```

feat: 添加生命周期报告和AI规则管理功能 - 在Dockerfile中添加pillow依赖包用于图像处理 - 实现生命周期报告调度任务，支持日报和周报两种类型 - 新增TASK_RUN_LIFECYCLE任务常量和相关配置选项 - 扩展AI Agent服务以支持用户规则，并在分析时应用规则 - 添加AI用户规则创建、更新和查询接口 - 增加项目生命周期和财务需求分析技能 - 扩展现有模型以支持更完整的业务数据字段 - 实现飞书图片上传功能用于报告展示 ```
2026-07-12 17:44:49 +08:00
parent bf309ecdf7
commit 9cf7c44393
45 changed files with 5036 additions and 49 deletions
--- a/app/modules/feishu/commands.py
+++ b/app/modules/feishu/commands.py
@@ -2,6 +2,7 @@ import json
 import re
 from typing import Any

+from fastapi import HTTPException
 from sqlalchemy.orm import Session

 from app.core.constants import ActorValue
@@ -9,6 +10,8 @@ from app.core.config import get_settings
 from app.modules.ai_agent.service import AIService
 from app.modules.ai_agent.constants import AIResponseKey
 from app.modules.audit.constants import AuditSource
+from app.modules.ai_memory.constants import AIMemoryStatus
+from app.modules.ai_memory.service import AIMemoryService
 from app.modules.feishu.constants import (
    FEISHU_AI_REPLY_TITLE,
    FEISHU_MENTION_PATTERN,
@@ -20,6 +23,7 @@ from app.modules.feishu.constants import (
    FeishuReplyType,
 )
 from app.modules.reports.constants import ReportResponseKey
+from app.modules.reports.chart import lifecycle_chart_alt, render_lifecycle_chart
 from app.modules.feishu.service import FeishuService
 from app.modules.reports.services import ReportService
 from app.modules.risk.constants import RiskSummaryKey
@@ -32,6 +36,22 @@ RISK_KEYWORDS = ("风险", "预警", "risk")
 AI_COMMAND_PREFIXES = ("问 ", "ai ", "AI ", "/ask ")
 RISK_TITLE = "风险预警"
 DEFAULT_AI_PROMPT = "请说明你能做什么。"
+RULE_TITLE = "AI 学习规则"
+RULE_CREATE_PATTERN = re.compile(r"^学习规则(?:\s+(\d{1,3}))?\s*[：:]\s*(.*)$")
+RULE_DISABLE_PATTERN = re.compile(r"^停用规则\s+(MEM-[A-Za-z0-9-]+)$", re.IGNORECASE)
+RULE_ENABLE_PATTERN = re.compile(r"^启用规则\s+(MEM-[A-Za-z0-9-]+)$", re.IGNORECASE)
+RULE_LIST_COMMANDS = {"查看规则", "规则列表"}
+RULE_COMMAND_PREFIXES = ("学习规则", "查看规则", "规则列表", "停用规则", "启用规则")
+RULE_COMMAND_HELP = (
+    "规则指令格式：\n"
+    "学习规则：<规则内容>\n"
+    "学习规则 80：<规则内容>\n"
+    "查看规则\n"
+    "停用规则 <规则编号>\n"
+    "启用规则 <规则编号>"
+)
+PROJECT_FINANCE_PATTERN = re.compile(r"^项目资金\s+(.+)$")
+FINANCE_COMMANDS = {"资金需求", "未来30天资金需求"}


 def _parse_content_text(content: Any) -> str:
@@ -125,6 +145,24 @@ class FeishuCommandService:
        lowered = command_text.lower()
        provider_response: dict[str, Any] | None = None

+        rule_result = self._handle_rule_command(
+            command_text,
+            chat_id=chat_id,
+            actor=actor,
+            auto_reply=auto_reply,
+        )
+        if rule_result is not None:
+            return rule_result
+
+        finance_result = self._handle_finance_command(
+            command_text,
+            chat_id=chat_id,
+            actor=actor,
+            auto_reply=auto_reply,
+        )
+        if finance_result is not None:
+            return finance_result
+
        if any(keyword in command_text for keyword in DAILY_REPORT_KEYWORDS):
            report = ReportService(self.db).daily_brief()
            if auto_reply:
@@ -235,6 +273,233 @@ class FeishuCommandService:
            provider_response,
        )

+    def _handle_finance_command(
+        self,
+        command_text: str,
+        chat_id: str | None,
+        actor: str,
+        auto_reply: bool,
+    ) -> dict[str, Any] | None:
+        project_match = PROJECT_FINANCE_PATTERN.fullmatch(command_text)
+        if command_text not in FINANCE_COMMANDS and project_match is None:
+            return None
+        command = (
+            FeishuCommandName.PROJECT_FINANCE
+            if project_match
+            else FeishuCommandName.FINANCE_NEEDS
+        )
+        if not get_settings().finance_needs_enabled:
+            content = "项目资金需求分析尚未启用，请先配置并启用财务只读同步。"
+            provider_response = (
+                self._send_text_if_configured(chat_id, content, actor) if auto_reply else None
+            )
+            return _command_result(
+                command,
+                FeishuReplyType.TEXT,
+                "项目资金需求分析",
+                content,
+                provider_response,
+            )
+
+        project_code = project_match.group(1).strip() if project_match else None
+        service = ReportService(self.db)
+        preview = service.project_finance_needs_report(
+            project_code=project_code,
+            include_ai=False,
+            actor=actor,
+        )
+        if project_code and not preview["items"]:
+            content = f"未找到项目“{project_code}”，请使用稳定项目编号或展示编号。"
+            provider_response = (
+                self._send_text_if_configured(chat_id, content, actor) if auto_reply else None
+            )
+            return _command_result(
+                command,
+                FeishuReplyType.TEXT,
+                "项目资金需求分析",
+                content,
+                provider_response,
+            )
+        if not preview["summary"]["data_available"]:
+            content = "项目财务数据未接入或无有效记录，暂不生成资金分析报告。"
+            provider_response = (
+                self._send_text_if_configured(chat_id, content, actor) if auto_reply else None
+            )
+            return _command_result(
+                command,
+                FeishuReplyType.TEXT,
+                "项目资金需求分析",
+                content,
+                provider_response,
+            )
+        report = service.project_finance_needs_report(
+            project_code=project_code,
+            include_ai=True,
+            actor=actor,
+        )
+        ai_analysis = report.get("ai_analysis") or {}
+        if not ai_analysis.get(AIResponseKey.OK):
+            content = "AI 当前不可用，本次项目资金分析报告未发送。请检查模型服务。"
+            provider_response = (
+                self._send_text_if_configured(chat_id, content, actor) if auto_reply else None
+            )
+            return _command_result(
+                command,
+                FeishuReplyType.TEXT,
+                "AI 暂不可用",
+                content,
+                provider_response,
+            )
+        provider_response = None
+        if auto_reply:
+            provider_response = self._send_finance_card_if_configured(chat_id, report, actor)
+        return _command_result(
+            command,
+            FeishuReplyType.CARD,
+            report[ReportResponseKey.TITLE],
+            report[ReportResponseKey.CONTENT],
+            provider_response,
+            report[ReportResponseKey.LINES],
+        )
+
+    def _send_finance_card_if_configured(
+        self,
+        chat_id: str | None,
+        report: dict[str, Any],
+        actor: str,
+    ) -> dict[str, Any] | None:
+        settings = get_settings()
+        if not (settings.feishu_app_id and settings.feishu_app_secret):
+            return None
+        chart_data = {
+            "period": report.get("as_of"),
+            "finance": report.get("finance_chart_data"),
+        }
+        image_result = self.feishu.upload_image(render_lifecycle_chart(chart_data), actor)
+        image_key = (image_result.get("data") or {}).get("image_key")
+        if not image_key:
+            raise ValueError("Feishu image upload did not return image_key")
+        card = FeishuService.build_basic_card(
+            report[ReportResponseKey.TITLE],
+            report[ReportResponseKey.LINES],
+            image_key=image_key,
+            image_alt=lifecycle_chart_alt(chart_data),
+        )
+        return self.feishu.send_card(card, receive_id=chat_id, actor=actor)
+
+    def _handle_rule_command(
+        self,
+        command_text: str,
+        chat_id: str | None,
+        actor: str,
+        auto_reply: bool,
+    ) -> dict[str, Any] | None:
+        if not command_text.startswith(RULE_COMMAND_PREFIXES):
+            return None
+
+        if command_text.startswith("停用规则"):
+            command = FeishuCommandName.RULE_DISABLE
+        elif command_text.startswith("启用规则"):
+            command = FeishuCommandName.RULE_ENABLE
+        elif command_text.startswith(("查看规则", "规则列表")):
+            command = FeishuCommandName.RULE_LIST
+        else:
+            command = FeishuCommandName.RULE_CREATE
+        content = RULE_COMMAND_HELP
+        try:
+            create_match = RULE_CREATE_PATTERN.fullmatch(command_text)
+            disable_match = RULE_DISABLE_PATTERN.fullmatch(command_text)
+            enable_match = RULE_ENABLE_PATTERN.fullmatch(command_text)
+            memory = AIMemoryService(self.db)
+
+            if create_match:
+                priority = int(create_match.group(1) or 50)
+                rule_content = create_match.group(2).strip()
+                if not rule_content:
+                    content = f"规则内容不能为空。\n\n{RULE_COMMAND_HELP}"
+                elif not 1 <= priority <= 100:
+                    content = "规则优先级必须在 1 到 100 之间。"
+                else:
+                    rule = memory.create_rule(
+                        content=rule_content,
+                        scope="global",
+                        subject="company",
+                        priority=priority,
+                        tags=["feishu"],
+                        actor=actor,
+                    )
+                    content = (
+                        "规则已学习。\n"
+                        f"编号：{rule['code']}\n"
+                        f"优先级：{rule['importance']}\n"
+                        f"范围：{rule['scope']} / {rule['subject']}\n"
+                        "状态：已启用"
+                    )
+            elif command_text in RULE_LIST_COMMANDS:
+                command = FeishuCommandName.RULE_LIST
+                rules = memory.list_rules(
+                    status_filter=AIMemoryStatus.ACTIVE,
+                    limit=20,
+                )
+                if not rules:
+                    content = "当前没有已启用的学习规则。"
+                else:
+                    lines = ["当前已启用的学习规则："]
+                    for rule in rules:
+                        rule_text = str(rule["content"])
+                        if len(rule_text) > 80:
+                            rule_text = f"{rule_text[:80]}…"
+                        lines.append(
+                            f"{rule['code']}｜优先级 {rule['importance']}｜"
+                            f"{rule['scope']}/{rule['subject']}\n{rule_text}"
+                        )
+                    content = "\n\n".join(lines)
+            elif disable_match or enable_match:
+                enabled = enable_match is not None
+                command = (
+                    FeishuCommandName.RULE_ENABLE
+                    if enabled
+                    else FeishuCommandName.RULE_DISABLE
+                )
+                match = enable_match or disable_match
+                rule = memory.update_rule(
+                    code=match.group(1),
+                    content=None,
+                    priority=None,
+                    tags=None,
+                    enabled=enabled,
+                    actor=actor,
+                )
+                state = "已启用" if enabled else "已停用"
+                content = (
+                    f"规则{state}。\n"
+                    f"编号：{rule['code']}\n"
+                    f"优先级：{rule['importance']}\n"
+                    f"范围：{rule['scope']} / {rule['subject']}\n"
+                    f"状态：{state}"
+                )
+        except HTTPException as exc:
+            detail = str(exc.detail)
+            if "secret-like" in detail:
+                content = "规则疑似包含密码、令牌或其他密钥信息，已拒绝学习。"
+            elif exc.status_code == 404:
+                content = "没有找到该规则，请先发送“查看规则”确认规则编号。"
+            elif "priority" in detail:
+                content = "规则优先级必须在 1 到 100 之间。"
+            else:
+                content = "规则未保存，请检查指令内容后重试。"
+
+        provider_response = None
+        if auto_reply:
+            provider_response = self._send_text_if_configured(chat_id, content, actor)
+        return _command_result(
+            command,
+            FeishuReplyType.TEXT,
+            RULE_TITLE,
+            content,
+            provider_response,
+        )
+
    def _send_card_if_configured(
        self,
        chat_id: str | None,