diff --git a/alembic/versions/20260916_advisor_service_request.py b/alembic/versions/20260916_advisor_service_request.py
new file mode 100644
index 0000000..d205983
--- /dev/null
+++ b/alembic/versions/20260916_advisor_service_request.py
@@ -0,0 +1,68 @@
+"""create advisor_service_request (客户申报 → 投顾受理)
+
+新增一张表：客户在「我的投顾方案」页主动申报，投顾在工作台受理/驳回。
+表内**新列全部可空或有业务默认**，不改动任何既有表，因此与基线完全兼容。
+
+⚠️ 本表的 `id` 是 `AUTO_INCREMENT`：既有 `fin_*` 表缺自增（`20260914_baseline_auto_increment`
+那次修复之后才补齐），新表直接按现代写法建，不再重复那个坑。
+
+幂等：先查 `information_schema` 再建表 —— 本仓库的 alembic 版本指针与实际结构
+历史上就对不上（指针停在 `20260911_adv_profile_tags`），该表可能已被 DDL 手工建过；
+无条件 `CREATE TABLE` 会在这种环境直接失败。
+"""
+
+from sqlalchemy import text
+
+from alembic import op
+
+revision = "20260916_advisor_service_request"
+down_revision = "20260914_baseline_auto_increment"
+branch_labels = None
+depends_on = None
+
+CREATE_TABLE = """
+CREATE TABLE `advisor_service_request` (
+ `id` BIGINT UNSIGNED NOT NULL AUTO_INCREMENT,
+ `request_no` VARCHAR(32) NOT NULL,
+ `customer_id` BIGINT UNSIGNED NOT NULL,
+ `amount_wan` DECIMAL(14,2) NOT NULL,
+ `horizon` VARCHAR(16) NOT NULL,
+ `risk_preference` VARCHAR(16) NOT NULL,
+ `note` VARCHAR(500) NULL,
+ `status` VARCHAR(24) NOT NULL,
+ `handled_by` BIGINT UNSIGNED NULL,
+ `handled_at` DATETIME NULL,
+ `advisor_note` VARCHAR(500) NULL,
+ `result_content_id` BIGINT UNSIGNED NULL,
+ `created_at` DATETIME NOT NULL,
+ `updated_at` DATETIME NOT NULL,
+ PRIMARY KEY (`id`),
+ UNIQUE KEY `uk_advisor_service_request_no` (`request_no`),
+ KEY `idx_advisor_service_request_customer` (`customer_id`, `status`),
+ KEY `idx_advisor_service_request_advisor` (`status`, `created_at`)
+) ENGINE=InnoDB DEFAULT CHARSET=utf8mb4
+ COMMENT='客户主动申报的投顾服务申请单'
+"""
+
+
+def _exists() -> bool:
+ bind = op.get_bind()
+ return bool(
+ bind.execute(
+ text(
+ "SELECT COUNT(*) FROM information_schema.TABLES "
+ "WHERE TABLE_SCHEMA = DATABASE() AND TABLE_NAME = 'advisor_service_request'"
+ )
+ ).scalar()
+ )
+
+
+def upgrade() -> None:
+ if _exists():
+ return
+ op.execute(CREATE_TABLE)
+
+
+def downgrade() -> None:
+ # 表里是客户主动提交的申请，**不做自动删表**：需要回退请人工确认后执行。
+ raise RuntimeError("advisor_service_request must not be dropped automatically")
diff --git a/app/api/controllers/advisor_service_requests.py b/app/api/controllers/advisor_service_requests.py
new file mode 100644
index 0000000..415c42d
--- /dev/null
+++ b/app/api/controllers/advisor_service_requests.py
@@ -0,0 +1,85 @@
+"""客户申报投顾方案 + 投顾受理审批 的 HTTP 入口（`docs/05` 未登记的 AD 段新端点）。
+
+| 段 | 端点 | 权限码 | 摘要 |
+|---|---|---|---|
+| 客户 | `POST /api/v1/users/me/advisor-requests` | `advisor-request:write:self` | 提交申报 |
+| 客户 | `GET /api/v1/users/me/advisor-requests` | `advisor-request:read:self` | 我的申报（含状态） |
+| 投顾 | `GET /api/v1/advisor/service-requests` | `advisor-request:read` | 名下客户的申报队列 |
+| 投顾 | `POST /api/v1/advisor/service-requests/{request_no}/reviews` | `advisor-request:review` | 受理 / 驳回 |
+
+客户侧刻意**不挂投顾灰度闸门**（`enforce_advisor_rollout`）—— 那是投顾业务的灰度，
+客户提交自己的服务申请不该被它拦下；投顾侧照旧挂上。
+"""
+
+from __future__ import annotations
+
+from fastapi import APIRouter, Depends, Header, Path
+
+from app.api.dependencies.auth import build_request_context
+from app.api.dependencies.rate_limit import enforce_rate_limit
+from app.core.contracts import RequestContext
+from app.core.errors import ValidationAgentError
+from app.service.advisor_rollout_service import enforce_advisor_rollout
+from app.service.advisor_service_request_service import (
+ AdvisorServiceRequestCreate,
+ AdvisorServiceRequestService,
+)
+
+client_router = APIRouter(
+ prefix="/api/v1/users/me",
+ tags=["advisor-service-requests"],
+ dependencies=[Depends(enforce_rate_limit)],
+)
+advisor_router = APIRouter(
+ prefix="/api/v1/advisor",
+ tags=["advisor-service-requests"],
+ dependencies=[Depends(enforce_rate_limit), Depends(enforce_advisor_rollout)],
+)
+
+
+@client_router.post("/advisor-requests")
+async def create_advisor_request(
+ payload: AdvisorServiceRequestCreate,
+ context: RequestContext = Depends(build_request_context), # noqa: B008
+ key: str | None = Header(default=None, alias="Idempotency-Key"),
+) -> dict[str, object]:
+ """客户主动申报投顾方案（需已完成且未过期的风险测评）。"""
+ return await AdvisorServiceRequestService().create(payload, context, key)
+
+
+@client_router.get("/advisor-requests")
+async def my_advisor_requests(
+ context: RequestContext = Depends(build_request_context), # noqa: B008
+) -> dict[str, object]:
+ """我的申报单（待受理 / 已受理 / 已发送 / 已驳回）。"""
+ return await AdvisorServiceRequestService().list_mine(context)
+
+
+@advisor_router.get("/service-requests")
+async def advisor_service_request_queue(
+ context: RequestContext = Depends(build_request_context), # noqa: B008
+) -> dict[str, object]:
+ """名下客户提交的申报队列（待受理排前面）。"""
+ return await AdvisorServiceRequestService().queue(context)
+
+
+@advisor_router.post("/service-requests/{request_no}/reviews")
+async def review_advisor_service_request(
+ payload: dict[str, object],
+ request_no: str = Path(min_length=8, max_length=32),
+ context: RequestContext = Depends(build_request_context), # noqa: B008
+ key: str | None = Header(default=None, alias="Idempotency-Key"),
+) -> dict[str, object]:
+ """受理（**自动生成方案草稿**）或驳回客户的申报。
+
+ 受理后投顾仍需走既有的「审核通过 → 发送给客户」，方案才会到客户手里。
+ """
+ decision = payload.get("decision")
+ if decision not in {"accepted", "rejected"}:
+ raise ValidationAgentError("decision 必须为 accepted 或 rejected")
+ comment = payload.get("comment", "")
+ if not isinstance(comment, str):
+ raise ValidationAgentError("comment 必须是字符串")
+ return await AdvisorServiceRequestService().review(
+ request_no, str(decision), comment, context, key
+ )
diff --git a/app/model/advisor_service_request.py b/app/model/advisor_service_request.py
new file mode 100644
index 0000000..6e10e1a
--- /dev/null
+++ b/app/model/advisor_service_request.py
@@ -0,0 +1,41 @@
+"""客户主动申报投顾方案 → 投顾受理审批 的工单模型。"""
+
+from datetime import datetime
+from decimal import Decimal
+
+from sqlalchemy import BigInteger, DateTime, Numeric, String
+from sqlalchemy.orm import Mapped, mapped_column
+
+from app.model.base import Base
+
+#: 状态机（`pending --受理--> accepted` / `pending --驳回--> rejected`）。
+#: 「已发送给客户」不单独存状态：它由 `result_content_id` 指向的方案是否已发布**推导**出来
+#: （见 `AdvisorServiceRequestService._view`），避免两处状态各写各的而对不上。
+PENDING = "pending"
+ACCEPTED = "accepted"
+REJECTED = "rejected"
+DELIVERED = "delivered"
+
+
+class AdvisorServiceRequest(Base):
+ """客户在「我的投顾方案」页发起的服务申请单。"""
+
+ __tablename__ = "advisor_service_request"
+
+ #: 本表是本轮新建的，**带上 AUTO_INCREMENT** —— 既有 `fin_*` 表缺自增
+ #: 导致"不给 id 就插不进去"的坑，新表不再重复踩。
+ id: Mapped[int] = mapped_column(BigInteger, primary_key=True, autoincrement=True)
+ request_no: Mapped[str] = mapped_column(String(32), unique=True, nullable=False)
+ customer_id: Mapped[int] = mapped_column(BigInteger, nullable=False)
+ amount_wan: Mapped[Decimal] = mapped_column(Numeric(14, 2), nullable=False)
+ horizon: Mapped[str] = mapped_column(String(16), nullable=False)
+ risk_preference: Mapped[str] = mapped_column(String(16), nullable=False)
+ note: Mapped[str | None] = mapped_column(String(500))
+ status: Mapped[str] = mapped_column(String(24), nullable=False)
+ handled_by: Mapped[int | None] = mapped_column(BigInteger)
+ handled_at: Mapped[datetime | None] = mapped_column(DateTime)
+ advisor_note: Mapped[str | None] = mapped_column(String(500))
+ #: 受理时自动生成的方案（`client_facing_content.id`）；驳回时为 None。
+ result_content_id: Mapped[int | None] = mapped_column(BigInteger)
+ created_at: Mapped[datetime] = mapped_column(DateTime, nullable=False)
+ updated_at: Mapped[datetime] = mapped_column(DateTime, nullable=False)
diff --git a/app/service/advisor_service_request_service.py b/app/service/advisor_service_request_service.py
new file mode 100644
index 0000000..813f1b3
--- /dev/null
+++ b/app/service/advisor_service_request_service.py
@@ -0,0 +1,303 @@
+"""客户主动申报投顾方案 → 投顾受理审批。
+
+## 流程
+
+ 客户「我的投顾方案」页提交申报（金额/期限/风险偏好/备注）
+ → 落 `advisor_service_request`（status=pending）
+ → 投顾工作台「客户申报」看到待办
+ → 投顾受理：**自动跑一次推荐**，生成一份 pending_review 的方案草稿，
+ 并把草稿 id 记进 `result_content_id`（status=accepted）
+ → 投顾随后走既有的「审核通过 → 发送给客户」
+ → 客户在「我的投顾方案」看到方案（status 呈现为 delivered）
+
+## 两条前置/边界
+
+1. **申报前置**：必须已完成风险测评且未失效（FM-03：12 个月）。服务端判，
+ 不依赖前端闸门 —— 前端只是体验层。
+2. **归属**：投顾只能处理**名下客户**的申报，复用
+ `ProductRecommendationService._visible_customer_ids`（本人 + `sys_customer_assignment`），
+ 与已发布方案/历史记录同一把尺子。
+
+## 状态不重复存
+
+「已发送给客户」不单独存状态，而是由 `result_content_id` 指向的方案是否已发布
+**推导**（见 `_view`）—— 两处各存一份必然对不上。
+"""
+
+from __future__ import annotations
+
+import logging
+import uuid
+from datetime import UTC, datetime, timedelta
+from decimal import Decimal
+from typing import Any
+
+from pydantic import BaseModel, ConfigDict, Field
+from sqlalchemy import select
+
+from app.core.contracts import RequestContext
+from app.core.errors import (
+ ForbiddenAgentError,
+ GenericResourceNotFoundError,
+ InvalidStateError,
+ ValidationAgentError,
+)
+from app.core.product_recommendation_contracts import ProductRecommendationQuery
+from app.infrastructure.db import SessionFactory
+from app.model.advisor_service_request import (
+ ACCEPTED,
+ DELIVERED,
+ PENDING,
+ REJECTED,
+ AdvisorServiceRequest,
+)
+from app.model.investment_goal import ClientFacingContent
+from app.service.api_transaction_service import ApiTransactionService
+from app.service.authorization_service import AuthorizationService
+from app.service.product_recommendation_service import ProductRecommendationService
+from app.service.suitability_service import SuitabilityService
+
+logger = logging.getLogger(__name__)
+
+#: 与投顾工作台左栏表单的选项一致；服务端仍要校验一次（前端只是体验层）。
+HORIZONS: tuple[str, ...] = ("<1年", "1-3年", "3-5年", ">5年")
+RISK_PREFERENCES: tuple[str, ...] = ("稳健", "平衡", "进取")
+
+#: FM-03：风险测评 12 个月失效。
+ASSESSMENT_VALID_DAYS = 365
+
+
+def _naive_utc(value: datetime) -> datetime:
+ """归一成 **UTC naive** 再比较。
+
+ 适配器返回的时间可能带 tz（`valid_until`），而 `now` 是 naive ——
+ 直接比较会 `TypeError: can't compare offset-naive and offset-aware datetimes`。
+ """
+ if value.tzinfo is None:
+ return value
+ return value.astimezone(UTC).replace(tzinfo=None)
+
+#: 受理时推荐逻辑的前置失败 → 给投顾看得懂的话（`generate` 的 early return 状态码）。
+GENERATE_FAILURES: dict[str, str] = {
+ "profile_required": "客户尚未完成风险测评，无法生成方案",
+ "investment_goal_required": "客户暂无已确认投资目标，请先录入并确认目标",
+ "recommendation_input_invalid": "客户投资目标数据不完整，无法生成方案",
+}
+
+
+class AdvisorServiceRequestCreate(BaseModel):
+ model_config = ConfigDict(extra="forbid", frozen=True)
+
+ amount_wan: float = Field(gt=0, le=1_000_000, description="拟投资金额（万元）")
+ horizon: str = Field(description="投资期限")
+ risk_preference: str = Field(description="风险偏好")
+ note: str | None = Field(default=None, max_length=500, description="补充说明")
+
+
+class AdvisorServiceRequestService:
+ # ---- 客户侧 ----
+
+ async def create(
+ self, payload: AdvisorServiceRequestCreate, context: RequestContext, key: str | None
+ ) -> dict[str, object]:
+ await AuthorizationService.require(context, "advisor-request:write:self")
+ if payload.horizon not in HORIZONS:
+ raise ValidationAgentError(f"投资期限只能是 {list(HORIZONS)} 之一")
+ if payload.risk_preference not in RISK_PREFERENCES:
+ raise ValidationAgentError(f"风险偏好只能是 {list(RISK_PREFERENCES)} 之一")
+ customer_id = int(context.user_id)
+ await self._require_valid_assessment(customer_id)
+
+ async def operation(session: Any) -> dict[str, object]:
+ now = datetime.now(UTC).replace(tzinfo=None)
+ # 同一客户同一秒可能连点两次：后缀加短随机码，避免撞 `request_no` 唯一键。
+ request_no = f"ASR-{customer_id}-{now:%y%m%d%H%M%S}-{uuid.uuid4().hex[:4].upper()}"
+ row = AdvisorServiceRequest(
+ request_no=request_no,
+ customer_id=customer_id,
+ amount_wan=Decimal(str(payload.amount_wan)),
+ horizon=payload.horizon,
+ risk_preference=payload.risk_preference,
+ note=payload.note,
+ status=PENDING,
+ created_at=now,
+ updated_at=now,
+ )
+ session.add(row)
+ await session.flush()
+ return {
+ "data": {"request_no": request_no, "status": PENDING},
+ "meta": {"trace_id": context.trace_id},
+ }
+
+ return await ApiTransactionService().execute(
+ context,
+ f"advisor-request:create:{customer_id}",
+ key,
+ payload.model_dump(mode="json"),
+ operation,
+ )
+
+ async def list_mine(self, context: RequestContext) -> dict[str, object]:
+ await AuthorizationService.require(context, "advisor-request:read:self")
+ rows = await self._fetch(customer_ids=[int(context.user_id)])
+ rows.sort(key=lambda row: row.created_at, reverse=True)
+ return {"data": await self._views(rows), "meta": {"trace_id": context.trace_id}}
+
+ # ---- 投顾侧 ----
+
+ async def queue(self, context: RequestContext) -> dict[str, object]:
+ await AuthorizationService.require(context, "advisor-request:read")
+ customer_ids = list(ProductRecommendationService._visible_customer_ids(context))
+ rows = await self._fetch(customer_ids=customer_ids)
+ # 待受理排前面，其余按时间倒序 —— 投顾打开面板先看到"要动手的"。
+ rows.sort(key=lambda row: (row.status != PENDING, -row.created_at.timestamp()))
+ return {"data": await self._views(rows), "meta": {"trace_id": context.trace_id}}
+
+ async def review(
+ self,
+ request_no: str,
+ decision: str,
+ comment: str,
+ context: RequestContext,
+ key: str | None,
+ ) -> dict[str, object]:
+ await AuthorizationService.require(context, "advisor-request:review")
+ if decision not in {"accepted", "rejected"}:
+ raise ValidationAgentError("decision 必须为 accepted 或 rejected")
+
+ async with SessionFactory() as session:
+ existing = await session.scalar(
+ select(AdvisorServiceRequest).where(
+ AdvisorServiceRequest.request_no == request_no
+ )
+ )
+ if existing is None:
+ raise GenericResourceNotFoundError("申报单不存在")
+ visible = set(ProductRecommendationService._visible_customer_ids(context))
+ if existing.customer_id not in visible:
+ raise ForbiddenAgentError("无权处理该客户的申报")
+ if existing.status != PENDING:
+ raise InvalidStateError("该申报单已被处理")
+
+ content_id: int | None = None
+ if decision == "accepted":
+ content_id = await self._generate_draft_plan(request_no, existing.customer_id, context)
+
+ async def operation(session: Any) -> dict[str, object]:
+ row = await session.get(AdvisorServiceRequest, existing.id, with_for_update=True)
+ if row is None or row.status != PENDING:
+ raise InvalidStateError("该申报单已被处理")
+ now = datetime.now(UTC).replace(tzinfo=None)
+ row.status = ACCEPTED if decision == "accepted" else REJECTED
+ row.handled_by = int(context.user_id)
+ row.handled_at = now
+ row.advisor_note = comment or None
+ row.result_content_id = content_id
+ row.updated_at = now
+ await session.flush()
+ return {
+ "data": {
+ "request_no": row.request_no,
+ "status": row.status,
+ "result_content_id": str(content_id) if content_id else None,
+ },
+ "meta": {"trace_id": context.trace_id},
+ }
+
+ return await ApiTransactionService().execute(
+ context,
+ f"advisor-request:{request_no}:review",
+ key,
+ {"decision": decision, "comment": comment},
+ operation,
+ )
+
+ # ---- 内部 ----
+
+ async def _require_valid_assessment(self, customer_id: int) -> None:
+ """申报前置：必须已完成风险测评且未失效（FM-03：12 个月）。"""
+ profile = await SuitabilityService().authority_for_customer(customer_id)
+ if profile.customer_risk_level is None:
+ raise InvalidStateError("请先完成风险测评，再申报投顾方案")
+ now = datetime.now(UTC).replace(tzinfo=None)
+ if profile.valid_until is not None:
+ if _naive_utc(profile.valid_until) < now:
+ raise InvalidStateError("风险测评已过期，请重新测评后再申报")
+ return
+ # 没写有效期时按 FM-03 的 12 个月口径兜底 —— 与前端熔断规则同一口径。
+ if (
+ profile.assessed_at is not None
+ and now - _naive_utc(profile.assessed_at) > timedelta(days=ASSESSMENT_VALID_DAYS)
+ ):
+ raise InvalidStateError("风险测评已超过 12 个月，请重新测评后再申报")
+
+ async def _generate_draft_plan(
+ self, request_no: str, customer_id: int, context: RequestContext
+ ) -> int:
+ """受理时自动出草稿：沿用既有推荐逻辑（硬约束 + 适当性 + 排序 + LLM 依据）。"""
+ result = await ProductRecommendationService(
+ enforce_profile_governance=True
+ ).generate(
+ ProductRecommendationQuery(customer_id=customer_id, limit=3),
+ context,
+ f"advisor-request-{request_no}-generate",
+ )
+ status = result.get("status")
+ if isinstance(status, str) and status in GENERATE_FAILURES:
+ raise InvalidStateError(GENERATE_FAILURES[status])
+ payload = result.get("data")
+ content_id = str((payload or {}).get("content_id") or "") if isinstance(payload, dict) else ""
+ if not content_id.isdigit():
+ raise InvalidStateError("方案生成未返回方案编号，请稍后重试")
+ return int(content_id)
+
+ @staticmethod
+ async def _fetch(customer_ids: list[int]) -> list[AdvisorServiceRequest]:
+ if not customer_ids:
+ return []
+ async with SessionFactory() as session:
+ return list(
+ await session.scalars(
+ select(AdvisorServiceRequest)
+ .where(AdvisorServiceRequest.customer_id.in_(customer_ids))
+ .order_by(AdvisorServiceRequest.created_at.desc())
+ .limit(50)
+ )
+ )
+
+ @staticmethod
+ async def _views(rows: list[AdvisorServiceRequest]) -> list[dict[str, object]]:
+ """补上「方案是否已发布」——`delivered` 是**推导**出来的，不单独存状态。"""
+ content_ids = [row.result_content_id for row in rows if row.result_content_id]
+ published: dict[int, bool] = {}
+ if content_ids:
+ async with SessionFactory() as session:
+ found = (
+ await session.execute(
+ select(ClientFacingContent.id, ClientFacingContent.published_at).where(
+ ClientFacingContent.id.in_(content_ids)
+ )
+ )
+ ).all()
+ published = {int(cid): published_at is not None for cid, published_at in found}
+ views: list[dict[str, object]] = []
+ for row in rows:
+ delivered = bool(
+ row.result_content_id and published.get(int(row.result_content_id))
+ )
+ status = DELIVERED if delivered else row.status
+ views.append({
+ "request_no": row.request_no,
+ "customer_id": str(row.customer_id),
+ "amount_wan": float(row.amount_wan),
+ "horizon": row.horizon,
+ "risk_preference": row.risk_preference,
+ "note": row.note,
+ "status": status,
+ "advisor_note": row.advisor_note,
+ "handled_at": row.handled_at.isoformat() if row.handled_at else None,
+ "result_content_id": str(row.result_content_id) if row.result_content_id else None,
+ "created_at": row.created_at.isoformat() if row.created_at else None,
+ })
+ return views
diff --git a/app/static/portal/common/api-client.js b/app/static/portal/common/api-client.js
index 60e6bac..218a403 100644
--- a/app/static/portal/common/api-client.js
+++ b/app/static/portal/common/api-client.js
@@ -93,11 +93,27 @@ const ENDPOINTS = Object.freeze({
T008: { method: 'GET', path: '/api/v1/users/me/transactions/{transactionNo}' },
T009: { method: 'GET', path: '/api/v1/users/me/cash-ledger' },
ADVISOR_PUBLISHED: { method: 'GET', path: '/api/v1/advisor/recommendations/published' },
+ // 历史方案留档（本人 + 名下客户、**全部状态**，含待审/已驳回）。投顾工作台
+ // 「历史方案记录」面板用；与 ADVISOR_PUBLISHED 的区别只在状态口径（后者只给已发布）。
+ ADVISOR_HISTORY: { method: 'GET', path: '/api/v1/advisor/recommendations/history' },
// 投顾自助审核/发布自己生成的推荐方案（2026-09-14 起）：
// 服务层不再额外要求 admin 角色，但仍要求 `product-recommendation:review` /
// `product-recommendation:publish` 两个权限码（仅 advisor 与 admin 持有）。
ADVISOR_REVIEW_RECOMMENDATION: { method: 'POST', path: '/api/v1/advisor/recommendations/{contentId}/reviews', idempotent: true },
ADVISOR_PUBLISH_RECOMMENDATION: { method: 'POST', path: '/api/v1/advisor/recommendations/{contentId}/publications', idempotent: true },
+ // 删除推荐方案（历史记录里的「删除」）。仅推荐方案可删 —— 投资方案书被
+ // `advisor_investment_goal.goal_book_content_id`（NO ACTION 外键）引用，删不掉。
+ // 权限码 `product-recommendation:delete`（advisor 与 admin 持有）。
+ ADVISOR_DELETE_RECOMMENDATION: { method: 'DELETE', path: '/api/v1/advisor/recommendations/{contentId}', idempotent: true },
+ // 客户侧：**本人**已发布的投顾交付物（推荐方案 + 投资方案书）。
+ // 是投顾「发送给客户」的落点，见 `customer/advisor-plans/`。
+ MY_ADVISOR_CONTENTS: { method: 'GET', path: '/api/v1/users/me/advisor-contents' },
+ // 客户**主动申报**投顾方案（本人提交 / 查看自己的申报状态）。
+ MY_ADVISOR_REQUESTS: { method: 'GET', path: '/api/v1/users/me/advisor-requests' },
+ ADVISOR_REQUEST_CREATE: { method: 'POST', path: '/api/v1/users/me/advisor-requests', idempotent: true },
+ // 投顾侧：名下客户的申报队列 + 受理/驳回（**受理会自动生成一份待审方案草稿**）。
+ ADVISOR_SERVICE_REQUESTS: { method: 'GET', path: '/api/v1/advisor/service-requests' },
+ ADVISOR_SERVICE_REQUEST_REVIEW: { method: 'POST', path: '/api/v1/advisor/service-requests/{requestNo}/reviews', idempotent: true },
// ⚠️ 保留：前端契约测试（`tests/unit/api/test_portal_frontend.py`）把"页面会用到的端点"
// 固定成一张清单，**删注册会破坏它**。它对应 AD002，当前页面确实没调用
// （投顾本人没有"自己的投资目标"，调它返回 404）—— 但**注册与调用是两件事**。
diff --git a/app/static/portal/employee-advisor/dashboard/dashboard.js b/app/static/portal/employee-advisor/dashboard/dashboard.js
index 50885df..e7d5f26 100644
--- a/app/static/portal/employee-advisor/dashboard/dashboard.js
+++ b/app/static/portal/employee-advisor/dashboard/dashboard.js
@@ -1,14 +1,14 @@
-// 投顾工作台。本文件只做**组合**，能力拆在五个模块里：
+// 投顾工作台。本文件只做**组合**，能力拆在六个模块里：
//
// · advisor-config.js 文案 / 操作 / 熔断规则 / 演示数据的唯一来源
// · advisor-engine.js 本地演示引擎（纯函数：后端无接口的两个操作 + 离线回退）
// · customer-module.js 我的客户列表与选中客户（整个工作台的上下文）
// · actions-module.js 七项操作：表单、请求、熔断闸门、结果渲染
-// · published-module.js 已发布交付物（只读列表）
+// · history-module.js 历史方案记录（只读列表：全部状态的方案与方案书）
// · assistant-module.js 统一对话入口（前端意图路由）
//
// 构图：**左栏（投顾身份 / 我的客户+参数+动作按钮+自然语言输入 / 执行日志）+
-// 主区（推荐流水线 / 结果 / 已发布交付物）**。结果与对话回答共用同一个容器。
+// 主区（推荐流水线 / 结果 / 历史方案记录）**。结果与对话回答共用同一个容器。
//
// 每个模块各自 import 它需要的公共件（apiClient / formatters / state-view），
// 本层不再重复 import —— 同一个东西两处 import，改一处漏一处是这类拆分的典型退化。
@@ -28,16 +28,17 @@
// —— 版本号不一致会让同一个文件被两个 URL 引入，模块被实例化成两份。
// （import 说明符是静态的，没法用变量拼，只能逐处写。）
import { clearAuthSession, getAccessToken, getAuthContext, requireAdvisor } from '/static/portal/common/auth.js?v=20260913';
-import { apiClient } from '/static/portal/common/api-client.js?v=20260914-3';
+import { apiClient } from '/static/portal/common/api-client.js?v=20260916-history3';
import { escapeHtml } from '/static/portal/common/formatters.js?v=20260913';
import { mountShell } from '/static/portal/common/layout/app-shell.js';
import { renderLoading } from '/static/portal/common/state-view.js?v=20260913';
import { METRIC_HINTS, PIPELINE_STEPS } from './advisor-config.js?v=20260914-advisor9';
import { assessmentFuseHits } from './advisor-engine.js?v=20260914-advisor9';
-import { createActionsModule } from './actions-module.js?v=20260914-advisor9';
+import { createActionsModule } from './actions-module.js?v=20260916-plan3';
import { createAssistantModule } from './assistant-module.js?v=20260914-advisor9';
import { createCustomerModule } from './customer-module.js?v=20260914-advisor9';
-import { createPublishedModule } from './published-module.js?v=20260914-advisor9';
+import { createHistoryModule } from './history-module.js?v=20260916-history3';
+import { createServiceRequestModule } from './service-request-module.js?v=20260916-plan3';
const DEMO_MODE = new URLSearchParams(window.location.search).get('demo') === '1';
@@ -106,7 +107,7 @@ function start(context) {
//
// 形态与「平台治理工作台」「风险工作台」一致：label / value / meta 三元组。
// 数据分两批到：客户相关的一开始就能算（本地数据），已发布方案数要等接口回来
- // （见下面 `published` 的 `onClick` 回调）。所以先渲染一次、拿到数再渲染一次，
+ // （见下方 `ADVISOR_PUBLISHED` 取数）。所以先渲染一次、拿到数再渲染一次，
// 单张卡在非登录态显示「--」而不是假 0 —— 0 和「不知道」是两回事。
const metricBox = document.querySelector('[data-advisor-metrics]');
let publishedCount = null;
@@ -163,11 +164,6 @@ function start(context) {
online,
});
- const published = createPublishedModule({
- list: document.querySelector('[data-recommendations]'),
- onClick: (count) => { publishedCount = count; renderMetrics(); },
- });
-
const assistant = createAssistantModule({
log,
output: document.querySelector('[data-action-output]'),
@@ -178,24 +174,41 @@ function start(context) {
online,
});
- document.querySelector('[data-refresh]').addEventListener('click', () => published.load());
+ // 历史方案记录（只读 + 详情弹窗）：与其它模块无耦合，独立取数即可。
+ const history = createHistoryModule({
+ list: document.querySelector('[data-history]'),
+ dialog: document.querySelector('[data-history-dialog]'),
+ });
+
+ // 客户申报队列：受理即自动生成方案草稿（后端跑既有推荐逻辑）。
+ const serviceRequests = createServiceRequestModule({
+ list: document.querySelector('[data-service-requests]'),
+ });
+
actions.bind();
assistant.bind();
+ document.querySelector('[data-history-refresh]').addEventListener('click', () => history.load());
+ document.querySelector('[data-service-request-refresh]')
+ ?.addEventListener('click', () => serviceRequests.load());
document.querySelector('[data-boot-hint]')?.remove();
customers.render();
renderMetrics();
if (online()) {
- // 已发布交付物只在登录后才有意义；顺手用它的成败判断后端是否在线 ——
- // 比单独打一次 /health 更省一次请求，失败时也仍然有降级文案。
- published.load().then(() => {
- apiClient.get('HEALTH')
- .then(() => { backendOnline = true; setStatus('后端在线 · FastAPI', null); renderMetrics(); })
- .catch(() => { backendOnline = false; setStatus('后端未连接 · 本地引擎', 'medium'); renderMetrics(); });
- });
+ // 历史方案记录 + 顶部「已发布方案数」指标卡都要真实后端；后端在线与否由 /health 判断。
+ history.load();
+ serviceRequests.load();
+ apiClient.get('ADVISOR_PUBLISHED')
+ .then((response) => { publishedCount = Array.isArray(response.data) ? response.data.length : 0; renderMetrics(); })
+ .catch(() => { publishedCount = 0; renderMetrics(); });
+ apiClient.get('HEALTH')
+ .then(() => { backendOnline = true; setStatus('后端在线 · FastAPI', null); renderMetrics(); })
+ .catch(() => { backendOnline = false; setStatus('后端未连接 · 本地引擎', 'medium'); renderMetrics(); });
} else {
backendOnline = false;
+ history.showPlaceholder();
+ serviceRequests.showPlaceholder();
renderMetrics();
actions.execute('recommend');
}
diff --git a/app/static/portal/employee-advisor/dashboard/index.html b/app/static/portal/employee-advisor/dashboard/index.html
index 0bac14d..9e6c9bd 100644
--- a/app/static/portal/employee-advisor/dashboard/index.html
+++ b/app/static/portal/employee-advisor/dashboard/index.html
@@ -6,7 +6,8 @@
投顾工作台 · 南方财富
-
+
+
@@ -116,14 +117,31 @@
-
+
+
+
+
+
+
-
+
+
+
+