feat:新增投顾agent和nl2sqlagent
This commit is contained in:
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"""投顾 Agent HTTP 契约入口与本地业务编排。"""
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from __future__ import annotations
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import json
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from typing import Literal
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from fastapi import APIRouter, BackgroundTasks, Depends, Query, Request
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from fastapi.responses import StreamingResponse
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from pydantic import ValidationError
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from sqlalchemy.ext.asyncio import AsyncSession
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from agent.advisor_agent.auth import ensure_customer_access
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from agent.advisor_agent.intent.fund_analysis import build_fund_analysis
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from agent.advisor_agent.intent.talk_script import build_talk_script
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from agent.advisor_agent.llm import generate_text
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from agent.advisor_agent.intent.generation_flow import (
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generate_rebalance_draft,
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generate_recommendation_draft,
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)
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from agent.advisor_agent.protocol import agent_failure, agent_success
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from common.common_const import (
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AGENT_INTENT_RECOMMEND,
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CUSTOMER_REL_STATUS_SIGNED,
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ERR_CODE_DRAFT_NOT_FOUND,
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ERR_CODE_FORBIDDEN_CUSTOMER,
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ERR_CODE_LLM_ERROR,
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ERR_CODE_NOT_SIGNED_REBALANCE,
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DRAFT_STATUS_DISCARDED,
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DRAFT_STATUS_DRAFT,
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SSE_EVENT_TYPE_DONE,
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SSE_EVENT_TYPE_ERROR,
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SSE_EVENT_TYPE_META,
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SSE_EVENT_TYPE_TEXT,
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)
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from api.deps import audited_advisor
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from config.deps import get_db
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from config.database import mysql, redis as redis_db
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from model.sys_user import SysUser
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from repositories.advisor_draft import AdvisorDraftRepo
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from service.advisor_agent.context import (
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load_fund_analysis_context,
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load_customer_risk,
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load_rebalance_context,
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load_recommendation_context,
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)
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from service.event_publisher import publish_event
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from schemas.advisor_agent import (
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AdvisorDraftOperateReq,
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AdvisorDraftSaveReq,
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AdvisorChatReq,
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AdvisorFundAnalysisReq,
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AdvisorRebalanceRunReq,
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AdvisorTalkScriptReq,
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)
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from service.advisor_agent.draft import (
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detail_draft,
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discard_draft,
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ensure_draft_owner,
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get_draft as get_draft_service,
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list_drafts as list_drafts_service,
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save_draft as save_draft_service,
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)
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from utils.exceptions import ApiError
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from utils.request_id import get_request_id, new_request_id
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from utils.logger import get_logger
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router = APIRouter(prefix="/advisor-agent")
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logger = get_logger("advisor_agent.router")
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_NOT_READY_CODE = ERR_CODE_LLM_ERROR
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_NOT_READY_MESSAGE = "投顾 Agent 核心能力尚未初始化"
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_DRAFT_NOT_FOUND_CODE = ERR_CODE_DRAFT_NOT_FOUND
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_DRAFT_NOT_FOUND_MESSAGE = "草稿不存在或者已废弃"
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def _trace_id(request: Request) -> str:
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return request.headers.get("X-Trace-Id") or get_request_id() or new_request_id()
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def _not_ready(request: Request):
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return agent_failure(_NOT_READY_CODE, _NOT_READY_MESSAGE, trace_id=_trace_id(request))
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def _advisor_runtime(request: Request):
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app = request.scope.get("app")
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return getattr(getattr(app, "state", None), "advisor_agent_runtime", None)
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async def _recall_advisor_memories(
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request: Request, *, customer_id: int, query: str
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) -> list[dict]:
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"""从应用共享 runtime 读取记忆；未装配或故障时安全降级为空。"""
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app = request.scope.get("app")
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state = getattr(app, "state", None)
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runtime = getattr(state, "advisor_agent_runtime", None)
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provider = getattr(runtime, "memory_provider", None)
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if provider is None:
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return []
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try:
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return await provider.recall(customer_id=customer_id, query=query)
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except Exception:
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logger.warning(
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"advisor memory recall failed: customer_id=%s", customer_id, exc_info=True
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)
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return []
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async def _ensure_draft_access(db, draft, advisor_id: int) -> None:
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ensure_draft_owner(draft, advisor_id=advisor_id)
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await ensure_customer_access(
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db,
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advisor_id=advisor_id,
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customer_id=draft.customer_id,
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)
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async def _run_rebalance_background(
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*, advisor_id: int, customer_id: int, trace_id: str
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) -> None:
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"""后台任务使用独立会话，避免请求返回后复用已关闭的请求会话。"""
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try:
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async with mysql.get_session_factory()() as task_db:
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relation = await ensure_customer_access(
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task_db, advisor_id=advisor_id, customer_id=customer_id
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)
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if relation.status != CUSTOMER_REL_STATUS_SIGNED:
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return
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context = await load_rebalance_context(task_db, customer_id=customer_id)
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if context is None:
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return
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await generate_rebalance_draft(
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draft_repo=AdvisorDraftRepo(task_db),
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publish=lambda **kwargs: publish_event(redis_db.client(), task_db, **kwargs),
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advisor_id=advisor_id,
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trace_id=trace_id,
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**context,
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)
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except Exception:
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logger.warning("advisor rebalance background task failed", exc_info=True)
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@router.post("/chat/stream")
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async def chat_stream(
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request: Request,
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body: dict,
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user: SysUser = Depends(audited_advisor),
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db: AsyncSession = Depends(get_db),
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):
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trace_id = _trace_id(request)
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try:
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chat_request = AdvisorChatReq.model_validate(body)
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except ValidationError:
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payload = agent_failure(
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ERR_CODE_FORBIDDEN_CUSTOMER,
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"对话请求缺少有效客户范围或参数",
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trace_id=trace_id,
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)
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else:
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customer_id = chat_request.customer_id
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relation = await ensure_customer_access(
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db, advisor_id=user.id, customer_id=int(customer_id)
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)
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if chat_request.intent == AGENT_INTENT_RECOMMEND:
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memories = await _recall_advisor_memories(
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request,
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customer_id=int(customer_id),
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query=chat_request.query or "",
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)
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runtime = _advisor_runtime(request)
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context = await load_recommendation_context(
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db, customer_id=int(customer_id)
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)
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if context is not None:
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draft = await generate_recommendation_draft(
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draft_repo=AdvisorDraftRepo(db),
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advisor_id=user.id,
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relation_status=relation.status,
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trace_id=trace_id,
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memories=memories,
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llm_client=getattr(runtime, "llm_client", None),
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**context,
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)
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async def events():
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for event in (
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{
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"type": SSE_EVENT_TYPE_META,
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"draft_id": draft.draft_id,
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"intent": draft.intent,
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"status": draft.status,
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},
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{"type": SSE_EVENT_TYPE_TEXT, "content": draft.content},
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{"type": SSE_EVENT_TYPE_DONE, "draft_id": draft.draft_id},
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):
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yield f"data: {json.dumps(event, ensure_ascii=False)}\n\n"
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return StreamingResponse(
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events(),
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media_type="text/event-stream",
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headers={"X-Trace-Id": trace_id},
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)
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payload = agent_failure(_NOT_READY_CODE, _NOT_READY_MESSAGE, trace_id=trace_id)
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async def events():
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yield f"data: {json.dumps({'type': SSE_EVENT_TYPE_ERROR, **payload}, ensure_ascii=False)}\n\n"
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return StreamingResponse(
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events(),
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media_type="text/event-stream",
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headers={"X-Trace-Id": trace_id},
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)
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@router.get("/draft/list")
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async def list_drafts(
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request: Request,
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advisor_id: int | None = Query(default=None),
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customer_id: int | None = Query(default=None),
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status: Literal[DRAFT_STATUS_DRAFT, DRAFT_STATUS_DISCARDED] | None = Query(default=None),
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page: int = Query(default=1, ge=1),
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page_size: int = Query(default=20, ge=1, le=100),
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user: SysUser = Depends(audited_advisor),
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db: AsyncSession = Depends(get_db),
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):
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if advisor_id is not None and advisor_id != user.id:
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raise ApiError(ERR_CODE_FORBIDDEN_CUSTOMER, "无权操作该客户数据")
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if customer_id is not None:
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await ensure_customer_access(db, advisor_id=user.id, customer_id=customer_id)
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result = await list_drafts_service(
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AdvisorDraftRepo(db),
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advisor_id=user.id,
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customer_id=customer_id,
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status=status,
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page=page,
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page_size=page_size,
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)
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return agent_success(result, trace_id=_trace_id(request))
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@router.get("/draft/{draft_id}")
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async def get_draft(
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draft_id: str,
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request: Request,
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user: SysUser = Depends(audited_advisor),
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db: AsyncSession = Depends(get_db),
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):
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draft = await get_draft_service(AdvisorDraftRepo(db), draft_id)
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await _ensure_draft_access(db, draft, user.id)
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return agent_success(detail_draft(draft), trace_id=_trace_id(request))
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@router.put("/draft/{draft_id}/save")
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async def save_draft(
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draft_id: str,
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request: Request,
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body: AdvisorDraftSaveReq,
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user: SysUser = Depends(audited_advisor),
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db: AsyncSession = Depends(get_db),
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):
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repo = AdvisorDraftRepo(db)
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draft = await get_draft_service(repo, draft_id)
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await _ensure_draft_access(db, draft, user.id)
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customer_risk = await load_customer_risk(db, customer_id=draft.customer_id)
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result = await save_draft_service(
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repo,
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draft_id,
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title=body.title,
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content=body.content,
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structured_data=body.structured_data,
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customer_risk=customer_risk,
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)
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return agent_success(result, trace_id=_trace_id(request))
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@router.post("/draft/{draft_id}/operate")
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async def operate_draft(
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draft_id: str,
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request: Request,
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body: AdvisorDraftOperateReq,
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user: SysUser = Depends(audited_advisor),
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db: AsyncSession = Depends(get_db),
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):
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if body.operation != "discard":
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raise ApiError(_DRAFT_NOT_FOUND_CODE, "不支持的草稿操作")
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repo = AdvisorDraftRepo(db)
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draft = await get_draft_service(repo, draft_id)
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await _ensure_draft_access(db, draft, user.id)
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result = await discard_draft(repo, draft_id)
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return agent_success(detail_draft(result), trace_id=_trace_id(request))
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@router.post("/rebalance/run")
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async def run_rebalance(
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request: Request,
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body: AdvisorRebalanceRunReq,
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user: SysUser = Depends(audited_advisor),
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db: AsyncSession = Depends(get_db),
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background_tasks: BackgroundTasks = None,
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):
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customer_id = body.customer_id
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relation = await ensure_customer_access(
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db, advisor_id=user.id, customer_id=int(customer_id)
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)
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if relation.status != CUSTOMER_REL_STATUS_SIGNED:
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return agent_failure(
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ERR_CODE_NOT_SIGNED_REBALANCE,
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"客户尚未签约，禁止生成调仓草稿",
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trace_id=_trace_id(request),
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)
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if background_tasks is None:
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background_tasks = BackgroundTasks()
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background_tasks.add_task(
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_run_rebalance_background,
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advisor_id=user.id,
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customer_id=customer_id,
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trace_id=_trace_id(request),
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)
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return agent_success(
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{"accepted": True, "status": "queued"},
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trace_id=_trace_id(request),
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)
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@router.post("/fund-analysis")
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async def fund_analysis(
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request: Request,
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body: AdvisorFundAnalysisReq,
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user: SysUser = Depends(audited_advisor),
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db: AsyncSession = Depends(get_db),
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):
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memories: list[dict] = []
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if body.customer_id is not None:
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await ensure_customer_access(
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db, advisor_id=user.id, customer_id=body.customer_id
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)
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memories = await _recall_advisor_memories(
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request,
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customer_id=body.customer_id,
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query=f"基金分析 {','.join(body.fund_codes)}",
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)
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fund = body.fund
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performance = body.performance
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if fund is None or performance is None:
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contexts = await load_fund_analysis_context(
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db,
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fund_codes=[str(code) for code in body.fund_codes],
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)
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if not contexts:
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return _not_ready(request)
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if len(contexts) == 1:
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fund = contexts[0]["fund"]
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performance = contexts[0]["performance"]
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else:
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return agent_success(
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{"items": [build_fund_analysis(item["fund"], item["performance"]) for item in contexts]},
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trace_id=_trace_id(request),
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)
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result = build_fund_analysis(fund, performance)
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runtime = _advisor_runtime(request)
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if getattr(runtime, "llm_client", None) is not None:
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result["analysis_text"] = await generate_text(
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runtime.llm_client,
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system_prompt="你是基金投顾助手，只基于给定历史数据生成谨慎的内部分析，不承诺收益。",
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user_prompt=json.dumps(
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{"analysis": result, "customer_memories": memories},
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ensure_ascii=False,
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),
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fallback=lambda: result["analysis_text"],
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timeout=5.0,
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)
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return agent_success(result, trace_id=_trace_id(request))
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@router.post("/generate-talk-script")
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async def generate_talk_script(
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request: Request,
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body: AdvisorTalkScriptReq,
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user: SysUser = Depends(audited_advisor),
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db: AsyncSession = Depends(get_db),
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):
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await ensure_customer_access(db, advisor_id=user.id, customer_id=body.customer_id)
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memories = await _recall_advisor_memories(
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request,
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customer_id=body.customer_id,
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query=f"沟通话术 {body.scene_type}",
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)
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try:
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result = build_talk_script(
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body.scene_type,
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customer_name=body.customer_name,
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)
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except ValueError as exc:
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raise ApiError(ERR_CODE_LLM_ERROR, str(exc)) from exc
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runtime = _advisor_runtime(request)
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if getattr(runtime, "llm_client", None) is not None:
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result["content"] = await generate_text(
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runtime.llm_client,
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system_prompt="你是合规的基金投顾助手，只生成谨慎沟通话术，不承诺收益、不代客交易。",
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user_prompt=json.dumps(
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{"script": result, "customer_memories": memories},
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ensure_ascii=False,
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),
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fallback=lambda: result["content"],
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timeout=5.0,
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)
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return agent_success(result, trace_id=_trace_id(request))
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