Add core database support and enhance documentation

- Introduced `MYSQL_CORE_DATABASE` in `.env.example` and `settings.py` for core database configuration. - Added `CoreReadOnlyRepository` for read-only access to the `jinrong_core` database. - Updated `AGENTS.md`, `README.md`, and various documentation files to reflect new agent onboarding processes and project structure. - Revised requirements in `requirements.txt` to include `langgraph` and `langchain-core`. - Enhanced `FLOW.md` with local bootstrap instructions for setting up the core simulation environment. - Added new scripts for database creation and seeding for the core simulation library. - Improved overall documentation for clarity on project architecture and memory management. - Updated `TODO.md` to reflect current development priorities and tasks.
2026-09-05 17:39:16 +08:00
parent 0374010b37
commit 1ddd44a6cb
34 changed files with 1848 additions and 97 deletions
@@ -0,0 +1,125 @@
+"""Core 模拟库只读访问（jinrong_core · 无 HTTP API）。"""
+
+from __future__ import annotations
+
+from datetime import date, datetime
+from typing import Any
+
+from sqlalchemy import create_engine, text
+from sqlalchemy.engine import Engine
+
+from app.config.settings import settings
+
+
+class CoreReadOnlyRepository:
+    """仅 SELECT jinrong_core；禁止写操作。"""
+
+    def __init__(self, engine: Engine | None = None) -> None:
+        self._engine = engine or self._default_engine()
+
+    @staticmethod
+    def _default_engine() -> Engine:
+        pwd = settings.mysql_password
+        auth = f"{settings.mysql_user}:{pwd}" if pwd else settings.mysql_user
+        url = (
+            f"mysql+pymysql://{auth}@{settings.mysql_host}:{settings.mysql_port}"
+            f"/{settings.mysql_core_database}?charset=utf8mb4"
+        )
+        return create_engine(url, pool_pre_ping=True)
+
+    def get_customer_l0(self, customer_id: str) -> dict[str, Any] | None:
+        sql = text(
+            """
+            SELECT c.customer_id, c.display_name, c.age, c.occupation, c.open_date,
+                   r.risk_code, r.evaluated_at AS risk_evaluated_at
+            FROM core_customer c
+            LEFT JOIN core_customer_risk r ON r.customer_id = c.customer_id
+            WHERE c.customer_id = :cid AND c.is_active = 1
+            """
+        )
+        with self._engine.connect() as conn:
+            row = conn.execute(sql, {"cid": customer_id}).mappings().first()
+            return dict(row) if row else None
+
+    def list_holdings(self, customer_id: str) -> list[dict[str, Any]]:
+        sql = text(
+            """
+            SELECT h.*, p.product_name, p.min_risk_code, p.product_type
+            FROM core_holding h
+            JOIN core_product p ON p.product_id = h.product_id
+            WHERE h.customer_id = :cid
+            ORDER BY h.market_value DESC
+            """
+        )
+        with self._engine.connect() as conn:
+            return [dict(r) for r in conn.execute(sql, {"cid": customer_id}).mappings()]
+
+    def list_trades(
+        self, customer_id: str, since: date | None = None, limit: int = 50
+    ) -> list[dict[str, Any]]:
+        sql = text(
+            """
+            SELECT t.*, p.product_name
+            FROM core_trade t
+            JOIN core_product p ON p.product_id = t.product_id
+            WHERE t.customer_id = :cid
+              AND (:since IS NULL OR t.traded_at >= :since)
+            ORDER BY t.traded_at DESC
+            LIMIT :lim
+            """
+        )
+        with self._engine.connect() as conn:
+            return [
+                dict(r)
+                for r in conn.execute(
+                    sql, {"cid": customer_id, "since": since, "lim": limit}
+                ).mappings()
+            ]
+
+    def get_product(self, product_id: str) -> dict[str, Any] | None:
+        sql = text("SELECT * FROM core_product WHERE product_id = :pid")
+        with self._engine.connect() as conn:
+            row = conn.execute(sql, {"pid": product_id}).mappings().first()
+            return dict(row) if row else None
+
+    def get_latest_nav(self, product_id: str) -> dict[str, Any] | None:
+        sql = text(
+            """
+            SELECT * FROM core_product_nav
+            WHERE product_id = :pid
+            ORDER BY nav_date DESC LIMIT 1
+            """
+        )
+        with self._engine.connect() as conn:
+            row = conn.execute(sql, {"pid": product_id}).mappings().first()
+            return dict(row) if row else None
+
+    def list_customers_by_advisor(self, advisor_id: str) -> list[str]:
+        sql = text(
+            """
+            SELECT customer_id FROM core_customer_advisor
+            WHERE advisor_id = :aid AND rel_status = 'active'
+            """
+        )
+        with self._engine.connect() as conn:
+            return [r[0] for r in conn.execute(sql, {"aid": advisor_id})]
+
+    def get_staff(self, staff_id: str) -> dict[str, Any] | None:
+        """RBAC 联调：查员工角色种子。"""
+        sql = text(
+            "SELECT staff_id, display_name, staff_type, roles FROM core_staff WHERE staff_id = :sid AND is_active = 1"
+        )
+        with self._engine.connect() as conn:
+            row = conn.execute(sql, {"sid": staff_id}).mappings().first()
+            return dict(row) if row else None
+
+    def is_advisor_assigned(self, advisor_id: str, customer_id: str) -> bool:
+        sql = text(
+            """
+            SELECT 1 FROM core_customer_advisor
+            WHERE advisor_id = :aid AND customer_id = :cid AND rel_status = 'active'
+            LIMIT 1
+            """
+        )
+        with self._engine.connect() as conn:
+            return conn.execute(sql, {"aid": advisor_id, "cid": customer_id}).first() is not None