feat(studio): 回放可以直接播放「一条视频」——不必先按「从视频重算」

- What: 新增 `record/playback.py::VideoOnlySource`（一个视频文件的时间轴：时长来自
  `CAP_PROP_FRAME_COUNT/FPS`，按位置解码、顺序前进时只 step 不 seek、越界钳到最后一帧；没有帧计数或帧率就
  拒绝而不是猜）；`ReplayController` 增加 `open_video()`/`has_video()`/`is_video_only()`/`video_path()`，
  `duration_s`/`set_position`/`_refresh_video`/`close` 都覆盖这条路径，并在 `warnings_text()` 里说明
  "这段视频没有配套记录"；`app_window._load_replay_video()` 改为按"这条视频是什么"处理：
  同目录有 `forces.csv` → 当记录打开（原行为），否则**当视频播放**（曲线为空、明确提示），只有连解码都不行
  才拒绝并给出 `从视频重算` 的出路；transport/`_render_replay_frame`/`_replay_owns_image`/状态栏 tooltip
  一律改用 `has_video()`（而查曲线的 `_apply_replay_source` 仍用 `is_loaded()`）。
- Why: 用户要求"只导入视频也能用回放按钮"。此前有录像必须走「从视频重算」才能动，因为一条裸视频被当成
  "不是记录"而拒绝（更早是当成空记录"成功"打开→零长度时间轴→按回放没反应）。这两种都不对：视频就是可以看的
  东西，只是没有力值；把它按视频播放、把"没有记录"如实写在标签与提示里，才既不骗人也不挡人。
- Verification: `shared/tests/test_playback.py` +3（VideoOnlySource：时长/按位置取帧/顺序前进/越界钳位/关闭后
  返回空/不可解码与无时间轴被拒；顺带修回我在插入新类时弄丢的 `list_recordings` 的 `base = Path(root)`）；
  `test_ui_smoke.py` 改 1 增 1（裸视频可播放：`is_video_only`、transport 可用、tooltip 说明曲线为空、
  按下后位置推进且解出画面、停止有效；不可解码文件仍被拒并提示）；ui_check 587 项 0 失败（回放段改为验证
  "裸视频能播"）；apps/studio 与 shared 全量通过；locale_check 0 缺失。
- Not in this change: 裸视频的曲线（没有 CSV 就没有力值，这是事实而不是待办）；裸视频的三维形变（要形变得走
  「从视频重算」，面板标签在回放里仍然是"录像不含三维场"）；多段视频拼接播放。

shared/src/orisys_app_shared/record/__init__.py

@@ -19,6 +19,7 @@ from orisys_app_shared.record.playback import (
     RecordingFrame,
     RecordingInfo,
     RecordingReader,
+    VideoOnlySource,
     list_recordings,
 )
 from orisys_app_shared.record.visualization3d import (
@@ -43,6 +44,7 @@ __all__ = [
     "RecordingFrame",
     "RecordingInfo",
     "RecordingReader",
+    "VideoOnlySource",
     "Visualization3DRecord",
     "build_visualization3d_block",
     "format_value",

shared/src/orisys_app_shared/record/playback.py

@@ -602,6 +602,84 @@ def decimate_window(window: ForceWindow, max_points: int, *, unit: str = "raw")
     )
 
 
+class VideoOnlySource:
+    """One video file with nothing beside it: watch it, but it has no measurements.
+
+    A recording is a directory (video + forces + session metadata); a *video* is what
+    an operator often has — a clip from a camera, a file somebody sent, footage whose
+    ``forces.csv`` was never written. This serves the same questions
+    :class:`RecordingReader` serves for a recording — how long is it, what is at *t* —
+    so the replay view can play it with the transport instead of demanding that the
+    file be something it is not.
+
+    What it deliberately does **not** do: invent force rows, a session id or a config
+    hash. ``curve_source()`` is ``None`` and the caller is expected to say that the
+    charts have nothing to read. Recomputing forces from this video is the acquisition
+    path's job, not this one's.
+    """
+
+    def __init__(self, path: str | Path) -> None:
+        self.path = Path(path)
+        if not self.path.is_file():
+            raise FileNotFoundError(f"Not a video file: {self.path}")
+        import cv2
+
+        self._capture = cv2.VideoCapture(str(self.path))
+        if not self._capture.isOpened():
+            self._capture.release()
+            self._capture = None
+            raise ValueError(f"Could not open the video: {self.path}")
+        self._fps = float(self._capture.get(cv2.CAP_PROP_FPS) or 0.0)
+        frames = float(self._capture.get(cv2.CAP_PROP_FRAME_COUNT) or 0.0)
+        if not (self._fps > 0.0) or not (frames > 0.0):
+            # Without a frame count or a rate there is no timeline to scrub, and a
+            # guessed one would put the cursor somewhere the picture is not.
+            self._capture.release()
+            self._capture = None
+            raise ValueError(
+                f"The video reports no frame count or frame rate: {self.path.name}"
+            )
+        self.duration_s = frames / self._fps
+        self._index = -1
+        self._lock = threading.Lock()
+
+    def video_frame_at(self, t_rel_s: float) -> tuple[Optional[np.ndarray], None]:
+        """The frame at ``t_rel_s``: ``(bgr, None)`` or ``(None, None)``.
+
+        The second element is always ``None``: there is no frame *record* to hand back,
+        which is the difference between this and a recording (and the reason the
+        status line for a dropped frame does not apply here).
+        """
+        import cv2
+
+        if self._capture is None:
+            return None, None
+        target = int(max(0.0, float(t_rel_s)) * self._fps)
+        target = max(0, min(target, int(round(self.duration_s * self._fps)) - 1))
+        with self._lock:
+            try:
+                if self._index >= 0 and target == self._index + 1:
+                    ok, image = self._capture.read()
+                else:
+                    self._capture.set(cv2.CAP_PROP_POS_FRAMES, target)
+                    ok, image = self._capture.read()
+            except Exception:  # noqa: BLE001 - a broken decode is not a crash
+                logger.exception("Could not decode %s at frame %s", self.path, target)
+                self._index = -1
+                return None, None
+            self._index = target if ok else -1
+            return (image if ok else None), None
+
+    def close(self) -> None:
+        with self._lock:
+            if self._capture is not None:
+                try:
+                    self._capture.release()
+                except Exception:  # noqa: BLE001 - releasing is best effort
+                    pass
+            self._capture = None
+
+
 def list_recordings(root: str | Path) -> list[Path]:
     base = Path(root)
     if not base.is_dir():