feat:新增投顾agent和nl2sqlagent

2026-09-13 16:19:24 +08:00
parent c80c6acac0
commit 163192bf55
122 changed files with 7488 additions and 362 deletions
@@ -0,0 +1,97 @@
+"""将意图计算结果组装为可持久化的 Agent 草稿。"""
+from __future__ import annotations
+
+from decimal import Decimal
+
+from agent.advisor_agent.intent.rebalance import build_rebalance_plan
+from agent.advisor_agent.intent.recommend import recommend_candidates
+from common.common_const import (
+    AGENT_INTENT_REBALANCE,
+    AGENT_INTENT_RECOMMEND,
+    DRAFT_STATUS_DRAFT,
+)
+from service.advisor_agent.draft import build_generated_content
+
+
+def _recommend_markdown(items: list[dict]) -> str:
+    lines = ["# 基金推荐草稿", ""]
+    for item in items:
+        lines.append(
+            f"- {item.get('product_name', item.get('product_code'))}"
+            f"（{item.get('product_code')}，风险等级 {item.get('risk_level')}）"
+        )
+    return "\n".join(lines)
+
+
+def build_recommendation_draft(
+    *,
+    customer_id: int,
+    advisor_id: int,
+    customer_risk: str,
+    candidates: list[dict],
+    relation_status: str,
+    memories: list[dict] | None = None,
+) -> dict:
+    items = recommend_candidates(
+        customer_risk,
+        candidates,
+        memories=memories or [],
+    )
+    return {
+        "customer_id": customer_id,
+        "advisor_id": advisor_id,
+        "intent": AGENT_INTENT_RECOMMEND,
+        "title": "基金推荐草稿",
+        "status": DRAFT_STATUS_DRAFT,
+        "structured_data": {
+            "customer_risk": customer_risk,
+            "items": items,
+            "relation_status": relation_status,
+        },
+        "content": build_generated_content(_recommend_markdown(items)),
+        "disclaimer_ok": True,
+    }
+
+
+def build_rebalance_draft(
+    *,
+    customer_id: int,
+    advisor_id: int,
+    customer_risk: str,
+    relation_status: str,
+    holdings: list[dict],
+    target_allocation: dict[str, int | float | Decimal],
+    threshold: Decimal,
+    candidates: list[dict],
+) -> dict | None:
+    plan = build_rebalance_plan(
+        relation_status=relation_status,
+        customer_risk=customer_risk,
+        holdings=holdings,
+        target_allocation=target_allocation,
+        threshold=threshold,
+        candidates=candidates,
+    )
+    if plan is None:
+        return None
+    structured_data = dict(plan)
+    structured_data["customer_risk"] = customer_risk
+    content = ["# 组合调仓建议草稿", "", "## 赎回清单"]
+    content.extend(
+        f"- {item['product_code']}：{item['amount']} 元" for item in plan["sell"]
+    )
+    content.append("\n## 申购清单")
+    content.extend(
+        f"- {item['product_code']}：{item['amount']} 元" for item in plan["buy"]
+    )
+    return {
+        "customer_id": customer_id,
+        "advisor_id": advisor_id,
+        "intent": AGENT_INTENT_REBALANCE,
+        "title": "组合调仓建议草稿",
+        "status": DRAFT_STATUS_DRAFT,
+        "structured_data": structured_data,
+        "deviation": max((abs(value) for value in plan["deviation"].values()), default=Decimal("0")),
+        "content": build_generated_content("\n".join(content)),
+        "disclaimer_ok": True,
+    }