group_xinghuo_jinrong/docs/course/jinrong-module-advisor/modules/01-scenario.html

<section class="module" id="module-1">
  <div class="module-inner">
    <p class="eyebrow animate-in">模块 1 · 理财师视角</p>
    <h1 class="module-title animate-in">代理人助手：<br>聊名下客户，不外发草稿</h1>
    <p class="module-lead animate-in">
      理财师（如 <code>STAFF-10086</code>）登录后打开「代理人助手」，通过
      <span class="term" data-definition="X-Agent-Type 是 HTTP 请求头里的一行，告诉后端这次对话走哪条 Agent 业务线；理财师必须填 advisor。">X-Agent-Type: advisor</span>
      进入顾问线。只能讨论<strong>名下已绑定</strong>的客户，生成的沟通草稿不会自动发给客户。
    </p>

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      <h2>三条和 customer 线的硬区别</h2>
      <div class="pattern-cards">
        <div class="pattern-card">
          <h3>编排入口</h3>
          <p>走 顾问通用 tool→llm→guard 编排（<code>agent_service.py</code>）顾问通用 tool→llm→guard 编排，<strong>不是</strong> 登录客户 14 节点编排（<code>customer_service.py</code>）登录客户 14 节点编排。</p>
        </div>
        <div class="pattern-card">
          <h3>客户范围</h3>
          <p>会话可绑定某个 <code>customer_id</code>；查数据前过 G-01 归属——必须是 <code>customer_advisor_rel</code> 里 active 的名下客户。</p>
        </div>
        <div class="pattern-card">
          <h3>能力边界</h3>
          <p>System prompt 固化：可查持仓/流水/风评、搜产品知识库；<strong>草稿不外发</strong>、不做投资建议承诺。</p>
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      </div>
      <div class="callout callout-accent">
        <strong>Demo 账号：</strong> <code>STAFF-10086</code> 理财师 · 名下示例客户 <code>CUST-9527</code>。改功能时先确认会话里绑的是哪位客户，再测归属拒绝场景。
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      <h2>请求长什么样</h2>
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          <span class="translation-label">前端 · chat.ts</span>
          <pre><code><span class="code-line">POST /api/chat/stream</span>
<span class="code-line">Authorization: Bearer &lt;jwt&gt;</span>
<span class="code-line"><span class="code-string">"X-Agent-Type"</span>: <span class="code-string">"advisor"</span></span>
<span class="code-line">{ <span class="code-string">"message"</span>: <span class="code-string">"客户持仓如何"</span>, <span class="code-string">"customer_id"</span>: <span class="code-string">"CUST-9527"</span> }</span></code></pre>
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        <div class="translation-english">
          <span class="translation-label">白话</span>
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            <p class="tl">和对话 API 一样要带 JWT，但 Agent 类型填 advisor，不是 customer。</p>
            <p class="tl">body 里可指定要服务的客户号；后端会校验这位客户是否在该理财师名下。</p>
            <p class="tl">缺 X-Agent-Type 直接 401，和业务代码无关。</p>
          </div>
        </div>
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      <h2>顾问线能调哪些 Tool（关键词意图）</h2>
      <div class="badge-list">
        <div class="badge-item"><span class="badge-code">query_holdings</span><span class="badge-desc">持仓 / 持有 / 仓位</span></div>
        <div class="badge-item"><span class="badge-code">query_recent_trades</span><span class="badge-desc">流水 / 交易记录</span></div>
        <div class="badge-item"><span class="badge-code">query_customer_profile</span><span class="badge-desc">风险测评 / 风险等级</span></div>
        <div class="badge-item"><span class="badge-code">search_knowledge</span><span class="badge-desc">基金 / 申购 / 费率 / 产品手册</span></div>
      </div>

      <div class="quiz-container" id="quiz-advisor-m1">
        <div class="quiz-question-block"
             data-correct="option-b"
             data-explanation-right="对。advisor 走 顾问通用 tool→llm→guard 编排（agent_service.py）的 tool→llm→guard；customer 才走 登录客户 14 节点编排（customer_service.py）14 节点。"
             data-explanation-wrong="理财师线和客户线是 四 Agent 对话 HTTP 入口（chat.py）里两个 if 分支，编排文件不同。">
          <h3 class="quiz-question">理财师打开「代理人助手」对话，编排跑在哪？</h3>
          <div class="quiz-options">
            <button class="quiz-option" data-value="option-a" onclick="selectOption(this)">
              <div class="quiz-option-radio"></div><span>登录客户 14 节点编排（customer_service.py）</span>
            </button>
            <button class="quiz-option" data-value="option-b" onclick="selectOption(this)">
              <div class="quiz-option-radio"></div><span>顾问通用 tool→llm→guard 编排（agent_service.py）</span>
            </button>
            <button class="quiz-option" data-value="option-c" onclick="selectOption(this)">
              <div class="quiz-option-radio"></div><span>analyst_agent 问数</span>
            </button>
          </div>
          <div class="quiz-feedback"></div>
        </div>
        <button class="quiz-check-btn" onclick="checkQuiz('quiz-advisor-m1')">检查答案</button>
        <button class="quiz-reset-btn" onclick="resetQuiz('quiz-advisor-m1')">重做</button>
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