张胜宇
e239eb778b
1) 客服 Agent 四份交付文档 + 构建脚手架：品牌由包装占位 XX科技 / 旧名 南方财富 统一为南方基金（热线 400-889-8899 / 官网 nffund.com），系统名改为「智能服务系统」； 同步追加 §0.4 修订记录行，工程记录行保留原占位字面以支撑硬编码扫描验收。 2) 开发文档：清理 28 份已作废/残留文档（14 份移出归档 + 14 份仓库副本）， 新增《文档规整方案与开发前待决事项-2026-09-17》。 3) 客服agent 四份交付文档首次纳入本分支。
105 lines
4.2 KiB
Python
105 lines
4.2 KiB
Python
"""记忆语义键的受控词表与显式信号识别。
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触发判定（`MemoryService.should_extract_memory`）与模型抽取校验
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（`MemoryExtractionService`）共用同一份定义，避免出现"能触发但写不进"或
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"写进去但召回时无人认识"的错位。词表只描述持久事实/偏好/约束/目标，
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不含会话流水信息，因此不需要新增库表或库列。
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"""
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DEFAULT_MEMORY_KEYS: frozenset[str] = frozenset({
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"preference:risk_level",
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"preference:horizon",
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"preference:product_type",
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"preference:communication",
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"constraint:liquidity",
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"constraint:loss_tolerance",
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"constraint:exclusion",
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"profile:occupation",
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"profile:family",
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"profile:income_stability",
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"profile:investment_experience",
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"goal:target",
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"goal:retirement",
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})
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# memory_unit.memory_type 是 String(24)，取值必须落在该集合内，与键前缀同构。
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MEMORY_TYPES: frozenset[str] = frozenset({
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"preference", "constraint", "profile", "goal", "fact",
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})
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# 只有这些业务事件本身构成持久事实，普通运行事件不得触发记忆写入。
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BUSINESS_EVENT_TYPES: frozenset[str] = frozenset({
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"risk.assessment_completed",
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"suitability.assessment_completed",
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"trade.completed",
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})
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# 受控键 -> 用户明确陈述时使用的表述。模式必须足够具体：像"我想买基金"这类
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# 意图、以及任何普通问答都不应命中，否则记忆会被会话噪音污染。
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SIGNAL_PATTERNS: dict[str, tuple[str, ...]] = {
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"preference:risk_level": (
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"风险偏好", "风险承受", "风险等级", "稳健型", "保守型", "激进型", "平衡型",
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"低风险", "中风险", "中高风险", "高风险",
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),
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"preference:horizon": (
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"投资期限", "投资周期", "期限是", "长期持有", "短期持有", "长期投资", "短期投资",
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"年内不用", "三年内不用", "不赎回", "打算持有", "计划持有", "持有几年",
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),
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# 不得使用宽泛的"偏好"：它会与"风险偏好"重叠，导致从风险偏好陈述里误抽出
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# 产品类型偏好。产品类型只认明确列举或"只买/只投"这类排他表述。
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"preference:product_type": (
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"只买", "只投", "只做", "倾向买", "倾向于买", "更喜欢买",
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"偏好股票", "偏好债券", "偏好货币", "偏好指数",
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),
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"preference:communication": (
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"沟通方式", "联系我", "推送", "短信通知",
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),
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"constraint:liquidity": (
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"流动性", "随时赎回", "随时取", "不能锁定", "急用钱",
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),
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"constraint:loss_tolerance": (
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"不能亏", "不想亏", "怕亏", "亏损承受", "最大回撤", "回撤",
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"不接受亏损", "接受不了亏损", "不能接受亏损", "受不了亏损",
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),
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"constraint:exclusion": (
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"不买", "不投", "别推荐", "不要推荐", "禁止",
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),
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"profile:occupation": (
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"我从事", "我的职业", "职业是", "我是做",
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),
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"profile:family": (
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"已婚", "未婚", "结婚", "有孩子", "孩子", "子女", "配偶",
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"家庭负担", "赡养", "家庭", "养家",
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),
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"profile:income_stability": (
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"收入稳定", "月收入", "工资", "收入来源",
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),
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"profile:investment_experience": (
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"投资经验", "新手", "第一次买基金", "做过股票",
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),
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# 去掉裸"打算"：它在"我打算三年内不赎回"这类期限陈述里不构成目标收益目标。
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"goal:target": (
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"我的目标是", "计划在", "打算买", "打算投", "攒够", "目标收益", "买房", "留学",
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),
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"goal:retirement": (
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"养老", "退休",
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),
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}
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# 抽取结果必须落在词表内；配置中心可在 default 之外追加受控键。
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MEMORY_KEY_NAMESPACE = "memory"
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MEMORY_KEY_CONFIG_KEY = "vocabulary"
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MEMORY_KEY_FIELD = "memory_keys"
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def detect_memory_signals(content: str) -> tuple[str, ...]:
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"""识别消息中明确陈述的持久事实/偏好，返回命中的受控键（按词表顺序稳定输出）。"""
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normalized = content.strip()
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if not normalized:
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return ()
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return tuple(
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key
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for key, patterns in SIGNAL_PATTERNS.items()
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if any(pattern in normalized for pattern in patterns)
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)
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