张胜宇
e239eb778b
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。
285 lines
11 KiB
Python
285 lines
11 KiB
Python
"""产品推介材料的受限版式规划。"""
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from __future__ import annotations
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import json
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import logging
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from typing import Any
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from app.service.agent.bootstrap import get_model_service
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from app.service.model_gateway import DatabaseModelEndpointResolver
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logger = logging.getLogger(__name__)
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ALLOWED_COVER_LAYOUTS = {
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"cover_left_photo_right",
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"cover_visual_right",
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"cover_full_bleed",
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}
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ALLOWED_CONTENT_LAYOUTS = {
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"single_column",
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"two_columns",
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"chart_focus",
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"metrics_focus",
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"manager_profile",
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"full_width_disclosure",
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"visual_focus",
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}
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ALLOWED_POSTER_LAYOUTS = {
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"poster_balanced",
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"poster_chart_focus",
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"poster_manager_focus",
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}
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ALLOWED_BACKGROUND_THEMES = {
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"data_lines",
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"geometric_grid",
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"soft_wave",
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"none",
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}
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ALLOWED_DESIGN_TONES = {"institutional_tech", "warm_editorial", "quiet_data"}
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ALLOWED_CONTENT_STRUCTURES = {
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"balanced_split",
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"strategy_right_emphasis",
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"strategy_left_emphasis",
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}
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ALLOWED_COLUMN_RATIOS = {"40_60", "45_55", "50_50", "55_45", "60_40"}
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class PromotionLayoutPlanner:
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"""调用文本模型规划有限枚举，模型不可输出坐标或改写材料内容。"""
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async def plan(
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self,
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draft: dict[str, Any],
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*,
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has_photo: bool,
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has_chart: bool,
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) -> dict[str, Any]:
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fallback = self.default_plan(draft, has_photo=has_photo, has_chart=has_chart)
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prompt = self._prompt(draft, has_photo=has_photo, has_chart=has_chart)
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try:
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endpoints = await DatabaseModelEndpointResolver().resolve(
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agent_type="promotion_material",
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task_type="text_generation",
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)
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result = await get_model_service().generate(endpoints, prompt, max_attempts=2)
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parsed = self._parse_json(result.text)
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return self._validate(parsed, draft, fallback)
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except Exception:
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logger.warning("推介材料版式规划失败，退回确定性版式", exc_info=True)
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return fallback
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@staticmethod
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def default_plan(
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draft: dict[str, Any],
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*,
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has_photo: bool,
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has_chart: bool,
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) -> dict[str, Any]:
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chapters = draft.get("chapters", [])
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page_plans = []
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for chapter in chapters:
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title = str(chapter.get("title") or "")
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density = PromotionLayoutPlanner.content_density(chapter)
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if chapter.get("chart_index") is not None and has_chart:
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layout = "chart_focus"
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elif title == "管理人及投研团队" and has_photo:
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layout = "manager_profile"
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elif title == "风险揭示":
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layout = "full_width_disclosure"
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elif density == "low":
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layout = "visual_focus"
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elif title in {"产品基本信息", "投资范围、策略与限制", "费用结构"}:
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layout = "two_columns"
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else:
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layout = "single_column"
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page_plans.append({
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"chapter_title": title,
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"layout": layout,
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"content_density": density,
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})
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return {
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"cover_layout": "cover_left_photo_right" if has_photo else "cover_visual_right",
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"poster_layout": "poster_chart_focus" if has_chart else "poster_balanced",
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"background_theme": "data_lines",
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"design_profile": PromotionLayoutPlanner._default_design_profile(
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chapters, has_photo=has_photo, has_chart=has_chart
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),
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"page_plans": page_plans,
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}
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@staticmethod
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def _default_design_profile(
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chapters: list[dict[str, Any]], *, has_photo: bool, has_chart: bool
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) -> dict[str, str]:
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"""从参考样张提炼可组合的设计基因，而不是复制固定模板。"""
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strategy = next(
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(item for item in chapters if item.get("title") == "投资范围、策略与限制"),
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{},
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)
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strategy_is_primary = len(str(strategy.get("body") or "")) >= 90
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if has_chart and has_photo:
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tone = "institutional_tech"
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elif has_photo:
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tone = "warm_editorial"
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else:
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tone = "quiet_data"
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return {
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"design_tone": tone,
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"content_structure": (
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"strategy_right_emphasis" if strategy_is_primary else "balanced_split"
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),
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"column_ratio": "40_60" if strategy_is_primary else "50_50",
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"manager_layout": "profile_feature" if has_photo else "profile_compact",
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"performance_layout": "chart_dominant" if has_chart else "metrics_first",
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"background_role": "edge_texture" if has_chart else "soft_paper",
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}
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@staticmethod
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def content_density(chapter: dict[str, Any]) -> str:
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"""按原始内容和已有素材判断信息密度，不生成或修改业务内容。"""
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body = str(chapter.get("body") or "").strip()
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length = len(body.replace("\\n", ""))
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signals = sum(
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chapter.get("chart_index") is not None
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if name == "chart_index"
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else bool(chapter.get(name))
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for name in ("chart_index", "metrics", "table", "photo")
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)
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if length < 90 and signals == 0:
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return "low"
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if length < 260 and signals <= 1:
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return "medium"
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return "high"
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@staticmethod
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def _prompt(
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draft: dict[str, Any],
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*,
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has_photo: bool,
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has_chart: bool,
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) -> str:
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chapters = [
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{
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"title": str(item.get("title") or ""),
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"body_length": len(str(item.get("body") or "")),
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"has_chart": item.get("chart_index") is not None,
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"content_density": PromotionLayoutPlanner.content_density(item),
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}
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for item in draft.get("chapters", [])
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]
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request = {
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"style_code": draft.get("style_code"),
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"title": draft.get("title"),
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"chapters": chapters,
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"has_manager_photo": has_photo,
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"has_performance_chart": has_chart,
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}
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return (
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"你是金融产品推介材料的版式规划器。只根据以下结构化摘要选择版式，"
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"不得改写、删减、补充任何材料文字、数字、表格、头像或业绩数据。"
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"不得返回坐标、颜色值、HTML、SVG、图片提示词或新事实。"
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"必须只返回一个 JSON 对象，字段为 cover_layout、poster_layout、"
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"background_theme、design_profile、page_plans。"
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"design_profile 含 design_tone、content_structure、column_ratio、manager_layout、"
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"performance_layout、background_role；page_plans 的每项只含 chapter_title 和 layout。"
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"可选 cover_layout：cover_left_photo_right、cover_visual_right、cover_full_bleed。"
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"可选 poster_layout：poster_balanced、poster_chart_focus、poster_manager_focus。"
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"可选 background_theme：data_lines、geometric_grid、soft_wave、none。"
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"可选 layout：single_column、two_columns、chart_focus、metrics_focus、"
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"manager_profile、full_width_disclosure、visual_focus。"
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"低密度页面优先选择 visual_focus，"
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"但不得删除或改写原始文字。content_density 只用于版式选择。"
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"可选 design_tone：institutional_tech、warm_editorial、quiet_data。"
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"可选 content_structure：balanced_split、strategy_right_emphasis、"
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"strategy_left_emphasis。可选 column_ratio：40_60、45_55、50_50、55_45、60_40。"
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"manager_layout 只能是 profile_feature 或 profile_compact；"
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"performance_layout 只能是 chart_dominant 或 metrics_first；"
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"background_role 只能是 edge_texture 或 soft_paper。"
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"页面标题必须逐字复制输入中的 title。"
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f"结构化摘要：{json.dumps(request, ensure_ascii=False)}"
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)
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@staticmethod
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def _parse_json(text: str) -> dict[str, Any]:
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value = text.strip()
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if value.startswith("```"):
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value = value.split("\n", 1)[1].rsplit("```", 1)[0].strip()
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parsed = json.loads(value)
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if not isinstance(parsed, dict):
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raise ValueError("版式规划不是 JSON 对象")
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return parsed
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@classmethod
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def _validate(
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cls,
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value: dict[str, Any],
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draft: dict[str, Any],
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fallback: dict[str, Any],
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) -> dict[str, Any]:
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if value.get("cover_layout") not in ALLOWED_COVER_LAYOUTS:
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return fallback
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if value.get("poster_layout") not in ALLOWED_POSTER_LAYOUTS:
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return fallback
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if value.get("background_theme") not in ALLOWED_BACKGROUND_THEMES:
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return fallback
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profile = value.get("design_profile")
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if not isinstance(profile, dict):
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return fallback
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if profile.get("design_tone") not in ALLOWED_DESIGN_TONES:
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return fallback
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if profile.get("content_structure") not in ALLOWED_CONTENT_STRUCTURES:
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return fallback
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if profile.get("column_ratio") not in ALLOWED_COLUMN_RATIOS:
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return fallback
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if profile.get("manager_layout") not in {"profile_feature", "profile_compact"}:
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return fallback
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if profile.get("performance_layout") not in {"chart_dominant", "metrics_first"}:
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return fallback
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if profile.get("background_role") not in {"edge_texture", "soft_paper"}:
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return fallback
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expected_titles = [
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str(item.get("title") or "") for item in draft.get("chapters", [])
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]
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raw_pages = value.get("page_plans")
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if not isinstance(raw_pages, list):
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return fallback
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by_title: dict[str, str] = {}
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for item in raw_pages:
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if not isinstance(item, dict):
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return fallback
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title = item.get("chapter_title")
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layout = item.get("layout")
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if title not in expected_titles or layout not in ALLOWED_CONTENT_LAYOUTS:
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return fallback
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by_title[str(title)] = str(layout)
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if set(by_title) != set(expected_titles):
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return fallback
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return {
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"cover_layout": value["cover_layout"],
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"poster_layout": value["poster_layout"],
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"background_theme": value["background_theme"],
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"design_profile": {name: str(profile[name]) for name in (
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"design_tone", "content_structure", "column_ratio", "manager_layout",
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"performance_layout", "background_role",
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)},
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"page_plans": [
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{
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"chapter_title": title,
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"layout": by_title[title],
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"content_density": next(
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(
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str(item.get("content_density"))
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for item in raw_pages
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if isinstance(item, dict) and item.get("chapter_title") == title
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),
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cls.content_density(next(
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item for item in draft.get("chapters", [])
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if str(item.get("title") or "") == title
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)),
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),
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}
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for title in expected_titles
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],
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}
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