718 lines
21 KiB
Markdown
718 lines
21 KiB
Markdown
# 接口完整对齐实施计划
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> **For Claude:** REQUIRED SUB-SKILL: Use superpowers:executing-plans to implement this plan task-by-task.
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**Goal:** 根据 `兰溪-流水分析对接3.md` 文档，完整对齐 Mock 服务器的所有7个接口实现
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**Architecture:** 保持无数据库架构，通过扩展内存数据模型支持完整字段，新增1个接口，完善6个现有接口的响应字段
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**Tech Stack:** FastAPI, Python 3.8+, Pydantic
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---
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## Task 1: 扩展 FileRecord 数据模型
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**Files:**
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- Modify: `services/file_service.py`
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**Step 1: 读取现有 file_service.py 文件**
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先查看当前的 FileRecord 实现。
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**Step 2: 扩展 FileRecord 类添加所有新字段**
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在 `FileRecord` 类中添加以下字段：
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```python
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from dataclasses import dataclass, field
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from typing import List
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import uuid
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from datetime import datetime
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@dataclass
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class FileRecord:
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"""文件记录模型（扩展版）"""
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# 原有字段
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log_id: int
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group_id: int
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file_name: str
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status: int = -5 # -5 表示解析成功
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upload_status_desc: str = "data.wait.confirm.newaccount"
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parsing: bool = True # True表示正在解析
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# 新增字段 - 账号和主体信息
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account_no_list: List[str] = field(default_factory=list)
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enterprise_name_list: List[str] = field(default_factory=list)
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# 新增字段 - 银行和模板信息
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bank_name: str = "ZJRCU"
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real_bank_name: str = "ZJRCU"
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template_name: str = "ZJRCU_T251114"
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data_type_info: List[str] = field(default_factory=lambda: ["CSV", ","])
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# 新增字段 - 文件元数据
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file_size: int = 50000
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download_file_name: str = ""
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file_package_id: str = field(default_factory=lambda: str(uuid.uuid4()).replace('-', ''))
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# 新增字段 - 上传用户信息
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file_upload_by: int = 448
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file_upload_by_user_name: str = "admin@support.com"
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file_upload_time: str = field(default_factory=lambda: datetime.now().strftime("%Y-%m-%d %H:%M:%S"))
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# 新增字段 - 法律实体信息
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le_id: int = 10000
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login_le_id: int = 10000
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log_type: str = "bankstatement"
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log_meta: str = "{\"lostHeader\":[],\"balanceAmount\":true}"
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lost_header: List[str] = field(default_factory=list)
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# 新增字段 - 记录统计
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rows: int = 0
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source: str = "http"
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total_records: int = 150
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is_split: int = 0
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# 新增字段 - 交易日期范围
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trx_date_start_id: int = 20240101
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trx_date_end_id: int = 20241231
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```
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**Step 3: 验证服务能正常启动**
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```bash
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python main.py
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```
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预期：服务启动成功，无报错信息。
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---
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## Task 2: 更新 upload_file 方法初始化所有字段
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**Files:**
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- Modify: `services/file_service.py`
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**Step 1: 读取 upload_file 方法**
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查看当前的 `upload_file` 方法实现。
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**Step 2: 根据文件名推断银行名称**
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在 `upload_file` 方法中添加银行名称推断逻辑：
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```python
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def _infer_bank_name(self, filename: str) -> tuple:
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"""根据文件名推断银行名称和模板名称"""
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if "支付宝" in filename or "alipay" in filename.lower():
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return "ALIPAY", "ALIPAY_T220708"
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elif "绍兴银行" in filename or "BSX" in filename:
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return "BSX", "BSX_T240925"
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else:
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return "ZJRCU", "ZJRCU_T251114"
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async def upload_file(self, group_id: int, file: UploadFile, background_tasks: BackgroundTasks) -> dict:
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"""上传文件并初始化所有字段"""
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# 生成新的 log_id
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self.current_log_id += 1
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log_id = self.current_log_id
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# 推断银行信息
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bank_name, template_name = self._infer_bank_name(file.filename)
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# 生成合理的交易日期范围
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import random
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from datetime import datetime, timedelta
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end_date = datetime.now()
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start_date = end_date - timedelta(days=random.randint(90, 365))
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trx_date_start_id = int(start_date.strftime("%Y%m%d"))
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trx_date_end_id = int(end_date.strftime("%Y%m%d"))
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# 生成随机账号和主体
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account_no = f"{random.randint(10000000000, 99999999999)}"
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enterprise_names = ["测试主体"] if random.random() > 0.3 else [""]
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# 创建完整的文件记录
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file_record = FileRecord(
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log_id=log_id,
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group_id=group_id,
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file_name=file.filename,
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download_file_name=file.filename,
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bank_name=bank_name,
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real_bank_name=bank_name,
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template_name=template_name,
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account_no_list=[account_no],
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enterprise_name_list=enterprise_names,
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le_id=10000 + random.randint(0, 9999),
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login_le_id=10000 + random.randint(0, 9999),
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file_size=random.randint(10000, 100000),
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total_records=random.randint(100, 300),
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trx_date_start_id=trx_date_start_id,
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trx_date_end_id=trx_date_end_id,
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parsing=True,
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status=-5
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)
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# 存储记录
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self.file_records[log_id] = file_record
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# 添加后台任务（延迟解析）
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background_tasks.add_task(self._delayed_parse, log_id)
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# 构建响应
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return self._build_upload_response(file_record)
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```
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**Step 3: 实现 _build_upload_response 方法**
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```python
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def _build_upload_response(self, file_record: FileRecord) -> dict:
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"""构建上传接口的完整响应"""
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return {
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"code": "200",
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"data": {
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"accountsOfLog": {
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str(file_record.log_id): [
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{
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"bank": file_record.bank_name,
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"accountName": file_record.enterprise_name_list[0] if file_record.enterprise_name_list else "",
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"accountNo": file_record.account_no_list[0] if file_record.account_no_list else "",
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"currency": "CNY"
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}
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]
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},
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"uploadLogList": [
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{
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"accountNoList": file_record.account_no_list,
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"bankName": file_record.bank_name,
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"dataTypeInfo": file_record.data_type_info,
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"downloadFileName": file_record.download_file_name,
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"enterpriseNameList": file_record.enterprise_name_list,
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"filePackageId": file_record.file_package_id,
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"fileSize": file_record.file_size,
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"fileUploadBy": file_record.file_upload_by,
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"fileUploadByUserName": file_record.file_upload_by_user_name,
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"fileUploadTime": file_record.file_upload_time,
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"leId": file_record.le_id,
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"logId": file_record.log_id,
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"logMeta": file_record.log_meta,
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"logType": file_record.log_type,
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"loginLeId": file_record.login_le_id,
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"lostHeader": file_record.lost_header,
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"realBankName": file_record.real_bank_name,
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"rows": file_record.rows,
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"source": file_record.source,
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"status": file_record.status,
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"templateName": file_record.template_name,
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"totalRecords": file_record.total_records,
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"trxDateEndId": file_record.trx_date_end_id,
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"trxDateStartId": file_record.trx_date_start_id,
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"uploadFileName": file_record.file_name,
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"uploadStatusDesc": file_record.upload_status_desc
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}
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],
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"uploadStatus": 1
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},
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"status": "200",
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"successResponse": True
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}
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```
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**Step 4: 验证上传接口返回完整字段**
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重启服务并调用上传接口，检查响应是否包含所有字段。
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---
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## Task 3: 添加 get_upload_status 方法
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**Files:**
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- Modify: `services/file_service.py`
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**Step 1: 实现 get_upload_status 方法**
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在 `FileService` 类中添加新方法：
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```python
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def get_upload_status(self, group_id: int, log_id: int = None) -> dict:
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"""获取文件上传状态（接口5）"""
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logs = []
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if log_id:
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# 返回特定文件的状态
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if log_id in self.file_records:
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record = self.file_records[log_id]
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if record.group_id == group_id:
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logs.append(self._build_log_detail(record))
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else:
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# 返回该项目的所有文件状态
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for record in self.file_records.values():
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if record.group_id == group_id:
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logs.append(self._build_log_detail(record))
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# 构建响应
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return {
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"code": "200",
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"data": {
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"logs": logs,
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"status": "",
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"accountId": 8954,
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"currency": "CNY"
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},
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"status": "200",
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"successResponse": True
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}
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def _build_log_detail(self, record: FileRecord) -> dict:
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"""构建日志详情对象"""
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return {
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"accountNoList": record.account_no_list,
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"bankName": record.bank_name,
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"dataTypeInfo": record.data_type_info,
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"downloadFileName": record.download_file_name,
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"enterpriseNameList": record.enterprise_name_list,
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"fileSize": record.file_size,
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"fileUploadBy": record.file_upload_by,
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"fileUploadByUserName": record.file_upload_by_user_name,
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"fileUploadTime": record.file_upload_time,
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"isSplit": record.is_split,
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"leId": record.le_id,
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"logId": record.log_id,
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"logMeta": record.log_meta,
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"logType": record.log_type,
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"loginLeId": record.login_le_id,
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"lostHeader": record.lost_header,
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"realBankName": record.real_bank_name,
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"rows": record.rows,
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"source": record.source,
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"status": record.status,
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"templateName": record.template_name,
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"totalRecords": record.total_records,
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"trxDateEndId": record.trx_date_end_id,
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"trxDateStartId": record.trx_date_start_id,
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"uploadFileName": record.file_name,
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"uploadStatusDesc": record.upload_status_desc
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}
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```
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**Step 2: 验证方法能正确查询文件记录**
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在代码中确保 `file_records` 字典正确初始化和管理。
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---
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## Task 4: 在 API 路由中添加新接口
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**Files:**
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- Modify: `routers/api.py`
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**Step 1: 读取现有 api.py 文件**
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查看当前的路由定义。
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**Step 2: 添加 GET 接口路由**
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在接口5的位置（check_parse_status 和 delete_files 之间）添加：
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```python
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# ==================== 接口5：获取文件上传状态 ====================
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@router.get("/watson/api/project/bs/upload")
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async def get_upload_status(
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groupId: int = Form(..., description="项目id"),
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logId: Optional[int] = Form(None, description="文件id"),
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):
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"""获取单个文件上传后的状态
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如果不提供 logId，返回该项目的所有文件状态
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"""
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return file_service.get_upload_status(groupId, logId)
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```
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**Step 3: 确认导入了 Optional**
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在文件顶部确认：
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```python
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from typing import List, Optional
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```
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**Step 4: 验证新接口出现在 Swagger 文档中**
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重启服务，访问 http://localhost:8000/docs，确认能看到新的 GET 接口。
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---
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## Task 5: 更新 check_parse_status 响应字段
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**Files:**
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- Modify: `services/file_service.py`
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**Step 1: 修改 check_parse_status 方法**
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确保返回的 pendingList 包含所有字段：
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```python
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def check_parse_status(self, group_id: int, inprogress_list: str) -> dict:
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"""检查文件解析状态"""
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log_ids = [int(id.strip()) for id in inprogress_list.split(",")]
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pending_list = []
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all_parsing_complete = True
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for log_id in log_ids:
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if log_id in self.file_records:
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record = self.file_records[log_id]
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if record.parsing:
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all_parsing_complete = False
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pending_list.append(self._build_log_detail(record))
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return {
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"code": "200",
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"data": {
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"parsing": not all_parsing_complete,
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"pendingList": pending_list
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},
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"status": "200",
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"successResponse": True
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}
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```
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**Step 2: 验证解析状态接口返回完整字段**
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调用接口4，检查响应中的 pendingList 是否包含所有字段。
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---
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## Task 6: 更新 delete_files 方法响应格式
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**Files:**
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- Modify: `services/file_service.py`
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**Step 1: 修改 delete_files 方法**
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确保响应的 code 字段为 "200 OK"：
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```python
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def delete_files(self, group_id: int, log_ids: List[int], user_id: int) -> dict:
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"""批量删除文件"""
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deleted_count = 0
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for log_id in log_ids:
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if log_id in self.file_records:
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del self.file_records[log_id]
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deleted_count += 1
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return {
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"code": "200 OK", # 注意：这里是 "200 OK" 不是 "200"
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"data": {
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"message": "delete.files.success"
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},
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"message": "delete.files.success",
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"status": "200",
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"successResponse": True
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}
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```
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**Step 2: 验证删除接口响应格式正确**
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调用删除接口，检查响应的 code 字段是否为 "200 OK"。
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---
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## Task 7: 更新 token.json 响应模板
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**Files:**
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- Modify: `config/responses/token.json`
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**Step 1: 确认 analysisType 为 Integer**
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确保 token.json 中的 analysisType 字段类型正确：
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```json
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{
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"success_response": {
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"code": "200",
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"data": {
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"token": "eyJ0eXAiOiJKV1QiLCJhbGciOiJIUzI1NiJ9.mock_token_{project_id}",
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"projectId": "{project_id}",
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"projectNo": "{project_no}",
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"entityName": "{entity_name}",
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"analysisType": 0
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},
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"message": "create.token.success",
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"status": "200",
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"successResponse": true
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}
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}
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```
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确认 `analysisType` 的值是数字 0，不是字符串 "0"。
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**Step 2: 验证接口1响应正确**
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调用 getToken 接口，检查 analysisType 的类型。
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---
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## Task 8: 创建 upload_status.json 响应模板
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**Files:**
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- Create: `config/responses/upload_status.json`
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**Step 1: 创建新的响应模板文件**
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创建文件并添加内容（虽然实际响应在代码中构建，但保留模板作为参考）：
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```json
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{
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"success_response": {
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"code": "200",
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"data": {
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"logs": [
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{
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"accountNoList": ["18785967364"],
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"bankName": "ALIPAY",
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"dataTypeInfo": ["CSV", ","],
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"downloadFileName": "支付宝.csv",
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"enterpriseNameList": ["曾孝成"],
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"fileSize": 16322,
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"fileUploadBy": 448,
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"fileUploadByUserName": "admin@support.com",
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"fileUploadTime": "2025-03-13 08:45:32",
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"isSplit": 0,
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"leId": 10741,
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"logId": 13994,
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"logMeta": "{\"lostHeader\":[],\"balanceAmount\":\"-1\"}",
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"logType": "bankstatement",
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"loginLeId": 10741,
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"lostHeader": [],
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"realBankName": "ALIPAY",
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"rows": 0,
|
||
"source": "http",
|
||
"status": -5,
|
||
"templateName": "ALIPAY_T220708",
|
||
"totalRecords": 127,
|
||
"trxDateEndId": 20231231,
|
||
"trxDateStartId": 20230102,
|
||
"uploadFileName": "支付宝.pdf",
|
||
"uploadStatusDesc": "data.wait.confirm.newaccount"
|
||
}
|
||
],
|
||
"status": "",
|
||
"accountId": 8954,
|
||
"currency": "CNY"
|
||
},
|
||
"status": "200",
|
||
"successResponse": true
|
||
}
|
||
}
|
||
```
|
||
|
||
---
|
||
|
||
## Task 9: 更新 bank_statement.json 响应模板
|
||
|
||
**Files:**
|
||
- Modify: `config/responses/bank_statement.json`
|
||
|
||
**Step 1: 补充流水记录的所有字段**
|
||
|
||
确保 bank_statement.json 包含所有50+个字段：
|
||
|
||
```json
|
||
{
|
||
"success_response": {
|
||
"code": "200",
|
||
"data": {
|
||
"bankStatementList": [
|
||
{
|
||
"accountId": 0,
|
||
"accountMaskNo": "101015251071645",
|
||
"accountingDate": "2024-02-01",
|
||
"accountingDateId": 20240201,
|
||
"archivingFlag": 0,
|
||
"attachments": 0,
|
||
"balanceAmount": 4814.82,
|
||
"bank": "ZJRCU",
|
||
"bankComments": "",
|
||
"bankStatementId": 12847662,
|
||
"bankTrxNumber": "1a10458dd5c3366d7272285812d434fc",
|
||
"batchId": 19135,
|
||
"cashType": "1",
|
||
"commentsNum": 0,
|
||
"crAmount": 0,
|
||
"cretNo": "230902199012261247",
|
||
"currency": "CNY",
|
||
"customerAccountMaskNo": "597671502",
|
||
"customerBank": "",
|
||
"customerId": -1,
|
||
"customerName": "小店",
|
||
"customerReference": "",
|
||
"downPaymentFlag": 0,
|
||
"drAmount": 245.8,
|
||
"exceptionType": "",
|
||
"groupId": 16238,
|
||
"internalFlag": 0,
|
||
"leId": 16308,
|
||
"leName": "张传伟",
|
||
"overrideBsId": 0,
|
||
"paymentMethod": "",
|
||
"sourceCatalogId": 0,
|
||
"split": 0,
|
||
"subBankstatementId": 0,
|
||
"toDoFlag": 0,
|
||
"transAmount": 245.8,
|
||
"transFlag": "P",
|
||
"transTypeId": 0,
|
||
"transformAmount": 0,
|
||
"transformCrAmount": 0,
|
||
"transformDrAmount": 0,
|
||
"transfromBalanceAmount": 0,
|
||
"trxBalance": 0,
|
||
"trxDate": "2024-02-01 10:33:44",
|
||
"userMemo": "财付通消费_小店"
|
||
}
|
||
],
|
||
"totalCount": 131
|
||
},
|
||
"status": "200",
|
||
"successResponse": true
|
||
}
|
||
}
|
||
```
|
||
|
||
**Step 2: 验证流水查询接口返回所有字段**
|
||
|
||
调用 getBSByLogId 接口，检查响应是否包含所有字段。
|
||
|
||
---
|
||
|
||
## Task 10: 添加 40100 错误码
|
||
|
||
**Files:**
|
||
- Modify: `utils/error_simulator.py`
|
||
|
||
**Step 1: 在 ERROR_CODES 字典中添加新错误码**
|
||
|
||
```python
|
||
ERROR_CODES = {
|
||
"40100": {"code": "40100", "message": "未知异常"},
|
||
"40101": {"code": "40101", "message": "appId错误"},
|
||
"40102": {"code": "40102", "message": "appSecretCode错误"},
|
||
"40104": {"code": "40104", "message": "可使用项目次数为0，无法创建项目"},
|
||
"40105": {"code": "40105", "message": "只读模式下无法新建项目"},
|
||
"40106": {"code": "40106", "message": "错误的分析类型，不在规定的取值范围内"},
|
||
"40107": {"code": "40107", "message": "当前系统不支持的分析类型"},
|
||
"40108": {"code": "40108", "message": "当前用户所属行社无权限"},
|
||
"501014": {"code": "501014", "message": "无行内流水文件"},
|
||
}
|
||
```
|
||
|
||
**Step 2: 验证错误码能正确触发**
|
||
|
||
调用任意接口，在参数中包含 `error_40100`，检查是否返回对应错误。
|
||
|
||
---
|
||
|
||
## Task 11: 更新 CLAUDE.md 文档
|
||
|
||
**Files:**
|
||
- Modify: `CLAUDE.md`
|
||
|
||
**Step 1: 更新接口列表说明**
|
||
|
||
在 "API 接口说明" 部分更新为：
|
||
|
||
```markdown
|
||
## API 接口说明
|
||
|
||
7个核心接口：
|
||
|
||
1. `/account/common/getToken` (POST) - 创建项目并获取 Token
|
||
2. `/watson/api/project/remoteUploadSplitFile` (POST) - 上传流水文件（multipart/form-data）
|
||
3. `/watson/api/project/getJZFileOrZjrcuFile` (POST) - 拉取行内流水
|
||
4. `/watson/api/project/upload/getpendings` (POST) - 检查文件解析状态
|
||
5. `/watson/api/project/bs/upload` (GET) - 获取单个文件上传后的状态
|
||
6. `/watson/api/project/batchDeleteUploadFile` (POST) - 批量删除文件
|
||
7. `/watson/api/project/getBSByLogId` (POST) - 获取银行流水（分页）
|
||
|
||
详细接口文档请访问 Swagger UI (`/docs`) 或查看 `assets/兰溪-流水分析对接3.md`。
|
||
```
|
||
|
||
**Step 2: 更新注意事项**
|
||
|
||
添加关于响应字段完整性的说明：
|
||
|
||
```markdown
|
||
## 注意事项
|
||
|
||
- **数据持久化**: 所有数据存储在内存中，服务重启后数据丢失
|
||
- **响应字段完整性**: 所有接口响应字段完全对齐接口文档示例
|
||
- **并发安全**: 当前实现未考虑多线程安全，生产环境需要加锁
|
||
- **文件存储**: 上传的文件不实际保存，仅模拟元数据
|
||
- **错误标记**: 错误触发通过字符串匹配实现，确保测试数据唯一性
|
||
- **后台任务**: FastAPI BackgroundTasks 在同一进程内执行，不会阻塞响应
|
||
- **请求头处理**: X-Xencio-Client-Id 请求头不验证，接受任意值
|
||
```
|
||
|
||
---
|
||
|
||
## Task 12: 最终验证
|
||
|
||
**Files:**
|
||
- All modified files
|
||
|
||
**Step 1: 启动服务**
|
||
|
||
```bash
|
||
python main.py
|
||
```
|
||
|
||
预期：服务正常启动，无报错。
|
||
|
||
**Step 2: 访问 Swagger 文档**
|
||
|
||
访问 http://localhost:8000/docs
|
||
|
||
预期：能看到所有7个接口，包括新增的 GET 接口。
|
||
|
||
**Step 3: 测试所有7个接口**
|
||
|
||
使用 Swagger UI 或 curl 测试每个接口，确保：
|
||
1. 接口1：返回包含 analysisType (Integer) 的响应
|
||
2. 接口2：返回包含 accountsOfLog 和完整 uploadLogList 的响应
|
||
3. 接口3：返回 logId 数组
|
||
4. 接口4：返回包含完整字段的 pendingList
|
||
5. 接口5：返回包含完整字段的 logs 数组
|
||
6. 接口6：返回 code 为 "200 OK" 的响应
|
||
7. 接口7：返回包含所有50+字段的 bankStatementList
|
||
|
||
**Step 4: 测试错误码**
|
||
|
||
调用接口1，使用参数 `projectNo: "test_error_40100"`
|
||
|
||
预期：返回 40100 错误。
|
||
|
||
---
|
||
|
||
## Success Criteria
|
||
|
||
- [x] FileRecord 包含所有必需字段
|
||
- [x] upload_file 方法正确初始化所有字段
|
||
- [x] get_upload_status 方法正确实现
|
||
- [x] 新接口出现在 /docs 中
|
||
- [x] 所有响应字段完全对齐文档示例
|
||
- [x] 40100 错误码能正确触发
|
||
- [x] 服务启动无报错
|
||
- [x] 所有7个接口都能正常调用
|
||
|
||
---
|
||
|
||
## Notes
|
||
|
||
- 所有代码修改都保持向后兼容
|
||
- 无需数据库迁移（使用内存存储）
|
||
- 错误处理机制保持不变
|
||
- 请求头 X-Xencio-Client-Id 不验证
|