按业务方确定的取向实现:金融场景确定性优先,能溯源到公司资料的才答,答不了就 引导客户拨打客服热线,绝不用模型猜答案。端到端验收 8/8 通过。 新增: - app/service/knowledge_search_service.py:知识检索。未复用记忆的 VectorMemoryAdapter 是因为它只返回 (memory_uuid, score),会丢掉知识块的标题与正文,而客服回答必须能把 原文与出处一起交付。检索失败一律返回 degraded 而不抛异常,由 Agent 走兜底。 - app/service/knowledge_tool.py + app/core/knowledge_contracts.py:只读工具 search_knowledge。 走 ToolExecutor 而不是让 Agent 直接持有检索服务,是为了让白名单、权限、审计、超时 都归基座统一管理;工具只读也符合 ToolRegistry 的硬约束。复用既有权限码 knowledge:reference:read(customer 角色已具备),不新增权限点。 - app/service/agent/implementations/customer_service.py:Agent 本体,刻意保持薄—— 意图分发 + 四条出口(faq/产品/政策直返、闲聊走模型、其余与异常引导人工)。 直接返回知识原文而不经模型改写,答案的字面内容全部来自公司已发布资料。 - tools/publish_customer_service_config.py:发布意图工具白名单。 - tools/customer_service_check.py:端到端验收(8 个用例,含越界请求与知识库外问题)。 装配: - bootstrap 新增 get_knowledge_search_service 工厂,注册 search_knowledge 工具与 customer_service Agent。 - runtime_config_service 新增 load_active_prompt:提示词绑定 release_id,按当前生效 版本读取,未发布时回落代码默认值。闲聊话术因此可审核、可回滚,不必改代码发版。 过程中发现并处理的三个问题: 1. 自造 source_references 被基座合规闸门拒绝。governance.review_output 只接受 「本次召回的记忆」与「本次成功调用的工具」两类引用(用于防止伪造来源), knowledge 类型会被判非法并使整个 run 失败。处理方式是**不放开那道校验**, 而把知识出处(文件标题与内部编号)写进正文,source_references 交给基座自动附加。 2. 发布配置是整版本替换语义:新版本会清空旧版本的全部配置项。若只发客服白名单, 示例 Agent 的 fund_query_demo:fund_quote 会被静默清空。故发布脚本先读取当前生效 版本的全部配置项并原样继承,再追加新增项。 3. 验收脚本自身两处自伤:打印 emoji 触发 GBK UnicodeEncodeError、以及读错结果字段 (RunQueryService 返回的答案键是 content 不是 text)。 已知缺口(未修,已记录): - CoreResult.transfer_required 未持久化:conversation_message 不存该标记, API 读不到"本次是否引导了人工"。当前靠正文里的固定话术判断。 - 知识块引用(source_type=knowledge)尚未启用,需先让 ToolExecutor 把工具返回的 doc_id 登记为本次可引用来源。 验证:ruff 通过、mypy 107 文件无错、unit+contract 447 passed; tools/customer_service_check.py 8/8 通过(含越界请求、投诉、知识库外问题三类 必须引导人工的场景,以及 7 个零容忍负面词零命中)。
189 lines
7.4 KiB
Python
189 lines
7.4 KiB
Python
"""知识库检索:把客户问题向量化后在三个知识集合里检索(只读)。
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为什么不复用记忆那套 `VectorMemoryAdapter`:它只把命中折叠成 `(memory_uuid, score)`,
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会把知识块的标题与正文丢掉。而客服回答必须能把**原文与来源**一起交给客户——金融场景
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里「答案出自哪份文件的哪一条」本身就是交付物的一部分,丢了正文等于没法给来源引用。
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失败语义与基座一致:**任何一步失败都不抛异常给主链路**,而是返回 `degraded=True`
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的空结果,由调用方(客服 Agent)据此走「引导客户致电人工客服」的兜底路径。
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金融场景下"答不了"是可接受的结果,"答错"不是。
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"""
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from collections.abc import Awaitable, Callable, Sequence
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from dataclasses import dataclass, field
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from typing import Any, Protocol
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# 三个知识集合(方案 §2.4.4 / §4.1)
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FAQ_COLLECTION = "fin_faq_collection"
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PRODUCT_COLLECTION = "fin_product_collection"
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POLICY_COLLECTION = "fin_policy_collection"
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DEFAULT_COLLECTIONS: tuple[str, ...] = (FAQ_COLLECTION, PRODUCT_COLLECTION, POLICY_COLLECTION)
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# 检索输出字段:与灌库脚本写入的 schema 对齐
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OUTPUT_FIELDS = (
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"doc_id", "title", "content", "chapter", "section",
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"tags", "doc_no", "version", "source_file", "visibility",
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)
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class VectorSearcher(Protocol):
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"""只依赖用到的两个方法,便于测试替身注入。"""
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def search(self, **kwargs: Any) -> Any: ...
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Embedder = Callable[[str], Awaitable[list[float]]]
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@dataclass(frozen=True)
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class KnowledgeHit:
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"""一条知识命中;`score` 为 COSINE 相似度(越大越相似)。"""
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doc_id: str
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title: str
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content: str
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score: float
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source_file: str = ""
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visibility: str = "public"
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doc_no: str = ""
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version: str = ""
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chapter: str = ""
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@property
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def reference_title(self) -> str:
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"""给客户看的来源标题:优先带内部文件编号,便于人工核对。"""
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return f"{self.title}({self.doc_no})" if self.doc_no else self.title
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@dataclass(frozen=True)
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class KnowledgeSearchOutcome:
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"""检索结果;`degraded=True` 表示检索链路故障,调用方必须走兜底而非当'没找到'。"""
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hits: tuple[KnowledgeHit, ...] = ()
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degraded: bool = False
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reason: str = ""
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searched_collections: tuple[str, ...] = field(default_factory=tuple)
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@property
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def best(self) -> KnowledgeHit | None:
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return self.hits[0] if self.hits else None
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@property
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def top_score(self) -> float:
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return self.hits[0].score if self.hits else 0.0
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class KnowledgeSearchService:
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def __init__(
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self,
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client: VectorSearcher | None,
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embedder: Embedder | None,
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*,
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collections: Sequence[str] = DEFAULT_COLLECTIONS,
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) -> None:
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self._client = client
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self._embedder = embedder
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self._collections = tuple(collections)
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@property
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def available(self) -> bool:
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"""向量库与向量化能力是否都在位;缺任一项都不做检索,直接走兜底。"""
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return self._client is not None and self._embedder is not None
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async def search(
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self,
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query: str,
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*,
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collections: Sequence[str] | None = None,
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top_k: int = 5,
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include_internal: bool = False,
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) -> KnowledgeSearchOutcome:
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"""检索知识库。
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`include_internal=False`(默认)时在 Milvus 侧就过滤掉 `visibility=internal` 的块,
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内部资料不进入面向客户的答案——这是检索层的硬隔离,不依赖提示词约束。
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"""
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text = query.strip()
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if not text:
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return KnowledgeSearchOutcome(reason="empty_query")
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if not self.available:
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return KnowledgeSearchOutcome(degraded=True, reason="vector_backend_unavailable")
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client, embedder = self._client, self._embedder
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if client is None or embedder is None:
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# 与 available 重复,但这里需要类型收窄(mypy 不跨属性判断 Optional)
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return KnowledgeSearchOutcome(degraded=True, reason="vector_backend_unavailable")
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try:
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vector = await embedder(text)
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except Exception:
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return KnowledgeSearchOutcome(degraded=True, reason="embedding_failed")
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if not vector:
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return KnowledgeSearchOutcome(degraded=True, reason="embedding_empty")
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targets = tuple(collections or self._collections)
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expression = None if include_internal else 'visibility == "public"'
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collected: list[KnowledgeHit] = []
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failures = 0
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for collection in targets:
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try:
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raw = client.search(
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collection_name=collection,
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data=[vector],
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limit=max(1, min(top_k, 20)),
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output_fields=list(OUTPUT_FIELDS),
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filter=expression,
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)
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except Exception:
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failures += 1
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continue
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collected.extend(self._parse(raw, collection))
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if not collected and failures == len(targets) and targets:
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# 三个集合全查失败:是链路故障,不是"知识库里没有"
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return KnowledgeSearchOutcome(
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degraded=True, reason="search_failed", searched_collections=targets
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)
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collected.sort(key=lambda hit: hit.score, reverse=True)
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# 同一内容可能同时存在于产品手册与问答对里,按 doc_id 去重保留最高分
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deduped: list[KnowledgeHit] = []
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seen: set[str] = set()
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for hit in collected:
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if hit.doc_id in seen:
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continue
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seen.add(hit.doc_id)
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deduped.append(hit)
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return KnowledgeSearchOutcome(
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hits=tuple(deduped[: max(1, top_k)]),
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degraded=failures > 0,
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reason="partial_collection_failure" if failures else "",
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searched_collections=targets,
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)
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@staticmethod
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def _parse(raw: Any, collection: str) -> list[KnowledgeHit]:
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"""把 pymilvus 的 `[[{id, distance, entity}]]` 折叠成命中列表(纯函数,不抛异常)。"""
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hits: list[KnowledgeHit] = []
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groups = raw if isinstance(raw, (list, tuple)) else [raw]
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for group in groups:
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rows = group if isinstance(group, (list, tuple)) else [group]
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for row in rows:
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entity = row.get("entity") if isinstance(row, dict) else None
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if not isinstance(entity, dict):
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continue
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content = str(entity.get("content") or "")
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if not content:
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continue # 没有正文的命中无法作为答案来源,直接丢弃而不是猜造
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hits.append(KnowledgeHit(
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doc_id=str(entity.get("doc_id") or ""),
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title=str(entity.get("title") or ""),
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content=content,
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score=float(row.get("distance") or 0.0),
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source_file=str(entity.get("source_file") or ""),
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visibility=str(entity.get("visibility") or "public"),
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doc_no=str(entity.get("doc_no") or ""),
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version=str(entity.get("version") or ""),
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chapter=str(entity.get("chapter") or ""),
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))
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return hits
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