feat: migrate advisor investment goals

This commit is contained in:
Windows
2026-09-11 13:11:58 +08:00
parent acb9175e31
commit 60c4a49b9b
14 changed files with 903 additions and 27 deletions
+28 -7
View File
@@ -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。"
)