feat(ssa): Complete Phase V-A editable analysis plan variables

Features:
- Add editable variable selection in workflow plan (SingleVarSelect + MultiVarTags)
- Implement 3-layer flexible interception (warning bar + icon + blocking dialog)
- Add tool_param_constraints.json for 12 statistical tools parameter validation
- Add PATCH /workflow/:id/params API with Zod structural validation
- Implement synchronous parameter sync before execution (Promise chaining)
- Fix LLM hallucination by strict system prompt constraints
- Fix DynamicReport object-based rows compatibility (R baseline_table)
- Fix Word export row.map error with same normalization logic
- Restore inferGroupingVar for smart default variable selection
- Add ReactMarkdown rendering in SSAChatPane
- Update SSA module status document to v3.5

Modified files:
- backend: workflow.routes, ChatHandlerService, SystemPromptService, FlowTemplateService
- frontend: WorkflowTimeline, SSAWorkspacePane, DynamicReport, SSAChatPane, ssaStore, ssa.css
- config: tool_param_constraints.json (new)
- docs: SSA status doc, team review reports

Tested: Cohort study end-to-end execution + report export verified
Co-authored-by: Cursor <cursoragent@cursor.com>
This commit is contained in:
2026-02-24 13:08:29 +08:00
parent dc6b292308
commit 85fda830c2
27 changed files with 2732 additions and 154 deletions

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@@ -0,0 +1,52 @@
{
"ST_DESCRIPTIVE": {
"variables": { "paramType": "multi", "requiredType": "any", "hint": "选择需要描述的变量" },
"group_var": { "paramType": "single", "requiredType": "categorical", "hint": "分组变量(可选)" }
},
"ST_T_TEST_IND": {
"group_var": { "paramType": "single", "requiredType": "categorical", "maxLevels": 2, "hint": "T检验要求二分类分组变量" },
"value_var": { "paramType": "single", "requiredType": "numeric", "hint": "T检验要求连续型因变量" }
},
"ST_MANN_WHITNEY": {
"group_var": { "paramType": "single", "requiredType": "categorical", "maxLevels": 2, "hint": "Mann-Whitney检验要求二分类分组变量" },
"value_var": { "paramType": "single", "requiredType": "numeric", "hint": "要求连续型因变量" }
},
"ST_T_TEST_PAIRED": {
"before_var": { "paramType": "single", "requiredType": "numeric", "hint": "前测变量应为连续型" },
"after_var": { "paramType": "single", "requiredType": "numeric", "hint": "后测变量应为连续型" }
},
"ST_WILCOXON": {
"before_var": { "paramType": "single", "requiredType": "numeric", "hint": "前测变量应为连续型" },
"after_var": { "paramType": "single", "requiredType": "numeric", "hint": "后测变量应为连续型" }
},
"ST_CHI_SQUARE": {
"var1": { "paramType": "single", "requiredType": "categorical", "hint": "卡方检验要求分类变量" },
"var2": { "paramType": "single", "requiredType": "categorical", "hint": "卡方检验要求分类变量" }
},
"ST_FISHER": {
"var1": { "paramType": "single", "requiredType": "categorical", "hint": "Fisher检验要求分类变量" },
"var2": { "paramType": "single", "requiredType": "categorical", "hint": "Fisher检验要求分类变量" }
},
"ST_CORRELATION": {
"var_x": { "paramType": "single", "requiredType": "numeric", "hint": "相关分析要求连续型变量" },
"var_y": { "paramType": "single", "requiredType": "numeric", "hint": "相关分析要求连续型变量" }
},
"ST_LOGISTIC_BINARY": {
"outcome_var": { "paramType": "single", "requiredType": "categorical", "maxLevels": 2, "hint": "二元Logistic回归要求二分类结局变量" },
"predictors": { "paramType": "multi", "requiredType": "any", "hint": "预测变量" },
"confounders": { "paramType": "multi", "requiredType": "any", "hint": "混杂因素(可选)" }
},
"ST_LINEAR_REG": {
"outcome_var": { "paramType": "single", "requiredType": "numeric", "hint": "线性回归要求连续型结局变量" },
"predictors": { "paramType": "multi", "requiredType": "any", "hint": "预测变量" },
"confounders": { "paramType": "multi", "requiredType": "any", "hint": "混杂因素(可选)" }
},
"ST_ANOVA_ONE": {
"group_var": { "paramType": "single", "requiredType": "categorical", "minLevels": 3, "hint": "ANOVA要求3组及以上分组变量" },
"value_var": { "paramType": "single", "requiredType": "numeric", "hint": "要求连续型因变量" }
},
"ST_BASELINE_TABLE": {
"group_var": { "paramType": "single", "requiredType": "categorical", "minLevels": 2, "maxLevels": 5, "hint": "基线表需要分类分组变量" },
"analyze_vars": { "paramType": "multi", "requiredType": "any", "hint": "选择需要分析的变量" }
}
}

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@@ -9,6 +9,7 @@
*/
import { FastifyInstance, FastifyRequest, FastifyReply } from 'fastify';
import { z } from 'zod';
import { logger } from '../../../common/logging/index.js';
import { workflowPlannerService } from '../services/WorkflowPlannerService.js';
import { workflowExecutorService } from '../services/WorkflowExecutorService.js';
@@ -372,6 +373,143 @@ export default async function workflowRoutes(app: FastifyInstance) {
}
);
/**
* PATCH /workflow/:workflowId/params
* Phase V: 批量更新 workflow step 参数(变量可编辑化)
*
* Zod 结构校验防火墙:
* - 结构非法(字段类型错误、必填字段缺失)→ 400 Bad Request
* - 统计学不合理但结构合法 → 放行,交给 R 引擎 tryCatch
*/
app.patch<{ Params: { workflowId: string }; Body: { steps: Array<{ stepOrder: number; params: Record<string, any> }> } }>(
'/:workflowId/params',
async (request, reply) => {
const { workflowId } = request.params;
const { steps } = request.body;
const PatchStepSchema = z.object({
stepOrder: z.number().int().positive(),
params: z.record(z.string(), z.unknown()),
});
const PatchBodySchema = z.object({
steps: z.array(PatchStepSchema).min(1),
});
const validation = PatchBodySchema.safeParse({ steps });
if (!validation.success) {
return reply.status(400).send({
success: false,
error: 'Invalid request body',
details: validation.error.flatten(),
});
}
try {
const workflow = await prisma.ssaWorkflow.findUnique({
where: { id: workflowId },
select: { id: true, status: true, sessionId: true },
});
if (!workflow) {
return reply.status(404).send({ success: false, error: 'Workflow not found' });
}
if (workflow.status !== 'planned' && workflow.status !== 'pending') {
return reply.status(409).send({
success: false,
error: `Cannot modify params for workflow in '${workflow.status}' state`,
});
}
// Validate variable names exist in session data schema
const session = await prisma.ssaSession.findUnique({
where: { id: workflow.sessionId },
select: { dataSchema: true },
});
const schema = session?.dataSchema as any;
const validColumnNames = new Set<string>(
(schema?.columns || []).map((c: any) => c.name)
);
for (const stepPatch of validation.data.steps) {
for (const [key, value] of Object.entries(stepPatch.params)) {
if (typeof value === 'string' && value && !key.startsWith('_')) {
if (['group_var', 'outcome_var', 'value_var', 'var_x', 'var_y',
'before_var', 'after_var', 'var1', 'var2'].includes(key)) {
if (validColumnNames.size > 0 && !validColumnNames.has(value)) {
return reply.status(400).send({
success: false,
error: `Variable '${value}' in step ${stepPatch.stepOrder}.${key} does not exist in the dataset`,
});
}
}
}
if (Array.isArray(value) && ['analyze_vars', 'predictors', 'variables', 'confounders'].includes(key)) {
for (const v of value) {
if (typeof v === 'string' && validColumnNames.size > 0 && !validColumnNames.has(v)) {
return reply.status(400).send({
success: false,
error: `Variable '${v}' in step ${stepPatch.stepOrder}.${key} does not exist in the dataset`,
});
}
}
}
}
}
// Update each step's inputParams in the database
const updatePromises = validation.data.steps.map((stepPatch) =>
prisma.ssaWorkflowStep.updateMany({
where: {
workflowId,
stepOrder: stepPatch.stepOrder,
},
data: {
inputParams: stepPatch.params as any,
},
})
);
await Promise.all(updatePromises);
// Also update the workflowPlan JSON blob's steps params
const currentPlan = await prisma.ssaWorkflow.findUnique({
where: { id: workflowId },
select: { workflowPlan: true },
});
if (currentPlan?.workflowPlan) {
const plan = currentPlan.workflowPlan as any;
if (plan.steps) {
for (const stepPatch of validation.data.steps) {
const planStep = plan.steps.find((s: any) => s.step_number === stepPatch.stepOrder);
if (planStep) {
planStep.params = stepPatch.params;
}
}
await prisma.ssaWorkflow.update({
where: { id: workflowId },
data: { workflowPlan: plan },
});
}
}
logger.info('[SSA:API] Workflow params updated', {
workflowId,
stepsUpdated: validation.data.steps.length,
});
return reply.send({ success: true, stepsUpdated: validation.data.steps.length });
} catch (error: any) {
logger.error('[SSA:API] Patch workflow params failed', {
workflowId,
error: error.message,
});
return reply.status(500).send({ success: false, error: error.message });
}
}
);
/**
* POST /workflow/profile
* 生成数据画像

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@@ -239,7 +239,8 @@ export class ChatHandlerService {
const toolOutputs = [
guardToolOutput,
planSummary,
'[系统提示] 你刚刚为用户制定了上述分析方案。请用自然语言向用户解释这个方案:包括为什么选这些方法、分析步骤的逻辑。不要重复列步骤编号和工具代码,要用用户能理解的语言说明。最后提示用户确认方案后即可执行。',
'[系统指令] 你刚刚为用户制定了上述分析方案。请用自然语言向用户解释这个方案:包括为什么选这些方法、分析步骤的逻辑。不要重复列步骤编号和工具代码,要用用户能理解的语言说明。最后提示用户确认方案后即可执行。',
'【禁止事项】不要预测、模拟或编造任何分析结果、数值或表格。方案只是计划R 引擎尚未执行,你不知道结果是什么。',
].filter(Boolean).join('\n\n');
const messages = await conversationService.buildContext(
@@ -397,7 +398,9 @@ export class ChatHandlerService {
writer: StreamWriter,
placeholderMessageId: string,
): Promise<HandleResult> {
// 清除 pending 状态
// 先读取 pending 元数据(含 workflowId再清除
const pending = await askUserService.getPending(sessionId);
const pendingMeta = pending?.metadata || {};
await askUserService.clearPending(sessionId);
if (response.action === 'skip') {
@@ -423,15 +426,21 @@ export class ChatHandlerService {
const selectedValue = response.selectedValues?.[0];
if (selectedValue === 'confirm_plan') {
// Phase IV: 确认分析方案 → 前端将触发 executeWorkflow
const workflowId = response.metadata?.workflowId || '';
// Phase IV: 确认分析方案 → 前端打开工作区,用户手动点击执行
const workflowId = pendingMeta.workflowId || response.metadata?.workflowId || '';
const messages = await conversationService.buildContext(
sessionId, conversationId, 'analyze',
`[系统提示] 用户已确认分析方案workflow: ${workflowId})。请简要确认:"好的,方案已确认,正在准备执行分析..."。`,
[
`[系统指令——严格遵守] 用户已确认分析方案workflow: ${workflowId})。`,
'你只需回复一句简短的确认消息,例如:"好的,方案已确认。请在右侧工作区点击「开始执行分析」启动 R 引擎。"',
'【铁律】禁止在此回复中生成任何分析结果、表格、P值、统计量、数值。',
'你不是计算引擎,所有数值结果将由 R 统计引擎独立计算后返回。',
'你的回复不得超过 2 句话。',
].join('\n'),
);
const result = await conversationService.streamToSSE(messages, writer, {
temperature: 0.3, maxTokens: 300,
temperature: 0.1, maxTokens: 150,
});
await conversationService.finalizeAssistantMessage(
@@ -451,12 +460,12 @@ export class ChatHandlerService {
// Phase III: 确认使用推荐方法 → 提示可以开始分析
const messages = await conversationService.buildContext(
sessionId, conversationId, 'analyze',
'[系统提示] 用户已确认使用推荐的统计方法。请简要确认方案,告知用户可以在对话中说"开始分析"或在右侧面板触发执行。',
'[系统指令] 用户已确认使用推荐的统计方法。请简要确认方案,告知用户可以在对话中说"开始分析"或在右侧面板触发执行。禁止生成任何数值或假设的分析结果。',
);
const result = await conversationService.streamToSSE(messages, writer, {
temperature: 0.5,
maxTokens: 800,
temperature: 0.3,
maxTokens: 500,
});
await conversationService.finalizeAssistantMessage(

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@@ -131,7 +131,7 @@ export class FlowTemplateService {
params[key] = query.outcome_var;
break;
case '{{grouping_var}}':
params[key] = query.grouping_var;
params[key] = query.grouping_var || this.inferGroupingVar(query, profile);
break;
case '{{all_predictors}}':
params[key] = query.predictor_vars;
@@ -150,6 +150,51 @@ export class FlowTemplateService {
return { params, epvWarning };
}
/**
* 当 LLM 未识别 grouping_var 时,从数据画像中自动推断
* 优先选择:二分类变量(排除 outcome_var最典型的分组/暴露变量
*/
private inferGroupingVar(query: ParsedQuery, profile?: DataProfile | null): string | null {
if (!profile?.columns) return null;
const excludeVars = new Set<string>();
if (query.outcome_var) excludeVars.add(query.outcome_var.toLowerCase());
const binaryCandidates = profile.columns.filter(c =>
c.type === 'categorical' &&
c.totalLevels === 2 &&
!excludeVars.has(c.name.toLowerCase())
);
if (binaryCandidates.length > 0) {
const chosen = binaryCandidates[0].name;
logger.info('[SSA:FlowTemplate] Auto-inferred grouping_var', {
chosen,
candidates: binaryCandidates.map(c => c.name),
});
return chosen;
}
const categoricalCandidates = profile.columns.filter(c =>
c.type === 'categorical' &&
c.totalLevels !== undefined &&
c.totalLevels >= 2 &&
c.totalLevels <= 5 &&
!excludeVars.has(c.name.toLowerCase())
);
if (categoricalCandidates.length > 0) {
const chosen = categoricalCandidates[0].name;
logger.info('[SSA:FlowTemplate] Auto-inferred grouping_var (categorical)', {
chosen,
});
return chosen;
}
logger.warn('[SSA:FlowTemplate] No suitable grouping_var found in profile');
return null;
}
/**
* 构建默认参数(非 paramsMapping 模板步骤使用)
*/

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@@ -123,12 +123,29 @@ export class SystemPromptService {
}
private fallbackBaseSystem(): string {
return `你是 SSA-Pro 智能统计分析助手,专注于临床研究统计分析
你具备以下能力:
- 理解临床研究数据的结构和特征
- 推荐合适的统计分析方法
- 解读统计分析结果
- 用通俗易懂的语言向医学研究者解释统计概念
return `你是 SSA-Pro 智能统计分析助手。你的职责是**规划、解释和沟通**,而非计算
## 你的身份与职能边界
你是「分析规划者」和「结果解读者」,不是「计算引擎」。
系统后端有独立的 R 统计计算引擎,所有统计计算均由 R 引擎完成。
### 你可以做的:
- 理解用户的分析需求,识别意图
- 推荐合适的统计方法,解释选择理由
- 制定分析方案(选择工具、参数)
- 解读 R 引擎返回的真实结果
- 用通俗语言向研究者解释统计概念
### 绝对禁止:
- **禁止编造或生成任何数值结果**P值、均值、标准差、置信区间、检验统计量等
- **禁止模拟或假设分析结果**(即使用户催促,也不能捏造数据)
- **禁止生成结果表格**(除非表格数据来自 R 引擎的真实输出)
- 如果还没有 R 引擎的执行结果,只能说"正在等待执行"或"方案已确认,即将启动分析"
### 关键原则:
没有 R 引擎的真实输出 → 不回答任何具体数值。
这是铁律,违反将导致临床研究的严重错误。
沟通原则:
- 使用中文回复
@@ -139,12 +156,12 @@ export class SystemPromptService {
private fallbackIntentInstruction(intent: IntentType): string {
const map: Record<IntentType, string> = {
chat: '请基于统计知识和用户数据直接回答用户的问题。不要主动建议执行分析,除非用户明确要求。简洁作答,分点清晰。',
explore: '用户想了解数据的特征。请基于上方的数据摘要信息,帮用户解读数据特征(缺失、分布、异常值等)。可以推断 PICO 结构。不要执行分析。',
consult: '用户在咨询统计方法。请根据数据特征和研究目的推荐合适的统计方法,给出选择理由和前提条件。不要直接执行分析。提供替代方案。',
analyze: '以下是工具执行结果。请向用户简要说明分析进展和关键发现。使用通俗语言,避免过度技术化。',
discuss: '用户想讨论分析结果。请帮助用户深入解读结果,解释统计量的含义,讨论临床意义和局限性。',
feedback: '用户对之前的分析结果不满意或有改进建议。请分析问题原因,提出改进方案(如更换统计方法、调整参数等)。',
chat: '请基于统计知识和用户数据直接回答用户的问题。不要主动建议执行分析,除非用户明确要求。简洁作答,分点清晰。禁止编造任何数值。',
explore: '用户想了解数据的特征。请基于上方的数据摘要信息,帮用户解读数据特征(缺失、分布、异常值等)。可以推断 PICO 结构。不要执行分析,不要编造统计数值。',
consult: '用户在咨询统计方法。请根据数据特征和研究目的推荐合适的统计方法,给出选择理由和前提条件。不要直接执行分析。提供替代方案。禁止给出任何假设的分析结果数值。',
analyze: '你正在协助用户进行分析规划。你的职责限于解释分析方案的思路和方法选择理由。禁止生成任何P值、统计量、均值、分析结果表格。所有数值结果只能来自 R 引擎的真实执行输出。如果 R 引擎还没有返回结果,只能说明方案状态,不能自行填充结果。',
discuss: '用户想讨论分析结果。请仅基于 R 引擎返回的真实数据帮助用户解读,解释统计量的含义,讨论临床意义和局限性。禁止补充或编造 R 引擎未返回的数值。',
feedback: '用户对之前的分析结果不满意或有改进建议。请分析问题原因,提出改进方案(如更换统计方法、调整参数等)。禁止编造数值来论证改进效果。',
};
return map[intent];
}