feat:投顾agent接入nl2sql能力

api/advisor/__init__.py

@@ -1,10 +1,11 @@
 """投顾工作台路由聚合（前缀 /api/advisor，在 api/router.py 以 /api 挂载）。"""
 from fastapi import APIRouter
 
-from api.advisor import audit, customers, dashboard, diagnosis, drafts, report, todos, visits
+from api.advisor import audit, customers, dashboard, data_query, diagnosis, drafts, report, todos, visits
 
 router = APIRouter(prefix="/advisor", tags=["投顾工作台"])
 router.include_router(dashboard.router)
+router.include_router(data_query.router)
 router.include_router(customers.router)
 router.include_router(diagnosis.router)
 router.include_router(drafts.router)

api/advisor/data_query.py

@@ -0,0 +1,31 @@
+"""投顾工作台客户数据查询代理路由。"""
+from fastapi import APIRouter, Depends, Request
+from sqlalchemy.ext.asyncio import AsyncSession
+
+from api.advisor._auth import extract_auth
+from api.deps import require_advisor
+from config.deps import get_db
+from model.sys_user import SysUser
+from schemas.advisor import AdvisorDataQueryReq
+from service.advisor.data_query import query_customer_data
+from utils.response import success
+
+router = APIRouter()
+
+
+@router.post("/data-query", summary="查询当前客户数据（代理投顾Agent NL2SQL）")
+async def data_query(
+    req: AdvisorDataQueryReq,
+    request: Request,
+    user: SysUser = Depends(require_advisor),
+    db: AsyncSession = Depends(get_db),
+):
+    auth, trace_id = extract_auth(request)
+    data = await query_customer_data(
+        db,
+        user,
+        auth_header=auth,
+        trace_id=trace_id,
+        req=req,
+    )
+    return success(data)

api/router.py

@@ -7,7 +7,7 @@ from api.chat import client_agent, customer_agent, knowledge
 from api.routers import product, questionnaire
 from api.routers import account, auth, holdings, purchase, redeem, risk, work_order
 from api.routers import advisor_agent, health, nl2sql, nl2sql_admin
-from api.advisor import audit, customers, dashboard, diagnosis, drafts, report, todos, visits
+from api.advisor import audit, customers, dashboard, data_query, diagnosis, drafts, report, todos, visits
 
 api_router = APIRouter()
 api_router.include_router(auth.router, prefix="/api", tags=["认证"])
@@ -25,6 +25,7 @@ api_router.include_router(questionnaire.router, prefix="/api", tags=["问卷"])
 api_router.include_router(advisor_agent.router, prefix="/api", tags=["投顾Agent"])
 for workbench_router in (
     dashboard.router,
+    data_query.router,
     customers.router,
     diagnosis.router,
     drafts.router,

api/routers/advisor_agent.py

@@ -10,7 +10,9 @@ from pydantic import ValidationError
 from sqlalchemy.ext.asyncio import AsyncSession
 
 from agent.advisor_agent.auth import ensure_customer_access
+from agent.advisor_agent.data_query import execute_advisor_data_query
 from agent.advisor_agent.intent.fund_analysis import build_fund_analysis
+from agent.advisor_agent.intent.recognizer import recognize_advisor_intent
 from agent.advisor_agent.intent.talk_script import build_talk_script
 from agent.advisor_agent.llm import generate_text
 from agent.advisor_agent.intent.generation_flow import (
@@ -19,6 +21,7 @@ from agent.advisor_agent.intent.generation_flow import (
 )
 from agent.advisor_agent.protocol import agent_failure, agent_success
 from common.common_const import (
+    AGENT_INTENT_DATA_QUERY,
     AGENT_INTENT_RECOMMEND,
     CUSTOMER_REL_STATUS_SIGNED,
     ERR_CODE_DRAFT_NOT_FOUND,
@@ -51,7 +54,9 @@ from schemas.advisor_agent import (
     AdvisorFundAnalysisReq,
     AdvisorRebalanceRunReq,
     AdvisorTalkScriptReq,
+    AdvisorDataQueryReq,
 )
+from service.nl2sql.query_service import QueryServiceError
 from service.advisor_agent.draft import (
     detail_draft,
     discard_draft,
@@ -158,10 +163,14 @@ async def chat_stream(
         )
     else:
         customer_id = chat_request.customer_id
+        resolved_intent = recognize_advisor_intent(
+            chat_request.query,
+            chat_request.intent,
+        )
         relation = await ensure_customer_access(
             db, advisor_id=user.id, customer_id=int(customer_id)
         )
-        if chat_request.intent == AGENT_INTENT_RECOMMEND:
+        if resolved_intent == AGENT_INTENT_RECOMMEND:
             memories = await _recall_advisor_memories(
                 request,
                 customer_id=int(customer_id),
@@ -200,6 +209,41 @@ async def chat_stream(
                     media_type="text/event-stream",
                     headers={"X-Trace-Id": trace_id},
                 )
+        if resolved_intent == AGENT_INTENT_DATA_QUERY:
+            if not chat_request.query or not chat_request.query.strip():
+                payload = agent_failure(
+                    ERR_CODE_FORBIDDEN_CUSTOMER,
+                    "查询问题不能为空",
+                    trace_id=trace_id,
+                )
+            else:
+                try:
+                    result = await execute_advisor_data_query(
+                        db,
+                        advisor_id=user.id,
+                        customer_id=int(customer_id),
+                        question=chat_request.query,
+                        trace_id=trace_id,
+                        llm_client=getattr(_advisor_runtime(request), "llm_client", None),
+                    )
+                except QueryServiceError:
+                    payload = agent_failure(
+                        ERR_CODE_LLM_ERROR,
+                        "客户数据查询失败，请稍后重试",
+                        trace_id=trace_id,
+                    )
+                else:
+                    async def events():
+                        yield f"data: {json.dumps({'type': SSE_EVENT_TYPE_META, 'intent': AGENT_INTENT_DATA_QUERY, 'query_id': result.get('query_id'), 'trace_id': trace_id}, ensure_ascii=False)}\n\n"
+                        if result.get("summary"):
+                            yield f"data: {json.dumps({'type': SSE_EVENT_TYPE_TEXT, 'content': result['summary']}, ensure_ascii=False)}\n\n"
+                        yield f"data: {json.dumps({'type': SSE_EVENT_TYPE_DONE, 'query_id': result.get('query_id')}, ensure_ascii=False)}\n\n"
+
+                    return StreamingResponse(
+                        events(),
+                        media_type="text/event-stream",
+                        headers={"X-Trace-Id": trace_id},
+                    )
         payload = agent_failure(_NOT_READY_CODE, _NOT_READY_MESSAGE, trace_id=trace_id)
 
     async def events():
@@ -212,6 +256,39 @@ async def chat_stream(
     )
 
 
+@router.post("/data-query")
+async def advisor_data_query(
+    request: Request,
+    body: AdvisorDataQueryReq,
+    user: SysUser = Depends(audited_advisor),
+    db: AsyncSession = Depends(get_db),
+):
+    """查询当前投顾选中客户的数据，不返回 SQL，也不生成草稿。"""
+    trace_id = _trace_id(request)
+    try:
+        result = await execute_advisor_data_query(
+            db,
+            advisor_id=user.id,
+            customer_id=body.customer_id,
+            question=body.question,
+            trace_id=trace_id,
+            session_id=body.session_id,
+            max_rows=body.max_rows,
+            page=body.page,
+            page_size=body.page_size,
+            sort_by=body.sort_by,
+            sort_order=body.sort_order,
+        )
+    except QueryServiceError:
+        return agent_failure(
+            ERR_CODE_LLM_ERROR,
+            "客户数据查询失败，请稍后重试",
+            trace_id=trace_id,
+        )
+    result.pop("sql", None)
+    return agent_success(result, trace_id=trace_id)
+
+
 @router.get("/draft/list")
 async def list_drafts(
     request: Request,