group_xinghuo_jinrong/docs/course/jinrong-module-advisor/modules/04-not-done.html

<section class="module" id="module-4">
  <div class="module-inner">
    <p class="eyebrow animate-in">模块 4 · 未做与误区</p>
    <h1 class="module-title animate-in">T-20 还没做<br>Neo4j 也不是对话 Tool</h1>
    <p class="module-lead animate-in">
      顾问线 chat 骨架已通，但<strong>草稿复核工作台、合规巡检、Neo4j 实时查询</strong>都还没进对话链路。
      课程中心卡片写 Neo4j，容易让 AI 去改不存在的 Cypher 节点——这模块专门纠偏。
    </p>

    <div class="screen animate-in">
      <h2>T-20 未实现清单（2026-09 快照）</h2>
      <div class="pattern-cards">
        <div class="pattern-card">
          <h3>A-03 话术草稿</h3>
          <p>无 <code>advisor_draft</code> 表流程 · 无复核 UI · prompt 里「草稿不外发」≠ 有工作台。</p>
        </div>
        <div class="pattern-card">
          <h3>A-05 合规巡检</h3>
          <p>合规专员抽检全量顾问会话 — 无前端/API。</p>
        </div>
        <div class="pattern-card">
          <h3>A-06 跟进日志</h3>
          <p>确认后回写 L2 — 对话线未入库跟进草稿。</p>
        </div>
        <div class="pattern-card">
          <h3>已有</h3>
          <p>顾问通用 tool→llm→guard 编排（<code>agent_service.py</code>）tool→llm→guard · G-01 归属 · <code>search_knowledge</code>（kb_product_rules）。</p>
        </div>
      </div>
      <div class="callout callout-accent">
        <strong>prompt 禁外发 ≠ 系统禁外发：</strong> 代码里没有「发给客户」API，但也没有强制 <code>review_status</code> 门禁——上线前必须补 T-20。
      </div>
    </div>

    <div class="screen animate-in">
      <h2>Neo4j：同步脚本，不是 LangGraph 节点</h2>
      <div class="translation-block">
        <div class="translation-code">
          <span class="translation-label">实际存在 · Neo4j 关系图离线同步（sync_neo4j.py）/ 顾问归属离线同步（sync_advisor_rel.py）离线同步脚本</span>
          <pre><code><span class="code-line">python scripts/sync/sync_neo4j.py</span>
<span class="code-line">python scripts/sync/sync_advisor_rel.py</span>
<span class="code-line"><span class="code-comment"># Neo4j 关系图离线同步（sync_neo4j.py）/ 顾问归属离线同步（sync_advisor_rel.py）离线同步脚本</span></span></code></pre>
        </div>
        <div class="translation-english">
          <span class="translation-label">白话</span>
          <div class="translation-lines">
            <p class="tl">顾问对话<strong>不</strong>在运行时发 Cypher；名下客户靠 G-01 + Core 只读 Tool（<code>core_ro_tool.py</code>）。</p>
            <p class="tl">指挥 AI「加 Neo4j Tool 查客户关系」= 新需求，不是修现有 bug。</p>
            <p class="tl">Neo4j 数据来自 Neo4j 关系图离线同步（sync_neo4j.py）/ 顾问归属离线同步（sync_advisor_rel.py）batch sync，和 Chat 会话无实时联动。</p>
          </div>
        </div>
      </div>
    </div>

    <div class="screen animate-in">
      <h2>群聊：顾问想「一键发给客户」</h2>
      <div class="chat-window" id="chat-advisor-m4">
        <div class="chat-messages">
          <div class="chat-message" data-msg="0" data-sender="adv" style="display:none">
            <div class="chat-avatar" style="background:#8B6B4A">顾</div>
            <div class="chat-bubble">
              <span class="chat-sender" style="color:#8B6B4A">理财师</span>
              <p>帮客户写一段持仓说明，我要发微信</p>
            </div>
          </div>
          <div class="chat-message" data-msg="1" data-sender="llm" style="display:none">
            <div class="chat-avatar" style="background:#6B5B4A">AI</div>
            <div class="chat-bubble">
              <span class="chat-sender" style="color:#6B5B4A">顾问通用 tool→llm→guard 编排（agent_service.py）</span>
              <p>生成草稿文本（引用 fact_text）· 系统<strong>无</strong>外发通道</p>
            </div>
          </div>
          <div class="chat-message" data-msg="2" data-sender="you" style="display:none">
            <div class="chat-avatar" style="background:#2A7B9B">你</div>
            <div class="chat-bubble">
              <span class="chat-sender" style="color:#2A7B9B">正确指挥</span>
              <p>先补 T-20 草稿表 + review_status，不要加 POST /send-to-customer</p>
            </div>
          </div>
        </div>
        <div class="chat-typing" id="chat-advisor-m4-typing" style="display:none">
          <div class="chat-avatar" id="chat-advisor-m4-typing-avatar">…</div>
          <div class="chat-typing-dots"><span class="typing-dot"></span><span class="typing-dot"></span><span class="typing-dot"></span></div>
        </div>
        <div class="chat-controls">
          <button class="btn chat-next-btn">下一条</button>
          <button class="btn chat-all-btn">全部播放</button>
          <button class="btn chat-reset-btn">重播</button>
          <span class="chat-progress"></span>
        </div>
      </div>

      <div class="quiz-container" id="quiz-advisor-m4">
        <div class="quiz-question-block"
             data-correct="option-c"
             data-explanation-right="对。Neo4j 是 Neo4j 关系图离线同步（sync_neo4j.py）/ 顾问归属离线同步（sync_advisor_rel.py）离线灌图；顾问 runtime 走 core_ro + G-01，不是 Cypher Tool。"
             data-explanation-wrong="Neo4j 不在 顾问通用 tool→llm→guard 编排（agent_service.py）LangGraph 里，别按课程卡片字面去加 Cypher 节点。">
          <h3 class="quiz-question">顾问 Chat 查「我名下有哪些客户」，代码走哪？</h3>
          <div class="quiz-options">
            <button class="quiz-option" data-value="option-a" onclick="selectOption(this)">
              <div class="quiz-option-radio"></div><span>Neo4j Cypher Tool</span>
            </button>
            <button class="quiz-option" data-value="option-b" onclick="selectOption(this)">
              <div class="quiz-option-radio"></div><span>POST /api/chat/visitor</span>
            </button>
            <button class="quiz-option" data-value="option-c" onclick="selectOption(this)">
              <div class="quiz-option-radio"></div><span>顾问通用编排（agent_service.py）+ Core 只读 Tool（core_ro_tool.py）+ G-01 归属</span>
            </button>
          </div>
          <div class="quiz-feedback"></div>
        </div>
        <button class="quiz-check-btn" onclick="checkQuiz('quiz-advisor-m4')">检查答案</button>
        <button class="quiz-reset-btn" onclick="resetQuiz('quiz-advisor-m4')">重做</button>
      </div>
    </div>
  </div>
</section>