sophhub 0.4.21 → 0.4.23

package/skills/insurance-customer-policy/src/scripts/insurance_customer_cli/db.py

@@ -0,0 +1,181 @@
+"""Shared SQLite schema for insurance skills."""
+from __future__ import annotations
+
+import os
+import sqlite3
+from pathlib import Path
+
+
+def default_db_path() -> Path:
+    base = Path.home() / ".config" / "insurance"
+    base.mkdir(parents=True, exist_ok=True)
+    return base / "insurance.sqlite3"
+
+
+def get_db_path() -> Path:
+    # 新统一变量优先，兼容旧变量。
+    for key in ("INSURANCE_DB_PATH", "INSURANCE_CUSTOMER_DB_PATH"):
+        p = os.environ.get(key)
+        if p:
+            path = Path(p)
+            path.parent.mkdir(parents=True, exist_ok=True)
+            return path
+    return default_db_path()
+
+
+def connect() -> sqlite3.Connection:
+    conn = sqlite3.connect(str(get_db_path()))
+    conn.row_factory = sqlite3.Row
+    conn.execute("PRAGMA foreign_keys=ON")
+    init_schema(conn)
+    return conn
+
+
+def init_schema(conn: sqlite3.Connection) -> None:
+    conn.executescript(
+        """
+        CREATE TABLE IF NOT EXISTS customers (
+            id TEXT PRIMARY KEY,
+            name TEXT NOT NULL,
+            phone TEXT,
+            age INTEGER,
+            gender TEXT,
+            income REAL,
+            household_json TEXT NOT NULL DEFAULT '{}',
+            occupation TEXT,
+            birthday TEXT,
+            tags_json TEXT NOT NULL DEFAULT '[]',
+            fields_json TEXT NOT NULL DEFAULT '{}',
+            status TEXT NOT NULL DEFAULT 'active',
+            created_at TEXT NOT NULL DEFAULT (datetime('now','localtime')),
+            updated_at TEXT NOT NULL DEFAULT (datetime('now','localtime'))
+        );
+        CREATE INDEX IF NOT EXISTS idx_customers_phone ON customers(phone);
+        CREATE INDEX IF NOT EXISTS idx_customers_birthday ON customers(birthday);
+
+        CREATE TABLE IF NOT EXISTS policies (
+            id TEXT PRIMARY KEY,
+            customer_id TEXT NOT NULL REFERENCES customers(id) ON DELETE RESTRICT,
+            company TEXT NOT NULL,
+            product_name TEXT NOT NULL,
+            product_type TEXT NOT NULL,
+            coverage REAL NOT NULL DEFAULT 0,
+            premium REAL NOT NULL DEFAULT 0,
+            pay_period TEXT,
+            effective_date TEXT NOT NULL,
+            expire_date TEXT,
+            next_pay_date TEXT,
+            insured_name TEXT,
+            beneficiary TEXT,
+            notes TEXT,
+            status TEXT NOT NULL DEFAULT 'active',
+            created_at TEXT NOT NULL DEFAULT (datetime('now','localtime')),
+            updated_at TEXT NOT NULL DEFAULT (datetime('now','localtime'))
+        );
+        CREATE INDEX IF NOT EXISTS idx_policies_customer ON policies(customer_id, status);
+        CREATE INDEX IF NOT EXISTS idx_policies_expire ON policies(expire_date, status);
+        CREATE INDEX IF NOT EXISTS idx_policies_next_pay ON policies(next_pay_date, status);
+        CREATE INDEX IF NOT EXISTS idx_policies_type ON policies(product_type, status);
+
+        CREATE TABLE IF NOT EXISTS followups (
+            id INTEGER PRIMARY KEY AUTOINCREMENT,
+            customer_id TEXT NOT NULL REFERENCES customers(id) ON DELETE CASCADE,
+            content TEXT NOT NULL,
+            next_step TEXT,
+            next_date TEXT,
+            channel TEXT,
+            created_at TEXT NOT NULL DEFAULT (datetime('now','localtime'))
+        );
+        CREATE INDEX IF NOT EXISTS idx_followups_customer ON followups(customer_id, created_at DESC);
+
+        CREATE TABLE IF NOT EXISTS customer_fields (
+            name TEXT PRIMARY KEY,
+            type TEXT NOT NULL DEFAULT 'text'
+        );
+
+        CREATE TABLE IF NOT EXISTS products (
+            id INTEGER PRIMARY KEY AUTOINCREMENT,
+            name TEXT NOT NULL UNIQUE,
+            company TEXT NOT NULL,
+            product_type TEXT NOT NULL,
+            coverage_min REAL,
+            coverage_max REAL,
+            premium_min REAL,
+            premium_max REAL,
+            age_min INTEGER,
+            age_max INTEGER,
+            waiting_period TEXT,
+            deductible TEXT,
+            renewal_terms TEXT,
+            highlights_json TEXT NOT NULL DEFAULT '[]',
+            target_audience TEXT,
+            file_path TEXT,
+            raw_text TEXT,
+            status TEXT NOT NULL DEFAULT 'active',
+            created_at TEXT NOT NULL DEFAULT (datetime('now','localtime')),
+            updated_at TEXT NOT NULL DEFAULT (datetime('now','localtime'))
+        );
+        CREATE INDEX IF NOT EXISTS idx_products_type ON products(product_type, status);
+        CREATE INDEX IF NOT EXISTS idx_products_company ON products(company, status);
+
+        CREATE TABLE IF NOT EXISTS product_analysis_cache (
+            product_id INTEGER PRIMARY KEY REFERENCES products(id) ON DELETE CASCADE,
+            key_terms_json TEXT,
+            selling_points_json TEXT,
+            fit_audience_json TEXT,
+            pitch_script TEXT,
+            analyzed_at TEXT NOT NULL DEFAULT (datetime('now','localtime'))
+        );
+
+        CREATE TABLE IF NOT EXISTS deals (
+            id TEXT PRIMARY KEY,
+            customer_id TEXT NOT NULL,
+            customer_name TEXT,
+            product_name TEXT,
+            product_type TEXT,
+            stage TEXT NOT NULL,
+            estimated_premium REAL NOT NULL DEFAULT 0,
+            actual_premium REAL,
+            expected_close_date TEXT,
+            closed_at TEXT,
+            lost_reason TEXT,
+            lost_note TEXT,
+            note TEXT,
+            created_at TEXT NOT NULL DEFAULT (datetime('now','localtime')),
+            updated_at TEXT NOT NULL DEFAULT (datetime('now','localtime'))
+        );
+        CREATE INDEX IF NOT EXISTS idx_deals_stage ON deals(stage, expected_close_date);
+        CREATE INDEX IF NOT EXISTS idx_deals_customer ON deals(customer_id);
+
+        CREATE TABLE IF NOT EXISTS deal_stage_log (
+            id INTEGER PRIMARY KEY AUTOINCREMENT,
+            deal_id TEXT NOT NULL REFERENCES deals(id) ON DELETE CASCADE,
+            from_stage TEXT,
+            to_stage TEXT NOT NULL,
+            note TEXT,
+            created_at TEXT NOT NULL DEFAULT (datetime('now','localtime'))
+        );
+        CREATE INDEX IF NOT EXISTS idx_stage_log_deal ON deal_stage_log(deal_id, created_at);
+
+        CREATE TABLE IF NOT EXISTS monthly_targets (
+            month TEXT PRIMARY KEY,
+            target_premium REAL NOT NULL,
+            note TEXT,
+            created_at TEXT NOT NULL DEFAULT (datetime('now','localtime')),
+            updated_at TEXT NOT NULL DEFAULT (datetime('now','localtime'))
+        );
+
+        CREATE TABLE IF NOT EXISTS sent_reminders (
+            id INTEGER PRIMARY KEY AUTOINCREMENT,
+            reminder_type TEXT NOT NULL,
+            target_id TEXT NOT NULL,
+            bucket TEXT NOT NULL,
+            sent_at TEXT NOT NULL DEFAULT (datetime('now','localtime')),
+            status TEXT NOT NULL DEFAULT 'sent',
+            note TEXT,
+            UNIQUE (reminder_type, target_id, bucket)
+        );
+        CREATE INDEX IF NOT EXISTS idx_sent_target ON sent_reminders(target_id, reminder_type);
+        """
+    )
+    conn.commit()

package/skills/insurance-customer-policy/src/scripts/insurance_customer_cli/insurance_paths.py

@@ -0,0 +1,184 @@
+"""保险 4-Skill 统一路径解析（对齐美容院 skill 设计思路）。
+
+参考 ``beauty-salon-member-appointment`` 的 ``orchestrator.py`` / ``product_service_cli``：
+
+- ``skills_root()``：默认由包内文件向上回溯；可通过 ``INSURANCE_SKILLS_ROOT`` / ``SKILLS_ROOT``
+  覆盖（云端挂载目录与仓库不一致时）。
+- 兄弟 skill：``<skills_root>/<skill>/src/src/<pkg>`` 与 ``/app/skills/...`` 多候选探测。
+- 显式覆盖：与各包相关的 ``INSURANCE_*_PKG``；与各 skill **入口脚本** 相关的
+  ``INSURANCE_*_CLI_SCRIPT``（对齐 ``INVENTORY_SCRIPT_PATH``：直接指向 ``cli.py``）。
+- 子进程：若找到 ``scripts/cli.py``，优先 ``python cli.py ...``（子进程无需 PYTHONPATH）；
+  否则回退 ``PYTHONPATH`` + ``python -m <module>``。
+"""
+from __future__ import annotations
+
+import os
+import subprocess
+import sys
+from pathlib import Path
+from typing import Any
+
+# ---------------------------------------------------------------------------
+# skills 根目录
+# ---------------------------------------------------------------------------
+
+ENV_SKILLS_ROOT = ("INSURANCE_SKILLS_ROOT", "SKILLS_ROOT")
+
+
+def resolve_skills_root(*, anchor_file: Path, parents_up_from_file: int) -> Path:
+    """由任意锚点文件回溯 ``parents_up_from_file`` 层得到 ``skills/``；支持环境变量覆盖。"""
+    for key in ENV_SKILLS_ROOT:
+        raw = os.environ.get(key)
+        if raw:
+            return Path(raw).expanduser().resolve()
+    p = anchor_file.resolve()
+    for _ in range(parents_up_from_file):
+        p = p.parent
+    return p
+
+
+def skills_root_from_orchestrator(orchestrator_py: Path) -> Path:
+    """``.../skills/<skill>/src/src/<pkg>/orchestrator.py`` → ``skills``（向上 5 层）。"""
+    return resolve_skills_root(anchor_file=orchestrator_py, parents_up_from_file=5)
+
+
+def skills_root_from_dashboard_script(dashboard_py: Path) -> Path:
+    """``.../skills/<skill>/src/scripts/dashboard_all.py`` → ``skills``（向上 4 层）。"""
+    return resolve_skills_root(anchor_file=dashboard_py, parents_up_from_file=4)
+
+
+def skills_root_from_wrapper(wrapper_py: Path) -> Path:
+    """``.../skills/<skill>/src/scripts/cli.py`` → ``skills``（向上 4 层）。"""
+    return resolve_skills_root(anchor_file=wrapper_py, parents_up_from_file=4)
+
+
+# ---------------------------------------------------------------------------
+# 各 skill 元数据（文件夹名、python 模块名、环境变量）
+# ---------------------------------------------------------------------------
+
+SKILL_META: dict[str, dict[str, str]] = {
+    "insurance-customer-policy": {
+        "module": "insurance_customer_cli",
+        "pkg_env": "INSURANCE_CUSTOMER_PKG",
+        "cli_env": "INSURANCE_CUSTOMER_CLI_SCRIPT",
+    },
+    "insurance-product-analysis": {
+        "module": "insurance_product_cli",
+        "pkg_env": "INSURANCE_PRODUCT_PKG",
+        "cli_env": "INSURANCE_PRODUCT_CLI_SCRIPT",
+    },
+    "insurance-schedule-renewal": {
+        "module": "insurance_schedule_cli",
+        "pkg_env": "INSURANCE_SCHEDULE_PKG",
+        "cli_env": "INSURANCE_SCHEDULE_CLI_SCRIPT",
+    },
+    "insurance-sales-pipeline": {
+        "module": "insurance_pipeline_cli",
+        "pkg_env": "INSURANCE_PIPELINE_PKG",
+        "cli_env": "INSURANCE_PIPELINE_CLI_SCRIPT",
+    },
+}
+
+
+def resolve_pkg_parent(skills_root: Path, skill_folder: str) -> Path:
+    """返回应加入 PYTHONPATH 的目录（含 ``<module>/__init__.py``）。"""
+    meta = SKILL_META[skill_folder]
+    pkg_name = meta["module"]
+    env_pkg = meta["pkg_env"]
+
+    if os.environ.get(env_pkg):
+        return Path(os.environ[env_pkg]).expanduser().resolve()
+
+    root = skills_root.resolve()
+    candidates = [
+        root / skill_folder / "src" / "src",
+        Path("/app/skills") / skill_folder / "src" / "src",
+        Path("/app/skills") / skill_folder / "src",
+        Path("/app/skills") / skill_folder,
+        root / skill_folder / "src",
+        root / skill_folder,
+    ]
+    for c in candidates:
+        try:
+            if (c / pkg_name / "__init__.py").is_file():
+                return c
+        except OSError:
+            continue
+    return candidates[0]
+
+
+def resolve_cli_wrapper(skills_root: Path, skill_folder: str) -> Path | None:
+    """解析 ``scripts/cli.py``；支持 ``INSURANCE_*_CLI_SCRIPT`` 显式路径。"""
+    meta = SKILL_META[skill_folder]
+    env_cli = meta["cli_env"]
+    if os.environ.get(env_cli):
+        p = Path(os.environ[env_cli]).expanduser().resolve()
+        return p if p.is_file() else None
+
+    root = skills_root.resolve()
+    candidates = [
+        root / skill_folder / "src" / "scripts" / "cli.py",
+        root / skill_folder / "scripts" / "cli.py",
+        Path("/app/skills") / skill_folder / "src" / "scripts" / "cli.py",
+        Path("/app/skills") / skill_folder / "scripts" / "cli.py",
+    ]
+    for c in candidates:
+        try:
+            if c.is_file():
+                return c
+        except OSError:
+            continue
+    return None
+
+
+def run_skill_argv_env(
+    skills_root: Path,
+    skill_folder: str,
+    argv: list[str],
+    *,
+    timeout: int = 120,
+) -> subprocess.CompletedProcess[str]:
+    """运行某一 insurance skill 子命令；优先 wrapper，其次 ``python -m``。"""
+    meta = SKILL_META[skill_folder]
+    module = meta["module"]
+    cli = resolve_cli_wrapper(skills_root, skill_folder)
+    env = os.environ.copy()
+    env["PYTHONIOENCODING"] = "utf-8"
+
+    if cli is not None:
+        return subprocess.run(
+            [sys.executable, str(cli), *argv],
+            env=env,
+            capture_output=True,
+            text=True,
+            encoding="utf-8",
+            timeout=timeout,
+        )
+
+    pkg = resolve_pkg_parent(skills_root, skill_folder)
+    if not (pkg / module / "__init__.py").is_file():
+        return subprocess.CompletedProcess(
+            args=[sys.executable, "-m", module, *argv],
+            returncode=99,
+            stdout="",
+            stderr=f"missing package at {pkg}",
+        )
+    env["PYTHONPATH"] = str(pkg)
+    return subprocess.run(
+        [sys.executable, "-m", module, *argv],
+        env=env,
+        capture_output=True,
+        text=True,
+        encoding="utf-8",
+        timeout=timeout,
+    )
+
+
+def bootstrap_wrapper_sys_path(wrapper_py: Path, skill_folder: str) -> Path:
+    """供各 skill 的 ``scripts/cli.py`` 调用：把正确 pkg 目录插入 ``sys.path`` 首部。"""
+    sr = skills_root_from_wrapper(wrapper_py)
+    pkg_parent = resolve_pkg_parent(sr, skill_folder)
+    ps = str(pkg_parent)
+    if ps not in sys.path:
+        sys.path.insert(0, ps)
+    return pkg_parent

package/skills/insurance-customer-policy/src/scripts/run_e2e_smoke.py

@@ -0,0 +1,164 @@
+#!/usr/bin/env python3
+"""End-to-end smoke for insurance-customer-policy.
+
+Runs every CLI subcommand against an isolated SQLite (set via
+``INSURANCE_CUSTOMER_DB_PATH``) and asserts the responses are well-formed.
+"""
+from __future__ import annotations
+
+import json
+import os
+import subprocess
+import sys
+import tempfile
+from pathlib import Path
+
+HERE = Path(__file__).resolve().parent
+PKG = HERE
+
+
+def run(*args: str) -> dict:
+    cmd = [sys.executable, "-m", "insurance_customer_cli", *args]
+    env = {**os.environ, "PYTHONPATH": str(PKG), "PYTHONIOENCODING": "utf-8"}
+    r = subprocess.run(cmd, env=env, capture_output=True, text=True,
+                       encoding="utf-8", timeout=60)
+    if r.returncode not in (0, 1):
+        raise SystemExit(f"unexpected rc={r.returncode}\nstdout={r.stdout}\nstderr={r.stderr}")
+    if not r.stdout.strip():
+        raise SystemExit(f"empty stdout for {args}\nstderr={r.stderr}")
+    return json.loads(r.stdout.strip())
+
+
+def assert_ok(data: dict, *args: str) -> dict:
+    if not data.get("ok"):
+        raise SystemExit(f"expected ok=True, got {data} for args={args}")
+    return data
+
+
+def assert_err(data: dict, code: str, *args: str) -> None:
+    if data.get("ok") or data.get("error") != code:
+        raise SystemExit(f"expected error={code}, got {data} for args={args}")
+
+
+def main() -> int:
+    tmp = tempfile.mkdtemp(prefix="ins_cust_smoke_")
+    os.environ["INSURANCE_CUSTOMER_DB_PATH"] = str(Path(tmp) / "customer.sqlite3")
+
+    print("[1] customer-add")
+    d = run("customer-add", "--name", "张先生", "--phone", "13800138000",
+            "--age", "35", "--income", "300000",
+            "--household", '{"spouse":true,"children":2}', "--birthday", "1989-05-09")
+    cid = assert_ok(d)["id"]
+    assert cid == "C001", f"expected C001 got {cid}"
+
+    d = run("customer-add", "--name", "李女士", "--phone", "13900139000", "--age", "40")
+    cid2 = assert_ok(d)["id"]
+    assert cid2 == "C002"
+
+    print("[2] customer-query (keyword)")
+    d = assert_ok(run("customer-query", "--keyword", "张"))
+    assert d["count"] == 1 and d["customers"][0]["id"] == "C001"
+
+    print("[3] customer-query (id, with policy_count/last_followup_at)")
+    d = assert_ok(run("customer-query", "--customer-id", "C001"))
+    assert d["customers"][0]["policy_count"] == 0
+    assert d["customers"][0]["last_followup_at"] is None
+
+    print("[4] customer-update (set income + children)")
+    assert_ok(run("customer-update", "--customer-id", "C001",
+                  "--set", '{"income":350000,"children":3,"tags":["VIP"]}'))
+    d = assert_ok(run("customer-query", "--customer-id", "C001"))
+    cust = d["customers"][0]
+    assert cust["income"] == 350000
+    assert cust["household"].get("children") == 3
+    assert cust["tags"] == ["VIP"]
+
+    print("[5] customer-exists")
+    assert assert_ok(run("customer-exists", "--customer-id", "C001"))["exists"] is True
+    assert assert_ok(run("customer-exists", "--customer-id", "C999"))["exists"] is False
+
+    print("[6] policy-add (with pay-period derivation)")
+    d = assert_ok(run("policy-add", "--customer-id", "C001",
+                      "--company", "A保险公司", "--product", "重疾险XX",
+                      "--type", "重疾险", "--coverage", "500000", "--premium", "8000",
+                      "--effective-date", "2023-01-01", "--pay-period", "20年"))
+    pid = d["id"]
+    assert pid == "P001"
+    assert d["expire_date"] == "2043-01-01", d
+    assert d["next_pay_date"] == "2024-01-01", d
+
+    assert_ok(run("policy-add", "--customer-id", "C001",
+                  "--company", "B保险公司", "--product", "百万医疗",
+                  "--type", "医疗险", "--coverage", "1000000", "--premium", "500",
+                  "--effective-date", "2023-06-01", "--pay-period", "1年"))
+
+    print("[7] policy-add: customer not found")
+    assert_err(run("policy-add", "--customer-id", "C999",
+                   "--company", "X", "--product", "X", "--type", "重疾险",
+                   "--coverage", "1", "--premium", "1",
+                   "--effective-date", "2024-01-01"), "customer_not_found")
+
+    print("[8] policy-query")
+    d = assert_ok(run("policy-query", "--customer-id", "C001"))
+    assert d["count"] == 2
+
+    print("[9] policy-update + delete")
+    assert_ok(run("policy-update", "--policy-id", "P001",
+                  "--set", '{"coverage":600000,"notes":"加保后"}'))
+    d = assert_ok(run("policy-query", "--policy-id", "P001"))
+    assert d["policies"][0]["coverage"] == 600000
+
+    print("[10] policy-count-by-customer")
+    assert assert_ok(run("policy-count-by-customer", "--customer-id", "C001"))["count"] == 2
+
+    print("[11] followup-add + query")
+    assert_ok(run("followup-add", "--customer-id", "C001",
+                  "--content", "聊了养老险，很感兴趣",
+                  "--next-step", "下周三见面详聊", "--next-date", "2024-05-15"))
+    assert_ok(run("followup-add", "--customer-id", "C002", "--content", "电话联系，下次再聊"))
+    d = assert_ok(run("followup-query", "--customer-id", "C001"))
+    assert d["count"] == 1
+
+    print("[12] gap-analysis (single)")
+    d = assert_ok(run("gap-analysis", "--customer-id", "C001"))
+    res = d["result"]
+    assert res["coverage"]["重疾险"] is True
+    assert res["coverage"]["医疗险"] is True
+    assert res["coverage"]["意外险"] is False
+    assert "意外险" in res["gaps"]
+    assert "教育金" in res["gaps"]
+    assert res["has_children"] is True
+
+    print("[13] gap-analysis (all + filter)")
+    d = assert_ok(run("gap-analysis", "--all", "--gap-type", "重疾险"))
+    cust_ids = [r["customer_id"] for r in d["results"]]
+    assert "C002" in cust_ids and "C001" not in cust_ids
+
+    print("[14] customer-segment")
+    d = assert_ok(run("customer-segment"))
+    assert d["summary"]["total"] == 2
+    assert any(c["customer_id"] == "C001" for c in d["active"])
+
+    print("[15] customer-delete (blocked by policies)")
+    assert_err(run("customer-delete", "--customer-id", "C001", "--yes"), "has_policies")
+    assert_ok(run("policy-delete", "--policy-id", "P001", "--yes"))
+    assert_ok(run("policy-delete", "--policy-id", "P002", "--yes"))
+    assert_err(run("customer-delete", "--customer-id", "C001"), "need_confirm")
+    assert_ok(run("customer-delete", "--customer-id", "C001", "--yes"))
+
+    print("[16] dashboard")
+    d = assert_ok(run("dashboard", "--json"))
+    assert d["customers_total"] == 1
+    assert d["policies_total"] == 0
+
+    print("[17] customer-field add/query")
+    assert_ok(run("customer-field-add", "--name", "风险偏好", "--type", "text"))
+    d = assert_ok(run("customer-field-query"))
+    assert any(f["name"] == "风险偏好" for f in d["fields"])
+
+    print("ALL OK")
+    return 0
+
+
+if __name__ == "__main__":
+    raise SystemExit(main())