zhanghongyu_0626
6f222f1c56
- Introduced `build_all.py` script to automate the assembly of course modules into a single `index.html` file. - Created `index.html` for the main course overview, featuring a structured layout and navigation for various modules. - Developed `_base.html` and `_footer.html` templates for the advisor module, ensuring consistent styling and structure. - Added `build.sh` script for individual module assembly, enhancing modularity and ease of updates. - Implemented multiple module HTML files detailing specific training scenarios and functionalities for advisors, including interactive elements and quizzes. This update significantly enhances the course delivery framework, providing a comprehensive and interactive learning experience for advisors.
100 lines
5.0 KiB
HTML
100 lines
5.0 KiB
HTML
<section class="module" id="module-3">
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<div class="module-inner">
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<p class="eyebrow animate-in">模块 3 · Agent 与页面</p>
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<h1 class="module-title animate-in">AnalystAgent.run<br>+ 看板与资产 API</h1>
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<p class="module-lead animate-in">
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问数主脑是 <code>AnalystAgent.run</code>；页面侧 <code>AnalystQueryPage</code>（P2）
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同时拉 <code>GET /dashboard</code> 卡片和 <code>POST /chat</code> 结果。
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口径沉淀走 <code>POST /assets</code>（仅 analyst 角色可写）。
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</p>
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<div class="screen animate-in">
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<h2>AnalystAgent.run 要点</h2>
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<div class="pattern-cards">
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<div class="pattern-card">
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<h3>鉴权与域</h3>
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<p><code>assert_analyst_query_access</code> → domain；<code>resolve_analyst_scope</code> → customer_id 白名单。</p>
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</div>
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<div class="pattern-card">
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<h3>消歧与生成</h3>
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<p><code>_detect_ambiguity</code> 命中则 <code>_clarify</code> 返回 suggestions；否则 <code>_generate_sql</code>。</p>
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</div>
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<div class="pattern-card">
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<h3>执行与缓存</h3>
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<p><code>validate</code> → <code>execute_readonly</code>；Redis 按权限指纹 + SQL hash 缓存结果。</p>
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</div>
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<div class="pattern-card">
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<h3>解读与留痕</h3>
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<p><code>_generate_verified_answer</code> + guardrail；<code>_persist</code> 写 analytics_query_log。</p>
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</div>
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</div>
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<div class="callout callout-accent">
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<strong>返回体 AnalystResponse：</strong> answer + table + sql + meta（exec_ms, cache_hit, cost_est）+ disclaimer + status（success / degrade / clarify）。
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</div>
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</div>
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<div class="screen animate-in">
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<h2>dashboard / assets API</h2>
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<div class="pattern-cards">
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<div class="pattern-card">
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<h3>GET /dashboard</h3>
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<p>按角色返回 cards 文案 + metrics：analyst 全库统计、customer 本人持仓、advisor 名下 AUM 等。</p>
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</div>
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<div class="pattern-card">
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<h3>POST /assets</h3>
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<p>kind=dict/few_shot/template；仅 <code>analyst</code> 角色，写入口径资产表。</p>
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</div>
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<div class="pattern-card">
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<h3>GET /ops/metrics</h3>
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<p>运营侧查询总量与被拦截次数，与 dashboard 卡片分离。</p>
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</div>
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</div>
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</div>
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<div class="screen animate-in">
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<div class="translation-block">
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<div class="translation-code">
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<span class="translation-label">CODE · AnalystQueryPage.tsx（P2）</span>
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<pre><code><span class="code-line">useEffect(() => getAnalystDashboard(token))</span>
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<span class="code-line">setDashMetrics(d.metrics)</span>
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<span class="code-line">setDashCards(d.cards)</span>
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<span class="code-line"><span class="code-comment">// 用户点查询</span></span>
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<span class="code-line">const resp = await postAnalystChat(token, question)</span>
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<span class="code-line">setResult(resp) <span class="code-comment">// Table + Collapse(SQL)</span></span></code></pre>
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</div>
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<div class="translation-english">
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<span class="translation-label">白话</span>
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<div class="translation-lines">
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<p class="tl">进页面先拉看板 MetricCard，数字来自 /dashboard 不是 chat。</p>
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<p class="tl">提问才走 AnalystAgent.run，结果区展示解读、表格、可折叠 SQL。</p>
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<p class="tl">apiFetch 只带 token，与 risk.ts 的 X-Agent-Type 头无关。</p>
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</div>
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</div>
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</div>
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<div class="quiz-container" id="quiz-analyst-m3">
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<div class="quiz-question-block"
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data-correct="option-a"
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data-explanation-right="POST /assets 在 analyst.py 硬校验 analyst 角色，advisor 或 customer 会 403。"
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data-explanation-wrong="资产沉淀是分析员专属写操作，其他角色只能问数或看 dashboard。">
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<h3 class="quiz-question">理财师 STAFF-10086 能调用 POST /api/analyst/assets 沉淀口径吗？</h3>
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<div class="quiz-options">
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<button class="quiz-option" data-value="option-a" onclick="selectOption(this)">
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<div class="quiz-option-radio"></div><span>不能，仅 analyst 角色</span>
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</button>
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<button class="quiz-option" data-value="option-b" onclick="selectOption(this)">
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<div class="quiz-option-radio"></div><span>能，advisor 也有 assigned 域</span>
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</button>
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<button class="quiz-option" data-value="option-c" onclick="selectOption(this)">
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<div class="quiz-option-radio"></div><span>能，只要带 Bearer 就行</span>
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</button>
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</div>
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<div class="quiz-feedback"></div>
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</div>
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<button class="quiz-check-btn" onclick="checkQuiz('quiz-analyst-m3')">检查答案</button>
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<button class="quiz-reset-btn" onclick="resetQuiz('quiz-analyst-m3')">重做</button>
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</div>
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</div>
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</div>
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</section>
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