feat: migrate advisor investment goals

app/service/agent/bootstrap.py

@@ -7,6 +7,7 @@ from sqlalchemy.ext.asyncio import AsyncSession
 from app.core.config import get_settings
 from app.core.errors import RecoverableAgentError
 from app.core.fund_contracts import FundQuoteQuery
+from app.core.investment_goal_contracts import InvestmentGoalQuery
 from app.infrastructure.fund_quote_cache import FundQuoteCache
 from app.infrastructure.memory_cache import MemoryCacheAdapter
 from app.infrastructure.vector_memory import VectorMemoryAdapter
@@ -16,6 +17,7 @@ from app.service.agent.implementations.advisor import AdvisorAgent
 from app.service.agent.implementations.fund_query_demo import FundQueryDemoAgent
 from app.service.fund_quote_service import query_fund_quote_tool
 from app.service.intent_classifier import IntentClassifier
+from app.service.investment_goal_service import investment_goal_query_tool
 from app.service.memory_recall_service import MemoryRecallService
 from app.service.model_gateway import (
     DatabaseModelEndpointResolver,
@@ -144,6 +146,13 @@ def get_agent_factory() -> AgentFactory:
         # （12s）与重试预算，多代码查询必然先撞工具超时。
         timeout_seconds=15,
     ))
+    registry.register(ToolDefinition(
+        name="query_investment_goal",
+        input_model=InvestmentGoalQuery,
+        handler=cast(Any, investment_goal_query_tool),
+        required_permission="investment-goal:read:self",
+        allowed_roles=("customer", "advisor", "operator", "admin"),
+    ))
     model_service = get_model_service()
     endpoint_resolver = DatabaseModelEndpointResolver()
     factory = AgentFactory(

app/service/agent/implementations/advisor.py

@@ -1,10 +1,8 @@
-"""投顾 Agent 的迁移骨架。
+"""投顾 Agent 的公共底座实现。"""
 
-当前阶段只接入新底座已有的场内基金行情只读能力；后续业务模块会按迁移 TODO
-逐项扩展 definition、工具白名单和处理逻辑。
-"""
+from typing import Any
 
-from app.core.contracts import AgentDefinition
+from app.core.contracts import AgentDefinition, AgentRequest, CoreResult, RequestContext
 from app.service.agent.implementations.fund_query_demo import FundQueryDemoAgent
 
 
@@ -16,6 +14,29 @@ class AdvisorAgent(FundQueryDemoAgent):
         version="0.1.0",
         allowed_roles=("customer", "advisor", "operator", "admin"),
         allowed_portals=("api",),
-        allowed_tools=("query_fund_quote",),
-        supported_intents=("fund_quote",),
+        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。"
+        )