feat(console): separate overview, account settings and research

docs/console_information_design.zh-CN.md

@@ -0,0 +1,28 @@
+# 日常管理控制台
+
+本次只调整信息组织和操作呈现，保留现有账户、策略权限及确认流程，不增加服务、依赖或费用。
+
+## 日常需要回答的问题
+
+| 页面 | 主要内容 | 次级内容 |
+| --- | --- | --- |
+| 运行总览（默认） | 全部已配置账户、配置开关、实际读回、记录时间；明确待确认和不一致 | 筛选、搜索、进入指定账户；确实需要人工处理的事项 |
+| 账户管理 | 选择平台和账户；查看当前策略、保存状态、实际开关和调度 | 展开策略设置后调整；高级资金参数和提交前核对继续保留 |
+| 研究与确认 | 选择意向平台，查看待确认候选和确认结果 | 风险解释、研究记录、诊断详情按需展开 |
+
+不把研究时间当作页面刷新时间；不把“配置启用”当作“运行正常”。读回缺失、过期或未明确关联账户时，保持待确认。记录时间明确表示读回时间，不冒充成交时间或最新成功周期。首页不展示原始 ticket、SHA、JSON、设计预览风险数据，也不伪造收益、余额或健康状态。
+
+研究数据仍保留，移到单独页面；现有实盘恢复、停用、策略切换和研究确认保持各自的权限与提交保护。查看、搜索、筛选、刷新均为只读操作。
+
+## 布局与文案
+
+- 电脑：固定窄侧栏，主区域约 1120 px；四项配置统计、紧凑状态提示、账户列表。
+- 手机：顶部三项导航；统计为两列；账户列表变为纵向信息块，不依赖横向滚动；账户详情同样纵向排列。
+- 导航固定为“运行总览 / 账户管理 / 研究与确认”。首页标题“运行总览”，说明“查看已保存的配置、实际读回与最近运行记录。”。
+- 状态与操作均有中英文；每项操作使用语义化按钮和清晰焦点。主要触控目标至少 44 px。
+- 配色：背景 `#f6f7f9`、正文 `#172d35`、辅助文字 `#667680`、主色 `#10766a`、边线 `#dfe6ea`；待确认用中性色，不自动标成故障；配置不一致用浅琥珀色。
+- 字体沿用系统无衬线字体；主标题约 32 px，正文 14–15 px；手机主标题 26 px。间距以 8 px 为基本单位，圆角约 8 px，不使用装饰图表。
+
+## 交互与验证
+
+验证默认总览、准确定位账户、配置/实际状态分离、搜索和筛选、空结果、读取失败、刷新时间、研究切页、折叠详情、语言切换以及电脑/手机布局。线上仅检查读取和导航；提交类操作在隔离测试数据中验证，不能为了页面测试触发实盘。

tests/console_runtime_state_validation.mjs

@@ -356,12 +356,13 @@ for (const sample of [
  assert.equal(fn('ibkr',{}),sample.expected);
 });
 
-test('account overview exposes desired/applied/application columns and per-row application status', () => {
+test('account details keep saved, deployed and application state separate', () => {
   const html = readFileSync(new URL('../web/strategy-switch-console/index.html', import.meta.url), 'utf8');
   const app = readFileSync(new URL('../web/strategy-switch-console/app.js', import.meta.url), 'utf8');
   assert.ok(html.includes('data-i18n="configuredSwitch"'));
-  assert.ok(html.includes('data-i18n="deployedSwitch"'));
-  assert.ok(html.includes('data-i18n="applicationStatus"'));
+  assert.ok(html.includes('class="account-facts"'));
+  assert.ok(app.includes('["deployedSwitch", accountDeploymentText(platform, account)]'));
+  assert.ok(app.includes('["applicationStatus", accountApplicationText(platform, account)]'));
   const overview = app.slice(app.indexOf('function renderAccountOverview'), app.indexOf('function renderControls'));
   assert.ok(overview.includes('currentRuntimeTargetText(platform, account)'));
   assert.ok(overview.includes('accountDeploymentText(platform, account)'));
@@ -552,6 +553,7 @@ test('opening account settings selects the exact account without submitting or e
   const fn = frontendFunction('openAccountSettings', { state, el: id => nodes[id], render: () => events.push('render'), Event });
   fn('ibkr', { key: 'second-account' });
   assert.equal(state.selected, 'ibkr');
+  assert.equal(state.view, 'accounts');
   assert.equal(nodes['account-select'].value, 'second-account');
   assert.equal(nodes['strategy-settings'].open, true);
   assert.equal(state.forms.ibkr.runtimeTargetMode, 'current');
@@ -568,7 +570,7 @@ test('decisions and account observations stay outside collapsed strategy setting
   }
   assert.ok(html.indexOf('id="promotion-decision-panel"') < html.indexOf('id="account-overview"'));
   assert.ok(html.indexOf('id="quick-form"') > settings);
-  assert.ok(html.includes('data-i18n="accountNextStep"'));
+  assert.ok(source.includes('["accountDetailAction", accountNextStep(platform, account).label]'));
   assert.equal((html.match(/id="dispatch-button"/g) || []).length, 1);
 });
 
@@ -625,3 +627,81 @@ test('hiding all platforms also hides account observations outside the settings
     platformMeta: { ibkr: { console_visible: false } }, hasPrivateConfig: () => true })();
   assert.equal(nodes['switch-view'].hidden, true);
 });
+
+for (const sample of [
+  { configured: undefined, application: 'deploymentUnverified', unknown: true, attention: true },
+  { configured: true, application: 'deploymentUnverified', unknown: true, attention: true },
+  { configured: false, application: 'deploymentUnverified', unknown: true, attention: true },
+  { configured: true, application: 'settingsNotApplied', unknown: false, attention: true },
+  { configured: false, application: 'switchesApplied', unknown: false, attention: false },
+  { configured: true, application: 'switchesApplied', observation: 'attention', unknown: false, attention: true },
+]) test('overview keeps saved settings separate from actual state '+JSON.stringify(sample), () => {
+  const context = {
+    hasPrivateConfig: () => true,
+    platformMeta: { binance: { label: 'Binance' }, hidden: { console_visible: false } },
+    optionsFor: () => [{ key: 'account', label: 'Account' }],
+    currentStrategyForAccount: () => 'example', strategyLabel: () => 'Example',
+    runtimeTargetStateForAccount: () => ({ known: sample.configured !== undefined, enabled: sample.configured }),
+    accountApplicationText: () => sample.application,
+    accountMonitoringRecord: () => ({ freshness: { data_status: 'ready' }, execution_observation: { code: sample.observation } }),
+    accountMonitoringAge: () => '1 minute ago', accountMonitoringText: () => 'record', t: x => x,
+  };
+  const rows = frontendFunction('overviewAccounts', context)();
+  assert.equal(rows.length, 1, 'hidden platforms never appear');
+  assert.equal(rows[0].configured, sample.configured === undefined ? 'unknown' : sample.configured ? 'enabled' : 'disabled');
+  assert.equal(rows[0].unknown, sample.unknown);
+  assert.equal(rows[0].attention, sample.attention);
+  assert.equal(frontendFunction('overviewAccounts', {...context, hasPrivateConfig: () => false})().length, 0);
+});
+
+test('overview filters preserve unknown and search only the chosen scope', () => {
+  const rows = [
+    { platformLabel: 'Binance', account: { label: 'Main' }, strategy: 'Crypto', configured: 'enabled', attention: true },
+    { platformLabel: 'IBKR', account: { label: 'Second' }, strategy: 'Trend', configured: 'disabled', attention: false },
+    { platformLabel: 'LongBridge', account: { label: 'SG' }, strategy: 'Trend', configured: 'unknown', attention: true },
+  ];
+  const filter = frontendFunction('filterOverviewAccounts', {});
+  assert.equal(filter(rows, 'disabled', '').length, 1);
+  assert.equal(filter(rows, 'enabled', '').length, 1);
+  assert.equal(filter(rows, 'attention', '').length, 2);
+  assert.equal(filter(rows, 'all', '  bINAnCe ').length, 1);
+  assert.equal(filter(rows, 'enabled', 'Trend').length, 0);
+  assert.equal(filter(rows, 'all', 'not-found').length, 0);
+});
+
+for (const view of ['overview', 'accounts', 'research']) test(`workspace navigation isolates ${view} from the other jobs`, () => {
+  const nodes = {};
+  const nav = { hidden: true };
+  const buttons = ['overview', 'accounts', 'research'].map(workspace => ({
+    dataset: { workspace }, attributes: {},
+    setAttribute(key, value) { this.attributes[key] = value; },
+    removeAttribute(key) { delete this.attributes[key]; },
+  }));
+  const state = { view, appReady: true, auth: { allowed: true }, refreshing: false };
+  const context = { state, t: key => key, el: id => nodes[id] ??= {},
+    document: { querySelector: () => nav, querySelectorAll: () => buttons } };
+  const render = frontendFunction('renderWorkspace', context);
+  render();
+  for (const name of ['overview', 'accounts', 'research']) assert.equal(nodes[`${name}-view`].hidden, name !== view);
+  assert.equal(nodes['platform-strip'].hidden, view === 'overview');
+  assert.equal(nodes['health-view'].hidden, view !== 'research');
+  assert.equal(buttons.filter(button => button.attributes['aria-current'] === 'page').length, 1);
+  assert.equal(nav.hidden, false);
+  state.auth.allowed = false;
+  render();
+  assert.equal(nav.hidden, true, 'private navigation must disappear on logout');
+});
+
+test('viewing an account does not expand editing or change the configured switch', () => {
+  const state = { selected: 'longbridge', forms: { binance: { runtimeTargetMode: 'current' } } };
+  const nodes = {
+    'strategy-settings': { open: true }, 'workspace-title': { scrollIntoView() {} },
+    'account-select': { value: '', dispatchEvent() {}, focus() {} },
+  };
+  const fn = frontendFunction('openAccountSettings', { state, el: id => nodes[id], render() {}, Event });
+  fn('binance', { key: 'default' }, false);
+  assert.equal(state.view, 'accounts');
+  assert.equal(nodes['account-select'].value, 'default');
+  assert.equal(nodes['strategy-settings'].open, false);
+  assert.equal(state.forms.binance.runtimeTargetMode, 'current');
+});

tests/strategy_switch_worker_validation.mjs

@@ -56,7 +56,7 @@ assert.ok(__test.currentStrategiesTimeoutMs >= 8000);
 const renderPlatformsBody = indexHtml.match(/function renderPlatforms\(\) \{([\s\S]*?)\n    \}/)?.[1] || "";
 assert.ok(!renderPlatformsBody.includes("syncStrategyForAccount("));
 assert.equal(indexHtml.includes(".innerHTML"), false);
-assert.ok(indexHtml.includes('<body class="app-loading operator-console">'));
+assert.match(indexHtml, /<body class="app-loading operator-console console-clarity">/);
 assert.ok(indexHtml.includes('id="boot-screen"'));
 assert.ok(indexHtml.includes('id="app-shell"'));
 assert.equal(indexHtml.includes('runtime-authority-status'), false);
@@ -120,8 +120,8 @@ assert.ok(indexHtml.includes('switchSurface.classList.toggle("summary-hidden", !
 assert.equal(indexHtml.match(/Generated by inject_platform_config\.py/g)?.length, 1);
 assert.ok(indexHtml.includes('<script src="/bootstrap-config.js"></script>'));
 assert.ok(indexHtml.includes('<script src="/boot-recovery.js"></script>'));
-assert.ok(indexHtml.includes('/app.js?v=operator-console-v3'));
-assert.ok(indexHtml.includes('/app.css?v=operator-console-v3'));
+assert.ok(indexHtml.includes('/app.js?v=console-clarity-v1'));
+assert.ok(indexHtml.includes('/app.css?v=console-clarity-v1'));
 assert.equal(indexHtml.includes('<script id="platform-config">'), false);
 assert.equal(indexHtml.includes("publicSummary"), false);
 assert.ok(indexHtml.includes("function hasPrivateConfig()"));
@@ -211,7 +211,7 @@ assert.ok(indexHtml.includes('function strategyLabelSet('));
 assert.ok(indexHtml.includes('function strategyDisplayMetaText('));
 assert.ok(indexHtml.includes('function strategyChoiceLabel('));
 assert.ok(indexHtml.includes('function strategyCanSwitchLive('));
-assert.ok(indexHtml.includes("account-block"));
+assert.ok(indexHtml.includes('id="account-select"'));
 assert.ok(indexHtml.includes("strategy-block"));
 assert.ok(indexHtml.includes("white-space: pre-line"));
 assert.ok(indexHtml.includes(".form-section {"));