feat:新增投顾工作台相关接口

2026-09-12 20:42:33 +08:00
parent b95fb5d4f7
commit 639a10e10a
50 changed files with 3434 additions and 14 deletions
@@ -0,0 +1,83 @@
+"""定时调度（工作台侧，dev 默认关）：每日组合再平衡（遍历 signed 客户）。
+
+架构 §7 已选型 APScheduler；仅当 config.advisor.scheduler_enabled=true 时启动。
+dev 常以 uvicorn --reload 运行（重载会重复调度），故默认关闭，生产单进程开启。
+
+边界：调度器无需前端/无需请求上下文，需自造投顾 JWT（service.auth.create_token）与
+trace_id（new_request_id）调用 Agent；大额申赎扫描/回访到期/风评到期等本地定时任务
+P1 后续补（依赖 fin_transaction 模型等）。
+"""
+from __future__ import annotations
+
+import logging
+
+from common_const import CRON_PORTFOLIO_REBALANCE, CUSTOMER_REL_STATUS_SIGNED
+from config.settings import settings
+from repositories.customer_relation import CustomerRelationRepo
+
+logger = logging.getLogger("service.advisor.scheduler")
+
+
+class AdvisorScheduler:
+    def __init__(self):
+        self._scheduler = None
+
+    def start(self) -> None:
+        if not settings.advisor.scheduler_enabled:
+            return
+        # 懒加载：未安装 apscheduler 时不阻塞应用启动（默认关闭本调度器）
+        from apscheduler.schedulers.asyncio import AsyncIOScheduler
+        from apscheduler.triggers.cron import CronTrigger
+
+        self._scheduler = AsyncIOScheduler()
+        self._scheduler.add_job(
+            self.daily_rebalance,
+            CronTrigger.from_crontab(CRON_PORTFOLIO_REBALANCE),
+            id="advisor_daily_rebalance",
+            name="每日组合再平衡（遍历 signed 客户）",
+        )
+        self._scheduler.start()
+        logger.info("advisor scheduler started (cron=%s)", CRON_PORTFOLIO_REBALANCE)
+
+    def shutdown(self) -> None:
+        if self._scheduler is not None:
+            self._scheduler.shutdown(wait=False)
+            self._scheduler = None
+
+    async def daily_rebalance(self) -> None:
+        """每日遍历已签约客户，按投顾逐个调 Agent rebalance/run（异步受理）。
+
+        结果靠事件 event:rebalance_draft_created 回执 → 工作台消费生成待办。
+        """
+        from config.database.mysql import get_session_factory
+        from service.advisor.agent_client import get_agent_client
+        from service.auth import create_token
+        from utils.request_id import new_request_id
+
+        client = get_agent_client()
+        if not client.configured:
+            logger.warning("投顾Agent 未配置，跳过每日 rebalance")
+            return
+
+        async with get_session_factory()() as session:
+            relations = await CustomerRelationRepo(session).list_by_status(
+                CUSTOMER_REL_STATUS_SIGNED
+            )
+
+        by_advisor: dict[int, list[int]] = {}
+        for rel in relations:
+            by_advisor.setdefault(rel.advisor_id, []).append(rel.customer_id)
+
+        for advisor_id, customer_ids in by_advisor.items():
+            # 后台任务无请求上下文，自造投顾 JWT + trace_id
+            token = create_token(int(advisor_id))
+            auth = f"Bearer {token}"
+            for customer_id in customer_ids:
+                try:
+                    await client.rebalance_run(
+                        customer_id, auth_header=auth, trace_id=new_request_id()
+                    )
+                except Exception:
+                    logger.exception(
+                        "rebalance run failed advisor=%s customer=%s", advisor_id, customer_id
+                    )