group_xinghuo_jinrong/docs/course/jinrong-module-customer/modules/01-capabilities.html

<section class="module" id="module-1">
  <div class="module-inner">
    <p class="eyebrow animate-in">模块 1 · 客户视角</p>
    <h1 class="module-title animate-in">客户能做什么？<br>从 SSE 对话到 Core 只读</h1>
    <p class="module-lead animate-in">
      登录客户（如 <code>CUST-9527</code>）打开「客户助手」后，可走<strong>同步</strong>或
      <span class="term" data-definition="SSE = Server-Sent Events，服务器像打字一样一段段把回复推给浏览器，不用等整段话生成完。">SSE 流式</span>
      对话。未登录访客另有<strong>游客试聊</strong>（只 RAG、不查持仓）。
      2026-09 <code>merger</code> 分支：客户线 SSE 已接通，测试基线 **786 passed**。
    </p>

    <div class="screen animate-in">
      <h2>四条能力线（指挥 AI 改功能前先对齐）</h2>
      <div class="pattern-cards">
        <div class="pattern-card">
          <h3>对话 SSE / 同步</h3>
          <p><code>POST /api/chat/stream</code> 或 <code>POST /api/chat</code>，请求头 <code>X-Agent-Type: customer</code> + Bearer JWT。</p>
        </div>
        <div class="pattern-card">
          <h3>持仓 / 流水 / 风评 / 净值</h3>
          <p>意图命中后走 Core 模拟库只读查询 Tool（<code>core_ro_tool.py</code>）；含 C-05 最新净值（非实时）；C-04 查持仓时可 inline 阈值提醒。</p>
        </div>
        <div class="pattern-card">
          <h3>产品规则 RAG</h3>
          <p><code>fin_*</code> 知识库（Milvus）回答申购赎回、费率等产品咨询；画像语境注入但不泄露敏感字段。</p>
        </div>
        <div class="pattern-card">
          <h3>游客试聊</h3>
          <p><code>POST /api/chat/visitor</code> 免登录，游客试聊 9 节点编排（<code>visitor_service.py</code>），不写客户会话表。</p>
        </div>
      </div>
      <div class="callout callout-accent">
        <strong>和理财师线的区别：</strong> 客户线走登录客户 14 节点 LangGraph 编排（<code>customer_service.py</code>），<strong>不走</strong> 顾问通用 tool→llm→guard 编排（<code>agent_service.py</code>）。
      </div>
    </div>

    <div class="screen animate-in">
      <h2>数据流：浏览器问「我持仓多少」</h2>
      <p>客户发消息后，四 Agent 对话 HTTP 入口（<code>chat.py</code>）按 <code>X-Agent-Type</code> 分流到客户编排，再查 Core。</p>

      <div class="flow-animation" data-steps='[
        {"highlight":"flow-actor-1","label":"浏览器：ChatPanel 带 JWT + X-Agent-Type: customer"},
        {"highlight":"flow-actor-2","label":"四 Agent 对话 HTTP 入口（chat.py）：鉴权、建 session、分流 customer 分支","packet":true,"from":"1","to":"2"},
        {"highlight":"flow-actor-3","label":"customer_service：意图→tool_call→interpret（数值来自 Core）","packet":true,"from":"2","to":"3"},
        {"highlight":"flow-actor-4","label":"Core 只读查询 Tool（core_ro_tool.py）：SQL 只读 + fact_text 脱敏模板","packet":true,"from":"3","to":"4"},
        {"highlight":"flow-actor-1","label":"SSE 分块推送完整回复 + MySQL 落会话","packet":true,"from":"4","to":"1"}
      ]'>
        <div class="flow-actors">
          <div class="flow-actor" id="flow-actor-1"><span class="flow-actor-icon">🖥</span><span>浏览器</span></div>
          <div class="flow-actor" id="flow-actor-2"><span class="flow-actor-icon">🚪</span><span>对话 HTTP 入口（chat.py）</span></div>
          <div class="flow-actor" id="flow-actor-3"><span class="flow-actor-icon">🤖</span><span>customer_service</span></div>
          <div class="flow-actor" id="flow-actor-4"><span class="flow-actor-icon">🗄</span><span>core_ro_tool</span></div>
        </div>
        <p class="flow-step-label">点击「下一步」看请求怎么走</p>
        <div class="flow-controls">
          <button class="btn flow-next-btn">下一步</button>
          <button class="btn flow-reset-btn">重来</button>
        </div>
      </div>
    </div>

    <div class="screen animate-in">
      <div class="translation-block">
        <div class="translation-code">
          <span class="translation-label">入口 · 四 Agent 对话 HTTP 入口（chat.py）</span>
          <pre><code><span class="code-line"><span class="code-keyword">if</span> agent_type == <span class="code-string">"customer"</span>:</span>
<span class="code-line">    host_ctx = host_auth_for_customer_service(auth, trace_id=trace_id)</span>
<span class="code-line">    customer_prep = prepare_customer_stream(</span>
<span class="code-line">        host_ctx, message, sid, cust_id, req.end_session</span>
<span class="code-line">    )</span>
<span class="code-line">    <span class="code-comment"># 图跑完后按 chunks 推 SSE</span></span></code></pre>
        </div>
        <div class="translation-english">
          <span class="translation-label">白话</span>
          <div class="translation-lines">
            <p class="tl">看到 customer 就换轨道：不进 agent_service，改走客户专用编排。</p>
            <p class="tl">先把 JWT 转成 customer_service 认识的 AuthContext（字段名对齐）。</p>
            <p class="tl">流式路径：LangGraph 整图跑完，再把回复切成块推给前端——Tool/RAG 仍是同步完成。</p>
          </div>
        </div>
      </div>

      <div class="quiz-container" id="quiz-customer-m1">
        <div class="quiz-question-block"
             data-correct="option-b"
             data-explanation-right="对。游客走 /api/chat/visitor + visitor_service，免 JWT，不查持仓/流水。"
             data-explanation-wrong="游客试聊和登录客户是两条线：无 JWT、无 Core 客户数据查询。">
          <h3 class="quiz-question">未登录访客在首页试聊，会查到自己的持仓吗？</h3>
          <div class="quiz-options">
            <button class="quiz-option" data-value="option-a" onclick="selectOption(this)">
              <div class="quiz-option-radio"></div><span>会，走同一套 customer_service</span>
            </button>
            <button class="quiz-option" data-value="option-b" onclick="selectOption(this)">
              <div class="quiz-option-radio"></div><span>不会，只 RAG + 闲聊，无客户数据</span>
            </button>
            <button class="quiz-option" data-value="option-c" onclick="selectOption(this)">
              <div class="quiz-option-radio"></div><span>会，但要填客户号</span>
            </button>
          </div>
          <div class="quiz-feedback"></div>
        </div>
        <button class="quiz-check-btn" onclick="checkQuiz('quiz-customer-m1')">检查答案</button>
        <button class="quiz-reset-btn" onclick="resetQuiz('quiz-customer-m1')">重做</button>
      </div>
    </div>
  </div>
</section>