feat: add advisor recommendation review flow

This commit is contained in:
Windows
2026-09-11 15:33:27 +08:00
parent 13bb4f257d
commit e8ec0af398
9 changed files with 649 additions and 40 deletions
+39 -4
View File
@@ -15,11 +15,18 @@ class AdvisorAgent(FundQueryDemoAgent):
allowed_roles=("customer", "advisor", "operator", "admin"),
allowed_portals=("api",),
allowed_tools=(
"query_fund_quote", "query_investment_goal", "analyze_portfolio",
"query_fund_quote",
"query_investment_goal",
"analyze_portfolio",
"generate_asset_allocation",
"recommend_products",
),
supported_intents=(
"fund_quote", "investment_goal", "portfolio_analysis", "asset_allocation",
"fund_quote",
"investment_goal",
"portfolio_analysis",
"asset_allocation",
"product_recommend",
),
)
@@ -50,6 +57,14 @@ class AdvisorAgent(FundQueryDemoAgent):
"generate_asset_allocation", {}, intent="asset_allocation", context=context
)
return CoreResult(text=self._describe_allocation(output))
if (
self._classified_intent is not None
and self._classified_intent.intent == "product_recommend"
):
output = await self.call_tool(
"recommend_products", {"limit": 3}, intent="product_recommend", context=context
)
return CoreResult(text=self._describe_recommendation(output))
return await super().handle(request, context)
@staticmethod
@@ -98,13 +113,33 @@ class AdvisorAgent(FundQueryDemoAgent):
return "当前没有足够的场内基金数据生成资产配置。"
parts = [
f"{item.get('label', item.get('asset_class'))} {item.get('target_pct')}%"
for item in allocation if isinstance(item, dict)
for item in allocation
if isinstance(item, dict)
]
optimization = result.get("optimization")
dynamic = isinstance(optimization, dict) and bool(optimization.get("dynamic"))
mode = "动态历史因子优化" if dynamic else "静态配置(历史数据覆盖不足)"
return (
f"资产配置分析完成({mode}):" + ",".join(parts)
f"资产配置分析完成({mode}):"
+ ",".join(parts)
+ "。该结果综合考虑收益目标、最大回撤、流动性和投资期限,"
"仅供分析参考,不构成交易指令。"
)
@staticmethod
def _describe_recommendation(result: object) -> str:
if not isinstance(result, dict):
return "产品推荐暂不可用,请稍后重试。"
if result.get("status") == "profile_required":
return "当前缺少有效风险画像,暂不能推荐产品。"
if result.get("status") == "investment_goal_required":
return "当前没有已确认的投资目标,暂不能推荐产品。"
products = result.get("products")
if not isinstance(products, list) or not products:
return "当前没有通过适当性和证据校验的场内基金产品。"
names = [
f"{item.get('product_code')} {item.get('product_name')}"
for item in products
if isinstance(item, dict)
]
return "推荐分析结果:" + "、".join(names) + "。方案须经审核发布,不构成交易指令。"