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 @@
+"""投顾意图结果到草稿与事件的编排。"""
+from __future__ import annotations
+
+from decimal import Decimal
+import json
+
+from agent.advisor_agent.intent.draft_generation import (
+    build_rebalance_draft,
+    build_recommendation_draft,
+)
+from common.common_const import EVENT_ADVISOR_REBALANCE_DRAFT_CREATED
+from service.advisor_agent.draft import create_draft
+from agent.advisor_agent.llm import generate_text
+
+
+async def generate_rebalance_draft(
+    *,
+    draft_repo,
+    publish,
+    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],
+    trace_id: str,
+) -> dict | None:
+    draft_data = build_rebalance_draft(
+        customer_id=customer_id,
+        advisor_id=advisor_id,
+        customer_risk=customer_risk,
+        relation_status=relation_status,
+        holdings=holdings,
+        target_allocation=target_allocation,
+        threshold=threshold,
+        candidates=candidates,
+    )
+    if draft_data is None:
+        return None
+
+    draft = await create_draft(draft_repo, draft_data)
+    event_id = await publish(
+        event_name=EVENT_ADVISOR_REBALANCE_DRAFT_CREATED,
+        trace_id=trace_id,
+        trigger_user_id=advisor_id,
+        customer_id=customer_id,
+        payload={
+            "draft_id": draft.draft_id,
+            "customer_id": customer_id,
+            "advisor_id": advisor_id,
+            "deviation": float(draft.deviation or 0),
+            "created_at": draft.create_time.isoformat()
+            if draft.create_time
+            else None,
+        },
+    )
+    return {"draft": draft, "event_id": event_id}
+
+
+async def generate_recommendation_draft(
+    *,
+    draft_repo,
+    customer_id: int,
+    advisor_id: int,
+    customer_risk: str,
+    relation_status: str,
+    candidates: list[dict],
+    trace_id: str,
+    memories: list[dict] | None = None,
+    llm_client=None,
+    llm_timeout: float = 5.0,
+):
+    draft_data = build_recommendation_draft(
+        customer_id=customer_id,
+        advisor_id=advisor_id,
+        customer_risk=customer_risk,
+        candidates=candidates,
+        relation_status=relation_status,
+        memories=memories,
+    )
+    if llm_client is not None:
+        draft_data["content"] = await generate_text(
+            llm_client,
+            system_prompt="你是基金投顾助手，只生成内部投顾草稿说明，不下单、不承诺收益。",
+            user_prompt=(
+                "请根据以下候选基金和客户记忆生成简洁推荐说明："
+                + json.dumps(
+                    {"candidates": candidates, "memories": memories or []},
+                    ensure_ascii=False,
+                )
+            ),
+            fallback=lambda: draft_data["content"],
+            timeout=llm_timeout,
+        )
+    return await create_draft(draft_repo, draft_data)