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group_fqcd_jr/app/repository/profile_repository.py
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"""画像生成的数据访问层(Repository)。
按 MVC+S 边界:**Service 不得直接建 Session / 直接查 Model**,所有库交互收口在这里。
只做两件事:
1. **只读**组装画像所需的权威事实(`docs/00` §6.4.6:画像生成只允许读取**已提交的**业务事实
和状态为**有效**的中期记忆);
2. **写入**画像版本与两条跨存储同步事件(同事务,由调用方管理事务)。
"""
from __future__ import annotations
from datetime import datetime
from typing import Any
from sqlalchemy import text
from sqlalchemy.ext.asyncio import AsyncSession
from app.model.memory import MemorySyncOutbox
#: 画像快照:查询客户主表。
_SQL_PROFILE = text("""
SELECT customer_id, investor_type, investment_horizon, preferred_asset_class,
trading_frequency, total_asset, behavior_score, risk_tags, last_active_at
FROM fin_customer_profile
WHERE customer_id = :customer_id
""")
#: 风险测评:取**最新一条**,含有效期(用于判定是否过期)。
_SQL_ASSESSMENT = text("""
SELECT id, questionnaire_version, investor_type, total_score, assessed_at, valid_until
FROM fin_risk_assessment
WHERE customer_id = :customer_id
ORDER BY assessed_at DESC, id DESC
LIMIT 1
""")
#: 当前画像版本(取 `is_current=1` 那一条)。
_SQL_CURRENT_SNAPSHOT = text("""
SELECT id, profile_uuid, version, snapshot, snapshot_hash, generation_basis
FROM profile_snapshots
WHERE customer_id = :customer_id AND is_current = 1
LIMIT 1
""")
#: 下一版本号 = 当前最大版本 + 1
#: (`uk_profile_snapshot_version (customer_id, version)` 要求版本号按客户唯一)。
_SQL_NEXT_VERSION = text("""
SELECT COALESCE(MAX(version), 0) + 1
FROM profile_snapshots WHERE customer_id = :customer_id
""")
#: 该客户**有效**的长期记忆(投影到 Milvus 长期记忆向量集合的数据源)。
#:
#: 只取 `status='active'`:失效/被取代的记忆不应再进入向量召回,否则投顾会召回
#: 已过期偏好。字段与 `MilvusProfileProjection` 的 `memory_sources` 契约一一对应。
_SQL_ACTIVE_MEMORIES = text("""
SELECT memory_uuid, memory_key, content, memory_type, confidence, version, valid_until
FROM memory_unit
WHERE customer_id = :customer_id AND status = 'active'
ORDER BY id
""")
#: 旧画像置非当前(`current_customer_id` 有唯一键,必须先置 0 才能插新的当前版本)。
_SQL_CLEAR_CURRENT = text("""
UPDATE profile_snapshots
SET is_current = 0, current_customer_id = NULL, updated_at = :now
WHERE customer_id = :customer_id AND is_current = 1
""")
_SQL_INSERT_SNAPSHOT = text("""
INSERT INTO profile_snapshots
(profile_uuid, customer_id, version, snapshot, generation_basis, snapshot_hash,
is_current, current_customer_id, generated_at, created_at, updated_at)
VALUES
(:profile_uuid, :customer_id, :version, :snapshot, :generation_basis, :snapshot_hash,
1, :customer_id, :now, :now, :now)
""")
class ProfileRepository:
def __init__(self, session: AsyncSession) -> None:
self._session = session
# --- 只读事实 ---------------------------------------------------------
async def profile_row(self, customer_id: int) -> dict[str, Any] | None:
result = await self._session.execute(_SQL_PROFILE, {"customer_id": customer_id})
row = result.mappings().first()
return dict(row) if row is not None else None
async def latest_assessment(self, customer_id: int) -> dict[str, Any] | None:
result = await self._session.execute(_SQL_ASSESSMENT, {"customer_id": customer_id})
row = result.mappings().first()
return dict(row) if row is not None else None
async def current_snapshot(self, customer_id: int) -> dict[str, Any] | None:
result = await self._session.execute(_SQL_CURRENT_SNAPSHOT, {"customer_id": customer_id})
row = result.mappings().first()
return dict(row) if row is not None else None
async def active_memories(self, customer_id: int) -> list[dict[str, Any]]:
"""该客户所有 `status='active'` 的长期记忆,按 id 稳定排序。"""
result = await self._session.execute(
_SQL_ACTIVE_MEMORIES, {"customer_id": customer_id}
)
return [dict(row) for row in result.mappings().all()]
async def next_version(self, customer_id: int) -> int:
return int(await self._session.scalar(_SQL_NEXT_VERSION, {"customer_id": customer_id}))
# --- 写入(调用方管事务) ---------------------------------------------
async def clear_current(self, customer_id: int, *, now: datetime) -> None:
"""把旧画像的 `is_current` 置 0 —— 必须在插入新版本**之前**调用。
`uk_profile_snapshot_current` 建在 `current_customer_id` 上(唯一),
所以同一客户同时只能有一条 `is_current=1`;顺序颠倒会撞唯一键。
"""
await self._session.execute(_SQL_CLEAR_CURRENT, {"customer_id": customer_id, "now": now})
async def insert_snapshot(
self,
*,
customer_id: int,
version: int,
profile_uuid: str,
snapshot_json: str,
generation_basis_json: str,
snapshot_hash: str,
now: datetime,
) -> None:
await self._session.execute(_SQL_INSERT_SNAPSHOT, {
"profile_uuid": profile_uuid,
"customer_id": customer_id,
"version": version,
"snapshot": snapshot_json,
"generation_basis": generation_basis_json,
"snapshot_hash": snapshot_hash,
"now": now,
})
def add_sync_event(
self,
*,
event_uuid: str,
target_store: str,
aggregate_uuid: str,
aggregate_version: int,
payload: dict[str, Any],
now: datetime,
status: str,
operation: str,
) -> None:
"""追加一条跨存储同步事件。
唯一键 `uk_memory_sync_event (event_uuid, target_store)`:**同一 `event_uuid` 允许
对两个目标库各写一条**,因此 Milvus 与 Neo4j 共用同一个 `event_uuid`。
"""
self._session.add(MemorySyncOutbox(
event_uuid=event_uuid,
aggregate_type="profile",
aggregate_uuid=aggregate_uuid,
aggregate_version=aggregate_version,
target_store=target_store,
operation=operation,
payload=payload,
status=status,
retry_count=0,
created_at=now,
))