"""投后服务与陪伴:回访留痕 + 合规话术库 + 触达日志 + AI 话术(代理 Agent)。 PRD §4.4:回访对话不经过投顾Agent,人工录入仅留痕,不更新记忆单元; AI 话术仅作参考,正式发送走工作台消息模块。 """ from __future__ import annotations from sqlalchemy.ext.asyncio import AsyncSession from model.advisor_visit_record import AdvisorVisitRecord from model.sys_user import SysUser from repositories.advisor_visit_record import AdvisorVisitRecordRepo from repositories.sys_message import SysMessageRepo from schemas.advisor import VisitCreateReq from service.advisor.permissions import ensure_customer_owned from utils.exceptions import ParamError # 合规话术库(内置,标准化投教/市场解读/调仓沟通)。 # 假设:V1.0 内置常量,后续可迁移 sys_config 运营化;内容不含承诺收益等敏感词。 TALK_TEMPLATES = [ {"scene": "市场波动安抚", "content": "市场短期波动属正常现象,请结合自身风险承受能力理性看待,勿因短期涨跌追涨杀跌。"}, {"scene": "调仓沟通", "content": "本次调整旨在使组合回归目标配置,不构成任何收益承诺,请结合自身情况审慎判断。"}, {"scene": "风险测评到期提醒", "content": "您的风险测评即将到期,为保障适当性匹配,请及时完成最新测评。"}, ] def _visit_item(v: AdvisorVisitRecord) -> dict: return { "id": v.id, "customer_id": v.customer_id, "advisor_id": v.advisor_id, "visit_type": v.visit_type, "visit_time": v.visit_time.isoformat(), "summary": v.summary, "audio_url": v.audio_url, "create_time": v.create_time.isoformat() if v.create_time else None, } async def list_visits( db: AsyncSession, user: SysUser, *, customer_id: int | None = None, page: int = 1, page_size: int = 20, ) -> dict: if customer_id is not None: await ensure_customer_owned(db, user.id, customer_id) repo = AdvisorVisitRecordRepo(db) items = await repo.list_by_advisor( advisor_id=user.id, customer_id=customer_id, limit=page_size, offset=(page - 1) * page_size, ) total = await repo.count_by_advisor(advisor_id=user.id, customer_id=customer_id) return {"total": total, "page": page, "page_size": page_size, "items": [_visit_item(v) for v in items]} async def create_visit(db: AsyncSession, user: SysUser, req: VisitCreateReq) -> dict: await ensure_customer_owned(db, user.id, req.customer_id) record = AdvisorVisitRecord( customer_id=req.customer_id, advisor_id=user.id, visit_type=req.visit_type, visit_time=req.visit_time, summary=req.summary, audio_url=req.audio_url, ) record = await AdvisorVisitRecordRepo(db).add(record) return {"visit_id": record.id} def list_talk_templates() -> list[dict]: """合规话术库(内置,投顾参考;不自动发送)。""" return TALK_TEMPLATES async def list_touch_logs( db: AsyncSession, user: SysUser, customer_id: int, *, page: int = 1, page_size: int = 20 ) -> dict: """触达留痕:站内信(发送触达)+ 回访记录(人工沟通)聚合。 假设:V1.0 触达通道仅站内信与回访;短信/企微/电话统一落在回访记录。 """ await ensure_customer_owned(db, user.id, customer_id) messages = await SysMessageRepo(db).list_by_user( customer_id, limit=page_size, offset=(page - 1) * page_size ) visits = await AdvisorVisitRecordRepo(db).list_by_advisor( advisor_id=user.id, customer_id=customer_id, limit=page_size, offset=(page - 1) * page_size, ) return { "messages": [ { "id": m.id, "msg_type": m.msg_type, "title": m.title, "content": m.content, "create_time": m.create_time.isoformat() if m.create_time else None, } for m in messages ], "visits": [_visit_item(v) for v in visits], }