feat:修复投顾agent功能

agent/advisor_agent/intent/recognizer.py

@@ -41,6 +41,7 @@ _FUND_ANALYSIS_TERMS = ("基金分析", "分析基金", "基金表现", "净值
 _DIALOGUE_TERMS = ("话术", "沟通", "怎么跟客户说", "如何向客户解释", "安抚客户", "投诉处理")
 _RECOMMEND_TERMS = ("推荐", "组合建议", "配置建议", "买什么", "适合配置", "筛选基金", "投资方案")
 _CUSTOMER_IDENTITY_TERMS = ("是谁", "姓名", "实名", "基本信息", "联系方式", "手机号")
+_CUSTOMER_ROSTER_TERMS = ("名单", "列表", "几个")
 _SCOPE_ERROR_MESSAGE = "投顾范围查询仅支持客户数据查询"
 
 
@@ -79,6 +80,14 @@ def recognize_advisor_intent(query: str | None, explicit_intent: str | None = No
     )
     if has_customer_identity:
         return AGENT_INTENT_DATA_QUERY
+    # 客户名册类提问（我名下有哪些客户/客户名单）也属于数据查询。
+    has_customer_roster = (
+        "客户" in text
+        and (has_action or _contains_any(text, _CUSTOMER_ROSTER_TERMS))
+        and not _contains_any(text, _RECOMMEND_TERMS)
+    )
+    if has_customer_roster:
+        return AGENT_INTENT_DATA_QUERY
     if has_data and (has_action or "客户" in text or "近一年" in text or "本月" in text):
         return AGENT_INTENT_DATA_QUERY
     if _contains_any(text, _RECOMMEND_TERMS):