feat:投顾agent接入nl2sql能力

2026-09-13 18:24:44 +08:00
parent 43330042b8
commit 3f5fc1b9f0
13 changed files with 339 additions and 4 deletions
@@ -0,0 +1,54 @@
+"""投顾聊天入口的轻量意图识别。"""
+from __future__ import annotations
+
+import re
+
+from common.common_const import AGENT_INTENT_DATA_QUERY
+
+
+_QUERY_ACTIONS = (
+    "查询",
+    "查一下",
+    "查看",
+    "统计",
+    "列出",
+    "显示",
+    "多少",
+    "有哪些",
+    "明细",
+)
+_DATA_TERMS = (
+    "持仓",
+    "资产",
+    "收益",
+    "交易记录",
+    "申购",
+    "赎回",
+    "余额",
+    "市值",
+    "份额",
+    "客户数据",
+    "账户",
+)
+_NON_QUERY_INTENTS = ("推荐", "调仓", "再平衡", "话术", "沟通")
+
+
+def recognize_advisor_intent(query: str | None, explicit_intent: str | None = None) -> str | None:
+    """返回当前投顾聊天应使用的意图；无法判断时返回 ``None``。
+
+    数据查询采用保守规则：必须命中查询动作或客户数据表达，且不能明显是
+    推荐、调仓或话术请求，避免把生成类请求送入 NL2SQL。
+    """
+    if explicit_intent:
+        return explicit_intent
+    text = re.sub(r"\s+", "", query or "")
+    if not text or any(term in text for term in _NON_QUERY_INTENTS):
+        return None
+    has_action = any(term in text for term in _QUERY_ACTIONS)
+    has_data = any(term in text for term in _DATA_TERMS)
+    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
+    return None
+
+
+__all__ = ["recognize_advisor_intent"]