feat:新增投顾工作台相关接口
This commit is contained in:
@@ -0,0 +1,14 @@
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"""投顾工作台路由聚合（前缀 /api/advisor，在 api/router.py 以 /api 挂载）。"""
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from fastapi import APIRouter
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from api.advisor import audit, customers, dashboard, diagnosis, drafts, report, todos, visits
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router = APIRouter(prefix="/advisor", tags=["投顾工作台"])
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router.include_router(dashboard.router)
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router.include_router(customers.router)
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router.include_router(diagnosis.router)
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router.include_router(drafts.router)
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router.include_router(todos.router)
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router.include_router(visits.router)
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router.include_router(audit.router)
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router.include_router(report.router)
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@@ -0,0 +1,13 @@
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"""路由层透传信息提取：投顾 JWT 与 trace_id（供 Agent 客户端透传）。"""
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from __future__ import annotations
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from fastapi import Request
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from utils.request_id import get_request_id, new_request_id
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def extract_auth(request: Request) -> tuple[str, str]:
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"""返回 (Authorization 头原值, trace_id)；trace_id 优先透传，无则生成。"""
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auth = request.headers.get("Authorization", "")
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trace_id = request.headers.get("X-Trace-Id") or get_request_id() or new_request_id()
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return auth, trace_id
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@@ -0,0 +1,52 @@
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"""审计台账路由（业务在 service/advisor/audit.py）。导出为 CSV 下载。"""
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from datetime import datetime
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from fastapi import APIRouter, Depends, Query
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from fastapi.responses import Response
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from sqlalchemy.ext.asyncio import AsyncSession
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from api.deps import require_advisor
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from config.deps import get_db
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from model.sys_user import SysUser
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from service.advisor import audit as audit_service
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from utils.response import success
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router = APIRouter()
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@router.get("/audit/ledger", summary="本人审计台账筛选")
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async def ledger(
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action: str | None = Query(None, max_length=64),
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keyword: str | None = Query(None, max_length=128),
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start: datetime | None = Query(None),
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end: datetime | None = Query(None),
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page: int = Query(1, ge=1),
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page_size: int = Query(20, ge=1, le=100),
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user: SysUser = Depends(require_advisor),
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db: AsyncSession = Depends(get_db),
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):
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return success(
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await audit_service.list_ledger(
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db, user, action=action, keyword=keyword, start=start, end=end,
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page=page, page_size=page_size,
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)
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)
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@router.get("/audit/export", summary="导出本人审计台账（CSV）")
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async def export(
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action: str | None = Query(None, max_length=64),
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keyword: str | None = Query(None, max_length=128),
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start: datetime | None = Query(None),
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end: datetime | None = Query(None),
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user: SysUser = Depends(require_advisor),
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db: AsyncSession = Depends(get_db),
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):
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csv_text = await audit_service.export_ledger(
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db, user, action=action, keyword=keyword, start=start, end=end
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)
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return Response(
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content=csv_text,
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media_type="text/csv; charset=utf-8",
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headers={"Content-Disposition": 'attachment; filename="advisor_audit.csv"'},
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)
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@@ -0,0 +1,72 @@
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"""客户 360 路由（业务在 service/advisor/customers.py，路由只做编排）。"""
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from fastapi import APIRouter, Depends, Query
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from sqlalchemy.ext.asyncio import AsyncSession
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from api.deps import require_advisor
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from config.deps import get_db
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from model.sys_user import SysUser
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from schemas.advisor import RelationReq
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from service.advisor import customers as customers_service
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from utils.response import success
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router = APIRouter()
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@router.get("/customers", summary="名下客户列表（只读 + 脱敏）")
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async def list_customers(
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status: str | None = Query(None, max_length=16),
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keyword: str | None = Query(None, max_length=64),
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page: int = Query(1, ge=1),
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page_size: int = Query(20, ge=1, le=100),
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user: SysUser = Depends(require_advisor),
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db: AsyncSession = Depends(get_db),
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):
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return success(
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await customers_service.list_customers(
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db, user, status=status, keyword=keyword, page=page, page_size=page_size
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)
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)
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@router.get("/customers/{customer_id}", summary="客户详情（unmask=true 查看完整手机号并留痕）")
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async def get_customer(
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customer_id: int,
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unmask: bool = Query(False),
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user: SysUser = Depends(require_advisor),
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db: AsyncSession = Depends(get_db),
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):
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return success(await customers_service.get_customer(db, user, customer_id, unmask=unmask))
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@router.get("/customers/{customer_id}/holdings", summary="客户持仓（只读）")
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async def get_holdings(
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customer_id: int,
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user: SysUser = Depends(require_advisor),
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db: AsyncSession = Depends(get_db),
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):
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return success(await customers_service.get_customer_holdings(db, user, customer_id))
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@router.get("/customers/{customer_id}/reports", summary="客户历史建议报告")
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async def get_reports(
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customer_id: int,
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page: int = Query(1, ge=1),
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page_size: int = Query(20, ge=1, le=100),
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user: SysUser = Depends(require_advisor),
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db: AsyncSession = Depends(get_db),
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):
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return success(
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await customers_service.get_customer_reports(
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db, user, customer_id, page=page, page_size=page_size
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)
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)
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@router.post("/customers/{customer_id}/relation", summary="签约/结束服务（工作台唯一写入方）")
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async def update_relation(
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customer_id: int,
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req: RelationReq,
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user: SysUser = Depends(require_advisor),
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db: AsyncSession = Depends(get_db),
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):
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return success(await customers_service.update_relation(db, user, customer_id, req))
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@@ -0,0 +1,19 @@
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"""驾驶舱路由（业务在 service/advisor/dashboard.py，路由只做编排）。"""
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from fastapi import APIRouter, Depends
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from sqlalchemy.ext.asyncio import AsyncSession
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from api.deps import require_advisor
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from config.deps import get_db
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from model.sys_user import SysUser
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from service.advisor import dashboard as dashboard_service
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from utils.response import success
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router = APIRouter()
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@router.get("/dashboard", summary="首页数据与待办聚合")
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async def dashboard(
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user: SysUser = Depends(require_advisor),
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db: AsyncSession = Depends(get_db),
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):
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return success(await dashboard_service.get_dashboard(db, user))
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@@ -0,0 +1,46 @@
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"""资产配置与组合诊断路由（业务在 service/advisor/diagnosis.py，路由只做编排）。"""
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from fastapi import APIRouter, Depends, Query
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from sqlalchemy.ext.asyncio import AsyncSession
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from api.deps import require_advisor
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from config.deps import get_db
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from model.sys_user import SysUser
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from service.advisor import diagnosis as diagnosis_service
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from utils.response import success
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router = APIRouter()
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@router.get("/diagnosis/{customer_id}", summary="持仓诊断（分布 + 集中度，只读）")
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async def diagnose(
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customer_id: int,
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user: SysUser = Depends(require_advisor),
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db: AsyncSession = Depends(get_db),
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):
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return success(await diagnosis_service.diagnose(db, user, customer_id))
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@router.get("/strategies", summary="标准策略库（只读）")
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async def strategies(
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user: SysUser = Depends(require_advisor),
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db: AsyncSession = Depends(get_db),
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):
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return success(await diagnosis_service.list_strategies(db))
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@router.get("/funds", summary="白名单产品筛选")
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async def funds(
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page: int = Query(1, ge=1),
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page_size: int = Query(10, ge=1, le=100),
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keyword: str | None = Query(None, max_length=64),
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product_type: str | None = Query(None, max_length=32),
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risk_level: str | None = Query(None, max_length=8),
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user: SysUser = Depends(require_advisor),
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db: AsyncSession = Depends(get_db),
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):
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return success(
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await diagnosis_service.list_funds(
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db, page=page, page_size=page_size, keyword=keyword,
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product_type=product_type, risk_level=risk_level,
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)
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)
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@@ -0,0 +1,99 @@
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"""草稿/调仓/发送路由（业务在 service/advisor/drafts.py，路由只做编排 + 透传 JWT/trace_id）。"""
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from fastapi import APIRouter, Depends, Query, Request
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from sqlalchemy.ext.asyncio import AsyncSession
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from api.advisor._auth import extract_auth
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from api.deps import require_advisor
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from config.deps import get_db
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from model.sys_user import SysUser
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from schemas.advisor import DraftSaveReq, RebalanceRunReq, TalkScriptReq
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from service.advisor import drafts as drafts_service
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from utils.response import success
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router = APIRouter()
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@router.get("/drafts", summary="草稿列表（代理 Agent draft/list）")
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async def list_drafts(
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request: Request,
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customer_id: int | None = Query(None),
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status: str | None = Query(None, max_length=16),
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page: int = Query(1, ge=1),
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page_size: int = Query(20, ge=1, le=100),
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user: SysUser = Depends(require_advisor),
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db: AsyncSession = Depends(get_db),
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):
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auth, trace_id = extract_auth(request)
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return success(
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await drafts_service.list_drafts(
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db, user, auth_header=auth, trace_id=trace_id,
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customer_id=customer_id, status=status, page=page, page_size=page_size,
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)
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)
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@router.get("/drafts/{draft_id}", summary="草稿详情（代理 Agent draft/{id}）")
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async def get_draft(
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draft_id: str,
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request: Request,
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user: SysUser = Depends(require_advisor),
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db: AsyncSession = Depends(get_db),
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):
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auth, trace_id = extract_auth(request)
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return success(await drafts_service.get_draft(db, user, auth_header=auth, trace_id=trace_id, draft_id=draft_id))
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@router.put("/drafts/{draft_id}/save", summary="编辑保存（代理 Agent + 本地镜像快照）")
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async def save_draft(
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draft_id: str,
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req: DraftSaveReq,
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request: Request,
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user: SysUser = Depends(require_advisor),
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db: AsyncSession = Depends(get_db),
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):
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auth, trace_id = extract_auth(request)
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return success(await drafts_service.save_draft(db, user, auth_header=auth, trace_id=trace_id, draft_id=draft_id, req=req))
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@router.post("/drafts/{draft_id}/discard", summary="废弃草稿（回写 Agent）")
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async def discard_draft(
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draft_id: str,
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request: Request,
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user: SysUser = Depends(require_advisor),
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db: AsyncSession = Depends(get_db),
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):
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auth, trace_id = extract_auth(request)
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return success(await drafts_service.discard_draft(db, user, auth_header=auth, trace_id=trace_id, draft_id=draft_id))
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@router.post("/drafts/{draft_id}/send", summary="发送终审 + 手动发送（工作台本地）")
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async def send_draft(
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draft_id: str,
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request: Request,
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user: SysUser = Depends(require_advisor),
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db: AsyncSession = Depends(get_db),
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):
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auth, trace_id = extract_auth(request)
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return success(await drafts_service.send_draft(db, user, auth_header=auth, trace_id=trace_id, draft_id=draft_id))
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@router.post("/rebalance/run", summary="手动触发调仓再平衡（异步受理）")
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async def run_rebalance(
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req: RebalanceRunReq,
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request: Request,
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user: SysUser = Depends(require_advisor),
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db: AsyncSession = Depends(get_db),
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):
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auth, trace_id = extract_auth(request)
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return success(await drafts_service.run_rebalance(db, user, auth_header=auth, trace_id=trace_id, req=req))
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@router.post("/talk-script", summary="生成沟通话术草稿（同步，超时降级）")
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async def talk_script(
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req: TalkScriptReq,
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request: Request,
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user: SysUser = Depends(require_advisor),
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db: AsyncSession = Depends(get_db),
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):
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auth, trace_id = extract_auth(request)
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return success(await drafts_service.generate_talk_script(db, user, auth_header=auth, trace_id=trace_id, req=req))
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@@ -0,0 +1,19 @@
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"""个人绩效报表路由（业务在 service/advisor/report.py）。"""
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from fastapi import APIRouter, Depends
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from sqlalchemy.ext.asyncio import AsyncSession
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from api.deps import require_advisor
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from config.deps import get_db
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from model.sys_user import SysUser
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from service.advisor import report as report_service
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from utils.response import success
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router = APIRouter()
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@router.get("/report/personal", summary="个人绩效统计")
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async def personal_report(
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user: SysUser = Depends(require_advisor),
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db: AsyncSession = Depends(get_db),
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):
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return success(await report_service.personal_report(db, user))
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@@ -0,0 +1,38 @@
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"""投顾待办路由（业务在 service/advisor/todos.py，路由只做编排）。"""
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from fastapi import APIRouter, Depends, Query
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from sqlalchemy.ext.asyncio import AsyncSession
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from api.deps import require_advisor
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from config.deps import get_db
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from model.sys_user import SysUser
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from schemas.advisor import TodoHandleReq
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from service.advisor import todos as todos_service
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from utils.response import success
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router = APIRouter()
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@router.get("/todos", summary="本人待办列表")
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async def list_todos(
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status: str | None = Query(None, max_length=16),
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todo_type: str | None = Query(None, max_length=32),
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page: int = Query(1, ge=1),
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page_size: int = Query(20, ge=1, le=100),
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user: SysUser = Depends(require_advisor),
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db: AsyncSession = Depends(get_db),
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):
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return success(
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await todos_service.list_todos(
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db, user, status=status, todo_type=todo_type, page=page, page_size=page_size
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)
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)
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@router.post("/todos/{todo_id}/handle", summary="处理待办（process/done）")
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async def handle_todo(
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todo_id: int,
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req: TodoHandleReq,
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user: SysUser = Depends(require_advisor),
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db: AsyncSession = Depends(get_db),
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):
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return success(await todos_service.handle_todo(db, user, todo_id, req))
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@@ -0,0 +1,56 @@
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"""投后服务路由（回访/话术库/触达日志，业务在 service/advisor/visits.py）。"""
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from fastapi import APIRouter, Depends, Query
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from sqlalchemy.ext.asyncio import AsyncSession
|
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|
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from api.deps import require_advisor
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from config.deps import get_db
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from model.sys_user import SysUser
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from schemas.advisor import VisitCreateReq
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from service.advisor import visits as visits_service
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from utils.response import success
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router = APIRouter()
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@router.get("/visits", summary="回访记录列表")
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async def list_visits(
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customer_id: int | None = Query(None),
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page: int = Query(1, ge=1),
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page_size: int = Query(20, ge=1, le=100),
|
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user: SysUser = Depends(require_advisor),
|
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db: AsyncSession = Depends(get_db),
|
||||
):
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return success(
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await visits_service.list_visits(
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db, user, customer_id=customer_id, page=page, page_size=page_size
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)
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)
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|
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@router.post("/visits", summary="新增回访留痕（不触发 Agent 记忆抽取）")
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async def create_visit(
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req: VisitCreateReq,
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user: SysUser = Depends(require_advisor),
|
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db: AsyncSession = Depends(get_db),
|
||||
):
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return success(await visits_service.create_visit(db, user, req))
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||||
|
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|
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@router.get("/talk-templates", summary="合规话术库（内置，投顾参考）")
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||||
async def talk_templates(user: SysUser = Depends(require_advisor)):
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return success(visits_service.list_talk_templates())
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|
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|
||||
@router.get("/touch-logs", summary="触达留痕（站内信 + 回访）")
|
||||
async def touch_logs(
|
||||
customer_id: int = Query(...),
|
||||
page: int = Query(1, ge=1),
|
||||
page_size: int = Query(20, ge=1, le=100),
|
||||
user: SysUser = Depends(require_advisor),
|
||||
db: AsyncSession = Depends(get_db),
|
||||
):
|
||||
return success(
|
||||
await visits_service.list_touch_logs(
|
||||
db, user, customer_id, page=page, page_size=page_size
|
||||
)
|
||||
)
|
||||
Reference in New Issue
Block a user