256 lines
9.8 KiB
Python
256 lines
9.8 KiB
Python
"""方案导出服务：生成 PDF/Word 文件。"""
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import io
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import json
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from insurance.db.compat import db
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from insurance.models.recommendation import RecommendationRecord
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DISCLAIMER = (
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"\n\n免责声明：以上方案仅供参考，具体保障内容以保险合同条款为准。"
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"投保前请仔细阅读产品条款，了解保险责任、责任免除、等待期等重要内容。"
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)
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def export_word(proposal_id: str):
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"""导出方案为 Word 文档。"""
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from docx import Document
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from docx.shared import Pt, Cm
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from docx.enum.text import WD_ALIGN_PARAGRAPH
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record = db.session.query(RecommendationRecord).filter_by(id=int(proposal_id)).first()
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if not record:
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return None, "方案不存在"
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plans = json.loads(record.plan_variants) if record.plan_variants else []
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# 如果结构化解析为空但有 Markdown 原文，直接渲染 Markdown
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if not plans and record.generated_plan:
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return _export_word_from_markdown(record)
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doc = Document()
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# 标题
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title = doc.add_heading("保险产品推荐方案", level=0)
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title.alignment = WD_ALIGN_PARAGRAPH.CENTER
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# 客户信息
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doc.add_heading("客户信息", level=1)
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info_table = doc.add_table(rows=4, cols=4, style="Table Grid")
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info_data = [
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("姓名", record.customer_name or "-", "年龄", f"{record.customer_age}岁"),
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("性别", "男" if record.customer_gender == "male" else "女", "职业", record.occupation or "-"),
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("健康状况", record.health_status or "-", "年收入", f"{record.annual_income}万"),
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("月预算", f"{record.monthly_budget}元", "保障期限", record.coverage_period or "-"),
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]
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for i, (k1, v1, k2, v2) in enumerate(info_data):
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info_table.rows[i].cells[0].text = k1
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info_table.rows[i].cells[1].text = v1
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info_table.rows[i].cells[2].text = k2
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info_table.rows[i].cells[3].text = v2
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# 各方案
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for plan in plans:
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doc.add_heading(plan.get("name", "方案"), level=1)
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premium = plan.get("total_premium", "")
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doc.add_paragraph(f"年保费合计：{premium}元" if premium else "年保费合计：-")
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items = plan.get("items", [])
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if items:
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table = doc.add_table(rows=1 + len(items), cols=4, style="Table Grid")
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headers = ["产品名称", "保额", "年保费", "推荐理由"]
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for j, h in enumerate(headers):
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table.rows[0].cells[j].text = h
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for run in table.rows[0].cells[j].paragraphs[0].runs:
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run.bold = True
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for k, item in enumerate(items):
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table.rows[k + 1].cells[0].text = item.get("product_name", "")
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table.rows[k + 1].cells[1].text = item.get("coverage", "")
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table.rows[k + 1].cells[2].text = item.get("premium", "")
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table.rows[k + 1].cells[3].text = item.get("reason", "")
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summary = plan.get("summary", "")
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if summary:
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doc.add_paragraph(summary)
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# 免责声明
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doc.add_paragraph(DISCLAIMER)
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buf = io.BytesIO()
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doc.save(buf)
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buf.seek(0)
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return buf, None
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def export_pdf(proposal_id: str):
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"""导出方案为 PDF（通过 HTML 转换）。"""
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record = db.session.query(RecommendationRecord).filter_by(id=int(proposal_id)).first()
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if not record:
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return None, "方案不存在"
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plans = json.loads(record.plan_variants) if record.plan_variants else []
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# 如果结构化解析为空但有 Markdown 原文，直接渲染 Markdown
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if not plans and record.generated_plan:
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return _export_pdf_from_markdown(record)
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# 构建 HTML
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html_parts = [
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"<!DOCTYPE html><html><head><meta charset='utf-8'>",
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"<style>",
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"body{font-family:sans-serif;padding:20px}",
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"table{width:100%;border-collapse:collapse;margin:10px 0}",
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"th,td{border:1px solid #ddd;padding:8px;text-align:left}",
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"th{background:#f5f5f5}",
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".disclaimer{color:#999;font-size:12px;margin-top:20px}",
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"</style></head><body>",
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"<h1 style='text-align:center'>保险产品推荐方案</h1>",
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"<h2>客户信息</h2>",
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f"<p>姓名：{record.customer_name or '-'} | 年龄：{record.customer_age}岁 | "
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f"性别：{'男' if record.customer_gender == 'male' else '女'} | "
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f"职业：{record.occupation or '-'}</p>",
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f"<p>健康状况：{record.health_status or '-'} | 年收入：{record.annual_income}万 | "
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f"月预算：{record.monthly_budget}元 | 保障期限：{record.coverage_period or '-'}</p>",
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]
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for plan in plans:
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html_parts.append(f"<h2>{plan.get('name', '方案')}</h2>")
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premium = plan.get("total_premium", "")
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html_parts.append(f"<p><strong>年保费合计：{premium}元</strong></p>" if premium else "<p><strong>年保费合计：-</strong></p>")
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items = plan.get("items", [])
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if items:
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html_parts.append("<table><thead><tr><th>产品</th><th>保额</th><th>年保费</th><th>推荐理由</th></tr></thead><tbody>")
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for item in items:
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html_parts.append(
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f"<tr><td>{item.get('product_name', '')}</td>"
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f"<td>{item.get('coverage', '')}</td>"
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f"<td>{item.get('premium', '')}</td>"
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f"<td>{item.get('reason', '')}</td></tr>"
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)
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html_parts.append("</tbody></table>")
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summary = plan.get("summary", "")
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if summary:
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html_parts.append(f"<p>{summary}</p>")
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html_parts.append(f"<p class='disclaimer'>{DISCLAIMER}</p>")
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html_parts.append("</body></html>")
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html_content = "\n".join(html_parts)
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# 尝试用 weasyprint 生成 PDF
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try:
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from weasyprint import HTML
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buf = io.BytesIO()
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HTML(string=html_content).write_pdf(buf)
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buf.seek(0)
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return buf, None
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except ImportError:
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pass
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# 回退：返回 HTML 文件
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buf = io.BytesIO(html_content.encode("utf-8"))
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return buf, None
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def _export_word_from_markdown(record) -> tuple:
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"""当结构化解析为空时，直接将 Markdown 渲染为 Word。"""
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from docx import Document
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from docx.enum.text import WD_ALIGN_PARAGRAPH
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import re
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doc = Document()
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title = doc.add_heading("保险产品推荐方案", level=0)
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title.alignment = WD_ALIGN_PARAGRAPH.CENTER
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# 客户信息
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doc.add_heading("客户信息", level=1)
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doc.add_paragraph(
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f"姓名：{record.customer_name or '-'} | 年龄：{record.customer_age}岁 | "
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f"性别：{'男' if record.customer_gender == 'male' else '女'} | "
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f"职业：{record.occupation or '-'}"
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)
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# 将 Markdown 逐段写入 Word
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md_text = record.generated_plan or ""
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for line in md_text.split("\n"):
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line = line.strip()
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if not line:
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continue
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if line.startswith("### "):
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doc.add_heading(line[4:], level=2)
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elif line.startswith("## "):
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doc.add_heading(line[3:], level=1)
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elif line.startswith("# "):
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doc.add_heading(line[2:], level=0)
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elif line.startswith("|") and "---" not in line:
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# 表格行 → 用段落模拟
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cells = [c.strip() for c in line.split("|") if c.strip()]
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doc.add_paragraph(" | ".join(cells))
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else:
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doc.add_paragraph(line)
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doc.add_paragraph(DISCLAIMER)
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buf = io.BytesIO()
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doc.save(buf)
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buf.seek(0)
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return buf, None
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def _export_pdf_from_markdown(record) -> tuple:
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"""当结构化解析为空时，直接将 Markdown 渲染为 PDF/HTML。"""
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import re
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md_text = record.generated_plan or ""
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# 简单 Markdown → HTML 转换
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html_body = md_text
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html_body = re.sub(r'^### (.+)$', r'<h3>\1</h3>', html_body, flags=re.MULTILINE)
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html_body = re.sub(r'^## (.+)$', r'<h2>\1</h2>', html_body, flags=re.MULTILINE)
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html_body = re.sub(r'^# (.+)$', r'<h1>\1</h1>', html_body, flags=re.MULTILINE)
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html_body = re.sub(r'\*\*(.+?)\*\*', r'<strong>\1</strong>', html_body)
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# 表格行转 HTML 表格（简化处理）
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table_lines = re.findall(r'^(\|.+\|)$', html_body, re.MULTILINE)
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if table_lines:
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table_html = "<table>"
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for i, line in enumerate(table_lines):
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cells = [c.strip() for c in line.split("|") if c.strip()]
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tag = "th" if i == 0 else "td"
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row = "".join(f"<{tag}>{c}</{tag}>" for c in cells)
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table_html += f"<tr>{row}</tr>"
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table_html += "</table>"
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html_body = re.sub(r'^(\|.+\|)$', '', html_body, flags=re.MULTILINE)
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html_body += table_html
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html_body = re.sub(r'\n{2,}', '</p><p>', html_body)
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html_body = f"<p>{html_body}</p>"
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html_content = (
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"<!DOCTYPE html><html><head><meta charset='utf-8'>"
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"<style>"
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"body{font-family:sans-serif;padding:20px}"
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"table{width:100%;border-collapse:collapse;margin:10px 0}"
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"th,td{border:1px solid #ddd;padding:8px;text-align:left}"
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"th{background:#f5f5f5}"
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".disclaimer{color:#999;font-size:12px;margin-top:20px}"
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"</style></head><body>"
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f"<h1 style='text-align:center'>保险产品推荐方案</h1>"
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f"<h2>客户信息</h2>"
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f"<p>姓名：{record.customer_name or '-'} | 年龄：{record.customer_age}岁 | "
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f"性别：{'男' if record.customer_gender == 'male' else '女'} | "
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f"职业：{record.occupation or '-'}</p>"
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f"{html_body}"
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f"<p class='disclaimer'>{DISCLAIMER}</p>"
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"</body></html>"
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)
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try:
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from weasyprint import HTML
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buf = io.BytesIO()
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HTML(string=html_content).write_pdf(buf)
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buf.seek(0)
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return buf, None
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except ImportError:
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pass
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buf = io.BytesIO(html_content.encode("utf-8"))
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return buf, None
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