Mutual_Fund/service/advisor_agent/customer_context.py

"""为投顾 Agent 组装经过裁剪的客户综合上下文。"""
from __future__ import annotations

import logging
from decimal import Decimal

from repositories.fin_customer_profile import FinCustomerProfileRepo
from repositories.fin_holdings import FinHoldingsRepo
from repositories.fin_transaction import FinTransactionRepo

MAX_HOLDINGS = 50
MAX_TRANSACTIONS = 20
MAX_MEMORIES = 10
logger = logging.getLogger("advisor.customer_context")


def _number(value):
    if isinstance(value, Decimal):
        return float(value)
    return value


def _profile_payload(profile) -> dict:
    if profile is None:
        return {}
    return {
        "risk_level": getattr(profile, "risk_level", None),
        "risk_score": getattr(profile, "risk_score", None),
        "investment_experience": getattr(profile, "investment_experience", None),
        "annual_income_range": getattr(profile, "annual_income_range", None),
        "total_assets": _number(getattr(profile, "total_assets", None)),
        "asset_allocation": getattr(profile, "asset_allocation", None),
        "product_preference": getattr(profile, "product_preference", None),
        "customer_level": getattr(profile, "customer_level", None),
    }


def _holding_payload(holding, product) -> dict:
    return {
        "product_id": holding.product_id,
        "product_code": getattr(product, "product_code", None),
        "product_name": getattr(product, "product_name", None),
        "shares": _number(holding.shares),
        "cost_amount": _number(holding.cost_amount),
        "current_value": _number(holding.current_value),
        "profit_loss": _number(holding.profit_loss),
        "profit_ratio": _number(holding.profit_ratio),
        "status": holding.status,
    }


def _transaction_payload(transaction) -> dict:
    return {
        "product_id": transaction.product_id,
        "transaction_type": transaction.transaction_type,
        "amount": _number(transaction.amount),
        "shares": _number(transaction.shares),
        "nav": _number(transaction.nav),
        "status": transaction.status,
        "create_time": transaction.create_time.isoformat()
        if hasattr(transaction.create_time, "isoformat")
        else str(transaction.create_time),
    }


def _memory_payload(memory) -> dict:
    return {
        "tag": memory.get("tag"),
        "content": str(memory.get("content") or "")[:500],
        "info_type": memory.get("info_type"),
        "memory_type": memory.get("memory_type"),
    }


async def load_customer_context(
    db,
    *,
    customer_id: int,
    memories: list[dict] | None = None,
    profile_repo_cls=FinCustomerProfileRepo,
    holdings_repo_cls=FinHoldingsRepo,
    transaction_repo_cls=FinTransactionRepo,
) -> dict:
    """读取并裁剪客户画像、持仓、交易和长期记忆。"""
    try:
        profile = await profile_repo_cls(db).get_by_customer_id(customer_id)
    except Exception:  # noqa: BLE001 个性化上下文故障不阻断主流程
        logger.warning("customer profile context unavailable", exc_info=True)
        profile = None
    try:
        holding_rows = await holdings_repo_cls(db).list_with_products(
            customer_id, include_closed=False
        )
    except Exception:  # noqa: BLE001 个性化上下文故障不阻断主流程
        logger.warning("customer holdings context unavailable", exc_info=True)
        holding_rows = []
    try:
        transactions = await transaction_repo_cls(db).list_recent(
            customer_id, limit=MAX_TRANSACTIONS
        )
    except Exception:  # noqa: BLE001 个性化上下文故障不阻断主流程
        logger.warning("customer transaction context unavailable", exc_info=True)
        transactions = []
    return {
        "customer_id": customer_id,
        "profile": _profile_payload(profile),
        "holdings": [
            _holding_payload(holding, product)
            for holding, product in holding_rows[:MAX_HOLDINGS]
        ],
        "transactions": [
            _transaction_payload(item) for item in transactions[:MAX_TRANSACTIONS]
        ],
        "memories": [_memory_payload(item) for item in (memories or [])[:MAX_MEMORIES]],
    }