wsb1224
b8c4e8b672
修复 PPT 异步任务无法生成的问题，包括任务变量引用错误、失败状态回写、心跳缺失任务恢复。 脱敏改为保司/产品后台统一配置，生成端不再让用户选择；任务创建时保存策略快照。 保司支持独立控制 PPT、海报 Logo 显示。 PPT 核验新增吸烟状态、币种及三个条件字段。 利益演示、退保提取调整为警告，不再阻止生成。 PPT 生成完成后可以直接返回数据核验页修改。 建立不同险种、单图/长图共六套海报字段画像。 PPT“生成场景”支持后台新增、启停和删除。 保司、产品、PPT 模板、文案模板均支持安全删除。 内置模板禁止删除，只允许停用；存在关联数据时拒绝危险删除。 补充策略变更及删除审计日志。 更新 API 文档、部署文档及修复计划实施记录。 关键交付文件： [数据库迁移 migrate_027.py](D:/work/code/python/coding/baodanagent/api/insurance/db/migrate_027.py) [海报字段画像 field_profiles.py](D:/work/code/python/coding/baodanagent/api/insurance/poster/field_profiles.py) [动态场景服务 scenarios.py](D:/work/code/python/coding/baodanagent/api/insurance/ppt/scenarios.py) [新增回归测试](D:/work/code/python/coding/baodanagent/tests/ppt_poster_optimization_test.py) [优化修复计划书](D:/work/code/python/coding/baodanagent/docs/保险智能客服系统_PPT与海报优化修复计划书_20260731.md) 验证结果： 核心链路测试：37 passed，1 skipped 扩展回归测试：140 passed PPT 渲染器测试：6 passed 前端生产构建：通过 Python 编译检查：通过 完整测试集：190 passed，1 failed 唯一失败为 tests/test_chat_save.py::test_chat_logs_query 未建立 Flask application context，与本次 PPT/海报链路无关。
373 lines
16 KiB
Python
373 lines
16 KiB
Python
"""海报业务逻辑服务。"""
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import asyncio
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import copy
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import json
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import os
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import re
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import uuid
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import logging
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from flask import current_app
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from insurance.db.compat import db
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from insurance.models.ppt_config import PptProduct, PptCompany
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from insurance.models.poster_case_upload import PosterCaseUpload
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from insurance.models.poster_template_model import PosterTemplate
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from insurance.models.poster_copy_template import PosterCopyTemplate
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from insurance.models.poster_record import PosterRecord
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from insurance.poster.product_source_resolver import (
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ProductSourceError,
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case_matches_product,
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product_snapshot,
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resolve_product_source,
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)
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logger = logging.getLogger(__name__)
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def _safe_user_id(user_id: str) -> str:
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"""清理 user_id 中的路径分隔符，防止路径穿越。"""
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return re.sub(r'[/\\.]', '_', user_id)
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def _run_async(coro):
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"""安全执行异步函数，处理事件循环已存在的情况。"""
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try:
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loop = asyncio.get_running_loop()
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except RuntimeError:
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loop = None
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if loop and loop.is_running():
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# 已有运行中的事件循环，用线程池执行
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import concurrent.futures
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with concurrent.futures.ThreadPoolExecutor() as pool:
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return pool.submit(asyncio.run, coro).result()
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return asyncio.run(coro)
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def _replace_names(value, replacements: dict[str, str]):
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"""递归替换规则、卖点和文案中的产品/保司名称。"""
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if isinstance(value, str):
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for real_name, masked_name in replacements.items():
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value = value.replace(real_name, masked_name)
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return value
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if isinstance(value, list):
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return [_replace_names(item, replacements) for item in value]
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if isinstance(value, dict):
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return {key: _replace_names(item, replacements) for key, item in value.items()}
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return value
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def _configured_context(context: dict) -> tuple[dict, dict, dict, dict]:
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"""按后台品牌策略返回规则、产品和保司副本。"""
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from insurance.ppt.masking import apply_brand_policy, build_brand_policy
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product_data = copy.deepcopy(context.get("productData") or {})
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company_data = copy.deepcopy(context.get("companyData") or {})
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rules = copy.deepcopy(context.get("rules") or {})
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real_product_name = context.get("productName") or ""
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real_company_name = context.get("companyName") or ""
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brand_policy = build_brand_policy(company_data, [product_data])
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company_data, product_data = apply_brand_policy(
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company_data, product_data, brand_policy
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)
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replacements = {}
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masked_product_name = product_data.get("displayName", "")
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masked_company_name = company_data.get("displayName", "")
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if real_product_name and masked_product_name and real_product_name != masked_product_name:
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replacements[real_product_name] = masked_product_name
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if real_company_name and masked_company_name and real_company_name != masked_company_name:
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replacements[real_company_name] = masked_company_name
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return _replace_names(rules, replacements), product_data, company_data, brand_policy
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class PosterService:
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"""海报业务逻辑。"""
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def get_reviewed_products(self) -> dict:
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"""获取已 reviewed 的产品列表（供选择）。"""
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products = PptProduct.query.filter(
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PptProduct.manual_parse_status == "reviewed",
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PptProduct.status == 1,
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PptProduct.deleted_at.is_(None),
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).all()
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if not products:
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return {"code": 0, "data": []}
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# 批量查询公司（避免 N+1）
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company_ids = list({p.company_id for p in products})
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companies = {
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c.id: c for c in PptCompany.query.filter(
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PptCompany.id.in_(company_ids),
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PptCompany.status == 1,
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PptCompany.deleted_at.is_(None),
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).all()
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}
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result = []
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for p in products:
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company = companies.get(p.company_id)
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if not company:
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continue
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result.append({
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**p.to_dict(),
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"companyName": company.display_name,
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})
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return {"code": 0, "data": result}
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def upload_case(self, user_id: str, product_id: str, file, password: str = "",
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product_source: dict | None = None) -> dict:
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"""上传计划书 PDF + 排队解析（异步）。"""
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source_data = {
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"productId": product_id,
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"productSource": product_source or {},
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}
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try:
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context = resolve_product_source(user_id, source_data)
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except ProductSourceError as exc:
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return {"code": exc.code, "message": exc.message, "data": None}
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# 文件安全校验（SEC-P1-01）
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from insurance.utils.security import prepare_pdf_upload
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is_valid, err_msg, pdf_bytes = prepare_pdf_upload(file, password)
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if not is_valid:
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code = 4003 if "密码" in err_msg else 4002
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return {"code": code, "message": err_msg, "data": None}
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# 保存文件（使用持久化存储）
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safe_uid = _safe_user_id(user_id)
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from insurance.config import get_storage_root
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upload_dir = os.path.join(get_storage_root(), "uploads", "poster-cases")
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os.makedirs(upload_dir, exist_ok=True)
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filename = f"{safe_uid}_{uuid.uuid4().hex[:8]}.pdf"
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filepath = os.path.join(upload_dir, filename)
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with open(filepath, "wb") as output:
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output.write(pdf_bytes)
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# 创建记录
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record = PosterCaseUpload(
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user_id=user_id,
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product_id=context.get("productId") or "",
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product_source_type=context["sourceType"],
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product_source_id=context["sourceId"],
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product_snapshot_json=json.dumps(product_snapshot(context), ensure_ascii=False),
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source_file_url=filepath,
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parse_status="pending",
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)
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db.session.add(record)
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db.session.commit()
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# 启动后台解析任务
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from insurance.poster.tasks import start_case_parse_task
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if start_case_parse_task(current_app._get_current_object(), record.id):
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record.parse_status = "queued"
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db.session.commit()
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else:
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record.parse_status = "failed"
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db.session.commit()
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return {"code": 5001, "message": "任务排队失败，请重试", "data": None}
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return {"code": 0, "data": record.to_dict()}
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def get_case_upload(self, record_id: int, user_id: str) -> dict:
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"""获取解析结果。"""
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record = PosterCaseUpload.query.get(record_id)
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if not record or record.user_id != user_id:
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return {"code": 1002, "message": "记录不存在", "data": None}
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return {"code": 0, "data": record.to_dict()}
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def confirm_case_upload(self, record_id: int, user_id: str, data: dict) -> dict:
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"""人工核对/修正解析数据。"""
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record = PosterCaseUpload.query.get(record_id)
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if not record or record.user_id != user_id:
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return {"code": 1002, "message": "记录不存在", "data": None}
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record.confirmed_data = json.dumps(data.get("confirmedData", {}), ensure_ascii=False)
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record.confirmed_by = user_id
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from datetime import datetime
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record.confirmed_at = datetime.now()
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db.session.commit()
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return {"code": 0, "data": record.to_dict()}
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def get_templates(self) -> dict:
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"""获取可用海报模板列表。"""
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templates = PosterTemplate.query.filter_by(status=1).order_by(
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PosterTemplate.id.asc()
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).all()
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return {"code": 0, "data": [t.to_dict() for t in templates]}
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def get_copy_templates(self) -> dict:
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"""获取可用文案模板列表。"""
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templates = PosterCopyTemplate.query.filter_by(
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status=1, deleted_at=None
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).order_by(
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PosterCopyTemplate.id.asc()
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).all()
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return {"code": 0, "data": [t.to_dict() for t in templates]}
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def generate_copy(self, user_id: str, data: dict) -> dict:
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"""生成文案（template/ai 模式）。"""
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mode = data.get("mode", "template")
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case_upload_id = data.get("caseUploadId")
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try:
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context = resolve_product_source(user_id, data)
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except ProductSourceError as exc:
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return {"code": exc.code, "message": exc.message, "data": None}
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product_rules, _product_data, _company_data, _brand_policy = _configured_context(context)
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# 获取客户数据（校验 case 所有权 — 防止越权读取他人客户数据）
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customer_data = {}
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if case_upload_id:
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case = PosterCaseUpload.query.get(case_upload_id)
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if not case or case.user_id != user_id:
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return {"code": 404, "message": "记录不存在", "data": None}
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if not case_matches_product(case, context):
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return {"code": 1002, "message": "计划书与所选产品不一致", "data": None}
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if case.confirmed_data:
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try:
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customer_data = json.loads(case.confirmed_data)
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except (json.JSONDecodeError, TypeError):
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logger.warning("confirmed_data JSON 解析失败: case_id=%s", case_upload_id)
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customer_data = {}
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if mode == "template":
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template_id = data.get("templateId")
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template = PosterCopyTemplate.query.filter_by(
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id=template_id, status=1, deleted_at=None
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).first()
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if not template:
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return {"code": 1002, "message": "文案模板不存在", "data": None}
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from insurance.poster.copy_generator import CopyGenerator
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generator = CopyGenerator()
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result = generator.generate_template_copy(template.content, product_rules, customer_data)
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return {"code": 0, "data": {"copy": result, "mode": "template"}}
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else:
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style = data.get("style", "专业")
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import asyncio
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from insurance.poster.copy_generator import CopyGenerator
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generator = CopyGenerator()
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result = _run_async(generator.generate_ai_copy(product_rules, customer_data, style))
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return {"code": 0, "data": {"copy": result, "mode": "ai"}}
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def generate_poster(self, user_id: str, data: dict) -> dict:
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"""生成海报图片（异步 — 排队后立即返回）。"""
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case_upload_id = data.get("caseUploadId")
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template_id = data.get("templateId")
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copy_content = data.get("copyContent", {})
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size = data.get("size", "1024x1792")
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reference_image = data.get("referenceImage")
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output_mode = data.get("outputMode", "single")
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force_regenerate = data.get("regenerate", False)
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# 提取参考图元数据（不含 base64 数据，仅保存文件名供展示）
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ref_images_meta = []
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if reference_image:
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ref_images_meta = [{"name": "参考图", "hasData": True}]
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template = PosterTemplate.query.filter_by(id=template_id, status=1).first()
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if not template:
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return {"code": 1002, "message": "海报模板不存在或已停用", "data": None}
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try:
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context = resolve_product_source(user_id, data)
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except ProductSourceError as exc:
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return {"code": exc.code, "message": exc.message, "data": None}
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_rules, _product_data, _company_data, brand_policy = _configured_context(context)
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source_snapshot = product_snapshot(context)
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# 校验 case 所有权（SEC-P0-03）
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if case_upload_id:
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case = PosterCaseUpload.query.get(case_upload_id)
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if not case or case.user_id != user_id:
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return {"code": 404, "message": "记录不存在", "data": None}
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if not case_matches_product(case, context):
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return {"code": 1002, "message": "计划书与所选产品不一致", "data": None}
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if case.confirmed_data is None:
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return {"code": 1002, "message": "请先确认解析数据", "data": None}
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# 幂等检查（TASK-P1-02）：相同参数的未完成任务直接返回
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if not force_regenerate and case_upload_id:
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existing = PosterRecord.query.filter(
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PosterRecord.user_id == user_id,
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PosterRecord.case_upload_id == case_upload_id,
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PosterRecord.template_id == template_id,
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PosterRecord.task_status.in_(["pending", "queued", "generating"]),
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).order_by(PosterRecord.created_at.desc()).first()
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if existing:
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return {"code": 0, "data": existing.to_dict()}
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# 创建记录（任务状态为 pending）
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ai_raw_content = data.get("aiRawContent")
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record = PosterRecord(
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user_id=user_id,
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product_id=context.get("productId"),
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product_source_type=context["sourceType"],
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product_source_id=context["sourceId"],
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product_snapshot_json=json.dumps(source_snapshot, ensure_ascii=False),
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case_upload_id=case_upload_id,
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template_id=template_id,
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copy_mode=data.get("copyMode", "ai"),
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copy_content=json.dumps(copy_content, ensure_ascii=False) if copy_content else None,
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ai_raw_content=json.dumps(ai_raw_content, ensure_ascii=False) if ai_raw_content else None,
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export_size=size,
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reference_image_used=reference_image,
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task_status="pending",
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task_progress=0,
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extra_data=json.dumps({
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"brandPolicy": brand_policy,
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"referenceImages": ref_images_meta,
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"outputMode": output_mode,
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}, ensure_ascii=False),
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)
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db.session.add(record)
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db.session.commit()
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# 启动后台生成任务（Celery）
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from insurance.generation import task_service
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task_input = dict(data)
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task_input.pop("useMaskedData", None)
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task_input["brandPolicy"] = brand_policy
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task_input["productSource"] = {
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"type": context["sourceType"],
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"id": context["sourceId"],
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}
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task_result = task_service.create_task(
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user_id=user_id,
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artifact_type="poster",
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operation="generate",
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workspace_id=str(record.id),
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title=f"海报 #{record.id}",
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input_snapshot=task_input,
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input_revision=record.draft_revision or 1,
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idempotency_key=f"poster_gen_{record.id}",
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)
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if task_result.get("code") == 0:
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record.task_status = "queued"
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record.latest_task_id = task_result["data"]["id"]
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db.session.commit()
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else:
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record.task_status = "failed"
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record.task_error = task_result.get("message", "任务排队失败")
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db.session.commit()
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return {"code": 5001, "message": "任务排队失败，请重试", "data": None}
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return {"code": 0, "data": record.to_dict()}
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def list_records(self, user_id: str, params: dict) -> dict:
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"""海报生成记录列表。"""
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query = db.session.query(PosterRecord).filter(PosterRecord.user_id == user_id)
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query = query.order_by(PosterRecord.created_at.desc())
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page = max(1, params.get("page", 1))
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page_size = min(100, max(1, params.get("page_size", 20)))
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total = query.count()
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items = query.offset((page - 1) * page_size).limit(page_size).all()
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return {
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"code": 0,
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"data": {
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"total": total,
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"items": [r.to_dict() for r in items],
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},
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}
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def get_record(self, record_id: int, user_id: str) -> dict:
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"""记录详情（含任务状态，用于轮询）。"""
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record = PosterRecord.query.get(record_id)
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if not record or record.user_id != user_id:
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return {"code": 1002, "message": "记录不存在", "data": None}
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return {"code": 0, "data": record.to_dict()}
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