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 +1,67 @@
+{
+  "version": "2026-09-12",
+  "terms": [
+    {
+      "term": "基金产品",
+      "enabled": true,
+      "aliases": ["基金产品", "产品", "基金", "基金名称", "产品名称"],
+      "tables": ["fin_product"],
+      "fields": ["product_code", "product_name", "product_type", "risk_level", "status"]
+    },
+    {
+      "term": "股票型基金",
+      "enabled": true,
+      "aliases": ["股票型", "股票基金", "权益类"],
+      "tables": ["fin_product"],
+      "fields": ["product_type"],
+      "value_hint": "product_type 通常使用业务库中的股票型标准值，不能自行创造枚举值"
+    },
+    {
+      "term": "客户",
+      "enabled": true,
+      "aliases": ["客户", "投资人", "持有人"],
+      "tables": ["fin_customer_profile", "fin_holdings", "fin_risk_assessment"],
+      "fields": ["customer_id", "risk_level", "customer_level"]
+    },
+    {
+      "term": "持仓",
+      "enabled": true,
+      "aliases": ["持仓", "持有基金", "资产配置"],
+      "tables": ["fin_holdings"],
+      "fields": ["customer_id", "product_id", "shares", "current_value", "profit_loss", "profit_ratio", "status"]
+    },
+    {
+      "term": "收益率",
+      "enabled": true,
+      "aliases": ["收益率", "收益", "回报率", "近一年收益"],
+      "tables": ["fund_performance"],
+      "fields": ["return_rate", "period", "calc_date"],
+      "metric_hint": "收益率优先使用 fund_performance.return_rate，并结合 period 或 calc_date 限定统计区间"
+    },
+    {
+      "term": "最大回撤",
+      "enabled": true,
+      "aliases": ["最大回撤", "回撤"],
+      "tables": ["fund_performance"],
+      "fields": ["max_drawdown", "period", "calc_date"],
+      "metric_hint": "最大回撤使用 fund_performance.max_drawdown，不与收益率字段混用"
+    }
+  ],
+  "relationships": [
+    {
+      "left": "fin_holdings.product_id",
+      "right": "fin_product.id",
+      "meaning": "持仓通过 product_id 关联基金产品"
+    },
+    {
+      "left": "fund_performance.product_id",
+      "right": "fin_product.id",
+      "meaning": "基金业绩通过 product_id 关联基金产品"
+    },
+    {
+      "left": "fin_holdings.customer_id",
+      "right": "fin_customer_profile.customer_id",
+      "meaning": "持仓通过 customer_id 关联客户画像"
+    }
+  ]
+}