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group_fqcd_jr/app/static/portal/common/api-client.js
T
lzf_0626 421fed8569 feat(advisor): 补全投顾流程入口(确认目标 → 查看方案书),并修复页面缺缓存版本
## 1. 投顾流程此前是断的

投顾工作台只有 4 个「生成草案」操作 + 1 个只读列表,而**确认目标**与**查看方案书**
这两个端点虽然存在却**没有入口** —— 于是目标永远停在 `pending_confirmation`、
方案书永远停在 `pending`。

实测客户 9001 正是如此:`confirmed_at: null`、方案书 `review_status=pending`。
而「录入客户目标」成功后的提示是"已提交,等待确认与审核",**没有下一步可点**。

改动:

- 新增操作卡「目标确认与方案书」:输入客户 ID → 查询目标 → 显示目标状态、
  方案书状态、收益区间 / 回撤 / 期限 / 基准 / 确认时间 → **确认目标** / **查看方案书**。
- **录入目标后自动跳到目标状态页**,把确认按钮摆在眼前,而不是停在"已提交"。
- `ADVISOR_CONFIRM_GOAL` / `ADVISOR_GOAL_BOOK` 补登记进 `api-client.js`
  (`ADVISOR_CUSTOMER_GOAL` 早已注册却从未被使用)。
- 404「当前投资目标不存在」按**正常情况**处理(给下一步提示),不当故障报警。

⚠️ **审核与发布不在此范围**:`review_book` / `publish_book` 都要求 `admin=True`
(见 `investment_goal_service`),那是管理员的动作,投顾侧到"确认 + 看方案书"为止。
方案书仍会停在 `pending`,除非管理员侧也补上入口。

## 2. 9 个页面的 script 标签缺缓存版本参数

投顾工作台的 script 是 `dashboard.js`(**没有 `?v=`**),另有 8 个页面同样如此
(客户的持仓/下单/流水/盈亏/测评/成交明细、管理员工作台、运营工作台)。
浏览器会一直用缓存的旧 JS —— **改了代码也看不到效果**,这是"功能很奇怪"的一部分。

已统一补上 `?v=20260913`,投顾页的 js/css 提到 `-2`。

## 3. 过程中我损坏过 8 个文件,已恢复

第一次批量补版本参数时我用了 PowerShell `Get-Content -Raw` + `Set-Content`:
**PS 5.1 默认按 ANSI/GBK 读**,把 UTF-8 中文读成乱码再写回
(`角色与权限` → `瑙掕壊鏉冮檺`)并写入 BOM。`tests/unit/api/test_portal_frontend.py`
的断言当场抓到了它(找不到「角色与权限」)。

已 `git checkout` 恢复全部 8 个文件,改用 Python 重做(显式 UTF-8、不写 BOM、
保持原换行),现在每个文件的改动都是 **1 增 1 删**。

验证:`tests/unit/api/test_portal_frontend.py` 35 passed;unit+contract **1395 passed**;
ruff 通过;mypy 251 文件 0 错;确认目标实测 200
(`pending_confirmation` → `confirmed`,写入 `confirmed_at`),
重复确认被状态机以 409 拒绝。
2026-09-13 23:56:27 +08:00

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import { clearAuthSession, getAccessToken } from '/static/portal/common/auth.js?v=20260913';
const ENDPOINTS = Object.freeze({
A034: { method: 'POST', path: '/api/v1/auth/tokens', auth: false },
V001: { method: 'POST', path: '/api/v1/visitor-tokens', auth: false, raw: true },
P001: { method: 'GET', path: '/api/v1/products' },
P002: { method: 'GET', path: '/api/v1/products/{productCode}/nav-history' },
C001: { method: 'POST', path: '/api/v1/conversations', idempotent: true },
C002: { method: 'GET', path: '/api/v1/conversations/{sessionId}' },
C003: { method: 'GET', path: '/api/v1/conversations/{sessionId}/messages' },
C005: { method: 'POST', path: '/api/v1/conversations/{sessionId}/handover-requests', idempotent: true },
A035: { method: 'GET', path: '/api/v1/admin/roles' },
A036: { method: 'GET', path: '/api/v1/admin/roles/{roleCode}' },
A037: { method: 'GET', path: '/api/v1/admin/roles/{roleCode}/permissions' },
A038: { method: 'GET', path: '/api/v1/admin/users/{userId}/roles' },
A039: { method: 'GET', path: '/api/v1/admin/customer-profile-candidates' },
A040: { method: 'POST', path: '/api/v1/admin/customer-profile-candidates/{candidateId}/reviews' },
A002: { method: 'GET', path: '/api/v1/admin/config-releases' },
A003: { method: 'GET', path: '/api/v1/admin/config-releases/{releaseId}' },
A004: { method: 'POST', path: '/api/v1/admin/config-releases/{releaseId}/validations', idempotent: true },
A005: { method: 'POST', path: '/api/v1/admin/config-releases/{releaseId}/reviews', idempotent: true },
A006: { method: 'POST', path: '/api/v1/admin/config-releases/{releaseId}/activations', idempotent: true },
A012: { method: 'GET', path: '/api/v1/admin/model-endpoints' },
A033: { method: 'GET', path: '/api/v1/admin/audit-records' },
ADMIN_HANDOVERS: { method: 'GET', path: '/api/v1/admin/customer-service/handover-tickets' },
ADMIN_HANDOVER_DETAIL: { method: 'GET', path: '/api/v1/admin/customer-service/handover-tickets/{ticketNo}' },
ONB001: { method: 'GET', path: '/api/v1/onboarding/risk-questionnaire' },
ONB002: { method: 'POST', path: '/api/v1/onboarding/risk-questionnaire/submissions', idempotent: true },
R001: { method: 'POST', path: '/api/v1/agent-runs' },
R002: { method: 'GET', path: '/api/v1/agent-runs/{runId}' },
R003: { method: 'GET', path: '/api/v1/agent-runs/{runId}/events', stream: true },
RK001: { method: 'GET', path: '/api/v1/risk/overview' },
RK002: { method: 'GET', path: '/api/v1/risk/alerts' },
RK003: { method: 'GET', path: '/api/v1/risk/alerts/{alertNo}' },
RK004: { method: 'GET', path: '/api/v1/risk/evidence/{source}' },
RK005: { method: 'GET', path: '/api/v1/risk/notifications' },
RK006: { method: 'POST', path: '/api/v1/risk/alerts/scan', idempotent: true, timeout: 60000 },
RK007: { method: 'POST', path: '/api/v1/risk/alerts/{alertNo}/acknowledgements', idempotent: true },
RK008: { method: 'POST', path: '/api/v1/risk/alerts/{alertNo}/investigations', idempotent: true },
RK009: { method: 'POST', path: '/api/v1/risk/alerts/{alertNo}/exclusions', idempotent: true },
RK010: { method: 'POST', path: '/api/v1/risk/alerts/{alertNo}/resolutions', idempotent: true },
RK011: { method: 'POST', path: '/api/v1/risk/alerts/{alertNo}/escalations', idempotent: true },
RK012: { method: 'POST', path: '/api/v1/risk/alerts/{alertNo}/evidence', formData: true },
RK013: { method: 'POST', path: '/api/v1/risk/daily-report' },
RK014: { method: 'POST', path: '/api/v1/risk/daily-report/stream', stream: true },
RK015: { method: 'POST', path: '/api/v1/risk/daily-report/mail' },
T001: { method: 'GET', path: '/api/v1/users/me/account/dashboard' },
T002: { method: 'POST', path: '/api/v1/users/me/orders', idempotent: true },
T003: { method: 'GET', path: '/api/v1/users/me/orders' },
T004: { method: 'GET', path: '/api/v1/users/me/orders/{orderNo}' },
T005: { method: 'POST', path: '/api/v1/users/me/orders/{orderNo}/cancellations', idempotent: true },
T006: { method: 'GET', path: '/api/v1/users/me/holdings' },
T007: { method: 'GET', path: '/api/v1/users/me/transactions' },
T008: { method: 'GET', path: '/api/v1/users/me/transactions/{transactionNo}' },
T009: { method: 'GET', path: '/api/v1/users/me/cash-ledger' },
ADVISOR_PUBLISHED: { method: 'GET', path: '/api/v1/advisor/recommendations/published' },
ADVISOR_GOAL: { method: 'GET', path: '/api/v1/advisor/investment-goals/current' },
ADVISOR_ANALYSIS: { method: 'POST', path: '/api/v1/advisor/portfolio-analysis' },
ADVISOR_ALLOCATION: { method: 'POST', path: '/api/v1/advisor/asset-allocation' },
ADVISOR_RECOMMEND: { method: 'POST', path: '/api/v1/advisor/recommendations', idempotent: true },
ADVISOR_CREATE_GOAL: { method: 'POST', path: '/api/v1/advisor/investment-goals', idempotent: true },
ADVISOR_CUSTOMER_GOAL: { method: 'GET', path: '/api/v1/advisor/customers/{customerId}/investment-goals/current' },
ADVISOR_CONFIRM_GOAL: { method: 'POST', path: '/api/v1/advisor/investment-goals/{goalNo}/confirmations', idempotent: true },
ADVISOR_GOAL_BOOK: { method: 'GET', path: '/api/v1/advisor/investment-goals/{goalNo}/goal-book' },
OFFSITE_MAILS: { method: 'GET', path: '/api/v1/offsite-fund/mails' },
OFFSITE_MAILBOX: { method: 'GET', path: '/api/v1/offsite-fund/mailbox-status' },
});
export class ApiError extends Error {
constructor(message, options = {}) {
super(message);
this.name = 'ApiError';
this.code = options.code || 'NETWORK_ERROR';
this.status = options.status || 0;
this.retryable = Boolean(options.retryable);
this.fieldErrors = options.fieldErrors || [];
this.traceId = options.traceId || '';
}
}
function pathFor(endpoint, pathParams = {}) {
return Object.entries(pathParams).reduce(
(path, [key, value]) => path.replace(`{${key}}`, encodeURIComponent(String(value))),
endpoint.path,
);
}
function wait(milliseconds) {
return new Promise((resolve) => window.setTimeout(resolve, milliseconds));
}
function shouldRetry(error, attempt) {
if (attempt > 0) return false;
return error.status >= 500 || error.status === 0 || error.retryable;
}
async function request(endpointId, options = {}) {
const endpoint = ENDPOINTS[endpointId];
if (!endpoint) throw new ApiError(`未注册端点 ${endpointId}`, { code: 'ENDPOINT_NOT_REGISTERED' });
const traceId = crypto.randomUUID();
document.documentElement.dataset.traceId = traceId;
const query = new URLSearchParams();
Object.entries(options.query || {}).forEach(([key, value]) => {
if (value !== undefined && value !== null && value !== '') query.set(key, String(value));
});
const queryString = query.size ? `?${query.toString()}` : '';
const headers = { Accept: 'application/json', 'X-Trace-ID': traceId, ...(options.headers || {}) };
const token = getAccessToken();
if (endpoint.auth !== false && token) headers.Authorization = `Bearer ${token}`;
if (options.body !== undefined && !endpoint.formData) headers['Content-Type'] = 'application/json';
if (endpoint.idempotent) headers['Idempotency-Key'] = options.idempotencyKey || crypto.randomUUID().replaceAll('-', '');
for (let attempt = 0; attempt < 2; attempt += 1) {
const controller = new AbortController();
const abortListener = () => controller.abort();
options.signal?.addEventListener('abort', abortListener, { once: true });
const timeoutId = window.setTimeout(
() => controller.abort(),
options.timeout || endpoint.timeout || 8000,
);
try {
const response = await fetch(`${pathFor(endpoint, options.pathParams)}${queryString}`, {
method: endpoint.method,
headers,
body: options.body === undefined || endpoint.method === 'GET'
? undefined
: (endpoint.formData ? options.body : JSON.stringify(options.body)),
signal: controller.signal,
});
const payload = await response.json().catch(() => ({}));
if (response.status === 401 && endpoint.auth !== false) {
clearAuthSession({ eventType: 'session-expired' });
window.dispatchEvent(new CustomEvent('portal:auth-expired'));
}
const responseTraceId = payload.meta?.trace_id || response.headers.get('X-Trace-ID') || traceId;
document.documentElement.dataset.traceId = responseTraceId;
if (!response.ok || payload.error) {
const detail = payload.error || {};
const validationDetail = Array.isArray(payload.detail)
? payload.detail
.map((item) => item?.msg || item?.message || '')
.filter(Boolean)
.join(';')
: (typeof payload.detail === 'string' ? payload.detail : '');
const message = detail.message
|| validationDetail
|| (response.status ? `请求失败(HTTP ${response.status})` : '请求未完成');
const error = new ApiError(message, {
code: detail.code,
status: response.status,
retryable: detail.retryable,
fieldErrors: detail.field_errors,
traceId: responseTraceId,
});
if (response.status === 429 && attempt === 0) await wait(5000);
else if (shouldRetry(error, attempt)) await wait(2000);
else throw error;
continue;
}
return { data: endpoint.raw ? payload : payload.data, meta: payload.meta || {}, traceId: responseTraceId };
} catch (caught) {
const error = caught instanceof ApiError
? caught
: new ApiError(caught?.name === 'AbortError' ? '请求超时,请检查网络后重试' : '网络连接失败', { traceId });
if (!shouldRetry(error, attempt)) throw error;
await wait(2000);
} finally {
window.clearTimeout(timeoutId);
options.signal?.removeEventListener('abort', abortListener);
}
}
throw new ApiError('网络不稳定,请稍后重试', { traceId });
}
async function stream(endpointId, body, options = {}) {
const endpoint = ENDPOINTS[endpointId];
if (!endpoint?.stream) throw new ApiError(`端点 ${endpointId} 不支持流式请求`, { code: 'ENDPOINT_NOT_STREAMABLE' });
const traceId = crypto.randomUUID();
const token = getAccessToken();
const headers = {
Accept: 'text/event-stream',
'Content-Type': 'application/json',
'X-Trace-ID': traceId,
...(options.headers || {}),
};
if (token) headers.Authorization = `Bearer ${token}`;
const response = await fetch(pathFor(endpoint, options.pathParams), {
method: endpoint.method,
headers,
body: endpoint.method === 'GET' ? undefined : JSON.stringify(body ?? {}),
signal: options.signal,
});
if (!response.ok || !response.body) {
const payload = await response.json().catch(() => ({}));
if (response.status === 401 && endpoint.auth !== false) {
clearAuthSession({ eventType: 'session-expired' });
window.dispatchEvent(new CustomEvent('portal:auth-expired'));
}
const detail = payload.error || {};
throw new ApiError(detail.message || '流式请求未完成', {
code: detail.code,
status: response.status,
traceId: payload.meta?.trace_id || traceId,
});
}
const reader = response.body.getReader();
const decoder = new TextDecoder();
let buffer = '';
const dispatch = (block) => {
if (!block.trim() || block.trimStart().startsWith(':')) return;
let eventName = 'message';
const dataLines = [];
block.split(/\r?\n/).forEach((line) => {
if (line.startsWith('event:')) eventName = line.slice(6).trim();
if (line.startsWith('data:')) dataLines.push(line.slice(5).trim());
});
if (!dataLines.length) return;
const raw = dataLines.join('\n');
let data = raw;
try { data = JSON.parse(raw); } catch { /* Plain-text SSE data is valid. */ }
options.onEvent?.({ type: eventName, data });
};
while (true) {
const { done, value } = await reader.read();
buffer += decoder.decode(value || new Uint8Array(), { stream: !done });
const blocks = buffer.split(/\r?\n\r?\n/);
buffer = blocks.pop() || '';
blocks.forEach(dispatch);
if (done) break;
}
if (buffer.trim()) dispatch(buffer);
}
export const apiClient = Object.freeze({
get(endpointId, options = {}) { return request(endpointId, options); },
post(endpointId, body, options = {}) { return request(endpointId, { ...options, body }); },
upload(endpointId, formData, options = {}) { return request(endpointId, { ...options, body: formData, timeout: options.timeout || 30000 }); },
stream,
reportError(error) {
window.dispatchEvent(new CustomEvent('portal:error', { detail: { message: error.message, traceId: error.traceId || '' } }));
},
track(eventName, payload = {}) {
window.dispatchEvent(new CustomEvent('portal:track', { detail: { eventName, payload, at: Date.now() } }));
},
});
export { ENDPOINTS };