袁聪的第一次提交，包含nl2sql,行情数据,场外申购
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@@ -18,6 +18,7 @@ class Settings(BaseSettings):
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mysql_dsn: str
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mysql_pool_size: int = Field(default=5, ge=1)
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mysql_max_overflow: int = Field(default=10, ge=0)
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mysql_pool_pre_ping: bool = False
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mysql_tx_isolation: str = "READ COMMITTED"
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redis_url: str
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redis_connect_timeout_seconds: float = Field(default=2, gt=0)
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@@ -41,6 +42,43 @@ class Settings(BaseSettings):
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worker_lease_seconds: int = Field(default=60, gt=0)
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worker_retry_limit: int = Field(default=3, ge=0)
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worker_poll_seconds: float = Field(default=1, gt=0)
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offsite_mailbox: str = "15273589815@163.com"
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offsite_allowed_senders: tuple[str, ...] = ("15008108550@163.com",)
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offsite_risk_receiver_id: str = ""
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offsite_settlement_receiver_id: str = ""
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offsite_mail_return_receiver: str = "15008108550@163.com"
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offsite_max_retry_count: int = Field(default=3, ge=0)
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offsite_imap_enabled: bool = False
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offsite_imap_host: str = ""
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offsite_imap_port: int = Field(default=993, gt=0)
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offsite_imap_username: str = ""
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offsite_imap_password: str = ""
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offsite_imap_use_ssl: bool = True
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offsite_imap_idle_enabled: bool = False
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offsite_mail_worker_enabled: bool = False
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offsite_mail_worker_batch_size: int = Field(default=20, ge=1, le=100)
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offsite_worker_user_id: str = ""
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offsite_notification_sending_timeout_seconds: int = Field(default=900, gt=0)
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offsite_mail_storage_dir: str = "data/offsite_mail"
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offsite_ocr_enabled: bool = False
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offsite_ocr_timeout_seconds: float = Field(default=30, gt=0)
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offsite_aliyun_ocr_endpoint: str = ""
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offsite_aliyun_access_key_id: str = ""
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offsite_aliyun_access_key_secret: str = ""
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offsite_deepseek_enabled: bool = False
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offsite_deepseek_base_url: str = "https://api.deepseek.com"
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offsite_deepseek_api_key: str = ""
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offsite_deepseek_model: str = "deepseek-v4-flash"
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offsite_deepseek_timeout_seconds: float = Field(default=30, gt=0)
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offsite_smtp_enabled: bool = False
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offsite_smtp_dry_run: bool = True
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offsite_smtp_host: str = ""
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offsite_smtp_port: int = Field(default=465, gt=0)
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offsite_smtp_username: str = ""
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offsite_smtp_password: str = ""
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offsite_smtp_sender: str = ""
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offsite_smtp_use_ssl: bool = True
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offsite_smtp_timeout_seconds: float = Field(default=30, gt=0)
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model_config = SettingsConfigDict(env_file=".env", env_file_encoding="utf-8", extra="ignore")
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@@ -0,0 +1,110 @@
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import re
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DOMAINS: dict[str, set[str]] = {
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"market_nav": {"fin_market_price", "fin_nav_history", "fin_product"},
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"customer_risk": {
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"sys_customer_assignment", "fin_customer_profile", "fin_risk_assessment",
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},
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"product_fee": {"fin_product", "fin_fee_rule"},
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"trading_account": {
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"fin_sim_order", "fin_transaction", "fin_sim_account", "fin_cash_ledger",
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"fin_holding", "fin_product",
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},
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"client_content": {"client_facing_content", "fin_customer_profile"},
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}
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TABLE_COLUMNS: dict[str, set[str]] = {
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"sys_customer_assignment": {
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"id", "customer_id", "employee_id", "employee_role", "assigned_at", "unassigned_at",
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},
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"fin_customer_profile": {
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"customer_id", "trade_account", "real_name", "investor_type", "total_asset",
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"behavior_score", "risk_tags", "opened_at", "updated_at",
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},
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"fin_risk_assessment": {
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"id", "customer_id", "total_score", "investor_type", "assessed_at",
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"valid_until", "created_at",
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},
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"fin_product": {
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"id", "product_code", "product_name", "exchange_code", "product_category",
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"risk_level", "current_nav", "transaction_fee_rate", "status",
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"created_at", "updated_at",
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},
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"fin_fee_rule": {
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"id", "rule_code", "product_id", "exchange_code", "order_side", "customer_tier",
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"fee_rate", "minimum_fee", "fixed_fee", "effective_from", "effective_until",
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"status", "created_at", "updated_at",
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},
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"fin_market_price": {
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"id", "product_id", "trade_date", "open_price", "high_price", "low_price",
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"close_price", "volume", "turnover_amount", "created_at",
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},
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"fin_nav_history": {"id", "product_id", "nav_date", "nav", "created_at"},
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"fin_holding": {
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"id", "customer_id", "trade_account", "product_id", "total_quantity",
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"available_quantity", "frozen_quantity", "market_value", "profit_loss",
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"profit_loss_ratio", "status", "updated_at",
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},
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"fin_transaction": {
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"id", "transaction_no", "order_id", "customer_id", "account_id", "product_id",
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"order_side", "executed_price", "executed_quantity", "gross_amount",
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"fee_amount", "net_amount", "quote_at", "executed_at", "created_at",
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},
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"fin_sim_order": {
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"id", "order_no", "customer_id", "account_id", "product_id", "order_side",
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"price_type", "quantity", "quote_price", "quote_at", "advisor_id",
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"filled_quantity", "status", "submitted_at", "cancelled_at", "created_at",
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"updated_at",
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},
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"fin_sim_account": {
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"id", "account_no", "customer_id", "currency", "cash_balance", "available_cash",
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"frozen_cash", "initial_balance", "status", "version", "created_at", "updated_at",
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},
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"fin_cash_ledger": {
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"id", "ledger_no", "account_id", "transaction_id", "entry_type", "amount",
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"balance_after", "available_cash_after", "frozen_cash_after", "occurred_at",
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"created_at",
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},
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"client_facing_content": {
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"id", "customer_id", "content_type", "draft_content", "review_status",
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"reviewer_user_id", "reviewed_at", "published_at", "created_at", "updated_at",
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},
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}
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ALLOWED_TABLES = set(TABLE_COLUMNS)
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CURRENT_ONLY_TABLES = {"fin_holding", "fin_sim_account", "sys_customer_assignment"}
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BANNED_SQL = re.compile(
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r"\b(INSERT|UPDATE|DELETE|DROP|ALTER|TRUNCATE|CREATE|GRANT|REVOKE|CALL|EXEC|MERGE)\b",
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re.IGNORECASE,
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)
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ALIASES = {
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"sys_customer_assignment": "ca", "fin_customer_profile": "cp",
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"fin_risk_assessment": "ra", "fin_product": "p", "fin_fee_rule": "f",
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"fin_market_price": "m", "fin_nav_history": "n", "fin_holding": "h",
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"fin_transaction": "t", "fin_sim_order": "o", "fin_sim_account": "a",
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"fin_cash_ledger": "l", "client_facing_content": "c",
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}
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JOIN_SQL = {
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("fin_market_price", "fin_product"): "m.product_id = p.id",
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("fin_nav_history", "fin_product"): "n.product_id = p.id",
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("fin_fee_rule", "fin_product"): "f.product_id = p.id",
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("fin_holding", "fin_product"): "h.product_id = p.id",
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("fin_holding", "fin_customer_profile"): "h.customer_id = cp.customer_id",
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("fin_transaction", "fin_product"): "t.product_id = p.id",
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("fin_transaction", "fin_customer_profile"): "t.customer_id = cp.customer_id",
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("fin_transaction", "fin_sim_account"): "t.account_id = a.id",
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("fin_sim_order", "fin_product"): "o.product_id = p.id",
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("fin_sim_order", "fin_customer_profile"): "o.customer_id = cp.customer_id",
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("fin_sim_order", "fin_sim_account"): "o.account_id = a.id",
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("fin_sim_account", "fin_customer_profile"): "a.customer_id = cp.customer_id",
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("fin_cash_ledger", "fin_sim_account"): "l.account_id = a.id",
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("fin_risk_assessment", "fin_customer_profile"): "ra.customer_id = cp.customer_id",
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("sys_customer_assignment", "fin_customer_profile"): "ca.customer_id = cp.customer_id",
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("client_facing_content", "fin_customer_profile"): "c.customer_id = cp.customer_id",
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}
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def alias(table: str) -> str:
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return ALIASES[table]
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@@ -0,0 +1,53 @@
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from typing import Any
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from pydantic import BaseModel, ConfigDict, Field, field_validator
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class FinancialNL2SQLInput(BaseModel):
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"""金融 NL2SQL 公共工具入参；身份和权限只信任 RequestContext。"""
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model_config = ConfigDict(extra="forbid", frozen=True)
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question: str = Field(min_length=1, max_length=500)
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confirmation: str | None = Field(default=None, max_length=200)
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dry_run: bool = False
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limit: int = Field(default=50, ge=1, le=200)
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@field_validator("question")
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@classmethod
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def question_must_not_be_blank(cls, value: str) -> str:
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if not value.strip():
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raise ValueError("question must not be blank")
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return value.strip()
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class FinancialQueryPlan(BaseModel):
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model_config = ConfigDict(extra="forbid", frozen=True)
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intent: str
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domains: tuple[str, ...]
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tables: tuple[str, ...]
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metrics: tuple[str, ...] = ()
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dimensions: tuple[str, ...] = ()
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filters: tuple[dict[str, Any], ...] = ()
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time_mode: str = "none"
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time_column: str | None = None
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start: str | None = None
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end: str | None = None
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limit: int = Field(default=50, ge=1, le=200)
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confidence: float = Field(default=0.0, ge=0, le=1)
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needs_confirmation: bool = False
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confirmation_question: str | None = None
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unsupported_reason: str | None = None
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class FinancialNL2SQLResult(BaseModel):
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model_config = ConfigDict(extra="forbid", frozen=True)
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status: str
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message: str
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data: dict[str, Any] = Field(default_factory=dict)
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query_plan: dict[str, Any] = Field(default_factory=dict)
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sql: str | None = None
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parameters: dict[str, Any] = Field(default_factory=dict)
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audit: dict[str, Any] = Field(default_factory=dict)
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@@ -0,0 +1,48 @@
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"""场外基金申购赎回业务契约。"""
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from decimal import Decimal
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from typing import Literal
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from pydantic import BaseModel, ConfigDict, Field
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DocumentType = Literal["summary", "subscription", "redemption", "other"]
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PlanTaskStatus = Literal["待执行", "执行中", "已完成", "查询失败", "无法判断", "不适用"]
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RuleResultStatus = Literal["正常", "异常", "无法判断"]
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OperationDecision = Literal["确认正常", "确认异常", "未处理"]
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SendStatus = Literal["待发送", "发送中", "发送成功", "发送失败"]
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class RecognizedAttachment(BaseModel):
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model_config = ConfigDict(extra="forbid")
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filename: str = Field(min_length=1, max_length=255)
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file_hash: str = Field(min_length=16, max_length=128)
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original_file_path: str = Field(default="", max_length=500)
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media_type: str = Field(default="application/octet-stream", max_length=128)
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size_bytes: int = Field(default=0, ge=0)
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document_type: DocumentType
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extracted_fields: dict[str, object] = Field(default_factory=dict)
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field_confidence: dict[str, Decimal] = Field(default_factory=dict)
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ocr_text: str = ""
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page_evidence: dict[str, object] = Field(default_factory=dict)
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class ReceiveRecognizedMailRequest(BaseModel):
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model_config = ConfigDict(extra="forbid")
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imap_uid: str = Field(min_length=1, max_length=64)
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message_id: str = Field(min_length=1, max_length=255)
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sender: str = Field(min_length=3, max_length=255)
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return_path: str | None = Field(default=None, max_length=255)
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auth_result: dict[str, object] = Field(default_factory=dict)
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eml_path: str = Field(default="", max_length=500)
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attachments: tuple[RecognizedAttachment, ...]
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class OffsiteDocumentSummary(BaseModel):
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model_config = ConfigDict(extra="forbid")
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task_id: str
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document_type: DocumentType
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status: str
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rule_results: dict[str, RuleResultStatus]
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