feat:修复客服agent功能

2026-09-14 17:47:25 +08:00
parent b989d78248
commit 4f296eb58c
10 changed files with 556 additions and 91 deletions
@@ -0,0 +1,115 @@
+"""为投顾 Agent 组装经过裁剪的客户综合上下文。"""
+from __future__ import annotations
+
+import logging
+from decimal import Decimal
+
+from repositories.fin_customer_profile import FinCustomerProfileRepo
+from repositories.fin_holdings import FinHoldingsRepo
+from repositories.fin_transaction import FinTransactionRepo
+
+MAX_HOLDINGS = 50
+MAX_TRANSACTIONS = 20
+MAX_MEMORIES = 10
+logger = logging.getLogger("advisor.customer_context")
+
+
+def _number(value):
+    if isinstance(value, Decimal):
+        return float(value)
+    return value
+
+
+def _profile_payload(profile) -> dict:
+    if profile is None:
+        return {}
+    return {
+        "risk_level": getattr(profile, "risk_level", None),
+        "risk_score": getattr(profile, "risk_score", None),
+        "investment_experience": getattr(profile, "investment_experience", None),
+        "annual_income_range": getattr(profile, "annual_income_range", None),
+        "total_assets": _number(getattr(profile, "total_assets", None)),
+        "asset_allocation": getattr(profile, "asset_allocation", None),
+        "product_preference": getattr(profile, "product_preference", None),
+        "customer_level": getattr(profile, "customer_level", None),
+    }
+
+
+def _holding_payload(holding, product) -> dict:
+    return {
+        "product_id": holding.product_id,
+        "product_code": getattr(product, "product_code", None),
+        "product_name": getattr(product, "product_name", None),
+        "shares": _number(holding.shares),
+        "cost_amount": _number(holding.cost_amount),
+        "current_value": _number(holding.current_value),
+        "profit_loss": _number(holding.profit_loss),
+        "profit_ratio": _number(holding.profit_ratio),
+        "status": holding.status,
+    }
+
+
+def _transaction_payload(transaction) -> dict:
+    return {
+        "product_id": transaction.product_id,
+        "transaction_type": transaction.transaction_type,
+        "amount": _number(transaction.amount),
+        "shares": _number(transaction.shares),
+        "nav": _number(transaction.nav),
+        "status": transaction.status,
+        "create_time": transaction.create_time.isoformat()
+        if hasattr(transaction.create_time, "isoformat")
+        else str(transaction.create_time),
+    }
+
+
+def _memory_payload(memory) -> dict:
+    return {
+        "tag": memory.get("tag"),
+        "content": str(memory.get("content") or "")[:500],
+        "info_type": memory.get("info_type"),
+        "memory_type": memory.get("memory_type"),
+    }
+
+
+async def load_customer_context(
+    db,
+    *,
+    customer_id: int,
+    memories: list[dict] | None = None,
+    profile_repo_cls=FinCustomerProfileRepo,
+    holdings_repo_cls=FinHoldingsRepo,
+    transaction_repo_cls=FinTransactionRepo,
+) -> dict:
+    """读取并裁剪客户画像、持仓、交易和长期记忆。"""
+    try:
+        profile = await profile_repo_cls(db).get_by_customer_id(customer_id)
+    except Exception:  # noqa: BLE001 个性化上下文故障不阻断主流程
+        logger.warning("customer profile context unavailable", exc_info=True)
+        profile = None
+    try:
+        holding_rows = await holdings_repo_cls(db).list_with_products(
+            customer_id, include_closed=False
+        )
+    except Exception:  # noqa: BLE001 个性化上下文故障不阻断主流程
+        logger.warning("customer holdings context unavailable", exc_info=True)
+        holding_rows = []
+    try:
+        transactions = await transaction_repo_cls(db).list_recent(
+            customer_id, limit=MAX_TRANSACTIONS
+        )
+    except Exception:  # noqa: BLE001 个性化上下文故障不阻断主流程
+        logger.warning("customer transaction context unavailable", exc_info=True)
+        transactions = []
+    return {
+        "customer_id": customer_id,
+        "profile": _profile_payload(profile),
+        "holdings": [
+            _holding_payload(holding, product)
+            for holding, product in holding_rows[:MAX_HOLDINGS]
+        ],
+        "transactions": [
+            _transaction_payload(item) for item in transactions[:MAX_TRANSACTIONS]
+        ],
+        "memories": [_memory_payload(item) for item in (memories or [])[:MAX_MEMORIES]],
+    }