Mutual_Fund/schemas/advisor.py

"""投顾工作台请求 DTO（入参校验；响应多以 dict 返回，随业务拼装）。"""
from __future__ import annotations

from datetime import datetime
from typing import Any, Literal

from common_const import (
    TALK_SCENE_CUSTOMER_COMPLAINT,
    TALK_SCENE_MARKET_FLUCTUATION,
    TALK_SCENE_PORTFOLIO_DIVERGENCE,
    TALK_SCENE_RISK_BLOCK_ORDER,
)
from pydantic import BaseModel, Field


class DraftSaveReq(BaseModel):
    """草稿编辑保存入参（代理到 Agent PUT /draft/{id}/save，Agent 重新适当性校验）。"""

    title: str | None = Field(default=None, max_length=128)
    content: str = Field(default="")
    suggestions: Any = None  # 结构化建议清单（超配赎回/低配申购），结构由 Agent 定义


class DraftOperateReq(BaseModel):
    """草稿操作入参（仅支持 discard 废弃）。"""

    action: str = Field(pattern="^(discard)$")


class RebalanceRunReq(BaseModel):
    """触发调仓再平衡（异步受理，结果靠事件回执）。"""

    customer_id: int = Field(gt=0)


class AdvisorDataQueryReq(BaseModel):
    """工作台代理 Agent 的客户数据查询请求。"""

    customer_id: int = Field(gt=0)
    question: str = Field(min_length=1, max_length=2000)
    session_id: str | None = Field(default=None, max_length=64)
    max_rows: int | None = Field(default=None, gt=0, le=10000)
    page: int = Field(default=1, ge=1, le=100000)
    page_size: int = Field(default=100, ge=1, le=10000)
    sort_by: str | None = Field(default=None, max_length=128)
    sort_order: Literal["asc", "desc"] = "asc"


class TalkScriptReq(BaseModel):
    """生成沟通话术草稿（同步，超时由工作台降级为「稍后重试」）。"""

    customer_id: int = Field(gt=0)
    scene_type: Literal[
        TALK_SCENE_RISK_BLOCK_ORDER,
        TALK_SCENE_MARKET_FLUCTUATION,
        TALK_SCENE_PORTFOLIO_DIVERGENCE,
        TALK_SCENE_CUSTOMER_COMPLAINT,
    ]


class RelationReq(BaseModel):
    """客户关系流转（sign=签约 / close=结束服务），工作台是签约状态唯一写入方。"""

    action: str = Field(pattern="^(sign|close)$")
    reason: str | None = Field(default=None, max_length=128)


class VisitCreateReq(BaseModel):
    """人工回访留痕入参（不触发 Agent 记忆抽取）。"""

    customer_id: int = Field(gt=0)
    visit_type: str = Field(min_length=1, max_length=32)
    visit_time: datetime
    summary: str | None = None
    audio_url: str | None = Field(default=None, max_length=512)


class VisitUpdateReq(BaseModel):
    """回访记录可编辑字段；不提供字段时拒绝空更新。"""

    visit_type: str | None = Field(default=None, min_length=1, max_length=32)
    visit_time: datetime | None = None
    summary: str | None = None
    audio_url: str | None = Field(default=None, max_length=512)


class TodoHandleReq(BaseModel):
    """待办处理入参（process=开始处理 / done=完成）。"""

    action: str = Field(pattern="^(process|done)$")