qiaoqichaoandClaude Code
4df80c0053
- 补 8 个标准字段（还款来源/涉诉/增信/保证金/保险/客户名称），对齐原生方法文档声明的 inputs - 字段守卫改为比对标准字段表，不再把"标准字段但本次无数据"误判为未知字段 - 向模型下发 standard_fields 并在提示词约束字段名，避免自造派生指标 - 补 insurance./deposit. 维度前缀；方案预算 12→18、120s→180s，版本升 1.1.0 实测（临时库 + DeepSeek）：模型类技能由 failed 转为 partial（部分 unknown 属如实标注）， 降级记录为空，工具调用 11 次。字段表三处为代码层改动，对既有库即时生效。 验证：scripts/verify.py 11/11 PASS，531 项单测。 Co-Authored-By: Claude Code <noreply@anthropic.com>
279 lines
16 KiB
Python
279 lines
16 KiB
Python
"""Bounded attachment parsing and field provenance; no macros/formula execution."""
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import base64
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import csv
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import io
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import json
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import re
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import zipfile
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from hashlib import sha256
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from pathlib import Path
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from xml.etree import ElementTree as ET
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from services.assistant_store import uid, now
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from services.skill_executor import number
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FIELDS = {
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"facility_amount": "facility.amount", "lease_asset_value": "lease.total_value",
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"operating_cashflow": "financial.operating_cashflow", "financial_liabilities": "financial.total_liabilities",
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"due_diligence_liabilities": "due_diligence.liabilities", "duplicate_asset_count": "lease.duplicate_count",
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"collection_dependency": "collection.dependency", "collection_evidence": "collection.evidence",
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"financial_assets": "financial.total_assets", "credit_overdue_count": "credit.overdue_count",
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"credit_report_date": "credit.report_date",
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"facility_term": "facility.term",
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# 补齐原生方法文档声明、而 S1 字段表原本缺失的字段族：还款来源、涉诉、增信、保证金、保险、客户名称。
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# 依据：skills/*/SKILL.md 的 inputs 声明，以及 REVIEW_TOPICS 已预设的 customer./repayment./legal./guarantee. 前缀。
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"customer_name": "customer.name",
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"repayment_source_type": "repayment.source_type", "repayment_annual_amount": "repayment.annual_amount",
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"legal_case_count": "legal.case_count", "legal_amount": "legal.amount",
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"guarantee_amount": "guarantee.amount", "deposit_amount": "deposit.amount",
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"insurance_amount": "insurance.amount",
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}
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NUMERIC = set(FIELDS.values()) - {"collection.dependency", "collection.evidence", "credit.report_date",
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"customer.name", "repayment.source_type"}
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LIMIT = 10 * 1024 * 1024
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def scalar(field, value):
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if value is None or value in ("", "null", "缺失"):
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return None
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if field in NUMERIC:
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result = number(value)
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if field in ("lease.duplicate_count", "credit.overdue_count", "legal.case_count") and (result < 0 or result != result.to_integral_value()):
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raise ValueError("数量必须为非负整数")
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if field in ("facility.amount", "lease.total_value") and result <= 0:
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raise ValueError("融资金额和租赁物价值必须为正数")
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return str(result)
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if field == "collection.dependency":
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if value not in (True, False, "true", "false", "是", "否"):
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raise ValueError("回款依赖须为布尔值")
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return value in (True, "true", "是")
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return str(value)[:4000]
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def safe_zip(content):
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archive = zipfile.ZipFile(io.BytesIO(content))
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if len(archive.infolist()) > 2000 or sum(i.file_size for i in archive.infolist()) > 40 * LIMIT:
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archive.close()
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raise ValueError("压缩包解压尺寸超过限制")
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return archive
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def parse(content, filename):
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if not content or len(content) > LIMIT:
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raise ValueError("材料为空或超过 10 MB")
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suffix = Path(filename).suffix.lower()
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chunks, warnings = [], []
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stem = Path(filename).stem
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def add(locator, text, **extra):
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if len(chunks) >= 15000:
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raise ValueError("材料内容超过首版处理上限")
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chunks.append({"locator": locator, "text": str(text)[:16000], **extra})
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# 类型化定位：与自由字符串 locator 并存（claude_use/T00/04 §5.3）。
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# **保留 locator** —— enqueue() 用它算证据 ID 的稳定哈希，改它会破坏版本冻结。
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# document_id / document_version 由 material() 补齐后按契约校验。
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def pdf(page):
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return {"kind": "pdf", "page": page, "excerpt": f"第{page}页"}
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def sheet_loc(sheet, cell_range):
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return {"kind": "table", "sheet": sheet, "cell_range": cell_range,
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"excerpt": f"{sheet}!{cell_range}" if sheet else cell_range}
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def manual(note):
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return {"kind": "manual", "note": note, "excerpt": note}
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if suffix in (".txt", ".csv"):
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text = content.decode("utf-8-sig", errors="strict")
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if suffix == ".txt":
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for index, line in enumerate(text.splitlines(), 1):
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add(f"第{index}行", line, source_locator=sheet_loc(stem, f"第{index}行"))
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else:
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for index, row in enumerate(csv.reader(io.StringIO(text)), 1):
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add(f"第{index}行", " | ".join(row), cells=row, source_locator=sheet_loc(stem, f"第{index}行"))
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elif suffix == ".docx":
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with safe_zip(content) as archive:
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root = ET.fromstring(archive.read("word/document.xml"))
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ns = {"w": "http://schemas.openxmlformats.org/wordprocessingml/2006/main"}
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para, table = 0, 0
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for element in root.find("w:body", ns):
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if element.tag.endswith("}p"):
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para += 1
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# 正文段落不是行列可寻址的表格，归 manual（设计的三值枚举里没有第四种）
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add(f"正文第{para}段", "".join(t.text or "" for t in element.findall(".//w:t", ns)),
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source_locator=manual(f"正文第{para}段"))
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elif element.tag.endswith("}tbl"):
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table += 1
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for r, row in enumerate(element.findall("w:tr", ns), 1):
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cells = ["".join(t.text or "" for t in cell.findall(".//w:t", ns)) for cell in row.findall("w:tc", ns)]
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add(f"表{table}第{r}行", " | ".join(cells), cells=cells,
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source_locator=sheet_loc(f"表{table}", f"第{r}行"))
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elif suffix == ".xlsx":
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ns = {"x": "http://schemas.openxmlformats.org/spreadsheetml/2006/main"}
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with safe_zip(content) as archive:
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strings = []
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if "xl/sharedStrings.xml" in archive.namelist():
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strings = ["".join(t.text or "" for t in s.findall(".//x:t", ns)) for s in ET.fromstring(archive.read("xl/sharedStrings.xml"))]
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rels = {r.get("Id"): r.get("Target") for r in ET.fromstring(archive.read("xl/_rels/workbook.xml.rels"))}
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book = ET.fromstring(archive.read("xl/workbook.xml"))
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for sheet in book.findall("x:sheets/x:sheet", ns):
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sheet_name = sheet.get("name")
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target = rels.get(sheet.get("{http://schemas.openxmlformats.org/officeDocument/2006/relationships}id"), "")
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path = target.lstrip("/") if target.startswith("/") else "xl/" + target
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if ".." in path or path not in archive.namelist():
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raise ValueError("工作表引用无效")
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for row in ET.fromstring(archive.read(path)).findall("x:sheetData/x:row", ns):
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cells = []
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for cell in row.findall("x:c", ns):
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raw = cell.findtext("x:v", default="", namespaces=ns)
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kind = cell.get("t")
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text = strings[int(raw)] if kind == "s" and raw else ("".join(t.text or "" for t in cell.findall(".//x:t", ns)) if kind == "inlineStr" else raw)
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formula = cell.findtext("x:f", namespaces=ns)
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if formula is not None and raw == "":
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warnings.append(sheet_name + "!" + cell.get("r") + "公式无缓存，未计算")
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add(sheet_name + "!" + cell.get("r"), text, formula=formula,
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cached_value=raw if formula is not None else None,
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source_locator=sheet_loc(sheet_name, cell.get("r")))
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cells.append(text)
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if cells:
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add(sheet_name + "!第" + row.get("r") + "行", " | ".join(cells), cells=cells,
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source_locator=sheet_loc(sheet_name, f"第{row.get('r')}行"))
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elif suffix in (".pdf", ".png", ".jpg", ".jpeg"):
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from api.collateral_agent import extract_pages
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for page in extract_pages(content, filename):
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add("第" + str(page["number"]) + "页", page.get("text", ""), method=page.get("method"),
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status=page.get("status"), source_locator=pdf(page["number"]))
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if not page.get("text", "").strip():
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warnings.append("第" + str(page["number"]) + "页未提取到文字，请启用 OCR 或补充可读材料")
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else:
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raise ValueError("支持 TXT、CSV、DOCX、XLSX、PDF、PNG、JPG；不执行宏或外链")
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if sum(len(c["text"]) for c in chunks) > 300000:
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raise ValueError("材料文字超过 30 万字，请拆分")
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return chunks, warnings
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def material(project_id, filename, content, actor, version=1):
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filename = Path(filename.replace("\\", "/")).name[:180]
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try:
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chunks, warnings = parse(content, filename)
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except (OSError, zipfile.BadZipFile, ET.ParseError, UnicodeError, csv.Error, IndexError, TypeError) as exc:
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raise ValueError("材料内容损坏、编码不支持或格式不匹配，请检查原文件") from exc
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document_id = uid("doc")
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# 补齐并**按契约校验**类型化定位：document_id/document_version 只有到这一步才知道，
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# 而 SourceLocator 要求二者必填。校验失败即视为解析产物不合规（不能落到库里当"定位"）。
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from pydantic import ValidationError
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from contracts.prescreen import SourceLocator
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for index, chunk in enumerate(chunks):
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locator = chunk.get("source_locator")
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if locator is None:
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raise ValueError(f"解析产物缺少类型化定位（第 {index + 1} 段）")
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try:
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chunk["source_locator"] = SourceLocator(
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**locator, document_id=document_id, document_version=version
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).model_dump(mode="json")
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except ValidationError as exc:
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first = exc.errors()[0]
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raise ValueError(f"定位不合法（{first['loc'][-1] if first['loc'] else '未知'}）：{first['msg']}") from exc
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body = {"id": document_id, "project_id": project_id, "name": filename, "version": version,
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"content_hash": sha256(content).hexdigest(), "created_at": now(), "actor_id": actor,
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"size": len(content), "chunks": chunks, "warnings": warnings,
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"status": "partial" if warnings else "parsed", "raw_base64": base64.b64encode(content).decode(), "candidates": []}
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for chunk in body["chunks"]:
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chunk["evidence_id"] = uid("evdoc")
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asset_rows = [c for c in chunks if c.get("cells")]
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if asset_rows and asset_rows[0]["cells"][:2] == ["asset_id", "value"]:
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assets, duplicates, conflicting = {}, 0, False
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for row in asset_rows[1:]:
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cells = row["cells"]
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if len(cells) < 2 or not cells[0].strip():
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body["warnings"].append(row["locator"] + "缺少设备编号或价值")
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continue
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value = number(cells[1])
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if value <= 0:
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raise ValueError("设备价值必须大于零")
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if cells[0] in assets:
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duplicates += 1
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if assets[cells[0]] != value:
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conflicting = True
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else:
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assets[cells[0]] = value
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metadata = {"document_id": body["id"], "source": filename, "locator": "设备清单去重计算；" + "、".join(c["locator"] for c in asset_rows[1:]),
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"currency": "CNY", "unit": "万元", "period": "2025", "scope": "合并", "formula_version": "unique-asset-id-sum@1.0.0"}
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# Only the explicit demo schema below establishes these dimensions. Other asset files require confirmation.
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if asset_rows[0]["cells"][2:] != ["currency=CNY", "unit=万元", "period=2025", "scope=合并"]:
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metadata.update(currency=None, unit=None, period=None, scope=None)
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body["warnings"].append("设备清单未声明币种、单位、期间或口径；人工确认前不得计算覆盖率")
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body["candidates"].extend([{**metadata, "id": uid("candidate"), "field": "lease.duplicate_count", "value": str(duplicates), "unit": "count"},
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{**metadata, "id": uid("candidate"), "field": "lease.total_value", "value": None if conflicting or not assets else str(sum(assets.values()))}])
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if conflicting:
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body["warnings"].append("同一设备编号价值不一致，未计算总价值")
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if body["warnings"]:
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body["status"] = "partial"
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for chunk in chunks:
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cells = chunk.get("cells") or re.split(r"[:：=]", chunk["text"], maxsplit=1)
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if len(cells) < 2:
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continue
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field = FIELDS.get(cells[0].strip(), cells[0].strip())
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if field not in FIELDS.values():
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continue
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try:
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value = scalar(field, cells[1].strip())
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body["candidates"].append({"id": uid("candidate"), "field": field, "value": value,
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"document_id": body["id"], "locator": chunk["locator"], "source": filename,
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"currency": cells[2] if len(cells) > 2 else None, "unit": cells[3] if len(cells) > 3 else None,
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"period": cells[4] if len(cells) > 4 else None, "scope": cells[5] if len(cells) > 5 else None})
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except ValueError as exc:
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body["warnings"].append(chunk["locator"] + ": " + str(exc))
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body["status"] = "partial"
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return body
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def demo_material(project):
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stream = io.StringIO(newline="")
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writer = csv.writer(stream)
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writer.writerow(["field", "value", "currency", "unit", "period", "scope"])
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for field, value in project["facts"].items():
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name = FIELDS.get(field, field)
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if name not in FIELDS.values():
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continue
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writer.writerow([name, "null" if value is None else (json.dumps(value) if isinstance(value, bool) else value),
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"CNY" if name in NUMERIC else "", "count" if name.endswith("count") else ("万元" if name in NUMERIC else ""), "2025", "合并"])
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return material(project["id"], project["id"] + "演示源数据.csv", stream.getvalue().encode("utf-8-sig"), "demo-fixture")
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def demo_assets(project):
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"""Real parseable list; duplicate values are excluded from the amount numerator."""
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amount = number(project["facts"]["lease_asset_value"])
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count = int(number(project["facts"].get("duplicate_asset_count", 0)))
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stream = io.StringIO(newline="")
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writer = csv.writer(stream)
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writer.writerow(["asset_id", "value", "currency=CNY", "unit=万元", "period=2025", "scope=合并"])
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writer.writerow(["ASSET-001", str(amount)])
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for _ in range(count):
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writer.writerow(["ASSET-001", str(amount)])
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return material(project["id"], project["id"] + "设备清单.csv", stream.getvalue().encode("utf-8-sig"), "demo-fixture")
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def apply_candidate(project, candidate, actor, reason, adopt=True):
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"""记录一个材料候选为证据。
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adopt=True（默认，既有行为不变）：证据入 sources，并把值写进
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values / selected_sources / facts。
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adopt=False（新增，供 S1 事实确认使用）：**只**把证据记入 sources，不改
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values / selected_sources / facts。用于"候选与已确认值冲突、待人工裁定"
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的情形——证据已按 BR-22 留痕，但值不得被覆盖（BR-23）。
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"""
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value = scalar(candidate["field"], candidate.get("value"))
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evidence = dict(candidate, id=uid("ev"), project_id=project["id"], value=value, actor_id=actor, reason=reason, accepted_at=now())
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money_fields = NUMERIC - {"lease.duplicate_count", "credit.overdue_count", "facility.term"}
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if candidate["field"] in money_fields and value is not None and candidate.get("unit"):
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from api.risk_agent_alignment import SCALE
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if candidate["unit"] not in SCALE:
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raise ValueError("不支持的金额单位，请确认元、万元或亿元")
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evidence.update(raw_value=value, raw_unit=candidate["unit"], unit="万元")
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value = str(number(value) * SCALE[candidate["unit"]])
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evidence["value"] = value
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project.setdefault("sources", {}).setdefault(candidate["field"], []).append(evidence)
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if not adopt:
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return evidence
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project.setdefault("values", {})[candidate["field"]] = value
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project.setdefault("selected_sources", {})[candidate["field"]] = evidence["id"]
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old = next((k for k, v in FIELDS.items() if v == candidate["field"]), candidate["field"])
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project.setdefault("facts", {})[old] = value
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return evidence
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