feat:新增投顾agent和nl2sqlagent

service/advisor/visits.py

@@ -11,9 +11,10 @@ from model.advisor_visit_record import AdvisorVisitRecord
 from model.sys_user import SysUser
 from repositories.advisor_visit_record import AdvisorVisitRecordRepo
 from repositories.sys_message import SysMessageRepo
-from schemas.advisor import VisitCreateReq
+from schemas.advisor import VisitCreateReq, VisitUpdateReq
 from service.advisor.permissions import ensure_customer_owned
-from utils.exceptions import ParamError
+from service.advisor.audit_writer import write_audit
+from utils.exceptions import NotFoundError, ParamError
 
 # 合规话术库（内置，标准化投教/市场解读/调仓沟通）。
 # 假设：V1.0 内置常量，后续可迁移 sys_config 运营化；内容不含承诺收益等敏感词。
@@ -63,9 +64,50 @@ async def create_visit(db: AsyncSession, user: SysUser, req: VisitCreateReq) ->
         audio_url=req.audio_url,
     )
     record = await AdvisorVisitRecordRepo(db).add(record)
+    await write_audit(
+        db,
+        user_id=user.id,
+        username=user.username,
+        module="advisor",
+        action="visit_create",
+        target=str(record.id),
+        detail={"customer_id": req.customer_id},
+    )
     return {"visit_id": record.id}
 
 
+async def get_visit(db: AsyncSession, user: SysUser, visit_id: int) -> dict:
+    record = await AdvisorVisitRecordRepo(db).get_by_advisor(visit_id, user.id)
+    if record is None:
+        raise NotFoundError("回访记录不存在")
+    return _visit_item(record)
+
+
+async def update_visit(
+    db: AsyncSession, user: SysUser, visit_id: int, req: VisitUpdateReq
+) -> dict:
+    changes = req.model_dump(exclude_unset=True)
+    if not changes:
+        raise ParamError("至少提供一项回访记录修改内容")
+    record = await AdvisorVisitRecordRepo(db).get_by_advisor(visit_id, user.id)
+    if record is None:
+        raise NotFoundError("回访记录不存在")
+    for field, value in changes.items():
+        setattr(record, field, value)
+    await db.commit()
+    await db.refresh(record)
+    await write_audit(
+        db,
+        user_id=user.id,
+        username=user.username,
+        module="advisor",
+        action="visit_update",
+        target=str(record.id),
+        detail={"customer_id": record.customer_id, "fields": list(changes)},
+    )
+    return _visit_item(record)
+
+
 def list_talk_templates() -> list[dict]:
     """合规话术库（内置，投顾参考；不自动发送）。"""
     return TALK_TEMPLATES