79 lines
2.5 KiB
Python
79 lines
2.5 KiB
Python
"""投顾聊天入口的轻量意图识别。"""
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from __future__ import annotations
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import re
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from common.common_const import (
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AGENT_INTENT_DATA_QUERY,
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AGENT_INTENT_DIALOGUE_SCRIPT,
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AGENT_INTENT_FUND_ANALYSIS,
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AGENT_INTENT_REBALANCE,
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AGENT_INTENT_RECOMMEND,
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)
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_QUERY_ACTIONS = (
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"查询",
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"查一下",
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"查看",
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"统计",
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"列出",
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"显示",
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"多少",
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"有哪些",
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"明细",
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)
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_DATA_TERMS = (
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"持仓",
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"资产",
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"收益",
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"交易记录",
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"申购",
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"赎回",
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"余额",
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"市值",
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"份额",
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"客户数据",
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"账户",
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)
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_REBALANCE_TERMS = ("调仓", "再平衡", "组合调整", "配置偏离", "偏离目标", "降低仓位", "增加仓位")
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_FUND_ANALYSIS_TERMS = ("基金分析", "分析基金", "基金表现", "净值走势", "最大回撤", "夏普比率", "年化波动")
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_DIALOGUE_TERMS = ("话术", "沟通", "怎么跟客户说", "如何向客户解释", "安抚客户", "投诉处理")
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_RECOMMEND_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")
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def _contains_any(text: str, terms: tuple[str, ...]) -> bool:
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return any(term in text for term in terms)
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def recognize_advisor_intent(query: str | None, explicit_intent: str | None = None) -> str | None:
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"""返回当前投顾聊天应使用的意图；无法判断时返回 ``None``。
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数据查询采用保守规则：必须命中查询动作或客户数据表达，且不能明显是
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推荐、调仓或话术请求，避免把生成类请求送入 NL2SQL。
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"""
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if explicit_intent:
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return explicit_intent
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text = re.sub(r"\s+", "", query or "")
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if not text:
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return None
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# 先处理最明确的任务词，避免“查询基金收益”被误判成普通数据查询。
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if _contains_any(text, _REBALANCE_TERMS):
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return AGENT_INTENT_REBALANCE
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if _contains_any(text, _FUND_ANALYSIS_TERMS):
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return AGENT_INTENT_FUND_ANALYSIS
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if _contains_any(text, _DIALOGUE_TERMS):
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return AGENT_INTENT_DIALOGUE_SCRIPT
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has_action = any(term in text for term in _QUERY_ACTIONS)
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has_data = any(term in text for term in _DATA_TERMS)
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if has_data and (has_action or "客户" in text or "近一年" in text or "本月" in text):
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return AGENT_INTENT_DATA_QUERY
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if _contains_any(text, _RECOMMEND_TERMS):
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return AGENT_INTENT_RECOMMEND
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return None
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__all__ = ["recognize_advisor_intent"]
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