feat:修改投顾agent和nl2sql的功能

agent/advisor_agent/data_query.py

@@ -3,6 +3,7 @@ from __future__ import annotations
 
 from dataclasses import asdict
 from typing import Any
+from uuid import uuid4
 
 from agent.advisor_agent.auth import ensure_customer_access
 from agent.data_query.agent import DataQueryAgent
@@ -15,6 +16,51 @@ from nl2sql.schema import load_authoritative_schema
 from service.nl2sql.permission_service import load_query_permission
 from service.nl2sql.query_service import QueryServiceError
 from tool.llm import llm as default_llm
+from repositories.fin_holdings import FinHoldingsRepo
+from repositories.fin_product import FinProductRepo
+
+
+def _is_current_holdings_query(question: str) -> bool:
+    text = "".join((question or "").split())
+    return any(term in text for term in ("当前持仓", "目前持仓", "现有持仓", "持仓明细", "持仓情况"))
+
+
+async def _query_current_holdings(db, *, customer_id: int, trace_id: str) -> dict[str, Any]:
+    holdings = await FinHoldingsRepo(db).list_by_customer(customer_id, status="持有中")
+    product_repo = FinProductRepo(db)
+    rows: list[dict[str, Any]] = []
+    total_value = 0
+    for holding in holdings:
+        product = await product_repo.get(holding.product_id)
+        rows.append(
+            {
+                "产品代码": product.product_code if product else None,
+                "产品名称": product.product_name if product else None,
+                "风险等级": product.risk_level if product else None,
+                "持有份额": f"{holding.shares:.4f}",
+                "成本金额": f"{holding.cost_amount:.2f}",
+                "当前市值": f"{holding.current_value:.2f}",
+                "盈亏": f"{holding.profit_loss:.2f}",
+                "收益率": f"{holding.profit_ratio:.4f}",
+                "状态": holding.status,
+            }
+        )
+        total_value += holding.current_value
+    names = [row["产品名称"] for row in rows if row["产品名称"]]
+    return {
+        "query_id": f"holdings-{uuid4().hex}",
+        "trace_id": trace_id,
+        "columns": list(rows[0].keys()) if rows else ["产品代码", "产品名称", "风险等级", "持有份额", "成本金额", "当前市值", "盈亏", "收益率", "状态"],
+        "rows": rows,
+        "row_count": len(rows),
+        "truncated": False,
+        "summary": f"当前持仓共 {len(rows)} 条记录。",
+        "answer": (
+            f"当前持有 {len(rows)} 只基金，总市值约 {total_value:.2f} 元。"
+            + (f"包括：{'、'.join(names[:6])}。" if names else "")
+        ),
+        "sql": None,
+    }
 
 
 async def execute_advisor_data_query(
@@ -42,6 +88,12 @@ async def execute_advisor_data_query(
     ``customer_id``，避免投顾借助 NL2SQL 查询其他客户数据。
     """
     await ensure_customer_access(db, advisor_id=advisor_id, customer_id=customer_id)
+    if _is_current_holdings_query(question):
+        return await _query_current_holdings(
+            db,
+            customer_id=customer_id,
+            trace_id=trace_id,
+        )
     permission = await load_query_permission(db, advisor_id)
     if not permission.get("can_query", False):
         raise QueryServiceError("当前投顾没有 NL2SQL 查询权限")