feat: add advisor portfolio analysis

app/service/agent/implementations/advisor.py

@@ -14,8 +14,8 @@ class AdvisorAgent(FundQueryDemoAgent):
         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"),
+        allowed_tools=("query_fund_quote", "query_investment_goal", "analyze_portfolio"),
+        supported_intents=("fund_quote", "investment_goal", "portfolio_analysis"),
     )
 
     async def handle(self, request: AgentRequest, context: RequestContext) -> CoreResult:
@@ -29,6 +29,14 @@ class AdvisorAgent(FundQueryDemoAgent):
             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))
+        if (
+            self._classified_intent is not None
+            and self._classified_intent.intent == "portfolio_analysis"
+        ):
+            output = await self.call_tool(
+                "analyze_portfolio", {}, intent="portfolio_analysis", context=context
+            )
+            return CoreResult(text=self._describe_portfolio(output))
         return await super().handle(request, context)
 
     @staticmethod
@@ -40,3 +48,23 @@ class AdvisorAgent(FundQueryDemoAgent):
             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。"
         )
+
+    @staticmethod
+    def _describe_portfolio(result: object) -> str:
+        if not isinstance(result, dict):
+            return "持仓分析暂不可用，请稍后重试。"
+        status = result.get("status")
+        if status == "no_positions":
+            return "当前没有可分析的场内基金持仓。"
+        if status == "valuation_required":
+            return "当前持仓缺少可用市值，暂不能计算集中度。"
+        summary = result.get("summary")
+        if not isinstance(summary, dict):
+            return "持仓分析数据不完整，请稍后重试。"
+        concentration = result.get("product_concentration")
+        hhi = concentration.get("hhi") if isinstance(concentration, dict) else None
+        return (
+            f"持仓分析完成：共 {summary.get('position_count')} 个产品，"
+            f"总市值 {summary.get('total_market_value')}，产品集中度 HHI 为 {hhi}。"
+            "分析结果仅供参考，不生成交易指令。"
+        )