AIclinicalresearch/docs/01-设计文档/API设计规范.md

# API设计规范

> **版本：** v1.0  
> **创建日期：** 2025-10-10  
> **API风格：** RESTful API  
> **基础URL：** `http://localhost:3001/api/v1`

---

## 📋 目录

1. [设计原则](#设计原则)
2. [通用规范](#通用规范)
3. [认证与授权](#认证与授权)
4. [API端点设计](#api端点设计)
5. [错误处理](#错误处理)
6. [数据格式](#数据格式)

---

## 设计原则

### API First原则
- ✅ 先设计API，再实现功能
- ✅ API是前后端的契约
- ✅ API变更需要版本控制

### RESTful设计
- ✅ 使用HTTP动词表示操作（GET、POST、PUT、DELETE）
- ✅ URL表示资源，不表示动作
- ✅ 使用复数名词表示资源集合
- ✅ 嵌套资源不超过2层

### 命名规范
- ✅ URL使用小写字母和连字符（kebab-case）
- ✅ 查询参数使用驼峰命名（camelCase）
- ✅ JSON字段使用驼峰命名（camelCase）

---

## 通用规范

### HTTP方法

| 方法 | 用途 | 是否幂等 |
|------|------|---------|
| GET | 获取资源 | ✅ |
| POST | 创建资源 | ❌ |
| PUT | 完整更新资源 | ✅ |
| PATCH | 部分更新资源 | ❌ |
| DELETE | 删除资源 | ✅ |

### 状态码规范

| 状态码 | 含义 | 使用场景 |
|--------|------|---------|
| 200 | OK | 成功返回数据 |
| 201 | Created | 成功创建资源 |
| 204 | No Content | 成功但无返回数据（如删除） |
| 400 | Bad Request | 请求参数错误 |
| 401 | Unauthorized | 未认证 |
| 403 | Forbidden | 无权限 |
| 404 | Not Found | 资源不存在 |
| 409 | Conflict | 资源冲突（如重复创建） |
| 422 | Unprocessable Entity | 语义错误（如验证失败） |
| 429 | Too Many Requests | 请求过于频繁 |
| 500 | Internal Server Error | 服务器错误 |

### 响应格式

**成功响应：**
```json
{
  "success": true,
  "data": {
    // 实际数据
  },
  "message": "操作成功",
  "timestamp": "2025-10-10T10:00:00.000Z"
}
```

**错误响应：**
```json
{
  "success": false,
  "error": {
    "code": "VALIDATION_ERROR",
    "message": "参数验证失败",
    "details": [
      {
        "field": "email",
        "message": "邮箱格式不正确"
      }
    ]
  },
  "timestamp": "2025-10-10T10:00:00.000Z"
}
```

### 分页规范

**请求参数：**
```
GET /api/v1/projects?page=1&pageSize=20&sortBy=createdAt&sortOrder=desc
```

**响应格式：**
```json
{
  "success": true,
  "data": {
    "items": [...],
    "pagination": {
      "page": 1,
      "pageSize": 20,
      "total": 100,
      "totalPages": 5,
      "hasNext": true,
      "hasPrev": false
    }
  }
}
```

---

## 认证与授权

### JWT认证

**登录获取Token：**
```http
POST /api/v1/auth/login
Content-Type: application/json

{
  "email": "user@example.com",
  "password": "password123"
}

Response:
{
  "success": true,
  "data": {
    "accessToken": "eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9...",
    "refreshToken": "eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9...",
    "expiresIn": 604800,
    "user": {
      "id": "user-123",
      "email": "user@example.com",
      "name": "张三",
      "role": "user"
    }
  }
}
```

**使用Token：**
```http
GET /api/v1/projects
Authorization: Bearer eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9...
```

### 权限控制

| 端点 | 需要认证 | 角色要求 |
|------|---------|---------|
| `/auth/login` | ❌ | 无 |
| `/auth/register` | ❌ | 无 |
| `/users/me` | ✅ | user |
| `/projects/*` | ✅ | user |
| `/admin/*` | ✅ | admin |

---

## API端点设计

### 1. 认证模块

#### 1.1 用户注册
```http
POST /api/v1/auth/register
Content-Type: application/json

Request:
{
  "email": "user@example.com",
  "password": "password123",
  "name": "张三"
}

Response: 201 Created
{
  "success": true,
  "data": {
    "userId": "user-123",
    "email": "user@example.com",
    "message": "注册成功，请登录"
  }
}
```

#### 1.2 用户登录
```http
POST /api/v1/auth/login
Content-Type: application/json

Request:
{
  "email": "user@example.com",
  "password": "password123"
}

Response: 200 OK
{
  "success": true,
  "data": {
    "accessToken": "eyJhbG...",
    "refreshToken": "eyJhbG...",
    "expiresIn": 604800,
    "user": {
      "id": "user-123",
      "email": "user@example.com",
      "name": "张三",
      "role": "user"
    }
  }
}
```

#### 1.3 刷新Token
```http
POST /api/v1/auth/refresh
Content-Type: application/json

Request:
{
  "refreshToken": "eyJhbG..."
}

Response: 200 OK
{
  "success": true,
  "data": {
    "accessToken": "new_token...",
    "expiresIn": 604800
  }
}
```

#### 1.4 退出登录
```http
POST /api/v1/auth/logout
Authorization: Bearer {token}

Response: 204 No Content
```

---

### 2. 用户模块

#### 2.1 获取当前用户信息
```http
GET /api/v1/users/me
Authorization: Bearer {token}

Response: 200 OK
{
  "success": true,
  "data": {
    "id": "user-123",
    "email": "user@example.com",
    "name": "张三",
    "role": "user",
    "kbQuota": 3,
    "kbUsed": 1,
    "isTrial": true,
    "trialEndsAt": "2025-11-10T00:00:00.000Z",
    "createdAt": "2025-10-01T00:00:00.000Z"
  }
}
```

#### 2.2 更新用户信息
```http
PATCH /api/v1/users/me
Authorization: Bearer {token}
Content-Type: application/json

Request:
{
  "name": "李四",
  "avatarUrl": "https://..."
}

Response: 200 OK
{
  "success": true,
  "data": {
    "id": "user-123",
    "name": "李四",
    "avatarUrl": "https://..."
  }
}
```

#### 2.3 修改密码
```http
POST /api/v1/users/me/change-password
Authorization: Bearer {token}
Content-Type: application/json

Request:
{
  "oldPassword": "old123",
  "newPassword": "new456"
}

Response: 200 OK
{
  "success": true,
  "message": "密码修改成功"
}
```

---

### 3. 项目管理模块

#### 3.1 获取项目列表
```http
GET /api/v1/projects?page=1&pageSize=20
Authorization: Bearer {token}

Response: 200 OK
{
  "success": true,
  "data": {
    "items": [
      {
        "id": "proj-123",
        "name": "XX药物III期临床试验",
        "description": "项目背景描述...",
        "conversationCount": 5,
        "createdAt": "2025-10-01T00:00:00.000Z",
        "updatedAt": "2025-10-10T00:00:00.000Z"
      }
    ],
    "pagination": {
      "page": 1,
      "pageSize": 20,
      "total": 2,
      "totalPages": 1,
      "hasNext": false,
      "hasPrev": false
    }
  }
}
```

#### 3.2 创建项目
```http
POST /api/v1/projects
Authorization: Bearer {token}
Content-Type: application/json

Request:
{
  "name": "骨质疏松研究",
  "description": "探索肠道菌群与骨质疏松的关系..."
}

Response: 201 Created
{
  "success": true,
  "data": {
    "id": "proj-456",
    "name": "骨质疏松研究",
    "description": "探索肠道菌群与骨质疏松的关系...",
    "conversationCount": 0,
    "createdAt": "2025-10-10T10:00:00.000Z"
  }
}
```

#### 3.3 获取项目详情
```http
GET /api/v1/projects/:id
Authorization: Bearer {token}

Response: 200 OK
{
  "success": true,
  "data": {
    "id": "proj-123",
    "name": "XX药物III期临床试验",
    "description": "项目背景描述...",
    "conversationCount": 5,
    "createdAt": "2025-10-01T00:00:00.000Z",
    "updatedAt": "2025-10-10T00:00:00.000Z"
  }
}
```

#### 3.4 更新项目
```http
PUT /api/v1/projects/:id
Authorization: Bearer {token}
Content-Type: application/json

Request:
{
  "name": "XX药物III期临床试验（更新）",
  "description": "更新后的项目背景..."
}

Response: 200 OK
{
  "success": true,
  "data": {
    "id": "proj-123",
    "name": "XX药物III期临床试验（更新）",
    "description": "更新后的项目背景...",
    "updatedAt": "2025-10-10T11:00:00.000Z"
  }
}
```

#### 3.5 删除项目
```http
DELETE /api/v1/projects/:id
Authorization: Bearer {token}

Response: 204 No Content
```

---

### 4. 对话管理模块

#### 4.1 获取对话列表
```http
GET /api/v1/conversations?projectId=proj-123&page=1&pageSize=20
Authorization: Bearer {token}

Query Parameters:
- projectId (可选): 筛选特定项目的对话，不传则返回所有对话
- agentId (可选): 筛选特定智能体的对话
- page: 页码
- pageSize: 每页数量

Response: 200 OK
{
  "success": true,
  "data": {
    "items": [
      {
        "id": "conv-123",
        "title": "PICOS构建",
        "agentId": "agent-picos",
        "agentName": "PICOS构建智能体",
        "projectId": "proj-123",
        "projectName": "XX药物研究",
        "modelName": "deepseek-v3",
        "messageCount": 10,
        "totalTokens": 5000,
        "createdAt": "2025-10-10T09:00:00.000Z",
        "updatedAt": "2025-10-10T10:00:00.000Z"
      }
    ],
    "pagination": {...}
  }
}
```

#### 4.2 创建对话
```http
POST /api/v1/conversations
Authorization: Bearer {token}
Content-Type: application/json

Request:
{
  "projectId": "proj-123",  // 可选，全局快速问答时不传
  "agentId": "agent-picos",
  "title": "PICOS构建",
  "modelName": "deepseek-v3"  // 可选，默认deepseek-v3
}

Response: 201 Created
{
  "success": true,
  "data": {
    "id": "conv-456",
    "title": "PICOS构建",
    "agentId": "agent-picos",
    "projectId": "proj-123",
    "modelName": "deepseek-v3",
    "messageCount": 0,
    "createdAt": "2025-10-10T10:00:00.000Z"
  }
}
```

#### 4.3 获取对话详情（含消息）
```http
GET /api/v1/conversations/:id
Authorization: Bearer {token}

Response: 200 OK
{
  "success": true,
  "data": {
    "id": "conv-123",
    "title": "PICOS构建",
    "agentId": "agent-picos",
    "projectId": "proj-123",
    "modelName": "deepseek-v3",
    "messageCount": 2,
    "messages": [
      {
        "id": "msg-1",
        "role": "user",
        "content": "请帮我构建PICOS框架",
        "createdAt": "2025-10-10T09:00:00.000Z"
      },
      {
        "id": "msg-2",
        "role": "assistant",
        "content": "好的，我们开始构建PICOS...",
        "isPinned": false,
        "tokens": 500,
        "createdAt": "2025-10-10T09:00:05.000Z"
      }
    ],
    "createdAt": "2025-10-10T09:00:00.000Z",
    "updatedAt": "2025-10-10T09:00:05.000Z"
  }
}
```

#### 4.4 发送消息（流式）
```http
POST /api/v1/conversations/:id/messages/stream
Authorization: Bearer {token}
Content-Type: application/json

Request:
{
  "content": "请帮我构建PICOS框架",
  "kbReferences": ["kb-123"]  // 可选，引用的知识库
}

Response: 200 OK (Server-Sent Events)
Content-Type: text/event-stream

data: {"type":"start","conversationId":"conv-123"}

data: {"type":"token","content":"好"}

data: {"type":"token","content":"的"}

data: {"type":"token","content":"，"}

data: {"type":"done","messageId":"msg-456","tokens":500}
```

#### 4.5 固定消息到项目背景
```http
POST /api/v1/messages/:id/pin
Authorization: Bearer {token}

Response: 200 OK
{
  "success": true,
  "message": "已固定到项目背景"
}
```

#### 4.6 删除对话
```http
DELETE /api/v1/conversations/:id
Authorization: Bearer {token}

Response: 204 No Content
```

---

### 5. 智能体模块

#### 5.1 获取智能体列表
```http
GET /api/v1/agents
Authorization: Bearer {token}

Response: 200 OK
{
  "success": true,
  "data": [
    {
      "id": "agent-picos",
      "name": "PICOS构建",
      "description": "结构化地定义临床研究的核心要素",
      "category": "研究设计",
      "icon": "construction",
      "ragEnabled": true,
      "fileUploadEnabled": false,
      "status": "active"
    },
    {
      "id": "agent-topic-evaluation",
      "name": "选题评价",
      "description": "从创新性、临床价值等维度评价研究选题",
      "category": "选题阶段",
      "icon": "lightbulb",
      "ragEnabled": true,
      "fileUploadEnabled": false,
      "status": "active"
    }
  ]
}
```

#### 5.2 获取智能体详情
```http
GET /api/v1/agents/:id
Authorization: Bearer {token}

Response: 200 OK
{
  "success": true,
  "data": {
    "id": "agent-picos",
    "name": "PICOS构建",
    "description": "结构化地定义临床研究的核心要素",
    "category": "研究设计",
    "icon": "construction",
    "ragEnabled": true,
    "fileUploadEnabled": false,
    "outputFormat": "structured",
    "models": {
      "deepseek-v3": {
        "temperature": 0.3,
        "maxTokens": 2500
      },
      "qwen3-72b": {
        "temperature": 0.4,
        "maxTokens": 2500
      }
    },
    "status": "active"
  }
}
```

---

### 6. 知识库模块

#### 6.1 获取知识库列表
```http
GET /api/v1/knowledge-bases
Authorization: Bearer {token}

Response: 200 OK
{
  "success": true,
  "data": [
    {
      "id": "kb-123",
      "name": "骨质疏松专题",
      "description": "关于骨质疏松的文献资料",
      "fileCount": 15,
      "totalSizeMB": 45.6,
      "quota": {
        "used": 15,
        "limit": 50
      },
      "createdAt": "2025-10-01T00:00:00.000Z",
      "updatedAt": "2025-10-10T00:00:00.000Z"
    }
  ],
  "quota": {
    "used": 1,
    "limit": 3
  }
}
```

#### 6.2 创建知识库
```http
POST /api/v1/knowledge-bases
Authorization: Bearer {token}
Content-Type: application/json

Request:
{
  "name": "肺癌研究资料",
  "description": "肺癌相关的临床研究文献"
}

Response: 201 Created
{
  "success": true,
  "data": {
    "id": "kb-456",
    "name": "肺癌研究资料",
    "description": "肺癌相关的临床研究文献",
    "fileCount": 0,
    "difyDatasetId": "dify-dataset-xxx",
    "createdAt": "2025-10-10T10:00:00.000Z"
  }
}
```

#### 6.3 上传文档
```http
POST /api/v1/knowledge-bases/:id/documents
Authorization: Bearer {token}
Content-Type: multipart/form-data

Request:
- file: (binary)
- filename: "文献综述.pdf"

Response: 201 Created
{
  "success": true,
  "data": {
    "id": "doc-123",
    "filename": "文献综述.pdf",
    "fileType": "pdf",
    "fileSizeBytes": 2048000,
    "status": "processing",
    "progress": 0,
    "uploadedAt": "2025-10-10T10:00:00.000Z"
  }
}
```

#### 6.4 获取文档列表
```http
GET /api/v1/knowledge-bases/:id/documents
Authorization: Bearer {token}

Response: 200 OK
{
  "success": true,
  "data": [
    {
      "id": "doc-123",
      "filename": "文献综述.pdf",
      "fileType": "pdf",
      "fileSizeMB": 2.0,
      "status": "completed",
      "progress": 100,
      "segmentsCount": 50,
      "tokensCount": 10000,
      "uploadedAt": "2025-10-10T10:00:00.000Z",
      "processedAt": "2025-10-10T10:02:00.000Z"
    }
  ]
}
```

#### 6.5 删除文档
```http
DELETE /api/v1/knowledge-bases/:kbId/documents/:docId
Authorization: Bearer {token}

Response: 204 No Content
```

#### 6.6 删除知识库
```http
DELETE /api/v1/knowledge-bases/:id
Authorization: Bearer {token}

Response: 204 No Content
```

---

### 7. 历史记录模块

#### 7.1 获取历史记录（跨项目）
```http
GET /api/v1/history?page=1&pageSize=20&agentId=agent-picos&startDate=2025-10-01&endDate=2025-10-10
Authorization: Bearer {token}

Query Parameters:
- projectId (可选): 筛选特定项目
- agentId (可选): 筛选特定智能体
- startDate (可选): 开始日期
- endDate (可选): 结束日期
- keyword (可选): 关键词搜索

Response: 200 OK
{
  "success": true,
  "data": {
    "items": [
      {
        "conversationId": "conv-123",
        "title": "PICOS构建",
        "agentId": "agent-picos",
        "agentName": "PICOS构建智能体",
        "projectId": "proj-123",
        "projectName": "XX药物研究",
        "source": "project",  // project 或 global
        "messageCount": 10,
        "createdAt": "2025-10-10T09:00:00.000Z",
        "lastMessageAt": "2025-10-10T10:00:00.000Z"
      }
    ],
    "pagination": {...}
  }
}
```

---

### 8. 管理后台模块（简化版）

#### 8.1 获取用户列表（管理员）
```http
GET /api/v1/admin/users?page=1&pageSize=20&status=active&keyword=zhang
Authorization: Bearer {admin_token}

Response: 200 OK
{
  "success": true,
  "data": {
    "items": [
      {
        "id": "user-123",
        "email": "user@example.com",
        "name": "张三",
        "role": "user",
        "status": "active",
        "kbUsed": 1,
        "conversationCount": 25,
        "lastLoginAt": "2025-10-10T09:00:00.000Z",
        "createdAt": "2025-10-01T00:00:00.000Z"
      }
    ],
    "pagination": {...}
  }
}
```

#### 8.2 更新用户状态（管理员）
```http
PATCH /api/v1/admin/users/:id
Authorization: Bearer {admin_token}
Content-Type: application/json

Request:
{
  "status": "suspended"  // active, inactive, suspended
}

Response: 200 OK
{
  "success": true,
  "message": "用户状态已更新"
}
```

#### 8.3 获取数据统计（管理员）
```http
GET /api/v1/admin/statistics
Authorization: Bearer {admin_token}

Response: 200 OK
{
  "success": true,
  "data": {
    "users": {
      "total": 1000,
      "active": 850,
      "newToday": 15,
      "new7Days": 120
    },
    "conversations": {
      "total": 5000,
      "today": 200,
      "avgPerUser": 5
    },
    "agents": {
      "mostUsed": [
        {
          "agentId": "agent-picos",
          "name": "PICOS构建",
          "count": 800
        }
      ]
    },
    "knowledgeBases": {
      "total": 300,
      "totalDocuments": 4500,
      "totalSizeGB": 12.5
    }
  }
}
```

---

### 9. 通用对话模块（智能问答）

**功能**: 提供无项目、无智能体概念的纯AI对话功能，支持可选的@知识库引用

#### 9.1 发送消息（流式输出）
```http
POST /api/v1/chat/stream
Content-Type: application/json

Request:
{
  "content": "你好，介绍一下自己",
  "modelType": "deepseek-v3",
  "knowledgeBaseIds": ["kb-uuid-1", "kb-uuid-2"],  // 可选
  "conversationId": "conv-uuid"  // 可选，续接已有对话
}

Response: 200 OK (Server-Sent Events)
Content-Type: text/event-stream

data: {"content":"你","usage":null}

data: {"content":"好","usage":null}

data: {"content":"！","usage":null}

data: {"content":"我","usage":null}

...

data: [DONE]
```

**参数说明：**
- `content` - 用户消息内容（必填）
- `modelType` - 使用的模型（必填）：deepseek-v3 | qwen3-72b | gemini-pro
- `knowledgeBaseIds` - 知识库ID数组（可选）
- `conversationId` - 对话ID（可选，新对话时不传）

**响应说明：**
- 使用SSE（Server-Sent Events）流式返回
- 每个chunk包含：`content`（增量内容）、`usage`（token统计）
- 最后发送 `data: [DONE]` 表示完成

---

#### 9.2 获取对话列表
```http
GET /api/v1/chat/conversations
Authorization: Bearer {token}

Response: 200 OK
{
  "success": true,
  "data": [
    {
      "id": "conv-uuid",
      "userId": "user-uuid",
      "title": "关于骨质疏松的讨论",
      "modelName": "deepseek-v3",
      "createdAt": "2025-10-11T10:00:00.000Z",
      "updatedAt": "2025-10-11T10:30:00.000Z"
    }
  ]
}
```

**响应说明：**
- 按 `updatedAt` 降序排序
- 最多返回50条
- 不包括已删除的对话（deleted_at != null）

---

#### 9.3 删除对话
```http
DELETE /api/v1/chat/conversations/:id
Authorization: Bearer {token}

Response: 200 OK
{
  "success": true,
  "message": "删除成功"
}
```

**说明：**
- 软删除，设置 `deleted_at` 字段
- 级联删除所有消息
- 不可恢复

---

### 通用对话 vs 项目对话

| 特性 | 通用对话（/chat） | 项目对话（/conversations） |
|------|------------------|---------------------------|
| **概念** | 无项目/智能体 | 基于项目和智能体 |
| **使用场景** | 快速提问、知识库问答 | 结构化研究流程 |
| **上下文** | 纯对话历史 | 项目背景 + 智能体角色 + 对话历史 |
| **知识库** | 可选@引用 | 可选@引用 |
| **System Prompt** | 通用AI助手 | 专业智能体角色 |
| **数据表** | general_conversations | conversations |

---

## 错误处理

### 错误代码规范

| 错误代码 | 说明 | HTTP状态码 |
|---------|------|-----------|
| VALIDATION_ERROR | 参数验证失败 | 422 |
| UNAUTHORIZED | 未认证 | 401 |
| FORBIDDEN | 无权限 | 403 |
| NOT_FOUND | 资源不存在 | 404 |
| CONFLICT | 资源冲突 | 409 |
| RATE_LIMIT | 请求过于频繁 | 429 |
| QUOTA_EXCEEDED | 配额超限 | 403 |
| INTERNAL_ERROR | 服务器错误 | 500 |

### 错误响应示例

```json
{
  "success": false,
  "error": {
    "code": "QUOTA_EXCEEDED",
    "message": "知识库数量已达上限",
    "details": {
      "resource": "knowledge_base",
      "quota": 3,
      "used": 3
    }
  },
  "timestamp": "2025-10-10T10:00:00.000Z"
}
```

---

## 数据格式

### 时间格式
- 使用ISO 8601格式：`2025-10-10T10:00:00.000Z`
- 统一使用UTC时区

### 文件大小
- 使用字节（bytes）存储
- 前端显示时转换为MB/GB

### ID格式
- 使用UUID v4
- 格式：`user-123abc...` 或 `proj-456def...`

---

## 版本控制

### API版本
- 当前版本：`v1`
- URL格式：`/api/v1/...`
- 向后兼容：同一主版本内保持兼容

### 废弃策略
- 提前3个月通知
- 响应头标注：`X-API-Deprecated: true`
- 提供迁移指南

---

## 性能优化

### 缓存策略
- 静态数据（智能体列表）：缓存1小时
- 用户数据：不缓存或缓存5分钟
- 使用ETag实现条件请求

### 限流策略
- 普通用户：100次/分钟
- 管理员：500次/分钟
- 登录接口：5次/分钟

---

## 安全性

### HTTPS
- 生产环境强制HTTPS
- 开发环境可使用HTTP

### CORS
- 允许的域名列表（白名单）
- 不允许通配符 `*`

### SQL注入防护
- 使用Prisma ORM
- 永不拼接SQL

### XSS防护
- 所有用户输入转义
- Content-Type正确设置

---

## 文档维护

- **更新频率：** API变更时必须同步更新
- **Review：** 每个里程碑Review一次
- **版本记录：** 记录重大变更

---

**最后更新：** 2025-10-10  
**维护者：** 开发团队