Neo
6f8f12314f
包含多个会话的累积代码变更： - backend: AI 聊天服务、触发器调度、认证增强、WebSocket、调度器最小间隔 - admin-web: ETL 状态页、任务管理、调度配置、登录优化 - miniprogram: 看板页面、聊天集成、UI 组件、导航更新 - etl: DWS 新任务（finance_area_daily/board_cache）、连接器增强 - tenant-admin: 项目初始化 - db: 19 个迁移脚本（etl_feiqiu 11 + zqyy_app 8） - packages/shared: 枚举和工具函数更新 - tools: 数据库工具、报表生成、健康检查 - docs: PRD/架构/部署/合约文档更新 Co-Authored-By: Claude Opus 4.6 <noreply@anthropic.com>
706 lines
26 KiB
Python
706 lines
26 KiB
Python
"""
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CHAT 模块业务逻辑层。
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封装对话管理、消息持久化、referenceCard 组装、标题生成等核心逻辑。
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路由层（xcx_chat.py）调用本服务完成 CHAT-1/2/3/4 端点的业务处理。
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表依赖：
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- biz.ai_conversations — 对话会话（含 context_type/context_id/title/last_message 扩展字段）
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- biz.ai_messages — 消息记录（含 reference_card 扩展字段）
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- fdw_etl.v_dim_member — 会员信息（通过 ETL 直连）
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- fdw_etl.v_dws_member_consumption_summary / v_dwd_assistant_service_log — 消费指标
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⚠️ P5 PRD 合规：
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- app_id 固定为 'app1_chat'
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- 用户消息发送时即写入 ai_messages（role=user）
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- 流式完成后完整 assistant 回复写入 ai_messages（role=assistant），含 tokens_used
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"""
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from __future__ import annotations
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import json
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import logging
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import os
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from datetime import datetime
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from decimal import Decimal
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from typing import Any
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from fastapi import HTTPException, status
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from app.ai.config import AIConfig
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from app.ai.dashscope_client import DashScopeClient
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from app.database import get_connection
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from app.services import fdw_queries
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from app.trace.decorators import trace_service
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logger = logging.getLogger(__name__)
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APP_ID = "app1_chat"
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# 对话复用时限（天）
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_REUSE_DAYS = 3
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class ChatService:
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"""CHAT 模块业务逻辑。"""
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# ------------------------------------------------------------------
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# CHAT-1: 对话历史列表
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# ------------------------------------------------------------------
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@trace_service("查询对话历史", "Get chat history")
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def get_chat_history(
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self,
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user_id: int,
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site_id: int,
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page: int,
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page_size: int,
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) -> tuple[list[dict], int]:
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"""查询对话历史列表，返回 (items, total)。
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按 last_message_at 倒序，JOIN v_dim_member 获取 customerName。
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仅返回 app_id='app1_chat' 的对话。
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"""
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offset = (page - 1) * page_size
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conn = get_connection()
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try:
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with conn.cursor() as cur:
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# 总数
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cur.execute(
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"""
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SELECT COUNT(*)
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FROM biz.ai_conversations
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WHERE user_id = %s AND site_id = %s AND app_id = %s
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""",
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(str(user_id), site_id, APP_ID),
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)
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total = cur.fetchone()[0]
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# 分页列表
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cur.execute(
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"""
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SELECT id, title, context_type, context_id,
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last_message, last_message_at, created_at
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FROM biz.ai_conversations
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WHERE user_id = %s AND site_id = %s AND app_id = %s
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ORDER BY COALESCE(last_message_at, created_at) DESC
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LIMIT %s OFFSET %s
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""",
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(str(user_id), site_id, APP_ID, page_size, offset),
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)
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columns = [desc[0] for desc in cur.description]
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rows = cur.fetchall()
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finally:
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conn.close()
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# 组装结果，尝试获取 customerName
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items: list[dict] = []
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# 收集需要查询姓名的 customer context_id
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customer_ids: list[int] = []
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raw_items: list[dict] = []
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for row in rows:
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item = dict(zip(columns, row))
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raw_items.append(item)
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if item.get("context_type") == "customer" and item.get("context_id"):
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try:
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customer_ids.append(int(item["context_id"]))
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except (ValueError, TypeError):
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pass
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# 批量查询客户姓名（FDW 降级：查询失败返回空映射）
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name_map: dict[int, str] = {}
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if customer_ids:
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try:
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biz_conn = get_connection()
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try:
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info_map = fdw_queries.get_member_info(biz_conn, site_id, customer_ids)
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for mid, info in info_map.items():
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name_map[mid] = info.get("nickname") or ""
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finally:
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biz_conn.close()
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except Exception:
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logger.warning("查询客户姓名失败，降级为空", exc_info=True)
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for item in raw_items:
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customer_name: str | None = None
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if item.get("context_type") == "customer" and item.get("context_id"):
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try:
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customer_name = name_map.get(int(item["context_id"]))
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except (ValueError, TypeError):
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pass
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# 生成标题
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title = self.generate_title(
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title=item.get("title"),
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customer_name=customer_name,
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conversation_id=item["id"],
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)
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ts = item.get("last_message_at") or item.get("created_at")
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items.append({
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"id": item["id"],
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"title": title,
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"customer_name": customer_name,
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"last_message": item.get("last_message"),
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"timestamp": ts.isoformat() if isinstance(ts, datetime) else str(ts) if ts else "",
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"unread_count": 0,
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})
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return items, total
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# ------------------------------------------------------------------
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# 对话复用 / 创建
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# ------------------------------------------------------------------
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@trace_service("查找或创建对话", "Get or create session")
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def get_or_create_session(
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self,
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user_id: int,
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site_id: int,
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context_type: str,
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context_id: str | None,
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) -> int:
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"""按入口上下文查找或创建对话，返回 chat_id。
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复用规则：
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- context_type='task': 同一 taskId 始终复用（无时限）
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- context_type='customer'/'coach': 最后消息 ≤ 3 天复用，> 3 天新建
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- context_type='general': 始终新建
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"""
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# general 入口始终新建
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if context_type == "general":
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return self._create_session(user_id, site_id, context_type, context_id)
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conn = get_connection()
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try:
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with conn.cursor() as cur:
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if context_type == "task":
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# task 入口：始终复用（无时限）
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cur.execute(
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"""
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SELECT id FROM biz.ai_conversations
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WHERE user_id = %s AND site_id = %s
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AND context_type = 'task' AND context_id = %s
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ORDER BY created_at DESC LIMIT 1
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""",
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(str(user_id), site_id, context_id),
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)
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elif context_type in ("customer", "coach"):
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# customer/coach 入口：3 天时限复用
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cur.execute(
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"""
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SELECT id FROM biz.ai_conversations
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WHERE user_id = %s AND site_id = %s
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AND context_type = %s AND context_id = %s
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AND last_message_at > NOW() - INTERVAL '3 days'
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ORDER BY last_message_at DESC LIMIT 1
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""",
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(str(user_id), site_id, context_type, context_id),
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)
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else:
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# 未知类型，新建
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return self._create_session(user_id, site_id, context_type, context_id)
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row = cur.fetchone()
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if row:
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return row[0]
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finally:
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conn.close()
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# 未找到可复用对话，新建
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return self._create_session(user_id, site_id, context_type, context_id)
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def _create_session(
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self,
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user_id: int,
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site_id: int,
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context_type: str,
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context_id: str | None,
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) -> int:
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"""创建新对话记录，返回 conversation_id。同时生成 session_id。"""
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conn = get_connection()
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try:
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with conn.cursor() as cur:
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# 查询用户昵称
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cur.execute(
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"SELECT nickname FROM auth.users WHERE id = %s",
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(user_id,),
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)
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row = cur.fetchone()
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nickname = row[0] if row and row[0] else ""
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cur.execute(
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"""
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INSERT INTO biz.ai_conversations
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(user_id, nickname, app_id, site_id, context_type, context_id)
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VALUES (%s, %s, %s, %s, %s, %s)
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RETURNING id, EXTRACT(EPOCH FROM created_at)::bigint
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""",
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(str(user_id), nickname, APP_ID, site_id, context_type, context_id),
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)
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result = cur.fetchone()
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new_id = result[0]
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created_ts = result[1]
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# 生成 session_id 并回写（格式：conv_{id}_{timestamp}）
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session_id = f"conv_{new_id}_{created_ts}"
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cur.execute(
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"""
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UPDATE biz.ai_conversations SET session_id = %s WHERE id = %s
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""",
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(session_id, new_id),
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)
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conn.commit()
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return new_id
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except Exception:
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conn.rollback()
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raise
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finally:
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conn.close()
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@trace_service("获取对话 session_id", "Get session ID")
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def get_session_id(self, chat_id: int) -> str | None:
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"""获取对话的 session_id。无记录或字段为空时返回 None。"""
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conn = get_connection()
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try:
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with conn.cursor() as cur:
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cur.execute(
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"SELECT session_id FROM biz.ai_conversations WHERE id = %s",
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(chat_id,),
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)
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row = cur.fetchone()
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return row[0] if row and row[0] else None
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finally:
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conn.close()
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# ------------------------------------------------------------------
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# CHAT-2: 消息列表
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# ------------------------------------------------------------------
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@trace_service("查询消息列表", "Get messages")
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def get_messages(
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self,
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chat_id: int,
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user_id: int,
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site_id: int,
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page: int,
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page_size: int,
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) -> tuple[list[dict], int, int]:
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"""查询消息列表，返回 (messages, total, chat_id)。
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验证 chat_id 归属当前用户，按 created_at 正序。
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"""
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self._verify_ownership(chat_id, user_id, site_id)
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offset = (page - 1) * page_size
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conn = get_connection()
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try:
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with conn.cursor() as cur:
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cur.execute(
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"SELECT COUNT(*) FROM biz.ai_messages WHERE conversation_id = %s",
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(chat_id,),
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)
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total = cur.fetchone()[0]
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cur.execute(
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"""
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SELECT id, role, content, created_at, reference_card
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FROM biz.ai_messages
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WHERE conversation_id = %s
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ORDER BY created_at ASC
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LIMIT %s OFFSET %s
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""",
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(chat_id, page_size, offset),
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)
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columns = [desc[0] for desc in cur.description]
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rows = cur.fetchall()
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finally:
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conn.close()
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messages = []
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for row in rows:
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item = dict(zip(columns, row))
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ref_card = item.get("reference_card")
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# reference_card 可能是 dict（psycopg2 自动解析 jsonb）或 str
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if isinstance(ref_card, str):
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try:
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ref_card = json.loads(ref_card)
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except (json.JSONDecodeError, TypeError):
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ref_card = None
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created_at = item["created_at"]
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messages.append({
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"id": item["id"],
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"role": item["role"],
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"content": item["content"],
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"created_at": created_at.isoformat() if isinstance(created_at, datetime) else str(created_at),
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"reference_card": ref_card,
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})
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return messages, total, chat_id
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# ------------------------------------------------------------------
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# CHAT-3: 发送消息（同步回复）
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# ------------------------------------------------------------------
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@trace_service("发送消息并获取回复", "Send message sync")
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async def send_message_sync(
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self,
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chat_id: int,
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content: str,
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user_id: int,
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site_id: int,
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) -> dict:
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"""发送消息并获取同步 AI 回复。
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流程：
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1. 验证 chatId 归属
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2. 存入用户消息（立即写入）
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3. 调用 AI 获取回复
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4. 存入 AI 回复
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5. 更新 session 的 last_message / last_message_at
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6. AI 失败时返回错误提示消息（HTTP 200）
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"""
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self._verify_ownership(chat_id, user_id, site_id)
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# 1. 立即存入用户消息（P5 PRD 合规：发送时即写入）
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user_msg_id, user_created_at = self._save_message(chat_id, "user", content)
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# 2. 调用 AI
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ai_reply_text: str
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tokens_used: int | None = None
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try:
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ai_reply_text, tokens_used = await self._call_ai(chat_id, content, user_id, site_id)
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except Exception as e:
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logger.error("AI 服务调用失败: %s", e, exc_info=True)
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ai_reply_text = "抱歉，AI 助手暂时无法回复，请稍后重试"
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# 3. 存入 AI 回复
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ai_msg_id, ai_created_at = self._save_message(
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chat_id, "assistant", ai_reply_text, tokens_used=tokens_used,
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)
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# 4. 更新 session 元数据
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self._update_session_metadata(chat_id, ai_reply_text)
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return {
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"user_message": {
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"id": user_msg_id,
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"content": content,
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"created_at": user_created_at,
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},
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"ai_reply": {
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"id": ai_msg_id,
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"content": ai_reply_text,
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"created_at": ai_created_at,
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},
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}
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# ------------------------------------------------------------------
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# referenceCard 组装
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# ------------------------------------------------------------------
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@trace_service("构建引用卡片", "Build reference card")
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def build_reference_card(
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self,
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customer_id: int,
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site_id: int,
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) -> dict | None:
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"""从 FDW 查询客户关键指标，组装 referenceCard。
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⚠️ DWD-DOC 规则：金额用 items_sum 口径（ledger_amount），
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会员信息通过 member_id JOIN dim_member（scd2_is_current=1）。
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FDW 查询失败时静默降级返回 None（不影响消息本身）。
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"""
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try:
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biz_conn = get_connection()
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try:
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# 客户姓名
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info_map = fdw_queries.get_member_info(biz_conn, site_id, [customer_id])
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if customer_id not in info_map:
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return None
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member_name = info_map[customer_id].get("nickname") or "未知客户"
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# 余额
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balance: Decimal | None = None
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try:
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balance_map = fdw_queries.get_member_balance(biz_conn, site_id, [customer_id])
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balance = balance_map.get(customer_id)
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except Exception:
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logger.warning("referenceCard: 查询余额失败", exc_info=True)
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# 近 30 天消费（items_sum 口径）
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consume_30d: Decimal | None = None
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try:
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consume_30d = self._get_consumption_30d(biz_conn, site_id, customer_id)
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except Exception:
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logger.warning("referenceCard: 查询近30天消费失败", exc_info=True)
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# 近 30 天到店次数
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visit_count: int | None = None
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try:
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visit_count = self._get_visit_count_30d(biz_conn, site_id, customer_id)
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except Exception:
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logger.warning("referenceCard: 查询到店次数失败", exc_info=True)
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finally:
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biz_conn.close()
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# 格式化
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balance_str = f"¥{balance:,.2f}" if balance is not None else "—"
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consume_str = f"¥{consume_30d:,.2f}" if consume_30d is not None else "—"
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visit_str = f"{visit_count}次" if visit_count is not None else "—"
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return {
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"type": "customer",
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"title": f"{member_name} — 消费概览",
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"summary": f"余额 {balance_str}，近30天消费 {consume_str}",
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"data": {
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"余额": balance_str,
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"近30天消费": consume_str,
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"到店次数": visit_str,
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},
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}
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except Exception:
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logger.warning("referenceCard 组装失败，降级为 null", exc_info=True)
|
||
return None
|
||
|
||
# ------------------------------------------------------------------
|
||
# 标题生成
|
||
# ------------------------------------------------------------------
|
||
|
||
@trace_service("生成对话标题", "Generate title")
|
||
def generate_title(
|
||
self,
|
||
title: str | None = None,
|
||
customer_name: str | None = None,
|
||
conversation_id: int | None = None,
|
||
first_message: str | None = None,
|
||
) -> str:
|
||
"""生成对话标题：自定义标题 > 客户姓名 > 首条消息前 20 字。
|
||
|
||
结果始终非空。
|
||
"""
|
||
# 优先级 1：自定义标题
|
||
if title and title.strip():
|
||
return title.strip()
|
||
|
||
# 优先级 2：客户姓名
|
||
if customer_name and customer_name.strip():
|
||
return customer_name.strip()
|
||
|
||
# 优先级 3：首条消息前 20 字
|
||
if first_message is None and conversation_id is not None:
|
||
first_message = self._get_first_message(conversation_id)
|
||
|
||
if first_message and first_message.strip():
|
||
text = first_message.strip()
|
||
return text[:20] if len(text) > 20 else text
|
||
|
||
return "新对话"
|
||
|
||
# ------------------------------------------------------------------
|
||
# 内部辅助方法
|
||
# ------------------------------------------------------------------
|
||
|
||
def _verify_ownership(self, chat_id: int, user_id: int, site_id: int) -> None:
|
||
"""验证对话归属当前用户，不属于时抛出 HTTP 403/404。"""
|
||
conn = get_connection()
|
||
try:
|
||
with conn.cursor() as cur:
|
||
cur.execute(
|
||
"""
|
||
SELECT user_id FROM biz.ai_conversations
|
||
WHERE id = %s AND site_id = %s
|
||
""",
|
||
(chat_id, site_id),
|
||
)
|
||
row = cur.fetchone()
|
||
if not row:
|
||
raise HTTPException(
|
||
status_code=status.HTTP_404_NOT_FOUND,
|
||
detail="对话不存在",
|
||
)
|
||
if str(row[0]) != str(user_id):
|
||
raise HTTPException(
|
||
status_code=status.HTTP_403_FORBIDDEN,
|
||
detail="无权访问此对话",
|
||
)
|
||
finally:
|
||
conn.close()
|
||
|
||
def _save_message(
|
||
self,
|
||
conversation_id: int,
|
||
role: str,
|
||
content: str,
|
||
tokens_used: int | None = None,
|
||
reference_card: dict | None = None,
|
||
) -> tuple[int, str]:
|
||
"""写入消息记录，返回 (message_id, created_at ISO 字符串)。"""
|
||
conn = get_connection()
|
||
try:
|
||
with conn.cursor() as cur:
|
||
cur.execute(
|
||
"""
|
||
INSERT INTO biz.ai_messages
|
||
(conversation_id, role, content, tokens_used, reference_card)
|
||
VALUES (%s, %s, %s, %s, %s)
|
||
RETURNING id, created_at
|
||
""",
|
||
(
|
||
conversation_id,
|
||
role,
|
||
content,
|
||
tokens_used,
|
||
json.dumps(reference_card, ensure_ascii=False) if reference_card else None,
|
||
),
|
||
)
|
||
row = cur.fetchone()
|
||
conn.commit()
|
||
msg_id = row[0]
|
||
created_at = row[1]
|
||
return msg_id, created_at.isoformat() if isinstance(created_at, datetime) else str(created_at)
|
||
except Exception:
|
||
conn.rollback()
|
||
raise
|
||
finally:
|
||
conn.close()
|
||
|
||
def _update_session_metadata(self, chat_id: int, last_message: str) -> None:
|
||
"""更新对话的 last_message 和 last_message_at。"""
|
||
# 截断至 100 字
|
||
truncated = last_message[:100] if len(last_message) > 100 else last_message
|
||
conn = get_connection()
|
||
try:
|
||
with conn.cursor() as cur:
|
||
cur.execute(
|
||
"""
|
||
UPDATE biz.ai_conversations
|
||
SET last_message = %s, last_message_at = NOW()
|
||
WHERE id = %s
|
||
""",
|
||
(truncated, chat_id),
|
||
)
|
||
conn.commit()
|
||
except Exception:
|
||
conn.rollback()
|
||
raise
|
||
finally:
|
||
conn.close()
|
||
|
||
def _get_first_message(self, conversation_id: int) -> str | None:
|
||
"""查询对话的首条 user 消息内容。"""
|
||
conn = get_connection()
|
||
try:
|
||
with conn.cursor() as cur:
|
||
cur.execute(
|
||
"""
|
||
SELECT content FROM biz.ai_messages
|
||
WHERE conversation_id = %s AND role = 'user'
|
||
ORDER BY created_at ASC LIMIT 1
|
||
""",
|
||
(conversation_id,),
|
||
)
|
||
row = cur.fetchone()
|
||
return row[0] if row else None
|
||
finally:
|
||
conn.close()
|
||
|
||
async def _call_ai(
|
||
self,
|
||
chat_id: int,
|
||
content: str,
|
||
user_id: int,
|
||
site_id: int,
|
||
) -> tuple[str, int | None]:
|
||
"""调用 DashScope Application API 获取非流式回复，返回 (reply_text, tokens_used)。
|
||
|
||
通过 Application.call() 调用 App1（通用对话），prompt 为最近历史拼接。
|
||
"""
|
||
# CHANGE 2026-03-22 | BailianClient → DashScopeClient（P14 迁移收尾）
|
||
client = _get_dashscope_client()
|
||
ai_config = AIConfig.from_env()
|
||
|
||
# 获取历史消息作为上下文（最近 20 条）
|
||
conn = get_connection()
|
||
try:
|
||
with conn.cursor() as cur:
|
||
cur.execute(
|
||
"""
|
||
SELECT role, content FROM biz.ai_messages
|
||
WHERE conversation_id = %s
|
||
ORDER BY created_at ASC
|
||
""",
|
||
(chat_id,),
|
||
)
|
||
history = cur.fetchall()
|
||
finally:
|
||
conn.close()
|
||
|
||
# 拼接历史消息为 prompt 文本
|
||
recent = history[-20:] if len(history) > 20 else history
|
||
prompt_parts: list[str] = []
|
||
for role, msg_content in recent:
|
||
prompt_parts.append(f"[{role}]: {msg_content}")
|
||
prompt = "\n".join(prompt_parts)
|
||
|
||
# 通过 Application API 调用 App1
|
||
result, tokens_used, _session_id = await client.call_app(
|
||
ai_config.app_id_1_chat, prompt,
|
||
)
|
||
|
||
# 从返回结果提取文本回复
|
||
reply = result.get("text", "") if isinstance(result, dict) else str(result)
|
||
return reply, tokens_used
|
||
|
||
@staticmethod
|
||
def _get_consumption_30d(conn: Any, site_id: int, member_id: int) -> Decimal | None:
|
||
"""查询客户近 30 天消费金额（items_sum 口径）。
|
||
|
||
⚠️ DWD-DOC 规则 1: 使用 ledger_amount（items_sum 口径），禁用 consume_money。
|
||
"""
|
||
with fdw_queries._fdw_context(conn, site_id) as cur:
|
||
cur.execute(
|
||
"""
|
||
SELECT COALESCE(SUM(ledger_amount), 0)
|
||
FROM app.v_dwd_assistant_service_log
|
||
WHERE tenant_member_id = %s
|
||
AND is_delete = 0
|
||
AND create_time >= (CURRENT_DATE - INTERVAL '30 days')::timestamptz
|
||
""",
|
||
(member_id,),
|
||
)
|
||
row = cur.fetchone()
|
||
return Decimal(str(row[0])) if row and row[0] is not None else None
|
||
|
||
@staticmethod
|
||
def _get_visit_count_30d(conn: Any, site_id: int, member_id: int) -> int | None:
|
||
"""查询客户近 30 天到店次数。"""
|
||
with fdw_queries._fdw_context(conn, site_id) as cur:
|
||
cur.execute(
|
||
"""
|
||
SELECT COUNT(DISTINCT create_time::date)
|
||
FROM app.v_dwd_assistant_service_log
|
||
WHERE tenant_member_id = %s
|
||
AND is_delete = 0
|
||
AND create_time >= (CURRENT_DATE - INTERVAL '30 days')::timestamptz
|
||
""",
|
||
(member_id,),
|
||
)
|
||
row = cur.fetchone()
|
||
return int(row[0]) if row and row[0] is not None else None
|
||
|
||
|
||
# ── 模块级辅助函数 ──────────────────────────────────────────────
|
||
|
||
|
||
def _get_dashscope_client() -> DashScopeClient:
|
||
"""从环境变量构建 DashScopeClient，缺失时报错。"""
|
||
# CHANGE 2026-03-22 | BailianClient → DashScopeClient（P14 迁移收尾）
|
||
ai_config = AIConfig.from_env()
|
||
return DashScopeClient(api_key=ai_config.api_key, workspace_id=ai_config.workspace_id)
|