HaHafeng
0c590854b5
Features: - Add V2.9 enhancements: Cron Skill, User Profiling, Feedback Loop, Multi-Intent Handling - Create modular development plan documents (database, engines, services, memory, tasks) - Add V2.5/V2.6/V2.8/V2.9 design documents for architecture evolution - Add system design white papers and implementation guides Architecture: - Dual-Brain Architecture (SOP + ReAct engines) - Three-layer memory system (Flow Log, Hot Memory, History Book) - ProfilerService for personalized responses - SchedulerService with Cron Skill support Also includes: - Frontend nginx config updates - Backend test scripts for WeChat signature - Database backup files Co-authored-by: Cursor <cursoragent@cursor.com>
437 lines
12 KiB
Markdown
437 lines
12 KiB
Markdown
# IIT Manager Agent 数据库设计
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> **版本：** V2.9
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> **更新日期：** 2026-02-05
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> **关联文档：** [IIT Manager Agent V2.6 综合开发计划](./IIT%20Manager%20Agent%20V2.6%20综合开发计划.md)
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>
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> **V2.9 更新**：
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> - 扩展 `iit_skills` 表支持 Cron Skill（主动提醒）
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> - 扩展 `iit_conversation_history` 表增加反馈字段
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> - 更新 `iit_project_memory` 内容结构（用户画像）
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---
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## 1. 数据库表总览
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| 表名 | 用途 | Phase | 优先级 |
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|------|------|-------|--------|
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| `iit_skills` | Skill 配置存储 | 1 | P0 |
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| `iit_field_mapping` | 字段名映射字典 | 1 | P0 |
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| `iit_task_run` | SOP 任务执行记录 | 2 | P0 |
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| `iit_pending_actions` | 待处理的违规记录 | 2 | P0 |
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| `iit_conversation_history` | 对话历史（流水账） | 2 | P1 |
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| `iit_project_memory` | 项目级热记忆（Markdown） | 2 | P1 |
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| `iit_weekly_reports` | 周报归档（历史书） | 4 | P1 |
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| `iit_agent_trace` | ReAct 推理轨迹 | 5 | P2 |
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| `iit_form_templates` | 表单模板（视觉识别） | 6 | 延后 |
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---
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## 2. Phase 1：基础配置表
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### 2.1 iit_skills - Skill 配置存储
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```prisma
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model IitSkill {
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id String @id @default(uuid())
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projectId String // 绑定项目
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skillType String // qc_process | daily_briefing | general_chat | weekly_report | visit_reminder
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name String // 技能名称
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config Json // 核心配置 JSON（SOP 流程图）
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isActive Boolean @default(true)
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version Int @default(1)
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// V2.9 新增：主动触发能力
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triggerType String @default("webhook") // 'webhook' | 'cron' | 'event'
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cronSchedule String? // Cron 表达式，如 "0 9 * * *" (每天9点)
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createdAt DateTime @default(now())
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updatedAt DateTime @updatedAt
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@@unique([projectId, skillType])
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@@map("iit_skills")
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@@schema("iit_schema")
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}
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```
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**触发类型说明**：
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| triggerType | 触发方式 | 示例场景 |
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|-------------|----------|----------|
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| `webhook` | 用户消息触发（默认） | 质控任务、问答查询 |
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| `cron` | 定时触发 | 访视提醒、周报生成 |
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| `event` | 事件触发（预留） | AE 预警、数据变更通知 |
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**Skill 配置示例（SOP 流程图）**：
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```json
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{
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"name": "肺癌研究入组质控",
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"start_node": "baseline_check",
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"nodes": {
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"baseline_check": {
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"type": "hard_rule",
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"rules": [
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{ "field": "age", "logic": { ">=": [{"var":"age"}, 18] }, "message": "年龄<18岁" },
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{ "field": "age", "logic": { "<=": [{"var":"age"}, 75] }, "message": "年龄>75岁" },
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{ "field": "ecog", "logic": { "<=": [{"var":"ecog"}, 2] }, "message": "ECOG>2" }
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],
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"on_pass": "history_check",
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"on_fail": "end_with_violation"
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},
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"history_check": {
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"type": "soft_instruction",
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"instruction": "检查既往史，排除间质性肺炎、活动性感染、严重心血管疾病。",
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"tools": ["read_clinical_data"],
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"on_pass": "medication_check",
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"on_fail": "end_review_required"
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},
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"human_review": {
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"type": "human_review",
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"description": "需要 CRC 人工复核",
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"on_approve": "end_success",
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"on_reject": "end_rejected"
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}
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}
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}
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```
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**Cron Skill 配置示例（V2.9 新增）**：
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```json
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{
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"skillType": "visit_reminder",
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"name": "每日访视提醒",
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"triggerType": "cron",
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"cronSchedule": "0 9 * * *",
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"config": {
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"start_node": "check_upcoming_visits",
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"nodes": {
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"check_upcoming_visits": {
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"type": "soft_instruction",
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"instruction": "查询未来 3 天内到期的访视，生成提醒列表",
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"tools": ["read_clinical_data"],
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"on_pass": "send_reminder",
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"on_fail": "end_no_visits"
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},
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"send_reminder": {
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"type": "soft_instruction",
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"instruction": "根据用户画像选择合适的通知方式和语气，发送提醒",
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"tools": ["send_message"],
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"on_pass": "end_success"
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}
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}
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}
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}
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```
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---
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### 2.2 iit_field_mapping - 字段名映射字典
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```prisma
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model IitFieldMapping {
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id String @id @default(uuid())
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projectId String // 项目级别映射
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aliasName String // LLM 可能传的名称（如 "gender", "性别"）
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actualName String // REDCap 实际字段名（如 "sex"）
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createdAt DateTime @default(now())
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@@unique([projectId, aliasName])
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@@index([projectId])
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@@map("iit_field_mapping")
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@@schema("iit_schema")
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}
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```
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**初始化示例**：
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```sql
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INSERT INTO iit_field_mapping (project_id, alias_name, actual_name) VALUES
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('project-uuid', 'age', 'age_calculated'),
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('project-uuid', '年龄', 'age_calculated'),
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('project-uuid', 'ecog', 'ecog_score'),
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('project-uuid', '既往史', 'medical_history_text'),
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('project-uuid', 'history', 'medical_history_text'),
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('project-uuid', '性别', 'sex'),
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('project-uuid', 'gender', 'sex');
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```
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---
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## 3. Phase 2：SOP 执行与记忆表
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### 3.1 iit_task_run - SOP 任务执行记录
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```prisma
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model IitTaskRun {
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id String @id @default(uuid())
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projectId String
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skillId String // 关联的 Skill
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recordId String? // 关联的患者（如有）
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triggeredBy String // 触发者 userId
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status String // RUNNING | SUSPENDED | COMPLETED | FAILED
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currentNode String? // 当前执行到的节点
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trace Json? // 执行轨迹
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resumeCallback String? // SUSPENDED 时，恢复后的下一步
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rejectCallback String? // SUSPENDED 被拒绝时的下一步
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suspendedAt DateTime?
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resumedAt DateTime?
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completedAt DateTime?
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createdAt DateTime @default(now())
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updatedAt DateTime @updatedAt
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@@index([projectId, status])
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@@index([recordId])
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@@map("iit_task_run")
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@@schema("iit_schema")
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}
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```
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---
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### 3.2 iit_pending_actions - 待处理的违规记录
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```prisma
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model IitPendingAction {
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id String @id @default(uuid())
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projectId String
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taskRunId String // 来源任务
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recordId String? // 关联患者
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actionType String // violation | warning | review_required
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field String? // 违规字段
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message String // 违规描述
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severity String // error | warning | info
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resolvedBy String? // 处理人
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resolvedAt DateTime?
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resolution String? // 处理结论
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createdAt DateTime @default(now())
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@@index([projectId, actionType])
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@@index([recordId])
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@@map("iit_pending_actions")
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@@schema("iit_schema")
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}
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```
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---
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### 3.3 iit_conversation_history - 对话历史（流水账）
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> **V2.8 设计**：这是原始对话流水，不直接注入 Prompt，只用于生成周报
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>
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> **V2.9 新增**：增加反馈字段，支持用户点赞/点踩
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```prisma
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model IitConversationHistory {
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id String @id @default(uuid())
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projectId String
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userId String
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recordId String? // 关联的患者（如有）
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role String // user | assistant
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content String @db.Text
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intent String? // 识别出的意图类型
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entities Json? // 提取的实体 { record_id, visit, ... }
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// V2.9 新增：反馈循环
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feedback String? // 'thumbs_up' | 'thumbs_down' | null
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feedbackReason String? // 点踩原因：'too_long' | 'inaccurate' | 'unclear'
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createdAt DateTime @default(now())
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@@index([projectId, userId])
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@@index([projectId, recordId])
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@@index([createdAt])
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@@map("iit_conversation_history")
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@@schema("iit_schema")
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}
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```
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---
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### 3.4 iit_project_memory - 项目级热记忆
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> **V2.8 核心表**：存储 Markdown 格式的热记忆，每次对话都注入 System Prompt
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>
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> **V2.9 扩展**：增加用户画像结构
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```prisma
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model IitProjectMemory {
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id String @id @default(uuid())
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projectId String @unique
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content String @db.Text // Markdown 格式的热记忆
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lastUpdatedBy String // 'system_daily_job' | 'admin_user_id' | 'profiler_job'
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createdAt DateTime @default(now())
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updatedAt DateTime @updatedAt
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@@map("iit_project_memory")
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@@schema("iit_schema")
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}
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```
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**内容示例（V2.9 增强版）**：
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```markdown
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# 用户画像 (User Profiles)
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## 张医生 (user_id: zhangyi)
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- **角色**: PI
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- **偏好**: 简洁汇报，只看结论，不要废话
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- **关注点**: AE、入组进度
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- **最佳通知时间**: 08:30
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- **禁令**: 回复不超过 100 字
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- **反馈统计**: 👍 12 / 👎 1
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## 王护士 (user_id: wanghushi)
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- **角色**: CRC
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- **偏好**: 详细步骤，需要解释
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- **关注点**: 访视安排、数据录入
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- **最佳通知时间**: 09:00
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# 当前状态 (Active Context)
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- 当前阶段：入组冲刺期
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- 重点关注：P005 患者依从性差，需每日提醒
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- 本周目标：完成 3 例入组
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- P003 SAE 已判定为"可能无关"（2月5日 PI 决策）
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# 常见问题 (FAQ)
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- 访视窗口：V1 Day 1±3, V2 Day 28±7
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# 系统禁令 (Rules)
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- 严禁在未授权情况下删除数据
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- 写操作必须经过人工确认
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```
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---
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## 4. Phase 4：周报归档
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### 4.1 iit_weekly_reports - 周报归档（历史书）
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> **V2.8 核心表**：存储每周的关键决策、进度、踩坑记录
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```prisma
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model IitWeeklyReport {
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id String @id @default(uuid())
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projectId String
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weekNumber Int // 第几周（从项目开始计算）
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weekStart DateTime // 周起始日期
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weekEnd DateTime // 周结束日期
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summary String @db.Text // Markdown 格式的周报内容
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metrics Json? // 结构化指标 { enrolled: 3, queries: 5, ... }
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createdBy String // 'system_scheduler' | 'admin_user_id'
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createdAt DateTime @default(now())
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updatedAt DateTime @updatedAt
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@@unique([projectId, weekNumber])
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@@index([projectId])
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@@map("iit_weekly_reports")
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@@schema("iit_schema")
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}
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```
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**内容示例**：
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```markdown
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## Week 5 (2026-02-03 ~ 2026-02-09)
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### 进度
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- 本周新入组：3 例
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- 累计入组：15 / 30 例
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- 完成率：50%
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### 关键决策
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- 2026-02-05: PI 会议决定放宽入排标准，允许 ECOG 3 分患者入组
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- 2026-02-07: 确认 P003 AE 与研究药物"可能无关"
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### 踩坑记录
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- 曾尝试自动录入化验单，因 OCR 精度不足失败，已回退为人工复核
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### 待办
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- 清理 1 月份遗留的 Query
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- 准备 2 月底期中分析数据
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```
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---
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## 5. Phase 5：ReAct 追踪表
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### 5.1 iit_agent_trace - ReAct 推理轨迹
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> 用于调试，不发送给用户，仅在 Admin 后台查看
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```prisma
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model IitAgentTrace {
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id String @id @default(uuid())
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projectId String
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userId String
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query String @db.Text // 用户原始问题
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intentType String? // 识别的意图类型
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trace Json // ReAct 的完整思考过程
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tokenUsage Int? // 消耗的 Token 数
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duration Int? // 执行时长（ms）
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success Boolean
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createdAt DateTime @default(now())
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@@index([projectId, createdAt])
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@@index([userId])
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@@map("iit_agent_trace")
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@@schema("iit_schema")
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}
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```
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---
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## 6. Phase 6：视觉能力表（延后到 V3.0）
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### 6.1 iit_form_templates - 表单模板
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```prisma
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model IitFormTemplate {
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id String @id @default(uuid())
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projectId String
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formName String // REDCap 表单名称
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fieldSchema Json // 表单字段结构
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keywords String[] // 用于匹配的关键词
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createdAt DateTime @default(now())
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@@map("iit_form_templates")
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@@schema("iit_schema")
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}
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```
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---
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## 7. 数据库迁移命令
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```bash
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# 生成迁移
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npx prisma db push
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# 生成客户端
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npx prisma generate
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# 查看表结构
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npx prisma studio
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```
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---
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## 8. 索引设计总结
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| 表 | 索引 | 用途 |
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|----|------|------|
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| `iit_skills` | `[projectId, skillType]` (unique) | 按项目查询 Skill |
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| `iit_field_mapping` | `[projectId, aliasName]` (unique) | 字段映射查询 |
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| `iit_task_run` | `[projectId, status]` | 查询运行中/挂起的任务 |
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| `iit_conversation_history` | `[projectId, userId]` | 按用户查询对话 |
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| `iit_conversation_history` | `[projectId, recordId]` | 按患者查询对话 |
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| `iit_conversation_history` | `[createdAt]` | 按时间范围查询 |
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| `iit_weekly_reports` | `[projectId, weekNumber]` (unique) | 按周查询报告 |
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| `iit_agent_trace` | `[projectId, createdAt]` | 按时间查询调试日志 |
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---
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**文档维护人**：AI Agent
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**最后更新**：2026-02-05
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