AI260626/Mutual_Fund
17
0
Fork 0
Code Issues Pull Requests Actions Packages Projects Releases Wiki Activity

Merge branch 'develop' of http://47.106.207.27:3000/AI260626/Mutual_Fund into develop_feature_customer

Browse Source 
# Conflicts:
#	api/routers/advisor_agent.py
This commit is contained in:
huangbq_0626
2026-09-13 23:37:04 +08:00
parent 3f5fc1b9f0 a5ae9b43fe
commit 4dcfcbeb3a
45 changed files with 1606 additions and 129 deletions
Download Patch File Download Diff File Expand all files Collapse all files
api/routers/advisor_agent.py
+116 -11
View File
@@ -2,11 +2,11 @@
from __future__ import annotations
import json
import re
from typing import Literal
from fastapi import APIRouter, BackgroundTasks, Depends, Query, Request
from fastapi.responses import StreamingResponse
from pydantic import ValidationError
from sqlalchemy.ext.asyncio import AsyncSession
from agent.advisor_agent.auth import ensure_customer_access
@@ -40,6 +40,7 @@ from config.deps import get_db
from config.database import mysql, redis as redis_db
from model.sys_user import SysUser
from repositories.advisor_draft import AdvisorDraftRepo
from repositories.customer_relation import CustomerRelationRepo
from service.advisor_agent.context import (
load_fund_analysis_context,
load_customer_risk,
@@ -92,6 +93,48 @@ def _advisor_runtime(request: Request):
return getattr(getattr(app, "state", None), "advisor_agent_runtime", None)
def _infer_chat_intent(query: str) -> str | None:
"""从自然语言问题推断投顾意图；无法确定时保留通用问答。"""
if any(word in query for word in ("调仓", "再平衡", "组合偏离")):
return "rebalance"
if any(word in query for word in ("沟通话术", "怎么和客户说", "解释给客户")):
return "dialogue-script"
if any(word in query for word in ("基金分析", "分析这只基金", "分析产品")):
return "fund_analysis"
if any(word in query for word in ("推荐", "产品建议", "买什么基金", "适合的基金")):
return AGENT_INTENT_RECOMMEND
return None
async def _resolve_customer_from_query(db, *, advisor_id: int, query: str) -> tuple[int | None, str | None]:
"""解析问题中的客户编号或姓名，并限制在当前投顾客户范围内。"""
number_match = re.search(r"(?:客户|用户)\s*[#编号号:]?\s*(\d+)", query)
relation_repo = CustomerRelationRepo(db)
if number_match:
customer_id = int(number_match.group(1))
relation = await relation_repo.get_active_relation(
customer_id=customer_id,
advisor_id=advisor_id,
)
if relation is None:
return None, "问题中的客户不在当前投顾的授权范围内"
return customer_id, None
rows = await relation_repo.list_customer_rows(advisor_id=advisor_id, limit=100)
matched = {
int(account.id)
for _relation, account, _profile in rows
if account.real_name and account.real_name in query
}
if len(matched) == 1:
return next(iter(matched)), None
if len(matched) > 1:
return None, "问题中的客户姓名无法唯一确定，请补充客户编号"
if "客户" in query or "用户" in query:
return None, "请在问题中补充客户编号或客户姓名"
return None, None
async def _recall_advisor_memories(
request: Request, *, customer_id: int, query: str
) -> list[dict]:
@@ -148,19 +191,80 @@ async def _run_rebalance_background(
@router.post("/chat/stream")
async def chat_stream(
request: Request,
body: dict,
body: AdvisorChatReq,
user: SysUser = Depends(audited_advisor),
db: AsyncSession = Depends(get_db),
):
trace_id = _trace_id(request)
try:
chat_request = AdvisorChatReq.model_validate(body)
except ValidationError:
payload = agent_failure(
ERR_CODE_FORBIDDEN_CUSTOMER,
"对话请求缺少有效客户范围或参数",
trace_id=trace_id,
chat_request = body
customer_id = chat_request.customer_id
inferred_intent = chat_request.intent or _infer_chat_intent(chat_request.query)
# 请求体只传问题时，从问题中解析客户；解析结果仍必须经过投顾关系授权校验。
if customer_id is None:
customer_id, resolve_error = await _resolve_customer_from_query(
db,
advisor_id=user.id,
query=chat_request.query,
)
if resolve_error:
payload = agent_failure(
ERR_CODE_FORBIDDEN_CUSTOMER,
resolve_error,
trace_id=trace_id,
)
async def resolve_error_events():
yield f"data: {json.dumps({'type': SSE_EVENT_TYPE_ERROR, **payload}, ensure_ascii=False)}\n\n"
return StreamingResponse(
resolve_error_events(),
media_type="text/event-stream",
headers={"X-Trace-Id": trace_id},
)
else:
payload = None
# 不带客户编号时只提供通用基金问答，不读取客户画像，也不生成个性化草稿。
if customer_id is None:
if inferred_intent in {
AGENT_INTENT_RECOMMEND,
"rebalance",
"fund_analysis",
"dialogue-script",
}:
if payload is None:
payload = agent_failure(
ERR_CODE_FORBIDDEN_CUSTOMER,
"个性化投顾分析需要在问题中明确客户编号或姓名",
trace_id=trace_id,
)
else:
runtime = _advisor_runtime(request)
llm_client = getattr(runtime, "llm_client", None)
if llm_client is None:
answer = "已收到问题。当前未配置通用投顾模型，请选择客户后使用个性化分析，或联系管理员配置 Agent 服务。"
else:
answer = await generate_text(
llm_client,
system_prompt="你是基金投顾助手，只回答通用基金知识和产品分析问题，不读取或推断任何客户信息，不承诺收益，不代客交易。",
user_prompt=chat_request.query,
fallback=lambda: "当前模型暂时不可用，请稍后重试。",
timeout=5.0,
)
async def events():
for event in (
{"type": SSE_EVENT_TYPE_META, "intent": "general_question"},
{"type": SSE_EVENT_TYPE_TEXT, "content": answer},
{"type": SSE_EVENT_TYPE_DONE},
):
yield f"data: {json.dumps(event, ensure_ascii=False)}\n\n"
return StreamingResponse(
events(),
media_type="text/event-stream",
headers={"X-Trace-Id": trace_id},
)
else:
customer_id = chat_request.customer_id
resolved_intent = recognize_advisor_intent(
@@ -170,11 +274,12 @@ async def chat_stream(
relation = await ensure_customer_access(
db, advisor_id=user.id, customer_id=int(customer_id)
)
if inferred_intent == AGENT_INTENT_RECOMMEND:
if resolved_intent == AGENT_INTENT_RECOMMEND:
memories = await _recall_advisor_memories(
request,
customer_id=int(customer_id),
query=chat_request.query or "",
query=chat_request.query,
)
runtime = _advisor_runtime(request)
context = await load_recommendation_context(
@@ -296,7 +401,7 @@ async def list_drafts(
customer_id: int | None = Query(default=None),
status: Literal[DRAFT_STATUS_DRAFT, DRAFT_STATUS_DISCARDED] | None = Query(default=None),
page: int = Query(default=1, ge=1),
page_size: int = Query(default=20, ge=1, le=100),
page_size: int = Query(default=10, ge=1, le=100),
user: SysUser = Depends(audited_advisor),
db: AsyncSession = Depends(get_db),
):
api/routers/nl2sql.py
+3 -1
View File
@@ -57,6 +57,7 @@ from tool.llm import llm
from utils.exceptions import ForbiddenError, NotFoundError, ParamError
from utils.request_id import get_request_id, new_request_id
from utils.response import success
from utils.pagination import normalize_pagination
router = APIRouter()
@@ -474,10 +475,11 @@ async def list_query_history(
):
"""分页读取当前员工自己的查询历史。"""
ensure_query_employee(user)
page, page_size, offset = normalize_pagination(page, page_size)
rows = await Nl2SqlPermissionRepo(db).list_query_history(
user.id,
limit=page_size,
offset=(page - 1) * page_size,
offset=offset,
status=status,
start_time=start_time,
end_time=end_time,
api/routers/nl2sql_admin.py
+2 -2
View File
@@ -5,7 +5,7 @@ import json
import time
from datetime import datetime, timedelta, timezone
from fastapi import APIRouter, Depends
from fastapi import APIRouter, Depends, Query
from fastapi.responses import PlainTextResponse
from sqlalchemy.ext.asyncio import AsyncSession
@@ -275,7 +275,7 @@ async def run_admin_job(
@router.get("/nl2sql/admin/jobs/history")
async def admin_job_history(
page: int = 1,
page_size: int = 20,
page_size: int = Query(10, ge=1, le=10),
status: str | None = None,
user: SysUser = Depends(get_current_user),
db: AsyncSession = Depends(get_db),
api/routers/risk.py
+4 -3
View File
@@ -1,5 +1,5 @@
"""风控处置路由：预警列表 + 放行/拦截/冻结（仅风控专员）。"""
from fastapi import APIRouter, Depends
from fastapi import APIRouter, Depends, Query
from sqlalchemy.ext.asyncio import AsyncSession
from api.deps import require_risk_officer
@@ -14,11 +14,12 @@ router = APIRouter(prefix="/risk", tags=["风控"])
@router.get("/alert/list", summary="预警列表")
async def list_alerts(
status: str | None = None,
page: int = Query(1, ge=1),
page_size: int = Query(10, ge=1, le=10),
user: SysUser = Depends(require_risk_officer),
db: AsyncSession = Depends(get_db),
):
alerts = await risk_handle.list_alerts(db, status)
return success([a.model_dump(mode="json") for a in alerts])
return success(await risk_handle.list_alerts(db, status, page=page, page_size=page_size))
@router.post("/alert/{alert_id}/release", summary="放行")
api/routers/work_order.py
+8 -3
View File
@@ -1,5 +1,5 @@
"""业务工单路由：列表 / 详情 / 认领 / 提交审核 / 复核（仅风控专员）。"""
from fastapi import APIRouter, Depends
from fastapi import APIRouter, Depends, Query
from sqlalchemy.ext.asyncio import AsyncSession
from api.deps import require_risk_officer
@@ -15,11 +15,16 @@ router = APIRouter(prefix="/work-order", tags=["工单"])
@router.get("/list", summary="工单列表")
async def list_work_orders(
status: str | None = None,
page: int = Query(1, ge=1),
page_size: int = Query(10, ge=1, le=10),
user: SysUser = Depends(require_risk_officer),
db: AsyncSession = Depends(get_db),
):
orders = await work_order_service.list_work_orders(db, status)
return success([o.model_dump(mode="json") for o in orders])
return success(
await work_order_service.list_work_orders(
db, status, page=page, page_size=page_size
)
)
@router.get("/{work_order_id}", summary="工单详情")