yuxuanhui
871 lines
31 KiB
TypeScript
871 lines
31 KiB
TypeScript
import { SimulationSettingsEditor } from "../settings/SimulationSettingsEditor";
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import { useSettingsOptions } from "../settings/useSettingsOptions";
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import {
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ResearchDataInput,
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researchSelection,
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} from "../preparations/ResearchDataInput";
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import { ResearchList, ResearchDetail } from "./ResearchList";
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import { ResearchSelect } from "./ResearchSelect";
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import { useEffect, useRef, useState } from "react";
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import {
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Banner,
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Button,
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Input,
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InputNumber,
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Table,
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TextArea,
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Toast,
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} from "@douyinfe/semi-ui-19";
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import { ResearchInput } from "../ai/ResearchInput";
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import { IconAIEditLevel3 } from "@douyinfe/semi-icons";
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import { api, post, formatTime } from "../api";
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import type { PageContext, UIAction } from "../ai/types";
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import { initialSettings, type SimulationSettings } from "../backtests/types";
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import {
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blankTemplate,
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type Asset,
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type Experiment,
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type InputSnapshot,
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type Template,
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} from "./workspaceTypes";
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import { TemplateEditor } from "./TemplateEditor";
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import { ExperimentView } from "./ExperimentView";
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import { DeleteResearchButton } from "./DeleteResearchButton";
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import { ComparisonPanel } from "./ComparisonPanel";
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import "./workspace.css";
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type ImportResult = {
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templates: Template[];
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digest: string;
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conflicts: unknown[];
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errors: unknown[];
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differences?: unknown[];
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};
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export function ResearchWorkspace({
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page,
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active,
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action,
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onAction,
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onContext,
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}: {
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page: "templates" | "variants";
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active: boolean;
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action: UIAction | null;
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onAction: (action: UIAction) => void;
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onContext: (context: PageContext) => void;
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}) {
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const [detailOpen, setDetailOpen] = useState(false);
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const [detailMode, setDetailMode] = useState<"editor" | "experiment">(
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"editor",
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);
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const [listMode, setListMode] = useState("assets");
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const processedAction = useRef<number | null>(null);
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const [assets, setAssets] = useState<Asset[]>([]);
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const [inputs, setInputs] = useState<InputSnapshot[]>([]);
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const [inputIds, setInputIds] = useState<string[]>([]);
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const [template, setTemplate] = useState<Template>(blankTemplate);
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const [asset, setAsset] = useState<Asset | null>(null);
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const [hypothesis, setHypothesis] = useState("");
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const [parent, setParent] = useState("");
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const [method, setMethod] = useState("structure");
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const [settings, setSettings] = useState<SimulationSettings>(initialSettings);
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const options = useSettingsOptions(active && detailOpen);
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const [settingsValid, setSettingsValid] = useState(false);
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const [mode, setMode] = useState("all");
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const [limit, setLimit] = useState(100);
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const [seed, setSeed] = useState(0);
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const [experiment, setExperiment] = useState<Experiment | null>(null);
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const [history, setHistory] = useState<
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{ id: string; name: string; created_at: string; total: number }[]
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>([]);
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const [busy, setBusy] = useState("");
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const [error, setError] = useState("");
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const [search, setSearch] = useState("");
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const [assetPage, setAssetPage] = useState(0);
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const [historyPage, setHistoryPage] = useState(0);
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const [assetTotal, setAssetTotal] = useState(0);
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const [historyTotal, setHistoryTotal] = useState(0);
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const refreshSequence = useRef(0);
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const [importText, setImportText] = useState("");
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const [importResult, setImportResult] = useState<ImportResult | null>(null);
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const selectedInputs = inputs.filter((input) => inputIds.includes(input.id));
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const dirty =
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!asset || JSON.stringify(template) !== JSON.stringify(asset.content);
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async function task(label: string, action: () => Promise<void>) {
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setBusy(label);
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setError("");
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try {
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await action();
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} catch (error) {
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setError((error as Error).message);
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} finally {
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setBusy("");
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}
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}
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async function refresh() {
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const sequence = ++refreshSequence.current;
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const [nextAssets, nextInputs, nextHistory] = await Promise.all([
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api<{ items: Asset[]; total: number }>(
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`/research/assets?kind=template&limit=25&offset=${assetPage * 25}&q=${encodeURIComponent(search)}`,
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),
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Promise.resolve({ items: inputs }),
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api<{ items: typeof history; total: number }>(
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`/research/experiments?limit=25&offset=${historyPage * 25}`,
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),
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]);
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if (sequence !== refreshSequence.current) return;
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setAssetTotal(nextAssets.total);
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setHistoryTotal(nextHistory.total);
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setAssetPage((current) =>
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Math.min(current, Math.max(0, Math.ceil(nextAssets.total / 25) - 1)),
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);
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setHistoryPage((current) =>
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Math.min(current, Math.max(0, Math.ceil(nextHistory.total / 25) - 1)),
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);
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setAssets(nextAssets.items);
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setInputs(nextInputs.items);
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setHistory(nextHistory.items);
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}
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useEffect(() => {
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if (active) void task("读取研究素材", refresh);
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}, [active, search, assetPage, historyPage]);
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useEffect(() => {
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if (active)
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onContext({
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page,
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research_asset_id: asset?.id,
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research_experiment_id: experiment?.id,
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alpha_id: parent.split(/[,，\s]+/)[0] || undefined,
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input_snapshot_id:
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inputIds.length === 1 &&
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!inputs.find((i) => i.id === inputIds[0])?.preparation_ref
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? inputIds[0]
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: undefined,
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});
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}, [active, page, asset?.id, experiment?.id, parent, inputIds, onContext]);
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useEffect(() => {
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if (!active || !action || processedAction.current === action.nonce) return;
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processedAction.current = action.nonce;
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if (
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["open_experiment", "open_template", "open_variant"].includes(action.type)
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) {
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setDetailOpen(true);
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setDetailMode(
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action.type === "open_experiment" ? "experiment" : "editor",
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);
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}
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if (action.type === "open_experiment")
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void task("读取实验", async () =>
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setExperiment(
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await api(`/research/experiments/${action.experiment_id}`),
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),
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);
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if (action.type === "open_template")
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void task("读取模板", async () => {
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const next = await api<Asset>(
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`/research/assets/${action.asset_id}${action.version ? `?version=${action.version}` : ""}`,
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);
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setAsset(next);
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setTemplate(next.content);
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const feature = next.provenance?.feature;
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if (feature) {
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setInputIds(feature.content.input_ids);
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setHypothesis(feature.content.hypothesis);
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const fixed = feature.provenance?.inputs || [];
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setInputs((old) => [
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...old,
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...fixed.filter((i) => !old.some((o) => o.id === i.id)),
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]);
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const first = fixed[0];
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if (first)
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setSettings((old) => ({
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...old,
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region: first.scope.region,
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universe: first.scope.universe,
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delay: first.scope.delay,
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}));
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}
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});
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if (action.type === "open_variant") {
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setParent(action.alpha_id);
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setMethod("structure");
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}
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}, [active, action]);
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async function save() {
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const next = asset
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? await api<Asset>(`/research/assets/${asset.id}`, {
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method: "PUT",
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body: JSON.stringify({
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kind: "template",
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version: asset.version,
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content: template,
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}),
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})
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: await post<Asset>("/research/assets", {
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kind: "template",
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content: template,
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});
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setAsset(next);
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setTemplate(next.content);
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await refresh();
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Toast.success(`已保存模板 v${next.version}`);
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}
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async function generate() {
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const next = await post<Asset>("/research/generate", {
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name: template.name,
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hypothesis,
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...researchSelection(inputIds, inputs),
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parent_alpha_ids: parent ? parent.split(/[,，\s]+/).filter(Boolean) : [],
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method: page === "variants" ? "structure" : "template",
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});
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setAsset(next);
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setTemplate(next.content);
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await refresh();
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}
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async function removeAsset(item: Asset) {
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await api(`/research/assets/${item.id}?version=${item.version}`, {
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method: "DELETE",
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});
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setAssets((old) => old.filter((entry) => entry.id !== item.id));
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setAssetTotal((old) => Math.max(0, old - 1));
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if (asset?.id === item.id) {
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if (detailMode === "editor") setDetailOpen(false);
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setAsset(null);
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setTemplate(blankTemplate());
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}
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Toast.success("模板已删除");
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await refresh();
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}
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async function removeExperiment(item: { id: string }) {
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await api(`/research/experiments/${item.id}`, { method: "DELETE" });
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setHistory((old) => old.filter((entry) => entry.id !== item.id));
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setHistoryTotal((old) => Math.max(0, old - 1));
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if (experiment?.id === item.id) {
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if (detailMode === "experiment") setDetailOpen(false);
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setExperiment(null);
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}
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Toast.success("生成记录已删除");
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await refresh();
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}
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async function expand() {
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if (dirty) throw new Error("请先保存模板版本，再生成可追溯候选");
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const next = await post<Experiment>("/research/experiments", {
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asset_id: asset!.id,
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version: asset!.version,
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...researchSelection(inputIds, inputs),
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hypothesis,
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settings,
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mode,
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limit,
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seed,
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parent_alpha_ids: parent ? parent.split(/[,，\s]+/).filter(Boolean) : [],
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});
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setExperiment(next);
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await refresh();
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}
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const combination = Object.values(template.variables)
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.reduce(
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(size, variable) =>
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size * BigInt(new Set(variable.values.map(String)).size),
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1n,
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)
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.toString();
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return (
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<div className="research-workspace research-list-page">
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{error && !detailOpen && <Banner type="danger" description={error} />}
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<ResearchList
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resetKey={JSON.stringify([listMode, search, assetPage, historyPage])}
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label={page === "templates" ? "模板工坊" : "Alpha 变体"}
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filters={
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<>
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<ResearchSelect
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label="研究列表"
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value={listMode}
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optionList={[
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{ value: "assets", label: "模板库" },
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{ value: "history", label: "生成记录" },
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]}
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onChange={(value) => setListMode(String(value))}
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/>
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{listMode === "assets" && (
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<Input
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aria-label="搜索模板"
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placeholder="搜索名称"
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value={search}
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onChange={(value) => {
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setSearch(value);
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setAssetPage(0);
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}}
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/>
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)}
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</>
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}
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actions={
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<>
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<Button
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theme="solid"
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onClick={() => {
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setAsset(null);
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setTemplate(blankTemplate());
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setExperiment(null);
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setDetailMode("editor");
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setDetailOpen(true);
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}}
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>
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新建
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</Button>
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<Button loading={!!busy} onClick={() => void task("刷新", refresh)}>
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刷新素材
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</Button>
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</>
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}
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pagination={
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<>
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<span>
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共 {listMode === "assets" ? assetTotal : historyTotal} 条
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</span>
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<div className="inline-actions">
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<Button
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disabled={!(listMode === "assets" ? assetPage : historyPage)}
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onClick={() =>
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listMode === "assets"
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? setAssetPage(assetPage - 1)
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: setHistoryPage(historyPage - 1)
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}
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>
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上一页
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</Button>
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<Button
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disabled={
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listMode === "assets"
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? (assetPage + 1) * 25 >= assetTotal
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: (historyPage + 1) * 25 >= historyTotal
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}
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onClick={() =>
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listMode === "assets"
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? setAssetPage(assetPage + 1)
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: setHistoryPage(historyPage + 1)
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}
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>
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下一页
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</Button>
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</div>
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</>
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}
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>
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{listMode === "assets" ? (
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<>
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<Table<Asset>
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className="research-table"
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dataSource={assets}
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rowKey="id"
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pagination={false}
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size="small"
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sticky
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style={{ minWidth: 720 }}
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empty="还没有模板。新建或导入一个模板开始研究。"
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columns={[
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{
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title: "模板名称",
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key: "name",
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render: (_, item) => (
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<Button
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theme="borderless"
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onClick={() =>
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void task("读取模板", async () => {
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const next = await api<Asset>(
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`/research/assets/${item.id}`,
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);
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setAsset(next);
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setTemplate(next.content);
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setExperiment(null);
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setDetailMode("editor");
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setDetailOpen(true);
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})
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}
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>
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{item.name}
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</Button>
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),
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},
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{
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title: "版本",
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key: "version",
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width: 80,
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render: (_, item) => <>v{item.version}</>,
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},
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{
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title: "表达式",
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key: "expression",
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width: 260,
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render: (_, item) => <code>{item.content.expression}</code>,
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},
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{
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title: "分类",
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key: "category",
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width: 90,
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render: (_, item) =>
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item.content.category === "fragment" ? "片段" : "模板",
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},
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{
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title: "操作",
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key: "actions",
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width: 80,
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render: (_, item) => (
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<DeleteResearchButton
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name={item.name}
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label="模板"
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disabled={!!busy}
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onConfirm={() =>
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task("删除模板", () => removeAsset(item))
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}
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/>
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),
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},
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]}
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/>
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</>
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) : (
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<>
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<Table<(typeof history)[number]>
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className="research-table"
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dataSource={history}
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rowKey="id"
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pagination={false}
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size="small"
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sticky
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style={{ minWidth: 640 }}
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empty="暂无生成记录。"
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columns={[
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{
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title: "研究名称",
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key: "name",
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render: (_, item) => (
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<Button
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theme="borderless"
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onClick={() =>
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void task("读取实验", async () => {
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setExperiment(
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await api(`/research/experiments/${item.id}`),
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);
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setDetailMode("experiment");
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setDetailOpen(true);
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})
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}
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>
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{item.name}
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</Button>
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),
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},
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{
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title: "候选数量",
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key: "total",
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width: 110,
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render: (_, item) => item.total,
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},
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{
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title: "创建时间",
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key: "created_at",
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width: 190,
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render: (_, item) => formatTime(item.created_at),
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},
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{
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title: "操作",
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key: "actions",
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width: 80,
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render: (_, item) => (
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<DeleteResearchButton
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name={item.name}
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label="生成记录"
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disabled={!!busy}
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onConfirm={() =>
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task("删除生成记录", () => removeExperiment(item))
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}
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/>
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),
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},
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]}
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/>
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</>
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)}
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</ResearchList>
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<ResearchDetail
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width="min(100vw, max(640px, 60vw))"
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title={
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detailMode === "experiment"
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? experiment?.name || "生成记录"
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: page === "variants"
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? "Alpha 变体详情"
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: asset?.name || "新建模板"
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}
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visible={active && detailOpen}
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onClose={() => setDetailOpen(false)}
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>
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{error && <Banner type="danger" description={error} />}
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{detailMode === "experiment" ? (
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experiment && (
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<ExperimentView
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key={experiment.id}
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experiment={experiment}
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onAction={onAction}
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deleting={!!busy}
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onDelete={() =>
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task("删除生成记录", () => removeExperiment(experiment))
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}
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/>
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)
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) : (
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<div className="research-main">
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{asset?.archived && (
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<Banner
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type="info"
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description="此模板已删除，当前显示保留的历史版本；可另存新模板继续编辑。"
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/>
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)}
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<section className="research-card">
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<h3>研究输入与假设</h3>
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{page === "variants" && (
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<>
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<div className="research-methods">
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<Button
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theme={method === "structure" ? "solid" : "light"}
|
||
onClick={() => setMethod("structure")}
|
||
>
|
||
结构与字段变体
|
||
</Button>
|
||
<Button
|
||
theme={method === "settings" ? "solid" : "light"}
|
||
onClick={() => setMethod("settings")}
|
||
>
|
||
市场与设置变体
|
||
</Button>
|
||
</div>
|
||
<p>
|
||
{method === "structure"
|
||
? "神笔马良：保留种子与改动依据，研究新的表达式。"
|
||
: "缘分一道桥：保持表达式，为各目标市场重新固定输入后检查可用范围。"}
|
||
</p>
|
||
<label>
|
||
种子 Alpha
|
||
<Input
|
||
aria-label="种子 Alpha"
|
||
value={parent}
|
||
onChange={setParent}
|
||
placeholder="已同步的 Alpha ID"
|
||
/>
|
||
</label>
|
||
</>
|
||
)}
|
||
<label>
|
||
固定研究输入
|
||
<ResearchDataInput
|
||
label="选择数据准备"
|
||
ids={inputIds}
|
||
inputs={inputs}
|
||
onChange={(ids, rows) => {
|
||
setInputs(rows);
|
||
setInputIds(ids);
|
||
const first = rows.find((r) => r.id === ids[0]);
|
||
if (first)
|
||
setSettings((old) => ({
|
||
...old,
|
||
region: first.scope.region,
|
||
universe: first.scope.universe,
|
||
delay: first.scope.delay,
|
||
}));
|
||
}}
|
||
/>
|
||
</label>
|
||
<p className="research-hint">
|
||
从数据准备选择集合；每个集合可包含同范围下多个数据集的字段。
|
||
</p>
|
||
{page === "variants" && method === "settings" ? (
|
||
<label>
|
||
本次研究假设
|
||
<TextArea
|
||
aria-label="本次研究假设"
|
||
value={hypothesis}
|
||
onChange={setHypothesis}
|
||
autosize={{ minRows: 2, maxRows: 5 }}
|
||
/>
|
||
</label>
|
||
) : (
|
||
<div className="research-ai-section">
|
||
<h4>
|
||
<IconAIEditLevel3 aria-hidden="true" />
|
||
本次研究假设
|
||
</h4>
|
||
<ResearchInput
|
||
maxLength={10000}
|
||
label="本次研究假设"
|
||
value={hypothesis}
|
||
onChange={setHypothesis}
|
||
placeholder={
|
||
page === "variants"
|
||
? "描述希望保留的信号与要探索的变体方向…"
|
||
: "描述经济假设、信号方向与希望验证的关系…"
|
||
}
|
||
references={[
|
||
...selectedInputs.map((input) => ({
|
||
id: input.id,
|
||
name: `${input.name} · ${input.scope.region}/${input.scope.universe}/D${input.scope.delay} · ${input.field_ids.length} 字段 · ${input.id}`,
|
||
})),
|
||
...(page === "variants" && parent
|
||
? [
|
||
{
|
||
id: "parent-alpha",
|
||
name: `种子 Alpha：${parent}`,
|
||
},
|
||
]
|
||
: []),
|
||
]}
|
||
disabled={!!busy}
|
||
canSubmit={!!inputIds.length}
|
||
busy={busy === "AI 生成"}
|
||
submitLabel="AI 生成模板"
|
||
sendHotKey="shift+enter"
|
||
onSubmit={() => void task("AI 生成", generate)}
|
||
prompts={
|
||
page === "variants"
|
||
? ["保留种子的经济含义，探索不同时间窗口和字段组合"]
|
||
: ["研究短期价格反转与成交量之间的关系"]
|
||
}
|
||
hint={
|
||
inputIds.length
|
||
? "基于已关联的固定输入生成，保留假设供下一轮调整。"
|
||
: "请先关联固定研究输入。"
|
||
}
|
||
/>
|
||
</div>
|
||
)}
|
||
</section>
|
||
{page !== "variants" || method === "structure" ? (
|
||
<section className="research-card">
|
||
<div className="research-section-heading">
|
||
<h3>
|
||
编辑与展开{asset && ` · v${asset.version}`}
|
||
{dirty && " · 未保存"}
|
||
</h3>
|
||
</div>
|
||
<TemplateEditor
|
||
value={template}
|
||
onChange={setTemplate}
|
||
inputs={selectedInputs}
|
||
/>
|
||
{asset && (
|
||
<div className="research-toolbar">
|
||
<span>版本记录</span>
|
||
<ResearchSelect
|
||
label="模板历史版本"
|
||
value={asset.version}
|
||
optionList={Array.from(
|
||
{
|
||
length:
|
||
assets.find((item) => item.id === asset.id)
|
||
?.version || asset.version,
|
||
},
|
||
(_, i) => ({ value: i + 1, label: `v${i + 1}` }),
|
||
)}
|
||
onChange={(version) =>
|
||
void task("读取历史版本", async () => {
|
||
const next = await api<Asset>(
|
||
`/research/assets/${asset.id}?version=${version}`,
|
||
);
|
||
setAsset(next);
|
||
setTemplate(next.content);
|
||
})
|
||
}
|
||
/>
|
||
<Button
|
||
onClick={() => {
|
||
setAsset(null);
|
||
setTemplate({
|
||
...template,
|
||
name: `${template.name}（副本）`,
|
||
});
|
||
}}
|
||
>
|
||
另存新模板
|
||
</Button>
|
||
</div>
|
||
)}
|
||
<div className="research-toolbar">
|
||
<Button
|
||
disabled={!!busy || asset?.archived}
|
||
onClick={() => void task("保存模板", save)}
|
||
>
|
||
保存模板版本
|
||
</Button>
|
||
{asset && !asset.archived && (
|
||
<DeleteResearchButton
|
||
name={asset.name}
|
||
label="模板"
|
||
disabled={!!busy}
|
||
onConfirm={() =>
|
||
task("删除模板", () => removeAsset(asset))
|
||
}
|
||
/>
|
||
)}
|
||
<span>组合规模：{combination}</span>
|
||
</div>
|
||
<div className="research-form-grid">
|
||
<label>
|
||
展开方式
|
||
<ResearchSelect
|
||
label="展开方式"
|
||
value={mode}
|
||
optionList={[
|
||
{ value: "all", label: "全组合" },
|
||
{ value: "random", label: "可复现随机采样" },
|
||
]}
|
||
onChange={(value) => setMode(value as string)}
|
||
/>
|
||
</label>
|
||
<label>
|
||
候选数量上限
|
||
<InputNumber
|
||
aria-label="候选数量上限"
|
||
value={limit}
|
||
min={1}
|
||
max={10000}
|
||
onChange={(value) => setLimit(Number(value))}
|
||
/>
|
||
</label>
|
||
<label>
|
||
随机种子
|
||
<InputNumber
|
||
aria-label="随机种子"
|
||
value={seed}
|
||
onChange={(value) => setSeed(Number(value))}
|
||
/>
|
||
</label>
|
||
</div>
|
||
<SimulationSettingsEditor
|
||
value={settings}
|
||
onChange={setSettings}
|
||
{...options}
|
||
onRefresh={() => void options.refresh()}
|
||
fixedScopes={selectedInputs.map((r) => r.scope)}
|
||
disabled={!!busy}
|
||
onValidityChange={setSettingsValid}
|
||
/>
|
||
<Button
|
||
theme="solid"
|
||
disabled={
|
||
dirty ||
|
||
!inputIds.length ||
|
||
!hypothesis ||
|
||
!!busy ||
|
||
!settingsValid
|
||
}
|
||
onClick={() => void task("生成候选", expand)}
|
||
>
|
||
保存候选研究记录
|
||
</Button>
|
||
</section>
|
||
) : (
|
||
<section className="research-card">
|
||
<h3>目标范围检查</h3>
|
||
<p>
|
||
保留种子表达式和模拟参数，按各目标输入的市场、股票池与延迟生成设置变体。局部变量不会当作字段；无法核实的字段不会被跳过。
|
||
</p>
|
||
<Button
|
||
theme="solid"
|
||
disabled={!parent || !inputIds.length || !!busy}
|
||
onClick={() =>
|
||
void task("检查设置变体", async () => {
|
||
setExperiment(
|
||
await post("/research/variants/settings", {
|
||
alpha_id: parent,
|
||
...researchSelection(inputIds, inputs),
|
||
...(hypothesis ? { hypothesis } : {}),
|
||
}),
|
||
);
|
||
await refresh();
|
||
})
|
||
}
|
||
>
|
||
生成设置变体
|
||
</Button>
|
||
</section>
|
||
)}
|
||
{experiment && (
|
||
<ExperimentView
|
||
key={experiment.id}
|
||
experiment={experiment}
|
||
onAction={onAction}
|
||
deleting={!!busy}
|
||
onDelete={() =>
|
||
task("删除生成记录", () => removeExperiment(experiment))
|
||
}
|
||
/>
|
||
)}
|
||
{page === "templates" && (
|
||
<details className="research-card">
|
||
<summary>导入旧模板</summary>
|
||
<p>
|
||
粘贴 cnhk 模板 JSON
|
||
或模板数组。先预览转换结果，同名模板不会自动覆盖。
|
||
</p>
|
||
<TextArea
|
||
aria-label="导入模板 JSON"
|
||
value={importText}
|
||
onChange={(text) => {
|
||
setImportText(text);
|
||
setImportResult(null);
|
||
}}
|
||
autosize={{ minRows: 4, maxRows: 12 }}
|
||
/>
|
||
<Button
|
||
disabled={!!busy || !importText}
|
||
onClick={() =>
|
||
void task("预览导入", async () => {
|
||
const data = JSON.parse(importText);
|
||
setImportResult(
|
||
await post("/research/templates/import-preview", {
|
||
templates: Array.isArray(data) ? data : [data],
|
||
}),
|
||
);
|
||
})
|
||
}
|
||
>
|
||
预览导入差异
|
||
</Button>
|
||
{importResult && (
|
||
<>
|
||
<pre>{JSON.stringify(importResult, null, 2)}</pre>
|
||
<Button
|
||
disabled={
|
||
!!busy ||
|
||
!!importResult.errors?.length ||
|
||
!!importResult.conflicts?.length
|
||
}
|
||
onClick={() =>
|
||
void task("导入模板", async () => {
|
||
await post("/research/templates/import", {
|
||
templates: importResult.templates,
|
||
digest: importResult.digest,
|
||
});
|
||
setImportResult(null);
|
||
setImportText("");
|
||
await refresh();
|
||
Toast.success("导入完成");
|
||
})
|
||
}
|
||
>
|
||
确认导入
|
||
</Button>
|
||
</>
|
||
)}
|
||
</details>
|
||
)}
|
||
{page === "variants" && (
|
||
<ComparisonPanel key={parent} baseline={parent} />
|
||
)}
|
||
</div>
|
||
)}
|
||
</ResearchDetail>
|
||
</div>
|
||
);
|
||
}
|