zhanghongyu_0626
3ad244add0
- Updated the `dashboard` function in `analyst.py` to include additional metrics for different user roles, improving data visibility for analysts, customers, advisors, and risk officers. - Introduced a new `prepare_customer_stream` function in `customer_service.py` to facilitate streaming responses for customer interactions, enhancing the chat experience. - Added new API endpoints in `analyst.ts` for fetching dashboard metrics and managing analyst assets, streamlining data handling and user interactions. - Updated frontend components to support new dashboard features and asset management, ensuring a cohesive user experience across the application. This update significantly improves the functionality and usability of the analyst and customer service features, providing users with enhanced tools for data analysis and interaction.
2.0 KiB
2.0 KiB
RBAC 联调种子对照
开发期 JWT 可手工签发；
sub/roles与下表对齐。
客户 Token：sub=customer_id。员工 Token：sub=staff_id。
内部员工（core_staff）
| staff_id | 角色 roles | 用途 |
|---|---|---|
| STAFF-10086 | advisor | 主代理人，名下 10 客户 |
| STAFF-10087 | advisor | 跨权限测：1010 仅其名下 |
| STAFF-10088 | advisor | 5 客户 |
| STAFF-10089 | advisor | 4 客户 |
| STAFF-10090 | advisor | 3 客户 |
| STAFF-10091 | advisor, compliance | 双角色权限并集 |
| STAFF-20001 | analyst | 分析 Agent |
| STAFF-20002 | analyst | 分析 Agent |
| STAFF-30001 | risk_officer, risk_demo | 风控 Agent · 模拟交易演示 |
| STAFF-30002 | risk_officer, risk_demo | 风控 Agent |
| STAFF-40001 | compliance | 合规审计台 |
| STAFF-40002 | compliance | 合规审计台 |
| STAFF-50001 | ops | 运营统计 A-08 |
推荐验收用例
| 操作者 | 目标 customer_id | 预期 |
|---|---|---|
| STAFF-10086 | CUST-9527 | 允许 |
| STAFF-10086 | CUST-1010 | 403（归属 10087） |
| CUST-9527 | CUST-1001 数据 | 403（非本人） |
| STAFF-20001 | 聚合 SQL | 允许（脱敏/聚合） |
| STAFF-30001 | 任意客户读 | 允许 |
| STAFF-40001 | 审计 API | 允许；写 L2 403 |
客户（登录 C 端）
| customer_id | 正式等级 | 代理人 | 特殊场景 |
|---|---|---|---|
| CUST-9527 | C3 | 10086 | 主 demo |
| CUST-1001 | C1 | 10086 | R-02 买 PROD-XYZ999 |
| CUST-1002 | C2 | 10086 | C-04 盈亏 -12% |
| CUST-1010 | C3 | 10087 | 10086 越权测 |
| CUST-3001 | C3 | 10086 | R-01 大额交易 |
| CUST-4001 | C5 | 10087 | 高龄 70 + R5 持仓 |
| CUST-4002 | C1 | 10086 | 持有 R4 产品冲突 |
产品适当性
| product_id | min_risk | 说明 |
|---|---|---|
| PROD-110022 | R1 | C1 可买 |
| PROD-XYZ999 | R5 | C1/C2 应拒 |
查询员工角色：
from app.repository.core_ro import CoreReadOnlyRepository
CoreReadOnlyRepository().get_staff("STAFF-10086")