feat:新增投顾agent和nl2sqlagent

service/advisor_agent/data.py

@@ -0,0 +1,39 @@
+"""现有业务 ORM 到投顾意图输入的适配。"""
+from __future__ import annotations
+
+from decimal import Decimal
+
+
+def _number(value):
+    return float(value) if isinstance(value, Decimal) else value
+
+
+def to_fund_performance_row(row) -> dict:
+    return {
+        "period": getattr(row, "period", None),
+        "return_rate": _number(getattr(row, "return_rate", None)),
+        "annual_volatility": _number(getattr(row, "annual_volatility", None)),
+        "max_drawdown": _number(getattr(row, "max_drawdown", None)),
+        "sharpe": _number(getattr(row, "sharpe", None)),
+    }
+
+
+def to_holding_input(holding, product) -> dict:
+    return {
+        "product_id": holding.product_id,
+        "product_code": product.product_code,
+        "asset_class": product.product_type,
+        "market_value": holding.current_value or Decimal("0"),
+    }
+
+
+def to_product_candidate(product) -> dict:
+    expected_return = product.expected_return or Decimal("0")
+    return {
+        "product_id": product.id,
+        "product_code": product.product_code,
+        "product_name": product.product_name,
+        "asset_class": product.product_type,
+        "risk_level": product.risk_level,
+        "performance_score": float(expected_return),
+    }