feat:投顾agent接入nl2sql能力

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,