feat: 完成项目助手与监控演示并修复聊天及云部署配置

2026-09-11 15:56:28 +08:00
parent c57d291f65
commit af1a1027d7
75 changed files with 5215 additions and 101 deletions
@@ -0,0 +1,174 @@
+"""Snapshot-grounded report drafts, protected human text and immutable final copies."""
+from copy import deepcopy
+import io
+from services.assistant_store import get, put, listing, event, uid, now, digest, Conflict
+from services.component_registry import resolve
+
+
+def section_content(section_id, snapshot, run):
+    values = snapshot["values"]
+    unresolved = [f for f in run.get("findings", []) if f["status"] not in ("已解决", "不适用")]
+    if section_id == "overview":
+        return f"{snapshot['customer']}，拟融资 {values.get('facility.amount', '未提供')} 万元；租赁物价值 {values.get('lease.total_value', '未提供')} 万元。\n期间：{snapshot.get('period', '待确认')}；口径：{snapshot.get('scope', '待确认')}。\n价值覆盖率（比值）：{run.get('summary', {}).get('coverage') or '未计算'}。"
+    if section_id == "findings":
+        return "\n".join(f"{i+1}. {f['title']}（{f['result']}）：{f['suggested_action']}\n依据：{'、'.join(f.get('evidence_ids', [])) or '缺少可验证证据'}" for i, f in enumerate(unresolved)) or "本次已执行的检查未发现待处理事项；不表示未执行的检查已通过。"
+    responses = [s.get("outputs", {}).get("requirement_response", "") for s in run["steps"] if s.get("outputs", {}).get("requirement_response")]
+    failed = [s["name"] for s in run["steps"] if s["status"] in ("failed", "partial", "skipped")]
+    return ("\n".join(responses) or "尚无经验证的模型核查意见，请人工补充判断。") + ("\n未完整执行：" + "、".join(failed) if failed else "") + "\n本底稿仅供核查，不构成审批结论。"
+
+
+class DocumentsMixin:
+    @staticmethod
+    def mark_stale(db, project_id, changed):
+        for finding in listing(db, "finding", project_id):
+            if "*" in changed or set(finding.get("fields", ["*"])) & set(changed) or not finding.get("fields"):
+                finding["stale"] = True
+                put(db, "finding", finding)
+        for report in listing(db, "report", project_id):
+            if report["status"] == "finalized":
+                continue
+            affected = False
+            for section in report["sections"]:
+                deps = section.get("dependencies", ["*"])
+                if "*" in deps or "*" in changed or set(deps) & set(changed):
+                    section["stale"] = True
+                    affected = True
+            if affected:
+                report["status"] = "stale"
+                put(db, "report", report)
+
+    def create_report(self, project_id, run_id, actor, template_id="template.due-diligence", idempotency_key=""):
+        with self.connect() as db:
+            db.execute("BEGIN IMMEDIATE")
+            request_hash = digest({"project_id": project_id, "run_id": run_id, "template_id": template_id})
+            if idempotency_key:
+                prior = db.execute("SELECT request_hash,object_id FROM assistant_idempotency WHERE actor=? AND operation='report' AND key=?", (actor, idempotency_key)).fetchone()
+                if prior:
+                    if prior[0] != request_hash:
+                        raise Conflict("幂等键已用于不同底稿请求")
+                    return get(db, "report", prior[1])
+            project = get(db, "project", project_id)
+            run = get(db, "run", run_id)
+            if run["project_id"] != project_id:
+                raise KeyError("运行记录不存在")
+            if run["status"] not in ("completed", "partial") or not run.get("snapshot_id"):
+                raise Conflict("仅可从已完成或部分完成的冻结运行生成底稿")
+            snapshot = get(db, "snapshot", run["snapshot_id"])
+            template = resolve(db, template_id)
+            if template["kind"] != "template" or template["scope"] != project["data_domain"]:
+                raise ValueError("模板类型或数据域不匹配")
+            stale = snapshot["data_revision"] != project["data_revision"]
+            sections = [{**deepcopy(s), "content": section_content(s["id"], snapshot, run), "locked": False, "confirmed": False,
+                         "stale": stale, "source_snapshot_id": snapshot["id"], "candidate": None, "history": []} for s in template["sections"]]
+            report = {"id": uid("report"), "project_id": project_id, "run_id": run_id, "snapshot_id": snapshot["id"],
+                      "template": deepcopy(template), "status": "stale" if stale else "draft", "sections": sections, "actor_id": actor,
+                      "created_at": now(), "data_domain": project["data_domain"], "data_revision": snapshot["data_revision"],
+                      "disclaimer": ("演示数据｜" if project["data_domain"] == "demo" else "") + "核查底稿｜不构成审批结论",
+                      "evidence": deepcopy(run["evidence"])}
+            result = put(db, "report", report)
+            if idempotency_key:
+                db.execute("INSERT INTO assistant_idempotency VALUES (?,?,?,?,?)", (actor, "report", idempotency_key, request_hash, result["id"]))
+            event(db, project_id, "report.created", actor, {"report_id": report["id"], "snapshot_id": snapshot["id"]})
+            return result
+
+    def report_action(self, project_id, report_id, actor, action, payload, expected):
+        with self.connect() as db:
+            db.execute("BEGIN IMMEDIATE")
+            report = get(db, "report", report_id)
+            if report["project_id"] != project_id:
+                raise KeyError("底稿不存在")
+            if report["revision"] != expected or report["status"] == "finalized":
+                raise Conflict("底稿已更新或已定稿，不可覆盖")
+            if action == "regenerate":
+                run = get(db, "run", payload["run_id"])
+                if run["project_id"] != project_id or run["status"] not in ("completed", "partial"):
+                    raise ValueError("需选择本项目已结束的运行")
+                snapshot = get(db, "snapshot", run["snapshot_id"])
+                if snapshot["data_revision"] != get(db, "project", project_id)["data_revision"]:
+                    raise Conflict("运行快照已过期，请先重新检查")
+                for section in report["sections"]:
+                    candidate = {"content": section_content(section["id"], snapshot, run), "snapshot_id": snapshot["id"], "run_id": run["id"], "data_revision": snapshot["data_revision"]}
+                    if section["locked"] or section["confirmed"]:
+                        section.update(candidate=candidate, stale=True)
+                    else:
+                        section["history"].append({"content": section["content"], "snapshot_id": section["source_snapshot_id"], "actor": actor, "time": now()})
+                        section.update(content=candidate["content"], source_snapshot_id=snapshot["id"], stale=False, candidate=None)
+                report.update(run_id=run["id"], snapshot_id=snapshot["id"], data_revision=snapshot["data_revision"], evidence=run["evidence"])
+            elif action == "section":
+                section = next((s for s in report["sections"] if s["id"] == payload.get("section_id")), None)
+                if not section:
+                    raise KeyError("章节不存在")
+                section["history"].append({"content": section["content"], "snapshot_id": section["source_snapshot_id"], "actor": actor, "time": now()})
+                if payload.get("accept_candidate"):
+                    candidate = section.get("candidate")
+                    if not candidate:
+                        raise Conflict("没有待采纳候选")
+                    if candidate["data_revision"] != get(db, "project", project_id)["data_revision"]:
+                        raise Conflict("候选内容已过期")
+                    section.update(content=candidate["content"], source_snapshot_id=candidate["snapshot_id"], candidate=None, stale=False, confirmed=False, locked=False)
+                else:
+                    if section["locked"] and payload.get("content", section["content"]) != section["content"]:
+                        raise Conflict("请先解除锁定再编辑")
+                    if "content" in payload:
+                        if not isinstance(payload["content"], str) or len(payload["content"]) > 20000:
+                            raise ValueError("章节内容过长")
+                        if section["id"] in ("overview", "findings") and payload["content"] != section["content"]:
+                            raise ValueError("事实和机器检查清单请通过补件与复核修正；核查意见章节可人工编辑")
+                        section["content"] = payload["content"]
+                        section["edited_by"] = actor
+                    if payload.get("confirmed") and section["stale"]:
+                        raise Conflict("过期章节需先重生成或采纳新候选")
+                    section.update(locked=bool(payload.get("locked", section["locked"])), confirmed=bool(payload.get("confirmed", False)))
+            elif action == "finalize":
+                project = get(db, "project", project_id)
+                if report["data_revision"] != project["data_revision"] or any(s["stale"] or not s["confirmed"] or s.get("candidate") for s in report["sections"]):
+                    raise Conflict("所有章节须确认且来源未过期，才能定稿")
+                final = dict(deepcopy(report), id=uid("final"), report_id=report_id, finalized_by=actor, finalized_at=now(), status="finalized")
+                final["content_hash"] = digest(final)
+                put(db, "report_final", final, immutable=True)
+                report.update(status="finalized", final_id=final["id"], finalized_by=actor)
+            else:
+                raise ValueError("不支持的底稿动作")
+            if action != "finalize":
+                report["status"] = "stale" if any(s["stale"] for s in report["sections"]) else "draft"
+            result = put(db, "report", report, expected=expected)
+            event(db, project_id, "report." + action, actor, {"report_id": report_id, "section_id": payload.get("section_id")})
+            return result
+
+    def export_report(self, project_id, report_id):
+        report = self.resource("report", report_id, project_id)
+        if report.get("final_id"):
+            report = self.resource("report_final", report["final_id"], project_id)
+        from docx import Document
+        from docx.shared import Pt, Cm, RGBColor
+        from docx.oxml.ns import qn
+        document = Document()
+        section = document.sections[0]
+        section.page_width, section.page_height = Cm(21), Cm(29.7)
+        section.top_margin = section.bottom_margin = Cm(2.2)
+        section.left_margin = section.right_margin = Cm(2.4)
+        for name in ("Normal", "Title", "Heading 1", "Heading 2"):
+            style = document.styles[name]
+            style.font.name = "Microsoft YaHei"
+            style._element.get_or_add_rPr().rFonts.set(qn("w:eastAsia"), "Microsoft YaHei")
+            style.font.color.rgb = RGBColor(0, 0, 0)
+            style.font.size = Pt(11 if name == "Normal" else 18 if name == "Title" else 13)
+        document.styles["Normal"].paragraph_format.line_spacing = 1.3
+        document.add_paragraph(report["template"]["name"], "Title")
+        document.add_paragraph(report["disclaimer"] + ("｜已定稿" if report["status"] == "finalized" else "｜草稿"))
+        document.add_paragraph(f"项目 {project_id}\n运行 {report['run_id']}\n快照 {report['snapshot_id']}")
+        for item in report["sections"]:
+            document.add_heading(item["title"], level=1)
+            if item["stale"]:
+                document.add_paragraph("本节来源已过期，需重新核查。")
+            for line in item["content"].splitlines():
+                document.add_paragraph(line)
+        document.add_heading("证据索引", level=1)
+        used = set()
+        for evidence in report["evidence"]:
+            if evidence["id"] not in used:
+                document.add_paragraph(f"{evidence['id']}\n{evidence['source']}，{evidence['locator']}，字段 {evidence['field']}；值 {evidence.get('value')}。")
+                used.add(evidence["id"])
+        buffer = io.BytesIO()
+        document.save(buffer)
+        return buffer.getvalue()