## 为什么要合并
远端 `origin/qyqy_develop` 领先 3 个提交(`5607751` / `2fe7d0c` / `74b7d00`:投顾需求与架构文档、
客户主动申报投顾方案 + 受理自动出草稿、方案交付落点与推荐依据 LLM 增强),而本地 `5d0becb`
按 `D4.4` / `D4.5`(CS-PURGE-2026-012/013)把投顾模块整体清除了。**两个目标不可兼得**:
远端新代码反向 import 已被清除的模块(`app.model.investment_goal`、
`app.service.product_recommendation_service`、`app.service.advisor_rollout_service`),
强行推进只会让两边都跑不起来。
**裁定:投顾组的新功能 > 本地的投顾清除。** 依据是 `D4.4` §0-②③ 自己写下的风险
——按名字清投顾会同时拆掉产品数据底座与 MVP 硬阻断,并失去"改 6 个底座文件时的对照组"。
本次合并因此**恢复投顾模块**;就代码面而言,`D4.4` / `D4.5` 的清除结果被本次合并取代
(留痕见 `开发文档\D1.6` §4.37)。
## 冲突怎么解的(12 处)
- **8 处 modify/delete 取远端**:`recommendations.py` / `product_recommendation_service.py` /
`employee-advisor/dashboard/{actions-module.js,dashboard.css,dashboard.js,index.html}` /
`tools/{check_portal_modules.py,grant_advisor_role.py}` —— 即"我删、远端改",保留投顾文件。
- **3 处内容冲突取远端**:`app/main.py`(投顾 import 与 `include_router`)、
`common/api-client.js`(投顾端点表)、`tests/unit/api/test_portal_frontend.py`(4 条投顾前端契约)。
- **1 处取远端 + 保留我方**:`app/main.py` 解除冲突的同时,保留本轮的
`/customer-service-test` 挂载移除(该联调页与用例已随重构作废)。
## 因"取消清除"而必须回滚的语义改动(否则恢复出来的投顾代码跑不动)
- `app/service/agent/bootstrap.py`:恢复 `AdvisorAgent` 与 5 个投顾工具注册
(`query_investment_goal` / `analyze_portfolio` / `generate_asset_allocation` /
`recommend_products` / `compare_products`);客服 Agent 注释按本轮口径保留。
- `app/core/config.py`:恢复 `advisor_rollout_enabled` / `advisor_rollout_customer_ids`。
- `app/static/portal/common/layout/app-shell.js`:恢复投顾工作台导航与 `advisor` 角色名。
- `tools/seed_test_rbac.py`:恢复"admin 取全量元组"的授权模型(保留远端新增的
9070-9074 权限码与客户侧 9071/9072 绑定)。
- `tools/portal_api_check.py`:恢复投顾实测用例(AD003/AD005/AD011/A047 与 `advisor_t` 登录),
并**新增判定**:被渲染的集合为空(0 条)时判 `SKIP` 而不是 `FAIL`
—— "没有行"与"字段没带"是两回事,混报会把排查方向带偏。
- `app/static/portal/common/api-client.js`:以远端为基准,重新叠加本轮的
**访客令牌 `Authorization` 优先**修复(浮窗访客身份稳定性)。
## 数据库夹具同步(代码恢复 ⇒ 夹具也要恢复)
- `tools/grant_advisor_role.py`:新建 `advisor` 角色并授权(实测 34 项权限)。
- `tools/create_test_user.py --id 9020 --username advisor_t --role advisor`:重建演示账号。
## 集成期发现并修掉的过期断言
- `tests/unit/test_advisor_migration_contract.py`:alembic 末端钉死值仍是
`20260914_baseline_auto_increment`,而远端新增了 `20260916_advisor_service_request`
⇒ 这条断言**在远端分支上本身就是红的**。本次把它更新到新末端并补了注释。
## 验证(本机实测)
| 门禁 | 结果 |
|---|---|
| `pytest -q`(全量,含集成) | **1909 passed / 3 skipped / 0 failed** |
| `ruff check app tools tests` | 20(远端分支 22,本地仅客服线基线 19) |
| `mypy app` | 2(= 既有基线) |
| `tools/portal_api_check.py` | 40 项:通过 35 / 失败 0 / 跳过 5 |
| `tools/e2e_smoke_test.py --read-only` | 31/31 |
| `_eval_harness/http_probe.py` | 11/11 succeeded |
| `_consistency.py` | GATE PASS |
| `_fe_boundary_http.py`(前端入参边界真机) | 全部符合预期 |
## 未做(如实登记)
- **投顾演示数据未灌**:`AD011` / `A047` 需要 `advisor_product_suitability_reference`
这类带 `source_url` + `document_sha256` 的证据行,而披露文件不在仓库里;
`tools/seed_advisor_demo.py` 明确"不编证据"(fail closed),故这两条按空集 SKIP。
- **客服线文档目录仍未入库**:`客服agent/`、`开发文档/`(权威副本在本机)与
`_chunks_report.txt`(本地构建产物)依旧排除在提交之外。
203 lines
10 KiB
JavaScript
203 lines
10 KiB
JavaScript
import {
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clearAuthSession,
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getAuthContext,
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startAuthSync,
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switchAccount,
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} from '/static/portal/common/auth.js?v=20260916';
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import { escapeHtml } from '/static/portal/common/formatters.js';
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import { mountCustomerServiceWidget } from '/static/portal/common/customer-service-widget/widget.js';
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const PUBLIC_LINKS = [
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['home', '首页', '/portal/guest/home/'],
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['products', '基金产品', '/portal/guest/products/'],
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['ranking', '基金排行', '/portal/guest/products/?view=ranking'],
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];
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const CUSTOMER_LINKS = [
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['dashboard', '资产总览', '/portal/customer/dashboard/'],
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['advisor-plans', '我的投顾方案', '/portal/customer/advisor-plans/'],
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['holdings', '我的持仓', '/portal/customer/holdings/'],
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['profit-loss', '收益明细', '/portal/customer/profit-loss/'],
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['orders', '交易记录', '/portal/customer/orders/'],
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['transactions', '成交明细', '/portal/customer/transactions/'],
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['risk-questionnaire', '风险测评', '/portal/customer/risk-questionnaire/'],
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];
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const RISK_LINKS = [
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['risk-dashboard', '风险工作台', '/portal/employee-risk/dashboard/'],
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];
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const ADVISOR_LINKS = [
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['advisor-dashboard', '投顾工作台', '/portal/employee-advisor/dashboard/'],
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['public-products', '公开产品', '/portal/guest/products/'],
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];
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const OPERATOR_LINKS = [
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['operator-offsite', '场外申赎', '/portal/employee-operations/offsite/'],
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['operator-promotion', '推介材料', '/portal/employee-operations/promotion/'],
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['operator-nl2sql', 'NL2SQL', '/portal/employee-operations/nl2sql/'],
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['public-products', '公开产品', '/portal/guest/products/'],
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];
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const ADMIN_LINKS = [
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['admin-workspace', '平台治理', '/portal/employee-console/workspace/'],
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['risk-dashboard', '风控中心', '/portal/employee-risk/dashboard/'],
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];
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//: 需要在右下角挂客服浮窗的页面形态。
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//:
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//: **白名单而不是黑名单**:员工四类工作台(risk / advisor / operator / admin)
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//: 走的是各自的业务 Agent,挂上客服浮窗只会让"当前账号能不能用这个入口"
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//: 变成一道需要解释的问题。新增页面形态时默认**不挂**,要挂就显式加进来。
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const CUSTOMER_SERVICE_MODES = Object.freeze(['public', 'customer']);
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const WIDGET_STYLESHEET = '/static/portal/common/customer-service-widget/widget.css?v=20260919';
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/**
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* 挂载客服浮窗(幂等)。
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*
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* 样式用 `<link>` 注入而不是写进每个页面的 HTML:浮窗挂在 9 个页面上,
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* 写 9 份就意味着 9 处 `?v=` 版本号要一起改,漏一个就是"某个页面样式陈旧"。
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*/
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function mountCustomerServiceFor(mode) {
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if (!CUSTOMER_SERVICE_MODES.includes(mode)) return;
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if (!document.querySelector('[data-cs-widget-styles]')) {
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const link = document.createElement('link');
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link.rel = 'stylesheet';
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link.href = WIDGET_STYLESHEET;
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link.dataset.csWidgetStyles = '';
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document.head.appendChild(link);
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}
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mountCustomerServiceWidget(mode);
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}
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const ROLE_LABELS = Object.freeze({
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customer: '客户账户',
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risk_operator: '风控人员',
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operator: '运营人员',
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advisor: '投顾人员',
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admin: '管理员',
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super_admin: '超级管理员',
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});
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function accountActions(context) {
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const username = escapeHtml(context.username || '已登录用户');
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const role = context.roles.map((item) => ROLE_LABELS[item]).find(Boolean) || '已认证账户';
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return `<div class="account-menu" data-account-menu><button class="account-menu__trigger" type="button" aria-haspopup="menu" aria-expanded="false" data-account-toggle><span class="account-menu__identity"><strong>${username}</strong><span>${escapeHtml(role)}</span></span><span class="account-menu__indicator" aria-hidden="true">⌄</span></button><div class="account-menu__popover" role="menu" data-account-popover><button class="account-menu__action" type="button" role="menuitem" data-switch-account>切换账号</button><button class="account-menu__action account-menu__action--danger" type="button" role="menuitem" data-logout>退出登录</button></div></div>`;
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}
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function headerMarkup(links, active, context, mode) {
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const nav = links.map(([key, label, href]) => `<a class="site-header__link${key === active ? ' site-header__link--active' : ''}" href="${href}"${key === active ? ' aria-current="page"' : ''}>${label}</a>`).join('');
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const actions = context
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? accountActions(context)
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: '<a class="button button--quiet" href="/portal/employee-console/login/">员工入口</a><a class="button button--primary" href="/portal/customer/login/">登录</a>';
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const menuButton = mode === 'customer' ? '' : '<button class="site-header__menu-button" type="button" aria-label="展开导航" aria-expanded="false" data-menu>菜单</button>';
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return `<a class="skip-link" href="#main-content">跳到主要内容</a><header class="site-header"><div class="site-header__inner"><a class="site-header__brand" href="/portal/guest/home/"><img class="site-header__mark" src="/static/portal/common/layout/brandmark.svg" alt=""><span class="site-header__brand-copy"><strong class="site-header__brand-name">南方基金</strong><span class="site-header__brand-subtitle">模拟基金服务</span></span></a>${menuButton}<nav class="site-header__nav" aria-label="主导航" data-nav>${nav}</nav><div class="site-header__actions">${actions}</div></div></header>`;
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}
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function footerMarkup() {
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return '<footer class="site-footer"><div class="site-footer__inner"><span>基金投资需谨慎。本系统仅提供场内基金模拟交易,不构成投资建议。</span><span>数据截至页面标注时间</span></div></footer><div class="network-status" role="status" data-network-status></div><div class="trace-watermark" data-trace-watermark></div>';
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}
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export function mountShell({ active, mode = 'public' }) {
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// ⚠️ 幂等保护:同一个页面被挂两次 shell,就会看到**两份一模一样的顶部导航与页脚**。
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//
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// 已知的触发方式只有一种:HTML 里引了两条入口 <script type="module">,且 `?v=` 不同。
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// 浏览器按**完整 URL** 去重,两条会被当成两个模块、**各执行一次** ——
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// 2026-09-14 的 `employee-console/workspace/index.html` 正是如此
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// (合并时把两个分支各自改的版本号都保留下来,成了两行)。
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//
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// 那次已经把那两行收敛成一行;这里再挡一道,理由是这个错误**从症状上很难联想到原因**
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// (页面看起来只是"多了一块"),而且以后别人加缓存版本号时很容易再犯一次。
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if (document.querySelector('.site-header')) return;
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startAuthSync();
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document.body.classList.add(`portal-${mode}`);
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const context = getAuthContext();
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const links = mode === 'customer'
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? CUSTOMER_LINKS
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: mode === 'risk'
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? RISK_LINKS
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: mode === 'advisor'
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? ADVISOR_LINKS
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: mode === 'operator'
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? OPERATOR_LINKS
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: mode === 'admin'
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? ADMIN_LINKS
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: PUBLIC_LINKS;
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document.body.insertAdjacentHTML('afterbegin', headerMarkup(links, active, context, mode));
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document.body.insertAdjacentHTML('beforeend', footerMarkup());
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const menu = document.querySelector('[data-menu]');
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const nav = document.querySelector('[data-nav]');
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menu?.addEventListener('click', () => {
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const open = nav.classList.toggle('site-header__nav--open');
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menu.setAttribute('aria-expanded', String(open));
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});
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const accountMenu = document.querySelector('[data-account-menu]');
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const accountToggle = document.querySelector('[data-account-toggle]');
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const accountPopover = document.querySelector('[data-account-popover]');
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const closeAccountMenu = () => {
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accountMenu?.classList.remove('account-menu--open');
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accountToggle?.setAttribute('aria-expanded', 'false');
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};
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accountToggle?.addEventListener('click', () => {
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const open = accountMenu.classList.toggle('account-menu--open');
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accountToggle.setAttribute('aria-expanded', String(open));
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if (open) accountPopover?.querySelector('[role="menuitem"]')?.focus();
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});
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document.addEventListener('click', (event) => {
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if (accountMenu && !accountMenu.contains(event.target)) closeAccountMenu();
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});
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document.addEventListener('keydown', (event) => {
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if (event.key === 'Escape') {
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closeAccountMenu();
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accountToggle?.focus();
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}
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});
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document.querySelector('[data-switch-account]')?.addEventListener('click', () => {
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switchAccount(mode === 'customer' ? 'customer' : 'staff');
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});
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document.querySelector('[data-logout]')?.addEventListener('click', () => {
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clearAuthSession();
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window.location.assign('/portal/guest/home/?reason=signed-out');
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});
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const networkStatus = document.querySelector('[data-network-status]');
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let networkStatusTimer = 0;
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const hideNetworkStatus = () => {
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window.clearTimeout(networkStatusTimer);
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networkStatus.classList.remove('network-status--visible');
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};
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const showNetworkStatus = (message, duration = 3600) => {
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window.clearTimeout(networkStatusTimer);
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networkStatus.textContent = message;
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networkStatus.classList.add('network-status--visible');
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if (duration > 0) networkStatusTimer = window.setTimeout(hideNetworkStatus, duration);
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};
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window.addEventListener('offline', () => {
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showNetworkStatus('网络已断开', 0);
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});
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window.addEventListener('online', () => {
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showNetworkStatus('网络已恢复,请点击刷新', 3000);
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});
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window.addEventListener('portal:error', (event) => {
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const detail = event.detail || {};
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showNetworkStatus(detail.message || '请求未完成');
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});
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window.addEventListener('portal:auth-expired', () => {
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networkStatus.textContent = '登录已过期,请重新登录';
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networkStatus.classList.add('network-status--visible');
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});
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if (new URLSearchParams(window.location.search).get('reason') === 'signed-out') {
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networkStatus.textContent = '您已安全退出登录';
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networkStatus.classList.add('network-status--visible');
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window.setTimeout(() => networkStatus.classList.remove('network-status--visible'), 3200);
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window.history.replaceState({}, '', window.location.pathname);
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}
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const observer = new MutationObserver(() => {
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const traceId = document.documentElement.dataset.traceId || '';
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const watermark = document.querySelector('[data-trace-watermark]');
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if (watermark) watermark.textContent = traceId ? `追踪标识 ${traceId}` : '';
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});
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observer.observe(document.documentElement, { attributes: true, attributeFilter: ['data-trace-id'] });
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mountCustomerServiceFor(mode);
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}
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