feat:新增投顾agent和nl2sqlagent

repositories/customer_relation.py

@@ -11,6 +11,7 @@ from decimal import Decimal
 
 from sqlalchemy import func, or_, select
 
+from common.common_const import CUSTOMER_REL_STATUS_SIGNED, CUSTOMER_REL_STATUS_UNSIGNED
 from model.customer_relation import CustomerRelation
 from model.fin_customer_profile import FinCustomerProfile
 from model.fin_holdings import FinHoldings
@@ -24,6 +25,23 @@ _HOLDING_STATUS = "持有中"
 class CustomerRelationRepo(BaseRepository):
     model = CustomerRelation
 
+    async def get_active_relation(
+        self, *, customer_id: int, advisor_id: int
+    ) -> CustomerRelation | None:
+        """读取投顾可访问的当前关系，排除已结束关系。"""
+        return await self.db.scalar(
+            select(CustomerRelation)
+            .where(
+                CustomerRelation.customer_id == customer_id,
+                CustomerRelation.advisor_id == advisor_id,
+                CustomerRelation.status.in_(
+                    [CUSTOMER_REL_STATUS_UNSIGNED, CUSTOMER_REL_STATUS_SIGNED]
+                ),
+            )
+            .order_by(CustomerRelation.id.desc())
+            .limit(1)
+        )
+
     async def get_by_customer_advisor(
         self, customer_id: int, advisor_id: int
     ) -> CustomerRelation | None: