feat: add Nailong Fund advisor capabilities

app/service/agent/bootstrap.py

@@ -1,19 +1,31 @@
 from functools import lru_cache
 from typing import Any, cast
 
+from app.core.advisor_allocation_contracts import AssetAllocationQuery, CustomerProfileQuery
 from app.core.fund_contracts import FundQuoteQuery
+from app.core.investment_goal_contracts import InvestmentGoalQuery
 from app.core.nl2sql_contracts import FinancialNL2SQLInput
+from app.core.portfolio_analysis_contracts import PortfolioAnalysisQuery
+from app.core.portfolio_rebalance_contracts import PortfolioRebalanceQuery
+from app.core.product_recommendation_contracts import ProductRecommendationQuery
+from app.service.agent.advisor_agent import AdvisorAgent
 from app.service.agent.factory import AgentFactory
 from app.service.agent.offsite_fund_agent import OffsiteFundAgent
+from app.service.asset_allocation_service import asset_allocation_tool
+from app.service.customer_profile_service import customer_profile_query_tool
 from app.service.financial_nl2sql_service import query_financial_data_tool
 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.model_gateway import (
     DatabaseModelEndpointResolver,
     DatabaseModelGateway,
     ModelDispatchService,
     ModelGenerationService,
 )
+from app.service.portfolio_analysis_service import portfolio_analysis_tool
+from app.service.portfolio_rebalance_service import portfolio_rebalance_tool
+from app.service.product_recommendation_service import product_recommendation_tool
 from app.service.suitability_service import SuitabilityToolInput, suitability_tool_handler
 from app.service.tool_executor import ToolDefinition, ToolExecutor, ToolRegistry
 
@@ -45,6 +57,51 @@ def get_agent_factory() -> AgentFactory:
         allowed_roles=("advisor", "operator", "admin", "super_admin"),
         timeout_seconds=10,
     ))
+    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"),
+    ))
+    registry.register(ToolDefinition(
+        name="query_customer_profile",
+        input_model=CustomerProfileQuery,
+        handler=cast(Any, customer_profile_query_tool),
+        required_permission="customer-profile:read:self",
+        allowed_roles=("customer",),
+    ))
+    registry.register(ToolDefinition(
+        name="generate_asset_allocation",
+        input_model=AssetAllocationQuery,
+        handler=cast(Any, asset_allocation_tool),
+        required_permission="asset-allocation:generate:self",
+        allowed_roles=("customer",),
+    ))
+    registry.register(ToolDefinition(
+        name="recommend_products",
+        input_model=ProductRecommendationQuery,
+        handler=cast(Any, product_recommendation_tool),
+        required_permission="product-recommendation:read:self",
+        allowed_roles=("customer",),
+        timeout_seconds=10,
+    ))
+    registry.register(ToolDefinition(
+        name="analyze_portfolio",
+        input_model=PortfolioAnalysisQuery,
+        handler=cast(Any, portfolio_analysis_tool),
+        required_permission="portfolio-analysis:read:self",
+        allowed_roles=("customer",),
+        timeout_seconds=10,
+    ))
+    registry.register(ToolDefinition(
+        name="simulate_portfolio_rebalance",
+        input_model=PortfolioRebalanceQuery,
+        handler=cast(Any, portfolio_rebalance_tool),
+        required_permission="portfolio-analysis:read:self",
+        allowed_roles=("customer",),
+        timeout_seconds=10,
+    ))
     model_service = ModelGenerationService(ModelDispatchService(DatabaseModelGateway()))
     endpoint_resolver = DatabaseModelEndpointResolver()
     factory = AgentFactory(
@@ -57,4 +114,8 @@ def get_agent_factory() -> AgentFactory:
         OffsiteFundAgent.definition,
         lambda _context: OffsiteFundAgent(OffsiteFundAgent.definition),
     )
+    factory.register(
+        AdvisorAgent.definition,
+        lambda _context: AdvisorAgent(AdvisorAgent.definition),
+    )
     return factory