feat:修复投顾agent功能

2026-09-15 09:24:30 +08:00
parent b75ab5ecdc
commit 9660323ff2
7 changed files with 150 additions and 30 deletions
@@ -18,12 +18,12 @@
      "value_hint": "fin_product.product_type 实际枚举值为：货币型/债券型/混合型/股票型/指数型/QDII；股票型基金必须用 product_type = '股票型'，不要使用 Schema 注释里的'股票基金'"
    },
    {
-      "term": "客户",
+      "term": "客户风险等级",
      "enabled": true,
-      "aliases": ["客户", "投资人", "持有人"],
+      "aliases": ["客户", "投资人", "持有人", "风险评级", "风险等级", "风险类型", "激进型", "进取型", "平衡型", "稳健型", "保守型", "C1", "C2", "C3", "C4", "C5"],
      "tables": ["fin_customer_profile", "fin_holdings", "fin_risk_assessment"],
      "fields": ["customer_id", "risk_level", "customer_level"],
-      "value_hint": "fin_customer_profile.risk_level / fin_risk_assessment.risk_level 实际枚举值为 R1-R5（R1 最保守，R5 最激进，与产品风险等级同一口径）；查'保守型/稳健型客户'对应 R1/R2，'激进型客户'对应 R5"
+      "value_hint": "客户风险字段实际枚举值为 C1-C5（C1 最保守，C5 最激进）；展示层映射为保守型=C1、稳健型=C2、平衡型=C3、进取型=C4、激进型=C5。产品风险等级才使用 R1-R5"
    },
    {
      "term": "持仓",