refactor: unify AI capabilities and workspace integration

2026-09-08 19:28:44 +08:00
parent 3d26827b49
commit b604e6050e
23 changed files with 1821 additions and 805 deletions
@@ -0,0 +1,145 @@
+"""Domain-owned AI capabilities; caller owns authorization and transactions."""
+
+from pydantic import Field
+
+from ..schemas import AlphaFilters, BulkInput, BulkUpdate, Contract, ResearchInput, ResearchUpdate
+from .capabilities import Capability, EmptyArgs
+
+
+class SearchArgs(Contract):
+    filters: AlphaFilters = Field(default_factory=AlphaFilters)
+
+
+class AlphaArgs(Contract):
+    alpha_id: str = Field(min_length=1, max_length=100, pattern=r"^[A-Za-z0-9_-]+$")
+
+
+class ResearchArgs(AlphaArgs):
+    changes: ResearchInput
+
+
+async def search(ctx, args):
+    data = await ctx.business.search_alphas(args.filters)
+    return {**data, "filters": args.filters.model_dump(mode="json")}
+
+
+async def pnl(ctx, args):
+    data = await ctx.business.get_alpha_pnl(args.alpha_id)
+    points = data.pop("points")
+    return {
+        **data,
+        "alpha_id": args.alpha_id,
+        "count": len(points),
+        "first": points[0] if points else None,
+        "last": points[-1] if points else None,
+        "null_count": sum(p["value"] is None for p in points),
+    }
+
+
+async def research_preview(ctx, ids, changes):
+    """Fix before/after values and versions using the same validation as execution."""
+    targets, versions = [], {}
+    for alpha_id in ids:
+        before = (await ctx.business.get_alpha(alpha_id))["research"]
+        after = {**before, **changes(before)}
+        ResearchInput.model_validate({k: after[k] for k in ("note", "tags", "favorite", "state")})
+        targets.append({"alpha_id": alpha_id, "before": before, "after": after})
+        versions[alpha_id] = before["version"]
+    return {"targets": targets, "versions": versions}
+
+
+async def preview_research(ctx, args):
+    return await research_preview(
+        ctx, [args.alpha_id], lambda before: args.changes.model_dump(exclude_unset=True)
+    )
+
+
+async def preview_bulk(ctx, args):
+    return await research_preview(
+        ctx,
+        args.alpha_ids,
+        lambda before: {
+            "tags": sorted((set(before["tags"]) | set(args.add_tags)) - set(args.remove_tags)),
+            **({"state": args.state} if args.state else {}),
+        },
+    )
+
+
+async def update_research(ctx, args, preview):
+    return await ctx.business.update_research(
+        args.alpha_id,
+        ResearchUpdate(
+            **args.changes.model_dump(exclude_unset=True), version=preview["versions"][args.alpha_id]
+        ),
+    )
+
+
+async def update_bulk(ctx, args, preview):
+    return await ctx.business.bulk_update_research(
+        BulkUpdate(**args.model_dump(), versions=preview["versions"])
+    )
+
+
+INSTRUCTIONS = "缺失指标保持未知；Turnover 0.15 表示15%。陈述依据、Alpha ID 和数据时间，区分当前页与全部结果。\n只传需要修改的研究字段。批量操作固定ID，最多100个。不要自行扩大选中范围。"
+
+
+CAPABILITIES = (
+    Capability(
+        name="search_alphas",
+        schema=SearchArgs,
+        description="按明确筛选条件查询本地 Alpha。Turnover 0.15 表示 15%；支持分页，禁止把当前页当作全部结果。",
+        label="查询 Alpha",
+        renderer="alpha",
+        effect="query",
+        handler=search,
+    ),
+    Capability(
+        name="get_alpha_facets",
+        schema=EmptyArgs,
+        description="获取可用地区、类型、状态、标签与本地 Alpha 总数。",
+        label="查询筛选选项",
+        renderer="alpha",
+        effect="query",
+        handler=lambda ctx, args: ctx.business.get_alpha_facets(),
+    ),
+    Capability(
+        name="get_alpha",
+        schema=AlphaArgs,
+        description="读取指定 Alpha 的表达式、指标、已有检查和本地研究记录。",
+        label="读取 Alpha",
+        renderer="alpha",
+        effect="query",
+        handler=lambda ctx, args: ctx.business.get_alpha(args.alpha_id),
+    ),
+    Capability(
+        name="get_alpha_pnl",
+        schema=AlphaArgs,
+        description="读取指定 Alpha 的 PnL 缓存摘要。缺失缓存时说明情况，不自动刷新。",
+        label="读取 PnL 缓存",
+        renderer="alpha",
+        effect="query",
+        handler=pnl,
+    ),
+    Capability(
+        name="update_research",
+        schema=ResearchArgs,
+        description="提出指定 Alpha 的本地研究记录修改。仅传要修改的字段，等待用户在界面确认。",
+        label="修改研究记录",
+        renderer="alpha",
+        effect="confirm",
+        preview=preview_research,
+        execute=update_research,
+        refresh=("alphas",),
+    ),
+    Capability(
+        name="bulk_update_research",
+        schema=BulkInput,
+        description="提出固定 1–100 个 Alpha 的批量标签或研究状态修改，等待用户确认。",
+        label="批量修改研究记录",
+        renderer="alpha",
+        effect="confirm",
+        preview=preview_bulk,
+        execute=update_bulk,
+        refresh=("alphas",),
+    ),
+)