feat: migrate advisor investment goals
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@@ -1,10 +1,8 @@
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"""投顾 Agent 的迁移骨架。
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"""投顾 Agent 的公共底座实现。"""
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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
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逐项扩展 definition、工具白名单和处理逻辑。
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"""
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from typing import Any
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from app.core.contracts import AgentDefinition
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from app.core.contracts import AgentDefinition, AgentRequest, CoreResult, RequestContext
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from app.service.agent.implementations.fund_query_demo import FundQueryDemoAgent
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@@ -16,6 +14,29 @@ class AdvisorAgent(FundQueryDemoAgent):
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version="0.1.0",
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allowed_roles=("customer", "advisor", "operator", "admin"),
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allowed_portals=("api",),
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allowed_tools=("query_fund_quote",),
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supported_intents=("fund_quote",),
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allowed_tools=("query_fund_quote", "query_investment_goal"),
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supported_intents=("fund_quote", "investment_goal"),
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)
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async def handle(self, request: AgentRequest, context: RequestContext) -> CoreResult:
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if (
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self._classified_intent is not None
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and self._classified_intent.intent == "investment_goal"
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):
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output = await self.call_tool(
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"query_investment_goal", {}, intent="investment_goal", context=context
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)
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if not isinstance(output, dict):
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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。")
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return CoreResult(text=self._describe_goal(output))
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return await super().handle(request, context)
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@staticmethod
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def _describe_goal(goal: dict[str, Any]) -> str:
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return (
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f"当前投资目标:年化收益目标 {goal['annualized_return_lower_pct']}%-"
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f"{goal['annualized_return_upper_pct']}%,最大回撤 {goal['max_drawdown_pct']}%,"
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f"流动性要求 {goal['liquidity_requirement']},投资期限 "
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f"{goal['investment_horizon_months']} 个月,业绩比较基准 {goal['benchmark_name']}。"
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"以上为目标采集结果,不构成收益承诺或交易指令。"
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)
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