fix: 无本地同地区基准时自相关通过并记为零

.scratch/semi-ai-workspace/issues/01-implement.md

@@ -0,0 +1,15 @@
+# 统一 AI 输入、对话与研究入口
+Type: task
+Status: resolved
+
+按 ../spec.md 实现并验证。主代理负责代码修改与最终验证；只读子代理核对测试启动方式。
+
+## Comments
+- 2026-09-10：用户已授权本地迭代。开始前仅 AGENTS.md 有用户改动，保持不动。
+
+## Answer
+- 已完成 AIChatInput 共用输入、AIChatDialogue 消息外壳、真实上下文引用、提示预填与 Semi AI 按钮/图标/Token。数据目录、模板、变体、特征生成入口已接入。
+- 保留 SDK/后端协议、流式 Markdown、工具卡片、确认及停止流程；研究详情支持窄屏，假设长度符合后端 10,000 字符限制。
+- 验证：19 项相关 Playwright E2E 全通过（本地模拟服务）；最终上下文摘要调整后 2 项链路复核通过。最终 pnpm build（含 tsc）及 git diff --check 通过。
+- 人工核看助手/生成页宽窄屏、深色截图；独立只读核验未发现业务边界问题。截图位于 output/playwright/。
+- 构建提示：第三方 lottie-web 的 eval 与主分包大小警告仍存在。未执行真实模型调用或平台模拟；未发布。

.scratch/semi-ai-workspace/spec.md

@@ -0,0 +1,9 @@
+# Semi AI 研究工作空间
+
+将现有 AI 研究助手、数据目录、模板工坊、Alpha 变体、特征工程升级为 Semi 2.103.0 AI 组件体验。保留后端协议、固定输入、业务工具卡片和确认执行语义。
+
+- 助手采用 AIChatInput / AIChatDialogue，复用流式 Markdown 和业务卡片；显示真实页面引用、按场景预填提示，保留会话与草稿行为。
+- 研究假设采用共用 AI 输入区，调用原有生成接口，保留假设和结构化编辑器。
+- AI 入口使用 colorful Button、Semi AI icons 与 AI tokens；普通业务状态仍保留状态语义。
+- 不启用未实现的文件上传、模型切换、历史消息修改或自动提交。
+- 验证类型、构建、助手/数据目录/研究页面的适用 E2E，并检查宽窄屏视觉。

AGENTS.md

@@ -11,3 +11,12 @@
 ### Domain docs
 
 采用 single-context 布局。探索代码库前，阅读 `docs/agents/domain.md`，并按其规则加载领域文档。
+
+### Semi MCP
+
+新增或调整 Semi UI 组件用法（属性、布局、对齐、状态展示、交互、主题样式），排查组件专属行为或进行版本迁移时，优先使用 `semi-mcp` 核对文档与示例。纯业务逻辑修改不触发此查询。
+
+- 先从项目依赖及锁文件确认实际版本，发现当前可用的 Semi MCP 工具，再按该版本调用 `get_semi_document`；示例被折叠时使用 `get_semi_code_block`。
+- 文档不足以解释行为时，使用 `get_component_file_list` 定位文件，再按需调用 `get_file_code` 或 `get_function_code` 核对实现。
+- 优先采用组件原生能力，例如 `Descriptions` 的对齐与列数属性、在 `value` 中使用 `Tag` 展示状态；确认原生能力不足后再添加局部样式。
+- 工具不可用或目标版本缺失时，说明限制，改查 Semi 官方文档及本机对应版本源码、类型定义；标明版本差异。已有有效查询结果可在当前任务中复用，实际效果仍需通过适当的类型检查或浏览器验证确认。

backend/app/jobs.py

@@ -515,7 +515,7 @@ class Runner:
     async def check_correlations(self, job_id, alpha_ids):
         """Check fixed targets against same-region submitted caches, with per-target recovery.
 
-        Missing references are reported as incomplete coverage. Authentication,
+        An empty same-region reference set passes locally with correlation zero. Authentication,
         transient upstream errors and cancellation retain the task for retry.
         """
         await self.checkpoint(job_id, {"total": len(alpha_ids)})
@@ -564,7 +564,12 @@ class Runner:
                     result["reason"] = "平台未提供目标 Alpha 的地区"
                 elif not reference_ids:
                     result = calculate_correlation([], [])
-                    result["reason"] = "没有同地区已提交 Alpha 可供比较，请先同步已提交 Alpha"
+                    # A local policy default, not a measured Pearson coefficient.
+                    result.update(
+                        status="low",
+                        max_correlation=0.0,
+                        reason="没有同地区已提交 Alpha 可供比较，按本地规则视为通过，自相关值记为 0",
+                    )
                 else:
                     target = await self.correlation_pnl(job_id, alpha_id)
                     references = []

backend/tests/test_alpha_management.py

@@ -353,3 +353,40 @@ async def test_scoped_date_query_parameters_and_no_platform_check(settings):
     assert "status!" in second and second["hidden"] == "true"
     assert all(r.method == "GET" and r.url.path == "/users/self/alphas" for r in requests)
     await client.close()
+
+
+@pytest.mark.parametrize("region", ["USA", None])
+async def test_empty_region_reference_set_passes_with_zero_but_missing_region_does_not(
+    app, logged_in, region
+):
+    runner = app.state.runner  # No credentials or PnL; this branch must stay local.
+    async with runner.sessions.begin() as db:
+        for raw in (
+            alpha("target", settings={"region": region}),
+            alpha("pending", settings={"region": "USA"}),
+            alpha("other-region", status="ACTIVE", settings={"region": "CHN"}),
+        ):
+            await upsert_alpha(db, raw)
+    job = (
+        await logged_in.post(
+            f"{PREFIX}/sync-jobs", json={"kind": "self_correlation", "alpha_ids": ["target"]}
+        )
+    ).json()
+    await runner.execute(job["id"])
+    assert (await result(runner, job["id"])).status == "completed"
+    report = (await logged_in.get(f"{PREFIX}/alphas/target/self-correlation")).json()["result"]
+    assert report["candidate_count"] == report["compared_count"] == report["skipped_count"] == 0
+    assert report["status"] == ("low" if region else "insufficient_data")
+    assert report["max_correlation"] == (0.0 if region else None)
+    assert not report["stale"] and report["matches"] == []
+    summary = (await logged_in.get(f"{PREFIX}/alphas?q=target")).json()["items"][0]["local_correlation"]
+    assert summary["status"] == report["status"]
+    assert summary["max_correlation"] == report["max_correlation"]
+    state = (await logged_in.get(f"{PREFIX}/alphas/target/submission")).json()
+    assert state["can_check"] is bool(region)
+    if region:
+        async with runner.sessions.begin() as db:
+            await upsert_alpha(db, alpha("new-peer", status="ACTIVE"))
+        report = (await logged_in.get(f"{PREFIX}/alphas/target/self-correlation")).json()["result"]
+        assert report["stale"]
+        assert not (await logged_in.get(f"{PREFIX}/alphas/target/submission")).json()["can_check"]

frontend/src/App.tsx

@@ -11,7 +11,11 @@ import {
   Tooltip,
 } from "@douyinfe/semi-ui-19";
 import zhCN from "@douyinfe/semi-ui-19/lib/es/locale/source/zh_CN";
-import { IconSetting, IconComment, IconHistory } from "@douyinfe/semi-icons";
+import {
+  IconSetting,
+  IconAIFilledLevel3,
+  IconHistory,
+} from "@douyinfe/semi-icons";
 import { QuantFlowPage } from "./research/QuantFlowPage";
 import { PipelinePage } from "./research/PipelinePage";
 import { FeaturesPage } from "./research/FeaturesPage";
@@ -265,7 +269,7 @@ export default function App() {
           />
           <div
             className="workspace-tools"
-            hidden={settingsOpen}
+            hidden={settingsOpen || (chatOpen && viewport < 1440)}
             inert={
               (chatOpen && viewport < 1440) || catalogModal || settingsOpen
             }
@@ -275,21 +279,22 @@ export default function App() {
             <Tooltip content="配置" visible={settingsOpen ? false : undefined}>
               <Button
                 aria-label="配置"
-                icon={<IconSetting />}
+                icon={<IconSetting aria-hidden="true" />}
                 type="tertiary"
                 theme="borderless"
                 onClick={openSettings}
               />
             </Tooltip>
             <Tooltip
-              content="Bot · 研究助手"
+              content="AI 研究助手"
               visible={chatOpen ? false : undefined}
             >
               <Button
                 aria-label="切换研究助手"
                 aria-expanded={chatOpen}
                 aria-controls="research-assistant"
-                icon={<IconComment />}
+                icon={<IconAIFilledLevel3 aria-hidden="true" />}
+                colorful
                 type="tertiary"
                 theme={chatOpen ? "light" : "borderless"}
                 onClick={() => setChatOpen(!chatOpen)}
@@ -299,7 +304,7 @@ export default function App() {
               <Badge count={pending || undefined}>
                 <Button
                   aria-label="同步任务"
-                  icon={<IconHistory />}
+                  icon={<IconHistory aria-hidden="true" />}
                   type="tertiary"
                   theme="borderless"
                   onClick={() => {

frontend/src/ai/AssistantDialogue.tsx

@@ -0,0 +1,115 @@
+import { lazy, Suspense } from "react";
+import { AIChatDialogue } from "@douyinfe/semi-ui-19";
+import { IconAIFilledLevel3, IconUser } from "@douyinfe/semi-icons";
+import type { Message } from "@douyinfe/semi-ui-19/lib/es/aiChatDialogue/interface";
+import type { Job } from "../types";
+import type { ChatMessage, ToolCard, UIAction } from "./types";
+import { BusinessCard } from "./ToolCard";
+
+const MessageMarkdown = lazy(() =>
+  import("./MessageMarkdown").then((module) => ({
+    default: module.MessageMarkdown,
+  })),
+);
+const roleConfig = { user: { name: "你" }, assistant: { name: "研究助手" } };
+
+/** Keep SDK parts and server-owned tool states intact inside Semi's dialogue shell. */
+export function AssistantDialogue({
+  messages,
+  streaming,
+  cards,
+  awaitingApproval,
+  onDecision,
+  onAction,
+  timezone,
+  jobs,
+}: {
+  messages: ChatMessage[];
+  streaming: boolean;
+  cards: Map<string, ToolCard>;
+  awaitingApproval: boolean;
+  onDecision: (id: string, approved: boolean) => Promise<void>;
+  onAction: (action: UIAction) => void;
+  timezone?: string;
+  jobs: Job[];
+}) {
+  const sources = new Map(messages.map((message) => [message.id, message]));
+  const chats: Message[] = messages.map((message) => ({
+    id: message.id,
+    role: message.role,
+    content: message.parts
+      .filter((part) => part.type === "text")
+      .map((part) => part.text)
+      .join("\n"),
+    status:
+      streaming &&
+      message.role === "assistant" &&
+      message.id === messages.at(-1)?.id
+        ? "in_progress"
+        : "completed",
+  }));
+  return (
+    <AIChatDialogue
+      chats={chats}
+      roleConfig={roleConfig}
+      align="leftAlign"
+      mode="userBubble"
+      showReset={false}
+      dialogueRenderConfig={{
+        renderDialogueAvatar: ({ message }) => (
+          <span className="ai-avatar">
+            {message?.role === "assistant" ? (
+              <IconAIFilledLevel3 size="large" aria-hidden="true" />
+            ) : (
+              <IconUser aria-hidden="true" />
+            )}
+          </span>
+        ),
+        // Only copying is supported; editing/retrying would mutate server-owned history.
+        renderDialogueAction: ({ message, defaultActionsObj }) =>
+          message?.content ? defaultActionsObj?.copyNode : null,
+        renderDialogueContent: ({ message }) => {
+          const source = message && sources.get(message.id);
+          if (!source) return null;
+          return (
+            <div className={`ai-message ${source.role}`}>
+              {source.parts.map((part, index) =>
+                part.type === "text" ? (
+                  source.role === "assistant" ? (
+                    <Suspense
+                      key={index}
+                      fallback={<div className="ai-text">{part.text}</div>}
+                    >
+                      <MessageMarkdown
+                        content={part.text}
+                        final={
+                          !streaming ||
+                          source.id !== messages.at(-1)?.id ||
+                          part.state === "done"
+                        }
+                      />
+                    </Suspense>
+                  ) : (
+                    <div className="ai-text" key={index}>
+                      {part.text}
+                    </div>
+                  )
+                ) : part.type === "data-tool" ? (
+                  <BusinessCard
+                    key={part.id ?? index}
+                    call={cards.get(part.data.id) ?? part.data}
+                    onDecision={onDecision}
+                    disabled={streaming || !awaitingApproval}
+                    onAction={onAction}
+                    timezone={timezone}
+                    jobs={jobs}
+                  />
+                ) : null,
+              )}
+            </div>
+          );
+        },
+      }}
+    />
+  );
+}

frontend/src/ai/ChatPanel.tsx

@@ -1,25 +1,16 @@
 import { useChat } from "@ai-sdk/react";
-import {
-  lazy,
-  Suspense,
-  useCallback,
-  useEffect,
-  useMemo,
-  useRef,
-  useState,
-} from "react";
-import {
-  Banner,
-  Button,
-  Select,
-  Spin,
-  Tag,
-  TextArea,
-} from "@douyinfe/semi-ui-19";
+import { useCallback, useEffect, useMemo, useRef, useState } from "react";
+import { Banner, Button, Select, Spin, Tag } from "@douyinfe/semi-ui-19";
 import { api, post } from "../api";
 import type { Job } from "../types";
-import { BusinessCard } from "./ToolCard";
-import { contextLabel } from "./workspace";
+import { AssistantDialogue } from "./AssistantDialogue";
+import { ResearchInput } from "./ResearchInput";
+import {
+  IconAIFilledLevel3,
+  IconPlus,
+  IconChevronRight,
+} from "@douyinfe/semi-icons";
+import { contextLabel, contextReferences, researchPrompts } from "./workspace";
 import { chatTransport } from "./transport";
 import { runLabels } from "./types";
 import type {
@@ -33,12 +24,6 @@ import type {
   UIAction,
 } from "./types";
 
-const MessageMarkdown = lazy(() =>
-  import("./MessageMarkdown").then((module) => ({
-    default: module.MessageMarkdown,
-  })),
-);
-
 export function ChatPanel({
   open,
   context,
@@ -218,8 +203,10 @@ export function ChatPanel({
   useEffect(() => {
     if (!open) return;
     previousFocus.current = document.activeElement as HTMLElement;
-    const textarea = input.current?.querySelector("textarea");
-    if (textarea && !textarea.disabled) textarea.focus();
+    const editor = input.current?.querySelector<HTMLElement>(
+      '[contenteditable="true"]',
+    );
+    if (editor) editor.focus();
     else
       root.current
         ?.querySelector<HTMLButtonElement>('button[aria-label="收起研究助手"]')
@@ -257,7 +244,16 @@ export function ChatPanel({
     }
   }
   async function send() {
-    if (!text.trim() || !conversationId || activeRun || streaming) return;
+    if (
+      !ready ||
+      loading ||
+      !text.trim() ||
+      text.length > 20000 ||
+      !conversationId ||
+      activeRun ||
+      streaming
+    )
+      return;
     const message = text;
     setText("");
     setFailure("");
@@ -302,6 +298,17 @@ export function ChatPanel({
       className="ai-chat"
       id="research-assistant"
       aria-label="AI 研究助手"
+      onKeyDownCapture={(event) => {
+        // Semi consumes Escape in its editor even without a suggestion popup.
+        if (
+          event.key === "Escape" &&
+          (event.target as HTMLElement).closest('[contenteditable="true"]')
+        ) {
+          event.preventDefault();
+          event.stopPropagation();
+          onClose();
+        }
+      }}
       onKeyDown={(event) => {
         if (event.key === "Escape") {
           event.stopPropagation();
@@ -310,7 +317,7 @@ export function ChatPanel({
         if (event.key === "Tab" && window.innerWidth < 1440) {
           const elements = [
             ...(root.current?.querySelectorAll<HTMLElement>(
-              'button:not(:disabled), textarea:not(:disabled), input:not(:disabled), [tabindex="0"]',
+              'button:not(:disabled), [contenteditable="true"], input:not(:disabled), [tabindex="0"]',
             ) ?? []),
           ].filter((el) => el.offsetParent !== null);
           if (event.shiftKey && document.activeElement === elements[0]) {
@@ -350,10 +357,14 @@ export function ChatPanel({
         }}
       />
       <header className="ai-header">
-        <h2>AI 研究助手</h2>
+        <h2>
+          <IconAIFilledLevel3 size="large" aria-hidden="true" />
+          AI 研究助手
+        </h2>
         <Button
           type="tertiary"
           aria-label="收起研究助手"
+          icon={<IconChevronRight aria-hidden="true" />}
           theme="borderless"
           onClick={onClose}
         >
@@ -376,7 +387,8 @@ export function ChatPanel({
           disabled={loading}
         />
         <Button
-          type="tertiary"
+          colorful
+          icon={<IconPlus aria-hidden="true" />}
           onClick={() => void createConversation()}
           disabled={loading}
         >
@@ -408,7 +420,8 @@ export function ChatPanel({
             </p>
             {!conversationId && (
               <Button
-                type="tertiary"
+                colorful
+                icon={<IconAIFilledLevel3 aria-hidden="true" />}
                 onClick={() => void createConversation()}
                 disabled={loading}
               >
@@ -418,48 +431,16 @@ export function ChatPanel({
             <span>修改和任务操作会先展示预览，确认后执行。</span>
           </div>
         )}
-        {chat.messages.map((message) => (
-          <article className={`ai-message ${message.role}`} key={message.id}>
-            <span className="ai-role">
-              {message.role === "user" ? "你" : "研究助手"}
-            </span>
-            {message.parts.map((part, index) =>
-              part.type === "text" ? (
-                message.role === "assistant" ? (
-                  <Suspense
-                    key={index}
-                    fallback={<div className="ai-text">{part.text}</div>}
-                  >
-                    <MessageMarkdown
-                      content={part.text}
-                      final={
-                        !streaming ||
-                        message.id !== chat.messages.at(-1)?.id ||
-                        part.state === "done"
-                      }
-                    />
-                  </Suspense>
-                ) : (
-                  <div className="ai-text" key={index}>
-                    {part.text}
-                  </div>
-                )
-              ) : part.type === "data-tool" ? (
-                <BusinessCard
-                  key={part.id ?? index}
-                  call={cards.get(part.data.id) ?? part.data}
-                  onDecision={decide}
-                  disabled={
-                    streaming || activeRun?.status !== "waiting_approval"
-                  }
-                  onAction={onAction}
-                  timezone={timezone}
-                  jobs={jobs}
-                />
-              ) : null,
-            )}
-          </article>
-        ))}
+        <AssistantDialogue
+          messages={chat.messages}
+          streaming={streaming}
+          cards={cards}
+          awaitingApproval={activeRun?.status === "waiting_approval"}
+          onDecision={decide}
+          onAction={onAction}
+          timezone={timezone}
+          jobs={jobs}
+        />
         {lastRun && (
           <div className="ai-run-state">
             <Tag color={lastRun.status === "failed" ? "red" : "grey"}>
@@ -483,51 +464,28 @@ export function ChatPanel({
       </div>
       <footer className="ai-composer" ref={input}>
         <div className="ai-context">{contextLabel(context)}</div>
-        <TextArea
-          aria-label="发送给研究助手"
-          placeholder={
-            conversationId
-              ? "询问当前 Alpha，或描述要执行的操作…"
-              : "请先新建会话"
-          }
+        <ResearchInput
           value={text}
           onChange={setText}
-          rows={3}
-          maxCount={20000}
+          label="发送给研究助手"
+          placeholder={
+            conversationId ? "描述研究问题或要执行的操作…" : "请先新建会话"
+          }
+          references={contextReferences(context)}
           disabled={!ready || !conversationId || loading}
-          onKeyDown={(event) => {
-            if (
-              event.key === "Enter" &&
-              !event.shiftKey &&
-              !event.nativeEvent.isComposing
-            ) {
-              event.preventDefault();
-              void send();
-            }
-          }}
+          canSubmit={!activeRun && !streaming}
+          busy={!!activeRun || streaming}
+          onSubmit={() => void send()}
+          onStop={activeRun ? () => void stop() : undefined}
+          prompts={researchPrompts(context)}
+          hint={
+            context.page === "datasets"
+              ? context.unsaved_field_selection
+                ? "字段选择尚未保存；请先保存为固定研究输入。未保存备注不会发送。"
+                : "引用随当前页面更新，未保存备注不会发送。"
+              : "引用随当前页面更新。修改和任务操作会先展示预览，确认后执行。"
+          }
         />
-        <div className="ai-send">
-          <small>Enter 发送 · Shift + Enter 换行</small>
-          {activeRun ? (
-            <Button type="tertiary" onClick={() => void stop()}>
-              停止生成
-            </Button>
-          ) : (
-            <Button
-              theme="solid"
-              disabled={
-                !ready ||
-                !text.trim() ||
-                !conversationId ||
-                loading ||
-                streaming
-              }
-              onClick={() => void send()}
-            >
-              发送
-            </Button>
-          )}
-        </div>
       </footer>
     </aside>
   );

frontend/src/ai/ResearchInput.tsx

@@ -0,0 +1,211 @@
+import {
+  useCallback,
+  useEffect,
+  useRef,
+  useState,
+  type ReactNode,
+} from "react";
+import { AIChatInput, Button, Tag } from "@douyinfe/semi-ui-19";
+import {
+  IconAIEditLevel3,
+  IconAIEditLevel1,
+  IconAIFilledLevel3,
+  IconStop,
+} from "@douyinfe/semi-icons";
+
+export type ResearchReference = { id: string; name: string };
+type Editor = ReturnType<AIChatInput["getEditor"]>;
+
+// JSON keeps expressions and user text literal instead of interpreting them as HTML.
+function textDocument(value: string) {
+  return {
+    type: "doc",
+    content: value.split("\n").map((text) => ({
+      type: "paragraph",
+      ...(text ? { content: [{ type: "text", text }] } : {}),
+    })),
+  };
+}
+function editorText(editor?: Editor) {
+  return editor?.getText({ blockSeparator: "\n" }).replace(/\u200b/g, "") ?? "";
+}
+
+/** Plain-text boundary for Semi's editor; references describe existing business context. */
+export function ResearchInput({
+  value,
+  onChange,
+  label,
+  placeholder,
+  references = [],
+  disabled = false,
+  canSubmit = true,
+  busy = false,
+  onSubmit,
+  onStop,
+  submitLabel = "发送",
+  hint,
+  prompts = [],
+  sendHotKey = "enter",
+  maxLength = 20000,
+}: {
+  value: string;
+  onChange: (value: string) => void;
+  label: string;
+  placeholder: string;
+  references?: ResearchReference[];
+  disabled?: boolean;
+  canSubmit?: boolean;
+  busy?: boolean;
+  onSubmit: () => void;
+  onStop?: () => void;
+  submitLabel?: string;
+  hint?: ReactNode;
+  prompts?: string[];
+  sendHotKey?: "enter" | "shift+enter";
+  maxLength?: number;
+}) {
+  const input = useRef<AIChatInput>(null);
+  const [editor, setEditor] = useState<Editor>();
+  const initialContent = useRef(textDocument(value));
+  const currentPlaceholder = useRef(placeholder);
+  currentPlaceholder.current = placeholder;
+  // Tiptap initializes its placeholder extension once; read current availability lazily.
+  const editorPlaceholder = useCallback(() => currentPlaceholder.current, []);
+  const tooLong = value.length > maxLength;
+  const allowed = !disabled && !busy && canSubmit && !!value.trim() && !tooLong;
+  useEffect(() => {
+    // Semi exposes its editor after its child mounts, including under StrictMode.
+    let frame: number;
+    const connect = () => {
+      const next = input.current?.getEditor();
+      if (next && !next.isDestroyed) setEditor(next);
+      else frame = requestAnimationFrame(connect);
+    };
+    frame = requestAnimationFrame(connect);
+    return () => cancelAnimationFrame(frame);
+  }, []);
+  useEffect(() => {
+    if (!editor || editor.isDestroyed) return;
+    editor.setOptions({
+      editorProps: {
+        ...editor.options.editorProps,
+        attributes: {
+          role: "textbox",
+          "aria-label": label,
+          "aria-multiline": "true",
+          "aria-disabled": String(disabled),
+          "aria-invalid": String(tooLong),
+        },
+      },
+    });
+    editor.setEditable(!disabled, false);
+  }, [editor, label, disabled, tooLong]);
+  useEffect(() => {
+    if (editor && !editor.isDestroyed && editorText(editor) !== value)
+      editor.commands.setContent(textDocument(value));
+  }, [editor, value]);
+  const submit = () => {
+    if (allowed) onSubmit();
+  };
+  return (
+    <div
+      className="research-ai-input"
+      onKeyDownCapture={(event) => {
+        if (event.key === "Enter" && event.nativeEvent.isComposing)
+          event.stopPropagation();
+      }}
+    >
+      <AIChatInput
+        ref={input}
+        className="research-ai-editor"
+        defaultContent={initialContent.current}
+        placeholder={editorPlaceholder}
+        clearContentOnGenerating={false}
+        generating={busy}
+        canSend={allowed}
+        sendHotKey={sendHotKey}
+        showUploadButton={false}
+        showUploadFile={false}
+        references={references.map((reference) => ({
+          ...reference,
+          type: "text",
+        }))}
+        renderReference={(reference) => (
+          <span
+            key={reference.id}
+            title={reference.name}
+            className="research-ai-reference"
+          >
+            <Tag
+              colorful
+              prefixIcon={
+                <IconAIFilledLevel3 size="small" aria-hidden="true" />
+              }
+            >
+              {reference.name}
+            </Tag>
+          </span>
+        )}
+        onContentChange={() => onChange(editorText(input.current?.getEditor()))}
+        onMessageSend={submit}
+        onStopGenerate={onStop}
+        renderConfigureArea={() => (
+          <span className="research-ai-shortcut">
+            {sendHotKey === "enter"
+              ? "Enter 发送 · Shift + Enter 换行"
+              : "Shift + Enter 生成 · Enter 换行"}
+          </span>
+        )}
+        renderActionArea={() =>
+          busy && onStop ? (
+            <Button
+              colorful
+              icon={<IconStop aria-hidden="true" />}
+              onClick={onStop}
+            >
+              停止生成
+            </Button>
+          ) : (
+            <Button
+              colorful
+              theme="solid"
+              icon={<IconAIEditLevel1 aria-hidden="true" />}
+              disabled={!allowed}
+              loading={busy}
+              onClick={submit}
+            >
+              {submitLabel}
+            </Button>
+          )
+        }
+      />
+      {!value && !busy && prompts.length > 0 && (
+        <div className="research-ai-prompts" aria-label="研究提示">
+          {prompts.map((prompt) => (
+            <Button
+              key={prompt}
+              colorful
+              theme="borderless"
+              size="small"
+              icon={<IconAIEditLevel3 aria-hidden="true" />}
+              disabled={disabled || busy}
+              onClick={() => {
+                onChange(prompt);
+                input.current?.focusEditor("end");
+              }}
+            >
+              {prompt}
+            </Button>
+          ))}
+        </div>
+      )}
+      {tooLong && (
+        <p className="error-text" role="alert">
+          内容不能超过 {maxLength.toLocaleString("en-US")}{" "}
+          字符，请精简后再发送。
+        </p>
+      )}
+      {hint && <div className="research-ai-hint">{hint}</div>}
+    </div>
+  );
+}

frontend/src/ai/ToolCard.tsx

@@ -1,3 +1,4 @@
+import { IconAIFilledLevel3, IconTick } from "@douyinfe/semi-icons";
 import type { ComponentType } from "react";
 import { Button, Tag } from "@douyinfe/semi-ui-19";
 import { ResearchToolCard } from "../research/ResearchToolCard";
@@ -40,7 +41,10 @@ export function BusinessCard(
   return (
     <section className="ai-tool-card" data-status={call.status}>
       <div className="ai-card-title">
-        <strong>{call.presentation?.label ?? call.name}</strong>
+        <strong>
+          <IconAIFilledLevel3 aria-hidden="true" />
+          {call.presentation?.label ?? call.name}
+        </strong>
         <Tag
           color={pending ? "orange" : call.status === "failed" ? "red" : "grey"}
         >
@@ -66,6 +70,8 @@ export function BusinessCard(
           <div className="inline-actions">
             <Button
               theme="solid"
+              colorful
+              icon={<IconTick aria-hidden="true" />}
               disabled={
                 disabled || !Renderer || call.presentation?.effect !== "confirm"
               }

frontend/src/ai/style.css

@@ -41,8 +41,12 @@
   height: 56px;
   padding: 0 var(--space-4);
   border-bottom: 1px solid var(--line);
+  background: var(--semi-color-ai-background-top);
 }
 .ai-header h2 {
+  display: flex;
+  align-items: center;
+  gap: 8px;
   font-size: 16px;
   font-weight: 500;
 }
@@ -67,8 +71,8 @@
   padding: var(--space-3) var(--space-4) var(--space-4);
 }
 .ai-message {
-  margin-bottom: 24px;
   overflow-wrap: anywhere;
+  min-width: 0;
 }
 .ai-role {
   display: block;
@@ -214,9 +218,101 @@
   margin-bottom: var(--space-2);
 }
 .ai-card-title strong {
+  display: flex;
+  align-items: center;
+  gap: 6px;
   font-size: 14px;
   font-weight: 500;
 }
+
+/* Semi owns the controls; local constraints keep the research rail usable at 360px. */
+.research-ai-input {
+  min-width: 0;
+}
+.research-ai-editor.semi-aiChatInput {
+  padding: 12px;
+  background: var(--semi-color-ai-background-bottom);
+  border-color: rgba(var(--semi-ai-purple-2), 0.65);
+}
+.research-ai-editor:focus-within {
+  border-color: var(--semi-color-ai-purple);
+}
+.research-ai-editor .tiptap {
+  min-height: 72px;
+  max-height: 180px;
+  overflow-y: auto;
+  overscroll-behavior: contain;
+  overflow-wrap: anywhere;
+}
+.research-ai-editor .semi-aiChatInput-references {
+  max-height: 100px;
+  overflow-y: auto;
+  overscroll-behavior: contain;
+}
+.research-ai-reference {
+  max-width: 100%;
+  min-width: 0;
+}
+.research-ai-reference .semi-tag {
+  max-width: 100%;
+}
+.research-ai-reference .semi-tag-content {
+  min-width: 0;
+  overflow: hidden;
+  text-overflow: ellipsis;
+}
+.research-ai-editor .semi-aiChatInput-footer {
+  gap: 8px;
+  flex-wrap: wrap;
+  margin-top: 12px;
+}
+.research-ai-shortcut,
+.research-ai-hint {
+  font-size: 12px;
+  line-height: 18px;
+  color: var(--semi-color-text-2);
+}
+.research-ai-hint {
+  margin-top: 8px;
+}
+.research-ai-prompts {
+  display: flex;
+  flex-wrap: wrap;
+  gap: 4px;
+  margin-top: 8px;
+}
+.research-ai-prompts .semi-button {
+  height: auto;
+  white-space: normal;
+  text-align: left;
+  max-width: 100%;
+}
+.research-ai-section {
+  min-width: 0;
+}
+.research-ai-section h4 {
+  display: flex;
+  align-items: center;
+  gap: 6px;
+  margin: 12px 0;
+  font-weight: 500;
+}
+.ai-avatar {
+  width: 28px;
+  height: 28px;
+  display: inline-flex;
+  align-items: center;
+  justify-content: center;
+  flex-shrink: 0;
+  border-radius: 8px;
+  background: var(--semi-color-ai-background-top);
+}
+.ai-messages .semi-ai-chat-dialogue {
+  min-height: 0;
+}
+.ai-messages .semi-ai-chat-dialogue-inner {
+  min-width: 0;
+}
 .ai-tool-card p {
   margin: var(--space-2) 0;
 }

frontend/src/ai/workspace.ts

@@ -1,4 +1,62 @@
 import type { PageContext, UIAction } from "./types";
+import type { ResearchReference } from "./ResearchInput";
+
+/** Only expose context already sent by the transport; never include unsaved notes. */
+export function contextReferences(context: PageContext): ResearchReference[] {
+  const refs: ResearchReference[] = [];
+  const add = (id: string, label: string, value?: string | null) => {
+    if (value) refs.push({ id, name: `${label}：${value}` });
+  };
+  const scope = context.catalog_scope;
+  if (scope)
+    add("scope", "范围", `${scope.region}/${scope.universe}/D${scope.delay}`);
+  add("dataset", "数据集", context.dataset_id);
+  add("field", "字段", context.field_id);
+  add("input", "固定输入", context.template_input_id);
+  add("version", "集合版本", context.collection_version);
+  add("asset", "研究素材", context.research_asset_id);
+  add("experiment", "实验", context.research_experiment_id);
+  add("alpha", "Alpha", context.alpha_id);
+  add("run", "研究运行", context.research_run_id);
+  add("backtest", "回测", context.backtest_run_id);
+  if (context.selected_ids?.length)
+    add("selection", "已选 Alpha", `${context.selected_ids.length} 条`);
+  return refs;
+}
+
+export function researchPrompts(context: PageContext): string[] {
+  switch (context.page) {
+    case "datasets":
+      return context.unsaved_field_selection
+        ? ["解释当前数据集的字段和适用场景"]
+        : context.template_input_id
+          ? [
+              "分析这个固定输入中的字段，提出可验证的研究假设",
+              "基于这个固定输入构建候选，并预览回测",
+            ]
+          : [
+              "解释当前数据集的字段和适用场景",
+              "如何选择字段并保存为固定研究输入？",
+            ];
+    case "templates":
+      return [
+        "解释当前模板的经济含义和变量组合",
+        "检查当前研究输入与模板是否匹配",
+      ];
+    case "variants":
+      return [
+        "分析种子 Alpha，提出结构与字段变体思路",
+        "比较结构变体与市场设置变体的适用场景",
+      ];
+    case "features":
+      return ["解释当前特征方案的处理步骤", "根据固定输入提出可验证的特征假设"];
+    default:
+      return [
+        "查询当前研究对象与已有结果",
+        "介绍从字段选择到候选回测的研究流程",
+      ];
+  }
+}
 
 export type WorkspacePage = PageContext["page"] | "mcp-keys";
 const contextLabels: Record<

frontend/src/components/SelfCorrelationPanel.tsx

@@ -100,7 +100,9 @@ export function SelfCorrelationPanel({
                       : "grey"
               }
             >
-              {correlationLabels[result.status]}
+              {result.status === "low" && result.candidate_count === 0
+                ? "通过（无本地基准）"
+                : correlationLabels[result.status]}
             </Tag>
             <span className="muted">
               计算于 {formatTime(result.calculated_at, timezone)}
@@ -139,7 +141,8 @@ export function SelfCorrelationPanel({
           {result.status === "insufficient_data" &&
             result.candidate_count === 0 && (
               <p className="muted">
-                没有本地比较基准时可继续下方的平台提交检查；这不代表已通过相关性检查。
+                若目标地区已提供且没有本地比较基准，重新检测后将按通过处理，自相关值记为
+                0。
               </p>
             )}
           {result.status === "partial" && (

frontend/src/components/sidebar.css

@@ -224,7 +224,7 @@
   position: fixed;
   top: 0;
   right: var(--chat-space, 0px);
-  z-index: 1002;
+  z-index: 30;
   background: var(--surface);
   display: flex;
   align-items: center;

frontend/src/pages/DatasetPage.tsx

@@ -14,6 +14,7 @@ import {
   TextArea,
   Toast,
 } from "@douyinfe/semi-ui-19";
+import { IconAIFilledLevel3, IconAIEditLevel3 } from "@douyinfe/semi-icons";
 import type { ColumnProps } from "@douyinfe/semi-ui-19/lib/es/table/interface";
 import {
   api,
@@ -1054,6 +1055,13 @@ export function DatasetPage({
             <span aria-live="polite">{summary}</span>
             {restoreAction}
             {inputAction}
+            <Button
+              colorful
+              icon={<IconAIFilledLevel3 aria-hidden="true" />}
+              onClick={onChat}
+            >
+              AI 助手
+            </Button>
             {jobStatus}
           </div>
           <Table<Entry>
@@ -1129,7 +1137,13 @@ export function DatasetPage({
             <Button onClick={() => setFieldBrowse(initialBrowse)}>
               重置筛选
             </Button>
-            <Button onClick={onChat}>AI 助手</Button>
+            <Button
+              colorful
+              icon={<IconAIFilledLevel3 aria-hidden="true" />}
+              onClick={onChat}
+            >
+              AI 助手
+            </Button>
             <Button aria-label="关闭字段列表" onClick={close}>
               关闭
             </Button>
@@ -1172,7 +1186,13 @@ export function DatasetPage({
       >
         <div className="catalog-layer" ref={detailRef}>
           <div className="catalog-tools">
-            <Button onClick={onChat}>AI 助手</Button>
+            <Button
+              colorful
+              icon={<IconAIFilledLevel3 aria-hidden="true" />}
+              onClick={onChat}
+            >
+              AI 助手
+            </Button>
             <Button aria-label="关闭详情" onClick={close}>
               关闭
             </Button>
@@ -1313,7 +1333,12 @@ export function DatasetPage({
               </Button>
             )}
             {draft && (
-              <Button theme="solid" onClick={() => researchInput(draft)}>
+              <Button
+                colorful
+                theme="solid"
+                icon={<IconAIEditLevel3 aria-hidden="true" />}
+                onClick={() => researchInput(draft)}
+              >
                 用此输入研究
               </Button>
             )}
@@ -1330,7 +1355,7 @@ export function DatasetPage({
               {(draft?.scope ?? scope).universe} · Delay{" "}
               {(draft?.scope ?? scope).delay}
             </p>
-            <p>保存后可交给 Chatbox 研究，构建候选并预览回测。</p>
+            <p>保存后可交给 AI 研究助手，构建候选并预览回测。</p>
             {draft && <p>草稿 ID：{draft.id}</p>}
             {draft && (
               <details>
@@ -1377,7 +1402,13 @@ export function DatasetPage({
                     {d.scope.delay}
                   </p>
                   <p>{formatTime(d.created_at, account?.timezone)}</p>
-                  <Button onClick={() => researchInput(d)}>用此输入研究</Button>
+                  <Button
+                    colorful
+                    icon={<IconAIEditLevel3 aria-hidden="true" />}
+                    onClick={() => researchInput(d)}
+                  >
+                    用此输入研究
+                  </Button>
                   <details>
                     <summary>查看固定字段集合</summary>
                     <p>{d.field_ids.join(", ")}</p>

frontend/src/research/FeaturesPage.tsx

@@ -8,6 +8,8 @@ import {
   TextArea,
   Toast,
 } from "@douyinfe/semi-ui-19";
+import { ResearchInput } from "../ai/ResearchInput";
+import { IconAIEditLevel3 } from "@douyinfe/semi-icons";
 import { api, post } from "../api";
 import type { PageContext, UIAction } from "../ai/types";
 import { TemplateEditor } from "./TemplateEditor";
@@ -210,6 +212,7 @@ export function FeaturesPage({
         )}
       </ResearchList>
       <ResearchDetail
+        width="min(100vw, max(640px, 60vw))"
         title={asset ? asset.name : "新建特征方案"}
         visible={active && detailOpen}
         onClose={() => setDetailOpen(false)}
@@ -246,14 +249,49 @@ export function FeaturesPage({
               onChange={(name) => setDraft({ ...draft, name })}
             />
           </label>
-          <label>
-            经济假设
-            <TextArea
-              aria-label="特征经济假设"
+          <section className="research-ai-section">
+            <h4>
+              <IconAIEditLevel3 aria-hidden="true" />
+              经济假设
+            </h4>
+            <ResearchInput
+              maxLength={10000}
+              label="特征经济假设"
               value={draft.hypothesis}
               onChange={(hypothesis) => setDraft({ ...draft, hypothesis })}
+              placeholder="描述特征的经济含义、处理方式和预期信号…"
+              references={inputs
+                .filter((i) => draft.input_ids.includes(i.id))
+                .map((i) => ({
+                  id: i.id,
+                  name: `${i.dataset_id} · ${i.scope.region}/${i.scope.universe}/D${i.scope.delay} · ${i.field_ids.length} 字段 · ${i.id}`,
+                }))}
+              disabled={!!busy}
+              busy={busy === "generate"}
+              canSubmit={!!draft.input_ids.length}
+              submitLabel="AI 生成新方案"
+              sendHotKey="shift+enter"
+              onSubmit={() =>
+                void run("generate", async () => {
+                  await load(
+                    await post<FeatureAsset>("/research/generate", {
+                      name: draft.name,
+                      hypothesis: draft.hypothesis,
+                      input_ids: draft.input_ids,
+                      method: "feature",
+                    }),
+                  );
+                  setRevision((n) => n + 1);
+                })
+              }
+              prompts={["研究字段的时序变化，构建具有经济解释的特征"]}
+              hint={
+                draft.input_ids.length
+                  ? "生成处理步骤与输出模板，保留假设供继续迭代。"
+                  : "请先在下方关联固定输入。"
+              }
             />
-          </label>
+          </section>
           <label>
             固定输入
             <ResearchSelect
@@ -394,27 +432,6 @@ export function FeaturesPage({
             >
               保存并转为模板
             </Button>
-            <Button
-              disabled={
-                Boolean(busy) || !draft.input_ids.length || !draft.hypothesis
-              }
-              loading={busy === "generate"}
-              onClick={() =>
-                void run("generate", async () => {
-                  await load(
-                    await post<FeatureAsset>("/research/generate", {
-                      name: draft.name,
-                      hypothesis: draft.hypothesis,
-                      input_ids: draft.input_ids,
-                      method: "feature",
-                    }),
-                  );
-                  setRevision((n) => n + 1);
-                })
-              }
-            >
-              AI 生成新方案
-            </Button>
           </div>
           <p className="research-hint">
             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。

frontend/src/research/ResearchList.tsx

@@ -42,11 +42,13 @@ export function ResearchList({
 export function ResearchDetail({
   title,
   visible,
+  width = "60%",
   onClose,
   children,
 }: {
   title: string;
   visible: boolean;
+  width?: string;
   onClose: () => void;
   children: ReactNode;
 }) {
@@ -55,7 +57,7 @@ export function ResearchDetail({
       title={title}
       className="research-detail"
       placement="right"
-      width="60%"
+      width={width}
       visible={visible}
       onCancel={onClose}
       closeOnEsc

frontend/src/research/ResearchWorkspace.tsx

@@ -9,6 +9,8 @@ import {
   TextArea,
   Toast,
 } from "@douyinfe/semi-ui-19";
+import { ResearchInput } from "../ai/ResearchInput";
+import { IconAIEditLevel3 } from "@douyinfe/semi-icons";
 import { api, post, formatTime } from "../api";
 import type { PageContext, UIAction } from "../ai/types";
 import { initialSettings, type SimulationSettings } from "../backtests/types";
@@ -432,6 +434,7 @@ export function ResearchWorkspace({
         )}
       </ResearchList>
       <ResearchDetail
+        width="min(100vw, max(640px, 60vw))"
         title={
           detailMode === "experiment"
             ? experiment?.name || "生成记录"
@@ -504,15 +507,65 @@ export function ResearchWorkspace({
               <p className="research-hint">
                 在数据目录中保存字段选择。跨数据集分别关联输入，跨市场使用目标范围的独立输入。
               </p>
-              <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>
+              {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.dataset_id} · ${input.scope.region}/${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">
@@ -521,13 +574,6 @@ export function ResearchWorkspace({
                     编辑与展开{asset && ` · v${asset.version}`}
                     {dirty && " · 未保存"}
                   </h3>
-                  <Button
-                    disabled={!inputIds.length || !hypothesis || !!busy}
-                    loading={busy === "AI 生成"}
-                    onClick={() => void task("AI 生成", generate)}
-                  >
-                    AI 生成模板
-                  </Button>
                 </div>
                 <TemplateEditor
                   value={template}

frontend/tests/ai.spec.ts

@@ -93,7 +93,9 @@ test("model settings, text stream, contextual query, confirmation and preserved
   await page.getByRole("button", { name: "切换研究助手" }).click();
   const chat = page.getByRole("complementary", { name: "AI 研究助手" });
   await chat.getByRole("button", { name: "新会话", exact: true }).click();
-  await expect(chat.locator(".ai-context")).toContainText("TEST0001");
+  await expect(chat.locator(".research-ai-reference")).toContainText(
+    "TEST0001",
+  );
   const input = chat.getByRole("textbox", { name: "发送给研究助手" });
   await input.fill("修改当前 Alpha 的备注");
   await chat.getByRole("button", { name: "发送", exact: true }).click();
@@ -263,7 +265,7 @@ test("Lark workspace keeps pagination, account details and chat usable at every
   await page.getByRole("button", { name: "Alpha 管理", exact: true }).click();
   await page.getByRole("button", { name: "用户菜单", exact: true }).click();
   await page.getByRole("button", { name: "查看个人信息", exact: true }).click();
-  await expect(input).toHaveValue("保留聊天草稿");
+  await expect(input).toHaveText("保留聊天草稿");
   await chat.getByRole("button", { name: "收起研究助手" }).click();
   await page.getByRole("button", { name: "配置", exact: true }).click();
   await expect(
@@ -406,3 +408,57 @@ test("Markdown streams incomplete code, finishes safely and restores history", a
   await expect(chat.getByRole("cell", { name: "1.2" })).toBeVisible();
   expect(errors).toEqual([]);
 });
+
+test("AI composer preserves literal text, IME input and drafts while generating", async ({
+  page,
+}) => {
+  await login(page);
+  await configure(page);
+  await page.getByRole("button", { name: "切换研究助手" }).click();
+  const chat = page.getByRole("complementary", { name: "AI 研究助手" });
+  await chat.getByRole("button", { name: "新会话", exact: true }).click();
+  const input = chat.getByRole("textbox", { name: "发送给研究助手" });
+  await expect(input.locator("p").first()).toHaveAttribute(
+    "data-placeholder",
+    "描述研究问题或要执行的操作…",
+  );
+  const sent: string[] = [];
+  page.on("request", (request) => {
+    if (
+      request.method() === "POST" &&
+      /\/ai\/conversations\/[^/]+\/runs$/.test(request.url())
+    )
+      sent.push(request.postDataJSON().message);
+  });
+  await chat
+    .getByRole("button", { name: "查询当前研究对象与已有结果", exact: true })
+    .click();
+  await expect(input).toHaveText("查询当前研究对象与已有结果");
+  expect(sent).toEqual([]);
+  await input.fill("SLOW <字段>");
+  await input.dispatchEvent("keydown", {
+    key: "Enter",
+    code: "Enter",
+    isComposing: true,
+  });
+  expect(sent).toEqual([]);
+  await input.press("Shift+Enter");
+  await input.pressSequentially("next");
+  await input.press("Enter");
+  await expect.poll(() => sent).toEqual(["SLOW <字段>\nnext"]);
+  await expect(chat.getByRole("button", { name: "停止生成" })).toBeVisible();
+  await input.fill("下一轮 <收益> 假设");
+  await chat.getByRole("button", { name: "停止生成" }).click();
+  await expect(chat.locator(".ai-run-state")).toContainText("已停止");
+  await expect(input).toHaveText("下一轮 <收益> 假设");
+  await input.fill("a".repeat(20001));
+  await expect(
+    chat.getByRole("button", { name: "发送", exact: true }),
+  ).toBeDisabled();
+  await input.press("Enter");
+  expect(sent).toHaveLength(1);
+  await input.fill("");
+  await expect(
+    chat.getByRole("button", { name: "发送", exact: true }),
+  ).toBeDisabled();
+});

frontend/tests/research-navigation.spec.ts

@@ -139,6 +139,8 @@ test("fixed input, AI approval, backtest and research source remain connected",
   await inputSheet
     .getByRole("button", { name: "用此输入研究", exact: true })
     .click();
-  await expect(chat.locator(".ai-context")).toContainText("固定研究输入");
+  await expect(
+    chat.locator(".research-ai-reference").filter({ hasText: "固定输入" }),
+  ).toContainText(input.id);
   expect(errors).toEqual([]);
 });

frontend/tests/semi-ai.spec.ts

@@ -0,0 +1,173 @@
+import { expect, test } from "@playwright/test";
+
+// UI contract fixtures: no external model call or simulation is started by these tests.
+const fixed = {
+  id: "semi-fixed-input",
+  dataset_id: "TEST_FIN",
+  field_ids: ["TEST_FIN_001"],
+  field_types: { TEST_FIN_001: "MATRIX" },
+  collection_version: "fixed-v1",
+  scope: {
+    instrument_type: "EQUITY",
+    region: "USA",
+    universe: "TOP3000",
+    delay: 1,
+  },
+};
+for (const mode of ["templates", "variants", "features"] as const) {
+  test(`${mode}: AI generation keeps its hypothesis, fixed inputs and failure draft`, async ({
+    page,
+  }) => {
+    const errors: string[] = [];
+    page.on("pageerror", (error) => errors.push(error.message));
+    await page.route("**/api/v1/research/inputs", (route) =>
+      route.fulfill({ json: { items: [fixed] } }),
+    );
+    await page.route(
+      "**/api/v1/research/assets/semi-generated/versions",
+      (route) => route.fulfill({ json: [{ version: 1 }] }),
+    );
+    await page.goto(`/#${mode}`);
+    await page
+      .getByLabel("密码", { exact: true })
+      .fill("browser-test-password");
+    await page.getByRole("button", { name: "进入工作空间" }).click();
+    const feature = mode === "features";
+    await page
+      .getByRole("button", {
+        name: feature ? "新建特征方案" : "新建",
+        exact: true,
+      })
+      .click();
+    const sheet = page.locator(".research-detail:visible");
+    const input = sheet.getByRole("textbox", {
+      name: feature ? "特征经济假设" : "本次研究假设",
+      exact: true,
+    });
+    const generate = sheet.getByRole("button", {
+      name: feature ? "AI 生成新方案" : "AI 生成模板",
+      exact: true,
+    });
+    await expect(generate).toBeDisabled();
+    await sheet
+      .getByRole("combobox", {
+        name: feature ? "特征固定输入" : "固定研究输入",
+        exact: true,
+      })
+      .click();
+    await page
+      .getByRole("option")
+      .filter({ hasText: fixed.id.slice(0, 8) })
+      .click();
+    await input.click();
+    if (mode === "variants")
+      await sheet.getByLabel("种子 Alpha", { exact: true }).fill("TEST0001");
+    const hypothesis = "检验 <收益> 与规模\n第二轮保留原始假设";
+    await input.fill(hypothesis);
+    await expect(
+      sheet.locator(".research-ai-reference").filter({ hasText: fixed.id }),
+    ).toBeVisible();
+    let release!: () => void;
+    const pending = new Promise<void>((resolve) => {
+      release = resolve;
+    });
+    let requestBody: Record<string, unknown> | undefined;
+    await page.route("**/api/v1/research/generate", async (route) => {
+      requestBody = route.request().postDataJSON();
+      await pending;
+      const template = {
+        name: "AI 生成验收",
+        description: "",
+        expression: "rank({field})",
+        category: "template",
+        variables: {
+          field: {
+            kind: "field",
+            field_type: "MATRIX",
+            values: ["TEST_FIN_001"],
+          },
+        },
+      };
+      await route.fulfill({
+        json: {
+          id: "semi-generated",
+          kind: feature ? "feature" : "template",
+          name: "AI 生成验收",
+          version: 1,
+          content: feature
+            ? {
+                name: "AI 生成验收",
+                hypothesis,
+                input_ids: [fixed.id],
+                steps: [
+                  {
+                    name: "排名",
+                    rationale: "降低尺度差异",
+                    expression: "rank(TEST_FIN_001)",
+                  },
+                ],
+                template,
+              }
+            : template,
+        },
+      });
+    });
+    await input.press("Shift+Enter");
+    await expect
+      .poll(() => requestBody)
+      .toMatchObject({
+        hypothesis,
+        input_ids: [fixed.id],
+        method: feature
+          ? "feature"
+          : mode === "variants"
+            ? "structure"
+            : "template",
+      });
+    if (mode === "variants")
+      expect(requestBody?.parent_alpha_ids).toEqual(["TEST0001"]);
+    await expect(generate).toBeDisabled();
+    await expect(input).toContainText("第二轮保留原始假设");
+    release();
+    await expect(
+      sheet.getByRole("textbox", { name: "模板名称", exact: true }),
+    ).toHaveValue("AI 生成验收");
+    await expect(generate).toBeEnabled();
+    await expect(input).toContainText("检验 <收益> 与规模");
+    await page.screenshot({ path: `../output/playwright/semi-ai-${mode}.png` });
+    await page.setViewportSize({ width: 390, height: 900 });
+    await expect(generate).toBeInViewport();
+    expect(await sheet.evaluate((el) => el.scrollWidth <= el.clientWidth)).toBe(
+      true,
+    );
+    await page.screenshot({
+      path: `../output/playwright/semi-ai-${mode}-390.png`,
+    });
+    if (mode === "templates") {
+      await page.evaluate(() =>
+        document.body.setAttribute("theme-mode", "dark"),
+      );
+      await page.screenshot({
+        path: "../output/playwright/semi-ai-templates-dark.png",
+      });
+      await page.evaluate(() =>
+        document.body.setAttribute("theme-mode", "light"),
+      );
+    }
+    await page.route("**/api/v1/research/generate", (route) =>
+      route.fulfill({ status: 503, json: { detail: "模拟模型暂时不可用" } }),
+    );
+    await generate.click();
+    await expect(
+      sheet.getByText("模拟模型暂时不可用", { exact: true }),
+    ).toBeVisible();
+    await expect(input).toContainText("第二轮保留原始假设");
+    await expect(generate).toBeEnabled();
+    await input.fill("a".repeat(10001));
+    await expect(generate).toBeDisabled();
+    await expect(
+      sheet.getByRole("alert").filter({ hasText: "10,000" }),
+    ).toBeVisible();
+    expect(errors).toEqual([]);
+  });
+}

frontend/tests/sidebar.spec.ts

@@ -62,6 +62,18 @@ test("sidebar geometry, recent navigation, user menu and compact tools", async (
   ).toHaveAttribute("aria-current", "page");
   await page.getByRole("button", { name: "同步任务", exact: true }).click();
   await expect(page.locator(".job-panel")).toBeVisible();
+  // The drawer must receive pointer events where the global tools sit behind it.
+  await expect.poll(() =>
+    page.getByRole("toolbar").getByRole("button").evaluateAll((buttons) =>
+      buttons.every((button) => {
+        const rect = button.getBoundingClientRect();
+        return Boolean(document.elementFromPoint(
+          rect.x + rect.width / 2,
+          rect.y + rect.height / 2,
+        )?.closest(".job-panel"));
+      }),
+    ),
+  ).toBe(true);
   await page.locator(".job-panel .semi-sidesheet-close").click();
   await expect(page.locator(".job-panel")).not.toBeVisible();
   await page.getByRole("button", { name: "切换研究助手" }).click();