feat:新增投顾agent和nl2sqlagent

api/advisor/audit.py

@@ -17,6 +17,7 @@ router = APIRouter()
 @router.get("/audit/ledger", summary="本人审计台账筛选")
 async def ledger(
     action: str | None = Query(None, max_length=64),
+    customer_id: int | None = Query(None, gt=0),
     keyword: str | None = Query(None, max_length=128),
     start: datetime | None = Query(None),
     end: datetime | None = Query(None),
@@ -27,7 +28,7 @@ async def ledger(
 ):
     return success(
         await audit_service.list_ledger(
-            db, user, action=action, keyword=keyword, start=start, end=end,
+            db, user, action=action, customer_id=customer_id, keyword=keyword, start=start, end=end,
             page=page, page_size=page_size,
         )
     )
@@ -36,6 +37,7 @@ async def ledger(
 @router.get("/audit/export", summary="导出本人审计台账（CSV）")
 async def export(
     action: str | None = Query(None, max_length=64),
+    customer_id: int | None = Query(None, gt=0),
     keyword: str | None = Query(None, max_length=128),
     start: datetime | None = Query(None),
     end: datetime | None = Query(None),
@@ -43,7 +45,7 @@ async def export(
     db: AsyncSession = Depends(get_db),
 ):
     csv_text = await audit_service.export_ledger(
-        db, user, action=action, keyword=keyword, start=start, end=end
+        db, user, action=action, customer_id=customer_id, keyword=keyword, start=start, end=end
     )
     return Response(
         content=csv_text,

api/advisor/visits.py

@@ -5,7 +5,7 @@ from sqlalchemy.ext.asyncio import AsyncSession
 from api.deps import require_advisor
 from config.deps import get_db
 from model.sys_user import SysUser
-from schemas.advisor import VisitCreateReq
+from schemas.advisor import VisitCreateReq, VisitUpdateReq
 from service.advisor import visits as visits_service
 from utils.response import success
 
@@ -36,6 +36,25 @@ async def create_visit(
     return success(await visits_service.create_visit(db, user, req))
 
 
+@router.get("/visits/{visit_id}", summary="回访记录详情")
+async def get_visit(
+    visit_id: int,
+    user: SysUser = Depends(require_advisor),
+    db: AsyncSession = Depends(get_db),
+):
+    return success(await visits_service.get_visit(db, user, visit_id))
+
+
+@router.put("/visits/{visit_id}", summary="编辑回访留痕")
+async def update_visit(
+    visit_id: int,
+    req: VisitUpdateReq,
+    user: SysUser = Depends(require_advisor),
+    db: AsyncSession = Depends(get_db),
+):
+    return success(await visits_service.update_visit(db, user, visit_id, req))
+
+
 @router.get("/talk-templates", summary="合规话术库（内置，投顾参考）")
 async def talk_templates(user: SysUser = Depends(require_advisor)):
     return success(visits_service.list_talk_templates())