wsb1224
63c7e87ea7
Add a mandatory data verification step so users can inspect and edit LLM-extracted data before generating the PPT. - New PptDataReview.vue: auto-validation on mount, key metrics cards, editable benefit/withdrawal tables, inline error highlighting - New PUT /session/<id>/extractions API endpoint for saving user edits - Extend PptPage flow from 4 steps to 5 (upload→parse→review→generate→result) - Update ppt-api.ts with updateExtractions() method - Update PptParsing button text to match new flow Co-Authored-By: Claude Fable 5 <noreply@anthropic.com>
613 lines
22 KiB
Python
613 lines
22 KiB
Python
"""PPT 生成模块 Blueprint 路由。"""
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import os
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import uuid
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import json
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import logging
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from flask import Blueprint, request, jsonify, send_file
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from insurance.middleware.auth_middleware import jwt_required
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from insurance.utils.response import success, error, ErrorCode
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logger = logging.getLogger(__name__)
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ppt_bp = Blueprint("ppt", __name__)
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def _get_session(session_id: str, user_id: str):
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"""获取会话记录。"""
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from insurance.db.compat import db
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from insurance.models.ppt_session import PptSession
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session = PptSession.query.filter_by(id=session_id).first()
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if not session:
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return None
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if session.user_id != user_id:
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return None
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return session
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def _save_session(session):
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"""保存会话记录。"""
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from insurance.db.compat import db
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db.session.add(session)
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db.session.commit()
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# ─── 健康检查 ─────────────────────────────────────────────
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@ppt_bp.route("/health", methods=["GET"])
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def health():
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return success({"status": "ok"})
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# ─── 渲染选项 ─────────────────────────────────────────────
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@ppt_bp.route("/render-options", methods=["GET"])
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def render_options():
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"""获取可用的公司和模板风格列表。"""
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from insurance.models.ppt_config import PptCompany, PptTemplate
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companies = PptCompany.query.all()
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templates = PptTemplate.query.all()
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return success({
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"companies": [c.to_dict() for c in companies],
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"templates": [t.to_dict() for t in templates],
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})
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# ─── 上传 PDF ─────────────────────────────────────────────
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@ppt_bp.route("/upload", methods=["POST"])
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@jwt_required
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def upload_pdfs():
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"""上传 PDF 文件并创建会话。"""
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user_id = str(getattr(request, "user_id", "guest"))
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files = request.files.getlist("files")
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types = request.form.getlist("types")
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companies = request.form.getlist("companies")
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if not files:
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return error(ErrorCode.PARAM_ERROR, "未上传文件")
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# 创建上传目录
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upload_dir = os.path.join(os.getcwd(), "uploads", user_id)
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os.makedirs(upload_dir, exist_ok=True)
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file_records = []
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for i, f in enumerate(files):
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if not f.filename or not f.filename.lower().endswith(".pdf"):
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continue
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# 保存文件
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filename = f"{uuid.uuid4().hex[:8]}_{f.filename}"
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filepath = os.path.join(upload_dir, filename)
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f.save(filepath)
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# 确定产品类型
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plan_type = types[i] if i < len(types) else "savings"
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company_id = companies[i] if i < len(companies) else ""
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file_records.append({
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"path": filepath,
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"name": f.filename,
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"type": plan_type,
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"companyId": company_id,
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})
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if not file_records:
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return error(ErrorCode.FILE_FORMAT_ERROR, "无有效 PDF 文件")
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# 创建会话
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session_id = uuid.uuid4().hex
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from insurance.models.ppt_session import PptSession
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session = PptSession(
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id=session_id,
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user_id=user_id,
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status="created",
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files_json=json.dumps(file_records, ensure_ascii=False),
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)
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_save_session(session)
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return success({
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"sessionId": session_id,
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"files": [f["name"] for f in file_records],
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})
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# ─── 解析 PDF ─────────────────────────────────────────────
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@ppt_bp.route("/parse/<session_id>", methods=["POST"])
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@jwt_required
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def parse_session(session_id):
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"""触发 AI 解析 PDF。"""
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user_id = str(getattr(request, "user_id", "guest"))
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session = _get_session(session_id, user_id)
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if not session:
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return error(ErrorCode.NOT_FOUND, "会话不存在")
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import asyncio
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from insurance.ppt.extraction import ExtractionOrchestrator
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orchestrator = ExtractionOrchestrator()
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files = json.loads(session.files_json) if session.files_json else []
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extractions = []
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session.status = "parsing"
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_save_session(session)
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for file_info in files:
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filepath = file_info.get("path", "")
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plan_type = file_info.get("type", "savings")
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try:
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result = asyncio.run(orchestrator.extract_plan(filepath, plan_type))
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extractions.append({
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"pdfName": file_info.get("name", ""),
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"pdfPath": filepath,
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"planType": result.plan_type,
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"status": result.status,
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"productName": result.product_name,
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"data": result.data,
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"error": result.error,
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"yearCount": len(result.data.get("benefit_illustration", [])) if result.data else 0,
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})
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except Exception as e:
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logger.error(f"PDF 解析失败 [{file_info.get('name', '')}]: {e}", exc_info=True)
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extractions.append({
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"pdfName": file_info.get("name", ""),
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"pdfPath": filepath,
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"planType": plan_type,
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"status": "error",
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"productName": "unknown",
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"data": None,
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"error": str(e),
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"yearCount": 0,
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})
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session.extractions_json = json.dumps(extractions, ensure_ascii=False)
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session.status = "parsed"
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_save_session(session)
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# 生成摘要
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lines = ["| 产品 | 类型 | 状态 |", "|------|------|------|"]
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for ext in extractions:
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status_icon = "✅" if ext["status"] == "success" else "❌"
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lines.append(f"| {ext['productName']} | {ext['planType']} | {status_icon} |")
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return success({
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"sessionId": session_id,
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"status": "parsed",
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"extractions": [{
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"pdfName": e["pdfName"],
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"planType": e["planType"],
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"status": e["status"],
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"productName": e["productName"],
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"yearCount": e["yearCount"],
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"error": e.get("error"),
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} for e in extractions],
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"message": "\n".join(lines),
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})
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# ─── 获取会话状态 ─────────────────────────────────────────
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@ppt_bp.route("/session/<session_id>", methods=["GET"])
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@jwt_required
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def get_session(session_id):
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"""获取完整会话状态。"""
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user_id = str(getattr(request, "user_id", "guest"))
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session = _get_session(session_id, user_id)
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if not session:
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return error(ErrorCode.NOT_FOUND, "会话不存在")
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return success(session.to_dict())
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# ─── 对话 ─────────────────────────────────────────────────
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@ppt_bp.route("/chat/<session_id>", methods=["POST"])
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@jwt_required
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def chat(session_id):
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"""AI 保险顾问对话。"""
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user_id = str(getattr(request, "user_id", "guest"))
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session = _get_session(session_id, user_id)
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if not session:
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return error(ErrorCode.NOT_FOUND, "会话不存在")
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data = request.get_json(silent=True) or {}
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message = data.get("message", "").strip()
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if not message:
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return error(ErrorCode.PARAM_ERROR, "消息不能为空")
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import asyncio
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from insurance.ppt.llm_client import llm_client
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# 构建上下文
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extractions = json.loads(session.extractions_json) if session.extractions_json else []
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context_parts = []
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for ext in extractions:
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if ext.get("data"):
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context_parts.append(f"产品: {ext['productName']}, 类型: {ext['planType']}")
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data_inner = ext["data"]
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policy = data_inner.get("policy", {})
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context_parts.append(f"年缴保费: {policy.get('annual_premium', 'N/A')}")
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context_parts.append(f"缴费年期: {policy.get('premium_payment_period', 'N/A')}")
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system_prompt = (
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"你是一位资深的香港保险顾问，擅长为保险经纪人分析保险计划书。"
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"请基于以下保单数据，用温暖、专业、数据驱动的方式回答问题。\n\n"
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f"保单数据：\n{''.join(context_parts)}"
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)
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try:
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response = asyncio.run(llm_client.chat(message, system_prompt))
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reply = response.content
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except Exception as e:
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reply = f"抱歉，暂时无法回答。错误信息：{e}"
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# 更新对话历史
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history = json.loads(session.chat_history_json) if session.chat_history_json else []
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history.append({"role": "user", "content": message})
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history.append({"role": "assistant", "content": reply})
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# 保留最近 20 条
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history = history[-20:]
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session.chat_history_json = json.dumps(history, ensure_ascii=False)
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_save_session(session)
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return success({
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"sessionId": session_id,
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"message": reply,
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"history": history,
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})
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# ─── 生成 PPT ─────────────────────────────────────────────
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@ppt_bp.route("/generate/<session_id>", methods=["POST"])
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@jwt_required
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def generate_ppt(session_id):
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"""生成 PPT。"""
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user_id = str(getattr(request, "user_id", "guest"))
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session = _get_session(session_id, user_id)
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if not session:
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return error(ErrorCode.NOT_FOUND, "会话不存在")
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data = request.get_json(silent=True) or {}
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theme = data.get("theme") or data.get("style") or "broker"
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company_id = data.get("companyId", "")
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extractions = json.loads(session.extractions_json) if session.extractions_json else []
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if not extractions:
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return error(ErrorCode.PARAM_ERROR, "无解析数据")
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# 归一化所有成功的提取结果
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from insurance.ppt.normalizer import normalize_savings_plan, normalize_ci_plan, normalize_iul_plan
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from insurance.ppt.validator import validate_formal_savings_plan, validate_formal_ci_plan, validate_formal_iul_plan
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all_normalized = []
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for ext in extractions:
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if ext.get("status") not in ("success", "cached") or not ext.get("data"):
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continue
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ext_data = ext["data"]
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pdf_path = ext.get("pdfPath")
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plan_type = ext_data.get("product_type", "savings")
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try:
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if plan_type == "ci":
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normalized = normalize_ci_plan(ext_data, pdf_path)
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issues = validate_formal_ci_plan(normalized)
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elif plan_type == "iul":
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normalized = normalize_iul_plan(ext_data, pdf_path)
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issues = validate_formal_iul_plan(normalized)
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else:
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normalized = normalize_savings_plan(ext_data, pdf_path)
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issues = validate_formal_savings_plan(normalized)
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errors = [i for i in issues if i.level == "error"]
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if errors:
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logger.warning(f"产品 {ext_data.get('product_type', '')} 有验证错误: {errors}")
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all_normalized.append(normalized)
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except Exception as e:
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logger.error(f"归一化失败: {e}", exc_info=True)
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if not all_normalized:
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return error(ErrorCode.PARAM_ERROR, "无有效提取数据")
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normalized = all_normalized[0]
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plan_type = normalized.get("kind", "savings")
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# 渲染 PPT
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session.status = "generating"
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_save_session(session)
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from insurance.ppt.renderer import PptRenderer
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renderer = PptRenderer()
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output_dir = os.path.join(os.getcwd(), "downloads", user_id)
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os.makedirs(output_dir, exist_ok=True)
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output_path = os.path.join(output_dir, f"{session_id}.pptx")
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# 加载模板配置
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from insurance.models.ppt_config import PptTemplate, PptCompany
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template = PptTemplate.query.filter_by(plan_type=plan_type, style_preset=theme, status=1).first()
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template_config = template.to_dict() if template else None
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# 加载公司信息
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company_info = None
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if company_id:
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company = PptCompany.query.get(company_id)
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if company:
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company_info = company.to_dict()
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result = renderer.render_enhanced(
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normalized, output_path, theme=theme,
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company_id=company_id, company_info=company_info,
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template_config=template_config,
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all_products=all_normalized if len(all_normalized) > 1 else None,
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)
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if not result.get("ok"):
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session.status = "error"
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_save_session(session)
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return error(ErrorCode.SERVER_ERROR, f"渲染失败: {result.get('error', '未知错误')}")
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session.ppt_path = output_path
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session.slide_count = result.get("slideCount", 0)
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session.status = "done"
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_save_session(session)
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# 记录历史
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try:
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_record_history(
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user_id=user_id,
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action_type="export",
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session_id=session_id,
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company_id=company_id,
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content_snapshot={"theme": theme, "slideCount": result.get("slideCount", 0)},
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file_url=output_path,
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)
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except Exception:
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logger.warning("记录 PPT 历史失败", exc_info=True)
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return success({
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"sessionId": session_id,
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"status": "done",
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"downloadUrl": f"/insurance/ppt/download/{session_id}",
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"slideCount": result.get("slideCount", 0),
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})
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# ─── 下载 PPT ─────────────────────────────────────────────
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@ppt_bp.route("/download/<session_id>", methods=["GET"])
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@jwt_required
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def download_ppt(session_id):
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"""下载生成的 PPT。"""
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user_id = str(getattr(request, "user_id", "guest"))
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session = _get_session(session_id, user_id)
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if not session:
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return error(ErrorCode.NOT_FOUND, "会话不存在")
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if not session.ppt_path or not os.path.exists(session.ppt_path):
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return error(ErrorCode.NOT_FOUND, "PPT 文件不存在")
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# 记录下载历史
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try:
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_record_history(
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user_id=user_id,
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action_type="download",
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session_id=session_id,
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file_url=session.ppt_path,
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)
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except Exception:
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logger.warning("记录下载历史失败", exc_info=True)
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return send_file(
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session.ppt_path,
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as_attachment=True,
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download_name=f"{session_id}.pptx",
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mimetype="application/vnd.openxmlformats-officedocument.presentationml.presentation",
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)
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# ─── 验证提取数据 ─────────────────────────────────────────
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@ppt_bp.route("/validate/<session_id>", methods=["GET"])
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@jwt_required
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def validate_extraction(session_id):
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"""验证提取数据完整性。"""
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user_id = str(getattr(request, "user_id", "guest"))
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session = _get_session(session_id, user_id)
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if not session:
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return error(ErrorCode.NOT_FOUND, "会话不存在")
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extractions = json.loads(session.extractions_json) if session.extractions_json else []
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all_issues = []
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from insurance.ppt.normalizer import normalize_savings_plan, normalize_ci_plan, normalize_iul_plan
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from insurance.ppt.validator import validate_formal_savings_plan, validate_formal_ci_plan, validate_formal_iul_plan
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for ext in extractions:
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if ext.get("status") not in ("success", "cached") or not ext.get("data"):
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continue
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data = ext["data"]
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plan_type = data.get("product_type", "savings")
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try:
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if plan_type == "ci":
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normalized = normalize_ci_plan(data)
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issues = validate_formal_ci_plan(normalized)
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elif plan_type == "iul":
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normalized = normalize_iul_plan(data)
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issues = validate_formal_iul_plan(normalized)
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else:
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normalized = normalize_savings_plan(data)
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issues = validate_formal_savings_plan(normalized)
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all_issues.extend([{"field": i.code, "severity": i.level, "message": i.message} for i in issues])
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except Exception as e:
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all_issues.append({"field": "general", "severity": "error", "message": str(e)})
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error_count = sum(1 for i in all_issues if i["severity"] == "error")
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warn_count = sum(1 for i in all_issues if i["severity"] == "warn")
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return success({
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"sessionId": session_id,
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"validated": error_count == 0,
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"errorCount": error_count,
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"warnCount": warn_count,
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"issues": all_issues,
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})
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# ─── 更新提取数据 ─────────────────────────────────────────
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@ppt_bp.route("/session/<session_id>/extractions", methods=["PUT"])
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@jwt_required
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def update_extractions(session_id):
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"""保存用户修改后的提取数据。"""
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user_id = str(getattr(request, "user_id", "guest"))
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session = _get_session(session_id, user_id)
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if not session:
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return error(ErrorCode.NOT_FOUND, "会话不存在")
|
|
|
|
data = request.get_json(silent=True) or {}
|
|
extractions = data.get("extractions")
|
|
if not isinstance(extractions, list):
|
|
return error(ErrorCode.PARAM_ERROR, "extractions 必须是数组")
|
|
|
|
# 合并更新：只更新 data 字段，保留 pdfPath/status 等元信息
|
|
existing = json.loads(session.extractions_json) if session.extractions_json else []
|
|
existing_map = {e["pdfName"]: e for e in existing}
|
|
|
|
for ext in extractions:
|
|
pdf_name = ext.get("pdfName")
|
|
if not pdf_name or pdf_name not in existing_map:
|
|
continue
|
|
# 更新数据字段
|
|
if "data" in ext:
|
|
existing_map[pdf_name]["data"] = ext["data"]
|
|
if "productName" in ext:
|
|
existing_map[pdf_name]["productName"] = ext["productName"]
|
|
if "planType" in ext:
|
|
existing_map[pdf_name]["planType"] = ext["planType"]
|
|
# 重新计算行数
|
|
d = existing_map[pdf_name].get("data")
|
|
if d:
|
|
rows = d.get("benefit_illustration") or d.get("benefitRows") or []
|
|
existing_map[pdf_name]["yearCount"] = len(rows)
|
|
|
|
updated = list(existing_map.values())
|
|
session.extractions_json = json.dumps(updated, ensure_ascii=False)
|
|
session.status = "parsed" # 回到 parsed 状态，需要重新生成
|
|
_save_session(session)
|
|
|
|
return success({
|
|
"sessionId": session_id,
|
|
"status": "updated",
|
|
"extractions": [{
|
|
"pdfName": e["pdfName"],
|
|
"planType": e["planType"],
|
|
"status": e["status"],
|
|
"productName": e["productName"],
|
|
"yearCount": e["yearCount"],
|
|
} for e in updated],
|
|
})
|
|
|
|
|
|
# ─── 公司知识库匹配 ───────────────────────────────────────
|
|
|
|
@ppt_bp.route("/company-kb/match", methods=["POST"])
|
|
@jwt_required
|
|
def match_company():
|
|
"""匹配公司知识库。"""
|
|
data = request.get_json(silent=True) or {}
|
|
product_name = data.get("productName")
|
|
company_hint = data.get("companyHint")
|
|
forced_company_id = data.get("companyId")
|
|
|
|
from insurance.models.ppt_config import PptCompany, PptProduct
|
|
from insurance.ppt.knowledge import match_company_knowledge
|
|
|
|
companies = [c.to_dict() for c in PptCompany.query.all()]
|
|
products = [p.to_dict() for p in PptProduct.query.all()]
|
|
|
|
result = match_company_knowledge(
|
|
product_name=product_name,
|
|
company_hint=company_hint,
|
|
forced_company_id=forced_company_id,
|
|
companies=companies,
|
|
products=products,
|
|
)
|
|
|
|
return success(result)
|
|
|
|
|
|
# ─── 历史记录 ─────────────────────────────────────────────
|
|
|
|
def _record_history(user_id, action_type, session_id=None, company_id=None,
|
|
product_id=None, template_id=None, content_snapshot=None,
|
|
file_url=None):
|
|
"""写入历史记录（内部函数）。"""
|
|
from insurance.db.compat import db
|
|
from insurance.models.ppt_history import PptHistory
|
|
from flask import request as req
|
|
record = PptHistory(
|
|
user_id=user_id,
|
|
session_id=session_id,
|
|
action_type=action_type,
|
|
company_id=company_id,
|
|
product_id=product_id,
|
|
template_id=template_id,
|
|
content_snapshot=json.dumps(content_snapshot, ensure_ascii=False) if content_snapshot else None,
|
|
file_url=file_url,
|
|
ip=req.remote_addr,
|
|
user_agent=req.headers.get("User-Agent", "")[:500],
|
|
)
|
|
db.session.add(record)
|
|
db.session.commit()
|
|
|
|
|
|
@ppt_bp.route("/history", methods=["GET"])
|
|
@jwt_required
|
|
def list_history():
|
|
"""当前用户的历史记录列表。"""
|
|
from insurance.db.compat import db
|
|
from insurance.models.ppt_history import PptHistory
|
|
|
|
user_id = str(getattr(request, "user_id", "guest"))
|
|
page = max(1, request.args.get("page", 1, type=int))
|
|
page_size = min(100, max(1, request.args.get("page_size", 20, type=int)))
|
|
company_id = request.args.get("company_id", "")
|
|
action_type = request.args.get("action_type", "")
|
|
|
|
query = db.session.query(PptHistory).filter(PptHistory.user_id == user_id)
|
|
if company_id:
|
|
query = query.filter(PptHistory.company_id == company_id)
|
|
if action_type:
|
|
query = query.filter(PptHistory.action_type == action_type)
|
|
query = query.order_by(PptHistory.created_at.desc())
|
|
total = query.count()
|
|
items = query.offset((page - 1) * page_size).limit(page_size).all()
|
|
|
|
return success({
|
|
"total": total,
|
|
"items": [h.to_dict() for h in items],
|
|
})
|
|
|
|
|
|
@ppt_bp.route("/history/<int:history_id>", methods=["GET"])
|
|
@jwt_required
|
|
def get_history(history_id):
|
|
"""单条历史详情。"""
|
|
from insurance.models.ppt_history import PptHistory
|
|
user_id = str(getattr(request, "user_id", "guest"))
|
|
record = PptHistory.query.get(history_id)
|
|
if not record or record.user_id != user_id:
|
|
return error(ErrorCode.NOT_FOUND, "记录不存在")
|
|
return success(record.to_dict())
|
|
|
|
|
|
@ppt_bp.route("/history/<int:history_id>/re-download", methods=["GET", "POST"])
|
|
@jwt_required
|
|
def re_download(history_id):
|
|
"""重新下载历史文件。"""
|
|
from insurance.models.ppt_history import PptHistory
|
|
user_id = str(getattr(request, "user_id", "guest"))
|
|
record = PptHistory.query.get(history_id)
|
|
if not record or record.user_id != user_id:
|
|
return error(ErrorCode.NOT_FOUND, "记录不存在")
|
|
if not record.file_url or not os.path.exists(record.file_url):
|
|
return error(ErrorCode.NOT_FOUND, "文件不存在")
|
|
return send_file(record.file_url, as_attachment=True)
|