zhanghongyu_0626
af9fb719e5
- Replaced `get_auth_context` with `get_platform_auth_context` in `analyst.py` to enhance authentication handling. - Added a new smoke test script `smoke_analyst.py` for testing the data analysis agent with both fake and live LLM configurations. - Updated TODO documentation to reflect the completion of Scope B smoke tests, ensuring clarity on testing status. This update improves the authentication mechanism and introduces a comprehensive testing approach for the data analysis agent.
107 lines
4.1 KiB
Python
107 lines
4.1 KiB
Python
"""数据分析 Agent 路由（D-01~D-12 / N-03/07/08）。"""
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from __future__ import annotations
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from fastapi import APIRouter, Depends, HTTPException
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from app.api.analyst_auth_adapter import (
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AnalystAuthContext,
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AnalystAuthError,
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analyst_auth_from_deps,
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assert_analyst_query_access,
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)
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from app.api.deps import AuthContext, get_platform_auth_context
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from app.model.analyst_schemas import AnalystResponse, AssetCreateRequest, ChatRequest
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from app.service.analyst_agent import AnalystAgent
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from app.utils.trace import current_trace
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router = APIRouter(prefix="/api/analyst", tags=["analyst"])
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_agent: AnalystAgent | None = None
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def get_agent() -> AnalystAgent:
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global _agent
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if _agent is None:
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_agent = AnalystAgent()
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return _agent
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def _analyst_ctx(auth: AuthContext = Depends(get_platform_auth_context)) -> AnalystAuthContext:
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return analyst_auth_from_deps(auth, trace_id=current_trace() or "")
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@router.post("/chat", response_model=AnalystResponse)
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def chat(
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req: ChatRequest,
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auth: AnalystAuthContext = Depends(_analyst_ctx),
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agent: AnalystAgent = Depends(get_agent),
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) -> AnalystResponse:
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return agent.run(req.question, auth, req.session_id, req.trace_id)
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@router.get("/dashboard")
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def dashboard(
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auth: AnalystAuthContext = Depends(_analyst_ctx),
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agent: AnalystAgent = Depends(get_agent),
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):
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"""智能看数板（D-12）后端：按角色返回卡片。"""
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try:
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domain = assert_analyst_query_access(auth)
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except AnalystAuthError as exc:
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raise HTTPException(status_code=403, detail=exc.message) from exc
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role = next(
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(r for r in auth.roles if r in ("analyst", "advisor", "risk_officer", "ops", "customer")),
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"analyst",
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)
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cards = {
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"analyst": ["客户总数", "总持仓规模", "今日交易笔数与金额", "待处理预警数", "口径字典资产数"],
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"advisor": ["名下客户数", "名下资产规模", "盈亏分布", "风险等级分布"],
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"risk_officer": ["待处理预警数", "预警按类型分布", "近7天新增趋势"],
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"customer": ["我的持仓规模", "近30日交易笔数", "风险等级", "盈亏概览"],
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"ops": ["近30天申购金额", "近30天赎回金额", "各产品类型规模TOP"],
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}.get(role, [])
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metrics: dict = {}
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if role == "analyst":
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try:
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res = agent.repo.execute_readonly(
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"SELECT (SELECT COUNT(*) FROM core_customer) AS customers, "
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"(SELECT COALESCE(SUM(market_value),0) FROM core_holding) AS holdings, "
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"(SELECT COUNT(*) FROM jinrong_agent.risk_alert WHERE status='pending_review') AS pending"
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)
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if res["rows"]:
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metrics = dict(zip(res["columns"], res["rows"][0]))
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except Exception: # noqa: BLE001
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pass
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return {"role": role, "domain": domain, "cards": cards, "metrics": metrics}
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@router.post("/assets")
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def create_asset(
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req: AssetCreateRequest,
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auth: AnalystAuthContext = Depends(_analyst_ctx),
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agent: AnalystAgent = Depends(get_agent),
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):
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"""沉淀资产（D-11）：仅分析师可写。"""
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if "analyst" not in auth.roles:
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raise HTTPException(status_code=403, detail="仅分析师可沉淀资产")
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if req.kind not in ("dict", "few_shot", "template"):
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raise HTTPException(status_code=400, detail="kind 必须是 dict/few_shot/template")
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asset_id = agent.repo.insert_asset(req.kind, req.payload, auth.subject_id)
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return {"ok": True, "id": asset_id, "kind": req.kind}
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@router.get("/ops/metrics")
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def ops_metrics(
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auth: AnalystAuthContext = Depends(_analyst_ctx),
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agent: AnalystAgent = Depends(get_agent),
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):
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"""运营指标（N-08，P1 最小版）。"""
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if "analyst" not in auth.roles:
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raise HTTPException(status_code=403, detail="仅分析师可查看运营指标")
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res = agent.repo.execute_readonly(
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"SELECT COUNT(*) AS total, "
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"SUM(exec_status='blocked') AS blocked "
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"FROM jinrong_agent.analytics_query_log"
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)
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return res["rows"][0] if res["rows"] else {"total": 0, "blocked": 0}
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