feat:新增投顾agent和nl2sqlagent

2026-09-13 16:19:24 +08:00
parent c80c6acac0
commit 163192bf55
122 changed files with 7488 additions and 362 deletions
@@ -0,0 +1,41 @@
+"""投顾 Agent 草稿 ORM 模型。"""
+from __future__ import annotations
+
+from datetime import datetime
+from decimal import Decimal
+
+from sqlalchemy import BigInteger, CheckConstraint, DateTime, JSON, Numeric, String, Text, func
+from sqlalchemy.orm import Mapped, mapped_column
+
+from common.common_const import DRAFT_STATUS_DRAFT
+from model.base import Base
+
+
+class AdvisorDraft(Base):
+    __tablename__ = "advisor_draft"
+    __table_args__ = (
+        CheckConstraint(
+            "status IN ('draft', 'discarded')",
+            name="ck_advisor_draft_status",
+        ),
+        {"comment": "投顾 Agent 草稿（不存 sent，不生成交易指令）"},
+    )
+
+    id: Mapped[int] = mapped_column(BigInteger, primary_key=True, autoincrement=True)
+    draft_id: Mapped[str] = mapped_column(String(64), unique=True, index=True)
+    customer_id: Mapped[int] = mapped_column(BigInteger, index=True)
+    advisor_id: Mapped[int] = mapped_column(BigInteger, index=True)
+    intent: Mapped[str] = mapped_column(String(32), index=True)
+    title: Mapped[str] = mapped_column(String(128))
+    content: Mapped[str] = mapped_column(Text)
+    structured_data: Mapped[dict | None] = mapped_column(JSON)
+    status: Mapped[str] = mapped_column(String(16), default=DRAFT_STATUS_DRAFT, index=True)
+    deviation: Mapped[Decimal | None] = mapped_column(Numeric(10, 4))
+    disclaimer_ok: Mapped[bool] = mapped_column(default=False)
+    warning: Mapped[str | None] = mapped_column(String(512))
+    create_time: Mapped[datetime] = mapped_column(
+        DateTime, server_default=func.now(), index=True
+    )
+    update_time: Mapped[datetime] = mapped_column(
+        DateTime, server_default=func.now(), onupdate=func.now()
+    )
@@ -1,7 +1,7 @@
 """customer_relation 客户-投顾关系表 ORM 模型。

 同时服务于：
- 投顾工作台（advisor）：签约状态 unsigned/signed/closed，工作台为唯一写入方；
+- 投顾工作台（advisor）：签约状态 已分配/已签约/已结束，工作台为唯一写入方；
 - 记忆/client_agent 模块：读取客户与投顾的当前或历史关系。
 """

@@ -9,15 +9,24 @@ from __future__ import annotations

 from datetime import datetime

-from sqlalchemy import BigInteger, DateTime, String, func
+from sqlalchemy import BigInteger, CheckConstraint, DateTime, String, func
 from sqlalchemy.orm import Mapped, mapped_column

+from common.common_const import (
+    CUSTOMER_REL_STATUS_UNSIGNED,
+)
 from model.base import Base


 class CustomerRelation(Base):
    __tablename__ = "customer_relation"
-    __table_args__ = {"comment": "客户-投顾关系表（状态驱动：签约后投顾Agent方案正式触达客户）"}
+    __table_args__ = (
+        CheckConstraint(
+            "status IN ('已分配', '已签约', '已结束')",
+            name="ck_customer_relation_status",
+        ),
+        {"comment": "客户-投顾关系表（状态驱动：签约后投顾Agent方案正式触达客户）"},
+    )

    id: Mapped[int] = mapped_column(BigInteger, primary_key=True, autoincrement=True)
    customer_id: Mapped[int] = mapped_column(BigInteger, nullable=False)
@@ -28,6 +37,6 @@ class CustomerRelation(Base):
    signed_time: Mapped[datetime | None] = mapped_column(DateTime)
    end_time: Mapped[datetime | None] = mapped_column(DateTime)
    status: Mapped[str] = mapped_column(
-        String(16), nullable=False, server_default="unsigned"
+        String(16), nullable=False, server_default=CUSTOMER_REL_STATUS_UNSIGNED
    )
    reason: Mapped[str | None] = mapped_column(String(128))
@@ -19,6 +19,6 @@ class EventLog(Base):
    event_name: Mapped[str] = mapped_column(String(64))
    payload: Mapped[dict[str, Any] | None] = mapped_column(JSON)
    trace_id: Mapped[str | None] = mapped_column(String(64))
-    status: Mapped[str] = mapped_column(String(16), server_default="待消费")
+    status: Mapped[str] = mapped_column(String(16), server_default="pending")
    create_time: Mapped[datetime] = mapped_column(DateTime, server_default=func.now())
    consume_time: Mapped[datetime | None] = mapped_column(DateTime)
@@ -0,0 +1,24 @@
+"""基金业绩指标缓存 ORM 模型。"""
+from __future__ import annotations
+
+from datetime import date, datetime
+from decimal import Decimal
+
+from sqlalchemy import BigInteger, Date, DateTime, Numeric, String, func
+from sqlalchemy.orm import Mapped, mapped_column
+
+from model.base import Base
+
+
+class FundPerformance(Base):
+    __tablename__ = "fund_performance"
+
+    id: Mapped[int] = mapped_column(BigInteger, primary_key=True, autoincrement=True)
+    product_id: Mapped[int] = mapped_column(BigInteger, index=True)
+    period: Mapped[str] = mapped_column(String(16))
+    return_rate: Mapped[Decimal | None] = mapped_column(Numeric(10, 4))
+    annual_volatility: Mapped[Decimal | None] = mapped_column(Numeric(10, 4))
+    max_drawdown: Mapped[Decimal | None] = mapped_column(Numeric(10, 4))
+    sharpe: Mapped[Decimal | None] = mapped_column(Numeric(10, 4))
+    calc_date: Mapped[date] = mapped_column(Date)
+    create_time: Mapped[datetime] = mapped_column(DateTime, server_default=func.now())
@@ -0,0 +1,129 @@
+"""NL2SQL 查询权限和查询历史 ORM 模型。"""
+from __future__ import annotations
+
+from datetime import datetime
+
+from sqlalchemy import BigInteger, Boolean, CheckConstraint, DateTime, JSON, String, Text, func
+from sqlalchemy.orm import Mapped, mapped_column
+
+from model.base import Base
+
+
+class Nl2SqlQueryRole(Base):
+    __tablename__ = "nl2sql_query_role"
+    __table_args__ = (
+        CheckConstraint("can_query IN (0, 1)", name="ck_nl2sql_role_can_query"),
+        CheckConstraint("status IN ('active', 'inactive')", name="ck_nl2sql_role_status"),
+        {"comment": "NL2SQL 查询角色，按 sys_user.employee_role 映射"},
+    )
+
+    id: Mapped[int] = mapped_column(BigInteger, primary_key=True, autoincrement=True)
+    role_code: Mapped[str] = mapped_column(String(64), unique=True)
+    role_name: Mapped[str] = mapped_column(String(128))
+    employee_role: Mapped[str] = mapped_column(String(32), unique=True)
+    can_query: Mapped[bool] = mapped_column(Boolean, default=False)
+    max_rows: Mapped[int] = mapped_column(BigInteger, default=1000)
+    daily_quota: Mapped[int] = mapped_column(BigInteger, default=0)
+    status: Mapped[str] = mapped_column(String(16), default="active", index=True)
+    create_time: Mapped[datetime] = mapped_column(DateTime, server_default=func.now())
+    update_time: Mapped[datetime] = mapped_column(
+        DateTime, server_default=func.now(), onupdate=func.now()
+    )
+
+
+class Nl2SqlRoleTablePermission(Base):
+    __tablename__ = "nl2sql_role_table_permission"
+    __table_args__ = (
+        CheckConstraint("permission = 'SELECT'", name="ck_nl2sql_table_permission"),
+        CheckConstraint(
+            "row_scope_type IN ('none', 'customer_ids', 'product_ids')",
+            name="ck_nl2sql_row_scope_type",
+        ),
+        CheckConstraint("status IN ('active', 'inactive')", name="ck_nl2sql_table_status"),
+        {"comment": "NL2SQL 查询角色的表和行级权限"},
+    )
+
+    id: Mapped[int] = mapped_column(BigInteger, primary_key=True, autoincrement=True)
+    role_id: Mapped[int] = mapped_column(BigInteger, index=True)
+    table_name: Mapped[str] = mapped_column(String(128))
+    permission: Mapped[str] = mapped_column(String(16), default="SELECT")
+    row_scope_type: Mapped[str] = mapped_column(String(32), default="none")
+    row_scope_column: Mapped[str | None] = mapped_column(String(128))
+    status: Mapped[str] = mapped_column(String(16), default="active", index=True)
+    create_time: Mapped[datetime] = mapped_column(DateTime, server_default=func.now())
+    update_time: Mapped[datetime] = mapped_column(
+        DateTime, server_default=func.now(), onupdate=func.now()
+    )
+
+
+class Nl2SqlRoleColumnPermission(Base):
+    __tablename__ = "nl2sql_role_column_permission"
+    __table_args__ = (
+        CheckConstraint(
+            "access_mode IN ('allow', 'deny', 'mask')",
+            name="ck_nl2sql_column_access_mode",
+        ),
+        CheckConstraint("status IN ('active', 'inactive')", name="ck_nl2sql_column_status"),
+        {"comment": "NL2SQL 查询角色的字段权限"},
+    )
+
+    id: Mapped[int] = mapped_column(BigInteger, primary_key=True, autoincrement=True)
+    role_id: Mapped[int] = mapped_column(BigInteger, index=True)
+    table_name: Mapped[str] = mapped_column(String(128))
+    column_name: Mapped[str] = mapped_column(String(128))
+    access_mode: Mapped[str] = mapped_column(String(16), default="allow")
+    mask_type: Mapped[str | None] = mapped_column(String(32))
+    status: Mapped[str] = mapped_column(String(16), default="active", index=True)
+    create_time: Mapped[datetime] = mapped_column(DateTime, server_default=func.now())
+    update_time: Mapped[datetime] = mapped_column(
+        DateTime, server_default=func.now(), onupdate=func.now()
+    )
+
+
+class Nl2SqlSensitiveField(Base):
+    __tablename__ = "nl2sql_sensitive_field"
+    __table_args__ = (
+        CheckConstraint("status IN ('active', 'inactive')", name="ck_nl2sql_sensitive_status"),
+        {"comment": "NL2SQL 全局敏感字段规则"},
+    )
+
+    id: Mapped[int] = mapped_column(BigInteger, primary_key=True, autoincrement=True)
+    table_name: Mapped[str] = mapped_column(String(128))
+    column_name: Mapped[str] = mapped_column(String(128))
+    mask_type: Mapped[str] = mapped_column(String(32), default="partial")
+    status: Mapped[str] = mapped_column(String(16), default="active", index=True)
+    description: Mapped[str | None] = mapped_column(String(255))
+    create_time: Mapped[datetime] = mapped_column(DateTime, server_default=func.now())
+    update_time: Mapped[datetime] = mapped_column(
+        DateTime, server_default=func.now(), onupdate=func.now()
+    )
+
+
+class Nl2SqlQueryHistory(Base):
+    __tablename__ = "nl2sql_query_history"
+    __table_args__ = (
+        CheckConstraint(
+            "status IN ('success', 'failed', 'blocked', 'timeout')",
+            name="ck_nl2sql_history_status",
+        ),
+        {"comment": "NL2SQL 查询归档，不保存完整结果行"},
+    )
+
+    id: Mapped[int] = mapped_column(BigInteger, primary_key=True, autoincrement=True)
+    query_id: Mapped[str] = mapped_column(String(64), unique=True, index=True)
+    user_id: Mapped[int] = mapped_column(BigInteger, index=True)
+    session_id: Mapped[str | None] = mapped_column(String(64), index=True)
+    caller_agent: Mapped[str | None] = mapped_column(String(64), index=True)
+    question: Mapped[str] = mapped_column(Text)
+    generated_sql: Mapped[str | None] = mapped_column(Text)
+    access_tables: Mapped[list | None] = mapped_column(JSON)
+    status: Mapped[str] = mapped_column(String(16), index=True)
+    error_code: Mapped[str | None] = mapped_column(String(64))
+    error_message: Mapped[str | None] = mapped_column(String(512))
+    row_count: Mapped[int] = mapped_column(BigInteger, default=0)
+    truncated: Mapped[bool] = mapped_column(Boolean, default=False)
+    elapsed_ms: Mapped[float | None] = mapped_column()
+    trace_id: Mapped[str | None] = mapped_column(String(64), index=True)
+    create_time: Mapped[datetime] = mapped_column(
+        DateTime, server_default=func.now(), index=True
+    )