feat:用户画像功能
This commit is contained in:
@@ -0,0 +1,42 @@
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"""最终用户画像路由：仅员工/管理员可查询三源整合画像。
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权限约定：
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- 客户（CUSTOMER）：**无权访问本接口**，整合画像属于内部经营数据；
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- 员工/管理员（EMPLOYEE/ADMIN）：必须显式指定 customer_id，可查任意客户。
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整合逻辑在 ComposedProfileService（LLM 整合 + Redis 缓存 + 降级），
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本路由只做鉴权与编排；画像仅供参考，不用于适当性校验。
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"""
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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 get_current_user
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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.memory.composed_profile import ComposedProfileService
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from utils.exceptions import ForbiddenError
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from utils.response import success
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router = APIRouter()
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async def require_profile_viewer(user: SysUser = Depends(get_current_user)) -> SysUser:
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"""仅员工或管理员可查询最终用户画像，客户一律拒绝。"""
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if user.user_type == "ADMIN":
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return user
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if user.user_type != "EMPLOYEE":
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raise ForbiddenError("仅员工可查询用户画像")
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return user
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@router.get("/profile/composed", summary="查询最终用户画像（画像+记忆+持仓三源整合，仅员工）")
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async def get_composed_profile(
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customer_id: int = Query(..., description="目标客户 ID"),
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user: SysUser = Depends(require_profile_viewer),
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db: AsyncSession = Depends(get_db),
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):
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"""返回整合后的最终用户画像 JSON 及降级 warnings。"""
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service = ComposedProfileService()
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# 完整响应体先查 Redis（20 分钟过期），重复请求直接命中缓存
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data, _warnings = await service.compose_response(db, customer_id=customer_id)
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return success(data)
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@@ -6,22 +6,24 @@
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"enabled": true,
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"aliases": ["基金产品", "产品", "基金", "基金名称", "产品名称"],
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"tables": ["fin_product"],
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"fields": ["product_code", "product_name", "product_type", "risk_level", "status"]
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"fields": ["product_code", "product_name", "product_type", "risk_level", "status"],
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"value_hint": "product_type 实际枚举值为：货币型/债券型/混合型/股票型/指数型/QDII（注意是'XX型'，不是 Schema 注释里的'股票基金'）；status 实际枚举值为：在售/暂停/到期/清盘，查在售产品用 status = '在售'"
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},
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{
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"term": "股票型基金",
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"enabled": true,
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"aliases": ["股票型", "股票基金", "权益类"],
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"aliases": ["股票型", "股票基金", "股票型基金", "权益类"],
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"tables": ["fin_product"],
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"fields": ["product_type"],
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"value_hint": "product_type 通常使用业务库中的股票型标准值，不能自行创造枚举值"
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"value_hint": "fin_product.product_type 实际枚举值为：货币型/债券型/混合型/股票型/指数型/QDII；股票型基金必须用 product_type = '股票型'，不要使用 Schema 注释里的'股票基金'"
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},
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{
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"term": "客户",
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"enabled": true,
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"aliases": ["客户", "投资人", "持有人"],
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"tables": ["fin_customer_profile", "fin_holdings", "fin_risk_assessment"],
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"fields": ["customer_id", "risk_level", "customer_level"]
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"fields": ["customer_id", "risk_level", "customer_level"],
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"value_hint": "fin_customer_profile.risk_level / fin_risk_assessment.risk_level 实际枚举值为 R1-R5（R1 最保守，R5 最激进，与产品风险等级同一口径）；查'保守型/稳健型客户'对应 R1/R2，'激进型客户'对应 R5"
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},
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{
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"term": "持仓",
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+4
-2
@@ -107,10 +107,12 @@ def resolve_semantics(question: str, *, catalog: dict[str, Any] | None = None) -
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{
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"term": item["term"],
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"field": item["fields"][0],
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"hint": item.get("metric_hint", item.get("value_hint", "")),
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"hint": item.get("metric_hint") or item.get("value_hint", ""),
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}
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# metric_hint（指标口径）与 value_hint（字段取值口径）都要进入
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# SQL 生成上下文；只过滤 metric_hint 会让枚举值提示永远丢失。
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for item in matched
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if "metric_hint" in item
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if "metric_hint" in item or "value_hint" in item
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]
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return {
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"terms": [item["term"] for item in matched],
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+6
-4
@@ -50,12 +50,14 @@ INTENT_SYSTEM_PROMPT = (
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"- guide_purchase: 用户询问如何购买基金、开户、注册等引导类问题\n"
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"- want_advisor: 用户希望获得个性化基金推荐或投资顾问服务\n"
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"- knowledge_qa: 用户询问基金相关的知识性问题，如净值、费率、风险、申赎规则等\n"
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"- company_info: 用户询问华夏科技公司本身的信息，如公司全称、成立时间、牌照、总部地址、"
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"客服电话、服务时间、官网、投诉渠道等\n"
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"- company_info: 用户询问华夏科技公司本身的静态档案信息，如公司全称、成立时间、牌照、总部地址、"
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"客服电话、服务时间、官网、投诉渠道等；"
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"注意：公司的产品清单、产品数量、产品数据不属于公司信息，应归为 nl2sql_request\n"
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"- nl2sql_request: 用户要求查询具体数据或账户信息，"
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"如“我的持仓有哪些”“我买了多少XX基金”“我的交易记录”"
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"“最近一周XX基金的净值数据”“XX基金最新的规模/费率数据”等"
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"要求数据本身而非知识解释的问题\n"
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"“最近一周XX基金的净值数据”“XX基金最新的规模/费率数据”"
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"“你们公司有哪些股票型基金产品”“公司在售的债券基金有哪些”等"
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"询问公司产品清单/产品数据或个人账户数据、要求数据本身而非知识解释的问题\n"
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"- chitchat: 普通寒暄，如问候、致谢、告别、询问你是谁/你能做什么、在吗等一两句话的闲聊\n"
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"- off_topic: 用户要求你实质性地处理与金融、基金、公司业务无关的事情，"
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"如写代码、讲笑话、写作文、问天气、聊政治、情感咨询、做数学题等\n"
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@@ -7,13 +7,11 @@ Agent 复用同一实现、禁止各自复制。在 Agent 侧共享包发布前
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"""
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from __future__ import annotations
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# 风险等级 → 序号（C_n / R_n 的 n）。兼容两套口径：标准 C1-C5/R1-R5 与历史中文等级，
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# 避免问卷侧尚未完成 C1-C5 归一化时发送终审误判。
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# 假设：中文等级与 C 级一一对应（保守=C1/稳健=C2/平衡=C3/进取=C4/激进=C5）。
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# 风险等级 → 序号（C_n / R_n 的 n）。客户风险能力口径 C1-C5，客户画像与产品口径
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# 统一为 R1-R5（历史中文等级已在数据迁移中转换，故不再收录中文键）。
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_RISK_RANK = {
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"C1": 1, "C2": 2, "C3": 3, "C4": 4, "C5": 5,
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"R1": 1, "R2": 2, "R3": 3, "R4": 4, "R5": 5,
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"保守": 1, "稳健": 2, "平衡": 3, "进取": 4, "激进": 5,
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}
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@@ -0,0 +1,436 @@
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"""最终用户画像整合服务：fin_customer_profile + memory_unit + 持仓 三源加权。
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- 权重语义是 LLM 整合时的注意力权重（配置于 sys_config：profile.weight.*），
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不做算术加权——三源是异构数据。
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- 只做派生视图：结果缓存在 Redis（成功 30 分钟 / 降级 5 分钟），
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不落库、不回写 fin_customer_profile，适当性校验仍以问卷风评原值为准。
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- LLM 失败时降级为规则拼接摘要，沿项目 warnings 机制上报，绝不阻塞调用方。
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"""
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from __future__ import annotations
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import json
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import logging
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import re
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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 repositories.sys_config import SysConfigRepo
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from tool.confidence_rank import FinalConfidenceRankTool
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from .holdings import CustomerHoldingsMemory
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from .long_term import LongTermMemoryService
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from .profile import CustomerProfileMemory
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logger = logging.getLogger(__name__)
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class ComposedProfileService:
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"""拉取三路数据，调用统一 LLM 整合为最终用户画像。"""
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CACHE_TTL = 20 * 60
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DEGRADED_CACHE_TTL = 20 * 60
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RESPONSE_CACHE_TTL = 20 * 60
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RESPONSE_CACHE_PREFIX = "composed_profile_response"
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DEFAULT_WEIGHTS = {"profile": 0.5, "memory": 0.2, "holdings": 0.3}
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WEIGHT_KEYS = {
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"profile": "profile.weight.profile",
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"memory": "profile.weight.memory",
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"holdings": "profile.weight.holdings",
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}
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ENABLED_KEY = "profile.composed.enabled"
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MEMORY_TOP_K_KEY = "profile.composed.memory_top_k"
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DEFAULT_MEMORY_TOP_K = 10
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SYSTEM_PROMPT = """
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你是用户画像整合器。根据三路客户数据生成最终用户画像 JSON，只输出 JSON，不要 Markdown：
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{{"summary": "一段话画像结论", "risk_tendency": "风险偏好结论",
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"preference_tags": ["标签"], "behavior_traits": ["行为特征"], "advice_focus": "服务建议"}}
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权重指引：结构化画像信息可信度最高（权重 {w_profile}）；持仓反映真实风险行为（权重 {w_holdings}）；
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对话记忆是口头表达补充（权重 {w_memory}）。三源冲突时按权重取舍，且必须在 summary 中显式说明冲突。
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status 为 candidate 的记忆只能作参考，不能作为确定性结论。
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只能基于输入事实归纳，禁止编造；数据缺失的字段留空数组或空字符串，不要推测。
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禁止在结果中出现内部字段名、ID、SQL 或证据引用。
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""".strip()
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def __init__(
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self,
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*,
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profile: CustomerProfileMemory | None = None,
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long_term: LongTermMemoryService | None = None,
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holdings: CustomerHoldingsMemory | None = None,
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redis=None,
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llm_client=None,
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rank_tool: FinalConfidenceRankTool | None = None,
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config_repo_cls=SysConfigRepo,
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):
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from config.database.redis import client as redis_client
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from tool.llm import llm as default_llm
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self.profile = profile or CustomerProfileMemory()
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self.long_term = long_term or LongTermMemoryService()
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self.holdings = holdings or CustomerHoldingsMemory()
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self.redis = redis or redis_client()
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self.llm_client = llm_client or default_llm
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self.rank_tool = rank_tool or FinalConfidenceRankTool()
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self.config_repo_cls = config_repo_cls
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@staticmethod
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def cache_key(customer_id: int) -> str:
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"""生成画像负载缓存 Key。"""
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return f"composed_profile:{customer_id}"
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@staticmethod
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def response_cache_key(customer_id: int) -> str:
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"""生成接口完整响应缓存 Key。"""
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return f"{ComposedProfileService.RESPONSE_CACHE_PREFIX}:{customer_id}"
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async def compose(
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self,
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db: AsyncSession,
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*,
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customer_id: int,
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query: str | None = None,
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profile: dict[str, Any] | None = None,
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memories: list[dict[str, Any]] | None = None,
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holdings_summary: dict[str, Any] | None = None,
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) -> tuple[dict[str, Any] | None, list[str]]:
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"""整合最终画像；可传入 facade 已召回的数据避免重复取数。"""
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warnings: list[str] = []
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enabled = await self._enabled(db, warnings)
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if not enabled:
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return None, warnings
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cached = await self._cache_get(customer_id)
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if cached is not None:
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return cached, warnings
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weights, weight_warnings = await self._load_weights(db)
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warnings.extend(weight_warnings)
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top_k = await self._memory_top_k(db, warnings)
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if profile is None:
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profile, profile_warnings = await self.profile.get(db, customer_id)
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warnings.extend(profile_warnings)
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if memories is None:
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memories = await self._recall_memories(db, customer_id, query, top_k, warnings)
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if holdings_summary is None:
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holdings_summary, holdings_warnings = await self.holdings.summary(db, customer_id)
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warnings.extend(holdings_warnings)
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slim_memories = self._slim_memories(memories, top_k)
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if profile is None and not slim_memories and holdings_summary is None:
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return None, warnings
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try:
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result = await self._integrate(weights, profile, slim_memories, holdings_summary)
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cache_ttl = self.CACHE_TTL
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except Exception as exc: # noqa: BLE001 降级不阻塞
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warnings.append(f"composed_profile_llm_failed:{type(exc).__name__}")
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result = self._degraded(profile, slim_memories, holdings_summary)
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cache_ttl = self.DEGRADED_CACHE_TTL
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payload = {
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"profile": result,
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"weights": weights,
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"generated_at": datetime.now().isoformat(timespec="seconds"),
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}
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await self._cache_set(customer_id, payload, cache_ttl)
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return payload, warnings
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async def invalidate(self, customer_id: int) -> list[str]:
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"""删除画像负载与接口响应两级缓存，供画像/持仓变更后调用。"""
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warnings: list[str] = []
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for key in (self.cache_key(customer_id), self.response_cache_key(customer_id)):
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try:
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await self.redis.delete(key)
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except Exception as exc: # noqa: BLE001
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warnings.append(f"composed_profile_cache_invalidate_failed:{type(exc).__name__}")
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return warnings
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async def compose_response(
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self, db: AsyncSession, *, customer_id: int
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) -> tuple[dict[str, Any] | None, list[str]]:
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"""接口层入口：完整响应体先查 Redis（20 分钟过期），未命中才整合。
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返回结构即接口 data：
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{"customer_id": ..., "profile": <画像负载或 None>, "warnings": [...]}
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profile 为 None（功能关闭或无任何输入）时不缓存，便于开关立即生效。
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"""
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key = self.response_cache_key(customer_id)
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try:
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raw = await self.redis.get(key)
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if raw:
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return json.loads(raw), []
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except Exception: # noqa: BLE001 缓存读取失败视为未命中
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pass
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payload, warnings = await self.compose(db, customer_id=customer_id)
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data = {
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"customer_id": customer_id,
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"profile": payload,
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"warnings": warnings,
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}
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if payload is not None:
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try:
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await self.redis.set(
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key,
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json.dumps(data, ensure_ascii=False, default=str),
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ex=self.RESPONSE_CACHE_TTL,
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)
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except Exception: # noqa: BLE001 缓存写入失败不影响返回
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pass
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return data, warnings
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# ---- 配置 -----------------------------------------------------------
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async def _enabled(self, db: AsyncSession, warnings: list[str]) -> bool:
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"""读取功能开关；配置读取失败时默认开启，保证功能可用。"""
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try:
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value = await self.config_repo_cls(db).get_value(self.ENABLED_KEY, "true")
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except Exception as exc: # noqa: BLE001
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warnings.append(f"composed_config_failed:{type(exc).__name__}")
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return True
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return str(value).strip().lower() not in {"false", "0", "off"}
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async def _load_weights(self, db: AsyncSession) -> tuple[dict[str, float], list[str]]:
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"""读取三源权重；缺失用默认值，非法或权重和不为 1 时整体回退默认。"""
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warnings: list[str] = []
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try:
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repo = self.config_repo_cls(db)
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raw = {
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name: await repo.get_value(key, str(default))
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for name, key, default in (
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(name, key, self.DEFAULT_WEIGHTS[name])
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for name, key in self.WEIGHT_KEYS.items()
|
||||
)
|
||||
}
|
||||
except Exception as exc: # noqa: BLE001
|
||||
return dict(self.DEFAULT_WEIGHTS), [f"composed_config_failed:{type(exc).__name__}"]
|
||||
|
||||
weights: dict[str, float] = {}
|
||||
valid = True
|
||||
for name, value in raw.items():
|
||||
try:
|
||||
parsed = float(value)
|
||||
except (TypeError, ValueError):
|
||||
valid = False
|
||||
break
|
||||
if not 0.0 <= parsed <= 1.0:
|
||||
valid = False
|
||||
break
|
||||
weights[name] = parsed
|
||||
if not valid or abs(sum(weights.values()) - 1.0) > 0.01:
|
||||
warnings.append("composed_weight_invalid")
|
||||
return dict(self.DEFAULT_WEIGHTS), warnings
|
||||
return weights, warnings
|
||||
|
||||
async def _memory_top_k(self, db: AsyncSession, warnings: list[str]) -> int:
|
||||
"""读取进入整合的记忆条数上限，非法回退默认。"""
|
||||
try:
|
||||
raw = await self.config_repo_cls(db).get_value(
|
||||
self.MEMORY_TOP_K_KEY, str(self.DEFAULT_MEMORY_TOP_K)
|
||||
)
|
||||
top_k = int(str(raw))
|
||||
except Exception: # noqa: BLE001
|
||||
return self.DEFAULT_MEMORY_TOP_K
|
||||
if top_k <= 0:
|
||||
warnings.append("composed_top_k_invalid")
|
||||
return self.DEFAULT_MEMORY_TOP_K
|
||||
return top_k
|
||||
|
||||
# ---- 数据与整合 ------------------------------------------------------
|
||||
|
||||
async def _recall_memories(
|
||||
self,
|
||||
db: AsyncSession,
|
||||
customer_id: int,
|
||||
query: str | None,
|
||||
top_k: int,
|
||||
warnings: list[str],
|
||||
) -> list[dict[str, Any]]:
|
||||
"""召回长期记忆并按综合置信分重排；失败降级为空列表。"""
|
||||
try:
|
||||
dtos, memory_warnings = await self.long_term.recall(
|
||||
db, customer_id, limit=max(top_k, 10), query=query
|
||||
)
|
||||
warnings.extend(memory_warnings)
|
||||
ranked = self.rank_tool.rank(
|
||||
[dto.model_dump(mode="json") for dto in dtos], top_k=top_k
|
||||
)
|
||||
return ranked
|
||||
except Exception as exc: # noqa: BLE001
|
||||
warnings.append(f"composed_memory_recall_failed:{type(exc).__name__}")
|
||||
return []
|
||||
|
||||
@staticmethod
|
||||
def _slim_memories(
|
||||
memories: list[dict[str, Any]] | None, top_k: int
|
||||
) -> list[dict[str, Any]]:
|
||||
"""裁剪记忆字段：只保留整合所需的最小集合，不带证据引用。"""
|
||||
slim = []
|
||||
for item in (memories or [])[:top_k]:
|
||||
slim.append(
|
||||
{
|
||||
"tag": item.get("tag"),
|
||||
"memory_type": item.get("memory_type"),
|
||||
"content": item.get("content"),
|
||||
"status": item.get("status"),
|
||||
"confidence": item.get("confidence"),
|
||||
}
|
||||
)
|
||||
return slim
|
||||
|
||||
async def _integrate(
|
||||
self,
|
||||
weights: dict[str, float],
|
||||
profile: dict[str, Any] | None,
|
||||
memories: list[dict[str, Any]],
|
||||
holdings: dict[str, Any] | None,
|
||||
) -> dict[str, Any]:
|
||||
"""调用统一 LLM 整合三源数据，解析失败时重试一次。"""
|
||||
prompt = [
|
||||
{
|
||||
"role": "system",
|
||||
"content": self.SYSTEM_PROMPT.format(
|
||||
w_profile=weights["profile"],
|
||||
w_memory=weights["memory"],
|
||||
w_holdings=weights["holdings"],
|
||||
),
|
||||
},
|
||||
{
|
||||
"role": "user",
|
||||
"content": json.dumps(
|
||||
{
|
||||
"weights": weights,
|
||||
"profile": profile,
|
||||
"memories": memories,
|
||||
"holdings": holdings,
|
||||
},
|
||||
ensure_ascii=False,
|
||||
default=str,
|
||||
),
|
||||
},
|
||||
]
|
||||
last_error: Exception | None = None
|
||||
for _ in range(2):
|
||||
try:
|
||||
# max_tokens 传 None：沿用全局 LLM_MAX_TOKENS。思考型模型（如
|
||||
# qwen3）会先输出推理段，限太小会截断 JSON 导致解析失败。
|
||||
text = await self.llm_client.chat(
|
||||
prompt, temperature=0, max_tokens=None
|
||||
)
|
||||
result = self._parse_json(text)
|
||||
except Exception as exc: # noqa: BLE001 网络或解析失败都重试一次
|
||||
last_error = exc
|
||||
logger.warning(
|
||||
"composed profile integrate attempt failed: %s: %s; raw=%r",
|
||||
type(exc).__name__,
|
||||
exc,
|
||||
(text if "text" in locals() else "")[:300],
|
||||
)
|
||||
continue
|
||||
if isinstance(result.get("summary"), str) and result["summary"].strip():
|
||||
return result
|
||||
last_error = ValueError("整合结果缺少 summary 字段")
|
||||
raise last_error or ValueError("LLM 整合结果非法")
|
||||
|
||||
_THINK_PATTERN = re.compile(r"<think>.*?</think>", re.S | re.I)
|
||||
|
||||
@classmethod
|
||||
def _parse_json(cls, text: str) -> dict[str, Any]:
|
||||
"""解析 LLM JSON 输出：剥离思考标签和围栏，容忍正文夹杂说明文字。"""
|
||||
payload = text.strip()
|
||||
payload = cls._THINK_PATTERN.sub("", payload).strip()
|
||||
fenced = re.search(r"```(?:json)?\s*(.*?)\s*```", payload, re.S | re.I)
|
||||
if fenced:
|
||||
payload = fenced.group(1).strip()
|
||||
try:
|
||||
data = json.loads(payload)
|
||||
except json.JSONDecodeError:
|
||||
# 模型可能在 JSON 前后加了说明文字：提取首个 { 到最后一个 } 的片段重试
|
||||
start = payload.find("{")
|
||||
end = payload.rfind("}")
|
||||
if start < 0 or end <= start:
|
||||
raise
|
||||
data = json.loads(payload[start : end + 1])
|
||||
if not isinstance(data, dict):
|
||||
raise ValueError("整合结果必须是 JSON 对象")
|
||||
return data
|
||||
|
||||
@staticmethod
|
||||
def _degraded(
|
||||
profile: dict[str, Any] | None,
|
||||
memories: list[dict[str, Any]],
|
||||
holdings: dict[str, Any] | None,
|
||||
) -> dict[str, Any]:
|
||||
"""LLM 失败时的规则拼接摘要，保证接口始终有可用输出。"""
|
||||
parts: list[str] = []
|
||||
if profile:
|
||||
parts.append(
|
||||
f"画像：风险等级 {profile.get('risk_level') or '未知'}"
|
||||
f"（评分 {profile.get('risk_score') or '未知'}）"
|
||||
)
|
||||
if memories:
|
||||
confirmed = [m["content"] for m in memories if m.get("status") == "confirmed"]
|
||||
chosen = confirmed or [m["content"] for m in memories]
|
||||
parts.append("记忆：" + "；".join(chosen[:3]))
|
||||
if holdings:
|
||||
parts.append(
|
||||
f"持仓：{holdings.get('holding_count', 0)} 只在持"
|
||||
f"，总市值 {holdings.get('total_market_value', 0)}"
|
||||
)
|
||||
return {
|
||||
"summary": "。".join(parts) if parts else "暂无可用客户信息",
|
||||
"risk_tendency": (profile or {}).get("risk_level") or "",
|
||||
"preference_tags": [m.get("tag") for m in memories if m.get("tag")][:5],
|
||||
"behavior_traits": [],
|
||||
"advice_focus": "",
|
||||
"degraded": True,
|
||||
"sources": {
|
||||
"profile": profile is not None,
|
||||
"memory": bool(memories),
|
||||
"holdings": holdings is not None,
|
||||
},
|
||||
}
|
||||
|
||||
# ---- 缓存 -------------------------------------------------------------
|
||||
|
||||
async def _cache_get(self, customer_id: int) -> dict[str, Any] | None:
|
||||
"""读取缓存；读取或解析失败视为未命中。"""
|
||||
try:
|
||||
raw = await self.redis.get(self.cache_key(customer_id))
|
||||
if raw:
|
||||
return json.loads(raw)
|
||||
except Exception: # noqa: BLE001
|
||||
return None
|
||||
return None
|
||||
|
||||
async def _cache_set(
|
||||
self, customer_id: int, payload: dict[str, Any], ttl: int
|
||||
) -> None:
|
||||
"""写入缓存；失败静默（缓存只是加速手段）。"""
|
||||
try:
|
||||
await self.redis.set(
|
||||
self.cache_key(customer_id),
|
||||
json.dumps(payload, ensure_ascii=False, default=str),
|
||||
ex=ttl,
|
||||
)
|
||||
except Exception: # noqa: BLE001
|
||||
return
|
||||
|
||||
|
||||
async def invalidate_composed_profile(customer_id: int) -> None:
|
||||
"""轻量失效入口：画像回写、申购/赎回落账后调用，静默失败不阻塞业务。"""
|
||||
from config.database.redis import client as redis_client
|
||||
|
||||
try:
|
||||
redis = redis_client()
|
||||
await redis.delete(ComposedProfileService.cache_key(customer_id))
|
||||
await redis.delete(ComposedProfileService.response_cache_key(customer_id))
|
||||
except Exception: # noqa: BLE001 缓存失效失败只影响新鲜度，不阻塞业务事务
|
||||
return
|
||||
|
||||
|
||||
__all__ = ["ComposedProfileService", "invalidate_composed_profile"]
|
||||
@@ -15,6 +15,7 @@ def build_customer_memory_context(
|
||||
long_term_memories: list[MemoryUnitDTO],
|
||||
customer_relations: list[dict] | None = None,
|
||||
customer_products: list[dict] | None = None,
|
||||
composed_profile: dict | None = None,
|
||||
warnings: list[str] | None = None,
|
||||
) -> CustomerMemoryContext:
|
||||
"""构造稳定的客服记忆上下文结构。"""
|
||||
@@ -23,6 +24,7 @@ def build_customer_memory_context(
|
||||
session_id=session_id,
|
||||
short_term_messages=short_term_messages,
|
||||
customer_profile=customer_profile,
|
||||
composed_profile=composed_profile,
|
||||
work_orders=work_orders,
|
||||
long_term_memories=long_term_memories,
|
||||
customer_relations=customer_relations or [],
|
||||
|
||||
@@ -9,9 +9,11 @@ from config.database.mysql import get_session_factory
|
||||
from tool.confidence_rank import FinalConfidenceRankTool
|
||||
|
||||
from .archive import ConversationArchiver
|
||||
from .composed_profile import ComposedProfileService
|
||||
from .customer_relation import CustomerRelationMemory
|
||||
from .customer_product import CustomerProductMemory
|
||||
from .context_builder import build_customer_memory_context
|
||||
from .holdings import CustomerHoldingsMemory
|
||||
from .long_term import LongTermMemoryService
|
||||
from .interest_topic import InterestTopicTracker
|
||||
from .profile import CustomerProfileMemory
|
||||
@@ -32,6 +34,8 @@ class MemoryService:
|
||||
work_orders: WorkOrderMemory | None = None,
|
||||
relations: CustomerRelationMemory | None = None,
|
||||
products: CustomerProductMemory | None = None,
|
||||
holdings: CustomerHoldingsMemory | None = None,
|
||||
composed: ComposedProfileService | None = None,
|
||||
long_term: LongTermMemoryService | None = None,
|
||||
archiver: ConversationArchiver | None = None,
|
||||
rank_tool: FinalConfidenceRankTool | None = None,
|
||||
@@ -43,6 +47,13 @@ class MemoryService:
|
||||
self.work_orders = work_orders or WorkOrderMemory()
|
||||
self.relations = relations or CustomerRelationMemory()
|
||||
self.products = products or CustomerProductMemory()
|
||||
self.holdings = holdings or CustomerHoldingsMemory()
|
||||
self.composed = composed or ComposedProfileService(
|
||||
profile=self.profile,
|
||||
long_term=self.long_term,
|
||||
holdings=self.holdings,
|
||||
redis=self.short_term.redis,
|
||||
)
|
||||
self.long_term = long_term or LongTermMemoryService()
|
||||
self.archiver = archiver or ConversationArchiver(short_term=self.short_term)
|
||||
self.rank_tool = rank_tool or FinalConfidenceRankTool()
|
||||
@@ -109,11 +120,35 @@ class MemoryService:
|
||||
top_k=limit,
|
||||
)
|
||||
ranked_memories = [MemoryUnitDTO.model_validate(item) for item in ranked]
|
||||
|
||||
holdings_summary = None
|
||||
try:
|
||||
holdings_summary, holdings_warnings = await self.holdings.summary(
|
||||
db, customer_id
|
||||
)
|
||||
warnings.extend(holdings_warnings)
|
||||
except Exception as exc:
|
||||
warnings.append(f"holdings_recall_failed:{type(exc).__name__}")
|
||||
composed_payload: dict[str, Any] | None = None
|
||||
try:
|
||||
composed_payload, composed_warnings = await self.composed.compose(
|
||||
db,
|
||||
customer_id=customer_id,
|
||||
query=query,
|
||||
profile=profile,
|
||||
memories=ranked,
|
||||
holdings_summary=holdings_summary,
|
||||
)
|
||||
warnings.extend(composed_warnings)
|
||||
except Exception as exc:
|
||||
warnings.append(f"composed_profile_failed:{type(exc).__name__}")
|
||||
|
||||
return build_customer_memory_context(
|
||||
customer_id=customer_id,
|
||||
session_id=session_id,
|
||||
short_term_messages=short_term_messages,
|
||||
customer_profile=profile,
|
||||
composed_profile=composed_payload,
|
||||
work_orders=work_orders,
|
||||
customer_relations=customer_relations,
|
||||
customer_products=customer_products,
|
||||
@@ -155,6 +190,10 @@ class MemoryService:
|
||||
"""记录一次重复兴趣主题信号，达到阈值后允许写入长期记忆。"""
|
||||
return await self.interest_tracker.record(customer_id, tag)
|
||||
|
||||
async def invalidate_composed(self, customer_id: int) -> list[str]:
|
||||
"""失效最终画像缓存，供画像回写/持仓变更后调用。"""
|
||||
return await self.composed.invalidate(customer_id)
|
||||
|
||||
async def close_session(
|
||||
self,
|
||||
*,
|
||||
|
||||
@@ -0,0 +1,112 @@
|
||||
"""客户持仓记忆：fin_holdings 聚合摘要，供最终画像整合使用。
|
||||
|
||||
只输出聚合结果（总市值、产品类型分布、盈亏概览、前三大持仓），
|
||||
不向 LLM 或接口消费方暴露原始持仓行，控制 token 并避免明细泄露。
|
||||
"""
|
||||
from __future__ import annotations
|
||||
|
||||
from decimal import Decimal
|
||||
from typing import Any
|
||||
|
||||
from sqlalchemy.ext.asyncio import AsyncSession
|
||||
|
||||
from repositories.fin_holdings import FinHoldingsRepo
|
||||
|
||||
|
||||
class CustomerHoldingsMemory:
|
||||
"""读取并聚合客户当前持仓，输出画像整合所需的持仓摘要。"""
|
||||
|
||||
TOP_HOLDINGS_LIMIT = 3
|
||||
|
||||
def __init__(self, *, repository_factory=FinHoldingsRepo):
|
||||
self.repository_factory = repository_factory
|
||||
|
||||
async def summary(
|
||||
self, db: AsyncSession, customer_id: int
|
||||
) -> tuple[dict[str, Any] | None, list[str]]:
|
||||
"""聚合持有中持仓；无持仓返回 None，异常返回降级 warnings。"""
|
||||
try:
|
||||
rows = await self.repository_factory(db).list_with_products(
|
||||
customer_id, include_closed=False
|
||||
)
|
||||
except Exception as exc: # noqa: BLE001 沿用记忆模块降级约定
|
||||
return None, [f"holdings_recall_failed:{type(exc).__name__}"]
|
||||
if not rows:
|
||||
return None, []
|
||||
|
||||
total_value = Decimal("0")
|
||||
total_cost = Decimal("0")
|
||||
total_pnl = Decimal("0")
|
||||
win_count = 0
|
||||
lose_count = 0
|
||||
mix: dict[str, Decimal] = {}
|
||||
ranked: list[tuple[Decimal, str]] = []
|
||||
for holding, product in rows:
|
||||
value = self._to_decimal(holding.current_value)
|
||||
total_value += value
|
||||
total_cost += self._to_decimal(holding.cost_amount)
|
||||
total_pnl += self._to_decimal(holding.profit_loss)
|
||||
ratio = holding.profit_ratio
|
||||
if ratio is not None:
|
||||
if ratio > 0:
|
||||
win_count += 1
|
||||
elif ratio < 0:
|
||||
lose_count += 1
|
||||
product_type = (product.product_type if product else None) or "未知"
|
||||
mix[product_type] = mix.get(product_type, Decimal("0")) + value
|
||||
name = product.product_name if product else f"产品{holding.product_id}"
|
||||
ranked.append((value, name))
|
||||
|
||||
payload: dict[str, Any] = {
|
||||
"holding_count": len(rows),
|
||||
"total_market_value": float(total_value),
|
||||
"total_cost": float(total_cost),
|
||||
"product_type_mix": self._ratio_map(mix, total_value),
|
||||
"profit_summary": {
|
||||
"total_pnl": float(total_pnl),
|
||||
"total_pnl_ratio": (
|
||||
round(float(total_pnl / total_cost), 4)
|
||||
if total_cost > 0
|
||||
else None
|
||||
),
|
||||
"win_count": win_count,
|
||||
"lose_count": lose_count,
|
||||
},
|
||||
"top_holdings": self._top_holdings(ranked, total_value),
|
||||
}
|
||||
return payload, []
|
||||
|
||||
@staticmethod
|
||||
def _to_decimal(value: Any) -> Decimal:
|
||||
"""把 ORM Decimal / float / None 统一转换为 Decimal，防御脏数据类型。"""
|
||||
if value is None:
|
||||
return Decimal("0")
|
||||
try:
|
||||
return value if isinstance(value, Decimal) else Decimal(str(value))
|
||||
except Exception: # noqa: BLE001
|
||||
return Decimal("0")
|
||||
|
||||
@staticmethod
|
||||
def _ratio_map(values: dict[str, Decimal], total: Decimal) -> dict[str, float]:
|
||||
"""把各维度市值转换为相对总市值的占比，总量为 0 时返回空表。"""
|
||||
if total <= 0:
|
||||
return {}
|
||||
return {
|
||||
key: round(float(value / total), 4)
|
||||
for key, value in sorted(values.items(), key=lambda item: -item[1])
|
||||
}
|
||||
|
||||
def _top_holdings(
|
||||
self, ranked: list[tuple[Decimal, str]], total: Decimal
|
||||
) -> list[dict[str, Any]]:
|
||||
"""按市值取前三大持仓，返回名称与占比。"""
|
||||
if total <= 0:
|
||||
return []
|
||||
ranked.sort(key=lambda item: -item[0])
|
||||
return [
|
||||
{"name": name, "weight": round(float(value / total), 4)}
|
||||
for value, name in ranked[: self.TOP_HOLDINGS_LIMIT]
|
||||
]
|
||||
|
||||
|
||||
__all__ = ["CustomerHoldingsMemory"]
|
||||
@@ -99,6 +99,7 @@ class CustomerMemoryContext(BaseModel):
|
||||
session_id: str
|
||||
short_term_messages: list[ShortTermMessage] = Field(default_factory=list)
|
||||
customer_profile: dict[str, Any] | None = None
|
||||
composed_profile: dict[str, Any] | None = None
|
||||
work_orders: list[dict[str, Any]] = Field(default_factory=list)
|
||||
long_term_memories: list[MemoryUnitDTO] = Field(default_factory=list)
|
||||
customer_relations: list[dict[str, Any]] = Field(default_factory=list)
|
||||
|
||||
+5
-5
@@ -17,6 +17,7 @@ from repositories.fin_product import FinProductRepo
|
||||
from repositories.trade_order import TradeOrderRepo
|
||||
from schemas.holdings import HoldingResp
|
||||
from schemas.purchase import PurchaseResp
|
||||
from service.memory.composed_profile import invalidate_composed_profile
|
||||
from service.risk.engine import RiskEngine, summarize
|
||||
from service.risk.settle import settle
|
||||
from utils.exceptions import (
|
||||
@@ -30,11 +31,8 @@ from utils.order_no import gen_order_no
|
||||
_MONEY = Decimal("0.01")
|
||||
_SHARES = Decimal("0.0001")
|
||||
|
||||
# 风险等级 → 序号。兼容两套口径：R1~R5 与 保守~激进（同一映射）。
|
||||
_RISK_RANK = {
|
||||
"R1": 1, "R2": 2, "R3": 3, "R4": 4, "R5": 5,
|
||||
"保守": 1, "稳健": 2, "平衡": 3, "进取": 4, "激进": 5,
|
||||
}
|
||||
# 风险等级 → 序号。客户画像与产品统一 R1~R5 口径（历史中文等级已在数据迁移中转换）。
|
||||
_RISK_RANK = {"R1": 1, "R2": 2, "R3": 3, "R4": 4, "R5": 5}
|
||||
|
||||
|
||||
def _risk_rank(level: str | None) -> int | None:
|
||||
@@ -137,6 +135,8 @@ async def purchase(
|
||||
order.id, status="已确认", confirm_time=now
|
||||
)
|
||||
await db.commit()
|
||||
# 持仓变更后失效最终画像缓存（失败静默，不影响交易结果）
|
||||
await invalidate_composed_profile(user.id)
|
||||
account = await account_repo.get_by_customer_id(user.id)
|
||||
holding = await holdings_repo.get_by_customer_product(user.id, product_id)
|
||||
return PurchaseResp(
|
||||
|
||||
@@ -8,15 +8,17 @@ from sqlalchemy.ext.asyncio import AsyncSession
|
||||
from model.fin_risk_assessment import FinRiskAssessment
|
||||
from repositories.questionnaire import QuestionRepo, QuestionnaireRepo
|
||||
from repositories.risk_assessment import CustomerProfileRepo, RiskAssessmentRepo
|
||||
from service.memory.composed_profile import invalidate_composed_profile
|
||||
from utils.exceptions import NotFoundError, ParamError
|
||||
|
||||
# 分数 → 风险等级映射（总分 0-100，20 分一档；后续可迁移到 sys_config 运营化）
|
||||
# 等级口径统一为 R1-R5：R1 最保守、R5 最激进，与产品 fin_product.risk_level 对齐
|
||||
_SCORE_LEVELS = (
|
||||
(80, "激进"),
|
||||
(60, "进取"),
|
||||
(40, "平衡"),
|
||||
(20, "稳健"),
|
||||
(0, "保守"),
|
||||
(80, "R5"),
|
||||
(60, "R4"),
|
||||
(40, "R3"),
|
||||
(20, "R2"),
|
||||
(0, "R1"),
|
||||
)
|
||||
|
||||
|
||||
@@ -24,7 +26,7 @@ def _score_to_level(score: int) -> str:
|
||||
for threshold, level in _SCORE_LEVELS:
|
||||
if score >= threshold:
|
||||
return level
|
||||
return "保守"
|
||||
return "R1"
|
||||
|
||||
|
||||
async def submit_assessment(
|
||||
@@ -76,6 +78,8 @@ async def submit_assessment(
|
||||
|
||||
# 回写画像：无画像初始化，有画像更新风险等级/评分并递增版本号
|
||||
await CustomerProfileRepo(db).upsert_risk(customer_id, risk_level, total_score)
|
||||
# 画像变更后失效最终画像缓存（失败静默，不影响问卷提交）
|
||||
await invalidate_composed_profile(customer_id)
|
||||
|
||||
return {
|
||||
"assessment_id": record.id,
|
||||
|
||||
@@ -16,6 +16,7 @@ from repositories.fin_product import FinProductRepo
|
||||
from repositories.trade_order import TradeOrderRepo
|
||||
from schemas.holdings import HoldingResp
|
||||
from schemas.redeem import RedeemResp
|
||||
from service.memory.composed_profile import invalidate_composed_profile
|
||||
from service.risk.engine import RiskEngine, summarize
|
||||
from service.risk.settle import settle
|
||||
from utils.exceptions import ForbiddenError, NotFoundError, ParamError
|
||||
@@ -118,6 +119,8 @@ async def redeem(
|
||||
order.id, status="已确认", confirm_time=now
|
||||
)
|
||||
await db.commit()
|
||||
# 持仓变更后失效最终画像缓存（失败静默，不影响交易结果）
|
||||
await invalidate_composed_profile(user.id)
|
||||
account = await account_repo.get_by_customer_id(user.id)
|
||||
current_holding = await holdings_repo.get_by_customer_product(
|
||||
user.id, product_id
|
||||
|
||||
@@ -31,11 +31,8 @@ from repositories.fin_product import FinProductRepo
|
||||
from repositories.fin_transaction import FinTransactionRepo
|
||||
from repositories.risk_rule import RiskRuleRepo
|
||||
|
||||
# 风险等级 → 序号（兼容 R1~R5 与 保守~激进 两套口径）。
|
||||
_RISK_RANK = {
|
||||
"R1": 1, "R2": 2, "R3": 3, "R4": 4, "R5": 5,
|
||||
"保守": 1, "稳健": 2, "平衡": 3, "进取": 4, "激进": 5,
|
||||
}
|
||||
# 风险等级 → 序号（客户画像与产品统一 R1~R5 口径，历史中文等级已迁移转换）。
|
||||
_RISK_RANK = {"R1": 1, "R2": 2, "R3": 3, "R4": 4, "R5": 5}
|
||||
_LEVEL_RANK = {"低": 1, "中": 2, "高": 3}
|
||||
|
||||
|
||||
|
||||
@@ -0,0 +1,38 @@
|
||||
-- ---------------------------------------------------------------------
|
||||
-- 风险等级口径统一迁移：保守/稳健/平衡/进取/激进 → R1-R5
|
||||
-- 映射：保守=R1 / 稳健=R2 / 平衡=R3 / 进取=R4 / 激进=R5
|
||||
-- 幂等：UPDATE 仅命中中文值，重复执行无副作用
|
||||
-- 覆盖表：fin_customer_profile / fin_risk_assessment / portfolio_benchmark
|
||||
-- ---------------------------------------------------------------------
|
||||
|
||||
-- 01 数据迁移（中文值 → R 级）
|
||||
UPDATE fin_customer_profile SET risk_level = 'R1' WHERE risk_level = '保守';
|
||||
UPDATE fin_customer_profile SET risk_level = 'R2' WHERE risk_level = '稳健';
|
||||
UPDATE fin_customer_profile SET risk_level = 'R3' WHERE risk_level = '平衡';
|
||||
UPDATE fin_customer_profile SET risk_level = 'R4' WHERE risk_level = '进取';
|
||||
UPDATE fin_customer_profile SET risk_level = 'R5' WHERE risk_level = '激进';
|
||||
|
||||
UPDATE fin_risk_assessment SET risk_level = 'R1' WHERE risk_level = '保守';
|
||||
UPDATE fin_risk_assessment SET risk_level = 'R2' WHERE risk_level = '稳健';
|
||||
UPDATE fin_risk_assessment SET risk_level = 'R3' WHERE risk_level = '平衡';
|
||||
UPDATE fin_risk_assessment SET risk_level = 'R4' WHERE risk_level = '进取';
|
||||
UPDATE fin_risk_assessment SET risk_level = 'R5' WHERE risk_level = '激进';
|
||||
|
||||
UPDATE portfolio_benchmark SET risk_level = 'R1' WHERE risk_level = '保守';
|
||||
UPDATE portfolio_benchmark SET risk_level = 'R2' WHERE risk_level = '稳健';
|
||||
UPDATE portfolio_benchmark SET risk_level = 'R3' WHERE risk_level = '平衡';
|
||||
UPDATE portfolio_benchmark SET risk_level = 'R4' WHERE risk_level = '进取';
|
||||
UPDATE portfolio_benchmark SET risk_level = 'R5' WHERE risk_level = '激进';
|
||||
|
||||
-- 02 列注释与数据口径对齐（MODIFY 需带完整列定义，不改动类型/约束）
|
||||
ALTER TABLE fin_customer_profile
|
||||
MODIFY COLUMN risk_level VARCHAR(16) NULL
|
||||
COMMENT '风险等级：R1-R5（R1 最保守，R5 最激进，与产品 risk_level 对齐）';
|
||||
|
||||
ALTER TABLE fin_risk_assessment
|
||||
MODIFY COLUMN risk_level VARCHAR(16) NOT NULL
|
||||
COMMENT '评定：R1-R5（R1 最保守，R5 最激进）';
|
||||
|
||||
ALTER TABLE portfolio_benchmark
|
||||
MODIFY COLUMN risk_level VARCHAR(16) NOT NULL
|
||||
COMMENT '客户风险等级：R1-R5（R1 最保守，R5 最激进）';
|
||||
+262
-6
@@ -1,8 +1,9 @@
|
||||
-- =====================================================================
|
||||
-- 智能公募基金系统 · MySQL 建表脚本（24 张，见开发计划 §3.1）
|
||||
-- 智能公募基金系统 · MySQL 建表脚本（36 张，见开发计划 §3.1，与 model/ 目录 ORM 对齐）
|
||||
-- 执行：mysql --default-character-set=utf8mb4 -u<user> -p <database> < sql/schema.sql
|
||||
-- 约定：InnoDB / utf8mb4；采用"逻辑外键"（不建物理 FK，便于 Mock 数据灌入），
|
||||
-- 注释即文档，NL2SQL 以 COMMENT 注入 Schema。
|
||||
-- 维护：新增/调整 ORM 模型时同步更新本脚本（01-24 基础业务域，25-36 扩展域）。
|
||||
-- =====================================================================
|
||||
|
||||
SET NAMES utf8mb4;
|
||||
@@ -36,6 +37,18 @@ DROP TABLE IF EXISTS fund_nav_history;
|
||||
DROP TABLE IF EXISTS fin_product;
|
||||
DROP TABLE IF EXISTS fin_customer_profile;
|
||||
DROP TABLE IF EXISTS sys_user;
|
||||
DROP TABLE IF EXISTS nl2sql_query_history;
|
||||
DROP TABLE IF EXISTS nl2sql_sensitive_field;
|
||||
DROP TABLE IF EXISTS nl2sql_role_column_permission;
|
||||
DROP TABLE IF EXISTS nl2sql_role_table_permission;
|
||||
DROP TABLE IF EXISTS nl2sql_query_role;
|
||||
DROP TABLE IF EXISTS event_log;
|
||||
DROP TABLE IF EXISTS advisor_visit_record;
|
||||
DROP TABLE IF EXISTS advisor_report;
|
||||
DROP TABLE IF EXISTS advisor_draft;
|
||||
DROP TABLE IF EXISTS advisor_todo;
|
||||
DROP TABLE IF EXISTS sensitive_word;
|
||||
DROP TABLE IF EXISTS fin_account;
|
||||
SET FOREIGN_KEY_CHECKS = 1;
|
||||
|
||||
-- ---------------------------------------------------------------------
|
||||
@@ -64,7 +77,7 @@ CREATE TABLE IF NOT EXISTS sys_user (
|
||||
-- ---------------------------------------------------------------------
|
||||
CREATE TABLE IF NOT EXISTS fin_customer_profile (
|
||||
customer_id BIGINT UNSIGNED NOT NULL COMMENT '客户ID，一对一关联 sys_user.id',
|
||||
risk_level VARCHAR(16) NULL COMMENT '风险等级：保守/稳健/平衡/进取/激进',
|
||||
risk_level VARCHAR(16) NULL COMMENT '风险等级：R1-R5（R1 最保守，R5 最激进，与产品 risk_level 对齐）',
|
||||
risk_score INT NULL COMMENT '风险评分 0-100，越高越激进',
|
||||
investment_experience VARCHAR(16) NULL COMMENT '投资经验：0-1/1-3/3-5/5-10/10年以上',
|
||||
annual_income_range VARCHAR(32) NULL COMMENT '年收入区间',
|
||||
@@ -87,7 +100,7 @@ CREATE TABLE IF NOT EXISTS fin_product (
|
||||
id BIGINT UNSIGNED AUTO_INCREMENT PRIMARY KEY,
|
||||
product_code VARCHAR(32) NOT NULL COMMENT '基金代码，唯一，如 F000001',
|
||||
product_name VARCHAR(128) NOT NULL COMMENT '基金名称',
|
||||
product_type VARCHAR(32) NOT NULL COMMENT '类型：货币/债券/混合/股票基金',
|
||||
product_type VARCHAR(32) NOT NULL COMMENT '类型：货币型/债券型/混合型/股票型/指数型/QDII',
|
||||
risk_level VARCHAR(8) NOT NULL COMMENT '风险等级 R1-R5',
|
||||
expected_return DECIMAL(7,4) NULL COMMENT '预期年化收益率（%）',
|
||||
nav DECIMAL(12,6) NULL COMMENT '最新单位净值',
|
||||
@@ -191,7 +204,7 @@ CREATE TABLE IF NOT EXISTS fin_risk_assessment (
|
||||
assessment_date DATE NOT NULL COMMENT '评估日期',
|
||||
question_version VARCHAR(16) NULL COMMENT '问卷版本（题目变更后按版本追溯）',
|
||||
total_score INT NOT NULL COMMENT '总分 0-100',
|
||||
risk_level VARCHAR(16) NOT NULL COMMENT '评定：保守/稳健/平衡/进取/激进',
|
||||
risk_level VARCHAR(16) NOT NULL COMMENT '评定：R1-R5（R1 最保守，R5 最激进）',
|
||||
answers JSON NULL COMMENT '答题详情 [{q:1,a:B,score:10}]',
|
||||
assessor_type VARCHAR(16) NOT NULL DEFAULT 'AI评估' COMMENT 'AI评估/人工评估',
|
||||
valid_until DATE NOT NULL COMMENT '有效期至（默认 +1年，监管一年一评）',
|
||||
@@ -308,7 +321,7 @@ CREATE TABLE IF NOT EXISTS conversation_archive (
|
||||
KEY idx_agent (agent_type),
|
||||
UNIQUE KEY uk_session_message (session_id, message_id),
|
||||
KEY idx_agent_run (agent_run_id)
|
||||
) COMMENT='会话归档表（审计回溯 + Agent 持续学习素材，归档前脱敏）';
|
||||
) COMMENT='会话归档表（审计回溯 + Agent 持续学习素材）';
|
||||
|
||||
-- ---------------------------------------------------------------------
|
||||
-- 15 知识元数据表（原文存 MySQL，替代 MinIO）
|
||||
@@ -492,7 +505,7 @@ CREATE TABLE IF NOT EXISTS fund_performance (
|
||||
-- ---------------------------------------------------------------------
|
||||
CREATE TABLE IF NOT EXISTS portfolio_benchmark (
|
||||
id BIGINT UNSIGNED AUTO_INCREMENT PRIMARY KEY,
|
||||
risk_level VARCHAR(16) NOT NULL COMMENT '客户风险等级：保守/稳健/平衡/进取/激进',
|
||||
risk_level VARCHAR(16) NOT NULL COMMENT '客户风险等级：R1-R5（R1 最保守，R5 最激进）',
|
||||
target_allocation JSON NOT NULL COMMENT '目标配置 {货币:50,债券:40,股票:10}',
|
||||
drift_threshold DECIMAL(5,2) NOT NULL DEFAULT 5.00 COMMENT '偏离阈值（%），超阈值触发调仓建议',
|
||||
status VARCHAR(8) NOT NULL DEFAULT '启用' COMMENT '启用/停用',
|
||||
@@ -500,3 +513,246 @@ CREATE TABLE IF NOT EXISTS portfolio_benchmark (
|
||||
update_time DATETIME NOT NULL DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP,
|
||||
UNIQUE KEY uk_risk_level (risk_level)
|
||||
) COMMENT='组合基准配置表（投顾Agent 再平衡参照，运营可调整）';
|
||||
|
||||
-- =====================================================================
|
||||
-- 以下为扩展域建表（25-36），与 model/ 目录 ORM 一一对齐
|
||||
-- =====================================================================
|
||||
|
||||
-- ---------------------------------------------------------------------
|
||||
-- 25 客户资金账户表（现金余额，一人一户）
|
||||
-- ---------------------------------------------------------------------
|
||||
CREATE TABLE IF NOT EXISTS fin_account (
|
||||
customer_id BIGINT UNSIGNED NOT NULL COMMENT '客户ID，一人一户，关联 sys_user.id',
|
||||
balance DECIMAL(18,2) NOT NULL DEFAULT 0 COMMENT '账户总余额（含冻结部分）',
|
||||
frozen_amount DECIMAL(18,2) NOT NULL DEFAULT 0 COMMENT '冻结金额，可用余额=balance-frozen_amount（不落库）',
|
||||
currency VARCHAR(8) NOT NULL DEFAULT 'CNY' COMMENT '币种',
|
||||
status VARCHAR(16) NOT NULL DEFAULT '正常' COMMENT '账户状态，默认正常',
|
||||
version INT NOT NULL DEFAULT 0 COMMENT '乐观锁版本号（并发扣款校验）',
|
||||
create_time DATETIME NOT NULL DEFAULT CURRENT_TIMESTAMP,
|
||||
update_time DATETIME NOT NULL DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP,
|
||||
PRIMARY KEY (customer_id)
|
||||
) COMMENT='客户资金账户表（现金余额，申购扣款/赎回入账的账务载体）';
|
||||
|
||||
-- ---------------------------------------------------------------------
|
||||
-- 26 敏感词库表（合规拦截唯一来源）
|
||||
-- ---------------------------------------------------------------------
|
||||
CREATE TABLE IF NOT EXISTS sensitive_word (
|
||||
id BIGINT UNSIGNED AUTO_INCREMENT PRIMARY KEY,
|
||||
word VARCHAR(128) NOT NULL COMMENT '敏感词',
|
||||
category VARCHAR(32) NOT NULL COMMENT '敏感词分类（工作台可配置）',
|
||||
level VARCHAR(8) NOT NULL DEFAULT '高' COMMENT '级别，默认高',
|
||||
status VARCHAR(8) NOT NULL DEFAULT '启用' COMMENT '启用/停用',
|
||||
update_time DATETIME NOT NULL DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP,
|
||||
UNIQUE KEY uk_word (word)
|
||||
) COMMENT='敏感词库表（工作台与Agent同源，合规拦截唯一来源）';
|
||||
|
||||
-- ---------------------------------------------------------------------
|
||||
-- 27 投顾待办表（事件/定时/计算三类来源统一承载）
|
||||
-- ---------------------------------------------------------------------
|
||||
CREATE TABLE IF NOT EXISTS advisor_todo (
|
||||
id BIGINT UNSIGNED AUTO_INCREMENT PRIMARY KEY,
|
||||
todo_type VARCHAR(32) NOT NULL COMMENT '待办类型（事件/定时/计算来源的细分类型）',
|
||||
customer_id BIGINT UNSIGNED NULL COMMENT '关联客户（可为空）',
|
||||
advisor_id BIGINT UNSIGNED NOT NULL COMMENT '所属投顾',
|
||||
source VARCHAR(32) NOT NULL COMMENT '来源：事件/定时/计算',
|
||||
biz_id VARCHAR(64) NULL COMMENT '关联业务ID（与 todo_type 组合定位业务）',
|
||||
priority VARCHAR(8) NOT NULL DEFAULT '普通' COMMENT '普通/紧急/特急',
|
||||
status VARCHAR(16) NOT NULL DEFAULT '待处理' COMMENT '待办状态，默认待处理',
|
||||
due_at DATETIME NULL COMMENT '截止时间',
|
||||
create_time DATETIME NOT NULL DEFAULT CURRENT_TIMESTAMP,
|
||||
handle_time DATETIME NULL COMMENT '处理时间',
|
||||
UNIQUE KEY uk_todo (todo_type, customer_id, biz_id),
|
||||
KEY idx_advisor_status (advisor_id, status)
|
||||
) COMMENT='投顾待办表（事件/定时/计算三类来源统一承载，uk_todo 幂等防重复建待办）';
|
||||
|
||||
-- ---------------------------------------------------------------------
|
||||
-- 28 投顾 Agent 草稿表（不存 sent，不生成交易指令）
|
||||
-- ---------------------------------------------------------------------
|
||||
CREATE TABLE IF NOT EXISTS advisor_draft (
|
||||
id BIGINT UNSIGNED AUTO_INCREMENT PRIMARY KEY,
|
||||
draft_id VARCHAR(64) NOT NULL COMMENT '草稿ID，全局唯一',
|
||||
customer_id BIGINT UNSIGNED NOT NULL COMMENT '目标客户',
|
||||
advisor_id BIGINT UNSIGNED NOT NULL COMMENT '所属投顾',
|
||||
intent VARCHAR(32) NOT NULL COMMENT '报告意图，如 调仓建议',
|
||||
title VARCHAR(128) NOT NULL COMMENT '草稿标题',
|
||||
content TEXT NOT NULL COMMENT '报告正文',
|
||||
structured_data JSON NULL COMMENT '结构化数据（调仓明细等）',
|
||||
status VARCHAR(16) NOT NULL DEFAULT 'draft' COMMENT '草稿状态，默认draft',
|
||||
deviation DECIMAL(10,4) NULL COMMENT '组合偏离度（%）',
|
||||
disclaimer_ok TINYINT(1) NOT NULL DEFAULT 0 COMMENT '免责声明确认',
|
||||
warning VARCHAR(512) NULL COMMENT '合规提示/警告信息',
|
||||
create_time DATETIME NOT NULL DEFAULT CURRENT_TIMESTAMP,
|
||||
update_time DATETIME NOT NULL DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP,
|
||||
UNIQUE KEY uk_draft_id (draft_id),
|
||||
CONSTRAINT ck_advisor_draft_status CHECK (status IN ('draft', 'discarded')),
|
||||
KEY idx_customer (customer_id),
|
||||
KEY idx_advisor (advisor_id),
|
||||
KEY idx_intent (intent),
|
||||
KEY idx_status (status),
|
||||
KEY idx_create_time (create_time)
|
||||
) COMMENT='投顾 Agent 草稿（不存 sent，不生成交易指令）';
|
||||
|
||||
-- ---------------------------------------------------------------------
|
||||
-- 29 建议报告表（工作台本地镜像：sent 状态 + 编辑/发送留痕）
|
||||
-- ---------------------------------------------------------------------
|
||||
CREATE TABLE IF NOT EXISTS advisor_report (
|
||||
id BIGINT UNSIGNED AUTO_INCREMENT PRIMARY KEY,
|
||||
report_id VARCHAR(64) NOT NULL COMMENT '报告ID，全局唯一',
|
||||
draft_id VARCHAR(64) NOT NULL COMMENT '来源草稿ID（advisor_draft.draft_id）',
|
||||
customer_id BIGINT UNSIGNED NOT NULL COMMENT '目标客户',
|
||||
advisor_id BIGINT UNSIGNED NOT NULL COMMENT '发送投顾',
|
||||
intent VARCHAR(32) NOT NULL COMMENT '报告意图（继承草稿）',
|
||||
title VARCHAR(128) NULL COMMENT '报告标题',
|
||||
content TEXT NULL COMMENT '报告正文',
|
||||
edit_history JSON NULL COMMENT '编辑留痕（JSON数组）',
|
||||
send_status VARCHAR(16) NOT NULL DEFAULT 'draft' COMMENT 'draft/sent/discarded，sent 为工作台本地状态不回写投顾Agent',
|
||||
send_time DATETIME NULL COMMENT '发送时间',
|
||||
send_by BIGINT UNSIGNED NULL COMMENT '发送人',
|
||||
msg_id BIGINT UNSIGNED NULL COMMENT '发送后落 sys_message 的站内信ID',
|
||||
create_time DATETIME NOT NULL DEFAULT CURRENT_TIMESTAMP,
|
||||
update_time DATETIME NOT NULL DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP,
|
||||
UNIQUE KEY uk_report_id (report_id),
|
||||
KEY idx_customer (customer_id),
|
||||
KEY idx_advisor (advisor_id),
|
||||
KEY idx_send_status (send_status)
|
||||
) COMMENT='建议报告表（工作台本地镜像，承载 sent 状态与发送/编辑留痕）';
|
||||
|
||||
-- ---------------------------------------------------------------------
|
||||
-- 30 投顾回访记录表（人工留痕归档）
|
||||
-- ---------------------------------------------------------------------
|
||||
CREATE TABLE IF NOT EXISTS advisor_visit_record (
|
||||
id BIGINT UNSIGNED AUTO_INCREMENT PRIMARY KEY,
|
||||
customer_id BIGINT UNSIGNED NOT NULL COMMENT '回访客户',
|
||||
advisor_id BIGINT UNSIGNED NOT NULL COMMENT '回访投顾',
|
||||
visit_type VARCHAR(32) NOT NULL COMMENT '回访类型',
|
||||
visit_time DATETIME NOT NULL COMMENT '回访时间',
|
||||
summary TEXT NULL COMMENT '回访纪要',
|
||||
audio_url VARCHAR(512) NULL COMMENT '录音文件地址',
|
||||
create_time DATETIME NOT NULL DEFAULT CURRENT_TIMESTAMP,
|
||||
KEY idx_customer (customer_id),
|
||||
KEY idx_advisor (advisor_id)
|
||||
) COMMENT='投顾回访记录表（人工留痕归档，不触发Agent记忆抽取）';
|
||||
|
||||
-- ---------------------------------------------------------------------
|
||||
-- 31 事件日志表（事件双写落库，消费以 event_id 幂等）
|
||||
-- ---------------------------------------------------------------------
|
||||
CREATE TABLE IF NOT EXISTS event_log (
|
||||
id BIGINT UNSIGNED AUTO_INCREMENT PRIMARY KEY,
|
||||
event_id VARCHAR(64) NOT NULL COMMENT '事件ID，全局唯一，消费幂等键',
|
||||
event_name VARCHAR(64) NOT NULL COMMENT '事件名',
|
||||
payload JSON NULL COMMENT '事件负载',
|
||||
trace_id VARCHAR(64) NULL COMMENT '请求链路追踪ID',
|
||||
status VARCHAR(16) NOT NULL DEFAULT 'pending' COMMENT '消费状态，默认pending',
|
||||
create_time DATETIME NOT NULL DEFAULT CURRENT_TIMESTAMP,
|
||||
consume_time DATETIME NULL COMMENT '消费完成时间',
|
||||
UNIQUE KEY uk_event_id (event_id),
|
||||
KEY idx_event_name (event_name),
|
||||
KEY idx_status (status)
|
||||
) COMMENT='事件日志表（事件双写落库，Pub/Sub 仅作实时通知，消费幂等）';
|
||||
|
||||
-- ---------------------------------------------------------------------
|
||||
-- 32 NL2SQL 查询角色（按 sys_user.employee_role 映射）
|
||||
-- ---------------------------------------------------------------------
|
||||
CREATE TABLE IF NOT EXISTS nl2sql_query_role (
|
||||
id BIGINT UNSIGNED AUTO_INCREMENT PRIMARY KEY,
|
||||
role_code VARCHAR(64) NOT NULL COMMENT '角色编码，全局唯一',
|
||||
role_name VARCHAR(128) NOT NULL COMMENT '角色名称',
|
||||
employee_role VARCHAR(32) NOT NULL COMMENT '对应 sys_user.employee_role，一对一映射',
|
||||
can_query TINYINT(1) NOT NULL DEFAULT 0 COMMENT '是否允许 NL2SQL 查询：0/1',
|
||||
max_rows BIGINT NOT NULL DEFAULT 1000 COMMENT '单次查询最大返回行数',
|
||||
daily_quota BIGINT NOT NULL DEFAULT 0 COMMENT '每日查询配额',
|
||||
status VARCHAR(16) NOT NULL DEFAULT 'active' COMMENT 'active/inactive',
|
||||
create_time DATETIME NOT NULL DEFAULT CURRENT_TIMESTAMP,
|
||||
update_time DATETIME NOT NULL DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP,
|
||||
UNIQUE KEY uk_role_code (role_code),
|
||||
UNIQUE KEY uk_employee_role (employee_role),
|
||||
CONSTRAINT ck_nl2sql_role_can_query CHECK (can_query IN (0, 1)),
|
||||
CONSTRAINT ck_nl2sql_role_status CHECK (status IN ('active', 'inactive')),
|
||||
KEY idx_status (status)
|
||||
) COMMENT='NL2SQL 查询角色，按 sys_user.employee_role 映射';
|
||||
|
||||
-- ---------------------------------------------------------------------
|
||||
-- 33 NL2SQL 角色的表级 + 行级权限
|
||||
-- ---------------------------------------------------------------------
|
||||
CREATE TABLE IF NOT EXISTS nl2sql_role_table_permission (
|
||||
id BIGINT UNSIGNED AUTO_INCREMENT PRIMARY KEY,
|
||||
role_id BIGINT UNSIGNED NOT NULL COMMENT '角色ID（nl2sql_query_role.id）',
|
||||
table_name VARCHAR(128) NOT NULL COMMENT '授权表名',
|
||||
permission VARCHAR(16) NOT NULL DEFAULT 'SELECT' COMMENT '授权动作，仅 SELECT',
|
||||
row_scope_type VARCHAR(32) NOT NULL DEFAULT 'none' COMMENT '行级范围：none/customer_ids/product_ids',
|
||||
row_scope_column VARCHAR(128) NULL COMMENT '行级过滤列（如 customer_id）',
|
||||
status VARCHAR(16) NOT NULL DEFAULT 'active' COMMENT 'active/inactive',
|
||||
create_time DATETIME NOT NULL DEFAULT CURRENT_TIMESTAMP,
|
||||
update_time DATETIME NOT NULL DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP,
|
||||
CONSTRAINT ck_nl2sql_table_permission CHECK (permission = 'SELECT'),
|
||||
CONSTRAINT ck_nl2sql_row_scope_type CHECK (row_scope_type IN ('none', 'customer_ids', 'product_ids')),
|
||||
CONSTRAINT ck_nl2sql_table_status CHECK (status IN ('active', 'inactive')),
|
||||
KEY idx_role (role_id),
|
||||
KEY idx_status (status)
|
||||
) COMMENT='NL2SQL 查询角色的表和行级权限';
|
||||
|
||||
-- ---------------------------------------------------------------------
|
||||
-- 34 NL2SQL 角色的字段权限
|
||||
-- ---------------------------------------------------------------------
|
||||
CREATE TABLE IF NOT EXISTS nl2sql_role_column_permission (
|
||||
id BIGINT UNSIGNED AUTO_INCREMENT PRIMARY KEY,
|
||||
role_id BIGINT UNSIGNED NOT NULL COMMENT '角色ID（nl2sql_query_role.id）',
|
||||
table_name VARCHAR(128) NOT NULL COMMENT '表名',
|
||||
column_name VARCHAR(128) NOT NULL COMMENT '列名',
|
||||
access_mode VARCHAR(16) NOT NULL DEFAULT 'allow' COMMENT 'allow/deny/mask',
|
||||
mask_type VARCHAR(32) NULL COMMENT '脱敏类型（access_mode=mask 时生效）',
|
||||
status VARCHAR(16) NOT NULL DEFAULT 'active' COMMENT 'active/inactive',
|
||||
create_time DATETIME NOT NULL DEFAULT CURRENT_TIMESTAMP,
|
||||
update_time DATETIME NOT NULL DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP,
|
||||
CONSTRAINT ck_nl2sql_column_access_mode CHECK (access_mode IN ('allow', 'deny', 'mask')),
|
||||
CONSTRAINT ck_nl2sql_column_status CHECK (status IN ('active', 'inactive')),
|
||||
KEY idx_role (role_id),
|
||||
KEY idx_status (status)
|
||||
) COMMENT='NL2SQL 查询角色的字段权限';
|
||||
|
||||
-- ---------------------------------------------------------------------
|
||||
-- 35 NL2SQL 全局敏感字段规则
|
||||
-- ---------------------------------------------------------------------
|
||||
CREATE TABLE IF NOT EXISTS nl2sql_sensitive_field (
|
||||
id BIGINT UNSIGNED AUTO_INCREMENT PRIMARY KEY,
|
||||
table_name VARCHAR(128) NOT NULL COMMENT '表名',
|
||||
column_name VARCHAR(128) NOT NULL COMMENT '列名',
|
||||
mask_type VARCHAR(32) NOT NULL DEFAULT 'partial' COMMENT '脱敏方式，如 partial',
|
||||
status VARCHAR(16) NOT NULL DEFAULT 'active' COMMENT 'active/inactive',
|
||||
description VARCHAR(255) NULL COMMENT '规则说明',
|
||||
create_time DATETIME NOT NULL DEFAULT CURRENT_TIMESTAMP,
|
||||
update_time DATETIME NOT NULL DEFAULT CURRENT_TIMESTAMP ON UPDATE CURRENT_TIMESTAMP,
|
||||
CONSTRAINT ck_nl2sql_sensitive_status CHECK (status IN ('active', 'inactive')),
|
||||
KEY idx_table_col (table_name, column_name),
|
||||
KEY idx_status (status)
|
||||
) COMMENT='NL2SQL 全局敏感字段规则';
|
||||
|
||||
-- ---------------------------------------------------------------------
|
||||
-- 36 NL2SQL 查询归档（不保存完整结果行）
|
||||
-- ---------------------------------------------------------------------
|
||||
CREATE TABLE IF NOT EXISTS nl2sql_query_history (
|
||||
id BIGINT UNSIGNED AUTO_INCREMENT PRIMARY KEY,
|
||||
query_id VARCHAR(64) NOT NULL COMMENT '查询ID，全局唯一',
|
||||
user_id BIGINT UNSIGNED NOT NULL COMMENT '发起用户',
|
||||
session_id VARCHAR(64) NULL COMMENT '会话ID',
|
||||
caller_agent VARCHAR(64) NULL COMMENT '调用方Agent标识',
|
||||
question TEXT NOT NULL COMMENT '自然语言问题',
|
||||
generated_sql TEXT NULL COMMENT '生成的SQL（未执行则为空）',
|
||||
access_tables JSON NULL COMMENT '实际访问的表列表',
|
||||
status VARCHAR(16) NOT NULL COMMENT 'success/failed/blocked/timeout',
|
||||
error_code VARCHAR(64) NULL COMMENT '错误码',
|
||||
error_message VARCHAR(512) NULL COMMENT '错误信息',
|
||||
row_count BIGINT NOT NULL DEFAULT 0 COMMENT '返回行数',
|
||||
truncated TINYINT(1) NOT NULL DEFAULT 0 COMMENT '结果是否被截断',
|
||||
elapsed_ms FLOAT NULL COMMENT '耗时（毫秒）',
|
||||
trace_id VARCHAR(64) NULL COMMENT '请求链路追踪ID',
|
||||
create_time DATETIME NOT NULL DEFAULT CURRENT_TIMESTAMP,
|
||||
UNIQUE KEY uk_query_id (query_id),
|
||||
CONSTRAINT ck_nl2sql_history_status CHECK (status IN ('success', 'failed', 'blocked', 'timeout')),
|
||||
KEY idx_user (user_id),
|
||||
KEY idx_session (session_id),
|
||||
KEY idx_caller_agent (caller_agent),
|
||||
KEY idx_status (status),
|
||||
KEY idx_trace (trace_id),
|
||||
KEY idx_create_time (create_time)
|
||||
) COMMENT='NL2SQL 查询归档，不保存完整结果行';
|
||||
|
||||
@@ -148,7 +148,7 @@ Agent 编排层(统一执行骨架: 记忆召回→意图路由→核心逻辑
|
||||
| `sys_message` | 站内信/消息中心（user_id, type, is_read） |
|
||||
| `memory_unit` | **记忆单元**（tag, content, info_type=FACT/OPINION, source, confidence, evidence/conflict/recall_count, status, valid_until）——记忆架构主体，见 §4 |
|
||||
| `fund_performance` | 基金业绩指标缓存（近1月/3月/6月/1年/成立以来收益、年化波动率、最大回撤、夏普比率、计算日期）——定时任务从净值计算 |
|
||||
| `portfolio_benchmark` | **组合基准配置**（risk_level → 目标资产类别权重，如 保守=货币50/债券40/股票10，可运营调整）——再平衡的参照系 |
|
||||
| `portfolio_benchmark` | **组合基准配置**（risk_level → 目标资产类别权重，如 R1=货币50/债券40/股票10，可运营调整）——再平衡的参照系 |
|
||||
| `sys_config` | 运营参数 KV（**高净值门槛**、偏离度阈值、风控开关等，免发版调整） |
|
||||
|
||||
### 3.2 Milvus 集合（3 个业务集 + 1 个记忆集）
|
||||
|
||||
Reference in New Issue
Block a user