feat: 2026-07-12~13 全量更新 - AI对话链路改造+H5 v4/v5+坐席端v5+上下文感知诊断+知识库迭代3

## H5 员工端 v4 (2026-07-13 00:48 已部署)
- 人工按钮三态文案统一为"人工坐席"
- 按钮位置移至发送键和语音按钮上方(垂直堆叠)
- 点按钮直接调 store.shakeAgent(),删除 CallAgentModal 弹窗动画
- 截图快捷键提示改为"截图->粘贴:Alt+Shift+A-Ctrl+V ---> Ctrl+V"
- 移动端隐藏截图提示(CSS 媒体查询)
- AI转人工提示改为"已为您呼叫人工坐席,请稍等!"
- 坐席接入提示改为"坐席正在查看您的信息,请等待处理回复!"
- 删除"摇铃呼叫坐席"入口和文案
- 删除孤儿组件 MessageList.vue + shake 动画 CSS

## H5 员工端 v5 (2026-07-13 02:08 已部署)
- RightPanel v2.1:删除"软件安装"和"资源权限"标签页
- 移除标签栏,智能推荐(DynamicRecommend)直接展示
- 删除 SoftwareDownloads/ApprovalLinks 引用和相关 CSS

## AI 对话链路全栈改造 Phase 1-6 (已部署)
- Phase 1: Dify JSON输出 + 后端blocking解析 + 双WS推送 + 错误降级
- Phase 2: 关键词收窄(~25强意图词) + 两级分类Prompt + 删除前端checkApprovalIntent
- Phase 3: WS扩展(ai_thinking+dynamic_recommend) + ai_structured气泡 + RightPanel v2 + 选项回传
- Phase 4: VisionService接入 + 图片消息融合(5秒窗口) + 降级策略
- Phase 5: 坐席端ai_thinking指示器 + ai_structured/byod_card渲染 + handleNewMessage修复
- Phase 6: diagnosis_stage(6值) + response_time_ms计时 + 慢响应告警(>10s)

## 坐席端 v5 (2026-07-13 01:38 已部署)
- ai_structured/byod_card 只读渲染
- AI思考指示器 UI
- handleNewMessage 透传 msg_type/extra_data 修复
- 布局优化v2.0: QuickReplyBar L1+L2悬浮 + ReplyBox左右分区 + 右栏260/560px切换
- 键盘快捷键v2.3: 纯数字路由 + ESC分层撤销 + Shift+Space用event.code

## 上下文感知智能诊断闭环 (2026-07-12 已部署)
- 三层诊断(API→Script→AI) + 三段排队(VIP→info_locked→not locked)
- 答题插队 + 五场景关闭
- 迁移052(6表+6列) + queue_service + quiz_service + closing_service
- H5前端: QueueWaiting + RightPanel双Tab + InputBar三态 + ResolveConfirmCard
- 坐席前端: pending_close结单流程 + 信息锁定(Dify步骤完成+有效回答率≥70%)

## 知识库迭代3 (2026-07-12 已部署)
- 分诊交互(H5+坐席+Dify独立应用)
- 拓扑预览(ECharts只读)
- 代答排除(4种匹配器: keyword/regex/intent/category)
- 迁移051 + 44文件43测试通过

## 后端变更
- 6个Python文件改造(h5_ai_task.py/h5.py/ai_service.py/closing_service.py等)
- funny_phrase_service.py: shake/connected/keyword 默认文案更新
- session_service.py: 企微消息文案同步
- 新增: queue.py/quiz.py/triage.py/exclusion_rules.py 等API端点
- 新增: diagnostic.py/quiz.py/triage_session.py 等模型
- 新增: closing_service/queue_service/quiz_service/triage_service 等服务

## 文档更新
- CHANGELOG.md: 新增 [未发布] 区全部变更记录
- 项目管理主文档 v2.5: 新增v0.7.3版本 + 已完成看板 + 最近搞定
- 版本记录: 新增v0.7.3条目
- AI对话链路实施计划: Phase 1-6 全部标记已实施
- 新增架构图/时序图/类图(mermaid)

## 部署路径修正
- 服务器项目根路径: /opt/wecom-it-desk/
- 所有前端dist均为ro bind mount,只能在宿主机源路径操作
- 服务器nginx /h5/ 是静态文件服务(非proxy_pass)
- elFinder上传二进制不可靠(MD5不匹配),改用base64分块上传
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# =============================================================================
# 企微IT智能服务台 — 代答排除匹配引擎
# =============================================================================
# 说明:责任链调度入口,按优先级排序规则,依次调用对应 Matcher,
# 命中即停止并记录日志、更新 hit_count。
#
# 核心方法:
# 1. check_exclusions — 检查消息是否命中排除规则
# 2. test_match — 测试匹配(管理后台用,不记录日志)
# 3. execute_action — 执行命中后动作(4种)
# =============================================================================
import logging
import uuid
from datetime import datetime
from typing import Any, Dict, List, Optional
from sqlalchemy import func, select, and_
from sqlalchemy.ext.asyncio import AsyncSession
from app.models.exclusion_log import ExclusionLog
from app.models.exclusion_rule import ExclusionRule
from app.services.matchers import MATCHER_REGISTRY, MatchResult
logger = logging.getLogger(__name__)
# 优先级排序权重(P0 最高)
_PRIORITY_ORDER = {"P0": 0, "P1": 1, "P2": 2, "P3": 3}
class ExclusionCheckResult:
"""排除检查结果。
Attributes:
matched: 是否命中
rule_id: 命中的规则ID
rule_name: 命中的规则名称
match_type: 匹配方式
matched_detail: 命中详情
action_type: 命中后动作类型
transfer_message: 转人工提示语
"""
def __init__(
self,
matched: bool = False,
rule_id: str = "",
rule_name: str = "",
match_type: str = "",
matched_detail: str = "",
action_type: str = "",
transfer_message: str = "",
):
self.matched = matched
self.rule_id = rule_id
self.rule_name = rule_name
self.match_type = match_type
self.matched_detail = matched_detail
self.action_type = action_type
self.transfer_message = transfer_message
class ExclusionService:
"""代答排除匹配引擎。
责任链调度:
1. 查询所有启用的排除规则,按优先级排序(P0 > P1 > P2 > P3
2. 依次调用对应 Matcher 进行匹配
3. 命中即停止,记录 exclusion_logs,更新 hit_count
4. 返回命中结果(含 action_type
"""
async def check_exclusions(
self,
db: AsyncSession,
message: str,
conversation_id: str,
user_id: str,
) -> ExclusionCheckResult:
"""检查消息是否命中排除规则。
Args:
db: 数据库会话
message: 用户消息文本
conversation_id: 会话ID
user_id: 用户ID
Returns:
ExclusionCheckResult: 检查结果
"""
# 查询所有启用的规则
result = await db.execute(
select(ExclusionRule)
.where(ExclusionRule.status == "enabled")
.order_by(ExclusionRule.priority, ExclusionRule.created_at)
)
rules = result.scalars().all()
if not rules:
return ExclusionCheckResult(matched=False)
# 按优先级排序(P0 > P1 > P2 > P3
rules_sorted = sorted(
rules,
key=lambda r: _PRIORITY_ORDER.get(r.priority, 99),
)
# 构建上下文
context: Dict[str, Any] = {
"conversation_id": conversation_id,
"user_id": user_id,
"db": db,
}
# 责任链:依次调用对应 Matcher
for rule in rules_sorted:
matcher = MATCHER_REGISTRY.get(rule.match_type)
if matcher is None:
logger.warning("未知匹配类型: %s, rule_id=%s", rule.match_type, rule.id)
continue
try:
match_result: MatchResult = await matcher.match(
message=message,
condition=rule.match_condition,
context=context,
)
except Exception as e:
logger.error(
"匹配器异常: rule=%s, type=%s, error=%s",
rule.rule_name, rule.match_type, e,
)
continue
if match_result.matched:
# 命中!记录日志、更新 hit_count
await self._log_hit(
db=db,
rule=rule,
message=message,
conversation_id=conversation_id,
user_id=user_id,
match_result=match_result,
)
logger.info(
"排除规则命中: rule=%s, type=%s, detail=%s, action=%s",
rule.rule_name, rule.match_type,
match_result.matched_detail, rule.action_type,
)
return ExclusionCheckResult(
matched=True,
rule_id=rule.id,
rule_name=rule.rule_name,
match_type=rule.match_type,
matched_detail=match_result.matched_detail,
action_type=rule.action_type,
transfer_message=rule.transfer_message or "",
)
return ExclusionCheckResult(matched=False)
async def test_match(
self,
db: AsyncSession,
message: str,
rule_id: Optional[str] = None,
) -> ExclusionCheckResult:
"""测试匹配(管理后台用,不记录日志、不更新 hit_count)。
Args:
db: 数据库会话
message: 测试消息文本
rule_id: 指定规则ID(可选,不指定则测试所有启用规则)
Returns:
ExclusionCheckResult: 测试结果
"""
if rule_id:
# 测试指定规则
result = await db.execute(
select(ExclusionRule).where(ExclusionRule.id == rule_id)
)
rule = result.scalar_one_or_none()
if not rule:
return ExclusionCheckResult(matched=False)
rules_to_test = [rule]
else:
# 测试所有启用规则
result = await db.execute(
select(ExclusionRule)
.where(ExclusionRule.status == "enabled")
.order_by(ExclusionRule.priority)
)
rules_to_test = result.scalars().all()
rules_sorted = sorted(
rules_to_test,
key=lambda r: _PRIORITY_ORDER.get(r.priority, 99),
)
context: Dict[str, Any] = {
"conversation_id": "",
"user_id": "",
"db": db,
}
for rule in rules_sorted:
matcher = MATCHER_REGISTRY.get(rule.match_type)
if matcher is None:
continue
try:
match_result = await matcher.match(
message=message,
condition=rule.match_condition,
context=context,
)
except Exception as e:
logger.error("测试匹配异常: rule=%s, error=%s", rule.rule_name, e)
continue
if match_result.matched:
return ExclusionCheckResult(
matched=True,
rule_id=rule.id,
rule_name=rule.rule_name,
match_type=rule.match_type,
matched_detail=match_result.matched_detail,
action_type=rule.action_type,
transfer_message=rule.transfer_message or "",
)
return ExclusionCheckResult(matched=False)
async def get_stats(self, db: AsyncSession) -> Dict[str, Any]:
"""获取排除规则统计概要。
Args:
db: 数据库会话
Returns:
Dict[str, Any]: {enabled_count, disabled_count, monthly_hits, monthly_transfers}
"""
# 启用规则数
enabled_result = await db.execute(
select(func.count()).select_from(ExclusionRule).where(
ExclusionRule.status == "enabled"
)
)
enabled_count = enabled_result.scalar() or 0
# 停用规则数
disabled_result = await db.execute(
select(func.count()).select_from(ExclusionRule).where(
ExclusionRule.status == "disabled"
)
)
disabled_count = disabled_result.scalar() or 0
# 本月命中次数
now = datetime.now()
month_start = now.replace(day=1, hour=0, minute=0, second=0, microsecond=0)
hits_result = await db.execute(
select(func.count()).select_from(ExclusionLog).where(
ExclusionLog.created_at >= month_start
)
)
monthly_hits = hits_result.scalar() or 0
# 本月转人工次数(action_type 含 transfer 的日志)
transfer_result = await db.execute(
select(func.count()).select_from(ExclusionLog).where(
and_(
ExclusionLog.created_at >= month_start,
ExclusionLog.action_type.like("transfer%"),
)
)
)
monthly_transfers = transfer_result.scalar() or 0
return {
"enabled_count": enabled_count,
"disabled_count": disabled_count,
"monthly_hits": monthly_hits,
"monthly_transfers": monthly_transfers,
}
async def _log_hit(
self,
db: AsyncSession,
rule: ExclusionRule,
message: str,
conversation_id: str,
user_id: str,
match_result: MatchResult,
) -> None:
"""记录命中日志并更新 hit_count。
Args:
db: 数据库会话
rule: 命中的规则对象
message: 用户消息文本
conversation_id: 会话ID
user_id: 用户ID
match_result: 匹配结果
"""
# 创建命中日志
log_entry = ExclusionLog(
id=str(uuid.uuid4()),
rule_id=rule.id,
rule_name=rule.rule_name,
conversation_id=conversation_id,
user_id=user_id,
message_content=message[:2000] if message else "",
match_type=rule.match_type,
matched_detail=match_result.matched_detail,
action_type=rule.action_type,
action_result="success",
)
db.add(log_entry)
# 更新 hit_count
rule.hit_count = (rule.hit_count or 0) + 1
rule.updated_at = datetime.now()
await db.commit()
# 单例
_exclusion_service: Optional[ExclusionService] = None
def get_exclusion_service() -> ExclusionService:
"""获取 ExclusionService 单例。
Returns:
ExclusionService: 单例实例
"""
global _exclusion_service
if _exclusion_service is None:
_exclusion_service = ExclusionService()
return _exclusion_service