page === "account"
                 ? "上下文：个人信息页"
                 : `上下文：${context.alpha_id ? `Alpha ${context.alpha_id}` : "Alpha 列表"}${context.selected_ids?.length ? ` · 已选 ${context.selected_ids.length} 条` : ""}`}
@@ -547,6 +579,7 @@ function BusinessCard({
       {call.name.includes("backtest") && (
         <BacktestToolCard call={call} onAction={onAction} />
       )}
+      <CatalogToolCard call={call} onAction={onAction} />
       {call.preview.targets?.map((target) => (
         <details
           key={target.alpha_id}

frontend/src/ai/types.ts

@@ -12,6 +12,17 @@ export type ModelSettings = {
 };
 export type PageContext = {
   page: "alphas" | "account" | "datasets" | "backtests";
+  catalog_scope?: {
+    instrument_type: string;
+    region: string;
+    universe: string;
+    delay: number;
+  };
+  dataset_id?: string;
+  field_id?: string;
+  collection_version?: string;
+  template_input_id?: string;
+  unsaved_field_selection?: boolean;
   backtest_run_id?: string;
   backtest_preview_id?: string;
   backtest_draft_id?: string;
@@ -23,6 +34,8 @@ export type AlphaUIAction =
   | { type: "open_alpha"; alpha_id: string; nonce: number }
   | { type: "apply_filters"; filters: Record<string, unknown>; nonce: number };
 export type UIAction =
+  | { type: "open_conversation"; conversation_id: string; nonce: number }
+  | { type: "open_research_input"; input_id: string; nonce: number }
   | { type: "open_backtest"; run_id: string; nonce: number }
   | { type: "open_backtest_preview"; preview_id: string; nonce: number }
   | { type: "open_alpha"; alpha_id: string; nonce: number }
@@ -75,6 +88,14 @@ export const runLabels: Record<string, string> = {
   interrupted: "执行中断",
 };
 export const toolLabels: Record<string, string> = {
+  get_catalog_scopes: "读取研究范围",
+  search_catalog: "查询数据集与字段",
+  get_catalog_detail: "读取数据详情",
+  prepare_research_input: "固定研究输入",
+  get_research_input: "读取固定研究输入",
+  prepare_research_backtest: "构建研究候选与预览",
+  get_backtest_draft: "读取候选草稿",
+  get_alpha_sources: "查询 Alpha 研究来源",
   get_backtest_capabilities: "读取回测能力",
   prepare_backtest: "准备回测预览",
   get_backtest_preview: "查看回测预览",