Windows
74b7d00dff
交付落点
- 新增 GET /api/v1/users/me/advisor-contents（客户读**自己**已发布方案）：
「发送给客户」原先只改数据状态、客户端没有任何页面或接口能读到它
- 客户端新增「我的投顾方案」页与导航入口
可视化（投顾结果区与客户页**共用** common/advisor-plan-view.js，避免两处漂移）
- 净值折线图（带坐标轴与网格）、组合业绩等权合成曲线（含区间收益与最大回撤）、
资产配置环形图与图例、组合构成条
- 修 num(null)=0 的假 0：Number(null)/Number('') 会得 0，导致「没数据」被渲染成 0.00%；
现一律显示「--」。同理管理费/起投未维护时按没数据处理，不显示 0
- 涨跌口径为「涨红跌绿」（A 股习惯），由 CSS 变量 --plan-up / --plan-down 集中定义
推荐依据接入大模型（可选，失败即回退）
- 新增 AdvisorReasonService：**只改文案，不参与选品**（候选池与排序在它之前已固定）
- 输入只允许是已算出的真实参数（风险等级、排序得分、区间收益、最大回撤、期限与流动性）
- 命中收益承诺词（保本/保证收益/稳赚/无风险…）整条丢弃并回退规则文案
- 未启用 / 缺密钥 / 超时 / 解析失败一律回退，推荐主流程不因模型不可用而失败
- 前端标注来源（AI 生成 / 规则生成）
数据与权限
- 客户角色补齐：绑 customer 角色、补建缺失的账户与交易段权限码（9060-9065）
- 净值全量同步（20 只产品），行情同步脚本按 --codes 分块（全量一次会被超时终止）
测试
- 新增 tests/unit/service/test_advisor_reason_service.py（10 项，专测三条合规边界）
- 前端模块自检纳入 service-request-module；补「两处共用同一渲染」回归测试
116 lines
3.4 KiB
Batchfile
116 lines
3.4 KiB
Batchfile
@echo off
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chcp 936 >nul
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setlocal EnableDelayedExpansion
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title ???? Agent ?? ?? ??????(API)
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rem ============================================================
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rem ?????????????? API??FastAPI + uvicorn??127.0.0.1:8000????
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rem ????????????棻Agent Worker????????/?????????/
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rem ?????裩????????????????????????
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rem PROJ ????????????????????????????????????????
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rem ???????????????.bat 8100 ?????????? 8000??
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rem
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rem ??????????? start.ps1 ??????￡???
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rem 1) ????????? .venv
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rem 2) ???? conda ???? jr_py313
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rem 3) py -3.13 ?????
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rem 4) PATH ??? python????? 3.11+??
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rem ?????? import fastapi/sqlalchemy/asyncmy/pydantic?????????
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rem ????????汾????????????????????
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rem ============================================================
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set "PROJ=%~dp0"
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set "HOST=127.0.0.1"
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set "PORT=%~1"
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if "%PORT%"=="" set "PORT=8000"
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set "PY="
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rem ---------- 1) ????????? / conda ??????????? exe ·????----------
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for %%C in (
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"%PROJ%.venv\Scripts\python.exe"
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"D:\conda\envs\jr_py313\python.exe"
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"%USERPROFILE%\miniconda3\envs\jr_py313\python.exe"
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"%USERPROFILE%\anaconda3\envs\jr_py313\python.exe"
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) do (
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if not defined PY (
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if exist %%C (
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%%C -c "import fastapi, sqlalchemy, asyncmy, pydantic" >nul 2>&1
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if !errorlevel!==0 set "PY=%%~C"
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)
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)
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)
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rem ---------- 2) py -3.13 ??????????????? exe ·????----------
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if not defined PY (
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for /f "delims=" %%X in ('py -3.13 -c "import sys;print(sys.executable)" 2^>nul') do (
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set "PY=%%X"
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)
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if defined PY (
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"!PY!" -c "import fastapi, sqlalchemy, asyncmy, pydantic" >nul 2>&1
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if not !errorlevel!==0 set "PY="
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)
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)
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rem ---------- 3) PATH ??? python?????????? exe ·????У?? >=3.11??----------
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if not defined PY (
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for /f "delims=" %%X in ('python -c "import sys;print(sys.executable)" 2^>nul') do (
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set "PY=%%X"
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)
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if defined PY (
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"!PY!" -c "import sys;v=sys.version_info;assert (v[0],v[1])>=(3,11);import fastapi, sqlalchemy, asyncmy, pydantic" >nul 2>&1
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if not !errorlevel!==0 set "PY="
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)
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)
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if not defined PY (
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echo [????] ??????????б?????? Python ??????
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echo ??? 3.11+ ????? fastapi / sqlalchemy / asyncmy / pydantic??
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echo.
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echo ??????????????????????????У???
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echo py -3.13 -m venv .venv
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echo .venv\Scripts\python.exe -m pip install -e .
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echo.
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echo ??????? conda ???? jr_py313???????????????λ??????
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echo D:\conda\envs\jr_py313\python.exe
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echo %USERPROFILE%\miniconda3\envs\jr_py313\python.exe
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echo %USERPROFILE%\anaconda3\envs\jr_py313\python.exe
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echo.
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pause
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exit /b 1
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)
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if not exist "%PROJ%app\main.py" (
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echo [????] δ??? app\main.py???? .bat ????????????????
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echo ??? PROJ = %PROJ%
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echo.
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pause
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exit /b 1
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)
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cd /d "%PROJ%"
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echo ============================================================
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echo ???? Agent ?? ?? ??????
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echo ============================================================
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echo.
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echo ????? : %PROJ%
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echo ?????? : !PY!
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echo ??????? : http://%HOST%:%PORT%
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echo ?????? : http://%HOST%:%PORT%/portal/
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echo ??????? : http://%HOST%:%PORT%/health
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echo.
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echo ?????????? MySQL(127.0.0.1:3306) ???????
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echo ?? Ctrl+C ????????
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echo ============================================================
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echo.
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"!PY!" -m uvicorn app.main:app --host %HOST% --port %PORT% --log-level info
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set "RC=%ERRORLEVEL%"
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echo.
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echo ============================================================
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echo ???????????????? %RC%????
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echo ============================================================
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pause
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endlocal
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