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
@@ -18,20 +18,16 @@ import { AlphaPage } from "./pages/AlphaPage";
 import { JobPanel } from "./components/JobPanel";
 import { BacktestPage } from "./backtests/BacktestPage";
 import { ChatPanel } from "./ai/ChatPanel";
-import type { PageContext, UIAction } from "./ai/types";
+import { actionDestination, pageFromHash } from "./ai/workspace";
+import type { WorkspacePage } from "./ai/workspace";
+import type { PageContext, Resource, UIAction } from "./ai/types";

 export default function App() {
  const [authenticated, setAuthenticated] = useState<boolean | null>(null);
  const [account, setAccount] = useState<Account | null>(null);
  const [jobs, setJobs] = useState<Job[]>([]);
-  const [page, setPage] = useState(
-    location.hash === "#backtests"
-      ? "backtests"
-      : location.hash === "#datasets"
-        ? "datasets"
-        : location.hash === "#account"
-          ? "account"
-          : "alphas",
+  const [page, setPage] = useState<WorkspacePage>(() =>
+    pageFromHash(location.hash),
  );
  const [visitedBacktests, setVisitedBacktests] = useState(
    page === "backtests",
@@ -42,6 +38,15 @@ export default function App() {
  const [catalogModal, setCatalogModal] = useState(false);
  const [showJobs, setShowJobs] = useState(false);
  const [refreshKey, setRefreshKey] = useState(0);
+  const [resourceVersions, setResourceVersions] = useState<
+    Record<Resource, number>
+  >({
+    alphas: 0,
+    datasets: 0,
+    backtests: 0,
+    jobs: 0,
+    account: 0,
+  });
  const [pollError, setPollError] = useState("");
  const [chatOpen, setChatOpen] = useState(false);
  const [chatWidth, setChatWidth] = useState(420);
@@ -104,16 +109,7 @@ export default function App() {
      setShowJobs(false);
    };
    window.addEventListener("session-expired", expired);
-    const hash = () =>
-      setPage(
-        location.hash === "#backtests"
-          ? "backtests"
-          : location.hash === "#datasets"
-            ? "datasets"
-            : location.hash === "#account"
-              ? "account"
-              : "alphas",
-      );
+    const hash = () => setPage(pageFromHash(location.hash));
    window.addEventListener("hashchange", hash);
    return () => {
      window.removeEventListener("session-expired", expired);
@@ -145,31 +141,31 @@ export default function App() {
    void refresh();
    setRefreshKey((k) => k + 1);
  };
+  const aiChanged = (resources: Resource[]) => {
+    if (resources.includes("jobs") || resources.includes("account"))
+      void refresh();
+    setResourceVersions((old) => {
+      const next = { ...old };
+      for (const resource of resources)
+        if (Object.hasOwn(next, resource)) next[resource] += 1;
+      return next;
+    });
+  };
  const taskCreated = () => {
    actionDone();
    setShowJobs(true);
  };
-  const changePage = (next: string) => {
+  const changePage = (next: WorkspacePage) => {
    location.hash = next;
    setPage(next);
  };
  const handleAction = (action: UIAction) => {
-    if (action.type === "open_conversation") {
-      setChatOpen(true);
-    } else {
-      focusBusiness();
-      if (action.type === "open_research_input") {
-        setChatOpen(false);
-        changePage("datasets");
-      } else {
-        changePage(
-          action.type === "open_backtest" ||
-            action.type === "open_backtest_preview"
-            ? "backtests"
-            : "alphas",
-        );
-      }
-    }
+    const destination = actionDestination(action);
+    if (!destination) return;
+    if (destination.chat === "open") setChatOpen(true);
+    else if (destination.chat === "close") setChatOpen(false);
+    else focusBusiness();
+    if (destination.page) changePage(destination.page);
    setAIAction(action);
  };
  const logout = async () => {
@@ -330,7 +326,7 @@ export default function App() {
                  account={account}
                  jobs={jobs}
                  active={page === "datasets"}
-                  version={`${refreshKey}:${completedVersion}`}
+                  version={`${refreshKey}:${resourceVersions.datasets}:${completedVersion}`}
                  suspended={showJobs || chatOpen}
                  onTask={taskCreated}
                  onModal={setCatalogModal}
@@ -342,7 +338,7 @@ export default function App() {
                  onAction={handleAction}
                  taskPanelOpen={showJobs}
                  account={account}
-                  version={`${refreshKey}:${completedVersion}`}
+                  version={`${refreshKey}:${resourceVersions.alphas}:${completedVersion}`}
                  onTask={taskCreated}
                  onAccount={() => changePage("account")}
                  active={page === "alphas"}
@@ -363,6 +359,7 @@ export default function App() {
              <div className="backtest-page-view" hidden={page !== "backtests"}>
                {visitedBacktests && (
                  <BacktestPage
+                    version={resourceVersions.backtests}
                    active={page === "backtests"}
                    suspended={showJobs || (viewport < 1440 && chatOpen)}
                    chatOffset={chatOffset}
@@ -414,13 +411,12 @@ export default function App() {
              onWidth={setChatWidth}
              onClose={() => setChatOpen(false)}
              context={
-                page === "alphas"
-                  ? alphaContext
-                  : page === "backtests"
-                    ? backtestContext
-                    : page === "datasets"
-                      ? datasetContext
-                      : { page: "account" }
+                {
+                  alphas: alphaContext,
+                  datasets: datasetContext,
+                  backtests: backtestContext,
+                  account: { page: "account" as const },
+                }[page]
              }
              timezone={account?.timezone}
              onSettings={() => {
@@ -432,7 +428,7 @@ export default function App() {
                    ?.scrollIntoView({ block: "start" }),
                );
              }}
-              onChanged={actionDone}
+              onChanged={aiChanged}
              onAction={handleAction}
            />
          </div>
@@ -0,0 +1,182 @@
+import { useEffect, useState } from "react";
+import { Toast } from "@douyinfe/semi-ui-19";
+import { api, formatNumber, formatTime, stateLabels } from "../api";
+import { PnlChart } from "../components/PnlChart";
+import type { Alpha, Pnl, Research } from "../types";
+import type { ToolCardProps } from "./types";
+
+export function AlphaToolCard({ call, onAction, timezone }: ToolCardProps) {
+  const result = call.result ?? {};
+  const items = Array.isArray(result.items) ? result.items : [];
+  const isSearch = call.name === "search_alphas";
+  const alphas = (
+    isSearch ? items : call.name === "get_alpha" && result.id ? [result] : []
+  ) as Alpha[];
+  const openAlpha = (id: string) =>
+    onAction({ type: "open_alpha", alpha_id: id, nonce: Date.now() });
+  return (
+    <>
+      {call.preview.targets?.map((target) => (
+        <details
+          key={target.alpha_id}
+          open={call.preview.targets!.length === 1}
+        >
+          <summary>{target.alpha_id} 的修改</summary>
+          {(["note", "tags", "favorite", "state"] as const)
+            .filter(
+              (key) =>
+                JSON.stringify(target.before[key]) !==
+                JSON.stringify(target.after[key]),
+            )
+            .map((key) => (
+              <div className="ai-diff" key={key}>
+                <strong>
+                  {
+                    {
+                      note: "备注",
+                      tags: "标签",
+                      favorite: "收藏",
+                      state: "研究状态",
+                    }[key]
+                  }
+                </strong>
+                <del>
+                  <span>修改前</span>
+                  {researchValue(key, target.before[key])}
+                </del>
+                <ins>
+                  <span>修改后</span>
+                  {researchValue(key, target.after[key])}
+                </ins>
+              </div>
+            ))}
+        </details>
+      ))}
+      {alphas.length > 0 && (
+        <div className="ai-alpha-results">
+          {alphas.map((alpha) => (
+            <div key={alpha.id}>
+              <button className="text-link" onClick={() => openAlpha(alpha.id)}>
+                {alpha.name || alpha.id}
+              </button>
+              <small>
+                {alpha.id} · {alpha.region ?? "地区未提供"}
+              </small>
+              <table>
+                <thead>
+                  <tr>
+                    <th>Sharpe</th>
+                    <th>Fitness</th>
+                    <th>Turnover</th>
+                  </tr>
+                </thead>
+                <tbody>
+                  <tr>
+                    <td>{formatNumber(alpha.sharpe)}</td>
+                    <td>{formatNumber(alpha.fitness)}</td>
+                    <td>
+                      {alpha.turnover == null
+                        ? "未提供"
+                        : `${formatNumber(alpha.turnover * 100)}%`}
+                    </td>
+                  </tr>
+                </tbody>
+              </table>
+              <small>本地快照 · {formatTime(alpha.synced_at, timezone)}</small>
+            </div>
+          ))}
+        </div>
+      )}
+      {isSearch && (
+        <p>
+          共 {String(result.total ?? 0)} 条，当前返回 {items.length} 条。
+          {!!result.filters && (
+            <button
+              className="text-link"
+              onClick={() =>
+                onAction({
+                  type: "apply_filters",
+                  filters: result.filters as Record<string, unknown>,
+                  nonce: Date.now(),
+                })
+              }
+            >
+              应用到列表
+            </button>
+          )}
+        </p>
+      )}
+      {call.name === "get_alpha_facets" && call.status === "completed" && (
+        <p>
+          已同步 {String(result.total ?? 0)} 条 Alpha · 收藏{" "}
+          {String(result.favorites ?? 0)} 条<br />
+          地区：
+          {Array.isArray(result.region) ? result.region.join("、") : "未提供"}
+        </p>
+      )}
+      {call.name === "get_alpha_pnl" && call.status === "completed" && (
+        <ChatPnl result={result} timezone={timezone} />
+      )}
+      {result.ok === true && (
+        <p>
+          操作已保存。
+          {typeof result.alpha_id === "string" && (
+            <button
+              className="text-link"
+              onClick={() => openAlpha(result.alpha_id as string)}
+            >
+              打开 Alpha
+            </button>
+          )}
+        </p>
+      )}
+      {typeof result.updated === "number" && (
+        <p>已更新 {result.updated} 条研究记录。</p>
+      )}
+    </>
+  );
+}
+function researchValue(key: keyof Research, value: unknown) {
+  if (key === "favorite") return value ? "已收藏" : "未收藏";
+  if (key === "state")
+    return (
+      stateLabels[String(value) as keyof typeof stateLabels] ?? String(value)
+    );
+  if (Array.isArray(value)) return value.join("、") || "无";
+  return String(value || "空");
+}
+
+function ChatPnl({
+  result,
+  timezone,
+}: {
+  result: Record<string, unknown>;
+  timezone?: string;
+}) {
+  const [pnl, setPnl] = useState<Pnl | null>(null);
+  useEffect(() => {
+    let active = true;
+    if (result.cached && typeof result.alpha_id === "string")
+      api<Pnl>(`/alphas/${encodeURIComponent(result.alpha_id)}/pnl`)
+        .then((value) => {
+          if (active) setPnl(value);
+        })
+        .catch((error) => {
+          if (active) Toast.error(error.message);
+        });
+    return () => {
+      active = false;
+    };
+  }, [result.alpha_id, result.fetched_at, result.cached]);
+  return result.cached ? (
+    <div>
+      {pnl && <PnlChart points={pnl.points} />}
+      <small>
+        {String(result.count)} 条记录 · 缓存于{" "}
+        {formatTime(result.fetched_at as string, timezone)}
+      </small>
+    </div>
+  ) : (
+    <p>尚无 PnL 缓存，可以请求创建 PnL 刷新任务。</p>
+  );
+}
@@ -15,23 +15,13 @@ import {
  Spin,
  Tag,
  TextArea,
-  Toast,
 } from "@douyinfe/semi-ui-19";
-import {
-  api,
-  formatNumber,
-  formatTime,
-  jobLabels,
-  jobStateLabels,
-  post,
-  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 { api, post } from "../api";
+import type { Job } from "../types";
+import { BusinessCard } from "./ToolCard";
+import { contextLabel } from "./workspace";
 import { chatTransport } from "./transport";
-import { runLabels, toolLabels } from "./types";
+import { runLabels } from "./types";
 import type {
  ChatMessage,
  Conversation,
@@ -39,7 +29,7 @@ import type {
  ModelSettings,
  PageContext,
  RunSnapshot,
-  ToolCard,
+  Resource,
  UIAction,
 } from "./types";

@@ -66,7 +56,7 @@ export function ChatPanel({
  context: PageContext;
  onClose: () => void;
  onAction: (action: UIAction) => void;
-  onChanged: () => void;
+  onChanged: (resources: Resource[]) => void;
  onSettings: () => void;
  width: number;
  onWidth: (width: number) => void;
@@ -85,34 +75,28 @@ export function ChatPanel({
  const input = useRef<HTMLDivElement>(null);
  const bottom = useRef<HTMLDivElement>(null);
  const previousFocus = useRef<HTMLElement | null>(null);
-  const seenWrites = useRef(new Set<string>());
+  const seenChanges = useRef(new Set<string>());
  const current = useRef({ conversationId, context });
  current.current = { conversationId, context };
  const refreshRef = useRef<() => Promise<void>>(async () => {});
  const changedRef = useRef(onChanged);
  changedRef.current = onChanged;
-  const observeWrites = useCallback((items: RunSnapshot[]) => {
-    let changed = false;
+  const observeChanges = useCallback((items: RunSnapshot[]) => {
+    const changed = new Set<Resource>();
    for (const run of items)
      for (const call of run.tools ?? []) {
        if (
          call.status === "completed" &&
-          [
-            "update_research",
-            "bulk_update_research",
-            "create_sync_job",
-            "cancel_job",
-            "retry_job",
-            "start_backtest",
-            "control_backtest",
-          ].includes(call.name) &&
-          !seenWrites.current.has(call.id)
+          call.presentation?.refresh.length &&
+          !seenChanges.current.has(call.id)
        ) {
-          seenWrites.current.add(call.id);
-          changed = true;
+          seenChanges.current.add(call.id);
+          call.presentation.refresh.forEach((resource) =>
+            changed.add(resource),
+          );
        }
      }
-    if (changed) changedRef.current();
+    if (changed.size) changedRef.current([...changed]);
  }, []);
  const transport = useMemo(() => chatTransport(() => current.current), []);
  const chat = useChat<ChatMessage>({
@@ -123,7 +107,7 @@ export function ChatPanel({
      if (part.type === "data-run") {
        const next = part.data;
        if (next.conversation_id !== current.current.conversationId) return;
-        observeWrites([next]);
+        observeChanges([next]);
        setRuns((items) => {
          const old = items.find((run) => run.id === next.id);
          const merged = {
@@ -151,7 +135,7 @@ export function ChatPanel({
      if (current.current.conversationId !== id) return;
      chat.setMessages(detail.messages);
      setRuns(detail.runs);
-      observeWrites(detail.runs);
+      observeChanges(detail.runs);
      setConversations((items) =>
        items.map((item) =>
          item.id === id ? { id, title: detail.title } : item,
@@ -160,7 +144,7 @@ export function ChatPanel({
    } catch (e) {
      setFailure((e as Error).message);
    }
-  }, [chat.setMessages, observeWrites]);
+  }, [chat.setMessages, observeChanges]);
  refreshRef.current = refreshConversation;

  useEffect(() => {
@@ -301,7 +285,7 @@ export function ChatPanel({
      await post(`/ai/runs/${activeRun.id}/cancel`);
      await chat.stop();
      await refreshConversation();
-      changedRef.current();
+      // Completed tools are reconciled by refreshConversation; cancelling has no new business effect.
    } catch (e) {
      setFailure((e as Error).message);
    }
@@ -498,15 +482,7 @@ export function ChatPanel({
        <div ref={bottom} />
      </div>
      <footer className="ai-composer" ref={input}>
-        <div className="ai-context">
-          {context.page === "backtests"
-            ? "上下文：回测研究"
-            : context.page === "datasets"
-              ? `上下文：${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` : ""}`}
-        </div>
+        <div className="ai-context">{contextLabel(context)}</div>
        <TextArea
          aria-label="发送给研究助手"
          placeholder={
@@ -556,308 +532,3 @@ export function ChatPanel({
    </aside>
  );
 }
-
-function BusinessCard({
-  call,
-  onDecision,
-  disabled,
-  onAction,
-  timezone,
-  jobs,
-}: {
-  call: ToolCard;
-  onDecision: (id: string, approved: boolean) => Promise<void>;
-  disabled: boolean;
-  onAction: (action: UIAction) => void;
-  timezone?: string;
-  jobs: Job[];
-}) {
-  const result = call.result ?? {};
-  const jobId = result.job_id ?? result.id;
-  const job = jobs.find((item) => item.id === jobId);
-  const jobOperation = [
-    "get_job_status",
-    "create_sync_job",
-    "retry_job",
-    "cancel_job",
-  ].includes(call.name);
-  const pending = call.status === "pending";
-  const items = Array.isArray(result.items) ? result.items : [];
-  const isSearch = call.name === "search_alphas";
-  const alphas = (
-    isSearch ? items : call.name === "get_alpha" && result.id ? [result] : []
-  ) as Alpha[];
-  const labels: Record<string, string> = {
-    pending: "待确认",
-    completed: "已完成",
-    failed: "失败",
-    denied: "已拒绝",
-    cancelled: "已取消",
-  };
-  const openAlpha = (id: string) =>
-    onAction({ type: "open_alpha", alpha_id: id, nonce: Date.now() });
-  return (
-    <section className="ai-tool-card" data-status={call.status}>
-      <div className="ai-card-title">
-        <strong>{toolLabels[call.name] ?? "业务操作"}</strong>
-        <Tag
-          color={pending ? "orange" : call.status === "failed" ? "red" : "grey"}
-        >
-          {labels[call.status] ?? call.status}
-        </Tag>
-      </div>
-      {call.name.includes("backtest") && (
-        <BacktestToolCard call={call} onAction={onAction} />
-      )}
-      <CatalogToolCard call={call} onAction={onAction} />
-      {call.preview.targets?.map((target) => (
-        <details
-          key={target.alpha_id}
-          open={call.preview.targets!.length === 1}
-        >
-          <summary>{target.alpha_id} 的修改</summary>
-          {(["note", "tags", "favorite", "state"] as const)
-            .filter(
-              (key) =>
-                JSON.stringify(target.before[key]) !==
-                JSON.stringify(target.after[key]),
-            )
-            .map((key) => (
-              <div className="ai-diff" key={key}>
-                <strong>
-                  {
-                    {
-                      note: "备注",
-                      tags: "标签",
-                      favorite: "收藏",
-                      state: "研究状态",
-                    }[key]
-                  }
-                </strong>
-                <del>
-                  <span>修改前</span>
-                  {researchValue(key, target.before[key])}
-                </del>
-                <ins>
-                  <span>修改后</span>
-                  {researchValue(key, target.after[key])}
-                </ins>
-              </div>
-            ))}
-        </details>
-      ))}
-      {call.preview.operation && (
-        <p>
-          {jobLabels[String(call.preview.operation.kind)] ?? "创建任务"} ·{" "}
-          {Array.isArray(call.preview.operation.alpha_ids) &&
-          call.preview.operation.alpha_ids.length
-            ? call.preview.operation.alpha_ids.join("、")
-            : call.preview.operation.submission === "UNSUBMITTED"
-              ? "待提交 Alpha"
-              : call.preview.operation.submission === "SUBMITTED"
-                ? "已提交 Alpha"
-                : "全部 Alpha"}
-          {call.preview.operation.kind === "daily_sync" && (
-            <>
-              {" · "}
-              {call.preview.operation.submission === "UNSUBMITTED"
-                ? "创建日期"
-                : "提交日期"}{" "}
-              {String(call.preview.operation.date_from)} 至{" "}
-              {String(call.preview.operation.date_to)}（UTC）
-            </>
-          )}
-        </p>
-      )}
-      {call.preview.job && (
-        <p>
-          {jobLabels[String(call.preview.job.kind)]} ·{" "}
-          {String(call.preview.job.id)} ·{" "}
-          {jobStateLabels[String(call.preview.job.status)]}
-        </p>
-      )}
-      {pending && (
-        <div className="ai-approval">
-          <p className="muted">
-            {call.preview.targets?.length
-              ? `将修改 ${call.preview.targets.length} 条研究记录。`
-              : "将执行以上任务操作。"}
-            确认后执行。
-          </p>
-          <div className="inline-actions">
-            <Button
-              theme="solid"
-              disabled={disabled}
-              onClick={() => void onDecision(call.id, true)}
-            >
-              确认执行
-            </Button>
-            <Button
-              type="tertiary"
-              disabled={disabled}
-              onClick={() => void onDecision(call.id, false)}
-            >
-              拒绝
-            </Button>
-          </div>
-        </div>
-      )}
-      {typeof result.error === "string" && (
-        <p className="error-text">{result.error}</p>
-      )}
-      {result.denied === true && <p>已拒绝，未执行此操作。</p>}
-      {alphas.length > 0 && (
-        <div className="ai-alpha-results">
-          {alphas.map((alpha) => (
-            <div key={alpha.id}>
-              <button className="text-link" onClick={() => openAlpha(alpha.id)}>
-                {alpha.name || alpha.id}
-              </button>
-              <small>
-                {alpha.id} · {alpha.region ?? "地区未提供"}
-              </small>
-              <table>
-                <thead>
-                  <tr>
-                    <th>Sharpe</th>
-                    <th>Fitness</th>
-                    <th>Turnover</th>
-                  </tr>
-                </thead>
-                <tbody>
-                  <tr>
-                    <td>{formatNumber(alpha.sharpe)}</td>
-                    <td>{formatNumber(alpha.fitness)}</td>
-                    <td>
-                      {alpha.turnover == null
-                        ? "未提供"
-                        : `${formatNumber(alpha.turnover * 100)}%`}
-                    </td>
-                  </tr>
-                </tbody>
-              </table>
-              <small>本地快照 · {formatTime(alpha.synced_at, timezone)}</small>
-            </div>
-          ))}
-        </div>
-      )}
-      {isSearch && (
-        <p>
-          共 {String(result.total ?? 0)} 条，当前返回 {items.length} 条。
-          {!!result.filters && (
-            <button
-              className="text-link"
-              onClick={() =>
-                onAction({
-                  type: "apply_filters",
-                  filters: result.filters as Record<string, unknown>,
-                  nonce: Date.now(),
-                })
-              }
-            >
-              应用到列表
-            </button>
-          )}
-        </p>
-      )}
-      {call.name === "get_alpha_facets" && call.status === "completed" && (
-        <p>
-          已同步 {String(result.total ?? 0)} 条 Alpha · 收藏{" "}
-          {String(result.favorites ?? 0)} 条<br />
-          地区：
-          {Array.isArray(result.region) ? result.region.join("、") : "未提供"}
-        </p>
-      )}
-      {call.name === "get_alpha_pnl" && call.status === "completed" && (
-        <ChatPnl result={result} timezone={timezone} />
-      )}
-      {call.name === "list_jobs" &&
-        items.map((item) => {
-          const job = item as Record<string, unknown>;
-          return (
-            <p key={String(job.id)}>
-              {jobLabels[String(job.kind)]} ·{" "}
-              {jobStateLabels[String(job.status)]}
-              <small>{String(job.id)}</small>
-            </p>
-          );
-        })}
-      {jobOperation && !!jobId && (
-        <p>
-          {jobLabels[job?.kind ?? String(result.kind)] ?? "任务"} ·{" "}
-          {jobStateLabels[job?.status ?? String(result.status)] ??
-            String(result.status ?? "已处理")}
-          {job && (
-            <span>
-              {" "}
-              · {job.processed}/{job.total ?? "未知"}，失败 {job.failed}
-              {job.error ? ` · ${job.error}` : ""}
-            </span>
-          )}
-          <small>{String(jobId)}</small>
-        </p>
-      )}
-      {result.ok === true && (
-        <p>
-          操作已保存。
-          {typeof result.alpha_id === "string" && (
-            <button
-              className="text-link"
-              onClick={() => openAlpha(result.alpha_id as string)}
-            >
-              打开 Alpha
-            </button>
-          )}
-        </p>
-      )}
-      {typeof result.updated === "number" && (
-        <p>已更新 {result.updated} 条研究记录。</p>
-      )}
-    </section>
-  );
-}
-
-function researchValue(key: keyof Research, value: unknown) {
-  if (key === "favorite") return value ? "已收藏" : "未收藏";
-  if (key === "state")
-    return (
-      stateLabels[String(value) as keyof typeof stateLabels] ?? String(value)
-    );
-  if (Array.isArray(value)) return value.join("、") || "无";
-  return String(value || "空");
-}
-
-function ChatPnl({
-  result,
-  timezone,
-}: {
-  result: Record<string, unknown>;
-  timezone?: string;
-}) {
-  const [pnl, setPnl] = useState<Pnl | null>(null);
-  useEffect(() => {
-    let active = true;
-    if (result.cached && typeof result.alpha_id === "string")
-      api<Pnl>(`/alphas/${encodeURIComponent(result.alpha_id)}/pnl`)
-        .then((value) => {
-          if (active) setPnl(value);
-        })
-        .catch((error) => {
-          if (active) Toast.error(error.message);
-        });
-    return () => {
-      active = false;
-    };
-  }, [result.alpha_id, result.fetched_at, result.cached]);
-  return result.cached ? (
-    <div>
-      {pnl && <PnlChart points={pnl.points} />}
-      <small>
-        {String(result.count)} 条记录 · 缓存于{" "}
-        {formatTime(result.fetched_at as string, timezone)}
-      </small>
-    </div>
-  ) : (
-    <p>尚无 PnL 缓存，可以请求创建 PnL 刷新任务。</p>
-  );
-}
@@ -0,0 +1,70 @@
+import { jobLabels, jobStateLabels } from "../api";
+import type { ToolCardProps } from "./types";
+
+export function JobToolCard({ call, jobs }: ToolCardProps) {
+  const result = call.result ?? {};
+  const items = Array.isArray(result.items) ? result.items : [];
+  const jobId = result.job_id ?? result.id;
+  const job = jobs.find((item) => item.id === jobId);
+  const jobOperation = call.name !== "list_jobs";
+  return (
+    <>
+      {call.preview.operation && (
+        <p>
+          {jobLabels[String(call.preview.operation.kind)] ?? "创建任务"} ·{" "}
+          {Array.isArray(call.preview.operation.alpha_ids) &&
+          call.preview.operation.alpha_ids.length
+            ? call.preview.operation.alpha_ids.join("、")
+            : call.preview.operation.submission === "UNSUBMITTED"
+              ? "待提交 Alpha"
+              : call.preview.operation.submission === "SUBMITTED"
+                ? "已提交 Alpha"
+                : "全部 Alpha"}
+          {call.preview.operation.kind === "daily_sync" && (
+            <>
+              {" · "}
+              {call.preview.operation.submission === "UNSUBMITTED"
+                ? "创建日期"
+                : "提交日期"}{" "}
+              {String(call.preview.operation.date_from)} 至{" "}
+              {String(call.preview.operation.date_to)}（UTC）
+            </>
+          )}
+        </p>
+      )}
+      {call.preview.job && (
+        <p>
+          {jobLabels[String(call.preview.job.kind)]} ·{" "}
+          {String(call.preview.job.id)} ·{" "}
+          {jobStateLabels[String(call.preview.job.status)]}
+        </p>
+      )}
+      {call.name === "list_jobs" &&
+        items.map((item) => {
+          const job = item as Record<string, unknown>;
+          return (
+            <p key={String(job.id)}>
+              {jobLabels[String(job.kind)]} ·{" "}
+              {jobStateLabels[String(job.status)]}
+              <small>{String(job.id)}</small>
+            </p>
+          );
+        })}
+      {jobOperation && !!jobId && (
+        <p>
+          {jobLabels[job?.kind ?? String(result.kind)] ?? "任务"} ·{" "}
+          {jobStateLabels[job?.status ?? String(result.status)] ??
+            String(result.status ?? "已处理")}
+          {job && (
+            <span>
+              {" "}
+              · {job.processed}/{job.total ?? "未知"}，失败 {job.failed}
+              {job.error ? ` · ${job.error}` : ""}
+            </span>
+          )}
+          <small>{String(jobId)}</small>
+        </p>
+      )}
+    </>
+  );
+}
@@ -0,0 +1,93 @@
+import type { ComponentType } from "react";
+import { Button, Tag } from "@douyinfe/semi-ui-19";
+import { BacktestToolCard } from "../backtests/BacktestToolCard";
+import { CatalogToolCard } from "../research/CatalogToolCard";
+import { AlphaToolCard } from "./AlphaToolCard";
+import { JobToolCard } from "./JobToolCard";
+import type { ToolCardProps } from "./types";
+
+// The server owns labels, effects and refresh targets. This is the only place
+// where a new presentation shape joins the workspace; tool names are domain-local.
+const renderers: Record<string, ComponentType<ToolCardProps>> = {
+  alpha: AlphaToolCard,
+  jobs: JobToolCard,
+  catalog: CatalogToolCard,
+  backtest: BacktestToolCard,
+};
+const labels: Record<string, string> = {
+  pending: "待确认",
+  completed: "已完成",
+  failed: "失败",
+  denied: "已拒绝",
+  cancelled: "已取消",
+};
+
+export function BusinessCard(
+  props: ToolCardProps & {
+    onDecision: (id: string, approved: boolean) => Promise<void>;
+    disabled: boolean;
+  },
+) {
+  const { call, onDecision, disabled } = props;
+  const renderer = call.presentation?.renderer ?? "generic";
+  const Renderer = Object.hasOwn(renderers, renderer)
+    ? renderers[renderer]
+    : undefined;
+  const pending = call.status === "pending";
+  const result = call.result ?? {};
+  return (
+    <section className="ai-tool-card" data-status={call.status}>
+      <div className="ai-card-title">
+        <strong>{call.presentation?.label ?? call.name}</strong>
+        <Tag
+          color={pending ? "orange" : call.status === "failed" ? "red" : "grey"}
+        >
+          {labels[call.status] ?? call.status}
+        </Tag>
+      </div>
+      {Renderer ? (
+        <Renderer {...props} />
+      ) : (
+        <>
+          <p>此记录暂不支持专用展示，原始结果仍可查看。</p>
+          <details>
+            <summary>查看业务记录</summary>
+            <pre>
+              {JSON.stringify(pending ? call.preview : result, null, 2)}
+            </pre>
+          </details>
+        </>
+      )}
+      {pending && (
+        <div className="ai-approval">
+          <p className="muted">确认后执行以上预览中的固定操作。</p>
+          <div className="inline-actions">
+            <Button
+              theme="solid"
+              disabled={
+                disabled || !Renderer || call.presentation?.effect !== "confirm"
+              }
+              onClick={() => void onDecision(call.id, true)}
+            >
+              确认执行
+            </Button>
+            <Button
+              type="tertiary"
+              disabled={disabled}
+              onClick={() => void onDecision(call.id, false)}
+            >
+              拒绝
+            </Button>
+          </div>
+        </div>
+      )}
+      {typeof result.error === "string" && (
+        <p className="error-text">{result.error}</p>
+      )}
+      {typeof result._warning === "string" && (
+        <p role="status">{result._warning}</p>
+      )}
+      {result.denied === true && <p>已拒绝，未执行此操作。</p>}
+    </section>
+  );
+}
@@ -1,5 +1,5 @@
 import type { UIMessage } from "ai";
-import type { Research } from "../types";
+import type { Job, Research } from "../types";

 export type ModelSettings = {
  base_url: string;
@@ -44,6 +44,7 @@ export type ToolCard = {
  id: string;
  name: string;
  status: string;
+  presentation?: ToolPresentation;
  preview: {
    targets?: { alpha_id: string; before: Research; after: Research }[];
    job?: Record<string, unknown>;
@@ -87,33 +88,17 @@ export const runLabels: Record<string, string> = {
  cancelled: "已停止",
  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",
-  start_backtest: "启动固定回测",
-  list_backtests: "查询回测运行",
-  get_backtest: "查看回测进度",
-  get_backtest_results: "读取回测结果",
-  control_backtest: "控制回测运行",
-  prepare_backtest_rerun: "准备重跑预览",
-  search_alphas: "查询 Alpha",
-  get_alpha_facets: "查询筛选选项",
-  get_alpha: "读取 Alpha",
-  get_alpha_pnl: "读取 PnL 缓存",
-  list_jobs: "查询任务",
-  get_job_status: "查看任务状态",
-  update_research: "修改研究记录",
-  bulk_update_research: "批量修改研究记录",
-  create_sync_job: "创建同步任务",
-  cancel_job: "取消任务",
-  retry_job: "重试任务",
+
+export type Resource = "alphas" | "datasets" | "backtests" | "jobs" | "account";
+export type ToolPresentation = {
+  label: string;
+  renderer: string;
+  effect: "query" | "prepare" | "confirm" | "unavailable";
+  refresh: Resource[];
+};
+export type ToolCardProps = {
+  call: ToolCard;
+  onAction: (action: UIAction) => void;
+  timezone?: string;
+  jobs: Job[];
 };
@@ -0,0 +1,42 @@
+import type { PageContext, UIAction } from "./types";
+
+export type WorkspacePage = PageContext["page"];
+const contextLabels: Record<WorkspacePage, (context: PageContext) => string> = {
+  alphas: (context) =>
+    `上下文：${context.alpha_id ? `Alpha ${context.alpha_id}` : "Alpha 列表"}${context.selected_ids?.length ? ` · 已选 ${context.selected_ids.length} 条` : ""}`,
+  account: () => "上下文：个人信息页",
+  backtests: () => "上下文：回测研究",
+  datasets: (context) =>
+    `上下文：${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）`,
+};
+
+export function contextLabel(context: PageContext): string {
+  return contextLabels[context.page](context);
+}
+
+export function pageFromHash(hash: string): WorkspacePage {
+  const page = hash.replace(/^#/, "");
+  return Object.hasOwn(contextLabels, page)
+    ? (page as WorkspacePage)
+    : "alphas";
+}
+
+type Destination = {
+  page?: WorkspacePage;
+  chat: "open" | "close" | "responsive";
+};
+// Exhaustive action destinations prevent a new action silently falling into Alpha.
+const destinations: Record<UIAction["type"], Destination> = {
+  open_conversation: { chat: "open" },
+  open_research_input: { page: "datasets", chat: "close" },
+  open_backtest: { page: "backtests", chat: "responsive" },
+  open_backtest_preview: { page: "backtests", chat: "responsive" },
+  open_alpha: { page: "alphas", chat: "responsive" },
+  apply_filters: { page: "alphas", chat: "responsive" },
+};
+
+export function actionDestination(action: UIAction): Destination | undefined {
+  return Object.hasOwn(destinations, action.type)
+    ? destinations[action.type]
+    : undefined;
+}
@@ -31,6 +31,7 @@ import "./style.css";
 import { SourceDetails, sourceLabel } from "../research/SourceDetails";

 export function BacktestPage({
+  version = 0,
  active,
  suspended,
  chatOffset,
@@ -39,6 +40,7 @@ export function BacktestPage({
  onAction,
  onContext,
 }: {
+  version?: number;
  active: boolean;
  suspended: boolean;
  chatOffset: number;
@@ -126,7 +128,7 @@ export function BacktestPage({
      alive = false;
      clearInterval(timer);
    };
-  }, [active, refresh]);
+  }, [active, refresh, version]);
  useEffect(() => {
    if (!runId) return;
    let alive = true;
@@ -154,7 +156,7 @@ export function BacktestPage({
      alive = false;
      clearInterval(timer);
    };
-  }, [runId, resultPage]);
+  }, [runId, resultPage, version]);
  useEffect(() => {
    onContext({
      page: "backtests",
@@ -0,0 +1,90 @@
+import { expect, test } from "@playwright/test";
+
+for (const renderer of ["future", "toString"]) {
+  test(`unknown renderer ${renderer} preserves history without guessing from the tool name`, async ({
+    page,
+  }) => {
+    const errors: string[] = [];
+    const requests: string[] = [];
+    page.on("pageerror", (error) => errors.push(error.message));
+    page.on("request", (request) => requests.push(request.url()));
+    const call = {
+      id: "historical-call",
+      name: "future_backtest_probe",
+      status: "pending",
+      presentation: {
+        label: "历史业务操作",
+        renderer,
+        effect: "confirm",
+        refresh: [],
+      },
+      preview: {
+        backtest_run: { backtest_run_id: "must-not-fetch" },
+        preserved: "固定输入仍可检查",
+      },
+      result: null,
+    };
+    const run = {
+      id: "historical-run",
+      conversation_id: "historical-conversation",
+      status: "waiting_approval",
+      model: "synthetic",
+      elapsed_ms: 0,
+      usage: {},
+      tools: [call],
+    };
+    await page.route("**/api/v1/ai/settings", (route) =>
+      route.fulfill({
+        json: {
+          base_url: "https://model.test/v1",
+          model: "synthetic",
+          protocol: "chat_completions",
+          configured: true,
+          enabled: true,
+          ready: true,
+          test_results: {},
+        },
+      }),
+    );
+    await page.route("**/api/v1/ai/conversations", (route) =>
+      route.fulfill({
+        json: [{ id: "historical-conversation", title: "历史会话" }],
+      }),
+    );
+    await page.route(
+      "**/api/v1/ai/conversations/historical-conversation",
+      (route) =>
+        route.fulfill({
+          json: {
+            id: "historical-conversation",
+            title: "历史会话",
+            runs: [run],
+            messages: [
+              {
+                id: "historical-message",
+                role: "assistant",
+                parts: [{ type: "data-tool", data: call }],
+              },
+            ],
+          },
+        }),
+    );
+    await page.goto("/");
+    await page
+      .getByLabel("密码", { exact: true })
+      .fill("browser-test-password");
+    await page.getByRole("button", { name: "进入工作空间" }).click();
+    await page.getByRole("button", { name: "打开研究助手" }).click();
+    const chat = page.getByRole("complementary", { name: "AI 研究助手" });
+    await expect(chat.getByText("历史业务操作", { exact: true })).toBeVisible();
+    await expect(chat.getByRole("button", { name: "确认执行" })).toBeDisabled();
+    await expect(
+      chat.getByRole("button", { name: "拒绝", exact: true }),
+    ).toBeEnabled();
+    await chat.getByText("查看业务记录", { exact: true }).click();
+    await expect(chat.locator("pre")).toContainText("固定输入仍可检查");
+    await expect(chat.locator(".backtest-tool-summary")).toHaveCount(0);
+    expect(requests.some((url) => url.includes("must-not-fetch"))).toBe(false);
+    expect(errors).toEqual([]);
+  });
+}
@@ -0,0 +1,144 @@
+import { expect, test } from "@playwright/test";
+
+const headers = { "X-WQ-Request": "1" };
+const scope = {
+  instrument_type: "EQUITY",
+  region: "USA",
+  universe: "TOP3000",
+  delay: 1,
+};
+
+test("fixed input, AI approval, backtest and research source remain connected", async ({
+  page,
+}) => {
+  const errors: string[] = [];
+  page.on("pageerror", (error) => errors.push(error.message));
+  await page.goto("/#datasets");
+  await page.getByLabel("密码", { exact: true }).fill("browser-test-password");
+  await page.getByRole("button", { name: "进入工作空间" }).click();
+  await expect(
+    page.getByRole("button", { name: "打开研究助手" }),
+  ).toBeVisible();
+  const config = { base_url: "https://model.test/v1", model: "test-model" };
+  await page.request.put("/api/v1/ai/settings", {
+    headers,
+    data: { ...config, api_key: "synthetic-key" },
+  });
+  expect(
+    (
+      await (
+        await page.request.post("/api/v1/ai/settings/test", { headers })
+      ).json()
+    ).ready,
+  ).toBe(true);
+  await page.request.put("/api/v1/ai/settings", {
+    headers,
+    data: { ...config, enabled: true },
+  });
+  await page.request.put("/api/v1/account/credentials", {
+    headers,
+    data: { email: "test@example.com", password: "synthetic-password" },
+  });
+  await page.request.post("/api/v1/account/connect", { headers });
+  await expect
+    .poll(
+      async () =>
+        (await (await page.request.get("/api/v1/account")).json())
+          .connection_status,
+    )
+    .toBe("connected");
+  for (const dataset_id of [null, "TEST_FIN"]) {
+    const response = await page.request.post("/api/v1/catalog/sync-jobs", {
+      headers,
+      data: { scope, dataset_id },
+    });
+    expect(response.status()).toBe(202);
+    const job = await response.json();
+    await expect
+      .poll(
+        async () =>
+          (await (await page.request.get(`/api/v1/sync-jobs/${job.id}`)).json())
+            .status,
+      )
+      .toBe("completed");
+  }
+  const params = new URLSearchParams(
+    Object.entries(scope).map(([k, v]) => [k, String(v)]),
+  );
+  const fields = await (
+    await page.request.get(`/api/v1/catalog/datasets/TEST_FIN/fields?${params}`)
+  ).json();
+  const saved = await page.request.post("/api/v1/catalog/inputs", {
+    headers,
+    data: {
+      scope,
+      dataset_id: "TEST_FIN",
+      collection_version: fields.collection_version,
+      selection: "all",
+    },
+  });
+  expect(saved.status()).toBe(201);
+  const input = await saved.json();
+  const conversation = await (
+    await page.request.post("/api/v1/ai/conversations", { headers })
+  ).json();
+  const before = (
+    await (await page.request.get("/api/v1/backtests/runs")).json()
+  ).total;
+  const response = await page.request.post(
+    `/api/v1/ai/conversations/${conversation.id}/runs`,
+    {
+      headers,
+      data: {
+        request_id: "research-navigation",
+        message: "研究此输入",
+        context: {
+          page: "datasets",
+          catalog_scope: scope,
+          dataset_id: "TEST_FIN",
+          template_input_id: input.id,
+        },
+      },
+    },
+  );
+  expect(response.status()).toBe(200);
+  await page.reload();
+  await page.getByRole("button", { name: "打开研究助手" }).click();
+  const chat = page.getByRole("complementary", { name: "AI 研究助手" });
+  await expect(chat.getByRole("button", { name: "确认执行" })).toBeEnabled();
+  expect(
+    (await (await page.request.get("/api/v1/backtests/runs")).json()).total,
+  ).toBe(before);
+  await chat.getByRole("button", { name: "确认执行" }).click();
+  await expect(chat.getByText("已保存 1/1 · 平台失败 0")).toBeVisible({
+    timeout: 15000,
+  });
+  await chat.getByRole("button", { name: "打开回测详情", exact: true }).click();
+  await expect(page.getByText("1 / 1 已保存", { exact: true })).toBeVisible();
+  // Follow the persisted source from the business detail, then back to its fixed input.
+  await chat.getByRole("button", { name: "收起研究助手" }).click();
+  await page
+    .locator(".backtest-sheet .research-source")
+    .getByRole("button", { name: "打开研究会话", exact: true })
+    .click();
+  await expect(chat.locator(".ai-message.user .ai-text")).toHaveText(
+    "研究此输入",
+  );
+  await chat
+    .getByRole("button", { name: "查看研究输入", exact: true })
+    .last()
+    .click();
+  await expect(chat).not.toBeVisible();
+  const inputSheet = page.getByRole("dialog", {
+    name: "模板输入草稿",
+    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(".ai-context")).toContainText("固定研究输入");
+  expect(errors).toEqual([]);
+});