feat: configure Gitea deployment and environment-managed WorldQuant credentials

.env.example

@@ -8,4 +8,6 @@ ENCRYPTION_KEY=replace-with-generated-fernet-key
 LOCAL_PORT=8080
 # Public deployment only; bare DNS hostname, without scheme or path.
 DOMAIN=alpha.example.com
-# WorldQuant email/password are configured after system login, not in this file.
+# WorldQuant credentials; configure both. Single quotes preserve literal $ and #.
+WQ_EMAIL=
+WQ_PASSWORD=

.gitea/workflows/deploy-production.yaml

@@ -0,0 +1,27 @@
+name: Deploy production
+on:
+  push:
+    branches: [main]
+  workflow_dispatch:
+
+jobs:
+  deploy:
+    # Register a dedicated runner on the target host with label wq-production:host.
+    runs-on: wq-production
+    steps:
+      - name: Checkout
+        uses: https://github.com/actions/checkout@v4
+        with:
+          persist-credentials: false
+      - name: Build, migrate and deploy
+        shell: bash
+        env:
+          DATABASE_URL: ${{ secrets.DATABASE_URL }}
+          ADMIN_PASSWORD: ${{ secrets.ADMIN_PASSWORD }}
+          WQ_EMAIL: ${{ secrets.WQ_EMAIL }}
+          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 }}
+        run: bash scripts/deploy-production.sh

.gitignore

@@ -19,4 +19,4 @@ output/
 .playwright-cli/
 backups/
 
-account.json
+account.json

.scratch/gitea-deployment/spec.md

@@ -0,0 +1,22 @@
+# Gitea 生产部署
+
+采用已选择的 compound 经验 1，经当前项目核验：复用锁定依赖的 Dockerfile、单 worker 和数据库健康接口；新增独立生产 Compose、外部 PostgreSQL 配置、同机 host Runner 工作流。生产凭据通过 Gitea Secrets 注入，非敏感配置通过 Variables 注入，不生成凭据文件。数据库网络为可配置参数，不沿用旧项目常量作为强制约定。
+
+部署在构建完成后停止写入、执行一次性迁移，再启动健康检查。固定项目名与按提交标记镜像；使用宿主机文件锁串行化。保留本地和独立公网部署的现有行为。不执行远程部署、不修改知识库。
+
+验证：Compose 展开及缺失配置拒绝、脚本语法、镜像构建、隔离数据库上的迁移和 HTTP 健康检查。真实服务器 Runner、数据库、TLS 入口需首次部署验收。
+
+## 验证结果（2026-09-09）
+
+- Docker Engine 29.6.2 / Compose 5.3.1：默认和 jobs profile 配置校验通过；5 个必填配置缺失时均拒绝展开。
+- 前后端生产镜像构建通过（前端依赖 lottie-web 存在既有 eval 构建警告）。
+- 独立测试项目、临时 PostgreSQL 17、独立外部网络：首次迁移、页面/API 健康、管理员登录与 Secure/HttpOnly Cookie、重复迁移和重启均通过。测试容器、卷和网络已清理，未操作现有应用数据库。
+- Bash 语法与 workflow YAML 解析通过；模拟 Docker 验证成功流程及构建、预检、迁移、健康失败分支，确认提前失败不停止服务、迁移失败不启动服务、失败不记录成功版本。
+- 实际 Gitea/Runner、Linux flock 互斥、公网 TLS、生产库与恢复流程未在目标服务器验证。本机存在用户并行前端改动，本任务未修改这些文件。
+- 经验 1 已应用；后端无可写 named volume，未添加不适用的卷初始化 Job；凭据按用户最新要求由 Gitea 注入。知识库未修改。
+
+## Gitea Secrets 调整
+
+按用户确认改为步骤级 Secrets/Variables 注入；删除生产环境示例文件和相关忽略例外，不再依赖服务器凭据文件。脚本显式使用 `/dev/null` 作为 env-file，5 个必填值缺失时立即停止；锁与版本记录独立保存在 `/opt/wq-alpha`。
+
+本轮验证：Compose 默认/jobs 展开、5 个缺失配置拒绝、真实隔离容器内特殊字符密码完整性、Bash 语法和工作流映射均通过。模拟 Docker 验证成功、锁冲突、缺失变量和构建/预检/迁移/健康失败分支；未输出密钥。未重新运行未变化的迁移和前端构建；真实 Gitea 注入仍待服务器运行确认。

.scratch/table-detail-layout/issues/01-layout.md

@@ -0,0 +1,19 @@
+# 统一列表与详情交互
+Type: task
+Status: ready-for-agent
+
+## Scope
+六个研究模块使用 table + detail，除 QuantFlow 独立详情页外均为 60% 右侧抽屉。所有列表页连续 Flex 高度链，移除页面顶部标题描述，按钮区位于筛选下方。
+
+## Selected learning
+采用 20260724-bounded-list-flex-height-chain：当前应用外壳已有有界 Flex，研究页面仍整页滚动。改为固定控制区和分页、表格数据区独立滚动。Semi UI 2.103.0 本机类型与当前官方文档均支持 SideSheet 字符串 width。
+
+## Validation
+完成：`pnpm --dir frontend typecheck`、`pnpm --dir frontend build`、`git diff --check` 通过。
+相关 Playwright 回归 11/11 通过（Alpha 管理、回测、数据目录、QuantFlow、研究流水线、跨页研究导航、特征转模板）。
+隔离测试服务与浏览器数据验证：1440px/390px 视口抽屉宽度分别 864px/234px；长列表只滚动数据区，分页 y=834 不随内容滚动；body 高度不超过视口。QuantFlow 独立详情支持前进、后退、刷新。
+独立只读核验 `/root/route_review` complete：未发现路由或草稿恢复的严重阻断。
+
+## Outcome
+Completion: complete
+应用选定 Flex 高度链经验，未修改经验库。共享 ResearchList 管理固定控制区、分页及数据视口；ResearchDetail 使用 60% 右侧抽屉。QuantFlow 使用独立 hash 详情路由。保留工作区同时出现的部署相关改动，本次未提交或部署。

README.md

@@ -10,6 +10,7 @@
 
 ```bash
 python3 scripts/init_env.py
+# 编辑 .env，填写 WQ_EMAIL 与 WQ_PASSWORD，再启动
 docker compose up -d --build --wait
 docker compose ps
 ```
@@ -20,7 +21,7 @@ docker compose ps
 
 首次使用：
 
-1. 登录系统，在“个人信息”保存 WorldQuant 邮箱和密码，点击“连接 WorldQuant”。
+1. 登录系统，在“个人信息 → 连接设置”点击“连接 WorldQuant”。
 2. 如平台要求人工验证，在显示的入口完成操作，再点击“继续验证”；后台保留同一挑战会话。
 3. 在“Alpha 管理”切换“待提交 / 已提交”。待提交先选创建日期范围，按天同步；已提交可选提交日期范围按天同步，或全量同步。相同起止日期表示单日，日期边界为 UTC，均包含隐藏记录。也可导入指定 Alpha ID。任务面板显示当前日期、进度、错误、取消和重试。
 4. 点击 Alpha 打开详情。研究记录保存在本地；PnL 点击获取后缓存。详情的“本地自相关”可发起检测，列表也可选中最多 100 条批量检测。建议先全量同步已提交 Alpha，建立比较基准。下次同步会更新平台数据并保留本地研究记录。
@@ -83,6 +84,10 @@ Chatbox 来源使用 `kind=chatbox`，会话 ID 为 `reference`，生成轮次 I
 
 公共接口位于 `/api/v1/backtests`，对接与验证记录见 [实施规格](.scratch/backtest/spec.md) 和 [回测验收记录](.scratch/backtest/verification.md)。真实平台权限、当前协议与限额尚未联调。
 
+## Gitea 自动部署（复用已有 PostgreSQL）
+
+使用独立的 `compose.production.yaml` 和 `.gitea/workflows/deploy-production.yaml`。配置步骤、数据库账号密码位置及升级处理见 [Gitea 部署说明](docs/deployment-gitea.md)。
+
 ## 公网 HTTPS 部署
 
 `compose.public.yaml` 是独立配置，不与本机配置叠加。先在服务器完成上面的密钥初始化，将 `.env` 中 `DOMAIN` 改为自己的域名（无协议、路径、端口）。DNS 指向服务器，允许入站 TCP 80/443，UDP 443 可选。
@@ -103,6 +108,7 @@ docker compose -f compose.public.yaml logs --tail=100 web
 | `ADMIN_USERNAME` / `ADMIN_PASSWORD` | 仅首次空库初始化管理员，重启不会重置现有密码 |
 | `POSTGRES_PASSWORD` | 数据库密码；初始化脚本使用随机十六进制，避免连接 URL 转义问题 |
 | `ENCRYPTION_KEY` | 独立 Fernet 密钥，加密数据库中的 WorldQuant 密码和模型 API Key |
+| `WQ_EMAIL` / `WQ_PASSWORD` | WorldQuant 邮箱和密码，成对设置；本地 `.env`，生产 Gitea Secrets |
 | `LOCAL_PORT` | 本机入口端口，默认 8080 |
 | `DOMAIN` | 公网域名 |
 | `AI_REQUEST_LIMIT` | 每轮模型请求上限，默认 12 |
@@ -110,6 +116,8 @@ docker compose -f compose.public.yaml logs --tail=100 web
 | `AI_OUTPUT_TOKENS` | 每次模型输出上限，默认 4096 |
 | `AI_TIMEOUT` | 每轮累计活动执行时限（秒），默认 180，等待确认不计入 |
 
+WorldQuant 凭据不再从 `account.json` 读取。进程环境变量优先于项目根目录 `.env`；启动时更新数据库中的加密凭据，配置后页面禁止覆盖。修改凭据后重建后端容器（Gitea 重新部署）；已绑定账户不能更换邮箱。两个变量都未设置时兼容已有页面配置，只有一个时启动失败。
+
 WorldQuant 密码仅在后端解密。平台 Cookie 仅保存在后端内存，进程重启后重新认证。前端不保存密码或 Cookie 副本；日志与响应不输出平台认证正文。`.env` 不进入 Docker 构建上下文，应与数据库备份分别安全保管。丢失 `ENCRYPTION_KEY` 后须重新输入平台密码和模型 API Key；切勿在正常升级时重新生成它。
 
 修改系统密码（同时撤销所有系统会话）：

backend/app/config.py

@@ -1,12 +1,16 @@
 """Deployment configuration; secrets are required and never included in API responses."""
 
+from pathlib import Path
+
 from cryptography.fernet import Fernet
 from pydantic import Field, SecretStr, model_validator
 from pydantic_settings import BaseSettings, SettingsConfigDict
 
 
 class Settings(BaseSettings):
-    model_config = SettingsConfigDict(env_file="../.env", extra="ignore")
+    model_config = SettingsConfigDict(
+        env_file=Path(__file__).resolve().parents[2] / ".env", extra="ignore", hide_input_in_errors=True
+    )
 
     database_url: str = "postgresql+asyncpg://wq:wq@localhost:5432/wq"
     admin_username: str = "admin"
@@ -15,6 +19,8 @@ class Settings(BaseSettings):
     public_origin: str = "http://localhost:8080"
     cookie_secure: bool = False
     session_hours: int = Field(default=24, ge=1, le=168)
+    wq_email: str = ""
+    wq_password: SecretStr = SecretStr("")
     wq_base_url: str = "https://api.worldquantbrain.com"
     request_timeout: float = 30
     retry_attempts: int = Field(default=4, ge=1, le=8)
@@ -26,6 +32,9 @@ class Settings(BaseSettings):
 
     @model_validator(mode="after")
     def validate_secrets(self):
+        self.wq_email = self.wq_email.strip()
+        if bool(self.wq_email) != bool(self.wq_password.get_secret_value()):
+            raise ValueError("WQ_EMAIL and WQ_PASSWORD must be configured together")
         Fernet(self.encryption_key.get_secret_value().encode())
         if self.cookie_secure and not self.public_origin.startswith("https://"):
             raise ValueError("COOKIE_SECURE requires an HTTPS PUBLIC_ORIGIN")

backend/app/main.py

@@ -53,7 +53,7 @@ from .schemas import (
 from .security import bootstrap, cipher, issue_session, require_auth, token_hash, valid_password
 
 
-def account_output(account, client):
+def account_output(account, client, settings):
     keys = (
         "email",
         "wq_user_id",
@@ -70,6 +70,7 @@ def account_output(account, client):
     return {
         **{k: getattr(account, k) for k in keys},
         "configured": bool(account.password_encrypted),
+        "credentials_source": "environment" if settings.wq_email else "database",
         "session": client.session_info(),
     }
 
@@ -210,10 +211,12 @@ def create_app(settings=None, wq_client=None, ai_model_factory=None):
     @api.get("/account", response_model=AccountOutput, tags=["account"])
     async def get_account():
         async with sessions() as db:
-            return account_output(await db.get(Account, 1), runner.client)
+            return account_output(await db.get(Account, 1), runner.client, settings)
 
     @api.put("/account/credentials", response_model=AccountOutput, tags=["account"])
     async def credentials(body: CredentialsInput):
+        if settings.wq_email:
+            raise HTTPException(409, "WorldQuant 凭据由环境变量管理，请修改部署配置并重启服务")
         async with sessions() as db:
             account = await db.get(Account, 1)
             if account.wq_user_id and account.email.casefold() != body.email.casefold():
@@ -224,7 +227,7 @@ def create_app(settings=None, wq_client=None, ai_model_factory=None):
             account.email = body.email
             account.password_encrypted = cipher(settings).encrypt(body.password.encode()).decode()
             await db.commit()
-            return account_output(account, runner.client)
+            return account_output(account, runner.client, settings)
 
     @api.patch("/account/preferences", response_model=AccountOutput, tags=["account"])
     async def preferences(body: PreferencesInput):
@@ -233,7 +236,7 @@ def create_app(settings=None, wq_client=None, ai_model_factory=None):
             for key, value in body.model_dump().items():
                 setattr(account, key, value)
             await db.commit()
-            return account_output(account, runner.client)
+            return account_output(account, runner.client, settings)
 
     async def account_job(kind):
         async with sessions() as db:

backend/app/schemas.py

@@ -287,6 +287,7 @@ class PlatformSessionOutput(BaseModel):
 class AccountOutput(BaseModel):
     email: str | None
     configured: bool
+    credentials_source: Literal["environment", "database"]
     wq_user_id: str | None
     profile: dict
     connection_status: str

backend/app/security.py

@@ -26,7 +26,7 @@ def cipher(settings) -> Fernet:
 
 
 async def bootstrap(db, settings):
-    """Only initialize missing singleton records; deployments never reset existing passwords."""
+    """Initialize singletons and apply environment credentials without resetting the admin password."""
     if not await db.get(Admin, 1):
         db.add(
             Admin(
@@ -35,8 +35,18 @@ async def bootstrap(db, settings):
                 password_hash=password_hasher.hash(settings.admin_password.get_secret_value()),
             )
         )
-    if not await db.get(Account, 1):
+    account = await db.get(Account, 1)
-        db.add(Account(id=1))
+    if account is None:
+        account = Account(id=1)
+        db.add(account)
+    if settings.wq_email:
+        # The environment must not bypass the single-account data ownership boundary.
+        if account.wq_user_id and (account.email or "").casefold() != settings.wq_email.casefold():
+            raise ValueError("WQ_EMAIL conflicts with the bound WorldQuant account")
+        account.email = settings.wq_email
+        account.password_encrypted = cipher(settings).encrypt(
+            settings.wq_password.get_secret_value().encode()
+        ).decode()
     await db.execute(delete(LoginSession).where(LoginSession.expires_at < now()))
     await db.commit()
 

backend/tests/test_env_credentials.py

@@ -0,0 +1,66 @@
+"""Environment credential precedence, rotation and account ownership boundaries."""
+
+import pytest
+from pydantic import SecretStr, ValidationError
+
+from app.config import Settings
+from app.models import Account, Admin
+from app.security import bootstrap, cipher
+
+
+def test_dotenv_and_process_precedence(settings, tmp_path, monkeypatch):
+    env = tmp_path / '.env'
+    env.write_text("WQ_EMAIL=local@example.com\nWQ_PASSWORD='literal-$value#password'\n")
+    values = settings.model_dump(exclude={'wq_email', 'wq_password'})
+    local = Settings(_env_file=env, **values)
+    assert local.wq_email == 'local@example.com'
+    assert local.wq_password.get_secret_value() == 'literal-$value#password'
+    monkeypatch.setenv('WQ_EMAIL', 'production@example.com')
+    monkeypatch.setenv('WQ_PASSWORD', 'production-secret')
+    production = Settings(_env_file=env, **values)
+    assert production.wq_email == 'production@example.com'
+    assert production.wq_password.get_secret_value() == 'production-secret'
+    assert 'production-secret' not in repr(production)
+
+
+@pytest.mark.parametrize('email,password', [('person@example.com', ''), ('', 'private-value')])
+def test_partial_configuration_fails_without_leaking(settings, email, password):
+    values = settings.model_dump(exclude={'wq_email', 'wq_password'})
+    with pytest.raises(ValidationError) as error:
+        Settings(_env_file=None, **values, wq_email=email, wq_password=password)
+    assert 'must be configured together' in str(error.value)
+    assert 'private-value' not in str(error.value)
+    assert 'person@example.com' not in str(error.value)
+
+
+async def test_env_rotation_api_lock_and_bound_account(app, logged_in):
+    settings = app.state.settings
+    settings.wq_email = 'person@example.com'
+    settings.wq_password = SecretStr('initial-env-secret')
+    async with app.state.sessions() as db:
+        original_admin = (await db.get(Admin, 1)).password_hash
+        await bootstrap(db, settings)
+        account = await db.get(Account, 1)
+        assert cipher(settings).decrypt(account.password_encrypted.encode()) == b'initial-env-secret'
+        account.wq_user_id = 'bound-user'
+        await db.commit()
+    settings.wq_password = SecretStr('rotated-env-secret')
+    async with app.state.sessions() as db:
+        await bootstrap(db, settings)
+        account = await db.get(Account, 1)
+        assert cipher(settings).decrypt(account.password_encrypted.encode()) == b'rotated-env-secret'
+        assert (await db.get(Admin, 1)).password_hash == original_admin
+    response = await logged_in.get('/api/v1/account')
+    assert response.json()['credentials_source'] == 'environment'
+    assert response.json()['configured'] is True
+    assert 'secret' not in response.text and 'password' not in response.text
+    response = await logged_in.put('/api/v1/account/credentials', json={
+        'email': 'person@example.com', 'password': 'manual-secret',
+    })
+    assert response.status_code == 409
+    settings.wq_email = 'other@example.com'
+    async with app.state.sessions() as db:
+        with pytest.raises(ValueError, match='bound WorldQuant account'):
+            await bootstrap(db, settings)
+        await db.rollback()
+        assert (await db.get(Account, 1)).email == 'person@example.com'

compose.production.yaml

@@ -0,0 +1,74 @@
+# Independent production configuration; do not merge with compose.yaml.
+name: wq-alpha-production
+
+x-backend: &backend
+  image: wq-alpha-production-backend:${DEPLOY_TAG:-local}
+  build:
+    context: .
+    dockerfile: Dockerfile.backend
+  environment:
+    DATABASE_URL: ${DATABASE_URL:?Set the Gitea DATABASE_URL secret}
+    ADMIN_USERNAME: ${ADMIN_USERNAME:-admin}
+    ADMIN_PASSWORD: ${ADMIN_PASSWORD:?Set ADMIN_PASSWORD}
+    ENCRYPTION_KEY: ${ENCRYPTION_KEY:?Set ENCRYPTION_KEY}
+    PUBLIC_ORIGIN: ${PUBLIC_ORIGIN:?Set the public HTTPS origin}
+    WQ_EMAIL: ${WQ_EMAIL:?Set the Gitea WQ_EMAIL secret}
+    WQ_PASSWORD: ${WQ_PASSWORD:?Set the Gitea WQ_PASSWORD secret}
+    COOKIE_SECURE: "true"
+    AI_REQUEST_LIMIT: ${AI_REQUEST_LIMIT:-12}
+    AI_TOOL_LIMIT: ${AI_TOOL_LIMIT:-12}
+    AI_OUTPUT_TOKENS: ${AI_OUTPUT_TOKENS:-4096}
+    AI_TIMEOUT: ${AI_TIMEOUT:-180}
+    WQ_BASE_URL: ${WQ_BASE_URL:-https://api.worldquantbrain.com}
+  networks:
+    - default
+    - database
+
+services:
+  backend:
+    <<: *backend
+    # Migration is run separately with all application writers stopped.
+    command: [uvicorn, 'app.main:create_app', --factory, --host, 0.0.0.0, --port, '8000', --workers, '1', --proxy-headers]
+    healthcheck:
+      test: [CMD, python, -c, "import urllib.request; urllib.request.urlopen('http://127.0.0.1:8000/api/v1/health', timeout=3)"]
+      interval: 10s
+      timeout: 5s
+      retries: 12
+      start_period: 20s
+    stop_grace_period: 60s
+    restart: unless-stopped
+  migrate:
+    <<: *backend
+    profiles: [jobs]
+    command: [alembic, upgrade, head]
+    restart: 'no'
+  web:
+    image: wq-alpha-production-web:${DEPLOY_TAG:-local}
+    build:
+      context: .
+      dockerfile: Dockerfile.frontend
+    environment:
+      SITE_ADDRESS: http://:80
+    ports:
+      - '127.0.0.1:${WEB_PORT:-8112}:80'
+    volumes:
+      - caddy_data:/data
+      - caddy_config:/config
+    depends_on:
+      backend:
+        condition: service_healthy
+    healthcheck:
+      test: [CMD-SHELL, 'wget -q -O /dev/null http://127.0.0.1/api/v1/health && wget -q -O /dev/null http://127.0.0.1/']
+      interval: 10s
+      timeout: 5s
+      retries: 12
+      start_period: 10s
+    restart: unless-stopped
+
+networks:
+  database:
+    external: true
+    name: ${DATABASE_NETWORK:?Set the existing PostgreSQL Docker network}
+volumes:
+  caddy_data:
+  caddy_config:

compose.public.yaml

@@ -29,6 +29,8 @@ services:
       AI_TOOL_LIMIT: ${AI_TOOL_LIMIT:-12}
       AI_OUTPUT_TOKENS: ${AI_OUTPUT_TOKENS:-4096}
       AI_TIMEOUT: ${AI_TIMEOUT:-180}
+      WQ_EMAIL: ${WQ_EMAIL:-}
+      WQ_PASSWORD: ${WQ_PASSWORD:-}
       COOKIE_SECURE: "true"
     depends_on:
       db:

compose.yaml

@@ -28,6 +28,8 @@ services:
       AI_TOOL_LIMIT: ${AI_TOOL_LIMIT:-12}
       AI_OUTPUT_TOKENS: ${AI_OUTPUT_TOKENS:-4096}
       AI_TIMEOUT: ${AI_TIMEOUT:-180}
+      WQ_EMAIL: ${WQ_EMAIL:-}
+      WQ_PASSWORD: ${WQ_PASSWORD:-}
       COOKIE_SECURE: "false"
       WQ_BASE_URL: ${WQ_BASE_URL:-https://api.worldquantbrain.com}
     depends_on:

docs/deployment-gitea.md

@@ -0,0 +1,86 @@
+# Gitea 生产部署
+
+本方案在目标 Linux 服务器上由 Gitea host 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。
+
+## 1. 填写配置和数据库账号密码
+
+进入 **Gitea 仓库 → 设置 → Actions → Secrets / Variables**，按下表创建同名配置。敏感值填写在 Secrets，工作流仅在部署步骤通过环境变量注入，不生成服务器凭据文件。
+
+| 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） | `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` |
+
+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。
+
+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
+```
+
+生成加密密钥：
+
+```bash
+python3 -c 'import base64,secrets; print(base64.urlsafe_b64encode(secrets.token_bytes(32)).decode())'
+```
+
+`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。
+
+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。
+
+WorldQuant 凭据由环境变量管理，启动时加密写入数据库；页面只保留连接操作。修改 `WQ_PASSWORD` 后重新运行部署即可更新。`WQ_EMAIL` 必须与已有绑定账户一致，避免混入其他账户数据；生产不读取 `account.json` 或本地 `.env`。
+
+## 2. 配置 Gitea Runner
+
+在目标 Docker 宿主机直接运行专用 Runner，注册标签 **`wq-production:host`**，工作流的 `runs-on` 对应 `wq-production`。建议专用 Runner 配置 `runner.capacity: 1`。不要使用指向其他机器的 Docker context；这里的 host 模式也不能被当成“容器化 Runner 自动进入宿主机”。
+
+Runner 用户需要 Docker 权限，以及写入预先创建的 `/opt/wq-alpha` 目录的权限。该目录仅保存锁文件和版本记录，不保存凭据。宿主机需具备 Git、Bash、Node.js 20（checkout v4）、`flock`（通常由 util-linux 提供）和支持 `up --wait --wait-timeout` 的 Docker Compose v2 或 v5。镜像使用锁文件构建，服务器需能访问 GitHub checkout action、基础镜像仓库和依赖源。本地验证环境为 Docker Engine 29.6.2、Compose 5.3.1；你的 Gitea/Runner 版本需在首次运行核验。
+
+在 Gitea 仓库启用 Actions，提交并推送这些配置后，`main` 的 push 或手动运行会部署。Runner 应只接收可信仓库的任务，因为它具备生产主机 Docker 权限。凭据通过上述 Secrets 注入，脚本使用 `--env-file /dev/null` 防止误读检出目录的开发 `.env`。部署脚本用 `/opt/wq-alpha/deploy.lock` 实现跨 checkout 的互斥，冲突部署直接失败，可稍后重新运行。
+
+## 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。
+
+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：
+
+```bash
+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。
+
+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
+
+升级包含停机窗口；提前结束或暂停长时间任务。每次发布前通过现有数据库管理工具备份专用库，并在独立安全位置备份加密密钥及必要配置，先在独立库验证恢复。此工作流不会自动备份或自动恢复数据库。
+
+构建及预检失败时旧服务继续运行。停止服务后的迁移或健康检查失败需要人工处理；不要对可能已变更的 schema 直接自动降级。脚本将切换前的镜像 ID/标签记录到 `/opt/wq-alpha/previous-images.txt`，最后成功的提交记录到 `current-release.txt`，保留旧镜像且不执行 prune。失败重试前另存这些记录，避免后续尝试覆盖回退参考。
+
+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）：
+
+```bash
+docker ps -a --filter label=com.docker.compose.project=wq-alpha-production
+docker logs --tail=100 wq-alpha-production-backend-1
+docker logs --tail=100 wq-alpha-production-web-1
+```
+
+普通维护不要使用 `down -v`。这里的数据库由外部管理，备份与恢复应在数据库管理端进行。
+
+## 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。
+
+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)。

frontend/src/ai/workspace.ts

@@ -24,7 +24,8 @@ export function contextLabel(context: PageContext): string {
 }
 
 export function pageFromHash(hash: string): WorkspacePage {
-  const page = hash.replace(/^#/, "");
+  const value = hash.replace(/^#/, "");
+  const page = value.startsWith("quantflow/") ? "quantflow" : value;
   return Object.hasOwn(contextLabels, page)
     ? (page as WorkspacePage)
     : "alphas";

frontend/src/backtests/BacktestPage.tsx

@@ -318,7 +318,8 @@ export function BacktestPage({
             }}
           />
         )}
-        <div className="backtest-spacer" />
+      </div>
+      <div className="backtest-toolbar">
         <Button
           type="tertiary"
           onClick={() => {
@@ -438,7 +439,7 @@ export function BacktestPage({
       <SideSheet
         title={preview ? "确认回测输入" : "准备候选"}
         visible={editor && drawerVisible}
-        width={Math.min(880, window.innerWidth - chatOffset)}
+        width={`min(60vw, calc(100vw - ${chatOffset}px))`}
         style={{ right: chatOffset }}
         maskStyle={{ right: chatOffset }}
         onCancel={() => setEditor(false)}
@@ -730,7 +731,7 @@ export function BacktestPage({
       <SideSheet
         title={run?.name || "回测详情"}
         visible={!!runId && drawerVisible}
-        width={Math.min(1120, window.innerWidth - chatOffset)}
+        width={`min(60vw, calc(100vw - ${chatOffset}px))`}
         style={{ right: chatOffset }}
         maskStyle={{ right: chatOffset }}
         onCancel={() => {

frontend/src/backtests/style.css

@@ -7,6 +7,7 @@
   gap: 12px;
 }
 .backtest-toolbar {
+  flex-shrink: 0;
   display: flex;
   align-items: center;
   gap: 8px;
@@ -65,8 +66,12 @@
   margin: 0;
 }
 .backtest-page-view {
-  height: 100%;
+  display: flex;
+  flex-direction: column;
+  flex: 1;
   min-height: 0;
+  min-width: 0;
+  overflow: hidden;
 }
 .backtest-tool-summary {
   display: flex;

frontend/src/components/AlphaDetail.tsx

@@ -162,7 +162,7 @@ export function AlphaDetail({
       closeOnEsc={!taskPanelOpen}
       className="alpha-detail"
       visible={Boolean(id) && !suspended}
-      width={Math.min(800, window.innerWidth - chatOffset)}
+      width={`min(60vw, calc(100vw - ${chatOffset}px))`}
       style={{ right: chatOffset }}
       maskStyle={{ right: chatOffset }}
       title={

frontend/src/pages/AccountPage.tsx

@@ -233,9 +233,16 @@ export function AccountPage({
           aria-label="WorldQuant 连接设置"
         >
           <h2>WorldQuant 连接</h2>
+          {account.credentials_source === "environment" && (
+            <p className="muted">
+              凭据由环境变量管理。修改本地 .env 或 Gitea Secrets
+              后重新部署生效。
+            </p>
+          )}
           <form
             onSubmit={(e) => {
               e.preventDefault();
+              if (account.credentials_source === "environment") return;
               void action("save", async () => {
                 await api("/account/credentials", {
                   method: "PUT",
@@ -246,41 +253,45 @@ export function AccountPage({
               });
             }}
           >
-            <div className="credentials-grid">
+            {account.credentials_source !== "environment" && (
-              <label>
+              <div className="credentials-grid">
-                WorldQuant 邮箱
+                <label>
-                <Input
+                  WorldQuant 邮箱
-                  aria-label="WorldQuant 邮箱"
+                  <Input
-                  value={email}
+                    aria-label="WorldQuant 邮箱"
-                  onChange={setEmail}
+                    value={email}
-                  autoComplete="off"
+                    onChange={setEmail}
-                />
+                    autoComplete="off"
-              </label>
+                  />
-              <label>
+                </label>
-                WorldQuant 密码
+                <label>
-                <Input
+                  WorldQuant 密码
-                  aria-label="WorldQuant 密码"
+                  <Input
-                  mode="password"
+                    aria-label="WorldQuant 密码"
-                  value={password}
+                    mode="password"
-                  onChange={setPassword}
+                    value={password}
-                  placeholder={
+                    onChange={setPassword}
-                    account.configured
+                    placeholder={
-                      ? "已保存，输入新密码可更新"
+                      account.configured
-                      : "输入平台密码"
+                        ? "已保存，输入新密码可更新"
-                  }
+                        : "输入平台密码"
-                  autoComplete="new-password"
+                    }
-                />
+                    autoComplete="new-password"
-              </label>
+                  />
-            </div>
+                </label>
+              </div>
+            )}
             <div className="inline-actions">
-              <Button
+              {account.credentials_source !== "environment" && (
-                type="tertiary"
+                <Button
-                htmlType="submit"
+                  type="tertiary"
-                disabled={!email || !password || blocked}
+                  htmlType="submit"
-                loading={busy === "save"}
+                  disabled={!email || !password || blocked}
-              >
+                  loading={busy === "save"}
-                保存凭据
+                >
-              </Button>
+                  保存凭据
+                </Button>
+              )}
               <Button
                 theme="solid"
                 disabled={!account.configured || blocked}

frontend/src/pages/AlphaPage.tsx

@@ -514,45 +514,6 @@ export function AlphaPage({
             </span>
           </span>
         </div>
-        <SavedViews
-          filters={{ ...filters, submission, sort, direction, limit: pageSize }}
-          columns={visibleColumns}
-          onRestore={(view) => {
-            const {
-              submission: savedSubmission,
-              sort: savedSort,
-              direction: savedDirection,
-              limit,
-              offset: _offset,
-              ...rest
-            } = view.filters;
-            const values = Object.fromEntries(
-              Object.entries(rest)
-                .filter(([, v]) => v !== null && v !== undefined)
-                .map(([k, v]) => [k, String(v)]),
-            );
-            setFilters(values);
-            setDraft(values);
-            setPage(1);
-            setSelected([]);
-            if (
-              savedSubmission === "SUBMITTED" ||
-              savedSubmission === "UNSUBMITTED"
-            )
-              setSubmission(savedSubmission);
-            setSort(String(savedSort || "date_created"));
-            setDirection(String(savedDirection || "desc"));
-            if (typeof limit === "number") setPageSize(limit);
-            const next = [
-              ...new Set([
-                "name",
-                ...view.columns.filter((c) => c in columnLabels),
-              ]),
-            ];
-            setVisibleColumns(next);
-            localStorage.setItem("alpha-columns", JSON.stringify(next));
-          }}
-        />
         <form
           className="filter-panel"
           onSubmit={(e) => {
@@ -592,12 +553,6 @@ export function AlphaPage({
               optionList={stateOptions}
               onChange={(v) => updateDraft("research_state", v)}
             />
-            <Button htmlType="submit" theme="solid">
-              查询
-            </Button>
-            <Button type="tertiary" theme="borderless" onClick={clearFilters}>
-              重置
-            </Button>
           </div>
           <details className="advanced-filters">
             <summary>
@@ -724,7 +679,55 @@ export function AlphaPage({
               数值筛选使用平台原始值，例如 Turnover 0.15 表示 15%。
             </p>
           </details>
+          <div className="inline-actions filter-actions">
+            <Button htmlType="submit" theme="solid">
+              查询
+            </Button>
+            <Button type="tertiary" theme="borderless" onClick={clearFilters}>
+              重置
+            </Button>
+          </div>
         </form>
+        <SavedViews
+          filters={{ ...filters, submission, sort, direction, limit: pageSize }}
+          columns={visibleColumns}
+          onRestore={(view) => {
+            const {
+              submission: savedSubmission,
+              sort: savedSort,
+              direction: savedDirection,
+              limit,
+              offset: _offset,
+              ...rest
+            } = view.filters;
+            const values = Object.fromEntries(
+              Object.entries(rest)
+                .filter(([, v]) => v !== null && v !== undefined)
+                .map(([k, v]) => [k, String(v)]),
+            );
+            setFilters(values);
+            setDraft(values);
+            setPage(1);
+            setSelected([]);
+            if (
+              savedSubmission === "SUBMITTED" ||
+              savedSubmission === "UNSUBMITTED"
+            )
+              setSubmission(savedSubmission);
+            setSort(String(savedSort || "date_created"));
+            setDirection(String(savedDirection || "desc"));
+            if (typeof limit === "number") setPageSize(limit);
+            const next = [
+              ...new Set([
+                "name",
+                ...view.columns.filter((c) => c in columnLabels),
+              ]),
+            ];
+            setVisibleColumns(next);
+            localStorage.setItem("alpha-columns", JSON.stringify(next));
+          }}
+        />
+
         <div className="table-toolbar">
           <div>
             <strong>

frontend/src/pages/DatasetPage.tsx

@@ -981,24 +981,6 @@ export function DatasetPage({
               )
             }
           />
-          <Button
-            loading={busy}
-            disabled={!scopeValid}
-            onClick={() => void sync()}
-          >
-            同步目录
-          </Button>
-          <Button
-            onClick={() => {
-              remember();
-              setHistoryOpen(true);
-            }}
-          >
-            已保存输入 ({drafts.length})
-          </Button>
-          <span className="muted">
-            {formatTime(data.synced_at, account?.timezone)}
-          </span>
         </div>
         {scopeError && (
           <Banner
@@ -1041,9 +1023,27 @@ export function DatasetPage({
               optionList={options(data.categories[browse.category] ?? [])}
               onChange={(v) => editBrowse({ subcategory: String(v ?? "") })}
             />
-            <Button onClick={() => setBrowse(initialBrowse)}>重置筛选</Button>
           </div>
           <div className="catalog-tools">
+            <Button
+              loading={busy}
+              disabled={!scopeValid}
+              onClick={() => void sync()}
+            >
+              同步目录
+            </Button>
+            <Button
+              onClick={() => {
+                remember();
+                setHistoryOpen(true);
+              }}
+            >
+              已保存输入 ({drafts.length})
+            </Button>
+            <span className="muted">
+              {formatTime(data.synced_at, account?.timezone)}
+            </span>
+            <Button onClick={() => setBrowse(initialBrowse)}>重置筛选</Button>
             <span aria-live="polite">{summary}</span>
             {restoreAction}
             {inputAction}
@@ -1075,24 +1075,11 @@ export function DatasetPage({
         {...panelProps}
         className="catalog-sheet catalog-fields"
         visible={fieldsOpen && !suspended && active}
-        width={viewport < 900 ? viewport : viewport * 0.75}
+        width="60%"
         mask={top === "fields"}
       >
         <div className="catalog-layer" ref={fieldsRef}>
           {fieldError && <Banner type="danger" description={fieldError} />}
-          <div className="catalog-tools">
-            <Button onClick={onChat}>AI 助手</Button>
-            <Button aria-label="关闭字段列表" onClick={close}>
-              关闭
-            </Button>
-            <span>{summary}</span>
-            {restoreAction}
-            {inputAction}
-            <Button loading={busy} onClick={() => void sync(selected?.id)}>
-              刷新字段
-            </Button>
-            {jobStatus}
-          </div>
           <div className="catalog-tools">
             <span>
               {scope.region} · {scope.universe} · Delay {scope.delay}
@@ -1130,9 +1117,22 @@ export function DatasetPage({
                 editBrowse({ coverage_min: String(v ?? "") }, true)
               }
             />
+          </div>
+          <div className="catalog-tools">
             <Button onClick={() => setFieldBrowse(initialBrowse)}>
               重置筛选
             </Button>
+            <Button onClick={onChat}>AI 助手</Button>
+            <Button aria-label="关闭字段列表" onClick={close}>
+              关闭
+            </Button>
+            <span>{summary}</span>
+            {restoreAction}
+            {inputAction}
+            <Button loading={busy} onClick={() => void sync(selected?.id)}>
+              刷新字段
+            </Button>
+            {jobStatus}
           </div>
           <Table<Entry>
             className="alpha-table catalog-table"
@@ -1161,11 +1161,7 @@ export function DatasetPage({
         zIndex={1101}
         className="catalog-sheet catalog-detail"
         visible={!!detail && !suspended && active}
-        width={
+        width="60%"
-          detail?.field && viewport >= 900
-            ? viewport * 0.3
-            : Math.min(560, viewport)
-        }
       >
         <div className="catalog-layer" ref={detailRef}>
           <div className="catalog-tools">
@@ -1288,7 +1284,7 @@ export function DatasetPage({
         zIndex={1102}
         className="catalog-sheet"
         visible={inputOpen && !suspended && active}
-        width={Math.min(560, viewport)}
+        width="60%"
       >
         <div className="catalog-layer" ref={inputRef}>
           <div className="catalog-tools">
@@ -1349,7 +1345,7 @@ export function DatasetPage({
         zIndex={1103}
         className="catalog-sheet"
         visible={historyOpen && !suspended && active}
-        width={Math.min(560, viewport)}
+        width="60%"
       >
         <div className="catalog-layer" ref={historyRef}>
           <div className="catalog-tools">

frontend/src/research/FeaturesPage.tsx

@@ -1,3 +1,4 @@
+import { ResearchList, ResearchDetail } from "./ResearchList";
 import { useEffect, useRef, useState } from "react";
 import {
   Banner,
@@ -41,6 +42,7 @@ export function FeaturesPage({
   onAction: (action: UIAction) => void;
   onContext: (context: PageContext) => void;
 }) {
+  const [detailOpen, setDetailOpen] = useState(false);
   const [draft, setDraft] = useState<Feature>(blank);
   const [asset, setAsset] = useState<FeatureAsset | null>(null);
   const [items, setItems] = useState<FeatureAsset[]>([]);
@@ -95,6 +97,7 @@ export function FeaturesPage({
     );
   }, [active, action]);
   async function load(item: FeatureAsset) {
+    setDetailOpen(true);
     setAsset(item);
     setDraft(item.content);
     setVersions(await api(`/research/assets/${item.id}/versions`));
@@ -127,27 +130,12 @@ export function FeaturesPage({
     return saved;
   }
   return (
-    <section className="research-workspace">
+    <section className="research-workspace research-list-page">
-      <div className="section-toolbar">
+      {error && !detailOpen && <Banner type="danger" description={error} />}
-        <div>
+      <ResearchList
-          <h2>特征工程</h2>
+        resetKey={JSON.stringify([q, page])}
-          <p className="muted">
+        label="特征方案"
-            围绕固定字段记录处理步骤与经济假设，再进入模板、候选和回测闭环。
+        filters={
-          </p>
-        </div>
-        <Button
-          onClick={() => {
-            setAsset(null);
-            setDraft(blank());
-            setVersions([]);
-          }}
-        >
-          新建特征方案
-        </Button>
-      </div>
-      {error && <Banner type="danger" description={error} />}
-      <div className="research-layout">
-        <aside className="research-library">
           <Input
             aria-label="搜索特征方案"
             placeholder="搜索方案"
@@ -157,24 +145,76 @@ export function FeaturesPage({
               setPage(1);
             }}
           />
-          {items.map((item) => (
+        }
-            <Button
+        actions={
-              key={item.id}
+          <Button
-              block
+            theme="solid"
-              theme={asset?.id === item.id ? "light" : "borderless"}
+            onClick={() => {
-              onClick={() => void run("load", () => load(item))}
+              setAsset(null);
-            >
+              setDraft(blank());
-              {item.name} · v{item.version}
+              setVersions([]);
-            </Button>
+              setDetailOpen(true);
-          ))}
+            }}
-          <Pagination
+          >
-            size="small"
+            新建特征方案
-            currentPage={page}
+          </Button>
-            pageSize={25}
+        }
-            total={total}
+        pagination={
-            onPageChange={setPage}
+          <>
-          />
+            <span>共 {total} 个方案</span>
-        </aside>
+            {total > 0 && (
+              <Pagination
+                size="small"
+                currentPage={page}
+                pageSize={25}
+                total={total}
+                onPageChange={setPage}
+              />
+            )}
+          </>
+        }
+      >
+        <table className="research-table">
+          <thead>
+            <tr>
+              <th>方案名称</th>
+              <th>版本</th>
+              <th>经济假设</th>
+              <th>固定输入</th>
+              <th>处理步骤</th>
+            </tr>
+          </thead>
+          <tbody>
+            {items.map((item) => (
+              <tr key={item.id}>
+                <td>
+                  <Button
+                    theme="borderless"
+                    onClick={() => void run("load", () => load(item))}
+                  >
+                    {item.name}
+                  </Button>
+                </td>
+                <td>v{item.version}</td>
+                <td>{item.content.hypothesis || "—"}</td>
+                <td>{item.content.input_ids.length}</td>
+                <td>{item.content.steps.length}</td>
+              </tr>
+            ))}
+          </tbody>
+        </table>
+        {!items.length && (
+          <p className="research-list-empty">
+            暂无特征方案，请新建方案或调整筛选条件。
+          </p>
+        )}
+      </ResearchList>
+      <ResearchDetail
+        title={asset ? asset.name : "新建特征方案"}
+        visible={active && detailOpen}
+        onClose={() => setDetailOpen(false)}
+      >
+        {error && <Banner type="danger" description={error} />}
         <div className="research-main">
           <div className="inline-actions">
             {asset && (
@@ -380,7 +420,7 @@ export function FeaturesPage({
             保存步骤不会计算原始时间序列。转换后的模板保留此方案的完整版本，回测前仍需展开校验并确认候选。
           </p>
         </div>
-      </div>
+      </ResearchDetail>
     </section>
   );
 }

frontend/src/research/OperatorsPage.tsx

@@ -1,3 +1,4 @@
+import { ResearchList, ResearchDetail } from "./ResearchList";
 import { ResearchSelect } from "./ResearchSelect";
 import { useEffect, useState } from "react";
 import {
@@ -61,94 +62,65 @@ export function OperatorsPage({ active }: { active: boolean }) {
     if (active) void task(load);
   }, [active, query, category, favorite, offset]);
   return (
-    <div className="research-workspace">
+    <div className="research-workspace research-list-page">
-      <header className="research-page-heading">
+      {error && !selected && <Banner type="danger" description={error} />}
-        <div>
+      <ResearchList
-          <h2>算子库</h2>
+        resetKey={JSON.stringify([query, category, favorite, offset])}
-          <p>
+        label="算子库"
-            平台定义只读，本地收藏和研究备注独立保存。同步时间：
+        filters={
-            {formatTime(result.fetched_at)}
+          <div className="research-toolbar">
-          </p>
+            <Input
-        </div>
+              aria-label="搜索算子"
-        <Button
+              placeholder="名称、参数或描述"
-          theme="solid"
+              value={query}
-          loading={busy}
+              onChange={(value) => {
-          onClick={() =>
+                setQuery(value);
-            void task(async () => {
+                setOffset(0);
-              await post("/catalog/operators/refresh");
+              }}
-              await load();
+            />
-            })
+            <ResearchSelect
-          }
+              label="算子分类"
-        >
+              value={category}
-          同步算子目录
+              optionList={[
-        </Button>
+                { value: "", label: "全部分类" },
-      </header>
+                ...result.categories.map((value) => ({ value, label: value })),
-      {error && <Banner type="danger" description={error} />}
+              ]}
-      <div className="research-toolbar">
+              onChange={(value) => {
-        <Input
+                setCategory(value as string);
-          aria-label="搜索算子"
+                setOffset(0);
-          placeholder="名称、参数或描述"
+              }}
-          value={query}
+            />
-          onChange={(value) => {
+            <Checkbox
-            setQuery(value);
+              checked={favorite}
-            setOffset(0);
+              onChange={(event) => {
-          }}
+                setFavorite(!!event.target.checked);
-        />
+                setOffset(0);
-        <ResearchSelect
+              }}
-          label="算子分类"
+            >
-          value={category}
+              只看收藏
-          optionList={[
+            </Checkbox>
-            { value: "", label: "全部分类" },
+          </div>
-            ...result.categories.map((value) => ({ value, label: value })),
+        }
-          ]}
+        actions={
-          onChange={(value) => {
+          <>
-            setCategory(value as string);
+            <Button
-            setOffset(0);
+              theme="solid"
-          }}
+              loading={busy}
-        />
+              onClick={() =>
-        <Checkbox
+                void task(async () => {
-          checked={favorite}
+                  await post("/catalog/operators/refresh");
-          onChange={(event) => {
+                  await load();
-            setFavorite(!!event.target.checked);
+                })
-            setOffset(0);
+              }
-          }}
+            >
-        >
+              同步算子目录
-          只看收藏
+            </Button>
-        </Checkbox>
+            <span className="muted">
-      </div>
+              同步时间：{formatTime(result.fetched_at)}
-      <div className="research-operator-layout">
+            </span>
-        <section className="research-card">
+          </>
-          <table className="research-table">
+        }
-            <thead>
+        pagination={
-              <tr>
-                <th>算子</th>
-                <th>分类</th>
-                <th>定义</th>
-              </tr>
-            </thead>
-            <tbody>
-              {result.items.map((item) => (
-                <tr key={item.name}>
-                  <td>
-                    <Button
-                      theme="borderless"
-                      onClick={() => setSelected(item)}
-                    >
-                      {item.local.favorite ? "已收藏 · " : ""}
-                      {item.name}
-                    </Button>
-                  </td>
-                  <td>{item.category}</td>
-                  <td>
-                    <code>{item.definition}</code>
-                  </td>
-                </tr>
-              ))}
-            </tbody>
-          </table>
-          {!result.items.length && (
-            <p>暂无算子。连接平台并同步目录，或调整筛选条件。</p>
-          )}
           <div className="research-toolbar">
             <span>共 {result.total} 个</span>
             <Button
@@ -164,7 +136,43 @@ export function OperatorsPage({ active }: { active: boolean }) {
               下一页
             </Button>
           </div>
-        </section>
+        }
+      >
+        <table className="research-table">
+          <thead>
+            <tr>
+              <th>算子</th>
+              <th>分类</th>
+              <th>定义</th>
+            </tr>
+          </thead>
+          <tbody>
+            {result.items.map((item) => (
+              <tr key={item.name}>
+                <td>
+                  <Button theme="borderless" onClick={() => setSelected(item)}>
+                    {item.local.favorite ? "已收藏 · " : ""}
+                    {item.name}
+                  </Button>
+                </td>
+                <td>{item.category}</td>
+                <td>
+                  <code>{item.definition}</code>
+                </td>
+              </tr>
+            ))}
+          </tbody>
+        </table>
+        {!result.items.length && (
+          <p>暂无算子。连接平台并同步目录，或调整筛选条件。</p>
+        )}
+      </ResearchList>
+      <ResearchDetail
+        title={selected?.name || "算子详情"}
+        visible={active && !!selected}
+        onClose={() => setSelected(null)}
+      >
+        {error && <Banner type="danger" description={error} />}
         {selected && (
           <section className="research-card">
             <h3>{selected.name}</h3>
@@ -225,7 +233,7 @@ export function OperatorsPage({ active }: { active: boolean }) {
             </div>
           </section>
         )}
-      </div>
+      </ResearchDetail>
     </div>
   );
 }

frontend/src/research/PipelinePage.tsx

@@ -1,3 +1,4 @@
+import { ResearchList, ResearchDetail } from "./ResearchList";
 import { useEffect, useState } from "react";
 import { Banner, Button, Pagination } from "@douyinfe/semi-ui-19";
 import { api, formatTime } from "../api";
@@ -23,7 +24,8 @@ export function PipelinePage({
     localStorage.getItem("research-selected-flow"),
   );
   const [run, setRun] = useState<FlowRun | null>(null);
-  const [creating, setCreating] = useState(!selected);
+  const [creating, setCreating] = useState(false);
+  const [detailOpen, setDetailOpen] = useState(false);
   const [revision, setRevision] = useState(0);
   const [error, setError] = useState("");
   useEffect(() => {
@@ -59,46 +61,78 @@ export function PipelinePage({
     };
   }, [active, page, selected, revision]);
   function select(id: string) {
+    setRun(null);
+    setDetailOpen(true);
     setSelected(id);
     localStorage.setItem("research-selected-flow", id);
     setCreating(false);
   }
   return (
-    <section className="research-workspace">
+    <section className="research-workspace research-list-page">
-      <div className="section-toolbar">
+      {error && !detailOpen && <Banner type="danger" description={error} />}
-        <div>
+      <ResearchList
-          <h2>研究流水线</h2>
+        resetKey={JSON.stringify([page])}
-          <p className="muted">
+        label="研究流水线"
-            生成 → 校验与设参 → 回测 → 评估决策 → 增强 → 重新展开
+        actions={
-          </p>
+          <Button
-        </div>
+            theme="solid"
-        <Button onClick={() => setCreating(true)}>新建自动研究</Button>
+            onClick={() => {
-      </div>
+              setCreating(true);
-      {error && <Banner type="danger" description={error} />}
+              setDetailOpen(true);
-      <div className="research-layout">
+            }}
-        <aside className="research-library">
+          >
-          <h3>研究运行</h3>
+            新建自动研究
-          {items.map((item) => (
+          </Button>
-            <button
+        }
-              className={`research-library-item ${selected === item.id ? "selected" : ""}`}
+        pagination={
-              key={item.id}
+          <>
-              onClick={() => select(item.id)}
+            <span>共 {total} 次运行</span>
-            >
+            {total > 0 && (
-              <strong>{item.name}</strong>
+              <Pagination
-              <span>
+                size="small"
-                {flowStatus[item.status]} · 第 {item.round} 轮
+                total={total}
-              </span>
+                currentPage={page}
-              <span>{formatTime(item.created_at)}</span>
+                pageSize={25}
-            </button>
+                onPageChange={setPage}
-          ))}
+              />
-          <Pagination
+            )}
-            size="small"
+          </>
-            total={total}
+        }
-            currentPage={page}
+      >
-            pageSize={25}
+        <table className="research-table">
-            onPageChange={setPage}
+          <thead>
-          />
+            <tr>
-        </aside>
+              <th>研究名称</th>
+              <th>状态</th>
+              <th>轮次</th>
+              <th>创建时间</th>
+            </tr>
+          </thead>
+          <tbody>
+            {items.map((item) => (
+              <tr key={item.id}>
+                <td>
+                  <Button theme="borderless" onClick={() => select(item.id)}>
+                    {item.name}
+                  </Button>
+                </td>
+                <td>{flowStatus[item.status]}</td>
+                <td>{item.round}</td>
+                <td>{formatTime(item.created_at)}</td>
+              </tr>
+            ))}
+          </tbody>
+        </table>
+        {!items.length && (
+          <p className="research-list-empty">暂无研究运行，请新建自动研究。</p>
+        )}
+      </ResearchList>
+      <ResearchDetail
+        title={creating ? "新建自动研究" : "研究运行详情"}
+        visible={active && detailOpen}
+        onClose={() => setDetailOpen(false)}
+      >
+        {error && <Banner type="danger" description={error} />}
         <div className="research-main">
           {creating ? (
             <FlowLaunchForm
@@ -119,7 +153,7 @@ export function PipelinePage({
             )
           )}
         </div>
-      </div>
+      </ResearchDetail>
     </section>
   );
 }

frontend/src/research/ResearchList.tsx

@@ -0,0 +1,68 @@
+import { useEffect, useRef, type ReactNode } from "react";
+import { SideSheet } from "@douyinfe/semi-ui-19";
+
+/** Parent supplies a bounded flex area; only the data viewport owns scrolling. */
+export function ResearchList({
+  label,
+  resetKey,
+  filters,
+  actions,
+  pagination,
+  children,
+}: {
+  label: string;
+  resetKey: string;
+  filters?: ReactNode;
+  actions: ReactNode;
+  pagination: ReactNode;
+  children: ReactNode;
+}) {
+  const viewport = useRef<HTMLDivElement>(null);
+  useEffect(() => {
+    viewport.current?.scrollTo({ top: 0, left: 0 });
+  }, [resetKey]);
+  return (
+    <section className="research-list" aria-label={label}>
+      {filters && <div className="research-list-filters">{filters}</div>}
+      <div className="research-list-actions">{actions}</div>
+      <div
+        ref={viewport}
+        className="research-list-scroll"
+        tabIndex={0}
+        aria-label={`${label}数据区`}
+      >
+        {children}
+      </div>
+      <div className="table-pagination">{pagination}</div>
+    </section>
+  );
+}
+
+/** Keep drafts mounted while closed; inactive workspace pages must hide portals. */
+export function ResearchDetail({
+  title,
+  visible,
+  onClose,
+  children,
+}: {
+  title: string;
+  visible: boolean;
+  onClose: () => void;
+  children: ReactNode;
+}) {
+  return (
+    <SideSheet
+      title={title}
+      className="research-detail"
+      placement="right"
+      width="60%"
+      visible={visible}
+      onCancel={onClose}
+      closeOnEsc
+      keepDOM
+      motion={false}
+    >
+      <div className="research-detail-content">{children}</div>
+    </SideSheet>
+  );
+}

frontend/src/research/workspace.css

@@ -1,73 +1,25 @@
 .research-workspace {
-  height: 100%;
+  display: flex;
-  overflow: auto;
+  flex-direction: column;
-  padding: 24px 28px;
+  flex: 1;
-  color: var(--semi-color-text-0);
+  min-height: 0;
   min-width: 0;
+  overflow: hidden;
+  color: var(--semi-color-text-0);
 }
-.research-page-heading,
 .research-section-heading {
   display: flex;
   align-items: center;
   justify-content: space-between;
   gap: 16px;
 }
-.research-page-heading {
-  margin-bottom: 24px;
-}
-.research-page-heading h2 {
-  font-size: 22px;
-  margin: 0 0 8px;
-}
 .research-workspace p,
+.research-detail-content p,
 .research-hint {
   font-size: 13px;
   color: var(--semi-color-text-2);
   line-height: 1.6;
 }
-.research-layout {
-  display: grid;
-  grid-template-columns: 220px minmax(0, 1fr);
-  gap: 24px;
-  align-items: start;
-}
-.research-library {
-  position: sticky;
-  top: 0;
-  max-height: calc(100vh - 180px);
-  overflow: auto;
-  padding-right: 12px;
-}
-.research-library h3,
-.research-card h3 {
-  font-size: 16px;
-  margin: 0 0 12px;
-}
-.research-library > h3 {
-  margin-top: 28px;
-}
-.research-library-item {
-  display: flex;
-  flex-direction: column;
-  gap: 6px;
-  background: transparent;
-  border: 0;
-  border-radius: 6px;
-  padding: 12px;
-  text-align: left;
-  width: 100%;
-  color: inherit;
-  cursor: pointer;
-  margin: 4px 0;
-}
-.research-library-item.selected,
-.research-library-item:hover {
-  background: var(--semi-color-fill-0);
-}
-.research-library-item span {
-  font-size: 12px;
-  color: var(--semi-color-text-2);
-}
 .research-main {
   min-width: 0;
   display: grid;
@@ -80,6 +32,10 @@
   background: var(--semi-color-bg-1);
   min-width: 0;
 }
+.research-card h3 {
+  font-size: 16px;
+  margin: 0 0 12px;
+}
 .research-card label,
 .research-editor label {
   display: flex;
@@ -127,13 +83,15 @@
   justify-self: start;
 }
 .research-code-editor textarea,
-.research-workspace code {
+.research-workspace code,
+.research-detail-content code {
   font-family: ui-monospace, SFMono-Regular, Menlo, monospace;
   font-size: 12px;
   white-space: pre-wrap;
   overflow-wrap: anywhere;
 }
-.research-workspace pre {
+.research-workspace pre,
+.research-detail-content pre {
   white-space: pre-wrap;
   overflow-wrap: anywhere;
   font-size: 12px;
@@ -170,19 +128,16 @@
 .research-table details {
   margin-top: 8px;
 }
-.research-workspace summary {
+.research-workspace summary,
+.research-detail-content summary {
   cursor: pointer;
   font-size: 13px;
 }
-.research-comparison-grid,
+.research-comparison-grid {
-.research-operator-layout {
   display: grid;
   grid-template-columns: repeat(2, minmax(0, 1fr));
   gap: 20px;
 }
-.research-operator-layout {
-  grid-template-columns: minmax(0, 1.5fr) minmax(280px, 1fr);
-}
 .research-comparison-grid article {
   padding-top: 12px;
 }
@@ -192,31 +147,10 @@
   padding: 18px 12px 8px;
 }
 @media (max-width: 1100px) {
-  .research-layout {
-    grid-template-columns: 170px minmax(0, 1fr);
-    gap: 16px;
-  }
-  .research-workspace {
-    padding: 20px;
-  }
-  .research-operator-layout,
   .research-comparison-grid {
     grid-template-columns: 1fr;
   }
 }
-@media (max-width: 760px) {
-  .research-layout {
-    display: block;
-  }
-  .research-library {
-    position: static;
-    max-height: 200px;
-    margin-bottom: 16px;
-  }
-  .research-page-heading {
-    align-items: start;
-  }
-}
 
 .research-sr-only {
   position: absolute;
@@ -381,3 +315,77 @@
     grid-template-columns: repeat(2, minmax(0, 1fr));
   }
 }
+
+/* Lists inherit the viewport boundary; controls and pagination never join data scrolling. */
+.research-list {
+  display: flex;
+  flex-direction: column;
+  flex: 1;
+  min-height: 0;
+  min-width: 0;
+  border: 1px solid var(--line);
+  border-radius: 6px;
+  overflow: hidden;
+}
+.research-list-filters,
+.research-list-actions {
+  display: flex;
+  flex-wrap: wrap;
+  align-items: center;
+  flex: 0 0 auto;
+  gap: 12px;
+  padding: 12px;
+}
+.research-list-filters {
+  border-bottom: 1px solid var(--line);
+}
+.research-list-filters > .semi-input-wrapper {
+  flex: 1;
+  min-width: 160px;
+}
+.research-list-filters > .research-toolbar {
+  width: 100%;
+}
+.research-list .research-toolbar {
+  margin: 0;
+}
+.research-list-scroll {
+  flex: 1;
+  min-height: 0;
+  min-width: 0;
+  overflow: auto;
+  overscroll-behavior: contain;
+}
+.research-list-scroll .research-table th {
+  position: sticky;
+  top: 0;
+  z-index: 1;
+  background: var(--canvas);
+}
+.research-list-empty {
+  padding: 40px 16px;
+  text-align: center;
+}
+.research-detail .semi-sidesheet-body {
+  min-height: 0;
+  overflow: auto;
+  overscroll-behavior: contain;
+}
+.research-detail-content {
+  min-width: 0;
+  color: var(--ink);
+}
+.research-detail-content .research-main {
+  display: flex;
+  flex-direction: column;
+  gap: 16px;
+}
+.quantflow-detail-body {
+  flex: 1;
+  min-height: 0;
+  overflow: auto;
+}
+.quantflow-detail-actions {
+  flex-shrink: 0;
+  padding: 8px 0 12px;
+}

frontend/src/style.css

@@ -240,6 +240,9 @@ label:not(.semi-checkbox):not(.semi-radio) {
 .primary-filters > .semi-select {
   width: 136px;
 }
+.filter-actions {
+  margin-top: var(--space-2);
+}
 .advanced-filters {
   margin-top: var(--space-2);
 }

frontend/src/types.ts

@@ -71,6 +71,7 @@ export type AlphaDetail = Alpha & {
 export type Account = {
   email: string | null;
   configured: boolean;
+  credentials_source?: "environment" | "database";
   wq_user_id: string | null;
   profile: Record<string, unknown>;
   connection_status: string;

frontend/tests/dataset.spec.ts

@@ -89,7 +89,7 @@ test("目录筛选、双层详情、完整输入、排除、备注与刷新", as
   const fields = page.getByRole("dialog", { name: "数据字段", exact: true });
   await expect(fields).toBeVisible();
   await expect(fields).toContainText("全部 123 个字段");
-  expect((await fields.boundingBox())!.width).toBeCloseTo(1080, 0);
+  expect((await fields.boundingBox())!.width).toBeCloseTo(864, 0);
   await page.getByLabel("搜索字段").fill("字段 12");
   await expect(fields.getByRole("button", { name: /TEST 字段/ })).toHaveCount(
     3,
@@ -99,7 +99,7 @@ test("目录筛选、双层详情、完整输入、排除、备注与刷新", as
     .click();
   const detail = page.getByRole("dialog", { name: "字段详情", exact: true });
   await expect(detail).toContainText("FUTURE_TYPE");
-  expect((await detail.boundingBox())!.width).toBeCloseTo(432, 0);
+  expect((await detail.boundingBox())!.width).toBeCloseTo(864, 0);
   await page.getByLabel("研究备注", { exact: true }).fill("保留字段研究假设");
   await page.getByRole("button", { name: "保存备注", exact: true }).click();
   await expect(page.getByText("研究备注已保存")).toBeVisible();
@@ -173,7 +173,7 @@ test("窄屏抽屉、键盘隔离和研究范围切换", async ({ page }) => {
   await openFields(page);
   const fields = page.getByRole("dialog", { name: "数据字段", exact: true });
   await expect(fields).toBeVisible();
-  expect((await fields.boundingBox())!.width).toBeCloseTo(390, 0);
+  expect((await fields.boundingBox())!.width).toBeCloseTo(234, 0);
   await page
     .getByRole("button", { name: "TEST 字段 000", exact: true })
     .click();

frontend/tests/quantflow.spec.ts

@@ -19,7 +19,7 @@ test("native QuantFlow canvas saves versions, branches and restores artifacts",
     .getByRole("button", { name: "QuantFlow", exact: true })
     .click();
   await expect(
-    page.getByRole("heading", { name: "QuantFlow", exact: true }),
+    page.getByRole("region", { name: "QuantFlow", exact: true }),
   ).toBeVisible();
   await page.request.put("/api/v1/account/credentials", {
     headers,
@@ -114,6 +114,7 @@ test("native QuantFlow canvas saves versions, branches and restores artifacts",
     })
   ).json();
   await page.reload();
+  await page.getByRole("button", { name: "新建流程", exact: true }).click();
   await page.getByLabel("流程名称", { exact: true }).fill("画布原生研究");
   async function add(kind: string, label: string) {
     await page.getByLabel("新增节点类型").selectOption(kind);
@@ -179,7 +180,7 @@ test("native QuantFlow canvas saves versions, branches and restores artifacts",
     .getByRole("option")
     .filter({ hasText: fixed.id.slice(0, 8) })
     .click();
-  await page.getByRole("heading", { name: "QuantFlow", exact: true }).click();
+  await page.getByLabel("自动研究假设").click();
   for (const [label, value] of [
     ["最大轮数", "1"],
     ["最大模拟条目数", "2"],

frontend/tests/research-flows.spec.ts

@@ -19,7 +19,7 @@ test("finite pipeline confirms scope and budget, executes native steps and resto
     .getByRole("button", { name: "研究流水线", exact: true })
     .click();
   await expect(
-    page.getByRole("heading", { name: "研究流水线", exact: true }),
+    page.getByRole("region", { name: "研究流水线", exact: true }),
   ).toBeVisible();
   await page.request.put("/api/v1/account/credentials", {
     headers,
@@ -94,6 +94,7 @@ test("finite pipeline confirms scope and budget, executes native steps and resto
     ).ok(),
   ).toBe(true);
   await page.reload();
+  await page.getByRole("button", { name: "新建自动研究", exact: true }).click();
   await page.getByLabel("自动研究名称").fill("浏览器有限研究");
   await page.getByLabel("自动研究假设").fill("研究排名稳定性");
   await page.getByRole("combobox", { name: "自动研究固定输入" }).click();
@@ -101,7 +102,7 @@ test("finite pipeline confirms scope and budget, executes native steps and resto
     .getByRole("option")
     .filter({ hasText: fixed.id.slice(0, 8) })
     .click();
-  await page.getByRole("heading", { name: "研究流水线", exact: true }).click();
+  await page.getByLabel("自动研究名称").click();
   for (const [label, value] of [
     ["最大轮数", "1"],
     ["最大模拟条目数", "2"],
@@ -110,16 +111,16 @@ test("finite pipeline confirms scope and budget, executes native steps and resto
   ])
     await page.getByLabel(label, { exact: true }).fill(value);
   await page.getByRole("button", { name: "核对并启动研究" }).click();
-  await expect(page.getByRole("dialog", {name: "确认自动研究授权"})).toContainText(
+  await expect(
-    "最多 1 轮、2 条模拟、2 次模型调用",
+    page.getByRole("dialog", { name: "确认自动研究授权" }),
-  );
+  ).toContainText("最多 1 轮、2 条模拟、2 次模型调用");
   const started = page.waitForResponse(
     (r) =>
       r.url().endsWith("/research/flows/runs") &&
       r.request().method() === "POST",
   );
   await page
-    .getByRole("dialog", {name: "确认自动研究授权"})
+    .getByRole("dialog", { name: "确认自动研究授权" })
     .getByRole("button", { name: "confirm", exact: true })
     .click();
   const response = await started;
@@ -143,6 +144,9 @@ test("finite pipeline confirms scope and budget, executes native steps and resto
   expect(completed.model_calls_used).toBe(2);
   expect(completed.steps).toHaveLength(8);
   await page.reload();
+  await page
+    .getByRole("button", { name: "浏览器有限研究", exact: true })
+    .click();
   await expect(
     page.getByRole("region", { name: "研究运行详情" }),
   ).toContainText("浏览器有限研究");

frontend/tests/research-outcomes.spec.ts

@@ -15,7 +15,7 @@ test("feature conversion, saved views and immutable evaluations", async ({
   await page.getByLabel("密码", { exact: true }).fill("browser-test-password");
   await page.getByRole("button", { name: "进入工作空间" }).click();
   await expect(
-    page.getByRole("heading", { name: "特征工程", exact: true }),
+    page.getByRole("button", { name: "新建特征方案", exact: true }),
   ).toBeVisible();
   await page.request.put("/api/v1/account/credentials", {
     headers,
@@ -62,6 +62,7 @@ test("feature conversion, saved views and immutable evaluations", async ({
   ).json();
   expect(fixed.id).toBeTruthy();
   await page.reload();
+  await page.getByRole("button", { name: "新建特征方案", exact: true }).click();
   await page.getByLabel("特征方案名称", { exact: true }).fill("浏览器特征验收");
   await page
     .getByLabel("特征经济假设", { exact: true })
@@ -71,7 +72,7 @@ test("feature conversion, saved views and immutable evaluations", async ({
     .getByRole("option")
     .filter({ hasText: fixed.id.slice(0, 8) })
     .click();
-  await page.getByRole("heading", { name: "特征工程", exact: true }).click();
+  await page.getByLabel("特征方案名称", { exact: true }).click();
   await page.getByRole("button", { name: "添加处理步骤" }).click();
   await page.getByLabel("步骤 1 名称").fill("横截面排名");
   await page.getByLabel("步骤 1 理由").fill("减少尺度影响");
@@ -97,6 +98,7 @@ test("feature conversion, saved views and immutable evaluations", async ({
   expect(templates.items[0].provenance.feature.content.input_ids).toEqual([
     fixed.id,
   ]);
+  await page.keyboard.press("Escape");
   await page.getByRole("button", { name: "Alpha 管理", exact: true }).click();
   await page.getByLabel("视图名称", { exact: true }).fill("浏览器常用队列");
   await page.getByRole("button", { name: "保存为新视图" }).click();

scripts/deploy-production.sh

@@ -0,0 +1,60 @@
+#!/usr/bin/env bash
+# Deploy on the target Linux Docker host with configuration injected by Gitea.
+# Returns nonzero on configuration/build/migration/health failure. Never removes data.
+set -Eeuo pipefail
+umask 077
+
+cd "$(dirname "${BASH_SOURCE[0]}")/.."
+# Fail before touching the host; never read a checkout's local .env file.
+for key in WQ_EMAIL WQ_PASSWORD DATABASE_URL ADMIN_PASSWORD ENCRYPTION_KEY DATABASE_NETWORK PUBLIC_ORIGIN; do
+  if [[ -z "${!key:-}" ]]; then
+    echo "Missing required Gitea configuration: $key" >&2
+    exit 1
+  fi
+done
+state_dir="${DEPLOY_STATE_DIR:-/opt/wq-alpha}"
+if [[ "$state_dir" != /* || ! -d "$state_dir" || ! -w "$state_dir" ]]; then
+  echo 'DEPLOY_STATE_DIR must be an existing writable absolute directory.' >&2
+  exit 1
+fi
+command -v flock >/dev/null
+# Stable across checkouts; stores only a lock and release metadata, never credentials.
+exec 9>"$state_dir/deploy.lock"
+flock -n 9 || { echo 'Another production deployment is running.' >&2; exit 1; }
+export DEPLOY_TAG="${DEPLOY_TAG:-$(git rev-parse HEAD)}"
+compose=(docker compose --env-file /dev/null -p wq-alpha-production -f compose.production.yaml)
+trap 'rc=$?; "${compose[@]}" --profile jobs ps -a || true; exit "$rc"' EXIT
+
+"${compose[@]}" config --quiet
+"${compose[@]}" --profile jobs config --quiet
+"${compose[@]}" build backend web
+# Validate secrets and DB connectivity before interrupting the running version.
+"${compose[@]}" run --rm --no-deps backend python -c '
+import asyncio
+from app.config import Settings
+from sqlalchemy import text
+from sqlalchemy.ext.asyncio import create_async_engine
+async def check():
+    settings = Settings()
+    engine = create_async_engine(settings.database_url)
+    try:
+        async with engine.connect() as connection:
+            await connection.execute(text("SELECT 1"))
+    finally:
+        await engine.dispose()
+try:
+    asyncio.run(check())
+except Exception:
+    raise SystemExit("Production configuration/database preflight failed; check env and database access.") from None
+'
+
+# Record immutable image references before switching; do not prune old images.
+previous_images=$("${compose[@]}" images --quiet)
+if [[ -n "$previous_images" ]]; then
+  docker image inspect --format '{{.Id}} {{json .RepoTags}}' $previous_images > "$state_dir/previous-images.txt"
+fi
+"${compose[@]}" stop web backend
+"${compose[@]}" --profile jobs run --rm --no-deps migrate
+"${compose[@]}" up -d --no-build --remove-orphans --wait --wait-timeout 180 backend web
+printf '%s\n' "$DEPLOY_TAG" > "$state_dir/current-release.txt"
+echo "Production is healthy; release $DEPLOY_TAG"

scripts/init_env.py

@@ -14,6 +14,7 @@ content = "\n".join([
     f"ADMIN_PASSWORD={secrets.token_urlsafe(24)}",
     f"POSTGRES_PASSWORD={secrets.token_hex(24)}",
     f"ENCRYPTION_KEY={base64.urlsafe_b64encode(secrets.token_bytes(32)).decode()}",
+    "WQ_EMAIL=", "WQ_PASSWORD=",
     "LOCAL_PORT=8080", "DOMAIN=alpha.example.com", "",
 ])
 try: