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610 lines
22 KiB
Python
610 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(使用持久化存储)
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from insurance.config import get_storage_root
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upload_dir = os.path.join(get_storage_root(), "uploads", "ppt", user_id)
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os.makedirs(upload_dir, exist_ok=True)
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file_records = []
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validation_errors = []
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from insurance.utils.security import validate_pdf_upload
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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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# 文件安全校验(SEC-P1-01)
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is_valid, err_msg = validate_pdf_upload(f)
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if not is_valid:
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validation_errors.append(f"{f.filename}: {err_msg}")
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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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if validation_errors:
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return error(ErrorCode.FILE_FORMAT_ERROR, "; ".join(validation_errors))
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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(异步任务)。"""
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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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files = json.loads(session.files_json) if session.files_json else []
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if not files:
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return error(ErrorCode.PARAM_ERROR, "没有可解析的 PDF 文件")
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if session.status == "parsing":
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return success(_build_parse_status(session), "解析任务正在进行")
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# 创建异步任务
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from insurance.generation import task_service
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session.status = "parsing"
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session.parse_progress = 0
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session.parse_message = "解析任务已提交"
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session.parse_error = None
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session.extractions_json = json.dumps([], ensure_ascii=False)
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_save_session(session)
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result = task_service.create_task(
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user_id=user_id,
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artifact_type="ppt",
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operation="parse",
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workspace_id=session_id,
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title=session.title or f"PPT {session_id[:8]}",
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input_snapshot={"files": files},
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idempotency_key=f"ppt_parse_{session_id}",
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)
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if result.get("code") == 0:
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session.latest_task_id = result["data"]["id"]
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_save_session(session)
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message = "解析任务已启动"
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else:
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message = result.get("message", "解析任务提交失败")
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return success({
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"sessionId": session_id,
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"status": session.status,
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"progress": session.parse_progress or 0,
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"message": message,
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"taskId": result.get("data", {}).get("id") if result.get("code") == 0 else None,
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})
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@ppt_bp.route("/parse/<session_id>/status", methods=["GET"])
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@jwt_required
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def parse_status(session_id):
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"""获取 AI 解析进度。"""
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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(_build_parse_status(session))
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def _build_parse_status(session):
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extractions = json.loads(session.extractions_json) if session.extractions_json else []
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return {
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"sessionId": session.id,
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"status": session.status,
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"progress": session.parse_progress or 0,
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"message": session.parse_message or "",
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"error": session.parse_error,
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"extractions": [{
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"pdfName": e.get("pdfName", ""),
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"planType": e.get("planType", ""),
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"status": e.get("status", ""),
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"productName": e.get("productName", ""),
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"yearCount": e.get("yearCount", 0),
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"error": e.get("error"),
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} for e in extractions],
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}
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def _reassess_extraction(ext: dict):
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from insurance.ppt.extraction import assess_extraction_payload, infer_plan_type
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data = ext.get("data")
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if not data:
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return
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plan_type = infer_plan_type(data)
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status, extraction_error = assess_extraction_payload(data, plan_type)
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data["product_type"] = plan_type
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ext["planType"] = plan_type
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ext["status"] = status
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ext["productName"] = (data.get("product_name") or "").strip() or "unknown"
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ext["error"] = extraction_error or None
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rows = data.get("benefit_illustration") or data.get("benefitRows") or []
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ext["yearCount"] = len(rows) if isinstance(rows, list) else 0
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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(异步任务)。
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创建任务后立即返回 202,前端通过任务接口轮询状态。
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"""
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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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use_masked_data = bool(data.get("useMaskedData"))
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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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# 快速校验:确保有可生成的数据
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has_valid = any(
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e.get("status") in ("success", "partial") and e.get("data")
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for e in extractions
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)
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if not has_valid:
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return error(ErrorCode.PARAM_ERROR, "无有效提取数据")
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# 更新会话草稿选项
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import uuid
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session.draft_options_json = json.dumps({
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"theme": theme, "companyId": company_id, "useMaskedData": use_masked_data,
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}, ensure_ascii=False)
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session.draft_revision = (session.draft_revision or 1) + 1
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_save_session(session)
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# 创建异步任务
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from insurance.generation import task_service
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result = task_service.create_task(
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user_id=user_id,
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artifact_type="ppt",
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operation="generate",
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workspace_id=session_id,
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title=session.title or f"PPT {session_id[:8]}",
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input_snapshot={
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"theme": theme,
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"companyId": company_id,
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"useMaskedData": use_masked_data,
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},
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idempotency_key=f"ppt_gen_{session_id}_{session.draft_revision}",
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)
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if result.get("code") != 0:
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return error(ErrorCode.PARAM_ERROR, result.get("message", "创建任务失败"))
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task_data = result["data"]
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session.latest_task_id = task_data["id"]
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_save_session(session)
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from flask import jsonify, make_response
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resp = make_response(jsonify({
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"code": 0,
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"data": {
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"taskId": task_data["id"],
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"status": "queued",
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"sessionId": session_id,
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"pollUrl": f"/insurance/workspace/tasks/{task_data['id']}",
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},
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}))
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resp.status_code = 202
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return resp
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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", "partial") or not ext.get("data"):
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continue
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data = ext["data"]
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plan_type = (ext.get("planType") or data.get("product_type") or "savings").lower()
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pdf_path = ext.get("pdfPath")
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try:
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if plan_type == "ci":
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normalized = normalize_ci_plan(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(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(data, pdf_path)
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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"]
|
||
_reassess_extraction(existing_map[pdf_name])
|
||
|
||
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)
|