feat:新增投顾工作台相关接口
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"""草稿代理 + 本地镜像 + 发送终审（投顾工作台核心闭环）。
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- 草稿 list/detail/save/discard 代理到投顾Agent（错误码映射见 agent_client）；
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- save 时本地镜像一份 advisor_report(send_status=draft)，实现 A5「以最后保存快照为准」；
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- send 为工作台本地实现：签约兜底 + 三检终审（敏感词/适当性/免责）+ 写 sys_message
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与 advisor_report(sent) 同事务；Agent 不感知 sent。
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"""
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from __future__ import annotations
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import uuid
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from datetime import datetime
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from typing import Any
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from sqlalchemy.ext.asyncio import AsyncSession
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from common_const import (
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AGENT_INTENT_RECOMMEND,
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CUSTOMER_REL_STATUS_SIGNED,
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INTENT_TO_MSG_TYPE,
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MSG_TYPE_RECOMMEND,
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REPORT_SEND_STATUS_DISCARDED,
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REPORT_SEND_STATUS_DRAFT,
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REPORT_SEND_STATUS_SENT,
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)
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from model.advisor_report import AdvisorReport
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from model.sys_message import SysMessage
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from model.sys_user import SysUser
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from repositories.advisor_report import AdvisorReportRepo
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from repositories.product import ProductRepo
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from repositories.risk_assessment import CustomerProfileRepo
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from repositories.sensitive_word import SensitiveWordRepo
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from schemas.advisor import DraftSaveReq, RebalanceRunReq, TalkScriptReq
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from service.advisor.agent_client import get_agent_client
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from service.advisor.permissions import ensure_customer_owned, require_owned_relation
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from service.advisor.send_review import review_send
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from utils.exceptions import ForbiddenError, ParamError
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# 建议清单中「低配申购」侧键（Agent 侧 suggestions 结构，文档未给字段级定义，按合理约定）
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# 假设：suggestions 为 dict，申购清单在 buy/purchase/低配申购/申购 任一键下，项含 product_code。
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_BUY_KEYS = ("buy", "purchase", "低配申购", "申购")
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def gen_report_id() -> str:
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"""生成本地报告唯一 ID（advisor_report.report_id）。"""
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return "rpt-" + uuid.uuid4().hex
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def _build_report_from_detail(detail: dict, advisor_id: int) -> AdvisorReport:
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"""由 Agent 草稿详情构建本地报告镜像（未 save 直接 send 的兜底，D6）。"""
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return AdvisorReport(
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report_id=gen_report_id(),
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draft_id=str(detail.get("draft_id") or ""),
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customer_id=int(detail.get("customer_id") or 0),
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advisor_id=advisor_id,
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intent=detail.get("intent") or AGENT_INTENT_RECOMMEND,
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title=detail.get("title"),
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content=detail.get("content"),
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edit_history=[],
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send_status=REPORT_SEND_STATUS_DRAFT,
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)
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def _extract_buy_codes(suggestions: Any) -> list[str]:
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"""从建议清单提取「低配申购」产品代码（发送终审适当性校验对象）。
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假设：结构为 dict，申购侧键见 _BUY_KEYS；项为 {product_code} 或 {code}/{fund_code}。
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解析失败返回空列表（视为无结构化产品建议，适当性空过，不误拦）。
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"""
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if not isinstance(suggestions, dict):
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return []
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items: list | None = None
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for key in _BUY_KEYS:
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value = suggestions.get(key)
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if isinstance(value, list):
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items = value
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break
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codes: list[str] = []
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for it in items or []:
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if isinstance(it, dict):
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code = it.get("product_code") or it.get("code") or it.get("fund_code")
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if code:
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codes.append(str(code))
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return codes
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async def _get_customer_risk(db: AsyncSession, customer_id: int) -> str | None:
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"""客户当前风险等级（适当性硬依据）。
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假设：取 fin_customer_profile.risk_level（问卷服务在风评后回写，与 fin_risk_assessment
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保持一致），作为「当前有效 C 级」。
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"""
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profile = await CustomerProfileRepo(db).get_by_customer(customer_id)
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return profile.risk_level if profile else None
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async def _resolve_product_risks(
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db: AsyncSession, draft_id: str, auth_header: str, trace_id: str
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) -> list[str | None]:
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"""适当性输入：取草稿建议清单的申购产品，查 fin_product 得 R 级。
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本地镜像不存 suggestions，故发送时向 Agent 实时取一次结构化清单；Agent 不可用则
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发送被 fail-closed 阻断（合规优先，符合 PRD「不可完全依赖 Agent」+ 双重防护）。
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"""
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result = await get_agent_client().draft_detail(
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draft_id, auth_header=auth_header, trace_id=trace_id
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)
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codes = _extract_buy_codes((result["data"] or {}).get("suggestions"))
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product_repo = ProductRepo(db)
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risks: list[str | None] = []
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for code in codes:
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product = await product_repo.get_by_code(code)
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risks.append(product.risk_level if product else None)
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return risks
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def _sent_payload(report: AdvisorReport) -> dict:
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return {
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"report_id": report.report_id,
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"send_time": report.send_time.isoformat() if report.send_time else None,
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"msg_id": report.msg_id,
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}
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# ---------------------------------------------------------------------------
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# 草稿代理（读取/编辑/废弃）
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# ---------------------------------------------------------------------------
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async def list_drafts(
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db: AsyncSession,
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user: SysUser,
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*,
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auth_header: str,
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trace_id: str,
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customer_id: int | None = None,
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status: str | None = None,
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page: int = 1,
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page_size: int = 20,
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) -> dict:
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result = await get_agent_client().draft_list(
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auth_header=auth_header,
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trace_id=trace_id,
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advisor_id=user.id,
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customer_id=customer_id,
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status=status,
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page=page,
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page_size=page_size,
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)
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data = result["data"] or {}
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if result["warning"]:
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data["warning"] = result["warning"]
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return data
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async def get_draft(
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db: AsyncSession, user: SysUser, *, auth_header: str, trace_id: str, draft_id: str
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) -> dict:
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result = await get_agent_client().draft_detail(
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draft_id, auth_header=auth_header, trace_id=trace_id
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)
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data = result["data"] or {}
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# 数据权限：草稿归属客户必须属于当前投顾；无法确认归属时拒绝（fail-closed）
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customer_id = data.get("customer_id")
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if customer_id is None:
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raise ForbiddenError("无法校验草稿归属客户")
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await ensure_customer_owned(db, user.id, int(customer_id))
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if result["warning"]:
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data["warning"] = result["warning"]
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return data
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async def _upsert_report_mirror(
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db: AsyncSession, user: SysUser, draft_id: str, detail: dict, req: DraftSaveReq
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) -> None:
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"""save 后本地镜像快照（send_status=draft），记录编辑留痕。
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已发送（sent）的快照不回退为 draft，避免覆盖已交付内容。
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"""
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repo = AdvisorReportRepo(db)
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report = await repo.get_by_draft_id(draft_id)
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edit_entry = {
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"editor": user.id,
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"time": datetime.now().isoformat(),
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"title": req.title,
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}
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if report is None:
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report = AdvisorReport(
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report_id=gen_report_id(),
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draft_id=draft_id,
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customer_id=int(detail["customer_id"]),
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advisor_id=user.id,
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intent=detail.get("intent") or AGENT_INTENT_RECOMMEND,
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title=req.title,
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content=req.content,
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edit_history=[edit_entry],
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send_status=REPORT_SEND_STATUS_DRAFT,
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)
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db.add(report)
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elif report.send_status != REPORT_SEND_STATUS_SENT:
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report.title = req.title
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report.content = req.content
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report.edit_history = list(report.edit_history or []) + [edit_entry]
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report.send_status = REPORT_SEND_STATUS_DRAFT
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await db.commit()
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async def save_draft(
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db: AsyncSession,
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user: SysUser,
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*,
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auth_header: str,
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trace_id: str,
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draft_id: str,
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req: DraftSaveReq,
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) -> dict:
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# 1) 先取草稿确认归属（避免对无权限草稿执行写操作），并拿到 intent/customer_id
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detail = await get_draft(db, user, auth_header=auth_header, trace_id=trace_id, draft_id=draft_id)
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# 2) 调 Agent 保存（Agent 重新适当性校验，违规 40020；缺免责仅告警不阻断）
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payload = {"title": req.title, "content": req.content, "suggestions": req.suggestions}
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result = await get_agent_client().draft_save(
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draft_id, payload, auth_header=auth_header, trace_id=trace_id
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)
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# 3) 本地镜像快照
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await _upsert_report_mirror(db, user, draft_id, detail, req)
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data = result["data"] or {}
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if result["warning"]:
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data["warning"] = result["warning"]
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return data
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async def discard_draft(
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db: AsyncSession, user: SysUser, *, auth_header: str, trace_id: str, draft_id: str
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) -> dict:
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# 1) 确认归属（避免越权废弃）
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await get_draft(db, user, auth_header=auth_header, trace_id=trace_id, draft_id=draft_id)
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# 2) 回写 Agent 归档（Agent 不可用则废弃失败，本地不翻转，保持一致）
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result = await get_agent_client().draft_operate(
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draft_id, "discard", auth_header=auth_header, trace_id=trace_id
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)
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# 3) 本地镜像翻转 discarded（已 sent 的终态不回退）
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report = await AdvisorReportRepo(db).get_by_draft_id(draft_id)
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if report is not None and report.send_status != REPORT_SEND_STATUS_SENT:
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report.send_status = REPORT_SEND_STATUS_DISCARDED
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await db.commit()
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data = result["data"] or {}
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if result["warning"]:
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data["warning"] = result["warning"]
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return data
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# ---------------------------------------------------------------------------
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# 发送（工作台本地，Agent 不感知）
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# ---------------------------------------------------------------------------
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async def send_draft(
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db: AsyncSession, user: SysUser, *, auth_header: str, trace_id: str, draft_id: str
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) -> dict:
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repo = AdvisorReportRepo(db)
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report = await repo.get_by_draft_id(draft_id)
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# 无快照：未 save 直接发送，先拉 Agent 草稿建快照（D6 fallback）
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if report is None:
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detail = await get_draft(db, user, auth_header=auth_header, trace_id=trace_id, draft_id=draft_id)
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report = _build_report_from_detail(detail, user.id)
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elif report.advisor_id != user.id:
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raise ForbiddenError("无权操作该客户数据")
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# 幂等：已发送直接返回（重复点击不重复发站内信）
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if report.send_status == REPORT_SEND_STATUS_SENT:
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return {**_sent_payload(report), "duplicated": True}
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# 数据权限 + 签约状态实时兜底（发送前实时查询，PRD §4.5.2）
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rel = await require_owned_relation(db, user.id, report.customer_id)
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if rel.status != CUSTOMER_REL_STATUS_SIGNED:
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raise ForbiddenError("客户尚未签约，禁止发送报告")
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# 发送终审（三检全过才放行；适当性需 Agent 侧结构化建议清单）
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customer_risk = await _get_customer_risk(db, report.customer_id)
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product_risks = await _resolve_product_risks(db, draft_id, auth_header, trace_id)
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sensitive_words = [w.word for w in await SensitiveWordRepo(db).list_active()]
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review_send(
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content=report.content,
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title=report.title,
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customer_risk=customer_risk,
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product_risks=product_risks,
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sensitive_words=sensitive_words,
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)
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# 写站内信 + 报告置 sent，同事务（失败可重试，避免假送达）
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msg_type = INTENT_TO_MSG_TYPE.get(report.intent, MSG_TYPE_RECOMMEND)
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message = SysMessage(
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user_id=report.customer_id,
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msg_type=msg_type,
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title=report.title or msg_type,
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content=(report.content or "")[:512],
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biz_id=report.report_id,
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)
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report.send_status = REPORT_SEND_STATUS_SENT
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report.send_time = datetime.now()
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report.send_by = user.id
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db.add(message)
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db.add(report) # 已跟踪对象时无副作用，新对象时入 session
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await db.flush() # 生成 message.id，供回填 msg_id
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report.msg_id = message.id
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await db.commit()
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return _sent_payload(report)
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# ---------------------------------------------------------------------------
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# 调仓触发 / 话术（代理 Agent）
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# ---------------------------------------------------------------------------
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async def run_rebalance(
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db: AsyncSession, user: SysUser, *, auth_header: str, trace_id: str, req: RebalanceRunReq
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) -> dict:
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# 本地先校验归属 + 签约，快速失败（Agent 侧 40030 为兜底）；未签约不生成待办
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rel = await require_owned_relation(db, user.id, req.customer_id)
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if rel.status != CUSTOMER_REL_STATUS_SIGNED:
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raise ParamError("该客户尚未签约，不支持生成调仓建议")
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result = await get_agent_client().rebalance_run(
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req.customer_id, auth_header=auth_header, trace_id=trace_id
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)
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return result["data"] or {"accepted": True}
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async def generate_talk_script(
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db: AsyncSession, user: SysUser, *, auth_header: str, trace_id: str, req: TalkScriptReq
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) -> dict:
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await ensure_customer_owned(db, user.id, req.customer_id)
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result = await get_agent_client().generate_talk_script(
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req.customer_id, req.scene_type, auth_header=auth_header, trace_id=trace_id
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)
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data = result["data"] or {}
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if result["warning"]:
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data["warning"] = result["warning"]
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return data
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