更新生产部署配置，调整工作流以支持 prod 分支，移除不再使用的数据库网络变量，并优化文档说明

- Added new sections on missing data handling and experimental variables in data and signal semantics (2026-09-25).
- Included clarifications on clustering representatives and candidate evaluations in portfolio and correlation optimization (2026-09-25).
- Updated README to reflect the latest forum synchronization and new post counts, including significant additions and revisions across multiple topics (2026-09-25).

.gitea/workflows/deploy-production.yaml

@@ -1,13 +1,15 @@
 name: Deploy production
 on:
   push:
-    branches: [main]
+    branches: [prod]
   workflow_dispatch:
 
 jobs:
   deploy:
-    # Reuse the runner that deploys zhixing-system to the same Docker host.
+    # Manual runs must also select prod before receiving production credentials.
-    runs-on: ubuntu-latest
+    if: ${{ github.ref == 'refs/heads/prod' }}
+    # Match the label of tencent-prod-runner on server B, not its runner name.
+    runs-on: tencent-prod
     steps:
       - name: Checkout
         uses: https://github.com/actions/checkout@v4
@@ -22,7 +24,6 @@ jobs:
           WQ_PASSWORD: ${{ secrets.WQ_PASSWORD }}
           ENCRYPTION_KEY: ${{ secrets.ENCRYPTION_KEY }}
           ADMIN_USERNAME: ${{ vars.ADMIN_USERNAME }}
-          DATABASE_NETWORK: ${{ vars.DATABASE_NETWORK }}
           PUBLIC_ORIGIN: ${{ vars.PUBLIC_ORIGIN }}
           MCP_ENABLED: ${{ vars.MCP_ENABLED }}
         run: bash scripts/deploy-production.sh

.scratch/ppac-candidate/issues/01-fixed-tab.md

@@ -0,0 +1,24 @@
+# Alpha 管理候选PPAC
+Type: task
+Status: ready-for-agent
+
+用户要求新增固定候选清单，并将对应检查结果显示为黄色“候选PPAC”Tag。
+
+## 实现范围
+
+- 仅有一项 Alpha FAIL 且名称为 PURE_POWER_POOL_THEME 时，检查结果派生为 PPAC_CANDIDATE；REGULAR_SUBMISSION 沿用既有排除口径，WARNING/PENDING 不计失败。
+- 固定“候选PPAC”Tab 通过 ppac_candidate=true 在数据库分页前筛选未提交候选；叠加筛选、分页、导出、保存/恢复视图及 AI 页面上下文保持一致。
+- 列表和详情显示黄色候选状态，保留原始 FAIL 检查证据与本地研究记录。候选身份不表示当前可正式提交。
+- 迁移 0022 复用已有 check_type 索引，仅重分类匹配的历史缓存。同步和主动检查沿用 snapshot_columns 自动刷新分类。
+
+## 验证
+
+分类边界、组合筛选/分页/导出、同步与主动检查后的状态迁移、隔离历史迁移、后端静态检查、前端构建和浏览器固定 Tab/黄色 Tag/保存恢复/窄屏验证。
+
+## Comments
+
+已完成本地实现与验证：95 项后端回归通过，包含分类边界、真实业务执行器对模拟 /check 的状态刷新、筛选/分页/导出/保存视图、503 条历史缓存的升级/降级/再升级及迁移 schema check；Ruff、TypeScript 与生产构建通过。
+
+原有 Alpha 管理、提交受阻和本地相关性筛选 3 项浏览器回归通过。另在隔离临时库使用 56 条合成 PPAC Alpha 验证：固定 Tab、列表/详情黄色 Tag、原始 FAIL 保留、跨页勾选、搜索后回第一页及清空选择、保存/恢复视图、空结果和重置保持候选范围。1920px 桌面与 720px 窄屏完成截图检查，行高为 40px，窄屏分页底部 887px 位于 900px 视口内，页面未横向溢出，表体可独立横向滚动。
+
+截图位于忽略目录 output/playwright/ppac-candidate-{desktop,detail,narrow}.png。构建保留已有 lottie eval 和大包提示；浏览器仅有登录前 auth/me 的 401 与 favicon 404。未部署、未迁移实际业务数据库、未请求真实平台。

.scratch/pyramid-mcp/issues/01-distribution.md

@@ -0,0 +1,15 @@
+# Pyramid distribution MCP
+Status: ready-for-agent
+
+按 region/delay 实时读取本季度个人 Pyramid 分布，按 >=3、1–2、0 分组。
+复用平台认证和 MCP 只读权限；缺失或非法计数不能当作零。
+验证 MCP 调用、边界值、输入/上游错误，并展示实时样例。不发布、不提交。
+
+## Comments
+
+- 已实现 get_pyramid_distribution(region, delay)，复用现有 WqClient 和 research:read。
+- 实测传日期后返回全零，日期参数语义尚未确认；最终使用已验证的无日期请求，period=platform_default，不宣称独立验证季度边界。
+- MCP 及新功能 20 项测试通过，Ruff / diff check 通过。使用内存数据库隔离认证令牌与审计，通过 MCP invoke 调用真实平台：USA/D1 已点亮0类、进行中5类、零计数11类。
+
+- 按用户新要求改为必传 current_date，自动计算完整自然季度，发送 startDate/endDate；不再使用默认周期。2026-09-13 对应 2026-07-01 至 2026-09-30。
+- 33 项测试通过（含四季度边界、跨年、闰日、日期校验），Ruff 通过。真实 MCP invoke：USA/D1 全零；GLB/D1 fundamental/risk 各3；AMR/D1 risk 为1，其余零。此前默认周期样例已被此次明确季度结果替代。

.scratch/superalpha/issues/01-implementation.md

@@ -0,0 +1,22 @@
+# Super Alpha 研究、管理及通用回测接入
+
+Status: ready-for-agent
+Outcome: implemented
+
+## 工作项
+
+- [x] 公共契约、组件快照和增量迁移
+- [x] 通用回测及结果证据支持 SUPER
+- [x] 方案、Selection 任务和 MCP
+- [x] 研究及管理页面、路由和范围隔离
+- [x] 模拟平台测试、构建、浏览器及迁移验证
+
+## Comments
+
+2026-09-13：开始实施用户已确认计划。只执行本地模拟验证，保护已有 Pyramid MCP 改动。
+
+2026-09-13：完成两个菜单、共享 SUPER 回测契约、方案版本与构造记录、独立组件证据、8 个 MCP 工具及通用工具扩展。使用文档已更新至 docs/mcp-research.md。
+
+验证记录：后端全量 540 项通过；后续元数据、来源和幂等调整后的针对性回归分别 44 项、30 项通过。前端类型检查与构建通过；Super Alpha、原回测、管理、MCP Key、研究导航、侧栏和原工作空间浏览器场景均通过。新列表验证了 40px 行高，检查 1440/850/390px 视口。迁移 0021 在专用临时 PostgreSQL 中完成回退/重升级、历史 REGULAR 回测及已有 SUPER/备注保留、SUPER 完整闭环与并发幂等验证。
+
+范围：只使用模拟平台和可丢弃的本地测试数据库；未迁移用户运行库，未执行真实 SUPER 模拟、正式 Alpha 提交、部署或 git 提交。升级运行环境时需应用 0021；真实 SUPER 模拟须按用户计划另行授权验收。构建保留既有的大包及 lottie-web eval 提示。

.scratch/superalpha/spec.md

@@ -0,0 +1,14 @@
+# Super Alpha 研究与管理
+
+按用户 2026-09-13 确认的功能规划实施。
+
+- 新增 Super Alpha 研究（方案、版本、Selection 预览、参数展开、固定候选及对照）和 Super Alpha 管理菜单。
+- 管理菜单以 SUPER / 非 SUPER 分流，共用 Alpha 记录、同步、备注和检查。网页 AI 只识别新页面和对象。
+- 复用通用回测、研究资产和不可变版本。SUPER 候选包含 selection/combo/完整设置，每个 SUPER 单独发平台请求，共用配额与恢复。
+- 组件预览与实际组件证据独立，保存请求指纹、组件指纹、时间和完整性。未知不等于通过。
+- 增加方案查询/读取/保存、Selection 预览/读取、候选构造及 SUPER 成果查询/读取 MCP 工具，回测仍使用通用工具。
+- 不实现自动研究循环、独立调度器或正式 Alpha 提交；不调用真实模拟或收费模型。
+
+验收：网页及 MCP 完整闭环、范围隔离、版本及幂等、组件异常、SUPER 回测恢复与历史 REGULAR 兼容；后端测试、前端构建、浏览器和独立迁移验证。
+
+已有 Pyramid MCP 未提交改动必须保留。

.scratch/template-backtest-flow/issues/01-simplify.md

@@ -0,0 +1,22 @@
+# 简化模板到批量回测流程
+Status: ready-for-agent
+
+## 范围
+模板详情保持编辑、保存、新增版本；回测准备选择数据准备并展开候选，候选集合即用户确认界面，点击回测直接启动批量任务并导航到回测研究。
+模板生成仅保留表达式语法与数据准备/回测参数组合一致性检查；不持久化逐候选校验状态，不依赖算子/字段可用性缓存。字段类型用于候选域选择，不作为表达式类型检查。
+模板侧不提供评估研究结果、变体关系；保留回测来源关联。其他研究生产者的行为不扩大修改。
+
+## 验证
+覆盖语法/组合失败不保存候选、无元数据仍可生成、旧记录不被旧校验状态阻塞、启动幂等与来源、候选分页/选择/直接启动导航。
+
+## 完成结果
+已实现模板独立候选确认界面及单次回测接口，内部在同一事务创建执行快照与批量任务；按账户锁和请求键保证重试幂等，提交后唤醒执行器。
+新模板候选不保存 validation；历史行状态不再参与模板资格判定。旧快照按语法和组合契约读取，其他生产者保留各自检查。
+模板参数选项同步仅辅助选择，不阻塞生成。修改准备参数会移除旧候选；迟到的生成响应不覆盖新的准备状态。
+
+## 验证结果
+- Ruff、前端 typecheck、git diff --check 通过。
+- 后端研究工作区、MCP模板、研究流水线、批量回测：97项通过。
+- 现有设置、研究导航、研究结果浏览器回归：6项通过。
+- Playwright CLI 在隔离模拟环境验证51条候选、跨页选择、40px行高、窄屏滚动、参数变化使候选失效、取消1条后单击回测创建50条任务并导航；无额外预览/评估/变体关系入口，保存来源关联。
+- 未连接真实平台执行回测，未执行生产数据库变更，未提交或推送代码。

.scratch/template-backtest-flow/issues/02-tools.md

@@ -0,0 +1,14 @@
+# 对齐 MCP 与内置 bot 的模板流程
+Status: ready-for-agent
+
+## 范围
+模板来源回测证据改为可选，提供时继续校验真实完整性。MCP 补齐模板版本+数据准备生成候选、分页读取固定候选、按候选 ID 批量回测，沿用权限、幂等、原子事务及审计。
+内置 bot 可直接对模板候选集合请求一次确认，不再单独准备预览；统一模板语法/组合规则与来源。通用回测、SUPER、变体与结果评估工具保持既有职责。
+
+## 验证
+覆盖无来源创建与新增版本、来源错误、分页不截断执行、生成不启动、执行权限隔离、重试幂等及内容冲突、确认前零回测、拒绝/变更确认、提交后唤醒和关联追溯。
+
+## 完成记录
+已实现可选来源证据、MCP 候选生成/分页读取/按集合执行，以及内置 bot 的一次确认回测。模板共用语法与组合一致性规则；完整候选摘要在确认时固定，执行前核对，保持模板来源与调用方审计关联。
+
+验证：相关后端测试共 132 项通过（MCP 模板与研究集成 33 项；MCP/模板工作区/AI/能力回归 99 项，其中 SDK 工具数量断言更新后单独复跑通过）。Ruff 和 git diff --check 通过。使用隔离数据库、模拟模型和平台；未执行真实平台回测。未提交或推送代码。

.scratch/template-detail/issues/01-detail.md

@@ -0,0 +1,14 @@
+# 模板详情与回测准备迭代
+Type: task
+Status: ready-for-human
+
+## 范围
+模板详情移除 AI、假设、导入、删除、历史选择等交互；仅保留名称、类别、研究解释、表达式及占位符类型/描述，操作为保存和新增版本。回测准备按表达式、数据准备、展开选项、回测参数、生成候选集合排列。允许无取值模板保存，展开时按字段类型绑定固定输入；非字段参数不推测。保留现有不可变版本与并发保护，提供 bot 创建及新增版本能力。
+
+## 验证
+类型检查、后端模板保存/展开/版本/bot 回归、浏览器实际交互。
+
+## Answer
+已完成前后端实现。保存修改沿用不可变版本；新增版本允许内容不变时显式创建下一版。模板工坊仅配置字段类型与描述，已有显式 values 仍作为候选限制保留；空 field 从所选固定输入按类型绑定，非字段空参数返回明确 422。新增内置 bot 模板创建/版本能力和外部 MCP 版本、查询能力。
+
+验证：前端 typecheck、改动文件 Ruff、git diff --check 通过。模板与工作空间 50 项测试通过；AI/MCP 回归 39 项通过，1 项因新增工具导致总数断言变化，更新断言后单独复跑通过。两条既有浏览器回归通过。Playwright CLI 实测字段去重/删除、描述保存、类型切换、保存 v1/新增 v2/编辑保存 v3、历史不变、选择数据准备后生成候选且未启动回测。截图位于 output/playwright/template-detail-editor.png 与 template-detail-prepare.png。验证使用隔离数据库和模拟平台。

backend/app/ai/contracts.py

@@ -45,6 +45,8 @@ class PageContext(Contract):
     page: Literal[
         "home",
         "alphas",
+        "superalphas",
+        "superalpha-research",
         "account",
         "datasets",
         "fields",

backend/app/alphas.py

@@ -31,16 +31,20 @@ def snapshot_columns(settings, metrics, checks, *, checked=False):
     Sync snapshots with no failures are PRE_CHECK; a completed explicit /check
     with no failures is PASS. WARNING/PENDING do not count as failures, matching
     the legacy workflow. Empty, malformed or unknown results remain PENDING.
-    No submission eligibility or activity eligibility is inferred here.
+    A sole PURE_POWER_POOL_THEME failure is a PPAC candidate, not confirmation
+    of current submission or activity eligibility. Raw failures stay available.
     """
     settings = settings if isinstance(settings, dict) else {}
     metrics = metrics if isinstance(metrics, dict) else {}
     blocked = submission_limits(checks)["status"] == "blocked"
     checks, _ = split_checks(checks)
     valid = [check for check in checks if isinstance(check, dict)]
-    failures = len(failed_checks(checks))
+    failed_names = failed_checks(checks)
+    failures = len(failed_names)
     by_name = {check["name"]: check for check in valid if isinstance(check.get("name"), str)}
-    if failures:
+    if failed_names == ["PURE_POWER_POOL_THEME"]:
+        check_type = "PPAC_CANDIDATE"
+    elif failures:
         check_type = "FAIL_1" if failures == 1 else "FAIL_2"
     elif not checks or len(valid) != len(checks) or any(check_result(check) not in ("PASS", "WARNING", "PENDING") for check in valid):
         check_type = "PENDING"
@@ -75,7 +79,7 @@ def check_summary(checks, *, check_type):
         "check_type": check_type,
         "failed_checks": failed_checks(checks),
         "submission_limits": submission_limits(checks),
-        "meaning": "PRE_CHECK 为同步无失败项；PASS 为主动检查完成且无失败项。PENDING/WARNING 不算失败，不代表全部检查项 PASS 或当前可提交",
+        "meaning": "PRE_CHECK 为同步无失败项；PASS 为主动检查完成且无失败项；PPAC_CANDIDATE 为唯一失败项是 PURE_POWER_POOL_THEME 的候选。PENDING/WARNING 不算失败，不代表全部检查项 PASS 或当前可提交",
     }
 
 
@@ -189,12 +193,21 @@ async def upsert_alpha(db, raw: dict):
 
 def list_statement(filters):
     query = select(Alpha, Research).join(Research, Research.alpha_id == Alpha.id)
+    if filters.management_scope == "super":
+        query = query.where(Alpha.alpha_type == "SUPER")
+    elif filters.management_scope == "non_super":
+        query = query.where(or_(Alpha.alpha_type != "SUPER", Alpha.alpha_type.is_(None)))
     if filters.submission:
         query = query.where(submission_condition(filters.submission))
     if filters.submission_blocked is not None:
         query = query.where(Alpha.submission_blocked == filters.submission_blocked)
         if filters.submission_blocked:
             query = query.where(submission_condition("UNSUBMITTED"))
+    if filters.ppac_candidate is not None:
+        candidate = Alpha.check_type == "PPAC_CANDIDATE"
+        query = query.where(candidate if filters.ppac_candidate else ~candidate)
+        if filters.ppac_candidate:
+            query = query.where(submission_condition("UNSUBMITTED"))
     if (filters.local_correlation_status is not None or filters.local_correlation_min is not None
             or filters.local_correlation_max is not None):
         # One cache row per Alpha keeps totals/export stable; stale overrides the displayed status.
@@ -285,6 +298,11 @@ def summary(item: Alpha, research: Research):
     result = {k: getattr(item, k) for k in keys}
     result["failed_checks"] = failed_checks(item.checks)
     result["expression_preview"] = (item.expression or item.selection or "")[:240]
+    result["selection_preview"], result["combo_preview"] = (item.selection or "")[:240], (item.combo or "")[:240]
+    if item.alpha_type == "SUPER":
+        from .superalpha.evidence import parse_components
+        components = parse_components(item.raw.get("components", item.raw.get("selectedAlphas")))
+        result["component_count"] = len(components["components"]) if components["complete"] else None
     result["research"] = {
         k: getattr(research, k) for k in ("note", "tags", "favorite", "state", "updated_at", "version")
     }

backend/app/backtests/ai_tools.py

@@ -96,7 +96,7 @@ async def wake_backtests(runner, result):
     runner.backtests.wake.set()
 
 
-INSTRUCTIONS = "回测先读取能力再准备固定候选预览，每次运行确认一次；后续候选新建预览。停止生成不取消回测。\n回测结果追问用 get_backtest/get_backtest_results。上下文或历史没有运行 ID 时，可用 list_backtests 按 source=chatbox 和会话 reference 找回；不得把启动返回当作结果。"
+INSTRUCTIONS = "模板集合使用 start_template_backtest 直接请求确认；其他回测先读取能力再准备固定候选预览。每次运行确认一次；后续候选新建预览。停止生成不取消回测。\n回测结果追问用 get_backtest/get_backtest_results。上下文或历史没有运行 ID 时，可用 list_backtests 按 source=chatbox 和会话 reference 找回；不得把启动返回当作结果。"
 
 
 CAPABILITIES = (

backend/app/backtests/contracts.py

@@ -27,25 +27,47 @@ class SimulationSettings(Contract):
     maxPosition: Literal["ON", "OFF"] = "OFF"
 
 
+class SuperSimulationSettings(SimulationSettings):
+    """SUPER-only selection settings; platform metadata still determines availability."""
+
+    selectionHandling: Literal["POSITIVE", "NON_ZERO", "NON_NAN"]
+    selectionLimit: int = Field(ge=1, le=100000, strict=True)
+    componentActivation: Literal["IS", "OS"]
+
+
 class Candidate(Contract):
     client_item_id: str = Field(min_length=1, max_length=100)
-    expression: str = Field(min_length=1, max_length=20000)
+    expression: str = Field(default="", max_length=20000)
-    settings: SimulationSettings
+    selection: str | None = Field(default=None, max_length=20000)
-    alpha_type: Literal["REGULAR"] = "REGULAR"
+    combo: str | None = Field(default=None, max_length=20000)
+    settings: SuperSimulationSettings | SimulationSettings
+    alpha_type: Literal["REGULAR", "SUPER"] = "REGULAR"
 
-    @field_validator("expression")
+    @field_validator("expression", "selection", "combo")
     @classmethod
     def nonempty(cls, value):
-        value = value.strip()
+        return value.strip() if value is not None else None
-        if not value:
+
-            raise ValueError("表达式不能为空")
+    @model_validator(mode="after")
-        return value
+    def typed_input(self):
+        if self.alpha_type == "SUPER":
+            if self.expression or not self.selection or not self.combo:
+                raise ValueError("SUPER 必须提供非空 selection/combo，不能提供 regular expression")
+            if not isinstance(self.settings, SuperSimulationSettings):
+                raise ValueError("SUPER 必须提供 selectionHandling、selectionLimit、componentActivation")
+        elif not self.expression or self.selection is not None or self.combo is not None or isinstance(self.settings, SuperSimulationSettings):
+            raise ValueError("REGULAR 必须提供非空 expression，不能包含 SUPER 表达式或设置")
+        return self
 
     def platform_input(self):
+        if self.alpha_type == "SUPER":
+            return {"type": "SUPER", "selection": self.selection, "combo": self.combo,
+                    "settings": self.settings.model_dump()}
         return {"type": self.alpha_type, "regular": self.expression, "settings": self.settings.model_dump()}
 
 
 class Source(Contract):
+    research_kind: str | None = Field(default=None, max_length=50)
     kind: str = Field(default="manual", min_length=1, max_length=100)
     reference: str | None = Field(default=None, max_length=200)
     batch_id: str | None = Field(default=None, max_length=200)
@@ -54,6 +76,9 @@ class Source(Contract):
     research_id: str | None = Field(default=None, max_length=200)
     parent_run_id: str | None = Field(default=None, max_length=36)
     hypothesis: str | None = Field(default=None, max_length=2000)
+    superalpha_plan_id: str | None = Field(default=None, max_length=36)
+    superalpha_plan_version: int | None = Field(default=None, ge=1)
+    selection_snapshot_ids: list[str] = Field(default_factory=list, max_length=100)
 
 
 class SourceOutput(Source):
@@ -129,7 +154,7 @@ def fingerprint(payload: dict) -> str:
 
 def group_key(candidate: dict):
     settings = candidate["settings"]
-    return tuple(settings[k] for k in ("region", "delay", "language", "instrumentType"))
+    return (candidate.get("alpha_type", "REGULAR"), *tuple(settings[k] for k in ("region", "delay", "language", "instrumentType")))
 
 
 class ReferenceInput(Contract):
@@ -203,7 +228,10 @@ class ItemOutput(Contract):
     id: str
     client_item_id: str
     expression: str
-    settings: SimulationSettings
+    alpha_type: Literal["REGULAR", "SUPER"] = "REGULAR"
+    selection: str | None = None
+    combo: str | None = None
+    settings: SuperSimulationSettings | SimulationSettings
     attempt_id: str
     platform_status: str
     collection_status: str

backend/app/backtests/routes.py

@@ -117,13 +117,14 @@ async def runs(
     source: str | None = Query(None, max_length=100),
     reference: str | None = Query(None, max_length=200),
     research_id: str | None = Query(None, max_length=200),
+    alpha_type: Literal["REGULAR", "SUPER"] | None = None,
     q: str = Query("", max_length=200),
     sort: Literal["name", "created_at"] = "created_at",
     direction: Literal["asc", "desc"] = "desc",
 ):
     async with request.app.state.sessions() as db:
         return await Business(db).backtests.runs(
-            limit, offset, source, reference, research_id, q, sort, direction
+            limit, offset, source, reference, research_id, q, sort, direction, alpha_type
         )
 
 
@@ -195,3 +196,17 @@ async def attach_reference(attempt_id: str, body: ReferenceInput, request: Reque
 async def subset(preview_id: str, body: SubsetInput, request: Request):
     async with request.app.state.sessions.begin() as db:
         return await Business(db).backtests.subset(preview_id, body)
+
+
+@router.get("/items/{item_id}/artifact")
+async def artifact(item_id: str, request: Request, kind: Literal["snapshot", "components", "pnl"], limit: int = Query(25, ge=1, le=100), offset: int = Query(0, ge=0)):
+    from fastapi import HTTPException
+
+    from ..research_access.contracts import Artifact
+    from ..research_access.queries import EvidenceQueries
+    from ..research_access.service import ResearchError
+    async with request.app.state.sessions() as db:
+        try:
+            return await EvidenceQueries(db).artifact(Artifact(item_id=item_id, kind=kind, limit=limit, offset=offset))
+        except ResearchError as exc:
+            raise HTTPException(404, str(exc)) from None

backend/app/backtests/runtime.py

@@ -448,7 +448,7 @@ class BacktestLane:
 
     def safe_progress(self, value):
         # Store useful protocol evidence, never arbitrary upstream diagnostics or credentials.
-        result = {k: value[k] for k in ("status", "alpha", "regular", "settings", "location") if k in value}
+        result = {k: value[k] for k in ("status", "type", "alpha", "regular", "selection", "combo", "settings", "location", "warnings") if k in value}
         message = value.get("error") or value.get("message")
         if isinstance(message, str):
             for secret in list(self.client.credentials or ()) + list(self.client.client.cookies.values()):
@@ -485,11 +485,13 @@ class BacktestLane:
             matched = [
                 i
                 for i in items
-                if i.expression == expression
+                if ((i.alpha_type == "REGULAR" and evidence.get("type", "REGULAR") == "REGULAR" and i.expression == expression)
+                    or (i.alpha_type == "SUPER" and evidence.get("type") == "SUPER"
+                        and i.selection == code(evidence.get("selection")) and i.combo == code(evidence.get("combo"))))
                 and isinstance(settings, dict)
                 and all(k in settings and settings[k] == v for k, v in i.settings.items())
             ]
-            if count == 1:
+            if count == 1 and items[0].alpha_type == "REGULAR":
                 matched = (
                     items
                     if (expression == items[0].expression or (not expression and detail is None))
@@ -499,6 +501,9 @@ class BacktestLane:
                     )
                     else []
                 )
+            if count == 1 and items[0].alpha_type == "SUPER" and detail is None:
+                # A known receipt can record progress, but saving SUPER requires full type/input evidence.
+                matched = items if not any(k in evidence for k in ("type", "selection", "combo", "settings")) else matched
             # Identical inputs within a multi-submit are intentionally not position-matched.
             if len(matched) != 1 or (matched[0].simulation_id not in (None, child)):
                 return
@@ -513,6 +518,9 @@ class BacktestLane:
                 if not await db.get(BacktestResult, item.id):
                     from datetime import datetime
 
+                    if item.alpha_type == "SUPER":
+                        from ..superalpha.evidence import save_actual_components
+                        await save_actual_components(db, item, detail, receipt["observed_at"])
                     db.add(
                         BacktestResult(
                             item_id=item.id,

backend/app/backtests/service.py

@@ -93,7 +93,7 @@ class Backtests:
 
     async def capabilities(self):
         return {
-            "alpha_types": ["REGULAR"],
+            "alpha_types": ["REGULAR", "SUPER"],
             "languages": ["FASTEXPR"],
             "instrument_types": ["EQUITY"],
             "settings_schema": Candidate.model_json_schema(),
@@ -111,6 +111,8 @@ class Backtests:
         from ..research.expressions import analyze
         if not body.preparation_refs and not body.input_ids:
             return
+        if any(c.alpha_type == "SUPER" for c in body.candidates):
+            raise HTTPException(422, "SUPER 组件快照不能使用字段数据准备集合")
         await Preparations(self.db).bind(body)
         snapshots = [await Preparations(self.db).snapshot(i) for i in body.input_ids]
         for candidate in body.candidates:
@@ -221,6 +223,8 @@ class Backtests:
                 if len(candidates) != len(selection):
                     raise HTTPException(422, "选择包含不属于当前草稿的候选")
             data = {"name": draft.name, "source": draft.source, "candidates": candidates}
+        from ..superalpha.service import validate_source
+        await validate_source(self.db, data["source"], data["candidates"])
         candidates = DraftInput.model_validate(data).model_dump(mode="json")["candidates"]
         config = await self.db.get(BacktestConfig, 1)
         groups = defaultdict(list)
@@ -253,6 +257,9 @@ class Backtests:
         for indices in groups.values():
             local_batches = []
             for index in indices:
+                if candidates[index]["alpha_type"] == "SUPER":
+                    batches.append([index])
+                    continue
                 batch = next(
                     (
                         b
@@ -352,6 +359,7 @@ class Backtests:
                         ordinal=i,
                         client_item_id=c.client_item_id,
                         expression=c.expression,
+                        alpha_type=c.alpha_type, selection=c.selection, combo=c.combo,
                         settings=c.settings.model_dump(),
                         fingerprint=fingerprint(c.platform_input()),
                     )
@@ -360,8 +368,10 @@ class Backtests:
         await self.db.flush()
         return await self.run(run.id)
 
-    async def runs(self, limit=25, offset=0, source=None, reference=None, research_id=None, q="", sort="created_at", direction="desc"):
+    async def runs(self, limit=25, offset=0, source=None, reference=None, research_id=None, q="", sort="created_at", direction="desc", alpha_type=None):
         query = select(BacktestRun)
+        if alpha_type:
+            query = query.where(BacktestRun.id.in_(select(BacktestItem.run_id).where(BacktestItem.alpha_type == alpha_type)))
         if q:
             query = query.where(BacktestRun.name.contains(q, autoescape=True))
         column = {"name": BacktestRun.name, "created_at": BacktestRun.created_at}[sort]
@@ -460,7 +470,7 @@ class Backtests:
                             for k in (
                                 "id",
                                 "client_item_id",
-                                "expression",
+                                "expression", "alpha_type", "selection", "combo",
                                 "settings",
                                 "attempt_id",
                                 "platform_status",
@@ -610,7 +620,8 @@ class Backtests:
                     source=Source.model_validate({**run.source, "parent_run_id": run.id}),
                     candidates=[
                         Candidate(
-                            client_item_id=r.client_item_id, expression=r.expression, settings=r.settings
+                            client_item_id=r.client_item_id, expression=r.expression, settings=r.settings,
+                            alpha_type=r.alpha_type, selection=r.selection, combo=r.combo
                         )
                         for r in selected
                     ],

backend/app/business.py

@@ -91,27 +91,29 @@ class Business:
             else None,
         }
 
-    async def get_alpha_facets(self):
+    async def get_alpha_facets(self, management_scope=None):
+        from .schemas import AlphaFilters
+        ids = list_statement(AlphaFilters(management_scope=management_scope)).with_only_columns(Alpha.id)
         result = {}
         for key in ("region", "universe", "alpha_type", "language", "status", "stage"):
             column = getattr(Alpha, key)
             result[key] = list(
                 (
                     await self.db.scalars(
-                        select(column).where(column.is_not(None)).distinct().order_by(column)
+                        select(column).where(column.is_not(None), Alpha.id.in_(ids)).distinct().order_by(column)
                     )
                 ).all()
             )
         result["tags"] = list(
-            (await self.db.scalars(select(ResearchTag.tag).distinct().order_by(ResearchTag.tag))).all()
+            (await self.db.scalars(select(ResearchTag.tag).where(ResearchTag.alpha_id.in_(ids)).distinct().order_by(ResearchTag.tag))).all()
         )
-        result["total"] = await self.db.scalar(select(func.count()).select_from(Alpha))
+        result["total"] = await self.db.scalar(select(func.count()).select_from(Alpha).where(Alpha.id.in_(ids)))
         result["favorites"] = await self.db.scalar(
-            select(func.count()).select_from(Research).where(Research.favorite.is_(True))
+            select(func.count()).select_from(Research).where(Research.favorite.is_(True), Research.alpha_id.in_(ids))
         )
-        result["last_sync"] = await self.db.scalar(select(func.max(Alpha.synced_at)))
+        result["last_sync"] = await self.db.scalar(select(func.max(Alpha.synced_at)).where(Alpha.id.in_(ids)))
         result["source"] = sorted(
-            {kind for kinds in (await source_kinds(self.db)).values() for kind in kinds}
+            {kind for kinds in (await source_kinds(self.db, list(await self.db.scalars(ids)))).values() for kind in kinds}
         )
         return result
 

backend/app/catalog/research_metadata.py

@@ -66,6 +66,7 @@ def setting_rows(data):
                         for key in (
                             "decay", "truncation", "pasteurization", "unitHandling",
                             "nanHandling", "language", "visualization", "maxTrade", "maxPosition",
+                            "selectionHandling", "selectionLimit", "componentActivation",
                         ):
                             definition = children.get(key)
                             if not isinstance(definition, dict):
@@ -200,11 +201,15 @@ class ResearchMetadata:
                 raise HTTPException(502, "算子分页提前结束")
         raise HTTPException(502, "算子分页超过本地限制，未发布新快照")
 
-    async def operators(self, q="", category=None, favorite=False, limit=25, offset=0):
+    async def operators(self, q="", category=None, favorite=False, limit=25, offset=0, stage=None):
         snapshot = await self.get("operators")
         notes = {r.name: r for r in await self.db.scalars(select(OperatorNote))}
         rows = []
         for item in snapshot["content"].get("items", []):
+            scopes = item.get("scope") or []
+            scopes = scopes if isinstance(scopes, list) else [scopes]
+            if stage and stage.upper() not in [str(s).upper() for s in scopes]:
+                continue
             note = notes.get(item["name"])
             if q.lower() not in json.dumps(item, ensure_ascii=False).lower() or (
                 category and item["category"] != category

backend/app/catalog/research_routes.py

@@ -18,11 +18,12 @@ async def operators(
     q: str = "",
     category: str | None = None,
     favorite: bool = False,
+    stage: str | None = None,
     limit: int = Query(25, ge=1, le=100),
     offset: int = Query(0, ge=0),
 ):
     async with request.app.state.sessions() as db:
-        return await ResearchMetadata(db).operators(q, category, favorite, limit, offset)
+        return await ResearchMetadata(db).operators(q, category, favorite, limit, offset, stage)
 
 
 @router.post("/operators/refresh")

backend/app/jobs.py

@@ -265,6 +265,10 @@ class Runner:
                     await sync_catalog(self, job_id, payload)
                 elif kind in ("full_sync", "daily_sync"):
                     await self.sync_all(job_id)
+                elif kind == "super_selection_preview":
+                    from .superalpha.jobs import run_selection
+
+                    await run_selection(self, job_id, payload)
                 elif kind == "submission_check":
                     from .submission import run_check
 
@@ -302,7 +306,7 @@ class Runner:
             await self.checkpoint(
                 job_id,
                 {
-                    "status": "waiting_connection" if waiting or (kind == "catalog_full_sync" and exc.code == "network_error") else "failed",
+                    "status": "waiting_connection" if waiting or (kind in ("catalog_full_sync", "super_selection_preview") and exc.code == "network_error") else "failed",
                     "error": str(exc),
                     "next_retry_at": None,
                 },

backend/app/main.py

@@ -6,7 +6,7 @@ import io
 import time
 from collections import defaultdict
 from contextlib import AsyncExitStack, asynccontextmanager
-from typing import Annotated
+from typing import Annotated, Literal
 
 from fastapi import APIRouter, Depends, FastAPI, HTTPException, Query, Request, Response
 from fastapi.exceptions import RequestValidationError
@@ -56,6 +56,7 @@ from .schemas import (
 )
 from .security import bootstrap, cipher, issue_session, require_auth, token_hash, valid_password
 from .submission import router as submission_router
+from .superalpha.routes import router as superalpha_router
 
 
 def account_output(account, client, settings):
@@ -344,9 +345,9 @@ def create_app(settings=None, wq_client=None, ai_model_factory=None):
             return await Business(db).search_alphas(filters)
 
     @api.get("/alphas/facets", response_model=FacetsOutput, tags=["alphas"])
-    async def facets():
+    async def facets(management_scope: Literal["super", "non_super"] | None = None):
         async with sessions() as db:
-            return await Business(db).get_alpha_facets()
+            return await Business(db).get_alpha_facets(management_scope)
 
     @api.get(
         "/alphas/export",
@@ -487,6 +488,7 @@ def create_app(settings=None, wq_client=None, ai_model_factory=None):
     app.include_router(dashboard_router)
     app.include_router(home_information_router)
     app.include_router(backtest_router)
+    app.include_router(superalpha_router)
     app.include_router(api)
     app.include_router(catalog_router)
     app.include_router(preparations_router)

backend/app/mcp_api/server.py

@@ -18,12 +18,28 @@ from ..models import MCPAudit, now
 from ..research.serialization import encode_snapshot
 from ..research_access import contracts as c
 from ..research_access.service import ResearchAccess, ResearchError
+from ..superalpha import contracts as sc
 
 # Name, schema, business method, required scope, description. No generic arbitrary HTTP tool.
 TOOLS = {
+    "search_superalpha_plans": (sc.PlanSearch, "super_plans", "research:read", "分页查找 Super Alpha 研究方案。"),
+    "get_superalpha_plan": (sc.PlanReference, "super_plan", "research:read", "读取指定方案版本或固定构造记录；不发起回测。"),
+    "save_superalpha_plan": (sc.PlanSave, "save_super_plan", "research:write", "保存调用方构造的 Selection/Combo 参数方案；更新须携带版本，支持幂等。不调用模型或回测。"),
+    "preview_superalpha_selection": (sc.SelectionPreview, "preview_super_selection", "research:refresh", "主动预览展开后的 Selection；异步返回 job_id，用 get_refresh_job 查进度、get_superalpha_selection 查组件。预览不是实际回测组件。"),
+    "get_superalpha_selection": (sc.SelectionReference, "super_selection", "research:read", "分页读取组件预览及完整性、时间、警告；缺失不自动刷新。"),
+    "build_superalpha_candidates": (sc.BuildCandidates, "build_super_candidates", "research:write", "按方案版本或内联方案进行全量展开/固定种子采样；保存固定候选及来源，不执行回测。将 candidates 与 submit_source 交给 submit_backtests；超过100项按分页读取固定记录。"),
+    "search_superalphas": (sc.SuperAlphaSearch, "super_alphas", "research:read", "分页查询本地已导入的 SUPER 成果，固定 SUPER 范围；不自动同步。"),
+    "get_superalpha": (sc.AlphaReference, "super_alpha", "research:read", "读取已导入 SUPER 的 Selection/Combo、指标、组件证据、Description 和研究来源。"),
+    "get_pyramid_distribution": (c.PyramidQuery, "pyramid_distribution", "research:read", "实时读取指定 region（如 USA、GLB）和 delay（0/1）的个人 Pyramid Alpha 分布；必传 current_date（YYYY-MM-DD），自动按自然年四季度取完整起止日（如2026-09-13对应2026-07-01至2026-09-30），传给平台 startDate/endDate，不使用默认周期。按用户约定 alphaCount>=3 为 lit（已点亮），1–2 为 in_progress，0 为 unlit；每项含 category、alpha_count、距3条的 remaining。复用平台认证，未连接时先调用 authenticate_worldquant；缺失数据不当作0。不回测、不提交。"),
     "search_data_preparations": (c.PreparationSearch, "preparations", "research:read", "分页查询数据准备集合，返回固定范围、字段数及版本。研究可使用多个集合，各集合范围独立。"),
     "get_data_preparation": (c.PreparationRead, "preparation", "research:read", "按集合 ID 与版本分页预览字段、类型、描述和数据集归属。提交回测时携带 preparation_refs，由服务端核对版本并固定独立输入快照；空集合不能用于研究。"),
-    "create_research_template": (c.CreateTemplate, "create_template", "research:write", "将调用方大模型研究后自行总结的参数化模板保存到模板工坊，供用户后续批量回测。先用 get_backtest_results 阅读实际指标和检查，选择 1–20 个已完成采集的 source_item_ids，并说明 hypothesis；不要把 completed 当作检查通过。template 使用 {name} 占位符及逐一对应的 variables，字段变量须声明 MATRIX/VECTOR/GROUP，VECTOR 聚合须明确写入表达式。提供唯一名称和 idempotency_key，可附 reference。返回模板 ID、版本和理论组合数；仅核验结构及来源，不验证所有参数组合，不再次调用模型、不执行回测、不覆盖已有模板。"),
+    "search_research_templates": (c.TemplateSearch, "templates", "research:read", "分页搜索模板工坊的模板与最新版本，不执行研究。"),
+    "get_research_template": (c.TemplateRead, "template", "research:read", "读取模板内容、字段定义和来源；新增版本前核对最新版本。"),
+    "create_research_template_version": (c.CreateTemplateVersion, "create_template_version", "research:write", "为已有模板新增不可变版本。先读取模板，携带 template_id、expected_version、完整 template、hypothesis 和 idempotency_key。source_item_ids 可选，提供时须为真实、已完成采集的回测项。版本冲突须重新读取；不调用模型、不回测。"),
+    "create_research_template": (c.CreateTemplate, "create_template", "research:write", "保存调用方编写的模板，不要求已有回测结果。提供 template、hypothesis、唯一名称和 idempotency_key；source_item_ids 可选，提供时须为真实、已完成采集的回测项。template 使用 {name} 占位符及对应 variables，字段定义只需类型和描述；空字段 values 由展开时的数据准备绑定，其他空参数须补充 values 或直接写入表达式。仅保存模板，不调用模型、不展开、不执行回测。"),
+    "expand_research_template": (c.TemplateExpansion, "expand_template", "research:write", "按 template_id/version、preparation_refs 和完整 settings 生成固定候选集合，支持全组合或固定 seed 随机采样。仅检查语法和数据准备/回测参数组合一致性，无逐行校验状态，不回测。返回首25项和 experiment_id，更多候选用 get_template_candidates 分页读取；用户授权后按明确 candidate_ids 调用 start_template_backtest。重试复用 idempotency_key。"),
+    "get_template_candidates": (c.TemplateCandidates, "template_candidates", "research:read", "分页读取固定模板候选集合的表达式、参数、候选 ID、模板版本、数据准备及关联回测；每页最多100条，total 不是当前页数量。"),
+    "start_template_backtest": (c.SubmitTemplateBacktest, "start_template_backtest", "backtests:execute", "对用户已授权的模板候选集合执行批量回测。提供 experiment_id、明确的 candidate_ids 和 idempotency_key；服务端使用保存的表达式和参数并保留来源，不接受重写输入。不需要另建预览，不重新校验类型或平台可用性。相同请求重试返回同一运行；新幂等键会创建新的回测，包括重复候选。立即返回运行 ID，结果另行查询。"),
     "get_submission_check": (c.SelfCorrelationReference, "submission_check_context", "research:read", "读取已导入 Alpha 的表达式、Description、snapshot 和缓存检查结果；check_summary 分离 Alpha 检查和 REGULAR_SUBMISSION 提交限制，原始 checks 保留；限制不代表当前额度。不发起检查。先核对或生成三段 Description，再调用 check_submission。"),
     "check_submission": (c.SubmissionCheck, "check_submission", "research:refresh", "对单个待提交 Alpha 写回已获用户授权的 Description 并调用平台 GET /check，返回 job_id。须先用 get_submission_check 获取 snapshot；保留本地自相关门槛和冲突保护。通过 get_refresh_job 查进度、get_submission_check 读结果。无论检查结果如何，都不会调用 /submit 或正式提交 Alpha。"),
     "get_worldquant_connection": (c.ConnectionReference, "connection", "research:read", "读取 WorldQuant 连接状态及可选认证 job_id 的进度，不发起认证；人工验证在网页完成。"),
@@ -36,7 +52,7 @@ TOOLS = {
     "check_self_correlation": (c.SelfCorrelationCheck, "check_self_correlation", "research:refresh", "对 1–100 个已导入 Alpha 发起本地自相关检查，返回 job_id。与本地同地区已提交 Alpha 比较，排除自身；优先用缓存，缺失 PnL 自动补取。需先同步已提交 Alpha；不调用平台提交检查。用 get_refresh_job 查进度、get_self_correlation 读结果。"),
     "get_self_correlation": (c.SelfCorrelationReference, "self_correlation", "research:read", "读取指定 Alpha 最新的本地自相关缓存，包括最大相关系数、样本覆盖与 stale 状态；无缓存不自动检查，结果不等同于平台提交资格。"),
     "search_backtests": (c.History, "history", "research:read", "分页查历史候选与固定设置；candidates 按完整输入精确匹配，不推断数学等价。"),
-    "submit_backtests": (c.Submit, "submit", "backtests:execute", "执行用户已授权的固定批次，自动留痕并立即返回运行 ID。可携带 preparation_refs 选择集合，版本变化须重新读取；每项必须完整设置；重复默认拒绝，rerun 明确重跑。不需要研究资产。"),
+    "submit_backtests": (c.Submit, "submit", "backtests:execute", "执行用户已授权的 REGULAR/SUPER 固定批次，自动留痕并立即返回运行 ID；SUPER 使用 selection/combo 和专属设置，逐条模拟。可携带 preparation_refs 选择集合，版本变化须重新读取；每项必须完整设置；重复默认拒绝，rerun 明确重跑。不需要研究资产。"),
     "get_backtest": (c.RunReference, "run", "research:read", "读取真实运行进度、提交数量和可选增量事件；受理不等于成功。"),
     "get_backtest_results": (c.Results, "results", "research:read", "分页读取固定快照指标、Alpha 非通过检查及三层状态；REGULAR_SUBMISSION 单列 submission_limits，不计入 Alpha 失败统计。缺失指标不补零。"),
     "get_backtest_artifact": (c.Artifact, "artifact", "research:read", "分页读取候选脱敏快照的顶层键值或独立采集的 PnL；缺缓存不自动刷新。"),
@@ -57,7 +73,7 @@ class MCPResearchServer:
         self.mutation_lock = asyncio.Lock()
         self.server = Server("wq-alpha-research", version="1.0.0", on_list_tools=self.list_tools,
                              on_call_tool=self.call_tool,
-                             instructions="自由探索，直接固定候选回测，无需先建研究资产。工具不安排定时研究；结果按运行 ID 查询。")
+                             instructions="自由探索，直接固定候选回测，无需先建研究资产。使用已有模板时，expand_research_template 生成候选，get_template_candidates 分页核对，获得用户授权后 start_template_backtest 执行；无需额外预览或结果评估步骤。工具不安排定时研究；结果按运行 ID 查询。")
         from urllib.parse import urlsplit
 
         host = urlsplit(settings.public_origin).netloc
@@ -72,8 +88,8 @@ class MCPResearchServer:
         return types.ListToolsResult(tools=[types.Tool(name=name, description=description,
             inputSchema=schema.model_json_schema(), annotations=types.ToolAnnotations(
                 readOnlyHint=scope == "research:read", destructiveHint=method == "control",
-                idempotentHint=method in {"submit", "control", "create_template"} or scope == "research:read",
+                idempotentHint=method in {"submit", "control", "create_template", "create_template_version", "save_super_plan", "build_super_candidates", "expand_template", "start_template_backtest"} or scope == "research:read",
-                openWorldHint=method in {"refresh", "submit", "metadata", "check_self_correlation", "check_submission", "authenticate"}))
+                openWorldHint=method in {"refresh", "submit", "metadata", "check_self_correlation", "check_submission", "authenticate", "pyramid_distribution", "preview_super_selection", "start_template_backtest"}))
             for name, (schema, method, scope, description) in TOOLS.items()
             if scope in principal.scopes and "research:read" in principal.scopes])
 
@@ -101,7 +117,7 @@ class MCPResearchServer:
                     try:
                         async with db.begin_nested():
                             args = schema.model_validate(arguments)
-                            async with asyncio.timeout(30 if method in {"refresh", "metadata"} else None):
+                            async with asyncio.timeout(30 if method in {"refresh", "metadata", "pyramid_distribution"} else None):
                                 data = encode_snapshot(await getattr(access, method)(args))
                             data.setdefault("_meta", {"schema_version": 1, "observed_at": now().isoformat(),
                                 "nulls": "null 表示来源未提供，不等于零", "source": "system"})
@@ -126,7 +142,7 @@ class MCPResearchServer:
                         data = {"error": ResearchError(code, "研究操作失败；可使用原幂等键重试或查询历史", retryable=True).data}
                     db.add(MCPAudit(id=str(uuid4()), token_id=principal.token_id, tool=name,
                         request_id=fingerprint({"request_id": request_id}), input_digest=digest,
-                        business_id=data.get("backtest_run_id", data.get("job_id", data.get("template_id"))),
+                        business_id=data.get("backtest_run_id", data.get("job_id", data.get("experiment_id", data.get("template_id", data.get("id"))))),
                         result_code=code, elapsed_ms=int((time.monotonic()-started)*1000)))
                 if not error:
                     if access.wake == "backtests":

backend/app/models.py

@@ -301,6 +301,9 @@ class BacktestItem(Base):
     client_item_id: Mapped[str] = mapped_column(String(100))
     ordinal: Mapped[int] = mapped_column(Integer)
     expression: Mapped[str] = mapped_column(Text)
+    alpha_type: Mapped[str] = mapped_column(String(20), default="REGULAR", server_default="REGULAR", index=True)
+    selection: Mapped[str | None] = mapped_column(Text)
+    combo: Mapped[str | None] = mapped_column(Text)
     settings: Mapped[dict] = mapped_column(JSON)
     fingerprint: Mapped[str] = mapped_column(String(64), index=True)
     platform_status: Mapped[str] = mapped_column(String(30), default="pending")
@@ -322,6 +325,25 @@ class BacktestResult(Base):
     complete: Mapped[bool] = mapped_column(Boolean, default=True)
 
 
+class SuperSelectionSnapshot(Base):
+    """Immutable platform component evidence; previews never replace actual components."""
+
+    __tablename__ = "super_selection_snapshots"
+    id: Mapped[str] = mapped_column(String(36), primary_key=True)
+    job_id: Mapped[str | None] = mapped_column(ForeignKey("sync_jobs.id"), unique=True)
+    item_id: Mapped[str | None] = mapped_column(ForeignKey("backtest_items.id"), unique=True)
+    source: Mapped[str] = mapped_column(String(20))
+    request: Mapped[dict] = mapped_column(JSON)
+    request_hash: Mapped[str] = mapped_column(String(64), index=True)
+    component_hash: Mapped[str | None] = mapped_column(String(64), index=True)
+    components: Mapped[list] = mapped_column(JSON, default=list)
+    raw: Mapped[dict] = mapped_column(JSON, default=dict)
+    complete: Mapped[bool] = mapped_column(Boolean, default=False)
+    total: Mapped[int | None] = mapped_column(Integer)
+    warnings: Mapped[list] = mapped_column(JSON, default=list)
+    observed_at: Mapped[datetime] = mapped_column(DateTime(timezone=True), default=now)
+
+
 class BacktestEvent(Base):
     __tablename__ = "backtest_events"
     run_id: Mapped[str] = mapped_column(ForeignKey("backtest_runs.id"), primary_key=True)

backend/app/probe_pyramids.py

@@ -0,0 +1,80 @@
+"""Read-only Pyramid endpoint probe: python -m app.probe_pyramids.
+
+Uses the project's configured account and WqClient without changing stored data.
+A standalone process authenticates separately; it cannot inherit a running
+server's in-memory cookies. Authentication responses and secrets are never printed.
+"""
+
+import asyncio
+import json
+
+from .config import Settings
+from .db import create_database
+from .models import Account
+from .security import cipher
+from .worldquant import WqClient, WqError
+
+PATHS = (
+    "/users/self/activities/pyramid-alphas",
+    "/users/self/pyramid/alphas",
+    "/activities/pyramid-alphas",
+    "/pyramid/alphas",
+)
+
+
+async def probe(client):
+    """Probe fixed same-origin GET paths using an authenticated WqClient.
+
+    Returns status and successful JSON for each path; stops on session expiry.
+    Transport failures propagate to the caller without exposing request details.
+    """
+    if not client.authenticated:
+        raise WqError("请先连接 WorldQuant", "disconnected")
+    results = []
+    for path in PATHS:
+        response = await client.client.get(path)
+        result = {"path": path, "status": response.status_code}
+        if response.status_code == 200:
+            try:
+                result["data"] = response.json()
+            except ValueError:
+                result["error"] = "invalid_json"
+        results.append(result)
+        if response.status_code in (401, 429):
+            break
+    return results
+
+
+async def main():
+    settings = Settings()
+    client = WqClient(settings)
+    engine = None
+    try:
+        if settings.wq_email:
+            email, password = settings.wq_email, settings.wq_password.get_secret_value()
+        else:
+            engine, sessions = create_database(settings.database_url)
+            async with sessions() as db:
+                account = await db.get(Account, 1)
+                if not account or not account.email or not account.password_encrypted:
+                    raise WqError("未配置平台凭据", "disconnected")
+                email = account.email
+                password = cipher(settings).decrypt(account.password_encrypted.encode()).decode()
+        await client.authenticate(email, password)
+        print(json.dumps(await probe(client), ensure_ascii=False, indent=2))
+    except WqError as exc:
+        print(json.dumps({"error": exc.code}, ensure_ascii=False))
+        return 1
+    except Exception as exc:
+        # Connection/config errors can contain credentials; print only the type.
+        print(json.dumps({"error": type(exc).__name__}))
+        return 1
+    finally:
+        await client.close()
+        if engine is not None:
+            await engine.dispose()
+    return 0
+
+
+if __name__ == "__main__":
+    raise SystemExit(asyncio.run(main()))

backend/app/research/assets.py

@@ -51,7 +51,10 @@ class Assets:
         }
 
     async def save(self, body, asset_id=None, provenance=None):
+        from ..superalpha.contracts import PlanSpec
+
         schema = {
+            "superalpha_plan": PlanSpec,
             "template": TemplateSpec,
             "feature": FeatureSpec,
             "view": ViewSpec,

backend/app/research/experiments.py

@@ -7,14 +7,22 @@ from collections import defaultdict
 from fastapi import HTTPException
 from sqlalchemy import func, select, update
 
-from ..backtests.contracts import Candidate, DraftInput, PreviewInput, SimulationSettings, Source
+from ..backtests.contracts import (
+    Candidate,
+    DraftInput,
+    PreviewInput,
+    SimulationSettings,
+    Source,
+    StartInput,
+    fingerprint,
+)
 from ..backtests.service import Backtests, uid
 from ..catalog.research_metadata import ResearchMetadata
 from ..catalog.service import Catalog
-from ..models import Alpha, BacktestRun, CatalogResource, ResearchExperiment
+from ..models import Account, Alpha, BacktestPreview, BacktestRun, CatalogResource, ResearchExperiment
 from ..preparations.service import Preparations
 from .assets import Assets
-from .expressions import GROUPS, analyze, expand
+from .expressions import GROUPS, ExpressionError, Parser, analyze, expand
 from .serialization import encode_snapshot as jsonable_encoder
 from .workspace_contracts import TemplateSpec
 
@@ -45,7 +53,7 @@ class Experiments:
         self.catalog = Catalog(db)
         self.assets = Assets(db)
 
-    async def inputs(self, ids, scope=None):
+    async def inputs(self, ids, scope=None, *, check_types=True):
         if len(set(ids)) != len(ids):
             raise HTTPException(422, "输入快照重复")
         snapshots = [await self.catalog.input(input_id) for input_id in ids]
@@ -56,7 +64,7 @@ class Experiments:
             for name, kind in item["field_types"].items():
                 if name not in item["field_ids"]:
                     continue
-                if name in fields and fields[name] != kind:
+                if check_types and name in fields and fields[name] != kind:
                     raise HTTPException(422, f"字段 {name} 在不同快照中类型不一致")
                 fields[name] = kind
         return snapshots, fields
@@ -138,9 +146,9 @@ class Experiments:
         asset = await self.assets.get(body.asset_id, body.version, "template") if body.asset_id else None
         template = TemplateSpec.model_validate(asset["content"]) if asset else body.template
         scope = scope_of(body.settings)
-        if template.scope and template.scope.model_dump() != scope:
+        snapshots, fields = await self.inputs(body.input_ids, scope, check_types=kind != "template")
-            raise HTTPException(422, "模板适用范围与候选设置不同")
+        if kind == "template" and not snapshots:
-        snapshots, fields = await self.inputs(body.input_ids, scope)
+            raise HTTPException(422, "请先选择数据准备")
         parents = (
             parent_snapshots
             if parent_snapshots is not None
@@ -148,31 +156,53 @@ class Experiments:
         )
         variables = {}
         for name, variable in template.variables.items():
+            values = variable.values
+            # Empty field definitions bind only to the selected immutable input scope.
+            # Existing explicit domains remain restrictions and are never silently widened.
             if variable.kind == "field":
-                for value in variable.values:
+                if not values:
-                    if fields.get(str(value)) != variable.field_type:
+                    values = sorted(field for field, kind in fields.items() if kind == variable.field_type)
+                if not values:
+                    raise HTTPException(422, f"变量 {name} 没有匹配的 {variable.field_type} 字段，请调整数据准备")
+                for value in values:
+                    if kind != "template" and fields.get(str(value)) != variable.field_type:
                         raise HTTPException(422, f"变量 {name} 的字段 {value} 不在固定输入中或类型不符")
-            if variable.kind == "group" and any(
+            if kind != "template" and variable.kind == "group" and any(
                 str(v) not in GROUPS and fields.get(str(v)) != "GROUP" for v in variable.values
             ):
                 raise HTTPException(422, f"分组变量 {name} 未在固定输入中核实")
+            if not values:
+                raise HTTPException(422, f"变量 {name} 缺少候选取值，请通过模板接口补充，或将固定参数直接写入表达式")
             variables[name] = [
-                json.dumps(v, ensure_ascii=False) if variable.kind == "string" else v for v in variable.values
+                json.dumps(v, ensure_ascii=False) if variable.kind == "string" else v for v in values
             ]
         try:
             expanded = expand(template.expression, variables, body.mode, body.limit, body.seed)
         except ValueError as exc:
             raise HTTPException(422, str(exc)) from None
+        validation_evidence = {}
+        if kind != "template":
             operators_snapshot = await ResearchMetadata(self.db).get("operators")
             operators = {item["name"] for item in operators_snapshot["content"].get("items", [])}
             setting_errors, settings_snapshot = await self.settings_check(body.settings)
             availability = await self.field_evidence(scope, fields)
+            validation_evidence = {
+                "field_availability": availability,
+                "availability_basis": "各输入的已发布范围目录；若另有字段级证据，须同时满足",
+                "operators_snapshot": operators_snapshot,
+                "settings_snapshot": settings_snapshot,
+            }
         candidates = []
         for index, item in enumerate(expanded["items"]):
+            findings = {}
+            if kind == "template":
+                self.check_syntax(item["expression"], f"候选 {index + 1}")
+            else:
                 validation = self.validate(item["expression"], fields, operators, scope, availability)
                 validation["availability"].extend(setting_errors)
                 if setting_errors and validation["status"] == "valid":
                     validation["status"] = "needs_review"
+                findings["validation"] = validation
             candidates.append(
                 {
                     **Candidate(
@@ -180,7 +210,7 @@ class Experiments:
                     ).model_dump(mode="json"),
                     "bindings": item["bindings"],
                     "input_ids": list(body.input_ids),
-                    "validation": validation,
+                    **findings,
                     "changes": [
                         self.diff(parent.get("expression", ""), item["expression"])
                         for parent in parents
@@ -190,16 +220,21 @@ class Experiments:
             )
         evidence = {
             "template": asset or {"content": template.model_dump(mode="json")},
-            "field_availability": availability,
-            "availability_basis": "各输入的已发布范围目录；若另有字段级证据，须同时满足",
             "combination_count": expanded["combination_count"],
             "seed": expanded["seed"],
-            "operators_snapshot": operators_snapshot,
+            **validation_evidence,
-            "settings_snapshot": settings_snapshot,
             **(extra_evidence or {}),
         }
         return await self.save(template.name, kind, body.hypothesis, snapshots, parents, candidates, evidence)
 
+    @staticmethod
+    def check_syntax(expression, label="表达式"):
+        """Reject unsupported syntax before persistence; platform semantics are not inferred."""
+        try:
+            Parser(expression).parse()
+        except (ExpressionError, RecursionError) as exc:
+            raise HTTPException(422, f"{label}语法错误：{exc}") from None
+
     @staticmethod
     def diff(before, after):
         return [
@@ -284,6 +319,26 @@ class Experiments:
             }
         )
 
+    async def template_candidates(self, experiment_id, limit=25, offset=0):
+        """Read a bounded page of stored template candidates and their immutable references."""
+        experiment = await self.get(experiment_id)
+        if experiment["kind"] != "template":
+            raise HTTPException(422, "此入口仅用于模板候选集合")
+        candidates = experiment["candidates"]
+        template = experiment["evidence"].get("template", {})
+        return {
+            "id": experiment_id, "experiment_id": experiment_id,
+            "name": experiment["name"], "archived": experiment["archived"],
+            "template": {k: template.get(k) for k in ("id", "version", "name")},
+            "inputs": [{k: item.get(k) for k in ("id", "preparation_id", "preparation_version", "scope")}
+                       for item in experiment["inputs"]],
+            "items": [{k: c[k] for k in ("client_item_id", "expression", "settings", "alpha_type", "bindings") if k in c}
+                      for c in candidates[offset:offset + limit]],
+            "total": len(candidates), "limit": limit, "offset": offset,
+            "has_more": offset + limit < len(candidates),
+            "backtest_run_ids": experiment["backtest_run_ids"],
+        }
+
     async def archive(self, experiment_id):
         """Hide an immutable experiment; backtests and lineage must still resolve it.
 
@@ -297,7 +352,8 @@ class Experiments:
             raise HTTPException(404, "研究实验不存在")
         return {"ok": True}
 
-    async def preview(self, experiment_id, candidate_ids=None, source_kind=None, reference=None):
+    async def backtest_input(self, experiment_id, candidate_ids=None, source_kind=None, reference=None):
+        """Build the complete fixed selection and enforce its domain checks."""
         experiment = await self.get(experiment_id)
         candidates = experiment["candidates"]
         if candidate_ids is not None:
@@ -307,14 +363,21 @@ class Experiments:
             candidates = [item for item in candidates if item["client_item_id"] in chosen]
             if len(candidates) != len(chosen):
                 raise HTTPException(422, "选择包含未知候选")
-        else:
+        elif experiment["kind"] != "template":
             candidates = [item for item in candidates if item["validation"]["status"] == "valid"]
-        if not candidates or any(item["validation"]["status"] != "valid" for item in candidates):
+        if not candidates:
+            raise HTTPException(422, "请至少选择一条候选")
+        if experiment["kind"] != "template" and any(item["validation"]["status"] != "valid" for item in candidates):
             raise HTTPException(422, "候选存在语法、类型或可用性问题，请先解决；至少保留一条已核实候选")
         inputs = experiment["inputs"]
-        return await Backtests(self.db).preview(
+        if experiment["kind"] == "template":
-            PreviewInput(
+            # Historical collections follow the same syntax/scope contract; old row findings are irrelevant.
-                inline=DraftInput(
+            for candidate in candidates:
+                self.check_syntax(candidate["expression"], candidate["client_item_id"])
+                scope = scope_of(SimulationSettings.model_validate(candidate["settings"]))
+                if not inputs or any(item["scope"] != scope for item in inputs):
+                    raise HTTPException(422, "数据准备与回测参数组合不一致，请重新生成候选集合")
+        return DraftInput(
             name=experiment["name"],
             source=Source(
                 kind=source_kind or experiment["kind"],
@@ -334,9 +397,55 @@ class Experiments:
                 for item in candidates
             ],
         )
-            ),
+
-            preserve_source=True,
+    async def preview(self, experiment_id, candidate_ids=None, source_kind=None, reference=None, *, backtests=None):
-        )
+        draft = await self.backtest_input(experiment_id, candidate_ids, source_kind, reference)
+        return await (backtests or Backtests(self.db)).preview(PreviewInput(inline=draft), preserve_source=True)
+
+    async def start_template_backtest(self, experiment_id, body, *, backtests=None, confirmed_preview=None):
+        """Start the explicitly selected immutable collection in the caller's transaction.
+
+        Account locking covers preview creation as well as run creation, so concurrent
+        retries share one run. Reusing a key for another collection/selection raises 409.
+        The caller must wake the runner only after committing this transaction.
+        """
+        chosen = set(body.candidate_ids)
+        if len(chosen) != len(body.candidate_ids):
+            raise HTTPException(422, "候选选择包含重复项")
+        await self.db.scalar(select(Account).where(Account.id == 1).with_for_update())
+        previous = await self.db.scalar(select(BacktestRun).where(BacktestRun.idempotency_key == body.idempotency_key))
+        if previous:
+            saved = await self.db.get(BacktestPreview, previous.preview_id)
+            if previous.source.get("research_id") != experiment_id or chosen != {
+                c["client_item_id"] for c in saved.candidates
+            }:
+                raise HTTPException(409, "幂等键已用于另一候选集合或选择")
+            return await Backtests(self.db).run(previous.id)
+        experiment = await self.get(experiment_id)
+        if experiment["kind"] != "template":
+            raise HTTPException(422, "此入口仅用于模板候选集合")
+        if experiment["archived"]:
+            raise HTTPException(409, "候选集合已删除")
+        service = backtests or Backtests(self.db)
+        if confirmed_preview is None:
+            preview = await self.preview(experiment_id, body.candidate_ids, backtests=service)
+        else:
+            # Approval authorizes all persisted candidates, not the first display page.
+            draft = (await self.backtest_input(experiment_id, body.candidate_ids)).model_dump(mode="json")
+            expected = fingerprint({"candidates": draft["candidates"], "source": draft["source"]})
+            saved = await self.db.get(BacktestPreview, confirmed_preview["preview_id"])
+            if (
+                saved is None
+                or saved.version != confirmed_preview["version"]
+                or saved.digest != confirmed_preview["digest"]
+                or saved.digest != expected
+                or fingerprint({"candidates": saved.candidates, "source": saved.source}) != expected
+            ):
+                raise HTTPException(409, "回测候选与确认内容不匹配，请重新确认")
+            preview = confirmed_preview
+        return await service.start(StartInput(
+            preview_id=preview["preview_id"], version=preview["version"], idempotency_key=body.idempotency_key,
+        ))
 
     async def setting_variants(self, body, *, parent_snapshot=None, extra_evidence=None, kind="variant"):
         parents = (

backend/app/research/routes.py

@@ -2,6 +2,7 @@
 
 from fastapi import APIRouter, Depends, HTTPException, Query, Request
 
+from ..backtests.contracts import RunOutput
 from ..security import require_auth
 from .assets import Assets
 from .comparisons import compare
@@ -22,6 +23,7 @@ from .workspace_contracts import (
     ImportCommit,
     ImportPreview,
     SettingVariants,
+    TemplateBacktest,
     WorkflowSpec,
 )
 
@@ -149,6 +151,14 @@ async def preview(experiment_id: str, body: ExperimentPreview, request: Request)
         return await Experiments(db).preview(experiment_id, body.candidate_ids)
 
 
+@router.post("/experiments/{experiment_id}/backtest", status_code=202, response_model=RunOutput)
+async def template_backtest(experiment_id: str, body: TemplateBacktest, request: Request):
+    async with request.app.state.sessions.begin() as db:
+        result = await Experiments(db).start_template_backtest(experiment_id, body)
+    request.app.state.runner.backtests.wake.set()
+    return result
+
+
 @router.post("/variants/settings", status_code=201)
 async def settings_variants(body: SettingVariants, request: Request):
     async with request.app.state.sessions.begin() as db:

backend/app/research/runtime.py

@@ -522,7 +522,8 @@ class ResearchRuntime:
             "type": "candidates",
             "experiment_id": experiment["id"],
             "candidate_ids": [
-                c["client_item_id"] for c in experiment["candidates"] if c["validation"]["status"] == "valid"
+                c["client_item_id"] for c in experiment["candidates"]
+                if experiment["kind"] == "template" or c["validation"]["status"] == "valid"
             ],
         }
         ids = step.output["candidate_ids"]

backend/app/research/workspace_contracts.py

@@ -11,12 +11,13 @@ from ..preparations.contracts import PreparationReference
 from ..schemas import Contract
 from .expressions import IDENTIFIER, PLACEHOLDER, normalize_template
 
-AssetKind = Literal["template", "feature", "view", "workflow"]
+AssetKind = Literal["template", "feature", "view", "workflow", "superalpha_plan"]
 
 
 class Variable(Contract):
     kind: Literal["field", "operator", "integer", "number", "group", "string", "fragment"]
-    values: list[str | int | float] = Field(min_length=1, max_length=10000)
+    values: list[str | int | float] = Field(default_factory=list, max_length=10000)
+    description: str = Field(default="", max_length=3000)
     field_type: Literal["MATRIX", "VECTOR", "GROUP"] | None = None
 
     @model_validator(mode="after")
@@ -44,7 +45,6 @@ class TemplateSpec(Contract):
     description: str = Field(default="", max_length=10000)
     expression: str = Field(min_length=1, max_length=20000)
     variables: dict[str, Variable] = Field(default_factory=dict, max_length=100)
-    scope: Scope | None = None
     category: Literal["template", "fragment"] = "template"
 
     @field_validator("expression")
@@ -144,6 +144,11 @@ class ExperimentPreview(Contract):
     candidate_ids: list[str] | None = Field(default=None, min_length=1, max_length=10000)
 
 
+class TemplateBacktest(Contract):
+    candidate_ids: list[str] = Field(min_length=1, max_length=10000)
+    idempotency_key: str = Field(min_length=1, max_length=100)
+
+
 class EvaluationRules(Contract):
     version: Literal["research-v1"] = "research-v1"
     sharpe_min: float = Field(default=1.0, allow_inf_nan=False)

backend/app/research/workspace_tools.py

@@ -1,15 +1,25 @@
 """Research capabilities use the same versioned assets and experiment services as HTTP."""
 
+from fastapi import HTTPException
 from pydantic import Field
 
 from ..ai.capabilities import Capability
+from ..backtests.ai_tools import wake_backtests
 from ..catalog.research_metadata import ResearchMetadata
 from ..schemas import Contract
 from .assets import Assets
 from .evaluations import Evaluations
 from .experiments import Experiments
 from .features import Features
-from .workspace_contracts import AssetWrite, EvaluateInput, Expansion, FeatureSpec, SettingVariants
+from .workspace_contracts import (
+    AssetWrite,
+    EvaluateInput,
+    Expansion,
+    FeatureSpec,
+    SettingVariants,
+    TemplateBacktest,
+    TemplateSpec,
+)
 
 
 class AssetQuery(Contract):
@@ -33,6 +43,10 @@ class FeatureWrite(Contract):
     version: int | None = Field(default=None, ge=1)
 
 
+class TemplateVersionWrite(FixedAssetReference):
+    content: TemplateSpec
+
+
 class ExperimentReference(Contract):
     experiment_id: str = Field(min_length=1, max_length=36)
 
@@ -41,6 +55,31 @@ class CandidatePreview(ExperimentReference):
     candidate_ids: list[str] | None = Field(default=None, min_length=1, max_length=10000)
 
 
+class TemplateBacktestRequest(TemplateBacktest, ExperimentReference):
+    pass
+
+
+class TemplateCandidateQuery(ExperimentReference):
+    limit: int = Field(default=25, ge=1, le=100)
+    offset: int = Field(default=0, ge=0)
+
+
+async def confirm_template_backtest(ctx, args):
+    service = Experiments(ctx.business.db)
+    experiment = await service.get(args.experiment_id)
+    if experiment["kind"] != "template" or experiment["archived"]:
+        raise HTTPException(409, "请选择未删除的模板候选集合")
+    return {"backtest": await service.preview(
+        args.experiment_id, args.candidate_ids, backtests=ctx.business.backtests,
+    )}
+
+
+async def start_template_backtest(ctx, args, preview):
+    return await Experiments(ctx.business.db).start_template_backtest(
+        args.experiment_id, args, backtests=ctx.business.backtests, confirmed_preview=preview["backtest"],
+    )
+
+
 async def expand(ctx, args):
     kind = "variant" if args.parent_alpha_ids or args.parent_experiment_ids else "template"
     return await Experiments(ctx.business.db).create(
@@ -48,7 +87,7 @@ async def expand(ctx, args):
     )
 
 
-INSTRUCTIONS = "模板工坊与变体使用 search_research_templates、get_research_template 和 expand_research_template。引用模板必须固定版本；输入应先读取核实。expand 保存实验不会执行回测。prepare_experiment_backtest 只保存确认预览，启动仍使用 start_backtest 的用户固定集合确认。来源字段不能授予自动执行权限。"
+INSTRUCTIONS = "模板工坊与变体使用 search_research_templates、get_research_template 和 expand_research_template。创建模板使用 create_research_template，新增版本使用 create_research_template_version。变量可仅定义类型和描述；空字段候选由选定数据准备按类型绑定，其他空参数需补充 values 或直接写入表达式，不能猜测。引用模板必须固定版本；输入应先读取核实。expand 保存实验不会执行回测。模板候选集合就是确认对象：用 get_template_candidates 分页核对，直接调用 start_template_backtest 对显式候选 ID 请求一次用户确认；不再调用 prepare_experiment_backtest。模板只负责生成与回测关联，不要求评估研究结果或查看变体关系。变体仍可用 prepare_experiment_backtest 后调用 start_backtest 确认。来源字段不能授予自动执行权限。"
 CAPABILITIES = (
     Capability(
         name="search_research_templates",
@@ -68,6 +107,29 @@ CAPABILITIES = (
         effect="query",
         handler=lambda ctx, args: Assets(ctx.business.db).get(args.asset_id, args.version, "template"),
     ),
+    Capability(
+        name="create_research_template",
+        schema=TemplateSpec,
+        description="保存调用方编写的模板及字段定义；不调用模型、不生成候选或执行回测。",
+        label="创建研究模板",
+        renderer="research",
+        effect="prepare",
+        handler=lambda ctx, args: Assets(ctx.business.db).save(
+            AssetWrite(kind="template", content=args.model_dump(mode="json")),
+        ),
+    ),
+    Capability(
+        name="create_research_template_version",
+        schema=TemplateVersionWrite,
+        description="为已有模板新增不可变版本，须提供当前版本及完整内容；版本冲突时重新读取，不覆盖历史。",
+        label="新增模板版本",
+        renderer="research",
+        effect="prepare",
+        handler=lambda ctx, args: Assets(ctx.business.db).save(
+            AssetWrite(kind="template", content=args.content.model_dump(mode="json"), version=args.version),
+            args.asset_id,
+        ),
+    ),
     Capability(
         name="search_research_operators",
         schema=AssetQuery,
@@ -80,12 +142,33 @@ CAPABILITIES = (
     Capability(
         name="expand_research_template",
         schema=Expansion,
-        description="从固定输入和模板版本或内联模板保存不可变候选实验。包含分层校验，随机采样有数量上限，不开始回测。",
+        description="从固定输入和模板版本或内联模板保存不可变候选实验。模板仅检查语法和数据准备与回测参数组合一致性；变体保留原校验。随机采样有数量上限，不开始回测。",
         label="展开模板候选",
         renderer="research",
         effect="prepare",
         handler=expand,
     ),
+    Capability(
+        name="get_template_candidates",
+        schema=TemplateCandidateQuery,
+        description="分页读取模板候选集合的表达式、参数、候选 ID 和回测关联，不返回逐行校验状态。",
+        label="读取模板候选",
+        renderer="research",
+        effect="query",
+        handler=lambda ctx, args: Experiments(ctx.business.db).template_candidates(**args.model_dump()),
+    ),
+    Capability(
+        name="start_template_backtest",
+        schema=TemplateBacktestRequest,
+        description="直接对已保存模板集合中的显式候选 ID 请求一次用户确认，确认后批量回测；无需准备额外预览。重试复用幂等键。",
+        label="回测模板候选",
+        renderer="backtest",
+        effect="confirm",
+        preview=confirm_template_backtest,
+        execute=start_template_backtest,
+        after_commit=wake_backtests,
+        refresh=("backtests",),
+    ),
     Capability(
         name="prepare_setting_variants",
         schema=SettingVariants,
@@ -107,7 +190,7 @@ CAPABILITIES = (
     Capability(
         name="prepare_experiment_backtest",
         schema=CandidatePreview,
-        description="从实验内已校验的固定候选保存回测确认预览，不启动模拟。",
+        description="为变体等研究实验保存回测预览，不启动模拟；模板直接使用 start_template_backtest。",
         label="准备研究回测",
         renderer="backtest",
         effect="prepare",

backend/app/research_access/contracts.py

@@ -5,7 +5,7 @@ from typing import Annotated, Literal
 
 from pydantic import Field, model_validator
 
-from ..backtests.contracts import Candidate, SimulationSettings
+from ..backtests.contracts import Candidate, SimulationSettings, SuperSimulationSettings
 from ..catalog.contracts import CatalogFilters, Scope
 from ..preparations.contracts import PreparationReference
 from ..research.workspace_contracts import TemplateSpec
@@ -20,6 +20,12 @@ class Empty(Contract):
     pass
 
 
+class PyramidQuery(Contract):
+    current_date: date = Field(description="用于确定季度的日期，格式 YYYY-MM-DD；自动查询该季度完整起止范围")
+    region: str = Field(min_length=3, max_length=10, pattern=r"^[A-Z]+$")
+    delay: int = Field(ge=0, le=1, strict=True)
+
+
 class Authentication(Contract):
     action: Literal["connect", "verify"] = "connect"
 
@@ -44,11 +50,26 @@ class CompleteSettings(SimulationSettings):
     model_config = {"json_schema_extra": {"required": list(SimulationSettings.model_fields)}}
 
 
+class CompleteSuperSettings(SuperSimulationSettings):
+    @model_validator(mode="before")
+    @classmethod
+    def complete(cls, value):
+        if isinstance(value, dict) and set(cls.model_fields) - value.keys():
+            raise ValueError("必须提供每项完整 SUPER 设置；先读取 get_research_capabilities")
+        return value
+
+    model_config = {"json_schema_extra": {"required": list(SuperSimulationSettings.model_fields)}}
+
+
 class DirectCandidate(Candidate):
-    settings: CompleteSettings
+    settings: CompleteSuperSettings | CompleteSettings
 
 
 class Provenance(Contract):
+    research_id: RunId | None = None
+    superalpha_plan_id: RunId | None = None
+    superalpha_plan_version: int | None = Field(default=None, ge=1)
+    selection_snapshot_ids: list[RunId] = Field(default_factory=list, max_length=100)
     reference: str | None = Field(default=None, max_length=200)
     batch_id: str | None = Field(default=None, max_length=200)
     hypothesis: str | None = Field(default=None, max_length=2000)
@@ -95,7 +116,7 @@ class Control(Contract):
 class CreateTemplate(Contract):
     template: TemplateSpec
     hypothesis: str = Field(min_length=1, max_length=10000)
-    source_item_ids: list[RunId] = Field(min_length=1, max_length=20)
+    source_item_ids: list[RunId] = Field(default_factory=list, max_length=20)
     reference: str | None = Field(default=None, max_length=200)
     idempotency_key: Identifier
 
@@ -112,6 +133,41 @@ class CreateTemplate(Contract):
         return self
 
 
+class CreateTemplateVersion(CreateTemplate):
+    template_id: RunId
+    expected_version: int = Field(ge=1)
+
+
+class TemplateRead(Contract):
+    template_id: RunId
+    version: int | None = Field(default=None, ge=1)
+
+
+class TemplateSearch(Page):
+    q: str = Field(default="", max_length=200)
+
+
+class TemplateExpansion(Contract):
+    template_id: RunId
+    version: int = Field(ge=1)
+    preparation_refs: list[PreparationReference] = Field(min_length=1, max_length=20)
+    settings: CompleteSettings
+    mode: Literal["all", "random"] = "all"
+    limit: int = Field(default=100, ge=1, le=10000)
+    seed: int = 0
+    idempotency_key: Identifier
+
+
+class TemplateCandidates(Page):
+    experiment_id: RunId
+
+
+class SubmitTemplateBacktest(Contract):
+    experiment_id: RunId
+    candidate_ids: list[Identifier] = Field(min_length=1, max_length=10000)
+    idempotency_key: Identifier
+
+
 class CatalogSearch(Contract):
     filters: CatalogFilters
     dataset_id: str | None = Field(default=None, min_length=1, max_length=200)
@@ -123,12 +179,18 @@ class Scopes(Contract):
 
 class SettingOptions(Page):
     kind: Literal["settings"]
+    alpha_type: Literal["REGULAR", "SUPER"] = "REGULAR"
 
 
 class Operators(Page):
     kind: Literal["operators"]
     q: str = Field(default="", max_length=300)
     category: str | None = None
+    stage: Literal["REGULAR", "SELECTION", "COMBO"] | None = None
+
+
+class SuperMetadata(Contract):
+    kind: Literal["superalpha"]
 
 
 class Availability(Contract):
@@ -138,7 +200,7 @@ class Availability(Contract):
 
 
 class Metadata(Contract):
-    query: Annotated[Scopes | SettingOptions | Operators | Availability, Field(discriminator="kind")]
+    query: Annotated[Scopes | SettingOptions | Operators | Availability | SuperMetadata, Field(discriminator="kind")]
 
 
 class CatalogRefresh(Contract):
@@ -186,6 +248,8 @@ class SubmissionCheck(Contract):
 
 
 class History(Page):
+    research_id: str | None = Field(default=None, max_length=36)
+    alpha_type: Literal["REGULAR", "SUPER"] | None = None
     source: str | None = Field(default=None, max_length=100)
     reference: str | None = Field(default=None, max_length=200)
     status: str | None = Field(default=None, max_length=30)
@@ -218,13 +282,13 @@ class Results(Page):
 
 class Artifact(Page):
     item_id: RunId
-    kind: Literal["snapshot", "pnl"]
+    kind: Literal["snapshot", "pnl", "components"]
     date_from: date | None = None
     date_to: date | None = None
 
     @model_validator(mode="after")
     def dates(self):
-        if self.kind == "snapshot" and (self.date_from or self.date_to):
+        if self.kind != "pnl" and (self.date_from or self.date_to):
             raise ValueError("日期筛选仅用于 PnL")
         if self.date_from and self.date_to and self.date_from > self.date_to:
             raise ValueError("起始日期不能晚于结束日期")

backend/app/research_access/pyramids.py

@@ -0,0 +1,41 @@
+"""Partition platform category counts without treating missing evidence as zero."""
+
+from calendar import monthrange
+
+
+def quarter_period(current_date):
+    """Return the full calendar quarter containing the supplied date, inclusive."""
+    quarter = (current_date.month - 1) // 3 + 1
+    end_month = quarter * 3
+    start = current_date.replace(month=end_month - 2, day=1)
+    end = current_date.replace(month=end_month, day=monthrange(current_date.year, end_month)[1])
+    return {"quarter": f"{current_date.year}-Q{quarter}",
+            "start_date": start.isoformat(), "end_date": end.isoformat()}
+
+
+def distribution(raw, region, delay):
+    """Return three category lists; raise ValueError on incomplete or duplicate data."""
+    if not isinstance(raw, dict) or not isinstance(raw.get("pyramids"), list):
+        raise ValueError("平台未提供 Pyramid 分布")
+    groups = {"lit": [], "in_progress": [], "unlit": []}
+    seen = set()
+    for row in raw["pyramids"]:
+        if not isinstance(row, dict):
+            raise ValueError("平台 Pyramid 数据格式异常")
+        if row.get("region") != region or row.get("delay") != delay:
+            continue
+        category, count = row.get("category"), row.get("alphaCount")
+        if (not isinstance(category, dict)
+                or not isinstance(category.get("id"), str) or not category["id"]
+                or not isinstance(category.get("name"), str) or not category["name"]
+                or type(count) is not int or count < 0 or category["id"] in seen):
+            raise ValueError("平台分类或计数缺失、非法或重复，不能判定点塔状态")
+        seen.add(category["id"])
+        key = "lit" if count >= 3 else "in_progress" if count > 0 else "unlit"
+        groups[key].append({"category": {"id": category["id"], "name": category["name"]},
+                            "alpha_count": count, "remaining": max(0, 3 - count)})
+    if not seen:
+        raise ValueError("平台未返回此 region/delay 的分类，不能认定全部未点亮")
+    for items in groups.values():
+        items.sort(key=lambda item: item["category"]["id"])
+    return groups

backend/app/research_access/queries.py

@@ -2,7 +2,7 @@
 
 from collections import Counter
 
-from sqlalchemy import func, select
+from sqlalchemy import func, or_, select
 
 from ..alphas import number, sanitize
 from ..backtests.contracts import fingerprint
@@ -54,7 +54,7 @@ def item_summary(item, result):
                             ("sharpe", "fitness", "returns", "turnover", "margin", "drawdown")}
     return encode_snapshot({
         **{k: getattr(item, k) for k in (
-            "id", "run_id", "client_item_id", "expression", "settings", "attempt_id",
+            "id", "run_id", "client_item_id", "expression", "selection", "combo", "alpha_type", "settings", "attempt_id",
             "platform_status", "collection_status", "persistence_status", "simulation_id", "alpha_id",
         )},
         "error": sanitize(item.error), "metrics": metrics,
@@ -73,10 +73,12 @@ class EvidenceQueries:
         query = select(BacktestItem, BacktestResult, BacktestRun).join(
             BacktestRun, BacktestRun.id == BacktestItem.run_id
         ).outerjoin(BacktestResult, BacktestResult.item_id == BacktestItem.id)
-        for key in ("source", "reference"):
+        for key in ("source", "reference", "research_id"):
             value = getattr(args, key)
             if value is not None:
                 query = query.where(BacktestRun.source["kind" if key == "source" else key].as_string() == value)
+        if args.alpha_type:
+            query = query.where(BacktestItem.alpha_type == args.alpha_type)
         if args.status:
             query = query.where(BacktestRun.status == args.status)
         if args.created_from:
@@ -89,7 +91,7 @@ class EvidenceQueries:
             query = query.where(BacktestItem.settings["delay"].as_integer() == args.scope.delay)
         if args.q:
             escaped = args.q.replace("\\", "\\\\").replace("%", "\\%").replace("_", "\\_")
-            query = query.where(BacktestItem.expression.ilike(f"%{escaped}%", escape="\\"))
+            query = query.where(or_(*(getattr(BacktestItem, key).ilike(f"%{escaped}%", escape="\\") for key in ("expression", "selection", "combo"))))
         matches = {}
         if args.candidates:
             for c in args.candidates:
@@ -120,6 +122,9 @@ class EvidenceQueries:
         if not item:
             raise ResearchError("NOT_FOUND", "候选不存在")
         result = await self.db.get(BacktestResult, item.id)
+        if args.kind == "components":
+            from ..superalpha.evidence import actual_components
+            return await actual_components(self.db, item.id, args.limit, args.offset)
         if args.kind == "snapshot":
             # Top-level entries retain complete nested values; no hidden string/list truncation.
             entries = [{"key": k, "value": v} for k, v in sanitize(result.snapshot).items()] if result else []

backend/app/research_access/service.py

@@ -25,6 +25,8 @@ from ..research.workspace_contracts import FieldAvailabilityInput
 from ..schemas import JobInput
 from ..submission import CheckInput, correlation_allows_check, create_check_job, local_alpha, source
 from ..submission import fingerprint as submission_fingerprint
+from ..superalpha.access import SuperResearchAccess
+from ..worldquant import WqError
 from .contracts import DirectCandidate, History
 from .queries import EvidenceQueries, page
 
@@ -36,7 +38,7 @@ class ResearchError(Exception):
                      "retry_after": retry_after, "affected_items": affected_items or []}
 
 
-class ResearchAccess:
+class ResearchAccess(SuperResearchAccess):
     def __init__(self, db, principal, client, public_origin):
         self.db, self.principal, self.client = db, principal, client
         self.public_origin = public_origin.rstrip("/")
@@ -48,15 +50,44 @@ class ResearchAccess:
     def run_url(self, run_id):
         return f"{self.public_origin}/#backtests?run_id={run_id}"
 
+    async def pyramid_distribution(self, args):
+        """Read the supplied date's full quarter using the three-Alpha completion rule."""
+        from .pyramids import distribution, quarter_period
+
+        account = await self.db.get(Account, self.principal.account_id)
+        if not account or account.wq_user_id != self.principal.wq_user_id:
+            raise ResearchError("ACCOUNT_MISMATCH", "平台账户绑定已变化")
+        period = quarter_period(args.current_date)
+        try:
+            raw = await self.client.get_pyramid_alphas(period["start_date"], period["end_date"])
+            groups = distribution(raw, args.region, args.delay)
+        except WqError as exc:
+            raise ResearchError(exc.code.upper(), str(exc), retryable=True) from None
+        except ValueError as exc:
+            raise ResearchError("INVALID_PLATFORM_DATA", str(exc)) from None
+        return {"region": args.region, "delay": args.delay, "threshold": 3,
+                "current_date": args.current_date.isoformat(), "period": period,
+                "source": "worldquant_platform", **groups}
+
     async def capabilities(self, args):
         return {**await self.backtests.capabilities(), "max_candidates": 100,
                 "settings_schema": DirectCandidate.model_json_schema(),
+                "superalpha": {"plan_with": "save_superalpha_plan", "build_with": "build_superalpha_candidates",
+                    "preview_with": "preview_superalpha_selection", "read_selection_with": "get_superalpha_selection",
+                    "job_with": "get_refresh_job", "backtest_with": "submit_backtests", "platform_batch_size": 1,
+                    "component_evidence": "预览与实际组件分别记录，未知不能认定为同池"},
                 "confirmation": "调用者须已获本批执行授权；直接提交后返回稳定运行 ID",
                 "duplicate_policies": ["reject", "rerun"], "permissions": sorted(self.principal.scopes),
                 "metadata_only": True, "actual_platform_allowance": None,
                 "templates": {
                     "create_with": "create_research_template", "required_scope": "research:write",
-                    "authored_by": "caller", "max_source_items": 20,
+                    "version_with": "create_research_template_version",
+                    "read_with": "get_research_template", "search_with": "search_research_templates",
+                    "authored_by": "caller", "source_items_required": False, "max_source_items": 20,
+                    "expand_with": "expand_research_template", "candidates_with": "get_template_candidates",
+                    "backtest_with": "start_template_backtest", "execution_scope": "backtests:execute",
+                    "max_candidates": 10000, "page_size_max": 100,
+                    "validation": "syntax_and_preparation_settings_combination",
                     "source_items_with": "get_backtest_results", "starts_backtests": False,
                     "web_url": f"{self.public_origin}/#templates",
                 },
@@ -139,15 +170,23 @@ class ResearchAccess:
     async def metadata(self, args):
         q = args.query
         metadata = ResearchMetadata(self.db)
+        if q.kind == "superalpha":
+            from ..superalpha.metadata import metadata as super_metadata
+            return await super_metadata(self.db)
         if q.kind == "scopes":
             return {"source": "worldquant_platform", **await platform_options(self.client)}
         if q.kind == "operators":
-            data = await metadata.operators(q.q, q.category, limit=q.limit, offset=q.offset)
+            data = await metadata.operators(q.q, q.category, limit=q.limit, offset=q.offset, stage=q.stage)
             return {**data, "status": "available" if data["fetched_at"] else "not_cached",
                     "has_more": q.offset + len(data["items"]) < data["total"]}
         if q.kind == "settings":
             data = await metadata.get("settings")
             items = data["content"].get("items", [])
+            special = {"selectionHandling", "selectionLimit", "componentActivation"}
+            if q.alpha_type == "REGULAR":
+                items = [{**r, "fields": {k: v for k, v in r.get("fields", {}).items() if k not in special}} for r in items]
+            else:
+                items = [{**r, "super_settings_completeness": "cached" if special <= r.get("fields", {}).keys() else "unknown"} for r in items]
             return {"status": "available" if data["fetched_at"] else "not_cached",
                     "fetched_at": data["fetched_at"], **page(items[q.offset:q.offset+q.limit], len(items), q.limit, q.offset)}
         data = await metadata.get(availability_key(q.field_id, q.scope))
@@ -181,14 +220,16 @@ class ResearchAccess:
 
     async def refresh_job(self, args):
         job = await self.db.get(Job, args.job_id)
-        if not job or job.kind not in {"catalog_sync", "field_sync", "pnl_refresh", "self_correlation", "submission_check"}:
+        if not job or job.kind not in {"catalog_sync", "field_sync", "pnl_refresh", "self_correlation", "submission_check", "super_selection_preview"}:
             raise ResearchError("NOT_FOUND", "研究刷新任务不存在")
         result = await self.business.get_job_status(args.job_id)
         query = select(JobItem).where(JobItem.job_id == job.id, JobItem.error.is_not(None))
         total = await self.db.scalar(select(func.count()).select_from(query.subquery()))
         errors = list(await self.db.scalars(query.order_by(JobItem.alpha_id).limit(args.limit).offset(args.offset)))
         result.pop("errors", None)
-        return {**result, "job_id": job.id, "artifact_reference": job.payload,
+        artifact = ({"job_id": job.id, "snapshot_id": job.checkpoint.get("snapshot_id"), "read_with": "get_superalpha_selection"}
+                    if job.kind == "super_selection_preview" else job.payload)
+        return {**result, "job_id": job.id, "artifact_reference": artifact,
                 "errors": page([{"alpha_id": e.alpha_id, "error": e.error} for e in errors], total, args.limit, args.offset)}
 
     async def check_self_correlation(self, args):
@@ -250,6 +291,76 @@ class ResearchAccess:
         return await self.remember("create_research_template", args, digest, result,
                                    business_id=result["template_id"])
 
+    async def template(self, args):
+        """Read the exact saved template revision without executing research."""
+        from ..research.assets import Assets
+
+        return await Assets(self.db).get(args.template_id, args.version, "template")
+
+    async def templates(self, args):
+        """Search the same template library used by the browser."""
+        from ..research.assets import Assets
+
+        return await Assets(self.db).list("template", **args.model_dump())
+
+    async def create_template_version(self, args):
+        """Append an idempotent, optimistic revision with refreshed source evidence."""
+        from .templates import create_template
+
+        operation = "create_research_template_version"
+        previous, digest = await self.previous(operation, args)
+        if previous:
+            return previous.response
+        result = await create_template(self.db, args, self.principal, asset_id=args.template_id)
+        result["web_url"] = f"{self.public_origin}/#templates"
+        return await self.remember(operation, args, digest, result, business_id=args.template_id)
+
+    async def expand_template(self, args):
+        """Idempotently freeze a version and preparations; never start execution."""
+        from ..research.experiments import Experiments
+        from ..research.workspace_contracts import Expansion
+
+        operation = "expand_research_template"
+        previous, digest = await self.previous(operation, args)
+        if previous:
+            return previous.response
+        service = Experiments(self.db)
+        asset = await service.assets.get(args.template_id, args.version, "template")
+        experiment = await service.create(Expansion(
+            asset_id=args.template_id, version=args.version, preparation_refs=args.preparation_refs,
+            settings=args.settings, mode=args.mode, limit=args.limit, seed=args.seed,
+            hypothesis=asset["content"].get("description", "").strip() or f"使用模板：{asset['name']}",
+        ), extra_evidence={"method": "template", "mcp_token_id": self.principal.token_id,
+                           "admin_id": self.principal.admin_id})
+        result = await service.template_candidates(experiment["id"])
+        result.update({"read_with": "get_template_candidates", "backtest_with": "start_template_backtest",
+                       "starts_backtests": False})
+        return await self.remember(operation, args, digest, result, business_id=experiment["id"])
+
+    async def template_candidates(self, args):
+        from ..research.experiments import Experiments
+
+        return await Experiments(self.db).template_candidates(args.experiment_id, args.limit, args.offset)
+
+    async def start_template_backtest(self, args):
+        """Execute only stored candidate IDs; authorization comes from the caller's execute scope."""
+        from ..research.experiments import Experiments
+        from ..research.workspace_contracts import TemplateBacktest
+
+        operation = "start_template_backtest"
+        previous, digest = await self.previous(operation, args)
+        if previous:
+            return previous.response
+        provenance = {"mcp_token_id": self.principal.token_id, "admin_id": self.principal.admin_id}
+        result = await Experiments(self.db).start_template_backtest(
+            args.experiment_id,
+            TemplateBacktest(candidate_ids=args.candidate_ids, idempotency_key="mcp-template-" + str(uuid4())),
+            backtests=Backtests(self.db, provenance),
+        )
+        result = {**result, "input_digest": digest, "web_url": self.run_url(result["backtest_run_id"])}
+        return await self.remember(operation, args, digest, result,
+                                   business_id=result["backtest_run_id"], wake="backtests")
+
     async def previous(self, operation, args):
         # PostgreSQL row lock is shared with HTTP start and catalog/job creation.
         account = await self.db.scalar(select(Account).where(Account.id == self.principal.account_id).with_for_update())
@@ -286,7 +397,11 @@ class ResearchAccess:
                 invalid.append(c.client_item_id)
         if invalid:
             raise ResearchError("UNSUPPORTED_SETTINGS", "已缓存平台设置不支持这些组合；可显式刷新后重试", affected_items=invalid)
-        return {"settings_validation": "cached", "fetched_at": snapshot["fetched_at"], "field_validation": "unknown"}
+        result = {"settings_validation": "cached", "fetched_at": snapshot["fetched_at"], "field_validation": "unknown"}
+        if any(c.alpha_type == "SUPER" for c in candidates):
+            from ..superalpha.settings import validate_settings
+            result["super_settings_validation"] = await validate_settings(self.db, [c.settings for c in candidates if c.alpha_type == "SUPER"])
+        return result
 
     async def submit(self, args):
         previous, digest = await self.previous("submit_backtests", args)

backend/app/research_access/templates.py

@@ -10,23 +10,27 @@ from ..research.workspace_contracts import AssetWrite
 from .queries import item_summary
 
 
-async def create_template(db, args, principal):
+async def create_template(db, args, principal, *, asset_id=None):
-    """Save a new asset inside the caller's account-locked, idempotent transaction.
+    """Save a new asset or revision inside the caller's account-locked, idempotent transaction.
 
     Args contain the external model's TemplateSpec and local source item IDs.
     Return the versioned asset and theoretical combination count. Raise
     ResearchError for name conflicts or missing/incomplete research evidence.
     Stored evidence proves provenance, not profitability or platform eligibility;
     schema validation does not validate every expanded FASTEXPR combination.
+    Optional asset_id selects a version update guarded by args.expected_version;
+    a stale version raises HTTP 409 and cannot overwrite a historical revision.
     """
     from .service import ResearchError
 
     existing = await db.scalar(select(ResearchAsset).where(
         ResearchAsset.kind == "template", ResearchAsset.name == args.template.name,
+        ResearchAsset.id != asset_id if asset_id else True,
     ).order_by(ResearchAsset.id).limit(1))
     if existing:
         raise ResearchError("TEMPLATE_NAME_CONFLICT", "模板名称已存在，请使用新名称；此工具不覆盖已有模板",
                             affected_items=[{"template_id": existing.id, "version": existing.version}])
+    previous = await Assets(db).get(asset_id, expected_kind="template") if asset_id else None
     rows = (await db.execute(select(BacktestItem, BacktestResult).outerjoin(
         BacktestResult, BacktestResult.item_id == BacktestItem.id,
     ).where(BacktestItem.id.in_(args.source_item_ids)))).all()
@@ -48,13 +52,17 @@ async def create_template(db, args, principal):
         "admin_id": principal.admin_id,
         "source_items": [item_summary(*found[item_id]) for item_id in args.source_item_ids],
     }
+    if previous:
+        provenance["parent_template"] = {"id": asset_id, "version": args.expected_version}
     asset = await Assets(db).save(AssetWrite(
         kind="template", content=args.template.model_dump(mode="json"),
-    ), provenance=provenance)
+        version=args.expected_version if asset_id else None,
+    ), asset_id=asset_id, provenance=provenance)
     return {
         **asset, "template_id": asset["id"],
-        "combination_count": str(math.prod(len(v.values) for v in args.template.variables.values())),
+        "combination_count": (str(math.prod(len(v.values) for v in args.template.variables.values()))
-        "validation": {"structure": "valid", "source_evidence": "recorded",
+                              if all(v.values for v in args.template.variables.values()) else None),
+        "validation": {"structure": "valid", "source_evidence": "recorded" if args.source_item_ids else "not_provided",
                        "expanded_candidates": "not_validated", "platform_semantics": "unknown"},
-        "next_step": "在模板工坊选择固定输入及模拟设置，展开并核验候选，再确认批量回测。",
+        "next_step": "选择数据准备和回测参数，用 expand_research_template 生成候选集合；核对候选后按已获授权范围调用 start_template_backtest。也可在模板工坊完成。",
     }

backend/app/schemas.py

@@ -9,7 +9,7 @@ from pydantic import BaseModel, ConfigDict, Field, field_validator, model_valida
 
 ResearchState = Literal["inbox", "candidate", "optimizing", "archived"]
 Submission = Literal["UNSUBMITTED", "SUBMITTED"]
-CheckType = Literal["PENDING", "PRE_CHECK", "PASS", "FAIL_1", "FAIL_2"]
+CheckType = Literal["PENDING", "PRE_CHECK", "PASS", "PPAC_CANDIDATE", "FAIL_1", "FAIL_2"]
 SortField = Literal[
     "id",
     "name",
@@ -69,10 +69,12 @@ class PreferencesInput(Contract):
 
 
 class AlphaFilters(Contract):
+    management_scope: Literal["super", "non_super"] | None = None
     local_correlation_status: Literal["not_cached", "stale", "low", "high", "partial", "insufficient_data"] | None = None
     local_correlation_min: float | None = Field(default=None, ge=-1, le=1)
     local_correlation_max: float | None = Field(default=None, ge=-1, le=1)
     submission_blocked: bool | None = None
+    ppac_candidate: bool | None = None
     submission: Submission | None = None
     source: str | None = Field(default=None, max_length=100)
     source_reference: str | None = Field(default=None, max_length=200)
@@ -237,6 +239,9 @@ class AlphaSummary(BaseModel):
     id: str
     name: str | None
     expression_preview: str
+    selection_preview: str = ""
+    combo_preview: str = ""
+    component_count: int | None = None
     alpha_type: str | None
     language: str | None
     stage: str | None

backend/app/superalpha/__init__.py

@@ -0,0 +1 @@
+"""Super Alpha construction and immutable component evidence over shared execution."""

backend/app/superalpha/access.py

@@ -0,0 +1,43 @@
+"""MCP adapter using the same SUPER operations and records as the web editor."""
+
+from ..research.assets import Assets
+from .evidence import read_selection
+from .service import SuperResearch
+
+
+class SuperResearchAccess:
+    async def super_plans(self, args):
+        return await Assets(self.db).list("superalpha_plan", args.q, args.limit, args.offset)
+
+    async def super_plan(self, args):
+        if args.experiment_id:
+            return await SuperResearch(self.db).experiment(args.experiment_id, args.limit, args.offset)
+        return await Assets(self.db).get(args.plan_id, args.version, "superalpha_plan")
+
+    async def save_super_plan(self, args):
+        result = await SuperResearch(self.db).save(args)
+        return {**result, "web_url": f"{self.public_origin}/#superalpha-research?plan_id={result['id']}"}
+
+    async def preview_super_selection(self, args):
+        result = await SuperResearch(self.db).selection_job(args)
+        self.wake = "jobs"
+        return result
+
+    async def super_selection(self, args):
+        return await read_selection(self.db, args)
+
+    async def build_super_candidates(self, args):
+        result = await SuperResearch(self.db).build(args)
+        return {**result, "web_url": f"{self.public_origin}/#superalpha-research?experiment_id={result['id']}",
+                "submit_with": "submit_backtests", "starts_backtests": False,
+                "submit_source": {k: result["source"][k] for k in ("research_id", "superalpha_plan_id", "superalpha_plan_version", "selection_snapshot_ids", "reference", "hypothesis")},
+                "paging": "完整候选可用 get_superalpha_plan 的 experiment_id 读取"}
+
+    async def super_alphas(self, args):
+        args.filters.management_scope = "super"
+        args.filters.alpha_type = "SUPER"
+        return await self.business.search_alphas(args.filters)
+
+    async def super_alpha(self, args):
+        result = await SuperResearch(self.db).alpha(args.alpha_id)
+        return {**result, "web_url": f"{self.public_origin}/#superalphas?alpha_id={args.alpha_id}"}

backend/app/superalpha/contracts.py

@@ -0,0 +1,140 @@
+"""Bounded SUPER authoring inputs, independent from regular data-field preparation."""
+
+from typing import Literal
+
+from pydantic import Field, field_validator, model_validator
+
+from ..backtests.contracts import SuperSimulationSettings
+from ..research.expressions import IDENTIFIER, PLACEHOLDER
+from ..research.workspace_contracts import Variable
+from ..schemas import AlphaFilters, Contract
+
+
+class PlanSpec(Contract):
+    name: str = Field(min_length=1, max_length=200)
+    hypothesis: str = Field(min_length=1, max_length=2000)
+    selection: str = Field(min_length=1, max_length=20000)
+    combo: str = Field(min_length=1, max_length=20000)
+    variables: dict[str, Variable] = Field(default_factory=dict, max_length=50)
+    settings: SuperSimulationSettings
+    setting_variants: dict[str, list[str | int | float | bool]] = Field(default_factory=dict, max_length=20)
+    include_baseline: bool = False
+    reference: str = Field(default="", max_length=200)
+    parent_plan_id: str | None = Field(default=None, max_length=36)
+    parent_plan_version: int | None = Field(default=None, ge=1)
+    parent_alpha_id: str | None = Field(default=None, pattern=r"^[A-Za-z0-9_-]{1,100}$")
+    parent_experiment_id: str | None = Field(default=None, max_length=36)
+
+    @field_validator("name", "hypothesis", "selection", "combo")
+    @classmethod
+    def text(cls, value):
+        if not value.strip():
+            raise ValueError("内容不能为空")
+        return value.strip()
+
+    @model_validator(mode="after")
+    def bindings(self):
+        text = self.selection + "\n" + self.combo
+        if set(PLACEHOLDER.findall(text)) != set(self.variables):
+            raise ValueError("Selection/Combo 占位符必须与变量逐一对应")
+        if any(not IDENTIFIER.fullmatch(k) or v.kind == "field" for k, v in self.variables.items()):
+            raise ValueError("SUPER 变量须使用合法名称，不能使用 REGULAR 数据字段绑定")
+        if "{" in PLACEHOLDER.sub("", text) or "}" in PLACEHOLDER.sub("", text):
+            raise ValueError("占位符格式错误")
+        for key, values in self.setting_variants.items():
+            if key not in SuperSimulationSettings.model_fields or not 1 <= len(values) <= 100:
+                raise ValueError("设置变量必须为已支持设置，每项 1–100 个候选值")
+            for value in values:
+                SuperSimulationSettings.model_validate({**self.settings.model_dump(), key: value})
+        if bool(self.parent_plan_id) != bool(self.parent_plan_version):
+            raise ValueError("父方案必须同时指定 ID 和版本")
+        return self
+
+
+class PlanSearch(Contract):
+    q: str = Field(default="", max_length=200)
+    limit: int = Field(default=25, ge=1, le=100)
+    offset: int = Field(default=0, ge=0)
+
+
+class PlanReference(PlanSearch):
+    plan_id: str | None = Field(default=None, min_length=1, max_length=36)
+    experiment_id: str | None = Field(default=None, min_length=1, max_length=36)
+    version: int | None = Field(default=None, ge=1)
+
+    @model_validator(mode="after")
+    def one_reference(self):
+        if bool(self.plan_id) == bool(self.experiment_id) or (self.version and not self.plan_id):
+            raise ValueError("提供 plan_id 或 experiment_id 之一；version 仅用于方案")
+        return self
+
+
+class PlanSave(Contract):
+    plan: PlanSpec
+    plan_id: str | None = Field(default=None, max_length=36)
+    version: int | None = Field(default=None, ge=1)
+    idempotency_key: str = Field(min_length=1, max_length=100)
+
+    @model_validator(mode="after")
+    def reference(self):
+        if bool(self.plan_id) != bool(self.version):
+            raise ValueError("更新须同时提供方案 ID 与当前版本")
+        return self
+
+
+class SelectionPreview(Contract):
+    plan_id: str | None = Field(default=None, max_length=36)
+    version: int | None = Field(default=None, ge=1)
+    selection: str = Field(min_length=1, max_length=20000)
+    settings: SuperSimulationSettings
+
+    @field_validator("selection")
+    @classmethod
+    def concrete(cls, value):
+        if not value.strip() or "{" in value or "}" in value:
+            raise ValueError("预览须提供展开后的非空 Selection")
+        return value.strip()
+
+    def platform_query(self):
+        return {"selection": self.selection, **self.settings.model_dump(include={
+            "instrumentType", "region", "delay", "selectionLimit", "selectionHandling"})}
+
+
+class SelectionReference(PlanSearch):
+    snapshot_id: str | None = Field(default=None, max_length=36)
+    job_id: str | None = Field(default=None, max_length=36)
+
+    @model_validator(mode="after")
+    def one(self):
+        if bool(self.snapshot_id) == bool(self.job_id):
+            raise ValueError("提供 snapshot_id 或 job_id 之一")
+        return self
+
+
+class BuildCandidates(Contract):
+    plan: PlanSpec | None = None
+    plan_id: str | None = Field(default=None, max_length=36)
+    version: int | None = Field(default=None, ge=1)
+    mode: Literal["all", "random"] = "all"
+    limit: int = Field(default=100, ge=1, le=10000)
+    seed: int = Field(default=0, ge=0, le=2147483647)
+    selection_snapshot_ids: list[str] = Field(default_factory=list, max_length=100)
+    idempotency_key: str = Field(min_length=1, max_length=100)
+
+    @model_validator(mode="after")
+    def one(self):
+        if bool(self.plan) == bool(self.plan_id) or bool(self.plan_id) != bool(self.version):
+            raise ValueError("提供内联方案或方案 ID/版本之一")
+        return self
+
+
+class SuperAlphaSearch(Contract):
+    filters: AlphaFilters = Field(default_factory=AlphaFilters)
+
+
+class AlphaReference(Contract):
+    alpha_id: str = Field(pattern=r"^[A-Za-z0-9_-]{1,100}$")
+
+
+class ExperimentPreview(Contract):
+    candidate_ids: list[str] = Field(min_length=1, max_length=10000)

backend/app/superalpha/evidence.py

@@ -0,0 +1,97 @@
+"""Parse only explicit component evidence; never infer actual members from a preview."""
+
+import re
+from datetime import datetime
+from uuid import uuid4
+
+from fastapi import HTTPException
+from sqlalchemy import select
+
+from ..alphas import sanitize
+from ..backtests.contracts import fingerprint
+from ..models import SuperSelectionSnapshot
+from ..research.serialization import encode_snapshot
+
+
+def parse_components(raw):
+    """Return normalized rows and completeness; count/duplicate/next ambiguity stays unknown."""
+    warnings = []
+    if isinstance(raw, dict):
+        supplied = raw.get("warnings", [])
+        warnings.extend(supplied if isinstance(supplied, list) else [supplied])
+        rows = raw.get("results", raw.get("alphas", raw.get("components")))
+        total = raw.get("count", raw.get("total"))
+        complete_hint = raw.get("complete") is True
+        next_page = raw.get("next")
+    else:
+        rows, total, complete_hint, next_page = raw, None, False, None
+    invalid_total = total is not None and (type(total) is not int or total < 0)
+    total = total if type(total) is int and total >= 0 else None
+    valid_shape = isinstance(rows, list)
+    items, seen, malformed = [], set(), False
+    for row in rows if valid_shape else []:
+        entry = {"id": row} if isinstance(row, str) else row
+        if not isinstance(entry, dict):
+            malformed = True
+            continue
+        alpha_id = entry.get("id", entry.get("alpha", entry.get("alphaId")))
+        if not isinstance(alpha_id, str) or not re.fullmatch(r"[A-Za-z0-9_-]{1,100}", alpha_id) or alpha_id in seen:
+            malformed = True
+            continue
+        seen.add(alpha_id)
+        items.append({**sanitize(entry), "id": alpha_id})
+    complete = valid_shape and not malformed and not invalid_total and not next_page and (
+        (total is not None and total == len(items)) or (total is None and complete_hint))
+    if not complete:
+        warnings.append("组件列表未核实完整性；不生成完整组件指纹，不用于同池结论")
+    return {"components": items, "total": total, "complete": complete,
+            "component_hash": fingerprint({"alpha_ids": sorted(seen)}) if complete else None,
+            "warnings": sanitize(warnings)}
+
+
+def snapshot_output(row, limit=25, offset=0, q=""):
+    items = [item for item in row.components if not q or q.lower() in str(item).lower()]
+    return encode_snapshot({"snapshot_id": row.id, "job_id": row.job_id, "item_id": row.item_id,
+        "source": row.source, "request": row.request, "request_hash": row.request_hash,
+        "component_hash": row.component_hash, "complete": row.complete, "reported_total": row.total,
+        "observed_at": row.observed_at, "warnings": row.warnings,
+        "status": "available" if row.complete else "unknown", "total": len(items),
+        "limit": limit, "offset": offset, "has_more": offset + limit < len(items),
+        "items": items[offset:offset + limit]})
+
+
+async def read_selection(db, args):
+    query = select(SuperSelectionSnapshot)
+    query = query.where(SuperSelectionSnapshot.id == args.snapshot_id) if args.snapshot_id else query.where(
+        SuperSelectionSnapshot.job_id == args.job_id)
+    row = await db.scalar(query)
+    if not row:
+        if args.job_id:
+            from ..models import Job
+            job = await db.get(Job, args.job_id)
+            if not job or job.kind != "super_selection_preview":
+                raise HTTPException(404, "组件预览任务不存在")
+            return {"status": job.status, "snapshot_id": None, "job_id": job.id, "items": [],
+                    "total": 0, "complete": False, "error": job.error, "observed_at": None}
+        raise HTTPException(404, "组件快照不存在")
+    return snapshot_output(row, args.limit, args.offset, args.q)
+
+
+async def save_actual_components(db, item, detail, observed_at):
+    raw = detail.get("components", detail.get("selectedAlphas"))
+    if raw is None and isinstance(detail.get("selection"), dict):
+        selection = detail["selection"]
+        if isinstance(selection.get("alphas"), list):
+            raw = {"alphas": selection["alphas"], "count": selection.get("count")}
+    request = {"type": "SUPER", "selection": item.selection, "combo": item.combo, "settings": item.settings}
+    parsed = parse_components(raw)
+    db.add(SuperSelectionSnapshot(id=str(uuid4()), item_id=item.id, source="actual", request=request,
+        request_hash=fingerprint(request), raw=sanitize(raw) if isinstance(raw, (dict, list)) else {},
+        observed_at=datetime.fromisoformat(observed_at), **parsed))
+
+
+async def actual_components(db, item_id, limit=25, offset=0):
+    row = await db.scalar(select(SuperSelectionSnapshot).where(SuperSelectionSnapshot.item_id == item_id))
+    return snapshot_output(row, limit, offset) if row else {
+        "status": "unknown", "complete": False, "source": "actual", "items": [], "total": 0,
+        "component_hash": None, "observed_at": None, "warnings": ["平台实际组件尚未核实"]}

backend/app/superalpha/jobs.py

@@ -0,0 +1,31 @@
+"""Selection previews run on the existing durable job runner, outside request transactions."""
+
+import asyncio
+from uuid import uuid4
+
+from sqlalchemy import select
+
+from ..alphas import sanitize
+from ..backtests.contracts import fingerprint
+from ..models import Job, SuperSelectionSnapshot, now
+from .contracts import SelectionPreview
+from .evidence import parse_components
+
+
+async def run_selection(runner, job_id, payload):
+    async with runner.sessions() as db:
+        existing = await db.scalar(select(SuperSelectionSnapshot).where(SuperSelectionSnapshot.job_id == job_id))
+        if existing:
+            return  # Restart after snapshot commit must not replace the original observation.
+    request = SelectionPreview.model_validate(payload)
+    raw = await runner.client.run_super_selection(request.platform_query())
+    parsed = parse_components(raw)
+    async with runner.sessions.begin() as db:
+        job = await db.get(Job, job_id)
+        if job.cancel_requested:
+            raise asyncio.CancelledError()
+        snapshot = SuperSelectionSnapshot(id=str(uuid4()), job_id=job_id, source="preview", request=payload,
+            request_hash=fingerprint(request.platform_query()), raw=sanitize(raw), **parsed)
+        db.add(snapshot)
+        job.processed, job.total, job.updated_at = 1, 1, now()
+        job.checkpoint = {"snapshot_id": snapshot.id, "complete": parsed["complete"]}

backend/app/superalpha/metadata.py

@@ -0,0 +1,27 @@
+"""Separate Alpha selection properties from stock data fields; availability remains evidence based."""
+
+from ..backtests.contracts import SuperSimulationSettings
+from ..catalog.research_metadata import ResearchMetadata
+
+
+async def metadata(db):
+    settings = await ResearchMetadata(db).get("settings")
+    return {"settings_schema": SuperSimulationSettings.model_json_schema(), "settings_snapshot": settings,
+        "selection_properties": [{"name": name, "description": description} for name, description in (
+            ("category", "用户设置的 Alpha 类别"), ("color", "用户设置的颜色"),
+            ("datasets", "组件使用的数据集集合，可配合 in()"), ("datafields", "组件使用的数据字段集合"),
+            ("datacategories", "组件使用的数据类别集合"), ("dataset_count", "不同数据集数量"),
+            ("datafield_count", "不同数据字段数量"), ("datacategory_count", "不同数据类别数量"),
+            ("decay", "组件的衰减设置"), ("favorite", "平台收藏状态"), ("name", "组件名称，按完整名称匹配"),
+            ("neutralization", "组件的中性化设置"), ("operator_count", "组件表达式算子数量"),
+            ("long_count", "IS 平均多头股票数量"), ("short_count", "IS 平均空头股票数量"),
+            ("tags", "组件的自定义标签集合"), ("truncation", "组件截断设置"),
+            ("turnover", "组件 IS 换手率"), ("universe", "组件股票池名称"),
+            ("self_correlation", "组件自相关属性"), ("prod_correlation", "组件生产相关性属性"),
+            ("os_start_date", "组件样本外起始日期，YYYY-MM-DD 字符串"),
+            ("classifications", "组件分类集合"), ("competitions", "组件关联比赛集合"))],
+        "property_source": "BRAIN Selection Expression 文档快照（2025-10-16）；属性列表非账户实时授权清单，具体可用性以平台响应为准",
+        "combo_input": "alpha 表示选中的组件；Combo 返回每日每个组件的权重，常量 1 可作为等权基线",
+        "selection_object": "平台可供选择的已提交 ACTIVE Alpha；本地列表不等同于平台完整组件池",
+        "operator_query": {"kind": "operators", "stage": "SELECTION"},
+        "validation": "结构校验与平台执行分开；缺少适用范围的算子保持未知"}

backend/app/superalpha/routes.py

@@ -0,0 +1,135 @@
+"""Authenticated SUPER authoring endpoints; construction never starts a simulation."""
+
+from fastapi import APIRouter, Depends, HTTPException, Query, Request
+from pydantic import ValidationError
+from sqlalchemy import func, select
+
+from ..models import SuperSelectionSnapshot
+from ..research.assets import Assets
+from ..security import require_auth
+from .contracts import BuildCandidates, ExperimentPreview, PlanSave, SelectionPreview, SelectionReference
+from .evidence import read_selection, snapshot_output
+from .metadata import metadata
+from .service import SuperResearch
+
+router = APIRouter(prefix="/api/v1/superalpha", tags=["superalpha"], dependencies=[Depends(require_auth)])
+
+
+@router.get("/metadata")
+async def get_metadata(request: Request):
+    async with request.app.state.sessions() as db:
+        return await metadata(db)
+
+
+@router.get("/plans")
+async def plans(request: Request, q: str = "", limit: int = Query(25, ge=1, le=100), offset: int = Query(0, ge=0)):
+    async with request.app.state.sessions() as db:
+        return await Assets(db).list("superalpha_plan", q, limit, offset)
+
+
+@router.post("/plans")
+async def save_plan(body: PlanSave, request: Request):
+    async with request.app.state.sessions.begin() as db:
+        return await SuperResearch(db).save(body)
+
+
+@router.get("/plans/{plan_id}")
+async def plan(plan_id: str, request: Request, version: int | None = Query(None, ge=1)):
+    async with request.app.state.sessions() as db:
+        return await Assets(db).get(plan_id, version, "superalpha_plan")
+
+
+@router.get("/plans/{plan_id}/versions")
+async def versions(plan_id: str, request: Request):
+    async with request.app.state.sessions() as db:
+        await Assets(db).get(plan_id, expected_kind="superalpha_plan")
+        return await Assets(db).versions(plan_id)
+
+
+@router.delete("/plans/{plan_id}")
+async def archive(plan_id: str, request: Request, version: int = Query(..., ge=1)):
+    async with request.app.state.sessions.begin() as db:
+        await Assets(db).get(plan_id, expected_kind="superalpha_plan")
+        return await Assets(db).archive(plan_id, version)
+
+
+@router.post("/selections", status_code=202)
+async def preview_selection(body: SelectionPreview, request: Request):
+    async with request.app.state.sessions.begin() as db:
+        result = await SuperResearch(db).selection_job(body)
+    request.app.state.runner.wake.set()
+    return result
+
+
+@router.get("/selections")
+async def selection(request: Request, snapshot_id: str | None = None, job_id: str | None = None,
+                    q: str = "", limit: int = Query(25, ge=1, le=100), offset: int = Query(0, ge=0)):
+    try:
+        args = SelectionReference(snapshot_id=snapshot_id, job_id=job_id, q=q, limit=limit, offset=offset)
+    except ValidationError as exc:
+        raise HTTPException(422, str(exc)) from None
+    async with request.app.state.sessions() as db:
+        return await read_selection(db, args)
+
+
+@router.post("/candidates", status_code=201)
+async def build(body: BuildCandidates, request: Request):
+    async with request.app.state.sessions.begin() as db:
+        return await SuperResearch(db).build(body)
+
+
+@router.get("/experiments")
+async def experiments(request: Request, plan_id: str | None = None,
+                      limit: int = Query(25, ge=1, le=100), offset: int = Query(0, ge=0)):
+    async with request.app.state.sessions() as db:
+        return await SuperResearch(db).experiments(plan_id, limit, offset)
+
+
+@router.get("/experiments/{experiment_id}")
+async def experiment(experiment_id: str, request: Request, limit: int = Query(100, ge=1, le=100), offset: int = Query(0, ge=0)):
+    async with request.app.state.sessions() as db:
+        return await SuperResearch(db).experiment(experiment_id, limit, offset)
+
+
+@router.post("/experiments/{experiment_id}/preview")
+async def preview(experiment_id: str, body: ExperimentPreview, request: Request):
+    async with request.app.state.sessions.begin() as db:
+        return await SuperResearch(db).preview(experiment_id, body.candidate_ids)
+
+
+@router.get("/alphas/{alpha_id}")
+async def alpha(alpha_id: str, request: Request):
+    async with request.app.state.sessions() as db:
+        return await SuperResearch(db).alpha(alpha_id)
+
+
+@router.get("/selection-history")
+async def selection_history(request: Request, plan_id: str, limit: int = Query(25, ge=1, le=100), offset: int = Query(0, ge=0)):
+    async with request.app.state.sessions() as db:
+        query = select(SuperSelectionSnapshot).where(SuperSelectionSnapshot.source == "preview", SuperSelectionSnapshot.request["plan_id"].as_string() == plan_id)
+        total = await db.scalar(select(func.count()).select_from(query.subquery()))
+        rows = await db.scalars(query.order_by(SuperSelectionSnapshot.observed_at.desc(), SuperSelectionSnapshot.id).limit(limit).offset(offset))
+        return {"items": [snapshot_output(row, 0) for row in rows], "total": total, "limit": limit, "offset": offset}
+
+
+@router.get("/experiments/{experiment_id}/results")
+async def experiment_results(experiment_id: str, request: Request, limit: int = Query(25, ge=1, le=100), offset: int = Query(0, ge=0)):
+    from ..models import Pnl
+    from ..research.serialization import encode_snapshot
+    from ..research_access.contracts import History
+    from ..research_access.queries import EvidenceQueries
+    from .evidence import actual_components
+    async with request.app.state.sessions() as db:
+        await SuperResearch(db).experiment(experiment_id, 1)
+        result = await EvidenceQueries(db).history(History(research_id=experiment_id, alpha_type="SUPER", limit=limit, offset=offset))
+        for item in result["items"]:
+            item["components"] = await actual_components(db, item["id"], 0)
+            pnl = await db.get(Pnl, item["alpha_id"]) if item["alpha_id"] else None
+            item["pnl_fetched_at"] = pnl.fetched_at if pnl else None
+        return encode_snapshot(result)
+
+
+@router.get("/alphas/{alpha_id}/components")
+async def alpha_components(alpha_id: str, request: Request, limit: int = Query(25, ge=1, le=100), offset: int = Query(0, ge=0)):
+    async with request.app.state.sessions() as db:
+        return (await SuperResearch(db).alpha(alpha_id, limit, offset))["components"]

backend/app/superalpha/service.py

@@ -0,0 +1,227 @@
+"""Versioned SUPER plans and deterministic candidate construction; never executes simulations."""
+
+import math
+import random
+from uuid import uuid4
+
+from fastapi import HTTPException
+from sqlalchemy import func, select
+
+from ..alphas import sanitize
+from ..backtests.contracts import Candidate, DraftInput, PreviewInput, Source, fingerprint
+from ..backtests.service import Backtests
+from ..models import Account, Alpha, Job, ResearchExperiment, ResearchRequest, SuperSelectionSnapshot, now
+from ..research.assets import Assets
+from ..research.expressions import PLACEHOLDER
+from ..research.serialization import encode_snapshot
+from ..research.workspace_contracts import AssetWrite
+from .contracts import PlanSpec, SelectionPreview
+from .evidence import actual_components, parse_components
+from .settings import validate_settings
+
+
+async def validate_source(db, source, candidates):
+    """Verify server-owned provenance references without making assets mandatory for direct execution."""
+    if (source.get("superalpha_plan_id") or source.get("selection_snapshot_ids") or source.get("kind") == "superalpha") and any(c.get("alpha_type", "REGULAR") != "SUPER" for c in candidates):
+        raise HTTPException(422, "Super Alpha 方案或组件来源只能关联 SUPER 候选")
+    await validate_settings(db, [c["settings"] for c in candidates if c.get("alpha_type") == "SUPER"])
+    experiment = None
+    if bool(source.get("superalpha_plan_id")) != bool(source.get("superalpha_plan_version")):
+        raise HTTPException(422, "方案引用须同时指定 ID 和版本")
+    if source.get("superalpha_plan_id"):
+        if not source.get("superalpha_plan_version"):
+            raise HTTPException(422, "方案引用须指定版本")
+        await Assets(db).get(source["superalpha_plan_id"], source["superalpha_plan_version"], "superalpha_plan")
+    if source.get("research_id") and (source.get("kind") == "superalpha" or source.get("superalpha_plan_id") or any(c.get("alpha_type") == "SUPER" for c in candidates)):
+        experiment = await db.get(ResearchExperiment, source["research_id"])
+        if not experiment or experiment.kind != "superalpha":
+            raise HTTPException(404, "SUPER 候选构造记录不存在")
+        source["research_kind"] = "superalpha"
+        expected = {c["client_item_id"]: fingerprint(Candidate.model_validate(c).platform_input()) for c in experiment.candidates}
+        for value in candidates:
+            c = Candidate.model_validate(value)
+            if expected.get(c.client_item_id) != fingerprint(c.platform_input()):
+                raise HTTPException(409, "候选与引用的固定构造记录不一致")
+        ref = experiment.evidence.get("plan_reference", {})
+        if source.get("superalpha_plan_id") and ref != {
+            "id": source["superalpha_plan_id"], "version": source["superalpha_plan_version"]}:
+            raise HTTPException(409, "方案版本与构造来源不一致")
+    for snapshot_id in source.get("selection_snapshot_ids", []):
+        row = await db.get(SuperSelectionSnapshot, snapshot_id)
+        if not row or row.source != "preview":
+            raise HTTPException(404, "Selection 预览快照不存在")
+        query = SelectionPreview.model_validate(row.request).platform_query()
+        if not any(Candidate.model_validate(c).alpha_type == "SUPER" and SelectionPreview(
+            selection=c["selection"], settings=c["settings"]).platform_query() == query for c in (experiment.candidates if experiment else candidates)):
+            raise HTTPException(409, "组件预览与候选 Selection/范围不匹配")
+
+
+class SuperResearch:
+    def __init__(self, db):
+        self.db = db
+        self.assets = Assets(db)
+
+    async def previous(self, operation, args):
+        account = await self.db.scalar(select(Account).where(Account.id == 1).with_for_update())
+        if not account:
+            raise HTTPException(409, "工作空间未初始化")
+        digest = fingerprint(args.model_dump(mode="json", exclude={"idempotency_key"}))
+        previous = await self.db.scalar(select(ResearchRequest).where(ResearchRequest.account_id == 1,
+            ResearchRequest.operation == operation, ResearchRequest.idempotency_key == args.idempotency_key))
+        if previous and previous.digest != digest:
+            raise HTTPException(409, "幂等键已用于不同内容")
+        return previous, digest
+
+    async def remember(self, operation, args, digest, result, business_id):
+        result = encode_snapshot(result)
+        result["_meta"] = {"schema_version": 1, "observed_at": now().isoformat(), "source": "system"}
+        self.db.add(ResearchRequest(id=str(uuid4()), account_id=1, operation=operation,
+            idempotency_key=args.idempotency_key, digest=digest, business_id=business_id, response=result))
+        await self.db.flush()
+        return result
+
+    async def provenance(self, plan):
+        result = {"reference": plan.reference}
+        if plan.parent_plan_id:
+            parent = await self.assets.get(plan.parent_plan_id, plan.parent_plan_version, "superalpha_plan")
+            result["parent_plan"] = {k: parent[k] for k in ("id", "version", "name")}
+        if plan.parent_alpha_id:
+            alpha = await self.db.get(Alpha, plan.parent_alpha_id)
+            if not alpha or alpha.alpha_type != "SUPER":
+                raise HTTPException(404, "父 SUPER Alpha 尚未导入")
+            result["parent_alpha"] = {"id": alpha.id, "snapshot": sanitize(alpha.raw), "observed_at": alpha.synced_at}
+        if plan.parent_experiment_id:
+            parent = await self.experiment(plan.parent_experiment_id)
+            result["parent_experiment"] = {"id": parent["id"], "created_at": parent["created_at"]}
+        return encode_snapshot(result)
+
+    async def save(self, args):
+        previous, digest = await self.previous("save_superalpha_plan", args)
+        if previous:
+            return previous.response
+        await validate_settings(self.db, [args.plan.settings])
+        result = await self.assets.save(AssetWrite(kind="superalpha_plan", content=args.plan.model_dump(mode="json"),
+            version=args.version), args.plan_id, await self.provenance(args.plan))
+        return await self.remember("save_superalpha_plan", args, digest, result, result["id"])
+
+    async def build(self, args):
+        previous, digest = await self.previous("build_superalpha_candidates", args)
+        if previous:
+            return previous.response
+        asset = await self.assets.get(args.plan_id, args.version, "superalpha_plan") if args.plan_id else None
+        plan = PlanSpec.model_validate(asset["content"]) if asset else args.plan
+        provenance = await self.provenance(plan)
+        names = list(plan.variables)
+        settings_names = list(plan.setting_variants)
+        axes = [plan.variables[k].values for k in names] + [plan.setting_variants[k] for k in settings_names]
+        count = math.prod(len(a) for a in axes)
+        if count > 10**12 or (args.mode == "all" and count > args.limit):
+            raise HTTPException(422, f"理论组合数 {count} 超出展开上限；缩小参数或采用随机采样")
+        indices = range(count) if args.mode == "all" else sorted(random.Random(args.seed).sample(range(count), min(count, args.limit)))
+        candidates, annotations, seen = [], {}, {}
+        for index in indices:
+            remaining, values = index, []
+            for axis in reversed(axes):
+                remaining, position = divmod(remaining, len(axis))
+                values.insert(0, axis[position])
+            bindings = dict(zip(names, values[:len(names)]))
+            def substitute(text):
+                return PLACEHOLDER.sub(lambda m: str(bindings[m.group(1)]), text)
+            selection, combo = substitute(plan.selection), substitute(plan.combo)
+            settings = {**plan.settings.model_dump(), **dict(zip(settings_names, values[len(names):]))}
+            variants = [(combo, combo == "1")] + ([("1", True)] if plan.include_baseline and combo != "1" else [])
+            for combo_value, baseline in variants:
+                candidate_id = f"super-{index + 1}{'-baseline' if baseline else ''}"
+                c = Candidate(client_item_id=candidate_id, alpha_type="SUPER", selection=selection,
+                              combo=combo_value, settings=settings)
+                h = fingerprint(c.platform_input())
+                annotations[candidate_id] = {"baseline": baseline, "parameters": bindings,
+                    "duplicate_of": seen.get(h), "request_hash": h}
+                seen.setdefault(h, candidate_id)
+                candidates.append(c.model_dump(mode="json"))
+        if len(candidates) > 10000:
+            raise HTTPException(422, "包含基线后超过 10000 项，请缩小候选数")
+        plan_reference = {"id": asset["id"], "version": asset["version"]} if asset else {}
+        source = Source(kind="superalpha", research_kind="superalpha", reference=plan.reference, hypothesis=plan.hypothesis,
+            superalpha_plan_id=args.plan_id, superalpha_plan_version=args.version,
+            selection_snapshot_ids=args.selection_snapshot_ids).model_dump(mode="json")
+        await validate_source(self.db, source, candidates)
+        experiment = ResearchExperiment(id=str(uuid4()), name=plan.name, kind="superalpha", hypothesis=plan.hypothesis,
+            inputs=[], parents=[], candidates=candidates, evidence={"plan": plan.model_dump(mode="json"),
+                "plan_reference": plan_reference, "provenance": provenance, "source": source,
+                "selection_snapshot_ids": args.selection_snapshot_ids, "annotations": annotations,
+                "combination_count": str(count), "mode": args.mode, "seed": args.seed})
+        self.db.add(experiment)
+        await self.db.flush()
+        result = await self.experiment(experiment.id)
+        return await self.remember("build_superalpha_candidates", args, digest, result, experiment.id)
+
+    async def experiment(self, experiment_id, limit=100, offset=0):
+        row = await self.db.get(ResearchExperiment, experiment_id)
+        if not row or row.kind != "superalpha":
+            raise HTTPException(404, "SUPER 研究记录不存在")
+        source = {**row.evidence["source"], "research_id": row.id}
+        visible = row.candidates[offset:offset + limit]
+        evidence = {**row.evidence, "annotations": {c["client_item_id"]: row.evidence["annotations"].get(c["client_item_id"], {}) for c in visible}}
+        return encode_snapshot({"id": row.id, "name": row.name, "kind": row.kind, "hypothesis": row.hypothesis,
+            "created_at": row.created_at, "evidence": evidence, "source": source,
+            "candidates": row.candidates[offset:offset + limit], "total": len(row.candidates),
+            "limit": limit, "offset": offset, "has_more": offset + limit < len(row.candidates)})
+
+    async def experiments(self, plan_id=None, limit=25, offset=0):
+        query = select(ResearchExperiment).where(ResearchExperiment.kind == "superalpha")
+        if plan_id:
+            query = query.where(ResearchExperiment.evidence["plan_reference"]["id"].as_string() == plan_id)
+        total = await self.db.scalar(select(func.count()).select_from(query.subquery()))
+        rows = await self.db.scalars(query.order_by(ResearchExperiment.created_at.desc(), ResearchExperiment.id).limit(limit).offset(offset))
+        return encode_snapshot({"items": [{"id": r.id, "name": r.name, "created_at": r.created_at,
+            "total": len(r.candidates)} for r in rows], "total": total, "limit": limit, "offset": offset})
+
+    async def preview(self, experiment_id, candidate_ids):
+        row = await self.db.get(ResearchExperiment, experiment_id)
+        await self.experiment(experiment_id)
+        selected = [c for c in row.candidates if c["client_item_id"] in set(candidate_ids)]
+        if len(selected) != len(set(candidate_ids)):
+            raise HTTPException(422, "候选不属于当前研究记录")
+        return await Backtests(self.db).preview(PreviewInput(inline=DraftInput(name=row.name,
+            candidates=selected, source={**row.evidence["source"], "research_id": row.id})), preserve_source=True)
+
+    async def selection_job(self, args):
+        if bool(args.plan_id) != bool(args.version):
+            raise HTTPException(422, "预览的方案来源需同时指定 ID 和版本")
+        if args.plan_id:
+            await self.assets.get(args.plan_id, args.version, "superalpha_plan")
+        await validate_settings(self.db, [args.settings])
+        account = await self.db.scalar(select(Account).where(Account.id == 1).with_for_update())
+        if not account or account.connection_status not in ("connected", "expired"):
+            raise HTTPException(409, "请先连接 WorldQuant")
+        payload = args.model_dump(mode="json")
+        jobs = await self.db.scalars(select(Job).where(Job.kind == "super_selection_preview",
+            Job.status.in_(("queued", "running", "waiting_auth", "waiting_connection"))))
+        job = next((j for j in jobs if j.payload == payload and not j.cancel_requested), None)
+        if not job:
+            job = Job(id=str(uuid4()), kind="super_selection_preview", payload=payload, total=1)
+            self.db.add(job)
+            await self.db.flush()
+        return {"job_id": job.id, "status": job.status, "read_with": "get_superalpha_selection"}
+
+    async def alpha(self, alpha_id, limit=25, offset=0):
+        from ..business import Business
+        from ..models import BacktestItem, BacktestResult
+        alpha = await self.db.get(Alpha, alpha_id)
+        if not alpha or alpha.alpha_type != "SUPER":
+            raise HTTPException(404, "SUPER Alpha 尚未导入")
+        item = await self.db.scalar(select(BacktestItem).join(BacktestResult, BacktestResult.item_id == BacktestItem.id)
+            .where(BacktestItem.alpha_id == alpha_id).order_by(BacktestResult.observed_at.desc()).limit(1))
+        components = await actual_components(self.db, item.id, limit, offset) if item else {
+            "status": "unknown", "complete": False, "source": "actual", "items": [], "total": 0}
+        if not item:
+            parsed = parse_components(alpha.raw.get("components", alpha.raw.get("selectedAlphas")))
+            components = {"source": "actual", "status": "available" if parsed["complete"] else "unknown",
+                "complete": parsed["complete"], "component_hash": parsed["component_hash"],
+                "reported_total": parsed["total"], "total": len(parsed["components"]), "warnings": parsed["warnings"],
+                "observed_at": alpha.synced_at, "items": parsed["components"][offset:offset + limit], "limit": limit, "offset": offset}
+        return {**await Business(self.db).get_alpha(alpha_id), "components": components,
+            "descriptions": {k: (alpha.raw.get(k) or {}).get("description", "")
+                if isinstance(alpha.raw.get(k), dict) else "" for k in ("selection", "combo")},
+            "sources": await Business(self.db).get_alpha_sources(alpha_id)}

backend/app/superalpha/settings.py

@@ -0,0 +1,45 @@
+"""Cached platform constraints shared by SUPER authoring and generic execution."""
+
+from fastapi import HTTPException
+
+from ..catalog.research_metadata import ResearchMetadata
+
+
+async def validate_settings(db, values):
+    """Reject known unsupported values; absent metadata is explicitly unknown, never approved."""
+    snapshot = await ResearchMetadata(db).get("settings")
+    rows = snapshot["content"].get("items", [])
+    if not snapshot["fetched_at"] or not rows:
+        return {"status": "unknown", "reason": "未缓存平台设置"}
+    incomplete = False
+    for settings in values:
+        value = settings.model_dump() if hasattr(settings, "model_dump") else settings
+        matches = [r for r in rows if all(r.get(k) == value.get(v) for k, v in (
+            ("instrument_type", "instrumentType"), ("region", "region"), ("universe", "universe"), ("delay", "delay")))]
+        if not matches:
+            raise HTTPException(422, "平台设置快照不支持当前 SUPER 地区 / Universe / Delay 组合")
+        failures = []
+        valid = False
+        for row in matches:
+            failed = []
+            if row.get("neutralizations") and value["neutralization"] not in row["neutralizations"]:
+                failed.append("neutralization")
+            for key, field in row.get("fields", {}).items():
+                if key not in value:
+                    continue
+                current = value[key]
+                if "choices" in field and current not in field["choices"]:
+                    failed.append(key)
+                if type(current) in (int, float) and (
+                    ("minimum" in field and current < field["minimum"]) or
+                    ("maximum" in field and current > field["maximum"])):
+                    failed.append(key)
+            if not failed:
+                valid = True
+                incomplete |= any(not row.get("fields", {}).get(key) for key in ("selectionLimit", "selectionHandling", "componentActivation"))
+                break
+            failures.extend(failed)
+        if not valid:
+            raise HTTPException(422, "平台设置快照不支持 SUPER 参数：" + "、".join(sorted(set(failures))))
+    return {"status": "partial" if incomplete else "cached", "fetched_at": snapshot["fetched_at"],
+            "reason": "部分 SUPER 设置范围未提供" if incomplete else "仅按缓存校验，仍需平台执行验证"}

backend/app/worldquant.py

@@ -468,6 +468,14 @@ class WqClient:
             "universe": scope.universe, "delay": scope.delay,
         })
 
+    async def run_super_selection(self, query):
+        """Read cnhk super-selection contract with bounded async retries and shared authentication."""
+        allowed = {"selection", "instrumentType", "region", "delay", "selectionLimit", "selectionHandling"}
+        if set(query) != allowed:
+            raise WqError("Selection 参数不完整或包含未知键", "invalid_selection")
+        return await self._read_json("GET", "/simulations/super-selection", params=query, allow_list=True,
+                                     wait_for_retry_header=True)
+
     async def research_setting_options(self):
         """Snapshot full setting choices for constrained research, including neutralization."""
         return await self._read_json("OPTIONS", "/simulations")

backend/migrations/versions/0021_superalpha.py

@@ -0,0 +1,39 @@
+"""SUPER candidates and immutable component evidence; retain all existing Alpha rows."""
+
+import sqlalchemy as sa
+from alembic import op
+
+revision = "0021"
+down_revision = "0020"
+branch_labels = None
+depends_on = None
+
+
+def upgrade():
+    op.add_column("backtest_items", sa.Column("alpha_type", sa.String(20), nullable=False, server_default="REGULAR"))
+    op.add_column("backtest_items", sa.Column("selection", sa.Text(), nullable=True))
+    op.add_column("backtest_items", sa.Column("combo", sa.Text(), nullable=True))
+    op.create_index("ix_backtest_items_alpha_type", "backtest_items", ["alpha_type"])
+    op.create_table("super_selection_snapshots",
+        sa.Column("id", sa.String(36), primary_key=True),
+        sa.Column("job_id", sa.String(36), sa.ForeignKey("sync_jobs.id"), unique=True),
+        sa.Column("item_id", sa.String(36), sa.ForeignKey("backtest_items.id"), unique=True),
+        sa.Column("source", sa.String(20), nullable=False),
+        sa.Column("request", sa.JSON(), nullable=False),
+        sa.Column("request_hash", sa.String(64), nullable=False),
+        sa.Column("component_hash", sa.String(64)),
+        sa.Column("components", sa.JSON(), nullable=False),
+        sa.Column("raw", sa.JSON(), nullable=False),
+        sa.Column("complete", sa.Boolean(), nullable=False),
+        sa.Column("total", sa.Integer()),
+        sa.Column("warnings", sa.JSON(), nullable=False),
+        sa.Column("observed_at", sa.DateTime(timezone=True), nullable=False))
+    for key in ("request_hash", "component_hash"):
+        op.create_index(f"ix_super_selection_snapshots_{key}", "super_selection_snapshots", [key])
+
+
+def downgrade():
+    op.drop_table("super_selection_snapshots")
+    op.drop_index("ix_backtest_items_alpha_type", table_name="backtest_items")
+    for key in ("combo", "selection", "alpha_type"):
+        op.drop_column("backtest_items", key)

backend/migrations/versions/0022_ppac_candidate.py

@@ -0,0 +1,41 @@
+"""Classify snapshots whose sole Alpha failure is the unopened PPAC theme."""
+
+import sqlalchemy as sa
+from alembic import op
+
+revision = "0022"
+down_revision = "0021"
+branch_labels = None
+depends_on = None
+
+
+def upgrade():
+    # Reuse the indexed check_type column; preserve all raw evidence and check stages.
+    table = sa.table("alphas", sa.column("id", sa.String()), sa.column("checks", sa.JSON()),
+                     sa.column("check_type", sa.String(20)))
+    connection = op.get_bind()
+    last_id = None
+    while True:
+        query = sa.select(table.c.id, table.c.checks).order_by(table.c.id).limit(500)
+        if last_id is not None:
+            query = query.where(table.c.id > last_id)
+        rows = connection.execute(query).mappings().all()
+        if not rows:
+            break
+        candidates = []
+        for row in rows:
+            # Freeze the current interpretation instead of importing application code.
+            checks = row["checks"] if isinstance(row["checks"], list) else []
+            failures = [check for check in checks if isinstance(check, dict)
+                        and check.get("name") != "REGULAR_SUBMISSION"
+                        and isinstance(check.get("result"), str) and check["result"].upper() == "FAIL"]
+            if len(failures) == 1 and failures[0].get("name") == "PURE_POWER_POOL_THEME":
+                candidates.append(row["id"])
+        if candidates:
+            connection.execute(table.update().where(table.c.id.in_(candidates)).values(check_type="PPAC_CANDIDATE"))
+        last_id = rows[-1]["id"]
+
+
+def downgrade():
+    table = sa.table("alphas", sa.column("check_type", sa.String(20)))
+    op.execute(table.update().where(table.c.check_type == "PPAC_CANDIDATE").values(check_type="FAIL_1"))

backend/migrations/versions/0023_remove_template_scope.py

@@ -0,0 +1,80 @@
+"""Remove retired template scope metadata without changing execution scopes."""
+
+import sqlalchemy as sa
+from alembic import op
+
+revision = "0023"
+down_revision = "0022"
+branch_labels = None
+depends_on = None
+
+# Only structured research documents carry reusable template definitions. Do not
+# rewrite opaque model messages, audit digests, or already-authorized tool calls.
+DOCUMENTS = (
+    ("research_revisions", ("asset_id", "version"), ("content", "provenance")),
+    ("research_experiments", ("id",), ("evidence", "parents")),
+    ("research_flow_runs", ("id",), ("definition", "authorization")),
+    ("research_step_runs", ("id",), ("output",)),
+    ("research_requests", ("id",), ("response",)),
+)
+
+
+def remove_template_scope(value):
+    """Copy structured templates without scope; preserve input scopes and bindings.
+
+    Match the frozen persisted TemplateSpec shape, including nested feature
+    templates and asset snapshots. Never remove an arbitrary key named scope:
+    input snapshots and scope-named expression variables still require it.
+    """
+    if isinstance(value, list):
+        return [remove_template_scope(item) for item in value]
+    if not isinstance(value, dict):
+        return value
+    is_template = (
+        isinstance(value.get("name"), str)
+        and isinstance(value.get("expression"), str)
+        and isinstance(value.get("variables"), dict)
+    )
+    return {
+        key: remove_template_scope(item)
+        for key, item in value.items()
+        if not (is_template and key == "scope")
+    }
+
+
+def upgrade():
+    """Clean template documents in bounded batches, retaining IDs and versions."""
+    connection = op.get_bind()
+    for name, keys, documents in DOCUMENTS:
+        table = sa.table(name, *(
+            [sa.column(key, sa.Integer() if key == "version" else sa.String()) for key in keys]
+            + [sa.column(column, sa.JSON()) for column in documents]
+        ))
+        last = None
+        while True:
+            query = sa.select(table).order_by(*(table.c[key] for key in keys)).limit(500)
+            if last is not None:
+                query = query.where(sa.or_(*(
+                    sa.and_(*(table.c[keys[j]] == last[j] for j in range(i)), table.c[key] > last[i])
+                    for i, key in enumerate(keys)
+                )))
+            rows = connection.execute(query).mappings().all()
+            if not rows:
+                break
+            for row in rows:
+                changes = {}
+                for column in documents:
+                    cleaned = remove_template_scope(row[column])
+                    if cleaned != row[column]:
+                        changes[column] = cleaned
+                if changes:
+                    connection.execute(table.update().where(
+                        *(table.c[key] == row[key] for key in keys)
+                    ).values(**changes))
+            last = tuple(rows[-1][key] for key in keys)
+
+
+def downgrade():
+    # Previous schemas allow absent template scope; deleted metadata cannot be
+    # reconstructed. Execution scopes and all other research data are unchanged.
+    pass

backend/tests/backtest_fake.py

@@ -16,10 +16,16 @@ class Platform:
         self.detail_fail = False
         self.fail_child = None
         self.missing = False
+        self.selection_reads = []
+        self.selection_result = {"count": 2, "results": [{"id": "component1", "value": 0.3}, {"id": "component2", "value": 0.7}]}
+        self.actual_components = {"count": 2, "results": [{"id": "component1"}, {"id": "component2"}]}
         self.secret = "synthetic-platform-secret"
 
     def __call__(self, request):
         path = request.url.path
+        if path == "/simulations/super-selection":
+            self.selection_reads.append(dict(request.url.params))
+            return httpx.Response(200, json=self.selection_result)
         if path == "/authentication":
             return httpx.Response(201, json={})
         if path == "/simulations" and request.method == "POST":
@@ -39,29 +45,35 @@ class Platform:
             ids = []
             for i, item in enumerate(data):
                 child = parent if len(data) == 1 else f"{parent}c{i}"
-                aid = self.existing_alpha_ids[i] if self.existing_alpha_ids else f"alpha{parent}{i}"
+                aid = self.existing_alpha_ids[i] if self.existing_alpha_ids and item["type"] != "SUPER" else f"alpha{parent}{i}"
                 progress = {
                     "status": "COMPLETE",
                     "alpha": aid,
-                    "regular": item["regular"],
+                    "regular": item.get("regular", ""),
                     "settings": item["settings"],
                 }
                 if i == self.fail_child:
                     progress = {
                         "status": "FAILED",
-                        "regular": item["regular"],
+                        "regular": item.get("regular", ""),
                         "settings": item["settings"],
                         "message": "invalid expression",
                     }
                 self.simulations[child] = progress
                 self.alphas[aid] = {
                     "id": aid,
-                    "regular": {"code": item["regular"]},
+                    "regular": {"code": item.get("regular", "")},
                     "type": "REGULAR",
                     "settings": item["settings"],
                     "is": {"sharpe": None, "fitness": 0.8},
                     "status": "UNSUBMITTED",
                 }
+                if item["type"] == "SUPER":
+                    assert len(data) == 1, "SUPER must be submitted singly"
+                    self.simulations[child].update(type="SUPER", selection=item["selection"], combo=item["combo"])
+                    self.simulations[child].pop("regular", None)
+                    self.alphas[aid].update(type="SUPER", selection={"code": item["selection"], "description": "Selection rationale"}, combo={"code": item["combo"], "description": "Combo rationale"}, components=self.actual_components)
+                    self.alphas[aid].pop("regular", None)
                 ids.append(child)
             if len(data) > 1:
                 self.simulations[parent] = {

backend/tests/superalpha_postgres.py

@@ -0,0 +1,74 @@
+"""Disposable PostgreSQL compatibility/concurrency acceptance, no external platform calls.
+
+SUPER_TEST_DATABASE_URL must point to the local wq_superalpha_test database.
+"""
+import asyncio
+import os
+from urllib.parse import urlsplit
+
+import httpx
+from alembic import command
+from alembic.config import Config
+from cryptography.fernet import Fernet
+from sqlalchemy import select
+
+from app.alphas import upsert_alpha
+from app.config import Settings
+from app.main import create_app
+from app.models import BacktestItem, Research
+from app.superalpha.contracts import PlanSave
+from app.superalpha.service import SuperResearch
+from app.worldquant import WqClient
+from tests.backtest_fake import Platform
+from tests.test_backtests import execute, preview, setup, start
+from tests.test_superalpha import plan, test_plan_selection_build_versions_and_generic_run
+
+
+async def seed(settings):
+    app = create_app(settings, WqClient(settings, transport=httpx.MockTransport(Platform())))
+    async with app.router.lifespan_context(app):
+        _, lane = await setup(app)
+        async with app.state.sessions.begin() as db:
+            await upsert_alpha(db, {"id": "legacy-super", "type": "SUPER", "selection": {"code": "turnover < 0.2"}, "combo": {"code": "1"}})
+            (await db.get(Research, "legacy-super")).note = "keep historical note"
+        async with httpx.AsyncClient(transport=httpx.ASGITransport(app=app), base_url="http://testserver", headers={"X-WQ-Request": "1"}) as client:
+            await client.post("/api/v1/auth/login", json={"username": "admin", "password": "synthetic-admin-only"})
+            run = await start(client, await preview(client), "legacy")
+            await execute(app, lane, run["backtest_run_id"])
+
+
+async def verify(settings):
+    app = create_app(settings, WqClient(settings, transport=httpx.MockTransport(Platform())))
+    async with app.router.lifespan_context(app):
+        async with app.state.sessions() as db:
+            assert (await db.get(Research, "legacy-super")).note == "keep historical note"
+            item = await db.scalar(select(BacktestItem))
+            assert item.alpha_type == "REGULAR" and item.selection is None and item.combo is None
+            assert item.persistence_status == "saved"
+        async with httpx.AsyncClient(transport=httpx.ASGITransport(app=app), base_url="http://testserver", headers={"X-WQ-Request": "1"}) as client:
+            await client.post("/api/v1/auth/login", json={"username": "admin", "password": "synthetic-admin-only"})
+            await test_plan_selection_build_versions_and_generic_run(app, client)
+            imported = (await client.get("/api/v1/alphas?management_scope=super&q=legacy-super")).json()
+            assert imported["total"] == 1
+        async def save_same():
+            async with app.state.sessions.begin() as db:
+                return await SuperResearch(db).save(PlanSave(plan=plan(), idempotency_key="concurrent-save"))
+        first, second = await asyncio.gather(save_same(), save_same())
+        assert first == second
+    print("PostgreSQL: preserved REGULAR backtest and existing SUPER/notes; SUPER lifecycle and concurrent save replay passed")
+
+
+if __name__ == "__main__":
+    url = os.environ["SUPER_TEST_DATABASE_URL"]
+    parsed = urlsplit(url)
+    if parsed.hostname not in {"127.0.0.1", "localhost"} or parsed.path != "/wq_superalpha_test":
+        raise SystemExit("Refusing non-local/non-disposable database")
+    key = Fernet.generate_key().decode()
+    os.environ.update(DATABASE_URL=url, ADMIN_PASSWORD="synthetic-admin-only", ENCRYPTION_KEY=key, WQ_EMAIL="", WQ_PASSWORD="")
+    settings = Settings(_env_file=None, database_url=url, admin_password="synthetic-admin-only", encryption_key=key, enable_runner=False, public_origin="http://testserver")
+    config = Config("alembic.ini")
+    command.upgrade(config, "head")
+    asyncio.run(seed(settings))
+    command.downgrade(config, "0020")
+    command.upgrade(config, "head")
+    asyncio.run(verify(settings))

backend/tests/test_mcp.py

@@ -162,7 +162,10 @@ async def test_official_sdk_client_and_error_contract(mcp_app):
             async with ClientSession(streams[0], streams[1]) as client:
                 await client.initialize()
                 listed = await client.list_tools()
-                assert len(listed.tools) == 20
+                assert len(listed.tools) == 35
+                assert {"expand_research_template", "get_template_candidates", "start_template_backtest"} <= {t.name for t in listed.tools}
+                assert {"search_research_templates", "get_research_template", "create_research_template_version"} <= {t.name for t in listed.tools}
+                assert any(tool.name == "get_pyramid_distribution" for tool in listed.tools)
                 assert {"search_data_preparations", "get_data_preparation"} <= {t.name for t in listed.tools}
                 caps = await client.call_tool("get_research_capabilities", {})
                 assert caps.structured_content["max_candidates"] == 100

backend/tests/test_mcp_pyramids.py

@@ -0,0 +1,92 @@
+"""Verify distribution through MCP authorization, validation and audit boundaries."""
+
+import httpx
+import pytest
+
+from app.worldquant import WqClient
+from tests.test_mcp import credentials, invoke
+from tests.test_mcp import mcp_app as mcp_app
+
+
+def row(name, count, region="USA", delay=1):
+    return {"category": {"id": name, "name": name}, "alphaCount": count,
+            "region": region, "delay": delay}
+
+
+async def test_distribution(mcp_app):
+    calls = []
+
+    def platform(request):
+        calls.append(request)
+        assert request.method == "GET"
+        assert request.url.path == "/users/self/activities/pyramid-alphas"
+        return httpx.Response(200, json={"pyramids": [row("zero", 0), row("one", 1),
+            row("two", 2), row("three", 3), row("four", 4), row("other", 5, "GLB"),
+            row("delay_zero", 5, delay=0)]})
+
+    client = WqClient(mcp_app.state.settings, transport=httpx.MockTransport(platform))
+    client.credentials, client.authenticated = ("test", "test"), True
+    original = mcp_app.state.runner.client
+    mcp_app.state.runner.client = client
+    try:
+        reader, _ = await credentials(mcp_app, {"research:read"})
+        result = await invoke(mcp_app, reader, "get_pyramid_distribution", {"region": "USA", "delay": 1, "current_date": "2026-09-13"})
+        assert [r["alpha_count"] for r in result["lit"]] == [4, 3]
+        assert [r["remaining"] for r in result["in_progress"]] == [2, 1]
+        assert result["unlit"][0]["category"]["id"] == "zero"
+        assert dict(calls[0].url.params) == {"startDate": "2026-07-01", "endDate": "2026-09-30"}
+        assert result["period"] == {"quarter": "2026-Q3", "start_date": "2026-07-01", "end_date": "2026-09-30"}
+        for args in ({"region": "USA", "delay": 2}, {"region": "USA", "delay": True},
+                     {"region": "../", "delay": 1}):
+            response = await mcp_app.state.mcp.invoke(reader, "get_pyramid_distribution", args | {"current_date": "2026-09-13"})
+            assert response.structured_content["error"]["code"] == "INVALID_INPUT"
+        assert len(calls) == 1
+        client.credentials, client.authenticated = None, False
+        response = await mcp_app.state.mcp.invoke(reader, "get_pyramid_distribution", {"region": "USA", "delay": 1, "current_date": "2026-09-13"})
+        assert response.structured_content["error"]["code"] == "DISCONNECTED"
+    finally:
+        mcp_app.state.runner.client = original
+        await client.close()
+
+
+@pytest.mark.parametrize("rows", [[], [row("x", None)], [row("x", -1)],
+                                 [row("x", True)], [row("x", 1), row("x", 2)]])
+def test_missing_evidence_is_not_zero(rows):
+    from app.research_access.pyramids import distribution
+
+    with pytest.raises(ValueError):
+        distribution({"pyramids": rows}, "USA", 1)
+
+
+@pytest.mark.parametrize(('value', 'quarter', 'start', 'end'), [
+    ('2026-01-01', '2026-Q1', '2026-01-01', '2026-03-31'),
+    ('2026-03-31', '2026-Q1', '2026-01-01', '2026-03-31'),
+    ('2026-04-01', '2026-Q2', '2026-04-01', '2026-06-30'),
+    ('2026-06-30', '2026-Q2', '2026-04-01', '2026-06-30'),
+    ('2026-07-01', '2026-Q3', '2026-07-01', '2026-09-30'),
+    ('2026-09-30', '2026-Q3', '2026-07-01', '2026-09-30'),
+    ('2026-10-01', '2026-Q4', '2026-10-01', '2026-12-31'),
+    ('2026-12-31', '2026-Q4', '2026-10-01', '2026-12-31'),
+    ('2027-01-01', '2027-Q1', '2027-01-01', '2027-03-31'),
+    ('2024-02-29', '2024-Q1', '2024-01-01', '2024-03-31'),
+])
+def test_quarter_boundaries(value, quarter, start, end):
+    from datetime import date
+
+    from app.research_access.pyramids import quarter_period
+
+    assert quarter_period(date.fromisoformat(value)) == {
+        'quarter': quarter, 'start_date': start, 'end_date': end}
+
+
+@pytest.mark.parametrize('value', [None, '2026-02-30', 'not-a-date'])
+def test_date_required_and_valid(value):
+    from pydantic import ValidationError
+
+    from app.research_access.contracts import PyramidQuery
+
+    args = {'region': 'USA', 'delay': 1}
+    if value is not None:
+        args['current_date'] = value
+    with pytest.raises(ValidationError):
+        PyramidQuery.model_validate(args)

backend/tests/test_mcp_templates.py

@@ -100,7 +100,7 @@ async def test_sdk_template_creation_frozen_evidence_and_web_expansion(app, logg
                 assert "submit_backtests" not in listed
                 assert not tool.annotations.read_only_hint and not tool.annotations.destructive_hint
                 assert tool.annotations.idempotent_hint and not tool.annotations.open_world_hint
-                assert {"template", "hypothesis", "source_item_ids", "idempotency_key"} <= set(tool.input_schema["required"])
+                assert {"template", "hypothesis", "idempotency_key"} <= set(tool.input_schema["required"])
                 assert tool.input_schema["additionalProperties"] is False
                 caps = await client.call_tool("get_research_capabilities", {})
                 assert caps.structured_content["templates"]["create_with"] == TOOL
@@ -138,7 +138,7 @@ async def test_sdk_template_creation_frozen_evidence_and_web_expansion(app, logg
     assert {c["expression"] for c in experiment["candidates"]} == {
         f"rank({field}) + {offset}" for field in ["TEST_FIN_001", "TEST_FIN_002"] for offset in [0, 1, 5]
     }
-    assert all(c["validation"]["status"] == "valid" for c in experiment["candidates"])
+    assert all("validation" not in c for c in experiment["candidates"])
     assert experiment["evidence"]["template"]["provenance"] == stored["provenance"]
     async with app.state.sessions() as db:
         assert await db.scalar(select(func.count()).select_from(BacktestRun)) == 1
@@ -169,7 +169,7 @@ async def test_template_invalid_inputs_and_missing_sources_are_atomic(app, compl
     principal, _ = await credentials(app)
     valid = template_request(completed_source["id"])
     variants = [
-        {"source_item_ids": []}, {"source_item_ids": [completed_source["id"]] * 21},
+        {"source_item_ids": [completed_source["id"]] * 21},
         {"source_item_ids": [completed_source["id"]] * 2}, {"hypothesis": " "},
         {"force": True}, {"idempotency_key": ""},
         {"template": valid["template"] | {"expression": "rank({missing})"}},
@@ -236,3 +236,163 @@ async def test_browser_can_issue_template_only_and_all_permissions(app, logged_i
         async with app.state.sessions() as db:
             principal = await authenticate(db, response.json()["token"])
             assert principal.scopes == scopes
+
+
+async def test_mcp_template_version_is_idempotent_and_preserves_history(app, completed_source):
+    principal, _ = await credentials(app, {"research:read", "research:write"})
+    body = template_request(completed_source["id"])
+    created = await invoke(app, principal, TOOL, body)
+    content = deepcopy(body["template"])
+    content["variables"]["field"] = {"kind": "field", "field_type": "MATRIX", "description": "数据准备中的矩阵字段"}
+    update = {**body, "template": content, "template_id": created["id"],
+              "expected_version": 1, "idempotency_key": "version-2"}
+    tool = "create_research_template_version"
+    first = await invoke(app, principal, tool, update)
+    replay = await invoke(app, principal, tool, update)
+    assert first == replay and first["version"] == 2
+    assert first["combination_count"] is None
+    assert first["provenance"]["parent_template"] == {"id": created["id"], "version": 1}
+    read = await invoke(app, principal, "get_research_template", {"template_id": created["id"], "version": 1})
+    assert read["content"]["variables"]["field"]["values"] == ["TEST_FIN_001", "TEST_FIN_002"]
+    listed = await invoke(app, principal, "search_research_templates", {"q": content["name"]})
+    assert listed["items"][0]["version"] == 2
+    stale = await app.state.mcp.invoke(principal, tool, update | {"idempotency_key": "stale-version"})
+    assert stale.is_error and stale.structured_content["error"]["code"] == "CONFLICT"
+    async with app.state.sessions() as db:
+        assert await db.scalar(select(func.count()).select_from(ResearchRevision)) == 2
+    denied, _ = await credentials(app, {"research:read"})
+    from fastapi import HTTPException
+    with pytest.raises(HTTPException) as forbidden:
+        await app.state.mcp.invoke(denied, tool, update)
+    assert forbidden.value.status_code == 403
+
+
+async def test_template_without_result_sources_can_be_created_and_versioned(app):
+    principal, _ = await credentials(app, {"research:read", "research:write"})
+    body = template_request("unused")
+    body.pop("source_item_ids")
+    created = await invoke(app, principal, TOOL, body)
+    assert created["provenance"]["source_items"] == []
+    assert created["validation"]["source_evidence"] == "not_provided"
+    revised = await invoke(app, principal, "create_research_template_version", {
+        **body, "template_id": created["id"], "expected_version": 1, "idempotency_key": "no-source-v2",
+        "source_item_ids": [],
+    })
+    assert revised["version"] == 2 and revised["provenance"]["source_items"] == []
+    async with app.state.sessions() as db:
+        assert await db.scalar(select(func.count()).select_from(BacktestRun)) == 0
+
+
+async def template_collection(app, principal, research_input, count=130):
+    body = template_request("unused")
+    body.pop("source_item_ids")
+    body["template"]["variables"]["field"]["values"] = ["TEST_FIN_001"]
+    body["template"]["variables"]["offset"]["values"] = list(range(count))
+    saved = await invoke(app, principal, TOOL, body)
+    args = {
+        "template_id": saved["id"], "version": saved["version"],
+        "preparation_refs": [{"id": research_input["preparation_id"], "version": research_input["preparation_version"]}],
+        "settings": candidate()["settings"], "limit": count, "idempotency_key": "expand-collection",
+    }
+    return saved, args
+
+
+async def test_template_collection_mcp_paging_execution_and_replay(app, logged_in, research_input):
+    from sqlalchemy import delete
+
+    from app.models import BacktestPreview, CatalogResource, ResearchExperiment
+
+    principal, _ = await credentials(app)
+    saved, args = await template_collection(app, principal, research_input)
+    async with app.state.sessions.begin() as db:
+        await db.execute(delete(CatalogResource))
+    app.state.runner.backtests.wake.clear()
+    first, retry = await asyncio.gather(*[invoke(app, principal, "expand_research_template", args) for _ in range(2)])
+    assert first == retry and first["total"] == 130 and len(first["items"]) == 25
+    assert first["has_more"] and not first["starts_backtests"]
+    assert first["template"]["id"] == saved["id"] and first["template"]["version"] == 1
+    assert not app.state.runner.backtests.wake.is_set()
+    collected = []
+    for offset in (0, 100):
+        result = await invoke(app, principal, "get_template_candidates", {
+            "experiment_id": first["experiment_id"], "limit": 100, "offset": offset,
+        })
+        collected += result["items"]
+    assert len(collected) == 130 and not result["has_more"]
+    assert all("validation" not in item for item in collected)
+    async with app.state.sessions() as db:
+        assert await db.scalar(select(func.count()).select_from(ResearchExperiment)) == 1
+        assert await db.scalar(select(func.count()).select_from(BacktestRun)) == 0
+    args = {"experiment_id": first["experiment_id"], "candidate_ids": [c["client_item_id"] for c in collected],
+            "idempotency_key": "execute-collection"}
+    run, replay = await asyncio.gather(*[invoke(app, principal, "start_template_backtest", args) for _ in range(2)])
+    assert run == replay and run["total"] == 130
+    assert run["source"]["kind"] == "template" and run["source"]["research_id"] == first["experiment_id"]
+    assert run["source"]["input_snapshot_ids"]
+    assert app.state.runner.backtests.wake.is_set()
+    rotated, _ = await credentials(app)
+    assert await invoke(app, rotated, "start_template_backtest", args) == run
+    conflict = await app.state.mcp.invoke(principal, "start_template_backtest", args | {"candidate_ids": ["c1"]})
+    assert conflict.is_error and conflict.structured_content["error"]["code"] == "IDEMPOTENCY_CONFLICT"
+    async with app.state.sessions() as db:
+        assert await db.scalar(select(func.count()).select_from(BacktestRun)) == 1
+        assert await db.scalar(select(func.count()).select_from(BacktestPreview)) == 1
+        row = await db.get(BacktestRun, run["backtest_run_id"])
+        assert row.ai_context["mcp_token_id"] == principal.token_id
+        audit = await db.scalar(select(MCPAudit).where(MCPAudit.tool == "expand_research_template"))
+        assert audit.business_id == first["experiment_id"]
+    record = (await logged_in.get(f"/api/v1/research/experiments/{first['experiment_id']}")).json()
+    assert record["backtest_run_ids"] == [run["backtest_run_id"]]
+
+
+async def test_template_mcp_failures_are_atomic_and_do_not_consume_keys(app, research_input):
+    from app.models import BacktestPreview, ResearchExperiment
+
+    principal, _ = await credentials(app)
+    saved, args = await template_collection(app, principal, research_input, 2)
+    for changed in [args | {"settings": args["settings"] | {"region": "EUR"}},
+                    args | {"preparation_refs": [{**args["preparation_refs"][0], "version": 999}]}]:
+        result = await app.state.mcp.invoke(principal, "expand_research_template", changed)
+        assert result.is_error
+    async with app.state.sessions() as db:
+        assert await db.scalar(select(func.count()).select_from(ResearchExperiment)) == 0
+        assert not await db.scalar(select(ResearchRequest).where(ResearchRequest.operation == "expand_research_template"))
+    collection = await invoke(app, principal, "expand_research_template", args)
+    conflict = await app.state.mcp.invoke(principal, "expand_research_template", args | {"seed": 1})
+    assert conflict.structured_content["error"]["code"] == "IDEMPOTENCY_CONFLICT"
+    request = {"experiment_id": collection["experiment_id"], "candidate_ids": ["c1"], "idempotency_key": "execute"}
+    for ids in [[], ["unknown"], ["c1", "c1"]]:
+        result = await app.state.mcp.invoke(principal, "start_template_backtest", request | {"candidate_ids": ids})
+        assert result.is_error
+    result = await app.state.mcp.invoke(principal, "start_template_backtest", request | {"expression": "rank(other)"})
+    assert result.is_error and result.structured_content["error"]["code"] == "INVALID_INPUT"
+    async with app.state.sessions() as db:
+        assert await db.scalar(select(func.count()).select_from(BacktestRun)) == 0
+        assert await db.scalar(select(func.count()).select_from(BacktestPreview)) == 0
+        assert not await db.scalar(select(ResearchRequest).where(ResearchRequest.operation == "start_template_backtest"))
+    await invoke(app, principal, "start_template_backtest", request)
+
+
+async def test_template_tool_discovery_and_execute_permissions(app, research_input):
+    from fastapi import HTTPException
+
+    principal, secret = await credentials(app, {"research:read", "research:write"})
+    async with httpx.AsyncClient(transport=httpx.ASGITransport(app=app), base_url="http://testserver",
+                               headers={"Authorization": f"Bearer {secret}", "Accept": "application/json, text/event-stream"}) as http:
+        listed = (await http.post(ENDPOINT, json={"jsonrpc": "2.0", "id": 1, "method": "tools/list"})).json()
+        tools = {t["name"]: t for t in listed["result"]["tools"]}
+        assert "expand_research_template" in tools and "get_template_candidates" in tools
+        assert "start_template_backtest" not in tools
+        assert "source_item_ids" not in tools[TOOL]["inputSchema"]["required"]
+        assert tools["expand_research_template"]["annotations"]["idempotentHint"]
+    _, args = await template_collection(app, principal, research_input, 2)
+    collection = await invoke(app, principal, "expand_research_template", args)
+    with pytest.raises(HTTPException) as denied:
+        await app.state.mcp.invoke(principal, "start_template_backtest", {
+            "experiment_id": collection["experiment_id"], "candidate_ids": ["c1"], "idempotency_key": "denied",
+        })
+    assert denied.value.status_code == 403
+    reader, _ = await credentials(app, {"research:read"})
+    await invoke(app, reader, "get_template_candidates", {"experiment_id": collection["experiment_id"]})
+    with pytest.raises(HTTPException):
+        await app.state.mcp.invoke(reader, "expand_research_template", args)

backend/tests/test_ppac_candidate.py

@@ -0,0 +1,108 @@
+"""PPAC candidates retain their theme failure and wait for platform eligibility."""
+
+import copy
+import csv
+import io
+
+import pytest
+
+from app.alphas import check_summary, snapshot_columns, upsert_alpha
+from tests import test_submission
+from tests.conftest import alpha
+
+THEME = {"name": "PURE_POWER_POOL_THEME", "result": "FAIL"}
+LIMIT = {"name": "REGULAR_SUBMISSION", "result": "FAIL"}
+OTHER = {"name": "LOW_SHARPE", "result": "FAIL"}
+
+
+@pytest.mark.parametrize("checked", [False, True])
+@pytest.mark.parametrize("checks,expected", [
+    ([THEME], "PPAC_CANDIDATE"),
+    ([{**THEME, "result": "fail"}], "PPAC_CANDIDATE"),
+    ([THEME, LIMIT, {"name": "MATCHES_THEMES", "result": "WARNING"},
+      {"name": "PROD_CORRELATION", "result": "PENDING"}], "PPAC_CANDIDATE"),
+    ([THEME, OTHER], "FAIL_2"),
+    ([THEME, THEME], "FAIL_2"),
+    ([THEME, {"result": "FAIL"}], "FAIL_2"),
+    ([OTHER], "FAIL_1"),
+    ([{**THEME, "result": "PASS"}, OTHER], "FAIL_1"),
+    ([{**THEME, "result": False}], "PENDING"),
+    ([{**THEME, "value": False}], "PPAC_CANDIDATE"),
+    ([], "PENDING"),
+    ([{}], "PENDING"),
+])
+def test_only_a_single_explicit_theme_failure_is_a_candidate(checks, expected, checked):
+    original = copy.deepcopy(checks)
+    columns = snapshot_columns({}, {}, checks, checked=checked)
+    assert columns["check_type"] == expected
+    assert checks == original
+    if expected == "PPAC_CANDIDATE":
+        assert check_summary(checks, check_type=expected)["failed_checks"] == ["PURE_POWER_POOL_THEME"]
+
+
+async def test_ppac_scope_filters_before_pagination_and_export(app, logged_in):
+    async with app.state.sessions.begin() as db:
+        for name, checks, status, region, hidden in [
+            ("candidate1", [THEME], "UNSUBMITTED", "USA", False),
+            ("candidate2", [THEME, LIMIT], "UNSUBMITTED", "USA", True),
+            ("other_region", [THEME], "UNSUBMITTED", "CHN", False),
+            ("submitted", [THEME], "ACTIVE", "USA", False),
+            ("missing_status", [THEME], None, "USA", False),
+            ("two_failures", [THEME, OTHER], "UNSUBMITTED", "USA", False),
+            ("other_failure", [OTHER], "UNSUBMITTED", "USA", False),
+            ("passed", [{**THEME, "result": "PASS"}], "UNSUBMITTED", "USA", False),
+            ("missing", [], "UNSUBMITTED", "USA", False),
+        ]:
+            await upsert_alpha(db, alpha(name, status=status, hidden=hidden, settings={"region": region},
+                                         **{"is": {"checks": checks}}))
+    query = "ppac_candidate=true&region=USA&sort=id&direction=asc&limit=1&offset=1"
+    response = await logged_in.get(f"/api/v1/alphas?{query}")
+    assert response.status_code == 200, response.text
+    result = response.json()
+    assert result["total"] == 2
+    assert [row["id"] for row in result["items"]] == ["candidate2"]
+    assert result["items"][0]["check_type"] == "PPAC_CANDIDATE"
+    assert result["items"][0]["failed_checks"] == ["PURE_POWER_POOL_THEME"]
+    export = await logged_in.get(f"/api/v1/alphas/export?{query}")
+    rows = list(csv.DictReader(io.StringIO(export.text.lstrip("\ufeff"))))
+    assert [row["id"] for row in rows] == ["candidate1", "candidate2"]
+    assert {row["check_type"] for row in rows} == {"PPAC_CANDIDATE"}
+    assert (await logged_in.get("/api/v1/alphas?ppac_candidate=true&submission=SUBMITTED")).json()["total"] == 0
+    assert (await logged_in.get("/api/v1/alphas?ppac_candidate=true&check_type=FAIL_1")).json()["total"] == 0
+    assert (await logged_in.get("/api/v1/alphas?ppac_candidate=true&submission_blocked=true")).json()["total"] == 1
+    assert (await logged_in.get("/api/v1/alphas?ppac_candidate=true&q=candidate1")).json()["total"] == 1
+    assert (await logged_in.get("/api/v1/alphas?check_type=PPAC_CANDIDATE&submission=UNSUBMITTED")).json()["total"] == 3
+    assert (await logged_in.get("/api/v1/alphas?ppac_candidate=false")).json()["total"] == 4
+
+    saved = await logged_in.post("/api/v1/research/assets", json={
+        "kind": "view", "content": {"name": "候选PPAC", "filters": {
+            "submission": "UNSUBMITTED", "ppac_candidate": True, "region": "USA",
+        }, "columns": ["name", "check_type"]},
+    })
+    assert saved.status_code in (200, 201), saved.text
+    assert saved.json()["content"]["filters"]["ppac_candidate"] is True
+
+
+async def test_check_and_sync_refresh_candidate_status_without_losing_evidence(app, logged_in, monkeypatch):
+    await test_submission.setup(app, alpha(**{"is": {"checks": [OTHER]}}))
+    for checks, expected in [([THEME, LIMIT], "PPAC_CANDIDATE"), ([{**THEME, "result": "PASS"}], "PASS")]:
+        monkeypatch.setattr(test_submission, "CHECKS", checks)
+        response = await test_submission.enqueue(logged_in)
+        assert response.status_code == 202, response.text
+        await app.state.runner.execute(response.json()["id"])
+        state = (await logged_in.get("/api/v1/alphas/alpha1/submission")).json()
+        assert state["job"]["status"] == "completed"
+        assert state["check_summary"]["check_type"] == expected
+        detail = (await logged_in.get("/api/v1/alphas/alpha1")).json()
+        assert detail["checks"] == checks
+        assert detail["check_type"] == expected
+        assert detail["research"]["note"] == "preserve local research"
+        assert (await logged_in.get("/api/v1/alphas?ppac_candidate=true")).json()["total"] == (expected == "PPAC_CANDIDATE")
+    for checks, expected in [([THEME], "PPAC_CANDIDATE"), ([THEME, OTHER], "FAIL_2")]:
+        async with app.state.sessions.begin() as db:
+            await upsert_alpha(db, alpha(**{"is": {"checks": checks}}))
+        detail = (await logged_in.get("/api/v1/alphas/alpha1")).json()
+        assert detail["check_type"] == expected
+        assert detail["checks"] == checks
+        assert detail["research"]["note"] == "preserve local research"
+        assert (await logged_in.get("/api/v1/alphas?ppac_candidate=true")).json()["total"] == (expected == "PPAC_CANDIDATE")

backend/tests/test_ppac_candidate_migration.py

@@ -0,0 +1,56 @@
+"""Historical PPAC classification changes only matching cached check types."""
+
+from datetime import datetime, timezone
+from pathlib import Path
+
+import sqlalchemy as sa
+from alembic import command
+from alembic.config import Config
+from cryptography.fernet import Fernet
+
+
+def test_ppac_backfill_preserves_evidence_across_batches_and_downgrade(tmp_path, monkeypatch):
+    database = tmp_path / "ppac.db"
+    monkeypatch.setenv("DATABASE_URL", f"sqlite+aiosqlite:///{database}")
+    monkeypatch.setenv("ADMIN_PASSWORD", "migration-test-only")
+    monkeypatch.setenv("ENCRYPTION_KEY", Fernet.generate_key().decode())
+    monkeypatch.setenv("WQ_EMAIL", "")
+    monkeypatch.setenv("WQ_PASSWORD", "")
+    root = Path(__file__).resolve().parents[1]
+    config = Config(str(root / "alembic.ini"))
+    config.set_main_option("script_location", str(root / "migrations"))
+    command.upgrade(config, "0021")
+    engine = sa.create_engine(f"sqlite:///{database}")
+    alphas = sa.Table("alphas", sa.MetaData(), autoload_with=engine)
+    theme = {"name": "PURE_POWER_POOL_THEME", "result": "FAIL"}
+    other = {"name": "LOW_SHARPE", "result": "FAIL"}
+    patterns = [
+        ([theme], "FAIL_1", "PPAC_CANDIDATE"),
+        ([{**theme, "result": "fail"}, {"name": "REGULAR_SUBMISSION", "result": "FAIL"}], "FAIL_1", "PPAC_CANDIDATE"),
+        ([theme, other], "FAIL_2", "FAIL_2"),
+        ([theme, theme], "FAIL_2", "FAIL_2"),
+        ([other], "FAIL_1", "FAIL_1"),
+        ([{**theme, "result": "PASS"}], "PASS", "PASS"),
+        ([{**theme, "result": "WARNING"}], "PRE_CHECK", "PRE_CHECK"),
+        ([{}], "PENDING", "PENDING"),
+        (None, "PENDING", "PENDING"),
+    ]
+    with engine.begin() as db:
+        db.execute(alphas.insert(), [
+            {"id": f"ppac{i:04}", "status": "UNSUBMITTED", "hidden": False, "settings": {}, "os_metrics": {},
+             "is_metrics": {"checks": patterns[i % len(patterns)][0]}, "checks": patterns[i % len(patterns)][0],
+             "check_type": patterns[i % len(patterns)][1], "synced_at": datetime(2026, 9, 13, tzinfo=timezone.utc),
+             "raw": {"is": {"checks": patterns[i % len(patterns)][0]}}}
+            for i in range(503)
+        ])
+        original = db.execute(sa.select(alphas).order_by(alphas.c.id)).mappings().all()
+    for target, position in [("0022", 2), ("0021", 1), ("0022", 2)]:
+        (command.upgrade if target == "0022" else command.downgrade)(config, target)
+        with engine.connect() as db:
+            rows = db.execute(sa.select(alphas).order_by(alphas.c.id)).mappings().all()
+            assert len(rows) == 503
+            for i, row in enumerate(rows):
+                assert dict(row) == {**original[i], "check_type": patterns[i % len(patterns)][position]}
+    command.upgrade(config, "head")
+    command.check(config)
+    engine.dispose()

backend/tests/test_research_integration.py

@@ -274,3 +274,58 @@ async def test_new_interfaces_require_login_and_same_origin(client):
             json=construction("none"),
         )
     ).status_code == 403
+
+
+@pytest.mark.parametrize("decision", ["approve", "deny", "tamper", "archive"])
+async def test_template_collection_single_confirmation(app, logged_in, fixed_input, decision):
+    from app.models import ResearchExperiment
+    from tests.test_research_workspace import expansion
+
+    await setup(app)
+    await configure(app, logged_in)
+    body = expansion(fixed_input["id"])
+    body["template"]["expression"] = "rank({field}) + {offset}"
+    body["template"]["variables"]["offset"] = {"kind": "integer", "values": list(range(20))}
+    response = await logged_in.post("/api/v1/research/experiments", json=body)
+    assert response.status_code == 201, response.text
+    experiment = response.json()
+    assert len(experiment["candidates"]) == 40
+    app.state.ai.model_factory = single_tool_factory("start_template_backtest", {
+        "experiment_id": experiment["id"],
+        "candidate_ids": [c["client_item_id"] for c in experiment["candidates"]],
+        "idempotency_key": "template-confirm",
+    })
+    conversation = (await logged_in.post("/api/v1/ai/conversations")).json()["id"]
+    run = await ask(logged_in, conversation, "回测这个模板集合")
+    assert run["status"] == "waiting_approval", run
+    assert len(run["tools"]) == 1
+    approval = run["tools"][0]
+    preview = approval["preview"]["backtest"]
+    assert preview["total"] == 40 and len(preview["items"]) < 40
+    async with app.state.sessions.begin() as db:
+        assert await db.scalar(select(func.count()).select_from(BacktestRun)) == 0
+        assert await db.scalar(select(func.count()).select_from(BacktestPreview)) == 1
+        if decision == "tamper":
+            saved = await db.get(BacktestPreview, preview["preview_id"])
+            candidates = copy.deepcopy(saved.candidates)
+            candidates[-1]["expression"] = "rank(close)"
+            saved.candidates = candidates
+        elif decision == "archive":
+            saved = await db.get(ResearchExperiment, experiment["id"])
+            saved.archived = True
+    for _ in range(2):
+        result = await logged_in.post(f"/api/v1/ai/approvals/{approval['id']}/decision",
+                                     json={"approved": decision != "deny"})
+        assert result.status_code == 200, result.text
+    async with app.state.sessions() as db:
+        runs = (await db.scalars(select(BacktestRun))).all()
+        assert len(runs) == (1 if decision == "approve" else 0)
+        assert await db.scalar(select(func.count()).select_from(BacktestPreview)) == 1
+        if runs:
+            assert runs[0].preview_id == preview["preview_id"]
+            assert runs[0].source["kind"] == "template"
+            assert runs[0].source["research_id"] == experiment["id"]
+            assert runs[0].ai_context["conversation_id"] == conversation
+            assert runs[0].ai_context["ai_run_id"] == run["id"]
+            saved = await db.get(BacktestPreview, runs[0].preview_id)
+            assert len(saved.candidates) == 40

backend/tests/test_research_workspace.py

@@ -8,7 +8,7 @@ from app.catalog.research_metadata import ResearchMetadata
 from app.models import BacktestRun, CatalogResource, ResearchExperiment
 from app.research.expressions import analyze, expand
 from tests.conftest import alpha
-from tests.test_backtests import execute, setup, start
+from tests.test_backtests import execute, setup
 from tests.test_catalog import SCOPE, prepare, sync
 from tests.test_catalog import catalog as catalog_fixture
 
@@ -120,7 +120,7 @@ def test_bounded_sampling_and_repeated_placeholders():
         expand(expression, values, "all", 100)
 
 
-async def test_template_version_expansion_preview_and_backtest(app, logged_in, research_input):
+async def test_template_version_expansion_direct_backtest_and_idempotency(app, logged_in, research_input):
     saved = await logged_in.post("/api/v1/research/assets", json={"kind": "template", "content": template()})
     assert saved.status_code == 201, saved.text
     asset = saved.json()
@@ -130,7 +130,7 @@ async def test_template_version_expansion_preview_and_backtest(app, logged_in, r
     assert generated.status_code == 201, generated.text
     experiment = generated.json()
     assert len(experiment["candidates"]) == 2
-    assert all(c["validation"]["status"] == "valid" for c in experiment["candidates"])
+    assert all("validation" not in c for c in experiment["candidates"])
     modified = template()
     modified["expression"] = "-rank({field})"
     response = await logged_in.put(
@@ -147,10 +147,24 @@ async def test_template_version_expansion_preview_and_backtest(app, logged_in, r
         )
     ).status_code == 409
     platform, lane = await setup(app)
-    preview = await logged_in.post(f"/api/v1/research/experiments/{experiment['id']}/preview", json={})
+    from app.models import BacktestPreview
-    assert preview.status_code == 201, preview.text
+
-    assert not platform.posts
+    url = f"/api/v1/research/experiments/{experiment['id']}/backtest"
-    run = await start(logged_in, preview.json(), "research-stage-one")
+    request = {"candidate_ids": ["c2"], "idempotency_key": "template-confirmation"}
+    result = await logged_in.post(url, json=request)
+    assert result.status_code == 202, result.text
+    run = result.json()
+    assert run["total"] == 1
+    assert run["source"]["kind"] == "template"
+    assert run["source"]["input_snapshot_ids"] == [research_input["id"]]
+    retry = await logged_in.post(url, json=request)
+    assert retry.status_code == 202 and retry.json()["backtest_run_id"] == run["backtest_run_id"]
+    conflict = await logged_in.post(url, json={**request, "candidate_ids": ["c1"]})
+    assert conflict.status_code == 409
+    async with app.state.sessions() as db:
+        assert await db.scalar(select(func.count()).select_from(BacktestRun)) == 1
+        assert await db.scalar(select(func.count()).select_from(BacktestPreview)) == 1
+    assert lane.wake.is_set()
     await execute(app, lane, run["backtest_run_id"])
     results = (await logged_in.get(f"/api/v1/backtests/runs/{run['backtest_run_id']}/results")).json()
     aid = results["items"][0]["alpha_id"]
@@ -161,22 +175,34 @@ async def test_template_version_expansion_preview_and_backtest(app, logged_in, r
     assert old["backtest_run_ids"] == [run["backtest_run_id"]]
 
 
-async def test_invalid_fields_and_unknown_operators_never_start(app, logged_in, research_input):
+async def test_template_generation_does_not_require_field_operator_or_settings_evidence(app, logged_in, research_input):
+    from sqlalchemy import delete
+
+    async with app.state.sessions.begin() as db:
+        await db.execute(delete(CatalogResource))
     body = expansion(research_input["id"])
     body["template"]["variables"]["field"]["values"] = ["other_field"]
-    assert (await logged_in.post("/api/v1/research/experiments", json=body)).status_code == 422
+    body["template"]["expression"] = "made_up({field}) + vec_avg(TEST_FIN_001)"
-    async with app.state.sessions() as db:
-        assert await db.scalar(select(func.count()).select_from(ResearchExperiment)) == 0
-    body = expansion(research_input["id"])
-    body["template"]["expression"] = "made_up({field})"
     response = await logged_in.post("/api/v1/research/experiments", json=body)
     assert response.status_code == 201, response.text
-    eid = response.json()["id"]
+    experiment = response.json()
-    assert (await logged_in.post(f"/api/v1/research/experiments/{eid}/preview", json={})).status_code == 422
+    assert all("validation" not in c for c in experiment["candidates"])
+    assert not {"operators_snapshot", "settings_snapshot", "field_availability"} & experiment["evidence"].keys()
+    assert (await logged_in.post(f"/api/v1/research/experiments/{experiment['id']}/preview", json={})).status_code == 201
     async with app.state.sessions() as db:
         assert await db.scalar(select(func.count()).select_from(BacktestRun)) == 0
 
 
+@pytest.mark.parametrize("expression", ["rank({field}", "rank({field},,)", "x = {field}"])
+async def test_template_syntax_errors_reject_whole_collection(app, logged_in, research_input, expression):
+    body = expansion(research_input["id"])
+    body["template"]["expression"] = expression
+    response = await logged_in.post("/api/v1/research/experiments", json=body)
+    assert response.status_code == 422 and "语法错误" in response.text
+    async with app.state.sessions() as db:
+        assert await db.scalar(select(func.count()).select_from(ResearchExperiment)) == 0
+
+
 async def test_import_preview_conflict_and_explicit_commit(logged_in):
     legacy = {
         "name": "legacy",
@@ -367,7 +393,7 @@ def test_actual_cnhk_setting_choice_nesting_is_supported():
     )
 
 
-async def test_published_input_does_not_override_conflicting_field_evidence(app, logged_in, research_input):
+async def test_template_candidates_ignore_conflicting_field_evidence(app, logged_in, research_input):
     async with app.state.sessions.begin() as db:
         await ResearchMetadata(db).publish(
             "availability-fixture",
@@ -382,12 +408,11 @@ async def test_published_input_does_not_override_conflicting_field_evidence(app,
     experiment = (
         await logged_in.post("/api/v1/research/experiments", json=expansion(research_input["id"]))
     ).json()
-    assert experiment["candidates"][0]["validation"]["status"] == "needs_review"
+    assert all("validation" not in c for c in experiment["candidates"])
-    assert experiment["candidates"][1]["validation"]["status"] == "valid"
     denied = await logged_in.post(
         f"/api/v1/research/experiments/{experiment['id']}/preview", json={"candidate_ids": ["c1"]}
     )
-    assert denied.status_code == 422
+    assert denied.status_code == 201
     duplicate = await logged_in.post(
         f"/api/v1/research/experiments/{experiment['id']}/preview", json={"candidate_ids": ["c2", "c2"]}
     )
@@ -526,3 +551,131 @@ async def test_model_cannot_append_preparation_references_to_fixed_inputs(app, l
     assert response.status_code == 422 and "不能改变" in response.text
     async with app.state.sessions() as db:
         assert not await db.scalar(select(ResearchAsset).where(ResearchAsset.name == "untrusted"))
+
+
+async def test_template_definitions_bind_selected_fields_without_mutating_asset(logged_in, research_input):
+    content = template()
+    content["expression"] = "rank({field}) + rank({field})"
+    content["variables"]["field"] = {"kind": "field", "field_type": "MATRIX", "description": "横截面字段"}
+    saved = await logged_in.post("/api/v1/research/assets", json={"kind": "template", "content": content})
+    assert saved.status_code == 201, saved.text
+    asset = saved.json()
+    assert asset["content"]["variables"]["field"] == {
+        "kind": "field", "field_type": "MATRIX", "description": "横截面字段", "values": [],
+    }
+    body = expansion(research_input["id"], asset_id=asset["id"], version=1, mode="random", limit=2, seed=19)
+    body.pop("template")
+    first = await logged_in.post("/api/v1/research/experiments", json=body)
+    second = await logged_in.post("/api/v1/research/experiments", json=body)
+    assert first.status_code == second.status_code == 201, first.text
+    assert first.json()["candidates"] == second.json()["candidates"]
+    assert len(first.json()["candidates"]) == 2
+    for candidate in first.json()["candidates"]:
+        field = candidate["bindings"]["field"]
+        assert research_input["field_types"][field] == "MATRIX"
+        assert candidate["expression"] == f"rank({field}) + rank({field})"
+    stored = (await logged_in.get(f"/api/v1/research/assets/{asset['id']}")).json()
+    assert stored["content"] == asset["content"]
+
+
+async def test_empty_template_domains_fail_expansion_with_actionable_errors(logged_in, research_input):
+    body = expansion(research_input["id"])
+    body["template"]["variables"]["field"] = {"kind": "field", "field_type": "GROUP"}
+    response = await logged_in.post("/api/v1/research/experiments", json=body)
+    assert response.status_code == 422 and "没有匹配的 GROUP 字段" in response.text
+    body["template"]["expression"] = "ts_mean(TEST_FIN_001, {window})"
+    body["template"]["variables"] = {"window": {"kind": "integer", "description": "时间窗口"}}
+    response = await logged_in.post("/api/v1/research/experiments", json=body)
+    assert response.status_code == 422 and "变量 window 缺少候选取值" in response.text
+
+
+async def test_native_bot_creates_template_and_immutable_version(app, logged_in):
+    from fastapi import HTTPException
+
+    from app.ai.capabilities import ToolContext
+    from app.ai.tools import CAPABILITIES
+    from app.business import Business
+
+    async with app.state.sessions.begin() as db:
+        ctx = ToolContext(Business(db))
+        content = template()
+        content["variables"]["field"].pop("values")
+        created = await CAPABILITIES["create_research_template"].invoke(ctx, content)
+        content["description"] = "修订后的研究解释"
+        args = {"asset_id": created["id"], "version": 1, "content": content}
+        updated = await CAPABILITIES["create_research_template_version"].invoke(ctx, args)
+        assert updated["version"] == 2
+        with pytest.raises(HTTPException) as conflict:
+            await CAPABILITIES["create_research_template_version"].invoke(ctx, args)
+        assert conflict.value.status_code == 409
+    old = (await logged_in.get(f"/api/v1/research/assets/{created['id']}?version=1")).json()
+    assert old["content"]["description"] == "测试经济假设"
+
+
+@pytest.mark.parametrize("candidate_settings", [{"region": "EUR"}, {"universe": "TOP1000"}, {"delay": 0}])
+async def test_preparation_scope_must_still_match_candidate_settings(app, logged_in, research_input, candidate_settings):
+    body = expansion(research_input["id"])
+    body["input_ids"] = []
+    body["preparation_refs"] = [{"id": research_input["preparation_id"], "version": research_input["preparation_version"]}]
+    body["settings"].update(candidate_settings)
+    response = await logged_in.post("/api/v1/research/experiments", json=body)
+    assert response.status_code == 422 and "输入快照与研究范围不一致" in response.text
+    async with app.state.sessions() as db:
+        assert await db.scalar(select(func.count()).select_from(ResearchExperiment)) == 0
+
+
+async def test_template_contract_rejects_removed_scope(logged_in):
+    from app.research.workspace_contracts import TemplateSpec
+
+    content = template() | {"scope": SCOPE}
+    response = await logged_in.post("/api/v1/research/assets", json={"kind": "template", "content": content})
+    assert response.status_code == 422, response.text
+    assert "scope" in response.text
+    assert "scope" not in TemplateSpec.model_json_schema()["properties"]
+
+
+async def test_template_start_checks_selection_and_ignores_old_row_validation(app, logged_in, research_input):
+    from app.models import BacktestPreview
+
+    experiment = (await logged_in.post("/api/v1/research/experiments", json=expansion(research_input["id"]))).json()
+    async with app.state.sessions.begin() as db:
+        row = await db.get(ResearchExperiment, experiment["id"])
+        row.candidates = [{**c, "validation": {"status": "needs_review", "syntax": [], "types": [],
+                                              "availability": ["历史字段未核实"]}} for c in row.candidates]
+    await setup(app)
+    url = f"/api/v1/research/experiments/{experiment['id']}/backtest"
+    for ids in [[], ["unknown"], ["c1", "c1"]]:
+        response = await logged_in.post(url, json={"candidate_ids": ids, "idempotency_key": "confirm-old"})
+        assert response.status_code == 422, response.text
+    async with app.state.sessions() as db:
+        assert await db.scalar(select(func.count()).select_from(BacktestPreview)) == 0
+        assert await db.scalar(select(func.count()).select_from(BacktestRun)) == 0
+    response = await logged_in.post(url, json={"candidate_ids": ["c1", "c2"], "idempotency_key": "confirm-old"})
+    assert response.status_code == 202 and response.json()["total"] == 2
+    retry = await logged_in.post(url, json={"candidate_ids": ["c2", "c1"], "idempotency_key": "confirm-old"})
+    assert retry.status_code == 202 and retry.json()["backtest_run_id"] == response.json()["backtest_run_id"]
+
+
+@pytest.mark.parametrize("change", ["syntax", "scope", "archived", "disconnected"])
+async def test_template_start_rejects_unusable_collection_without_partial_writes(app, logged_in, research_input, change):
+    from app.models import Account, BacktestPreview
+
+    experiment = (await logged_in.post("/api/v1/research/experiments", json=expansion(research_input["id"]))).json()
+    async with app.state.sessions.begin() as db:
+        row = await db.get(ResearchExperiment, experiment["id"])
+        if change == "syntax":
+            row.candidates = [{**c, "expression": "rank("} for c in row.candidates]
+        elif change == "scope":
+            row.candidates = [{**c, "settings": {**c["settings"], "region": "EUR"}} for c in row.candidates]
+        elif change == "archived":
+            row.archived = True
+        else:
+            (await db.get(Account, 1)).connection_status = "disconnected"
+    app.state.runner.backtests.wake.clear()
+    response = await logged_in.post(f"/api/v1/research/experiments/{experiment['id']}/backtest",
+                                    json={"candidate_ids": ["c1"], "idempotency_key": "invalid"})
+    assert response.status_code == (422 if change in ("syntax", "scope") else 409), response.text
+    assert not app.state.runner.backtests.wake.is_set()
+    async with app.state.sessions() as db:
+        assert await db.scalar(select(func.count()).select_from(BacktestPreview)) == 0
+        assert await db.scalar(select(func.count()).select_from(BacktestRun)) == 0

backend/tests/test_superalpha.py

@@ -0,0 +1,210 @@
+"""SUPER public HTTP/MCP acceptance using isolated persistence and synthetic upstream."""
+import asyncio
+from copy import deepcopy
+
+import pytest
+from fastapi import HTTPException
+from sqlalchemy import func, select
+
+from app.backtests.contracts import Candidate
+from app.models import SimulationAttempt, SuperSelectionSnapshot
+from app.superalpha.evidence import parse_components
+from tests.test_backtests import PARAMS, candidate, execute, preview, setup, start
+from tests.test_mcp import credentials, invoke, mcp_app  # noqa: F401
+
+SETTINGS = PARAMS | {"selectionHandling": "POSITIVE", "selectionLimit": 100, "componentActivation": "IS"}
+
+
+def super_candidate(index=0, **changes):
+    return {"client_item_id": f"super-{index}", "alpha_type": "SUPER", "selection": f"turnover < {0.1 + index / 10}", "combo": "alpha", "settings": SETTINGS} | changes
+
+
+def plan(**changes):
+    return {"name": "Super 研究", "hypothesis": "降低组件换手", "selection": "turnover < {threshold}", "combo": "alpha", "variables": {"threshold": {"kind": "number", "values": [0.1, 0.2]}}, "settings": SETTINGS, "include_baseline": True} | changes
+
+
+async def test_plan_selection_build_versions_and_generic_run(app, logged_in):
+    platform, lane = await setup(app)
+    body = {"plan": plan(), "idempotency_key": "save1"}
+    saved = (await logged_in.post("/api/v1/superalpha/plans", json=body)).json()
+    assert saved["version"] == 1, saved
+    assert (await logged_in.post("/api/v1/superalpha/plans", json=body)).json() == saved
+    selection = {"selection": "turnover < 0.1", "settings": SETTINGS, "plan_id": saved["id"], "version": 1}
+    job = (await logged_in.post("/api/v1/superalpha/selections", json=selection)).json()
+    assert (await logged_in.post("/api/v1/superalpha/selections", json=selection)).json()["job_id"] == job["job_id"]
+    await app.state.runner.run_next()
+    snap = (await logged_in.get(f"/api/v1/superalpha/selections?job_id={job['job_id']}&limit=1")).json()
+    assert snap["complete"] and snap["has_more"] and snap["total"] == 2, snap
+    assert len(platform.selection_reads) == 1 and not platform.posts
+    assert set(platform.selection_reads[0]) == {"selection", "instrumentType", "region", "delay", "selectionLimit", "selectionHandling"}
+    build = {"plan_id": saved["id"], "version": 1, "selection_snapshot_ids": [snap["snapshot_id"]], "idempotency_key": "build1"}
+    exp = (await logged_in.post("/api/v1/superalpha/candidates", json=build)).json()
+    assert exp["total"] == 4, exp
+    assert (await logged_in.post("/api/v1/superalpha/candidates", json=build)).json() == exp
+    # A subset keeps the original experiment's evidence without claiming it applies to every candidate.
+    p = await logged_in.post(f"/api/v1/superalpha/experiments/{exp['id']}/preview", json={"candidate_ids": ["super-2", "super-2-baseline"]})
+    assert p.status_code == 200, p.text
+    assert p.json()["batch_count"] == 2 and not platform.posts
+    rid = (await start(logged_in, p.json()))["backtest_run_id"]
+    await execute(app, lane, rid)
+    result = (await logged_in.get(f"/api/v1/backtests/runs/{rid}/results")).json()
+    assert all(i["persistence_status"] == "saved" and i["alpha_type"] == "SUPER" for i in result["items"]), result
+    assert len(platform.posts) == 2 and all(len(p) == 1 for p in platform.posts)
+    item = result["items"][0]
+    actual = (await logged_in.get(f"/api/v1/backtests/items/{item['id']}/artifact?kind=components")).json()
+    assert actual["complete"] and actual["source"] == "actual" and actual["snapshot_id"] != snap["snapshot_id"]
+    assert actual["component_hash"] == snap["component_hash"]
+    alpha = (await logged_in.get(f"/api/v1/superalpha/alphas/{item['alpha_id']}")).json()
+    assert alpha["descriptions"]["combo"] == "Combo rationale"
+    assert alpha["sources"]["items"][0]["source"]["superalpha_plan_version"] == 1
+    changed = body | {"plan": plan(name="修订"), "plan_id": saved["id"], "version": 1, "idempotency_key": "save2"}
+    assert (await logged_in.post("/api/v1/superalpha/plans", json=changed)).json()["version"] == 2
+    assert (await logged_in.post("/api/v1/superalpha/plans", json=changed | {"idempotency_key": "save3"})).status_code == 409
+    assert (await logged_in.delete(f"/api/v1/superalpha/plans/{saved['id']}?version=2")).status_code == 200
+    assert (await logged_in.get(f"/api/v1/superalpha/plans/{saved['id']}?version=1")).json()["content"]["name"] == "Super 研究"
+    rows = (await logged_in.get(f"/api/v1/superalpha/experiments/{exp['id']}/results")).json()
+    assert rows["total"] == 2 and rows["items"][0]["pnl_fetched_at"] is None
+    async with app.state.sessions() as db:
+        assert await db.scalar(select(func.count()).select_from(SuperSelectionSnapshot)) == 3
+
+
+async def test_mixed_run_isolation_facets_export_and_strict_match(app, logged_in):
+    platform, lane = await setup(app)
+    p = await preview(logged_in, [candidate(0), candidate(1), super_candidate(), super_candidate(1)])
+    assert p["batch_count"] == 3
+    rid = (await start(logged_in, p))["backtest_run_id"]
+    await execute(app, lane, rid)
+    assert len(platform.posts) == 3
+    results = (await logged_in.get(f"/api/v1/backtests/runs/{rid}/results")).json()["items"]
+    assert all(i["persistence_status"] == "saved" for i in results), results
+    for scope, kind in (("super", "SUPER"), ("non_super", "REGULAR")):
+        page = (await logged_in.get(f"/api/v1/alphas?management_scope={scope}")).json()
+        assert page["total"] == 2 and all(i["alpha_type"] == kind for i in page["items"])
+        facets = (await logged_in.get(f"/api/v1/alphas/facets?management_scope={scope}")).json()
+        assert facets["alpha_type"] == [kind], facets
+        export = await logged_in.get(f"/api/v1/alphas/export?management_scope={scope}")
+        assert export.status_code == 200
+        assert all(i["alpha_id"] in export.text for i in results if i["alpha_type"] == kind)
+        assert all(i["alpha_id"] not in export.text for i in results if i["alpha_type"] != kind)
+    rid2 = (await start(logged_in, await preview(logged_in, [super_candidate(9)]), "mismatch"))["backtest_run_id"]
+    async with app.state.sessions() as db:
+        aid = await db.scalar(select(SimulationAttempt.id).where(SimulationAttempt.run_id == rid2))
+    await lane.step(aid)
+    next(reversed(platform.alphas.values()))["combo"]["code"] = "WRONG"
+    await lane.step(aid)
+    row = (await logged_in.get(f"/api/v1/backtests/runs/{rid2}/results")).json()["items"][0]
+    assert row["persistence_status"] != "saved"
+    assert (await logged_in.get("/api/v1/backtests/runs?alpha_type=SUPER")).json()["total"] == 2
+
+
+@pytest.mark.parametrize("reject", ["unknown", "missing_location", "rate"])
+async def test_super_reliability_no_unknown_resubmission(app, logged_in, reject):
+    platform, lane = await setup(app)
+    platform.reject = reject
+    rid = (await start(logged_in, await preview(logged_in, [super_candidate()])))["backtest_run_id"]
+    async with app.state.sessions() as db:
+        aid = await db.scalar(select(SimulationAttempt.id).where(SimulationAttempt.run_id == rid))
+    for _ in range(app.state.settings.retry_attempts + 1):
+        await lane.step(aid)
+        await asyncio.sleep(0.02)
+    if reject == "rate":
+        assert len(platform.posts) == app.state.settings.retry_attempts
+    else:
+        await lane.start()
+        await lane.stop()
+        await logged_in.post(f"/api/v1/backtests/runs/{rid}/control", json={"action": "recover", "version": 1})
+        await lane.step(aid)
+        assert len(platform.posts) == 1
+
+
+async def test_unknown_components_and_recovery(app, logged_in):
+    platform, lane = await setup(app)
+    platform.actual_components = None
+    platform.detail_fail = True
+    rid = (await start(logged_in, await preview(logged_in, [super_candidate()])))["backtest_run_id"]
+    ids = await execute(app, lane, rid)
+    platform.detail_fail = False
+    await logged_in.post(f"/api/v1/backtests/runs/{rid}/control", json={"action": "recover", "version": 1})
+    await lane.step(ids[0])
+    item = (await logged_in.get(f"/api/v1/backtests/runs/{rid}/results")).json()["items"][0]
+    assert item["persistence_status"] == "saved" and len(platform.posts) == 1
+    components = (await logged_in.get(f"/api/v1/backtests/items/{item['id']}/artifact?kind=components")).json()
+    assert components["complete"] is False and components["component_hash"] is None
+
+
+async def test_sampling_validation_and_component_evidence(app, logged_in):
+    await setup(app)
+    for invalid in (super_candidate(selection=" "), super_candidate(combo=""), super_candidate(expression="close"), super_candidate(settings=PARAMS)):
+        with pytest.raises(ValueError):
+            Candidate.model_validate(invalid)
+    assert (await logged_in.get("/api/v1/superalpha/selections")).status_code == 422
+    assert parse_components({"count": 0, "results": []})["complete"]
+    for raw in (["a"], {"count": 2, "results": ["a"]}, {"count": 2, "results": ["a", "a"]}, {"count": 1, "results": ["a"], "next": "next"}):
+        assert not parse_components(raw)["complete"]
+    complete = parse_components({"count": 1, "results": ["a"], "warnings": ["synthetic warning"]})
+    assert complete["complete"] and complete["warnings"] == ["synthetic warning"]
+    args = {"plan": plan(variables={"threshold": {"kind": "number", "values": list(range(100))}}), "mode": "random", "limit": 5, "seed": 42, "idempotency_key": "random1"}
+    a = (await logged_in.post("/api/v1/superalpha/candidates", json=args)).json()
+    b = (await logged_in.post("/api/v1/superalpha/candidates", json=args | {"idempotency_key": "random2"})).json()
+    assert a["candidates"] == b["candidates"] and a["total"] == 10
+    bad = deepcopy(args)
+    bad["plan"]["setting_variants"] = {"selectionLimit": [0]}
+    assert (await logged_in.post("/api/v1/superalpha/candidates", json=bad)).status_code == 422
+
+
+async def test_mcp_interop_permissions_inline_and_sources(mcp_app):  # noqa: F811
+    app = mcp_app
+    principal, _ = await credentials(app, {"research:read", "research:write", "research:refresh", "backtests:execute"})
+    saved = await invoke(app, principal, "save_superalpha_plan", {"plan": plan(), "idempotency_key": "mcp-plan"})
+    built = await invoke(app, principal, "build_superalpha_candidates", {"plan_id": saved["id"], "version": 1, "idempotency_key": "mcp-build"})
+    assert not built["starts_backtests"] and built["total"] == 4
+    assert (await invoke(app, principal, "get_superalpha_plan", {"experiment_id": built["id"], "limit": 1}))["has_more"]
+    submit = {"name": "MCP SUPER", "candidates": built["candidates"][:1], "source": {"research_id": built["id"], "superalpha_plan_id": saved["id"], "superalpha_plan_version": 1}, "duplicate_policy": "rerun", "idempotency_key": "mcp-run"}
+    result = await invoke(app, principal, "submit_backtests", submit)
+    assert result == await invoke(app, principal, "submit_backtests", submit)
+    rid = result["backtest_run_id"]
+    await execute(app, app.state.runner.backtests, rid)
+    results = await invoke(app, principal, "get_backtest_results", {"run_id": rid})
+    item = results["items"][0]
+    assert item["persistence_status"] == "saved", results
+    alpha = await invoke(app, principal, "get_superalpha", {"alpha_id": item["alpha_id"]})
+    assert alpha["alpha_type"] == "SUPER" and "#superalphas?" in alpha["web_url"]
+    forged = deepcopy(submit)
+    forged["idempotency_key"] = "forged"
+    forged["candidates"][0]["combo"] = "WRONG"
+    assert (await app.state.mcp.invoke(principal, "submit_backtests", forged)).is_error
+    direct = submit | {"source": {}, "candidates": [super_candidate(9)], "idempotency_key": "direct"}
+    assert (await invoke(app, principal, "submit_backtests", direct))["source"]["superalpha_plan_id"] is None
+    readonly, _ = await credentials(app, {"research:read"})
+    with pytest.raises(HTTPException) as exc:
+        await app.state.mcp.invoke(readonly, "save_superalpha_plan", {"plan": plan(), "idempotency_key": "denied"})
+    assert exc.value.status_code == 403
+
+
+async def test_metadata_stage_constraints_selection_recovery_and_cancel(app, logged_in):
+    from app.catalog.research_metadata import ResearchMetadata
+    from app.models import Job
+    from app.superalpha.jobs import run_selection
+    platform, _ = await setup(app)
+    async with app.state.sessions.begin() as db:
+        await ResearchMetadata(db).publish("settings", "settings", {"items": [{"instrument_type": "EQUITY", "region": "USA", "delay": 1, "universe": "TOP3000", "neutralizations": ["INDUSTRY"], "fields": {"selectionLimit": {"maximum": 50}}}]})
+        await ResearchMetadata(db).publish("operators", "operators", {"items": [
+            {"name": "combo_a", "category": "Combo", "scope": ["COMBO"]},
+            {"name": "not_combo", "category": "Other", "scope": ["UNKNOWN_COMBO"]},
+            {"name": "unspecified", "category": "Other", "scope": None}]})
+    assert (await logged_in.post("/api/v1/superalpha/plans", json={"plan": plan(), "idempotency_key": "bad-settings"})).status_code == 422
+    p = await logged_in.post("/api/v1/backtests/previews", json={"inline": {"name": "bad", "candidates": [super_candidate()]}})
+    assert p.status_code == 422
+    assert [o["name"] for o in (await logged_in.get("/api/v1/catalog/operators?stage=COMBO")).json()["items"]] == ["combo_a"]
+    payload = {"selection": "turnover", "settings": SETTINGS | {"selectionLimit": 50}}
+    job = (await logged_in.post("/api/v1/superalpha/selections", json=payload)).json()
+    await app.state.runner.run_next()
+    await run_selection(app.state.runner, job["job_id"], payload)  # Restart after commit preserves evidence.
+    assert len(platform.selection_reads) == 1
+    cancelled = (await logged_in.post("/api/v1/superalpha/selections", json=payload)).json()
+    async with app.state.sessions.begin() as db:
+        (await db.get(Job, cancelled["job_id"])).cancel_requested = True
+    await app.state.runner.run_next()
+    async with app.state.sessions() as db:
+        assert (await db.get(Job, cancelled["job_id"])).status == "cancelled"
+        assert await db.scalar(select(func.count()).select_from(SuperSelectionSnapshot)) == 1

backend/tests/test_template_scope_migration.py

@@ -0,0 +1,87 @@
+"""Retire template scope once in storage, without a runtime compatibility path."""
+
+from pathlib import Path
+
+import sqlalchemy as sa
+from alembic import command
+from alembic.config import Config
+from cryptography.fernet import Fernet
+from sqlalchemy.orm import Session
+
+from app.models import (
+    Account,
+    ResearchAsset,
+    ResearchExperiment,
+    ResearchFlowRun,
+    ResearchRequest,
+    ResearchRevision,
+    ResearchStepRun,
+)
+from app.research.workspace_contracts import FeatureSpec, TemplateSpec
+
+
+def test_remove_template_scope_preserves_execution_scopes_and_all_versions(tmp_path, monkeypatch):
+    database = tmp_path / "template-scopes.db"
+    monkeypatch.setenv("DATABASE_URL", f"sqlite+aiosqlite:///{database}")
+    monkeypatch.setenv("ADMIN_PASSWORD", "migration-test-only")
+    monkeypatch.setenv("ENCRYPTION_KEY", Fernet.generate_key().decode())
+    monkeypatch.setenv("WQ_EMAIL", "")
+    monkeypatch.setenv("WQ_PASSWORD", "")
+    root = Path(__file__).resolve().parents[1]
+    config = Config(str(root / "alembic.ini"))
+    config.set_main_option("script_location", str(root / "migrations"))
+    command.upgrade(config, "0022")
+    engine = sa.create_engine(f"sqlite:///{database}")
+    scope = {"instrument_type": "EQUITY", "region": "EUR", "universe": "TOP2500", "delay": 1}
+    clean = {"name": "template", "expression": "rank({scope})", "description": "scope is also a variable name",
+             "variables": {"scope": {"kind": "field", "field_type": "MATRIX", "values": []}}}
+    old = {**clean, "scope": scope}
+    feature = {"name": "feature", "hypothesis": "test", "template": old}
+    clean_feature = {**feature, "template": clean}
+    payload = {"template": {"id": "a", "version": 1, "content": old}, "feature": {"content": feature},
+               "inputs": [{"scope": scope, "field_ids": ["close"]}], "scope": scope,
+               "bindings": {"scope": "close"}, "items": [old, None, "unchanged"]}
+    expected = {**payload, "template": {**payload["template"], "content": clean},
+                "feature": {"content": clean_feature}, "items": [clean, None, "unchanged"]}
+    with Session(engine) as db, db.begin():
+        db.add(Account(id=1))
+        db.add_all([ResearchAsset(id="a", kind="template", name="template", version=501),
+                    ResearchAsset(id="b", kind="feature", name="feature", version=2)])
+        db.flush()
+        db.add_all([ResearchRevision(asset_id="a", version=i, content={**old, "scope": scope if i % 2 else None},
+                                    provenance=payload) for i in range(1, 502)])
+        db.add_all([ResearchRevision(asset_id="b", version=i, content=feature, provenance=payload) for i in (1, 2)])
+        db.add(ResearchExperiment(id="experiment", name="test", kind="template", hypothesis="test",
+                                  inputs=payload["inputs"], parents=[payload], candidates=[{"settings": scope}], evidence=payload))
+        db.add(ResearchFlowRun(id="flow", request_id="request", name="test", definition=payload, authorization=payload))
+        db.flush()
+        db.add(ResearchStepRun(id="step", run_id="flow", node_id="expand", round=1, output=payload))
+        db.add(ResearchRequest(id="request", account_id=1, operation="create_research_template",
+                               idempotency_key="key", digest="a" * 64, business_id="a", response=payload))
+    # Include every stored column in the comparison, not just the removed key.
+    tables = {name: sa.Table(name, sa.MetaData(), autoload_with=engine) for name in (
+        "research_revisions", "research_experiments", "research_flow_runs", "research_step_runs", "research_requests",
+    )}
+    def snapshots():
+        with engine.connect() as db:
+            return {name: [dict(row) for row in db.execute(sa.select(table).order_by(*table.primary_key.columns)).mappings()]
+                    for name, table in tables.items()}
+    before = snapshots()
+    wanted = {name: [dict(row) for row in rows] for name, rows in before.items()}
+    for row in wanted["research_revisions"]:
+        row.update(content=clean if row["asset_id"] == "a" else clean_feature, provenance=expected)
+    wanted["research_experiments"][0].update(evidence=expected, parents=[expected])
+    wanted["research_flow_runs"][0].update(definition=expected, authorization=expected)
+    wanted["research_step_runs"][0].update(output=expected)
+    wanted["research_requests"][0].update(response=expected)
+    command.upgrade(config, "head")
+    assert snapshots() == wanted
+    for row in wanted["research_revisions"]:
+        (TemplateSpec if row["asset_id"] == "a" else FeatureSpec).model_validate(row["content"])
+    # Downgrade does not invent the deleted metadata; re-upgrade is idempotent.
+    command.downgrade(config, "0022")
+    assert snapshots() == wanted
+    command.upgrade(config, "head")
+    assert snapshots() == wanted
+    command.check(config)
+    engine.dispose()

compose.production.yaml

@@ -1,6 +1,17 @@
 # Independent production configuration; do not merge with compose.yaml.
 name: wq-alpha-production
 
+x-observability-labels: &observability-labels
+  observability.logs: "true"
+  observability.project: "wq-alpha"
+  observability.env: "production"
+
+x-container-logging: &container-logging
+  driver: json-file
+  options:
+    max-size: "20m"
+    max-file: "5"
+
 x-backend: &backend
   image: wq-alpha-production-backend:${DEPLOY_TAG:-local}
   build:
@@ -21,13 +32,15 @@ x-backend: &backend
     AI_OUTPUT_TOKENS: ${AI_OUTPUT_TOKENS:-4096}
     AI_TIMEOUT: ${AI_TIMEOUT:-180}
     WQ_BASE_URL: ${WQ_BASE_URL:-https://api.worldquantbrain.com}
-  networks:
+  # Reach the remote PostgreSQL endpoint through the default network's egress.
-    - default
-    - database
 
 services:
   backend:
     <<: *backend
+    labels:
+      <<: *observability-labels
+      observability.service: "backend"
+    logging: *container-logging
     # Migration is run separately with all application writers stopped.
     command: [uvicorn, 'app.main:create_app', --factory, --host, 0.0.0.0, --port, '8000', --workers, '1', --proxy-headers]
     healthcheck:
@@ -40,10 +53,18 @@ services:
     restart: unless-stopped
   migrate:
     <<: *backend
+    labels:
+      <<: *observability-labels
+      observability.service: "migrate"
+    logging: *container-logging
     profiles: [jobs]
     command: [alembic, upgrade, head]
     restart: 'no'
   web:
+    labels:
+      <<: *observability-labels
+      observability.service: "web"
+    logging: *container-logging
     image: wq-alpha-production-web:${DEPLOY_TAG:-local}
     build:
       context: .
@@ -66,10 +87,6 @@ services:
       start_period: 10s
     restart: unless-stopped
 
-networks:
-  database:
-    external: true
-    name: ${DATABASE_NETWORK:?Set the existing PostgreSQL Docker network}
 volumes:
   caddy_data:
   caddy_config:

docs/deployment-gitea.md

@@ -1,6 +1,8 @@
 # Gitea 生产部署
 
-本方案在目标 Linux 服务器上由已有 Gitea Runner 构建并启动 Docker Compose，复用已有 PostgreSQL。入口绑定 `127.0.0.1:8112`，由宿主机反向代理提供公网 HTTPS。现有 `compose.yaml`、`compose.public.yaml` 保持独立，不与生产文件叠加。
+本方案使用两台服务器：A 服务器托管 Gitea 和项目仓库；B 服务器运行 `tencent-prod-runner`，拉取 A 上的 `prod` 分支代码，在 B 上构建镜像并启动 Docker Compose。工作流通过标签 `tencent-prod` 选择该运行器。
+
+PostgreSQL 位于独立数据库服务器或云数据库，B 上的应用通过 `DATABASE_URL` 访问它，不依赖同机数据库容器或外部 Docker 网络。应用入口绑定 **B 服务器**的 `127.0.0.1:8112`，由 B 的宿主机反向代理提供公网 HTTPS。现有 `compose.yaml`、`compose.public.yaml` 保持独立，不与生产文件叠加。
 
 ## 1. 填写配置和数据库账号密码
 
@@ -8,22 +10,23 @@
 
 | 位置 | 名称 | 填写内容 |
 | --- | --- | --- |
-| Secrets（必填） | `DATABASE_URL` | `postgresql+asyncpg://数据库账号:数据库密码@数据库网络别名:5432/数据库名` |
+| Secrets（必填） | `DATABASE_URL` | `postgresql+asyncpg://数据库账号:数据库密码@远程数据库域名或IP:端口/数据库名`，地址须能从 B 的应用容器访问 |
 | Secrets（必填） | `ADMIN_PASSWORD` | 系统初始管理员密码，至少 12 字符，与数据库密码独立 |
 | Secrets（必填） | `ENCRYPTION_KEY` | 下面命令生成的 Fernet 密钥，升级保持不变 |
 | Secrets（必填） | `WQ_EMAIL` | WorldQuant 登录邮箱 |
 | Secrets（必填） | `WQ_PASSWORD` | WorldQuant 登录密码，按原样填写，不加引号 |
-| Variables（必填） | `DATABASE_NETWORK` | PostgreSQL 所在的现有 Docker 网络，例如 `1panel-network` |
 | Variables（必填） | `PUBLIC_ORIGIN` | 实际 HTTPS 来源，例如 `https://alpha.your-domain.com`，不带路径或末尾 `/` |
 | Variables（可选） | `ADMIN_USERNAME` | 初始管理员账号，默认 `admin` |
 | Variables（可选） | `MCP_ENABLED` | 设置 `true` 启用 MCP；未配置时默认关闭 |
 
-端口与 AI 限制使用 `compose.production.yaml` 的默认值，不需要在 Gitea 配置：`WEB_PORT=8112`、`AI_REQUEST_LIMIT=12`、`AI_TOOL_LIMIT=12`、`AI_OUTPUT_TOKENS=4096`、`AI_TIMEOUT=180`。需要调整时修改 Compose 中对应默认值；工作流不再读取这些同名 Gitea Variables。
+端口与 AI 限制使用 `compose.production.yaml` 的默认值，不需要在 Gitea 配置：`WEB_PORT=8112`、`AI_REQUEST_LIMIT=12`、`AI_TOOL_LIMIT=12`、`AI_OUTPUT_TOKENS=4096`、`AI_TIMEOUT=180`。需要调整时修改 Compose 中对应默认值；工作流不再读取这些同名 Gitea Variables。原有 `DATABASE_NETWORK` 不再使用，无需在 B 上创建同名外部网络。
+
+已配置的 `PROD_SSH_KEY`、`PROD_HOST`、`PROD_PORT`、`PROD_USER`、`PROD_KNOWN_HOSTS` 可以继续保留供远程运维使用。本流程由 B 的 Runner 直接部署，不读取这些 SSH Secrets；镜像在 B 本机构建和使用，也不读取 `REGISTRY_USERNAME`、`REGISTRY_PASSWORD`。
 
 数据库连接串示例（实际填写时替换示例值）：
 
 ```text
-postgresql+asyncpg://wq_user:YOUR_PASSWORD@postgresql:5432/wq_alpha
+postgresql+asyncpg://wq_user:YOUR_PASSWORD@db.example.com:5432/wq_alpha
 ```
 
 生成加密密钥：
@@ -34,7 +37,9 @@ python3 -c 'import base64,secrets; print(base64.urlsafe_b64encode(secrets.token_
 
 `DATABASE_URL` 的用户名和密码中的特殊字符须做 URL 百分号编码，例如 `@` → `%40`、`#` → `%23`、`/` → `%2F`、`%` → `%25`。在 Gitea 输入框填写值本身，不添加包裹引号，不填写 `DATABASE_URL=` 前缀。管理员密码中的 `$`、引号等按原样填写，由环境变量传递，无需 shell 转义。不要在日志打印变量，或开启 `set -x`。
 
-在现有 PostgreSQL 管理界面先创建专用数据库与账号，账号须可连接并拥有该库中应用 schema 的建表和迁移权限。确认网络存在、数据库别名可解析、PostgreSQL 允许该 Docker 网络访问。应用使用异步驱动 `asyncpg`；远程数据库或强制 TLS 的实例需另外按该实例的 TLS 配置调整连接参数，此模板默认同机 Docker 网络。
+在远程 PostgreSQL 管理界面先创建专用数据库与账号，账号须可连接并拥有该库中应用 schema 的建表和迁移权限。数据库安全组、白名单或防火墙须允许 B 的实际出口地址访问数据库端口，且 B 的应用容器须能解析并访问数据库地址；使用私网地址时先确保 B 与数据库的私网路由连通。不要在连接串中沿用只在 A 上可解析的数据库容器名，也不要使用 `localhost` 或 `127.0.0.1` 指向远程数据库。
+
+应用使用异步驱动 `asyncpg`；强制 TLS 或自定义 CA 的实例需按该实例要求配置兼容的连接参数及证书，不应直接假定其控制台提供的其他驱动连接串可用。部署脚本会在停止旧服务前，从 B 的后端容器进行真实数据库连接预检。
 
 如果从已有安装迁移数据，需恢复完整数据库并沿用原 `ENCRYPTION_KEY`；修改管理员环境变量不会重置已有管理员密码。
 
@@ -42,19 +47,27 @@ WorldQuant 凭据由环境变量管理，启动时加密写入数据库；页面
 
 ## 2. 配置 Gitea Runner
 
-沿用已成功部署 `zhixing-system` 的运行器标签 **`ubuntu-latest`**，无需注册新的 `wq-production` 运行器。该运行器的执行环境须能通过 Docker CLI/Compose 操作同一台 1Panel 服务器的 Docker daemon；可以复用现有 Docker 连接方式，不强制 host 模式。
+使用 B 服务器上已注册的 **`tencent-prod-runner`**，工作流的 `runs-on` 填写其标签 **`tencent-prod`**。只有 B 上用于生产部署的运行器应持有此标签。
+
+运行器的执行环境须通过 Docker CLI/Compose 操作 **B 宿主机的 Docker daemon**。可以沿用现有 host 或 Docker 执行模式：host 模式需要执行用户有权访问 B 的 Docker；容器模式需要部署步骤所在的作业容器能够访问 B 的 Docker socket（通常是 `/var/run/docker.sock`），且具有 Docker CLI/Compose。只给 Runner 管理容器挂载 socket 并不能证明作业容器内也可访问；不要将部署命令连接到 A 的远程 Docker 或临时 Docker-in-Docker 实例。
+
+Runner 注册的 Gitea 地址及仓库克隆地址必须能从 B 和作业执行环境访问，应使用 A 的实际域名或可达 IP；不能使用指向 A 本机的 `localhost`、`127.0.0.1` 或仅在 A 的 Docker 网络内可解析的容器名。
 
 执行环境需要 Git、Bash、Node.js 20（checkout v4）以及支持 `up --wait --wait-timeout` 的 Docker Compose。本流程不需要 `flock` 或预建 `/opt/wq-alpha`。服务器需能访问 checkout action、基础镜像仓库和依赖源。
 
-在仓库启用 Actions，`main` push 或手动运行会部署。Secrets 通过部署步骤的环境变量注入，`--env-file /dev/null` 防止误读开发 `.env`。构建可并行；构建完成后，以 Docker 唯一容器名 `wq-alpha-production-deploy-lock` 互斥保护预检、迁移和服务切换。锁容器不启动、不携带凭据，正常结束或失败时删除；竞争失败的任务不会删除其他任务的锁。
+在仓库启用 Actions，向 **`prod`** push 会部署；手动运行也须选择 **`prod`**，选择其他分支时本版工作流会跳过部署任务。Checkout 使用本次触发的提交，构建和迁移均在 B 的执行环境完成，无需 A 通过 SSH 再复制代码到 B。
+
+本次修改仅在 `prod` 分支。`main` 中的旧工作流仍配置为 `main` push → `ubuntu-latest`，不会随 `prod` 的修改自动停用；如需停用旧部署，须另行修改 `main` 的工作流。
+
+Secrets 仍在 A 的 Gitea 仓库设置中管理，通过部署步骤的环境变量注入 B 上的作业，`--env-file /dev/null` 防止误读开发 `.env`。构建可并行；构建完成后，以 B 的 Docker 唯一容器名 `wq-alpha-production-deploy-lock` 互斥保护预检、迁移和服务切换。锁容器不启动、不携带凭据，正常结束或失败时删除；竞争失败的任务不会删除其他任务的锁。
 
 如果 Runner 被强制终止或 Docker 断连，可能留下锁容器。先确认没有本项目部署正在执行，再手动运行 `docker rm wq-alpha-production-deploy-lock` 后重试。不要在部署进行时删除锁。
 
 ## 3. 配置反向代理并首次运行
 
-为 `PUBLIC_ORIGIN` 对应域名配置 HTTPS，转发至 **`http://127.0.0.1:8112`**（或你的 `WEB_PORT`）。代理须运行在宿主机网络中；独立 bridge 容器中的 `127.0.0.1` 不指向宿主机。若使用容器化 1Panel/OpenResty，先确认其网络模式。AI 流式响应需要关闭代理缓冲，并允许长连接/足够长的读取超时。
+将 `PUBLIC_ORIGIN` 对应域名解析到 **B 服务器**，在 B 配置 HTTPS 反向代理，转发至 **`http://127.0.0.1:8112`**（或你的 `WEB_PORT`）。此回环地址只对 B 本机有效；A 上的代理不能通过它访问 B。代理须运行在 B 的宿主机网络中；独立 bridge 容器中的 `127.0.0.1` 不指向宿主机。若使用容器化 1Panel/OpenResty，先确认其网络模式。AI 流式响应需要关闭代理缓冲，并允许长连接/足够长的读取超时。
 
-首次部署建议在 Gitea Actions 页面手动运行工作流。需要在服务器排障运行时，须先从安全渠道将上表必填配置注入当前进程环境，再执行：
+首次部署建议在 Gitea Actions 页面选择 **`prod`** 分支手动运行工作流，确认任务由 `tencent-prod-runner` 接收。需要在服务器排障运行时，在 **B 服务器的 `prod` 检出目录**中先从安全渠道将上表必填配置注入当前进程环境，再执行：
 
 ```bash
 bash scripts/deploy-production.sh
@@ -62,6 +75,8 @@ bash scripts/deploy-production.sh
 
 固定 Compose 项目名为 `wq-alpha-production`，后端保持一个实例、一个 worker。脚本先验证 Compose，构建按 Git 提交标记的镜像，再检查密钥格式和数据库连通性；随后停止 web/backend、执行一次性迁移、启动服务并等待健康检查。Web 健康检查同时覆盖页面和经 Caddy 转发的数据库健康接口。迁移或启动失败时非零退出并显示容器状态，不继续标记成功。
 
+从旧服务器切换时，若旧实例仍连接同一生产数据库，须在 B 上执行迁移前停止旧实例及其定时任务。脚本和部署锁只管理 B 上的容器，不会停止 A 上的旧应用，也不能协调两台服务器对同一数据库的迁移和写入。
+
 首次部署完成后，检查公网 `/api/v1/health`，再通过真实域名登录并确认页面、写请求和 Cookie 正常。容器健康通过不能替代 HTTPS、DNS 和真实 Gitea Runner 验收。
 
 ## 4. 升级、备份和失败处理
@@ -72,7 +87,7 @@ bash scripts/deploy-production.sh
 
 如旧代码与当前 schema 兼容，可检出旧提交并指定其镜像标签启动；否则先停止应用，使用经过验证的备份恢复数据库，再用原加密密钥和对应旧版本启动。数据库恢复会丢失备份后的写入，必须人工确认后执行。本配置没有自动数据库降级，也不承诺无停机升级。
 
-以下排查命令不依赖凭据环境变量（可能含业务信息的日志请勿公开）：
+以下排查命令在 **B 服务器**运行，不依赖凭据环境变量（可能含业务信息的日志请勿公开）：
 
 ```bash
 docker ps -a --filter label=com.docker.compose.project=wq-alpha-production
@@ -84,13 +99,13 @@ docker logs --tail=100 wq-alpha-production-web-1
 
 ## 配置依据
 
-采用 compound 经验 1 中的生产/开发隔离、显式外部网络、必填凭据、固定项目名、独立迁移和部署健康检查。未照搬旧项目端口、业务 Job 或卷权限初始化：本应用后端不写 named volume，已有镜像使用 UID 10001。
+生产/开发配置隔离，使用必填凭据、固定项目名、独立迁移和部署健康检查。生产服务使用 Compose 默认网络互通，并通过该网络访问远程 PostgreSQL；无需预建数据库 Docker 网络。本应用后端不写 named volume，已有镜像使用 UID 10001。
 
-凭据存放在 Gitea Secrets，通过步骤级环境变量交给 Compose，不落地到配置文件。Docker 容器仍需持有运行时配置，因此拥有 Runner 或 Docker 管理权限的人仍可能读取它们。若此前手动创建了旧 `.env.production`，新流程不再读取它；确认配置已迁移到 Gitea 并妥善备份密钥后可自行移除旧文件。相关官方资料：[Compose 外部网络](https://docs.docker.com/reference/compose-file/networks/)、[环境变量插值](https://docs.docker.com/compose/how-tos/environment-variables/variable-interpolation/)、[Gitea Runner 标签](https://gitea.com/gitea/runner/src/branch/main/README.md)。
+凭据存放在 Gitea Secrets，通过步骤级环境变量交给 Compose，不落地到配置文件。Docker 容器仍需持有运行时配置，因此拥有 Runner 或 Docker 管理权限的人仍可能读取它们。若此前手动创建了旧 `.env.production`，新流程不再读取它；确认配置已迁移到 Gitea 并妥善备份密钥后可自行移除旧文件。相关官方资料：[Compose 网络](https://docs.docker.com/compose/how-tos/networking/)、[环境变量插值](https://docs.docker.com/compose/how-tos/environment-variables/variable-interpolation/)、[Gitea Runner 2.x 标签](https://docs.gitea.com/runner/2/labels/)、[Gitea 分支上下文](https://docs.gitea.com/usage/actions/actions-variables/)。
 
 ## 5. 1Panel 夜间全量目录同步
 
-在 1Panel 的计划任务中建立 Shell 脚本任务，执行周期由 1Panel 设置，例如每天深夜执行。每次命令明确指定一个范围：
+在 **B 服务器**的 1Panel 计划任务中建立 Shell 脚本任务，执行周期由 1Panel 设置，例如每天深夜执行。每次命令明确指定一个范围：
 
 ```bash
 docker exec wq-alpha-production-backend-1 \

docs/mcp-research.md

@@ -54,7 +54,7 @@ python -m app.cli mcp-token-revoke TOKEN_ID
 | search_data_preparations | `{q?,scope_key?,limit?,offset?}`；查询可编辑集合及当前版本 |
 | get_data_preparation | `{id,version,q?,limit?,offset?}`；按版本分页预览字段与数据集归属，版本冲突重新选择 |
 | search_catalog | `{filters:{region,universe,delay,...},dataset_id?}`；省略 dataset_id 查数据集，提供则查字段 |
-| get_research_metadata | `{query:{kind,...}}`；kind 为 scopes/settings/operators/field_availability |
+| get_research_metadata | `{query:{kind,...}}`；kind 为 scopes/settings/operators/field_availability/superalpha |
 | refresh_research_data | `{query:{kind,...}}`；kind 为 catalog/operators/settings/field_availability/pnl |
 | get_submission_check | `{alpha_id}`；读取检查上下文、snapshot 和缓存结果，不发起检查 |
 | check_submission | `{alpha_id,snapshot,descriptions}`；写回已确认描述并异步检查，绝不正式提交；要求 research:refresh |
@@ -65,7 +65,7 @@ python -m app.cli mcp-token-revoke TOKEN_ID
 | submit_backtests | `{name,candidates,idempotency_key,preparation_refs?,duplicate_policy?,source?}` |
 | get_backtest | `{run_id,after?,event_limit?}`，after 为事件游标 |
 | get_backtest_results | `{run_id,item_ids?,limit?,offset?}` |
-| get_backtest_artifact | `{item_id,kind,limit?,offset?,date_from?,date_to?}`，kind 为 snapshot/pnl |
+| get_backtest_artifact | `{item_id,kind,limit?,offset?,date_from?,date_to?}`，kind 为 snapshot/pnl/components |
 | control_backtest | `{run_id,action,expected_version,idempotency_key}` |
 
 metadata 的 operators 支持 q/category 和分页；settings 支持分页；field_availability 要求 field_id 和 scope。refresh 的 catalog 要求 scope，可选 dataset_id；pnl 要求 alpha_ids；availability 与读取使用相同范围字段。目录和 PnL 刷新返回 job_id，查询不会隐式刷新；另外三种刷新最多等待 30 秒，成功只返回快照引用，完整内容用读取工具获取。失败不发布半成品。
@@ -192,3 +192,53 @@ MCP_TEST_DATABASE_URL=postgresql+asyncpg://USER:PASSWORD@127.0.0.1:PORT/wq_mcp_t
 该脚本执行迁移、并发提交/控制、重启重放、回退及重升级，不用于个人库或生产库。生产启用、真实平台兼容性、真实额度和客户端实际凭据配置仍需另行授权验证。本功能不会恢复任何定时研究。
 
 使用数据准备集合时，`preparation_refs` 为最多 20 个 `{id,version}`。提交时核对版本、范围和字段，固定独立快照并保存到回测来源；空集合或版本冲突不会创建运行。后续编辑或删除集合不影响回测。无需旧输入草稿接口。
+
+
+## Super Alpha 研究
+
+迁移 `0021` 增加回测项类型、Selection/Combo 和独立组件快照表。历史 REGULAR 回测保留原输入及结果；已有 SUPER 记录直接进入 **研究成果 → Super Alpha 管理**。原 Alpha 管理固定为非 SUPER，两个页面的列表、统计、筛选、导出、保存视图和列偏好区分类型，共用同一 Alpha 记录。
+
+**研究实验 → Super Alpha 研究** 支持方案版本、复制/归档、参数候选、设置候选、等权基线、Selection 预览和固定候选。候选勾选后进入通用回测预览及启动窗口。参数使用 `{name}`；变量不接受普通 Alpha 的 `field` 类型。全量展开默认上限 100，可调至 10000；随机模式使用固定种子。基线另列候选，包含基线后最多 10000 项。保存与构造不调用模型或启动回测。
+
+| 工具 | 权限与输入 |
+| --- | --- |
+| `search_superalpha_plans` | read；q/limit/offset |
+| `get_superalpha_plan` | read；plan_id/version 或 experiment_id/limit/offset |
+| `save_superalpha_plan` | write；plan/idempotency_key；更新同时提供 plan_id/version |
+| `preview_superalpha_selection` | refresh；展开后的 selection、完整 SUPER settings，可选 plan_id/version；立即返回 job_id |
+| `get_superalpha_selection` | read；snapshot_id 或 job_id，支持 q/limit/offset |
+| `build_superalpha_candidates` | write；plan_id/version 或内联 plan；mode、limit、seed、selection_snapshot_ids、idempotency_key |
+| `search_superalphas` | read；filters，服务端固定 SUPER 范围 |
+| `get_superalpha` | read；alpha_id，读取设置、指标、两个 Description、实际组件及研究来源 |
+
+权限名称分别为 `research:read`、`research:write`、`research:refresh`。`get_research_metadata({query:{kind:"superalpha"}})` 返回专属设置契约、文档属性和阶段信息；settings 查询可带 alpha_type，operators 可带 stage=SELECTION/COMBO。账户未返回的设置范围保持未知，文档属性不等于实时账户授权。
+
+外部模型自行构造方案后调用 save/build。构造返回 `candidates` 和 `submit_source`，分别传入 `submit_backtests.candidates` 和 `.source`；超过 100 项按构造记录分页读取，再按批次提交。每批使用独立幂等键，保留同一个 research_id。也可直接提交完整 SUPER 候选，不先保存方案：
+
+```json
+{
+  "name": "SUPER 等权对照",
+  "idempotency_key": "super-round-001",
+  "candidates": [{
+    "client_item_id": "equal-weight",
+    "alpha_type": "SUPER",
+    "selection": "turnover < 0.2",
+    "combo": "1",
+    "settings": {
+      "instrumentType": "EQUITY", "region": "USA", "universe": "TOP3000", "delay": 1,
+      "decay": 0, "neutralization": "INDUSTRY", "truncation": 0.08,
+      "pasteurization": "ON", "unitHandling": "VERIFY", "nanHandling": "OFF",
+      "language": "FASTEXPR", "visualization": false, "maxTrade": "OFF", "maxPosition": "OFF",
+      "selectionHandling": "POSITIVE", "selectionLimit": 100, "componentActivation": "IS"
+    }
+  }]
+}
+```
+
+这只是输入形态示例，地区和参数须依据实际元数据选择。回测沿用 `submit_backtests`、`get_backtest`、`get_backtest_results`、`get_backtest_artifact` 和 `control_backtest`。SUPER 每项单独 POST，共用账户并发及恢复机制；REGULAR 继续批量方式。提交回执未知时不会自动重发。`search_backtests` 可按 alpha_type、research_id 筛选；精确匹配覆盖类型、Selection、Combo 和完整设置。
+
+Selection 预览在通用后台任务中执行，进度用 `get_refresh_job` 查询，组件用 `get_superalpha_selection` 分页读取。预览请求遵循现有平台资料的六个查询字段：selection/instrumentType/region/delay/selectionLimit/selectionHandling。Universe 和 Combo 不会被假装应用到该只读查询；完整设置仍保存在观察记录中。
+
+预览和实际组件分开存储。`get_backtest_artifact(kind="components")` 仅返回当次实际组件证据；平台未提供完整成员列表时，complete=false、component_hash=null。未核实列表不能作为同池证据，即使预览曾返回完整组件。请求指纹覆盖实际模拟的完整输入，组件指纹覆盖排序后的完整 ID 集合；时间和来源单独记录。指标取当次固定快照，PnL 为单独采集的缓存，以 fetched_at 为准。
+
+验证入口：`uv run pytest -q tests/test_superalpha.py`、前端 `pnpm exec playwright test tests/superalpha.spec.ts`。专用本地 PostgreSQL 可执行 `SUPER_TEST_DATABASE_URL=.../wq_superalpha_test uv run python -m tests.superalpha_postgres`，验证迁移、历史记录兼容、完整闭环及并发保存幂等。脚本拒绝其他数据库名称或非本机地址。所有自动化验收均使用模拟平台；真实 SUPER 模拟须另行授权。

docs/worldquant-knowledge-base/01-alpha-ideas/data-template-cards.md

@@ -43,3 +43,17 @@ SUE 类方向的可迁移问题是“盈利变化相对于自身历史波动是
 dateCoverage 只是一项元数据，不告诉你缺失发生在哪几年，也不完整表达横截面质量；VECTOR 非空容器也可能没有有效元素。不要把社区的 40%/60%/80% 建议阈值当官方规则。检查逐年、逐区覆盖及事件时点，比固定门槛更重要。
 
 来源：[【平台新功能】字段新特征：datecoverage的介绍、应用与勘误。](https://support.worldquantbrain.com/hc/en-us/community/posts/37581194344215)（发帖 2026-01-10，社区经验）。
+
+## 2026-09-18 补充：代理变量与样本边界
+
+[搜索量转新闻密度的注意力反转帖](https://support.worldquantbrain.com/hc/en-us/community/posts/43541109631895)（2026-09-16）用新闻事件密度代理搜索关注，作者报告 GBR 与 EUR 表现不同，EUR 变体 Fitness 均低于 1。新闻供给不等于投资者主动搜索，代理替换可能改变机制，应比较原代理、新闻量单腿及价格反转对照；这不是已验证的论文等价复现。
+
+[MAX 与彩票偏好帖](https://support.worldquantbrain.com/hc/en-us/community/posts/43508107778711)（2026-09-15）报告滚动极端涨幅除以自身波动后，Sharpe 从 0.36 到 0.75，最大回撤从 48.96% 到 5.69%；缩短为 5 日窗口虽进一步提高指标，作者也承认与短期反转重叠。可保留“极值相对自身波动”的待验证假设，但窗口更短、更强不等于彩票机制更纯。本轮未复核论文、借券成本或原始回测，也不将标题中的“完整复现”当作已验证结论。
+
+[DEU 内部人信念强度帖](https://support.worldquantbrain.com/hc/en-us/community/posts/43178926004887)（2026-09-02，本轮补录）提醒：稀疏事件填零后，大块相同排名可能代表没有事件，不能解释为经济信念中等。作者还报告有效持仓主要在 2018–2023，而较早年份为零；应以实际可投资区间评估结果。比较滚动和与均值时须核对有效观测数和缺失处理；完整固定窗口下两者只差常数，不能笼统断言换成均值必然丢失事件信息。原帖的 tail 阈值与性能改善仅是单例，不推广为稀疏数据通用模板。
+
+## 2026-09-25 补充：非线性变换与覆盖需要分开检验
+
+[EUR 财报电话会情绪概率差](https://support.worldquantbrain.com/hc/en-us/community/posts/43620895448343)（2026-09-20）报告 signed power 降相关，并描述早期稀疏截面造成权重集中。随附评论明确指出另一字段的成功不能证明“概率差 + signed_power”有效；应固定其余设置分别对照回填窗、覆盖和 truncation，拆开表达式变换与股票池变化。原帖指标属于作者自报，未复现。
+
+[ASI 借券费率方差案例](https://support.worldquantbrain.com/hc/en-us/community/posts/43624312881943)（2026-09-20）比较方差与标准差版本。即使同一有效样本下平方保持非负值的截面排序，后续线性缩放、中性化或权重处理也可能得到不同持仓，不能由“同一排序”推出整条策略等价。作者由少数 checks 推断的 robust 比率约 0.9 仅是其样本观察，不写成通用平台门槛；每次仍需读取实际 value、limit 和状态。

docs/worldquant-knowledge-base/01-alpha-ideas/relationship-and-extension-cards.md

@@ -63,3 +63,19 @@ ASI/TOP500 的 risk70 模板使用时间操作后按 exchange 中性化。来源
 ## 10. 当前优先级
 
 已有九月四张卡覆盖 SNR、机构拥挤、Wikipedia 关注和订单流。新补充方向优先选择“极性配对、同行相对位置、明确口径的实际/预测偏差”中你能取得完整数据的少量假设。优先级属于本库研究建议，未实际运行或比较这些方向的收益。
+
+## 2026-09-18 补充：差分、正交化与类别编码
+
+### 同源做差不会保证降低 PC
+
+[同源信号与噪声对冲](https://support.worldquantbrain.com/hc/en-us/community/posts/43501264459799)（2026-09-15）比较两条弱信号做差和两条强信号做差；[后续讨论](https://support.worldquantbrain.com/hc/en-us/community/posts/43536370604567)（2026-09-16）要求拆开两腿验证，但其中“做差一定会让 PC 下降”的说法不成立。数学反例：令 P 与 N 独立且方差相同，A=P+N、B=N，则 A 与 P 的相关系数为 1/√2，而 A−B 与 P 的相关系数为 1。对某些生产池成分，相关性反而会上升。
+
+保留的实验是 A、B、A−B 分别比较收益、成本、覆盖和与已有池的相关性；两腿都弱也不自动证明共享噪声被成功剥离，需要样本外和稳定性证据。[周频量价概率正交化案例](https://support.worldquantbrain.com/hc/en-us/community/posts/43500671638551)（2026-09-15）自报 Max Prod Corr 在加入运营效率控制后从 0.6806 升至 0.7068，再加国家中性化降至 0.6681。与指定控制变量正交，不等于与整个生产池低相关；作者还报告覆盖及收益损失，应把这些变化同时列入对照，不将单个检查过线称为新机制成立。
+
+### 分析师差分先对齐经济口径
+
+[analyst10 预期差异帖](https://support.worldquantbrain.com/hc/en-us/community/posts/43524498271895)（2026-09-16）提出近远期预期差、上调与下调差等候选。可取的是同单位、同口径、只改变一个经济维度的配对方式；覆盖人数与预测 surprise 不能直接相减，已表示净修订的字段也不能未经语义核对再机械差分。120 日回填是作者参数，须另外检查数据可得时点、陈旧观测及两腿实际覆盖，不当作字段的通用配置。
+
+### 类别编号不是有量纲的数值
+
+[JPN 另类行业分类协方差帖](https://support.worldquantbrain.com/hc/en-us/community/posts/43308165478935)（2026-09-07，本轮补录）把两套类别整数标签做时间协方差，报告低换手，同时承认解释偏弱和 OS 检查 PENDING。任意置换簇编号可能改变该协方差，而经济分类没有改变，因此不能直接将结果解释为“分类分歧强度”。至少应检验标签重编码不变性，并与基于类别成员关系的一致性度量比较；不同聚类方法也不自动意味着统计独立。本轮没有复现其回测。

docs/worldquant-knowledge-base/02-ai-mining/python-alpha.md

@@ -31,3 +31,11 @@ FastExpr 已能表达的简单机制，先用它建立基线。需要自定义
 来源：[[Python Alpha 挑战赛]Python Alpha两阶段筛选法：FastExpr快速验证 + Python深度优化](https://support.worldquantbrain.com/hc/en-us/community/posts/41135490599063)（发帖 2026-06-11，社区经验）；[从 Fast 翻译到 Python Alpha 别急着炫技：截面/时序错位是头号杀手，事件漂移和中性化层级是隐形雷](https://support.worldquantbrain.com/hc/en-us/community/posts/42047259261335)（发帖 2026-07-18，社区经验）；[【经验分享】Python Alpha 30名心得：从 FastExpr 到 Python，我用 17 个 alpha 趟出来的一条路](https://support.worldquantbrain.com/hc/en-us/community/posts/42519002511767)（发帖 2026-08-06，社区经验）；[Python Alpha 平台限制粗略小结，请大佬指正](https://support.worldquantbrain.com/hc/en-us/community/posts/40742727142679)（发帖 2026-05-26，社区经验）。
 
 本次没有安装或运行 BRAIN Labs Python SDK，所以这里只提供官方入口与迁移验证设计，不提供宣称可直接运行的 SDK 脚本。
+
+## 2026-09-25 补充：频域与 PCA 实现先验算
+
+[FFT 复现纠错帖](https://support.worldquantbrain.com/hc/en-us/community/posts/43640747372695)（2026-09-21）指出一个可直接验算的恒等式：对同一输入 x 的互补频带，slow + fast = x，因此 slow − x 与 −fast 是同一条腿，混合权重不会产生新信息。这只适用于所示互补分解及一致预处理，不能泛化为所有慢快信号必然共线。
+
+原帖的其余“修正”仍需审查。对称 Hann 窗末端为零只能推出重构后的 slow[-1] + fast[-1] = 0，不能单凭这一点断言两个分量各自为零或必然衰减固定倍数。正文提倡前值填充，但修正版实际用窗口列均值填缺失；二者不是同一种经济假设。代码 `hist[-WIN:]` 在 WIN=65 时取 65 行，与注释宣称的 66 行也不一致。14–17 倍加速、泄漏比例和回测效果均为作者报告，本库未运行代码。
+
+[PCA 特质残差反转帖](https://support.worldquantbrain.com/hc/en-us/community/posts/43692787685015)（2026-09-23）可作为待验证的自估风险模型思路，但代码 `cs[H-1:] - cs[:-H+1]` 每项相减的累计索引间隔为 H−1，不能直接标成 H 日收益和；它还将非有限收益填零，需核对缺失、上市历史与股票池影响。作者报告 IND 有效而 EUR/USA/HKG 不佳，并将 PnL 相关 0.963 称作“恒等变换”；这是近似经验，非数学恒等。不得照搬其地区结论或部分正交化系数。

docs/worldquant-knowledge-base/03-engineering/2026-operating-lessons.md

@@ -41,3 +41,19 @@ CSV 本身不保证并发原子性。需要记录任务身份、租约或领取
 可迁移的工程做法是先清点候选、小样本检查，再扩大批量；逐项记录源 Alpha、模拟引用和终态。`POST_ERROR` 不能一律视为已处理，未知受理结果须先对账，429 等临时错误与字段不支持多区域的兼容性错误应分别处理。评论补充保持原有 decay、pasteurization 等设置，避免把参数变化误归因于跨区域迁移；新的 universe 口径也要单独核对。
 
 帖子开头声称批量重跑“一定能找到”可提交候选，但正文也明确完成不代表指标或提交资格保留。本库只保留后一边界；没有可提交结果也不足以单独证明原信号质量低，仍需排查覆盖、设置和区域适用性。
+
+## 2026-09-18 补充：断点声明与代码行为要对照
+
+[OS Alpha 批量重跑 RA 两脚本](https://support.worldquantbrain.com/hc/en-us/community/posts/43524503109655)（2026-09-16）声称支持续跑，但所附代码在 `simulate_single` 返回后无条件 `mark_done(k)`，而异常或缺少 Location 的路径可能返回 `None`。这会把未确认完成的任务记为已处理；应保留已受理引用及 UNKNOWN/待对账状态，不能仅靠 done 集合跳过。进度键也没有覆盖全部 settings，改动未入键参数后可能误复用旧进度。这些是静态阅读发现，没有运行脚本或验证平台端行为。
+
+同帖还包含自动 PATCH Alpha 标签的步骤，因而不是纯读取工具。[另一篇 RA 说明](https://support.worldquantbrain.com/hc/en-us/community/posts/43410200668823)（2026-09-11）所述“不设置属性、不提交”不能自动套用到不同脚本。[AlphaSubmitter](https://support.worldquantbrain.com/hc/en-us/community/posts/43299585796247)（2026-09-07，本轮补录）宣传多轮自动重试，但没有给出足够的幂等或受理状态核对证据；POST 超时不能直接解释为服务端未创建，重发前需先对账。
+
+[意见留言墙](https://support.worldquantbrain.com/hc/en-us/community/posts/42302637812503)本轮新可见评论提出登录过期导致界面状态丢失、回测次数与 Alpha 列表数量不同等问题。它们是用户反馈，不是已确认平台故障：先保存任务引用与界面筛选状态，再分别核对请求次数、失败/取消状态和结果对象数，避免仅凭两个总数推断丢数据。本轮没有复现相关 UI 行为。
+
+## 2026-09-25 补充：缺失状态不能被默认值掩盖
+
+[回测用量帖的新增可见评论](https://support.worldquantbrain.com/hc/en-us/community/posts/43058251853847#community_comment_43553064668183)（2026-09-17，本轮补齐）指出，没有匹配到当天活动记录时直接置 used=0，可能把日期错位或接口异常解释成额度充足。适合作为审查项：缺记录保留 UNKNOWN，再核对日期与响应；评论所述日界、固定上限和具体 API 行为未由本轮核验。
+
+[ProdMemo 桥接帖评论](https://support.worldquantbrain.com/hc/en-us/community/posts/42585946296855#community_comment_43606520549399)（2026-09-19）提出旧缓存覆盖新记录的风险。合并时应保留数据类型、采集时间与来源范围，并核对部分结果是否覆盖完整结果；这是评论提供的待核审查点，本轮没有重新读取并运行桥接脚本，不能直接宣称已确认其实现缺陷。
+
+[多 Agent 研究流程](https://support.worldquantbrain.com/hc/en-us/community/posts/43623479962007)（2026-09-20）把字段证据、研究假设、实验结果与审计裁定分开，是可用的职责设计：字段存在不证明逻辑成立，回测返回结果不证明通过审计。它是作者的架构方案，不是多代理提高样本外表现的实证。

docs/worldquant-knowledge-base/04-platform/current-updates.md

@@ -28,3 +28,9 @@
 [Grand Master 1v1 Advisory 通知](https://support.worldquantbrain.com/hc/en-us/community/posts/43320365312023)（2026-09-08 发布，0 条评论）介绍约 10 分钟答疑，称试运行预约窗口截至 9 月 17 日。可准备一个具体研究瓶颈和证据；本次没有访问预约服务、核对剩余名额或预约。
 
 [关于第三方发布的论坛公告](https://support.worldquantbrain.com/hc/en-us/community/posts/43319649278359)（2026-09-08 发布，本次读正文及 2 条评论）强调平台内容的对外发布限制，涉及 Alpha、数据、文档及论坛文章。本库记录公告及来源，不作协议效力或个案法律判断；本轮仅本地整理，没有对外发布、推送仓库或改变权限。
+
+## 2026-09-18 论坛增量
+
+[ARC2026 社区积分活动通知](https://support.worldquantbrain.com/hc/en-us/community/posts/43498120902807)（2026-09-15）称，CN/HK 顾问按比赛结束时官方榜单统计，成功提交至少 2 个 ARC/RA Parent 可得 50 积分，至少 10 个可得 100 积分，取最高档、不叠加。通知明确这是社区配套活动，与比赛的美元奖池分开。本轮读取通知，未核实个人资格、积分到账或兑换比例，也未提交 Alpha。
+
+上文 Grand Master 1v1 Advisory 原公布的 9 月 17 日预约窗口已过；截至本次整理，不应继续把它列为已确认开放的预约机会，本轮未核查是否续期。新出现的招聘、免费模型与云服务推广帖保留目录，不将促销额度、模型可用性和邀请收益写成研究结论。

docs/worldquant-knowledge-base/04-platform/portfolio-osmosis.md

@@ -26,3 +26,9 @@
 先排查数据中断与不可投资表现，再按同族/相关簇留代表，然后看同时回撤和成本后的组合增量。旧 Alpha 也可重新评估；但不能只因最近几天排名好就重仓。
 
 为每次比较固定评价时段和费用设置，记录“原组合”“加入候选”“替换近似旧项”三组结果。正式配点/提交前再确认资格与生效时间。本次没有修改任何平台属性。
+
+## 2026-09-18 补充：教学倍数与支付公式分开
+
+[Theme 到 Osmosis 的说明帖](https://support.worldquantbrain.com/hc/en-us/community/posts/43529198653719)（2026-09-16）区分质量因子的加成与每日美元报酬，并明确把“主题合并后再乘 Osmosis”“不分配按 1 倍”作为文章的补充计算口径；这不等于取得完整官方支付公式。[Base Payment 说明帖](https://support.worldquantbrain.com/hc/en-us/community/posts/43561782887575)（2026-09-17）同样声明，四项得分归一化到 0–1 再等权平均只是教学假设。“交满适用配额即 Quantity 满分”也是该帖补充口径，本轮没有独立核实，不能据此计算个人收入或设置自动提交目标。
+
+[两条高倍数 Alpha 的收入分享](https://support.worldquantbrain.com/hc/en-us/community/posts/43532701388183)（2026-09-16）把两天支付差异归因于提交组合及平均方式；缺少同条件对照，不能据此推导“少交必然更赚钱”或固定的 VF、Osmosis 收入门槛。保留的研究问题是：完整 Alpha 的适用资格、组合贡献和评价窗口是否一致。本文不新增已核实的乘数、资格或支付规则，也不把作者报告视为本次复现。

docs/worldquant-knowledge-base/04-platform/spc.md

@@ -4,7 +4,7 @@ SPC 与“LLM 帮你写 FastExpr”不同：你提交投资论点 Prompt，平
 
 ## 9 月必须更新的输出格式
 
-7 月中文教程仍写 ISIN|MIC 字典；最新官方提交页（9 月 6 日更新）要求**对象数组**。结构示意如下，尖括号为类型占位符，不能原样提交：
+7 月中文教程仍写 ISIN|MIC 字典；9 月 7 日首次核查的官方提交页已要求**对象数组**。2026-09-18 再读该页（页面更新 9 月 13 日），要求仍为对象数组。结构示意如下，尖括号为类型占位符，不能原样提交：
 
 ```text
 [
@@ -20,9 +20,9 @@ SPC 与“LLM 帮你写 FastExpr”不同：你提交投资论点 Prompt，平
 ]
 ```
 
-confidence_score 范围 -1 到 1，符号对应多空；investment_horizon 为预期实现收益的天数；return_prediction 表示预测收益率。官方示例用 0.045 表示 4.5%。务必核对证券标识与交易场所，不能用臆造 ID。
+confidence_score 范围 -1 到 1，符号对应多空；investment_horizon 为预期实现收益的天数；return_prediction 表示预期收益变动幅度。9 月 18 日复核的官方文字要求 return_prediction 为正，多空方向由 confidence_score 表示，不能再靠负 return_prediction 表示做空。官方示例用 0.045 表示 4.5%。务必核对证券标识与交易场所，不能用臆造 ID。
 
-来源：[What do I need to submit?](https://support.worldquantbrain.com/hc/en-us/articles/41681208900759)（官方，更新 2026-09-06）；旧格式来源：[【SPC 2026】一文看懂 Systematic Prediction Challenge，写提示词就能参加！](https://support.worldquantbrain.com/hc/en-us/community/posts/41801462727191)（发帖 2026-07-08，社区经验）。
+来源：[What do I need to submit?](https://support.worldquantbrain.com/hc/en-us/articles/41681208900759)（官方，本次页面更新 2026-09-13，读取 2026-09-18）；旧格式来源：[【SPC 2026】一文看懂 Systematic Prediction Challenge，写提示词就能参加！](https://support.worldquantbrain.com/hc/en-us/community/posts/41801462727191)（发帖 2026-07-08，社区经验）。
 
 ## 已核实的规则
 
@@ -46,3 +46,9 @@ confidence_score 范围 -1 到 1，符号对应多空；investment_horizon 为
 社区“信号 5–7 天衰减”来自特定经验，不是所有 SPC 机制的固定半衰期。期限应根据来源更新节奏与前瞻验证决定。来源：[【SPC实战】信号衰减5-7天：数据源“时效性”比“全面性”更重要](https://support.worldquantbrain.com/hc/en-us/community/posts/42955680180247)（发帖 2026-08-24，社区经验）。
 
 本次未调用 LLM 生成投资组合，未提交 Prompt、调整权重或参加比赛。
+
+## 2026-09-18 补充：社区提交脚本仍需核对版本
+
+[SPC 提交 API 抓包与自动化帖](https://support.worldquantbrain.com/hc/en-us/community/posts/43322480595991)（2026-09-08，本轮补录）示例仍将 `sampleOutput` 写为 `ISIN|MIC` 字典字符串，与本次官方要求的输出内容不一致。API 包装字段是否需要字符串编码和 Prompt 实际应输出什么，是两个问题；不能因抓包样例曾被接受，就将旧字典视为现行内容规范。
+
+静态阅读还发现，该帖称已加入调权命令，但展示的命令解析只有登录检查、列表和提交；权重验证检查范围却未落实文中两位小数的声明。示例 POST 超时后没有受理状态对账，人工或自动重试可能造成重复提交。`weight=0` 在官方文字中是停止运行，不应按社区的“下线”表述推断对象被删除。这里只记录版本与恢复边界，未执行脚本、探测提交接口或调整权重。

docs/worldquant-knowledge-base/05-research-practice/validation.md

@@ -18,3 +18,9 @@
 大规模搜索时特别检查：收益是否集中在某一年；低 PC 是否只来自缺失或不同日期；高 Sharpe 是否由不可投资的极端持仓产生；同一模板换字段是否仍是同一风险来源；回填是否把旧事件变成持续仓位。
 
 本知识库中的研究方向没有经过上述实际回测终验，均是待研究候选。
+
+## 2026-09-25 补充：冻结发生在看结果之前
+
+[时间前推与冻结流程](https://support.worldquantbrain.com/hc/en-us/community/posts/43638422558103)（2026-09-21，社区方法建议）区分历史分年诊断、时间前推与前瞻观察。看过完整历史后再按年拆分，不能恢复被选择过程用掉的独立性。每个验证段开始前记录表达式、完整 settings、冻结时间和淘汰条件；改动生成新版本，保留失败段，汇总冻结后各段的日收益，而非只展示最好一段或平均各段 Sharpe。
+
+若标签或持有期跨越分割点，隔离范围应依据实际重叠，而非机械等于最长回看窗口。冻结卡和影子观察是研究建议，不是平台提交规则，也不能据此把个人留出段称为平台隐藏 OS。本轮未复核文中外部论文或运行验证实验。

docs/worldquant-knowledge-base/06-sources/README.md

@@ -1,6 +1,6 @@
 # 来源、覆盖范围与验证记录
 
-首次采集日期：2026-09-07；最近论坛同步：2026-09-11。下列初轮与扩展轮数字保留为历史记录，最新覆盖见文末周同步记录。时间边界按 Asia/Shanghai 的 2026-01-01 00:00 至整理时点；原始索引时间使用 UTC/带偏移的 ISO 8601。日历日简写通常取原来源 UTC 日期，未把它伪装成本地精确时刻。
+首次采集日期：2026-09-07；最近论坛同步：2026-09-25（有访问缺口）。下列初轮与扩展轮数字保留为历史记录，最新覆盖见文末周同步记录。时间边界按 Asia/Shanghai 的 2026-01-01 00:00 至整理时点；原始索引时间使用 UTC/带偏移的 ISO 8601。日历日简写通常取原来源 UTC 日期，未把它伪装成本地精确时刻。
 
 ## 邮箱
 
@@ -92,3 +92,33 @@ SPC 7 篇官方帮助页按 ID 直接读取；另通过支持站搜索取得 Pyt
 任务专用采集入口和状态位于本机 `.local/forum-sync/`（Git 忽略）：`collect.py` 负责分页、限流退避、互斥和逐帖原子保存；`staged/` 保留去除 HTML 和凭据类字符串的文本；`candidate-baseline.json` 为采集候选，知识整理及验证通过后才复制为 `baseline.json` 并推进 `checkpoint.json`。后续采集比较该基线的正文及评论指纹，仍须实际筛选变化内容。`run.json` 保存本次计数和失败项；部分失败不得宣称全部成功。此状态只包含任务必要内容，不保存登录响应、Cookie 或会话令牌，也未推广为全局规则或共享脚本。
 
 本轮验证：两个 CSV 各 629 个唯一帖子 ID，评论数合计 9,587；所有论坛引用均属于本次范围，122 篇帖子被知识条目引用，本地链接未发现缺失目标。新增知识内容及本地 JSON 状态的账号、密码字面值与 JWT 形式扫描通过。实际 API 采集通过；采集脚本语法检查通过，后续增量比较、失败恢复和限流退避尚未通过真实故障场景演练，不能将首次成功等同长期运行保证。
+
+## 每周论坛同步：2026-09-18
+
+本次实际采集时间为北京时间 10:11:39–10:16:36；这是执行记录，不将计划的 09:00 写成实际开始时间。认证返回 201，支持站 SSO 落地仍为 403，Community API 正常。18 页共有 1,771 篇可见帖子，排除 1,101 篇早于年初边界的帖子，范围内保留 670 篇；上次 629 个 ID 均仍可见。逐帖分页取得 9,601 条评论，670 个记录的实际取得数与列表计数均相等，零采集失败。
+
+相对 9 月 11 日内容基线，新收录 41 篇：29 篇发表于上次采集结束后，12 篇的创建时间更早。后者只能称为本轮补录，无法仅凭列表差异判断此前为何不可见或漏收。这 41 篇共取得 5 条评论。旧帖留言墙 42302637812503 新可见 9 个评论 ID，其中 7 条创建时间早于上次采集、2 条发表于 9 月 12 日；其余既有评论文本指纹未见变化，也没有缺失评论 ID。评论总数增加 14 条，其中只有 7 条的创建时间晚于上次采集，不能将净增量全称为本周发表。
+
+231 篇旧帖的更新时间变化，但只有两篇正文内容指纹变化：43320471694999 的 AI 合集新增 CNHKMCP QuantFlow 提示词入口，43030071187479 的新人指南新增第三方发布公告与 Osmosis 入口。逐一对照上周文本确认均为目录更新，没有据此扩充列表外旧帖知识。加上留言墙评论变化，共 3 篇既有帖出现内容或评论集合变化，其余仅同步元数据。
+
+41 篇新收录帖已完成标题筛查，40 篇有可提取正文并完成主旨阅读，14 篇研究机制和 6 篇工程材料另做独立核验。43287990820375 的正文仅含 12 张图片、没有可提取文字；尝试读取全部 12 个官方图片地址均返回 403，因此未逐图核验，阅读状态记为 `metadata_only`，并在检查点保留待阅读项，不把标题中的夺冠经验或 21 个 OS Alpha 视为已读证据。新收录帖的 5 条评论及留言墙新可见的 9 条评论均已阅读。宣传、充值/邀请和缺少研究证据的收入展示保留索引，不机械扩写成研究方法。
+
+知识更新包括：同源差分和正交化不保证降低生产相关性、类别编号协方差的编码依赖、分析师差分口径、代理变量及稀疏事件的有效样本边界；RA 脚本未知结果被标为完成的静态风险；支付教学假设与真实公式的区别；ARC 社区积分活动；按评价时间复盘的边界。所有社区回测数值仍为作者自报，本轮未运行或安装其代码。另通过官方 API 复核 SPC 提交说明 41681208900759（更新 2026-09-13），确认对象数组格式，并补充 return_prediction 正值与 confidence_score 多空方向的分工；没有访问提交接口或调整权重。
+
+本轮继续比较全部范围内评论的文本指纹，没有假定帖子更新时间或评论数量能完全反映评论编辑。评论指纹针对去除 HTML、规范化空白后的文字，不覆盖纯排版、链接目标或图片替换；因此“未见评论文本编辑”不能解释为所有媒体与格式均未变化。上周文本保留在本机 `.local/forum-sync/previous-2026-09-11/`，新候选仍由验证后才推进到相应成功基线，图片访问缺口另行保留；状态与采集文本不包含认证响应或会话材料。没有同步邮件、改变平台属性、预约、报名、回测、发帖或推送仓库。
+
+验证结果：两个 CSV 各有 670 个唯一帖子 ID，评论合计 9,601；采集记录及候选指纹逐项一致，142 篇帖子被知识条目引用，论坛引用均在范围内，本地链接与差异空白检查通过。新增知识内容和本地 JSON/JSONL 状态的账号密码字面值及 JWT 形式扫描通过。实际 API 采集及本周内容比对已运行；社区回测与代码未执行，自动失败恢复、限流退避仍未经过故障演练。文本及索引同步完成，图片正文访问失败保留为独立缺口。
+
+## 每周论坛同步：2026-09-25
+
+实际采集时间为北京时间 09:12:33–09:16:29，随后完成筛读和知识整理。认证返回 201，支持站 SSO 落地 403，Community API 正常。完整取得 19 页、1,859 篇可见帖子，排除 1,101 篇早于年初边界的帖子；本次范围内实际取得 758 篇、10,141 条评论，逐帖分页计数一致，无评论抓取失败。
+
+相对 9 月 18 日内容基线，新收录 89 篇，其中 72 篇发表于上次采集结束后，17 篇为历史补录。新收录帖带来 9 条评论，217 篇旧帖另有 540 个新可见评论 ID；这 549 条中，67 条发表于上次采集后、482 条创建时间更早，是本轮历史覆盖补齐。旧帖元数据更新时间变化 329 篇，但既有正文指纹无变化，可见帖既有评论没有文本编辑或缺失 ID；没有仅凭更新时间或评论数判断未变。
+
+此前收录的 41208709211671（傅里叶变换在 Alpha 开发中的应用，2026-06-14）本次列表缺失，直接官方 API 请求也返回 404，原因未定。保留原文快照、引用、索引及其历史 9 条评论，不把 404 解释为已删除。因而当前索引有 759 个 ID：758 个本次可见，1 个历史保留；阅读索引评论数合计 10,150，其中 9 条未在本次重新取得，该帖 comments_complete 记为 False。本次实际取得评论比上次增加 540，等于新可见 549 减去未能重新取得的历史 9，不能将净增量称作新发表评论。
+
+89 篇新收录帖完成标题及正文主旨筛查，专题目录只作导航，未沿目录扩充 2026 年前帖子；福利、收入展示和未答问题保留索引，不扩写为结论。新收录帖的 9 条评论及旧帖新可见的 540 条评论完成筛读，并针对实质纠错和机制建议精读。新增知识集中在冻结后验证、FFT 互补频带恒等式及修正版局限、PCA 窗口索引、聚类代表不能替代逐项 PC 终验、缺失值语义与 UNKNOWN 状态。社区数值仍为作者自述；本次没有复现回测、安装或执行社区代码，也没有将评论中的配额、评分、时区和阈值升级为官方规则。
+
+图片帖 43287990820375 仍可取得元数据，正文含 12 张图片；本次抽查其中 1 个官方图片地址仍为 403，没有把抽查写成全部重试，继续保留 metadata_only 和待阅读项。评论指纹仍仅覆盖规范化文字，不检测纯格式、链接目标或图片替换。本次保留上周 670 篇文本快照于本机 previous-2026-09-18/；可见记录验证后推进相应基线，不可访问帖保留旧指纹与重试缺口。此次为可见文本及索引完成、来源与媒体仍有缺口的部分同步，不宣称全量无缺失。
+
+验证结果：两个 CSV 均有 759 个唯一 ID；758 个本次采集记录与候选指纹、逐评论文本哈希及分页计数一致，另 1 个历史保留记录明确标为当前未完成。154 篇帖子被知识条目引用，引用均属于本次可见范围或明确保留的历史来源。本地链接、差异空白、新增内容及本地 JSON/JSONL 的账号密码字面值和 JWT 形式扫描通过。采集脚本语法检查通过；本轮只验证实际采集与静态内容比对，没有故障注入、策略回测或社区代码执行。

docs/worldquant-knowledge-base/06-sources/collection-2026.json

@@ -29,6 +29,299 @@
     "No source authentication material is included."
   ],
   "latest_forum_sync": {
+    "collected_at": "2026-09-25",
+    "timezone": "Asia/Shanghai",
+    "status": "partial_sync_with_source_and_media_gaps",
+    "started_at": "2026-09-25T01:12:33.054002+00:00",
+    "collection_finished_at": "2026-09-25T01:16:29.789990+00:00",
+    "previous_successful_collection_finished_at": "2026-09-18T02:16:36.188053+00:00",
+    "raw_visible_posts": 1859,
+    "raw_list_pages": 19,
+    "excluded_older_posts": 1101,
+    "retained_posts": 758,
+    "retained_comments": 10141,
+    "indexed_posts_including_unavailable": 759,
+    "historical_comments_retained_for_unavailable_posts": 9,
+    "newly_indexed_posts": 89,
+    "newly_indexed_posts_created_after_previous_collection": 72,
+    "historical_posts_newly_indexed": 17,
+    "comments_on_newly_indexed_posts": 9,
+    "newly_visible_comments_on_existing_posts": 540,
+    "historical_comments_newly_visible": 482,
+    "newly_visible_comments_created_after_previous_collection": 67,
+    "comment_count_net_change": 540,
+    "metadata_changed_existing_posts": 329,
+    "body_changed_existing_post_ids": [],
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+      "42302637812503",
+      "42359440646551",
+      "42406158561943",
+      "42407253630359",
+      "42423399281815",
+      "42423993843735",
+      "42455010729367",
+      "42460800447895",
+      "42487308197783",
+      "42509573118999",
+      "42513455206423",
+      "42513832186263",
+      "42519002511767",
+      "42549574041367",
+      "42585946296855",
+      "42587179348119",
+      "42662873714711",
+      "42686571665303",
+      "42691768951447",
+      "42714622464407",
+      "42720875852439",
+      "42721824181271",
+      "42738237663639",
+      "42740521405463",
+      "42743732814999",
+      "42756136847639",
+      "42756641286295",
+      "42757091114647",
+      "42771962021143",
+      "42772611660823",
+      "42774450536343",
+      "42775887653399",
+      "42801904467607",
+      "42945861800983",
+      "42955680180247",
+      "42972530812183",
+      "42975079714839",
+      "42981290349463",
+      "43002825233687",
+      "43006316208151",
+      "43030071187479",
+      "43031425132823",
+      "43031577079575",
+      "43058251853847",
+      "43067045830679",
+      "43085454784535",
+      "43087031637527",
+      "43147371557015",
+      "43151729306647",
+      "43178926004887",
+      "43179521660823",
+      "43179860065303",
+      "43181411147287",
+      "43208281917591",
+      "43269155035799",
+      "43287990820375",
+      "43299585796247",
+      "43309848501783",
+      "43319649278359",
+      "43319751480599",
+      "43320365312023",
+      "43320471694999",
+      "43322521365143",
+      "43322749748503",
+      "43383826751127",
+      "43410200668823",
+      "43411841446423",
+      "43438866840343",
+      "43467733543319",
+      "43477475833623",
+      "43498120902807",
+      "43499065604247",
+      "43500671638551",
+      "43501264459799",
+      "43502970330647",
+      "43508107778711",
+      "43524498271895",
+      "43524503109655",
+      "43527309427863",
+      "43527457608087",
+      "43529198653719",
+      "43529216017047",
+      "43536370604567",
+      "43541109631895",
+      "43556223197335",
+      "43561782887575"
+    ],
+    "edited_existing_comments": 0,
+    "missing_existing_comment_ids_on_visible_posts": 0,
+    "failed_comment_records": 0,
+    "missing_previously_indexed_posts": 1,
+    "unavailable_posts": [
+      {
+        "post_id": "41208709211671",
+        "direct_api_status": 404,
+        "historical_comments_retained": 9
+      }
+    ],
+    "posts_cited_in_knowledge": 154,
+    "groups": {
+      "guides": 17,
+      "ai": 160,
+      "ideas": 40,
+      "engineering": 86,
+      "general": 137,
+      "lessons": 141,
+      "optimization": 65,
+      "events": 42,
+      "portfolio": 51,
+      "data": 20
+    },
+    "new_post_texts_screened": 89,
+    "metadata_only_post_ids": [
+      "43287990820375"
+    ],
+    "new_or_newly_visible_comments_screened": 549,
+    "official_articles_checked": [],
+    "baseline_state_directory": ".local/forum-sync/",
+    "unread_media": [
+      {
+        "post_id": "43287990820375",
+        "image_count": 12,
+        "images_retried_this_run": 1,
+        "http_status": 403
+      }
+    ],
+    "limits": [
+      "758 currently visible posts and 10141 freshly retrieved comments; indexes additionally retain one unavailable post with nine historical comments.",
+      "One previously indexed post returned HTTP 404; its previous fingerprint and records are retained for retry, not deleted or marked freshly complete.",
+      "Newly visible historical posts/comments are backfill; the reason for prior visibility gaps is unknown.",
+      "One image-only post remains unread; one of its twelve official images was retried and returned HTTP 403.",
+      "Comment fingerprints cover normalized text only, not link targets, formatting or media-only changes.",
+      "Community claims and code were reviewed but not executed or backtested; no current platform rules were inferred from comments.",
+      "No email sync, simulation, external publication, submission, credential/session persistence or Git commit/push."
+    ]
+  },
+  "forum_sync_history": [
+    {
       "collected_at": "2026-09-11",
       "timezone": "Asia/Shanghai",
       "started_at": "2026-09-11T01:03:40.336597+00:00",
@@ -77,5 +370,78 @@
         "All scoped comments fetched, selective historical body reading; images and attachments not fully verified.",
         "No simulations, submissions, email sync, public publishing, or credential/session persistence."
       ]
+    },
+    {
+      "collected_at": "2026-09-18",
+      "timezone": "Asia/Shanghai",
+      "started_at": "2026-09-18T02:11:39.967012+00:00",
+      "collection_finished_at": "2026-09-18T02:16:36.188053+00:00",
+      "previous_successful_collection_finished_at": "2026-09-11T01:06:33.369594+00:00",
+      "raw_visible_posts": 1771,
+      "raw_list_pages": 18,
+      "excluded_older_posts": 1101,
+      "retained_posts": 670,
+      "retained_comments": 9601,
+      "newly_indexed_posts": 41,
+      "newly_indexed_posts_created_after_previous_collection": 29,
+      "historical_posts_newly_indexed": 12,
+      "comments_on_newly_indexed_posts": 5,
+      "newly_visible_comments_on_existing_posts": 9,
+      "historical_comments_newly_visible": 7,
+      "newly_visible_comments_created_after_previous_collection": 7,
+      "comment_count_net_change": 14,
+      "metadata_changed_existing_posts": 231,
+      "body_changed_existing_post_ids": [
+        "43320471694999",
+        "43030071187479"
+      ],
+      "comment_changed_existing_post_ids": [
+        "42302637812503"
+      ],
+      "edited_existing_comments": 0,
+      "missing_existing_comment_ids": 0,
+      "failed_comment_records": 0,
+      "missing_previously_indexed_posts": 0,
+      "posts_cited_in_knowledge": 142,
+      "groups": {
+        "portfolio": 50,
+        "ai": 154,
+        "ideas": 30,
+        "lessons": 134,
+        "optimization": 62,
+        "data": 20,
+        "events": 41,
+        "engineering": 75,
+        "guides": 8,
+        "general": 96
+      },
+      "new_post_texts_screened": 40,
+      "metadata_only_post_ids": [
+        "43287990820375"
+      ],
+      "new_or_newly_visible_comments_read": 14,
+      "official_articles_checked": [
+        {
+          "id": "41681208900759",
+          "updated_at": "2026-09-13T15:38:21Z",
+          "read_at": "2026-09-18"
         }
+      ],
+      "baseline_state_directory": ".local/forum-sync/",
+      "limits": [
+        "Newly visible records can predate the previous run; cause of historical visibility gaps is unknown.",
+        "One new post is image-only and its body has not been visually reviewed; other images and attachments not fully verified.",
+        "Community backtest claims not reproduced; code findings are static, not live platform tests.",
+        "No simulations, submissions, email sync, public publishing, or credential/session persistence.",
+        "Comment fingerprints cover normalized text only, not link destinations, formatting, or embedded media changes."
+      ],
+      "unread_media": [
+        {
+          "post_id": "43287990820375",
+          "image_count": 12,
+          "http_status": 403
+        }
+      ]
+    }
+  ]
 }

docs/worldquant-knowledge-base/07-professional-knowledge/data-and-signal-semantics.md

@@ -45,3 +45,11 @@
 增加同类字段可能只是叠加相关噪声和缺失。帖子记录了同域克隆失败、跨类别组合更好的样本，但没有证明多类别组合必然有效。来源：[字段堆越多alpha越牛？我替你们试过了，真不是这么回事](https://support.worldquantbrain.com/hc/en-us/community/posts/41908323673111)（2026-07-13）。
 
 保持主字段、方向与覆盖语义后，才讨论删除冗余算子；降低 OpCount 不能靠偷偷改变信号。来源：[【Quant101】OpCount 拯救计划：因子化简](https://support.worldquantbrain.com/hc/en-us/community/posts/41105918774807)（2026-06-10）。详见 [优化流程](../08-alpha-optimization/diagnostic-workflow.md)。
+
+## 2026-09-25 补充：缺失设置是实验变量
+
+[按数据类型选择回填](https://support.worldquantbrain.com/hc/en-us/community/posts/43273417454487)（2026-09-05，本轮补录）和 [NanHandling 讨论](https://support.worldquantbrain.com/hc/en-us/community/posts/43562519639063)（2026-09-17，本轮补录）提醒，事件未发生、状态尚未更新与采集缺失不能用同一填法。NanHandling ON/OFF、算子及字段组合可能改变有效股票数和信号含义；文中观测不是平台所有算子的统一定义，尤其不能推广“其他情况无所谓”。
+
+[新闻密度帖的新增可见评论](https://support.worldquantbrain.com/hc/en-us/community/posts/43541109631895#community_comment_43582240044695)（评论发表于 2026-09-18）提出：若无新闻日为缺失且均值忽略缺失，得到的是有新闻日的条件均值，并非每个交易日的新闻密度。应先核对实际返回值，再比较零填充、原缺失和有限回填，同时观察覆盖与集中度；不能预先把缺失都当无事件。[预处理讨论评论](https://support.worldquantbrain.com/hc/en-us/community/posts/43527457608087#community_comment_43552980010775)（2026-09-17，本轮补齐）进一步提醒，回填后的 Sharpe 提升可能只是股票构成改变，需并看信号年龄、多空数量、换手及分组暴露。这些是评论者的机制建议，不是已确认因果结果。
+
+历史频域来源 41208709211671 在本次列表缺失，2026-09-25 直接 API 请求返回 404；保留此前归纳和来源，不据此判断作者删除或内容失效。

docs/worldquant-knowledge-base/08-alpha-optimization/portfolio-and-correlation.md

@@ -33,3 +33,9 @@
 Osmosis 社区帖称有多个 Region×Delay、每赛道 Alpha 数量与点数要求；具体资格和锁定时区未由本轮完整核实，不将该帖直接升级为当前官方规则。来源：[🌟 玩转 Osmosis：让你的 Alphas 成为最高 2 倍收益放大器！(机制详解与实操指南)](https://support.worldquantbrain.com/hc/en-us/community/posts/43002825233687)（2026-08-26）。
 
 关于低 PC 与高 Fitness 的取舍，社区有单变量实验支持按质量预算思考，不能只追最低 PC。来源：[关于降Prod Correlation的实践（一）](https://support.worldquantbrain.com/hc/en-us/community/posts/39118594803095)（2026-03-18）。具体权重和阈值需要依据你的池验证，本任务未修改组合、提交 Alpha 或分配点数。
+
+## 2026-09-25 补充：聚类代表不能替代每个候选的终验
+
+[本地 PnL 聚类预筛工具](https://support.worldquantbrain.com/hc/en-us/community/posts/43300341649687)（2026-09-07，本轮补录）按候选间相关性合并簇，只查代表项并把 PC 结果传播给成员。减少重复检查可作为调度思路，但 PASS/FAIL 传播没有充分保证。以同一日期样本上中心化、标准化的 A、B、P 为例，柯西不等式给出 |corr(A,P)−corr(B,P)| ≤ √(2(1−corr(A,B)))；即使 corr(A,B)=0.9，上界仍约 0.447，远不能保证跨不过提交门槛。这是本库数学边界，不是平台 PC 公式；链式连通聚类还不保证任意两成员都达到聚类阈值。
+
+[双桶去相关案例](https://support.worldquantbrain.com/hc/en-us/community/posts/43624302417559)（2026-09-20）报告 PC 下降同时 margin 下降，也给出分桶轴与信号重叠导致信号被抹去的反例。因此比较应同时记录成本、覆盖、子区域与生产相关性，不能只凭某项过线判定改善。[Value Factor 讨论](https://support.worldquantbrain.com/hc/en-us/community/posts/43589077012759)（2026-09-18）区分单体质量、自有池增量和平台全池评价；其教学示例不是实测收益或支付公式。上述数值和工具效果均未复现。

docs/worldquant-knowledge-base/09-experience-lessons/failure-casebook.md

@@ -32,3 +32,9 @@
 触发条件；完整基线；失败原值；已经试过的修复；对照；新的失败项；适用边界；是否复现；下次何时允许重试。把网络故障、语义错误、检查失败和经济假设被否定分成不同类别。
 
 本库是当前任务交付物，没有将这些社区经验自动写入全局 Skill、Hook 或硬性提交规则。
+
+## 2026-09-18 补充：复盘要对齐评价时间
+
+[OS Comb 六月至七月复盘](https://support.worldquantbrain.com/hc/en-us/community/posts/43438866840343)（2026-09-12）只讨论已更新的六月 3.3+、七月 3.5+，明确八月未刷新，不把后续研究工作解释为此前指标上升的原因。作者把变化归于跨区、多品类和入池质量；这是个人归因，未隔离市场环境、旧池变化和平台统计窗口。可保留的方法是给研究动作、提交入池日和指标评价期分别标记时间，避免倒置因果。
+
+[负 Combine 到 GM 的复盘上篇](https://support.worldquantbrain.com/hc/en-us/community/posts/43540397996311)及[下篇](https://support.worldquantbrain.com/hc/en-us/community/posts/43540418549527)（均为 2026-09-16）再次强调过提交检查不等于成本后质量、复杂度与多样性需要分开看。晋级与收入结果均为作者自报，不能将成功者经历称为保证可复制的方法，也不能把地区或数据类别数量直接当作有效分散度。

docs/worldquant-knowledge-base/README.md

@@ -1,8 +1,8 @@
 # WorldQuant 研究重启知识库
 
-首次整理：2026-09-07；论坛最近同步：2026-09-11，Asia/Shanghai。论坛严格按 **2026-01-01 起的发帖时间**筛选；旧帖即使今年更新、被邮件或合集引用，也不纳入论坛研究来源。面向个人研究，不包含已运行或保证有效的 Alpha。
+首次整理：2026-09-07；论坛最近同步：2026-09-25（有访问缺口），Asia/Shanghai。论坛严格按 **2026-01-01 起的发帖时间**筛选；旧帖即使今年更新、被邮件或合集引用，也不纳入论坛研究来源。面向个人研究，不包含已运行或保证有效的 Alpha。
 
-9 月 11 日增量：论坛索引现有 **629 篇帖子、9,587 条评论**，新增收录 6 篇（其中 1 篇为 9 月 5 日漏收来源），并补齐原有三篇帖子的 6 条历史评论。新增 ARC2026 官方 FAQ 复核、跨区域重跑经验及论坛公告，见 [平台更新](04-platform/current-updates.md) 和 [工程经验](03-engineering/2026-operating-lessons.md)。首次完整比较基线已建立；旧帖更新时间变化不能直接等同正文编辑，详见 [来源与覆盖](06-sources/README.md)。
+9 月 25 日增量：本次实际取得 **758 篇可见帖子、10,141 条评论**。新收录 89 篇，其中 72 篇发表于上次采集后、17 篇为历史补录；217 篇旧帖出现新可见评论，未见既有正文或评论文本编辑。更新[时间前推验证](05-research-practice/validation.md)、[FFT/PCA 实现边界](02-ai-mining/python-alpha.md)、[相关性预筛](08-alpha-optimization/portfolio-and-correlation.md)、[数据语义](07-professional-knowledge/data-and-signal-semantics.md)、[工程状态](03-engineering/2026-operating-lessons.md)和[事件信号对照](01-alpha-ideas/data-template-cards.md)。另有 1 篇旧帖返回 404，历史记录仍保留，索引共 759 篇；1 篇图片正文继续待读。详见[来源与覆盖](06-sources/README.md)。
 
 **先更新研究方向，再恢复回测规模。** 当前最值得投入的是有经济解释的低相关信号、能保留失败证据的 AI 实验闭环，以及组合层的增量价值。不要把“提交数量”“Token 消耗”当作研究进展。
 

frontend/src/App.tsx

@@ -1,3 +1,4 @@
+import { SuperAlphaResearchPage } from "./superalpha/SuperAlphaResearchPage";
 import { FieldDirectory } from "./preparations/FieldDirectory";
 import { DataPreparationPage } from "./preparations/DataPreparationPage";
 import { SnapshotDialog } from "./preparations/SnapshotDialog";
@@ -66,6 +67,7 @@ export default function App() {
   useEffect(() => {
     if (
       [
+        "superalpha-research",
         "operators",
         "templates",
         "variants",
@@ -101,6 +103,9 @@ export default function App() {
   const [alphaContext, setAlphaContext] = useState<PageContext>({
     page: "alphas",
   });
+  const [superAlphaContext, setSuperAlphaContext] = useState<PageContext>({
+    page: "superalphas",
+  });
   const [backtestContext, setBacktestContext] = useState<PageContext>({
     page: "backtests",
   });
@@ -252,7 +257,23 @@ export default function App() {
     location.hash = next;
     setPage(next);
   };
+  const navigationRequest = useRef(0);
   const handleAction = (action: UIAction) => {
+    const request = ++navigationRequest.current;
+    if (action.type === "open_alpha" && !action.alpha_type) {
+      void api<{ alpha_type: string }>(
+        `/alphas/${encodeURIComponent(action.alpha_id)}`,
+      )
+        .then((alpha) => {
+          if (navigationRequest.current === request)
+            handleAction({
+              ...action,
+              alpha_type: alpha.alpha_type || "REGULAR",
+            });
+        })
+        .catch((error: Error) => Toast.error(error.message));
+      return;
+    }
     const destination = actionDestination(action);
     if (!destination) return;
     if (destination.chat === "open") setChatOpen(true);
@@ -261,6 +282,21 @@ export default function App() {
     if (destination.page) changePage(destination.page);
     setAIAction(action);
   };
+  useEffect(() => {
+    if (!authenticated) return;
+    const locate = () => {
+      const target = pageFromHash(location.hash);
+      if (!["alphas", "superalphas"].includes(target)) return;
+      const id = new URLSearchParams(location.hash.split("?")[1]).get(
+        "alpha_id",
+      );
+      if (id)
+        handleAction({ type: "open_alpha", alpha_id: id, nonce: Date.now() });
+    };
+    locate();
+    window.addEventListener("hashchange", locate);
+    return () => window.removeEventListener("hashchange", locate);
+  }, [authenticated]);
   const logout = async () => {
     try {
       await post("/auth/logout");
@@ -439,6 +475,44 @@ export default function App() {
                   onOverlay={focusBusiness}
                 />
               </div>
+              <div className="alpha-page-view" hidden={page !== "superalphas"}>
+                <AlphaPage
+                  managementScope="super"
+                  onAction={handleAction}
+                  taskPanelOpen={showJobs}
+                  account={account}
+                  version={`${refreshKey}:${resourceVersions.alphas}:${completedVersion}`}
+                  onTask={taskCreated}
+                  onAccount={() => changePage("account")}
+                  active={page === "superalphas"}
+                  overlaySuspended={
+                    page !== "superalphas" || (viewport < 1440 && chatOpen)
+                  }
+                  chatOffset={chatOffset}
+                  onContext={setSuperAlphaContext}
+                  action={
+                    aiAction?.type === "open_alpha" ||
+                    aiAction?.type === "apply_filters"
+                      ? aiAction
+                      : null
+                  }
+                  onOverlay={focusBusiness}
+                />
+              </div>
+              {visitedResearch.includes("superalpha-research") && (
+                <div
+                  className="alpha-page-view"
+                  hidden={page !== "superalpha-research"}
+                >
+                  <SuperAlphaResearchPage
+                    active={page === "superalpha-research"}
+                    action={aiAction}
+                    onAction={handleAction}
+                    onContext={setResearchContext}
+                    timezone={account?.timezone}
+                  />
+                </div>
+              )}
               <div className="backtest-page-view" hidden={page !== "backtests"}>
                 {visitedBacktests && (
                   <BacktestPage
@@ -572,6 +646,11 @@ export default function App() {
                       ? researchContext
                       : { page: "variants" as const },
                   alphas: alphaContext,
+                  superalphas: superAlphaContext,
+                  "superalpha-research":
+                    researchContext.page === "superalpha-research"
+                      ? researchContext
+                      : { page: "superalpha-research" as const },
                   datasets: datasetContext,
                   fields: { page: "fields" as const },
                   preparations: { page: "preparations" as const },

frontend/src/ai/types.ts

@@ -15,6 +15,8 @@ export type PageContext = {
   page:
     | "home"
     | "alphas"
+    | "superalphas"
+    | "superalpha-research"
     | "account"
     | "datasets"
     | "fields"
@@ -48,9 +50,17 @@ export type PageContext = {
   filters?: Record<string, unknown>;
 };
 export type AlphaUIAction =
-  | { type: "open_alpha"; alpha_id: string; nonce: number }
+  | { type: "open_alpha"; alpha_id: string; alpha_type?: string; nonce: number }
   | { type: "apply_filters"; filters: Record<string, unknown>; nonce: number };
 export type UIAction =
+  | {
+      type: "open_superalpha_research";
+      plan_id?: string;
+      version?: number;
+      experiment_id?: string;
+      alpha_id?: string;
+      nonce: number;
+    }
   | { type: "open_feature"; asset_id: string; version?: number; nonce: number }
   | { type: "open_template"; asset_id: string; version?: number; nonce: number }
   | { type: "open_experiment"; experiment_id: string; nonce: number }
@@ -59,7 +69,7 @@ export type UIAction =
   | { 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 }
+  | { type: "open_alpha"; alpha_id: string; alpha_type?: string; nonce: number }
   | { type: "apply_filters"; filters: Record<string, unknown>; nonce: number };
 export type ToolCard = {
   id: string;

frontend/src/ai/workspace.ts

@@ -68,6 +68,10 @@ const contextLabels: Record<
   home: () => "上下文：首页看板",
   alphas: (context) =>
     `上下文：${context.alpha_id ? `Alpha ${context.alpha_id}` : "Alpha 列表"}${context.selected_ids?.length ? ` · 已选 ${context.selected_ids.length} 条` : ""}`,
+  superalphas: (c) =>
+    `上下文：Super Alpha 管理${c.alpha_id ? ` · ${c.alpha_id}` : ""}`,
+  "superalpha-research": (c) =>
+    `上下文：Super Alpha 研究${c.research_asset_id ? ` · 方案 ${c.research_asset_id}` : ""}${c.research_experiment_id ? ` · 候选 ${c.research_experiment_id}` : ""}`,
   operators: () => "上下文：算子库",
   templates: (context) =>
     `上下文：模板工坊${context.research_asset_id ? ` · ${context.research_asset_id}` : ""}${context.research_experiment_id ? ` · 实验 ${context.research_experiment_id}` : ""}`,
@@ -100,6 +104,7 @@ type Destination = {
 };
 // Exhaustive action destinations prevent a new action silently falling into Alpha.
 const destinations: Record<UIAction["type"], Destination> = {
+  open_superalpha_research: { page: "superalpha-research", chat: "responsive" },
   open_feature: { page: "features", chat: "responsive" },
   open_template: { page: "templates", chat: "responsive" },
   open_experiment: { page: "templates", chat: "responsive" },
@@ -113,6 +118,14 @@ const destinations: Record<UIAction["type"], Destination> = {
 };
 
 export function actionDestination(action: UIAction): Destination | undefined {
+  if (action.type === "open_alpha" && action.alpha_type === "SUPER")
+    return { page: "superalphas", chat: "responsive" };
+  if (
+    action.type === "apply_filters" &&
+    (action.filters.management_scope === "super" ||
+      action.filters.alpha_type === "SUPER")
+  )
+    return { page: "superalphas", chat: "responsive" };
   return Object.hasOwn(destinations, action.type)
     ? destinations[action.type]
     : undefined;

frontend/src/api.ts

@@ -85,6 +85,7 @@ export const jobLabels: Record<string, string> = {
   catalog_full_sync: "全量同步数据目录与字段",
   catalog_sync: "同步数据集目录",
   field_sync: "同步数据字段",
+  super_selection_preview: "Super Alpha 组件预览",
   full_sync: "全量同步 Alpha",
   daily_sync: "按天同步 Alpha",
   self_correlation: "本地自相关检测",

frontend/src/backtests/BacktestPage.tsx

@@ -1,3 +1,4 @@
+import { ComponentsPanel } from "../superalpha/ComponentsPanel";
 import {
   CatalogTableToolbar,
   CatalogIconAction,
@@ -90,6 +91,7 @@ export function BacktestPage({
 }) {
   const [view, setView] = useState("runs");
   const [sourceFilter, setSourceFilter] = useState("");
+  const [alphaType, setAlphaType] = useState("");
   const [q, setQ] = useState("");
   const [filterDraft, setFilterDraft] = useState({ q: "", source: "" });
   const [pageSize, setPageSize] = useState(25);
@@ -180,7 +182,9 @@ export function BacktestPage({
         offset: (page - 1) * pageSize,
         sort: sort.value,
         direction: sort.direction,
-        ...(view === "runs" ? { source: sourceFilter } : {}),
+        ...(view === "runs"
+          ? { source: sourceFilter, alpha_type: alphaType }
+          : {}),
       });
       const [data, c, kinds] = await Promise.all([
         api<Page<Run> | Page<DraftSummary>>(`/backtests/${view}?${params}`),
@@ -199,7 +203,16 @@ export function BacktestPage({
     } finally {
       if (sequence === requestSequence.current) setLoading(false);
     }
-  }, [page, pageSize, sourceFilter, q, view, sort.value, sort.direction]);
+  }, [
+    page,
+    pageSize,
+    sourceFilter,
+    alphaType,
+    q,
+    view,
+    sort.value,
+    sort.direction,
+  ]);
   useEffect(() => {
     if (!active) return;
     let alive = true;
@@ -472,6 +485,24 @@ export function BacktestPage({
   const drawerVisible = active && !suspended;
   return (
     <section className="backtest-page">
+      {view === "runs" && (
+        <div className="backtest-toolbar">
+          <span>候选类型</span>
+          <Select
+            aria-label="回测候选类型"
+            value={alphaType}
+            optionList={[
+              { value: "", label: "全部类型" },
+              { value: "REGULAR", label: "REGULAR" },
+              { value: "SUPER", label: "SUPER" },
+            ]}
+            onChange={(v) => {
+              setAlphaType(String(v));
+              setPage(1);
+            }}
+          />
+        </div>
+      )}
       <CatalogTableToolbar
         label="回测研究"
         active={active && !suspended && !editor && !runId && !settingsDraft}
@@ -723,8 +754,21 @@ export function BacktestPage({
                   {
                     title: "表达式",
                     dataIndex: "expression",
-                    width: 260,
+                    width: 320,
                     ellipsis: true,
+                    render: (_, c) => (
+                      <span
+                        title={
+                          c!.alpha_type === "SUPER"
+                            ? `Selection: ${c!.selection}\nCombo: ${c!.combo}`
+                            : c!.expression
+                        }
+                      >
+                        {c!.alpha_type === "SUPER"
+                          ? `SUPER · Selection: ${c!.selection} · Combo: ${c!.combo}`
+                          : c!.expression}
+                      </span>
+                    ),
                   },
                   {
                     title: "最终参数",
@@ -1002,12 +1046,14 @@ export function BacktestPage({
                   dataIndex: "expression",
                   width: 260,
                   ellipsis: true,
-                  render: (v, i) => (
+                  render: (_, i) => (
                     <Button
                       theme="borderless"
                       onClick={() => setItemDetail(i!)}
                     >
-                      {String(v)}
+                      {i!.alpha_type === "SUPER"
+                        ? `SUPER · ${i!.selection} · ${i!.combo}`
+                        : i!.expression}
                     </Button>
                   ),
                 },
@@ -1055,6 +1101,7 @@ export function BacktestPage({
                           onAction({
                             type: "open_alpha",
                             alpha_id: i!.alpha_id!,
+                            alpha_type: i!.alpha_type,
                             nonce: Date.now(),
                           })
                         }
@@ -1081,7 +1128,21 @@ export function BacktestPage({
                     收起候选详情
                   </Button>
                 </div>
+                {itemDetail.alpha_type === "SUPER" ? (
+                  <>
+                    <h4>Selection</h4>
+                    <pre>{itemDetail.selection}</pre>
+                    <h4>Combo</h4>
+                    <pre>{itemDetail.combo}</pre>
+                    <ComponentsPanel
+                      key={itemDetail.id}
+                      url={`/backtests/items/${itemDetail.id}/artifact?kind=components`}
+                      timezone={timezone}
+                    />
+                  </>
+                ) : (
                   <p>{itemDetail.expression}</p>
+                )}
                 {itemDetail.error && (
                   <Banner type="warning" description={itemDetail.error} />
                 )}

frontend/src/backtests/types.ts

@@ -12,6 +12,9 @@ export type SimulationSettings = {
   language: "FASTEXPR";
   visualization: boolean;
   maxTrade: "ON" | "OFF";
+  selectionHandling?: "POSITIVE" | "NON_ZERO" | "NON_NAN";
+  selectionLimit?: number;
+  componentActivation?: "IS" | "OS";
   maxPosition?: "ON" | "OFF";
 };
 export const initialSettings: SimulationSettings = {
@@ -34,9 +37,15 @@ export type Candidate = {
   client_item_id: string;
   expression: string;
   settings: SimulationSettings;
-  alpha_type?: "REGULAR";
+  alpha_type?: "REGULAR" | "SUPER";
+  selection?: string;
+  combo?: string;
 };
 export type Source = {
+  research_kind?: string | null;
+  superalpha_plan_id?: string | null;
+  superalpha_plan_version?: number | null;
+  selection_snapshot_ids?: string[];
   kind: string;
   reference?: string | null;
   batch_id?: string | null;
@@ -102,6 +111,9 @@ export type Run = {
   scheduler: Scheduler;
 };
 export type Item = {
+  alpha_type: "REGULAR" | "SUPER";
+  selection?: string;
+  combo?: string;
   id: string;
   client_item_id: string;
   expression: string;

frontend/src/components/AlphaDetail.tsx

@@ -1,3 +1,4 @@
+import { ComponentsPanel } from "../superalpha/ComponentsPanel";
 import { useEffect, useRef, useState } from "react";
 import { formatAlphaMetric } from "../alphaMetrics";
 import {
@@ -65,6 +66,7 @@ export function AlphaDetail({
   chatOffset?: number;
 }) {
   const [detail, setDetail] = useState<Detail | null>(null);
+  const [descriptions, setDescriptions] = useState<Record<string, string>>({});
   const [pnl, setPnl] = useState<Pnl | null>(null);
   const [research, setResearch] = useState<Research | null>(null);
   const [tagText, setTagText] = useState("");
@@ -77,6 +79,7 @@ export function AlphaDetail({
     dirty.current = false;
     setConflict(false);
     setDetail(null);
+    setDescriptions({});
     setResearch(null);
     setPnl(null);
     setError("");
@@ -122,6 +125,21 @@ export function AlphaDetail({
       active = false;
     };
   }, [id, tab, version]);
+  useEffect(() => {
+    if (!id || detail?.alpha_type !== "SUPER") return;
+    const c = new AbortController();
+    void api<{ descriptions: Record<string, string> }>(
+      `/superalpha/alphas/${id}`,
+      { signal: c.signal },
+    )
+      .then((value) => {
+        if (!c.signal.aborted) setDescriptions(value.descriptions);
+      })
+      .catch((e: Error) => {
+        if (!c.signal.aborted) setError(e.message);
+      });
+    return () => c.abort();
+  }, [id, detail?.alpha_type, version]);
   async function fetchPnl() {
     try {
       await post("/sync-jobs", { kind: "pnl_refresh", alpha_ids: [id] });
@@ -212,6 +230,11 @@ export function AlphaDetail({
                 <Tag>{detail.alpha_type ?? "类型未提供"}</Tag>
                 <Tag>{detail.language ?? "语言未提供"}</Tag>
                 <Tag>{detail.status ?? "状态未提供"}</Tag>
+                {detail.check_type === "PPAC_CANDIDATE" && (
+                  <Tag color="yellow" size="small" type="light">
+                    候选PPAC
+                  </Tag>
+                )}
               </div>
             </div>
             <a
@@ -222,6 +245,25 @@ export function AlphaDetail({
               <Button>在 BRAIN 中打开 ↗</Button>
             </a>
           </div>
+          {detail.check_type === "PPAC_CANDIDATE" && (
+            <p className="muted">
+              唯一失败项为 PURE_POWER_POOL_THEME，等待平台开放 PPAC
+              主题后可重新检查提交资格。
+            </p>
+          )}
+          {detail.alpha_type === "SUPER" && (
+            <Button
+              onClick={() =>
+                onAction({
+                  type: "open_superalpha_research",
+                  alpha_id: detail.id,
+                  nonce: Date.now(),
+                })
+              }
+            >
+              复制为研究方案
+            </Button>
+          )}
           <Tabs
             className="alpha-detail-tabs"
             activeKey={tab}
@@ -256,6 +298,18 @@ export function AlphaDetail({
                 {detail.combo !== null && (
                   <CodeBlock title="Combo" value={detail.combo} />
                 )}
+                {detail.alpha_type === "SUPER" && (
+                  <>
+                    <CodeBlock
+                      title="Selection Description"
+                      value={descriptions.selection || "未提供"}
+                    />
+                    <CodeBlock
+                      title="Combo Description"
+                      value={descriptions.combo || "未提供"}
+                    />
+                  </>
+                )}
                 <Divider />
                 <h3>回测设置</h3>
                 <DetailFieldGrid
@@ -266,6 +320,17 @@ export function AlphaDetail({
                 />
               </div>
             </TabPane>
+            {detail.alpha_type === "SUPER" && (
+              <TabPane tab="组件证据" itemKey="components">
+                {tab === "components" && (
+                  <ComponentsPanel
+                    key={detail.id}
+                    url={`/superalpha/alphas/${detail.id}/components`}
+                    timezone={timezone}
+                  />
+                )}
+              </TabPane>
+            )}
             <TabPane tab="指标" itemKey="metrics">
               <MetricTable title="IS 指标" values={detail.is_metrics} />
               <Divider />

frontend/src/components/AppSidebar.tsx

@@ -34,10 +34,22 @@ const navigation = [
   },
   { id: "features", label: "特征工程", icon: IconBeaker, group: "研究实验" },
   { id: "variants", label: "Alpha 变体", icon: IconBeaker, group: "研究实验" },
+  {
+    id: "superalpha-research",
+    label: "Super Alpha 研究",
+    icon: IconBeaker,
+    group: "研究实验",
+  },
   { id: "backtests", label: "回测研究", icon: IconBeaker, group: "研究实验" },
   { id: "pipeline", label: "研究流水线", icon: IconBeaker, group: "研究编排" },
   { id: "quantflow", label: "QuantFlow", icon: IconBeaker, group: "研究编排" },
   { id: "alphas", label: "Alpha 管理", icon: IconGridView, group: "研究成果" },
+  {
+    id: "superalphas",
+    label: "Super Alpha 管理",
+    icon: IconGridView,
+    group: "研究成果",
+  },
   { id: "mcp-keys", label: "MCP Key", icon: IconCommand, group: "系统管理" },
   { id: "account", label: "个人信息", icon: IconUser, group: "" },
 ] as const;
@@ -285,7 +297,7 @@ export function AppSidebar({
       >
         <div className="command-items">
           {navigation.map(({ id, label, icon: Icon }) => (
-            <button key={id} onClick={() => navigate(id)}>
+            <button key={id} aria-label={label} onClick={() => navigate(id)}>
               <Icon />
               {label}
             </button>

frontend/src/pages/AlphaPage.tsx

@@ -1,3 +1,4 @@
+import { WorkspaceTable } from "../components/WorkspaceTable";
 import { useCallback, useEffect, useMemo, useRef, useState } from "react";
 import {
   Banner,
@@ -10,7 +11,6 @@ import {
   Popover,
   Pagination,
   Select,
-  Table,
   Tag,
   TextArea,
   Toast,
@@ -99,6 +99,7 @@ const checkLabels = {
   PENDING: "待检查",
   PRE_CHECK: "预检通过",
   PASS: "检查通过",
+  PPAC_CANDIDATE: "候选PPAC",
   FAIL_1: "FAIL=1",
   FAIL_2: "FAIL≥2",
 };
@@ -118,6 +119,9 @@ const initialColumns = [
   "source",
 ];
 const columnLabels: Record<string, string> = {
+  selection: "Selection",
+  combo: "Combo",
+  component_count: "组件数（已核实）",
   source: "研究来源",
   name: "Alpha",
   expression: "表达式",
@@ -147,6 +151,7 @@ const columnLabels: Record<string, string> = {
 };
 
 export function AlphaPage({
+  managementScope = "non_super",
   account,
   taskPanelOpen,
   version,
@@ -160,6 +165,7 @@ export function AlphaPage({
   onOverlay,
   onAction,
 }: {
+  managementScope?: "super" | "non_super";
   account: Account | null;
   taskPanelOpen: boolean;
   version: string;
@@ -173,6 +179,21 @@ export function AlphaPage({
   onOverlay: () => void;
   onAction: (action: WorkspaceAction) => void;
 }) {
+  const columnKey =
+    managementScope === "super" ? "superalpha-columns" : "alpha-columns";
+  const defaultColumns =
+    managementScope === "super"
+      ? initialColumns.flatMap((c) =>
+          c === "expression" ? ["selection", "combo", "component_count"] : [c],
+        )
+      : initialColumns;
+  const menuColumns = Object.fromEntries(
+    Object.entries(columnLabels).filter(([k]) =>
+      managementScope === "super"
+        ? k !== "expression"
+        : !["selection", "combo", "component_count"].includes(k),
+    ),
+  );
   const [data, setData] = useState<Page>({
     items: [],
     total: 0,
@@ -185,6 +206,7 @@ export function AlphaPage({
   const [filterOpen, setFilterOpen] = useState(false);
   const [selectedViewId, setSelectedViewId] = useState<string | null>(null);
   const [submissionBlocked, setSubmissionBlocked] = useState(false);
+  const [ppacCandidate, setPpacCandidate] = useState(false);
   const [submission, setSubmission] = useState<Submission>("UNSUBMITTED");
   const [syncingScope, setSyncingScope] = useState<Submission | null>(null);
   const [page, setPage] = useState(1);
@@ -197,7 +219,7 @@ export function AlphaPage({
   const [visibleColumns, setVisibleColumns] = useState<string[]>(() => {
     try {
       const stored: unknown = JSON.parse(
-        localStorage.getItem("alpha-columns") || "null",
+        localStorage.getItem(columnKey) || "null",
       );
       return Array.isArray(stored)
         ? [
@@ -208,9 +230,9 @@ export function AlphaPage({
               ),
             ]),
           ]
-        : initialColumns;
+        : defaultColumns;
     } catch {
-      return initialColumns;
+      return defaultColumns;
     }
   });
   const [detailId, setDetailId] = useState<string | null>(null);
@@ -223,6 +245,7 @@ export function AlphaPage({
     version: number;
     text: string;
   } | null>(null);
+  const selectionVersions = useRef<Record<string, number>>({});
   const [bulkVersions, setBulkVersions] = useState<Record<string, number>>({});
   const actionNonce = useRef(0);
   const [bulk, setBulk] = useState({
@@ -250,22 +273,34 @@ export function AlphaPage({
   const params = useMemo(
     () => ({
       ...filters,
+      management_scope: managementScope,
       submission,
       submission_blocked: submissionBlocked || undefined,
+      ppac_candidate: ppacCandidate || undefined,
       sort,
       direction,
       limit: pageSize,
       offset: (page - 1) * pageSize,
     }),
-    [filters, submission, submissionBlocked, sort, direction, pageSize, page],
+    [
+      filters,
+      submission,
+      submissionBlocked,
+      ppacCandidate,
+      sort,
+      direction,
+      pageSize,
+      page,
+      managementScope,
+    ],
   );
   const query = queryString(params);
   useEffect(() => {
     if (!active) return;
     onContext({
-      page: "alphas",
+      page: managementScope === "super" ? "superalphas" : "alphas",
       alpha_id: detailId,
-      selected_ids: selected,
+      selected_ids: selected.slice(0, 100),
       filters: Object.fromEntries(
         Object.entries(params).filter(
           ([, value]) => value !== "" && value !== undefined && value !== null,
@@ -274,7 +309,7 @@ export function AlphaPage({
     });
   }, [active, detailId, selected, params, onContext]);
   useEffect(() => {
-    if (!action || actionNonce.current === action.nonce) return;
+    if (!active || !action || actionNonce.current === action.nonce) return;
     actionNonce.current = action.nonce;
     if (action.type === "open_alpha") {
       setDetailId(action.alpha_id);
@@ -289,6 +324,7 @@ export function AlphaPage({
         offset: _offset,
         submission: nextSubmission,
         submission_blocked: nextBlocked,
+        ppac_candidate: nextPpacCandidate,
         ...values
       } = action.filters;
       const next = Object.fromEntries(
@@ -303,10 +339,13 @@ export function AlphaPage({
       if (nextSubmission === "SUBMITTED" || nextSubmission === "UNSUBMITTED")
         setSubmission(nextSubmission);
       setSubmissionBlocked(nextBlocked === true || nextBlocked === "true");
+      setPpacCandidate(
+        nextPpacCandidate === true || nextPpacCandidate === "true",
+      );
       if (nextSort) setSort(String(nextSort));
       if (nextDirection) setDirection(String(nextDirection));
     }
-  }, [action, onOverlay]);
+  }, [action, onOverlay, active]);
   const refresh = useCallback(() => setLocalVersion((n) => n + 1), []);
   useEffect(() => {
     if (!active) return;
@@ -315,7 +354,9 @@ export function AlphaPage({
     setError("");
     Promise.all([
       api<Page>(`/alphas?${query}`, { signal: controller.signal }),
-      api<Facets>("/alphas/facets", { signal: controller.signal }),
+      api<Facets>(`/alphas/facets?management_scope=${managementScope}`, {
+        signal: controller.signal,
+      }),
     ])
       .then(([results, nextFacets]) => {
         if (!controller.signal.aborted) {
@@ -333,6 +374,9 @@ export function AlphaPage({
   }, [active, query, version, localVersion]);
   useEffect(() => {
     setSelected([]);
+    selectionVersions.current = {};
+  }, [filters, submission, submissionBlocked, ppacCandidate, managementScope]);
+  useEffect(() => {
     tablePanel.current?.querySelector(".semi-table-body")?.scrollTo({ top: 0 });
   }, [query]);
   function updateDraft(key: string, value: unknown) {
@@ -358,6 +402,7 @@ export function AlphaPage({
     setDirection("desc");
     setSubmission(value === "SUBMITTED" ? "SUBMITTED" : "UNSUBMITTED");
     setSubmissionBlocked(value === "SUBMISSION_BLOCKED");
+    setPpacCandidate(value === "PPAC_CANDIDATE");
     setDraft({});
     setFilters({});
     setPage(1);
@@ -464,6 +509,24 @@ export function AlphaPage({
         </code>
       ),
     },
+    ...(["selection", "combo"] as const).map(
+      (key): ColumnProps<Alpha> => ({
+        key,
+        title: columnLabels[key],
+        width: 260,
+        render: (_, row) => (
+          <code title={row![`${key}_preview`]}>
+            {row![`${key}_preview`] || "未提供"}
+          </code>
+        ),
+      }),
+    ),
+    {
+      key: "component_count",
+      title: "组件数（已核实）",
+      width: 140,
+      render: (_, row) => row!.component_count ?? "未核实",
+    },
     {
       key: "source",
       title: "研究来源",
@@ -528,8 +591,12 @@ export function AlphaPage({
       width: 125,
       render: (_, row) => (
         <Tag
+          size="small"
+          type="light"
           color={
-            row!.check_type?.startsWith("FAIL")
+            row!.check_type === "PPAC_CANDIDATE"
+              ? "yellow"
+              : row!.check_type?.startsWith("FAIL")
                 ? "red"
                 : row!.check_type === "PASS"
                   ? "green"
@@ -953,8 +1020,10 @@ export function AlphaPage({
       {error && <Banner type="danger" description={error} />}
       <section className="library-panel" ref={tablePanel}>
         <SavedViews
+          managementScope={managementScope}
           submission={submission}
           submissionBlocked={submissionBlocked}
+          ppacCandidate={ppacCandidate}
           selectedId={selectedViewId}
           onSelect={setSelectedViewId}
           onSubmissionChange={changeSubmission}
@@ -964,6 +1033,7 @@ export function AlphaPage({
             ...filters,
             submission,
             submission_blocked: submissionBlocked || undefined,
+            ppac_candidate: ppacCandidate || undefined,
             sort,
             direction,
             limit: pageSize,
@@ -974,6 +1044,7 @@ export function AlphaPage({
             const {
               submission: savedSubmission,
               submission_blocked: savedBlocked,
+              ppac_candidate: savedPpacCandidate,
               sort: savedSort,
               direction: savedDirection,
               limit,
@@ -995,6 +1066,9 @@ export function AlphaPage({
             setSubmissionBlocked(
               savedBlocked === true || savedBlocked === "true",
             );
+            setPpacCandidate(
+              savedPpacCandidate === true || savedPpacCandidate === "true",
+            );
             setSort(String(savedSort || "date_created"));
             setDirection(String(savedDirection || "desc"));
             if (typeof limit === "number") setPageSize(limit);
@@ -1005,7 +1079,7 @@ export function AlphaPage({
               ]),
             ];
             setVisibleColumns(next);
-            localStorage.setItem("alpha-columns", JSON.stringify(next));
+            localStorage.setItem(columnKey, JSON.stringify(next));
           }}
         />
         <div
@@ -1058,7 +1132,7 @@ export function AlphaPage({
                   <CheckboxGroup
                     direction="vertical"
                     value={displayedColumns}
-                    options={Object.entries(columnLabels).map(
+                    options={Object.entries(menuColumns).map(
                       ([value, label]) => ({
                         value,
                         label,
@@ -1071,10 +1145,7 @@ export function AlphaPage({
                     onChange={(values) => {
                       const next = values.map(String);
                       setVisibleColumns(next);
-                      localStorage.setItem(
+                      localStorage.setItem(columnKey, JSON.stringify(next));
-                        "alpha-columns",
-                        JSON.stringify(next),
-                      );
                     }}
                   />
                 </div>
@@ -1221,9 +1292,7 @@ export function AlphaPage({
               onClick={() => {
                 setBulkVersions(
                   Object.fromEntries(
-                    data.items
+                    selected.map((id) => [id, selectionVersions.current[id]]),
-                      .filter((row) => selected.includes(row.id))
-                      .map((row) => [row.id, row.research.version]),
                   ),
                 );
                 setBulkOpen(true);
@@ -1252,7 +1321,8 @@ export function AlphaPage({
             </Button>
           </div>
         )}
-        <Table<Alpha>
+        <WorkspaceTable<Alpha>
+          fill
           columns={columns}
           dataSource={data.items}
           rowKey="id"
@@ -1265,7 +1335,19 @@ export function AlphaPage({
           }}
           rowSelection={{
             selectedRowKeys: selected,
-            onChange: (keys) => setSelected((keys ?? []).map(String)),
+            onChange: (keys) => {
+              const pageIds = new Set(data.items.map((r) => r.id));
+              const nextIds = (keys ?? [])
+                .map(String)
+                .filter((id) => pageIds.has(id));
+              for (const row of data.items)
+                if (nextIds.includes(row.id))
+                  selectionVersions.current[row.id] = row.research.version;
+              setSelected((old) => [
+                ...old.filter((id) => !pageIds.has(id)),
+                ...nextIds,
+              ]);
+            },
             fixed: !compact,
           }}
           pagination={false}
@@ -1273,12 +1355,16 @@ export function AlphaPage({
             <Empty
               className="alpha-empty"
               title={
-                activeFilterCount
+                ppacCandidate
+                  ? "没有符合条件的候选PPAC"
+                  : activeFilterCount
                     ? "没有符合条件的 Alpha"
                     : "从第一个 Alpha 开始"
               }
               description={
-                activeFilterCount
+                ppacCandidate
+                  ? "仅收录未提交且唯一失败项为 PURE_POWER_POOL_THEME 的 Alpha，等待平台开放 PPAC 主题。"
+                  : activeFilterCount
                     ? "调整筛选条件，探索更多信号。"
                     : "连接 WorldQuant 并同步数据，或通过 Alpha ID 导入已有研究。"
               }
@@ -1288,7 +1374,9 @@ export function AlphaPage({
         <footer className="table-pagination" aria-label="Alpha 分页">
           <div className="alpha-table-meta">
             <span className="muted">
-              {submissionBlocked
+              {ppacCandidate
+                ? "候选PPAC"
+                : submissionBlocked
                   ? "提交受阻"
                   : submission === "UNSUBMITTED"
                     ? "待提交"

frontend/src/pages/MCPKeysPage.tsx

@@ -25,12 +25,12 @@ const scopes = [
   [
     "research:refresh",
     "刷新研究数据",
-    "更新缓存、检查自相关及恢复 WorldQuant 认证",
+    "更新缓存、预览 SUPER 组件、检查自相关及恢复 WorldQuant 认证",
   ],
   [
     "research:write",
-    "保存研究模板",
+    "保存研究模板与方案",
-    "保存大模型总结的模板及来源，供后续批量回测",
+    "保存模板、Super Alpha 方案及构造候选，不执行回测",
   ],
   ["backtests:execute", "执行回测", "提交新的回测批次"],
   ["backtests:control", "控制回测", "暂停、继续、停止与恢复采集"],

frontend/src/research/CandidateTable.tsx

@@ -0,0 +1,93 @@
+import { useState } from "react";
+import { Pagination } from "@douyinfe/semi-ui-19";
+import { WorkspaceTable } from "../components/WorkspaceTable";
+import type { ResearchCandidate } from "./workspaceTypes";
+
+/** Selection spans pages; eligibility is supplied by the producing workflow. */
+export function CandidateTable({
+  candidates,
+  selected,
+  onSelectionChange,
+  disabled = false,
+  requireValidation = false,
+}: {
+  candidates: ResearchCandidate[];
+  selected: string[];
+  onSelectionChange: (ids: string[]) => void;
+  disabled?: boolean;
+  requireValidation?: boolean;
+}) {
+  const [page, setPage] = useState(1);
+  const [pageSize, setPageSize] = useState(25);
+  return (
+    <>
+      <WorkspaceTable<ResearchCandidate>
+        dataSource={candidates.slice((page - 1) * pageSize, page * pageSize)}
+        className="research-candidate-table"
+        rowKey="client_item_id"
+        scroll={{ x: 1120, y: 400 }}
+        empty="暂无候选表达式。"
+        rowSelection={{
+          width: 48,
+          disabled,
+          selectedRowKeys: selected,
+          onChange: (keys) => onSelectionChange((keys ?? []).map(String)),
+          getCheckboxProps: (candidate) => ({
+            disabled:
+              disabled ||
+              (requireValidation && candidate.validation?.status !== "valid"),
+            "aria-label": `选择候选 ${candidate.client_item_id}`,
+            title: requireValidation
+              ? [
+                  ...(candidate.validation?.syntax ?? []),
+                  ...(candidate.validation?.types ?? []),
+                  ...(candidate.validation?.availability ?? []),
+                ].join("；")
+              : undefined,
+          }),
+        }}
+        columns={[
+          {
+            title: "表达式",
+            dataIndex: "expression",
+            width: 420,
+            render: (value) => <code title={value}>{value}</code>,
+          },
+          ...(
+            [
+              ["neutralization", "Neutralization", 170],
+              ["decay", "Decay", 90],
+              ["truncation", "Truncation", 120],
+              ["maxTrade", "Max Trade", 120],
+              ["nanHandling", "NaN Handling", 150],
+            ] as const
+          ).map(([key, title, width]) => ({
+            key,
+            title,
+            width,
+            render: (_: unknown, candidate: ResearchCandidate) =>
+              candidate.settings[key],
+          })),
+        ]}
+      />
+      <div className="table-pagination workspace-table-footer">
+        <span>
+          共 {candidates.length} 个候选 · 已选 {selected.length} 个
+        </span>
+        <Pagination
+          currentPage={page}
+          pageSize={pageSize}
+          total={candidates.length}
+          showSizeChanger
+          pageSizeOpts={[25, 50, 100]}
+          preventPageChangeOnPageSizeChange
+          onPageChange={setPage}
+          onPageSizeChange={(size) => {
+            setPageSize(size);
+            setPage(1);
+          }}
+        />
+      </div>
+    </>
+  );
+}

frontend/src/research/ExperimentView.tsx

@@ -1,19 +1,12 @@
 import { useState } from "react";
-import {
+import { Banner, Button, Toast } from "@douyinfe/semi-ui-19";
-  Banner,
-  Button,
-  Checkbox,
-  Table,
-  Tag,
-  Toast,
-} from "@douyinfe/semi-ui-19";
 import { post, formatTime } from "../api";
 import type { UIAction } from "../ai/types";
 import type { Experiment } from "./workspaceTypes";
 import { EvaluationPanel } from "./EvaluationPanel";
 import { LineagePanel } from "./LineagePanel";
 import { ResearchSelect } from "./ResearchSelect";
-import { validationLabel } from "./workspaceTypes";
+import { CandidateTable } from "./CandidateTable";
 import { DeleteResearchButton } from "./DeleteResearchButton";
 
 export function ExperimentView({
@@ -33,7 +26,7 @@ export function ExperimentView({
   const [runId, setRunId] = useState(experiment.backtest_run_ids[0]);
   const [busy, setBusy] = useState(false);
   const valid = experiment.candidates.filter(
-    (c) => c.validation.status === "valid",
+    (c) => c.validation?.status === "valid",
   );
   async function preview() {
     setBusy(true);
@@ -72,7 +65,10 @@ export function ExperimentView({
           生成回测确认预览{selected.length ? `（${selected.length}）` : ""}
         </Button>
       </div>
+      <details>
+        <summary>研究描述</summary>
         <p>{experiment.hypothesis}</p>
+      </details>
       {experiment.archived ? (
         <Banner
           type="info"
@@ -92,175 +88,12 @@ export function ExperimentView({
         type="info"
         description="候选已保存为不可变研究记录。本地校验不保证平台可执行；在回测预览中确认后才开始模拟。"
       />
-      <div className="research-table-scroll">
+      <CandidateTable
-        <Table<Experiment["candidates"][number]>
+        candidates={experiment.candidates}
-          className="research-table"
+        selected={selected}
-          dataSource={experiment.candidates}
+        onSelectionChange={setSelected}
-          rowKey="client_item_id"
+        requireValidation
-          pagination={false}
-          size="small"
-          style={{ minWidth: 840 }}
-          empty="暂无候选表达式。"
-          columns={[
-            {
-              title: "选择",
-              key: "selection",
-              width: 64,
-              render: (_, candidate) => (
-                <Checkbox
-                  aria-label={`选择候选 ${candidate.client_item_id}`}
-                  disabled={candidate.validation.status !== "valid"}
-                  checked={selected.includes(candidate.client_item_id)}
-                  onChange={(event) =>
-                    setSelected((old) =>
-                      event.target.checked
-                        ? [...old, candidate.client_item_id]
-                        : old.filter((id) => id !== candidate.client_item_id),
-                    )
-                  }
       />
-              ),
-            },
-            {
-              title: "候选表达式",
-              key: "expression",
-              render: (_, candidate) => (
-                <>
-                  <code>{candidate.expression}</code>
-                  <details>
-                    <summary>绑定与改动</summary>
-                    <pre>
-                      {JSON.stringify(
-                        {
-                          bindings: candidate.bindings,
-                          changes: candidate.changes,
-                        },
-                        null,
-                        2,
-                      )}
-                    </pre>
-                  </details>
-                </>
-              ),
-            },
-            {
-              title: "市场与设置",
-              key: "settings",
-              width: 240,
-              render: (_, candidate) => (
-                <>
-                  {candidate.settings.region} / {candidate.settings.universe} /
-                  D{candidate.settings.delay}
-                  <br />
-                  {candidate.settings.neutralization} · decay{" "}
-                  {candidate.settings.decay}
-                </>
-              ),
-            },
-            {
-              title: "校验",
-              key: "validation",
-              width: 180,
-              render: (_, candidate) => (
-                <>
-                  <Tag
-                    color={
-                      candidate.validation.status === "valid"
-                        ? "green"
-                        : "orange"
-                    }
-                  >
-                    {validationLabel[candidate.validation.status]}
-                  </Tag>
-                  {(["syntax", "types", "availability"] as const).map((key) =>
-                    candidate.validation[key].map((issue, index) => (
-                      <p key={`${key}-${index}`}>
-                        {
-                          {
-                            syntax: "语法",
-                            types: "类型",
-                            availability: "可用性",
-                          }[key]
-                        }
-                        ：{issue}
-                      </p>
-                    )),
-                  )}
-                </>
-              ),
-            },
-          ]}
-        />
-      </div>
-      <div className="research-lineage">
-        <strong>研究来源</strong>
-        <span>实验 {experiment.id}</span>
-        {experiment.evidence.template?.id && (
-          <Button
-            theme="borderless"
-            onClick={() =>
-              onAction({
-                type: "open_template",
-                asset_id: experiment.evidence.template!.id,
-                version: experiment.evidence.template!.version,
-                nonce: Date.now(),
-              })
-            }
-          >
-            模板 v{experiment.evidence.template.version}
-          </Button>
-        )}
-        {experiment.inputs.map((input) => (
-          <Button
-            key={input.id}
-            theme="borderless"
-            onClick={() =>
-              onAction({
-                type: "open_research_input",
-                input_id: input.id,
-                nonce: Date.now(),
-              })
-            }
-          >
-            {input.name} · {input.scope.region}/{input.scope.universe}/D
-            {input.scope.delay}
-          </Button>
-        ))}
-        {experiment.parents.map((parent) => (
-          <Button
-            key={`${parent.kind}:${parent.id}`}
-            theme="borderless"
-            onClick={() =>
-              onAction(
-                parent.kind === "alpha"
-                  ? {
-                      type: "open_alpha",
-                      alpha_id: parent.id,
-                      nonce: Date.now(),
-                    }
-                  : {
-                      type: "open_experiment",
-                      experiment_id: parent.id,
-                      nonce: Date.now(),
-                    },
-              )
-            }
-          >
-            父来源：{parent.id}
-          </Button>
-        ))}
-        {experiment.backtest_run_ids.map((id) => (
-          <Button
-            key={id}
-            theme="borderless"
-            onClick={() =>
-              onAction({ type: "open_backtest", run_id: id, nonce: Date.now() })
-            }
-          >
-            查看关联回测
-          </Button>
-        ))}
-      </div>
       <div className="inline-actions">
         <Button onClick={() => setAssessment((v) => !v)}>评估研究结果</Button>
         <Button onClick={() => setRelations((v) => !v)}>查看变体关系</Button>

frontend/src/research/ResearchWorkspace.tsx

@@ -13,9 +13,12 @@ import {
   Input,
   InputNumber,
   Table,
+  Tabs,
   TextArea,
   Toast,
+  Typography,
 } from "@douyinfe/semi-ui-19";
+import { WorkspaceTable } from "../components/WorkspaceTable";
 import { ResearchInput } from "../ai/ResearchInput";
 import { IconAIEditLevel3 } from "@douyinfe/semi-icons";
 import { api, post, formatTime } from "../api";
@@ -30,17 +33,11 @@ import {
 } from "./workspaceTypes";
 import { TemplateEditor } from "./TemplateEditor";
 import { ExperimentView } from "./ExperimentView";
+import { TemplateCandidateSet } from "./TemplateCandidateSet";
 import { DeleteResearchButton } from "./DeleteResearchButton";
 import { ComparisonPanel } from "./ComparisonPanel";
 import "./workspace.css";
 
-type ImportResult = {
-  templates: Template[];
-  digest: string;
-  conflicts: unknown[];
-  errors: unknown[];
-  differences?: unknown[];
-};
 export function ResearchWorkspace({
   page,
   active,
@@ -54,6 +51,7 @@ export function ResearchWorkspace({
   onAction: (action: UIAction) => void;
   onContext: (context: PageContext) => void;
 }) {
+  const [detailTab, setDetailTab] = useState("editor");
   const [detailOpen, setDetailOpen] = useState(false);
   const [detailMode, setDetailMode] = useState<"editor" | "experiment">(
     "editor",
@@ -86,11 +84,27 @@ export function ResearchWorkspace({
   const [assetTotal, setAssetTotal] = useState(0);
   const [historyTotal, setHistoryTotal] = useState(0);
   const refreshSequence = useRef(0);
-  const [importText, setImportText] = useState("");
+  const CandidateView =
-  const [importResult, setImportResult] = useState<ImportResult | null>(null);
+    experiment?.kind === "template" ? TemplateCandidateSet : ExperimentView;
   const selectedInputs = inputs.filter((input) => inputIds.includes(input.id));
   const dirty =
     !asset || JSON.stringify(template) !== JSON.stringify(asset.content);
+  const generationKey = JSON.stringify([
+    asset?.id,
+    asset?.version,
+    template,
+    inputIds,
+    inputs,
+    settings,
+    mode,
+    limit,
+    seed,
+  ]);
+  const currentGeneration = useRef(generationKey);
+  currentGeneration.current = generationKey;
+  useEffect(() => {
+    if (page === "templates" && detailMode === "editor") setExperiment(null);
+  }, [page, template, inputIds, inputs, settings, mode, limit, seed]);
   async function task(label: string, action: () => Promise<void>) {
     setBusy(label);
     setError("");
@@ -104,13 +118,12 @@ export function ResearchWorkspace({
   }
   async function refresh() {
     const sequence = ++refreshSequence.current;
-    const [nextAssets, nextInputs, nextHistory] = await Promise.all([
+    const [nextAssets, nextHistory] = await Promise.all([
       api<{ items: Asset[]; total: number }>(
         `/research/assets?kind=template&limit=25&offset=${assetPage * 25}&q=${encodeURIComponent(search)}`,
       ),
-      Promise.resolve({ items: inputs }),
       api<{ items: typeof history; total: number }>(
-        `/research/experiments?limit=25&offset=${historyPage * 25}`,
+        `/research/experiments?kind=${page === "templates" ? "template" : "variant"}&limit=25&offset=${historyPage * 25}`,
       ),
     ]);
     if (sequence !== refreshSequence.current) return;
@@ -123,7 +136,6 @@ export function ResearchWorkspace({
       Math.min(current, Math.max(0, Math.ceil(nextHistory.total / 25) - 1)),
     );
     setAssets(nextAssets.items);
-    setInputs(nextInputs.items);
     setHistory(nextHistory.items);
   }
   useEffect(() => {
@@ -150,6 +162,7 @@ export function ResearchWorkspace({
       ["open_experiment", "open_template", "open_variant"].includes(action.type)
     ) {
       setDetailOpen(true);
+      setDetailTab("editor");
       setDetailMode(
         action.type === "open_experiment" ? "experiment" : "editor",
       );
@@ -165,32 +178,34 @@ export function ResearchWorkspace({
         const next = await api<Asset>(
           `/research/assets/${action.asset_id}${action.version ? `?version=${action.version}` : ""}`,
         );
-        setAsset(next);
+        openTemplate(next);
-        setTemplate(next.content);
-        const feature = next.provenance?.feature;
-        if (feature) {
-          setInputIds(feature.content.input_ids);
-          setHypothesis(feature.content.hypothesis);
-          const fixed = feature.provenance?.inputs || [];
-          setInputs((old) => [
-            ...old,
-            ...fixed.filter((i) => !old.some((o) => o.id === i.id)),
-          ]);
-          const first = fixed[0];
-          if (first)
-            setSettings((old) => ({
-              ...old,
-              region: first.scope.region,
-              universe: first.scope.universe,
-              delay: first.scope.delay,
-            }));
-        }
       });
     if (action.type === "open_variant") {
       setParent(action.alpha_id);
       setMethod("structure");
     }
   }, [active, action]);
+  function openTemplate(next: Asset) {
+    setAsset(next);
+    setTemplate(next.content);
+    setExperiment(null);
+    const feature = next.provenance?.feature;
+    const fixed = feature?.provenance?.inputs || [];
+    setInputIds(feature?.content.input_ids || []);
+    setInputs(fixed);
+    setHypothesis(feature?.content.hypothesis || "");
+    const first = fixed[0];
+    setSettings({
+      ...initialSettings,
+      ...(first
+        ? {
+            region: first.scope.region,
+            universe: first.scope.universe,
+            delay: first.scope.delay,
+          }
+        : {}),
+    });
+  }
   async function save() {
     const next = asset
       ? await api<Asset>(`/research/assets/${asset.id}`, {
@@ -253,14 +268,21 @@ export function ResearchWorkspace({
       asset_id: asset!.id,
       version: asset!.version,
       ...researchSelection(inputIds, inputs),
-      hypothesis,
+      hypothesis:
+        page === "templates"
+          ? template.description.trim() || `使用模板：${template.name}`
+          : hypothesis,
       settings,
       mode,
       limit,
       seed,
       parent_alpha_ids: parent ? parent.split(/[,，\s]+/).filter(Boolean) : [],
     });
+    if (page === "templates" && currentGeneration.current !== generationKey) {
+      throw new Error("回测准备已改变，请按当前配置重新生成候选集合");
+    }
     setExperiment(next);
+    setDetailTab("prepare");
     await refresh();
   }
   const combination = Object.values(template.variables)
@@ -308,6 +330,11 @@ export function ResearchWorkspace({
                 setAsset(null);
                 setTemplate(blankTemplate());
                 setExperiment(null);
+                setInputIds([]);
+                setInputs([]);
+                setHypothesis("");
+                setSettings(initialSettings);
+                setDetailTab("editor");
                 setDetailMode("editor");
                 setDetailOpen(true);
               }}
@@ -354,20 +381,20 @@ export function ResearchWorkspace({
         }
       >
         {listMode === "assets" ? (
-          <>
+          <div className="research-template-table-container">
-            <Table<Asset>
+            <WorkspaceTable<Asset>
-              className="research-table"
+              key={JSON.stringify([search, assetPage])}
+              fill
               dataSource={assets}
               rowKey="id"
-              pagination={false}
+              scroll={{ x: 800, y: "100%" }}
-              size="small"
+              empty="还没有模板。新建一个模板开始研究。"
-              sticky
-              style={{ minWidth: 720 }}
-              empty="还没有模板。新建或导入一个模板开始研究。"
               columns={[
                 {
                   title: "模板名称",
                   key: "name",
+                  width: 280,
+                  ellipsis: { showTitle: false },
                   render: (_, item) => (
                     <Button
                       theme="borderless"
@@ -376,15 +403,20 @@ export function ResearchWorkspace({
                           const next = await api<Asset>(
                             `/research/assets/${item.id}`,
                           );
-                          setAsset(next);
+                          openTemplate(next);
-                          setTemplate(next.content);
+                          setDetailTab("editor");
-                          setExperiment(null);
                           setDetailMode("editor");
                           setDetailOpen(true);
                         })
                       }
+                    >
+                      <Typography.Text
+                        size="inherit"
+                        style={{ width: "100%", color: "inherit" }}
+                        ellipsis={{ showTooltip: true }}
                       >
                         {item.name}
+                      </Typography.Text>
                     </Button>
                   ),
                 },
@@ -397,8 +429,17 @@ export function ResearchWorkspace({
                 {
                   title: "表达式",
                   key: "expression",
-                  width: 260,
+                  width: undefined,
-                  render: (_, item) => <code>{item.content.expression}</code>,
+                  ellipsis: { showTitle: false },
+                  render: (_, item) => (
+                    <Typography.Text
+                      className="research-template-expression"
+                      style={{ width: "100%" }}
+                      ellipsis={{ showTooltip: true }}
+                    >
+                      {item.content.expression}
+                    </Typography.Text>
+                  ),
                 },
                 {
                   title: "分类",
@@ -412,6 +453,7 @@ export function ResearchWorkspace({
                   key: "actions",
                   width: 80,
                   render: (_, item) => (
+                    <div className="workspace-cell-actions">
                       <DeleteResearchButton
                         name={item.name}
                         label="模板"
@@ -420,11 +462,12 @@ export function ResearchWorkspace({
                           task("删除模板", () => removeAsset(item))
                         }
                       />
+                    </div>
                   ),
                 },
               ]}
             />
-          </>
+          </div>
         ) : (
           <>
             <Table<(typeof history)[number]>
@@ -504,7 +547,7 @@ export function ResearchWorkspace({
         {error && <Banner type="danger" description={error} />}
         {detailMode === "experiment" ? (
           experiment && (
-            <ExperimentView
+            <CandidateView
               key={experiment.id}
               experiment={experiment}
               onAction={onAction}
@@ -519,9 +562,23 @@ export function ResearchWorkspace({
             {asset?.archived && (
               <Banner
                 type="info"
-                description="此模板已删除，当前显示保留的历史版本；可另存新模板继续编辑。"
+                description="此模板已删除，当前仅显示保留的历史版本。"
               />
             )}
+            {page === "templates" && (
+              <Tabs
+                type="card"
+                activeKey={detailTab}
+                onChange={setDetailTab}
+                tabPaneMotion={false}
+                tabList={[
+                  { itemKey: "editor", tab: "模板详情" },
+                  { itemKey: "prepare", tab: "回测准备" },
+                ]}
+              />
+            )}
+            {page === "variants" && (
+              <div>
                 <section className="research-card">
                   <h3>研究输入与假设</h3>
                   {page === "variants" && (
@@ -639,11 +696,15 @@ export function ResearchWorkspace({
                     </div>
                   )}
                 </section>
+              </div>
+            )}
             {page !== "variants" || method === "structure" ? (
+              <>
+                <div hidden={page === "templates" && detailTab !== "editor"}>
                   <section className="research-card">
                     <div className="research-section-heading">
                       <h3>
-                    编辑与展开{asset && ` · v${asset.version}`}
+                        模板信息{asset && ` · v${asset.version}`}
                         {dirty && " · 未保存"}
                       </h3>
                     </div>
@@ -651,7 +712,26 @@ export function ResearchWorkspace({
                       value={template}
                       onChange={setTemplate}
                       inputs={selectedInputs}
+                      definitionsOnly={page === "templates"}
                     />
+                    {page === "templates" ? (
+                      <div className="research-toolbar">
+                        <Button
+                          theme="solid"
+                          disabled={!!busy || asset?.archived || !dirty}
+                          onClick={() => void task("保存模板", save)}
+                        >
+                          保存
+                        </Button>
+                        <Button
+                          disabled={!!busy || !asset || asset.archived}
+                          onClick={() => void task("新增版本", save)}
+                        >
+                          新增版本
+                        </Button>
+                      </div>
+                    ) : (
+                      <>
                         {asset && (
                           <div className="research-toolbar">
                             <span>版本记录</span>
@@ -664,7 +744,10 @@ export function ResearchWorkspace({
                                     assets.find((item) => item.id === asset.id)
                                       ?.version || asset.version,
                                 },
-                        (_, i) => ({ value: i + 1, label: `v${i + 1}` }),
+                                (_, i) => ({
+                                  value: i + 1,
+                                  label: `v${i + 1}`,
+                                }),
                               )}
                               onChange={(version) =>
                                 void task("读取历史版本", async () => {
@@ -708,6 +791,47 @@ export function ResearchWorkspace({
                           )}
                           <span>组合规模：{combination}</span>
                         </div>
+                      </>
+                    )}
+                  </section>
+                </div>
+                <div hidden={page === "templates" && detailTab !== "prepare"}>
+                  <section className="research-card">
+                    <h3>回测准备</h3>
+                    <div aria-label="回测表达式">
+                      <h4>表达式</h4>
+                      <pre>{template.expression}</pre>
+                    </div>
+                    {page === "templates" && (
+                      <>
+                        <label>
+                          数据准备
+                          <ResearchDataInput
+                            label="选择回测数据准备"
+                            ids={inputIds}
+                            inputs={inputs}
+                            onChange={(ids, rows) => {
+                              setInputs(rows);
+                              setInputIds(ids);
+                              const first = rows.find((r) => r.id === ids[0]);
+                              if (first)
+                                setSettings((old) => ({
+                                  ...old,
+                                  region: first.scope.region,
+                                  universe: first.scope.universe,
+                                  delay: first.scope.delay,
+                                }));
+                            }}
+                          />
+                        </label>
+                        {dirty && (
+                          <Banner
+                            type="warning"
+                            description="请返回模板详情，保存模板版本后再生成候选。"
+                          />
+                        )}
+                      </>
+                    )}
                     <div className="research-form-grid">
                       <label>
                         展开方式
@@ -741,6 +865,9 @@ export function ResearchWorkspace({
                       </label>
                     </div>
                     <SimulationSettingsEditor
+                      validationMode={
+                        page === "templates" ? "combination" : "platform"
+                      }
                       value={settings}
                       onChange={setSettings}
                       {...options}
@@ -754,15 +881,31 @@ export function ResearchWorkspace({
                       disabled={
                         dirty ||
                         !inputIds.length ||
-                    !hypothesis ||
+                        (page === "variants" && !hypothesis) ||
                         !!busy ||
                         !settingsValid
                       }
                       onClick={() => void task("生成候选", expand)}
                     >
-                  保存候选研究记录
+                      生成候选集合
                     </Button>
+                    {(!inputIds.length ||
+                      (page === "variants" && !hypothesis) ||
+                      !settingsValid) && (
+                      <p className="research-hint">
+                        待完成：
+                        {[
+                          !inputIds.length && "选择固定研究输入",
+                          page === "variants" && !hypothesis && "填写研究假设",
+                          !settingsValid && "检查模拟设置",
+                        ]
+                          .filter(Boolean)
+                          .join("、")}
+                      </p>
+                    )}
                   </section>
+                </div>
+              </>
             ) : (
               <section className="research-card">
                 <h3>目标范围检查</h3>
@@ -789,8 +932,9 @@ export function ResearchWorkspace({
                 </Button>
               </section>
             )}
+            <div hidden={page === "templates" && detailTab !== "prepare"}>
               {experiment && (
-              <ExperimentView
+                <CandidateView
                   key={experiment.id}
                   experiment={experiment}
                   onAction={onAction}
@@ -800,65 +944,7 @@ export function ResearchWorkspace({
                   }
                 />
               )}
-            {page === "templates" && (
+            </div>
-              <details className="research-card">
-                <summary>导入旧模板</summary>
-                <p>
-                  粘贴 cnhk 模板 JSON
-                  或模板数组。先预览转换结果，同名模板不会自动覆盖。
-                </p>
-                <TextArea
-                  aria-label="导入模板 JSON"
-                  value={importText}
-                  onChange={(text) => {
-                    setImportText(text);
-                    setImportResult(null);
-                  }}
-                  autosize={{ minRows: 4, maxRows: 12 }}
-                />
-                <Button
-                  disabled={!!busy || !importText}
-                  onClick={() =>
-                    void task("预览导入", async () => {
-                      const data = JSON.parse(importText);
-                      setImportResult(
-                        await post("/research/templates/import-preview", {
-                          templates: Array.isArray(data) ? data : [data],
-                        }),
-                      );
-                    })
-                  }
-                >
-                  预览导入差异
-                </Button>
-                {importResult && (
-                  <>
-                    <pre>{JSON.stringify(importResult, null, 2)}</pre>
-                    <Button
-                      disabled={
-                        !!busy ||
-                        !!importResult.errors?.length ||
-                        !!importResult.conflicts?.length
-                      }
-                      onClick={() =>
-                        void task("导入模板", async () => {
-                          await post("/research/templates/import", {
-                            templates: importResult.templates,
-                            digest: importResult.digest,
-                          });
-                          setImportResult(null);
-                          setImportText("");
-                          await refresh();
-                          Toast.success("导入完成");
-                        })
-                      }
-                    >
-                      确认导入
-                    </Button>
-                  </>
-                )}
-              </details>
-            )}
             {page === "variants" && (
               <ComparisonPanel key={parent} baseline={parent} />
             )}

frontend/src/research/SavedViews.tsx

@@ -44,10 +44,12 @@ function filterSignature(filters: Record<string, unknown>) {
 }
 
 export function SavedViews({
+  managementScope = "non_super",
   filters,
   columns,
   submission,
   submissionBlocked,
+  ppacCandidate,
   selectedId,
   onSelect,
   onSubmissionChange,
@@ -55,10 +57,12 @@ export function SavedViews({
   suspended,
   onOverlay,
 }: {
+  managementScope?: "super" | "non_super";
   filters: Record<string, unknown>;
   columns: string[];
   submission: Submission;
   submissionBlocked: boolean;
+  ppacCandidate: boolean;
   selectedId: string | null;
   onSelect: (id: string | null) => void;
   onSubmissionChange: (submission: string) => void;
@@ -73,6 +77,11 @@ export function SavedViews({
   const [busy, setBusy] = useState(false);
   const [revision, setRevision] = useState(0);
   const current = items.find((item) => item.id === selectedId);
+  const fixedTab = ppacCandidate
+    ? "PPAC_CANDIDATE"
+    : submissionBlocked
+      ? "SUBMISSION_BLOCKED"
+      : submission;
   const modified =
     current &&
     (filterSignature(filters) !== filterSignature(current.content.filters) ||
@@ -90,13 +99,22 @@ export function SavedViews({
         views.push(...result.items);
         if (views.length >= result.total || result.items.length === 0) break;
       }
-      if (!controller.signal.aborted) setItems(views);
+      if (!controller.signal.aborted)
+        setItems(
+          views.filter(
+            (v) =>
+              (v.content.filters.management_scope ??
+                (v.content.filters.alpha_type === "SUPER"
+                  ? "super"
+                  : "non_super")) === managementScope,
+          ),
+        );
     }
     void load().catch((error: Error) => {
       if (!controller.signal.aborted) Toast.error(error.message);
     });
     return () => controller.abort();
-  }, [revision]);
+  }, [revision, managementScope]);
 
   function openEditor(mode: Editor["mode"], view?: View) {
     const content = view?.content ?? { name: "", filters, columns };
@@ -154,10 +172,7 @@ export function SavedViews({
       setItems((previous) =>
         previous.filter((item) => item.id !== deleting.id),
       );
-      if (selectedId === deleting.id)
+      if (selectedId === deleting.id) onSubmissionChange(fixedTab);
-        onSubmissionChange(
-          submissionBlocked ? "SUBMISSION_BLOCKED" : submission,
-        );
       setDeleting(null);
       Toast.success("视图已删除");
     } catch (error) {
@@ -174,10 +189,7 @@ export function SavedViews({
           type="card"
           collapsible="auto"
           tabPaneMotion={false}
-          activeKey={
+          activeKey={selectedId ?? fixedTab}
-            selectedId ??
-            (submissionBlocked ? "SUBMISSION_BLOCKED" : submission)
-          }
           onChange={(key) => {
             const view = items.find((item) => item.id === key);
             if (view) {
@@ -201,6 +213,11 @@ export function SavedViews({
               tab: "提交受阻",
               icon: <IconList aria-hidden="true" />,
             },
+            {
+              itemKey: "PPAC_CANDIDATE",
+              tab: "候选PPAC",
+              icon: <IconList aria-hidden="true" />,
+            },
             ...items.map((view) => ({
               itemKey: view.id,
               icon: <IconList aria-hidden="true" />,

frontend/src/research/SourceDetails.tsx

@@ -5,6 +5,7 @@ import "./style.css";
 
 export const sourceLabel = (kind: string) =>
   ({
+    superalpha: "Super Alpha 研究",
     chatbox: "Chatbox 研究",
     manual: "手工研究",
     mcp: "MCP 研究",
@@ -33,6 +34,24 @@ export function SourceDetails({
         <p>来源引用：{source.reference}</p>
       )}
       <div className="inline-actions">
+        {(source.superalpha_plan_id ||
+          ((source.kind === "superalpha" ||
+            source.research_kind === "superalpha") &&
+            source.research_id)) && (
+          <Button
+            onClick={() =>
+              onAction({
+                type: "open_superalpha_research",
+                plan_id: source.superalpha_plan_id ?? undefined,
+                version: source.superalpha_plan_version ?? undefined,
+                experiment_id: source.research_id ?? undefined,
+                nonce: Date.now(),
+              })
+            }
+          >
+            查看 Super Alpha 研究
+          </Button>
+        )}
         {source.research_id &&
           ["template", "variant", "feature", "pipeline", "quantflow"].includes(
             source.kind,

frontend/src/research/TemplateCandidateSet.tsx

@@ -0,0 +1,106 @@
+import { useRef, useState } from "react";
+import { Banner, Button, Toast } from "@douyinfe/semi-ui-19";
+import { post } from "../api";
+import type { UIAction } from "../ai/types";
+import { CandidateTable } from "./CandidateTable";
+import { DeleteResearchButton } from "./DeleteResearchButton";
+import type { Experiment } from "./workspaceTypes";
+
+/** The generated collection is the confirmation surface for a template backtest. */
+export function TemplateCandidateSet({
+  experiment,
+  onAction,
+  onDelete,
+  deleting,
+}: {
+  experiment: Experiment;
+  onAction: (action: UIAction) => void;
+  onDelete?: () => Promise<void>;
+  deleting?: boolean;
+}) {
+  const [selected, setSelected] = useState(() =>
+    experiment.candidates.map((c) => c.client_item_id),
+  );
+  const [busy, setBusy] = useState(false);
+  const [runs, setRuns] = useState(experiment.backtest_run_ids);
+  const attempt = useRef<{ selection: string; key: string } | null>(null);
+  const pending = useRef(false);
+  async function backtest() {
+    if (pending.current || !selected.length) return;
+    pending.current = true;
+    setBusy(true);
+    // Retain the same request key after network failure: retry must not create a second run.
+    const selection = JSON.stringify([...selected].sort());
+    if (attempt.current?.selection !== selection) {
+      attempt.current = { selection, key: crypto.randomUUID() };
+    }
+    try {
+      const result = await post<{ backtest_run_id: string }>(
+        `/research/experiments/${experiment.id}/backtest`,
+        {
+          candidate_ids: selected,
+          idempotency_key: attempt.current.key,
+        },
+      );
+      setRuns((old) => [...new Set([...old, result.backtest_run_id])]);
+      onAction({
+        type: "open_backtest",
+        run_id: result.backtest_run_id,
+        nonce: Date.now(),
+      });
+    } catch (error) {
+      Toast.error((error as Error).message);
+    } finally {
+      pending.current = false;
+      setBusy(false);
+    }
+  }
+  return (
+    <section className="research-card" aria-label="回测候选集合">
+      <h3>回测候选集合</h3>
+      <details>
+        <summary>研究描述</summary>
+        <p>{experiment.hypothesis}</p>
+      </details>
+      {experiment.archived && (
+        <Banner type="info" description="此候选集合已删除，保留历史关联。" />
+      )}
+      <p>确认表达式和参数后，点击“回测”将所选候选交给回测研究批量执行。</p>
+      <CandidateTable
+        candidates={experiment.candidates}
+        selected={selected}
+        onSelectionChange={setSelected}
+        disabled={busy || deleting || experiment.archived}
+      />
+      <div className="research-toolbar">
+        <Button
+          theme="solid"
+          disabled={!selected.length || deleting || experiment.archived}
+          loading={busy}
+          onClick={() => void backtest()}
+        >
+          回测（{selected.length}）
+        </Button>
+        {onDelete && !experiment.archived && (
+          <DeleteResearchButton
+            name={experiment.name}
+            label="候选集合"
+            disabled={busy || deleting}
+            onConfirm={onDelete}
+          />
+        )}
+        {runs.map((id, index) => (
+          <Button
+            key={id}
+            theme="borderless"
+            onClick={() =>
+              onAction({ type: "open_backtest", run_id: id, nonce: Date.now() })
+            }
+          >
+            关联回测 {index + 1}
+          </Button>
+        ))}
+      </div>
+    </section>
+  );
+}

frontend/src/research/TemplateEditor.tsx

@@ -14,10 +14,12 @@ export function TemplateEditor({
   value,
   onChange,
   inputs,
+  definitionsOnly = false,
 }: {
   value: Template;
   onChange: (value: Template) => void;
   inputs: InputSnapshot[];
+  definitionsOnly?: boolean;
 }) {
   function expression(text: string) {
     const names = [
@@ -33,7 +35,9 @@ export function TemplateEditor({
       variables: Object.fromEntries(
         names.map((name) => [
           name,
-          value.variables[name] || {
+          Object.hasOwn(value.variables, name)
+            ? value.variables[name]
+            : {
                 kind: "field",
                 field_type: "MATRIX",
                 values: [],
@@ -95,7 +99,56 @@ export function TemplateEditor({
         使用 {"{name}"}{" "}
         声明变量；重复占位符共享同一个取值。组合片段只复用表达式，不修改平台算子定义。
       </p>
-      {Object.entries(value.variables).map(([name, item]) => (
+      {definitionsOnly && Object.keys(value.variables).length > 0 && (
+        <h4>字段配置</h4>
+      )}
+      {Object.entries(value.variables).map(([name, item]) =>
+        definitionsOnly ? (
+          <div className="research-variable-definition" key={name}>
+            <strong>{`{${name}}`}</strong>
+            <label>
+              字段类型
+              <ResearchSelect
+                label={`${name} 字段类型`}
+                value={item.kind === "field" ? item.field_type : item.kind}
+                optionList={[
+                  ...["MATRIX", "VECTOR", "GROUP"].map((value) => ({
+                    value,
+                    label: value,
+                  })),
+                  ...Object.entries(kinds)
+                    .filter(([kind]) => kind !== "field")
+                    .map(([value, label]) => ({ value, label })),
+                ]}
+                onChange={(type) => {
+                  const isField = ["MATRIX", "VECTOR", "GROUP"].includes(
+                    String(type),
+                  );
+                  variable(name, {
+                    kind: isField ? "field" : (type as Variable["kind"]),
+                    ...(isField
+                      ? { field_type: type as Variable["field_type"] }
+                      : {}),
+                    description: item.description || "",
+                    values: [],
+                  });
+                }}
+              />
+            </label>
+            <label>
+              字段描述
+              <Input
+                aria-label={`${name} 字段描述`}
+                value={item.description || ""}
+                maxLength={3000}
+                placeholder="说明字段含义与用途"
+                onChange={(description) =>
+                  variable(name, { ...item, description })
+                }
+              />
+            </label>
+          </div>
+        ) : (
           <div className="research-variable" key={name}>
             <strong>{`{${name}}`}</strong>
             <ResearchSelect
@@ -145,7 +198,8 @@ export function TemplateEditor({
                   values: text
                     .split("\n")
                     .map((v) =>
-                    ["integer", "number"].includes(item.kind) && v.trim() !== ""
+                      ["integer", "number"].includes(item.kind) &&
+                      v.trim() !== ""
                         ? Number(v)
                         : v,
                     ),
@@ -174,7 +228,8 @@ export function TemplateEditor({
               </Button>
             )}
           </div>
-      ))}
+        ),
+      )}
     </div>
   );
 }

frontend/src/research/workspace.css

@@ -104,6 +104,18 @@
 .research-table-scroll {
   overflow-x: auto;
 }
+.research-template-table-container {
+  display: flex;
+  flex-direction: column;
+  height: 100%;
+  min-height: 0;
+  min-width: 0;
+  overflow: hidden;
+}
+.research-template-expression {
+  font-family: ui-monospace, SFMono-Regular, Menlo, monospace;
+  font-size: 12px;
+}
 .research-table .semi-table-row-cell {
   vertical-align: top;
   overflow-wrap: anywhere;
@@ -362,3 +374,32 @@
   flex-shrink: 0;
   padding: 8px 0 12px;
 }
+
+.research-variable-definition {
+  display: grid;
+  grid-template-columns: minmax(90px, 0.5fr) minmax(140px, 1fr) minmax(
+      200px,
+      2fr
+    );
+  gap: 12px;
+  align-items: center;
+  border-top: 1px solid var(--semi-color-border);
+}
+.research-variable-definition > strong {
+  overflow-wrap: anywhere;
+}
+@media (max-width: 640px) {
+  .research-variable-definition {
+    grid-template-columns: minmax(0, 1fr);
+    gap: 0;
+    padding-top: 12px;
+  }
+}
+
+.research-card .research-candidate-table .semi-checkbox {
+  margin: 0;
+  flex-direction: row;
+}
+.research-candidate-table .workspace-cell code {
+  white-space: nowrap;
+}

frontend/src/research/workspaceTypes.ts

@@ -10,6 +10,7 @@ export type Variable = {
     | "string"
     | "fragment";
   values: (string | number)[];
+  description?: string;
   field_type?: "MATRIX" | "VECTOR" | "GROUP" | null;
 };
 export type Template = {
@@ -18,7 +19,6 @@ export type Template = {
   expression: string;
   variables: Record<string, Variable>;
   category: "template" | "fragment";
-  scope?: InputSnapshot["scope"] | null;
 };
 export type Asset = {
   id: string;
@@ -55,7 +55,7 @@ export type InputSnapshot = {
   created_at: string;
 };
 export type ResearchCandidate = Candidate & {
-  validation: {
+  validation?: {
     status: string;
     syntax: string[];
     types: string[];

frontend/src/settings/SimulationSettingsEditor.tsx

@@ -17,6 +17,7 @@ import {
 
 /** One typed settings value for all producers; fixed inputs constrain the scope, never the numeric parameters. */
 export function SimulationSettingsEditor({
+  alphaType = "REGULAR",
   value,
   onChange,
   rows,
@@ -27,7 +28,10 @@ export function SimulationSettingsEditor({
   fixedScopes,
   disabled = false,
   onValidityChange,
+  validationMode = "platform",
 }: {
+  validationMode?: "platform" | "combination";
+  alphaType?: "REGULAR" | "SUPER";
   value: SimulationSettings;
   onChange: (value: SimulationSettings) => void;
   rows: SettingsRow[];
@@ -41,10 +45,16 @@ export function SimulationSettingsEditor({
 }) {
   const scope = settingsScope(value);
   const row = rows.find((r) => sameScope(r, scope));
-  const errors = settingsErrors(value, rows, fixedScopes);
+  const combinationOnly = validationMode === "combination";
+  const errors = combinationOnly
+    ? !fixedScopes?.length || fixedScopes.some((s) => !sameScope(s, scope))
+      ? ["所选数据准备必须具有相同组合，并与回测组合一致"]
+      : []
+    : settingsErrors(value, rows, fixedScopes);
   const [scopeReady, setScopeReady] = useState(false);
-  const valid =
+  const valid = combinationOnly
-    !loading &&
+    ? !errors.length
+    : !loading &&
       !error &&
       !errors.length &&
       (fixedScopes !== undefined || scopeReady);
@@ -52,7 +62,19 @@ export function SimulationSettingsEditor({
     onValidityChange?.(valid);
   }, [valid, onValidityChange]);
   function field(key: string) {
-    const options = fieldOptions(row, key);
+    const options = combinationOnly
+      ? key === "neutralization"
+        ? {
+            choices: [
+              ...new Set([
+                value.neutralization,
+                ...(row?.neutralizations ??
+                  rows.flatMap((r) => r.neutralizations)),
+              ]),
+            ],
+          }
+        : fieldOptions(undefined, key)
+      : fieldOptions(row, key);
     const current =
       value[key as keyof SimulationSettings] ??
       (key === "maxPosition" ? "OFF" : undefined);
@@ -69,7 +91,7 @@ export function SimulationSettingsEditor({
             value={typeof current === "boolean" ? String(current) : current}
             disabled={
               disabled ||
-              loading ||
+              (loading && !combinationOnly) ||
               !options.choices.length ||
               (options.choices.length === 1 && !message)
             }
@@ -95,11 +117,13 @@ export function SimulationSettingsEditor({
                 ? current
                 : undefined
             }
-            disabled={disabled || loading}
+            disabled={disabled || (loading && !combinationOnly)}
             min={options.minimum}
             max={options.maximum}
-            precision={key === "decay" ? 0 : undefined}
+            precision={
-            step={key === "decay" ? 1 : 0.01}
+              ["decay", "selectionLimit"].includes(key) ? 0 : undefined
+            }
+            step={["decay", "selectionLimit"].includes(key) ? 1 : 0.01}
             validateStatus={message ? "error" : "default"}
             onChange={(next) =>
               onChange({
@@ -125,16 +149,30 @@ export function SimulationSettingsEditor({
         选项更新时间：{formatTime(fetchedAt ?? null)}
       </small>
       {error && (
-        <Banner type="warning" description={`${error}；请重试同步合法设置`} />
+        <Banner
+          type="warning"
+          description={
+            combinationOnly
+              ? "参数选项暂不可用，可使用当前参数继续生成候选。"
+              : `${error}；请重试同步合法设置`
+          }
+        />
       )}
       {!loading && !rows.length && !error && (
-        <Banner type="info" description="尚无参数选项，请先同步合法设置。" />
+        <Banner
+          type="info"
+          description={
+            combinationOnly
+              ? "可同步参数选项辅助选择，当前参数仍可用于生成候选。"
+              : "尚无参数选项，请先同步合法设置。"
+          }
+        />
       )}
       <ScopePicker
         value={scope}
         options={asScopeOptions(rows)}
         readOnly={fixedScopes !== undefined}
-        disabled={disabled || loading}
+        disabled={disabled || (loading && !combinationOnly)}
         onValidityChange={setScopeReady}
         onChange={(next) =>
           onChange({
@@ -161,6 +199,23 @@ export function SimulationSettingsEditor({
       <div className="settings-grid">
         {["neutralization", "decay", "truncation"].map(field)}
       </div>
+      {alphaType === "SUPER" && (
+        <>
+          <div className="settings-grid">
+            {["selectionHandling", "selectionLimit", "componentActivation"].map(
+              field,
+            )}
+          </div>
+          {["selectionHandling", "selectionLimit", "componentActivation"].some(
+            (k) => !row?.fields?.[k],
+          ) && (
+            <small className="settings-hint">
+              平台元数据未提供全部 SUPER
+              设置范围；当前显示本地契约，账户适用性未核实。
+            </small>
+          )}
+        </>
+      )}
       <details>
         <summary>更多参数</summary>
         <div className="settings-grid">

frontend/src/settings/model.ts

@@ -86,6 +86,9 @@ export function asScopeOptions(rows: SettingsRow[]): ScopeOption[] {
   return rows.map((row) => ({ ...row, universes: [row.universe] }));
 }
 export const parameterLabels: Record<string, string> = {
+  selectionHandling: "Selection Handling",
+  selectionLimit: "Selection Limit",
+  componentActivation: "Component Activation",
   neutralization: "Neutralization",
   decay: "Decay",
   truncation: "Truncation",
@@ -99,6 +102,9 @@ export const parameterLabels: Record<string, string> = {
 };
 // These are application contract limits, not a substitute for account-specific market choices.
 const contractFields: Record<string, FieldOption> = {
+  selectionHandling: { choices: ["POSITIVE", "NON_ZERO", "NON_NAN"] },
+  componentActivation: { choices: ["IS", "OS"] },
+  selectionLimit: { minimum: 1, maximum: 100000 },
   decay: { minimum: 0, maximum: 10000 },
   truncation: { minimum: 0, maximum: 1 },
   pasteurization: { choices: ["ON", "OFF"] },
@@ -143,7 +149,10 @@ export function fieldOptions(
         }
       : {}),
   };
-  if (result.choices && (key === "decay" || key === "truncation")) {
+  if (
+    result.choices &&
+    ["decay", "truncation", "selectionLimit"].includes(key)
+  ) {
     result.choices = result.choices.filter(
       (v) =>
         typeof v === "number" &&
@@ -171,6 +180,13 @@ export function settingsErrors(
   )
     errors.push("所选数据准备必须具有相同组合，并与回测组合一致");
   for (const key of Object.keys(parameterLabels)) {
+    if (
+      ["selectionHandling", "selectionLimit", "componentActivation"].includes(
+        key,
+      ) &&
+      value.selectionHandling === undefined
+    )
+      continue;
     const current =
       value[key as keyof SimulationSettings] ??
       (key === "maxPosition" ? "OFF" : undefined);
@@ -183,12 +199,13 @@ export function settingsErrors(
         `${parameterLabels[key]} 当前值 ${String(current ?? "未提供")} 不可用，请重新选择`,
       );
     if (
-      (key === "decay" || key === "truncation") &&
+      ["decay", "truncation", "selectionLimit"].includes(key) &&
       (typeof current !== "number" ||
         !Number.isFinite(current) ||
         current < options.minimum! ||
         current > options.maximum! ||
-        (key === "decay" && !Number.isInteger(current)))
+        (["decay", "selectionLimit"].includes(key) &&
+          !Number.isInteger(current)))
     )
       errors.push(
         `${parameterLabels[key]} 必须为 ${options.minimum}–${options.maximum} 的${key === "decay" ? "整数" : "数值"}`,

frontend/src/superalpha/ComponentsPanel.tsx

@@ -0,0 +1,89 @@
+import { useEffect, useState } from "react";
+import { Banner, Pagination, Spin } from "@douyinfe/semi-ui-19";
+import { api, displayValue, formatTime } from "../api";
+import { WorkspaceTable } from "../components/WorkspaceTable";
+import type { Components } from "./types";
+
+/** Component evidence is always read from its own immutable observation. */
+export function ComponentsPanel({
+  url,
+  timezone,
+}: {
+  url: string;
+  timezone?: string;
+}) {
+  const [page, setPage] = useState(1);
+  const [data, setData] = useState<Components>();
+  const [error, setError] = useState("");
+  useEffect(() => {
+    setPage(1);
+    setData(undefined);
+  }, [url]);
+  useEffect(() => {
+    const c = new AbortController();
+    setError("");
+    void api<Components>(
+      `${url}${url.includes("?") ? "&" : "?"}limit=25&offset=${(page - 1) * 25}`,
+      { signal: c.signal },
+    )
+      .then((value) => {
+        if (!c.signal.aborted) setData(value);
+      })
+      .catch((e: Error) => {
+        if (!c.signal.aborted) setError(e.message);
+      });
+    return () => c.abort();
+  }, [url, page]);
+  if (error) return <Banner type="danger" description={error} />;
+  if (!data) return <Spin />;
+  return (
+    <section className="super-components">
+      <p>
+        {data.source === "preview" ? "Selection 预览组件" : "回测实际组件"} ·{" "}
+        {data.complete
+          ? `已核实 ${data.reported_total ?? data.total} 个`
+          : "完整性未核实"}{" "}
+        · 观察时间 {formatTime(data.observed_at, timezone)}
+      </p>
+      {data.complete && data.total === 0 && (
+        <Banner
+          type="warning"
+          description="组件池为空，回测可能无法产生结果。请调整 Selection。"
+        />
+      )}
+      {(data.warnings ?? []).map((w, i) => (
+        <Banner key={i} type="warning" description={displayValue(w)} />
+      ))}
+      <p className="muted">组件指纹：{data.component_hash ?? "未核实"}</p>
+      <WorkspaceTable
+        rowKey="id"
+        dataSource={data.items}
+        scroll={{ x: 1100, y: 320 }}
+        columns={[
+          { title: "组件 ID", dataIndex: "id", width: 190 },
+          {
+            title: "平台选择值",
+            width: 180,
+            render: (_, r) =>
+              displayValue(r?.value ?? r?.selectionValue ?? r?.selection),
+          },
+          {
+            title: "可用指标与平台返回字段",
+            width: 730,
+            render: (_, r) => JSON.stringify(r),
+          },
+        ]}
+        empty="未提供组件"
+      />
+      <footer className="workspace-table-footer super-toolbar">
+        <span>已保存 {data.total} 条</span>
+        <Pagination
+          total={data.total}
+          currentPage={page}
+          pageSize={25}
+          onPageChange={setPage}
+        />
+      </footer>
+    </section>
+  );
+}