feat:修改投顾agent和nl2sql的功能

2026-09-13 23:46:15 +08:00
parent 4dcfcbeb3a
commit 958b785b04
11 changed files with 436 additions and 61 deletions
@@ -0,0 +1,132 @@
+"""投顾聊天意图分类：LLM 优先，规则识别兜底。"""
+from __future__ import annotations
+
+import asyncio
+import json
+import re
+from dataclasses import dataclass
+
+from common.common_const import (
+    AGENT_INTENT_CASUAL_CHAT,
+    AGENT_INTENT_DATA_QUERY,
+    AGENT_INTENT_DIALOGUE_SCRIPT,
+    AGENT_INTENT_FUND_ANALYSIS,
+    AGENT_INTENT_REBALANCE,
+    AGENT_INTENT_RECOMMEND,
+)
+from agent.advisor_agent.intent.recognizer import recognize_advisor_intent
+
+
+VALID_INTENTS = frozenset({
+    AGENT_INTENT_RECOMMEND,
+    AGENT_INTENT_REBALANCE,
+    AGENT_INTENT_FUND_ANALYSIS,
+    AGENT_INTENT_DIALOGUE_SCRIPT,
+    AGENT_INTENT_DATA_QUERY,
+    AGENT_INTENT_CASUAL_CHAT,
+})
+
+
+@dataclass(frozen=True)
+class IntentClassification:
+    intent: str
+    confidence: float
+    source: str
+    reason: str = ""
+
+
+_CLASSIFIER_PROMPT = """你是基金投顾工作台的意图分类器，只负责分类，不回答用户问题。
+只能从以下分类中选择一个：
+- recommend：基金推荐、组合配置或投资方案
+- rebalance：组合偏离、调仓、再平衡、仓位调整
+- fund_analysis：单只基金分析、净值、收益、回撤、波动率、夏普比率
+- dialogue-script：给客户准备沟通话术、解释、安抚、投诉或风险提醒
+- data_query：查询客户持仓、资产、余额、收益、交易、账户明细
+- casual_chat：问候、闲聊、感谢、身份询问或无法归入业务分类的内容
+
+只输出 JSON，不要 Markdown，不要额外文字：
+{"intent":"分类值","confidence":0到1之间的数字,"reason":"不超过30字的原因"}
+"""
+
+_RECOMMENDATION_TERMS = ("推荐", "组合建议", "配置建议", "买什么", "适合配置", "筛选基金", "投资方案")
+
+
+def _rule_fallback(query: str | None) -> IntentClassification:
+    intent = recognize_advisor_intent(query)
+    if intent:
+        return IntentClassification(intent=intent, confidence=0.72, source="rule", reason="关键词规则匹配")
+    return IntentClassification(intent=AGENT_INTENT_CASUAL_CHAT, confidence=0.0, source="fallback", reason="无法匹配业务意图")
+
+
+def _parse_model_result(raw: str) -> IntentClassification | None:
+    text = raw.strip()
+    fenced = re.search(r"\{.*\}", text, re.DOTALL)
+    if fenced:
+        text = fenced.group(0)
+    try:
+        payload = json.loads(text)
+    except (TypeError, json.JSONDecodeError):
+        return None
+    intent = payload.get("intent")
+    if intent not in VALID_INTENTS:
+        return None
+    try:
+        confidence = max(0.0, min(1.0, float(payload.get("confidence", 0.0))))
+    except (TypeError, ValueError):
+        confidence = 0.0
+    return IntentClassification(
+        intent=intent,
+        confidence=confidence,
+        source="llm",
+        reason=str(payload.get("reason") or "模型分类"),
+    )
+
+
+async def classify_advisor_intent(
+    query: str | None,
+    llm_client=None,
+    *,
+    explicit_intent: str | None = None,
+    timeout: float = 2.0,
+) -> IntentClassification:
+    """分类用户意图；显式意图兼容旧客户端，模型失败时安全回退规则。"""
+    if explicit_intent in VALID_INTENTS:
+        return IntentClassification(explicit_intent, 1.0, "explicit", "客户端显式指定")
+    if not query or not query.strip():
+        return IntentClassification("", 0.0, "fallback", "空输入")
+    if llm_client is not None:
+        try:
+            raw = await asyncio.wait_for(
+                llm_client.chat(
+                    [
+                        {"role": "system", "content": _CLASSIFIER_PROMPT},
+                        {"role": "user", "content": query.strip()},
+                    ],
+                    temperature=0,
+                    max_tokens=120,
+                ),
+                timeout=timeout,
+            )
+            parsed = _parse_model_result(raw)
+            if parsed is not None:
+                # LLM 偶尔会把“查询持仓/资产”等只读请求误判为推荐；
+                # 对明确的查询动作以规则结果为准，避免误进入草稿生成分支。
+                rule_intent = recognize_advisor_intent(query)
+                if (
+                    rule_intent == AGENT_INTENT_DATA_QUERY
+                    and parsed.intent == AGENT_INTENT_RECOMMEND
+                    and not any(term in (query or "") for term in _RECOMMENDATION_TERMS)
+                ):
+                    return IntentClassification(
+                        intent=rule_intent,
+                        confidence=max(parsed.confidence, 0.9),
+                        source="rule_override",
+                        reason="明确查询类关键词覆盖模型误判",
+                    )
+                return parsed
+        except Exception:
+            pass
+    return _rule_fallback(query)
+
+
+__all__ = ["IntentClassification", "classify_advisor_intent"]