93 lines
5.7 KiB
JSON
93 lines
5.7 KiB
JSON
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{
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"evidence_id": "20260919-t7c-profile-tier",
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"generated_at": "2026-09-19T17:29:52+08:00",
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"session": "D1.6 §4.32 / D2.1 v6.19",
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"what": "D-11 落地：把「客户分层」接通（sys_user.customer_tier -> 画像快照 -> 客服作答），过程中定位并修掉真正的根因 —— 画像快照被残片覆盖 + JSON 列二次编码",
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"how": "连库取证 profile_snapshots 全版本 -> 对读两个快照写者的产出形状 -> 修 -> pytest / 冒烟 / 真 HTTP 复验",
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"corrected_diagnosis": {
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"previous": "D-11 原判：sys_user.customer_tier 全库 NULL（从未种过）+ 画像快照按设计排除该字段",
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"actual": "主因是两个写者互相覆盖：ProfileAssemblyService.rebuild_profile() 就地拼一个只含 PROFILE_OWNED_FIELDS + generated_at 的四字段残片，同样置 is_current=1，把权威快照里的 customer_tier / total_asset / behavior_score / assessment_* 全部抹掉。实测客户 9001 当前快照被覆盖到只剩 {risk_tags, generated_at, investor_type, investment_horizon, preferred_asset_class}（版本 2..16 全是这种形状）。「字段没种」与「写侧排除」两条也都成立，但都是次因。",
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"evidence_query": "SELECT version, is_current, snapshot FROM profile_snapshots WHERE customer_id=9001"
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},
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"fixes": [
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{
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"id": "D-12a",
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"file": "app/repository/profile_repository.py",
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"change": "_SQL_PROFILE 增加 LEFT JOIN sys_user 取 customer_tier（fin_customer_profile 无该列；用 LEFT JOIN 使缺账号行时画像仍能生成）"
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},
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{
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"id": "D-12b",
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"file": "app/service/profile_generation_service.py",
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"change": "build_snapshot 纳入 customer_tier；REQUIRED_SNAPSHOT_FIELDS 取消 customer_tier 例外（写侧与读取侧白名单必须等集）"
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},
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{
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"id": "D-12c",
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"file": "app/service/profile_assembly_service.py",
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"change": "rebuild_profile 改走 build_snapshot()（唯一实现），不再自拼残片；字段所有权约束的是「写 fin_customer_profile 表」，不是快照字段集合"
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},
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{
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"id": "D-13",
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"file": "app/service/profile_assembly_service.py",
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"change": "新增 PROFILE_JSON_FIELDS：preferred_asset_class / risk_tags 是 JSON 列，不再套 _as_text（会把列表序列化成字符串再被 JSON 列二次编码）；risk_tags 改存数组"
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},
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{
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"id": "D-13b",
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"file": "app/service/profile_generation_service.py",
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"change": "_as_list 兜底 JSON 字面量 \"null\"（当作空），并保留 json.loads 已脱引号的值"
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},
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{
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"id": "D-14",
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"file": "tools/seed_profile_demo.py",
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"change": "① 客户分层写进权威列 sys_user.customer_tier；② 新增 user_facts 种子（preference:horizon / preference:asset_class）—— 这两个字段由重建服务独占、无事实即清空，写主表列会被下一次重建抹掉；③ 快照改由 ProfileGenerationService.generate() 生成，不再手拼"
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}
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],
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"before_after": {
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"snapshot_9001_before": {
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"investor_type": "C1",
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"risk_tags": null,
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"generated_at": "...",
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"investment_horizon": null,
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"preferred_asset_class": null
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},
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"snapshot_9001_after": {
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"risk_tags": [],
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"total_asset": "60000.00",
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"customer_tier": "gold",
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"investor_type": "C1",
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"behavior_score": 22,
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"last_active_at": "2026-09-16T09:27:34+00:00",
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"trading_frequency": "low",
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"assessment_expired": false,
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"investment_horizon": "short_term",
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"preferred_asset_class": [
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"money_fund"
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],
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"assessment_valid_until": "2027-07-16T09:27:34+00:00"
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},
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"answer_before": "您的风险测评等级是 保守型（C1）。",
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"answer_after": "您的风险测评等级是 保守型（C1）。 / 投资期限偏好：短期（1 年以内）。 / 交易频率：较低。 / 偏好资产类别：货币基金。 / 客户分层：金卡。"
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},
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"authority_layout": {
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"customer_tier": "sys_user.customer_tier（权威列，本次补种 6 行）",
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"user_facts": "preference:horizon / preference:asset_class（12 行 = 6 客户 x 2）",
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"fin_customer_profile": "investor_type / investment_horizon / preferred_asset_class / trading_frequency / total_asset / behavior_score / risk_tags",
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"note": "investment_horizon / preferred_asset_class 由 ProfileAssemblyService 独占，无 user_facts 即清空 —— 所以种子的权威来源是 user_facts，不是主表列"
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},
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"gates": {
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"pytest": "1746 passed / 0 failed / 2 skipped（较上一轮 +4 条新用例）",
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"ruff": "22（= 基线）",
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"mypy": "3（= 基线）",
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"smoke": "tools/e2e_smoke_test.py --read-only -> 31/31 全通过",
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"http_probe": "_eval_harness/http_probe.py -> 11/11 全 succeeded"
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},
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"tests_added": [
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"tests/unit/service/test_profile_generation_service.py::test_snapshot_carries_customer_tier_from_its_authority",
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"tests/unit/service/test_profile_generation_service.py::test_json_null_literal_is_not_a_preference",
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"tests/unit/service/test_profile_generation_service.py::test_json_string_value_loses_its_serialization_quotes",
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"tests/integration/test_profile_snapshot_completeness_mysql.py::test_rebuild_writes_a_complete_snapshot_not_a_partial_fragment（含 JSON 列二次编码断言）"
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],
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"open_items": [
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"分层档位与 total_asset 不一致：6 行里 5 行的 tier 与公开门槛（金卡 50 万+/白金 200 万+/钻石 600 万+/尊享 1000 万+）对不上；但 agent 只读 sys_user.customer_tier、不用资产推，因此回答本身不自相矛盾 —— 口径待定",
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"risk_tags 是「自述事实重算」字段：种子写进列的标签在首次记忆重建后会被清空（9001 实测由 [conservative] 变 []）；要演示标签需种 user_facts 自述项"
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]
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}
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