From acd73431ae0c19a0ce13f624a5a4e567773b58eb Mon Sep 17 00:00:00 2001 From: dazhuang Date: Sat, 21 Mar 2026 14:23:20 +0000 Subject: [PATCH] feat: implement ERP AI Assistant Phase 1 MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit Backend (FastAPI + SQLAlchemy + Claude API + RAG): - Config management with Pydantic v2 - Database engine with connection pooling and SQL injection prevention - AI engine with Claude API integration (support custom base URL) - RAG engine with ChromaDB and sentence-transformers - Requirement analysis service - Config generation service - Executor engine with SQL validation - REST API endpoints: /analyze, /generate, /execute Frontend (Vue 3 + Element Plus + Pinia): - Complete 3-step workflow: analyze → generate → execute - Step indicator with progress visualization - Analysis result display with field table - SQL preview with monospace font - Execute confirmation dialog with safety warning - Execution result display - State management with Pinia - API service integration Security: - SQL injection prevention with parameterized queries - Dangerous SQL operation blocking - Database password URL encoding - Transaction auto-rollback - Pydantic config validation Features: - Natural language requirement analysis - Automated SQL configuration generation - Safe execution with human review - LAN access support - Custom Claude API endpoint support Documentation: - README with quick start guide - Quick start guide - LAN access configuration - Dependency fixes guide - Claude API configuration - Git operation guide - Implementation report Dependencies fixed: - numpy<2.0.0 for chromadb compatibility - sentence-transformers==2.7.0 for huggingface_hub compatibility Co-Authored-By: Claude Sonnet 4.6 --- .gitignore | 104 + CHANGELOG.md | 160 ++ README.md | 264 ++ backend/.env.example | 26 + backend/app/__init__.py | 2 + backend/app/api/__init__.py | 1 + backend/app/api/analyze.py | 113 + backend/app/api/execute.py | 151 + backend/app/api/generate.py | 102 + backend/app/config.py | 67 + backend/app/core/__init__.py | 1 + backend/app/core/ai_engine.py | 120 + backend/app/core/db_engine.py | 78 + backend/app/core/executor.py | 147 + backend/app/core/prompts.py | 144 + backend/app/core/rag_engine.py | 251 ++ backend/app/main.py | 78 + backend/app/models/__init__.py | 1 + backend/app/models/request.py | 89 + backend/app/models/response.py | 133 + backend/app/services/__init__.py | 1 + backend/app/services/config_service.py | 135 + backend/app/services/requirement_service.py | 147 + backend/fix_dependencies.sh | 31 + backend/knowledge_base/documents/.gitkeep | 0 backend/pytest.ini | 8 + backend/requirements.txt | 21 + backend/scripts/init_knowledge.py | 178 ++ backend/tests/__init__.py | 1 + backend/tests/conftest.py | 26 + backend/tests/test_ai_engine.py | 148 + backend/tests/test_config_service.py | 94 + backend/tests/test_db_engine.py | 25 + backend/tests/test_executor.py | 141 + backend/tests/test_prompts.py | 36 + backend/tests/test_rag_engine.py | 156 ++ backend/tests/test_requirement_service.py | 116 + docs/CLAUDE_API_CONFIG.md | 146 + docs/DEPENDENCY_FIXES.md | 288 ++ docs/FRONTEND_UPDATE.md | 236 ++ docs/GIT_GUIDE.md | 266 ++ docs/IMPLEMENTATION_REPORT.md | 289 ++ docs/LAN_ACCESS.md | 319 +++ docs/QUICK_REFERENCE.md | 58 + docs/QUICK_START.md | 386 +++ .../2026-03-21-erp-ai-assistant-phase1.md | 2460 +++++++++++++++++ .../2026-03-21-erp-ai-assistant-design.md | 1077 ++++++++ frontend/index.html | 13 + frontend/package-lock.json | 1750 ++++++++++++ frontend/package.json | 23 + frontend/src/App.vue | 22 + frontend/src/api/index.js | 52 + frontend/src/main.js | 14 + frontend/src/router/index.js | 31 + frontend/src/stores/function.js | 61 + frontend/src/stores/index.js | 3 + frontend/src/views/CreateFunction.vue | 380 +++ frontend/src/views/History.vue | 28 + frontend/src/views/Layout.vue | 69 + frontend/vite.config.js | 17 + 60 files changed, 11284 insertions(+) create mode 100644 .gitignore create mode 100644 CHANGELOG.md create mode 100644 README.md create mode 100644 backend/.env.example create mode 100644 backend/app/__init__.py create mode 100644 backend/app/api/__init__.py create mode 100644 backend/app/api/analyze.py create mode 100644 backend/app/api/execute.py create mode 100644 backend/app/api/generate.py create mode 100644 backend/app/config.py create mode 100644 backend/app/core/__init__.py create mode 100644 backend/app/core/ai_engine.py create mode 100644 backend/app/core/db_engine.py create mode 100644 backend/app/core/executor.py create mode 100644 backend/app/core/prompts.py create mode 100644 backend/app/core/rag_engine.py create mode 100644 backend/app/main.py create mode 100644 backend/app/models/__init__.py create mode 100644 backend/app/models/request.py create mode 100644 backend/app/models/response.py create mode 100644 backend/app/services/__init__.py create mode 100644 backend/app/services/config_service.py create mode 100644 backend/app/services/requirement_service.py create mode 100644 backend/fix_dependencies.sh create mode 100644 backend/knowledge_base/documents/.gitkeep create mode 100644 backend/pytest.ini create mode 100644 backend/requirements.txt create mode 100644 backend/scripts/init_knowledge.py create mode 100644 backend/tests/__init__.py create mode 100644 backend/tests/conftest.py create mode 100644 backend/tests/test_ai_engine.py create mode 100644 backend/tests/test_config_service.py create mode 100644 backend/tests/test_db_engine.py create mode 100644 backend/tests/test_executor.py create mode 100644 backend/tests/test_prompts.py create mode 100644 backend/tests/test_rag_engine.py create mode 100644 backend/tests/test_requirement_service.py create mode 100644 docs/CLAUDE_API_CONFIG.md create mode 100644 docs/DEPENDENCY_FIXES.md create mode 100644 docs/FRONTEND_UPDATE.md create mode 100644 docs/GIT_GUIDE.md create mode 100644 docs/IMPLEMENTATION_REPORT.md create mode 100644 docs/LAN_ACCESS.md create mode 100644 docs/QUICK_REFERENCE.md create mode 100644 docs/QUICK_START.md create mode 100644 docs/superpowers/plans/2026-03-21-erp-ai-assistant-phase1.md create mode 100644 docs/superpowers/specs/2026-03-21-erp-ai-assistant-design.md create mode 100644 frontend/index.html create mode 100644 frontend/package-lock.json create mode 100644 frontend/package.json create mode 100644 frontend/src/App.vue create mode 100644 frontend/src/api/index.js create mode 100644 frontend/src/main.js create mode 100644 frontend/src/router/index.js create mode 100644 frontend/src/stores/function.js create mode 100644 frontend/src/stores/index.js create mode 100644 frontend/src/views/CreateFunction.vue create mode 100644 frontend/src/views/History.vue create mode 100644 frontend/src/views/Layout.vue create mode 100644 frontend/vite.config.js diff --git a/.gitignore b/.gitignore new file mode 100644 index 0000000..38ef8c9 --- /dev/null +++ b/.gitignore @@ -0,0 +1,104 @@ +# Python +__pycache__/ +*.py[cod] +*$py.class +*.so +.Python +build/ +develop-eggs/ +dist/ +downloads/ +eggs/ +.eggs/ +lib/ +lib64/ +parts/ +sdist/ +var/ +wheels/ +*.egg-info/ +.installed.cfg +*.egg + +# Virtual Environment +venv/ +env/ +ENV/ +.venv + +# IDE +.vscode/ +.idea/ +*.swp +*.swo +*~ + +# Environment Variables +.env +.env.local +.env.*.local + +# Logs +*.log +logs/ + +# Database +*.db +*.sqlite +*.sqlite3 + +# Testing +.pytest_cache/ +.coverage +htmlcov/ +.tox/ + +# ChromaDB +backend/knowledge_base/chroma_db/ + +# Node.js +node_modules/ +npm-debug.log* +yarn-debug.log* +yarn-error.log* +pnpm-debug.log* + +# Build +frontend/dist/ +frontend/dist-ssr/ +frontend/*.local + +# Editor directories and files +frontend/.vscode/ +frontend/.idea/ +frontend/*.suo +frontend*.ntvs* +frontend*.njsproj +frontend*.sln +frontend*.sw? + +# OS +.DS_Store +Thumbs.db + +# Project specific +erp-doc/ +backend/knowledge_base/documents/*.docx +backend/knowledge_base/documents/*.xlsx +backend/knowledge_base/documents/*.pdf +backend/knowledge_base/documents/*.pptx +backend/knowledge_base/documents/*.vsdx +backend/knowledge_base/documents/*.xls + +# Temporary files +*.tmp +*.temp +*.bak +*.swp +*~ + +# Archives +*.zip +*.tar.gz +*.rar +*.7z \ No newline at end of file diff --git a/CHANGELOG.md b/CHANGELOG.md new file mode 100644 index 0000000..09d6c2d --- /dev/null +++ b/CHANGELOG.md @@ -0,0 +1,160 @@ +# 更新日志 + +## [v1.1.0] - 2026-03-21 + +### 🎉 新增功能 + +#### 前端完整工作流程 + +- ✅ **需求分析界面**: 输入自然语言需求,展示结构化分析结果 +- ✅ **配置生成界面**: 预览生成的 SQL 配置语句 +- ✅ **执行配置界面**: 确认对话框 + 执行结果展示 +- ✅ **步骤指示器**: 清晰显示当前进度(分析 → 生成 → 执行) + +#### API 服务封装 + +- 创建 `frontend/src/api/index.js`: 封装三个核心 API 调用 + - `analyzeRequirement()`: 需求分析 + - `generateConfig()`: 配置生成 + - `executeConfig()`: 配置执行 + +#### 状态管理 + +- 创建 `frontend/src/stores/function.js`: Pinia 状态管理 + - 会话管理 + - 分析结果存储 + - 配置结果存储 + - 执行结果存储 + - 加载状态管理 + +#### UI 组件增强 + +- **分析结果展示**: + - 使用 `el-descriptions` 展示基本信息 + - 使用 `el-table` 展示字段列表 + - 标签化显示(功能类型、必填项等) + +- **SQL 配置预览**: + - 等宽字体显示 + - 15 行文本框 + - 只读模式 + +- **执行确认对话框**: + - 安全警告提示 + - 二次确认机制 + +- **执行结果展示**: + - 成功/失败状态图标 + - 详细消息展示 + +### 🔧 功能改进 + +#### 后端集成 + +- 更新 `backend/app/api/generate.py`: 自动存储生成的 SQL 到会话存储 +- 完善前后端数据流:分析 → 生成 → 存储 → 执行 + +#### 用户体验优化 + +- ✅ 所有异步操作添加 loading 状态 +- ✅ 友好的错误提示消息 +- ✅ 表单必填项验证 +- ✅ 危险操作二次确认 +- ✅ 支持重新开始整个流程 + +### 📚 文档更新 + +- 创建 `docs/QUICK_START.md`: 完整的快速上手指南 +- 创建 `docs/FRONTEND_UPDATE.md`: 前端功能说明文档 +- 更新 `README.md`: 添加快速上手指引 + +### 🐛 问题修复 + +- 修复前端无分析结果展示的问题 +- 修复缺少配置生成和执行按钮的问题 +- 修复工作流程不完整的问题 + +--- + +## [v1.0.0] - 2026-03-21 + +### 🎉 初始发布 + +#### 后端核心功能 + +- ✅ 配置管理(Pydantic v2) +- ✅ 数据库引擎(SQLAlchemy + pyodbc) +- ✅ AI 引擎(Claude API 集成) +- ✅ Prompt 模板设计 +- ✅ RAG 引擎(ChromaDB + sentence-transformers) +- ✅ 需求解析服务 +- ✅ 配置生成服务 +- ✅ 执行引擎(SQL 安全验证) + +#### API 层 + +- ✅ FastAPI 应用框架 +- ✅ 请求/响应模型(Pydantic) +- ✅ 三个核心端点: + - POST `/api/v1/analyze` + - POST `/api/v1/generate` + - POST `/api/v1/execute` + +#### 前端基础 + +- ✅ Vue 3 + Vite 项目结构 +- ✅ Vue Router 路由配置 +- ✅ Element Plus UI 集成 +- ✅ 基础布局(Layout、CreateFunction、History) + +#### 安全特性 + +- ✅ SQL 注入防护(参数化查询) +- ✅ 危险 SQL 操作拦截 +- ✅ 数据库密码 URL 编码 +- ✅ 事务自动回滚 +- ✅ Pydantic 配置验证 + +#### 配置支持 + +- ✅ 自定义 Claude API base URL(支持代理/自托管) +- ✅ 局域网访问支持 +- ✅ 环境变量管理 + +#### 文档 + +- ✅ README.md +- ✅ 实施报告 +- ✗ API 配置指南 +- ✗ 局域网访问指南 +- ✗ 依赖问题修复指南 + +--- + +## 路线图 + +### [v1.2.0] - 计划中 + +- [ ] SQL 语法高亮显示 +- [ ] 配置导出功能 +- [ ] 历史记录页面 +- [ ] 数据库元数据查询 API +- [ ] 知识库管理界面 + +### [v1.3.0] - 计划中 + +- [ ] 执行日志和审计系统 +- [ ] 配置模板库 +- [ ] 批量操作支持 +- [ ] 错误诊断功能 + +### [v2.0.0] - 未来 + +- [ ] 多用户权限管理 +- [ ] 配置版本控制 +- [ ] CI/CD 集成 +- [ ] 性能优化分析工具 + +--- + +**版本命名规范**: 遵循 [语义化版本](https://semver.org/lang/zh-CN/) \ No newline at end of file diff --git a/README.md b/README.md new file mode 100644 index 0000000..2b19557 --- /dev/null +++ b/README.md @@ -0,0 +1,264 @@ +# ERP AI Assistant - 一零软件智能配置助手 + +基于 Claude AI 的 ERP 平台智能配置助手,支持自然语言需求分析、自动化配置生成和安全执行。 + +## 🌟 核心功能 + +- **智能需求分析**: 自然语言输入 → 结构化需求文档 +- **自动配置生成**: 基于需求自动生成 SQL 配置语句 +- **安全执行机制**: SQL 安全验证 + 人工审核 + 事务保护 +- **知识库增强**: RAG 技术提供平台配置知识检索 + +## 🚀 快速上手 + +**首次使用请阅读**: [快速上手指南](docs/QUICK_START.md) + +### 最快 3 步开始 + +```bash +# 1. 配置后端 +cd backend && pip install -r requirements.txt +cp .env.example .env # 编辑填入数据库和 API 配置 + +# 2. 启动后端 +python -m app.main + +# 3. 启动前端 +cd ../frontend && npm install && npm run dev +``` + +访问 http://localhost:5173 开始使用! + +### 1. 环境要求 + +- Python 3.10+ +- Node.js 18+ +- SQL Server 数据库 +- Anthropic API Key + +### 2. 后端安装 + +```bash +cd backend + +# 创建虚拟环境 +python3 -m venv venv +source venv/bin/activate # Windows: venv\Scripts\activate + +# 安装依赖 +pip install -r requirements.txt + +# 配置环境变量 +cp .env.example .env +# 编辑 .env 文件,填入配置信息 +``` + +### 3. 前端安装 + +```bash +cd frontend + +# 安装依赖 +npm install +``` + +### 4. 启动服务 + +**启动后端:** +```bash +cd backend +source venv/bin/activate +python -m app.main +``` + +后端服务运行在 http://localhost:8000 + +**启动前端:** +```bash +cd frontend +npm run dev +``` + +前端服务运行在 http://localhost:5173 + +### 5. 访问应用 + +**本地访问:** +打开浏览器访问 http://localhost:5173 + +**局域网访问:** +其他设备可通过服务器 IP 访问:http://192.168.1.100:5173 + +详细配置请参考 [局域网访问指南](docs/LAN_ACCESS.md) + +## 📚 API 文档 + +启动后端后访问: +- Swagger UI: http://localhost:8000/docs +- ReDoc: http://localhost:8000/redoc + +### 核心 API 端点 + +| 端点 | 方法 | 描述 | +|------|------|------| +| `/api/v1/analyze` | POST | 分析用户需求 | +| `/api/v1/generate` | POST | 生成 SQL 配置 | +| `/api/v1/execute` | POST | 执行 SQL 配置 | +| `/health` | GET | 健康检查 | + +## 🏗️ 项目结构 + +``` +erp-ass/ +├── backend/ # 后端服务 +│ ├── app/ +│ │ ├── api/ # API 路由 +│ │ ├── core/ # 核心引擎 +│ │ ├── models/ # 数据模型 +│ │ ├── services/ # 业务服务 +│ │ ├── config.py # 配置管理 +│ │ └── main.py # 应用入口 +│ ├── tests/ # 测试文件 +│ ├── knowledge_base/ # 知识库文档 +│ └── requirements.txt # Python 依赖 +├── frontend/ # 前端应用 +│ ├── src/ +│ │ ├── router/ # 路由配置 +│ │ ├── views/ # 页面组件 +│ │ ├── main.js # 应用入口 +│ │ └── App.vue # 根组件 +│ ├── index.html +│ ├── vite.config.js +│ └── package.json +└── docs/ # 项目文档 +``` + +## 🔧 配置说明 + +### 后端环境变量 (.env) + +```bash +# 应用配置 +APP_NAME=ERP AI Assistant +APP_ENV=development +DEBUG=True +SECRET_KEY=your-secret-key + +# 数据库配置 +DB_DRIVER=ODBC Driver 17 for SQL Server +DB_SERVER=localhost +DB_PORT=1433 +DB_NAME=ERP_DB +DB_USER=sa +DB_PASSWORD=your-password + +# Claude API 配置 +ANTHROPIC_API_KEY=your-api-key +# ANTHROPIC_BASE_URL=https://your-proxy.com # Optional: custom base URL for proxy or self-hosted +CLAUDE_MODEL=claude-sonnet-4-6 +CLAUDE_MAX_TOKENS=8192 +CLAUDE_TEMPERATURE=0.7 + +# 知识库配置 +KNOWLEDGE_BASE_PATH=./knowledge_base +CHROMA_DB_PATH=./knowledge_base/chroma_db +EMBEDDING_MODEL=all-MiniLM-L6-v2 +CHUNK_SIZE=500 +CHUNK_OVERLAP=50 +``` + +## 🧪 运行测试 + +```bash +cd backend +source venv/bin/activate +pytest tests/ -v --cov=app +``` + +## 📖 使用流程 + +### 1. 创建新功能 + +1. 访问前端页面,进入"新建功能" +2. 输入自然语言需求,例如: + ``` + 创建一个销售订单管理页面,包含订单号、客户、订单日期、金额字段 + ``` +3. 点击"分析需求",系统自动生成结构化需求文档 + +### 2. 生成配置 + +1. 查看需求分析结果 +2. 确认需求正确后,点击"生成配置" +3. 系统自动生成 SQL 配置语句 + +### 3. 执行配置 + +1. 预览生成的 SQL 语句 +2. 确认无误后,点击"执行" +3. 系统安全执行配置,记录执行日志 + +## 🔐 安全特性 + +- ✅ SQL 注入防护(参数化查询) +- ✅ 危险操作拦截(DROP、TRUNCATE) +- ✅ 事务保护(自动回滚) +- ✅ 人工审核机制 +- ✅ 密码安全编码 + +## 📋 开发计划 + +### Phase 1 (已完成) ✅ +- 基础架构搭建 +- 核心引擎实现 +- API 层开发 +- 前端基础界面 + +### Phase 2 (计划中) +- 执行日志和审计系统 +- 数据库元数据 API +- 知识库管理界面 +- 配置预览组件 +- 执行监控组件 + +### Phase 3 (计划中) +- 错误排查系统 +- 系统优化功能 +- 性能分析工具 + +## 🛠️ 技术栈 + +**后端:** +- FastAPI - 现代 Web 框架 +- SQLAlchemy - ORM +- Anthropic Claude - AI 引擎 +- ChromaDB - 向量数据库 +- sentence-transformers - 文本嵌入 + +**前端:** +- Vue 3 - 渐进式框架 +- Vite - 构建工具 +- Element Plus - UI 组件库 +- Vue Router - 路由管理 +- Pinia - 状态管理 + +**数据库:** +- SQL Server - 业务数据库 +- ChromaDB - 知识库向量数据库 + +## 📄 许可证 + +本项目仅供内部使用。 + +## 🤝 贡献 + +暂不接受外部贡献。 + +## 📞 联系方式 + +如有问题,请联系项目负责人。 + +--- + +**版本:** 1.0.0 +**更新日期:** 2026-03-21 \ No newline at end of file diff --git a/backend/.env.example b/backend/.env.example new file mode 100644 index 0000000..d929d75 --- /dev/null +++ b/backend/.env.example @@ -0,0 +1,26 @@ +APP_NAME=ERP AI Assistant +APP_ENV=development +DEBUG=True +SECRET_KEY=change-this-in-production + +# Database +DB_DRIVER=ODBC Driver 17 for SQL Server +DB_SERVER=192.168.120.19 +DB_PORT=1433 +DB_NAME=DMPF_HY +DB_USER=sa +DB_PASSWORD=your-password + +# Claude API +ANTHROPIC_API_KEY=your-claude-api-key +# ANTHROPIC_BASE_URL=https://api.anthropic.com # Optional: uncomment to use custom base URL (for proxy or self-hosted) +CLAUDE_MODEL=claude-sonnet-4-6 +CLAUDE_MAX_TOKENS=8192 +CLAUDE_TEMPERATURE=0.7 + +# Knowledge Base +KNOWLEDGE_BASE_PATH=./knowledge_base +CHROMA_DB_PATH=./knowledge_base/chroma_db +EMBEDDING_MODEL=all-MiniLM-L6-v2 +CHUNK_SIZE=500 +CHUNK_OVERLAP=50 diff --git a/backend/app/__init__.py b/backend/app/__init__.py new file mode 100644 index 0000000..cbdd09e --- /dev/null +++ b/backend/app/__init__.py @@ -0,0 +1,2 @@ +"""ERP AI Assistant Backend""" +__version__ = "1.0.0" diff --git a/backend/app/api/__init__.py b/backend/app/api/__init__.py new file mode 100644 index 0000000..d0a840b --- /dev/null +++ b/backend/app/api/__init__.py @@ -0,0 +1 @@ +"""API routes for ERP AI Assistant.""" \ No newline at end of file diff --git a/backend/app/api/analyze.py b/backend/app/api/analyze.py new file mode 100644 index 0000000..7534ad1 --- /dev/null +++ b/backend/app/api/analyze.py @@ -0,0 +1,113 @@ +"""Analyze API endpoint for requirement analysis. + +This module provides the /analyze endpoint for analyzing user requirements. +""" + +import uuid +from typing import Dict + +from fastapi import APIRouter, HTTPException, status +from loguru import logger + +from app.models.request import AnalyzeRequest +from app.models.response import AnalyzeResponse, ErrorResponse +from app.services.requirement_service import RequirementService + +# Create router +router = APIRouter() + + +@router.post( + "/analyze", + response_model=AnalyzeResponse, + responses={ + 400: {"model": ErrorResponse, "description": "Invalid request"}, + 500: {"model": ErrorResponse, "description": "Internal server error"} + }, + summary="Analyze user requirement", + description="Analyze natural language or structured requirement and return structured specification" +) +async def analyze_requirement(request: AnalyzeRequest) -> AnalyzeResponse: + """Analyze user requirement and return structured specification. + + This endpoint accepts either natural language or structured input, + processes it through Claude AI with RAG knowledge retrieval, and + returns a structured requirement specification. + + Args: + request: AnalyzeRequest containing input_type, content, and optional session_id + + Returns: + AnalyzeResponse with session_id, status, and structured data + + Raises: + HTTPException: 400 for invalid input, 500 for processing errors + """ + # Generate session ID if not provided + session_id = request.session_id or str(uuid.uuid4()) + + try: + # Validate input type + if request.input_type not in ["natural_language", "structured"]: + raise HTTPException( + status_code=status.HTTP_400_BAD_REQUEST, + detail={ + "code": "INVALID_INPUT_TYPE", + "message": "input_type must be 'natural_language' or 'structured'", + "session_id": session_id + } + ) + + # Validate content + if not request.content or not request.content.strip(): + raise HTTPException( + status_code=status.HTTP_400_BAD_REQUEST, + detail={ + "code": "EMPTY_CONTENT", + "message": "content cannot be empty", + "session_id": session_id + } + ) + + logger.info(f"[{session_id}] Processing analyze request: {request.content[:50]}...") + + # Create service and analyze + service = RequirementService() + result = await service.analyze( + user_input=request.content, + session_id=session_id + ) + + logger.success(f"[{session_id}] Analysis completed successfully") + + return AnalyzeResponse( + session_id=session_id, + status="success", + data=result + ) + + except HTTPException: + # Re-raise HTTP exceptions + raise + + except ValueError as e: + logger.error(f"[{session_id}] Validation error: {e}") + raise HTTPException( + status_code=status.HTTP_400_BAD_REQUEST, + detail={ + "code": "VALIDATION_ERROR", + "message": str(e), + "session_id": session_id + } + ) + + except Exception as e: + logger.error(f"[{session_id}] Analysis failed: {e}") + raise HTTPException( + status_code=status.HTTP_500_INTERNAL_SERVER_ERROR, + detail={ + "code": "ANALYSIS_FAILED", + "message": f"Failed to analyze requirement: {str(e)}", + "session_id": session_id + } + ) \ No newline at end of file diff --git a/backend/app/api/execute.py b/backend/app/api/execute.py new file mode 100644 index 0000000..233d938 --- /dev/null +++ b/backend/app/api/execute.py @@ -0,0 +1,151 @@ +"""Execute API endpoint for SQL configuration execution. + +This module provides the /execute endpoint for executing SQL configuration. +""" + +import uuid +from typing import Dict, Any + +from fastapi import APIRouter, HTTPException, status +from loguru import logger + +from app.models.request import ExecuteRequest +from app.models.response import ExecuteResponse, ErrorResponse +from app.core.executor import ConfigExecutor + +# Create router +router = APIRouter() + +# In-memory storage for SQL lists (should use Redis/database in production) +_session_sql_store: Dict[str, list] = {} + + +def store_session_sql(session_id: str, sql_list: list) -> None: + """Store SQL list for a session. + + Args: + session_id: Session ID + sql_list: List of SQL statements + """ + _session_sql_store[session_id] = sql_list + logger.debug(f"Stored {len(sql_list)} SQL statements for session {session_id}") + + +def get_session_sql(session_id: str) -> list: + """Retrieve SQL list for a session. + + Args: + session_id: Session ID + + Returns: + List of SQL statements (empty list if not found) + """ + sql_list = _session_sql_store.get(session_id, []) + logger.debug(f"Retrieved {len(sql_list)} SQL statements for session {session_id}") + return sql_list + + +@router.post( + "/execute", + response_model=ExecuteResponse, + responses={ + 400: {"model": ErrorResponse, "description": "Invalid request"}, + 500: {"model": ErrorResponse, "description": "Internal server error"} + }, + summary="Execute SQL configuration", + description="Execute SQL configuration after user confirmation" +) +async def execute_config(request: ExecuteRequest) -> ExecuteResponse: + """Execute SQL configuration after user confirmation. + + This endpoint executes the SQL statements associated with the session. + User must set confirmed=True to proceed with execution. + + Args: + request: ExecuteRequest with session_id, confirmed, and backup_enabled + + Returns: + ExecuteResponse with execution_id, status, and message + + Raises: + HTTPException: 400 if not confirmed or invalid, 500 for execution errors + """ + # Generate execution ID + execution_id = str(uuid.uuid4()) + + try: + # Check user confirmation + if not request.confirmed: + raise HTTPException( + status_code=status.HTTP_400_BAD_REQUEST, + detail={ + "code": "NOT_CONFIRMED", + "message": "User must confirm execution by setting confirmed=True", + "session_id": request.session_id, + "execution_id": execution_id + } + ) + + logger.info(f"[{request.session_id}] Processing execute request") + + # Retrieve SQL list for session + sql_list = get_session_sql(request.session_id) + + if not sql_list: + raise HTTPException( + status_code=status.HTTP_400_BAD_REQUEST, + detail={ + "code": "NO_SQL_FOUND", + "message": "No SQL statements found for this session", + "session_id": request.session_id, + "execution_id": execution_id + } + ) + + logger.info(f"[{request.session_id}] Retrieved {len(sql_list)} SQL statements") + + # Create executor + executor = ConfigExecutor() + + # Execute configuration + result = executor.execute_config(sql_list, request.session_id) + + if result["success"]: + logger.success( + f"[{request.session_id}] Execution completed: {result['message']}" + ) + return ExecuteResponse( + execution_id=execution_id, + status="success", + message=result["message"] + ) + else: + logger.error( + f"[{request.session_id}] Execution failed: {result['failed']}" + ) + raise HTTPException( + status_code=status.HTTP_500_INTERNAL_SERVER_ERROR, + detail={ + "code": "EXECUTION_FAILED", + "message": result["message"], + "error": result["failed"], + "session_id": request.session_id, + "execution_id": execution_id + } + ) + + except HTTPException: + # Re-raise HTTP exceptions + raise + + except Exception as e: + logger.error(f"[{request.session_id}] Execution failed: {e}") + raise HTTPException( + status_code=status.HTTP_500_INTERNAL_SERVER_ERROR, + detail={ + "code": "EXECUTION_ERROR", + "message": f"Failed to execute config: {str(e)}", + "session_id": request.session_id, + "execution_id": execution_id + } + ) \ No newline at end of file diff --git a/backend/app/api/generate.py b/backend/app/api/generate.py new file mode 100644 index 0000000..044da59 --- /dev/null +++ b/backend/app/api/generate.py @@ -0,0 +1,102 @@ +"""Generate API endpoint for configuration generation. + +This module provides the /generate endpoint for generating SQL configuration. +""" + +from fastapi import APIRouter, HTTPException, status +from loguru import logger + +from app.models.request import GenerateRequest +from app.models.response import GenerateResponse, ErrorResponse +from app.services.config_service import ConfigService +from app.api.execute import store_session_sql # Import SQL storage function + +# Create router +router = APIRouter() + + +@router.post( + "/generate", + response_model=GenerateResponse, + responses={ + 400: {"model": ErrorResponse, "description": "Invalid request"}, + 500: {"model": ErrorResponse, "description": "Internal server error"} + }, + summary="Generate SQL configuration", + description="Generate SQL configuration based on structured requirements" +) +async def generate_config(request: GenerateRequest) -> GenerateResponse: + """Generate SQL configuration based on structured requirements. + + This endpoint takes structured requirements from the analysis phase + and generates SQL configuration statements using Claude AI. + + Args: + request: GenerateRequest with session_id and requirements + + Returns: + GenerateResponse with session_id, status, and generated config + + Raises: + HTTPException: 400 for invalid input, 500 for processing errors + """ + try: + # Validate requirements + if not request.requirements: + raise HTTPException( + status_code=status.HTTP_400_BAD_REQUEST, + detail={ + "code": "EMPTY_REQUIREMENTS", + "message": "requirements cannot be empty", + "session_id": request.session_id + } + ) + + logger.info(f"[{request.session_id}] Processing generate request") + + # Create service and generate config + service = ConfigService() + result = await service.generate( + requirements=request.requirements, + session_id=request.session_id + ) + + # Store generated SQL for later execution + if result and result.get("配置方案") and result["配置方案"].get("sql_list"): + sql_list = result["配置方案"]["sql_list"] + store_session_sql(request.session_id, sql_list) + logger.info(f"[{request.session_id}] Stored {len(sql_list)} SQL statements for execution") + + logger.success(f"[{request.session_id}] Config generation completed") + + return GenerateResponse( + session_id=request.session_id, + status="success", + data=result + ) + + except HTTPException: + # Re-raise HTTP exceptions + raise + + except ValueError as e: + logger.error(f"[{request.session_id}] Validation error: {e}") + raise HTTPException( + status_code=status.HTTP_400_BAD_REQUEST, + detail={ + "code": "VALIDATION_ERROR", + "message": str(e), + "session_id": request.session_id + } + ) + + except Exception as e: + logger.error(f"[{request.session_id}] Config generation failed: {e}") + raise HTTPException( + status_code=status.HTTP_500_INTERNAL_SERVER_ERROR, + detail={ + "code": "GENERATION_FAILED", + "message": f"Failed to generate config: {str(e)}", + "session_id": request.session_id + } + ) \ No newline at end of file diff --git a/backend/app/config.py b/backend/app/config.py new file mode 100644 index 0000000..86f844c --- /dev/null +++ b/backend/app/config.py @@ -0,0 +1,67 @@ +from pydantic_settings import BaseSettings +from pydantic import ConfigDict, field_validator +from functools import lru_cache +from urllib.parse import quote_plus + + +class Settings(BaseSettings): + # Application + APP_NAME: str = "ERP AI Assistant" + APP_ENV: str = "development" + DEBUG: bool = True + SECRET_KEY: str + + # Database + DB_DRIVER: str + DB_SERVER: str + DB_PORT: int = 1433 + DB_NAME: str + DB_USER: str + DB_PASSWORD: str + + # Claude API + ANTHROPIC_API_KEY: str + ANTHROPIC_BASE_URL: str | None = None # Optional custom base URL for proxy/self-hosted + CLAUDE_MODEL: str = "claude-sonnet-4-6" + CLAUDE_MAX_TOKENS: int = 8192 + CLAUDE_TEMPERATURE: float = 0.7 + + # Knowledge Base + KNOWLEDGE_BASE_PATH: str = "./knowledge_base" + CHROMA_DB_PATH: str = "./knowledge_base/chroma_db" + EMBEDDING_MODEL: str = "all-MiniLM-L6-v2" + CHUNK_SIZE: int = 500 + CHUNK_OVERLAP: int = 50 + + @property + def DATABASE_URL(self) -> str: + """构建数据库连接 URL(密码安全编码)""" + password = quote_plus(self.DB_PASSWORD) + return ( + f"mssql+pyodbc://{self.DB_USER}:{password}" + f"@{self.DB_SERVER}:{self.DB_PORT}/{self.DB_NAME}" + f"?driver={quote_plus(self.DB_DRIVER)}" + ) + + @field_validator('CLAUDE_TEMPERATURE') + @classmethod + def validate_temperature(cls, v): + if not 0 <= v <= 2: + raise ValueError('CLAUDE_TEMPERATURE must be between 0 and 2') + return v + + @field_validator('CHUNK_OVERLAP') + @classmethod + def validate_chunk_overlap(cls, v, info): + chunk_size = info.data.get('CHUNK_SIZE', 500) + if v >= chunk_size: + raise ValueError('CHUNK_OVERLAP must be less than CHUNK_SIZE') + return v + + model_config = ConfigDict(env_file=".env", case_sensitive=True) + + +@lru_cache() +def get_settings() -> Settings: + """获取配置单例""" + return Settings() diff --git a/backend/app/core/__init__.py b/backend/app/core/__init__.py new file mode 100644 index 0000000..7f87e4b --- /dev/null +++ b/backend/app/core/__init__.py @@ -0,0 +1 @@ +"""Core modules""" diff --git a/backend/app/core/ai_engine.py b/backend/app/core/ai_engine.py new file mode 100644 index 0000000..2d80267 --- /dev/null +++ b/backend/app/core/ai_engine.py @@ -0,0 +1,120 @@ +"""AI Engine for ERP AI Assistant. + +This module provides the ClaudeEngine class that wraps Claude API calls +and provides JSON parsing utilities. +""" + +import json +import re +from typing import Any + +import anthropic +from loguru import logger + +from app.config import get_settings + + +class ClaudeEngine: + """Engine for interacting with Claude API. + + This class wraps the Anthropic Claude API client and provides + utilities for parsing JSON responses from Claude. + """ + + def __init__(self) -> None: + """Initialize Claude engine with settings.""" + settings = get_settings() + + # Initialize Anthropic client with optional custom base_url + client_kwargs = {"api_key": settings.ANTHROPIC_API_KEY} + if settings.ANTHROPIC_BASE_URL: + client_kwargs["base_url"] = settings.ANTHROPIC_BASE_URL + logger.info(f"Using custom Anthropic base URL: {settings.ANTHROPIC_BASE_URL}") + + self.client = anthropic.AsyncAnthropic(**client_kwargs) + self.model = settings.CLAUDE_MODEL + self.max_tokens = settings.CLAUDE_MAX_TOKENS + self.temperature = settings.CLAUDE_TEMPERATURE + + def parse_json_response(self, content: str) -> dict[str, Any]: + """Parse JSON from Claude responses. + + Attempts multiple parsing strategies: + 1. Direct JSON parse + 2. Extract from markdown code blocks + 3. Extract any {...} block + + Args: + content: The response content from Claude + + Returns: + Parsed JSON as a dictionary + + Raises: + ValueError: If JSON cannot be parsed using any strategy + """ + if not content or not content.strip(): + raise ValueError("Empty content provided") + + # Strategy 1: Try direct JSON parse + try: + return json.loads(content) + except json.JSONDecodeError: + pass + + # Strategy 2: Try extracting from markdown code blocks + json_code_block_pattern = r'```json\s*(\{.*?\})\s*```' + json_match = re.search(json_code_block_pattern, content, re.DOTALL) + if json_match: + try: + return json.loads(json_match.group(1)) + except json.JSONDecodeError: + pass + + # Also try any code block (not just json tagged) + code_block_pattern = r'```\s*(\{.*?\})\s*```' + code_block_match = re.search(code_block_pattern, content, re.DOTALL) + if code_block_match: + try: + return json.loads(code_block_match.group(1)) + except json.JSONDecodeError: + pass + + # Strategy 3: Try extracting any {...} block + # Find balanced braces + brace_pattern = r'\{[^{}]*(?:\{[^{}]*\}[^{}]*)*\}' + json_blocks = re.findall(brace_pattern, content, re.DOTALL) + for json_block in json_blocks: + try: + return json.loads(json_block) + except json.JSONDecodeError: + continue + + # All strategies failed + logger.error(f"无法解析 Claude 返回的 JSON: {content[:200]}") + raise ValueError("无法解析 Claude 返回的 JSON,请检查响应格式") + + async def call_claude( + self, + messages: list[dict[str, str]], + temperature: float | None = None + ) -> str: + """Call Claude API. + + Args: + messages: List of message dictionaries with 'role' and 'content' + temperature: Optional temperature override (0-2) + + Returns: + The text content from Claude's response + + Raises: + Exception: If the API call fails + """ + response = await self.client.messages.create( + model=self.model, + max_tokens=self.max_tokens, + temperature=temperature if temperature is not None else self.temperature, + messages=messages + ) + return response.content[0].text diff --git a/backend/app/core/db_engine.py b/backend/app/core/db_engine.py new file mode 100644 index 0000000..fa57291 --- /dev/null +++ b/backend/app/core/db_engine.py @@ -0,0 +1,78 @@ +from typing import Optional +from sqlalchemy import create_engine, text +from sqlalchemy.orm import sessionmaker +from contextlib import contextmanager +from loguru import logger +from app.config import get_settings + + +class DatabaseEngine: + """数据库操作引擎""" + + def __init__(self): + settings = get_settings() + self.engine = create_engine( + settings.DATABASE_URL, + pool_size=20, + max_overflow=10, + pool_pre_ping=True, + echo=settings.DEBUG + ) + self.Session = sessionmaker(bind=self.engine) + + @contextmanager + def get_session(self): + """获取数据库会话(上下文管理器)""" + session = self.Session() + try: + yield session + session.commit() + except Exception as e: + session.rollback() + logger.error(f"数据库操作失败:{e}") + raise + finally: + session.close() + + def execute_sql(self, sql: str, params: Optional[dict] = None) -> list: + """执行单条 SQL""" + with self.get_session() as session: + result = session.execute(text(sql), params or {}) + return result.fetchall() + + def execute_transaction(self, sql_list: list, params_list: Optional[list] = None) -> bool: + """执行事务(多条 SQL)""" + params_list = params_list or [None] * len(sql_list) + with self.get_session() as session: + for sql, params in zip(sql_list, params_list): + session.execute(text(sql), params or {}) + return True + + def get_table_structure(self, table_name: str): + """获取表结构(安全参数化查询)""" + sql = """ + SELECT + COLUMN_NAME, + DATA_TYPE, + CHARACTER_MAXIMUM_LENGTH, + IS_NULLABLE, + COLUMN_DEFAULT + FROM INFORMATION_SCHEMA.COLUMNS + WHERE TABLE_NAME = :table_name + ORDER BY ORDINAL_POSITION + """ + return self.execute_sql(sql, {"table_name": table_name}) + + def table_exists(self, table_name: str) -> bool: + """检查表是否存在(安全参数化查询)""" + sql = """ + SELECT COUNT(*) + FROM INFORMATION_SCHEMA.TABLES + WHERE TABLE_NAME = :table_name + """ + result = self.execute_sql(sql, {"table_name": table_name}) + return result[0][0] > 0 + + def dispose(self): + """关闭连接池,释放资源""" + self.engine.dispose() diff --git a/backend/app/core/executor.py b/backend/app/core/executor.py new file mode 100644 index 0000000..15baf84 --- /dev/null +++ b/backend/app/core/executor.py @@ -0,0 +1,147 @@ +"""Config Executor for ERP AI Assistant. + +This module provides the ConfigExecutor class for validating and executing +SQL configuration statements with safety checks. +""" + +import re +from typing import List, Tuple, Dict, Any + +from loguru import logger + +from app.core.db_engine import DatabaseEngine + + +class ConfigExecutor: + """Executor for SQL configuration statements with safety validation. + + This class validates SQL statements against dangerous operations before + execution and provides transaction-based execution with rollback support. + """ + + # Dangerous SQL keywords that should be blocked + DANGEROUS_KEYWORDS = [ + r"DROP\s+DATABASE", + r"DROP\s+TABLE", + r"TRUNCATE\s+TABLE", + r"DELETE\s+FROM", + r"UPDATE\s+.*\s+SET", + r"ALTER\s+TABLE\s+.*\s+DROP" + ] + + def __init__(self) -> None: + """Initialize executor with database engine.""" + self.db_engine = DatabaseEngine() + logger.info("ConfigExecutor initialized") + + def validate_sql(self, sql: str) -> Tuple[bool, str]: + """Validate SQL statement for safety. + + Checks SQL against a list of dangerous keywords/patterns to prevent + destructive operations. + + Args: + sql: SQL statement to validate + + Returns: + Tuple of (is_valid, message) where is_valid indicates if SQL is safe + """ + if not sql or not sql.strip(): + return False, "SQL语句为空" + + sql_upper = sql.upper().strip() + + # Check for dangerous operations + for pattern in self.DANGEROUS_KEYWORDS: + if re.search(pattern, sql_upper): + # Extract matched keyword for error message + match = re.search(pattern, sql_upper) + matched_keyword = match.group(0) if match else pattern + logger.warning(f"SQL validation failed: dangerous operation '{matched_keyword}' detected") + return False, f"危险操作被拦截: {matched_keyword}" + + logger.debug(f"SQL validation passed: {sql[:50]}...") + return True, "SQL验证通过" + + def execute_config( + self, + sql_list: List[str], + session_id: str + ) -> Dict[str, Any]: + """Execute a list of SQL statements in a transaction. + + Validates all SQL statements before execution. If any validation fails, + no statements are executed. + + Args: + sql_list: List of SQL statements to execute + session_id: Session ID for logging and tracking + + Returns: + Dictionary containing: + - success: Boolean indicating overall success + - executed: List of executed SQL statements + - failed: Error message if execution failed, None otherwise + - message: Human-readable result message + """ + logger.info(f"[{session_id}] Starting config execution with {len(sql_list)} SQL statements") + + results: Dict[str, Any] = { + "success": True, + "executed": [], + "failed": None, + "message": "" + } + + try: + # Step 1: Validate all SQL statements + logger.debug(f"[{session_id}] Validating {len(sql_list)} SQL statements") + for i, sql in enumerate(sql_list): + is_valid, msg = self.validate_sql(sql) + if not is_valid: + error_msg = f"SQL #{i+1} 验证失败: {msg}" + logger.error(f"[{session_id}] {error_msg}") + raise ValueError(error_msg) + + # Step 2: Execute transaction + logger.debug(f"[{session_id}] Executing transaction") + self.db_engine.execute_transaction(sql_list) + + # Step 3: Record success + results["executed"] = sql_list + results["message"] = f"成功执行 {len(sql_list)} 条SQL" + logger.success(f"[{session_id}] {results['message']}") + + except ValueError as e: + # Validation failure + results["success"] = False + results["failed"] = str(e) + results["message"] = f"执行失败: {e}" + logger.error(f"[{session_id}] {results['message']}") + + except Exception as e: + # Execution failure + results["success"] = False + results["failed"] = str(e) + results["message"] = f"执行失败: {e}" + logger.error(f"[{session_id}] {results['message']}") + + return results + + def rollback(self, session_id: str) -> Dict[str, Any]: + """Rollback executed operations for a session. + + This is a placeholder for rollback functionality. Actual implementation + would require recording inverse SQL operations during execution. + + Args: + session_id: Session ID to rollback + + Returns: + Dictionary with success status and message + """ + logger.warning(f"[{session_id}] Rollback requested but not yet implemented") + return { + "success": False, + "message": "回滚功能待实现" + } \ No newline at end of file diff --git a/backend/app/core/prompts.py b/backend/app/core/prompts.py new file mode 100644 index 0000000..c7f8b6b --- /dev/null +++ b/backend/app/core/prompts.py @@ -0,0 +1,144 @@ +""" +Prompt 模板定义 + +模板说明: +- SYSTEM_PROMPT: 系统提示词,定义 Claude 的角色和专业领域 +- ANALYZE_PROMPT_TEMPLATE: 需求解析模板,占位符:user_input, knowledge_context, existing_tables +- GENERATE_PROMPT_TEMPLATE: 配置生成模板,占位符:requirements, platform_rules, similar_cases +""" + +SYSTEM_PROMPT = """你是一个 ERP 平台配置专家助手,专门帮助开发人员配置一零软件结构化开发平台。 + +## 你的职责 + +你是 ERP 系统配置和开发的专业顾问,负责: +1. 分析用户需求,理解业务场景 +2. 设计合理的数据库表结构 +3. 生成符合平台规范的配置方案 +4. 提供完整的 SQL 脚本和配置说明 + +## 平台知识 + +你熟悉以下平台概念: +- 窗体类型:基础资料、单据、报表、系统设置等 +- 标准字段命名规范:F 开头的主键、FPrefix 前缀的自定义字段 +- 配置流程:需求分析 → 表结构设计 → 功能配置 → 页面配置 → 菜单配置 +- 命名约定:表名以 T_开头,功能号以功能类别前缀开头 + +## 输出要求 + +1. 提供完整的 SQL 脚本,包括建表语句、函数配置、页面配置等 +2. 确保配置符合平台规范和最佳实践 +3. 进行风险评估,提示潜在问题 +4. 使用 JSON 格式输出结构化结果 +5. 所有字段和表名使用英文,注释使用中文 + +请始终保持专业、严谨的工作态度,确保输出的配置方案可落地执行。""" + + +ANALYZE_PROMPT_TEMPLATE = """请分析以下用户需求,生成结构化的需求分析文档。 + +## 用户输入 +{user_input} + +## 相关知识上下文 +{knowledge_context} + +## 现有表结构 +{existing_tables} + +## 分析要求 + +请输出结构化的需求分析文档,使用 JSON 格式,包含以下字段: + +# Note: Use {{ and }} to escape braces for .format() - rendered as literal { and } +```json +{{ + "功能名称": "功能的中文名称", + "功能号建议": "建议的功能编号,如 SAL001", + "窗体类型": "基础资料/单据/报表/系统设置", + "主表名建议": "建议的主表名,如 T_SAL_Order", + "从表名建议": "建议的从表名,如 T_SAL_OrderEntry", + "主表字段": [ + {{"字段名": "FOrderId", "字段类型": "varchar(50)", "中文名称": "订单编号", "必填": true}}, + ... + ], + "从表字段": [ + {{"字段名": "FEntryId", "字段类型": "int", "中文名称": "分录 ID", "必填": true}}, + ... + ], + "业务需求": "详细的业务需求描述", + "关联表": ["相关表 1", "相关表 2"], + "风险提示": ["潜在风险 1", "潜在风险 2"] +}} +``` + +## 注意事项 + +1. 字段命名遵循平台规范:主键以 F 开头,使用 PascalCase +2. 表名以 T_开头,使用模块前缀 +3. 考虑必填字段、默认值、数据长度等约束 +4. 识别必要的业务关联关系 +5. 评估潜在的数据一致性和性能风险""" + + +GENERATE_PROMPT_TEMPLATE = """请根据需求分析结果,生成完整的平台配置方案。 + +## 需求分析结果 +{requirements} + +## 平台规则 +{platform_rules} + +## 类似案例参考 +{similar_cases} + +## 生成要求 + +请生成完整的配置方案,使用 JSON 格式,包含以下内容: + +# Note: Use {{ and }} to escape braces for .format() - rendered as literal { and } +```json +{{ + "table_sql": "建表 SQL 语句,包括主表和从表", + "function_config_sql": "功能配置 SQL 语句", + "page_config_sql": "页面配置 SQL 语句", + "menu_config_sql": "菜单配置 SQL 语句", + "ikey_config_sql": "IKEY 配置 SQL 语句", + "config_summary": {{ + "created_tables": ["表 1", "表 2"], + "main_entities": ["主要实体 1", "主要实体 2"], + "relationships": "表间关系说明" + }}, + "implementation_notes": "实施注意事项", + "validation_rules": ["验证规则 1", "验证规则 2"] +}} +``` + +## 配置规范 + +1. **建表 SQL**: + - 主键使用 FId 或 F+ 表名缩写 + Id + - 包含创建时间、创建人、更新时间、更新人等审计字段 + - 使用合适的索引提高查询性能 + +2. **功能配置**: + - 定义功能号、功能名称、功能类型 + - 配置数据权限和操作权限 + +3. **页面配置**: + - 配置表单布局、字段顺序 + - 设置字段属性(必填、只读、可见性) + +4. **菜单配置**: + - 配置菜单层级、图标、排序 + +5. **IKEY 配置**: + - 配置编码规则、生成策略 + +## 注意事项 + +- 所有 SQL 语句需要语法正确、可直接执行 +- 配置需要符合平台规范 +- 考虑扩展性和维护性 +- 提供必要的注释说明""" diff --git a/backend/app/core/rag_engine.py b/backend/app/core/rag_engine.py new file mode 100644 index 0000000..b810f23 --- /dev/null +++ b/backend/app/core/rag_engine.py @@ -0,0 +1,251 @@ +"""RAG Engine for ERP AI Assistant. + +This module provides the RAGEngine class that handles knowledge document +storage and retrieval using ChromaDB and sentence-transformers embeddings. +""" + +from typing import Optional + +import chromadb +from chromadb.config import Settings as ChromaSettings +from sentence_transformers import SentenceTransformer +from loguru import logger + +from app.config import get_settings + + +class RAGEngine: + """RAG Engine for knowledge document retrieval. + + This class wraps ChromaDB vector database and sentence-transformers + to provide semantic search over knowledge documents. + """ + + # Class-level singleton for embedding model (lazy loading) + _embedding_model: Optional[SentenceTransformer] = None + + def __init__(self) -> None: + """Initialize RAG engine with ChromaDB and embedding model.""" + settings = get_settings() + + # Initialize ChromaDB persistent client + logger.info(f"Initializing ChromaDB at: {settings.CHROMA_DB_PATH}") + self.chroma_client = chromadb.PersistentClient( + path=settings.CHROMA_DB_PATH, + settings=ChromaSettings(anonymized_telemetry=False) + ) + + # Load sentence-transformers embedding model (lazy loading, singleton) + logger.info(f"Loading embedding model: {settings.EMBEDDING_MODEL}") + self.embedding_model = self._get_embedding_model(settings.EMBEDDING_MODEL) + + # Get or create documents collection + self.documents_collection = self.chroma_client.get_or_create_collection( + name="documents" + ) + + # Store chunking settings + self.chunk_size = settings.CHUNK_SIZE + self.chunk_overlap = settings.CHUNK_OVERLAP + + logger.info( + f"RAG Engine initialized: chunk_size={self.chunk_size}, " + f"chunk_overlap={self.chunk_overlap}" + ) + + @classmethod + def _get_embedding_model(cls, model_name: str) -> SentenceTransformer: + """Get or create the embedding model (lazy loading, singleton). + + Args: + model_name: Name of the embedding model to load + + Returns: + SentenceTransformer embedding model instance + """ + if cls._embedding_model is None: + logger.info(f"Loading embedding model: {model_name}") + cls._embedding_model = SentenceTransformer(model_name) + return cls._embedding_model + + def _split_text(self, text: str) -> list[str]: + """Split text into overlapping chunks. + + Args: + text: The text to split + + Returns: + List of chunk strings + """ + if not text: + return [] + + chunks = [] + start = 0 + text_length = len(text) + + while start < text_length: + end = start + self.chunk_size + chunk = text[start:end] + + if chunk.strip(): # Only add non-empty chunks + chunks.append(chunk) + + start += self.chunk_size - self.chunk_overlap + + # Avoid infinite loop if overlap >= chunk_size + if self.chunk_overlap >= self.chunk_size: + start += 1 + + return chunks + + def _delete_chunks_for_doc(self, doc_id: str) -> None: + """Delete all chunks associated with a document. + + Args: + doc_id: The document ID to delete chunks for + """ + try: + # Find all chunks for this document + results = self.documents_collection.get( + where={"doc_id": doc_id}, + include=[] + ) + if results and results.get("ids"): + self.documents_collection.delete(ids=results["ids"]) + logger.debug(f"Deleted {len(results['ids'])} chunks for document '{doc_id}'") + except Exception as e: + logger.warning(f"Failed to delete chunks for document '{doc_id}': {e}") + + def add_document( + self, + doc_id: str, + content: str, + metadata: Optional[dict] = None + ) -> int: + """Add a document to the knowledge base. + + Args: + doc_id: Unique identifier for the document + content: The document content to index + metadata: Optional metadata dict to store with the document + + Returns: + Number of chunks added + + Raises: + ValueError: If content is empty + """ + if not content or not content.strip(): + raise ValueError("Cannot add empty document") + + try: + # Delete existing chunks for this doc_id (handles duplicates) + self._delete_chunks_for_doc(doc_id) + + # Split content into chunks + chunks = self._split_text(content) + logger.info(f"Split document '{doc_id}' into {len(chunks)} chunks") + + if not chunks: + return 0 + + # Generate embeddings for all chunks + logger.debug(f"Generating embeddings for {len(chunks)} chunks") + embeddings = self.embedding_model.encode(chunks) + + # Prepare chunk IDs and metadata + chunk_ids = [f"{doc_id}_chunk_{i}" for i in range(len(chunks))] + + # Add metadata to each chunk + chunk_metadata = [] + base_metadata = metadata or {} + for i, chunk in enumerate(chunks): + meta = { + **base_metadata, + "doc_id": doc_id, + "chunk_index": i, + "total_chunks": len(chunks) + } + chunk_metadata.append(meta) + + # Add to ChromaDB + self.documents_collection.add( + ids=chunk_ids, + embeddings=embeddings.tolist(), + documents=chunks, + metadatas=chunk_metadata + ) + + logger.info(f"Added {len(chunks)} chunks for document '{doc_id}'") + return len(chunks) + + except Exception as e: + logger.error(f"Failed to add document '{doc_id}': {e}") + raise + + def search(self, query: str, top_k: int = 3) -> list[dict]: + """Search for relevant document chunks. + + Args: + query: The search query + top_k: Number of results to return (default: 3, max: 100) + + Returns: + List of dicts with 'content', 'metadata', and 'distance' + + Raises: + ValueError: If top_k exceeds maximum limit + """ + # Validate top_k + if top_k > 100: + raise ValueError(f"top_k cannot exceed 100 (got: {top_k})") + + if not query or not query.strip(): + logger.warning("Empty search query provided") + return [] + + try: + # Generate embedding for query + logger.debug(f"Generating embedding for query: {query[:50]}...") + query_embedding = self.embedding_model.encode([query]) + + # Query ChromaDB + results = self.documents_collection.query( + query_embeddings=query_embedding.tolist(), + n_results=top_k, + include=["documents", "metadatas", "distances"] + ) + + # Format results + formatted_results = [] + + if results and results.get("documents"): + documents = results["documents"][0] + metadatas = results["metadatas"][0] if results.get("metadatas") else [] + distances = results["distances"][0] if results.get("distances") else [] + + for i, content in enumerate(documents): + formatted_results.append({ + "content": content, + "metadata": metadatas[i] if i < len(metadatas) else {}, + "distance": distances[i] if i < len(distances) else None + }) + + logger.info(f"Found {len(formatted_results)} results for query") + return formatted_results + + except Exception as e: + logger.error(f"Search failed: {e}") + raise + + def close(self) -> None: + """Release resources and cleanup the RAG engine. + + This method should be called when the engine is no longer needed + to free up memory and other resources. + """ + logger.info("Closing RAG engine and releasing resources") + self.embedding_model = None + self.documents_collection = None + self.chroma_client = None diff --git a/backend/app/main.py b/backend/app/main.py new file mode 100644 index 0000000..fe1cdea --- /dev/null +++ b/backend/app/main.py @@ -0,0 +1,78 @@ +"""FastAPI application entry point for ERP AI Assistant. + +This module creates and configures the main FastAPI application instance. +""" + +from fastapi import FastAPI +from fastapi.middleware.cors import CORSMiddleware + +from app.config import get_settings +from app.api import analyze, generate, execute + +# Get application settings +settings = get_settings() + +# Create FastAPI application instance +app = FastAPI( + title=settings.APP_NAME, + version="1.0.0", + debug=settings.DEBUG, + description="AI-powered assistant for ERP platform configuration" +) + +# Configure CORS middleware for frontend communication +# For development: allow all origins with port 5173 +# For production: configure specific origins in environment +app.add_middleware( + CORSMiddleware, + allow_origins=["*"] if settings.DEBUG else [ + "http://localhost:5173", + "http://127.0.0.1:5173", + ], + allow_credentials=True, + allow_methods=["*"], + allow_headers=["*"], +) + +# Register API routers +app.include_router(analyze.router, prefix="/api/v1", tags=["Analysis"]) +app.include_router(generate.router, prefix="/api/v1", tags=["Generation"]) +app.include_router(execute.router, prefix="/api/v1", tags=["Execution"]) + + +@app.get("/", tags=["Root"]) +async def root() -> dict: + """Root endpoint returning application info. + + Returns: + Dictionary with application name, version, and status + """ + return { + "message": settings.APP_NAME, + "version": "1.0.0", + "status": "running" + } + + +@app.get("/health", tags=["Health"]) +async def health_check() -> dict: + """Health check endpoint for monitoring. + + Returns: + Dictionary with health status + """ + return { + "status": "healthy", + "version": "1.0.0" + } + + +if __name__ == "__main__": + import uvicorn + + uvicorn.run( + "app.main:app", + host="0.0.0.0", + port=8000, + reload=settings.DEBUG + ) \ No newline at end of file diff --git a/backend/app/models/__init__.py b/backend/app/models/__init__.py new file mode 100644 index 0000000..9f90690 --- /dev/null +++ b/backend/app/models/__init__.py @@ -0,0 +1 @@ +"""Pydantic models for ERP AI Assistant.""" \ No newline at end of file diff --git a/backend/app/models/request.py b/backend/app/models/request.py new file mode 100644 index 0000000..6b8558e --- /dev/null +++ b/backend/app/models/request.py @@ -0,0 +1,89 @@ +"""Request models for ERP AI Assistant API. + +This module defines Pydantic models for API request validation. +""" + +from typing import Optional + +from pydantic import BaseModel, Field + + +class AnalyzeRequest(BaseModel): + """Request model for requirement analysis. + + Attributes: + input_type: Type of input - 'natural_language' or 'structured' + content: Requirement content text + session_id: Optional session ID for context continuity + """ + + input_type: str = Field( + ..., + description="输入类型: natural_language | structured" + ) + content: str = Field(..., description="需求内容") + session_id: Optional[str] = Field(None, description="会话ID") + + model_config = { + "json_schema_extra": { + "examples": [ + { + "input_type": "natural_language", + "content": "创建一个销售订单管理页面", + "session_id": "session-123" + } + ] + } + } + + +class GenerateRequest(BaseModel): + """Request model for config generation. + + Attributes: + session_id: Session ID from previous analysis + requirements: Structured requirements from analysis + """ + + session_id: str = Field(..., description="会话ID") + requirements: dict = Field(..., description="结构化需求") + + model_config = { + "json_schema_extra": { + "examples": [ + { + "session_id": "session-123", + "requirements": { + "功能名称": "销售订单管理", + "功能类型": "列表页面" + } + } + ] + } + } + + +class ExecuteRequest(BaseModel): + """Request model for config execution. + + Attributes: + session_id: Session ID for tracking + confirmed: User confirmation flag + backup_enabled: Whether to create backup before execution + """ + + session_id: str = Field(..., description="会话ID") + confirmed: bool = Field(False, description="用户确认标识") + backup_enabled: bool = Field(True, description="是否启用备份") + + model_config = { + "json_schema_extra": { + "examples": [ + { + "session_id": "session-123", + "confirmed": True, + "backup_enabled": True + } + ] + } + } \ No newline at end of file diff --git a/backend/app/models/response.py b/backend/app/models/response.py new file mode 100644 index 0000000..8cba15a --- /dev/null +++ b/backend/app/models/response.py @@ -0,0 +1,133 @@ +"""Response models for ERP AI Assistant API. + +This module defines Pydantic models for API response formatting. +""" + +from typing import Any, Optional + +from pydantic import BaseModel, Field + + +class AnalyzeResponse(BaseModel): + """Response model for requirement analysis. + + Attributes: + session_id: Session ID for this analysis + status: Processing status + data: Structured requirement analysis result + """ + + session_id: str = Field(..., description="会话ID") + status: str = Field(..., description="处理状态") + data: dict = Field(..., description="结构化需求分析结果") + + model_config = { + "json_schema_extra": { + "examples": [ + { + "session_id": "session-123", + "status": "success", + "data": { + "功能名称": "销售订单管理", + "功能类型": "列表页面" + } + } + ] + } + } + + +class GenerateResponse(BaseModel): + """Response model for config generation. + + Attributes: + session_id: Session ID + status: Processing status + data: Generated SQL configuration + """ + + session_id: str = Field(..., description="会话ID") + status: str = Field(..., description="处理状态") + data: dict = Field(..., description="生成的SQL配置") + + model_config = { + "json_schema_extra": { + "examples": [ + { + "session_id": "session-123", + "status": "success", + "data": { + "sql_list": ["INSERT INTO SYS_FORM ...", "INSERT INTO SYS_MENU ..."] + } + } + ] + } + } + + +class ExecuteResponse(BaseModel): + """Response model for config execution. + + Attributes: + execution_id: Unique execution ID + status: Execution status + message: Human-readable result message + """ + + execution_id: str = Field(..., description="执行ID") + status: str = Field(..., description="执行状态") + message: str = Field(..., description="执行结果消息") + + model_config = { + "json_schema_extra": { + "examples": [ + { + "execution_id": "exec-456", + "status": "success", + "message": "成功执行 5 条SQL" + } + ] + } + } + + +class ErrorResponse(BaseModel): + """Response model for errors. + + Attributes: + error: Error details dictionary + """ + + error: dict = Field(..., description="错误详情") + + model_config = { + "json_schema_extra": { + "examples": [ + { + "error": { + "code": "VALIDATION_ERROR", + "message": "Invalid input", + "details": "Field 'input_type' must be 'natural_language' or 'structured'" + } + } + ] + } + } + + +class HealthResponse(BaseModel): + """Response model for health check. + + Attributes: + status: Service health status + version: Application version + """ + + status: str = Field(..., description="服务状态") + version: str = Field(default="1.0.0", description="版本号") + + model_config = { + "json_schema_extra": { + "examples": [{"status": "healthy", "version": "1.0.0"}] + } + } \ No newline at end of file diff --git a/backend/app/services/__init__.py b/backend/app/services/__init__.py new file mode 100644 index 0000000..37db02a --- /dev/null +++ b/backend/app/services/__init__.py @@ -0,0 +1 @@ +"""Service modules for ERP AI Assistant.""" \ No newline at end of file diff --git a/backend/app/services/config_service.py b/backend/app/services/config_service.py new file mode 100644 index 0000000..b714ae4 --- /dev/null +++ b/backend/app/services/config_service.py @@ -0,0 +1,135 @@ +"""Config Generation Service. + +This module provides the ConfigService class for generating ERP platform +configuration SQL based on structured requirements. +""" + +from typing import Dict, Any + +from loguru import logger + +from app.core.ai_engine import ClaudeEngine +from app.core.rag_engine import RAGEngine +from app.core.prompts import SYSTEM_PROMPT, GENERATE_PROMPT_TEMPLATE +from app.core.db_engine import DatabaseEngine + + +class ConfigService: + """Service for generating ERP platform configuration. + + This service uses Claude AI with RAG knowledge retrieval to generate + SQL configuration statements based on structured requirements. + """ + + def __init__(self) -> None: + """Initialize config service with required engines.""" + self.ai_engine = ClaudeEngine() + self.rag_engine = RAGEngine() + self.db_engine = DatabaseEngine() + logger.info("ConfigService initialized") + + async def generate( + self, + requirements: Dict[str, Any], + session_id: str + ) -> Dict[str, Any]: + """Generate configuration SQL based on requirements. + + Args: + requirements: Structured requirement specification + session_id: Session ID for tracking + + Returns: + Configuration plan with SQL statements + + Raises: + ValueError: If requirements are invalid + Exception: If generation fails + """ + if not requirements: + raise ValueError("Requirements cannot be empty") + + function_name = requirements.get("功能名称", "Unknown") + logger.info(f"[{session_id}] Starting config generation for: {function_name}") + + try: + # Step 1: Retrieve platform rules for form type + form_type = requirements.get("窗体类型", "0") + logger.debug(f"[{session_id}] Retrieving platform rules for form type: {form_type}") + platform_rules = self._get_platform_rules(form_type) + logger.info(f"[{session_id}] Retrieved platform rules") + + # Step 2: Retrieve similar cases + logger.debug(f"[{session_id}] Retrieving similar cases") + similar_cases = self._get_similar_cases(function_name) + logger.info(f"[{session_id}] Retrieved similar cases") + + # Step 3: Build prompt + prompt = GENERATE_PROMPT_TEMPLATE.format( + requirements=str(requirements), + platform_rules=platform_rules, + similar_cases=similar_cases + ) + + messages = [ + {"role": "user", "content": SYSTEM_PROMPT}, + {"role": "assistant", "content": "我已了解,请提供需求信息。"}, + {"role": "user", "content": prompt} + ] + + # Step 4: Call Claude API + logger.debug(f"[{session_id}] Calling Claude API for config generation") + response = await self.ai_engine.call_claude(messages, temperature=0.5) + + # Step 5: Parse JSON response + result = self.ai_engine.parse_json_response(response) + + logger.success(f"[{session_id}] Config generation completed") + return result + + except Exception as e: + logger.error(f"[{session_id}] Config generation failed: {e}") + raise + + def _get_platform_rules(self, form_type: str) -> str: + """Retrieve platform configuration rules for specific form type. + + Args: + form_type: Form type code + + Returns: + Platform rules text + """ + try: + results = self.rag_engine.search( + f"窗体类型{form_type}配置规则", + top_k=2 + ) + if not results: + return "未找到相关配置规则" + + return "\n\n".join([r["content"] for r in results]) + + except Exception as e: + logger.warning(f"Failed to retrieve platform rules: {e}") + return "无法获取平台配置规则" + + def _get_similar_cases(self, keywords: str) -> str: + """Retrieve similar configuration cases from knowledge base. + + Args: + keywords: Search keywords + + Returns: + Similar cases text + """ + try: + results = self.rag_engine.search(keywords, top_k=2) + if not results: + return "未找到相似案例" + + return "\n\n".join([r["content"] for r in results]) + + except Exception as e: + logger.warning(f"Failed to retrieve similar cases: {e}") + return "无法获取相似案例" \ No newline at end of file diff --git a/backend/app/services/requirement_service.py b/backend/app/services/requirement_service.py new file mode 100644 index 0000000..97cc3ac --- /dev/null +++ b/backend/app/services/requirement_service.py @@ -0,0 +1,147 @@ +"""Requirement Analysis Service. + +This module provides the RequirementService class for analyzing user requirements +using Claude AI with RAG knowledge retrieval. +""" + +from typing import Optional, Dict, Any +import uuid + +from loguru import logger + +from app.core.ai_engine import ClaudeEngine +from app.core.rag_engine import RAGEngine +from app.core.prompts import SYSTEM_PROMPT, ANALYZE_PROMPT_TEMPLATE +from app.core.db_engine import DatabaseEngine + + +class RequirementService: + """Service for analyzing user requirements with AI assistance. + + This service integrates Claude AI, RAG knowledge retrieval, and database + metadata to provide comprehensive requirement analysis. + """ + + def __init__(self) -> None: + """Initialize requirement service with required engines.""" + self.ai_engine = ClaudeEngine() + self.rag_engine = RAGEngine() + self.db_engine = DatabaseEngine() + logger.info("RequirementService initialized") + + async def analyze( + self, + user_input: str, + session_id: Optional[str] = None + ) -> Dict[str, Any]: + """Analyze user requirement and generate structured specification. + + Args: + user_input: Natural language requirement from user + session_id: Session ID for context management (auto-generated if None) + + Returns: + Structured requirement document as dictionary + + Raises: + ValueError: If user_input is empty + Exception: If AI analysis fails + """ + # Validate input + if not user_input or not user_input.strip(): + raise ValueError("User input cannot be empty") + + # Generate session ID if not provided + session_id = session_id or str(uuid.uuid4()) + logger.info(f"[{session_id}] Starting requirement analysis: {user_input[:50]}...") + + try: + # Step 1: Retrieve relevant knowledge from RAG + logger.debug(f"[{session_id}] Searching knowledge base") + knowledge_results = self.rag_engine.search(user_input, top_k=3) + knowledge_context = self._format_knowledge_context(knowledge_results) + logger.info(f"[{session_id}] Retrieved {len(knowledge_results)} knowledge chunks") + + # Step 2: Query existing database tables + logger.debug(f"[{session_id}] Querying existing tables") + existing_tables = self._get_existing_tables(user_input) + logger.info(f"[{session_id}] Retrieved existing table information") + + # Step 3: Build prompt + prompt = ANALYZE_PROMPT_TEMPLATE.format( + user_input=user_input, + knowledge_context=knowledge_context, + existing_tables=existing_tables + ) + + messages = [ + {"role": "user", "content": SYSTEM_PROMPT}, + {"role": "assistant", "content": "我已了解平台配置规范,请告诉我您的需求。"}, + {"role": "user", "content": prompt} + ] + + # Step 4: Call Claude API + logger.debug(f"[{session_id}] Calling Claude API") + response = await self.ai_engine.call_claude(messages, temperature=0.7) + + # Step 5: Parse JSON response + result = self.ai_engine.parse_json_response(response) + + function_name = result.get("功能名称", "Unknown") + logger.success(f"[{session_id}] Requirement analysis completed: {function_name}") + + return result + + except Exception as e: + logger.error(f"[{session_id}] Requirement analysis failed: {e}") + raise + + def _format_knowledge_context(self, knowledge_results: list) -> str: + """Format knowledge search results into context string. + + Args: + knowledge_results: List of knowledge search results + + Returns: + Formatted knowledge context string + """ + if not knowledge_results: + return "未找到相关知识库内容" + + context_parts = [] + for result in knowledge_results: + source = result.get("metadata", {}).get("source", "文档") + content = result.get("content", "") + if content: + context_parts.append(f"【{source}】\n{content}") + + return "\n\n".join(context_parts) if context_parts else "未找到相关知识库内容" + + def _get_existing_tables(self, user_input: str) -> str: + """Query existing database tables relevant to user input. + + Args: + user_input: User requirement text + + Returns: + Formatted string listing existing tables + """ + try: + # Query top 10 tables (simplified version - could be enhanced with relevance matching) + sql = """ + SELECT TOP 10 TABLE_NAME + FROM INFORMATION_SCHEMA.TABLES + WHERE TABLE_TYPE = 'BASE TABLE' + ORDER BY TABLE_NAME + """ + tables = self.db_engine.execute_sql(sql) + + if not tables: + return "未找到现有数据表" + + table_list = [f"- {t[0]}" for t in tables] + return "\n".join(table_list) + + except Exception as e: + logger.warning(f"Failed to query existing tables: {e}") + return "无法获取现有表信息" \ No newline at end of file diff --git a/backend/fix_dependencies.sh b/backend/fix_dependencies.sh new file mode 100644 index 0000000..8587691 --- /dev/null +++ b/backend/fix_dependencies.sh @@ -0,0 +1,31 @@ +#!/bin/bash +# 一键修复依赖问题脚本 + +echo "🔧 开始修复依赖问题..." + +cd backend + +# 激活虚拟环境 +if [ -d "venv" ]; then + echo "✓ 找到虚拟环境" + source venv/bin/activate +else + echo "✗ 未找到虚拟环境,正在创建..." + python3 -m venv venv + source venv/bin/activate +fi + +echo "📦 卸载冲突的包..." +pip uninstall -y numpy sentence-transformers huggingface-hub + +echo "📥 重新安装所有依赖..." +pip install -r requirements.txt + +echo "✅ 验证安装..." +python -c "import numpy; print(f'NumPy version: {numpy.__version__}')" +python -c "import sentence_transformers; print(f'SentenceTransformers installed successfully')" +python -c "import chromadb; print(f'ChromaDB installed successfully')" + +echo "" +echo "✨ 修复完成!现在可以运行后端服务:" +echo " python -m app.main" \ No newline at end of file diff --git a/backend/knowledge_base/documents/.gitkeep b/backend/knowledge_base/documents/.gitkeep new file mode 100644 index 0000000..e69de29 diff --git a/backend/pytest.ini b/backend/pytest.ini new file mode 100644 index 0000000..2af8612 --- /dev/null +++ b/backend/pytest.ini @@ -0,0 +1,8 @@ +[pytest] +asyncio_mode = auto +asyncio_default_fixture_loop_scope = function +testpaths = tests +python_files = test_*.py +python_classes = Test* +python_functions = test_* +addopts = -v --cov=app --cov-report=term-missing diff --git a/backend/requirements.txt b/backend/requirements.txt new file mode 100644 index 0000000..5cab936 --- /dev/null +++ b/backend/requirements.txt @@ -0,0 +1,21 @@ +fastapi==0.104.1 +uvicorn[standard]==0.24.0 +sqlalchemy==2.0.23 +pyodbc==5.0.1 +anthropic==0.18.1 +chromadb==0.4.18 +sentence-transformers==2.7.0 +pydantic==2.5.0 +pydantic-settings==2.1.0 +python-dotenv==1.0.0 +loguru==0.7.2 +tenacity==8.2.3 +python-jose[cryptography]==3.3.0 +pytest==7.4.3 +pytest-asyncio==0.21.1 +httpx==0.25.2 +pytest-cov==4.1.0 +pytest-mock==3.12.0 + +# Fix NumPy compatibility issue with chromadb +numpy<2.0.0 diff --git a/backend/scripts/init_knowledge.py b/backend/scripts/init_knowledge.py new file mode 100644 index 0000000..c79378c --- /dev/null +++ b/backend/scripts/init_knowledge.py @@ -0,0 +1,178 @@ +#!/usr/bin/env python3 +"""Initialize knowledge base with sample documents. + +This script adds sample knowledge documents to the RAG engine +for the ERP AI Assistant. +""" + +import sys +from pathlib import Path + +# NOTE: Development workaround to enable direct script execution. +# For production, use: python -m backend.scripts.init_knowledge +sys.path.insert(0, str(Path(__file__).parent.parent)) + +from loguru import logger +from app.core.rag_engine import RAGEngine + +# Sample document: Platform basics +PLATFORM_BASICS_CONTENT = """ +# ERP 平台基础知识 + +## 窗体类型 (Form Types) + +ERP 系统支持以下几种窗体类型: + +1. **标准窗体 (Standard Form)** + - 用于单一数据实体的 CRUD 操作 + - 包含字段、按钮、表格等基本控件 + - 适用于简单的数据录入和查询场景 + +2. **列表窗体 (List Form)** + - 用于展示多条记录的列表 + - 支持排序、筛选、分页功能 + - 可配置列显示和隐藏 + +3. **报表窗体 (Report Form)** + - 用于生成统计报表 + - 支持图表展示 + - 可导出 Excel、PDF 格式 + +4. **流程窗体 (Workflow Form)** + - 用于业务流程处理 + - 包含审批、流转、会签等功能 + - 支持流程状态跟踪 + +## 标准字段 (Standard Fields) + +系统预定义以下标准字段类型: + +1. **文本字段** + - ShortText: 短文本 (最多 255 字符) + - LongText: 长文本 (最多 4000 字符) + - Memo: 备注文本 (不限长度) + +2. **数值字段** + - Integer: 整数 + - Decimal: 小数 (可配置精度) + - Currency: 货币 (带币种符号) + +3. **日期字段** + - Date: 日期 + - DateTime: 日期时间 + - Time: 时间 + +4. **选择字段** + - Dropdown: 下拉选择 + - Radio: 单选 + - Checkbox: 复选框 + - MultiSelect: 多选 + +5. **关联字段** + - Lookup: 查找关联 + - Reference: 引用关联 + - Master-Detail: 主从关联 + +## 配置流程 (Configuration Process) + +### 1. 需求分析 +- 明确业务场景 +- 确定窗体类型 +- 梳理字段清单 + +### 2. 窗体设计 +- 创建新窗体 +- 配置窗体属性 +- 添加字段控件 + +### 3. 字段配置 +- 选择字段类型 +- 设置字段属性 (必填、只读、默认值等) +- 配置验证规则 + +### 4. 权限设置 +- 配置角色权限 +- 设置数据访问范围 +- 配置操作权限 + +### 5. 测试验证 +- 功能测试 +- 权限测试 +- 性能测试 + +### 6. 发布上线 +- 提交发布申请 +- 通过审批流程 +- 正式发布 + +## 常用术语 (Common Terms) + +- **窗体 (Form)**: 用户界面的基本单元,用于数据展示和操作 +- **字段 (Field)**: 窗体中的数据项,对应数据库列 +- **控件 (Control)**: 窗体上的可视化元素 +- **数据源 (Data Source)**: 窗体绑定的数据表或查询 +- **动作 (Action)**: 窗体上的操作按钮 +- **验证 (Validation)**: 数据输入的合法性检查 +- **权限 (Permission)**: 用户对资源的访问控制 +- **工作流 (Workflow)**: 业务流程的自动化流转 + +## 最佳实践 (Best Practices) + +1. **字段命名规范** + - 使用英文命名,遵循下划线分隔 + - 字段名应清晰表达业务含义 + - 避免使用系统保留字 + +2. **性能优化** + - 列表窗体配置合理的分页大小 + - 为常用查询字段建立索引 + - 避免在窗体中加载过多数据 + +3. **用户体验** + - 必填字段应明确标识 + - 提供清晰的错误提示 + - 常用操作应放在明显位置 + +4. **安全性** + - 敏感数据应设置访问权限 + - 用户输入应进行验证 + - 定期审计权限配置 +""" + + +def main() -> None: + """Initialize knowledge base with sample documents.""" + logger.info("Starting knowledge base initialization...") + + try: + # Initialize RAG engine + logger.info("Initializing RAG engine...") + rag = RAGEngine() + + # Add platform basics document + logger.info("Adding platform basics document...") + metadata = { + "title": "平台基础知识", + "category": "platform", + "language": "zh-CN", + "version": "1.0" + } + + chunks_added = rag.add_document( + doc_id="platform_basics", + content=PLATFORM_BASICS_CONTENT, + metadata=metadata + ) + + logger.success( + f"Knowledge base initialized successfully! " + f"Added {chunks_added} chunks from 'platform_basics' document." + ) + + except Exception as e: + logger.error(f"Failed to initialize knowledge base: {e}") + raise + + +if __name__ == "__main__": + main() diff --git a/backend/tests/__init__.py b/backend/tests/__init__.py new file mode 100644 index 0000000..2145597 --- /dev/null +++ b/backend/tests/__init__.py @@ -0,0 +1 @@ +"""Tests""" diff --git a/backend/tests/conftest.py b/backend/tests/conftest.py new file mode 100644 index 0000000..1b96e3d --- /dev/null +++ b/backend/tests/conftest.py @@ -0,0 +1,26 @@ +import pytest +from app.config import get_settings + + +@pytest.fixture +def test_settings(): + """Test settings""" + return get_settings() + + +@pytest.fixture +def mock_db_engine(mocker): + """Mock database engine""" + from app.core.db_engine import DatabaseEngine + return mocker.MagicMock(spec=DatabaseEngine) + + +@pytest.fixture +def mock_ai_engine(mocker): + """Mock AI engine with default parse_json_response behavior""" + from app.core.ai_engine import ClaudeEngine + mock_engine = mocker.MagicMock(spec=ClaudeEngine) + # Default behavior: returns a test function dict + # Can be overridden in individual tests via mock_ai_engine.parse_json_response.return_value = {...} + mock_engine.parse_json_response.return_value = {"function_name": "test_function"} + return mock_engine diff --git a/backend/tests/test_ai_engine.py b/backend/tests/test_ai_engine.py new file mode 100644 index 0000000..d007d9a --- /dev/null +++ b/backend/tests/test_ai_engine.py @@ -0,0 +1,148 @@ +import pytest +from app.core.ai_engine import ClaudeEngine + + +@pytest.fixture +def mock_settings(mocker): + """Mock settings for test isolation.""" + mock_settings = mocker.MagicMock() + mock_settings.ANTHROPIC_API_KEY = "test-key" + mock_settings.CLAUDE_MODEL = "claude-sonnet-4-6" + mock_settings.CLAUDE_MAX_TOKENS = 1024 + mock_settings.CLAUDE_TEMPERATURE = 0.7 + mocker.patch('app.core.ai_engine.get_settings', return_value=mock_settings) + return mock_settings + + +@pytest.fixture +def mock_anthropic_client(mocker): + """Mock Anthropic async client.""" + mock_client = mocker.AsyncMock() + mocker.patch('app.core.ai_engine.anthropic.AsyncAnthropic', return_value=mock_client) + return mock_client + + +def test_claude_engine_init(mocker, mock_settings): + """测试 Claude 引擎初始化""" + engine = ClaudeEngine() + assert engine.client is not None + assert engine.model == "claude-sonnet-4-6" + assert engine.max_tokens == 1024 + assert engine.temperature == 0.7 + + +def test_parse_json_response(mocker, mock_settings): + """测试 JSON 解析""" + engine = ClaudeEngine() + + # 测试纯 JSON + json_str = '{"name": "test", "value": 123}' + result = engine.parse_json_response(json_str) + assert result["name"] == "test" + assert result["value"] == 123 + + # 测试 markdown 代码块 + md_str = '```json\n{"name": "test"}\n```' + result = engine.parse_json_response(md_str) + assert result["name"] == "test" + + +def test_parse_json_response_empty_content(mocker, mock_settings): + """测试空内容错误处理""" + engine = ClaudeEngine() + + with pytest.raises(ValueError, match="Empty content provided"): + engine.parse_json_response("") + + with pytest.raises(ValueError, match="Empty content provided"): + engine.parse_json_response(" ") + + +def test_parse_json_response_invalid_json(mocker, mock_settings): + """测试无效 JSON 错误处理""" + engine = ClaudeEngine() + + # 无效 JSON 且无法提取任何代码块 + invalid_str = "This is not JSON at all" + with pytest.raises(ValueError, match="无法解析 Claude 返回的 JSON"): + engine.parse_json_response(invalid_str) + + # 无效的 JSON 代码块 + invalid_json_block = '```json\n{invalid json}\n```' + with pytest.raises(ValueError, match="无法解析 Claude 返回的 JSON"): + engine.parse_json_response(invalid_json_block) + + +def test_parse_json_response_code_block(mocker, mock_settings): + """测试代码块 JSON 解析""" + engine = ClaudeEngine() + + # 普通代码块(无 json 标签) + code_block = '```\n{"status": "ok"}\n```' + result = engine.parse_json_response(code_block) + assert result["status"] == "ok" + + +def test_parse_json_response_nested_json(mocker, mock_settings): + """测试嵌套 JSON 解析""" + engine = ClaudeEngine() + + # 带有一些额外文本的 JSON + text_with_json = 'Some text before {"key": "value"} and after' + result = engine.parse_json_response(text_with_json) + assert result["key"] == "value" + + # 嵌套 JSON + nested_json = '{"outer": {"inner": "value"}}' + result = engine.parse_json_response(nested_json) + assert result["outer"]["inner"] == "value" + + +@pytest.mark.asyncio +async def test_call_claude(mocker, mock_settings, mock_anthropic_client): + """测试 call_claude 方法""" + # 设置 mock 响应 + mock_response = mocker.MagicMock() + mock_response.content = [mocker.MagicMock(text="Hello, I am Claude")] + mock_anthropic_client.messages.create.return_value = mock_response + + engine = ClaudeEngine() + messages = [{"role": "user", "content": "Hello"}] + result = await engine.call_claude(messages) + + assert result == "Hello, I am Claude" + mock_anthropic_client.messages.create.assert_called_once_with( + model="claude-sonnet-4-6", + max_tokens=1024, + temperature=0.7, + messages=messages + ) + + +@pytest.mark.asyncio +async def test_call_claude_with_temperature(mocker, mock_settings, mock_anthropic_client): + """测试 call_claude 带温度参数""" + mock_response = mocker.MagicMock() + mock_response.content = [mocker.MagicMock(text="Response")] + mock_anthropic_client.messages.create.return_value = mock_response + + engine = ClaudeEngine() + messages = [{"role": "user", "content": "Hello"}] + result = await engine.call_claude(messages, temperature=1.5) + + assert result == "Response" + call_args = mock_anthropic_client.messages.create.call_args + assert call_args.kwargs["temperature"] == 1.5 + + +@pytest.mark.asyncio +async def test_call_claude_error(mocker, mock_settings, mock_anthropic_client): + """测试 call_claude 错误处理""" + # 设置 mock 抛出异常 + mock_anthropic_client.messages.create.side_effect = Exception("API Error") + + engine = ClaudeEngine() + messages = [{"role": "user", "content": "Hello"}] + + with pytest.raises(Exception, match="API Error"): + await engine.call_claude(messages) diff --git a/backend/tests/test_config_service.py b/backend/tests/test_config_service.py new file mode 100644 index 0000000..578fc8c --- /dev/null +++ b/backend/tests/test_config_service.py @@ -0,0 +1,94 @@ +"""Tests for Config Service. + +This module tests the ConfigService class for configuration generation. +""" + +import pytest +from unittest.mock import MagicMock, AsyncMock, patch +from app.services.config_service import ConfigService + + +@pytest.mark.asyncio +async def test_generate_config(): + """Test config generation with mocked dependencies.""" + with patch('app.services.config_service.ClaudeEngine') as MockClaudeEngine, \ + patch('app.services.config_service.RAGEngine') as MockRAGEngine, \ + patch('app.services.config_service.DatabaseEngine') as MockDBEngine: + + # Setup mocks + mock_ai_engine = MagicMock() + mock_ai_engine.call_claude = AsyncMock(return_value='{"配置方案": {"sql_list": ["INSERT INTO SYS_FORM..."]}}') + mock_ai_engine.parse_json_response = MagicMock(return_value={ + "配置方案": { + "sql_list": ["INSERT INTO SYS_FORM VALUES (...)"] + } + }) + MockClaudeEngine.return_value = mock_ai_engine + + mock_rag_engine = MagicMock() + mock_rag_engine.search = MagicMock(return_value=[ + {"content": "Sample rule", "metadata": {}} + ]) + MockRAGEngine.return_value = mock_rag_engine + + MockDBEngine.return_value = MagicMock() + + # Create service and test + service = ConfigService() + + requirements = { + "功能名称": "销售订单", + "功能号建议": "11-001", + "窗体类型": "5", + "主表名建议": "SA_ORDER", + "主表字段": [ + {"字段名": "订单号", "字段类型": "varchar(50)", "必填": True} + ] + } + + result = await service.generate(requirements, "test-session") + + assert result is not None + assert "配置方案" in result + + +@pytest.mark.asyncio +async def test_get_platform_rules(): + """Test platform rules retrieval.""" + with patch('app.services.config_service.ClaudeEngine'), \ + patch('app.services.config_service.RAGEngine') as MockRAGEngine, \ + patch('app.services.config_service.DatabaseEngine'): + + mock_rag_engine = MagicMock() + mock_rag_engine.search = MagicMock(return_value=[ + {"content": "Rule 1"}, + {"content": "Rule 2"} + ]) + MockRAGEngine.return_value = mock_rag_engine + + service = ConfigService() + rules = service._get_platform_rules("5") + + assert "Rule 1" in rules + assert "Rule 2" in rules + + +@pytest.mark.asyncio +async def test_get_similar_cases(): + """Test similar cases retrieval.""" + with patch('app.services.config_service.ClaudeEngine'), \ + patch('app.services.config_service.RAGEngine') as MockRAGEngine, \ + patch('app.services.config_service.DatabaseEngine'): + + mock_rag_engine = MagicMock() + mock_rag_engine.search = MagicMock(return_value=[ + {"content": "Case 1"}, + {"content": "Case 2"} + ]) + MockRAGEngine.return_value = mock_rag_engine + + service = ConfigService() + cases = service._get_similar_cases("销售订单") + + assert "Case 1" in cases + assert "Case 2" in cases \ No newline at end of file diff --git a/backend/tests/test_db_engine.py b/backend/tests/test_db_engine.py new file mode 100644 index 0000000..bc81ee3 --- /dev/null +++ b/backend/tests/test_db_engine.py @@ -0,0 +1,25 @@ +import pytest +from app.core.db_engine import DatabaseEngine + + +def test_database_engine_init(): + """测试数据库引擎初始化""" + engine = DatabaseEngine() + assert engine.engine is not None + assert engine.Session is not None + + +def test_execute_sql_select(): + """测试执行 SELECT 查询""" + engine = DatabaseEngine() + result = engine.execute_sql("SELECT 1 AS test") + assert result is not None + assert len(result) > 0 + + +def test_table_exists(): + """测试表存在性检查""" + engine = DatabaseEngine() + # 假设 SYS_FORM 表存在 + exists = engine.table_exists("SYS_FORM") + assert exists is True diff --git a/backend/tests/test_executor.py b/backend/tests/test_executor.py new file mode 100644 index 0000000..2ba086e --- /dev/null +++ b/backend/tests/test_executor.py @@ -0,0 +1,141 @@ +"""Tests for Config Executor. + +This module tests the ConfigExecutor class for SQL validation and execution. +""" + +import pytest +from unittest.mock import MagicMock, patch +from app.core.executor import ConfigExecutor + + +def test_executor_init(): + """Test executor initialization.""" + executor = ConfigExecutor() + assert executor.db_engine is not None + + +def test_validate_sql_safe(): + """Test validation of safe SQL statements.""" + executor = ConfigExecutor() + + # Test SELECT + is_valid, msg = executor.validate_sql("SELECT * FROM SYS_FORM") + assert is_valid is True + assert "验证通过" in msg + + # Test INSERT + is_valid, msg = executor.validate_sql( + "INSERT INTO SYS_FORM (IKEY, FORM_NAME) VALUES (1, 'Test')" + ) + assert is_valid is True + + # Test UPDATE with safe WHERE clause + is_valid, msg = executor.validate_sql( + "UPDATE SYS_FORM SET FORM_NAME = 'Test' WHERE IKEY = 1" + ) + assert is_valid is True + + +def test_validate_sql_dangerous(): + """Test validation catches dangerous SQL statements.""" + executor = ConfigExecutor() + + # Test DROP DATABASE + is_valid, msg = executor.validate_sql("DROP DATABASE test_db") + assert is_valid is False + assert "危险操作" in msg + + # Test DROP TABLE + is_valid, msg = executor.validate_sql("DROP TABLE users") + assert is_valid is False + assert "危险操作" in msg + + # Test TRUNCATE + is_valid, msg = executor.validate_sql("TRUNCATE TABLE important_data") + assert is_valid is False + assert "危险操作" in msg + + # Test DELETE without WHERE + is_valid, msg = executor.validate_sql("DELETE FROM users") + assert is_valid is False + assert "危险操作" in msg + + +def test_execute_config_success(): + """Test successful execution of SQL list.""" + with patch('app.core.executor.DatabaseEngine') as MockDBEngine: + mock_db_engine = MagicMock() + mock_db_engine.execute_transaction = MagicMock(return_value=True) + MockDBEngine.return_value = mock_db_engine + + executor = ConfigExecutor() + + sql_list = [ + "INSERT INTO SYS_FORM (IKEY, FORM_NAME) VALUES (1, 'Test1')", + "INSERT INTO SYS_FORM (IKEY, FORM_NAME) VALUES (2, 'Test2')" + ] + + result = executor.execute_config(sql_list, session_id="test-session") + + assert result["success"] is True + assert len(result["executed"]) == 2 + assert result["failed"] is None + assert "成功执行" in result["message"] + + +def test_execute_config_validation_failure(): + """Test execution fails when SQL validation fails.""" + executor = ConfigExecutor() + + sql_list = [ + "SELECT * FROM SYS_FORM", + "DROP DATABASE test" # Dangerous SQL + ] + + result = executor.execute_config(sql_list, session_id="test-session") + + assert result["success"] is False + assert result["failed"] is not None + assert "验证失败" in result["message"] + assert len(result["executed"]) == 0 + + +def test_execute_config_execution_failure(): + """Test execution handles database errors.""" + with patch('app.core.executor.DatabaseEngine') as MockDBEngine: + mock_db_engine = MagicMock() + mock_db_engine.execute_transaction = MagicMock( + side_effect=Exception("Database connection error") + ) + MockDBEngine.return_value = mock_db_engine + + executor = ConfigExecutor() + + sql_list = ["SELECT * FROM SYS_FORM"] + + result = executor.execute_config(sql_list, session_id="test-session") + + assert result["success"] is False + assert result["failed"] is not None + assert "执行失败" in result["message"] + + +def test_rollback_placeholder(): + """Test rollback functionality placeholder.""" + executor = ConfigExecutor() + + result = executor.rollback(session_id="test-session") + + assert result["success"] is False + assert "待实现" in result["message"] + + +def test_dangerous_keywords_exist(): + """Test that dangerous keywords list is properly defined.""" + executor = ConfigExecutor() + + assert hasattr(executor, 'DANGEROUS_KEYWORDS') + assert len(executor.DANGEROUS_KEYWORDS) > 0 + assert "DROP DATABASE" in executor.DANGEROUS_KEYWORDS + assert "DROP TABLE" in executor.DANGEROUS_KEYWORDS + assert "TRUNCATE TABLE" in executor.DANGEROUS_KEYWORDS \ No newline at end of file diff --git a/backend/tests/test_prompts.py b/backend/tests/test_prompts.py new file mode 100644 index 0000000..9c76840 --- /dev/null +++ b/backend/tests/test_prompts.py @@ -0,0 +1,36 @@ +"""Tests for prompt templates.""" + +from app.core.prompts import SYSTEM_PROMPT, ANALYZE_PROMPT_TEMPLATE, GENERATE_PROMPT_TEMPLATE + + +def test_system_prompt_exists(): + """测试系统 Prompt 存在""" + assert SYSTEM_PROMPT is not None + assert len(SYSTEM_PROMPT) > 100 + # Test for stable characteristics rather than exact wording + assert "ERP" in SYSTEM_PROMPT + assert "配置" in SYSTEM_PROMPT + + +def test_analyze_prompt_template(): + """测试需求解析模板""" + rendered = ANALYZE_PROMPT_TEMPLATE.format( + user_input="创建销售订单", + knowledge_context="测试知识", + existing_tables="测试表" + ) + assert "创建销售订单" in rendered + assert "测试知识" in rendered + assert "测试表" in rendered + + +def test_generate_prompt_template(): + """测试配置生成模板""" + rendered = GENERATE_PROMPT_TEMPLATE.format( + requirements="需求分析结果", + platform_rules="平台规则", + similar_cases="类似案例" + ) + assert "需求分析结果" in rendered + assert "平台规则" in rendered + assert "类似案例" in rendered diff --git a/backend/tests/test_rag_engine.py b/backend/tests/test_rag_engine.py new file mode 100644 index 0000000..01c2684 --- /dev/null +++ b/backend/tests/test_rag_engine.py @@ -0,0 +1,156 @@ +"""Tests for RAG Engine. + +This module tests the RAGEngine class for document indexing and retrieval. +""" + +import pytest +from unittest.mock import MagicMock, patch +from app.core.rag_engine import RAGEngine + + +def test_rag_engine_init(): + """Test RAG engine initialization.""" + engine = RAGEngine() + assert engine.chroma_client is not None + assert engine.documents_collection is not None + assert engine.chunk_size > 0 + assert engine.chunk_overlap >= 0 + assert engine.chunk_overlap < engine.chunk_size + + +def test_split_text_basic(): + """Test basic text splitting functionality.""" + engine = RAGEngine() + + # Test with text longer than chunk_size + long_text = "A" * 1000 + chunks = engine._split_text(long_text) + + assert len(chunks) > 0 + assert all(len(chunk) <= engine.chunk_size for chunk in chunks) + assert all(chunk.strip() for chunk in chunks) # No empty chunks + + +def test_split_text_empty(): + """Test splitting empty text.""" + engine = RAGEngine() + + # Test with empty text + assert engine._split_text("") == [] + assert engine._split_text(" ") == [] + + +def test_split_text_overlap(): + """Test text splitting with overlap.""" + engine = RAGEngine() + + # Test that chunks overlap correctly + text = "A" * 600 + chunks = engine._split_text(text) + + if len(chunks) > 1: + # Check overlap exists between consecutive chunks + # (This is a basic check; actual overlap content depends on implementation) + assert len(chunks) > 1 + + +def test_add_document_success(): + """Test adding a document to the knowledge base.""" + engine = RAGEngine() + + # Mock the collection's add method + engine.documents_collection.add = MagicMock() + + doc_id = "test_doc_1" + content = "This is a test document for the knowledge base." + metadata = {"source": "test", "type": "sample"} + + num_chunks = engine.add_document(doc_id, content, metadata) + + assert num_chunks > 0 + assert engine.documents_collection.add.called + + # Verify add was called with correct parameters + call_args = engine.documents_collection.add.call_args + assert "ids" in call_args.kwargs + assert "embeddings" in call_args.kwargs + assert "documents" in call_args.kwargs + assert "metadatas" in call_args.kwargs + + +def test_add_document_empty_content(): + """Test that adding empty document raises ValueError.""" + engine = RAGEngine() + + with pytest.raises(ValueError, match="Cannot add empty document"): + engine.add_document("test_doc", "") + + with pytest.raises(ValueError, match="Cannot add empty document"): + engine.add_document("test_doc", " ") + + +def test_search_basic(): + """Test basic search functionality.""" + engine = RAGEngine() + + # Mock the collection's query method + mock_results = { + "documents": [["Result 1", "Result 2"]], + "metadatas": [[{"doc_id": "doc1"}, {"doc_id": "doc2"}]], + "distances": [[0.1, 0.2]] + } + engine.documents_collection.query = MagicMock(return_value=mock_results) + + results = engine.search("test query", top_k=2) + + assert len(results) == 2 + assert results[0]["content"] == "Result 1" + assert results[0]["metadata"]["doc_id"] == "doc1" + assert results[0]["distance"] == 0.1 + assert engine.documents_collection.query.called + + +def test_search_empty_query(): + """Test search with empty query returns empty results.""" + engine = RAGEngine() + + results = engine.search("", top_k=3) + assert results == [] + + results = engine.search(" ", top_k=3) + assert results == [] + + +def test_search_invalid_top_k(): + """Test that search with invalid top_k raises ValueError.""" + engine = RAGEngine() + + with pytest.raises(ValueError, match="top_k cannot exceed 100"): + engine.search("test", top_k=101) + + +def test_delete_chunks_for_doc(): + """Test deleting chunks for a document.""" + engine = RAGEngine() + + # Mock the get and delete methods + engine.documents_collection.get = MagicMock(return_value={ + "ids": ["doc1_chunk_0", "doc1_chunk_1"] + }) + engine.documents_collection.delete = MagicMock() + + engine._delete_chunks_for_doc("doc1") + + assert engine.documents_collection.get.called + assert engine.documents_collection.delete.called + + +def test_close(): + """Test closing the RAG engine releases resources.""" + engine = RAGEngine() + + engine.close() + + assert engine.embedding_model is None + assert engine.documents_collection is None + assert engine.chroma_client is None \ No newline at end of file diff --git a/backend/tests/test_requirement_service.py b/backend/tests/test_requirement_service.py new file mode 100644 index 0000000..d764262 --- /dev/null +++ b/backend/tests/test_requirement_service.py @@ -0,0 +1,116 @@ +"""Tests for Requirement Service. + +This module tests the RequirementService class for requirement analysis. +""" + +import pytest +from unittest.mock import MagicMock, AsyncMock, patch +from app.services.requirement_service import RequirementService + + +@pytest.mark.asyncio +async def test_analyze_requirement(): + """Test requirement analysis with mocked dependencies.""" + # Create service with mocked engines + with patch('app.services.requirement_service.ClaudeEngine') as MockClaudeEngine, \ + patch('app.services.requirement_service.RAGEngine') as MockRAGEngine, \ + patch('app.services.requirement_service.DatabaseEngine') as MockDBEngine: + + # Setup mocks + mock_ai_engine = MagicMock() + mock_ai_engine.call_claude = AsyncMock(return_value='{"功能名称": "销售订单管理", "功能类型": "列表页面"}') + mock_ai_engine.parse_json_response = MagicMock(return_value={ + "功能名称": "销售订单管理", + "功能类型": "列表页面" + }) + MockClaudeEngine.return_value = mock_ai_engine + + mock_rag_engine = MagicMock() + mock_rag_engine.search = MagicMock(return_value=[ + {"content": "Sample knowledge", "metadata": {"source": "docs"}} + ]) + MockRAGEngine.return_value = mock_rag_engine + + mock_db_engine = MagicMock() + mock_db_engine.execute_sql = MagicMock(return_value=[("SYS_FORM",), ("SYS_MENU",)]) + MockDBEngine.return_value = mock_db_engine + + # Create service and test + service = RequirementService() + result = await service.analyze( + user_input="创建一个销售订单管理页面", + session_id="test-session" + ) + + assert result is not None + assert "功能名称" in result + assert result["功能名称"] == "销售订单管理" + + +@pytest.mark.asyncio +async def test_analyze_requirement_without_session_id(): + """Test that session_id is auto-generated if not provided.""" + with patch('app.services.requirement_service.ClaudeEngine') as MockClaudeEngine, \ + patch('app.services.requirement_service.RAGEngine') as MockRAGEngine, \ + patch('app.services.requirement_service.DatabaseEngine') as MockDBEngine: + + # Setup mocks + mock_ai_engine = MagicMock() + mock_ai_engine.call_claude = AsyncMock(return_value='{"功能名称": "测试功能"}') + mock_ai_engine.parse_json_response = MagicMock(return_value={"功能名称": "测试功能"}) + MockClaudeEngine.return_value = mock_ai_engine + + mock_rag_engine = MagicMock() + mock_rag_engine.search = MagicMock(return_value=[]) + MockRAGEngine.return_value = mock_rag_engine + + mock_db_engine = MagicMock() + mock_db_engine.execute_sql = MagicMock(return_value=[]) + MockDBEngine.return_value = mock_db_engine + + # Test without session_id + service = RequirementService() + result = await service.analyze(user_input="测试输入") + + assert result is not None + assert "功能名称" in result + + +@pytest.mark.asyncio +async def test_get_existing_tables_success(): + """Test successful retrieval of existing tables.""" + with patch('app.services.requirement_service.ClaudeEngine'), \ + patch('app.services.requirement_service.RAGEngine'), \ + patch('app.services.requirement_service.DatabaseEngine') as MockDBEngine: + + mock_db_engine = MagicMock() + mock_db_engine.execute_sql = MagicMock(return_value=[ + ("SYS_FORM",), + ("SYS_MENU",), + ("SYS_USER",) + ]) + MockDBEngine.return_value = mock_db_engine + + service = RequirementService() + tables = service._get_existing_tables("测试") + + assert "SYS_FORM" in tables + assert "SYS_MENU" in tables + assert "SYS_USER" in tables + + +@pytest.mark.asyncio +async def test_get_existing_tables_failure(): + """Test handling of database query failure.""" + with patch('app.services.requirement_service.ClaudeEngine'), \ + patch('app.services.requirement_service.RAGEngine'), \ + patch('app.services.requirement_service.DatabaseEngine') as MockDBEngine: + + mock_db_engine = MagicMock() + mock_db_engine.execute_sql = MagicMock(side_effect=Exception("DB Error")) + MockDBEngine.return_value = mock_db_engine + + service = RequirementService() + tables = service._get_existing_tables("测试") + + assert "无法获取现有表信息" in tables \ No newline at end of file diff --git a/docs/CLAUDE_API_CONFIG.md b/docs/CLAUDE_API_CONFIG.md new file mode 100644 index 0000000..35f6828 --- /dev/null +++ b/docs/CLAUDE_API_CONFIG.md @@ -0,0 +1,146 @@ +# Claude API 配置指南 + +## 概述 + +本项目支持自定义 Anthropic API 的 base URL,允许您使用代理服务或自托管服务。 + +## 配置方法 + +### 1. 使用官方 Anthropic API(默认) + +在 `.env` 文件中配置: + +```bash +ANTHROPIC_API_KEY=your-api-key-here +# 不需要设置 ANTHROPIC_BASE_URL,将自动使用官方 API +``` + +### 2. 使用代理服务 + +如果您使用代理服务(例如 OpenRouter、AWS Bedrock 代理等),配置如下: + +```bash +ANTHROPIC_API_KEY=your-api-key-here +ANTHROPIC_BASE_URL=https://your-proxy-service.com/v1 +``` + +### 3. 使用自托管服务 + +如果您部署了自托管的 Claude API 兼容服务: + +```bash +ANTHROPIC_API_KEY=your-custom-key +ANTHROPIC_BASE_URL=http://localhost:8080/v1 +``` + +## 配置参数说明 + +| 参数 | 类型 | 必需 | 默认值 | 说明 | +|------|------|------|--------|------| +| `ANTHROPIC_API_KEY` | string | ✅ 是 | - | Anthropic API 密钥或自定义密钥 | +| `ANTHROPIC_BASE_URL` | string | ❌ 否 | `None` | 自定义 API 端点 URL | +| `CLAUDE_MODEL` | string | ❌ 否 | `claude-sonnet-4-6` | 使用的模型名称 | +| `CLAUDE_MAX_TOKENS` | int | ❌ 否 | `8192` | 最大生成 token 数 | +| `CLAUDE_TEMPERATURE` | float | ❌ 否 | `0.7` | 生成温度(0-2) | + +## 支持的代理服务示例 + +### OpenRouter + +```bash +ANTHROPIC_API_KEY=sk-or-xxx +ANTHROPIC_BASE_URL=https://openrouter.ai/api/v1 +CLAUDE_MODEL=anthropic/claude-sonnet-4-6 +``` + +### AWS Bedrock (通过代理) + +```bash +ANTHROPIC_API_KEY=your-aws-key +ANTHROPIC_BASE_URL=https://bedrock.us-east-1.amazonaws.com +CLAUDE_MODEL=anthropic.claude-3-sonnet-20240229-v1:0 +``` + +### Azure OpenAI (Claude 兼容) + +```bash +ANTHROPIC_API_KEY=your-azure-key +ANTHROPIC_BASE_URL=https://your-resource.openai.azure.com +CLAUDE_MODEL=claude-sonnet-4-6 +``` + +## 代码实现 + +配置在以下文件中实现: + +1. **配置定义**: `backend/app/config.py` + ```python + ANTHROPIC_BASE_URL: str | None = None # Optional custom base URL + ``` + +2. **API 客户端初始化**: `backend/app/core/ai_engine.py` + ```python + client_kwargs = {"api_key": settings.ANTHROPIC_API_KEY} + if settings.ANTHROPIC_BASE_URL: + client_kwargs["base_url"] = settings.ANTHROPIC_BASE_URL + self.client = anthropic.AsyncAnthropic(**client_kwargs) + ``` + +## 验证配置 + +启动后端服务后,检查日志输出: + +``` +[INFO] Using custom Anthropic base URL: https://your-proxy.com +``` + +如果看到此日志,说明自定义 base URL 已生效。 + +## 故障排查 + +### 问题 1: 连接超时 + +**症状**: API 调用超时或连接失败 + +**解决方案**: +- 检查 `ANTHROPIC_BASE_URL` 是否正确 +- 确认代理服务可访问 +- 检查网络防火墙设置 + +### 问题 2: 认证失败 + +**症状**: 401 Unauthorized 错误 + +**解决方案**: +- 验证 `ANTHROPIC_API_KEY` 是否正确 +- 确认代理服务的认证方式 +- 检查 API key 是否有权限访问指定模型 + +### 问题 3: 模型不存在 + +**症状**: 404 Not Found - Model not found + +**解决方案**: +- 确认代理服务支持您指定的 `CLAUDE_MODEL` +- 检查模型名称格式(不同服务可能使用不同的命名) + +## 安全建议 + +1. **不要提交 `.env` 文件到 Git** + - `.env` 文件已在 `.gitignore` 中 + - 只提交 `.env.example` 模板 + +2. **生产环境配置** + - 使用环境变量或密钥管理服务 + - 不要在代码中硬编码 API key + +3. **API Key 权限** + - 使用最小权限原则 + - 定期轮换 API key + - 监控 API 使用情况 + +## 相关文档 + +- [Anthropic API 文档](https://docs.anthropic.com/) +- [OpenRouter 文档](https://openrouter.ai/docs) +- [项目 README](./README.md) \ No newline at end of file diff --git a/docs/DEPENDENCY_FIXES.md b/docs/DEPENDENCY_FIXES.md new file mode 100644 index 0000000..10412d8 --- /dev/null +++ b/docs/DEPENDENCY_FIXES.md @@ -0,0 +1,288 @@ +# 依赖问题修复指南 + +## 🐛 已知问题及解决方案 + +### 问题 1: NumPy 2.0 兼容性错误 ✅ 已修复 + +**错误信息:** +``` +AttributeError: `np.float_` was removed in the NumPy 2.0 release. Use `np.float64` instead. +``` + +**原因:** +- ChromaDB 0.4.18 依赖旧版 NumPy API +- NumPy 2.0 移除了 `np.float_` 等类型别名 +- 版本冲突导致运行失败 + +**解决方案:** +已在 `requirements.txt` 中添加约束: +```txt +numpy<2.0.0 +``` + +### 问题 2: Sentence-Transformers 与 HuggingFace Hub 不兼容 ✅ 已修复 + +**错误信息:** +``` +ImportError: cannot import name 'cached_download' from 'huggingface_hub' +``` + +**原因:** +- sentence-transformers 2.2.2 使用了已弃用的 `cached_download` API +- 新版 huggingface_hub 移除了该 API + +**解决方案:** +已升级到兼容版本: +```txt +sentence-transformers==2.7.0 # 从 2.2.2 升级 +``` + +**修复步骤:** +```bash +cd backend +source venv/bin/activate # Windows: venv\Scripts\activate + +# 卸载当前 numpy +pip uninstall numpy -y + +# 重新安装依赖(会安装 numpy 1.x) +pip install -r requirements.txt + +# 验证 numpy 版本 +python -c "import numpy; print(numpy.__version__)" +# 应输出: 1.x.x (小于 2.0) +``` + +--- + +## 📦 依赖版本说明 + +### 核心依赖版本 + +| 包名 | 版本 | 说明 | +|------|------|------| +| numpy | < 2.0.0 | 降级以兼容 chromadb | +| chromadb | 0.4.18 | 向量数据库 | +| sentence-transformers | 2.2.2 | 文本嵌入模型 | +| fastapi | 0.104.1 | Web 框架 | +| anthropic | 0.18.1 | Claude API SDK | +| pydantic | 2.5.0 | 数据验证 | + +### 为什么锁定版本? + +1. **兼容性保证**: 避免主版本升级引入破坏性更改 +2. **可重现构建**: 确保开发和生产环境一致 +3. **安全性**: 便于安全审计和漏洞修复 + +--- + +## 🔄 更新依赖 + +### 更新单个包 + +```bash +pip install --upgrade package-name +pip freeze > requirements.txt # 更新版本 +``` + +### 更新所有包(谨慎) + +```bash +pip install --upgrade pip +pip-review --auto # 需要 pip-review 工具 +``` + +### 安全更新 + +仅更新补丁版本(修复 bug 和安全漏洞): +```bash +pip install --upgrade package-name==1.2.* # 保持在 1.2.x +``` + +--- + +## ⚠️ 常见依赖问题 + +### 问题 1: pip 安装超时 + +**解决方案:** +```bash +# 使用国内镜像 +pip install -r requirements.txt -i https://pypi.tuna.tsinghua.edu.cn/simple + +# 或配置全局镜像 +pip config set global.index-url https://pypi.tuna.tsinghua.edu.cn/simple +``` + +### 问题 2: pyodbc 安装失败 + +**原因:** 缺少 ODBC 驱动开发包 + +**解决方案:** + +**Ubuntu/Debian:** +```bash +sudo apt-get install unixodbc-dev +pip install pyodbc +``` + +**CentOS/RHEL:** +```bash +sudo yum install unixODBC-devel +pip install pyodbc +``` + +**Windows:** +无需额外操作,直接安装即可。 + +### 问题 3: sentence-transformers 下载模型慢 + +**原因:** HuggingFace 模型下载速度慢 + +**解决方案:** +```bash +# 使用镜像站 +export HF_ENDPOINT=https://hf-mirror.com + +# 或在 Python 代码中设置 +import os +os.environ['HF_ENDPOINT'] = 'https://hf-mirror.com' +``` + +### 问题 4: ChromaDB 初始化错误 + +**可能原因:** +- 权限问题 +- SQLite 版本过低 +- 磁盘空间不足 + +**解决方案:** +```bash +# 检查目录权限 +chmod -R 755 backend/knowledge_base/ + +# 检查 SQLite 版本(需要 >= 3.35.0) +python -c "import sqlite3; print(sqlite3.sqlite_version)" + +# 清理并重新初始化 +rm -rf backend/knowledge_base/chroma_db +``` + +--- + +## 🔍 依赖诊断命令 + +### 检查已安装版本 + +```bash +# 列出所有包 +pip list + +# 查看特定包信息 +pip show numpy + +# 检查过时的包 +pip list --outdated + +# 检查安全漏洞 +pip audit # 需要 pip-audit 工具 +``` + +### 依赖树分析 + +```bash +# 安装 pipdeptree +pip install pipdeptree + +# 查看依赖树 +pipdeptree + +# 查看反向依赖(谁依赖了这个包) +pipdeptree -r -p numpy +``` + +### 冲突检测 + +```bash +# 检查依赖冲突 +pip check + +# 查看版本约束 +pip-compile --dry-run requirements.txt +``` + +--- + +## 📝 最佳实践 + +### 1. 使用虚拟环境 + +```bash +# 创建虚拟环境 +python3 -m venv venv + +# 激活虚拟环境 +source venv/bin/activate # Linux/Mac +venv\Scripts\activate # Windows + +# 确认使用虚拟环境 +which python # Linux/Mac +where python # Windows +``` + +### 2. 定期更新依赖 + +```bash +# 每月检查更新 +pip list --outdated + +# 更新前查看变更日志 +pip install --upgrade package-name --dry-run +``` + +### 3. 锁定依赖版本 + +```bash +# 生成精确版本 +pip freeze > requirements.txt + +# 或使用 pip-tools +pip-compile requirements.in +``` + +### 4. 分离开发和生产依赖 + +创建 `requirements-dev.txt`: +```txt +-r requirements.txt + +pytest==7.4.3 +pytest-asyncio==0.21.1 +pytest-cov==4.1.0 +pytest-mock==3.12.0 +httpx==0.25.2 +``` + +--- + +## 🆘 依赖问题排查流程 + +1. **确认错误信息** → 找到具体的包名和错误类型 +2. **检查版本冲突** → `pip check` +3. **查看依赖关系** → `pipdeptree -r -p package-name` +4. **搜索已知问题** → GitHub Issues / Stack Overflow +5. **尝试降级/升级** → 调整版本约束 +6. **清理重新安装** → `pip cache purge && pip install -r requirements.txt` + +--- + +## 📚 相关资源 + +- [NumPy 2.0 迁移指南](https://numpy.org/doc/stable/numpy_2_0_migration_guide.html) +- [ChromaDB 文档](https://docs.trychroma.com/) +- [Python 依赖管理最佳实践](https://packaging.python.org/en/latest/guides/installing-using-pip-and-virtual-environments/) + +--- + +**更新时间**: 2026-03-21 +**适用版本**: v1.0.0+ \ No newline at end of file diff --git a/docs/FRONTEND_UPDATE.md b/docs/FRONTEND_UPDATE.md new file mode 100644 index 0000000..d1695f0 --- /dev/null +++ b/docs/FRONTEND_UPDATE.md @@ -0,0 +1,236 @@ +# 前端功能完善说明 + +## 🎉 已完成的功能 + +### 1. 完整的工作流程 + +前端现在支持完整的三个步骤工作流程: + +**步骤 1: 需求分析** +- 输入自然语言需求 +- 调用后端 `/api/v1/analyze` 接口 +- 展示结构化的分析结果 + +**步骤 2: 配置生成** +- 基于分析结果生成 SQL 配置 +- 调用后端 `/api/v1/generate` 接口 +- 展示 SQL 配置语句(只读预览) + +**步骤 3: 执行配置** +- 确认对话框(带安全警告) +- 调用后端 `/api/v1/execute` 接口 +- 展示执行结果(成功/失败) + +### 2. 新增功能组件 + +#### 📦 API 服务 (`frontend/src/api/index.js`) + +封装了三个核心 API 调用: +```javascript +analyzeRequirement(data) // 分析需求 +generateConfig(data) // 生成配置 +executeConfig(data) // 执行配置 +``` + +#### 🗃️ 状态管理 (`frontend/src/stores/function.js`) + +使用 Pinia 管理全局状态: +- `currentSession`: 当前会话 ID +- `analysisResult`: 需求分析结果 +- `configResult`: 配置生成结果 +- `executeResult`: 执行结果 +- `loading`: 各步骤加载状态 + +#### 🎨 UI 组件增强 (`frontend/src/views/CreateFunction.vue`) + +**步骤指示器:** +- 清晰展示当前进度 +- 三步流程可视化 + +**需求分析结果展示:** +- 使用 `el-descriptions` 展示基本信息 +- 使用 `el-table` 展示字段列表 +- 支持标签显示(功能类型、必填项等) + +**SQL 配置预览:** +- 使用等宽字体显示 SQL +- 15 行高度文本框 +- 只读模式,防止误修改 + +**执行确认对话框:** +- 醒目的安全警告 +- 列出注意事项 +- 确认/取消按钮 + +**执行结果展示:** +- 成功/失败状态图标 +- 详细消息展示 +- "创建新功能"按钮重新开始 + +### 3. 交互优化 + +✅ **加载状态**: 所有异步操作都有 loading 状态 +✅ **错误处理**: 友好的错误提示消息 +✅ **表单验证**: 必填项验证 +✅ **操作确认**: 危险操作二次确认 +✅ **状态重置**: 支持重新开始整个流程 + +## 📋 使用指南 + +### 启动前端服务 + +```bash +cd frontend +npm install +npm run dev +``` + +### 访问应用 + +- 本地: http://localhost:5173 +- 局域网: http://192.168.1.100:5173 + +### 完整操作流程 + +1. **输入需求** + ``` + 创建一个销售订单管理页面,包含订单号、客户、订单日期、金额字段 + ``` + +2. **点击"开始分析需求"** + - 等待 1-3 秒(取决于 Claude API 响应时间) + - 查看分析结果(功能名称、类型、字段等) + +3. **点击"生成配置方案"** + - 等待 AI 生成 SQL 配置 + - 仔细检查 SQL 语句 + +4. **点击"确认并执行"** + - 阅读安全警告 + - 点击"确认执行"按钮 + - 查看执行结果 + +5. **完成** + - 成功: 显示成功消息 + - 失败: 显示错误详情 + +## 🔧 技术实现 + +### 状态管理流程 + +``` +用户输入 + ↓ +分析需求 → 保存 analysisResult + sessionId + ↓ +生成配置 → 保存 configResult (包含 SQL) + ↓ +执行配置 → 保存 executeResult (成功/失败) +``` + +### API 调用示例 + +```javascript +// 1. 分析需求 +const analyzeResult = await analyzeRequirement({ + content: '创建销售订单管理页面', + session_id: null // 后端自动生成 +}) + +// 2. 生成配置 +const configResult = await generateConfig({ + session_id: analyzeResult.session_id, + requirements: analyzeResult.data +}) + +// 3. 执行配置 +const executeResult = await executeConfig({ + session_id: analyzeResult.session_id, + confirmed: true, + backup_enabled: true +}) +``` + +## ⚠️ 注意事项 + +### 1. 后端必须先启动 + +前端依赖后端 API,请确保: +```bash +cd backend +python -m app.main +``` + +### 2. 环境配置 + +确保后端 `.env` 已配置: +- `ANTHROPIC_API_KEY`: Claude API 密钥 +- `DB_*`: 数据库连接信息 + +### 3. 测试数据 + +首次测试建议使用简单的需求: +``` +创建一个简单的用户管理页面 +``` + +### 4. 跨域问题 + +开发环境已配置 CORS: +- 后端允许所有来源 (`DEBUG=True`) +- 前端代理 `/api` 到后端 + +## 🐛 已知问题 + +### 问题 1: API 超时 + +**现象**: 分析需求时超时 + +**原因**: Claude API 响应慢或网络问题 + +**解决**: +- 检查网络连接 +- 确认 API Key 有效 +- 查看后端日志 + +### 问题 2: 数据库连接失败 + +**现象**: 执行配置失败 + +**原因**: 数据库配置错误或服务未启动 + +**解决**: +- 检查 `.env` 数据库配置 +- 确认 SQL Server 运行中 +- 测试数据库连接 + +## 🚀 后续优化建议 + +### 功能增强 +- [ ] SQL 语法高亮 +- [ ] 配置导出功能 +- [ ] 历史记录查看 +- [ ] 配置模板库 +- [ ] 批量操作 + +### UI/UX 优化 +- [ ] 深色模式 +- [ ] 响应式布局优化 +- [ ] 加载动画优化 +- [ ] 快捷键支持 + +### 性能优化 +- [ ] API 响应缓存 +- [ ] 长文本虚拟滚动 +- [ ] 懒加载优化 + +## 📚 相关文档 + +- [后端 API 文档](http://localhost:8000/docs) +- [局域网访问配置](./LAN_ACCESS.md) +- [依赖问题修复](./DEPENDENCY_FIXES.md) + +--- + +**更新时间**: 2026-03-21 +**版本**: v1.1.0 \ No newline at end of file diff --git a/docs/GIT_GUIDE.md b/docs/GIT_GUIDE.md new file mode 100644 index 0000000..7884eeb --- /dev/null +++ b/docs/GIT_GUIDE.md @@ -0,0 +1,266 @@ +# Git 操作指南 - 撤回和重新添加文件 + +## ✅ 已完成的操作 + +### 1. 撤回暂存区 + +已执行 `git reset` 命令,清空了暂存区的所有文件。 + +## 📝 修改的 .gitignore + +已在 `.gitignore` 中添加以下规则: + +```gitignore +# Project specific - 忽略知识库文档 +backend/knowledge_base/documents/*.docx +backend/knowledge_base/documents/*.xlsx +backend/knowledge_base/documents/*.pdf +backend/knowledge_base/documents/*.pptx +backend/knowledge_base/documents/*.vsdx +backend/knowledge_base/documents/*.xls + +# Temporary files - 忽略临时文件 +*.tmp +*.temp +*.bak +*.swp +*~ + +# Archives - 忽略压缩包 +*.zip +*.tar.gz +*.rar +*.7z +``` + +## 🔍 下一步操作 + +### 1. 查看将要提交的文件 + +先查看哪些文件会被添加: + +```bash +# 查看所有未跟踪的文件 +git status + +# 或者更详细地查看 +git status --short +``` + +### 2. 重新添加文件 + +确认文件列表无误后: + +```bash +# 方式 1: 添加所有文件(推荐) +git add . + +# 方式 2: 逐个添加文件类型(更安全) +git add backend/app/ +git add backend/tests/ +git add backend/*.txt backend/*.ini +git add backend/.env.example +git add frontend/src/ +git add frontend/*.json frontend/*.js frontend/*.html +git add *.md .gitignore +``` + +### 3. 检查暂存区 + +添加后再次检查: + +```bash +# 查看暂存区状态 +git status + +# 查看暂存区的文件列表 +git diff --cached --name-only + +# 查看具体改动 +git diff --cached +``` + +### 4. 提交 + +确认无误后提交: + +```bash +git commit -m "feat: implement ERP AI Assistant Phase 1 + +- Backend: FastAPI + SQLAlchemy + Claude API + RAG +- Frontend: Vue 3 + Element Plus + Pinia +- Features: requirement analysis, config generation, safe execution +- Security: SQL injection prevention, parameterized queries +- Support: LAN access, custom API endpoint" +``` + +## 🎯 建议忽略的文件 + +如果发现还有其他不需要提交的文件,可以在 `.gitignore` 中添加: + +### 常见需要忽略的文件类型 + +```gitignore +# 大文件 +*.dmg +*.iso +*.img + +# 编译产物 +*.class +*.exe +*.dll +*.so +*.dylib + +# 包文件 +*.jar +*.war +*.ear + +# 日志文件 +logs/ +*.log + +# 数据文件 +*.csv +*.dat +*.out + +# 模型文件(如果很大的话) +*.model +*.pkl +*.h5 +*.pt +*.pth +``` + +### 项目特定的忽略规则 + +```gitignore +# 知识库向量数据库(可能很大) +backend/knowledge_base/chroma_db/ + +# 用户上传的文档 +backend/knowledge_base/documents/ + +# 测试覆盖率报告 +htmlcov/ +.coverage + +# 本地配置 +.env.local +.env.*.local +``` + +## 🔧 Git 常用命令 + +### 撤回操作 + +```bash +# 撤回所有已 add 的文件 +git reset + +# 撤回特定文件 +git reset + +# 撤回最近一次 commit(保留修改) +git reset --soft HEAD~1 + +# 撤回最近一次 commit(丢弃修改,慎用) +git reset --hard HEAD~1 +``` + +### 查看状态 + +```bash +# 查看当前状态 +git status + +# 查看简洁状态 +git status -s + +# 查看分支信息 +git branch -a + +# 查看提交历史 +git log --oneline --graph +``` + +### 删除已跟踪的文件 + +如果某个文件已经被 git 跟踪,想要从版本控制中移除: + +```bash +# 从 Git 中移除但保留本地文件 +git rm --cached + +# 从 Git 和本地都删除 +git rm + +# 从 Git 中移除整个文件夹 +git rm -r --cached +``` + +## 📋 快速检查清单 + +提交前检查: + +- [ ] 是否包含 `.env` 文件?(不应包含) +- [ ] 是否包含 `venv/` 或 `node_modules/`?(不应包含) +- [ ] 是否包含大文件?(不应包含) +- [ ] 是否包含临时文件?(不应包含) +- [ ] 是否包含日志文件?(不应包含) +- [ ] 是否包含个人配置?(不应包含) + +## 🚨 常见问题 + +### 问题 1: 文件已经在 .gitignore 中,但仍然被跟踪 + +**原因**: 文件在添加 .gitignore 规则之前就已经被 git 跟踪了 + +**解决方案**: +```bash +# 从 Git 中移除但保留本地文件 +git rm --cached + +# 然后提交 +git commit -m "chore: remove tracked file from version control" +``` + +### 问题 2: 添加了不该添加的文件 + +**解决方案**: +```bash +# 1. 撤回添加 +git reset + +# 2. 更新 .gitignore + +# 3. 重新添加 +git add . +``` + +### 问题 3: 如何只提交特定文件 + +**解决方案**: +```bash +# 只提交代码文件 +git add *.py *.vue *.js + +# 只提交特定目录 +git add backend/app/ frontend/src/ + +# 交互式添加 +git add -p +``` + +## 📚 相关资源 + +- [Git 官方文档](https://git-scm.com/doc) +- [.gitignore 模板集合](https://github.com/github/gitignore) +- [Git Flow 工作流](https://www.atlassian.com/git/tutorials/comparing-workflows/gitflow-workflow) + +--- + +**更新时间**: 2026-03-21 \ No newline at end of file diff --git a/docs/IMPLEMENTATION_REPORT.md b/docs/IMPLEMENTATION_REPORT.md new file mode 100644 index 0000000..349f839 --- /dev/null +++ b/docs/IMPLEMENTATION_REPORT.md @@ -0,0 +1,289 @@ +# ERP AI Assistant - Phase 1 实施完成报告 + +## 📋 项目概述 + +已完成 Phase 1 的所有核心任务,建立了 ERP AI 助手的基础架构和核心功能。 + +## ✅ 已完成任务 + +### 后端基础设施 (Tasks 1-7) + +1. **项目初始化和配置管理** ✓ + - 创建 `backend/requirements.txt` - 所有 Python 依赖 + - 创建 `backend/.env.example` - 环境变量模板 + - 创建 `backend/app/config.py` - Pydantic v2 配置管理 + - 实现配置验证和安全编码 + +2. **Pytest 配置和测试基础设施** ✓ + - 创建 `backend/pytest.ini` - pytest 配置 + - 创建 `backend/tests/conftest.py` - 测试固件和 mocks + - 配置 asyncio 支持和覆盖率报告 + +3. **数据库引擎实现** ✓ + - 创建 `backend/app/core/db_engine.py` + - 实现连接池管理 (pool_size=20, max_overflow=10) + - 实现上下文管理器会话管理 + - **安全加固**: 使用参数化查询防止 SQL 注入 + +4. **AI 引擎基础实现** ✓ + - 创建 `backend/app/core/ai_engine.py` + - 集成 Claude API (Anthropic SDK) + - 实现 JSON 响应解析(支持纯 JSON、markdown 代码块、{} 块) + +5. **Prompt 模板设计** ✓ + - 创建 `backend/app/core/prompts.py` + - 定义系统 Prompt 和分析/生成模板 + +6. **RAG 引擎基础实现** ✓ + - 创建 `backend/app/core/rag_engine.py` + - 集成 ChromaDB 向量数据库 + - 集成 sentence-transformers 嵌入模型 + - 实现文档分块、嵌入和语义搜索 + +7. **需求解析服务实现** ✓ + - 创建 `backend/app/services/requirement_service.py` + - 整合 AI 引擎 + RAG 引擎 + 数据库引擎 + - 实现需求分析流程(知识检索 → 表结构查询 → AI 分析) + +8. **执行引擎实现** ✓ + - 创建 `backend/app/core/executor.py` + - 实现 SQL 安全验证(拦截 DROP/TRUNCATE/DELETE 等) + - 实现事务执行和错误处理 + +### API 层实现 (Tasks 8-10) + +9. **API 基础结构** ✓ + - 创建 `backend/app/models/request.py` - 请求模型 + - 创建 `backend/app/models/response.py` - 响应模型 + - 创建 `backend/app/main.py` - FastAPI 应用入口 + - 配置 CORS 中间件 + +10. **需求解析 API** ✓ + - 创建 `backend/app/api/analyze.py` + - POST `/api/v1/analyze` - 分析用户需求 + +### 前端实现 (Tasks 11-12) + +11. **前端项目初始化** ✓ + - 创建 `frontend/package.json` - Vue 3 + Vite + - 创建 `frontend/vite.config.js` - 开发服务器和代理配置 + - 创建 `frontend/src/main.js` - 应用入口 + - 创建 `frontend/src/App.vue` - 根组件 + +12. **前端路由和布局** ✓ + - 创建 `frontend/src/router/index.js` - 路由配置 + - 创建 `frontend/src/views/Layout.vue` - 主布局(侧边栏 + 头部) + - 创建 `frontend/src/views/CreateFunction.vue` - 功能创建页面 + - 创建 `frontend/src/views/History.vue` - 历史记录页面 + +### 执行和配置服务 (Tasks 13-15) + +13. **配置生成服务** ✓ + - 创建 `backend/app/services/config_service.py` + - 创建 `backend/tests/test_config_service.py` + - 实现基于需求的 SQL 配置生成 + +14. **执行配置 API** ✓ + - 创建 `backend/app/api/generate.py` - POST `/api/v1/generate` + - 创建 `backend/app/api/execute.py` - POST `/api/v1/execute` + - 更新 `backend/app/main.py` 注册路由 + +## 📁 项目结构 + +``` +/data/erp-ass/ +├── backend/ +│ ├── app/ +│ │ ├── api/ +│ │ │ ├── __init__.py +│ │ │ ├── analyze.py +│ │ │ ├── generate.py +│ │ │ └── execute.py +│ │ ├── core/ +│ │ │ ├── __init__.py +│ │ │ ├── db_engine.py +│ │ │ ├── ai_engine.py +│ │ │ ├── prompts.py +│ │ │ ├── rag_engine.py +│ │ │ └── executor.py +│ │ ├── models/ +│ │ │ ├── __init__.py +│ │ │ ├── request.py +│ │ │ └── response.py +│ │ ├── services/ +│ │ │ ├── __init__.py +│ │ │ ├── requirement_service.py +│ │ │ └── config_service.py +│ │ ├── config.py +│ │ └── main.py +│ ├── tests/ +│ │ ├── conftest.py +│ │ ├── test_db_engine.py +│ │ ├── test_ai_engine.py +│ │ ├── test_prompts.py +│ │ ├── test_rag_engine.py +│ │ ├── test_requirement_service.py +│ │ ├── test_config_service.py +│ │ └── test_executor.py +│ ├── knowledge_base/ +│ │ └── documents/ +│ ├── scripts/ +│ ├── requirements.txt +│ ├── pytest.ini +│ └── .env.example +└── frontend/ + ├── src/ + │ ├── router/ + │ │ └── index.js + │ ├── views/ + │ │ ├── Layout.vue + │ │ ├── CreateFunction.vue + │ │ └── History.vue + │ ├── main.js + │ └── App.vue + ├── index.html + ├── vite.config.js + └── package.json +``` + +## 🔐 安全特性 + +1. **SQL 注入防护** + - 所有数据库查询使用参数化查询 + - 危险 SQL 操作拦截(DROP、TRUNCATE、DELETE without WHERE) + +2. **配置安全** + - 数据库密码 URL 编码(支持特殊字符) + - 环境变量管理敏感信息 + - Pydantic 配置验证 + +3. **事务保护** + - 自动提交/回滚机制 + - 上下文管理器管理会话 + +## 🚀 后续步骤 + +### 立即需要完成 + +1. **安装依赖** + ```bash + cd backend + python3 -m venv venv + source venv/bin/activate + pip install -r requirements.txt + + cd ../frontend + npm install + ``` + +2. **配置环境变量** + ```bash + cd backend + cp .env.example .env + # 编辑 .env 文件,填入真实的数据库和 Claude API 配置 + ``` + +3. **局域网访问配置** ✅ 已完成 + - 前端已配置 `host: '0.0.0.0'` + - 后端已配置 `host="0.0.0.0"` 和 CORS 策略 + - 详细配置参考: [docs/LAN_ACCESS.md](LAN_ACCESS.md) + +4. **初始化知识库** + - 将平台文档放入 `backend/knowledge_base/documents/` + - 运行知识库初始化脚本(需要创建) + +5. **Git 版本控制** + ```bash + git init + git add . + git commit -m "feat: implement Phase 1 - ERP AI Assistant foundation" + ``` + +### Phase 2 功能增强 + +1. **执行日志和审计系统** + - 创建 ExecutionLog 数据模型 + - 实现审计服务记录所有操作 + - 前端展示执行历史 + +2. **数据库元数据 API** + - 提供表结构查询接口 + - 支持智能表推荐 + +3. **知识库管理界面** + - 文档上传和管理 + - 知识库更新和版本控制 + +4. **配置预览组件** + - SQL 高亮显示 + - Monaco Editor 集成 + - 配置对比和修改 + +5. **执行监控组件** + - 实时进度显示 + - 错误详情展示 + - 回滚功能实现 + +### Phase 3 高级功能 + +1. **错误排查系统** + - SQL 日志监控 + - 智能错误诊断 + - 修复建议生成 + +2. **系统优化** + - 性能分析 + - 缓存管理 + - 权限优化 + +## 📝 注意事项 + +1. **环境限制** + - 当前环境无法执行 bash 命令(权限超时) + - 需要手动执行依赖安装和测试 + +2. **数据库配置** + - 需要 SQL Server 数据库连接 + - 确保数据库有 SYS_FORM、SYS_MENU 等系统表 + +3. **Claude API** + - 需要有效的 Anthropic API Key + - 推荐使用 `claude-sonnet-4-6` 模型 + +4. **测试覆盖** + - 所有测试文件已创建 + - 使用 mock 避免真实 API 调用 + - 需要配置环境后运行集成测试 + +## 🎯 技术栈总结 + +**后端:** +- Python 3.10+ +- FastAPI 0.104.1 +- SQLAlchemy 2.0.23 +- Anthropic SDK 0.18.1 +- ChromaDB 0.4.18 +- sentence-transformers 2.2.2 +- Pydantic 2.5.0 + +**前端:** +- Vue 3.3.8 +- Vite 5.0.4 +- Vue Router 4.2.5 +- Pinia 2.1.7 +- Element Plus 2.4.3 +- Axios 1.6.2 + +**数据库:** +- SQL Server (通过 pyodbc 5.0.1) +- ChromaDB (向量数据库) + +**AI 引擎:** +- Claude Sonnet 4.6 +- all-MiniLM-L6-v2 (嵌入模型) + +--- + +**实施日期:** 2026-03-21 +**完成状态:** Phase 1 全部完成 ✓ +**下一阶段:** Phase 2 - 功能增强 \ No newline at end of file diff --git a/docs/LAN_ACCESS.md b/docs/LAN_ACCESS.md new file mode 100644 index 0000000..1102abc --- /dev/null +++ b/docs/LAN_ACCESS.md @@ -0,0 +1,319 @@ +# 局域网访问配置指南 + +## 🌐 配置说明 + +本项目已配置支持局域网访问,允许团队在同一局域网内访问前端和后端服务。 + +## ✅ 已完成的配置 + +### 1. 前端配置 (Vite) + +**文件**: `frontend/vite.config.js` + +```javascript +server: { + host: '0.0.0.0', // 监听所有网络接口,允许局域网访问 + port: 5173, + proxy: { + '/api': { + target: 'http://localhost:8000', + changeOrigin: true + } + } +} +``` + +### 2. 后端配置 (FastAPI) + +**文件**: `backend/app/main.py` + +- **服务监听**: `host="0.0.0.0"` (已配置,监听所有网络接口) +- **CORS 策略**: + - 开发模式 (`DEBUG=True`): 允许所有来源 (`allow_origins=["*"]`) + - 生产模式: 仅允许 localhost + +## 🚀 使用步骤 + +### 1. 获取服务器 IP 地址 + +在运行服务的机器上执行: + +**Windows:** +```bash +ipconfig +``` +查找 "IPv4 地址",例如:`192.168.1.100` + +**Linux/Mac:** +```bash +ifconfig +# 或 +ip addr show +``` +查找 `inet` 地址,例如:`inet 192.168.1.100` + +### 2. 启动服务 + +**启动后端:** +```bash +cd backend +source venv/bin/activate # Windows: venv\Scripts\activate +python -m app.main +``` + +后端将监听: +- `http://0.0.0.0:8000` (所有网络接口) +- 可通过 `http://localhost:8000` 或 `http://192.168.1.100:8000` 访问 + +**启动前端:** +```bash +cd frontend +npm run dev +``` + +Vite 将输出: +``` + VITE v5.0.4 ready in xxx ms + + ➜ Local: http://localhost:5173/ + ➜ Network: http://192.168.1.100:5173/ +``` + +### 3. 局域网访问 + +在同一局域网的其他设备上,使用服务器 IP 地址访问: + +- **前端**: `http://192.168.1.100:5173` +- **后端 API**: `http://192.168.1.100:8000` +- **API 文档**: `http://192.168.1.100:8000/docs` + +## 🔥 防火墙配置 + +如果局域网内无法访问,需要检查防火墙设置。 + +### Windows 防火墙 + +**方法 1: 允许端口** +```powershell +# 以管理员身份运行 PowerShell +netsh advfirewall firewall add rule name="ERP AI Assistant - Frontend" dir=in action=allow protocol=tcp localport=5173 +netsh advfirewall firewall add rule name="ERP AI Assistant - Backend" dir=in action=allow protocol=tcp localport=8000 +``` + +**方法 2: 允许应用** +1. 打开 "Windows Defender 防火墙" +2. 点击 "允许应用通过防火墙" +3. 添加 `node.exe` 和 `python.exe` + +### Linux 防火墙 + +**UFW (Ubuntu):** +```bash +sudo ufw allow 5173/tcp +sudo ufw allow 8000/tcp +sudo ufw reload +``` + +**Firewalld (CentOS/RHEL):** +```bash +sudo firewall-cmd --permanent --add-port=5173/tcp +sudo firewall-cmd --permanent --add-port=8000/tcp +sudo firewall-cmd --reload +``` + +### 云服务器安全组 + +如果运行在云服务器上,需要在安全组中开放端口: +- 入站规则: 允许 TCP 端口 5173 和 8000 + +## 📱 测试访问 + +### 1. 本地测试 + +在服务器机器上测试: + +```bash +# 测试后端 +curl http://localhost:8000/health + +# 测试前端(浏览器访问) +http://localhost:5173 +``` + +### 2. 局域网测试 + +在其他设备上测试: + +```bash +# 测试后端(替换为实际 IP) +curl http://192.168.1.100:8000/health + +# 测试前端(浏览器访问) +http://192.168.1.100:5173 +``` + +## ⚠️ 安全注意事项 + +### 开发环境 + +当前配置适合开发环境: +- ✅ CORS 允许所有来源 (`allow_origins=["*"]`) +- ✅ 方便团队协作和测试 + +### 生产环境 + +**强烈建议**生产环境进行以下调整: + +1. **设置 `DEBUG=False`** + ```bash + # .env + DEBUG=False + ``` + +2. **配置具体允许的域名** + 修改 `backend/app/main.py`: + ```python + allow_origins=[ + "https://your-domain.com", + "https://erp.your-company.com", + ] + ``` + +3. **使用 HTTPS** + - 配置 SSL 证书 + - 使用 Nginx 反向代理 + +4. **使用环境变量管理 CORS** + 在 `.env` 中配置: + ```bash + ALLOWED_ORIGINS=https://domain1.com,https://domain2.com + ``` + +## 🔧 高级配置 + +### 自定义端口 + +如果默认端口被占用,可以修改: + +**前端** (`frontend/vite.config.js`): +```javascript +server: { + host: '0.0.0.0', + port: 3000, // 自定义端口 + // ... +} +``` + +**后端** (`backend/app/main.py`): +```python +uvicorn.run( + "app.main:app", + host="0.0.0.0", + port=8888, # 自定义端口 + reload=settings.DEBUG +) +``` + +### 使用 Nginx 反向代理 + +生产环境推荐使用 Nginx: + +```nginx +server { + listen 80; + server_name erp.your-company.com; + + # 前端 + location / { + proxy_pass http://127.0.0.1:5173; + proxy_set_header Host $host; + proxy_set_header X-Real-IP $remote_addr; + } + + # 后端 API + location /api/ { + proxy_pass http://127.0.0.1:8000/api/; + proxy_set_header Host $host; + proxy_set_header X-Real-IP $remote_addr; + } +} +``` + +## 📊 访问日志 + +查看访问日志,确认服务正常运行: + +**前端日志:** +```bash +# Vite 会显示访问日志 +npm run dev +``` + +**后端日志:** +```bash +# FastAPI/Uvicorn 会显示请求日志 +python -m app.main +``` + +## 🐛 故障排查 + +### 问题 1: 无法访问 + +**症状**: 局域网内其他设备无法访问 + +**检查清单:** +- ✅ 服务器 IP 地址是否正确 +- ✅ 防火墙是否开放端口 +- ✅ 服务是否正在运行 +- ✅ 是否在同一局域网内 + +**诊断命令:** +```bash +# 测试端口是否开放 +telnet 192.168.1.100 5173 +telnet 192.168.1.100 8000 + +# 或使用 nc +nc -zv 192.168.1.100 5173 +nc -zv 192.168.1.100 8000 +``` + +### 问题 2: CORS 错误 + +**症状**: 浏览器控制台显示 CORS 错误 + +**解决方案:** +- 确认 `DEBUG=True` 在 `.env` 中 +- 检查后端 CORS 配置 +- 查看浏览器控制台错误详情 + +### 问题 3: API 代理失败 + +**症状**: 前端无法调用后端 API + +**解决方案:** +- 检查后端是否在 `localhost:8000` 运行 +- 确认 Vite proxy 配置正确 +- 查看浏览器网络请求 + +## 📝 快速命令参考 + +```bash +# 查看本机 IP +ipconfig # Windows +ifconfig # Linux/Mac +ip addr show # Linux + +# 测试端口 +netstat -an | grep 5173 # Linux/Mac +netstat -an | findstr 5173 # Windows + +# 开放防火墙端口 +sudo ufw allow 5173/tcp # Ubuntu +sudo firewall-cmd --add-port=5173/tcp # CentOS +``` + +--- + +**更新时间**: 2026-03-21 +**适用版本**: v1.0.0+ \ No newline at end of file diff --git a/docs/QUICK_REFERENCE.md b/docs/QUICK_REFERENCE.md new file mode 100644 index 0000000..48a93e8 --- /dev/null +++ b/docs/QUICK_REFERENCE.md @@ -0,0 +1,58 @@ +# 快速配置卡片 + +## 🎯 局域网访问配置 + +### ✅ 已配置项目 + +1. **前端** - `frontend/vite.config.js` + ```javascript + host: '0.0.0.0' // ✓ 已添加 + ``` + +2. **后端** - `backend/app/main.py` + ```python + host="0.0.0.0" // ✓ 已配置 + allow_origins=["*"] if settings.DEBUG // ✓ 开发模式允许所有来源 + ``` + +### 📋 使用步骤 + +```bash +# 1. 查看服务器 IP +ipconfig # Windows +ifconfig # Linux/Mac + +# 2. 启动后端 +cd backend && python -m app.main + +# 3. 启动前端 +cd frontend && npm run dev + +# 4. 局域网访问 +# 前端: http://192.168.1.100:5173 +# 后端: http://192.168.1.100:8000 +``` + +### 🔥 防火墙快速配置 + +**Windows:** +```powershell +# 管理员 PowerShell +netsh advfirewall firewall add rule name="ERP Frontend" dir=in action=allow protocol=tcp localport=5173 +netsh advfirewall firewall add rule name="ERP Backend" dir=in action=allow protocol=tcp localport=8000 +``` + +**Linux (Ubuntu):** +```bash +sudo ufw allow 5173/tcp +sudo ufw allow 8000/tcp +``` + +### ⚠️ 安全提醒 + +- **开发环境**: `DEBUG=True` (允许所有来源) +- **生产环境**: `DEBUG=False` + 配置具体域名 + +--- + +详细说明: [docs/LAN_ACCESS.md](LAN_ACCESS.md) \ No newline at end of file diff --git a/docs/QUICK_START.md b/docs/QUICK_START.md new file mode 100644 index 0000000..a88f8bb --- /dev/null +++ b/docs/QUICK_START.md @@ -0,0 +1,386 @@ +# 🚀 快速上手指南 + +## 📋 前置条件 + +### 1. 后端配置 + +确保已完成后端配置和依赖安装: + +```bash +cd backend + +# 安装依赖(如果遇到问题,参考 docs/DEPENDENCY_FIXES.md) +pip install -r requirements.txt + +# 配置环境变量 +cp .env.example .env +# 编辑 .env 文件,配置数据库和 Claude API +``` + +**关键配置项:** +```bash +# 数据库配置 +DB_SERVER=192.168.120.19 +DB_PORT=1433 +DB_NAME=DMPF_HY +DB_USER=sa +DB_PASSWORD=your-password + +# Claude API 配置 +ANTHROPIC_API_KEY=your-claude-api-key +# 可选:使用自定义 API 端点 +# ANTHROPIC_BASE_URL=https://your-proxy.com/v1 +``` + +### 2. 前端配置 + +```bash +cd frontend + +# 安装依赖 +npm install +``` + +## 🎯 启动服务 + +### 启动后端 + +```bash +cd backend +source venv/bin/activate # Windows: venv\Scripts\activate +python -m app.main +``` + +**成功输出:** +``` +INFO: Uvicorn running on http://0.0.0.0:8000 +INFO: Application startup complete. +``` + +### 启动前端 + +**新终端窗口:** +```bash +cd frontend +npm run dev +``` + +**成功输出:** +``` + ➜ Local: http://localhost:5173/ + ➜ Network: http://192.168.1.100:5173/ +``` + +## 📱 使用流程 + +### 步骤 1: 访问应用 + +打开浏览器访问: +- **本地**: http://localhost:5173 +- **局域网**: http://192.168.1.100:5173 (替换为实际 IP) + +### 步骤 2: 输入需求 + +在"步骤 1: 输入需求"卡片中,输入自然语言需求,例如: + +``` +创建一个销售订单管理页面,包含订单号、客户、订单日期、金额、备注字段 +``` + +**示例需求:** + +**简单示例:** +``` +创建一个部门管理页面,包含部门名称、负责人、联系电话 +``` + +**中等复杂度:** +``` +创建一个客户档案管理页面,包含客户名称、联系人、电话、地址、客户类型,支持按客户类型筛选 +``` + +**复杂示例:** +``` +创建一个采购申请单,单据类型,包含申请单号、申请日期、申请人、部门、总金额,明细表包含物料编码、物料名称、数量、单价、金额 +``` + +### 步骤 3: 分析需求 + +点击 **"开始分析需求"** 按钮: + +- ⏳ 等待 1-3 秒(取决于 API 响应时间) +- ✅ 成功后显示结构化分析结果 +- 📊 包含:功能名称、功能类型、窗体类型、字段列表等 + +**示例输出:** +``` +功能名称: 销售订单管理 +功能类型: 列表页面 +功能号建议: 11-001 +窗体类型: 5 + +主表字段: +- 订单号 (varchar(50), 必填) +- 客户 (varchar(100), 必填) +- 订单日期 (datetime, 必填) +- 金额 (decimal(18,2), 必填) +- 备注 (varchar(500), 选填) +``` + +### 步骤 4: 生成配置 + +确认分析结果无误后,点击 **"生成配置方案"** 按钮: + +- ⏳ 等待 2-5 秒 +- ✅ 成功后显示生成的 SQL 配置 +- 📝 可以预览所有 SQL 语句 + +**SQL 预览示例:** +```sql +-- 创建功能号 +INSERT INTO SYS_FUNCTION (FUNCTION_ID, FUNCTION_NAME, ...) +VALUES ('11-001', '销售订单管理', ...); + +-- 创建页面配置 +INSERT INTO SYS_FORM (FORM_ID, FORM_NAME, ...) +VALUES (...); + +-- 创建表结构 +CREATE TABLE SA_ORDER ( + IKEY INT IDENTITY(1,1) PRIMARY KEY, + ORDER_NO VARCHAR(50) NOT NULL, + ... +); +``` + +### 步骤 5: 执行配置 + +仔细检查 SQL 语句后,点击 **"确认并执行"** 按钮: + +1. **安全警告对话框** + - ⚠️ 阅读警告信息 + - ✅ 确认无误后点击"确认执行" + +2. **执行过程** + - ⏳ 等待执行完成 + - 📊 实时显示执行结果 + +3. **执行结果** + - ✅ 成功: 显示"执行成功"消息 + - ❌ 失败: 显示错误详情 + +### 步骤 6: 完成 + +- 🎉 查看执行结果 +- 🔄 点击"创建新功能"开始下一个功能 + +## 🎨 界面说明 + +### 步骤指示器 + +顶部显示当前进度: +``` +○ 需求分析 → ○ 配置生成 → ○ 执行配置 +``` + +- **当前步骤**: 高亮显示 +- **已完成**: 绿色勾选 +- **未完成**: 灰色 + +### 卡片区域 + +#### 需求输入卡片 +- 文本框:输入自然语言需求 +- "开始分析需求"按钮 + +#### 分析结果卡片 +- 基本信息:功能名称、类型等 +- 字段列表:表格展示 +- 操作按钮:重新分析、生成配置 + +#### 配置方案卡片 +- SQL 预览:只读文本框 +- 操作按钮:返回修改、确认执行 + +#### 执行结果卡片 +- 成功/失败图标 +- 详细消息 +- "创建新功能"按钮 + +## ⚠️ 注意事项 + +### 1. 需求描述建议 + +**✅ 好的描述:** +- 清晰说明功能目的 +- 列出主要字段 +- 说明特殊需求 + +**示例:** +``` +创建一个库存预警设置页面,包含物料编码、物料名称、安全库存、预警阈值, +当库存低于预警阈值时自动标记为红色 +``` + +**❌ 不好的描述:** +``` +做一个库存页面 +``` +(太模糊,缺少关键信息) + +### 2. 检查分析结果 + +在生成配置前,务必检查: +- ✅ 功能名称是否正确 +- ✅ 字段是否完整 +- ✅ 字段类型是否合理 +- ✅ 必填项标记是否正确 + +如有问题,点击"重新分析"修改需求。 + +### 3. SQL 审查 + +执行前必须检查: +- ✅ 表名是否合理 +- ✅ 字段名是否符合规范 +- ✅ 数据类型是否正确 +- ✅ 外键关联是否正确 + +### 4. 数据库备份 + +**强烈建议:** +- 在生产环境执行前备份数据库 +- 先在测试环境验证 +- 记录执行的 SQL 语句 + +## 🐛 常见问题 + +### 问题 1: 分析需求超时 + +**现象:** 点击按钮后一直加载 + +**可能原因:** +- Claude API 响应慢 +- 网络连接问题 +- API Key 无效 + +**解决方案:** +1. 检查网络连接 +2. 验证 `ANTHROPIC_API_KEY` 是否有效 +3. 查看后端日志:`tail -f backend/logs/app.log` +4. 尝试更简单的需求 + +### 问题 2: 数据库执行失败 + +**现象:** 执行配置时显示失败 + +**可能原因:** +- 数据库连接失败 +- SQL 语法错误 +- 权限不足 +- 表已存在 + +**解决方案:** +1. 检查 `.env` 数据库配置 +2. 确认数据库服务运行中 +3. 检查 SQL Server 日志 +4. 使用数据库管理工具测试 SQL + +### 问题 3: 前端无法连接后端 + +**现象:** 前端显示网络错误 + +**解决方案:** +1. 确认后端已启动:访问 http://localhost:8000/health +2. 检查前端代理配置:`frontend/vite.config.js` +3. 查看浏览器控制台网络请求 +4. 确认 CORS 配置:后端 `DEBUG=True` + +### 问题 4: 分析结果不准确 + +**现象:** 生成的字段或类型不符合预期 + +**解决方案:** +- 更详细地描述需求 +- 在需求中明确字段类型 +- 使用更具体的业务术语 +- 多次尝试不同的描述方式 + +## 📚 进阶使用 + +### 自定义 API 端点 + +如需使用代理或自托管服务: + +```bash +# .env +ANTHROPIC_BASE_URL=https://your-proxy.com/v1 +``` + +参考 [Claude API 配置指南](./CLAUDE_API_CONFIG.md) + +### 局域网访问 + +团队成员可通过局域网访问: + +```bash +# 查看服务器 IP +ipconfig # Windows +ifconfig # Linux/Mac + +# 其他设备访问 +http://192.168.1.100:5173 +``` + +参考 [局域网访问配置](./LAN_ACCESS.md) + +### 查看历史记录 + +"历史记录"页面(即将推出): +- 查看所有执行记录 +- 重新执行历史配置 +- 导出配置方案 + +## 🎓 最佳实践 + +### 1. 开发流程 + +``` +需求分析 → 代码评审 → 测试环境验证 → 生产环境执行 +``` + +### 2. 命名规范 + +建议在需求中说明: +- 功能号格式:`模块-序号` (如:`11-001`) +- 表名前缀:业务含义 (如:`SA_` 销售) +- 字段名:有意义的英文 + +### 3. 版本管理 + +使用 Git 记录配置变更: + +```bash +# 执行成功后 +git add . +git commit -m "feat: add 销售订单管理功能" +``` + +### 4. 团队协作 + +- 使用相同的测试数据库 +- 共享需求模板 +- 定期同步配置规范 + +## 📞 获取帮助 + +遇到问题时: + +1. 📖 查看本文档 +2. 🔍 检查日志文件 +3. 📋 查看后端 API 文档: http://localhost:8000/docs +4. 💬 联系项目负责人 + +--- + +**祝您使用愉快!🎉** \ No newline at end of file diff --git a/docs/superpowers/plans/2026-03-21-erp-ai-assistant-phase1.md b/docs/superpowers/plans/2026-03-21-erp-ai-assistant-phase1.md new file mode 100644 index 0000000..b03b03a --- /dev/null +++ b/docs/superpowers/plans/2026-03-21-erp-ai-assistant-phase1.md @@ -0,0 +1,2460 @@ +# ERP智能助手系统实施计划 (Phase 1) + +> **For agentic workers:** REQUIRED SUB-SKILL: Use superpowers:subagent-driven-development (recommended) or superpowers:executing-plans to implement this plan task-by-task. Steps use checkbox (`- [ ]`) syntax for tracking. + +**Goal:** 构建一个可以通过自然语言或结构化表单配置ERP功能的Web应用,实现需求解析、配置生成、审核确认、执行监控的完整流程。 + +**Architecture:** 单体内核架构,Python FastAPI后端 + Vue 3前端。后端集成Claude API和RAG知识库,通过SQL Server直连操作ERP配置表。采用TDD开发,事务保护机制确保安全。 + +**Tech Stack:** +- 后端: FastAPI, SQLAlchemy, pyodbc, Claude API, ChromaDB, sentence-transformers +- 前端: Vue 3, Vite, Element Plus, Monaco Editor, Axios, Pinia +- 数据库: SQL Server, ChromaDB + +--- + +## 文件结构规划 + +### 后端文件职责划分 + +**配置层** +- `backend/app/config.py` - 应用配置管理(数据库、Claude API、知识库路径等) + +**数据访问层** +- `backend/app/core/db_engine.py` - 数据库连接池、事务管理、SQL执行 +- `backend/app/models/request.py` - API请求模型(Pydantic) +- `backend/app/models/response.py` - API响应模型 +- `backend/app/models/database.py` - 数据库表模型(SQLAlchemy ORM,如果需要) + +**核心引擎层** +- `backend/app/core/ai_engine.py` - Claude API客户端、Prompt模板、JSON解析 +- `backend/app/core/rag_engine.py` - 知识库检索、文档向量化、元数据查询 +- `backend/app/core/executor.py` - 配置执行器、事务编排、回滚机制 +- `backend/app/core/validator.py` - SQL验证、风险检查、注入防护 + +**业务逻辑层** +- `backend/app/services/requirement_service.py` - 需求解析服务(调用AI引擎) +- `backend/app/services/config_service.py` - 配置生成服务 +- `backend/app/services/execution_service.py` - 执行服务 + +**API层** +- `backend/app/api/analyze.py` - 需求解析API +- `backend/app/api/generate.py` - 配置生成API +- `backend/app/api/execute.py` - 执行配置API +- `backend/app/api/metadata.py` - 数据库元数据API +- `backend/app/api/history.py` - 历史记录API + +**入口文件** +- `backend/app/main.py` - FastAPI应用入口、中间件配置、路由注册 + +**工具脚本** +- `backend/scripts/init_knowledge.py` - 初始化知识库 +- `backend/scripts/import_docs.py` - 导入文档到知识库 + +**测试文件** +- `backend/tests/test_db_engine.py` - 数据库引擎测试 +- `backend/tests/test_ai_engine.py` - AI引擎测试 +- `backend/tests/test_api.py` - API集成测试 + +### 前端文件职责划分 + +**页面组件** +- `frontend/src/views/CreateFunction.vue` - 新建功能主页面(包含步骤器) +- `frontend/src/views/History.vue` - 历史记录页面 +- `frontend/src/views/Settings.vue` - 系统设置页面 + +**可复用组件** +- `frontend/src/components/RequirementInput.vue` - 需求输入组件(自然语言+结构化表单) +- `frontend/src/components/ConfigPreview.vue` - 配置预览组件(SQL预览+风险提示) +- `frontend/src/components/ExecutionMonitor.vue` - 执行监控组件(实时日志+进度条) + +**API调用** +- `frontend/src/api/index.js` - Axios实例、API方法封装 + +**状态管理** +- `frontend/src/store/index.js` - Pinia store(会话状态、执行状态) + +**路由配置** +- `frontend/src/router/index.js` - Vue Router配置 + +--- + +## 任务分解 + +### 任务1: 项目初始化和配置管理 + +**Files:** +- Create: `backend/requirements.txt` +- Create: `backend/.env.example` +- Create: `backend/app/config.py` +- Create: `backend/app/__init__.py` + +- [ ] **Step 1: 创建requirements.txt** + +```txt +fastapi==0.104.1 +uvicorn[standard]==0.24.0 +sqlalchemy==2.0.23 +pyodbc==5.0.1 +anthropic==0.18.1 +chromadb==0.4.18 +sentence-transformers==2.2.2 +pydantic==2.5.0 +pydantic-settings==2.1.0 +python-dotenv==1.0.0 +loguru==0.7.2 +tenacity==8.2.3 +python-jose[cryptography]==3.3.0 +pytest==7.4.3 +pytest-asyncio==0.21.1 +httpx==0.25.2 +``` + +- [ ] **Step 2: 创建.env.example** + +```env +APP_NAME=ERP AI Assistant +APP_ENV=development +DEBUG=True +SECRET_KEY=change-this-in-production + +# Database +DB_DRIVER=ODBC Driver 17 for SQL Server +DB_SERVER=192.168.120.19 +DB_PORT=1433 +DB_NAME=DMPF_HY +DB_USER=sa +DB_PASSWORD=your-password + +# Claude API +ANTHROPIC_API_KEY=your-claude-api-key +CLAUDE_MODEL=claude-sonnet-4-6 +CLAUDE_MAX_TOKENS=8192 +CLAUDE_TEMPERATURE=0.7 + +# Knowledge Base +KNOWLEDGE_BASE_PATH=./knowledge_base +CHROMA_DB_PATH=./knowledge_base/chroma_db +EMBEDDING_MODEL=all-MiniLM-L6-v2 +CHUNK_SIZE=500 +CHUNK_OVERLAP=50 +``` + +- [ ] **Step 3: 创建配置管理类** + +创建 `backend/app/config.py`: + +```python +from pydantic_settings import BaseSettings +from functools import lru_cache + + +class Settings(BaseSettings): + # Application + APP_NAME: str = "ERP AI Assistant" + APP_ENV: str = "development" + DEBUG: bool = True + SECRET_KEY: str + + # Database + DB_DRIVER: str + DB_SERVER: str + DB_PORT: int = 1433 + DB_NAME: str + DB_USER: str + DB_PASSWORD: str + + # Claude API + ANTHROPIC_API_KEY: str + CLAUDE_MODEL: str = "claude-sonnet-4-6" + CLAUDE_MAX_TOKENS: int = 8192 + CLAUDE_TEMPERATURE: float = 0.7 + + # Knowledge Base + KNOWLEDGE_BASE_PATH: str = "./knowledge_base" + CHROMA_DB_PATH: str = "./knowledge_base/chroma_db" + EMBEDDING_MODEL: str = "all-MiniLM-L6-v2" + CHUNK_SIZE: int = 500 + CHUNK_OVERLAP: int = 50 + + @property + def DATABASE_URL(self) -> str: + """构建数据库连接URL""" + return ( + f"mssql+pyodbc://{self.DB_USER}:{self.DB_PASSWORD}" + f"@{self.DB_SERVER}:{self.DB_PORT}/{self.DB_NAME}" + f"?driver={self.DB_DRIVER}" + ) + + class Config: + env_file = ".env" + case_sensitive = True + + +@lru_cache() +def get_settings() -> Settings: + """获取配置单例""" + return Settings() +``` + +- [ ] **Step 4: 创建__init__.py** + +创建 `backend/app/__init__.py`: + +```python +"""ERP AI Assistant Backend""" +__version__ = "1.0.0" +``` + +- [ ] **Step 5: 安装依赖并验证配置** + +```bash +cd backend +python -m venv venv +source venv/bin/activate # Windows: venv\Scripts\activate +pip install -r requirements.txt +``` + +验证: +```bash +python -c "from app.config import get_settings; s = get_settings(); print(s.APP_NAME)" +``` +Expected: 输出配置的APP_NAME或报错缺少必需的环境变量 + +- [ ] **Step 6: Commit** + +```bash +git add backend/ +git commit -m "chore: initialize project with config management" +``` + +--- + +### 任务2: Pytest配置和测试基础设施 + +**Files:** +- Create: `backend/pytest.ini` +- Create: `backend/tests/conftest.py` +- Update: `backend/requirements.txt` + +- [ ] **Step 1: 更新requirements.txt添加测试依赖** + +在 `backend/requirements.txt` 末尾添加: + +```txt +pytest-cov==4.1.0 +pytest-mock==3.12.0 +``` + +- [ ] **Step 2: 创建pytest.ini** + +创建 `backend/pytest.ini`: + +```ini +[pytest] +asyncio_mode = auto +testpaths = tests +python_files = test_*.py +python_classes = Test* +python_functions = test_* +addopts = -v --cov=app --cov-report=term-missing +``` + +- [ ] **Step 3: 创建conftest.py** + +创建 `backend/tests/conftest.py`: + +```python +import pytest +from app.config import get_settings + + +@pytest.fixture +def test_settings(): + """测试配置""" + return get_settings() + + +@pytest.fixture +def mock_db_engine(mocker): + """Mock数据库引擎""" + from app.core.db_engine import DatabaseEngine + return mocker.MagicMock(spec=DatabaseEngine) + + +@pytest.fixture +def mock_ai_engine(mocker): + """Mock AI引擎""" + from app.core.ai_engine import ClaudeEngine + mock_engine = mocker.MagicMock(spec=ClaudeEngine) + mock_engine.parse_json_response = lambda x: {"功能名称": "测试功能"} + return mock_engine +``` + +- [ ] **Step 4: 验证pytest配置** + +```bash +cd backend +pytest --version +``` +Expected: 显示pytest版本信息 + +- [ ] **Step 5: Commit** + +```bash +git add backend/pytest.ini backend/tests/conftest.py backend/requirements.txt +git commit -m "chore: add pytest configuration and test fixtures" +``` + +--- + +### 任务3: 数据库引擎实现 + +**Files:** +- Create: `backend/app/core/__init__.py` +- Create: `backend/app/core/db_engine.py` +- Create: `backend/tests/__init__.py` +- Create: `backend/tests/test_db_engine.py` + +- [ ] **Step 1: 创建测试文件** + +创建 `backend/tests/test_db_engine.py`: + +```python +import pytest +from app.core.db_engine import DatabaseEngine + + +def test_database_engine_init(): + """测试数据库引擎初始化""" + engine = DatabaseEngine() + assert engine.engine is not None + assert engine.Session is not None + + +def test_execute_sql_select(): + """测试执行SELECT查询""" + engine = DatabaseEngine() + result = engine.execute_sql("SELECT 1 AS test") + assert result is not None + assert len(result) > 0 + + +def test_table_exists(): + """测试表存在性检查""" + engine = DatabaseEngine() + # 假设SYS_FORM表存在 + exists = engine.table_exists("SYS_FORM") + assert exists is True +``` + +- [ ] **Step 2: 运行测试验证失败** + +```bash +cd backend +pytest tests/test_db_engine.py -v +``` +Expected: FAIL - 模块不存在 + +- [ ] **Step 3: 实现数据库引擎** + +创建 `backend/app/core/db_engine.py`: + +```python +from sqlalchemy import create_engine, text +from sqlalchemy.orm import sessionmaker +from contextlib import contextmanager +from loguru import logger +from app.config import get_settings + + +class DatabaseEngine: + """数据库操作引擎""" + + def __init__(self): + settings = get_settings() + self.engine = create_engine( + settings.DATABASE_URL, + pool_size=20, + max_overflow=10, + pool_pre_ping=True, + echo=settings.DEBUG + ) + self.Session = sessionmaker(bind=self.engine) + + @contextmanager + def get_session(self): + """获取数据库会话(上下文管理器)""" + session = self.Session() + try: + yield session + session.commit() + except Exception as e: + session.rollback() + logger.error(f"数据库操作失败: {e}") + raise + finally: + session.close() + + def execute_sql(self, sql: str, params: dict = None): + """执行单条SQL""" + with self.get_session() as session: + result = session.execute(text(sql), params or {}) + return result.fetchall() + + def execute_transaction(self, sql_list: list, params_list: list = None): + """执行事务(多条SQL)""" + params_list = params_list or [None] * len(sql_list) + with self.get_session() as session: + for sql, params in zip(sql_list, params_list): + session.execute(text(sql), params or {}) + return True + + def get_table_structure(self, table_name: str): + """获取表结构""" + sql = f""" + SELECT + COLUMN_NAME, + DATA_TYPE, + CHARACTER_MAXIMUM_LENGTH, + IS_NULLABLE, + COLUMN_DEFAULT + FROM INFORMATION_SCHEMA.COLUMNS + WHERE TABLE_NAME = '{table_name}' + ORDER BY ORDINAL_POSITION + """ + return self.execute_sql(sql) + + def table_exists(self, table_name: str) -> bool: + """检查表是否存在""" + sql = f""" + SELECT COUNT(*) + FROM INFORMATION_SCHEMA.TABLES + WHERE TABLE_NAME = '{table_name}' + """ + result = self.execute_sql(sql) + return result[0][0] > 0 +``` + +- [ ] **Step 4: 运行测试验证通过** + +```bash +cd backend +pytest tests/test_db_engine.py -v +``` +Expected: PASS - 所有测试通过 + +- [ ] **Step 5: Commit** + +```bash +git add backend/app/core/ backend/tests/ +git commit -m "feat: implement database engine with connection pooling" +``` + +--- + +### 任务3: AI引擎基础实现 + +**Files:** +- Create: `backend/app/core/ai_engine.py` +- Create: `backend/tests/test_ai_engine.py` + +- [ ] **Step 1: 创建AI引擎测试** + +创建 `backend/tests/test_ai_engine.py`: + +```python +import pytest +from app.core.ai_engine import ClaudeEngine + + +def test_claude_engine_init(): + """测试Claude引擎初始化""" + engine = ClaudeEngine() + assert engine.client is not None + assert engine.model == "claude-sonnet-4-6" + + +def test_parse_json_response(): + """测试JSON解析""" + engine = ClaudeEngine() + + # 测试纯JSON + json_str = '{"name": "test", "value": 123}' + result = engine.parse_json_response(json_str) + assert result["name"] == "test" + assert result["value"] == 123 + + # 测试markdown代码块 + md_str = '```json\n{"name": "test"}\n```' + result = engine.parse_json_response(md_str) + assert result["name"] == "test" +``` + +- [ ] **Step 2: 运行测试验证失败** + +```bash +pytest tests/test_ai_engine.py -v +``` +Expected: FAIL - 模块不存在 + +- [ ] **Step 3: 实现AI引擎基础** + +创建 `backend/app/core/ai_engine.py`: + +```python +import anthropic +import json +import re +from loguru import logger +from app.config import get_settings + + +class ClaudeEngine: + """Claude API调用引擎""" + + def __init__(self): + settings = get_settings() + self.client = anthropic.Anthropic(api_key=settings.ANTHROPIC_API_KEY) + self.model = settings.CLAUDE_MODEL + self.max_tokens = settings.CLAUDE_MAX_TOKENS + self.temperature = settings.CLAUDE_TEMPERATURE + + def parse_json_response(self, content: str) -> dict: + """解析Claude返回的JSON""" + # 尝试直接解析 + try: + return json.loads(content) + except json.JSONDecodeError: + pass + + # 尝试提取```json```块 + json_match = re.search(r'```json\s*(.*?)\s*```', content, re.DOTALL) + if json_match: + try: + return json.loads(json_match.group(1)) + except json.JSONDecodeError: + pass + + # 尝试提取{}块 + json_match = re.search(r'\{.*\}', content, re.DOTALL) + if json_match: + try: + return json.loads(json_match.group(0)) + except json.JSONDecodeError: + pass + + raise ValueError(f"无法解析Claude返回的JSON: {content[:100]}") + + async def call_claude(self, messages: list, temperature: float = None) -> str: + """调用Claude API""" + try: + response = self.client.messages.create( + model=self.model, + max_tokens=self.max_tokens, + temperature=temperature or self.temperature, + messages=messages + ) + return response.content[0].text + except Exception as e: + logger.error(f"Claude API调用失败: {e}") + raise +``` + +- [ ] **Step 4: 运行测试验证通过** + +```bash +pytest tests/test_ai_engine.py -v +``` +Expected: PASS + +- [ ] **Step 5: Commit** + +```bash +git add backend/app/core/ai_engine.py backend/tests/test_ai_engine.py +git commit -m "feat: implement Claude API engine with JSON parsing" +``` + +--- + +### 任务4: Prompt模板设计 + +**Files:** +- Create: `backend/app/core/prompts.py` +- Create: `backend/tests/test_prompts.py` + +- [ ] **Step 1: 创建Prompt测试** + +创建 `backend/tests/test_prompts.py`: + +```python +from app.core.prompts import SYSTEM_PROMPT, ANALYZE_PROMPT_TEMPLATE + + +def test_system_prompt_exists(): + """测试系统Prompt存在""" + assert SYSTEM_PROMPT is not None + assert len(SYSTEM_PROMPT) > 100 + assert "ERP平台配置专家" in SYSTEM_PROMPT + + +def test_analyze_prompt_template(): + """测试需求解析模板""" + rendered = ANALYZE_PROMPT_TEMPLATE.format( + user_input="创建销售订单", + knowledge_context="测试知识", + existing_tables="测试表" + ) + assert "创建销售订单" in rendered + assert "测试知识" in rendered +``` + +- [ ] **Step 2: 运行测试验证失败** + +```bash +pytest tests/test_prompts.py -v +``` +Expected: FAIL + +- [ ] **Step 3: 实现Prompt模板** + +创建 `backend/app/core/prompts.py`: + +```python +"""Prompt模板定义""" + + +SYSTEM_PROMPT = """你是一个ERP平台配置专家助手,专门帮助开发人员配置一零软件结构化开发平台。 + +你的职责: +1. 理解用户的功能需求 +2. 设计合理的数据库表结构 +3. 生成符合平台规范的配置方案 +4. 提供最佳实践建议 + +平台核心知识: +- 窗体类型:0-普通、3-单树、4-树表、5-单据列表、11-一对多等 +- 标准字段:IKEY(主键)、COMPANYID、DOCCODE、DOCDATE、DOCSTATUS等 +- 配置流程:建表 → 配置功能号 → 配置页面 → 配置菜单 → 配置IKEY +- 命名规范:SA_销售、PU_采购、ST_库存、FI_财务 + +输出要求: +- 必须提供完整的SQL脚本 +- 必须遵循平台配置规范 +- 必须包含风险评估 +- 使用JSON格式输出 +""" + + +ANALYZE_PROMPT_TEMPLATE = """用户需求:{user_input} + +参考知识: +{knowledge_context} + +现有相关表: +{existing_tables} + +请分析用户需求,输出结构化需求文档(JSON格式): +{{ + "功能名称": "xxx", + "功能号建议": "xx-xxx", + "窗体类型": "x", + "主表名建议": "XX_XXX", + "从表名建议": "XX_XXX_DETAIL", + "主表字段": [ + {{ + "字段名": "xxx", + "字段类型": "xxx", + "必填": true, + "默认值": "xxx", + "说明": "xxx" + }} + ], + "从表字段": [], + "业务需求": [], + "关联表": [], + "风险提示": [] +}} +""" + + +GENERATE_PROMPT_TEMPLATE = """结构化需求: +{requirements} + +平台配置规范: +{platform_rules} + +相似案例: +{similar_cases} + +请生成完整的配置方案,包括: +1. 建表SQL(主表、从表、日志表) +2. 功能号配置SQL +3. 页面配置SQL +4. 菜单配置SQL +5. IKEY配置SQL + +输出JSON格式: +{{ + "配置方案": {{ + "建表SQL": [ + {{ + "表名": "SA_ORDER", + "类型": "主表", + "SQL": "CREATE TABLE SA_ORDER (...)", + "说明": "销售订单主表" + }} + ], + "配置SQL": [ + {{ + "类型": "功能号配置", + "SQL": "INSERT INTO SYS_FORM (...)", + "说明": "配置功能号11-001" + }} + ] + }}, + "风险评估": [], + "建议后续操作": [] +}} +""" +``` + +- [ ] **Step 4: 运行测试验证通过** + +```bash +pytest tests/test_prompts.py -v +``` +Expected: PASS + +- [ ] **Step 5: Commit** + +```bash +git add backend/app/core/prompts.py backend/tests/test_prompts.py +git commit -m "feat: add prompt templates for requirement analysis and config generation" +``` + +--- + +### 任务5: 知识库引擎基础实现 + +**Files:** +- Create: `backend/app/core/rag_engine.py` +- Create: `backend/knowledge_base/documents/.gitkeep` +- Create: `backend/scripts/init_knowledge.py` + +- [ ] **Step 1: 创建知识库目录结构** + +```bash +mkdir -p backend/knowledge_base/documents +touch backend/knowledge_base/documents/.gitkeep +``` + +- [ ] **Step 2: 实现RAG引擎基础** + +创建 `backend/app/core/rag_engine.py`: + +```python +import chromadb +from chromadb.config import Settings as ChromaSettings +from sentence_transformers import SentenceTransformer +from loguru import logger +from app.config import get_settings + + +class RAGEngine: + """RAG检索引擎""" + + def __init__(self): + settings = get_settings() + + # 初始化向量数据库 + self.chroma_client = chromadb.PersistentClient( + path=settings.CHROMA_DB_PATH, + settings=ChromaSettings(anonymized_telemetry=False) + ) + + # 初始化嵌入模型 + logger.info(f"加载嵌入模型: {settings.EMBEDDING_MODEL}") + self.embedding_model = SentenceTransformer(settings.EMBEDDING_MODEL) + + # 获取或创建集合 + self.documents_collection = self.chroma_client.get_or_create_collection( + name="documents" + ) + + self.chunk_size = settings.CHUNK_SIZE + self.chunk_overlap = settings.CHUNK_OVERLAP + + def add_document(self, doc_id: str, content: str, metadata: dict = None): + """添加文档到知识库""" + # 分块 + chunks = self._split_text(content) + + # 生成嵌入 + embeddings = self.embedding_model.encode(chunks) + + # 添加到向量库 + ids = [f"{doc_id}_chunk_{i}" for i in range(len(chunks))] + metadatas = [metadata or {} for _ in chunks] + + self.documents_collection.add( + ids=ids, + documents=chunks, + embeddings=embeddings.tolist(), + metadatas=metadatas + ) + + logger.info(f"添加文档 {doc_id},共 {len(chunks)} 个块") + return len(chunks) + + def search(self, query: str, top_k: int = 3) -> list: + """检索相关文档""" + # 生成查询向量 + query_embedding = self.embedding_model.encode([query]) + + # 检索 + results = self.documents_collection.query( + query_embeddings=query_embedding.tolist(), + n_results=top_k + ) + + return [ + { + "content": doc, + "metadata": meta, + "distance": dist + } + for doc, meta, dist in zip( + results["documents"][0], + results["metadatas"][0], + results["distances"][0] + ) + ] + + def _split_text(self, text: str) -> list: + """文本分块""" + chunks = [] + start = 0 + + while start < len(text): + end = start + self.chunk_size + chunk = text[start:end] + chunks.append(chunk) + start += self.chunk_size - self.chunk_overlap + + return chunks +``` + +- [ ] **Step 3: 创建知识库初始化脚本** + +创建 `backend/scripts/init_knowledge.py`: + +```python +#!/usr/bin/env python3 +"""初始化知识库""" + +import sys +import os + +# 添加项目根目录到路径 +sys.path.insert(0, os.path.dirname(os.path.dirname(os.path.abspath(__file__)))) + +from app.core.rag_engine import RAGEngine +from loguru import logger + + +def init_knowledge_base(): + """初始化知识库""" + logger.info("开始初始化知识库...") + + rag = RAGEngine() + + # 示例:添加平台基础知识 + sample_doc = """ + 一零软件结构化开发平台配置指南 + + 窗体类型: + - 0: 普通类型 + - 3: 单树类型 + - 4: 树表类型 + - 5: 单据列表类型 + - 11: 一对多的窗体类型 + + 标准字段: + 每张表都必须包含以下字段: + - IKEY: 主键,自增 + - COMPANYID: 公司代码 + - CREATE_USER: 创建人 + - CREATE_DATE: 创建时间 + - UPDATE_USER: 更新人 + - UPDATE_DATE: 更新时间 + + 单据类型额外字段: + - DOCCODE: 单据号 + - DOCDATE: 单据日期 + - DOCSTATUS: 单据状态 + + 配置流程: + 1. 在99-001创建功能号 + 2. 在99-003配置页面 + 3. 在99-002配置菜单 + 4. 在99-006配置IKEY + """ + + rag.add_document( + doc_id="platform_basics", + content=sample_doc, + metadata={"source": "platform_intro", "type": "guide"} + ) + + logger.success("知识库初始化完成!") + + +if __name__ == "__main__": + init_knowledge_base() +``` + +- [ ] **Step 4: 测试知识库初始化** + +```bash +cd backend +python scripts/init_knowledge.py +``` +Expected: 成功初始化并输出日志 + +- [ ] **Step 5: Commit** + +```bash +git add backend/app/core/rag_engine.py backend/scripts/ backend/knowledge_base/ +git commit -m "feat: implement RAG engine with ChromaDB and sentence-transformers" +``` + +--- + +### 任务6: 需求解析服务实现 + +**Files:** +- Create: `backend/app/services/__init__.py` +- Create: `backend/app/services/requirement_service.py` +- Create: `backend/tests/test_requirement_service.py` + +- [ ] **Step 1: 创建需求解析服务测试** + +创建 `backend/tests/test_requirement_service.py`: + +```python +import pytest +from app.services.requirement_service import RequirementService + + +@pytest.mark.asyncio +async def test_analyze_requirement(): + """测试需求解析""" + service = RequirementService() + + result = await service.analyze( + user_input="创建一个销售订单管理页面", + session_id="test-session" + ) + + assert result is not None + assert "功能名称" in result + assert result["功能名称"] != "" +``` + +- [ ] **Step 2: 运行测试验证失败** + +```bash +pytest tests/test_requirement_service.py -v +``` +Expected: FAIL + +- [ ] **Step 3: 实现需求解析服务** + +创建 `backend/app/services/requirement_service.py`: + +```python +from app.core.ai_engine import ClaudeEngine +from app.core.rag_engine import RAGEngine +from app.core.prompts import SYSTEM_PROMPT, ANALYZE_PROMPT_TEMPLATE +from app.core.db_engine import DatabaseEngine +from loguru import logger +import uuid + + +class RequirementService: + """需求解析服务""" + + def __init__(self): + self.ai_engine = ClaudeEngine() + self.rag_engine = RAGEngine() + self.db_engine = DatabaseEngine() + + async def analyze(self, user_input: str, session_id: str = None) -> dict: + """分析用户需求 + + Args: + user_input: 用户输入的自然语言需求 + session_id: 会话ID(用于上下文管理) + + Returns: + 结构化需求文档 + """ + session_id = session_id or str(uuid.uuid4()) + logger.info(f"开始分析需求: {user_input[:50]}...") + + # 1. 检索相关知识 + knowledge_results = self.rag_engine.search(user_input, top_k=3) + knowledge_context = "\n\n".join([ + f"【{r['metadata'].get('source', '文档')}】\n{r['content']}" + for r in knowledge_results + ]) + + # 2. 查询现有相关表 + existing_tables = self._get_existing_tables(user_input) + + # 3. 构建Prompt + prompt = ANALYZE_PROMPT_TEMPLATE.format( + user_input=user_input, + knowledge_context=knowledge_context, + existing_tables=existing_tables + ) + + messages = [ + {"role": "user", "content": SYSTEM_PROMPT}, + {"role": "assistant", "content": "我已了解平台配置规范,请告诉我您的需求。"}, + {"role": "user", "content": prompt} + ] + + # 4. 调用Claude API + response = await self.ai_engine.call_claude(messages, temperature=0.7) + + # 5. 解析结果 + result = self.ai_engine.parse_json_response(response) + + logger.success(f"需求分析完成: {result.get('功能名称', 'Unknown')}") + return result + + def _get_existing_tables(self, user_input: str) -> str: + """查询现有相关表""" + # 简化版本:查询所有表 + try: + sql = """ + SELECT TOP 10 TABLE_NAME + FROM INFORMATION_SCHEMA.TABLES + WHERE TABLE_TYPE = 'BASE TABLE' + ORDER BY TABLE_NAME + """ + tables = self.db_engine.execute_sql(sql) + return "\n".join([f"- {t[0]}" for t in tables]) + except Exception as e: + logger.warning(f"查询现有表失败: {e}") + return "无法获取现有表信息" +``` + +- [ ] **Step 4: 运行测试验证通过** + +```bash +pytest tests/test_requirement_service.py -v +``` +Expected: PASS(需要配置Claude API Key) + +- [ ] **Step 5: Commit** + +```bash +git add backend/app/services/ backend/tests/test_requirement_service.py +git commit -m "feat: implement requirement analysis service with Claude API" +``` + +--- + +### 任务7: 执行引擎实现 + +**Files:** +- Create: `backend/app/core/executor.py` +- Create: `backend/tests/test_executor.py` + +- [ ] **Step 1: 创建执行引擎测试** + +创建 `backend/tests/test_executor.py`: + +```python +import pytest +from app.core.executor import ConfigExecutor + + +def test_executor_init(): + """测试执行器初始化""" + executor = ConfigExecutor() + assert executor.db_engine is not None + + +def test_validate_sql(): + """测试SQL验证""" + executor = ConfigExecutor() + + # 测试合法SQL + is_valid, msg = executor.validate_sql("SELECT * FROM SYS_FORM") + assert is_valid is True + + # 测试危险SQL + is_valid, msg = executor.validate_sql("DROP DATABASE test") + assert is_valid is False + assert "危险操作" in msg +``` + +- [ ] **Step 2: 运行测试验证失败** + +```bash +pytest tests/test_executor.py -v +``` +Expected: FAIL + +- [ ] **Step 3: 实现执行引擎** + +创建 `backend/app/core/executor.py`: + +```python +import re +from typing import List, Tuple +from loguru import logger +from app.core.db_engine import DatabaseEngine + + +class ConfigExecutor: + """配置执行器""" + + # 危险SQL关键词 + DANGEROUS_KEYWORDS = [ + "DROP DATABASE", + "DROP TABLE", + "TRUNCATE TABLE", + "DELETE FROM", + "UPDATE.*SET", + "ALTER TABLE.*DROP" + ] + + def __init__(self): + self.db_engine = DatabaseEngine() + + def validate_sql(self, sql: str) -> Tuple[bool, str]: + """验证SQL安全性 + + Returns: + (is_valid, message) + """ + sql_upper = sql.upper() + + # 检查危险操作 + for keyword in self.DANGEROUS_KEYWORDS: + if re.search(keyword, sql_upper): + return False, f"危险操作被拦截: {keyword}" + + return True, "SQL验证通过" + + def execute_config(self, sql_list: List[str], session_id: str) -> dict: + """执行配置SQL列表 + + Args: + sql_list: SQL列表 + session_id: 会话ID + + Returns: + 执行结果 + """ + logger.info(f"开始执行配置,共 {len(sql_list)} 条SQL") + + results = { + "success": True, + "executed": [], + "failed": None, + "message": "" + } + + try: + # 验证所有SQL + for i, sql in enumerate(sql_list): + is_valid, msg = self.validate_sql(sql) + if not is_valid: + raise ValueError(f"SQL #{i+1} 验证失败: {msg}") + + # 执行事务 + self.db_engine.execute_transaction(sql_list) + + results["executed"] = sql_list + results["message"] = f"成功执行 {len(sql_list)} 条SQL" + logger.success(results["message"]) + + except Exception as e: + results["success"] = False + results["failed"] = str(e) + results["message"] = f"执行失败: {e}" + logger.error(results["message"]) + + return results + + def rollback(self, session_id: str): + """回滚操作(占位符,实际需要记录逆向SQL)""" + logger.warning(f"回滚功能待实现: {session_id}") + return {"success": False, "message": "回滚功能待实现"} +``` + +- [ ] **Step 4: 运行测试验证通过** + +```bash +pytest tests/test_executor.py -v +``` +Expected: PASS + +- [ ] **Step 5: Commit** + +```bash +git add backend/app/core/executor.py backend/tests/test_executor.py +git commit -m "feat: implement config executor with SQL validation" +``` + +--- + +### 任务8: API层实现 - 基础结构 + +**Files:** +- Create: `backend/app/models/__init__.py` +- Create: `backend/app/models/request.py` +- Create: `backend/app/models/response.py` +- Create: `backend/app/api/__init__.py` +- Create: `backend/app/main.py` + +- [ ] **Step 1: 创建请求/响应模型** + +创建 `backend/app/models/request.py`: + +```python +from pydantic import BaseModel, Field +from typing import Optional, List + + +class AnalyzeRequest(BaseModel): + """需求解析请求""" + input_type: str = Field(..., description="输入类型: natural_language | structured") + content: str = Field(..., description="需求内容") + session_id: Optional[str] = Field(None, description="会话ID") + + +class GenerateRequest(BaseModel): + """配置生成请求""" + session_id: str + requirements: dict + + +class ExecuteRequest(BaseModel): + """执行配置请求""" + session_id: str + confirmed: bool = Field(False, description="用户确认标识") + backup_enabled: bool = Field(True, description="是否启用备份") +``` + +创建 `backend/app/models/response.py`: + +```python +from pydantic import BaseModel +from typing import Optional, Any, List + + +class AnalyzeResponse(BaseModel): + """需求解析响应""" + session_id: str + status: str + data: dict + + +class GenerateResponse(BaseModel): + """配置生成响应""" + session_id: str + status: str + data: dict + + +class ExecuteResponse(BaseModel): + """执行配置响应""" + execution_id: str + status: str + message: str + + +class ErrorResponse(BaseModel): + """错误响应""" + error: dict +``` + +- [ ] **Step 2: 创建FastAPI主应用** + +创建 `backend/app/main.py`: + +```python +from fastapi import FastAPI +from fastapi.middleware.cors import CORSMiddleware +from app.config import get_settings + +settings = get_settings() + +app = FastAPI( + title=settings.APP_NAME, + version="1.0.0", + debug=settings.DEBUG +) + +# CORS配置 +app.add_middleware( + CORSMiddleware, + allow_origins=["http://localhost:5173"], # Vue开发服务器 + allow_credentials=True, + allow_methods=["*"], + allow_headers=["*"], +) + + +@app.get("/") +async def root(): + """根路径""" + return { + "message": settings.APP_NAME, + "version": "1.0.0", + "status": "running" + } + + +@app.get("/health") +async def health_check(): + """健康检查""" + return {"status": "healthy"} + + +if __name__ == "__main__": + import uvicorn + uvicorn.run(app, host="0.0.0.0", port=8000) +``` + +- [ ] **Step 3: 启动服务验证** + +```bash +cd backend +python -m app.main +``` + +访问 http://localhost:8000 验证返回JSON + +- [ ] **Step 4: Commit** + +```bash +git add backend/app/models/ backend/app/api/ backend/app/main.py +git commit -m "feat: create FastAPI application with request/response models" +``` + +--- + +### 任务9: API层实现 - 需求解析API + +**Files:** +- Create: `backend/app/api/analyze.py` +- Update: `backend/app/main.py` + +- [ ] **Step 1: 创建需求解析API** + +创建 `backend/app/api/analyze.py`: + +```python +from fastapi import APIRouter, HTTPException +from app.models.request import AnalyzeRequest +from app.models.response import AnalyzeResponse +from app.services.requirement_service import RequirementService +import uuid + +router = APIRouter() + + +@router.post("/analyze", response_model=AnalyzeResponse) +async def analyze_requirement(request: AnalyzeRequest): + """需求解析API""" + try: + service = RequirementService() + session_id = request.session_id or str(uuid.uuid4()) + + result = await service.analyze( + user_input=request.content, + session_id=session_id + ) + + return AnalyzeResponse( + session_id=session_id, + status="success", + data=result + ) + + except Exception as e: + raise HTTPException(status_code=500, detail=str(e)) +``` + +- [ ] **Step 2: 注册路由到main.py** + +更新 `backend/app/main.py`: + +```python +from fastapi import FastAPI +from fastapi.middleware.cors import CORSMiddleware +from app.config import get_settings +from app.api import analyze # 添加导入 + +settings = get_settings() + +app = FastAPI( + title=settings.APP_NAME, + version="1.0.0", + debug=settings.DEBUG +) + +# CORS配置 +app.add_middleware( + CORSMiddleware, + allow_origins=["http://localhost:5173"], + allow_credentials=True, + allow_methods=["*"], + allow_headers=["*"], +) + +# 注册路由 +app.include_router(analyze.router, prefix="/api/v1", tags=["分析"]) + + +@app.get("/") +async def root(): + return { + "message": settings.APP_NAME, + "version": "1.0.0", + "status": "running" + } + + +@app.get("/health") +async def health_check(): + return {"status": "healthy"} + + +if __name__ == "__main__": + import uvicorn + uvicorn.run(app, host="0.0.0.0", port=8000) +``` + +- [ ] **Step 3: 测试API** + +```bash +curl -X POST http://localhost:8000/api/v1/analyze \ + -H "Content-Type: application/json" \ + -d '{"input_type": "natural_language", "content": "创建销售订单管理页面"}' +``` + +Expected: 返回JSON响应 + +- [ ] **Step 4: Commit** + +```bash +git add backend/app/api/analyze.py backend/app/main.py +git commit -m "feat: implement analyze API endpoint" +``` + +--- + +### 任务10: 前端项目初始化 + +**Files:** +- Create: `frontend/package.json` +- Create: `frontend/vite.config.js` +- Create: `frontend/index.html` +- Create: `frontend/src/main.js` +- Create: `frontend/src/App.vue` + +- [ ] **Step 1: 初始化Vue项目** + +```bash +cd frontend +npm create vite@latest . -- --template vue +npm install +npm install vue-router@4 pinia axios element-plus monaco-editor sql-formatter +``` + +- [ ] **Step 2: 配置vite.config.js** + +```javascript +import { defineConfig } from 'vite' +import vue from '@vitejs/plugin-vue' + +export default defineConfig({ + plugins: [vue()], + server: { + port: 5173, + proxy: { + '/api': { + target: 'http://localhost:8000', + changeOrigin: true + } + } + } +}) +``` + +- [ ] **Step 3: 创建基础App.vue** + +```vue + + + + + +``` + +- [ ] **Step 4: 启动前端验证** + +```bash +npm run dev +``` + +访问 http://localhost:5173 验证Vue应用运行 + +- [ ] **Step 5: Commit** + +```bash +git add frontend/ +git commit -m "chore: initialize Vue 3 frontend with Vite" +``` + +--- + +### 任务11: 前端路由和布局 + +**Files:** +- Create: `frontend/src/router/index.js` +- Create: `frontend/src/views/Layout.vue` +- Update: `frontend/src/main.js` + +- [ ] **Step 1: 创建路由配置** + +创建 `frontend/src/router/index.js`: + +```javascript +import { createRouter, createWebHistory } from 'vue-router' + +const routes = [ + { + path: '/', + component: () => import('../views/Layout.vue'), + children: [ + { + path: '', + redirect: '/create' + }, + { + path: 'create', + name: 'CreateFunction', + component: () => import('../views/CreateFunction.vue') + }, + { + path: 'history', + name: 'History', + component: () => import('../views/History.vue') + } + ] + } +] + +const router = createRouter({ + history: createWebHistory(), + routes +}) + +export default router +``` + +- [ ] **Step 2: 创建布局组件** + +创建 `frontend/src/views/Layout.vue`: + +```vue + + + + + +``` + +- [ ] **Step 3: 更新main.js** + +```javascript +import { createApp } from 'vue' +import { createPinia } from 'pinia' +import ElementPlus from 'element-plus' +import 'element-plus/dist/index.css' +import App from './App.vue' +import router from './router' + +const app = createApp(App) + +app.use(createPinia()) +app.use(router) +app.use(ElementPlus) + +app.mount('#app') +``` + +- [ ] **Step 4: 创建占位页面** + +创建 `frontend/src/views/CreateFunction.vue`: + +```vue + +``` + +创建 `frontend/src/views/History.vue`: + +```vue + +``` + +- [ ] **Step 5: 测试路由** + +访问 http://localhost:5173 验证布局和路由切换 + +- [ ] **Step 6: Commit** + +```bash +git add frontend/src/ +git commit -m "feat: add frontend layout and routing" +``` + +--- + +### 任务12: 执行日志表和审计系统 + +**Files:** +- Create: `backend/scripts/create_log_table.sql` +- Create: `backend/app/models/audit.py` +- Create: `backend/app/services/audit_service.py` + +- [ ] **Step 1: 创建执行日志表SQL脚本** + +创建 `backend/scripts/create_log_table.sql`: + +```sql +-- AI助手执行日志表 +CREATE TABLE AI_ASSISTANT_LOG ( + LOG_ID INT IDENTITY(1,1) PRIMARY KEY, + SESSION_ID VARCHAR(50) NOT NULL, + EXECUTION_ID VARCHAR(50), + USER_ID VARCHAR(50), + ACTION_TYPE VARCHAR(50), + SQL_CONTENT NVARCHAR(MAX), + STATUS VARCHAR(20), + ERROR_MESSAGE NVARCHAR(MAX), + EXECUTION_TIME INT, + CREATE_TIME DATETIME DEFAULT GETDATE(), + INDEX IX_SESSION_ID (SESSION_ID), + INDEX IX_CREATE_TIME (CREATE_TIME) +); + +-- 创建索引 +CREATE INDEX IX_EXECUTION_ID ON AI_ASSISTANT_LOG(EXECUTION_ID); +``` + +- [ ] **Step 2: 执行SQL创建表** + +```bash +# 使用sqlcmd或数据库管理工具执行 +sqlcmd -S 192.168.120.19 -d DMPF_HY -U sa -P your-password -i backend/scripts/create_log_table.sql +``` + +- [ ] **Step 3: 创建审计模型** + +创建 `backend/app/models/audit.py`: + +```python +from pydantic import BaseModel +from datetime import datetime +from typing import Optional + + +class ExecutionLog(BaseModel): + """执行日志模型""" + log_id: Optional[int] + session_id: str + execution_id: Optional[str] + user_id: Optional[str] + action_type: str + sql_content: str + status: str + error_message: Optional[str] + execution_time: Optional[int] + create_time: Optional[datetime] = None +``` + +- [ ] **Step 4: 创建审计服务** + +创建 `backend/app/services/audit_service.py`: + +```python +from app.core.db_engine import DatabaseEngine +from app.models.audit import ExecutionLog +from loguru import logger +import uuid + + +class AuditService: + """审计服务""" + + def __init__(self): + self.db_engine = DatabaseEngine() + + def log_execution(self, log: ExecutionLog) -> int: + """记录执行日志""" + sql = """ + INSERT INTO AI_ASSISTANT_LOG + (SESSION_ID, EXECUTION_ID, USER_ID, ACTION_TYPE, SQL_CONTENT, STATUS, ERROR_MESSAGE, EXECUTION_TIME) + VALUES + (:session_id, :execution_id, :user_id, :action_type, :sql_content, :status, :error_message, :execution_time) + """ + + params = { + "session_id": log.session_id, + "execution_id": log.execution_id or str(uuid.uuid4()), + "user_id": log.user_id or "system", + "action_type": log.action_type, + "sql_content": log.sql_content, + "status": log.status, + "error_message": log.error_message, + "execution_time": log.execution_time + } + + try: + self.db_engine.execute_sql(sql, params) + logger.info(f"记录执行日志: {log.action_type}") + return 1 + except Exception as e: + logger.error(f"记录执行日志失败: {e}") + return 0 + + def get_execution_history(self, session_id: str, limit: int = 100): + """获取执行历史""" + sql = f""" + SELECT TOP {limit} * + FROM AI_ASSISTANT_LOG + WHERE SESSION_ID = '{session_id}' + ORDER BY CREATE_TIME DESC + """ + return self.db_engine.execute_sql(sql) +``` + +- [ ] **Step 5: 编写测试** + +创建 `backend/tests/test_audit_service.py`: + +```python +from app.services.audit_service import AuditService +from app.models.audit import ExecutionLog + + +def test_log_execution(): + """测试执行日志记录""" + service = AuditService() + + log = ExecutionLog( + session_id="test-session", + action_type="TEST", + sql_content="SELECT 1", + status="SUCCESS" + ) + + result = service.log_execution(log) + assert result == 1 +``` + +- [ ] **Step 6: 运行测试** + +```bash +pytest tests/test_audit_service.py -v +``` + +- [ ] **Step 7: Commit** + +```bash +git add backend/scripts/create_log_table.sql backend/app/models/audit.py backend/app/services/audit_service.py backend/tests/test_audit_service.py +git commit -m "feat: add execution logging and audit system" +``` + +--- + +### 任务13: 配置生成服务 + +**Files:** +- Create: `backend/app/services/config_service.py` +- Create: `backend/tests/test_config_service.py` + +- [ ] **Step 1: 创建配置生成服务测试** + +创建 `backend/tests/test_config_service.py`: + +```python +import pytest +from app.services.config_service import ConfigService + + +@pytest.mark.asyncio +async def test_generate_config(): + """测试配置生成""" + service = ConfigService() + + requirements = { + "功能名称": "销售订单", + "功能号建议": "11-001", + "窗体类型": "5", + "主表名建议": "SA_ORDER", + "主表字段": [ + {"字段名": "订单号", "字段类型": "varchar(50)", "必填": True} + ] + } + + result = await service.generate(requirements, "test-session") + + assert result is not None + assert "配置方案" in result +``` + +- [ ] **Step 2: 运行测试验证失败** + +```bash +pytest tests/test_config_service.py -v +``` +Expected: FAIL + +- [ ] **Step 3: 实现配置生成服务** + +创建 `backend/app/services/config_service.py`: + +```python +from app.core.ai_engine import ClaudeEngine +from app.core.rag_engine import RAGEngine +from app.core.prompts import SYSTEM_PROMPT, GENERATE_PROMPT_TEMPLATE +from app.core.db_engine import DatabaseEngine +from loguru import logger + + +class ConfigService: + """配置生成服务""" + + def __init__(self): + self.ai_engine = ClaudeEngine() + self.rag_engine = RAGEngine() + self.db_engine = DatabaseEngine() + + async def generate(self, requirements: dict, session_id: str) -> dict: + """生成配置方案 + + Args: + requirements: 结构化需求 + session_id: 会话ID + + Returns: + 配置方案(包含SQL列表) + """ + logger.info(f"开始生成配置: {requirements.get('功能名称', 'Unknown')}") + + # 1. 检索相关知识 + platform_rules = self._get_platform_rules(requirements.get("窗体类型", "0")) + similar_cases = self._get_similar_cases(requirements.get("功能名称", "")) + + # 2. 构建Prompt + prompt = GENERATE_PROMPT_TEMPLATE.format( + requirements=str(requirements), + platform_rules=platform_rules, + similar_cases=similar_cases + ) + + messages = [ + {"role": "user", "content": SYSTEM_PROMPT}, + {"role": "assistant", "content": "我已了解,请提供需求信息。"}, + {"role": "user", "content": prompt} + ] + + # 3. 调用Claude API + response = await self.ai_engine.call_claude(messages, temperature=0.5) + + # 4. 解析结果 + result = self.ai_engine.parse_json_response(response) + + logger.success(f"配置生成完成") + return result + + def _get_platform_rules(self, form_type: str) -> str: + """获取平台配置规则""" + # 简化版本:从知识库检索 + results = self.rag_engine.search(f"窗体类型{form_type}配置规则", top_k=2) + return "\n\n".join([r["content"] for r in results]) + + def _get_similar_cases(self, keywords: str) -> str: + """获取相似案例""" + results = self.rag_engine.search(keywords, top_k=2) + return "\n\n".join([r["content"] for r in results]) +``` + +- [ ] **Step 4: 运行测试验证通过** + +```bash +pytest tests/test_config_service.py -v +``` +Expected: PASS + +- [ ] **Step 5: Commit** + +```bash +git add backend/app/services/config_service.py backend/tests/test_config_service.py +git commit -m "feat: implement config generation service" +``` + +--- + +### 任务14: 执行配置API + +**Files:** +- Create: `backend/app/api/execute.py` +- Create: `backend/app/api/generate.py` +- Update: `backend/app/main.py` + +- [ ] **Step 1: 创建配置生成API** + +创建 `backend/app/api/generate.py`: + +```python +from fastapi import APIRouter, HTTPException +from app.models.request import GenerateRequest +from app.models.response import GenerateResponse +from app.services.config_service import ConfigService + +router = APIRouter() + + +@router.post("/generate", response_model=GenerateResponse) +async def generate_config(request: GenerateRequest): + """配置生成API""" + try: + service = ConfigService() + result = await service.generate( + requirements=request.requirements, + session_id=request.session_id + ) + + return GenerateResponse( + session_id=request.session_id, + status="success", + data=result + ) + + except Exception as e: + raise HTTPException(status_code=500, detail=str(e)) +``` + +- [ ] **Step 2: 创建执行配置API** + +创建 `backend/app/api/execute.py`: + +```python +from fastapi import APIRouter, HTTPException +from app.models.request import ExecuteRequest +from app.models.response import ExecuteResponse +from app.core.executor import ConfigExecutor +from app.services.audit_service import AuditService +from app.models.audit import ExecutionLog +import uuid + +router = APIRouter() + + +@router.post("/execute", response_model=ExecuteResponse) +async def execute_config(request: ExecuteRequest): + """执行配置API""" + try: + executor = ConfigExecutor() + audit_service = AuditService() + + execution_id = str(uuid.uuid4()) + + # TODO: 从session获取SQL列表(实际应从数据库或缓存获取) + sql_list = [] # 占位符 + + # 执行配置 + result = executor.execute_config(sql_list, request.session_id) + + # 记录日志 + for sql in sql_list: + log = ExecutionLog( + session_id=request.session_id, + execution_id=execution_id, + action_type="EXECUTE_SQL", + sql_content=sql, + status="SUCCESS" if result["success"] else "FAILED", + error_message=result.get("failed") + ) + audit_service.log_execution(log) + + return ExecuteResponse( + execution_id=execution_id, + status="success" if result["success"] else "failed", + message=result["message"] + ) + + except Exception as e: + raise HTTPException(status_code=500, detail=str(e)) +``` + +- [ ] **Step 3: 更新main.py注册路由** + +在 `backend/app/main.py` 中添加路由: + +```python +from app.api import analyze, generate, execute + +# ...existing code... + +# 注册路由 +app.include_router(analyze.router, prefix="/api/v1", tags=["分析"]) +app.include_router(generate.router, prefix="/api/v1", tags=["生成"]) +app.include_router(execute.router, prefix="/api/v1", tags=["执行"]) +``` + +- [ ] **Step 4: 测试API** + +```bash +curl -X POST http://localhost:8000/api/v1/generate \ + -H "Content-Type: application/json" \ + -d '{"session_id": "test", "requirements": {"功能名称": "测试"}}' +``` + +- [ ] **Step 5: Commit** + +```bash +git add backend/app/api/generate.py backend/app/api/execute.py backend/app/main.py +git commit -m "feat: add generate and execute API endpoints" +``` + +--- + +### 任务15: 前端需求输入组件 + +**Files:** +- Create: `frontend/src/components/RequirementInput.vue` +- Create: `frontend/src/api/index.js` + +- [ ] **Step 1: 创建API调用封装** + +创建 `frontend/src/api/index.js`: + +```javascript +import axios from 'axios' + +const api = axios.create({ + baseURL: '/api/v1', + timeout: 60000, + headers: { + 'Content-Type': 'application/json' + } +}) + +export default { + async analyze(content, inputType = 'natural_language') { + const response = await api.post('/analyze', { + input_type: inputType, + content + }) + return response.data + }, + + async generate(sessionId, requirements) { + const response = await api.post('/generate', { + session_id: sessionId, + requirements + }) + return response.data + }, + + async execute(sessionId, confirmed = true) { + const response = await api.post('/execute', { + session_id: sessionId, + confirmed, + backup_enabled: true + }) + return response.data + } +} +``` + +- [ ] **Step 2: 创建需求输入组件** + +创建 `frontend/src/components/RequirementInput.vue`: + +```vue + + + + + +``` + +- [ ] **Step 3: 更新CreateFunction.vue使用组件** + +更新 `frontend/src/views/CreateFunction.vue`: + +```vue + + + +``` + +- [ ] **Step 4: 测试组件** + +访问 http://localhost:5173/create 验证组件显示和交互 + +- [ ] **Step 5: Commit** + +```bash +git add frontend/src/components/RequirementInput.vue frontend/src/api/index.js frontend/src/views/CreateFunction.vue +git commit -m "feat: add requirement input component with natural language and structured form" +``` + +--- + +## 剩余任务概要 + +由于篇幅限制,以下任务保持概要形式,将在执行过程中细化: + +### 任务16: 配置预览组件 +- SQL预览(Monaco Editor) +- 风险提示显示 +- 审核确认按钮 + +### 任务17: 执行监控组件 +- 实时日志显示 +- 进度条 +- WebSocket支持(可选) + +### 任务18: 历史记录API和页面 +- 查询历史记录API +- 历史记录列表页面 +- 详情查看 + +### 任务19: 数据库元数据API +- 表列表查询 +- 表结构详情 +- 功能号列表 + +### 任务20: 知识库管理 +- 文档上传界面 +- 文档列表 +- 索引重建 + +### 任务21-25: 测试与部署 +- 单元测试完善 +- 集成测试 +- Docker配置 +- docker-compose编排 +- README文档 + +--- + +## 执行策略 + +**推荐方式**: 使用 `superpowers:subagent-driven-development` 技能 + +- 每个任务由独立子代理执行 +- 任务间有明确的文件依赖 +- 每个任务完成后进行代码审查 +- 遵循TDD流程:测试先行 + +**关键检查点**: +1. 任务5后:知识库可正常检索 +2. 任务9后:API可通过Postman测试 +3. 任务11后:前端可访问和导航 +4. 任务20后:核心流程打通 + +--- + +## 风险与应对 + +1. **Claude API调用失败** + - 确保配置正确的API Key + - 网络代理问题需提前解决 + +2. **数据库连接失败** + - 检查SQL Server配置 + - 验证防火墙规则 + - 测试ODBC驱动安装 + +3. **前后端联调问题** + - 使用浏览器开发者工具检查网络请求 + - 检查CORS配置 + +--- + +## 验收标准 + +- [ ] 可以通过自然语言生成简单功能配置 +- [ ] 生成的SQL可以成功执行 +- [ ] 执行日志完整记录所有操作 +- [ ] 前端界面可用,流程完整 +- [ ] 核心API有单元测试覆盖 +- [ ] 代码已提交到Git仓库 + +--- + +**计划创建时间**: 2026-03-21 +**预计实施周期**: Phase 1约4周 +**文档版本**: 1.0 \ No newline at end of file diff --git a/docs/superpowers/specs/2026-03-21-erp-ai-assistant-design.md b/docs/superpowers/specs/2026-03-21-erp-ai-assistant-design.md new file mode 100644 index 0000000..9a4a635 --- /dev/null +++ b/docs/superpowers/specs/2026-03-21-erp-ai-assistant-design.md @@ -0,0 +1,1077 @@ +# ERP智能助手系统设计文档 + +**版本**: 1.0 +**日期**: 2026-03-21 +**项目**: 一零软件结构化开发平台AI助手 +**架构方案**: 单体内核架构 + +--- + +## 一、项目概述 + +### 1.1 项目目标 + +开发一个AI助手系统,自动化操作一零软件结构化开发平台,实现: + +1. **自动化功能开发** - 根据自然语言或结构化需求,自动配置页面、菜单、控件、权限等 +2. **错误排查** - 监控SQL日志、识别错误、定位问题(Phase 2) +3. **系统优化** - 性能分析、缓存管理、权限优化(Phase 2) + +### 1.2 核心价值 + +- **提升开发效率** - 从需求到配置上线,从数小时缩短到几分钟 +- **降低技术门槛** - 业务人员也能通过自然语言开发功能 +- **保证配置质量** - AI遵循最佳实践,减少人为错误 +- **知识沉淀** - 自动积累配置案例,持续优化 + +### 1.3 项目范围 + +**Phase 1(当前)**:前台Web交互界面 + 自动化功能开发 +**Phase 2(未来)**:后台自动化服务 + 错误排查 + 系统优化 + +--- + +## 二、系统架构 + +### 2.1 总体架构 + +采用**单体内核架构**,Python + Vue 3技术栈: + +``` +┌─────────────────────────────────────┐ +│ 前端层 - Vue 3 │ +│ - 需求输入模块 │ +│ - 配置预览模块 │ +│ - 执行监控模块 │ +└─────────────┬───────────────────────┘ + │ HTTP/WebSocket +┌─────────────▼───────────────────────┐ +│ 后端层 - FastAPI │ +│ ├─ API网关层 │ +│ ├─ 业务逻辑层 │ +│ │ ├─ 需求解析引擎 │ +│ │ ├─ 知识库引擎(RAG) │ +│ │ ├─ 配置生成引擎 │ +│ │ └─ 执行引擎 │ +│ └─ 数据访问层 │ +└─────────────┬───────────────────────┘ + │ + ┌──────▼──────┐ + │ SQL Server │ + │ (ERP数据库) │ + └─────────────┘ +``` + +### 2.2 技术栈选型 + +**前端**: +- Vue 3.3 + Vite 5 +- Element Plus 2.4(UI组件库) +- Monaco Editor(SQL编辑器,语法高亮) +- Axios(HTTP客户端) +- Pinia(状态管理) + +**后端**: +- FastAPI 0.104(Web框架) +- SQLAlchemy 2.0(ORM) +- pyodbc 5.0(SQL Server连接) +- Claude API(AI引擎) +- ChromaDB 0.4(向量数据库) +- sentence-transformers(文本向量化) + +**部署**: +- Docker + Docker Compose +- Nginx(前端静态托管) + +--- + +## 三、核心数据流 + +### 3.1 完整工作流程 + +``` +用户输入需求(自然语言/表单) + ↓ +步骤1: 需求解析 + - 调用Claude API + 知识库检索 + - 输出:结构化需求文档 + ↓ +步骤2: 配置生成 + - 知识库检索:相似案例 + 平台规则 + - 生成配置方案(建表SQL + 配置SQL) + ↓ +步骤3: 人工审核 + - Web界面展示配置预览 + - 用户确认/修改/重新生成 + ↓ +步骤4: 执行配置 + - 开启数据库事务 + - 按序执行SQL + - 记录执行日志 + - 成功提交/失败回滚 + ↓ +步骤5: 结果反馈 + - 显示执行结果 + - 提供后续操作建议 +``` + +### 3.2 关键设计原则 + +- **事务保护**:所有数据库操作在一个事务中,失败自动回滚 +- **执行日志**:记录每步操作,便于审计和排查 +- **预览机制**:执行前让用户确认,避免误操作 +- **知识驱动**:所有配置基于知识库,确保符合规范 + +--- + +## 四、知识库系统设计 + +### 4.1 三层知识结构 + +**层次1: 文档知识库** +- 平台介绍文档(窗体类型、控件类型、配置流程) +- 操作说明书(各类单据配置案例) +- 实施文档(真实项目实施记录) +- 数据库设计文档 + +处理方式:文档 → 分块(500字) → 向量化 → ChromaDB + +**层次2: 数据库元数据** +- 表结构信息(表名、字段、主键、外键、索引) +- 配置表数据(已有功能号、页面配置、菜单配置、IKEY配置) +- 存储过程和函数(名称、参数、用途) + +获取方式:实时查询 `INFORMATION_SCHEMA` 系统视图 + +**层次3: 案例知识库** +- 成功案例(完整配置流程、SQL脚本、配置参数) +- 失败案例(错误信息、原因分析、解决方案) +- 最佳实践(命名规范、字段设计规范、性能优化建议) + +索引方式:向量化 → ChromaDB,标签化 → 功能标签 + +### 4.2 知识检索策略 + +``` +用户需求: "创建销售订单管理页面" + ↓ +并行查询三个知识库: + 1. 文档知识库 → 检索销售订单相关文档 + 2. 元数据库 → 查询现有销售相关表和功能号 + 3. 案例库 → 检索相似的销售订单案例 + ↓ +知识融合 → 发送给Claude API生成配置方案 +``` + +### 4.3 知识库更新机制 + +- **初始构建**:首次启动时扫描所有文档和数据库 +- **增量更新**: + - 每次成功配置后,自动保存为新案例 + - 监控数据库结构变更,更新元数据缓存 + - 定期(每天)重新索引文档 + +--- + +## 五、数据库操作与安全机制 + +### 5.1 数据库操作引擎 + +**核心组件**: + +1. **连接管理** + - 连接池配置(最大20连接,最小5连接) + - 多数据库支持(主数据库DMPF_HY + 系统库master) + - 权限隔离(读操作只读账号,写操作管理员账号) + +2. **事务管理** + - 事务流程:开启 → 执行SQL列表 → 记录日志 → 提交/回滚 + - 嵌套事务处理:使用SAVEPOINT支持部分回滚 + - 超时控制:单个事务最长5分钟 + +3. **SQL执行引擎** + - SQL类型识别(DDL/DML/DQL) + - 执行策略: + - DDL: 独立事务,执行前备份 + - DML: 批量事务,失败回滚 + - DQL: 只读事务,使用NOLOCK + - 性能监控:记录执行时间,慢查询告警(>1秒) + +4. **安全机制** + - SQL注入防护:参数化查询、SQL白名单校验、危险操作拦截 + - 权限校验:表级、字段级权限检查 + - 数据备份:执行前自动备份,保留7天 + - 操作审计:记录所有SQL操作 + +### 5.2 执行日志表设计 + +```sql +CREATE TABLE AI_ASSISTANT_LOG ( + LOG_ID INT IDENTITY(1,1) PRIMARY KEY, + SESSION_ID VARCHAR(50), -- 会话ID + USER_ID VARCHAR(50), -- 操作用户 + ACTION_TYPE VARCHAR(50), -- 操作类型 + SQL_CONTENT NVARCHAR(MAX), -- SQL内容 + STATUS VARCHAR(20), -- SUCCESS/FAILED + ERROR_MESSAGE NVARCHAR(MAX), -- 错误信息 + EXECUTION_TIME INT, -- 执行时间(毫秒) + CREATE_TIME DATETIME DEFAULT GETDATE() +) +``` + +### 5.3 风险控制策略 + +**高风险操作**(需要二次确认): +- DROP TABLE +- ALTER TABLE(删除字段) +- 删除功能号 +- 修改系统配置 + +**中风险操作**(需要审核): +- CREATE TABLE +- INSERT配置数据 +- 创建存储过程 + +**低风险操作**(自动执行): +- SELECT查询 +- 查看配置信息 + +--- + +## 六、前端界面设计 + +### 6.1 主界面布局 + +**三栏式布局**: + +``` +顶部导航栏 +├─ Logo: ERP智能助手 +├─ 当前数据库连接状态 +├─ 用户信息 +└─ 系统设置 + +左侧边栏(功能导航) +├─ 💬 新建功能 +├─ 📋 历史记录 +├─ 📚 知识库管理 +├─ ⚙️ 系统设置 +└─ 📊 统计分析 + +主内容区(动态切换) +``` + +### 6.2 核心页面 + +**页面1: 新建功能** + +步骤指示器: +``` +① 输入需求 → ② 生成配置 → ③ 审核确认 → ④ 执行 → ⑤ 完成 +``` + +输入方式: +- 自然语言输入框(ChatGPT风格对话) +- 结构化表单(字段、类型、验证规则) + +表单字段: +- 功能名称、功能号、窗体类型 +- 主表字段列表(字段名、类型、必填、说明) +- 从表字段列表 +- 业务需求(审核流程、打印功能、关联表等) + +**页面2: 配置预览** + +Tab切换: +- SQL脚本(语法高亮显示) +- 表结构(图示) +- 页面配置 +- 执行计划 + +风险提示: +- 将创建的表数量 +- 将插入的配置记录数量 +- 操作可回滚提示 + +操作按钮: +- 返回修改 +- 保存为模板 +- 确认执行 + +**页面3: 执行监控** + +执行状态:进度条 + 当前步骤 + +执行日志: +- 实时滚动显示 +- 每步显示:时间、步骤名称、状态、耗时 +- 颜色标识:成功(绿色)、失败(红色)、执行中(蓝色) + +**页面4: 执行结果** + +摘要信息: +- 创建的表数量 +- 创建的功能号 +- 创建的菜单 +- 总耗时 + +快速操作: +- 打开新页面 +- 查看配置 +- 继续配置权限 + +建议后续操作: +- 配置按钮 +- 配置公式 +- 配置权限 + +**页面5: 历史记录** + +筛选条件:时间范围、状态 + +记录列表:时间、功能名称、状态、操作按钮 + +### 6.3 交互细节 + +- **实时验证**:字段名输入时自动检查重名 +- **智能提示**:字段类型下拉时显示常用类型 +- **快捷操作**:支持键盘快捷键(Ctrl+Enter提交) +- **错误高亮**:SQL错误时红色标记错误行 + +--- + +## 七、后端API设计 + +### 7.1 基础信息 + +- 基础URL: `http://localhost:8000/api/v1` +- 认证方式: JWT Token +- 返回格式: JSON +- 错误处理: 统一错误响应格式 + +### 7.2 核心API接口 + +**需求解析API** +``` +POST /api/analyze +请求体: { + "input_type": "natural_language" | "structured", + "content": "需求描述" +} +响应: 结构化需求文档(JSON) +``` + +**配置生成API** +``` +POST /api/generate +请求体: { + "session_id": "uuid", + "requirements": { ... } +} +响应: 完整配置方案(SQL + 风险评估) +``` + +**执行配置API** +``` +POST /api/execute +请求体: { + "session_id": "uuid", + "confirmed": true, + "backup_enabled": true +} +响应: 执行状态 +``` + +**执行状态查询API** +``` +GET /api/execution/{execution_id} +响应: 执行进度、日志、状态 +``` + +**回滚API** +``` +POST /api/rollback/{execution_id} +响应: 回滚结果 +``` + +**历史记录API** +``` +GET /api/history?start_date=&end_date=&status=&page=&page_size= +响应: 历史记录列表 +``` + +**知识库管理API** +``` +POST /api/knowledge/documents - 上传文档 +GET /api/knowledge/search?query=&top_k= - 搜索知识库 +``` + +**数据库元数据API** +``` +GET /api/metadata/tables - 查询表列表 +GET /api/metadata/tables/{table_name} - 查询表结构详情 +GET /api/metadata/functions - 查询现有功能号列表 +``` + +### 7.3 统一错误响应格式 + +```json +{ + "error": { + "code": "ERROR_CODE", + "message": "错误描述", + "details": { ... } + } +} +``` + +### 7.4 错误码定义 + +``` +1000-1999: 客户端错误(参数验证、认证、权限) +2000-2999: 业务逻辑错误(功能号已存在、配置冲突) +3000-3999: 数据库错误(SQL执行失败、连接超时、事务回滚) +4000-4999: AI服务错误(Claude API、知识库检索、需求解析) +5000-5999: 系统错误(内部服务器错误、服务不可用) +``` + +### 7.5 API中间件 + +1. 认证中间件 - 验证JWT Token,提取用户信息 +2. 日志中间件 - 记录请求时间、参数、响应时间、状态 +3. 错误处理中间件 - 捕获所有异常,返回统一格式错误 +4. 速率限制中间件 - 限制每分钟请求数,防止API滥用 + +--- + +## 八、AI引擎设计 + +### 8.1 核心组件 + +- Claude API客户端 +- Prompt模板管理 +- RAG检索引擎 +- 上下文管理器 + +### 8.2 Prompt工程设计 + +**System Prompt**: +``` +你是一个ERP平台配置专家助手,专门帮助开发人员配置一零软件结构化开发平台。 + +你的职责: +1. 理解用户的功能需求 +2. 设计合理的数据库表结构 +3. 生成符合平台规范的配置方案 +4. 提供最佳实践建议 + +平台核心知识: +- 窗体类型:0-普通、3-单树、4-树表、5-单据列表、11-一对多等 +- 标准字段:IKEY(主键)、COMPANYID、DOCCODE、DOCDATE、DOCSTATUS等 +- 配置流程:建表 → 配置功能号 → 配置页面 → 配置菜单 → 配置IKEY +- 命名规范:SA_销售、PU_采购、ST_库存、FI_财务 + +输出要求: +- 必须提供完整的SQL脚本 +- 必须遵循平台配置规范 +- 必须包含风险评估 +- 使用JSON格式输出 +``` + +**需求解析Prompt模板**: +``` +用户需求:{user_input} + +参考知识: +{knowledge_context} + +现有相关表: +{existing_tables} + +请分析用户需求,输出结构化需求文档(JSON格式) +``` + +**配置生成Prompt模板**: +``` +结构化需求: +{requirements} + +平台配置规范: +{platform_rules} + +相似案例: +{similar_cases} + +请生成完整的配置方案,包括: +1. 建表SQL(主表、从表、日志表) +2. 功能号配置SQL +3. 页面配置SQL +4. 菜单配置SQL +5. IKEY配置SQL +``` + +**错误诊断Prompt模板**: +``` +错误信息: +{error_message} + +执行的SQL: +{sql_content} + +数据库上下文: +{db_context} + +请分析错误原因,并提供解决方案 +``` + +### 8.3 RAG检索策略 + +**为需求分析检索知识**: +```python +def retrieve_for_analysis(user_input: str): + # 1. 从文档库检索配置流程、控件说明 + docs = vector_search(query=user_input, collection="documents", top_k=3) + + # 2. 从案例库检索相似案例 + cases = vector_search(query=user_input, collection="cases", top_k=2) + + # 3. 查询相关表结构 + tables = metadata_query(keyword=extract_keyword(user_input)) + + return merge_results(docs, cases, tables) +``` + +**为配置生成检索知识**: +```python +def retrieve_for_generation(requirements: dict): + # 1. 检索平台配置规范 + rules = get_platform_rules(form_type=requirements["窗体类型"]) + + # 2. 检索相似功能的完整配置 + similar = find_similar_functions(keywords=requirements["功能名称"]) + + # 3. 获取标准字段模板 + std_fields = get_standard_fields(form_type=requirements["窗体类型"]) + + return merge_results(rules, similar, std_fields) +``` + +### 8.4 上下文管理 + +```python +class ContextManager: + max_tokens = 200000 # Claude最大上下文 + reserved_tokens = 50000 # 预留给输出 + + def build_context(session_id, user_input): + messages = [] + + # 1. System prompt + messages.append({"role": "user", "content": SYSTEM_PROMPT}) + + # 2. 历史对话 + messages.extend(get_session_history(session_id)) + + # 3. 检索知识 + knowledge = retriever.retrieve_for_analysis(user_input) + knowledge_text = format_knowledge(knowledge) + + # 4. 当前问题 + messages.append({ + "role": "user", + "content": format_prompt(user_input, knowledge_text) + }) + + # 5. 检查token数量,必要时截断 + if count_tokens(messages) > max_tokens - reserved_tokens: + messages = truncate_messages(messages) + + return messages +``` + +### 8.5 Claude API调用封装 + +```python +class ClaudeEngine: + def analyze_requirements(messages): + response = client.messages.create( + model="claude-sonnet-4-6", + max_tokens=8192, + temperature=0.7, + messages=messages + ) + return parse_json_response(response.content[0].text) + + def generate_config(requirements): + response = client.messages.create( + model="claude-sonnet-4-6", + max_tokens=8192, + temperature=0.5, # 生成配置时降低随机性 + messages=build_context(requirements) + ) + return parse_json_response(response.content[0].text) +``` + +### 8.6 智能建议引擎 + +```python +def suggest_next_steps(execution_result: dict): + suggestions = [] + + # 检查是否配置了按钮 + if not has_buttons(execution_result["form_id"]): + suggestions.append({ + "type": "配置按钮", + "priority": "high", + "description": "配置保存、审核、打印按钮" + }) + + # 检查是否需要公式 + if needs_formulas(execution_result): + suggestions.append({ + "type": "配置公式", + "priority": "medium", + "description": "配置金额计算公式" + }) + + # 检查权限 + if not has_permissions(execution_result["form_id"]): + suggestions.append({ + "type": "配置权限", + "priority": "high", + "description": "为角色分配操作权限" + }) + + return suggestions +``` + +--- + +## 九、项目结构 + +### 9.1 目录结构 + +``` +erp-ai-assistant/ +├── frontend/ # Vue3前端 +│ ├── src/ +│ │ ├── views/ # 页面组件 +│ │ │ ├── CreateFunction.vue +│ │ │ ├── History.vue +│ │ │ ├── Knowledge.vue +│ │ │ └── Settings.vue +│ │ ├── components/ # 可复用组件 +│ │ │ ├── RequirementInput.vue +│ │ │ ├── ConfigPreview.vue +│ │ │ ├── ExecutionMonitor.vue +│ │ │ └── SqlEditor.vue +│ │ ├── api/ # API调用封装 +│ │ ├── store/ # 状态管理 +│ │ ├── router/ # 路由配置 +│ │ ├── utils/ # 工具函数 +│ │ └── App.vue +│ ├── package.json +│ └── vite.config.js +│ +├── backend/ # FastAPI后端 +│ ├── app/ +│ │ ├── main.py # FastAPI应用入口 +│ │ ├── api/ # API路由 +│ │ ├── core/ # 核心引擎 +│ │ │ ├── ai_engine.py +│ │ │ ├── rag_engine.py +│ │ │ ├── db_engine.py +│ │ │ └── executor.py +│ │ ├── models/ # 数据模型 +│ │ ├── services/ # 业务逻辑层 +│ │ ├── utils/ # 工具函数 +│ │ └── config.py # 配置管理 +│ ├── requirements.txt +│ └── .env +│ +├── knowledge_base/ # 知识库数据 +│ ├── documents/ # 原始文档 +│ ├── cases/ # 配置案例 +│ └── chroma_db/ # 向量数据库 +│ +├── scripts/ # 工具脚本 +│ ├── init_knowledge.py +│ ├── import_docs.py +│ └── backup_db.py +│ +├── tests/ # 测试 +├── docker-compose.yml +├── Dockerfile.backend +├── Dockerfile.frontend +└── README.md +``` + +### 9.2 核心配置 + +**后端依赖**(requirements.txt): +``` +fastapi==0.104.1 +uvicorn[standard]==0.24.0 +sqlalchemy==2.0.23 +pyodbc==5.0.1 +anthropic==0.18.1 +chromadb==0.4.18 +sentence-transformers==2.2.2 +pydantic==2.5.0 +loguru==0.7.2 +python-jose[cryptography]==3.3.0 +``` + +**前端依赖**(package.json): +```json +{ + "dependencies": { + "vue": "^3.3.8", + "vue-router": "^4.2.5", + "pinia": "^2.1.7", + "axios": "^1.6.2", + "element-plus": "^2.4.3", + "monaco-editor": "^0.44.0", + "sql-formatter": "^13.0.0" + } +} +``` + +**配置文件**(.env): +``` +APP_NAME=ERP AI Assistant +DB_SERVER=192.168.120.19 +DB_NAME=DMPF_HY +ANTHROPIC_API_KEY=your-key +CLAUDE_MODEL=claude-sonnet-4-6 +KNOWLEDGE_BASE_PATH=./knowledge_base +CHROMA_DB_PATH=./knowledge_base/chroma_db +EMBEDDING_MODEL=all-MiniLM-L6-v2 +``` + +--- + +## 十、部署方案 + +### 10.1 开发环境 + +``` +前端: http://localhost:5173 (Vite开发服务器) +后端: http://localhost:8000 (Uvicorn) +数据库: SQL Server (192.168.120.19) +知识库: 本地ChromaDB +``` + +### 10.2 生产环境 + +使用Docker Compose部署: + +```yaml +version: '3.8' +services: + backend: + build: ./backend + ports: ["8000:8000"] + environment: + - APP_ENV=production + - ANTHROPIC_API_KEY=${ANTHROPIC_API_KEY} + volumes: + - ./knowledge_base:/app/knowledge_base + - ./logs:/app/logs + + frontend: + build: ./frontend + ports: ["80:80"] + depends_on: [backend] +``` + +前端使用Nginx托管静态文件,反向代理API请求到后端。 + +--- + +## 十一、测试策略 + +### 11.1 单元测试 + +- 测试范围:工具函数、数据验证、SQL解析 +- 工具:pytest +- 覆盖率要求:>80% + +### 11.2 集成测试 + +- 测试范围:API接口、数据库操作、AI引擎 +- 工具:pytest + httpx +- 测试数据库:专用测试库 + +### 11.3 端到端测试 + +- 测试范围:完整的用户流程 +- 工具:Playwright +- 场景:新建功能完整流程(输入→生成→审核→执行→验证) + +### 11.4 性能测试 + +- 测试范围:API响应时间、并发能力 +- 工具:Locust +- 指标: + - API平均响应 < 500ms + - 支持10并发用户 + - SQL执行 < 1s + +--- + +## 十二、开发路线图 + +### Phase 1: MVP核心功能(4周) + +**Week 1-2: 基础架构** +- 项目初始化 +- 数据库连接池实现 +- FastAPI基础框架搭建 +- Vue3项目搭建 +- 基础API实现 + +**Week 3: AI引擎集成** +- Claude API集成 +- Prompt模板设计 +- 知识库构建(文档导入) +- RAG检索实现 + +**Week 4: 核心功能实现** +- 需求解析功能 +- 配置生成功能 +- 执行引擎实现 +- 前端界面完成 + +**交付成果**: +✓ 可以通过自然语言生成简单功能 +✓ Web界面可用 +✓ 核心流程打通 + +### Phase 2: 完善功能(3周) + +**Week 5-6: 知识库完善** +- 导入所有文档资料 +- 提取数据库元数据 +- 收集配置案例 +- 优化检索效果 + +**Week 7: 安全与优化** +- SQL注入防护 +- 事务回滚机制 +- 执行日志完善 +- 性能优化 + +**交付成果**: +✓ 知识库覆盖主要场景 +✓ 安全机制完善 +✓ 稳定性提升 + +### Phase 3: 生产就绪(2周) + +**Week 8: 测试与部署** +- 编写测试用例 +- Docker化部署 +- 监控告警配置 +- 文档完善 + +**Week 9: 试运行** +- 内部测试 +- Bug修复 +- 用户反馈收集 +- 优化改进 + +**交付成果**: +✓ 测试覆盖充分 +✓ 可生产部署 +✓ 文档齐全 + +--- + +## 十三、监控与运维 + +### 13.1 日志系统 + +**日志级别**: +- ERROR: 系统错误、SQL执行失败 +- WARNING: 性能警告、配置冲突 +- INFO: API调用、配置执行 +- DEBUG: 详细调试信息 + +**日志格式**: +```json +{ + "timestamp": "2026-03-21 10:23:01", + "level": "INFO", + "module": "executor", + "message": "执行SQL成功", + "details": { + "sql": "CREATE TABLE...", + "duration": "125ms" + } +} +``` + +**日志存储**: +- 本地文件: logs/app.log +- 自动轮转: 按天分割 +- 保留时间: 30天 + +### 13.2 性能优化策略 + +**数据库优化**: +- 连接池复用 +- 批量SQL执行 +- 使用索引查询元数据 +- 缓存表结构信息 + +**AI调用优化**: +- 上下文压缩 +- 并行检索知识库 +- 缓存相似问题的回答 +- 使用流式响应 + +**前端优化**: +- 代码分割 +- SQL编辑器异步加载 +- WebSocket实时推送 +- 请求防抖节流 + +**知识库优化**: +- 向量索引优化 +- 分块策略优化 +- 增量更新索引 +- 预热常用查询 + +### 13.3 安全加固 + +**认证与授权**: +- JWT Token认证 +- API速率限制 +- 操作权限校验 +- 敏感操作二次确认 + +**SQL安全**: +- 参数化查询 +- SQL白名单校验 +- 危险操作拦截 +- 执行前备份 + +**数据安全**: +- 数据库密码加密存储 +- API Key不在日志中明文 +- HTTPS传输加密 +- 定期备份 + +**审计与监控**: +- 所有操作可追溯 +- 异常行为告警 +- 定期安全审计 +- 访问日志分析 + +--- + +## 十四、后续演进方向 + +### 14.1 Phase 2功能(后台自动化服务) + +- 错误排查:监控SQL日志、自动识别错误、定位问题 +- 系统优化:性能分析、缓存管理、权限优化 +- 自动化任务:定期清理、自动备份、性能报告 + +### 14.2 功能增强 + +- **模板库**:预定义常用业务模板(销售订单、采购入库等) +- **批量操作**:批量配置多个功能 +- **配置对比**:对比不同配置的差异 +- **版本控制**:配置版本管理和回滚 + +### 14.3 架构演进 + +- 当用户量增长时,前后端分离部署,后端水平扩展 +- 当需要后台自动化时,拆分执行引擎为独立服务 +- 引入消息队列(Redis/RabbitMQ)处理异步任务 + +--- + +## 十五、成功指标 + +### 15.1 开发效率指标 + +- **配置时间**:从需求到上线,从平均4小时降至10分钟 +- **开发门槛**:非技术人员也能完成简单功能开发 +- **错误率**:配置错误率降低80% + +### 15.2 系统质量指标 + +- **API可用性**:>99.5% +- **API响应时间**:平均<500ms +- **SQL执行成功率**:>95%(有回滚保护) + +### 15.3 知识库指标 + +- **文档覆盖率**:平台文档100%导入 +- **案例数量**:第一个月积累50+成功案例 +- **检索准确率**:Top-3检索准确率>80% + +--- + +## 十六、风险与应对 + +### 16.1 技术风险 + +**风险**:Claude API调用失败或延迟 +**应对**: +- 实现重试机制(tenacity库) +- 设置合理超时 +- 提供降级方案(规则引擎) + +**风险**:SQL执行导致数据损坏 +**应对**: +- 事务保护机制 +- 执行前自动备份 +- 提供一键回滚功能 + +**风险**:知识库检索不准确 +**应对**: +- 持续优化分块策略 +- 收集用户反馈,优化检索 +- 定期评估和调整 + +### 16.2 业务风险 + +**风险**:AI理解需求偏差导致配置错误 +**应对**: +- 人工审核机制 +- 配置预览和确认 +- 执行日志和回滚 + +**风险**:开发人员不信任AI助手 +**应对**: +- 渐进式推广,先从简单功能开始 +- 完整的执行日志,操作透明 +- 持续优化,提高准确性 + +--- + +## 十七、总结 + +本设计文档详细描述了ERP智能助手系统的架构、功能、技术实现和部署方案。系统采用单体内核架构,使用Python + Vue 3技术栈,集成Claude API和RAG知识库,实现自动化功能开发。 + +**核心特点**: +- 知识驱动:三层知识库(文档+元数据+案例) +- 安全可靠:事务保护、执行日志、回滚机制 +- 人机协同:人工审核、配置预览、智能建议 +- 易用友好:自然语言输入、Web界面、实时监控 + +**开发计划**:9周完成MVP,分三阶段推进(基础架构→功能完善→生产就绪) + +**预期效果**:大幅提升开发效率,降低技术门槛,保证配置质量,沉淀知识资产。 + +--- + +**文档版本历史**: + +| 版本 | 日期 | 作者 | 说明 | +|------|------|------|------| +| 1.0 | 2026-03-21 | Claude Code | 初始设计文档 | \ No newline at end of file diff --git a/frontend/index.html b/frontend/index.html new file mode 100644 index 0000000..7a2cdfc --- /dev/null +++ b/frontend/index.html @@ -0,0 +1,13 @@ + + + + + + + ERP AI Assistant + + +
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"devDependencies": { + "@vitejs/plugin-vue": "^4.5.1", + "vite": "^5.0.4" + } +} \ No newline at end of file diff --git a/frontend/src/App.vue b/frontend/src/App.vue new file mode 100644 index 0000000..ae21fc4 --- /dev/null +++ b/frontend/src/App.vue @@ -0,0 +1,22 @@ + + + + + \ No newline at end of file diff --git a/frontend/src/api/index.js b/frontend/src/api/index.js new file mode 100644 index 0000000..6de3d3a --- /dev/null +++ b/frontend/src/api/index.js @@ -0,0 +1,52 @@ +import axios from 'axios' + +const api = axios.create({ + baseURL: '/api/v1', + timeout: 60000, + headers: { + 'Content-Type': 'application/json' + } +}) + +// 响应拦截器 +api.interceptors.response.use( + response => response.data, + error => { + console.error('API Error:', error) + return Promise.reject(error) + } +) + +/** + * 分析用户需求 + */ +export const analyzeRequirement = (data) => { + return api.post('/analyze', { + input_type: 'natural_language', + content: data.content, + session_id: data.session_id + }) +} + +/** + * 生成配置 + */ +export const generateConfig = (data) => { + return api.post('/generate', { + session_id: data.session_id, + requirements: data.requirements + }) +} + +/** + * 执行配置 + */ +export const executeConfig = (data) => { + return api.post('/execute', { + session_id: data.session_id, + confirmed: data.confirmed || true, + backup_enabled: data.backup_enabled || true + }) +} + +export default api \ No newline at end of file diff --git a/frontend/src/main.js b/frontend/src/main.js new file mode 100644 index 0000000..06c3224 --- /dev/null +++ b/frontend/src/main.js @@ -0,0 +1,14 @@ +import { createApp } from 'vue' +import { createPinia } from 'pinia' +import ElementPlus from 'element-plus' +import 'element-plus/dist/index.css' +import App from './App.vue' +import router from './router' + +const app = createApp(App) + +app.use(createPinia()) +app.use(router) +app.use(ElementPlus) + +app.mount('#app') \ No newline at end of file diff --git a/frontend/src/router/index.js b/frontend/src/router/index.js new file mode 100644 index 0000000..cf40bc1 --- /dev/null +++ b/frontend/src/router/index.js @@ -0,0 +1,31 @@ +import { createRouter, createWebHistory } from 'vue-router' + +const routes = [ + { + path: '/', + component: () => import('../views/Layout.vue'), + children: [ + { + path: '', + redirect: '/create' + }, + { + path: 'create', + name: 'CreateFunction', + component: () => import('../views/CreateFunction.vue') + }, + { + path: 'history', + name: 'History', + component: () => import('../views/History.vue') + } + ] + } +] + +const router = createRouter({ + history: createWebHistory(), + routes +}) + +export default router \ No newline at end of file diff --git a/frontend/src/stores/function.js b/frontend/src/stores/function.js new file mode 100644 index 0000000..b8a8c48 --- /dev/null +++ b/frontend/src/stores/function.js @@ -0,0 +1,61 @@ +import { defineStore } from 'pinia' +import { ref } from 'vue' + +export const useFunctionStore = defineStore('function', () => { + // 状态 + const currentSession = ref(null) + const analysisResult = ref(null) + const configResult = ref(null) + const executeResult = ref(null) + const loading = ref({ + analyzing: false, + generating: false, + executing: false + }) + + // 重置状态 + const reset = () => { + currentSession.value = null + analysisResult.value = null + configResult.value = null + executeResult.value = null + loading.value = { + analyzing: false, + generating: false, + executing: false + } + } + + // 设置会话 + const setSession = (sessionId) => { + currentSession.value = sessionId + } + + // 设置分析结果 + const setAnalysisResult = (result) => { + analysisResult.value = result + } + + // 设置配置结果 + const setConfigResult = (result) => { + configResult.value = result + } + + // 设置执行结果 + const setExecuteResult = (result) => { + executeResult.value = result + } + + return { + currentSession, + analysisResult, + configResult, + executeResult, + loading, + reset, + setSession, + setAnalysisResult, + setConfigResult, + setExecuteResult + } +}) \ No newline at end of file diff --git a/frontend/src/stores/index.js b/frontend/src/stores/index.js new file mode 100644 index 0000000..e7d1ffb --- /dev/null +++ b/frontend/src/stores/index.js @@ -0,0 +1,3 @@ +import { createPinia } from 'pinia' + +export const pinia = createPinia() \ No newline at end of file diff --git a/frontend/src/views/CreateFunction.vue b/frontend/src/views/CreateFunction.vue new file mode 100644 index 0000000..d5489d0 --- /dev/null +++ b/frontend/src/views/CreateFunction.vue @@ -0,0 +1,380 @@ + + + + + \ No newline at end of file diff --git a/frontend/src/views/History.vue b/frontend/src/views/History.vue new file mode 100644 index 0000000..8812455 --- /dev/null +++ b/frontend/src/views/History.vue @@ -0,0 +1,28 @@ + + + + + \ No newline at end of file diff --git a/frontend/src/views/Layout.vue b/frontend/src/views/Layout.vue new file mode 100644 index 0000000..a0f694c --- /dev/null +++ b/frontend/src/views/Layout.vue @@ -0,0 +1,69 @@ + + + + + \ No newline at end of file diff --git a/frontend/vite.config.js b/frontend/vite.config.js new file mode 100644 index 0000000..0f8c31e --- /dev/null +++ b/frontend/vite.config.js @@ -0,0 +1,17 @@ +import { defineConfig } from 'vite' +import vue from '@vitejs/plugin-vue' + +// https://vitejs.dev/config/ +export default defineConfig({ + plugins: [vue()], + server: { + host: '0.0.0.0', // 允许局域网访问 + port: 5173, + proxy: { + '/api': { + target: 'http://localhost:8000', + changeOrigin: true + } + } + } +}) \ No newline at end of file