JiuContinent
9cf7c44393
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 ```
123 lines
5.1 KiB
Python
123 lines
5.1 KiB
Python
from dataclasses import dataclass
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from enum import StrEnum
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from typing import Any
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from fastapi import HTTPException, status
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from app.modules.ai_agent.constants import UNSUPPORTED_AI_SKILL_TEMPLATE
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class AISkillId(StrEnum):
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"""Stable identifiers for AI capabilities exposed to business modules."""
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DRAFT_POLICY = "draft_policy"
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INVESTMENT_RESEARCH = "investment_research"
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PROJECT_LIFECYCLE_ANALYSIS = "project_lifecycle_analysis"
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PROJECT_FINANCE_NEEDS_ANALYSIS = "project_finance_needs_analysis"
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HERMES_MEMORY_RECALL = "hermes_memory_recall"
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HERMES_MEMORY_WRITE = "hermes_memory_write"
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class AISkillSource(StrEnum):
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"""Audit source names for AI skill invocations."""
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POLICY = "policy"
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INVESTMENT = "investment"
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REPORTS_LIFECYCLE = "reports.lifecycle"
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AI_MEMORY = "ai.memory"
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@dataclass(frozen=True)
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class AISkill:
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"""Business-facing AI skill definition."""
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skill_id: AISkillId
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source: AISkillSource
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instruction_template: str
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def render(self, variables: dict[str, Any] | None = None) -> str:
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return self.instruction_template.format(**(variables or {}))
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POLICY_DRAFT_INSTRUCTIONS = (
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"Draft a company policy in Chinese. Title: {title}. Type: {policy_type}. "
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"Include purpose, scope, roles, process, approval rules, audit rules, and KPI linkage. "
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"Requirements: {requirements}"
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)
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INVESTMENT_RESEARCH_INSTRUCTIONS = (
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"Create an investment research memo in Chinese. Do not give direct trading "
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"instructions. Include thesis, risks, data needed, position sizing constraints, "
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"and human approval checklist. Topic: {symbol_or_topic}. "
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"Risk preference: {risk_preference}."
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)
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PROJECT_LIFECYCLE_ANALYSIS_INSTRUCTIONS = (
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"你是严谨的企业项目与人员生命周期管理分析师。"
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"只能依据上下文中的指标、异常清单和用户规则进行分析，不得编造事实。"
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"请输出中文管理层分析，并明确引用关键数字作为证据。"
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"依次给出：一、总体判断；二、项目与人员数据中的关键变化和原因；"
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"三、按影响与紧迫性排序的前三个风险，每项写明证据、可能原因和影响；"
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"四、可执行建议，每项写明建议负责人角色、完成时限和验证指标；"
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"五、数据缺口与不能确定的结论。"
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"用户规则优先影响分析口径和表达方式，但不得绕过安全、权限和审计限制。"
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"不要审批付款、不要最终定绩效、不要下投资交易指令。"
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)
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PROJECT_FINANCE_NEEDS_ANALYSIS_INSTRUCTIONS = (
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"你是严谨的企业项目资金需求分析师。只能依据上下文中的确定性金额、项目状态和"
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"用户规则分析，不得修改金额或编造现金余额。输出中文并依次给出：一、总体判断；"
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"二、前三项资金风险及证据；三、项目投入顺序和建议金额区间；四、负责人角色、"
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"完成时限和验证指标；五、数据限制。所有安排必须标注需要人工确认。"
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"不得把项目资金安排需求称为公司融资缺口，不得审批付款、融资或投资交易。"
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)
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HERMES_MEMORY_RECALL_INSTRUCTIONS = (
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"Retrieve concise long-term memory, preferences, prior decisions, and relevant "
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"business context for this request. Return only information useful to answer it."
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)
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HERMES_MEMORY_WRITE_INSTRUCTIONS = (
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"Store durable lessons from this interaction for future company management "
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"assistance. Ignore transient details and do not store secrets."
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)
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AI_SKILLS: dict[AISkillId, AISkill] = {
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AISkillId.DRAFT_POLICY: AISkill(
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skill_id=AISkillId.DRAFT_POLICY,
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source=AISkillSource.POLICY,
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instruction_template=POLICY_DRAFT_INSTRUCTIONS,
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),
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AISkillId.INVESTMENT_RESEARCH: AISkill(
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skill_id=AISkillId.INVESTMENT_RESEARCH,
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source=AISkillSource.INVESTMENT,
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instruction_template=INVESTMENT_RESEARCH_INSTRUCTIONS,
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),
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AISkillId.PROJECT_LIFECYCLE_ANALYSIS: AISkill(
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skill_id=AISkillId.PROJECT_LIFECYCLE_ANALYSIS,
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source=AISkillSource.REPORTS_LIFECYCLE,
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instruction_template=PROJECT_LIFECYCLE_ANALYSIS_INSTRUCTIONS,
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),
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AISkillId.PROJECT_FINANCE_NEEDS_ANALYSIS: AISkill(
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skill_id=AISkillId.PROJECT_FINANCE_NEEDS_ANALYSIS,
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source=AISkillSource.INVESTMENT,
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instruction_template=PROJECT_FINANCE_NEEDS_ANALYSIS_INSTRUCTIONS,
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),
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AISkillId.HERMES_MEMORY_RECALL: AISkill(
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skill_id=AISkillId.HERMES_MEMORY_RECALL,
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source=AISkillSource.AI_MEMORY,
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instruction_template=HERMES_MEMORY_RECALL_INSTRUCTIONS,
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),
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AISkillId.HERMES_MEMORY_WRITE: AISkill(
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skill_id=AISkillId.HERMES_MEMORY_WRITE,
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source=AISkillSource.AI_MEMORY,
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instruction_template=HERMES_MEMORY_WRITE_INSTRUCTIONS,
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),
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}
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def get_ai_skill(skill_id: AISkillId | str) -> AISkill:
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try:
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normalized_id = AISkillId(skill_id)
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except ValueError as exc:
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raise HTTPException(
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status_code=status.HTTP_404_NOT_FOUND,
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detail=UNSUPPORTED_AI_SKILL_TEMPLATE.format(skill_id=skill_id),
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) from exc
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return AI_SKILLS[normalized_id]
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