客服 Agent 重构收口：五出口决策链 + 知识库档位隔离 + 前端入参边界（答辩演示版本）
一、客服 Agent 智能增强（正面回应"不智能、动不动就转人工"）
- 决策链由 2 个出口扩到 5 个：E1 澄清 / E2 计算型 / E3 知识直返 / E4 证据约束生成 / E5 分级回退
- 转人工从"默认动作"降为最后一档 E5c，只保留 4 类白名单：
P0 反诈 / P1 账户与个人数据 / P2 写操作与争议 / 用户明确要求人工
- 46 条金标实测（修复前 → 修复后）：
转人工率 43.5% → 10.9%；出口准确率 45.7% → 100%；事实正确率 69.6% → 100%
禁忌违反 1 → 0；档位越权 / 无出处数字 / 误拒 四项零容忍全 0
- 安全不变量 INV-1~INV-5；零容忍规则未删，改的是挂载点
（输出侧字面黑名单 → 检索层档位隔离 + 判定层合规词表 + 输出守护）
二、知识库：档位单点化与物理隔离
- 新增 app/core/knowledge_tier.py 作为档位规则唯一落点（G-03），
knowledge_contracts.py 原定义块改为显式再导出（X as X，非副本）
- 档位过滤由 bool 默认值（fail-open）改为 tiers 必填集合（缺参即 TypeError）
- Milvus 侧四集合按 visibility 分区键物理隔离；双 schema 收敛为一套
- 新增 app/core/actor.py：访客三元组与匿名判定的唯一构造/判定点（G-01/G-01b）
- 新增 app/core/fund_fee_rules.py：费率计算纯函数
三、前端入参边界对齐（本轮 W11 新修，4 处"校验宽于存储"）
- message 加 max_length=8000（与浮窗 widget.js 的 maxlength 一致）
- session_id 加 1—64；idempotency_key 上限 128 → 64（对齐列宽 String(64)）
- feedback_type 加 max_length=32（对齐列宽 String(32)）
- 8 条路径参数补 min_length=1 + max_length=64 + 字符集正则
（{session_id} / {run_id} / {handover_id}）
- 改前超限值会落到 MySQL 才失败（500）；改后一律 422 AGENT_INPUT_INVALID + 字段级定位
- 新增 tests/unit/api/test_frontend_boundaries.py（33 例），含"端点表 ↔ OpenAPI 全量对照"
四、投顾模块整体清除（D4.4 / D4.5）
- 删除投顾相关 controller / schema / model / repository / service 及门户页面
- tools/portal_api_check.py 同步作废 AD003/AD005/AD011/A047 四条用例与 advisor_t 登录
（端点与账号均已不存在，此前稳定报 3 条假红）
五、验证（提交前实测）
- pytest -q：1856 passed / 2 skipped / 0 failed
- ruff check app tools tests：19（= 基线）；mypy app：2（= 基线）
- 前端接口契约体检 portal_api_check.py：38 项，通过 34，失败 0，跳过 4
- 全链路冒烟 e2e_smoke_test.py --read-only：31/31
- HTTP 全链路探针 http_probe.py：11/11 succeeded
- 跨文档一致性 _consistency.py：GATE PASS
- 真机边界复验 12 条：12/12 符合预期
六、纪律与文档
- 可改文件白名单 A-09（docs/46）与底座会签申请单 A-10（docs/47，组 1—组 4 全部受理）
- 零 DDL：未新增/修改任何表结构，89 张业务表与基线一致
- 证据留痕：docs/evidence/**（含 46 条金标 score、快照、清除与重建记录）
- 未提交（刻意排除，见提交说明）：仓库内 客服agent/ 与 开发文档/ 是 2026-09-16 前的
过期副本（Todolist 440 行 vs 权威 D2.1 1167 行），权威正本在仓库外；
_chunks_report.txt 是 tools/build_knowledge_chunks.py 生成的本地产物
This commit is contained in:
张胜宇
@@ -7,7 +7,6 @@ import pytest
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from app.core.contracts import AgentResult, CoreResult, RequestContext
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from app.model.platform import HandoverTicket
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from app.service.customer_service_session_memory_service import CustomerServiceSessionTurn
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from app.service.memory_recall_service import MemoryRecallService
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from app.service.model_gateway import ModelGenerationService
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from app.worker.runtime import WorkerRuntime
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@@ -53,7 +52,7 @@ def test_visitor_does_not_request_memory_extraction() -> None:
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result = AgentResult(run_id="visitor-run", result=CoreResult(text="公开答复"))
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requested = WorkerRuntime.should_request_memory_extraction(
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agent_type="customer_service", context=context,
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agent_type="advisor", context=context,
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message="我的风险偏好是稳健型",
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result=result,
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business_events=(),
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@@ -62,32 +61,36 @@ def test_visitor_does_not_request_memory_extraction() -> None:
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assert requested is False
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def test_authenticated_customer_service_does_not_request_memory_extraction() -> None:
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"""客服消息即使命中长期记忆信号，也不能进入客户画像抽取队列。"""
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def test_customer_service_never_requests_memory_extraction() -> None:
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"""`DEC-19`：客服不写长期记忆——命中偏好信号、甚至带业务事件也不入抽取队列。"""
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context = RequestContext(
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user_id="7", trace_id="customer-trace", roles=("customer",),
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user_id="9001", trace_id="cs-memory-trace", roles=("customer",),
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permissions=("agent:run",), data_scope="self",
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)
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result = AgentResult(run_id="customer-run", result=CoreResult(text="公开答复"))
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result = AgentResult(run_id="cs-memory-run", result=CoreResult(text="客服答复"))
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requested = WorkerRuntime.should_request_memory_extraction(
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agent_type="customer_service", context=context, message="我的风险偏好是稳健型",
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result=result, business_events=("trade.completed",),
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)
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def decision(agent_type: str) -> bool:
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return WorkerRuntime.should_request_memory_extraction(
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agent_type=agent_type, context=context,
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message="我的风险偏好是稳健型，只买货币基金",
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result=result, business_events=("trade.completed",),
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)
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assert requested is False
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assert decision("customer_service") is False
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# 对照组：闸门只拦客服，不能顺手把其它 Agent 的长期记忆一起关掉。
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assert decision("risk_agent") is True
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def test_authenticated_customer_service_requests_profile_candidate() -> None:
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"""已登录客户明确陈述偏好时只生成候选，不复用正式记忆事件。"""
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def test_customer_service_never_produces_profile_candidate() -> None:
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"""`DEC-19`：客服不产生画像候选，已登录客户陈述偏好也不产候选。"""
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context = RequestContext(
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user_id="7", trace_id="customer-trace", roles=("customer",),
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user_id="9001", trace_id="cs-candidate-trace", roles=("customer",),
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permissions=("agent:run",), data_scope="self",
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)
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assert WorkerRuntime.should_request_profile_candidate(
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agent_type="customer_service", context=context, message="我的风险偏好是稳健型"
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) is True
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) is False
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def test_visitor_does_not_request_profile_candidate() -> None:
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@@ -98,49 +101,10 @@ def test_visitor_does_not_request_profile_candidate() -> None:
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)
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assert WorkerRuntime.should_request_profile_candidate(
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agent_type="customer_service", context=context, message="我的风险偏好是稳健型"
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agent_type="advisor", context=context, message="我的风险偏好是稳健型"
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) is False
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@pytest.mark.asyncio
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async def test_customer_service_short_memory_append_is_available_on_runtime() -> None:
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"""Worker 的短期会话依赖与长期画像抽取依赖必须彼此独立。"""
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captured: dict[str, Any] = {}
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class StubSessionMemory:
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async def append(
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self, *, actor_id: str, session_id: str,
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turns: tuple[CustomerServiceSessionTurn, ...],
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) -> bool:
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captured["actor_id"] = actor_id
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captured["session_id"] = session_id
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captured["turns"] = turns
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return True
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async def read(self, *, actor_id: str, session_id: str) -> Any:
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raise AssertionError("not used by worker write path")
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runtime = WorkerRuntime(session_memory=StubSessionMemory())
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await runtime._append_customer_service_session_memory(
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agent_type="customer_service", actor_id="7", session_id="short-memory-session",
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request_message="刚才那只基金的费率", response_message="请以产品资料页为准。",
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)
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await runtime._append_customer_service_session_memory(
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agent_type="risk", actor_id="7", session_id="other-agent-session",
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request_message="不应写入", response_message="不应写入",
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)
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assert captured == {
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"actor_id": "7",
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"session_id": "short-memory-session",
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"turns": (
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CustomerServiceSessionTurn(role="user", content="刚才那只基金的费率"),
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CustomerServiceSessionTurn(role="assistant", content="请以产品资料页为准。"),
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),
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}
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class FakeSession(AbstractAsyncContextManager["FakeSession"]):
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def __init__(self) -> None:
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self.scalar = AsyncMock(return_value="event-1")
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