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 +1,90 @@
+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([]);
+});