zhanghongyu_0626
647c07062e
- Introduced `pending_trade` handling in the chat API to manage trade requests more effectively. - Updated the `submit_trade_api` to allow advisors to access customer trades based on assigned roles. - Added new methods in `GatewayRepository` for managing core holdings during trade subscriptions and redemptions. - Implemented context-aware trade dialogue management in the customer service layer to improve user experience during multi-turn interactions. - Enhanced the tool service to support trade actions and suitability checks, ensuring accurate processing of user requests. This update significantly improves the trade interaction flow, providing a more robust and user-friendly experience for customers engaging in trading activities.
1.8 KiB
1.8 KiB
客户/顾问交易与弹窗确认 · 设计 spec
状态：已拍板（2026-09-13）· 确认流 A：不在聊天框打字确认；意图命中后 SSE 携带
pending_trade，前端 Modal 展示明细，用户点确认后 POST /api/simulate/trade。
目标
- 客户 App：交易中心页（申购 / 赎回 / 转换）+ 客户助手意图 → 弹窗确认 → 网关下单。
- 顾问助手：同名弹窗流程；HTTP 鉴权扩展为 已归属 advisor 可对绑定客户提交 simulate。
- 表域：写
core_trade/ convert 受理仍仅经trade_gateway.submit_trade/accept_convert；对话 Tool 只解析，不 INSERT Core。
后端
| 单元 | 职责 |
|---|---|
trade_action_service.py |
从用户句解析 TradeDraft（规则 + 可选 LLM）；解析产品 core_ro.find_products；输出 API payload + display |
customer_service |
新意图 trade_action；节点 trade_prepare 设 pending_trade；回复引导看弹窗 |
trade_tools.prepare_simulate_trade |
顾问线 Tool：同上解析，返回 pending_confirmation |
simulate.py |
鉴权 + advisor 且 is_advisor_assigned |
chat.py |
SSE meta.pending_trade（客户 prepare_customer_stream；顾问 stream_chat 扩展） |
前端
| 单元 | 职责 |
|---|---|
TradeConfirmModal |
展示类型/产品/金额或份额/客户；确认调 submitSimulateTrade |
parseChatStream / useChatPanel |
解析并打开 Modal |
CustomerTradePage |
菜单 + 三 Tab 表单 |
simulate.ts |
subscribe amount / redeem qty / convert 字段 |
合规
- 不在聊天内「确认申购」文字即下单；仅 Modal 按钮触发 POST。
- LLM 回复仍遵守 AI-006；弹窗为 人点击 的明示同意。
不测范围
- 不改 FR-1 risk_demo 演示账号行为；不新增
/api/orders。