Mutual_Fund/service/advisor_agent/draft.py

"""投顾 Agent 草稿服务。"""
from __future__ import annotations

from decimal import Decimal
from typing import Any
import uuid

from common.common_const import (
    DRAFT_STATUS_DISCARDED,
    DRAFT_STATUS_DRAFT,
    ERR_CODE_DRAFT_NOT_FOUND,
    ERR_CODE_FORBIDDEN_CUSTOMER,
    ERR_CODE_SUITABILITY_INVALID,
    REPORT_DISCLAIMER,
)
from common.suitability import check_suitability
from service.advisor_agent.compliance import ensure_safe_content
from repositories.sensitive_word import SensitiveWordRepo
from model.advisor_draft import AdvisorDraft
from utils.exceptions import ApiError


def build_generated_content(content: str) -> str:
    """生成阶段强制补齐免责声明，避免重复拼接。"""
    if REPORT_DISCLAIMER in content:
        return content
    return f"{content.rstrip()}\n\n{REPORT_DISCLAIMER}"


def _disclaimer_warning(content: str) -> tuple[bool, str | None]:
    if REPORT_DISCLAIMER in content:
        return True, None
    return False, "草稿缺少完整免责声明，工作台发送前必须补齐并重新校验"


def _not_found() -> ApiError:
    return ApiError(ERR_CODE_DRAFT_NOT_FOUND, "草稿不存在或者已废弃")


async def _resolve_sensitive_words(repo, explicit_words: list[str] | None) -> list[str]:
    if explicit_words is not None:
        return explicit_words
    if hasattr(repo, "db"):
        return await SensitiveWordRepo(repo.db).list_active_words()
    return []


def _validate_structured_suitability(
    structured_data: dict | None, customer_risk: str | None = None
) -> None:
    if not structured_data:
        return
    customer_risk = customer_risk or structured_data.get("customer_risk")
    if not customer_risk:
        return
    for item in structured_data.get("items", []):
        result = check_suitability(customer_risk, item.get("risk_level", ""))
        if not result.ok:
            raise ApiError(ERR_CODE_SUITABILITY_INVALID, result.reason)


async def create_draft(repo, data: dict) -> AdvisorDraft:
    content = data.get("content", "")
    sensitive_words = await _resolve_sensitive_words(repo, data.get("sensitive_words"))
    ensure_safe_content(content, sensitive_words)
    disclaimer_ok, warning = _disclaimer_warning(content)
    draft = AdvisorDraft(
        draft_id=uuid.uuid4().hex,
        customer_id=data["customer_id"],
        advisor_id=data["advisor_id"],
        intent=data["intent"],
        title=data["title"],
        content=content,
        structured_data=data.get("structured_data"),
        status=DRAFT_STATUS_DRAFT,
        deviation=data.get("deviation"),
        disclaimer_ok=disclaimer_ok,
        warning=warning,
    )
    return await repo.add(draft)


def ensure_draft_owner(draft: Any, *, advisor_id: int) -> None:
    if draft.advisor_id != advisor_id:
        raise ApiError(ERR_CODE_FORBIDDEN_CUSTOMER, "无权操作该客户数据")


def summarize_draft(draft: Any) -> dict:
    deviation = getattr(draft, "deviation", None)
    if isinstance(deviation, Decimal):
        deviation = float(deviation)
    return {
        "draft_id": draft.draft_id,
        "customer_id": draft.customer_id,
        "advisor_id": draft.advisor_id,
        "intent": getattr(draft, "intent", None),
        "title": getattr(draft, "title", None),
        "status": draft.status,
        "deviation": deviation,
        "disclaimer_ok": bool(getattr(draft, "disclaimer_ok", False)),
        "created_at": draft.create_time.isoformat()
        if getattr(draft, "create_time", None)
        else None,
        "update_time": draft.update_time.isoformat()
        if getattr(draft, "update_time", None)
        else None,
    }


def detail_draft(draft: Any) -> dict:
    result = summarize_draft(draft)
    result.update(
        {
            "content": draft.content,
            "structured_data": getattr(draft, "structured_data", None),
            "warning": getattr(draft, "warning", None),
        }
    )
    return result


async def get_draft(repo, draft_id: str):
    draft = await repo.get_by_draft_id(draft_id)
    if draft is None or draft.status == DRAFT_STATUS_DISCARDED:
        raise _not_found()
    return draft


async def list_drafts(
    repo,
    *,
    advisor_id: int | None = None,
    customer_id: int | None = None,
    status: str | None = None,
    page: int = 1,
    page_size: int = 20,
) -> dict:
    page = max(1, page)
    page_size = min(100, max(1, page_size))
    total, items = await repo.list_drafts(
        advisor_id=advisor_id,
        customer_id=customer_id,
        status=status,
        limit=page_size,
        offset=(page - 1) * page_size,
    )
    return {"total": total, "items": [summarize_draft(item) for item in items]}


async def save_draft(
    repo,
    draft_id: str,
    *,
    title: str | None = None,
    content: str | None = None,
    structured_data: dict | None = None,
    customer_risk: str | None = None,
    sensitive_words: list[str] | None = None,
):
    draft = await get_draft(repo, draft_id)
    if draft.status != DRAFT_STATUS_DRAFT:
        raise _not_found()
    if title is not None:
        draft.title = title
    if content is not None:
        draft.content = content
    if structured_data is not None:
        draft.structured_data = structured_data
    resolved_sensitive_words = await _resolve_sensitive_words(repo, sensitive_words)
    ensure_safe_content(draft.content, resolved_sensitive_words)
    _validate_structured_suitability(draft.structured_data, customer_risk)
    draft.disclaimer_ok, draft.warning = _disclaimer_warning(draft.content)
    saved = await repo.save(draft)
    return detail_draft(saved)


async def discard_draft(repo, draft_id: str):
    draft = await get_draft(repo, draft_id)
    return await repo.discard(draft)