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
183 lines
8.4 KiB
Python
183 lines
8.4 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.agent_runs import router as agent_runs_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.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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application.mount(
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"/customer-service-test",
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StaticFiles(directory=static_directory, html=True),
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name="customer-service-test",
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)
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return application
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app = create_app()
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