98 lines
3.0 KiB
Python
98 lines
3.0 KiB
Python
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"""将意图计算结果组装为可持久化的 Agent 草稿。"""
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from __future__ import annotations
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from decimal import Decimal
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from agent.advisor_agent.intent.rebalance import build_rebalance_plan
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from agent.advisor_agent.intent.recommend import recommend_candidates
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from common.common_const import (
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AGENT_INTENT_REBALANCE,
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AGENT_INTENT_RECOMMEND,
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DRAFT_STATUS_DRAFT,
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)
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from service.advisor_agent.draft import build_generated_content
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def _recommend_markdown(items: list[dict]) -> str:
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lines = ["# 基金推荐草稿", ""]
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for item in items:
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lines.append(
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f"- {item.get('product_name', item.get('product_code'))}"
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f"（{item.get('product_code')}，风险等级 {item.get('risk_level')}）"
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)
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return "\n".join(lines)
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def build_recommendation_draft(
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*,
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customer_id: int,
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advisor_id: int,
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customer_risk: str,
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candidates: list[dict],
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relation_status: str,
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memories: list[dict] | None = None,
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) -> dict:
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items = recommend_candidates(
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customer_risk,
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candidates,
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memories=memories or [],
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)
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return {
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"customer_id": customer_id,
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"advisor_id": advisor_id,
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"intent": AGENT_INTENT_RECOMMEND,
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"title": "基金推荐草稿",
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"status": DRAFT_STATUS_DRAFT,
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"structured_data": {
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"customer_risk": customer_risk,
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"items": items,
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"relation_status": relation_status,
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},
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"content": build_generated_content(_recommend_markdown(items)),
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"disclaimer_ok": True,
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}
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def build_rebalance_draft(
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*,
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customer_id: int,
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advisor_id: int,
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customer_risk: str,
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relation_status: str,
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holdings: list[dict],
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target_allocation: dict[str, int | float | Decimal],
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threshold: Decimal,
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candidates: list[dict],
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) -> dict | None:
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plan = build_rebalance_plan(
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relation_status=relation_status,
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customer_risk=customer_risk,
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holdings=holdings,
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target_allocation=target_allocation,
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threshold=threshold,
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candidates=candidates,
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)
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if plan is None:
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return None
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structured_data = dict(plan)
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structured_data["customer_risk"] = customer_risk
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content = ["# 组合调仓建议草稿", "", "## 赎回清单"]
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content.extend(
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f"- {item['product_code']}：{item['amount']} 元" for item in plan["sell"]
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)
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content.append("\n## 申购清单")
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content.extend(
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f"- {item['product_code']}：{item['amount']} 元" for item in plan["buy"]
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)
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return {
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"customer_id": customer_id,
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"advisor_id": advisor_id,
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"intent": AGENT_INTENT_REBALANCE,
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"title": "组合调仓建议草稿",
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"status": DRAFT_STATUS_DRAFT,
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"structured_data": structured_data,
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"deviation": max((abs(value) for value in plan["deviation"].values()), default=Decimal("0")),
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"content": build_generated_content("\n".join(content)),
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"disclaimer_ok": True,
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}
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