Windows
74b7d00dff
feat(投顾): 方案交付落点、可视化图表与推荐依据的大模型增强
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
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