lzf_0626
de55c5c60c
## 1. docs/05 §19 补登 17 个投顾端点
这批端点此前**只存在于代码中**，§19 一条都没登记；而 §12 写的入口
`/api/v1/advisory-plans/**` 与实际路径 `/api/v1/advisor/**` 也不符（已修正）。
- **A041–A046**：管理员治理（配置回测、画像标签与漂移复核、推荐方案审核与发布）
- **AD001–AD011**：投顾自用。**新开 `AD` 号段**的理由：它与 A 段是两个不同的权限面
—— A 段是 `/api/v1/admin/**` 管理面，AD 段是 `/api/v1/advisor/**` 投顾自用；
混在一个号段里，"这条到底谁能调"就得逐条去读权限列。
- 另加 AD 段说明块：`investment-goal` 的两套权限码（`...:self` / `...:customer`）、
AD006/AD007 虽在投顾路径下却要求 `admin`、灰度开关 `enforce_advisor_rollout` 前置、
幂等范围（AD008/AD009 无幂等头）、以及 404/409 的失败口径。
§19 现为 **90 个端点 / 9 个号段**，无重复。
## 2. 管理员复核入口 + A047 待审队列
**发现一个让审核链路不可达的缺口**：`review` / `publish` 都要求调用方先拿到键
（推荐方案是 `content_id`、方案书是 `goal_no`），而此前**没有任何端点能列出待审内容**
—— 管理员拿不到键，投顾生成的东西就永远停在待审状态。
- 新增 `GET /api/v1/admin/advisor/pending-contents`（编号 **A047**）：一次返回两类待审内容。
两类内容的"待审"取值不同（推荐方案 `pending_review`、方案书 `pending`），
只判其中一个会整类漏掉，所以用 `PENDING_STATES` 一并匹配。
- **为方案书一并查出 `goal_no`** —— 它的审核/发布端点（AD006/AD007）按 `goal_no` 寻址，
只给 `content_id` 的话管理员拿到列表也调不动。已由 integration 测试守住这一点。
- 管理员工作台新增「投顾复核」标签页：列出待审内容，支持审核通过 / 驳回 / 发布；
前端按 `content_type` 自动选择端点、寻址键与载荷
（方案书发布要 `{publish: true}`，推荐方案发布不读 body）。
- 发布前校验状态：未审核通过不允许发布，与 `publish_book` 的 `IllegalState` 一致。
## 3. ⚠️ 同时发现：投顾的三个分析功能对投顾本人不可用
`ProductRecommendationQuery` **没有 `customer_id`** 字段，而 `generate` 用的是
`int(context.user_id)`（`product_recommendation_service.py:69`）—— 即**把投顾自己**
当成了服务对象。投顾是员工、没有风险测评与持仓，于是实测：
POST /api/v1/advisor/recommendations → {"status": "profile_required"}
POST /api/v1/advisor/asset-allocation → {"status": "profile_required"}
**组合分析、资产配置、生成推荐草案这三个功能，投顾调用必然拿不到结果。**
这是"投顾功能很奇怪"的直接来源之一。修它要改接口契约（加 `customer_id`、
并确定"投顾能对哪些客户生成"的权限口径），属产品决策，未在本提交内改动。
验证：unit+contract **1397 passed**；新增 integration 用例 2 passed；ruff 通过；
mypy 251 文件 0 错；A047 实测管理员 200（带出方案书的 `goal_no`）、投顾 403。
253 lines
13 KiB
JavaScript
253 lines
13 KiB
JavaScript
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}' },
|
||
ADMIN_ADVISOR_PENDING: { method: 'GET', path: '/api/v1/admin/advisor/pending-contents' },
|
||
ADMIN_ADVISOR_REVIEW: { method: 'POST', path: '/api/v1/admin/advisor/recommendations/{contentId}/reviews', idempotent: true },
|
||
ADMIN_ADVISOR_PUBLISH: { method: 'POST', path: '/api/v1/admin/advisor/recommendations/{contentId}/publications', idempotent: true },
|
||
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' },
|
||
ADVISOR_REVIEW_BOOK: { method: 'POST', path: '/api/v1/advisor/investment-goals/{goalNo}/goal-book/reviews', idempotent: true },
|
||
ADVISOR_PUBLISH_BOOK: { method: 'POST', path: '/api/v1/advisor/investment-goals/{goalNo}/goal-book/publications', idempotent: true },
|
||
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 };
|