307 lines
12 KiB
Python
307 lines
12 KiB
Python
"""推荐服务：调用 BaoDan Workflow 生成推荐方案。"""
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import os
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import json
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import re
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import uuid
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import requests
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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.recommendation import RecommendationRecord
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class RecommendService:
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"""产品推荐业务逻辑。"""
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def generate(self, user_id: str, data: dict) -> dict:
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"""提交推荐方案生成任务。"""
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customer = data.get("customer", {})
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# 保存推荐记录
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record = RecommendationRecord(
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user_id=user_id,
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customer_name=customer.get("name", ""),
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customer_age=customer.get("age"),
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customer_gender=customer.get("gender", ""),
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health_status=customer.get("health_status", ""),
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occupation=customer.get("occupation", ""),
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annual_income=customer.get("annual_income", 0),
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monthly_budget=customer.get("monthly_budget", 0),
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insurance_types=json.dumps(data.get("insurance_types", []), ensure_ascii=False),
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coverage_amount=data.get("coverage_amount", 0),
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coverage_period=data.get("coverage_period", ""),
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existing_policies=json.dumps(data.get("existing_policies", []), ensure_ascii=False),
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status="processing",
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)
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db.session.add(record)
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try:
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db.session.commit()
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except Exception:
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db.session.rollback()
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raise
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# 调用 BaoDan Workflow API
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api_key = os.environ.get("BAODAN_WORKFLOW_API_KEY", "")
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# 统一使用 DIFY_BASE_URL 环境变量（与 app.py 保持一致）
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base_url = os.environ.get("DIFY_BASE_URL", os.environ.get("BAODAN_API_URL", "http://localhost:5001"))
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# Workflow 期望全部 string 类型输入，insurance_types 为逗号分隔字符串
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insurance_types = data.get("insurance_types", [])
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if isinstance(insurance_types, list):
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insurance_types_str = ",".join(insurance_types)
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else:
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insurance_types_str = str(insurance_types)
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try:
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resp = requests.post(
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f"{base_url}/v1/workflows/run",
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json={
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"inputs": {
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"age": str(customer.get("age", "")),
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"gender": customer.get("gender", ""),
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"occupation": customer.get("occupation", ""),
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"annual_income": str(customer.get("annual_income", 0)),
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"monthly_budget": str(customer.get("monthly_budget", 0)),
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"insurance_types": insurance_types_str,
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"coverage_amount": str(data.get("coverage_amount", 0)),
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"coverage_period": data.get("coverage_period", ""),
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},
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"response_mode": "blocking",
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"user": f"user_{user_id}",
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},
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headers={"Authorization": f"Bearer {api_key}", "Content-Type": "application/json"},
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timeout=120,
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)
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result = resp.json()
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if result.get("data", {}).get("status") == "succeeded":
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output = result["data"].get("outputs", {})
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# Workflow 输出 result（Markdown 字符串）
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recommendation_md = output.get("result", "") or output.get("recommendation", "")
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if recommendation_md:
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record.generated_plan = recommendation_md
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record.plan_variants = json.dumps(
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self._parse_markdown_to_plans(recommendation_md),
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ensure_ascii=False,
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)
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record.status = "done"
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else:
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record.status = "failed"
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record.error_message = "方案生成失败：无输出"
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else:
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record.status = "failed"
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error_msg = result.get("message", "Workflow 执行失败")
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record.error_message = error_msg
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except Exception as e:
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record.status = "failed"
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record.error_message = str(e)
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try:
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db.session.commit()
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except Exception:
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db.session.rollback()
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raise
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from insurance.utils.audit import log_operation
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log_operation(user_id, "generate", "proposal", str(record.id), {
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"customer_name": customer.get("name", ""),
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"insurance_types": data.get("insurance_types", []),
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})
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return {
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"code": 0,
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"data": {
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"task_id": str(record.id),
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"status": record.status,
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},
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}
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def get_status(self, task_id: str) -> dict:
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"""查询推荐任务状态。"""
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record = db.session.query(RecommendationRecord).filter_by(id=int(task_id)).first()
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if not record:
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return {"code": 1005, "message": "任务不存在", "data": None}
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data = {
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"task_id": str(record.id),
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"status": record.status,
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# 客户信息
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"customer_name": record.customer_name or "",
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"customer_age": record.customer_age,
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"customer_gender": record.customer_gender or "",
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"health_status": record.health_status or "",
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"occupation": record.occupation or "",
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"annual_income": record.annual_income,
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"monthly_budget": record.monthly_budget,
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"insurance_types": record.insurance_types or "[]",
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"coverage_amount": record.coverage_amount,
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"coverage_period": record.coverage_period or "",
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"created_at": str(record.created_at) if record.created_at else None,
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}
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if record.status == "done":
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# 返回 Markdown 原文 + 解析后的结构化方案
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plans = json.loads(record.plan_variants) if record.plan_variants else []
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data["proposal"] = {
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"id": str(record.id),
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"recommendation": record.generated_plan or "",
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"plans": plans,
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}
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elif record.status == "failed":
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data["error_message"] = record.error_message
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return {"code": 0, "data": data}
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@staticmethod
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def _parse_markdown_to_plans(md_text: str) -> list:
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"""解析 LLM 输出的 Markdown 为结构化方案列表。
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解析格式：
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### 基础方案（年保费约 XXXX 元）
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|产品名称|所属保险公司|险种|保额|年保费|推荐理由|
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...
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方案总结：...
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### 均衡方案（年保费约 XXXX 元）
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...
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"""
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plans = []
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# 按 ### 分割方案
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sections = re.split(r'(?=###\s)', md_text)
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for section in sections:
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section = section.strip()
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if not section.startswith('###'):
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continue
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# 提取方案名称和年保费
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title_match = re.match(r'###\s*(.+?)(?:（.*?）)?$', section, re.MULTILINE)
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plan_name = title_match.group(1).strip() if title_match else "未知方案"
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# 提取年保费
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premium_match = re.search(r'年保费约\s*([\d,]+)\s*元', section)
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total_premium = premium_match.group(1).replace(',', '') if premium_match else ""
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# 提取表格行
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items = []
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table_lines = re.findall(r'\|(.+)\|', section)
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for line in table_lines:
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cells = [c.strip() for c in line.split('|')]
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# 跳过表头和分隔行
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if len(cells) < 6 or cells[0] in ('产品名称', '---------', '---', ''):
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continue
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items.append({
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"product_name": cells[0],
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"company": cells[1],
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"insurance_type": cells[2],
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"coverage": cells[3],
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"premium": cells[4],
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"reason": cells[5],
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})
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# 提取方案总结
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summary_match = re.search(r'方案总结[：:]\s*(.+?)(?=###|\Z)', section, re.DOTALL)
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summary = summary_match.group(1).strip() if summary_match else ""
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plans.append({
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"name": plan_name,
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"total_premium": total_premium,
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"items": items,
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"summary": summary,
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})
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return plans
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def delete(self, proposal_id: str) -> dict:
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"""删除推荐方案。"""
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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 {"code": 1005, "message": "方案不存在", "data": None}
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db.session.delete(record)
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db.session.commit()
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return {"code": 0, "message": "删除成功", "data": None}
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def share(self, proposal_id: str, expire_hours: int) -> dict:
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"""生成分享链接。"""
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if expire_hours < 1 or expire_hours > 720:
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return {"code": 1001, "message": "有效期应在 1-720 小时之间", "data": None}
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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 {"code": 1005, "message": "方案不存在", "data": None}
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# 生成分享 Token
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share_token = str(uuid.uuid4())
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from insurance.db.compat import redis_client
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redis_client.setex(f"share:{share_token}", expire_hours * 3600, proposal_id)
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domain = current_app.config.get("DOMAIN", "localhost")
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return {
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"code": 0,
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"data": {
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"share_url": f"https://{domain}/shared/{proposal_id}?token={share_token}",
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"expire_at": "",
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},
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}
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def list_proposals(self, user_id: str, params: dict) -> dict:
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"""推荐历史列表（带数据权限）。"""
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from insurance.middleware.auth_middleware import get_data_scope
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scope = get_data_scope()
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query = db.session.query(RecommendationRecord)
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# 根据数据权限过滤
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if scope["scope"] == "self":
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# 销售：只看自己的
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query = query.filter(RecommendationRecord.user_id == user_id)
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elif scope["scope"] == "team":
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# 主管：看本部门的
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from insurance.models.wecom_user import WeComUserMapping
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query = query.filter(
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RecommendationRecord.user_id.in_(
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db.session.query(WeComUserMapping.id).filter(
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WeComUserMapping.department == scope["department"]
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)
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)
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)
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# admin/super_admin：看全部
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if params.get("customer_name"):
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query = query.filter(RecommendationRecord.customer_name.ilike(f"%{params['customer_name']}%"))
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if params.get("insurance_type"):
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query = query.filter(RecommendationRecord.insurance_types.ilike(f"%{params['insurance_type']}%"))
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total = query.count()
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items = (
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query.order_by(RecommendationRecord.created_at.desc())
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.offset((params["page"] - 1) * params["page_size"])
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.limit(params["page_size"])
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.all()
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)
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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": [
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{
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"id": str(r.id),
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"customer_name": r.customer_name or "",
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"customer_age": r.customer_age,
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"customer_gender": r.customer_gender or "",
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"occupation": r.occupation or "",
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"insurance_types": r.insurance_types or "[]",
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"coverage_amount": r.coverage_amount,
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"coverage_period": r.coverage_period or "",
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"monthly_budget": r.monthly_budget,
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"status": r.status,
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"created_at": str(r.created_at) if r.created_at else None,
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}
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for r in items
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],
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},
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}
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