group_fqcd_jr/app/service/agent/implementations/advisor.py

"""投顾 Agent 的公共底座实现。"""

from typing import Any

from app.core.contracts import AgentDefinition, AgentRequest, CoreResult, RequestContext
from app.service.agent.implementations.fund_query_demo import FundQueryDemoAgent


class AdvisorAgent(FundQueryDemoAgent):
    """通过公共 BaseAgent 链路运行的最小投顾 Agent。"""

    definition = AgentDefinition(
        agent_type="advisor",
        version="0.1.0",
        allowed_roles=("customer", "advisor", "operator", "admin"),
        allowed_portals=("api",),
        allowed_tools=("query_fund_quote", "query_investment_goal"),
        supported_intents=("fund_quote", "investment_goal"),
    )

    async def handle(self, request: AgentRequest, context: RequestContext) -> CoreResult:
        if (
            self._classified_intent is not None
            and self._classified_intent.intent == "investment_goal"
        ):
            output = await self.call_tool(
                "query_investment_goal", {}, intent="investment_goal", context=context
            )
            if not isinstance(output, dict):
                return CoreResult(text="当前没有已确认的投资目标，暂不能用于配置或产品推荐。")
            return CoreResult(text=self._describe_goal(output))
        return await super().handle(request, context)

    @staticmethod
    def _describe_goal(goal: dict[str, Any]) -> str:
        return (
            f"当前投资目标：年化收益目标 {goal['annualized_return_lower_pct']}%-"
            f"{goal['annualized_return_upper_pct']}%，最大回撤 {goal['max_drawdown_pct']}%，"
            f"流动性要求 {goal['liquidity_requirement']}，投资期限 "
            f"{goal['investment_horizon_months']} 个月，业绩比较基准 {goal['benchmark_name']}。"
            "以上为目标采集结果，不构成收益承诺或交易指令。"
        )