wip: 客服Agent + RAG + 画像收尾（基于 6516ccb）
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"""画像版本生成服务（`docs/00` §6.4.6 的生成器实现）。
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## 为什么需要它
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底座**规划了** `profile_snapshots` 版本投影表，也**写明了规则**，但**没有生成器**：
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> 「画像生成只允许读取已提交的业务事实和状态为"有效"的中期记忆。新画像和两条同步事件
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> 必须在同一个 MySQL 事务中写入，旧画像的 `is_current` 同时置为 0。」
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> —— `docs/00` §6.4.6
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本服务把这条规则落成代码。**在它之前**，`profile_snapshots` 里的数据只能由种子脚本直接写，
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"画像怎么生成的"没有可运行答案。
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## 落地的四条规则
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1. **同事务**：新画像版本 + **两条**跨存储同步事件（MILVUS / NEO4J）一起提交，任一失败整体回滚。
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2. **旧版本同时置 0**：`is_current` 是 `profile_snapshots` 的唯一当前标记
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（`current_customer_id` 上有唯一键），必须先清旧再插新。
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3. **幂等**：`snapshot_hash` 未变化时**不产生新版本**（返回 `changed=False`），
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避免每次调用都把版本号 +1、并往 outbox 灌重复事件。
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4. **只读已提交事实**：数据来源限定为 `fin_customer_profile` 与 `fin_risk_assessment`
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（以及有效中期记忆的口径由 `generation_basis` 记录），不读取未提交状态。
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## 与读取侧的关系
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生成的 `snapshot` JSON 结构**必须与 `app/core/profile_projection.py` 的白名单字段一致** ——
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投影是只读白名单，写侧多写字段不会被对外暴露，但白名单要求的字段**必须存在**，
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否则端点会返回空画像。这一点由 `test_profile_generation_service.py` 固定。
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"""
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from __future__ import annotations
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import hashlib
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import json
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from collections.abc import Mapping
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from dataclasses import dataclass
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from datetime import UTC, datetime
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from typing import Any
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from uuid import uuid4
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from sqlalchemy.ext.asyncio import AsyncSession
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from app.core.errors import ValidationAgentError
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from app.core.profile_projection import PROFILE_FIELD_POLICY
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from app.repository.profile_repository import ProfileRepository
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#: `memory_sync_outbox` 的两个目标存储（`docs/00` §6.4.6 的 `target_store` 取值）。
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TARGET_MILVUS = "MILVUS"
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TARGET_NEO4J = "NEO4J"
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SYNC_TARGETS: tuple[str, ...] = (TARGET_MILVUS, TARGET_NEO4J)
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#: 同步操作与状态取值（与 `memory_sync_outbox` DDL 的语义一致）。
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SYNC_OPERATION_UPSERT = "UPSERT"
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SYNC_STATUS_PENDING = "待处理"
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AGGREGATE_TYPE_PROFILE = "profile"
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@dataclass(frozen=True)
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class ProfileGenerationResult:
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"""生成结果；`changed=False` 表示快照未变化、**未写任何行**。"""
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customer_id: int
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version: int
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profile_uuid: str
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snapshot_hash: str
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changed: bool
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sync_events: int
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def build_snapshot(
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profile_row: Mapping[str, Any],
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assessment_row: Mapping[str, Any] | None,
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*,
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now: datetime | None = None,
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) -> dict[str, object]:
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"""把权威事实投影成画像快照（字段与读取侧白名单对齐）。
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- `assessment_valid_until` / `assessment_expired` **由测评行实时推出**，不沿用旧快照的布尔值；
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没有测评行时两者都**不写入**（读取侧据此表现为"无测评信息"，而不是伪造一个有效期）。
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- 时间字段统一用 ISO 字符串，保证 JSON 稳定、`snapshot_hash` 可复现。
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"""
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current = now or datetime.now(UTC)
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snapshot: dict[str, object] = {
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"investor_type": profile_row["investor_type"],
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"investment_horizon": profile_row["investment_horizon"],
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"trading_frequency": profile_row["trading_frequency"],
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"preferred_asset_class": _as_list(profile_row["preferred_asset_class"]),
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"risk_tags": _as_list(profile_row["risk_tags"]),
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"behavior_score": profile_row["behavior_score"],
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"total_asset": _as_money(profile_row["total_asset"]),
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}
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if profile_row["last_active_at"] is not None:
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snapshot["last_active_at"] = _iso(profile_row["last_active_at"])
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if assessment_row is not None and assessment_row["valid_until"] is not None:
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valid_until = _instant(assessment_row["valid_until"])
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snapshot["assessment_valid_until"] = valid_until.isoformat()
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snapshot["assessment_expired"] = valid_until <= current
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return snapshot
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def compute_hash(snapshot: dict[str, object]) -> str:
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"""`snapshot_hash`：对**键排序后**的规范化 JSON 求 SHA-256。
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排序是为了让"同一内容"总是得到同一哈希 —— 它是幂等判据，不能被字典插入顺序影响。
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"""
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canonical = json.dumps(snapshot, ensure_ascii=False, sort_keys=True, separators=(",", ":"))
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return hashlib.sha256(canonical.encode("utf-8")).hexdigest()
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class ProfileGenerationService:
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"""生成客户画像版本；**不 commit**，事务归调用方。"""
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def __init__(self, session: AsyncSession) -> None:
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self._session = session
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self._repo = ProfileRepository(session)
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async def generate(
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self, customer_id: int, *, now: datetime | None = None
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) -> ProfileGenerationResult:
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current = now or datetime.now(UTC).replace(tzinfo=None)
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profile_row = await self._repo.profile_row(customer_id)
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if profile_row is None:
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# 失败关闭：没有客户主表行就不该凭空造画像。
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raise ValidationAgentError(f"客户不存在或缺少画像主表行：{customer_id}")
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assessment_row = await self._repo.latest_assessment(customer_id)
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snapshot = build_snapshot(profile_row, assessment_row, now=current.replace(tzinfo=UTC))
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snapshot_hash = compute_hash(snapshot)
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existing = await self._repo.current_snapshot(customer_id)
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if existing is not None and str(existing["snapshot_hash"] or "") == snapshot_hash:
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# 幂等：内容没变就不升版本、不投事件。
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return ProfileGenerationResult(
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customer_id=customer_id,
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version=int(existing["version"]),
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profile_uuid=str(existing["profile_uuid"] or ""),
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snapshot_hash=snapshot_hash,
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changed=False,
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sync_events=0,
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)
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# `profile_uuid` 上有**唯一键**（跨版本也唯一），所以每个版本必须用新 uuid ——
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# 不能沿用以表示"同一实体"（实测会撞 `Duplicate entry ... for key profile_uuid`）。
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# 待接入投影消费者时，若 Milvus/Neo4j 需要**跨版本稳定的实体标识**，
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# 应另加一列（例如 `entity_uuid`）区分"版本标识"与"实体标识"，不要复用本列。
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profile_uuid = str(uuid4())
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version = await self._repo.next_version(customer_id)
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# 顺序要紧：先清旧当前标记（唯一键约束），再插新版本。
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await self._repo.clear_current(customer_id, now=current)
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await self._repo.insert_snapshot(
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customer_id=customer_id,
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version=version,
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profile_uuid=profile_uuid,
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snapshot_json=json.dumps(snapshot, ensure_ascii=False, sort_keys=True),
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generation_basis_json=json.dumps(
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self._generation_basis(assessment_row), ensure_ascii=False, sort_keys=True
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),
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snapshot_hash=snapshot_hash,
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now=current,
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)
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# 两条同步事件共用同一个 event_uuid（唯一键是 (event_uuid, target_store)）。
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event_uuid = str(uuid4())
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payload = {
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"aggregate_uuid": profile_uuid,
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"customer_id": str(customer_id),
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"version": version,
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"snapshot_hash": snapshot_hash,
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"snapshot": snapshot,
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}
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for target in SYNC_TARGETS:
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self._repo.add_sync_event(
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event_uuid=event_uuid,
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target_store=target,
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aggregate_uuid=profile_uuid,
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aggregate_version=version,
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payload=payload,
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now=current,
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status=SYNC_STATUS_PENDING,
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operation=SYNC_OPERATION_UPSERT,
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)
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return ProfileGenerationResult(
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customer_id=customer_id,
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version=version,
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profile_uuid=profile_uuid,
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snapshot_hash=snapshot_hash,
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changed=True,
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sync_events=len(SYNC_TARGETS),
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)
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@staticmethod
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def _generation_basis(assessment_row: Mapping[str, Any] | None) -> dict[str, object]:
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"""记录这次画像**依据了什么**（`docs/00`：使用的测评版本、交易窗口和记忆版本列表）。
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当前只接入了测评版本；记忆与交易窗口待接入时补键，不臆造。
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"""
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basis: dict[str, object] = {"sources": ["fin_customer_profile", "fin_risk_assessment"]}
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if assessment_row is not None:
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basis["questionnaire_version"] = assessment_row["questionnaire_version"]
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basis["assessment_id"] = int(assessment_row["id"])
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return basis
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# ---------------------------------------------------------------------------
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# 取值归一化
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# ---------------------------------------------------------------------------
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def _as_list(value: object) -> list[object]:
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if value is None:
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return []
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if isinstance(value, (list, tuple)):
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return list(value)
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if isinstance(value, str):
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try:
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parsed = json.loads(value)
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except ValueError:
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return [value]
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return list(parsed) if isinstance(parsed, list) else [value]
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return [value]
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def _as_money(value: object) -> str:
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"""金额统一成字符串（与读取侧 `public()` 的口径一致，避免浮点误差）。"""
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return "" if value is None else str(value)
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def _instant(value: object) -> datetime:
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if isinstance(value, datetime):
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return value if value.tzinfo is not None else value.replace(tzinfo=UTC)
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return datetime.fromisoformat(str(value)).replace(tzinfo=UTC)
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def _iso(value: object) -> str:
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return _instant(value).isoformat()
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#: 导出以便测试断言"写侧字段覆盖了读取侧白名单所需项"。
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REQUIRED_SNAPSHOT_FIELDS: tuple[str, ...] = tuple(
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field for field in PROFILE_FIELD_POLICY if field != "customer_tier"
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)
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