Windows
2fe7d0c506
客户在自己主页提交申报 → 投顾工作台受理 → 自动跑既有推荐逻辑生成一份待审核草稿 → 投顾再走既有的「审核通过 → 发送给客户」。补上原先「客户只能被动等方案」的缺口。 后端 - 新增表 advisor_service_request（本轮新建，带 AUTO_INCREMENT）+ 迁移 20260916_advisor_service_request（幂等：先查表再建，兼容本库 alembic 指针滞后） - 新增 AdvisorServiceRequestService：create / list_mine / queue / review · 申报前置：风险测评必须存在且未失效（FM-03，12 个月），服务端判 · 队列复用 ProductRecommendationService._visible_customer_ids（本人 + 归属），待受理排前 · 受理即调用推荐逻辑生成草稿并把 content_id 回填；生成前置失败给出人话原因并保持待受理 · 「已发送客户」不落库，由关联方案 published_at 推导，避免两处状态各写各的 - 权限码 9071-9074（客户 write/read:self、投顾 read/review），已进种子与授权工具 前端 - 投顾工作台新增「客户申报」面板（受理 / 驳回，驳回理由客户可见） - 客户页新增申报表单（金额/期限/风险偏好/备注）与「我的申报」列表 客户自助路由刻意不挂投顾灰度闸门：那是投顾业务的灰度，客户提交自己的申请不该被它拦下。
86 lines
3.6 KiB
Python
86 lines
3.6 KiB
Python
"""客户申报投顾方案 + 投顾受理审批 的 HTTP 入口（`docs/05` 未登记的 AD 段新端点）。
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| 段 | 端点 | 权限码 | 摘要 |
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|---|---|---|---|
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| 客户 | `POST /api/v1/users/me/advisor-requests` | `advisor-request:write:self` | 提交申报 |
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| 客户 | `GET /api/v1/users/me/advisor-requests` | `advisor-request:read:self` | 我的申报（含状态） |
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| 投顾 | `GET /api/v1/advisor/service-requests` | `advisor-request:read` | 名下客户的申报队列 |
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| 投顾 | `POST /api/v1/advisor/service-requests/{request_no}/reviews` | `advisor-request:review` | 受理 / 驳回 |
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客户侧刻意**不挂投顾灰度闸门**（`enforce_advisor_rollout`）—— 那是投顾业务的灰度，
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客户提交自己的服务申请不该被它拦下；投顾侧照旧挂上。
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"""
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from __future__ import annotations
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from fastapi import APIRouter, Depends, Header, Path
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from app.api.dependencies.auth import build_request_context
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from app.api.dependencies.rate_limit import enforce_rate_limit
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from app.core.contracts import RequestContext
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from app.core.errors import ValidationAgentError
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from app.service.advisor_rollout_service import enforce_advisor_rollout
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from app.service.advisor_service_request_service import (
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AdvisorServiceRequestCreate,
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AdvisorServiceRequestService,
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)
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client_router = APIRouter(
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prefix="/api/v1/users/me",
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tags=["advisor-service-requests"],
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dependencies=[Depends(enforce_rate_limit)],
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)
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advisor_router = APIRouter(
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prefix="/api/v1/advisor",
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tags=["advisor-service-requests"],
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dependencies=[Depends(enforce_rate_limit), Depends(enforce_advisor_rollout)],
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)
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@client_router.post("/advisor-requests")
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async def create_advisor_request(
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payload: AdvisorServiceRequestCreate,
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context: RequestContext = Depends(build_request_context), # noqa: B008
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key: str | None = Header(default=None, alias="Idempotency-Key"),
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) -> dict[str, object]:
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"""客户主动申报投顾方案（需已完成且未过期的风险测评）。"""
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return await AdvisorServiceRequestService().create(payload, context, key)
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@client_router.get("/advisor-requests")
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async def my_advisor_requests(
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context: RequestContext = Depends(build_request_context), # noqa: B008
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) -> dict[str, object]:
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"""我的申报单（待受理 / 已受理 / 已发送 / 已驳回）。"""
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return await AdvisorServiceRequestService().list_mine(context)
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@advisor_router.get("/service-requests")
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async def advisor_service_request_queue(
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context: RequestContext = Depends(build_request_context), # noqa: B008
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) -> dict[str, object]:
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"""名下客户提交的申报队列（待受理排前面）。"""
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return await AdvisorServiceRequestService().queue(context)
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@advisor_router.post("/service-requests/{request_no}/reviews")
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async def review_advisor_service_request(
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payload: dict[str, object],
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request_no: str = Path(min_length=8, max_length=32),
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context: RequestContext = Depends(build_request_context), # noqa: B008
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key: str | None = Header(default=None, alias="Idempotency-Key"),
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) -> dict[str, object]:
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"""受理（**自动生成方案草稿**）或驳回客户的申报。
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受理后投顾仍需走既有的「审核通过 → 发送给客户」，方案才会到客户手里。
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"""
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decision = payload.get("decision")
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if decision not in {"accepted", "rejected"}:
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raise ValidationAgentError("decision 必须为 accepted 或 rejected")
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comment = payload.get("comment", "")
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if not isinstance(comment, str):
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raise ValidationAgentError("comment 必须是字符串")
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return await AdvisorServiceRequestService().review(
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request_no, str(decision), comment, context, key
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)
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