feat:新增投顾agent和nl2sqlagent

service/advisor/dashboard.py

@@ -21,6 +21,17 @@ from repositories.advisor_visit_record import AdvisorVisitRecordRepo
 from repositories.customer_relation import CustomerRelationRepo
 
 
+def _todo_summary(todo) -> dict:
+    return {
+        "id": todo.id,
+        "todo_type": todo.todo_type,
+        "customer_id": todo.customer_id,
+        "priority": todo.priority,
+        "status": todo.status,
+        "due_at": todo.due_at.isoformat() if todo.due_at else None,
+    }
+
+
 async def get_dashboard(db: AsyncSession, user: SysUser) -> dict:
     relation_repo = CustomerRelationRepo(db)
     todo_repo = AdvisorTodoRepo(db)
@@ -28,6 +39,9 @@ async def get_dashboard(db: AsyncSession, user: SysUser) -> dict:
     visit_repo = AdvisorVisitRecordRepo(db)
 
     pending = await todo_repo.count_by_advisor(advisor_id=user.id, status=TODO_STATUS_PENDING)
+    pending_items = await todo_repo.list_by_advisor(
+        advisor_id=user.id, status=TODO_STATUS_PENDING, limit=10, offset=0
+    )
     total = await relation_repo.count_customer_rows(advisor_id=user.id)
     signed = await relation_repo.count_customer_rows(
         advisor_id=user.id, status=CUSTOMER_REL_STATUS_SIGNED
@@ -54,7 +68,10 @@ async def get_dashboard(db: AsyncSession, user: SysUser) -> dict:
             unknown += cnt
 
     return {
-        "todos": {"pending": pending},
+        "todos": {
+            "pending": pending,
+            "items": [_todo_summary(todo) for todo in pending_items],
+        },
         "overview": {
             "total_customers": total,
             "signed_customers": signed,