186 lines
10 KiB
Python
186 lines
10 KiB
Python
"""公共常量定义（单一事实来源，与《投顾工作台开发文档/common_const.md》v1.2 对齐）。
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用途：投顾工作台（B 端）与投顾Agent（AI 组件）统一引用，避免枚举/字符串硬编码不一致。
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规范：业务代码禁止写死字符串字面量，一律 `from common_const import ...`。
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说明：本文件只存放「常量字符串 / 枚举 / 模板文本」；业务规则（如适当性匹配逻辑）
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写在业务代码中（见 service/advisor/suitability.py），不在此处写业务逻辑。
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"""
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from __future__ import annotations
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# ---------------------------------------------------------------------------
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# §1 客户-投顾关系状态（customer_relation.status）
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# ---------------------------------------------------------------------------
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CUSTOMER_REL_STATUS_UNSIGNED = "已分配" # 未签约，仅分配，未开通投顾正式服务
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CUSTOMER_REL_STATUS_SIGNED = "已签约" # 已签约，可下发推荐/调仓方案给客户
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CUSTOMER_REL_STATUS_CLOSED = "已结束" # 服务已终止
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# ---------------------------------------------------------------------------
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# §2 草稿状态（advisor_draft.status，Agent 侧；不可物理删除，仅状态流转）
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# ---------------------------------------------------------------------------
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DRAFT_STATUS_DRAFT = "draft"
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DRAFT_STATUS_DISCARDED = "discarded"
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# 建议报告本地状态（advisor_report.send_status，工作台本地；sent 为工作台独有，Agent 不感知）
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REPORT_SEND_STATUS_DRAFT = "draft"
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REPORT_SEND_STATUS_SENT = "sent"
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REPORT_SEND_STATUS_DISCARDED = "discarded"
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# ---------------------------------------------------------------------------
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# §3 记忆单元类型（memory_unit.info_type；工作台只读，不直接读写该表）
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# ---------------------------------------------------------------------------
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MEMORY_INFO_TYPE_FACT = "FACT" # 客观事实，作为业务硬规则依据
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MEMORY_INFO_TYPE_OPINION = "OPINION" # 主观观点，仅做排序参考，不能绕过适当性
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# ---------------------------------------------------------------------------
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# §4 Agent 意图枚举（intent）
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# ---------------------------------------------------------------------------
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AGENT_INTENT_RECOMMEND = "recommend" # 基金推荐
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AGENT_INTENT_REBALANCE = "rebalance" # 持仓诊断 & 调仓再平衡
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AGENT_INTENT_FUND_ANALYSIS = "fund_analysis" # 基金深度分析
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AGENT_INTENT_DIALOGUE_SCRIPT = "dialogue-script" # 生成沟通话术
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AGENT_INTENT_DATA_QUERY = "data_query" # 客户数据查询
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# ---------------------------------------------------------------------------
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# §5 沟通话术场景（generate-talk-script 入参 scene_type）
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# ---------------------------------------------------------------------------
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TALK_SCENE_RISK_BLOCK_ORDER = "risk_block_order" # 订单被风控拦截
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TALK_SCENE_MARKET_FLUCTUATION = "market_fluctuation" # 市场波动安抚
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TALK_SCENE_PORTFOLIO_DIVERGENCE = "portfolio_divergence" # 组合大幅偏离基准
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TALK_SCENE_CUSTOMER_COMPLAINT = "customer_complaint" # 客户投诉
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# ---------------------------------------------------------------------------
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# §6 Agent 业务错误码（Agent 自有码域，成功码=0；工作台 service 层须映射，不得透传）
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# ---------------------------------------------------------------------------
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ERR_CODE_OK = 0
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ERR_CODE_FORBIDDEN_CUSTOMER = 40001 # customer_id 不属于当前投顾，越权访问
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ERR_CODE_SUITABILITY_INVALID = 40020 # 适当性校验不通过
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ERR_CODE_NOT_SIGNED_REBALANCE = 40030 # 客户未签约，禁止生成 rebalance 草稿
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ERR_CODE_DRAFT_NOT_FOUND = 40401 # draft_id 不存在或已废弃
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ERR_CODE_LLM_ERROR = 50001 # Agent 内部 LLM 调用异常
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ERR_CODE_GRAPH_ERROR = 50002 # GraphRAG 查询异常，触发降级
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# Agent 错误码 → 默认提示文案（业务判断必须用 code，禁止依赖 message 文案）
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AGENT_ERR_MESSAGE = {
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ERR_CODE_FORBIDDEN_CUSTOMER: "无权操作该客户数据",
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ERR_CODE_SUITABILITY_INVALID: "方案适当性校验不通过，包含超出客户风险等级的产品",
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ERR_CODE_NOT_SIGNED_REBALANCE: "客户尚未签约，禁止生成调仓草稿",
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ERR_CODE_DRAFT_NOT_FOUND: "草稿不存在或者已废弃",
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ERR_CODE_LLM_ERROR: "AI服务调用异常，请稍后重试",
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ERR_CODE_GRAPH_ERROR: "图谱查询异常，已降级返回部分结果",
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}
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# ---------------------------------------------------------------------------
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# §7 风险等级（存储编码统一 C1-C5 / R1-R5；中文仅展示层，不入库）
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# ---------------------------------------------------------------------------
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C_RISK_C1, C_RISK_C2, C_RISK_C3, C_RISK_C4, C_RISK_C5 = "C1", "C2", "C3", "C4", "C5"
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PROD_RISK_R1, PROD_RISK_R2, PROD_RISK_R3, PROD_RISK_R4, PROD_RISK_R5 = "R1", "R2", "R3", "R4", "R5"
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# ---------------------------------------------------------------------------
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# §8 系统配置 sys_config key（调仓/客户经营参数，代码不写死 key）
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# ---------------------------------------------------------------------------
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SYS_KEY_REBALANCE_DEVIATION_THRESHOLD = "rebalance.deviation.threshold" # 组合再平衡偏离阈值（全局兜底）
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SYS_KEY_HIGH_NET_ASSET_THRESHOLD = "customer.high_net.asset.threshold" # 高净值客户资产门槛
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SYS_KEY_RISK_QUESTIONNAIRE_EXPIRE_DAY = "risk.questionnaire.expire.day" # 风险测评过期天数
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SYS_KEY_LARGE_FLOW_THRESHOLD = "customer.large_flow.threshold" # 大额申赎阈值
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# ---------------------------------------------------------------------------
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# §9 事件总线 Pub/Sub 事件名（双写 event_log + Redis Pub/Sub，消费以 event_id 幂等）
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# ---------------------------------------------------------------------------
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EVENT_REBALANCE_DRAFT_CREATED = "event:rebalance_draft_created"
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EVENT_PROFILE_UPDATE = "event:profile_update"
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# 工作台消费的投顾域事件（仅前两者；work_order_change/risk_alert 属其它域）
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ADVISOR_EVENTS = (EVENT_REBALANCE_DRAFT_CREATED, EVENT_PROFILE_UPDATE)
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# 事件消费状态（event_log.status）
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EVENT_STATUS_PENDING = "pending"
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EVENT_STATUS_CONSUMED = "consumed"
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EVENT_STATUS_FAILED = "failed"
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# ---------------------------------------------------------------------------
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# §10 固定文本模板
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# ---------------------------------------------------------------------------
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# 10.1 报告强制免责声明（完整性判定：正文必须「逐字包含」完整原文，精确匹配）
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DISCLAIMER_TEXT = (
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"【免责声明】本报告由AI辅助生成，仅供持牌投顾内部参考，不构成任何投资建议。"
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"基金有风险，投资需谨慎。所有投资决策请结合自身风险承受能力审慎判断。"
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)
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# 10.2 SSE 事件类型（Agent 流式；工作台同步接口不涉及，保留枚举以对齐契约）
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SSE_EVENT_TYPE_TEXT = "text"
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SSE_EVENT_TYPE_META = "meta"
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SSE_EVENT_TYPE_DONE = "done"
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SSE_EVENT_TYPE_ERROR = "error"
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# ---------------------------------------------------------------------------
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# §11 定时任务 cron
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# ---------------------------------------------------------------------------
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CRON_MEMORY_MAINTENANCE = "0 2 * * 1" # Agent 侧每周记忆维护（工作台不调度）
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CRON_PORTFOLIO_REBALANCE = "0 1 * * *" # 工作台每日组合再平衡（遍历 signed 客户）
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CRON_FUND_NAV_UPDATE = "30 1 * * *" # 基金净值更新
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# ---------------------------------------------------------------------------
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# §12 审计日志 action（audit_log.action）
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# ---------------------------------------------------------------------------
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AUDIT_AGENT_CHAT_CALL = "agent_chat_call" # 调用投顾Agent对话
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AUDIT_DRAFT_SAVE = "draft_save" # 草稿保存
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AUDIT_DRAFT_DISCARD = "draft_discard" # 草稿废弃
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AUDIT_CUSTOMER_SIGN = "customer_sign" # 客户签约
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AUDIT_VIEW_SENSITIVE = "view_sensitive" # 投顾查看脱敏字段完整值（留痕）
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# ---------------------------------------------------------------------------
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# §13 投顾角色（sys_user.employee_role）
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# ---------------------------------------------------------------------------
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EMPLOYEE_ROLE_ADVISOR = "投顾" # 工作台唯一业务角色；「理财顾问」为历史表述，不参与鉴权
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# ---------------------------------------------------------------------------
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# §14 站内信消息类型（sys_message.msg_type）
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# ---------------------------------------------------------------------------
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MSG_TYPE_RECOMMEND = "推荐"
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MSG_TYPE_REBALANCE = "调仓"
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MSG_TYPE_RISK = "风控"
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MSG_TYPE_SIGN = "签约"
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MSG_TYPE_SYSTEM = "系统"
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# 草稿 intent → 站内信 msg_type 映射（recommend→推荐 / rebalance→调仓）
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INTENT_TO_MSG_TYPE = {
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AGENT_INTENT_RECOMMEND: MSG_TYPE_RECOMMEND,
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AGENT_INTENT_REBALANCE: MSG_TYPE_REBALANCE,
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}
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# ---------------------------------------------------------------------------
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# 以下为「工作台本地」常量：DDL COMMENT / PRD 定义，common_const.md 未集中列出。
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# 假设：按 sql/schema.sql 与 PRD 语义落地；后续若统一进 common_const.md 再收敛。
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# ---------------------------------------------------------------------------
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# 待办类型（advisor_todo.todo_type，见 schema.sql 表 27）
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TODO_TYPE_NEW_REBALANCE_DRAFT = "new_rebalance_draft" # 新增调仓建议
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TODO_TYPE_VISIT_DUE = "visit_due" # 回访到期
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TODO_TYPE_RISK_EXPIRE = "risk_expire" # 风险测评过期
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TODO_TYPE_LARGE_FLOW = "large_flow" # 客户大额申赎
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TODO_TYPE_DRAWDOWN = "drawdown" # 持仓大幅回撤
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# 待办来源（advisor_todo.source）
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TODO_SOURCE_AGENT_EVENT = "agent_event" # 事件消费生成
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TODO_SOURCE_LOCAL_TIMER = "local_timer" # 本地定时任务生成
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TODO_SOURCE_LOCAL_CALC = "local_calc" # 本地计算生成
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# 待办优先级（advisor_todo.priority）
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TODO_PRIORITY_HIGH = "高"
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TODO_PRIORITY_NORMAL = "普通"
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TODO_PRIORITY_LOW = "低"
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# 待办状态（advisor_todo.status；单向流转 待处理→处理中→已完成）
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TODO_STATUS_PENDING = "待处理"
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TODO_STATUS_PROCESSING = "处理中"
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TODO_STATUS_DONE = "已完成"
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# 回访方式（advisor_visit_record.visit_type，见 PRD §4.4.2）
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VISIT_TYPE_PHONE = "电话"
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VISIT_TYPE_WECHAT = "企微"
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VISIT_TYPE_SMS = "短信"
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VISIT_TYPE_ONSITE = "现场"
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# 关系流转动作（工作台写入 customer_relation.status 的动作标识）
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RELATION_ACTION_SIGN = "sign" # 签约
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RELATION_ACTION_CLOSE = "close" # 结束服务
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