feat: add dynamic advisor asset allocation

app/service/agent/implementations/advisor.py

@@ -14,8 +14,13 @@ class AdvisorAgent(FundQueryDemoAgent):
         version="0.1.0",
         allowed_roles=("customer", "advisor", "operator", "admin"),
         allowed_portals=("api",),
-        allowed_tools=("query_fund_quote", "query_investment_goal", "analyze_portfolio"),
-        supported_intents=("fund_quote", "investment_goal", "portfolio_analysis"),
+        allowed_tools=(
+            "query_fund_quote", "query_investment_goal", "analyze_portfolio",
+            "generate_asset_allocation",
+        ),
+        supported_intents=(
+            "fund_quote", "investment_goal", "portfolio_analysis", "asset_allocation",
+        ),
     )
 
     async def handle(self, request: AgentRequest, context: RequestContext) -> CoreResult:
@@ -37,6 +42,14 @@ class AdvisorAgent(FundQueryDemoAgent):
                 "analyze_portfolio", {}, intent="portfolio_analysis", context=context
             )
             return CoreResult(text=self._describe_portfolio(output))
+        if (
+            self._classified_intent is not None
+            and self._classified_intent.intent == "asset_allocation"
+        ):
+            output = await self.call_tool(
+                "generate_asset_allocation", {}, intent="asset_allocation", context=context
+            )
+            return CoreResult(text=self._describe_allocation(output))
         return await super().handle(request, context)
 
     @staticmethod
@@ -68,3 +81,30 @@ class AdvisorAgent(FundQueryDemoAgent):
             f"总市值 {summary.get('total_market_value')}，产品集中度 HHI 为 {hhi}。"
             "分析结果仅供参考，不生成交易指令。"
         )
+
+    @staticmethod
+    def _describe_allocation(result: object) -> str:
+        if not isinstance(result, dict):
+            return "资产配置分析暂不可用，请稍后重试。"
+        status = result.get("status")
+        if status == "profile_required":
+            return "当前缺少有效风险画像，暂不能生成资产配置。"
+        if status == "investment_goal_required":
+            return "当前没有已确认的投资目标，暂不能生成资产配置。"
+        if status != "ready":
+            return "资产配置分析数据不完整，请稍后重试。"
+        allocation = result.get("allocation")
+        if not isinstance(allocation, list) or not allocation:
+            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)
+        ]
+        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)
+            + "。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。"
+        )