merge: 并入同事的场外申购/推广/行情/NL2SQL 线（11 提交、334 文件）
冲突仅 3 个文件，全部取并集（双方都没有需要丢弃的改动）： - app/main.py：import 双方路由（我方 knowledge_management + 同事的 offsite_fund/ promotion_material）；include_router 段本已自动合并 - app/service/agent/bootstrap.py：import 与工具注册均取并集 （query_customer_profile + query_financial_data 都注册） - tests/integration/test_config_release_mysql.py：outbox 清理同时保留 架构师的 event_type 限定（防误删其它域 outbox 行）与同事新增的 peer_release_id 同事这轮带入：11 个 alembic 迁移（建 offsite_* / promotion_* 等表）、 场外申购与推广素材 Agent、financial NL2SQL 工具。 注意：本库尚无 offsite_*/promotion_* 表，跑相关测试前需要执行 alembic upgrade。 边界核对：同事的场外代码未写入场内交易表（fin_sim_order/fin_capital_flow/fin_cash_ledger）， 符合 AGENTS.md 规则 8。
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"""场外基金运营独立持久化模型。"""
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from datetime import date, datetime
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from decimal import Decimal
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from typing import Any
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from sqlalchemy import (
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JSON,
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BigInteger,
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Date,
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DateTime,
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Integer,
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Numeric,
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String,
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Text,
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UniqueConstraint,
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)
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from sqlalchemy.orm import Mapped, mapped_column
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from app.model.base import Base
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class OffsiteFundMail(Base):
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__tablename__ = "offsite_fund_mail"
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__table_args__ = (
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UniqueConstraint("imap_uid", "message_id", name="uk_offsite_mail_source"),
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)
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id: Mapped[int] = mapped_column(BigInteger, primary_key=True)
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mail_id: Mapped[str] = mapped_column(String(16), unique=True, nullable=False)
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imap_uid: Mapped[str] = mapped_column(String(64), nullable=False)
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message_id: Mapped[str] = mapped_column(String(255), nullable=False)
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received_date: Mapped[date] = mapped_column(Date, nullable=False)
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sender: Mapped[str] = mapped_column(String(255), nullable=False)
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return_path: Mapped[str | None] = mapped_column(String(255))
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auth_result: Mapped[dict[str, Any]] = mapped_column(JSON, nullable=False)
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original_eml_path: Mapped[str] = mapped_column(String(500), nullable=False)
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status: Mapped[str] = mapped_column(String(32), nullable=False, default="received")
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retry_count: Mapped[int] = mapped_column(Integer, nullable=False, default=0)
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last_error: Mapped[str | None] = mapped_column(String(500))
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next_retry_at: Mapped[datetime | None] = mapped_column(DateTime)
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last_attempt_at: Mapped[datetime | None] = mapped_column(DateTime)
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created_at: Mapped[datetime] = mapped_column(DateTime, nullable=False)
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updated_at: Mapped[datetime] = mapped_column(DateTime, nullable=False)
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class OffsiteMailCursor(Base):
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"""场外收件箱 UID 游标和处理租约。"""
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__tablename__ = "offsite_mail_cursor"
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__table_args__ = (
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UniqueConstraint("mailbox", "folder", name="uk_offsite_mail_cursor_scope"),
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)
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id: Mapped[int] = mapped_column(
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BigInteger().with_variant(Integer, "sqlite"), primary_key=True
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)
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mailbox: Mapped[str] = mapped_column(String(255), nullable=False)
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folder: Mapped[str] = mapped_column(String(64), nullable=False, default="INBOX")
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last_uid: Mapped[str] = mapped_column(String(64), nullable=False, default="0")
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status: Mapped[str] = mapped_column(String(32), nullable=False, default="idle")
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retry_count: Mapped[int] = mapped_column(Integer, nullable=False, default=0)
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blocked_uid: Mapped[str | None] = mapped_column(String(64))
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blocked_message_id: Mapped[str | None] = mapped_column(String(255))
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last_error: Mapped[str | None] = mapped_column(String(500))
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next_retry_at: Mapped[datetime | None] = mapped_column(DateTime)
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lease_id: Mapped[str | None] = mapped_column(String(64))
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lease_until: Mapped[datetime | None] = mapped_column(DateTime)
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created_at: Mapped[datetime] = mapped_column(DateTime, nullable=False)
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updated_at: Mapped[datetime] = mapped_column(DateTime, nullable=False)
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class OffsiteFundAttachment(Base):
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__tablename__ = "offsite_fund_attachment"
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__table_args__ = (
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UniqueConstraint("file_hash", "mail_id", name="uk_offsite_attachment_hash"),
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)
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id: Mapped[int] = mapped_column(BigInteger, primary_key=True)
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attachment_id: Mapped[str] = mapped_column(String(24), unique=True, nullable=False)
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mail_id: Mapped[str] = mapped_column(String(16), nullable=False)
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filename: Mapped[str] = mapped_column(String(255), nullable=False)
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file_hash: Mapped[str] = mapped_column(String(128), nullable=False)
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media_type: Mapped[str] = mapped_column(String(128), nullable=False)
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size_bytes: Mapped[int] = mapped_column(BigInteger, nullable=False, default=0)
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document_type: Mapped[str] = mapped_column(String(24), nullable=False)
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original_file_path: Mapped[str] = mapped_column(String(500), nullable=False)
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ocr_text: Mapped[str] = mapped_column(Text, nullable=False)
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extracted_fields: Mapped[dict[str, Any]] = mapped_column(JSON, nullable=False)
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field_confidence: Mapped[dict[str, Any]] = mapped_column(JSON, nullable=False)
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page_evidence: Mapped[dict[str, Any]] = mapped_column(JSON, nullable=False)
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status: Mapped[str] = mapped_column(String(32), nullable=False, default="recognized")
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created_at: Mapped[datetime] = mapped_column(DateTime, nullable=False)
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class OffsiteRecognitionAttempt(Base):
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"""场外附件每次 OCR/模型识别尝试的不可覆盖记录。"""
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__tablename__ = "offsite_recognition_attempt"
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id: Mapped[int] = mapped_column(
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BigInteger().with_variant(Integer, "sqlite"), primary_key=True
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)
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task_id: Mapped[str | None] = mapped_column(String(24))
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mail_id: Mapped[str | None] = mapped_column(String(16))
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attachment_id: Mapped[str | None] = mapped_column(String(24))
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imap_uid: Mapped[str | None] = mapped_column(String(64))
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message_id: Mapped[str] = mapped_column(String(255), nullable=False)
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filename: Mapped[str] = mapped_column(String(255), nullable=False)
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file_hash: Mapped[str] = mapped_column(String(128), nullable=False)
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original_file_path: Mapped[str] = mapped_column(String(500), nullable=False)
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attempt_no: Mapped[int] = mapped_column(Integer, nullable=False)
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source: Mapped[str] = mapped_column(String(16), nullable=False)
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operator_id: Mapped[str | None] = mapped_column(String(64))
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document_type: Mapped[str] = mapped_column(String(24), nullable=False)
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ocr_status: Mapped[str] = mapped_column(String(16), nullable=False)
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llm_status: Mapped[str] = mapped_column(String(16), nullable=False)
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extracted_fields: Mapped[dict[str, Any]] = mapped_column(JSON, nullable=False)
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field_confidence: Mapped[dict[str, Any]] = mapped_column(JSON, nullable=False)
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missing_fields: Mapped[list[Any]] = mapped_column(JSON, nullable=False)
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low_confidence_fields: Mapped[list[Any]] = mapped_column(JSON, nullable=False)
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page_evidence: Mapped[dict[str, Any]] = mapped_column(JSON, nullable=False)
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status: Mapped[str] = mapped_column(String(24), nullable=False)
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error_message: Mapped[str | None] = mapped_column(String(500))
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started_at: Mapped[datetime] = mapped_column(DateTime, nullable=False)
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finished_at: Mapped[datetime | None] = mapped_column(DateTime)
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created_at: Mapped[datetime] = mapped_column(DateTime, nullable=False)
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class OffsiteFieldCorrection(Base):
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"""场外字段人工修正记录。
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OCR 识别值与 NL2SQL 返回值都属于 Agent 产出，人工修正只能新增一条记录，
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不覆盖原始值；修正前值、修正后值、变更字段和操作人全部留痕，便于审计对比。
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"""
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__tablename__ = "offsite_field_correction"
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id: Mapped[int] = mapped_column(
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BigInteger().with_variant(Integer, "sqlite"), primary_key=True
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)
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target_type: Mapped[str] = mapped_column(String(16), nullable=False)
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task_id: Mapped[str | None] = mapped_column(String(24))
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mail_id: Mapped[str | None] = mapped_column(String(16))
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attachment_id: Mapped[str | None] = mapped_column(String(24))
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operator_id: Mapped[str] = mapped_column(String(64), nullable=False)
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original_fields: Mapped[dict[str, Any]] = mapped_column(JSON, nullable=False)
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corrected_fields: Mapped[dict[str, Any]] = mapped_column(JSON, nullable=False)
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changed_fields: Mapped[list[Any]] = mapped_column(JSON, nullable=False)
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created_at: Mapped[datetime] = mapped_column(DateTime, nullable=False)
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class OffsiteFundDocument(Base):
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__tablename__ = "offsite_fund_document"
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id: Mapped[int] = mapped_column(BigInteger, primary_key=True)
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task_id: Mapped[str] = mapped_column(String(24), unique=True, nullable=False)
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mail_id: Mapped[str] = mapped_column(String(16), nullable=False)
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attachment_id: Mapped[str] = mapped_column(String(24), nullable=False)
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document_type: Mapped[str] = mapped_column(String(24), nullable=False)
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fund_code: Mapped[str | None] = mapped_column(String(32))
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fund_name: Mapped[str | None] = mapped_column(String(255))
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account_identifier: Mapped[str | None] = mapped_column(String(128))
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investor_name: Mapped[str | None] = mapped_column(String(128))
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application_no: Mapped[str | None] = mapped_column(String(128))
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application_date: Mapped[date | None] = mapped_column(Date)
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raw_application_date: Mapped[str | None] = mapped_column(String(64))
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agency: Mapped[str | None] = mapped_column(String(128))
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subscription_amount_yuan: Mapped[Decimal | None] = mapped_column(Numeric(20, 4))
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redemption_shares: Mapped[Decimal | None] = mapped_column(Numeric(20, 4))
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operator_decision: Mapped[str] = mapped_column(String(16), nullable=False, default="未处理")
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status: Mapped[str] = mapped_column(String(32), nullable=False, default="planned")
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created_at: Mapped[datetime] = mapped_column(DateTime, nullable=False)
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updated_at: Mapped[datetime] = mapped_column(DateTime, nullable=False)
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class OffsiteExecutionPlanTask(Base):
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__tablename__ = "offsite_execution_plan_task"
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id: Mapped[int] = mapped_column(BigInteger, primary_key=True)
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task_id: Mapped[str] = mapped_column(String(24), nullable=False)
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stage: Mapped[str] = mapped_column(String(16), nullable=False)
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rule_code: Mapped[str] = mapped_column(String(64), nullable=False)
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title: Mapped[str] = mapped_column(String(128), nullable=False)
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depends_on: Mapped[list[Any]] = mapped_column(JSON, nullable=False)
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input_json: Mapped[dict[str, Any]] = mapped_column(JSON, nullable=False)
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output_json: Mapped[dict[str, Any] | None] = mapped_column(JSON)
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status: Mapped[str] = mapped_column(String(16), nullable=False, default="待执行")
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error_message: Mapped[str | None] = mapped_column(String(500))
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created_at: Mapped[datetime] = mapped_column(DateTime, nullable=False)
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updated_at: Mapped[datetime] = mapped_column(DateTime, nullable=False)
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class OffsiteRuleResult(Base):
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__tablename__ = "offsite_rule_result"
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__table_args__ = (
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UniqueConstraint("task_id", "rule_code", name="uk_offsite_rule_task"),
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)
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id: Mapped[int] = mapped_column(BigInteger, primary_key=True)
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task_id: Mapped[str] = mapped_column(String(24), nullable=False)
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rule_code: Mapped[str] = mapped_column(String(64), nullable=False)
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rule_name: Mapped[str] = mapped_column(String(128), nullable=False)
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result: Mapped[str] = mapped_column(String(16), nullable=False)
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document_value: Mapped[dict[str, Any]] = mapped_column(JSON, nullable=False)
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database_value: Mapped[dict[str, Any]] = mapped_column(JSON, nullable=False)
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calculation: Mapped[dict[str, Any]] = mapped_column(JSON, nullable=False)
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created_at: Mapped[datetime] = mapped_column(DateTime, nullable=False)
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class OffsiteQueryRecord(Base):
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__tablename__ = "offsite_query_record"
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id: Mapped[int] = mapped_column(BigInteger, primary_key=True)
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task_id: Mapped[str] = mapped_column(String(24), nullable=False)
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rule_code: Mapped[str] = mapped_column(String(64), nullable=False)
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natural_language_request: Mapped[str] = mapped_column(Text, nullable=False)
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script_path: Mapped[str] = mapped_column(String(500), nullable=False)
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result_summary: Mapped[dict[str, Any]] = mapped_column(JSON, nullable=False)
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status: Mapped[str] = mapped_column(String(24), nullable=False)
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error_message: Mapped[str | None] = mapped_column(String(500))
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created_at: Mapped[datetime] = mapped_column(DateTime, nullable=False)
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class OffsiteNotification(Base):
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__tablename__ = "offsite_notification"
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id: Mapped[int] = mapped_column(BigInteger, primary_key=True)
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notification_type: Mapped[str] = mapped_column(String(32), nullable=False)
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business_key: Mapped[str] = mapped_column(String(64), nullable=False)
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receiver_id: Mapped[str] = mapped_column(String(64), nullable=False)
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operator_id: Mapped[str] = mapped_column(String(64), nullable=False)
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agent_draft: Mapped[str] = mapped_column(Text, nullable=False)
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final_content: Mapped[str] = mapped_column(Text, nullable=False)
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payload: Mapped[dict[str, Any]] = mapped_column(JSON, nullable=False)
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status: Mapped[str] = mapped_column(String(16), nullable=False, default="待发送")
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retry_count: Mapped[int] = mapped_column(Integer, nullable=False, default=0)
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provider_message_id: Mapped[str | None] = mapped_column(String(128))
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failure_reason: Mapped[str | None] = mapped_column(String(500))
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created_at: Mapped[datetime] = mapped_column(DateTime, nullable=False)
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sent_at: Mapped[datetime | None] = mapped_column(DateTime)
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updated_at: Mapped[datetime | None] = mapped_column(DateTime)
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@@ -0,0 +1,142 @@
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"""产品推介材料自动生成独立持久化模型。"""
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from datetime import datetime
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from typing import Any
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from sqlalchemy import JSON, BigInteger, DateTime, Integer, String, Text, UniqueConstraint
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from sqlalchemy.orm import Mapped, mapped_column
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from app.model.base import Base
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class PromotionMaterialTask(Base):
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__tablename__ = "promotion_material_task"
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__table_args__ = (
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UniqueConstraint("task_no", name="uk_promotion_task_no"),
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)
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id: Mapped[int] = mapped_column(BigInteger, primary_key=True)
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task_no: Mapped[str] = mapped_column(String(32), nullable=False)
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product_code: Mapped[str | None] = mapped_column(String(32))
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product_name: Mapped[str] = mapped_column(String(128), nullable=False)
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material_title: Mapped[str] = mapped_column(String(200), nullable=False)
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style_code: Mapped[str] = mapped_column(String(32), nullable=False)
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output_formats: Mapped[list[str]] = mapped_column(JSON, nullable=False)
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template_version: Mapped[str | None] = mapped_column(String(64))
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status: Mapped[str] = mapped_column(String(32), nullable=False, default="draft")
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created_by: Mapped[int] = mapped_column(BigInteger, nullable=False)
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created_at: Mapped[datetime] = mapped_column(DateTime, nullable=False)
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updated_at: Mapped[datetime] = mapped_column(DateTime, nullable=False)
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class PromotionInputSnapshot(Base):
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__tablename__ = "promotion_input_snapshot"
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__table_args__ = (
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UniqueConstraint("task_no", "version_no", name="uk_promotion_input_version"),
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)
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id: Mapped[int] = mapped_column(BigInteger, primary_key=True)
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task_no: Mapped[str] = mapped_column(String(32), nullable=False)
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version_no: Mapped[int] = mapped_column(Integer, nullable=False)
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product_info: Mapped[dict[str, Any]] = mapped_column(JSON, nullable=False)
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manager_info: Mapped[dict[str, Any]] = mapped_column(JSON, nullable=False)
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team_info: Mapped[dict[str, Any]] = mapped_column(JSON, nullable=False)
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strategy_info: Mapped[dict[str, Any]] = mapped_column(JSON, nullable=False)
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fee_structure: Mapped[dict[str, Any]] = mapped_column(JSON, nullable=False)
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performance_info: Mapped[dict[str, Any]] = mapped_column(JSON, nullable=False)
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risk_disclosure: Mapped[dict[str, Any]] = mapped_column(JSON, nullable=False)
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source_notes: Mapped[dict[str, Any]] = mapped_column(JSON, nullable=False)
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created_by: Mapped[int] = mapped_column(BigInteger, nullable=False)
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created_at: Mapped[datetime] = mapped_column(DateTime, nullable=False)
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class PromotionAttachment(Base):
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__tablename__ = "promotion_attachment"
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__table_args__ = (
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UniqueConstraint("task_no", "file_hash", name="uk_promotion_attachment_hash"),
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)
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id: Mapped[int] = mapped_column(BigInteger, primary_key=True)
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task_no: Mapped[str] = mapped_column(String(32), nullable=False)
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attachment_type: Mapped[str] = mapped_column(String(32), nullable=False)
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filename: Mapped[str] = mapped_column(String(255), nullable=False)
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media_type: Mapped[str] = mapped_column(String(128), nullable=False)
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file_hash: Mapped[str] = mapped_column(String(128), nullable=False)
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size_bytes: Mapped[int] = mapped_column(BigInteger, nullable=False)
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file_path: Mapped[str] = mapped_column(String(500), nullable=False)
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parsed_metadata: Mapped[dict[str, Any]] = mapped_column(JSON, nullable=False)
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uploaded_by: Mapped[int] = mapped_column(BigInteger, nullable=False)
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created_at: Mapped[datetime] = mapped_column(DateTime, nullable=False)
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class PromotionMaterialVersion(Base):
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__tablename__ = "promotion_material_version"
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__table_args__ = (
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UniqueConstraint("task_no", "version_no", name="uk_promotion_material_version"),
|
||||
)
|
||||
|
||||
id: Mapped[int] = mapped_column(BigInteger, primary_key=True)
|
||||
task_no: Mapped[str] = mapped_column(String(32), nullable=False)
|
||||
input_snapshot_id: Mapped[int] = mapped_column(BigInteger, nullable=False)
|
||||
version_no: Mapped[int] = mapped_column(Integer, nullable=False)
|
||||
style_code: Mapped[str] = mapped_column(String(32), nullable=False)
|
||||
template_version: Mapped[str | None] = mapped_column(String(64))
|
||||
prompt_version: Mapped[str] = mapped_column(String(64), nullable=False)
|
||||
draft_json: Mapped[dict[str, Any]] = mapped_column(JSON, nullable=False)
|
||||
pptx_path: Mapped[str | None] = mapped_column(String(500))
|
||||
pdf_path: Mapped[str | None] = mapped_column(String(500))
|
||||
poster_path: Mapped[str | None] = mapped_column(String(500))
|
||||
chart_paths: Mapped[list[str]] = mapped_column(JSON, nullable=False)
|
||||
status: Mapped[str] = mapped_column(String(32), nullable=False)
|
||||
error_message: Mapped[str | None] = mapped_column(String(500))
|
||||
generated_by: Mapped[int] = mapped_column(BigInteger, nullable=False)
|
||||
created_at: Mapped[datetime] = mapped_column(DateTime, nullable=False)
|
||||
|
||||
|
||||
class PromotionComplianceCheck(Base):
|
||||
__tablename__ = "promotion_compliance_check"
|
||||
|
||||
id: Mapped[int] = mapped_column(BigInteger, primary_key=True)
|
||||
task_no: Mapped[str] = mapped_column(String(32), nullable=False)
|
||||
material_version_id: Mapped[int | None] = mapped_column(BigInteger)
|
||||
rule_code: Mapped[str] = mapped_column(String(64), nullable=False)
|
||||
rule_name: Mapped[str] = mapped_column(String(128), nullable=False)
|
||||
scope: Mapped[str] = mapped_column(String(32), nullable=False)
|
||||
severity: Mapped[str] = mapped_column(String(16), nullable=False)
|
||||
hit_text: Mapped[str | None] = mapped_column(Text)
|
||||
suggestion: Mapped[str] = mapped_column(String(500), nullable=False)
|
||||
created_at: Mapped[datetime] = mapped_column(DateTime, nullable=False)
|
||||
|
||||
|
||||
class PromotionReviewRecord(Base):
|
||||
__tablename__ = "promotion_review_record"
|
||||
|
||||
id: Mapped[int] = mapped_column(BigInteger, primary_key=True)
|
||||
task_no: Mapped[str] = mapped_column(String(32), nullable=False)
|
||||
material_version_id: Mapped[int] = mapped_column(BigInteger, nullable=False)
|
||||
reviewer_id: Mapped[int] = mapped_column(BigInteger, nullable=False)
|
||||
decision: Mapped[str] = mapped_column(String(32), nullable=False)
|
||||
comment: Mapped[str | None] = mapped_column(String(1000))
|
||||
created_at: Mapped[datetime] = mapped_column(DateTime, nullable=False)
|
||||
|
||||
|
||||
class PromotionDeliveryRecord(Base):
|
||||
__tablename__ = "promotion_delivery_record"
|
||||
__table_args__ = (
|
||||
UniqueConstraint(
|
||||
"material_version_id",
|
||||
"advisor_id",
|
||||
name="uk_promotion_delivery_version_advisor",
|
||||
),
|
||||
)
|
||||
|
||||
id: Mapped[int] = mapped_column(BigInteger, primary_key=True)
|
||||
task_no: Mapped[str] = mapped_column(String(32), nullable=False)
|
||||
material_version_id: Mapped[int] = mapped_column(BigInteger, nullable=False)
|
||||
advisor_id: Mapped[int] = mapped_column(BigInteger, nullable=False)
|
||||
delivery_channel: Mapped[str] = mapped_column(String(32), nullable=False)
|
||||
status: Mapped[str] = mapped_column(String(16), nullable=False)
|
||||
failure_reason: Mapped[str | None] = mapped_column(String(500))
|
||||
created_by: Mapped[int] = mapped_column(BigInteger, nullable=False)
|
||||
created_at: Mapped[datetime] = mapped_column(DateTime, nullable=False)
|
||||
sent_at: Mapped[datetime | None] = mapped_column(DateTime)
|
||||
Reference in New Issue
Block a user