## 为什么要合并
远端 `origin/qyqy_develop` 领先 3 个提交(`5607751` / `2fe7d0c` / `74b7d00`:投顾需求与架构文档、
客户主动申报投顾方案 + 受理自动出草稿、方案交付落点与推荐依据 LLM 增强),而本地 `5d0becb`
按 `D4.4` / `D4.5`(CS-PURGE-2026-012/013)把投顾模块整体清除了。**两个目标不可兼得**:
远端新代码反向 import 已被清除的模块(`app.model.investment_goal`、
`app.service.product_recommendation_service`、`app.service.advisor_rollout_service`),
强行推进只会让两边都跑不起来。
**裁定:投顾组的新功能 > 本地的投顾清除。** 依据是 `D4.4` §0-②③ 自己写下的风险
——按名字清投顾会同时拆掉产品数据底座与 MVP 硬阻断,并失去"改 6 个底座文件时的对照组"。
本次合并因此**恢复投顾模块**;就代码面而言,`D4.4` / `D4.5` 的清除结果被本次合并取代
(留痕见 `开发文档\D1.6` §4.37)。
## 冲突怎么解的(12 处)
- **8 处 modify/delete 取远端**:`recommendations.py` / `product_recommendation_service.py` /
`employee-advisor/dashboard/{actions-module.js,dashboard.css,dashboard.js,index.html}` /
`tools/{check_portal_modules.py,grant_advisor_role.py}` —— 即"我删、远端改",保留投顾文件。
- **3 处内容冲突取远端**:`app/main.py`(投顾 import 与 `include_router`)、
`common/api-client.js`(投顾端点表)、`tests/unit/api/test_portal_frontend.py`(4 条投顾前端契约)。
- **1 处取远端 + 保留我方**:`app/main.py` 解除冲突的同时,保留本轮的
`/customer-service-test` 挂载移除(该联调页与用例已随重构作废)。
## 因"取消清除"而必须回滚的语义改动(否则恢复出来的投顾代码跑不动)
- `app/service/agent/bootstrap.py`:恢复 `AdvisorAgent` 与 5 个投顾工具注册
(`query_investment_goal` / `analyze_portfolio` / `generate_asset_allocation` /
`recommend_products` / `compare_products`);客服 Agent 注释按本轮口径保留。
- `app/core/config.py`:恢复 `advisor_rollout_enabled` / `advisor_rollout_customer_ids`。
- `app/static/portal/common/layout/app-shell.js`:恢复投顾工作台导航与 `advisor` 角色名。
- `tools/seed_test_rbac.py`:恢复"admin 取全量元组"的授权模型(保留远端新增的
9070-9074 权限码与客户侧 9071/9072 绑定)。
- `tools/portal_api_check.py`:恢复投顾实测用例(AD003/AD005/AD011/A047 与 `advisor_t` 登录),
并**新增判定**:被渲染的集合为空(0 条)时判 `SKIP` 而不是 `FAIL`
—— "没有行"与"字段没带"是两回事,混报会把排查方向带偏。
- `app/static/portal/common/api-client.js`:以远端为基准,重新叠加本轮的
**访客令牌 `Authorization` 优先**修复(浮窗访客身份稳定性)。
## 数据库夹具同步(代码恢复 ⇒ 夹具也要恢复)
- `tools/grant_advisor_role.py`:新建 `advisor` 角色并授权(实测 34 项权限)。
- `tools/create_test_user.py --id 9020 --username advisor_t --role advisor`:重建演示账号。
## 集成期发现并修掉的过期断言
- `tests/unit/test_advisor_migration_contract.py`:alembic 末端钉死值仍是
`20260914_baseline_auto_increment`,而远端新增了 `20260916_advisor_service_request`
⇒ 这条断言**在远端分支上本身就是红的**。本次把它更新到新末端并补了注释。
## 验证(本机实测)
| 门禁 | 结果 |
|---|---|
| `pytest -q`(全量,含集成) | **1909 passed / 3 skipped / 0 failed** |
| `ruff check app tools tests` | 20(远端分支 22,本地仅客服线基线 19) |
| `mypy app` | 2(= 既有基线) |
| `tools/portal_api_check.py` | 40 项:通过 35 / 失败 0 / 跳过 5 |
| `tools/e2e_smoke_test.py --read-only` | 31/31 |
| `_eval_harness/http_probe.py` | 11/11 succeeded |
| `_consistency.py` | GATE PASS |
| `_fe_boundary_http.py`(前端入参边界真机) | 全部符合预期 |
## 未做(如实登记)
- **投顾演示数据未灌**:`AD011` / `A047` 需要 `advisor_product_suitability_reference`
这类带 `source_url` + `document_sha256` 的证据行,而披露文件不在仓库里;
`tools/seed_advisor_demo.py` 明确"不编证据"(fail closed),故这两条按空集 SKIP。
- **客服线文档目录仍未入库**:`客服agent/`、`开发文档/`(权威副本在本机)与
`_chunks_report.txt`(本地构建产物)依旧排除在提交之外。
178 lines
8.2 KiB
Python
178 lines
8.2 KiB
Python
from pathlib import Path
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from fastapi import FastAPI, Request
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from fastapi.exceptions import RequestValidationError
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from fastapi.middleware.cors import CORSMiddleware
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from fastapi.responses import JSONResponse, RedirectResponse
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from fastapi.staticfiles import StaticFiles
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from app.api.controllers.admin import router as admin_router
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from app.api.controllers.advisor_service_requests import (
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advisor_router as advisor_service_request_router,
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)
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from app.api.controllers.advisor_service_requests import (
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client_router as advisor_service_request_client_router,
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)
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from app.api.controllers.agent_runs import router as agent_runs_router
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from app.api.controllers.asset_allocation import router as asset_allocation_router
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from app.api.controllers.auth import router as auth_router
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from app.api.controllers.conversations import router as conversations_router
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from app.api.controllers.health import router as health_router
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from app.api.controllers.investment_goals import router as investment_goals_router
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from app.api.controllers.knowledge import router as knowledge_router
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from app.api.controllers.knowledge_management import router as knowledge_management_router
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from app.api.controllers.offsite_fund import operation_router as offsite_operation_router
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from app.api.controllers.offsite_fund import router as offsite_fund_router
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from app.api.controllers.onboarding import router as onboarding_router
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from app.api.controllers.portfolio_analysis import router as portfolio_analysis_router
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from app.api.controllers.promotion_material import router as promotion_material_router
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from app.api.controllers.public_platform import router as public_platform_router
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from app.api.controllers.rbac import router as rbac_router
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from app.api.controllers.recommendations import (
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admin_router as recommendation_admin_router,
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)
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from app.api.controllers.recommendations import (
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advisor_router as recommendation_advisor_router,
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)
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from app.api.controllers.recommendations import (
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client_router as recommendation_client_router,
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)
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from app.api.controllers.risk import router as risk_router
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from app.api.controllers.trading import router as trading_router
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from app.api.controllers.visitor_tokens import router as visitor_tokens_router
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from app.api.middleware import attach_trace_id
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from app.core.config import get_settings
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from app.core.errors import AgentError
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def _trace_id(request: Request) -> str:
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"""取本次请求的追踪标识:请求上下文 → state → 客户端 `X-Trace-ID` → 空串。
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没有就返回空字符串,绝不凭空生成——凭空生成会让客户端拿到的 trace_id 与服务端日志
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里的不是同一个,反而失去定位价值。
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"""
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context = getattr(request.state, "request_context", None)
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return str(
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getattr(context, "trace_id", None)
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or getattr(request.state, "trace_id", None)
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or request.headers.get("X-Trace-ID")
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or ""
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)
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def create_app() -> FastAPI:
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settings = get_settings()
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application = FastAPI(title=settings.app_name, version="0.1.0")
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# 接口文档承诺的 X-Trace-ID 此前完全没实现;中间件对成功与错误响应都生效。
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application.middleware("http")(attach_trace_id)
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application.add_middleware(
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CORSMiddleware,
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allow_origins=[
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origin.strip()
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for origin in settings.cors_allowed_origins.split(",")
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if origin.strip()
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],
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allow_credentials=False,
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allow_methods=["*"],
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allow_headers=["*"],
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)
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@application.exception_handler(AgentError)
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async def agent_error_handler(request: Request, exc: AgentError) -> JSONResponse:
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context = getattr(request.state, "request_context", None)
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# 认证失败时请求上下文尚未建立(`build_request_context` 不会写 request_context),
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# 按文档 §3.4 优先复用请求头里客户端带来的 `X-Trace-ID`;都没有就是空字符串,
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# 绝不凭空生成 id——会让排障时把两个请求认成同一个。
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trace_id = (getattr(context, "trace_id", None)
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or getattr(request.state, "trace_id", None)
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or request.headers.get("X-Trace-ID") or "")
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# retryable 按文档 §3.6 逐码标注,不再简单按 5xx 推导
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# (例如 RESOURCE_VERSION_CONFLICT 是 409 但文档标注可重试)。
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headers: dict[str, str] = {}
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retry_after = getattr(exc, "retry_after_seconds", None)
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if isinstance(retry_after, int):
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# 文档 §3.6 把 RATE_LIMITED 标注为可重试:只给 retryable=true 而不给
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# Retry-After,客户端只能自己猜退避时长(或立刻重试再被拒)。
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headers["Retry-After"] = str(retry_after)
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return JSONResponse(status_code=exc.status_code, content={
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"error": {"code": exc.code, "message": exc.message,
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"retryable": exc.is_retryable, "field_errors": []},
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"meta": {"trace_id": trace_id},
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}, headers=headers or None)
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@application.exception_handler(RequestValidationError)
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async def request_validation_error_handler(
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request: Request, exc: RequestValidationError
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) -> JSONResponse:
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"""请求校验失败也必须走统一错误信封(文档 §3.4 / §3.6 `AGENT_INPUT_INVALID`)。
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不加这个处理器时,FastAPI 会返回自己的 `{"detail": [...]}` 结构(422),客户端
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必须为"参数错误"单独兼容一套解析逻辑;同一套接口因此出现两种错误体形态。
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这里保留 422 状态码(文档 §3.5:已解析请求不满足字段或业务输入约束),
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把字段级原因放进 `error.field_errors`,与业务异常的信封完全一致。
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"""
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field_errors = [
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{
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"field": ".".join(str(part) for part in error.get("loc", ())),
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"message": str(error.get("msg", "")),
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}
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for error in exc.errors()
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]
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return JSONResponse(status_code=422, content={
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"error": {
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"code": "AGENT_INPUT_INVALID",
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"message": "请求参数不满足接口约束",
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"retryable": False,
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"field_errors": field_errors,
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},
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"meta": {"trace_id": _trace_id(request)},
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})
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application.include_router(auth_router)
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application.include_router(agent_runs_router)
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application.include_router(conversations_router)
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application.include_router(public_platform_router)
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application.include_router(rbac_router)
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application.include_router(risk_router)
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application.include_router(visitor_tokens_router)
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application.include_router(offsite_fund_router)
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application.include_router(offsite_operation_router)
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application.include_router(promotion_material_router)
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application.include_router(knowledge_router)
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application.include_router(knowledge_management_router)
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application.include_router(health_router)
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application.include_router(onboarding_router)
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application.include_router(investment_goals_router)
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application.include_router(portfolio_analysis_router)
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application.include_router(asset_allocation_router)
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application.include_router(recommendation_advisor_router)
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application.include_router(recommendation_admin_router)
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application.include_router(recommendation_client_router)
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application.include_router(advisor_service_request_router)
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application.include_router(advisor_service_request_client_router)
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application.include_router(admin_router)
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application.include_router(trading_router)
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static_directory = Path(__file__).resolve().parent / "static"
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@application.get("/", include_in_schema=False)
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async def portal_home() -> RedirectResponse:
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return RedirectResponse(url="/portal/guest/home/")
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@application.get("/portal", include_in_schema=False)
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@application.get("/portal/", include_in_schema=False)
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async def portal_root() -> RedirectResponse:
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return RedirectResponse(url="/portal/guest/home/")
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application.mount(
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"/static",
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StaticFiles(directory=static_directory),
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name="static",
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)
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application.mount(
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"/portal",
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StaticFiles(directory=static_directory / "portal", html=True),
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name="portal",
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)
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return application
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app = create_app()
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