张胜宇
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1) 客服 Agent 四份交付文档 + 构建脚手架：品牌由包装占位 XX科技 / 旧名 南方财富 统一为南方基金（热线 400-889-8899 / 官网 nffund.com），系统名改为「智能服务系统」； 同步追加 §0.4 修订记录行，工程记录行保留原占位字面以支撑硬编码扫描验收。 2) 开发文档：清理 28 份已作废/残留文档（14 份移出归档 + 14 份仓库副本）， 新增《文档规整方案与开发前待决事项-2026-09-17》。 3) 客服agent 四份交付文档首次纳入本分支。
199 lines
8.4 KiB
Python
199 lines
8.4 KiB
Python
"""§T 用户自助场内基金模拟交易 controller（`docs/05` §19 T 段）。
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端点与权限码（9 个端点 / 5 个权限码）：
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| § | 端点 | 权限码 | 摘要 |
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|---|---|---|---|
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| T001 | `GET /api/v1/users/me/account/dashboard` | `account:read:self` | 我的账户看板 |
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| T002 | `POST /api/v1/users/me/orders` | `trade:order:create` | 提交委托（首版市价立即成交） |
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| T003 | `GET /api/v1/users/me/orders` | `trade:order:read` | 委托列表 |
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| T004 | `GET /api/v1/users/me/orders/{order_no}` | `trade:order:read` | 委托详情 |
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| T005 | `POST /api/v1/users/me/orders/{order_no}/cancellations` | `trade:order:cancel` | 撤单 |
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| T006 | `GET /api/v1/users/me/holdings` | `holding:read:self` | 持仓列表 |
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| T007 | `GET /api/v1/users/me/transactions` | `trade:txn:read` | 成交记录列表 |
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| T008 | `GET /api/v1/users/me/transactions/{txn_no}` | `trade:txn:read` | 成交详情 |
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| T009 | `GET /api/v1/users/me/cash-ledger` | `account:read:self` | 资金明细 |
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设计要点：
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- 全部走 `build_request_context`（与 memory / portfolio 一致），数据范围 `self`。
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- 不走限流依赖（`enforce_rate_limit`）——场内交易为低频，由底座网关层限流。
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- 信封用 `envelope` / `list_envelope`，与 §3.3 一致。
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"""
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from __future__ import annotations
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from fastapi import APIRouter, Depends, Header, Query, status
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from sqlalchemy.ext.asyncio import AsyncSession
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from app.api.dependencies.auth import build_request_context
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from app.api.dependencies.database import get_session
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from app.api.schemas.trading import OrderCreateRequest, OrderCreateResponse
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from app.api.views.envelope import envelope, list_envelope
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from app.core.contracts import RequestContext
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from app.service.api_transaction_service import ApiTransactionService
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from app.service.authorization_service import AuthorizationService
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from app.service.suitability_service import SuitabilityService
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from app.service.trade_service import TradeService
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router = APIRouter(prefix="/api/v1/users/me", tags=["trading"])
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#: T002 的幂等作用域。与权限码同名，便于审计时一眼对上是哪个写操作。
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ORDER_SCOPE = "trade:order:create"
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def _service(session: AsyncSession, context: RequestContext) -> TradeService:
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return TradeService(session, suitability_evaluator=SuitabilityService())
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async def _authorize(context: RequestContext, permission: str) -> None:
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"""Enforce the endpoint permission declared in docs/05 before DB work."""
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await AuthorizationService.require(context, permission)
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# T001 账户看板
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@router.get("/account/dashboard")
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async def get_account_dashboard(
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context: RequestContext = Depends(build_request_context), # noqa: B008
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session: AsyncSession = Depends(get_session), # noqa: B008
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) -> dict[str, object]:
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await _authorize(context, "account:read:self")
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data = await _service(session, context).get_account_dashboard(context)
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return envelope(data, context)
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# T002 提交委托（市价立即成交）
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#
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# ⚠️ 幂等：本端点此前**没有任何幂等保护** —— 全仓 7 个 controller 共 29 处声明了
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# `Idempotency-Key`，唯独 trading.py 一处都没有（`docs/05` §5.2 要求写端点必须带）。
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# 后果是**实测复现**过的：同一笔意愿在网关超时后被客户端按标准重试重发，
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# 两次请求各自生成新的 `order_no`、各扣一次款、各建一次仓
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# （实测：可用现金 -910.50 = 2×455.25，持仓 3500 -> 3700）。
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#
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# 现在接 `ApiTransactionService.execute_in`：业务写入与幂等回执**同一个事务**，
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# 同键同 body 的第二次请求直接回放上次响应，不再重复成交。
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@router.post("/orders", status_code=status.HTTP_201_CREATED)
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async def submit_order(
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payload: OrderCreateRequest,
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context: RequestContext = Depends(build_request_context), # noqa: B008
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session: AsyncSession = Depends(get_session), # 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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await _authorize(context, ORDER_SCOPE)
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async def action(inner: AsyncSession) -> dict[str, object]:
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# `commit=False`：提交由 `execute_in` 统一做，业务写入与幂等回执同事务。
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response = await _service(inner, context).submit_order(payload, context, commit=False)
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# 统一 JSON 化。`execute_in` 回放的是**已落库的 dict**，首次返回值必须是
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# 同一形状，否则"重放"与"首次"两种路径返回的字段类型会不一致。
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return response.model_dump(mode="json")
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data = await ApiTransactionService().execute_in(
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session,
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context,
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ORDER_SCOPE,
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key,
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payload.model_dump(mode="json"),
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action,
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)
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# 还原成响应模型再套信封：保持与改动前**完全一致**的响应结构
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# （金额仍是字符串化 Decimal，见 docs/05 §3.3）。
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return envelope(OrderCreateResponse.model_validate(data), context)
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# T003 委托列表
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@router.get("/orders")
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async def list_orders(
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limit: int = Query(default=20, ge=1, le=100),
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cursor: str | None = Query(default=None),
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context: RequestContext = Depends(build_request_context), # noqa: B008
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session: AsyncSession = Depends(get_session), # noqa: B008
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) -> dict[str, object]:
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await _authorize(context, "trade:order:read")
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cursor_id = int(cursor) if cursor else None
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items, next_cursor = await _service(session, context).list_orders(
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context, limit=limit, cursor=cursor_id
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)
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return list_envelope(
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{"items": items, "next_cursor": next_cursor, "has_more": next_cursor is not None},
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context,
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)
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# T004 委托详情
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@router.get("/orders/{order_no}")
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async def get_order(
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order_no: str,
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context: RequestContext = Depends(build_request_context), # noqa: B008
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session: AsyncSession = Depends(get_session), # noqa: B008
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) -> dict[str, object]:
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await _authorize(context, "trade:order:read")
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data = await _service(session, context).get_order(order_no, context)
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return envelope(data, context)
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# T005 撤单
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@router.post("/orders/{order_no}/cancellations", status_code=status.HTTP_200_OK)
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async def cancel_order(
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order_no: str,
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context: RequestContext = Depends(build_request_context), # noqa: B008
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session: AsyncSession = Depends(get_session), # noqa: B008
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) -> dict[str, object]:
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await _authorize(context, "trade:order:cancel")
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order = await _service(session, context).cancel_order(order_no, context)
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return envelope(order, context)
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# T006 持仓列表
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@router.get("/holdings")
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async def list_holdings(
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context: RequestContext = Depends(build_request_context), # noqa: B008
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session: AsyncSession = Depends(get_session), # noqa: B008
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) -> dict[str, object]:
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await _authorize(context, "holding:read:self")
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data = await _service(session, context).list_holdings(context)
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return envelope(data, context)
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# T007 成交记录列表
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@router.get("/transactions")
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async def list_transactions(
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limit: int = Query(default=20, ge=1, le=100),
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cursor: str | None = Query(default=None),
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context: RequestContext = Depends(build_request_context), # noqa: B008
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session: AsyncSession = Depends(get_session), # noqa: B008
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) -> dict[str, object]:
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await _authorize(context, "trade:txn:read")
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cursor_id = int(cursor) if cursor else None
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data = await _service(session, context).list_transactions(
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context, limit=limit, cursor=cursor_id
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)
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return envelope(data, context)
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# T008 成交详情
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@router.get("/transactions/{txn_no}")
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async def get_transaction(
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txn_no: str,
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context: RequestContext = Depends(build_request_context), # noqa: B008
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session: AsyncSession = Depends(get_session), # noqa: B008
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) -> dict[str, object]:
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await _authorize(context, "trade:txn:read")
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item = await _service(session, context).get_transaction(txn_no, context)
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return envelope(item, context)
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# T009 资金明细
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@router.get("/cash-ledger")
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async def list_cash_ledger(
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limit: int = Query(default=20, ge=1, le=100),
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cursor: str | None = Query(default=None),
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context: RequestContext = Depends(build_request_context), # noqa: B008
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session: AsyncSession = Depends(get_session), # noqa: B008
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) -> dict[str, object]:
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await _authorize(context, "account:read:self")
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cursor_id = int(cursor) if cursor else None
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data = await _service(session, context).list_cash_ledger(
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context, limit=limit, cursor=cursor_id
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)
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return envelope(data, context)
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