baodan/api/insurance/db/migrate_017.py

"""迁移 017: 给 PPT 模板表新增 slides_config_json 列。

该列存储每种模板的逐页幻灯片配置（标题模板、叙事提示、图表类型等），
使管理员可以在后台管理页面中配置 PPT 的每一页内容。
"""
import json
import logging
from sqlalchemy import text

logger = logging.getLogger(__name__)


def upgrade(engine):
    """执行迁移。"""
    with engine.begin() as conn:
        # 检查列是否已存在
        result = conn.execute(text(
            "SELECT COUNT(*) FROM information_schema.columns "
            "WHERE table_name = 'insurance_ppt_templates' AND column_name = 'slides_config_json'"
        ))
        if result.scalar() > 0:
            logger.info("slides_config_json 列已存在，跳过迁移")
            return

        conn.execute(text(
            "ALTER TABLE insurance_ppt_templates ADD COLUMN slides_config_json TEXT"
        ))
        logger.info("已添加 slides_config_json 列")

        # 为现有模板填充默认 slides_config
        _seed_default_slides_config(conn)


def _seed_default_slides_config(conn):
    """为现有模板填充默认的逐页配置。"""
    templates = conn.execute(text(
        "SELECT id, plan_type, required_page_types_json FROM insurance_ppt_templates WHERE status = 1"
    )).fetchall()

    for tpl in templates:
        tpl_id, plan_type, rpt_json = tpl
        if not rpt_json:
            continue

        try:
            page_types = json.loads(rpt_json)
        except (json.JSONDecodeError, TypeError):
            continue

        slides_config = _build_default_slides_config(page_types, plan_type)
        conn.execute(text(
            "UPDATE insurance_ppt_templates SET slides_config_json = :config WHERE id = :id"
        ), {"config": json.dumps(slides_config, ensure_ascii=False), "id": tpl_id})

    logger.info(f"已为 {len(templates)} 个模板填充默认 slides_config")


def _build_default_slides_config(page_types, plan_type):
    """根据 pageType 列表构建默认的逐页配置。"""
    defaults = {
        "cover": {"pageType": "cover", "title": "{{customerName}} 专属方案",
                  "subtitle": "{{productName}}", "narrativeHint": ""},
        "company": {"pageType": "company", "title": "{{companyName}} 公司介绍",
                    "narrativeHint": "公司事实来自内部知识库权威口径"},
        "narrative": {"pageType": "narrative", "title": "方案核心逻辑",
                      "narrativeHint": "先看结构，再看收益与保障"},
        "chart": {"pageType": "chart", "title": "价值增长曲线",
                  "chartType": "growth", "narrativeHint": "先看回本区间，再看20/30年关键点"},
        "timeline": {"pageType": "timeline", "title": "家庭时间轴",
                     "narrativeHint": "把谁在什么阶段发挥作用讲清楚"},
        "table": {"pageType": "table", "title": "数据表（每10年）",
                  "tableType": "no_withdraw", "narrativeHint": "含单利复利，便于长期价值对比"},
        "compare": {"pageType": "compare", "title": "产品对比",
                    "narrativeHint": "保证部分是底线，非保证部分是弹性"},
        "synergy": {"pageType": "synergy", "title": "协同关系",
                    "narrativeHint": "功能分层，互不冲突"},
        "conclusion": {"pageType": "conclusion", "title": "结论",
                       "narrativeHint": "一张保家庭不失速，一张保未来不落空"},
        "closing": {"pageType": "closing", "title": "感谢信任",
                    "narrativeHint": "方案可继续迭代优化，如有疑问请随时联系"},
    }

    # 根据产品类型调整默认标题
    if plan_type == "ci":
        defaults["narrative"]["title"] = "家庭风险防线"
        defaults["narrative"]["narrativeHint"] = "先防风险，再做未来"
        defaults["chart"]["title"] = "重疾保障数据曲线"
        defaults["chart"]["chartType"] = "growth"
    elif plan_type == "iul":
        defaults["narrative"]["title"] = "传承杠杆设计"
        defaults["narrative"]["narrativeHint"] = "先看杠杆，再看现金价值弹性"
        defaults["chart"]["title"] = "IUL 长期利益曲线"
        defaults["chart"]["chartType"] = "growth"

    slides = []
    table_count = 0
    chart_count = 0
    for pt in page_types:
        if pt == "chart":
            meta = dict(defaults.get(pt, {"pageType": pt}))
            if chart_count == 0:
                meta["chartType"] = "growth"
                meta["title"] = "价值增长曲线"
            else:
                meta["chartType"] = "stacked"
                meta["title"] = "保证/非保证构成"
            chart_count += 1
        elif pt == "table":
            meta = dict(defaults.get(pt, {"pageType": pt}))
            if table_count == 0:
                meta["tableType"] = "no_withdraw"
                meta["title"] = "不提领方案数据表（每10年）"
            else:
                meta["tableType"] = "withdraw"
                meta["title"] = "提领方案数据表（每10年）"
            table_count += 1
        elif pt == "timeline":
            meta = dict(defaults.get(pt, {"pageType": pt}))
            # 第二个 timeline 用不同标题
            if sum(1 for s in slides if s["pageType"] == "timeline") > 0:
                meta["title"] = "中后期里程碑"
                meta["narrativeHint"] = "养老金与长期传承阶段"
        elif pt == "conclusion":
            meta = dict(defaults.get(pt, {"pageType": pt}))
            if sum(1 for s in slides if s["pageType"] == "conclusion") > 0:
                meta["title"] = "下一步行动建议"
                meta["narrativeHint"] = "建议尽快与保险经纪人预约确认方案"
        else:
            meta = dict(defaults.get(pt, {"pageType": pt}))
        slides.append(meta)

    return {"slides": slides}


def downgrade(engine):
    """回滚迁移。"""
    with engine.begin() as conn:
        conn.execute(text(
            "ALTER TABLE insurance_ppt_templates DROP COLUMN IF EXISTS slides_config_json"
        ))
        logger.info("已删除 slides_config_json 列")