yuxuanhui
308 lines
12 KiB
Python
308 lines
12 KiB
Python
"""Research capabilities use the same versioned assets and experiment services as HTTP."""
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from fastapi import HTTPException
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from pydantic import Field
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from ..ai.capabilities import Capability
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from ..backtests.ai_tools import wake_backtests
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from ..catalog.research_metadata import ResearchMetadata
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from ..schemas import Contract
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from .assets import Assets
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from .evaluations import Evaluations
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from .experiments import Experiments
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from .features import Features
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from .workspace_contracts import (
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AssetWrite,
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EvaluateInput,
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Expansion,
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FeatureSpec,
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SettingVariants,
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TemplateBacktest,
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TemplateSpec,
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)
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class AssetQuery(Contract):
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q: str = Field(default="", max_length=200)
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limit: int = Field(default=20, ge=1, le=100)
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offset: int = Field(default=0, ge=0)
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class AssetReference(Contract):
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asset_id: str = Field(min_length=1, max_length=36)
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version: int | None = Field(default=None, ge=1)
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class FixedAssetReference(AssetReference):
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version: int = Field(ge=1)
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class FeatureWrite(Contract):
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content: FeatureSpec
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asset_id: str | None = Field(default=None, max_length=36)
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version: int | None = Field(default=None, ge=1)
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class TemplateVersionWrite(FixedAssetReference):
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content: TemplateSpec
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class ExperimentReference(Contract):
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experiment_id: str = Field(min_length=1, max_length=36)
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class CandidatePreview(ExperimentReference):
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candidate_ids: list[str] | None = Field(default=None, min_length=1, max_length=10000)
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class TemplateBacktestRequest(TemplateBacktest, ExperimentReference):
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pass
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class TemplateCandidateQuery(ExperimentReference):
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limit: int = Field(default=25, ge=1, le=100)
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offset: int = Field(default=0, ge=0)
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async def confirm_template_backtest(ctx, args):
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service = Experiments(ctx.business.db)
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experiment = await service.get(args.experiment_id)
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if experiment["kind"] != "template" or experiment["archived"]:
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raise HTTPException(409, "请选择未删除的模板候选集合")
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return {"backtest": await service.preview(
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args.experiment_id, args.candidate_ids, backtests=ctx.business.backtests,
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)}
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async def start_template_backtest(ctx, args, preview):
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return await Experiments(ctx.business.db).start_template_backtest(
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args.experiment_id, args, backtests=ctx.business.backtests, confirmed_preview=preview["backtest"],
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)
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async def expand(ctx, args):
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kind = "variant" if args.parent_alpha_ids or args.parent_experiment_ids else "template"
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return await Experiments(ctx.business.db).create(
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args, kind, {"method": "structure" if kind == "variant" else "template"}
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)
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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。"
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CAPABILITIES = (
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Capability(
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name="search_research_templates",
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schema=AssetQuery,
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description="分页搜索已有模板与版本。",
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label="搜索模板",
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renderer="research",
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effect="query",
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handler=lambda ctx, args: Assets(ctx.business.db).list("template", **args.model_dump()),
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),
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Capability(
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name="get_research_template",
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schema=AssetReference,
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description="读取指定模板版本，未指定版本时只用于查看最新版本。",
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label="读取模板版本",
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renderer="research",
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effect="query",
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handler=lambda ctx, args: Assets(ctx.business.db).get(args.asset_id, args.version, "template"),
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),
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Capability(
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name="create_research_template",
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schema=TemplateSpec,
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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。",
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label="创建研究模板",
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renderer="research",
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effect="prepare",
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handler=lambda ctx, args: Assets(ctx.business.db).save(
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AssetWrite(kind="template", content=args.model_dump(mode="json")),
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),
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),
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Capability(
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name="create_research_template_version",
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schema=TemplateVersionWrite,
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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。",
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label="新增模板版本",
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renderer="research",
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effect="prepare",
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handler=lambda ctx, args: Assets(ctx.business.db).save(
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AssetWrite(kind="template", content=args.content.model_dump(mode="json"), version=args.version),
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args.asset_id,
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),
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),
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Capability(
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name="search_research_operators",
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schema=AssetQuery,
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description="检索已同步平台算子定义及本地备注。",
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label="检索算子",
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renderer="research",
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effect="query",
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handler=lambda ctx, args: ResearchMetadata(ctx.business.db).operators(**args.model_dump()),
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),
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Capability(
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name="expand_research_template",
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schema=Expansion,
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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。",
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label="展开模板候选",
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renderer="research",
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effect="prepare",
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handler=expand,
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),
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Capability(
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name="get_template_candidates",
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schema=TemplateCandidateQuery,
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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。",
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label="读取模板候选",
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renderer="research",
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effect="query",
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handler=lambda ctx, args: Experiments(ctx.business.db).template_candidates(**args.model_dump()),
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),
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Capability(
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name="start_template_backtest",
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schema=TemplateBacktestRequest,
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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。",
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label="回测模板候选",
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renderer="backtest",
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effect="confirm",
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preview=confirm_template_backtest,
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execute=start_template_backtest,
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after_commit=wake_backtests,
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refresh=("backtests",),
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),
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Capability(
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name="prepare_setting_variants",
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schema=SettingVariants,
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description="保持种子表达式，使用各目标市场独立固定输入保存设置变体；未知字段不认定可用。",
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label="研究设置变体",
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renderer="research",
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effect="prepare",
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handler=lambda ctx, args: Experiments(ctx.business.db).setting_variants(args),
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),
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Capability(
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name="get_research_experiment",
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schema=ExperimentReference,
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description="读取不可变候选实验、输入、模板版本和父来源。",
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label="读取研究实验",
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renderer="research",
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effect="query",
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handler=lambda ctx, args: Experiments(ctx.business.db).get(args.experiment_id),
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),
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Capability(
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name="prepare_experiment_backtest",
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schema=CandidatePreview,
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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。",
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label="准备研究回测",
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renderer="backtest",
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effect="prepare",
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refresh=("backtests",),
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handler=lambda ctx, args: Experiments(ctx.business.db).preview(
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args.experiment_id, args.candidate_ids
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),
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),
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)
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CAPABILITIES += (
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Capability(
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name="search_feature_plans",
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schema=AssetQuery,
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description="搜索版本化特征方案。",
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label="搜索特征方案",
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renderer="research",
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effect="query",
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handler=lambda ctx, args: Assets(ctx.business.db).list("feature", **args.model_dump()),
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),
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Capability(
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name="save_feature_plan",
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schema=FeatureWrite,
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description="保存固定输入、处理步骤和经济假设，不执行计算或回测。",
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label="保存特征方案",
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renderer="research",
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effect="prepare",
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handler=lambda ctx, args: Assets(ctx.business.db).save(
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AssetWrite(kind="feature", content=args.content.model_dump(mode="json"), version=args.version),
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args.asset_id,
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),
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),
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Capability(
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name="feature_to_template",
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schema=FixedAssetReference,
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description="将指定特征方案版本转为新模板，保留来源。",
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label="特征转为模板",
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renderer="research",
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effect="prepare",
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handler=lambda ctx, args: Features(ctx.business.db).to_template(args.asset_id, args.version),
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),
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Capability(
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name="evaluate_research",
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schema=EvaluateInput,
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description="保存版本化规则评估，缺失数据不会作为通过，不修改研究状态。",
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label="保存规则评估",
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renderer="research",
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effect="prepare",
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handler=lambda ctx, args: Evaluations(ctx.business.db).create(args),
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),
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)
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class FlowReference(Contract):
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run_id: str = Field(min_length=1, max_length=36)
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class FlowQuery(Contract):
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limit: int = Field(default=25, ge=1, le=100)
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offset: int = Field(default=0, ge=0)
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async def read_flow(ctx, args):
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from .workflows import Workflows
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return await Workflows(ctx.business.db).get(args.run_id)
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async def list_flows(ctx, args):
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from .workflows import Workflows
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return await Workflows(ctx.business.db).list(args.limit, args.offset)
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CAPABILITIES += (
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Capability(
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name="search_research_workflows",
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schema=AssetQuery,
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description="分页查阅 QuantFlow 原生流程与版本，不启动运行。",
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label="搜索研究流程",
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renderer="research",
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effect="query",
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handler=lambda ctx, args: Assets(ctx.business.db).list("workflow", **args.model_dump()),
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),
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Capability(
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name="get_research_workflow",
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schema=FixedAssetReference,
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description="读取指定研究流程版本及原生节点连接，配合 get_research_run 解释执行产物。",
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label="读取流程版本",
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renderer="research",
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effect="query",
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handler=lambda ctx, args: Assets(ctx.business.db).get(args.asset_id, args.version, "workflow"),
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),
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Capability(
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name="get_research_run",
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schema=FlowReference,
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description="读取研究运行的固定授权、预算、阶段和产物，不能启动或扩大研究。",
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label="读取研究运行",
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renderer="research",
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effect="query",
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handler=read_flow,
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),
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Capability(
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name="list_research_runs",
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schema=FlowQuery,
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description="分页查看已有研究运行。",
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label="查看研究运行",
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renderer="research",
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effect="query",
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handler=list_flows,
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),
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)
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INSTRUCTIONS += " 自动研究只能在用户启动时确认的有限预算内执行；可用 get_research_run 查看当前 research_run_id 的预算、步骤和中断原因。普通 Chatbox 不授予自动研究执行权限。"
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