146 lines
5.5 KiB
Python
146 lines
5.5 KiB
Python
"""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）。
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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；
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AI 话术仅作参考，正式发送走工作台消息模块。
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"""
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from __future__ import annotations
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from sqlalchemy.ext.asyncio import AsyncSession
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from model.advisor_visit_record import AdvisorVisitRecord
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from model.sys_user import SysUser
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from repositories.advisor_visit_record import AdvisorVisitRecordRepo
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from repositories.sys_message import SysMessageRepo
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from schemas.advisor import VisitCreateReq, VisitUpdateReq
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from service.advisor.permissions import ensure_customer_owned
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from service.advisor.audit_writer import write_audit
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from utils.exceptions import NotFoundError, ParamError
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from utils.pagination import normalize_pagination, pagination_result
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# 合规话术库（内置，标准化投教/市场解读/调仓沟通）。
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# 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。
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TALK_TEMPLATES = [
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{"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。"},
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{"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。"},
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{"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。"},
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]
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def _visit_item(v: AdvisorVisitRecord) -> dict:
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return {
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"id": v.id,
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"customer_id": v.customer_id,
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"advisor_id": v.advisor_id,
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"visit_type": v.visit_type,
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"visit_time": v.visit_time.isoformat(),
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"summary": v.summary,
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"audio_url": v.audio_url,
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"create_time": v.create_time.isoformat() if v.create_time else None,
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}
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async def list_visits(
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db: AsyncSession, user: SysUser, *, customer_id: int | None = None,
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page: int = 1, page_size: int = 10,
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) -> dict:
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page, page_size, offset = normalize_pagination(page, page_size)
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if customer_id is not None:
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await ensure_customer_owned(db, user.id, customer_id)
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repo = AdvisorVisitRecordRepo(db)
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items = await repo.list_by_advisor(
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advisor_id=user.id, customer_id=customer_id,
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limit=page_size, offset=offset,
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)
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total = await repo.count_by_advisor(advisor_id=user.id, customer_id=customer_id)
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return pagination_result(
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[_visit_item(v) for v in items], total, page=page, page_size=page_size
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)
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async def create_visit(db: AsyncSession, user: SysUser, req: VisitCreateReq) -> dict:
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await ensure_customer_owned(db, user.id, req.customer_id)
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record = AdvisorVisitRecord(
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customer_id=req.customer_id,
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advisor_id=user.id,
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visit_type=req.visit_type,
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visit_time=req.visit_time,
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summary=req.summary,
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audio_url=req.audio_url,
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)
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record = await AdvisorVisitRecordRepo(db).add(record)
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await write_audit(
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db,
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user_id=user.id,
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username=user.username,
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module="advisor",
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action="visit_create",
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target=str(record.id),
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detail={"customer_id": req.customer_id},
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)
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return {"visit_id": record.id}
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async def get_visit(db: AsyncSession, user: SysUser, visit_id: int) -> dict:
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record = await AdvisorVisitRecordRepo(db).get_by_advisor(visit_id, user.id)
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if record is None:
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raise NotFoundError("回访记录不存在")
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return _visit_item(record)
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async def update_visit(
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db: AsyncSession, user: SysUser, visit_id: int, req: VisitUpdateReq
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) -> dict:
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changes = req.model_dump(exclude_unset=True)
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if not changes:
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raise ParamError("至少提供一项回访记录修改内容")
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record = await AdvisorVisitRecordRepo(db).get_by_advisor(visit_id, user.id)
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if record is None:
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raise NotFoundError("回访记录不存在")
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for field, value in changes.items():
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setattr(record, field, value)
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await db.commit()
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await db.refresh(record)
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await write_audit(
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db,
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user_id=user.id,
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username=user.username,
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module="advisor",
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action="visit_update",
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target=str(record.id),
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detail={"customer_id": record.customer_id, "fields": list(changes)},
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)
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return _visit_item(record)
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def list_talk_templates() -> list[dict]:
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"""合规话术库（内置，投顾参考；不自动发送）。"""
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return TALK_TEMPLATES
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async def list_touch_logs(
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db: AsyncSession, user: SysUser, customer_id: int, *, page: int = 1, page_size: int = 10
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) -> dict:
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"""触达留痕：站内信（发送触达）+ 回访记录（人工沟通）聚合。
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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。
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"""
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page, page_size, offset = normalize_pagination(page, page_size)
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await ensure_customer_owned(db, user.id, customer_id)
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messages = await SysMessageRepo(db).list_by_user(
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customer_id, limit=page_size, offset=offset
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)
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visits = await AdvisorVisitRecordRepo(db).list_by_advisor(
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advisor_id=user.id, customer_id=customer_id,
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limit=page_size, offset=offset,
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)
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return {
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"messages": [
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{
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"id": m.id, "msg_type": m.msg_type, "title": m.title,
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"content": m.content, "create_time": m.create_time.isoformat() if m.create_time else None,
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}
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for m in messages
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],
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"visits": [_visit_item(v) for v in visits],
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}
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